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Dimensional US Marketwide VA (DFUV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
INCREASED
Shares15,301,838 from 15,249,311
Change+52,527 (+0%)
Value$841.6M (+$2.5M)
Filed 2026-11-06
Index Fund Advisors, Inc.
DECREASED
Shares5,744,513 from 5,787,541
Change-43,028 (-1%)
Value$315.9M (-$2.4M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares4,842,241 from 4,865,323
Change-23,082 (0%)
Value$266.3M (-$1.3M)
Filed 2026-11-02
HighTower Advisors, LLC
DECREASED
Shares4,350,207 from 4,432,562
Change-82,355 (-2%)
Value$239.3M (-$4.6M)
Filed 2026-11-10
TCI Wealth Advisors, Inc.
DECREASED
Shares3,927,882 from 4,044,731
Change-116,849 (-3%)
Value$216.0M (-$6.5M)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,523,255 from 3,355,094
Change+168,161 (+5%)
Value$193.8M (+$9.2M)
Filed 2026-10-27
Plancorp, LLC
DECREASED
Shares3,145,422 from 3,242,114
Change-96,692 (-3%)
Value$178.6M (+$216.0K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares2,236,663 from 2,291,735
Change-55,072 (-2%)
Value$123.0M (-$3.1M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,982,111 from 1,853,369
Change+128,742 (+7%)
Value$110.3M (+$8.4M)
Filed 2026-10-13
Maseco LLP
DECREASED
Shares1,918,321 from 1,999,281
Change-80,960 (-4%)
Value$105.5M (-$4.5M)
Filed 2026-10-27
Porter White Investment Advisors, Inc.
INCREASED
Shares1,776,168 from 886,806
Change+889,362 (+100%)
Value$97.7M (+$48.9M)
Filed 2026-10-14
Trust Co of the South
DECREASED
Shares1,584,375 from 1,722,466
Change-138,091 (-8%)
Value$87.1M (-$7.6M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares1,365,253 from 1,341,644
Change+23,609 (+2%)
Value$75.1M (+$1.3M)
Filed 2026-11-06
Evanson Financial, LLC
DECREASED
Shares1,284,768 from 1,317,420
Change-32,652 (-2%)
Value$70.7M (-$1.8M)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares1,276,737 from 1,283,006
Change-6,269 (0%)
Value$70.2M (-$357.6K)
Filed 2026-10-28
Foster Group, Inc.
DECREASED
Shares1,252,955 from 1,263,263
Change-10,308 (-1%)
Value$68.9M (-$579.6K)
Filed 2026-10-13
Forum Financial Management, LP
DECREASED
Shares1,129,229 from 1,159,212
Change-29,983 (-3%)
Value$62.1M (-$1.7M)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares1,097,297 from 704,814
Change+392,483 (+56%)
Value$60.4M (+$21.6M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares1,072,946 from 1,070,075
Change+2,871 (+0%)
Value$59.5M (+$737.0K)
Filed 2026-10-08
Sachem Hill LLC
INCREASED
Shares1,048,773 from 1,047,542
Change+1,231 (+0%)
Value$57.7M (+$57.2K)
Filed 2026-10-14
Monograph Wealth Advisors, LLC
INCREASED
Shares1,022,597 from 1,022,464
Change+133 (+0%)
Value$56.2M (-$2.9K)
Filed 2026-11-09
Willow Creek Wealth Management Inc.
DECREASED
Shares1,017,695 from 1,038,398
Change-20,703 (-2%)
Value$56.0M (-$1.1M)
Filed 2026-10-26
Triune Financial Partners, LLC
INCREASED
Shares988,686 from 981,939
Change+6,747 (+1%)
Value$54.4M (+$361.3K)
Filed 2026-11-03
Factor Wealth Management LTD
INCREASED
Shares976,097 from 948,209
Change+27,888 (+3%)
Value$53.7M (+$1.5M)
Filed 2026-10-08
Verus Financial Partners, Inc.
INCREASED
Shares908,811 from 833,515
Change+75,296 (+9%)
Value$50.0M (+$4.1M)
Filed 2026-10-29
TFC Financial Management, Inc.
DECREASED
Shares898,750 from 905,753
Change-7,003 (-1%)
Value$49.4M (-$394.2K)
Filed 2026-10-26
Disciplined Equity Management, Inc.
INCREASED
Shares839,738 from 838,894
Change+844 (+0%)
Value$46.2M (+$38.0K)
Filed 2026-10-14
Heritage Investment Group, Inc.
DECREASED
Shares831,484 from 836,665
Change-5,181 (-1%)
Value$45.7M (-$293.3K)
Filed 2026-11-03
Elser Financial Planning, Inc
DECREASED
Shares824,754 from 882,671
Change-57,917 (-7%)
Value$45.4M (-$3.2M)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares791,903 from 814,035
Change-22,132 (-3%)
Value$43.6M (+$4.1M)
Filed 2026-10-13
Guardian Wealth Management, LLC
DECREASED
Shares771,090 from 824,333
Change-53,243 (-6%)
Value$42.4M (-$2.9M)
Filed 2026-10-14
Earned Wealth Advisors, LLC
DECREASED
Shares769,046 from 792,213
Change-23,167 (-3%)
Value$42.3M (-$1.3M)
Filed 2026-11-06
Timonier Family Office, Ltd.
DECREASED
Shares761,720 from 769,971
Change-8,251 (-1%)
Value$41.9M (-$461.5K)
Filed 2026-11-03
Richard Young Associates, Ltd.
INCREASED
Shares746,824 from 708,429
Change+38,395 (+5%)
Value$41.1M (+$2.1M)
Filed 2026-11-03
Dixon Fnancial Services, Inc.
DECREASED
Shares735,886 from 745,784
Change-9,898 (-1%)
Value$40.5M (-$551.9K)
Filed 2026-10-23
Wescott Financial Advisory Group, LLC
DECREASED
Shares733,476 from 754,353
Change-20,877 (-3%)
Value$40.3M (-$1.2M)
Filed 2026-11-09
Mission Wealth Management, LP
DECREASED
Shares709,857 from 715,500
Change-5,643 (-1%)
Value$39.0M (-$317.5K)
Filed 2026-10-15
Aspiriant, LLC
INCREASED
Shares709,563 from 707,126
Change+2,437 (+0%)
Value$39.0M (+$127.0K)
Filed 2026-10-16
Wealth Management Nebraska
DECREASED
Shares686,514 from 698,114
Change-11,600 (-2%)
Value$37.8M (-$644.9K)
Filed 2026-10-26
Heritage Wealth Management, Inc. s
INCREASED
Shares681,065 from 667,599
Change+13,466 (+2%)
Value$37.5M (+$734.2K)
Filed 2026-11-06
Wealth Architects, LLC
DECREASED
Shares678,878 from 679,197
Change-319 (0%)
Value$37.3M (-$24.3K)
Filed 2026-11-03
Tillman Hartley LLC
DECREASED
Shares669,116 from 702,050
Change-32,934 (-5%)
Value$36.8M (-$1.8M)
Filed 2026-11-06
Cardiff Park Advisors, LLC
DECREASED
Shares630,833 from 632,077
Change-1,244 (0%)
Value$34.7M (-$74.7K)
Filed 2026-11-09
McLean Asset Management Corp
DECREASED
Shares590,142 from 600,061
Change-9,919 (-2%)
Value$32.8M (-$575.0K)
Filed 2026-11-06
Three Arch Wealth Management LLC
DECREASED
Shares582,202 from 598,703
Change-16,501 (-3%)
Value$32.0M (-$913.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares577,232 from 582,567
Change-5,335 (-1%)
Value$31.7M (-$299.9K)
Filed 2026-10-08
RW Investment Management LLC
DECREASED
Shares561,271 from 575,717
Change-14,446 (-3%)
Value$30.9M (-$800.3K)
Filed 2026-11-03
TFO Wealth Partners, LLC
INCREASED
Shares557,792 from 553,055
Change+4,737 (+1%)
Value$30.7M (+$255.0K)
Filed 2026-11-09
M Holdings Securities, Inc.
DECREASED
Shares548,837 from 557,561
Change-8,724 (-2%)
Value$31.2K (-$30.7M)
Filed 2026-11-03
Meritas Wealth Management, LLC
DECREASED
Shares546,637 from 555,354
Change-8,717 (-2%)
Value$30.1M (-$485.0K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares529,698 from 602,675
Change-72,977 (-12%)
Value$29.1M (-$4.0M)
Filed 2026-11-02
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares526,180 from 544,043
Change-17,863 (-3%)
Value$28.9M (-$987.9K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares519,604 from 535,101
Change-15,497 (-3%)
Value$28.6M (-$857.7K)
Filed 2026-10-15
Bayshore Asset Management, LLC
DECREASED
Shares498,403 from 506,330
Change-7,927 (-2%)
Value$27.9M (+$32.5K)
Filed 2026-11-03
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares495,646 from 503,156
Change-7,510 (-1%)
Value$27.3M (-$418.1K)
Filed 2026-10-27
1900 Wealth Management LLC
DECREASED
Shares494,085 from 497,233
Change-3,148 (-1%)
Value$27.2M (-$178.1K)
Filed 2026-10-13
Symmetry Partners, LLC
DECREASED
Shares490,427 from 517,258
Change-26,831 (-5%)
Value$27.0M (-$1.5M)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
INCREASED
Shares487,528 from 471,441
Change+16,087 (+3%)
Value$26.8M (+$4.8M)
Filed 2026-11-03
RS Crum Inc.
INCREASED
Shares475,361 from 471,472
Change+3,889 (+1%)
Value$26.1M (+$209.2K)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares466,740 from 474,836
Change-8,096 (-2%)
Value$25.7M (-$450.0K)
Filed 2026-10-14
Legacy Financial Group, Inc.
DECREASED
Shares449,526 from 452,004
Change-2,478 (-1%)
Value$24.7M (-$140.8K)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
DECREASED
Shares446,378 from 452,669
Change-6,291 (-1%)
Value$24.6M (-$350.5K)
Filed 2026-10-16
Baker Boyer National Bank
DECREASED
Shares434,582 from 435,463
Change-881 (0%)
Value$23.9M (-$52.8K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares425,611 from 402,895
Change+22,716 (+6%)
Value$23.4M (+$1.2M)
Filed 2026-10-09
Confluence Wealth Services, Inc.
INCREASED
Shares391,017 from 387,967
Change+3,050 (+1%)
Value$21.5M (+$163.9K)
Filed 2026-11-05
Claris Advisors, LLC / MO /
DECREASED
Shares376,070 from 384,556
Change-8,486 (-2%)
Value$20.7M (-$470.6K)
Filed 2026-11-10
McMill Wealth Management
NEW
Shares346,762
Change+346,762
Value$19.1M
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares333,107 from 317,908
Change+15,199 (+5%)
Value$18.3M (+$832.8K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares328,499 from 330,164
Change-1,665 (0%)
Value$18.1M (-$94.9K)
Filed 2026-10-30
Pillar Financial Advisors, LLC
DECREASED
Shares327,842 from 332,448
Change-4,606 (-1%)
Value$18.0M (-$256.6K)
Filed 2026-10-21
Austin Asset Management Co Inc
DECREASED
Shares319,216 from 323,879
Change-4,663 (-1%)
Value$17.6M (-$259.7K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
DECREASED
Shares318,553 from 334,724
Change-16,171 (-5%)
Value$17.5M (-$892.7K)
Filed 2026-10-06
Navigoe, LLC
DECREASED
Shares317,390 from 318,299
Change-909 (0%)
Value$17.5M (-$53.0K)
Filed 2026-11-04
Summit Wealth Group, LLC
DECREASED
Shares315,022 from 319,089
Change-4,067 (-1%)
Value$17.3M (-$226.9K)
Filed 2026-11-09
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares314,129 from 318,721
Change-4,592 (-1%)
Value$17.3M (-$255.7K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares310,039 from 313,862
Change-3,823 (-1%)
Value$17.1M (-$213.4K)
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares293,468 from 326,498
Change-33,030 (-10%)
Value$16.1M (-$1.8M)
Filed 2026-10-21
Squire Investment Management Company, LLC
DECREASED
Shares292,278 from 297,896
Change-5,618 (-2%)
Value$16.1M (-$312.0K)
Filed 2026-11-03
New Dimensions Wealth Management, LLC
INCREASED
Shares289,789 from 286,315
Change+3,474 (+1%)
Value$15.9M (+$188.2K)
Filed 2026-11-02
Diversified Portfolios, Inc.
DECREASED
Shares288,218 from 291,586
Change-3,368 (-1%)
Value$15.9M (-$188.2K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares287,152 from 286,985
Change+167 (+0%)
Value$15.8M (+$6.3K)
Filed 2026-10-13
Investmark Advisory Group LLC
INCREASED
Shares281,900 from 228,172
Change+53,728 (+24%)
Value$15.5M (+$3.0M)
Filed 2026-10-27
Altiora Financial Group, LLC
DECREASED
Shares277,169 from 279,469
Change-2,300 (-1%)
Value$15.2M (-$129.3K)
Filed 2026-11-04
Sterling Wealth Management, Inc.
DECREASED
Shares273,661 from 275,221
Change-1,560 (-1%)
Value$15.1M (-$88.5K)
Filed 2026-10-23
Frankly Finances, LLC
INCREASED
Shares269,528 from 268,240
Change+1,288 (+0%)
Value$14.8M (+$68.2K)
Filed 2026-10-28
Andrews, Lucia Wealth Management LLC
DECREASED
Shares266,751 from 269,708
Change-2,957 (-1%)
Value$14.7M (-$165.3K)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares263,941 from 262,444
Change+1,497 (+1%)
Value$14.5M (+$79.7K)
Filed 2026-11-09
Burk Holdings LLC
INCREASED
Shares253,371 from 230,951
Change+22,420 (+10%)
Value$13.9M (+$1.2M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares251,489 from 254,112
Change-2,623 (-1%)
Value$13.8M (-$146.8K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares247,855 from 261,922
Change-14,067 (-5%)
Value$13.6M (-$776.3K)
Filed 2026-10-29
Lauterbach Financial Advisors, LLC
DECREASED
Shares246,552 from 251,825
Change-5,273 (-2%)
Value$13.6M (-$292.5K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
DECREASED
Shares240,195 from 249,876
Change-9,681 (-4%)
Value$13.2M (-$532.6K)
Filed 2026-10-20
Walsh & Associates, LLC
INCREASED
Shares231,657 from 209,448
Change+22,209 (+11%)
Value$12.7M (+$1.2M)
Filed 2026-11-09
Compound Planning, Inc.
INCREASED
Shares228,079 from 223,958
Change+4,121 (+2%)
Value$12.5M (+$224.4K)
Filed 2026-11-09
RTD Financial Advisors, Inc.
DECREASED
Shares216,414 from 218,646
Change-2,232 (-1%)
Value$11.9M (-$124.9K)
Filed 2026-10-09
Capstone Wealth Management, LLC
DECREASED
Shares209,433 from 211,207
Change-1,774 (-1%)
Value$11.5M (-$99.7K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares203,873 from 203,515
Change+358 (+0%)
Value$11.2M (+$17.6K)
Filed 2026-10-02
JDH Wealth Management, LLC
DECREASED
Shares202,392 from 213,484
Change-11,092 (-5%)
Value$11.1M (-$612.2K)
Filed 2026-10-20
RF&L Wealth Management, LLC
DECREASED
Shares197,810 from 198,014
Change-204 (0%)
Value$10.9M (-$13.2K)
Filed 2026-10-20
Level Financial Advisors
DECREASED
Shares188,163 from 190,210
Change-2,047 (-1%)
Value$10.3M (-$114.5K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
DECREASED
Shares182,318 from 183,415
Change-1,097 (-1%)
Value$10.0M (-$62.1K)
Filed 2026-11-06
Greenspring Advisors, LLC
DECREASED
Shares179,624 from 181,842
Change-2,218 (-1%)
Value$9.9M (-$123.8K)
Filed 2026-11-05
Peirce Capital Management, LLC
DECREASED
Shares174,341 from 178,595
Change-4,254 (-2%)
Value$9.6M (-$235.8K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares173,840 from 141,999
Change+31,841 (+22%)
Value$9.6M (+$1.7M)
Filed 2026-11-06
Financial Harvest, LLC
DECREASED
Shares170,867 from 173,170
Change-2,303 (-1%)
Value$9.4M (-$128.4K)
Filed 2026-10-15
Belleair Asset Management, LLC
UNCHANGED
Shares168,153 from 168,153
Change0 (0%)
Value$9.2M (-$1.7K)
Filed 2026-11-03
TruNorth Capital Management, LLC
INCREASED
Shares162,880 from 162,870
Change+10 (+0%)
Value$9.0M (-$1.0K)
Filed 2026-10-14
Strathmore Capital Advisors, Inc.
DECREASED
Shares160,911 from 163,674
Change-2,763 (-2%)
Value$8.9M (-$105.7K)
Filed 2026-11-09
Ariadne Wealth Management, LP
DECREASED
Shares160,765 from 162,935
Change-2,170 (-1%)
Value$8.8M (-$121.0K)
Filed 2026-11-06
Sollinda Capital Management LLC
INCREASED
Shares160,725 from 136,915
Change+23,810 (+17%)
Value$8.8M (+$1.3M)
Filed 2026-11-09
Baker Tilly Wealth Management, LLC
DECREASED
Shares160,433 from 166,506
Change-6,073 (-4%)
Value$8.8M (-$335.7K)
Filed 2026-10-05
Truist Financial Corp
DECREASED
Shares160,001 from 194,511
Change-34,510 (-18%)
Value$8.8M (-$1.9M)
Filed 2026-10-30
Sprinkle Financial Consultants LLC
DECREASED
Shares156,958 from 156,974
Change-16 (0%)
Value$8.6M (-$2.3K)
Filed 2026-10-09
Weinberger Asset Management, Inc
INCREASED
Shares153,798 from 153,561
Change+237 (+0%)
Value$8.5M (-$77.6K)
Filed 2026-10-28
Woodward Financial Advisors, Inc.
DECREASED
Shares152,071 from 152,581
Change-510 (0%)
Value$8.4M (-$29.6K)
Filed 2026-10-19
Lutz Financial Services LLC
DECREASED
Shares146,970 from 148,278
Change-1,308 (-1%)
Value$8.1M (-$73.5K)
Filed 2026-11-06
FMR LLC
INCREASED
Shares140,364 from 136,233
Change+4,131 (+3%)
Value$7.7M (+$225.8K)
Filed 2026-11-10
Kondo Wealth Advisors, Inc.
DECREASED
Shares138,842 from 140,456
Change-1,614 (-1%)
Value$7.6M (-$90.2K)
Filed 2026-10-19
First National Bank Sioux Falls
INCREASED
Shares136,544 from 134,254
Change+2,290 (+2%)
Value$7.5M (+$732.8K)
Filed 2026-10-13
Northwest Wealth Management, LLC
DECREASED
Shares136,355 from 139,127
Change-2,772 (-2%)
Value$7.5M (-$153.9K)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares133,923 from 132,726
Change+1,197 (+1%)
Value$7.4M (+$64.5K)
Filed 2026-11-06
Kooman & Associates
DECREASED
Shares131,212 from 134,098
Change-2,886 (-2%)
Value$7.2M (-$160.1K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
DECREASED
Shares131,035 from 134,402
Change-3,367 (-3%)
Value$7.2M (-$186.5K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares129,590 from 131,335
Change-1,745 (-1%)
Value$7.1M (-$97.3K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares128,649 from 129,342
Change-693 (-1%)
Value$7.1M (-$39.4K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
DECREASED
Shares128,368 from 131,869
Change-3,501 (-3%)
Value$7.1M (-$193.9K)
Filed 2026-11-03
EnRich Financial Partners LLC
DECREASED
Shares127,977 from 130,198
Change-2,221 (-2%)
Value$7.0M (-$123.4K)
Filed 2026-10-21
Builder Investment Group Inc
UNCHANGED
Shares127,393 from 127,393
Change0 (0%)
Value$7.0M (-$1.3K)
Filed 2026-10-22
LAM Group, Inc.
DECREASED
Shares127,179 from 129,440
Change-2,261 (-2%)
Value$7.0M (-$125.6K)
Filed 2026-10-26
GEM Asset Management, LLC
DECREASED
Shares125,158 from 125,374
Change-216 (0%)
Value$6.9M (-$13.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares124,007 from 125,186
Change-1,179 (-1%)
Value$6.8M (-$66.0K)
Filed 2026-11-02
Shearwater Capital LLC
DECREASED
Shares122,194 from 123,241
Change-1,047 (-1%)
Value$6.7M (-$58.8K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares121,587 from 124,809
Change-3,222 (-3%)
Value$6.7M (-$178.5K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares120,401 from 194,557
Change-74,156 (-38%)
Value$6.6M (-$4.1M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares119,303 from 119,826
Change-523 (0%)
Value$6.6M (-$30.0K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares116,654 from 116,471
Change+183 (+0%)
Value$6.4M (+$8.9K)
Filed 2026-10-16
Forteris Wealth Management Inc.
DECREASED
Shares114,954 from 117,272
Change-2,318 (-2%)
Value$6.3M (-$128.7K)
Filed 2026-10-13
AG Asset Advisory, LLC
INCREASED
Shares112,791 from 108,845
Change+3,946 (+4%)
Value$6.2M (+$215.9K)
Filed 2026-11-06
Simplicity Wealth,LLC
DECREASED
Shares112,204 from 112,679
Change-475 (0%)
Value$6.2M (-$27.3K)
Filed 2026-10-23
Colorado Capital Management, Inc.
DECREASED
Shares111,202 from 113,213
Change-2,011 (-2%)
Value$6.1M (+$6.1M)
Filed 2026-10-15
Evensky & Katz LLC
DECREASED
Shares107,381 from 111,311
Change-3,930 (-4%)
Value$5.9M (-$217.0K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares103,367 from 95,238
Change+8,129 (+9%)
Value$5.7M (+$446.1K)
Filed 2026-11-05
Cogent Strategic Wealth LLC
DECREASED
Shares103,261 from 103,304
Change-43 (0%)
Value$5.7M (-$3.4K)
Filed 2026-10-22
Vannoy Advisory Group, Inc.
INCREASED
Shares100,205 from 100,005
Change+200 (+0%)
Value$5.5M (+$10.0K)
Filed 2026-10-13
Indivisible Partners
NEW
Shares99,640
Change+99,640
Value$5.5M
Filed 2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED
Shares99,486 from 99,486
Change0 (0%)
Value$5.5M (-$994)
Filed 2026-11-05
55 North Private Wealth, LLC
DECREASED
Shares98,974 from 99,009
Change-35 (0%)
Value$5.4M (-$2.9K)
Filed 2026-10-20
SwitchPoint Financial Planning, LLC
DECREASED
Shares96,902 from 97,249
Change-347 (0%)
Value$5.3M (-$20.1K)
Filed 2026-11-02
Summit Financial Strategies, Inc.
DECREASED
Shares93,272 from 94,869
Change-1,597 (-2%)
Value$5.1M (-$88.8K)
Filed 2026-10-14
Verdence Capital Advisors LLC
DECREASED
Shares90,687 from 99,384
Change-8,697 (-9%)
Value$5.0M (-$479.3K)
Filed 2026-10-26
HMV Wealth Advisors, LLC
DECREASED
Shares88,991 from 92,514
Change-3,523 (-4%)
Value$4.9M (-$194.7K)
Filed 2026-10-27
Pacific Asset Management, LLC
DECREASED
Shares84,977 from 86,756
Change-1,779 (-2%)
Value$4.7M (-$98.7K)
Filed 2026-10-15
Intelligent Financial Strategies
UNCHANGED
Shares83,718 from 83,718
Change0 (0%)
Value$4.6M (-$838)
Filed 2026-10-16
Virtue Asset Management LLC
UNCHANGED
Shares76,969 from 76,969
Change0 (0%)
Value$4.2M (-$770)
Filed 2026-10-21
BluePrint Investing LLC
DECREASED
Shares76,863 from 78,584
Change-1,721 (-2%)
Value$4.2M (-$95.4K)
Filed 2026-10-14
Washington Trust Co
UNCHANGED
Shares75,104 from 75,104
Change0 (0%)
Value$4.1M (-$751)
Filed 2026-10-22
TAGStone Capital, Inc.
DECREASED
Shares73,949 from 74,228
Change-279 (0%)
Value$4.1M (-$16.1K)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares72,051 from 70,571
Change+1,480 (+2%)
Value$4.1M (+$208.9K)
Filed 2026-11-04
Regions Financial Corp
UNCHANGED
Shares71,334 from 71,334
Change0 (0%)
Value$3.9M (-$713)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares69,652 from 66,668
Change+2,984 (+4%)
Value$3.8M (+$182.3K)
Filed 2026-10-30
Wealth Advisors Northwest LLC
INCREASED
Shares68,633 from 68,612
Change+21 (+0%)
Value$3.8M (+$459)
Filed 2026-10-29
BWM Planning, LLC
UNCHANGED
Shares67,707 from 67,707
Change0 (0%)
Value$3.7M (-$677)
Filed 2026-11-09
Embree Financial Group
DECREASED
Shares66,604 from 74,114
Change-7,510 (-10%)
Value$3.7M (-$413.8K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED
Shares66,568 from 65,628
Change+940 (+1%)
Value$3.7M (+$51.1K)
Filed 2026-10-26
Clearstead Advisors, LLC
DECREASED
Shares66,180 from 66,305
Change-125 (0%)
Value$3.6M (-$7.5K)
Filed 2026-11-06
Wolfstich Capital, LLC
DECREASED
Shares64,984 from 111,097
Change-46,113 (-42%)
Value$3.6M (-$2.5M)
Filed 2026-10-14
Woodside Wealth Management LLC
DECREASED
Shares62,078 from 62,171
Change-93 (0%)
Value$3.4M (-$5.7K)
Filed 2026-10-16
Clarity Capital Advisors, LLC
INCREASED
Shares61,458 from 59,716
Change+1,742 (+3%)
Value$3.4M (+$95.2K)
Filed 2026-10-27
Melfa Wealth Management, Inc.
DECREASED
Shares59,358 from 59,749
Change-391 (-1%)
Value$3.3M (-$22.1K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares59,209 from 57,405
Change+1,804 (+3%)
Value$3.3M (+$98.7K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares58,810 from 58,805
Change+5 (+0%)
Value$3.2M (-$308)
Filed 2026-10-16
Navigate Wealth Management, LLC
DECREASED
Shares58,329 from 62,741
Change-4,412 (-7%)
Value$3.3M (-$181.0K)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares58,170 from 61,519
Change-3,349 (-5%)
Value$3.2M (-$184.8K)
Filed 2026-10-19
Central Trust Co
UNCHANGED
Shares57,151 from 57,151
Change0 (0%)
Value$3.1M (-$572)
Filed 2026-11-05
Cypress Wealth Services, LLC
INCREASED
Shares56,001 from 55,990
Change+11 (+0%)
Value$3.1M (+$44.9K)
Filed 2026-10-21
Fonville Wealth Management LLC
UNCHANGED
Shares55,442 from 55,442
Change0 (0%)
Value$3.0M (-$549)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares55,061 from 53,107
Change+1,954 (+4%)
Value$3.0M (+$106.9K)
Filed 2026-11-03
Foundation Wealth Management, Llc\pa
DECREASED
Shares52,995 from 53,781
Change-786 (-1%)
Value$2.9M (-$43.8K)
Filed 2026-10-14
Family CFO Inc
DECREASED
Shares52,975 from 54,645
Change-1,670 (-3%)
Value$2.9M (-$92.4K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares52,750 from 52,750
Change0 (0%)
Value$2.9M (-$528)
Filed 2026-11-06
Warwick Investment Management, Inc.
UNCHANGED
Shares51,910 from 51,910
Change0 (0%)
Value$2.9M (-$519)
Filed 2026-10-19
Generations Wealth, LLC
DECREASED
Shares51,509 from 52,245
Change-736 (-1%)
Value$2.8M (-$41.0K)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares51,337 from 47,311
Change+4,026 (+9%)
Value$2.9M (+$276.2K)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares50,696 from 54,466
Change-3,770 (-7%)
Value$2.8M (-$207.9K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED
Shares50,464 from 51,119
Change-655 (-1%)
Value$2.8M (-$36.5K)
Filed 2026-10-30
Blair William & Co
INCREASED
Shares49,984 from 48,910
Change+1,074 (+2%)
Value$2.7M (+$58.6K)
Filed 2026-11-10
Nuveen, LLC
INCREASED
Shares48,306 from 30,545
Change+17,761 (+58%)
Value$2.7M (+$993.4K)
Filed 2026-11-10
Trace Wealth Advisors, LLC
DECREASED
Shares46,965 from 101,158
Change-54,193 (-54%)
Value$2.6M (-$3.0M)
Filed 2026-10-30
25 LLC
INCREASED
Shares46,599 from 46,500
Change+99 (+0%)
Value$2.6M (+$5.0K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
INCREASED
Shares45,800 from 42,437
Change+3,363 (+8%)
Value$2.5M (+$184.5K)
Filed 2026-10-20
Kane Co Wealth Management, Inc.
INCREASED
Shares45,063 from 44,370
Change+693 (+2%)
Value$2.5M (+$37.7K)
Filed 2026-11-04
Stone Summit Wealth LLC
UNCHANGED
Shares44,265 from 44,265
Change0 (0%)
Value$2.4M (-$443)
Filed 2026-10-14
Tarbox Family Office, Inc.
UNCHANGED
Shares41,863 from 41,863
Change0 (0%)
Value$2.3M (-$419)
Filed 2026-10-23
Cascade Wealth Advisors, Inc
DECREASED
Shares41,288 from 103,453
Change-62,165 (-60%)
Value$2.3M (-$3.6M)
Filed 2026-11-09
Valued Wealth Advisors LLC
INCREASED
Shares40,833 from 39,978
Change+855 (+2%)
Value$2.2M (+$46.6K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
DECREASED
Shares40,698 from 42,158
Change-1,460 (-3%)
Value$2.2M (-$80.7K)
Filed 2026-10-23
Poinciana Advisors Group, LLC
DECREASED
Shares40,648 from 48,038
Change-7,390 (-15%)
Value$2.5M (-$465.1K)
Filed 2026-11-06
IFG Advisors, LLC
UNCHANGED
Shares40,523 from 40,523
Change0 (0%)
Value$2.2M (-$405)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares39,150 from 38,380
Change+770 (+2%)
Value$2.2M (+$63.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares39,150 from 38,380
Change+770 (+2%)
Value$2.2M (+$63.5K)
Filed 2026-10-20
Aurelius Family Office LLC
DECREASED
Shares38,740 from 39,245
Change-505 (-1%)
Value$2.1M (-$28.2K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares37,606 from 38,742
Change-1,136 (-3%)
Value$2.1M (-$26.6K)
Filed 2026-10-19
Websterrogers Financial Advisors, LLC
DECREASED
Shares37,347 from 37,761
Change-414 (-1%)
Value$2.1M (-$23.1K)
Filed 2026-11-02
Matauro, LLC
INCREASED
Shares37,278 from 37,059
Change+219 (+1%)
Value$2.1M (+$11.6K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
INCREASED
Shares36,840 from 36,831
Change+9 (+0%)
Value$2.0M (+$137)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares35,311 from 41,844
Change-6,533 (-16%)
Value$1.9M (-$359.8K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares35,291 from 28,643
Change+6,648 (+23%)
Value$1.9M (+$365.4K)
Filed 2026-10-08
IFG Advisory, LLC
DECREASED
Shares34,744 from 34,945
Change-201 (-1%)
Value$1.9M (-$11.4K)
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares34,044 from 49,362
Change-15,318 (-31%)
Value$1.9M (-$843.0K)
Filed 2026-10-16
Beacon Financial Advisory LLC
DECREASED
Shares33,495 from 33,501
Change-6 (0%)
Value$1.8M (-$659)
Filed 2026-10-16
Quadcap Wealth Management, LLC
UNCHANGED
Shares32,970 from 32,970
Change0 (0%)
Value$1.8M (-$329)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares32,915 from 26,748
Change+6,167 (+23%)
Value$1.8M (+$338.9K)
Filed 2026-10-20
Aspen Wealth Management LLC
UNCHANGED
Shares32,755 from 32,755
Change0 (0%)
Value$1.8M (-$328)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares32,357 from 32,284
Change+73 (+0%)
Value$1.8M (+$3.7K)
Filed 2026-10-14
Klingman & Associates, LLC
INCREASED
Shares32,275 from 32,214
Change+61 (+0%)
Value$1.8M (+$3.0K)
Filed 2026-10-20
Busey Bank
DECREASED
Shares31,112 from 31,134
Change-22 (0%)
Value$1.7M (-$1.5K)
Filed 2026-10-26
Cogent Private Wealth, Inc.
UNCHANGED
Shares30,624 from 30,624
Change0 (0%)
Value$1.7M (-$307)
Filed 2026-11-06
Francis Financial, Inc.
DECREASED
Shares30,545 from 30,552
Change-7 (0%)
Value$1.7M (-$691)
Filed 2026-11-09
ARK & TLK Investments, LLC
DECREASED
Shares30,412 from 31,984
Change-1,572 (-5%)
Value$1.7M (-$86.8K)
Filed 2026-10-20
Verus Wealth Management, LLC
DECREASED
Shares29,727 from 29,765
Change-38 (0%)
Value$1.6M (-$2.4K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares29,023 from 28,979
Change+44 (+0%)
Value$1.6M (+$2.2K)
Filed 2026-10-14
RAM Investment Partners, LLC
DECREASED
Shares27,706 from 29,874
Change-2,168 (-7%)
Value$1.5M (-$119.5K)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares27,449
Change+27,449
Value$1.5M
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares27,151 from 26,169
Change+982 (+4%)
Value$1.5M (+$53.7K)
Filed 2026-10-26
Oath Planning, LLC
DECREASED
Shares27,129 from 27,798
Change-669 (-2%)
Value$1.5M (-$37.1K)
Filed 2026-10-20
Measured Wealth Private Client Group, LLC
UNCHANGED
Shares26,856 from 26,856
Change0 (0%)
Value$1.5M (-$269)
Filed 2026-11-10
New England Private Wealth Advisors LLC
INCREASED
Shares26,829 from 26,738
Change+91 (+0%)
Value$1.5M (-$7.3K)
Filed 2026-10-19
Garde Capital, Inc.
UNCHANGED
Shares26,598 from 26,598
Change0 (0%)
Value$1.5M (-$266)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares26,407 from 26,407
Change0 (0%)
Value$1.5M (-$264)
Filed 2026-11-05
M Wealth Management, LLC
DECREASED
Shares26,224 from 26,461
Change-237 (-1%)
Value$1.4M (-$13.3K)
Filed 2026-10-14
Pictet North America Advisors SA
UNCHANGED
Shares25,825 from 25,825
Change0 (0%)
Value$1.4M (-$258)
Filed 2026-10-21
Bannerman Wealth Management Group, LLC
UNCHANGED
Shares25,514 from 25,514
Change0 (0%)
Value$1.4M (-$256)
Filed 2026-10-09
Financial Council, LLC
UNCHANGED
Shares24,585 from 24,585
Change0 (0%)
Value$1.4M (-$246)
Filed 2026-11-02
Kathmere Capital Management, LLC
DECREASED
Shares24,095 from 24,108
Change-13 (0%)
Value$1.3M (-$956)
Filed 2026-10-20
Phillips Financial Management, LLC
INCREASED
Shares23,936 from 23,872
Change+64 (+0%)
Value$1.3M (+$3.3K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares23,318 from 23,356
Change-38 (0%)
Value$1.3M (-$2.3K)
Filed 2026-10-22
Integrated Advisors Network LLC
UNCHANGED
Shares23,264 from 23,264
Change0 (0%)
Value$1.3M (-$233)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares23,247 from 22,897
Change+350 (+2%)
Value$1.3M (+$19.0K)
Filed 2026-11-03
M&T Bank Corp
UNCHANGED
Shares23,204 from 23,204
Change0 (0%)
Value$1.3M (-$232)
Filed 2026-11-10
Coldstream Capital Management Inc
INCREASED
Shares23,147 from 3,993
Change+19,154 (+480%)
Value$1.3M (+$1.1M)
Filed 2026-11-09
Mustard Seed Financial, LLC
DECREASED
Shares22,499 from 22,679
Change-180 (-1%)
Value$1.2M (-$10.1K)
Filed 2026-10-30
Fulcrum Equity Management
NEW
Shares22,390
Change+22,390
Value$1.2M
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares22,355 from 22,330
Change+25 (+0%)
Value$1.2M (+$1.1K)
Filed 2026-10-21
Parkside Investments, LLC
UNCHANGED
Shares22,018 from 22,018
Change0 (0%)
Value$1.2M (-$220)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares22,001 from 21,984
Change+17 (+0%)
Value$1.2M (+$752)
Filed 2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares21,902 from 22,161
Change-259 (-1%)
Value$1.2M (-$14.5K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares21,496 from 21,496
Change0 (0%)
Value$1.2M (-$215)
Filed 2026-11-04
KDK Private Wealth Management, LLC
UNCHANGED
Shares21,488 from 21,488
Change0 (0%)
Value$1.2M (-$215)
Filed 2026-11-03
MBM Wealth Consultants, LLC
UNCHANGED
Shares21,375 from 21,375
Change0 (0%)
Value$1.2M (-$214)
Filed 2026-10-20
Seaside Wealth Management, Inc.
INCREASED
Shares21,198 from 21,171
Change+27 (+0%)
Value$1.2M (+$1.3K)
Filed 2026-11-09
Signaturefd, LLC
DECREASED
Shares20,866 from 22,979
Change-2,113 (-9%)
Value$1.1M (-$116.5K)
Filed 2026-10-23
Powerhouse Assets LLC
INCREASED
Shares20,804 from 18,673
Change+2,131 (+11%)
Value$1.1M (+$117.0K)
Filed 2026-10-19
Prism Planning Partners LLC
DECREASED
Shares20,723 from 20,830
Change-107 (-1%)
Value$1.1M (-$6.1K)
Filed 2026-10-27
Keybank National Association
UNCHANGED
Shares20,232 from 20,232
Change0 (0%)
Value$1.1M (-$202)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares20,185 from 7,944
Change+12,241 (+154%)
Value$1.1M (+$673.2K)
Filed 2026-11-04
Silver Oak Advisory Group, Inc.
DECREASED
Shares20,054 from 20,429
Change-375 (-2%)
Value$1.1M (-$20.0K)
Filed 2026-11-06
Apollon Wealth Management, LLC
UNCHANGED
Shares19,577 from 19,577
Change0 (0%)
Value$1.1M (-$196)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares19,548 from 20,088
Change-540 (-3%)
Value$1.1M (-$29.9K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
NEW
Shares19,435
Change+19,435
Value$1.1M
Filed 2026-10-16
Balboa Wealth Partners
UNCHANGED
Shares19,206 from 19,206
Change0 (0%)
Value$1.1M (-$192)
Filed 2026-10-20
CRA Financial Services, LLC
UNCHANGED
Shares19,190 from 19,190
Change0 (0%)
Value$1.1M (-$192)
Filed 2026-10-16
Amarillo National Bank
UNCHANGED
Shares19,084 from 19,084
Change0 (0%)
Value$1.0M (-$191)
Filed 2026-10-23
Avantax Planning Partners, Inc.
UNCHANGED
Shares18,967 from 18,967
Change0 (0%)
Value$1.0M (-$190)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares18,793 from 18,330
Change+463 (+3%)
Value$1.0M (+$25.3K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares18,697 from 18,697
Change0 (0%)
Value$1.0M (+$19.4K)
Filed 2026-10-22
Professional Financial Advisors, LLC
UNCHANGED
Shares18,671 from 18,671
Change0 (0%)
Value$1.0M (-$187)
Filed 2026-10-13
Northwest Wealth Advisors, LLC
DECREASED
Shares18,305 from 18,405
Change-100 (-1%)
Value$1.0M (-$5.7K)
Filed 2026-11-02
BetterWealth, LLC
UNCHANGED
Shares18,261 from 18,261
Change0 (0%)
Value$1.0M (-$183)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares18,228 from 7,919
Change+10,309 (+130%)
Value$1.0M (+$566.9K)
Filed 2026-10-28
Accredited Investor Services, LLC
DECREASED
Shares18,094 from 18,228
Change-134 (-1%)
Value$995.2K (-$7.6K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
INCREASED
Shares18,018 from 17,973
Change+45 (+0%)
Value$991.0K (+$2.3K)
Filed 2026-11-09
tru Independence LLC
DECREASED
Shares18,000 from 18,490
Change-490 (-3%)
Value$990.0K (-$27.1K)
Filed 2026-10-20
Arbor Wealth Advisors LLC
UNCHANGED
Shares17,986 from 17,986
Change0 (0%)
Value$989.2K (-$180)
Filed 2026-10-09
Drive Wealth Management, LLC
INCREASED
Shares17,897 from 17,894
Change+3 (+0%)
Value$984.3K (+$6)
Filed 2026-11-09
Marietta Wealth Management, LLC
DECREASED
Shares17,675 from 18,415
Change-740 (-4%)
Value$985.4K (-$27.6K)
Filed 2026-10-22
Vista Capital Partners, Inc.
INCREASED
Shares17,617 from 17,612
Change+5 (+0%)
Value$968.9K (+$71)
Filed 2026-11-06
Falcon Wealth Planning
UNCHANGED
Shares17,426 from 17,426
Change0 (0%)
Value$958.4K (-$174)
Filed 2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares17,285 from 17,233
Change+52 (+0%)
Value$950.7K (+$2.7K)
Filed 2026-10-21
Cathy Pareto & Associates, Inc
INCREASED
Shares17,109 from 17,046
Change+63 (+0%)
Value$941.0K (+$3.3K)
Filed 2026-10-15
Aerodigm Wealth, LLC
UNCHANGED
Shares16,821 from 16,821
Change0 (0%)
Value$925.2K (-$168)
Filed 2026-10-16
Oak Wealth Advisors LLC
DECREASED
Shares16,811 from 17,157
Change-346 (-2%)
Value$924.6K (-$19.2K)
Filed 2026-11-09
Renasant Bank
DECREASED
Shares16,764 from 17,757
Change-993 (-6%)
Value$922.0K (-$54.8K)
Filed 2026-11-05
PDS Planning, Inc
DECREASED
Shares16,718 from 16,846
Change-128 (-1%)
Value$919.5K (-$7.2K)
Filed 2026-11-03
Narus Financial Partners, LLC
UNCHANGED
Shares16,671 from 16,671
Change0 (0%)
Value$916.9K (-$167)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares16,635 from 16,635
Change0 (0%)
Value$914.9K (-$166)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares16,454 from 15,529
Change+925 (+6%)
Value$905.0K (+$50.7K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares16,333 from 15,731
Change+602 (+4%)
Value$898.0K (+$33.0K)
Filed 2026-10-26
Capital Investment Advisors, LLC
DECREASED
Shares16,314 from 16,777
Change-463 (-3%)
Value$897.3K (-$25.6K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
UNCHANGED
Shares16,187 from 16,187
Change0 (0%)
Value$890.3K (-$162)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares16,113 from 22,670
Change-6,557 (-29%)
Value$886.2K (-$360.9K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED
Shares16,093 from 27,741
Change-11,648 (-42%)
Value$885.1K (-$640.9K)
Filed 2026-10-05
Krilogy Financial LLC
INCREASED
Shares15,758 from 15,748
Change+10 (+0%)
Value$881.7K (+$15.3K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares15,607 from 16,534
Change-927 (-6%)
Value$858.4K (-$51.2K)
Filed 2026-10-29
Babb Wealth Advisors LLC
INCREASED
Shares15,599 from 14,834
Change+765 (+5%)
Value$858.0K (+$42.0K)
Filed 2026-10-30
Prairie Advisory, LLC
INCREASED
Shares15,478 from 7,739
Change+7,739 (+100%)
Value$851.3K (+$425.6K)
Filed 2026-10-19
WestHill Financial Advisors, Inc.
UNCHANGED
Shares15,411 from 15,411
Change0 (0%)
Value$847.6K (-$154)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,033 from 14,981
Change+52 (+0%)
Value$826.8K (+$2.7K)
Filed 2026-11-05
AWM Capital, LLC
DECREASED
Shares14,998 from 19,742
Change-4,744 (-24%)
Value$824.9K (-$261.0K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
DECREASED
Shares14,946 from 15,075
Change-129 (-1%)
Value$822.1K (-$5.1K)
Filed 2026-10-19
Fortis Capital Advisors, LLC
INCREASED
Shares14,734 from 14,594
Change+140 (+1%)
Value$810.4K (+$7.6K)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares14,734 from 14,594
Change+140 (+1%)
Value$810.4K (+$7.6K)
Filed 2026-11-09
Pandowealth. LLC
INCREASED
Shares14,549 from 14,546
Change+3 (+0%)
Value$806.6K (+$6.4K)
Filed 2026-11-09
GenTrust, LLC
UNCHANGED
Shares14,422 from 14,422
Change0 (0%)
Value$793.2K (-$144)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares14,395 from 14,759
Change-364 (-2%)
Value$791.7K (-$20.2K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares14,148 from 13,848
Change+300 (+2%)
Value$778.2K (+$16.3K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
UNCHANGED
Shares14,143 from 14,143
Change0 (0%)
Value$777.9K (-$142)
Filed 2026-11-04
Shore Point Advisors, LLC
DECREASED
Shares14,120 from 14,180
Change-60 (0%)
Value$776.6K (-$3.5K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED
Shares14,048 from 14,048
Change0 (0%)
Value$772.6K (-$141)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares14,005 from 13,817
Change+188 (+1%)
Value$770.3K (+$10.2K)
Filed 2026-11-05
Collective Family Office LLC
UNCHANGED
Shares13,867 from 13,867
Change0 (0%)
Value$762.7K (-$139)
Filed 2026-10-05
West Wealth Group, LLC
INCREASED
Shares13,807 from 13,767
Change+40 (+0%)
Value$759.4K (+$2.0K)
Filed 2026-10-14
CWA Asset Management Group, LLC
UNCHANGED
Shares13,503 from 13,503
Change0 (0%)
Value$742.7K (-$135)
Filed 2026-10-19
Money Concepts Capital Corp
UNCHANGED
Shares13,418 from 13,418
Change0 (0%)
Value$738.0K (-$134)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares13,401 from 13,401
Change0 (0%)
Value$737.1K (+$768)
Filed 2026-10-26
Oppenheimer & Co Inc
UNCHANGED
Shares13,386 from 13,386
Change0 (0%)
Value$736.2K (-$134)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares13,216 from 13,216
Change0 (0%)
Value$726.9K (-$133)
Filed 2026-10-26
WoodTrust Financial Corp
UNCHANGED
Shares13,215 from 13,215
Change0 (0%)
Value$727.0K ($0)
Filed 2026-10-09
McGrath & Associates, Inc.
UNCHANGED
Shares13,188 from 13,188
Change0 (0%)
Value$725.3K (-$130)
Filed 2026-10-27
Johnson Wealth Management, LLC
UNCHANGED
Shares13,047 from 13,047
Change0 (0%)
Value$717.6K (-$130)
Filed 2026-11-09
FSM Wealth Advisors, LLC
INCREASED
Shares12,929 from 12,922
Change+7 (+0%)
Value$719.7K (+$8.9K)
Filed 2026-10-27
HBE Wealth Management, LLC
INCREASED
Shares12,761 from 12,760
Change+1 (+0%)
Value$701.9K (-$66)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED
Shares12,608 from 12,493
Change+115 (+1%)
Value$693.4K (+$6.2K)
Filed 2026-10-09
Robinswood Financial LLC
DECREASED
Shares12,472 from 13,122
Change-650 (-5%)
Value$698.3K (-$23.6K)
Filed 2026-10-20
MB Generational Wealth, LLC
DECREASED
Shares12,320 from 12,770
Change-450 (-4%)
Value$677.6K (-$24.9K)
Filed 2026-11-09
MBL Wealth, LLC
DECREASED
Shares12,138 from 12,223
Change-85 (-1%)
Value$667.6K (-$4.8K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares11,971 from 11,963
Change+8 (+0%)
Value$666.4K (+$8.2K)
Filed 2026-10-09
Elevate Wealth Advisory, Inc
DECREASED
Shares11,891 from 12,043
Change-152 (-1%)
Value$654.0K (-$8.4K)
Filed 2026-10-29
Basso Capital Management, L.P.
UNCHANGED
Shares11,800 from 11,800
Change0 (0%)
Value$649.0K (-$118)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares11,796 from 11,756
Change+40 (+0%)
Value$648.8K (+$2.0K)
Filed 2026-11-03
Quadrant Capital Group LLC
UNCHANGED
Shares11,403 from 11,403
Change0 (0%)
Value$637.5K (+$10.3K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares11,324 from 11,412
Change-88 (-1%)
Value$622.8K (-$5.0K)
Filed 2026-11-04
Naples Global Advisors, LLC
UNCHANGED
Shares11,320 from 11,320
Change0 (0%)
Value$622.6K (-$113)
Filed 2026-11-05
Washington Trust Advisors, Inc.
DECREASED
Shares11,256 from 11,554
Change-298 (-3%)
Value$619.1K (-$16.5K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares11,207 from 11,207
Change0 (0%)
Value$616.4K (-$112)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares11,074 from 9,274
Change+1,800 (+19%)
Value$609.1K (+$98.9K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares10,849 from 13,522
Change-2,673 (-20%)
Value$596.7K (-$147.2K)
Filed 2026-10-30
Legacy Financial Advisors, Inc.
UNCHANGED
Shares10,796 from 10,796
Change0 (0%)
Value$593.8K (-$108)
Filed 2026-11-09
Liberty Capital Management, Inc.
UNCHANGED
Shares10,742 from 10,742
Change0 (0%)
Value$590.8K (-$108)
Filed 2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares10,672 from 10,672
Change0 (0%)
Value$602.8K (+$13.0K)
Filed 2026-10-21
One Way Holdings LLC
UNCHANGED
Shares10,652 from 10,652
Change0 (0%)
Value$585.9K (-$107)
Filed 2026-10-29
Steele Capital Management, Inc.
UNCHANGED
Shares10,564 from 10,564
Change0 (0%)
Value$581.0K (-$106)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares10,430 from 10,860
Change-430 (-4%)
Value$573.7K (-$23.8K)
Filed 2026-10-22
Cross Staff Investments Inc
UNCHANGED
Shares10,391 from 10,391
Change0 (0%)
Value$571.5K (-$5.1M)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares10,255 from 10,310
Change-55 (-1%)
Value$564.0K (-$3.1K)
Filed 2026-11-03
Americana Partners, LLC
UNCHANGED
Shares10,223 from 10,223
Change0 (0%)
Value$562.3K (-$102)
Filed 2026-10-28
Towneley Capital Management, Inc / de
INCREASED
Shares10,158 from 10,121
Change+37 (+0%)
Value$558.7K (+$2.0K)
Filed 2026-10-09
Compass Wealth Management, LLC
INCREASED
Shares10,089 from 10,067
Change+22 (+0%)
Value$554.9K (+$1.1K)
Filed 2026-10-30
Integrity Investment Advisors, LLC
INCREASED
Shares10,038 from 7,335
Change+2,703 (+37%)
Value$552.1K (+$148.6K)
Filed 2026-11-03
Tufton Capital Management
INCREASED
Shares9,937 from 6,115
Change+3,822 (+63%)
Value$546.0K (+$210.0K)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares9,875 from 9,612
Change+263 (+3%)
Value$543.1K (+$14.4K)
Filed 2026-11-06
Strategic Financial Services, Inc.
UNCHANGED
Shares9,875 from 9,875
Change0 (0%)
Value$543.1K (-$99)
Filed 2026-11-10
TPG Financial Advisors, LLC
DECREASED
Shares9,814 from 10,547
Change-733 (-7%)
Value$539.8K (-$40.4K)
Filed 2026-11-09
RFG Advisory, LLC
INCREASED
Shares9,749 from 9,744
Change+5 (+0%)
Value$536.2K (+$192)
Filed 2026-11-03
Accredited Investors Inc.
UNCHANGED
Shares9,623 from 9,623
Change0 (0%)
Value$529.3K (-$97)
Filed 2026-11-03
Approach Retirement Advisors, LLC
DECREASED
Shares9,430 from 9,555
Change-125 (-1%)
Value$518.7K (-$7.0K)
Filed 2026-10-22
Gradient Investments LLC
UNCHANGED
Shares9,427 from 9,427
Change0 (0%)
Value$518.5K (-$94)
Filed 2026-10-08
Avant Financial Advisors LLC
UNCHANGED
Shares9,363 from 9,363
Change0 (0%)
Value$515.0K (-$94)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares9,333 from 9,985
Change-652 (-7%)
Value$513.3K (-$36.0K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
DECREASED
Shares9,292 from 9,657
Change-365 (-4%)
Value$511.1K (-$20.2K)
Filed 2026-10-16
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares9,210 from 9,210
Change0 (0%)
Value$506.6K (-$93)
Filed 2026-10-19
Summit Asset Management, LLC
INCREASED
Shares9,170 from 9,136
Change+34 (+0%)
Value$504.3K (+$1.8K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares9,077 from 9,043
Change+34 (+0%)
Value$515.6K (+$12.8K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,070 from 9,072
Change-2 (0%)
Value$498.9K (-$201)
Filed 2026-10-14
Ironwood Financial, llc
UNCHANGED
Shares9,070 from 9,070
Change0 (0%)
Value$498.9K (-$181)
Filed 2026-10-20
Live Oak Private Wealth LLC
UNCHANGED
Shares8,962 from 8,962
Change0 (0%)
Value$492.9K (-$90)
Filed 2026-11-02
Third View Private Wealth, LLC
UNCHANGED
Shares8,864 from 8,864
Change0 (0%)
Value$487.5K (-$89)
Filed 2026-10-30
Angeles Wealth Management, LLC
UNCHANGED
Shares8,838 from 8,838
Change0 (0%)
Value$486.1K (-$89)
Filed 2026-10-26
Goldstein Advisors, LLC
UNCHANGED
Shares8,819 from 8,819
Change0 (0%)
Value$485.0K (-$88)
Filed 2026-10-15
Prudent Investor Advisors, LLC
NEW
Shares8,795
Change+8,795
Value$483.7K
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares8,794 from 8,666
Change+128 (+1%)
Value$483.7K (+$7.0K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares8,794 from 8,762
Change+32 (+0%)
Value$483.7K (+$1.7K)
Filed 2026-10-29
Sensible Money, LLC
NEW
Shares8,563
Change+8,563
Value$471.0K
Filed 2026-10-20
AlTi Global, Inc.
UNCHANGED
Shares8,530 from 8,530
Change0 (0%)
Value$469.2K (-$85)
Filed 2026-11-09
Newton One Investments LLC
INCREASED
Shares8,506 from 8,476
Change+30 (+0%)
Value$467.8K (+$1.6K)
Filed 2026-10-14
Warburton Capital Management, LLC
INCREASED
Shares8,459 from 8,427
Change+32 (+0%)
Value$478.9K (+$15.9K)
Filed 2026-11-06
Physician Wealth Solutions Inc.
UNCHANGED
Shares8,307 from 8,307
Change0 (0%)
Value$456.9K (-$83)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares8,299 from 7,306
Change+993 (+14%)
Value$456.5K (+$54.6K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares8,294 from 8,281
Change+13 (+0%)
Value$456.2K (+$586)
Filed 2026-10-07
Compass Ion Advisors, LLC
NEW
Shares8,219
Change+8,219
Value$452.0K
Filed 2026-10-23
Monument Group Wealth Advisors, LLC
DECREASED
Shares8,213 from 9,574
Change-1,361 (-14%)
Value$451.7K (-$105.5K)
Filed 2026-10-21
Montz Harcus Wealth Management LLC
INCREASED
Shares8,135 from 8,105
Change+30 (+0%)
Value$447.4K (+$1.6K)
Filed 2026-10-09
Rockwood Wealth Management, LLC
INCREASED
Shares8,122 from 8,015
Change+107 (+1%)
Value$446.7K (+$5.8K)
Filed 2026-10-27
Optima Capital LLC
UNCHANGED
Shares7,912 from 7,912
Change0 (0%)
Value$435.2K (-$79)
Filed 2026-10-29
Bull Oak Capital, LLC
UNCHANGED
Shares7,864 from 7,864
Change0 (0%)
Value$432.5K (-$79)
Filed 2026-10-23
Ridgewood Investments LLC
INCREASED
Shares7,855 from 7,847
Change+8 (+0%)
Value$432.0K (+$359)
Filed 2026-10-05
Freedom Investment Management, Inc.
INCREASED
Shares7,747 from 7,148
Change+599 (+8%)
Value$426.1K (+$32.9K)
Filed 2026-11-09
Ritholtz Wealth Management
INCREASED
Shares7,730 from 6,680
Change+1,050 (+16%)
Value$425.2K (+$57.7K)
Filed 2026-11-05
Leeward Financial Partners, LLC
UNCHANGED
Shares7,670 from 7,670
Change0 (0%)
Value$421.9K (-$77)
Filed 2026-10-23
Aviance Capital Partners, LLC
UNCHANGED
Shares7,562 from 7,562
Change0 (0%)
Value$415.9K (-$76)
Filed 2026-10-29
Aspirean Wealth, LLC
DECREASED
Shares7,504 from 8,496
Change-992 (-12%)
Value$412.8K (-$54.6K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED
Shares7,491 from 7,491
Change0 (0%)
Value$412.0K (-$75)
Filed 2026-11-06
LVM Capital Management LTD
UNCHANGED
Shares7,391 from 7,391
Change0 (0%)
Value$406.5K (+$406.1K)
Filed 2026-10-20
Donalies Financial Planning, LLC
UNCHANGED
Shares7,387 from 7,387
Change0 (0%)
Value$406.3K (-$74)
Filed 2026-10-19
Smith Salley Wealth Management
UNCHANGED
Shares7,344 from 7,344
Change0 (0%)
Value$403.9K (-$73)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares7,086 from 7,086
Change0 (0%)
Value$389.7K (-$71)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares6,999 from 8,340
Change-1,341 (-16%)
Value$384.9K (-$73.8K)
Filed 2026-10-13
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares6,983 from 6,983
Change0 (0%)
Value$384.1K (-$70)
Filed 2026-11-06
Private Wealth Management Group, LLC
NEW
Shares6,830
Change+6,830
Value$375.7K
Filed 2026-10-19
Evergreen Capital Management LLC
UNCHANGED
Shares6,809 from 6,809
Change0 (0%)
Value$374.5K (-$68)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares6,770 from 6,770
Change0 (0%)
Value$372.4K (-$68)
Filed 2026-10-30
UMB Bank, n.a.
UNCHANGED
Shares6,760 from 6,760
Change0 (0%)
Value$371.8K (-$68)
Filed 2026-11-06
Maryland Capital Advisors Inc.
UNCHANGED
Shares6,714 from 6,714
Change0 (0%)
Value$369.3K (-$68)
Filed 2026-10-15
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares6,695 from 6,695
Change0 (0%)
Value$368.2K (+$225)
Filed 2026-11-05
Washington Trust Bank
UNCHANGED
Shares6,686 from 6,686
Change0 (0%)
Value$367.7K (-$67)
Filed 2026-11-03
Waterfront Wealth Inc.
UNCHANGED
Shares6,682 from 6,682
Change0 (0%)
Value$376.8K (+$9.2K)
Filed 2026-11-03
Grey Ledge Advisors, LLC
UNCHANGED
Shares6,646 from 6,646
Change0 (0%)
Value$365.5K (-$66)
Filed 2026-11-02
High Probability Advisors, LLC
UNCHANGED
Shares6,646 from 6,646
Change0 (0%)
Value$365.5K (-$66)
Filed 2026-10-19
Daytona Street Capital LLC
UNCHANGED
Shares6,644 from 6,644
Change0 (0%)
Value$369.8K (+$4.0K)
Filed 2026-10-15
Harbour Investments, Inc.
DECREASED
Shares6,631 from 6,937
Change-306 (-4%)
Value$364.7K (-$16.9K)
Filed 2026-11-09
Grandfield & Dodd, LLC
UNCHANGED
Shares6,583 from 6,583
Change0 (0%)
Value$362.1K (-$66)
Filed 2026-10-29
Independent Financial Group, LLC
UNCHANGED
Shares6,565 from 6,565
Change0 (0%)
Value$361.1K (-$65)
Filed 2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED
Shares6,544 from 6,544
Change0 (0%)
Value$359.9K (-$65)
Filed 2026-10-13
TrustWell Financial Advisors, LLC
INCREASED
Shares6,469 from 6,445
Change+24 (+0%)
Value$355.8K (+$1.3K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares6,442 from 6,419
Change+23 (+0%)
Value$354.3K (+$1.2K)
Filed 2026-11-04
Lockerman Financial Group, Inc.
UNCHANGED
Shares6,433 from 6,433
Change0 (0%)
Value$353.8K (-$65)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
DECREASED
Shares6,374 from 6,978
Change-604 (-9%)
Value$350.6K (-$33.3K)
Filed 2026-11-02
Bdfs Capital LLC
INCREASED
Shares6,374 from 5,872
Change+502 (+9%)
Value$350.6K (+$27.5K)
Filed 2026-10-14
Fiduciary Family Office, LLC
UNCHANGED
Shares6,366 from 6,366
Change0 (0%)
Value$350.1K (-$64)
Filed 2026-11-04
Gordian Advisors LLC
INCREASED
Shares6,318 from 5,194
Change+1,124 (+22%)
Value$347.5K (+$61.8K)
Filed 2026-10-30
RKL Wealth Management LLC
UNCHANGED
Shares6,288 from 6,288
Change0 (0%)
Value$345.8K (-$63)
Filed 2026-10-16
Orgel Wealth Management, LLC
UNCHANGED
Shares6,283 from 6,283
Change0 (0%)
Value$345.6K (-$63)
Filed 2026-10-14
Essential Planning, Llc.
INCREASED
Shares6,218 from 6,195
Change+23 (+0%)
Value$342.0K (+$1.2K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
DECREASED
Shares6,100 from 6,141
Change-41 (-1%)
Value$335.5K (-$2.3K)
Filed 2026-10-16
Purkiss Capital Advisors LLC
INCREASED
Shares6,076 from 6,065
Change+11 (+0%)
Value$334.2K (+$509)
Filed 2026-11-06
Stonebridge Financial Group, LLC
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$327.5K (-$60)
Filed 2026-10-01
Level Four Advisory Services, LLC
INCREASED
Shares5,952 from 5,931
Change+21 (+0%)
Value$327.4K (+$1.1K)
Filed 2026-11-06
Rise Advisors, LLC
INCREASED
Shares5,913 from 5,891
Change+22 (+0%)
Value$325.2K (+$1.1K)
Filed 2026-10-16
BOS Asset Management, LLC
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$323.5K (-$59)
Filed 2026-10-09
SevenBridge Financial Group, LLC
INCREASED
Shares5,877 from 5,856
Change+21 (+0%)
Value$331.9K (-$1.2K)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares5,844 from 5,844
Change0 (0%)
Value$321.4K (-$58)
Filed 2026-10-26
Old Peak Finance LLC
DECREASED
Shares5,822 from 6,034
Change-212 (-4%)
Value$320.2K (-$11.7K)
Filed 2026-11-02
NTV Asset Management LLC
UNCHANGED
Shares5,708 from 5,708
Change0 (0%)
Value$313.9K (-$57)
Filed 2026-10-23
Well Done, LLC
UNCHANGED
Shares5,684 from 5,684
Change0 (0%)
Value$312.6K (-$57)
Filed 2026-10-20
Lantz Financial LLC
UNCHANGED
Shares5,656 from 5,656
Change0 (0%)
Value$311.1K (-$57)
Filed 2026-10-15
Atlas Capital Advisors Inc.
NEW
Shares5,634
Change+5,634
Value$6.2M
Filed 2026-11-09
Kelly Financial Group LLC
INCREASED
Shares5,631 from 5,379
Change+252 (+5%)
Value$309.7K (+$13.8K)
Filed 2026-10-16
Legacy Advisors, LLC
NEW
Shares5,609
Change+5,609
Value$308.5K
Filed 2026-10-19
Everhart Financial Group, Inc.
UNCHANGED
Shares5,515 from 5,515
Change0 (0%)
Value$303.3K (-$55)
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares5,465 from 6,293
Change-828 (-13%)
Value$305.0K (-$34.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares5,460
Change+5,460
Value$300.3K
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares5,451 from 5,431
Change+20 (+0%)
Value$299.8K (+$1.1K)
Filed 2026-10-20
Vawter Financial, Ltd.
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$294.3K (-$54)
Filed 2026-11-10
McCarley & Cook Financial Planners
DECREASED
Shares5,332 from 5,400
Change-68 (-1%)
Value$293.2K (-$3.8K)
Filed 2026-10-21
Private Management Group Inc
UNCHANGED
Shares5,325 from 5,325
Change0 (0%)
Value$292.9K (-$53)
Filed 2026-11-04
Bell Bank
UNCHANGED
Shares5,306 from 5,306
Change0 (0%)
Value$291.8K (-$53)
Filed 2026-10-21
Bessemer Group Inc
INCREASED
Shares5,301 from 1,344
Change+3,957 (+294%)
Value$292.0K (+$218.0K)
Filed 2026-11-09
Grimes & Co Wealth Management, LLC
NEW
Shares5,285
Change+5,285
Value$290.7K
Filed 2026-10-29
SBK Financial, Inc.
UNCHANGED
Shares5,188 from 5,188
Change0 (0%)
Value$285.3K (-$52)
Filed 2026-11-02
Hantz Financial Services, Inc.
INCREASED
Shares5,148 from 4,730
Change+418 (+9%)
Value$283.0K (+$23.0K)
Filed 2026-11-09
Leavell Investment Management, Inc.
UNCHANGED
Shares5,031 from 5,031
Change0 (0%)
Value$276.7K (-$50)
Filed 2026-11-09
Gamma Investing LLC
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$276.4K (-$50)
Filed 2026-10-08
One Degree Advisors Inc
INCREASED
Shares5,017 from 5,009
Change+8 (+0%)
Value$279.9K (+$5.9K)
Filed 2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED
Shares4,962 from 4,944
Change+18 (+0%)
Value$272.9K (+$960)
Filed 2026-11-03
HighPoint Advisor Group LLC
UNCHANGED
Shares4,961 from 4,961
Change0 (0%)
Value$272.9K (-$49)
Filed 2026-11-09
Nwam LLC
INCREASED
Shares4,937 from 4,915
Change+22 (+0%)
Value$271.5K (+$1.1K)
Filed 2026-11-09
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$270.6K (-$49)
Filed 2026-10-22
Bellwether Advisors, LLC
UNCHANGED
Shares4,865 from 4,865
Change0 (0%)
Value$267.6K (-$49)
Filed 2026-11-09
Financial Insights, Inc.
UNCHANGED
Shares4,852 from 4,852
Change0 (0%)
Value$266.9K (-$49)
Filed 2026-10-27
Western Wealth Management, LLC
UNCHANGED
Shares4,791 from 4,791
Change0 (0%)
Value$263.5K (-$48)
Filed 2026-11-09
Carnegie Investment Counsel
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$262.0K (-$48)
Filed 2026-10-20
Motco
UNCHANGED
Shares4,759 from 4,759
Change0 (0%)
Value$261.7K (-$48)
Filed 2026-11-09
Crescent Grove Advisors, LLC
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$257.5K (-$47)
Filed 2026-10-21
HB Wealth Management, LLC
NEW
Shares4,596
Change+4,596
Value$252.8K
Filed 2026-10-23
Guidance Point Advisors, LLC
INCREASED
Shares4,569 from 4,553
Change+16 (+0%)
Value$251.3K (+$883)
Filed 2026-10-15
BankChampaign, National Association
UNCHANGED
Shares4,549 from 4,549
Change0 (0%)
Value$250.2K (-$45)
Filed 2026-10-19
Lauer Wealth, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$250.5K (+$2.5K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED
Shares4,459 from 4,459
Change0 (0%)
Value$245.2K (-$45)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares4,407 from 4,396
Change+11 (+0%)
Value$242.4K (+$568)
Filed 2026-11-03
CX Institutional
DECREASED
Shares4,390 from 6,563
Change-2,173 (-33%)
Value$241.0K (+$240.6K)
Filed 2026-10-02
Corundum Group, Inc.
UNCHANGED
Shares4,331 from 4,331
Change0 (0%)
Value$238.2K (-$43)
Filed 2026-10-28
Sherman Wealth Management LLC
DECREASED
Shares4,330 from 4,374
Change-44 (-1%)
Value$238.2K (-$2.5K)
Filed 2026-10-16
HWG Holdings LP
UNCHANGED
Shares4,323 from 4,323
Change0 (0%)
Value$237.8K (-$44)
Filed 2026-10-08
Anderson Hoagland & Co
UNCHANGED
Shares4,303 from 4,303
Change0 (0%)
Value$243.5K (+$6.8K)
Filed 2026-10-23
Trademark Financial Management, LLC
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$235.4K (-$43)
Filed 2026-10-23
Olio Financial Planning
INCREASED
Shares4,268 from 4,253
Change+15 (+0%)
Value$234.8K (+$826)
Filed 2026-10-22
CGN Advisors LLC
DECREASED
Shares4,235 from 4,293
Change-58 (-1%)
Value$232.9K (-$3.2K)
Filed 2026-10-21
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares4,222 from 4,222
Change0 (0%)
Value$232.2K (-$42)
Filed 2026-10-09
Burton Enright Welch
NEW
Shares4,221
Change+4,221
Value$232.1K
Filed 2026-11-04
Five Oceans Advisors
DECREASED
Shares4,216 from 7,599
Change-3,383 (-45%)
Value$231.9K (-$186.1K)
Filed 2026-10-22
Affinity Capital Advisors, LLC
UNCHANGED
Shares4,211 from 4,211
Change0 (0%)
Value$235.1K (+$3.1K)
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares4,205
Change+4,205
Value$231.3K
Filed 2026-10-21
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$226.1K (-$41)
Filed 2026-10-14
Gryphon Financial Partners LLC
UNCHANGED
Shares4,083 from 4,083
Change0 (0%)
Value$224.6K (-$41)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares4,052 from 4,052
Change0 (0%)
Value$222.9K (-$41)
Filed 2026-10-06
RFG Holdings, Inc.
INCREASED
Shares4,044 from 3,762
Change+282 (+8%)
Value$222.4K (+$15.5K)
Filed 2026-10-30
Rinkey Investments
UNCHANGED
Shares4,031 from 4,031
Change0 (0%)
Value$221.7K (-$40)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$220.8K (-$40)
Filed 2026-11-02
Capstone Capital LLC
DECREASED
Shares3,978 from 4,059
Change-81 (-2%)
Value$218.8K (-$4.5K)
Filed 2026-10-14
Mindset Wealth Management, LLC
DECREASED
Shares3,946 from 4,046
Change-100 (-2%)
Value$217.0K (-$5.5K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares3,862 from 3,865
Change-3 (0%)
Value$212.0K (-$1.0K)
Filed 2026-10-22
Intrua Financial, LLC
DECREASED
Shares3,844 from 4,537
Change-693 (-15%)
Value$211.4K (-$38.2K)
Filed 2026-10-28
Valen Private Capital, LLC
NEW
Shares3,837
Change+3,837
Value$211.0K
Filed 2026-10-23
Morton Capital Management LLC
DECREASED
Shares3,826 from 4,275
Change-449 (-10%)
Value$210.4K (-$24.7K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares3,819 from 3,804
Change+15 (+0%)
Value$210.0K (+$739)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
INCREASED
Shares3,734 from 3,729
Change+5 (+0%)
Value$205.4K (+$242)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,711 from 3,711
Change0 (0%)
Value$204.1K (-$38)
Filed 2026-10-23
Prosperity Planning, Inc.
UNCHANGED
Shares3,710 from 3,710
Change0 (0%)
Value$204.1K (-$37)
Filed 2026-10-09
McAdam, LLC
UNCHANGED
Shares3,694 from 3,694
Change0 (0%)
Value$203.2K (-$37)
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$202.1K (-$37)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares3,613 from 3,601
Change+12 (+0%)
Value$201.4K (+$3.3K)
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares3,320 from 3,317
Change+3 (+0%)
Value$182.6K (+$137)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares3,138 from 2,819
Change+319 (+11%)
Value$172.6K (+$17.5K)
Filed 2026-11-03
Centennial Bank
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$166.9K (-$30)
Filed 2026-11-09
Pacific Center for Financial Services
UNCHANGED
Shares3,001 from 3,001
Change0 (0%)
Value$165.1K (-$31)
Filed 2026-10-15
Colony Family Offices, LLC
NEW
Shares2,921
Change+2,921
Value$160.6K
Filed 2026-10-22
Ares Financial Consulting, LLC
INCREASED
Shares2,728 from 2,723
Change+5 (+0%)
Value$150.1K (+$280)
Filed 2026-10-19
Russell Investments Group, Ltd.
DECREASED
Shares2,651 from 2,662
Change-11 (0%)
Value$145.8K (-$632)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$139.4K (-$26)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$137.3K (-$25)
Filed 2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,429 from 2,429
Change0 (0%)
Value$133.6K (-$24)
Filed 2026-10-30
American Capital Advisory, LLC
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$133.1K (-$25)
Filed 2026-10-28
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$132.0K (-$24)
Filed 2026-11-09
Aspect Partners, LLC
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$123.4K (-$22)
Filed 2026-10-20
CNB Bank
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$119.7K (-$22)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,127 from 2,127
Change0 (0%)
Value$117.0K (-$22)
Filed 2026-10-21
Kings Path Partners LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$110.7K (-$20)
Filed 2026-10-21
MV Capital Management, Inc.
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$102.7K (-$19)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares1,750
Change+1,750
Value$96.3K
Filed 2026-10-27
KFG LLC
NEW
Shares1,740
Change+1,740
Value$95.7K
Filed 2026-11-02
Compass Wealth Management LLC
NEW
Shares1,734
Change+1,734
Value$95.4K
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares1,715 from 1,496
Change+219 (+15%)
Value$94.3K (+$12.0K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,671 from 1,196
Change+475 (+40%)
Value$91.9K (+$26.1K)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares1,464 from 1,459
Change+5 (+0%)
Value$80.6K (+$574)
Filed 2026-11-06
Thompson Investment Management, Inc.
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$77.2K (-$14)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$74.4K (-$14)
Filed 2026-10-27
Retirement Wealth Solutions LLC
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$73.9K (-$14)
Filed 2026-10-07
Lodestone Wealth Management LLC
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$72.3K (-$13)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares1,303
Change+1,303
Value$71.7K
Filed 2026-10-28
Evermay Wealth Management LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$70.1K (-$13)
Filed 2026-11-05
DecisionPoint Financial, LLC
NEW
Shares1,257
Change+1,257
Value$69.4K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
NEW
Shares1,255
Change+1,255
Value$69.0K
Filed 2026-10-20
Geneos Wealth Management Inc.
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$67.7K (-$12)
Filed 2026-11-09
City State Bank
INCREASED
Shares1,054 from 794
Change+260 (+33%)
Value$58.0K (+$14.3K)
Filed 2026-10-20
Community Financial Services Group, LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$56.5K (+$420)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$52.5K (-$10)
Filed 2026-10-07
Pinnacle Bancorp, Inc.
DECREASED
Shares950 from 1,061
Change-111 (-10%)
Value$52.2K (-$6.1K)
Filed 2026-10-21
SYM Financial Corp
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$49.2K (-$9)
Filed 2026-10-26
Hughes Financial Services, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$39.7K (+$1.5K)
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares631 from 629
Change+2 (+0%)
Value$34.7K (+$122)
Filed 2026-10-15
Paladin Advisory Group, LLC
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$34.2K (-$6)
Filed 2026-11-09
Highline Wealth Partners LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$27.4K (-$5)
Filed 2026-10-19
Alerus Financial NA
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$26.7K (-$5)
Filed 2026-11-09
IAG Wealth Partners, LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$25.1K (-$5)
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$24.6K (-$4)
Filed 2026-10-30
Steph & Co
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$24.5K (-$4)
Filed 2026-10-07
Key Capital Management, Inc
NEW
Shares308
Change+308
Value$16.9K
Filed 2026-11-03
True Wealth Design, LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$15.7K (-$3)
Filed 2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$12.2K (-$2)
Filed 2026-10-13
Montgomery Financial Services LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$10.8K (-$2)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$9.8K (-$2)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$9.1K (-$2)
Filed 2026-11-03
Strive Financial Group,LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$8.5K (-$2)
Filed 2026-11-09
Tsfg, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4 ($0)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
NEW
Shares77
Change+77
Value$4.3K
Filed 2026-10-20
Signature Equity Partners, LLC
NEW
Shares60
Change+60
Value$3.3K
Filed 2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.9K (-$1)
Filed 2026-10-13
LJI Wealth Management, LLC
CLOSED
Shares0 from 18,760
Change-18,760 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-28
Manchester Capital Management LLC
CLOSED
Shares0 from 13,939
Change-13,939 (-100%)
Value$0 (-$766.8K)
Filed 2026-10-22
Avestar Capital, LLC
CLOSED
Shares0 from 9,163
Change-9,163 (-100%)
Value$0 (-$504.1K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,689
Change-7,689 (-100%)
Value$0 (-$422.9K)
Filed 2026-10-21
Shepherd Financial Partners LLC
CLOSED
Shares0 from 5,764
Change-5,764 (-100%)
Value$0 (-$317.1K)
Filed 2026-11-03
HBK Sorce Advisory LLC
CLOSED
Shares0 from 5,057
Change-5,057 (-100%)
Value$0 (-$286.2K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 1,638
Change-1,638 (-100%)
Value$0 (-$90.1K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,467
Change-1,467 (-100%)
Value$0 (-$80.7K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$54.2K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$37.0K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-13
Archer Investment Corp
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
DECREASED
Shares0 from 366
Change-366 (-100%)
Value$6 (-$20.1K)
Filed 2026-10-16
Mercer Global Advisors Inc
N/A
Shares— from 43,369,886
Change-43,369,886 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,217,663
Change-14,217,663 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,999,844
Change-4,999,844 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,892,951
Change-4,892,951 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,644,308
Change-2,644,308 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,902,222
Change-1,902,222 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,669,238
Change-1,669,238 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,408,163
Change-1,408,163 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,342,005
Change-1,342,005 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,193,244
Change-1,193,244 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,133,788
Change-1,133,788 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,063,093
Change-1,063,093 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 951,799
Change-951,799 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 900,330
Change-900,330 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 847,220
Change-847,220 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 770,681
Change-770,681 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 699,135
Change-699,135 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 681,475
Change-681,475 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 675,012
Change-675,012 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 566,861
Change-566,861 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 563,266
Change-563,266 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 547,549
Change-547,549 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 542,430
Change-542,430 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 513,880
Change-513,880 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 505,062
Change-505,062 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 504,434
Change-504,434 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 484,264
Change-484,264 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 474,682
Change-474,682 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 468,539
Change-468,539 (-100%)
Value—
UBS Group AG
N/A
Shares— from 458,690
Change-458,690 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 420,699
Change-420,699 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 409,344
Change-409,344 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 401,368
Change-401,368 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 383,500
Change-383,500 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 374,528
Change-374,528 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 357,895
Change-357,895 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 356,584
Change-356,584 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 342,275
Change-342,275 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 335,830
Change-335,830 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 329,154
Change-329,154 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 325,745
Change-325,745 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 322,267
Change-322,267 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 311,762
Change-311,762 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 310,466
Change-310,466 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 296,921
Change-296,921 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 288,409
Change-288,409 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 258,230
Change-258,230 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 253,956
Change-253,956 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 242,834
Change-242,834 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 201,189
Change-201,189 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 199,131
Change-199,131 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 193,271
Change-193,271 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 185,258
Change-185,258 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 184,338
Change-184,338 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 155,556
Change-155,556 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 153,175
Change-153,175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 151,462
Change-151,462 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 137,923
Change-137,923 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 133,283
Change-133,283 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 131,602
Change-131,602 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 127,269
Change-127,269 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 125,952
Change-125,952 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 125,272
Change-125,272 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 122,084
Change-122,084 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 118,784
Change-118,784 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 106,428
Change-106,428 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 103,735
Change-103,735 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 103,633
Change-103,633 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 99,599
Change-99,599 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 98,096
Change-98,096 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 97,352
Change-97,352 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 92,491
Change-92,491 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 91,253
Change-91,253 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 89,715
Change-89,715 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 89,084
Change-89,084 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 87,754
Change-87,754 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 87,125
Change-87,125 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 81,045
Change-81,045 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 80,843
Change-80,843 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 80,243
Change-80,243 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 80,137
Change-80,137 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 74,467
Change-74,467 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 73,845
Change-73,845 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 73,177
Change-73,177 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 72,988
Change-72,988 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 65,323
Change-65,323 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 62,703
Change-62,703 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 62,156
Change-62,156 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 59,582
Change-59,582 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 57,218
Change-57,218 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 56,732
Change-56,732 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 54,788
Change-54,788 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 53,370
Change-53,370 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 49,833
Change-49,833 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 47,615
Change-47,615 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,522
Change-47,522 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 45,490
Change-45,490 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 44,291
Change-44,291 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 41,960
Change-41,960 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,508
Change-41,508 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 40,430
Change-40,430 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 38,732
Change-38,732 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 37,344
Change-37,344 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 36,308
Change-36,308 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 36,001
Change-36,001 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 35,976
Change-35,976 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 34,672
Change-34,672 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 34,672
Change-34,672 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,318
Change-31,318 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 30,776
Change-30,776 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 29,836
Change-29,836 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 29,834
Change-29,834 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,395
Change-28,395 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 28,339
Change-28,339 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,977
Change-27,977 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 27,460
Change-27,460 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 26,893
Change-26,893 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,654
Change-26,654 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 26,409
Change-26,409 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 26,382
Change-26,382 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,304
Change-23,304 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 23,183
Change-23,183 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 22,821
Change-22,821 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,784
Change-22,784 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 22,672
Change-22,672 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,320
Change-22,320 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 20,938
Change-20,938 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,866
Change-20,866 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,597
Change-20,597 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,922
Change-19,922 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,559
Change-19,559 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 19,160
Change-19,160 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 18,553
Change-18,553 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 18,359
Change-18,359 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,092
Change-18,092 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,959
Change-17,959 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,489
Change-17,489 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 17,317
Change-17,317 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,267
Change-17,267 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 17,170
Change-17,170 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 16,925
Change-16,925 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 16,728
Change-16,728 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 16,272
Change-16,272 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,214
Change-16,214 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,035
Change-16,035 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 15,579
Change-15,579 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 15,216
Change-15,216 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 14,978
Change-14,978 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,910
Change-14,910 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,415
Change-14,415 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 14,057
Change-14,057 (-100%)
Value—
&partners
N/A
Shares— from 13,709
Change-13,709 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 13,339
Change-13,339 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,269
Change-13,269 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 13,217
Change-13,217 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,673
Change-12,673 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 12,628
Change-12,628 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 12,367
Change-12,367 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 12,095
Change-12,095 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 11,615
Change-11,615 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 11,339
Change-11,339 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 10,474
Change-10,474 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 10,465
Change-10,465 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,299
Change-9,299 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 8,599
Change-8,599 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,068
Change-7,068 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,809
Change-6,809 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 5,464
Change-5,464 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 965
Change-965 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 539
Change-539 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 211
Change-211 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Savant Capital, LLC
INCREASED15,301,83815,249,311+52,527+0%$839.1M$841.6M+$2.5M2026-11-06
Index Fund Advisors, Inc.
DECREASED5,744,5135,787,541-43,028-1%$318.4M$315.9M-$2.4M2026-11-05
Creative Planning
DECREASED4,842,2414,865,323-23,0820%$267.6M$266.3M-$1.3M2026-11-02
HighTower Advisors, LLC
DECREASED4,350,2074,432,562-82,355-2%$243.8M$239.3M-$4.6M2026-11-10
TCI Wealth Advisors, Inc.
DECREASED3,927,8824,044,731-116,849-3%$222.5M$216.0M-$6.5M2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,523,2553,355,094+168,161+5%$184.6M$193.8M+$9.2M2026-10-27
Plancorp, LLC
DECREASED3,145,4223,242,114-96,692-3%$178.4M$178.6M+$216.0K2026-11-03
Modera Wealth Management, LLC
DECREASED2,236,6632,291,735-55,072-2%$126.1M$123.0M-$3.1M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED1,982,1111,853,369+128,742+7%$102.0M$110.3M+$8.4M2026-10-13
Maseco LLP
DECREASED1,918,3211,999,281-80,960-4%$110.0M$105.5M-$4.5M2026-10-27
Porter White Investment Advisors, Inc.
INCREASED1,776,168886,806+889,362+100%$48.8M$97.7M+$48.9M2026-10-14
Trust Co of the South
DECREASED1,584,3751,722,466-138,091-8%$94.8M$87.1M-$7.6M2026-10-21
LPL Financial LLC
INCREASED1,365,2531,341,644+23,609+2%$73.8M$75.1M+$1.3M2026-11-06
Evanson Financial, LLC
DECREASED1,284,7681,317,420-32,652-2%$72.5M$70.7M-$1.8M2026-10-23
Choreo, LLC
DECREASED1,276,7371,283,006-6,2690%$70.6M$70.2M-$357.6K2026-10-28
Foster Group, Inc.
DECREASED1,252,9551,263,263-10,308-1%$69.5M$68.9M-$579.6K2026-10-13
Forum Financial Management, LP
DECREASED1,129,2291,159,212-29,983-3%$63.8M$62.1M-$1.7M2026-10-16
Allworth Financial LP
INCREASED1,097,297704,814+392,483+56%$38.8M$60.4M+$21.6M2026-11-06
Apella Capital, LLC
INCREASED1,072,9461,070,075+2,871+0%$58.8M$59.5M+$737.0K2026-10-08
Sachem Hill LLC
INCREASED1,048,7731,047,542+1,231+0%$57.6M$57.7M+$57.2K2026-10-14
Monograph Wealth Advisors, LLC
INCREASED1,022,5971,022,464+133+0%$56.2M$56.2M-$2.9K2026-11-09
Willow Creek Wealth Management Inc.
DECREASED1,017,6951,038,398-20,703-2%$57.1M$56.0M-$1.1M2026-10-26
Triune Financial Partners, LLC
INCREASED988,686981,939+6,747+1%$54.0M$54.4M+$361.3K2026-11-03
Factor Wealth Management LTD
INCREASED976,097948,209+27,888+3%$52.2M$53.7M+$1.5M2026-10-08
Verus Financial Partners, Inc.
INCREASED908,811833,515+75,296+9%$45.9M$50.0M+$4.1M2026-10-29
TFC Financial Management, Inc.
DECREASED898,750905,753-7,003-1%$49.8M$49.4M-$394.2K2026-10-26
Disciplined Equity Management, Inc.
INCREASED839,738838,894+844+0%$46.1M$46.2M+$38.0K2026-10-14
Heritage Investment Group, Inc.
DECREASED831,484836,665-5,181-1%$46.0M$45.7M-$293.3K2026-11-03
Elser Financial Planning, Inc
DECREASED824,754882,671-57,917-7%$48.6M$45.4M-$3.2M2026-10-16
SAX Wealth Advisors, LLC
DECREASED791,903814,035-22,132-3%$39.4M$43.6M+$4.1M2026-10-13
Guardian Wealth Management, LLC
DECREASED771,090824,333-53,243-6%$45.3M$42.4M-$2.9M2026-10-14
Earned Wealth Advisors, LLC
DECREASED769,046792,213-23,167-3%$43.6M$42.3M-$1.3M2026-11-06
Timonier Family Office, Ltd.
DECREASED761,720769,971-8,251-1%$42.4M$41.9M-$461.5K2026-11-03
Richard Young Associates, Ltd.
INCREASED746,824708,429+38,395+5%$39.0M$41.1M+$2.1M2026-11-03
Dixon Fnancial Services, Inc.
DECREASED735,886745,784-9,898-1%$41.0M$40.5M-$551.9K2026-10-23
Wescott Financial Advisory Group, LLC
DECREASED733,476754,353-20,877-3%$41.5M$40.3M-$1.2M2026-11-09
Mission Wealth Management, LP
DECREASED709,857715,500-5,643-1%$39.4M$39.0M-$317.5K2026-10-15
Aspiriant, LLC
INCREASED709,563707,126+2,437+0%$38.9M$39.0M+$127.0K2026-10-16
Wealth Management Nebraska
DECREASED686,514698,114-11,600-2%$38.4M$37.8M-$644.9K2026-10-26
Heritage Wealth Management, Inc. s
INCREASED681,065667,599+13,466+2%$36.7M$37.5M+$734.2K2026-11-06
Wealth Architects, LLC
DECREASED678,878679,197-3190%$37.4M$37.3M-$24.3K2026-11-03
Tillman Hartley LLC
DECREASED669,116702,050-32,934-5%$38.6M$36.8M-$1.8M2026-11-06
Cardiff Park Advisors, LLC
DECREASED630,833632,077-1,2440%$34.8M$34.7M-$74.7K2026-11-09
McLean Asset Management Corp
DECREASED590,142600,061-9,919-2%$33.4M$32.8M-$575.0K2026-11-06
Three Arch Wealth Management LLC
DECREASED582,202598,703-16,501-3%$32.9M$32.0M-$913.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED577,232582,567-5,335-1%$32.0M$31.7M-$299.9K2026-10-08
RW Investment Management LLC
DECREASED561,271575,717-14,446-3%$31.7M$30.9M-$800.3K2026-11-03
TFO Wealth Partners, LLC
INCREASED557,792553,055+4,737+1%$30.4M$30.7M+$255.0K2026-11-09
M Holdings Securities, Inc.
DECREASED548,837557,561-8,724-2%$30.7M$31.2K-$30.7M2026-11-03
Meritas Wealth Management, LLC
DECREASED546,637555,354-8,717-2%$30.6M$30.1M-$485.0K2026-10-14
Commonwealth Equity Services, LLC
DECREASED529,698602,675-72,977-12%$33.2M$29.1M-$4.0M2026-11-02
ShankerValleau Wealth Advisors, Inc.
DECREASED526,180544,043-17,863-3%$29.9M$28.9M-$987.9K2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED519,604535,101-15,497-3%$29.4M$28.6M-$857.7K2026-10-15
Bayshore Asset Management, LLC
DECREASED498,403506,330-7,927-2%$27.9M$27.9M+$32.5K2026-11-03
Petersen Hastings Wealth Advisors Inc.
DECREASED495,646503,156-7,510-1%$27.7M$27.3M-$418.1K2026-10-27
1900 Wealth Management LLC
DECREASED494,085497,233-3,148-1%$27.4M$27.2M-$178.1K2026-10-13
Symmetry Partners, LLC
DECREASED490,427517,258-26,831-5%$28.5M$27.0M-$1.5M2026-10-27
Prudent Man Investment Management, Inc.
INCREASED487,528471,441+16,087+3%$22.0M$26.8M+$4.8M2026-11-03
RS Crum Inc.
INCREASED475,361471,472+3,889+1%$25.9M$26.1M+$209.2K2026-10-19
Mather Group, Llc.
DECREASED466,740474,836-8,096-2%$26.1M$25.7M-$450.0K2026-10-14
Legacy Financial Group, Inc.
DECREASED449,526452,004-2,478-1%$24.9M$24.7M-$140.8K2026-10-21
DiNuzzo Private Wealth, Inc.
DECREASED446,378452,669-6,291-1%$24.9M$24.6M-$350.5K2026-10-16
Baker Boyer National Bank
DECREASED434,582435,463-8810%$24.0M$23.9M-$52.8K2026-11-05
Graves Light Lenhart Wealth, Inc.
INCREASED425,611402,895+22,716+6%$22.2M$23.4M+$1.2M2026-10-09
Confluence Wealth Services, Inc.
INCREASED391,017387,967+3,050+1%$21.3M$21.5M+$163.9K2026-11-05
Claris Advisors, LLC / MO /
DECREASED376,070384,556-8,486-2%$21.2M$20.7M-$470.6K2026-11-10
McMill Wealth Management
NEW346,762—+346,762——$19.1M—2026-11-05
BIP Wealth, LLC
INCREASED333,107317,908+15,199+5%$17.5M$18.3M+$832.8K2026-10-22
Spire Wealth Management
DECREASED328,499330,164-1,6650%$18.2M$18.1M-$94.9K2026-10-30
Pillar Financial Advisors, LLC
DECREASED327,842332,448-4,606-1%$18.3M$18.0M-$256.6K2026-10-21
Austin Asset Management Co Inc
DECREASED319,216323,879-4,663-1%$17.8M$17.6M-$259.7K2026-10-29
Juncture Wealth Strategies, LLC
DECREASED318,553334,724-16,171-5%$18.4M$17.5M-$892.7K2026-10-06
Navigoe, LLC
DECREASED317,390318,299-9090%$17.5M$17.5M-$53.0K2026-11-04
Summit Wealth Group, LLC
DECREASED315,022319,089-4,067-1%$17.6M$17.3M-$226.9K2026-11-09
Financial Synergies Wealth Advisors, Inc.
DECREASED314,129318,721-4,592-1%$17.5M$17.3M-$255.7K2026-10-16
Larson Financial Group LLC
DECREASED310,039313,862-3,823-1%$17.3M$17.1M-$213.4K2026-11-05
Root Financial Partners, LLC
DECREASED293,468326,498-33,030-10%$18.0M$16.1M-$1.8M2026-10-21
Squire Investment Management Company, LLC
DECREASED292,278297,896-5,618-2%$16.4M$16.1M-$312.0K2026-11-03
New Dimensions Wealth Management, LLC
INCREASED289,789286,315+3,474+1%$15.8M$15.9M+$188.2K2026-11-02
Diversified Portfolios, Inc.
DECREASED288,218291,586-3,368-1%$16.0M$15.9M-$188.2K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED287,152286,985+167+0%$15.8M$15.8M+$6.3K2026-10-13
Investmark Advisory Group LLC
INCREASED281,900228,172+53,728+24%$12.6M$15.5M+$3.0M2026-10-27
Altiora Financial Group, LLC
DECREASED277,169279,469-2,300-1%$15.4M$15.2M-$129.3K2026-11-04
Sterling Wealth Management, Inc.
DECREASED273,661275,221-1,560-1%$15.1M$15.1M-$88.5K2026-10-23
Frankly Finances, LLC
INCREASED269,528268,240+1,288+0%$14.8M$14.8M+$68.2K2026-10-28
Andrews, Lucia Wealth Management LLC
DECREASED266,751269,708-2,957-1%$14.8M$14.7M-$165.3K2026-11-02
Bank of Montreal
INCREASED263,941262,444+1,497+1%$14.4M$14.5M+$79.7K2026-11-09
Burk Holdings LLC
INCREASED253,371230,951+22,420+10%$12.7M$13.9M+$1.2M2026-11-05
Kestra Advisory Services, LLC
DECREASED251,489254,112-2,623-1%$14.0M$13.8M-$146.8K2026-11-02
Vise Technologies, Inc.
DECREASED247,855261,922-14,067-5%$14.4M$13.6M-$776.3K2026-10-29
Lauterbach Financial Advisors, LLC
DECREASED246,552251,825-5,273-2%$13.9M$13.6M-$292.5K2026-10-21
Vestia Personal Wealth Advisors
DECREASED240,195249,876-9,681-4%$13.7M$13.2M-$532.6K2026-10-20
Walsh & Associates, LLC
INCREASED231,657209,448+22,209+11%$11.5M$12.7M+$1.2M2026-11-09
Compound Planning, Inc.
INCREASED228,079223,958+4,121+2%$12.3M$12.5M+$224.4K2026-11-09
RTD Financial Advisors, Inc.
DECREASED216,414218,646-2,232-1%$12.0M$11.9M-$124.9K2026-10-09
Capstone Wealth Management, LLC
DECREASED209,433211,207-1,774-1%$11.6M$11.5M-$99.7K2026-11-02
Versant Capital Management, Inc
INCREASED203,873203,515+358+0%$11.2M$11.2M+$17.6K2026-10-02
JDH Wealth Management, LLC
DECREASED202,392213,484-11,092-5%$11.7M$11.1M-$612.2K2026-10-20
RF&L Wealth Management, LLC
DECREASED197,810198,014-2040%$10.9M$10.9M-$13.2K2026-10-20
Level Financial Advisors
DECREASED188,163190,210-2,047-1%$10.5M$10.3M-$114.5K2026-10-13
Werba Rubin Papier Wealth Management
DECREASED182,318183,415-1,097-1%$10.1M$10.0M-$62.1K2026-11-06
Greenspring Advisors, LLC
DECREASED179,624181,842-2,218-1%$10.0M$9.9M-$123.8K2026-11-05
Peirce Capital Management, LLC
DECREASED174,341178,595-4,254-2%$9.8M$9.6M-$235.8K2026-10-19
Merit Financial Group, LLC
INCREASED173,840141,999+31,841+22%$7.8M$9.6M+$1.7M2026-11-06
Financial Harvest, LLC
DECREASED170,867173,170-2,303-1%$9.5M$9.4M-$128.4K2026-10-15
Belleair Asset Management, LLC
UNCHANGED168,153168,15300%$9.3M$9.2M-$1.7K2026-11-03
TruNorth Capital Management, LLC
INCREASED162,880162,870+10+0%$9.0M$9.0M-$1.0K2026-10-14
Strathmore Capital Advisors, Inc.
DECREASED160,911163,674-2,763-2%$9.0M$8.9M-$105.7K2026-11-09
Ariadne Wealth Management, LP
DECREASED160,765162,935-2,170-1%$9.0M$8.8M-$121.0K2026-11-06
Sollinda Capital Management LLC
INCREASED160,725136,915+23,810+17%$7.5M$8.8M+$1.3M2026-11-09
Baker Tilly Wealth Management, LLC
DECREASED160,433166,506-6,073-4%$9.2M$8.8M-$335.7K2026-10-05
Truist Financial Corp
DECREASED160,001194,511-34,510-18%$10.7M$8.8M-$1.9M2026-10-30
Sprinkle Financial Consultants LLC
DECREASED156,958156,974-160%$8.6M$8.6M-$2.3K2026-10-09
Weinberger Asset Management, Inc
INCREASED153,798153,561+237+0%$8.5M$8.5M-$77.6K2026-10-28
Woodward Financial Advisors, Inc.
DECREASED152,071152,581-5100%$8.4M$8.4M-$29.6K2026-10-19
Lutz Financial Services LLC
DECREASED146,970148,278-1,308-1%$8.2M$8.1M-$73.5K2026-11-06
FMR LLC
INCREASED140,364136,233+4,131+3%$7.5M$7.7M+$225.8K2026-11-10
Kondo Wealth Advisors, Inc.
DECREASED138,842140,456-1,614-1%$7.7M$7.6M-$90.2K2026-10-19
First National Bank Sioux Falls
INCREASED136,544134,254+2,290+2%$6.8M$7.5M+$732.8K2026-10-13
Northwest Wealth Management, LLC
DECREASED136,355139,127-2,772-2%$7.7M$7.5M-$153.9K2026-10-30
Addison Advisors LLC
INCREASED133,923132,726+1,197+1%$7.3M$7.4M+$64.5K2026-11-06
Kooman & Associates
DECREASED131,212134,098-2,886-2%$7.4M$7.2M-$160.1K2026-10-21
Abacus Wealth Partners, LLC
DECREASED131,035134,402-3,367-3%$7.4M$7.2M-$186.5K2026-11-03
HUB Investment Partners, LLC
DECREASED129,590131,335-1,745-1%$7.2M$7.1M-$97.3K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED128,649129,342-693-1%$7.1M$7.1M-$39.4K2026-10-15
JFS Wealth Advisors, LLC
DECREASED128,368131,869-3,501-3%$7.3M$7.1M-$193.9K2026-11-03
EnRich Financial Partners LLC
DECREASED127,977130,198-2,221-2%$7.2M$7.0M-$123.4K2026-10-21
Builder Investment Group Inc
UNCHANGED127,393127,39300%$7.0M$7.0M-$1.3K2026-10-22
LAM Group, Inc.
DECREASED127,179129,440-2,261-2%$7.1M$7.0M-$125.6K2026-10-26
GEM Asset Management, LLC
DECREASED125,158125,374-2160%$6.9M$6.9M-$13.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED124,007125,186-1,179-1%$6.9M$6.8M-$66.0K2026-11-02
Shearwater Capital LLC
DECREASED122,194123,241-1,047-1%$6.8M$6.7M-$58.8K2026-10-13
Gradient Capital Advisors, LLC
DECREASED121,587124,809-3,222-3%$6.9M$6.7M-$178.5K2026-10-21
Visionary Wealth Advisors
DECREASED120,401194,557-74,156-38%$10.7M$6.6M-$4.1M2026-11-04
EverSource Wealth Advisors, LLC
DECREASED119,303119,826-5230%$6.6M$6.6M-$30.0K2026-11-04
PFG Advisors
INCREASED116,654116,471+183+0%$6.4M$6.4M+$8.9K2026-10-16
Forteris Wealth Management Inc.
DECREASED114,954117,272-2,318-2%$6.5M$6.3M-$128.7K2026-10-13
AG Asset Advisory, LLC
INCREASED112,791108,845+3,946+4%$6.0M$6.2M+$215.9K2026-11-06
Simplicity Wealth,LLC
DECREASED112,204112,679-4750%$6.2M$6.2M-$27.3K2026-10-23
Colorado Capital Management, Inc.
DECREASED111,202113,213-2,011-2%$6.2K$6.1M+$6.1M2026-10-15
Evensky & Katz LLC
DECREASED107,381111,311-3,930-4%$6.1M$5.9M-$217.0K2026-10-27
US Bancorp \de\
INCREASED103,36795,238+8,129+9%$5.2M$5.7M+$446.1K2026-11-05
Cogent Strategic Wealth LLC
DECREASED103,261103,304-430%$5.7M$5.7M-$3.4K2026-10-22
Vannoy Advisory Group, Inc.
INCREASED100,205100,005+200+0%$5.5M$5.5M+$10.0K2026-10-13
Indivisible Partners
NEW99,640—+99,640——$5.5M—2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED99,48699,48600%$5.5M$5.5M-$9942026-11-05
55 North Private Wealth, LLC
DECREASED98,97499,009-350%$5.4M$5.4M-$2.9K2026-10-20
SwitchPoint Financial Planning, LLC
DECREASED96,90297,249-3470%$5.3M$5.3M-$20.1K2026-11-02
Summit Financial Strategies, Inc.
DECREASED93,27294,869-1,597-2%$5.2M$5.1M-$88.8K2026-10-14
Verdence Capital Advisors LLC
DECREASED90,68799,384-8,697-9%$5.5M$5.0M-$479.3K2026-10-26
HMV Wealth Advisors, LLC
DECREASED88,99192,514-3,523-4%$5.1M$4.9M-$194.7K2026-10-27
Pacific Asset Management, LLC
DECREASED84,97786,756-1,779-2%$4.8M$4.7M-$98.7K2026-10-15
Intelligent Financial Strategies
UNCHANGED83,71883,71800%$4.6M$4.6M-$8382026-10-16
Virtue Asset Management LLC
UNCHANGED76,96976,96900%$4.2M$4.2M-$7702026-10-21
BluePrint Investing LLC
DECREASED76,86378,584-1,721-2%$4.3M$4.2M-$95.4K2026-10-14
Washington Trust Co
UNCHANGED75,10475,10400%$4.1M$4.1M-$7512026-10-22
TAGStone Capital, Inc.
DECREASED73,94974,228-2790%$4.1M$4.1M-$16.1K2026-11-09
Prospera Financial Services Inc
INCREASED72,05170,571+1,480+2%$3.9M$4.1M+$208.9K2026-11-04
Regions Financial Corp
UNCHANGED71,33471,33400%$3.9M$3.9M-$7132026-11-05
Capital Investment Advisory Services, LLC
INCREASED69,65266,668+2,984+4%$3.7M$3.8M+$182.3K2026-10-30
Wealth Advisors Northwest LLC
INCREASED68,63368,612+21+0%$3.8M$3.8M+$4592026-10-29
BWM Planning, LLC
UNCHANGED67,70767,70700%$3.7M$3.7M-$6772026-11-09
Embree Financial Group
DECREASED66,60474,114-7,510-10%$4.1M$3.7M-$413.8K2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED66,56865,628+940+1%$3.6M$3.7M+$51.1K2026-10-26
Clearstead Advisors, LLC
DECREASED66,18066,305-1250%$3.6M$3.6M-$7.5K2026-11-06
Wolfstich Capital, LLC
DECREASED64,984111,097-46,113-42%$6.1M$3.6M-$2.5M2026-10-14
Woodside Wealth Management LLC
DECREASED62,07862,171-930%$3.4M$3.4M-$5.7K2026-10-16
Clarity Capital Advisors, LLC
INCREASED61,45859,716+1,742+3%$3.3M$3.4M+$95.2K2026-10-27
Melfa Wealth Management, Inc.
DECREASED59,35859,749-391-1%$3.3M$3.3M-$22.1K2026-11-06
Triumph Capital Management
INCREASED59,20957,405+1,804+3%$3.2M$3.3M+$98.7K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED58,81058,805+5+0%$3.2M$3.2M-$3082026-10-16
Navigate Wealth Management, LLC
DECREASED58,32962,741-4,412-7%$3.4M$3.3M-$181.0K2026-10-14
Clark Asset Management, LLC
DECREASED58,17061,519-3,349-5%$3.4M$3.2M-$184.8K2026-10-19
Central Trust Co
UNCHANGED57,15157,15100%$3.1M$3.1M-$5722026-11-05
Cypress Wealth Services, LLC
INCREASED56,00155,990+11+0%$3.1M$3.1M+$44.9K2026-10-21
Fonville Wealth Management LLC
UNCHANGED55,44255,44200%$3.0M$3.0M-$5492026-10-28
Quantum Financial Advisors, LLC
INCREASED55,06153,107+1,954+4%$2.9M$3.0M+$106.9K2026-11-03
Foundation Wealth Management, Llc\pa
DECREASED52,99553,781-786-1%$3.0M$2.9M-$43.8K2026-10-14
Family CFO Inc
DECREASED52,97554,645-1,670-3%$3.0M$2.9M-$92.4K2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED52,75052,75000%$2.9M$2.9M-$5282026-11-06
Warwick Investment Management, Inc.
UNCHANGED51,91051,91000%$2.9M$2.9M-$5192026-10-19
Generations Wealth, LLC
DECREASED51,50952,245-736-1%$2.9M$2.8M-$41.0K2026-11-09
Chicago Partners Investment Group LLC
INCREASED51,33747,311+4,026+9%$2.6M$2.9M+$276.2K2026-10-27
Bank of New York Mellon Corp
DECREASED50,69654,466-3,770-7%$3.0M$2.8M-$207.9K2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED50,46451,119-655-1%$2.8M$2.8M-$36.5K2026-10-30
Blair William & Co
INCREASED49,98448,910+1,074+2%$2.7M$2.7M+$58.6K2026-11-10
Nuveen, LLC
INCREASED48,30630,545+17,761+58%$1.7M$2.7M+$993.4K2026-11-10
Trace Wealth Advisors, LLC
DECREASED46,965101,158-54,193-54%$5.6M$2.6M-$3.0M2026-10-30
25 LLC
INCREASED46,59946,500+99+0%$2.6M$2.6M+$5.0K2026-10-13
Tred Avon Family Wealth, LLC
INCREASED45,80042,437+3,363+8%$2.3M$2.5M+$184.5K2026-10-20
Kane Co Wealth Management, Inc.
INCREASED45,06344,370+693+2%$2.4M$2.5M+$37.7K2026-11-04
Stone Summit Wealth LLC
UNCHANGED44,26544,26500%$2.4M$2.4M-$4432026-10-14
Tarbox Family Office, Inc.
UNCHANGED41,86341,86300%$2.3M$2.3M-$4192026-10-23
Cascade Wealth Advisors, Inc
DECREASED41,288103,453-62,165-60%$5.9M$2.3M-$3.6M2026-11-09
Valued Wealth Advisors LLC
INCREASED40,83339,978+855+2%$2.2M$2.2M+$46.6K2026-11-05
Samalin Investment Counsel, LLC
DECREASED40,69842,158-1,460-3%$2.3M$2.2M-$80.7K2026-10-23
Poinciana Advisors Group, LLC
DECREASED40,64848,038-7,390-15%$2.9M$2.5M-$465.1K2026-11-06
IFG Advisors, LLC
UNCHANGED40,52340,52300%$2.2M$2.2M-$4052026-10-15
Diversify Advisory Services, LLC
INCREASED39,15038,380+770+2%$2.1M$2.2M+$63.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED39,15038,380+770+2%$2.1M$2.2M+$63.5K2026-10-20
Aurelius Family Office LLC
DECREASED38,74039,245-505-1%$2.2M$2.1M-$28.2K2026-10-23
CFS Investment Advisory Services, LLC
DECREASED37,60638,742-1,136-3%$2.1M$2.1M-$26.6K2026-10-19
Websterrogers Financial Advisors, LLC
DECREASED37,34737,761-414-1%$2.1M$2.1M-$23.1K2026-11-02
Matauro, LLC
INCREASED37,27837,059+219+1%$2.0M$2.1M+$11.6K2026-11-03
Kavar Capital Partners Group, LLC
INCREASED36,84036,831+9+0%$2.0M$2.0M+$1372026-11-06
Parkside Financial Bank & Trust
DECREASED35,31141,844-6,533-16%$2.3M$1.9M-$359.8K2026-10-27
Valeo Financial Advisors, LLC
INCREASED35,29128,643+6,648+23%$1.6M$1.9M+$365.4K2026-10-08
IFG Advisory, LLC
DECREASED34,74434,945-201-1%$1.9M$1.9M-$11.4K2026-11-09
IFP Advisors, Inc
DECREASED34,04449,362-15,318-31%$2.7M$1.9M-$843.0K2026-10-16
Beacon Financial Advisory LLC
DECREASED33,49533,501-60%$1.8M$1.8M-$6592026-10-16
Quadcap Wealth Management, LLC
UNCHANGED32,97032,97000%$1.8M$1.8M-$3292026-11-02
Prime Capital Investment Advisors, LLC
INCREASED32,91526,748+6,167+23%$1.5M$1.8M+$338.9K2026-10-20
Aspen Wealth Management LLC
UNCHANGED32,75532,75500%$1.8M$1.8M-$3282026-10-14
XY Planning Network, Inc.
INCREASED32,35732,284+73+0%$1.8M$1.8M+$3.7K2026-10-14
Klingman & Associates, LLC
INCREASED32,27532,214+61+0%$1.8M$1.8M+$3.0K2026-10-20
Busey Bank
DECREASED31,11231,134-220%$1.7M$1.7M-$1.5K2026-10-26
Cogent Private Wealth, Inc.
UNCHANGED30,62430,62400%$1.7M$1.7M-$3072026-11-06
Francis Financial, Inc.
DECREASED30,54530,552-70%$1.7M$1.7M-$6912026-11-09
ARK & TLK Investments, LLC
DECREASED30,41231,984-1,572-5%$1.8M$1.7M-$86.8K2026-10-20
Verus Wealth Management, LLC
DECREASED29,72729,765-380%$1.6M$1.6M-$2.4K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED29,02328,979+44+0%$1.6M$1.6M+$2.2K2026-10-14
RAM Investment Partners, LLC
DECREASED27,70629,874-2,168-7%$1.6M$1.5M-$119.5K2026-10-21
First National Bank of Mount Dora, Trust Investment Services
NEW27,449—+27,449——$1.5M—2026-10-21
SJS Investment Consulting Inc.
INCREASED27,15126,169+982+4%$1.4M$1.5M+$53.7K2026-10-26
Oath Planning, LLC
DECREASED27,12927,798-669-2%$1.5M$1.5M-$37.1K2026-10-20
Measured Wealth Private Client Group, LLC
UNCHANGED26,85626,85600%$1.5M$1.5M-$2692026-11-10
New England Private Wealth Advisors LLC
INCREASED26,82926,738+91+0%$1.5M$1.5M-$7.3K2026-10-19
Garde Capital, Inc.
UNCHANGED26,59826,59800%$1.5M$1.5M-$2662026-10-29
Fifth Third Bancorp
UNCHANGED26,40726,40700%$1.5M$1.5M-$2642026-11-05
M Wealth Management, LLC
DECREASED26,22426,461-237-1%$1.5M$1.4M-$13.3K2026-10-14
Pictet North America Advisors SA
UNCHANGED25,82525,82500%$1.4M$1.4M-$2582026-10-21
Bannerman Wealth Management Group, LLC
UNCHANGED25,51425,51400%$1.4M$1.4M-$2562026-10-09
Financial Council, LLC
UNCHANGED24,58524,58500%$1.4M$1.4M-$2462026-11-02
Kathmere Capital Management, LLC
DECREASED24,09524,108-130%$1.3M$1.3M-$9562026-10-20
Phillips Financial Management, LLC
INCREASED23,93623,872+64+0%$1.3M$1.3M+$3.3K2026-10-19
Midwest Trust Co
DECREASED23,31823,356-380%$1.3M$1.3M-$2.3K2026-10-22
Integrated Advisors Network LLC
UNCHANGED23,26423,26400%$1.3M$1.3M-$2332026-10-20
Parallel Advisors, LLC
INCREASED23,24722,897+350+2%$1.3M$1.3M+$19.0K2026-11-03
M&T Bank Corp
UNCHANGED23,20423,20400%$1.3M$1.3M-$2322026-11-10
Coldstream Capital Management Inc
INCREASED23,1473,993+19,154+480%$219.7K$1.3M+$1.1M2026-11-09
Mustard Seed Financial, LLC
DECREASED22,49922,679-180-1%$1.2M$1.2M-$10.1K2026-10-30
Fulcrum Equity Management
NEW22,390—+22,390——$1.2M—2026-10-21
Wealthcare Advisory Partners LLC
INCREASED22,35522,330+25+0%$1.2M$1.2M+$1.1K2026-10-21
Parkside Investments, LLC
UNCHANGED22,01822,01800%$1.2M$1.2M-$2202026-10-20
Allegiance Financial Group Advisory Services LLC
INCREASED22,00121,984+17+0%$1.2M$1.2M+$7522026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED21,90222,161-259-1%$1.2M$1.2M-$14.5K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED21,49621,49600%$1.2M$1.2M-$2152026-11-04
KDK Private Wealth Management, LLC
UNCHANGED21,48821,48800%$1.2M$1.2M-$2152026-11-03
MBM Wealth Consultants, LLC
UNCHANGED21,37521,37500%$1.2M$1.2M-$2142026-10-20
Seaside Wealth Management, Inc.
INCREASED21,19821,171+27+0%$1.2M$1.2M+$1.3K2026-11-09
Signaturefd, LLC
DECREASED20,86622,979-2,113-9%$1.3M$1.1M-$116.5K2026-10-23
Powerhouse Assets LLC
INCREASED20,80418,673+2,131+11%$1.0M$1.1M+$117.0K2026-10-19
Prism Planning Partners LLC
DECREASED20,72320,830-107-1%$1.1M$1.1M-$6.1K2026-10-27
Keybank National Association
UNCHANGED20,23220,23200%$1.1M$1.1M-$2022026-11-04
Facet Wealth, Inc.
INCREASED20,1857,944+12,241+154%$437.0K$1.1M+$673.2K2026-11-04
Silver Oak Advisory Group, Inc.
DECREASED20,05420,429-375-2%$1.1M$1.1M-$20.0K2026-11-06
Apollon Wealth Management, LLC
UNCHANGED19,57719,57700%$1.1M$1.1M-$1962026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED19,54820,088-540-3%$1.1M$1.1M-$29.9K2026-10-07
Concurrent Investment Advisors, LLC
NEW19,435—+19,435——$1.1M—2026-10-16
Balboa Wealth Partners
UNCHANGED19,20619,20600%$1.1M$1.1M-$1922026-10-20
CRA Financial Services, LLC
UNCHANGED19,19019,19000%$1.1M$1.1M-$1922026-10-16
Amarillo National Bank
UNCHANGED19,08419,08400%$1.0M$1.0M-$1912026-10-23
Avantax Planning Partners, Inc.
UNCHANGED18,96718,96700%$1.0M$1.0M-$1902026-11-03
D.A. Davidson & Co.
INCREASED18,79318,330+463+3%$1.0M$1.0M+$25.3K2026-10-28
Smith Chas P & Associates PA Cpas
UNCHANGED18,69718,69700%$1.0M$1.0M+$19.4K2026-10-22
Professional Financial Advisors, LLC
UNCHANGED18,67118,67100%$1.0M$1.0M-$1872026-10-13
Northwest Wealth Advisors, LLC
DECREASED18,30518,405-100-1%$1.0M$1.0M-$5.7K2026-11-02
BetterWealth, LLC
UNCHANGED18,26118,26100%$1.0M$1.0M-$1832026-10-15
MGO One Seven LLC
INCREASED18,2287,919+10,309+130%$435.6K$1.0M+$566.9K2026-10-28
Accredited Investor Services, LLC
DECREASED18,09418,228-134-1%$1.0M$995.2K-$7.6K2026-10-22
Great Valley Advisor Group, Inc.
INCREASED18,01817,973+45+0%$988.7K$991.0K+$2.3K2026-11-09
tru Independence LLC
DECREASED18,00018,490-490-3%$1.0M$990.0K-$27.1K2026-10-20
Arbor Wealth Advisors LLC
UNCHANGED17,98617,98600%$989.4K$989.2K-$1802026-10-09
Drive Wealth Management, LLC
INCREASED17,89717,894+3+0%$984.3K$984.3K+$62026-11-09
Marietta Wealth Management, LLC
DECREASED17,67518,415-740-4%$1.0M$985.4K-$27.6K2026-10-22
Vista Capital Partners, Inc.
INCREASED17,61717,612+5+0%$968.9K$968.9K+$712026-11-06
Falcon Wealth Planning
UNCHANGED17,42617,42600%$958.6K$958.4K-$1742026-11-06
Cantor Fitzgerald Investment Advisors L.P.
INCREASED17,28517,233+52+0%$948.0K$950.7K+$2.7K2026-10-21
Cathy Pareto & Associates, Inc
INCREASED17,10917,046+63+0%$937.7K$941.0K+$3.3K2026-10-15
Aerodigm Wealth, LLC
UNCHANGED16,82116,82100%$925.3K$925.2K-$1682026-10-16
Oak Wealth Advisors LLC
DECREASED16,81117,157-346-2%$943.8K$924.6K-$19.2K2026-11-09
Renasant Bank
DECREASED16,76417,757-993-6%$976.8K$922.0K-$54.8K2026-11-05
PDS Planning, Inc
DECREASED16,71816,846-128-1%$926.7K$919.5K-$7.2K2026-11-03
Narus Financial Partners, LLC
UNCHANGED16,67116,67100%$917.1K$916.9K-$1672026-10-19
Key FInancial Inc
UNCHANGED16,63516,63500%$915.1K$914.9K-$1662026-11-02
Perigon Wealth Management, LLC
INCREASED16,45415,529+925+6%$854.3K$905.0K+$50.7K2026-10-22
Park Avenue Securities LLC
INCREASED16,33315,731+602+4%$865.0K$898.0K+$33.0K2026-10-26
Capital Investment Advisors, LLC
DECREASED16,31416,777-463-3%$922.9K$897.3K-$25.6K2026-10-22
Voisard Asset Management Group, Inc.
UNCHANGED16,18716,18700%$890.5K$890.3K-$1622026-10-13
VestGen Advisors, LLC
DECREASED16,11322,670-6,557-29%$1.2M$886.2K-$360.9K2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED16,09327,741-11,648-42%$1.5M$885.1K-$640.9K2026-10-05
Krilogy Financial LLC
INCREASED15,75815,748+10+0%$866.3K$881.7K+$15.3K2026-10-13
Summit Wealth Group LLC / Co
DECREASED15,60716,534-927-6%$909.5K$858.4K-$51.2K2026-10-29
Babb Wealth Advisors LLC
INCREASED15,59914,834+765+5%$816.0K$858.0K+$42.0K2026-10-30
Prairie Advisory, LLC
INCREASED15,4787,739+7,739+100%$425.7K$851.3K+$425.6K2026-10-19
WestHill Financial Advisors, Inc.
UNCHANGED15,41115,41100%$847.8K$847.6K-$1542026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED15,03314,981+52+0%$824.1K$826.8K+$2.7K2026-11-05
AWM Capital, LLC
DECREASED14,99819,742-4,744-24%$1.1M$824.9K-$261.0K2026-10-16
Kaufman Rossin Wealth, LLC
DECREASED14,94615,075-129-1%$827.2K$822.1K-$5.1K2026-10-19
Fortis Capital Advisors, LLC
INCREASED14,73414,594+140+1%$802.8K$810.4K+$7.6K2026-11-09
Belpointe Asset Management LLC
INCREASED14,73414,594+140+1%$802.8K$810.4K+$7.6K2026-11-09
Pandowealth. LLC
INCREASED14,54914,546+3+0%$800.2K$806.6K+$6.4K2026-11-09
GenTrust, LLC
UNCHANGED14,42214,42200%$793.4K$793.2K-$1442026-11-06
Bailard, Inc.
DECREASED14,39514,759-364-2%$811.9K$791.7K-$20.2K2026-10-13
Lido Advisors, LLC
INCREASED14,14813,848+300+2%$761.8K$778.2K+$16.3K2026-11-04
D'Orazio & Associates, Inc.
UNCHANGED14,14314,14300%$778.0K$777.9K-$1422026-11-04
Shore Point Advisors, LLC
DECREASED14,12014,180-600%$780.1K$776.6K-$3.5K2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED14,04814,04800%$772.8K$772.6K-$1412026-10-20
Rossby Financial, LCC
INCREASED14,00513,817+188+1%$760.1K$770.3K+$10.2K2026-11-05
Collective Family Office LLC
UNCHANGED13,86713,86700%$762.8K$762.7K-$1392026-10-05
West Wealth Group, LLC
INCREASED13,80713,767+40+0%$757.4K$759.4K+$2.0K2026-10-14
CWA Asset Management Group, LLC
UNCHANGED13,50313,50300%$742.8K$742.7K-$1352026-10-19
Money Concepts Capital Corp
UNCHANGED13,41813,41800%$738.1K$738.0K-$1342026-11-06
Oakworth Capital, Inc.
UNCHANGED13,40113,40100%$736.3K$737.1K+$7682026-10-26
Oppenheimer & Co Inc
UNCHANGED13,38613,38600%$736.4K$736.2K-$1342026-10-26
Center for Financial Planning, Inc.
UNCHANGED13,21613,21600%$727.0K$726.9K-$1332026-10-26
WoodTrust Financial Corp
UNCHANGED13,21513,21500%$727.0K$727.0K$02026-10-09
McGrath & Associates, Inc.
UNCHANGED13,18813,18800%$725.5K$725.3K-$1302026-10-27
Johnson Wealth Management, LLC
UNCHANGED13,04713,04700%$717.7K$717.6K-$1302026-11-09
FSM Wealth Advisors, LLC
INCREASED12,92912,922+7+0%$710.8K$719.7K+$8.9K2026-10-27
HBE Wealth Management, LLC
INCREASED12,76112,760+1+0%$701.9K$701.9K-$662026-11-06
Williams & Novak Wealth Management, LLC
INCREASED12,60812,493+115+1%$687.2K$693.4K+$6.2K2026-10-09
Robinswood Financial LLC
DECREASED12,47213,122-650-5%$721.9K$698.3K-$23.6K2026-10-20
MB Generational Wealth, LLC
DECREASED12,32012,770-450-4%$702.5K$677.6K-$24.9K2026-11-09
MBL Wealth, LLC
DECREASED12,13812,223-85-1%$672.4K$667.6K-$4.8K2026-10-22
Wedmont Private Capital
INCREASED11,97111,963+8+0%$658.2K$666.4K+$8.2K2026-10-09
Elevate Wealth Advisory, Inc
DECREASED11,89112,043-152-1%$662.5K$654.0K-$8.4K2026-10-29
Basso Capital Management, L.P.
UNCHANGED11,80011,80000%$649.1K$649.0K-$1182026-10-30
Brighton Jones LLC
INCREASED11,79611,756+40+0%$646.7K$648.8K+$2.0K2026-11-03
Quadrant Capital Group LLC
UNCHANGED11,40311,40300%$627.3K$637.5K+$10.3K2026-10-20
Bryn Mawr Trust Advisors, LLC
DECREASED11,32411,412-88-1%$627.8K$622.8K-$5.0K2026-11-04
Naples Global Advisors, LLC
UNCHANGED11,32011,32000%$622.7K$622.6K-$1132026-11-05
Washington Trust Advisors, Inc.
DECREASED11,25611,554-298-3%$635.6K$619.1K-$16.5K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED11,20711,20700%$616.5K$616.4K-$1122026-10-23
Private Trust Co NA
INCREASED11,0749,274+1,800+19%$510.2K$609.1K+$98.9K2026-10-20
Ascent Group, LLC
DECREASED10,84913,522-2,673-20%$743.8K$596.7K-$147.2K2026-10-30
Legacy Financial Advisors, Inc.
UNCHANGED10,79610,79600%$593.9K$593.8K-$1082026-11-09
Liberty Capital Management, Inc.
UNCHANGED10,74210,74200%$590.9K$590.8K-$1082026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED10,67210,67200%$589.7K$602.8K+$13.0K2026-10-21
One Way Holdings LLC
UNCHANGED10,65210,65200%$586.0K$585.9K-$1072026-10-29
Steele Capital Management, Inc.
UNCHANGED10,56410,56400%$581.1K$581.0K-$1062026-11-02
Badgley Phelps Wealth Managers, LLC
DECREASED10,43010,860-430-4%$597.4K$573.7K-$23.8K2026-10-22
Cross Staff Investments Inc
UNCHANGED10,39110,39100%$5.7M$571.5K-$5.1M2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED10,25510,310-55-1%$567.2K$564.0K-$3.1K2026-11-03
Americana Partners, LLC
UNCHANGED10,22310,22300%$562.4K$562.3K-$1022026-10-28
Towneley Capital Management, Inc / de
INCREASED10,15810,121+37+0%$556.7K$558.7K+$2.0K2026-10-09
Compass Wealth Management, LLC
INCREASED10,08910,067+22+0%$553.8K$554.9K+$1.1K2026-10-30
Integrity Investment Advisors, LLC
INCREASED10,0387,335+2,703+37%$403.5K$552.1K+$148.6K2026-11-03
Tufton Capital Management
INCREASED9,9376,115+3,822+63%$336.0K$546.0K+$210.0K2026-10-20
Everest Financial Group LLC
INCREASED9,8759,612+263+3%$528.7K$543.1K+$14.4K2026-11-06
Strategic Financial Services, Inc.
UNCHANGED9,8759,87500%$543.2K$543.1K-$992026-11-10
TPG Financial Advisors, LLC
DECREASED9,81410,547-733-7%$580.2K$539.8K-$40.4K2026-11-09
RFG Advisory, LLC
INCREASED9,7499,744+5+0%$536.0K$536.2K+$1922026-11-03
Accredited Investors Inc.
UNCHANGED9,6239,62300%$529.4K$529.3K-$972026-11-03
Approach Retirement Advisors, LLC
DECREASED9,4309,555-125-1%$525.6K$518.7K-$7.0K2026-10-22
Gradient Investments LLC
UNCHANGED9,4279,42700%$518.6K$518.5K-$942026-10-08
Avant Financial Advisors LLC
UNCHANGED9,3639,36300%$515.1K$515.0K-$942026-11-02
Signal Advisors Wealth, LLC
DECREASED9,3339,985-652-7%$549.3K$513.3K-$36.0K2026-10-13
Quad-Cities Investment Group, LLC
DECREASED9,2929,657-365-4%$531.2K$511.1K-$20.2K2026-10-16
Mullaney, Keating & Wright, Inc.
UNCHANGED9,2109,21000%$506.6K$506.6K-$932026-10-19
Summit Asset Management, LLC
INCREASED9,1709,136+34+0%$502.6K$504.3K+$1.8K2026-11-05
Destiny Wealth Partners, LLC
INCREASED9,0779,043+34+0%$502.7K$515.6K+$12.8K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,0709,072-20%$499.1K$498.9K-$2012026-10-14
Ironwood Financial, llc
UNCHANGED9,0709,07000%$499.0K$498.9K-$1812026-10-20
Live Oak Private Wealth LLC
UNCHANGED8,9628,96200%$493.0K$492.9K-$902026-11-02
Third View Private Wealth, LLC
UNCHANGED8,8648,86400%$487.6K$487.5K-$892026-10-30
Angeles Wealth Management, LLC
UNCHANGED8,8388,83800%$486.2K$486.1K-$892026-10-26
Goldstein Advisors, LLC
UNCHANGED8,8198,81900%$485.1K$485.0K-$882026-10-15
Prudent Investor Advisors, LLC
NEW8,795—+8,795——$483.7K—2026-10-22
Brookstone Capital Management
INCREASED8,7948,666+128+1%$476.7K$483.7K+$7.0K2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED8,7948,762+32+0%$482.0K$483.7K+$1.7K2026-10-29
Sensible Money, LLC
NEW8,563—+8,563——$471.0K—2026-10-20
AlTi Global, Inc.
UNCHANGED8,5308,53000%$469.2K$469.2K-$852026-11-09
Newton One Investments LLC
INCREASED8,5068,476+30+0%$466.3K$467.8K+$1.6K2026-10-14
Warburton Capital Management, LLC
INCREASED8,4598,427+32+0%$463.0K$478.9K+$15.9K2026-11-06
Physician Wealth Solutions Inc.
UNCHANGED8,3078,30700%$457.0K$456.9K-$832026-10-14
Assetmark, Inc
INCREASED8,2997,306+993+14%$401.9K$456.5K+$54.6K2026-10-21
Venture Visionary Partners LLC
INCREASED8,2948,281+13+0%$455.6K$456.2K+$5862026-10-07
Compass Ion Advisors, LLC
NEW8,219—+8,219——$452.0K—2026-10-23
Monument Group Wealth Advisors, LLC
DECREASED8,2139,574-1,361-14%$557.2K$451.7K-$105.5K2026-10-21
Montz Harcus Wealth Management LLC
INCREASED8,1358,105+30+0%$445.8K$447.4K+$1.6K2026-10-09
Rockwood Wealth Management, LLC
INCREASED8,1228,015+107+1%$440.9K$446.7K+$5.8K2026-10-27
Optima Capital LLC
UNCHANGED7,9127,91200%$435.2K$435.2K-$792026-10-29
Bull Oak Capital, LLC
UNCHANGED7,8647,86400%$432.6K$432.5K-$792026-10-23
Ridgewood Investments LLC
INCREASED7,8557,847+8+0%$431.7K$432.0K+$3592026-10-05
Freedom Investment Management, Inc.
INCREASED7,7477,148+599+8%$393.2K$426.1K+$32.9K2026-11-09
Ritholtz Wealth Management
INCREASED7,7306,680+1,050+16%$367.5K$425.2K+$57.7K2026-11-05
Leeward Financial Partners, LLC
UNCHANGED7,6707,67000%$421.9K$421.9K-$772026-10-23
Aviance Capital Partners, LLC
UNCHANGED7,5627,56200%$416.0K$415.9K-$762026-10-29
Aspirean Wealth, LLC
DECREASED7,5048,496-992-12%$467.4K$412.8K-$54.6K2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED7,4917,49100%$412.1K$412.0K-$752026-11-06
LVM Capital Management LTD
UNCHANGED7,3917,39100%$407$406.5K+$406.1K2026-10-20
Donalies Financial Planning, LLC
UNCHANGED7,3877,38700%$406.4K$406.3K-$742026-10-19
Smith Salley Wealth Management
UNCHANGED7,3447,34400%$404.0K$403.9K-$732026-11-03
Bokf, NA
UNCHANGED7,0867,08600%$389.8K$389.7K-$712026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED6,9998,340-1,341-16%$458.8K$384.9K-$73.8K2026-10-13
Marble Harbor Investment Counsel, LLC
UNCHANGED6,9836,98300%$384.1K$384.1K-$702026-11-06
Private Wealth Management Group, LLC
NEW6,830—+6,830——$375.7K—2026-10-19
Evergreen Capital Management LLC
UNCHANGED6,8096,80900%$374.5K$374.5K-$682026-10-23
Caldwell Trust Co
UNCHANGED6,7706,77000%$372.4K$372.4K-$682026-10-30
UMB Bank, n.a.
UNCHANGED6,7606,76000%$371.9K$371.8K-$682026-11-06
Maryland Capital Advisors Inc.
UNCHANGED6,7146,71400%$369.3K$369.3K-$682026-10-15
Ferguson Johnson Wealth Management Inc
UNCHANGED6,6956,69500%$368.0K$368.2K+$2252026-11-05
Washington Trust Bank
UNCHANGED6,6866,68600%$367.8K$367.7K-$672026-11-03
Waterfront Wealth Inc.
UNCHANGED6,6826,68200%$367.6K$376.8K+$9.2K2026-11-03
Grey Ledge Advisors, LLC
UNCHANGED6,6466,64600%$365.6K$365.5K-$662026-11-02
High Probability Advisors, LLC
UNCHANGED6,6466,64600%$365.6K$365.5K-$662026-10-19
Daytona Street Capital LLC
UNCHANGED6,6446,64400%$365.8K$369.8K+$4.0K2026-10-15
Harbour Investments, Inc.
DECREASED6,6316,937-306-4%$381.6K$364.7K-$16.9K2026-11-09
Grandfield & Dodd, LLC
UNCHANGED6,5836,58300%$362.1K$362.1K-$662026-10-29
Independent Financial Group, LLC
UNCHANGED6,5656,56500%$361.1K$361.1K-$652026-10-13
Grove Street Fiduciary, LLC
UNCHANGED6,5446,54400%$360.0K$359.9K-$652026-10-13
TrustWell Financial Advisors, LLC
INCREASED6,4696,445+24+0%$354.6K$355.8K+$1.3K2026-10-15
AlphaCore Capital LLC
INCREASED6,4426,419+23+0%$353.1K$354.3K+$1.2K2026-11-04
Lockerman Financial Group, Inc.
UNCHANGED6,4336,43300%$353.9K$353.8K-$652026-10-19
Acorn Financial Advisory Services Inc
DECREASED6,3746,978-604-9%$383.9K$350.6K-$33.3K2026-11-02
Bdfs Capital LLC
INCREASED6,3745,872+502+9%$323.0K$350.6K+$27.5K2026-10-14
Fiduciary Family Office, LLC
UNCHANGED6,3666,36600%$350.2K$350.1K-$642026-11-04
Gordian Advisors LLC
INCREASED6,3185,194+1,124+22%$285.7K$347.5K+$61.8K2026-10-30
RKL Wealth Management LLC
UNCHANGED6,2886,28800%$345.9K$345.8K-$632026-10-16
Orgel Wealth Management, LLC
UNCHANGED6,2836,28300%$345.6K$345.6K-$632026-10-14
Essential Planning, Llc.
INCREASED6,2186,195+23+0%$340.8K$342.0K+$1.2K2026-10-21
Cyndeo Wealth Partners, LLC
DECREASED6,1006,141-41-1%$337.8K$335.5K-$2.3K2026-10-16
Purkiss Capital Advisors LLC
INCREASED6,0766,065+11+0%$333.7K$334.2K+$5092026-11-06
Stonebridge Financial Group, LLC
UNCHANGED5,9545,95400%$327.5K$327.5K-$602026-10-01
Level Four Advisory Services, LLC
INCREASED5,9525,931+21+0%$326.3K$327.4K+$1.1K2026-11-06
Rise Advisors, LLC
INCREASED5,9135,891+22+0%$324.1K$325.2K+$1.1K2026-10-16
BOS Asset Management, LLC
UNCHANGED5,8815,88100%$323.5K$323.5K-$592026-10-09
SevenBridge Financial Group, LLC
INCREASED5,8775,856+21+0%$333.1K$331.9K-$1.2K2026-10-26
First Bancorp, Inc
UNCHANGED5,8445,84400%$321.5K$321.4K-$582026-10-26
Old Peak Finance LLC
DECREASED5,8226,034-212-4%$331.9K$320.2K-$11.7K2026-11-02
NTV Asset Management LLC
UNCHANGED5,7085,70800%$314.0K$313.9K-$572026-10-23
Well Done, LLC
UNCHANGED5,6845,68400%$312.7K$312.6K-$572026-10-20
Lantz Financial LLC
UNCHANGED5,6565,65600%$311.1K$311.1K-$572026-10-15
Atlas Capital Advisors Inc.
NEW5,634—+5,634——$6.2M—2026-11-09
Kelly Financial Group LLC
INCREASED5,6315,379+252+5%$295.9K$309.7K+$13.8K2026-10-16
Legacy Advisors, LLC
NEW5,609—+5,609——$308.5K—2026-10-19
Everhart Financial Group, Inc.
UNCHANGED5,5155,51500%$303.4K$303.3K-$552026-10-08
StoneX Group Inc.
DECREASED5,4656,293-828-13%$339.8K$305.0K-$34.8K2026-11-03
Ascentis Independent Advisors
NEW5,460—+5,460——$300.3K—2026-11-03
Norden Group LLC
INCREASED5,4515,431+20+0%$298.8K$299.8K+$1.1K2026-10-20
Vawter Financial, Ltd.
UNCHANGED5,3505,35000%$294.3K$294.3K-$542026-11-10
McCarley & Cook Financial Planners
DECREASED5,3325,400-68-1%$297.0K$293.2K-$3.8K2026-10-21
Private Management Group Inc
UNCHANGED5,3255,32500%$292.9K$292.9K-$532026-11-04
Bell Bank
UNCHANGED5,3065,30600%$291.9K$291.8K-$532026-10-21
Bessemer Group Inc
INCREASED5,3011,344+3,957+294%$74.0K$292.0K+$218.0K2026-11-09
Grimes & Co Wealth Management, LLC
NEW5,285—+5,285——$290.7K—2026-10-29
SBK Financial, Inc.
UNCHANGED5,1885,18800%$285.4K$285.3K-$522026-11-02
Hantz Financial Services, Inc.
INCREASED5,1484,730+418+9%$260.0K$283.0K+$23.0K2026-11-09
Leavell Investment Management, Inc.
UNCHANGED5,0315,03100%$276.8K$276.7K-$502026-11-09
Gamma Investing LLC
UNCHANGED5,0255,02500%$276.4K$276.4K-$502026-10-08
One Degree Advisors Inc
INCREASED5,0175,009+8+0%$274.0K$279.9K+$5.9K2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED4,9624,944+18+0%$272.0K$272.9K+$9602026-11-03
HighPoint Advisor Group LLC
UNCHANGED4,9614,96100%$272.9K$272.9K-$492026-11-09
Nwam LLC
INCREASED4,9374,915+22+0%$270.4K$271.5K+$1.1K2026-11-09
Murphy Pohlad Asset Management LLC
UNCHANGED4,9204,92000%$270.6K$270.6K-$492026-10-22
Bellwether Advisors, LLC
UNCHANGED4,8654,86500%$267.6K$267.6K-$492026-11-09
Financial Insights, Inc.
UNCHANGED4,8524,85200%$266.9K$266.9K-$492026-10-27
Western Wealth Management, LLC
UNCHANGED4,7914,79100%$263.6K$263.5K-$482026-11-09
Carnegie Investment Counsel
UNCHANGED4,7644,76400%$262.1K$262.0K-$482026-10-20
Motco
UNCHANGED4,7594,75900%$261.8K$261.7K-$482026-11-09
Crescent Grove Advisors, LLC
UNCHANGED4,6824,68200%$257.6K$257.5K-$472026-10-21
HB Wealth Management, LLC
NEW4,596—+4,596——$252.8K—2026-10-23
Guidance Point Advisors, LLC
INCREASED4,5694,553+16+0%$250.5K$251.3K+$8832026-10-15
BankChampaign, National Association
UNCHANGED4,5494,54900%$250.2K$250.2K-$452026-10-19
Lauer Wealth, LLC
UNCHANGED4,5004,50000%$248.0K$250.5K+$2.5K2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED4,4594,45900%$245.3K$245.2K-$452026-10-27
Advisor OS, LLC
INCREASED4,4074,396+11+0%$241.8K$242.4K+$5682026-11-03
CX Institutional
DECREASED4,3906,563-2,173-33%$361$241.0K+$240.6K2026-10-02
Corundum Group, Inc.
UNCHANGED4,3314,33100%$238.2K$238.2K-$432026-10-28
Sherman Wealth Management LLC
DECREASED4,3304,374-44-1%$240.6K$238.2K-$2.5K2026-10-16
HWG Holdings LP
UNCHANGED4,3234,32300%$237.8K$237.8K-$442026-10-08
Anderson Hoagland & Co
UNCHANGED4,3034,30300%$236.7K$243.5K+$6.8K2026-10-23
Trademark Financial Management, LLC
UNCHANGED4,2804,28000%$235.4K$235.4K-$432026-10-23
Olio Financial Planning
INCREASED4,2684,253+15+0%$233.9K$234.8K+$8262026-10-22
CGN Advisors LLC
DECREASED4,2354,293-58-1%$236.2K$232.9K-$3.2K2026-10-21
Market Street Wealth Management Advisors LLC
UNCHANGED4,2224,22200%$232.3K$232.2K-$422026-10-09
Burton Enright Welch
NEW4,221—+4,221——$232.1K—2026-11-04
Five Oceans Advisors
DECREASED4,2167,599-3,383-45%$418.0K$231.9K-$186.1K2026-10-22
Affinity Capital Advisors, LLC
UNCHANGED4,2114,21100%$232.0K$235.1K+$3.1K2026-10-13
Wavvest Wealth LLC
NEW4,205—+4,205——$231.3K—2026-10-21
Cherry Creek Investment Advisors, Inc.
UNCHANGED4,1104,11000%$226.1K$226.1K-$412026-10-14
Gryphon Financial Partners LLC
UNCHANGED4,0834,08300%$224.6K$224.6K-$412026-11-04
Colton Groome Financial Advisors, LLC
UNCHANGED4,0524,05200%$222.9K$222.9K-$412026-10-06
RFG Holdings, Inc.
INCREASED4,0443,762+282+8%$206.9K$222.4K+$15.5K2026-10-30
Rinkey Investments
UNCHANGED4,0314,03100%$221.7K$221.7K-$402026-10-28
Wealth Dimensions Group, Ltd.
UNCHANGED4,0154,01500%$220.9K$220.8K-$402026-11-02
Capstone Capital LLC
DECREASED3,9784,059-81-2%$223.3K$218.8K-$4.5K2026-10-14
Mindset Wealth Management, LLC
DECREASED3,9464,046-100-2%$222.6K$217.0K-$5.5K2026-10-19
Wedbush Securities Inc
DECREASED3,8623,865-30%$213.0K$212.0K-$1.0K2026-10-22
Intrua Financial, LLC
DECREASED3,8444,537-693-15%$249.6K$211.4K-$38.2K2026-10-28
Valen Private Capital, LLC
NEW3,837—+3,837——$211.0K—2026-10-23
Morton Capital Management LLC
DECREASED3,8264,275-449-10%$235.2K$210.4K-$24.7K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED3,8193,804+15+0%$209.3K$210.0K+$7392026-11-06
SC&H Financial Advisors, Inc.
INCREASED3,7343,729+5+0%$205.1K$205.4K+$2422026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED3,7113,71100%$204.1K$204.1K-$382026-10-23
Prosperity Planning, Inc.
UNCHANGED3,7103,71000%$204.1K$204.1K-$372026-10-09
McAdam, LLC
UNCHANGED3,6943,69400%$203.2K$203.2K-$372026-10-21
Blue Trust, Inc.
UNCHANGED3,6753,67500%$202.2K$202.1K-$372026-10-15
AdvisorNet Financial, Inc
INCREASED3,6133,601+12+0%$198.1K$201.4K+$3.3K2026-10-15
Abound Wealth Management
INCREASED3,3203,317+3+0%$182.5K$182.6K+$1372026-10-26
Asset Dedication, LLC
INCREASED3,1382,819+319+11%$155.1K$172.6K+$17.5K2026-11-03
Centennial Bank
UNCHANGED3,0353,03500%$167.0K$166.9K-$302026-11-09
Pacific Center for Financial Services
UNCHANGED3,0013,00100%$165.1K$165.1K-$312026-10-15
Colony Family Offices, LLC
NEW2,921—+2,921——$160.6K—2026-10-22
Ares Financial Consulting, LLC
INCREASED2,7282,723+5+0%$149.8K$150.1K+$2802026-10-19
Russell Investments Group, Ltd.
DECREASED2,6512,662-110%$146.4K$145.8K-$6322026-11-06
Financial Consulate, Inc
UNCHANGED2,5352,53500%$139.5K$139.4K-$262026-10-23
Hilltop National Bank
UNCHANGED2,4972,49700%$137.4K$137.3K-$252026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,4292,42900%$133.6K$133.6K-$242026-10-30
American Capital Advisory, LLC
UNCHANGED2,4202,42000%$133.1K$133.1K-$252026-10-28
Lowe Brockenbrough & Co Inc
UNCHANGED2,4002,40000%$132.0K$132.0K-$242026-11-09
Aspect Partners, LLC
UNCHANGED2,2442,24400%$123.4K$123.4K-$222026-10-20
CNB Bank
UNCHANGED2,1762,17600%$119.7K$119.7K-$222026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED2,1272,12700%$117.0K$117.0K-$222026-10-21
Kings Path Partners LLC
UNCHANGED2,0132,01300%$110.7K$110.7K-$202026-10-21
MV Capital Management, Inc.
UNCHANGED1,8671,86700%$102.7K$102.7K-$192026-10-29
Latitude Advisors, LLC
NEW1,750—+1,750——$96.3K—2026-10-27
KFG LLC
NEW1,740—+1,740——$95.7K—2026-11-02
Compass Wealth Management LLC
NEW1,734—+1,734——$95.4K—2026-10-22
Citigroup Inc
INCREASED1,7151,496+219+15%$82.3K$94.3K+$12.0K2026-11-04
Creative Financial Designs Inc
INCREASED1,6711,196+475+40%$65.8K$91.9K+$26.1K2026-11-04
Coston, McIsaac & Partners
INCREASED1,4641,459+5+0%$80.0K$80.6K+$5742026-11-06
Thompson Investment Management, Inc.
UNCHANGED1,4031,40300%$77.2K$77.2K-$142026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED1,3521,35200%$74.4K$74.4K-$142026-10-27
Retirement Wealth Solutions LLC
UNCHANGED1,3431,34300%$73.9K$73.9K-$142026-10-07
Lodestone Wealth Management LLC
UNCHANGED1,3151,31500%$72.3K$72.3K-$132026-10-14
Mowery & Schoenfeld Wealth Management, LLC
NEW1,303—+1,303——$71.7K—2026-10-28
Evermay Wealth Management LLC
UNCHANGED1,2751,27500%$70.1K$70.1K-$132026-11-05
DecisionPoint Financial, LLC
NEW1,257—+1,257——$69.4K—2026-10-27
Physician Wealth Advisors, Inc.
NEW1,255—+1,255——$69.0K—2026-10-20
Geneos Wealth Management Inc.
UNCHANGED1,2311,23100%$67.7K$67.7K-$122026-11-09
City State Bank
INCREASED1,054794+260+33%$43.7K$58.0K+$14.3K2026-10-20
Community Financial Services Group, LLC
UNCHANGED1,0241,02400%$56.1K$56.5K+$4202026-10-15
Investors Research Corp
UNCHANGED95495400%$52.5K$52.5K-$102026-10-07
Pinnacle Bancorp, Inc.
DECREASED9501,061-111-10%$58.4K$52.2K-$6.1K2026-10-21
SYM Financial Corp
UNCHANGED89489400%$49.2K$49.2K-$92026-10-26
Hughes Financial Services, LLC
UNCHANGED69369300%$38.1K$39.7K+$1.5K2026-10-30
Gleason Group, Inc.
INCREASED631629+2+0%$34.6K$34.7K+$1222026-10-15
Paladin Advisory Group, LLC
UNCHANGED62162100%$34.2K$34.2K-$62026-11-09
Highline Wealth Partners LLC
UNCHANGED49849800%$27.4K$27.4K-$52026-10-19
Alerus Financial NA
UNCHANGED48548500%$26.7K$26.7K-$52026-11-09
IAG Wealth Partners, LLC
UNCHANGED45645600%$25.1K$25.1K-$52026-11-06
Smallwood Wealth Investment Management, LLC
UNCHANGED44844800%$24.6K$24.6K-$42026-10-30
Steph & Co
UNCHANGED44644600%$24.5K$24.5K-$42026-10-07
Key Capital Management, Inc
NEW308—+308——$16.9K—2026-11-03
True Wealth Design, LLC
UNCHANGED28628600%$15.7K$15.7K-$32026-10-13
Harbor Investment Advisory, LLC
UNCHANGED22122100%$12.2K$12.2K-$22026-10-13
Montgomery Financial Services LLC
UNCHANGED19619600%$10.8K$10.8K-$22026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED17917900%$9.8K$9.8K-$22026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED16516500%$9.1K$9.1K-$22026-11-03
Strive Financial Group,LLC
UNCHANGED15515500%$8.5K$8.5K-$22026-11-09
Tsfg, LLC
UNCHANGED808000%$4$4$02026-10-23
Cornerstone National Bank & Trust Co
NEW77—+77——$4.3K—2026-10-20
Signature Equity Partners, LLC
NEW60—+60——$3.3K—2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED535300%$2.9K$2.9K-$12026-10-13
LJI Wealth Management, LLC
CLOSED018,760-18,760-100%$1.0M$0-$1.0M2026-10-28
Manchester Capital Management LLC
CLOSED013,939-13,939-100%$766.8K$0-$766.8K2026-10-22
Avestar Capital, LLC
CLOSED09,163-9,163-100%$504.1K$0-$504.1K2026-10-28
Axxcess Wealth Management, LLC
CLOSED07,689-7,689-100%$422.9K$0-$422.9K2026-10-21
Shepherd Financial Partners LLC
CLOSED05,764-5,764-100%$317.1K$0-$317.1K2026-11-03
HBK Sorce Advisory LLC
CLOSED05,057-5,057-100%$286.2K$0-$286.2K2026-11-06
Atlatl Advisers LLC
CLOSED01,638-1,638-100%$90.1K$0-$90.1K2026-10-22
LifeSteps Financial, Inc.
CLOSED01,467-1,467-100%$80.7K$0-$80.7K2026-10-15
Brooklyn FI, LLC
CLOSED0980-980-100%$54.2K$0-$54.2K2026-11-05
Turtle Creek Wealth Advisors, LLC
CLOSED0673-673-100%$37.0K$0-$37.0K2026-10-15
Simplex Trading, LLC
CLOSED0367-367-100%$20.2K$0-$20.2K2026-11-04
Gill Capital Partners, LLC
CLOSED0195-195-100%$10.7K$0-$10.7K2026-10-13
Archer Investment Corp
CLOSED036-36-100%$2.0K$0-$2.0K2026-11-05
Signature Resources Capital Management, LLC
DECREASED0366-366-100%$20.1K$6-$20.1K2026-10-16
Mercer Global Advisors Inc
N/A—43,369,886-43,369,886-100%$2.4B———
Focus Partners Wealth
N/A—14,217,663-14,217,663-100%$782.1M———
Focus Partners Advisor Solutions, LLC
N/A—4,999,844-4,999,844-100%$275.0M———
Northern Trust Corp
N/A—4,892,951-4,892,951-100%$269.2M———
Cerity Partners LLC
N/A—2,644,308-2,644,308-100%$145.5M———
Truepoint, Inc.
N/A—1,902,222-1,902,222-100%$104.6M———
Jackson Thornton Wealth Management, LLC
N/A—1,669,238-1,669,238-100%$91.8M———
Raymond James Financial Inc
N/A—1,408,163-1,408,163-100%$77.5M———
Beacon Pointe Advisors, LLC
N/A—1,342,005-1,342,005-100%$73.8M———
Beaird Harris Wealth Management, LLC
N/A—1,193,244-1,193,244-100%$65.6M———
Pathstone Holdings, LLC
N/A—1,133,788-1,133,788-100%$62.4M———
Parkwoods Wealth Partners, LLC
N/A—1,063,093-1,063,093-100%$58.5M———
Team Hewins, LLC
N/A—951,799-951,799-100%$52.4M———
KEB Asset Management, LLC
N/A—900,330-900,330-100%$49.5M———
Smartleaf Asset Management LLC
N/A—847,220-847,220-100%$46.7M———
Integrated Wealth Concepts LLC
N/A—770,681-770,681-100%$42.4M———
Planning Center, Inc.
N/A—699,135-699,135-100%$38.5M———
Envestnet Asset Management Inc
N/A—681,475-681,475-100%$37.5M———
Mariner, LLC
N/A—675,012-675,012-100%$37.1M———
Premier Financial Group
N/A—566,861-566,861-100%$31.2M———
AQR Capital Management LLC
N/A—563,266-563,266-100%$31.0M———
WPWealth LLP
N/A—547,549-547,549-100%$30.1M———
LRI Investments, LLC
N/A—542,430-542,430-100%$29.8M———
Fischer Investment Strategies, LLC
N/A—513,880-513,880-100%$28.3M———
WorthPointe, LLC
N/A—505,062-505,062-100%$27.8M———
Benningfield Financial Advisors, LLC
N/A—504,434-504,434-100%$27.7M———
Stifel Financial Corp
N/A—484,264-484,264-100%$26.6M———
American Investment Services, Inc.
N/A—474,682-474,682-100%$26.1M———
Cetera Investment Advisers
N/A—468,539-468,539-100%$25.8M———
UBS Group AG
N/A—458,690-458,690-100%$25.2M———
Sequoia Financial Advisors, LLC
N/A—420,699-420,699-100%$23.1M———
Quantinno Capital Management LP
N/A—409,344-409,344-100%$22.5M———
Dopkins Wealth Management, LLC
N/A—401,368-401,368-100%$22.1M———
Two Sigma Investments, LP
N/A—383,500-383,500-100%$21.1M———
Financial Engines Advisors L.L.C.
N/A—374,528-374,528-100%$20.6M———
JPMorgan Chase & Co
N/A—357,895-357,895-100%$19.7M———
Osaic Holdings, Inc.
N/A—356,584-356,584-100%$19.6M———
Atlantic Union Bankshares Corp
N/A—342,275-342,275-100%$18.8M———
Mosaic Family Wealth Partners, LLC
N/A—335,830-335,830-100%$18.5M———
MAI Capital Management
N/A—329,154-329,154-100%$18.1M———
Ruedi Wealth Management, Inc.
N/A—325,745-325,745-100%$17.9M———
Savvy Advisors, Inc.
N/A—322,267-322,267-100%$17.7M———
Pinney & Scofield, Inc.
N/A—311,762-311,762-100%$17.2M———
OneDigital Investment Advisors LLC
N/A—310,466-310,466-100%$17.1M———
Morgan Stanley
N/A—296,921-296,921-100%$16.3M———
Professional Financial Solutions LLC
N/A—288,409-288,409-100%$15.9M———
Bridgewater Advisors Inc.
N/A—258,230-258,230-100%$14.5M———
EP Wealth Advisors, LLC
N/A—253,956-253,956-100%$14.0M———
Wells Fargo & Company
N/A—242,834-242,834-100%$13.4M———
Tobias Financial Advisors, Inc.
N/A—201,189-201,189-100%$11.1M———
Fiduciary Financial Advisors
N/A—199,131-199,131-100%$11.0M———
Jones Financial Companies Lllp
N/A—193,271-193,271-100%$10.6M———
Wealthspire Advisors, LLC
N/A—185,258-185,258-100%$10.2M———
Bank of America Corp
N/A—184,338-184,338-100%$10.1M———
Seneschal Advisors, LLC
N/A—155,556-155,556-100%$8.6M———
Strategic Investment Solutions, Inc.
N/A—153,175-153,175-100%$8.4M———
Royal Bank of Canada
N/A—151,462-151,462-100%$8.3M———
CarsonAllaria Wealth Management, Ltd.
N/A—137,923-137,923-100%$7.6M———
Aegis Wealth Management LLC
N/A—133,283-133,283-100%$7.3M———
Captrust Financial Advisors
N/A—131,602-131,602-100%$7.2M———
Northwestern Mutual Wealth Management Co
N/A—127,269-127,269-100%$7.0M———
BOK Financial Private Wealth, Inc.
N/A—125,952-125,952-100%$6.9M———
Annandale Capital, LLC
N/A—125,272-125,272-100%$6.9M———
WNY Asset Management, LLC
N/A—122,084-122,084-100%$6.7M———
Envestnet Portfolio Solutions, Inc.
N/A—118,784-118,784-100%$6.5M———
Citadel Advisors LLC
N/A—106,428-106,428-100%$5.9M———
FMB Wealth Management
N/A—103,735-103,735-100%$5.7M———
United Capital Financial Advisors, LLC
N/A—103,633-103,633-100%$5.7M———
Stratos Wealth Partners, Ltd.
N/A—99,599-99,599-100%$5.5M———
Investment Advisory Group, LLC
N/A—98,096-98,096-100%$5.4M———
MML Investors Services, LLC
N/A—97,352-97,352-100%$5.4M———
Arkadios Wealth Advisors
N/A—92,491-92,491-100%$5.1M———
McCartney Wealth Management LLC
N/A—91,253-91,253-100%$5.0M———
Marshall Wace, LLP
N/A—89,715-89,715-100%$4.9M———
Moneta Group Investment Advisors LLC
N/A—89,084-89,084-100%$4.9M———
Rockefeller Capital Management L.P.
N/A—87,754-87,754-100%$4.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—87,125-87,125-100%$4.8M———
Private Advisor Group, LLC
N/A—81,045-81,045-100%$4.5M———
Cloud Capital Management, LLC
N/A—80,843-80,843-100%$4.4M———
Tumwater Wealth Management, LLC
N/A—80,243-80,243-100%$4.4M———
Platform Wealth Management, LLC
N/A—80,137-80,137-100%$4.4M———
Kilner Capital Advisors, LLC
N/A—74,467-74,467-100%$4.1M———
Aspen Capital Management, LLC
N/A—73,845-73,845-100%$4.1M———
Axis Wealth Partners, LLC
N/A—73,177-73,177-100%$4.0M———
Vistica Wealth Advisors, LLC
N/A—72,988-72,988-100%$4.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—65,323-65,323-100%$3.6M———
Zhang Financial LLC
N/A—62,703-62,703-100%$3.4M———
Disciplined Investments, LLC
N/A—62,156-62,156-100%$3.4M———
Westmount Partners, LLC
N/A—59,582-59,582-100%$3.3M———
Cresset Asset Management, LLC
N/A—57,218-57,218-100%$3.1M———
Bridge Generations Wealth Management LLC
N/A—56,732-56,732-100%$3.1M———
Aptus Capital Advisors, LLC
N/A—54,788-54,788-100%$3.0M———
Daybright Advisory Services, Inc.
N/A—53,370-53,370-100%$3.0M———
Curi Capital, LLC
N/A—49,833-49,833-100%$2.7M———
Global Retirement Partners, LLC
N/A—47,615-47,615-100%$2.6M———
Susquehanna International Group, LLP
N/A—47,522-47,522-100%$2.6M———
NewEdge Advisors, LLC
N/A—45,490-45,490-100%$2.5M———
IEQ Capital, LLC
N/A—44,291-44,291-100%$2.4M———
Curio Wealth, LLC
N/A—41,960-41,960-100%$2.3M———
Equitable Holdings, Inc.
N/A—41,508-41,508-100%$2.3M———
Rialto Wealth Management, LLC
N/A—40,430-40,430-100%$2.2M———
O'shaughnessy Asset Management, LLC
N/A—38,732-38,732-100%$2.1M———
Brown Advisory Inc
N/A—37,344-37,344-100%$2.1M———
FAS Wealth Partners, Inc.
N/A—36,308-36,308-100%$2.0M———
Entelevest, LLC
N/A—36,001-36,001-100%$2.0M———
Johnson Investment Counsel Inc
N/A—35,976-35,976-100%$2.0M———
Cambria Investment Management, L.P.
N/A—34,672-34,672-100%$1.9M———
Empowered Funds, LLC
N/A—34,672-34,672-100%$1.9M———
Baird Financial Group, Inc.
N/A—31,318-31,318-100%$1.7M———
Applied Capital LLC
N/A—30,776-30,776-100%$1.7M———
Bragg Financial Advisors, Inc
N/A—29,836-29,836-100%$1.6M———
Cordant, Inc.
N/A—29,834-29,834-100%$1.6M———
Fiduciary Trust Co
N/A—28,865-28,865-100%$1.6M———
Waverly Advisors, LLC
N/A—28,395-28,395-100%$1.6M———
Wick Capital Partners, LLC
N/A—28,339-28,339-100%$1.6M———
BlackRock, Inc.
N/A—27,977-27,977-100%$1.5M———
Eldridge Investment Advisors, Inc.
N/A—27,460-27,460-100%$1.5M———
Brand Asset Management Group, Inc.
N/A—26,893-26,893-100%$1.5M———
Arax Advisory Partners
N/A—26,654-26,654-100%$1.5M———
Lbmc Investment Advisors, LLC
N/A—26,409-26,409-100%$1.5M———
Farmers National Bank
N/A—26,382-26,382-100%$1.5M———
Fort Point Capital Partners LLC
N/A—25,180-25,180-100%$1.4M———
Mutual Advisors, LLC
N/A—23,304-23,304-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—23,183-23,183-100%$1.3M———
TRU Independence Asset Management 2, LLC
N/A—22,821-22,821-100%$1.3M———
IHT Wealth Management, LLC
N/A—22,784-22,784-100%$1.3M———
Teachers Insurance & Annuity Association of America
N/A—22,672-22,672-100%$1.2M———
Janney Montgomery Scott LLC
N/A—22,320-22,320-100%$1.2M———
Pure Financial Advisors, LLC
N/A—20,938-20,938-100%$1.2M———
Commerce Bank
N/A—20,866-20,866-100%$1.1M———
Ancora Advisors LLCA
N/A—20,597-20,597-100%$1.1M———
Bleakley Financial Group, LLC
N/A—19,922-19,922-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—19,559-19,559-100%$1.1M———
W1m Asset Management Ltd
N/A—19,160-19,160-100%$1.1M———
Brown Brothers Harriman & Co
N/A—18,553-18,553-100%$1.0M———
Cornerstone Financial Group, LLC
N/A—18,359-18,359-100%$1.0M———
NorthRock Partners, LLC
N/A—18,092-18,092-100%$995.2K———
Rehmann Capital Advisory Group
N/A—17,959-17,959-100%$987.9K———
Dorsey & Whitney Trust Co LLC
N/A—17,680-17,680-100%$972.6K———
Caprock Group, LLC
N/A—17,489-17,489-100%$962.1K———
Berger Financial Group, Inc
N/A—17,317-17,317-100%$952.6K———
Huntington National Bank
N/A—17,267-17,267-100%$949.9K———
Sound View Wealth Advisors Group, LLC
N/A—17,170-17,170-100%$944.5K———
Stratos Investment Management, LLC
N/A—17,169-17,169-100%$944.5K———
Rather & Kittrell, Inc.
N/A—16,925-16,925-100%$931.0K———
Painted Porch Advisors LLC
N/A—16,728-16,728-100%$920.2K———
Colonial Trust Co / SC
N/A—16,272-16,272-100%$895.1K———
Betterment LLC
N/A—16,214-16,214-100%$892.0K———
AE Wealth Management LLC
N/A—16,035-16,035-100%$882.1K———
Capital Investment Management, Inc.
N/A—15,579-15,579-100%$857.0K———
Eaton Financial Holdings Company, LLC
N/A—15,480-15,480-100%$851.6K———
NerdWallet Wealth Partners, LLC
N/A—15,216-15,216-100%$837.0K———
Longview Financial Advisors LLC
N/A—14,978-14,978-100%$823.9K———
Ameriprise Financial Inc
N/A—14,910-14,910-100%$820.2K———
Steward Partners Investment Advisory, LLC
N/A—14,415-14,415-100%$792.9K———
Operose Advisors LLC
N/A—14,057-14,057-100%$773.3K———
&partners
N/A—13,709-13,709-100%$754.1K———
Franklin Resources Inc
N/A—13,485-13,485-100%$741.8K———
Cahill Financial Advisors Inc
N/A—13,339-13,339-100%$733.8K———
Range Advisory, LLC
N/A—13,292-13,292-100%$731.2K———
Sanctuary Advisors, LLC
N/A—13,269-13,269-100%$729.9K———
Gilbert & Cook, Inc.
N/A—13,217-13,217-100%$727.1K———
Tower Research Capital LLC (TRC)
N/A—13,151-13,151-100%$723.4K———
Dakota Wealth Management
N/A—12,673-12,673-100%$697.1K———
Capital Advisors Inc
N/A—12,628-12,628-100%$694.7K———
Prosperity Bancshares Inc
N/A—12,367-12,367-100%$680.3K———
American Financial Advisors, LLC
N/A—12,095-12,095-100%$665.3K———
Zacks Investment Management
N/A—11,766-11,766-100%$647.3K———
Empower Advisory Group, LLC
N/A—11,615-11,615-100%$638.9K———
Hollencrest Capital Management
N/A—11,339-11,339-100%$623.8K———
Seeds Investor LLC
N/A—11,285-11,285-100%$620.8K———
CVA Family Office, LLC
N/A—10,477-10,477-100%$576.4K———
Mpwm Advisory Solutions, LLC
N/A—10,474-10,474-100%$576.2K———
NCM Capital Management, LLC
N/A—10,465-10,465-100%$575.7K———
Oxford Financial Group, Ltd. LLC
N/A—10,040-10,040-100%$552.3K———
Northeast Planning Associates, Inc. / NH /
N/A—9,551-9,551-100%$525.4K———
CIBC Bancorp USA Inc.
N/A—9,299-9,299-100%$511.5K———
Orion Capital Management LLC
N/A—9,189-9,189-100%$505.5K———
Sovereign Financial Group, Inc.
N/A—9,036-9,036-100%$497.1K———
QRG Capital Management, Inc.
N/A—8,783-8,783-100%$483.2K———
CreativeOne Wealth, LLC
N/A—8,773-8,773-100%$482.6K———
Advisors Capital Management, LLC
N/A—8,610-8,610-100%$473.6K———
RB Capital Management, LLC
N/A—8,599-8,599-100%$473.1K———
Cozad Asset Management Inc
N/A—8,513-8,513-100%$468.3K———
Delos Wealth Advisors, LLC
N/A—8,510-8,510-100%$468.1K———
Summit Financial, LLC
N/A—8,327-8,327-100%$458.1K———
E-Wealth Partners, LLC
N/A—8,295-8,295-100%$456.3K———
Whittier Trust Co
N/A—8,232-8,232-100%$453.5K———
Integrity Wealth Solutions LLC
N/A—7,726-7,726-100%$425.0K———
Trustmark Bank Trust Department
N/A—7,701-7,701-100%$423.6K———
Pasadena Private Wealth, LLC
N/A—7,653-7,653-100%$421.0K———
Roundview Capital LLC
N/A—7,626-7,626-100%$419.5K———
Goldman Sachs Group Inc
N/A—7,537-7,537-100%$414.6K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—7,480-7,480-100%$411.5K———
SEI Investments Co
N/A—7,394-7,394-100%$406.7K———
M1 Capital Management LLC
N/A—7,193-7,193-100%$395.7K———
Compass Capital Corp
N/A—7,141-7,141-100%$409.4K———
Inspire Advisors, LLC
N/A—7,068-7,068-100%$388.8K———
Modern Wealth Management, LLC
N/A—7,065-7,065-100%$388.6K———
Principal Securities, Inc.
N/A—6,987-6,987-100%$384.4K———
Ponta Wealth Partners, LLC
N/A—6,949-6,949-100%$382.3K———
Qube Research & Technologies Ltd
N/A—6,809-6,809-100%$374.6K———
First Western Trust Bank
N/A—6,764-6,764-100%$372.1K———
Ausdal Financial Partners, Inc.
N/A—6,592-6,592-100%$362.6K———
Stonebridge Financial Group, LLC
N/A—6,218-6,218-100%$342.0K———
Aurdan Capital Management, LLC
N/A—6,178-6,178-100%$339.9K———
Advisory Services Network, LLC
N/A—6,033-6,033-100%$331.9K———
Cofg Advisors, LLC
N/A—5,951-5,951-100%$327.4K———
Vantage Point Financial LLC
N/A—5,804-5,804-100%$319.3K———
Coastal Bridge Advisors, LLC
N/A—5,719-5,719-100%$314.6K———
Vident Advisory, LLC
N/A—5,707-5,707-100%$313.9K———
Rowlandmiller & Partners.adv
N/A—5,537-5,537-100%$304.6K———
Sterling Wealth Advisors Inc
N/A—5,505-5,505-100%$302.8K———
Disciplined Investors, L.L.C.
N/A—5,464-5,464-100%$300.6K———
Silver Coast Investments LLC
N/A—5,383-5,383-100%$296.1K———
Black Swift Group, LLC
N/A—5,246-5,246-100%$288.6K———
Waterloo Capital, L.P.
N/A—5,234-5,234-100%$287.9K———
Wealth Advisors of Iowa, LLC
N/A—4,986-4,986-100%$274.3K———
NewEdge Wealth, LLC
N/A—4,928-4,928-100%$271.1K———
Ameritas Advisory Services, LLC
N/A—4,731-4,731-100%$260.2K———
AssuredPartners Investment Advisors, LLC
N/A—4,662-4,662-100%$256.5K———
Wallace Capital Management Inc.
N/A—4,567-4,567-100%$251.2K———
Strategic Wealth Partners, Ltd.
N/A—4,545-4,545-100%$250.0K———
Concorde Asset Management, LLC
N/A—4,511-4,511-100%$248.2K———
Continuum Advisory, LLC
N/A—4,441-4,441-100%$244.3K———
MJP Associates Inc
N/A—4,396-4,396-100%$241.8K———
Threadgill Financial, LLC
N/A—4,362-4,362-100%$240.0K———
Perennial Investment Advisors, LLC
N/A—4,351-4,351-100%$239.3K———
Wealth Advisors of Tampa Bay, LLC
N/A—4,256-4,256-100%$234.1K———
Alliancebernstein L.P.
N/A—4,256-4,256-100%$206.2K———
Advisory Alpha, LLC
N/A—4,254-4,254-100%$234.0K———
Marble Wealth, LLC
N/A—4,243-4,243-100%$233.4K———
Haverford Trust Co
N/A—4,171-4,171-100%$229.4K———
Centric Wealth Management
N/A—4,093-4,093-100%$210.5K———
Broadhurst Jeffrey B
N/A—3,929-3,929-100%$216.2K———
Cladis Investment Advisory, LLC
N/A—3,900-3,900-100%$214.5K———
Composition Wealth, LLC
N/A—3,810-3,810-100%$209.6K———
Gateway Wealth Partners, LLC
N/A—3,785-3,785-100%$208.2K———
Howe & Rusling Inc
N/A—3,754-3,754-100%$206.5K———
First Trust Advisors LP
N/A—3,710-3,710-100%$204.1K———
Sittner & Nelson, LLC
N/A—3,698-3,698-100%$203.4K———
JPL Wealth Management, LLC
N/A—3,662-3,662-100%$201.4K———
Medallion Wealth Advisors, LLC
N/A—3,547-3,547-100%$195.1K———
NI Acquisitions Company, LLC
N/A—3,159-3,159-100%$173.8K———
Keating Financial Advisory Services, Inc.
N/A—3,129-3,129-100%$172.1K———
JDM Financial Group LLC
N/A—1,898-1,898-100%$104.4K———
Ameritas Investment Partners, Inc.
N/A—1,542-1,542-100%$84.8K———
Glassman Wealth Services
N/A—1,422-1,422-100%$78.2K———
UBS Asset Management Americas LLC
N/A—1,376-1,376-100%$75.7K———
ST Germain D J Co Inc
N/A—1,212-1,212-100%$66.7K———
VSM Wealth Advisory, LLC
N/A—1,000-1,000-100%$55.0K———
Vanguard Advisers Inc
N/A—965-965-100%$53.1K———
Tiaa Wealth Investment Management LLC
N/A—891-891-100%$49.1K———
Synergy Investment Management, LLC
N/A—719-719-100%$39.6K———
Top Private Wealth Llc.
N/A—539-539-100%$29.7K———
Cambient Family Office, LLC
N/A—403-403-100%$22.2K———
Truvestments Capital LLC
N/A—374-374-100%$20.6K———
Financial Gravity Companies, Inc.
N/A—350-350-100%$19.3K———
Johnson Financial Group, Inc.
N/A—343-343-100%$18.9K———
Whittier Trust Co of Nevada Inc
N/A—211-211-100%$11.6K———
Abound Financial, LLC
N/A—110-110-100%$6.1K———
Manning & Napier Advisors LLC
N/A—23-23-100%$1.3K———
Showing 832 of 832 institutions