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Avantis Intl S/C Value ETF (AVDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares27,120,711 from 25,514,696
Change+1,606,015 (+6%)
Value$3.0B (+$337.2M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares11,926,013 from 11,690,609
Change+235,404 (+2%)
Value$1.3B (+$99.7M)
Filed 2026-11-06
Accredited Investors Inc.
DECREASED
Shares2,679,024 from 2,685,375
Change-6,351 (0%)
Value$293.0M (+$16.3M)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares2,521,225 from 2,361,879
Change+159,346 (+7%)
Value$275.8M (+$32.4M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares2,151,630 from 1,685,320
Change+466,310 (+28%)
Value$235.3M (+$61.7M)
Filed 2026-11-06
Unison Advisors LLC
DECREASED
Shares798,273 from 831,796
Change-33,523 (-4%)
Value$87.3M (+$1.6M)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
INCREASED
Shares767,927 from 749,670
Change+18,257 (+2%)
Value$84.0M (+$6.7M)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares705,864 from 663,940
Change+41,924 (+6%)
Value$77.2M (+$8.8M)
Filed 2026-10-27
Frontier Asset Management, LLC
INCREASED
Shares669,958 from 665,648
Change+4,310 (+1%)
Value$73.3M (+$4.7M)
Filed 2026-10-28
Wealth Management Nebraska
INCREASED
Shares584,721 from 574,120
Change+10,601 (+2%)
Value$64.0M (+$4.8M)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares569,360 from 525,853
Change+43,507 (+8%)
Value$61.5M (+$7.0M)
Filed 2026-10-08
Burton Enright Welch
DECREASED
Shares553,378 from 554,449
Change-1,071 (0%)
Value$60.5M (+$3.4M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares534,995 from 508,290
Change+26,705 (+5%)
Value$58.5M (+$6.1M)
Filed 2026-10-26
Foster Group, Inc.
DECREASED
Shares501,336 from 501,980
Change-644 (0%)
Value$54.8M (+$3.1M)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares493,275 from 484,542
Change+8,733 (+2%)
Value$54.0M (+$4.0M)
Filed 2026-10-27
Brickley Wealth Management
INCREASED
Shares451,098 from 449,714
Change+1,384 (+0%)
Value$49.3M (+$3.0M)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares400,502 from 384,008
Change+16,494 (+4%)
Value$43.8M (+$4.2M)
Filed 2026-10-15
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares368,576 from 362,990
Change+5,586 (+2%)
Value$40.3M (+$2.9M)
Filed 2026-11-02
Werba Rubin Papier Wealth Management
INCREASED
Shares339,923 from 338,706
Change+1,217 (+0%)
Value$37.2M (+$2.3M)
Filed 2026-11-06
Symmetry Partners, LLC
DECREASED
Shares332,104 from 340,588
Change-8,484 (-2%)
Value$36.3M (+$1.2M)
Filed 2026-10-27
Marquette Asset Management, LLC
DECREASED
Shares329,101 from 330,111
Change-1,010 (0%)
Value$36.0M (+$2.0M)
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares326,662 from 303,166
Change+23,496 (+8%)
Value$35.3M (+$4.0M)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares314,229 from 319,885
Change-5,656 (-2%)
Value$34.4M (+$1.4M)
Filed 2026-11-04
Meredith Wealth Planning
DECREASED
Shares314,035 from 317,877
Change-3,842 (-1%)
Value$34.3M (+$1.6M)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares310,485 from 297,911
Change+12,574 (+4%)
Value$34.0M (+$3.3M)
Filed 2026-10-21
Opus Capital Group, LLC
INCREASED
Shares310,434 from 309,726
Change+708 (+0%)
Value$34.0M (+$2.0M)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
INCREASED
Shares304,343 from 301,780
Change+2,563 (+1%)
Value$33.3M (+$2.2M)
Filed 2026-10-26
Emprise Bank
INCREASED
Shares298,753 from 295,845
Change+2,908 (+1%)
Value$32.7M (+$2.2M)
Filed 2026-10-07
Define Financial, LLC
INCREASED
Shares286,271 from 269,261
Change+17,010 (+6%)
Value$31.3M (+$3.6M)
Filed 2026-10-14
Atwood & Palmer Inc
INCREASED
Shares285,145 from 278,701
Change+6,444 (+2%)
Value$31.2M (+$2.5M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares279,733 from 276,552
Change+3,181 (+1%)
Value$30.6M (+$2.1M)
Filed 2026-11-02
Falcon Wealth Planning
INCREASED
Shares279,333 from 267,454
Change+11,879 (+4%)
Value$30.6M (+$3.0M)
Filed 2026-11-06
Quarry Hill Advisors, LLC
INCREASED
Shares270,338 from 255,834
Change+14,504 (+6%)
Value$29.6M (+$3.2M)
Filed 2026-11-04
Northwest Wealth Management, LLC
INCREASED
Shares269,056 from 258,980
Change+10,076 (+4%)
Value$29.4M (+$2.7M)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
INCREASED
Shares262,606 from 255,151
Change+7,455 (+3%)
Value$28.7M (+$2.4M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares258,316 from 168,723
Change+89,593 (+53%)
Value$27.8M (+$10.2M)
Filed 2026-10-13
Kondo Wealth Advisors, Inc.
INCREASED
Shares253,632 from 252,626
Change+1,006 (+0%)
Value$27.7M (+$1.7M)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares251,275 from 253,983
Change-2,708 (-1%)
Value$27.5M (+$1.3M)
Filed 2026-10-20
Financial Management Network Inc
INCREASED
Shares247,281 from 245,942
Change+1,339 (+1%)
Value$27.0M (+$1.8M)
Filed 2026-10-09
B&D White Capital Company, LLC
DECREASED
Shares234,225 from 246,676
Change-12,451 (-5%)
Value$25.6M (+$199.5K)
Filed 2026-11-02
Peirce Capital Management, LLC
DECREASED
Shares222,493 from 222,752
Change-259 (0%)
Value$24.3M (+$1.4M)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares221,854 from 205,867
Change+15,987 (+8%)
Value$24.3M (+$3.1M)
Filed 2026-11-03
Squire Investment Management Company, LLC
INCREASED
Shares221,291 from 206,275
Change+15,016 (+7%)
Value$24.2M (+$2.9M)
Filed 2026-11-03
Porter White Investment Advisors, Inc.
INCREASED
Shares213,780 from 97,956
Change+115,824 (+118%)
Value$23.4M (+$13.3M)
Filed 2026-10-14
Great Point Wealth Advisors, LLC
INCREASED
Shares209,278 from 187,077
Change+22,201 (+12%)
Value$22.9M (+$3.6M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
DECREASED
Shares207,116 from 213,530
Change-6,414 (-3%)
Value$22.7M (+$650.1K)
Filed 2026-10-28
Wealth Architects, LLC
INCREASED
Shares201,779 from 194,456
Change+7,323 (+4%)
Value$22.1M (+$2.0M)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares199,609 from 192,772
Change+6,837 (+4%)
Value$21.8M (+$2.0M)
Filed 2026-11-05
Cornerstone Wealth Partners, LLC
INCREASED
Shares197,959 from 162,609
Change+35,350 (+22%)
Value$21.7M (+$4.9M)
Filed 2026-10-28
Discipline Wealth Solutions, LLC
INCREASED
Shares197,136 from 195,266
Change+1,870 (+1%)
Value$21.6M (+$1.4M)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares196,450 from 188,913
Change+7,537 (+4%)
Value$21.5M (+$2.0M)
Filed 2026-10-22
Prosperity Planning, Inc.
INCREASED
Shares192,661 from 185,156
Change+7,505 (+4%)
Value$21.1M (+$2.0M)
Filed 2026-10-09
McMill Wealth Management
INCREASED
Shares188,790 from 178,884
Change+9,906 (+6%)
Value$20.6M (+$2.2M)
Filed 2026-11-05
HMV Wealth Advisors, LLC
INCREASED
Shares186,751 from 172,213
Change+14,538 (+8%)
Value$20.4M (+$2.7M)
Filed 2026-10-27
Oakwell Private Wealth Management, LLC
INCREASED
Shares185,959 from 174,577
Change+11,382 (+7%)
Value$20.3M (+$2.4M)
Filed 2026-11-06
Kaufman Rossin Wealth, LLC
INCREASED
Shares185,680 from 180,927
Change+4,753 (+3%)
Value$20.3M (+$1.7M)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares185,360 from 165,162
Change+20,198 (+12%)
Value$20.3M (+$3.3M)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
INCREASED
Shares182,834 from 178,867
Change+3,967 (+2%)
Value$20.0M (+$1.6M)
Filed 2026-11-06
RED Lighthouse Investment Management, LLC
INCREASED
Shares179,521 from 178,372
Change+1,149 (+1%)
Value$19.6M (+$1.3M)
Filed 2026-11-02
Plancorp, LLC
DECREASED
Shares176,006 from 176,120
Change-114 (0%)
Value$18.5M (+$342.1K)
Filed 2026-11-03
Valued Wealth Advisors LLC
INCREASED
Shares168,506 from 162,263
Change+6,243 (+4%)
Value$18.4M (+$1.7M)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares159,891 from 139,149
Change+20,742 (+15%)
Value$17.5M (+$3.1M)
Filed 2026-10-19
Hill Island Financial LLC
INCREASED
Shares158,316 from 72,144
Change+86,172 (+119%)
Value$17.3M (+$9.9M)
Filed 2026-10-20
Invariant Investment Management
INCREASED
Shares156,295 from 150,938
Change+5,357 (+4%)
Value$17.1M (+$1.1M)
Filed 2026-10-08
Friday Financial
INCREASED
Shares155,085 from 130,837
Change+24,248 (+19%)
Value$16.8M (+$3.2M)
Filed 2026-10-09
Fonville Wealth Management LLC
INCREASED
Shares151,698 from 145,825
Change+5,873 (+4%)
Value$16.6M (+$1.6M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares150,923 from 120,429
Change+30,494 (+25%)
Value$16.5M (+$4.1M)
Filed 2026-10-08
Flagstone Financial Management
INCREASED
Shares150,756 from 148,297
Change+2,459 (+2%)
Value$16.5M (+$1.2M)
Filed 2026-11-05
Barry Investment Advisors, LLC
INCREASED
Shares150,240 from 140,363
Change+9,877 (+7%)
Value$16.4M (+$2.0M)
Filed 2026-10-14
Three Arch Wealth Management LLC
INCREASED
Shares148,737 from 144,506
Change+4,231 (+3%)
Value$16.3M (+$1.4M)
Filed 2026-10-20
Nottingham Advisors, Inc.
DECREASED
Shares148,462 from 151,087
Change-2,625 (-2%)
Value$16.0M (+$600.2K)
Filed 2026-10-29
Intergy Private Wealth, LLC
INCREASED
Shares145,416 from 140,370
Change+5,046 (+4%)
Value$15.9M (+$1.4M)
Filed 2026-10-16
Family Wealth Partners, LLC
INCREASED
Shares139,511 from 134,910
Change+4,601 (+3%)
Value$15.3M (+$1.4M)
Filed 2026-10-20
Aerodigm Wealth, LLC
DECREASED
Shares139,468 from 148,229
Change-8,761 (-6%)
Value$15.3M (-$20.0K)
Filed 2026-10-16
Robinswood Financial LLC
DECREASED
Shares137,091 from 143,954
Change-6,863 (-5%)
Value$14.7M (-$120.5K)
Filed 2026-10-20
Mraz, Amerine & Associates, Inc.
INCREASED
Shares134,349 from 134,126
Change+223 (+0%)
Value$14.7M (+$873.4K)
Filed 2026-10-30
Angeles Investment Advisors, LLC
NEW
Shares132,800
Change+132,800
Value$14.5M
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares131,877 from 130,165
Change+1,712 (+1%)
Value$14.2M (+$642.6K)
Filed 2026-10-09
Collective Family Office LLC
DECREASED
Shares131,465 from 131,501
Change-36 (0%)
Value$14.4M (+$828.5K)
Filed 2026-10-05
Telos Capital Management, Inc.
INCREASED
Shares128,145 from 126,197
Change+1,948 (+2%)
Value$14.0M (+$1.0M)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares127,278 from 130,033
Change-2,755 (-2%)
Value$13.9M (+$521.7K)
Filed 2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED
Shares127,268 from 245,635
Change-118,367 (-48%)
Value$13.9M (-$11.4M)
Filed 2026-10-09
Apeiron RIA LLC
INCREASED
Shares122,734 from 122,003
Change+731 (+1%)
Value$13.3M (+$690.3K)
Filed 2026-10-08
Confluence Investment Management LLC
DECREASED
Shares119,821 from 125,698
Change-5,877 (-5%)
Value$13.1M (+$152.8K)
Filed 2026-10-01
Parkshore Wealth Management, Inc.
INCREASED
Shares116,776 from 104,377
Change+12,399 (+12%)
Value$12.8M (+$2.0M)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares116,590 from 108,171
Change+8,419 (+8%)
Value$12.8M (+$1.6M)
Filed 2026-10-19
Schulz Wealth, Ltd.
INCREASED
Shares115,258 from 103,193
Change+12,065 (+12%)
Value$12.6M (+$2.0M)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares114,943 from 117,186
Change-2,243 (-2%)
Value$12.6M (+$496.5K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
INCREASED
Shares113,000 from 104,566
Change+8,434 (+8%)
Value$12.4M (+$1.6M)
Filed 2026-11-06
XY Planning Network, Inc.
INCREASED
Shares112,267 from 80,955
Change+31,312 (+39%)
Value$12.3M (+$3.9M)
Filed 2026-10-14
Reap Financial Group, LLC
INCREASED
Shares111,943 from 105,749
Change+6,194 (+6%)
Value$12.2M (+$1.3M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares111,417 from 111,012
Change+405 (+0%)
Value$12.2M (+$747.0K)
Filed 2026-10-21
HBE Wealth Management, LLC
INCREASED
Shares107,555 from 104,095
Change+3,460 (+3%)
Value$11.8M (+$1.0M)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
INCREASED
Shares106,766 from 103,936
Change+2,830 (+3%)
Value$11.7M (+$967.5K)
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares103,800 from 109,690
Change-5,890 (-5%)
Value$11.4M (+$50.0K)
Filed 2026-10-16
Factor Wealth Management LTD
INCREASED
Shares99,938 from 98,148
Change+1,790 (+2%)
Value$10.9M (+$817.1K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares99,828 from 81,226
Change+18,602 (+23%)
Value$10.9M (+$2.5M)
Filed 2026-11-02
Financial Futures Ltd Liability Co.
INCREASED
Shares98,805 from 93,881
Change+4,924 (+5%)
Value$10.8M (+$1.1M)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares97,070 from 97,070
Change0 (0%)
Value$10.0M ($0)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares96,301 from 95,704
Change+597 (+1%)
Value$10.5M (+$671.1K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
INCREASED
Shares93,273 from 90,797
Change+2,476 (+3%)
Value$10.2M (+$845.6K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares92,748 from 91,314
Change+1,434 (+2%)
Value$10.0M (+$570.8K)
Filed 2026-10-16
Bayshore Asset Management, LLC
INCREASED
Shares91,709 from 85,787
Change+5,922 (+7%)
Value$9.9M (+$1.1M)
Filed 2026-11-03
Cadent Capital Advisors, LLC
NEW
Shares89,050
Change+89,050
Value$9.7M
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares88,810 from 74,096
Change+14,714 (+20%)
Value$9.7M (+$2.1M)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares88,292 from 90,335
Change-2,043 (-2%)
Value$9.7M (+$348.3K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares87,168 from 79,576
Change+7,592 (+10%)
Value$9.5M (+$1.3M)
Filed 2026-10-14
Ironwood Wealth Management, Llc.
INCREASED
Shares85,471 from 71,156
Change+14,315 (+20%)
Value$9.3M (+$2.0M)
Filed 2026-10-28
Stolz & Associates, PS
INCREASED
Shares84,952 from 83,717
Change+1,235 (+1%)
Value$9.3M (+$665.0K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
INCREASED
Shares83,069 from 76,258
Change+6,811 (+9%)
Value$9.1M (+$1.2M)
Filed 2026-10-29
Poinciana Advisors Group, LLC
DECREASED
Shares82,175 from 82,511
Change-336 (0%)
Value$9.6M (+$517.1K)
Filed 2026-11-06
Systelligence, LLC
INCREASED
Shares81,593 from 49,411
Change+32,182 (+65%)
Value$3.8M (-$1.3M)
Filed 2026-11-05
Harbor Group, Inc.
INCREASED
Shares81,203 from 72,251
Change+8,952 (+12%)
Value$8.9M (+$1.4M)
Filed 2026-10-14
Towerpoint Wealth, LLC
INCREASED
Shares80,360 from 53,615
Change+26,745 (+50%)
Value$8.8M (+$3.3M)
Filed 2026-10-13
Oceanside Advisors LLC
INCREASED
Shares78,999 from 76,498
Change+2,501 (+3%)
Value$8.6M (+$757.8K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares78,923 from 78,655
Change+268 (+0%)
Value$8.6M (+$527.2K)
Filed 2026-11-06
Bull Oak Capital, LLC
INCREASED
Shares78,269 from 76,925
Change+1,344 (+2%)
Value$8.6M (+$634.0K)
Filed 2026-10-23
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares76,414 from 73,757
Change+2,657 (+4%)
Value$8.4M (+$757.6K)
Filed 2026-10-26
Davidson Kahn Capital Management, LLC
INCREASED
Shares76,346 from 57,497
Change+18,849 (+33%)
Value$8.4M (+$2.4M)
Filed 2026-10-26
Physician Wealth Solutions Inc.
DECREASED
Shares75,084 from 76,304
Change-1,220 (-2%)
Value$8.2M (+$349.6K)
Filed 2026-10-14
Kestra Investment Management, LLC
INCREASED
Shares74,876 from 72,937
Change+1,939 (+3%)
Value$8.2M (+$673.8K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
INCREASED
Shares73,602 from 68,281
Change+5,321 (+8%)
Value$8.1M (+$1.0M)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares72,398 from 70,637
Change+1,761 (+2%)
Value$7.9M (+$639.8K)
Filed 2026-10-22
Ejmk Ventures LLC
INCREASED
Shares72,123 from 66,668
Change+5,455 (+8%)
Value$7.9M (+$1.0M)
Filed 2026-10-21
Oath Planning, LLC
INCREASED
Shares72,098 from 61,867
Change+10,231 (+17%)
Value$7.9M (+$1.5M)
Filed 2026-10-20
Cowa, LLC
DECREASED
Shares71,015 from 73,577
Change-2,562 (-3%)
Value$7.8M (+$185.6K)
Filed 2026-10-30
Anderson Hoagland & Co
DECREASED
Shares70,600 from 73,087
Change-2,487 (-3%)
Value$7.5M (-$65.7K)
Filed 2026-10-23
Bellecapital International Ltd.
DECREASED
Shares70,445 from 79,245
Change-8,800 (-11%)
Value$7.7M (-$460.9K)
Filed 2026-10-21
KOM Wealth Management Group, LLC
INCREASED
Shares68,166 from 60,781
Change+7,385 (+12%)
Value$7.5M (+$1.2M)
Filed 2026-10-15
Fiduciary Financial Group, LLC
NEW
Shares67,911
Change+67,911
Value$7.4M
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares67,480 from 66,237
Change+1,243 (+2%)
Value$7.4M (+$555.2K)
Filed 2026-10-23
Kings Path Partners LLC
DECREASED
Shares66,740 from 68,691
Change-1,951 (-3%)
Value$7.3M (+$221.4K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares66,372 from 59,639
Change+6,733 (+11%)
Value$7.3M (+$1.1M)
Filed 2026-11-04
First National Bank Sioux Falls
DECREASED
Shares65,242 from 84,956
Change-19,714 (-23%)
Value$7.1M (-$1.9M)
Filed 2026-10-13
Ballentine Capital Advisors, Inc
INCREASED
Shares63,743 from 60,995
Change+2,748 (+5%)
Value$7.0M (+$686.7K)
Filed 2026-10-14
Leibman Financial Services, Inc.
INCREASED
Shares62,448 from 54,662
Change+7,786 (+14%)
Value$6.8M (+$1.2M)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares62,406 from 62,327
Change+79 (+0%)
Value$6.8M (+$403.2K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares61,355 from 58,441
Change+2,914 (+5%)
Value$6.7M (+$688.7K)
Filed 2026-11-05
Avant Financial Advisors LLC
INCREASED
Shares61,258 from 60,142
Change+1,116 (+2%)
Value$6.7M (+$502.7K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares60,720 from 55,968
Change+4,752 (+8%)
Value$6.6M (+$874.0K)
Filed 2026-10-27
Community Bank, N.A.
DECREASED
Shares60,208 from 60,212
Change-4 (0%)
Value$6.6M (+$380.7K)
Filed 2026-11-06
Stegent Equity Advisors, Inc.
INCREASED
Shares59,941 from 46,201
Change+13,740 (+30%)
Value$6.6M (+$1.8M)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares59,484 from 62,150
Change-2,666 (-4%)
Value$6.5M (+$101.8K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares59,480 from 59,480
Change0 (0%)
Value$6.1M ($0)
Filed 2026-11-06
Southern Capital Services Inc
DECREASED
Shares59,291 from 65,934
Change-6,643 (-10%)
Value$6.5M (-$309.3K)
Filed 2026-10-19
Keybank National Association
INCREASED
Shares58,995 from 50,509
Change+8,486 (+17%)
Value$6.5M (+$1.2M)
Filed 2026-11-04
Prism Planning Partners LLC
INCREASED
Shares58,404 from 53,754
Change+4,650 (+9%)
Value$6.4M (+$848.8K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares58,136 from 56,682
Change+1,454 (+3%)
Value$6.1M (+$234.3K)
Filed 2026-10-27
Bannerman Wealth Management Group, LLC
INCREASED
Shares57,938 from 55,360
Change+2,578 (+5%)
Value$6.3M (+$632.4K)
Filed 2026-10-09
Golden Bell Financial Planning LLC
DECREASED
Shares57,808 from 57,971
Change-163 (0%)
Value$6.3M (+$349.2K)
Filed 2026-11-02
Bauman Advisory Group, LLC
INCREASED
Shares56,793 from 54,109
Change+2,684 (+5%)
Value$6.2M (+$636.0K)
Filed 2026-10-29
Alpha Omega Wealth Management LLC
INCREASED
Shares54,858 from 50,334
Change+4,524 (+9%)
Value$6.0M (+$813.4K)
Filed 2026-10-23
Cypress Point Wealth Management, LLC
INCREASED
Shares52,859 from 49,915
Change+2,944 (+6%)
Value$5.8M (+$637.9K)
Filed 2026-11-03
Stone Summit Wealth LLC
INCREASED
Shares52,444 from 51,721
Change+723 (+1%)
Value$5.7M (+$406.5K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares51,828 from 51,778
Change+50 (+0%)
Value$5.7M (+$333.2K)
Filed 2026-10-02
Haven Private, LLC
INCREASED
Shares51,058 from 47,088
Change+3,970 (+8%)
Value$5.6M (+$732.3K)
Filed 2026-10-27
Laurel Wealth Planning LLC
DECREASED
Shares49,541 from 49,705
Change-164 (0%)
Value$5.4M (+$296.7K)
Filed 2026-11-02
Tortoise Investment Management, LLC
DECREASED
Shares46,463 from 46,832
Change-369 (-1%)
Value$5.1M (+$256.1K)
Filed 2026-11-06
Asset One Wealth Management LLC
INCREASED
Shares46,212 from 42,072
Change+4,140 (+10%)
Value$5.1M (+$640.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares45,121 from 44,876
Change+245 (+1%)
Value$4.9M (+$310.9K)
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares43,760 from 39,580
Change+4,180 (+11%)
Value$4.8M (+$707.8K)
Filed 2026-11-06
Tandemgrowth Financial Advisors LLC
INCREASED
Shares42,794 from 40,790
Change+2,004 (+5%)
Value$4.7M (+$477.4K)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares42,486 from 33,399
Change+9,087 (+27%)
Value$4.6M (+$1.2M)
Filed 2026-10-23
Ariadne Wealth Management, LP
INCREASED
Shares41,928 from 41,526
Change+402 (+1%)
Value$4.6M (+$306.9K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
INCREASED
Shares41,675 from 40,935
Change+740 (+2%)
Value$4.6M (+$340.1K)
Filed 2026-10-14
Orange Investment Advisors, Inc.
NEW
Shares40,815
Change+40,815
Value$4.5M
Filed 2026-10-23
Lauterbach Financial Advisors, LLC
INCREASED
Shares40,465 from 35,886
Change+4,579 (+13%)
Value$4.4M (+$727.9K)
Filed 2026-10-21
Waterfront Wealth Inc.
INCREASED
Shares40,463 from 39,610
Change+853 (+2%)
Value$4.4M (+$226.0K)
Filed 2026-11-03
Vise Technologies, Inc.
NEW
Shares40,038
Change+40,038
Value$4.4M
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares39,550 from 28,398
Change+11,152 (+39%)
Value$4.3M (+$1.4M)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares39,543 from 39,996
Change-453 (-1%)
Value$4.3M (+$203.6K)
Filed 2026-10-23
DeLarme Wealth Management, Inc.
INCREASED
Shares39,062 from 37,384
Change+1,678 (+4%)
Value$4.3M (+$420.2K)
Filed 2026-10-30
Sentinel Trust Co LBA
NEW
Shares39,000
Change+39,000
Value$4.3M
Filed 2026-11-03
Index Fund Advisors, Inc.
INCREASED
Shares38,078 from 37,974
Change+104 (+0%)
Value$4.2M (+$251.8K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares37,916 from 35,772
Change+2,144 (+6%)
Value$4.1M (+$389.6K)
Filed 2026-10-20
Green Ridge Wealth Planning LLC
INCREASED
Shares36,195 from 32,691
Change+3,504 (+11%)
Value$4.0M (+$590.2K)
Filed 2026-10-08
Aire Advisors, LLC
DECREASED
Shares35,798 from 36,741
Change-943 (-3%)
Value$3.9M (+$129.4K)
Filed 2026-10-22
Legacy Wealth Management, LLC / MS
DECREASED
Shares35,177 from 37,372
Change-2,195 (-6%)
Value$3.8M (-$3.5K)
Filed 2026-10-30
Fairway Financial, LLC
NEW
Shares34,756
Change+34,756
Value$3.8M
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares34,597 from 23,423
Change+11,174 (+48%)
Value$3.8M (+$1.4M)
Filed 2026-10-30
Capstone Wealth Management, LLC
INCREASED
Shares34,270 from 33,085
Change+1,185 (+4%)
Value$3.7M (+$339.0K)
Filed 2026-11-02
Prospect Financial Group LLC
DECREASED
Shares33,940 from 39,966
Change-6,026 (-15%)
Value$3.7M (-$406.1K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares32,794 from 18,137
Change+14,657 (+81%)
Value$3.6M (+$1.7M)
Filed 2026-10-15
Earned Wealth Advisors, LLC
DECREASED
Shares31,760 from 31,821
Change-61 (0%)
Value$3.5M (+$194.8K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED
Shares31,715 from 32,595
Change-880 (-3%)
Value$3.5M (+$110.0K)
Filed 2026-10-05
Belleair Asset Management, LLC
INCREASED
Shares31,008 from 29,691
Change+1,317 (+4%)
Value$3.4M (+$332.0K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares30,647 from 29,856
Change+791 (+3%)
Value$3.4M (+$275.5K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares30,269 from 26,905
Change+3,364 (+13%)
Value$3.2M (+$448.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares30,269 from 26,905
Change+3,364 (+13%)
Value$3.2M (+$448.1K)
Filed 2026-10-20
Berkeley, Inc
INCREASED
Shares29,399 from 20,273
Change+9,126 (+45%)
Value$3.2M (+$1.1M)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares29,175 from 53,698
Change-24,523 (-46%)
Value$3.1M (-$2.5M)
Filed 2026-11-04
Equita Financial Network, Inc.
DECREASED
Shares29,146 from 29,176
Change-30 (0%)
Value$3.2M (+$181.4K)
Filed 2026-10-19
Seed Wealth Management, Inc.
INCREASED
Shares29,032 from 27,882
Change+1,150 (+4%)
Value$3.2M (+$302.3K)
Filed 2026-10-20
Paragon Advisors, LLC
INCREASED
Shares28,888 from 21,216
Change+7,672 (+36%)
Value$3.2M (+$973.5K)
Filed 2026-11-03
Tillman Hartley LLC
DECREASED
Shares28,336 from 28,351
Change-15 (0%)
Value$3.1M (+$177.8K)
Filed 2026-11-06
TrustWell Financial Advisors, LLC
DECREASED
Shares28,059 from 28,509
Change-450 (-2%)
Value$3.1M (+$131.3K)
Filed 2026-10-15
Sensenig Capital Advisors, Inc
INCREASED
Shares27,732 from 26,439
Change+1,293 (+5%)
Value$3.0M (+$308.8K)
Filed 2026-10-23
McLean Asset Management Corp
DECREASED
Shares27,057 from 27,648
Change-591 (-2%)
Value$2.8M (-$103.5K)
Filed 2026-11-06
Cogent Strategic Wealth LLC
INCREASED
Shares26,595 from 26,555
Change+40 (+0%)
Value$2.9M (+$172.5K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares26,229 from 25,562
Change+667 (+3%)
Value$2.9M (+$234.8K)
Filed 2026-10-19
Networth Advisors, LLC
INCREASED
Shares26,215 from 25,047
Change+1,168 (+5%)
Value$2.9M (+$286.3K)
Filed 2026-11-03
Phillip James Consulting Co.
INCREASED
Shares25,796 from 25,490
Change+306 (+1%)
Value$2.8M (+$194.8K)
Filed 2026-11-03
Frankly Finances, LLC
INCREASED
Shares25,748 from 25,558
Change+190 (+1%)
Value$2.8M (+$182.6K)
Filed 2026-10-28
Forum Financial Management, LP
DECREASED
Shares25,323 from 26,828
Change-1,505 (-6%)
Value$2.8M (+$5.2K)
Filed 2026-10-16
Fiduciary Alliance LLC
NEW
Shares24,750
Change+24,750
Value$2.7M
Filed 2026-10-13
Basso Capital Management, L.P.
DECREASED
Shares24,522 from 80,328
Change-55,806 (-69%)
Value$2.7M (-$5.6M)
Filed 2026-10-30
Aspirean Wealth, LLC
INCREASED
Shares24,444 from 19,612
Change+4,832 (+25%)
Value$2.7M (+$652.7K)
Filed 2026-11-03
Global Trust Wealth Management LLC
DECREASED
Shares23,590 from 23,704
Change-114 (0%)
Value$2.6M (+$137.6K)
Filed 2026-10-14
Holcombe Financial, Inc.
INCREASED
Shares23,570 from 22,980
Change+590 (+3%)
Value$2.6M (+$210.0K)
Filed 2026-10-16
Adkins Seale Capital Management LLC
NEW
Shares23,403
Change+23,403
Value$2.6M
Filed 2026-10-27
Balboa Wealth Partners
INCREASED
Shares23,125 from 23,061
Change+64 (+0%)
Value$2.5M (+$153.0K)
Filed 2026-10-20
LAM Group, Inc.
INCREASED
Shares23,100 from 22,885
Change+215 (+1%)
Value$2.5M (+$168.4K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED
Shares23,019 from 25,311
Change-2,292 (-9%)
Value$2.5M (-$90.5K)
Filed 2026-10-23
Navigoe, LLC
INCREASED
Shares22,826 from 22,594
Change+232 (+1%)
Value$2.5M (+$168.0K)
Filed 2026-11-04
IAG Wealth Partners, LLC
DECREASED
Shares22,523 from 22,529
Change-6 (0%)
Value$2.5M (+$141.9K)
Filed 2026-11-06
Astra Wealth Partners LLC
INCREASED
Shares22,308 from 21,308
Change+1,000 (+5%)
Value$2.4M (+$244.3K)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares21,967 from 22,251
Change-284 (-1%)
Value$2.4M (+$109.9K)
Filed 2026-10-08
PFC Capital Group, Inc.
INCREASED
Shares21,841 from 21,509
Change+332 (+2%)
Value$2.4M (+$173.0K)
Filed 2026-11-06
Hudson Oak Wealth Advisory LLC
INCREASED
Shares21,713 from 21,329
Change+384 (+2%)
Value$2.4M (+$177.0K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares21,668 from 3,004
Change+18,664 (+621%)
Value$2.4M (+$2.1M)
Filed 2026-10-08
55 North Private Wealth, LLC
INCREASED
Shares21,156 from 20,100
Change+1,056 (+5%)
Value$2.3M (+$242.7K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
INCREASED
Shares20,844 from 20,796
Change+48 (+0%)
Value$2.3M (+$136.9K)
Filed 2026-10-21
Torren Management, LLC
INCREASED
Shares20,651 from 20,559
Change+92 (+0%)
Value$2.3M (+$140.2K)
Filed 2026-10-29
Insight Wealth Partners, LLC
DECREASED
Shares20,343 from 22,551
Change-2,208 (-10%)
Value$2.2M (-$98.8K)
Filed 2026-10-26
Arlington Capital Management Inc
NEW
Shares20,028
Change+20,028
Value$2.2M
Filed 2026-10-30
Breakwater Capital Group
INCREASED
Shares19,914 from 18,912
Change+1,002 (+5%)
Value$2.2M (+$229.3K)
Filed 2026-10-09
Verus Wealth Management, LLC
INCREASED
Shares19,649 from 16,160
Change+3,489 (+22%)
Value$2.1M (+$483.9K)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares19,542 from 18,081
Change+1,461 (+8%)
Value$2.1M (+$274.3K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED
Shares18,995 from 18,895
Change+100 (+1%)
Value$2.1M (+$130.5K)
Filed 2026-10-26
Altar Rock LLC
DECREASED
Shares18,924 from 19,026
Change-102 (-1%)
Value$2.1M (+$93.0K)
Filed 2026-11-06
Philadelphia Trust Co
UNCHANGED
Shares18,892 from 18,892
Change0 (0%)
Value$2.1M (+$119.0K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
NEW
Shares18,867
Change+18,867
Value$2.0M
Filed 2026-10-19
Pacific Asset Management, LLC
INCREASED
Shares17,709 from 16,740
Change+969 (+6%)
Value$1.9M (+$211.9K)
Filed 2026-10-15
Northland Capital Management LLC
INCREASED
Shares17,674 from 17,112
Change+562 (+3%)
Value$1.9M (+$169.7K)
Filed 2026-10-15
Ocean Park Asset Management, LLC
INCREASED
Shares17,293 from 16,360
Change+933 (+6%)
Value$1.9M (+$205.6K)
Filed 2026-10-21
Trademark Financial Management, LLC
INCREASED
Shares17,185 from 17,137
Change+48 (+0%)
Value$1.9M (+$113.8K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares17,145 from 13,649
Change+3,496 (+26%)
Value$1.9M (+$468.8K)
Filed 2026-10-22
Burk Holdings LLC
INCREASED
Shares17,084 from 14,058
Change+3,026 (+22%)
Value$1.9M (+$419.9K)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares16,982 from 16,968
Change+14 (+0%)
Value$1.9M (+$108.9K)
Filed 2026-10-19
Maia Wealth LLC
INCREASED
Shares16,968 from 15,293
Change+1,675 (+11%)
Value$1.9M (+$280.1K)
Filed 2026-10-19
SC&H Financial Advisors, Inc.
INCREASED
Shares16,816 from 16,802
Change+14 (+0%)
Value$1.8M (+$107.9K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares16,706 from 17,879
Change-1,173 (-7%)
Value$1.8M (-$15.2K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
NEW
Shares16,372
Change+16,372
Value$1.8M
Filed 2026-10-23
Middleton & Co Inc
DECREASED
Shares16,172 from 16,282
Change-110 (-1%)
Value$1.8M (+$91.0K)
Filed 2026-10-23
Austin Wealth Management, LLC
DECREASED
Shares15,962 from 16,088
Change-126 (-1%)
Value$1.7M (+$69.4K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
UNCHANGED
Shares15,930 from 15,930
Change0 (0%)
Value$1.7M (+$100.8K)
Filed 2026-10-14
Prudent Investor Advisors, LLC
NEW
Shares15,597
Change+15,597
Value$1.7M
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares15,282 from 12,503
Change+2,779 (+22%)
Value$1.7M (+$383.1K)
Filed 2026-10-21
Verdence Capital Advisors LLC
DECREASED
Shares15,204 from 15,909
Change-705 (-4%)
Value$1.7M (+$23.6K)
Filed 2026-10-26
Lifetime Wealth Management P.C.
DECREASED
Shares15,162 from 15,912
Change-750 (-5%)
Value$1.7M (+$18.6K)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
INCREASED
Shares15,110 from 3,961
Change+11,149 (+281%)
Value$1.7M (+$1.2M)
Filed 2026-10-15
Tableaux LLC
INCREASED
Shares14,960 from 14,529
Change+431 (+3%)
Value$1.6M (+$139.1K)
Filed 2026-10-23
L.K. Benson & Company, P.C.
DECREASED
Shares14,628 from 15,374
Change-746 (-5%)
Value$1.6M (+$15.7K)
Filed 2026-10-23
John A. Wolfe & Associates, Inc.
NEW
Shares14,445
Change+14,445
Value$1.6M
Filed 2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares14,379 from 4,708
Change+9,671 (+205%)
Value$1.6M (+$1.1M)
Filed 2026-10-14
Gibson Capital, LLC
DECREASED
Shares14,341 from 16,162
Change-1,821 (-11%)
Value$1.6M (-$96.9K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares14,286 from 5,265
Change+9,021 (+171%)
Value$1.6M (+$1.0M)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares14,181 from 10,898
Change+3,283 (+30%)
Value$1.6M (+$428.1K)
Filed 2026-10-28
Alhambra Investment Management LLC
NEW
Shares14,044
Change+14,044
Value$1.5M
Filed 2026-10-15
Triton Wealth Management, Pllc
DECREASED
Shares13,948 from 21,439
Change-7,491 (-35%)
Value$1.5M (-$745.1K)
Filed 2026-11-04
UMB Bank, n.a.
INCREASED
Shares13,897 from 13,331
Change+566 (+4%)
Value$1.5M (+$146.3K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares13,823 from 6,668
Change+7,155 (+107%)
Value$1.5M (+$824.8K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares13,704 from 13,021
Change+683 (+5%)
Value$1.5M (+$157.1K)
Filed 2026-10-29
Powerhouse Assets LLC
DECREASED
Shares13,624 from 13,724
Change-100 (-1%)
Value$1.5M (+$76.0K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares13,622 from 13,371
Change+251 (+2%)
Value$1.5M (+$109.7K)
Filed 2026-10-09
Curtis Advisory Group, LLC
INCREASED
Shares13,577 from 13,166
Change+411 (+3%)
Value$1.5M (+$128.3K)
Filed 2026-10-28
Indivisible Partners
NEW
Shares13,422
Change+13,422
Value$1.5M
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares13,354 from 9,892
Change+3,462 (+35%)
Value$1.5M (+$441.3K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares13,218 from 8,435
Change+4,783 (+57%)
Value$1.4M (+$576.6K)
Filed 2026-11-03
Sunpointe, LLC
UNCHANGED
Shares13,163 from 13,163
Change0 (0%)
Value$1.4M (+$83.3K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares13,161 from 17,256
Change-4,095 (-24%)
Value$1.4M (-$338.7K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares12,443 from 12,325
Change+118 (+1%)
Value$1.4M (+$90.9K)
Filed 2026-10-28
RCS Financial Planning, LLC
DECREASED
Shares12,258 from 29,877
Change-17,619 (-59%)
Value$1.3M (-$1.7M)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
INCREASED
Shares11,994 from 7,956
Change+4,038 (+51%)
Value$1.3M (+$492.0K)
Filed 2026-11-03
Winnacle Wealth LLC
NEW
Shares11,959
Change+11,959
Value$1.3M
Filed 2026-10-15
E&G Advisors, LLC
INCREASED
Shares11,864 from 11,498
Change+366 (+3%)
Value$1.3M (+$112.8K)
Filed 2026-10-13
Abacus Planning Group, Inc.
DECREASED
Shares11,154 from 12,487
Change-1,333 (-11%)
Value$1.2M (-$66.7K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED
Shares11,017 from 10,607
Change+410 (+4%)
Value$1.2M (+$112.0K)
Filed 2026-10-30
Asset Dedication, LLC
INCREASED
Shares10,896 from 10,837
Change+59 (+1%)
Value$1.2M (+$75.1K)
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares9,882 from 8,905
Change+977 (+11%)
Value$1.1M (+$163.2K)
Filed 2026-11-04
Level Financial Advisors
DECREASED
Shares9,685 from 10,032
Change-347 (-3%)
Value$1.1M (+$25.5K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares9,631 from 6,903
Change+2,728 (+40%)
Value$1.1M (+$342.2K)
Filed 2026-11-06
Wedbush Securities Inc
NEW
Shares9,455
Change+9,455
Value$1.0M
Filed 2026-10-22
Liberty Capital Management, Inc.
DECREASED
Shares9,454 from 9,486
Change-32 (0%)
Value$1.0M (+$56.5K)
Filed 2026-11-02
Pacific Sage Partners, LLC
INCREASED
Shares9,309 from 9,006
Change+303 (+3%)
Value$1.0M (+$90.2K)
Filed 2026-10-21
BCM Advisors, LLC
NEW
Shares9,242
Change+9,242
Value$971.4K
Filed 2026-11-03
Exchange Bank
INCREASED
Shares9,239 from 8,379
Change+860 (+10%)
Value$1.0M (+$147.1K)
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares9,148 from 9,360
Change-212 (-2%)
Value$1.0M (+$36.1K)
Filed 2026-11-05
Svrn Asset Management, LLC
UNCHANGED
Shares9,049 from 9,049
Change0 (0%)
Value$989.7K (+$57.3K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares8,915 from 8,849
Change+66 (+1%)
Value$975.1K (+$63.2K)
Filed 2026-10-09
Selective Wealth Management, Inc.
INCREASED
Shares8,724 from 8,191
Change+533 (+7%)
Value$936.2K (+$96.1K)
Filed 2026-10-16
Central Trust Co
DECREASED
Shares8,648 from 9,190
Change-542 (-6%)
Value$945.9K (-$1.1K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares8,494 from 8,706
Change-212 (-2%)
Value$929.1K (+$31.9K)
Filed 2026-10-15
Kane Co Wealth Management, Inc.
INCREASED
Shares8,274 from 8,103
Change+171 (+2%)
Value$905.0K (+$70.0K)
Filed 2026-11-04
Entrewealth, LLC
INCREASED
Shares8,114 from 7,571
Change+543 (+7%)
Value$887.5K (+$68.4K)
Filed 2026-10-14
National Wealth Management Group, LLC
NEW
Shares7,953
Change+7,953
Value$869.9K
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares7,915 from 7,700
Change+215 (+3%)
Value$865.7K (+$72.2K)
Filed 2026-11-04
Prosperitas Financial LLC
INCREASED
Shares7,886 from 7,772
Change+114 (+1%)
Value$862.6K (+$61.7K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares7,884 from 7,608
Change+276 (+4%)
Value$862.4K (+$78.4K)
Filed 2026-10-13
Ifrah Financial Services, Inc.
DECREASED
Shares7,852 from 7,926
Change-74 (-1%)
Value$858.9K (+$42.1K)
Filed 2026-10-13
Cypress Financial Planning LLC
INCREASED
Shares7,810 from 7,695
Change+115 (+1%)
Value$854.3K (+$61.3K)
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED
Shares7,734 from 10,964
Change-3,230 (-29%)
Value$845.9K (-$283.9K)
Filed 2026-10-14
Endeavor Private Wealth, Inc.
INCREASED
Shares7,662 from 7,066
Change+596 (+8%)
Value$838.0K (+$109.8K)
Filed 2026-11-05
Echo Wealth Management, LLC
INCREASED
Shares7,581 from 4,515
Change+3,066 (+68%)
Value$829.2K (+$363.9K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares7,488 from 3,368
Change+4,120 (+122%)
Value$819.1K (+$471.9K)
Filed 2026-10-14
Cogent Private Wealth, Inc.
DECREASED
Shares7,416 from 7,446
Change-30 (0%)
Value$811.2K (+$43.9K)
Filed 2026-11-06
Hengehold Capital Management LLC
DECREASED
Shares7,087 from 7,149
Change-62 (-1%)
Value$775.1K (+$38.4K)
Filed 2026-10-16
BIP Wealth, LLC
NEW
Shares7,083
Change+7,083
Value$774.7K
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares6,943 from 18,280
Change-11,337 (-62%)
Value$759.4K (-$1.1M)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares6,853 from 6,853
Change0 (0%)
Value$749.6K (+$43.4K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares6,784 from 143
Change+6,641 (+4644%)
Value$728.0K (+$713.3K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
DECREASED
Shares6,759 from 8,430
Change-1,671 (-20%)
Value$722.0K (-$146.7K)
Filed 2026-11-02
KFG LLC
NEW
Shares6,709
Change+6,709
Value$733.8K
Filed 2026-11-02
Narus Financial Partners, LLC
INCREASED
Shares6,644 from 4,388
Change+2,256 (+51%)
Value$726.7K (+$274.5K)
Filed 2026-10-19
Cypress Wealth Services, LLC
UNCHANGED
Shares6,547 from 6,547
Change0 (0%)
Value$707.5K (+$32.8K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares6,266 from 6,204
Change+62 (+1%)
Value$685.4K (+$46.1K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares6,193 from 6,248
Change-55 (-1%)
Value$677.4K (+$33.5K)
Filed 2026-10-20
James Investment Research, Inc.
INCREASED
Shares6,173 from 6,044
Change+129 (+2%)
Value$675.2K (+$52.4K)
Filed 2026-10-22
M Wealth Management, LLC
UNCHANGED
Shares6,152 from 6,152
Change0 (0%)
Value$672.9K (+$38.9K)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares6,149 from 5,225
Change+924 (+18%)
Value$672.6K (+$134.2K)
Filed 2026-11-05
Sovran Advisors, LLC
NEW
Shares6,084
Change+6,084
Value$650.0K
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares5,778 from 3,666
Change+2,112 (+58%)
Value$632.0K (+$254.3K)
Filed 2026-11-05
Nova R Wealth, Inc.
DECREASED
Shares5,556 from 5,859
Change-303 (-5%)
Value$607.7K (+$3.9K)
Filed 2026-10-26
R2 Capital Strategies, LLC
INCREASED
Shares5,541 from 4,345
Change+1,196 (+28%)
Value$606.1K (+$158.3K)
Filed 2026-10-15
MCF Advisors LLC
DECREASED
Shares5,383 from 5,672
Change-289 (-5%)
Value$588.8K (+$4.3K)
Filed 2026-10-28
Colonial River Investments, LLC
INCREASED
Shares5,357 from 4,248
Change+1,109 (+26%)
Value$586.0K (+$148.2K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED
Shares5,195 from 5,195
Change0 (0%)
Value$568.2K (+$32.9K)
Filed 2026-10-15
Lutz Financial Services LLC
UNCHANGED
Shares5,170 from 5,170
Change0 (0%)
Value$565.5K (+$32.7K)
Filed 2026-11-06
Perryman Financial Advisory Inc
DECREASED
Shares5,132 from 5,615
Change-483 (-9%)
Value$561.3K (-$17.3K)
Filed 2026-10-16
Quadcap Wealth Management, LLC
INCREASED
Shares5,092 from 2,007
Change+3,085 (+154%)
Value$557.0K (+$350.2K)
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares5,018 from 5,018
Change0 (0%)
Value$517.1K ($0)
Filed 2026-10-06
Parkside Financial Bank & Trust
INCREASED
Shares4,884 from 4,882
Change+2 (+0%)
Value$534.2K (+$31.1K)
Filed 2026-10-27
Root Financial Partners, LLC
INCREASED
Shares4,738 from 4,082
Change+656 (+16%)
Value$518.3K (+$97.6K)
Filed 2026-10-21
Rockwood Wealth Management, LLC
UNCHANGED
Shares4,676 from 4,676
Change0 (0%)
Value$511.4K (+$29.6K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,465 from 4,465
Change0 (0%)
Value$488.4K (+$28.3K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares4,415 from 2,398
Change+2,017 (+84%)
Value$482.9K (+$235.8K)
Filed 2026-10-13
Legacies Wealth LLC
UNCHANGED
Shares4,388 from 4,388
Change0 (0%)
Value$480.0K (+$27.8K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares4,293
Change+4,293
Value$469.6K
Filed 2026-11-03
Intelligent Financial Strategies
INCREASED
Shares4,277 from 4,275
Change+2 (+0%)
Value$467.8K (+$27.2K)
Filed 2026-10-16
Facet Wealth, Inc.
INCREASED
Shares4,254 from 3,339
Change+915 (+27%)
Value$465.3K (+$121.2K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
DECREASED
Shares4,075 from 4,134
Change-59 (-1%)
Value$445.7K (+$19.7K)
Filed 2026-10-20
PUREfi Wealth, LLC
NEW
Shares4,016
Change+4,016
Value$439.3K
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,998 from 3,998
Change0 (0%)
Value$437.3K (+$25.3K)
Filed 2026-10-15
Valmark Advisers, Inc.
UNCHANGED
Shares3,953 from 3,953
Change0 (0%)
Value$432.4K (+$25.0K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares3,933 from 3,944
Change-11 (0%)
Value$430.2K (+$23.7K)
Filed 2026-11-03
Wealth Preservation Advisors, LLC
NEW
Shares3,854
Change+3,854
Value$421.6K
Filed 2026-11-05
Allodium Investment Consultants, LLC
DECREASED
Shares3,808 from 3,824
Change-16 (0%)
Value$416.6K (+$22.5K)
Filed 2026-10-14
Foster Victor Wealth Advisors, LLC
NEW
Shares3,760
Change+3,760
Value$403.6K
Filed 2026-10-21
Solidarity Wealth, LLC
INCREASED
Shares3,740 from 3,655
Change+85 (+2%)
Value$409.1K (+$32.4K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
DECREASED
Shares3,707 from 4,483
Change-776 (-17%)
Value$405.4K (-$56.5K)
Filed 2026-10-01
Aureum Wealth Management, LLC
DECREASED
Shares3,625 from 4,511
Change-886 (-20%)
Value$396.5K (-$68.4K)
Filed 2026-10-15
Life Planning Partners, Inc
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$394.3K (+$22.8K)
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares3,600 from 4,840
Change-1,240 (-26%)
Value$393.8K (-$105.0K)
Filed 2026-11-03
Financial Architects, LLC
DECREASED
Shares3,520 from 3,540
Change-20 (-1%)
Value$385.0K (+$20.2K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares3,512 from 3,508
Change+4 (+0%)
Value$384.1K (+$22.6K)
Filed 2026-11-05
Cushing Capital Partners, LLC
NEW
Shares3,449
Change+3,449
Value$377.2K
Filed 2026-10-20
Financial Symmetry Inc
DECREASED
Shares3,441 from 3,512
Change-71 (-2%)
Value$376.4K (+$14.5K)
Filed 2026-10-06
One Way Holdings LLC
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$365.5K (+$21.2K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
INCREASED
Shares3,293 from 3,200
Change+93 (+3%)
Value$360.2K (+$30.4K)
Filed 2026-10-22
Well Done, LLC
DECREASED
Shares3,267 from 3,347
Change-80 (-2%)
Value$357.3K (+$12.4K)
Filed 2026-10-20
Foresight Capital Management Advisors, Inc.
INCREASED
Shares3,257 from 2,963
Change+294 (+10%)
Value$356.3K (+$51.0K)
Filed 2026-10-27
Klaas Financial Asset Advisors, LLC
DECREASED
Shares3,236 from 3,334
Change-98 (-3%)
Value$354.0K (+$10.4K)
Filed 2026-10-19
Foundry Financial LLC
INCREASED
Shares3,233 from 3,201
Change+32 (+1%)
Value$353.6K (+$23.7K)
Filed 2026-10-16
Omni 360 Wealth, Inc.
NEW
Shares3,220
Change+3,220
Value$352.2K
Filed 2026-10-13
JDH Wealth Management, LLC
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$338.0K (+$19.6K)
Filed 2026-10-20
Sage Rhino Capital LLC
INCREASED
Shares3,082 from 3,077
Change+5 (+0%)
Value$337.1K (+$20.0K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,079 from 3,076
Change+3 (+0%)
Value$336.8K (+$19.8K)
Filed 2026-10-16
Leading Edge Financial Planning LLC
DECREASED
Shares2,999 from 3,067
Change-68 (-2%)
Value$328.0K (+$12.0K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,955 from 2,146
Change+809 (+38%)
Value$323.2K (+$101.5K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares2,931 from 2,512
Change+419 (+17%)
Value$320.6K (+$61.8K)
Filed 2026-11-04
Riverbend Wealth Management, LLC
DECREASED
Shares2,911 from 2,968
Change-57 (-2%)
Value$318.4K (+$12.5K)
Filed 2026-10-15
Ballast, Inc.
NEW
Shares2,900
Change+2,900
Value$317.2K
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares2,891 from 2,636
Change+255 (+10%)
Value$316.2K (+$44.5K)
Filed 2026-10-29
Thor Investment Management Inc
INCREASED
Shares2,875 from 2,354
Change+521 (+22%)
Value$314.5K (+$71.9K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
NEW
Shares2,832
Change+2,832
Value$309.8K
Filed 2026-10-15
TruNorth Capital Management, LLC
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$307.4K (+$17.8K)
Filed 2026-10-14
BFI Wealth Solutions, LLC
INCREASED
Shares2,788 from 2,787
Change+1 (+0%)
Value$305.0K (+$17.8K)
Filed 2026-10-16
Choreo, LLC
NEW
Shares2,787
Change+2,787
Value$304.9K
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$291.2K (+$16.9K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
NEW
Shares2,638
Change+2,638
Value$288.5K
Filed 2026-11-02
Freedom Day Solutions, LLC
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$284.1K (+$16.4K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares2,584 from 20,817
Change-18,233 (-88%)
Value$279.2K (-$1.9M)
Filed 2026-10-20
CWA Asset Management Group, LLC
INCREASED
Shares2,547 from 2,473
Change+74 (+3%)
Value$278.6K (+$23.7K)
Filed 2026-10-19
Flagstar Securities, Inc
NEW
Shares2,503
Change+2,503
Value$273.8K
Filed 2026-10-15
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$273.1K (+$15.8K)
Filed 2026-10-29
Convergence Financial, LLC
NEW
Shares2,493
Change+2,493
Value$272.7K
Filed 2026-10-27
Meritas Wealth Management, LLC
INCREASED
Shares2,471 from 2,353
Change+118 (+5%)
Value$270.3K (+$27.8K)
Filed 2026-10-14
Roman Butler Fullerton & Co
DECREASED
Shares2,466 from 2,481
Change-15 (-1%)
Value$264.8K (+$9.0K)
Filed 2026-10-27
RVW Wealth, LLC
DECREASED
Shares2,435 from 2,720
Change-285 (-10%)
Value$266.3K (-$14.0K)
Filed 2026-10-06
International Assets Investment Management, LLC
DECREASED
Shares2,395 from 2,560
Change-165 (-6%)
Value$258.8K (-$6.4K)
Filed 2026-11-02
Austin Asset Management Co Inc
NEW
Shares2,255
Change+2,255
Value$246.7K
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares2,241 from 2,218
Change+23 (+1%)
Value$245.2K (+$16.6K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
INCREASED
Shares2,218 from 2,211
Change+7 (+0%)
Value$242.6K (+$14.8K)
Filed 2026-10-19
Shotwell Rutter Baer Inc
DECREASED
Shares2,193 from 2,197
Change-4 (0%)
Value$239.9K (+$13.5K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$237.6K (+$13.7K)
Filed 2026-10-22
Global Wealth Management, LLC
INCREASED
Shares2,147 from 2,141
Change+6 (+0%)
Value$234.8K (+$14.1K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares2,137
Change+2,137
Value$230
Filed 2026-11-03
Dynamic Advisor Solutions LLC
NEW
Shares2,127
Change+2,127
Value$232.6K
Filed 2026-10-13
Kestra Private Wealth Services, LLC
NEW
Shares2,115
Change+2,115
Value$231.4K
Filed 2026-11-06
Collaborative Capital Advisors LLC
NEW
Shares2,092
Change+2,092
Value$228.8K
Filed 2026-11-06
Base Wealth Management LLC
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$227.3K (+$13.2K)
Filed 2026-10-21
Accel Wealth Management
DECREASED
Shares2,074 from 2,080
Change-6 (0%)
Value$226.9K (+$12.5K)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares2,017 from 2,089
Change-72 (-3%)
Value$217.9K (-$3.1K)
Filed 2026-10-13
Worth Asset Management, LLC
DECREASED
Shares1,988 from 2,013
Change-25 (-1%)
Value$217.4K (+$10.0K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,984 from 13,112
Change-11,128 (-85%)
Value$217.0K (-$1.1M)
Filed 2026-11-03
Kingsman Wealth Management, Inc.
NEW
Shares1,946
Change+1,946
Value$212.9K
Filed 2026-10-13
Stevens Capital Partners
NEW
Shares1,944
Change+1,944
Value$212.6K
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares1,934
Change+1,934
Value$211.5K
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares1,899 from 1,669
Change+230 (+14%)
Value$207.7K (+$35.7K)
Filed 2026-10-19
LongView Wealth Management
NEW
Shares1,898
Change+1,898
Value$207.6K
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares1,885
Change+1,885
Value$206.1K
Filed 2026-11-03
Aurelius Family Office LLC
NEW
Shares1,849
Change+1,849
Value$202.2K
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
NEW
Shares1,844
Change+1,844
Value$201.7K
Filed 2026-10-06
RHL Group, LLC
NEW
Shares1,824
Change+1,824
Value$199.5K
Filed 2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$180.5K (+$10.4K)
Filed 2026-10-16
Bank of New Hampshire
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$172.5K (+$10.0K)
Filed 2026-10-06
Eastern Bank
NEW
Shares1,508
Change+1,508
Value$164.9K
Filed 2026-10-05
Trust Co
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$150.9K (+$8.7K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares1,199 from 1,033
Change+166 (+16%)
Value$131.1K (+$24.7K)
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$107.2K (+$6.2K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares942 from 1,014
Change-72 (-7%)
Value$103.1K (-$1.5K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares932 from 2,187
Change-1,255 (-57%)
Value$101.9K (-$123.4K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$101.9K (+$5.9K)
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$101.8K (+$5.4K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares928 from 1,071
Change-143 (-13%)
Value$101.5K (-$8.9K)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$93.6K (+$5.4K)
Filed 2026-10-30
CX Institutional
INCREASED
Shares845 from 811
Change+34 (+4%)
Value$92 (-$83.9K)
Filed 2026-10-02
Fiduciary Advisors, Inc.
INCREASED
Shares806 from 558
Change+248 (+44%)
Value$88.2K (+$30.7K)
Filed 2026-10-16
Valley National Advisers Inc
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$85.4K (+$4.9K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$71.6K (+$4.1K)
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares605
Change+605
Value$66.2K
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares497
Change+497
Value$54.4K
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares488 from 332
Change+156 (+47%)
Value$53.4K (+$19.2K)
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$50.3K (+$2.9K)
Filed 2026-10-22
Blue Trust, Inc.
NEW
Shares457
Change+457
Value$50.0K
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares446 from 154
Change+292 (+190%)
Value$48.8K (+$32.9K)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$41.2K (+$2.4K)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares370 from 369
Change+1 (+0%)
Value$40.4K (+$2.4K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares366 from 341
Change+25 (+7%)
Value$40.1K (+$4.9K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
NEW
Shares364
Change+364
Value$39.9K
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares356
Change+356
Value$39.0K
Filed 2026-11-02
Jnba Financial Advisors
NEW
Shares349
Change+349
Value$38.2K
Filed 2026-11-03
Point Nemo Capital, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$38.1K (+$2.2K)
Filed 2026-11-03
Burkett Financial Services, LLC
NEW
Shares345
Change+345
Value$37.7K
Filed 2026-10-01
POM Investment Strategies, LLC
NEW
Shares335
Change+335
Value$36.6K
Filed 2026-10-20
Acumen Wealth Advisors, LLC
INCREASED
Shares331 from 257
Change+74 (+29%)
Value$36.2K (+$9.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares298 from 312
Change-14 (-4%)
Value$32.6K (+$443)
Filed 2026-10-21
Country Trust Bank
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$31.1K (+$1.8K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
DECREASED
Shares266 from 1,373
Change-1,107 (-81%)
Value$29.1K (-$112.4K)
Filed 2026-10-20
Daytona Street Capital LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$28.3K (+$1.2K)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$26.4K (+$1.5K)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares238 from 151
Change+87 (+58%)
Value$26.0K (+$10.4K)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares235 from 233
Change+2 (+1%)
Value$25.7K (+$1.6K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$25.7K (+$1.4K)
Filed 2026-10-26
First Bancorp, Inc
NEW
Shares225
Change+225
Value$24.6K
Filed 2026-10-26
United Financial Planning Group LLC
NEW
Shares207
Change+207
Value$22.6K
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$22.4K (+$1.3K)
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares200
Change+200
Value$21.9K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares193 from 55
Change+138 (+251%)
Value$21.1K (+$15.4K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$20.3K (+$1.2K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares172 from 224
Change-52 (-23%)
Value$18.8K (-$4.3K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares162 from 161
Change+1 (+1%)
Value$17.7K (+$1.1K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares159 from 133
Change+26 (+20%)
Value$17.4K (+$3.7K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$16.8K (+$975)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$16.5K (+$985)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares137 from 102
Change+35 (+34%)
Value$15.0K (+$4.5K)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$14.4K (+$14.4K)
Filed 2026-11-06
Team Financial Group, LLC
NEW
Shares125
Change+125
Value$13.7K
Filed 2026-10-30
Mechanics Financial Corp
NEW
Shares112
Change+112
Value$12.3K
Filed 2026-11-05
Horizon Financial Services, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$11.5K (+$665)
Filed 2026-11-04
Gleason Group, Inc.
INCREASED
Shares104 from 103
Change+1 (+1%)
Value$11.4K (+$708)
Filed 2026-10-15
Gamma Investing LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.9K (+$633)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares92
Change+92
Value$10.1K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$9.7K (+$563)
Filed 2026-11-03
Ares Financial Consulting, LLC
NEW
Shares82
Change+82
Value$9.0K
Filed 2026-10-19
Yankcom Partnership
NEW
Shares82
Change+82
Value$9.0K
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares82 from 2,861
Change-2,779 (-97%)
Value$9.0K (-$285.8K)
Filed 2026-11-06
Carolina Wealth Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$8.5K (+$494)
Filed 2026-10-23
Pioneer Family Office, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$8.2K (+$475)
Filed 2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares70
Change+70
Value$7.7K
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares64 from 60
Change+4 (+7%)
Value$7.0K (+$817)
Filed 2026-11-05
True Wealth Design, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$6.9K (+$398)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares55 from 8
Change+47 (+588%)
Value$6.0K (+$5.2K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$5.8K (+$335)
Filed 2026-10-30
Roxbury Financial LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5.2K (+$327)
Filed 2026-10-01
Clark Wealth Partners
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.5K (+$259)
Filed 2026-10-19
Bfsg, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.9K (+$228)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.4K (+$196)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.3K (+$189)
Filed 2026-10-23
High Note Wealth, LLC
NEW
Shares22
Change+22
Value$2.4K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.5K (+$88)
Filed 2026-11-02
Triumph Capital Management
NEW
Shares10
Change+10
Value$1.1K
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
NEW
Shares9
Change+9
Value$984
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.0K (+$63)
Filed 2026-11-06
Tradewinds Capital Management, LLC
NEW
Shares8
Change+8
Value$876
Filed 2026-10-23
Signature Resources Capital Management, LLC
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$766 (+$251)
Filed 2026-10-16
Russell Investments Group, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$656 (+$38)
Filed 2026-11-06
Tsfg, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$656 (+$38)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$238.2K
Filed 2026-10-29
Founders Financial Securities LLC
CLOSED
Shares0 from 38,268
Change-38,268 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-28
Tanglewood Wealth Management, Inc.
CLOSED
Shares0 from 23,881
Change-23,881 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-23
Johnson Financial Group, LLC
CLOSED
Shares0 from 16,484
Change-16,484 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 12,474
Change-12,474 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 7,715
Change-7,715 (-100%)
Value$0 (-$795.0K)
Filed 2026-11-04
Nations Financial Group Inc,
CLOSED
Shares0 from 6,570
Change-6,570 (-100%)
Value$0 (-$677.1K)
Filed 2026-11-05
Fisher Asset Management, LLC
CLOSED
Shares0 from 5,607
Change-5,607 (-100%)
Value$0 (-$577.8K)
Filed 2026-11-06
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,028
Change-5,028 (-100%)
Value$0 (-$518.1K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 2,752
Change-2,752 (-100%)
Value$0 (-$283.6K)
Filed 2026-11-05
Belvedere Trading LLC
CLOSED
Shares0 from 2,411
Change-2,411 (-100%)
Value$0 (-$248.5K)
Filed 2026-11-05
Sapient Capital LLC
CLOSED
Shares0 from 2,236
Change-2,236 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-08
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,497
Change-1,497 (-100%)
Value$0 (-$156.8K)
Filed 2026-10-16
Islay Capital Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$30.9K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$19.3K)
Filed 2026-10-13
Creative Capital Management Investments LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$618)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$103)
Filed 2026-11-04
Jones Financial Companies Lllp
N/A
Shares— from 33,269,635
Change-33,269,635 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,813,065
Change-4,813,065 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,692,285
Change-4,692,285 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,637,014
Change-2,637,014 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,351,220
Change-2,351,220 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,704,861
Change-1,704,861 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,646,823
Change-1,646,823 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,632,319
Change-1,632,319 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,329,478
Change-1,329,478 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,036,301
Change-1,036,301 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,016,733
Change-1,016,733 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,016,369
Change-1,016,369 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,003,126
Change-1,003,126 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 622,801
Change-622,801 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 548,409
Change-548,409 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 530,912
Change-530,912 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 514,954
Change-514,954 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 494,300
Change-494,300 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 484,875
Change-484,875 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 427,007
Change-427,007 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 424,813
Change-424,813 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 421,412
Change-421,412 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 414,103
Change-414,103 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 363,714
Change-363,714 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 350,754
Change-350,754 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 340,704
Change-340,704 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 295,820
Change-295,820 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 262,245
Change-262,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 261,126
Change-261,126 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 253,695
Change-253,695 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 238,611
Change-238,611 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 231,651
Change-231,651 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 230,444
Change-230,444 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 200,844
Change-200,844 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 196,010
Change-196,010 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 192,982
Change-192,982 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 189,877
Change-189,877 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 183,604
Change-183,604 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 177,960
Change-177,960 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 176,535
Change-176,535 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 175,220
Change-175,220 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 172,848
Change-172,848 (-100%)
Value—
UBS Group AG
N/A
Shares— from 168,225
Change-168,225 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 165,093
Change-165,093 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 162,299
Change-162,299 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 154,263
Change-154,263 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 153,736
Change-153,736 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 147,113
Change-147,113 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 147,027
Change-147,027 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 145,978
Change-145,978 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 127,610
Change-127,610 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 126,932
Change-126,932 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 125,353
Change-125,353 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 124,463
Change-124,463 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 119,694
Change-119,694 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 104,024
Change-104,024 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 95,159
Change-95,159 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 95,088
Change-95,088 (-100%)
Value—
Betterment LLC
N/A
Shares— from 91,956
Change-91,956 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 90,695
Change-90,695 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 90,488
Change-90,488 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 83,687
Change-83,687 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 81,859
Change-81,859 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 79,683
Change-79,683 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 79,266
Change-79,266 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 77,859
Change-77,859 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 77,575
Change-77,575 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 77,457
Change-77,457 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 73,718
Change-73,718 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 71,554
Change-71,554 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 67,642
Change-67,642 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 66,480
Change-66,480 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 64,510
Change-64,510 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 63,452
Change-63,452 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 63,201
Change-63,201 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 62,834
Change-62,834 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 60,864
Change-60,864 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 59,099
Change-59,099 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 57,097
Change-57,097 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 56,253
Change-56,253 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 53,100
Change-53,100 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 52,960
Change-52,960 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 52,614
Change-52,614 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 51,561
Change-51,561 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 48,648
Change-48,648 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,257
Change-48,257 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 46,003
Change-46,003 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 44,988
Change-44,988 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 44,152
Change-44,152 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 41,546
Change-41,546 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 41,189
Change-41,189 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 40,373
Change-40,373 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 38,335
Change-38,335 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 36,877
Change-36,877 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 34,703
Change-34,703 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 34,348
Change-34,348 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,045
Change-34,045 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 33,914
Change-33,914 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 33,699
Change-33,699 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 33,339
Change-33,339 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,272
Change-33,272 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 33,194
Change-33,194 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 32,891
Change-32,891 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32,366
Change-32,366 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 31,532
Change-31,532 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 31,299
Change-31,299 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 31,059
Change-31,059 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 30,824
Change-30,824 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 29,716
Change-29,716 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 29,243
Change-29,243 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 28,275
Change-28,275 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,058
Change-27,058 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 25,526
Change-25,526 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,477
Change-25,477 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 24,106
Change-24,106 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 22,942
Change-22,942 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 22,705
Change-22,705 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 22,541
Change-22,541 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 21,415
Change-21,415 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 21,279
Change-21,279 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 20,965
Change-20,965 (-100%)
Value—
&partners
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,665
Change-20,665 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 19,299
Change-19,299 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 19,032
Change-19,032 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 18,949
Change-18,949 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,336
Change-17,336 (-100%)
Value—
Nwam LLC
N/A
Shares— from 17,182
Change-17,182 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,945
Change-14,945 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 14,857
Change-14,857 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 14,774
Change-14,774 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,631
Change-14,631 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,772
Change-12,772 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,537
Change-12,537 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,125
Change-10,125 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 9,748
Change-9,748 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,727
Change-9,727 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,447
Change-9,447 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,293
Change-9,293 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 8,924
Change-8,924 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 8,368
Change-8,368 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 8,284
Change-8,284 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 8,206
Change-8,206 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,049
Change-8,049 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 6,914
Change-6,914 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 869
Change-869 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 576
Change-576 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 521
Change-521 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 520
Change-520 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 462
Change-462 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Rogco, LP
N/A
Shares— from 422
Change-422 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 415
Change-415 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 413
Change-413 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 162
Change-162 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 148
Change-148 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 88
Change-88 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 46
Change-46 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
S&T Bank
N/A
Shares— from 14
Change-14 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Creative Planning
INCREASED27,120,71125,514,696+1,606,015+6%$2.6B$3.0B+$337.2M2026-11-02
Savant Capital, LLC
INCREASED11,926,01311,690,609+235,404+2%$1.2B$1.3B+$99.7M2026-11-06
Accredited Investors Inc.
DECREASED2,679,0242,685,375-6,3510%$276.7M$293.0M+$16.3M2026-11-03
Modera Wealth Management, LLC
INCREASED2,521,2252,361,879+159,346+7%$243.4M$275.8M+$32.4M2026-10-28
LPL Financial LLC
INCREASED2,151,6301,685,320+466,310+28%$173.7M$235.3M+$61.7M2026-11-06
Unison Advisors LLC
DECREASED798,273831,796-33,523-4%$85.7M$87.3M+$1.6M2026-10-29
TCI Wealth Advisors, Inc.
INCREASED767,927749,670+18,257+2%$77.3M$84.0M+$6.7M2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED705,864663,940+41,924+6%$68.4M$77.2M+$8.8M2026-10-27
Frontier Asset Management, LLC
INCREASED669,958665,648+4,310+1%$68.6M$73.3M+$4.7M2026-10-28
Wealth Management Nebraska
INCREASED584,721574,120+10,601+2%$59.2M$64.0M+$4.8M2026-10-26
Apella Capital, LLC
INCREASED569,360525,853+43,507+8%$54.6M$61.5M+$7.0M2026-10-08
Burton Enright Welch
DECREASED553,378554,449-1,0710%$57.1M$60.5M+$3.4M2026-11-04
Park Avenue Securities LLC
INCREASED534,995508,290+26,705+5%$52.4M$58.5M+$6.1M2026-10-26
Foster Group, Inc.
DECREASED501,336501,980-6440%$51.7M$54.8M+$3.1M2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED493,275484,542+8,733+2%$49.9M$54.0M+$4.0M2026-10-27
Brickley Wealth Management
INCREASED451,098449,714+1,384+0%$46.3M$49.3M+$3.0M2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED400,502384,008+16,494+4%$39.6M$43.8M+$4.2M2026-10-15
Allegiance Financial Group Advisory Services LLC
INCREASED368,576362,990+5,586+2%$37.4M$40.3M+$2.9M2026-11-02
Werba Rubin Papier Wealth Management
INCREASED339,923338,706+1,217+0%$34.9M$37.2M+$2.3M2026-11-06
Symmetry Partners, LLC
DECREASED332,104340,588-8,484-2%$35.1M$36.3M+$1.2M2026-10-27
Marquette Asset Management, LLC
DECREASED329,101330,111-1,0100%$34.0M$36.0M+$2.0M2026-10-09
Krilogy Financial LLC
INCREASED326,662303,166+23,496+8%$31.2M$35.3M+$4.0M2026-10-13
AlphaCore Capital LLC
DECREASED314,229319,885-5,656-2%$33.0M$34.4M+$1.4M2026-11-04
Meredith Wealth Planning
DECREASED314,035317,877-3,842-1%$32.8M$34.3M+$1.6M2026-10-14
Magnus Financial Group LLC
INCREASED310,485297,911+12,574+4%$30.7M$34.0M+$3.3M2026-10-21
Opus Capital Group, LLC
INCREASED310,434309,726+708+0%$31.9M$34.0M+$2.0M2026-10-30
Willow Creek Wealth Management Inc.
INCREASED304,343301,780+2,563+1%$31.1M$33.3M+$2.2M2026-10-26
Emprise Bank
INCREASED298,753295,845+2,908+1%$30.5M$32.7M+$2.2M2026-10-07
Define Financial, LLC
INCREASED286,271269,261+17,010+6%$27.7M$31.3M+$3.6M2026-10-14
Atwood & Palmer Inc
INCREASED285,145278,701+6,444+2%$28.7M$31.2M+$2.5M2026-10-08
Commonwealth Equity Services, LLC
INCREASED279,733276,552+3,181+1%$28.5M$30.6M+$2.1M2026-11-02
Falcon Wealth Planning
INCREASED279,333267,454+11,879+4%$27.6M$30.6M+$3.0M2026-11-06
Quarry Hill Advisors, LLC
INCREASED270,338255,834+14,504+6%$26.4M$29.6M+$3.2M2026-11-04
Northwest Wealth Management, LLC
INCREASED269,056258,980+10,076+4%$26.7M$29.4M+$2.7M2026-10-30
Morton Brown Family Wealth, LLC
INCREASED262,606255,151+7,455+3%$26.3M$28.7M+$2.4M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED258,316168,723+89,593+53%$17.6M$27.8M+$10.2M2026-10-13
Kondo Wealth Advisors, Inc.
INCREASED253,632252,626+1,006+0%$26.0M$27.7M+$1.7M2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED251,275253,983-2,708-1%$26.2M$27.5M+$1.3M2026-10-20
Financial Management Network Inc
INCREASED247,281245,942+1,339+1%$25.2M$27.0M+$1.8M2026-10-09
B&D White Capital Company, LLC
DECREASED234,225246,676-12,451-5%$25.4M$25.6M+$199.5K2026-11-02
Peirce Capital Management, LLC
DECREASED222,493222,752-2590%$23.0M$24.3M+$1.4M2026-10-19
Quantum Financial Advisors, LLC
INCREASED221,854205,867+15,987+8%$21.2M$24.3M+$3.1M2026-11-03
Squire Investment Management Company, LLC
INCREASED221,291206,275+15,016+7%$21.3M$24.2M+$2.9M2026-11-03
Porter White Investment Advisors, Inc.
INCREASED213,78097,956+115,824+118%$10.1M$23.4M+$13.3M2026-10-14
Great Point Wealth Advisors, LLC
INCREASED209,278187,077+22,201+12%$19.3M$22.9M+$3.6M2026-10-15
Exchange Traded Concepts, LLC
DECREASED207,116213,530-6,414-3%$22.0M$22.7M+$650.1K2026-10-28
Wealth Architects, LLC
INCREASED201,779194,456+7,323+4%$20.0M$22.1M+$2.0M2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED199,609192,772+6,837+4%$19.9M$21.8M+$2.0M2026-11-05
Cornerstone Wealth Partners, LLC
INCREASED197,959162,609+35,350+22%$16.8M$21.7M+$4.9M2026-10-28
Discipline Wealth Solutions, LLC
INCREASED197,136195,266+1,870+1%$20.1M$21.6M+$1.4M2026-10-14
Perigon Wealth Management, LLC
INCREASED196,450188,913+7,537+4%$19.5M$21.5M+$2.0M2026-10-22
Prosperity Planning, Inc.
INCREASED192,661185,156+7,505+4%$19.1M$21.1M+$2.0M2026-10-09
McMill Wealth Management
INCREASED188,790178,884+9,906+6%$18.4M$20.6M+$2.2M2026-11-05
HMV Wealth Advisors, LLC
INCREASED186,751172,213+14,538+8%$17.7M$20.4M+$2.7M2026-10-27
Oakwell Private Wealth Management, LLC
INCREASED185,959174,577+11,382+7%$18.0M$20.3M+$2.4M2026-11-06
Kaufman Rossin Wealth, LLC
INCREASED185,680180,927+4,753+3%$18.7M$20.3M+$1.7M2026-10-19
D'Orazio & Associates, Inc.
INCREASED185,360165,162+20,198+12%$17.0M$20.3M+$3.3M2026-11-04
Bedel Financial Consulting, Inc.
INCREASED182,834178,867+3,967+2%$18.4M$20.0M+$1.6M2026-11-06
RED Lighthouse Investment Management, LLC
INCREASED179,521178,372+1,149+1%$18.4M$19.6M+$1.3M2026-11-02
Plancorp, LLC
DECREASED176,006176,120-1140%$18.2M$18.5M+$342.1K2026-11-03
Valued Wealth Advisors LLC
INCREASED168,506162,263+6,243+4%$16.7M$18.4M+$1.7M2026-11-05
Private Wealth Management Group, LLC
INCREASED159,891139,149+20,742+15%$14.3M$17.5M+$3.1M2026-10-19
Hill Island Financial LLC
INCREASED158,31672,144+86,172+119%$7.4M$17.3M+$9.9M2026-10-20
Invariant Investment Management
INCREASED156,295150,938+5,357+4%$16.0M$17.1M+$1.1M2026-10-08
Friday Financial
INCREASED155,085130,837+24,248+19%$13.6M$16.8M+$3.2M2026-10-09
Fonville Wealth Management LLC
INCREASED151,698145,825+5,873+4%$15.0M$16.6M+$1.6M2026-10-28
Farther Finance Advisors, LLC
INCREASED150,923120,429+30,494+25%$12.4M$16.5M+$4.1M2026-10-08
Flagstone Financial Management
INCREASED150,756148,297+2,459+2%$15.3M$16.5M+$1.2M2026-11-05
Barry Investment Advisors, LLC
INCREASED150,240140,363+9,877+7%$14.5M$16.4M+$2.0M2026-10-14
Three Arch Wealth Management LLC
INCREASED148,737144,506+4,231+3%$14.9M$16.3M+$1.4M2026-10-20
Nottingham Advisors, Inc.
DECREASED148,462151,087-2,625-2%$15.4M$16.0M+$600.2K2026-10-29
Intergy Private Wealth, LLC
INCREASED145,416140,370+5,046+4%$14.5M$15.9M+$1.4M2026-10-16
Family Wealth Partners, LLC
INCREASED139,511134,910+4,601+3%$13.9M$15.3M+$1.4M2026-10-20
Aerodigm Wealth, LLC
DECREASED139,468148,229-8,761-6%$15.3M$15.3M-$20.0K2026-10-16
Robinswood Financial LLC
DECREASED137,091143,954-6,863-5%$14.8M$14.7M-$120.5K2026-10-20
Mraz, Amerine & Associates, Inc.
INCREASED134,349134,126+223+0%$13.8M$14.7M+$873.4K2026-10-30
Angeles Investment Advisors, LLC
NEW132,800—+132,800——$14.5M—2026-10-22
Wedmont Private Capital
INCREASED131,877130,165+1,712+1%$13.6M$14.2M+$642.6K2026-10-09
Collective Family Office LLC
DECREASED131,465131,501-360%$13.6M$14.4M+$828.5K2026-10-05
Telos Capital Management, Inc.
INCREASED128,145126,197+1,948+2%$13.0M$14.0M+$1.0M2026-11-02
Larson Financial Group LLC
DECREASED127,278130,033-2,755-2%$13.4M$13.9M+$521.7K2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED127,268245,635-118,367-48%$25.3M$13.9M-$11.4M2026-10-09
Apeiron RIA LLC
INCREASED122,734122,003+731+1%$12.6M$13.3M+$690.3K2026-10-08
Confluence Investment Management LLC
DECREASED119,821125,698-5,877-5%$13.0M$13.1M+$152.8K2026-10-01
Parkshore Wealth Management, Inc.
INCREASED116,776104,377+12,399+12%$10.8M$12.8M+$2.0M2026-10-13
Highland Financial Advisors, LLC
INCREASED116,590108,171+8,419+8%$11.1M$12.8M+$1.6M2026-10-19
Schulz Wealth, Ltd.
INCREASED115,258103,193+12,065+12%$10.6M$12.6M+$2.0M2026-11-03
Avior Wealth Management, LLC
DECREASED114,943117,186-2,243-2%$12.1M$12.6M+$496.5K2026-10-13
Kavar Capital Partners Group, LLC
INCREASED113,000104,566+8,434+8%$10.8M$12.4M+$1.6M2026-11-06
XY Planning Network, Inc.
INCREASED112,26780,955+31,312+39%$8.3M$12.3M+$3.9M2026-10-14
Reap Financial Group, LLC
INCREASED111,943105,749+6,194+6%$10.9M$12.2M+$1.3M2026-11-02
Assetmark, Inc
INCREASED111,417111,012+405+0%$11.4M$12.2M+$747.0K2026-10-21
HBE Wealth Management, LLC
INCREASED107,555104,095+3,460+3%$10.7M$11.8M+$1.0M2026-11-06
Fidelity D & D Bancorp Inc
INCREASED106,766103,936+2,830+3%$10.7M$11.7M+$967.5K2026-11-05
Annex Advisory Services, LLC
DECREASED103,800109,690-5,890-5%$11.3M$11.4M+$50.0K2026-10-16
Factor Wealth Management LTD
INCREASED99,93898,148+1,790+2%$10.1M$10.9M+$817.1K2026-10-08
Kestra Advisory Services, LLC
INCREASED99,82881,226+18,602+23%$8.4M$10.9M+$2.5M2026-11-02
Financial Futures Ltd Liability Co.
INCREASED98,80593,881+4,924+5%$9.7M$10.8M+$1.1M2026-10-13
WMG Financial Advisors, LLC
UNCHANGED97,07097,07000%$10.0M$10.0M$02026-10-28
True North Advisors, LLC
INCREASED96,30195,704+597+1%$9.9M$10.5M+$671.1K2026-10-22
Voisard Asset Management Group, Inc.
INCREASED93,27390,797+2,476+3%$9.4M$10.2M+$845.6K2026-10-13
TD Waterhouse Canada Inc.
INCREASED92,74891,314+1,434+2%$9.5M$10.0M+$570.8K2026-10-16
Bayshore Asset Management, LLC
INCREASED91,70985,787+5,922+7%$8.8M$9.9M+$1.1M2026-11-03
Cadent Capital Advisors, LLC
NEW89,050—+89,050——$9.7M—2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED88,81074,096+14,714+20%$7.6M$9.7M+$2.1M2026-11-02
HB Wealth Management, LLC
DECREASED88,29290,335-2,043-2%$9.3M$9.7M+$348.3K2026-10-23
Fortitude Family Office, LLC
INCREASED87,16879,576+7,592+10%$8.2M$9.5M+$1.3M2026-10-14
Ironwood Wealth Management, Llc.
INCREASED85,47171,156+14,315+20%$7.3M$9.3M+$2.0M2026-10-28
Stolz & Associates, PS
INCREASED84,95283,717+1,235+1%$8.6M$9.3M+$665.0K2026-11-05
Elevate Wealth Advisory, Inc
INCREASED83,06976,258+6,811+9%$7.9M$9.1M+$1.2M2026-10-29
Poinciana Advisors Group, LLC
DECREASED82,17582,511-3360%$9.1M$9.6M+$517.1K2026-11-06
Systelligence, LLC
INCREASED81,59349,411+32,182+65%$5.1M$3.8M-$1.3M2026-11-05
Harbor Group, Inc.
INCREASED81,20372,251+8,952+12%$7.4M$8.9M+$1.4M2026-10-14
Towerpoint Wealth, LLC
INCREASED80,36053,615+26,745+50%$5.5M$8.8M+$3.3M2026-10-13
Oceanside Advisors LLC
INCREASED78,99976,498+2,501+3%$7.9M$8.6M+$757.8K2026-11-03
Merit Financial Group, LLC
INCREASED78,92378,655+268+0%$8.1M$8.6M+$527.2K2026-11-06
Bull Oak Capital, LLC
INCREASED78,26976,925+1,344+2%$7.9M$8.6M+$634.0K2026-10-23
Higgins & Schmidt Wealth Strategies LLC
INCREASED76,41473,757+2,657+4%$7.6M$8.4M+$757.6K2026-10-26
Davidson Kahn Capital Management, LLC
INCREASED76,34657,497+18,849+33%$5.9M$8.4M+$2.4M2026-10-26
Physician Wealth Solutions Inc.
DECREASED75,08476,304-1,220-2%$7.9M$8.2M+$349.6K2026-10-14
Kestra Investment Management, LLC
INCREASED74,87672,937+1,939+3%$7.5M$8.2M+$673.8K2026-11-04
Caliber Wealth Management, LLC / KS
INCREASED73,60268,281+5,321+8%$7.0M$8.1M+$1.0M2026-11-04
Strategic Blueprint, LLC
INCREASED72,39870,637+1,761+2%$7.3M$7.9M+$639.8K2026-10-22
Ejmk Ventures LLC
INCREASED72,12366,668+5,455+8%$6.9M$7.9M+$1.0M2026-10-21
Oath Planning, LLC
INCREASED72,09861,867+10,231+17%$6.4M$7.9M+$1.5M2026-10-20
Cowa, LLC
DECREASED71,01573,577-2,562-3%$7.6M$7.8M+$185.6K2026-10-30
Anderson Hoagland & Co
DECREASED70,60073,087-2,487-3%$7.5M$7.5M-$65.7K2026-10-23
Bellecapital International Ltd.
DECREASED70,44579,245-8,800-11%$8.2M$7.7M-$460.9K2026-10-21
KOM Wealth Management Group, LLC
INCREASED68,16660,781+7,385+12%$6.3M$7.5M+$1.2M2026-10-15
Fiduciary Financial Group, LLC
NEW67,911—+67,911——$7.4M—2026-10-13
Simplicity Wealth,LLC
INCREASED67,48066,237+1,243+2%$6.8M$7.4M+$555.2K2026-10-23
Kings Path Partners LLC
DECREASED66,74068,691-1,951-3%$7.1M$7.3M+$221.4K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED66,37259,639+6,733+11%$6.1M$7.3M+$1.1M2026-11-04
First National Bank Sioux Falls
DECREASED65,24284,956-19,714-23%$9.0M$7.1M-$1.9M2026-10-13
Ballentine Capital Advisors, Inc
INCREASED63,74360,995+2,748+5%$6.3M$7.0M+$686.7K2026-10-14
Leibman Financial Services, Inc.
INCREASED62,44854,662+7,786+14%$5.6M$6.8M+$1.2M2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED62,40662,327+79+0%$6.4M$6.8M+$403.2K2026-10-13
Greenspring Advisors, LLC
INCREASED61,35558,441+2,914+5%$6.0M$6.7M+$688.7K2026-11-05
Avant Financial Advisors LLC
INCREASED61,25860,142+1,116+2%$6.2M$6.7M+$502.7K2026-11-02
Victory Financial Group, LLC
INCREASED60,72055,968+4,752+8%$5.8M$6.6M+$874.0K2026-10-27
Community Bank, N.A.
DECREASED60,20860,212-40%$6.2M$6.6M+$380.7K2026-11-06
Stegent Equity Advisors, Inc.
INCREASED59,94146,201+13,740+30%$4.8M$6.6M+$1.8M2026-10-13
Trilogy Capital Inc.
DECREASED59,48462,150-2,666-4%$6.4M$6.5M+$101.8K2026-10-20
Allworth Financial LP
UNCHANGED59,48059,48000%$6.1M$6.1M$02026-11-06
Southern Capital Services Inc
DECREASED59,29165,934-6,643-10%$6.8M$6.5M-$309.3K2026-10-19
Keybank National Association
INCREASED58,99550,509+8,486+17%$5.2M$6.5M+$1.2M2026-11-04
Prism Planning Partners LLC
INCREASED58,40453,754+4,650+9%$5.5M$6.4M+$848.8K2026-10-27
Chicago Partners Investment Group LLC
INCREASED58,13656,682+1,454+3%$5.9M$6.1M+$234.3K2026-10-27
Bannerman Wealth Management Group, LLC
INCREASED57,93855,360+2,578+5%$5.7M$6.3M+$632.4K2026-10-09
Golden Bell Financial Planning LLC
DECREASED57,80857,971-1630%$6.0M$6.3M+$349.2K2026-11-02
Bauman Advisory Group, LLC
INCREASED56,79354,109+2,684+5%$5.6M$6.2M+$636.0K2026-10-29
Alpha Omega Wealth Management LLC
INCREASED54,85850,334+4,524+9%$5.2M$6.0M+$813.4K2026-10-23
Cypress Point Wealth Management, LLC
INCREASED52,85949,915+2,944+6%$5.1M$5.8M+$637.9K2026-11-03
Stone Summit Wealth LLC
INCREASED52,44451,721+723+1%$5.3M$5.7M+$406.5K2026-10-14
Versant Capital Management, Inc
INCREASED51,82851,778+50+0%$5.3M$5.7M+$333.2K2026-10-02
Haven Private, LLC
INCREASED51,05847,088+3,970+8%$4.9M$5.6M+$732.3K2026-10-27
Laurel Wealth Planning LLC
DECREASED49,54149,705-1640%$5.1M$5.4M+$296.7K2026-11-02
Tortoise Investment Management, LLC
DECREASED46,46346,832-369-1%$4.8M$5.1M+$256.1K2026-11-06
Asset One Wealth Management LLC
INCREASED46,21242,072+4,140+10%$4.4M$5.1M+$640.4K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED45,12144,876+245+1%$4.6M$4.9M+$310.9K2026-10-16
Level Four Advisory Services, LLC
INCREASED43,76039,580+4,180+11%$4.1M$4.8M+$707.8K2026-11-06
Tandemgrowth Financial Advisors LLC
INCREASED42,79440,790+2,004+5%$4.2M$4.7M+$477.4K2026-11-05
Evanson Financial, LLC
INCREASED42,48633,399+9,087+27%$3.4M$4.6M+$1.2M2026-10-23
Ariadne Wealth Management, LP
INCREASED41,92841,526+402+1%$4.3M$4.6M+$306.9K2026-11-06
Redhawk Wealth Advisors, Inc.
INCREASED41,67540,935+740+2%$4.2M$4.6M+$340.1K2026-10-14
Orange Investment Advisors, Inc.
NEW40,815—+40,815——$4.5M—2026-10-23
Lauterbach Financial Advisors, LLC
INCREASED40,46535,886+4,579+13%$3.7M$4.4M+$727.9K2026-10-21
Waterfront Wealth Inc.
INCREASED40,46339,610+853+2%$4.1M$4.4M+$226.0K2026-11-03
Vise Technologies, Inc.
NEW40,038—+40,038——$4.4M—2026-10-29
Fifth Third Securities, Inc.
INCREASED39,55028,398+11,152+39%$2.9M$4.3M+$1.4M2026-10-21
Sigma Planning Corp
DECREASED39,54339,996-453-1%$4.1M$4.3M+$203.6K2026-10-23
DeLarme Wealth Management, Inc.
INCREASED39,06237,384+1,678+4%$3.9M$4.3M+$420.2K2026-10-30
Sentinel Trust Co LBA
NEW39,000—+39,000——$4.3M—2026-11-03
Index Fund Advisors, Inc.
INCREASED38,07837,974+104+0%$3.9M$4.2M+$251.8K2026-11-05
Accurate Wealth Management, LLC
INCREASED37,91635,772+2,144+6%$3.7M$4.1M+$389.6K2026-10-20
Green Ridge Wealth Planning LLC
INCREASED36,19532,691+3,504+11%$3.4M$4.0M+$590.2K2026-10-08
Aire Advisors, LLC
DECREASED35,79836,741-943-3%$3.8M$3.9M+$129.4K2026-10-22
Legacy Wealth Management, LLC / MS
DECREASED35,17737,372-2,195-6%$3.9M$3.8M-$3.5K2026-10-30
Fairway Financial, LLC
NEW34,756—+34,756——$3.8M—2026-10-20
Truist Financial Corp
INCREASED34,59723,423+11,174+48%$2.4M$3.8M+$1.4M2026-10-30
Capstone Wealth Management, LLC
INCREASED34,27033,085+1,185+4%$3.4M$3.7M+$339.0K2026-11-02
Prospect Financial Group LLC
DECREASED33,94039,966-6,026-15%$4.1M$3.7M-$406.1K2026-11-05
Nfsg Corp
INCREASED32,79418,137+14,657+81%$1.9M$3.6M+$1.7M2026-10-15
Earned Wealth Advisors, LLC
DECREASED31,76031,821-610%$3.3M$3.5M+$194.8K2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED31,71532,595-880-3%$3.4M$3.5M+$110.0K2026-10-05
Belleair Asset Management, LLC
INCREASED31,00829,691+1,317+4%$3.1M$3.4M+$332.0K2026-11-03
Courier Capital LLC
INCREASED30,64729,856+791+3%$3.1M$3.4M+$275.5K2026-10-19
Diversify Advisory Services, LLC
INCREASED30,26926,905+3,364+13%$2.8M$3.2M+$448.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED30,26926,905+3,364+13%$2.8M$3.2M+$448.1K2026-10-20
Berkeley, Inc
INCREASED29,39920,273+9,126+45%$2.1M$3.2M+$1.1M2026-10-20
Prospera Financial Services Inc
DECREASED29,17553,698-24,523-46%$5.5M$3.1M-$2.5M2026-11-04
Equita Financial Network, Inc.
DECREASED29,14629,176-300%$3.0M$3.2M+$181.4K2026-10-19
Seed Wealth Management, Inc.
INCREASED29,03227,882+1,150+4%$2.9M$3.2M+$302.3K2026-10-20
Paragon Advisors, LLC
INCREASED28,88821,216+7,672+36%$2.2M$3.2M+$973.5K2026-11-03
Tillman Hartley LLC
DECREASED28,33628,351-150%$2.9M$3.1M+$177.8K2026-11-06
TrustWell Financial Advisors, LLC
DECREASED28,05928,509-450-2%$2.9M$3.1M+$131.3K2026-10-15
Sensenig Capital Advisors, Inc
INCREASED27,73226,439+1,293+5%$2.7M$3.0M+$308.8K2026-10-23
McLean Asset Management Corp
DECREASED27,05727,648-591-2%$2.9M$2.8M-$103.5K2026-11-06
Cogent Strategic Wealth LLC
INCREASED26,59526,555+40+0%$2.7M$2.9M+$172.5K2026-10-22
LexAurum Advisors, LLC
INCREASED26,22925,562+667+3%$2.6M$2.9M+$234.8K2026-10-19
Networth Advisors, LLC
INCREASED26,21525,047+1,168+5%$2.6M$2.9M+$286.3K2026-11-03
Phillip James Consulting Co.
INCREASED25,79625,490+306+1%$2.6M$2.8M+$194.8K2026-11-03
Frankly Finances, LLC
INCREASED25,74825,558+190+1%$2.6M$2.8M+$182.6K2026-10-28
Forum Financial Management, LP
DECREASED25,32326,828-1,505-6%$2.8M$2.8M+$5.2K2026-10-16
Fiduciary Alliance LLC
NEW24,750—+24,750——$2.7M—2026-10-13
Basso Capital Management, L.P.
DECREASED24,52280,328-55,806-69%$8.3M$2.7M-$5.6M2026-10-30
Aspirean Wealth, LLC
INCREASED24,44419,612+4,832+25%$2.0M$2.7M+$652.7K2026-11-03
Global Trust Wealth Management LLC
DECREASED23,59023,704-1140%$2.4M$2.6M+$137.6K2026-10-14
Holcombe Financial, Inc.
INCREASED23,57022,980+590+3%$2.4M$2.6M+$210.0K2026-10-16
Adkins Seale Capital Management LLC
NEW23,403—+23,403——$2.6M—2026-10-27
Balboa Wealth Partners
INCREASED23,12523,061+64+0%$2.4M$2.5M+$153.0K2026-10-20
LAM Group, Inc.
INCREASED23,10022,885+215+1%$2.4M$2.5M+$168.4K2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED23,01925,311-2,292-9%$2.6M$2.5M-$90.5K2026-10-23
Navigoe, LLC
INCREASED22,82622,594+232+1%$2.3M$2.5M+$168.0K2026-11-04
IAG Wealth Partners, LLC
DECREASED22,52322,529-60%$2.3M$2.5M+$141.9K2026-11-06
Astra Wealth Partners LLC
INCREASED22,30821,308+1,000+5%$2.2M$2.4M+$244.3K2026-11-06
CoreCap Advisors, LLC
DECREASED21,96722,251-284-1%$2.3M$2.4M+$109.9K2026-10-08
PFC Capital Group, Inc.
INCREASED21,84121,509+332+2%$2.2M$2.4M+$173.0K2026-11-06
Hudson Oak Wealth Advisory LLC
INCREASED21,71321,329+384+2%$2.2M$2.4M+$177.0K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED21,6683,004+18,664+621%$309.6K$2.4M+$2.1M2026-10-08
55 North Private Wealth, LLC
INCREASED21,15620,100+1,056+5%$2.1M$2.3M+$242.7K2026-10-20
Gradient Capital Advisors, LLC
INCREASED20,84420,796+48+0%$2.1M$2.3M+$136.9K2026-10-21
Torren Management, LLC
INCREASED20,65120,559+92+0%$2.1M$2.3M+$140.2K2026-10-29
Insight Wealth Partners, LLC
DECREASED20,34322,551-2,208-10%$2.3M$2.2M-$98.8K2026-10-26
Arlington Capital Management Inc
NEW20,028—+20,028——$2.2M—2026-10-30
Breakwater Capital Group
INCREASED19,91418,912+1,002+5%$1.9M$2.2M+$229.3K2026-10-09
Verus Wealth Management, LLC
INCREASED19,64916,160+3,489+22%$1.7M$2.1M+$483.9K2026-10-13
IMG Wealth Management, Inc.
INCREASED19,54218,081+1,461+8%$1.9M$2.1M+$274.3K2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED18,99518,895+100+1%$1.9M$2.1M+$130.5K2026-10-26
Altar Rock LLC
DECREASED18,92419,026-102-1%$2.0M$2.1M+$93.0K2026-11-06
Philadelphia Trust Co
UNCHANGED18,89218,89200%$1.9M$2.1M+$119.0K2026-11-05
Foguth Wealth Management, Llc.
NEW18,867—+18,867——$2.0M—2026-10-19
Pacific Asset Management, LLC
INCREASED17,70916,740+969+6%$1.7M$1.9M+$211.9K2026-10-15
Northland Capital Management LLC
INCREASED17,67417,112+562+3%$1.8M$1.9M+$169.7K2026-10-15
Ocean Park Asset Management, LLC
INCREASED17,29316,360+933+6%$1.7M$1.9M+$205.6K2026-10-21
Trademark Financial Management, LLC
INCREASED17,18517,137+48+0%$1.8M$1.9M+$113.8K2026-10-23
Brookstone Capital Management
INCREASED17,14513,649+3,496+26%$1.4M$1.9M+$468.8K2026-10-22
Burk Holdings LLC
INCREASED17,08414,058+3,026+22%$1.4M$1.9M+$419.9K2026-11-05
Clark Asset Management, LLC
INCREASED16,98216,968+14+0%$1.7M$1.9M+$108.9K2026-10-19
Maia Wealth LLC
INCREASED16,96815,293+1,675+11%$1.6M$1.9M+$280.1K2026-10-19
SC&H Financial Advisors, Inc.
INCREASED16,81616,802+14+0%$1.7M$1.8M+$107.9K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED16,70617,879-1,173-7%$1.8M$1.8M-$15.2K2026-11-04
Kingswood Wealth Advisors, LLC
NEW16,372—+16,372——$1.8M—2026-10-23
Middleton & Co Inc
DECREASED16,17216,282-110-1%$1.7M$1.8M+$91.0K2026-10-23
Austin Wealth Management, LLC
DECREASED15,96216,088-126-1%$1.6M$1.7M+$69.4K2026-11-06
Baker Ellis Asset Management LLC
UNCHANGED15,93015,93000%$1.6M$1.7M+$100.8K2026-10-14
Prudent Investor Advisors, LLC
NEW15,597—+15,597——$1.7M—2026-10-22
Wealthcare Advisory Partners LLC
INCREASED15,28212,503+2,779+22%$1.3M$1.7M+$383.1K2026-10-21
Verdence Capital Advisors LLC
DECREASED15,20415,909-705-4%$1.6M$1.7M+$23.6K2026-10-26
Lifetime Wealth Management P.C.
DECREASED15,16215,912-750-5%$1.6M$1.7M+$18.6K2026-10-29
Cherry Tree Wealth Management, LLC
INCREASED15,1103,961+11,149+281%$408.2K$1.7M+$1.2M2026-10-15
Tableaux LLC
INCREASED14,96014,529+431+3%$1.5M$1.6M+$139.1K2026-10-23
L.K. Benson & Company, P.C.
DECREASED14,62815,374-746-5%$1.6M$1.6M+$15.7K2026-10-23
John A. Wolfe & Associates, Inc.
NEW14,445—+14,445——$1.6M—2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED14,3794,708+9,671+205%$485.2K$1.6M+$1.1M2026-10-14
Gibson Capital, LLC
DECREASED14,34116,162-1,821-11%$1.7M$1.6M-$96.9K2026-10-23
Bank of New York Mellon Corp
INCREASED14,2865,265+9,021+171%$542.6K$1.6M+$1.0M2026-11-05
Parsons Capital Management Inc
INCREASED14,18110,898+3,283+30%$1.1M$1.6M+$428.1K2026-10-28
Alhambra Investment Management LLC
NEW14,044—+14,044——$1.5M—2026-10-15
Triton Wealth Management, Pllc
DECREASED13,94821,439-7,491-35%$2.2M$1.5M-$745.1K2026-11-04
UMB Bank, n.a.
INCREASED13,89713,331+566+4%$1.4M$1.5M+$146.3K2026-11-06
Brighton Jones LLC
INCREASED13,8236,668+7,155+107%$687.2K$1.5M+$824.8K2026-11-03
Certified Advisory Corp
INCREASED13,70413,021+683+5%$1.3M$1.5M+$157.1K2026-10-29
Powerhouse Assets LLC
DECREASED13,62413,724-100-1%$1.4M$1.5M+$76.0K2026-10-19
Hardin Capital Partners, LLC
INCREASED13,62213,371+251+2%$1.4M$1.5M+$109.7K2026-10-09
Curtis Advisory Group, LLC
INCREASED13,57713,166+411+3%$1.4M$1.5M+$128.3K2026-10-28
Indivisible Partners
NEW13,422—+13,422——$1.5M—2026-10-26
Signature Equity Partners, LLC
INCREASED13,3549,892+3,462+35%$1.0M$1.5M+$441.3K2026-10-29
United Advisor Group, LLC
INCREASED13,2188,435+4,783+57%$869.3K$1.4M+$576.6K2026-11-03
Sunpointe, LLC
UNCHANGED13,16313,16300%$1.4M$1.4M+$83.3K2026-10-22
Apollon Wealth Management, LLC
DECREASED13,16117,256-4,095-24%$1.8M$1.4M-$338.7K2026-10-23
MGO One Seven LLC
INCREASED12,44312,325+118+1%$1.3M$1.4M+$90.9K2026-10-28
RCS Financial Planning, LLC
DECREASED12,25829,877-17,619-59%$3.1M$1.3M-$1.7M2026-10-14
W.H. Cornerstone Investments Inc.
INCREASED11,9947,956+4,038+51%$819.9K$1.3M+$492.0K2026-11-03
Winnacle Wealth LLC
NEW11,959—+11,959——$1.3M—2026-10-15
E&G Advisors, LLC
INCREASED11,86411,498+366+3%$1.2M$1.3M+$112.8K2026-10-13
Abacus Planning Group, Inc.
DECREASED11,15412,487-1,333-11%$1.3M$1.2M-$66.7K2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED11,01710,607+410+4%$1.1M$1.2M+$112.0K2026-10-30
Asset Dedication, LLC
INCREASED10,89610,837+59+1%$1.1M$1.2M+$75.1K2026-11-03
Nemes Rush Group LLC
INCREASED9,8828,905+977+11%$917.7K$1.1M+$163.2K2026-11-04
Level Financial Advisors
DECREASED9,68510,032-347-3%$1.0M$1.1M+$25.5K2026-10-13
PNC Financial Services Group, Inc.
INCREASED9,6316,903+2,728+40%$711.3K$1.1M+$342.2K2026-11-06
Wedbush Securities Inc
NEW9,455—+9,455——$1.0M—2026-10-22
Liberty Capital Management, Inc.
DECREASED9,4549,486-320%$977.5K$1.0M+$56.5K2026-11-02
Pacific Sage Partners, LLC
INCREASED9,3099,006+303+3%$928.0K$1.0M+$90.2K2026-10-21
BCM Advisors, LLC
NEW9,242—+9,242——$971.4K—2026-11-03
Exchange Bank
INCREASED9,2398,379+860+10%$863.5K$1.0M+$147.1K2026-10-07
Fifth Third Bancorp
DECREASED9,1489,360-212-2%$964.6K$1.0M+$36.1K2026-11-05
Svrn Asset Management, LLC
UNCHANGED9,0499,04900%$932.5K$989.7K+$57.3K2026-11-02
Balefire, LLC
INCREASED8,9158,849+66+1%$911.9K$975.1K+$63.2K2026-10-09
Selective Wealth Management, Inc.
INCREASED8,7248,191+533+7%$840.1K$936.2K+$96.1K2026-10-16
Central Trust Co
DECREASED8,6489,190-542-6%$947.0K$945.9K-$1.1K2026-11-05
Goldstein Advisors, LLC
DECREASED8,4948,706-212-2%$897.2K$929.1K+$31.9K2026-10-15
Kane Co Wealth Management, Inc.
INCREASED8,2748,103+171+2%$835.0K$905.0K+$70.0K2026-11-04
Entrewealth, LLC
INCREASED8,1147,571+543+7%$819.1K$887.5K+$68.4K2026-10-14
National Wealth Management Group, LLC
NEW7,953—+7,953——$869.9K—2026-10-26
Visionary Wealth Advisors
INCREASED7,9157,700+215+3%$793.5K$865.7K+$72.2K2026-11-04
Prosperitas Financial LLC
INCREASED7,8867,772+114+1%$800.9K$862.6K+$61.7K2026-10-28
Signal Advisors Wealth, LLC
INCREASED7,8847,608+276+4%$784.0K$862.4K+$78.4K2026-10-13
Ifrah Financial Services, Inc.
DECREASED7,8527,926-74-1%$816.8K$858.9K+$42.1K2026-10-13
Cypress Financial Planning LLC
INCREASED7,8107,695+115+1%$793.0K$854.3K+$61.3K2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED7,73410,964-3,230-29%$1.1M$845.9K-$283.9K2026-10-14
Endeavor Private Wealth, Inc.
INCREASED7,6627,066+596+8%$728.2K$838.0K+$109.8K2026-11-05
Echo Wealth Management, LLC
INCREASED7,5814,515+3,066+68%$465.3K$829.2K+$363.9K2026-10-15
Lodestone Wealth Management LLC
INCREASED7,4883,368+4,120+122%$347.1K$819.1K+$471.9K2026-10-14
Cogent Private Wealth, Inc.
DECREASED7,4167,446-300%$767.3K$811.2K+$43.9K2026-11-06
Hengehold Capital Management LLC
DECREASED7,0877,149-62-1%$736.7K$775.1K+$38.4K2026-10-16
BIP Wealth, LLC
NEW7,083—+7,083——$774.7K—2026-10-22
HUB Investment Partners, LLC
DECREASED6,94318,280-11,337-62%$1.9M$759.4K-$1.1M2026-11-03
Websterrogers Financial Advisors, LLC
UNCHANGED6,8536,85300%$706.2K$749.6K+$43.4K2026-11-02
Mosley Wealth Management
INCREASED6,784143+6,641+4644%$14.7K$728.0K+$713.3K2026-10-16
Canvas Wealth Advisors, LLC
DECREASED6,7598,430-1,671-20%$868.7K$722.0K-$146.7K2026-11-02
KFG LLC
NEW6,709—+6,709——$733.8K—2026-11-02
Narus Financial Partners, LLC
INCREASED6,6444,388+2,256+51%$452.2K$726.7K+$274.5K2026-10-19
Cypress Wealth Services, LLC
UNCHANGED6,5476,54700%$674.7K$707.5K+$32.8K2026-10-21
PFG Advisors
INCREASED6,2666,204+62+1%$639.3K$685.4K+$46.1K2026-10-16
Tranquility Partners, LLC
DECREASED6,1936,248-55-1%$643.9K$677.4K+$33.5K2026-10-20
James Investment Research, Inc.
INCREASED6,1736,044+129+2%$622.8K$675.2K+$52.4K2026-10-22
M Wealth Management, LLC
UNCHANGED6,1526,15200%$634.0K$672.9K+$38.9K2026-10-14
Ritholtz Wealth Management
INCREASED6,1495,225+924+18%$538.4K$672.6K+$134.2K2026-11-05
Sovran Advisors, LLC
NEW6,084—+6,084——$650.0K—2026-11-02
J.W. Cole Advisors, Inc.
INCREASED5,7783,666+2,112+58%$377.7K$632.0K+$254.3K2026-11-05
Nova R Wealth, Inc.
DECREASED5,5565,859-303-5%$603.8K$607.7K+$3.9K2026-10-26
R2 Capital Strategies, LLC
INCREASED5,5414,345+1,196+28%$447.8K$606.1K+$158.3K2026-10-15
MCF Advisors LLC
DECREASED5,3835,672-289-5%$584.5K$588.8K+$4.3K2026-10-28
Colonial River Investments, LLC
INCREASED5,3574,248+1,109+26%$437.8K$586.0K+$148.2K2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED5,1955,19500%$535.3K$568.2K+$32.9K2026-10-15
Lutz Financial Services LLC
UNCHANGED5,1705,17000%$532.8K$565.5K+$32.7K2026-11-06
Perryman Financial Advisory Inc
DECREASED5,1325,615-483-9%$578.6K$561.3K-$17.3K2026-10-16
Quadcap Wealth Management, LLC
INCREASED5,0922,007+3,085+154%$206.8K$557.0K+$350.2K2026-11-02
Cambridge Financial Group, LLC
UNCHANGED5,0185,01800%$517.1K$517.1K$02026-10-06
Parkside Financial Bank & Trust
INCREASED4,8844,882+2+0%$503.1K$534.2K+$31.1K2026-10-27
Root Financial Partners, LLC
INCREASED4,7384,082+656+16%$420.7K$518.3K+$97.6K2026-10-21
Rockwood Wealth Management, LLC
UNCHANGED4,6764,67600%$481.8K$511.4K+$29.6K2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED4,4654,46500%$460.1K$488.4K+$28.3K2026-10-13
Independent Financial Group, LLC
INCREASED4,4152,398+2,017+84%$247.1K$482.9K+$235.8K2026-10-13
Legacies Wealth LLC
UNCHANGED4,3884,38800%$452.2K$480.0K+$27.8K2026-11-02
StoneX Group Inc.
NEW4,293—+4,293——$469.6K—2026-11-03
Intelligent Financial Strategies
INCREASED4,2774,275+2+0%$440.6K$467.8K+$27.2K2026-10-16
Facet Wealth, Inc.
INCREASED4,2543,339+915+27%$344.1K$465.3K+$121.2K2026-11-04
Wilkerson Advisory Group LLC
DECREASED4,0754,134-59-1%$426.1K$445.7K+$19.7K2026-10-20
PUREfi Wealth, LLC
NEW4,016—+4,016——$439.3K—2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED3,9983,99800%$412.0K$437.3K+$25.3K2026-10-15
Valmark Advisers, Inc.
UNCHANGED3,9533,95300%$407.4K$432.4K+$25.0K2026-11-06
Parallel Advisors, LLC
DECREASED3,9333,944-110%$406.5K$430.2K+$23.7K2026-11-03
Wealth Preservation Advisors, LLC
NEW3,854—+3,854——$421.6K—2026-11-05
Allodium Investment Consultants, LLC
DECREASED3,8083,824-160%$394.1K$416.6K+$22.5K2026-10-14
Foster Victor Wealth Advisors, LLC
NEW3,760—+3,760——$403.6K—2026-10-21
Solidarity Wealth, LLC
INCREASED3,7403,655+85+2%$376.6K$409.1K+$32.4K2026-10-15
Stonebridge Financial Group, LLC
DECREASED3,7074,483-776-17%$462.0K$405.4K-$56.5K2026-10-01
Aureum Wealth Management, LLC
DECREASED3,6254,511-886-20%$464.9K$396.5K-$68.4K2026-10-15
Life Planning Partners, Inc
UNCHANGED3,6053,60500%$371.5K$394.3K+$22.8K2026-10-28
Palisade Asset Management, LLC
DECREASED3,6004,840-1,240-26%$498.8K$393.8K-$105.0K2026-11-03
Financial Architects, LLC
DECREASED3,5203,540-20-1%$364.8K$385.0K+$20.2K2026-10-13
Jacobi Capital Management LLC
INCREASED3,5123,508+4+0%$361.5K$384.1K+$22.6K2026-11-05
Cushing Capital Partners, LLC
NEW3,449—+3,449——$377.2K—2026-10-20
Financial Symmetry Inc
DECREASED3,4413,512-71-2%$361.9K$376.4K+$14.5K2026-10-06
One Way Holdings LLC
UNCHANGED3,3423,34200%$344.4K$365.5K+$21.2K2026-10-29
Approach Retirement Advisors, LLC
INCREASED3,2933,200+93+3%$329.8K$360.2K+$30.4K2026-10-22
Well Done, LLC
DECREASED3,2673,347-80-2%$344.9K$357.3K+$12.4K2026-10-20
Foresight Capital Management Advisors, Inc.
INCREASED3,2572,963+294+10%$305.3K$356.3K+$51.0K2026-10-27
Klaas Financial Asset Advisors, LLC
DECREASED3,2363,334-98-3%$343.6K$354.0K+$10.4K2026-10-19
Foundry Financial LLC
INCREASED3,2333,201+32+1%$329.8K$353.6K+$23.7K2026-10-16
Omni 360 Wealth, Inc.
NEW3,220—+3,220——$352.2K—2026-10-13
JDH Wealth Management, LLC
UNCHANGED3,0903,09000%$318.4K$338.0K+$19.6K2026-10-20
Sage Rhino Capital LLC
INCREASED3,0823,077+5+0%$317.1K$337.1K+$20.0K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED3,0793,076+3+0%$316.9K$336.8K+$19.8K2026-10-16
Leading Edge Financial Planning LLC
DECREASED2,9993,067-68-2%$316.1K$328.0K+$12.0K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED2,9552,146+809+38%$221.7K$323.2K+$101.5K2026-10-13
Csenge Advisory Group
INCREASED2,9312,512+419+17%$258.8K$320.6K+$61.8K2026-11-04
Riverbend Wealth Management, LLC
DECREASED2,9112,968-57-2%$305.9K$318.4K+$12.5K2026-10-15
Ballast, Inc.
NEW2,900—+2,900——$317.2K—2026-10-20
Koshinski Asset Management, Inc.
INCREASED2,8912,636+255+10%$271.6K$316.2K+$44.5K2026-10-29
Thor Investment Management Inc
INCREASED2,8752,354+521+22%$242.6K$314.5K+$71.9K2026-10-13
WealthPlan Investment Management, LLC
NEW2,832—+2,832——$309.8K—2026-10-15
TruNorth Capital Management, LLC
UNCHANGED2,8102,81000%$289.6K$307.4K+$17.8K2026-10-14
BFI Wealth Solutions, LLC
INCREASED2,7882,787+1+0%$287.2K$305.0K+$17.8K2026-10-16
Choreo, LLC
NEW2,787—+2,787——$304.9K—2026-10-28
Mesirow Financial Investment Management, Inc.
UNCHANGED2,6622,66200%$274.3K$291.2K+$16.9K2026-11-05
Walkner Condon Financial Advisors LLC
NEW2,638—+2,638——$288.5K—2026-11-02
Freedom Day Solutions, LLC
UNCHANGED2,5972,59700%$267.6K$284.1K+$16.4K2026-10-20
Prevail Innovative Wealth Advisors, LLC
DECREASED2,58420,817-18,233-88%$2.1M$279.2K-$1.9M2026-10-20
CWA Asset Management Group, LLC
INCREASED2,5472,473+74+3%$254.8K$278.6K+$23.7K2026-10-19
Flagstar Securities, Inc
NEW2,503—+2,503——$273.8K—2026-10-15
Gaddis Premier Wealth Advisors LLC
UNCHANGED2,4972,49700%$257.3K$273.1K+$15.8K2026-10-29
Convergence Financial, LLC
NEW2,493—+2,493——$272.7K—2026-10-27
Meritas Wealth Management, LLC
INCREASED2,4712,353+118+5%$242.5K$270.3K+$27.8K2026-10-14
Roman Butler Fullerton & Co
DECREASED2,4662,481-15-1%$255.8K$264.8K+$9.0K2026-10-27
RVW Wealth, LLC
DECREASED2,4352,720-285-10%$280.3K$266.3K-$14.0K2026-10-06
International Assets Investment Management, LLC
DECREASED2,3952,560-165-6%$265.2K$258.8K-$6.4K2026-11-02
Austin Asset Management Co Inc
NEW2,255—+2,255——$246.7K—2026-10-29
Integrity Advisory Solutions, LLC
INCREASED2,2412,218+23+1%$228.6K$245.2K+$16.6K2026-10-29
Trellis Wealth Advisors LLC
INCREASED2,2182,211+7+0%$227.8K$242.6K+$14.8K2026-10-19
Shotwell Rutter Baer Inc
DECREASED2,1932,197-40%$226.4K$239.9K+$13.5K2026-10-14
SRH Advisors, LLC
UNCHANGED2,1722,17200%$223.8K$237.6K+$13.7K2026-10-22
Global Wealth Management, LLC
INCREASED2,1472,141+6+0%$220.7K$234.8K+$14.1K2026-10-15
M Holdings Securities, Inc.
NEW2,137—+2,137——$230—2026-11-03
Dynamic Advisor Solutions LLC
NEW2,127—+2,127——$232.6K—2026-10-13
Kestra Private Wealth Services, LLC
NEW2,115—+2,115——$231.4K—2026-11-06
Collaborative Capital Advisors LLC
NEW2,092—+2,092——$228.8K—2026-11-06
Base Wealth Management LLC
UNCHANGED2,0782,07800%$214.1K$227.3K+$13.2K2026-10-21
Accel Wealth Management
DECREASED2,0742,080-60%$214.3K$226.9K+$12.5K2026-10-13
Bison Wealth, LLC
DECREASED2,0172,089-72-3%$221.0K$217.9K-$3.1K2026-10-13
Worth Asset Management, LLC
DECREASED1,9882,013-25-1%$207.4K$217.4K+$10.0K2026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED1,98413,112-11,128-85%$1.4M$217.0K-$1.1M2026-11-03
Kingsman Wealth Management, Inc.
NEW1,946—+1,946——$212.9K—2026-10-13
Stevens Capital Partners
NEW1,944—+1,944——$212.6K—2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
NEW1,934—+1,934——$211.5K—2026-10-13
Global Trust Asset Management, LLC
INCREASED1,8991,669+230+14%$172.0K$207.7K+$35.7K2026-10-19
LongView Wealth Management
NEW1,898—+1,898——$207.6K—2026-10-19
RFG Advisory, LLC
NEW1,885—+1,885——$206.1K—2026-11-03
Aurelius Family Office LLC
NEW1,849—+1,849——$202.2K—2026-10-23
Colton Groome Financial Advisors, LLC
NEW1,844—+1,844——$201.7K—2026-10-06
RHL Group, LLC
NEW1,824—+1,824——$199.5K—2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED1,6501,65000%$170.0K$180.5K+$10.4K2026-10-16
Bank of New Hampshire
UNCHANGED1,5771,57700%$162.5K$172.5K+$10.0K2026-10-06
Eastern Bank
NEW1,508—+1,508——$164.9K—2026-10-05
Trust Co
UNCHANGED1,3801,38000%$142.2K$150.9K+$8.7K2026-10-09
US Bancorp \de\
INCREASED1,1991,033+166+16%$106.5K$131.1K+$24.7K2026-11-05
Arlington Trust Co LLC
UNCHANGED98098000%$101.0K$107.2K+$6.2K2026-10-20
Lloyd Advisory Services, Llc.
DECREASED9421,014-72-7%$104.5K$103.1K-$1.5K2026-11-02
Angeles Wealth Management, LLC
DECREASED9322,187-1,255-57%$225.3K$101.9K-$123.4K2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED93293200%$96.0K$101.9K+$5.9K2026-10-27
Salomon & Ludwin, LLC
UNCHANGED93193100%$96.5K$101.8K+$5.4K2026-10-29
IFP Advisors, Inc
DECREASED9281,071-143-13%$110.4K$101.5K-$8.9K2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED85685600%$88.2K$93.6K+$5.4K2026-10-30
CX Institutional
INCREASED845811+34+4%$84.0K$92-$83.9K2026-10-02
Fiduciary Advisors, Inc.
INCREASED806558+248+44%$57.5K$88.2K+$30.7K2026-10-16
Valley National Advisers Inc
UNCHANGED78178100%$80.5K$85.4K+$4.9K2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED65565500%$67.5K$71.6K+$4.1K2026-10-26
Clayton Financial Group LLC
NEW605—+605——$66.2K—2026-10-13
Birch Financial Group, LLC
NEW497—+497——$54.4K—2026-10-27
Key FInancial Inc
INCREASED488332+156+47%$34.2K$53.4K+$19.2K2026-11-02
Monetary Solutions, Ltd
UNCHANGED46046000%$47.4K$50.3K+$2.9K2026-10-22
Blue Trust, Inc.
NEW457—+457——$50.0K—2026-10-15
Creative Financial Designs Inc
INCREASED446154+292+190%$15.9K$48.8K+$32.9K2026-11-04
NorthAvenue LLC
UNCHANGED37737700%$38.9K$41.2K+$2.4K2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED370369+1+0%$38.1K$40.4K+$2.4K2026-10-30
Mather Group, Llc.
INCREASED366341+25+7%$35.2K$40.1K+$4.9K2026-10-14
Harbor Asset Planning, Inc.
NEW364—+364——$39.9K—2026-10-23
Heritage Family Offices, LLP
NEW356—+356——$39.0K—2026-11-02
Jnba Financial Advisors
NEW349—+349——$38.2K—2026-11-03
Point Nemo Capital, LLC
UNCHANGED34834800%$35.9K$38.1K+$2.2K2026-11-03
Burkett Financial Services, LLC
NEW345—+345——$37.7K—2026-10-01
POM Investment Strategies, LLC
NEW335—+335——$36.6K—2026-10-20
Acumen Wealth Advisors, LLC
INCREASED331257+74+29%$26.4K$36.2K+$9.7K2026-11-05
Pinnacle Bancorp, Inc.
DECREASED298312-14-4%$32.2K$32.6K+$4432026-10-21
Country Trust Bank
UNCHANGED28428400%$29.3K$31.1K+$1.8K2026-10-30
Physician Wealth Advisors, Inc.
DECREASED2661,373-1,107-81%$141.5K$29.1K-$112.4K2026-10-20
Daytona Street Capital LLC
UNCHANGED26026000%$27.1K$28.3K+$1.2K2026-10-15
Barrett & Company, Inc.
UNCHANGED24124100%$24.8K$26.4K+$1.5K2026-10-22
Abound Wealth Management
INCREASED238151+87+58%$15.6K$26.0K+$10.4K2026-10-26
Kingdom Financial Group Llc.
INCREASED235233+2+1%$24.1K$25.7K+$1.6K2026-11-04
Oakworth Capital, Inc.
UNCHANGED23523500%$24.3K$25.7K+$1.4K2026-10-26
First Bancorp, Inc
NEW225—+225——$24.6K—2026-10-26
United Financial Planning Group LLC
NEW207—+207——$22.6K—2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED20520500%$21.1K$22.4K+$1.3K2026-10-28
Elyxium Wealth, LLC
NEW200—+200——$21.9K—2026-10-27
Rossby Financial, LCC
INCREASED19355+138+251%$5.6K$21.1K+$15.4K2026-11-05
Piscataqua Savings Bank
UNCHANGED18618600%$19.2K$20.3K+$1.2K2026-10-21
Evolution Wealth Management Inc.
DECREASED172224-52-23%$23.1K$18.8K-$4.3K2026-10-28
Hurley Capital, LLC
INCREASED162161+1+1%$16.6K$17.7K+$1.1K2026-11-05
Private Trust Co NA
INCREASED159133+26+20%$13.7K$17.4K+$3.7K2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED15415400%$15.9K$16.8K+$9752026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED15115100%$15.5K$16.5K+$9852026-10-30
Trust Co of Vermont
INCREASED137102+35+34%$10.5K$15.0K+$4.5K2026-10-21
Coston, McIsaac & Partners
UNCHANGED13213200%$13$14.4K+$14.4K2026-11-06
Team Financial Group, LLC
NEW125—+125——$13.7K—2026-10-30
Mechanics Financial Corp
NEW112—+112——$12.3K—2026-11-05
Horizon Financial Services, LLC
UNCHANGED10510500%$10.8K$11.5K+$6652026-11-04
Gleason Group, Inc.
INCREASED104103+1+1%$10.7K$11.4K+$7082026-10-15
Gamma Investing LLC
UNCHANGED10010000%$10.3K$10.9K+$6332026-10-08
Latitude Advisors, LLC
NEW92—+92——$10.1K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED898900%$9.2K$9.7K+$5632026-11-03
Ares Financial Consulting, LLC
NEW82—+82——$9.0K—2026-10-19
Yankcom Partnership
NEW82—+82——$9.0K—2026-10-15
Clearstead Advisors, LLC
DECREASED822,861-2,779-97%$294.8K$9.0K-$285.8K2026-11-06
Carolina Wealth Advisors, LLC
UNCHANGED787800%$8.0K$8.5K+$4942026-10-23
Pioneer Family Office, LLC
UNCHANGED757500%$7.7K$8.2K+$4752026-10-30
Mowery & Schoenfeld Wealth Management, LLC
NEW70—+70——$7.7K—2026-10-28
Silver Grove Financial Group, Inc.
INCREASED6460+4+7%$6.2K$7.0K+$8172026-11-05
True Wealth Design, LLC
UNCHANGED636300%$6.5K$6.9K+$3982026-10-13
Golden State Wealth Management, LLC
INCREASED558+47+588%$824$6.0K+$5.2K2026-11-02
Spire Wealth Management
UNCHANGED535300%$5.5K$5.8K+$3352026-10-30
Roxbury Financial LLC
UNCHANGED484800%$4.9K$5.2K+$3272026-10-01
Clark Wealth Partners
UNCHANGED414100%$4.2K$4.5K+$2592026-10-19
Bfsg, LLC
UNCHANGED363600%$3.7K$3.9K+$2282026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED313100%$3.2K$3.4K+$1962026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED303000%$3.1K$3.3K+$1892026-10-23
High Note Wealth, LLC
NEW22—+22——$2.4K—2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED141400%$1.4K$1.5K+$882026-11-02
Triumph Capital Management
NEW10—+10——$1.1K—2026-10-14
Plante Moran Financial Advisors, LLC
NEW9—+9——$984—2026-11-04
Addison Advisors LLC
UNCHANGED9900%$948$1.0K+$632026-11-06
Tradewinds Capital Management, LLC
NEW8—+8——$876—2026-10-23
Signature Resources Capital Management, LLC
INCREASED75+2+40%$515$766+$2512026-10-16
Russell Investments Group, Ltd.
UNCHANGED6600%$618$656+$382026-11-06
Tsfg, LLC
UNCHANGED6600%$1$1$02026-10-23
Signaturefd, LLC
UNCHANGED6600%$618$656+$382026-10-23
Prairie Wealth Advisors, Inc.
NEW0—0——$238.2K—2026-10-29
Founders Financial Securities LLC
CLOSED038,268-38,268-100%$3.9M$0-$3.9M2026-10-28
Tanglewood Wealth Management, Inc.
CLOSED023,881-23,881-100%$2.5M$0-$2.5M2026-10-23
Johnson Financial Group, LLC
CLOSED016,484-16,484-100%$1.7M$0-$1.7M2026-11-03
Axxcess Wealth Management, LLC
CLOSED012,474-12,474-100%$1.3M$0-$1.3M2026-10-21
Simplex Trading, LLC
CLOSED07,715-7,715-100%$795.0K$0-$795.0K2026-11-04
Nations Financial Group Inc,
CLOSED06,570-6,570-100%$677.1K$0-$677.1K2026-11-05
Fisher Asset Management, LLC
CLOSED05,607-5,607-100%$577.8K$0-$577.8K2026-11-06
TBH Global Asset Management, LLC
CLOSED05,028-5,028-100%$518.1K$0-$518.1K2026-11-03
Confluence Wealth Services, Inc.
CLOSED02,752-2,752-100%$283.6K$0-$283.6K2026-11-05
Belvedere Trading LLC
CLOSED02,411-2,411-100%$248.5K$0-$248.5K2026-11-05
Sapient Capital LLC
CLOSED02,236-2,236-100%$230.4K$0-$230.4K2026-10-08
Cornerstone Planning Group LLC
CLOSED01,497-1,497-100%$156.8K$0-$156.8K2026-10-16
Islay Capital Management, LLC
CLOSED0300-300-100%$30.9K$0-$30.9K2026-10-20
Gill Capital Partners, LLC
CLOSED0194-194-100%$20.0K$0-$20.0K2026-10-13
Salem Investment Counselors Inc
CLOSED0187-187-100%$19.3K$0-$19.3K2026-10-13
Creative Capital Management Investments LLC
CLOSED046-46-100%$4.7K$0-$4.7K2026-10-28
Elevated Capital Advisors, LLC
CLOSED021-21-100%$2.2K$0-$2.2K2026-11-04
AdvisorNet Financial, Inc
CLOSED016-16-100%$1.7K$0-$1.7K2026-10-15
Bullseye Investment Management, LLC
CLOSED06-6-100%$618$0-$6182026-10-29
Citigroup Inc
CLOSED01-1-100%$103$0-$1032026-11-04
Jones Financial Companies Lllp
N/A—33,269,635-33,269,635-100%$3.5B———
Focus Partners Wealth
N/A—4,813,065-4,813,065-100%$496.0M———
Focus Partners Advisor Solutions, LLC
N/A—4,692,285-4,692,285-100%$483.5M———
Envestnet Asset Management Inc
N/A—2,637,014-2,637,014-100%$271.7M———
Mason Investment Advisory Services, Inc.
N/A—2,351,220-2,351,220-100%$242.3M———
Haverford Trust Co
N/A—1,704,861-1,704,861-100%$175.7M———
Pure Financial Advisors, LLC
N/A—1,646,823-1,646,823-100%$169.7M———
Cerity Partners LLC
N/A—1,632,319-1,632,319-100%$168.2M———
American Century Companies Inc
N/A—1,329,478-1,329,478-100%$137.0M———
Morgan Stanley
N/A—1,036,301-1,036,301-100%$106.8M———
Bank of America Corp
N/A—1,016,733-1,016,733-100%$104.8M———
Northwestern Mutual Wealth Management Co
N/A—1,016,369-1,016,369-100%$104.7M———
Bank of Montreal
N/A—1,003,126-1,003,126-100%$103.4M———
Sequoia Financial Advisors, LLC
N/A—622,801-622,801-100%$64.2M———
Empowered Funds, LLC
N/A—548,409-548,409-100%$56.5M———
EP Wealth Advisors, LLC
N/A—530,912-530,912-100%$54.7M———
HighTower Advisors, LLC
N/A—514,954-514,954-100%$53.1M———
Hill Investment Group Partners, LLC
N/A—494,300-494,300-100%$50.9M———
Cetera Investment Advisers
N/A—484,875-484,875-100%$50.0M———
Beaird Harris Wealth Management, LLC
N/A—427,007-427,007-100%$44.0M———
Greenline Partners, LLC
N/A—424,813-424,813-100%$43.8M———
Raymond James Financial Inc
N/A—421,412-421,412-100%$43.4M———
Horizon Investments, LLC
N/A—414,103-414,103-100%$12.7M———
Stifel Financial Corp
N/A—363,714-363,714-100%$37.5M———
Pathstone Holdings, LLC
N/A—350,754-350,754-100%$36.1M———
Cresset Asset Management, LLC
N/A—340,704-340,704-100%$35.1M———
Bleakley Financial Group, LLC
N/A—295,820-295,820-100%$30.5M———
Benjamin Edwards Inc
N/A—262,245-262,245-100%$27.0M———
Wells Fargo & Company
N/A—261,126-261,126-100%$26.9M———
Stratos Investment Management, LLC
N/A—253,695-253,695-100%$26.1M———
Jane Street Group, LLC
N/A—238,611-238,611-100%$24.6M———
Satovsky Asset Management LLC
N/A—231,651-231,651-100%$23.9M———
AQR Capital Management LLC
N/A—230,444-230,444-100%$23.7M———
KEB Asset Management, LLC
N/A—200,844-200,844-100%$20.7M———
Old Mission Capital LLC
N/A—196,010-196,010-100%$20.2M———
MML Investors Services, LLC
N/A—192,982-192,982-100%$19.9M———
NewEdge Advisors, LLC
N/A—189,877-189,877-100%$19.6M———
Rialto Wealth Management, LLC
N/A—183,604-183,604-100%$18.9M———
Royal Bank of Canada
N/A—177,960-177,960-100%$18.3M———
Natixis Advisors, LLC
N/A—176,535-176,535-100%$18.2M———
JRM Investment Counsel, LLC
N/A—175,220-175,220-100%$18.1M———
World Investment Advisors
N/A—172,848-172,848-100%$17.3M———
UBS Group AG
N/A—168,225-168,225-100%$17.3M———
Penserra Capital Management LLC
N/A—165,093-165,093-100%$17.0M———
Waverly Advisors, LLC
N/A—162,299-162,299-100%$16.7M———
Mariner, LLC
N/A—154,263-154,263-100%$15.9M———
Susquehanna International Group, LLP
N/A—153,736-153,736-100%$15.8M———
Flow Traders U.S. LLC
N/A—147,113-147,113-100%$15.2M———
Libra Wealth LLC
N/A—147,027-147,027-100%$15.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—145,978-145,978-100%$15.0M———
Checchi Capital Advisers, LLC
N/A—127,610-127,610-100%$13.2M———
Goldman Sachs Group Inc
N/A—126,932-126,932-100%$13.1M———
Seven Springs Wealth Group, LLC
N/A—125,353-125,353-100%$12.9M———
Citadel Advisors LLC
N/A—124,463-124,463-100%$12.8M———
Jackson Thornton Wealth Management, LLC
N/A—119,694-119,694-100%$12.3M———
Dopkins Wealth Management, LLC
N/A—104,024-104,024-100%$10.7M———
WealthCollab, LLC
N/A—95,159-95,159-100%$9.8M———
CoreFirst Bank & Trust
N/A—95,088-95,088-100%$9.8M———
Betterment LLC
N/A—91,956-91,956-100%$9.5M———
BlackRock, Inc.
N/A—90,695-90,695-100%$9.3M———
Retirement Management Systems Inc.
N/A—90,488-90,488-100%$9.3M———
Qube Research & Technologies Ltd
N/A—83,687-83,687-100%$8.6M———
Fort Vancouver Investment Management, LLC
N/A—81,859-81,859-100%$8.4M———
Osaic Holdings, Inc.
N/A—79,683-79,683-100%$8.2M———
Orion Porfolio Solutions, LLC
N/A—79,266-79,266-100%$8.2M———
Beta Wealth Group, Inc.
N/A—77,859-77,859-100%$8.0M———
Per Stirling Capital Management, Llc.
N/A—77,575-77,575-100%$8.0M———
Smith, Moore & Co.
N/A—77,457-77,457-100%$8.0M———
Claris Advisors, LLC / MO /
N/A—73,718-73,718-100%$7.6M———
PW Advisors, LLC \ FL
N/A—71,554-71,554-100%$7.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—67,642-67,642-100%$7.0M———
Estate Counselors, LLC
N/A—66,480-66,480-100%$6.9M———
Oak Wealth Advisors LLC
N/A—64,510-64,510-100%$6.6M———
Curio Wealth, LLC
N/A—63,452-63,452-100%$6.5M———
Cardiff Park Advisors, LLC
N/A—63,201-63,201-100%$6.5M———
Empire Financial Management Company, LLC
N/A—62,834-62,834-100%$6.5M———
Segall Bryant & Hamill, LLC
N/A—60,864-60,864-100%$6.3M———
PCG Wealth Advisors, LLC
N/A—59,099-59,099-100%$6.1M———
Quantinno Capital Management LP
N/A—57,097-57,097-100%$5.9M———
SageView Advisory Group, LLC
N/A—56,253-56,253-100%$5.8M———
Parkwoods Wealth Partners, LLC
N/A—53,100-53,100-100%$5.5M———
Cascade Financial Partners, LLC
N/A—52,960-52,960-100%$5.5M———
Wealthfront Advisers LLC
N/A—52,614-52,614-100%$5.4M———
Summit Financial, LLC
N/A—51,561-51,561-100%$5.3M———
Beacon Pointe Advisors, LLC
N/A—48,648-48,648-100%$5.0M———
OneDigital Investment Advisors LLC
N/A—48,257-48,257-100%$5.0M———
Advisory Services Network, LLC
N/A—46,003-46,003-100%$4.7M———
CreativeOne Wealth, LLC
N/A—44,988-44,988-100%$4.6M———
Federation des caisses Desjardins du Quebec
N/A—44,152-44,152-100%$4.5M———
Bristlecone Value Partners, LLC
N/A—41,546-41,546-100%$4.3M———
Cloud Capital Management, LLC
N/A—41,189-41,189-100%$4.2M———
Platform Wealth Management, LLC
N/A—40,373-40,373-100%$4.2M———
Stokes Family Office, LLC
N/A—38,335-38,335-100%$4.0M———
WorthPointe, LLC
N/A—36,877-36,877-100%$3.8M———
E-Wealth Partners, LLC
N/A—34,703-34,703-100%$3.6M———
Savvy Advisors, Inc.
N/A—34,348-34,348-100%$3.5M———
JPMorgan Chase & Co
N/A—34,045-34,045-100%$3.5M———
AllGen Financial Advisors, Inc.
N/A—33,914-33,914-100%$3.5M———
BWM Planning, LLC
N/A—33,699-33,699-100%$3.5M———
Shufro Rose & Co LLC
N/A—33,339-33,339-100%$3.4M———
AE Wealth Management LLC
N/A—33,272-33,272-100%$3.4M———
Insigneo Advisory Services, LLC
N/A—33,194-33,194-100%$3.4M———
Arcadia Wealth Management, Inc.
N/A—32,891-32,891-100%$3.4M———
Smartleaf Asset Management LLC
N/A—32,366-32,366-100%$3.3M———
Continuum Advisory, LLC
N/A—31,532-31,532-100%$3.2M———
Trailhead Planners LLC
N/A—31,299-31,299-100%$3.2M———
Capasso Planning Partners LLC
N/A—31,059-31,059-100%$3.2M———
Principal Securities, Inc.
N/A—30,824-30,824-100%$3.2M———
Sanchez Levi Garrett
N/A—29,716-29,716-100%$3.1M———
Orion Capital Management LLC
N/A—29,243-29,243-100%$3.0M———
CIBC World Market Inc.
N/A—28,275-28,275-100%$2.9M———
Envestnet Portfolio Solutions, Inc.
N/A—27,058-27,058-100%$2.8M———
McCartney Wealth Management LLC
N/A—25,526-25,526-100%$2.6M———
Fiduciary Financial Advisors
N/A—25,477-25,477-100%$2.6M———
Ancora Advisors LLCA
N/A—24,106-24,106-100%$2.5M———
Summit Wealth & Retirement Planning, Inc.
N/A—22,942-22,942-100%$2.4M———
Nuveen, LLC
N/A—22,705-22,705-100%$2.3M———
Cary Street Partners Financial LLC
N/A—22,541-22,541-100%$2.3M———
Janney Montgomery Scott LLC
N/A—21,415-21,415-100%$2.2M———
Seeds Investor LLC
N/A—21,279-21,279-100%$2.2M———
Vistica Wealth Advisors, LLC
N/A—20,965-20,965-100%$2.2M———
&partners
N/A—20,808-20,808-100%$2.1M———
Coldstream Capital Management Inc
N/A—20,665-20,665-100%$2.1M———
Passive Capital Management, Llc.
N/A—19,338-19,338-100%$1.8M———
Arete Wealth Advisors, LLC
N/A—19,299-19,299-100%$2.0M———
LRI Investments, LLC
N/A—19,032-19,032-100%$2.0M———
Financial Plan, Inc.
N/A—18,949-18,949-100%$2.0M———
Dogwood Wealth Management LLC
N/A—17,650-17,650-100%$1.8M———
Maimon Wealth Management Ltd.
N/A—17,525-17,525-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—17,336-17,336-100%$1.8M———
Nwam LLC
N/A—17,182-17,182-100%$1.8M———
Captrust Financial Advisors
N/A—15,513-15,513-100%$1.6M———
Douglass Winthrop Advisors, LLC
N/A—15,300-15,300-100%$1.6M———
Equitable Holdings, Inc.
N/A—14,945-14,945-100%$1.5M———
Seaview Investment Managers LLC
N/A—14,857-14,857-100%$1.5M———
CVA Family Office, LLC
N/A—14,774-14,774-100%$1.5M———
Maridea Wealth Management LLC
N/A—14,631-14,631-100%$1.5M———
Two Sigma Securities, LLC
N/A—14,594-14,594-100%$1.5M———
Independent Advisor Alliance
N/A—13,374-13,374-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—12,772-12,772-100%$1.3M———
FMB Wealth Management
N/A—12,620-12,620-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—12,537-12,537-100%$1.3M———
FMR LLC
N/A—11,607-11,607-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—11,127-11,127-100%$1.1M———
Belpointe Asset Management LLC
N/A—10,800-10,800-100%$1.1M———
Private Advisor Group, LLC
N/A—10,125-10,125-100%$1.0M———
Brown Advisory Inc
N/A—10,092-10,092-100%$1.0M———
Eldridge Investment Advisors, Inc.
N/A—10,000-10,000-100%$1.0M———
TRU Independence Asset Management 2, LLC
N/A—9,748-9,748-100%$1.0M———
Prosperity Consulting Group, LLC
N/A—9,727-9,727-100%$1.0M———
SouthState Bank Corp
N/A—9,475-9,475-100%$976.4K———
MAI Capital Management
N/A—9,447-9,447-100%$973.7K———
Integrated Wealth Concepts LLC
N/A—9,293-9,293-100%$957.6K———
NCM Capital Management, LLC
N/A—9,005-9,005-100%$927.9K———
Sankala Group LLC
N/A—8,924-8,924-100%$980.7K———
Fortis Capital Advisors, LLC
N/A—8,798-8,798-100%$906.6K———
Mosaic Family Wealth Partners, LLC
N/A—8,728-8,728-100%$899.4K———
Capital Analysts, LLC
N/A—8,558-8,558-100%$882.0K———
Integrity Wealth Solutions LLC
N/A—8,483-8,483-100%$874.2K———
Vestmark Advisory Solutions, Inc.
N/A—8,435-8,435-100%$869.2K———
Clark Capital Management Group, Inc.
N/A—8,368-8,368-100%$862.3K———
Kelman-Lazarov, Inc.
N/A—8,284-8,284-100%$853.7K———
Caprock Group, LLC
N/A—8,241-8,241-100%$849.2K———
Atomic Invest LLC
N/A—8,206-8,206-100%$847.1K———
Drive Wealth Management, LLC
N/A—8,121-8,121-100%$836.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,049-8,049-100%$829.4K———
Seldon Capital LP
N/A—8,000-8,000-100%$824.4K———
Mercer Global Advisors Inc
N/A—7,987-7,987-100%$823.1K———
Tudor Investment Corp ET AL
N/A—7,917-7,917-100%$815.8K———
Camarda Financial Advisors, LLC
N/A—7,673-7,673-100%$790.7K———
Bragg Financial Advisors, Inc
N/A—7,474-7,474-100%$770.2K———
Ameritas Advisory Services, LLC
N/A—7,417-7,417-100%$764.3K———
Renaissance Technologies LLC
N/A—7,116-7,116-100%$733.3K———
Ameriprise Financial Inc
N/A—7,024-7,024-100%$723.8K———
Ruedi Wealth Management, Inc.
N/A—6,914-6,914-100%$712.5K———
Tranquilli Financial Advisor LLC
N/A—6,622-6,622-100%$682.4K———
Integrated Wealthcare, LLC
N/A—6,567-6,567-100%$676.7K———
Haverford Financial Services, Inc.
N/A—6,297-6,297-100%$648.9K———
O'shaughnessy Asset Management, LLC
N/A—6,197-6,197-100%$638.6K———
Brown Brothers Harriman & Co
N/A—6,080-6,080-100%$626.5K———
Kingsview Wealth Management, LLC
N/A—6,008-6,008-100%$619.2K———
Modern Wealth Management, LLC
N/A—5,850-5,850-100%$602.8K———
Global Retirement Partners, LLC
N/A—5,252-5,252-100%$541.2K———
Seaside Wealth Management, Inc.
N/A—5,235-5,235-100%$539.5K———
Empirical Finance, LLC
N/A—4,651-4,651-100%$479.3K———
Colter Lewis Investment Partners LLC
N/A—4,500-4,500-100%$463.7K———
Bluespring Wealth Management, LLC
N/A—4,362-4,362-100%$449.5K———
First Trust Advisors LP
N/A—4,083-4,083-100%$420.8K———
Destination Wealth Management
N/A—4,078-4,078-100%$420.2K———
Atlas Wealth LLC
N/A—4,009-4,009-100%$413.1K———
Liberty Wealth Management LLC
N/A—3,847-3,847-100%$384.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,800-3,800-100%$391.6K———
Inspire Advisors, LLC
N/A—3,768-3,768-100%$388.3K———
AssuredPartners Investment Advisors, LLC
N/A—3,716-3,716-100%$382.9K———
Harbour Investments, Inc.
N/A—3,583-3,583-100%$369.3K———
Compass Capital Corp
N/A—3,464-3,464-100%$378.2K———
XTX Topco Ltd
N/A—3,264-3,264-100%$336.4K———
Mutual Advisors, LLC
N/A—3,211-3,211-100%$330.9K———
Quantum Portfolio Management LLC
N/A—3,140-3,140-100%$323.6K———
Baird Financial Group, Inc.
N/A—3,136-3,136-100%$323.2K———
Keel Point, LLC
N/A—3,106-3,106-100%$320.1K———
National Bank of Canada
N/A—3,083-3,083-100%$325.5K———
First National Bank of Omaha
N/A—3,055-3,055-100%$315.6K———
Caerus Investment Advisors, LLC
N/A—3,020-3,020-100%$311.2K———
Arax Advisory Partners
N/A—2,997-2,997-100%$308.8K———
Truepoint, Inc.
N/A—2,979-2,979-100%$307.0K———
Element Wealth, LLC
N/A—2,960-2,960-100%$305.1K———
Fortune Financial Advisors, LLC
N/A—2,924-2,924-100%$301.4K———
Synergy Investment Management, LLC
N/A—2,908-2,908-100%$299.7K———
Range Advisory, LLC
N/A—2,808-2,808-100%$289.4K———
Dorsey & Whitney Trust Co LLC
N/A—2,807-2,807-100%$289.3K———
Capital Group Private Client Services, Inc.
N/A—2,768-2,768-100%$285.2K———
Safeguard Investment Advisory Group, LLC
N/A—2,674-2,674-100%$275.6K———
CIBC Bancorp USA Inc.
N/A—2,659-2,659-100%$274.0K———
Stratos Wealth Partners, Ltd.
N/A—2,553-2,553-100%$263.1K———
Okabena Investment Services Inc
N/A—2,518-2,518-100%$259.5K———
Index Technologies Group LLC
N/A—2,508-2,508-100%$258.4K———
Baldwin Investment Management, LLC
N/A—2,500-2,500-100%$257.6K———
Zacks Investment Management
N/A—2,431-2,431-100%$250.6K———
Mayflower Financial Advisors, LLC
N/A—2,423-2,423-100%$249.7K———
Foundations Investment Advisors, LLC
N/A—2,408-2,408-100%$248.2K———
Allied Private Wealth LLC
N/A—2,291-2,291-100%$236.1K———
Fortis Capital Management LLC
N/A—2,270-2,270-100%$233.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,259-2,259-100%$232.8K———
IF Advisors, LLC
N/A—2,172-2,172-100%$223.8K———
Heron Bay Capital Management
N/A—2,099-2,099-100%$216.3K———
Nicolet Bankshares Inc
N/A—2,005-2,005-100%$206.6K———
Vawter Financial, Ltd.
N/A—1,999-1,999-100%$206.0K———
Wills Financial Group LLC
N/A—1,997-1,997-100%$205.8K———
Tyche Wealth Partners LLC
N/A—1,962-1,962-100%$202.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,810-1,810-100%$186.5K———
Regatta Research & Money Management
N/A—1,601-1,601-100%$164.8K———
Aptus Capital Advisors, LLC
N/A—1,188-1,188-100%$122.4K———
Anchor Investment Management, LLC
N/A—1,131-1,131-100%$116.6K———
UBS Asset Management Americas LLC
N/A—981-981-100%$101.1K———
Huntington National Bank
N/A—869-869-100%$89.6K———
Operose Advisors LLC
N/A—766-766-100%$78.9K———
BFC Planning, Inc.
N/A—576-576-100%$59.4K———
Strive Financial Group,LLC
N/A—527-527-100%$54.3K———
Glassman Wealth Services
N/A—521-521-100%$53.7K———
Alerus Financial NA
N/A—520-520-100%$53.6K———
Johnson Financial Group, Inc.
N/A—463-463-100%$47.7K———
Corsicana & Co.
N/A—462-462-100%$47.6K———
Medallion Wealth Advisors, LLC
N/A—450-450-100%$46.4K———
JDM Financial Group LLC
N/A—431-431-100%$44.4K———
Rogco, LP
N/A—422-422-100%$43.5K———
Vanguard Advisers Inc
N/A—415-415-100%$42.7K———
Franklin Resources Inc
N/A—413-413-100%$42.6K———
Hantz Financial Services, Inc.
N/A—405-405-100%$42.0K———
Crewe Advisors LLC
N/A—360-360-100%$37.1K———
IFG Advisory, LLC
N/A—358-358-100%$36.9K———
TD Capital Management LLC
N/A—353-353-100%$36.3K———
Strategic Wealth Partners, Ltd.
N/A—350-350-100%$36.1K———
Swan Capital LLC
N/A—309-309-100%$31.8K———
FAS Wealth Partners, Inc.
N/A—250-250-100%$25.8K———
HHM Wealth Advisors, LLC
N/A—184-184-100%$19.0K———
Mcguire Capital Advisors Inc
N/A—162-162-100%$16.7K———
Geneos Wealth Management Inc.
N/A—148-148-100%$15.3K———
Whittier Trust Co of Nevada Inc
N/A—148-148-100%$15.4K———
PlanVest Financial, Inc
N/A—137-137-100%$14.1K———
Bogart Wealth, LLC
N/A—104-104-100%$10.8K———
Tower Research Capital LLC (TRC)
N/A—88-88-100%$9.1K———
Ameriflex Group, Inc.
N/A—75-75-100%$7.7K———
Atlantic Union Bankshares Corp
N/A—46-46-100%$4.7K———
Timbuktu Capital Management, LLC
N/A—31-31-100%$3.2K———
Mpwm Advisory Solutions, LLC
N/A—27-27-100%$2.8K———
Dunhill Financial, LLC
N/A—23-23-100%$2.4K———
S&T Bank
N/A—14-14-100%$1.4K———
Delta Asset Management LLC
N/A—13-13-100%$1.3K———
Showing 789 of 789 institutions