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Dimensional Emrg Mrkt Core (DFEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Forum Financial Management, LP
INCREASED
Shares15,906,068 from 15,767,639
Change+138,429 (+1%)
Value$631.8M (-$9.0M)
Filed 2026-10-16
Savant Capital, LLC
DECREASED
Shares4,252,967 from 4,375,866
Change-122,899 (-3%)
Value$168.9M (-$8.9M)
Filed 2026-11-06
HBK Sorce Advisory LLC
INCREASED
Shares3,464,436 from 3,354,929
Change+109,507 (+3%)
Value$120.2M (-$11.0M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares3,294,843 from 3,192,252
Change+102,591 (+3%)
Value$130.9M (+$1.1M)
Filed 2026-11-10
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,286,554 from 3,210,847
Change+75,707 (+2%)
Value$130.5M (+$53.1K)
Filed 2026-10-13
Parcion Private Wealth LLC
DECREASED
Shares2,569,334 from 2,602,795
Change-33,461 (-1%)
Value$102.1M (-$3.7M)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares2,494,696 from 2,462,535
Change+32,161 (+1%)
Value$99.1M (-$988.1K)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares2,346,527 from 2,307,093
Change+39,434 (+2%)
Value$93.1M (-$649.6K)
Filed 2026-10-27
Greenspring Advisors, LLC
INCREASED
Shares2,303,401 from 2,275,109
Change+28,292 (+1%)
Value$91.5M (-$969.4K)
Filed 2026-11-05
Evensky & Katz LLC
INCREASED
Shares2,301,615 from 2,286,699
Change+14,916 (+1%)
Value$91.4M (-$1.5M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares2,265,845 from 2,265,466
Change+379 (+0%)
Value$90.0M (-$2.1M)
Filed 2026-11-06
Rockwood Wealth Management, LLC
DECREASED
Shares2,117,632 from 2,156,982
Change-39,350 (-2%)
Value$84.1M (-$3.5M)
Filed 2026-10-27
AWM Capital, LLC
INCREASED
Shares2,033,644 from 1,907,601
Change+126,043 (+7%)
Value$80.8M (+$3.3M)
Filed 2026-10-16
RW Investment Management LLC
DECREASED
Shares1,945,026 from 1,953,688
Change-8,662 (0%)
Value$77.3M (-$2.1M)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares1,879,918 from 1,666,664
Change+213,254 (+13%)
Value$75.6M (+$10.3M)
Filed 2026-10-08
Bank of Montreal
INCREASED
Shares1,848,974 from 1,792,948
Change+56,026 (+3%)
Value$73.4M (+$575.9K)
Filed 2026-11-09
Sageworth Trust Co
INCREASED
Shares1,790,199 from 1,575,383
Change+214,816 (+14%)
Value$71.1M (+$7.1M)
Filed 2026-10-30
Symmetry Partners, LLC
DECREASED
Shares1,481,694 from 1,487,895
Change-6,201 (0%)
Value$58.9M (-$1.6M)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares1,268,603 from 1,191,181
Change+77,422 (+7%)
Value$46.2M (+$188.8K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares1,223,700 from 1,160,159
Change+63,541 (+5%)
Value$48.6M (+$1.5M)
Filed 2026-11-03
EnRich Financial Partners LLC
DECREASED
Shares1,198,624 from 1,201,493
Change-2,869 (0%)
Value$47.6M (-$1.2M)
Filed 2026-10-21
Burton Enright Welch
INCREASED
Shares1,131,886 from 1,073,188
Change+58,698 (+5%)
Value$45.0M (+$1.3M)
Filed 2026-11-04
Oakwell Private Wealth Management, LLC
INCREASED
Shares1,109,159 from 1,036,887
Change+72,272 (+7%)
Value$44.1M (+$1.9M)
Filed 2026-11-06
Elser Financial Planning, Inc
INCREASED
Shares1,070,275 from 1,038,515
Change+31,760 (+3%)
Value$42.5M (+$306.1K)
Filed 2026-10-16
Phillips Financial Management, LLC
INCREASED
Shares1,048,796 from 1,030,632
Change+18,164 (+2%)
Value$41.7M (-$226.7K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
INCREASED
Shares1,007,987 from 990,608
Change+17,379 (+2%)
Value$40.0M (-$221.1K)
Filed 2026-10-26
Seaside Wealth Management, Inc.
INCREASED
Shares976,621 from 957,955
Change+18,666 (+2%)
Value$38.8M (-$139.9K)
Filed 2026-11-09
Kooman & Associates
INCREASED
Shares974,962 from 954,934
Change+20,028 (+2%)
Value$38.7M (-$83.0K)
Filed 2026-10-21
Monograph Wealth Advisors, LLC
INCREASED
Shares946,572 from 912,431
Change+34,141 (+4%)
Value$37.6M (+$516.7K)
Filed 2026-11-09
Leading Edge Financial Planning LLC
INCREASED
Shares945,202 from 908,460
Change+36,742 (+4%)
Value$37.5M (+$623.6K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares884,580 from 632,244
Change+252,336 (+40%)
Value$35.1M (+$9.4M)
Filed 2026-10-28
Your Advocates Ltd., LLP
INCREASED
Shares841,235 from 837,466
Change+3,769 (+0%)
Value$33.4M (-$620.8K)
Filed 2026-11-03
First Financial Bank - Trust Division
INCREASED
Shares826,431 from 817,938
Change+8,493 (+1%)
Value$32.8M (-$415.1K)
Filed 2026-10-01
Sensible Money, LLC
INCREASED
Shares787,359 from 751,422
Change+35,937 (+5%)
Value$31.3M (+$736.1K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
INCREASED
Shares762,410 from 721,033
Change+41,377 (+6%)
Value$30.3M (+$980.2K)
Filed 2026-10-08
Syverson Strege & Co
INCREASED
Shares723,152 from 709,279
Change+13,873 (+2%)
Value$28.7M (-$101.5K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares716,068 from 700,959
Change+15,109 (+2%)
Value$27.8M (-$732.2K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
DECREASED
Shares705,445 from 716,843
Change-11,398 (-2%)
Value$28.0M (-$1.1M)
Filed 2026-10-16
Integris Wealth Management, LLC
INCREASED
Shares700,141 from 644,883
Change+55,258 (+9%)
Value$27.8M (+$1.6M)
Filed 2026-10-14
RS Crum Inc.
INCREASED
Shares685,692 from 669,821
Change+15,871 (+2%)
Value$27.2M (+$14.2K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares679,283 from 602,160
Change+77,123 (+13%)
Value$27.0M (+$2.5M)
Filed 2026-11-03
Curated Wealth Partners LLC
INCREASED
Shares671,148 from 514,473
Change+156,675 (+30%)
Value$26.7M (+$5.7M)
Filed 2026-10-15
BCR Wealth Strategies, LLC
INCREASED
Shares631,114 from 611,157
Change+19,957 (+3%)
Value$25.1M (+$230.9K)
Filed 2026-11-06
Evanson Financial, LLC
INCREASED
Shares605,199 from 599,751
Change+5,448 (+1%)
Value$24.0M (-$335.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares604,114 from 594,664
Change+9,450 (+2%)
Value$24.0M (-$171.7K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares603,087 from 553,073
Change+50,014 (+9%)
Value$24.0M (+$1.5M)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares598,062 from 591,602
Change+6,460 (+1%)
Value$23.8M (-$287.7K)
Filed 2026-10-29
Heritage Investment Group, Inc.
INCREASED
Shares592,325 from 571,797
Change+20,528 (+4%)
Value$23.5M (+$289.3K)
Filed 2026-11-03
Stordahl Capital Management, Inc.
DECREASED
Shares578,167 from 579,855
Change-1,688 (0%)
Value$23.0M (-$600.5K)
Filed 2026-10-22
Emprise Bank
INCREASED
Shares577,197 from 561,470
Change+15,727 (+3%)
Value$22.9M (+$108.1K)
Filed 2026-10-07
Private Wealth Management Group, LLC
INCREASED
Shares567,328 from 550,557
Change+16,771 (+3%)
Value$22.5M (+$159.6K)
Filed 2026-10-19
TFO Wealth Partners, LLC
INCREASED
Shares566,851 from 336,373
Change+230,478 (+69%)
Value$22.5M (+$8.8M)
Filed 2026-11-09
Woodward Financial Advisors, Inc.
DECREASED
Shares562,444 from 563,555
Change-1,111 (0%)
Value$22.3M (-$562.6K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares557,312 from 529,512
Change+27,800 (+5%)
Value$22.1M (+$617.0K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares556,595 from 553,746
Change+2,849 (+1%)
Value$22.1M (-$396.3K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares553,200 from 501,593
Change+51,607 (+10%)
Value$22.0M (+$1.6M)
Filed 2026-10-02
Cambridge Financial Group, LLC
UNCHANGED
Shares544,360 from 544,360
Change0 (0%)
Value$22.1M ($0)
Filed 2026-10-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares530,126 from 537,607
Change-7,481 (-1%)
Value$21.1M (-$791.0K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares525,349 from 410,244
Change+115,105 (+28%)
Value$20.9M (+$4.2M)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares524,117 from 446,846
Change+77,271 (+17%)
Value$21.3M (+$3.1M)
Filed 2026-11-06
Capstone Capital LLC
INCREASED
Shares522,765 from 522,387
Change+378 (+0%)
Value$20.8M (-$465.6K)
Filed 2026-10-14
Ballentine Capital Advisors, Inc
INCREASED
Shares519,491 from 514,824
Change+4,667 (+1%)
Value$20.6M (-$288.3K)
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares517,501 from 474,963
Change+42,538 (+9%)
Value$20.6M (+$1.7M)
Filed 2026-10-27
Squire Investment Management Company, LLC
INCREASED
Shares515,095 from 488,613
Change+26,482 (+5%)
Value$20.5M (+$602.3K)
Filed 2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares513,968 from 503,491
Change+10,477 (+2%)
Value$20.4M (-$47.1K)
Filed 2026-10-29
Flagstone Financial Management
INCREASED
Shares488,431 from 477,389
Change+11,042 (+2%)
Value$19.4M (-$629)
Filed 2026-11-05
Equita Financial Network, Inc.
INCREASED
Shares482,351 from 463,928
Change+18,423 (+4%)
Value$19.2M (+$304.9K)
Filed 2026-10-19
Straight Path Wealth Management
INCREASED
Shares477,590 from 451,026
Change+26,564 (+6%)
Value$19.0M (+$640.2K)
Filed 2026-10-23
Trust Co of the South
INCREASED
Shares473,064 from 418,165
Change+54,899 (+13%)
Value$18.8M (+$1.8M)
Filed 2026-10-21
Cardiff Park Advisors, LLC
INCREASED
Shares471,699 from 447,960
Change+23,739 (+5%)
Value$18.7M (+$530.8K)
Filed 2026-11-09
Kondo Wealth Advisors, Inc.
INCREASED
Shares466,721 from 464,509
Change+2,212 (+0%)
Value$18.5M (-$339.5K)
Filed 2026-10-19
Financial Planning Navigators Corp
INCREASED
Shares466,682 from 450,591
Change+16,091 (+4%)
Value$18.5M (+$224.6K)
Filed 2026-10-14
Peirce Capital Management, LLC
INCREASED
Shares461,934 from 459,338
Change+2,596 (+1%)
Value$18.3M (-$319.5K)
Filed 2026-10-19
Sachem Hill LLC
DECREASED
Shares459,436 from 495,103
Change-35,667 (-7%)
Value$18.2M (-$1.9M)
Filed 2026-10-14
Financial Symmetry Inc
INCREASED
Shares453,742 from 423,709
Change+30,033 (+7%)
Value$18.0M (+$803.1K)
Filed 2026-10-06
Verisail Partners, LLC
INCREASED
Shares448,031 from 447,325
Change+706 (+0%)
Value$17.8M (-$383.5K)
Filed 2026-10-19
Fortitude Family Office, LLC
INCREASED
Shares444,485 from 302,027
Change+142,458 (+47%)
Value$17.7M (+$5.4M)
Filed 2026-10-14
Level Financial Advisors
INCREASED
Shares438,863 from 404,242
Change+34,621 (+9%)
Value$17.4M (+$1.0M)
Filed 2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED
Shares431,367 from 378,142
Change+53,225 (+14%)
Value$17.1M (+$1.8M)
Filed 2026-10-14
Factor Wealth Management LTD
DECREASED
Shares427,262 from 434,609
Change-7,347 (-2%)
Value$17.0M (-$691.7K)
Filed 2026-10-08
Hassell Wealth Management, LLC
INCREASED
Shares410,571 from 402,620
Change+7,951 (+2%)
Value$16.3M (+$444.7K)
Filed 2026-10-19
Northwest Wealth Management, LLC
INCREASED
Shares403,952 from 376,000
Change+27,952 (+7%)
Value$16.0M (+$764.3K)
Filed 2026-10-30
Mattern Wealth Management LLC
DECREASED
Shares400,035 from 404,466
Change-4,431 (-1%)
Value$15.9M (-$548.1K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares397,753 from 337,013
Change+60,740 (+18%)
Value$15.8M (+$2.1M)
Filed 2026-10-29
Aerodigm Wealth, LLC
DECREASED
Shares389,931 from 400,452
Change-10,521 (-3%)
Value$15.5M (-$786.3K)
Filed 2026-10-16
HMV Wealth Advisors, LLC
INCREASED
Shares389,804 from 367,572
Change+22,232 (+6%)
Value$15.5M (+$544.9K)
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED
Shares389,624 from 373,277
Change+16,347 (+4%)
Value$15.5M (+$305.9K)
Filed 2026-11-05
Hurlow Wealth Management Group, Inc.
INCREASED
Shares379,978 from 359,677
Change+20,301 (+6%)
Value$15.1M (+$475.4K)
Filed 2026-10-29
Bfsg, LLC
DECREASED
Shares377,627 from 380,727
Change-3,100 (-1%)
Value$15.0M (-$473.4K)
Filed 2026-10-30
Family Wealth Partners, LLC
INCREASED
Shares372,553 from 355,940
Change+16,613 (+5%)
Value$14.8M (+$332.4K)
Filed 2026-10-20
Kaufman Rossin Wealth, LLC
INCREASED
Shares366,841 from 362,467
Change+4,374 (+1%)
Value$14.6M (+$170.1K)
Filed 2026-10-19
BCU Wealth Advisors, LLC
INCREASED
Shares364,723 from 324,106
Change+40,617 (+13%)
Value$14.5M (+$1.3M)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares363,883 from 345,648
Change+18,235 (+5%)
Value$14.5M (+$406.3K)
Filed 2026-10-22
Friday Financial
INCREASED
Shares362,352 from 297,223
Change+65,129 (+22%)
Value$14.4M (+$2.8M)
Filed 2026-10-09
Rachor Investment Advisory Services, LLC
INCREASED
Shares358,016 from 332,820
Change+25,196 (+8%)
Value$14.2M (+$694.6K)
Filed 2026-10-29
JGP Wealth Management, LLC
INCREASED
Shares357,311 from 350,783
Change+6,528 (+2%)
Value$14.2M (-$63.4K)
Filed 2026-10-13
New Dimensions Wealth Management, LLC
INCREASED
Shares355,331 from 342,272
Change+13,059 (+4%)
Value$14.1M (+$203.8K)
Filed 2026-11-02
Blume Capital Management, Inc.
INCREASED
Shares347,048 from 342,986
Change+4,062 (+1%)
Value$13.8M (-$154.2K)
Filed 2026-10-26
Burk Holdings LLC
INCREASED
Shares335,115 from 321,627
Change+13,488 (+4%)
Value$13.3M (+$239.8K)
Filed 2026-11-05
Physician Wealth Solutions Inc.
DECREASED
Shares329,520 from 337,691
Change-8,171 (-2%)
Value$13.1M (-$635.2K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares319,826 from 308,207
Change+11,619 (+4%)
Value$12.7M (+$177.9K)
Filed 2026-11-03
Cravens & Co Advisors, LLC
INCREASED
Shares318,388 from 316,943
Change+1,445 (+0%)
Value$12.6M (-$234.2K)
Filed 2026-10-16
Vannoy Advisory Group, Inc.
INCREASED
Shares310,592 from 310,398
Change+194 (+0%)
Value$12.3M (-$277.8K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares309,624 from 377,533
Change-67,909 (-18%)
Value$12.3M (-$3.0M)
Filed 2026-10-30
Mills Wealth Advisors LLC
INCREASED
Shares308,302 from 302,690
Change+5,612 (+2%)
Value$12.2M (-$55.6K)
Filed 2026-10-22
Tilson Financial Group, Inc.
INCREASED
Shares306,389 from 285,169
Change+21,220 (+7%)
Value$12.2M (+$580.5K)
Filed 2026-11-09
One Degree Advisors Inc
INCREASED
Shares305,348 from 296,679
Change+8,669 (+3%)
Value$12.4M (+$12.4M)
Filed 2026-11-06
Timonier Family Office, Ltd.
DECREASED
Shares301,709 from 303,637
Change-1,928 (-1%)
Value$12.0M (-$355.9K)
Filed 2026-11-03
Scratch Capital LLC
INCREASED
Shares299,738 from 285,363
Change+14,375 (+5%)
Value$11.9M (+$308.4K)
Filed 2026-11-02
Watchman Group, Inc.
INCREASED
Shares297,852 from 295,106
Change+2,746 (+1%)
Value$11.8M (-$162.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares289,294 from 128,655
Change+160,639 (+125%)
Value$11.5M (+$6.3M)
Filed 2026-10-08
Hippocratic Financial Advisors, LLC
INCREASED
Shares286,152 from 275,412
Change+10,740 (+4%)
Value$11.4M (+$173.2K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares280,523 from 319,992
Change-39,469 (-12%)
Value$11.1M (-$1.9M)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
INCREASED
Shares276,190 from 270,393
Change+5,797 (+2%)
Value$11.0M (-$18.5K)
Filed 2026-11-02
Wealth Advisors Northwest LLC
INCREASED
Shares274,045 from 256,711
Change+17,334 (+7%)
Value$10.9M (+$452.3K)
Filed 2026-10-29
United Wealth Management, LLC
INCREASED
Shares272,332 from 269,486
Change+2,846 (+1%)
Value$10.8M (-$134.9K)
Filed 2026-10-30
Lutz Financial Services LLC
INCREASED
Shares270,906 from 254,366
Change+16,540 (+7%)
Value$10.8M (+$423.0K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares270,887 from 261,963
Change+8,924 (+3%)
Value$10.8M (+$113.4K)
Filed 2026-10-29
BCO Wealth Management LLC
INCREASED
Shares270,862 from 262,316
Change+8,546 (+3%)
Value$10.8M (+$98.1K)
Filed 2026-10-14
Quarry Hill Advisors, LLC
INCREASED
Shares268,597 from 244,278
Change+24,319 (+10%)
Value$10.7M (+$741.2K)
Filed 2026-11-04
XY Planning Network, Inc.
DECREASED
Shares266,268 from 269,500
Change-3,232 (-1%)
Value$10.6M (-$376.3K)
Filed 2026-10-14
Clarity Wealth Development LLC
INCREASED
Shares266,017 from 262,588
Change+3,429 (+1%)
Value$10.6M (-$105.4K)
Filed 2026-10-22
SC&H Financial Advisors, Inc.
INCREASED
Shares260,519 from 255,345
Change+5,174 (+2%)
Value$10.3M (-$29.4K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares260,118 from 258,320
Change+1,798 (+1%)
Value$10.3M (-$166.2K)
Filed 2026-11-05
Prospect Financial Group LLC
DECREASED
Shares257,891 from 297,935
Change-40,044 (-13%)
Value$10.2M (-$1.9M)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares255,739 from 237,364
Change+18,375 (+8%)
Value$10.2M (+$511.5K)
Filed 2026-10-14
Financial Harvest, LLC
INCREASED
Shares252,524 from 234,716
Change+17,808 (+8%)
Value$10.0M (+$491.4K)
Filed 2026-10-15
B&D White Capital Company, LLC
UNCHANGED
Shares240,097 from 240,097
Change0 (0%)
Value$9.5M (-$220.9K)
Filed 2026-11-02
Porter White Investment Advisors, Inc.
INCREASED
Shares238,764 from 119,479
Change+119,285 (+100%)
Value$9.5M (+$4.6M)
Filed 2026-10-14
Hiley Hunt Wealth Management
INCREASED
Shares236,711 from 231,178
Change+5,533 (+2%)
Value$9.4M (+$7.1K)
Filed 2026-10-08
Beacon Hill Wealth Management Ltd.
INCREASED
Shares234,863 from 192,156
Change+42,707 (+22%)
Value$9.3M (+$1.5M)
Filed 2026-10-21
Studio Investment Management LLC
INCREASED
Shares231,061 from 225,022
Change+6,039 (+3%)
Value$9.2M (+$32.8K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
DECREASED
Shares227,443 from 230,175
Change-2,732 (-1%)
Value$9.0M (-$320.3K)
Filed 2026-10-19
Gradient Capital Advisors, LLC
INCREASED
Shares225,037 from 222,157
Change+2,880 (+1%)
Value$8.9M (-$90.0K)
Filed 2026-10-21
Pacific Asset Management, LLC
DECREASED
Shares221,317 from 221,566
Change-249 (0%)
Value$8.8M (-$213.7K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares211,220 from 117,393
Change+93,827 (+80%)
Value$7.8M (+$3.7M)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares210,880 from 175,767
Change+35,113 (+20%)
Value$8.4M (+$1.2M)
Filed 2026-10-16
HBE Wealth Management, LLC
INCREASED
Shares208,721 from 203,626
Change+5,095 (+3%)
Value$8.3M (+$15.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares205,775 from 184,783
Change+20,992 (+11%)
Value$8.2M (+$663.8K)
Filed 2026-11-02
Tillman Hartley LLC
DECREASED
Shares203,677 from 208,018
Change-4,341 (-2%)
Value$8.1M (-$363.8K)
Filed 2026-11-06
O'Connor Financial Group LLC
INCREASED
Shares201,608 from 200,190
Change+1,418 (+1%)
Value$8.0M (-$127.9K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares198,773 from 174,563
Change+24,210 (+14%)
Value$7.9M (+$801.0K)
Filed 2026-10-26
Klaas Financial Asset Advisors, LLC
DECREASED
Shares192,865 from 196,518
Change-3,653 (-2%)
Value$7.7M (-$325.9K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
INCREASED
Shares192,275 from 181,739
Change+10,536 (+6%)
Value$7.6M (+$254.3K)
Filed 2026-10-20
RCS Financial Planning, LLC
INCREASED
Shares185,820 from 155,509
Change+30,311 (+19%)
Value$7.4M (+$1.1M)
Filed 2026-10-14
Sageworth Trust Co of South Dakota
INCREASED
Shares182,129 from 155,277
Change+26,852 (+17%)
Value$7.2M (+$923.7K)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares181,599 from 186,267
Change-4,668 (-3%)
Value$7.2M (-$356.8K)
Filed 2026-10-15
Geneos Wealth Management Inc.
INCREASED
Shares181,339 from 173,741
Change+7,598 (+4%)
Value$7.2M (+$142.0K)
Filed 2026-11-09
Davenport & Co LLC
DECREASED
Shares180,086 from 180,353
Change-267 (0%)
Value$7.2M (-$176.5K)
Filed 2026-10-14
Claris Advisors, LLC / MO /
INCREASED
Shares175,793 from 171,254
Change+4,539 (+3%)
Value$7.0M (+$22.8K)
Filed 2026-11-10
HB Wealth Management, LLC
DECREASED
Shares175,593 from 176,573
Change-980 (-1%)
Value$7.0M (-$201.4K)
Filed 2026-10-23
LifeGuide Financial Advisors, LLC
INCREASED
Shares172,713 from 165,470
Change+7,243 (+4%)
Value$6.9M (+$135.5K)
Filed 2026-10-20
ARK & TLK Investments, LLC
DECREASED
Shares172,348 from 179,428
Change-7,080 (-4%)
Value$6.8M (-$446.3K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares171,300 from 186,481
Change-15,181 (-8%)
Value$6.8M (-$774.5K)
Filed 2026-10-16
SageOak Financial, LLC
INCREASED
Shares165,406 from 163,453
Change+1,953 (+1%)
Value$6.6M (-$72.8K)
Filed 2026-10-19
Prism Planning Partners LLC
INCREASED
Shares162,140 from 148,271
Change+13,869 (+9%)
Value$6.4M (+$414.5K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares150,516 from 152,960
Change-2,444 (-2%)
Value$6.0M (-$237.8K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares145,891 from 131,314
Change+14,577 (+11%)
Value$5.8M (+$458.2K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares144,177 from 154,666
Change-10,489 (-7%)
Value$5.7M (-$558.9K)
Filed 2026-10-23
NorthAvenue LLC
DECREASED
Shares142,228 from 142,448
Change-220 (0%)
Value$5.6M (-$139.8K)
Filed 2026-10-29
Modera Wealth Management, LLC
DECREASED
Shares140,569 from 150,245
Change-9,676 (-6%)
Value$5.6M (-$522.5K)
Filed 2026-10-28
Pillar Financial Advisors, LLC
INCREASED
Shares140,311 from 132,817
Change+7,494 (+6%)
Value$5.6M (+$175.5K)
Filed 2026-10-21
Avant Financial Advisors LLC
INCREASED
Shares139,907 from 137,051
Change+2,856 (+2%)
Value$5.6M (-$12.7K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
INCREASED
Shares138,141 from 131,403
Change+6,738 (+5%)
Value$5.5M (+$146.7K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
INCREASED
Shares135,525 from 134,106
Change+1,419 (+1%)
Value$5.4M (-$67.0K)
Filed 2026-10-30
Vista Capital Partners, Inc.
INCREASED
Shares131,410 from 122,904
Change+8,506 (+7%)
Value$5.2M (+$224.8K)
Filed 2026-11-06
Riverchase Wealth Management, LLC
INCREASED
Shares131,146 from 127,302
Change+3,844 (+3%)
Value$5.2M (+$35.6K)
Filed 2026-10-28
Aspen Wealth Management LLC
DECREASED
Shares128,713 from 140,669
Change-11,956 (-8%)
Value$5.1M (-$604.3K)
Filed 2026-10-14
Nuveen, LLC
INCREASED
Shares127,999 from 20,274
Change+107,725 (+531%)
Value$5.1M (+$4.3M)
Filed 2026-11-10
Vise Technologies, Inc.
INCREASED
Shares127,842 from 72,305
Change+55,537 (+77%)
Value$5.1M (+$2.1M)
Filed 2026-10-29
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares126,812 from 128,595
Change-1,783 (-1%)
Value$5.0M (-$189.1K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares125,736 from 120,851
Change+4,885 (+4%)
Value$5.0M (+$82.8K)
Filed 2026-10-13
BetterWealth, LLC
DECREASED
Shares125,715 from 126,772
Change-1,057 (-1%)
Value$5.0M (-$158.6K)
Filed 2026-10-15
Outbound Financial Inc
INCREASED
Shares122,216 from 119,407
Change+2,809 (+2%)
Value$4.9M (+$1.7K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares116,723 from 111,890
Change+4,833 (+4%)
Value$4.6M (+$138.1K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares116,394
Change+116,394
Value$4.6M
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares114,619 from 103,592
Change+11,027 (+11%)
Value$4.6M (+$342.7K)
Filed 2026-10-23
Legacy Financial Group, Inc.
DECREASED
Shares113,665 from 115,280
Change-1,615 (-1%)
Value$4.5M (-$170.2K)
Filed 2026-10-21
Shore Point Advisors, LLC
INCREASED
Shares113,605 from 104,043
Change+9,562 (+9%)
Value$4.5M (+$284.1K)
Filed 2026-10-14
Family Office Research LLC
DECREASED
Shares111,234 from 111,245
Change-11 (0%)
Value$4.4M (-$102.8K)
Filed 2026-10-14
CSP Financial Group, LLC
INCREASED
Shares110,875 from 100,233
Change+10,642 (+11%)
Value$4.4M (+$330.5K)
Filed 2026-10-26
Sowell Financial Services LLC
INCREASED
Shares110,222 from 104,168
Change+6,054 (+6%)
Value$4.4M (+$144.6K)
Filed 2026-10-23
Strategent Financial, LLC
INCREASED
Shares110,070 from 69,490
Change+40,580 (+58%)
Value$4.4M (+$1.5M)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares109,535 from 109,192
Change+343 (+0%)
Value$4.4M (-$86.9K)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
INCREASED
Shares108,091 from 107,440
Change+651 (+1%)
Value$4.3M (-$73.0K)
Filed 2026-11-04
Shearwater Capital LLC
INCREASED
Shares106,343 from 94,261
Change+12,082 (+13%)
Value$4.2M (+$393.2K)
Filed 2026-10-13
RTD Financial Advisors, Inc.
INCREASED
Shares103,857 from 70,103
Change+33,754 (+48%)
Value$4.1M (+$1.3M)
Filed 2026-10-09
Wheels Up Wealth, Inc.
INCREASED
Shares102,636 from 100,926
Change+1,710 (+2%)
Value$4.1M (-$24.9K)
Filed 2026-10-27
JDH Wealth Management, LLC
INCREASED
Shares101,089 from 94,943
Change+6,146 (+6%)
Value$4.0M (+$156.8K)
Filed 2026-10-20
Strengthening Families & Communities, LLC
INCREASED
Shares100,862 from 97,977
Change+2,885 (+3%)
Value$4.0M (+$24.5K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares99,905 from 90,518
Change+9,387 (+10%)
Value$4.0M (+$289.6K)
Filed 2026-10-19
Private Advisory Group LLC
INCREASED
Shares97,705 from 85,847
Change+11,858 (+14%)
Value$3.9M (+$392.0K)
Filed 2026-11-06
Capstone Wealth Management, LLC
INCREASED
Shares97,301 from 94,064
Change+3,237 (+3%)
Value$3.9M (+$42.0K)
Filed 2026-11-02
Heffernan Advisory, Inc
INCREASED
Shares94,472 from 79,564
Change+14,908 (+19%)
Value$3.8M (+$518.9K)
Filed 2026-10-13
Grand Wealth Management, LLC
DECREASED
Shares93,844 from 96,672
Change-2,828 (-3%)
Value$3.7M (-$201.2K)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares92,600 from 80,241
Change+12,359 (+15%)
Value$3.4M (+$366.1K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares92,099 from 94,862
Change-2,763 (-3%)
Value$3.7M (-$197.0K)
Filed 2026-10-16
Waterfront Wealth Inc.
DECREASED
Shares91,535 from 93,367
Change-1,832 (-2%)
Value$3.5M (-$241.8K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares90,821 from 84,658
Change+6,163 (+7%)
Value$3.6M (+$166.9K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares88,305 from 83,714
Change+4,591 (+5%)
Value$3.5M (+$105.3K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares87,620 from 84,159
Change+3,461 (+4%)
Value$3.5M (+$60.0K)
Filed 2026-10-21
Abacus Planning Group, Inc.
INCREASED
Shares86,552 from 73,665
Change+12,887 (+17%)
Value$3.4M (+$444.1K)
Filed 2026-11-02
Abel Hall, LLC
INCREASED
Shares84,033 from 81,302
Change+2,731 (+3%)
Value$3.3M (+$33.7K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
DECREASED
Shares81,444 from 82,727
Change-1,283 (-2%)
Value$3.3M (+$54.5K)
Filed 2026-10-19
Cogent Strategic Wealth LLC
DECREASED
Shares81,267 from 82,305
Change-1,038 (-1%)
Value$3.2M (-$117.0K)
Filed 2026-10-22
Essential Planning, Llc.
INCREASED
Shares80,776 from 68,715
Change+12,061 (+18%)
Value$3.2M (+$415.8K)
Filed 2026-10-21
BluePrint Investing LLC
UNCHANGED
Shares80,300 from 80,300
Change0 (0%)
Value$3.2M (-$73.9K)
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares77,188 from 71,312
Change+5,876 (+8%)
Value$3.1M (+$167.8K)
Filed 2026-10-21
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares77,069 from 77,045
Change+24 (+0%)
Value$3.1M (-$69.9K)
Filed 2026-10-16
Austin Asset Management Co Inc
INCREASED
Shares74,600 from 74,237
Change+363 (+0%)
Value$3.0M (-$53.9K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares73,980 from 72,277
Change+1,703 (+2%)
Value$2.9M (+$1.2K)
Filed 2026-11-04
Austin Wealth Management, LLC
DECREASED
Shares73,822 from 80,187
Change-6,365 (-8%)
Value$2.9M (-$106.8K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED
Shares72,916 from 73,277
Change-361 (0%)
Value$2.9M (-$81.8K)
Filed 2026-10-13
Bdfs Capital LLC
INCREASED
Shares72,053 from 65,341
Change+6,712 (+10%)
Value$2.9M (+$206.5K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares71,283 from 69,225
Change+2,058 (+3%)
Value$2.6K (-$163)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares67,644 from 127,449
Change-59,805 (-47%)
Value$2.7M (-$2.5M)
Filed 2026-11-04
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares64,253 from 64,855
Change-602 (-1%)
Value$2.6M (-$83.6K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares62,635 from 55,404
Change+7,231 (+13%)
Value$2.5M (+$236.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares62,208 from 29,308
Change+32,900 (+112%)
Value$2.5M (+$1.3M)
Filed 2026-11-06
Entrust Financial LLC
DECREASED
Shares61,856 from 64,061
Change-2,205 (-3%)
Value$2.5M (-$146.5K)
Filed 2026-11-04
Elite Life Management LLC
INCREASED
Shares61,474 from 49,089
Change+12,385 (+25%)
Value$2.1M (+$213.3K)
Filed 2026-11-06
Index Fund Advisors, Inc.
INCREASED
Shares61,174 from 54,248
Change+6,926 (+13%)
Value$2.4M (+$225.2K)
Filed 2026-11-05
Warburton Capital Management, LLC
INCREASED
Shares60,476 from 58,475
Change+2,001 (+3%)
Value$2.2M (-$181.3K)
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares58,731 from 59,534
Change-803 (-1%)
Value$2.3M (-$86.6K)
Filed 2026-10-22
Strathmore Capital Advisors, Inc.
INCREASED
Shares58,213 from 44,213
Change+14,000 (+32%)
Value$2.1M (+$341.7K)
Filed 2026-11-09
Indivisible Partners
NEW
Shares58,181
Change+58,181
Value$2.3M
Filed 2026-10-26
Liberty Capital Management, Inc.
INCREASED
Shares57,513 from 56,315
Change+1,198 (+2%)
Value$2.3M (-$4.2K)
Filed 2026-11-02
Nwam LLC
INCREASED
Shares57,314 from 56,756
Change+558 (+1%)
Value$2.3M (-$30.0K)
Filed 2026-11-09
Sprinkle Financial Consultants LLC
INCREASED
Shares57,174 from 54,403
Change+2,771 (+5%)
Value$2.3M (+$59.8K)
Filed 2026-10-09
Breakwater Capital Group
INCREASED
Shares55,631 from 54,889
Change+742 (+1%)
Value$2.2M (-$21.0K)
Filed 2026-10-09
Veratis Advisors, Inc.
INCREASED
Shares55,567 from 52,420
Change+3,147 (+6%)
Value$2.2M (+$76.8K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares55,158 from 53,933
Change+1,225 (+2%)
Value$2.2M (-$955)
Filed 2026-10-29
SAX Wealth Advisors, LLC
DECREASED
Shares54,163 from 78,625
Change-24,462 (-31%)
Value$2.2M (-$565.1K)
Filed 2026-10-13
Selective Wealth Management, Inc.
INCREASED
Shares53,987 from 43,733
Change+10,254 (+23%)
Value$2.1M (+$424.6K)
Filed 2026-10-16
Navigate Wealth Management, LLC
INCREASED
Shares53,975 from 50,112
Change+3,863 (+8%)
Value$2.2M (+$266.8K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares52,730 from 49,743
Change+2,987 (+6%)
Value$2.1M (+$72.8K)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED
Shares52,556 from 69,073
Change-16,517 (-24%)
Value$2.1M (-$719.6K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares51,852 from 51,904
Change-52 (0%)
Value$2.1M (-$49.8K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares50,228 from 50,592
Change-364 (-1%)
Value$2.0M (-$61.0K)
Filed 2026-11-03
Ariadne Wealth Management, LP
INCREASED
Shares48,757 from 45,888
Change+2,869 (+6%)
Value$1.9M (+$71.8K)
Filed 2026-11-06
Entrewealth, LLC
INCREASED
Shares48,682 from 48,677
Change+5 (+0%)
Value$1.9M (+$37.2K)
Filed 2026-10-14
Ballast Financial Advisors LLC
DECREASED
Shares48,494 from 49,952
Change-1,458 (-3%)
Value$1.9M (-$103.9K)
Filed 2026-10-26
Vestment Financial LLC
INCREASED
Shares47,434 from 46,104
Change+1,330 (+3%)
Value$1.9M (+$48.4K)
Filed 2026-10-13
Core Wealth Management, Inc.
DECREASED
Shares47,065 from 47,274
Change-209 (0%)
Value$1.9M (-$51.8K)
Filed 2026-10-22
Torren Management, LLC
DECREASED
Shares46,933 from 47,675
Change-742 (-2%)
Value$1.9M (-$73.3K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
INCREASED
Shares46,329 from 46,276
Change+53 (+0%)
Value$1.8M (-$40.5K)
Filed 2026-10-22
Enzi Wealth
DECREASED
Shares44,039 from 44,059
Change-20 (0%)
Value$1.7M (+$12.9K)
Filed 2026-10-14
KFG LLC
NEW
Shares42,429
Change+42,429
Value$1.7M
Filed 2026-11-02
Meritas Wealth Management, LLC
DECREASED
Shares42,318 from 45,295
Change-2,977 (-7%)
Value$1.7M (-$159.9K)
Filed 2026-10-14
Poinciana Advisors Group, LLC
DECREASED
Shares42,254 from 42,349
Change-95 (0%)
Value$1.7M (-$42.7K)
Filed 2026-11-06
Granville Capital, Inc.
NEW
Shares41,892
Change+41,892
Value$1.7M
Filed 2026-11-05
Canvas Wealth Advisors, LLC
INCREASED
Shares41,852 from 39,760
Change+2,092 (+5%)
Value$1.6M (-$50.6K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares41,103 from 39,108
Change+1,995 (+5%)
Value$1.6M (+$65.3K)
Filed 2026-10-09
Triad Wealth Partners, LLC
DECREASED
Shares40,663 from 67,682
Change-27,019 (-40%)
Value$1.6M (-$964.2K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares38,610 from 21,493
Change+17,117 (+80%)
Value$1.5M (+$660.1K)
Filed 2026-10-22
First Financial Group Corp
INCREASED
Shares38,535 from 37,464
Change+1,071 (+3%)
Value$1.5M (+$8.1K)
Filed 2026-10-22
Gemmer Asset Management LLC
INCREASED
Shares38,378 from 33,592
Change+4,786 (+14%)
Value$1.5M (+$159.2K)
Filed 2026-10-16
Integras Partners LLC
DECREASED
Shares37,851 from 39,289
Change-1,438 (-4%)
Value$1.5M (-$93.3K)
Filed 2026-10-30
Live Oak Private Wealth LLC
INCREASED
Shares35,820 from 32,967
Change+2,853 (+9%)
Value$1.4M (+$83.0K)
Filed 2026-11-02
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares35,788 from 35,788
Change0 (0%)
Value$1.4M (-$32.9K)
Filed 2026-11-02
Two West Capital Advisors LLC
INCREASED
Shares34,722 from 34,164
Change+558 (+2%)
Value$1.4M (+$101.2K)
Filed 2026-10-15
25 LLC
INCREASED
Shares33,914 from 32,857
Change+1,057 (+3%)
Value$1.3M (+$11.7K)
Filed 2026-10-13
Belleair Asset Management, LLC
DECREASED
Shares33,762 from 36,710
Change-2,948 (-8%)
Value$1.3M (-$150.9K)
Filed 2026-11-03
Beacon Financial Advisory LLC
INCREASED
Shares33,365 from 29,719
Change+3,646 (+12%)
Value$1.3M (+$117.5K)
Filed 2026-10-16
Sensenig Capital Advisors, Inc
DECREASED
Shares33,259 from 34,231
Change-972 (-3%)
Value$1.3M (-$70.1K)
Filed 2026-10-23
Bayshore Asset Management, LLC
INCREASED
Shares31,566 from 30,804
Change+762 (+2%)
Value$1.3M (+$348)
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares31,392 from 29,297
Change+2,095 (+7%)
Value$1.2M (+$56.3K)
Filed 2026-10-28
Dala Group, LLC
INCREASED
Shares30,470 from 30,388
Change+82 (+0%)
Value$1.2M (-$24.7K)
Filed 2026-10-29
Great Valley Advisor Group, Inc.
INCREASED
Shares30,370 from 27,764
Change+2,606 (+9%)
Value$1.2M (+$77.2K)
Filed 2026-11-09
Valmark Advisers, Inc.
INCREASED
Shares29,655 from 29,174
Change+481 (+2%)
Value$1.2M (-$7.7K)
Filed 2026-11-06
Five Oceans Advisors
DECREASED
Shares29,561 from 98,255
Change-68,694 (-70%)
Value$1.2M (-$2.8M)
Filed 2026-10-22
Harbour Investments, Inc.
INCREASED
Shares29,362 from 29,173
Change+189 (+1%)
Value$1.2M (-$19.3K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
INCREASED
Shares28,713 from 28,069
Change+644 (+2%)
Value$1.1M (-$231)
Filed 2026-11-06
Firethorn Wealth Partners, LLC
INCREASED
Shares27,942 from 27,775
Change+167 (+1%)
Value$1.1M (-$18.9K)
Filed 2026-10-14
RF&L Wealth Management, LLC
INCREASED
Shares27,937 from 27,447
Change+490 (+2%)
Value$1.1M (-$5.8K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares26,816 from 25,768
Change+1,048 (+4%)
Value$1.1M (+$17.9K)
Filed 2026-10-21
Altiora Financial Group, LLC
DECREASED
Shares26,732 from 26,911
Change-179 (-1%)
Value$1.1M (-$31.9K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares26,720 from 26,724
Change-4 (0%)
Value$1.1M (-$24.8K)
Filed 2026-10-09
Lauterbach Financial Advisors, LLC
INCREASED
Shares26,121 from 24,801
Change+1,320 (+5%)
Value$1.0M (+$29.6K)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares26,057 from 13,032
Change+13,025 (+100%)
Value$1.0M (+$505.4K)
Filed 2026-11-05
Global Financial Private Client, LLC
INCREASED
Shares25,364 from 21,397
Change+3,967 (+19%)
Value$1.0M (+$137.9K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares24,809 from 22,098
Change+2,711 (+12%)
Value$985.4K (+$87.4K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares24,665 from 31,155
Change-6,490 (-21%)
Value$979.7K (-$286.4K)
Filed 2026-10-21
Burney Co/
INCREASED
Shares24,194 from 22,804
Change+1,390 (+6%)
Value$961.0K (+$34.2K)
Filed 2026-10-15
marrick wealth, LLC
DECREASED
Shares23,984 from 24,583
Change-599 (-2%)
Value$952.6K (-$46.4K)
Filed 2026-10-20
Avise Financial Cooperative, Inc.
DECREASED
Shares23,929 from 42,603
Change-18,674 (-44%)
Value$950.5K (-$780.9K)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares23,167 from 17,110
Change+6,057 (+35%)
Value$844.2K (+$148.8K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
INCREASED
Shares22,586 from 16,635
Change+5,951 (+36%)
Value$897.1K (+$221.1K)
Filed 2026-10-20
Blossom Wealth Management
DECREASED
Shares22,381 from 22,508
Change-127 (-1%)
Value$889.0K (-$25.7K)
Filed 2026-11-03
Ridgeline Wealth, LLC
DECREASED
Shares21,830 from 21,883
Change-53 (0%)
Value$861.4K (-$27.9K)
Filed 2026-10-14
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares21,809 from 19,640
Change+2,169 (+11%)
Value$866.3K (+$68.1K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares21,711 from 19,780
Change+1,931 (+10%)
Value$862.4K (+$58.5K)
Filed 2026-11-05
GEM Asset Management, LLC
INCREASED
Shares20,420 from 20,284
Change+136 (+1%)
Value$811.1K (-$13.2K)
Filed 2026-10-13
E6 Portfolios, LLC
INCREASED
Shares19,953 from 18,880
Change+1,073 (+6%)
Value$792.5K (+$25.2K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
INCREASED
Shares19,943 from 19,218
Change+725 (+4%)
Value$792.0K (+$11.0K)
Filed 2026-10-21
Oath Planning, LLC
DECREASED
Shares19,473 from 19,734
Change-261 (-1%)
Value$773.5K (-$28.5K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares19,423 from 16,800
Change+2,623 (+16%)
Value$771.5K (+$88.7K)
Filed 2026-11-03
Andrews, Lucia Wealth Management LLC
INCREASED
Shares19,144 from 17,638
Change+1,506 (+9%)
Value$760.4K (+$43.6K)
Filed 2026-11-02
McCarley & Cook Financial Planners
UNCHANGED
Shares18,968 from 18,968
Change0 (0%)
Value$753.4K (-$17.5K)
Filed 2026-10-21
Opulen Financial Group LLC
INCREASED
Shares18,752 from 18,614
Change+138 (+1%)
Value$744.8K (-$11.6K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares18,481 from 15,343
Change+3,138 (+20%)
Value$734.1K (+$110.6K)
Filed 2026-10-16
Oceanside Advisors LLC
DECREASED
Shares18,056 from 18,058
Change-2 (0%)
Value$717.2K (-$16.7K)
Filed 2026-11-03
Bessemer Group Inc
UNCHANGED
Shares17,353 from 17,353
Change0 (0%)
Value$689.0K (-$16.0K)
Filed 2026-11-09
Astra Wealth Partners LLC
DECREASED
Shares17,313 from 18,025
Change-712 (-4%)
Value$687.7K (-$44.9K)
Filed 2026-11-06
Cogent Private Wealth, Inc.
UNCHANGED
Shares17,204 from 17,204
Change0 (0%)
Value$683.3K (-$15.8K)
Filed 2026-11-06
Gordian Advisors LLC
DECREASED
Shares16,561 from 16,694
Change-133 (-1%)
Value$657.8K (-$20.6K)
Filed 2026-10-30
Garde Capital, Inc.
UNCHANGED
Shares16,265 from 16,265
Change0 (0%)
Value$646.0K (-$15.0K)
Filed 2026-10-29
Seven Mile Advisory
INCREASED
Shares16,208 from 16,129
Change+79 (+0%)
Value$643.8K (-$11.7K)
Filed 2026-10-22
Tortoise Investment Management, LLC
INCREASED
Shares15,960 from 15,956
Change+4 (+0%)
Value$633.9K (-$14.5K)
Filed 2026-11-06
Wealth Management Nebraska
INCREASED
Shares15,927 from 15,776
Change+151 (+1%)
Value$632.6K (-$8.5K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares14,800 from 71,406
Change-56,606 (-79%)
Value$587.8K (-$2.3M)
Filed 2026-10-08
Amicus Financial Advisors, LLC
INCREASED
Shares14,486 from 9,878
Change+4,608 (+47%)
Value$575.4K (+$173.9K)
Filed 2026-11-03
True Wealth Design, LLC
UNCHANGED
Shares14,438 from 14,438
Change0 (0%)
Value$573.5K (-$13.3K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares14,420 from 14,846
Change-426 (-3%)
Value$570.7K (-$19.1K)
Filed 2026-10-13
LAM Group, Inc.
DECREASED
Shares14,305 from 14,310
Change-5 (0%)
Value$568.2K (-$13.4K)
Filed 2026-10-26
Donalies Financial Planning, LLC
INCREASED
Shares13,601 from 12,712
Change+889 (+7%)
Value$540.2K (+$23.6K)
Filed 2026-10-19
Morling Financial Advisors, LLC
UNCHANGED
Shares13,596 from 13,596
Change0 (0%)
Value$540.0K (-$12.5K)
Filed 2026-10-28
Oak Wealth Advisors LLC
NEW
Shares12,876
Change+12,876
Value$511.4K
Filed 2026-11-09
Investmark Advisory Group LLC
NEW
Shares12,748
Change+12,748
Value$506.4K
Filed 2026-10-27
Aurelius Family Office LLC
UNCHANGED
Shares12,376 from 12,376
Change0 (0%)
Value$491.6K (-$11.4K)
Filed 2026-10-23
Fonville Wealth Management LLC
NEW
Shares12,344
Change+12,344
Value$490.3K
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares12,303 from 6,097
Change+6,206 (+102%)
Value$473.2K (+$242.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,303 from 6,097
Change+6,206 (+102%)
Value$473.2K (+$242.4K)
Filed 2026-10-20
McGrath & Associates, Inc.
INCREASED
Shares12,195 from 11,029
Change+1,166 (+11%)
Value$484.4K (+$36.1K)
Filed 2026-10-27
Citizens & Northern Corp
DECREASED
Shares12,122 from 12,833
Change-711 (-6%)
Value$481.5K (-$40.0K)
Filed 2026-11-06
Schulz Wealth, Ltd.
UNCHANGED
Shares11,762 from 11,762
Change0 (0%)
Value$467.2K (-$10.8K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares11,587 from 8,395
Change+3,192 (+38%)
Value$460.2K (+$119.1K)
Filed 2026-10-23
Magnus Financial Group LLC
NEW
Shares11,066
Change+11,066
Value$439.5K
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,864 from 11,886
Change-1,022 (-9%)
Value$431.5K (-$51.5K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
INCREASED
Shares10,863 from 10,799
Change+64 (+1%)
Value$431.5K (-$7.4K)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares10,838 from 9,995
Change+843 (+8%)
Value$430.5K (+$24.3K)
Filed 2026-10-23
Freedom Day Solutions, LLC
INCREASED
Shares10,738 from 6,512
Change+4,226 (+65%)
Value$426.5K (+$161.9K)
Filed 2026-10-20
Tranquility Partners, LLC
INCREASED
Shares10,634 from 5,861
Change+4,773 (+81%)
Value$422.4K (+$184.2K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares10,383 from 10,307
Change+76 (+1%)
Value$412.4K (-$6.5K)
Filed 2026-10-08
Mustard Seed Financial, LLC
DECREASED
Shares10,374 from 11,759
Change-1,385 (-12%)
Value$412.1K (-$65.8K)
Filed 2026-10-30
Signal Advisors Wealth, LLC
DECREASED
Shares9,986 from 10,665
Change-679 (-6%)
Value$396.6K (-$36.8K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares9,776 from 8,603
Change+1,173 (+14%)
Value$388.3K (+$38.7K)
Filed 2026-10-15
Venture Visionary Partners LLC
DECREASED
Shares9,678 from 12,718
Change-3,040 (-24%)
Value$384.4K (-$132.4K)
Filed 2026-10-07
Concord Wealth Partners
INCREASED
Shares9,641 from 1,645
Change+7,996 (+486%)
Value$382.9K (+$316.0K)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares9,541 from 12,203
Change-2,662 (-22%)
Value$379.0K (-$117.0K)
Filed 2026-10-14
Disciplined Equity Management, Inc.
UNCHANGED
Shares9,520 from 9,520
Change0 (0%)
Value$378.1K (-$8.8K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares9,430 from 7,671
Change+1,759 (+23%)
Value$374.6K (+$62.8K)
Filed 2026-11-04
Regions Financial Corp
NEW
Shares9,064
Change+9,064
Value$360.0K
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
DECREASED
Shares8,775 from 9,028
Change-253 (-3%)
Value$348.5K (-$18.3K)
Filed 2026-10-05
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares8,773 from 8,773
Change0 (0%)
Value$348.5K (-$8.1K)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares8,417 from 8,596
Change-179 (-2%)
Value$334.3K (-$15.0K)
Filed 2026-11-06
Naples Global Advisors, LLC
UNCHANGED
Shares8,384 from 8,384
Change0 (0%)
Value$333.0K (-$7.7K)
Filed 2026-11-05
Triune Financial Partners, LLC
NEW
Shares8,205
Change+8,205
Value$325.9K
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares7,681 from 6,192
Change+1,489 (+24%)
Value$305.1K (+$53.4K)
Filed 2026-10-13
Park Edge Advisors, LLC
NEW
Shares7,532
Change+7,532
Value$299.2K
Filed 2026-10-28
Wealthcare Capital Management LLC
NEW
Shares7,350
Change+7,350
Value$291.9K
Filed 2026-10-21
Silver OAK Securities, Incorporated
DECREASED
Shares7,209 from 8,251
Change-1,042 (-13%)
Value$254.0K (-$81.3K)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares7,105 from 7,105
Change0 (0%)
Value$282.2K (-$6.5K)
Filed 2026-10-14
Babb Wealth Advisors LLC
UNCHANGED
Shares6,993 from 6,993
Change0 (0%)
Value$277.8K (-$6.4K)
Filed 2026-10-30
Sunpointe, LLC
INCREASED
Shares6,938 from 6,325
Change+613 (+10%)
Value$275.6K (+$18.5K)
Filed 2026-10-22
Silver OAK Wealth Advisors Services, LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$274.1K (-$6.3K)
Filed 2026-11-09
Maryland Capital Advisors Inc.
INCREASED
Shares6,869 from 6,792
Change+77 (+1%)
Value$272.8K (-$3.2K)
Filed 2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares6,831 from 6,831
Change0 (0%)
Value$260.3K (-$3.3K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares6,779 from 3,875
Change+2,904 (+75%)
Value$269.3K (+$111.8K)
Filed 2026-10-16
Websterrogers Financial Advisors, LLC
INCREASED
Shares6,561 from 6,560
Change+1 (+0%)
Value$260.6K (-$6.0K)
Filed 2026-11-02
TAGStone Capital, Inc.
DECREASED
Shares6,397 from 6,531
Change-134 (-2%)
Value$254.1K (-$11.3K)
Filed 2026-11-09
StoneX Group Inc.
NEW
Shares6,386
Change+6,386
Value$250.1K
Filed 2026-11-03
Summit Wealth Group LLC / Co
UNCHANGED
Shares6,384 from 6,384
Change0 (0%)
Value$253.6K (-$5.9K)
Filed 2026-10-29
Strategic Blueprint, LLC
DECREASED
Shares6,339 from 6,681
Change-342 (-5%)
Value$251.8K (-$19.7K)
Filed 2026-10-22
Stirlingshire Investments, Inc.
INCREASED
Shares6,335 from 5,740
Change+595 (+10%)
Value$251.6K (+$18.3K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares6,282 from 6,282
Change0 (0%)
Value$249.5K (-$5.8K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
UNCHANGED
Shares6,231 from 6,231
Change0 (0%)
Value$247.5K (-$5.7K)
Filed 2026-11-03
MB Generational Wealth, LLC
NEW
Shares6,161
Change+6,161
Value$244.7K
Filed 2026-11-09
VestGen Advisors, LLC
DECREASED
Shares6,090 from 6,427
Change-337 (-5%)
Value$241.9K (-$19.3K)
Filed 2026-10-27
Frankly Finances, LLC
UNCHANGED
Shares5,980 from 5,980
Change0 (0%)
Value$237.5K (-$5.5K)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares5,893 from 5,890
Change+3 (+0%)
Value$234.1K (-$5.3K)
Filed 2026-10-26
Old Peak Finance LLC
INCREASED
Shares5,849 from 5,808
Change+41 (+1%)
Value$232.3K (-$3.7K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
NEW
Shares5,832
Change+5,832
Value$231.6K
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
NEW
Shares5,599
Change+5,599
Value$222.4K
Filed 2026-11-05
Doliver Advisors, LP
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$214.5K (-$5.0K)
Filed 2026-10-01
Greenwood Capital Associates LLC
DECREASED
Shares5,382 from 5,480
Change-98 (-2%)
Value$213.8K (-$8.9K)
Filed 2026-10-27
Prosperity Advisers, LLC
NEW
Shares5,367
Change+5,367
Value$213.2K
Filed 2026-10-28
True North Advisors, LLC
UNCHANGED
Shares5,248 from 5,248
Change0 (0%)
Value$208.5K (-$4.8K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED
Shares5,218 from 5,211
Change+7 (+0%)
Value$207.3K (-$4.5K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
DECREASED
Shares5,100 from 5,511
Change-411 (-7%)
Value$202.6K (-$21.4K)
Filed 2026-10-15
DBK Financial Counsel, LLC
UNCHANGED
Shares5,075 from 5,075
Change0 (0%)
Value$201.6K (-$4.7K)
Filed 2026-10-13
UMB Bank, n.a.
UNCHANGED
Shares4,731 from 4,731
Change0 (0%)
Value$187.9K (-$4.4K)
Filed 2026-11-06
Community Bank, N.A.
INCREASED
Shares4,336 from 2,290
Change+2,046 (+89%)
Value$172.2K (+$79.2K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
DECREASED
Shares4,229 from 5,561
Change-1,332 (-24%)
Value$168.0K (-$58.0K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares4,226 from 789
Change+3,437 (+436%)
Value$167.9K (+$135.8K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares4,130 from 4,112
Change+18 (+0%)
Value$164.0K (-$3.1K)
Filed 2026-10-07
Assetmark, Inc
DECREASED
Shares3,469 from 3,717
Change-248 (-7%)
Value$137.8K (-$13.3K)
Filed 2026-10-21
Fifth Third Bancorp
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$124.3K (-$2.9K)
Filed 2026-11-05
Keystone Financial Group, Inc.
INCREASED
Shares2,745 from 2,725
Change+20 (+1%)
Value$109.0K (-$1.7K)
Filed 2026-10-13
MTM Investment Management, LLC
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$102.4K (-$2.4K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares2,437 from 1,781
Change+656 (+37%)
Value$96.8K (+$24.4K)
Filed 2026-11-06
Ares Financial Consulting, LLC
DECREASED
Shares2,194 from 2,825
Change-631 (-22%)
Value$87.1K (-$27.7K)
Filed 2026-10-19
Stone House Investment Management, LLC
DECREASED
Shares2,142 from 3,001
Change-859 (-29%)
Value$85.1K (-$36.9K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares1,899 from 399
Change+1,500 (+376%)
Value$75.4K (+$59.2K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$75.3K (-$1.7K)
Filed 2026-10-22
Hantz Financial Services, Inc.
INCREASED
Shares1,796 from 469
Change+1,327 (+283%)
Value$71.0K (+$52.0K)
Filed 2026-11-09
AlphaCore Capital LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$55.8K (-$1.3K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
INCREASED
Shares1,143 from 533
Change+610 (+114%)
Value$45.4K (+$23.7K)
Filed 2026-10-22
Kennebec Savings Bank
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$44.7K (-$1.0K)
Filed 2026-10-22
Acumen Wealth Advisors, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$43.5K (-$1.0K)
Filed 2026-11-05
Morton Brown Family Wealth, LLC
DECREASED
Shares1,060 from 1,172
Change-112 (-10%)
Value$42.1K (-$5.5K)
Filed 2026-10-23
BankChampaign, National Association
DECREASED
Shares1,003 from 1,503
Change-500 (-33%)
Value$39.8K (-$21.2K)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
NEW
Shares933
Change+933
Value$37.1K
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$29.0K (-$1.0K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
NEW
Shares886
Change+886
Value$35.2K
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$32.5K (-$753)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares713 from 7,636
Change-6,923 (-91%)
Value$28.3K (-$282.0K)
Filed 2026-10-14
Tower Trust & Investment Co
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$27.0K (-$620)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares525
Change+525
Value$20.9K
Filed 2026-11-03
Elevate Wealth Advisory, Inc
DECREASED
Shares492 from 830
Change-338 (-41%)
Value$19.5K (-$14.2K)
Filed 2026-10-29
RHL Group, LLC
DECREASED
Shares438 from 461
Change-23 (-5%)
Value$17.4K (-$1.5K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares363
Change+363
Value$14.4K
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$12.9K (-$299)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$11.4K (-$264)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares269
Change+269
Value$10.7K
Filed 2026-10-27
Coston, McIsaac & Partners
INCREASED
Shares225 from 223
Change+2 (+1%)
Value$9.0K (-$38)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares203 from 198
Change+5 (+3%)
Value$8.1K (+$16)
Filed 2026-10-08
Godsey & Gibb, Inc
NEW
Shares171
Change+171
Value$6.8K
Filed 2026-10-14
IFG Advisory, LLC
DECREASED
Shares151 from 2,299
Change-2,148 (-93%)
Value$6.0K (-$87.4K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
NEW
Shares146
Change+146
Value$5.8K
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$5.6K (-$129)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$4.0K (-$93)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares85 from 84
Change+1 (+1%)
Value$3.4K (-$53)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares79 from 411
Change-332 (-81%)
Value$3.1K (-$13.6K)
Filed 2026-11-03
US Bancorp \de\
NEW
Shares54
Change+54
Value$2.1K
Filed 2026-11-05
Key Capital Management, Inc
INCREASED
Shares41 from 40
Change+1 (+3%)
Value$1.6K (+$3)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED
Shares31 from 214
Change-183 (-86%)
Value$1.2K (-$7.5K)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (-$27)
Filed 2026-10-19
Rydar Equities, Inc.
NEW
Shares26
Change+26
Value$1.0K
Filed 2026-10-13
Hurley Capital, LLC
DECREASED
Shares22 from 23
Change-1 (-4%)
Value$912 (-$14)
Filed 2026-11-05
Compass Financial Management LLC
NEW
Shares11
Change+11
Value$437
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$40
Filed 2026-10-15
HUB Investment Partners, LLC
CLOSED
Shares0 from 17,794
Change-17,794 (-100%)
Value$0 (-$723.1K)
Filed 2026-11-03
Shepherd Financial Partners LLC
CLOSED
Shares0 from 9,989
Change-9,989 (-100%)
Value$0 (-$406.0K)
Filed 2026-11-03
Freedom Investment Management, Inc.
CLOSED
Shares0 from 8,201
Change-8,201 (-100%)
Value$0 (-$333.3K)
Filed 2026-11-09
LexAurum Advisors, LLC
CLOSED
Shares0 from 5,044
Change-5,044 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 3,832
Change-3,832 (-100%)
Value$0 (-$155.7K)
Filed 2026-10-26
Go Invest LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-09
Quent Capital, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$82)
Filed 2026-11-09
Focus Partners Wealth
N/A
Shares— from 9,899,602
Change-9,899,602 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,824,359
Change-8,824,359 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,299,151
Change-5,299,151 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,964,110
Change-4,964,110 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,333,403
Change-2,333,403 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,777,623
Change-1,777,623 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,476,229
Change-1,476,229 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,467,866
Change-1,467,866 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1,389,339
Change-1,389,339 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,118,058
Change-1,118,058 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,114,346
Change-1,114,346 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,087,715
Change-1,087,715 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,083,236
Change-1,083,236 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,021,198
Change-1,021,198 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 985,390
Change-985,390 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 953,835
Change-953,835 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 947,716
Change-947,716 (-100%)
Value—
Betterment LLC
N/A
Shares— from 933,438
Change-933,438 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 787,822
Change-787,822 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 785,076
Change-785,076 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 763,903
Change-763,903 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 757,737
Change-757,737 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 711,907
Change-711,907 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 685,305
Change-685,305 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 649,273
Change-649,273 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 640,307
Change-640,307 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 638,713
Change-638,713 (-100%)
Value—
Miramar Fiduciary Corp
N/A
Shares— from 610,769
Change-610,769 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 608,711
Change-608,711 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 601,280
Change-601,280 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 571,292
Change-571,292 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 557,707
Change-557,707 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 515,022
Change-515,022 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 478,612
Change-478,612 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 473,286
Change-473,286 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 450,063
Change-450,063 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 373,431
Change-373,431 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 348,442
Change-348,442 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 343,954
Change-343,954 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 341,527
Change-341,527 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 334,391
Change-334,391 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 333,999
Change-333,999 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 324,527
Change-324,527 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 318,724
Change-318,724 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 309,981
Change-309,981 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 305,765
Change-305,765 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 301,960
Change-301,960 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 269,464
Change-269,464 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 250,965
Change-250,965 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 222,657
Change-222,657 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 219,704
Change-219,704 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 217,976
Change-217,976 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 214,986
Change-214,986 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 210,133
Change-210,133 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 198,267
Change-198,267 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 196,011
Change-196,011 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 176,579
Change-176,579 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 175,132
Change-175,132 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 174,184
Change-174,184 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 166,772
Change-166,772 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 165,834
Change-165,834 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 163,825
Change-163,825 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 154,080
Change-154,080 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 147,831
Change-147,831 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 146,226
Change-146,226 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 139,584
Change-139,584 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 128,722
Change-128,722 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 121,426
Change-121,426 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 116,936
Change-116,936 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 105,365
Change-105,365 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 103,029
Change-103,029 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 100,774
Change-100,774 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 95,318
Change-95,318 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 86,470
Change-86,470 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 81,105
Change-81,105 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80,922
Change-80,922 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 80,544
Change-80,544 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 75,333
Change-75,333 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 74,333
Change-74,333 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 72,405
Change-72,405 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 67,472
Change-67,472 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 65,754
Change-65,754 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 64,273
Change-64,273 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 62,805
Change-62,805 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 60,374
Change-60,374 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 59,329
Change-59,329 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 59,186
Change-59,186 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 58,901
Change-58,901 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 58,411
Change-58,411 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 55,200
Change-55,200 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 55,064
Change-55,064 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 54,329
Change-54,329 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 49,313
Change-49,313 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 48,275
Change-48,275 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 47,480
Change-47,480 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 46,550
Change-46,550 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 46,304
Change-46,304 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 45,353
Change-45,353 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,349
Change-43,349 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 43,219
Change-43,219 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 42,235
Change-42,235 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 40,541
Change-40,541 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 39,224
Change-39,224 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 38,881
Change-38,881 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 36,529
Change-36,529 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 36,131
Change-36,131 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 36,016
Change-36,016 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 33,568
Change-33,568 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 32,206
Change-32,206 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,406
Change-31,406 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 31,283
Change-31,283 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 27,930
Change-27,930 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 27,060
Change-27,060 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 26,304
Change-26,304 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 25,499
Change-25,499 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 21,682
Change-21,682 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,170
Change-20,170 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,133
Change-19,133 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,548
Change-18,548 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 18,235
Change-18,235 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 15,868
Change-15,868 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 15,709
Change-15,709 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,959
Change-14,959 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 14,958
Change-14,958 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,252
Change-13,252 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 9,605
Change-9,605 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 789
Change-789 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 546
Change-546 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 110
Change-110 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED15,906,06815,767,639+138,429+1%$640.8M$631.8M-$9.0M2026-10-16
Savant Capital, LLC
DECREASED4,252,9674,375,866-122,899-3%$177.8M$168.9M-$8.9M2026-11-06
HBK Sorce Advisory LLC
INCREASED3,464,4363,354,929+109,507+3%$131.2M$120.2M-$11.0M2026-11-06
HighTower Advisors, LLC
INCREASED3,294,8433,192,252+102,591+3%$129.7M$130.9M+$1.1M2026-11-10
Forvis Mazars Wealth Advisors, LLC
INCREASED3,286,5543,210,847+75,707+2%$130.5M$130.5M+$53.1K2026-10-13
Parcion Private Wealth LLC
DECREASED2,569,3342,602,795-33,461-1%$105.8M$102.1M-$3.7M2026-10-28
Asset Dedication, LLC
INCREASED2,494,6962,462,535+32,161+1%$100.1M$99.1M-$988.1K2026-11-03
Maseco LLP
INCREASED2,346,5272,307,093+39,434+2%$93.8M$93.1M-$649.6K2026-10-27
Greenspring Advisors, LLC
INCREASED2,303,4012,275,109+28,292+1%$92.5M$91.5M-$969.4K2026-11-05
Evensky & Katz LLC
INCREASED2,301,6152,286,699+14,916+1%$92.9M$91.4M-$1.5M2026-10-27
LPL Financial LLC
INCREASED2,265,8452,265,466+379+0%$92.1M$90.0M-$2.1M2026-11-06
Rockwood Wealth Management, LLC
DECREASED2,117,6322,156,982-39,350-2%$87.7M$84.1M-$3.5M2026-10-27
AWM Capital, LLC
INCREASED2,033,6441,907,601+126,043+7%$77.5M$80.8M+$3.3M2026-10-16
RW Investment Management LLC
DECREASED1,945,0261,953,688-8,6620%$79.4M$77.3M-$2.1M2026-11-03
Apella Capital, LLC
INCREASED1,879,9181,666,664+213,254+13%$65.3M$75.6M+$10.3M2026-10-08
Bank of Montreal
INCREASED1,848,9741,792,948+56,026+3%$72.9M$73.4M+$575.9K2026-11-09
Sageworth Trust Co
INCREASED1,790,1991,575,383+214,816+14%$64.0M$71.1M+$7.1M2026-10-30
Symmetry Partners, LLC
DECREASED1,481,6941,487,895-6,2010%$60.5M$58.9M-$1.6M2026-10-27
Plancorp, LLC
INCREASED1,268,6031,191,181+77,422+7%$46.0M$46.2M+$188.8K2026-11-03
Brighton Jones LLC
INCREASED1,223,7001,160,159+63,541+5%$47.1M$48.6M+$1.5M2026-11-03
EnRich Financial Partners LLC
DECREASED1,198,6241,201,493-2,8690%$48.8M$47.6M-$1.2M2026-10-21
Burton Enright Welch
INCREASED1,131,8861,073,188+58,698+5%$43.6M$45.0M+$1.3M2026-11-04
Oakwell Private Wealth Management, LLC
INCREASED1,109,1591,036,887+72,272+7%$42.1M$44.1M+$1.9M2026-11-06
Elser Financial Planning, Inc
INCREASED1,070,2751,038,515+31,760+3%$42.2M$42.5M+$306.1K2026-10-16
Phillips Financial Management, LLC
INCREASED1,048,7961,030,632+18,164+2%$41.9M$41.7M-$226.7K2026-10-19
Willow Creek Wealth Management Inc.
INCREASED1,007,987990,608+17,379+2%$40.3M$40.0M-$221.1K2026-10-26
Seaside Wealth Management, Inc.
INCREASED976,621957,955+18,666+2%$38.9M$38.8M-$139.9K2026-11-09
Kooman & Associates
INCREASED974,962954,934+20,028+2%$38.8M$38.7M-$83.0K2026-10-21
Monograph Wealth Advisors, LLC
INCREASED946,572912,431+34,141+4%$37.1M$37.6M+$516.7K2026-11-09
Leading Edge Financial Planning LLC
INCREASED945,202908,460+36,742+4%$36.9M$37.5M+$623.6K2026-10-23
Choreo, LLC
INCREASED884,580632,244+252,336+40%$25.7M$35.1M+$9.4M2026-10-28
Your Advocates Ltd., LLP
INCREASED841,235837,466+3,769+0%$34.0M$33.4M-$620.8K2026-11-03
First Financial Bank - Trust Division
INCREASED826,431817,938+8,493+1%$33.2M$32.8M-$415.1K2026-10-01
Sensible Money, LLC
INCREASED787,359751,422+35,937+5%$30.5M$31.3M+$736.1K2026-10-20
Peterson Wealth Advisors, LLC
INCREASED762,410721,033+41,377+6%$29.3M$30.3M+$980.2K2026-10-08
Syverson Strege & Co
INCREASED723,152709,279+13,873+2%$28.8M$28.7M-$101.5K2026-11-02
AdvisorNet Financial, Inc
INCREASED716,068700,959+15,109+2%$28.5M$27.8M-$732.2K2026-10-15
DiNuzzo Private Wealth, Inc.
DECREASED705,445716,843-11,398-2%$29.1M$28.0M-$1.1M2026-10-16
Integris Wealth Management, LLC
INCREASED700,141644,883+55,258+9%$26.2M$27.8M+$1.6M2026-10-14
RS Crum Inc.
INCREASED685,692669,821+15,871+2%$27.2M$27.2M+$14.2K2026-10-19
RFG Advisory, LLC
INCREASED679,283602,160+77,123+13%$24.5M$27.0M+$2.5M2026-11-03
Curated Wealth Partners LLC
INCREASED671,148514,473+156,675+30%$20.9M$26.7M+$5.7M2026-10-15
BCR Wealth Strategies, LLC
INCREASED631,114611,157+19,957+3%$24.8M$25.1M+$230.9K2026-11-06
Evanson Financial, LLC
INCREASED605,199599,751+5,448+1%$24.4M$24.0M-$335.4K2026-10-23
Commonwealth Equity Services, LLC
INCREASED604,114594,664+9,450+2%$24.2M$24.0M-$171.7K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED603,087553,073+50,014+9%$22.5M$24.0M+$1.5M2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED598,062591,602+6,460+1%$24.0M$23.8M-$287.7K2026-10-29
Heritage Investment Group, Inc.
INCREASED592,325571,797+20,528+4%$23.2M$23.5M+$289.3K2026-11-03
Stordahl Capital Management, Inc.
DECREASED578,167579,855-1,6880%$23.6M$23.0M-$600.5K2026-10-22
Emprise Bank
INCREASED577,197561,470+15,727+3%$22.8M$22.9M+$108.1K2026-10-07
Private Wealth Management Group, LLC
INCREASED567,328550,557+16,771+3%$22.4M$22.5M+$159.6K2026-10-19
TFO Wealth Partners, LLC
INCREASED566,851336,373+230,478+69%$13.7M$22.5M+$8.8M2026-11-09
Woodward Financial Advisors, Inc.
DECREASED562,444563,555-1,1110%$22.9M$22.3M-$562.6K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED557,312529,512+27,800+5%$21.5M$22.1M+$617.0K2026-10-16
Creative Planning
INCREASED556,595553,746+2,849+1%$22.5M$22.1M-$396.3K2026-11-02
Versant Capital Management, Inc
INCREASED553,200501,593+51,607+10%$20.4M$22.0M+$1.6M2026-10-02
Cambridge Financial Group, LLC
UNCHANGED544,360544,36000%$22.1M$22.1M$02026-10-06
Cambridge Investment Research Advisors, Inc.
DECREASED530,126537,607-7,481-1%$21.8M$21.1M-$791.0K2026-11-02
Conrad Siegel Investment Advisors, Inc.
INCREASED525,349410,244+115,105+28%$16.7M$20.9M+$4.2M2026-10-08
Allworth Financial LP
INCREASED524,117446,846+77,271+17%$18.2M$21.3M+$3.1M2026-11-06
Capstone Capital LLC
INCREASED522,765522,387+378+0%$21.2M$20.8M-$465.6K2026-10-14
Ballentine Capital Advisors, Inc
INCREASED519,491514,824+4,667+1%$20.9M$20.6M-$288.3K2026-10-14
DecisionPoint Financial, LLC
INCREASED517,501474,963+42,538+9%$18.9M$20.6M+$1.7M2026-10-27
Squire Investment Management Company, LLC
INCREASED515,095488,613+26,482+5%$19.9M$20.5M+$602.3K2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED513,968503,491+10,477+2%$20.5M$20.4M-$47.1K2026-10-29
Flagstone Financial Management
INCREASED488,431477,389+11,042+2%$19.4M$19.4M-$6292026-11-05
Equita Financial Network, Inc.
INCREASED482,351463,928+18,423+4%$18.9M$19.2M+$304.9K2026-10-19
Straight Path Wealth Management
INCREASED477,590451,026+26,564+6%$18.3M$19.0M+$640.2K2026-10-23
Trust Co of the South
INCREASED473,064418,165+54,899+13%$17.0M$18.8M+$1.8M2026-10-21
Cardiff Park Advisors, LLC
INCREASED471,699447,960+23,739+5%$18.2M$18.7M+$530.8K2026-11-09
Kondo Wealth Advisors, Inc.
INCREASED466,721464,509+2,212+0%$18.9M$18.5M-$339.5K2026-10-19
Financial Planning Navigators Corp
INCREASED466,682450,591+16,091+4%$18.3M$18.5M+$224.6K2026-10-14
Peirce Capital Management, LLC
INCREASED461,934459,338+2,596+1%$18.7M$18.3M-$319.5K2026-10-19
Sachem Hill LLC
DECREASED459,436495,103-35,667-7%$20.1M$18.2M-$1.9M2026-10-14
Financial Symmetry Inc
INCREASED453,742423,709+30,033+7%$17.2M$18.0M+$803.1K2026-10-06
Verisail Partners, LLC
INCREASED448,031447,325+706+0%$18.2M$17.8M-$383.5K2026-10-19
Fortitude Family Office, LLC
INCREASED444,485302,027+142,458+47%$12.3M$17.7M+$5.4M2026-10-14
Level Financial Advisors
INCREASED438,863404,242+34,621+9%$16.4M$17.4M+$1.0M2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED431,367378,142+53,225+14%$15.4M$17.1M+$1.8M2026-10-14
Factor Wealth Management LTD
DECREASED427,262434,609-7,347-2%$17.7M$17.0M-$691.7K2026-10-08
Hassell Wealth Management, LLC
INCREASED410,571402,620+7,951+2%$15.9M$16.3M+$444.7K2026-10-19
Northwest Wealth Management, LLC
INCREASED403,952376,000+27,952+7%$15.3M$16.0M+$764.3K2026-10-30
Mattern Wealth Management LLC
DECREASED400,035404,466-4,431-1%$16.4M$15.9M-$548.1K2026-11-04
Integrity Advisory Solutions, LLC
INCREASED397,753337,013+60,740+18%$13.7M$15.8M+$2.1M2026-10-29
Aerodigm Wealth, LLC
DECREASED389,931400,452-10,521-3%$16.3M$15.5M-$786.3K2026-10-16
HMV Wealth Advisors, LLC
INCREASED389,804367,572+22,232+6%$14.9M$15.5M+$544.9K2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED389,624373,277+16,347+4%$15.2M$15.5M+$305.9K2026-11-05
Hurlow Wealth Management Group, Inc.
INCREASED379,978359,677+20,301+6%$14.6M$15.1M+$475.4K2026-10-29
Bfsg, LLC
DECREASED377,627380,727-3,100-1%$15.5M$15.0M-$473.4K2026-10-30
Family Wealth Partners, LLC
INCREASED372,553355,940+16,613+5%$14.5M$14.8M+$332.4K2026-10-20
Kaufman Rossin Wealth, LLC
INCREASED366,841362,467+4,374+1%$14.4M$14.6M+$170.1K2026-10-19
BCU Wealth Advisors, LLC
INCREASED364,723324,106+40,617+13%$13.2M$14.5M+$1.3M2026-10-16
Midwest Trust Co
INCREASED363,883345,648+18,235+5%$14.0M$14.5M+$406.3K2026-10-22
Friday Financial
INCREASED362,352297,223+65,129+22%$11.6M$14.4M+$2.8M2026-10-09
Rachor Investment Advisory Services, LLC
INCREASED358,016332,820+25,196+8%$13.5M$14.2M+$694.6K2026-10-29
JGP Wealth Management, LLC
INCREASED357,311350,783+6,528+2%$14.3M$14.2M-$63.4K2026-10-13
New Dimensions Wealth Management, LLC
INCREASED355,331342,272+13,059+4%$13.9M$14.1M+$203.8K2026-11-02
Blume Capital Management, Inc.
INCREASED347,048342,986+4,062+1%$13.9M$13.8M-$154.2K2026-10-26
Burk Holdings LLC
INCREASED335,115321,627+13,488+4%$13.1M$13.3M+$239.8K2026-11-05
Physician Wealth Solutions Inc.
DECREASED329,520337,691-8,171-2%$13.7M$13.1M-$635.2K2026-10-14
JFS Wealth Advisors, LLC
INCREASED319,826308,207+11,619+4%$12.5M$12.7M+$177.9K2026-11-03
Cravens & Co Advisors, LLC
INCREASED318,388316,943+1,445+0%$12.9M$12.6M-$234.2K2026-10-16
Vannoy Advisory Group, Inc.
INCREASED310,592310,398+194+0%$12.6M$12.3M-$277.8K2026-10-13
Truist Financial Corp
DECREASED309,624377,533-67,909-18%$15.3M$12.3M-$3.0M2026-10-30
Mills Wealth Advisors LLC
INCREASED308,302302,690+5,612+2%$12.3M$12.2M-$55.6K2026-10-22
Tilson Financial Group, Inc.
INCREASED306,389285,169+21,220+7%$11.6M$12.2M+$580.5K2026-11-09
One Degree Advisors Inc
INCREASED305,348296,679+8,669+3%$11.8K$12.4M+$12.4M2026-11-06
Timonier Family Office, Ltd.
DECREASED301,709303,637-1,928-1%$12.3M$12.0M-$355.9K2026-11-03
Scratch Capital LLC
INCREASED299,738285,363+14,375+5%$11.6M$11.9M+$308.4K2026-11-02
Watchman Group, Inc.
INCREASED297,852295,106+2,746+1%$12.0M$11.8M-$162.4K2026-10-16
Farther Finance Advisors, LLC
INCREASED289,294128,655+160,639+125%$5.2M$11.5M+$6.3M2026-10-08
Hippocratic Financial Advisors, LLC
INCREASED286,152275,412+10,740+4%$11.2M$11.4M+$173.2K2026-10-13
Krilogy Financial LLC
DECREASED280,523319,992-39,469-12%$13.0M$11.1M-$1.9M2026-10-13
SwitchPoint Financial Planning, LLC
INCREASED276,190270,393+5,797+2%$11.0M$11.0M-$18.5K2026-11-02
Wealth Advisors Northwest LLC
INCREASED274,045256,711+17,334+7%$10.4M$10.9M+$452.3K2026-10-29
United Wealth Management, LLC
INCREASED272,332269,486+2,846+1%$11.0M$10.8M-$134.9K2026-10-30
Lutz Financial Services LLC
INCREASED270,906254,366+16,540+7%$10.3M$10.8M+$423.0K2026-11-06
Integrity Alliance, Llc.
INCREASED270,887261,963+8,924+3%$10.6M$10.8M+$113.4K2026-10-29
BCO Wealth Management LLC
INCREASED270,862262,316+8,546+3%$10.7M$10.8M+$98.1K2026-10-14
Quarry Hill Advisors, LLC
INCREASED268,597244,278+24,319+10%$9.9M$10.7M+$741.2K2026-11-04
XY Planning Network, Inc.
DECREASED266,268269,500-3,232-1%$11.0M$10.6M-$376.3K2026-10-14
Clarity Wealth Development LLC
INCREASED266,017262,588+3,429+1%$10.7M$10.6M-$105.4K2026-10-22
SC&H Financial Advisors, Inc.
INCREASED260,519255,345+5,174+2%$10.4M$10.3M-$29.4K2026-10-14
Bank of New York Mellon Corp
INCREASED260,118258,320+1,798+1%$10.5M$10.3M-$166.2K2026-11-05
Prospect Financial Group LLC
DECREASED257,891297,935-40,044-13%$12.1M$10.2M-$1.9M2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED255,739237,364+18,375+8%$9.6M$10.2M+$511.5K2026-10-14
Financial Harvest, LLC
INCREASED252,524234,716+17,808+8%$9.5M$10.0M+$491.4K2026-10-15
B&D White Capital Company, LLC
UNCHANGED240,097240,09700%$9.8M$9.5M-$220.9K2026-11-02
Porter White Investment Advisors, Inc.
INCREASED238,764119,479+119,285+100%$4.9M$9.5M+$4.6M2026-10-14
Hiley Hunt Wealth Management
INCREASED236,711231,178+5,533+2%$9.4M$9.4M+$7.1K2026-10-08
Beacon Hill Wealth Management Ltd.
INCREASED234,863192,156+42,707+22%$7.8M$9.3M+$1.5M2026-10-21
Studio Investment Management LLC
INCREASED231,061225,022+6,039+3%$9.1M$9.2M+$32.8K2026-10-22
Client 1ST Advisory Group, LLC
DECREASED227,443230,175-2,732-1%$9.4M$9.0M-$320.3K2026-10-19
Gradient Capital Advisors, LLC
INCREASED225,037222,157+2,880+1%$9.0M$8.9M-$90.0K2026-10-21
Pacific Asset Management, LLC
DECREASED221,317221,566-2490%$9.0M$8.8M-$213.7K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED211,220117,393+93,827+80%$4.1M$7.8M+$3.7M2026-10-13
Foundry Financial LLC
INCREASED210,880175,767+35,113+20%$7.1M$8.4M+$1.2M2026-10-16
HBE Wealth Management, LLC
INCREASED208,721203,626+5,095+3%$8.3M$8.3M+$15.0K2026-11-06
Kestra Advisory Services, LLC
INCREASED205,775184,783+20,992+11%$7.5M$8.2M+$663.8K2026-11-02
Tillman Hartley LLC
DECREASED203,677208,018-4,341-2%$8.5M$8.1M-$363.8K2026-11-06
O'Connor Financial Group LLC
INCREASED201,608200,190+1,418+1%$8.1M$8.0M-$127.9K2026-10-26
Park Avenue Securities LLC
INCREASED198,773174,563+24,210+14%$7.1M$7.9M+$801.0K2026-10-26
Klaas Financial Asset Advisors, LLC
DECREASED192,865196,518-3,653-2%$8.0M$7.7M-$325.9K2026-10-19
Vestia Personal Wealth Advisors
INCREASED192,275181,739+10,536+6%$7.4M$7.6M+$254.3K2026-10-20
RCS Financial Planning, LLC
INCREASED185,820155,509+30,311+19%$6.3M$7.4M+$1.1M2026-10-14
Sageworth Trust Co of South Dakota
INCREASED182,129155,277+26,852+17%$6.3M$7.2M+$923.7K2026-10-30
Mission Wealth Management, LP
DECREASED181,599186,267-4,668-3%$7.6M$7.2M-$356.8K2026-10-15
Geneos Wealth Management Inc.
INCREASED181,339173,741+7,598+4%$7.1M$7.2M+$142.0K2026-11-09
Davenport & Co LLC
DECREASED180,086180,353-2670%$7.3M$7.2M-$176.5K2026-10-14
Claris Advisors, LLC / MO /
INCREASED175,793171,254+4,539+3%$7.0M$7.0M+$22.8K2026-11-10
HB Wealth Management, LLC
DECREASED175,593176,573-980-1%$7.2M$7.0M-$201.4K2026-10-23
LifeGuide Financial Advisors, LLC
INCREASED172,713165,470+7,243+4%$6.7M$6.9M+$135.5K2026-10-20
ARK & TLK Investments, LLC
DECREASED172,348179,428-7,080-4%$7.3M$6.8M-$446.3K2026-10-20
KFG Wealth Management, LLC
DECREASED171,300186,481-15,181-8%$7.6M$6.8M-$774.5K2026-10-16
SageOak Financial, LLC
INCREASED165,406163,453+1,953+1%$6.6M$6.6M-$72.8K2026-10-19
Prism Planning Partners LLC
INCREASED162,140148,271+13,869+9%$6.0M$6.4M+$414.5K2026-10-27
Avior Wealth Management, LLC
DECREASED150,516152,960-2,444-2%$6.2M$6.0M-$237.8K2026-10-13
American Capital Advisory, LLC
INCREASED145,891131,314+14,577+11%$5.3M$5.8M+$458.2K2026-10-28
Apollon Wealth Management, LLC
DECREASED144,177154,666-10,489-7%$6.3M$5.7M-$558.9K2026-10-23
NorthAvenue LLC
DECREASED142,228142,448-2200%$5.8M$5.6M-$139.8K2026-10-29
Modera Wealth Management, LLC
DECREASED140,569150,245-9,676-6%$6.1M$5.6M-$522.5K2026-10-28
Pillar Financial Advisors, LLC
INCREASED140,311132,817+7,494+6%$5.4M$5.6M+$175.5K2026-10-21
Avant Financial Advisors LLC
INCREASED139,907137,051+2,856+2%$5.6M$5.6M-$12.7K2026-11-02
CogentBlue Wealth Advisors, LLC
INCREASED138,141131,403+6,738+5%$5.3M$5.5M+$146.7K2026-10-09
TCI Wealth Advisors, Inc.
INCREASED135,525134,106+1,419+1%$5.5M$5.4M-$67.0K2026-10-30
Vista Capital Partners, Inc.
INCREASED131,410122,904+8,506+7%$5.0M$5.2M+$224.8K2026-11-06
Riverchase Wealth Management, LLC
INCREASED131,146127,302+3,844+3%$5.2M$5.2M+$35.6K2026-10-28
Aspen Wealth Management LLC
DECREASED128,713140,669-11,956-8%$5.7M$5.1M-$604.3K2026-10-14
Nuveen, LLC
INCREASED127,99920,274+107,725+531%$823.9K$5.1M+$4.3M2026-11-10
Vise Technologies, Inc.
INCREASED127,84272,305+55,537+77%$2.9M$5.1M+$2.1M2026-10-29
Hutchens & Kramer Investment Management Group, LLC
DECREASED126,812128,595-1,783-1%$5.2M$5.0M-$189.1K2026-10-16
Fiduciary Financial Group, LLC
INCREASED125,736120,851+4,885+4%$4.9M$5.0M+$82.8K2026-10-13
BetterWealth, LLC
DECREASED125,715126,772-1,057-1%$5.2M$5.0M-$158.6K2026-10-15
Outbound Financial Inc
INCREASED122,216119,407+2,809+2%$4.9M$4.9M+$1.7K2026-10-13
Accurate Wealth Management, LLC
INCREASED116,723111,890+4,833+4%$4.5M$4.6M+$138.1K2026-10-20
Thrivent Financial for Lutherans
NEW116,394—+116,394——$4.6M—2026-11-05
Simplicity Wealth,LLC
INCREASED114,619103,592+11,027+11%$4.2M$4.6M+$342.7K2026-10-23
Legacy Financial Group, Inc.
DECREASED113,665115,280-1,615-1%$4.7M$4.5M-$170.2K2026-10-21
Shore Point Advisors, LLC
INCREASED113,605104,043+9,562+9%$4.2M$4.5M+$284.1K2026-10-14
Family Office Research LLC
DECREASED111,234111,245-110%$4.5M$4.4M-$102.8K2026-10-14
CSP Financial Group, LLC
INCREASED110,875100,233+10,642+11%$4.1M$4.4M+$330.5K2026-10-26
Sowell Financial Services LLC
INCREASED110,222104,168+6,054+6%$4.2M$4.4M+$144.6K2026-10-23
Strategent Financial, LLC
INCREASED110,07069,490+40,580+58%$2.8M$4.4M+$1.5M2026-10-30
SJS Investment Consulting Inc.
INCREASED109,535109,192+343+0%$4.4M$4.4M-$86.9K2026-10-26
Kane Co Wealth Management, Inc.
INCREASED108,091107,440+651+1%$4.4M$4.3M-$73.0K2026-11-04
Shearwater Capital LLC
INCREASED106,34394,261+12,082+13%$3.8M$4.2M+$393.2K2026-10-13
RTD Financial Advisors, Inc.
INCREASED103,85770,103+33,754+48%$2.8M$4.1M+$1.3M2026-10-09
Wheels Up Wealth, Inc.
INCREASED102,636100,926+1,710+2%$4.1M$4.1M-$24.9K2026-10-27
JDH Wealth Management, LLC
INCREASED101,08994,943+6,146+6%$3.9M$4.0M+$156.8K2026-10-20
Strengthening Families & Communities, LLC
INCREASED100,86297,977+2,885+3%$4.0M$4.0M+$24.5K2026-10-21
AA Financial Advisors, LLC
INCREASED99,90590,518+9,387+10%$3.7M$4.0M+$289.6K2026-10-19
Private Advisory Group LLC
INCREASED97,70585,847+11,858+14%$3.5M$3.9M+$392.0K2026-11-06
Capstone Wealth Management, LLC
INCREASED97,30194,064+3,237+3%$3.8M$3.9M+$42.0K2026-11-02
Heffernan Advisory, Inc
INCREASED94,47279,564+14,908+19%$3.2M$3.8M+$518.9K2026-10-13
Grand Wealth Management, LLC
DECREASED93,84496,672-2,828-3%$3.9M$3.7M-$201.2K2026-11-09
Chicago Partners Investment Group LLC
INCREASED92,60080,241+12,359+15%$3.1M$3.4M+$366.1K2026-10-27
Signature Resources Capital Management, LLC
DECREASED92,09994,862-2,763-3%$3.9M$3.7M-$197.0K2026-10-16
Waterfront Wealth Inc.
DECREASED91,53593,367-1,832-2%$3.7M$3.5M-$241.8K2026-11-03
Citigroup Inc
INCREASED90,82184,658+6,163+7%$3.4M$3.6M+$166.9K2026-11-04
Jnba Financial Advisors
INCREASED88,30583,714+4,591+5%$3.4M$3.5M+$105.3K2026-11-03
Axxcess Wealth Management, LLC
INCREASED87,62084,159+3,461+4%$3.4M$3.5M+$60.0K2026-10-21
Abacus Planning Group, Inc.
INCREASED86,55273,665+12,887+17%$3.0M$3.4M+$444.1K2026-11-02
Abel Hall, LLC
INCREASED84,03381,302+2,731+3%$3.3M$3.3M+$33.7K2026-10-19
CFS Investment Advisory Services, LLC
DECREASED81,44482,727-1,283-2%$3.3M$3.3M+$54.5K2026-10-19
Cogent Strategic Wealth LLC
DECREASED81,26782,305-1,038-1%$3.3M$3.2M-$117.0K2026-10-22
Essential Planning, Llc.
INCREASED80,77668,715+12,061+18%$2.8M$3.2M+$415.8K2026-10-21
BluePrint Investing LLC
UNCHANGED80,30080,30000%$3.3M$3.2M-$73.9K2026-10-14
Root Financial Partners, LLC
INCREASED77,18871,312+5,876+8%$2.9M$3.1M+$167.8K2026-10-21
ShankerValleau Wealth Advisors, Inc.
INCREASED77,06977,045+24+0%$3.1M$3.1M-$69.9K2026-10-16
Austin Asset Management Co Inc
INCREASED74,60074,237+363+0%$3.0M$3.0M-$53.9K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED73,98072,277+1,703+2%$2.9M$2.9M+$1.2K2026-11-04
Austin Wealth Management, LLC
DECREASED73,82280,187-6,365-8%$3.0M$2.9M-$106.8K2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED72,91673,277-3610%$3.0M$2.9M-$81.8K2026-10-13
Bdfs Capital LLC
INCREASED72,05365,341+6,712+10%$2.7M$2.9M+$206.5K2026-10-14
M Holdings Securities, Inc.
INCREASED71,28369,225+2,058+3%$2.8K$2.6K-$1632026-11-03
Visionary Wealth Advisors
DECREASED67,644127,449-59,805-47%$5.2M$2.7M-$2.5M2026-11-04
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED64,25364,855-602-1%$2.6M$2.6M-$83.6K2026-11-03
Merit Financial Group, LLC
INCREASED62,63555,404+7,231+13%$2.3M$2.5M+$236.2K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED62,20829,308+32,900+112%$1.2M$2.5M+$1.3M2026-11-06
Entrust Financial LLC
DECREASED61,85664,061-2,205-3%$2.6M$2.5M-$146.5K2026-11-04
Elite Life Management LLC
INCREASED61,47449,089+12,385+25%$1.9M$2.1M+$213.3K2026-11-06
Index Fund Advisors, Inc.
INCREASED61,17454,248+6,926+13%$2.2M$2.4M+$225.2K2026-11-05
Warburton Capital Management, LLC
INCREASED60,47658,475+2,001+3%$2.4M$2.2M-$181.3K2026-11-06
Perigon Wealth Management, LLC
DECREASED58,73159,534-803-1%$2.4M$2.3M-$86.6K2026-10-22
Strathmore Capital Advisors, Inc.
INCREASED58,21344,213+14,000+32%$1.7M$2.1M+$341.7K2026-11-09
Indivisible Partners
NEW58,181—+58,181——$2.3M—2026-10-26
Liberty Capital Management, Inc.
INCREASED57,51356,315+1,198+2%$2.3M$2.3M-$4.2K2026-11-02
Nwam LLC
INCREASED57,31456,756+558+1%$2.3M$2.3M-$30.0K2026-11-09
Sprinkle Financial Consultants LLC
INCREASED57,17454,403+2,771+5%$2.2M$2.3M+$59.8K2026-10-09
Breakwater Capital Group
INCREASED55,63154,889+742+1%$2.2M$2.2M-$21.0K2026-10-09
Veratis Advisors, Inc.
INCREASED55,56752,420+3,147+6%$2.1M$2.2M+$76.8K2026-11-03
Security Financial Services, Inc.
INCREASED55,15853,933+1,225+2%$2.2M$2.2M-$9552026-10-29
SAX Wealth Advisors, LLC
DECREASED54,16378,625-24,462-31%$2.7M$2.2M-$565.1K2026-10-13
Selective Wealth Management, Inc.
INCREASED53,98743,733+10,254+23%$1.7M$2.1M+$424.6K2026-10-16
Navigate Wealth Management, LLC
INCREASED53,97550,112+3,863+8%$1.9M$2.2M+$266.8K2026-10-14
Lodestone Wealth Management LLC
INCREASED52,73049,743+2,987+6%$2.0M$2.1M+$72.8K2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED52,55669,073-16,517-24%$2.8M$2.1M-$719.6K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED51,85251,904-520%$2.1M$2.1M-$49.8K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED50,22850,592-364-1%$2.1M$2.0M-$61.0K2026-11-03
Ariadne Wealth Management, LP
INCREASED48,75745,888+2,869+6%$1.9M$1.9M+$71.8K2026-11-06
Entrewealth, LLC
INCREASED48,68248,677+5+0%$1.9M$1.9M+$37.2K2026-10-14
Ballast Financial Advisors LLC
DECREASED48,49449,952-1,458-3%$2.0M$1.9M-$103.9K2026-10-26
Vestment Financial LLC
INCREASED47,43446,104+1,330+3%$1.8M$1.9M+$48.4K2026-10-13
Core Wealth Management, Inc.
DECREASED47,06547,274-2090%$1.9M$1.9M-$51.8K2026-10-22
Torren Management, LLC
DECREASED46,93347,675-742-2%$1.9M$1.9M-$73.3K2026-10-29
Approach Retirement Advisors, LLC
INCREASED46,32946,276+53+0%$1.9M$1.8M-$40.5K2026-10-22
Enzi Wealth
DECREASED44,03944,059-200%$1.7M$1.7M+$12.9K2026-10-14
KFG LLC
NEW42,429—+42,429——$1.7M—2026-11-02
Meritas Wealth Management, LLC
DECREASED42,31845,295-2,977-7%$1.8M$1.7M-$159.9K2026-10-14
Poinciana Advisors Group, LLC
DECREASED42,25442,349-950%$1.7M$1.7M-$42.7K2026-11-06
Granville Capital, Inc.
NEW41,892—+41,892——$1.7M—2026-11-05
Canvas Wealth Advisors, LLC
INCREASED41,85239,760+2,092+5%$1.6M$1.6M-$50.6K2026-11-02
Wedmont Private Capital
INCREASED41,10339,108+1,995+5%$1.6M$1.6M+$65.3K2026-10-09
Triad Wealth Partners, LLC
DECREASED40,66367,682-27,019-40%$2.6M$1.6M-$964.2K2026-10-26
Brookstone Capital Management
INCREASED38,61021,493+17,117+80%$873.5K$1.5M+$660.1K2026-10-22
First Financial Group Corp
INCREASED38,53537,464+1,071+3%$1.5M$1.5M+$8.1K2026-10-22
Gemmer Asset Management LLC
INCREASED38,37833,592+4,786+14%$1.4M$1.5M+$159.2K2026-10-16
Integras Partners LLC
DECREASED37,85139,289-1,438-4%$1.6M$1.5M-$93.3K2026-10-30
Live Oak Private Wealth LLC
INCREASED35,82032,967+2,853+9%$1.3M$1.4M+$83.0K2026-11-02
RED Lighthouse Investment Management, LLC
UNCHANGED35,78835,78800%$1.5M$1.4M-$32.9K2026-11-02
Two West Capital Advisors LLC
INCREASED34,72234,164+558+2%$1.3M$1.4M+$101.2K2026-10-15
25 LLC
INCREASED33,91432,857+1,057+3%$1.3M$1.3M+$11.7K2026-10-13
Belleair Asset Management, LLC
DECREASED33,76236,710-2,948-8%$1.5M$1.3M-$150.9K2026-11-03
Beacon Financial Advisory LLC
INCREASED33,36529,719+3,646+12%$1.2M$1.3M+$117.5K2026-10-16
Sensenig Capital Advisors, Inc
DECREASED33,25934,231-972-3%$1.4M$1.3M-$70.1K2026-10-23
Bayshore Asset Management, LLC
INCREASED31,56630,804+762+2%$1.3M$1.3M+$3482026-11-03
Clear Creek Financial Management, LLC
INCREASED31,39229,297+2,095+7%$1.2M$1.2M+$56.3K2026-10-28
Dala Group, LLC
INCREASED30,47030,388+82+0%$1.2M$1.2M-$24.7K2026-10-29
Great Valley Advisor Group, Inc.
INCREASED30,37027,764+2,606+9%$1.1M$1.2M+$77.2K2026-11-09
Valmark Advisers, Inc.
INCREASED29,65529,174+481+2%$1.2M$1.2M-$7.7K2026-11-06
Five Oceans Advisors
DECREASED29,56198,255-68,694-70%$4.0M$1.2M-$2.8M2026-10-22
Harbour Investments, Inc.
INCREASED29,36229,173+189+1%$1.2M$1.2M-$19.3K2026-11-09
Werba Rubin Papier Wealth Management
INCREASED28,71328,069+644+2%$1.1M$1.1M-$2312026-11-06
Firethorn Wealth Partners, LLC
INCREASED27,94227,775+167+1%$1.1M$1.1M-$18.9K2026-10-14
RF&L Wealth Management, LLC
INCREASED27,93727,447+490+2%$1.1M$1.1M-$5.8K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED26,81625,768+1,048+4%$1.0M$1.1M+$17.9K2026-10-21
Altiora Financial Group, LLC
DECREASED26,73226,911-179-1%$1.1M$1.1M-$31.9K2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED26,72026,724-40%$1.1M$1.1M-$24.8K2026-10-09
Lauterbach Financial Advisors, LLC
INCREASED26,12124,801+1,320+5%$1.0M$1.0M+$29.6K2026-10-21
Florida Trust Wealth Management Co
INCREASED26,05713,032+13,025+100%$529.6K$1.0M+$505.4K2026-11-05
Global Financial Private Client, LLC
INCREASED25,36421,397+3,967+19%$869.6K$1.0M+$137.9K2026-10-15
Signaturefd, LLC
INCREASED24,80922,098+2,711+12%$898.0K$985.4K+$87.4K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED24,66531,155-6,490-21%$1.3M$979.7K-$286.4K2026-10-21
Burney Co/
INCREASED24,19422,804+1,390+6%$926.8K$961.0K+$34.2K2026-10-15
marrick wealth, LLC
DECREASED23,98424,583-599-2%$999.1K$952.6K-$46.4K2026-10-20
Avise Financial Cooperative, Inc.
DECREASED23,92942,603-18,674-44%$1.7M$950.5K-$780.9K2026-11-09
Prospera Financial Services Inc
INCREASED23,16717,110+6,057+35%$695.3K$844.2K+$148.8K2026-11-04
Tred Avon Family Wealth, LLC
INCREASED22,58616,635+5,951+36%$676.0K$897.1K+$221.1K2026-10-20
Blossom Wealth Management
DECREASED22,38122,508-127-1%$914.7K$889.0K-$25.7K2026-11-03
Ridgeline Wealth, LLC
DECREASED21,83021,883-530%$889.3K$861.4K-$27.9K2026-10-14
Higgins & Schmidt Wealth Strategies LLC
INCREASED21,80919,640+2,169+11%$798.2K$866.3K+$68.1K2026-10-26
Joel Isaacson & Co., LLC
INCREASED21,71119,780+1,931+10%$803.8K$862.4K+$58.5K2026-11-05
GEM Asset Management, LLC
INCREASED20,42020,284+136+1%$824.3K$811.1K-$13.2K2026-10-13
E6 Portfolios, LLC
INCREASED19,95318,880+1,073+6%$767.3K$792.5K+$25.2K2026-10-26
USAdvisors Wealth Management, LLC
INCREASED19,94319,218+725+4%$781.0K$792.0K+$11.0K2026-10-21
Oath Planning, LLC
DECREASED19,47319,734-261-1%$802.0K$773.5K-$28.5K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED19,42316,800+2,623+16%$682.8K$771.5K+$88.7K2026-11-03
Andrews, Lucia Wealth Management LLC
INCREASED19,14417,638+1,506+9%$716.8K$760.4K+$43.6K2026-11-02
McCarley & Cook Financial Planners
UNCHANGED18,96818,96800%$770.9K$753.4K-$17.5K2026-10-21
Opulen Financial Group LLC
INCREASED18,75218,614+138+1%$756.5K$744.8K-$11.6K2026-10-22
Quad-Cities Investment Group, LLC
INCREASED18,48115,343+3,138+20%$623.5K$734.1K+$110.6K2026-10-16
Oceanside Advisors LLC
DECREASED18,05618,058-20%$733.9K$717.2K-$16.7K2026-11-03
Bessemer Group Inc
UNCHANGED17,35317,35300%$705.0K$689.0K-$16.0K2026-11-09
Astra Wealth Partners LLC
DECREASED17,31318,025-712-4%$732.5K$687.7K-$44.9K2026-11-06
Cogent Private Wealth, Inc.
UNCHANGED17,20417,20400%$699.2K$683.3K-$15.8K2026-11-06
Gordian Advisors LLC
DECREASED16,56116,694-133-1%$678.4K$657.8K-$20.6K2026-10-30
Garde Capital, Inc.
UNCHANGED16,26516,26500%$661.0K$646.0K-$15.0K2026-10-29
Seven Mile Advisory
INCREASED16,20816,129+79+0%$655.5K$643.8K-$11.7K2026-10-22
Tortoise Investment Management, LLC
INCREASED15,96015,956+4+0%$648.5K$633.9K-$14.5K2026-11-06
Wealth Management Nebraska
INCREASED15,92715,776+151+1%$641.1K$632.6K-$8.5K2026-10-26
Valeo Financial Advisors, LLC
DECREASED14,80071,406-56,606-79%$2.9M$587.8K-$2.3M2026-10-08
Amicus Financial Advisors, LLC
INCREASED14,4869,878+4,608+47%$401.4K$575.4K+$173.9K2026-11-03
True Wealth Design, LLC
UNCHANGED14,43814,43800%$586.8K$573.5K-$13.3K2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED14,42014,846-426-3%$589.8K$570.7K-$19.1K2026-10-13
LAM Group, Inc.
DECREASED14,30514,310-50%$581.6K$568.2K-$13.4K2026-10-26
Donalies Financial Planning, LLC
INCREASED13,60112,712+889+7%$516.6K$540.2K+$23.6K2026-10-19
Morling Financial Advisors, LLC
UNCHANGED13,59613,59600%$552.5K$540.0K-$12.5K2026-10-28
Oak Wealth Advisors LLC
NEW12,876—+12,876——$511.4K—2026-11-09
Investmark Advisory Group LLC
NEW12,748—+12,748——$506.4K—2026-10-27
Aurelius Family Office LLC
UNCHANGED12,37612,37600%$503.0K$491.6K-$11.4K2026-10-23
Fonville Wealth Management LLC
NEW12,344—+12,344——$490.3K—2026-10-28
Diversify Wealth Management, LLC
INCREASED12,3036,097+6,206+102%$230.8K$473.2K+$242.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED12,3036,097+6,206+102%$230.8K$473.2K+$242.4K2026-10-20
McGrath & Associates, Inc.
INCREASED12,19511,029+1,166+11%$448.2K$484.4K+$36.1K2026-10-27
Citizens & Northern Corp
DECREASED12,12212,833-711-6%$521.5K$481.5K-$40.0K2026-11-06
Schulz Wealth, Ltd.
UNCHANGED11,76211,76200%$478.0K$467.2K-$10.8K2026-11-03
Apollon Financial, LLC
INCREASED11,5878,395+3,192+38%$341.2K$460.2K+$119.1K2026-10-23
Magnus Financial Group LLC
NEW11,066—+11,066——$439.5K—2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED10,86411,886-1,022-9%$483.0K$431.5K-$51.5K2026-10-20
Tcfg Investment Advisors, LLC
INCREASED10,86310,799+64+1%$438.9K$431.5K-$7.4K2026-10-20
Compass Ion Advisors, LLC
INCREASED10,8389,995+843+8%$406.2K$430.5K+$24.3K2026-10-23
Freedom Day Solutions, LLC
INCREASED10,7386,512+4,226+65%$264.6K$426.5K+$161.9K2026-10-20
Tranquility Partners, LLC
INCREASED10,6345,861+4,773+81%$238.2K$422.4K+$184.2K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED10,38310,307+76+1%$418.9K$412.4K-$6.5K2026-10-08
Mustard Seed Financial, LLC
DECREASED10,37411,759-1,385-12%$477.9K$412.1K-$65.8K2026-10-30
Signal Advisors Wealth, LLC
DECREASED9,98610,665-679-6%$433.4K$396.6K-$36.8K2026-10-13
Riverbend Wealth Management, LLC
INCREASED9,7768,603+1,173+14%$349.6K$388.3K+$38.7K2026-10-15
Venture Visionary Partners LLC
DECREASED9,67812,718-3,040-24%$516.9K$384.4K-$132.4K2026-10-07
Concord Wealth Partners
INCREASED9,6411,645+7,996+486%$66.9K$382.9K+$316.0K2026-11-02
Boyce & Associates Wealth Consulting, Inc.
DECREASED9,54112,203-2,662-22%$495.9K$379.0K-$117.0K2026-10-14
Disciplined Equity Management, Inc.
UNCHANGED9,5209,52000%$386.9K$378.1K-$8.8K2026-10-14
Facet Wealth, Inc.
INCREASED9,4307,671+1,759+23%$311.7K$374.6K+$62.8K2026-11-04
Regions Financial Corp
NEW9,064—+9,064——$360.0K—2026-11-05
Baker Tilly Wealth Management, LLC
DECREASED8,7759,028-253-3%$366.9K$348.5K-$18.3K2026-10-05
Tandemgrowth Financial Advisors LLC
UNCHANGED8,7738,77300%$356.5K$348.5K-$8.1K2026-11-05
Clearstead Advisors, LLC
DECREASED8,4178,596-179-2%$349.3K$334.3K-$15.0K2026-11-06
Naples Global Advisors, LLC
UNCHANGED8,3848,38400%$340.7K$333.0K-$7.7K2026-11-05
Triune Financial Partners, LLC
NEW8,205—+8,205——$325.9K—2026-11-03
Omni 360 Wealth, Inc.
INCREASED7,6816,192+1,489+24%$251.6K$305.1K+$53.4K2026-10-13
Park Edge Advisors, LLC
NEW7,532—+7,532——$299.2K—2026-10-28
Wealthcare Capital Management LLC
NEW7,350—+7,350——$291.9K—2026-10-21
Silver OAK Securities, Incorporated
DECREASED7,2098,251-1,042-13%$335.3K$254.0K-$81.3K2026-11-09
Patriot Financial Group Insurance Agency, LLC
UNCHANGED7,1057,10500%$288.8K$282.2K-$6.5K2026-10-14
Babb Wealth Advisors LLC
UNCHANGED6,9936,99300%$284.2K$277.8K-$6.4K2026-10-30
Sunpointe, LLC
INCREASED6,9386,325+613+10%$257.0K$275.6K+$18.5K2026-10-22
Silver OAK Wealth Advisors Services, LLC
UNCHANGED6,9006,90000%$280.4K$274.1K-$6.3K2026-11-09
Maryland Capital Advisors Inc.
INCREASED6,8696,792+77+1%$276.0K$272.8K-$3.2K2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED6,8316,83100%$263.6K$260.3K-$3.3K2026-10-21
IFP Advisors, Inc
INCREASED6,7793,875+2,904+75%$157.5K$269.3K+$111.8K2026-10-16
Websterrogers Financial Advisors, LLC
INCREASED6,5616,560+1+0%$266.6K$260.6K-$6.0K2026-11-02
TAGStone Capital, Inc.
DECREASED6,3976,531-134-2%$265.4K$254.1K-$11.3K2026-11-09
StoneX Group Inc.
NEW6,386—+6,386——$250.1K—2026-11-03
Summit Wealth Group LLC / Co
UNCHANGED6,3846,38400%$259.4K$253.6K-$5.9K2026-10-29
Strategic Blueprint, LLC
DECREASED6,3396,681-342-5%$271.5K$251.8K-$19.7K2026-10-22
Stirlingshire Investments, Inc.
INCREASED6,3355,740+595+10%$233.3K$251.6K+$18.3K2026-11-05
Private Trust Co NA
UNCHANGED6,2826,28200%$255.3K$249.5K-$5.8K2026-10-20
Quantum Financial Advisors, LLC
UNCHANGED6,2316,23100%$253.2K$247.5K-$5.7K2026-11-03
MB Generational Wealth, LLC
NEW6,161—+6,161——$244.7K—2026-11-09
VestGen Advisors, LLC
DECREASED6,0906,427-337-5%$261.2K$241.9K-$19.3K2026-10-27
Frankly Finances, LLC
UNCHANGED5,9805,98000%$243.0K$237.5K-$5.5K2026-10-28
SYM Financial Corp
INCREASED5,8935,890+3+0%$239.4K$234.1K-$5.3K2026-10-26
Old Peak Finance LLC
INCREASED5,8495,808+41+1%$236.0K$232.3K-$3.7K2026-11-02
Bedel Financial Consulting, Inc.
NEW5,832—+5,832——$231.6K—2026-11-06
Mesirow Financial Investment Management, Inc.
NEW5,599—+5,599——$222.4K—2026-11-05
Doliver Advisors, LP
UNCHANGED5,4005,40000%$219.5K$214.5K-$5.0K2026-10-01
Greenwood Capital Associates LLC
DECREASED5,3825,480-98-2%$222.7K$213.8K-$8.9K2026-10-27
Prosperity Advisers, LLC
NEW5,367—+5,367——$213.2K—2026-10-28
True North Advisors, LLC
UNCHANGED5,2485,24800%$213.3K$208.5K-$4.8K2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED5,2185,211+7+0%$211.8K$207.3K-$4.5K2026-10-26
Hoxton Planning & Management, LLC
DECREASED5,1005,511-411-7%$224.0K$202.6K-$21.4K2026-10-15
DBK Financial Counsel, LLC
UNCHANGED5,0755,07500%$206.2K$201.6K-$4.7K2026-10-13
UMB Bank, n.a.
UNCHANGED4,7314,73100%$192.3K$187.9K-$4.4K2026-11-06
Community Bank, N.A.
INCREASED4,3362,290+2,046+89%$93.0K$172.2K+$79.2K2026-11-06
Physician Wealth Advisors, Inc.
DECREASED4,2295,561-1,332-24%$226.0K$168.0K-$58.0K2026-10-20
Spire Wealth Management
INCREASED4,226789+3,437+436%$32.1K$167.9K+$135.8K2026-10-30
Elevation Wealth Partners, LLC
INCREASED4,1304,112+18+0%$167.1K$164.0K-$3.1K2026-10-07
Assetmark, Inc
DECREASED3,4693,717-248-7%$151.1K$137.8K-$13.3K2026-10-21
Fifth Third Bancorp
UNCHANGED3,1303,13000%$127.2K$124.3K-$2.9K2026-11-05
Keystone Financial Group, Inc.
INCREASED2,7452,725+20+1%$110.8K$109.0K-$1.7K2026-10-13
MTM Investment Management, LLC
UNCHANGED2,5772,57700%$104.7K$102.4K-$2.4K2026-10-30
PNC Financial Services Group, Inc.
INCREASED2,4371,781+656+37%$72.4K$96.8K+$24.4K2026-11-06
Ares Financial Consulting, LLC
DECREASED2,1942,825-631-22%$114.8K$87.1K-$27.7K2026-10-19
Stone House Investment Management, LLC
DECREASED2,1423,001-859-29%$122.0K$85.1K-$36.9K2026-10-23
Parkside Financial Bank & Trust
INCREASED1,899399+1,500+376%$16.2K$75.4K+$59.2K2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED1,8971,89700%$77.1K$75.3K-$1.7K2026-10-22
Hantz Financial Services, Inc.
INCREASED1,796469+1,327+283%$19.0K$71.0K+$52.0K2026-11-09
AlphaCore Capital LLC
UNCHANGED1,4051,40500%$57.1K$55.8K-$1.3K2026-11-04
Washington Trust Advisors, Inc.
INCREASED1,143533+610+114%$21.7K$45.4K+$23.7K2026-10-22
Kennebec Savings Bank
UNCHANGED1,1251,12500%$45.7K$44.7K-$1.0K2026-10-22
Acumen Wealth Advisors, LLC
UNCHANGED1,0941,09400%$44.5K$43.5K-$1.0K2026-11-05
Morton Brown Family Wealth, LLC
DECREASED1,0601,172-112-10%$47.6K$42.1K-$5.5K2026-10-23
BankChampaign, National Association
DECREASED1,0031,503-500-33%$61.1K$39.8K-$21.2K2026-10-19
Birchwood Financial Partners, Inc.
NEW933—+933——$37.1K—2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED91791700%$30.0K$29.0K-$1.0K2026-11-04
Prudent Man Investment Management, Inc.
NEW886—+886——$35.2K—2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED81981900%$33.3K$32.5K-$7532026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7137,636-6,923-91%$310.3K$28.3K-$282.0K2026-10-14
Tower Trust & Investment Co
UNCHANGED68168100%$27.7K$27.0K-$6202026-10-28
Ascentis Independent Advisors
NEW525—+525——$20.9K—2026-11-03
Elevate Wealth Advisory, Inc
DECREASED492830-338-41%$33.7K$19.5K-$14.2K2026-10-29
RHL Group, LLC
DECREASED438461-23-5%$18.9K$17.4K-$1.5K2026-11-04
Nova Financial LLC
NEW363—+363——$14.4K—2026-11-04
Larson Financial Group LLC
UNCHANGED32532500%$13.2K$12.9K-$2992026-11-05
Gables Capital Management Inc.
UNCHANGED28728700%$11.7K$11.4K-$2642026-11-04
Balance Wealth Partners LLC
NEW269—+269——$10.7K—2026-10-27
Coston, McIsaac & Partners
INCREASED225223+2+1%$9.0K$9.0K-$382026-11-06
CoreCap Advisors, LLC
INCREASED203198+5+3%$8.0K$8.1K+$162026-10-08
Godsey & Gibb, Inc
NEW171—+171——$6.8K—2026-10-14
IFG Advisory, LLC
DECREASED1512,299-2,148-93%$93.4K$6.0K-$87.4K2026-11-09
Cherry Tree Wealth Management, LLC
NEW146—+146——$5.8K—2026-10-15
Archer Investment Corp
UNCHANGED14014000%$5.7K$5.6K-$1292026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED10110100%$4.1K$4.0K-$932026-11-05
Buck Wealth Strategies, LLC
INCREASED8584+1+1%$3.4K$3.4K-$532026-10-28
Parallel Advisors, LLC
DECREASED79411-332-81%$16.7K$3.1K-$13.6K2026-11-03
US Bancorp \de\
NEW54—+54——$2.1K—2026-11-05
Key Capital Management, Inc
INCREASED4140+1+3%$1.6K$1.6K+$32026-11-03
Bay Harbor Wealth Management, LLC
DECREASED31214-183-86%$8.7K$1.2K-$7.5K2026-11-03
Global Trust Asset Management, LLC
UNCHANGED303000%$1.2K$1.2K-$272026-10-19
Rydar Equities, Inc.
NEW26—+26——$1.0K—2026-10-13
Hurley Capital, LLC
DECREASED2223-1-4%$926$912-$142026-11-05
Compass Financial Management LLC
NEW11—+11——$437—2026-10-30
Blue Trust, Inc.
NEW1—+1——$40—2026-10-15
HUB Investment Partners, LLC
CLOSED017,794-17,794-100%$723.1K$0-$723.1K2026-11-03
Shepherd Financial Partners LLC
CLOSED09,989-9,989-100%$406.0K$0-$406.0K2026-11-03
Freedom Investment Management, Inc.
CLOSED08,201-8,201-100%$333.3K$0-$333.3K2026-11-09
LexAurum Advisors, LLC
CLOSED05,044-5,044-100%$205.0K$0-$205.0K2026-10-19
Vermillion Wealth Management, Inc.
CLOSED03,832-3,832-100%$155.7K$0-$155.7K2026-10-26
Go Invest LLC
CLOSED0300-300-100%$12.2K$0-$12.2K2026-10-09
Quent Capital, LLC
CLOSED02-2-100%$82$0-$822026-11-09
Focus Partners Wealth
N/A—9,899,602-9,899,602-100%$402.3M———
Focus Partners Advisor Solutions, LLC
N/A—8,824,359-8,824,359-100%$358.6M———
Sequoia Financial Advisors, LLC
N/A—5,299,151-5,299,151-100%$215.4M———
Truepoint, Inc.
N/A—4,964,110-4,964,110-100%$201.7M———
JMG Financial Group, Ltd.
N/A—2,333,403-2,333,403-100%$94.8M———
Beacon Pointe Advisors, LLC
N/A—1,777,623-1,777,623-100%$72.2M———
Mariner, LLC
N/A—1,476,229-1,476,229-100%$60.0M———
Envestnet Asset Management Inc
N/A—1,467,866-1,467,866-100%$59.7M———
Hill Investment Group Partners, LLC
N/A—1,389,339-1,389,339-100%$56.5M———
Mosaic Family Wealth Partners, LLC
N/A—1,118,058-1,118,058-100%$45.4M———
OneDigital Investment Advisors LLC
N/A—1,114,346-1,114,346-100%$45.3M———
Great OAK Capital Partners, LLC
N/A—1,087,715-1,087,715-100%$42.0M———
Mercer Global Advisors Inc
N/A—1,083,236-1,083,236-100%$44.0M———
Rather & Kittrell, Inc.
N/A—1,021,198-1,021,198-100%$41.5M———
Rockbridge Investment Management, LCC
N/A—985,390-985,390-100%$40.0M———
Northern Trust Corp
N/A—953,835-953,835-100%$38.8M———
Old Mission Capital LLC
N/A—947,716-947,716-100%$38.5M———
Betterment LLC
N/A—933,438-933,438-100%$37.9M———
Vestmark Advisory Solutions, Inc.
N/A—787,822-787,822-100%$32.0M———
Bank of America Corp
N/A—785,076-785,076-100%$31.9M———
Financial Plan, Inc.
N/A—763,903-763,903-100%$31.0M———
Peapack Gladstone Financial Corp
N/A—757,737-757,737-100%$30.8M———
Stratos Investment Management, LLC
N/A—711,907-711,907-100%$28.9M———
Financial Engines Advisors L.L.C.
N/A—685,305-685,305-100%$27.9M———
KEB Asset Management, LLC
N/A—649,273-649,273-100%$26.4M———
Tencap Wealth Coaching, LLC
N/A—640,307-640,307-100%$26.1M———
Eaton-Cambridge Inc.
N/A—638,713-638,713-100%$26.0M———
Miramar Fiduciary Corp
N/A—610,769-610,769-100%$24.8M———
Goldman Sachs Group Inc
N/A—608,711-608,711-100%$24.7M———
Premier Financial Group
N/A—601,280-601,280-100%$24.4M———
Northwestern Mutual Wealth Management Co
N/A—571,292-571,292-100%$23.2M———
Aspen Capital Management, LLC
N/A—557,707-557,707-100%$22.7M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—515,022-515,022-100%$20.9M———
Arax Advisory Partners
N/A—478,612-478,612-100%$19.5M———
von Borstel & Associates, Inc.
N/A—473,286-473,286-100%$19.2M———
Planning Center, Inc.
N/A—450,063-450,063-100%$18.3M———
Glenmede Trust Co NA
N/A—373,431-373,431-100%$15.2M———
Susquehanna International Group, LLP
N/A—348,442-348,442-100%$14.2M———
NewEdge Advisors, LLC
N/A—343,954-343,954-100%$14.0M———
Raymond James Financial Inc
N/A—341,527-341,527-100%$13.9M———
Integrated Wealth Concepts LLC
N/A—334,391-334,391-100%$13.6M———
Jackson Thornton Wealth Management, LLC
N/A—333,999-333,999-100%$13.6M———
Causey Wealth LLC
N/A—324,527-324,527-100%$13.2M———
Osaic Holdings, Inc.
N/A—318,724-318,724-100%$13.0M———
Foundations Investment Advisors, LLC
N/A—309,981-309,981-100%$12.6M———
HTG Investment Advisors, Inc.
N/A—305,765-305,765-100%$12.4M———
Ruedi Wealth Management, Inc.
N/A—301,960-301,960-100%$12.3M———
American Investment Services, Inc.
N/A—269,464-269,464-100%$11.0M———
Bridge Generations Wealth Management LLC
N/A—250,965-250,965-100%$10.2M———
Keyvantage Wealth, LLC
N/A—222,657-222,657-100%$9.0M———
Orion Porfolio Solutions, LLC
N/A—219,704-219,704-100%$8.9M———
Passive Capital Management, Llc.
N/A—217,976-217,976-100%$7.2M———
Liberty Wealth Management LLC
N/A—214,986-214,986-100%$7.4M———
MML Investors Services, LLC
N/A—210,133-210,133-100%$8.5M———
Parkwoods Wealth Partners, LLC
N/A—198,267-198,267-100%$8.1M———
E-Wealth Partners, LLC
N/A—196,011-196,011-100%$8.0M———
Longview Financial Advisors LLC
N/A—176,579-176,579-100%$7.2M———
AQR Capital Management LLC
N/A—175,132-175,132-100%$7.1M———
Vantage Point Financial LLC
N/A—174,184-174,184-100%$7.1M———
Arcadia Wealth Management, Inc.
N/A—166,772-166,772-100%$6.8M———
Vistica Wealth Advisors, LLC
N/A—165,834-165,834-100%$6.7M———
Cloud Capital Management, LLC
N/A—163,825-163,825-100%$6.7M———
JPMorgan Chase & Co
N/A—154,080-154,080-100%$6.2M———
Modern Wealth Management, LLC
N/A—147,831-147,831-100%$6.0M———
EP Wealth Advisors, LLC
N/A—146,226-146,226-100%$5.9M———
Professional Financial Solutions LLC
N/A—139,584-139,584-100%$5.7M———
UBS Asset Management Americas LLC
N/A—128,722-128,722-100%$5.2M———
Jane Street Group, LLC
N/A—121,426-121,426-100%$4.9M———
Rehmann Capital Advisory Group
N/A—116,936-116,936-100%$4.8M———
Platform Wealth Management, LLC
N/A—105,365-105,365-100%$4.3M———
Captrust Financial Advisors
N/A—103,029-103,029-100%$4.2M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—100,774-100,774-100%$4.1M———
Rialto Wealth Management, LLC
N/A—95,318-95,318-100%$3.9M———
Morgan Stanley
N/A—86,470-86,470-100%$3.5M———
Bridgewater Advisors Inc.
N/A—81,105-81,105-100%$3.1M———
Royal Bank of Canada
N/A—80,922-80,922-100%$3.3M———
Jones Financial Companies Lllp
N/A—80,544-80,544-100%$3.2M———
Shufro Rose & Co LLC
N/A—75,333-75,333-100%$3.1M———
Advisory Services Network, LLC
N/A—74,333-74,333-100%$3.0M———
Moneta Group Investment Advisors LLC
N/A—72,405-72,405-100%$2.9M———
Dopkins Wealth Management, LLC
N/A—67,472-67,472-100%$2.7M———
PW Advisors, LLC \ FL
N/A—65,754-65,754-100%$2.7M———
Waverly Advisors, LLC
N/A—64,273-64,273-100%$2.6M———
WorthPointe, LLC
N/A—62,805-62,805-100%$2.6M———
Smartleaf Asset Management LLC
N/A—60,374-60,374-100%$2.4M———
Nalls Sherbakoff Group, LLC
N/A—59,329-59,329-100%$2.4M———
Cerity Partners LLC
N/A—59,186-59,186-100%$2.4M———
VeraBank, N.A.
N/A—58,901-58,901-100%$2.4M———
Fiduciary Financial Advisors
N/A—58,411-58,411-100%$2.4M———
Pinney & Scofield, Inc.
N/A—55,200-55,200-100%$2.2M———
Savvy Advisors, Inc.
N/A—55,064-55,064-100%$2.2M———
Financial Alternatives, Inc
N/A—54,329-54,329-100%$2.2M———
FMB Wealth Management
N/A—49,313-49,313-100%$2.0M———
Applied Capital LLC
N/A—48,275-48,275-100%$2.0M———
Citadel Advisors LLC
N/A—47,480-47,480-100%$1.9M———
Brown Advisory Inc
N/A—46,550-46,550-100%$1.9M———
UP Strategic Wealth Investment Advisors LLC
N/A—46,304-46,304-100%$1.8M———
AssuredPartners Investment Advisors, LLC
N/A—45,353-45,353-100%$1.8M———
UBS Group AG
N/A—43,349-43,349-100%$1.8M———
Empire Financial Management Company, LLC
N/A—43,219-43,219-100%$1.8M———
Aegis Wealth Management LLC
N/A—42,235-42,235-100%$1.7M———
Wells Fargo & Company
N/A—40,541-40,541-100%$1.6M———
Quantinno Capital Management LP
N/A—39,224-39,224-100%$1.6M———
Corus Family Wealth Advisors
N/A—38,881-38,881-100%$1.6M———
Summit Financial, LLC
N/A—36,529-36,529-100%$1.5M———
GeoWealth Management, LLC
N/A—36,131-36,131-100%$1.5M———
TRU Independence Asset Management 2, LLC
N/A—36,016-36,016-100%$1.5M———
RB Capital Management, LLC
N/A—33,568-33,568-100%$1.4M———
SageView Advisory Group, LLC
N/A—32,206-32,206-100%$1.3M———
CreativeOne Wealth, LLC
N/A—31,406-31,406-100%$1.3M———
Morris Financial Concepts, Inc.
N/A—31,283-31,283-100%$1.3M———
Daner Wealth Management, LLC
N/A—27,930-27,930-100%$1.1M———
Sterling Wealth Advisors Inc
N/A—27,060-27,060-100%$1.1M———
Wealthspire Advisors, LLC
N/A—26,304-26,304-100%$1.1M———
Mission Hills Financial Advisory, LLC
N/A—25,499-25,499-100%$1.0M———
Disciplined Investments, LLC
N/A—21,682-21,682-100%$881.2K———
Rockefeller Capital Management L.P.
N/A—20,170-20,170-100%$819.7K———
Arkadios Wealth Advisors
N/A—19,133-19,133-100%$777.6K———
FMR LLC
N/A—18,548-18,548-100%$753.8K———
Chico Wealth RIA
N/A—18,235-18,235-100%$741.1K———
Cetera Investment Advisers
N/A—16,960-16,960-100%$689.2K———
Equitable Holdings, Inc.
N/A—16,392-16,392-100%$666.2K———
Essex Financial Services, Inc.
N/A—15,868-15,868-100%$644.9K———
Geometric Wealth Advisors
N/A—15,709-15,709-100%$638.4K———
Caprock Group, LLC
N/A—14,959-14,959-100%$607.9K———
Flputnam Investment Management Co
N/A—14,958-14,958-100%$607.9K———
Drucker Wealth 3.0, LLC
N/A—14,010-14,010-100%$569.3K———
Johnson Investment Counsel Inc
N/A—13,864-13,864-100%$563.4K———
Xcelsior Advisor Partners LLC
N/A—13,725-13,725-100%$557.8K———
IF Advisors, LLC
N/A—13,525-13,525-100%$549.7K———
Fortis Capital Management LLC
N/A—13,252-13,252-100%$538.6K———
Stratos Wealth Partners, Ltd.
N/A—12,912-12,912-100%$524.8K———
Pure Financial Advisors, LLC
N/A—12,251-12,251-100%$497.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,684-11,684-100%$474.8K———
Pathstone Holdings, LLC
N/A—11,596-11,596-100%$471.3K———
Cresset Asset Management, LLC
N/A—11,483-11,483-100%$466.7K———
MAI Capital Management
N/A—11,047-11,047-100%$449.0K———
Lifeworks Advisors, LLC
N/A—10,547-10,547-100%$428.6K———
Cascade Financial Partners, LLC
N/A—10,500-10,500-100%$426.7K———
Cahill Financial Advisors Inc
N/A—9,605-9,605-100%$390.4K———
Calton & Associates, Inc.
N/A—8,793-8,793-100%$357.3K———
Colonial Trust Co / SC
N/A—8,542-8,542-100%$347.1K———
Stifel Financial Corp
N/A—8,534-8,534-100%$346.8K———
Wealthspire Retirement, LLC
N/A—7,874-7,874-100%$307.7K———
Inspire Advisors, LLC
N/A—7,684-7,684-100%$312.3K———
Foster & Motley Inc
N/A—7,332-7,332-100%$298.0K———
Private Advisor Group, LLC
N/A—7,294-7,294-100%$296.4K———
Gladstone Institutional Advisory LLC
N/A—6,766-6,766-100%$275.0K———
Hanover Advisors Inc
N/A—6,590-6,590-100%$267.8K———
C M Bidwell & Associates LTD
N/A—6,497-6,497-100%$264.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,204-6,204-100%$252.1K———
Forefront Wealth Partners, LLC
N/A—6,188-6,188-100%$251.5K———
World Investment Advisors
N/A—6,040-6,040-100%$217.2K———
Zhang Financial LLC
N/A—5,917-5,917-100%$240.5K———
Baird Financial Group, Inc.
N/A—5,661-5,661-100%$230.1K———
Stratos Wealth Advisors, LLC
N/A—5,606-5,606-100%$227.9K———
AE Wealth Management LLC
N/A—5,347-5,347-100%$217.3K———
Smith, Moore & Co.
N/A—5,160-5,160-100%$209.7K———
Broadhurst Jeffrey B
N/A—5,138-5,138-100%$208.8K———
Fidelis Capital Partners, LLC
N/A—5,133-5,133-100%$208.6K———
WPWealth LLP
N/A—5,098-5,098-100%$207.2K———
Capital Group Private Client Services, Inc.
N/A—5,030-5,030-100%$204.4K———
Advyzon Investment Management, LLC
N/A—5,026-5,026-100%$204.3K———
Vance Wealth, LLC
N/A—4,976-4,976-100%$202.2K———
Keating Financial Advisory Services, Inc.
N/A—4,655-4,655-100%$189.2K———
Millstone Evans Group, LLC
N/A—4,503-4,503-100%$183.0K———
Rogco, LP
N/A—3,887-3,887-100%$158.0K———
Topsail Wealth Management, LLC
N/A—3,262-3,262-100%$132.6K———
O'shaughnessy Asset Management, LLC
N/A—2,676-2,676-100%$108.8K———
Forum Finance Group S.A.
N/A—2,669-2,669-100%$88———
Steward Partners Investment Advisory, LLC
N/A—2,649-2,649-100%$107.7K———
WealthCollab, LLC
N/A—2,601-2,601-100%$105.7K———
Atlantic Union Bankshares Corp
N/A—2,378-2,378-100%$96.6K———
Franklin Resources Inc
N/A—2,120-2,120-100%$86.2K———
Crewe Advisors LLC
N/A—2,084-2,084-100%$84.7K———
Aptus Capital Advisors, LLC
N/A—1,691-1,691-100%$68.7K———
Vanguard Advisers Inc
N/A—1,268-1,268-100%$51.5K———
Capital Analysts, LLC
N/A—1,266-1,266-100%$51.0K———
Howe & Rusling Inc
N/A—789-789-100%$32.1K———
Brown Brothers Harriman & Co
N/A—546-546-100%$22.2K———
Medallion Wealth Advisors, LLC
N/A—504-504-100%$20.5K———
Strategic Wealth Partners, Ltd.
N/A—357-357-100%$14.5K———
Strategic Investment Solutions, Inc.
N/A—229-229-100%$9.3K———
LRI Investments, LLC
N/A—149-149-100%$6.1K———
Integrity Financial Corp
N/A—110-110-100%$4.5K———
ST Germain D J Co Inc
N/A—1-1-100%$24———
Cambient Family Office, LLC
N/A—1-1-100%$41———
Showing 626 of 626 institutions