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Dimensional US Target Value (DFAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares13,094,561 from 13,305,154
Change-210,593 (-2%)
Value$870.0M (-$60.0M)
Filed 2026-11-02
Forum Financial Management, LP
INCREASED
Shares10,399,775 from 10,383,581
Change+16,194 (+0%)
Value$691.0M (-$34.9M)
Filed 2026-10-16
Index Fund Advisors, Inc.
DECREASED
Shares6,268,395 from 6,328,437
Change-60,042 (-1%)
Value$416.5M (-$25.9M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares5,799,238 from 5,350,293
Change+448,945 (+8%)
Value$385.3M (+$10.3M)
Filed 2026-11-06
Asset Dedication, LLC
INCREASED
Shares2,653,293 from 2,548,907
Change+104,386 (+4%)
Value$176.3M (-$1.9M)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
INCREASED
Shares2,257,538 from 2,241,838
Change+15,700 (+1%)
Value$150.0M (-$6.7M)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares2,045,430 from 2,077,701
Change-32,271 (-2%)
Value$137.2M (-$6.9M)
Filed 2026-10-08
Trust Co of the South
DECREASED
Shares1,629,605 from 1,754,110
Change-124,505 (-7%)
Value$108.3M (-$14.3M)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares1,551,665 from 1,505,769
Change+45,896 (+3%)
Value$103.1M (-$2.2M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,321,133 from 1,178,115
Change+143,018 (+12%)
Value$86.8M (+$7.3M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares1,310,625 from 1,258,840
Change+51,785 (+4%)
Value$87.1M (-$915.0K)
Filed 2026-11-06
Sensible Money, LLC
INCREASED
Shares1,145,671 from 1,091,399
Change+54,272 (+5%)
Value$76.1M (-$170.4K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares1,077,363 from 1,060,969
Change+16,394 (+2%)
Value$75.3M (+$1.1M)
Filed 2026-11-06
Evanson Financial, LLC
DECREASED
Shares1,062,046 from 1,090,019
Change-27,973 (-3%)
Value$70.6M (-$5.6M)
Filed 2026-10-23
Abacus Wealth Partners, LLC
DECREASED
Shares978,361 from 1,024,195
Change-45,834 (-4%)
Value$65.0M (-$6.6M)
Filed 2026-11-03
Great Waters Wealth Management
INCREASED
Shares942,310 from 888,357
Change+53,953 (+6%)
Value$62.6M (+$510.9K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares919,747 from 922,732
Change-2,985 (0%)
Value$61.1M (-$3.4M)
Filed 2026-10-27
Joel Isaacson & Co., LLC
INCREASED
Shares827,086 from 823,931
Change+3,155 (+0%)
Value$55.0M (-$2.6M)
Filed 2026-11-05
Bayshore Asset Management, LLC
INCREASED
Shares825,077 from 816,647
Change+8,430 (+1%)
Value$55.6M (-$1.5M)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares760,085 from 770,649
Change-10,564 (-1%)
Value$50.5M (-$3.4M)
Filed 2026-10-28
Monograph Wealth Advisors, LLC
DECREASED
Shares737,376 from 756,908
Change-19,532 (-3%)
Value$49.0M (-$3.9M)
Filed 2026-11-09
Phillips Financial Management, LLC
INCREASED
Shares731,786 from 712,667
Change+19,119 (+3%)
Value$48.6M (-$1.2M)
Filed 2026-10-19
Plancorp, LLC
DECREASED
Shares727,102 from 758,035
Change-30,933 (-4%)
Value$50.9M (-$1.9M)
Filed 2026-11-03
RW Investment Management LLC
DECREASED
Shares722,031 from 741,761
Change-19,730 (-3%)
Value$48.0M (-$3.9M)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares711,697 from 775,382
Change-63,685 (-8%)
Value$47.3M (-$1.1M)
Filed 2026-10-13
Three Arch Wealth Management LLC
DECREASED
Shares709,186 from 730,943
Change-21,757 (-3%)
Value$47.1M (-$4.0M)
Filed 2026-10-20
Aspen Wealth Management LLC
INCREASED
Shares598,413 from 584,682
Change+13,731 (+2%)
Value$39.8M (-$1.1M)
Filed 2026-10-14
Richard Young Associates, Ltd.
INCREASED
Shares594,920 from 558,629
Change+36,291 (+7%)
Value$39.5M (+$478.3K)
Filed 2026-11-03
Financial Harvest, LLC
INCREASED
Shares561,422 from 538,074
Change+23,348 (+4%)
Value$37.3M (-$310.6K)
Filed 2026-10-15
Allen Capital Group, LLC
INCREASED
Shares558,059 from 421,972
Change+136,087 (+32%)
Value$37.1M (+$7.6M)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares558,042 from 845,930
Change-287,888 (-34%)
Value$37.1M (-$22.1M)
Filed 2026-10-21
Summit Financial Strategies, Inc.
INCREASED
Shares544,661 from 472,327
Change+72,334 (+15%)
Value$36.2M (+$3.2M)
Filed 2026-10-14
EnRich Financial Partners LLC
DECREASED
Shares497,934 from 504,548
Change-6,614 (-1%)
Value$33.1M (-$2.2M)
Filed 2026-10-21
Babb Wealth Advisors LLC
INCREASED
Shares471,678 from 453,835
Change+17,843 (+4%)
Value$31.3M (-$384.8K)
Filed 2026-10-30
NorthAvenue LLC
INCREASED
Shares463,122 from 455,179
Change+7,943 (+2%)
Value$30.8M (-$1.0M)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
DECREASED
Shares450,552 from 465,341
Change-14,789 (-3%)
Value$29.9M (-$2.6M)
Filed 2026-10-30
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares445,301 from 445,523
Change-222 (0%)
Value$29.6M (-$1.6M)
Filed 2026-10-08
Disciplined Equity Management, Inc.
INCREASED
Shares431,417 from 429,100
Change+2,317 (+1%)
Value$28.7M (-$1.3M)
Filed 2026-10-14
Squire Investment Management Company, LLC
DECREASED
Shares430,979 from 432,120
Change-1,141 (0%)
Value$28.6M (-$1.6M)
Filed 2026-11-03
Watchman Group, Inc.
DECREASED
Shares427,201 from 431,658
Change-4,457 (-1%)
Value$28.4M (-$1.8M)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares418,710 from 436,219
Change-17,509 (-4%)
Value$27.8M (-$2.7M)
Filed 2026-10-13
TFC Financial Management, Inc.
DECREASED
Shares410,547 from 411,492
Change-945 (0%)
Value$27.3M (-$1.5M)
Filed 2026-10-26
Master's Wealth Management Inc.
INCREASED
Shares408,742 from 384,734
Change+24,008 (+6%)
Value$27.2M (+$263.9K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares405,762 from 405,762
Change0 (0%)
Value$28.4M ($0)
Filed 2026-10-06
Meritas Wealth Management, LLC
DECREASED
Shares398,830 from 403,496
Change-4,666 (-1%)
Value$26.5M (-$1.7M)
Filed 2026-10-14
Lauterbach Financial Advisors, LLC
DECREASED
Shares381,992 from 390,415
Change-8,423 (-2%)
Value$25.4M (-$1.9M)
Filed 2026-10-21
Eclectic Associates Inc
INCREASED
Shares375,128 from 369,252
Change+5,876 (+2%)
Value$24.9M (-$886.9K)
Filed 2026-10-09
Foster Group, Inc.
DECREASED
Shares374,584 from 385,529
Change-10,945 (-3%)
Value$24.9M (-$2.1M)
Filed 2026-10-13
Sterling Wealth Management, Inc.
INCREASED
Shares374,049 from 365,048
Change+9,001 (+2%)
Value$24.9M (-$665.0K)
Filed 2026-10-23
Triune Financial Partners, LLC
INCREASED
Shares372,285 from 366,685
Change+5,600 (+2%)
Value$24.7M (-$896.7K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares371,013 from 373,158
Change-2,145 (-1%)
Value$24.7M (-$1.4M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares346,679 from 355,243
Change-8,564 (-2%)
Value$23.0M (-$1.8M)
Filed 2026-10-30
Guardian Wealth Management, LLC
DECREASED
Shares336,045 from 352,499
Change-16,454 (-5%)
Value$22.3M (-$2.3M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares332,689 from 325,065
Change+7,624 (+2%)
Value$22.1M (-$618.2K)
Filed 2026-10-08
Tillman Hartley LLC
DECREASED
Shares328,879 from 331,926
Change-3,047 (-1%)
Value$21.9M (-$1.4M)
Filed 2026-11-06
RS Crum Inc.
INCREASED
Shares327,573 from 326,265
Change+1,308 (+0%)
Value$21.8M (-$1.0M)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares310,308 from 283,605
Change+26,703 (+9%)
Value$20.6M (+$793.0K)
Filed 2026-10-26
Elser Financial Planning, Inc
DECREASED
Shares305,681 from 358,376
Change-52,695 (-15%)
Value$20.3M (-$4.7M)
Filed 2026-10-16
Cardiff Park Advisors, LLC
DECREASED
Shares305,449 from 307,986
Change-2,537 (-1%)
Value$20.3M (-$1.2M)
Filed 2026-11-09
BlueSky Wealth Advisors, LLC
DECREASED
Shares300,907 from 304,985
Change-4,078 (-1%)
Value$20.0M (-$1.3M)
Filed 2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares300,449 from 301,743
Change-1,294 (0%)
Value$20.0M (-$1.1M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares294,630 from 297,598
Change-2,968 (-1%)
Value$19.6M (-$1.2M)
Filed 2026-11-02
RF&L Wealth Management, LLC
DECREASED
Shares285,729 from 288,960
Change-3,231 (-1%)
Value$19.0M (-$1.2M)
Filed 2026-10-20
McMill Wealth Management
NEW
Shares277,318
Change+277,318
Value$18.4M
Filed 2026-11-05
Tiller Private Wealth, Inc.
DECREASED
Shares272,930 from 273,681
Change-751 (0%)
Value$18.1M (-$996.8K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares269,725 from 344,964
Change-75,239 (-22%)
Value$17.9M (-$6.2M)
Filed 2026-11-04
Quantum Financial Advisors, LLC
INCREASED
Shares264,253 from 251,645
Change+12,608 (+5%)
Value$17.6M (-$33.1K)
Filed 2026-11-03
Altiora Financial Group, LLC
INCREASED
Shares236,317 from 234,704
Change+1,613 (+1%)
Value$15.7M (-$704.9K)
Filed 2026-11-04
Olio Financial Planning
INCREASED
Shares235,909 from 233,804
Change+2,105 (+1%)
Value$15.7M (-$669.1K)
Filed 2026-10-22
McLean Asset Management Corp
DECREASED
Shares225,922 from 226,497
Change-575 (0%)
Value$15.6M (-$451.9K)
Filed 2026-11-06
Navigoe, LLC
DECREASED
Shares220,025 from 220,712
Change-687 (0%)
Value$14.6M (-$809.0K)
Filed 2026-11-04
HMV Wealth Advisors, LLC
DECREASED
Shares217,887 from 221,622
Change-3,735 (-2%)
Value$14.5M (-$1.0M)
Filed 2026-10-27
JDH Wealth Management, LLC
DECREASED
Shares213,607 from 217,913
Change-4,306 (-2%)
Value$14.2M (-$1.0M)
Filed 2026-10-20
Wealth Management Nebraska
DECREASED
Shares205,684 from 212,794
Change-7,110 (-3%)
Value$13.7M (-$1.2M)
Filed 2026-10-26
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares205,195 from 209,327
Change-4,132 (-2%)
Value$13.6M (-$998.8K)
Filed 2026-10-16
Andrews, Lucia Wealth Management LLC
DECREASED
Shares199,829 from 205,886
Change-6,057 (-3%)
Value$13.3M (-$1.1M)
Filed 2026-11-02
Kings Path Partners LLC
DECREASED
Shares197,408 from 203,733
Change-6,325 (-3%)
Value$13.1M (-$1.1M)
Filed 2026-10-21
Navigation Group, LLC
DECREASED
Shares189,841 from 194,545
Change-4,704 (-2%)
Value$12.6M (-$985.7K)
Filed 2026-10-28
Capstone Wealth Management, LLC
DECREASED
Shares189,194 from 195,951
Change-6,757 (-3%)
Value$12.6M (-$1.1M)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares182,458 from 187,138
Change-4,680 (-2%)
Value$12.1M (-$958.4K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares180,026 from 181,348
Change-1,322 (-1%)
Value$12.0M (-$715.3K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares175,051 from 181,265
Change-6,214 (-3%)
Value$11.6M (-$1.0M)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares175,027 from 176,118
Change-1,091 (-1%)
Value$11.6M (-$681.9K)
Filed 2026-10-16
Pioneer Wealth Management Group
INCREASED
Shares172,602 from 166,160
Change+6,442 (+4%)
Value$11.5M (-$146.9K)
Filed 2026-10-09
Baker Tilly Wealth Management, LLC
DECREASED
Shares169,169 from 177,635
Change-8,466 (-5%)
Value$11.2M (-$1.2M)
Filed 2026-10-05
New England Private Wealth Advisors LLC
INCREASED
Shares155,167 from 154,990
Change+177 (+0%)
Value$10.3M (-$628.3K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED
Shares153,938 from 155,004
Change-1,066 (-1%)
Value$10.2M (-$607.1K)
Filed 2026-10-16
Regions Financial Corp
DECREASED
Shares150,378 from 151,219
Change-841 (-1%)
Value$10.0M (-$579.1K)
Filed 2026-11-05
Omni 360 Wealth, Inc.
DECREASED
Shares148,056 from 149,852
Change-1,796 (-1%)
Value$9.8M (-$637.8K)
Filed 2026-10-13
Lutz Financial Services LLC
DECREASED
Shares146,665 from 148,452
Change-1,787 (-1%)
Value$9.7M (-$632.4K)
Filed 2026-11-06
Pillar Financial Advisors, LLC
DECREASED
Shares145,545 from 148,338
Change-2,793 (-2%)
Value$9.7M (-$698.8K)
Filed 2026-10-21
City State Bank
INCREASED
Shares143,893 from 141,574
Change+2,319 (+2%)
Value$9.6M (-$335.8K)
Filed 2026-10-20
Legacy Financial Group, Inc.
DECREASED
Shares143,283 from 147,297
Change-4,014 (-3%)
Value$9.5M (-$776.3K)
Filed 2026-10-21
Austin Asset Management Co Inc
DECREASED
Shares142,295 from 146,543
Change-4,248 (-3%)
Value$9.5M (-$789.3K)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares141,215 from 305,344
Change-164,129 (-54%)
Value$9.4M (-$12.0M)
Filed 2026-10-28
Juncture Wealth Strategies, LLC
INCREASED
Shares137,257 from 136,848
Change+409 (+0%)
Value$9.1M (-$446.3K)
Filed 2026-10-06
Twin Cities Retirement Group LLC
DECREASED
Shares137,230 from 139,004
Change-1,774 (-1%)
Value$9.1M (-$598.8K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares134,141 from 137,045
Change-2,904 (-2%)
Value$8.9M (-$667.1K)
Filed 2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED
Shares130,663 from 120,431
Change+10,232 (+9%)
Value$8.7M (+$263.1K)
Filed 2026-10-14
Vawter Financial, Ltd.
DECREASED
Shares130,256 from 132,896
Change-2,640 (-2%)
Value$8.7M (-$635.2K)
Filed 2026-11-10
Lakeshore Financial Planning, Inc.
DECREASED
Shares127,537 from 128,433
Change-896 (-1%)
Value$8.5M (-$504.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares126,959 from 142,535
Change-15,576 (-11%)
Value$8.4M (-$1.5M)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
DECREASED
Shares126,664 from 131,670
Change-5,006 (-4%)
Value$8.4M (-$788.2K)
Filed 2026-10-16
Timonier Family Office, Ltd.
DECREASED
Shares123,644 from 125,860
Change-2,216 (-2%)
Value$8.2M (-$582.8K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares121,266 from 127,321
Change-6,055 (-5%)
Value$8.1M (-$842.8K)
Filed 2026-10-26
Sachem Hill LLC
DECREASED
Shares115,306 from 117,220
Change-1,914 (-2%)
Value$7.7M (-$532.7K)
Filed 2026-10-14
TAGStone Capital, Inc.
INCREASED
Shares114,009 from 108,877
Change+5,132 (+5%)
Value$7.6M (-$35.7K)
Filed 2026-11-09
Valued Wealth Advisors LLC
INCREASED
Shares108,130 from 100,807
Change+7,323 (+7%)
Value$7.2M (+$137.7K)
Filed 2026-11-05
Parkshore Wealth Management, Inc.
DECREASED
Shares105,758 from 107,010
Change-1,252 (-1%)
Value$7.0M (-$453.5K)
Filed 2026-10-13
Mills Wealth Advisors LLC
INCREASED
Shares105,547 from 100,698
Change+4,849 (+5%)
Value$7.0M (-$26.2K)
Filed 2026-10-22
Weinberger Asset Management, Inc
INCREASED
Shares103,505 from 98,455
Change+5,050 (+5%)
Value$6.9M (-$86.9K)
Filed 2026-10-28
Northwest Wealth Management, LLC
DECREASED
Shares102,178 from 102,290
Change-112 (0%)
Value$6.8M (-$361.4K)
Filed 2026-10-30
BWM Planning, LLC
DECREASED
Shares102,069 from 102,496
Change-427 (0%)
Value$6.8M (-$383.0K)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares101,803 from 4,054
Change+97,749 (+2411%)
Value$6.8M (+$6.5M)
Filed 2026-10-26
Ariadne Wealth Management, LP
DECREASED
Shares101,057 from 103,000
Change-1,943 (-2%)
Value$6.7M (-$485.5K)
Filed 2026-11-06
Vestment Financial LLC
INCREASED
Shares98,574 from 92,817
Change+5,757 (+6%)
Value$6.5M (+$89.0K)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
INCREASED
Shares97,294 from 90,713
Change+6,581 (+7%)
Value$6.5M (+$123.4K)
Filed 2026-11-06
Ferguson Johnson Wealth Management Inc
DECREASED
Shares96,264 from 96,606
Change-342 (0%)
Value$6.4M (-$356.2K)
Filed 2026-11-05
Cogent Strategic Wealth LLC
DECREASED
Shares95,410 from 97,208
Change-1,798 (-2%)
Value$6.3M (-$455.8K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares94,452 from 461,947
Change-367,495 (-80%)
Value$6.3M (-$26.0M)
Filed 2026-11-02
SwitchPoint Financial Planning, LLC
INCREASED
Shares92,511 from 92,368
Change+143 (+0%)
Value$6.1M (-$310.1K)
Filed 2026-11-02
Burk Holdings LLC
INCREASED
Shares92,478 from 84,639
Change+7,839 (+9%)
Value$6.1M (+$228.0K)
Filed 2026-11-05
Greenspring Advisors, LLC
DECREASED
Shares89,481 from 90,699
Change-1,218 (-1%)
Value$5.9M (-$394.7K)
Filed 2026-11-05
InTrack Investment Management Inc
INCREASED
Shares88,610 from 63,336
Change+25,274 (+40%)
Value$5.9M (+$1.5M)
Filed 2026-10-15
Aviance Capital Partners, LLC
INCREASED
Shares87,565 from 80,609
Change+6,956 (+9%)
Value$5.8M (+$183.2K)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
DECREASED
Shares87,247 from 87,969
Change-722 (-1%)
Value$5.8M (-$352.3K)
Filed 2026-10-15
Maryland Capital Advisors Inc.
INCREASED
Shares85,594 from 84,406
Change+1,188 (+1%)
Value$5.7M (-$213.2K)
Filed 2026-10-15
CogentBlue Wealth Advisors, LLC
DECREASED
Shares84,613 from 86,651
Change-2,038 (-2%)
Value$5.6M (-$435.2K)
Filed 2026-10-09
Merit Financial Group, LLC
INCREASED
Shares83,276 from 45,997
Change+37,279 (+81%)
Value$5.5M (+$2.3M)
Filed 2026-11-06
RED Lighthouse Investment Management, LLC
DECREASED
Shares81,183 from 83,077
Change-1,894 (-2%)
Value$5.4M (-$413.3K)
Filed 2026-11-02
Shearwater Capital LLC
DECREASED
Shares80,954 from 82,111
Change-1,157 (-1%)
Value$5.4M (-$361.0K)
Filed 2026-10-13
Factor Wealth Management LTD
DECREASED
Shares79,223 from 79,675
Change-452 (-1%)
Value$5.3M (-$305.7K)
Filed 2026-10-08
White Wing Wealth Management
INCREASED
Shares77,982 from 76,449
Change+1,533 (+2%)
Value$5.2M (-$162.6K)
Filed 2026-11-09
Walsh & Associates, LLC
INCREASED
Shares76,242 from 58,493
Change+17,749 (+30%)
Value$5.1M (+$976.9K)
Filed 2026-11-09
SC&H Financial Advisors, Inc.
DECREASED
Shares74,087 from 74,620
Change-533 (-1%)
Value$4.9M (-$293.6K)
Filed 2026-10-14
RTD Financial Advisors, Inc.
DECREASED
Shares74,049 from 75,562
Change-1,513 (-2%)
Value$4.9M (-$362.0K)
Filed 2026-10-09
Physician Wealth Solutions Inc.
DECREASED
Shares73,187 from 73,270
Change-83 (0%)
Value$4.9M (-$259.0K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares73,152 from 96,061
Change-22,909 (-24%)
Value$4.9M (-$1.9M)
Filed 2026-10-21
Verdence Capital Advisors LLC
DECREASED
Shares72,145 from 75,635
Change-3,490 (-5%)
Value$4.8M (-$493.6K)
Filed 2026-10-26
Frankly Finances, LLC
UNCHANGED
Shares71,580 from 71,580
Change0 (0%)
Value$4.8M (-$247.7K)
Filed 2026-10-28
Pacific Asset Management, LLC
DECREASED
Shares70,341 from 70,727
Change-386 (-1%)
Value$4.7M (-$270.4K)
Filed 2026-10-15
Integras Partners LLC
DECREASED
Shares69,821 from 73,026
Change-3,205 (-4%)
Value$4.6M (-$465.6K)
Filed 2026-10-30
Diversified Portfolios, Inc.
DECREASED
Shares69,185 from 69,706
Change-521 (-1%)
Value$4.6M (-$275.8K)
Filed 2026-11-04
Evensky & Katz LLC
DECREASED
Shares68,871 from 71,295
Change-2,424 (-3%)
Value$4.6M (-$408.0K)
Filed 2026-10-27
Woodward Financial Advisors, Inc.
DECREASED
Shares68,701 from 70,151
Change-1,450 (-2%)
Value$4.6M (-$339.0K)
Filed 2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares68,695 from 68,695
Change0 (0%)
Value$4.8M ($0)
Filed 2026-11-03
Level Financial Advisors
DECREASED
Shares68,397 from 69,302
Change-905 (-1%)
Value$4.5M (-$300.0K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
DECREASED
Shares68,215 from 68,249
Change-34 (0%)
Value$4.5M (-$238.4K)
Filed 2026-10-29
Private Wealth Management Group, LLC
DECREASED
Shares67,239 from 69,376
Change-2,137 (-3%)
Value$4.5M (-$382.0K)
Filed 2026-10-19
1900 Wealth Management LLC
DECREASED
Shares66,185 from 83,906
Change-17,721 (-21%)
Value$4.4M (-$1.5M)
Filed 2026-10-13
Belleair Asset Management, LLC
DECREASED
Shares62,953 from 64,613
Change-1,660 (-3%)
Value$4.2M (-$333.9K)
Filed 2026-11-03
Klingman & Associates, LLC
UNCHANGED
Shares62,861 from 62,861
Change0 (0%)
Value$4.2M (-$217.5K)
Filed 2026-10-20
Strategent Financial, LLC
INCREASED
Shares60,723 from 51,529
Change+9,194 (+18%)
Value$4.0M (+$432.6K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares60,588 from 57,635
Change+2,953 (+5%)
Value$4.0M (-$3.2K)
Filed 2026-10-13
Burton Enright Welch
DECREASED
Shares60,383 from 60,666
Change-283 (0%)
Value$4.0M (-$228.7K)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares59,231 from 59,182
Change+49 (+0%)
Value$3.9M (-$201.5K)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares57,985 from 57,957
Change+28 (+0%)
Value$3.9M (-$198.7K)
Filed 2026-11-09
Live Oak Private Wealth LLC
UNCHANGED
Shares57,751 from 57,751
Change0 (0%)
Value$3.8M (-$199.8K)
Filed 2026-11-02
Forteris Wealth Management Inc.
INCREASED
Shares55,977 from 54,521
Change+1,456 (+3%)
Value$3.7M (-$91.9K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares55,745 from 39,796
Change+15,949 (+40%)
Value$3.7M (+$922.0K)
Filed 2026-10-29
AG Asset Advisory, LLC
INCREASED
Shares54,970 from 53,783
Change+1,187 (+2%)
Value$3.7M (-$107.2K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares52,561 from 52,478
Change+83 (+0%)
Value$3.5M (-$176.0K)
Filed 2026-10-23
Generations Wealth, LLC
DECREASED
Shares52,248 from 52,335
Change-87 (0%)
Value$3.5M (-$186.9K)
Filed 2026-11-09
Symmetry Partners, LLC
DECREASED
Shares51,910 from 53,496
Change-1,586 (-3%)
Value$3.4M (-$290.5K)
Filed 2026-10-27
Kane Co Wealth Management, Inc.
DECREASED
Shares51,614 from 52,064
Change-450 (-1%)
Value$3.4M (-$210.0K)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares51,571
Change+51,571
Value$3.4M
Filed 2026-10-14
Astra Wealth Partners LLC
INCREASED
Shares50,801 from 50,079
Change+722 (+1%)
Value$3.4M (-$125.3K)
Filed 2026-11-06
Johnson Wealth Management, LLC
DECREASED
Shares49,745 from 51,250
Change-1,505 (-3%)
Value$3.3M (-$277.3K)
Filed 2026-11-09
Activest Wealth Management
DECREASED
Shares49,044 from 50,380
Change-1,336 (-3%)
Value$3.3M (-$254.1K)
Filed 2026-10-15
BluePrint Investing LLC
DECREASED
Shares48,553 from 50,462
Change-1,909 (-4%)
Value$3.2M (-$301.4K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares47,465 from 48,513
Change-1,048 (-2%)
Value$3.2M (-$237.5K)
Filed 2026-11-03
Redwood Park Advisors LLC
INCREASED
Shares47,216 from 46,201
Change+1,015 (+2%)
Value$3.1M (-$92.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares46,643 from 46,782
Change-139 (0%)
Value$3.1M (-$171.1K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
DECREASED
Shares46,441 from 46,508
Change-67 (0%)
Value$3.1M (-$165.4K)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares46,417 from 47,719
Change-1,302 (-3%)
Value$3.2M (-$165.8K)
Filed 2026-10-19
Sound Portfolio Advisors, LLC
DECREASED
Shares46,297 from 46,633
Change-336 (-1%)
Value$3.1M (-$183.7K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares45,387 from 44,061
Change+1,326 (+3%)
Value$3.0M (-$64.4K)
Filed 2026-10-23
Avant Financial Advisors LLC
INCREASED
Shares43,476 from 42,149
Change+1,327 (+3%)
Value$2.9M (-$57.7K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares42,819 from 42,331
Change+488 (+1%)
Value$2.8M (-$114.0K)
Filed 2026-10-23
Long Island Wealth Management, Inc.
INCREASED
Shares42,123 from 35,343
Change+6,780 (+19%)
Value$2.8M (+$328.1K)
Filed 2026-10-20
TruNorth Capital Management, LLC
UNCHANGED
Shares41,892 from 41,892
Change0 (0%)
Value$2.8M (-$144.9K)
Filed 2026-10-14
Strathmore Capital Advisors, Inc.
INCREASED
Shares41,567 from 38,276
Change+3,291 (+9%)
Value$2.9M (+$155.6K)
Filed 2026-11-09
XY Planning Network, Inc.
DECREASED
Shares41,525 from 45,877
Change-4,352 (-9%)
Value$2.8M (-$447.9K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares40,436 from 39,700
Change+736 (+2%)
Value$2.7M (-$88.5K)
Filed 2026-10-07
Aerodigm Wealth, LLC
DECREASED
Shares40,231 from 41,577
Change-1,346 (-3%)
Value$2.7M (-$233.3K)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares39,564 from 32,038
Change+7,526 (+23%)
Value$2.6M (+$389.2K)
Filed 2026-10-22
Rockwood Wealth Management, LLC
INCREASED
Shares39,193 from 36,207
Change+2,986 (+8%)
Value$2.6M (+$73.1K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares38,348 from 39,340
Change-992 (-3%)
Value$2.5M (-$202.0K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares38,183 from 38,183
Change0 (0%)
Value$2.5M (-$132.1K)
Filed 2026-10-15
True Wealth Design, LLC
DECREASED
Shares37,945 from 40,114
Change-2,169 (-5%)
Value$2.5M (-$282.9K)
Filed 2026-10-13
Hutchinson Capital Management
DECREASED
Shares37,767 from 40,343
Change-2,576 (-6%)
Value$2.5M (-$310.7K)
Filed 2026-11-09
International Private Wealth Advisors LLC
INCREASED
Shares37,643 from 35,048
Change+2,595 (+7%)
Value$2.5M (+$51.2K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares37,209 from 387,111
Change-349,902 (-90%)
Value$2.5M (-$24.6M)
Filed 2026-11-05
Money Concepts Capital Corp
UNCHANGED
Shares37,139 from 37,139
Change0 (0%)
Value$2.5M (-$128.5K)
Filed 2026-11-06
Investmark Advisory Group LLC
DECREASED
Shares36,309 from 37,054
Change-745 (-2%)
Value$2.4M (-$177.6K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares35,853 from 35,853
Change0 (0%)
Value$2.4M (-$59.5K)
Filed 2026-10-13
Bessemer Group Inc
INCREASED
Shares35,325 from 21,668
Change+13,657 (+63%)
Value$2.3M (+$833.0K)
Filed 2026-11-09
Midwest Trust Co
DECREASED
Shares35,266 from 35,586
Change-320 (-1%)
Value$2.3M (-$144.4K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares35,003 from 36,365
Change-1,362 (-4%)
Value$2.3M (-$216.4K)
Filed 2026-10-26
Grove Street Fiduciary, LLC
DECREASED
Shares33,951 from 34,497
Change-546 (-2%)
Value$2.3M (-$155.6K)
Filed 2026-10-13
Abel Hall, LLC
UNCHANGED
Shares33,649 from 33,649
Change0 (0%)
Value$2.2M (-$116.4K)
Filed 2026-10-19
marrick wealth, LLC
DECREASED
Shares32,979 from 34,550
Change-1,571 (-5%)
Value$2.2M (-$223.9K)
Filed 2026-10-20
Navigate Wealth Management, LLC
DECREASED
Shares32,904 from 35,078
Change-2,174 (-6%)
Value$2.2M (-$263.4K)
Filed 2026-10-14
Clark Asset Management, LLC
INCREASED
Shares32,561 from 32,551
Change+10 (+0%)
Value$2.2M (-$111.9K)
Filed 2026-10-19
Heritage Investment Group, Inc.
DECREASED
Shares32,190 from 32,227
Change-37 (0%)
Value$2.1M (-$114.0K)
Filed 2026-11-03
Olistico Wealth, LLC
INCREASED
Shares31,601 from 31,036
Change+565 (+2%)
Value$2.1M (-$69.8K)
Filed 2026-10-05
LAM Group, Inc.
DECREASED
Shares31,456 from 31,603
Change-147 (0%)
Value$2.1M (-$119.1K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
DECREASED
Shares31,424 from 32,502
Change-1,078 (-3%)
Value$2.1M (-$184.1K)
Filed 2026-11-06
ARK & TLK Investments, LLC
UNCHANGED
Shares31,223 from 31,223
Change0 (0%)
Value$2.1M (-$108.0K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares31,222 from 16,372
Change+14,850 (+91%)
Value$2.1M (+$930.0K)
Filed 2026-10-13
HBE Wealth Management, LLC
DECREASED
Shares30,741 from 31,364
Change-623 (-2%)
Value$2.0M (-$149.9K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares29,450 from 29,474
Change-24 (0%)
Value$2.0M (-$103.6K)
Filed 2026-10-13
New Dimensions Wealth Management, LLC
DECREASED
Shares28,547 from 28,924
Change-377 (-1%)
Value$1.9M (-$125.1K)
Filed 2026-11-02
True North Advisors, LLC
UNCHANGED
Shares28,257 from 28,257
Change0 (0%)
Value$1.9M (-$97.8K)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares28,036 from 25,398
Change+2,638 (+10%)
Value$1.9M (+$87.4K)
Filed 2026-10-29
Melfa Wealth Management, Inc.
INCREASED
Shares27,480 from 24,360
Change+3,120 (+13%)
Value$1.8M (+$124.7K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares26,194 from 25,110
Change+1,084 (+4%)
Value$1.7M (-$14.8K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares26,016 from 26,004
Change+12 (+0%)
Value$1.7M (-$89.2K)
Filed 2026-10-02
25 LLC
INCREASED
Shares25,883 from 25,806
Change+77 (+0%)
Value$1.7M (-$84.2K)
Filed 2026-10-13
Meredith Wealth Planning
INCREASED
Shares25,224 from 25,177
Change+47 (+0%)
Value$1.7M (-$84.0K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED
Shares25,158 from 24,802
Change+356 (+1%)
Value$1.7M (-$62.2K)
Filed 2026-10-21
Renasant Bank
DECREASED
Shares24,872 from 25,324
Change-452 (-2%)
Value$1.7M (-$117.7K)
Filed 2026-11-05
Pandowealth. LLC
DECREASED
Shares24,805 from 25,540
Change-735 (-3%)
Value$1.7M (-$81.6K)
Filed 2026-11-09
Poinciana Advisors Group, LLC
DECREASED
Shares24,463 from 27,593
Change-3,130 (-11%)
Value$1.6M (-$303.4K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares24,447 from 22,008
Change+2,439 (+11%)
Value$1.6M (+$85.9K)
Filed 2026-11-03
55 North Private Wealth, LLC
UNCHANGED
Shares24,331 from 24,331
Change0 (0%)
Value$1.6M (-$84.2K)
Filed 2026-10-20
Virtue Asset Management LLC
UNCHANGED
Shares24,142 from 24,142
Change0 (0%)
Value$1.6M (-$83.5K)
Filed 2026-10-21
BOS Asset Management, LLC
DECREASED
Shares24,024 from 24,099
Change-75 (0%)
Value$1.6M (-$88.4K)
Filed 2026-10-09
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares23,967 from 27,819
Change-3,852 (-14%)
Value$1.6M (-$352.1K)
Filed 2026-10-16
Verus Wealth Management, LLC
INCREASED
Shares23,755 from 19,288
Change+4,467 (+23%)
Value$1.6M (+$230.1K)
Filed 2026-10-13
Quarry Hill Advisors, LLC
DECREASED
Shares23,440 from 29,565
Change-6,125 (-21%)
Value$1.6M (-$509.3K)
Filed 2026-11-04
IFG Advisors, LLC
DECREASED
Shares22,974 from 24,489
Change-1,515 (-6%)
Value$1.5M (-$185.4K)
Filed 2026-10-15
Silver OAK Securities, Incorporated
INCREASED
Shares22,783 from 22,251
Change+532 (+2%)
Value$1.6M (+$9.4K)
Filed 2026-11-09
Copper Harbor Investment Advisors, LLC
INCREASED
Shares22,718 from 22,662
Change+56 (+0%)
Value$1.5M (-$74.7K)
Filed 2026-10-16
Websterrogers Financial Advisors, LLC
DECREASED
Shares22,330 from 22,458
Change-128 (-1%)
Value$1.5M (-$86.3K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares22,171 from 22,710
Change-539 (-2%)
Value$1.5M (-$114.4K)
Filed 2026-10-07
Krilogy Financial LLC
INCREASED
Shares22,077 from 21,131
Change+946 (+4%)
Value$1.5M (+$11.4K)
Filed 2026-10-13
Kondo Wealth Advisors, Inc.
DECREASED
Shares22,056 from 22,198
Change-142 (-1%)
Value$1.5M (-$86.1K)
Filed 2026-10-19
McGrath & Associates, Inc.
INCREASED
Shares21,346 from 21,327
Change+19 (+0%)
Value$1.4M (-$72.5K)
Filed 2026-10-27
Silver Oak Advisory Group, Inc.
INCREASED
Shares20,594 from 20,257
Change+337 (+2%)
Value$1.4M (-$46.8K)
Filed 2026-11-06
Balboa Wealth Partners
DECREASED
Shares20,456 from 21,006
Change-550 (-3%)
Value$1.4M (-$109.2K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares20,410 from 21,853
Change-1,443 (-7%)
Value$1.4M (-$171.5K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares19,966 from 18,090
Change+1,876 (+10%)
Value$1.3M (+$62.0K)
Filed 2026-10-16
Intergy Private Wealth, LLC
UNCHANGED
Shares19,868 from 19,868
Change0 (0%)
Value$1.3M (-$68.7K)
Filed 2026-10-16
Mattern Capital Management, LLC
INCREASED
Shares19,785 from 17,319
Change+2,466 (+14%)
Value$1.3M (+$103.9K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares19,777 from 21,237
Change-1,460 (-7%)
Value$1.3M (-$170.5K)
Filed 2026-10-08
L.K. Benson & Company, P.C.
DECREASED
Shares19,670 from 20,280
Change-610 (-3%)
Value$1.3M (-$110.7K)
Filed 2026-10-23
Lodestar Private Asset Management LLC
NEW
Shares19,292
Change+19,292
Value$1.3M
Filed 2026-10-26
Forza Wealth Management, LLC
INCREASED
Shares19,010 from 17,010
Change+2,000 (+12%)
Value$1.3M (+$74.0K)
Filed 2026-10-20
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares18,553 from 18,619
Change-66 (0%)
Value$1.2M (-$68.8K)
Filed 2026-10-27
Willner & Heller, LLC
DECREASED
Shares18,453 from 18,910
Change-457 (-2%)
Value$1.2M (-$95.8K)
Filed 2026-10-28
PFG Advisors
INCREASED
Shares18,279 from 15,335
Change+2,944 (+19%)
Value$1.2M (+$142.5K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares18,087 from 18,124
Change-37 (0%)
Value$1.2M (-$65.2K)
Filed 2026-10-28
Vannoy Advisory Group, Inc.
DECREASED
Shares18,067 from 18,292
Change-225 (-1%)
Value$1.2M (-$78.2K)
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares17,885 from 17,885
Change0 (0%)
Value$1.2M (-$61.9K)
Filed 2026-11-05
Foundation Wealth Management, Llc\pa
DECREASED
Shares17,884 from 22,543
Change-4,659 (-21%)
Value$1.2M (-$387.6K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares17,547 from 20,096
Change-2,549 (-13%)
Value$1.2M (-$238.9K)
Filed 2026-10-16
BetterWealth, LLC
UNCHANGED
Shares17,488 from 17,488
Change0 (0%)
Value$1.2M (-$60.5K)
Filed 2026-10-15
Aurelius Family Office LLC
UNCHANGED
Shares17,369 from 17,369
Change0 (0%)
Value$1.2M (-$60.1K)
Filed 2026-10-23
Grand Wealth Management, LLC
DECREASED
Shares17,070 from 17,402
Change-332 (-2%)
Value$1.1M (-$82.3K)
Filed 2026-11-09
Kavar Capital Partners Group, LLC
UNCHANGED
Shares16,876 from 16,876
Change0 (0%)
Value$1.1M (-$58.4K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares16,803 from 22,051
Change-5,248 (-24%)
Value$1.1M (-$425.0K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares16,687 from 16,679
Change+8 (+0%)
Value$1.1M (-$34.3K)
Filed 2026-10-09
Warwick Investment Management, Inc.
UNCHANGED
Shares16,281 from 16,281
Change0 (0%)
Value$1.1M (-$56.3K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares15,790 from 13,069
Change+2,721 (+21%)
Value$1.1M (+$177.3K)
Filed 2026-10-27
Staley Capital Advisers Inc
INCREASED
Shares15,749 from 7,383
Change+8,366 (+113%)
Value$1.0M (+$530.3K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares15,340 from 15,335
Change+5 (+0%)
Value$1.0M (-$52.7K)
Filed 2026-11-03
rebel Financial LLC
DECREASED
Shares15,117 from 15,455
Change-338 (-2%)
Value$1.0M (-$75.9K)
Filed 2026-11-04
Nautilus Advisors LLC
DECREASED
Shares14,785 from 14,972
Change-187 (-1%)
Value$982.3K (-$60.5K)
Filed 2026-10-07
Cypress Wealth Services, LLC
INCREASED
Shares14,736 from 14,731
Change+5 (+0%)
Value$1.0M (-$28.3K)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
DECREASED
Shares14,677 from 15,118
Change-441 (-3%)
Value$975.1K (+$75.0K)
Filed 2026-11-03
Falcon Wealth Planning
DECREASED
Shares14,236 from 14,516
Change-280 (-2%)
Value$945.8K (-$68.8K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares13,936 from 13,899
Change+37 (+0%)
Value$925.9K (-$45.6K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares13,932 from 13,946
Change-14 (0%)
Value$925.6K (-$49.2K)
Filed 2026-10-14
Peirce Capital Management, LLC
DECREASED
Shares13,913 from 15,757
Change-1,844 (-12%)
Value$924.4K (-$177.0K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares13,891 from 13,891
Change0 (0%)
Value$922.9K (-$48.1K)
Filed 2026-10-21
Granville Capital, Inc.
NEW
Shares13,586
Change+13,586
Value$902.7K
Filed 2026-11-05
LJI Wealth Management, LLC
DECREASED
Shares13,541 from 18,731
Change-5,190 (-28%)
Value$899.7K (-$409.6K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares13,522
Change+13,522
Value$898.4K
Filed 2026-10-21
Financial Symmetry Inc
INCREASED
Shares12,992 from 12,989
Change+3 (+0%)
Value$863.2K (-$44.2K)
Filed 2026-10-06
Tandemgrowth Financial Advisors LLC
DECREASED
Shares12,965 from 13,178
Change-213 (-2%)
Value$861.4K (-$59.7K)
Filed 2026-11-05
WoodTrust Financial Corp
UNCHANGED
Shares12,851 from 12,851
Change0 (0%)
Value$854.0K (-$44.0K)
Filed 2026-10-09
Donalies Financial Planning, LLC
UNCHANGED
Shares12,825 from 12,825
Change0 (0%)
Value$852.1K (-$44.3K)
Filed 2026-10-19
BCR Wealth Strategies, LLC
UNCHANGED
Shares12,802 from 12,802
Change0 (0%)
Value$850.6K (-$43.4K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares12,505 from 10,766
Change+1,739 (+16%)
Value$830.8K (+$78.3K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares12,479 from 12,094
Change+385 (+3%)
Value$829.1K (-$16.3K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares12,460 from 11,767
Change+693 (+6%)
Value$827.9K (+$5.4K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
DECREASED
Shares12,399 from 12,883
Change-484 (-4%)
Value$823.8K (-$76.7K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares12,342
Change+12,342
Value$820.0K
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares12,292 from 11,111
Change+1,181 (+11%)
Value$816.7K (+$40.0K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
DECREASED
Shares12,186 from 12,199
Change-13 (0%)
Value$809.6K (-$43.1K)
Filed 2026-11-06
Washington Trust Co
UNCHANGED
Shares11,993 from 11,993
Change0 (0%)
Value$796.8K (-$41.5K)
Filed 2026-10-22
Vilga Financial Planning LLC
UNCHANGED
Shares11,970 from 11,970
Change0 (0%)
Value$795.3K (-$41.4K)
Filed 2026-10-09
Shira Ridge Wealth Management
DECREASED
Shares11,831 from 13,004
Change-1,173 (-9%)
Value$786.1K (-$122.9K)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares11,787 from 11,787
Change0 (0%)
Value$783.1K (-$40.8K)
Filed 2026-10-05
Smith Chas P & Associates PA Cpas
DECREASED
Shares11,507 from 11,607
Change-100 (-1%)
Value$782.2K (-$29.1K)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares11,314 from 11,314
Change0 (0%)
Value$751.7K (-$39.1K)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares10,852 from 15,816
Change-4,964 (-31%)
Value$721.0K (-$384.5K)
Filed 2026-11-04
Cascade Wealth Advisors, Inc
INCREASED
Shares10,755 from 10,748
Change+7 (+0%)
Value$738.7K (-$34.9K)
Filed 2026-11-09
Approach Retirement Advisors, LLC
DECREASED
Shares10,631 from 10,703
Change-72 (-1%)
Value$706.3K (-$41.8K)
Filed 2026-10-22
CPA Asset Management Group, LLC
DECREASED
Shares10,217 from 10,586
Change-369 (-3%)
Value$678.8K (-$61.1K)
Filed 2026-10-26
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares10,183 from 10,183
Change0 (0%)
Value$676.6K (-$35.2K)
Filed 2026-10-13
Seamount Financial Group Inc
NEW
Shares9,859
Change+9,859
Value$655.0K
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares9,743 from 11,328
Change-1,585 (-14%)
Value$647.3K (-$144.5K)
Filed 2026-11-04
RAM Investment Partners, LLC
DECREASED
Shares9,682 from 9,732
Change-50 (-1%)
Value$643.3K (-$37.0K)
Filed 2026-10-21
Arista Wealth Management, LLC
UNCHANGED
Shares9,636 from 9,636
Change0 (0%)
Value$640.2K (-$33.3K)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares9,546 from 9,470
Change+76 (+1%)
Value$634.2K (-$27.7K)
Filed 2026-10-19
IFG Advisory, LLC
INCREASED
Shares9,481 from 7,305
Change+2,176 (+30%)
Value$629.9K (+$119.3K)
Filed 2026-11-09
Berkeley, Inc
DECREASED
Shares9,439 from 10,028
Change-589 (-6%)
Value$627.1K (-$73.8K)
Filed 2026-10-20
HBK Sorce Advisory LLC
INCREASED
Shares9,413 from 9,412
Change+1 (+0%)
Value$648.6K (-$29.2K)
Filed 2026-11-06
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares9,358 from 9,358
Change0 (0%)
Value$621.7K (-$32.4K)
Filed 2026-10-19
Simon Quick Advisors, LLC
UNCHANGED
Shares9,266 from 9,266
Change0 (0%)
Value$615.6K (-$32.1K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,240 from 9,209
Change+31 (+0%)
Value$613.9K (-$29.8K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares9,151 from 9,191
Change-40 (0%)
Value$608.0K (-$34.0K)
Filed 2026-10-22
Tenet Wealth Partners, LLC
UNCHANGED
Shares9,085 from 9,085
Change0 (0%)
Value$603.6K (-$39.3K)
Filed 2026-10-19
Diversify Wealth Management, LLC
DECREASED
Shares9,073 from 9,480
Change-407 (-4%)
Value$617.8K (-$53.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares9,073 from 9,480
Change-407 (-4%)
Value$617.8K (-$53.2K)
Filed 2026-10-20
GenTrust, LLC
DECREASED
Shares8,990 from 11,082
Change-2,092 (-19%)
Value$597.3K (-$177.3K)
Filed 2026-11-06
Geneos Wealth Management Inc.
UNCHANGED
Shares8,789 from 8,789
Change0 (0%)
Value$583.9K (-$30.4K)
Filed 2026-11-09
Alkeme Wealth, LLC
INCREASED
Shares8,784 from 8,752
Change+32 (+0%)
Value$583.6K (-$28.2K)
Filed 2026-10-08
High Probability Advisors, LLC
UNCHANGED
Shares8,672 from 8,672
Change0 (0%)
Value$576.2K (-$30.0K)
Filed 2026-10-19
Maseco LLP
DECREASED
Shares8,543 from 10,140
Change-1,597 (-16%)
Value$567.4K (-$141.1K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares8,449 from 7,406
Change+1,043 (+14%)
Value$561.4K (+$43.7K)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares8,430 from 8,255
Change+175 (+2%)
Value$560.1K (-$16.9K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares8,430 from 8,255
Change+175 (+2%)
Value$560.1K (-$16.9K)
Filed 2026-11-09
Kathmere Capital Management, LLC
UNCHANGED
Shares8,117 from 8,117
Change0 (0%)
Value$539.3K (-$28.1K)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares8,033 from 7,705
Change+328 (+4%)
Value$533.7K (-$4.9K)
Filed 2026-11-06
Old Peak Finance LLC
INCREASED
Shares7,872 from 7,304
Change+568 (+8%)
Value$523.0K (+$12.5K)
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares7,833 from 7,554
Change+279 (+4%)
Value$520.4K (-$7.6K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares7,825 from 7,485
Change+340 (+5%)
Value$519.9K (-$3.3K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares7,736 from 4,021
Change+3,715 (+92%)
Value$514.0K (+$232.9K)
Filed 2026-10-29
Intrua Financial, LLC
INCREASED
Shares7,559 from 7,558
Change+1 (+0%)
Value$502.2K (-$26.1K)
Filed 2026-10-28
Ridgewood Investments LLC
INCREASED
Shares7,528 from 7,513
Change+15 (+0%)
Value$500.1K (-$25.0K)
Filed 2026-10-05
M.E. Allison & Co., Inc.
INCREASED
Shares7,451 from 7,448
Change+3 (+0%)
Value$495.0K (-$25.6K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,254 from 6,947
Change+307 (+4%)
Value$482.0K (-$3.6K)
Filed 2026-11-05
Clayton Financial Group LLC
DECREASED
Shares7,236 from 7,939
Change-703 (-9%)
Value$480.8K (-$74.2K)
Filed 2026-10-13
Stevens Capital Partners
DECREASED
Shares7,169 from 7,251
Change-82 (-1%)
Value$476.3K (-$30.5K)
Filed 2026-10-29
DBK Financial Counsel, LLC
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$475.0K (-$24.7K)
Filed 2026-10-13
Lee Financial Co
INCREASED
Shares7,149 from 6,969
Change+180 (+3%)
Value$475.0K (-$12.2K)
Filed 2026-10-16
Oakworth Capital, Inc.
UNCHANGED
Shares6,799 from 6,799
Change0 (0%)
Value$451.7K (-$23.5K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares6,796 from 6,797
Change-1 (0%)
Value$451.5K (-$23.5K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares6,778 from 7,095
Change-317 (-4%)
Value$450.3K (-$58.1K)
Filed 2026-10-26
St. Louis Trust Co
UNCHANGED
Shares6,762 from 6,762
Change0 (0%)
Value$449.3K (+$27.4K)
Filed 2026-11-03
Busey Bank
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$445.1K (-$23.2K)
Filed 2026-10-26
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares6,693 from 6,693
Change0 (0%)
Value$444.7K (-$23.2K)
Filed 2026-10-22
Mission Financial Group, LLC
DECREASED
Shares6,621 from 9,309
Change-2,688 (-29%)
Value$439.9K (-$210.8K)
Filed 2026-10-21
Well Done, LLC
DECREASED
Shares6,546 from 6,623
Change-77 (-1%)
Value$434.9K (-$28.0K)
Filed 2026-10-20
Merited Wealth, LLC
DECREASED
Shares6,526 from 7,000
Change-474 (-7%)
Value$433.6K (-$55.7K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares6,493 from 8,230
Change-1,737 (-21%)
Value$431.4K (-$143.9K)
Filed 2026-10-22
Keener Financial Planning LLC
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$413.6K (-$21.4K)
Filed 2026-11-06
Fonville Wealth Management LLC
NEW
Shares6,208
Change+6,208
Value$412.5K
Filed 2026-10-28
MBM Wealth Consultants, LLC
UNCHANGED
Shares6,189 from 6,189
Change0 (0%)
Value$411.2K (-$21.4K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED
Shares6,048 from 309
Change+5,739 (+1857%)
Value$275.6K (+$254.1K)
Filed 2026-10-30
BCO Wealth Management LLC
DECREASED
Shares5,998 from 6,184
Change-186 (-3%)
Value$398.5K (-$33.8K)
Filed 2026-10-14
Syverson Strege & Co
DECREASED
Shares5,941 from 5,942
Change-1 (0%)
Value$394.7K (-$20.6K)
Filed 2026-11-02
WMG Financial Advisors, LLC
UNCHANGED
Shares5,851 from 5,851
Change0 (0%)
Value$409.0K ($0)
Filed 2026-10-28
Wealth Advisors Northwest LLC
INCREASED
Shares5,837 from 5,824
Change+13 (+0%)
Value$387.8K (-$19.3K)
Filed 2026-10-29
Everest Financial Group LLC
INCREASED
Shares5,831 from 5,692
Change+139 (+2%)
Value$387.4K (-$10.5K)
Filed 2026-11-06
Hartmann Taylor Wealth Management, LLC
UNCHANGED
Shares5,819 from 5,819
Change0 (0%)
Value$386.6K (+$23.2K)
Filed 2026-10-14
Accredited Investor Services, LLC
UNCHANGED
Shares5,814 from 5,814
Change0 (0%)
Value$386.3K (-$20.1K)
Filed 2026-10-22
Vision Capital Management, Inc.
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$378.6K (-$19.7K)
Filed 2026-10-20
Verus Financial Partners, Inc.
UNCHANGED
Shares5,678 from 5,678
Change0 (0%)
Value$377.2K (-$19.6K)
Filed 2026-10-29
Collective Family Office LLC
UNCHANGED
Shares5,658 from 5,658
Change0 (0%)
Value$375.9K (-$19.6K)
Filed 2026-10-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares5,600 from 3,800
Change+1,800 (+47%)
Value$372.0K (+$106.0K)
Filed 2026-11-02
Yoder Wealth Management, Inc.
UNCHANGED
Shares5,541 from 5,541
Change0 (0%)
Value$368.1K (-$19.2K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares5,501 from 5,500
Change+1 (+0%)
Value$365.5K (-$18.9K)
Filed 2026-10-07
Amarillo National Bank
UNCHANGED
Shares5,455 from 5,455
Change0 (0%)
Value$362.4K (-$18.9K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
DECREASED
Shares5,434 from 5,464
Change-30 (-1%)
Value$361.1K (-$20.9K)
Filed 2026-10-14
Goldstein Advisors, LLC
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$352.8K (-$18.4K)
Filed 2026-10-15
Towneley Capital Management, Inc / de
INCREASED
Shares5,295 from 5,276
Change+19 (+0%)
Value$351.8K (-$17.0K)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares5,286 from 5,283
Change+3 (+0%)
Value$351.2K (-$18.0K)
Filed 2026-11-03
Fisher Asset Management, LLC
NEW
Shares5,271
Change+5,271
Value$350.3K
Filed 2026-11-06
Hudock, Inc.
INCREASED
Shares5,246 from 5,220
Change+26 (+1%)
Value$348.6K (-$16.3K)
Filed 2026-10-14
Oath Planning, LLC
DECREASED
Shares5,232 from 5,301
Change-69 (-1%)
Value$347.6K (-$22.9K)
Filed 2026-10-20
Mustard Seed Financial, LLC
UNCHANGED
Shares5,204 from 5,204
Change0 (0%)
Value$345.8K (-$18.0K)
Filed 2026-10-30
Peavine Capital, LLC
UNCHANGED
Shares5,188 from 5,188
Change0 (0%)
Value$344.7K (-$18.0K)
Filed 2026-10-13
One Way Holdings LLC
INCREASED
Shares5,136 from 3,881
Change+1,255 (+32%)
Value$341.2K (+$70.0K)
Filed 2026-10-29
FinDec Wealth Services, Inc.
DECREASED
Shares5,092 from 5,132
Change-40 (-1%)
Value$338.3K (-$20.4K)
Filed 2026-10-30
Moss Adams Wealth Advisors LLC
INCREASED
Shares5,057 from 5,039
Change+18 (+0%)
Value$336.0K (-$16.2K)
Filed 2026-10-28
Integrated Advisors Network LLC
UNCHANGED
Shares5,039 from 5,039
Change0 (0%)
Value$334.8K (-$17.4K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares5,029 from 4,585
Change+444 (+10%)
Value$334.2K (+$13.7K)
Filed 2026-10-16
Angeles Wealth Management, LLC
DECREASED
Shares5,018 from 7,938
Change-2,920 (-37%)
Value$333.4K (-$221.5K)
Filed 2026-10-26
Tranquility Partners, LLC
INCREASED
Shares5,015 from 4,947
Change+68 (+1%)
Value$333.2K (-$12.6K)
Filed 2026-10-20
Stolz & Associates, PS
DECREASED
Shares5,011 from 6,893
Change-1,882 (-27%)
Value$332.9K (-$148.9K)
Filed 2026-11-05
Smith Partners Wealth Management, LLC
UNCHANGED
Shares4,802 from 4,802
Change0 (0%)
Value$319.0K (-$16.6K)
Filed 2026-11-05
VestGen Advisors, LLC
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$315.6K (-$16.4K)
Filed 2026-10-27
Oder Investment Management, LLC
INCREASED
Shares4,745 from 4,435
Change+310 (+7%)
Value$315.3K (+$5.3K)
Filed 2026-11-09
Clarity Capital Advisors, LLC
UNCHANGED
Shares4,697 from 4,697
Change0 (0%)
Value$312.1K (-$16.3K)
Filed 2026-10-27
Gryphon Financial Partners LLC
UNCHANGED
Shares4,686 from 4,686
Change0 (0%)
Value$311.3K (-$16.2K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$308.9K (-$16.1K)
Filed 2026-10-23
Third View Private Wealth, LLC
UNCHANGED
Shares4,638 from 4,638
Change0 (0%)
Value$308.1K (-$16.0K)
Filed 2026-10-30
Coldstream Capital Management Inc
NEW
Shares4,383
Change+4,383
Value$291.2K
Filed 2026-11-09
Woodside Wealth Management LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$287.0K (-$14.9K)
Filed 2026-10-16
Jnba Financial Advisors
NEW
Shares4,316
Change+4,316
Value$286.8K
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$279.0K (-$14.5K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED
Shares4,144 from 4,144
Change0 (0%)
Value$275.3K (-$14.3K)
Filed 2026-10-21
Flagstone Financial Management
UNCHANGED
Shares4,113 from 4,113
Change0 (0%)
Value$273.3K (-$14.2K)
Filed 2026-11-05
SilverOak Wealth Management LLC
UNCHANGED
Shares4,094 from 4,094
Change0 (0%)
Value$272.0K (-$14.2K)
Filed 2026-10-29
Drive Wealth Management, LLC
INCREASED
Shares4,086 from 4,084
Change+2 (+0%)
Value$271.5K (-$14.0K)
Filed 2026-11-09
Mokosak Advisory Group, LLC
INCREASED
Shares4,080 from 4,066
Change+14 (+0%)
Value$271.1K (-$13.1K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares4,049 from 23,336
Change-19,287 (-83%)
Value$269.0K (-$1.4M)
Filed 2026-10-26
Heffernan Advisory, Inc
INCREASED
Shares4,041 from 4,029
Change+12 (+0%)
Value$268.5K (-$13.1K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares4,032 from 3,336
Change+696 (+21%)
Value$267.9K (+$34.7K)
Filed 2026-10-26
Core Wealth Management, Inc.
UNCHANGED
Shares4,025 from 4,025
Change0 (0%)
Value$267.4K (-$13.9K)
Filed 2026-10-22
Pacifica Partners Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$267.8K (-$7.6K)
Filed 2026-10-09
Nova R Wealth, Inc.
INCREASED
Shares3,977 from 3,963
Change+14 (+0%)
Value$264.2K (-$12.8K)
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares3,967 from 3,654
Change+313 (+9%)
Value$263.6K (+$8.2K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares3,909 from 3,969
Change-60 (-2%)
Value$259.7K (-$17.7K)
Filed 2026-10-22
GoalVest Advisory LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$259.1K (-$13.5K)
Filed 2026-10-02
FF Advisors,LLC
UNCHANGED
Shares3,868 from 3,868
Change0 (0%)
Value$257.0K (-$13.4K)
Filed 2026-10-21
Cypress Point Wealth Management, LLC
INCREASED
Shares3,822 from 3,817
Change+5 (+0%)
Value$254.0K (-$12.8K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
DECREASED
Shares3,763 from 3,983
Change-220 (-6%)
Value$250.0K (-$28.4K)
Filed 2026-11-04
Fermata Advisors, LLC
INCREASED
Shares3,753 from 3,740
Change+13 (+0%)
Value$249.4K (-$12.0K)
Filed 2026-10-13
Private Advisory Group LLC
UNCHANGED
Shares3,734 from 3,734
Change0 (0%)
Value$248.1K (-$12.9K)
Filed 2026-11-06
Western Wealth Management, LLC
UNCHANGED
Shares3,718 from 3,718
Change0 (0%)
Value$247.0K (-$12.9K)
Filed 2026-11-09
Prism Planning Partners LLC
DECREASED
Shares3,637 from 3,692
Change-55 (-1%)
Value$241.6K (-$16.4K)
Filed 2026-10-27
One Day In July LLC
INCREASED
Shares3,616 from 3,277
Change+339 (+10%)
Value$240.3K (+$11.2K)
Filed 2026-10-30
CGN Advisors LLC
DECREASED
Shares3,591 from 4,025
Change-434 (-11%)
Value$238.6K (-$42.8K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares3,581 from 3,576
Change+5 (+0%)
Value$237.9K (-$12.0K)
Filed 2026-10-22
Ironwood Financial, llc
UNCHANGED
Shares3,578 from 3,578
Change0 (0%)
Value$237.7K (-$11.6K)
Filed 2026-10-20
Integrity Investment Advisors, LLC
UNCHANGED
Shares3,524 from 3,524
Change0 (0%)
Value$234.1K (-$12.2K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
UNCHANGED
Shares3,479 from 3,479
Change0 (0%)
Value$231.1K (-$12.0K)
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares3,471 from 3,471
Change0 (0%)
Value$230.6K (-$12.0K)
Filed 2026-10-30
Two West Capital Advisors LLC
DECREASED
Shares3,405 from 3,475
Change-70 (-2%)
Value$228.3K (-$14.8K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares3,381 from 3,261
Change+120 (+4%)
Value$224.6K (-$3.3K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$222.0K (-$11.6K)
Filed 2026-10-23
Weil Company, Inc.
UNCHANGED
Shares3,312 from 3,312
Change0 (0%)
Value$220.0K (-$11.5K)
Filed 2026-10-14
Secure Asset Management, LLC
DECREASED
Shares3,300 from 9,100
Change-5,800 (-64%)
Value$219.3K (-$416.8K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
UNCHANGED
Shares3,296 from 3,296
Change0 (0%)
Value$219.0K (-$11.4K)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$218.3K (-$11.4K)
Filed 2026-10-26
Sage Rhino Capital LLC
UNCHANGED
Shares3,254 from 3,254
Change0 (0%)
Value$216.2K (-$11.3K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
NEW
Shares3,252
Change+3,252
Value$216.5K
Filed 2026-11-09
Financial Concepts Unlimited, Inc.
UNCHANGED
Shares3,204 from 3,204
Change0 (0%)
Value$212.9K (-$11.1K)
Filed 2026-11-06
Sterling Financial Planning, Inc.
INCREASED
Shares3,200 from 3,194
Change+6 (+0%)
Value$212.6K (-$10.7K)
Filed 2026-10-28
M Wealth Management, LLC
NEW
Shares3,141
Change+3,141
Value$208.7K
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares3,132 from 3,216
Change-84 (-3%)
Value$208.1K (-$16.7K)
Filed 2026-10-29
Prudent Investor Advisors, LLC
NEW
Shares3,100
Change+3,100
Value$206.0K
Filed 2026-10-22
GEM Asset Management, LLC
INCREASED
Shares3,093 from 3,082
Change+11 (+0%)
Value$205.5K (-$9.9K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
INCREASED
Shares3,090 from 3,085
Change+5 (+0%)
Value$205.0K (-$10.0K)
Filed 2026-10-21
Invariant Investment Management
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$209.4K (-$6.2K)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares3,049
Change+3,049
Value$202.6K
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares2,987 from 2,976
Change+11 (+0%)
Value$211.1K (+$616)
Filed 2026-11-05
SBK Financial, Inc.
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$176.9K (-$9.2K)
Filed 2026-11-02
Colony Family Offices, LLC
NEW
Shares2,527
Change+2,527
Value$167.9K
Filed 2026-10-22
Motco
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$156.3K (-$8.1K)
Filed 2026-11-09
UMB Bank, n.a.
DECREASED
Shares2,314 from 2,987
Change-673 (-23%)
Value$153.7K (-$55.0K)
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares2,306 from 2,303
Change+3 (+0%)
Value$153.2K (-$7.8K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$148.7K (-$7.7K)
Filed 2026-10-07
Clearstead Advisors, LLC
UNCHANGED
Shares2,182 from 2,182
Change0 (0%)
Value$145.0K (-$7.5K)
Filed 2026-11-06
BankChampaign, National Association
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$137.1K (-$7.1K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares1,932 from 1,935
Change-3 (0%)
Value$128.3K (-$6.9K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,858 from 3,175
Change-1,317 (-41%)
Value$123.4K (-$98.5K)
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares1,747
Change+1,747
Value$116.1K
Filed 2026-10-29
Hantz Financial Services, Inc.
INCREASED
Shares1,553 from 1,442
Change+111 (+8%)
Value$103.0K (+$2.0K)
Filed 2026-11-09
Coston, McIsaac & Partners
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$93.1K (-$3.9K)
Filed 2026-11-06
Center for Financial Planning, Inc.
INCREASED
Shares1,361 from 1,300
Change+61 (+5%)
Value$90.4K (-$446)
Filed 2026-10-26
KFG LLC
NEW
Shares1,343
Change+1,343
Value$89.2K
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$86.4K (-$4.5K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$82.2K (-$4.3K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$81.9K (-$4.3K)
Filed 2026-10-28
John A. Wolfe & Associates, Inc.
INCREASED
Shares1,171 from 1,167
Change+4 (+0%)
Value$77.9K (-$3.8K)
Filed 2026-11-06
Trifecta Capital Advisors, LLC
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$74.1K (-$3.9K)
Filed 2026-10-21
Concord Wealth Partners
INCREASED
Shares1,079 from 288
Change+791 (+275%)
Value$71.7K (+$51.5K)
Filed 2026-11-02
Avion Wealth
NEW
Shares1,065
Change+1,065
Value$70
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$70.6K (-$3.7K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$64.8K (-$3.4K)
Filed 2026-10-30
Downshift Financial, LLC
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$62.9K (-$3.3K)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares928
Change+928
Value$61.7K
Filed 2026-10-28
Farmers & Merchants Investments Inc
NEW
Shares911
Change+911
Value$60.5K
Filed 2026-10-22
IAG Wealth Partners, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$56.6K (-$2.9K)
Filed 2026-11-06
Peterson Wealth Management
INCREASED
Shares821 from 818
Change+3 (+0%)
Value$54.6K (-$2.6K)
Filed 2026-11-06
Centennial Bank
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$53.6K (-$2.8K)
Filed 2026-11-09
Steph & Co
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$47.2K (-$2.5K)
Filed 2026-10-07
Birch Financial Group, LLC
NEW
Shares676
Change+676
Value$44.9K
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$41.0K (-$2.1K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares544 from 490
Change+54 (+11%)
Value$36.1K (+$1.9K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$33.0K (-$1.7K)
Filed 2026-10-16
Independence Bank of Kentucky
NEW
Shares448
Change+448
Value$29.8K
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$25.0K (-$1.3K)
Filed 2026-10-28
Community Financial Services Group, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$24.0K (-$925)
Filed 2026-10-15
MV Capital Management, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$20.9K (-$1.1K)
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.3K (-$642)
Filed 2026-11-02
Pittenger & Anderson Inc
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$16.8K (-$877)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares170 from 398
Change-228 (-57%)
Value$11.3K (-$16.5K)
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares95
Change+95
Value$6.3K
Filed 2026-11-06
Simplex Trading, LLC
NEW
Shares78
Change+78
Value$5.2K
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$3.8K (-$197)
Filed 2026-10-21
Winch Advisory Services, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.9K (-$142)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.4K (-$125)
Filed 2026-10-20
N.E.W. Advisory Services LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.1K (-$107)
Filed 2026-11-09
Nemes Rush Group LLC
NEW
Shares13
Change+13
Value$864
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$333 (-$17)
Filed 2026-10-23
Citigroup Inc
NEW
Shares2
Change+2
Value$133
Filed 2026-11-04
HighTower Advisors, LLC
CLOSED
Shares0 from 1,785,984
Change-1,785,984 (-100%)
Value$0 (-$124.8M)
Filed 2026-11-10
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 554,562
Change-554,562 (-100%)
Value$0 (-$38.8M)
Filed 2026-11-05
TFO Wealth Partners, LLC
CLOSED
Shares0 from 381,720
Change-381,720 (-100%)
Value$0 (-$26.7M)
Filed 2026-11-09
Choreo, LLC
CLOSED
Shares0 from 343,578
Change-343,578 (-100%)
Value$0 (-$24.0M)
Filed 2026-10-28
Kelly Financial Group LLC
CLOSED
Shares0 from 329,931
Change-329,931 (-100%)
Value$0 (-$23.1M)
Filed 2026-10-16
Prism Advisors, Inc.
CLOSED
Shares0 from 293,957
Change-293,957 (-100%)
Value$0 (-$20.5M)
Filed 2026-10-09
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 225,571
Change-225,571 (-100%)
Value$0 (-$15.8M)
Filed 2026-10-13
Aspiriant, LLC
CLOSED
Shares0 from 188,313
Change-188,313 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-16
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 185,194
Change-185,194 (-100%)
Value$0 (-$12.9M)
Filed 2026-10-20
Avondale Wealth Management
CLOSED
Shares0 from 146,346
Change-146,346 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-15
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 134,622
Change-134,622 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-21
Highland Investment Advisors LLC
CLOSED
Shares0 from 134,493
Change-134,493 (-100%)
Value$0 (-$9.4M)
Filed 2026-11-09
Scratch Capital LLC
CLOSED
Shares0 from 131,831
Change-131,831 (-100%)
Value$0 (-$9.2M)
Filed 2026-11-02
Watershed Private Wealth LLC
CLOSED
Shares0 from 114,095
Change-114,095 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-30
Studio Investment Management LLC
CLOSED
Shares0 from 90,520
Change-90,520 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-22
Gibson Capital, LLC
CLOSED
Shares0 from 88,993
Change-88,993 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-23
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 87,115
Change-87,115 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-21
Porter White Investment Advisors, Inc.
CLOSED
Shares0 from 81,639
Change-81,639 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-14
HB Wealth Management, LLC
CLOSED
Shares0 from 81,546
Change-81,546 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-23
B&D White Capital Company, LLC
CLOSED
Shares0 from 77,213
Change-77,213 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-02
Certified Advisory Corp
CLOSED
Shares0 from 76,187
Change-76,187 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-29
Fortitude Family Office, LLC
CLOSED
Shares0 from 73,148
Change-73,148 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 71,642
Change-71,642 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-26
Ares Financial Consulting, LLC
CLOSED
Shares0 from 71,147
Change-71,147 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-19
Thayer Financial, L.L.C.
CLOSED
Shares0 from 58,801
Change-58,801 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 56,377
Change-56,377 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-04
Freedom Investment Management, Inc.
CLOSED
Shares0 from 53,524
Change-53,524 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-09
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 53,206
Change-53,206 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-03
Strategic Blueprint, LLC
CLOSED
Shares0 from 30,881
Change-30,881 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-22
Root Financial Partners, LLC
CLOSED
Shares0 from 30,205
Change-30,205 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-21
Lodestone Wealth Management LLC
CLOSED
Shares0 from 27,372
Change-27,372 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-14
Legacy Financial Advisors, Inc.
CLOSED
Shares0 from 25,822
Change-25,822 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-09
Aspirean Wealth, LLC
CLOSED
Shares0 from 23,728
Change-23,728 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Harbour Investments, Inc.
CLOSED
Shares0 from 21,189
Change-21,189 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-09
Partners in Financial Planning
CLOSED
Shares0 from 18,138
Change-18,138 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
MB Generational Wealth, LLC
CLOSED
Shares0 from 16,911
Change-16,911 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-09
Capital Investment Advisors, LLC
CLOSED
Shares0 from 14,867
Change-14,867 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-22
Good Harbor Advisors, Inc.
CLOSED
Shares0 from 13,561
Change-13,561 (-100%)
Value$0 (-$947.9K)
Filed 2026-10-20
Concentrum Wealth Management
CLOSED
Shares0 from 13,462
Change-13,462 (-100%)
Value$0 (-$941.0K)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 12,547
Change-12,547 (-100%)
Value$0 (-$877.1K)
Filed 2026-11-04
MGO One Seven LLC
CLOSED
Shares0 from 12,089
Change-12,089 (-100%)
Value$0 (-$845.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 11,858
Change-11,858 (-100%)
Value$0 (-$828.8K)
Filed 2026-10-16
Bdfs Capital LLC
CLOSED
Shares0 from 11,378
Change-11,378 (-100%)
Value$0 (-$795.3K)
Filed 2026-10-14
Focus Financial Network, Inc.
CLOSED
Shares0 from 10,623
Change-10,623 (-100%)
Value$0 (-$742.5K)
Filed 2026-10-14
AlphaCore Capital LLC
CLOSED
Shares0 from 10,425
Change-10,425 (-100%)
Value$0 (-$728.7K)
Filed 2026-11-04
Liberty Capital Management, Inc.
CLOSED
Shares0 from 10,305
Change-10,305 (-100%)
Value$0 (-$720.3K)
Filed 2026-11-02
M Holdings Securities, Inc.
CLOSED
Shares0 from 10,097
Change-10,097 (-100%)
Value$0 (-$703.0K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
CLOSED
Shares0 from 9,888
Change-9,888 (-100%)
Value$0 (-$691.1K)
Filed 2026-10-30
Ascent Group, LLC
CLOSED
Shares0 from 9,665
Change-9,665 (-100%)
Value$0 (-$675.6K)
Filed 2026-10-30
Correct Capital Wealth Management
CLOSED
Shares0 from 9,033
Change-9,033 (-100%)
Value$0 (-$631.4K)
Filed 2026-11-02
Accurate Wealth Management, LLC
CLOSED
Shares0 from 8,918
Change-8,918 (-100%)
Value$0 (-$621.1K)
Filed 2026-10-20
Monument Group Wealth Advisors, LLC
CLOSED
Shares0 from 8,311
Change-8,311 (-100%)
Value$0 (-$581.0K)
Filed 2026-10-21
West Wealth Group, LLC
CLOSED
Shares0 from 8,160
Change-8,160 (-100%)
Value$0 (-$570.4K)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 7,724
Change-7,724 (-100%)
Value$0 (-$539.9K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$489.3K)
Filed 2026-10-16
Parkside Investments, LLC
CLOSED
Shares0 from 6,881
Change-6,881 (-100%)
Value$0 (-$481.0K)
Filed 2026-10-20
Prospera Financial Services Inc
CLOSED
Shares0 from 6,673
Change-6,673 (-100%)
Value$0 (-$466.5K)
Filed 2026-11-04
Mitchell Capital Management Co
CLOSED
Shares0 from 6,360
Change-6,360 (-100%)
Value$0 (-$444.6K)
Filed 2026-10-29
First Financial Group Corp
CLOSED
Shares0 from 6,300
Change-6,300 (-100%)
Value$0 (-$440.4K)
Filed 2026-10-22
Stage Harbor Financial, LLC
CLOSED
Shares0 from 6,263
Change-6,263 (-100%)
Value$0 (-$437.8K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 6,001
Change-6,001 (-100%)
Value$0 (-$419.5K)
Filed 2026-11-02
Nwam LLC
CLOSED
Shares0 from 5,852
Change-5,852 (-100%)
Value$0 (-$409.1K)
Filed 2026-11-09
Pinnacle Associates LTD
CLOSED
Shares0 from 5,544
Change-5,544 (-100%)
Value$0 (-$387.5K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 5,514
Change-5,514 (-100%)
Value$0 (-$385.4K)
Filed 2026-10-23
Thoroughbred Financial Services, LLC
CLOSED
Shares0 from 5,506
Change-5,506 (-100%)
Value$0 (-$384.0K)
Filed 2026-11-09
Corundum Group, Inc.
CLOSED
Shares0 from 4,908
Change-4,908 (-100%)
Value$0 (-$343.1K)
Filed 2026-10-28
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 4,908
Change-4,908 (-100%)
Value$0 (-$343.1K)
Filed 2026-10-15
Citizens Financial Group Inc
CLOSED
Shares0 from 4,872
Change-4,872 (-100%)
Value$0 (-$340.6K)
Filed 2026-10-23
North Capital, Inc.
CLOSED
Shares0 from 4,818
Change-4,818 (-100%)
Value$0 (-$336.8K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 4,380
Change-4,380 (-100%)
Value$0 (-$306.2K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 4,150
Change-4,150 (-100%)
Value$0 (-$290.1K)
Filed 2026-10-22
Robinswood Financial LLC
CLOSED
Shares0 from 3,982
Change-3,982 (-100%)
Value$0 (-$278.4K)
Filed 2026-10-20
Americana Partners, LLC
CLOSED
Shares0 from 3,640
Change-3,640 (-100%)
Value$0 (-$254.4K)
Filed 2026-10-28
Align Financial, LLC
CLOSED
Shares0 from 3,342
Change-3,342 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-16
Level Four Advisory Services, LLC
CLOSED
Shares0 from 3,302
Change-3,302 (-100%)
Value$0 (-$230.9K)
Filed 2026-11-06
WestHill Financial Advisors, Inc.
CLOSED
Shares0 from 3,261
Change-3,261 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-14
Winter & Associates, Inc.
CLOSED
Shares0 from 3,109
Change-3,109 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-23
Shepherd Financial Partners LLC
CLOSED
Shares0 from 3,079
Change-3,079 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-03
Washington Trust Bank
CLOSED
Shares0 from 3,026
Change-3,026 (-100%)
Value$0 (-$211.5K)
Filed 2026-11-03
Bridges Investment Management Inc
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$209.7K)
Filed 2026-11-10
Financial Security Advisor, Inc.
CLOSED
Shares0 from 2,988
Change-2,988 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-03
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 2,960
Change-2,960 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,959
Change-2,959 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-15
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 2,951
Change-2,951 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-06
McAdam, LLC
CLOSED
Shares0 from 2,930
Change-2,930 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 2,902
Change-2,902 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-22
tru Independence LLC
CLOSED
Shares0 from 2,896
Change-2,896 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-20
Advisor OS, LLC
CLOSED
Shares0 from 2,890
Change-2,890 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
CLOSED
Shares0 from 2,874
Change-2,874 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-19
Hurley Capital, LLC
CLOSED
Shares0 from 2,782
Change-2,782 (-100%)
Value$0 (-$194.5K)
Filed 2026-11-05
Princeton Global Asset Management LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$174.8K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 2,449
Change-2,449 (-100%)
Value$0 (-$172.9K)
Filed 2026-11-05
S.A. Mason LLC
CLOSED
Shares0 from 2,029
Change-2,029 (-100%)
Value$0 (-$141.8K)
Filed 2026-10-13
Parallel Advisors, LLC
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$81.5K)
Filed 2026-11-03
Global Trust Asset Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$69.9K)
Filed 2026-10-19
CGC Financial Services, LLC
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$65.8K)
Filed 2026-10-13
Mascoma Wealth Management LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$40.2K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-16
Transce3nd, LLC
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-26
Creative Capital Management Investments LLC
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$24.9K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-21
Gables Capital Management Inc.
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$22.3K)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$9.4K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-15
Trust Co
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-09
Archer Investment Corp
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$699)
Filed 2026-11-02
Signaturefd, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$71)
Filed 2026-10-23
Focus Partners Wealth
N/A
Shares— from 12,491,981
Change-12,491,981 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,711,959
Change-5,711,959 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,632,475
Change-5,632,475 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,751,916
Change-4,751,916 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,814,122
Change-2,814,122 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,834,767
Change-1,834,767 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,681,761
Change-1,681,761 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,618,758
Change-1,618,758 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,491,922
Change-1,491,922 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,464,173
Change-1,464,173 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,438,350
Change-1,438,350 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,391,428
Change-1,391,428 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,335,533
Change-1,335,533 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 1,182,811
Change-1,182,811 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 925,410
Change-925,410 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 917,911
Change-917,911 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 846,849
Change-846,849 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 825,208
Change-825,208 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 787,152
Change-787,152 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 685,036
Change-685,036 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 662,401
Change-662,401 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 658,102
Change-658,102 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 636,708
Change-636,708 (-100%)
Value—
UBS Group AG
N/A
Shares— from 529,301
Change-529,301 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 505,941
Change-505,941 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 472,417
Change-472,417 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 467,301
Change-467,301 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 454,658
Change-454,658 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 447,591
Change-447,591 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 384,676
Change-384,676 (-100%)
Value—
Betterment LLC
N/A
Shares— from 380,189
Change-380,189 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 363,048
Change-363,048 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 349,809
Change-349,809 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 319,755
Change-319,755 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 315,251
Change-315,251 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 314,291
Change-314,291 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 311,403
Change-311,403 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 306,999
Change-306,999 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 302,749
Change-302,749 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 301,249
Change-301,249 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 292,783
Change-292,783 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 277,525
Change-277,525 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 276,118
Change-276,118 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 274,326
Change-274,326 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 273,030
Change-273,030 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 252,326
Change-252,326 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 245,275
Change-245,275 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 237,571
Change-237,571 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 235,845
Change-235,845 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 212,725
Change-212,725 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 203,905
Change-203,905 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 180,235
Change-180,235 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 177,700
Change-177,700 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 167,087
Change-167,087 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 161,696
Change-161,696 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 142,440
Change-142,440 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 142,098
Change-142,098 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 141,622
Change-141,622 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 134,174
Change-134,174 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 128,258
Change-128,258 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 128,199
Change-128,199 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 126,195
Change-126,195 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 123,490
Change-123,490 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 120,467
Change-120,467 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 118,676
Change-118,676 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 114,468
Change-114,468 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 106,795
Change-106,795 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 103,198
Change-103,198 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 99,318
Change-99,318 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,069
Change-99,069 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 91,789
Change-91,789 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 88,166
Change-88,166 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 87,024
Change-87,024 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 86,953
Change-86,953 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 85,938
Change-85,938 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 83,404
Change-83,404 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 79,250
Change-79,250 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 77,148
Change-77,148 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 76,992
Change-76,992 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 75,642
Change-75,642 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 74,672
Change-74,672 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 68,978
Change-68,978 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 68,950
Change-68,950 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 66,577
Change-66,577 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 63,856
Change-63,856 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 63,378
Change-63,378 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 62,913
Change-62,913 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 61,671
Change-61,671 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 59,930
Change-59,930 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 59,452
Change-59,452 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 59,060
Change-59,060 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 58,053
Change-58,053 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 57,253
Change-57,253 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 55,778
Change-55,778 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 55,360
Change-55,360 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 55,190
Change-55,190 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 55,017
Change-55,017 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 52,472
Change-52,472 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,761
Change-50,761 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 50,454
Change-50,454 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 49,450
Change-49,450 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 47,386
Change-47,386 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 46,620
Change-46,620 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 45,908
Change-45,908 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 45,428
Change-45,428 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 42,925
Change-42,925 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 41,657
Change-41,657 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,422
Change-41,422 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 39,003
Change-39,003 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 38,402
Change-38,402 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 37,743
Change-37,743 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 37,725
Change-37,725 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,271
Change-37,271 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 35,172
Change-35,172 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 34,977
Change-34,977 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 34,582
Change-34,582 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,578
Change-33,578 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,043
Change-33,043 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 32,066
Change-32,066 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 31,915
Change-31,915 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 31,234
Change-31,234 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 28,493
Change-28,493 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 27,866
Change-27,866 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 27,615
Change-27,615 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 26,624
Change-26,624 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 25,511
Change-25,511 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 25,370
Change-25,370 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 24,525
Change-24,525 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,333
Change-24,333 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 23,466
Change-23,466 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 22,975
Change-22,975 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 22,421
Change-22,421 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 21,687
Change-21,687 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,853
Change-20,853 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 20,848
Change-20,848 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 20,187
Change-20,187 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,442
Change-19,442 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 19,137
Change-19,137 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 18,703
Change-18,703 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,788
Change-17,788 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,192
Change-17,192 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 16,949
Change-16,949 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 16,699
Change-16,699 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 16,169
Change-16,169 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 16,080
Change-16,080 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 15,928
Change-15,928 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 15,338
Change-15,338 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 14,136
Change-14,136 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,040
Change-14,040 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 13,941
Change-13,941 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,398
Change-13,398 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,166
Change-13,166 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 12,965
Change-12,965 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 12,890
Change-12,890 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,373
Change-12,373 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,293
Change-12,293 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
&partners
N/A
Shares— from 11,635
Change-11,635 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 11,622
Change-11,622 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,669
Change-10,669 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 10,658
Change-10,658 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,576
Change-9,576 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 8,620
Change-8,620 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 8,491
Change-8,491 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 8,329
Change-8,329 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 8,074
Change-8,074 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 7,281
Change-7,281 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 868
Change-868 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 832
Change-832 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 475
Change-475 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 443
Change-443 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED13,094,56113,305,154-210,593-2%$930.0M$870.0M-$60.0M2026-11-02
Forum Financial Management, LP
INCREASED10,399,77510,383,581+16,194+0%$725.8M$691.0M-$34.9M2026-10-16
Index Fund Advisors, Inc.
DECREASED6,268,3956,328,437-60,042-1%$442.4M$416.5M-$25.9M2026-11-05
Savant Capital, LLC
INCREASED5,799,2385,350,293+448,945+8%$375.0M$385.3M+$10.3M2026-11-06
Asset Dedication, LLC
INCREASED2,653,2932,548,907+104,386+4%$178.2M$176.3M-$1.9M2026-11-03
Willow Creek Wealth Management Inc.
INCREASED2,257,5382,241,838+15,700+1%$156.7M$150.0M-$6.7M2026-10-26
Apella Capital, LLC
DECREASED2,045,4302,077,701-32,271-2%$144.1M$137.2M-$6.9M2026-10-08
Trust Co of the South
DECREASED1,629,6051,754,110-124,505-7%$122.6M$108.3M-$14.3M2026-10-21
Earned Wealth Advisors, LLC
INCREASED1,551,6651,505,769+45,896+3%$105.3M$103.1M-$2.2M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED1,321,1331,178,115+143,018+12%$79.6M$86.8M+$7.3M2026-10-13
LPL Financial LLC
INCREASED1,310,6251,258,840+51,785+4%$88.0M$87.1M-$915.0K2026-11-06
Sensible Money, LLC
INCREASED1,145,6711,091,399+54,272+5%$76.3M$76.1M-$170.4K2026-10-20
Allworth Financial LP
INCREASED1,077,3631,060,969+16,394+2%$74.2M$75.3M+$1.1M2026-11-06
Evanson Financial, LLC
DECREASED1,062,0461,090,019-27,973-3%$76.2M$70.6M-$5.6M2026-10-23
Abacus Wealth Partners, LLC
DECREASED978,3611,024,195-45,834-4%$71.6M$65.0M-$6.6M2026-11-03
Great Waters Wealth Management
INCREASED942,310888,357+53,953+6%$62.1M$62.6M+$510.9K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED919,747922,732-2,9850%$64.5M$61.1M-$3.4M2026-10-27
Joel Isaacson & Co., LLC
INCREASED827,086823,931+3,155+0%$57.6M$55.0M-$2.6M2026-11-05
Bayshore Asset Management, LLC
INCREASED825,077816,647+8,430+1%$57.1M$55.6M-$1.5M2026-11-03
Modera Wealth Management, LLC
DECREASED760,085770,649-10,564-1%$53.9M$50.5M-$3.4M2026-10-28
Monograph Wealth Advisors, LLC
DECREASED737,376756,908-19,532-3%$52.9M$49.0M-$3.9M2026-11-09
Phillips Financial Management, LLC
INCREASED731,786712,667+19,119+3%$49.8M$48.6M-$1.2M2026-10-19
Plancorp, LLC
DECREASED727,102758,035-30,933-4%$52.8M$50.9M-$1.9M2026-11-03
RW Investment Management LLC
DECREASED722,031741,761-19,730-3%$51.8M$48.0M-$3.9M2026-11-03
SAX Wealth Advisors, LLC
DECREASED711,697775,382-63,685-8%$48.4M$47.3M-$1.1M2026-10-13
Three Arch Wealth Management LLC
DECREASED709,186730,943-21,757-3%$51.1M$47.1M-$4.0M2026-10-20
Aspen Wealth Management LLC
INCREASED598,413584,682+13,731+2%$40.9M$39.8M-$1.1M2026-10-14
Richard Young Associates, Ltd.
INCREASED594,920558,629+36,291+7%$39.0M$39.5M+$478.3K2026-11-03
Financial Harvest, LLC
INCREASED561,422538,074+23,348+4%$37.6M$37.3M-$310.6K2026-10-15
Allen Capital Group, LLC
INCREASED558,059421,972+136,087+32%$29.5M$37.1M+$7.6M2026-10-27
Assetmark, Inc
DECREASED558,042845,930-287,888-34%$59.1M$37.1M-$22.1M2026-10-21
Summit Financial Strategies, Inc.
INCREASED544,661472,327+72,334+15%$33.0M$36.2M+$3.2M2026-10-14
EnRich Financial Partners LLC
DECREASED497,934504,548-6,614-1%$35.3M$33.1M-$2.2M2026-10-21
Babb Wealth Advisors LLC
INCREASED471,678453,835+17,843+4%$31.7M$31.3M-$384.8K2026-10-30
NorthAvenue LLC
INCREASED463,122455,179+7,943+2%$31.8M$30.8M-$1.0M2026-10-29
TCI Wealth Advisors, Inc.
DECREASED450,552465,341-14,789-3%$32.5M$29.9M-$2.6M2026-10-30
Conrad Siegel Investment Advisors, Inc.
DECREASED445,301445,523-2220%$31.1M$29.6M-$1.6M2026-10-08
Disciplined Equity Management, Inc.
INCREASED431,417429,100+2,317+1%$30.0M$28.7M-$1.3M2026-10-14
Squire Investment Management Company, LLC
DECREASED430,979432,120-1,1410%$30.2M$28.6M-$1.6M2026-11-03
Watchman Group, Inc.
DECREASED427,201431,658-4,457-1%$30.2M$28.4M-$1.8M2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED418,710436,219-17,509-4%$30.5M$27.8M-$2.7M2026-10-13
TFC Financial Management, Inc.
DECREASED410,547411,492-9450%$28.8M$27.3M-$1.5M2026-10-26
Master's Wealth Management Inc.
INCREASED408,742384,734+24,008+6%$26.9M$27.2M+$263.9K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED405,762405,76200%$28.4M$28.4M$02026-10-06
Meritas Wealth Management, LLC
DECREASED398,830403,496-4,666-1%$28.2M$26.5M-$1.7M2026-10-14
Lauterbach Financial Advisors, LLC
DECREASED381,992390,415-8,423-2%$27.3M$25.4M-$1.9M2026-10-21
Eclectic Associates Inc
INCREASED375,128369,252+5,876+2%$25.8M$24.9M-$886.9K2026-10-09
Foster Group, Inc.
DECREASED374,584385,529-10,945-3%$26.9M$24.9M-$2.1M2026-10-13
Sterling Wealth Management, Inc.
INCREASED374,049365,048+9,001+2%$25.5M$24.9M-$665.0K2026-10-23
Triune Financial Partners, LLC
INCREASED372,285366,685+5,600+2%$25.6M$24.7M-$896.7K2026-11-03
Mission Wealth Management, LP
DECREASED371,013373,158-2,145-1%$26.1M$24.7M-$1.4M2026-10-15
Truist Financial Corp
DECREASED346,679355,243-8,564-2%$24.8M$23.0M-$1.8M2026-10-30
Guardian Wealth Management, LLC
DECREASED336,045352,499-16,454-5%$24.6M$22.3M-$2.3M2026-10-14
Farther Finance Advisors, LLC
INCREASED332,689325,065+7,624+2%$22.7M$22.1M-$618.2K2026-10-08
Tillman Hartley LLC
DECREASED328,879331,926-3,047-1%$23.2M$21.9M-$1.4M2026-11-06
RS Crum Inc.
INCREASED327,573326,265+1,308+0%$22.8M$21.8M-$1.0M2026-10-19
Park Avenue Securities LLC
INCREASED310,308283,605+26,703+9%$19.8M$20.6M+$793.0K2026-10-26
Elser Financial Planning, Inc
DECREASED305,681358,376-52,695-15%$25.1M$20.3M-$4.7M2026-10-16
Cardiff Park Advisors, LLC
DECREASED305,449307,986-2,537-1%$21.5M$20.3M-$1.2M2026-11-09
BlueSky Wealth Advisors, LLC
DECREASED300,907304,985-4,078-1%$21.3M$20.0M-$1.3M2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED300,449301,743-1,2940%$21.1M$20.0M-$1.1M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED294,630297,598-2,968-1%$20.8M$19.6M-$1.2M2026-11-02
RF&L Wealth Management, LLC
DECREASED285,729288,960-3,231-1%$20.2M$19.0M-$1.2M2026-10-20
McMill Wealth Management
NEW277,318—+277,318——$18.4M—2026-11-05
Tiller Private Wealth, Inc.
DECREASED272,930273,681-7510%$19.1M$18.1M-$996.8K2026-10-26
Visionary Wealth Advisors
DECREASED269,725344,964-75,239-22%$24.1M$17.9M-$6.2M2026-11-04
Quantum Financial Advisors, LLC
INCREASED264,253251,645+12,608+5%$17.6M$17.6M-$33.1K2026-11-03
Altiora Financial Group, LLC
INCREASED236,317234,704+1,613+1%$16.4M$15.7M-$704.9K2026-11-04
Olio Financial Planning
INCREASED235,909233,804+2,105+1%$16.3M$15.7M-$669.1K2026-10-22
McLean Asset Management Corp
DECREASED225,922226,497-5750%$16.0M$15.6M-$451.9K2026-11-06
Navigoe, LLC
DECREASED220,025220,712-6870%$15.4M$14.6M-$809.0K2026-11-04
HMV Wealth Advisors, LLC
DECREASED217,887221,622-3,735-2%$15.5M$14.5M-$1.0M2026-10-27
JDH Wealth Management, LLC
DECREASED213,607217,913-4,306-2%$15.2M$14.2M-$1.0M2026-10-20
Wealth Management Nebraska
DECREASED205,684212,794-7,110-3%$14.9M$13.7M-$1.2M2026-10-26
ShankerValleau Wealth Advisors, Inc.
DECREASED205,195209,327-4,132-2%$14.6M$13.6M-$998.8K2026-10-16
Andrews, Lucia Wealth Management LLC
DECREASED199,829205,886-6,057-3%$14.4M$13.3M-$1.1M2026-11-02
Kings Path Partners LLC
DECREASED197,408203,733-6,325-3%$14.2M$13.1M-$1.1M2026-10-21
Navigation Group, LLC
DECREASED189,841194,545-4,704-2%$13.6M$12.6M-$985.7K2026-10-28
Capstone Wealth Management, LLC
DECREASED189,194195,951-6,757-3%$13.7M$12.6M-$1.1M2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED182,458187,138-4,680-2%$13.1M$12.1M-$958.4K2026-10-15
Spire Wealth Management
DECREASED180,026181,348-1,322-1%$12.7M$12.0M-$715.3K2026-10-30
Larson Financial Group LLC
DECREASED175,051181,265-6,214-3%$12.7M$11.6M-$1.0M2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED175,027176,118-1,091-1%$12.3M$11.6M-$681.9K2026-10-16
Pioneer Wealth Management Group
INCREASED172,602166,160+6,442+4%$11.6M$11.5M-$146.9K2026-10-09
Baker Tilly Wealth Management, LLC
DECREASED169,169177,635-8,466-5%$12.4M$11.2M-$1.2M2026-10-05
New England Private Wealth Advisors LLC
INCREASED155,167154,990+177+0%$10.9M$10.3M-$628.3K2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED153,938155,004-1,066-1%$10.8M$10.2M-$607.1K2026-10-16
Regions Financial Corp
DECREASED150,378151,219-841-1%$10.6M$10.0M-$579.1K2026-11-05
Omni 360 Wealth, Inc.
DECREASED148,056149,852-1,796-1%$10.5M$9.8M-$637.8K2026-10-13
Lutz Financial Services LLC
DECREASED146,665148,452-1,787-1%$10.4M$9.7M-$632.4K2026-11-06
Pillar Financial Advisors, LLC
DECREASED145,545148,338-2,793-2%$10.4M$9.7M-$698.8K2026-10-21
City State Bank
INCREASED143,893141,574+2,319+2%$9.9M$9.6M-$335.8K2026-10-20
Legacy Financial Group, Inc.
DECREASED143,283147,297-4,014-3%$10.3M$9.5M-$776.3K2026-10-21
Austin Asset Management Co Inc
DECREASED142,295146,543-4,248-3%$10.2M$9.5M-$789.3K2026-10-29
D.A. Davidson & Co.
DECREASED141,215305,344-164,129-54%$21.3M$9.4M-$12.0M2026-10-28
Juncture Wealth Strategies, LLC
INCREASED137,257136,848+409+0%$9.6M$9.1M-$446.3K2026-10-06
Twin Cities Retirement Group LLC
DECREASED137,230139,004-1,774-1%$9.7M$9.1M-$598.8K2026-10-16
Mather Group, Llc.
DECREASED134,141137,045-2,904-2%$9.6M$8.9M-$667.1K2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED130,663120,431+10,232+9%$8.4M$8.7M+$263.1K2026-10-14
Vawter Financial, Ltd.
DECREASED130,256132,896-2,640-2%$9.3M$8.7M-$635.2K2026-11-10
Lakeshore Financial Planning, Inc.
DECREASED127,537128,433-896-1%$9.0M$8.5M-$504.0K2026-10-13
Kestra Advisory Services, LLC
DECREASED126,959142,535-15,576-11%$10.0M$8.4M-$1.5M2026-11-02
DiNuzzo Private Wealth, Inc.
DECREASED126,664131,670-5,006-4%$9.2M$8.4M-$788.2K2026-10-16
Timonier Family Office, Ltd.
DECREASED123,644125,860-2,216-2%$8.8M$8.2M-$582.8K2026-11-03
Oppenheimer & Co Inc
DECREASED121,266127,321-6,055-5%$8.9M$8.1M-$842.8K2026-10-26
Sachem Hill LLC
DECREASED115,306117,220-1,914-2%$8.2M$7.7M-$532.7K2026-10-14
TAGStone Capital, Inc.
INCREASED114,009108,877+5,132+5%$7.6M$7.6M-$35.7K2026-11-09
Valued Wealth Advisors LLC
INCREASED108,130100,807+7,323+7%$7.0M$7.2M+$137.7K2026-11-05
Parkshore Wealth Management, Inc.
DECREASED105,758107,010-1,252-1%$7.5M$7.0M-$453.5K2026-10-13
Mills Wealth Advisors LLC
INCREASED105,547100,698+4,849+5%$7.0M$7.0M-$26.2K2026-10-22
Weinberger Asset Management, Inc
INCREASED103,50598,455+5,050+5%$7.0M$6.9M-$86.9K2026-10-28
Northwest Wealth Management, LLC
DECREASED102,178102,290-1120%$7.2M$6.8M-$361.4K2026-10-30
BWM Planning, LLC
DECREASED102,069102,496-4270%$7.2M$6.8M-$383.0K2026-11-09
Indivisible Partners
INCREASED101,8034,054+97,749+2411%$283.4K$6.8M+$6.5M2026-10-26
Ariadne Wealth Management, LP
DECREASED101,057103,000-1,943-2%$7.2M$6.7M-$485.5K2026-11-06
Vestment Financial LLC
INCREASED98,57492,817+5,757+6%$6.4M$6.5M+$89.0K2026-10-13
Bedel Financial Consulting, Inc.
INCREASED97,29490,713+6,581+7%$6.3M$6.5M+$123.4K2026-11-06
Ferguson Johnson Wealth Management Inc
DECREASED96,26496,606-3420%$6.8M$6.4M-$356.2K2026-11-05
Cogent Strategic Wealth LLC
DECREASED95,41097,208-1,798-2%$6.8M$6.3M-$455.8K2026-10-22
Commonwealth Equity Services, LLC
DECREASED94,452461,947-367,495-80%$32.3M$6.3M-$26.0M2026-11-02
SwitchPoint Financial Planning, LLC
INCREASED92,51192,368+143+0%$6.5M$6.1M-$310.1K2026-11-02
Burk Holdings LLC
INCREASED92,47884,639+7,839+9%$5.9M$6.1M+$228.0K2026-11-05
Greenspring Advisors, LLC
DECREASED89,48190,699-1,218-1%$6.3M$5.9M-$394.7K2026-11-05
InTrack Investment Management Inc
INCREASED88,61063,336+25,274+40%$4.4M$5.9M+$1.5M2026-10-15
Aviance Capital Partners, LLC
INCREASED87,56580,609+6,956+9%$5.6M$5.8M+$183.2K2026-10-29
Cherry Tree Wealth Management, LLC
DECREASED87,24787,969-722-1%$6.1M$5.8M-$352.3K2026-10-15
Maryland Capital Advisors Inc.
INCREASED85,59484,406+1,188+1%$5.9M$5.7M-$213.2K2026-10-15
CogentBlue Wealth Advisors, LLC
DECREASED84,61386,651-2,038-2%$6.1M$5.6M-$435.2K2026-10-09
Merit Financial Group, LLC
INCREASED83,27645,997+37,279+81%$3.2M$5.5M+$2.3M2026-11-06
RED Lighthouse Investment Management, LLC
DECREASED81,18383,077-1,894-2%$5.8M$5.4M-$413.3K2026-11-02
Shearwater Capital LLC
DECREASED80,95482,111-1,157-1%$5.7M$5.4M-$361.0K2026-10-13
Factor Wealth Management LTD
DECREASED79,22379,675-452-1%$5.6M$5.3M-$305.7K2026-10-08
White Wing Wealth Management
INCREASED77,98276,449+1,533+2%$5.3M$5.2M-$162.6K2026-11-09
Walsh & Associates, LLC
INCREASED76,24258,493+17,749+30%$4.1M$5.1M+$976.9K2026-11-09
SC&H Financial Advisors, Inc.
DECREASED74,08774,620-533-1%$5.2M$4.9M-$293.6K2026-10-14
RTD Financial Advisors, Inc.
DECREASED74,04975,562-1,513-2%$5.3M$4.9M-$362.0K2026-10-09
Physician Wealth Solutions Inc.
DECREASED73,18773,270-830%$5.1M$4.9M-$259.0K2026-10-14
Axxcess Wealth Management, LLC
DECREASED73,15296,061-22,909-24%$6.7M$4.9M-$1.9M2026-10-21
Verdence Capital Advisors LLC
DECREASED72,14575,635-3,490-5%$5.3M$4.8M-$493.6K2026-10-26
Frankly Finances, LLC
UNCHANGED71,58071,58000%$5.0M$4.8M-$247.7K2026-10-28
Pacific Asset Management, LLC
DECREASED70,34170,727-386-1%$4.9M$4.7M-$270.4K2026-10-15
Integras Partners LLC
DECREASED69,82173,026-3,205-4%$5.1M$4.6M-$465.6K2026-10-30
Diversified Portfolios, Inc.
DECREASED69,18569,706-521-1%$4.9M$4.6M-$275.8K2026-11-04
Evensky & Katz LLC
DECREASED68,87171,295-2,424-3%$5.0M$4.6M-$408.0K2026-10-27
Woodward Financial Advisors, Inc.
DECREASED68,70170,151-1,450-2%$4.9M$4.6M-$339.0K2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED68,69568,69500%$4.8M$4.8M$02026-11-03
Level Financial Advisors
DECREASED68,39769,302-905-1%$4.8M$4.5M-$300.0K2026-10-13
Elevate Wealth Advisory, Inc
DECREASED68,21568,249-340%$4.8M$4.5M-$238.4K2026-10-29
Private Wealth Management Group, LLC
DECREASED67,23969,376-2,137-3%$4.8M$4.5M-$382.0K2026-10-19
1900 Wealth Management LLC
DECREASED66,18583,906-17,721-21%$5.9M$4.4M-$1.5M2026-10-13
Belleair Asset Management, LLC
DECREASED62,95364,613-1,660-3%$4.5M$4.2M-$333.9K2026-11-03
Klingman & Associates, LLC
UNCHANGED62,86162,86100%$4.4M$4.2M-$217.5K2026-10-20
Strategent Financial, LLC
INCREASED60,72351,529+9,194+18%$3.6M$4.0M+$432.6K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED60,58857,635+2,953+5%$4.0M$4.0M-$3.2K2026-10-13
Burton Enright Welch
DECREASED60,38360,666-2830%$4.2M$4.0M-$228.7K2026-11-04
Compound Planning, Inc.
INCREASED59,23159,182+49+0%$4.1M$3.9M-$201.5K2026-11-09
Bank of Montreal
INCREASED57,98557,957+28+0%$4.1M$3.9M-$198.7K2026-11-09
Live Oak Private Wealth LLC
UNCHANGED57,75157,75100%$4.0M$3.8M-$199.8K2026-11-02
Forteris Wealth Management Inc.
INCREASED55,97754,521+1,456+3%$3.8M$3.7M-$91.9K2026-10-13
Vise Technologies, Inc.
INCREASED55,74539,796+15,949+40%$2.8M$3.7M+$922.0K2026-10-29
AG Asset Advisory, LLC
INCREASED54,97053,783+1,187+2%$3.8M$3.7M-$107.2K2026-11-06
Simplicity Wealth,LLC
INCREASED52,56152,478+83+0%$3.7M$3.5M-$176.0K2026-10-23
Generations Wealth, LLC
DECREASED52,24852,335-870%$3.7M$3.5M-$186.9K2026-11-09
Symmetry Partners, LLC
DECREASED51,91053,496-1,586-3%$3.7M$3.4M-$290.5K2026-10-27
Kane Co Wealth Management, Inc.
DECREASED51,61452,064-450-1%$3.6M$3.4M-$210.0K2026-11-04
Advisory Solutions Group, LLC
NEW51,571—+51,571——$3.4M—2026-10-14
Astra Wealth Partners LLC
INCREASED50,80150,079+722+1%$3.5M$3.4M-$125.3K2026-11-06
Johnson Wealth Management, LLC
DECREASED49,74551,250-1,505-3%$3.6M$3.3M-$277.3K2026-11-09
Activest Wealth Management
DECREASED49,04450,380-1,336-3%$3.5M$3.3M-$254.1K2026-10-15
BluePrint Investing LLC
DECREASED48,55350,462-1,909-4%$3.5M$3.2M-$301.4K2026-10-14
RFG Advisory, LLC
DECREASED47,46548,513-1,048-2%$3.4M$3.2M-$237.5K2026-11-03
Redwood Park Advisors LLC
INCREASED47,21646,201+1,015+2%$3.2M$3.1M-$92.5K2026-11-02
Apollon Wealth Management, LLC
DECREASED46,64346,782-1390%$3.3M$3.1M-$171.1K2026-10-23
Werba Rubin Papier Wealth Management
DECREASED46,44146,508-670%$3.3M$3.1M-$165.4K2026-11-06
CFS Investment Advisory Services, LLC
DECREASED46,41747,719-1,302-3%$3.3M$3.2M-$165.8K2026-10-19
Sound Portfolio Advisors, LLC
DECREASED46,29746,633-336-1%$3.3M$3.1M-$183.7K2026-11-05
Financial Consulate, Inc
INCREASED45,38744,061+1,326+3%$3.1M$3.0M-$64.4K2026-10-23
Avant Financial Advisors LLC
INCREASED43,47642,149+1,327+3%$2.9M$2.9M-$57.7K2026-11-02
Sigma Planning Corp
INCREASED42,81942,331+488+1%$3.0M$2.8M-$114.0K2026-10-23
Long Island Wealth Management, Inc.
INCREASED42,12335,343+6,780+19%$2.5M$2.8M+$328.1K2026-10-20
TruNorth Capital Management, LLC
UNCHANGED41,89241,89200%$2.9M$2.8M-$144.9K2026-10-14
Strathmore Capital Advisors, Inc.
INCREASED41,56738,276+3,291+9%$2.7M$2.9M+$155.6K2026-11-09
XY Planning Network, Inc.
DECREASED41,52545,877-4,352-9%$3.2M$2.8M-$447.9K2026-10-14
Elevation Wealth Partners, LLC
INCREASED40,43639,700+736+2%$2.8M$2.7M-$88.5K2026-10-07
Aerodigm Wealth, LLC
DECREASED40,23141,577-1,346-3%$2.9M$2.7M-$233.3K2026-10-16
BIP Wealth, LLC
INCREASED39,56432,038+7,526+23%$2.2M$2.6M+$389.2K2026-10-22
Rockwood Wealth Management, LLC
INCREASED39,19336,207+2,986+8%$2.5M$2.6M+$73.1K2026-10-27
US Bancorp \de\
DECREASED38,34839,340-992-3%$2.7M$2.5M-$202.0K2026-11-05
3 Factor Indexing, LLC
UNCHANGED38,18338,18300%$2.7M$2.5M-$132.1K2026-10-15
True Wealth Design, LLC
DECREASED37,94540,114-2,169-5%$2.8M$2.5M-$282.9K2026-10-13
Hutchinson Capital Management
DECREASED37,76740,343-2,576-6%$2.8M$2.5M-$310.7K2026-11-09
International Private Wealth Advisors LLC
INCREASED37,64335,048+2,595+7%$2.4M$2.5M+$51.2K2026-11-05
First Command Advisory Services, Inc.
DECREASED37,209387,111-349,902-90%$27.0M$2.5M-$24.6M2026-11-05
Money Concepts Capital Corp
UNCHANGED37,13937,13900%$2.6M$2.5M-$128.5K2026-11-06
Investmark Advisory Group LLC
DECREASED36,30937,054-745-2%$2.6M$2.4M-$177.6K2026-10-27
NorthCrest Asset Manangement, LLC
UNCHANGED35,85335,85300%$2.5M$2.4M-$59.5K2026-10-13
Bessemer Group Inc
INCREASED35,32521,668+13,657+63%$1.5M$2.3M+$833.0K2026-11-09
Midwest Trust Co
DECREASED35,26635,586-320-1%$2.5M$2.3M-$144.4K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED35,00336,365-1,362-4%$2.5M$2.3M-$216.4K2026-10-26
Grove Street Fiduciary, LLC
DECREASED33,95134,497-546-2%$2.4M$2.3M-$155.6K2026-10-13
Abel Hall, LLC
UNCHANGED33,64933,64900%$2.4M$2.2M-$116.4K2026-10-19
marrick wealth, LLC
DECREASED32,97934,550-1,571-5%$2.4M$2.2M-$223.9K2026-10-20
Navigate Wealth Management, LLC
DECREASED32,90435,078-2,174-6%$2.5M$2.2M-$263.4K2026-10-14
Clark Asset Management, LLC
INCREASED32,56132,551+10+0%$2.3M$2.2M-$111.9K2026-10-19
Heritage Investment Group, Inc.
DECREASED32,19032,227-370%$2.3M$2.1M-$114.0K2026-11-03
Olistico Wealth, LLC
INCREASED31,60131,036+565+2%$2.2M$2.1M-$69.8K2026-10-05
LAM Group, Inc.
DECREASED31,45631,603-1470%$2.2M$2.1M-$119.1K2026-10-26
PNC Financial Services Group, Inc.
DECREASED31,42432,502-1,078-3%$2.3M$2.1M-$184.1K2026-11-06
ARK & TLK Investments, LLC
UNCHANGED31,22331,22300%$2.2M$2.1M-$108.0K2026-10-20
Signal Advisors Wealth, LLC
INCREASED31,22216,372+14,850+91%$1.1M$2.1M+$930.0K2026-10-13
HBE Wealth Management, LLC
DECREASED30,74131,364-623-2%$2.2M$2.0M-$149.9K2026-11-06
Avior Wealth Management, LLC
DECREASED29,45029,474-240%$2.1M$2.0M-$103.6K2026-10-13
New Dimensions Wealth Management, LLC
DECREASED28,54728,924-377-1%$2.0M$1.9M-$125.1K2026-11-02
True North Advisors, LLC
UNCHANGED28,25728,25700%$2.0M$1.9M-$97.8K2026-10-22
Montag A & Associates Inc
INCREASED28,03625,398+2,638+10%$1.8M$1.9M+$87.4K2026-10-29
Melfa Wealth Management, Inc.
INCREASED27,48024,360+3,120+13%$1.7M$1.8M+$124.7K2026-11-06
Triumph Capital Management
INCREASED26,19425,110+1,084+4%$1.8M$1.7M-$14.8K2026-10-14
Versant Capital Management, Inc
INCREASED26,01626,004+12+0%$1.8M$1.7M-$89.2K2026-10-02
25 LLC
INCREASED25,88325,806+77+0%$1.8M$1.7M-$84.2K2026-10-13
Meredith Wealth Planning
INCREASED25,22425,177+47+0%$1.8M$1.7M-$84.0K2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED25,15824,802+356+1%$1.7M$1.7M-$62.2K2026-10-21
Renasant Bank
DECREASED24,87225,324-452-2%$1.8M$1.7M-$117.7K2026-11-05
Pandowealth. LLC
DECREASED24,80525,540-735-3%$1.8M$1.7M-$81.6K2026-11-09
Poinciana Advisors Group, LLC
DECREASED24,46327,593-3,130-11%$1.9M$1.6M-$303.4K2026-11-06
180 Wealth Advisors, LLC
INCREASED24,44722,008+2,439+11%$1.5M$1.6M+$85.9K2026-11-03
55 North Private Wealth, LLC
UNCHANGED24,33124,33100%$1.7M$1.6M-$84.2K2026-10-20
Virtue Asset Management LLC
UNCHANGED24,14224,14200%$1.7M$1.6M-$83.5K2026-10-21
BOS Asset Management, LLC
DECREASED24,02424,099-750%$1.7M$1.6M-$88.4K2026-10-09
Financial Synergies Wealth Advisors, Inc.
DECREASED23,96727,819-3,852-14%$1.9M$1.6M-$352.1K2026-10-16
Verus Wealth Management, LLC
INCREASED23,75519,288+4,467+23%$1.3M$1.6M+$230.1K2026-10-13
Quarry Hill Advisors, LLC
DECREASED23,44029,565-6,125-21%$2.1M$1.6M-$509.3K2026-11-04
IFG Advisors, LLC
DECREASED22,97424,489-1,515-6%$1.7M$1.5M-$185.4K2026-10-15
Silver OAK Securities, Incorporated
INCREASED22,78322,251+532+2%$1.6M$1.6M+$9.4K2026-11-09
Copper Harbor Investment Advisors, LLC
INCREASED22,71822,662+56+0%$1.6M$1.5M-$74.7K2026-10-16
Websterrogers Financial Advisors, LLC
DECREASED22,33022,458-128-1%$1.6M$1.5M-$86.3K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED22,17122,710-539-2%$1.6M$1.5M-$114.4K2026-10-07
Krilogy Financial LLC
INCREASED22,07721,131+946+4%$1.5M$1.5M+$11.4K2026-10-13
Kondo Wealth Advisors, Inc.
DECREASED22,05622,198-142-1%$1.6M$1.5M-$86.1K2026-10-19
McGrath & Associates, Inc.
INCREASED21,34621,327+19+0%$1.5M$1.4M-$72.5K2026-10-27
Silver Oak Advisory Group, Inc.
INCREASED20,59420,257+337+2%$1.4M$1.4M-$46.8K2026-11-06
Balboa Wealth Partners
DECREASED20,45621,006-550-3%$1.5M$1.4M-$109.2K2026-10-20
Central Trust Co
DECREASED20,41021,853-1,443-7%$1.5M$1.4M-$171.5K2026-11-05
Beacon Financial Advisory LLC
INCREASED19,96618,090+1,876+10%$1.3M$1.3M+$62.0K2026-10-16
Intergy Private Wealth, LLC
UNCHANGED19,86819,86800%$1.4M$1.3M-$68.7K2026-10-16
Mattern Capital Management, LLC
INCREASED19,78517,319+2,466+14%$1.2M$1.3M+$103.9K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED19,77721,237-1,460-7%$1.5M$1.3M-$170.5K2026-10-08
L.K. Benson & Company, P.C.
DECREASED19,67020,280-610-3%$1.4M$1.3M-$110.7K2026-10-23
Lodestar Private Asset Management LLC
NEW19,292—+19,292——$1.3M—2026-10-26
Forza Wealth Management, LLC
INCREASED19,01017,010+2,000+12%$1.2M$1.3M+$74.0K2026-10-20
Petersen Hastings Wealth Advisors Inc.
DECREASED18,55318,619-660%$1.3M$1.2M-$68.8K2026-10-27
Willner & Heller, LLC
DECREASED18,45318,910-457-2%$1.3M$1.2M-$95.8K2026-10-28
PFG Advisors
INCREASED18,27915,335+2,944+19%$1.1M$1.2M+$142.5K2026-10-16
Clear Creek Financial Management, LLC
DECREASED18,08718,124-370%$1.3M$1.2M-$65.2K2026-10-28
Vannoy Advisory Group, Inc.
DECREASED18,06718,292-225-1%$1.3M$1.2M-$78.2K2026-10-13
Fifth Third Bancorp
UNCHANGED17,88517,88500%$1.3M$1.2M-$61.9K2026-11-05
Foundation Wealth Management, Llc\pa
DECREASED17,88422,543-4,659-21%$1.6M$1.2M-$387.6K2026-10-14
IFP Advisors, Inc
DECREASED17,54720,096-2,549-13%$1.4M$1.2M-$238.9K2026-10-16
BetterWealth, LLC
UNCHANGED17,48817,48800%$1.2M$1.2M-$60.5K2026-10-15
Aurelius Family Office LLC
UNCHANGED17,36917,36900%$1.2M$1.2M-$60.1K2026-10-23
Grand Wealth Management, LLC
DECREASED17,07017,402-332-2%$1.2M$1.1M-$82.3K2026-11-09
Kavar Capital Partners Group, LLC
UNCHANGED16,87616,87600%$1.2M$1.1M-$58.4K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED16,80322,051-5,248-24%$1.5M$1.1M-$425.0K2026-10-20
Wedmont Private Capital
INCREASED16,68716,679+8+0%$1.2M$1.1M-$34.3K2026-10-09
Warwick Investment Management, Inc.
UNCHANGED16,28116,28100%$1.1M$1.1M-$56.3K2026-10-19
Chicago Partners Investment Group LLC
INCREASED15,79013,069+2,721+21%$913.9K$1.1M+$177.3K2026-10-27
Staley Capital Advisers Inc
INCREASED15,7497,383+8,366+113%$516.1K$1.0M+$530.3K2026-11-06
JFS Wealth Advisors, LLC
INCREASED15,34015,335+5+0%$1.1M$1.0M-$52.7K2026-11-03
rebel Financial LLC
DECREASED15,11715,455-338-2%$1.1M$1.0M-$75.9K2026-11-04
Nautilus Advisors LLC
DECREASED14,78514,972-187-1%$1.0M$982.3K-$60.5K2026-10-07
Cypress Wealth Services, LLC
INCREASED14,73614,731+5+0%$1.0M$1.0M-$28.3K2026-10-21
Prudent Man Investment Management, Inc.
DECREASED14,67715,118-441-3%$900.1K$975.1K+$75.0K2026-11-03
Falcon Wealth Planning
DECREASED14,23614,516-280-2%$1.0M$945.8K-$68.8K2026-11-06
Perigon Wealth Management, LLC
INCREASED13,93613,899+37+0%$971.5K$925.9K-$45.6K2026-10-22
Stone Summit Wealth LLC
DECREASED13,93213,946-140%$974.8K$925.6K-$49.2K2026-10-14
Peirce Capital Management, LLC
DECREASED13,91315,757-1,844-12%$1.1M$924.4K-$177.0K2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED13,89113,89100%$971.0K$922.9K-$48.1K2026-10-21
Granville Capital, Inc.
NEW13,586—+13,586——$902.7K—2026-11-05
LJI Wealth Management, LLC
DECREASED13,54118,731-5,190-28%$1.3M$899.7K-$409.6K2026-10-28
First Affirmative Financial Network
NEW13,522—+13,522——$898.4K—2026-10-21
Financial Symmetry Inc
INCREASED12,99212,989+3+0%$907.4K$863.2K-$44.2K2026-10-06
Tandemgrowth Financial Advisors LLC
DECREASED12,96513,178-213-2%$921.1K$861.4K-$59.7K2026-11-05
WoodTrust Financial Corp
UNCHANGED12,85112,85100%$898.0K$854.0K-$44.0K2026-10-09
Donalies Financial Planning, LLC
UNCHANGED12,82512,82500%$896.5K$852.1K-$44.3K2026-10-19
BCR Wealth Strategies, LLC
UNCHANGED12,80212,80200%$894.0K$850.6K-$43.4K2026-11-06
Independent Financial Group, LLC
INCREASED12,50510,766+1,739+16%$752.6K$830.8K+$78.3K2026-10-13
American Capital Advisory, LLC
INCREASED12,47912,094+385+3%$845.4K$829.1K-$16.3K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED12,46011,767+693+6%$822.5K$827.9K+$5.4K2026-10-13
J. Derek Lewis & Associates Inc.
DECREASED12,39912,883-484-4%$900.5K$823.8K-$76.7K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
NEW12,342—+12,342——$820.0K—2026-10-21
Parkside Financial Bank & Trust
INCREASED12,29211,111+1,181+11%$776.6K$816.7K+$40.0K2026-10-27
Institute for Wealth Management, Llc.
DECREASED12,18612,199-130%$852.7K$809.6K-$43.1K2026-11-06
Washington Trust Co
UNCHANGED11,99311,99300%$838.3K$796.8K-$41.5K2026-10-22
Vilga Financial Planning LLC
UNCHANGED11,97011,97000%$836.7K$795.3K-$41.4K2026-10-09
Shira Ridge Wealth Management
DECREASED11,83113,004-1,173-9%$909.0K$786.1K-$122.9K2026-10-09
Ferguson Wellman Capital Management, Inc
UNCHANGED11,78711,78700%$823.9K$783.1K-$40.8K2026-10-05
Smith Chas P & Associates PA Cpas
DECREASED11,50711,607-100-1%$811.3K$782.2K-$29.1K2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED11,31411,31400%$790.9K$751.7K-$39.1K2026-10-14
Keybank National Association
DECREASED10,85215,816-4,964-31%$1.1M$721.0K-$384.5K2026-11-04
Cascade Wealth Advisors, Inc
INCREASED10,75510,748+7+0%$773.5K$738.7K-$34.9K2026-11-09
Approach Retirement Advisors, LLC
DECREASED10,63110,703-72-1%$748.1K$706.3K-$41.8K2026-10-22
CPA Asset Management Group, LLC
DECREASED10,21710,586-369-3%$740.0K$678.8K-$61.1K2026-10-26
McGlone Suttner Wealth Management, Inc.
UNCHANGED10,18310,18300%$711.8K$676.6K-$35.2K2026-10-13
Seamount Financial Group Inc
NEW9,859—+9,859——$655.0K—2026-10-21
Lido Advisors, LLC
DECREASED9,74311,328-1,585-14%$791.8K$647.3K-$144.5K2026-11-04
RAM Investment Partners, LLC
DECREASED9,6829,732-50-1%$680.3K$643.3K-$37.0K2026-10-21
Arista Wealth Management, LLC
UNCHANGED9,6369,63600%$673.6K$640.2K-$33.3K2026-10-29
CWA Asset Management Group, LLC
INCREASED9,5469,470+76+1%$661.9K$634.2K-$27.7K2026-10-19
IFG Advisory, LLC
INCREASED9,4817,305+2,176+30%$510.6K$629.9K+$119.3K2026-11-09
Berkeley, Inc
DECREASED9,43910,028-589-6%$700.9K$627.1K-$73.8K2026-10-20
HBK Sorce Advisory LLC
INCREASED9,4139,412+1+0%$677.9K$648.6K-$29.2K2026-11-06
Mullaney, Keating & Wright, Inc.
UNCHANGED9,3589,35800%$654.1K$621.7K-$32.4K2026-10-19
Simon Quick Advisors, LLC
UNCHANGED9,2669,26600%$647.7K$615.6K-$32.1K2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED9,2409,209+31+0%$643.7K$613.9K-$29.8K2026-11-05
Wedbush Securities Inc
DECREASED9,1519,191-400%$642.0K$608.0K-$34.0K2026-10-22
Tenet Wealth Partners, LLC
UNCHANGED9,0859,08500%$642.9K$603.6K-$39.3K2026-10-19
Diversify Wealth Management, LLC
DECREASED9,0739,480-407-4%$670.9K$617.8K-$53.2K2026-10-20
Diversify Advisory Services, LLC
DECREASED9,0739,480-407-4%$670.9K$617.8K-$53.2K2026-10-20
GenTrust, LLC
DECREASED8,99011,082-2,092-19%$774.6K$597.3K-$177.3K2026-11-06
Geneos Wealth Management Inc.
UNCHANGED8,7898,78900%$614.4K$583.9K-$30.4K2026-11-09
Alkeme Wealth, LLC
INCREASED8,7848,752+32+0%$611.8K$583.6K-$28.2K2026-10-08
High Probability Advisors, LLC
UNCHANGED8,6728,67200%$606.2K$576.2K-$30.0K2026-10-19
Maseco LLP
DECREASED8,54310,140-1,597-16%$708.6K$567.4K-$141.1K2026-10-27
Brighton Jones LLC
INCREASED8,4497,406+1,043+14%$517.7K$561.4K+$43.7K2026-11-03
Belpointe Asset Management LLC
INCREASED8,4308,255+175+2%$577.0K$560.1K-$16.9K2026-11-09
Fortis Capital Advisors, LLC
INCREASED8,4308,255+175+2%$577.0K$560.1K-$16.9K2026-11-09
Kathmere Capital Management, LLC
UNCHANGED8,1178,11700%$567.4K$539.3K-$28.1K2026-10-20
Valmark Advisers, Inc.
INCREASED8,0337,705+328+4%$538.6K$533.7K-$4.9K2026-11-06
Old Peak Finance LLC
INCREASED7,8727,304+568+8%$510.5K$523.0K+$12.5K2026-11-02
Addison Advisors LLC
INCREASED7,8337,554+279+4%$528.0K$520.4K-$7.6K2026-11-06
Private Trust Co NA
INCREASED7,8257,485+340+5%$523.2K$519.9K-$3.3K2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED7,7364,021+3,715+92%$281.1K$514.0K+$232.9K2026-10-29
Intrua Financial, LLC
INCREASED7,5597,558+1+0%$528.3K$502.2K-$26.1K2026-10-28
Ridgewood Investments LLC
INCREASED7,5287,513+15+0%$525.1K$500.1K-$25.0K2026-10-05
M.E. Allison & Co., Inc.
INCREASED7,4517,448+3+0%$520.6K$495.0K-$25.6K2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED7,2546,947+307+4%$485.6K$482.0K-$3.6K2026-11-05
Clayton Financial Group LLC
DECREASED7,2367,939-703-9%$554.9K$480.8K-$74.2K2026-10-13
Stevens Capital Partners
DECREASED7,1697,251-82-1%$506.8K$476.3K-$30.5K2026-10-29
DBK Financial Counsel, LLC
UNCHANGED7,1507,15000%$499.8K$475.0K-$24.7K2026-10-13
Lee Financial Co
INCREASED7,1496,969+180+3%$487.1K$475.0K-$12.2K2026-10-16
Oakworth Capital, Inc.
UNCHANGED6,7996,79900%$475.3K$451.7K-$23.5K2026-10-26
Bank of New York Mellon Corp
DECREASED6,7966,797-10%$475.1K$451.5K-$23.5K2026-11-05
Triad Wealth Partners, LLC
DECREASED6,7787,095-317-4%$508.4K$450.3K-$58.1K2026-10-26
St. Louis Trust Co
UNCHANGED6,7626,76200%$421.9K$449.3K+$27.4K2026-11-03
Busey Bank
UNCHANGED6,7006,70000%$468.3K$445.1K-$23.2K2026-10-26
Murphy Pohlad Asset Management LLC
UNCHANGED6,6936,69300%$467.9K$444.7K-$23.2K2026-10-22
Mission Financial Group, LLC
DECREASED6,6219,309-2,688-29%$650.7K$439.9K-$210.8K2026-10-21
Well Done, LLC
DECREASED6,5466,623-77-1%$462.9K$434.9K-$28.0K2026-10-20
Merited Wealth, LLC
DECREASED6,5267,000-474-7%$489.3K$433.6K-$55.7K2026-10-13
Five Oceans Advisors
DECREASED6,4938,230-1,737-21%$575.3K$431.4K-$143.9K2026-10-22
Keener Financial Planning LLC
UNCHANGED6,2256,22500%$435.0K$413.6K-$21.4K2026-11-06
Fonville Wealth Management LLC
NEW6,208—+6,208——$412.5K—2026-10-28
MBM Wealth Consultants, LLC
UNCHANGED6,1896,18900%$432.6K$411.2K-$21.4K2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED6,048309+5,739+1857%$21.6K$275.6K+$254.1K2026-10-30
BCO Wealth Management LLC
DECREASED5,9986,184-186-3%$432.3K$398.5K-$33.8K2026-10-14
Syverson Strege & Co
DECREASED5,9415,942-10%$415.3K$394.7K-$20.6K2026-11-02
WMG Financial Advisors, LLC
UNCHANGED5,8515,85100%$409.0K$409.0K$02026-10-28
Wealth Advisors Northwest LLC
INCREASED5,8375,824+13+0%$407.1K$387.8K-$19.3K2026-10-29
Everest Financial Group LLC
INCREASED5,8315,692+139+2%$397.9K$387.4K-$10.5K2026-11-06
Hartmann Taylor Wealth Management, LLC
UNCHANGED5,8195,81900%$363.4K$386.6K+$23.2K2026-10-14
Accredited Investor Services, LLC
UNCHANGED5,8145,81400%$406.4K$386.3K-$20.1K2026-10-22
Vision Capital Management, Inc.
UNCHANGED5,6995,69900%$398.4K$378.6K-$19.7K2026-10-20
Verus Financial Partners, Inc.
UNCHANGED5,6785,67800%$396.9K$377.2K-$19.6K2026-10-29
Collective Family Office LLC
UNCHANGED5,6585,65800%$395.5K$375.9K-$19.6K2026-10-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED5,6003,800+1,800+47%$266.0K$372.0K+$106.0K2026-11-02
Yoder Wealth Management, Inc.
UNCHANGED5,5415,54100%$387.3K$368.1K-$19.2K2026-10-13
Venture Visionary Partners LLC
INCREASED5,5015,500+1+0%$384.5K$365.5K-$18.9K2026-10-07
Amarillo National Bank
UNCHANGED5,4555,45500%$381.3K$362.4K-$18.9K2026-10-23
Discipline Wealth Solutions, LLC
DECREASED5,4345,464-30-1%$382.0K$361.1K-$20.9K2026-10-14
Goldstein Advisors, LLC
UNCHANGED5,3105,31000%$371.2K$352.8K-$18.4K2026-10-15
Towneley Capital Management, Inc / de
INCREASED5,2955,276+19+0%$368.8K$351.8K-$17.0K2026-10-09
Accredited Investors Inc.
INCREASED5,2865,283+3+0%$369.3K$351.2K-$18.0K2026-11-03
Fisher Asset Management, LLC
NEW5,271—+5,271——$350.3K—2026-11-06
Hudock, Inc.
INCREASED5,2465,220+26+1%$364.9K$348.6K-$16.3K2026-10-14
Oath Planning, LLC
DECREASED5,2325,301-69-1%$370.5K$347.6K-$22.9K2026-10-20
Mustard Seed Financial, LLC
UNCHANGED5,2045,20400%$363.8K$345.8K-$18.0K2026-10-30
Peavine Capital, LLC
UNCHANGED5,1885,18800%$362.6K$344.7K-$18.0K2026-10-13
One Way Holdings LLC
INCREASED5,1363,881+1,255+32%$271.3K$341.2K+$70.0K2026-10-29
FinDec Wealth Services, Inc.
DECREASED5,0925,132-40-1%$358.7K$338.3K-$20.4K2026-10-30
Moss Adams Wealth Advisors LLC
INCREASED5,0575,039+18+0%$352.2K$336.0K-$16.2K2026-10-28
Integrated Advisors Network LLC
UNCHANGED5,0395,03900%$352.2K$334.8K-$17.4K2026-10-20
AlphaStar Capital Management, LLC
INCREASED5,0294,585+444+10%$320.5K$334.2K+$13.7K2026-10-16
Angeles Wealth Management, LLC
DECREASED5,0187,938-2,920-37%$554.9K$333.4K-$221.5K2026-10-26
Tranquility Partners, LLC
INCREASED5,0154,947+68+1%$345.8K$333.2K-$12.6K2026-10-20
Stolz & Associates, PS
DECREASED5,0116,893-1,882-27%$481.8K$332.9K-$148.9K2026-11-05
Smith Partners Wealth Management, LLC
UNCHANGED4,8024,80200%$335.7K$319.0K-$16.6K2026-11-05
VestGen Advisors, LLC
UNCHANGED4,7504,75000%$332.0K$315.6K-$16.4K2026-10-27
Oder Investment Management, LLC
INCREASED4,7454,435+310+7%$310.0K$315.3K+$5.3K2026-11-09
Clarity Capital Advisors, LLC
UNCHANGED4,6974,69700%$328.3K$312.1K-$16.3K2026-10-27
Gryphon Financial Partners LLC
UNCHANGED4,6864,68600%$327.6K$311.3K-$16.2K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED4,6504,65000%$325.0K$308.9K-$16.1K2026-10-23
Third View Private Wealth, LLC
UNCHANGED4,6384,63800%$324.2K$308.1K-$16.0K2026-10-30
Coldstream Capital Management Inc
NEW4,383—+4,383——$291.2K—2026-11-09
Woodside Wealth Management LLC
UNCHANGED4,3204,32000%$302.0K$287.0K-$14.9K2026-10-16
Jnba Financial Advisors
NEW4,316—+4,316——$286.8K—2026-11-03
Key FInancial Inc
UNCHANGED4,2004,20000%$293.6K$279.0K-$14.5K2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED4,1444,14400%$289.7K$275.3K-$14.3K2026-10-21
Flagstone Financial Management
UNCHANGED4,1134,11300%$287.5K$273.3K-$14.2K2026-11-05
SilverOak Wealth Management LLC
UNCHANGED4,0944,09400%$286.1K$272.0K-$14.2K2026-10-29
Drive Wealth Management, LLC
INCREASED4,0864,084+2+0%$285.5K$271.5K-$14.0K2026-11-09
Mokosak Advisory Group, LLC
INCREASED4,0804,066+14+0%$284.2K$271.1K-$13.1K2026-10-20
Vermillion Wealth Management, Inc.
DECREASED4,04923,336-19,287-83%$1.6M$269.0K-$1.4M2026-10-26
Heffernan Advisory, Inc
INCREASED4,0414,029+12+0%$281.6K$268.5K-$13.1K2026-10-13
SJS Investment Consulting Inc.
INCREASED4,0323,336+696+21%$233.2K$267.9K+$34.7K2026-10-26
Core Wealth Management, Inc.
UNCHANGED4,0254,02500%$281.4K$267.4K-$13.9K2026-10-22
Pacifica Partners Inc.
UNCHANGED4,0004,00000%$275.4K$267.8K-$7.6K2026-10-09
Nova R Wealth, Inc.
INCREASED3,9773,963+14+0%$277.0K$264.2K-$12.8K2026-10-26
PDS Planning, Inc
INCREASED3,9673,654+313+9%$255.4K$263.6K+$8.2K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED3,9093,969-60-2%$277.4K$259.7K-$17.7K2026-10-22
GoalVest Advisory LLC
UNCHANGED3,9003,90000%$272.6K$259.1K-$13.5K2026-10-02
FF Advisors,LLC
UNCHANGED3,8683,86800%$270.4K$257.0K-$13.4K2026-10-21
Cypress Point Wealth Management, LLC
INCREASED3,8223,817+5+0%$266.8K$254.0K-$12.8K2026-11-03
D'Orazio & Associates, Inc.
DECREASED3,7633,983-220-6%$278.4K$250.0K-$28.4K2026-11-04
Fermata Advisors, LLC
INCREASED3,7533,740+13+0%$261.4K$249.4K-$12.0K2026-10-13
Private Advisory Group LLC
UNCHANGED3,7343,73400%$261.0K$248.1K-$12.9K2026-11-06
Western Wealth Management, LLC
UNCHANGED3,7183,71800%$259.9K$247.0K-$12.9K2026-11-09
Prism Planning Partners LLC
DECREASED3,6373,692-55-1%$258.1K$241.6K-$16.4K2026-10-27
One Day In July LLC
INCREASED3,6163,277+339+10%$229.1K$240.3K+$11.2K2026-10-30
CGN Advisors LLC
DECREASED3,5914,025-434-11%$281.4K$238.6K-$42.8K2026-10-21
Brookstone Capital Management
INCREASED3,5813,576+5+0%$250.0K$237.9K-$12.0K2026-10-22
Ironwood Financial, llc
UNCHANGED3,5783,57800%$249.4K$237.7K-$11.6K2026-10-20
Integrity Investment Advisors, LLC
UNCHANGED3,5243,52400%$246.3K$234.1K-$12.2K2026-11-03
Avantax Planning Partners, Inc.
UNCHANGED3,4793,47900%$243.2K$231.1K-$12.0K2026-11-03
Caldwell Trust Co
UNCHANGED3,4713,47100%$242.6K$230.6K-$12.0K2026-10-30
Two West Capital Advisors LLC
DECREASED3,4053,475-70-2%$243.1K$228.3K-$14.8K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED3,3813,261+120+4%$227.9K$224.6K-$3.3K2026-11-05
Register Financial Advisors LLC
UNCHANGED3,3423,34200%$233.6K$222.0K-$11.6K2026-10-23
Weil Company, Inc.
UNCHANGED3,3123,31200%$231.5K$220.0K-$11.5K2026-10-14
Secure Asset Management, LLC
DECREASED3,3009,100-5,800-64%$636.1K$219.3K-$416.8K2026-10-19
Elmwood Wealth Management, Inc.
UNCHANGED3,2963,29600%$230.4K$219.0K-$11.4K2026-10-14
First Bancorp, Inc
UNCHANGED3,2863,28600%$229.7K$218.3K-$11.4K2026-10-26
Sage Rhino Capital LLC
UNCHANGED3,2543,25400%$227.5K$216.2K-$11.3K2026-10-28
Great Valley Advisor Group, Inc.
NEW3,252—+3,252——$216.5K—2026-11-09
Financial Concepts Unlimited, Inc.
UNCHANGED3,2043,20400%$224.0K$212.9K-$11.1K2026-11-06
Sterling Financial Planning, Inc.
INCREASED3,2003,194+6+0%$223.3K$212.6K-$10.7K2026-10-28
M Wealth Management, LLC
NEW3,141—+3,141——$208.7K—2026-10-14
Signature Equity Partners, LLC
DECREASED3,1323,216-84-3%$224.8K$208.1K-$16.7K2026-10-29
Prudent Investor Advisors, LLC
NEW3,100—+3,100——$206.0K—2026-10-22
GEM Asset Management, LLC
INCREASED3,0933,082+11+0%$215.4K$205.5K-$9.9K2026-10-13
USAdvisors Wealth Management, LLC
INCREASED3,0903,085+5+0%$215.0K$205.0K-$10.0K2026-10-21
Invariant Investment Management
UNCHANGED3,0903,09000%$215.6K$209.4K-$6.2K2026-10-08
Jacobi Capital Management LLC
NEW3,049—+3,049——$202.6K—2026-11-05
Destiny Wealth Partners, LLC
INCREASED2,9872,976+11+0%$210.5K$211.1K+$6162026-11-05
SBK Financial, Inc.
UNCHANGED2,6632,66300%$186.1K$176.9K-$9.2K2026-11-02
Colony Family Offices, LLC
NEW2,527—+2,527——$167.9K—2026-10-22
Motco
UNCHANGED2,3522,35200%$164.4K$156.3K-$8.1K2026-11-09
UMB Bank, n.a.
DECREASED2,3142,987-673-23%$208.8K$153.7K-$55.0K2026-11-06
Abound Wealth Management
INCREASED2,3062,303+3+0%$161.0K$153.2K-$7.8K2026-10-26
Investors Research Corp
UNCHANGED2,2382,23800%$156.4K$148.7K-$7.7K2026-10-07
Clearstead Advisors, LLC
UNCHANGED2,1822,18200%$152.5K$145.0K-$7.5K2026-11-06
BankChampaign, National Association
UNCHANGED2,0632,06300%$144.2K$137.1K-$7.1K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED1,9321,935-30%$135.3K$128.3K-$6.9K2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED1,8583,175-1,317-41%$221.9K$123.4K-$98.5K2026-10-27
Next Level Wealth Planning, LLC
NEW1,747—+1,747——$116.1K—2026-10-29
Hantz Financial Services, Inc.
INCREASED1,5531,442+111+8%$101.0K$103.0K+$2.0K2026-11-09
Coston, McIsaac & Partners
UNCHANGED1,4011,40100%$97.0K$93.1K-$3.9K2026-11-06
Center for Financial Planning, Inc.
INCREASED1,3611,300+61+5%$90.9K$90.4K-$4462026-10-26
KFG LLC
NEW1,343—+1,343——$89.2K—2026-11-02
Albion Financial Group
UNCHANGED1,3011,30100%$90.9K$86.4K-$4.5K2026-10-21
Retirement Wealth Solutions LLC
UNCHANGED1,2371,23700%$86.5K$82.2K-$4.3K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,2331,23300%$86.2K$81.9K-$4.3K2026-10-28
John A. Wolfe & Associates, Inc.
INCREASED1,1711,167+4+0%$81.6K$77.9K-$3.8K2026-11-06
Trifecta Capital Advisors, LLC
UNCHANGED1,1161,11600%$78.0K$74.1K-$3.9K2026-10-21
Concord Wealth Partners
INCREASED1,079288+791+275%$20.1K$71.7K+$51.5K2026-11-02
Avion Wealth
NEW1,065—+1,065——$70—2026-11-04
Cdkv Holdings LLC
UNCHANGED1,0621,06200%$74.2K$70.6K-$3.7K2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED97697600%$68.2K$64.8K-$3.4K2026-10-30
Downshift Financial, LLC
UNCHANGED94794700%$66.2K$62.9K-$3.3K2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW928—+928——$61.7K—2026-10-28
Farmers & Merchants Investments Inc
NEW911—+911——$60.5K—2026-10-22
IAG Wealth Partners, LLC
UNCHANGED85285200%$59.6K$56.6K-$2.9K2026-11-06
Peterson Wealth Management
INCREASED821818+3+0%$57.2K$54.6K-$2.6K2026-11-06
Centennial Bank
UNCHANGED80680600%$56.3K$53.6K-$2.8K2026-11-09
Steph & Co
UNCHANGED71171100%$49.7K$47.2K-$2.5K2026-10-07
Birch Financial Group, LLC
NEW676—+676——$44.9K—2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED61761700%$43.1K$41.0K-$2.1K2026-10-23
Rossby Financial, LCC
INCREASED544490+54+11%$34.3K$36.1K+$1.9K2026-11-05
Trust Co of Toledo NA
UNCHANGED49749700%$34.7K$33.0K-$1.7K2026-10-16
Independence Bank of Kentucky
NEW448—+448——$29.8K—2026-10-26
United Community Bank
UNCHANGED37737700%$26.4K$25.0K-$1.3K2026-10-28
Community Financial Services Group, LLC
UNCHANGED35735700%$24.9K$24.0K-$9252026-10-15
MV Capital Management, Inc.
UNCHANGED31531500%$22.0K$20.9K-$1.1K2026-10-29
Westside Investment Management, Inc.
UNCHANGED30030000%$21.0K$20.3K-$6422026-11-02
Pittenger & Anderson Inc
UNCHANGED25325300%$17.7K$16.8K-$8772026-11-02
Evermay Wealth Management LLC
DECREASED170398-228-57%$27.8K$11.3K-$16.5K2026-11-05
Russell Investments Group, Ltd.
NEW95—+95——$6.3K—2026-11-06
Simplex Trading, LLC
NEW78—+78——$5.2K—2026-11-04
Trust Co of Vermont
UNCHANGED575700%$4.0K$3.8K-$1972026-10-21
Winch Advisory Services, LLC
UNCHANGED444400%$3.1K$2.9K-$1422026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED363600%$2.5K$2.4K-$1252026-10-20
N.E.W. Advisory Services LLC
UNCHANGED313100%$2.2K$2.1K-$1072026-11-09
Nemes Rush Group LLC
NEW13—+13——$864—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$350$333-$172026-10-23
Citigroup Inc
NEW2—+2——$133—2026-11-04
HighTower Advisors, LLC
CLOSED01,785,984-1,785,984-100%$124.8M$0-$124.8M2026-11-10
Confluence Wealth Services, Inc.
CLOSED0554,562-554,562-100%$38.8M$0-$38.8M2026-11-05
TFO Wealth Partners, LLC
CLOSED0381,720-381,720-100%$26.7M$0-$26.7M2026-11-09
Choreo, LLC
CLOSED0343,578-343,578-100%$24.0M$0-$24.0M2026-10-28
Kelly Financial Group LLC
CLOSED0329,931-329,931-100%$23.1M$0-$23.1M2026-10-16
Prism Advisors, Inc.
CLOSED0293,957-293,957-100%$20.5M$0-$20.5M2026-10-09
Fiduciary Financial Group, LLC
CLOSED0225,571-225,571-100%$15.8M$0-$15.8M2026-10-13
Aspiriant, LLC
CLOSED0188,313-188,313-100%$13.2M$0-$13.2M2026-10-16
Vestia Personal Wealth Advisors
CLOSED0185,194-185,194-100%$12.9M$0-$12.9M2026-10-20
Avondale Wealth Management
CLOSED0146,346-146,346-100%$10.2M$0-$10.2M2026-10-15
Gradient Capital Advisors, LLC
CLOSED0134,622-134,622-100%$9.4M$0-$9.4M2026-10-21
Highland Investment Advisors LLC
CLOSED0134,493-134,493-100%$9.4M$0-$9.4M2026-11-09
Scratch Capital LLC
CLOSED0131,831-131,831-100%$9.2M$0-$9.2M2026-11-02
Watershed Private Wealth LLC
CLOSED0114,095-114,095-100%$8.0M$0-$8.0M2026-10-30
Studio Investment Management LLC
CLOSED090,520-90,520-100%$6.3M$0-$6.3M2026-10-22
Gibson Capital, LLC
CLOSED088,993-88,993-100%$6.2M$0-$6.2M2026-10-23
Lionshead Wealth Management, LLC
CLOSED087,115-87,115-100%$6.1M$0-$6.1M2026-10-21
Porter White Investment Advisors, Inc.
CLOSED081,639-81,639-100%$5.7M$0-$5.7M2026-10-14
HB Wealth Management, LLC
CLOSED081,546-81,546-100%$5.7M$0-$5.7M2026-10-23
B&D White Capital Company, LLC
CLOSED077,213-77,213-100%$5.4M$0-$5.4M2026-11-02
Certified Advisory Corp
CLOSED076,187-76,187-100%$5.3M$0-$5.3M2026-10-29
Fortitude Family Office, LLC
CLOSED073,148-73,148-100%$5.1M$0-$5.1M2026-10-14
Total Clarity Wealth Management, Inc.
CLOSED071,642-71,642-100%$5.0M$0-$5.0M2026-10-26
Ares Financial Consulting, LLC
CLOSED071,147-71,147-100%$5.0M$0-$5.0M2026-10-19
Thayer Financial, L.L.C.
CLOSED058,801-58,801-100%$4.1M$0-$4.1M2026-10-21
EverSource Wealth Advisors, LLC
CLOSED056,377-56,377-100%$3.9M$0-$3.9M2026-11-04
Freedom Investment Management, Inc.
CLOSED053,524-53,524-100%$3.7M$0-$3.7M2026-11-09
Tennessee Valley Asset Management Partners
CLOSED053,206-53,206-100%$3.7M$0-$3.7M2026-11-03
Strategic Blueprint, LLC
CLOSED030,881-30,881-100%$2.2M$0-$2.2M2026-10-22
Root Financial Partners, LLC
CLOSED030,205-30,205-100%$2.1M$0-$2.1M2026-10-21
Lodestone Wealth Management LLC
CLOSED027,372-27,372-100%$1.9M$0-$1.9M2026-10-14
Legacy Financial Advisors, Inc.
CLOSED025,822-25,822-100%$1.8M$0-$1.8M2026-11-09
Aspirean Wealth, LLC
CLOSED023,728-23,728-100%$1.7M$0-$1.7M2026-11-03
Harbour Investments, Inc.
CLOSED021,189-21,189-100%$1.5M$0-$1.5M2026-11-09
Partners in Financial Planning
CLOSED018,138-18,138-100%$1.3M$0-$1.3M2026-11-06
MB Generational Wealth, LLC
CLOSED016,911-16,911-100%$1.2M$0-$1.2M2026-11-09
Capital Investment Advisors, LLC
CLOSED014,867-14,867-100%$1.0M$0-$1.0M2026-10-22
Good Harbor Advisors, Inc.
CLOSED013,561-13,561-100%$947.9K$0-$947.9K2026-10-20
Concentrum Wealth Management
CLOSED013,462-13,462-100%$941.0K$0-$941.0K2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED012,547-12,547-100%$877.1K$0-$877.1K2026-11-04
MGO One Seven LLC
CLOSED012,089-12,089-100%$845.0K$0-$845.0K2026-10-28
Concurrent Investment Advisors, LLC
CLOSED011,858-11,858-100%$828.8K$0-$828.8K2026-10-16
Bdfs Capital LLC
CLOSED011,378-11,378-100%$795.3K$0-$795.3K2026-10-14
Focus Financial Network, Inc.
CLOSED010,623-10,623-100%$742.5K$0-$742.5K2026-10-14
AlphaCore Capital LLC
CLOSED010,425-10,425-100%$728.7K$0-$728.7K2026-11-04
Liberty Capital Management, Inc.
CLOSED010,305-10,305-100%$720.3K$0-$720.3K2026-11-02
M Holdings Securities, Inc.
CLOSED010,097-10,097-100%$703.0K$0-$703.0K2026-11-03
Nicholas Hoffman & Company, Llc.
CLOSED09,888-9,888-100%$691.1K$0-$691.1K2026-10-30
Ascent Group, LLC
CLOSED09,665-9,665-100%$675.6K$0-$675.6K2026-10-30
Correct Capital Wealth Management
CLOSED09,033-9,033-100%$631.4K$0-$631.4K2026-11-02
Accurate Wealth Management, LLC
CLOSED08,918-8,918-100%$621.1K$0-$621.1K2026-10-20
Monument Group Wealth Advisors, LLC
CLOSED08,311-8,311-100%$581.0K$0-$581.0K2026-10-21
West Wealth Group, LLC
CLOSED08,160-8,160-100%$570.4K$0-$570.4K2026-10-14
Integrity Alliance, Llc.
CLOSED07,724-7,724-100%$539.9K$0-$539.9K2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED07,000-7,000-100%$489.3K$0-$489.3K2026-10-16
Parkside Investments, LLC
CLOSED06,881-6,881-100%$481.0K$0-$481.0K2026-10-20
Prospera Financial Services Inc
CLOSED06,673-6,673-100%$466.5K$0-$466.5K2026-11-04
Mitchell Capital Management Co
CLOSED06,360-6,360-100%$444.6K$0-$444.6K2026-10-29
First Financial Group Corp
CLOSED06,300-6,300-100%$440.4K$0-$440.4K2026-10-22
Stage Harbor Financial, LLC
CLOSED06,263-6,263-100%$437.8K$0-$437.8K2026-11-03
Acorn Financial Advisory Services Inc
CLOSED06,001-6,001-100%$419.5K$0-$419.5K2026-11-02
Nwam LLC
CLOSED05,852-5,852-100%$409.1K$0-$409.1K2026-11-09
Pinnacle Associates LTD
CLOSED05,544-5,544-100%$387.5K$0-$387.5K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
CLOSED05,514-5,514-100%$385.4K$0-$385.4K2026-10-23
Thoroughbred Financial Services, LLC
CLOSED05,506-5,506-100%$384.0K$0-$384.0K2026-11-09
Corundum Group, Inc.
CLOSED04,908-4,908-100%$343.1K$0-$343.1K2026-10-28
Cathy Pareto & Associates, Inc
CLOSED04,908-4,908-100%$343.1K$0-$343.1K2026-10-15
Citizens Financial Group Inc
CLOSED04,872-4,872-100%$340.6K$0-$340.6K2026-10-23
North Capital, Inc.
CLOSED04,818-4,818-100%$336.8K$0-$336.8K2026-10-16
Wealthcare Advisory Partners LLC
CLOSED04,380-4,380-100%$306.2K$0-$306.2K2026-10-21
Washington Trust Advisors, Inc.
CLOSED04,150-4,150-100%$290.1K$0-$290.1K2026-10-22
Robinswood Financial LLC
CLOSED03,982-3,982-100%$278.4K$0-$278.4K2026-10-20
Americana Partners, LLC
CLOSED03,640-3,640-100%$254.4K$0-$254.4K2026-10-28
Align Financial, LLC
CLOSED03,342-3,342-100%$233.6K$0-$233.6K2026-10-16
Level Four Advisory Services, LLC
CLOSED03,302-3,302-100%$230.9K$0-$230.9K2026-11-06
WestHill Financial Advisors, Inc.
CLOSED03,261-3,261-100%$227.9K$0-$227.9K2026-10-14
Winter & Associates, Inc.
CLOSED03,109-3,109-100%$217.3K$0-$217.3K2026-10-23
Shepherd Financial Partners LLC
CLOSED03,079-3,079-100%$215.2K$0-$215.2K2026-11-03
Washington Trust Bank
CLOSED03,026-3,026-100%$211.5K$0-$211.5K2026-11-03
Bridges Investment Management Inc
CLOSED03,000-3,000-100%$209.7K$0-$209.7K2026-11-10
Financial Security Advisor, Inc.
CLOSED02,988-2,988-100%$208.9K$0-$208.9K2026-11-03
Grey Fox Wealth Advisors, LLC
CLOSED02,960-2,960-100%$206.9K$0-$206.9K2026-11-03
AdvisorNet Financial, Inc
CLOSED02,959-2,959-100%$206.8K$0-$206.8K2026-10-15
Accretive Wealth Partners, LLC
CLOSED02,951-2,951-100%$206.3K$0-$206.3K2026-11-06
McAdam, LLC
CLOSED02,930-2,930-100%$204.8K$0-$204.8K2026-10-21
Fifth Third Wealth Advisors LLC
CLOSED02,902-2,902-100%$202.9K$0-$202.9K2026-10-22
tru Independence LLC
CLOSED02,896-2,896-100%$202.4K$0-$202.4K2026-10-20
Advisor OS, LLC
CLOSED02,890-2,890-100%$202.0K$0-$202.0K2026-11-03
Fairvoy Private Wealth, LLC
CLOSED02,874-2,874-100%$200.9K$0-$200.9K2026-10-19
Hurley Capital, LLC
CLOSED02,782-2,782-100%$194.5K$0-$194.5K2026-11-05
Princeton Global Asset Management LLC
CLOSED02,500-2,500-100%$174.8K$0-$174.8K2026-10-21
Brooklyn FI, LLC
CLOSED02,449-2,449-100%$172.9K$0-$172.9K2026-11-05
S.A. Mason LLC
CLOSED02,029-2,029-100%$141.8K$0-$141.8K2026-10-13
Parallel Advisors, LLC
CLOSED01,166-1,166-100%$81.5K$0-$81.5K2026-11-03
Global Trust Asset Management, LLC
CLOSED01,000-1,000-100%$69.9K$0-$69.9K2026-10-19
CGC Financial Services, LLC
CLOSED0942-942-100%$65.8K$0-$65.8K2026-10-13
Mascoma Wealth Management LLC
CLOSED0575-575-100%$40.2K$0-$40.2K2026-10-23
Signature Resources Capital Management, LLC
CLOSED0520-520-100%$36.3K$0-$36.3K2026-10-16
Transce3nd, LLC
CLOSED0367-367-100%$25.6K$0-$25.6K2026-10-26
Creative Capital Management Investments LLC
CLOSED0356-356-100%$24.9K$0-$24.9K2026-10-28
NBT Bank, N.A.
CLOSED0326-326-100%$22.8K$0-$22.8K2026-10-21
Gables Capital Management Inc.
CLOSED0319-319-100%$22.3K$0-$22.3K2026-11-04
Evolution Advisers, Inc.
CLOSED0288-288-100%$20.0K$0-$20.0K2026-11-06
Gill Capital Partners, LLC
CLOSED0171-171-100%$12.0K$0-$12.0K2026-10-13
1620 Investment Advisors, Inc.
CLOSED0135-135-100%$9.4K$0-$9.4K2026-11-04
LifeSteps Financial, Inc.
CLOSED078-78-100%$5.5K$0-$5.5K2026-10-15
Trust Co
CLOSED044-44-100%$3.1K$0-$3.1K2026-10-09
Archer Investment Corp
CLOSED035-35-100%$2.4K$0-$2.4K2026-11-05
Quest 10 Wealth Builders, Inc.
CLOSED010-10-100%$699$0-$6992026-11-02
Signaturefd, LLC
CLOSED01-1-100%$71$0-$712026-10-23
Focus Partners Wealth
N/A—12,491,981-12,491,981-100%$873.2M———
Pure Financial Advisors, LLC
N/A—5,711,959-5,711,959-100%$399.3M———
Focus Partners Advisor Solutions, LLC
N/A—5,632,475-5,632,475-100%$393.7M———
EP Wealth Advisors, LLC
N/A—4,751,916-4,751,916-100%$332.2M———
Jackson Thornton Wealth Management, LLC
N/A—2,814,122-2,814,122-100%$196.7M———
Raymond James Financial Inc
N/A—1,834,767-1,834,767-100%$128.3M———
Mercer Global Advisors Inc
N/A—1,681,761-1,681,761-100%$117.6M———
Bank of America Corp
N/A—1,618,758-1,618,758-100%$113.2M———
Smartleaf Asset Management LLC
N/A—1,491,922-1,491,922-100%$104.2M———
Truepoint, Inc.
N/A—1,464,173-1,464,173-100%$102.3M———
Great OAK Capital Partners, LLC
N/A—1,438,350-1,438,350-100%$100.2M———
Sequoia Financial Advisors, LLC
N/A—1,391,428-1,391,428-100%$97.3M———
Cerity Partners LLC
N/A—1,335,533-1,335,533-100%$93.4M———
Premier Financial Group
N/A—1,182,811-1,182,811-100%$82.7M———
Parkwoods Wealth Partners, LLC
N/A—925,410-925,410-100%$64.7M———
Team Hewins, LLC
N/A—917,911-917,911-100%$64.2M———
Jones Financial Companies Lllp
N/A—846,849-846,849-100%$59.2M———
Envestnet Asset Management Inc
N/A—825,208-825,208-100%$57.7M———
Mariner, LLC
N/A—787,152-787,152-100%$55.0M———
KEB Asset Management, LLC
N/A—685,036-685,036-100%$47.9M———
Cetera Investment Advisers
N/A—662,401-662,401-100%$46.3M———
JPMorgan Chase & Co
N/A—658,102-658,102-100%$46.0M———
Tumwater Wealth Management, LLC
N/A—636,708-636,708-100%$44.5M———
UBS Group AG
N/A—529,301-529,301-100%$37.0M———
Mosaic Family Wealth Partners, LLC
N/A—505,941-505,941-100%$35.4M———
Beaird Harris Wealth Management, LLC
N/A—472,417-472,417-100%$33.0M———
Planning Center, Inc.
N/A—467,301-467,301-100%$32.7M———
AE Wealth Management LLC
N/A—454,658-454,658-100%$31.8M———
AQR Capital Management LLC
N/A—447,591-447,591-100%$31.3M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—384,676-384,676-100%$26.9M———
Betterment LLC
N/A—380,189-380,189-100%$26.6M———
Equitable Holdings, Inc.
N/A—363,048-363,048-100%$25.4M———
BlackRock, Inc.
N/A—349,809-349,809-100%$24.5M———
Kilner Capital Advisors, LLC
N/A—319,755-319,755-100%$22.3M———
Atlantic Union Bankshares Corp
N/A—315,251-315,251-100%$22.0M———
Northwestern Mutual Wealth Management Co
N/A—314,291-314,291-100%$22.0M———
Bridge Generations Wealth Management LLC
N/A—311,403-311,403-100%$21.8M———
Crestmont Private Wealth LLC
N/A—306,999-306,999-100%$21.5M———
Financial Engines Advisors L.L.C.
N/A—302,749-302,749-100%$21.2M———
Beacon Pointe Advisors, LLC
N/A—301,249-301,249-100%$21.1M———
Dopkins Wealth Management, LLC
N/A—292,783-292,783-100%$20.5M———
Royal Bank of Canada
N/A—277,525-277,525-100%$19.4M———
Libra Wealth LLC
N/A—276,118-276,118-100%$19.3M———
Aspen Capital Management, LLC
N/A—274,326-274,326-100%$19.2M———
Pathstone Holdings, LLC
N/A—273,030-273,030-100%$19.1M———
WPWealth LLP
N/A—252,326-252,326-100%$17.6M———
Morgan Stanley
N/A—245,275-245,275-100%$17.1M———
Professional Financial Solutions LLC
N/A—237,571-237,571-100%$16.6M———
Graver Capital Management, LLC
N/A—235,845-235,845-100%$16.5M———
Ruedi Wealth Management, Inc.
N/A—212,725-212,725-100%$14.9M———
Osaic Holdings, Inc.
N/A—203,905-203,905-100%$14.3M———
Disciplined Investments, LLC
N/A—180,235-180,235-100%$12.6M———
Pinney & Scofield, Inc.
N/A—177,700-177,700-100%$12.4M———
Vance Wealth, LLC
N/A—167,087-167,087-100%$11.7M———
MML Investors Services, LLC
N/A—161,696-161,696-100%$11.3M———
American Investment Services, Inc.
N/A—142,440-142,440-100%$10.0M———
Stratos Wealth Partners, Ltd.
N/A—142,098-142,098-100%$9.9M———
Strategic Investment Solutions, Inc.
N/A—141,622-141,622-100%$9.9M———
Liberty Wealth Management LLC
N/A—134,174-134,174-100%$8.4M———
Captrust Financial Advisors
N/A—128,258-128,258-100%$9.0M———
Annandale Capital, LLC
N/A—128,199-128,199-100%$9.0M———
Quantinno Capital Management LP
N/A—126,195-126,195-100%$8.8M———
Rather & Kittrell, Inc.
N/A—123,490-123,490-100%$8.6M———
Mason Investment Advisory Services, Inc.
N/A—120,467-120,467-100%$8.4M———
Arkadios Wealth Advisors
N/A—118,676-118,676-100%$8.3M———
Capstone Wealth Management, Inc.
N/A—114,468-114,468-100%$8.0M———
Seneschal Advisors, LLC
N/A—106,795-106,795-100%$7.5M———
FMB Wealth Management
N/A—103,198-103,198-100%$7.2M———
Stifel Financial Corp
N/A—99,318-99,318-100%$6.9M———
NewEdge Advisors, LLC
N/A—99,069-99,069-100%$6.9M———
Claris Advisors, LLC / MO /
N/A—91,789-91,789-100%$6.4M———
Glassy Mountain Advisors, Inc.
N/A—88,166-88,166-100%$6.2M———
WorthPointe, LLC
N/A—87,024-87,024-100%$6.1M———
Baird Financial Group, Inc.
N/A—86,953-86,953-100%$6.1M———
Private Advisor Group, LLC
N/A—85,938-85,938-100%$6.0M———
Platform Wealth Management, LLC
N/A—83,404-83,404-100%$5.8M———
MAI Capital Management
N/A—79,250-79,250-100%$5.5M———
Bragg Financial Advisors, Inc
N/A—77,148-77,148-100%$5.4M———
Passive Capital Management, Llc.
N/A—76,992-76,992-100%$4.6M———
Walter & Keenan Wealth Management LLC
N/A—75,642-75,642-100%$5.3M———
BBR Partners, LLC
N/A—74,672-74,672-100%$5.2M———
Hill Investment Group Partners, LLC
N/A—68,978-68,978-100%$4.8M———
Broadhurst Jeffrey B
N/A—68,950-68,950-100%$4.8M———
Natixis Advisors, LLC
N/A—66,577-66,577-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—63,856-63,856-100%$4.5M———
Zhang Financial LLC
N/A—63,378-63,378-100%$4.4M———
Susquehanna International Group, LLP
N/A—62,913-62,913-100%$4.4M———
Citadel Advisors LLC
N/A—61,671-61,671-100%$4.3M———
Vantage Point Financial LLC
N/A—59,930-59,930-100%$4.2M———
Pinnacle Financial Partners, Inc.
N/A—59,452-59,452-100%$4.2M———
Vistica Wealth Advisors, LLC
N/A—59,060-59,060-100%$4.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—58,053-58,053-100%$4.1M———
Morris Financial Concepts, Inc.
N/A—57,253-57,253-100%$4.0M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—55,778-55,778-100%$3.9M———
Curio Wealth, LLC
N/A—55,360-55,360-100%$3.9M———
PW Advisors, LLC \ FL
N/A—55,190-55,190-100%$3.9M———
Moneta Group Investment Advisors LLC
N/A—55,017-55,017-100%$3.8M———
Waverly Advisors, LLC
N/A—52,472-52,472-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—50,761-50,761-100%$3.5M———
OneDigital Investment Advisors LLC
N/A—50,454-50,454-100%$3.5M———
Entelevest, LLC
N/A—49,450-49,450-100%$3.5M———
Beckerman Institutional, LLC
N/A—47,386-47,386-100%$3.3M———
Applied Capital LLC
N/A—46,620-46,620-100%$3.3M———
Fiduciary Financial Advisors
N/A—45,908-45,908-100%$3.2M———
Aegis Wealth Management LLC
N/A—45,428-45,428-100%$3.2M———
Tyche Wealth Partners LLC
N/A—42,925-42,925-100%$3.0M———
Ponta Wealth Partners, LLC
N/A—41,657-41,657-100%$2.9M———
FMR LLC
N/A—41,422-41,422-100%$2.9M———
Nuveen, LLC
N/A—39,003-39,003-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—38,402-38,402-100%$2.7M———
Mutual Advisors, LLC
N/A—37,743-37,743-100%$2.6M———
Bridgewater Advisors Inc.
N/A—37,725-37,725-100%$2.7M———
Northern Trust Corp
N/A—37,271-37,271-100%$2.6M———
Rehmann Capital Advisory Group
N/A—35,172-35,172-100%$2.5M———
Cresset Asset Management, LLC
N/A—34,977-34,977-100%$2.4M———
Savvy Advisors, Inc.
N/A—34,582-34,582-100%$2.4M———
Sanctuary Advisors, LLC
N/A—33,578-33,578-100%$2.3M———
Global Retirement Partners, LLC
N/A—33,043-33,043-100%$2.3M———
Corus Family Wealth Advisors
N/A—32,066-32,066-100%$2.2M———
Cascade Financial Partners, LLC
N/A—31,915-31,915-100%$2.2M———
Caprock Group, LLC
N/A—31,234-31,234-100%$2.2M———
SEI Investments Co
N/A—28,493-28,493-100%$2.0M———
Aptus Capital Advisors, LLC
N/A—27,866-27,866-100%$1.9M———
Ameriprise Financial Inc
N/A—27,615-27,615-100%$1.9M———
CarsonAllaria Wealth Management, Ltd.
N/A—26,624-26,624-100%$1.9M———
O'shaughnessy Asset Management, LLC
N/A—25,511-25,511-100%$1.8M———
Wells Fargo & Company
N/A—25,370-25,370-100%$1.8M———
Curi Capital, LLC
N/A—24,525-24,525-100%$1.7M———
Goldman Sachs Group Inc
N/A—24,333-24,333-100%$1.7M———
NerdWallet Wealth Partners, LLC
N/A—23,466-23,466-100%$1.6M———
Compass Advisory Group LLC
N/A—23,253-23,253-100%$1.6M———
WealthCollab, LLC
N/A—22,975-22,975-100%$1.6M———
Arax Advisory Partners
N/A—22,421-22,421-100%$1.6M———
TRU Independence Asset Management 2, LLC
N/A—22,160-22,160-100%$1.5M———
MSA Advisors, LLC
N/A—21,687-21,687-100%$1.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,853-20,853-100%$1.5M———
Capital Group Private Client Services, Inc.
N/A—20,848-20,848-100%$1.5M———
Measured Wealth Private Client Group, LLC
N/A—20,187-20,187-100%$1.4M———
Black Swift Group, LLC
N/A—20,000-20,000-100%$1.4M———
Tobias Financial Advisors, Inc.
N/A—19,531-19,531-100%$1.4M———
IHT Wealth Management, LLC
N/A—19,442-19,442-100%$1.4M———
Integrity Wealth Solutions LLC
N/A—19,137-19,137-100%$1.3M———
Maripau Wealth Management LLC
N/A—18,703-18,703-100%$1.3M———
Cloud Capital Management, LLC
N/A—17,915-17,915-100%$1.3M———
XTX Topco Ltd
N/A—17,788-17,788-100%$1.2M———
Centaurus Financial, Inc.
N/A—17,713-17,713-100%$1.2M———
Summit Financial, LLC
N/A—17,192-17,192-100%$1.2M———
Wealthspan Partners, LLC
N/A—16,949-16,949-100%$1.2M———
Axis Wealth Partners, LLC
N/A—16,699-16,699-100%$1.2M———
Roundview Capital LLC
N/A—16,169-16,169-100%$1.1M———
Trustmark Bank Trust Department
N/A—16,080-16,080-100%$1.1M———
Rialto Wealth Management, LLC
N/A—15,928-15,928-100%$1.1M———
Eaton Financial Holdings Company, LLC
N/A—15,338-15,338-100%$1.1M———
Janney Montgomery Scott LLC
N/A—14,171-14,171-100%$991.0K———
CreativeOne Wealth, LLC
N/A—14,142-14,142-100%$988.6K———
CVA Family Office, LLC
N/A—14,136-14,136-100%$988.1K———
Keebeck Wealth Management
N/A—14,040-14,040-100%$981.4K———
Safeguard Investment Advisory Group, LLC
N/A—13,941-13,941-100%$974.4K———
Dakota Wealth Management
N/A—13,398-13,398-100%$936.5K———
Berger Financial Group, Inc
N/A—13,166-13,166-100%$920.3K———
SageView Advisory Group, LLC
N/A—13,044-13,044-100%$911.8K———
Range Advisory, LLC
N/A—12,965-12,965-100%$906.3K———
Medallion Wealth Advisors, LLC
N/A—12,890-12,890-100%$901.0K———
Commerce Bank
N/A—12,373-12,373-100%$864.9K———
Foundations Investment Advisors, LLC
N/A—12,293-12,293-100%$859.3K———
Dorsey & Whitney Trust Co LLC
N/A—12,251-12,251-100%$856.3K———
NCM Capital Management, LLC
N/A—11,774-11,774-100%$823.0K———
Westmount Partners, LLC
N/A—11,656-11,656-100%$814.7K———
&partners
N/A—11,635-11,635-100%$813.3K———
Stratos Investment Management, LLC
N/A—11,622-11,622-100%$812.4K———
Trailhead Planners LLC
N/A—11,476-11,476-100%$802.2K———
QRG Capital Management, Inc.
N/A—10,669-10,669-100%$745.8K———
Strategic Financial Services, Inc.
N/A—10,658-10,658-100%$745.0K———
Rollins Financial Advisors, LLC
N/A—10,525-10,525-100%$735.7K———
Wealth Management Strategies, Inc.
N/A—10,445-10,445-100%$730.1K———
Cary Street Partners Financial LLC
N/A—10,358-10,358-100%$724.0K———
Keel Point, LLC
N/A—10,169-10,169-100%$710.8K———
United Capital Financial Advisors, LLC
N/A—9,576-9,576-100%$669.0K———
Empower Advisory Group, LLC
N/A—9,421-9,421-100%$658.5K———
Renaissance Technologies LLC
N/A—8,705-8,705-100%$608.5K———
Lbmc Investment Advisors, LLC
N/A—8,626-8,626-100%$603.0K———
Painted Porch Advisors LLC
N/A—8,620-8,620-100%$602.5K———
Fort Point Capital Partners LLC
N/A—8,534-8,534-100%$596.5K———
Stonebridge Financial Group, LLC
N/A—8,491-8,491-100%$593.0K———
NWK Group, Inc.
N/A—8,329-8,329-100%$582.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—8,317-8,317-100%$581.4K———
IEQ Capital, LLC
N/A—8,314-8,314-100%$581.1K———
Composition Wealth, LLC
N/A—8,250-8,250-100%$576.7K———
Sand Hill Global Advisors, LLC
N/A—8,128-8,128-100%$568.1K———
Nalls Sherbakoff Group, LLC
N/A—8,074-8,074-100%$564.4K———
Wealthspire Advisors, LLC
N/A—8,061-8,061-100%$563.5K———
Modern Wealth Management, LLC
N/A—7,967-7,967-100%$556.9K———
Madison Wealth Partners, Inc
N/A—7,867-7,867-100%$549.9K———
Okabena Investment Services Inc
N/A—7,423-7,423-100%$518.9K———
Greenline Partners, LLC
N/A—7,281-7,281-100%$508.9K———
Colonial Trust Co / SC
N/A—7,279-7,279-100%$508.8K———
Wick Capital Partners, LLC
N/A—7,174-7,174-100%$501.5K———
Vestmark Advisory Solutions, Inc.
N/A—6,947-6,947-100%$485.6K———
Benningfield Financial Advisors, LLC
N/A—6,942-6,942-100%$485.2K———
Rowlandmiller & Partners.adv
N/A—6,748-6,748-100%$471.7K———
W1m Asset Management Ltd
N/A—6,734-6,734-100%$470.6K———
Geometric Wealth Advisors
N/A—6,522-6,522-100%$455.9K———
Fortis Advisors, LLC
N/A—6,403-6,403-100%$447.6K———
D. E. Shaw & Co., Inc.
N/A—6,377-6,377-100%$445.8K———
Brown Advisory Inc
N/A—6,316-6,316-100%$441.5K———
First Manhattan Co. Llc.
N/A—6,281-6,281-100%$439.0K———
Blair William & Co
N/A—6,266-6,266-100%$438.0K———
Vertex Planning Partners, LLC
N/A—6,250-6,250-100%$436.9K———
HTG Investment Advisors, Inc.
N/A—6,118-6,118-100%$427.6K———
Lansing Street Advisors
N/A—6,026-6,026-100%$421.2K———
Brookwood Investment Group LLC
N/A—6,007-6,007-100%$419.9K———
Sequent Asset Management, LLC
N/A—5,932-5,932-100%$414.6K———
Tower Research Capital LLC (TRC)
N/A—5,794-5,794-100%$405.0K———
Advisory Services Network, LLC
N/A—5,747-5,747-100%$401.7K———
Transcend Capital Advisors, LLC
N/A—5,720-5,720-100%$399.8K———
Hanover Advisors Inc
N/A—5,595-5,595-100%$391.1K———
Two Sigma Securities, LLC
N/A—5,511-5,511-100%$385.2K———
National Bank of Canada
N/A—5,324-5,324-100%$371.1K———
Cambient Family Office, LLC
N/A—5,288-5,288-100%$369.6K———
Paragon Financial Partners, Inc.
N/A—5,082-5,082-100%$359.5K———
Ameritas Investment Partners, Inc.
N/A—5,039-5,039-100%$352.2K———
Bannerstone Capital Management, LLC
N/A—5,016-5,016-100%$350.6K———
McCartney Wealth Management LLC
N/A—4,978-4,978-100%$348.0K———
Disciplined Investors, L.L.C.
N/A—4,852-4,852-100%$339.1K———
ST Germain D J Co Inc
N/A—4,847-4,847-100%$338.8K———
Stonebridge Financial Group, LLC / MO
N/A—4,843-4,843-100%$338.5K———
Brown Brothers Harriman & Co
N/A—4,704-4,704-100%$328.8K———
Huntington National Bank
N/A—4,646-4,646-100%$324.8K———
Significant Wealth Partners LLC
N/A—4,611-4,611-100%$322.3K———
World Investment Advisors
N/A—4,576-4,576-100%$285.8K———
Destination Wealth Management
N/A—4,428-4,428-100%$309.5K———
GeoWealth Management, LLC
N/A—4,297-4,297-100%$300.4K———
Vident Advisory, LLC
N/A—4,296-4,296-100%$300.3K———
Ellenbecker Investment Group
N/A—4,287-4,287-100%$299.7K———
Kovack Advisors, Inc.
N/A—4,277-4,277-100%$298.4K———
NorthRock Partners, LLC
N/A—4,272-4,272-100%$298.6K———
Envestnet Portfolio Solutions, Inc.
N/A—4,004-4,004-100%$279.9K———
Trexquant Investment LP
N/A—3,921-3,921-100%$274.1K———
Gentry Private Wealth, LLC
N/A—3,900-3,900-100%$272.6K———
Franklin Resources Inc
N/A—3,827-3,827-100%$267.5K———
Granite Bay Wealth Management, LLC
N/A—3,717-3,717-100%$260.0K———
FFT Wealth Management LLC
N/A—3,709-3,709-100%$259.2K———
Frazier Financial Advisors, LLC
N/A—3,615-3,615-100%$252.7K———
Waterloo Capital, L.P.
N/A—3,611-3,611-100%$252.4K———
Orion Porfolio Solutions, LLC
N/A—3,481-3,481-100%$243.3K———
Advyzon Investment Management, LLC
N/A—3,347-3,347-100%$234.0K———
Canal Capital Management, LLC
N/A—3,330-3,330-100%$232.8K———
Raffa Wealth Management, LLC
N/A—3,323-3,323-100%$232.3K———
Balanced Rock Investment Advisors LLC
N/A—3,304-3,304-100%$231.0K———
Novak & Powell Financial Services, Inc.
N/A—3,290-3,290-100%$230.0K———
Marble Wealth, LLC
N/A—3,271-3,271-100%$228.6K———
First National Bank of Omaha
N/A—3,237-3,237-100%$226.1K———
Ameritas Advisory Services, LLC
N/A—3,186-3,186-100%$222.7K———
Rothschild Investment LLC
N/A—3,123-3,123-100%$218.3K———
Kera Capital Partners, Inc.
N/A—3,106-3,106-100%$217.1K———
WJ Financial Advisors LLC
N/A—3,074-3,074-100%$214.9K———
Principal Securities, Inc.
N/A—3,071-3,071-100%$214.7K———
Forum Finance Group S.A.
N/A—3,070-3,070-100%$173———
Castle Wealth Management LLC
N/A—3,022-3,022-100%$211.2K———
Odyssey Group, LLC
N/A—2,971-2,971-100%$207.7K———
Northeast Planning Associates, Inc. / NH /
N/A—2,912-2,912-100%$203.5K———
MJP Associates Inc
N/A—2,890-2,890-100%$202.0K———
E-Wealth Partners, LLC
N/A—2,890-2,890-100%$202.0K———
Prosperity Bancshares Inc
N/A—2,733-2,733-100%$191.0K———
Operose Advisors LLC
N/A—2,714-2,714-100%$189.7K———
Cary Street Partners Investment Advisory LLC
N/A—2,132-2,132-100%$149.1K———
C M Bidwell & Associates LTD
N/A—2,115-2,115-100%$147.8K———
Glassman Wealth Services
N/A—2,054-2,054-100%$143.6K———
Howe & Rusling Inc
N/A—2,047-2,047-100%$143.1K———
UBS Asset Management Americas LLC
N/A—1,383-1,383-100%$96.7K———
Keating Financial Advisory Services, Inc.
N/A—1,337-1,337-100%$93.5K———
Whittier Trust Co
N/A—1,329-1,329-100%$92.7K———
Providence Capital Advisors, LLC
N/A—1,329-1,329-100%$92.9K———
JPL Wealth Management, LLC
N/A—1,272-1,272-100%$88.9K———
Sittner & Nelson, LLC
N/A—1,213-1,213-100%$84.8K———
Vanguard Advisers Inc
N/A—868-868-100%$60.7K———
Timmons Wealth Management, LLC
N/A—834-834-100%$58.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—832-832-100%$58.2K———
Bartlett & Co. Wealth Management LLC
N/A—749-749-100%$52.4K———
Qube Research & Technologies Ltd
N/A—475-475-100%$33.2K———
Tiaa Wealth Investment Management LLC
N/A—444-444-100%$31.1K———
CoreFirst Bank & Trust
N/A—443-443-100%$31.0K———
Truvestments Capital LLC
N/A—164-164-100%$11.5K———
Capital Analysts, LLC
N/A—112-112-100%$8———
Continuum Advisory, LLC
N/A—102-102-100%$7.1K———
Horizon Investments, LLC
N/A—47-47-100%$3.3K———
Private Wealth Asset Management, LLC
N/A—1-1-100%$70———
Showing 890 of 890 institutions