IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional World EX US Core (DFAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares8,436,088 from 8,228,270
Change+207,818 (+3%)
Value$312.3M (+$9.2M)
Filed 2026-11-06
Alerus Financial NA
DECREASED
Shares8,335,573 from 8,368,617
Change-33,044 (0%)
Value$308.6M (+$283.1K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares7,299,397 from 6,594,247
Change+705,150 (+11%)
Value$268.9M (+$26.0M)
Filed 2026-11-06
Monograph Wealth Advisors, LLC
INCREASED
Shares6,586,121 from 6,491,032
Change+95,089 (+1%)
Value$243.8M (+$4.7M)
Filed 2026-11-09
Great Waters Wealth Management
INCREASED
Shares5,348,513 from 5,054,079
Change+294,434 (+6%)
Value$198.0M (+$11.8M)
Filed 2026-10-07
Factory Mutual Insurance Co
UNCHANGED
Shares4,806,630 from 4,806,630
Change0 (0%)
Value$177.9M (+$865.2K)
Filed 2026-10-30
Plancorp, LLC
DECREASED
Shares3,888,724 from 3,903,563
Change-14,839 (0%)
Value$139.3M (-$2.2M)
Filed 2026-11-03
Triune Financial Partners, LLC
INCREASED
Shares3,771,775 from 3,692,741
Change+79,034 (+2%)
Value$139.6M (+$3.6M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares3,706,304 from 4,450,159
Change-743,855 (-17%)
Value$137.2M (-$26.7M)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares3,702,511 from 3,743,466
Change-40,955 (-1%)
Value$137.1M (-$842.3K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares3,207,177 from 2,814,600
Change+392,577 (+14%)
Value$118.7M (+$15.0M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares2,831,810 from 2,791,019
Change+40,791 (+1%)
Value$104.8M (+$2.0M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares2,579,157 from 3,295,765
Change-716,608 (-22%)
Value$95.5M (-$25.9M)
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares2,535,176 from 2,434,768
Change+100,408 (+4%)
Value$93.9M (+$4.2M)
Filed 2026-10-28
Morton Capital Management LLC
INCREASED
Shares2,508,105 from 2,465,252
Change+42,853 (+2%)
Value$92.9M (+$2.0M)
Filed 2026-10-23
New Capital Management LP
INCREASED
Shares2,444,053 from 2,410,224
Change+33,829 (+1%)
Value$90.5M (+$1.7M)
Filed 2026-10-29
Confluence Wealth Services, Inc.
INCREASED
Shares2,398,872 from 2,070,402
Change+328,470 (+16%)
Value$88.8M (+$12.5M)
Filed 2026-11-05
Evanson Financial, LLC
DECREASED
Shares2,269,353 from 2,274,985
Change-5,632 (0%)
Value$84.0M (+$201.0K)
Filed 2026-10-23
Core Wealth Management, Inc.
DECREASED
Shares2,250,434 from 2,313,175
Change-62,741 (-3%)
Value$83.3M (-$1.9M)
Filed 2026-10-22
Cardinal Point Capital Management ULC
INCREASED
Shares2,002,396 from 1,963,742
Change+38,654 (+2%)
Value$74.1M (+$1.8M)
Filed 2026-10-21
Baker Boyer National Bank
INCREASED
Shares1,954,294 from 1,949,537
Change+4,757 (+0%)
Value$72.3M (+$527.0K)
Filed 2026-11-05
Greenspring Advisors, LLC
DECREASED
Shares1,887,404 from 1,894,281
Change-6,877 (0%)
Value$69.9M (+$86.4K)
Filed 2026-11-05
BetterWealth, LLC
INCREASED
Shares1,823,321 from 1,808,735
Change+14,586 (+1%)
Value$67.5M (+$865.6K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares1,619,164 from 770,819
Change+848,345 (+110%)
Value$59.9M (+$31.5M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares1,613,440 from 1,602,530
Change+10,910 (+1%)
Value$59.8M (+$1.2M)
Filed 2026-10-08
Financial Symmetry Inc
DECREASED
Shares1,598,157 from 1,603,245
Change-5,088 (0%)
Value$59.2M (+$100.2K)
Filed 2026-10-06
Altiora Financial Group, LLC
INCREASED
Shares1,580,349 from 1,468,984
Change+111,365 (+8%)
Value$58.5M (+$4.4M)
Filed 2026-11-04
Trellis Wealth Advisors LLC
DECREASED
Shares1,577,659 from 1,596,426
Change-18,767 (-1%)
Value$58.4M (-$407.4K)
Filed 2026-10-19
Strathmore Capital Advisors, Inc.
INCREASED
Shares1,573,789 from 1,492,148
Change+81,641 (+5%)
Value$55.1M (+$726.9K)
Filed 2026-11-09
Master's Wealth Management Inc.
INCREASED
Shares1,525,239 from 1,424,036
Change+101,203 (+7%)
Value$56.5M (+$4.0M)
Filed 2026-10-22
Asset Dedication, LLC
DECREASED
Shares1,486,526 from 1,572,354
Change-85,828 (-5%)
Value$55.0M (-$2.9M)
Filed 2026-11-03
N.E.W. Advisory Services LLC
INCREASED
Shares1,431,107 from 1,399,265
Change+31,842 (+2%)
Value$53.0M (+$1.4M)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares1,419,156 from 1,328,450
Change+90,706 (+7%)
Value$52.5M (+$3.5M)
Filed 2026-11-06
Warburton Capital Management, LLC
INCREASED
Shares1,418,138 from 1,297,654
Change+120,484 (+9%)
Value$50.6M (+$2.8M)
Filed 2026-11-06
Johnson Wealth Management, LLC
INCREASED
Shares1,391,362 from 1,347,961
Change+43,401 (+3%)
Value$51.5M (+$1.8M)
Filed 2026-11-09
Demming Financial Services Corp
INCREASED
Shares1,333,406 from 1,317,129
Change+16,277 (+1%)
Value$49.4M (+$839.6K)
Filed 2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,325,009 from 1,362,389
Change-37,380 (-3%)
Value$49.1M (-$1.1M)
Filed 2026-10-14
Babb Wealth Advisors LLC
INCREASED
Shares1,293,234 from 1,241,297
Change+51,937 (+4%)
Value$47.9M (+$2.1M)
Filed 2026-10-30
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares1,264,810 from 1,275,089
Change-10,279 (-1%)
Value$46.8M (-$151.0K)
Filed 2026-10-16
Onyx Financial Advisors, LLC
INCREASED
Shares1,187,338 from 1,184,461
Change+2,877 (+0%)
Value$44.0M (+$319.7K)
Filed 2026-10-21
HighTower Advisors, LLC
INCREASED
Shares1,178,985 from 1,177,632
Change+1,353 (+0%)
Value$43.6M (+$262.1K)
Filed 2026-11-10
Cardiff Park Advisors, LLC
DECREASED
Shares1,105,170 from 1,110,002
Change-4,832 (0%)
Value$40.9M (+$20.9K)
Filed 2026-11-09
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares1,074,931 from 1,120,817
Change-45,886 (-4%)
Value$39.8M (-$1.5M)
Filed 2026-10-14
Forum Financial Management, LP
DECREASED
Shares1,037,858 from 1,049,121
Change-11,263 (-1%)
Value$38.4M (-$228.1K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares971,129 from 933,045
Change+38,084 (+4%)
Value$36.0M (+$1.6M)
Filed 2026-11-02
Old Peak Finance LLC
INCREASED
Shares958,078 from 948,539
Change+9,539 (+1%)
Value$35.5M (+$523.9K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares915,784 from 57,820
Change+857,964 (+1484%)
Value$33.9M (+$31.8M)
Filed 2026-11-06
Regimen Wealth, LLC
INCREASED
Shares910,413 from 350,091
Change+560,322 (+160%)
Value$33.7M (+$20.8M)
Filed 2026-11-09
Accredited Investor Services, LLC
INCREASED
Shares902,742 from 880,269
Change+22,473 (+3%)
Value$33.4M (+$990.4K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares901,007 from 840,321
Change+60,686 (+7%)
Value$33.4M (+$2.4M)
Filed 2026-11-03
Destiny Wealth Partners, LLC
INCREASED
Shares894,860 from 793,729
Change+101,131 (+13%)
Value$32.1M (+$3.1M)
Filed 2026-11-05
Shearwater Capital LLC
DECREASED
Shares892,777 from 920,770
Change-27,993 (-3%)
Value$33.1M (-$870.5K)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares892,369 from 837,360
Change+55,009 (+7%)
Value$33.0M (+$2.2M)
Filed 2026-10-22
Meridian Wealth Partners, LLC
DECREASED
Shares839,848 from 844,650
Change-4,802 (-1%)
Value$31.1M (-$25.7K)
Filed 2026-11-09
RFG Advisory, LLC
INCREASED
Shares785,267 from 782,441
Change+2,826 (+0%)
Value$29.1M (+$245.5K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
DECREASED
Shares783,861 from 800,336
Change-16,475 (-2%)
Value$29.0M (-$465.8K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares770,249 from 577,693
Change+192,556 (+33%)
Value$28.3M (+$7.0M)
Filed 2026-10-13
Live Oak Private Wealth LLC
INCREASED
Shares766,539 from 556,763
Change+209,776 (+38%)
Value$28.4M (+$7.9M)
Filed 2026-11-02
Momentous Wealth Management, Inc.
INCREASED
Shares765,052 from 748,420
Change+16,632 (+2%)
Value$28.3M (+$750.4K)
Filed 2026-10-21
Aspen Private Advisors, LLC
DECREASED
Shares747,259 from 764,320
Change-17,061 (-2%)
Value$27.7M (-$494.0K)
Filed 2026-10-27
Cherrydale Wealth Management, LLC
INCREASED
Shares733,551 from 704,170
Change+29,381 (+4%)
Value$27.2M (+$1.2M)
Filed 2026-10-20
Aspiriant, LLC
UNCHANGED
Shares727,702 from 727,702
Change0 (0%)
Value$26.9M (+$131.0K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares722,526 from 716,825
Change+5,701 (+1%)
Value$26.7M (+$340.1K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares712,628 from 720,654
Change-8,026 (-1%)
Value$26.4M (-$167.4K)
Filed 2026-10-08
Legacy Financial Group, Inc.
INCREASED
Shares698,747 from 667,000
Change+31,747 (+5%)
Value$25.9M (+$1.3M)
Filed 2026-10-21
MilWealth Group LLC
DECREASED
Shares666,841 from 670,634
Change-3,793 (-1%)
Value$24.7M (-$19.7K)
Filed 2026-11-02
marrick wealth, LLC
DECREASED
Shares659,679 from 664,948
Change-5,269 (-1%)
Value$24.4M (-$75.4K)
Filed 2026-10-20
Sensible Money, LLC
DECREASED
Shares655,663 from 675,314
Change-19,651 (-3%)
Value$24.3M (-$605.9K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares636,564 from 615,470
Change+21,094 (+3%)
Value$23.6M (+$891.7K)
Filed 2026-10-30
Wolfstich Capital, LLC
DECREASED
Shares629,149 from 764,422
Change-135,273 (-18%)
Value$23.4M (-$4.6M)
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares624,582 from 631,244
Change-6,662 (-1%)
Value$22.5M (-$378.7K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares623,582 from 574,324
Change+49,258 (+9%)
Value$23.1M (+$1.9M)
Filed 2026-10-09
Tassel Capital Management, Inc.
INCREASED
Shares613,360 from 592,185
Change+21,175 (+4%)
Value$22.7M (+$890.5K)
Filed 2026-10-20
IFG Advisory, LLC
DECREASED
Shares610,440 from 624,247
Change-13,807 (-2%)
Value$22.6M (-$398.8K)
Filed 2026-11-09
Porter White Investment Advisors, Inc.
INCREASED
Shares606,948 from 297,632
Change+309,316 (+104%)
Value$22.5M (+$11.5M)
Filed 2026-10-14
Modera Wealth Management, LLC
INCREASED
Shares581,458 from 431,147
Change+150,311 (+35%)
Value$21.5M (+$5.6M)
Filed 2026-10-28
Vested Financial Planning, LLC
INCREASED
Shares553,549 from 527,460
Change+26,089 (+5%)
Value$20.5M (+$1.1M)
Filed 2026-10-28
Symmetry Partners, LLC
DECREASED
Shares543,397 from 561,258
Change-17,861 (-3%)
Value$20.1M (-$560.2K)
Filed 2026-10-27
Generations Wealth, LLC
INCREASED
Shares528,303 from 478,755
Change+49,548 (+10%)
Value$19.6M (+$1.9M)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares523,709 from 497,251
Change+26,458 (+5%)
Value$19.4M (+$1.1M)
Filed 2026-10-08
Silver Oak Advisory Group, Inc.
INCREASED
Shares523,599 from 515,318
Change+8,281 (+2%)
Value$19.4M (+$399.6K)
Filed 2026-11-06
Elser Financial Planning, Inc
DECREASED
Shares513,366 from 513,837
Change-471 (0%)
Value$19.0M (+$75.1K)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares492,247 from 445,289
Change+46,958 (+11%)
Value$18.2M (+$1.8M)
Filed 2026-10-27
Indivisible Partners
NEW
Shares482,880
Change+482,880
Value$17.9M
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED
Shares473,462 from 480,554
Change-7,092 (-1%)
Value$17.5M (-$176.0K)
Filed 2026-10-29
Prosperity Planning, Inc.
DECREASED
Shares454,810 from 472,299
Change-17,489 (-4%)
Value$16.8M (-$562.4K)
Filed 2026-10-09
Grand Wealth Management, LLC
DECREASED
Shares445,714 from 446,022
Change-308 (0%)
Value$16.5M (+$68.9K)
Filed 2026-11-09
Lauterbach Financial Advisors, LLC
DECREASED
Shares441,618 from 447,575
Change-5,957 (-1%)
Value$16.3M (-$140.0K)
Filed 2026-10-21
Trust Co of the South
INCREASED
Shares438,936 from 358,451
Change+80,485 (+22%)
Value$16.2M (+$3.0M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares428,427 from 429,593
Change-1,166 (0%)
Value$15.9M (+$34.1K)
Filed 2026-10-16
B&D White Capital Company, LLC
UNCHANGED
Shares425,052 from 425,052
Change0 (0%)
Value$15.7M (+$76.5K)
Filed 2026-11-02
Claris Advisors, LLC / MO /
DECREASED
Shares394,658 from 423,536
Change-28,878 (-7%)
Value$14.6M (-$992.9K)
Filed 2026-11-10
E6 Portfolios, LLC
INCREASED
Shares394,573 from 373,242
Change+21,331 (+6%)
Value$14.6M (+$856.9K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares393,599 from 389,396
Change+4,203 (+1%)
Value$14.6M (+$225.7K)
Filed 2026-11-02
ARK & TLK Investments, LLC
DECREASED
Shares368,683 from 384,843
Change-16,160 (-4%)
Value$13.6M (-$529.0K)
Filed 2026-10-20
Keystone Financial Group, Inc.
INCREASED
Shares348,418 from 269,575
Change+78,843 (+29%)
Value$12.9M (+$3.0M)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares347,588 from 28,242
Change+319,346 (+1131%)
Value$12.9M (+$11.8M)
Filed 2026-11-06
Andrews, Lucia Wealth Management LLC
DECREASED
Shares346,739 from 349,686
Change-2,947 (-1%)
Value$12.8M (-$46.2K)
Filed 2026-11-02
First National Bank Sioux Falls
DECREASED
Shares307,675 from 308,472
Change-797 (0%)
Value$11.4M (+$152.5K)
Filed 2026-10-13
ERn Financial, LLC
DECREASED
Shares305,836 from 318,909
Change-13,073 (-4%)
Value$11.3M (-$426.6K)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED
Shares301,450 from 302,935
Change-1,485 (0%)
Value$11.2M (-$418)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares281,788 from 291,117
Change-9,329 (-3%)
Value$10.4M (-$293.0K)
Filed 2026-10-15
LS Investment Advisors, LLC
INCREASED
Shares274,360 from 272,380
Change+1,980 (+1%)
Value$10.2M (+$122.3K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
DECREASED
Shares268,071 from 285,798
Change-17,727 (-6%)
Value$9.9M (-$604.8K)
Filed 2026-10-26
SJS Investment Consulting Inc.
DECREASED
Shares258,145 from 260,306
Change-2,161 (-1%)
Value$9.6M (-$33.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares248,244 from 290,463
Change-42,219 (-15%)
Value$9.2M (-$677.0K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares243,947 from 235,909
Change+8,038 (+3%)
Value$9.0M (+$340.0K)
Filed 2026-10-26
Cambridge Financial Group, LLC
INCREASED
Shares243,898 from 243,861
Change+37 (+0%)
Value$9.0M (+$1.4K)
Filed 2026-10-06
55 North Private Wealth, LLC
DECREASED
Shares228,975 from 228,994
Change-19 (0%)
Value$8.5M (+$40.5K)
Filed 2026-10-20
Capstone Wealth Management, LLC
DECREASED
Shares228,670 from 234,010
Change-5,340 (-2%)
Value$8.5M (-$155.6K)
Filed 2026-11-02
Bayshore Asset Management, LLC
DECREASED
Shares222,044 from 225,469
Change-3,425 (-2%)
Value$8.2M (-$108.4K)
Filed 2026-11-03
True Blue Financial, LLC
DECREASED
Shares219,705 from 239,116
Change-19,411 (-8%)
Value$8.1M (-$675.6K)
Filed 2026-10-15
Lawood & Co
INCREASED
Shares219,432 from 205,208
Change+14,224 (+7%)
Value$8.1M (+$563.5K)
Filed 2026-10-09
Integrated Advisors Network LLC
INCREASED
Shares216,170 from 213,723
Change+2,447 (+1%)
Value$8.0M (+$129.1K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares212,601 from 270,812
Change-58,211 (-21%)
Value$7.9M (-$2.1M)
Filed 2026-11-04
Cogent Private Wealth, Inc.
INCREASED
Shares210,408 from 210,347
Change+61 (+0%)
Value$7.8M (+$40.1K)
Filed 2026-11-06
Gould Asset Management LLC
INCREASED
Shares209,590 from 200,582
Change+9,008 (+4%)
Value$7.8M (+$369.6K)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
DECREASED
Shares208,399 from 229,431
Change-21,032 (-9%)
Value$7.7M (-$737.3K)
Filed 2026-10-14
Entrust Financial LLC
DECREASED
Shares206,128 from 208,280
Change-2,152 (-1%)
Value$7.6M (-$42.2K)
Filed 2026-11-04
Peirce Capital Management, LLC
DECREASED
Shares205,586 from 212,692
Change-7,106 (-3%)
Value$7.6M (-$224.8K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares201,291 from 207,683
Change-6,392 (-3%)
Value$7.5M (-$199.3K)
Filed 2026-10-15
Warwick Investment Management, Inc.
INCREASED
Shares201,267 from 201,038
Change+229 (+0%)
Value$7.5M (+$44.7K)
Filed 2026-10-19
Canopy Partners, LLC
INCREASED
Shares198,555 from 193,362
Change+5,193 (+3%)
Value$7.4M (+$227.0K)
Filed 2026-10-28
Hassell Wealth Management, LLC
DECREASED
Shares196,678 from 200,249
Change-3,571 (-2%)
Value$7.3M (-$16.1K)
Filed 2026-10-19
Foundry Financial LLC
INCREASED
Shares185,031 from 138,162
Change+46,869 (+34%)
Value$6.8M (+$1.8M)
Filed 2026-10-16
CGN Advisors LLC
DECREASED
Shares174,286 from 177,941
Change-3,655 (-2%)
Value$6.5M (-$103.3K)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
DECREASED
Shares172,439 from 179,273
Change-6,834 (-4%)
Value$6.4M (-$220.7K)
Filed 2026-10-16
626 Financial, LLC
DECREASED
Shares172,433 from 186,842
Change-14,409 (-8%)
Value$6.4M (-$499.8K)
Filed 2026-11-04
Phillips Financial Management, LLC
DECREASED
Shares170,695 from 175,893
Change-5,198 (-3%)
Value$6.3M (-$160.8K)
Filed 2026-10-19
RS Crum Inc.
DECREASED
Shares170,252 from 174,676
Change-4,424 (-3%)
Value$6.3M (-$132.4K)
Filed 2026-10-19
Aerodigm Wealth, LLC
DECREASED
Shares169,835 from 205,864
Change-36,029 (-17%)
Value$6.3M (-$1.3M)
Filed 2026-10-16
GEM Asset Management, LLC
INCREASED
Shares165,736 from 160,840
Change+4,896 (+3%)
Value$6.1M (+$210.2K)
Filed 2026-10-13
AWM Capital, LLC
DECREASED
Shares164,198 from 167,758
Change-3,560 (-2%)
Value$6.1M (-$101.6K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares159,682 from 164,248
Change-4,566 (-3%)
Value$5.9M (-$139.5K)
Filed 2026-10-13
Avestar Capital, LLC
NEW
Shares159,015
Change+159,015
Value$5.9M
Filed 2026-10-28
First Financial Group Corp
INCREASED
Shares157,841 from 146,922
Change+10,919 (+7%)
Value$5.8M (+$430.7K)
Filed 2026-10-22
McGrath & Associates, Inc.
INCREASED
Shares156,556 from 129,968
Change+26,588 (+20%)
Value$5.8M (+$1.0M)
Filed 2026-10-27
Tillman Hartley LLC
DECREASED
Shares151,497 from 151,543
Change-46 (0%)
Value$5.6M (+$25.6K)
Filed 2026-11-06
Wealth Architects, LLC
INCREASED
Shares150,154 from 137,541
Change+12,613 (+9%)
Value$5.6M (+$491.7K)
Filed 2026-11-03
RAM Investment Partners, LLC
DECREASED
Shares149,634 from 150,533
Change-899 (-1%)
Value$5.5M (-$6.2K)
Filed 2026-10-21
Gradient Capital Advisors, LLC
INCREASED
Shares148,327 from 147,029
Change+1,298 (+1%)
Value$5.5M (+$74.5K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares140,165 from 140,726
Change-561 (0%)
Value$5.2M (+$4.6K)
Filed 2026-10-14
Belleair Asset Management, LLC
DECREASED
Shares138,288 from 141,098
Change-2,810 (-2%)
Value$5.1M (-$78.6K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares136,458 from 168,427
Change-31,969 (-19%)
Value$5.1M (-$1.2M)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares135,496 from 135,598
Change-102 (0%)
Value$5.0M (+$20.6K)
Filed 2026-11-04
Kane Co Wealth Management, Inc.
DECREASED
Shares133,939 from 137,045
Change-3,106 (-2%)
Value$5.0M (-$90.3K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
DECREASED
Shares133,898 from 137,972
Change-4,074 (-3%)
Value$5.0M (-$126.0K)
Filed 2026-11-06
WealthSpring Partners, LLC
DECREASED
Shares133,371 from 159,662
Change-26,291 (-16%)
Value$4.9M (-$944.5K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares132,979 from 178,307
Change-45,328 (-25%)
Value$4.9M (-$1.6M)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares131,328 from 132,737
Change-1,409 (-1%)
Value$4.9M (-$28.3K)
Filed 2026-10-16
Florida Trust Wealth Management Co
INCREASED
Shares131,240 from 82,815
Change+48,425 (+58%)
Value$4.9M (+$1.8M)
Filed 2026-11-05
DWR Wealth Management, LLC
UNCHANGED
Shares122,118 from 122,118
Change0 (0%)
Value$4.6M (+$76.9K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares118,536 from 117,944
Change+592 (+1%)
Value$4.4M (+$43.1K)
Filed 2026-10-02
Summit Wealth Group, LLC
DECREASED
Shares118,378 from 120,182
Change-1,804 (-1%)
Value$4.4M (-$45.2K)
Filed 2026-11-09
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares117,940 from 117,940
Change0 (0%)
Value$4.4M (+$21.2K)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares115,536 from 115,878
Change-342 (0%)
Value$4.3M (+$8.2K)
Filed 2026-10-28
Harbor Group, Inc.
DECREASED
Shares113,953 from 115,599
Change-1,646 (-1%)
Value$4.2M (-$40.2K)
Filed 2026-10-14
TrustWell Financial Advisors, LLC
DECREASED
Shares113,834 from 117,500
Change-3,666 (-3%)
Value$4.2M (-$114.6K)
Filed 2026-10-15
Factor Wealth Management LTD
INCREASED
Shares113,546 from 113,466
Change+80 (+0%)
Value$4.2M (+$23.4K)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED
Shares112,761 from 99,308
Change+13,453 (+14%)
Value$4.2M (+$515.9K)
Filed 2026-11-05
XY Planning Network, Inc.
DECREASED
Shares111,577 from 120,482
Change-8,905 (-7%)
Value$4.1M (-$308.0K)
Filed 2026-10-14
Hutchinson Capital Management
DECREASED
Shares111,129 from 111,936
Change-807 (-1%)
Value$4.1M (-$9.7K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
INCREASED
Shares109,871 from 109,695
Change+176 (+0%)
Value$4.1M (+$26.3K)
Filed 2026-10-15
Lantern Wealth Advisors, LLC
DECREASED
Shares107,185 from 107,628
Change-443 (0%)
Value$4.0M (+$3.0K)
Filed 2026-10-22
Arista Wealth Management, LLC
INCREASED
Shares101,610 from 98,904
Change+2,706 (+3%)
Value$3.8M (+$118.0K)
Filed 2026-10-29
Rockwood Wealth Management, LLC
UNCHANGED
Shares101,538 from 101,538
Change0 (0%)
Value$3.8M (+$18.3K)
Filed 2026-10-27
RW Investment Management LLC
DECREASED
Shares100,451 from 101,497
Change-1,046 (-1%)
Value$3.7M (-$20.5K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares99,054 from 99,054
Change0 (0%)
Value$3.7M (+$17.8K)
Filed 2026-10-23
Donalies Financial Planning, LLC
INCREASED
Shares95,947 from 95,945
Change+2 (0%)
Value$3.6M (+$17.3K)
Filed 2026-10-19
Accurate Wealth Management, LLC
DECREASED
Shares94,474 from 94,607
Change-133 (0%)
Value$3.5M (+$3.6K)
Filed 2026-10-20
Western Wealth Management, LLC
INCREASED
Shares94,133 from 93,980
Change+153 (+0%)
Value$3.5M (+$22.6K)
Filed 2026-11-09
Perigon Wealth Management, LLC
INCREASED
Shares93,726 from 90,537
Change+3,189 (+4%)
Value$3.5M (+$134.3K)
Filed 2026-10-22
Heritage Wealth Management, Inc. s
DECREASED
Shares90,249 from 110,663
Change-20,414 (-18%)
Value$3.3M (-$735.8K)
Filed 2026-11-06
United Wealth Management, LLC
INCREASED
Shares89,137 from 89,067
Change+70 (+0%)
Value$3.3M (+$18.6K)
Filed 2026-10-30
Merited Wealth, LLC
DECREASED
Shares86,738 from 89,930
Change-3,192 (-4%)
Value$3.2M (-$102.0K)
Filed 2026-10-13
LifeSteps Financial, Inc.
DECREASED
Shares84,504 from 87,356
Change-2,852 (-3%)
Value$3.1M (-$89.9K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares83,760 from 84,467
Change-707 (-1%)
Value$3.1M (-$11.0K)
Filed 2026-10-30
Squire Investment Management Company, LLC
DECREASED
Shares76,779 from 77,218
Change-439 (-1%)
Value$2.8M (-$2.3K)
Filed 2026-11-03
BCO Wealth Management LLC
DECREASED
Shares76,497 from 78,921
Change-2,424 (-3%)
Value$2.8M (-$75.5K)
Filed 2026-10-14
Opulen Financial Group LLC
INCREASED
Shares75,849 from 57,772
Change+18,077 (+31%)
Value$2.8M (+$679.6K)
Filed 2026-10-22
Cannon Financial Strategists, Inc.
DECREASED
Shares74,444 from 109,286
Change-34,842 (-32%)
Value$2.8M (-$1.3M)
Filed 2026-10-19
Apollon Financial, LLC
INCREASED
Shares74,075 from 62,279
Change+11,796 (+19%)
Value$2.7M (+$447.9K)
Filed 2026-10-23
Retirement Solution LLC
INCREASED
Shares73,791 from 72,495
Change+1,296 (+2%)
Value$2.7M (+$61.1K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares72,257 from 73,584
Change-1,327 (-2%)
Value$2.7M (-$35.9K)
Filed 2026-10-20
Outbound Financial Inc
INCREASED
Shares72,243 from 67,602
Change+4,641 (+7%)
Value$2.7M (+$184.0K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED
Shares70,525 from 72,231
Change-1,706 (-2%)
Value$2.6M (-$50.2K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
DECREASED
Shares70,315 from 70,340
Change-25 (0%)
Value$2.6M (+$11.7K)
Filed 2026-10-16
HMV Wealth Advisors, LLC
DECREASED
Shares69,123 from 69,293
Change-170 (0%)
Value$2.6M (+$6.2K)
Filed 2026-10-27
Cogent Strategic Wealth LLC
DECREASED
Shares69,069 from 70,020
Change-951 (-1%)
Value$2.6M (-$22.6K)
Filed 2026-10-22
Regions Financial Corp
UNCHANGED
Shares66,839 from 66,839
Change0 (0%)
Value$2.5M (+$12.0K)
Filed 2026-11-05
Prudent Investor Advisors, LLC
NEW
Shares64,380
Change+64,380
Value$2.4M
Filed 2026-10-22
Alpha Financial Advisors, LLC
DECREASED
Shares62,480 from 62,843
Change-363 (-1%)
Value$2.3M (-$2.1K)
Filed 2026-11-09
LAM Group, Inc.
DECREASED
Shares61,994 from 63,131
Change-1,137 (-2%)
Value$2.3M (-$30.7K)
Filed 2026-10-26
Wealth Advisors Northwest LLC
INCREASED
Shares61,468 from 61,439
Change+29 (+0%)
Value$2.3M (+$12.1K)
Filed 2026-10-29
Liberty Capital Management, Inc.
UNCHANGED
Shares60,457 from 60,457
Change0 (0%)
Value$2.2M (+$10.9K)
Filed 2026-11-02
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares60,318 from 60,318
Change0 (0%)
Value$2.2M (+$10.9K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
DECREASED
Shares60,291 from 60,685
Change-394 (-1%)
Value$2.2M (-$3.7K)
Filed 2026-11-06
Financial Harvest, LLC
DECREASED
Shares59,387 from 59,550
Change-163 (0%)
Value$2.2M (+$4.7K)
Filed 2026-10-15
Astra Wealth Partners LLC
DECREASED
Shares58,517 from 58,894
Change-377 (-1%)
Value$2.2M (-$3.4K)
Filed 2026-11-06
New Dimensions Wealth Management, LLC
INCREASED
Shares57,606 from 57,551
Change+55 (+0%)
Value$2.1M (+$12.4K)
Filed 2026-11-02
Tandemgrowth Financial Advisors LLC
DECREASED
Shares56,896 from 56,918
Change-22 (0%)
Value$2.1M (+$9.4K)
Filed 2026-11-05
Nuveen, LLC
INCREASED
Shares56,280 from 42,765
Change+13,515 (+32%)
Value$2.1M (+$522.1K)
Filed 2026-11-10
Total Clarity Wealth Management, Inc.
DECREASED
Shares53,217 from 53,365
Change-148 (0%)
Value$2.0M (+$4.1K)
Filed 2026-10-26
Sprinkle Financial Consultants LLC
INCREASED
Shares53,024 from 49,294
Change+3,730 (+8%)
Value$2.0M (+$147.0K)
Filed 2026-10-09
JDH Wealth Management, LLC
DECREASED
Shares52,653 from 53,045
Change-392 (-1%)
Value$1.9M (-$5.0K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares51,260 from 50,180
Change+1,080 (+2%)
Value$1.9M (+$55.0K)
Filed 2026-10-26
Vannoy Advisory Group, Inc.
DECREASED
Shares50,039 from 50,967
Change-928 (-2%)
Value$1.9M (-$25.2K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares49,589 from 46,003
Change+3,586 (+8%)
Value$1.8M (+$136.1K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares49,527 from 112,302
Change-62,775 (-56%)
Value$1.8M (-$2.3M)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
INCREASED
Shares49,437 from 49,201
Change+236 (+0%)
Value$1.8M (+$17.6K)
Filed 2026-10-29
IFG Advisors, LLC
INCREASED
Shares48,927 from 48,904
Change+23 (+0%)
Value$1.8M (+$9.7K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
DECREASED
Shares48,578 from 48,622
Change-44 (0%)
Value$1.8M (+$7.1K)
Filed 2026-11-03
DeLarme Wealth Management, Inc.
INCREASED
Shares48,279 from 47,056
Change+1,223 (+3%)
Value$1.8M (+$53.7K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares47,712 from 47,594
Change+118 (+0%)
Value$1.8M (+$12.9K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares47,652 from 48,386
Change-734 (-2%)
Value$1.8M (-$18.5K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares47,614 from 47,614
Change0 (0%)
Value$1.8M (+$8.6K)
Filed 2026-11-05
Security Financial Services, Inc.
DECREASED
Shares46,639 from 46,796
Change-157 (0%)
Value$1.7M (+$2.6K)
Filed 2026-10-29
Poinciana Advisors Group, LLC
DECREASED
Shares46,085 from 46,397
Change-312 (-1%)
Value$2.1M (-$39.9K)
Filed 2026-11-06
Firethorn Wealth Partners, LLC
INCREASED
Shares45,358 from 45,200
Change+158 (+0%)
Value$1.7M (+$14.0K)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
INCREASED
Shares44,312 from 42,556
Change+1,756 (+4%)
Value$1.6M (+$247.6K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares43,745 from 44,564
Change-819 (-2%)
Value$1.6M (-$22.3K)
Filed 2026-10-16
Private Advisory Group LLC
INCREASED
Shares43,419 from 33,362
Change+10,057 (+30%)
Value$1.6M (+$378.3K)
Filed 2026-11-06
Clarity Capital Advisors, LLC
DECREASED
Shares43,185 from 43,936
Change-751 (-2%)
Value$1.6M (-$19.9K)
Filed 2026-10-27
Investmark Advisory Group LLC
INCREASED
Shares42,176 from 38,486
Change+3,690 (+10%)
Value$1.6M (+$143.6K)
Filed 2026-10-27
Frankly Finances, LLC
INCREASED
Shares41,878 from 35,487
Change+6,391 (+18%)
Value$1.6M (+$243.0K)
Filed 2026-10-28
RF&L Wealth Management, LLC
DECREASED
Shares41,686 from 42,216
Change-530 (-1%)
Value$1.5M (-$12.0K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
DECREASED
Shares41,455 from 43,703
Change-2,248 (-5%)
Value$1.5M (-$75.4K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares41,010 from 41,932
Change-922 (-2%)
Value$1.5M (-$26.6K)
Filed 2026-10-29
Heritage Wealth Management, Inc.
DECREASED
Shares40,718 from 41,299
Change-581 (-1%)
Value$1.5M (-$14.1K)
Filed 2026-10-27
Investment Planning Advisors, Inc.
INCREASED
Shares40,480 from 40,252
Change+228 (+1%)
Value$1.5M (+$15.7K)
Filed 2026-10-14
Diversified Trust Co
INCREASED
Shares40,041 from 38,077
Change+1,964 (+5%)
Value$1.5M (+$79.6K)
Filed 2026-11-06
Atlas Private Wealth Advisors
DECREASED
Shares39,987 from 40,975
Change-988 (-2%)
Value$1.5M (-$29.2K)
Filed 2026-10-23
Sage Rhino Capital LLC
UNCHANGED
Shares39,307 from 39,307
Change0 (0%)
Value$1.5M (+$7.1K)
Filed 2026-10-28
Life Planning Partners, Inc
DECREASED
Shares39,250 from 42,736
Change-3,486 (-8%)
Value$1.5M (-$121.4K)
Filed 2026-10-28
Claro Advisors Inc.
NEW
Shares38,986
Change+38,986
Value$1.4M
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares38,965 from 38,965
Change0 (0%)
Value$1.4M (+$7.0K)
Filed 2026-11-06
Fiduciary Alliance LLC
INCREASED
Shares38,730 from 38,494
Change+236 (+1%)
Value$1.4M (+$15.7K)
Filed 2026-10-13
HBE Wealth Management, LLC
DECREASED
Shares38,708 from 39,772
Change-1,064 (-3%)
Value$1.4M (-$32.2K)
Filed 2026-11-06
Cutler Investment Counsel LLC
INCREASED
Shares37,763 from 37,754
Change+9 (+0%)
Value$1.4M (+$7.1K)
Filed 2026-10-28
TruNorth Capital Management, LLC
UNCHANGED
Shares37,368 from 37,368
Change0 (0%)
Value$1.4M (+$6.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
UNCHANGED
Shares37,163 from 37,163
Change0 (0%)
Value$1.4M (+$6.7K)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares36,213 from 34,624
Change+1,589 (+5%)
Value$1.3M (+$65.1K)
Filed 2026-10-30
Maseco LLP
INCREASED
Shares36,061 from 32,724
Change+3,337 (+10%)
Value$1.3M (+$131.9K)
Filed 2026-10-27
Intelligent Financial Strategies
UNCHANGED
Shares35,705 from 35,705
Change0 (0%)
Value$1.3M (+$6.4K)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares35,689 from 35,535
Change+154 (+0%)
Value$1.3M (+$12.1K)
Filed 2026-11-03
Tortoise Investment Management, LLC
UNCHANGED
Shares35,243 from 35,243
Change0 (0%)
Value$1.3M (+$6.3K)
Filed 2026-11-06
Foundation Wealth Management, Llc\pa
INCREASED
Shares34,571 from 34,565
Change+6 (+0%)
Value$1.3M (+$6.4K)
Filed 2026-10-14
Montis Financial, LLC
INCREASED
Shares34,540 from 34,536
Change+4 (+0%)
Value$1.3M (+$6.4K)
Filed 2026-11-04
Clark Asset Management, LLC
INCREASED
Shares33,488 from 31,138
Change+2,350 (+8%)
Value$1.2M (+$92.6K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares33,396 from 36,006
Change-2,610 (-7%)
Value$1.2M (-$90.1K)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares33,092
Change+33,092
Value$1.2M
Filed 2026-10-07
Americana Partners, LLC
UNCHANGED
Shares32,821 from 32,821
Change0 (0%)
Value$1.2M (+$5.9K)
Filed 2026-10-28
Arnold Financial Planning LLC
INCREASED
Shares32,611 from 32,577
Change+34 (+0%)
Value$1.2M (+$7.1K)
Filed 2026-10-20
AA Financial Advisors, LLC
NEW
Shares32,531
Change+32,531
Value$1.2M
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares32,050 from 32,832
Change-782 (-2%)
Value$1.2M (-$23.0K)
Filed 2026-10-05
Aquire Wealth Advisors, LLC
DECREASED
Shares31,702 from 35,808
Change-4,106 (-11%)
Value$1.2M (-$145.6K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
DECREASED
Shares31,441 from 33,779
Change-2,338 (-7%)
Value$1.2M (-$80.5K)
Filed 2026-10-13
M Wealth Management, LLC
DECREASED
Shares30,662 from 30,838
Change-176 (-1%)
Value$1.1M (-$964)
Filed 2026-10-14
M&T Bank Corp
UNCHANGED
Shares29,950 from 29,950
Change0 (0%)
Value$1.1M (+$5.4K)
Filed 2026-11-10
Integrity Alliance, Llc.
INCREASED
Shares29,949 from 28,063
Change+1,886 (+7%)
Value$1.1M (+$74.9K)
Filed 2026-10-29
Lynx Investment Advisory
INCREASED
Shares29,901 from 29,898
Change+3 (+0%)
Value$1.1M (+$5.5K)
Filed 2026-10-27
Strategent Financial, LLC
INCREASED
Shares29,881 from 26,808
Change+3,073 (+11%)
Value$1.1M (+$118.6K)
Filed 2026-10-30
Jacobi Capital Management LLC
INCREASED
Shares29,436 from 29,332
Change+104 (+0%)
Value$1.1M (+$9.1K)
Filed 2026-11-05
Independent Wealth Network Inc.
DECREASED
Shares28,302 from 29,532
Change-1,230 (-4%)
Value$1.0M (-$40.2K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares28,269 from 28,269
Change0 (0%)
Value$1.0M (+$5.1K)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
UNCHANGED
Shares27,664 from 27,664
Change0 (0%)
Value$1.0M (+$23.5K)
Filed 2026-10-19
Semitam Bonam LLC
INCREASED
Shares27,632 from 22,668
Change+4,964 (+22%)
Value$1.0M (+$187.9K)
Filed 2026-10-27
Jnba Financial Advisors
INCREASED
Shares27,448 from 3,107
Change+24,341 (+783%)
Value$1.0M (+$901.7K)
Filed 2026-11-03
Shakespeare Wealth Management, LLC
INCREASED
Shares27,057 from 26,541
Change+516 (+2%)
Value$1.0M (+$23.9K)
Filed 2026-10-28
Meredith Wealth Planning
INCREASED
Shares26,633 from 26,476
Change+157 (+1%)
Value$986.0K (+$10.6K)
Filed 2026-10-14
Highland Investment Advisors LLC
INCREASED
Shares26,480 from 24,404
Change+2,076 (+9%)
Value$980.3K (+$81.2K)
Filed 2026-11-09
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares26,178 from 26,178
Change0 (0%)
Value$969.1K (+$4.7K)
Filed 2026-11-04
Leading Edge Financial Planning LLC
DECREASED
Shares25,846 from 26,472
Change-626 (-2%)
Value$956.8K (-$18.4K)
Filed 2026-10-23
McCarley & Cook Financial Planners
DECREASED
Shares25,775 from 25,822
Change-47 (0%)
Value$954.2K (+$2.9K)
Filed 2026-10-21
Whitener Capital Management, Inc.
INCREASED
Shares25,508 from 20,715
Change+4,793 (+23%)
Value$944.3K (+$181.2K)
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares25,412 from 25,413
Change-1 (0%)
Value$940.8K (+$4.6K)
Filed 2026-11-05
Scratch Capital LLC
INCREASED
Shares25,374 from 25,205
Change+169 (+1%)
Value$939.3K (+$10.8K)
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
DECREASED
Shares25,295 from 37,777
Change-12,482 (-33%)
Value$936.4K (-$455.3K)
Filed 2026-10-09
Partners in Financial Planning
INCREASED
Shares25,227 from 25,113
Change+114 (+0%)
Value$933.9K (+$8.7K)
Filed 2026-11-06
Wharton Business Group, LLC
UNCHANGED
Shares25,090 from 25,090
Change0 (0%)
Value$928.8K (+$4.5K)
Filed 2026-11-09
SteelPeak Wealth, LLC
DECREASED
Shares25,069 from 25,604
Change-535 (-2%)
Value$928.1K (-$15.2K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares25,007 from 18,835
Change+6,172 (+33%)
Value$925.8K (+$231.9K)
Filed 2026-10-29
Fifth Third Securities, Inc.
NEW
Shares24,989
Change+24,989
Value$925.1K
Filed 2026-10-21
May Hill Capital, LLC
INCREASED
Shares24,550 from 24,406
Change+144 (+1%)
Value$908.8K (+$9.7K)
Filed 2026-11-03
Brewster Financial Planning LLC
UNCHANGED
Shares24,537 from 24,537
Change0 (0%)
Value$908.4K (+$4.4K)
Filed 2026-10-13
Midwest Heritage Bank, FSB
INCREASED
Shares24,255 from 24,252
Change+3 (+0%)
Value$897.9K (+$4.5K)
Filed 2026-10-26
Waterfront Wealth Inc.
UNCHANGED
Shares24,206 from 24,206
Change0 (0%)
Value$885.6K (-$7.9K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
NEW
Shares24,201
Change+24,201
Value$895.9K
Filed 2026-10-13
Keybank National Association
UNCHANGED
Shares23,895 from 23,895
Change0 (0%)
Value$884.6K (+$4.3K)
Filed 2026-11-04
Rise Advisors, LLC
INCREASED
Shares23,628 from 23,489
Change+139 (+1%)
Value$874.7K (+$9.4K)
Filed 2026-10-16
Everest Financial Group LLC
DECREASED
Shares23,228 from 24,052
Change-824 (-3%)
Value$859.9K (-$26.2K)
Filed 2026-11-06
Certified Advisory Corp
INCREASED
Shares22,832 from 21,175
Change+1,657 (+8%)
Value$845.2K (+$65.2K)
Filed 2026-10-29
HBK Sorce Advisory LLC
DECREASED
Shares22,241 from 22,737
Change-496 (-2%)
Value$778.7K (-$73.5K)
Filed 2026-11-06
Inscription Capital, LLC
UNCHANGED
Shares22,136 from 22,136
Change0 (0%)
Value$819.5K (+$4.0K)
Filed 2026-11-02
Cascade Wealth Advisors, Inc
INCREASED
Shares22,124 from 22,003
Change+121 (+1%)
Value$775.2K (-$57.6K)
Filed 2026-11-09
Selective Wealth Management, Inc.
INCREASED
Shares21,541 from 14,527
Change+7,014 (+48%)
Value$789.5K (+$265.5K)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares21,534 from 21,095
Change+439 (+2%)
Value$786.8K (+$15.8K)
Filed 2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares21,434 from 21,164
Change+270 (+1%)
Value$793.5K (+$13.8K)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares20,917 from 20,707
Change+210 (+1%)
Value$770.1K (+$14.3K)
Filed 2026-10-27
Asset Advisory Group, Inc.
INCREASED
Shares20,816 from 20,756
Change+60 (+0%)
Value$770.6K (+$5.9K)
Filed 2026-10-20
waypoint wealth counsel
INCREASED
Shares19,776 from 18,989
Change+787 (+4%)
Value$732.1K (+$32.5K)
Filed 2026-10-22
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares19,301 from 19,301
Change0 (0%)
Value$714.5K (+$7.3K)
Filed 2026-10-19
Seamount Financial Group Inc
NEW
Shares19,230
Change+19,230
Value$711.9K
Filed 2026-10-21
Stewardship Advisors, LLC
INCREASED
Shares19,210 from 18,655
Change+555 (+3%)
Value$711.2K (+$23.9K)
Filed 2026-10-20
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares19,124 from 19,067
Change+57 (+0%)
Value$708.0K (+$5.5K)
Filed 2026-10-14
Northwest Wealth Advisors, LLC
DECREASED
Shares18,954 from 19,647
Change-693 (-4%)
Value$701.7K (-$22.1K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares18,434 from 18,564
Change-130 (-1%)
Value$682.4K (-$1.5K)
Filed 2026-11-03
Holcombe Financial, Inc.
DECREASED
Shares18,301 from 18,944
Change-643 (-3%)
Value$677.5K (-$20.4K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares18,114 from 17,366
Change+748 (+4%)
Value$670.6K (+$30.8K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares17,918 from 17,511
Change+407 (+2%)
Value$656.7K (+$21.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares17,918 from 17,511
Change+407 (+2%)
Value$656.7K (+$21.7K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares17,778 from 17,778
Change0 (0%)
Value$658.1K (+$3.2K)
Filed 2026-11-05
Briggs Wealth Management, Inc
INCREASED
Shares17,592 from 13,657
Change+3,935 (+29%)
Value$651.3K (+$148.1K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares16,668 from 16,570
Change+98 (+1%)
Value$617.0K (+$6.6K)
Filed 2026-10-19
Two West Capital Advisors LLC
INCREASED
Shares16,592 from 16,497
Change+95 (+1%)
Value$618.4K (+$25.6K)
Filed 2026-10-15
Maia Wealth LLC
UNCHANGED
Shares16,311 from 16,311
Change0 (0%)
Value$603.8K (+$2.9K)
Filed 2026-10-19
KOM Wealth Management Group, LLC
DECREASED
Shares16,310 from 16,514
Change-204 (-1%)
Value$603.8K (-$4.6K)
Filed 2026-10-15
Facet Wealth, Inc.
DECREASED
Shares16,189 from 16,637
Change-448 (-3%)
Value$599.3K (-$13.6K)
Filed 2026-11-04
Verus Financial Partners, Inc.
DECREASED
Shares16,149 from 16,277
Change-128 (-1%)
Value$597.8K (-$1.8K)
Filed 2026-10-29
Ferguson Johnson Wealth Management Inc
DECREASED
Shares16,122 from 16,142
Change-20 (0%)
Value$596.9K (+$2.9K)
Filed 2026-11-05
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares16,086 from 16,086
Change0 (0%)
Value$595.5K (+$2.9K)
Filed 2026-11-03
LJI Wealth Management, LLC
DECREASED
Shares15,976 from 18,010
Change-2,034 (-11%)
Value$591.4K (-$72.1K)
Filed 2026-10-28
Syverson Strege & Co
UNCHANGED
Shares15,759 from 15,759
Change0 (0%)
Value$583.4K (+$2.8K)
Filed 2026-11-02
SageOak Financial, LLC
INCREASED
Shares15,542 from 15,406
Change+136 (+1%)
Value$575.4K (+$7.8K)
Filed 2026-10-19
Citizens Financial Group Inc
UNCHANGED
Shares15,471 from 15,471
Change0 (0%)
Value$572.7K (+$2.8K)
Filed 2026-10-23
Oath Planning, LLC
DECREASED
Shares15,259 from 15,377
Change-118 (-1%)
Value$564.9K (-$1.6K)
Filed 2026-10-20
Bessemer Group Inc
UNCHANGED
Shares15,219 from 15,219
Change0 (0%)
Value$563.0K (+$2.0K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares15,134 from 16,271
Change-1,137 (-7%)
Value$560.3K (-$39.2K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
UNCHANGED
Shares15,051 from 15,051
Change0 (0%)
Value$557.2K (+$2.7K)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
DECREASED
Shares14,788 from 14,945
Change-157 (-1%)
Value$547.5K (-$3.1K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares14,740 from 14,906
Change-166 (-1%)
Value$545.7K (-$3.4K)
Filed 2026-10-13
Navigate Wealth Management, LLC
INCREASED
Shares14,639 from 14,433
Change+206 (+1%)
Value$542.8K (+$22.2K)
Filed 2026-10-14
Renasant Bank
DECREASED
Shares14,605 from 15,353
Change-748 (-5%)
Value$540.7K (-$24.9K)
Filed 2026-11-05
Well Done, LLC
DECREASED
Shares14,575 from 18,814
Change-4,239 (-23%)
Value$539.6K (-$153.5K)
Filed 2026-10-20
Level Wealth Management LLC
INCREASED
Shares14,484 from 14,459
Change+25 (+0%)
Value$536.2K (+$3.5K)
Filed 2026-10-23
Probity Advisors, Inc.
UNCHANGED
Shares14,364 from 14,364
Change0 (0%)
Value$531.8K (+$2.6K)
Filed 2026-10-23
Wedmont Private Capital
UNCHANGED
Shares14,225 from 14,225
Change0 (0%)
Value$523.5K (-$1.6K)
Filed 2026-10-09
PFG Advisors
INCREASED
Shares14,177 from 12,315
Change+1,862 (+15%)
Value$524.8K (+$71.1K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
UNCHANGED
Shares14,172 from 14,172
Change0 (0%)
Value$524.6K (+$2.6K)
Filed 2026-10-16
Approach Retirement Advisors, LLC
DECREASED
Shares13,771 from 14,166
Change-395 (-3%)
Value$509.8K (-$12.1K)
Filed 2026-10-22
RVW Wealth, LLC
UNCHANGED
Shares13,729 from 13,729
Change0 (0%)
Value$508.3K (+$2.5K)
Filed 2026-10-06
Vilga Financial Planning LLC
UNCHANGED
Shares13,404 from 13,404
Change0 (0%)
Value$496.2K (+$2.4K)
Filed 2026-10-09
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares13,390 from 13,390
Change0 (0%)
Value$495.7K (+$2.4K)
Filed 2026-11-05
Powerhouse Assets LLC
INCREASED
Shares13,169 from 13,154
Change+15 (+0%)
Value$487.5K (+$2.9K)
Filed 2026-10-19
Pandowealth. LLC
DECREASED
Shares12,934 from 13,429
Change-495 (-4%)
Value$453.2K (-$41.5K)
Filed 2026-11-09
25 LLC
UNCHANGED
Shares12,904 from 12,904
Change0 (0%)
Value$477.7K (+$2.3K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
UNCHANGED
Shares12,859 from 12,859
Change0 (0%)
Value$476.0K (+$2.3K)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares12,625 from 14,770
Change-2,145 (-15%)
Value$467.4K (-$76.7K)
Filed 2026-10-27
Bank of Montreal
INCREASED
Shares12,570 from 3,461
Change+9,109 (+263%)
Value$465.3K (+$337.8K)
Filed 2026-11-09
Motco
UNCHANGED
Shares12,372 from 12,372
Change0 (0%)
Value$458.0K (+$2.2K)
Filed 2026-11-09
Jessup Wealth Management, Inc
UNCHANGED
Shares12,324 from 12,324
Change0 (0%)
Value$456.2K (+$2.2K)
Filed 2026-10-20
Obermeyer Wealth Partners
UNCHANGED
Shares12,285 from 12,285
Change0 (0%)
Value$454.8K (+$2.2K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares12,203 from 11,926
Change+277 (+2%)
Value$451.8K (+$12.4K)
Filed 2026-10-28
Sage Mountain Advisors LLC
UNCHANGED
Shares12,189 from 12,189
Change0 (0%)
Value$451.2K (+$2.2K)
Filed 2026-11-02
Falcon Wealth Planning
UNCHANGED
Shares12,178 from 12,178
Change0 (0%)
Value$450.8K (+$2.2K)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares12,100 from 12,090
Change+10 (+0%)
Value$447.9K (+$2.5K)
Filed 2026-11-05
Tableaux LLC
INCREASED
Shares11,908 from 11,907
Change+1 (+0%)
Value$440.8K (+$2.2K)
Filed 2026-10-23
Prospera Financial Services Inc
NEW
Shares11,744
Change+11,744
Value$420.7K
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares11,573 from 9,257
Change+2,316 (+25%)
Value$428.4K (+$87.4K)
Filed 2026-11-06
Joel Adams & Associates, Inc.
INCREASED
Shares11,474 from 11,407
Change+67 (+1%)
Value$424.8K (+$4.5K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
UNCHANGED
Shares11,305 from 11,305
Change0 (0%)
Value$418.5K (+$2.0K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares10,748 from 10,935
Change-187 (-2%)
Value$397.9K (-$4.9K)
Filed 2026-11-03
Kelly Financial Group LLC
INCREASED
Shares10,728 from 10,154
Change+574 (+6%)
Value$397.2K (+$23.1K)
Filed 2026-10-16
Gemmer Asset Management LLC
DECREASED
Shares10,709 from 10,895
Change-186 (-2%)
Value$396.5K (-$4.9K)
Filed 2026-10-16
Shotwell Rutter Baer Inc
DECREASED
Shares10,556 from 10,864
Change-308 (-3%)
Value$390.8K (-$9.4K)
Filed 2026-10-14
Oak Wealth Advisors LLC
INCREASED
Shares10,456 from 10,417
Change+39 (+0%)
Value$387.1K (+$3.3K)
Filed 2026-11-09
Sage Financial Group Inc
UNCHANGED
Shares10,263 from 10,263
Change0 (0%)
Value$379.9K (+$1.8K)
Filed 2026-10-27
Tranquility Partners, LLC
NEW
Shares10,167
Change+10,167
Value$377.1K
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares10,103 from 8,872
Change+1,231 (+14%)
Value$374.0K (+$47.2K)
Filed 2026-11-05
Sensenig Capital Advisors, Inc
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$372.1K (+$1.8K)
Filed 2026-10-23
Clayton Financial Group LLC
UNCHANGED
Shares10,035 from 10,035
Change0 (0%)
Value$371.5K (+$1.8K)
Filed 2026-10-13
HUB Investment Partners, LLC
UNCHANGED
Shares9,988 from 9,988
Change0 (0%)
Value$369.7K (+$1.8K)
Filed 2026-11-03
Essential Planning, Llc.
INCREASED
Shares9,836 from 9,803
Change+33 (+0%)
Value$364.1K (+$3.0K)
Filed 2026-10-21
Grey Fox Wealth Advisors, LLC
NEW
Shares9,787
Change+9,787
Value$362.3K
Filed 2026-11-03
Sheets Smith Wealth Management
UNCHANGED
Shares9,717 from 9,717
Change0 (0%)
Value$359.7K (+$1.7K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares9,521 from 12,493
Change-2,972 (-24%)
Value$352.5K (-$107.8K)
Filed 2026-10-21
Hantz Financial Services, Inc.
UNCHANGED
Shares9,447 from 9,447
Change0 (0%)
Value$350.0K (+$2.0K)
Filed 2026-11-09
Lido Advisors, LLC
INCREASED
Shares9,398 from 9,310
Change+88 (+1%)
Value$347.9K (+$4.9K)
Filed 2026-11-04
Physician Wealth Solutions Inc.
DECREASED
Shares9,380 from 16,734
Change-7,354 (-44%)
Value$347.2K (-$269.2K)
Filed 2026-10-14
Brookstone Capital Management
UNCHANGED
Shares9,301 from 9,301
Change0 (0%)
Value$344.3K (+$1.7K)
Filed 2026-10-22
Ritholtz Wealth Management
DECREASED
Shares9,246 from 9,313
Change-67 (-1%)
Value$342.3K (-$804)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares9,204 from 8,863
Change+341 (+4%)
Value$340.7K (+$14.2K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares9,201 from 7,154
Change+2,047 (+29%)
Value$336.6K (+$73.0K)
Filed 2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED
Shares9,041 from 9,023
Change+18 (+0%)
Value$334.7K (+$2.3K)
Filed 2026-11-02
BWM Planning, LLC
INCREASED
Shares8,751 from 8,699
Change+52 (+1%)
Value$324.0K (+$3.5K)
Filed 2026-11-09
Diversified Enterprises, LLC
NEW
Shares8,728
Change+8,728
Value$323.1K
Filed 2026-10-19
Coldstream Capital Management Inc
INCREASED
Shares8,669 from 8,222
Change+447 (+5%)
Value$320.9K (+$18.0K)
Filed 2026-11-09
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares8,612 from 8,609
Change+3 (+0%)
Value$318.8K (+$1.7K)
Filed 2026-10-29
MB Generational Wealth, LLC
INCREASED
Shares8,575 from 8,490
Change+85 (+1%)
Value$317.4K (+$4.7K)
Filed 2026-11-09
Geneos Wealth Management Inc.
INCREASED
Shares8,546 from 2,269
Change+6,277 (+277%)
Value$316.4K (+$232.8K)
Filed 2026-11-09
Sound Income Strategies, LLC
UNCHANGED
Shares8,384 from 8,384
Change0 (0%)
Value$308.5K (-$336)
Filed 2026-10-09
USAdvisors Wealth Management, LLC
DECREASED
Shares8,238 from 8,730
Change-492 (-6%)
Value$304.0K (-$17.0K)
Filed 2026-10-21
August Group Capital Ltd
NEW
Shares8,175
Change+8,175
Value$302.6K
Filed 2026-10-14
Trust Point Inc.
UNCHANGED
Shares8,106 from 8,106
Change0 (0%)
Value$300.1K (+$1.5K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares7,983 from 8,587
Change-604 (-7%)
Value$295.5K (-$20.8K)
Filed 2026-10-20
Oakwell Private Wealth Management, LLC
UNCHANGED
Shares7,981 from 7,981
Change0 (0%)
Value$295.5K (+$1.4K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares7,906 from 7,906
Change0 (0%)
Value$292.7K (+$1.4K)
Filed 2026-10-27
Pine Valley Investments Ltd Liability Co
UNCHANGED
Shares7,875 from 7,875
Change0 (0%)
Value$291.5K (+$1.4K)
Filed 2026-11-09
Bokf, NA
UNCHANGED
Shares7,702 from 7,702
Change0 (0%)
Value$285.1K (+$1.4K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,564 from 7,543
Change+21 (+0%)
Value$280.0K (+$2.2K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
UNCHANGED
Shares7,543 from 7,543
Change0 (0%)
Value$274.5K (-$3.4K)
Filed 2026-11-02
Legacy Private Trust Co.
NEW
Shares7,501
Change+7,501
Value$277.7K
Filed 2026-10-06
Harbour Investments, Inc.
UNCHANGED
Shares7,441 from 7,441
Change0 (0%)
Value$275.5K (+$1.3K)
Filed 2026-11-09
Cedar Point Capital Partners, LLC
UNCHANGED
Shares7,420 from 7,420
Change0 (0%)
Value$274.7K (+$1.3K)
Filed 2026-10-29
Milestone Asset Management Group, LLC
DECREASED
Shares7,352 from 7,360
Change-8 (0%)
Value$272.2K (+$1.0K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares7,263 from 7,091
Change+172 (+2%)
Value$268.9K (+$7.6K)
Filed 2026-11-05
NorthAvenue LLC
DECREASED
Shares7,183 from 9,687
Change-2,504 (-26%)
Value$265.9K (-$91.0K)
Filed 2026-10-29
rebel Financial LLC
INCREASED
Shares7,098 from 7,056
Change+42 (+1%)
Value$262.8K (+$2.8K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
UNCHANGED
Shares6,964 from 6,964
Change0 (0%)
Value$257.8K (+$1.3K)
Filed 2026-10-09
Arbor Wealth Advisors LLC
DECREASED
Shares6,947 from 7,267
Change-320 (-4%)
Value$257.2K (-$10.5K)
Filed 2026-10-09
Perennial Advisors, LLC
UNCHANGED
Shares6,931 from 6,931
Change0 (0%)
Value$256.6K (+$1.2K)
Filed 2026-10-13
RHS Financial, LLC
UNCHANGED
Shares6,891 from 6,891
Change0 (0%)
Value$255.1K (+$1.2K)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares6,863
Change+6,863
Value$254.1K
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares6,748 from 6,948
Change-200 (-3%)
Value$249.8K (-$6.2K)
Filed 2026-10-21
Optima Capital LLC
DECREASED
Shares6,735 from 8,252
Change-1,517 (-18%)
Value$249.3K (-$54.7K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
DECREASED
Shares6,654 from 7,732
Change-1,078 (-14%)
Value$246.7K (-$41.1K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares6,653 from 5,828
Change+825 (+14%)
Value$246.3K (+$31.6K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
DECREASED
Shares6,492 from 6,721
Change-229 (-3%)
Value$240.3K (-$7.3K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares6,461 from 6,474
Change-13 (0%)
Value$239.2K (+$716)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares6,110 from 6,360
Change-250 (-4%)
Value$226.2K (-$8.1K)
Filed 2026-11-09
Connecticut Wealth Management, LLC
UNCHANGED
Shares6,103 from 6,103
Change0 (0%)
Value$225.9K (+$1.1K)
Filed 2026-10-13
Orin Green Financial, LLC
UNCHANGED
Shares6,087 from 6,087
Change0 (0%)
Value$225.3K (+$1.1K)
Filed 2026-10-19
Cooper S Advisors, LLC
UNCHANGED
Shares6,075 from 6,075
Change0 (0%)
Value$224.9K (+$1.1K)
Filed 2026-11-03
City State Bank
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$222.1K (+$1.1K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED
Shares5,933 from 5,933
Change0 (0%)
Value$219.6K (+$1.1K)
Filed 2026-10-16
Founders Financial Securities LLC
NEW
Shares5,890
Change+5,890
Value$218.0K
Filed 2026-10-28
Staley Capital Advisers Inc
NEW
Shares5,876
Change+5,876
Value$217.5K
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares5,874 from 5,874
Change0 (0%)
Value$217.5K (+$1.1K)
Filed 2026-10-13
Sapient Capital LLC
NEW
Shares5,816
Change+5,816
Value$215.3K
Filed 2026-10-08
American Capital Advisory, LLC
UNCHANGED
Shares5,789 from 5,789
Change0 (0%)
Value$214.3K (+$1.0K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
INCREASED
Shares5,737 from 5,710
Change+27 (+0%)
Value$212.4K (+$2.0K)
Filed 2026-10-07
Csenge Advisory Group
NEW
Shares5,719
Change+5,719
Value$211.7K
Filed 2026-11-04
Venture Visionary Partners LLC
NEW
Shares5,716
Change+5,716
Value$211.6K
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
INCREASED
Shares5,667 from 5,658
Change+9 (+0%)
Value$209.8K (+$1.3K)
Filed 2026-10-26
Wescott Financial Advisory Group, LLC
DECREASED
Shares5,666 from 5,771
Change-105 (-2%)
Value$209.7K (-$2.8K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares5,666 from 5,680
Change-14 (0%)
Value$209.8K (+$524)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares5,648 from 5,628
Change+20 (+0%)
Value$209.1K (+$1.8K)
Filed 2026-10-23
Rodgers & Associates, LTD
UNCHANGED
Shares5,636 from 5,636
Change0 (0%)
Value$208.6K (+$1.0K)
Filed 2026-10-20
Ascent Wealth Partners, LLC
NEW
Shares5,635
Change+5,635
Value$208.6K
Filed 2026-10-23
Bdfs Capital LLC
UNCHANGED
Shares5,574 from 5,574
Change0 (0%)
Value$206.3K (+$1.0K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED
Shares5,552 from 5,552
Change0 (0%)
Value$205.5K (+$999)
Filed 2026-10-26
Grove Street Fiduciary, LLC
UNCHANGED
Shares5,509 from 5,509
Change0 (0%)
Value$203.9K (+$991)
Filed 2026-10-13
Kestra Investment Management, LLC
NEW
Shares5,454
Change+5,454
Value$201.9K
Filed 2026-11-04
Seaside Wealth Management, Inc.
NEW
Shares5,407
Change+5,407
Value$200.2K
Filed 2026-11-09
Oakworth Capital, Inc.
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$196.0K (+$953)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$181.8K (+$884)
Filed 2026-10-07
Cullen T Bankers, Inc.
NEW
Shares4,872
Change+4,872
Value$180.4K
Filed 2026-10-28
Washington Trust Advisors, Inc.
INCREASED
Shares4,381 from 4,374
Change+7 (+0%)
Value$162.2K (+$1.0K)
Filed 2026-10-22
Coston, McIsaac & Partners
INCREASED
Shares4,191 from 4,172
Change+19 (+0%)
Value$155.2K (+$2.2K)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares3,883 from 3,883
Change0 (0%)
Value$143.8K (+$699)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$134.8K (+$655)
Filed 2026-11-03
Kings Path Partners LLC
DECREASED
Shares3,496 from 3,916
Change-420 (-11%)
Value$129.4K (-$14.8K)
Filed 2026-10-21
Navigoe, LLC
UNCHANGED
Shares3,144 from 3,144
Change0 (0%)
Value$116.0K (+$1.0K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares2,726 from 5,539
Change-2,813 (-51%)
Value$100.9K (-$103.1K)
Filed 2026-10-21
Financial Consulate, Inc
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$89.3K (+$435)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares2,389
Change+2,389
Value$88.4K
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$76.9K (+$374)
Filed 2026-10-16
Harbor Asset Planning, Inc.
INCREASED
Shares1,972 from 1,960
Change+12 (+1%)
Value$73.0K (+$781)
Filed 2026-10-23
CX Institutional
DECREASED
Shares1,727 from 1,856
Change-129 (-7%)
Value$64.0K (+$63.9K)
Filed 2026-10-02
KFG LLC
NEW
Shares1,661
Change+1,661
Value$61.5K
Filed 2026-11-02
Olistico Wealth, LLC
INCREASED
Shares1,595 from 1,580
Change+15 (+1%)
Value$59.0K (+$840)
Filed 2026-10-05
Owl Creek Wealth Partners LLC
INCREASED
Shares1,574 from 1,565
Change+9 (+1%)
Value$58.3K (+$625)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares1,468
Change+1,468
Value$54.3K
Filed 2026-10-30
Southern Michigan Bank & Trust
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$48.2K (+$234)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$45.4K (+$221)
Filed 2026-11-02
Pillar Financial Advisors, LLC
INCREASED
Shares1,150 from 1,146
Change+4 (+0%)
Value$42.6K (+$341)
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$41.9K (+$204)
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$33.9K (+$165)
Filed 2026-10-08
Private Wealth Management Group, LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$32.7K (+$159)
Filed 2026-10-19
AlphaCore Capital LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$30.9K (+$150)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares752
Change+752
Value$27.8K
Filed 2026-11-05
Tradewinds Capital Management, LLC
INCREASED
Shares644 from 640
Change+4 (+1%)
Value$23.8K (+$256)
Filed 2026-10-23
Winch Advisory Services, LLC
INCREASED
Shares608 from 604
Change+4 (+1%)
Value$22.5K (+$242)
Filed 2026-11-06
Thompson Investment Management, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$20.6K (+$100)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares523 from 520
Change+3 (+1%)
Value$19.4K (+$208)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$18.0K (+$88)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares485 from 3,948
Change-3,463 (-88%)
Value$18.0K (-$127.5K)
Filed 2026-10-26
Creative Financial Designs Inc
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$14.5K (+$71)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares368
Change+368
Value$13.6K
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$12.0K (-$149)
Filed 2026-10-30
First Bancorp, Inc
DECREASED
Shares303 from 385
Change-82 (-21%)
Value$11.2K (-$3.0K)
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$10.4K (+$51)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$9.2K (+$45)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares243 from 213
Change+30 (+14%)
Value$9.1K (+$1.2K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
INCREASED
Shares174 from 173
Change+1 (+1%)
Value$6.5K (+$69)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares120 from 159
Change-39 (-25%)
Value$4.4K (-$1.4K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.6K (+$8)
Filed 2026-11-04
Atria Investments, Inc
CLOSED
Shares0 from 145,877
Change-145,877 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-15
M Holdings Securities, Inc.
CLOSED
Shares0 from 86,460
Change-86,460 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-03
Freedom Investment Management, Inc.
CLOSED
Shares0 from 24,387
Change-24,387 (-100%)
Value$0 (-$898.4K)
Filed 2026-11-09
Five Oceans Advisors
CLOSED
Shares0 from 19,000
Change-19,000 (-100%)
Value$0 (-$700.0K)
Filed 2026-10-22
Certuity, LLC
CLOSED
Shares0 from 11,463
Change-11,463 (-100%)
Value$0 (-$422.3K)
Filed 2026-11-02
Wesbanco Bank Inc
CLOSED
Shares0 from 9,111
Change-9,111 (-100%)
Value$0 (-$335.6K)
Filed 2026-11-04
Blue Fin Capital, Inc.
CLOSED
Shares0 from 6,760
Change-6,760 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-28
Sigma Planning Corp
CLOSED
Shares0 from 6,503
Change-6,503 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-23
First Citizens Bank & Trust Co
CLOSED
Shares0 from 6,248
Change-6,248 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-14
Davidson Trust Co
CLOSED
Shares0 from 5,490
Change-5,490 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-09
Heritage Wealth Advisors
CLOSED
Shares0 from 2,517
Change-2,517 (-100%)
Value$0 (-$92.7K)
Filed 2026-11-09
Nemes Rush Group LLC
CLOSED
Shares0 from 1,459
Change-1,459 (-100%)
Value$0 (-$53.8K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 1,353
Change-1,353 (-100%)
Value$0 (-$49.8K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,279
Change-1,279 (-100%)
Value$0 (-$47.1K)
Filed 2026-11-06
Go Invest LLC
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$26.8K)
Filed 2026-10-09
Spire Wealth Management
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-30
Tsfg, LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$10)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
Focus Partners Wealth
N/A
Shares— from 10,393,265
Change-10,393,265 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 7,779,410
Change-7,779,410 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,693,905
Change-6,693,905 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,222,632
Change-5,222,632 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,862,746
Change-3,862,746 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,488,957
Change-3,488,957 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,205,258
Change-3,205,258 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,703,859
Change-2,703,859 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,626,969
Change-2,626,969 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,462,672
Change-2,462,672 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 2,391,457
Change-2,391,457 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,311,945
Change-2,311,945 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,231,887
Change-2,231,887 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,214,709
Change-2,214,709 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 2,158,889
Change-2,158,889 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,043,404
Change-2,043,404 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,007,568
Change-2,007,568 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,783,165
Change-1,783,165 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 1,626,249
Change-1,626,249 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,585,523
Change-1,585,523 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,534,860
Change-1,534,860 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,410,622
Change-1,410,622 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,215,877
Change-1,215,877 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,211,224
Change-1,211,224 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,153,522
Change-1,153,522 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,112,424
Change-1,112,424 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,067,151
Change-1,067,151 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 891,121
Change-891,121 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 782,836
Change-782,836 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 771,681
Change-771,681 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 718,310
Change-718,310 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 700,494
Change-700,494 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 603,863
Change-603,863 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 598,384
Change-598,384 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 595,793
Change-595,793 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 595,284
Change-595,284 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 523,407
Change-523,407 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 519,033
Change-519,033 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 470,989
Change-470,989 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 465,556
Change-465,556 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 464,628
Change-464,628 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 463,297
Change-463,297 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 460,156
Change-460,156 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 438,431
Change-438,431 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 387,541
Change-387,541 (-100%)
Value—
Betterment LLC
N/A
Shares— from 381,067
Change-381,067 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 372,636
Change-372,636 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 366,264
Change-366,264 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 362,804
Change-362,804 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 334,635
Change-334,635 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 333,970
Change-333,970 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 318,920
Change-318,920 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 316,004
Change-316,004 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 305,764
Change-305,764 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 298,082
Change-298,082 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 247,021
Change-247,021 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 243,478
Change-243,478 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 231,888
Change-231,888 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 221,331
Change-221,331 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 201,329
Change-201,329 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 198,360
Change-198,360 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 187,127
Change-187,127 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 174,934
Change-174,934 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 158,187
Change-158,187 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 154,037
Change-154,037 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 153,090
Change-153,090 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 150,973
Change-150,973 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 150,924
Change-150,924 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 147,255
Change-147,255 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 147,107
Change-147,107 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 137,892
Change-137,892 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 132,388
Change-132,388 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 129,078
Change-129,078 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 122,053
Change-122,053 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 119,200
Change-119,200 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 117,665
Change-117,665 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 116,946
Change-116,946 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 114,714
Change-114,714 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 113,602
Change-113,602 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 109,109
Change-109,109 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 108,197
Change-108,197 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 108,084
Change-108,084 (-100%)
Value—
Commerce Bank
N/A
Shares— from 102,565
Change-102,565 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 101,701
Change-101,701 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 100,761
Change-100,761 (-100%)
Value—
FMR LLC
N/A
Shares— from 100,297
Change-100,297 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 98,259
Change-98,259 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 96,971
Change-96,971 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 92,914
Change-92,914 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 92,212
Change-92,212 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 89,299
Change-89,299 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 86,122
Change-86,122 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 84,831
Change-84,831 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 83,802
Change-83,802 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 81,841
Change-81,841 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 79,964
Change-79,964 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 79,254
Change-79,254 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 75,738
Change-75,738 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 74,069
Change-74,069 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 72,355
Change-72,355 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 70,944
Change-70,944 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 64,998
Change-64,998 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 64,524
Change-64,524 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 63,126
Change-63,126 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 62,593
Change-62,593 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 61,237
Change-61,237 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 61,068
Change-61,068 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 58,722
Change-58,722 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 55,958
Change-55,958 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 55,321
Change-55,321 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 54,337
Change-54,337 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 53,354
Change-53,354 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 50,861
Change-50,861 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 50,106
Change-50,106 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 48,888
Change-48,888 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 48,874
Change-48,874 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 45,515
Change-45,515 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 43,719
Change-43,719 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,062
Change-42,062 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 38,924
Change-38,924 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 38,006
Change-38,006 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 37,942
Change-37,942 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 37,587
Change-37,587 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,565
Change-37,565 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 35,495
Change-35,495 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 35,355
Change-35,355 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 34,466
Change-34,466 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 32,354
Change-32,354 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 32,339
Change-32,339 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 32,083
Change-32,083 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 32,045
Change-32,045 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 31,374
Change-31,374 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 31,036
Change-31,036 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 30,993
Change-30,993 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 30,200
Change-30,200 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 30,172
Change-30,172 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 29,414
Change-29,414 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 28,756
Change-28,756 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,461
Change-28,461 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 26,351
Change-26,351 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 25,555
Change-25,555 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 24,967
Change-24,967 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,965
Change-24,965 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,794
Change-24,794 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 24,662
Change-24,662 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 24,301
Change-24,301 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 23,380
Change-23,380 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 23,112
Change-23,112 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 21,767
Change-21,767 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,766
Change-21,766 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 18,670
Change-18,670 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 17,783
Change-17,783 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 17,648
Change-17,648 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,952
Change-15,952 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 15,379
Change-15,379 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,970
Change-14,970 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 14,870
Change-14,870 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 14,643
Change-14,643 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 14,272
Change-14,272 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,168
Change-14,168 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 12,845
Change-12,845 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,782
Change-12,782 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 12,683
Change-12,683 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 12,534
Change-12,534 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,440
Change-12,440 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 12,232
Change-12,232 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 12,137
Change-12,137 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,979
Change-11,979 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 11,854
Change-11,854 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,712
Change-10,712 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 10,137
Change-10,137 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 9,366
Change-9,366 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,883
Change-8,883 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 408
Change-408 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 375
Change-375 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
LPL Financial LLC
INCREASED8,436,0888,228,270+207,818+3%$303.1M$312.3M+$9.2M2026-11-06
Alerus Financial NA
DECREASED8,335,5738,368,617-33,0440%$308.3M$308.6M+$283.1K2026-11-09
Allworth Financial LP
INCREASED7,299,3976,594,247+705,150+11%$242.9M$268.9M+$26.0M2026-11-06
Monograph Wealth Advisors, LLC
INCREASED6,586,1216,491,032+95,089+1%$239.1M$243.8M+$4.7M2026-11-09
Great Waters Wealth Management
INCREASED5,348,5135,054,079+294,434+6%$186.2M$198.0M+$11.8M2026-10-07
Factory Mutual Insurance Co
UNCHANGED4,806,6304,806,63000%$177.1M$177.9M+$865.2K2026-10-30
Plancorp, LLC
DECREASED3,888,7243,903,563-14,8390%$141.5M$139.3M-$2.2M2026-11-03
Triune Financial Partners, LLC
INCREASED3,771,7753,692,741+79,034+2%$136.0M$139.6M+$3.6M2026-11-03
Commonwealth Equity Services, LLC
DECREASED3,706,3044,450,159-743,855-17%$163.9M$137.2M-$26.7M2026-11-02
JFS Wealth Advisors, LLC
DECREASED3,702,5113,743,466-40,955-1%$137.9M$137.1M-$842.3K2026-11-03
Assetmark, Inc
INCREASED3,207,1772,814,600+392,577+14%$103.7M$118.7M+$15.0M2026-10-21
D.A. Davidson & Co.
INCREASED2,831,8102,791,019+40,791+1%$102.8M$104.8M+$2.0M2026-10-28
Fifth Third Bancorp
DECREASED2,579,1573,295,765-716,608-22%$121.4M$95.5M-$25.9M2026-11-05
Creative Capital Management Investments LLC
INCREASED2,535,1762,434,768+100,408+4%$89.7M$93.9M+$4.2M2026-10-28
Morton Capital Management LLC
INCREASED2,508,1052,465,252+42,853+2%$90.8M$92.9M+$2.0M2026-10-23
New Capital Management LP
INCREASED2,444,0532,410,224+33,829+1%$88.8M$90.5M+$1.7M2026-10-29
Confluence Wealth Services, Inc.
INCREASED2,398,8722,070,402+328,470+16%$76.3M$88.8M+$12.5M2026-11-05
Evanson Financial, LLC
DECREASED2,269,3532,274,985-5,6320%$83.8M$84.0M+$201.0K2026-10-23
Core Wealth Management, Inc.
DECREASED2,250,4342,313,175-62,741-3%$85.2M$83.3M-$1.9M2026-10-22
Cardinal Point Capital Management ULC
INCREASED2,002,3961,963,742+38,654+2%$72.3M$74.1M+$1.8M2026-10-21
Baker Boyer National Bank
INCREASED1,954,2941,949,537+4,757+0%$71.8M$72.3M+$527.0K2026-11-05
Greenspring Advisors, LLC
DECREASED1,887,4041,894,281-6,8770%$69.8M$69.9M+$86.4K2026-11-05
BetterWealth, LLC
INCREASED1,823,3211,808,735+14,586+1%$66.6M$67.5M+$865.6K2026-10-15
HB Wealth Management, LLC
INCREASED1,619,164770,819+848,345+110%$28.4M$59.9M+$31.5M2026-10-23
Apella Capital, LLC
INCREASED1,613,4401,602,530+10,910+1%$58.6M$59.8M+$1.2M2026-10-08
Financial Symmetry Inc
DECREASED1,598,1571,603,245-5,0880%$59.1M$59.2M+$100.2K2026-10-06
Altiora Financial Group, LLC
INCREASED1,580,3491,468,984+111,365+8%$54.1M$58.5M+$4.4M2026-11-04
Trellis Wealth Advisors LLC
DECREASED1,577,6591,596,426-18,767-1%$58.8M$58.4M-$407.4K2026-10-19
Strathmore Capital Advisors, Inc.
INCREASED1,573,7891,492,148+81,641+5%$54.4M$55.1M+$726.9K2026-11-09
Master's Wealth Management Inc.
INCREASED1,525,2391,424,036+101,203+7%$52.5M$56.5M+$4.0M2026-10-22
Asset Dedication, LLC
DECREASED1,486,5261,572,354-85,828-5%$57.9M$55.0M-$2.9M2026-11-03
N.E.W. Advisory Services LLC
INCREASED1,431,1071,399,265+31,842+2%$51.5M$53.0M+$1.4M2026-11-09
Savant Capital, LLC
INCREASED1,419,1561,328,450+90,706+7%$49.0M$52.5M+$3.5M2026-11-06
Warburton Capital Management, LLC
INCREASED1,418,1381,297,654+120,484+9%$47.8M$50.6M+$2.8M2026-11-06
Johnson Wealth Management, LLC
INCREASED1,391,3621,347,961+43,401+3%$49.7M$51.5M+$1.8M2026-11-09
Demming Financial Services Corp
INCREASED1,333,4061,317,129+16,277+1%$48.5M$49.4M+$839.6K2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,325,0091,362,389-37,380-3%$50.2M$49.1M-$1.1M2026-10-14
Babb Wealth Advisors LLC
INCREASED1,293,2341,241,297+51,937+4%$45.7M$47.9M+$2.1M2026-10-30
ShankerValleau Wealth Advisors, Inc.
DECREASED1,264,8101,275,089-10,279-1%$47.0M$46.8M-$151.0K2026-10-16
Onyx Financial Advisors, LLC
INCREASED1,187,3381,184,461+2,877+0%$43.6M$44.0M+$319.7K2026-10-21
HighTower Advisors, LLC
INCREASED1,178,9851,177,632+1,353+0%$43.4M$43.6M+$262.1K2026-11-10
Cardiff Park Advisors, LLC
DECREASED1,105,1701,110,002-4,8320%$40.9M$40.9M+$20.9K2026-11-09
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED1,074,9311,120,817-45,886-4%$41.3M$39.8M-$1.5M2026-10-14
Forum Financial Management, LP
DECREASED1,037,8581,049,121-11,263-1%$38.6M$38.4M-$228.1K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED971,129933,045+38,084+4%$34.4M$36.0M+$1.6M2026-11-02
Old Peak Finance LLC
INCREASED958,078948,539+9,539+1%$34.9M$35.5M+$523.9K2026-11-02
Merit Financial Group, LLC
INCREASED915,78457,820+857,964+1484%$2.1M$33.9M+$31.8M2026-11-06
Regimen Wealth, LLC
INCREASED910,413350,091+560,322+160%$12.9M$33.7M+$20.8M2026-11-09
Accredited Investor Services, LLC
INCREASED902,742880,269+22,473+3%$32.4M$33.4M+$990.4K2026-10-22
Brighton Jones LLC
INCREASED901,007840,321+60,686+7%$31.0M$33.4M+$2.4M2026-11-03
Destiny Wealth Partners, LLC
INCREASED894,860793,729+101,131+13%$29.0M$32.1M+$3.1M2026-11-05
Shearwater Capital LLC
DECREASED892,777920,770-27,993-3%$33.9M$33.1M-$870.5K2026-10-13
BIP Wealth, LLC
INCREASED892,369837,360+55,009+7%$30.8M$33.0M+$2.2M2026-10-22
Meridian Wealth Partners, LLC
DECREASED839,848844,650-4,802-1%$31.1M$31.1M-$25.7K2026-11-09
RFG Advisory, LLC
INCREASED785,267782,441+2,826+0%$28.8M$29.1M+$245.5K2026-11-03
TCI Wealth Advisors, Inc.
DECREASED783,861800,336-16,475-2%$29.5M$29.0M-$465.8K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED770,249577,693+192,556+33%$21.3M$28.3M+$7.0M2026-10-13
Live Oak Private Wealth LLC
INCREASED766,539556,763+209,776+38%$20.5M$28.4M+$7.9M2026-11-02
Momentous Wealth Management, Inc.
INCREASED765,052748,420+16,632+2%$27.6M$28.3M+$750.4K2026-10-21
Aspen Private Advisors, LLC
DECREASED747,259764,320-17,061-2%$28.2M$27.7M-$494.0K2026-10-27
Cherrydale Wealth Management, LLC
INCREASED733,551704,170+29,381+4%$25.9M$27.2M+$1.2M2026-10-20
Aspiriant, LLC
UNCHANGED727,702727,70200%$26.8M$26.9M+$131.0K2026-10-16
Kestra Advisory Services, LLC
INCREASED722,526716,825+5,701+1%$26.4M$26.7M+$340.1K2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED712,628720,654-8,026-1%$26.5M$26.4M-$167.4K2026-10-08
Legacy Financial Group, Inc.
INCREASED698,747667,000+31,747+5%$24.6M$25.9M+$1.3M2026-10-21
MilWealth Group LLC
DECREASED666,841670,634-3,793-1%$24.7M$24.7M-$19.7K2026-11-02
marrick wealth, LLC
DECREASED659,679664,948-5,269-1%$24.5M$24.4M-$75.4K2026-10-20
Sensible Money, LLC
DECREASED655,663675,314-19,651-3%$24.9M$24.3M-$605.9K2026-10-20
Truist Financial Corp
INCREASED636,564615,470+21,094+3%$22.7M$23.6M+$891.7K2026-10-30
Wolfstich Capital, LLC
DECREASED629,149764,422-135,273-18%$28.0M$23.4M-$4.6M2026-10-14
Chicago Partners Investment Group LLC
DECREASED624,582631,244-6,662-1%$22.9M$22.5M-$378.7K2026-10-27
Graves Light Lenhart Wealth, Inc.
INCREASED623,582574,324+49,258+9%$21.2M$23.1M+$1.9M2026-10-09
Tassel Capital Management, Inc.
INCREASED613,360592,185+21,175+4%$21.8M$22.7M+$890.5K2026-10-20
IFG Advisory, LLC
DECREASED610,440624,247-13,807-2%$23.0M$22.6M-$398.8K2026-11-09
Porter White Investment Advisors, Inc.
INCREASED606,948297,632+309,316+104%$11.0M$22.5M+$11.5M2026-10-14
Modera Wealth Management, LLC
INCREASED581,458431,147+150,311+35%$15.9M$21.5M+$5.6M2026-10-28
Vested Financial Planning, LLC
INCREASED553,549527,460+26,089+5%$19.4M$20.5M+$1.1M2026-10-28
Symmetry Partners, LLC
DECREASED543,397561,258-17,861-3%$20.7M$20.1M-$560.2K2026-10-27
Generations Wealth, LLC
INCREASED528,303478,755+49,548+10%$17.6M$19.6M+$1.9M2026-11-09
Farther Finance Advisors, LLC
INCREASED523,709497,251+26,458+5%$18.3M$19.4M+$1.1M2026-10-08
Silver Oak Advisory Group, Inc.
INCREASED523,599515,318+8,281+2%$19.0M$19.4M+$399.6K2026-11-06
Elser Financial Planning, Inc
DECREASED513,366513,837-4710%$18.9M$19.0M+$75.1K2026-10-16
Greenwood Capital Associates LLC
INCREASED492,247445,289+46,958+11%$16.4M$18.2M+$1.8M2026-10-27
Indivisible Partners
NEW482,880—+482,880——$17.9M—2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED473,462480,554-7,092-1%$17.7M$17.5M-$176.0K2026-10-29
Prosperity Planning, Inc.
DECREASED454,810472,299-17,489-4%$17.4M$16.8M-$562.4K2026-10-09
Grand Wealth Management, LLC
DECREASED445,714446,022-3080%$16.4M$16.5M+$68.9K2026-11-09
Lauterbach Financial Advisors, LLC
DECREASED441,618447,575-5,957-1%$16.5M$16.3M-$140.0K2026-10-21
Trust Co of the South
INCREASED438,936358,451+80,485+22%$13.2M$16.2M+$3.0M2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED428,427429,593-1,1660%$15.8M$15.9M+$34.1K2026-10-16
B&D White Capital Company, LLC
UNCHANGED425,052425,05200%$15.7M$15.7M+$76.5K2026-11-02
Claris Advisors, LLC / MO /
DECREASED394,658423,536-28,878-7%$15.6M$14.6M-$992.9K2026-11-10
E6 Portfolios, LLC
INCREASED394,573373,242+21,331+6%$13.8M$14.6M+$856.9K2026-10-26
Creative Planning
INCREASED393,599389,396+4,203+1%$14.3M$14.6M+$225.7K2026-11-02
ARK & TLK Investments, LLC
DECREASED368,683384,843-16,160-4%$14.2M$13.6M-$529.0K2026-10-20
Keystone Financial Group, Inc.
INCREASED348,418269,575+78,843+29%$9.9M$12.9M+$3.0M2026-10-13
Level Four Advisory Services, LLC
INCREASED347,58828,242+319,346+1131%$1.0M$12.9M+$11.8M2026-11-06
Andrews, Lucia Wealth Management LLC
DECREASED346,739349,686-2,947-1%$12.9M$12.8M-$46.2K2026-11-02
First National Bank Sioux Falls
DECREASED307,675308,472-7970%$11.2M$11.4M+$152.5K2026-10-13
ERn Financial, LLC
DECREASED305,836318,909-13,073-4%$11.7M$11.3M-$426.6K2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED301,450302,935-1,4850%$11.2M$11.2M-$4182026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED281,788291,117-9,329-3%$10.7M$10.4M-$293.0K2026-10-15
LS Investment Advisors, LLC
INCREASED274,360272,380+1,980+1%$10.0M$10.2M+$122.3K2026-10-13
Willow Creek Wealth Management Inc.
DECREASED268,071285,798-17,727-6%$10.5M$9.9M-$604.8K2026-10-26
SJS Investment Consulting Inc.
DECREASED258,145260,306-2,161-1%$9.6M$9.6M-$33.1K2026-10-26
SAX Wealth Advisors, LLC
DECREASED248,244290,463-42,219-15%$9.9M$9.2M-$677.0K2026-10-13
Park Avenue Securities LLC
INCREASED243,947235,909+8,038+3%$8.7M$9.0M+$340.0K2026-10-26
Cambridge Financial Group, LLC
INCREASED243,898243,861+37+0%$9.0M$9.0M+$1.4K2026-10-06
55 North Private Wealth, LLC
DECREASED228,975228,994-190%$8.4M$8.5M+$40.5K2026-10-20
Capstone Wealth Management, LLC
DECREASED228,670234,010-5,340-2%$8.6M$8.5M-$155.6K2026-11-02
Bayshore Asset Management, LLC
DECREASED222,044225,469-3,425-2%$8.3M$8.2M-$108.4K2026-11-03
True Blue Financial, LLC
DECREASED219,705239,116-19,411-8%$8.8M$8.1M-$675.6K2026-10-15
Lawood & Co
INCREASED219,432205,208+14,224+7%$7.6M$8.1M+$563.5K2026-10-09
Integrated Advisors Network LLC
INCREASED216,170213,723+2,447+1%$7.9M$8.0M+$129.1K2026-10-20
Visionary Wealth Advisors
DECREASED212,601270,812-58,211-21%$10.0M$7.9M-$2.1M2026-11-04
Cogent Private Wealth, Inc.
INCREASED210,408210,347+61+0%$7.7M$7.8M+$40.1K2026-11-06
Gould Asset Management LLC
INCREASED209,590200,582+9,008+4%$7.4M$7.8M+$369.6K2026-11-06
SC&H Financial Advisors, Inc.
DECREASED208,399229,431-21,032-9%$8.5M$7.7M-$737.3K2026-10-14
Entrust Financial LLC
DECREASED206,128208,280-2,152-1%$7.7M$7.6M-$42.2K2026-11-04
Peirce Capital Management, LLC
DECREASED205,586212,692-7,106-3%$7.8M$7.6M-$224.8K2026-10-19
Mission Wealth Management, LP
DECREASED201,291207,683-6,392-3%$7.7M$7.5M-$199.3K2026-10-15
Warwick Investment Management, Inc.
INCREASED201,267201,038+229+0%$7.4M$7.5M+$44.7K2026-10-19
Canopy Partners, LLC
INCREASED198,555193,362+5,193+3%$7.1M$7.4M+$227.0K2026-10-28
Hassell Wealth Management, LLC
DECREASED196,678200,249-3,571-2%$7.3M$7.3M-$16.1K2026-10-19
Foundry Financial LLC
INCREASED185,031138,162+46,869+34%$5.1M$6.8M+$1.8M2026-10-16
CGN Advisors LLC
DECREASED174,286177,941-3,655-2%$6.6M$6.5M-$103.3K2026-10-21
DiNuzzo Private Wealth, Inc.
DECREASED172,439179,273-6,834-4%$6.6M$6.4M-$220.7K2026-10-16
626 Financial, LLC
DECREASED172,433186,842-14,409-8%$6.9M$6.4M-$499.8K2026-11-04
Phillips Financial Management, LLC
DECREASED170,695175,893-5,198-3%$6.5M$6.3M-$160.8K2026-10-19
RS Crum Inc.
DECREASED170,252174,676-4,424-3%$6.4M$6.3M-$132.4K2026-10-19
Aerodigm Wealth, LLC
DECREASED169,835205,864-36,029-17%$7.6M$6.3M-$1.3M2026-10-16
GEM Asset Management, LLC
INCREASED165,736160,840+4,896+3%$5.9M$6.1M+$210.2K2026-10-13
AWM Capital, LLC
DECREASED164,198167,758-3,560-2%$6.2M$6.1M-$101.6K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED159,682164,248-4,566-3%$6.1M$5.9M-$139.5K2026-10-13
Avestar Capital, LLC
NEW159,015—+159,015——$5.9M—2026-10-28
First Financial Group Corp
INCREASED157,841146,922+10,919+7%$5.4M$5.8M+$430.7K2026-10-22
McGrath & Associates, Inc.
INCREASED156,556129,968+26,588+20%$4.8M$5.8M+$1.0M2026-10-27
Tillman Hartley LLC
DECREASED151,497151,543-460%$5.6M$5.6M+$25.6K2026-11-06
Wealth Architects, LLC
INCREASED150,154137,541+12,613+9%$5.1M$5.6M+$491.7K2026-11-03
RAM Investment Partners, LLC
DECREASED149,634150,533-899-1%$5.5M$5.5M-$6.2K2026-10-21
Gradient Capital Advisors, LLC
INCREASED148,327147,029+1,298+1%$5.4M$5.5M+$74.5K2026-10-21
Mather Group, Llc.
DECREASED140,165140,726-5610%$5.2M$5.2M+$4.6K2026-10-14
Belleair Asset Management, LLC
DECREASED138,288141,098-2,810-2%$5.2M$5.1M-$78.6K2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED136,458168,427-31,969-19%$6.2M$5.1M-$1.2M2026-10-13
EverSource Wealth Advisors, LLC
DECREASED135,496135,598-1020%$5.0M$5.0M+$20.6K2026-11-04
Kane Co Wealth Management, Inc.
DECREASED133,939137,045-3,106-2%$5.0M$5.0M-$90.3K2026-11-04
Earned Wealth Advisors, LLC
DECREASED133,898137,972-4,074-3%$5.1M$5.0M-$126.0K2026-11-06
WealthSpring Partners, LLC
DECREASED133,371159,662-26,291-16%$5.9M$4.9M-$944.5K2026-10-14
Concord Wealth Partners
DECREASED132,979178,307-45,328-25%$6.6M$4.9M-$1.6M2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED131,328132,737-1,409-1%$4.9M$4.9M-$28.3K2026-10-16
Florida Trust Wealth Management Co
INCREASED131,24082,815+48,425+58%$3.1M$4.9M+$1.8M2026-11-05
DWR Wealth Management, LLC
UNCHANGED122,118122,11800%$4.5M$4.6M+$76.9K2026-10-13
Versant Capital Management, Inc
INCREASED118,536117,944+592+1%$4.3M$4.4M+$43.1K2026-10-02
Summit Wealth Group, LLC
DECREASED118,378120,182-1,804-1%$4.4M$4.4M-$45.2K2026-11-09
SwitchPoint Financial Planning, LLC
UNCHANGED117,940117,94000%$4.3M$4.4M+$21.2K2026-11-02
Choreo, LLC
DECREASED115,536115,878-3420%$4.3M$4.3M+$8.2K2026-10-28
Harbor Group, Inc.
DECREASED113,953115,599-1,646-1%$4.3M$4.2M-$40.2K2026-10-14
TrustWell Financial Advisors, LLC
DECREASED113,834117,500-3,666-3%$4.3M$4.2M-$114.6K2026-10-15
Factor Wealth Management LTD
INCREASED113,546113,466+80+0%$4.2M$4.2M+$23.4K2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED112,76199,308+13,453+14%$3.7M$4.2M+$515.9K2026-11-05
XY Planning Network, Inc.
DECREASED111,577120,482-8,905-7%$4.4M$4.1M-$308.0K2026-10-14
Hutchinson Capital Management
DECREASED111,129111,936-807-1%$4.1M$4.1M-$9.7K2026-11-09
Cherry Tree Wealth Management, LLC
INCREASED109,871109,695+176+0%$4.0M$4.1M+$26.3K2026-10-15
Lantern Wealth Advisors, LLC
DECREASED107,185107,628-4430%$4.0M$4.0M+$3.0K2026-10-22
Arista Wealth Management, LLC
INCREASED101,61098,904+2,706+3%$3.6M$3.8M+$118.0K2026-10-29
Rockwood Wealth Management, LLC
UNCHANGED101,538101,53800%$3.7M$3.8M+$18.3K2026-10-27
RW Investment Management LLC
DECREASED100,451101,497-1,046-1%$3.7M$3.7M-$20.5K2026-11-03
Kingswood Wealth Advisors, LLC
UNCHANGED99,05499,05400%$3.6M$3.7M+$17.8K2026-10-23
Donalies Financial Planning, LLC
INCREASED95,94795,945+20%$3.5M$3.6M+$17.3K2026-10-19
Accurate Wealth Management, LLC
DECREASED94,47494,607-1330%$3.5M$3.5M+$3.6K2026-10-20
Western Wealth Management, LLC
INCREASED94,13393,980+153+0%$3.5M$3.5M+$22.6K2026-11-09
Perigon Wealth Management, LLC
INCREASED93,72690,537+3,189+4%$3.3M$3.5M+$134.3K2026-10-22
Heritage Wealth Management, Inc. s
DECREASED90,249110,663-20,414-18%$4.1M$3.3M-$735.8K2026-11-06
United Wealth Management, LLC
INCREASED89,13789,067+70+0%$3.3M$3.3M+$18.6K2026-10-30
Merited Wealth, LLC
DECREASED86,73889,930-3,192-4%$3.3M$3.2M-$102.0K2026-10-13
LifeSteps Financial, Inc.
DECREASED84,50487,356-2,852-3%$3.2M$3.1M-$89.9K2026-10-15
Northwest Wealth Management, LLC
DECREASED83,76084,467-707-1%$3.1M$3.1M-$11.0K2026-10-30
Squire Investment Management Company, LLC
DECREASED76,77977,218-439-1%$2.8M$2.8M-$2.3K2026-11-03
BCO Wealth Management LLC
DECREASED76,49778,921-2,424-3%$2.9M$2.8M-$75.5K2026-10-14
Opulen Financial Group LLC
INCREASED75,84957,772+18,077+31%$2.1M$2.8M+$679.6K2026-10-22
Cannon Financial Strategists, Inc.
DECREASED74,444109,286-34,842-32%$4.0M$2.8M-$1.3M2026-10-19
Apollon Financial, LLC
INCREASED74,07562,279+11,796+19%$2.3M$2.7M+$447.9K2026-10-23
Retirement Solution LLC
INCREASED73,79172,495+1,296+2%$2.7M$2.7M+$61.1K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED72,25773,584-1,327-2%$2.7M$2.7M-$35.9K2026-10-20
Outbound Financial Inc
INCREASED72,24367,602+4,641+7%$2.5M$2.7M+$184.0K2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED70,52572,231-1,706-2%$2.7M$2.6M-$50.2K2026-10-21
Quad-Cities Investment Group, LLC
DECREASED70,31570,340-250%$2.6M$2.6M+$11.7K2026-10-16
HMV Wealth Advisors, LLC
DECREASED69,12369,293-1700%$2.6M$2.6M+$6.2K2026-10-27
Cogent Strategic Wealth LLC
DECREASED69,06970,020-951-1%$2.6M$2.6M-$22.6K2026-10-22
Regions Financial Corp
UNCHANGED66,83966,83900%$2.5M$2.5M+$12.0K2026-11-05
Prudent Investor Advisors, LLC
NEW64,380—+64,380——$2.4M—2026-10-22
Alpha Financial Advisors, LLC
DECREASED62,48062,843-363-1%$2.3M$2.3M-$2.1K2026-11-09
LAM Group, Inc.
DECREASED61,99463,131-1,137-2%$2.3M$2.3M-$30.7K2026-10-26
Wealth Advisors Northwest LLC
INCREASED61,46861,439+29+0%$2.3M$2.3M+$12.1K2026-10-29
Liberty Capital Management, Inc.
UNCHANGED60,45760,45700%$2.2M$2.2M+$10.9K2026-11-02
RED Lighthouse Investment Management, LLC
UNCHANGED60,31860,31800%$2.2M$2.2M+$10.9K2026-11-02
Melfa Wealth Management, Inc.
DECREASED60,29160,685-394-1%$2.2M$2.2M-$3.7K2026-11-06
Financial Harvest, LLC
DECREASED59,38759,550-1630%$2.2M$2.2M+$4.7K2026-10-15
Astra Wealth Partners LLC
DECREASED58,51758,894-377-1%$2.2M$2.2M-$3.4K2026-11-06
New Dimensions Wealth Management, LLC
INCREASED57,60657,551+55+0%$2.1M$2.1M+$12.4K2026-11-02
Tandemgrowth Financial Advisors LLC
DECREASED56,89656,918-220%$2.1M$2.1M+$9.4K2026-11-05
Nuveen, LLC
INCREASED56,28042,765+13,515+32%$1.6M$2.1M+$522.1K2026-11-10
Total Clarity Wealth Management, Inc.
DECREASED53,21753,365-1480%$2.0M$2.0M+$4.1K2026-10-26
Sprinkle Financial Consultants LLC
INCREASED53,02449,294+3,730+8%$1.8M$2.0M+$147.0K2026-10-09
JDH Wealth Management, LLC
DECREASED52,65353,045-392-1%$2.0M$1.9M-$5.0K2026-10-20
Triad Wealth Partners, LLC
INCREASED51,26050,180+1,080+2%$1.8M$1.9M+$55.0K2026-10-26
Vannoy Advisory Group, Inc.
DECREASED50,03950,967-928-2%$1.9M$1.9M-$25.2K2026-10-13
Krilogy Financial LLC
INCREASED49,58946,003+3,586+8%$1.7M$1.8M+$136.1K2026-10-13
Axxcess Wealth Management, LLC
DECREASED49,527112,302-62,775-56%$4.1M$1.8M-$2.3M2026-10-21
Elevate Wealth Advisory, Inc
INCREASED49,43749,201+236+0%$1.8M$1.8M+$17.6K2026-10-29
IFG Advisors, LLC
INCREASED48,92748,904+23+0%$1.8M$1.8M+$9.7K2026-10-15
Cypress Point Wealth Management, LLC
DECREASED48,57848,622-440%$1.8M$1.8M+$7.1K2026-11-03
DeLarme Wealth Management, Inc.
INCREASED48,27947,056+1,223+3%$1.7M$1.8M+$53.7K2026-10-30
Fiduciary Financial Group, LLC
INCREASED47,71247,594+118+0%$1.8M$1.8M+$12.9K2026-10-13
Simplicity Wealth,LLC
DECREASED47,65248,386-734-2%$1.8M$1.8M-$18.5K2026-10-23
Brady Martz Wealth Solutions, LLC
UNCHANGED47,61447,61400%$1.8M$1.8M+$8.6K2026-11-05
Security Financial Services, Inc.
DECREASED46,63946,796-1570%$1.7M$1.7M+$2.6K2026-10-29
Poinciana Advisors Group, LLC
DECREASED46,08546,397-312-1%$2.2M$2.1M-$39.9K2026-11-06
Firethorn Wealth Partners, LLC
INCREASED45,35845,200+158+0%$1.7M$1.7M+$14.0K2026-10-14
Prudent Man Investment Management, Inc.
INCREASED44,31242,556+1,756+4%$1.4M$1.6M+$247.6K2026-11-03
IFP Advisors, Inc
DECREASED43,74544,564-819-2%$1.6M$1.6M-$22.3K2026-10-16
Private Advisory Group LLC
INCREASED43,41933,362+10,057+30%$1.2M$1.6M+$378.3K2026-11-06
Clarity Capital Advisors, LLC
DECREASED43,18543,936-751-2%$1.6M$1.6M-$19.9K2026-10-27
Investmark Advisory Group LLC
INCREASED42,17638,486+3,690+10%$1.4M$1.6M+$143.6K2026-10-27
Frankly Finances, LLC
INCREASED41,87835,487+6,391+18%$1.3M$1.6M+$243.0K2026-10-28
RF&L Wealth Management, LLC
DECREASED41,68642,216-530-1%$1.6M$1.5M-$12.0K2026-10-20
Spinnaker Investment Group, LLC
DECREASED41,45543,703-2,248-5%$1.6M$1.5M-$75.4K2026-10-13
Summit Wealth Group LLC / Co
DECREASED41,01041,932-922-2%$1.5M$1.5M-$26.6K2026-10-29
Heritage Wealth Management, Inc.
DECREASED40,71841,299-581-1%$1.5M$1.5M-$14.1K2026-10-27
Investment Planning Advisors, Inc.
INCREASED40,48040,252+228+1%$1.5M$1.5M+$15.7K2026-10-14
Diversified Trust Co
INCREASED40,04138,077+1,964+5%$1.4M$1.5M+$79.6K2026-11-06
Atlas Private Wealth Advisors
DECREASED39,98740,975-988-2%$1.5M$1.5M-$29.2K2026-10-23
Sage Rhino Capital LLC
UNCHANGED39,30739,30700%$1.4M$1.5M+$7.1K2026-10-28
Life Planning Partners, Inc
DECREASED39,25042,736-3,486-8%$1.6M$1.5M-$121.4K2026-10-28
Claro Advisors Inc.
NEW38,986—+38,986——$1.4M—2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED38,96538,96500%$1.4M$1.4M+$7.0K2026-11-06
Fiduciary Alliance LLC
INCREASED38,73038,494+236+1%$1.4M$1.4M+$15.7K2026-10-13
HBE Wealth Management, LLC
DECREASED38,70839,772-1,064-3%$1.5M$1.4M-$32.2K2026-11-06
Cutler Investment Counsel LLC
INCREASED37,76337,754+9+0%$1.4M$1.4M+$7.1K2026-10-28
TruNorth Capital Management, LLC
UNCHANGED37,36837,36800%$1.4M$1.4M+$6.7K2026-10-14
Concurrent Investment Advisors, LLC
UNCHANGED37,16337,16300%$1.4M$1.4M+$6.7K2026-10-16
Ascent Group, LLC
INCREASED36,21334,624+1,589+5%$1.3M$1.3M+$65.1K2026-10-30
Maseco LLP
INCREASED36,06132,724+3,337+10%$1.2M$1.3M+$131.9K2026-10-27
Intelligent Financial Strategies
UNCHANGED35,70535,70500%$1.3M$1.3M+$6.4K2026-10-16
Verus Capital Partners, LLC
INCREASED35,68935,535+154+0%$1.3M$1.3M+$12.1K2026-11-03
Tortoise Investment Management, LLC
UNCHANGED35,24335,24300%$1.3M$1.3M+$6.3K2026-11-06
Foundation Wealth Management, Llc\pa
INCREASED34,57134,565+6+0%$1.3M$1.3M+$6.4K2026-10-14
Montis Financial, LLC
INCREASED34,54034,536+4+0%$1.3M$1.3M+$6.4K2026-11-04
Clark Asset Management, LLC
INCREASED33,48831,138+2,350+8%$1.1M$1.2M+$92.6K2026-10-19
Midwest Trust Co
DECREASED33,39636,006-2,610-7%$1.3M$1.2M-$90.1K2026-10-22
Canandaigua National Trust Co of Florida
NEW33,092—+33,092——$1.2M—2026-10-07
Americana Partners, LLC
UNCHANGED32,82132,82100%$1.2M$1.2M+$5.9K2026-10-28
Arnold Financial Planning LLC
INCREASED32,61132,577+34+0%$1.2M$1.2M+$7.1K2026-10-20
AA Financial Advisors, LLC
NEW32,531—+32,531——$1.2M—2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED32,05032,832-782-2%$1.2M$1.2M-$23.0K2026-10-05
Aquire Wealth Advisors, LLC
DECREASED31,70235,808-4,106-11%$1.3M$1.2M-$145.6K2026-10-23
Voisard Asset Management Group, Inc.
DECREASED31,44133,779-2,338-7%$1.2M$1.2M-$80.5K2026-10-13
M Wealth Management, LLC
DECREASED30,66230,838-176-1%$1.1M$1.1M-$9642026-10-14
M&T Bank Corp
UNCHANGED29,95029,95000%$1.1M$1.1M+$5.4K2026-11-10
Integrity Alliance, Llc.
INCREASED29,94928,063+1,886+7%$1.0M$1.1M+$74.9K2026-10-29
Lynx Investment Advisory
INCREASED29,90129,898+3+0%$1.1M$1.1M+$5.5K2026-10-27
Strategent Financial, LLC
INCREASED29,88126,808+3,073+11%$987.6K$1.1M+$118.6K2026-10-30
Jacobi Capital Management LLC
INCREASED29,43629,332+104+0%$1.1M$1.1M+$9.1K2026-11-05
Independent Wealth Network Inc.
DECREASED28,30229,532-1,230-4%$1.1M$1.0M-$40.2K2026-10-19
Nicholas Hoffman & Company, Llc.
UNCHANGED28,26928,26900%$1.0M$1.0M+$5.1K2026-10-30
CFS Investment Advisory Services, LLC
UNCHANGED27,66427,66400%$1.0M$1.0M+$23.5K2026-10-19
Semitam Bonam LLC
INCREASED27,63222,668+4,964+22%$835.1K$1.0M+$187.9K2026-10-27
Jnba Financial Advisors
INCREASED27,4483,107+24,341+783%$114.5K$1.0M+$901.7K2026-11-03
Shakespeare Wealth Management, LLC
INCREASED27,05726,541+516+2%$977.8K$1.0M+$23.9K2026-10-28
Meredith Wealth Planning
INCREASED26,63326,476+157+1%$975.4K$986.0K+$10.6K2026-10-14
Highland Investment Advisors LLC
INCREASED26,48024,404+2,076+9%$899.1K$980.3K+$81.2K2026-11-09
Quadrant Private Wealth Management, LLC
UNCHANGED26,17826,17800%$964.4K$969.1K+$4.7K2026-11-04
Leading Edge Financial Planning LLC
DECREASED25,84626,472-626-2%$975.2K$956.8K-$18.4K2026-10-23
McCarley & Cook Financial Planners
DECREASED25,77525,822-470%$951.3K$954.2K+$2.9K2026-10-21
Whitener Capital Management, Inc.
INCREASED25,50820,715+4,793+23%$763.1K$944.3K+$181.2K2026-10-15
Bank of New York Mellon Corp
DECREASED25,41225,413-10%$936.2K$940.8K+$4.6K2026-11-05
Scratch Capital LLC
INCREASED25,37425,205+169+1%$928.6K$939.3K+$10.8K2026-11-02
Market Street Wealth Management Advisors LLC
DECREASED25,29537,777-12,482-33%$1.4M$936.4K-$455.3K2026-10-09
Partners in Financial Planning
INCREASED25,22725,113+114+0%$925.2K$933.9K+$8.7K2026-11-06
Wharton Business Group, LLC
UNCHANGED25,09025,09000%$924.3K$928.8K+$4.5K2026-11-09
SteelPeak Wealth, LLC
DECREASED25,06925,604-535-2%$943.3K$928.1K-$15.2K2026-10-16
Vise Technologies, Inc.
INCREASED25,00718,835+6,172+33%$693.9K$925.8K+$231.9K2026-10-29
Fifth Third Securities, Inc.
NEW24,989—+24,989——$925.1K—2026-10-21
May Hill Capital, LLC
INCREASED24,55024,406+144+1%$899.1K$908.8K+$9.7K2026-11-03
Brewster Financial Planning LLC
UNCHANGED24,53724,53700%$903.9K$908.4K+$4.4K2026-10-13
Midwest Heritage Bank, FSB
INCREASED24,25524,252+3+0%$893.4K$897.9K+$4.5K2026-10-26
Waterfront Wealth Inc.
UNCHANGED24,20624,20600%$893.4K$885.6K-$7.9K2026-11-03
Harbor Investment Advisory, LLC
NEW24,201—+24,201——$895.9K—2026-10-13
Keybank National Association
UNCHANGED23,89523,89500%$880.3K$884.6K+$4.3K2026-11-04
Rise Advisors, LLC
INCREASED23,62823,489+139+1%$865.4K$874.7K+$9.4K2026-10-16
Everest Financial Group LLC
DECREASED23,22824,052-824-3%$886.1K$859.9K-$26.2K2026-11-06
Certified Advisory Corp
INCREASED22,83221,175+1,657+8%$780.1K$845.2K+$65.2K2026-10-29
HBK Sorce Advisory LLC
DECREASED22,24122,737-496-2%$852.2K$778.7K-$73.5K2026-11-06
Inscription Capital, LLC
UNCHANGED22,13622,13600%$815.5K$819.5K+$4.0K2026-11-02
Cascade Wealth Advisors, Inc
INCREASED22,12422,003+121+1%$832.8K$775.2K-$57.6K2026-11-09
Selective Wealth Management, Inc.
INCREASED21,54114,527+7,014+48%$524.0K$789.5K+$265.5K2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED21,53421,095+439+2%$771.0K$786.8K+$15.8K2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED21,43421,164+270+1%$779.7K$793.5K+$13.8K2026-10-27
DecisionPoint Financial, LLC
INCREASED20,91720,707+210+1%$755.8K$770.1K+$14.3K2026-10-27
Asset Advisory Group, Inc.
INCREASED20,81620,756+60+0%$764.6K$770.6K+$5.9K2026-10-20
waypoint wealth counsel
INCREASED19,77618,989+787+4%$699.6K$732.1K+$32.5K2026-10-22
Kaufman Rossin Wealth, LLC
UNCHANGED19,30119,30100%$707.2K$714.5K+$7.3K2026-10-19
Seamount Financial Group Inc
NEW19,230—+19,230——$711.9K—2026-10-21
Stewardship Advisors, LLC
INCREASED19,21018,655+555+3%$687.3K$711.2K+$23.9K2026-10-20
Boyce & Associates Wealth Consulting, Inc.
INCREASED19,12419,067+57+0%$702.4K$708.0K+$5.5K2026-10-14
Northwest Wealth Advisors, LLC
DECREASED18,95419,647-693-4%$723.8K$701.7K-$22.1K2026-11-02
Avantax Planning Partners, Inc.
DECREASED18,43418,564-130-1%$683.9K$682.4K-$1.5K2026-11-03
Holcombe Financial, Inc.
DECREASED18,30118,944-643-3%$697.9K$677.5K-$20.4K2026-10-16
Signaturefd, LLC
INCREASED18,11417,366+748+4%$639.7K$670.6K+$30.8K2026-10-23
Diversify Wealth Management, LLC
INCREASED17,91817,511+407+2%$635.0K$656.7K+$21.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED17,91817,511+407+2%$635.0K$656.7K+$21.7K2026-10-20
US Bancorp \de\
UNCHANGED17,77817,77800%$654.9K$658.1K+$3.2K2026-11-05
Briggs Wealth Management, Inc
INCREASED17,59213,657+3,935+29%$503.1K$651.3K+$148.1K2026-10-26
Ares Financial Consulting, LLC
INCREASED16,66816,570+98+1%$610.4K$617.0K+$6.6K2026-10-19
Two West Capital Advisors LLC
INCREASED16,59216,497+95+1%$592.7K$618.4K+$25.6K2026-10-15
Maia Wealth LLC
UNCHANGED16,31116,31100%$600.9K$603.8K+$2.9K2026-10-19
KOM Wealth Management Group, LLC
DECREASED16,31016,514-204-1%$608.4K$603.8K-$4.6K2026-10-15
Facet Wealth, Inc.
DECREASED16,18916,637-448-3%$612.9K$599.3K-$13.6K2026-11-04
Verus Financial Partners, Inc.
DECREASED16,14916,277-128-1%$599.6K$597.8K-$1.8K2026-10-29
Ferguson Johnson Wealth Management Inc
DECREASED16,12216,142-200%$594.0K$596.9K+$2.9K2026-11-05
Valley Forge Investment Consultants Inc ADV
UNCHANGED16,08616,08600%$592.6K$595.5K+$2.9K2026-11-03
LJI Wealth Management, LLC
DECREASED15,97618,010-2,034-11%$663.5K$591.4K-$72.1K2026-10-28
Syverson Strege & Co
UNCHANGED15,75915,75900%$580.6K$583.4K+$2.8K2026-11-02
SageOak Financial, LLC
INCREASED15,54215,406+136+1%$567.6K$575.4K+$7.8K2026-10-19
Citizens Financial Group Inc
UNCHANGED15,47115,47100%$570.0K$572.7K+$2.8K2026-10-23
Oath Planning, LLC
DECREASED15,25915,377-118-1%$566.5K$564.9K-$1.6K2026-10-20
Bessemer Group Inc
UNCHANGED15,21915,21900%$561.0K$563.0K+$2.0K2026-11-09
Prime Capital Investment Advisors, LLC
DECREASED15,13416,271-1,137-7%$599.4K$560.3K-$39.2K2026-10-20
Tennessee Valley Asset Management Partners
UNCHANGED15,05115,05100%$554.5K$557.2K+$2.7K2026-11-03
Websterrogers Financial Advisors, LLC
DECREASED14,78814,945-157-1%$550.6K$547.5K-$3.1K2026-11-02
Signal Advisors Wealth, LLC
DECREASED14,74014,906-166-1%$549.1K$545.7K-$3.4K2026-10-13
Navigate Wealth Management, LLC
INCREASED14,63914,433+206+1%$520.6K$542.8K+$22.2K2026-10-14
Renasant Bank
DECREASED14,60515,353-748-5%$565.6K$540.7K-$24.9K2026-11-05
Well Done, LLC
DECREASED14,57518,814-4,239-23%$693.1K$539.6K-$153.5K2026-10-20
Level Wealth Management LLC
INCREASED14,48414,459+25+0%$532.7K$536.2K+$3.5K2026-10-23
Probity Advisors, Inc.
UNCHANGED14,36414,36400%$529.2K$531.8K+$2.6K2026-10-23
Wedmont Private Capital
UNCHANGED14,22514,22500%$525.1K$523.5K-$1.6K2026-10-09
PFG Advisors
INCREASED14,17712,315+1,862+15%$453.7K$524.8K+$71.1K2026-10-16
Signature Resources Capital Management, LLC
UNCHANGED14,17214,17200%$522.1K$524.6K+$2.6K2026-10-16
Approach Retirement Advisors, LLC
DECREASED13,77114,166-395-3%$521.9K$509.8K-$12.1K2026-10-22
RVW Wealth, LLC
UNCHANGED13,72913,72900%$505.8K$508.3K+$2.5K2026-10-06
Vilga Financial Planning LLC
UNCHANGED13,40413,40400%$493.8K$496.2K+$2.4K2026-10-09
Clifford Swan Investment Counsel LLC
UNCHANGED13,39013,39000%$493.3K$495.7K+$2.4K2026-11-05
Powerhouse Assets LLC
INCREASED13,16913,154+15+0%$484.6K$487.5K+$2.9K2026-10-19
Pandowealth. LLC
DECREASED12,93413,429-495-4%$494.7K$453.2K-$41.5K2026-11-09
25 LLC
UNCHANGED12,90412,90400%$475.4K$477.7K+$2.3K2026-10-13
Huntleigh Advisors, Inc.
UNCHANGED12,85912,85900%$473.7K$476.0K+$2.3K2026-11-03
Parkside Financial Bank & Trust
DECREASED12,62514,770-2,145-15%$544.1K$467.4K-$76.7K2026-10-27
Bank of Montreal
INCREASED12,5703,461+9,109+263%$127.5K$465.3K+$337.8K2026-11-09
Motco
UNCHANGED12,37212,37200%$455.8K$458.0K+$2.2K2026-11-09
Jessup Wealth Management, Inc
UNCHANGED12,32412,32400%$454.0K$456.2K+$2.2K2026-10-20
Obermeyer Wealth Partners
UNCHANGED12,28512,28500%$452.6K$454.8K+$2.2K2026-10-21
MGO One Seven LLC
INCREASED12,20311,926+277+2%$439.3K$451.8K+$12.4K2026-10-28
Sage Mountain Advisors LLC
UNCHANGED12,18912,18900%$449.0K$451.2K+$2.2K2026-11-02
Falcon Wealth Planning
UNCHANGED12,17812,17800%$448.6K$450.8K+$2.2K2026-11-06
Burk Holdings LLC
INCREASED12,10012,090+10+0%$445.4K$447.9K+$2.5K2026-11-05
Tableaux LLC
INCREASED11,90811,907+1+0%$438.6K$440.8K+$2.2K2026-10-23
Prospera Financial Services Inc
NEW11,744—+11,744——$420.7K—2026-11-04
Clearstead Advisors, LLC
INCREASED11,5739,257+2,316+25%$341.0K$428.4K+$87.4K2026-11-06
Joel Adams & Associates, Inc.
INCREASED11,47411,407+67+1%$420.2K$424.8K+$4.5K2026-11-02
AlphaStar Capital Management, LLC
UNCHANGED11,30511,30500%$416.5K$418.5K+$2.0K2026-10-16
Advisor OS, LLC
DECREASED10,74810,935-187-2%$402.8K$397.9K-$4.9K2026-11-03
Kelly Financial Group LLC
INCREASED10,72810,154+574+6%$374.1K$397.2K+$23.1K2026-10-16
Gemmer Asset Management LLC
DECREASED10,70910,895-186-2%$401.4K$396.5K-$4.9K2026-10-16
Shotwell Rutter Baer Inc
DECREASED10,55610,864-308-3%$400.2K$390.8K-$9.4K2026-10-14
Oak Wealth Advisors LLC
INCREASED10,45610,417+39+0%$383.8K$387.1K+$3.3K2026-11-09
Sage Financial Group Inc
UNCHANGED10,26310,26300%$378.1K$379.9K+$1.8K2026-10-27
Tranquility Partners, LLC
NEW10,167—+10,167——$377.1K—2026-10-20
Rossby Financial, LCC
INCREASED10,1038,872+1,231+14%$326.8K$374.0K+$47.2K2026-11-05
Sensenig Capital Advisors, Inc
UNCHANGED10,05010,05000%$370.2K$372.1K+$1.8K2026-10-23
Clayton Financial Group LLC
UNCHANGED10,03510,03500%$369.7K$371.5K+$1.8K2026-10-13
HUB Investment Partners, LLC
UNCHANGED9,9889,98800%$367.9K$369.7K+$1.8K2026-11-03
Essential Planning, Llc.
INCREASED9,8369,803+33+0%$361.1K$364.1K+$3.0K2026-10-21
Grey Fox Wealth Advisors, LLC
NEW9,787—+9,787——$362.3K—2026-11-03
Sheets Smith Wealth Management
UNCHANGED9,7179,71700%$358.0K$359.7K+$1.7K2026-10-16
Root Financial Partners, LLC
DECREASED9,52112,493-2,972-24%$460.2K$352.5K-$107.8K2026-10-21
Hantz Financial Services, Inc.
UNCHANGED9,4479,44700%$348.0K$350.0K+$2.0K2026-11-09
Lido Advisors, LLC
INCREASED9,3989,310+88+1%$343.0K$347.9K+$4.9K2026-11-04
Physician Wealth Solutions Inc.
DECREASED9,38016,734-7,354-44%$616.5K$347.2K-$269.2K2026-10-14
Brookstone Capital Management
UNCHANGED9,3019,30100%$342.6K$344.3K+$1.7K2026-10-22
Ritholtz Wealth Management
DECREASED9,2469,313-67-1%$343.1K$342.3K-$8042026-11-05
Samalin Investment Counsel, LLC
INCREASED9,2048,863+341+4%$326.5K$340.7K+$14.2K2026-10-23
AdvisorNet Financial, Inc
INCREASED9,2017,154+2,047+29%$263.5K$336.6K+$73.0K2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED9,0419,023+18+0%$332.4K$334.7K+$2.3K2026-11-02
BWM Planning, LLC
INCREASED8,7518,699+52+1%$320.5K$324.0K+$3.5K2026-11-09
Diversified Enterprises, LLC
NEW8,728—+8,728——$323.1K—2026-10-19
Coldstream Capital Management Inc
INCREASED8,6698,222+447+5%$302.9K$320.9K+$18.0K2026-11-09
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED8,6128,609+3+0%$317.2K$318.8K+$1.7K2026-10-29
MB Generational Wealth, LLC
INCREASED8,5758,490+85+1%$312.8K$317.4K+$4.7K2026-11-09
Geneos Wealth Management Inc.
INCREASED8,5462,269+6,277+277%$83.6K$316.4K+$232.8K2026-11-09
Sound Income Strategies, LLC
UNCHANGED8,3848,38400%$308.9K$308.5K-$3362026-10-09
USAdvisors Wealth Management, LLC
DECREASED8,2388,730-492-6%$321.0K$304.0K-$17.0K2026-10-21
August Group Capital Ltd
NEW8,175—+8,175——$302.6K—2026-10-14
Trust Point Inc.
UNCHANGED8,1068,10600%$298.6K$300.1K+$1.5K2026-10-27
Private Trust Co NA
DECREASED7,9838,587-604-7%$316.3K$295.5K-$20.8K2026-10-20
Oakwell Private Wealth Management, LLC
UNCHANGED7,9817,98100%$294.0K$295.5K+$1.4K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED7,9067,90600%$291.3K$292.7K+$1.4K2026-10-27
Pine Valley Investments Ltd Liability Co
UNCHANGED7,8757,87500%$290.1K$291.5K+$1.4K2026-11-09
Bokf, NA
UNCHANGED7,7027,70200%$283.7K$285.1K+$1.4K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED7,5647,543+21+0%$277.9K$280.0K+$2.2K2026-10-08
Canvas Wealth Advisors, LLC
UNCHANGED7,5437,54300%$277.9K$274.5K-$3.4K2026-11-02
Legacy Private Trust Co.
NEW7,501—+7,501——$277.7K—2026-10-06
Harbour Investments, Inc.
UNCHANGED7,4417,44100%$274.1K$275.5K+$1.3K2026-11-09
Cedar Point Capital Partners, LLC
UNCHANGED7,4207,42000%$273.4K$274.7K+$1.3K2026-10-29
Milestone Asset Management Group, LLC
DECREASED7,3527,360-80%$271.2K$272.2K+$1.0K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED7,2637,091+172+2%$261.2K$268.9K+$7.6K2026-11-05
NorthAvenue LLC
DECREASED7,1839,687-2,504-26%$356.9K$265.9K-$91.0K2026-10-29
rebel Financial LLC
INCREASED7,0987,056+42+1%$260.0K$262.8K+$2.8K2026-11-04
Cadent Capital Advisors, LLC
UNCHANGED6,9646,96400%$256.6K$257.8K+$1.3K2026-10-09
Arbor Wealth Advisors LLC
DECREASED6,9477,267-320-4%$267.7K$257.2K-$10.5K2026-10-09
Perennial Advisors, LLC
UNCHANGED6,9316,93100%$255.3K$256.6K+$1.2K2026-10-13
RHS Financial, LLC
UNCHANGED6,8916,89100%$253.9K$255.1K+$1.2K2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW6,863—+6,863——$254.1K—2026-10-28
Wealthcare Advisory Partners LLC
DECREASED6,7486,948-200-3%$256.0K$249.8K-$6.2K2026-10-21
Optima Capital LLC
DECREASED6,7358,252-1,517-18%$304.0K$249.3K-$54.7K2026-10-29
Affinity Capital Advisors, LLC
DECREASED6,6547,732-1,078-14%$287.8K$246.7K-$41.1K2026-10-13
Moors & Cabot, Inc.
INCREASED6,6535,828+825+14%$214.7K$246.3K+$31.6K2026-11-06
Abacus Wealth Partners, LLC
DECREASED6,4926,721-229-3%$247.6K$240.3K-$7.3K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED6,4616,474-130%$238.5K$239.2K+$7162026-10-13
Compound Planning, Inc.
DECREASED6,1106,360-250-4%$234.3K$226.2K-$8.1K2026-11-09
Connecticut Wealth Management, LLC
UNCHANGED6,1036,10300%$224.8K$225.9K+$1.1K2026-10-13
Orin Green Financial, LLC
UNCHANGED6,0876,08700%$224.2K$225.3K+$1.1K2026-10-19
Cooper S Advisors, LLC
UNCHANGED6,0756,07500%$223.8K$224.9K+$1.1K2026-11-03
City State Bank
UNCHANGED6,0006,00000%$221.0K$222.1K+$1.1K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED5,9335,93300%$218.6K$219.6K+$1.1K2026-10-16
Founders Financial Securities LLC
NEW5,890—+5,890——$218.0K—2026-10-28
Staley Capital Advisers Inc
NEW5,876—+5,876——$217.5K—2026-11-06
True Wealth Design, LLC
UNCHANGED5,8745,87400%$216.4K$217.5K+$1.1K2026-10-13
Sapient Capital LLC
NEW5,816—+5,816——$215.3K—2026-10-08
American Capital Advisory, LLC
UNCHANGED5,7895,78900%$213.3K$214.3K+$1.0K2026-10-28
Elevation Wealth Partners, LLC
INCREASED5,7375,710+27+0%$210.4K$212.4K+$2.0K2026-10-07
Csenge Advisory Group
NEW5,719—+5,719——$211.7K—2026-11-04
Venture Visionary Partners LLC
NEW5,716—+5,716——$211.6K—2026-10-07
Glass Jacobson Investment Advisors llc
INCREASED5,6675,658+9+0%$208.5K$209.8K+$1.3K2026-10-26
Wescott Financial Advisory Group, LLC
DECREASED5,6665,771-105-2%$212.6K$209.7K-$2.8K2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED5,6665,680-140%$209.3K$209.8K+$5242026-11-03
Sowell Financial Services LLC
INCREASED5,6485,628+20+0%$207.3K$209.1K+$1.8K2026-10-23
Rodgers & Associates, LTD
UNCHANGED5,6365,63600%$207.6K$208.6K+$1.0K2026-10-20
Ascent Wealth Partners, LLC
NEW5,635—+5,635——$208.6K—2026-10-23
Bdfs Capital LLC
UNCHANGED5,5745,57400%$205.3K$206.3K+$1.0K2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED5,5525,55200%$204.5K$205.5K+$9992026-10-26
Grove Street Fiduciary, LLC
UNCHANGED5,5095,50900%$203.0K$203.9K+$9912026-10-13
Kestra Investment Management, LLC
NEW5,454—+5,454——$201.9K—2026-11-04
Seaside Wealth Management, Inc.
NEW5,407—+5,407——$200.2K—2026-11-09
Oakworth Capital, Inc.
UNCHANGED5,2955,29500%$195.1K$196.0K+$9532026-10-26
Investors Research Corp
UNCHANGED4,9114,91100%$180.9K$181.8K+$8842026-10-07
Cullen T Bankers, Inc.
NEW4,872—+4,872——$180.4K—2026-10-28
Washington Trust Advisors, Inc.
INCREASED4,3814,374+7+0%$161.1K$162.2K+$1.0K2026-10-22
Coston, McIsaac & Partners
INCREASED4,1914,172+19+0%$153.0K$155.2K+$2.2K2026-11-06
Golden State Wealth Management, LLC
UNCHANGED3,8833,88300%$143.1K$143.8K+$6992026-11-02
Parallel Advisors, LLC
UNCHANGED3,6403,64000%$134.1K$134.8K+$6552026-11-03
Kings Path Partners LLC
DECREASED3,4963,916-420-11%$144.3K$129.4K-$14.8K2026-10-21
Navigoe, LLC
UNCHANGED3,1443,14400%$115.0K$116.0K+$1.0K2026-11-04
NBT Bank, N.A.
DECREASED2,7265,539-2,813-51%$204.1K$100.9K-$103.1K2026-10-21
Financial Consulate, Inc
UNCHANGED2,4132,41300%$88.9K$89.3K+$4352026-10-23
Ascentis Independent Advisors
NEW2,389—+2,389——$88.4K—2026-11-03
Align Financial, LLC
UNCHANGED2,0772,07700%$76.5K$76.9K+$3742026-10-16
Harbor Asset Planning, Inc.
INCREASED1,9721,960+12+1%$72.2K$73.0K+$7812026-10-23
CX Institutional
DECREASED1,7271,856-129-7%$68$64.0K+$63.9K2026-10-02
KFG LLC
NEW1,661—+1,661——$61.5K—2026-11-02
Olistico Wealth, LLC
INCREASED1,5951,580+15+1%$58.2K$59.0K+$8402026-10-05
Owl Creek Wealth Partners LLC
INCREASED1,5741,565+9+1%$57.6K$58.3K+$6252026-10-20
Provenance Wealth Advisors, LLC
NEW1,468—+1,468——$54.3K—2026-10-30
Southern Michigan Bank & Trust
UNCHANGED1,3011,30100%$47.9K$48.2K+$2342026-10-19
Key FInancial Inc
UNCHANGED1,2251,22500%$45.1K$45.4K+$2212026-11-02
Pillar Financial Advisors, LLC
INCREASED1,1501,146+4+0%$42.2K$42.6K+$3412026-10-21
Trust Co of Vermont
UNCHANGED1,1321,13200%$41.7K$41.9K+$2042026-10-21
CoreCap Advisors, LLC
UNCHANGED91791700%$33.8K$33.9K+$1652026-10-08
Private Wealth Management Group, LLC
UNCHANGED88488400%$32.6K$32.7K+$1592026-10-19
AlphaCore Capital LLC
UNCHANGED83483400%$30.7K$30.9K+$1502026-11-04
Silver Grove Financial Group, Inc.
NEW752—+752——$27.8K—2026-11-05
Tradewinds Capital Management, LLC
INCREASED644640+4+1%$23.6K$23.8K+$2562026-10-23
Winch Advisory Services, LLC
INCREASED608604+4+1%$22.3K$22.5K+$2422026-11-06
Thompson Investment Management, Inc.
UNCHANGED55755700%$20.5K$20.6K+$1002026-10-14
Birchwood Financial Partners, Inc.
INCREASED523520+3+1%$19.2K$19.4K+$2082026-11-02
Downshift Financial, LLC
UNCHANGED48648600%$17.9K$18.0K+$882026-10-13
Vermillion Wealth Management, Inc.
DECREASED4853,948-3,463-88%$145.4K$18.0K-$127.5K2026-10-26
Creative Financial Designs Inc
UNCHANGED39339300%$14.5K$14.5K+$712026-11-04
Foresight Capital Management Advisors, Inc.
NEW368—+368——$13.6K—2026-10-27
Hughes Financial Services, LLC
UNCHANGED33133100%$12.2K$12.0K-$1492026-10-30
First Bancorp, Inc
DECREASED303385-82-21%$14.2K$11.2K-$3.0K2026-10-26
Evolution Wealth Management Inc.
UNCHANGED28228200%$10.4K$10.4K+$512026-10-28
Dynamic Wealth Strategies, LLC
UNCHANGED24824800%$9.1K$9.2K+$452026-10-16
Capital Investment Advisory Services, LLC
INCREASED243213+30+14%$7.8K$9.1K+$1.2K2026-10-30
Wilkerson Advisory Group LLC
INCREASED174173+1+1%$6.4K$6.5K+$692026-10-20
Central Trust Co
DECREASED120159-39-25%$5.9K$4.4K-$1.4K2026-11-05
Gables Capital Management Inc.
UNCHANGED434300%$1.6K$1.6K+$82026-11-04
Atria Investments, Inc
CLOSED0145,877-145,877-100%$5.4M$0-$5.4M2026-10-15
M Holdings Securities, Inc.
CLOSED086,460-86,460-100%$3.2K$0-$3.2K2026-11-03
Freedom Investment Management, Inc.
CLOSED024,387-24,387-100%$898.4K$0-$898.4K2026-11-09
Five Oceans Advisors
CLOSED019,000-19,000-100%$700.0K$0-$700.0K2026-10-22
Certuity, LLC
CLOSED011,463-11,463-100%$422.3K$0-$422.3K2026-11-02
Wesbanco Bank Inc
CLOSED09,111-9,111-100%$335.6K$0-$335.6K2026-11-04
Blue Fin Capital, Inc.
CLOSED06,760-6,760-100%$249.0K$0-$249.0K2026-10-28
Sigma Planning Corp
CLOSED06,503-6,503-100%$239.6K$0-$239.6K2026-10-23
First Citizens Bank & Trust Co
CLOSED06,248-6,248-100%$230.2K$0-$230.2K2026-10-14
Davidson Trust Co
CLOSED05,490-5,490-100%$202.2K$0-$202.2K2026-10-09
Heritage Wealth Advisors
CLOSED02,517-2,517-100%$92.7K$0-$92.7K2026-11-09
Nemes Rush Group LLC
CLOSED01,459-1,459-100%$53.8K$0-$53.8K2026-11-04
Pinnacle Wealth Planning Services, Inc.
CLOSED01,353-1,353-100%$49.8K$0-$49.8K2026-10-27
Institute for Wealth Management, Llc.
CLOSED01,279-1,279-100%$47.1K$0-$47.1K2026-11-06
Go Invest LLC
CLOSED0727-727-100%$26.8K$0-$26.8K2026-10-09
Spire Wealth Management
CLOSED0294-294-100%$10.8K$0-$10.8K2026-10-30
Tsfg, LLC
CLOSED0266-266-100%$10$0-$102026-10-23
Simplex Trading, LLC
CLOSED089-89-100%$3.3K$0-$3.3K2026-11-04
Focus Partners Wealth
N/A—10,393,265-10,393,265-100%$382.9M———
Geometric Wealth Advisors
N/A—7,779,410-7,779,410-100%$286.6M———
Envestnet Asset Management Inc
N/A—6,693,905-6,693,905-100%$246.6M———
Glenmede Trust Co NA
N/A—5,222,632-5,222,632-100%$192.4M———
Royal Bank of Canada
N/A—3,862,746-3,862,746-100%$142.3M———
Focus Partners Advisor Solutions, LLC
N/A—3,488,957-3,488,957-100%$128.5M———
Bank of America Corp
N/A—3,205,258-3,205,258-100%$118.1M———
UBS Group AG
N/A—2,703,859-2,703,859-100%$99.6M———
Raymond James Financial Inc
N/A—2,626,969-2,626,969-100%$96.8M———
Pathstone Holdings, LLC
N/A—2,462,672-2,462,672-100%$90.7M———
Planning Center, Inc.
N/A—2,391,457-2,391,457-100%$88.1M———
GeoWealth Management, LLC
N/A—2,311,945-2,311,945-100%$85.2M———
Captrust Financial Advisors
N/A—2,231,887-2,231,887-100%$82.2M———
Jane Street Group, LLC
N/A—2,214,709-2,214,709-100%$81.6M———
Tumwater Wealth Management, LLC
N/A—2,158,889-2,158,889-100%$79.5M———
Capstone Financial Advisors, Inc.
N/A—2,043,404-2,043,404-100%$75.3M———
Glassman Wealth Services
N/A—2,007,568-2,007,568-100%$74.0M———
LRI Investments, LLC
N/A—1,783,165-1,783,165-100%$65.7M———
Mars Jewett Financial Group, Inc.
N/A—1,626,249-1,626,249-100%$59.9M———
JPMorgan Chase & Co
N/A—1,585,523-1,585,523-100%$58.1M———
HFM Investment Advisors, LLC
N/A—1,534,860-1,534,860-100%$56.5M———
Jackson Thornton Wealth Management, LLC
N/A—1,410,622-1,410,622-100%$52.0M———
Mercer Global Advisors Inc
N/A—1,215,877-1,215,877-100%$44.8M———
Financial Engines Advisors L.L.C.
N/A—1,211,224-1,211,224-100%$44.6M———
Cetera Investment Advisers
N/A—1,153,522-1,153,522-100%$42.5M———
Vance Wealth, LLC
N/A—1,112,424-1,112,424-100%$41.0M———
Cahill Financial Advisors Inc
N/A—1,067,151-1,067,151-100%$39.3M———
OneDigital Investment Advisors LLC
N/A—891,121-891,121-100%$32.8M———
Mariner, LLC
N/A—782,836-782,836-100%$28.8M———
Private Advisor Group, LLC
N/A—771,681-771,681-100%$28.4M———
Financial Plan, Inc.
N/A—718,310-718,310-100%$26.5M———
Glassy Mountain Advisors, Inc.
N/A—700,494-700,494-100%$25.8M———
Beacon Pointe Advisors, LLC
N/A—603,863-603,863-100%$22.2M———
Sequoia Financial Advisors, LLC
N/A—598,384-598,384-100%$22.0M———
HTG Investment Advisors, Inc.
N/A—595,793-595,793-100%$21.9M———
Conquis Financial LLC
N/A—595,284-595,284-100%$21.9M———
von Borstel & Associates, Inc.
N/A—523,407-523,407-100%$19.3M———
Strategic Investment Solutions, Inc.
N/A—519,033-519,033-100%$19.1M———
EP Wealth Advisors, LLC
N/A—470,989-470,989-100%$17.4M———
Ruedi Wealth Management, Inc.
N/A—465,556-465,556-100%$17.2M———
FMB Wealth Management
N/A—464,628-464,628-100%$17.1M———
AQR Capital Management LLC
N/A—463,297-463,297-100%$17.1M———
Osaic Holdings, Inc.
N/A—460,156-460,156-100%$17.0M———
Equitable Holdings, Inc.
N/A—438,431-438,431-100%$16.2M———
Jones Financial Companies Lllp
N/A—387,541-387,541-100%$14.1M———
Betterment LLC
N/A—381,067-381,067-100%$14.0M———
Pure Financial Advisors, LLC
N/A—372,636-372,636-100%$13.7M———
Truepoint, Inc.
N/A—366,264-366,264-100%$13.5M———
Prosperity Bancshares Inc
N/A—362,804-362,804-100%$13.4M———
TRB Wealth Management, LLC
N/A—334,635-334,635-100%$12.3M———
Integrated Wealth Concepts LLC
N/A—333,970-333,970-100%$12.3M———
Eldridge Investment Advisors, Inc.
N/A—318,920-318,920-100%$11.7M———
Foundations Investment Advisors, LLC
N/A—316,004-316,004-100%$11.6M———
Annandale Capital, LLC
N/A—305,764-305,764-100%$11.3M———
Tranquilli Financial Advisor LLC
N/A—298,082-298,082-100%$11.0M———
American Investment Services, Inc.
N/A—247,021-247,021-100%$9.1M———
Cloud Capital Management, LLC
N/A—243,478-243,478-100%$9.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—231,888-231,888-100%$8.5M———
Wealthspire Advisors, LLC
N/A—221,331-221,331-100%$8.2M———
Aspen Capital Management, LLC
N/A—201,329-201,329-100%$7.4M———
Vantage Point Financial LLC
N/A—198,360-198,360-100%$7.3M———
Morgan Stanley
N/A—187,127-187,127-100%$6.9M———
Investment Advisory Group, LLC
N/A—174,934-174,934-100%$6.4M———
Dopkins Wealth Management, LLC
N/A—158,187-158,187-100%$5.8M———
Cornerstone Financial Group, LLC
N/A—154,037-154,037-100%$5.7M———
Smartleaf Asset Management LLC
N/A—153,090-153,090-100%$5.6M———
MML Investors Services, LLC
N/A—150,973-150,973-100%$5.6M———
Northwestern Mutual Wealth Management Co
N/A—150,924-150,924-100%$5.6M———
Quantinno Capital Management LP
N/A—147,255-147,255-100%$5.4M———
NewEdge Advisors, LLC
N/A—147,107-147,107-100%$5.4M———
RBF Capital, LLC
N/A—140,000-140,000-100%$5.2M———
Platform Wealth Management, LLC
N/A—137,892-137,892-100%$5.1M———
Ballentine Partners, LLC
N/A—132,388-132,388-100%$4.9M———
Arkadios Wealth Advisors
N/A—129,078-129,078-100%$4.8M———
Capstone Wealth Management, Inc.
N/A—122,053-122,053-100%$4.5M———
Magnolia Capital Advisors LLC
N/A—119,200-119,200-100%$4.4M———
Stifel Financial Corp
N/A—117,665-117,665-100%$4.3M———
Family Manage LLC
N/A—116,946-116,946-100%$4.3M———
Cerity Partners LLC
N/A—114,714-114,714-100%$4.2M———
WPWealth LLP
N/A—113,602-113,602-100%$4.2M———
Evernest Financial Advisors, LLC
N/A—109,109-109,109-100%$4.0M———
McCartney Wealth Management LLC
N/A—108,197-108,197-100%$4.0M———
KEB Asset Management, LLC
N/A—108,084-108,084-100%$4.0M———
Commerce Bank
N/A—102,565-102,565-100%$3.8M———
MAI Capital Management
N/A—101,701-101,701-100%$3.7M———
Rather & Kittrell, Inc.
N/A—100,761-100,761-100%$3.7M———
FMR LLC
N/A—100,297-100,297-100%$3.7M———
Global Retirement Partners, LLC
N/A—98,259-98,259-100%$3.6M———
Parkwoods Wealth Partners, LLC
N/A—96,971-96,971-100%$3.6M———
Rehmann Capital Advisory Group
N/A—92,914-92,914-100%$3.4M———
C M Bidwell & Associates LTD
N/A—92,212-92,212-100%$3.4M———
Bridge Generations Wealth Management LLC
N/A—89,299-89,299-100%$3.3M———
CVA Family Office, LLC
N/A—86,122-86,122-100%$3.2M———
Savvy Advisors, Inc.
N/A—84,831-84,831-100%$3.1M———
Topsail Wealth Management, LLC
N/A—83,802-83,802-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—81,841-81,841-100%$3.0M———
Ponta Wealth Partners, LLC
N/A—79,964-79,964-100%$2.9M———
Flax Pond Capital, LLC
N/A—79,254-79,254-100%$2.9M———
Rockefeller Capital Management L.P.
N/A—75,738-75,738-100%$2.8M———
Applied Capital LLC
N/A—74,069-74,069-100%$2.7M———
Berger Financial Group, Inc
N/A—72,355-72,355-100%$2.7M———
Vistica Wealth Advisors, LLC
N/A—70,944-70,944-100%$2.6M———
Lansing Street Advisors
N/A—64,998-64,998-100%$2.4M———
Capital Group Private Client Services, Inc.
N/A—64,524-64,524-100%$2.4M———
AE Wealth Management LLC
N/A—63,126-63,126-100%$2.3M———
Sterling Wealth Advisors Inc
N/A—62,593-62,593-100%$2.3M———
SEI Investments Co
N/A—61,237-61,237-100%$2.3M———
Gotham Asset Management, LLC
N/A—61,068-61,068-100%$2.2M———
IEQ Capital, LLC
N/A—58,722-58,722-100%$2.2M———
Zhang Financial LLC
N/A—55,958-55,958-100%$2.1M———
Fiduciary Financial Advisors
N/A—55,321-55,321-100%$2.0M———
Northern Trust Corp
N/A—54,337-54,337-100%$2.0M———
Cary Street Partners Investment Advisory LLC
N/A—53,354-53,354-100%$2.0M———
WCG Wealth Advisors LLC
N/A—50,861-50,861-100%$1.9M———
Natixis Advisors, LLC
N/A—50,106-50,106-100%$1.8M———
Unconventional Investor, LLC
N/A—48,888-48,888-100%$1.8M———
Cary Street Partners Financial LLC
N/A—48,874-48,874-100%$1.8M———
Broadhurst Jeffrey B
N/A—45,515-45,515-100%$1.7M———
Verity Wealth Advisors
N/A—43,719-43,719-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—42,062-42,062-100%$1.5M———
Morris Financial Concepts, Inc.
N/A—42,000-42,000-100%$1.5M———
Storgate, LLC
N/A—38,924-38,924-100%$1.4M———
Wells Fargo & Company
N/A—38,006-38,006-100%$1.4M———
Professional Financial Solutions LLC
N/A—37,942-37,942-100%$1.4M———
Pallas Capital Advisors LLC
N/A—37,587-37,587-100%$1.4M———
Summit Financial, LLC
N/A—37,565-37,565-100%$1.4M———
Advisors Capital Management, LLC
N/A—35,495-35,495-100%$1.3M———
Westmount Partners, LLC
N/A—35,355-35,355-100%$1.3M———
Curio Wealth, LLC
N/A—34,466-34,466-100%$1.3M———
KM Capital Management Ltd.
N/A—32,354-32,354-100%$1.2M———
Corus Family Wealth Advisors
N/A—32,339-32,339-100%$1.2M———
Stratos Investment Management, LLC
N/A—32,083-32,083-100%$1.2M———
LaSalle St. Investment Advisors, LLC
N/A—32,045-32,045-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—31,374-31,374-100%$1.2M———
Vanguard National Trust Co
N/A—31,036-31,036-100%$1.1M———
Disciplined Investors, L.L.C.
N/A—30,993-30,993-100%$1.1M———
Tanglewood Legacy Advisors, LLC
N/A—30,200-30,200-100%$1.1M———
Stratos Wealth Advisors, LLC
N/A—30,172-30,172-100%$1.1M———
CreativeOne Wealth, LLC
N/A—29,414-29,414-100%$1.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—28,756-28,756-100%$1.1M———
Sanctuary Advisors, LLC
N/A—28,461-28,461-100%$1.0M———
Safeguard Investment Advisory Group, LLC
N/A—26,351-26,351-100%$970.7K———
CIBC Bancorp USA Inc.
N/A—25,555-25,555-100%$941.8K———
Evercore Wealth Management, LLC
N/A—25,000-25,000-100%$921.0K———
Flow Traders U.S. LLC
N/A—24,967-24,967-100%$920.0K———
Stratos Wealth Partners, Ltd.
N/A—24,965-24,965-100%$919.7K———
Janney Montgomery Scott LLC
N/A—24,794-24,794-100%$913.0K———
Eaton Financial Holdings Company, LLC
N/A—24,662-24,662-100%$908.6K———
Red Wave Investments LLC
N/A—24,301-24,301-100%$895.2K———
Hill Investment Group Partners, LLC
N/A—23,380-23,380-100%$861.3K———
WNY Asset Management, LLC
N/A—23,112-23,112-100%$851.4K———
Kilner Capital Advisors, LLC
N/A—21,767-21,767-100%$810.2K———
Moneta Group Investment Advisors LLC
N/A—21,766-21,766-100%$801.9K———
Colonial Trust Co / SC
N/A—19,479-19,479-100%$717.6K———
Brown Advisory Inc
N/A—18,670-18,670-100%$687.8K———
RB Capital Management, LLC
N/A—17,783-17,783-100%$655.1K———
Financial Alternatives, Inc
N/A—17,648-17,648-100%$650.2K———
Arax Advisory Partners
N/A—17,426-17,426-100%$642.0K———
First Manhattan Co. Llc.
N/A—15,952-15,952-100%$587.7K———
IHT Wealth Management, LLC
N/A—15,600-15,600-100%$574.7K———
O'shaughnessy Asset Management, LLC
N/A—15,379-15,379-100%$566.6K———
Intrepid Financial Planning Group LLC
N/A—15,154-15,154-100%$558.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—14,970-14,970-100%$551.5K———
Capital Investment Management, Inc.
N/A—14,870-14,870-100%$547.8K———
Nicolet Bankshares Inc
N/A—14,867-14,867-100%$553.4K———
Wellington-Altus USA Inc.
N/A—14,643-14,643-100%$497.4K———
Wealthspire Retirement, LLC
N/A—14,272-14,272-100%$525.8K———
Waverly Advisors, LLC
N/A—14,225-14,225-100%$524.1K———
Keystone Financial Services
N/A—14,202-14,202-100%$523.2K———
BlackRock, Inc.
N/A—14,168-14,168-100%$521.9K———
Retirement Income Solutions, Inc
N/A—13,691-13,691-100%$465.1K———
Magnolia Private Wealth, LLC
N/A—13,302-13,302-100%$490.0K———
Colter Lewis Investment Partners LLC
N/A—12,845-12,845-100%$473.2K———
Kingsview Wealth Management, LLC
N/A—12,782-12,782-100%$470.9K———
NerdWallet Wealth Partners, LLC
N/A—12,683-12,683-100%$467.2K———
Inspire Advisors, LLC
N/A—12,534-12,534-100%$459.9K———
Cresset Asset Management, LLC
N/A—12,440-12,440-100%$458.3K———
American Financial Advisors, LLC
N/A—12,232-12,232-100%$450.6K———
Tailwinds Wealth, LLC
N/A—12,137-12,137-100%$447.1K———
Stock Yards Bank & Trust Co
N/A—12,130-12,130-100%$446.9K———
Bluespring Wealth Management, LLC
N/A—11,979-11,979-100%$441.3K———
Mpwm Advisory Solutions, LLC
N/A—11,854-11,854-100%$436.7K———
Threadgill Financial, LLC
N/A—11,718-11,718-100%$431.7K———
Curi Capital, LLC
N/A—11,085-11,085-100%$408.4K———
Baird Financial Group, Inc.
N/A—11,064-11,064-100%$407.6K———
MJP Associates Inc
N/A—10,935-10,935-100%$402.8K———
HRT Financial LP
N/A—10,712-10,712-100%$394.0K———
Cladis Investment Advisory, LLC
N/A—10,443-10,443-100%$384.7K———
Silver Coast Investments LLC
N/A—10,240-10,240-100%$377.2K———
Caprock Group, LLC
N/A—10,206-10,206-100%$376.0K———
Dunhill Financial, LLC
N/A—10,137-10,137-100%$373.5K———
Huntington National Bank
N/A—10,112-10,112-100%$372.5K———
Chico Wealth RIA
N/A—9,791-9,791-100%$360.7K———
Kovack Advisors, Inc.
N/A—9,520-9,520-100%$347.5K———
V2 Financial group LLC
N/A—9,366-9,366-100%$345.0K———
Ancora Advisors LLCA
N/A—8,883-8,883-100%$327.3K———
Xcelsior Advisor Partners LLC
N/A—8,590-8,590-100%$316.4K———
Everest Private Wealth
N/A—8,585-8,585-100%$316.3K———
Modern Wealth Management, LLC
N/A—8,297-8,297-100%$305.7K———
Forefront Wealth Partners, LLC
N/A—8,211-8,211-100%$302.5K———
FFT Wealth Management LLC
N/A—7,967-7,967-100%$293.5K———
SCS Capital Management LLC
N/A—7,745-7,745-100%$285.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,734-7,734-100%$284.9K———
Planning Alternatives LTD
N/A—7,713-7,713-100%$284.1K———
Atlas Wealth LLC
N/A—7,619-7,619-100%$280.7K———
Pinnacle Financial Partners, Inc.
N/A—7,610-7,610-100%$280.4K———
Advisory Services Network, LLC
N/A—7,420-7,420-100%$273.4K———
United Capital Financial Advisors, LLC
N/A—6,925-6,925-100%$254.0K———
FSA Advisors, Inc.
N/A—6,701-6,701-100%$246.8K———
Ausdal Financial Partners, Inc.
N/A—6,671-6,671-100%$245.8K———
Great OAK Capital Partners, LLC
N/A—6,534-6,534-100%$236.9K———
Waterloo Capital, L.P.
N/A—6,475-6,475-100%$238.5K———
Holistic Financial Partners
N/A—6,382-6,382-100%$235.1K———
Envestnet Portfolio Solutions, Inc.
N/A—6,286-6,286-100%$231.6K———
Financial Strategies Group, Inc.
N/A—5,586-5,586-100%$203.7K———
Aptus Capital Advisors, LLC
N/A—5,575-5,575-100%$205.4K———
Rialto Wealth Management, LLC
N/A—5,171-5,171-100%$190.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,667-4,667-100%$171.9K———
BFC Planning, Inc.
N/A—4,667-4,667-100%$171.9K———
Vanguard Advisers Inc
N/A—4,628-4,628-100%$170.5K———
Brown Brothers Harriman & Co
N/A—4,574-4,574-100%$168.5K———
VSM Wealth Advisory, LLC
N/A—4,389-4,389-100%$161.7K———
Ameritas Investment Partners, Inc.
N/A—4,131-4,131-100%$152.2K———
Federation des caisses Desjardins du Quebec
N/A—4,120-4,120-100%$148.9K———
Cordant, Inc.
N/A—3,811-3,811-100%$140.4K———
BOK Financial Private Wealth, Inc.
N/A—3,378-3,378-100%$124.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,475-2,475-100%$91.2K———
Orion Capital Management LLC
N/A—2,431-2,431-100%$89.6K———
Raffa Wealth Management, LLC
N/A—2,308-2,308-100%$85.0K———
UBS Asset Management Americas LLC
N/A—2,281-2,281-100%$84.0K———
Copia Wealth Management
N/A—1,893-1,893-100%$69.7K———
Miller Capital Partners, Inc.
N/A—1,718-1,718-100%$63.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,539-1,539-100%$56.7K———
Medallion Wealth Advisors, LLC
N/A—1,440-1,440-100%$53.0K———
Oakmont Advisory Group, LLC
N/A—1,378-1,378-100%$50.8K———
Continuum Advisory, LLC
N/A—1,102-1,102-100%$40.6K———
Ameriflex Group, Inc.
N/A—975-975-100%$35.9K———
Horizon Investments, LLC
N/A—935-935-100%$34.4K———
Franklin Resources Inc
N/A—408-408-100%$15.0K———
SHP Wealth Management
N/A—375-375-100%$13.8K———
Nalls Sherbakoff Group, LLC
N/A—169-169-100%$6.2K———
Tower Research Capital LLC (TRC)
N/A—11-11-100%$405———
Showing 747 of 747 institutions