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Avantis Emerging Markets EQ (AVEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
INCREASED
Shares19,549,847 from 19,140,381
Change+409,466 (+2%)
Value$1.8B (-$8.8M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares6,603,751 from 5,901,982
Change+701,769 (+12%)
Value$620.9M (+$51.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares5,557,395 from 2,693,268
Change+2,864,127 (+106%)
Value$522.5M (+$262.6M)
Filed 2026-11-05
Vantagepoint Investment Advisers LLC
INCREASED
Shares2,638,372 from 2,393,648
Change+244,724 (+10%)
Value$248.1M (+$17.1M)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares2,442,519 from 2,295,165
Change+147,354 (+6%)
Value$229.6M (+$8.2M)
Filed 2026-11-06
Kestra Investment Management, LLC
INCREASED
Shares2,061,339 from 1,885,486
Change+175,853 (+9%)
Value$193.8M (+$11.9M)
Filed 2026-11-04
HighTower Advisors, LLC
INCREASED
Shares1,930,771 from 1,824,994
Change+105,777 (+6%)
Value$181.5M (+$5.4M)
Filed 2026-11-10
Annex Advisory Services, LLC
INCREASED
Shares1,673,730 from 1,548,921
Change+124,809 (+8%)
Value$157.4M (+$7.9M)
Filed 2026-10-16
Bokf, NA
INCREASED
Shares1,617,712 from 1,484,682
Change+133,030 (+9%)
Value$152.1M (+$8.8M)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares1,591,332 from 1,180,739
Change+410,593 (+35%)
Value$149.6M (+$35.7M)
Filed 2026-11-05
Bank of Montreal
DECREASED
Shares1,273,781 from 1,286,150
Change-12,369 (-1%)
Value$119.8M (-$4.3M)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares1,254,721 from 1,181,713
Change+73,008 (+6%)
Value$118.0M (+$3.9M)
Filed 2026-11-09
Maseco LLP
DECREASED
Shares1,154,802 from 1,161,088
Change-6,286 (-1%)
Value$108.6M (-$3.5M)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares1,152,395 from 1,108,268
Change+44,127 (+4%)
Value$108.3M (+$1.4M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares1,149,116 from 997,148
Change+151,968 (+15%)
Value$109.1M (+$16.8M)
Filed 2026-10-08
Oak Root LLC
UNCHANGED
Shares1,075,466 from 1,075,466
Change0 (0%)
Value$101.1M (-$2.7M)
Filed 2026-10-09
Avantax Planning Partners, Inc.
DECREASED
Shares1,056,473 from 1,065,277
Change-8,804 (-1%)
Value$99.3M (-$3.5M)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares1,038,908 from 1,031,444
Change+7,464 (+1%)
Value$97.7M (-$1.8M)
Filed 2026-10-08
Great Valley Advisor Group, Inc.
INCREASED
Shares958,167 from 905,306
Change+52,861 (+6%)
Value$90.1M (+$2.7M)
Filed 2026-11-09
Fragasso Financial Advisors Inc
INCREASED
Shares941,057 from 610,432
Change+330,625 (+54%)
Value$88.6M (+$29.7M)
Filed 2026-10-13
Midwest Trust Co
INCREASED
Shares898,963 from 870,014
Change+28,949 (+3%)
Value$84.5M (+$572.9K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares893,662 from 937,777
Change-44,115 (-5%)
Value$84.0M (-$6.5M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares878,889 from 891,693
Change-12,804 (-1%)
Value$82.6M (-$3.4M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares850,340 from 799,019
Change+51,321 (+6%)
Value$79.9M (+$2.9M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares849,731 from 814,662
Change+35,069 (+4%)
Value$79.9M (+$1.3M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares840,166 from 796,366
Change+43,800 (+6%)
Value$79.0M (+$2.2M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares825,168 from 289,536
Change+535,632 (+185%)
Value$77.6M (+$49.6M)
Filed 2026-11-02
Summit Financial Strategies, Inc.
INCREASED
Shares808,362 from 785,029
Change+23,333 (+3%)
Value$76.0M (+$254.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares807,838 from 709,099
Change+98,739 (+14%)
Value$76.0M (+$7.5M)
Filed 2026-10-23
Greenup Street Wealth Management LLC
DECREASED
Shares791,907 from 797,996
Change-6,089 (-1%)
Value$74.5M (-$2.5M)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares725,706 from 750,726
Change-25,020 (-3%)
Value$68.2M (-$4.2M)
Filed 2026-10-20
Rockwood Wealth Management, LLC
INCREASED
Shares707,849 from 627,972
Change+79,877 (+13%)
Value$66.6M (+$6.0M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares694,749 from 279,704
Change+415,045 (+148%)
Value$65.3M (+$38.4M)
Filed 2026-11-05
Atwood & Palmer Inc
INCREASED
Shares683,140 from 674,517
Change+8,623 (+1%)
Value$64.2M (-$855.4K)
Filed 2026-10-08
Falcon Wealth Planning
INCREASED
Shares680,164 from 632,978
Change+47,186 (+7%)
Value$63.9M (+$2.9M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares619,859 from 613,449
Change+6,410 (+1%)
Value$58.3M (-$913.0K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares567,437 from 723,814
Change-156,377 (-22%)
Value$53.4M (-$16.5M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares543,384 from 403,568
Change+139,816 (+35%)
Value$50.7M (+$12.7M)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares533,185 from 515,769
Change+17,416 (+3%)
Value$50.1M (+$363.5K)
Filed 2026-10-16
Tarbox Family Office, Inc.
DECREASED
Shares498,533 from 506,746
Change-8,213 (-2%)
Value$46.9M (-$2.0M)
Filed 2026-10-23
HighPoint Advisor Group LLC
INCREASED
Shares497,264 from 495,601
Change+1,663 (+0%)
Value$46.8M (-$1.1M)
Filed 2026-11-09
Morton Brown Family Wealth, LLC
INCREASED
Shares489,916 from 480,549
Change+9,367 (+2%)
Value$46.1M (-$306.3K)
Filed 2026-10-23
McLean Asset Management Corp
DECREASED
Shares487,489 from 489,332
Change-1,843 (0%)
Value$39.9M (-$3.9M)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares444,815 from 223,034
Change+221,781 (+99%)
Value$41.8M (+$20.3M)
Filed 2026-10-27
West Paces Advisors Inc.
INCREASED
Shares407,155 from 401,179
Change+5,976 (+1%)
Value$38.3M (-$429.0K)
Filed 2026-10-13
Arlington Financial Advisors, LLC
DECREASED
Shares402,117 from 402,768
Change-651 (0%)
Value$37.8M (-$1.1M)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
INCREASED
Shares394,988 from 362,842
Change+32,146 (+9%)
Value$37.1M (+$2.1M)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares390,614 from 358,301
Change+32,313 (+9%)
Value$36.7M (+$2.2M)
Filed 2026-10-23
Quantum Financial Advisors, LLC
INCREASED
Shares375,479 from 345,315
Change+30,164 (+9%)
Value$35.3M (+$2.0M)
Filed 2026-11-03
Versant Capital Management, Inc
DECREASED
Shares371,309 from 371,481
Change-172 (0%)
Value$34.9M (-$933.7K)
Filed 2026-10-02
Diversified Portfolios, Inc.
DECREASED
Shares368,922 from 488,339
Change-119,417 (-24%)
Value$34.7M (-$12.4M)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares355,992 from 353,788
Change+2,204 (+1%)
Value$33.5M (-$666.6K)
Filed 2026-11-09
GW Henssler & Associates LTD
INCREASED
Shares355,855 from 351,549
Change+4,306 (+1%)
Value$33.5M (-$463.5K)
Filed 2026-10-26
SC&H Financial Advisors, Inc.
INCREASED
Shares335,603 from 332,081
Change+3,522 (+1%)
Value$31.6M (-$489.1K)
Filed 2026-10-14
Cannon Financial Strategists, Inc.
INCREASED
Shares326,903 from 321,733
Change+5,170 (+2%)
Value$30.7M (-$308.6K)
Filed 2026-10-19
ACT Advisors, Llc.
INCREASED
Shares324,709 from 321,927
Change+2,782 (+1%)
Value$30.5M (-$533.6K)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares319,103 from 297,746
Change+21,357 (+7%)
Value$30.0M (+$1.3M)
Filed 2026-10-16
Correct Capital Wealth Management
INCREASED
Shares312,655 from 260,375
Change+52,280 (+20%)
Value$29.4M (+$4.3M)
Filed 2026-11-02
High Probability Advisors, LLC
INCREASED
Shares300,928 from 289,841
Change+11,087 (+4%)
Value$28.3M (+$326.5K)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares291,930 from 274,549
Change+17,381 (+6%)
Value$27.4M (+$956.0K)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares280,731 from 262,938
Change+17,793 (+7%)
Value$26.4M (+$1.0M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares277,747 from 224,982
Change+52,765 (+23%)
Value$26.1M (+$4.4M)
Filed 2026-10-16
JSF Financial, LLC
INCREASED
Shares271,288 from 269,566
Change+1,722 (+1%)
Value$25.5M (-$503.9K)
Filed 2026-10-22
Retirement Financial Solutions, LLC
INCREASED
Shares266,173 from 248,491
Change+17,682 (+7%)
Value$25.0M (+$1.0M)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares265,615 from 257,808
Change+7,807 (+3%)
Value$25.0M (+$97.2K)
Filed 2026-10-05
Hill Island Financial LLC
NEW
Shares265,288
Change+265,288
Value$24.9M
Filed 2026-10-20
Fonville Wealth Management LLC
INCREASED
Shares263,145 from 253,280
Change+9,865 (+4%)
Value$24.7M (+$301.9K)
Filed 2026-10-28
Armstrong, Fleming & Moore, Inc
DECREASED
Shares262,860 from 263,045
Change-185 (0%)
Value$24.7M (-$667.1K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares262,308 from 247,562
Change+14,746 (+6%)
Value$24.7M (+$775.0K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares259,058 from 234,831
Change+24,227 (+10%)
Value$24.4M (+$1.7M)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares251,902 from 247,850
Change+4,052 (+2%)
Value$23.7M (-$231.2K)
Filed 2026-11-02
Sunburst Financial Group, LLC
DECREASED
Shares250,839 from 265,413
Change-14,574 (-5%)
Value$23.6M (-$2.0M)
Filed 2026-10-09
Plancorp, LLC
INCREASED
Shares245,791 from 198,641
Change+47,150 (+24%)
Value$21.1M (+$3.1M)
Filed 2026-11-03
Ullmann Wealth Partners Group, LLC
INCREASED
Shares242,453 from 239,755
Change+2,698 (+1%)
Value$22.8M (-$338.5K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
NEW
Shares241,490
Change+241,490
Value$22.7M
Filed 2026-10-16
Concord Asset Management, LLC
INCREASED
Shares241,167 from 233,739
Change+7,428 (+3%)
Value$22.7M (+$121.0K)
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares240,721 from 227,971
Change+12,750 (+6%)
Value$22.6M (+$635.7K)
Filed 2026-10-07
Able Financial Group, LLC
INCREASED
Shares238,246 from 159,052
Change+79,194 (+50%)
Value$22.4M (+$7.1M)
Filed 2026-10-14
Alpha Financial Advisors, LLC
DECREASED
Shares237,197 from 237,632
Change-435 (0%)
Value$22.3M (-$627.8K)
Filed 2026-11-09
Marietta Wealth Management, LLC
DECREASED
Shares233,695 from 239,063
Change-5,368 (-2%)
Value$21.3M (-$1.8M)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED
Shares230,989 from 221,589
Change+9,400 (+4%)
Value$21.7M (+$336.5K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares230,840 from 76,814
Change+154,026 (+201%)
Value$21.7M (+$15.5M)
Filed 2026-10-13
B&D White Capital Company, LLC
DECREASED
Shares229,227 from 259,850
Change-30,623 (-12%)
Value$21.6M (-$3.5M)
Filed 2026-11-02
TCI Wealth Advisors, Inc.
DECREASED
Shares225,322 from 229,475
Change-4,153 (-2%)
Value$21.2M (-$957.3K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares223,351 from 205,128
Change+18,223 (+9%)
Value$21.0M (+$1.2M)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares220,453 from 190,829
Change+29,624 (+16%)
Value$20.7M (+$3.5M)
Filed 2026-10-26
Vise Technologies, Inc.
NEW
Shares220,082
Change+220,082
Value$20.7M
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares218,405 from 215,808
Change+2,597 (+1%)
Value$21.1M (+$250.6K)
Filed 2026-11-06
Intergy Private Wealth, LLC
INCREASED
Shares218,250 from 199,827
Change+18,423 (+9%)
Value$20.5M (+$1.2M)
Filed 2026-10-16
WJ Interests, LLC
INCREASED
Shares217,405 from 210,237
Change+7,168 (+3%)
Value$20.4M (+$154.6K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares215,657 from 209,840
Change+5,817 (+3%)
Value$20.3M (+$28.6K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares213,620 from 193,468
Change+20,152 (+10%)
Value$20.1M (+$1.4M)
Filed 2026-11-02
Accretive Wealth Partners, LLC
NEW
Shares212,524
Change+212,524
Value$20.0M
Filed 2026-11-06
Buttonwood Financial Group, LLC
DECREASED
Shares211,054 from 211,484
Change-430 (0%)
Value$20.3M (-$115.4K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED
Shares209,221 from 200,559
Change+8,662 (+4%)
Value$19.7M (+$319.0K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares209,170 from 186,638
Change+22,532 (+12%)
Value$19.7M (+$1.7M)
Filed 2026-10-26
MFA Wealth Advisors, LLC
INCREASED
Shares201,564 from 201,153
Change+411 (+0%)
Value$19.0M (-$458.2K)
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares197,319 from 155,149
Change+42,170 (+27%)
Value$18.6M (+$3.6M)
Filed 2026-10-26
Opus Capital Group, LLC
INCREASED
Shares193,289 from 191,970
Change+1,319 (+1%)
Value$18.2M (-$350.0K)
Filed 2026-10-30
Fortress Financial Group, LLC
INCREASED
Shares193,243 from 179,514
Change+13,729 (+8%)
Value$18.2M (+$847.4K)
Filed 2026-10-21
Kavar Capital Partners Group, LLC
INCREASED
Shares191,690 from 180,897
Change+10,793 (+6%)
Value$18.0M (+$568.0K)
Filed 2026-11-06
Stewardship Advisors, LLC
INCREASED
Shares191,200 from 114,918
Change+76,282 (+66%)
Value$18.0M (+$6.9M)
Filed 2026-10-20
Aire Advisors, LLC
INCREASED
Shares190,363 from 186,412
Change+3,951 (+2%)
Value$17.9M (-$88.9K)
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
INCREASED
Shares187,761 from 184,217
Change+3,544 (+2%)
Value$17.7M (-$121.9K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares186,070 from 170,054
Change+16,016 (+9%)
Value$17.5M (+$1.1M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares185,240 from 182,690
Change+2,550 (+1%)
Value$17.4M (-$211.5K)
Filed 2026-10-28
Destiny Wealth Partners, LLC
INCREASED
Shares183,314 from 165,221
Change+18,093 (+11%)
Value$15.8M (+$972.5K)
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares179,700 from 176,723
Change+2,977 (+2%)
Value$16.9M (-$156.6K)
Filed 2026-11-05
Systelligence, LLC
INCREASED
Shares178,955 from 65,309
Change+113,646 (+174%)
Value$15.4M (+$9.1M)
Filed 2026-11-05
International City Management Association Retirement Corp
NEW
Shares178,535
Change+178,535
Value$16.8M
Filed 2026-10-26
Burton Enright Welch
INCREASED
Shares176,860 from 171,345
Change+5,515 (+3%)
Value$16.6M (+$95.3K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
INCREASED
Shares176,453 from 169,802
Change+6,651 (+4%)
Value$16.6M (+$491.3K)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares172,545 from 181,000
Change-8,455 (-5%)
Value$16.2M (-$1.2M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares171,666 from 149,160
Change+22,506 (+15%)
Value$16.1M (+$1.7M)
Filed 2026-11-06
ERn Financial, LLC
DECREASED
Shares170,997 from 171,570
Change-573 (0%)
Value$16.1M (-$477.6K)
Filed 2026-10-28
Three Arch Wealth Management LLC
INCREASED
Shares170,439 from 164,994
Change+5,445 (+3%)
Value$16.0M (+$104.4K)
Filed 2026-10-20
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares169,255 from 153,774
Change+15,481 (+10%)
Value$15.9M (+$1.1M)
Filed 2026-11-09
Grand Wealth Management, LLC
INCREASED
Shares167,323 from 158,136
Change+9,187 (+6%)
Value$15.7M (+$473.2K)
Filed 2026-11-09
True North Advisors, LLC
INCREASED
Shares163,419 from 151,215
Change+12,204 (+8%)
Value$15.4M (+$774.0K)
Filed 2026-10-22
Invenio Wealth Partners LLC
INCREASED
Shares162,876 from 131,477
Change+31,399 (+24%)
Value$15.3M (+$2.6M)
Filed 2026-10-20
Define Financial, LLC
INCREASED
Shares162,484 from 154,063
Change+8,421 (+5%)
Value$15.3M (+$411.1K)
Filed 2026-10-14
First Hawaiian Bank
INCREASED
Shares161,453 from 105,450
Change+56,003 (+53%)
Value$15.2M (+$5.0M)
Filed 2026-10-14
Arete Wealth Advisors, LLC
INCREASED
Shares160,948 from 81,833
Change+79,115 (+97%)
Value$15.1M (+$7.2M)
Filed 2026-11-09
Cardiff Park Advisors, LLC
INCREASED
Shares157,850 from 157,070
Change+780 (+1%)
Value$14.8M (-$314.6K)
Filed 2026-11-09
Verum Partners LLC
INCREASED
Shares153,452 from 141,563
Change+11,889 (+8%)
Value$14.4M (+$768.2K)
Filed 2026-10-21
Echo Wealth Management, LLC
INCREASED
Shares147,614 from 137,979
Change+9,635 (+7%)
Value$13.9M (+$565.1K)
Filed 2026-10-15
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares147,431 from 146,977
Change+454 (+0%)
Value$13.9M (-$320.4K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares146,741 from 17,557
Change+129,184 (+736%)
Value$13.8M (+$12.1M)
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares146,479 from 131,634
Change+14,845 (+11%)
Value$13.8M (+$1.1M)
Filed 2026-10-20
Visionary Horizons, LLC
INCREASED
Shares146,454 from 139,011
Change+7,443 (+5%)
Value$13.8M (+$356.4K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
INCREASED
Shares145,918 from 9,798
Change+136,120 (+1389%)
Value$13.7M (+$12.8M)
Filed 2026-10-29
Prosperity Planning, Inc.
INCREASED
Shares145,726 from 139,840
Change+5,886 (+4%)
Value$13.7M (+$208.0K)
Filed 2026-10-09
Certified Advisory Corp
INCREASED
Shares139,188 from 138,233
Change+955 (+1%)
Value$13.1M (-$251.6K)
Filed 2026-10-29
Marks Group Wealth Management, Inc
INCREASED
Shares136,672 from 68,002
Change+68,670 (+101%)
Value$12.8M (+$6.3M)
Filed 2026-11-05
Freedom Financial Partners LLC
INCREASED
Shares136,136 from 131,382
Change+4,754 (+4%)
Value$12.8M (+$122.5K)
Filed 2026-10-19
Boyum Wealth Architects LLC
INCREASED
Shares136,029 from 135,017
Change+1,012 (+1%)
Value$13.0M (+$692.0K)
Filed 2026-10-06
Choice Wealth Advisors LLC
INCREASED
Shares135,959 from 133,375
Change+2,584 (+2%)
Value$12.8M (-$86.5K)
Filed 2026-10-16
Great Diamond Partners, LLC
INCREASED
Shares135,236 from 133,492
Change+1,744 (+1%)
Value$12.7M (-$165.8K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares134,831 from 247,021
Change-112,190 (-45%)
Value$12.7M (-$11.2M)
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED
Shares134,772 from 127,415
Change+7,357 (+6%)
Value$12.7M (+$377.0K)
Filed 2026-11-03
Legacy CG, LLC
INCREASED
Shares133,433 from 126,193
Change+7,240 (+6%)
Value$12.5M (+$369.0K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
INCREASED
Shares131,454 from 124,477
Change+6,977 (+6%)
Value$12.4M (+$348.5K)
Filed 2026-10-28
Saxon Interests, Inc.
INCREASED
Shares131,320 from 129,969
Change+1,351 (+1%)
Value$12.3M (-$194.0K)
Filed 2026-10-26
D'Orazio & Associates, Inc.
INCREASED
Shares130,885 from 111,228
Change+19,657 (+18%)
Value$12.3M (+$1.6M)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares130,439 from 4,674
Change+125,765 (+2691%)
Value$12.3M (+$11.8M)
Filed 2026-10-28
Brickley Wealth Management
INCREASED
Shares130,142 from 122,618
Change+7,524 (+6%)
Value$12.2M (+$404.5K)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares127,892 from 48,988
Change+78,904 (+161%)
Value$12.0M (+$7.3M)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares127,233 from 90,334
Change+36,899 (+41%)
Value$12.0M (+$3.2M)
Filed 2026-10-26
Northwest Wealth Management, LLC
DECREASED
Shares126,989 from 128,697
Change-1,708 (-1%)
Value$11.9M (-$478.4K)
Filed 2026-10-30
Shotwell Rutter Baer Inc
DECREASED
Shares124,383 from 125,042
Change-659 (-1%)
Value$11.7M (-$370.8K)
Filed 2026-10-14
Oak Wealth Advisors LLC
DECREASED
Shares123,378 from 126,760
Change-3,382 (-3%)
Value$11.6M (-$631.1K)
Filed 2026-11-09
Market Street Wealth Management Advisors LLC
NEW
Shares122,988
Change+122,988
Value$11.6M
Filed 2026-10-09
Tortoise Investment Management, LLC
INCREASED
Shares122,631 from 121,127
Change+1,504 (+1%)
Value$11.5M (-$157.8K)
Filed 2026-11-06
Torren Management, LLC
INCREASED
Shares121,894 from 120,933
Change+961 (+1%)
Value$11.5M (-$208.4K)
Filed 2026-10-29
Highland Financial Advisors, LLC
INCREASED
Shares120,023 from 115,763
Change+4,260 (+4%)
Value$11.3M (+$114.6K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares119,520 from 4,994
Change+114,526 (+2293%)
Value$11.2M (+$10.8M)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares119,355 from 111,548
Change+7,807 (+7%)
Value$11.2M (+$458.5K)
Filed 2026-11-02
Heritage Family Offices, LLP
INCREASED
Shares117,433 from 101,232
Change+16,201 (+16%)
Value$11.0M (+$1.3M)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares115,908 from 104,991
Change+10,917 (+10%)
Value$10.9M (+$767.1K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares109,456 from 109,366
Change+90 (+0%)
Value$10.3M (-$261.7K)
Filed 2026-10-07
MN Wealth Advisors, LLC
INCREASED
Shares109,335 from 101,253
Change+8,082 (+8%)
Value$10.3M (+$509.7K)
Filed 2026-10-23
Nottingham Advisors, Inc.
DECREASED
Shares108,933 from 110,278
Change-1,345 (-1%)
Value$10.3M (+$310.1K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares106,861 from 56,733
Change+50,128 (+88%)
Value$10.0M (+$4.6M)
Filed 2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED
Shares106,698 from 101,935
Change+4,763 (+5%)
Value$10.0M (+$196.1K)
Filed 2026-10-16
BetterWealth, LLC
INCREASED
Shares106,052 from 104,621
Change+1,431 (+1%)
Value$10.0M (-$123.9K)
Filed 2026-10-15
WMG Financial Advisors, LLC
UNCHANGED
Shares102,989 from 102,989
Change0 (0%)
Value$9.9M ($0)
Filed 2026-10-28
RED Lighthouse Investment Management, LLC
INCREASED
Shares101,066 from 100,385
Change+681 (+1%)
Value$9.5M (-$183.8K)
Filed 2026-11-02
Tull Financial Group, Inc.
INCREASED
Shares100,210 from 92,845
Change+7,365 (+8%)
Value$9.4M (+$463.2K)
Filed 2026-11-05
Collective Family Office LLC
DECREASED
Shares100,010 from 102,043
Change-2,033 (-2%)
Value$9.4M (-$443.2K)
Filed 2026-10-05
Acima Private Wealth, LLC
INCREASED
Shares98,961 from 91,106
Change+7,855 (+9%)
Value$9.3M (+$513.5K)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares98,503 from 109,953
Change-11,450 (-10%)
Value$9.3M (-$1.3M)
Filed 2026-11-03
Hudson Capital Management LLC
INCREASED
Shares97,903 from 97,429
Change+474 (+0%)
Value$9.2M (-$196.2K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares97,621 from 106,236
Change-8,615 (-8%)
Value$9.2M (-$1.1M)
Filed 2026-10-21
Chris Bulman Inc
INCREASED
Shares97,295 from 91,934
Change+5,361 (+6%)
Value$9.1M (+$276.8K)
Filed 2026-10-20
Haven Private, LLC
INCREASED
Shares96,608 from 92,606
Change+4,002 (+4%)
Value$9.1M (+$147.5K)
Filed 2026-10-27
Disciplina Capital Management LLC
DECREASED
Shares95,898 from 97,396
Change-1,498 (-2%)
Value$9.0M (-$381.4K)
Filed 2026-11-06
Cypress Point Wealth Management, LLC
INCREASED
Shares95,361 from 93,841
Change+1,520 (+2%)
Value$9.0M (-$88.9K)
Filed 2026-11-03
Align Financial, LLC
DECREASED
Shares95,191 from 95,422
Change-231 (0%)
Value$8.9M (-$257.4K)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED
Shares94,657 from 90,062
Change+4,595 (+5%)
Value$8.9M (+$209.6K)
Filed 2026-11-03
Financial Futures Ltd Liability Co.
INCREASED
Shares94,232 from 92,288
Change+1,944 (+2%)
Value$8.9M (-$45.1K)
Filed 2026-10-13
Avant Financial Advisors LLC
INCREASED
Shares94,070 from 91,426
Change+2,644 (+3%)
Value$8.8M (+$22.7K)
Filed 2026-11-02
Broadway Wealth Solutions, Inc.
INCREASED
Shares92,198 from 86,728
Change+5,470 (+6%)
Value$8.7M (+$300.1K)
Filed 2026-10-21
46 Peaks LLC
DECREASED
Shares91,715 from 96,568
Change-4,853 (-5%)
Value$8.6M (-$694.8K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares91,414 from 94,385
Change-2,971 (-3%)
Value$8.6M (-$512.3K)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
DECREASED
Shares91,311 from 94,555
Change-3,244 (-3%)
Value$8.6M (-$538.5K)
Filed 2026-11-06
Silver OAK Wealth Advisors Services, LLC
INCREASED
Shares91,250 from 91,105
Change+145 (+0%)
Value$8.6M (-$211.4K)
Filed 2026-11-09
Independence Bank of Kentucky
INCREASED
Shares90,241 from 81,226
Change+9,015 (+11%)
Value$8.5M (+$647.0K)
Filed 2026-10-26
Gainline Financial Partners, LLC
INCREASED
Shares89,668 from 76,374
Change+13,294 (+17%)
Value$8.4M (+$1.1M)
Filed 2026-10-15
Harbor Group, Inc.
INCREASED
Shares89,558 from 77,026
Change+12,532 (+16%)
Value$8.4M (+$988.0K)
Filed 2026-10-14
Shore Point Advisors, LLC
DECREASED
Shares89,361 from 90,353
Change-992 (-1%)
Value$2.9M (+$36.4K)
Filed 2026-10-14
White Pine Investment Co
INCREASED
Shares87,945 from 72,436
Change+15,509 (+21%)
Value$8.3M (+$1.3M)
Filed 2026-10-15
Kings Path Partners LLC
DECREASED
Shares86,811 from 88,015
Change-1,204 (-1%)
Value$8.2M (-$330.5K)
Filed 2026-10-21
Flagstone Financial Management
DECREASED
Shares86,355 from 88,013
Change-1,658 (-2%)
Value$8.1M (-$373.2K)
Filed 2026-11-05
Integrity Investment Advisors, LLC
INCREASED
Shares84,272 from 65,078
Change+19,194 (+29%)
Value$7.9M (+$1.6M)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares83,278 from 79,148
Change+4,130 (+5%)
Value$7.8M (+$192.8K)
Filed 2026-10-22
Croban
DECREASED
Shares83,102 from 85,868
Change-2,766 (-3%)
Value$7.8M (-$472.1K)
Filed 2026-11-09
Greenspring Advisors, LLC
INCREASED
Shares81,890 from 81,750
Change+140 (+0%)
Value$7.7M (-$188.7K)
Filed 2026-11-05
LexAurum Advisors, LLC
INCREASED
Shares81,783 from 78,812
Change+2,971 (+4%)
Value$7.7M (+$84.7K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares81,530 from 92,172
Change-10,642 (-12%)
Value$7.7M (-$1.2M)
Filed 2026-10-22
Sylvest Advisors, LLC
DECREASED
Shares81,312 from 83,114
Change-1,802 (-2%)
Value$7.6M (-$374.8K)
Filed 2026-10-26
StrongBox Wealth, LLC
INCREASED
Shares81,034 from 9,333
Change+71,701 (+768%)
Value$7.6M (+$6.7M)
Filed 2026-11-02
Trace Wealth Advisors, LLC
UNCHANGED
Shares80,713 from 80,713
Change0 (0%)
Value$7.6M (-$199.4K)
Filed 2026-10-30
Trellis Wealth Advisors LLC
DECREASED
Shares80,391 from 80,537
Change-146 (0%)
Value$7.6M (-$212.6K)
Filed 2026-10-19
Waterfront Wealth Inc.
INCREASED
Shares79,699 from 75,289
Change+4,410 (+6%)
Value$7.1M (+$47.8K)
Filed 2026-11-03
EnRich Financial Partners LLC
INCREASED
Shares79,650 from 79,476
Change+174 (+0%)
Value$7.5M (-$179.9K)
Filed 2026-10-21
Riversedge Advisors, LLC
DECREASED
Shares78,803 from 79,048
Change-245 (0%)
Value$7.4M (-$218.2K)
Filed 2026-10-09
Grove Bank & Trust
INCREASED
Shares78,367 from 78,354
Change+13 (+0%)
Value$7.4M (-$192.3K)
Filed 2026-10-08
AWM Capital, LLC
INCREASED
Shares77,960 from 77,461
Change+499 (+1%)
Value$7.3M (-$144.4K)
Filed 2026-10-16
Redw Wealth LLC
DECREASED
Shares77,895 from 84,108
Change-6,213 (-7%)
Value$7.3M (-$791.9K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
INCREASED
Shares77,372 from 73,282
Change+4,090 (+6%)
Value$7.3M (+$203.5K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
INCREASED
Shares77,112 from 76,432
Change+680 (+1%)
Value$7.3M (-$124.8K)
Filed 2026-10-15
Lifestyle Asset Management, Inc.
INCREASED
Shares77,096 from 57,235
Change+19,861 (+35%)
Value$7.2M (+$1.7M)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares76,713 from 75,280
Change+1,433 (+2%)
Value$7.2M (-$51.3K)
Filed 2026-10-20
Arwa LLC
INCREASED
Shares76,397 from 44,148
Change+32,249 (+73%)
Value$7.1M (+$3.1M)
Filed 2026-10-21
Invariant Investment Management
INCREASED
Shares75,916 from 74,538
Change+1,378 (+2%)
Value$7.2M (+$138.9K)
Filed 2026-10-08
Stonehearth Capital Management, LLC
INCREASED
Shares75,229 from 74,278
Change+951 (+1%)
Value$7.1M (-$94.1K)
Filed 2026-10-13
Cedar Point Capital Partners, LLC
NEW
Shares74,426
Change+74,426
Value$7.0M
Filed 2026-10-29
Richmond Investment Services, LLC
INCREASED
Shares73,929 from 72,414
Change+1,515 (+2%)
Value$7.0M (-$36.4K)
Filed 2026-10-29
Apollon Financial, LLC
INCREASED
Shares73,329 from 56,088
Change+17,241 (+31%)
Value$6.9M (+$1.5M)
Filed 2026-10-23
IAG Wealth Partners, LLC
INCREASED
Shares72,680 from 71,443
Change+1,237 (+2%)
Value$6.8M (-$60.2K)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares72,650 from 71,656
Change+994 (+1%)
Value$6.8M (-$83.5K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares72,515 from 69,313
Change+3,202 (+5%)
Value$6.8M (+$236.2K)
Filed 2026-10-09
Fortitude Family Office, LLC
UNCHANGED
Shares72,265 from 72,265
Change0 (0%)
Value$6.8M (-$178.5K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
INCREASED
Shares71,915 from 62,019
Change+9,896 (+16%)
Value$6.8M (+$777.2K)
Filed 2026-10-29
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares71,675 from 66,588
Change+5,087 (+8%)
Value$6.7M (+$313.9K)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares69,083 from 61,865
Change+7,218 (+12%)
Value$6.5M (+$525.9K)
Filed 2026-10-09
Physician Wealth Solutions Inc.
DECREASED
Shares68,940 from 75,871
Change-6,931 (-9%)
Value$6.5M (-$839.1K)
Filed 2026-10-14
Financial Symmetry Inc
INCREASED
Shares68,897 from 64,367
Change+4,530 (+7%)
Value$6.5M (+$266.9K)
Filed 2026-10-06
Global Strategic Investment Solutions, LLC
INCREASED
Shares67,873 from 67,573
Change+300 (+0%)
Value$6.4M (-$138.7K)
Filed 2026-10-16
Telos Capital Management, Inc.
DECREASED
Shares67,505 from 80,020
Change-12,515 (-16%)
Value$6.3M (-$1.4M)
Filed 2026-11-02
Defined Wealth Management, LLC
INCREASED
Shares67,221 from 66,910
Change+311 (+0%)
Value$6.3M (-$136.0K)
Filed 2026-10-19
Level Financial Advisors
INCREASED
Shares66,724 from 66,122
Change+602 (+1%)
Value$6.3M (-$106.7K)
Filed 2026-10-13
Andrews Advisory Associates, LLC
INCREASED
Shares65,800 from 60,621
Change+5,179 (+9%)
Value$6.2M (+$337.2K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares65,138 from 60,566
Change+4,572 (+8%)
Value$6.1M (+$280.3K)
Filed 2026-10-08
Frankly Finances, LLC
INCREASED
Shares63,772 from 61,125
Change+2,647 (+4%)
Value$6.0M (+$97.9K)
Filed 2026-10-28
Bauman Advisory Group, LLC
INCREASED
Shares63,705 from 59,424
Change+4,281 (+7%)
Value$6.0M (+$255.8K)
Filed 2026-10-29
AMI Investment Management Inc
NEW
Shares63,682
Change+63,682
Value$6.0M
Filed 2026-10-27
Greenwood Capital Associates LLC
INCREASED
Shares63,361 from 54,359
Change+9,002 (+17%)
Value$6.0M (+$712.1K)
Filed 2026-10-27
WealthPLAN Partners, LLC
DECREASED
Shares62,324 from 75,382
Change-13,058 (-17%)
Value$5.9M (-$1.4M)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares62,266 from 59,531
Change+2,735 (+5%)
Value$5.9M (+$110.1K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares61,868 from 61,044
Change+824 (+1%)
Value$5.4M (-$139.1K)
Filed 2026-10-27
Great Point Wealth Advisors, LLC
DECREASED
Shares61,445 from 63,612
Change-2,167 (-3%)
Value$5.8M (-$360.9K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares61,392 from 64,041
Change-2,649 (-4%)
Value$5.8M (-$93.4K)
Filed 2026-10-29
Bellecapital International Ltd.
DECREASED
Shares61,092 from 64,859
Change-3,767 (-6%)
Value$5.7M (-$514.4K)
Filed 2026-10-21
Canvas Wealth Advisors, LLC
INCREASED
Shares61,041 from 57,073
Change+3,968 (+7%)
Value$5.4M (-$110.3K)
Filed 2026-11-02
Sensenig Capital Advisors, Inc
INCREASED
Shares60,479 from 55,342
Change+5,137 (+9%)
Value$5.7M (+$346.3K)
Filed 2026-10-23
Factor Wealth Management LTD
INCREASED
Shares60,430 from 50,845
Change+9,585 (+19%)
Value$5.7M (+$775.6K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares59,652 from 60,801
Change-1,149 (-2%)
Value$5.6M (-$258.2K)
Filed 2026-10-22
BWM Planning, LLC
INCREASED
Shares59,560 from 57,500
Change+2,060 (+4%)
Value$5.6M (+$51.6K)
Filed 2026-11-09
Moneco Advisors, LLC
INCREASED
Shares59,238 from 23,594
Change+35,644 (+151%)
Value$5.6M (+$3.3M)
Filed 2026-11-05
Titleist Asset Management, LLC
NEW
Shares58,524
Change+58,524
Value$5.5M
Filed 2026-10-08
Fairway Financial, LLC
NEW
Shares58,158
Change+58,158
Value$5.5M
Filed 2026-10-20
Cap Partners, LLC
INCREASED
Shares58,013 from 56,503
Change+1,510 (+3%)
Value$5.5M (+$2.4K)
Filed 2026-10-19
Level Four Advisory Services, LLC
INCREASED
Shares57,856 from 21,566
Change+36,290 (+168%)
Value$5.4M (+$3.4M)
Filed 2026-11-06
Kelman-Lazarov, Inc.
DECREASED
Shares57,515 from 61,225
Change-3,710 (-6%)
Value$5.4M (-$500.0K)
Filed 2026-11-09
Ferguson Johnson Wealth Management Inc
INCREASED
Shares56,804 from 54,727
Change+2,077 (+4%)
Value$5.3M (+$60.7K)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares56,767 from 74,040
Change-17,273 (-23%)
Value$5.3M (-$1.8M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares55,813 from 49,908
Change+5,905 (+12%)
Value$5.2M (+$431.9K)
Filed 2026-10-26
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares55,307 from 47,256
Change+8,051 (+17%)
Value$5.2M (+$640.2K)
Filed 2026-10-13
Spectrum Advisors, Inc.
DECREASED
Shares55,179 from 55,839
Change-660 (-1%)
Value$5.2M (-$200.0K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
DECREASED
Shares54,900 from 74,352
Change-19,452 (-26%)
Value$5.2M (-$2.0M)
Filed 2026-10-30
Interchange Capital Partners, LLC
INCREASED
Shares54,259 from 19,298
Change+34,961 (+181%)
Value$5.1M (+$3.2M)
Filed 2026-10-28
Jnba Financial Advisors
DECREASED
Shares53,859 from 55,779
Change-1,920 (-3%)
Value$5.1M (-$318.3K)
Filed 2026-11-03
Verus Wealth Management, LLC
INCREASED
Shares53,418 from 46,832
Change+6,586 (+14%)
Value$5.0M (+$503.5K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
INCREASED
Shares53,110 from 51,244
Change+1,866 (+4%)
Value$5.0M (+$419.3K)
Filed 2026-11-02
Altar Rock LLC
DECREASED
Shares52,900 from 52,998
Change-98 (0%)
Value$5.0M (-$135.2K)
Filed 2026-11-06
Activest Wealth Management
DECREASED
Shares51,615 from 55,350
Change-3,735 (-7%)
Value$4.9M (-$487.9K)
Filed 2026-10-15
RVW Wealth, LLC
INCREASED
Shares51,528 from 15,211
Change+36,317 (+239%)
Value$4.8M (+$3.4M)
Filed 2026-10-06
EverSource Wealth Advisors, LLC
INCREASED
Shares51,339 from 49,052
Change+2,287 (+5%)
Value$4.8M (+$93.9K)
Filed 2026-11-04
Adelphi Trust Co
INCREASED
Shares50,620 from 47,088
Change+3,532 (+8%)
Value$4.8M (+$215.8K)
Filed 2026-10-05
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares49,991 from 48,741
Change+1,250 (+3%)
Value$4.7M (+$43.6K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares49,947 from 50,648
Change-701 (-1%)
Value$4.7M (-$191.1K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares49,133 from 15,911
Change+33,222 (+209%)
Value$4.2M (+$2.7M)
Filed 2026-11-04
Tandemgrowth Financial Advisors LLC
INCREASED
Shares48,980 from 46,823
Change+2,157 (+5%)
Value$4.6M (+$87.1K)
Filed 2026-11-05
Sunpointe, LLC
INCREASED
Shares48,426 from 44,348
Change+4,078 (+9%)
Value$4.6M (+$273.9K)
Filed 2026-10-22
Town Capital LLC
INCREASED
Shares47,895 from 37,160
Change+10,735 (+29%)
Value$4.5M (+$917.5K)
Filed 2026-11-03
Elyxium Wealth, LLC
INCREASED
Shares47,661 from 40,010
Change+7,651 (+19%)
Value$4.5M (+$620.5K)
Filed 2026-10-27
Diversify Advisory Services, LLC
DECREASED
Shares47,339 from 56,604
Change-9,265 (-16%)
Value$4.3M (-$788.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares47,339 from 56,604
Change-9,265 (-16%)
Value$4.3M (-$788.3K)
Filed 2026-10-20
Base Wealth Management LLC
INCREASED
Shares46,393 from 41,320
Change+5,073 (+12%)
Value$4.4M (+$374.9K)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares46,117 from 42,006
Change+4,111 (+10%)
Value$4.3M (+$282.8K)
Filed 2026-11-04
Retirement Guys Formula LLC
DECREASED
Shares45,706 from 48,125
Change-2,419 (-5%)
Value$4.3M (-$346.3K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
DECREASED
Shares45,467 from 45,733
Change-266 (-1%)
Value$4.3M (-$138.0K)
Filed 2026-10-19
Tillman Hartley LLC
DECREASED
Shares45,168 from 45,197
Change-29 (0%)
Value$4.2M (-$114.4K)
Filed 2026-11-06
Vaquero Private Wealth, LTD
INCREASED
Shares43,853 from 8,212
Change+35,641 (+434%)
Value$4.1M (+$3.3M)
Filed 2026-10-27
GFG Capital, LLC
INCREASED
Shares43,129 from 41,204
Change+1,925 (+5%)
Value$4.1M (+$79.2K)
Filed 2026-10-16
Centennial Wealth Advisory LLC
INCREASED
Shares42,031 from 39,256
Change+2,775 (+7%)
Value$4.0M (+$167.1K)
Filed 2026-10-16
Apeiron RIA LLC
DECREASED
Shares41,959 from 54,436
Change-12,477 (-23%)
Value$3.9M (-$1.3M)
Filed 2026-10-08
Sierra Ocean, LLC
NEW
Shares41,668
Change+41,668
Value$3.9M
Filed 2026-11-03
Family Office Research LLC
INCREASED
Shares41,568 from 41,477
Change+91 (+0%)
Value$3.9M (-$93.8K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED
Shares41,491 from 39,655
Change+1,836 (+5%)
Value$3.9M (+$74.7K)
Filed 2026-11-05
Paladin Wealth, LLC
INCREASED
Shares41,367 from 40,542
Change+825 (+2%)
Value$3.9M (-$22.6K)
Filed 2026-10-23
Intentional Wealth Strategies, LLC
INCREASED
Shares41,101 from 38,071
Change+3,030 (+8%)
Value$3.9M (+$191.3K)
Filed 2026-11-09
3 Factor Indexing, LLC
DECREASED
Shares39,865 from 40,030
Change-165 (0%)
Value$3.7M (-$114.4K)
Filed 2026-10-15
Rainier Family Wealth Inc
INCREASED
Shares39,759 from 36,219
Change+3,540 (+10%)
Value$3.7M (+$243.3K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares39,744 from 34,493
Change+5,251 (+15%)
Value$3.7M (+$408.5K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares39,662 from 38,671
Change+991 (+3%)
Value$3.7M (-$2.3K)
Filed 2026-11-04
Poinciana Advisors Group, LLC
DECREASED
Shares39,404 from 45,405
Change-6,001 (-13%)
Value$4.1M (-$714.8K)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares39,200 from 38,490
Change+710 (+2%)
Value$3.7M (-$28.0K)
Filed 2026-10-22
Acorn Creek Capital LLC
INCREASED
Shares38,880 from 37,492
Change+1,388 (+4%)
Value$3.7M (+$38.0K)
Filed 2026-11-05
Daviman Financial, LLC
INCREASED
Shares38,354 from 36,791
Change+1,563 (+4%)
Value$3.6M (+$56.1K)
Filed 2026-11-06
Kraft, Davis & Associates, LLC
DECREASED
Shares37,825 from 38,708
Change-883 (-2%)
Value$3.4M (-$198.8K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares37,669 from 33,014
Change+4,655 (+14%)
Value$3.5M (+$356.1K)
Filed 2026-10-16
Leading Edge Financial Planning LLC
INCREASED
Shares37,608 from 29,770
Change+7,838 (+26%)
Value$3.5M (+$663.4K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares37,595 from 33,450
Change+4,145 (+12%)
Value$3.5M (+$307.1K)
Filed 2026-10-14
Sprinkle Financial Consultants LLC
INCREASED
Shares37,595 from 35,441
Change+2,154 (+6%)
Value$3.5M (+$115.2K)
Filed 2026-10-09
Orba Wealth Advisors, L.L.C.
INCREASED
Shares36,703 from 35,980
Change+723 (+2%)
Value$3.5M (-$20.9K)
Filed 2026-10-23
Newport Capital Group, LLC
NEW
Shares34,906
Change+34,906
Value$3.3M
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares34,897 from 10,103
Change+24,794 (+245%)
Value$3.3M (+$2.3M)
Filed 2026-10-20
Ariadne Wealth Management, LP
INCREASED
Shares34,725 from 33,693
Change+1,032 (+3%)
Value$3.3M (+$13.8K)
Filed 2026-11-06
Navigoe, LLC
DECREASED
Shares34,601 from 34,645
Change-44 (0%)
Value$3.3M (-$89.0K)
Filed 2026-11-04
Petros Family Wealth, LLC
INCREASED
Shares34,210 from 28,060
Change+6,150 (+22%)
Value$3.2M (+$508.9K)
Filed 2026-10-28
William John Sempolinski
INCREASED
Shares33,093 from 30,993
Change+2,100 (+7%)
Value$3.1M (+$120.9K)
Filed 2026-10-20
Nwam LLC
INCREASED
Shares32,813 from 32,003
Change+810 (+3%)
Value$3.1M (-$2.9K)
Filed 2026-11-09
Integrated Advisors Network LLC
INCREASED
Shares32,510 from 29,582
Change+2,928 (+10%)
Value$3.1M (+$202.2K)
Filed 2026-10-20
Wealthfront Advisers LLC
INCREASED
Shares32,467 from 27,035
Change+5,432 (+20%)
Value$3.1M (+$443.9K)
Filed 2026-11-09
Aurelius Family Office LLC
DECREASED
Shares32,397 from 33,274
Change-877 (-3%)
Value$3.0M (-$164.6K)
Filed 2026-10-23
Friday Financial
INCREASED
Shares32,208 from 19,639
Change+12,569 (+64%)
Value$3.0M (+$1.2M)
Filed 2026-10-09
Philip James Wealth Mangement, LLC
DECREASED
Shares32,041 from 32,753
Change-712 (-2%)
Value$3.0M (-$147.8K)
Filed 2026-10-27
Prospect Financial Group LLC
INCREASED
Shares31,685 from 29,892
Change+1,793 (+6%)
Value$3.0M (+$94.7K)
Filed 2026-11-05
Wheels Up Wealth, Inc.
INCREASED
Shares31,597 from 31,563
Change+34 (+0%)
Value$3.0M (-$74.8K)
Filed 2026-10-27
Western Reserve Capital Management, LLC
INCREASED
Shares31,436 from 30,130
Change+1,306 (+4%)
Value$3.0M (+$48.4K)
Filed 2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED
Shares31,351 from 30,584
Change+767 (+3%)
Value$2.9M (-$3.4K)
Filed 2026-10-19
Equita Financial Network, Inc.
DECREASED
Shares31,319 from 31,362
Change-43 (0%)
Value$2.9M (-$81.4K)
Filed 2026-10-19
Quarry Hill Advisors, LLC
INCREASED
Shares30,994 from 30,923
Change+71 (+0%)
Value$2.9M (-$69.7K)
Filed 2026-11-04
Stone Summit Wealth LLC
DECREASED
Shares30,841 from 31,190
Change-349 (-1%)
Value$2.9M (-$109.8K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares30,631 from 25,626
Change+5,005 (+20%)
Value$2.9M (+$407.2K)
Filed 2026-10-08
Banco Santander, S.A.
NEW
Shares30,547
Change+30,547
Value$2.9M
Filed 2026-11-10
marrick wealth, LLC
INCREASED
Shares30,159 from 27,612
Change+2,547 (+9%)
Value$2.8M (+$171.3K)
Filed 2026-10-20
Avestar Capital, LLC
NEW
Shares29,567
Change+29,567
Value$2.8M
Filed 2026-10-28
Sagace Wealth Management LLC
INCREASED
Shares29,555 from 29,286
Change+269 (+1%)
Value$2.8M (-$47.0K)
Filed 2026-10-28
Transcendent Capital Group LLC
DECREASED
Shares29,322 from 29,499
Change-177 (-1%)
Value$2.8M (-$89.5K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares29,220 from 26,878
Change+2,342 (+9%)
Value$2.7M (+$153.9K)
Filed 2026-10-28
HMV Wealth Advisors, LLC
DECREASED
Shares28,990 from 29,130
Change-140 (0%)
Value$2.7M (-$85.1K)
Filed 2026-10-27
Motco
INCREASED
Shares28,564 from 26,710
Change+1,854 (+7%)
Value$2.7M (+$108.3K)
Filed 2026-11-09
Columbia Advisory Partners LLC
INCREASED
Shares28,120 from 27,936
Change+184 (+1%)
Value$2.6M (-$51.7K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares28,033 from 27,907
Change+126 (+0%)
Value$2.6M (-$57.1K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares27,760 from 25,772
Change+1,988 (+8%)
Value$2.5M (+$96.6K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED
Shares27,740 from 27,453
Change+287 (+1%)
Value$2.6M (-$40.8K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares27,485 from 23,175
Change+4,310 (+19%)
Value$2.6M (+$348.0K)
Filed 2026-10-13
KFG LLC
NEW
Shares27,232
Change+27,232
Value$2.6M
Filed 2026-11-02
Symmetry Partners, LLC
DECREASED
Shares27,182 from 27,472
Change-290 (-1%)
Value$2.6M (-$95.1K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares26,825 from 14,878
Change+11,947 (+80%)
Value$2.5M (+$1.1M)
Filed 2026-10-28
AGH Wealth Advisors, LLC
DECREASED
Shares26,722 from 27,083
Change-361 (-1%)
Value$2.5M (-$100.6K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares26,681 from 25,286
Change+1,395 (+6%)
Value$2.5M (+$68.6K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares26,060 from 26,060
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares26,010 from 2,974
Change+23,036 (+775%)
Value$2.4M (+$2.2M)
Filed 2026-11-04
Clarity Capital Advisors, LLC
INCREASED
Shares25,922 from 25,617
Change+305 (+1%)
Value$2.4M (-$34.6K)
Filed 2026-10-27
Trilogy Capital Inc.
DECREASED
Shares25,678 from 27,328
Change-1,650 (-6%)
Value$2.4M (-$222.6K)
Filed 2026-10-20
Seaside Wealth Management, Inc.
DECREASED
Shares25,587 from 26,446
Change-859 (-3%)
Value$2.4M (-$146.0K)
Filed 2026-11-09
Riverwater Partners LLC
UNCHANGED
Shares25,542 from 25,542
Change0 (0%)
Value$2.4M (-$63.1K)
Filed 2026-11-03
Kelleher Financial Advisors
INCREASED
Shares25,331 from 24,327
Change+1,004 (+4%)
Value$2.4M (+$34.3K)
Filed 2026-10-30
Kachkovsky & Fisher, Inc.
INCREASED
Shares25,272 from 24,109
Change+1,163 (+5%)
Value$2.4M (+$49.8K)
Filed 2026-10-21
LAM Group, Inc.
INCREASED
Shares25,270 from 22,865
Change+2,405 (+11%)
Value$2.4M (+$169.6K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares25,105 from 12,882
Change+12,223 (+95%)
Value$2.4M (+$1.1M)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
INCREASED
Shares25,097 from 23,762
Change+1,335 (+6%)
Value$2.4M (+$66.8K)
Filed 2026-11-05
Private Wealth Management Group, LLC
DECREASED
Shares24,898 from 25,672
Change-774 (-3%)
Value$2.3M (-$136.2K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares24,475 from 22,400
Change+2,075 (+9%)
Value$2.3M (+$139.8K)
Filed 2026-10-21
Linscomb Wealth, Inc.
INCREASED
Shares24,227 from 17,981
Change+6,246 (+35%)
Value$2.3M (+$542.8K)
Filed 2026-11-05
Outbound Financial Inc
DECREASED
Shares24,057 from 24,187
Change-130 (-1%)
Value$2.3M (-$71.9K)
Filed 2026-10-13
Centerpoint Advisory Group
DECREASED
Shares23,994 from 24,080
Change-86 (0%)
Value$2.3M (-$67.6K)
Filed 2026-10-23
Fermata Advisors, LLC
INCREASED
Shares23,983 from 2,276
Change+21,707 (+954%)
Value$2.3M (+$2.0M)
Filed 2026-10-13
Cogent Private Wealth, Inc.
INCREASED
Shares23,401 from 21,994
Change+1,407 (+6%)
Value$2.2M (+$78.0K)
Filed 2026-11-06
Hicks Capital Management LLC
UNCHANGED
Shares23,347 from 23,347
Change0 (0%)
Value$2.3M ($0)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares23,276 from 52,338
Change-29,062 (-56%)
Value$2.2M (-$2.9M)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares23,262 from 21,647
Change+1,615 (+7%)
Value$2.2M (+$98.4K)
Filed 2026-10-16
Evensky & Katz LLC
DECREASED
Shares22,831 from 23,101
Change-270 (-1%)
Value$2.1M (-$82.0K)
Filed 2026-10-27
Blvd Private Wealth, LLC
INCREASED
Shares22,718 from 20,409
Change+2,309 (+11%)
Value$2.1M (+$166.6K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares22,670 from 22,612
Change+58 (+0%)
Value$2.1M (-$50.4K)
Filed 2026-11-03
IronOak Wealth Llc.
NEW
Shares22,583
Change+22,583
Value$2.1M
Filed 2026-11-06
Herold Advisors, Inc.
DECREASED
Shares22,421 from 23,025
Change-604 (-3%)
Value$2.1M (-$117.0K)
Filed 2026-10-19
TFO Wealth Partners, LLC
INCREASED
Shares21,981 from 11,323
Change+10,658 (+94%)
Value$2.1M (+$974.1K)
Filed 2026-11-09
Wespac Advisors SoCal, LLC
INCREASED
Shares21,916 from 21,289
Change+627 (+3%)
Value$2.1M (+$6.4K)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares21,514 from 21,902
Change-388 (-2%)
Value$2.0M (-$90.5K)
Filed 2026-10-20
FFG Retirement Advisors LLC
DECREASED
Shares21,505 from 26,749
Change-5,244 (-20%)
Value$2.0M (-$559.1K)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED
Shares21,349 from 18,795
Change+2,554 (+14%)
Value$2.0M (+$193.7K)
Filed 2026-10-22
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares21,336 from 20,961
Change+375 (+2%)
Value$2.0M (-$16.5K)
Filed 2026-10-07
IFG Advisory, LLC
DECREASED
Shares21,090 from 22,389
Change-1,299 (-6%)
Value$2.0M (-$177.5K)
Filed 2026-11-09
Sharkey, Howes & Javer
DECREASED
Shares20,639 from 21,129
Change-490 (-2%)
Value$1.9M (-$98.3K)
Filed 2026-10-22
MB Generational Wealth, LLC
UNCHANGED
Shares20,396 from 20,396
Change0 (0%)
Value$1.9M (-$50.4K)
Filed 2026-11-09
Strathmore Capital Advisors, Inc.
NEW
Shares20,393
Change+20,393
Value$1.7M
Filed 2026-11-09
Wealth Management Partners, LLC
DECREASED
Shares20,181 from 20,430
Change-249 (-1%)
Value$1.9M (-$73.9K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares20,089 from 25,281
Change-5,192 (-21%)
Value$1.9M (-$550.6K)
Filed 2026-10-15
L.K. Benson & Company, P.C.
DECREASED
Shares19,995 from 20,500
Change-505 (-2%)
Value$1.9M (-$98.2K)
Filed 2026-10-23
Sage Rhino Capital LLC
INCREASED
Shares19,481 from 19,178
Change+303 (+2%)
Value$1.8M (-$18.9K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares19,351 from 18,840
Change+511 (+3%)
Value$1.8M (+$251)
Filed 2026-11-03
Strategy Asset Managers LLC
INCREASED
Shares19,059 from 18,455
Change+604 (+3%)
Value$1.8M (+$11.3K)
Filed 2026-10-14
Dogwood Wealth Management LLC
DECREASED
Shares18,548 from 19,644
Change-1,096 (-6%)
Value$1.7M (-$151.6K)
Filed 2026-11-09
Approach Retirement Advisors, LLC
INCREASED
Shares18,360 from 17,492
Change+868 (+5%)
Value$1.7M (+$38.4K)
Filed 2026-10-22
Ritholtz Wealth Management
DECREASED
Shares18,330 from 18,748
Change-418 (-2%)
Value$1.7M (-$85.6K)
Filed 2026-11-05
Aerodigm Wealth, LLC
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$1.7M (-$45.0K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares18,187 from 16,973
Change+1,214 (+7%)
Value$1.6M (+$150.5K)
Filed 2026-11-02
Allodium Investment Consultants, LLC
INCREASED
Shares18,158 from 15,771
Change+2,387 (+15%)
Value$1.7M (+$185.5K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares17,912 from 12,098
Change+5,814 (+48%)
Value$698.0K (+$253.3K)
Filed 2026-11-04
Strive Financial Group,LLC
INCREASED
Shares17,154 from 911
Change+16,243 (+1783%)
Value$1.6M (+$1.5M)
Filed 2026-11-09
Avise Financial Cooperative, Inc.
INCREASED
Shares16,667 from 2,589
Change+14,078 (+544%)
Value$1.6M (+$1.3M)
Filed 2026-11-09
Atlas Brown,Inc.
INCREASED
Shares16,624 from 15,927
Change+697 (+4%)
Value$1.6M (+$26.1K)
Filed 2026-10-09
Geneva Partners, LLC
DECREASED
Shares16,399 from 16,620
Change-221 (-1%)
Value$1.5M (-$62.9K)
Filed 2026-10-26
RAM Investment Partners, LLC
INCREASED
Shares15,759 from 14,143
Change+1,616 (+11%)
Value$1.5M (+$117.0K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares15,754 from 9,738
Change+6,016 (+62%)
Value$1.5M (+$541.6K)
Filed 2026-10-23
Fortis Group Advisors, LLC
INCREASED
Shares15,432 from 14,644
Change+788 (+5%)
Value$1.3M (-$85.6K)
Filed 2026-11-06
Narus Financial Partners, LLC
INCREASED
Shares15,413 from 10,129
Change+5,284 (+52%)
Value$1.4M (+$471.8K)
Filed 2026-10-19
Cetera Trust Company, N.a
UNCHANGED
Shares15,357 from 15,357
Change0 (0%)
Value$1.4M (-$37.9K)
Filed 2026-11-09
DBK Financial Counsel, LLC
UNCHANGED
Shares15,343 from 15,343
Change0 (0%)
Value$1.4M (-$37.9K)
Filed 2026-10-13
PUREfi Wealth, LLC
NEW
Shares15,297
Change+15,297
Value$1.4M
Filed 2026-10-19
Flagstar Securities, Inc
INCREASED
Shares15,070 from 5,990
Change+9,080 (+152%)
Value$1.4M (+$838.8K)
Filed 2026-10-15
Hardin Capital Partners, LLC
INCREASED
Shares15,062 from 14,939
Change+123 (+1%)
Value$1.4M (-$26.2K)
Filed 2026-10-09
Western Wealth Management, LLC
INCREASED
Shares15,020 from 3,588
Change+11,432 (+319%)
Value$1.4M (+$1.1M)
Filed 2026-11-09
Well Done, LLC
INCREASED
Shares14,703 from 5,435
Change+9,268 (+171%)
Value$1.4M (+$858.0K)
Filed 2026-10-20
United Community Bank
INCREASED
Shares14,597 from 11,127
Change+3,470 (+31%)
Value$1.4M (+$298.8K)
Filed 2026-10-28
Vannoy Advisory Group, Inc.
UNCHANGED
Shares14,590 from 14,590
Change0 (0%)
Value$1.4M (-$36.0K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares14,440 from 13,913
Change+527 (+4%)
Value$1.4M (+$15.3K)
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares14,356 from 13,146
Change+1,210 (+9%)
Value$1.3M (+$81.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares14,322 from 27,755
Change-13,433 (-48%)
Value$1.3M (-$1.3M)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares14,261 from 13,408
Change+853 (+6%)
Value$1.3M (+$47.1K)
Filed 2026-10-28
Bayshore Asset Management, LLC
DECREASED
Shares14,243 from 14,503
Change-260 (-2%)
Value$1.3M (-$70.9K)
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares13,781 from 36,974
Change-23,193 (-63%)
Value$1.3M (-$2.3M)
Filed 2026-10-19
Trademark Financial Management, LLC
DECREASED
Shares13,748 from 14,783
Change-1,035 (-7%)
Value$1.3M (-$133.8K)
Filed 2026-10-23
Pacific Asset Management, LLC
INCREASED
Shares13,718 from 12,395
Change+1,323 (+11%)
Value$1.3M (+$93.7K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares13,633 from 15,366
Change-1,733 (-11%)
Value$1.3M (-$200.8K)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares13,474 from 16,835
Change-3,361 (-20%)
Value$1.3M (-$357.6K)
Filed 2026-11-03
First National Bank & Trust Co of Newtown
INCREASED
Shares13,371 from 7,011
Change+6,360 (+91%)
Value$1.2M (+$522.6K)
Filed 2026-11-09
Valmark Advisers, Inc.
DECREASED
Shares13,187 from 14,039
Change-852 (-6%)
Value$1.2M (-$114.8K)
Filed 2026-11-06
Legacy Financial Group, Inc.
NEW
Shares12,874
Change+12,874
Value$1.2M
Filed 2026-10-21
Kuhn & Co Investment Counsel
INCREASED
Shares12,721 from 11,755
Change+966 (+8%)
Value$1.2M (+$61.8K)
Filed 2026-10-29
rebel Financial LLC
DECREASED
Shares12,701 from 70,315
Change-57,614 (-82%)
Value$1.2M (-$5.6M)
Filed 2026-11-04
Targeted Financial Services LLC
INCREASED
Shares12,392 from 12,172
Change+220 (+2%)
Value$1.2M (-$9.4K)
Filed 2026-10-19
Ceera Investments, LLC
NEW
Shares12,356
Change+12,356
Value$1.2M
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED
Shares12,309 from 10,686
Change+1,623 (+15%)
Value$1.2M (+$126.3K)
Filed 2026-11-03
Lauterbach Financial Advisors, LLC
INCREASED
Shares12,194 from 9,506
Change+2,688 (+28%)
Value$1.1M (+$229.2K)
Filed 2026-10-21
Omni 360 Wealth, Inc.
INCREASED
Shares11,987 from 11,197
Change+790 (+7%)
Value$1.1M (+$46.6K)
Filed 2026-10-13
James Investment Research, Inc.
INCREASED
Shares11,917 from 11,643
Change+274 (+2%)
Value$1.1M (-$3.0K)
Filed 2026-10-22
Earned Wealth Advisors, LLC
INCREASED
Shares11,836 from 11,476
Change+360 (+3%)
Value$1.1M (+$5.5K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,804 from 9,354
Change+2,450 (+26%)
Value$1.1M (+$220.3K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
INCREASED
Shares11,576 from 5,008
Change+6,568 (+131%)
Value$1.1M (+$605.2K)
Filed 2026-10-29
Sensible Money, LLC
INCREASED
Shares11,500 from 10,048
Change+1,452 (+14%)
Value$1.1M (+$111.7K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares11,493 from 10,595
Change+898 (+8%)
Value$1.1M (+$58.2K)
Filed 2026-10-28
Legacy Advisory Services, LLC
NEW
Shares11,484
Change+11,484
Value$1.1M
Filed 2026-10-20
BAM Wealth Management, LLC
INCREASED
Shares11,464 from 9,624
Change+1,840 (+19%)
Value$1.1M (+$149.2K)
Filed 2026-10-15
ARK & TLK Investments, LLC
DECREASED
Shares11,440 from 11,461
Change-21 (0%)
Value$1.1M (-$30.3K)
Filed 2026-10-20
Creative Capital Management Investments LLC
DECREASED
Shares11,143 from 11,576
Change-433 (-4%)
Value$1.0M (-$69.3K)
Filed 2026-10-28
Seed Wealth Management, Inc.
UNCHANGED
Shares11,080 from 11,080
Change0 (0%)
Value$1.0M (-$27.4K)
Filed 2026-10-20
Fortress Financial Solutions, LLC
NEW
Shares10,843
Change+10,843
Value$1.0M
Filed 2026-10-14
Jordan Park Group LLC
NEW
Shares10,738
Change+10,738
Value$1.0M
Filed 2026-11-06
BCR Wealth Strategies, LLC
UNCHANGED
Shares10,716 from 10,716
Change0 (0%)
Value$1.0M (-$25.5K)
Filed 2026-11-06
Ifrah Financial Services, Inc.
DECREASED
Shares10,708 from 10,842
Change-134 (-1%)
Value$1.0M (-$39.3K)
Filed 2026-10-13
Nemes Rush Group LLC
INCREASED
Shares10,351 from 9,556
Change+795 (+8%)
Value$973.2K (+$51.2K)
Filed 2026-11-04
Citizens & Northern Corp
UNCHANGED
Shares10,143 from 10,143
Change0 (0%)
Value$953.6K (-$25.1K)
Filed 2026-11-06
Sheets Smith Wealth Management
INCREASED
Shares10,123 from 2,547
Change+7,576 (+297%)
Value$951.8K (+$706.0K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares10,115 from 10,353
Change-238 (-2%)
Value$943.4K (-$55.6K)
Filed 2026-10-13
F&V Capital Management, LLC
UNCHANGED
Shares9,975 from 9,975
Change0 (0%)
Value$938.0K (-$24.0K)
Filed 2026-10-19
Dixon Fnancial Services, Inc.
UNCHANGED
Shares9,908 from 9,908
Change0 (0%)
Value$931.5K (-$24.5K)
Filed 2026-10-23
Arsenal Capital Advisors LLC
INCREASED
Shares9,904 from 4,159
Change+5,745 (+138%)
Value$931.2K (+$529.9K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
INCREASED
Shares9,903 from 9,727
Change+176 (+2%)
Value$931.1K (-$7.5K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
INCREASED
Shares9,870 from 9,219
Change+651 (+7%)
Value$927.0K (+$38.0K)
Filed 2026-10-21
Silver OAK Securities, Incorporated
DECREASED
Shares9,692 from 11,086
Change-1,394 (-13%)
Value$807.1K (-$262.6K)
Filed 2026-11-09
Vicus Capital
INCREASED
Shares9,688 from 8,542
Change+1,146 (+13%)
Value$910.9K (+$86.7K)
Filed 2026-11-05
Santori & Peters, Inc.
INCREASED
Shares9,438 from 8,790
Change+648 (+7%)
Value$887.3K (+$39.1K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares9,189 from 12,533
Change-3,344 (-27%)
Value$864.0K (-$345.3K)
Filed 2026-10-09
R2 Capital Strategies, LLC
INCREASED
Shares9,161 from 6,878
Change+2,283 (+33%)
Value$861.3K (+$197.7K)
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares9,084 from 8,927
Change+157 (+2%)
Value$843.3K (+$2.9K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares9,016 from 9,337
Change-321 (-3%)
Value$847.7K (-$53.2K)
Filed 2026-10-13
Wealth Preservation Advisors, LLC
NEW
Shares8,955
Change+8,955
Value$841.9K
Filed 2026-11-05
Belleair Asset Management, LLC
UNCHANGED
Shares8,539 from 8,539
Change0 (0%)
Value$802.8K (-$21.1K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares8,450 from 4,618
Change+3,832 (+83%)
Value$794.5K (+$348.9K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares8,306 from 5,584
Change+2,722 (+49%)
Value$780.9K (+$242.1K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares8,279 from 8,002
Change+277 (+3%)
Value$778.5K (+$6.4K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
DECREASED
Shares8,196 from 8,488
Change-292 (-3%)
Value$770.6K (-$48.4K)
Filed 2026-10-26
CogentBlue Wealth Advisors, LLC
DECREASED
Shares8,188 from 8,602
Change-414 (-5%)
Value$769.8K (-$60.2K)
Filed 2026-10-09
Acorn Financial Advisory Services Inc
NEW
Shares8,187
Change+8,187
Value$769.7K
Filed 2026-11-02
Missouri Trust & Investment Co
NEW
Shares8,030
Change+8,030
Value$756.8K
Filed 2026-11-04
Lantern Wealth Advisors, LLC
DECREASED
Shares7,984 from 10,991
Change-3,007 (-27%)
Value$750.7K (-$309.9K)
Filed 2026-10-22
BIP Wealth, LLC
NEW
Shares7,905
Change+7,905
Value$743.2K
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares7,837 from 9,177
Change-1,340 (-15%)
Value$736.8K (-$148.7K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares7,629 from 6,339
Change+1,290 (+20%)
Value$717.3K (+$105.6K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares7,556 from 7,707
Change-151 (-2%)
Value$710.4K (-$33.2K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
DECREASED
Shares7,552 from 58,386
Change-50,834 (-87%)
Value$726.0K (-$4.7M)
Filed 2026-10-19
Vawter Financial, Ltd.
INCREASED
Shares7,551 from 5,910
Change+1,641 (+28%)
Value$709.9K (+$139.7K)
Filed 2026-11-10
Ridgeline Wealth, LLC
INCREASED
Shares7,533 from 7,481
Change+52 (+1%)
Value$699.2K (-$22.6K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares7,532 from 10,178
Change-2,646 (-26%)
Value$708.2K (-$273.9K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares7,465 from 7,465
Change0 (0%)
Value$720.3K ($0)
Filed 2026-10-06
HBW Advisory Services LLC
DECREASED
Shares7,463 from 8,300
Change-837 (-10%)
Value$701.7K (-$99.2K)
Filed 2026-10-15
Envision Financial LLC
INCREASED
Shares7,448 from 3,645
Change+3,803 (+104%)
Value$700.3K (+$348.6K)
Filed 2026-10-15
Kickstand Ventures, Llc.
DECREASED
Shares7,432 from 9,265
Change-1,833 (-20%)
Value$698.8K (-$195.2K)
Filed 2026-11-09
Vista Investment Partners II, LLC
INCREASED
Shares7,425 from 6,443
Change+982 (+15%)
Value$698.1K (+$76.4K)
Filed 2026-10-15
Tsfg, LLC
DECREASED
Shares7,329 from 7,681
Change-352 (-5%)
Value$689.0K (-$52.0K)
Filed 2026-10-23
Bison Wealth, LLC
DECREASED
Shares7,176 from 7,392
Change-216 (-3%)
Value$669.3K (-$35.2K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
DECREASED
Shares7,149 from 7,504
Change-355 (-5%)
Value$672.2K (-$51.9K)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares7,041 from 4,646
Change+2,395 (+52%)
Value$676.4K (+$228.1K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED
Shares6,951 from 9,501
Change-2,550 (-27%)
Value$653.5K (-$263.2K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares6,908 from 6,695
Change+213 (+3%)
Value$649.5K (+$3.5K)
Filed 2026-10-19
UMB Bank, n.a.
DECREASED
Shares6,810 from 7,660
Change-850 (-11%)
Value$640.3K (-$98.8K)
Filed 2026-11-06
Foundry Financial LLC
DECREASED
Shares6,745 from 7,133
Change-388 (-5%)
Value$634.2K (-$54.1K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares6,666 from 6,708
Change-42 (-1%)
Value$626.8K (-$20.5K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
NEW
Shares6,665
Change+6,665
Value$626.6K
Filed 2026-10-26
Milestone Asset Management Group, LLC
INCREASED
Shares6,645 from 5,518
Change+1,127 (+20%)
Value$624.8K (+$92.4K)
Filed 2026-10-20
Bannerman Wealth Management Group, LLC
INCREASED
Shares6,628 from 6,567
Change+61 (+1%)
Value$623.1K (-$10.5K)
Filed 2026-10-09
Austin Asset Management Co Inc
INCREASED
Shares6,569 from 6,210
Change+359 (+6%)
Value$617.6K (+$18.5K)
Filed 2026-10-29
Prosperitas Financial LLC
INCREASED
Shares6,415 from 5,350
Change+1,065 (+20%)
Value$603.1K (+$86.9K)
Filed 2026-10-28
Porter White Investment Advisors, Inc.
INCREASED
Shares6,372 from 3,186
Change+3,186 (+100%)
Value$599.1K (+$291.7K)
Filed 2026-10-14
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares6,301 from 6,301
Change0 (0%)
Value$592.4K (+$315)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares6,194 from 3,709
Change+2,485 (+67%)
Value$582.4K (+$224.5K)
Filed 2026-11-05
SouthState Bank Corp
INCREASED
Shares6,178 from 5,799
Change+379 (+7%)
Value$580.9K (+$21.3K)
Filed 2026-11-09
Asempa Wealth Advisors
DECREASED
Shares6,141 from 8,814
Change-2,673 (-30%)
Value$577.6K (-$272.8K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,015 from 2,185
Change+3,830 (+175%)
Value$565.5K (+$354.7K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
DECREASED
Shares5,946 from 11,596
Change-5,650 (-49%)
Value$559.1K (-$559.9K)
Filed 2026-10-14
West Wealth Group, LLC
INCREASED
Shares5,804 from 5,764
Change+40 (+1%)
Value$545.7K (-$10.5K)
Filed 2026-10-14
Family Investment Center, Inc.
INCREASED
Shares5,781 from 5,638
Change+143 (+3%)
Value$543.6K (-$487)
Filed 2026-10-19
Foster Group, Inc.
DECREASED
Shares5,728 from 5,761
Change-33 (-1%)
Value$538.6K (-$17.3K)
Filed 2026-10-13
Squire Investment Management Company, LLC
UNCHANGED
Shares5,678 from 5,678
Change0 (0%)
Value$533.8K (-$14.0K)
Filed 2026-11-03
Freedom Day Solutions, LLC
UNCHANGED
Shares5,537 from 5,537
Change0 (0%)
Value$520.6K (-$13.7K)
Filed 2026-10-20
Riverchase Wealth Management, LLC
DECREASED
Shares5,521 from 6,304
Change-783 (-12%)
Value$519.1K (-$89.2K)
Filed 2026-10-28
Anchor Capital Advisors LLC
INCREASED
Shares5,437 from 3,117
Change+2,320 (+74%)
Value$511.2K (+$210.4K)
Filed 2026-11-05
National Wealth Management Group, LLC
NEW
Shares5,397
Change+5,397
Value$507.4K
Filed 2026-10-26
Abacus Planning Group, Inc.
DECREASED
Shares5,346 from 5,984
Change-638 (-11%)
Value$502.6K (-$74.8K)
Filed 2026-11-02
Andrews, Lucia Wealth Management LLC
NEW
Shares5,340
Change+5,340
Value$502.1K
Filed 2026-11-02
High Net Worth Advisory Group LLC
INCREASED
Shares5,324 from 4,767
Change+557 (+12%)
Value$500.6K (+$40.6K)
Filed 2026-10-26
GSG Advisors LLC
NEW
Shares5,317
Change+5,317
Value$499.9K
Filed 2026-11-03
Latitude Advisors, LLC
DECREASED
Shares5,310 from 5,863
Change-553 (-9%)
Value$499.3K (-$66.4K)
Filed 2026-10-27
Decker Retirement Planning Inc.
DECREASED
Shares5,267 from 5,311
Change-44 (-1%)
Value$495.2K (-$17.2K)
Filed 2026-10-19
Innova Wealth Partners
NEW
Shares5,168
Change+5,168
Value$485.9K
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares5,083
Change+5,083
Value$477.9K
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares4,981 from 4,354
Change+627 (+14%)
Value$468.5K (+$61.2K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares4,965 from 4,083
Change+882 (+22%)
Value$466.8K (+$72.8K)
Filed 2026-10-16
Kooman & Associates
INCREASED
Shares4,742 from 4,657
Change+85 (+2%)
Value$445.8K (-$3.5K)
Filed 2026-10-21
Heritage Investment Group, Inc.
UNCHANGED
Shares4,716 from 4,716
Change0 (0%)
Value$443.4K (-$11.6K)
Filed 2026-11-03
Facet Wealth, Inc.
DECREASED
Shares4,598 from 5,373
Change-775 (-14%)
Value$432.3K (-$86.1K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,551 from 12,056
Change-7,505 (-62%)
Value$427.9K (-$735.4K)
Filed 2026-10-08
Saxony Capital Management, LLC
UNCHANGED
Shares4,507 from 4,507
Change0 (0%)
Value$423.7K (-$11.1K)
Filed 2026-10-15
Thayer Financial, L.L.C.
UNCHANGED
Shares4,487 from 4,487
Change0 (0%)
Value$422.0K (-$10.9K)
Filed 2026-10-21
A4 Wealth Advisors LLC
DECREASED
Shares4,451 from 4,754
Change-303 (-6%)
Value$418.5K (-$40.2K)
Filed 2026-10-20
Austin Wealth Management, LLC
INCREASED
Shares4,450 from 4,251
Change+199 (+5%)
Value$414.9K (+$35.5K)
Filed 2026-11-06
Centurion Wealth Management LLC
DECREASED
Shares4,431 from 10,379
Change-5,948 (-57%)
Value$416.6K (-$584.8K)
Filed 2026-10-13
MBE Wealth Management, LLC
INCREASED
Shares4,424 from 4,126
Change+298 (+7%)
Value$415.9K (+$17.8K)
Filed 2026-10-26
SpringVest Wealth Management LLC
NEW
Shares4,391
Change+4,391
Value$412.8K
Filed 2026-10-27
Emprise Bank
DECREASED
Shares4,349 from 4,577
Change-228 (-5%)
Value$408.9K (-$32.7K)
Filed 2026-10-07
Westside Investment Management, Inc.
DECREASED
Shares4,312 from 4,389
Change-77 (-2%)
Value$407.0K (-$16.5K)
Filed 2026-11-02
Carrera Capital Advisors
DECREASED
Shares4,302 from 6,077
Change-1,775 (-29%)
Value$404.5K (-$181.9K)
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares4,291 from 9,046
Change-4,755 (-53%)
Value$403.4K (-$469.4K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
NEW
Shares4,206
Change+4,206
Value$395.4K
Filed 2026-11-04
Meredith Wealth Planning
INCREASED
Shares4,164 from 4,140
Change+24 (+1%)
Value$391.5K (-$8.0K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares4,140 from 4,140
Change0 (0%)
Value$389.2K (-$10.2K)
Filed 2026-10-15
Accredited Investors Inc.
INCREASED
Shares4,125 from 3,587
Change+538 (+15%)
Value$387.8K (+$41.7K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares4,110 from 3,657
Change+453 (+12%)
Value$386.4K (+$33.6K)
Filed 2026-10-13
Madrid Wealth Management, LLC
DECREASED
Shares3,977 from 4,129
Change-152 (-4%)
Value$373.9K (-$24.5K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares3,960 from 3,959
Change+1 (+0%)
Value$372.3K (-$9.7K)
Filed 2026-10-27
McMill Wealth Management
NEW
Shares3,936
Change+3,936
Value$370.1K
Filed 2026-11-05
POM Investment Strategies, LLC
INCREASED
Shares3,931 from 3,489
Change+442 (+13%)
Value$369.6K (+$32.9K)
Filed 2026-10-20
Cornerstone Capital, Inc.
UNCHANGED
Shares3,815 from 3,815
Change0 (0%)
Value$358.7K (-$9.4K)
Filed 2026-11-10
Kingdom Financial Group Llc.
INCREASED
Shares3,794 from 1,368
Change+2,426 (+177%)
Value$356.7K (+$224.8K)
Filed 2026-11-04
Trust Co
INCREASED
Shares3,787 from 1,982
Change+1,805 (+91%)
Value$356.1K (+$164.8K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
INCREASED
Shares3,775 from 3,575
Change+200 (+6%)
Value$354.9K (+$10.0K)
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares3,774 from 3,739
Change+35 (+1%)
Value$354.8K (+$12.1K)
Filed 2026-10-14
Vilga Financial Planning LLC
UNCHANGED
Shares3,756 from 3,756
Change0 (0%)
Value$353.1K (-$9.3K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares3,738 from 3,738
Change0 (0%)
Value$351.4K (-$9.2K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$350.2K (-$9.2K)
Filed 2026-10-21
Ballew Advisors, Inc
NEW
Shares3,706
Change+3,706
Value$353.6K
Filed 2026-10-05
Brown Financial Advisory
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$348.4K (-$9.2K)
Filed 2026-11-05
PCG Asset Management, LLC
NEW
Shares3,701
Change+3,701
Value$347.9K
Filed 2026-11-05
Busey Bank
INCREASED
Shares3,677 from 3,482
Change+195 (+6%)
Value$345.7K (+$9.7K)
Filed 2026-10-26
Citizens Financial Group Inc
NEW
Shares3,645
Change+3,645
Value$342.7K
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares3,638
Change+3,638
Value$342.0K
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$339.0K (-$9.0K)
Filed 2026-11-04
Orrstown Financial Services Inc
NEW
Shares3,563
Change+3,563
Value$335.0K
Filed 2026-10-14
Generations Wealth, LLC
UNCHANGED
Shares3,544 from 3,544
Change0 (0%)
Value$333.2K (-$8.8K)
Filed 2026-11-09
Naples Global Advisors, LLC
UNCHANGED
Shares3,459 from 3,459
Change0 (0%)
Value$325.2K (-$8.5K)
Filed 2026-11-05
Mayfair Advisory Group, LLC
INCREASED
Shares3,438 from 3,382
Change+56 (+2%)
Value$323.3K (+$21.3K)
Filed 2026-10-20
WealthPoint Financial, LLC
DECREASED
Shares3,433 from 15,930
Change-12,497 (-78%)
Value$322.8K (-$1.2M)
Filed 2026-11-03
Ejmk Ventures LLC
NEW
Shares3,428
Change+3,428
Value$322.3K
Filed 2026-10-21
Nova R Wealth, Inc.
INCREASED
Shares3,394 from 3,239
Change+155 (+5%)
Value$319.1K (+$6.5K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
DECREASED
Shares3,389 from 3,492
Change-103 (-3%)
Value$318.7K (-$18.3K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares3,388 from 3,528
Change-140 (-4%)
Value$318.6K (-$21.9K)
Filed 2026-11-05
Parcion Private Wealth LLC
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$318.1K (-$8.4K)
Filed 2026-10-28
Tufton Capital Management
INCREASED
Shares3,378 from 2,375
Change+1,003 (+42%)
Value$317.0K (+$88.0K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$315.0K (-$8.3K)
Filed 2026-11-05
Synergy Asset Management, LLC
NEW
Shares3,303
Change+3,303
Value$310.5K
Filed 2026-11-05
Kroeger Financial Partners
INCREASED
Shares3,277 from 3,221
Change+56 (+2%)
Value$308.1K (-$2.7K)
Filed 2026-10-19
Regions Financial Corp
NEW
Shares3,228
Change+3,228
Value$303.5K
Filed 2026-11-05
Mainsail Asset Management, LLC
INCREASED
Shares3,210 from 3,026
Change+184 (+6%)
Value$308.6K (+$38.5K)
Filed 2026-10-14
RHL Group, LLC
DECREASED
Shares3,181 from 3,497
Change-316 (-9%)
Value$299.1K (-$36.6K)
Filed 2026-11-04
Vista Capital Partners, Inc.
INCREASED
Shares3,177 from 3,173
Change+4 (+0%)
Value$298.7K (-$7.5K)
Filed 2026-11-06
Thrive Wealth Management, LLC
UNCHANGED
Shares3,033 from 3,033
Change0 (0%)
Value$285.2K (-$7.5K)
Filed 2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
NEW
Shares2,999
Change+2,999
Value$282.0K
Filed 2026-11-09
Pioneer Wealth Management Group
NEW
Shares2,991
Change+2,991
Value$281.2K
Filed 2026-10-09
Barnes Wealth Management Group, Inc
INCREASED
Shares2,945 from 2,531
Change+414 (+16%)
Value$276.9K (+$32.7K)
Filed 2026-11-09
Revolve Wealth Partners, LLC
UNCHANGED
Shares2,902 from 2,902
Change0 (0%)
Value$272.8K (-$7.2K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares2,899
Change+2,899
Value$275.8K
Filed 2026-11-04
LongView Wealth Management
NEW
Shares2,895
Change+2,895
Value$272.1K
Filed 2026-10-19
Jm2 Capital Inc.
INCREASED
Shares2,859 from 2,655
Change+204 (+8%)
Value$268.8K (+$12.6K)
Filed 2026-10-14
Alkeme Wealth, LLC
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$263.4K (-$6.9K)
Filed 2026-10-08
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares2,784 from 2,942
Change-158 (-5%)
Value$261.8K (-$22.1K)
Filed 2026-10-27
Lutz Financial Services LLC
DECREASED
Shares2,750 from 2,767
Change-17 (-1%)
Value$258.5K (-$8.5K)
Filed 2026-11-06
Belpointe Asset Management LLC
NEW
Shares2,733
Change+2,733
Value$257.0K
Filed 2026-11-09
Fortis Capital Advisors, LLC
NEW
Shares2,733
Change+2,733
Value$257.0K
Filed 2026-11-09
Advisory Solutions Group, LLC
DECREASED
Shares2,731 from 2,740
Change-9 (0%)
Value$256.7K (-$7.6K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares2,730 from 150
Change+2,580 (+1720%)
Value$248.5K (+$233.9K)
Filed 2026-10-15
Impact Partnership Wealth, LLC
INCREASED
Shares2,705 from 2,521
Change+184 (+7%)
Value$254.3K (+$11.0K)
Filed 2026-11-09
Turner Financial Group, Inc.
DECREASED
Shares2,690 from 2,718
Change-28 (-1%)
Value$252.9K (-$9.4K)
Filed 2026-11-09
Equity Wealth Partners, LLC
NEW
Shares2,671
Change+2,671
Value$251.1K
Filed 2026-10-26
E6 Portfolios, LLC
DECREASED
Shares2,653 from 2,767
Change-114 (-4%)
Value$249.4K (-$17.6K)
Filed 2026-10-26
Cogent Strategic Wealth LLC
UNCHANGED
Shares2,641 from 2,641
Change0 (0%)
Value$248.3K (-$6.5K)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares2,618 from 2,695
Change-77 (-3%)
Value$246.1K (-$13.9K)
Filed 2026-11-05
Community Bank, N.A.
DECREASED
Shares2,618 from 2,624
Change-6 (0%)
Value$246.1K (-$7.0K)
Filed 2026-11-06
Mann Financial Group, Inc.
NEW
Shares2,611
Change+2,611
Value$245.5K
Filed 2026-10-15
Cornerstone Management, Inc.
INCREASED
Shares2,560 from 2,365
Change+195 (+8%)
Value$240.7K (+$12.5K)
Filed 2026-10-16
Tenzing Financial LLC
NEW
Shares2,557
Change+2,557
Value$228.7K
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,552 from 2,549
Change+3 (+0%)
Value$240.0K (-$6.0K)
Filed 2026-10-29
GEM Asset Management, LLC
NEW
Shares2,550
Change+2,550
Value$239.8K
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares2,482 from 2,506
Change-24 (-1%)
Value$233.4K (-$8.4K)
Filed 2026-10-08
Landmark Wealth Management, Inc.
UNCHANGED
Shares2,418 from 2,418
Change0 (0%)
Value$227.3K (-$6.0K)
Filed 2026-11-04
PlanVest Financial, Inc
INCREASED
Shares2,414 from 626
Change+1,788 (+286%)
Value$227.0K (+$166.6K)
Filed 2026-11-09
Wealthgarden F.S. LLC
DECREASED
Shares2,410 from 13,254
Change-10,844 (-82%)
Value$226.6K (-$1.1M)
Filed 2026-11-09
Clark Asset Management, LLC
DECREASED
Shares2,409 from 2,945
Change-536 (-18%)
Value$226.5K (-$57.6K)
Filed 2026-10-19
Midwest Financial Network, LLC
INCREASED
Shares2,407 from 2,128
Change+279 (+13%)
Value$226.3K (+$20.9K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$225.6K (-$5.9K)
Filed 2026-10-22
Freedom Investment Management, Inc.
INCREASED
Shares2,396 from 2,216
Change+180 (+8%)
Value$225.3K (+$11.5K)
Filed 2026-11-09
First Citizens Bank & Trust Co
NEW
Shares2,381
Change+2,381
Value$223.9K
Filed 2026-10-14
Everhart Financial Group, Inc.
INCREASED
Shares2,371 from 2,085
Change+286 (+14%)
Value$222.9K (+$21.7K)
Filed 2026-10-08
Fiduciary Financial Group, LLC
NEW
Shares2,347
Change+2,347
Value$220.7K
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares2,290 from 4,692
Change-2,402 (-51%)
Value$215.3K (-$237.4K)
Filed 2026-10-23
Clarity Wealth Development LLC
DECREASED
Shares2,251 from 3,168
Change-917 (-29%)
Value$211.6K (-$94.0K)
Filed 2026-10-22
Global Trust Wealth Management LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$207.9K (-$5.5K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,206 from 2,206
Change0 (0%)
Value$207.4K (-$5.4K)
Filed 2026-10-15
Kennebec Savings Bank
DECREASED
Shares2,195 from 2,205
Change-10 (0%)
Value$206.4K (-$6.4K)
Filed 2026-10-22
Hedeker Wealth, LLC
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$206.0K (-$5.4K)
Filed 2026-10-23
Thoroughbred Financial Services, LLC
INCREASED
Shares2,180 from 2,169
Change+11 (+1%)
Value$204.0K (-$5.0K)
Filed 2026-11-09
Granite Islands Private Wealth, LLC
NEW
Shares2,176
Change+2,176
Value$204.6K
Filed 2026-10-16
Rinkey Investments
NEW
Shares2,134
Change+2,134
Value$200.7K
Filed 2026-10-28
Chapin Davis, Inc.
DECREASED
Shares2,132 from 2,313
Change-181 (-8%)
Value$200.5K (-$22.7K)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares2,096
Change+2,096
Value$197.1K
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$179.9K (-$4.7K)
Filed 2026-10-21
Peck Wealth Management, LLC
NEW
Shares1,675
Change+1,675
Value$157.5K
Filed 2026-10-29
Chilton Capital Management LLC
NEW
Shares1,645
Change+1,645
Value$154.7K
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares1,352 from 1,148
Change+204 (+18%)
Value$127.2K (+$16.4K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares1,338 from 1,358
Change-20 (-1%)
Value$125.8K (-$1.2K)
Filed 2026-10-29
Ares Financial Consulting, LLC
INCREASED
Shares1,327 from 1,318
Change+9 (+1%)
Value$124.8K (-$2.4K)
Filed 2026-10-19
TFC Financial Management, Inc.
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$124.8K (-$3.3K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$119.0K (-$3.1K)
Filed 2026-10-16
Geneos Wealth Management Inc.
INCREASED
Shares1,255 from 1,253
Change+2 (+0%)
Value$118.0K (-$2.9K)
Filed 2026-11-09
Tidemark, LLC
DECREASED
Shares1,243 from 1,272
Change-29 (-2%)
Value$116.8K (-$5.9K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,233 from 537
Change+696 (+130%)
Value$115.9K (+$64.1K)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$111.9K (-$2.9K)
Filed 2026-11-06
Bank of New Hampshire
INCREASED
Shares1,123 from 447
Change+676 (+151%)
Value$105.6K (+$62.5K)
Filed 2026-10-06
Valley National Advisers Inc
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$102.8K (-$2.7K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares1,055 from 992
Change+63 (+6%)
Value$99.2K (+$3.5K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares997 from 673
Change+324 (+48%)
Value$93.7K (+$28.8K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares879
Change+879
Value$82.7K
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares843 from 768
Change+75 (+10%)
Value$79.3K (+$5.2K)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$73.1K (-$7.8K)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares836 from 247
Change+589 (+238%)
Value$78.6K (+$54.8K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares813
Change+813
Value$76.4K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares796 from 380
Change+416 (+109%)
Value$74.9K (+$38.2K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares763 from 111
Change+652 (+587%)
Value$71.7K (+$61.0K)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares712
Change+712
Value$66.9K
Filed 2026-10-30
Financial Freedom, LLC
NEW
Shares655
Change+655
Value$61.6K
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares652 from 406
Change+246 (+61%)
Value$61.3K (+$22.2K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$54.6K (-$186)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares508 from 597
Change-89 (-15%)
Value$47.8K (-$9.8K)
Filed 2026-10-28
Key FInancial Inc
INCREASED
Shares480 from 302
Change+178 (+59%)
Value$45.1K (+$16.0K)
Filed 2026-11-02
CNB Bank
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$44.8K (-$1.2K)
Filed 2026-11-09
Hantz Financial Services, Inc.
DECREASED
Shares476 from 531
Change-55 (-10%)
Value$45.0K (-$6.0K)
Filed 2026-11-09
Collier Financial
INCREASED
Shares450 from 447
Change+3 (+1%)
Value$42.3K (-$815)
Filed 2026-11-06
Barrett & Company, Inc.
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$42.0K (-$1.1K)
Filed 2026-10-22
First Community Trust NA
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$41.7K (-$1.1K)
Filed 2026-10-07
Bessemer Group Inc
DECREASED
Shares427 from 1,291
Change-864 (-67%)
Value$38.0K (-$84.0K)
Filed 2026-11-09
NorthAvenue LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$38.8K (-$1.0K)
Filed 2026-10-29
Investors Research Corp
NEW
Shares411
Change+411
Value$38.6K
Filed 2026-10-07
Gamma Investing LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$35.4K (-$931)
Filed 2026-10-08
Bfsg, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$34.7K (-$911)
Filed 2026-10-30
Intesa Sanpaolo Wealth Management
NEW
Shares300
Change+300
Value$28.2K
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares288 from 210
Change+78 (+37%)
Value$27.1K (+$6.8K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares281 from 275
Change+6 (+2%)
Value$26.5K (-$74)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$26.0K (-$655)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$25.8K (-$677)
Filed 2026-10-13
Gen-Wealth Partners Inc
DECREASED
Shares272 from 29,142
Change-28,870 (-99%)
Value$25.6K (-$2.8M)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$23.1K (-$608)
Filed 2026-10-28
Ascentis Wealth Management, LLC
DECREASED
Shares227 from 235
Change-8 (-3%)
Value$21.5K (-$1.3K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED
Shares226 from 3,929
Change-3,703 (-94%)
Value$21.3K (-$357.7K)
Filed 2026-10-27
DecisionPoint Financial, LLC
NEW
Shares214
Change+214
Value$20.1K
Filed 2026-10-27
Godfrey Financial Associates, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$20.1K (-$529)
Filed 2026-11-10
Angeles Wealth Management, LLC
DECREASED
Shares200 from 1,397
Change-1,197 (-86%)
Value$18.8K (-$116.0K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$17.8K (-$467)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares187 from 174
Change+13 (+7%)
Value$17.6K (+$793)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$16.7K (+$86)
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares177 from 315
Change-138 (-44%)
Value$16.6K (-$13.8K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$16.0K (-$420)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares166 from 105
Change+61 (+58%)
Value$15.6K (+$5.5K)
Filed 2026-10-22
Country Trust Bank
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$15.3K (-$403)
Filed 2026-10-30
GGM Financial LLC
INCREASED
Shares152 from 151
Change+1 (+1%)
Value$14.3K (-$277)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$13.4K (-$260)
Filed 2026-10-28
Global Trust Asset Management, LLC
NEW
Shares137
Change+137
Value$12.9K
Filed 2026-10-19
Monetary Solutions, Ltd
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$11.8K (-$308)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares124 from 3,593
Change-3,469 (-97%)
Value$11.7K (-$335.0K)
Filed 2026-11-04
Midwest Capital Advisors, LLC
NEW
Shares118
Change+118
Value$11.1K
Filed 2026-11-04
Montgomery Financial Services LLC
INCREASED
Shares114 from 71
Change+43 (+61%)
Value$10.7K (+$3.9K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares103 from 68
Change+35 (+51%)
Value$9.7K (+$3.1K)
Filed 2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.4K (-$247)
Filed 2026-10-30
North Star Investment Management Corp.
NEW
Shares79
Change+79
Value$7.4K
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$7.1K (-$185)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$7.1K (-$137)
Filed 2026-11-04
American Capital Advisory, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$7.0K (-$183)
Filed 2026-10-28
James T. Borello RIA
NEW
Shares72
Change+72
Value$6.8K
Filed 2026-10-16
Ashton Thomas Securities, LLC
NEW
Shares65
Change+65
Value$6.1K
Filed 2026-10-26
Markowski Investments
NEW
Shares59
Change+59
Value$5.5K
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.3K (-$138)
Filed 2026-10-14
Arlington Trust Co LLC
DECREASED
Shares50 from 1,570
Change-1,520 (-97%)
Value$4.7K (-$146.8K)
Filed 2026-10-20
Downshift Financial, LLC
INCREASED
Shares50 from 45
Change+5 (+11%)
Value$4.7K (+$359)
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.7K (-$124)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
NEW
Shares46
Change+46
Value$4.3K
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.0K (-$107)
Filed 2026-10-15
Networth Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.1K (-$62)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares31
Change+31
Value$2.9K
Filed 2026-10-27
Horizon Financial Services, LLC
NEW
Shares26
Change+26
Value$2.4K
Filed 2026-11-04
CX Institutional
DECREASED
Shares23 from 411
Change-388 (-94%)
Value$2 (-$40.0K)
Filed 2026-10-02
First Command Advisory Services, Inc.
NEW
Shares22
Change+22
Value$2.1K
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares21 from 320
Change-299 (-93%)
Value$2.0K (-$28.9K)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.6K (-$42)
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
NEW
Shares16
Change+16
Value$1.5K
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (-$37)
Filed 2026-10-23
NBT Bank, N.A.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$30)
Filed 2026-10-21
Addison Advisors LLC
DECREASED
Shares10 from 27
Change-17 (-63%)
Value$953 (-$1.7K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$846 (-$22)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$846 (-$22)
Filed 2026-10-27
IMG Wealth Management, Inc.
NEW
Shares8
Change+8
Value$752
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$774 (-$15)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$470
Filed 2026-10-30
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 101,232
Change-101,232 (-100%)
Value$0 (-$9.8M)
Filed 2026-10-27
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 94,053
Change-94,053 (-100%)
Value$0 (-$8.8M)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 89,651
Change-89,651 (-100%)
Value$0 (-$8.7M)
Filed 2026-11-05
Hobbs Wealth Management, LLC
CLOSED
Shares0 from 36,215
Change-36,215 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-20
Scarborough Advisors, LLC
CLOSED
Shares0 from 22,251
Change-22,251 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Milestone Asset Management, LLC
CLOSED
Shares0 from 16,521
Change-16,521 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-15
Theory Financial LLC
CLOSED
Shares0 from 14,911
Change-14,911 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-09
Verus Capital Partners, LLC
CLOSED
Shares0 from 13,388
Change-13,388 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 11,459
Change-11,459 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Johnson Financial Group, LLC
CLOSED
Shares0 from 9,621
Change-9,621 (-100%)
Value$0 (-$928.3K)
Filed 2026-11-03
Sutton Place Investors LLC
CLOSED
Shares0 from 9,098
Change-9,098 (-100%)
Value$0 (-$877.9K)
Filed 2026-10-20
Merkkuri Wealth Advisors LLC
CLOSED
Shares0 from 8,999
Change-8,999 (-100%)
Value$0 (-$868.3K)
Filed 2026-11-03
GatePass Capital, LLC
CLOSED
Shares0 from 8,451
Change-8,451 (-100%)
Value$0 (-$815.4K)
Filed 2026-11-09
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 8,234
Change-8,234 (-100%)
Value$0 (-$794.5K)
Filed 2026-10-14
Nations Financial Group Inc,
CLOSED
Shares0 from 8,033
Change-8,033 (-100%)
Value$0 (-$775.1K)
Filed 2026-11-05
Cassilly Financial Group LLC
CLOSED
Shares0 from 6,220
Change-6,220 (-100%)
Value$0 (-$600.2K)
Filed 2026-10-07
RDA Financial Network
CLOSED
Shares0 from 6,047
Change-6,047 (-100%)
Value$0 (-$583.5K)
Filed 2026-10-15
Silverlake Wealth Management LLC
CLOSED
Shares0 from 3,588
Change-3,588 (-100%)
Value$0 (-$346.2K)
Filed 2026-10-21
MSH Capital Advisors LLC
CLOSED
Shares0 from 3,586
Change-3,586 (-100%)
Value$0 (-$346.0K)
Filed 2026-11-03
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 3,490
Change-3,490 (-100%)
Value$0 (-$336.8K)
Filed 2026-11-06
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 3,405
Change-3,405 (-100%)
Value$0 (-$328.5K)
Filed 2026-10-20
Park National Corp
CLOSED
Shares0 from 3,195
Change-3,195 (-100%)
Value$0 (-$308.3K)
Filed 2026-10-05
Fisher Asset Management, LLC
CLOSED
Shares0 from 2,844
Change-2,844 (-100%)
Value$0 (-$274.5K)
Filed 2026-11-06
Fulcrum Equity Management
CLOSED
Shares0 from 2,638
Change-2,638 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-21
Capital Investment Advisors, LLC
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-22
Yardley Wealth Management LLC
CLOSED
Shares0 from 2,163
Change-2,163 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
CLOSED
Shares0 from 2,105
Change-2,105 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-09
Wellington Grp LLC
CLOSED
Shares0 from 394
Change-394 (-100%)
Value$0 (-$31.7K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-28
Evermay Wealth Management LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-06
Eastern Bank
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$772)
Filed 2026-10-05
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$399)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 28,876,146
Change-28,876,146 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,127,258
Change-16,127,258 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,245,817
Change-11,245,817 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,970,793
Change-9,970,793 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,883,606
Change-7,883,606 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,148,703
Change-6,148,703 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,376,383
Change-5,376,383 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,346,733
Change-5,346,733 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,403,867
Change-3,403,867 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,773,603
Change-2,773,603 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,558,075
Change-2,558,075 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,368,819
Change-2,368,819 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,188,324
Change-2,188,324 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,182,737
Change-2,182,737 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,094,497
Change-2,094,497 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,639,286
Change-1,639,286 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,542,140
Change-1,542,140 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,379,015
Change-1,379,015 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,374,387
Change-1,374,387 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,273,939
Change-1,273,939 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,232,831
Change-1,232,831 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,125,157
Change-1,125,157 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,058,365
Change-1,058,365 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 892,971
Change-892,971 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 871,190
Change-871,190 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 807,051
Change-807,051 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 784,880
Change-784,880 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 704,363
Change-704,363 (-100%)
Value—
FMR LLC
N/A
Shares— from 683,105
Change-683,105 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 669,305
Change-669,305 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 650,000
Change-650,000 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 567,849
Change-567,849 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 554,738
Change-554,738 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 515,223
Change-515,223 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 511,267
Change-511,267 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 461,703
Change-461,703 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 435,036
Change-435,036 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 429,143
Change-429,143 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 427,119
Change-427,119 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 421,788
Change-421,788 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 388,904
Change-388,904 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 381,114
Change-381,114 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 337,757
Change-337,757 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 331,094
Change-331,094 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 304,353
Change-304,353 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 289,426
Change-289,426 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 288,955
Change-288,955 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 287,748
Change-287,748 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 287,031
Change-287,031 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 282,048
Change-282,048 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 266,533
Change-266,533 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 260,666
Change-260,666 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 238,063
Change-238,063 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 229,497
Change-229,497 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 222,716
Change-222,716 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 222,072
Change-222,072 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 215,692
Change-215,692 (-100%)
Value—
&partners
N/A
Shares— from 213,555
Change-213,555 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 211,955
Change-211,955 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 210,863
Change-210,863 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 209,744
Change-209,744 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 205,091
Change-205,091 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 202,202
Change-202,202 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 201,204
Change-201,204 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 185,718
Change-185,718 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 178,396
Change-178,396 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 178,307
Change-178,307 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 177,096
Change-177,096 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 166,725
Change-166,725 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 158,896
Change-158,896 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 157,812
Change-157,812 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 157,737
Change-157,737 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 155,688
Change-155,688 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 153,472
Change-153,472 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 152,069
Change-152,069 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 150,123
Change-150,123 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 149,838
Change-149,838 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 147,694
Change-147,694 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 146,171
Change-146,171 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 146,030
Change-146,030 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 141,979
Change-141,979 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 135,938
Change-135,938 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 129,783
Change-129,783 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 128,235
Change-128,235 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 121,950
Change-121,950 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 116,420
Change-116,420 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 116,393
Change-116,393 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 112,790
Change-112,790 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 108,998
Change-108,998 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 105,563
Change-105,563 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 101,130
Change-101,130 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 100,109
Change-100,109 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 94,654
Change-94,654 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 93,602
Change-93,602 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 88,695
Change-88,695 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 84,846
Change-84,846 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 83,210
Change-83,210 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 82,450
Change-82,450 (-100%)
Value—
Stephens Inc
N/A
Shares— from 80,585
Change-80,585 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 80,010
Change-80,010 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 77,497
Change-77,497 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 77,440
Change-77,440 (-100%)
Value—
EWA, LLC
N/A
Shares— from 77,426
Change-77,426 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 74,761
Change-74,761 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 73,654
Change-73,654 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 73,443
Change-73,443 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 72,886
Change-72,886 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 72,383
Change-72,383 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 72,212
Change-72,212 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 70,916
Change-70,916 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 68,202
Change-68,202 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 67,052
Change-67,052 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 63,709
Change-63,709 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 60,107
Change-60,107 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 60,075
Change-60,075 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 59,875
Change-59,875 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 59,454
Change-59,454 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 59,352
Change-59,352 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 57,979
Change-57,979 (-100%)
Value—
Commerce Bank
N/A
Shares— from 57,495
Change-57,495 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 57,362
Change-57,362 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 54,352
Change-54,352 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,667
Change-52,667 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 52,426
Change-52,426 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 52,001
Change-52,001 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 51,737
Change-51,737 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 51,594
Change-51,594 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 51,214
Change-51,214 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 51,037
Change-51,037 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 49,149
Change-49,149 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 47,683
Change-47,683 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 47,124
Change-47,124 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 44,545
Change-44,545 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44,418
Change-44,418 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42,595
Change-42,595 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 42,356
Change-42,356 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 41,808
Change-41,808 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,582
Change-41,582 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 41,291
Change-41,291 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,522
Change-40,522 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 40,014
Change-40,014 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 39,579
Change-39,579 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 39,067
Change-39,067 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 39,023
Change-39,023 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,019
Change-39,019 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 38,157
Change-38,157 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 37,863
Change-37,863 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 36,032
Change-36,032 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 35,740
Change-35,740 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 33,845
Change-33,845 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 33,273
Change-33,273 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 33,162
Change-33,162 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 32,954
Change-32,954 (-100%)
Value—
Betterment LLC
N/A
Shares— from 32,429
Change-32,429 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 31,997
Change-31,997 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 31,889
Change-31,889 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 31,796
Change-31,796 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 30,820
Change-30,820 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 28,709
Change-28,709 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 27,844
Change-27,844 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 27,646
Change-27,646 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 27,231
Change-27,231 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 27,164
Change-27,164 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 27,064
Change-27,064 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 26,283
Change-26,283 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 25,987
Change-25,987 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 25,931
Change-25,931 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 25,877
Change-25,877 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 25,790
Change-25,790 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 25,390
Change-25,390 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 25,094
Change-25,094 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 24,792
Change-24,792 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 23,931
Change-23,931 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 22,461
Change-22,461 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,645
Change-21,645 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,308
Change-21,308 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 20,175
Change-20,175 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,860
Change-19,860 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 19,507
Change-19,507 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 18,272
Change-18,272 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 17,939
Change-17,939 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 17,699
Change-17,699 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,186
Change-17,186 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 16,782
Change-16,782 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 16,782
Change-16,782 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 16,671
Change-16,671 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 16,606
Change-16,606 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 15,742
Change-15,742 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 14,656
Change-14,656 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 14,445
Change-14,445 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,385
Change-14,385 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,631
Change-12,631 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,275
Change-12,275 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 12,049
Change-12,049 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,511
Change-10,511 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,585
Change-9,585 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 9,453
Change-9,453 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 9,448
Change-9,448 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 8,629
Change-8,629 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 8,074
Change-8,074 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 7,559
Change-7,559 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 847
Change-847 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 621
Change-621 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 616
Change-616 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 397
Change-397 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 284
Change-284 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 234
Change-234 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 220
Change-220 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 105
Change-105 (-100%)
Value—
S&T Bank
N/A
Shares— from 97
Change-97 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 67
Change-67 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 26
Change-26 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Savant Capital, LLC
INCREASED19,549,84719,140,381+409,466+2%$1.8B$1.8B-$8.8M2026-11-06
LPL Financial LLC
INCREASED6,603,7515,901,982+701,769+12%$569.5M$620.9M+$51.4M2026-11-06
Bank of New York Mellon Corp
INCREASED5,557,3952,693,268+2,864,127+106%$259.9M$522.5M+$262.6M2026-11-05
Vantagepoint Investment Advisers LLC
INCREASED2,638,3722,393,648+244,724+10%$231.0M$248.1M+$17.1M2026-10-26
PNC Financial Services Group, Inc.
INCREASED2,442,5192,295,165+147,354+6%$221.5M$229.6M+$8.2M2026-11-06
Kestra Investment Management, LLC
INCREASED2,061,3391,885,486+175,853+9%$181.9M$193.8M+$11.9M2026-11-04
HighTower Advisors, LLC
INCREASED1,930,7711,824,994+105,777+6%$176.1M$181.5M+$5.4M2026-11-10
Annex Advisory Services, LLC
INCREASED1,673,7301,548,921+124,809+8%$149.5M$157.4M+$7.9M2026-10-16
Bokf, NA
INCREASED1,617,7121,484,682+133,030+9%$143.3M$152.1M+$8.8M2026-10-27
Fifth Third Bancorp
INCREASED1,591,3321,180,739+410,593+35%$113.9M$149.6M+$35.7M2026-11-05
Bank of Montreal
DECREASED1,273,7811,286,150-12,369-1%$124.1M$119.8M-$4.3M2026-11-09
Harbour Investments, Inc.
INCREASED1,254,7211,181,713+73,008+6%$114.0M$118.0M+$3.9M2026-11-09
Maseco LLP
DECREASED1,154,8021,161,088-6,286-1%$112.1M$108.6M-$3.5M2026-10-27
HB Wealth Management, LLC
INCREASED1,152,3951,108,268+44,127+4%$106.9M$108.3M+$1.4M2026-10-23
Apella Capital, LLC
INCREASED1,149,116997,148+151,968+15%$92.3M$109.1M+$16.8M2026-10-08
Oak Root LLC
UNCHANGED1,075,4661,075,46600%$103.8M$101.1M-$2.7M2026-10-09
Avantax Planning Partners, Inc.
DECREASED1,056,4731,065,277-8,804-1%$102.8M$99.3M-$3.5M2026-11-03
Gradient Investments LLC
INCREASED1,038,9081,031,444+7,464+1%$99.5M$97.7M-$1.8M2026-10-08
Great Valley Advisor Group, Inc.
INCREASED958,167905,306+52,861+6%$87.4M$90.1M+$2.7M2026-11-09
Fragasso Financial Advisors Inc
INCREASED941,057610,432+330,625+54%$58.9M$88.6M+$29.7M2026-10-13
Midwest Trust Co
INCREASED898,963870,014+28,949+3%$83.9M$84.5M+$572.9K2026-10-22
Commonwealth Equity Services, LLC
DECREASED893,662937,777-44,115-5%$90.5M$84.0M-$6.5M2026-11-02
Creative Planning
DECREASED878,889891,693-12,804-1%$86.0M$82.6M-$3.4M2026-11-02
Farther Finance Advisors, LLC
INCREASED850,340799,019+51,321+6%$77.1M$79.9M+$2.9M2026-10-08
Parallel Advisors, LLC
INCREASED849,731814,662+35,069+4%$78.6M$79.9M+$1.3M2026-11-03
Truist Financial Corp
INCREASED840,166796,366+43,800+6%$76.8M$79.0M+$2.2M2026-10-30
Kestra Advisory Services, LLC
INCREASED825,168289,536+535,632+185%$27.9M$77.6M+$49.6M2026-11-02
Summit Financial Strategies, Inc.
INCREASED808,362785,029+23,333+3%$75.7M$76.0M+$254.8K2026-10-14
Apollon Wealth Management, LLC
INCREASED807,838709,099+98,739+14%$68.4M$76.0M+$7.5M2026-10-23
Greenup Street Wealth Management LLC
DECREASED791,907797,996-6,089-1%$77.0M$74.5M-$2.5M2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED725,706750,726-25,020-3%$72.4M$68.2M-$4.2M2026-10-20
Rockwood Wealth Management, LLC
INCREASED707,849627,972+79,877+13%$60.6M$66.6M+$6.0M2026-10-27
Thrivent Financial for Lutherans
INCREASED694,749279,704+415,045+148%$27.0M$65.3M+$38.4M2026-11-05
Atwood & Palmer Inc
INCREASED683,140674,517+8,623+1%$65.1M$64.2M-$855.4K2026-10-08
Falcon Wealth Planning
INCREASED680,164632,978+47,186+7%$61.1M$63.9M+$2.9M2026-11-06
Park Avenue Securities LLC
INCREASED619,859613,449+6,410+1%$59.2M$58.3M-$913.0K2026-10-26
Mission Wealth Management, LP
DECREASED567,437723,814-156,377-22%$69.8M$53.4M-$16.5M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED543,384403,568+139,816+35%$38.0M$50.7M+$12.7M2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED533,185515,769+17,416+3%$49.8M$50.1M+$363.5K2026-10-16
Tarbox Family Office, Inc.
DECREASED498,533506,746-8,213-2%$48.9M$46.9M-$2.0M2026-10-23
HighPoint Advisor Group LLC
INCREASED497,264495,601+1,663+0%$47.8M$46.8M-$1.1M2026-11-09
Morton Brown Family Wealth, LLC
INCREASED489,916480,549+9,367+2%$46.4M$46.1M-$306.3K2026-10-23
McLean Asset Management Corp
DECREASED487,489489,332-1,8430%$43.8M$39.9M-$3.9M2026-11-06
Allen Capital Group, LLC
INCREASED444,815223,034+221,781+99%$21.5M$41.8M+$20.3M2026-10-27
West Paces Advisors Inc.
INCREASED407,155401,179+5,976+1%$38.7M$38.3M-$429.0K2026-10-13
Arlington Financial Advisors, LLC
DECREASED402,117402,768-6510%$38.9M$37.8M-$1.1M2026-10-19
Amplius Wealth Advisors, LLC
INCREASED394,988362,842+32,146+9%$35.0M$37.1M+$2.1M2026-10-20
Simplicity Wealth,LLC
INCREASED390,614358,301+32,313+9%$34.6M$36.7M+$2.2M2026-10-23
Quantum Financial Advisors, LLC
INCREASED375,479345,315+30,164+9%$33.3M$35.3M+$2.0M2026-11-03
Versant Capital Management, Inc
DECREASED371,309371,481-1720%$35.8M$34.9M-$933.7K2026-10-02
Diversified Portfolios, Inc.
DECREASED368,922488,339-119,417-24%$47.1M$34.7M-$12.4M2026-11-04
Compound Planning, Inc.
INCREASED355,992353,788+2,204+1%$34.1M$33.5M-$666.6K2026-11-09
GW Henssler & Associates LTD
INCREASED355,855351,549+4,306+1%$33.9M$33.5M-$463.5K2026-10-26
SC&H Financial Advisors, Inc.
INCREASED335,603332,081+3,522+1%$32.0M$31.6M-$489.1K2026-10-14
Cannon Financial Strategists, Inc.
INCREASED326,903321,733+5,170+2%$31.0M$30.7M-$308.6K2026-10-19
ACT Advisors, Llc.
INCREASED324,709321,927+2,782+1%$31.1M$30.5M-$533.6K2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED319,103297,746+21,357+7%$28.7M$30.0M+$1.3M2026-10-16
Correct Capital Wealth Management
INCREASED312,655260,375+52,280+20%$25.1M$29.4M+$4.3M2026-11-02
High Probability Advisors, LLC
INCREASED300,928289,841+11,087+4%$28.0M$28.3M+$326.5K2026-10-19
CGN Advisors LLC
INCREASED291,930274,549+17,381+6%$26.5M$27.4M+$956.0K2026-10-21
HUB Investment Partners, LLC
INCREASED280,731262,938+17,793+7%$25.4M$26.4M+$1.0M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED277,747224,982+52,765+23%$21.7M$26.1M+$4.4M2026-10-16
JSF Financial, LLC
INCREASED271,288269,566+1,722+1%$26.0M$25.5M-$503.9K2026-10-22
Retirement Financial Solutions, LLC
INCREASED266,173248,491+17,682+7%$24.0M$25.0M+$1.0M2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED265,615257,808+7,807+3%$24.9M$25.0M+$97.2K2026-10-05
Hill Island Financial LLC
NEW265,288—+265,288——$24.9M—2026-10-20
Fonville Wealth Management LLC
INCREASED263,145253,280+9,865+4%$24.4M$24.7M+$301.9K2026-10-28
Armstrong, Fleming & Moore, Inc
DECREASED262,860263,045-1850%$25.4M$24.7M-$667.1K2026-10-28
Reap Financial Group, LLC
INCREASED262,308247,562+14,746+6%$23.9M$24.7M+$775.0K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED259,058234,831+24,227+10%$22.7M$24.4M+$1.7M2026-11-02
Concord Wealth Partners
INCREASED251,902247,850+4,052+2%$23.9M$23.7M-$231.2K2026-11-02
Sunburst Financial Group, LLC
DECREASED250,839265,413-14,574-5%$25.6M$23.6M-$2.0M2026-10-09
Plancorp, LLC
INCREASED245,791198,641+47,150+24%$18.1M$21.1M+$3.1M2026-11-03
Ullmann Wealth Partners Group, LLC
INCREASED242,453239,755+2,698+1%$23.1M$22.8M-$338.5K2026-11-02
Cyndeo Wealth Partners, LLC
NEW241,490—+241,490——$22.7M—2026-10-16
Concord Asset Management, LLC
INCREASED241,167233,739+7,428+3%$22.6M$22.7M+$121.0K2026-11-02
Cooper Financial Group
INCREASED240,721227,971+12,750+6%$22.0M$22.6M+$635.7K2026-10-07
Able Financial Group, LLC
INCREASED238,246159,052+79,194+50%$15.3M$22.4M+$7.1M2026-10-14
Alpha Financial Advisors, LLC
DECREASED237,197237,632-4350%$22.9M$22.3M-$627.8K2026-11-09
Marietta Wealth Management, LLC
DECREASED233,695239,063-5,368-2%$23.1M$21.3M-$1.8M2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED230,989221,589+9,400+4%$21.4M$21.7M+$336.5K2026-11-04
SAX Wealth Advisors, LLC
INCREASED230,84076,814+154,026+201%$6.2M$21.7M+$15.5M2026-10-13
B&D White Capital Company, LLC
DECREASED229,227259,850-30,623-12%$25.1M$21.6M-$3.5M2026-11-02
TCI Wealth Advisors, Inc.
DECREASED225,322229,475-4,153-2%$22.1M$21.2M-$957.3K2026-10-30
WealthPlan Investment Management, LLC
INCREASED223,351205,128+18,223+9%$19.8M$21.0M+$1.2M2026-10-15
Triad Wealth Partners, LLC
INCREASED220,453190,829+29,624+16%$17.2M$20.7M+$3.5M2026-10-26
Vise Technologies, Inc.
NEW220,082—+220,082——$20.7M—2026-10-29
Allworth Financial LP
INCREASED218,405215,808+2,597+1%$20.8M$21.1M+$250.6K2026-11-06
Intergy Private Wealth, LLC
INCREASED218,250199,827+18,423+9%$19.3M$20.5M+$1.2M2026-10-16
WJ Interests, LLC
INCREASED217,405210,237+7,168+3%$20.3M$20.4M+$154.6K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED215,657209,840+5,817+3%$20.2M$20.3M+$28.6K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED213,620193,468+20,152+10%$18.7M$20.1M+$1.4M2026-11-02
Accretive Wealth Partners, LLC
NEW212,524—+212,524——$20.0M—2026-11-06
Buttonwood Financial Group, LLC
DECREASED211,054211,484-4300%$20.4M$20.3M-$115.4K2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED209,221200,559+8,662+4%$19.4M$19.7M+$319.0K2026-10-13
SJS Investment Consulting Inc.
INCREASED209,170186,638+22,532+12%$18.0M$19.7M+$1.7M2026-10-26
MFA Wealth Advisors, LLC
INCREASED201,564201,153+411+0%$19.4M$19.0M-$458.2K2026-10-07
Indivisible Partners
INCREASED197,319155,149+42,170+27%$15.0M$18.6M+$3.6M2026-10-26
Opus Capital Group, LLC
INCREASED193,289191,970+1,319+1%$18.5M$18.2M-$350.0K2026-10-30
Fortress Financial Group, LLC
INCREASED193,243179,514+13,729+8%$17.3M$18.2M+$847.4K2026-10-21
Kavar Capital Partners Group, LLC
INCREASED191,690180,897+10,793+6%$17.5M$18.0M+$568.0K2026-11-06
Stewardship Advisors, LLC
INCREASED191,200114,918+76,282+66%$11.1M$18.0M+$6.9M2026-10-20
Aire Advisors, LLC
INCREASED190,363186,412+3,951+2%$18.0M$17.9M-$88.9K2026-10-22
Websterrogers Financial Advisors, LLC
INCREASED187,761184,217+3,544+2%$17.8M$17.7M-$121.9K2026-11-02
Advisor OS, LLC
INCREASED186,070170,054+16,016+9%$16.4M$17.5M+$1.1M2026-11-03
Exchange Traded Concepts, LLC
INCREASED185,240182,690+2,550+1%$17.6M$17.4M-$211.5K2026-10-28
Destiny Wealth Partners, LLC
INCREASED183,314165,221+18,093+11%$14.8M$15.8M+$972.5K2026-11-05
Valued Wealth Advisors LLC
INCREASED179,700176,723+2,977+2%$17.1M$16.9M-$156.6K2026-11-05
Systelligence, LLC
INCREASED178,95565,309+113,646+174%$6.3M$15.4M+$9.1M2026-11-05
International City Management Association Retirement Corp
NEW178,535—+178,535——$16.8M—2026-10-26
Burton Enright Welch
INCREASED176,860171,345+5,515+3%$16.5M$16.6M+$95.3K2026-11-04
Symphony Financial, Ltd. Co.
INCREASED176,453169,802+6,651+4%$16.2M$16.6M+$491.3K2026-10-22
Modera Wealth Management, LLC
DECREASED172,545181,000-8,455-5%$17.5M$16.2M-$1.2M2026-10-28
Kestra Private Wealth Services, LLC
INCREASED171,666149,160+22,506+15%$14.4M$16.1M+$1.7M2026-11-06
ERn Financial, LLC
DECREASED170,997171,570-5730%$16.6M$16.1M-$477.6K2026-10-28
Three Arch Wealth Management LLC
INCREASED170,439164,994+5,445+3%$15.9M$16.0M+$104.4K2026-10-20
Riverpoint Wealth Management Holdings, LLC
INCREASED169,255153,774+15,481+10%$14.8M$15.9M+$1.1M2026-11-09
Grand Wealth Management, LLC
INCREASED167,323158,136+9,187+6%$15.3M$15.7M+$473.2K2026-11-09
True North Advisors, LLC
INCREASED163,419151,215+12,204+8%$14.6M$15.4M+$774.0K2026-10-22
Invenio Wealth Partners LLC
INCREASED162,876131,477+31,399+24%$12.7M$15.3M+$2.6M2026-10-20
Define Financial, LLC
INCREASED162,484154,063+8,421+5%$14.9M$15.3M+$411.1K2026-10-14
First Hawaiian Bank
INCREASED161,453105,450+56,003+53%$10.2M$15.2M+$5.0M2026-10-14
Arete Wealth Advisors, LLC
INCREASED160,94881,833+79,115+97%$7.9M$15.1M+$7.2M2026-11-09
Cardiff Park Advisors, LLC
INCREASED157,850157,070+780+1%$15.2M$14.8M-$314.6K2026-11-09
Verum Partners LLC
INCREASED153,452141,563+11,889+8%$13.7M$14.4M+$768.2K2026-10-21
Echo Wealth Management, LLC
INCREASED147,614137,979+9,635+7%$13.3M$13.9M+$565.1K2026-10-15
Higgins & Schmidt Wealth Strategies LLC
INCREASED147,431146,977+454+0%$14.2M$13.9M-$320.4K2026-10-26
MGO One Seven LLC
INCREASED146,74117,557+129,184+736%$1.7M$13.8M+$12.1M2026-10-28
55 North Private Wealth, LLC
INCREASED146,479131,634+14,845+11%$12.7M$13.8M+$1.1M2026-10-20
Visionary Horizons, LLC
INCREASED146,454139,011+7,443+5%$13.4M$13.8M+$356.4K2026-10-22
Summit Wealth Group LLC / Co
INCREASED145,9189,798+136,120+1389%$945.4K$13.7M+$12.8M2026-10-29
Prosperity Planning, Inc.
INCREASED145,726139,840+5,886+4%$13.5M$13.7M+$208.0K2026-10-09
Certified Advisory Corp
INCREASED139,188138,233+955+1%$13.3M$13.1M-$251.6K2026-10-29
Marks Group Wealth Management, Inc
INCREASED136,67268,002+68,670+101%$6.6M$12.8M+$6.3M2026-11-05
Freedom Financial Partners LLC
INCREASED136,136131,382+4,754+4%$12.7M$12.8M+$122.5K2026-10-19
Boyum Wealth Architects LLC
INCREASED136,029135,017+1,012+1%$12.3M$13.0M+$692.0K2026-10-06
Choice Wealth Advisors LLC
INCREASED135,959133,375+2,584+2%$12.9M$12.8M-$86.5K2026-10-16
Great Diamond Partners, LLC
INCREASED135,236133,492+1,744+1%$12.9M$12.7M-$165.8K2026-10-13
Convergence Financial, LLC
DECREASED134,831247,021-112,190-45%$23.8M$12.7M-$11.2M2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED134,772127,415+7,357+6%$12.3M$12.7M+$377.0K2026-11-03
Legacy CG, LLC
INCREASED133,433126,193+7,240+6%$12.2M$12.5M+$369.0K2026-10-30
Buck Wealth Strategies, LLC
INCREASED131,454124,477+6,977+6%$12.0M$12.4M+$348.5K2026-10-28
Saxon Interests, Inc.
INCREASED131,320129,969+1,351+1%$12.5M$12.3M-$194.0K2026-10-26
D'Orazio & Associates, Inc.
INCREASED130,885111,228+19,657+18%$10.7M$12.3M+$1.6M2026-11-04
Choreo, LLC
INCREASED130,4394,674+125,765+2691%$451.0K$12.3M+$11.8M2026-10-28
Brickley Wealth Management
INCREASED130,142122,618+7,524+6%$11.8M$12.2M+$404.5K2026-11-04
First National Trust Co
INCREASED127,89248,988+78,904+161%$4.7M$12.0M+$7.3M2026-10-28
Simon Quick Advisors, LLC
INCREASED127,23390,334+36,899+41%$8.7M$12.0M+$3.2M2026-10-26
Northwest Wealth Management, LLC
DECREASED126,989128,697-1,708-1%$12.4M$11.9M-$478.4K2026-10-30
Shotwell Rutter Baer Inc
DECREASED124,383125,042-659-1%$12.1M$11.7M-$370.8K2026-10-14
Oak Wealth Advisors LLC
DECREASED123,378126,760-3,382-3%$12.2M$11.6M-$631.1K2026-11-09
Market Street Wealth Management Advisors LLC
NEW122,988—+122,988——$11.6M—2026-10-09
Tortoise Investment Management, LLC
INCREASED122,631121,127+1,504+1%$11.7M$11.5M-$157.8K2026-11-06
Torren Management, LLC
INCREASED121,894120,933+961+1%$11.7M$11.5M-$208.4K2026-10-29
Highland Financial Advisors, LLC
INCREASED120,023115,763+4,260+4%$11.2M$11.3M+$114.6K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED119,5204,994+114,526+2293%$481.9K$11.2M+$10.8M2026-11-05
Cornerstone Wealth Group, LLC
INCREASED119,355111,548+7,807+7%$10.8M$11.2M+$458.5K2026-11-02
Heritage Family Offices, LLP
INCREASED117,433101,232+16,201+16%$9.8M$11.0M+$1.3M2026-11-02
Central Trust Co
INCREASED115,908104,991+10,917+10%$10.1M$10.9M+$767.1K2026-11-05
Elevation Wealth Partners, LLC
INCREASED109,456109,366+90+0%$10.6M$10.3M-$261.7K2026-10-07
MN Wealth Advisors, LLC
INCREASED109,335101,253+8,082+8%$9.8M$10.3M+$509.7K2026-10-23
Nottingham Advisors, Inc.
DECREASED108,933110,278-1,345-1%$9.9M$10.3M+$310.1K2026-10-29
XY Planning Network, Inc.
INCREASED106,86156,733+50,128+88%$5.5M$10.0M+$4.6M2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED106,698101,935+4,763+5%$9.8M$10.0M+$196.1K2026-10-16
BetterWealth, LLC
INCREASED106,052104,621+1,431+1%$10.1M$10.0M-$123.9K2026-10-15
WMG Financial Advisors, LLC
UNCHANGED102,989102,98900%$9.9M$9.9M$02026-10-28
RED Lighthouse Investment Management, LLC
INCREASED101,066100,385+681+1%$9.7M$9.5M-$183.8K2026-11-02
Tull Financial Group, Inc.
INCREASED100,21092,845+7,365+8%$9.0M$9.4M+$463.2K2026-11-05
Collective Family Office LLC
DECREASED100,010102,043-2,033-2%$9.8M$9.4M-$443.2K2026-10-05
Acima Private Wealth, LLC
INCREASED98,96191,106+7,855+9%$8.8M$9.3M+$513.5K2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED98,503109,953-11,450-10%$10.6M$9.3M-$1.3M2026-11-03
Hudson Capital Management LLC
INCREASED97,90397,429+474+0%$9.4M$9.2M-$196.2K2026-10-20
Axxcess Wealth Management, LLC
DECREASED97,621106,236-8,615-8%$10.3M$9.2M-$1.1M2026-10-21
Chris Bulman Inc
INCREASED97,29591,934+5,361+6%$8.9M$9.1M+$276.8K2026-10-20
Haven Private, LLC
INCREASED96,60892,606+4,002+4%$8.9M$9.1M+$147.5K2026-10-27
Disciplina Capital Management LLC
DECREASED95,89897,396-1,498-2%$9.4M$9.0M-$381.4K2026-11-06
Cypress Point Wealth Management, LLC
INCREASED95,36193,841+1,520+2%$9.1M$9.0M-$88.9K2026-11-03
Align Financial, LLC
DECREASED95,19195,422-2310%$9.2M$8.9M-$257.4K2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED94,65790,062+4,595+5%$8.7M$8.9M+$209.6K2026-11-03
Financial Futures Ltd Liability Co.
INCREASED94,23292,288+1,944+2%$8.9M$8.9M-$45.1K2026-10-13
Avant Financial Advisors LLC
INCREASED94,07091,426+2,644+3%$8.8M$8.8M+$22.7K2026-11-02
Broadway Wealth Solutions, Inc.
INCREASED92,19886,728+5,470+6%$8.4M$8.7M+$300.1K2026-10-21
46 Peaks LLC
DECREASED91,71596,568-4,853-5%$9.3M$8.6M-$694.8K2026-11-03
Merit Financial Group, LLC
DECREASED91,41494,385-2,971-3%$9.1M$8.6M-$512.3K2026-11-06
Collaborative Wealth Managment Inc.
DECREASED91,31194,555-3,244-3%$9.1M$8.6M-$538.5K2026-11-06
Silver OAK Wealth Advisors Services, LLC
INCREASED91,25091,105+145+0%$8.8M$8.6M-$211.4K2026-11-09
Independence Bank of Kentucky
INCREASED90,24181,226+9,015+11%$7.8M$8.5M+$647.0K2026-10-26
Gainline Financial Partners, LLC
INCREASED89,66876,374+13,294+17%$7.4M$8.4M+$1.1M2026-10-15
Harbor Group, Inc.
INCREASED89,55877,026+12,532+16%$7.4M$8.4M+$988.0K2026-10-14
Shore Point Advisors, LLC
DECREASED89,36190,353-992-1%$2.9M$2.9M+$36.4K2026-10-14
White Pine Investment Co
INCREASED87,94572,436+15,509+21%$7.0M$8.3M+$1.3M2026-10-15
Kings Path Partners LLC
DECREASED86,81188,015-1,204-1%$8.5M$8.2M-$330.5K2026-10-21
Flagstone Financial Management
DECREASED86,35588,013-1,658-2%$8.5M$8.1M-$373.2K2026-11-05
Integrity Investment Advisors, LLC
INCREASED84,27265,078+19,194+29%$6.3M$7.9M+$1.6M2026-11-03
Brookstone Capital Management
INCREASED83,27879,148+4,130+5%$7.6M$7.8M+$192.8K2026-10-22
Croban
DECREASED83,10285,868-2,766-3%$8.3M$7.8M-$472.1K2026-11-09
Greenspring Advisors, LLC
INCREASED81,89081,750+140+0%$7.9M$7.7M-$188.7K2026-11-05
LexAurum Advisors, LLC
INCREASED81,78378,812+2,971+4%$7.6M$7.7M+$84.7K2026-10-19
Strategic Blueprint, LLC
DECREASED81,53092,172-10,642-12%$8.9M$7.7M-$1.2M2026-10-22
Sylvest Advisors, LLC
DECREASED81,31283,114-1,802-2%$8.0M$7.6M-$374.8K2026-10-26
StrongBox Wealth, LLC
INCREASED81,0349,333+71,701+768%$900.5K$7.6M+$6.7M2026-11-02
Trace Wealth Advisors, LLC
UNCHANGED80,71380,71300%$7.8M$7.6M-$199.4K2026-10-30
Trellis Wealth Advisors LLC
DECREASED80,39180,537-1460%$7.8M$7.6M-$212.6K2026-10-19
Waterfront Wealth Inc.
INCREASED79,69975,289+4,410+6%$7.1M$7.1M+$47.8K2026-11-03
EnRich Financial Partners LLC
INCREASED79,65079,476+174+0%$7.7M$7.5M-$179.9K2026-10-21
Riversedge Advisors, LLC
DECREASED78,80379,048-2450%$7.6M$7.4M-$218.2K2026-10-09
Grove Bank & Trust
INCREASED78,36778,354+13+0%$7.6M$7.4M-$192.3K2026-10-08
AWM Capital, LLC
INCREASED77,96077,461+499+1%$7.5M$7.3M-$144.4K2026-10-16
Redw Wealth LLC
DECREASED77,89584,108-6,213-7%$8.1M$7.3M-$791.9K2026-11-02
Signature Resources Capital Management, LLC
INCREASED77,37273,282+4,090+6%$7.1M$7.3M+$203.5K2026-10-16
Cherry Tree Wealth Management, LLC
INCREASED77,11276,432+680+1%$7.4M$7.3M-$124.8K2026-10-15
Lifestyle Asset Management, Inc.
INCREASED77,09657,235+19,861+35%$5.5M$7.2M+$1.7M2026-10-20
Wilkerson Advisory Group LLC
INCREASED76,71375,280+1,433+2%$7.3M$7.2M-$51.3K2026-10-20
Arwa LLC
INCREASED76,39744,148+32,249+73%$4.0M$7.1M+$3.1M2026-10-21
Invariant Investment Management
INCREASED75,91674,538+1,378+2%$7.1M$7.2M+$138.9K2026-10-08
Stonehearth Capital Management, LLC
INCREASED75,22974,278+951+1%$7.2M$7.1M-$94.1K2026-10-13
Cedar Point Capital Partners, LLC
NEW74,426—+74,426——$7.0M—2026-10-29
Richmond Investment Services, LLC
INCREASED73,92972,414+1,515+2%$7.0M$7.0M-$36.4K2026-10-29
Apollon Financial, LLC
INCREASED73,32956,088+17,241+31%$5.4M$6.9M+$1.5M2026-10-23
IAG Wealth Partners, LLC
INCREASED72,68071,443+1,237+2%$6.9M$6.8M-$60.2K2026-11-06
Glenview Trust Co
INCREASED72,65071,656+994+1%$6.9M$6.8M-$83.5K2026-10-28
Wedmont Private Capital
INCREASED72,51569,313+3,202+5%$6.5M$6.8M+$236.2K2026-10-09
Fortitude Family Office, LLC
UNCHANGED72,26572,26500%$7.0M$6.8M-$178.5K2026-10-14
Koshinski Asset Management, Inc.
INCREASED71,91562,019+9,896+16%$6.0M$6.8M+$777.2K2026-10-29
Hutchens & Kramer Investment Management Group, LLC
INCREASED71,67566,588+5,087+8%$6.4M$6.7M+$313.9K2026-10-16
Breakwater Capital Group
INCREASED69,08361,865+7,218+12%$6.0M$6.5M+$525.9K2026-10-09
Physician Wealth Solutions Inc.
DECREASED68,94075,871-6,931-9%$7.3M$6.5M-$839.1K2026-10-14
Financial Symmetry Inc
INCREASED68,89764,367+4,530+7%$6.2M$6.5M+$266.9K2026-10-06
Global Strategic Investment Solutions, LLC
INCREASED67,87367,573+300+0%$6.5M$6.4M-$138.7K2026-10-16
Telos Capital Management, Inc.
DECREASED67,50580,020-12,515-16%$7.7M$6.3M-$1.4M2026-11-02
Defined Wealth Management, LLC
INCREASED67,22166,910+311+0%$6.5M$6.3M-$136.0K2026-10-19
Level Financial Advisors
INCREASED66,72466,122+602+1%$6.4M$6.3M-$106.7K2026-10-13
Andrews Advisory Associates, LLC
INCREASED65,80060,621+5,179+9%$5.8M$6.2M+$337.2K2026-10-15
CoreCap Advisors, LLC
INCREASED65,13860,566+4,572+8%$5.8M$6.1M+$280.3K2026-10-08
Frankly Finances, LLC
INCREASED63,77261,125+2,647+4%$5.9M$6.0M+$97.9K2026-10-28
Bauman Advisory Group, LLC
INCREASED63,70559,424+4,281+7%$5.7M$6.0M+$255.8K2026-10-29
AMI Investment Management Inc
NEW63,682—+63,682——$6.0M—2026-10-27
Greenwood Capital Associates LLC
INCREASED63,36154,359+9,002+17%$5.2M$6.0M+$712.1K2026-10-27
WealthPLAN Partners, LLC
DECREASED62,32475,382-13,058-17%$7.3M$5.9M-$1.4M2026-10-15
Burk Holdings LLC
INCREASED62,26659,531+2,735+5%$5.7M$5.9M+$110.1K2026-11-05
Chicago Partners Investment Group LLC
INCREASED61,86861,044+824+1%$5.6M$5.4M-$139.1K2026-10-27
Great Point Wealth Advisors, LLC
DECREASED61,44563,612-2,167-3%$6.1M$5.8M-$360.9K2026-10-15
ARQ Wealth Advisors, LLC
DECREASED61,39264,041-2,649-4%$5.9M$5.8M-$93.4K2026-10-29
Bellecapital International Ltd.
DECREASED61,09264,859-3,767-6%$6.3M$5.7M-$514.4K2026-10-21
Canvas Wealth Advisors, LLC
INCREASED61,04157,073+3,968+7%$5.5M$5.4M-$110.3K2026-11-02
Sensenig Capital Advisors, Inc
INCREASED60,47955,342+5,137+9%$5.3M$5.7M+$346.3K2026-10-23
Factor Wealth Management LTD
INCREASED60,43050,845+9,585+19%$4.9M$5.7M+$775.6K2026-10-08
Perigon Wealth Management, LLC
DECREASED59,65260,801-1,149-2%$5.9M$5.6M-$258.2K2026-10-22
BWM Planning, LLC
INCREASED59,56057,500+2,060+4%$5.5M$5.6M+$51.6K2026-11-09
Moneco Advisors, LLC
INCREASED59,23823,594+35,644+151%$2.3M$5.6M+$3.3M2026-11-05
Titleist Asset Management, LLC
NEW58,524—+58,524——$5.5M—2026-10-08
Fairway Financial, LLC
NEW58,158—+58,158——$5.5M—2026-10-20
Cap Partners, LLC
INCREASED58,01356,503+1,510+3%$5.5M$5.5M+$2.4K2026-10-19
Level Four Advisory Services, LLC
INCREASED57,85621,566+36,290+168%$2.1M$5.4M+$3.4M2026-11-06
Kelman-Lazarov, Inc.
DECREASED57,51561,225-3,710-6%$5.9M$5.4M-$500.0K2026-11-09
Ferguson Johnson Wealth Management Inc
INCREASED56,80454,727+2,077+4%$5.3M$5.3M+$60.7K2026-11-05
Larson Financial Group LLC
DECREASED56,76774,040-17,273-23%$7.1M$5.3M-$1.8M2026-11-05
Oppenheimer & Co Inc
INCREASED55,81349,908+5,905+12%$4.8M$5.2M+$431.9K2026-10-26
Koesten, Hirschmann & Crabtree, Inc.
INCREASED55,30747,256+8,051+17%$4.6M$5.2M+$640.2K2026-10-13
Spectrum Advisors, Inc.
DECREASED55,17955,839-660-1%$5.4M$5.2M-$200.0K2026-11-03
Mraz, Amerine & Associates, Inc.
DECREASED54,90074,352-19,452-26%$7.2M$5.2M-$2.0M2026-10-30
Interchange Capital Partners, LLC
INCREASED54,25919,298+34,961+181%$1.9M$5.1M+$3.2M2026-10-28
Jnba Financial Advisors
DECREASED53,85955,779-1,920-3%$5.4M$5.1M-$318.3K2026-11-03
Verus Wealth Management, LLC
INCREASED53,41846,832+6,586+14%$4.5M$5.0M+$503.5K2026-10-13
Sentinel Pension Advisors, LLC
INCREASED53,11051,244+1,866+4%$4.6M$5.0M+$419.3K2026-11-02
Altar Rock LLC
DECREASED52,90052,998-980%$5.1M$5.0M-$135.2K2026-11-06
Activest Wealth Management
DECREASED51,61555,350-3,735-7%$5.3M$4.9M-$487.9K2026-10-15
RVW Wealth, LLC
INCREASED51,52815,211+36,317+239%$1.5M$4.8M+$3.4M2026-10-06
EverSource Wealth Advisors, LLC
INCREASED51,33949,052+2,287+5%$4.7M$4.8M+$93.9K2026-11-04
Adelphi Trust Co
INCREASED50,62047,088+3,532+8%$4.5M$4.8M+$215.8K2026-10-05
Prevail Innovative Wealth Advisors, LLC
INCREASED49,99148,741+1,250+3%$4.7M$4.7M+$43.6K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED49,94750,648-701-1%$4.9M$4.7M-$191.1K2026-10-13
Prospera Financial Services Inc
INCREASED49,13315,911+33,222+209%$1.5M$4.2M+$2.7M2026-11-04
Tandemgrowth Financial Advisors LLC
INCREASED48,98046,823+2,157+5%$4.5M$4.6M+$87.1K2026-11-05
Sunpointe, LLC
INCREASED48,42644,348+4,078+9%$4.3M$4.6M+$273.9K2026-10-22
Town Capital LLC
INCREASED47,89537,160+10,735+29%$3.6M$4.5M+$917.5K2026-11-03
Elyxium Wealth, LLC
INCREASED47,66140,010+7,651+19%$3.9M$4.5M+$620.5K2026-10-27
Diversify Advisory Services, LLC
DECREASED47,33956,604-9,265-16%$5.1M$4.3M-$788.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED47,33956,604-9,265-16%$5.1M$4.3M-$788.3K2026-10-20
Base Wealth Management LLC
INCREASED46,39341,320+5,073+12%$4.0M$4.4M+$374.9K2026-10-21
AlphaCore Capital LLC
INCREASED46,11742,006+4,111+10%$4.1M$4.3M+$282.8K2026-11-04
Retirement Guys Formula LLC
DECREASED45,70648,125-2,419-5%$4.6M$4.3M-$346.3K2026-10-26
Armbruster Capital Management, Inc.
DECREASED45,46745,733-266-1%$4.4M$4.3M-$138.0K2026-10-19
Tillman Hartley LLC
DECREASED45,16845,197-290%$4.4M$4.2M-$114.4K2026-11-06
Vaquero Private Wealth, LTD
INCREASED43,8538,212+35,641+434%$792.4K$4.1M+$3.3M2026-10-27
GFG Capital, LLC
INCREASED43,12941,204+1,925+5%$4.0M$4.1M+$79.2K2026-10-16
Centennial Wealth Advisory LLC
INCREASED42,03139,256+2,775+7%$3.8M$4.0M+$167.1K2026-10-16
Apeiron RIA LLC
DECREASED41,95954,436-12,477-23%$5.3M$3.9M-$1.3M2026-10-08
Sierra Ocean, LLC
NEW41,668—+41,668——$3.9M—2026-11-03
Family Office Research LLC
INCREASED41,56841,477+91+0%$4.0M$3.9M-$93.8K2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED41,49139,655+1,836+5%$3.8M$3.9M+$74.7K2026-11-05
Paladin Wealth, LLC
INCREASED41,36740,542+825+2%$3.9M$3.9M-$22.6K2026-10-23
Intentional Wealth Strategies, LLC
INCREASED41,10138,071+3,030+8%$3.7M$3.9M+$191.3K2026-11-09
3 Factor Indexing, LLC
DECREASED39,86540,030-1650%$3.9M$3.7M-$114.4K2026-10-15
Rainier Family Wealth Inc
INCREASED39,75936,219+3,540+10%$3.5M$3.7M+$243.3K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED39,74434,493+5,251+15%$3.3M$3.7M+$408.5K2026-11-05
Visionary Wealth Advisors
INCREASED39,66238,671+991+3%$3.7M$3.7M-$2.3K2026-11-04
Poinciana Advisors Group, LLC
DECREASED39,40445,405-6,001-13%$4.8M$4.1M-$714.8K2026-11-06
Wedbush Securities Inc
INCREASED39,20038,490+710+2%$3.7M$3.7M-$28.0K2026-10-22
Acorn Creek Capital LLC
INCREASED38,88037,492+1,388+4%$3.6M$3.7M+$38.0K2026-11-05
Daviman Financial, LLC
INCREASED38,35436,791+1,563+4%$3.5M$3.6M+$56.1K2026-11-06
Kraft, Davis & Associates, LLC
DECREASED37,82538,708-883-2%$3.6M$3.4M-$198.8K2026-10-21
IFP Advisors, Inc
INCREASED37,66933,014+4,655+14%$3.2M$3.5M+$356.1K2026-10-16
Leading Edge Financial Planning LLC
INCREASED37,60829,770+7,838+26%$2.9M$3.5M+$663.4K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED37,59533,450+4,145+12%$3.2M$3.5M+$307.1K2026-10-14
Sprinkle Financial Consultants LLC
INCREASED37,59535,441+2,154+6%$3.4M$3.5M+$115.2K2026-10-09
Orba Wealth Advisors, L.L.C.
INCREASED36,70335,980+723+2%$3.5M$3.5M-$20.9K2026-10-23
Newport Capital Group, LLC
NEW34,906—+34,906——$3.3M—2026-10-16
Asset Allocation Strategies LLC
INCREASED34,89710,103+24,794+245%$974.8K$3.3M+$2.3M2026-10-20
Ariadne Wealth Management, LP
INCREASED34,72533,693+1,032+3%$3.3M$3.3M+$13.8K2026-11-06
Navigoe, LLC
DECREASED34,60134,645-440%$3.3M$3.3M-$89.0K2026-11-04
Petros Family Wealth, LLC
INCREASED34,21028,060+6,150+22%$2.7M$3.2M+$508.9K2026-10-28
William John Sempolinski
INCREASED33,09330,993+2,100+7%$3.0M$3.1M+$120.9K2026-10-20
Nwam LLC
INCREASED32,81332,003+810+3%$3.1M$3.1M-$2.9K2026-11-09
Integrated Advisors Network LLC
INCREASED32,51029,582+2,928+10%$2.9M$3.1M+$202.2K2026-10-20
Wealthfront Advisers LLC
INCREASED32,46727,035+5,432+20%$2.6M$3.1M+$443.9K2026-11-09
Aurelius Family Office LLC
DECREASED32,39733,274-877-3%$3.2M$3.0M-$164.6K2026-10-23
Friday Financial
INCREASED32,20819,639+12,569+64%$1.8M$3.0M+$1.2M2026-10-09
Philip James Wealth Mangement, LLC
DECREASED32,04132,753-712-2%$3.2M$3.0M-$147.8K2026-10-27
Prospect Financial Group LLC
INCREASED31,68529,892+1,793+6%$2.9M$3.0M+$94.7K2026-11-05
Wheels Up Wealth, Inc.
INCREASED31,59731,563+34+0%$3.0M$3.0M-$74.8K2026-10-27
Western Reserve Capital Management, LLC
INCREASED31,43630,130+1,306+4%$2.9M$3.0M+$48.4K2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED31,35130,584+767+3%$3.0M$2.9M-$3.4K2026-10-19
Equita Financial Network, Inc.
DECREASED31,31931,362-430%$3.0M$2.9M-$81.4K2026-10-19
Quarry Hill Advisors, LLC
INCREASED30,99430,923+71+0%$3.0M$2.9M-$69.7K2026-11-04
Stone Summit Wealth LLC
DECREASED30,84131,190-349-1%$3.0M$2.9M-$109.8K2026-10-14
Toth Financial Advisory Corp
INCREASED30,63125,626+5,005+20%$2.5M$2.9M+$407.2K2026-10-08
Banco Santander, S.A.
NEW30,547—+30,547——$2.9M—2026-11-10
marrick wealth, LLC
INCREASED30,15927,612+2,547+9%$2.7M$2.8M+$171.3K2026-10-20
Avestar Capital, LLC
NEW29,567—+29,567——$2.8M—2026-10-28
Sagace Wealth Management LLC
INCREASED29,55529,286+269+1%$2.8M$2.8M-$47.0K2026-10-28
Transcendent Capital Group LLC
DECREASED29,32229,499-177-1%$2.8M$2.8M-$89.5K2026-10-28
Clear Creek Financial Management, LLC
INCREASED29,22026,878+2,342+9%$2.6M$2.7M+$153.9K2026-10-28
HMV Wealth Advisors, LLC
DECREASED28,99029,130-1400%$2.8M$2.7M-$85.1K2026-10-27
Motco
INCREASED28,56426,710+1,854+7%$2.6M$2.7M+$108.3K2026-11-09
Columbia Advisory Partners LLC
INCREASED28,12027,936+184+1%$2.7M$2.6M-$51.7K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED28,03327,907+126+0%$2.7M$2.6M-$57.1K2026-10-21
Holos Integrated Wealth LLC
INCREASED27,76025,772+1,988+8%$2.4M$2.5M+$96.6K2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED27,74027,453+287+1%$2.6M$2.6M-$40.8K2026-10-26
Signal Advisors Wealth, LLC
INCREASED27,48523,175+4,310+19%$2.2M$2.6M+$348.0K2026-10-13
KFG LLC
NEW27,232—+27,232——$2.6M—2026-11-02
Symmetry Partners, LLC
DECREASED27,18227,472-290-1%$2.7M$2.6M-$95.1K2026-10-27
D.A. Davidson & Co.
INCREASED26,82514,878+11,947+80%$1.4M$2.5M+$1.1M2026-10-28
AGH Wealth Advisors, LLC
DECREASED26,72227,083-361-1%$2.6M$2.5M-$100.6K2026-10-26
Uptick Partners, LLC
INCREASED26,68125,286+1,395+6%$2.4M$2.5M+$68.6K2026-11-04
PKS Advisory Services, LLC
UNCHANGED26,06026,06000%$2.5M$2.5M$02026-10-26
Keybank National Association
INCREASED26,0102,974+23,036+775%$287.0K$2.4M+$2.2M2026-11-04
Clarity Capital Advisors, LLC
INCREASED25,92225,617+305+1%$2.5M$2.4M-$34.6K2026-10-27
Trilogy Capital Inc.
DECREASED25,67827,328-1,650-6%$2.6M$2.4M-$222.6K2026-10-20
Seaside Wealth Management, Inc.
DECREASED25,58726,446-859-3%$2.6M$2.4M-$146.0K2026-11-09
Riverwater Partners LLC
UNCHANGED25,54225,54200%$2.5M$2.4M-$63.1K2026-11-03
Kelleher Financial Advisors
INCREASED25,33124,327+1,004+4%$2.3M$2.4M+$34.3K2026-10-30
Kachkovsky & Fisher, Inc.
INCREASED25,27224,109+1,163+5%$2.3M$2.4M+$49.8K2026-10-21
LAM Group, Inc.
INCREASED25,27022,865+2,405+11%$2.2M$2.4M+$169.6K2026-10-26
Signature Equity Partners, LLC
INCREASED25,10512,882+12,223+95%$1.2M$2.4M+$1.1M2026-10-29
Endeavor Private Wealth, Inc.
INCREASED25,09723,762+1,335+6%$2.3M$2.4M+$66.8K2026-11-05
Private Wealth Management Group, LLC
DECREASED24,89825,672-774-3%$2.5M$2.3M-$136.2K2026-10-19
Fifth Third Securities, Inc.
INCREASED24,47522,400+2,075+9%$2.2M$2.3M+$139.8K2026-10-21
Linscomb Wealth, Inc.
INCREASED24,22717,981+6,246+35%$1.7M$2.3M+$542.8K2026-11-05
Outbound Financial Inc
DECREASED24,05724,187-130-1%$2.3M$2.3M-$71.9K2026-10-13
Centerpoint Advisory Group
DECREASED23,99424,080-860%$2.3M$2.3M-$67.6K2026-10-23
Fermata Advisors, LLC
INCREASED23,9832,276+21,707+954%$219.6K$2.3M+$2.0M2026-10-13
Cogent Private Wealth, Inc.
INCREASED23,40121,994+1,407+6%$2.1M$2.2M+$78.0K2026-11-06
Hicks Capital Management LLC
UNCHANGED23,34723,34700%$2.3M$2.3M$02026-10-20
Assetmark, Inc
DECREASED23,27652,338-29,062-56%$5.1M$2.2M-$2.9M2026-10-21
PFG Advisors
INCREASED23,26221,647+1,615+7%$2.1M$2.2M+$98.4K2026-10-16
Evensky & Katz LLC
DECREASED22,83123,101-270-1%$2.2M$2.1M-$82.0K2026-10-27
Blvd Private Wealth, LLC
INCREASED22,71820,409+2,309+11%$2.0M$2.1M+$166.6K2026-10-14
Asset Dedication, LLC
INCREASED22,67022,612+58+0%$2.2M$2.1M-$50.4K2026-11-03
IronOak Wealth Llc.
NEW22,583—+22,583——$2.1M—2026-11-06
Herold Advisors, Inc.
DECREASED22,42123,025-604-3%$2.2M$2.1M-$117.0K2026-10-19
TFO Wealth Partners, LLC
INCREASED21,98111,323+10,658+94%$1.1M$2.1M+$974.1K2026-11-09
Wespac Advisors SoCal, LLC
INCREASED21,91621,289+627+3%$2.1M$2.1M+$6.4K2026-10-13
Balboa Wealth Partners
DECREASED21,51421,902-388-2%$2.1M$2.0M-$90.5K2026-10-20
FFG Retirement Advisors LLC
DECREASED21,50526,749-5,244-20%$2.6M$2.0M-$559.1K2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED21,34918,795+2,554+14%$1.8M$2.0M+$193.7K2026-10-22
Silvia Mccoll Wealth Management, LLC
INCREASED21,33620,961+375+2%$2.0M$2.0M-$16.5K2026-10-07
IFG Advisory, LLC
DECREASED21,09022,389-1,299-6%$2.2M$2.0M-$177.5K2026-11-09
Sharkey, Howes & Javer
DECREASED20,63921,129-490-2%$2.0M$1.9M-$98.3K2026-10-22
MB Generational Wealth, LLC
UNCHANGED20,39620,39600%$2.0M$1.9M-$50.4K2026-11-09
Strathmore Capital Advisors, Inc.
NEW20,393—+20,393——$1.7M—2026-11-09
Wealth Management Partners, LLC
DECREASED20,18120,430-249-1%$2.0M$1.9M-$73.9K2026-10-21
Atria Investments, Inc
DECREASED20,08925,281-5,192-21%$2.4M$1.9M-$550.6K2026-10-15
L.K. Benson & Company, P.C.
DECREASED19,99520,500-505-2%$2.0M$1.9M-$98.2K2026-10-23
Sage Rhino Capital LLC
INCREASED19,48119,178+303+2%$1.9M$1.8M-$18.9K2026-10-28
StoneX Group Inc.
INCREASED19,35118,840+511+3%$1.8M$1.8M+$2512026-11-03
Strategy Asset Managers LLC
INCREASED19,05918,455+604+3%$1.8M$1.8M+$11.3K2026-10-14
Dogwood Wealth Management LLC
DECREASED18,54819,644-1,096-6%$1.9M$1.7M-$151.6K2026-11-09
Approach Retirement Advisors, LLC
INCREASED18,36017,492+868+5%$1.7M$1.7M+$38.4K2026-10-22
Ritholtz Wealth Management
DECREASED18,33018,748-418-2%$1.8M$1.7M-$85.6K2026-11-05
Aerodigm Wealth, LLC
UNCHANGED18,20018,20000%$1.8M$1.7M-$45.0K2026-10-16
Sovran Advisors, LLC
INCREASED18,18716,973+1,214+7%$1.5M$1.6M+$150.5K2026-11-02
Allodium Investment Consultants, LLC
INCREASED18,15815,771+2,387+15%$1.5M$1.7M+$185.5K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED17,91212,098+5,814+48%$444.7K$698.0K+$253.3K2026-11-04
Strive Financial Group,LLC
INCREASED17,154911+16,243+1783%$87.9K$1.6M+$1.5M2026-11-09
Avise Financial Cooperative, Inc.
INCREASED16,6672,589+14,078+544%$249.8K$1.6M+$1.3M2026-11-09
Atlas Brown,Inc.
INCREASED16,62415,927+697+4%$1.5M$1.6M+$26.1K2026-10-09
Geneva Partners, LLC
DECREASED16,39916,620-221-1%$1.6M$1.5M-$62.9K2026-10-26
RAM Investment Partners, LLC
INCREASED15,75914,143+1,616+11%$1.4M$1.5M+$117.0K2026-10-21
Evanson Financial, LLC
INCREASED15,7549,738+6,016+62%$939.6K$1.5M+$541.6K2026-10-23
Fortis Group Advisors, LLC
INCREASED15,43214,644+788+5%$1.4M$1.3M-$85.6K2026-11-06
Narus Financial Partners, LLC
INCREASED15,41310,129+5,284+52%$977.3K$1.4M+$471.8K2026-10-19
Cetera Trust Company, N.a
UNCHANGED15,35715,35700%$1.5M$1.4M-$37.9K2026-11-09
DBK Financial Counsel, LLC
UNCHANGED15,34315,34300%$1.5M$1.4M-$37.9K2026-10-13
PUREfi Wealth, LLC
NEW15,297—+15,297——$1.4M—2026-10-19
Flagstar Securities, Inc
INCREASED15,0705,990+9,080+152%$578.1K$1.4M+$838.8K2026-10-15
Hardin Capital Partners, LLC
INCREASED15,06214,939+123+1%$1.4M$1.4M-$26.2K2026-10-09
Western Wealth Management, LLC
INCREASED15,0203,588+11,432+319%$346.2K$1.4M+$1.1M2026-11-09
Well Done, LLC
INCREASED14,7035,435+9,268+171%$524.4K$1.4M+$858.0K2026-10-20
United Community Bank
INCREASED14,59711,127+3,470+31%$1.1M$1.4M+$298.8K2026-10-28
Vannoy Advisory Group, Inc.
UNCHANGED14,59014,59000%$1.4M$1.4M-$36.0K2026-10-13
Verdence Capital Advisors LLC
INCREASED14,44013,913+527+4%$1.3M$1.4M+$15.3K2026-10-26
Forum Financial Management, LP
INCREASED14,35613,146+1,210+9%$1.3M$1.3M+$81.3K2026-10-16
Focus Financial Network, Inc.
DECREASED14,32227,755-13,433-48%$2.7M$1.3M-$1.3M2026-10-14
Parsons Capital Management Inc
INCREASED14,26113,408+853+6%$1.3M$1.3M+$47.1K2026-10-28
Bayshore Asset Management, LLC
DECREASED14,24314,503-260-2%$1.4M$1.3M-$70.9K2026-11-03
Maia Wealth LLC
DECREASED13,78136,974-23,193-63%$3.6M$1.3M-$2.3M2026-10-19
Trademark Financial Management, LLC
DECREASED13,74814,783-1,035-7%$1.4M$1.3M-$133.8K2026-10-23
Pacific Asset Management, LLC
INCREASED13,71812,395+1,323+11%$1.2M$1.3M+$93.7K2026-10-15
Creative Financial Designs Inc
DECREASED13,63315,366-1,733-11%$1.5M$1.3M-$200.8K2026-11-04
RFG Advisory, LLC
DECREASED13,47416,835-3,361-20%$1.6M$1.3M-$357.6K2026-11-03
First National Bank & Trust Co of Newtown
INCREASED13,3717,011+6,360+91%$627.5K$1.2M+$522.6K2026-11-09
Valmark Advisers, Inc.
DECREASED13,18714,039-852-6%$1.4M$1.2M-$114.8K2026-11-06
Legacy Financial Group, Inc.
NEW12,874—+12,874——$1.2M—2026-10-21
Kuhn & Co Investment Counsel
INCREASED12,72111,755+966+8%$1.1M$1.2M+$61.8K2026-10-29
rebel Financial LLC
DECREASED12,70170,315-57,614-82%$6.8M$1.2M-$5.6M2026-11-04
Targeted Financial Services LLC
INCREASED12,39212,172+220+2%$1.2M$1.2M-$9.4K2026-10-19
Ceera Investments, LLC
NEW12,356—+12,356——$1.2M—2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED12,30910,686+1,623+15%$1.0M$1.2M+$126.3K2026-11-03
Lauterbach Financial Advisors, LLC
INCREASED12,1949,506+2,688+28%$917.2K$1.1M+$229.2K2026-10-21
Omni 360 Wealth, Inc.
INCREASED11,98711,197+790+7%$1.1M$1.1M+$46.6K2026-10-13
James Investment Research, Inc.
INCREASED11,91711,643+274+2%$1.1M$1.1M-$3.0K2026-10-22
Earned Wealth Advisors, LLC
INCREASED11,83611,476+360+3%$1.1M$1.1M+$5.5K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED11,8049,354+2,450+26%$889.5K$1.1M+$220.3K2026-10-13
Elevate Wealth Advisory, Inc
INCREASED11,5765,008+6,568+131%$483.2K$1.1M+$605.2K2026-10-29
Sensible Money, LLC
INCREASED11,50010,048+1,452+14%$969.6K$1.1M+$111.7K2026-10-20
Cullen T Bankers, Inc.
INCREASED11,49310,595+898+8%$1.0M$1.1M+$58.2K2026-10-28
Legacy Advisory Services, LLC
NEW11,484—+11,484——$1.1M—2026-10-20
BAM Wealth Management, LLC
INCREASED11,4649,624+1,840+19%$928.6K$1.1M+$149.2K2026-10-15
ARK & TLK Investments, LLC
DECREASED11,44011,461-210%$1.1M$1.1M-$30.3K2026-10-20
Creative Capital Management Investments LLC
DECREASED11,14311,576-433-4%$1.1M$1.0M-$69.3K2026-10-28
Seed Wealth Management, Inc.
UNCHANGED11,08011,08000%$1.1M$1.0M-$27.4K2026-10-20
Fortress Financial Solutions, LLC
NEW10,843—+10,843——$1.0M—2026-10-14
Jordan Park Group LLC
NEW10,738—+10,738——$1.0M—2026-11-06
BCR Wealth Strategies, LLC
UNCHANGED10,71610,71600%$1.0M$1.0M-$25.5K2026-11-06
Ifrah Financial Services, Inc.
DECREASED10,70810,842-134-1%$1.0M$1.0M-$39.3K2026-10-13
Nemes Rush Group LLC
INCREASED10,3519,556+795+8%$922.0K$973.2K+$51.2K2026-11-04
Citizens & Northern Corp
UNCHANGED10,14310,14300%$978.7K$953.6K-$25.1K2026-11-06
Sheets Smith Wealth Management
INCREASED10,1232,547+7,576+297%$245.8K$951.8K+$706.0K2026-10-16
Krilogy Financial LLC
DECREASED10,11510,353-238-2%$999.0K$943.4K-$55.6K2026-10-13
F&V Capital Management, LLC
UNCHANGED9,9759,97500%$962.0K$938.0K-$24.0K2026-10-19
Dixon Fnancial Services, Inc.
UNCHANGED9,9089,90800%$956.0K$931.5K-$24.5K2026-10-23
Arsenal Capital Advisors LLC
INCREASED9,9044,159+5,745+138%$401.3K$931.2K+$529.9K2026-11-02
Hoxton Planning & Management, LLC
INCREASED9,9039,727+176+2%$938.6K$931.1K-$7.5K2026-10-15
USAdvisors Wealth Management, LLC
INCREASED9,8709,219+651+7%$889.0K$927.0K+$38.0K2026-10-21
Silver OAK Securities, Incorporated
DECREASED9,69211,086-1,394-13%$1.1M$807.1K-$262.6K2026-11-09
Vicus Capital
INCREASED9,6888,542+1,146+13%$824.2K$910.9K+$86.7K2026-11-05
Santori & Peters, Inc.
INCREASED9,4388,790+648+7%$848.2K$887.3K+$39.1K2026-10-26
Balefire, LLC
DECREASED9,18912,533-3,344-27%$1.2M$864.0K-$345.3K2026-10-09
R2 Capital Strategies, LLC
INCREASED9,1616,878+2,283+33%$663.7K$861.3K+$197.7K2026-10-15
Accurate Wealth Management, LLC
INCREASED9,0848,927+157+2%$840.3K$843.3K+$2.9K2026-10-20
Independent Financial Group, LLC
DECREASED9,0169,337-321-3%$900.9K$847.7K-$53.2K2026-10-13
Wealth Preservation Advisors, LLC
NEW8,955—+8,955——$841.9K—2026-11-05
Belleair Asset Management, LLC
UNCHANGED8,5398,53900%$823.9K$802.8K-$21.1K2026-11-03
Private Trust Co NA
INCREASED8,4504,618+3,832+83%$445.6K$794.5K+$348.9K2026-10-20
Elevation Wealth Management LLC
INCREASED8,3065,584+2,722+49%$538.8K$780.9K+$242.1K2026-11-02
Investmark Advisory Group LLC
INCREASED8,2798,002+277+3%$772.1K$778.5K+$6.4K2026-10-27
Crusonia Wealth Advisors LLC
DECREASED8,1968,488-292-3%$819.0K$770.6K-$48.4K2026-10-26
CogentBlue Wealth Advisors, LLC
DECREASED8,1888,602-414-5%$830.0K$769.8K-$60.2K2026-10-09
Acorn Financial Advisory Services Inc
NEW8,187—+8,187——$769.7K—2026-11-02
Missouri Trust & Investment Co
NEW8,030—+8,030——$756.8K—2026-11-04
Lantern Wealth Advisors, LLC
DECREASED7,98410,991-3,007-27%$1.1M$750.7K-$309.9K2026-10-22
BIP Wealth, LLC
NEW7,905—+7,905——$743.2K—2026-10-22
Beacon Financial Advisory LLC
DECREASED7,8379,177-1,340-15%$885.5K$736.8K-$148.7K2026-10-16
Compass Ion Advisors, LLC
INCREASED7,6296,339+1,290+20%$611.7K$717.3K+$105.6K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED7,5567,707-151-2%$743.7K$710.4K-$33.2K2026-10-21
CFS Investment Advisory Services, LLC
DECREASED7,55258,386-50,834-87%$5.4M$726.0K-$4.7M2026-10-19
Vawter Financial, Ltd.
INCREASED7,5515,910+1,641+28%$570.2K$709.9K+$139.7K2026-11-10
Ridgeline Wealth, LLC
INCREASED7,5337,481+52+1%$721.8K$699.2K-$22.6K2026-10-14
Sowell Financial Services LLC
DECREASED7,53210,178-2,646-26%$982.1K$708.2K-$273.9K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED7,4657,46500%$720.3K$720.3K$02026-10-06
HBW Advisory Services LLC
DECREASED7,4638,300-837-10%$800.9K$701.7K-$99.2K2026-10-15
Envision Financial LLC
INCREASED7,4483,645+3,803+104%$351.7K$700.3K+$348.6K2026-10-15
Kickstand Ventures, Llc.
DECREASED7,4329,265-1,833-20%$894.0K$698.8K-$195.2K2026-11-09
Vista Investment Partners II, LLC
INCREASED7,4256,443+982+15%$621.7K$698.1K+$76.4K2026-10-15
Tsfg, LLC
DECREASED7,3297,681-352-5%$741.0K$689.0K-$52.0K2026-10-23
Bison Wealth, LLC
DECREASED7,1767,392-216-3%$704.6K$669.3K-$35.2K2026-10-13
Willow Creek Wealth Management Inc.
DECREASED7,1497,504-355-5%$724.1K$672.2K-$51.9K2026-10-26
Ignite Planners, LLC
INCREASED7,0414,646+2,395+52%$448.3K$676.4K+$228.1K2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED6,9519,501-2,550-27%$916.7K$653.5K-$263.2K2026-10-13
CWA Asset Management Group, LLC
INCREASED6,9086,695+213+3%$646.0K$649.5K+$3.5K2026-10-19
UMB Bank, n.a.
DECREASED6,8107,660-850-11%$739.1K$640.3K-$98.8K2026-11-06
Foundry Financial LLC
DECREASED6,7457,133-388-5%$688.3K$634.2K-$54.1K2026-10-16
Aprio Wealth Management, LLC
DECREASED6,6666,708-42-1%$647.3K$626.8K-$20.5K2026-10-28
Flagship Harbor Advisors, LLC
NEW6,665—+6,665——$626.6K—2026-10-26
Milestone Asset Management Group, LLC
INCREASED6,6455,518+1,127+20%$532.4K$624.8K+$92.4K2026-10-20
Bannerman Wealth Management Group, LLC
INCREASED6,6286,567+61+1%$633.6K$623.1K-$10.5K2026-10-09
Austin Asset Management Co Inc
INCREASED6,5696,210+359+6%$599.2K$617.6K+$18.5K2026-10-29
Prosperitas Financial LLC
INCREASED6,4155,350+1,065+20%$516.2K$603.1K+$86.9K2026-10-28
Porter White Investment Advisors, Inc.
INCREASED6,3723,186+3,186+100%$307.4K$599.1K+$291.7K2026-10-14
Kaufman Rossin Wealth, LLC
UNCHANGED6,3016,30100%$592.1K$592.4K+$3152026-10-19
US Bancorp \de\
INCREASED6,1943,709+2,485+67%$357.9K$582.4K+$224.5K2026-11-05
SouthState Bank Corp
INCREASED6,1785,799+379+7%$559.5K$580.9K+$21.3K2026-11-09
Asempa Wealth Advisors
DECREASED6,1418,814-2,673-30%$850.4K$577.6K-$272.8K2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED6,0152,185+3,830+175%$210.8K$565.5K+$354.7K2026-10-23
Tempus Wealth Planning, LLC
DECREASED5,94611,596-5,650-49%$1.1M$559.1K-$559.9K2026-10-14
West Wealth Group, LLC
INCREASED5,8045,764+40+1%$556.2K$545.7K-$10.5K2026-10-14
Family Investment Center, Inc.
INCREASED5,7815,638+143+3%$544.0K$543.6K-$4872026-10-19
Foster Group, Inc.
DECREASED5,7285,761-33-1%$555.8K$538.6K-$17.3K2026-10-13
Squire Investment Management Company, LLC
UNCHANGED5,6785,67800%$547.9K$533.8K-$14.0K2026-11-03
Freedom Day Solutions, LLC
UNCHANGED5,5375,53700%$534.3K$520.6K-$13.7K2026-10-20
Riverchase Wealth Management, LLC
DECREASED5,5216,304-783-12%$608.3K$519.1K-$89.2K2026-10-28
Anchor Capital Advisors LLC
INCREASED5,4373,117+2,320+74%$300.8K$511.2K+$210.4K2026-11-05
National Wealth Management Group, LLC
NEW5,397—+5,397——$507.4K—2026-10-26
Abacus Planning Group, Inc.
DECREASED5,3465,984-638-11%$577.4K$502.6K-$74.8K2026-11-02
Andrews, Lucia Wealth Management LLC
NEW5,340—+5,340——$502.1K—2026-11-02
High Net Worth Advisory Group LLC
INCREASED5,3244,767+557+12%$460.1K$500.6K+$40.6K2026-10-26
GSG Advisors LLC
NEW5,317—+5,317——$499.9K—2026-11-03
Latitude Advisors, LLC
DECREASED5,3105,863-553-9%$565.7K$499.3K-$66.4K2026-10-27
Decker Retirement Planning Inc.
DECREASED5,2675,311-44-1%$512.4K$495.2K-$17.2K2026-10-19
Innova Wealth Partners
NEW5,168—+5,168——$485.9K—2026-10-21
UMB Private Wealth Management, LLC
NEW5,083—+5,083——$477.9K—2026-10-19
International Assets Investment Management, LLC
INCREASED4,9814,354+627+14%$407.3K$468.5K+$61.2K2026-11-02
Aspiriant, LLC
INCREASED4,9654,083+882+22%$394.0K$466.8K+$72.8K2026-10-16
Kooman & Associates
INCREASED4,7424,657+85+2%$449.4K$445.8K-$3.5K2026-10-21
Heritage Investment Group, Inc.
UNCHANGED4,7164,71600%$455.0K$443.4K-$11.6K2026-11-03
Facet Wealth, Inc.
DECREASED4,5985,373-775-14%$518.4K$432.3K-$86.1K2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED4,55112,056-7,505-62%$1.2M$427.9K-$735.4K2026-10-08
Saxony Capital Management, LLC
UNCHANGED4,5074,50700%$434.9K$423.7K-$11.1K2026-10-15
Thayer Financial, L.L.C.
UNCHANGED4,4874,48700%$433.0K$422.0K-$10.9K2026-10-21
A4 Wealth Advisors LLC
DECREASED4,4514,754-303-6%$458.7K$418.5K-$40.2K2026-10-20
Austin Wealth Management, LLC
INCREASED4,4504,251+199+5%$379.4K$414.9K+$35.5K2026-11-06
Centurion Wealth Management LLC
DECREASED4,43110,379-5,948-57%$1.0M$416.6K-$584.8K2026-10-13
MBE Wealth Management, LLC
INCREASED4,4244,126+298+7%$398.1K$415.9K+$17.8K2026-10-26
SpringVest Wealth Management LLC
NEW4,391—+4,391——$412.8K—2026-10-27
Emprise Bank
DECREASED4,3494,577-228-5%$441.6K$408.9K-$32.7K2026-10-07
Westside Investment Management, Inc.
DECREASED4,3124,389-77-2%$423.5K$407.0K-$16.5K2026-11-02
Carrera Capital Advisors
DECREASED4,3026,077-1,775-29%$586.4K$404.5K-$181.9K2026-11-03
Sanchez Gaunt Capital Management, LLC
DECREASED4,2919,046-4,755-53%$872.8K$403.4K-$469.4K2026-11-03
Daymark Wealth Partners, LLC
NEW4,206—+4,206——$395.4K—2026-11-04
Meredith Wealth Planning
INCREASED4,1644,140+24+1%$399.5K$391.5K-$8.0K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED4,1404,14000%$399.5K$389.2K-$10.2K2026-10-15
Accredited Investors Inc.
INCREASED4,1253,587+538+15%$346.1K$387.8K+$41.7K2026-11-03
Harbor Investment Advisory, LLC
INCREASED4,1103,657+453+12%$352.9K$386.4K+$33.6K2026-10-13
Madrid Wealth Management, LLC
DECREASED3,9774,129-152-4%$398.4K$373.9K-$24.5K2026-10-23
Parkside Financial Bank & Trust
INCREASED3,9603,959+1+0%$382.0K$372.3K-$9.7K2026-10-27
McMill Wealth Management
NEW3,936—+3,936——$370.1K—2026-11-05
POM Investment Strategies, LLC
INCREASED3,9313,489+442+13%$336.7K$369.6K+$32.9K2026-10-20
Cornerstone Capital, Inc.
UNCHANGED3,8153,81500%$368.1K$358.7K-$9.4K2026-11-10
Kingdom Financial Group Llc.
INCREASED3,7941,368+2,426+177%$132.0K$356.7K+$224.8K2026-11-04
Trust Co
INCREASED3,7871,982+1,805+91%$191.2K$356.1K+$164.8K2026-10-09
SeaCrest Wealth Management, LLC
INCREASED3,7753,575+200+6%$345.0K$354.9K+$10.0K2026-10-21
Entrewealth, LLC
INCREASED3,7743,739+35+1%$342.8K$354.8K+$12.1K2026-10-14
Vilga Financial Planning LLC
UNCHANGED3,7563,75600%$362.4K$353.1K-$9.3K2026-10-09
Mesirow Financial Investment Management, Inc.
UNCHANGED3,7383,73800%$360.7K$351.4K-$9.2K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED3,7253,72500%$359.4K$350.2K-$9.2K2026-10-21
Ballew Advisors, Inc
NEW3,706—+3,706——$353.6K—2026-10-05
Brown Financial Advisory
UNCHANGED3,7063,70600%$357.6K$348.4K-$9.2K2026-11-05
PCG Asset Management, LLC
NEW3,701—+3,701——$347.9K—2026-11-05
Busey Bank
INCREASED3,6773,482+195+6%$336.0K$345.7K+$9.7K2026-10-26
Citizens Financial Group Inc
NEW3,645—+3,645——$342.7K—2026-10-23
Rose Capital Advisors LLC
NEW3,638—+3,638——$342.0K—2026-11-04
Avion Wealth
UNCHANGED3,6103,61000%$348.0K$339.0K-$9.0K2026-11-04
Orrstown Financial Services Inc
NEW3,563—+3,563——$335.0K—2026-10-14
Generations Wealth, LLC
UNCHANGED3,5443,54400%$342.0K$333.2K-$8.8K2026-11-09
Naples Global Advisors, LLC
UNCHANGED3,4593,45900%$333.8K$325.2K-$8.5K2026-11-05
Mayfair Advisory Group, LLC
INCREASED3,4383,382+56+2%$301.9K$323.3K+$21.3K2026-10-20
WealthPoint Financial, LLC
DECREASED3,43315,930-12,497-78%$1.5M$322.8K-$1.2M2026-11-03
Ejmk Ventures LLC
NEW3,428—+3,428——$322.3K—2026-10-21
Nova R Wealth, Inc.
INCREASED3,3943,239+155+5%$312.6K$319.1K+$6.5K2026-10-26
Beverly Hills Private Wealth, LLC
DECREASED3,3893,492-103-3%$337.0K$318.7K-$18.3K2026-11-04
Jacobi Capital Management LLC
DECREASED3,3883,528-140-4%$340.4K$318.6K-$21.9K2026-11-05
Parcion Private Wealth LLC
UNCHANGED3,3833,38300%$326.4K$318.1K-$8.4K2026-10-28
Tufton Capital Management
INCREASED3,3782,375+1,003+42%$229.0K$317.0K+$88.0K2026-10-20
King Luther Capital Management Corp
UNCHANGED3,3503,35000%$323.2K$315.0K-$8.3K2026-11-05
Synergy Asset Management, LLC
NEW3,303—+3,303——$310.5K—2026-11-05
Kroeger Financial Partners
INCREASED3,2773,221+56+2%$310.8K$308.1K-$2.7K2026-10-19
Regions Financial Corp
NEW3,228—+3,228——$303.5K—2026-11-05
Mainsail Asset Management, LLC
INCREASED3,2103,026+184+6%$270.1K$308.6K+$38.5K2026-10-14
RHL Group, LLC
DECREASED3,1813,497-316-9%$335.7K$299.1K-$36.6K2026-11-04
Vista Capital Partners, Inc.
INCREASED3,1773,173+4+0%$306.2K$298.7K-$7.5K2026-11-06
Thrive Wealth Management, LLC
UNCHANGED3,0333,03300%$292.7K$285.2K-$7.5K2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
NEW2,999—+2,999——$282.0K—2026-11-09
Pioneer Wealth Management Group
NEW2,991—+2,991——$281.2K—2026-10-09
Barnes Wealth Management Group, Inc
INCREASED2,9452,531+414+16%$244.2K$276.9K+$32.7K2026-11-09
Revolve Wealth Partners, LLC
UNCHANGED2,9022,90200%$280.0K$272.8K-$7.2K2026-10-23
Allspring Global Investments Holdings, LLC
NEW2,899—+2,899——$275.8K—2026-11-04
LongView Wealth Management
NEW2,895—+2,895——$272.1K—2026-10-19
Jm2 Capital Inc.
INCREASED2,8592,655+204+8%$256.2K$268.8K+$12.6K2026-10-14
Alkeme Wealth, LLC
UNCHANGED2,8022,80200%$270.4K$263.4K-$6.9K2026-10-08
Petersen Hastings Wealth Advisors Inc.
DECREASED2,7842,942-158-5%$283.9K$261.8K-$22.1K2026-10-27
Lutz Financial Services LLC
DECREASED2,7502,767-17-1%$267.0K$258.5K-$8.5K2026-11-06
Belpointe Asset Management LLC
NEW2,733—+2,733——$257.0K—2026-11-09
Fortis Capital Advisors, LLC
NEW2,733—+2,733——$257.0K—2026-11-09
Advisory Solutions Group, LLC
DECREASED2,7312,740-90%$264.4K$256.7K-$7.6K2026-10-14
AdvisorNet Financial, Inc
INCREASED2,730150+2,580+1720%$14.5K$248.5K+$233.9K2026-10-15
Impact Partnership Wealth, LLC
INCREASED2,7052,521+184+7%$243.2K$254.3K+$11.0K2026-11-09
Turner Financial Group, Inc.
DECREASED2,6902,718-28-1%$262.3K$252.9K-$9.4K2026-11-09
Equity Wealth Partners, LLC
NEW2,671—+2,671——$251.1K—2026-10-26
E6 Portfolios, LLC
DECREASED2,6532,767-114-4%$267.0K$249.4K-$17.6K2026-10-26
Cogent Strategic Wealth LLC
UNCHANGED2,6412,64100%$254.8K$248.3K-$6.5K2026-10-22
Meridian Wealth Management, LLC
DECREASED2,6182,695-77-3%$260.0K$246.1K-$13.9K2026-11-05
Community Bank, N.A.
DECREASED2,6182,624-60%$253.2K$246.1K-$7.0K2026-11-06
Mann Financial Group, Inc.
NEW2,611—+2,611——$245.5K—2026-10-15
Cornerstone Management, Inc.
INCREASED2,5602,365+195+8%$228.2K$240.7K+$12.5K2026-10-16
Tenzing Financial LLC
NEW2,557—+2,557——$228.7K—2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED2,5522,549+3+0%$246.0K$240.0K-$6.0K2026-10-29
GEM Asset Management, LLC
NEW2,550—+2,550——$239.8K—2026-10-13
First Heartland Consultants, Inc.
DECREASED2,4822,506-24-1%$241.8K$233.4K-$8.4K2026-10-08
Landmark Wealth Management, Inc.
UNCHANGED2,4182,41800%$233.3K$227.3K-$6.0K2026-11-04
PlanVest Financial, Inc
INCREASED2,414626+1,788+286%$60.4K$227.0K+$166.6K2026-11-09
Wealthgarden F.S. LLC
DECREASED2,41013,254-10,844-82%$1.3M$226.6K-$1.1M2026-11-09
Clark Asset Management, LLC
DECREASED2,4092,945-536-18%$284.2K$226.5K-$57.6K2026-10-19
Midwest Financial Network, LLC
INCREASED2,4072,128+279+13%$205.4K$226.3K+$20.9K2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED2,4002,40000%$231.6K$225.6K-$5.9K2026-10-22
Freedom Investment Management, Inc.
INCREASED2,3962,216+180+8%$213.8K$225.3K+$11.5K2026-11-09
First Citizens Bank & Trust Co
NEW2,381—+2,381——$223.9K—2026-10-14
Everhart Financial Group, Inc.
INCREASED2,3712,085+286+14%$201.2K$222.9K+$21.7K2026-10-08
Fiduciary Financial Group, LLC
NEW2,347—+2,347——$220.7K—2026-10-13
Sigma Planning Corp
DECREASED2,2904,692-2,402-51%$452.7K$215.3K-$237.4K2026-10-23
Clarity Wealth Development LLC
DECREASED2,2513,168-917-29%$305.7K$211.6K-$94.0K2026-10-22
Global Trust Wealth Management LLC
UNCHANGED2,2112,21100%$213.3K$207.9K-$5.5K2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED2,2062,20600%$212.9K$207.4K-$5.4K2026-10-15
Kennebec Savings Bank
DECREASED2,1952,205-100%$212.8K$206.4K-$6.4K2026-10-22
Hedeker Wealth, LLC
UNCHANGED2,1912,19100%$211.4K$206.0K-$5.4K2026-10-23
Thoroughbred Financial Services, LLC
INCREASED2,1802,169+11+1%$209.0K$204.0K-$5.0K2026-11-09
Granite Islands Private Wealth, LLC
NEW2,176—+2,176——$204.6K—2026-10-16
Rinkey Investments
NEW2,134—+2,134——$200.7K—2026-10-28
Chapin Davis, Inc.
DECREASED2,1322,313-181-8%$223.2K$200.5K-$22.7K2026-10-09
Root Financial Partners, LLC
NEW2,096—+2,096——$197.1K—2026-10-21
McCarley & Cook Financial Planners
UNCHANGED1,9131,91300%$184.6K$179.9K-$4.7K2026-10-21
Peck Wealth Management, LLC
NEW1,675—+1,675——$157.5K—2026-10-29
Chilton Capital Management LLC
NEW1,645—+1,645——$154.7K—2026-10-28
Russell Investments Group, Ltd.
INCREASED1,3521,148+204+18%$110.8K$127.2K+$16.4K2026-11-06
Salomon & Ludwin, LLC
DECREASED1,3381,358-20-1%$127.0K$125.8K-$1.2K2026-10-29
Ares Financial Consulting, LLC
INCREASED1,3271,318+9+1%$127.2K$124.8K-$2.4K2026-10-19
TFC Financial Management, Inc.
UNCHANGED1,3271,32700%$128.0K$124.8K-$3.3K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED1,2661,26600%$122.2K$119.0K-$3.1K2026-10-16
Geneos Wealth Management Inc.
INCREASED1,2551,253+2+0%$120.9K$118.0K-$2.9K2026-11-09
Tidemark, LLC
DECREASED1,2431,272-29-2%$122.8K$116.8K-$5.9K2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED1,233537+696+130%$51.8K$115.9K+$64.1K2026-10-26
Clearstead Advisors, LLC
UNCHANGED1,1901,19000%$114.8K$111.9K-$2.9K2026-11-06
Bank of New Hampshire
INCREASED1,123447+676+151%$43.1K$105.6K+$62.5K2026-10-06
Valley National Advisers Inc
UNCHANGED1,0931,09300%$105.5K$102.8K-$2.7K2026-10-23
Mather Group, Llc.
INCREASED1,055992+63+6%$95.7K$99.2K+$3.5K2026-10-14
Rossby Financial, LCC
INCREASED997673+324+48%$64.9K$93.7K+$28.8K2026-11-05
MidAtlantic Capital Management, Inc.
NEW879—+879——$82.7K—2026-11-05
Spire Wealth Management
INCREASED843768+75+10%$74.1K$79.3K+$5.2K2026-10-30
MeadowBrook Investment Advisors LLC
UNCHANGED83883800%$80.9K$73.1K-$7.8K2026-10-29
Ascentis Independent Advisors
INCREASED836247+589+238%$23.8K$78.6K+$54.8K2026-11-03
Nova Financial LLC
NEW813—+813——$76.4K—2026-11-04
Capital Investment Advisory Services, LLC
INCREASED796380+416+109%$36.7K$74.9K+$38.2K2026-10-30
Lanark Financial, Inc.
INCREASED763111+652+587%$10.7K$71.7K+$61.0K2026-10-26
Team Financial Group, LLC
NEW712—+712——$66.9K—2026-10-30
Financial Freedom, LLC
NEW655—+655——$61.6K—2026-11-06
Abound Wealth Management
INCREASED652406+246+61%$39.2K$61.3K+$22.2K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED60060000%$54.8K$54.6K-$1862026-10-16
Evolution Wealth Management Inc.
DECREASED508597-89-15%$57.6K$47.8K-$9.8K2026-10-28
Key FInancial Inc
INCREASED480302+178+59%$29.1K$45.1K+$16.0K2026-11-02
CNB Bank
UNCHANGED47747700%$46.0K$44.8K-$1.2K2026-11-09
Hantz Financial Services, Inc.
DECREASED476531-55-10%$51.0K$45.0K-$6.0K2026-11-09
Collier Financial
INCREASED450447+3+1%$43.1K$42.3K-$8152026-11-06
Barrett & Company, Inc.
UNCHANGED44744700%$43.1K$42.0K-$1.1K2026-10-22
First Community Trust NA
UNCHANGED44344300%$42.7K$41.7K-$1.1K2026-10-07
Bessemer Group Inc
DECREASED4271,291-864-67%$122.0K$38.0K-$84.0K2026-11-09
NorthAvenue LLC
UNCHANGED41341300%$39.9K$38.8K-$1.0K2026-10-29
Investors Research Corp
NEW411—+411——$38.6K—2026-10-07
Gamma Investing LLC
UNCHANGED37737700%$36.4K$35.4K-$9312026-10-08
Bfsg, LLC
UNCHANGED36936900%$35.6K$34.7K-$9112026-10-30
Intesa Sanpaolo Wealth Management
NEW300—+300——$28.2K—2026-10-28
Blue Trust, Inc.
INCREASED288210+78+37%$20.3K$27.1K+$6.8K2026-10-15
Triumph Capital Management
INCREASED281275+6+2%$26.5K$26.5K-$742026-10-14
JFS Wealth Advisors, LLC
UNCHANGED27627600%$26.6K$26.0K-$6552026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED27427400%$26.4K$25.8K-$6772026-10-13
Gen-Wealth Partners Inc
DECREASED27229,142-28,870-99%$2.8M$25.6K-$2.8M2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED24624600%$23.7K$23.1K-$6082026-10-28
Ascentis Wealth Management, LLC
DECREASED227235-8-3%$22.8K$21.5K-$1.3K2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED2263,929-3,703-94%$379.1K$21.3K-$357.7K2026-10-27
DecisionPoint Financial, LLC
NEW214—+214——$20.1K—2026-10-27
Godfrey Financial Associates, Inc.
UNCHANGED21421400%$20.6K$20.1K-$5292026-11-10
Angeles Wealth Management, LLC
DECREASED2001,397-1,197-86%$134.8K$18.8K-$116.0K2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED18918900%$18.2K$17.8K-$4672026-10-15
Silver Grove Financial Group, Inc.
INCREASED187174+13+7%$16.8K$17.6K+$7932026-11-05
Oakworth Capital, Inc.
UNCHANGED17817800%$16.7K$16.7K+$862026-10-26
Key Capital Management, Inc
DECREASED177315-138-44%$30.4K$16.6K-$13.8K2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED17017000%$16.4K$16.0K-$4202026-11-04
SBI Securities Co., Ltd.
INCREASED166105+61+58%$10.1K$15.6K+$5.5K2026-10-22
Country Trust Bank
UNCHANGED16316300%$15.7K$15.3K-$4032026-10-30
GGM Financial LLC
INCREASED152151+1+1%$14.6K$14.3K-$2772026-11-05
Raleigh Capital Management Inc.
INCREASED142141+1+1%$13.6K$13.4K-$2602026-10-28
Global Trust Asset Management, LLC
NEW137—+137——$12.9K—2026-10-19
Monetary Solutions, Ltd
UNCHANGED12512500%$12.1K$11.8K-$3082026-10-22
Citigroup Inc
DECREASED1243,593-3,469-97%$346.7K$11.7K-$335.0K2026-11-04
Midwest Capital Advisors, LLC
NEW118—+118——$11.1K—2026-11-04
Montgomery Financial Services LLC
INCREASED11471+43+61%$6.9K$10.7K+$3.9K2026-11-03
Compass Financial Management LLC
INCREASED10368+35+51%$6.6K$9.7K+$3.1K2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED10010000%$9.6K$9.4K-$2472026-10-30
North Star Investment Management Corp.
NEW79—+79——$7.4K—2026-10-27
Trust Co of Vermont
UNCHANGED757500%$7.2K$7.1K-$1852026-10-21
Tounjian Advisory Partners, LLC
UNCHANGED757500%$7.2K$7.1K-$1372026-11-04
American Capital Advisory, LLC
UNCHANGED747400%$7.1K$7.0K-$1832026-10-28
James T. Borello RIA
NEW72—+72——$6.8K—2026-10-16
Ashton Thomas Securities, LLC
NEW65—+65——$6.1K—2026-10-26
Markowski Investments
NEW59—+59——$5.5K—2026-10-30
Realta Investment Advisors
UNCHANGED565600%$5.4K$5.3K-$1382026-10-14
Arlington Trust Co LLC
DECREASED501,570-1,520-97%$151.5K$4.7K-$146.8K2026-10-20
Downshift Financial, LLC
INCREASED5045+5+11%$4.3K$4.7K+$3592026-10-13
Golden State Wealth Management, LLC
UNCHANGED505000%$4.8K$4.7K-$1242026-11-02
Birchwood Financial Partners, Inc.
NEW46—+46——$4.3K—2026-11-02
Pacific Center for Financial Services
UNCHANGED434300%$4.2K$4.0K-$1072026-10-15
Networth Advisors, LLC
UNCHANGED333300%$3.2K$3.1K-$622026-11-03
Balance Wealth Partners LLC
NEW31—+31——$2.9K—2026-10-27
Horizon Financial Services, LLC
NEW26—+26——$2.4K—2026-11-04
CX Institutional
DECREASED23411-388-94%$40.0K$2-$40.0K2026-10-02
First Command Advisory Services, Inc.
NEW22—+22——$2.1K—2026-11-05
Archer Investment Corp
DECREASED21320-299-93%$30.9K$2.0K-$28.9K2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED171700%$1.6K$1.6K-$422026-10-22
Halbert Hargrove Global Advisors, LLC
NEW16—+16——$1.5K—2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED151500%$1.4K$1.4K-$372026-10-23
NBT Bank, N.A.
UNCHANGED121200%$1.2K$1.1K-$302026-10-21
Addison Advisors LLC
DECREASED1027-17-63%$2.6K$953-$1.7K2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED9900%$868$846-$222026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED9900%$868$846-$222026-10-27
IMG Wealth Management, Inc.
NEW8—+8——$752—2026-10-27
Lodestone Wealth Management LLC
UNCHANGED8800%$789$774-$152026-10-14
Provenance Wealth Advisors, LLC
NEW5—+5——$470—2026-10-30
Pacific Excel Wealth Advisors, Inc.
CLOSED0101,232-101,232-100%$9.8M$0-$9.8M2026-10-27
Horst & Graben Wealth Management LLC
CLOSED094,053-94,053-100%$8.8M$0-$8.8M2026-11-02
Jefferies Financial Group Inc.
CLOSED089,651-89,651-100%$8.7M$0-$8.7M2026-11-05
Hobbs Wealth Management, LLC
CLOSED036,215-36,215-100%$3.5M$0-$3.5M2026-10-20
Scarborough Advisors, LLC
CLOSED022,251-22,251-100%$2.1M$0-$2.1M2026-10-16
Milestone Asset Management, LLC
CLOSED016,521-16,521-100%$1.6M$0-$1.6M2026-10-15
Theory Financial LLC
CLOSED014,911-14,911-100%$1.4M$0-$1.4M2026-11-09
Verus Capital Partners, LLC
CLOSED013,388-13,388-100%$1.3M$0-$1.3M2026-11-03
Patriot Financial Group Insurance Agency, LLC
CLOSED011,459-11,459-100%$1.1M$0-$1.1M2026-10-14
Johnson Financial Group, LLC
CLOSED09,621-9,621-100%$928.3K$0-$928.3K2026-11-03
Sutton Place Investors LLC
CLOSED09,098-9,098-100%$877.9K$0-$877.9K2026-10-20
Merkkuri Wealth Advisors LLC
CLOSED08,999-8,999-100%$868.3K$0-$868.3K2026-11-03
GatePass Capital, LLC
CLOSED08,451-8,451-100%$815.4K$0-$815.4K2026-11-09
Firethorn Wealth Partners, LLC
CLOSED08,234-8,234-100%$794.5K$0-$794.5K2026-10-14
Nations Financial Group Inc,
CLOSED08,033-8,033-100%$775.1K$0-$775.1K2026-11-05
Cassilly Financial Group LLC
CLOSED06,220-6,220-100%$600.2K$0-$600.2K2026-10-07
RDA Financial Network
CLOSED06,047-6,047-100%$583.5K$0-$583.5K2026-10-15
Silverlake Wealth Management LLC
CLOSED03,588-3,588-100%$346.2K$0-$346.2K2026-10-21
MSH Capital Advisors LLC
CLOSED03,586-3,586-100%$346.0K$0-$346.0K2026-11-03
Dana Investment Advisors, Inc.
CLOSED03,490-3,490-100%$336.8K$0-$336.8K2026-11-06
Parkway Wealth Management Group, LLC
CLOSED03,405-3,405-100%$328.5K$0-$328.5K2026-10-20
Park National Corp
CLOSED03,195-3,195-100%$308.3K$0-$308.3K2026-10-05
Fisher Asset Management, LLC
CLOSED02,844-2,844-100%$274.5K$0-$274.5K2026-11-06
Fulcrum Equity Management
CLOSED02,638-2,638-100%$254.6K$0-$254.6K2026-10-21
Capital Investment Advisors, LLC
CLOSED02,187-2,187-100%$211.1K$0-$211.1K2026-10-22
Yardley Wealth Management LLC
CLOSED02,163-2,163-100%$208.7K$0-$208.7K2026-10-23
Intelligence Driven Advisers, LLC
CLOSED02,105-2,105-100%$203.1K$0-$203.1K2026-10-09
Wellington Grp LLC
CLOSED0394-394-100%$31.7K$0-$31.7K2026-11-06
MCF Advisors LLC
CLOSED0175-175-100%$16.8K$0-$16.8K2026-10-28
Evermay Wealth Management LLC
CLOSED0115-115-100%$11.1K$0-$11.1K2026-11-05
Tradewinds Capital Management, LLC
CLOSED058-58-100%$5.6K$0-$5.6K2026-10-23
Robinswood Financial LLC
CLOSED056-56-100%$5.4K$0-$5.4K2026-10-20
LifeSteps Financial, Inc.
CLOSED052-52-100%$5.0K$0-$5.0K2026-10-15
Cornerstone Planning Group LLC
CLOSED044-44-100%$4.0K$0-$4.0K2026-10-16
Institute for Wealth Management, Llc.
CLOSED033-33-100%$3.1K$0-$3.1K2026-11-06
Eastern Bank
CLOSED08-8-100%$772$0-$7722026-10-05
Lloyd Advisory Services, Llc.
CLOSED04-4-100%$399$0-$3992026-11-02
Bank of America Corp
N/A—28,876,146-28,876,146-100%$2.8B———
Envestnet Asset Management Inc
N/A—16,127,258-16,127,258-100%$1.6B———
Morgan Stanley
N/A—11,245,817-11,245,817-100%$1.1B———
Mercer Global Advisors Inc
N/A—9,970,793-9,970,793-100%$962.1M———
Wells Fargo & Company
N/A—7,883,606-7,883,606-100%$760.7M———
Ameriprise Financial Inc
N/A—6,148,703-6,148,703-100%$592.3M———
Northwestern Mutual Wealth Management Co
N/A—5,376,383-5,376,383-100%$518.8M———
Jones Financial Companies Lllp
N/A—5,346,733-5,346,733-100%$504.7M———
American Century Companies Inc
N/A—3,403,867-3,403,867-100%$328.4M———
Raymond James Financial Inc
N/A—2,773,603-2,773,603-100%$267.6M———
Cerity Partners LLC
N/A—2,558,075-2,558,075-100%$246.8M———
Haverford Trust Co
N/A—2,368,819-2,368,819-100%$228.6M———
Osaic Holdings, Inc.
N/A—2,188,324-2,188,324-100%$211.2M———
MML Investors Services, LLC
N/A—2,182,737-2,182,737-100%$210.6M———
Cetera Investment Advisers
N/A—2,094,497-2,094,497-100%$202.1M———
Focus Partners Wealth
N/A—1,639,286-1,639,286-100%$158.2M———
Neuberger Berman Group LLC
N/A—1,542,140-1,542,140-100%$148.8M———
Modern Wealth Management, LLC
N/A—1,379,015-1,379,015-100%$133.1M———
OneDigital Investment Advisors LLC
N/A—1,374,387-1,374,387-100%$132.6M———
UBS Group AG
N/A—1,273,939-1,273,939-100%$122.9M———
JPMorgan Chase & Co
N/A—1,232,831-1,232,831-100%$117.2M———
Pure Financial Advisors, LLC
N/A—1,125,157-1,125,157-100%$108.6M———
Nicolet Bankshares Inc
N/A—1,058,365-1,058,365-100%$101.2M———
Cresset Asset Management, LLC
N/A—892,971-892,971-100%$86.2M———
NewEdge Advisors, LLC
N/A—871,190-871,190-100%$84.1M———
Private Advisor Group, LLC
N/A—807,051-807,051-100%$77.9M———
Bluespring Wealth Management, LLC
N/A—784,880-784,880-100%$75.7M———
Focus Partners Advisor Solutions, LLC
N/A—704,363-704,363-100%$68.0M———
FMR LLC
N/A—683,105-683,105-100%$65.9M———
Royal Bank of Canada
N/A—669,305-669,305-100%$64.6M———
Jane Street Group, LLC
N/A—650,000-650,000-100%$62.7M———
Waddell & Associates, LLC
N/A—567,849-567,849-100%$54.8M———
Beaird Harris Wealth Management, LLC
N/A—554,738-554,738-100%$53.5M———
Foster & Motley Inc
N/A—515,223-515,223-100%$49.7M———
Financial Plan, Inc.
N/A—511,267-511,267-100%$49.3M———
Orion Porfolio Solutions, LLC
N/A—461,703-461,703-100%$44.5M———
Bogart Wealth, LLC
N/A—435,036-435,036-100%$42.0M———
Beacon Pointe Advisors, LLC
N/A—429,143-429,143-100%$41.4M———
Truepoint, Inc.
N/A—427,119-427,119-100%$41.2M———
IHT Wealth Management, LLC
N/A—421,788-421,788-100%$40.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—388,904-388,904-100%$37.5M———
Bridgewater Advisors Inc.
N/A—381,114-381,114-100%$34.4M———
JRM Investment Counsel, LLC
N/A—337,757-337,757-100%$32.6M———
EP Wealth Advisors, LLC
N/A—331,094-331,094-100%$31.9M———
Summit Financial, LLC
N/A—304,353-304,353-100%$29.4M———
Aptus Capital Advisors, LLC
N/A—289,426-289,426-100%$27.9M———
Rockefeller Capital Management L.P.
N/A—288,955-288,955-100%$27.9M———
Jackson Thornton Wealth Management, LLC
N/A—287,748-287,748-100%$27.8M———
Arax Advisory Partners
N/A—287,031-287,031-100%$27.7M———
VeraBank, N.A.
N/A—282,048-282,048-100%$27.2M———
Madison Asset Management, LLC
N/A—266,533-266,533-100%$25.7M———
WCG Wealth Advisors LLC
N/A—260,666-260,666-100%$25.2M———
Natixis Advisors, LLC
N/A—238,063-238,063-100%$23.0M———
Foundations Investment Advisors, LLC
N/A—229,497-229,497-100%$22.1M———
Equitable Holdings, Inc.
N/A—222,716-222,716-100%$21.5M———
Pasadena Private Wealth, LLC
N/A—222,072-222,072-100%$21.4M———
Financial Strategies Group, Inc.
N/A—215,692-215,692-100%$19.8M———
&partners
N/A—213,555-213,555-100%$20.7M———
Magnolia Private Wealth, LLC
N/A—211,955-211,955-100%$7.8M———
BSW Wealth Partners
N/A—210,863-210,863-100%$20.3M———
Atlantic Union Bankshares Corp
N/A—209,744-209,744-100%$20.2M———
Capital Analysts, LLC
N/A—205,091-205,091-100%$19.8M———
Venturi Wealth Management, LLC
N/A—202,202-202,202-100%$19.5M———
Waverly Advisors, LLC
N/A—201,204-201,204-100%$19.4M———
Libra Wealth LLC
N/A—185,718-185,718-100%$17.9M———
Blue Edge Capital, LLC
N/A—178,396-178,396-100%$17.2M———
Evelyn Partners Group Ltd
N/A—178,307-178,307-100%$17.2M———
Berger Financial Group, Inc
N/A—177,096-177,096-100%$17.1M———
World Investment Advisors
N/A—166,725-166,725-100%$13.5M———
Hill Investment Group Partners, LLC
N/A—158,896-158,896-100%$15.3M———
Mariner, LLC
N/A—157,812-157,812-100%$15.2M———
Cahill Financial Advisors Inc
N/A—157,737-157,737-100%$15.2M———
Team Hewins, LLC
N/A—155,688-155,688-100%$15.0M———
Fiduciary Financial Advisors
N/A—153,472-153,472-100%$14.8M———
Fidelis Capital Partners, LLC
N/A—152,069-152,069-100%$14.7M———
CreativeOne Wealth, LLC
N/A—150,123-150,123-100%$14.5M———
Fort Vancouver Investment Management, LLC
N/A—149,838-149,838-100%$14.5M———
MAI Capital Management
N/A—147,694-147,694-100%$14.3M———
Vestmark Advisory Solutions, Inc.
N/A—146,171-146,171-100%$14.1M———
Baird Financial Group, Inc.
N/A—146,030-146,030-100%$14.1M———
Mason & Associates Inc
N/A—141,979-141,979-100%$13.7M———
Stifel Financial Corp
N/A—135,938-135,938-100%$13.1M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—129,783-129,783-100%$12.5M———
AQR Capital Management LLC
N/A—128,235-128,235-100%$12.4M———
Passive Capital Management, Llc.
N/A—121,950-121,950-100%$9.4M———
Dunhill Financial, LLC
N/A—116,420-116,420-100%$11.2M———
MJP Associates Inc
N/A—116,393-116,393-100%$11.2M———
Pacific Life Fund Advisors LLC
N/A—112,790-112,790-100%$10.9M———
Curio Wealth, LLC
N/A—108,998-108,998-100%$10.5M———
AllGen Financial Advisors, Inc.
N/A—105,563-105,563-100%$10.2M———
Integrated Wealthcare, LLC
N/A—101,130-101,130-100%$9.8M———
GeoWealth Management, LLC
N/A—100,109-100,109-100%$9.7M———
D L Carlson Investment Group Inc
N/A—94,654-94,654-100%$9.1M———
Quantinno Capital Management LP
N/A—93,602-93,602-100%$9.0M———
Dopkins Wealth Management, LLC
N/A—88,695-88,695-100%$8.6M———
Wealth Alliance, LLC
N/A—84,846-84,846-100%$8.2M———
Midwestern Financial, LLC
N/A—83,210-83,210-100%$8.0M———
Gateway Wealth Partners, LLC
N/A—82,450-82,450-100%$8.0M———
Stephens Inc
N/A—80,585-80,585-100%$7.8M———
Summit Wealth Partners, LLC
N/A—80,010-80,010-100%$7.7M———
Objectivity Squared, LLC
N/A—77,497-77,497-100%$7.5M———
Savvy Advisors, Inc.
N/A—77,440-77,440-100%$7.5M———
EWA, LLC
N/A—77,426-77,426-100%$7.5M———
Stonebrook Private Inc.
N/A—74,761-74,761-100%$7.2M———
One Wealth Advisors, LLC
N/A—73,654-73,654-100%$7.1M———
HTG Investment Advisors, Inc.
N/A—73,443-73,443-100%$7.1M———
Kintra Wealth, LLC
N/A—72,886-72,886-100%$6.8M———
Atlanta Consulting Group Advisors, LLC
N/A—72,383-72,383-100%$7.0M———
PW Advisors, LLC \ FL
N/A—72,212-72,212-100%$7.0M———
Janney Montgomery Scott LLC
N/A—70,916-70,916-100%$6.8M———
Vertex Planning Partners, LLC
N/A—68,202-68,202-100%$6.6M———
Sequoia Financial Advisors, LLC
N/A—67,052-67,052-100%$6.5M———
Capasso Planning Partners LLC
N/A—63,709-63,709-100%$6.1M———
Sterneck Capital Management, LLC
N/A—60,107-60,107-100%$5.8M———
NorthStar Asset Management LLC
N/A—60,075-60,075-100%$5.8M———
Private Wealth Asset Management, LLC
N/A—59,875-59,875-100%$5.9M———
AE Wealth Management LLC
N/A—59,454-59,454-100%$5.7M———
Lakeridge Wealth Management LLC
N/A—59,352-59,352-100%$5.7M———
Peak Asset Management, LLC
N/A—57,979-57,979-100%$5.6M———
Commerce Bank
N/A—57,495-57,495-100%$5.5M———
Coign Capital Advisors LLC
N/A—57,362-57,362-100%$5.5M———
WealthCollab, LLC
N/A—54,352-54,352-100%$5.2M———
Advisory Services Network, LLC
N/A—52,667-52,667-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—52,426-52,426-100%$5.1M———
Kilner Capital Advisors, LLC
N/A—52,001-52,001-100%$5.0M———
Advyzon Investment Management, LLC
N/A—51,737-51,737-100%$5.0M———
Annandale Capital, LLC
N/A—51,594-51,594-100%$5.0M———
WorthPointe, LLC
N/A—51,214-51,214-100%$4.9M———
Tudor Investment Corp ET AL
N/A—51,037-51,037-100%$4.9M———
Brown Financial Advisors
N/A—49,149-49,149-100%$4.7M———
Cary Street Partners Financial LLC
N/A—47,683-47,683-100%$4.6M———
CoreFirst Bank & Trust
N/A—47,124-47,124-100%$4.5M———
Sonoma Allocations LLC
N/A—44,545-44,545-100%$4.2M———
Global Retirement Partners, LLC
N/A—44,418-44,418-100%$4.3M———
Ameritas Advisory Services, LLC
N/A—42,595-42,595-100%$4.1M———
Financial Engines Advisors L.L.C.
N/A—42,356-42,356-100%$4.1M———
Mayflower Financial Advisors, LLC
N/A—41,808-41,808-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—41,582-41,582-100%$4.0M———
Arcadia Wealth Management, Inc.
N/A—41,291-41,291-100%$4.0M———
Mutual Advisors, LLC
N/A—40,522-40,522-100%$3.9M———
LaSalle St. Investment Advisors, LLC
N/A—40,014-40,014-100%$3.9M———
Planwiser Financial, LLC
N/A—39,579-39,579-100%$3.8M———
Ensign Peak Advisors, Inc
N/A—39,067-39,067-100%$3.8M———
IMA Advisory Services, Inc.
N/A—39,023-39,023-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—39,019-39,019-100%$3.8M———
Maimon Wealth Management Ltd.
N/A—38,157-38,157-100%$3.7M———
McCartney Wealth Management LLC
N/A—37,863-37,863-100%$3.7M———
Nuveen, LLC
N/A—36,032-36,032-100%$3.5M———
Kovack Advisors, Inc.
N/A—35,740-35,740-100%$3.3M———
Prosperity Consulting Group, LLC
N/A—33,845-33,845-100%$3.3M———
KEB Asset Management, LLC
N/A—33,273-33,273-100%$3.2M———
BlackRock, Inc.
N/A—33,162-33,162-100%$3.2M———
Peapack Gladstone Financial Corp
N/A—32,954-32,954-100%$3.2M———
Betterment LLC
N/A—32,429-32,429-100%$3.1M———
Ascension Capital Advisors, Inc.
N/A—31,997-31,997-100%$3.1M———
Smith, Moore & Co.
N/A—31,889-31,889-100%$3.1M———
M1 Capital Management LLC
N/A—31,796-31,796-100%$3.1M———
Envestnet Portfolio Solutions, Inc.
N/A—30,820-30,820-100%$3.0M———
Rialto Wealth Management, LLC
N/A—28,709-28,709-100%$2.8M———
Slagle Financial, LLC
N/A—27,844-27,844-100%$2.7M———
Mattson Financial Services, LLC
N/A—27,646-27,646-100%$2.5M———
Empowered Funds, LLC
N/A—27,231-27,231-100%$2.6M———
Leigh Baldwin & Co., LLC
N/A—27,164-27,164-100%$2.6M———
Trailhead Planners LLC
N/A—27,064-27,064-100%$2.6M———
FMB Wealth Management
N/A—26,283-26,283-100%$2.5M———
Perennial Investment Advisors, LLC
N/A—25,987-25,987-100%$2.5M———
Curtis Wealth Management LLC
N/A—25,931-25,931-100%$2.5M———
Plum Street Advisors, LLC
N/A—25,877-25,877-100%$2.5M———
Eaton-Cambridge Inc.
N/A—25,790-25,790-100%$2.5M———
Webster Bank, N. A.
N/A—25,390-25,390-100%$2.4M———
Capstone Wealth Management, Inc.
N/A—25,094-25,094-100%$2.4M———
Tradition Wealth Management, LLC
N/A—24,792-24,792-100%$2.4M———
BOK Financial Private Wealth, Inc.
N/A—23,931-23,931-100%$2.3M———
Pathstone Holdings, LLC
N/A—22,461-22,461-100%$2.2M———
Bleakley Financial Group, LLC
N/A—21,645-21,645-100%$2.1M———
IEQ Capital, LLC
N/A—21,308-21,308-100%$2.1M———
Tyche Wealth Partners LLC
N/A—20,175-20,175-100%$1.9M———
Tidal Investments LLC
N/A—19,860-19,860-100%$1.9M———
Chatterton & Associates Inc.
N/A—19,507-19,507-100%$1.8M———
Fortis Capital Management LLC
N/A—18,601-18,601-100%$1.8M———
Cozad Asset Management Inc
N/A—18,323-18,323-100%$1.8M———
Hopwood Nicholas Hunter
N/A—18,272-18,272-100%$1.8M———
Gotham Asset Management, LLC
N/A—17,939-17,939-100%$1.7M———
Orion Capital Management LLC
N/A—17,699-17,699-100%$1.7M———
LRI Investments, LLC
N/A—17,186-17,186-100%$1.7M———
49 Wealth Management, LLC
N/A—16,782-16,782-100%$1.6M———
Alongside, LLC
N/A—16,782-16,782-100%$1.6M———
Principal Securities, Inc.
N/A—16,723-16,723-100%$1.6M———
Smartleaf Asset Management LLC
N/A—16,671-16,671-100%$1.6M———
Redwood Investment Management, LLC
N/A—16,606-16,606-100%$1.6M———
QRG Capital Management, Inc.
N/A—16,135-16,135-100%$1.6M———
Ruedi Wealth Management, Inc.
N/A—15,742-15,742-100%$1.5M———
PCG Wealth Advisors, LLC
N/A—14,656-14,656-100%$1.4M———
J. M. Brown & Associates Inc.
N/A—14,445-14,445-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—14,385-14,385-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—13,334-13,334-100%$1.3M———
Retirement Management Systems Inc.
N/A—13,214-13,214-100%$1.3M———
Centaurus Financial, Inc.
N/A—12,631-12,631-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—12,623-12,623-100%$1.2M———
WealthTrak Capital Management LLC
N/A—12,505-12,505-100%$1.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—12,427-12,427-100%$1.2M———
Brown Advisory Inc
N/A—12,277-12,277-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—12,275-12,275-100%$1.2M———
Ameritas Investment Partners, Inc.
N/A—12,268-12,268-100%$1.2M———
Resolute Wealth Advisor, Inc.
N/A—12,049-12,049-100%$970.9K———
Vance Wealth, LLC
N/A—11,931-11,931-100%$1.2M———
BlackDiamond Wealth Management, LLC
N/A—11,725-11,725-100%$1.1M———
Haverford Financial Services, Inc.
N/A—11,287-11,287-100%$1.1M———
Summit Trail Advisors, LLC
N/A—11,140-11,140-100%$1.1M———
Cloud Capital Management, LLC
N/A—10,567-10,567-100%$1.0M———
Atlas Wealth LLC
N/A—10,535-10,535-100%$1.0M———
Captrust Financial Advisors
N/A—10,511-10,511-100%$1.0M———
Prepared Retirement Institute LLC
N/A—10,350-10,350-100%$998.6K———
Cauble & Harre Wealth Management, Inc.
N/A—10,228-10,228-100%$986.9K———
Parkwoods Wealth Partners, LLC
N/A—9,891-9,891-100%$954.4K———
Per Stirling Capital Management, Llc.
N/A—9,830-9,830-100%$948.5K———
Callan Family Office, LLC
N/A—9,585-9,585-100%$924.9K———
Caprock Group, LLC
N/A—9,543-9,543-100%$920.8K———
Pacific Financial Group Inc
N/A—9,453-9,453-100%$912.1K———
Brio Consultants, LLC
N/A—9,448-9,448-100%$911.6K———
Northern Trust Corp
N/A—9,226-9,226-100%$890.2K———
Brown Brothers Harriman & Co
N/A—9,195-9,195-100%$887.2K———
South Plains Financial, Inc.
N/A—8,783-8,783-100%$847.5K———
Integrity Wealth Solutions LLC
N/A—8,629-8,629-100%$832.6K———
Hilltop Holdings Inc.
N/A—8,568-8,568-100%$826.7K———
Morris Financial Concepts, Inc.
N/A—8,388-8,388-100%$809.4K———
Simmons Bank
N/A—8,257-8,257-100%$796.7K———
Spartan Wealth Advisory Services LLC
N/A—8,074-8,074-100%$779.1K———
Peak Planning Group, LLC
N/A—7,918-7,918-100%$764.0K———
Mosaic Family Wealth Partners, LLC
N/A—7,874-7,874-100%$759.8K———
Pinnacle Financial Partners, Inc.
N/A—7,801-7,801-100%$752.8K———
Moneta Group Investment Advisors LLC
N/A—7,613-7,613-100%$734.6K———
PAX Financial Group, LLC
N/A—7,559-7,559-100%$729.4K———
Dover Advisors, LLC
N/A—7,416-7,416-100%$571.2K———
Raffa Wealth Management, LLC
N/A—7,390-7,390-100%$713.0K———
SageView Advisory Group, LLC
N/A—6,959-6,959-100%$671.5K———
Goldman Sachs Group Inc
N/A—6,678-6,678-100%$644.4K———
Fort Point Capital Partners LLC
N/A—6,613-6,613-100%$638.1K———
Greenline Wealth Management LLC
N/A—6,607-6,607-100%$637.5K———
Axis Wealth Partners, LLC
N/A—6,566-6,566-100%$633.6K———
CIBC Bancorp USA Inc.
N/A—6,549-6,549-100%$631.9K———
Arkadios Wealth Advisors
N/A—6,337-6,337-100%$611.5K———
Vanguard National Trust Co
N/A—6,212-6,212-100%$599.4K———
Brand Asset Management Group, Inc.
N/A—6,100-6,100-100%$588.6K———
O'shaughnessy Asset Management, LLC
N/A—5,902-5,902-100%$569.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,779-5,779-100%$557.6K———
Capital Group Private Client Services, Inc.
N/A—5,777-5,777-100%$557.4K———
LWM Advisory Services, LLC
N/A—5,697-5,697-100%$549.7K———
XTX Topco Ltd
N/A—5,587-5,587-100%$539.1K———
Operose Advisors LLC
N/A—5,586-5,586-100%$538.9K———
First Trust Advisors LP
N/A—5,516-5,516-100%$532.2K———
Osborne Partners Capital Management, LLC
N/A—5,498-5,498-100%$530.5K———
Vantus Wealth LLC
N/A—5,471-5,471-100%$527.9K———
Cadia Private Client LLC
N/A—5,012-5,012-100%$483.6K———
Horizon Investment Services, LLC
N/A—4,741-4,741-100%$457.5K———
Bragg Financial Advisors, Inc
N/A—4,727-4,727-100%$456.1K———
PFG Investments, LLC
N/A—4,705-4,705-100%$454.0K———
Element Wealth, LLC
N/A—4,619-4,619-100%$445.7K———
S Harris Financial Group, LLC
N/A—4,517-4,517-100%$435.9K———
Cofg Advisors, LLC
N/A—4,354-4,354-100%$420.1K———
Professional Financial Solutions LLC
N/A—4,347-4,347-100%$419.5K———
M&T Bank Corp
N/A—4,295-4,295-100%$414.4K———
Sachetta, LLC
N/A—4,270-4,270-100%$412.0K———
Roehl & Yi Investment Advisors, LLC
N/A—4,268-4,268-100%$411.8K———
Alpha Financial Partners LLC
N/A—4,258-4,258-100%$410.8K———
Davis Wealth Advisors, LLC
N/A—4,191-4,191-100%$404.4K———
Steelhead Wealth Management LLC
N/A—4,048-4,048-100%$390.0K———
Empirical Asset Management, LLC
N/A—3,691-3,691-100%$356.1K———
Keystone Financial Group
N/A—3,685-3,685-100%$355.5K———
Millington Financial Advisors, LLC
N/A—3,681-3,681-100%$328.6K———
Sequent Planning LLC
N/A—3,428-3,428-100%$330.7K———
Franklin Resources Inc
N/A—3,339-3,339-100%$322.2K———
Corsicana & Co.
N/A—3,292-3,292-100%$317.6K———
Resurgent Financial Advisors LLC
N/A—3,273-3,273-100%$315.8K———
Vantage Point Financial LLC
N/A—3,246-3,246-100%$313.2K———
Maripau Wealth Management LLC
N/A—3,143-3,143-100%$303.3K———
Zhang Financial LLC
N/A—2,957-2,957-100%$285.4K———
Main Street Financial Solutions, LLC
N/A—2,952-2,952-100%$284.8K———
Aspen Capital Management, LLC
N/A—2,938-2,938-100%$283.5K———
Claris Advisors, LLC / MO /
N/A—2,872-2,872-100%$277.1K———
National Bank of Canada
N/A—2,731-2,731-100%$260.3K———
Caerus Investment Advisors, LLC
N/A—2,727-2,727-100%$263.1K———
Vistica Wealth Advisors, LLC
N/A—2,555-2,555-100%$246.5K———
Greenwich Wealth Management LLC
N/A—2,549-2,549-100%$246.0K———
Colonial Trust Co / SC
N/A—2,547-2,547-100%$245.8K———
Steffes Financial, Ltd.
N/A—2,526-2,526-100%$243.7K———
Alteri Wealth LLC
N/A—2,487-2,487-100%$240.0K———
RWA Wealth Partners, LLC
N/A—2,470-2,470-100%$238.3K———
Inspire Advisors, LLC
N/A—2,449-2,449-100%$230.3K———
Fiducient Advisors LLC
N/A—2,433-2,433-100%$234.8K———
CVA Family Office, LLC
N/A—2,402-2,402-100%$231.8K———
Arrowroot Family Office, LLC
N/A—2,395-2,395-100%$231.1K———
NewEdge Wealth, LLC
N/A—2,361-2,361-100%$227.8K———
Copley Financial Group, Inc.
N/A—2,343-2,343-100%$226.1K———
Delos Wealth Advisors, LLC
N/A—2,303-2,303-100%$222.2K———
Regatta Research & Money Management
N/A—2,291-2,291-100%$221.1K———
Cerity Partners Retirement Plan Advisors LLC
N/A—2,246-2,246-100%$216.7K———
Transcend Capital Advisors, LLC
N/A—2,240-2,240-100%$216.1K———
Hexagon Capital Partners LLC
N/A—2,220-2,220-100%$214.2K———
Huntington National Bank
N/A—1,907-1,907-100%$184.0K———
Rothschild Investment LLC
N/A—1,051-1,051-100%$101.4K———
Johnson Financial Group, Inc.
N/A—1,029-1,029-100%$99.3K———
LGT Financial Advisors LLC
N/A—997-997-100%$96.2K———
Transamerica Financial Advisors, LLC
N/A—920-920-100%$88.8K———
Strategic Wealth Partners, Ltd.
N/A—847-847-100%$81.7K———
HHM Wealth Advisors, LLC
N/A—680-680-100%$65.6K———
Vanguard Advisers Inc
N/A—621-621-100%$59.9K———
MidFirst Bank
N/A—616-616-100%$59.4K———
Manning & Napier Advisors LLC
N/A—508-508-100%$49.0K———
Bartlett & Co. Wealth Management LLC
N/A—500-500-100%$48.2K———
Tiaa Wealth Investment Management LLC
N/A—476-476-100%$45.3K———
Synergy Investment Management, LLC
N/A—440-440-100%$42.5K———
Tanglewood Legacy Advisors, LLC
N/A—435-435-100%$42.0K———
Banque Transatlantique SA
N/A—397-397-100%$38.3K———
Fourth Dimension Wealth, LLC
N/A—363-363-100%$35.0K———
UBS Asset Management Americas LLC
N/A—350-350-100%$33.8K———
Cary Street Partners Investment Advisory LLC
N/A—289-289-100%$27.9K———
HM Payson & Co
N/A—284-284-100%$27.4K———
BFC Planning, Inc.
N/A—248-248-100%$23.9K———
Mcguire Capital Advisors Inc
N/A—234-234-100%$22.6K———
Ancora Advisors LLCA
N/A—220-220-100%$21.2K———
FAS Wealth Partners, Inc.
N/A—182-182-100%$17.6K———
Atomic Invest LLC
N/A—129-129-100%$12.3K———
Mpwm Advisory Solutions, LLC
N/A—117-117-100%$11.3K———
Glassman Wealth Services
N/A—105-105-100%$10.1K———
S&T Bank
N/A—97-97-100%$9.4K———
Basepoint Wealth LLC
N/A—89-89-100%$8.5K———
Glenmede Trust Co NA
N/A—67-67-100%$6.5K———
HFM Investment Advisors, LLC
N/A—62-62-100%$6.0K———
FWL Investment Management, LLC
N/A—62-62-100%$6.0K———
Copia Wealth Management
N/A—26-26-100%$2.5K———
Anchor Bay Capital, Inc.
N/A—13-13-100%$1.2K———
Westfuller Advisors, LLC
N/A—9-9-100%$868———
Keating Financial Advisory Services, Inc.
N/A—8-8-100%$772———
Nomura Asset Management Co LTD
N/A—00—$0———
Luminist Capital LLC
N/A—00—$1.9K———
Showing 1099 of 1099 institutions