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Dimensional International Co (DFIC)

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
Shares16,693,558 from 16,467,379
Change+226,179 (+1%)
Value$627.8M (+$14.3M)
Filed 2026-10-16
Evensky & Katz LLC
INCREASED
Shares6,184,354 from 6,091,469
Change+92,885 (+2%)
Value$232.6M (+$5.6M)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares5,071,742 from 4,772,870
Change+298,872 (+6%)
Value$189.4M (+$10.1M)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares4,558,200 from 4,494,230
Change+63,970 (+1%)
Value$171.4M (+$4.0M)
Filed 2026-11-05
Plancorp, LLC
INCREASED
Shares4,268,771 from 3,901,958
Change+366,813 (+9%)
Value$160.0M (+$14.5M)
Filed 2026-11-03
RW Investment Management LLC
DECREASED
Shares4,196,787 from 4,217,089
Change-20,302 (0%)
Value$157.8M (+$712.4K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares4,185,208 from 3,963,122
Change+222,086 (+6%)
Value$157.4M (+$9.7M)
Filed 2026-11-06
Summit Financial Strategies, Inc.
INCREASED
Shares4,044,958 from 3,967,115
Change+77,843 (+2%)
Value$152.1M (+$4.3M)
Filed 2026-10-14
AWM Capital, LLC
INCREASED
Shares3,770,822 from 3,639,850
Change+130,972 (+4%)
Value$141.8M (+$6.2M)
Filed 2026-10-16
Maseco LLP
INCREASED
Shares3,759,654 from 3,391,403
Change+368,251 (+11%)
Value$141.4M (+$15.2M)
Filed 2026-10-27
Cannon Financial Strategists, Inc.
INCREASED
Shares3,632,545 from 3,603,650
Change+28,895 (+1%)
Value$136.6M (+$2.3M)
Filed 2026-10-19
Sageworth Trust Co
INCREASED
Shares3,355,681 from 3,184,052
Change+171,629 (+5%)
Value$126.2M (+$7.6M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares3,254,319 from 3,132,068
Change+122,251 (+4%)
Value$122.4M (+$5.7M)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares3,115,639 from 2,957,764
Change+157,875 (+5%)
Value$117.2M (+$7.0M)
Filed 2026-10-26
Symmetry Partners, LLC
INCREASED
Shares3,002,638 from 2,983,850
Change+18,788 (+1%)
Value$112.9M (+$1.8M)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares2,969,717 from 2,662,339
Change+307,378 (+12%)
Value$111.7M (+$12.5M)
Filed 2026-10-16
Asset Dedication, LLC
INCREASED
Shares2,637,835 from 2,461,908
Change+175,927 (+7%)
Value$99.2M (+$7.5M)
Filed 2026-11-03
Phillips Financial Management, LLC
INCREASED
Shares2,543,893 from 2,464,885
Change+79,008 (+3%)
Value$95.7M (+$3.8M)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares2,342,361 from 2,222,157
Change+120,204 (+5%)
Value$88.1M (+$5.3M)
Filed 2026-11-03
Bernicke Wealth Management, Ltd.
INCREASED
Shares2,299,488 from 2,226,505
Change+72,983 (+3%)
Value$86.5M (+$3.5M)
Filed 2026-11-06
Elser Financial Planning, Inc
INCREASED
Shares2,282,383 from 2,207,216
Change+75,167 (+3%)
Value$85.8M (+$3.6M)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares2,224,939 from 1,673,458
Change+551,481 (+33%)
Value$83.7M (+$21.3M)
Filed 2026-11-06
Leading Edge Financial Planning LLC
INCREASED
Shares2,220,664 from 2,149,853
Change+70,811 (+3%)
Value$83.5M (+$3.4M)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares2,215,625 from 2,234,347
Change-18,722 (-1%)
Value$83.3M (+$77.9K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares2,213,198 from 2,069,299
Change+143,899 (+7%)
Value$83.2M (+$6.1M)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
INCREASED
Shares2,069,828 from 1,976,543
Change+93,285 (+5%)
Value$77.8M (+$4.2M)
Filed 2026-10-28
Syverson Strege & Co
INCREASED
Shares2,061,898 from 2,037,905
Change+23,993 (+1%)
Value$77.5M (+$1.6M)
Filed 2026-11-02
Catalyst Capital Advisors LLC
INCREASED
Shares1,799,770 from 1,627,486
Change+172,284 (+11%)
Value$67.7M (+$7.0M)
Filed 2026-11-02
Millburn Ridgefield LLC
INCREASED
Shares1,799,770 from 1,627,486
Change+172,284 (+11%)
Value$67.7M (+$7.0M)
Filed 2026-11-06
Rockwood Wealth Management, LLC
DECREASED
Shares1,752,275 from 1,772,707
Change-20,432 (-1%)
Value$65.9M (-$148.0K)
Filed 2026-10-27
TFO Wealth Partners, LLC
INCREASED
Shares1,750,235 from 1,020,265
Change+729,970 (+72%)
Value$65.8M (+$27.8M)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares1,731,401 from 1,583,340
Change+148,061 (+9%)
Value$64.5M (+$5.7M)
Filed 2026-10-27
Aspen Wealth Management LLC
INCREASED
Shares1,640,569 from 1,520,708
Change+119,861 (+8%)
Value$61.7M (+$5.0M)
Filed 2026-10-14
Kooman & Associates
INCREASED
Shares1,581,981 from 1,536,506
Change+45,475 (+3%)
Value$59.5M (+$2.2M)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,405,022 from 1,387,635
Change+17,387 (+1%)
Value$52.8M (+$1.1M)
Filed 2026-10-16
Stordahl Capital Management, Inc.
DECREASED
Shares1,395,457 from 1,396,977
Change-1,520 (0%)
Value$52.5M (+$431.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares1,340,505 from 1,107,907
Change+232,598 (+21%)
Value$50.4M (+$9.1M)
Filed 2026-11-02
Burton Enright Welch
INCREASED
Shares1,320,627 from 1,238,480
Change+82,147 (+7%)
Value$49.7M (+$3.5M)
Filed 2026-11-04
Verisail Partners, LLC
INCREASED
Shares1,289,248 from 1,277,289
Change+11,959 (+1%)
Value$48.5M (+$896.8K)
Filed 2026-10-19
Your Advocates Ltd., LLP
INCREASED
Shares1,253,646 from 1,233,817
Change+19,829 (+2%)
Value$47.1M (+$1.2M)
Filed 2026-11-03
RS Crum Inc.
INCREASED
Shares1,243,303 from 1,215,184
Change+28,119 (+2%)
Value$46.8M (+$1.5M)
Filed 2026-10-19
Hill Island Financial LLC
INCREASED
Shares1,237,834 from 1,139,283
Change+98,551 (+9%)
Value$46.6M (+$4.1M)
Filed 2026-10-20
One Degree Advisors Inc
INCREASED
Shares1,219,862 from 1,184,642
Change+35,220 (+3%)
Value$46.1M (+$2.0M)
Filed 2026-11-06
Alpha Financial Advisors, LLC
INCREASED
Shares1,219,532 from 1,186,703
Change+32,829 (+3%)
Value$45.9M (+$1.7M)
Filed 2026-11-09
BCU Wealth Advisors, LLC
INCREASED
Shares1,199,623 from 1,124,264
Change+75,359 (+7%)
Value$45.1M (+$3.2M)
Filed 2026-10-16
Trust Co of the South
INCREASED
Shares1,189,405 from 1,065,016
Change+124,389 (+12%)
Value$44.7M (+$5.1M)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares1,179,963 from 1,161,091
Change+18,872 (+2%)
Value$44.1M (+$856.6K)
Filed 2026-10-15
Burney Co/
INCREASED
Shares1,163,254 from 1,049,563
Change+113,691 (+11%)
Value$43.7M (+$4.6M)
Filed 2026-10-15
EnRich Financial Partners LLC
INCREASED
Shares1,157,803 from 1,146,900
Change+10,903 (+1%)
Value$43.5M (+$811.5K)
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares1,152,052 from 1,136,103
Change+15,949 (+1%)
Value$43.3M (+$997.5K)
Filed 2026-10-13
ARK & TLK Investments, LLC
INCREASED
Shares1,133,799 from 1,074,334
Change+59,465 (+6%)
Value$42.6M (+$2.6M)
Filed 2026-10-20
Straight Path Wealth Management
INCREASED
Shares1,123,968 from 1,061,732
Change+62,236 (+6%)
Value$42.3M (+$2.7M)
Filed 2026-10-23
Tassel Capital Management, Inc.
INCREASED
Shares1,094,312 from 1,051,521
Change+42,791 (+4%)
Value$41.2M (+$2.0M)
Filed 2026-10-20
Capstone Capital LLC
INCREASED
Shares1,081,750 from 1,065,523
Change+16,227 (+2%)
Value$40.7M (+$983.2K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares1,046,555 from 226,432
Change+820,123 (+362%)
Value$39.4M (+$30.9M)
Filed 2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,035,071 from 1,051,864
Change-16,793 (-2%)
Value$38.9M (-$263.4K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
INCREASED
Shares1,027,001 from 1,008,819
Change+18,182 (+2%)
Value$38.6M (+$1.0M)
Filed 2026-10-14
Mattern Wealth Management LLC
INCREASED
Shares1,026,450 from 1,021,560
Change+4,890 (+0%)
Value$38.6M (+$541.5K)
Filed 2026-11-04
United Wealth Management, LLC
INCREASED
Shares999,317 from 986,763
Change+12,554 (+1%)
Value$37.6M (+$817.5K)
Filed 2026-10-30
Integrity Advisory Solutions, LLC
INCREASED
Shares991,537 from 876,402
Change+115,135 (+13%)
Value$37.3M (+$4.6M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares927,953 from 906,068
Change+21,885 (+2%)
Value$34.9M (+$1.1M)
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
INCREASED
Shares923,856 from 818,259
Change+105,597 (+13%)
Value$34.7M (+$4.3M)
Filed 2026-10-09
Pinnacle Financial Group, LLC / IL
DECREASED
Shares919,933 from 929,846
Change-9,913 (-1%)
Value$34.6M (-$47.4K)
Filed 2026-10-29
Hurlow Wealth Management Group, Inc.
INCREASED
Shares912,579 from 853,239
Change+59,340 (+7%)
Value$34.3M (+$2.5M)
Filed 2026-10-29
Quantum Financial Planning Services, Inc.
INCREASED
Shares908,706 from 850,171
Change+58,535 (+7%)
Value$34.2M (+$2.5M)
Filed 2026-10-14
Freedom Investment Management, Inc.
INCREASED
Shares883,829 from 875,410
Change+8,419 (+1%)
Value$33.2M (+$623.0K)
Filed 2026-11-09
Acorn Creek Capital LLC
INCREASED
Shares882,660 from 879,322
Change+3,338 (+0%)
Value$33.2M (+$433.3K)
Filed 2026-11-05
Lutz Financial Services LLC
INCREASED
Shares880,042 from 833,294
Change+46,748 (+6%)
Value$33.1M (+$2.0M)
Filed 2026-11-06
Sensible Money, LLC
INCREASED
Shares851,822 from 760,816
Change+91,006 (+12%)
Value$32.0M (+$3.7M)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares839,005 from 832,574
Change+6,431 (+1%)
Value$31.6M (+$533.3K)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
INCREASED
Shares838,365 from 827,571
Change+10,794 (+1%)
Value$31.5M (+$695.6K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares832,922 from 1,635,060
Change-802,138 (-49%)
Value$31.3M (-$29.6M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares828,193 from 502,954
Change+325,239 (+65%)
Value$31.1M (+$12.4M)
Filed 2026-10-08
Evanson Financial, LLC
INCREASED
Shares807,658 from 805,048
Change+2,610 (+0%)
Value$30.4M (+$379.9K)
Filed 2026-10-23
SwitchPoint Financial Planning, LLC
INCREASED
Shares790,161 from 765,837
Change+24,324 (+3%)
Value$29.7M (+$1.2M)
Filed 2026-11-02
Woodward Financial Advisors, Inc.
INCREASED
Shares788,347 from 769,245
Change+19,102 (+2%)
Value$29.6M (+$987.7K)
Filed 2026-10-19
Krilogy Financial LLC
DECREASED
Shares726,875 from 820,801
Change-93,926 (-11%)
Value$27.2M (-$3.3M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares725,405 from 685,786
Change+39,619 (+6%)
Value$27.3M (+$1.7M)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares722,462 from 722,462
Change0 (0%)
Value$26.9M ($0)
Filed 2026-10-06
JFS Wealth Advisors, LLC
INCREASED
Shares714,075 from 680,153
Change+33,922 (+5%)
Value$26.9M (+$1.5M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares706,621 from 660,692
Change+45,929 (+7%)
Value$26.4M (+$1.8M)
Filed 2026-10-27
Discipline Wealth Solutions, LLC
DECREASED
Shares698,673 from 725,663
Change-26,990 (-4%)
Value$26.3M (-$761.1K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares692,009 from 659,347
Change+32,662 (+5%)
Value$26.0M (+$1.5M)
Filed 2026-11-05
PCA Investment Advisory Services Inc.
INCREASED
Shares671,162 from 635,792
Change+35,370 (+6%)
Value$25.2M (+$1.6M)
Filed 2026-10-13
Vestia Personal Wealth Advisors
INCREASED
Shares667,592 from 625,867
Change+41,725 (+7%)
Value$22.8M (+$1.8M)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares657,958 from 650,368
Change+7,590 (+1%)
Value$24.7M (+$513.1K)
Filed 2026-10-29
New Dimensions Wealth Management, LLC
INCREASED
Shares653,635 from 625,336
Change+28,299 (+5%)
Value$24.6M (+$1.3M)
Filed 2026-11-02
Blume Capital Management, Inc.
DECREASED
Shares636,609 from 644,311
Change-7,702 (-1%)
Value$23.9M (-$64.2K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares636,138 from 547,885
Change+88,253 (+16%)
Value$23.9M (+$3.5M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares634,907 from 645,474
Change-10,567 (-2%)
Value$23.9M (-$171.5K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares631,477 from 611,556
Change+19,921 (+3%)
Value$23.7M (+$963.3K)
Filed 2026-10-02
Aire Advisors, LLC
INCREASED
Shares625,920 from 603,963
Change+21,957 (+4%)
Value$23.5M (+$1.0M)
Filed 2026-10-22
Vannoy Advisory Group, Inc.
INCREASED
Shares623,428 from 621,603
Change+1,825 (+0%)
Value$23.4M (+$286.2K)
Filed 2026-10-13
Cambridge Capital Management, LLC
INCREASED
Shares614,207 from 569,855
Change+44,352 (+8%)
Value$23.1M (+$1.9M)
Filed 2026-10-19
Scratch Capital LLC
INCREASED
Shares613,328 from 584,181
Change+29,147 (+5%)
Value$23.1M (+$1.3M)
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
INCREASED
Shares605,739 from 586,032
Change+19,707 (+3%)
Value$22.8M (+$946.3K)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares601,822 from 496,731
Change+105,091 (+21%)
Value$22.6M (+$4.1M)
Filed 2026-10-16
Cypress Point Wealth Management, LLC
INCREASED
Shares597,524 from 566,203
Change+31,321 (+6%)
Value$22.5M (+$1.4M)
Filed 2026-11-03
Wealth Advisors Northwest LLC
INCREASED
Shares592,193 from 563,696
Change+28,497 (+5%)
Value$22.3M (+$1.3M)
Filed 2026-10-29
Financial Symmetry Inc
INCREASED
Shares589,860 from 459,720
Change+130,140 (+28%)
Value$22.2M (+$5.1M)
Filed 2026-10-06
Pillar Financial Advisors, LLC
INCREASED
Shares588,707 from 551,834
Change+36,873 (+7%)
Value$22.1M (+$1.6M)
Filed 2026-10-21
Vestment Financial LLC
INCREASED
Shares571,460 from 529,867
Change+41,593 (+8%)
Value$21.3M (+$1.5M)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares570,929 from 571,990
Change-1,061 (0%)
Value$21.5M (+$160.3K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares568,142 from 524,928
Change+43,214 (+8%)
Value$21.4M (+$1.8M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares566,819 from 566,612
Change+207 (+0%)
Value$21.3M (+$206.1K)
Filed 2026-10-21
Mills Wealth Advisors LLC
INCREASED
Shares562,328 from 531,425
Change+30,903 (+6%)
Value$21.1M (+$1.3M)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares560,147 from 530,537
Change+29,610 (+6%)
Value$21.1M (+$1.3M)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares551,909 from 517,545
Change+34,364 (+7%)
Value$20.8M (+$1.5M)
Filed 2026-10-14
BCO Wealth Management LLC
INCREASED
Shares549,555 from 532,087
Change+17,468 (+3%)
Value$20.7M (+$843.2K)
Filed 2026-10-14
Heritage Investment Group, Inc.
INCREASED
Shares548,158 from 530,683
Change+17,475 (+3%)
Value$20.6M (+$843.0K)
Filed 2026-11-03
Private Wealth Management Group, LLC
DECREASED
Shares544,206 from 577,510
Change-33,304 (-6%)
Value$20.5M (-$1.1M)
Filed 2026-10-19
Quarry Hill Advisors, LLC
INCREASED
Shares535,042 from 511,484
Change+23,558 (+5%)
Value$20.1M (+$1.1M)
Filed 2026-11-04
Gemmer Asset Management LLC
INCREASED
Shares530,953 from 515,909
Change+15,044 (+3%)
Value$20.0M (+$746.4K)
Filed 2026-10-16
LifeGuide Financial Advisors, LLC
INCREASED
Shares515,139 from 497,486
Change+17,653 (+4%)
Value$19.4M (+$838.1K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
NEW
Shares514,047
Change+514,047
Value$19.3M
Filed 2026-11-05
Great Waters Wealth Management
DECREASED
Shares491,025 from 574,484
Change-83,459 (-15%)
Value$18.5M (-$2.9M)
Filed 2026-10-07
Beacon Hill Wealth Management Ltd.
INCREASED
Shares490,610 from 424,886
Change+65,724 (+15%)
Value$18.5M (+$2.6M)
Filed 2026-10-21
Hiley Hunt Wealth Management
INCREASED
Shares479,777 from 462,375
Change+17,402 (+4%)
Value$18.0M (+$816.3K)
Filed 2026-10-08
Riverchase Wealth Management, LLC
INCREASED
Shares468,797 from 458,556
Change+10,241 (+2%)
Value$17.6M (+$545.7K)
Filed 2026-10-28
Pacific Asset Management, LLC
INCREASED
Shares456,347 from 452,923
Change+3,424 (+1%)
Value$17.2M (+$287.3K)
Filed 2026-10-15
Austin Asset Management Co Inc
INCREASED
Shares436,215 from 434,237
Change+1,978 (+0%)
Value$16.4M (+$226.4K)
Filed 2026-10-29
Watchman Group, Inc.
INCREASED
Shares434,821 from 433,264
Change+1,557 (+0%)
Value$16.4M (+$210.2K)
Filed 2026-10-16
Cardiff Park Advisors, LLC
INCREASED
Shares429,954 from 410,189
Change+19,765 (+5%)
Value$16.2M (+$886.9K)
Filed 2026-11-09
Timonier Family Office, Ltd.
DECREASED
Shares414,541 from 416,074
Change-1,533 (0%)
Value$15.6M (+$88.0K)
Filed 2026-11-03
Geneos Wealth Management Inc.
INCREASED
Shares414,245 from 393,939
Change+20,306 (+5%)
Value$15.6M (+$901.6K)
Filed 2026-11-09
Financial Harvest, LLC
INCREASED
Shares411,100 from 380,560
Change+30,540 (+8%)
Value$15.5M (+$1.3M)
Filed 2026-10-15
Signature Resources Capital Management, LLC
INCREASED
Shares399,377 from 390,303
Change+9,074 (+2%)
Value$15.0M (+$477.9K)
Filed 2026-10-16
Tillman Hartley LLC
INCREASED
Shares398,280 from 366,947
Change+31,333 (+9%)
Value$15.0M (+$1.3M)
Filed 2026-11-06
Ridgeline Wealth, LLC
INCREASED
Shares390,662 from 383,536
Change+7,126 (+2%)
Value$14.7M (+$429.6K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
DECREASED
Shares387,664 from 403,078
Change-15,414 (-4%)
Value$14.6M (-$438.7K)
Filed 2026-10-19
American Capital Advisory, LLC
INCREASED
Shares386,959 from 354,625
Change+32,334 (+9%)
Value$14.6M (+$1.3M)
Filed 2026-10-28
SageOak Financial, LLC
INCREASED
Shares380,369 from 378,366
Change+2,003 (+1%)
Value$14.3M (+$207.8K)
Filed 2026-10-19
B&D White Capital Company, LLC
UNCHANGED
Shares377,439 from 377,439
Change0 (0%)
Value$14.2M (+$132.1K)
Filed 2026-11-02
Abel Hall, LLC
DECREASED
Shares365,171 from 366,371
Change-1,200 (0%)
Value$13.7M (+$83.1K)
Filed 2026-10-19
KFG Wealth Management, LLC
INCREASED
Shares359,270 from 338,219
Change+21,051 (+6%)
Value$13.5M (+$910.1K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares336,953 from 334,078
Change+2,875 (+1%)
Value$12.7M (+$225.1K)
Filed 2026-11-03
Physician Wealth Solutions Inc.
DECREASED
Shares332,904 from 339,783
Change-6,879 (-2%)
Value$12.5M (-$139.8K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares332,863 from 336,621
Change-3,758 (-1%)
Value$12.5M (-$23.5K)
Filed 2026-10-16
Amicus Financial Advisors, LLC
INCREASED
Shares332,312 from 232,305
Change+100,007 (+43%)
Value$12.5M (+$3.8M)
Filed 2026-11-03
Porter White Investment Advisors, Inc.
INCREASED
Shares331,182 from 162,353
Change+168,829 (+104%)
Value$12.5M (+$6.4M)
Filed 2026-10-14
Indivisible Partners
NEW
Shares330,676
Change+330,676
Value$12.4M
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares299,219 from 132,870
Change+166,349 (+125%)
Value$11.3M (+$6.3M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares288,811 from 231,021
Change+57,790 (+25%)
Value$10.8M (+$2.1M)
Filed 2026-10-13
CSP Financial Group, LLC
INCREASED
Shares278,674 from 265,082
Change+13,592 (+5%)
Value$10.5M (+$604.0K)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares267,523 from 306,958
Change-39,435 (-13%)
Value$10.1M (-$1.4M)
Filed 2026-10-14
Penobscot Wealth Management
INCREASED
Shares264,412 from 254,075
Change+10,337 (+4%)
Value$9.9M (+$477.7K)
Filed 2026-10-21
Wheels Up Wealth, Inc.
DECREASED
Shares262,626 from 263,086
Change-460 (0%)
Value$9.9M (+$74.8K)
Filed 2026-10-27
Cravens & Co Advisors, LLC
INCREASED
Shares262,550 from 261,636
Change+914 (+0%)
Value$9.9M (+$125.9K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
INCREASED
Shares261,770 from 252,631
Change+9,139 (+4%)
Value$9.8M (+$432.1K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares258,939 from 111,566
Change+147,373 (+132%)
Value$9.7M (+$5.6M)
Filed 2026-10-28
Outbound Financial Inc
DECREASED
Shares246,706 from 250,903
Change-4,197 (-2%)
Value$9.3M (-$70.1K)
Filed 2026-10-13
Sageworth Trust Co of South Dakota
INCREASED
Shares246,615 from 221,248
Change+25,367 (+11%)
Value$9.3M (+$1.0M)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares244,181 from 246,056
Change-1,875 (-1%)
Value$9.2M (+$15.6K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares240,107 from 210,792
Change+29,315 (+14%)
Value$9.0M (+$1.2M)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares230,720 from 145,941
Change+84,779 (+58%)
Value$8.7M (+$3.2M)
Filed 2026-10-19
Vista Capital Partners, Inc.
INCREASED
Shares220,330 from 203,209
Change+17,121 (+8%)
Value$8.3M (+$715.0K)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares219,315 from 254,881
Change-35,566 (-14%)
Value$8.2M (-$1.2M)
Filed 2026-10-13
Heffernan Advisory, Inc
INCREASED
Shares219,143 from 182,089
Change+37,054 (+20%)
Value$8.2M (+$1.5M)
Filed 2026-10-13
Bdfs Capital LLC
INCREASED
Shares218,090 from 207,856
Change+10,234 (+5%)
Value$8.2M (+$457.7K)
Filed 2026-10-14
Tandemgrowth Financial Advisors LLC
INCREASED
Shares209,597 from 196,494
Change+13,103 (+7%)
Value$7.9M (+$561.6K)
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares203,279
Change+203,279
Value$7.6M
Filed 2026-11-05
Strategent Financial, LLC
INCREASED
Shares202,793 from 167,434
Change+35,359 (+21%)
Value$7.6M (+$1.4M)
Filed 2026-10-30
Kane Co Wealth Management, Inc.
DECREASED
Shares200,843 from 201,383
Change-540 (0%)
Value$7.6M (+$50.1K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$7.5M (+$70.0K)
Filed 2026-11-06
GEM Asset Management, LLC
INCREASED
Shares199,269 from 165,392
Change+33,877 (+20%)
Value$7.5M (+$1.3M)
Filed 2026-10-13
Prospect Financial Group LLC
DECREASED
Shares195,892 from 202,685
Change-6,793 (-3%)
Value$7.4M (-$184.5K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares194,934 from 184,482
Change+10,452 (+6%)
Value$7.3M (+$457.7K)
Filed 2026-10-13
JDH Wealth Management, LLC
INCREASED
Shares194,145 from 181,966
Change+12,179 (+7%)
Value$7.3M (+$521.7K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares192,486 from 51,949
Change+140,537 (+271%)
Value$7.2M (+$5.2M)
Filed 2026-11-06
Essential Planning, Llc.
INCREASED
Shares190,735 from 160,754
Change+29,981 (+19%)
Value$7.2M (+$1.2M)
Filed 2026-10-21
Grand Wealth Management, LLC
DECREASED
Shares190,730 from 202,954
Change-12,224 (-6%)
Value$7.2M (-$388.7K)
Filed 2026-11-09
Index Fund Advisors, Inc.
INCREASED
Shares189,901 from 165,123
Change+24,778 (+15%)
Value$7.1M (+$989.7K)
Filed 2026-11-05
Envision Financial LLC
INCREASED
Shares180,823 from 134,784
Change+46,039 (+34%)
Value$6.8M (+$1.8M)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares179,240 from 163,320
Change+15,920 (+10%)
Value$6.7M (+$655.9K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares169,668 from 155,289
Change+14,379 (+9%)
Value$6.4M (+$595.2K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares168,467 from 83,763
Change+84,704 (+101%)
Value$6.3M (+$3.2M)
Filed 2026-11-06
Fiduciary Financial Group, LLC
INCREASED
Shares165,778 from 159,534
Change+6,244 (+4%)
Value$6.2M (+$290.7K)
Filed 2026-10-13
Tilson Financial Group, Inc.
DECREASED
Shares164,322 from 166,782
Change-2,460 (-1%)
Value$6.2M (-$34.1K)
Filed 2026-11-09
Monograph Wealth Advisors, LLC
UNCHANGED
Shares162,743 from 162,743
Change0 (0%)
Value$6.1M (+$57.0K)
Filed 2026-11-09
BIP Wealth, LLC
INCREASED
Shares160,443 from 120,625
Change+39,818 (+33%)
Value$6.0M (+$1.5M)
Filed 2026-10-22
Sensenig Capital Advisors, Inc
DECREASED
Shares159,362 from 163,917
Change-4,555 (-3%)
Value$6.0M (-$113.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares158,869 from 168,469
Change-9,600 (-6%)
Value$6.0M (-$302.1K)
Filed 2026-10-23
Coyle Financial Counsel LLC
INCREASED
Shares156,867 from 150,299
Change+6,568 (+4%)
Value$5.9M (+$299.6K)
Filed 2026-10-28
Family Office Research LLC
DECREASED
Shares155,472 from 155,564
Change-92 (0%)
Value$5.8M (+$51.0K)
Filed 2026-10-14
Ariadne Wealth Management, LP
INCREASED
Shares152,186 from 151,691
Change+495 (+0%)
Value$5.7M (+$71.7K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares148,993 from 127,209
Change+21,784 (+17%)
Value$5.6M (+$863.8K)
Filed 2026-10-23
Sprinkle Financial Consultants LLC
INCREASED
Shares146,130 from 146,074
Change+56 (+0%)
Value$5.5M (+$53.3K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares142,787 from 132,506
Change+10,281 (+8%)
Value$5.4M (+$433.1K)
Filed 2026-10-30
Austin Wealth Management, LLC
DECREASED
Shares142,222 from 156,540
Change-14,318 (-9%)
Value$5.3M (-$544.9K)
Filed 2026-11-06
Security Financial Services, Inc.
INCREASED
Shares129,735 from 128,277
Change+1,458 (+1%)
Value$4.9M (+$99.7K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares127,871 from 129,662
Change-1,791 (-1%)
Value$4.8M (-$22.0K)
Filed 2026-10-15
Warburton Capital Management, LLC
INCREASED
Shares123,350 from 118,772
Change+4,578 (+4%)
Value$4.6M (+$193.2K)
Filed 2026-11-06
Legacy Financial Group, Inc.
INCREASED
Shares120,778 from 106,136
Change+14,642 (+14%)
Value$4.5M (+$587.8K)
Filed 2026-10-21
Selective Wealth Management, Inc.
INCREASED
Shares119,616 from 95,310
Change+24,306 (+26%)
Value$4.5M (+$940.4K)
Filed 2026-10-16
Northwest Wealth Management, LLC
DECREASED
Shares119,292 from 119,887
Change-595 (0%)
Value$4.5M (+$19.6K)
Filed 2026-10-30
Avant Financial Advisors LLC
INCREASED
Shares117,046 from 112,315
Change+4,731 (+4%)
Value$4.4M (+$217.2K)
Filed 2026-11-02
KFG LLC
NEW
Shares114,983
Change+114,983
Value$4.3M
Filed 2026-11-02
Approach Retirement Advisors, LLC
DECREASED
Shares112,716 from 115,422
Change-2,706 (-2%)
Value$4.2M (-$61.4K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares112,446 from 63,632
Change+48,814 (+77%)
Value$4.2M (+$1.9M)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares112,292 from 113,723
Change-1,431 (-1%)
Value$4.2M (-$31.0K)
Filed 2026-11-03
Squire Investment Management Company, LLC
INCREASED
Shares111,106 from 106,859
Change+4,247 (+4%)
Value$4.2M (+$197.1K)
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares106,142 from 96,926
Change+9,216 (+10%)
Value$4.0M (+$380.6K)
Filed 2026-11-09
Nwam LLC
DECREASED
Shares104,763 from 105,160
Change-397 (0%)
Value$3.9M (+$21.9K)
Filed 2026-11-09
Foundation Wealth Management, Llc\pa
DECREASED
Shares103,685 from 108,608
Change-4,923 (-5%)
Value$3.9M (-$147.2K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares102,293 from 170,798
Change-68,505 (-40%)
Value$3.8M (-$2.7M)
Filed 2026-10-26
BluePrint Investing LLC
INCREASED
Shares102,239 from 101,607
Change+632 (+1%)
Value$3.8M (+$59.3K)
Filed 2026-10-14
Two West Capital Advisors LLC
INCREASED
Shares99,341 from 97,696
Change+1,645 (+2%)
Value$3.8M (+$127.6K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares93,546 from 90,870
Change+2,676 (+3%)
Value$3.5M (+$132.4K)
Filed 2026-10-21
Ares Financial Consulting, LLC
INCREASED
Shares91,402 from 70,517
Change+20,885 (+30%)
Value$3.4M (+$810.2K)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares88,379 from 91,923
Change-3,544 (-4%)
Value$3.3M (-$101.1K)
Filed 2026-10-28
Five Oceans Advisors
DECREASED
Shares87,281 from 230,757
Change-143,476 (-62%)
Value$3.3M (-$5.3M)
Filed 2026-10-22
Strathmore Capital Advisors, Inc.
INCREASED
Shares86,066 from 50,397
Change+35,669 (+71%)
Value$3.2M (+$1.3M)
Filed 2026-11-09
Willow Creek Wealth Management Inc.
DECREASED
Shares85,990 from 86,784
Change-794 (-1%)
Value$3.2M (+$513)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares85,095 from 76,175
Change+8,920 (+12%)
Value$3.2M (+$343.0K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
DECREASED
Shares82,784 from 87,117
Change-4,333 (-5%)
Value$3.1M (-$132.5K)
Filed 2026-11-03
Entrewealth, LLC
INCREASED
Shares82,448 from 82,444
Change+4 (0%)
Value$3.1M (-$99.6K)
Filed 2026-10-14
Torren Management, LLC
DECREASED
Shares81,003 from 82,000
Change-997 (-1%)
Value$3.0M (-$8.8K)
Filed 2026-10-29
marrick wealth, LLC
INCREASED
Shares80,140 from 78,550
Change+1,590 (+2%)
Value$3.0M (+$87.3K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares79,014 from 76,234
Change+2,780 (+4%)
Value$3.0M (+$131.2K)
Filed 2026-10-23
Lawood & Co
UNCHANGED
Shares78,177 from 78,177
Change0 (0%)
Value$2.9M (+$27.4K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares77,824 from 68,736
Change+9,088 (+13%)
Value$2.9M (+$365.9K)
Filed 2026-10-20
Peirce Capital Management, LLC
INCREASED
Shares74,874 from 69,652
Change+5,222 (+8%)
Value$2.8M (+$220.8K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
DECREASED
Shares73,997 from 74,725
Change-728 (-1%)
Value$2.8M (-$1.2K)
Filed 2026-10-14
Live Oak Private Wealth LLC
INCREASED
Shares71,399 from 70,119
Change+1,280 (+2%)
Value$2.7M (+$72.7K)
Filed 2026-11-02
55 North Private Wealth, LLC
DECREASED
Shares68,839 from 69,799
Change-960 (-1%)
Value$2.6M (-$11.7K)
Filed 2026-10-20
Gordian Advisors LLC
DECREASED
Shares68,624 from 68,852
Change-228 (0%)
Value$2.6M (+$15.5K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
DECREASED
Shares68,499 from 129,351
Change-60,852 (-47%)
Value$2.6M (-$2.0M)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares68,260 from 71,290
Change-3,030 (-4%)
Value$2.6M (-$103.7K)
Filed 2026-10-19
Great Valley Advisor Group, Inc.
INCREASED
Shares67,880 from 49,282
Change+18,598 (+38%)
Value$2.6M (+$717.3K)
Filed 2026-11-09
MB Generational Wealth, LLC
INCREASED
Shares67,140 from 56,043
Change+11,097 (+20%)
Value$2.5M (+$437.0K)
Filed 2026-11-09
Integras Partners LLC
DECREASED
Shares66,409 from 68,007
Change-1,598 (-2%)
Value$2.5M (-$36.3K)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
INCREASED
Shares66,194 from 60,748
Change+5,446 (+9%)
Value$2.5M (+$244.3K)
Filed 2026-11-02
Cogent Private Wealth, Inc.
DECREASED
Shares66,178 from 67,091
Change-913 (-1%)
Value$2.5M (-$10.9K)
Filed 2026-11-06
McCarley & Cook Financial Planners
UNCHANGED
Shares63,012 from 63,012
Change0 (0%)
Value$2.4M (+$22.1K)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares62,354 from 55,321
Change+7,033 (+13%)
Value$2.3M (+$283.9K)
Filed 2026-10-23
DBK Financial Counsel, LLC
DECREASED
Shares61,417 from 62,585
Change-1,168 (-2%)
Value$2.3M (-$22.0K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares60,638 from 49,854
Change+10,784 (+22%)
Value$2.3M (+$423.0K)
Filed 2026-10-26
Diversified Trust Co
UNCHANGED
Shares59,387 from 59,387
Change0 (0%)
Value$2.2M (+$20.8K)
Filed 2026-11-06
Global Financial Private Client, LLC
INCREASED
Shares56,294 from 47,505
Change+8,789 (+19%)
Value$2.1M (+$347.2K)
Filed 2026-10-15
Bank of Montreal
INCREASED
Shares56,290 from 39,995
Change+16,295 (+41%)
Value$2.1M (+$626.9K)
Filed 2026-11-09
Clear Creek Financial Management, LLC
INCREASED
Shares54,653 from 50,632
Change+4,021 (+8%)
Value$2.1M (+$169.0K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares53,057 from 43,125
Change+9,932 (+23%)
Value$2.0M (+$381.2K)
Filed 2026-11-04
McGrath & Associates, Inc.
INCREASED
Shares52,048 from 47,330
Change+4,718 (+10%)
Value$2.0M (+$194.0K)
Filed 2026-10-27
Aerodigm Wealth, LLC
DECREASED
Shares50,008 from 51,912
Change-1,904 (-4%)
Value$1.9M (-$53.4K)
Filed 2026-10-16
Parkshore Wealth Management, Inc.
DECREASED
Shares49,256 from 49,601
Change-345 (-1%)
Value$1.9M (+$4.4K)
Filed 2026-10-13
GEN Financial Management, Inc.
NEW
Shares46,335
Change+46,335
Value$1.7M
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares45,790 from 39,014
Change+6,776 (+17%)
Value$1.7M (+$268.5K)
Filed 2026-11-03
Altiora Financial Group, LLC
INCREASED
Shares45,102 from 44,944
Change+158 (+0%)
Value$1.7M (+$21.7K)
Filed 2026-11-04
Astra Wealth Partners LLC
INCREASED
Shares43,510 from 42,321
Change+1,189 (+3%)
Value$1.6M (+$59.5K)
Filed 2026-11-06
USAdvisors Wealth Management, LLC
INCREASED
Shares43,313 from 42,571
Change+742 (+2%)
Value$1.6M (+$43.0K)
Filed 2026-10-21
25 LLC
INCREASED
Shares42,597 from 42,056
Change+541 (+1%)
Value$1.6M (+$35.1K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares41,496 from 34,069
Change+7,427 (+22%)
Value$1.6M (+$291.3K)
Filed 2026-11-04
Quad-Cities Investment Group, LLC
INCREASED
Shares40,963 from 40,881
Change+82 (+0%)
Value$1.5M (+$17.4K)
Filed 2026-10-16
Sutton Place Investors LLC
INCREASED
Shares40,270 from 39,933
Change+337 (+1%)
Value$1.5M (+$26.7K)
Filed 2026-10-20
HFG Wealth Management, LLC
UNCHANGED
Shares39,245 from 39,245
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares38,556 from 38,995
Change-439 (-1%)
Value$1.5M (-$2.9K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares37,984 from 37,712
Change+272 (+1%)
Value$1.4M (+$23.4K)
Filed 2026-11-06
Asset Advisory Group, Inc.
INCREASED
Shares36,234 from 34,989
Change+1,245 (+4%)
Value$1.4M (+$59.1K)
Filed 2026-10-20
Concord Wealth Partners
INCREASED
Shares34,750 from 10,413
Change+24,337 (+234%)
Value$1.3M (+$919.0K)
Filed 2026-11-02
Fonville Wealth Management LLC
NEW
Shares33,401
Change+33,401
Value$1.3M
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares33,060 from 27,160
Change+5,900 (+22%)
Value$1.2M (+$231.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
UNCHANGED
Shares31,392 from 31,392
Change0 (0%)
Value$1.2M (+$11.0K)
Filed 2026-10-22
Bessemer Group Inc
UNCHANGED
Shares31,141 from 31,141
Change0 (0%)
Value$1.2M (+$11.0K)
Filed 2026-11-09
Oceanside Advisors LLC
INCREASED
Shares30,956 from 29,329
Change+1,627 (+6%)
Value$1.2M (+$71.5K)
Filed 2026-11-03
Clark Asset Management, LLC
DECREASED
Shares30,591 from 33,092
Change-2,501 (-8%)
Value$1.2M (-$82.5K)
Filed 2026-10-19
TAGStone Capital, Inc.
INCREASED
Shares29,806 from 28,885
Change+921 (+3%)
Value$1.1M (+$44.8K)
Filed 2026-11-09
Cogent Strategic Wealth LLC
INCREASED
Shares29,660 from 27,998
Change+1,662 (+6%)
Value$1.1M (+$72.3K)
Filed 2026-10-22
Freedom Day Solutions, LLC
INCREASED
Shares28,287 from 19,308
Change+8,979 (+47%)
Value$1.1M (+$344.5K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
UNCHANGED
Shares28,167 from 28,167
Change0 (0%)
Value$1.1M (+$9.9K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
INCREASED
Shares28,160 from 27,159
Change+1,001 (+4%)
Value$1.1M (+$47.2K)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares27,745 from 18,469
Change+9,276 (+50%)
Value$1.0M (+$355.3K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
DECREASED
Shares26,323 from 28,601
Change-2,278 (-8%)
Value$990.0K (-$75.7K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares25,509 from 25,302
Change+207 (+1%)
Value$959.4K (+$16.6K)
Filed 2026-10-21
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares24,106 from 24,106
Change0 (0%)
Value$906.6K (+$8.4K)
Filed 2026-11-02
Regions Financial Corp
NEW
Shares23,342
Change+23,342
Value$877.9K
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares22,809 from 22,809
Change0 (0%)
Value$857.9K (+$8.0K)
Filed 2026-11-02
Venture Visionary Partners LLC
DECREASED
Shares22,461 from 29,835
Change-7,374 (-25%)
Value$844.8K (-$266.9K)
Filed 2026-10-07
Investmark Advisory Group LLC
INCREASED
Shares21,593 from 9,089
Change+12,504 (+138%)
Value$812.1K (+$473.5K)
Filed 2026-10-27
Gradient Capital Advisors, LLC
UNCHANGED
Shares21,435 from 21,435
Change0 (0%)
Value$806.2K (+$7.5K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares21,203
Change+21,203
Value$797.5K
Filed 2026-11-03
Tranquility Partners, LLC
INCREASED
Shares21,113 from 16,298
Change+4,815 (+30%)
Value$794.1K (+$186.8K)
Filed 2026-10-20
KPP Advisory Services LLC
NEW
Shares21,101
Change+21,101
Value$793.6K
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares20,940 from 22,140
Change-1,200 (-5%)
Value$787.6K (-$37.4K)
Filed 2026-10-13
Barry Investment Advisors, LLC
DECREASED
Shares20,667 from 25,468
Change-4,801 (-19%)
Value$777.3K (-$171.6K)
Filed 2026-10-14
First Financial Group Corp
INCREASED
Shares20,590 from 20,281
Change+309 (+2%)
Value$774.4K (+$18.7K)
Filed 2026-10-22
Disciplined Equity Management, Inc.
INCREASED
Shares20,440 from 20,310
Change+130 (+1%)
Value$768.7K (+$12.0K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares20,437 from 20,443
Change-6 (0%)
Value$768.6K (+$6.9K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
DECREASED
Shares20,305 from 23,170
Change-2,865 (-12%)
Value$763.7K (-$99.7K)
Filed 2026-11-05
WealthSpring Partners, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$752.2K (+$7.0K)
Filed 2026-10-14
Collective Family Office LLC
UNCHANGED
Shares19,247 from 19,247
Change0 (0%)
Value$723.9K (+$6.7K)
Filed 2026-10-05
Opulen Financial Group LLC
INCREASED
Shares19,112 from 19,019
Change+93 (+0%)
Value$718.8K (+$10.1K)
Filed 2026-10-22
rebel Financial LLC
INCREASED
Shares18,157 from 18,073
Change+84 (+0%)
Value$682.9K (+$9.5K)
Filed 2026-11-04
Hurley Capital, LLC
INCREASED
Shares17,953 from 16,954
Change+999 (+6%)
Value$675.2K (+$43.5K)
Filed 2026-11-05
RHL Group, LLC
DECREASED
Shares17,773 from 18,413
Change-640 (-3%)
Value$668.4K (-$12.8K)
Filed 2026-11-04
Prosperity Advisers, LLC
INCREASED
Shares17,584 from 10,899
Change+6,685 (+61%)
Value$661.3K (+$255.2K)
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares17,444 from 17,524
Change-80 (0%)
Value$656.1K (+$3.1K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
UNCHANGED
Shares17,401 from 17,401
Change0 (0%)
Value$654.5K (+$6.1K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares17,099 from 23,244
Change-6,145 (-26%)
Value$643.1K (-$223.0K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares17,058 from 18,222
Change-1,164 (-6%)
Value$641.6K (-$37.4K)
Filed 2026-10-22
Visionary Horizons, LLC
UNCHANGED
Shares16,945 from 16,945
Change0 (0%)
Value$637.3K (+$5.9K)
Filed 2026-10-22
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares16,302 from 16,055
Change+247 (+2%)
Value$613.1K (+$42.7K)
Filed 2026-10-14
1900 Wealth Management LLC
UNCHANGED
Shares16,298 from 16,298
Change0 (0%)
Value$613.0K (+$5.7K)
Filed 2026-10-13
Silver OAK Securities, Incorporated
DECREASED
Shares16,266 from 19,070
Change-2,804 (-15%)
Value$601.2K (-$109.3K)
Filed 2026-11-09
Mustard Seed Financial, LLC
DECREASED
Shares16,225 from 18,312
Change-2,087 (-11%)
Value$610.2K (-$72.1K)
Filed 2026-10-30
Hoxton Planning & Management, LLC
DECREASED
Shares16,147 from 18,704
Change-2,557 (-14%)
Value$607.3K (-$89.6K)
Filed 2026-10-15
Avise Financial Cooperative, Inc.
INCREASED
Shares16,127 from 14,659
Change+1,468 (+10%)
Value$606.5K (+$60.3K)
Filed 2026-11-09
MGO One Seven LLC
INCREASED
Shares15,847 from 8,791
Change+7,056 (+80%)
Value$596.0K (+$268.5K)
Filed 2026-10-28
Citizens & Northern Corp
DECREASED
Shares15,326 from 17,326
Change-2,000 (-12%)
Value$576.4K (-$69.2K)
Filed 2026-11-06
Silver Oak Advisory Group, Inc.
NEW
Shares15,322
Change+15,322
Value$576.3K
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
DECREASED
Shares15,276 from 17,674
Change-2,398 (-14%)
Value$574.5K (-$84.0K)
Filed 2026-10-09
Lee Financial Co
INCREASED
Shares15,242 from 15,239
Change+3 (+0%)
Value$573.2K (+$5.4K)
Filed 2026-10-16
Riverbridge Partners LLC
UNCHANGED
Shares14,944 from 14,944
Change0 (0%)
Value$562.0K (+$5.2K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
INCREASED
Shares14,860 from 14,682
Change+178 (+1%)
Value$558.9K (+$11.9K)
Filed 2026-10-16
NorthAvenue LLC
INCREASED
Shares14,784 from 14,772
Change+12 (+0%)
Value$556.0K (+$5.6K)
Filed 2026-10-29
Everest Financial Group LLC
INCREASED
Shares14,749 from 10,791
Change+3,958 (+37%)
Value$554.7K (+$152.6K)
Filed 2026-11-06
Claro Advisors Inc.
NEW
Shares14,508
Change+14,508
Value$545.7K
Filed 2026-11-02
Babb Wealth Advisors LLC
UNCHANGED
Shares14,346 from 14,346
Change0 (0%)
Value$539.6K (+$5.0K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares13,720 from 13,618
Change+102 (+1%)
Value$516.0K (+$8.6K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
DECREASED
Shares13,595 from 13,734
Change-139 (-1%)
Value$511.3K (-$446)
Filed 2026-11-05
Oath Planning, LLC
DECREASED
Shares13,534 from 13,986
Change-452 (-3%)
Value$509.0K (-$12.1K)
Filed 2026-10-20
Tactive Advisors, LLC
NEW
Shares13,447
Change+13,447
Value$505.7K
Filed 2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED
Shares13,432 from 9,976
Change+3,456 (+35%)
Value$505.2K (+$133.5K)
Filed 2026-11-02
Pioneer Wealth Management Group
DECREASED
Shares13,250 from 14,618
Change-1,368 (-9%)
Value$498.3K (-$46.3K)
Filed 2026-10-09
Triune Financial Partners, LLC
NEW
Shares13,184
Change+13,184
Value$495.9K
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares13,051 from 12,988
Change+63 (+0%)
Value$490.8K (+$6.9K)
Filed 2026-10-08
Old Peak Finance LLC
INCREASED
Shares12,766 from 12,706
Change+60 (+0%)
Value$480.1K (+$6.7K)
Filed 2026-11-02
Everhart Financial Group, Inc.
UNCHANGED
Shares12,571 from 12,571
Change0 (0%)
Value$472.8K (+$4.4K)
Filed 2026-10-08
Wingate Wealth Advisors, Inc.
INCREASED
Shares12,536 from 12,476
Change+60 (+0%)
Value$471.5K (+$6.7K)
Filed 2026-10-26
Core Wealth Management, Inc.
UNCHANGED
Shares12,286 from 12,286
Change0 (0%)
Value$462.1K (+$4.3K)
Filed 2026-10-22
Tufton Capital Management
INCREASED
Shares12,103 from 8,215
Change+3,888 (+47%)
Value$455.0K (+$149.0K)
Filed 2026-10-20
Lionshead Wealth Management, LLC
DECREASED
Shares12,093 from 12,234
Change-141 (-1%)
Value$454.8K (-$1.0K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares11,939 from 11,939
Change0 (0%)
Value$449.0K (+$4.2K)
Filed 2026-10-27
Noble Family Wealth, LLC
UNCHANGED
Shares11,745 from 11,745
Change0 (0%)
Value$441.7K (+$4.1K)
Filed 2026-10-26
Summit Wealth Group, LLC
DECREASED
Shares11,271 from 12,047
Change-776 (-6%)
Value$423.9K (-$25.0K)
Filed 2026-11-09
Life Planning Partners, Inc
INCREASED
Shares11,081 from 10,992
Change+89 (+1%)
Value$416.8K (+$7.2K)
Filed 2026-10-28
HMV Wealth Advisors, LLC
INCREASED
Shares11,005 from 10,895
Change+110 (+1%)
Value$413.9K (+$8.0K)
Filed 2026-10-27
BOS Asset Management, LLC
INCREASED
Shares10,896 from 10,887
Change+9 (+0%)
Value$409.8K (+$4.2K)
Filed 2026-10-09
Sendero Wealth Management, LLC
NEW
Shares10,724
Change+10,724
Value$403.3K
Filed 2026-10-14
Legacy Advisors, LLC
NEW
Shares10,599
Change+10,599
Value$398.6K
Filed 2026-10-19
Citrine Capital LLC
INCREASED
Shares10,561 from 8,743
Change+1,818 (+21%)
Value$397.2K (+$71.4K)
Filed 2026-10-14
Western Wealth Management, LLC
INCREASED
Shares10,501 from 9,679
Change+822 (+8%)
Value$394.9K (+$34.3K)
Filed 2026-11-09
Financial Synergies Wealth Advisors, Inc.
NEW
Shares10,457
Change+10,457
Value$393.3K
Filed 2026-10-16
Angeles Wealth Management, LLC
UNCHANGED
Shares10,393 from 10,393
Change0 (0%)
Value$390.9K (+$3.6K)
Filed 2026-10-26
Abacus Planning Group, Inc.
UNCHANGED
Shares10,340 from 10,340
Change0 (0%)
Value$388.9K (+$3.6K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares10,316 from 10,316
Change0 (0%)
Value$388.0K (+$3.6K)
Filed 2026-10-20
International Private Wealth Advisors LLC
NEW
Shares10,308
Change+10,308
Value$387.7K
Filed 2026-11-05
Aurelius Family Office LLC
DECREASED
Shares9,913 from 10,038
Change-125 (-1%)
Value$372.8K (-$1.2K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares9,611 from 9,353
Change+258 (+3%)
Value$361.5K (+$13.0K)
Filed 2026-11-06
Clarity Capital Advisors, LLC
INCREASED
Shares9,538 from 9,491
Change+47 (+1%)
Value$358.7K (+$5.1K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares9,515 from 10,423
Change-908 (-9%)
Value$357.9K (-$30.5K)
Filed 2026-10-19
Tableaux LLC
INCREASED
Shares9,486 from 9,483
Change+3 (+0%)
Value$356.8K (+$3.4K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED
Shares9,237 from 9,237
Change0 (0%)
Value$347.4K (+$3.2K)
Filed 2026-11-06
Aspiriant, LLC
NEW
Shares9,036
Change+9,036
Value$339.8K
Filed 2026-10-16
Prudent Investor Advisors, LLC
NEW
Shares9,032
Change+9,032
Value$339.7K
Filed 2026-10-22
HBE Wealth Management, LLC
INCREASED
Shares9,029 from 9,017
Change+12 (+0%)
Value$339.6K (+$3.6K)
Filed 2026-11-06
Kaufman Rossin Wealth, LLC
INCREASED
Shares8,646 from 8,511
Change+135 (+2%)
Value$325.2K (+$7.5K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
INCREASED
Shares8,464 from 8,054
Change+410 (+5%)
Value$318.3K (+$18.2K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED
Shares8,425 from 8,425
Change0 (0%)
Value$316.9K (+$1.0K)
Filed 2026-10-19
VestGen Advisors, LLC
UNCHANGED
Shares8,126 from 8,126
Change0 (0%)
Value$305.6K (+$2.8K)
Filed 2026-10-27
Compass Ion Advisors, LLC
NEW
Shares8,118
Change+8,118
Value$305.3K
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares7,946 from 1,472
Change+6,474 (+440%)
Value$298.8K (+$244.0K)
Filed 2026-10-30
Donalies Financial Planning, LLC
NEW
Shares7,873
Change+7,873
Value$296.1K
Filed 2026-10-19
CX Institutional
DECREASED
Shares7,674 from 9,682
Change-2,008 (-21%)
Value$289.0K (+$288.6K)
Filed 2026-10-02
Csenge Advisory Group
INCREASED
Shares7,590 from 6,543
Change+1,047 (+16%)
Value$285.5K (+$41.7K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares7,541 from 6,494
Change+1,047 (+16%)
Value$283.6K (+$41.7K)
Filed 2026-10-09
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares7,537 from 7,688
Change-151 (-2%)
Value$283.5K (-$3.0K)
Filed 2026-10-27
Victory Financial Group, LLC
DECREASED
Shares7,498 from 7,626
Change-128 (-2%)
Value$282.0K (-$2.1K)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares7,348 from 7,349
Change-1 (0%)
Value$276.4K (+$2.6K)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares7,253
Change+7,253
Value$272.8K
Filed 2026-10-21
Langley Wealth Management, LLC
DECREASED
Shares7,203 from 7,309
Change-106 (-1%)
Value$270.9K (-$1.4K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares7,072 from 7,072
Change0 (0%)
Value$266.0K (+$2.5K)
Filed 2026-10-14
Ballew Advisors, Inc
NEW
Shares6,943
Change+6,943
Value$261.5K
Filed 2026-10-05
Shearwater Capital LLC
NEW
Shares6,885
Change+6,885
Value$258.9K
Filed 2026-10-13
Shepherd Financial Partners LLC
UNCHANGED
Shares6,862 from 6,862
Change0 (0%)
Value$258.1K (+$2.4K)
Filed 2026-11-03
Level Wealth Management LLC
INCREASED
Shares6,811 from 6,789
Change+22 (+0%)
Value$256.2K (+$3.2K)
Filed 2026-10-23
Long Island Wealth Management, Inc.
UNCHANGED
Shares6,730 from 6,730
Change0 (0%)
Value$253.1K (+$2.4K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
NEW
Shares6,712
Change+6,712
Value$252.4K
Filed 2026-11-04
Integrity Investment Advisors, LLC
NEW
Shares6,661
Change+6,661
Value$250.5K
Filed 2026-11-03
HighPoint Advisor Group LLC
NEW
Shares6,657
Change+6,657
Value$250.4K
Filed 2026-11-09
Acropolis Investment Management, LLC
UNCHANGED
Shares6,627 from 6,627
Change0 (0%)
Value$249.2K (+$2.3K)
Filed 2026-10-08
McClarren Financial Advisors, Inc.
DECREASED
Shares6,589 from 6,637
Change-48 (-1%)
Value$247.8K (+$517)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares6,570 from 13,779
Change-7,209 (-52%)
Value$247.1K (-$266.3K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares6,472 from 6,346
Change+126 (+2%)
Value$243.4K (+$7.0K)
Filed 2026-10-27
Aspire Private Capital, LLC
DECREASED
Shares6,374 from 7,179
Change-805 (-11%)
Value$239.7K (-$27.7K)
Filed 2026-11-05
Belpointe Asset Management LLC
INCREASED
Shares6,351 from 5,775
Change+576 (+10%)
Value$238.9K (+$23.7K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares6,351 from 5,775
Change+576 (+10%)
Value$238.9K (+$23.7K)
Filed 2026-11-09
Cove Private Wealth, LLC
UNCHANGED
Shares6,321 from 6,321
Change0 (0%)
Value$237.7K (+$2.2K)
Filed 2026-10-28
Net Worth Advisory Group
INCREASED
Shares6,264 from 6,234
Change+30 (+0%)
Value$233.5K (+$1.3K)
Filed 2026-10-20
Leavell Investment Management, Inc.
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$233.2K (+$2.2K)
Filed 2026-11-09
Principle Wealth Partners LLC
UNCHANGED
Shares6,092 from 6,092
Change0 (0%)
Value$229.1K (+$2.1K)
Filed 2026-11-02
Lakewood Asset Management LLC
NEW
Shares6,054
Change+6,054
Value$227.7K
Filed 2026-10-26
Archer Investment Management, LLC
DECREASED
Shares6,026 from 8,489
Change-2,463 (-29%)
Value$226.6K (-$89.7K)
Filed 2026-10-13
CNB Bank
UNCHANGED
Shares5,653 from 5,653
Change0 (0%)
Value$212.6K (+$2.0K)
Filed 2026-11-09
Equita Financial Network, Inc.
INCREASED
Shares5,644 from 5,640
Change+4 (+0%)
Value$212.3K (+$2.1K)
Filed 2026-10-19
Bayshore Asset Management, LLC
NEW
Shares5,607
Change+5,607
Value$210.1K
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares5,511 from 5,511
Change0 (0%)
Value$207.3K (+$1.9K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
INCREASED
Shares5,409 from 5,333
Change+76 (+1%)
Value$203.4K (+$4.7K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares5,152 from 5,152
Change0 (0%)
Value$194.0K (+$2.0K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares4,724
Change+4,724
Value$177.7K
Filed 2026-10-27
Washington Trust Advisors, Inc.
INCREASED
Shares4,384 from 2,809
Change+1,575 (+56%)
Value$164.9K (+$60.2K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares4,149 from 4,139
Change+10 (+0%)
Value$156.1K (+$1.8K)
Filed 2026-10-07
Prudent Man Investment Management, Inc.
INCREASED
Shares3,971 from 54
Change+3,917 (+7254%)
Value$149.4K (+$147.5K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,296 from 3,296
Change0 (0%)
Value$124.0K (+$1.2K)
Filed 2026-10-21
Keystone Financial Group, Inc.
INCREASED
Shares2,534 from 2,522
Change+12 (+0%)
Value$95.3K (+$1.3K)
Filed 2026-10-13
Global Trust Asset Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$94.0K (+$875)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares2,429 from 2,346
Change+83 (+4%)
Value$91.4K (+$3.9K)
Filed 2026-11-05
Hantz Financial Services, Inc.
INCREASED
Shares2,424 from 180
Change+2,244 (+1247%)
Value$91.0K (+$91.0K)
Filed 2026-11-09
1620 Investment Advisors, Inc.
DECREASED
Shares2,277 from 2,317
Change-40 (-2%)
Value$85.6K (-$693)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares1,886 from 1,243
Change+643 (+52%)
Value$70.9K (+$24.6K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares1,669 from 8,680
Change-7,011 (-81%)
Value$62.8K (-$260.6K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$52.2K (+$486)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares1,121 from 1,115
Change+6 (+1%)
Value$42.2K (+$595)
Filed 2026-11-03
Fairway Wealth LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$33.6K (+$313)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares882
Change+882
Value$33.2K
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares868
Change+868
Value$32.6K
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$30.7K (+$285)
Filed 2026-10-30
IAG Wealth Partners, LLC
NEW
Shares805
Change+805
Value$30.3K
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$29.3K (+$272)
Filed 2026-10-20
Gleason Group, Inc.
INCREASED
Shares772 from 768
Change+4 (+1%)
Value$29.0K (+$409)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares739 from 735
Change+4 (+1%)
Value$27.8K (+$392)
Filed 2026-10-14
Tower Trust & Investment Co
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$23.2K (+$222)
Filed 2026-10-28
Coston, McIsaac & Partners
INCREASED
Shares599 from 596
Change+3 (+1%)
Value$22.5K (+$545)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares536 from 526
Change+10 (+2%)
Value$20.2K (+$560)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$18.3K (+$171)
Filed 2026-10-28
Albion Financial Group
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$17.7K (+$164)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$17.7K (+$165)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$16.6K (+$186)
Filed 2026-10-26
Align Financial, LLC
NEW
Shares400
Change+400
Value$15.0K
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares375 from 79
Change+296 (+375%)
Value$14.1K (+$11.2K)
Filed 2026-11-03
City State Bank
DECREASED
Shares336 from 381
Change-45 (-12%)
Value$12.6K (-$1.6K)
Filed 2026-10-20
Russell Investments Group, Ltd.
NEW
Shares309
Change+309
Value$11.6K
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$10.3K (+$96)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares226 from 46
Change+180 (+391%)
Value$8.5K (+$6.8K)
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares207
Change+207
Value$7.7K
Filed 2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$7.7K (+$72)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$5.2K (+$48)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.8K (+$17)
Filed 2026-10-13
Compass Financial Management LLC
NEW
Shares27
Change+27
Value$1.0K
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares25
Change+25
Value$940
Filed 2026-10-15
Valued Wealth Advisors LLC
NEW
Shares1
Change+1
Value$38
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 16,443
Change-16,443 (-100%)
Value$0 (-$612.7K)
Filed 2026-10-26
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 16,242
Change-16,242 (-100%)
Value$0 (-$605.2K)
Filed 2026-10-15
Squarepoint Ops LLC
CLOSED
Shares0 from 9,421
Change-9,421 (-100%)
Value$0 (-$351.0K)
Filed 2026-11-09
Winnacle Wealth LLC
CLOSED
Shares0 from 9,263
Change-9,263 (-100%)
Value$0 (-$345.2K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 7,052
Change-7,052 (-100%)
Value$0 (-$262.0K)
Filed 2026-10-13
Jnba Financial Advisors
CLOSED
Shares0 from 6,505
Change-6,505 (-100%)
Value$0 (-$242.4K)
Filed 2026-11-03
Haven Private, LLC
CLOSED
Shares0 from 5,755
Change-5,755 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-27
Aprio Wealth Management, LLC
CLOSED
Shares0 from 5,604
Change-5,604 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$141.6K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,361
Change-2,361 (-100%)
Value$0 (-$88.0K)
Filed 2026-10-13
Evermay Wealth Management LLC
CLOSED
Shares0 from 998
Change-998 (-100%)
Value$0 (-$37.2K)
Filed 2026-11-05
Go Invest LLC
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$26.8K)
Filed 2026-10-09
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$22.3K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-23
Brooklyn FI, LLC
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$13.5K)
Filed 2026-11-05
Quent Capital, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$10.8K)
Filed 2026-11-09
Mercer Global Advisors Inc
N/A
Shares— from 41,492,937
Change-41,492,937 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,961,527
Change-5,961,527 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,973,487
Change-4,973,487 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,329,141
Change-4,329,141 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,422,470
Change-3,422,470 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,581,098
Change-2,581,098 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,570,590
Change-2,570,590 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,513,803
Change-2,513,803 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 2,380,785
Change-2,380,785 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 2,362,665
Change-2,362,665 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,349,813
Change-2,349,813 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 2,342,238
Change-2,342,238 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,176,295
Change-2,176,295 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,025,737
Change-2,025,737 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,908,635
Change-1,908,635 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,673,693
Change-1,673,693 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,669,988
Change-1,669,988 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 1,642,156
Change-1,642,156 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,639,559
Change-1,639,559 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,621,451
Change-1,621,451 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,614,612
Change-1,614,612 (-100%)
Value—
Miramar Fiduciary Corp
N/A
Shares— from 1,523,973
Change-1,523,973 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,498,356
Change-1,498,356 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,417,906
Change-1,417,906 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,409,468
Change-1,409,468 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,365,950
Change-1,365,950 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,303,889
Change-1,303,889 (-100%)
Value—
American Trust
N/A
Shares— from 1,134,501
Change-1,134,501 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,059,460
Change-1,059,460 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 951,573
Change-951,573 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 910,165
Change-910,165 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 832,574
Change-832,574 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 784,242
Change-784,242 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 775,401
Change-775,401 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 766,762
Change-766,762 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 750,319
Change-750,319 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 731,289
Change-731,289 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 724,427
Change-724,427 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 680,849
Change-680,849 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 669,709
Change-669,709 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 666,771
Change-666,771 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 628,141
Change-628,141 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 587,097
Change-587,097 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 575,840
Change-575,840 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 560,466
Change-560,466 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 510,937
Change-510,937 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 481,952
Change-481,952 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 481,020
Change-481,020 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 477,389
Change-477,389 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 439,135
Change-439,135 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 411,589
Change-411,589 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 403,790
Change-403,790 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 400,923
Change-400,923 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 387,103
Change-387,103 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 383,094
Change-383,094 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 368,105
Change-368,105 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 362,790
Change-362,790 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 340,885
Change-340,885 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 315,415
Change-315,415 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 302,523
Change-302,523 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 296,104
Change-296,104 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 292,259
Change-292,259 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 291,608
Change-291,608 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 290,849
Change-290,849 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 276,426
Change-276,426 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 250,908
Change-250,908 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 247,440
Change-247,440 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 239,201
Change-239,201 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 218,087
Change-218,087 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 208,310
Change-208,310 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 204,130
Change-204,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 193,541
Change-193,541 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 191,989
Change-191,989 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 191,110
Change-191,110 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 178,527
Change-178,527 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 173,115
Change-173,115 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 171,420
Change-171,420 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 171,154
Change-171,154 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 169,245
Change-169,245 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 159,552
Change-159,552 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 153,329
Change-153,329 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 152,717
Change-152,717 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 141,685
Change-141,685 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 136,863
Change-136,863 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 133,450
Change-133,450 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 129,994
Change-129,994 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 122,538
Change-122,538 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 116,363
Change-116,363 (-100%)
Value—
UBS Group AG
N/A
Shares— from 112,056
Change-112,056 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 109,344
Change-109,344 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 103,136
Change-103,136 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 97,034
Change-97,034 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 94,532
Change-94,532 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 93,031
Change-93,031 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 90,860
Change-90,860 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 88,489
Change-88,489 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 85,080
Change-85,080 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 83,664
Change-83,664 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 78,863
Change-78,863 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 75,202
Change-75,202 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 75,167
Change-75,167 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 74,600
Change-74,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 74,243
Change-74,243 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 72,589
Change-72,589 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 70,203
Change-70,203 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 69,247
Change-69,247 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 66,068
Change-66,068 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 64,369
Change-64,369 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 63,909
Change-63,909 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 61,381
Change-61,381 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 61,225
Change-61,225 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 60,676
Change-60,676 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 58,611
Change-58,611 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 58,374
Change-58,374 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 57,375
Change-57,375 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 56,575
Change-56,575 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 55,683
Change-55,683 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 54,601
Change-54,601 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 53,341
Change-53,341 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 50,971
Change-50,971 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 49,330
Change-49,330 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 47,452
Change-47,452 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 45,636
Change-45,636 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 45,628
Change-45,628 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 45,008
Change-45,008 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 43,116
Change-43,116 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 42,384
Change-42,384 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 41,475
Change-41,475 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,152
Change-38,152 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 37,362
Change-37,362 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 35,734
Change-35,734 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 34,866
Change-34,866 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 33,948
Change-33,948 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 32,905
Change-32,905 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 32,307
Change-32,307 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,763
Change-31,763 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 31,667
Change-31,667 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 30,673
Change-30,673 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 30,393
Change-30,393 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,846
Change-26,846 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 25,714
Change-25,714 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 25,700
Change-25,700 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,696
Change-25,696 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 25,611
Change-25,611 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 22,557
Change-22,557 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 21,172
Change-21,172 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 19,969
Change-19,969 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,213
Change-18,213 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 17,888
Change-17,888 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 17,461
Change-17,461 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,907
Change-16,907 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 16,415
Change-16,415 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,079
Change-16,079 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 15,540
Change-15,540 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 14,357
Change-14,357 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 13,836
Change-13,836 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,738
Change-13,738 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,592
Change-12,592 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,893
Change-11,893 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,602
Change-11,602 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 9,953
Change-9,953 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,839
Change-8,839 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,393
Change-8,393 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 8,359
Change-8,359 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,316
Change-8,316 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,851
Change-6,851 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,431
Change-6,431 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 617
Change-617 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 153
Change-153 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED16,693,55816,467,379+226,179+1%$613.6M$627.8M+$14.3M2026-10-16
Evensky & Katz LLC
INCREASED6,184,3546,091,469+92,885+2%$227.0M$232.6M+$5.6M2026-10-27
Apella Capital, LLC
INCREASED5,071,7424,772,870+298,872+6%$179.3M$189.4M+$10.1M2026-10-08
Greenspring Advisors, LLC
INCREASED4,558,2004,494,230+63,970+1%$167.5M$171.4M+$4.0M2026-11-05
Plancorp, LLC
INCREASED4,268,7713,901,958+366,813+9%$145.5M$160.0M+$14.5M2026-11-03
RW Investment Management LLC
DECREASED4,196,7874,217,089-20,3020%$157.1M$157.8M+$712.4K2026-11-03
LPL Financial LLC
INCREASED4,185,2083,963,122+222,086+6%$147.7M$157.4M+$9.7M2026-11-06
Summit Financial Strategies, Inc.
INCREASED4,044,9583,967,115+77,843+2%$147.8M$152.1M+$4.3M2026-10-14
AWM Capital, LLC
INCREASED3,770,8223,639,850+130,972+4%$135.6M$141.8M+$6.2M2026-10-16
Maseco LLP
INCREASED3,759,6543,391,403+368,251+11%$126.2M$141.4M+$15.2M2026-10-27
Cannon Financial Strategists, Inc.
INCREASED3,632,5453,603,650+28,895+1%$134.3M$136.6M+$2.3M2026-10-19
Sageworth Trust Co
INCREASED3,355,6813,184,052+171,629+5%$118.6M$126.2M+$7.6M2026-10-30
Assetmark, Inc
INCREASED3,254,3193,132,068+122,251+4%$116.7M$122.4M+$5.7M2026-10-21
Park Avenue Securities LLC
INCREASED3,115,6392,957,764+157,875+5%$110.2M$117.2M+$7.0M2026-10-26
Symmetry Partners, LLC
INCREASED3,002,6382,983,850+18,788+1%$111.2M$112.9M+$1.8M2026-10-27
Annex Advisory Services, LLC
INCREASED2,969,7172,662,339+307,378+12%$99.2M$111.7M+$12.5M2026-10-16
Asset Dedication, LLC
INCREASED2,637,8352,461,908+175,927+7%$91.7M$99.2M+$7.5M2026-11-03
Phillips Financial Management, LLC
INCREASED2,543,8932,464,885+79,008+3%$91.8M$95.7M+$3.8M2026-10-19
Brighton Jones LLC
INCREASED2,342,3612,222,157+120,204+5%$82.8M$88.1M+$5.3M2026-11-03
Bernicke Wealth Management, Ltd.
INCREASED2,299,4882,226,505+72,983+3%$83.0M$86.5M+$3.5M2026-11-06
Elser Financial Planning, Inc
INCREASED2,282,3832,207,216+75,167+3%$82.2M$85.8M+$3.6M2026-10-16
Savant Capital, LLC
INCREASED2,224,9391,673,458+551,481+33%$62.4M$83.7M+$21.3M2026-11-06
Leading Edge Financial Planning LLC
INCREASED2,220,6642,149,853+70,811+3%$80.1M$83.5M+$3.4M2026-10-23
Kestra Investment Management, LLC
DECREASED2,215,6252,234,347-18,722-1%$83.3M$83.3M+$77.9K2026-11-04
SJS Investment Consulting Inc.
INCREASED2,213,1982,069,299+143,899+7%$77.1M$83.2M+$6.1M2026-10-26
Moss Adams Wealth Advisors LLC
INCREASED2,069,8281,976,543+93,285+5%$73.6M$77.8M+$4.2M2026-10-28
Syverson Strege & Co
INCREASED2,061,8982,037,905+23,993+1%$75.9M$77.5M+$1.6M2026-11-02
Catalyst Capital Advisors LLC
INCREASED1,799,7701,627,486+172,284+11%$60.6M$67.7M+$7.0M2026-11-02
Millburn Ridgefield LLC
INCREASED1,799,7701,627,486+172,284+11%$60.6M$67.7M+$7.0M2026-11-06
Rockwood Wealth Management, LLC
DECREASED1,752,2751,772,707-20,432-1%$66.1M$65.9M-$148.0K2026-10-27
TFO Wealth Partners, LLC
INCREASED1,750,2351,020,265+729,970+72%$38.0M$65.8M+$27.8M2026-11-09
DecisionPoint Financial, LLC
INCREASED1,731,4011,583,340+148,061+9%$58.9M$64.5M+$5.7M2026-10-27
Aspen Wealth Management LLC
INCREASED1,640,5691,520,708+119,861+8%$56.7M$61.7M+$5.0M2026-10-14
Kooman & Associates
INCREASED1,581,9811,536,506+45,475+3%$57.3M$59.5M+$2.2M2026-10-21
DiNuzzo Private Wealth, Inc.
INCREASED1,405,0221,387,635+17,387+1%$51.7M$52.8M+$1.1M2026-10-16
Stordahl Capital Management, Inc.
DECREASED1,395,4571,396,977-1,5200%$52.1M$52.5M+$431.8K2026-10-22
Kestra Advisory Services, LLC
INCREASED1,340,5051,107,907+232,598+21%$41.3M$50.4M+$9.1M2026-11-02
Burton Enright Welch
INCREASED1,320,6271,238,480+82,147+7%$46.1M$49.7M+$3.5M2026-11-04
Verisail Partners, LLC
INCREASED1,289,2481,277,289+11,959+1%$47.6M$48.5M+$896.8K2026-10-19
Your Advocates Ltd., LLP
INCREASED1,253,6461,233,817+19,829+2%$46.0M$47.1M+$1.2M2026-11-03
RS Crum Inc.
INCREASED1,243,3031,215,184+28,119+2%$45.3M$46.8M+$1.5M2026-10-19
Hill Island Financial LLC
INCREASED1,237,8341,139,283+98,551+9%$42.4M$46.6M+$4.1M2026-10-20
One Degree Advisors Inc
INCREASED1,219,8621,184,642+35,220+3%$44.1M$46.1M+$2.0M2026-11-06
Alpha Financial Advisors, LLC
INCREASED1,219,5321,186,703+32,829+3%$44.2M$45.9M+$1.7M2026-11-09
BCU Wealth Advisors, LLC
INCREASED1,199,6231,124,264+75,359+7%$41.9M$45.1M+$3.2M2026-10-16
Trust Co of the South
INCREASED1,189,4051,065,016+124,389+12%$39.7M$44.7M+$5.1M2026-10-21
AdvisorNet Financial, Inc
INCREASED1,179,9631,161,091+18,872+2%$43.3M$44.1M+$856.6K2026-10-15
Burney Co/
INCREASED1,163,2541,049,563+113,691+11%$39.1M$43.7M+$4.6M2026-10-15
EnRich Financial Partners LLC
INCREASED1,157,8031,146,900+10,903+1%$42.7M$43.5M+$811.5K2026-10-21
True Wealth Design, LLC
INCREASED1,152,0521,136,103+15,949+1%$42.3M$43.3M+$997.5K2026-10-13
ARK & TLK Investments, LLC
INCREASED1,133,7991,074,334+59,465+6%$40.0M$42.6M+$2.6M2026-10-20
Straight Path Wealth Management
INCREASED1,123,9681,061,732+62,236+6%$39.6M$42.3M+$2.7M2026-10-23
Tassel Capital Management, Inc.
INCREASED1,094,3121,051,521+42,791+4%$39.2M$41.2M+$2.0M2026-10-20
Capstone Capital LLC
INCREASED1,081,7501,065,523+16,227+2%$39.7M$40.7M+$983.2K2026-10-14
Merit Financial Group, LLC
INCREASED1,046,555226,432+820,123+362%$8.4M$39.4M+$30.9M2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED1,035,0711,051,864-16,793-2%$39.2M$38.9M-$263.4K2026-11-02
SC&H Financial Advisors, Inc.
INCREASED1,027,0011,008,819+18,182+2%$37.6M$38.6M+$1.0M2026-10-14
Mattern Wealth Management LLC
INCREASED1,026,4501,021,560+4,890+0%$38.1M$38.6M+$541.5K2026-11-04
United Wealth Management, LLC
INCREASED999,317986,763+12,554+1%$36.8M$37.6M+$817.5K2026-10-30
Integrity Advisory Solutions, LLC
INCREASED991,537876,402+115,135+13%$32.7M$37.3M+$4.6M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED927,953906,068+21,885+2%$33.8M$34.9M+$1.1M2026-11-02
Market Street Wealth Management Advisors LLC
INCREASED923,856818,259+105,597+13%$30.5M$34.7M+$4.3M2026-10-09
Pinnacle Financial Group, LLC / IL
DECREASED919,933929,846-9,913-1%$34.6M$34.6M-$47.4K2026-10-29
Hurlow Wealth Management Group, Inc.
INCREASED912,579853,239+59,340+7%$31.8M$34.3M+$2.5M2026-10-29
Quantum Financial Planning Services, Inc.
INCREASED908,706850,171+58,535+7%$31.7M$34.2M+$2.5M2026-10-14
Freedom Investment Management, Inc.
INCREASED883,829875,410+8,419+1%$32.6M$33.2M+$623.0K2026-11-09
Acorn Creek Capital LLC
INCREASED882,660879,322+3,338+0%$32.8M$33.2M+$433.3K2026-11-05
Lutz Financial Services LLC
INCREASED880,042833,294+46,748+6%$31.0M$33.1M+$2.0M2026-11-06
Sensible Money, LLC
INCREASED851,822760,816+91,006+12%$28.3M$32.0M+$3.7M2026-10-20
Advisor OS, LLC
INCREASED839,005832,574+6,431+1%$31.0M$31.6M+$533.3K2026-11-03
Rachor Investment Advisory Services, LLC
INCREASED838,365827,571+10,794+1%$30.8M$31.5M+$695.6K2026-10-29
Commonwealth Equity Services, LLC
DECREASED832,9221,635,060-802,138-49%$60.9M$31.3M-$29.6M2026-11-02
Farther Finance Advisors, LLC
INCREASED828,193502,954+325,239+65%$18.7M$31.1M+$12.4M2026-10-08
Evanson Financial, LLC
INCREASED807,658805,048+2,610+0%$30.0M$30.4M+$379.9K2026-10-23
SwitchPoint Financial Planning, LLC
INCREASED790,161765,837+24,324+3%$28.5M$29.7M+$1.2M2026-11-02
Woodward Financial Advisors, Inc.
INCREASED788,347769,245+19,102+2%$28.7M$29.6M+$987.7K2026-10-19
Krilogy Financial LLC
DECREASED726,875820,801-93,926-11%$30.6M$27.2M-$3.3M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED725,405685,786+39,619+6%$25.6M$27.3M+$1.7M2026-10-16
Cambridge Financial Group, LLC
UNCHANGED722,462722,46200%$26.9M$26.9M$02026-10-06
JFS Wealth Advisors, LLC
INCREASED714,075680,153+33,922+5%$25.3M$26.9M+$1.5M2026-11-03
Chicago Partners Investment Group LLC
INCREASED706,621660,692+45,929+7%$24.6M$26.4M+$1.8M2026-10-27
Discipline Wealth Solutions, LLC
DECREASED698,673725,663-26,990-4%$27.0M$26.3M-$761.1K2026-10-14
Burk Holdings LLC
INCREASED692,009659,347+32,662+5%$24.6M$26.0M+$1.5M2026-11-05
PCA Investment Advisory Services Inc.
INCREASED671,162635,792+35,370+6%$23.7M$25.2M+$1.6M2026-10-13
Vestia Personal Wealth Advisors
INCREASED667,592625,867+41,725+7%$21.0M$22.8M+$1.8M2026-10-20
Integrity Alliance, Llc.
INCREASED657,958650,368+7,590+1%$24.2M$24.7M+$513.1K2026-10-29
New Dimensions Wealth Management, LLC
INCREASED653,635625,336+28,299+5%$23.3M$24.6M+$1.3M2026-11-02
Blume Capital Management, Inc.
DECREASED636,609644,311-7,702-1%$24.0M$23.9M-$64.2K2026-10-26
XY Planning Network, Inc.
INCREASED636,138547,885+88,253+16%$20.4M$23.9M+$3.5M2026-10-14
Creative Planning
DECREASED634,907645,474-10,567-2%$24.1M$23.9M-$171.5K2026-11-02
Versant Capital Management, Inc
INCREASED631,477611,556+19,921+3%$22.8M$23.7M+$963.3K2026-10-02
Aire Advisors, LLC
INCREASED625,920603,963+21,957+4%$22.5M$23.5M+$1.0M2026-10-22
Vannoy Advisory Group, Inc.
INCREASED623,428621,603+1,825+0%$23.2M$23.4M+$286.2K2026-10-13
Cambridge Capital Management, LLC
INCREASED614,207569,855+44,352+8%$21.2M$23.1M+$1.9M2026-10-19
Scratch Capital LLC
INCREASED613,328584,181+29,147+5%$21.8M$23.1M+$1.3M2026-11-02
Hippocratic Financial Advisors, LLC
INCREASED605,739586,032+19,707+3%$21.8M$22.8M+$946.3K2026-10-13
Foundry Financial LLC
INCREASED601,822496,731+105,091+21%$18.5M$22.6M+$4.1M2026-10-16
Cypress Point Wealth Management, LLC
INCREASED597,524566,203+31,321+6%$21.1M$22.5M+$1.4M2026-11-03
Wealth Advisors Northwest LLC
INCREASED592,193563,696+28,497+5%$21.0M$22.3M+$1.3M2026-10-29
Financial Symmetry Inc
INCREASED589,860459,720+130,140+28%$17.1M$22.2M+$5.1M2026-10-06
Pillar Financial Advisors, LLC
INCREASED588,707551,834+36,873+7%$20.6M$22.1M+$1.6M2026-10-21
Vestment Financial LLC
INCREASED571,460529,867+41,593+8%$19.8M$21.3M+$1.5M2026-10-13
Studio Investment Management LLC
DECREASED570,929571,990-1,0610%$21.3M$21.5M+$160.3K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED568,142524,928+43,214+8%$19.6M$21.4M+$1.8M2026-11-04
Wealthcare Advisory Partners LLC
INCREASED566,819566,612+207+0%$21.1M$21.3M+$206.1K2026-10-21
Mills Wealth Advisors LLC
INCREASED562,328531,425+30,903+6%$19.8M$21.1M+$1.3M2026-10-22
AA Financial Advisors, LLC
INCREASED560,147530,537+29,610+6%$19.8M$21.1M+$1.3M2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED551,909517,545+34,364+7%$19.3M$20.8M+$1.5M2026-10-14
BCO Wealth Management LLC
INCREASED549,555532,087+17,468+3%$19.8M$20.7M+$843.2K2026-10-14
Heritage Investment Group, Inc.
INCREASED548,158530,683+17,475+3%$19.8M$20.6M+$843.0K2026-11-03
Private Wealth Management Group, LLC
DECREASED544,206577,510-33,304-6%$21.5M$20.5M-$1.1M2026-10-19
Quarry Hill Advisors, LLC
INCREASED535,042511,484+23,558+5%$19.1M$20.1M+$1.1M2026-11-04
Gemmer Asset Management LLC
INCREASED530,953515,909+15,044+3%$19.2M$20.0M+$746.4K2026-10-16
LifeGuide Financial Advisors, LLC
INCREASED515,139497,486+17,653+4%$18.5M$19.4M+$838.1K2026-10-20
Marks Group Wealth Management, Inc
NEW514,047—+514,047——$19.3M—2026-11-05
Great Waters Wealth Management
DECREASED491,025574,484-83,459-15%$21.4M$18.5M-$2.9M2026-10-07
Beacon Hill Wealth Management Ltd.
INCREASED490,610424,886+65,724+15%$15.8M$18.5M+$2.6M2026-10-21
Hiley Hunt Wealth Management
INCREASED479,777462,375+17,402+4%$17.2M$18.0M+$816.3K2026-10-08
Riverchase Wealth Management, LLC
INCREASED468,797458,556+10,241+2%$17.1M$17.6M+$545.7K2026-10-28
Pacific Asset Management, LLC
INCREASED456,347452,923+3,424+1%$16.9M$17.2M+$287.3K2026-10-15
Austin Asset Management Co Inc
INCREASED436,215434,237+1,978+0%$16.2M$16.4M+$226.4K2026-10-29
Watchman Group, Inc.
INCREASED434,821433,264+1,557+0%$16.1M$16.4M+$210.2K2026-10-16
Cardiff Park Advisors, LLC
INCREASED429,954410,189+19,765+5%$15.3M$16.2M+$886.9K2026-11-09
Timonier Family Office, Ltd.
DECREASED414,541416,074-1,5330%$15.5M$15.6M+$88.0K2026-11-03
Geneos Wealth Management Inc.
INCREASED414,245393,939+20,306+5%$14.7M$15.6M+$901.6K2026-11-09
Financial Harvest, LLC
INCREASED411,100380,560+30,540+8%$14.2M$15.5M+$1.3M2026-10-15
Signature Resources Capital Management, LLC
INCREASED399,377390,303+9,074+2%$14.5M$15.0M+$477.9K2026-10-16
Tillman Hartley LLC
INCREASED398,280366,947+31,333+9%$13.7M$15.0M+$1.3M2026-11-06
Ridgeline Wealth, LLC
INCREASED390,662383,536+7,126+2%$14.3M$14.7M+$429.6K2026-10-14
Client 1ST Advisory Group, LLC
DECREASED387,664403,078-15,414-4%$15.0M$14.6M-$438.7K2026-10-19
American Capital Advisory, LLC
INCREASED386,959354,625+32,334+9%$13.2M$14.6M+$1.3M2026-10-28
SageOak Financial, LLC
INCREASED380,369378,366+2,003+1%$14.1M$14.3M+$207.8K2026-10-19
B&D White Capital Company, LLC
UNCHANGED377,439377,43900%$14.1M$14.2M+$132.1K2026-11-02
Abel Hall, LLC
DECREASED365,171366,371-1,2000%$13.7M$13.7M+$83.1K2026-10-19
KFG Wealth Management, LLC
INCREASED359,270338,219+21,051+6%$12.6M$13.5M+$910.1K2026-10-16
RFG Advisory, LLC
INCREASED336,953334,078+2,875+1%$12.4M$12.7M+$225.1K2026-11-03
Physician Wealth Solutions Inc.
DECREASED332,904339,783-6,879-2%$12.7M$12.5M-$139.8K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
DECREASED332,863336,621-3,758-1%$12.5M$12.5M-$23.5K2026-10-16
Amicus Financial Advisors, LLC
INCREASED332,312232,305+100,007+43%$8.7M$12.5M+$3.8M2026-11-03
Porter White Investment Advisors, Inc.
INCREASED331,182162,353+168,829+104%$6.0M$12.5M+$6.4M2026-10-14
Indivisible Partners
NEW330,676—+330,676——$12.4M—2026-10-26
Vise Technologies, Inc.
INCREASED299,219132,870+166,349+125%$5.0M$11.3M+$6.3M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED288,811231,021+57,790+25%$8.7M$10.8M+$2.1M2026-10-13
CSP Financial Group, LLC
INCREASED278,674265,082+13,592+5%$9.9M$10.5M+$604.0K2026-10-26
RCS Financial Planning, LLC
DECREASED267,523306,958-39,435-13%$11.4M$10.1M-$1.4M2026-10-14
Penobscot Wealth Management
INCREASED264,412254,075+10,337+4%$9.5M$9.9M+$477.7K2026-10-21
Wheels Up Wealth, Inc.
DECREASED262,626263,086-4600%$9.8M$9.9M+$74.8K2026-10-27
Cravens & Co Advisors, LLC
INCREASED262,550261,636+914+0%$9.7M$9.9M+$125.9K2026-10-16
Robinson Smith Wealth Advisors LLC
INCREASED261,770252,631+9,139+4%$9.4M$9.8M+$432.1K2026-10-22
Choreo, LLC
INCREASED258,939111,566+147,373+132%$4.2M$9.7M+$5.6M2026-10-28
Outbound Financial Inc
DECREASED246,706250,903-4,197-2%$9.3M$9.3M-$70.1K2026-10-13
Sageworth Trust Co of South Dakota
INCREASED246,615221,248+25,367+11%$8.2M$9.3M+$1.0M2026-10-30
Mission Wealth Management, LP
DECREASED244,181246,056-1,875-1%$9.2M$9.2M+$15.6K2026-10-15
Citigroup Inc
INCREASED240,107210,792+29,315+14%$7.9M$9.0M+$1.2M2026-11-04
Archford Capital Strategies, LLC
INCREASED230,720145,941+84,779+58%$5.4M$8.7M+$3.2M2026-10-19
Vista Capital Partners, Inc.
INCREASED220,330203,209+17,121+8%$7.6M$8.3M+$715.0K2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED219,315254,881-35,566-14%$9.5M$8.2M-$1.2M2026-10-13
Heffernan Advisory, Inc
INCREASED219,143182,089+37,054+20%$6.8M$8.2M+$1.5M2026-10-13
Bdfs Capital LLC
INCREASED218,090207,856+10,234+5%$7.7M$8.2M+$457.7K2026-10-14
Tandemgrowth Financial Advisors LLC
INCREASED209,597196,494+13,103+7%$7.3M$7.9M+$561.6K2026-11-05
Thrivent Financial for Lutherans
NEW203,279—+203,279——$7.6M—2026-11-05
Strategent Financial, LLC
INCREASED202,793167,434+35,359+21%$6.2M$7.6M+$1.4M2026-10-30
Kane Co Wealth Management, Inc.
DECREASED200,843201,383-5400%$7.5M$7.6M+$50.1K2026-11-04
Clearstead Advisors, LLC
UNCHANGED200,000200,00000%$7.5M$7.5M+$70.0K2026-11-06
GEM Asset Management, LLC
INCREASED199,269165,392+33,877+20%$6.2M$7.5M+$1.3M2026-10-13
Prospect Financial Group LLC
DECREASED195,892202,685-6,793-3%$7.6M$7.4M-$184.5K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED194,934184,482+10,452+6%$6.9M$7.3M+$457.7K2026-10-13
JDH Wealth Management, LLC
INCREASED194,145181,966+12,179+7%$6.8M$7.3M+$521.7K2026-10-20
Allworth Financial LP
INCREASED192,48651,949+140,537+271%$1.9M$7.2M+$5.2M2026-11-06
Essential Planning, Llc.
INCREASED190,735160,754+29,981+19%$6.0M$7.2M+$1.2M2026-10-21
Grand Wealth Management, LLC
DECREASED190,730202,954-12,224-6%$7.6M$7.2M-$388.7K2026-11-09
Index Fund Advisors, Inc.
INCREASED189,901165,123+24,778+15%$6.2M$7.1M+$989.7K2026-11-05
Envision Financial LLC
INCREASED180,823134,784+46,039+34%$5.0M$6.8M+$1.8M2026-10-15
Sowell Financial Services LLC
INCREASED179,240163,320+15,920+10%$6.1M$6.7M+$655.9K2026-10-23
TCI Wealth Advisors, Inc.
INCREASED169,668155,289+14,379+9%$5.8M$6.4M+$595.2K2026-10-30
Kestra Private Wealth Services, LLC
INCREASED168,46783,763+84,704+101%$3.1M$6.3M+$3.2M2026-11-06
Fiduciary Financial Group, LLC
INCREASED165,778159,534+6,244+4%$5.9M$6.2M+$290.7K2026-10-13
Tilson Financial Group, Inc.
DECREASED164,322166,782-2,460-1%$6.2M$6.2M-$34.1K2026-11-09
Monograph Wealth Advisors, LLC
UNCHANGED162,743162,74300%$6.1M$6.1M+$57.0K2026-11-09
BIP Wealth, LLC
INCREASED160,443120,625+39,818+33%$4.5M$6.0M+$1.5M2026-10-22
Sensenig Capital Advisors, Inc
DECREASED159,362163,917-4,555-3%$6.1M$6.0M-$113.9K2026-10-23
Apollon Wealth Management, LLC
DECREASED158,869168,469-9,600-6%$6.3M$6.0M-$302.1K2026-10-23
Coyle Financial Counsel LLC
INCREASED156,867150,299+6,568+4%$5.6M$5.9M+$299.6K2026-10-28
Family Office Research LLC
DECREASED155,472155,564-920%$5.8M$5.8M+$51.0K2026-10-14
Ariadne Wealth Management, LP
INCREASED152,186151,691+495+0%$5.7M$5.7M+$71.7K2026-11-06
Simplicity Wealth,LLC
INCREASED148,993127,209+21,784+17%$4.7M$5.6M+$863.8K2026-10-23
Sprinkle Financial Consultants LLC
INCREASED146,130146,074+56+0%$5.4M$5.5M+$53.3K2026-10-09
Truist Financial Corp
INCREASED142,787132,506+10,281+8%$4.9M$5.4M+$433.1K2026-10-30
Austin Wealth Management, LLC
DECREASED142,222156,540-14,318-9%$5.8M$5.3M-$544.9K2026-11-06
Security Financial Services, Inc.
INCREASED129,735128,277+1,458+1%$4.8M$4.9M+$99.7K2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED127,871129,662-1,791-1%$4.8M$4.8M-$22.0K2026-10-15
Warburton Capital Management, LLC
INCREASED123,350118,772+4,578+4%$4.4M$4.6M+$193.2K2026-11-06
Legacy Financial Group, Inc.
INCREASED120,778106,136+14,642+14%$4.0M$4.5M+$587.8K2026-10-21
Selective Wealth Management, Inc.
INCREASED119,61695,310+24,306+26%$3.6M$4.5M+$940.4K2026-10-16
Northwest Wealth Management, LLC
DECREASED119,292119,887-5950%$4.5M$4.5M+$19.6K2026-10-30
Avant Financial Advisors LLC
INCREASED117,046112,315+4,731+4%$4.2M$4.4M+$217.2K2026-11-02
KFG LLC
NEW114,983—+114,983——$4.3M—2026-11-02
Approach Retirement Advisors, LLC
DECREASED112,716115,422-2,706-2%$4.3M$4.2M-$61.4K2026-10-22
Brookstone Capital Management
INCREASED112,44663,632+48,814+77%$2.4M$4.2M+$1.9M2026-10-22
Waterfront Wealth Inc.
DECREASED112,292113,723-1,431-1%$4.3M$4.2M-$31.0K2026-11-03
Squire Investment Management Company, LLC
INCREASED111,106106,859+4,247+4%$4.0M$4.2M+$197.1K2026-11-03
Harbour Investments, Inc.
INCREASED106,14296,926+9,216+10%$3.6M$4.0M+$380.6K2026-11-09
Nwam LLC
DECREASED104,763105,160-3970%$3.9M$3.9M+$21.9K2026-11-09
Foundation Wealth Management, Llc\pa
DECREASED103,685108,608-4,923-5%$4.0M$3.9M-$147.2K2026-10-14
Triad Wealth Partners, LLC
DECREASED102,293170,798-68,505-40%$6.5M$3.8M-$2.7M2026-10-26
BluePrint Investing LLC
INCREASED102,239101,607+632+1%$3.8M$3.8M+$59.3K2026-10-14
Two West Capital Advisors LLC
INCREASED99,34197,696+1,645+2%$3.6M$3.8M+$127.6K2026-10-15
Root Financial Partners, LLC
INCREASED93,54690,870+2,676+3%$3.4M$3.5M+$132.4K2026-10-21
Ares Financial Consulting, LLC
INCREASED91,40270,517+20,885+30%$2.6M$3.4M+$810.2K2026-10-19
Modera Wealth Management, LLC
DECREASED88,37991,923-3,544-4%$3.4M$3.3M-$101.1K2026-10-28
Five Oceans Advisors
DECREASED87,281230,757-143,476-62%$8.6M$3.3M-$5.3M2026-10-22
Strathmore Capital Advisors, Inc.
INCREASED86,06650,397+35,669+71%$1.9M$3.2M+$1.3M2026-11-09
Willow Creek Wealth Management Inc.
DECREASED85,99086,784-794-1%$3.2M$3.2M+$5132026-10-26
Accurate Wealth Management, LLC
INCREASED85,09576,175+8,920+12%$2.9M$3.2M+$343.0K2026-10-20
Tennessee Valley Asset Management Partners
DECREASED82,78487,117-4,333-5%$3.2M$3.1M-$132.5K2026-11-03
Entrewealth, LLC
INCREASED82,44882,444+40%$3.2M$3.1M-$99.6K2026-10-14
Torren Management, LLC
DECREASED81,00382,000-997-1%$3.1M$3.0M-$8.8K2026-10-29
marrick wealth, LLC
INCREASED80,14078,550+1,590+2%$2.9M$3.0M+$87.3K2026-10-20
Signaturefd, LLC
INCREASED79,01476,234+2,780+4%$2.8M$3.0M+$131.2K2026-10-23
Lawood & Co
UNCHANGED78,17778,17700%$2.9M$2.9M+$27.4K2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED77,82468,736+9,088+13%$2.6M$2.9M+$365.9K2026-10-20
Peirce Capital Management, LLC
INCREASED74,87469,652+5,222+8%$2.6M$2.8M+$220.8K2026-10-19
Firethorn Wealth Partners, LLC
DECREASED73,99774,725-728-1%$2.8M$2.8M-$1.2K2026-10-14
Live Oak Private Wealth LLC
INCREASED71,39970,119+1,280+2%$2.6M$2.7M+$72.7K2026-11-02
55 North Private Wealth, LLC
DECREASED68,83969,799-960-1%$2.6M$2.6M-$11.7K2026-10-20
Gordian Advisors LLC
DECREASED68,62468,852-2280%$2.6M$2.6M+$15.5K2026-10-30
SAX Wealth Advisors, LLC
DECREASED68,499129,351-60,852-47%$4.6M$2.6M-$2.0M2026-10-13
CFS Investment Advisory Services, LLC
DECREASED68,26071,290-3,030-4%$2.7M$2.6M-$103.7K2026-10-19
Great Valley Advisor Group, Inc.
INCREASED67,88049,282+18,598+38%$1.8M$2.6M+$717.3K2026-11-09
MB Generational Wealth, LLC
INCREASED67,14056,043+11,097+20%$2.1M$2.5M+$437.0K2026-11-09
Integras Partners LLC
DECREASED66,40968,007-1,598-2%$2.5M$2.5M-$36.3K2026-10-30
Canvas Wealth Advisors, LLC
INCREASED66,19460,748+5,446+9%$2.3M$2.5M+$244.3K2026-11-02
Cogent Private Wealth, Inc.
DECREASED66,17867,091-913-1%$2.5M$2.5M-$10.9K2026-11-06
McCarley & Cook Financial Planners
UNCHANGED63,01263,01200%$2.3M$2.4M+$22.1K2026-10-21
Apollon Financial, LLC
INCREASED62,35455,321+7,033+13%$2.1M$2.3M+$283.9K2026-10-23
DBK Financial Counsel, LLC
DECREASED61,41762,585-1,168-2%$2.3M$2.3M-$22.0K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED60,63849,854+10,784+22%$1.9M$2.3M+$423.0K2026-10-26
Diversified Trust Co
UNCHANGED59,38759,38700%$2.2M$2.2M+$20.8K2026-11-06
Global Financial Private Client, LLC
INCREASED56,29447,505+8,789+19%$1.8M$2.1M+$347.2K2026-10-15
Bank of Montreal
INCREASED56,29039,995+16,295+41%$1.5M$2.1M+$626.9K2026-11-09
Clear Creek Financial Management, LLC
INCREASED54,65350,632+4,021+8%$1.9M$2.1M+$169.0K2026-10-28
Prospera Financial Services Inc
INCREASED53,05743,125+9,932+23%$1.6M$2.0M+$381.2K2026-11-04
McGrath & Associates, Inc.
INCREASED52,04847,330+4,718+10%$1.8M$2.0M+$194.0K2026-10-27
Aerodigm Wealth, LLC
DECREASED50,00851,912-1,904-4%$1.9M$1.9M-$53.4K2026-10-16
Parkshore Wealth Management, Inc.
DECREASED49,25649,601-345-1%$1.8M$1.9M+$4.4K2026-10-13
GEN Financial Management, Inc.
NEW46,335—+46,335——$1.7M—2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED45,79039,014+6,776+17%$1.5M$1.7M+$268.5K2026-11-03
Altiora Financial Group, LLC
INCREASED45,10244,944+158+0%$1.7M$1.7M+$21.7K2026-11-04
Astra Wealth Partners LLC
INCREASED43,51042,321+1,189+3%$1.6M$1.6M+$59.5K2026-11-06
USAdvisors Wealth Management, LLC
INCREASED43,31342,571+742+2%$1.6M$1.6M+$43.0K2026-10-21
25 LLC
INCREASED42,59742,056+541+1%$1.6M$1.6M+$35.1K2026-10-13
Visionary Wealth Advisors
INCREASED41,49634,069+7,427+22%$1.3M$1.6M+$291.3K2026-11-04
Quad-Cities Investment Group, LLC
INCREASED40,96340,881+82+0%$1.5M$1.5M+$17.4K2026-10-16
Sutton Place Investors LLC
INCREASED40,27039,933+337+1%$1.5M$1.5M+$26.7K2026-10-20
HFG Wealth Management, LLC
UNCHANGED39,24539,24500%$1.5M$1.5M$02026-10-16
HB Wealth Management, LLC
DECREASED38,55638,995-439-1%$1.5M$1.5M-$2.9K2026-10-23
Werba Rubin Papier Wealth Management
INCREASED37,98437,712+272+1%$1.4M$1.4M+$23.4K2026-11-06
Asset Advisory Group, Inc.
INCREASED36,23434,989+1,245+4%$1.3M$1.4M+$59.1K2026-10-20
Concord Wealth Partners
INCREASED34,75010,413+24,337+234%$388.0K$1.3M+$919.0K2026-11-02
Fonville Wealth Management LLC
NEW33,401—+33,401——$1.3M—2026-10-28
IFP Advisors, Inc
INCREASED33,06027,160+5,900+22%$1.0M$1.2M+$231.4K2026-10-16
Perigon Wealth Management, LLC
UNCHANGED31,39231,39200%$1.2M$1.2M+$11.0K2026-10-22
Bessemer Group Inc
UNCHANGED31,14131,14100%$1.2M$1.2M+$11.0K2026-11-09
Oceanside Advisors LLC
INCREASED30,95629,329+1,627+6%$1.1M$1.2M+$71.5K2026-11-03
Clark Asset Management, LLC
DECREASED30,59133,092-2,501-8%$1.2M$1.2M-$82.5K2026-10-19
TAGStone Capital, Inc.
INCREASED29,80628,885+921+3%$1.1M$1.1M+$44.8K2026-11-09
Cogent Strategic Wealth LLC
INCREASED29,66027,998+1,662+6%$1.0M$1.1M+$72.3K2026-10-22
Freedom Day Solutions, LLC
INCREASED28,28719,308+8,979+47%$719.4K$1.1M+$344.5K2026-10-20
Quantum Financial Advisors, LLC
UNCHANGED28,16728,16700%$1.0M$1.1M+$9.9K2026-11-03
Quadcap Wealth Management, LLC
INCREASED28,16027,159+1,001+4%$1.0M$1.1M+$47.2K2026-11-02
Facet Wealth, Inc.
INCREASED27,74518,469+9,276+50%$688.2K$1.0M+$355.3K2026-11-04
Tcfg Investment Advisors, LLC
DECREASED26,32328,601-2,278-8%$1.1M$990.0K-$75.7K2026-10-20
Axxcess Wealth Management, LLC
INCREASED25,50925,302+207+1%$942.7K$959.4K+$16.6K2026-10-21
RED Lighthouse Investment Management, LLC
UNCHANGED24,10624,10600%$898.2K$906.6K+$8.4K2026-11-02
Regions Financial Corp
NEW23,342—+23,342——$877.9K—2026-11-05
Allegiance Financial Group Advisory Services LLC
UNCHANGED22,80922,80900%$849.9K$857.9K+$8.0K2026-11-02
Venture Visionary Partners LLC
DECREASED22,46129,835-7,374-25%$1.1M$844.8K-$266.9K2026-10-07
Investmark Advisory Group LLC
INCREASED21,5939,089+12,504+138%$338.7K$812.1K+$473.5K2026-10-27
Gradient Capital Advisors, LLC
UNCHANGED21,43521,43500%$798.7K$806.2K+$7.5K2026-10-21
Ascentis Independent Advisors
NEW21,203—+21,203——$797.5K—2026-11-03
Tranquility Partners, LLC
INCREASED21,11316,298+4,815+30%$607.3K$794.1K+$186.8K2026-10-20
KPP Advisory Services LLC
NEW21,101—+21,101——$793.6K—2026-10-26
Signal Advisors Wealth, LLC
DECREASED20,94022,140-1,200-5%$824.9K$787.6K-$37.4K2026-10-13
Barry Investment Advisors, LLC
DECREASED20,66725,468-4,801-19%$948.9K$777.3K-$171.6K2026-10-14
First Financial Group Corp
INCREASED20,59020,281+309+2%$755.7K$774.4K+$18.7K2026-10-22
Disciplined Equity Management, Inc.
INCREASED20,44020,310+130+1%$756.8K$768.7K+$12.0K2026-10-14
Beacon Financial Advisory LLC
DECREASED20,43720,443-60%$761.7K$768.6K+$6.9K2026-10-16
Stirlingshire Investments, Inc.
DECREASED20,30523,170-2,865-12%$863.3K$763.7K-$99.7K2026-11-05
WealthSpring Partners, LLC
UNCHANGED20,00020,00000%$745.2K$752.2K+$7.0K2026-10-14
Collective Family Office LLC
UNCHANGED19,24719,24700%$717.1K$723.9K+$6.7K2026-10-05
Opulen Financial Group LLC
INCREASED19,11219,019+93+0%$708.7K$718.8K+$10.1K2026-10-22
rebel Financial LLC
INCREASED18,15718,073+84+0%$673.4K$682.9K+$9.5K2026-11-04
Hurley Capital, LLC
INCREASED17,95316,954+999+6%$631.7K$675.2K+$43.5K2026-11-05
RHL Group, LLC
DECREASED17,77318,413-640-3%$681.3K$668.4K-$12.8K2026-11-04
Prosperity Advisers, LLC
INCREASED17,58410,899+6,685+61%$406.1K$661.3K+$255.2K2026-10-28
SYM Financial Corp
DECREASED17,44417,524-800%$652.9K$656.1K+$3.1K2026-10-26
Confluence Wealth Services, Inc.
UNCHANGED17,40117,40100%$648.4K$654.5K+$6.1K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED17,09923,244-6,145-26%$866.1K$643.1K-$223.0K2026-10-19
Strategic Blueprint, LLC
DECREASED17,05818,222-1,164-6%$679.0K$641.6K-$37.4K2026-10-22
Visionary Horizons, LLC
UNCHANGED16,94516,94500%$631.4K$637.3K+$5.9K2026-10-22
Hartmann Taylor Wealth Management, LLC
INCREASED16,30216,055+247+2%$570.4K$613.1K+$42.7K2026-10-14
1900 Wealth Management LLC
UNCHANGED16,29816,29800%$607.3K$613.0K+$5.7K2026-10-13
Silver OAK Securities, Incorporated
DECREASED16,26619,070-2,804-15%$710.5K$601.2K-$109.3K2026-11-09
Mustard Seed Financial, LLC
DECREASED16,22518,312-2,087-11%$682.3K$610.2K-$72.1K2026-10-30
Hoxton Planning & Management, LLC
DECREASED16,14718,704-2,557-14%$696.9K$607.3K-$89.6K2026-10-15
Avise Financial Cooperative, Inc.
INCREASED16,12714,659+1,468+10%$546.2K$606.5K+$60.3K2026-11-09
MGO One Seven LLC
INCREASED15,8478,791+7,056+80%$327.5K$596.0K+$268.5K2026-10-28
Citizens & Northern Corp
DECREASED15,32617,326-2,000-12%$645.6K$576.4K-$69.2K2026-11-06
Silver Oak Advisory Group, Inc.
NEW15,322—+15,322——$576.3K—2026-11-06
CogentBlue Wealth Advisors, LLC
DECREASED15,27617,674-2,398-14%$658.5K$574.5K-$84.0K2026-10-09
Lee Financial Co
INCREASED15,24215,239+3+0%$567.8K$573.2K+$5.4K2026-10-16
Riverbridge Partners LLC
UNCHANGED14,94414,94400%$556.8K$562.0K+$5.2K2026-11-05
AlphaStar Capital Management, LLC
INCREASED14,86014,682+178+1%$547.0K$558.9K+$11.9K2026-10-16
NorthAvenue LLC
INCREASED14,78414,772+12+0%$550.4K$556.0K+$5.6K2026-10-29
Everest Financial Group LLC
INCREASED14,74910,791+3,958+37%$402.1K$554.7K+$152.6K2026-11-06
Claro Advisors Inc.
NEW14,508—+14,508——$545.7K—2026-11-02
Babb Wealth Advisors LLC
UNCHANGED14,34614,34600%$534.5K$539.6K+$5.0K2026-10-30
Compound Planning, Inc.
INCREASED13,72013,618+102+1%$507.4K$516.0K+$8.6K2026-11-09
J.W. Cole Advisors, Inc.
DECREASED13,59513,734-139-1%$511.7K$511.3K-$4462026-11-05
Oath Planning, LLC
DECREASED13,53413,986-452-3%$521.1K$509.0K-$12.1K2026-10-20
Tactive Advisors, LLC
NEW13,447—+13,447——$505.7K—2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED13,4329,976+3,456+35%$371.7K$505.2K+$133.5K2026-11-02
Pioneer Wealth Management Group
DECREASED13,25014,618-1,368-9%$544.7K$498.3K-$46.3K2026-10-09
Triune Financial Partners, LLC
NEW13,184—+13,184——$495.9K—2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED13,05112,988+63+0%$483.9K$490.8K+$6.9K2026-10-08
Old Peak Finance LLC
INCREASED12,76612,706+60+0%$473.4K$480.1K+$6.7K2026-11-02
Everhart Financial Group, Inc.
UNCHANGED12,57112,57100%$468.4K$472.8K+$4.4K2026-10-08
Wingate Wealth Advisors, Inc.
INCREASED12,53612,476+60+0%$464.8K$471.5K+$6.7K2026-10-26
Core Wealth Management, Inc.
UNCHANGED12,28612,28600%$457.8K$462.1K+$4.3K2026-10-22
Tufton Capital Management
INCREASED12,1038,215+3,888+47%$306.0K$455.0K+$149.0K2026-10-20
Lionshead Wealth Management, LLC
DECREASED12,09312,234-141-1%$455.8K$454.8K-$1.0K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED11,93911,93900%$444.8K$449.0K+$4.2K2026-10-27
Noble Family Wealth, LLC
UNCHANGED11,74511,74500%$437.6K$441.7K+$4.1K2026-10-26
Summit Wealth Group, LLC
DECREASED11,27112,047-776-6%$448.9K$423.9K-$25.0K2026-11-09
Life Planning Partners, Inc
INCREASED11,08110,992+89+1%$409.6K$416.8K+$7.2K2026-10-28
HMV Wealth Advisors, LLC
INCREASED11,00510,895+110+1%$405.9K$413.9K+$8.0K2026-10-27
BOS Asset Management, LLC
INCREASED10,89610,887+9+0%$405.6K$409.8K+$4.2K2026-10-09
Sendero Wealth Management, LLC
NEW10,724—+10,724——$403.3K—2026-10-14
Legacy Advisors, LLC
NEW10,599—+10,599——$398.6K—2026-10-19
Citrine Capital LLC
INCREASED10,5618,743+1,818+21%$325.8K$397.2K+$71.4K2026-10-14
Western Wealth Management, LLC
INCREASED10,5019,679+822+8%$360.6K$394.9K+$34.3K2026-11-09
Financial Synergies Wealth Advisors, Inc.
NEW10,457—+10,457——$393.3K—2026-10-16
Angeles Wealth Management, LLC
UNCHANGED10,39310,39300%$387.2K$390.9K+$3.6K2026-10-26
Abacus Planning Group, Inc.
UNCHANGED10,34010,34000%$385.3K$388.9K+$3.6K2026-11-02
Private Trust Co NA
UNCHANGED10,31610,31600%$384.4K$388.0K+$3.6K2026-10-20
International Private Wealth Advisors LLC
NEW10,308—+10,308——$387.7K—2026-11-05
Aurelius Family Office LLC
DECREASED9,91310,038-125-1%$374.0K$372.8K-$1.2K2026-10-23
Money Concepts Capital Corp
INCREASED9,6119,353+258+3%$348.5K$361.5K+$13.0K2026-11-06
Clarity Capital Advisors, LLC
INCREASED9,5389,491+47+1%$353.6K$358.7K+$5.1K2026-10-27
LexAurum Advisors, LLC
DECREASED9,51510,423-908-9%$388.4K$357.9K-$30.5K2026-10-19
Tableaux LLC
INCREASED9,4869,483+3+0%$353.3K$356.8K+$3.4K2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED9,2379,23700%$344.2K$347.4K+$3.2K2026-11-06
Aspiriant, LLC
NEW9,036—+9,036——$339.8K—2026-10-16
Prudent Investor Advisors, LLC
NEW9,032—+9,032——$339.7K—2026-10-22
HBE Wealth Management, LLC
INCREASED9,0299,017+12+0%$336.0K$339.6K+$3.6K2026-11-06
Kaufman Rossin Wealth, LLC
INCREASED8,6468,511+135+2%$317.7K$325.2K+$7.5K2026-10-19
Elevate Wealth Advisory, Inc
INCREASED8,4648,054+410+5%$300.1K$318.3K+$18.2K2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED8,4258,42500%$315.9K$316.9K+$1.0K2026-10-19
VestGen Advisors, LLC
UNCHANGED8,1268,12600%$302.8K$305.6K+$2.8K2026-10-27
Compass Ion Advisors, LLC
NEW8,118—+8,118——$305.3K—2026-10-23
Spire Wealth Management
INCREASED7,9461,472+6,474+440%$54.8K$298.8K+$244.0K2026-10-30
Donalies Financial Planning, LLC
NEW7,873—+7,873——$296.1K—2026-10-19
CX Institutional
DECREASED7,6749,682-2,008-21%$361$289.0K+$288.6K2026-10-02
Csenge Advisory Group
INCREASED7,5906,543+1,047+16%$243.8K$285.5K+$41.7K2026-11-04
Balefire, LLC
INCREASED7,5416,494+1,047+16%$242.0K$283.6K+$41.7K2026-10-09
Petersen Hastings Wealth Advisors Inc.
DECREASED7,5377,688-151-2%$286.5K$283.5K-$3.0K2026-10-27
Victory Financial Group, LLC
DECREASED7,4987,626-128-2%$284.1K$282.0K-$2.1K2026-10-27
Bank of New York Mellon Corp
DECREASED7,3487,349-10%$273.8K$276.4K+$2.6K2026-11-05
First Affirmative Financial Network
NEW7,253—+7,253——$272.8K—2026-10-21
Langley Wealth Management, LLC
DECREASED7,2037,309-106-1%$272.4K$270.9K-$1.4K2026-11-04
Patriot Financial Group Insurance Agency, LLC
UNCHANGED7,0727,07200%$263.5K$266.0K+$2.5K2026-10-14
Ballew Advisors, Inc
NEW6,943—+6,943——$261.5K—2026-10-05
Shearwater Capital LLC
NEW6,885—+6,885——$258.9K—2026-10-13
Shepherd Financial Partners LLC
UNCHANGED6,8626,86200%$255.7K$258.1K+$2.4K2026-11-03
Level Wealth Management LLC
INCREASED6,8116,789+22+0%$252.9K$256.2K+$3.2K2026-10-23
Long Island Wealth Management, Inc.
UNCHANGED6,7306,73000%$250.8K$253.1K+$2.4K2026-10-20
Daymark Wealth Partners, LLC
NEW6,712—+6,712——$252.4K—2026-11-04
Integrity Investment Advisors, LLC
NEW6,661—+6,661——$250.5K—2026-11-03
HighPoint Advisor Group LLC
NEW6,657—+6,657——$250.4K—2026-11-09
Acropolis Investment Management, LLC
UNCHANGED6,6276,62700%$246.9K$249.2K+$2.3K2026-10-08
McClarren Financial Advisors, Inc.
DECREASED6,5896,637-48-1%$247.3K$247.8K+$5172026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6,57013,779-7,209-52%$513.4K$247.1K-$266.3K2026-10-14
Parkside Financial Bank & Trust
INCREASED6,4726,346+126+2%$236.5K$243.4K+$7.0K2026-10-27
Aspire Private Capital, LLC
DECREASED6,3747,179-805-11%$267.5K$239.7K-$27.7K2026-11-05
Belpointe Asset Management LLC
INCREASED6,3515,775+576+10%$215.2K$238.9K+$23.7K2026-11-09
Fortis Capital Advisors, LLC
INCREASED6,3515,775+576+10%$215.2K$238.9K+$23.7K2026-11-09
Cove Private Wealth, LLC
UNCHANGED6,3216,32100%$235.5K$237.7K+$2.2K2026-10-28
Net Worth Advisory Group
INCREASED6,2646,234+30+0%$232.3K$233.5K+$1.3K2026-10-20
Leavell Investment Management, Inc.
UNCHANGED6,2006,20000%$231.0K$233.2K+$2.2K2026-11-09
Principle Wealth Partners LLC
UNCHANGED6,0926,09200%$227.0K$229.1K+$2.1K2026-11-02
Lakewood Asset Management LLC
NEW6,054—+6,054——$227.7K—2026-10-26
Archer Investment Management, LLC
DECREASED6,0268,489-2,463-29%$316.3K$226.6K-$89.7K2026-10-13
CNB Bank
UNCHANGED5,6535,65300%$210.6K$212.6K+$2.0K2026-11-09
Equita Financial Network, Inc.
INCREASED5,6445,640+4+0%$210.2K$212.3K+$2.1K2026-10-19
Bayshore Asset Management, LLC
NEW5,607—+5,607——$210.1K—2026-11-03
J. Derek Lewis & Associates Inc.
UNCHANGED5,5115,51100%$205.3K$207.3K+$1.9K2026-11-03
Maryland Capital Advisors Inc.
INCREASED5,4095,333+76+1%$198.7K$203.4K+$4.7K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED5,1525,15200%$192.0K$194.0K+$2.0K2026-11-04
Balance Wealth Partners LLC
NEW4,724—+4,724——$177.7K—2026-10-27
Washington Trust Advisors, Inc.
INCREASED4,3842,809+1,575+56%$104.6K$164.9K+$60.2K2026-10-22
Elevation Wealth Partners, LLC
INCREASED4,1494,139+10+0%$154.2K$156.1K+$1.8K2026-10-07
Prudent Man Investment Management, Inc.
INCREASED3,97154+3,917+7254%$1.9K$149.4K+$147.5K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED3,2963,29600%$122.8K$124.0K+$1.2K2026-10-21
Keystone Financial Group, Inc.
INCREASED2,5342,522+12+0%$94.0K$95.3K+$1.3K2026-10-13
Global Trust Asset Management, LLC
UNCHANGED2,5002,50000%$93.2K$94.0K+$8752026-10-19
Fifth Third Bancorp
INCREASED2,4292,346+83+4%$87.4K$91.4K+$3.9K2026-11-05
Hantz Financial Services, Inc.
INCREASED2,424180+2,244+1247%$7$91.0K+$91.0K2026-11-09
1620 Investment Advisors, Inc.
DECREASED2,2772,317-40-2%$86.3K$85.6K-$6932026-11-04
Rossby Financial, LCC
INCREASED1,8861,243+643+52%$46.3K$70.9K+$24.6K2026-11-05
IFG Advisory, LLC
DECREASED1,6698,680-7,011-81%$323.4K$62.8K-$260.6K2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED1,3891,38900%$51.8K$52.2K+$4862026-10-15
Parallel Advisors, LLC
INCREASED1,1211,115+6+1%$41.6K$42.2K+$5952026-11-03
Fairway Wealth LLC
UNCHANGED89489400%$33.3K$33.6K+$3132026-10-30
Nova Financial LLC
NEW882—+882——$33.2K—2026-11-04
Team Financial Group, LLC
NEW868—+868——$32.6K—2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED81581500%$30.4K$30.7K+$2852026-10-30
IAG Wealth Partners, LLC
NEW805—+805——$30.3K—2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED77877800%$29.0K$29.3K+$2722026-10-20
Gleason Group, Inc.
INCREASED772768+4+1%$28.6K$29.0K+$4092026-10-15
Triumph Capital Management
INCREASED739735+4+1%$27.4K$27.8K+$3922026-10-14
Tower Trust & Investment Co
UNCHANGED61861800%$23.0K$23.2K+$2222026-10-28
Coston, McIsaac & Partners
INCREASED599596+3+1%$22.0K$22.5K+$5452026-11-06
CoreCap Advisors, LLC
INCREASED536526+10+2%$19.6K$20.2K+$5602026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED48748700%$18.1K$18.3K+$1712026-10-28
Albion Financial Group
UNCHANGED47047000%$17.5K$17.7K+$1642026-10-21
Larson Financial Group LLC
UNCHANGED47047000%$17.5K$17.7K+$1652026-11-05
Oakworth Capital, Inc.
UNCHANGED44244200%$16.4K$16.6K+$1862026-10-26
Align Financial, LLC
NEW400—+400——$15.0K—2026-10-16
Key Capital Management, Inc
INCREASED37579+296+375%$2.9K$14.1K+$11.2K2026-11-03
City State Bank
DECREASED336381-45-12%$14.2K$12.6K-$1.6K2026-10-20
Russell Investments Group, Ltd.
NEW309—+309——$11.6K—2026-11-06
US Bancorp \de\
UNCHANGED27427400%$10.2K$10.3K+$962026-11-05
Bay Harbor Wealth Management, LLC
INCREASED22646+180+391%$1.7K$8.5K+$6.8K2026-11-03
Rydar Equities, Inc.
NEW207—+207——$7.7K—2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED20520500%$7.6K$7.7K+$722026-11-05
Pacific Center for Financial Services
UNCHANGED13713700%$5.1K$5.2K+$482026-10-15
Cape Investment Advisory, Inc.
UNCHANGED474700%$1.8K$1.8K+$172026-10-13
Compass Financial Management LLC
NEW27—+27——$1.0K—2026-10-30
Blue Trust, Inc.
NEW25—+25——$940—2026-10-15
Valued Wealth Advisors LLC
NEW1—+1——$38—2026-11-05
Vermillion Wealth Management, Inc.
CLOSED016,443-16,443-100%$612.7K$0-$612.7K2026-10-26
KOM Wealth Management Group, LLC
CLOSED016,242-16,242-100%$605.2K$0-$605.2K2026-10-15
Squarepoint Ops LLC
CLOSED09,421-9,421-100%$351.0K$0-$351.0K2026-11-09
Winnacle Wealth LLC
CLOSED09,263-9,263-100%$345.2K$0-$345.2K2026-10-15
B. Riley Wealth Advisors, Inc.
CLOSED07,052-7,052-100%$262.0K$0-$262.0K2026-10-13
Jnba Financial Advisors
CLOSED06,505-6,505-100%$242.4K$0-$242.4K2026-11-03
Haven Private, LLC
CLOSED05,755-5,755-100%$214.4K$0-$214.4K2026-10-27
Aprio Wealth Management, LLC
CLOSED05,604-5,604-100%$208.8K$0-$208.8K2026-10-28
MCF Advisors LLC
CLOSED03,800-3,800-100%$141.6K$0-$141.6K2026-10-28
Salem Investment Counselors Inc
CLOSED02,361-2,361-100%$88.0K$0-$88.0K2026-10-13
Evermay Wealth Management LLC
CLOSED0998-998-100%$37.2K$0-$37.2K2026-11-05
Go Invest LLC
CLOSED0720-720-100%$26.8K$0-$26.8K2026-10-09
Turtle Creek Wealth Advisors, LLC
CLOSED0598-598-100%$22.3K$0-$22.3K2026-10-15
Dhjj Financial Advisors, Ltd.
CLOSED0390-390-100%$14.5K$0-$14.5K2026-10-23
Brooklyn FI, LLC
CLOSED0358-358-100%$13.5K$0-$13.5K2026-11-05
Quent Capital, LLC
CLOSED0290-290-100%$10.8K$0-$10.8K2026-11-09
Mercer Global Advisors Inc
N/A—41,492,937-41,492,937-100%$1.5B———
Envestnet Asset Management Inc
N/A—5,961,527-5,961,527-100%$222.1M———
JMG Financial Group, Ltd.
N/A—4,973,487-4,973,487-100%$185.3M———
HighTower Advisors, LLC
N/A—4,329,141-4,329,141-100%$161.3M———
Focus Partners Wealth
N/A—3,422,470-3,422,470-100%$127.5M———
Beacon Pointe Advisors, LLC
N/A—2,581,098-2,581,098-100%$96.2M———
Pathstone Holdings, LLC
N/A—2,570,590-2,570,590-100%$95.8M———
Jane Street Group, LLC
N/A—2,513,803-2,513,803-100%$93.7M———
Aspen Capital Management, LLC
N/A—2,380,785-2,380,785-100%$88.7M———
WPWealth LLP
N/A—2,362,665-2,362,665-100%$88.0M———
Rockbridge Investment Management, LCC
N/A—2,349,813-2,349,813-100%$87.6M———
Rather & Kittrell, Inc.
N/A—2,342,238-2,342,238-100%$87.3M———
OneDigital Investment Advisors LLC
N/A—2,176,295-2,176,295-100%$81.1M———
Hill Investment Group Partners, LLC
N/A—2,025,737-2,025,737-100%$75.5M———
Baird Financial Group, Inc.
N/A—1,908,635-1,908,635-100%$71.1M———
Focus Partners Advisor Solutions, LLC
N/A—1,673,693-1,673,693-100%$62.4M———
Betterment LLC
N/A—1,669,988-1,669,988-100%$62.2M———
Tencap Wealth Coaching, LLC
N/A—1,642,156-1,642,156-100%$61.2M———
Truepoint, Inc.
N/A—1,639,559-1,639,559-100%$61.1M———
Vestmark Advisory Solutions, Inc.
N/A—1,621,451-1,621,451-100%$60.4M———
Financial Plan, Inc.
N/A—1,614,612-1,614,612-100%$60.2M———
Miramar Fiduciary Corp
N/A—1,523,973-1,523,973-100%$56.8M———
Bank of America Corp
N/A—1,498,356-1,498,356-100%$55.8M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,417,906-1,417,906-100%$52.8M———
Mariner, LLC
N/A—1,409,468-1,409,468-100%$52.5M———
von Borstel & Associates, Inc.
N/A—1,365,950-1,365,950-100%$50.9M———
Eaton-Cambridge Inc.
N/A—1,303,889-1,303,889-100%$48.6M———
American Trust
N/A—1,134,501-1,134,501-100%$42.3M———
Pine Harbor Wealth Management, LLC
N/A—1,059,460-1,059,460-100%$39.5M———
Raymond James Financial Inc
N/A—951,573-951,573-100%$35.5M———
Financial Engines Advisors L.L.C.
N/A—910,165-910,165-100%$33.9M———
MJP Associates Inc
N/A—832,574-832,574-100%$31.0M———
Mosaic Family Wealth Partners, LLC
N/A—784,242-784,242-100%$29.2M———
Arax Advisory Partners
N/A—775,401-775,401-100%$28.9M———
VeraBank, N.A.
N/A—766,762-766,762-100%$28.6M———
HTG Investment Advisors, Inc.
N/A—750,319-750,319-100%$28.0M———
Osaic Holdings, Inc.
N/A—731,289-731,289-100%$27.3M———
Foundations Investment Advisors, LLC
N/A—724,427-724,427-100%$27.0M———
EP Wealth Advisors, LLC
N/A—680,849-680,849-100%$25.4M———
Integrated Wealth Concepts LLC
N/A—669,709-669,709-100%$25.0M———
Bridgewater Advisors Inc.
N/A—666,771-666,771-100%$25.5M———
JPMorgan Chase & Co
N/A—628,141-628,141-100%$23.3M———
Moneta Group Investment Advisors LLC
N/A—587,097-587,097-100%$21.9M———
NewEdge Advisors, LLC
N/A—575,840-575,840-100%$21.5M———
Passive Capital Management, Llc.
N/A—560,466-560,466-100%$19.3M———
Orion Porfolio Solutions, LLC
N/A—510,937-510,937-100%$19.0M———
Applied Capital LLC
N/A—481,952-481,952-100%$18.0M———
Penserra Capital Management LLC
N/A—481,020-481,020-100%$17.9M———
Ruedi Wealth Management, Inc.
N/A—477,389-477,389-100%$17.8M———
Liberty Wealth Management LLC
N/A—439,135-439,135-100%$15.6M———
Fort Vancouver Investment Management, LLC
N/A—411,589-411,589-100%$15.3M———
American Investment Services, Inc.
N/A—403,790-403,790-100%$15.0M———
GeoWealth Management, LLC
N/A—400,923-400,923-100%$14.9M———
Vantage Point Financial LLC
N/A—387,103-387,103-100%$14.4M———
Plum Street Advisors, LLC
N/A—383,094-383,094-100%$14.3M———
Stratos Investment Management, LLC
N/A—368,105-368,105-100%$13.7M———
Cloud Capital Management, LLC
N/A—362,790-362,790-100%$13.5M———
Professional Financial Solutions LLC
N/A—340,885-340,885-100%$12.7M———
Savvy Advisors, Inc.
N/A—315,415-315,415-100%$11.8M———
FMB Wealth Management
N/A—302,523-302,523-100%$11.3M———
Sterling Wealth Advisors Inc
N/A—296,104-296,104-100%$11.0M———
UBS Asset Management Americas LLC
N/A—292,259-292,259-100%$10.9M———
Jackson Thornton Wealth Management, LLC
N/A—291,608-291,608-100%$10.9M———
Hills Bank & Trust Co
N/A—290,849-290,849-100%$10.8M———
KEB Asset Management, LLC
N/A—276,426-276,426-100%$10.3M———
Rehmann Capital Advisory Group
N/A—250,908-250,908-100%$9.4M———
Bridge Generations Wealth Management LLC
N/A—247,440-247,440-100%$9.2M———
AQR Capital Management LLC
N/A—239,201-239,201-100%$8.9M———
Capstone Wealth Management, Inc.
N/A—218,087-218,087-100%$8.1M———
Northwestern Mutual Wealth Management Co
N/A—208,310-208,310-100%$7.8M———
MML Investors Services, LLC
N/A—204,130-204,130-100%$7.6M———
Royal Bank of Canada
N/A—193,541-193,541-100%$7.2M———
WorthPointe, LLC
N/A—191,989-191,989-100%$7.2M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—191,110-191,110-100%$7.1M———
Estate Counselors, LLC
N/A—178,527-178,527-100%$6.7M———
Jones Financial Companies Lllp
N/A—173,115-173,115-100%$6.4M———
Ponta Wealth Partners, LLC
N/A—171,420-171,420-100%$6.4M———
Shufro Rose & Co LLC
N/A—171,154-171,154-100%$6.4M———
Rialto Wealth Management, LLC
N/A—169,245-169,245-100%$6.3M———
Longview Financial Advisors LLC
N/A—159,552-159,552-100%$5.9M———
Parkwoods Wealth Partners, LLC
N/A—153,329-153,329-100%$5.7M———
Corus Family Wealth Advisors
N/A—152,717-152,717-100%$5.7M———
AssuredPartners Investment Advisors, LLC
N/A—141,685-141,685-100%$5.3M———
Flow Traders U.S. LLC
N/A—136,863-136,863-100%$5.1M———
Cerity Partners LLC
N/A—133,450-133,450-100%$5.0M———
RBF Capital, LLC
N/A—130,000-130,000-100%$4.8M———
Smartleaf Asset Management LLC
N/A—129,994-129,994-100%$4.8M———
Summit Financial, LLC
N/A—122,538-122,538-100%$4.6M———
TRU Independence Asset Management 2, LLC
N/A—116,363-116,363-100%$4.3M———
UBS Group AG
N/A—112,056-112,056-100%$4.2M———
MAI Capital Management
N/A—109,344-109,344-100%$4.1M———
Quantinno Capital Management LP
N/A—103,136-103,136-100%$3.8M———
SageView Advisory Group, LLC
N/A—97,034-97,034-100%$3.6M———
Global Retirement Partners, LLC
N/A—94,532-94,532-100%$3.5M———
Vistica Wealth Advisors, LLC
N/A—93,031-93,031-100%$3.5M———
Citadel Advisors LLC
N/A—90,860-90,860-100%$3.4M———
Morgan Stanley
N/A—88,489-88,489-100%$3.3M———
Wells Fargo & Company
N/A—85,080-85,080-100%$3.2M———
Aegis Wealth Management LLC
N/A—83,664-83,664-100%$3.1M———
Private Advisor Group, LLC
N/A—78,863-78,863-100%$2.9M———
Daner Wealth Management, LLC
N/A—75,202-75,202-100%$3.0M———
Cahill Financial Advisors Inc
N/A—75,167-75,167-100%$2.8M———
Renaissance Technologies LLC
N/A—74,600-74,600-100%$2.8M———
Stifel Financial Corp
N/A—74,243-74,243-100%$2.8M———
Mission Hills Financial Advisory, LLC
N/A—72,589-72,589-100%$2.7M———
Tandem Financial, LLC
N/A—70,203-70,203-100%$2.6M———
Berger Financial Group, Inc
N/A—69,247-69,247-100%$2.6M———
CreativeOne Wealth, LLC
N/A—66,068-66,068-100%$2.5M———
Financial Alternatives, Inc
N/A—64,369-64,369-100%$2.4M———
Fiduciary Financial Advisors
N/A—63,909-63,909-100%$2.4M———
Caprock Group, LLC
N/A—61,381-61,381-100%$2.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—61,225-61,225-100%$2.3M———
Trailhead Planners LLC
N/A—60,676-60,676-100%$2.3M———
Bluespring Wealth Management, LLC
N/A—58,611-58,611-100%$2.2M———
Envision Financial Planning, LLC
N/A—58,374-58,374-100%$2.2M———
Integrated Wealthcare, LLC
N/A—57,375-57,375-100%$2.1M———
Tyche Wealth Partners LLC
N/A—56,575-56,575-100%$2.1M———
Investment Advisory Group, LLC
N/A—55,683-55,683-100%$2.1M———
E-Wealth Partners, LLC
N/A—54,601-54,601-100%$2.0M———
Pure Financial Advisors, LLC
N/A—53,341-53,341-100%$2.0M———
Vigil Wealth Management, LLC
N/A—50,971-50,971-100%$1.9M———
Bleakley Financial Group, LLC
N/A—49,330-49,330-100%$1.8M———
Nuveen, LLC
N/A—47,452-47,452-100%$1.8M———
First Manhattan Co. Llc.
N/A—45,636-45,636-100%$1.7M———
Atlantic Union Bankshares Corp
N/A—45,628-45,628-100%$1.7M———
Drucker Wealth 3.0, LLC
N/A—45,008-45,008-100%$1.7M———
Goldman Sachs Group Inc
N/A—43,116-43,116-100%$1.6M———
Wealthspan Partners, LLC
N/A—42,384-42,384-100%$1.6M———
Xcelsior Advisor Partners LLC
N/A—41,475-41,475-100%$1.5M———
Captrust Financial Advisors
N/A—38,152-38,152-100%$1.4M———
Platform Wealth Management, LLC
N/A—37,362-37,362-100%$1.4M———
RWA Wealth Partners, LLC
N/A—35,734-35,734-100%$1.3M———
Landing Point Financial Group, LLC
N/A—34,866-34,866-100%$1.3M———
Geometric Wealth Advisors
N/A—33,948-33,948-100%$1.3M———
Madison Wealth Partners, Inc
N/A—32,905-32,905-100%$1.2M———
Note Advisors, LLC
N/A—32,307-32,307-100%$1.2M———
FMR LLC
N/A—31,763-31,763-100%$1.2M———
Capstone Financial Advisors, Inc.
N/A—31,667-31,667-100%$1.2M———
Composition Wealth, LLC
N/A—30,673-30,673-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—30,393-30,393-100%$1.1M———
Cetera Investment Advisers
N/A—26,846-26,846-100%$1.0M———
Capital Group Private Client Services, Inc.
N/A—25,714-25,714-100%$958.1K———
IF Advisors, LLC
N/A—25,700-25,700-100%$957.6K———
Stratos Wealth Partners, Ltd.
N/A—25,696-25,696-100%$957.4K———
Transcend Capital Advisors, LLC
N/A—25,611-25,611-100%$954.3K———
Wealthspire Advisors, LLC
N/A—22,557-22,557-100%$840.5K———
C M Bidwell & Associates LTD
N/A—21,172-21,172-100%$788.9K———
Glassman Wealth Services
N/A—19,969-19,969-100%$744.0K———
AE Wealth Management LLC
N/A—18,213-18,213-100%$678.6K———
Inspire Advisors, LLC
N/A—17,888-17,888-100%$666.5K———
Wealthspire Retirement, LLC
N/A—17,461-17,461-100%$659.8K———
Arkadios Wealth Advisors
N/A—16,907-16,907-100%$630.0K———
Calton & Associates, Inc.
N/A—16,635-16,635-100%$619.8K———
Principal Securities, Inc.
N/A—16,527-16,527-100%$615.8K———
Raffa Wealth Management, LLC
N/A—16,415-16,415-100%$611.6K———
Thompson David Blair
N/A—16,300-16,300-100%$607.3K———
Brand Asset Management Group, Inc.
N/A—16,207-16,207-100%$603.9K———
Northern Trust Corp
N/A—16,079-16,079-100%$599.1K———
Fortis Capital Management LLC
N/A—15,540-15,540-100%$579.0K———
Painted Porch Advisors LLC
N/A—14,357-14,357-100%$535.0K———
Forefront Wealth Partners, LLC
N/A—14,033-14,033-100%$522.9K———
Strategic Investment Solutions, Inc.
N/A—13,836-13,836-100%$515.6K———
Johnson Investment Counsel Inc
N/A—13,738-13,738-100%$511.9K———
Natixis Advisors, LLC
N/A—12,592-12,592-100%$469.0K———
Advyzon Investment Management, LLC
N/A—11,893-11,893-100%$443.1K———
Millstone Evans Group, LLC
N/A—11,738-11,738-100%$437.4K———
Ameriprise Financial Inc
N/A—11,602-11,602-100%$432.3K———
Brown Advisory Inc
N/A—11,163-11,163-100%$415.9K———
CVA Family Office, LLC
N/A—10,870-10,870-100%$405.0K———
Mpwm Advisory Solutions, LLC
N/A—10,065-10,065-100%$375.0K———
Vance Wealth, LLC
N/A—9,953-9,953-100%$370.8K———
Great OAK Capital Partners, LLC
N/A—9,947-9,947-100%$370.9K———
Zhang Financial LLC
N/A—9,591-9,591-100%$357.4K———
FLC Capital Advisors
N/A—9,547-9,547-100%$355.7K———
National Bank of Canada
N/A—9,405-9,405-100%$355.7K———
Claris Advisors, LLC / MO /
N/A—9,389-9,389-100%$349.8K———
CIBC Bancorp USA Inc.
N/A—9,050-9,050-100%$337.2K———
Rockefeller Capital Management L.P.
N/A—9,031-9,031-100%$336.5K———
SEI Investments Co
N/A—8,945-8,945-100%$333.3K———
Hilltop Holdings Inc.
N/A—8,839-8,839-100%$329.3K———
Colonial Trust Co / SC
N/A—8,393-8,393-100%$312.7K———
Delos Wealth Advisors, LLC
N/A—8,359-8,359-100%$311.5K———
O'shaughnessy Asset Management, LLC
N/A—8,316-8,316-100%$309.9K———
Tumwater Wealth Management, LLC
N/A—8,300-8,300-100%$309.3K———
Hancock Whitney Corp
N/A—7,953-7,953-100%$296.3K———
Sequoia Financial Advisors, LLC
N/A—7,799-7,799-100%$290.6K———
XTX Topco Ltd
N/A—7,453-7,453-100%$277.7K———
Topsail Wealth Management, LLC
N/A—7,155-7,155-100%$266.6K———
Janney Montgomery Scott LLC
N/A—6,851-6,851-100%$255.0K———
Walter & Keenan Wealth Management LLC
N/A—6,717-6,717-100%$250.3K———
Dopkins Wealth Management, LLC
N/A—6,675-6,675-100%$248.7K———
Empire Financial Management Company, LLC
N/A—6,601-6,601-100%$246.0K———
Lakeridge Wealth Management LLC
N/A—6,549-6,549-100%$244.0K———
Seeds Investor LLC
N/A—6,431-6,431-100%$239.6K———
World Investment Advisors
N/A—6,211-6,211-100%$223.1K———
Orcam Financial Group
N/A—6,089-6,089-100%$226.9K———
Eaton Financial Holdings Company, LLC
N/A—6,045-6,045-100%$225.2K———
Cary Street Partners Investment Advisory LLC
N/A—5,855-5,855-100%$218.2K———
Mutual Advisors, LLC
N/A—5,774-5,774-100%$215.1K———
IHT Wealth Management, LLC
N/A—5,771-5,771-100%$215.0K———
OneAscent Financial Services LLC
N/A—5,687-5,687-100%$211.9K———
Franklin Resources Inc
N/A—5,670-5,670-100%$211.3K———
Steward Partners Investment Advisory, LLC
N/A—4,995-4,995-100%$186.1K———
Vanguard Advisers Inc
N/A—4,994-4,994-100%$186.1K———
Nalls Sherbakoff Group, LLC
N/A—4,478-4,478-100%$166.9K———
Medallion Wealth Advisors, LLC
N/A—4,316-4,316-100%$160.8K———
Aptus Capital Advisors, LLC
N/A—4,180-4,180-100%$155.7K———
Strategic Wealth Partners, Ltd.
N/A—3,863-3,863-100%$143.9K———
Wellington-Altus USA Inc.
N/A—3,300-3,300-100%$117.2K———
Cary Street Partners Financial LLC
N/A—2,605-2,605-100%$97.0K———
Capital Analysts, LLC
N/A—1,786-1,786-100%$49.0K———
Howe & Rusling Inc
N/A—1,613-1,613-100%$60.1K———
BlackRock, Inc.
N/A—1,284-1,284-100%$47.8K———
Steigerwald, Gordon & Koch Inc.
N/A—617-617-100%$23.0K———
Continuum Advisory, LLC
N/A—406-406-100%$15.1K———
Cambient Family Office, LLC
N/A—360-360-100%$13.4K———
HFM Investment Advisors, LLC
N/A—311-311-100%$11.6K———
Rothschild Investment LLC
N/A—292-292-100%$10.9K———
WealthCollab, LLC
N/A—262-262-100%$9.8K———
LRI Investments, LLC
N/A—239-239-100%$8.9K———
FAS Wealth Partners, Inc.
N/A—167-167-100%$6.2K———
Integrity Financial Corp
N/A—153-153-100%$5.7K———
Corsicana & Co.
N/A—110-110-100%$4.1K———
Keating Financial Advisory Services, Inc.
N/A—35-35-100%$1.3K———
Showing 680 of 680 institutions