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Avantis U.S. Equity ETF (AVUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HB Wealth Management, LLC
INCREASED
Shares6,449,045 from 6,026,439
Change+422,606 (+7%)
Value$826.1M (+$54.2M)
Filed 2026-10-23
Oak Root LLC
UNCHANGED
Shares2,905,949 from 2,905,949
Change0 (0%)
Value$372.2M (+$29.1K)
Filed 2026-10-09
Maseco LLP
INCREASED
Shares2,405,761 from 2,377,661
Change+28,100 (+1%)
Value$308.1M (+$3.5M)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares2,166,227 from 2,025,359
Change+140,868 (+7%)
Value$277.5M (+$18.1M)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares1,735,440 from 1,764,029
Change-28,589 (-2%)
Value$222.3M (-$3.6M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,731,605 from 1,763,123
Change-31,518 (-2%)
Value$221.8M (-$4.0M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares1,452,465 from 1,412,717
Change+39,748 (+3%)
Value$186.0M (+$5.1M)
Filed 2026-11-02
Great Point Wealth Advisors, LLC
INCREASED
Shares1,224,666 from 1,182,649
Change+42,017 (+4%)
Value$156.9M (+$5.4M)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares1,103,061 from 1,076,358
Change+26,703 (+2%)
Value$141.3M (+$3.4M)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares1,003,702 from 914,760
Change+88,942 (+10%)
Value$128.6M (+$11.4M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares963,357 from 879,326
Change+84,031 (+10%)
Value$123.4M (+$10.8M)
Filed 2026-11-05
Quantum Financial Advisors, LLC
INCREASED
Shares961,454 from 907,573
Change+53,881 (+6%)
Value$123.2M (+$6.9M)
Filed 2026-11-03
Traphagen Investment Advisors LLC
DECREASED
Shares936,821 from 1,015,751
Change-78,930 (-8%)
Value$120.0M (-$10.1M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares933,319 from 938,149
Change-4,830 (-1%)
Value$119.5M (-$609.4K)
Filed 2026-11-02
RVW Wealth, LLC
INCREASED
Shares910,991 from 826,494
Change+84,497 (+10%)
Value$116.7M (+$10.8M)
Filed 2026-10-06
B&D White Capital Company, LLC
INCREASED
Shares760,638 from 737,291
Change+23,347 (+3%)
Value$97.4M (+$3.0M)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares727,970 from 702,241
Change+25,729 (+4%)
Value$93.2M (+$3.3M)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED
Shares663,556 from 628,777
Change+34,779 (+6%)
Value$85.0M (+$4.5M)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
INCREASED
Shares652,755 from 643,544
Change+9,211 (+1%)
Value$83.6M (+$1.2M)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares638,660 from 430,377
Change+208,283 (+48%)
Value$81.8M (+$26.7M)
Filed 2026-10-26
Rockwood Wealth Management, LLC
DECREASED
Shares593,289 from 605,983
Change-12,694 (-2%)
Value$76.0M (-$1.6M)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares547,307 from 483,502
Change+63,805 (+13%)
Value$70.1M (+$8.2M)
Filed 2026-10-08
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares532,568 from 528,975
Change+3,593 (+1%)
Value$68.2M (+$465.6K)
Filed 2026-10-13
Accredited Investor Services, LLC
INCREASED
Shares531,680 from 517,498
Change+14,182 (+3%)
Value$68.1M (+$1.8M)
Filed 2026-10-22
Plancorp, LLC
DECREASED
Shares527,351 from 527,558
Change-207 (0%)
Value$67.6M (+$152.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares523,461 from 471,368
Change+52,093 (+11%)
Value$67.5M (+$7.4M)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares506,461 from 506,461
Change0 (0%)
Value$64.9M ($0)
Filed 2026-10-28
CPC Advisors, LLC
INCREASED
Shares500,646 from 492,914
Change+7,732 (+2%)
Value$64.1M (+$995.3K)
Filed 2026-10-21
Correct Capital Wealth Management
INCREASED
Shares485,775 from 436,566
Change+49,209 (+11%)
Value$62.2M (+$6.3M)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares444,602 from 440,816
Change+3,786 (+1%)
Value$56.9M (+$489.3K)
Filed 2026-10-22
RED Lighthouse Investment Management, LLC
INCREASED
Shares436,326 from 435,464
Change+862 (+0%)
Value$55.9M (+$114.8K)
Filed 2026-11-02
Legacy Financial Group, Inc.
INCREASED
Shares427,847 from 390,059
Change+37,788 (+10%)
Value$54.8M (+$4.8M)
Filed 2026-10-21
AWM Capital, LLC
DECREASED
Shares413,589 from 421,140
Change-7,551 (-2%)
Value$53.0M (-$963.0K)
Filed 2026-10-16
Mattern Wealth Management LLC
DECREASED
Shares379,057 from 379,466
Change-409 (0%)
Value$48.6M (-$48.6K)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares373,217 from 348,287
Change+24,930 (+7%)
Value$47.8M (+$3.2M)
Filed 2026-10-16
Glenview Trust Co
INCREASED
Shares366,351 from 361,185
Change+5,166 (+1%)
Value$46.9M (+$665.3K)
Filed 2026-10-28
Retirement Financial Solutions, LLC
INCREASED
Shares362,974 from 353,155
Change+9,819 (+3%)
Value$46.5M (+$1.3M)
Filed 2026-10-20
Align Financial, LLC
INCREASED
Shares344,215 from 344,040
Change+175 (+0%)
Value$44.1M (+$25.9K)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
INCREASED
Shares343,312 from 339,935
Change+3,377 (+1%)
Value$44.0M (+$436.0K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares340,817 from 337,465
Change+3,352 (+1%)
Value$43.7M (+$432.7K)
Filed 2026-10-16
Highland Financial Advisors, LLC
DECREASED
Shares327,000 from 331,484
Change-4,484 (-1%)
Value$41.9M (-$571.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares309,595 from 271,743
Change+37,852 (+14%)
Value$39.7M (+$4.9M)
Filed 2026-11-02
Aspen Private Advisors, LLC
DECREASED
Shares269,281 from 276,168
Change-6,887 (-2%)
Value$34.5M (-$879.4K)
Filed 2026-10-27
Copper Harbor Investment Advisors, LLC
INCREASED
Shares267,443 from 261,754
Change+5,689 (+2%)
Value$34.3M (+$731.4K)
Filed 2026-10-16
Sensenig Capital Advisors, Inc
INCREASED
Shares266,361 from 243,335
Change+23,026 (+9%)
Value$34.1M (+$3.0M)
Filed 2026-10-23
Burton Enright Welch
DECREASED
Shares265,175 from 265,570
Change-395 (0%)
Value$34.0M (-$47.9K)
Filed 2026-11-04
Tandemgrowth Financial Advisors LLC
DECREASED
Shares243,295 from 246,572
Change-3,277 (-1%)
Value$31.2M (-$417.3K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares242,320 from 229,401
Change+12,919 (+6%)
Value$31.0M (+$1.9M)
Filed 2026-10-27
Websterrogers Financial Advisors, LLC
DECREASED
Shares227,257 from 230,978
Change-3,721 (-2%)
Value$29.1M (-$474.4K)
Filed 2026-11-02
Arlington Financial Advisors, LLC
NEW
Shares222,150
Change+222,150
Value$28.5M
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares218,268 from 217,490
Change+778 (+0%)
Value$28.0M (+$101.8K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
INCREASED
Shares210,302 from 209,287
Change+1,015 (+0%)
Value$26.9M (+$136.3K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
DECREASED
Shares205,288 from 205,672
Change-384 (0%)
Value$26.3M (-$47.1K)
Filed 2026-10-19
Torren Management, LLC
INCREASED
Shares199,125 from 197,155
Change+1,970 (+1%)
Value$25.5M (+$254.3K)
Filed 2026-10-29
LexAurum Advisors, LLC
DECREASED
Shares195,423 from 201,207
Change-5,784 (-3%)
Value$25.0M (-$738.9K)
Filed 2026-10-19
Anderson Hoagland & Co
INCREASED
Shares191,881 from 158,579
Change+33,302 (+21%)
Value$24.7M (+$4.4M)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares187,105 from 176,933
Change+10,172 (+6%)
Value$24.0M (+$1.3M)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares181,856 from 181,106
Change+750 (+0%)
Value$23.3M (+$97.9K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares176,975 from 162,216
Change+14,759 (+9%)
Value$23.0M (+$2.4M)
Filed 2026-10-08
Freedom Financial Partners LLC
INCREASED
Shares168,997 from 167,653
Change+1,344 (+1%)
Value$21.6M (+$173.9K)
Filed 2026-10-19
Tanager Wealth Management LLP
DECREASED
Shares168,636 from 175,042
Change-6,406 (-4%)
Value$21.6M (-$818.8K)
Filed 2026-10-19
Acropolis Investment Management, LLC
INCREASED
Shares168,218 from 167,951
Change+267 (+0%)
Value$21.5M (+$35.9K)
Filed 2026-10-08
Trace Wealth Advisors, LLC
DECREASED
Shares160,384 from 162,744
Change-2,360 (-1%)
Value$20.5M (-$300.7K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares152,858 from 130,733
Change+22,125 (+17%)
Value$19.6M (+$2.8M)
Filed 2026-10-16
Redw Wealth LLC
INCREASED
Shares152,301 from 145,795
Change+6,506 (+4%)
Value$19.5M (+$834.8K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares146,271 from 125,250
Change+21,021 (+17%)
Value$18.7M (+$2.7M)
Filed 2026-11-04
SJS Investment Consulting Inc.
DECREASED
Shares144,098 from 144,667
Change-569 (0%)
Value$18.5M (-$71.5K)
Filed 2026-10-26
Ehrlich Financial Group
INCREASED
Shares140,220 from 127,765
Change+12,455 (+10%)
Value$18.0M (+$1.6M)
Filed 2026-10-20
Holcombe Financial, Inc.
INCREASED
Shares139,290 from 48,551
Change+90,739 (+187%)
Value$17.8M (+$11.6M)
Filed 2026-10-16
Fonville Wealth Management LLC
INCREASED
Shares137,321 from 135,947
Change+1,374 (+1%)
Value$17.6M (+$177.5K)
Filed 2026-10-28
Madrid Wealth Management, LLC
INCREASED
Shares135,702 from 126,433
Change+9,269 (+7%)
Value$17.4M (+$1.2M)
Filed 2026-10-23
Kwmg, LLC
INCREASED
Shares135,427 from 130,072
Change+5,355 (+4%)
Value$17.3M (+$687.2K)
Filed 2026-10-07
Flagstone Financial Management
INCREASED
Shares133,452 from 132,214
Change+1,238 (+1%)
Value$17.1M (+$159.9K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares132,550
Change+132,550
Value$17.0M
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares132,523 from 138,935
Change-6,412 (-5%)
Value$17.0M (-$820.0K)
Filed 2026-10-21
Family Office Research LLC
INCREASED
Shares122,099 from 111,428
Change+10,671 (+10%)
Value$15.6M (+$1.4M)
Filed 2026-10-14
Heirloom Wealth Management
INCREASED
Shares121,396 from 115,721
Change+5,675 (+5%)
Value$15.5M (+$728.1K)
Filed 2026-10-14
Kestra Investment Management, LLC
INCREASED
Shares119,807 from 113,808
Change+5,999 (+5%)
Value$15.3M (+$769.6K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
INCREASED
Shares117,726 from 105,872
Change+11,854 (+11%)
Value$15.1M (+$1.5M)
Filed 2026-10-20
MCF Advisors LLC
DECREASED
Shares116,263 from 135,196
Change-18,933 (-14%)
Value$14.9M (-$2.4M)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares115,259 from 117,054
Change-1,795 (-2%)
Value$14.8M (+$1.7M)
Filed 2026-10-13
My Personal CFO, LLC
INCREASED
Shares112,812 from 110,443
Change+2,369 (+2%)
Value$14.5M (+$304.6K)
Filed 2026-10-14
marrick wealth, LLC
DECREASED
Shares112,601 from 117,661
Change-5,060 (-4%)
Value$14.4M (-$647.0K)
Filed 2026-10-20
Meredith Wealth Planning
DECREASED
Shares111,204 from 111,324
Change-120 (0%)
Value$14.2M (-$14.3K)
Filed 2026-10-14
Clarity Capital Advisors, LLC
INCREASED
Shares110,004 from 109,742
Change+262 (+0%)
Value$14.1M (+$34.7K)
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares108,215 from 106,360
Change+1,855 (+2%)
Value$13.9M (+$238.7K)
Filed 2026-10-20
Bull Oak Capital, LLC
DECREASED
Shares101,101 from 101,602
Change-501 (0%)
Value$12.9M (-$63.2K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares98,470 from 41,375
Change+57,095 (+138%)
Value$12.6M (+$7.3M)
Filed 2026-10-14
Wheels Up Wealth, Inc.
DECREASED
Shares97,788 from 98,356
Change-568 (-1%)
Value$12.5M (-$71.7K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares97,159 from 94,887
Change+2,272 (+2%)
Value$12.6M (+$442.6K)
Filed 2026-10-09
HUB Investment Partners, LLC
INCREASED
Shares95,425 from 94,889
Change+536 (+1%)
Value$12.2M (+$69.7K)
Filed 2026-11-03
ARK & TLK Investments, LLC
INCREASED
Shares92,078 from 82,928
Change+9,150 (+11%)
Value$11.8M (+$1.2M)
Filed 2026-10-20
Integrity Investment Advisors, LLC
INCREASED
Shares89,682 from 82,165
Change+7,517 (+9%)
Value$11.5M (+$963.7K)
Filed 2026-11-03
Bayshore Asset Management, LLC
INCREASED
Shares87,463 from 78,742
Change+8,721 (+11%)
Value$11.4M (+$1.3M)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares87,451 from 81,585
Change+5,866 (+7%)
Value$11.2M (+$752.2K)
Filed 2026-11-05
Outbound Financial Inc
DECREASED
Shares87,056 from 87,592
Change-536 (-1%)
Value$11.2M (-$67.8K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
DECREASED
Shares85,827 from 86,529
Change-702 (-1%)
Value$11.0M (-$89.0K)
Filed 2026-10-22
Herold Advisors, Inc.
INCREASED
Shares84,596 from 81,375
Change+3,221 (+4%)
Value$10.8M (+$420.9K)
Filed 2026-10-19
Parkshore Wealth Management, Inc.
DECREASED
Shares83,992 from 85,738
Change-1,746 (-2%)
Value$10.8M (-$222.8K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares82,436 from 77,549
Change+4,887 (+6%)
Value$10.6M (+$626.6K)
Filed 2026-10-27
Financial Symmetry Inc
DECREASED
Shares82,060 from 82,343
Change-283 (0%)
Value$10.5M (-$35.4K)
Filed 2026-10-06
Equity Wealth Partners, LLC
INCREASED
Shares81,895 from 68,769
Change+13,126 (+19%)
Value$10.5M (+$1.7M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares81,781 from 44,674
Change+37,107 (+83%)
Value$10.5M (+$4.8M)
Filed 2026-10-08
3 Factor Indexing, LLC
INCREASED
Shares76,456 from 74,457
Change+1,999 (+3%)
Value$9.8M (+$256.8K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares75,429 from 75,640
Change-211 (0%)
Value$9.7M (-$26.3K)
Filed 2026-10-30
Echo Wealth Management, LLC
INCREASED
Shares74,998 from 72,452
Change+2,546 (+4%)
Value$9.6M (+$326.8K)
Filed 2026-10-15
Schulz Wealth, Ltd.
INCREASED
Shares72,724 from 23,664
Change+49,060 (+207%)
Value$9.3M (+$6.3M)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares71,166 from 71,093
Change+73 (+0%)
Value$9.1M (+$10.0K)
Filed 2026-10-02
Vannoy Advisory Group, Inc.
UNCHANGED
Shares70,142 from 70,142
Change0 (0%)
Value$9.0M (+$702)
Filed 2026-10-13
MN Wealth Advisors, LLC
DECREASED
Shares69,652 from 69,840
Change-188 (0%)
Value$8.9M (-$23.4K)
Filed 2026-10-23
National Wealth Management Group, LLC
INCREASED
Shares67,559 from 2,405
Change+65,154 (+2709%)
Value$8.7M (+$8.3M)
Filed 2026-10-26
Sage Rhino Capital LLC
DECREASED
Shares66,165 from 66,304
Change-139 (0%)
Value$8.5M (-$17.2K)
Filed 2026-10-28
Buttonwood Financial Group, LLC
DECREASED
Shares64,643 from 67,340
Change-2,697 (-4%)
Value$8.5M (-$172.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares64,334 from 76,437
Change-12,103 (-16%)
Value$8.2M (-$1.5M)
Filed 2026-10-22
KFG LLC
NEW
Shares63,506
Change+63,506
Value$8.1M
Filed 2026-11-02
Approach Retirement Advisors, LLC
INCREASED
Shares62,321 from 59,933
Change+2,388 (+4%)
Value$8.0M (+$306.4K)
Filed 2026-10-22
Symmetry Partners, LLC
DECREASED
Shares59,685 from 60,603
Change-918 (-2%)
Value$7.6M (-$117.0K)
Filed 2026-10-27
Visionary Horizons, LLC
DECREASED
Shares59,346 from 62,166
Change-2,820 (-5%)
Value$7.6M (-$360.6K)
Filed 2026-10-22
Prosperity Planning, Inc.
INCREASED
Shares57,950 from 57,080
Change+870 (+2%)
Value$7.4M (+$111.9K)
Filed 2026-10-09
Quarry Hill Advisors, LLC
DECREASED
Shares57,326 from 65,844
Change-8,518 (-13%)
Value$7.3M (-$1.1M)
Filed 2026-11-04
Cypress Point Wealth Management, LLC
INCREASED
Shares55,902 from 48,096
Change+7,806 (+16%)
Value$7.2M (+$1.0M)
Filed 2026-11-03
Ridgeline Wealth, LLC
DECREASED
Shares54,647 from 55,692
Change-1,045 (-2%)
Value$7.1M (+$2.3K)
Filed 2026-10-14
Morling Financial Advisors, LLC
DECREASED
Shares54,339 from 54,499
Change-160 (0%)
Value$7.0M (-$19.9K)
Filed 2026-10-28
Lane Brothers & Co Inc
DECREASED
Shares52,889 from 75,752
Change-22,863 (-30%)
Value$6.8M (-$2.9M)
Filed 2026-11-02
SFG Wealth Management, Llc.
DECREASED
Shares50,896 from 51,363
Change-467 (-1%)
Value$6.5M (-$59.3K)
Filed 2026-10-23
Valued Wealth Advisors LLC
INCREASED
Shares50,563 from 50,270
Change+293 (+1%)
Value$6.5M (+$38.0K)
Filed 2026-11-05
Andrews, Lucia Wealth Management LLC
INCREASED
Shares50,045 from 41,887
Change+8,158 (+19%)
Value$6.4M (+$1.0M)
Filed 2026-11-02
S&A Financial Services, Inc.
DECREASED
Shares49,316 from 49,473
Change-157 (0%)
Value$6.3M (-$19.6K)
Filed 2026-11-03
Elevation Capital Advisory, LLC
DECREASED
Shares48,965 from 49,719
Change-754 (-2%)
Value$6.3M (-$96.1K)
Filed 2026-10-29
AlphaCore Capital LLC
DECREASED
Shares48,727 from 53,732
Change-5,005 (-9%)
Value$6.2M (-$640.5K)
Filed 2026-11-04
Blvd Private Wealth, LLC
INCREASED
Shares45,537 from 39,386
Change+6,151 (+16%)
Value$5.8M (+$788.3K)
Filed 2026-10-14
Vicus Capital
INCREASED
Shares45,447 from 43,403
Change+2,044 (+5%)
Value$5.8M (+$262.2K)
Filed 2026-11-05
Riverchase Wealth Management, LLC
INCREASED
Shares42,526 from 40,334
Change+2,192 (+5%)
Value$5.4M (+$281.2K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares41,479 from 35,834
Change+5,645 (+16%)
Value$5.3M (+$723.0K)
Filed 2026-11-02
Bannerman Wealth Management Group, LLC
DECREASED
Shares41,265 from 41,758
Change-493 (-1%)
Value$5.3M (-$62.7K)
Filed 2026-10-09
Physician Wealth Solutions Inc.
DECREASED
Shares39,114 from 42,521
Change-3,407 (-8%)
Value$5.0M (-$436.0K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares38,679 from 34,142
Change+4,537 (+13%)
Value$5.0M (+$581.4K)
Filed 2026-10-07
True Wealth Design, LLC
DECREASED
Shares38,394 from 40,691
Change-2,297 (-6%)
Value$4.9M (-$293.8K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares36,579 from 35,268
Change+1,311 (+4%)
Value$4.8M (+$245.5K)
Filed 2026-10-20
Revolve Wealth Partners, LLC
UNCHANGED
Shares34,245 from 34,245
Change0 (0%)
Value$4.4M (+$342)
Filed 2026-10-23
Triune Financial Partners, LLC
INCREASED
Shares32,044 from 31,971
Change+73 (+0%)
Value$4.1M (+$9.7K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares30,233 from 29,996
Change+237 (+1%)
Value$3.9M (+$30.6K)
Filed 2026-11-05
Western Reserve Capital Management, LLC
INCREASED
Shares29,786 from 21,722
Change+8,064 (+37%)
Value$3.8M (+$1.0M)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares29,081 from 28,966
Change+115 (+0%)
Value$3.7M (+$15.1K)
Filed 2026-11-05
Forum Financial Management, LP
DECREASED
Shares29,054 from 30,242
Change-1,188 (-4%)
Value$3.7M (-$151.9K)
Filed 2026-10-16
Ares Financial Consulting, LLC
DECREASED
Shares28,974 from 31,348
Change-2,374 (-8%)
Value$3.7M (-$303.7K)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
INCREASED
Shares28,540 from 23,403
Change+5,137 (+22%)
Value$3.7M (+$710.5K)
Filed 2026-11-02
Bison Wealth, LLC
DECREASED
Shares28,393 from 29,483
Change-1,090 (-4%)
Value$3.7M (-$65.4K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
DECREASED
Shares27,474 from 29,703
Change-2,229 (-7%)
Value$3.5M (-$285.3K)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares27,403 from 27,447
Change-44 (0%)
Value$3.5M (-$5.3K)
Filed 2026-10-21
J. Team Financial, Inc.
INCREASED
Shares26,871 from 25,218
Change+1,653 (+7%)
Value$3.4M (+$211.9K)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares26,066 from 15,262
Change+10,804 (+71%)
Value$3.3M (+$1.4M)
Filed 2026-10-15
Paladin Wealth, LLC
INCREASED
Shares25,409 from 19,234
Change+6,175 (+32%)
Value$3.3M (+$791.2K)
Filed 2026-10-23
RAM Investment Partners, LLC
DECREASED
Shares24,104 from 24,899
Change-795 (-3%)
Value$3.1M (-$101.6K)
Filed 2026-10-21
Invariant Investment Management
INCREASED
Shares24,062 from 23,562
Change+500 (+2%)
Value$3.1M (+$103.7K)
Filed 2026-10-08
Porter White Investment Advisors, Inc.
INCREASED
Shares23,776 from 11,888
Change+11,888 (+100%)
Value$3.0M (+$1.5M)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
INCREASED
Shares23,050 from 22,621
Change+429 (+2%)
Value$3.0M (+$55.2K)
Filed 2026-11-02
Kane Co Wealth Management, Inc.
DECREASED
Shares22,057 from 22,066
Change-9 (0%)
Value$2.8M (-$928)
Filed 2026-11-04
Facet Wealth, Inc.
DECREASED
Shares21,629 from 22,280
Change-651 (-3%)
Value$2.8M (-$83.2K)
Filed 2026-11-04
Sunpointe, LLC
UNCHANGED
Shares20,397 from 20,397
Change0 (0%)
Value$2.6M (+$204)
Filed 2026-10-22
Certified Advisory Corp
DECREASED
Shares20,044 from 21,067
Change-1,023 (-5%)
Value$2.6M (-$130.9K)
Filed 2026-10-29
Lauterbach Financial Advisors, LLC
INCREASED
Shares19,613 from 14,995
Change+4,618 (+31%)
Value$2.5M (+$591.6K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares19,192 from 5,083
Change+14,109 (+278%)
Value$2.5M (+$1.8M)
Filed 2026-10-15
SwitchPoint Financial Planning, LLC
INCREASED
Shares18,802 from 17,497
Change+1,305 (+7%)
Value$2.4M (+$167.3K)
Filed 2026-11-02
Frankly Finances, LLC
INCREASED
Shares18,629 from 16,964
Change+1,665 (+10%)
Value$2.4M (+$213.4K)
Filed 2026-10-28
Solidarity Wealth, LLC
INCREASED
Shares18,519 from 15,117
Change+3,402 (+23%)
Value$2.4M (+$435.9K)
Filed 2026-10-15
Life Planning Partners, Inc
DECREASED
Shares18,368 from 19,373
Change-1,005 (-5%)
Value$2.4M (-$128.6K)
Filed 2026-10-28
Seed Wealth Management, Inc.
INCREASED
Shares18,030 from 17,870
Change+160 (+1%)
Value$2.3M (+$20.7K)
Filed 2026-10-20
Fifth Third Securities, Inc.
INCREASED
Shares17,863 from 17,635
Change+228 (+1%)
Value$2.3M (+$29.4K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares17,402 from 17,212
Change+190 (+1%)
Value$2.2M (+$24.4K)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares17,352 from 17,338
Change+14 (+0%)
Value$2.2M (+$2.0K)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares17,316 from 16,665
Change+651 (+4%)
Value$2.2M (+$83.6K)
Filed 2026-10-21
Pacific Asset Management, LLC
DECREASED
Shares17,110 from 17,294
Change-184 (-1%)
Value$2.2M (-$23.4K)
Filed 2026-10-15
Abel Hall, LLC
DECREASED
Shares16,753 from 17,405
Change-652 (-4%)
Value$2.1M (-$83.3K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares16,442 from 16,251
Change+191 (+1%)
Value$2.1M (+$20.5K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares16,123 from 7,283
Change+8,840 (+121%)
Value$2.1M (+$1.1M)
Filed 2026-10-30
LAM Group, Inc.
UNCHANGED
Shares15,450 from 15,450
Change0 (0%)
Value$2.0M (+$155)
Filed 2026-10-26
Avant Financial Advisors LLC
INCREASED
Shares15,389 from 14,744
Change+645 (+4%)
Value$2.0M (+$82.8K)
Filed 2026-11-02
Pinnacle Financial Group, LLC / IL
INCREASED
Shares14,752 from 13,438
Change+1,314 (+10%)
Value$1.9M (+$168.4K)
Filed 2026-10-29
Private Wealth Management Group, LLC
DECREASED
Shares14,726 from 20,826
Change-6,100 (-29%)
Value$1.9M (-$781.1K)
Filed 2026-10-19
KWB Wealth
DECREASED
Shares14,580 from 35,602
Change-21,022 (-59%)
Value$1.9M (-$2.7M)
Filed 2026-10-16
Cooper S Advisors, LLC
INCREASED
Shares14,145 from 14,112
Change+33 (+0%)
Value$1.8M (+$4.3K)
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares13,972 from 14,463
Change-491 (-3%)
Value$1.8M (-$50.9K)
Filed 2026-11-03
Prospect Financial Group LLC
INCREASED
Shares13,812 from 13,234
Change+578 (+4%)
Value$1.8M (+$74.2K)
Filed 2026-11-05
Regatta Capital Group, LLC
DECREASED
Shares13,795 from 15,072
Change-1,277 (-8%)
Value$1.8M (-$163.4K)
Filed 2026-10-23
Wealth Management Partners, LLC
DECREASED
Shares13,663 from 14,068
Change-405 (-3%)
Value$1.8M (-$51.7K)
Filed 2026-10-21
Atala Financial Inc
UNCHANGED
Shares13,650 from 13,650
Change0 (0%)
Value$1.7M (+$137)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares13,328 from 13,883
Change-555 (-4%)
Value$1.7M (-$70.4K)
Filed 2026-10-30
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares13,216 from 13,511
Change-295 (-2%)
Value$1.7M (-$37.6K)
Filed 2026-11-03
M Wealth Management, LLC
UNCHANGED
Shares12,474 from 12,474
Change0 (0%)
Value$1.6M (+$125)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares12,099 from 8,752
Change+3,347 (+38%)
Value$1.6M (+$460.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,099 from 8,752
Change+3,347 (+38%)
Value$1.6M (+$460.6K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares11,988 from 11,619
Change+369 (+3%)
Value$1.5M (+$47.4K)
Filed 2026-10-13
Parcion Private Wealth LLC
UNCHANGED
Shares11,602 from 11,602
Change0 (0%)
Value$1.5M (+$116)
Filed 2026-10-28
AGH Wealth Advisors, LLC
DECREASED
Shares11,536 from 12,324
Change-788 (-6%)
Value$1.5M (-$100.7K)
Filed 2026-10-26
Collective Family Office LLC
INCREASED
Shares11,290 from 11,236
Change+54 (+0%)
Value$1.4M (+$7.0K)
Filed 2026-10-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares11,062 from 11,037
Change+25 (+0%)
Value$1.4M (+$3.3K)
Filed 2026-10-16
Keybank National Association
INCREASED
Shares11,023 from 8,279
Change+2,744 (+33%)
Value$1.4M (+$351.6K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares10,921 from 11,344
Change-423 (-4%)
Value$1.4M (-$54.1K)
Filed 2026-11-04
USAdvisors Wealth Management, LLC
DECREASED
Shares10,899 from 11,017
Change-118 (-1%)
Value$1.4M (-$15.0K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares10,759 from 10,576
Change+183 (+2%)
Value$1.4M (+$45.6K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares10,484 from 9,731
Change+753 (+8%)
Value$1.3M (+$96.6K)
Filed 2026-10-27
Entrewealth, LLC
INCREASED
Shares10,265 from 10,195
Change+70 (+1%)
Value$1.3M (-$16.8K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares9,823 from 8,998
Change+825 (+9%)
Value$1.3M (+$105.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares9,673 from 4,776
Change+4,897 (+103%)
Value$1.2M (+$627.3K)
Filed 2026-10-20
Aurelius Family Office LLC
DECREASED
Shares9,631 from 9,651
Change-20 (0%)
Value$1.2M (-$2.5K)
Filed 2026-10-23
Baker Boyer National Bank
UNCHANGED
Shares9,297 from 9,297
Change0 (0%)
Value$1.2M (+$93)
Filed 2026-11-05
Freedom Day Solutions, LLC
UNCHANGED
Shares8,637 from 8,637
Change0 (0%)
Value$1.1M (+$86)
Filed 2026-10-20
Trademark Financial Management, LLC
DECREASED
Shares8,488 from 8,736
Change-248 (-3%)
Value$1.1M (-$31.6K)
Filed 2026-10-23
North Capital, Inc.
DECREASED
Shares7,904 from 8,812
Change-908 (-10%)
Value$1.0M (-$96.6K)
Filed 2026-10-16
Diversified Portfolios, Inc.
DECREASED
Shares7,800 from 7,900
Change-100 (-1%)
Value$999.1K (-$12.7K)
Filed 2026-11-04
Factor Wealth Management LTD
INCREASED
Shares7,787 from 7,771
Change+16 (+0%)
Value$997.4K (+$2.1K)
Filed 2026-10-08
DBK Financial Counsel, LLC
UNCHANGED
Shares7,782 from 7,782
Change0 (0%)
Value$996.8K (+$97)
Filed 2026-10-13
Wealth Management Nebraska
DECREASED
Shares7,404 from 7,443
Change-39 (-1%)
Value$948.4K (-$4.9K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
UNCHANGED
Shares7,091 from 7,091
Change0 (0%)
Value$908.3K (+$71)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares7,001 from 7,617
Change-616 (-8%)
Value$896.8K (-$78.8K)
Filed 2026-10-22
Monument Group Wealth Advisors, LLC
DECREASED
Shares6,918 from 7,237
Change-319 (-4%)
Value$886.1K (-$40.8K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED
Shares6,893 from 4,993
Change+1,900 (+38%)
Value$882.9K (+$243.4K)
Filed 2026-10-21
Avestar Capital, LLC
INCREASED
Shares6,661 from 4,549
Change+2,112 (+46%)
Value$853.2K (+$270.6K)
Filed 2026-10-28
Arista Wealth Management, LLC
DECREASED
Shares6,632 from 6,708
Change-76 (-1%)
Value$849.5K (-$9.7K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares6,441 from 7,047
Change-606 (-9%)
Value$825.0K (-$77.5K)
Filed 2026-11-05
Tranquility Partners, LLC
INCREASED
Shares6,285 from 5,631
Change+654 (+12%)
Value$806.8K (+$85.5K)
Filed 2026-10-20
Brighton Jones LLC
UNCHANGED
Shares6,054 from 6,054
Change0 (0%)
Value$775.5K (+$61)
Filed 2026-11-03
L.K. Benson & Company, P.C.
DECREASED
Shares5,719 from 5,754
Change-35 (-1%)
Value$732.6K (-$4.4K)
Filed 2026-10-23
Angeles Wealth Management, LLC
UNCHANGED
Shares5,505 from 5,505
Change0 (0%)
Value$705.1K (+$55)
Filed 2026-10-26
CWA Asset Management Group, LLC
UNCHANGED
Shares5,458 from 5,458
Change0 (0%)
Value$699.1K (+$54)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares5,348 from 5,287
Change+61 (+1%)
Value$685.1K (+$7.9K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
NEW
Shares5,300
Change+5,300
Value$678.9K
Filed 2026-11-04
Vise Technologies, Inc.
NEW
Shares5,199
Change+5,199
Value$665.9K
Filed 2026-10-29
Allegheny Financial Group
NEW
Shares5,188
Change+5,188
Value$664.6K
Filed 2026-11-05
Yardley Wealth Management LLC
UNCHANGED
Shares5,123 from 5,123
Change0 (0%)
Value$656.2K (+$52)
Filed 2026-10-23
Accredited Investors Inc.
UNCHANGED
Shares5,110 from 5,110
Change0 (0%)
Value$654.5K (+$51)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares5,089 from 4,789
Change+300 (+6%)
Value$651.8K (+$38.5K)
Filed 2026-10-19
McMill Wealth Management
INCREASED
Shares5,031 from 4,890
Change+141 (+3%)
Value$644.4K (+$18.1K)
Filed 2026-11-05
Langley Wealth Management, LLC
INCREASED
Shares5,019 from 4,477
Change+542 (+12%)
Value$642.9K (+$69.5K)
Filed 2026-11-04
RCS Financial Planning, LLC
DECREASED
Shares5,019 from 5,021
Change-2 (0%)
Value$642.8K (-$206)
Filed 2026-10-14
Oceanside Advisors LLC
INCREASED
Shares5,001 from 4,908
Change+93 (+2%)
Value$640.5K (+$12.0K)
Filed 2026-11-03
Purus Wealth Management, LLC
INCREASED
Shares4,892 from 3,953
Change+939 (+24%)
Value$626.6K (+$120.3K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,826 from 4,329
Change+497 (+11%)
Value$627.6K (+$73.8K)
Filed 2026-10-13
Prosperity Advisers, LLC
NEW
Shares4,733
Change+4,733
Value$606.3K
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares4,706 from 3,663
Change+1,043 (+28%)
Value$602.8K (+$133.6K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares4,688 from 4,688
Change0 (0%)
Value$600.5K (+$47)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares4,650 from 2,679
Change+1,971 (+74%)
Value$595.6K (+$252.5K)
Filed 2026-10-21
Foundry Financial LLC
DECREASED
Shares4,623 from 4,770
Change-147 (-3%)
Value$592.2K (-$18.7K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares4,563 from 4,563
Change0 (0%)
Value$584.5K (+$46)
Filed 2026-10-07
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares4,539 from 4,539
Change0 (0%)
Value$581.4K (+$46)
Filed 2026-10-21
Saxony Capital Management, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$576.4K (+$45)
Filed 2026-10-15
Winebrenner Capital Management LLC
INCREASED
Shares4,487 from 4,133
Change+354 (+9%)
Value$574.8K (+$45.4K)
Filed 2026-10-07
Tortuga Wealth Management, Inc
INCREASED
Shares4,482 from 3,615
Change+867 (+24%)
Value$575.7K (+$113.1K)
Filed 2026-10-27
Aspiriant, LLC
DECREASED
Shares4,339 from 4,493
Change-154 (-3%)
Value$555.8K (-$19.7K)
Filed 2026-10-16
William Mack & Associates, Inc.
INCREASED
Shares4,176 from 4,175
Change+1 (+0%)
Value$535.0K (+$201)
Filed 2026-10-27
Pioneer Wealth Management Group
DECREASED
Shares4,146 from 4,377
Change-231 (-5%)
Value$531.1K (-$29.5K)
Filed 2026-10-09
Kooman & Associates
INCREASED
Shares4,085 from 4,049
Change+36 (+1%)
Value$523.2K (+$4.7K)
Filed 2026-10-21
Prudent Investor Advisors, LLC
NEW
Shares3,975
Change+3,975
Value$509.1K
Filed 2026-10-22
Intelligence Driven Advisers, LLC
INCREASED
Shares3,954 from 3,751
Change+203 (+5%)
Value$506.5K (+$26.1K)
Filed 2026-10-09
Rareview Capital LLC
NEW
Shares3,855
Change+3,855
Value$493.8K
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares3,705 from 6,966
Change-3,261 (-47%)
Value$474.6K (-$417.6K)
Filed 2026-10-30
Belleair Asset Management, LLC
UNCHANGED
Shares3,669 from 3,669
Change0 (0%)
Value$470.0K (+$36)
Filed 2026-11-03
Midwest Heritage Bank, FSB
INCREASED
Shares3,621 from 3,554
Change+67 (+2%)
Value$463.8K (+$8.6K)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$454.6K (+$2.5K)
Filed 2026-10-29
Belvedere Trading LLC
NEW
Shares3,528
Change+3,528
Value$451.9K
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares3,520 from 1,758
Change+1,762 (+100%)
Value$450.8K (+$225.6K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares3,403 from 1,998
Change+1,405 (+70%)
Value$435.9K (+$180.0K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares3,365 from 2,828
Change+537 (+19%)
Value$431.0K (+$68.7K)
Filed 2026-11-05
Austin Asset Management Co Inc
INCREASED
Shares3,304 from 3,299
Change+5 (+0%)
Value$423.2K (+$673)
Filed 2026-10-29
RHL Group, LLC
INCREASED
Shares3,196 from 3,014
Change+182 (+6%)
Value$409.4K (+$23.6K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$402.6K (+$32)
Filed 2026-10-14
Apollon Wealth Management, LLC
NEW
Shares3,129
Change+3,129
Value$400.8K
Filed 2026-10-23
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$392.7K (+$31)
Filed 2026-10-27
International Assets Investment Management, LLC
DECREASED
Shares3,020 from 3,435
Change-415 (-12%)
Value$388.7K (-$49.3K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
NEW
Shares3,010
Change+3,010
Value$385.5K
Filed 2026-10-22
Wespac Advisors SoCal, LLC
DECREASED
Shares2,992 from 3,222
Change-230 (-7%)
Value$383.3K (-$29.4K)
Filed 2026-10-13
Sylvest Advisors, LLC
INCREASED
Shares2,979 from 2,824
Change+155 (+5%)
Value$381.6K (+$19.9K)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares2,945 from 2,942
Change+3 (+0%)
Value$377.2K (+$365)
Filed 2026-10-21
Cypress Wealth Services, LLC
UNCHANGED
Shares2,944 from 2,944
Change0 (0%)
Value$384.9K (+$7.9K)
Filed 2026-10-21
Chapman Financial Group, LLC
INCREASED
Shares2,880 from 2,735
Change+145 (+5%)
Value$368.9K (+$18.6K)
Filed 2026-10-26
Haven Private, LLC
INCREASED
Shares2,854 from 2,756
Change+98 (+4%)
Value$365.6K (+$12.6K)
Filed 2026-10-27
Linscomb Wealth, Inc.
INCREASED
Shares2,812 from 2,708
Change+104 (+4%)
Value$360.2K (+$13.3K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares2,762 from 2,756
Change+6 (+0%)
Value$353.8K (+$829)
Filed 2026-10-26
Prosperitas Financial LLC
INCREASED
Shares2,760 from 2,722
Change+38 (+1%)
Value$353.5K (+$4.9K)
Filed 2026-10-28
Avior Wealth Management, LLC
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$348.1K (+$28)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares2,710 from 2,689
Change+21 (+1%)
Value$347.1K (+$2.7K)
Filed 2026-10-23
Calamos Wealth Management LLC
UNCHANGED
Shares2,673 from 2,673
Change0 (0%)
Value$342.4K (+$27)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,666 from 2,665
Change+1 (+0%)
Value$341.5K (+$218)
Filed 2026-11-05
Atlas Private Wealth Advisors
INCREASED
Shares2,652 from 1,826
Change+826 (+45%)
Value$339.7K (+$105.8K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares2,622 from 2,631
Change-9 (0%)
Value$335.9K (-$1.1K)
Filed 2026-10-15
Choreo, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$333.0K (+$26)
Filed 2026-10-28
Well Done, LLC
DECREASED
Shares2,588 from 2,809
Change-221 (-8%)
Value$331.5K (-$28.3K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares2,552 from 2,546
Change+6 (+0%)
Value$326.9K (+$772)
Filed 2026-10-22
Financial Partners Group, Inc
DECREASED
Shares2,508 from 2,565
Change-57 (-2%)
Value$321.3K (-$7.2K)
Filed 2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$315.9K (+$25)
Filed 2026-10-19
Prosperity Financial Group, Inc.
INCREASED
Shares2,446 from 2,266
Change+180 (+8%)
Value$313.3K (+$23.1K)
Filed 2026-10-29
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$309.8K (+$24)
Filed 2026-10-29
Sprinkle Financial Consultants LLC
NEW
Shares2,362
Change+2,362
Value$302.7K
Filed 2026-10-09
Independent Wealth Network Inc.
DECREASED
Shares2,319 from 2,331
Change-12 (-1%)
Value$297.1K (-$1.6K)
Filed 2026-10-19
CRA Financial Services, LLC
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$283.1K (+$22)
Filed 2026-10-16
Brookstone Capital Management
NEW
Shares2,188
Change+2,188
Value$280.3K
Filed 2026-10-22
Clark Asset Management, LLC
DECREASED
Shares2,186 from 2,389
Change-203 (-8%)
Value$280.0K (-$26.0K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
INCREASED
Shares2,174 from 2,173
Change+1 (+0%)
Value$278.5K (+$150)
Filed 2026-10-29
Landaas & Co
UNCHANGED
Shares2,142 from 2,142
Change0 (0%)
Value$274.4K (+$22)
Filed 2026-10-29
GC Wealth Management RIA, LLC
INCREASED
Shares2,138 from 1,967
Change+171 (+9%)
Value$273.9K (+$21.9K)
Filed 2026-11-02
Abacus Wealth Partners, LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$273.3K (+$21)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$272.6K (+$22)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares1,997 from 2,907
Change-910 (-31%)
Value$255.8K (-$116.5K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$254.0K (+$19)
Filed 2026-10-21
GEM Asset Management, LLC
INCREASED
Shares1,971 from 1,970
Change+1 (+0%)
Value$252.5K (+$242)
Filed 2026-10-13
Creative Capital Management Investments LLC
DECREASED
Shares1,955 from 2,128
Change-173 (-8%)
Value$250.4K (-$22.1K)
Filed 2026-10-28
LongView Wealth Management
NEW
Shares1,921
Change+1,921
Value$246.0K
Filed 2026-10-19
Legacy Financial Strategies, LLC
NEW
Shares1,911
Change+1,911
Value$244.8K
Filed 2026-10-15
Ballast Financial Advisors LLC
INCREASED
Shares1,829 from 1,794
Change+35 (+2%)
Value$234.3K (+$4.5K)
Filed 2026-10-26
SP Asset Management LLC
INCREASED
Shares1,815 from 1,811
Change+4 (+0%)
Value$232.4K (+$429)
Filed 2026-11-05
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$232.2K (+$18)
Filed 2026-10-27
Fiduciary Financial Group, LLC
NEW
Shares1,768
Change+1,768
Value$226.5K
Filed 2026-10-13
Granite Islands Private Wealth, LLC
NEW
Shares1,748
Change+1,748
Value$223.9K
Filed 2026-10-16
Salem Investment Counselors Inc
INCREASED
Shares1,736 from 1,686
Change+50 (+3%)
Value$222.4K (+$6.4K)
Filed 2026-10-13
Team Financial Group, LLC
NEW
Shares1,718
Change+1,718
Value$220.1K
Filed 2026-10-30
Allodium Investment Consultants, LLC
INCREASED
Shares1,650 from 1,570
Change+80 (+5%)
Value$211.3K (+$10.2K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,649 from 2,635
Change-986 (-37%)
Value$211.2K (-$126.3K)
Filed 2026-10-05
TrustWell Financial Advisors, LLC
NEW
Shares1,638
Change+1,638
Value$209.8K
Filed 2026-10-15
Greenleaf Trust
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$207.3K (+$17)
Filed 2026-10-29
TFC Financial Management, Inc.
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$149.4K (+$11)
Filed 2026-10-26
Reap Financial Group, LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$144.7K (+$12)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$141.3K (+$11)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares1,068 from 1,067
Change+1 (+0%)
Value$136.8K (+$139)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$128.1K (+$10)
Filed 2026-10-14
Cullen T Bankers, Inc.
NEW
Shares929
Change+929
Value$119.0K
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares883 from 880
Change+3 (+0%)
Value$113.0K (+$264)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares859 from 886
Change-27 (-3%)
Value$110.0K (-$3.4K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares829 from 881
Change-52 (-6%)
Value$106.2K (-$6.1K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
NEW
Shares662
Change+662
Value$84.8K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares591 from 579
Change+12 (+2%)
Value$75.7K (+$1.5K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares450
Change+450
Value$57.7K
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$53.8K (+$4)
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$50.6K (+$4)
Filed 2026-10-08
Monetary Solutions, Ltd
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$44.2K (+$3)
Filed 2026-10-22
Kings Path Partners LLC
INCREASED
Shares304 from 271
Change+33 (+12%)
Value$38.9K (+$4.2K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$37.1K (+$3)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$35.4K (+$25)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$34.5K (+$2)
Filed 2026-10-30
Triumph Capital Management
NEW
Shares210
Change+210
Value$26.9K
Filed 2026-10-14
Atwood & Palmer Inc
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$23.4K (+$2)
Filed 2026-10-08
DeDora Capital, Inc.
NEW
Shares180
Change+180
Value$23.1K
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$19.6K (+$2)
Filed 2026-11-05
GoalVest Advisory LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$19.0K (+$1)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
NEW
Shares136
Change+136
Value$17.4K
Filed 2026-10-28
Central Trust Co
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$16.8K (+$1)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$15.8K (+$38)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares105 from 92
Change+13 (+14%)
Value$13.4K (+$1.6K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares76 from 2
Change+74 (+3700%)
Value$9.7K (+$9.5K)
Filed 2026-10-22
Centerpoint Advisors, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$10 ($0)
Filed 2026-11-05
Evermay Wealth Management LLC
NEW
Shares67
Change+67
Value$8.6K
Filed 2026-11-05
Nova Financial LLC
NEW
Shares46
Change+46
Value$5.9K
Filed 2026-11-04
Key FInancial Inc
INCREASED
Shares33 from 26
Change+7 (+27%)
Value$4.2K (+$897)
Filed 2026-11-02
Gleason Group, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.9K (+$9)
Filed 2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.9K ($0)
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$640 (+$512)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
NEW
Shares1
Change+1
Value$128
Filed 2026-11-03
Vista Investment Partners LLC
CLOSED
Shares0 from 24,640
Change-24,640 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-08
StoneX Group Inc.
CLOSED
Shares0 from 2,827
Change-2,827 (-100%)
Value$0 (-$362.1K)
Filed 2026-11-03
Synergy Asset Management, LLC
CLOSED
Shares0 from 2,763
Change-2,763 (-100%)
Value$0 (-$353.9K)
Filed 2026-11-05
Mission Wealth Management, LP
CLOSED
Shares0 from 2,746
Change-2,746 (-100%)
Value$0 (-$351.7K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 2,040
Change-2,040 (-100%)
Value$0 (-$261.3K)
Filed 2026-11-03
Yankcom Partnership
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$64.0K)
Filed 2026-10-15
Intelligent Financial Strategies
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-16
Trust Co
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-09
Kingdom Financial Group Llc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares0 from 0
Change0
Value$12 ($0)
Filed 2026-11-05
American Century Companies Inc
N/A
Shares— from 4,549,423
Change-4,549,423 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,541,722
Change-2,541,722 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,009,207
Change-2,009,207 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,954,513
Change-1,954,513 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,572,782
Change-1,572,782 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,428,195
Change-1,428,195 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,125,582
Change-1,125,582 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 999,429
Change-999,429 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 982,092
Change-982,092 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 971,486
Change-971,486 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 967,372
Change-967,372 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 816,548
Change-816,548 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 810,647
Change-810,647 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 767,323
Change-767,323 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 760,242
Change-760,242 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 751,137
Change-751,137 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 731,664
Change-731,664 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 689,260
Change-689,260 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 666,468
Change-666,468 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 655,079
Change-655,079 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 496,521
Change-496,521 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 450,553
Change-450,553 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 445,778
Change-445,778 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 442,411
Change-442,411 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 441,517
Change-441,517 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 434,777
Change-434,777 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 433,975
Change-433,975 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 415,640
Change-415,640 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 407,458
Change-407,458 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 396,786
Change-396,786 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 384,167
Change-384,167 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 381,500
Change-381,500 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 377,700
Change-377,700 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 368,667
Change-368,667 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 357,436
Change-357,436 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 334,161
Change-334,161 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 324,622
Change-324,622 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 308,426
Change-308,426 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 301,331
Change-301,331 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 296,736
Change-296,736 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 276,485
Change-276,485 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 259,250
Change-259,250 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 248,728
Change-248,728 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 230,810
Change-230,810 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 225,124
Change-225,124 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 196,498
Change-196,498 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 192,534
Change-192,534 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 189,195
Change-189,195 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 188,161
Change-188,161 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 174,692
Change-174,692 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 169,588
Change-169,588 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 154,752
Change-154,752 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 152,226
Change-152,226 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 145,032
Change-145,032 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 144,854
Change-144,854 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 138,104
Change-138,104 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 135,414
Change-135,414 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 129,801
Change-129,801 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 126,080
Change-126,080 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 123,261
Change-123,261 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 120,031
Change-120,031 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 114,661
Change-114,661 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 112,828
Change-112,828 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 110,978
Change-110,978 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 98,584
Change-98,584 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 98,142
Change-98,142 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 97,578
Change-97,578 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 94,819
Change-94,819 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 86,195
Change-86,195 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 80,757
Change-80,757 (-100%)
Value—
UBS Group AG
N/A
Shares— from 80,537
Change-80,537 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 79,583
Change-79,583 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 78,431
Change-78,431 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 77,984
Change-77,984 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 76,979
Change-76,979 (-100%)
Value—
Betterment LLC
N/A
Shares— from 70,983
Change-70,983 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 67,669
Change-67,669 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 65,907
Change-65,907 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 65,426
Change-65,426 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 62,396
Change-62,396 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 61,993
Change-61,993 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 61,479
Change-61,479 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 60,066
Change-60,066 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 57,494
Change-57,494 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 57,292
Change-57,292 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 55,809
Change-55,809 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 54,927
Change-54,927 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 53,211
Change-53,211 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 52,878
Change-52,878 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 52,876
Change-52,876 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 51,624
Change-51,624 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 48,083
Change-48,083 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 47,918
Change-47,918 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 46,155
Change-46,155 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 45,677
Change-45,677 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 45,196
Change-45,196 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 43,337
Change-43,337 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 37,075
Change-37,075 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 36,925
Change-36,925 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 36,169
Change-36,169 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 35,389
Change-35,389 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 33,675
Change-33,675 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 33,361
Change-33,361 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 31,456
Change-31,456 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 30,702
Change-30,702 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 30,681
Change-30,681 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,006
Change-30,006 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 29,758
Change-29,758 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,102
Change-28,102 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 27,748
Change-27,748 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 27,614
Change-27,614 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 26,765
Change-26,765 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 26,502
Change-26,502 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 26,320
Change-26,320 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 25,909
Change-25,909 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,333
Change-25,333 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 24,762
Change-24,762 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24,284
Change-24,284 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 23,542
Change-23,542 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 21,651
Change-21,651 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 21,477
Change-21,477 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,303
Change-21,303 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 21,223
Change-21,223 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 16,609
Change-16,609 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 16,348
Change-16,348 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,034
Change-16,034 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,426
Change-15,426 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,159
Change-15,159 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 14,662
Change-14,662 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,584
Change-14,584 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,312
Change-14,312 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 13,829
Change-13,829 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 13,421
Change-13,421 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,075
Change-13,075 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,734
Change-10,734 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,932
Change-6,932 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,694
Change-5,694 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
American Trust
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 820
Change-820 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 549
Change-549 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 434
Change-434 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 377
Change-377 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 288
Change-288 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 262
Change-262 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 188
Change-188 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 0
Change0
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
HB Wealth Management, LLC
INCREASED6,449,0456,026,439+422,606+7%$771.9M$826.1M+$54.2M2026-10-23
Oak Root LLC
UNCHANGED2,905,9492,905,94900%$372.2M$372.2M+$29.1K2026-10-09
Maseco LLP
INCREASED2,405,7612,377,661+28,100+1%$304.6M$308.1M+$3.5M2026-10-27
Annex Advisory Services, LLC
INCREASED2,166,2272,025,359+140,868+7%$259.4M$277.5M+$18.1M2026-10-16
Fifth Third Bancorp
DECREASED1,735,4401,764,029-28,589-2%$225.9M$222.3M-$3.6M2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED1,731,6051,763,123-31,518-2%$225.8M$221.8M-$4.0M2026-10-20
Commonwealth Equity Services, LLC
INCREASED1,452,4651,412,717+39,748+3%$180.9M$186.0M+$5.1M2026-11-02
Great Point Wealth Advisors, LLC
INCREASED1,224,6661,182,649+42,017+4%$151.5M$156.9M+$5.4M2026-10-15
Modera Wealth Management, LLC
INCREASED1,103,0611,076,358+26,703+2%$137.9M$141.3M+$3.4M2026-10-28
Park Avenue Securities LLC
INCREASED1,003,702914,760+88,942+10%$117.2M$128.6M+$11.4M2026-10-26
Bank of New York Mellon Corp
INCREASED963,357879,326+84,031+10%$112.6M$123.4M+$10.8M2026-11-05
Quantum Financial Advisors, LLC
INCREASED961,454907,573+53,881+6%$116.2M$123.2M+$6.9M2026-11-03
Traphagen Investment Advisors LLC
DECREASED936,8211,015,751-78,930-8%$130.1M$120.0M-$10.1M2026-10-14
Creative Planning
DECREASED933,319938,149-4,830-1%$120.2M$119.5M-$609.4K2026-11-02
RVW Wealth, LLC
INCREASED910,991826,494+84,497+10%$105.9M$116.7M+$10.8M2026-10-06
B&D White Capital Company, LLC
INCREASED760,638737,291+23,347+3%$94.4M$97.4M+$3.0M2026-11-02
Simplicity Wealth,LLC
INCREASED727,970702,241+25,729+4%$89.9M$93.2M+$3.3M2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED663,556628,777+34,779+6%$80.5M$85.0M+$4.5M2026-11-04
SC&H Financial Advisors, Inc.
INCREASED652,755643,544+9,211+1%$82.4M$83.6M+$1.2M2026-10-14
Indivisible Partners
INCREASED638,660430,377+208,283+48%$55.1M$81.8M+$26.7M2026-10-26
Rockwood Wealth Management, LLC
DECREASED593,289605,983-12,694-2%$77.6M$76.0M-$1.6M2026-10-27
Gradient Investments LLC
INCREASED547,307483,502+63,805+13%$61.9M$70.1M+$8.2M2026-10-08
McGlone Suttner Wealth Management, Inc.
INCREASED532,568528,975+3,593+1%$67.8M$68.2M+$465.6K2026-10-13
Accredited Investor Services, LLC
INCREASED531,680517,498+14,182+3%$66.3M$68.1M+$1.8M2026-10-22
Plancorp, LLC
DECREASED527,351527,558-2070%$67.4M$67.6M+$152.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED523,461471,368+52,093+11%$60.0M$67.5M+$7.4M2026-10-13
WMG Financial Advisors, LLC
UNCHANGED506,461506,46100%$64.9M$64.9M$02026-10-28
CPC Advisors, LLC
INCREASED500,646492,914+7,732+2%$63.1M$64.1M+$995.3K2026-10-21
Correct Capital Wealth Management
INCREASED485,775436,566+49,209+11%$55.9M$62.2M+$6.3M2026-11-02
Strategic Blueprint, LLC
INCREASED444,602440,816+3,786+1%$56.5M$56.9M+$489.3K2026-10-22
RED Lighthouse Investment Management, LLC
INCREASED436,326435,464+862+0%$55.8M$55.9M+$114.8K2026-11-02
Legacy Financial Group, Inc.
INCREASED427,847390,059+37,788+10%$50.0M$54.8M+$4.8M2026-10-21
AWM Capital, LLC
DECREASED413,589421,140-7,551-2%$53.9M$53.0M-$963.0K2026-10-16
Mattern Wealth Management LLC
DECREASED379,057379,466-4090%$48.6M$48.6M-$48.6K2026-11-04
Hutchens & Kramer Investment Management Group, LLC
INCREASED373,217348,287+24,930+7%$44.6M$47.8M+$3.2M2026-10-16
Glenview Trust Co
INCREASED366,351361,185+5,166+1%$46.3M$46.9M+$665.3K2026-10-28
Retirement Financial Solutions, LLC
INCREASED362,974353,155+9,819+3%$45.2M$46.5M+$1.3M2026-10-20
Align Financial, LLC
INCREASED344,215344,040+175+0%$44.1M$44.1M+$25.9K2026-10-16
Continuum Wealth Advisors, LLC
INCREASED343,312339,935+3,377+1%$43.5M$44.0M+$436.0K2026-10-20
Signature Resources Capital Management, LLC
INCREASED340,817337,465+3,352+1%$43.2M$43.7M+$432.7K2026-10-16
Highland Financial Advisors, LLC
DECREASED327,000331,484-4,484-1%$42.5M$41.9M-$571.0K2026-10-19
Kestra Advisory Services, LLC
INCREASED309,595271,743+37,852+14%$34.8M$39.7M+$4.9M2026-11-02
Aspen Private Advisors, LLC
DECREASED269,281276,168-6,887-2%$35.4M$34.5M-$879.4K2026-10-27
Copper Harbor Investment Advisors, LLC
INCREASED267,443261,754+5,689+2%$33.5M$34.3M+$731.4K2026-10-16
Sensenig Capital Advisors, Inc
INCREASED266,361243,335+23,026+9%$31.2M$34.1M+$3.0M2026-10-23
Burton Enright Welch
DECREASED265,175265,570-3950%$34.0M$34.0M-$47.9K2026-11-04
Tandemgrowth Financial Advisors LLC
DECREASED243,295246,572-3,277-1%$31.6M$31.2M-$417.3K2026-11-05
Chicago Partners Investment Group LLC
INCREASED242,320229,401+12,919+6%$29.1M$31.0M+$1.9M2026-10-27
Websterrogers Financial Advisors, LLC
DECREASED227,257230,978-3,721-2%$29.6M$29.1M-$474.4K2026-11-02
Arlington Financial Advisors, LLC
NEW222,150—+222,150——$28.5M—2026-10-19
Creative Financial Designs Inc
INCREASED218,268217,490+778+0%$27.9M$28.0M+$101.8K2026-11-04
ARQ Wealth Advisors, LLC
INCREASED210,302209,287+1,015+0%$26.8M$26.9M+$136.3K2026-10-29
Trellis Wealth Advisors LLC
DECREASED205,288205,672-3840%$26.3M$26.3M-$47.1K2026-10-19
Torren Management, LLC
INCREASED199,125197,155+1,970+1%$25.3M$25.5M+$254.3K2026-10-29
LexAurum Advisors, LLC
DECREASED195,423201,207-5,784-3%$25.8M$25.0M-$738.9K2026-10-19
Anderson Hoagland & Co
INCREASED191,881158,579+33,302+21%$20.3M$24.7M+$4.4M2026-10-23
CoreCap Advisors, LLC
INCREASED187,105176,933+10,172+6%$22.7M$24.0M+$1.3M2026-10-08
Greenspring Advisors, LLC
INCREASED181,856181,106+750+0%$23.2M$23.3M+$97.9K2026-11-05
Apella Capital, LLC
INCREASED176,975162,216+14,759+9%$20.6M$23.0M+$2.4M2026-10-08
Freedom Financial Partners LLC
INCREASED168,997167,653+1,344+1%$21.5M$21.6M+$173.9K2026-10-19
Tanager Wealth Management LLP
DECREASED168,636175,042-6,406-4%$22.4M$21.6M-$818.8K2026-10-19
Acropolis Investment Management, LLC
INCREASED168,218167,951+267+0%$21.5M$21.5M+$35.9K2026-10-08
Trace Wealth Advisors, LLC
DECREASED160,384162,744-2,360-1%$20.8M$20.5M-$300.7K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED152,858130,733+22,125+17%$16.7M$19.6M+$2.8M2026-10-16
Redw Wealth LLC
INCREASED152,301145,795+6,506+4%$18.7M$19.5M+$834.8K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED146,271125,250+21,021+17%$16.0M$18.7M+$2.7M2026-11-04
SJS Investment Consulting Inc.
DECREASED144,098144,667-5690%$18.5M$18.5M-$71.5K2026-10-26
Ehrlich Financial Group
INCREASED140,220127,765+12,455+10%$16.4M$18.0M+$1.6M2026-10-20
Holcombe Financial, Inc.
INCREASED139,29048,551+90,739+187%$6.2M$17.8M+$11.6M2026-10-16
Fonville Wealth Management LLC
INCREASED137,321135,947+1,374+1%$17.4M$17.6M+$177.5K2026-10-28
Madrid Wealth Management, LLC
INCREASED135,702126,433+9,269+7%$16.2M$17.4M+$1.2M2026-10-23
Kwmg, LLC
INCREASED135,427130,072+5,355+4%$16.7M$17.3M+$687.2K2026-10-07
Flagstone Financial Management
INCREASED133,452132,214+1,238+1%$16.9M$17.1M+$159.9K2026-11-05
Leo Wealth, LLC
NEW132,550—+132,550——$17.0M—2026-10-26
Axxcess Wealth Management, LLC
DECREASED132,523138,935-6,412-5%$17.8M$17.0M-$820.0K2026-10-21
Family Office Research LLC
INCREASED122,099111,428+10,671+10%$14.3M$15.6M+$1.4M2026-10-14
Heirloom Wealth Management
INCREASED121,396115,721+5,675+5%$14.8M$15.5M+$728.1K2026-10-14
Kestra Investment Management, LLC
INCREASED119,807113,808+5,999+5%$14.6M$15.3M+$769.6K2026-11-04
Owl Creek Wealth Partners LLC
INCREASED117,726105,872+11,854+11%$13.6M$15.1M+$1.5M2026-10-20
MCF Advisors LLC
DECREASED116,263135,196-18,933-14%$17.3M$14.9M-$2.4M2026-10-28
SAX Wealth Advisors, LLC
DECREASED115,259117,054-1,795-2%$13.0M$14.8M+$1.7M2026-10-13
My Personal CFO, LLC
INCREASED112,812110,443+2,369+2%$14.1M$14.5M+$304.6K2026-10-14
marrick wealth, LLC
DECREASED112,601117,661-5,060-4%$15.1M$14.4M-$647.0K2026-10-20
Meredith Wealth Planning
DECREASED111,204111,324-1200%$14.3M$14.2M-$14.3K2026-10-14
Clarity Capital Advisors, LLC
INCREASED110,004109,742+262+0%$14.1M$14.1M+$34.7K2026-10-27
Wilkerson Advisory Group LLC
INCREASED108,215106,360+1,855+2%$13.6M$13.9M+$238.7K2026-10-20
Bull Oak Capital, LLC
DECREASED101,101101,602-5010%$13.0M$12.9M-$63.2K2026-10-23
XY Planning Network, Inc.
INCREASED98,47041,375+57,095+138%$5.3M$12.6M+$7.3M2026-10-14
Wheels Up Wealth, Inc.
DECREASED97,78898,356-568-1%$12.6M$12.5M-$71.7K2026-10-27
Wedmont Private Capital
INCREASED97,15994,887+2,272+2%$12.2M$12.6M+$442.6K2026-10-09
HUB Investment Partners, LLC
INCREASED95,42594,889+536+1%$12.2M$12.2M+$69.7K2026-11-03
ARK & TLK Investments, LLC
INCREASED92,07882,928+9,150+11%$10.6M$11.8M+$1.2M2026-10-20
Integrity Investment Advisors, LLC
INCREASED89,68282,165+7,517+9%$10.5M$11.5M+$963.7K2026-11-03
Bayshore Asset Management, LLC
INCREASED87,46378,742+8,721+11%$10.1M$11.4M+$1.3M2026-11-03
Endeavor Private Wealth, Inc.
INCREASED87,45181,585+5,866+7%$10.4M$11.2M+$752.2K2026-11-05
Outbound Financial Inc
DECREASED87,05687,592-536-1%$11.2M$11.2M-$67.8K2026-10-13
Lantern Wealth Advisors, LLC
DECREASED85,82786,529-702-1%$11.1M$11.0M-$89.0K2026-10-22
Herold Advisors, Inc.
INCREASED84,59681,375+3,221+4%$10.4M$10.8M+$420.9K2026-10-19
Parkshore Wealth Management, Inc.
DECREASED83,99285,738-1,746-2%$11.0M$10.8M-$222.8K2026-10-13
VestGen Advisors, LLC
INCREASED82,43677,549+4,887+6%$9.9M$10.6M+$626.6K2026-10-27
Financial Symmetry Inc
DECREASED82,06082,343-2830%$10.5M$10.5M-$35.4K2026-10-06
Equity Wealth Partners, LLC
INCREASED81,89568,769+13,126+19%$8.8M$10.5M+$1.7M2026-10-26
Farther Finance Advisors, LLC
INCREASED81,78144,674+37,107+83%$5.7M$10.5M+$4.8M2026-10-08
3 Factor Indexing, LLC
INCREASED76,45674,457+1,999+3%$9.5M$9.8M+$256.8K2026-10-15
Northwest Wealth Management, LLC
DECREASED75,42975,640-2110%$9.7M$9.7M-$26.3K2026-10-30
Echo Wealth Management, LLC
INCREASED74,99872,452+2,546+4%$9.3M$9.6M+$326.8K2026-10-15
Schulz Wealth, Ltd.
INCREASED72,72423,664+49,060+207%$3.0M$9.3M+$6.3M2026-11-03
Versant Capital Management, Inc
INCREASED71,16671,093+73+0%$9.1M$9.1M+$10.0K2026-10-02
Vannoy Advisory Group, Inc.
UNCHANGED70,14270,14200%$9.0M$9.0M+$7022026-10-13
MN Wealth Advisors, LLC
DECREASED69,65269,840-1880%$8.9M$8.9M-$23.4K2026-10-23
National Wealth Management Group, LLC
INCREASED67,5592,405+65,154+2709%$308.0K$8.7M+$8.3M2026-10-26
Sage Rhino Capital LLC
DECREASED66,16566,304-1390%$8.5M$8.5M-$17.2K2026-10-28
Buttonwood Financial Group, LLC
DECREASED64,64367,340-2,697-4%$8.6M$8.5M-$172.4K2026-10-16
Perigon Wealth Management, LLC
DECREASED64,33476,437-12,103-16%$9.8M$8.2M-$1.5M2026-10-22
KFG LLC
NEW63,506—+63,506——$8.1M—2026-11-02
Approach Retirement Advisors, LLC
INCREASED62,32159,933+2,388+4%$7.7M$8.0M+$306.4K2026-10-22
Symmetry Partners, LLC
DECREASED59,68560,603-918-2%$7.8M$7.6M-$117.0K2026-10-27
Visionary Horizons, LLC
DECREASED59,34662,166-2,820-5%$8.0M$7.6M-$360.6K2026-10-22
Prosperity Planning, Inc.
INCREASED57,95057,080+870+2%$7.3M$7.4M+$111.9K2026-10-09
Quarry Hill Advisors, LLC
DECREASED57,32665,844-8,518-13%$8.4M$7.3M-$1.1M2026-11-04
Cypress Point Wealth Management, LLC
INCREASED55,90248,096+7,806+16%$6.2M$7.2M+$1.0M2026-11-03
Ridgeline Wealth, LLC
DECREASED54,64755,692-1,045-2%$7.1M$7.1M+$2.3K2026-10-14
Morling Financial Advisors, LLC
DECREASED54,33954,499-1600%$7.0M$7.0M-$19.9K2026-10-28
Lane Brothers & Co Inc
DECREASED52,88975,752-22,863-30%$9.7M$6.8M-$2.9M2026-11-02
SFG Wealth Management, Llc.
DECREASED50,89651,363-467-1%$6.6M$6.5M-$59.3K2026-10-23
Valued Wealth Advisors LLC
INCREASED50,56350,270+293+1%$6.4M$6.5M+$38.0K2026-11-05
Andrews, Lucia Wealth Management LLC
INCREASED50,04541,887+8,158+19%$5.4M$6.4M+$1.0M2026-11-02
S&A Financial Services, Inc.
DECREASED49,31649,473-1570%$6.3M$6.3M-$19.6K2026-11-03
Elevation Capital Advisory, LLC
DECREASED48,96549,719-754-2%$6.4M$6.3M-$96.1K2026-10-29
AlphaCore Capital LLC
DECREASED48,72753,732-5,005-9%$6.9M$6.2M-$640.5K2026-11-04
Blvd Private Wealth, LLC
INCREASED45,53739,386+6,151+16%$5.0M$5.8M+$788.3K2026-10-14
Vicus Capital
INCREASED45,44743,403+2,044+5%$5.6M$5.8M+$262.2K2026-11-05
Riverchase Wealth Management, LLC
INCREASED42,52640,334+2,192+5%$5.2M$5.4M+$281.2K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED41,47935,834+5,645+16%$4.6M$5.3M+$723.0K2026-11-02
Bannerman Wealth Management Group, LLC
DECREASED41,26541,758-493-1%$5.3M$5.3M-$62.7K2026-10-09
Physician Wealth Solutions Inc.
DECREASED39,11442,521-3,407-8%$5.4M$5.0M-$436.0K2026-10-14
Elevation Wealth Partners, LLC
INCREASED38,67934,142+4,537+13%$4.4M$5.0M+$581.4K2026-10-07
True Wealth Design, LLC
DECREASED38,39440,691-2,297-6%$5.2M$4.9M-$293.8K2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED36,57935,268+1,311+4%$4.5M$4.8M+$245.5K2026-10-20
Revolve Wealth Partners, LLC
UNCHANGED34,24534,24500%$4.4M$4.4M+$3422026-10-23
Triune Financial Partners, LLC
INCREASED32,04431,971+73+0%$4.1M$4.1M+$9.7K2026-11-03
Clear Harbor Asset Management, LLC
INCREASED30,23329,996+237+1%$3.8M$3.9M+$30.6K2026-11-05
Western Reserve Capital Management, LLC
INCREASED29,78621,722+8,064+37%$2.8M$3.8M+$1.0M2026-10-14
Burk Holdings LLC
INCREASED29,08128,966+115+0%$3.7M$3.7M+$15.1K2026-11-05
Forum Financial Management, LP
DECREASED29,05430,242-1,188-4%$3.9M$3.7M-$151.9K2026-10-16
Ares Financial Consulting, LLC
DECREASED28,97431,348-2,374-8%$4.0M$3.7M-$303.7K2026-10-19
Canvas Wealth Advisors, LLC
INCREASED28,54023,403+5,137+22%$3.0M$3.7M+$710.5K2026-11-02
Bison Wealth, LLC
DECREASED28,39329,483-1,090-4%$3.8M$3.7M-$65.4K2026-10-13
Voisard Asset Management Group, Inc.
DECREASED27,47429,703-2,229-7%$3.8M$3.5M-$285.3K2026-10-13
Silverlake Wealth Management LLC
DECREASED27,40327,447-440%$3.5M$3.5M-$5.3K2026-10-21
J. Team Financial, Inc.
INCREASED26,87125,218+1,653+7%$3.2M$3.4M+$211.9K2026-11-03
R2 Capital Strategies, LLC
INCREASED26,06615,262+10,804+71%$2.0M$3.3M+$1.4M2026-10-15
Paladin Wealth, LLC
INCREASED25,40919,234+6,175+32%$2.5M$3.3M+$791.2K2026-10-23
RAM Investment Partners, LLC
DECREASED24,10424,899-795-3%$3.2M$3.1M-$101.6K2026-10-21
Invariant Investment Management
INCREASED24,06223,562+500+2%$3.0M$3.1M+$103.7K2026-10-08
Porter White Investment Advisors, Inc.
INCREASED23,77611,888+11,888+100%$1.5M$3.0M+$1.5M2026-10-14
Acorn Financial Advisory Services Inc
INCREASED23,05022,621+429+2%$2.9M$3.0M+$55.2K2026-11-02
Kane Co Wealth Management, Inc.
DECREASED22,05722,066-90%$2.8M$2.8M-$9282026-11-04
Facet Wealth, Inc.
DECREASED21,62922,280-651-3%$2.9M$2.8M-$83.2K2026-11-04
Sunpointe, LLC
UNCHANGED20,39720,39700%$2.6M$2.6M+$2042026-10-22
Certified Advisory Corp
DECREASED20,04421,067-1,023-5%$2.7M$2.6M-$130.9K2026-10-29
Lauterbach Financial Advisors, LLC
INCREASED19,61314,995+4,618+31%$1.9M$2.5M+$591.6K2026-10-21
HBW Advisory Services LLC
INCREASED19,1925,083+14,109+278%$651.0K$2.5M+$1.8M2026-10-15
SwitchPoint Financial Planning, LLC
INCREASED18,80217,497+1,305+7%$2.2M$2.4M+$167.3K2026-11-02
Frankly Finances, LLC
INCREASED18,62916,964+1,665+10%$2.2M$2.4M+$213.4K2026-10-28
Solidarity Wealth, LLC
INCREASED18,51915,117+3,402+23%$1.9M$2.4M+$435.9K2026-10-15
Life Planning Partners, Inc
DECREASED18,36819,373-1,005-5%$2.5M$2.4M-$128.6K2026-10-28
Seed Wealth Management, Inc.
INCREASED18,03017,870+160+1%$2.3M$2.3M+$20.7K2026-10-20
Fifth Third Securities, Inc.
INCREASED17,86317,635+228+1%$2.3M$2.3M+$29.4K2026-10-21
Evanson Financial, LLC
INCREASED17,40217,212+190+1%$2.2M$2.2M+$24.4K2026-10-23
Beacon Financial Group
INCREASED17,35217,338+14+0%$2.2M$2.2M+$2.0K2026-10-19
CGN Advisors LLC
INCREASED17,31616,665+651+4%$2.1M$2.2M+$83.6K2026-10-21
Pacific Asset Management, LLC
DECREASED17,11017,294-184-1%$2.2M$2.2M-$23.4K2026-10-15
Abel Hall, LLC
DECREASED16,75317,405-652-4%$2.2M$2.1M-$83.3K2026-10-19
Hardin Capital Partners, LLC
INCREASED16,44216,251+191+1%$2.1M$2.1M+$20.5K2026-10-09
Truist Financial Corp
INCREASED16,1237,283+8,840+121%$932.8K$2.1M+$1.1M2026-10-30
LAM Group, Inc.
UNCHANGED15,45015,45000%$2.0M$2.0M+$1552026-10-26
Avant Financial Advisors LLC
INCREASED15,38914,744+645+4%$1.9M$2.0M+$82.8K2026-11-02
Pinnacle Financial Group, LLC / IL
INCREASED14,75213,438+1,314+10%$1.7M$1.9M+$168.4K2026-10-29
Private Wealth Management Group, LLC
DECREASED14,72620,826-6,100-29%$2.7M$1.9M-$781.1K2026-10-19
KWB Wealth
DECREASED14,58035,602-21,022-59%$4.6M$1.9M-$2.7M2026-10-16
Cooper S Advisors, LLC
INCREASED14,14514,112+33+0%$1.8M$1.8M+$4.3K2026-11-03
Waterfront Wealth Inc.
DECREASED13,97214,463-491-3%$1.9M$1.8M-$50.9K2026-11-03
Prospect Financial Group LLC
INCREASED13,81213,234+578+4%$1.7M$1.8M+$74.2K2026-11-05
Regatta Capital Group, LLC
DECREASED13,79515,072-1,277-8%$1.9M$1.8M-$163.4K2026-10-23
Wealth Management Partners, LLC
DECREASED13,66314,068-405-3%$1.8M$1.8M-$51.7K2026-10-21
Atala Financial Inc
UNCHANGED13,65013,65000%$1.7M$1.7M+$1372026-10-22
Capital Investment Advisory Services, LLC
DECREASED13,32813,883-555-4%$1.8M$1.7M-$70.4K2026-10-30
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED13,21613,511-295-2%$1.7M$1.7M-$37.6K2026-11-03
M Wealth Management, LLC
UNCHANGED12,47412,47400%$1.6M$1.6M+$1252026-10-14
Diversify Wealth Management, LLC
INCREASED12,0998,752+3,347+38%$1.1M$1.6M+$460.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED12,0998,752+3,347+38%$1.1M$1.6M+$460.6K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED11,98811,619+369+3%$1.5M$1.5M+$47.4K2026-10-13
Parcion Private Wealth LLC
UNCHANGED11,60211,60200%$1.5M$1.5M+$1162026-10-28
AGH Wealth Advisors, LLC
DECREASED11,53612,324-788-6%$1.6M$1.5M-$100.7K2026-10-26
Collective Family Office LLC
INCREASED11,29011,236+54+0%$1.4M$1.4M+$7.0K2026-10-05
Robertson Stephens Wealth Management, LLC
INCREASED11,06211,037+25+0%$1.4M$1.4M+$3.3K2026-10-16
Keybank National Association
INCREASED11,0238,279+2,744+33%$1.1M$1.4M+$351.6K2026-11-04
Uptick Partners, LLC
DECREASED10,92111,344-423-4%$1.5M$1.4M-$54.1K2026-11-04
USAdvisors Wealth Management, LLC
DECREASED10,89911,017-118-1%$1.4M$1.4M-$15.0K2026-10-21
Accurate Wealth Management, LLC
INCREASED10,75910,576+183+2%$1.4M$1.4M+$45.6K2026-10-20
Heritage Wealth Management, Inc.
INCREASED10,4849,731+753+8%$1.2M$1.3M+$96.6K2026-10-27
Entrewealth, LLC
INCREASED10,26510,195+70+1%$1.3M$1.3M-$16.8K2026-10-14
Aprio Wealth Management, LLC
INCREASED9,8238,998+825+9%$1.2M$1.3M+$105.8K2026-10-28
Private Trust Co NA
INCREASED9,6734,776+4,897+103%$611.7K$1.2M+$627.3K2026-10-20
Aurelius Family Office LLC
DECREASED9,6319,651-200%$1.2M$1.2M-$2.5K2026-10-23
Baker Boyer National Bank
UNCHANGED9,2979,29700%$1.2M$1.2M+$932026-11-05
Freedom Day Solutions, LLC
UNCHANGED8,6378,63700%$1.1M$1.1M+$862026-10-20
Trademark Financial Management, LLC
DECREASED8,4888,736-248-3%$1.1M$1.1M-$31.6K2026-10-23
North Capital, Inc.
DECREASED7,9048,812-908-10%$1.1M$1.0M-$96.6K2026-10-16
Diversified Portfolios, Inc.
DECREASED7,8007,900-100-1%$1.0M$999.1K-$12.7K2026-11-04
Factor Wealth Management LTD
INCREASED7,7877,771+16+0%$995.3K$997.4K+$2.1K2026-10-08
DBK Financial Counsel, LLC
UNCHANGED7,7827,78200%$996.7K$996.8K+$972026-10-13
Wealth Management Nebraska
DECREASED7,4047,443-39-1%$953.3K$948.4K-$4.9K2026-10-26
Willow Creek Wealth Management Inc.
UNCHANGED7,0917,09100%$908.2K$908.3K+$712026-10-26
BIP Wealth, LLC
DECREASED7,0017,617-616-8%$975.6K$896.8K-$78.8K2026-10-22
Monument Group Wealth Advisors, LLC
DECREASED6,9187,237-319-4%$926.9K$886.1K-$40.8K2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED6,8934,993+1,900+38%$639.5K$882.9K+$243.4K2026-10-21
Avestar Capital, LLC
INCREASED6,6614,549+2,112+46%$582.6K$853.2K+$270.6K2026-10-28
Arista Wealth Management, LLC
DECREASED6,6326,708-76-1%$859.2K$849.5K-$9.7K2026-10-29
Compound Planning, Inc.
DECREASED6,4417,047-606-9%$902.5K$825.0K-$77.5K2026-11-05
Tranquility Partners, LLC
INCREASED6,2855,631+654+12%$721.3K$806.8K+$85.5K2026-10-20
Brighton Jones LLC
UNCHANGED6,0546,05400%$775.4K$775.5K+$612026-11-03
L.K. Benson & Company, P.C.
DECREASED5,7195,754-35-1%$737.0K$732.6K-$4.4K2026-10-23
Angeles Wealth Management, LLC
UNCHANGED5,5055,50500%$705.1K$705.1K+$552026-10-26
CWA Asset Management Group, LLC
UNCHANGED5,4585,45800%$699.1K$699.1K+$542026-10-19
Wealthcare Advisory Partners LLC
INCREASED5,3485,287+61+1%$677.2K$685.1K+$7.9K2026-10-21
Daymark Wealth Partners, LLC
NEW5,300—+5,300——$678.9K—2026-11-04
Vise Technologies, Inc.
NEW5,199—+5,199——$665.9K—2026-10-29
Allegheny Financial Group
NEW5,188—+5,188——$664.6K—2026-11-05
Yardley Wealth Management LLC
UNCHANGED5,1235,12300%$656.2K$656.2K+$522026-10-23
Accredited Investors Inc.
UNCHANGED5,1105,11000%$654.5K$654.5K+$512026-11-03
Acorn Wealth Advisors, LLC
INCREASED5,0894,789+300+6%$613.3K$651.8K+$38.5K2026-10-19
McMill Wealth Management
INCREASED5,0314,890+141+3%$626.3K$644.4K+$18.1K2026-11-05
Langley Wealth Management, LLC
INCREASED5,0194,477+542+12%$573.4K$642.9K+$69.5K2026-11-04
RCS Financial Planning, LLC
DECREASED5,0195,021-20%$643.0K$642.8K-$2062026-10-14
Oceanside Advisors LLC
INCREASED5,0014,908+93+2%$628.6K$640.5K+$12.0K2026-11-03
Purus Wealth Management, LLC
INCREASED4,8923,953+939+24%$506.3K$626.6K+$120.3K2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED4,8264,329+497+11%$553.9K$627.6K+$73.8K2026-10-13
Prosperity Advisers, LLC
NEW4,733—+4,733——$606.3K—2026-10-28
55 North Private Wealth, LLC
INCREASED4,7063,663+1,043+28%$469.2K$602.8K+$133.6K2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED4,6884,68800%$600.4K$600.5K+$472026-10-08
Root Financial Partners, LLC
INCREASED4,6502,679+1,971+74%$343.1K$595.6K+$252.5K2026-10-21
Foundry Financial LLC
DECREASED4,6234,770-147-3%$610.9K$592.2K-$18.7K2026-10-16
Wealth Enhancement Trust Services, Inc.
UNCHANGED4,5634,56300%$584.4K$584.5K+$462026-10-07
OpenArc Corporate Advisory, LLC
UNCHANGED4,5394,53900%$581.4K$581.4K+$462026-10-21
Saxony Capital Management, LLC
UNCHANGED4,5004,50000%$576.4K$576.4K+$452026-10-15
Winebrenner Capital Management LLC
INCREASED4,4874,133+354+9%$529.4K$574.8K+$45.4K2026-10-07
Tortuga Wealth Management, Inc
INCREASED4,4823,615+867+24%$462.6K$575.7K+$113.1K2026-10-27
Aspiriant, LLC
DECREASED4,3394,493-154-3%$575.5K$555.8K-$19.7K2026-10-16
William Mack & Associates, Inc.
INCREASED4,1764,175+1+0%$534.8K$535.0K+$2012026-10-27
Pioneer Wealth Management Group
DECREASED4,1464,377-231-5%$560.6K$531.1K-$29.5K2026-10-09
Kooman & Associates
INCREASED4,0854,049+36+1%$518.6K$523.2K+$4.7K2026-10-21
Prudent Investor Advisors, LLC
NEW3,975—+3,975——$509.1K—2026-10-22
Intelligence Driven Advisers, LLC
INCREASED3,9543,751+203+5%$480.4K$506.5K+$26.1K2026-10-09
Rareview Capital LLC
NEW3,855—+3,855——$493.8K—2026-11-05
Kestra Private Wealth Services, LLC
DECREASED3,7056,966-3,261-47%$892.2K$474.6K-$417.6K2026-10-30
Belleair Asset Management, LLC
UNCHANGED3,6693,66900%$469.9K$470.0K+$362026-11-03
Midwest Heritage Bank, FSB
INCREASED3,6213,554+67+2%$455.2K$463.8K+$8.6K2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED3,5303,53000%$452.1K$454.6K+$2.5K2026-10-29
Belvedere Trading LLC
NEW3,528—+3,528——$451.9K—2026-11-05
Prairie Advisory, LLC
INCREASED3,5201,758+1,762+100%$225.2K$450.8K+$225.6K2026-10-19
IFP Advisors, Inc
INCREASED3,4031,998+1,405+70%$255.9K$435.9K+$180.0K2026-10-16
Moneco Advisors, LLC
INCREASED3,3652,828+537+19%$362.3K$431.0K+$68.7K2026-11-05
Austin Asset Management Co Inc
INCREASED3,3043,299+5+0%$422.5K$423.2K+$6732026-10-29
RHL Group, LLC
INCREASED3,1963,014+182+6%$385.8K$409.4K+$23.6K2026-11-04
Mather Group, Llc.
UNCHANGED3,1433,14300%$402.6K$402.6K+$322026-10-14
Apollon Wealth Management, LLC
NEW3,129—+3,129——$400.8K—2026-10-23
Smith & Howard Wealth Management, LLC
UNCHANGED3,0663,06600%$392.7K$392.7K+$312026-10-27
International Assets Investment Management, LLC
DECREASED3,0203,435-415-12%$438.0K$388.7K-$49.3K2026-11-02
Insight Advisors, LLC/ PA
NEW3,010—+3,010——$385.5K—2026-10-22
Wespac Advisors SoCal, LLC
DECREASED2,9923,222-230-7%$412.7K$383.3K-$29.4K2026-10-13
Sylvest Advisors, LLC
INCREASED2,9792,824+155+5%$361.7K$381.6K+$19.9K2026-10-26
Magnus Financial Group LLC
INCREASED2,9452,942+3+0%$376.9K$377.2K+$3652026-10-21
Cypress Wealth Services, LLC
UNCHANGED2,9442,94400%$377.0K$384.9K+$7.9K2026-10-21
Chapman Financial Group, LLC
INCREASED2,8802,735+145+5%$350.3K$368.9K+$18.6K2026-10-26
Haven Private, LLC
INCREASED2,8542,756+98+4%$353.0K$365.6K+$12.6K2026-10-27
Linscomb Wealth, Inc.
INCREASED2,8122,708+104+4%$346.8K$360.2K+$13.3K2026-11-05
Verdence Capital Advisors LLC
INCREASED2,7622,756+6+0%$353.0K$353.8K+$8292026-10-26
Prosperitas Financial LLC
INCREASED2,7602,722+38+1%$348.6K$353.5K+$4.9K2026-10-28
Avior Wealth Management, LLC
UNCHANGED2,7182,71800%$348.1K$348.1K+$282026-10-13
Sowell Financial Services LLC
INCREASED2,7102,689+21+1%$344.4K$347.1K+$2.7K2026-10-23
Calamos Wealth Management LLC
UNCHANGED2,6732,67300%$342.4K$342.4K+$272026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED2,6662,665+1+0%$341.3K$341.5K+$2182026-11-05
Atlas Private Wealth Advisors
INCREASED2,6521,826+826+45%$233.8K$339.7K+$105.8K2026-10-23
Moisand Fitzgerald Tamayo, LLC
DECREASED2,6222,631-90%$337.0K$335.9K-$1.1K2026-10-15
Choreo, LLC
UNCHANGED2,6002,60000%$333.0K$333.0K+$262026-10-28
Well Done, LLC
DECREASED2,5882,809-221-8%$359.8K$331.5K-$28.3K2026-10-20
Capital Investment Advisors, LLC
INCREASED2,5522,546+6+0%$326.1K$326.9K+$7722026-10-22
Financial Partners Group, Inc
DECREASED2,5082,565-57-2%$328.5K$321.3K-$7.2K2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED2,4662,46600%$315.8K$315.9K+$252026-10-19
Prosperity Financial Group, Inc.
INCREASED2,4462,266+180+8%$290.2K$313.3K+$23.1K2026-10-29
Gerber Kawasaki Wealth & Investment Management
UNCHANGED2,4192,41900%$309.8K$309.8K+$242026-10-29
Sprinkle Financial Consultants LLC
NEW2,362—+2,362——$302.7K—2026-10-09
Independent Wealth Network Inc.
DECREASED2,3192,331-12-1%$298.6K$297.1K-$1.6K2026-10-19
CRA Financial Services, LLC
UNCHANGED2,2102,21000%$283.1K$283.1K+$222026-10-16
Brookstone Capital Management
NEW2,188—+2,188——$280.3K—2026-10-22
Clark Asset Management, LLC
DECREASED2,1862,389-203-8%$306.0K$280.0K-$26.0K2026-10-19
Elevate Wealth Advisory, Inc
INCREASED2,1742,173+1+0%$278.3K$278.5K+$1502026-10-29
Landaas & Co
UNCHANGED2,1422,14200%$274.3K$274.4K+$222026-10-29
GC Wealth Management RIA, LLC
INCREASED2,1381,967+171+9%$251.9K$273.9K+$21.9K2026-11-02
Abacus Wealth Partners, LLC
UNCHANGED2,1342,13400%$273.3K$273.3K+$212026-11-03
Sunrise Financial Services, LLC
UNCHANGED2,1282,12800%$272.6K$272.6K+$222026-10-21
Evolution Wealth Management Inc.
DECREASED1,9972,907-910-31%$372.3K$255.8K-$116.5K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED1,9831,98300%$254.0K$254.0K+$192026-10-21
GEM Asset Management, LLC
INCREASED1,9711,970+1+0%$252.3K$252.5K+$2422026-10-13
Creative Capital Management Investments LLC
DECREASED1,9552,128-173-8%$272.6K$250.4K-$22.1K2026-10-28
LongView Wealth Management
NEW1,921—+1,921——$246.0K—2026-10-19
Legacy Financial Strategies, LLC
NEW1,911—+1,911——$244.8K—2026-10-15
Ballast Financial Advisors LLC
INCREASED1,8291,794+35+2%$229.8K$234.3K+$4.5K2026-10-26
SP Asset Management LLC
INCREASED1,8151,811+4+0%$232.0K$232.4K+$4292026-11-05
Petersen Hastings Wealth Advisors Inc.
UNCHANGED1,8131,81300%$232.2K$232.2K+$182026-10-27
Fiduciary Financial Group, LLC
NEW1,768—+1,768——$226.5K—2026-10-13
Granite Islands Private Wealth, LLC
NEW1,748—+1,748——$223.9K—2026-10-16
Salem Investment Counselors Inc
INCREASED1,7361,686+50+3%$215.9K$222.4K+$6.4K2026-10-13
Team Financial Group, LLC
NEW1,718—+1,718——$220.1K—2026-10-30
Allodium Investment Consultants, LLC
INCREASED1,6501,570+80+5%$201.1K$211.3K+$10.2K2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED1,6492,635-986-37%$337.5K$211.2K-$126.3K2026-10-05
TrustWell Financial Advisors, LLC
NEW1,638—+1,638——$209.8K—2026-10-15
Greenleaf Trust
UNCHANGED1,6181,61800%$207.2K$207.3K+$172026-10-29
TFC Financial Management, Inc.
UNCHANGED1,1661,16600%$149.3K$149.4K+$112026-10-26
Reap Financial Group, LLC
UNCHANGED1,1301,13000%$144.7K$144.7K+$122026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED1,1031,10300%$141.3K$141.3K+$112026-10-15
Parkside Financial Bank & Trust
INCREASED1,0681,067+1+0%$136.6K$136.8K+$1392026-10-27
Fortitude Family Office, LLC
UNCHANGED1,0001,00000%$128.1K$128.1K+$102026-10-14
Cullen T Bankers, Inc.
NEW929—+929——$119.0K—2026-10-28
Harbor Asset Planning, Inc.
INCREASED883880+3+0%$112.8K$113.0K+$2642026-10-23
Asset Dedication, LLC
DECREASED859886-27-3%$113.5K$110.0K-$3.4K2026-11-03
Salomon & Ludwin, LLC
DECREASED829881-52-6%$112.3K$106.2K-$6.1K2026-10-29
Harbor Investment Advisory, LLC
NEW662—+662——$84.8K—2026-10-13
Assetmark, Inc
INCREASED591579+12+2%$74.2K$75.7K+$1.5K2026-10-21
Balance Wealth Partners LLC
NEW450—+450——$57.7K—2026-10-27
McCarley & Cook Financial Planners
UNCHANGED42042000%$53.8K$53.8K+$42026-10-21
Gamma Investing LLC
UNCHANGED39539500%$50.6K$50.6K+$42026-10-08
Monetary Solutions, Ltd
UNCHANGED34534500%$44.2K$44.2K+$32026-10-22
Kings Path Partners LLC
INCREASED304271+33+12%$34.7K$38.9K+$4.2K2026-10-21
US Bancorp \de\
UNCHANGED29029000%$37.1K$37.1K+$32026-11-05
Nemes Rush Group LLC
UNCHANGED27627600%$35.3K$35.4K+$252026-11-04
Spire Wealth Management
UNCHANGED26926900%$34.5K$34.5K+$22026-10-30
Triumph Capital Management
NEW210—+210——$26.9K—2026-10-14
Atwood & Palmer Inc
UNCHANGED18318300%$23.4K$23.4K+$22026-10-08
DeDora Capital, Inc.
NEW180—+180——$23.1K—2026-10-26
Hurley Capital, LLC
UNCHANGED15315300%$19.6K$19.6K+$22026-11-05
GoalVest Advisory LLC
UNCHANGED14814800%$19.0K$19.0K+$12026-10-02
Financial Network Wealth Advisors LLC
NEW136—+136——$17.4K—2026-10-28
Central Trust Co
UNCHANGED13113100%$16.8K$16.8K+$12026-11-05
Buck Wealth Strategies, LLC
INCREASED124123+1+1%$15.8K$15.8K+$382026-10-28
Lodestone Wealth Management LLC
INCREASED10592+13+14%$11.8K$13.4K+$1.6K2026-10-14
SBI Securities Co., Ltd.
INCREASED762+74+3700%$256$9.7K+$9.5K2026-10-22
Centerpoint Advisors, LLC
UNCHANGED757500%$10$10$02026-11-05
Evermay Wealth Management LLC
NEW67—+67——$8.6K—2026-11-05
Nova Financial LLC
NEW46—+46——$5.9K—2026-11-04
Key FInancial Inc
INCREASED3326+7+27%$3.3K$4.2K+$8972026-11-02
Gleason Group, Inc.
UNCHANGED303000%$3.9K$3.9K+$92026-10-15
Central Pacific Bank - Trust Division
UNCHANGED232300%$2.9K$2.9K$02026-10-06
Hazlett, Burt & Watson, Inc.
UNCHANGED8800%$1$1$02026-11-04
Citigroup Inc
INCREASED51+4+400%$128$640+$5122026-11-04
Ashton Thomas Private Wealth, LLC
NEW1—+1——$128—2026-11-03
Vista Investment Partners LLC
CLOSED024,640-24,640-100%$3.2M$0-$3.2M2026-10-08
StoneX Group Inc.
CLOSED02,827-2,827-100%$362.1K$0-$362.1K2026-11-03
Synergy Asset Management, LLC
CLOSED02,763-2,763-100%$353.9K$0-$353.9K2026-11-05
Mission Wealth Management, LP
CLOSED02,746-2,746-100%$351.7K$0-$351.7K2026-10-15
Almanack Investment Partners, Llc.
CLOSED02,040-2,040-100%$261.3K$0-$261.3K2026-11-03
Yankcom Partnership
CLOSED0500-500-100%$64.0K$0-$64.0K2026-10-15
Intelligent Financial Strategies
CLOSED0246-246-100%$31.5K$0-$31.5K2026-10-16
Trust Co
CLOSED060-60-100%$7.7K$0-$7.7K2026-10-09
Kingdom Financial Group Llc.
CLOSED022-22-100%$2.8K$0-$2.8K2026-11-04
Larson Financial Group LLC
UNCHANGED000—$12$12$02026-11-05
American Century Companies Inc
N/A—4,549,423-4,549,423-100%$582.7M———
LPL Financial LLC
N/A—2,541,722-2,541,722-100%$325.5M———
Envestnet Asset Management Inc
N/A—2,009,207-2,009,207-100%$257.3M———
Focus Partners Wealth
N/A—1,954,513-1,954,513-100%$250.3M———
HighTower Advisors, LLC
N/A—1,572,782-1,572,782-100%$201.4M———
Financial Plan, Inc.
N/A—1,428,195-1,428,195-100%$182.9M———
Beacon Pointe Advisors, LLC
N/A—1,125,582-1,125,582-100%$144.2M———
Morgan Stanley
N/A—999,429-999,429-100%$128.0M———
Mercer Global Advisors Inc
N/A—982,092-982,092-100%$125.8M———
Raymond James Financial Inc
N/A—971,486-971,486-100%$124.4M———
Bank of America Corp
N/A—967,372-967,372-100%$123.9M———
Cetera Investment Advisers
N/A—816,548-816,548-100%$104.6M———
Bridgewater Advisors Inc.
N/A—810,647-810,647-100%$104.8M———
Werba Rubin Papier Wealth Management
N/A—767,323-767,323-100%$98.3M———
Magnolia Private Wealth, LLC
N/A—760,242-760,242-100%$13.3M———
McLean Asset Management Corp
N/A—751,137-751,137-100%$95.8M———
Northwestern Mutual Wealth Management Co
N/A—731,664-731,664-100%$93.7M———
BCR Wealth Strategies, LLC
N/A—689,260-689,260-100%$88.3M———
Cresset Asset Management, LLC
N/A—666,468-666,468-100%$85.4M———
Savant Capital, LLC
N/A—655,079-655,079-100%$83.9M———
OneDigital Investment Advisors LLC
N/A—496,521-496,521-100%$63.6M———
Raffa Wealth Management, LLC
N/A—450,553-450,553-100%$57.7M———
Geometric Wealth Advisors
N/A—445,778-445,778-100%$57.1M———
Focus Partners Advisor Solutions, LLC
N/A—442,411-442,411-100%$56.7M———
World Investment Advisors
N/A—441,517-441,517-100%$49.1M———
Rockefeller Capital Management L.P.
N/A—434,777-434,777-100%$55.7M———
WCG Wealth Advisors LLC
N/A—433,975-433,975-100%$55.6M———
Tortoise Investment Management, LLC
N/A—415,640-415,640-100%$53.2M———
Waverly Advisors, LLC
N/A—407,458-407,458-100%$52.2M———
MML Investors Services, LLC
N/A—396,786-396,786-100%$50.8M———
Vestmark Advisory Solutions, Inc.
N/A—384,167-384,167-100%$49.2M———
Two Sigma Investments, LP
N/A—381,500-381,500-100%$48.9M———
Disciplina Capital Management LLC
N/A—377,700-377,700-100%$48.4M———
Arcadia Wealth Management, Inc.
N/A—368,667-368,667-100%$47.2M———
BSW Wealth Partners
N/A—357,436-357,436-100%$45.8M———
Osaic Holdings, Inc.
N/A—334,161-334,161-100%$42.8M———
CVA Family Office, LLC
N/A—324,622-324,622-100%$41.6M———
JPMorgan Chase & Co
N/A—308,426-308,426-100%$39.3M———
JRM Investment Counsel, LLC
N/A—301,331-301,331-100%$38.6M———
HTG Investment Advisors, Inc.
N/A—296,736-296,736-100%$38.0M———
Ameriprise Financial Inc
N/A—276,485-276,485-100%$35.4M———
Zhang Financial LLC
N/A—259,250-259,250-100%$33.2M———
EP Wealth Advisors, LLC
N/A—248,728-248,728-100%$31.9M———
WorthPointe, LLC
N/A—230,810-230,810-100%$29.6M———
Oak Wealth Advisors LLC
N/A—225,124-225,124-100%$28.8M———
Cardiff Park Advisors, LLC
N/A—196,498-196,498-100%$25.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—192,534-192,534-100%$24.7M———
Royal Bank of Canada
N/A—189,195-189,195-100%$24.2M———
Passive Capital Management, Llc.
N/A—188,161-188,161-100%$21.0M———
Wells Fargo & Company
N/A—174,692-174,692-100%$22.4M———
FMB Wealth Management
N/A—169,588-169,588-100%$21.7M———
Allworth Financial LP
N/A—154,752-154,752-100%$19.8M———
Trajan Wealth LLC
N/A—152,226-152,226-100%$19.5M———
Gateway Wealth Partners, LLC
N/A—145,032-145,032-100%$18.6M———
Poinciana Advisors Group, LLC
N/A—144,854-144,854-100%$18.5M———
Orion Capital Management LLC
N/A—138,104-138,104-100%$17.7M———
McCartney Wealth Management LLC
N/A—135,414-135,414-100%$17.3M———
Quantinno Capital Management LP
N/A—129,801-129,801-100%$16.6M———
Planwiser Financial, LLC
N/A—126,080-126,080-100%$16.1M———
Grand Wealth Management, LLC
N/A—123,261-123,261-100%$15.8M———
Stifel Financial Corp
N/A—120,031-120,031-100%$15.4M———
Fiduciary Financial Advisors
N/A—114,661-114,661-100%$14.7M———
Private Advisor Group, LLC
N/A—112,828-112,828-100%$14.5M———
Lakeridge Wealth Management LLC
N/A—110,978-110,978-100%$14.2M———
Generations Wealth, LLC
N/A—98,584-98,584-100%$12.6M———
Financial Engines Advisors L.L.C.
N/A—98,142-98,142-100%$12.6M———
Jones Financial Companies Lllp
N/A—97,578-97,578-100%$12.3M———
Annandale Capital, LLC
N/A—94,819-94,819-100%$12.1M———
Atlas Wealth LLC
N/A—86,195-86,195-100%$11.0M———
Cloud Capital Management, LLC
N/A—80,757-80,757-100%$10.3M———
UBS Group AG
N/A—80,537-80,537-100%$10.3M———
LRI Investments, LLC
N/A—79,583-79,583-100%$10.2M———
Ausdal Financial Partners, Inc.
N/A—78,431-78,431-100%$10.0M———
Sollinda Capital Management LLC
N/A—77,984-77,984-100%$10.0M———
IHT Wealth Management, LLC
N/A—76,979-76,979-100%$9.9M———
Betterment LLC
N/A—70,983-70,983-100%$9.1M———
Curio Wealth, LLC
N/A—67,669-67,669-100%$8.7M———
Sterneck Capital Management, LLC
N/A—65,907-65,907-100%$8.4M———
Cerity Partners LLC
N/A—65,426-65,426-100%$8.4M———
Capital Group Private Client Services, Inc.
N/A—62,396-62,396-100%$8.0M———
Ariadne Wealth Management, LP
N/A—61,993-61,993-100%$7.9M———
Mariner, LLC
N/A—61,479-61,479-100%$7.9M———
Brio Consultants, LLC
N/A—60,066-60,066-100%$7.7M———
Arax Advisory Partners
N/A—57,494-57,494-100%$7.4M———
Timmons Wealth Management, LLC
N/A—57,292-57,292-100%$7.3M———
Auxano Advisors, LLC
N/A—55,809-55,809-100%$7.1M———
Mattson Financial Services, LLC
N/A—54,927-54,927-100%$7.0M———
Cogent Private Wealth, Inc.
N/A—53,211-53,211-100%$6.8M———
Gotham Asset Management, LLC
N/A—52,878-52,878-100%$6.8M———
Fielder Capital Group LLC
N/A—52,876-52,876-100%$6.8M———
AQR Capital Management LLC
N/A—51,624-51,624-100%$6.6M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—48,083-48,083-100%$6.2M———
Eaton-Cambridge Inc.
N/A—47,918-47,918-100%$6.1M———
Integrity Wealth Solutions LLC
N/A—46,155-46,155-100%$5.9M———
L & S Advisors Inc
N/A—45,677-45,677-100%$5.9M———
Equitable Holdings, Inc.
N/A—45,196-45,196-100%$5.8M———
Tillman Hartley LLC
N/A—43,337-43,337-100%$5.6M———
Savvy Advisors, Inc.
N/A—37,075-37,075-100%$4.7M———
Summit Wealth Partners, LLC
N/A—36,925-36,925-100%$4.7M———
Great Valley Advisor Group, Inc.
N/A—36,169-36,169-100%$4.6M———
Ruedi Wealth Management, Inc.
N/A—35,389-35,389-100%$4.5M———
UMB Bank, n.a.
N/A—33,675-33,675-100%$4.3M———
Tudor Investment Corp ET AL
N/A—33,361-33,361-100%$4.3M———
PNC Financial Services Group, Inc.
N/A—31,456-31,456-100%$4.0M———
Coldstream Capital Management Inc
N/A—30,702-30,702-100%$3.9M———
SageView Advisory Group, LLC
N/A—30,681-30,681-100%$3.9M———
Global Retirement Partners, LLC
N/A—30,006-30,006-100%$3.8M———
Pathstone Holdings, LLC
N/A—29,758-29,758-100%$3.8M———
Northern Trust Corp
N/A—28,102-28,102-100%$3.6M———
United Capital Financial Advisors, LLC
N/A—27,748-27,748-100%$3.6M———
Altar Rock LLC
N/A—27,614-27,614-100%$3.5M———
Wealthfront Advisers LLC
N/A—26,765-26,765-100%$3.4M———
Maimon Wealth Management Ltd.
N/A—26,502-26,502-100%$3.4M———
Silver OAK Securities, Incorporated
N/A—26,320-26,320-100%$3.4M———
Austin Wealth Management, LLC
N/A—25,909-25,909-100%$3.3M———
NewEdge Advisors, LLC
N/A—25,333-25,333-100%$3.2M———
Modern Wealth Management, LLC
N/A—24,762-24,762-100%$3.2M———
Smartleaf Asset Management LLC
N/A—24,284-24,284-100%$3.1M———
Earned Wealth Advisors, LLC
N/A—23,542-23,542-100%$3.0M———
Kavar Capital Partners Group, LLC
N/A—21,651-21,651-100%$2.8M———
Capstone Wealth Management, Inc.
N/A—21,477-21,477-100%$2.7M———
Nwam LLC
N/A—21,303-21,303-100%$2.7M———
Morris Financial Concepts, Inc.
N/A—21,223-21,223-100%$2.7M———
Sequoia Financial Advisors, LLC
N/A—19,232-19,232-100%$2.5M———
Cozad Asset Management Inc
N/A—16,609-16,609-100%$2.1M———
Brown Financial Advisors
N/A—16,348-16,348-100%$2.1M———
First Trust Advisors LP
N/A—16,034-16,034-100%$2.1M———
Advisory Services Network, LLC
N/A—15,426-15,426-100%$2.0M———
Platform Wealth Management, LLC
N/A—15,279-15,279-100%$2.0M———
Natixis Advisors, LLC
N/A—15,159-15,159-100%$1.9M———
Aspen Capital Management, LLC
N/A—14,662-14,662-100%$1.9M———
BlackRock, Inc.
N/A—14,584-14,584-100%$1.9M———
Captrust Financial Advisors
N/A—14,312-14,312-100%$1.8M———
Citizens & Northern Corp
N/A—13,829-13,829-100%$1.8M———
Sanchez Levi Garrett
N/A—13,421-13,421-100%$1.7M———
Element Wealth, LLC
N/A—13,220-13,220-100%$1.7M———
Susquehanna International Group, LLP
N/A—13,075-13,075-100%$1.7M———
Kelman-Lazarov, Inc.
N/A—10,860-10,860-100%$1.4M———
FMR LLC
N/A—10,734-10,734-100%$1.4M———
IF Advisors, LLC
N/A—9,977-9,977-100%$1.3M———
Truepoint, Inc.
N/A—9,954-9,954-100%$1.3M———
Trustmark Bank Trust Department
N/A—9,656-9,656-100%$1.2M———
Level Four Advisory Services, LLC
N/A—9,450-9,450-100%$1.2M———
MAI Capital Management
N/A—9,198-9,198-100%$1.2M———
Merit Financial Group, LLC
N/A—8,748-8,748-100%$1.1M———
Cornerstone Capital, Inc.
N/A—8,380-8,380-100%$1.1M———
Strathmore Capital Advisors, Inc.
N/A—8,128-8,128-100%$1.0M———
TFO Wealth Partners, LLC
N/A—8,108-8,108-100%$1.0M———
Knightsbridge Asset Management, LLC
N/A—7,950-7,950-100%$1.0M———
FAS Wealth Partners, Inc.
N/A—7,625-7,625-100%$976.6K———
Curi Capital, LLC
N/A—7,493-7,493-100%$959.7K———
Mayport, LLC
N/A—7,459-7,459-100%$955.3K———
Tanglewood Legacy Advisors, LLC
N/A—7,206-7,206-100%$922.9K———
Trailhead Planners LLC
N/A—7,161-7,161-100%$917.2K———
KEB Asset Management, LLC
N/A—7,049-7,049-100%$902.8K———
HRT Financial LP
N/A—6,944-6,944-100%$889.0K———
IEQ Capital, LLC
N/A—6,932-6,932-100%$887.8K———
Brown Advisory Inc
N/A—6,906-6,906-100%$884.5K———
Jordan Park Group LLC
N/A—6,898-6,898-100%$883.5K———
Foundations Investment Advisors, LLC
N/A—6,784-6,784-100%$868.9K———
Stratos Wealth Partners, Ltd.
N/A—6,532-6,532-100%$836.7K———
Oakwell Private Wealth Management, LLC
N/A—6,289-6,289-100%$805.5K———
Mutual Advisors, LLC
N/A—6,062-6,062-100%$776.4K———
AssuredPartners Investment Advisors, LLC
N/A—5,694-5,694-100%$729.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,594-5,594-100%$716.5K———
Inspire Advisors, LLC
N/A—5,538-5,538-100%$709.3K———
Harbour Investments, Inc.
N/A—5,481-5,481-100%$702.0K———
Orion Porfolio Solutions, LLC
N/A—5,111-5,111-100%$654.6K———
Alpha Financial Advisors, LLC
N/A—4,929-4,929-100%$631.3K———
Belpointe Asset Management LLC
N/A—4,896-4,896-100%$627.1K———
Jackson Thornton Wealth Management, LLC
N/A—4,851-4,851-100%$621.3K———
Integrated Wealth Concepts LLC
N/A—4,760-4,760-100%$609.6K———
Renaissance Technologies LLC
N/A—4,700-4,700-100%$602.0K———
Hexagon Capital Partners LLC
N/A—4,657-4,657-100%$596.5K———
Cauble & Harre Wealth Management, Inc.
N/A—4,430-4,430-100%$567.4K———
Wealthspire Retirement, LLC
N/A—4,421-4,421-100%$566.2K———
CIBC World Market Inc.
N/A—4,376-4,376-100%$560.5K———
Baron Silver Stevens Financial Advisors, LLC
N/A—4,229-4,229-100%$541.7K———
Lutz Financial Services LLC
N/A—4,204-4,204-100%$538.4K———
Paul R. Ried Financial Group, LLC
N/A—4,197-4,197-100%$537.6K———
Baird Financial Group, Inc.
N/A—4,170-4,170-100%$534.1K———
Commerce Bank
N/A—4,150-4,150-100%$531.5K———
Janney Montgomery Scott LLC
N/A—3,944-3,944-100%$505.0K———
Nuveen, LLC
N/A—3,897-3,897-100%$499.0K———
Hill Investment Group Partners, LLC
N/A—3,872-3,872-100%$495.9K———
Sandhill Capital Partners LLC
N/A—3,611-3,611-100%$462.5K———
D. E. Shaw & Co., Inc.
N/A—3,403-3,403-100%$435.9K———
Seaside Wealth Management, Inc.
N/A—3,302-3,302-100%$422.9K———
Stonebrook Private Inc.
N/A—3,260-3,260-100%$417.6K———
CreativeOne Wealth, LLC
N/A—3,202-3,202-100%$410.1K———
Ameritas Advisory Services, LLC
N/A—3,155-3,155-100%$404.1K———
American Trust
N/A—3,150-3,150-100%$403.5K———
Claris Advisors, LLC / MO /
N/A—3,087-3,087-100%$395.4K———
Kingsview Wealth Management, LLC
N/A—3,047-3,047-100%$390.3K———
Pasadena Private Wealth, LLC
N/A—3,041-3,041-100%$389.5K———
Parkwoods Wealth Partners, LLC
N/A—3,026-3,026-100%$387.6K———
Summit Financial, LLC
N/A—2,991-2,991-100%$383.0K———
Chevy Chase Trust Holdings, LLC
N/A—2,871-2,871-100%$367.7K———
NorthRock Partners, LLC
N/A—2,705-2,705-100%$346.5K———
Bessemer Group Inc
N/A—2,694-2,694-100%$344.0K———
Goldman Sachs Group Inc
N/A—2,654-2,654-100%$339.9K———
Strategic Wealth Partners, Ltd.
N/A—2,610-2,610-100%$334.3K———
URS Advisory LLC
N/A—2,584-2,584-100%$331.0K———
Peak Planning Group, LLC
N/A—2,581-2,581-100%$330.5K———
Dogwood Wealth Management LLC
N/A—2,552-2,552-100%$326.8K———
Investment Advisory Group, LLC
N/A—2,525-2,525-100%$323.4K———
Shufro Rose & Co LLC
N/A—2,438-2,438-100%$312.3K———
Rothschild Investment LLC
N/A—2,275-2,275-100%$291.4K———
Transcend Capital Advisors, LLC
N/A—2,120-2,120-100%$271.5K———
Peak Retirement Planning, Inc.
N/A—2,068-2,068-100%$264.9K———
Caprock Group, LLC
N/A—2,043-2,043-100%$261.7K———
Resolute Wealth Advisor, Inc.
N/A—2,041-2,041-100%$226.9K———
Aptus Capital Advisors, LLC
N/A—2,039-2,039-100%$261.2K———
AE Wealth Management LLC
N/A—2,031-2,031-100%$260.2K———
Private Wealth Asset Management, LLC
N/A—1,954-1,954-100%$250.3K———
Vance Wealth, LLC
N/A—1,952-1,952-100%$250.0K———
Bank of Montreal
N/A—1,928-1,928-100%$246.9K———
Clark Capital Management Group, Inc.
N/A—1,898-1,898-100%$243.1K———
PCG Wealth Advisors, LLC
N/A—1,762-1,762-100%$225.7K———
Moneta Group Investment Advisors LLC
N/A—1,712-1,712-100%$219.3K———
Tyche Wealth Partners LLC
N/A—1,633-1,633-100%$209.2K———
Northwest Bancshares, Inc.
N/A—1,630-1,630-100%$208.8K———
Qube Research & Technologies Ltd
N/A—1,570-1,570-100%$201.1K———
Steward Partners Investment Advisory, LLC
N/A—1,386-1,386-100%$177.5K———
Beaird Harris Wealth Management, LLC
N/A—1,363-1,363-100%$174.6K———
O'shaughnessy Asset Management, LLC
N/A—1,351-1,351-100%$173.0K———
Geneos Wealth Management Inc.
N/A—1,248-1,248-100%$159.8K———
BankPlus Trust Department
N/A—820-820-100%$105.0K———
Frazier Financial Advisors, LLC
N/A—574-574-100%$73.5K———
Russell Investments Group, Ltd.
N/A—549-549-100%$70.3K———
Federation des caisses Desjardins du Quebec
N/A—434-434-100%$55.6K———
Minot DeBlois Advisors LLC
N/A—421-421-100%$54.0K———
Anchor Investment Management, LLC
N/A—411-411-100%$52.6K———
Vanguard Advisers Inc
N/A—377-377-100%$48.3K———
Vision Retirement, LLC
N/A—338-338-100%$43.3K———
Huntington National Bank
N/A—288-288-100%$36.9K———
Brown Brothers Harriman & Co
N/A—262-262-100%$33.6K———
Godfrey Financial Associates, Inc.
N/A—256-256-100%$32.8K———
PFC Capital Group, Inc.
N/A—204-204-100%$26.0K———
National Bank of Canada
N/A—188-188-100%$23.7K———
Peterson Wealth Management
N/A—160-160-100%$20.5K———
Operose Advisors LLC
N/A—137-137-100%$17.5K———
Rialto Wealth Management, LLC
N/A—94-94-100%$12.0K———
Medallion Wealth Advisors, LLC
N/A—83-83-100%$10.6K———
Capital Analysts, LLC
N/A—50-50-100%$6———
IAG Wealth Partners, LLC
N/A—45-45-100%$5.8K———
Continuum Advisory, LLC
N/A—31-31-100%$4.0K———
Atomic Invest LLC
N/A—18-18-100%$2.3K———
Clearstead Advisors, LLC
N/A—10-10-100%$1.3K———
Addison Advisors LLC
N/A—7-7-100%$947———
Allied Private Wealth LLC
N/A—00—$7———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 620 of 620 institutions