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Avantis International Equity (AVDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares6,777,818 from 4,356,688
Change+2,421,130 (+56%)
Value$610.7M (+$222.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,989,042 from 5,369,195
Change+619,847 (+12%)
Value$530.2M (+$50.9M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares3,846,796 from 5,149,175
Change-1,302,379 (-25%)
Value$346.6M (-$112.7M)
Filed 2026-10-15
Rockwood Wealth Management, LLC
INCREASED
Shares3,301,219 from 3,165,871
Change+135,348 (+4%)
Value$297.5M (+$15.1M)
Filed 2026-10-27
Vantagepoint Investment Advisers LLC
DECREASED
Shares2,856,709 from 2,919,800
Change-63,091 (-2%)
Value$257.4M (-$3.0M)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares2,802,790 from 1,262,823
Change+1,539,967 (+122%)
Value$252.6M (+$139.9M)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares2,093,625 from 2,008,367
Change+85,258 (+4%)
Value$188.6M (+$9.5M)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares1,767,293 from 1,693,261
Change+74,032 (+4%)
Value$159.3M (+$8.2M)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,704,275 from 464,198
Change+1,240,077 (+267%)
Value$153.6M (+$112.2M)
Filed 2026-10-20
Gradient Investments LLC
INCREASED
Shares1,472,875 from 1,445,630
Change+27,245 (+2%)
Value$132.7M (+$3.8M)
Filed 2026-10-08
Oak Root LLC
UNCHANGED
Shares1,427,068 from 1,427,068
Change0 (0%)
Value$128.6M (+$1.3M)
Filed 2026-10-09
Simplicity Wealth,LLC
INCREASED
Shares1,088,598 from 795,696
Change+292,902 (+37%)
Value$98.1M (+$27.1M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares1,087,395 from 828,607
Change+258,788 (+31%)
Value$97.3M (+$22.9M)
Filed 2026-10-08
Greenup Street Wealth Management LLC
INCREASED
Shares1,075,938 from 1,058,929
Change+17,009 (+2%)
Value$97.0M (+$2.5M)
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares1,047,795 from 1,030,458
Change+17,337 (+2%)
Value$94.4M (+$2.5M)
Filed 2026-10-26
Diversified Portfolios, Inc.
INCREASED
Shares1,038,892 from 994,311
Change+44,581 (+4%)
Value$93.6M (+$4.9M)
Filed 2026-11-04
First National Trust Co
DECREASED
Shares978,024 from 1,009,714
Change-31,690 (-3%)
Value$88.1M (-$1.9M)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares964,446 from 1,046,145
Change-81,699 (-8%)
Value$86.9M (-$6.4M)
Filed 2026-11-03
Plancorp, LLC
INCREASED
Shares937,662 from 862,580
Change+75,082 (+9%)
Value$83.6M (+$6.6M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares818,330 from 785,624
Change+32,706 (+4%)
Value$73.7M (+$3.7M)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares809,353 from 769,910
Change+39,443 (+5%)
Value$72.9M (+$4.3M)
Filed 2026-11-03
Correct Capital Wealth Management
DECREASED
Shares806,667 from 809,847
Change-3,180 (0%)
Value$72.7M (+$450.4K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares794,919 from 736,719
Change+58,200 (+8%)
Value$71.6M (+$5.9M)
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares789,054 from 771,462
Change+17,592 (+2%)
Value$71.1M (+$2.3M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares748,701 from 681,091
Change+67,610 (+10%)
Value$67.5M (+$6.7M)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares727,387 from 714,806
Change+12,581 (+2%)
Value$65.5M (+$1.8M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares707,263 from 644,212
Change+63,051 (+10%)
Value$63.7M (+$6.3M)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares679,305 from 694,974
Change-15,669 (-2%)
Value$61.2M (-$779.5K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares676,815 from 686,681
Change-9,866 (-1%)
Value$61.0M (-$264.2K)
Filed 2026-11-02
Annex Advisory Services, LLC
DECREASED
Shares645,827 from 1,504,548
Change-858,721 (-57%)
Value$58.2M (-$76.0M)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares591,192 from 587,841
Change+3,351 (+1%)
Value$53.3M (+$836.9K)
Filed 2026-10-02
Family Investment Center, Inc.
INCREASED
Shares543,211 from 512,323
Change+30,888 (+6%)
Value$48.9M (+$3.2M)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares504,785 from 463,319
Change+41,466 (+9%)
Value$45.5M (+$4.2M)
Filed 2026-11-03
Legacy Financial Strategies, LLC
INCREASED
Shares501,128 from 483,677
Change+17,451 (+4%)
Value$45.2M (+$2.0M)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares461,298 from 415,767
Change+45,531 (+11%)
Value$41.6M (+$4.5M)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares442,136 from 420,371
Change+21,765 (+5%)
Value$39.8M (+$2.3M)
Filed 2026-11-04
Highland Financial Advisors, LLC
INCREASED
Shares428,650 from 405,093
Change+23,557 (+6%)
Value$38.6M (+$2.5M)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED
Shares408,900 from 382,790
Change+26,110 (+7%)
Value$36.8M (+$2.7M)
Filed 2026-10-15
Compass Ion Advisors, LLC
INCREASED
Shares379,820 from 370,077
Change+9,743 (+3%)
Value$34.2M (+$1.2M)
Filed 2026-10-23
Financial Enhancement Group LLC
INCREASED
Shares370,785 from 356,732
Change+14,053 (+4%)
Value$33.2M (+$1.4M)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares363,964 from 355,855
Change+8,109 (+2%)
Value$32.8M (+$1.1M)
Filed 2026-10-22
RVW Wealth, LLC
INCREASED
Shares356,653 from 292,799
Change+63,854 (+22%)
Value$32.1M (+$6.0M)
Filed 2026-10-06
Indivisible Partners
INCREASED
Shares351,120 from 247,271
Change+103,849 (+42%)
Value$31.6M (+$9.6M)
Filed 2026-10-26
55 North Private Wealth, LLC
INCREASED
Shares351,064 from 326,631
Change+24,433 (+7%)
Value$31.6M (+$2.5M)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares349,716 from 367,306
Change-17,590 (-5%)
Value$31.5M (-$1.3M)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares348,237 from 335,841
Change+12,396 (+4%)
Value$31.6M (+$1.8M)
Filed 2026-10-22
Echo Wealth Management, LLC
INCREASED
Shares341,572 from 321,389
Change+20,183 (+6%)
Value$30.8M (+$2.1M)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares338,022 from 11,282
Change+326,740 (+2896%)
Value$30.5M (+$29.5M)
Filed 2026-10-21
Searcy Financial Services Inc
DECREASED
Shares335,109 from 341,527
Change-6,418 (-2%)
Value$30.2M (-$267.5K)
Filed 2026-10-07
Pearl Planning LLC
INCREASED
Shares334,972 from 261,773
Change+73,199 (+28%)
Value$30.2M (+$6.8M)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares330,236 from 328,620
Change+1,616 (+0%)
Value$29.6M (+$269.7K)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
DECREASED
Shares329,378 from 332,244
Change-2,866 (-1%)
Value$29.7M (+$44.1K)
Filed 2026-10-14
Yardley Wealth Management LLC
INCREASED
Shares328,571 from 319,168
Change+9,403 (+3%)
Value$29.6M (+$1.1M)
Filed 2026-10-23
ACT Advisors, Llc.
INCREASED
Shares325,535 from 324,608
Change+927 (+0%)
Value$29.3M (+$378.9K)
Filed 2026-10-15
Central Trust Co
INCREASED
Shares321,883 from 294,699
Change+27,184 (+9%)
Value$29.0M (+$2.7M)
Filed 2026-11-05
Heirloom Wealth Management
INCREASED
Shares318,868 from 52,824
Change+266,044 (+504%)
Value$28.7M (+$24.0M)
Filed 2026-10-14
B&D White Capital Company, LLC
INCREASED
Shares316,289 from 315,797
Change+492 (+0%)
Value$28.5M (+$331.7K)
Filed 2026-11-02
RED Lighthouse Investment Management, LLC
INCREASED
Shares298,827 from 298,615
Change+212 (+0%)
Value$26.9M (+$290.9K)
Filed 2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED
Shares294,863 from 288,147
Change+6,716 (+2%)
Value$26.6M (+$867.4K)
Filed 2026-10-16
Tarbox Family Office, Inc.
DECREASED
Shares294,464 from 295,495
Change-1,031 (0%)
Value$26.5M (+$176.0K)
Filed 2026-10-23
Elyxium Wealth, LLC
INCREASED
Shares290,612 from 281,339
Change+9,273 (+3%)
Value$26.2M (+$1.1M)
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares288,952 from 274,672
Change+14,280 (+5%)
Value$26.0M (+$1.5M)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
INCREASED
Shares282,892 from 272,559
Change+10,333 (+4%)
Value$25.5M (+$1.2M)
Filed 2026-11-04
International City Management Association Retirement Corp
NEW
Shares271,813
Change+271,813
Value$24.5M
Filed 2026-10-26
Cannon Financial Strategists, Inc.
INCREASED
Shares271,164 from 269,845
Change+1,319 (+0%)
Value$24.4M (+$364.4K)
Filed 2026-10-19
Freedom Financial Partners LLC
INCREASED
Shares267,051 from 260,413
Change+6,638 (+3%)
Value$24.1M (+$835.2K)
Filed 2026-10-19
Trellis Wealth Advisors LLC
DECREASED
Shares248,018 from 250,006
Change-1,988 (-1%)
Value$22.3M (+$48.3K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares247,287 from 231,308
Change+15,979 (+7%)
Value$22.3M (+$1.7M)
Filed 2026-11-04
Torren Management, LLC
DECREASED
Shares240,287 from 240,973
Change-686 (0%)
Value$21.7M (+$157.5K)
Filed 2026-10-29
Independence Bank of Kentucky
INCREASED
Shares225,968 from 208,983
Change+16,985 (+8%)
Value$20.4M (+$1.7M)
Filed 2026-10-26
Burton Enright Welch
DECREASED
Shares218,388 from 220,226
Change-1,838 (-1%)
Value$19.7M (+$34.7K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares216,952 from 203,767
Change+13,185 (+6%)
Value$19.5M (+$1.4M)
Filed 2026-10-13
Broadway Wealth Solutions, Inc.
INCREASED
Shares211,905 from 199,247
Change+12,658 (+6%)
Value$19.1M (+$1.3M)
Filed 2026-10-21
First National Bank Sioux Falls
DECREASED
Shares205,851 from 284,980
Change-79,129 (-28%)
Value$18.5M (-$7.1M)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares200,299 from 200,299
Change0 (0%)
Value$17.9M ($0)
Filed 2026-10-28
Signature Resources Capital Management, LLC
INCREASED
Shares198,056 from 193,179
Change+4,877 (+3%)
Value$17.8M (+$615.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares196,955 from 139,685
Change+57,270 (+41%)
Value$17.7M (+$5.3M)
Filed 2026-10-08
Elevation Wealth Partners, LLC
INCREASED
Shares190,450 from 180,570
Change+9,880 (+5%)
Value$17.2M (+$1.1M)
Filed 2026-10-07
Canvas Wealth Advisors, LLC
INCREASED
Shares190,174 from 185,740
Change+4,434 (+2%)
Value$17.1M (+$572.4K)
Filed 2026-11-02
Boyum Wealth Architects LLC
INCREASED
Shares188,089 from 186,730
Change+1,359 (+1%)
Value$17.0M (+$320.7K)
Filed 2026-10-06
Goldstein Advisors, LLC
INCREASED
Shares187,253 from 10,959
Change+176,294 (+1609%)
Value$16.9M (+$15.9M)
Filed 2026-10-15
Websterrogers Financial Advisors, LLC
DECREASED
Shares184,004 from 185,862
Change-1,858 (-1%)
Value$16.6M (+$1.7K)
Filed 2026-11-02
Activest Wealth Management
INCREASED
Shares182,992 from 165,184
Change+17,808 (+11%)
Value$16.5M (+$1.8M)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
INCREASED
Shares181,444 from 169,275
Change+12,169 (+7%)
Value$16.3M (+$1.3M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares180,144 from 176,772
Change+3,372 (+2%)
Value$16.2M (+$464.7K)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED
Shares179,708 from 169,952
Change+9,756 (+6%)
Value$16.2M (+$1.0M)
Filed 2026-11-03
Chilton Capital Management LLC
DECREASED
Shares179,211 from 208,056
Change-28,845 (-14%)
Value$16.1M (-$2.4M)
Filed 2026-10-28
Lifestyle Asset Management, Inc.
DECREASED
Shares178,247 from 236,820
Change-58,573 (-25%)
Value$16.1M (-$5.1M)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares176,723 from 3,551
Change+173,172 (+4877%)
Value$15.9M (+$15.6M)
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares175,768 from 175,070
Change+698 (+0%)
Value$15.8M (+$222.2K)
Filed 2026-10-16
StrongBox Wealth, LLC
INCREASED
Shares173,065 from 65,183
Change+107,882 (+166%)
Value$15.6M (+$9.8M)
Filed 2026-11-02
FSA Investment Group, LLC
INCREASED
Shares171,952 from 158,557
Change+13,395 (+8%)
Value$15.5M (+$1.4M)
Filed 2026-10-07
AWM Capital, LLC
DECREASED
Shares170,680 from 172,857
Change-2,177 (-1%)
Value$15.4M (-$38.8K)
Filed 2026-10-16
Marietta Wealth Management, LLC
DECREASED
Shares167,296 from 170,179
Change-2,883 (-2%)
Value$14.9M (-$245.5K)
Filed 2026-10-22
Heritage Family Offices, LLP
INCREASED
Shares161,576 from 132,413
Change+29,163 (+22%)
Value$14.6M (+$2.7M)
Filed 2026-11-02
Integrity Investment Advisors, LLC
INCREASED
Shares149,824 from 116,559
Change+33,265 (+29%)
Value$13.5M (+$3.1M)
Filed 2026-11-03
Advisory Resource Group
INCREASED
Shares146,410 from 146,247
Change+163 (+0%)
Value$13.2M (+$147.8K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
DECREASED
Shares143,248 from 145,160
Change-1,912 (-1%)
Value$12.9M (-$212.9K)
Filed 2026-10-29
Financial Symmetry Inc
DECREASED
Shares143,051 from 143,387
Change-336 (0%)
Value$12.9M (+$100.2K)
Filed 2026-10-06
First Hawaiian Bank
NEW
Shares142,535
Change+142,535
Value$12.8M
Filed 2026-10-14
Milestone Investment Advisors LLC
DECREASED
Shares139,578 from 144,897
Change-5,319 (-4%)
Value$12.6M (-$347.4K)
Filed 2026-11-05
Mason & Associates, LLC
INCREASED
Shares139,382 from 135,191
Change+4,191 (+3%)
Value$12.6M (+$500.7K)
Filed 2026-10-26
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares138,199 from 126,016
Change+12,183 (+10%)
Value$12.5M (+$1.2M)
Filed 2026-10-16
True North Advisors, LLC
INCREASED
Shares137,090 from 119,722
Change+17,368 (+15%)
Value$12.4M (+$1.7M)
Filed 2026-10-22
Equity Wealth Partners, LLC
INCREASED
Shares125,065 from 117,646
Change+7,419 (+6%)
Value$11.3M (+$775.6K)
Filed 2026-10-26
Redw Wealth LLC
INCREASED
Shares124,794 from 110,315
Change+14,479 (+13%)
Value$11.2M (+$1.4M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares122,373 from 34,385
Change+87,988 (+256%)
Value$11.0M (+$8.0M)
Filed 2026-10-30
Trace Wealth Advisors, LLC
UNCHANGED
Shares120,786 from 120,786
Change0 (0%)
Value$10.9M (+$109.9K)
Filed 2026-10-30
Northwest Wealth Management, LLC
DECREASED
Shares120,438 from 121,996
Change-1,558 (-1%)
Value$10.9M (-$29.3K)
Filed 2026-10-30
Watchman Group, Inc.
INCREASED
Shares118,750 from 114,677
Change+4,073 (+4%)
Value$10.7M (+$471.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares114,330 from 114,409
Change-79 (0%)
Value$10.3M (+$97.0K)
Filed 2026-10-22
Fairway Financial, LLC
NEW
Shares113,957
Change+113,957
Value$10.3M
Filed 2026-10-20
Certified Advisory Corp
INCREASED
Shares113,672 from 93,774
Change+19,898 (+21%)
Value$10.2M (+$1.9M)
Filed 2026-10-29
Vista Investment Partners LLC
INCREASED
Shares111,541 from 111,513
Change+28 (+0%)
Value$10.1M (+$104.0K)
Filed 2026-10-08
Clarity Capital Advisors, LLC
INCREASED
Shares110,388 from 110,022
Change+366 (+0%)
Value$9.9M (+$133.1K)
Filed 2026-10-27
Able Financial Group, LLC
INCREASED
Shares107,931 from 106,019
Change+1,912 (+2%)
Value$9.7M (+$268.8K)
Filed 2026-10-14
Bauman Advisory Group, LLC
INCREASED
Shares107,286 from 103,645
Change+3,641 (+4%)
Value$9.7M (+$422.4K)
Filed 2026-10-29
Petros Family Wealth, LLC
INCREASED
Shares102,494 from 89,355
Change+13,139 (+15%)
Value$9.2M (+$1.3M)
Filed 2026-10-28
Sage Rhino Capital LLC
DECREASED
Shares102,166 from 105,762
Change-3,596 (-3%)
Value$9.2M (-$227.8K)
Filed 2026-10-28
Burk Holdings LLC
DECREASED
Shares100,256 from 100,644
Change-388 (0%)
Value$9.0M (+$56.6K)
Filed 2026-11-05
Merited Wealth, LLC
INCREASED
Shares100,048 from 90,452
Change+9,596 (+11%)
Value$9.0M (+$947.0K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares99,148 from 91,762
Change+7,386 (+8%)
Value$8.9M (+$749.1K)
Filed 2026-10-08
AGH Wealth Advisors, LLC
INCREASED
Shares97,545 from 93,519
Change+4,026 (+4%)
Value$8.8M (+$448.0K)
Filed 2026-10-26
Physician Wealth Solutions Inc.
DECREASED
Shares96,708 from 112,850
Change-16,142 (-14%)
Value$8.7M (-$1.4M)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares95,782 from 92,818
Change+2,964 (+3%)
Value$8.6M (+$351.6K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
INCREASED
Shares95,751 from 19,777
Change+75,974 (+384%)
Value$8.6M (+$6.9M)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares95,547 from 81,618
Change+13,929 (+17%)
Value$8.6M (+$1.3M)
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares93,674 from 81,892
Change+11,782 (+14%)
Value$8.4M (+$1.1M)
Filed 2026-10-15
marrick wealth, LLC
INCREASED
Shares93,384 from 86,643
Change+6,741 (+8%)
Value$8.4M (+$686.2K)
Filed 2026-10-20
Western Reserve Capital Management, LLC
INCREASED
Shares92,394 from 87,826
Change+4,568 (+5%)
Value$8.3M (+$491.5K)
Filed 2026-10-14
Level Financial Advisors
INCREASED
Shares91,616 from 32,381
Change+59,235 (+183%)
Value$8.3M (+$5.4M)
Filed 2026-10-13
Madrid Wealth Management, LLC
INCREASED
Shares91,502 from 87,691
Change+3,811 (+4%)
Value$8.2M (+$423.2K)
Filed 2026-10-23
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares89,386 from 90,314
Change-928 (-1%)
Value$8.1M (-$1.4K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares88,718 from 87,157
Change+1,561 (+2%)
Value$7.9M (+$81.0K)
Filed 2026-10-27
Lane Brothers & Co Inc
DECREASED
Shares87,855 from 108,759
Change-20,904 (-19%)
Value$7.9M (-$1.8M)
Filed 2026-11-02
Holcombe Financial, Inc.
INCREASED
Shares87,516 from 86,377
Change+1,139 (+1%)
Value$7.9M (+$181.2K)
Filed 2026-10-16
Sensenig Capital Advisors, Inc
INCREASED
Shares87,492 from 76,568
Change+10,924 (+14%)
Value$7.9M (+$1.1M)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
INCREASED
Shares86,736 from 77,549
Change+9,187 (+12%)
Value$7.8M (+$898.4K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares85,919
Change+85,919
Value$7.7M
Filed 2026-10-29
Larson Financial Group LLC
DECREASED
Shares83,186 from 84,989
Change-1,803 (-2%)
Value$7.5M (-$85.1K)
Filed 2026-11-05
Interchange Capital Partners, LLC
INCREASED
Shares82,243 from 32,166
Change+50,077 (+156%)
Value$7.5M (+$4.6M)
Filed 2026-10-28
Waterfront Wealth Inc.
INCREASED
Shares81,473 from 76,945
Change+4,528 (+6%)
Value$7.3M (+$417.1K)
Filed 2026-11-03
Ferguson Johnson Wealth Management Inc
INCREASED
Shares80,966 from 74,726
Change+6,240 (+8%)
Value$7.3M (+$630.9K)
Filed 2026-11-05
Greenspring Advisors, LLC
INCREASED
Shares80,816 from 78,743
Change+2,073 (+3%)
Value$7.3M (+$258.5K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares78,611 from 78,847
Change-236 (0%)
Value$7.1M (+$50.5K)
Filed 2026-11-04
Great Point Wealth Advisors, LLC
DECREASED
Shares78,231 from 79,576
Change-1,345 (-2%)
Value$7.0M (-$48.8K)
Filed 2026-10-15
Blvd Private Wealth, LLC
INCREASED
Shares77,987 from 63,954
Change+14,033 (+22%)
Value$7.0M (+$1.3M)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares74,972 from 75,724
Change-752 (-1%)
Value$6.8M (+$331.3K)
Filed 2026-10-13
Glenview Trust Co
INCREASED
Shares72,392 from 64,070
Change+8,322 (+13%)
Value$6.5M (+$808.2K)
Filed 2026-10-28
Legacy Wealth Management, LLC / MS
INCREASED
Shares72,090 from 71,796
Change+294 (+0%)
Value$6.5M (+$91.8K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares71,327 from 70,581
Change+746 (+1%)
Value$6.4M (+$13.0K)
Filed 2026-10-09
Advisory Solutions Group, LLC
INCREASED
Shares69,882 from 11,778
Change+58,104 (+493%)
Value$6.3M (+$5.2M)
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares69,626 from 41,473
Change+28,153 (+68%)
Value$6.3M (+$2.6M)
Filed 2026-11-04
Verus Wealth Management, LLC
INCREASED
Shares68,313 from 54,437
Change+13,876 (+25%)
Value$6.2M (+$1.3M)
Filed 2026-10-13
Networth Advisors, LLC
INCREASED
Shares68,134 from 65,742
Change+2,392 (+4%)
Value$6.1M (+$275.4K)
Filed 2026-11-03
Meredith Wealth Planning
INCREASED
Shares67,564 from 64,643
Change+2,921 (+5%)
Value$6.1M (+$322.1K)
Filed 2026-10-14
ARK & TLK Investments, LLC
INCREASED
Shares63,027 from 59,953
Change+3,074 (+5%)
Value$5.7M (+$331.6K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares60,847 from 61,103
Change-256 (0%)
Value$5.5M (+$32.5K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares60,569 from 60,372
Change+197 (+0%)
Value$5.5M (+$72.7K)
Filed 2026-11-05
Bayshore Asset Management, LLC
INCREASED
Shares59,812 from 54,940
Change+4,872 (+9%)
Value$5.4M (+$457.3K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares59,482 from 61,078
Change-1,596 (-3%)
Value$5.4M (-$88.2K)
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares57,168 from 59,730
Change-2,562 (-4%)
Value$5.2M (-$176.5K)
Filed 2026-10-13
Mendota Financial Group, LLC
INCREASED
Shares56,824 from 45,946
Change+10,878 (+24%)
Value$5.1M (+$1.0M)
Filed 2026-10-07
Paladin Wealth, LLC
INCREASED
Shares56,736 from 54,834
Change+1,902 (+3%)
Value$5.1M (+$221.2K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares56,439 from 53,231
Change+3,208 (+6%)
Value$5.1M (+$289.4K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
DECREASED
Shares56,147 from 56,815
Change-668 (-1%)
Value$5.1M (-$8.5K)
Filed 2026-10-16
Valued Wealth Advisors LLC
INCREASED
Shares55,583 from 48,178
Change+7,405 (+15%)
Value$5.0M (+$711.2K)
Filed 2026-11-05
Anderson Hoagland & Co
INCREASED
Shares54,178 from 48,903
Change+5,275 (+11%)
Value$4.8M (+$472.7K)
Filed 2026-10-23
Evensky & Katz LLC
DECREASED
Shares52,918 from 53,391
Change-473 (-1%)
Value$4.8M (+$6.0K)
Filed 2026-10-27
Wheels Up Wealth, Inc.
DECREASED
Shares52,710 from 53,088
Change-378 (-1%)
Value$4.7M (+$14.2K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
DECREASED
Shares52,649 from 74,484
Change-21,835 (-29%)
Value$4.7M (-$1.9M)
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares52,168 from 49,259
Change+2,909 (+6%)
Value$4.7M (+$307.0K)
Filed 2026-10-28
Orba Wealth Advisors, L.L.C.
INCREASED
Shares51,651 from 48,214
Change+3,437 (+7%)
Value$4.7M (+$353.6K)
Filed 2026-10-23
KFG LLC
NEW
Shares51,576
Change+51,576
Value$4.6M
Filed 2026-11-02
Flagstone Financial Management
INCREASED
Shares51,380 from 50,816
Change+564 (+1%)
Value$4.6M (+$97.1K)
Filed 2026-11-05
Symmetry Partners, LLC
INCREASED
Shares51,111 from 50,836
Change+275 (+1%)
Value$4.6M (+$71.0K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares50,734 from 46,493
Change+4,241 (+9%)
Value$4.5M (+$373.1K)
Filed 2026-10-13
Grove Bank & Trust
INCREASED
Shares49,137 from 48,488
Change+649 (+1%)
Value$4.4M (+$102.6K)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares49,007 from 49,662
Change-655 (-1%)
Value$4.4M (-$13.9K)
Filed 2026-10-15
Family Office Research LLC
DECREASED
Shares48,456 from 50,225
Change-1,769 (-4%)
Value$4.4M (-$113.6K)
Filed 2026-10-14
Balance Wealth Partners LLC
INCREASED
Shares47,412 from 42,016
Change+5,396 (+13%)
Value$4.3M (+$524.4K)
Filed 2026-10-27
Cypress Point Wealth Management, LLC
INCREASED
Shares47,378 from 47,323
Change+55 (+0%)
Value$4.3M (+$48.1K)
Filed 2026-11-03
Cornerstone Wealth Partners, LLC
INCREASED
Shares46,144 from 38,322
Change+7,822 (+20%)
Value$4.2M (+$739.7K)
Filed 2026-10-28
Milestone Asset Management Group, LLC
INCREASED
Shares44,906 from 36,796
Change+8,110 (+22%)
Value$4.0M (+$764.2K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares44,689 from 44,832
Change-143 (0%)
Value$4.0M (+$28.9K)
Filed 2026-10-19
Outbound Financial Inc
DECREASED
Shares42,431 from 42,694
Change-263 (-1%)
Value$3.8M (+$15.2K)
Filed 2026-10-13
Prospect Financial Group LLC
INCREASED
Shares42,396 from 40,017
Change+2,379 (+6%)
Value$3.8M (+$250.8K)
Filed 2026-11-05
Markowski Investments
INCREASED
Shares42,145 from 42,103
Change+42 (+0%)
Value$3.8M (+$42.0K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares41,220 from 38,152
Change+3,068 (+8%)
Value$3.7M (+$311.2K)
Filed 2026-10-19
Approach Retirement Advisors, LLC
INCREASED
Shares41,208 from 38,255
Change+2,953 (+8%)
Value$3.7M (+$300.9K)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares40,884 from 40,009
Change+875 (+2%)
Value$3.7M (+$115.3K)
Filed 2026-10-21
Cap Partners, LLC
INCREASED
Shares40,871 from 39,759
Change+1,112 (+3%)
Value$3.7M (+$136.4K)
Filed 2026-10-19
Nfsg Corp
INCREASED
Shares40,853 from 22,465
Change+18,388 (+82%)
Value$3.7M (+$1.7M)
Filed 2026-10-15
Clearwave Capital, LLC
NEW
Shares40,185
Change+40,185
Value$3.6M
Filed 2026-10-27
Endeavor Private Wealth, Inc.
INCREASED
Shares39,902 from 36,685
Change+3,217 (+9%)
Value$3.6M (+$323.3K)
Filed 2026-11-05
Armbruster Capital Management, Inc.
DECREASED
Shares39,764 from 40,089
Change-325 (-1%)
Value$3.6M (+$7.2K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares39,003 from 17,704
Change+21,299 (+120%)
Value$3.5M (+$1.9M)
Filed 2026-11-04
FCG Investment Co
INCREASED
Shares38,700 from 34,931
Change+3,769 (+11%)
Value$3.5M (+$371.4K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares38,523 from 25,269
Change+13,254 (+52%)
Value$3.5M (+$1.2M)
Filed 2026-10-07
Aspirean Wealth, LLC
INCREASED
Shares38,363 from 31,850
Change+6,513 (+20%)
Value$3.5M (+$615.9K)
Filed 2026-11-03
Quarry Hill Advisors, LLC
DECREASED
Shares38,133 from 38,479
Change-346 (-1%)
Value$3.4M (+$3.9K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares37,379 from 34,632
Change+2,747 (+8%)
Value$3.4M (+$240.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares37,379 from 34,632
Change+2,747 (+8%)
Value$3.4M (+$240.0K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
INCREASED
Shares36,538 from 31,824
Change+4,714 (+15%)
Value$3.3M (+$453.7K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares35,688 from 35,797
Change-109 (0%)
Value$3.2M (+$22.8K)
Filed 2026-11-02
Aire Advisors, LLC
DECREASED
Shares34,440 from 34,867
Change-427 (-1%)
Value$3.1M (-$6.8K)
Filed 2026-10-22
Austin Asset Management Co Inc
DECREASED
Shares33,684 from 34,439
Change-755 (-2%)
Value$3.0M (-$36.7K)
Filed 2026-10-29
Evanson Financial, LLC
INCREASED
Shares32,802 from 27,414
Change+5,388 (+20%)
Value$3.0M (+$510.4K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares32,575 from 33,628
Change-1,053 (-3%)
Value$2.9M (-$64.3K)
Filed 2026-10-28
Haven Private, LLC
INCREASED
Shares31,993 from 31,609
Change+384 (+1%)
Value$2.9M (+$63.4K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares31,993 from 32,145
Change-152 (0%)
Value$2.9M (+$15.5K)
Filed 2026-10-23
Factor Wealth Management LTD
DECREASED
Shares31,457 from 32,010
Change-553 (-2%)
Value$2.8M (-$20.7K)
Filed 2026-10-08
Marathon Wealth Advisors LLC
INCREASED
Shares30,812 from 30,728
Change+84 (+0%)
Value$2.8M (+$35.5K)
Filed 2026-11-04
Sunpointe, LLC
UNCHANGED
Shares30,263 from 30,263
Change0 (0%)
Value$2.7M (+$27.5K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares29,626 from 27,221
Change+2,405 (+9%)
Value$2.7M (+$241.5K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED
Shares29,576 from 27,189
Change+2,387 (+9%)
Value$2.7M (+$239.9K)
Filed 2026-10-22
Prosperity Planning, Inc.
INCREASED
Shares29,547 from 28,436
Change+1,111 (+4%)
Value$2.7M (+$125.9K)
Filed 2026-10-09
Transcendent Capital Group LLC
INCREASED
Shares27,996 from 27,813
Change+183 (+1%)
Value$2.5M (+$41.9K)
Filed 2026-10-28
National Wealth Management Group, LLC
NEW
Shares27,917
Change+27,917
Value$2.5M
Filed 2026-10-26
Ceera Investments, LLC
NEW
Shares27,534
Change+27,534
Value$2.5M
Filed 2026-11-02
Nova R Wealth, Inc.
DECREASED
Shares27,232 from 29,456
Change-2,224 (-8%)
Value$2.5M (-$173.6K)
Filed 2026-10-26
RAM Investment Partners, LLC
INCREASED
Shares26,822 from 25,502
Change+1,320 (+5%)
Value$2.4M (+$142.2K)
Filed 2026-10-21
Pacific Asset Management, LLC
INCREASED
Shares25,716 from 24,765
Change+951 (+4%)
Value$2.3M (+$108.2K)
Filed 2026-10-15
Collective Family Office LLC
DECREASED
Shares25,472 from 25,622
Change-150 (-1%)
Value$2.3M (+$9.8K)
Filed 2026-10-05
LAM Group, Inc.
INCREASED
Shares25,450 from 24,665
Change+785 (+3%)
Value$2.3M (+$93.2K)
Filed 2026-10-26
Abacus Planning Group, Inc.
DECREASED
Shares24,871 from 27,178
Change-2,307 (-8%)
Value$2.2M (-$183.2K)
Filed 2026-11-02
Berman McAleer LLC
UNCHANGED
Shares23,509 from 23,509
Change0 (0%)
Value$2.1M (+$21.4K)
Filed 2026-10-16
Brown Financial Advisory
DECREASED
Shares23,358 from 25,603
Change-2,245 (-9%)
Value$2.1M (-$179.0K)
Filed 2026-11-05
Avant Financial Advisors LLC
INCREASED
Shares23,306 from 21,666
Change+1,640 (+8%)
Value$2.1M (+$167.5K)
Filed 2026-11-02
Fonville Wealth Management LLC
UNCHANGED
Shares22,681 from 22,681
Change0 (0%)
Value$2.0M (+$20.6K)
Filed 2026-10-28
RFG Advisory, LLC
NEW
Shares22,635
Change+22,635
Value$2.0M
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares22,635 from 21,978
Change+657 (+3%)
Value$2.0M (+$80.0K)
Filed 2026-10-22
Legacy Financial Group, Inc.
NEW
Shares21,957
Change+21,957
Value$2.0M
Filed 2026-10-21
Private Wealth Management Group, LLC
DECREASED
Shares21,792 from 25,492
Change-3,700 (-15%)
Value$2.0M (-$310.2K)
Filed 2026-10-19
Clear Point Advisors Inc.
INCREASED
Shares21,611 from 21,348
Change+263 (+1%)
Value$1.9M (+$43.2K)
Filed 2026-10-30
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares21,551 from 21,551
Change0 (0%)
Value$1.9M (+$19.6K)
Filed 2026-11-05
Trademark Financial Management, LLC
DECREASED
Shares21,351 from 25,569
Change-4,218 (-16%)
Value$1.9M (-$356.8K)
Filed 2026-10-23
Tandem Investment Partners LLC
INCREASED
Shares21,107 from 19,142
Change+1,965 (+10%)
Value$1.9M (+$194.5K)
Filed 2026-10-16
Thayer Financial, L.L.C.
DECREASED
Shares21,007 from 22,305
Change-1,298 (-6%)
Value$1.9M (-$112.6K)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares20,351 from 17,134
Change+3,217 (+19%)
Value$1.8M (+$305.5K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares20,296 from 17,274
Change+3,022 (+17%)
Value$1.8M (+$288.0K)
Filed 2026-10-30
Narus Financial Partners, LLC
INCREASED
Shares19,616 from 10,829
Change+8,787 (+81%)
Value$1.8M (+$801.7K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
INCREASED
Shares19,437 from 16,121
Change+3,316 (+21%)
Value$1.8M (+$313.6K)
Filed 2026-10-23
GEM Asset Management, LLC
INCREASED
Shares19,408 from 13,010
Change+6,398 (+49%)
Value$1.7M (+$588.4K)
Filed 2026-10-13
Riverchase Wealth Management, LLC
INCREASED
Shares18,666 from 16,849
Change+1,817 (+11%)
Value$1.7M (+$179.1K)
Filed 2026-10-28
USAdvisors Wealth Management, LLC
INCREASED
Shares18,562 from 18,118
Change+444 (+2%)
Value$1.7M (+$56.0K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares18,531 from 18,392
Change+139 (+1%)
Value$1.7M (+$29.3K)
Filed 2026-10-20
Seed Wealth Management, Inc.
DECREASED
Shares18,065 from 21,865
Change-3,800 (-17%)
Value$1.6M (-$322.5K)
Filed 2026-10-20
Leading Edge Financial Planning LLC
INCREASED
Shares17,996 from 16,549
Change+1,447 (+9%)
Value$1.6M (+$145.4K)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares17,836 from 15,748
Change+2,088 (+13%)
Value$1.6M (+$202.5K)
Filed 2026-10-19
EnRich Financial Partners LLC
INCREASED
Shares17,669 from 17,073
Change+596 (+3%)
Value$1.6M (+$69.2K)
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares17,354 from 40,433
Change-23,079 (-57%)
Value$1.6M (-$2.0M)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares17,321 from 19,994
Change-2,673 (-13%)
Value$1.6M (-$222.7K)
Filed 2026-10-23
Accredited Investors Inc.
INCREASED
Shares16,694 from 16,377
Change+317 (+2%)
Value$1.5M (+$43.5K)
Filed 2026-11-03
Breakwater Capital Group
UNCHANGED
Shares16,687 from 16,687
Change0 (0%)
Value$1.5M (+$15.2K)
Filed 2026-10-09
Allodium Investment Consultants, LLC
INCREASED
Shares16,452 from 12,300
Change+4,152 (+34%)
Value$1.5M (+$385.3K)
Filed 2026-10-14
Financial Management Network Inc
INCREASED
Shares16,265 from 14,765
Change+1,500 (+10%)
Value$1.5M (+$150.2K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
DECREASED
Shares16,031 from 17,090
Change-1,059 (-6%)
Value$1.4M (-$79.9K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares15,887 from 12,632
Change+3,255 (+26%)
Value$1.4M (+$304.8K)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares15,886 from 16,470
Change-584 (-4%)
Value$1.4M (-$37.6K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares15,870 from 16,213
Change-343 (-2%)
Value$1.4M (-$16.2K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares15,500 from 13,750
Change+1,750 (+13%)
Value$1.4M (+$170.2K)
Filed 2026-10-23
Parsons Capital Management Inc
INCREASED
Shares15,281 from 14,089
Change+1,192 (+8%)
Value$1.4M (+$120.2K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares15,118 from 6,850
Change+8,268 (+121%)
Value$1.4M (+$751.3K)
Filed 2026-10-15
Frankly Finances, LLC
INCREASED
Shares15,080 from 14,530
Change+550 (+4%)
Value$1.4M (+$62.8K)
Filed 2026-10-28
Financial Partners Group, Inc
DECREASED
Shares14,838 from 15,118
Change-280 (-2%)
Value$1.3M (-$11.5K)
Filed 2026-10-19
Life Planning Partners, Inc
DECREASED
Shares14,596 from 15,250
Change-654 (-4%)
Value$1.3M (-$45.1K)
Filed 2026-10-28
ATX Financial Planning, LLC
DECREASED
Shares14,328 from 16,502
Change-2,174 (-13%)
Value$1.3M (-$180.9K)
Filed 2026-10-14
Hardin Capital Partners, LLC
INCREASED
Shares14,150 from 13,599
Change+551 (+4%)
Value$1.3M (+$61.2K)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares14,113 from 12,916
Change+1,197 (+9%)
Value$1.3M (+$108.7K)
Filed 2026-10-30
Coquina Private Wealth LLC
INCREASED
Shares13,980 from 13,885
Change+95 (+1%)
Value$1.3M (+$21.2K)
Filed 2026-10-27
Keybank National Association
INCREASED
Shares13,416 from 8,887
Change+4,529 (+51%)
Value$1.2M (+$416.2K)
Filed 2026-11-04
RW Investment Management LLC
UNCHANGED
Shares13,273 from 13,273
Change0 (0%)
Value$1.2M (+$12.1K)
Filed 2026-11-03
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares12,924 from 13,571
Change-647 (-5%)
Value$1.2M (-$45.9K)
Filed 2026-10-22
Aurelius Family Office LLC
DECREASED
Shares12,696 from 13,218
Change-522 (-4%)
Value$1.1M (-$35.0K)
Filed 2026-10-23
Ifrah Financial Services, Inc.
DECREASED
Shares10,957 from 11,078
Change-121 (-1%)
Value$987.3K (-$808)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares10,849 from 9,354
Change+1,495 (+16%)
Value$977.6K (+$143.3K)
Filed 2026-11-05
Financial Futures Ltd Liability Co.
DECREASED
Shares10,830 from 11,343
Change-513 (-5%)
Value$975.9K (-$35.9K)
Filed 2026-10-13
Freedom Day Solutions, LLC
UNCHANGED
Shares10,676 from 10,676
Change0 (0%)
Value$962.0K (+$9.7K)
Filed 2026-10-20
Wealth Preservation Advisors, LLC
NEW
Shares10,645
Change+10,645
Value$959.2K
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares10,576 from 10,731
Change-155 (-1%)
Value$953.0K (-$4.2K)
Filed 2026-10-13
SRH Advisors, LLC
INCREASED
Shares10,506 from 9,212
Change+1,294 (+14%)
Value$946.7K (+$125.0K)
Filed 2026-10-22
Sprinkle Financial Consultants LLC
INCREASED
Shares10,455 from 6,322
Change+4,133 (+65%)
Value$942.2K (+$378.3K)
Filed 2026-10-09
Bison Wealth, LLC
DECREASED
Shares10,429 from 10,791
Change-362 (-3%)
Value$934.3K (-$46.3K)
Filed 2026-10-13
Decker Retirement Planning Inc.
INCREASED
Shares10,116 from 10,106
Change+10 (+0%)
Value$911.5K (+$10.1K)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares10,002 from 6,011
Change+3,991 (+66%)
Value$901.2K (+$365.1K)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares9,752 from 9,939
Change-187 (-2%)
Value$878.7K (-$7.9K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
INCREASED
Shares9,746 from 9,059
Change+687 (+8%)
Value$878.2K (+$70.1K)
Filed 2026-10-30
Jm2 Capital Inc.
INCREASED
Shares9,666 from 9,284
Change+382 (+4%)
Value$871.0K (+$42.8K)
Filed 2026-10-14
Trust Co
INCREASED
Shares9,628 from 4,901
Change+4,727 (+96%)
Value$867.6K (+$430.4K)
Filed 2026-10-09
MN Wealth Advisors, LLC
INCREASED
Shares9,505 from 9,417
Change+88 (+1%)
Value$856.6K (+$16.6K)
Filed 2026-10-23
Visionary Horizons, LLC
DECREASED
Shares9,281 from 10,015
Change-734 (-7%)
Value$836.4K (-$57.0K)
Filed 2026-10-22
Ridgeline Wealth, LLC
DECREASED
Shares9,041 from 9,328
Change-287 (-3%)
Value$814.2K (-$17.9K)
Filed 2026-10-14
Forum Financial Management, LP
INCREASED
Shares8,904 from 8,832
Change+72 (+1%)
Value$802.3K (+$14.5K)
Filed 2026-10-16
Revolve Wealth Partners, LLC
UNCHANGED
Shares8,618 from 8,618
Change0 (0%)
Value$776.5K (+$7.8K)
Filed 2026-10-23
Bannerman Wealth Management Group, LLC
DECREASED
Shares8,428 from 8,454
Change-26 (0%)
Value$759.5K (+$5.4K)
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
INCREASED
Shares8,405 from 3,655
Change+4,750 (+130%)
Value$757.4K (+$431.3K)
Filed 2026-11-02
Andrews, Lucia Wealth Management LLC
INCREASED
Shares8,161 from 8,140
Change+21 (+0%)
Value$735.4K (+$9.3K)
Filed 2026-11-02
Kooman & Associates
INCREASED
Shares8,018 from 7,867
Change+151 (+2%)
Value$722.5K (+$20.8K)
Filed 2026-10-21
Directional Asset Management
INCREASED
Shares8,012 from 6,226
Change+1,786 (+29%)
Value$721.9K (+$166.6K)
Filed 2026-10-22
Peck Wealth Management, LLC
INCREASED
Shares7,810 from 7,520
Change+290 (+4%)
Value$703.8K (+$33.0K)
Filed 2026-10-29
Lauterbach Financial Advisors, LLC
INCREASED
Shares7,644 from 5,373
Change+2,271 (+42%)
Value$688.8K (+$209.5K)
Filed 2026-10-21
Elevation Wealth Management LLC
NEW
Shares7,469
Change+7,469
Value$673.0K
Filed 2026-11-02
Thrive Wealth Management, LLC
UNCHANGED
Shares7,369 from 7,369
Change0 (0%)
Value$664.0K (+$6.7K)
Filed 2026-10-13
Hill Island Financial LLC
NEW
Shares7,352
Change+7,352
Value$662.5K
Filed 2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED
Shares7,110 from 7,110
Change0 (0%)
Value$640.7K (+$6.5K)
Filed 2026-11-02
Foundry Financial LLC
INCREASED
Shares6,975 from 5,803
Change+1,172 (+20%)
Value$628.5K (+$110.9K)
Filed 2026-10-16
Avior Wealth Management, LLC
UNCHANGED
Shares6,973 from 6,973
Change0 (0%)
Value$628.3K (+$6.3K)
Filed 2026-10-13
Cooper S Advisors, LLC
INCREASED
Shares6,883 from 6,859
Change+24 (+0%)
Value$620.2K (+$8.4K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares6,843 from 6,743
Change+100 (+1%)
Value$616.6K (+$15.1K)
Filed 2026-10-28
Navigoe, LLC
UNCHANGED
Shares6,751 from 6,751
Change0 (0%)
Value$608.0K (+$6.0K)
Filed 2026-11-04
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares6,692 from 4,867
Change+1,825 (+38%)
Value$603.0K (+$168.9K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares6,521 from 6,032
Change+489 (+8%)
Value$587.6K (+$49.6K)
Filed 2026-10-20
Prosperitas Financial LLC
INCREASED
Shares6,430 from 5,009
Change+1,421 (+28%)
Value$579.4K (+$132.6K)
Filed 2026-10-28
BIP Wealth, LLC
NEW
Shares6,190
Change+6,190
Value$557.8K
Filed 2026-10-22
Granite Islands Private Wealth, LLC
NEW
Shares6,131
Change+6,131
Value$552.4K
Filed 2026-10-16
Ares Financial Consulting, LLC
INCREASED
Shares6,016 from 5,995
Change+21 (+0%)
Value$542.1K (+$7.3K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares5,919 from 5,266
Change+653 (+12%)
Value$533.3K (+$63.6K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares5,903 from 6,098
Change-195 (-3%)
Value$531.9K (-$12.0K)
Filed 2026-10-30
Pinnacle Associates LTD
NEW
Shares5,792
Change+5,792
Value$521.9K
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares5,600
Change+5,600
Value$504.6K
Filed 2026-10-23
RMR Wealth Builders
INCREASED
Shares5,516 from 5,515
Change+1 (+0%)
Value$497.0K (+$5.1K)
Filed 2026-10-22
New Dimensions Wealth Management, LLC
UNCHANGED
Shares5,465 from 5,465
Change0 (0%)
Value$492.5K (+$5.0K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares5,404 from 5,640
Change-236 (-4%)
Value$487.0K (-$16.1K)
Filed 2026-11-05
Parcion Private Wealth LLC
UNCHANGED
Shares5,390 from 5,390
Change0 (0%)
Value$485.7K (+$4.9K)
Filed 2026-10-28
Citizens Financial Group Inc
UNCHANGED
Shares5,346 from 5,346
Change0 (0%)
Value$481.7K (+$4.9K)
Filed 2026-10-23
QTR Family Wealth, LLC
INCREASED
Shares5,236 from 3,792
Change+1,444 (+38%)
Value$471.8K (+$133.6K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
INCREASED
Shares5,201 from 4,641
Change+560 (+12%)
Value$468.7K (+$54.7K)
Filed 2026-10-26
Platt Wealth Management LLC
INCREASED
Shares5,185 from 4,477
Change+708 (+16%)
Value$467.0K (+$68.0K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
INCREASED
Shares5,140 from 2,280
Change+2,860 (+125%)
Value$463.2K (+$259.8K)
Filed 2026-10-30
KFA Private Wealth Group, LLC
DECREASED
Shares5,091 from 5,351
Change-260 (-5%)
Value$458.8K (-$18.6K)
Filed 2026-10-07
Intelligent Financial Strategies
UNCHANGED
Shares5,090 from 5,090
Change0 (0%)
Value$458.6K (+$4.6K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares5,061 from 5,052
Change+9 (+0%)
Value$456.1K (+$5.4K)
Filed 2026-11-02
Tortuga Wealth Management, Inc
INCREASED
Shares4,896 from 3,897
Change+999 (+26%)
Value$441.9K (+$94.3K)
Filed 2026-10-27
A4 Wealth Advisors LLC
DECREASED
Shares4,790 from 5,185
Change-395 (-8%)
Value$431.6K (-$30.9K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares4,722
Change+4,722
Value$435.2K
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares4,597 from 2,431
Change+2,166 (+89%)
Value$414.2K (+$197.4K)
Filed 2026-10-16
Aspiriant, LLC
DECREASED
Shares4,548 from 5,112
Change-564 (-11%)
Value$409.8K (-$46.2K)
Filed 2026-10-16
Mainsail Asset Management, LLC
INCREASED
Shares4,528 from 4,282
Change+246 (+6%)
Value$410.1K (+$27.6K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares4,481 from 4,800
Change-319 (-7%)
Value$403.8K (-$24.4K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares4,474 from 634
Change+3,840 (+606%)
Value$403.1K (+$346.6K)
Filed 2026-10-28
Oceanside Advisors LLC
INCREASED
Shares4,460 from 4,420
Change+40 (+1%)
Value$401.9K (+$7.6K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares4,444 from 4,393
Change+51 (+1%)
Value$400.4K (+$8.6K)
Filed 2026-11-04
BFI Wealth Solutions, LLC
DECREASED
Shares4,346 from 4,347
Change-1 (0%)
Value$391.7K (+$4.0K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares4,340 from 7,587
Change-3,247 (-43%)
Value$391.0K (-$285.7K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares4,279 from 3,794
Change+485 (+13%)
Value$385.6K (+$38.2K)
Filed 2026-10-26
Alkeme Wealth, LLC
UNCHANGED
Shares4,271 from 4,271
Change0 (0%)
Value$384.9K (+$3.9K)
Filed 2026-10-08
Acorn Creek Capital LLC
NEW
Shares4,192
Change+4,192
Value$377.8K
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,143 from 4,131
Change+12 (+0%)
Value$373.3K (+$4.7K)
Filed 2026-11-05
Summit Financial Strategies, Inc.
UNCHANGED
Shares4,132 from 4,132
Change0 (0%)
Value$372.3K (+$3.8K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
UNCHANGED
Shares4,125 from 4,125
Change0 (0%)
Value$371.7K (+$3.8K)
Filed 2026-11-03
Mallini Complete Financial Planning LLC
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$363.4K (+$3.7K)
Filed 2026-10-06
Stonehearth Capital Management, LLC
UNCHANGED
Shares3,914 from 3,914
Change0 (0%)
Value$352.7K (+$3.6K)
Filed 2026-10-13
Lunt Capital Management, Inc.
UNCHANGED
Shares3,910 from 3,910
Change0 (0%)
Value$352.3K (+$3.6K)
Filed 2026-10-30
Rinkey Investments
INCREASED
Shares3,898 from 3,588
Change+310 (+9%)
Value$351.3K (+$31.3K)
Filed 2026-10-28
Flynn Zito Capital Management, LLC
INCREASED
Shares3,847 from 3,833
Change+14 (+0%)
Value$346.6K (+$4.7K)
Filed 2026-11-04
Atlas Brown,Inc.
INCREASED
Shares3,838 from 3,673
Change+165 (+4%)
Value$345.8K (+$18.3K)
Filed 2026-10-09
Ritholtz Wealth Management
INCREASED
Shares3,768 from 3,452
Change+316 (+9%)
Value$339.6K (+$31.7K)
Filed 2026-11-05
XY Planning Network, Inc.
DECREASED
Shares3,707 from 3,801
Change-94 (-2%)
Value$334.1K (-$5.0K)
Filed 2026-10-14
Atala Financial Inc
DECREASED
Shares3,663 from 4,603
Change-940 (-20%)
Value$330.1K (-$80.5K)
Filed 2026-10-22
Jacobi Capital Management LLC
DECREASED
Shares3,643 from 3,669
Change-26 (-1%)
Value$328.3K (+$1.0K)
Filed 2026-11-05
Santori & Peters, Inc.
INCREASED
Shares3,596 from 3,483
Change+113 (+3%)
Value$324.0K (+$13.3K)
Filed 2026-10-26
Soltis Investment Advisors LLC
NEW
Shares3,507
Change+3,507
Value$316.0K
Filed 2026-10-28
Daymark Wealth Partners, LLC
NEW
Shares3,336
Change+3,336
Value$300.6K
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares3,334 from 3,166
Change+168 (+5%)
Value$300.4K (+$18.0K)
Filed 2026-10-22
Thrivent Financial for Lutherans
UNCHANGED
Shares3,291 from 3,291
Change0 (0%)
Value$294.0K ($0)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares3,280 from 326
Change+2,954 (+906%)
Value$292.8K (+$263.7K)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares3,279 from 3,321
Change-42 (-1%)
Value$295.5K (-$762)
Filed 2026-11-05
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares3,253 from 2,971
Change+282 (+9%)
Value$293.1K (+$28.1K)
Filed 2026-10-15
Simon Quick Advisors, LLC
NEW
Shares3,160
Change+3,160
Value$284.7K
Filed 2026-10-26
Well Done, LLC
DECREASED
Shares3,025 from 3,314
Change-289 (-9%)
Value$272.6K (-$23.0K)
Filed 2026-10-20
Prudent Investor Advisors, LLC
NEW
Shares2,969
Change+2,969
Value$267.5K
Filed 2026-10-22
Global Trust Wealth Management LLC
UNCHANGED
Shares2,951 from 2,951
Change0 (0%)
Value$265.9K (+$2.7K)
Filed 2026-10-14
Oppenheimer & Co Inc
NEW
Shares2,917
Change+2,917
Value$262.9K
Filed 2026-10-26
SpringVest Wealth Management LLC
NEW
Shares2,856
Change+2,856
Value$257.4K
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$257.4K (+$2.6K)
Filed 2026-10-29
Entrewealth, LLC
UNCHANGED
Shares2,842 from 2,842
Change0 (0%)
Value$256.1K (-$8.0K)
Filed 2026-10-14
O'Connor Financial Group LLC
NEW
Shares2,820
Change+2,820
Value$254.1K
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$238.7K ($0)
Filed 2026-10-06
True Link Financial Advisors, LLC
DECREASED
Shares2,613 from 2,656
Change-43 (-2%)
Value$235.5K (-$1.5K)
Filed 2026-10-27
Parkshore Wealth Management, Inc.
INCREASED
Shares2,503 from 2,498
Change+5 (+0%)
Value$225.6K (+$2.8K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares2,477 from 2,470
Change+7 (+0%)
Value$222.4K (+$2.1K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares2,470 from 2,245
Change+225 (+10%)
Value$222.5K (+$22.3K)
Filed 2026-10-21
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$221.2K (+$2.2K)
Filed 2026-10-27
Accel Wealth Management
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$214.7K (+$2.2K)
Filed 2026-10-13
Verus Financial Partners, Inc.
INCREASED
Shares2,375 from 2,366
Change+9 (+0%)
Value$214.0K (+$2.9K)
Filed 2026-10-29
Redwood Financial Network Corp
NEW
Shares2,355
Change+2,355
Value$212.2K
Filed 2026-11-03
Fermata Advisors, LLC
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$210.6K (+$2.1K)
Filed 2026-10-13
Detalus Advisors, LLC
NEW
Shares2,336
Change+2,336
Value$210.5K
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares2,257 from 2,257
Change0 (0%)
Value$203.4K (+$2.1K)
Filed 2026-10-15
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,253 from 2,248
Change+5 (+0%)
Value$203.0K (+$2.5K)
Filed 2026-11-02
RHL Group, LLC
INCREASED
Shares2,169 from 1,355
Change+814 (+60%)
Value$195.5K (+$74.9K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares2,108 from 1,808
Change+300 (+17%)
Value$190.0K (+$28.7K)
Filed 2026-10-26
MidAtlantic Capital Management, Inc.
NEW
Shares2,026
Change+2,026
Value$182.6K
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares1,973 from 2,074
Change-101 (-5%)
Value$177.8K (-$7.2K)
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares1,969 from 2,006
Change-37 (-2%)
Value$177.4K (-$1.6K)
Filed 2026-10-29
Salomon & Ludwin, LLC
DECREASED
Shares1,869 from 1,890
Change-21 (-1%)
Value$168.4K (+$225)
Filed 2026-10-29
1620 Investment Advisors, Inc.
DECREASED
Shares1,843 from 2,062
Change-219 (-11%)
Value$166.0K (-$17.9K)
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares1,842
Change+1,842
Value$166.0K
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$151.4K (+$68)
Filed 2026-10-29
Creative Capital Management Investments LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$148.6K (+$1.5K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
NEW
Shares1,625
Change+1,625
Value$146.4K
Filed 2026-10-16
Bank of New Hampshire
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$145.3K (+$1.5K)
Filed 2026-10-06
Mather Group, Llc.
DECREASED
Shares1,610 from 1,761
Change-151 (-9%)
Value$145.1K (-$12.0K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares1,608 from 1,808
Change-200 (-11%)
Value$144.9K (-$16.4K)
Filed 2026-11-02
Redwood Park Advisors LLC
INCREASED
Shares1,438 from 1,434
Change+4 (+0%)
Value$129.5K (+$1.6K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares1,345
Change+1,345
Value$121.2K
Filed 2026-10-21
Arlington Trust Co LLC
DECREASED
Shares1,293 from 1,693
Change-400 (-24%)
Value$116.5K (-$34.5K)
Filed 2026-10-20
Kings Path Partners LLC
INCREASED
Shares1,288 from 862
Change+426 (+49%)
Value$116.1K (+$39.2K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
DECREASED
Shares1,228 from 1,247
Change-19 (-2%)
Value$110.7K (-$579)
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$101.8K (+$1.0K)
Filed 2026-10-19
AlphaCore Capital LLC
NEW
Shares1,126
Change+1,126
Value$101.5K
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares1,119 from 496
Change+623 (+126%)
Value$100.8K (+$56.6K)
Filed 2026-10-26
Monetary Solutions, Ltd
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$93.3K (+$942)
Filed 2026-10-22
Evolution Wealth Management Inc.
DECREASED
Shares1,023 from 1,287
Change-264 (-21%)
Value$92.2K (-$22.6K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED
Shares1,001 from 2,769
Change-1,768 (-64%)
Value$90.3K (-$156.8K)
Filed 2026-10-27
Nemes Rush Group LLC
INCREASED
Shares845 from 836
Change+9 (+1%)
Value$76.2K (+$1.6K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares680 from 566
Change+114 (+20%)
Value$61.3K (+$10.8K)
Filed 2026-10-05
Your Advocates Ltd., LLP
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$58.4K (+$589)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares525
Change+525
Value$47.3K
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$46.7K (+$471)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED
Shares502 from 446
Change+56 (+13%)
Value$36.0K (+$5)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$44.8K (+$452)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares495 from 371
Change+124 (+33%)
Value$44.6K (+$11.5K)
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$43.7K (+$441)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$39.1K (+$395)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares400 from 85
Change+315 (+371%)
Value$36.0K (+$28.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares308
Change+308
Value$26.8K
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares298
Change+298
Value$26.9K
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares262 from 238
Change+24 (+10%)
Value$23.6K (+$2.4K)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares252 from 216
Change+36 (+17%)
Value$22.7K (+$3.4K)
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares228 from 1,713
Change-1,485 (-87%)
Value$20.5K (-$132.3K)
Filed 2026-10-15
Elevate Wealth Advisory, Inc
INCREASED
Shares228 from 224
Change+4 (+2%)
Value$20.5K (+$564)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$20.5K (+$207)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$19.6K (+$198)
Filed 2026-10-30
McCarley & Cook Financial Planners
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$19.4K (+$196)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares212
Change+212
Value$19.1K
Filed 2026-10-28
Albion Financial Group
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.0K (+$182)
Filed 2026-10-21
Family Capital Trust Co
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$15.0K (+$150)
Filed 2026-10-22
Rossby Financial, LCC
NEW
Shares163
Change+163
Value$14.7K
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares163 from 115
Change+48 (+42%)
Value$14.7K (+$4.4K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$12.6K (+$127)
Filed 2026-10-21
Citigroup Inc
NEW
Shares121
Change+121
Value$10.9K
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$9.7K (-$62)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
NEW
Shares106
Change+106
Value$9.6K
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$9.2K (+$93)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.2K (+$73)
Filed 2026-10-20
Bfsg, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.4K (+$55)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.9K (+$66)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.8K (+$48)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.1K (+$42)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.1K (+$42)
Filed 2026-10-14
Accordant Advisory Group Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.6K (+$37)
Filed 2026-10-29
First Command Advisory Services, Inc.
NEW
Shares39
Change+39
Value$3.5K
Filed 2026-11-05
Nova Financial LLC
NEW
Shares32
Change+32
Value$2.9K
Filed 2026-11-04
Archer Investment Corp
DECREASED
Shares30 from 422
Change-392 (-93%)
Value$2.7K (-$34.9K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
DECREASED
Shares26 from 589
Change-563 (-96%)
Value$2.3K (-$50.2K)
Filed 2026-10-19
Lodestone Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$928 (+$13)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
NEW
Shares7
Change+7
Value$631
Filed 2026-10-26
Indiana Trust & Investment Management Co
NEW
Shares5
Change+5
Value$451
Filed 2026-10-22
New England Capital Financial Advisors LLC
NEW
Shares1
Change+1
Value$91
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 160,596
Change-160,596 (-100%)
Value$0 (-$14.3M)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 132,413
Change-132,413 (-100%)
Value$0 (-$11.8M)
Filed 2026-10-27
Providence First Trust Co
CLOSED
Shares0 from 15,638
Change-15,638 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
Nations Financial Group Inc,
CLOSED
Shares0 from 4,497
Change-4,497 (-100%)
Value$0 (-$401.1K)
Filed 2026-11-05
Cypress Wealth Services, LLC
CLOSED
Shares0 from 3,881
Change-3,881 (-100%)
Value$0 (-$346.2K)
Filed 2026-10-21
Paragon Advisors, LLC
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-03
Trust Co of Toledo NA
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$178.4K)
Filed 2026-10-16
Westside Investment Management, Inc.
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$39.2K)
Filed 2026-11-02
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-01
Ameriprise Financial Inc
N/A
Shares— from 8,831,440
Change-8,831,440 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 6,138,581
Change-6,138,581 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,634,103
Change-5,634,103 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,248,750
Change-5,248,750 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,397,843
Change-4,397,843 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,388,303
Change-4,388,303 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,148,065
Change-4,148,065 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,267,330
Change-3,267,330 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,886,060
Change-2,886,060 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,673,605
Change-2,673,605 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,854,102
Change-1,854,102 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,755,170
Change-1,755,170 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,727,133
Change-1,727,133 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,542,262
Change-1,542,262 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,222,477
Change-1,222,477 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,209,058
Change-1,209,058 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,178,813
Change-1,178,813 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 926,373
Change-926,373 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 876,278
Change-876,278 (-100%)
Value—
&partners
N/A
Shares— from 858,519
Change-858,519 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 846,764
Change-846,764 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 773,812
Change-773,812 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 748,227
Change-748,227 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 723,784
Change-723,784 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 607,391
Change-607,391 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 599,240
Change-599,240 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 587,109
Change-587,109 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 585,863
Change-585,863 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 555,377
Change-555,377 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 554,433
Change-554,433 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 543,156
Change-543,156 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 529,917
Change-529,917 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 504,383
Change-504,383 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 475,617
Change-475,617 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 457,745
Change-457,745 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 449,387
Change-449,387 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 434,018
Change-434,018 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 419,960
Change-419,960 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 414,689
Change-414,689 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 410,408
Change-410,408 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 398,427
Change-398,427 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 386,895
Change-386,895 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 381,816
Change-381,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 354,773
Change-354,773 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 353,800
Change-353,800 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 352,258
Change-352,258 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 330,466
Change-330,466 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 314,914
Change-314,914 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 306,872
Change-306,872 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 298,688
Change-298,688 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 298,639
Change-298,639 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 296,039
Change-296,039 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 295,581
Change-295,581 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 292,710
Change-292,710 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 288,960
Change-288,960 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 287,431
Change-287,431 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 282,879
Change-282,879 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 278,559
Change-278,559 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 276,538
Change-276,538 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 272,600
Change-272,600 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 261,549
Change-261,549 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 261,261
Change-261,261 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 260,135
Change-260,135 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 250,119
Change-250,119 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 240,553
Change-240,553 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 236,996
Change-236,996 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 236,843
Change-236,843 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 231,296
Change-231,296 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 230,952
Change-230,952 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 211,545
Change-211,545 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 208,978
Change-208,978 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 207,668
Change-207,668 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 201,273
Change-201,273 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 194,650
Change-194,650 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 194,245
Change-194,245 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 186,437
Change-186,437 (-100%)
Value—
Stephens Inc
N/A
Shares— from 186,102
Change-186,102 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 186,014
Change-186,014 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 182,184
Change-182,184 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 174,309
Change-174,309 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 172,821
Change-172,821 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 163,921
Change-163,921 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 145,448
Change-145,448 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 144,861
Change-144,861 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 144,092
Change-144,092 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 135,655
Change-135,655 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 135,085
Change-135,085 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 134,380
Change-134,380 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 131,052
Change-131,052 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 129,560
Change-129,560 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 121,332
Change-121,332 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 121,023
Change-121,023 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 117,917
Change-117,917 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 114,206
Change-114,206 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 112,569
Change-112,569 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 112,133
Change-112,133 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 111,310
Change-111,310 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 109,637
Change-109,637 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 108,778
Change-108,778 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 104,669
Change-104,669 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 104,491
Change-104,491 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 95,262
Change-95,262 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 91,265
Change-91,265 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 89,459
Change-89,459 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 85,690
Change-85,690 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 84,270
Change-84,270 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 83,176
Change-83,176 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 82,988
Change-82,988 (-100%)
Value—
Croban
N/A
Shares— from 81,670
Change-81,670 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 77,234
Change-77,234 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 76,825
Change-76,825 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 76,606
Change-76,606 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 74,037
Change-74,037 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 73,451
Change-73,451 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 72,728
Change-72,728 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 72,279
Change-72,279 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 70,736
Change-70,736 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 69,309
Change-69,309 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 67,572
Change-67,572 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 63,499
Change-63,499 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 60,054
Change-60,054 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 59,599
Change-59,599 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 56,639
Change-56,639 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 55,693
Change-55,693 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 54,809
Change-54,809 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 54,176
Change-54,176 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 53,275
Change-53,275 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 48,124
Change-48,124 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 47,680
Change-47,680 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 47,536
Change-47,536 (-100%)
Value—
Motco
N/A
Shares— from 46,937
Change-46,937 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 45,515
Change-45,515 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 44,936
Change-44,936 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44,195
Change-44,195 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 43,312
Change-43,312 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 43,202
Change-43,202 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 42,458
Change-42,458 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 42,396
Change-42,396 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,832
Change-40,832 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 40,353
Change-40,353 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,734
Change-39,734 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 39,650
Change-39,650 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 39,524
Change-39,524 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 37,609
Change-37,609 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 37,046
Change-37,046 (-100%)
Value—
Betterment LLC
N/A
Shares— from 35,034
Change-35,034 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 34,916
Change-34,916 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 34,180
Change-34,180 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 33,682
Change-33,682 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 33,097
Change-33,097 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 31,033
Change-31,033 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 29,656
Change-29,656 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 29,437
Change-29,437 (-100%)
Value—
Nwam LLC
N/A
Shares— from 28,637
Change-28,637 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 28,465
Change-28,465 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 28,443
Change-28,443 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 28,364
Change-28,364 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 28,279
Change-28,279 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 28,135
Change-28,135 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 27,717
Change-27,717 (-100%)
Value—
Commerce Bank
N/A
Shares— from 27,026
Change-27,026 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 26,597
Change-26,597 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 26,403
Change-26,403 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,228
Change-25,228 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 24,898
Change-24,898 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,793
Change-23,793 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 23,535
Change-23,535 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 23,042
Change-23,042 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 20,641
Change-20,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,310
Change-20,310 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 19,958
Change-19,958 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 19,118
Change-19,118 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 19,098
Change-19,098 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,961
Change-18,961 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 18,826
Change-18,826 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 18,536
Change-18,536 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 18,286
Change-18,286 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 17,804
Change-17,804 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,776
Change-17,776 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 17,692
Change-17,692 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,675
Change-17,675 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,092
Change-17,092 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,771
Change-16,771 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 16,659
Change-16,659 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 16,099
Change-16,099 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 15,063
Change-15,063 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 13,670
Change-13,670 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,012
Change-13,012 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 12,709
Change-12,709 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,222
Change-12,222 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,246
Change-11,246 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,192
Change-10,192 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 9,297
Change-9,297 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 6,146
Change-6,146 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 5,322
Change-5,322 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,718
Change-4,718 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 713
Change-713 (-100%)
Value—
Collier Financial
N/A
Shares— from 706
Change-706 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 589
Change-589 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 234
Change-234 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 173
Change-173 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 25
Change-25 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 10
Change-10 (-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
Bank of New York Mellon Corp
INCREASED6,777,8184,356,688+2,421,130+56%$388.6M$610.7M+$222.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED5,989,0425,369,195+619,847+12%$479.3M$530.2M+$50.9M2026-10-13
Mission Wealth Management, LP
DECREASED3,846,7965,149,175-1,302,379-25%$459.3M$346.6M-$112.7M2026-10-15
Rockwood Wealth Management, LLC
INCREASED3,301,2193,165,871+135,348+4%$282.4M$297.5M+$15.1M2026-10-27
Vantagepoint Investment Advisers LLC
DECREASED2,856,7092,919,800-63,091-2%$260.4M$257.4M-$3.0M2026-10-26
Fifth Third Bancorp
INCREASED2,802,7901,262,823+1,539,967+122%$112.6M$252.6M+$139.9M2026-11-05
Maseco LLP
INCREASED2,093,6252,008,367+85,258+4%$179.2M$188.6M+$9.5M2026-10-27
HB Wealth Management, LLC
INCREASED1,767,2931,693,261+74,032+4%$151.0M$159.3M+$8.2M2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED1,704,275464,198+1,240,077+267%$41.4M$153.6M+$112.2M2026-10-20
Gradient Investments LLC
INCREASED1,472,8751,445,630+27,245+2%$129.0M$132.7M+$3.8M2026-10-08
Oak Root LLC
UNCHANGED1,427,0681,427,06800%$127.3M$128.6M+$1.3M2026-10-09
Simplicity Wealth,LLC
INCREASED1,088,598795,696+292,902+37%$71.0M$98.1M+$27.1M2026-10-23
Apella Capital, LLC
INCREASED1,087,395828,607+258,788+31%$74.4M$97.3M+$22.9M2026-10-08
Greenup Street Wealth Management LLC
INCREASED1,075,9381,058,929+17,009+2%$94.5M$97.0M+$2.5M2026-10-28
GW Henssler & Associates LTD
INCREASED1,047,7951,030,458+17,337+2%$91.9M$94.4M+$2.5M2026-10-26
Diversified Portfolios, Inc.
INCREASED1,038,892994,311+44,581+4%$88.7M$93.6M+$4.9M2026-11-04
First National Trust Co
DECREASED978,0241,009,714-31,690-3%$90.1M$88.1M-$1.9M2026-10-28
Parallel Advisors, LLC
DECREASED964,4461,046,145-81,699-8%$93.3M$86.9M-$6.4M2026-11-03
Plancorp, LLC
INCREASED937,662862,580+75,082+9%$77.0M$83.6M+$6.6M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED818,330785,624+32,706+4%$70.1M$73.7M+$3.7M2026-11-02
Jnba Financial Advisors
INCREASED809,353769,910+39,443+5%$68.7M$72.9M+$4.3M2026-11-03
Correct Capital Wealth Management
DECREASED806,667809,847-3,1800%$72.2M$72.7M+$450.4K2026-11-02
HUB Investment Partners, LLC
INCREASED794,919736,719+58,200+8%$65.7M$71.6M+$5.9M2026-11-03
Atwood & Palmer Inc
INCREASED789,054771,462+17,592+2%$68.8M$71.1M+$2.3M2026-10-08
Kestra Advisory Services, LLC
INCREASED748,701681,091+67,610+10%$60.8M$67.5M+$6.7M2026-11-02
JSF Financial, LLC
INCREASED727,387714,806+12,581+2%$63.8M$65.5M+$1.8M2026-10-22
Commonwealth Equity Services, LLC
INCREASED707,263644,212+63,051+10%$57.5M$63.7M+$6.3M2026-11-02
CGN Advisors LLC
DECREASED679,305694,974-15,669-2%$62.0M$61.2M-$779.5K2026-10-21
Creative Planning
DECREASED676,815686,681-9,866-1%$61.3M$61.0M-$264.2K2026-11-02
Annex Advisory Services, LLC
DECREASED645,8271,504,548-858,721-57%$134.2M$58.2M-$76.0M2026-10-16
Versant Capital Management, Inc
INCREASED591,192587,841+3,351+1%$52.4M$53.3M+$836.9K2026-10-02
Family Investment Center, Inc.
INCREASED543,211512,323+30,888+6%$45.7M$48.9M+$3.2M2026-10-19
Quantum Financial Advisors, LLC
INCREASED504,785463,319+41,466+9%$41.3M$45.5M+$4.2M2026-11-03
Legacy Financial Strategies, LLC
INCREASED501,128483,677+17,451+4%$43.1M$45.2M+$2.0M2026-10-15
Park Avenue Securities LLC
INCREASED461,298415,767+45,531+11%$37.1M$41.6M+$4.5M2026-10-26
Visionary Wealth Advisors
INCREASED442,136420,371+21,765+5%$37.5M$39.8M+$2.3M2026-11-04
Highland Financial Advisors, LLC
INCREASED428,650405,093+23,557+6%$36.1M$38.6M+$2.5M2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED408,900382,790+26,110+7%$34.1M$36.8M+$2.7M2026-10-15
Compass Ion Advisors, LLC
INCREASED379,820370,077+9,743+3%$33.0M$34.2M+$1.2M2026-10-23
Financial Enhancement Group LLC
INCREASED370,785356,732+14,053+4%$31.8M$33.2M+$1.4M2026-10-08
Strategic Blueprint, LLC
INCREASED363,964355,855+8,109+2%$31.7M$32.8M+$1.1M2026-10-22
RVW Wealth, LLC
INCREASED356,653292,799+63,854+22%$26.1M$32.1M+$6.0M2026-10-06
Indivisible Partners
INCREASED351,120247,271+103,849+42%$22.1M$31.6M+$9.6M2026-10-26
55 North Private Wealth, LLC
INCREASED351,064326,631+24,433+7%$29.1M$31.6M+$2.5M2026-10-20
Modera Wealth Management, LLC
DECREASED349,716367,306-17,590-5%$32.8M$31.5M-$1.3M2026-10-28
Symphony Financial, Ltd. Co.
INCREASED348,237335,841+12,396+4%$29.9M$31.6M+$1.8M2026-10-22
Echo Wealth Management, LLC
INCREASED341,572321,389+20,183+6%$28.7M$30.8M+$2.1M2026-10-15
Wealthcare Advisory Partners LLC
INCREASED338,02211,282+326,740+2896%$1.0M$30.5M+$29.5M2026-10-21
Searcy Financial Services Inc
DECREASED335,109341,527-6,418-2%$30.5M$30.2M-$267.5K2026-10-07
Pearl Planning LLC
INCREASED334,972261,773+73,199+28%$23.4M$30.2M+$6.8M2026-10-13
Krilogy Financial LLC
INCREASED330,236328,620+1,616+0%$29.3M$29.6M+$269.7K2026-10-13
SC&H Financial Advisors, Inc.
DECREASED329,378332,244-2,866-1%$29.6M$29.7M+$44.1K2026-10-14
Yardley Wealth Management LLC
INCREASED328,571319,168+9,403+3%$28.5M$29.6M+$1.1M2026-10-23
ACT Advisors, Llc.
INCREASED325,535324,608+927+0%$29.0M$29.3M+$378.9K2026-10-15
Central Trust Co
INCREASED321,883294,699+27,184+9%$26.3M$29.0M+$2.7M2026-11-05
Heirloom Wealth Management
INCREASED318,86852,824+266,044+504%$4.7M$28.7M+$24.0M2026-10-14
B&D White Capital Company, LLC
INCREASED316,289315,797+492+0%$28.2M$28.5M+$331.7K2026-11-02
RED Lighthouse Investment Management, LLC
INCREASED298,827298,615+212+0%$26.6M$26.9M+$290.9K2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED294,863288,147+6,716+2%$25.7M$26.6M+$867.4K2026-10-16
Tarbox Family Office, Inc.
DECREASED294,464295,495-1,0310%$26.4M$26.5M+$176.0K2026-10-23
Elyxium Wealth, LLC
INCREASED290,612281,339+9,273+3%$25.1M$26.2M+$1.1M2026-10-27
Wilkerson Advisory Group LLC
INCREASED288,952274,672+14,280+5%$24.5M$26.0M+$1.5M2026-10-20
Caliber Wealth Management, LLC / KS
INCREASED282,892272,559+10,333+4%$24.3M$25.5M+$1.2M2026-11-04
International City Management Association Retirement Corp
NEW271,813—+271,813——$24.5M—2026-10-26
Cannon Financial Strategists, Inc.
INCREASED271,164269,845+1,319+0%$24.1M$24.4M+$364.4K2026-10-19
Freedom Financial Partners LLC
INCREASED267,051260,413+6,638+3%$23.2M$24.1M+$835.2K2026-10-19
Trellis Wealth Advisors LLC
DECREASED248,018250,006-1,988-1%$22.3M$22.3M+$48.3K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED247,287231,308+15,979+7%$20.6M$22.3M+$1.7M2026-11-04
Torren Management, LLC
DECREASED240,287240,973-6860%$21.5M$21.7M+$157.5K2026-10-29
Independence Bank of Kentucky
INCREASED225,968208,983+16,985+8%$18.6M$20.4M+$1.7M2026-10-26
Burton Enright Welch
DECREASED218,388220,226-1,838-1%$19.6M$19.7M+$34.7K2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED216,952203,767+13,185+6%$18.2M$19.5M+$1.4M2026-10-13
Broadway Wealth Solutions, Inc.
INCREASED211,905199,247+12,658+6%$17.8M$19.1M+$1.3M2026-10-21
First National Bank Sioux Falls
DECREASED205,851284,980-79,129-28%$25.7M$18.5M-$7.1M2026-10-13
WMG Financial Advisors, LLC
UNCHANGED200,299200,29900%$17.9M$17.9M$02026-10-28
Signature Resources Capital Management, LLC
INCREASED198,056193,179+4,877+3%$17.2M$17.8M+$615.3K2026-10-16
Farther Finance Advisors, LLC
INCREASED196,955139,685+57,270+41%$12.5M$17.7M+$5.3M2026-10-08
Elevation Wealth Partners, LLC
INCREASED190,450180,570+9,880+5%$16.1M$17.2M+$1.1M2026-10-07
Canvas Wealth Advisors, LLC
INCREASED190,174185,740+4,434+2%$16.6M$17.1M+$572.4K2026-11-02
Boyum Wealth Architects LLC
INCREASED188,089186,730+1,359+1%$16.7M$17.0M+$320.7K2026-10-06
Goldstein Advisors, LLC
INCREASED187,25310,959+176,294+1609%$977.5K$16.9M+$15.9M2026-10-15
Websterrogers Financial Advisors, LLC
DECREASED184,004185,862-1,858-1%$16.6M$16.6M+$1.7K2026-11-02
Activest Wealth Management
INCREASED182,992165,184+17,808+11%$14.7M$16.5M+$1.8M2026-10-15
TCI Wealth Advisors, Inc.
INCREASED181,444169,275+12,169+7%$15.1M$16.3M+$1.3M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED180,144176,772+3,372+2%$15.8M$16.2M+$464.7K2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED179,708169,952+9,756+6%$15.2M$16.2M+$1.0M2026-11-03
Chilton Capital Management LLC
DECREASED179,211208,056-28,845-14%$18.6M$16.1M-$2.4M2026-10-28
Lifestyle Asset Management, Inc.
DECREASED178,247236,820-58,573-25%$21.1M$16.1M-$5.1M2026-10-20
Bare Financial Services, Inc
INCREASED176,7233,551+173,172+4877%$316.7K$15.9M+$15.6M2026-11-04
Align Financial, LLC
INCREASED175,768175,070+698+0%$15.6M$15.8M+$222.2K2026-10-16
StrongBox Wealth, LLC
INCREASED173,06565,183+107,882+166%$5.8M$15.6M+$9.8M2026-11-02
FSA Investment Group, LLC
INCREASED171,952158,557+13,395+8%$14.1M$15.5M+$1.4M2026-10-07
AWM Capital, LLC
DECREASED170,680172,857-2,177-1%$15.4M$15.4M-$38.8K2026-10-16
Marietta Wealth Management, LLC
DECREASED167,296170,179-2,883-2%$15.2M$14.9M-$245.5K2026-10-22
Heritage Family Offices, LLP
INCREASED161,576132,413+29,163+22%$11.8M$14.6M+$2.7M2026-11-02
Integrity Investment Advisors, LLC
INCREASED149,824116,559+33,265+29%$10.4M$13.5M+$3.1M2026-11-03
Advisory Resource Group
INCREASED146,410146,247+163+0%$13.0M$13.2M+$147.8K2026-10-26
ARQ Wealth Advisors, LLC
DECREASED143,248145,160-1,912-1%$13.1M$12.9M-$212.9K2026-10-29
Financial Symmetry Inc
DECREASED143,051143,387-3360%$12.8M$12.9M+$100.2K2026-10-06
First Hawaiian Bank
NEW142,535—+142,535——$12.8M—2026-10-14
Milestone Investment Advisors LLC
DECREASED139,578144,897-5,319-4%$12.9M$12.6M-$347.4K2026-11-05
Mason & Associates, LLC
INCREASED139,382135,191+4,191+3%$12.1M$12.6M+$500.7K2026-10-26
Hutchens & Kramer Investment Management Group, LLC
INCREASED138,199126,016+12,183+10%$11.2M$12.5M+$1.2M2026-10-16
True North Advisors, LLC
INCREASED137,090119,722+17,368+15%$10.7M$12.4M+$1.7M2026-10-22
Equity Wealth Partners, LLC
INCREASED125,065117,646+7,419+6%$10.5M$11.3M+$775.6K2026-10-26
Redw Wealth LLC
INCREASED124,794110,315+14,479+13%$9.8M$11.2M+$1.4M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED122,37334,385+87,988+256%$3.1M$11.0M+$8.0M2026-10-30
Trace Wealth Advisors, LLC
UNCHANGED120,786120,78600%$10.8M$10.9M+$109.9K2026-10-30
Northwest Wealth Management, LLC
DECREASED120,438121,996-1,558-1%$10.9M$10.9M-$29.3K2026-10-30
Watchman Group, Inc.
INCREASED118,750114,677+4,073+4%$10.2M$10.7M+$471.4K2026-10-16
Perigon Wealth Management, LLC
DECREASED114,330114,409-790%$10.2M$10.3M+$97.0K2026-10-22
Fairway Financial, LLC
NEW113,957—+113,957——$10.3M—2026-10-20
Certified Advisory Corp
INCREASED113,67293,774+19,898+21%$8.4M$10.2M+$1.9M2026-10-29
Vista Investment Partners LLC
INCREASED111,541111,513+28+0%$9.9M$10.1M+$104.0K2026-10-08
Clarity Capital Advisors, LLC
INCREASED110,388110,022+366+0%$9.8M$9.9M+$133.1K2026-10-27
Able Financial Group, LLC
INCREASED107,931106,019+1,912+2%$9.5M$9.7M+$268.8K2026-10-14
Bauman Advisory Group, LLC
INCREASED107,286103,645+3,641+4%$9.2M$9.7M+$422.4K2026-10-29
Petros Family Wealth, LLC
INCREASED102,49489,355+13,139+15%$8.0M$9.2M+$1.3M2026-10-28
Sage Rhino Capital LLC
DECREASED102,166105,762-3,596-3%$9.4M$9.2M-$227.8K2026-10-28
Burk Holdings LLC
DECREASED100,256100,644-3880%$9.0M$9.0M+$56.6K2026-11-05
Merited Wealth, LLC
INCREASED100,04890,452+9,596+11%$8.1M$9.0M+$947.0K2026-10-13
CoreCap Advisors, LLC
INCREASED99,14891,762+7,386+8%$8.2M$8.9M+$749.1K2026-10-08
AGH Wealth Advisors, LLC
INCREASED97,54593,519+4,026+4%$8.3M$8.8M+$448.0K2026-10-26
Physician Wealth Solutions Inc.
DECREASED96,708112,850-16,142-14%$10.1M$8.7M-$1.4M2026-10-14
Clark Wealth Partners
INCREASED95,78292,818+2,964+3%$8.3M$8.6M+$351.6K2026-10-19
Vaquero Private Wealth, LTD
INCREASED95,75119,777+75,974+384%$1.8M$8.6M+$6.9M2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED95,54781,618+13,929+17%$7.3M$8.6M+$1.3M2026-11-05
Proathlete Wealth Management LLC
INCREASED93,67481,892+11,782+14%$7.3M$8.4M+$1.1M2026-10-15
marrick wealth, LLC
INCREASED93,38486,643+6,741+8%$7.7M$8.4M+$686.2K2026-10-20
Western Reserve Capital Management, LLC
INCREASED92,39487,826+4,568+5%$7.8M$8.3M+$491.5K2026-10-14
Level Financial Advisors
INCREASED91,61632,381+59,235+183%$2.9M$8.3M+$5.4M2026-10-13
Madrid Wealth Management, LLC
INCREASED91,50287,691+3,811+4%$7.8M$8.2M+$423.2K2026-10-23
ShankerValleau Wealth Advisors, Inc.
DECREASED89,38690,314-928-1%$8.1M$8.1M-$1.4K2026-10-16
Chicago Partners Investment Group LLC
INCREASED88,71887,157+1,561+2%$7.8M$7.9M+$81.0K2026-10-27
Lane Brothers & Co Inc
DECREASED87,855108,759-20,904-19%$9.7M$7.9M-$1.8M2026-11-02
Holcombe Financial, Inc.
INCREASED87,51686,377+1,139+1%$7.7M$7.9M+$181.2K2026-10-16
Sensenig Capital Advisors, Inc
INCREASED87,49276,568+10,924+14%$6.8M$7.9M+$1.1M2026-10-23
Owl Creek Wealth Partners LLC
INCREASED86,73677,549+9,187+12%$6.9M$7.8M+$898.4K2026-10-20
Vise Technologies, Inc.
NEW85,919—+85,919——$7.7M—2026-10-29
Larson Financial Group LLC
DECREASED83,18684,989-1,803-2%$7.6M$7.5M-$85.1K2026-11-05
Interchange Capital Partners, LLC
INCREASED82,24332,166+50,077+156%$2.9M$7.5M+$4.6M2026-10-28
Waterfront Wealth Inc.
INCREASED81,47376,945+4,528+6%$6.9M$7.3M+$417.1K2026-11-03
Ferguson Johnson Wealth Management Inc
INCREASED80,96674,726+6,240+8%$6.7M$7.3M+$630.9K2026-11-05
Greenspring Advisors, LLC
INCREASED80,81678,743+2,073+3%$7.0M$7.3M+$258.5K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED78,61178,847-2360%$7.0M$7.1M+$50.5K2026-11-04
Great Point Wealth Advisors, LLC
DECREASED78,23179,576-1,345-2%$7.1M$7.0M-$48.8K2026-10-15
Blvd Private Wealth, LLC
INCREASED77,98763,954+14,033+22%$5.7M$7.0M+$1.3M2026-10-14
SAX Wealth Advisors, LLC
DECREASED74,97275,724-752-1%$6.4M$6.8M+$331.3K2026-10-13
Glenview Trust Co
INCREASED72,39264,070+8,322+13%$5.7M$6.5M+$808.2K2026-10-28
Legacy Wealth Management, LLC / MS
INCREASED72,09071,796+294+0%$6.4M$6.5M+$91.8K2026-10-30
Wedmont Private Capital
INCREASED71,32770,581+746+1%$6.4M$6.4M+$13.0K2026-10-09
Advisory Solutions Group, LLC
INCREASED69,88211,778+58,104+493%$1.1M$6.3M+$5.2M2026-10-14
Uptick Partners, LLC
INCREASED69,62641,473+28,153+68%$3.7M$6.3M+$2.6M2026-11-04
Verus Wealth Management, LLC
INCREASED68,31354,437+13,876+25%$4.9M$6.2M+$1.3M2026-10-13
Networth Advisors, LLC
INCREASED68,13465,742+2,392+4%$5.9M$6.1M+$275.4K2026-11-03
Meredith Wealth Planning
INCREASED67,56464,643+2,921+5%$5.8M$6.1M+$322.1K2026-10-14
ARK & TLK Investments, LLC
INCREASED63,02759,953+3,074+5%$5.3M$5.7M+$331.6K2026-10-20
SJS Investment Consulting Inc.
DECREASED60,84761,103-2560%$5.5M$5.5M+$32.5K2026-10-26
Moneco Advisors, LLC
INCREASED60,56960,372+197+0%$5.4M$5.5M+$72.7K2026-11-05
Bayshore Asset Management, LLC
INCREASED59,81254,940+4,872+9%$4.9M$5.4M+$457.3K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED59,48261,078-1,596-3%$5.4M$5.4M-$88.2K2026-10-14
True Wealth Design, LLC
DECREASED57,16859,730-2,562-4%$5.3M$5.2M-$176.5K2026-10-13
Mendota Financial Group, LLC
INCREASED56,82445,946+10,878+24%$4.1M$5.1M+$1.0M2026-10-07
Paladin Wealth, LLC
INCREASED56,73654,834+1,902+3%$4.9M$5.1M+$221.2K2026-10-23
Accurate Wealth Management, LLC
INCREASED56,43953,231+3,208+6%$4.8M$5.1M+$289.4K2026-10-20
Global Strategic Investment Solutions, LLC
DECREASED56,14756,815-668-1%$5.1M$5.1M-$8.5K2026-10-16
Valued Wealth Advisors LLC
INCREASED55,58348,178+7,405+15%$4.3M$5.0M+$711.2K2026-11-05
Anderson Hoagland & Co
INCREASED54,17848,903+5,275+11%$4.4M$4.8M+$472.7K2026-10-23
Evensky & Katz LLC
DECREASED52,91853,391-473-1%$4.8M$4.8M+$6.0K2026-10-27
Wheels Up Wealth, Inc.
DECREASED52,71053,088-378-1%$4.7M$4.7M+$14.2K2026-10-27
Axxcess Wealth Management, LLC
DECREASED52,64974,484-21,835-29%$6.6M$4.7M-$1.9M2026-10-21
Clear Creek Financial Management, LLC
INCREASED52,16849,259+2,909+6%$4.4M$4.7M+$307.0K2026-10-28
Orba Wealth Advisors, L.L.C.
INCREASED51,65148,214+3,437+7%$4.3M$4.7M+$353.6K2026-10-23
KFG LLC
NEW51,576—+51,576——$4.6M—2026-11-02
Flagstone Financial Management
INCREASED51,38050,816+564+1%$4.5M$4.6M+$97.1K2026-11-05
Symmetry Partners, LLC
INCREASED51,11150,836+275+1%$4.5M$4.6M+$71.0K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED50,73446,493+4,241+9%$4.2M$4.5M+$373.1K2026-10-13
Grove Bank & Trust
INCREASED49,13748,488+649+1%$4.3M$4.4M+$102.6K2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED49,00749,662-655-1%$4.4M$4.4M-$13.9K2026-10-15
Family Office Research LLC
DECREASED48,45650,225-1,769-4%$4.5M$4.4M-$113.6K2026-10-14
Balance Wealth Partners LLC
INCREASED47,41242,016+5,396+13%$3.7M$4.3M+$524.4K2026-10-27
Cypress Point Wealth Management, LLC
INCREASED47,37847,323+55+0%$4.2M$4.3M+$48.1K2026-11-03
Cornerstone Wealth Partners, LLC
INCREASED46,14438,322+7,822+20%$3.4M$4.2M+$739.7K2026-10-28
Milestone Asset Management Group, LLC
INCREASED44,90636,796+8,110+22%$3.3M$4.0M+$764.2K2026-10-20
Herold Advisors, Inc.
DECREASED44,68944,832-1430%$4.0M$4.0M+$28.9K2026-10-19
Outbound Financial Inc
DECREASED42,43142,694-263-1%$3.8M$3.8M+$15.2K2026-10-13
Prospect Financial Group LLC
INCREASED42,39640,017+2,379+6%$3.6M$3.8M+$250.8K2026-11-05
Markowski Investments
INCREASED42,14542,103+42+0%$3.8M$3.8M+$42.0K2026-10-30
LexAurum Advisors, LLC
INCREASED41,22038,152+3,068+8%$3.4M$3.7M+$311.2K2026-10-19
Approach Retirement Advisors, LLC
INCREASED41,20838,255+2,953+8%$3.4M$3.7M+$300.9K2026-10-22
Fifth Third Securities, Inc.
INCREASED40,88440,009+875+2%$3.6M$3.7M+$115.3K2026-10-21
Cap Partners, LLC
INCREASED40,87139,759+1,112+3%$3.5M$3.7M+$136.4K2026-10-19
Nfsg Corp
INCREASED40,85322,465+18,388+82%$2.0M$3.7M+$1.7M2026-10-15
Clearwave Capital, LLC
NEW40,185—+40,185——$3.6M—2026-10-27
Endeavor Private Wealth, Inc.
INCREASED39,90236,685+3,217+9%$3.3M$3.6M+$323.3K2026-11-05
Armbruster Capital Management, Inc.
DECREASED39,76440,089-325-1%$3.6M$3.6M+$7.2K2026-10-19
D'Orazio & Associates, Inc.
INCREASED39,00317,704+21,299+120%$1.6M$3.5M+$1.9M2026-11-04
FCG Investment Co
INCREASED38,70034,931+3,769+11%$3.1M$3.5M+$371.4K2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED38,52325,269+13,254+52%$2.3M$3.5M+$1.2M2026-10-07
Aspirean Wealth, LLC
INCREASED38,36331,850+6,513+20%$2.8M$3.5M+$615.9K2026-11-03
Quarry Hill Advisors, LLC
DECREASED38,13338,479-346-1%$3.4M$3.4M+$3.9K2026-11-04
Diversify Wealth Management, LLC
INCREASED37,37934,632+2,747+8%$3.1M$3.4M+$240.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED37,37934,632+2,747+8%$3.1M$3.4M+$240.0K2026-10-20
L.K. Benson & Company, P.C.
INCREASED36,53831,824+4,714+15%$2.8M$3.3M+$453.7K2026-10-23
Golden State Wealth Management, LLC
DECREASED35,68835,797-1090%$3.2M$3.2M+$22.8K2026-11-02
Aire Advisors, LLC
DECREASED34,44034,867-427-1%$3.1M$3.1M-$6.8K2026-10-22
Austin Asset Management Co Inc
DECREASED33,68434,439-755-2%$3.1M$3.0M-$36.7K2026-10-29
Evanson Financial, LLC
INCREASED32,80227,414+5,388+20%$2.4M$3.0M+$510.4K2026-10-23
D.A. Davidson & Co.
DECREASED32,57533,628-1,053-3%$3.0M$2.9M-$64.3K2026-10-28
Haven Private, LLC
INCREASED31,99331,609+384+1%$2.8M$2.9M+$63.4K2026-10-27
Hilton Head Capital Partners, LLC
DECREASED31,99332,145-1520%$2.9M$2.9M+$15.5K2026-10-23
Factor Wealth Management LTD
DECREASED31,45732,010-553-2%$2.9M$2.8M-$20.7K2026-10-08
Marathon Wealth Advisors LLC
INCREASED30,81230,728+84+0%$2.7M$2.8M+$35.5K2026-11-04
Sunpointe, LLC
UNCHANGED30,26330,26300%$2.7M$2.7M+$27.5K2026-10-22
Harbor Investment Advisory, LLC
INCREASED29,62627,221+2,405+9%$2.4M$2.7M+$241.5K2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED29,57627,189+2,387+9%$2.4M$2.7M+$239.9K2026-10-22
Prosperity Planning, Inc.
INCREASED29,54728,436+1,111+4%$2.5M$2.7M+$125.9K2026-10-09
Transcendent Capital Group LLC
INCREASED27,99627,813+183+1%$2.5M$2.5M+$41.9K2026-10-28
National Wealth Management Group, LLC
NEW27,917—+27,917——$2.5M—2026-10-26
Ceera Investments, LLC
NEW27,534—+27,534——$2.5M—2026-11-02
Nova R Wealth, Inc.
DECREASED27,23229,456-2,224-8%$2.6M$2.5M-$173.6K2026-10-26
RAM Investment Partners, LLC
INCREASED26,82225,502+1,320+5%$2.3M$2.4M+$142.2K2026-10-21
Pacific Asset Management, LLC
INCREASED25,71624,765+951+4%$2.2M$2.3M+$108.2K2026-10-15
Collective Family Office LLC
DECREASED25,47225,622-150-1%$2.3M$2.3M+$9.8K2026-10-05
LAM Group, Inc.
INCREASED25,45024,665+785+3%$2.2M$2.3M+$93.2K2026-10-26
Abacus Planning Group, Inc.
DECREASED24,87127,178-2,307-8%$2.4M$2.2M-$183.2K2026-11-02
Berman McAleer LLC
UNCHANGED23,50923,50900%$2.1M$2.1M+$21.4K2026-10-16
Brown Financial Advisory
DECREASED23,35825,603-2,245-9%$2.3M$2.1M-$179.0K2026-11-05
Avant Financial Advisors LLC
INCREASED23,30621,666+1,640+8%$1.9M$2.1M+$167.5K2026-11-02
Fonville Wealth Management LLC
UNCHANGED22,68122,68100%$2.0M$2.0M+$20.6K2026-10-28
RFG Advisory, LLC
NEW22,635—+22,635——$2.0M—2026-11-03
Wedbush Securities Inc
INCREASED22,63521,978+657+3%$2.0M$2.0M+$80.0K2026-10-22
Legacy Financial Group, Inc.
NEW21,957—+21,957——$2.0M—2026-10-21
Private Wealth Management Group, LLC
DECREASED21,79225,492-3,700-15%$2.3M$2.0M-$310.2K2026-10-19
Clear Point Advisors Inc.
INCREASED21,61121,348+263+1%$1.9M$1.9M+$43.2K2026-10-30
Tandemgrowth Financial Advisors LLC
UNCHANGED21,55121,55100%$1.9M$1.9M+$19.6K2026-11-05
Trademark Financial Management, LLC
DECREASED21,35125,569-4,218-16%$2.3M$1.9M-$356.8K2026-10-23
Tandem Investment Partners LLC
INCREASED21,10719,142+1,965+10%$1.7M$1.9M+$194.5K2026-10-16
Thayer Financial, L.L.C.
DECREASED21,00722,305-1,298-6%$2.0M$1.9M-$112.6K2026-10-21
Apollon Financial, LLC
INCREASED20,35117,134+3,217+19%$1.5M$1.8M+$305.5K2026-10-23
Truist Financial Corp
INCREASED20,29617,274+3,022+17%$1.5M$1.8M+$288.0K2026-10-30
Narus Financial Partners, LLC
INCREASED19,61610,829+8,787+81%$966.0K$1.8M+$801.7K2026-10-19
Harbor Asset Planning, Inc.
INCREASED19,43716,121+3,316+21%$1.4M$1.8M+$313.6K2026-10-23
GEM Asset Management, LLC
INCREASED19,40813,010+6,398+49%$1.2M$1.7M+$588.4K2026-10-13
Riverchase Wealth Management, LLC
INCREASED18,66616,849+1,817+11%$1.5M$1.7M+$179.1K2026-10-28
USAdvisors Wealth Management, LLC
INCREASED18,56218,118+444+2%$1.6M$1.7M+$56.0K2026-10-21
Private Trust Co NA
INCREASED18,53118,392+139+1%$1.6M$1.7M+$29.3K2026-10-20
Seed Wealth Management, Inc.
DECREASED18,06521,865-3,800-17%$2.0M$1.6M-$322.5K2026-10-20
Leading Edge Financial Planning LLC
INCREASED17,99616,549+1,447+9%$1.5M$1.6M+$145.4K2026-10-23
CWA Asset Management Group, LLC
INCREASED17,83615,748+2,088+13%$1.4M$1.6M+$202.5K2026-10-19
EnRich Financial Partners LLC
INCREASED17,66917,073+596+3%$1.5M$1.6M+$69.2K2026-10-21
MCF Advisors LLC
DECREASED17,35440,433-23,079-57%$3.6M$1.6M-$2.0M2026-10-28
Apollon Wealth Management, LLC
DECREASED17,32119,994-2,673-13%$1.8M$1.6M-$222.7K2026-10-23
Accredited Investors Inc.
INCREASED16,69416,377+317+2%$1.5M$1.5M+$43.5K2026-11-03
Breakwater Capital Group
UNCHANGED16,68716,68700%$1.5M$1.5M+$15.2K2026-10-09
Allodium Investment Consultants, LLC
INCREASED16,45212,300+4,152+34%$1.1M$1.5M+$385.3K2026-10-14
Financial Management Network Inc
INCREASED16,26514,765+1,500+10%$1.3M$1.5M+$150.2K2026-10-09
Crusonia Wealth Advisors LLC
DECREASED16,03117,090-1,059-6%$1.5M$1.4M-$79.9K2026-10-26
Atria Investments, Inc
INCREASED15,88712,632+3,255+26%$1.1M$1.4M+$304.8K2026-10-15
Bokf, NA
DECREASED15,88616,470-584-4%$1.5M$1.4M-$37.6K2026-10-27
Sigma Planning Corp
DECREASED15,87016,213-343-2%$1.4M$1.4M-$16.2K2026-10-23
Sowell Financial Services LLC
INCREASED15,50013,750+1,750+13%$1.2M$1.4M+$170.2K2026-10-23
Parsons Capital Management Inc
INCREASED15,28114,089+1,192+8%$1.3M$1.4M+$120.2K2026-10-28
HBW Advisory Services LLC
INCREASED15,1186,850+8,268+121%$611.0K$1.4M+$751.3K2026-10-15
Frankly Finances, LLC
INCREASED15,08014,530+550+4%$1.3M$1.4M+$62.8K2026-10-28
Financial Partners Group, Inc
DECREASED14,83815,118-280-2%$1.3M$1.3M-$11.5K2026-10-19
Life Planning Partners, Inc
DECREASED14,59615,250-654-4%$1.4M$1.3M-$45.1K2026-10-28
ATX Financial Planning, LLC
DECREASED14,32816,502-2,174-13%$1.5M$1.3M-$180.9K2026-10-14
Hardin Capital Partners, LLC
INCREASED14,15013,599+551+4%$1.2M$1.3M+$61.2K2026-10-09
Compass Financial Management LLC
INCREASED14,11312,916+1,197+9%$1.2M$1.3M+$108.7K2026-10-30
Coquina Private Wealth LLC
INCREASED13,98013,885+95+1%$1.2M$1.3M+$21.2K2026-10-27
Keybank National Association
INCREASED13,4168,887+4,529+51%$792.7K$1.2M+$416.2K2026-11-04
RW Investment Management LLC
UNCHANGED13,27313,27300%$1.2M$1.2M+$12.1K2026-11-03
Cerro Pacific Wealth Advisors LLC
DECREASED12,92413,571-647-5%$1.2M$1.2M-$45.9K2026-10-22
Aurelius Family Office LLC
DECREASED12,69613,218-522-4%$1.2M$1.1M-$35.0K2026-10-23
Ifrah Financial Services, Inc.
DECREASED10,95711,078-121-1%$988.1K$987.3K-$8082026-10-13
J.W. Cole Advisors, Inc.
INCREASED10,8499,354+1,495+16%$834.3K$977.6K+$143.3K2026-11-05
Financial Futures Ltd Liability Co.
DECREASED10,83011,343-513-5%$1.0M$975.9K-$35.9K2026-10-13
Freedom Day Solutions, LLC
UNCHANGED10,67610,67600%$952.3K$962.0K+$9.7K2026-10-20
Wealth Preservation Advisors, LLC
NEW10,645—+10,645——$959.2K—2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED10,57610,731-155-1%$957.2K$953.0K-$4.2K2026-10-13
SRH Advisors, LLC
INCREASED10,5069,212+1,294+14%$821.7K$946.7K+$125.0K2026-10-22
Sprinkle Financial Consultants LLC
INCREASED10,4556,322+4,133+65%$563.9K$942.2K+$378.3K2026-10-09
Bison Wealth, LLC
DECREASED10,42910,791-362-3%$980.6K$934.3K-$46.3K2026-10-13
Decker Retirement Planning Inc.
INCREASED10,11610,106+10+0%$901.4K$911.5K+$10.1K2026-10-19
KPP Advisory Services LLC
INCREASED10,0026,011+3,991+66%$536.2K$901.2K+$365.1K2026-10-26
Advisor OS, LLC
DECREASED9,7529,939-187-2%$886.6K$878.7K-$7.9K2026-11-03
Joseph P. Lucia & Associates, LLC
INCREASED9,7469,059+687+8%$808.1K$878.2K+$70.1K2026-10-30
Jm2 Capital Inc.
INCREASED9,6669,284+382+4%$828.2K$871.0K+$42.8K2026-10-14
Trust Co
INCREASED9,6284,901+4,727+96%$437.2K$867.6K+$430.4K2026-10-09
MN Wealth Advisors, LLC
INCREASED9,5059,417+88+1%$840.0K$856.6K+$16.6K2026-10-23
Visionary Horizons, LLC
DECREASED9,28110,015-734-7%$893.4K$836.4K-$57.0K2026-10-22
Ridgeline Wealth, LLC
DECREASED9,0419,328-287-3%$832.1K$814.2K-$17.9K2026-10-14
Forum Financial Management, LP
INCREASED8,9048,832+72+1%$787.8K$802.3K+$14.5K2026-10-16
Revolve Wealth Partners, LLC
UNCHANGED8,6188,61800%$768.7K$776.5K+$7.8K2026-10-23
Bannerman Wealth Management Group, LLC
DECREASED8,4288,454-260%$754.1K$759.5K+$5.4K2026-10-09
Walkner Condon Financial Advisors LLC
INCREASED8,4053,655+4,750+130%$326.0K$757.4K+$431.3K2026-11-02
Andrews, Lucia Wealth Management LLC
INCREASED8,1618,140+21+0%$726.1K$735.4K+$9.3K2026-11-02
Kooman & Associates
INCREASED8,0187,867+151+2%$701.7K$722.5K+$20.8K2026-10-21
Directional Asset Management
INCREASED8,0126,226+1,786+29%$555.4K$721.9K+$166.6K2026-10-22
Peck Wealth Management, LLC
INCREASED7,8107,520+290+4%$670.8K$703.8K+$33.0K2026-10-29
Lauterbach Financial Advisors, LLC
INCREASED7,6445,373+2,271+42%$479.3K$688.8K+$209.5K2026-10-21
Elevation Wealth Management LLC
NEW7,469—+7,469——$673.0K—2026-11-02
Thrive Wealth Management, LLC
UNCHANGED7,3697,36900%$657.3K$664.0K+$6.7K2026-10-13
Hill Island Financial LLC
NEW7,352—+7,352——$662.5K—2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED7,1107,11000%$634.2K$640.7K+$6.5K2026-11-02
Foundry Financial LLC
INCREASED6,9755,803+1,172+20%$517.6K$628.5K+$110.9K2026-10-16
Avior Wealth Management, LLC
UNCHANGED6,9736,97300%$622.0K$628.3K+$6.3K2026-10-13
Cooper S Advisors, LLC
INCREASED6,8836,859+24+0%$611.8K$620.2K+$8.4K2026-11-03
Aprio Wealth Management, LLC
INCREASED6,8436,743+100+1%$601.4K$616.6K+$15.1K2026-10-28
Navigoe, LLC
UNCHANGED6,7516,75100%$602.0K$608.0K+$6.0K2026-11-04
Morey & Quinn Wealth Partners, LLC
INCREASED6,6924,867+1,825+38%$434.1K$603.0K+$168.9K2026-10-28
Kathmere Capital Management, LLC
INCREASED6,5216,032+489+8%$538.0K$587.6K+$49.6K2026-10-20
Prosperitas Financial LLC
INCREASED6,4305,009+1,421+28%$446.8K$579.4K+$132.6K2026-10-28
BIP Wealth, LLC
NEW6,190—+6,190——$557.8K—2026-10-22
Granite Islands Private Wealth, LLC
NEW6,131—+6,131——$552.4K—2026-10-16
Ares Financial Consulting, LLC
INCREASED6,0165,995+21+0%$534.8K$542.1K+$7.3K2026-10-19
Independent Financial Group, LLC
INCREASED5,9195,266+653+12%$469.7K$533.3K+$63.6K2026-10-13
Spire Wealth Management
DECREASED5,9036,098-195-3%$544.0K$531.9K-$12.0K2026-10-30
Pinnacle Associates LTD
NEW5,792—+5,792——$521.9K—2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW5,600—+5,600——$504.6K—2026-10-23
RMR Wealth Builders
INCREASED5,5165,515+1+0%$492.0K$497.0K+$5.1K2026-10-22
New Dimensions Wealth Management, LLC
UNCHANGED5,4655,46500%$487.5K$492.5K+$5.0K2026-11-02
US Bancorp \de\
DECREASED5,4045,640-236-4%$503.1K$487.0K-$16.1K2026-11-05
Parcion Private Wealth LLC
UNCHANGED5,3905,39000%$480.8K$485.7K+$4.9K2026-10-28
Citizens Financial Group Inc
UNCHANGED5,3465,34600%$476.9K$481.7K+$4.9K2026-10-23
QTR Family Wealth, LLC
INCREASED5,2363,792+1,444+38%$338.3K$471.8K+$133.6K2026-11-02
High Net Worth Advisory Group LLC
INCREASED5,2014,641+560+12%$414.0K$468.7K+$54.7K2026-10-26
Platt Wealth Management LLC
INCREASED5,1854,477+708+16%$399.0K$467.0K+$68.0K2026-11-04
Cordgrass Capital Advisors, LLC
INCREASED5,1402,280+2,860+125%$203.4K$463.2K+$259.8K2026-10-30
KFA Private Wealth Group, LLC
DECREASED5,0915,351-260-5%$477.3K$458.8K-$18.6K2026-10-07
Intelligent Financial Strategies
UNCHANGED5,0905,09000%$454.0K$458.6K+$4.6K2026-10-16
Accelerate Investment Advisors LLC
INCREASED5,0615,052+9+0%$450.7K$456.1K+$5.4K2026-11-02
Tortuga Wealth Management, Inc
INCREASED4,8963,897+999+26%$347.5K$441.9K+$94.3K2026-10-27
A4 Wealth Advisors LLC
DECREASED4,7905,185-395-8%$462.5K$431.6K-$30.9K2026-10-20
StoneX Group Inc.
NEW4,722—+4,722——$435.2K—2026-11-03
Sheets Smith Wealth Management
INCREASED4,5972,431+2,166+89%$216.8K$414.2K+$197.4K2026-10-16
Aspiriant, LLC
DECREASED4,5485,112-564-11%$456.0K$409.8K-$46.2K2026-10-16
Mainsail Asset Management, LLC
INCREASED4,5284,282+246+6%$382.5K$410.1K+$27.6K2026-10-14
Asset Dedication, LLC
DECREASED4,4814,800-319-7%$428.2K$403.8K-$24.4K2026-11-03
Cullen T Bankers, Inc.
INCREASED4,474634+3,840+606%$56.6K$403.1K+$346.6K2026-10-28
Oceanside Advisors LLC
INCREASED4,4604,420+40+1%$394.3K$401.9K+$7.6K2026-11-03
Facet Wealth, Inc.
INCREASED4,4444,393+51+1%$391.9K$400.4K+$8.6K2026-11-04
BFI Wealth Solutions, LLC
DECREASED4,3464,347-10%$387.7K$391.7K+$4.0K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED4,3407,587-3,247-43%$676.8K$391.0K-$285.7K2026-10-13
Triad Wealth Partners, LLC
INCREASED4,2793,794+485+13%$347.4K$385.6K+$38.2K2026-10-26
Alkeme Wealth, LLC
UNCHANGED4,2714,27100%$381.0K$384.9K+$3.9K2026-10-08
Acorn Creek Capital LLC
NEW4,192—+4,192——$377.8K—2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED4,1434,131+12+0%$368.5K$373.3K+$4.7K2026-11-05
Summit Financial Strategies, Inc.
UNCHANGED4,1324,13200%$368.6K$372.3K+$3.8K2026-10-14
Almanack Investment Partners, Llc.
UNCHANGED4,1254,12500%$368.0K$371.7K+$3.8K2026-11-03
Mallini Complete Financial Planning LLC
UNCHANGED4,0334,03300%$359.7K$363.4K+$3.7K2026-10-06
Stonehearth Capital Management, LLC
UNCHANGED3,9143,91400%$349.1K$352.7K+$3.6K2026-10-13
Lunt Capital Management, Inc.
UNCHANGED3,9103,91000%$348.8K$352.3K+$3.6K2026-10-30
Rinkey Investments
INCREASED3,8983,588+310+9%$320.1K$351.3K+$31.3K2026-10-28
Flynn Zito Capital Management, LLC
INCREASED3,8473,833+14+0%$341.9K$346.6K+$4.7K2026-11-04
Atlas Brown,Inc.
INCREASED3,8383,673+165+4%$327.6K$345.8K+$18.3K2026-10-09
Ritholtz Wealth Management
INCREASED3,7683,452+316+9%$307.9K$339.6K+$31.7K2026-11-05
XY Planning Network, Inc.
DECREASED3,7073,801-94-2%$339.1K$334.1K-$5.0K2026-10-14
Atala Financial Inc
DECREASED3,6634,603-940-20%$410.6K$330.1K-$80.5K2026-10-22
Jacobi Capital Management LLC
DECREASED3,6433,669-26-1%$327.3K$328.3K+$1.0K2026-11-05
Santori & Peters, Inc.
INCREASED3,5963,483+113+3%$310.7K$324.0K+$13.3K2026-10-26
Soltis Investment Advisors LLC
NEW3,507—+3,507——$316.0K—2026-10-28
Daymark Wealth Partners, LLC
NEW3,336—+3,336——$300.6K—2026-11-04
Brookstone Capital Management
INCREASED3,3343,166+168+5%$282.4K$300.4K+$18.0K2026-10-22
Thrivent Financial for Lutherans
UNCHANGED3,2913,29100%$294.0K$294.0K$02026-11-05
AdvisorNet Financial, Inc
INCREASED3,280326+2,954+906%$29.1K$292.8K+$263.7K2026-10-15
Meridian Wealth Management, LLC
DECREASED3,2793,321-42-1%$296.2K$295.5K-$7622026-11-05
Split Rock Private Trading & Wealth Management, LLC
INCREASED3,2532,971+282+9%$265.0K$293.1K+$28.1K2026-10-15
Simon Quick Advisors, LLC
NEW3,160—+3,160——$284.7K—2026-10-26
Well Done, LLC
DECREASED3,0253,314-289-9%$295.6K$272.6K-$23.0K2026-10-20
Prudent Investor Advisors, LLC
NEW2,969—+2,969——$267.5K—2026-10-22
Global Trust Wealth Management LLC
UNCHANGED2,9512,95100%$263.2K$265.9K+$2.7K2026-10-14
Oppenheimer & Co Inc
NEW2,917—+2,917——$262.9K—2026-10-26
SpringVest Wealth Management LLC
NEW2,856—+2,856——$257.4K—2026-10-27
Gerber Kawasaki Wealth & Investment Management
UNCHANGED2,8562,85600%$254.8K$257.4K+$2.6K2026-10-29
Entrewealth, LLC
UNCHANGED2,8422,84200%$264.1K$256.1K-$8.0K2026-10-14
O'Connor Financial Group LLC
NEW2,820—+2,820——$254.1K—2026-10-26
Cambridge Financial Group, LLC
UNCHANGED2,6762,67600%$238.7K$238.7K$02026-10-06
True Link Financial Advisors, LLC
DECREASED2,6132,656-43-2%$236.9K$235.5K-$1.5K2026-10-27
Parkshore Wealth Management, Inc.
INCREASED2,5032,498+5+0%$222.8K$225.6K+$2.8K2026-10-13
Fragasso Financial Advisors Inc
INCREASED2,4772,470+7+0%$220.3K$222.4K+$2.1K2026-10-13
Assetmark, Inc
INCREASED2,4702,245+225+10%$200.2K$222.5K+$22.3K2026-10-21
Smith & Howard Wealth Management, LLC
UNCHANGED2,4552,45500%$219.0K$221.2K+$2.2K2026-10-27
Accel Wealth Management
UNCHANGED2,3832,38300%$212.6K$214.7K+$2.2K2026-10-13
Verus Financial Partners, Inc.
INCREASED2,3752,366+9+0%$211.1K$214.0K+$2.9K2026-10-29
Redwood Financial Network Corp
NEW2,355—+2,355——$212.2K—2026-11-03
Fermata Advisors, LLC
UNCHANGED2,3372,33700%$208.4K$210.6K+$2.1K2026-10-13
Detalus Advisors, LLC
NEW2,336—+2,336——$210.5K—2026-10-15
3 Factor Indexing, LLC
UNCHANGED2,2572,25700%$201.3K$203.4K+$2.1K2026-10-15
Allegiance Financial Group Advisory Services LLC
INCREASED2,2532,248+5+0%$200.5K$203.0K+$2.5K2026-11-02
RHL Group, LLC
INCREASED2,1691,355+814+60%$120.6K$195.5K+$74.9K2026-11-04
Lanark Financial, Inc.
INCREASED2,1081,808+300+17%$161.3K$190.0K+$28.7K2026-10-26
MidAtlantic Capital Management, Inc.
NEW2,026—+2,026——$182.6K—2026-11-05
IFP Advisors, Inc
DECREASED1,9732,074-101-5%$185.0K$177.8K-$7.2K2026-10-16
Signature Equity Partners, LLC
DECREASED1,9692,006-37-2%$179.0K$177.4K-$1.6K2026-10-29
Salomon & Ludwin, LLC
DECREASED1,8691,890-21-1%$168.2K$168.4K+$2252026-10-29
1620 Investment Advisors, Inc.
DECREASED1,8432,062-219-11%$183.9K$166.0K-$17.9K2026-11-04
Creative Financial Designs Inc
NEW1,842—+1,842——$166.0K—2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED1,6971,69700%$151.4K$151.4K+$682026-10-29
Creative Capital Management Investments LLC
UNCHANGED1,6491,64900%$147.1K$148.6K+$1.5K2026-10-28
Halbert Hargrove Global Advisors, LLC
NEW1,625—+1,625——$146.4K—2026-10-16
Bank of New Hampshire
UNCHANGED1,6131,61300%$143.9K$145.3K+$1.5K2026-10-06
Mather Group, Llc.
DECREASED1,6101,761-151-9%$157.1K$145.1K-$12.0K2026-10-14
Lloyd Advisory Services, Llc.
DECREASED1,6081,808-200-11%$161.3K$144.9K-$16.4K2026-11-02
Redwood Park Advisors LLC
INCREASED1,4381,434+4+0%$127.9K$129.5K+$1.6K2026-11-02
Root Financial Partners, LLC
NEW1,345—+1,345——$121.2K—2026-10-21
Arlington Trust Co LLC
DECREASED1,2931,693-400-24%$151.0K$116.5K-$34.5K2026-10-20
Kings Path Partners LLC
INCREASED1,288862+426+49%$76.9K$116.1K+$39.2K2026-10-21
Cherry Tree Wealth Management, LLC
DECREASED1,2281,247-19-2%$111.3K$110.7K-$5792026-10-15
Global Trust Asset Management, LLC
UNCHANGED1,1301,13000%$100.8K$101.8K+$1.0K2026-10-19
AlphaCore Capital LLC
NEW1,126—+1,126——$101.5K—2026-11-04
Abound Wealth Management
INCREASED1,119496+623+126%$44.2K$100.8K+$56.6K2026-10-26
Monetary Solutions, Ltd
UNCHANGED1,0351,03500%$92.3K$93.3K+$9422026-10-22
Evolution Wealth Management Inc.
DECREASED1,0231,287-264-21%$114.8K$92.2K-$22.6K2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED1,0012,769-1,768-64%$247.0K$90.3K-$156.8K2026-10-27
Nemes Rush Group LLC
INCREASED845836+9+1%$74.6K$76.2K+$1.6K2026-11-04
Eastern Bank
INCREASED680566+114+20%$50.5K$61.3K+$10.8K2026-10-05
Your Advocates Ltd., LLP
UNCHANGED64864800%$57.8K$58.4K+$5892026-11-03
Latitude Advisors, LLC
NEW525—+525——$47.3K—2026-10-27
Reap Financial Group, LLC
UNCHANGED51851800%$46.2K$46.7K+$4712026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED502446+56+13%$36.0K$36.0K+$52026-11-04
Marquette Asset Management, LLC
UNCHANGED49749700%$44.3K$44.8K+$4522026-10-09
Plante Moran Financial Advisors, LLC
INCREASED495371+124+33%$33.1K$44.6K+$11.5K2026-11-04
Angeles Wealth Management, LLC
UNCHANGED48548500%$43.3K$43.7K+$4412026-10-26
Key FInancial Inc
UNCHANGED43443400%$38.7K$39.1K+$3952026-11-02
Simplex Trading, LLC
INCREASED40085+315+371%$7.6K$36.0K+$28.5K2026-11-04
TD Waterhouse Canada Inc.
NEW308—+308——$26.8K—2026-10-16
Team Financial Group, LLC
NEW298—+298——$26.9K—2026-10-30
Silver Grove Financial Group, Inc.
INCREASED262238+24+10%$21.2K$23.6K+$2.4K2026-11-05
Kingdom Financial Group Llc.
INCREASED252216+36+17%$19.3K$22.7K+$3.4K2026-11-04
Yankcom Partnership
DECREASED2281,713-1,485-87%$152.8K$20.5K-$132.3K2026-10-15
Elevate Wealth Advisory, Inc
INCREASED228224+4+2%$20.0K$20.5K+$5642026-10-29
Gamma Investing LLC
UNCHANGED22722700%$20.2K$20.5K+$2072026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED21721700%$19.4K$19.6K+$1982026-10-30
McCarley & Cook Financial Planners
UNCHANGED21521500%$19.2K$19.4K+$1962026-10-21
Mowery & Schoenfeld Wealth Management, LLC
NEW212—+212——$19.1K—2026-10-28
Albion Financial Group
UNCHANGED20020000%$17.8K$18.0K+$1822026-10-21
Family Capital Trust Co
UNCHANGED16616600%$14.8K$15.0K+$1502026-10-22
Rossby Financial, LCC
NEW163—+163——$14.7K—2026-11-05
SBI Securities Co., Ltd.
INCREASED163115+48+42%$10.3K$14.7K+$4.4K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED14014000%$12.5K$12.6K+$1272026-10-21
Citigroup Inc
NEW121—+121——$10.9K—2026-11-04
Pacifica Partners Inc.
UNCHANGED10910900%$9.8K$9.7K-$622026-10-09
Cassaday & Co Wealth Management LLC
NEW106—+106——$9.6K—2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED10210200%$9.1K$9.2K+$932026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED808000%$7.1K$7.2K+$732026-10-20
Bfsg, LLC
UNCHANGED606000%$5.4K$5.4K+$552026-10-30
Buck Wealth Strategies, LLC
UNCHANGED545400%$4.8K$4.9K+$662026-10-28
Signaturefd, LLC
UNCHANGED535300%$4.7K$4.8K+$482026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED464600%$4.1K$4.1K+$422026-11-02
Fortitude Family Office, LLC
UNCHANGED464600%$4.1K$4.1K+$422026-10-14
Accordant Advisory Group Inc
UNCHANGED404000%$3.6K$3.6K+$372026-10-29
First Command Advisory Services, Inc.
NEW39—+39——$3.5K—2026-11-05
Nova Financial LLC
NEW32—+32——$2.9K—2026-11-04
Archer Investment Corp
DECREASED30422-392-93%$37.6K$2.7K-$34.9K2026-11-05
Investment Research & Advisory Group, Inc.
DECREASED26589-563-96%$52.5K$2.3K-$50.2K2026-10-19
Lodestone Wealth Management LLC
UNCHANGED101000%$915$928+$132026-10-14
Vermillion Wealth Management, Inc.
NEW7—+7——$631—2026-10-26
Indiana Trust & Investment Management Co
NEW5—+5——$451—2026-10-22
New England Capital Financial Advisors LLC
NEW1—+1——$91—2026-11-03
Jefferies Financial Group Inc.
CLOSED0160,596-160,596-100%$14.3M$0-$14.3M2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED0132,413-132,413-100%$11.8M$0-$11.8M2026-10-27
Providence First Trust Co
CLOSED015,638-15,638-100%$1.4M$0-$1.4M2026-11-02
Nations Financial Group Inc,
CLOSED04,497-4,497-100%$401.1K$0-$401.1K2026-11-05
Cypress Wealth Services, LLC
CLOSED03,881-3,881-100%$346.2K$0-$346.2K2026-10-21
Paragon Advisors, LLC
CLOSED02,330-2,330-100%$207.9K$0-$207.9K2026-11-03
Trust Co of Toledo NA
CLOSED02,000-2,000-100%$178.4K$0-$178.4K2026-10-16
Westside Investment Management, Inc.
CLOSED0439-439-100%$39.2K$0-$39.2K2026-11-02
Sarver Vrooman Wealth Advisors
CLOSED027-27-100%$2.4K$0-$2.4K2026-10-01
Ameriprise Financial Inc
N/A—8,831,440-8,831,440-100%$787.7M———
American Century Companies Inc
N/A—6,138,581-6,138,581-100%$547.6M———
LPL Financial LLC
N/A—5,634,103-5,634,103-100%$502.6M———
Envestnet Asset Management Inc
N/A—5,248,750-5,248,750-100%$468.2M———
Bank of America Corp
N/A—4,397,843-4,397,843-100%$392.3M———
Morgan Stanley
N/A—4,388,303-4,388,303-100%$391.4M———
Northwestern Mutual Wealth Management Co
N/A—4,148,065-4,148,065-100%$370.0M———
PNC Financial Services Group, Inc.
N/A—3,267,330-3,267,330-100%$291.4M———
Wells Fargo & Company
N/A—2,886,060-2,886,060-100%$257.4M———
HighTower Advisors, LLC
N/A—2,673,605-2,673,605-100%$238.5M———
Advance Capital Management, Inc.
N/A—1,854,102-1,854,102-100%$165.4M———
Raymond James Financial Inc
N/A—1,755,170-1,755,170-100%$156.6M———
UBS Group AG
N/A—1,727,133-1,727,133-100%$154.1M———
Modern Wealth Management, LLC
N/A—1,542,262-1,542,262-100%$137.6M———
Waverly Advisors, LLC
N/A—1,222,477-1,222,477-100%$109.0M———
Financial Plan, Inc.
N/A—1,209,058-1,209,058-100%$107.8M———
Focus Partners Wealth
N/A—1,178,813-1,178,813-100%$105.2M———
Beacon Pointe Advisors, LLC
N/A—926,373-926,373-100%$82.6M———
Werba Rubin Papier Wealth Management
N/A—876,278-876,278-100%$78.2M———
&partners
N/A—858,519-858,519-100%$76.6M———
Cerity Partners LLC
N/A—846,764-846,764-100%$75.5M———
Savant Capital, LLC
N/A—773,812-773,812-100%$69.0M———
ESL Trust Services, LLC
N/A—748,227-748,227-100%$66.7M———
Cresset Asset Management, LLC
N/A—723,784-723,784-100%$64.6M———
Bridgewater Advisors Inc.
N/A—607,391-607,391-100%$55.6M———
BSW Wealth Partners
N/A—599,240-599,240-100%$53.5M———
Harbour Investments, Inc.
N/A—587,109-587,109-100%$52.4M———
McLean Asset Management Corp
N/A—585,863-585,863-100%$53.4M———
JPMorgan Chase & Co
N/A—555,377-555,377-100%$49.4M———
Jones Financial Companies Lllp
N/A—554,433-554,433-100%$49.1M———
Foster & Motley Inc
N/A—543,156-543,156-100%$48.5M———
Foundations Investment Advisors, LLC
N/A—529,917-529,917-100%$47.3M———
EP Wealth Advisors, LLC
N/A—504,383-504,383-100%$45.0M———
Zhang Financial LLC
N/A—475,617-475,617-100%$42.4M———
CVA Family Office, LLC
N/A—457,745-457,745-100%$40.8M———
Rockefeller Capital Management L.P.
N/A—449,387-449,387-100%$40.1M———
Magnolia Private Wealth, LLC
N/A—434,018-434,018-100%$11.5M———
Royal Bank of Canada
N/A—419,960-419,960-100%$37.5M———
Focus Partners Advisor Solutions, LLC
N/A—414,689-414,689-100%$37.0M———
Pacific Life Fund Advisors LLC
N/A—410,408-410,408-100%$36.6M———
IAM Advisory, LLC
N/A—398,427-398,427-100%$35.5M———
Mercer Global Advisors Inc
N/A—386,895-386,895-100%$34.5M———
BCR Wealth Strategies, LLC
N/A—381,816-381,816-100%$34.1M———
Osaic Holdings, Inc.
N/A—354,773-354,773-100%$31.7M———
WCG Wealth Advisors LLC
N/A—353,800-353,800-100%$31.6M———
Kelman-Lazarov, Inc.
N/A—352,258-352,258-100%$31.4M———
Cardiff Park Advisors, LLC
N/A—330,466-330,466-100%$29.5M———
OneDigital Investment Advisors LLC
N/A—314,914-314,914-100%$28.1M———
HTG Investment Advisors, Inc.
N/A—306,872-306,872-100%$27.4M———
Grand Wealth Management, LLC
N/A—298,688-298,688-100%$26.6M———
Oak Wealth Advisors LLC
N/A—298,639-298,639-100%$26.6M———
IAG Wealth Partners, LLC
N/A—296,039-296,039-100%$26.4M———
Liberty Square Wealth Partners LLC
N/A—295,581-295,581-100%$26.4M———
Bluespring Wealth Management, LLC
N/A—292,710-292,710-100%$26.1M———
Baird Financial Group, Inc.
N/A—288,960-288,960-100%$25.8M———
BWM Planning, LLC
N/A—287,431-287,431-100%$25.6M———
MAI Capital Management
N/A—282,879-282,879-100%$25.2M———
Private Advisor Group, LLC
N/A—278,559-278,559-100%$24.8M———
Allworth Financial LP
N/A—276,538-276,538-100%$24.7M———
Mason & Associates Inc
N/A—272,600-272,600-100%$24.3M———
D L Carlson Investment Group Inc
N/A—261,549-261,549-100%$23.3M———
MML Investors Services, LLC
N/A—261,261-261,261-100%$23.3M———
JRM Investment Counsel, LLC
N/A—260,135-260,135-100%$23.2M———
Axiom Financial Strategies, LLC
N/A—250,119-250,119-100%$22.3M———
NewEdge Advisors, LLC
N/A—240,553-240,553-100%$21.5M———
Vestmark Advisory Solutions, Inc.
N/A—236,996-236,996-100%$21.1M———
Bcwm, LLC
N/A—236,843-236,843-100%$21.1M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—231,296-231,296-100%$20.6M———
Purpose Unlimited Inc.
N/A—230,952-230,952-100%$20.6M———
Disciplina Capital Management LLC
N/A—211,545-211,545-100%$18.9M———
World Investment Advisors
N/A—208,978-208,978-100%$17.7M———
Fiduciary Financial Advisors
N/A—207,668-207,668-100%$18.5M———
Stratos Wealth Partners, Ltd.
N/A—201,273-201,273-100%$18.0M———
Raffa Wealth Management, LLC
N/A—194,650-194,650-100%$17.4M———
Summit Financial, LLC
N/A—194,245-194,245-100%$17.3M———
Passive Capital Management, Llc.
N/A—186,437-186,437-100%$15.3M———
Stephens Inc
N/A—186,102-186,102-100%$16.6M———
FAS Wealth Partners, Inc.
N/A—186,014-186,014-100%$16.6M———
Meridian Wealth Advisors, LLC
N/A—182,184-182,184-100%$16.3M———
Clarion Wealth Managment Partners, LLC
N/A—174,309-174,309-100%$15.5M———
Quantinno Capital Management LP
N/A—172,821-172,821-100%$15.4M———
Curio Wealth, LLC
N/A—163,921-163,921-100%$14.6M———
AQR Capital Management LLC
N/A—145,448-145,448-100%$13.0M———
Lutz Financial Services LLC
N/A—144,861-144,861-100%$12.9M———
Bank of the Bluegrass & Trust Co.
N/A—144,092-144,092-100%$13.0M———
Bank of Montreal
N/A—135,655-135,655-100%$12.1M———
GeoWealth Management, LLC
N/A—135,085-135,085-100%$12.0M———
Hill Investment Group Partners, LLC
N/A—134,380-134,380-100%$12.0M———
Stifel Financial Corp
N/A—131,052-131,052-100%$11.7M———
Menora Mivtachim Holdings Ltd.
N/A—129,560-129,560-100%$11.6M———
Janney Montgomery Scott LLC
N/A—121,332-121,332-100%$10.8M———
Core Wealth Advisors, Inc.
N/A—121,023-121,023-100%$10.8M———
Pinnacle Financial Partners, Inc.
N/A—117,917-117,917-100%$10.5M———
Susquehanna International Group, LLP
N/A—114,206-114,206-100%$10.2M———
PCG Wealth Advisors, LLC
N/A—112,569-112,569-100%$10.0M———
Equitable Holdings, Inc.
N/A—112,133-112,133-100%$10.0M———
KilterHowling LLC
N/A—111,310-111,310-100%$9.9M———
Gateway Wealth Partners, LLC
N/A—109,637-109,637-100%$9.8M———
WorthPointe, LLC
N/A—108,778-108,778-100%$9.7M———
Castle Wealth Management LLC
N/A—104,669-104,669-100%$9.3M———
Orion Capital Management LLC
N/A—104,491-104,491-100%$9.3M———
Annandale Capital, LLC
N/A—95,262-95,262-100%$8.5M———
Sequoia Financial Advisors, LLC
N/A—91,265-91,265-100%$8.1M———
Nicolet Bankshares Inc
N/A—89,459-89,459-100%$8.0M———
Coign Capital Advisors LLC
N/A—85,690-85,690-100%$7.6M———
E-Wealth Partners, LLC
N/A—84,270-84,270-100%$7.5M———
Nicholson Meyer Capital Management, Inc.
N/A—83,176-83,176-100%$7.4M———
Midwestern Financial, LLC
N/A—82,988-82,988-100%$7.4M———
Croban
N/A—81,670-81,670-100%$7.3M———
FMB Wealth Management
N/A—77,234-77,234-100%$6.9M———
Greenwich Wealth Management LLC
N/A—76,825-76,825-100%$6.9M———
Pathstone Holdings, LLC
N/A—76,606-76,606-100%$6.8M———
Arax Advisory Partners
N/A—74,037-74,037-100%$6.6M———
Ariadne Wealth Management, LP
N/A—73,451-73,451-100%$6.6M———
Brown Financial Advisors
N/A—72,728-72,728-100%$6.5M———
IHT Wealth Management, LLC
N/A—72,279-72,279-100%$6.4M———
Lakeridge Wealth Management LLC
N/A—70,736-70,736-100%$6.3M———
Advyzon Investment Management, LLC
N/A—69,309-69,309-100%$6.2M———
Kavar Capital Partners Group, LLC
N/A—67,572-67,572-100%$6.0M———
Altar Rock LLC
N/A—63,499-63,499-100%$5.7M———
Cozad Asset Management Inc
N/A—60,054-60,054-100%$5.4M———
McCartney Wealth Management LLC
N/A—59,599-59,599-100%$5.3M———
Retirement Income Solutions, Inc
N/A—56,639-56,639-100%$4.8M———
AE Wealth Management LLC
N/A—55,693-55,693-100%$5.0M———
Citizens & Northern Corp
N/A—54,809-54,809-100%$4.9M———
Capstone Wealth Management, Inc.
N/A—54,176-54,176-100%$4.8M———
Arcadia Wealth Management, Inc.
N/A—53,275-53,275-100%$4.8M———
Integrity Wealth Solutions LLC
N/A—48,124-48,124-100%$4.3M———
Advisory Services Network, LLC
N/A—47,680-47,680-100%$4.3M———
Savvy Advisors, Inc.
N/A—47,536-47,536-100%$4.2M———
Motco
N/A—46,937-46,937-100%$4.2M———
Allied Private Wealth LLC
N/A—45,515-45,515-100%$4.1M———
Paul R. Ried Financial Group, LLC
N/A—44,936-44,936-100%$4.0M———
Global Retirement Partners, LLC
N/A—44,195-44,195-100%$3.9M———
Tortoise Investment Management, LLC
N/A—43,312-43,312-100%$3.9M———
Falcon Wealth Planning
N/A—43,202-43,202-100%$3.9M———
Jackson Thornton Wealth Management, LLC
N/A—42,458-42,458-100%$3.8M———
Plum Street Advisors, LLC
N/A—42,396-42,396-100%$3.8M———
CreativeOne Wealth, LLC
N/A—40,832-40,832-100%$3.6M———
Cauble & Harre Wealth Management, Inc.
N/A—40,353-40,353-100%$3.6M———
Mariner, LLC
N/A—39,734-39,734-100%$3.5M———
Sterneck Capital Management, LLC
N/A—39,650-39,650-100%$3.5M———
TFO Wealth Partners, LLC
N/A—39,524-39,524-100%$3.5M———
Mattson Financial Services, LLC
N/A—37,609-37,609-100%$3.4M———
Aspen Capital Management, LLC
N/A—37,046-37,046-100%$3.3M———
Betterment LLC
N/A—35,034-35,034-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—34,916-34,916-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—34,180-34,180-100%$3.0M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—33,682-33,682-100%$3.0M———
Magnolia Capital Advisors LLC
N/A—33,097-33,097-100%$3.0M———
Cascade Financial Partners, LLC
N/A—31,033-31,033-100%$2.8M———
Natixis Advisors, LLC
N/A—29,656-29,656-100%$2.6M———
Cetera Trust Company, N.a
N/A—29,437-29,437-100%$2.6M———
Nwam LLC
N/A—28,637-28,637-100%$2.6M———
Payne Capital LLC
N/A—28,465-28,465-100%$2.5M———
Cogent Private Wealth, Inc.
N/A—28,443-28,443-100%$2.5M———
SouthState Bank Corp
N/A—28,364-28,364-100%$2.5M———
UMB Bank, n.a.
N/A—28,279-28,279-100%$2.5M———
Maimon Wealth Management Ltd.
N/A—28,135-28,135-100%$2.5M———
Keystone Financial Group
N/A—27,717-27,717-100%$2.5M———
Commerce Bank
N/A—27,026-27,026-100%$2.4M———
Merit Financial Group, LLC
N/A—26,597-26,597-100%$2.4M———
SageView Advisory Group, LLC
N/A—26,403-26,403-100%$2.4M———
Goldman Sachs Group Inc
N/A—25,228-25,228-100%$2.3M———
Nuveen, LLC
N/A—24,898-24,898-100%$2.2M———
FMR LLC
N/A—23,793-23,793-100%$2.1M———
Rialto Wealth Management, LLC
N/A—23,535-23,535-100%$2.1M———
Wealthfront Advisers LLC
N/A—23,042-23,042-100%$2.1M———
Smartleaf Asset Management LLC
N/A—21,947-21,947-100%$2.0M———
Tillman Hartley LLC
N/A—20,641-20,641-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—20,310-20,310-100%$1.8M———
Clearwater Capital Advisors, LLC
N/A—19,958-19,958-100%$1.8M———
Earned Wealth Advisors, LLC
N/A—19,118-19,118-100%$1.7M———
Seeds Investor LLC
N/A—19,098-19,098-100%$1.7M———
Cetera Investment Advisers
N/A—18,961-18,961-100%$1.7M———
Tudor Investment Corp ET AL
N/A—18,826-18,826-100%$1.7M———
Banque Transatlantique SA
N/A—18,536-18,536-100%$1.7M———
Eaton-Cambridge Inc.
N/A—18,286-18,286-100%$1.6M———
Morris Financial Concepts, Inc.
N/A—17,804-17,804-100%$1.6M———
BlackRock, Inc.
N/A—17,776-17,776-100%$1.6M———
Bridgewealth Advisory Group, LLC
N/A—17,692-17,692-100%$1.6M———
LRI Investments, LLC
N/A—17,675-17,675-100%$1.6M———
Vanguard National Trust Co
N/A—17,092-17,092-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—16,771-16,771-100%$1.5M———
Poinciana Advisors Group, LLC
N/A—16,659-16,659-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—16,112-16,112-100%$1.4M———
Trailhead Planners LLC
N/A—16,099-16,099-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—15,203-15,203-100%$1.4M———
Proactive Wealth Strategies LLC
N/A—15,063-15,063-100%$1.3M———
Spartan Wealth Advisory Services LLC
N/A—14,440-14,440-100%$1.3M———
Belpointe Asset Management LLC
N/A—14,337-14,337-100%$1.3M———
Vawter Financial, Ltd.
N/A—13,670-13,670-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—13,643-13,643-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—13,012-13,012-100%$1.2M———
Leavell Investment Management, Inc.
N/A—12,945-12,945-100%$1.2M———
IEQ Capital, LLC
N/A—12,735-12,735-100%$1.1M———
Everpar Advisors LLC
N/A—12,709-12,709-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—12,222-12,222-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—11,618-11,618-100%$1.0M———
Captrust Financial Advisors
N/A—11,536-11,536-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—11,246-11,246-100%$1.0M———
Truepoint, Inc.
N/A—10,445-10,445-100%$931.7K———
Hilltop Holdings Inc.
N/A—10,192-10,192-100%$909.1K———
First Trust Advisors LP
N/A—10,104-10,104-100%$901.3K———
Medallion Wealth Advisors, LLC
N/A—9,601-9,601-100%$856.4K———
MOR Wealth Management, LLC
N/A—9,297-9,297-100%$829.3K———
Brown Advisory Inc
N/A—9,155-9,155-100%$816.6K———
Renaissance Technologies LLC
N/A—8,900-8,900-100%$793.9K———
CIBC World Market Inc.
N/A—8,604-8,604-100%$767.5K———
Arrowroot Family Office, LLC
N/A—8,543-8,543-100%$762.1K———
Camarda Financial Advisors, LLC
N/A—8,499-8,499-100%$758.1K———
Cloud Capital Management, LLC
N/A—8,482-8,482-100%$756.0K———
Caerus Investment Advisors, LLC
N/A—8,300-8,300-100%$740.4K———
Element Wealth, LLC
N/A—8,117-8,117-100%$724.0K———
LWM Advisory Services, LLC
N/A—7,987-7,987-100%$712.4K———
Empire Financial Management Company, LLC
N/A—7,846-7,846-100%$699.9K———
Ameritas Advisory Services, LLC
N/A—7,634-7,634-100%$681.0K———
Diversified Trust Co
N/A—7,560-7,560-100%$674.4K———
Tanglewood Legacy Advisors, LLC
N/A—7,380-7,380-100%$658.3K———
Axis Wealth Partners, LLC
N/A—7,374-7,374-100%$657.7K———
Tyche Wealth Partners LLC
N/A—7,359-7,359-100%$656.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,710-6,710-100%$598.5K———
Hills Bank & Trust Co
N/A—6,384-6,384-100%$569.5K———
Bogart Wealth, LLC
N/A—6,357-6,357-100%$567.1K———
KKM Financial LLC
N/A—6,310-6,310-100%$562.9K———
Moneta Group Investment Advisors LLC
N/A—6,301-6,301-100%$562.0K———
Cornerstone Capital, Inc.
N/A—6,146-6,146-100%$548.2K———
Stonebrook Private Inc.
N/A—6,084-6,084-100%$542.7K———
Kingsview Wealth Management, LLC
N/A—5,960-5,960-100%$531.6K———
Operose Advisors LLC
N/A—5,536-5,536-100%$493.9K———
L & S Advisors Inc
N/A—5,451-5,451-100%$486.2K———
Bank of Marin
N/A—5,433-5,433-100%$484.6K———
Vista Capital Partners, Inc.
N/A—5,432-5,432-100%$484.5K———
Mosaic Financial Group, LLC
N/A—5,395-5,395-100%$481.0K———
Alpha Financial Advisors, LLC
N/A—5,322-5,322-100%$474.7K———
PFG Investments, LLC
N/A—5,299-5,299-100%$472.7K———
Inspire Advisors, LLC
N/A—5,280-5,280-100%$471.0K———
Strategic Wealth Partners, Ltd.
N/A—5,089-5,089-100%$454.0K———
KEB Asset Management, LLC
N/A—5,071-5,071-100%$452.3K———
Mutual Advisors, LLC
N/A—5,035-5,035-100%$449.1K———
Ruedi Wealth Management, Inc.
N/A—4,916-4,916-100%$438.5K———
Fort Vancouver Investment Management, LLC
N/A—4,875-4,875-100%$434.9K———
Trustmark Bank Trust Department
N/A—4,839-4,839-100%$431.6K———
Wealth Alliance, LLC
N/A—4,809-4,809-100%$429.0K———
Geneos Wealth Management Inc.
N/A—4,718-4,718-100%$420.8K———
Franklin Resources Inc
N/A—4,597-4,597-100%$410.1K———
XTX Topco Ltd
N/A—4,515-4,515-100%$402.7K———
Parkwoods Wealth Partners, LLC
N/A—4,368-4,368-100%$389.6K———
FSA Advisors, Inc.
N/A—4,064-4,064-100%$362.5K———
Vistica Wealth Advisors, LLC
N/A—3,896-3,896-100%$347.5K———
Gambit Capital Management, LLC
N/A—3,885-3,885-100%$346.5K———
Steelhead Wealth Management LLC
N/A—3,884-3,884-100%$346.0K———
Bartlett & Co. Wealth Management LLC
N/A—3,843-3,843-100%$342.8K———
Citadel Advisors LLC
N/A—3,820-3,820-100%$340.7K———
Curi Capital, LLC
N/A—3,781-3,781-100%$337.3K———
Austin Wealth Management, LLC
N/A—3,774-3,774-100%$337.2K———
FFT Wealth Management LLC
N/A—3,653-3,653-100%$325.8K———
Impact Partnership Wealth, LLC
N/A—3,556-3,556-100%$317.2K———
Barnes Wealth Management Group, Inc
N/A—3,540-3,540-100%$315.8K———
Citizens Business Bank
N/A—3,491-3,491-100%$311.4K———
Moors & Cabot, Inc.
N/A—3,330-3,330-100%$297.0K———
Brand Asset Management Group, Inc.
N/A—3,301-3,301-100%$294.4K———
Sanchez Levi Garrett
N/A—3,295-3,295-100%$293.9K———
Paladin Advisory Group, LLC
N/A—3,215-3,215-100%$286.8K———
Transcend Capital Advisors, LLC
N/A—3,181-3,181-100%$283.8K———
Copley Financial Group, Inc.
N/A—3,172-3,172-100%$282.9K———
Collaborative Wealth Managment Inc.
N/A—3,100-3,100-100%$276.5K———
Aptus Capital Advisors, LLC
N/A—3,067-3,067-100%$273.6K———
Yukon Wealth Management, Inc.
N/A—3,021-3,021-100%$269.5K———
Glenmede Trust Co NA
N/A—2,907-2,907-100%$259.3K———
Satovsky Asset Management LLC
N/A—2,871-2,871-100%$256.1K———
Cahill Financial Advisors Inc
N/A—2,869-2,869-100%$255.9K———
Peapack Gladstone Financial Corp
N/A—2,676-2,676-100%$239.0K———
Main Street Financial Solutions, LLC
N/A—2,544-2,544-100%$226.9K———
Hexagon Capital Partners LLC
N/A—2,446-2,446-100%$218.2K———
Landing Point Financial Group, LLC
N/A—2,419-2,419-100%$215.8K———
Seaside Wealth Management, Inc.
N/A—2,361-2,361-100%$210.6K———
IFG Advisory, LLC
N/A—2,216-2,216-100%$197.7K———
Dogwood Wealth Management LLC
N/A—1,480-1,480-100%$132.0K———
Rothschild Investment LLC
N/A—1,380-1,380-100%$123.1K———
Beaird Harris Wealth Management, LLC
N/A—1,363-1,363-100%$121.6K———
UBS Asset Management Americas LLC
N/A—913-913-100%$81.4K———
Crewe Advisors LLC
N/A—788-788-100%$70.3K———
Dunhill Financial, LLC
N/A—721-721-100%$64.3K———
Vanguard Advisers Inc
N/A—713-713-100%$63.6K———
Collier Financial
N/A—706-706-100%$63.0K———
Johnson Financial Group, Inc.
N/A—682-682-100%$60.8K———
Zions Bancorporation, National Association
N/A—589-589-100%$52.5K———
Hantz Financial Services, Inc.
N/A—334-334-100%$30.0K———
Glassman Wealth Services
N/A—234-234-100%$20.9K———
Keating Financial Advisory Services, Inc.
N/A—198-198-100%$17.7K———
Harborfront Financial Group LLC
N/A—194-194-100%$17.3K———
Huntington National Bank
N/A—173-173-100%$15.4K———
Godfrey Financial Associates, Inc.
N/A—164-164-100%$14.6K———
Tiaa Wealth Investment Management LLC
N/A—154-154-100%$13.7K———
Whittier Trust Co of Nevada Inc
N/A—147-147-100%$13.2K———
Wellington-Altus USA Inc.
N/A—87-87-100%$7.4K———
Sankala Group LLC
N/A—81-81-100%$7.6K———
HFM Investment Advisors, LLC
N/A—64-64-100%$5.7K———
FWL Investment Management, LLC
N/A—59-59-100%$5.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—58-58-100%$5.2K———
BFC Planning, Inc.
N/A—58-58-100%$5.2K———
Top Private Wealth Llc.
N/A—54-54-100%$4.8K———
Institute for Wealth Management, Llc.
N/A—35-35-100%$3.1K———
National Bank of Canada
N/A—25-25-100%$2.2K———
Strive Financial Group,LLC
N/A—23-23-100%$2.1K———
Addison Advisors LLC
N/A—10-10-100%$902———
Atomic Invest LLC
N/A—10-10-100%$930———
Nomura Asset Management Co LTD
N/A—00—$0———
Luminist Capital LLC
N/A—00—$2.6K———
Showing 780 of 780 institutions