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Goldman Activebeta US LC ETF (GSLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,622,912 from 2,928,946
Change-306,034 (-10%)
Value$380.4M (-$35.2M)
Filed 2026-10-13
SigFig Wealth Management, LLC
DECREASED
Shares1,982,913 from 1,998,523
Change-15,610 (-1%)
Value$287.6M (+$6.0M)
Filed 2026-10-07
HB Wealth Management, LLC
INCREASED
Shares1,375,014 from 1,305,326
Change+69,688 (+5%)
Value$199.4M (+$14.2M)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares1,132,551 from 1,151,589
Change-19,038 (-2%)
Value$164.3M (+$866.2K)
Filed 2026-10-28
High Probability Advisors, LLC
INCREASED
Shares859,665 from 827,017
Change+32,648 (+4%)
Value$124.7M (+$7.3M)
Filed 2026-10-19
Financial Management Professionals, Inc.
INCREASED
Shares796,301 from 789,342
Change+6,959 (+1%)
Value$115.5M (+$3.5M)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares634,120 from 621,939
Change+12,181 (+2%)
Value$92.0M (+$3.7M)
Filed 2026-10-15
Lifelong Wealth Advisors, Inc.
DECREASED
Shares539,688 from 544,027
Change-4,339 (-1%)
Value$78.3M (+$1.1M)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares430,719 from 355,036
Change+75,683 (+21%)
Value$62.5M (+$12.1M)
Filed 2026-11-03
Appleton Partners Inc
INCREASED
Shares423,245 from 421,782
Change+1,463 (+0%)
Value$61.4M (+$1.5M)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares366,890 from 359,896
Change+6,994 (+2%)
Value$53.2M (+$2.1M)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares366,326 from 362,397
Change+3,929 (+1%)
Value$53.1M (+$1.7M)
Filed 2026-10-26
Droms Strauss Advisors Inc
DECREASED
Shares364,515 from 374,592
Change-10,077 (-3%)
Value$52.9M (-$281.6K)
Filed 2026-11-03
LexAurum Advisors, LLC
DECREASED
Shares359,421 from 361,888
Change-2,467 (-1%)
Value$52.1M (+$782.1K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares357,214 from 323,965
Change+33,249 (+10%)
Value$51.8M (+$5.8M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares319,789 from 345,275
Change-25,486 (-7%)
Value$46.4M (-$2.6M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares271,028 from 269,897
Change+1,131 (+0%)
Value$40.0M (+$1.2M)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares264,543 from 271,998
Change-7,455 (-3%)
Value$38.4M (-$224.5K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares190,606 from 203,981
Change-13,375 (-7%)
Value$27.6M (-$1.3M)
Filed 2026-10-13
Kings Path Partners LLC
DECREASED
Shares188,881 from 192,221
Change-3,340 (-2%)
Value$27.4M (+$121.2K)
Filed 2026-10-21
Vaughan & Co Securities, Inc.
INCREASED
Shares187,966 from 185,552
Change+2,414 (+1%)
Value$27.3M (+$934.7K)
Filed 2026-10-23
Targeted Financial Services LLC
DECREASED
Shares174,894 from 179,772
Change-4,878 (-3%)
Value$25.4M (-$141.2K)
Filed 2026-10-19
Centurion Wealth Management LLC
DECREASED
Shares172,808 from 173,502
Change-694 (0%)
Value$25.1M (+$445.9K)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares159,545 from 159,455
Change+90 (+0%)
Value$23.1M (+$515.4K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares141,978 from 147,874
Change-5,896 (-4%)
Value$20.6M (-$389.4K)
Filed 2026-11-02
Retirement Planning Group, LLC
DECREASED
Shares141,564 from 145,366
Change-3,802 (-3%)
Value$20.5M (-$93.5K)
Filed 2026-10-19
Acima Private Wealth, LLC
DECREASED
Shares141,260 from 141,960
Change-700 (0%)
Value$20.5M (+$345.6K)
Filed 2026-10-05
CoreCap Advisors, LLC
INCREASED
Shares136,607 from 134,659
Change+1,948 (+1%)
Value$19.8M (+$706.9K)
Filed 2026-10-08
Gratus Wealth Advisors, LLC
INCREASED
Shares130,212 from 129,721
Change+491 (+0%)
Value$18.9M (+$480.0K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares122,650
Change+122,650
Value$17.8M
Filed 2026-10-26
Canvas Wealth Advisors, LLC
INCREASED
Shares116,205 from 111,252
Change+4,953 (+4%)
Value$17.1M (+$1.3M)
Filed 2026-11-02
Nabity-Jensen Investment Management Inc
DECREASED
Shares116,170 from 117,869
Change-1,699 (-1%)
Value$16.8M (+$124.9K)
Filed 2026-10-23
GFG Capital, LLC
DECREASED
Shares115,667 from 117,621
Change-1,954 (-2%)
Value$16.8M (+$87.1K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
DECREASED
Shares112,233 from 113,602
Change-1,369 (-1%)
Value$16.3M (+$159.2K)
Filed 2026-10-19
XML Financial, LLC
DECREASED
Shares103,847 from 104,365
Change-518 (0%)
Value$15.1M (+$253.6K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares102,487 from 78,394
Change+24,093 (+31%)
Value$14.9M (+$3.7M)
Filed 2026-10-30
AlphaCore Capital LLC
DECREASED
Shares98,088 from 114,956
Change-16,868 (-15%)
Value$14.2M (-$2.1M)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares93,738 from 94,714
Change-976 (-1%)
Value$13.6M (+$13.6M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares86,763 from 85,173
Change+1,590 (+2%)
Value$12.6M (+$498.9K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares85,612 from 67,547
Change+18,065 (+27%)
Value$12.4M (+$2.8M)
Filed 2026-10-23
Lincoln Capital Corp
DECREASED
Shares80,095 from 80,647
Change-552 (-1%)
Value$11.6M (+$173.9K)
Filed 2026-10-13
Ledyard National Bank
INCREASED
Shares78,976 from 77,783
Change+1,193 (+2%)
Value$11.5M (+$418.0K)
Filed 2026-10-21
Ticino Wealth
INCREASED
Shares76,523 from 74,524
Change+1,999 (+3%)
Value$11.1M (+$524.8K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares72,203 from 75,986
Change-3,783 (-5%)
Value$10.5M (-$309.3K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares71,124 from 71,637
Change-513 (-1%)
Value$10.3M (+$149.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares64,207 from 61,742
Change+2,465 (+4%)
Value$9.3M (+$552.0K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares63,850 from 64,151
Change-301 (0%)
Value$9.3M (+$158.4K)
Filed 2026-10-30
Randall & Associates Wealth Management
DECREASED
Shares60,539 from 62,110
Change-1,571 (-3%)
Value$8.8M (-$32.2K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares57,737 from 37,728
Change+20,009 (+53%)
Value$8.4M (+$3.0M)
Filed 2026-11-02
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares56,541 from 58,471
Change-1,930 (-3%)
Value$8.2M (-$95.7K)
Filed 2026-10-08
Forbes Financial Planning, Inc.
DECREASED
Shares52,872 from 54,680
Change-1,808 (-3%)
Value$7.7M (-$90.0K)
Filed 2026-10-23
PFS Partners, LLC
DECREASED
Shares51,181 from 52,457
Change-1,276 (-2%)
Value$7.4M (-$19.9K)
Filed 2026-10-21
NWF Advisory Services Inc.
UNCHANGED
Shares49,584 from 49,584
Change0 (0%)
Value$7.2M (+$156.2K)
Filed 2026-10-19
McAdam, LLC
DECREASED
Shares48,492 from 49,219
Change-727 (-1%)
Value$7.0M (+$49.6K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares47,264 from 45,921
Change+1,343 (+3%)
Value$6.9M (+$339.5K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares43,740 from 41,809
Change+1,931 (+5%)
Value$6.3M (+$411.7K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares43,112 from 45,718
Change-2,606 (-6%)
Value$6.3M (-$233.9K)
Filed 2026-10-13
Royal Harbor Partners, LLC
INCREASED
Shares42,516 from 42,081
Change+435 (+1%)
Value$6.2M (+$195.6K)
Filed 2026-10-29
Nikulski Financial, Inc.
DECREASED
Shares39,111 from 42,372
Change-3,261 (-8%)
Value$5.7M (-$339.6K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
DECREASED
Shares38,997 from 39,141
Change-144 (0%)
Value$5.7M (+$102.4K)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares37,730 from 40,950
Change-3,220 (-8%)
Value$5.5M (-$337.2K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares36,122 from 36,021
Change+101 (+0%)
Value$5.2M (+$128.1K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares35,065 from 35,145
Change-80 (0%)
Value$5.1M (+$99.2K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
DECREASED
Shares34,557 from 34,819
Change-262 (-1%)
Value$5.0M (+$71.6K)
Filed 2026-10-09
Kathmere Capital Management, LLC
DECREASED
Shares33,534 from 34,349
Change-815 (-2%)
Value$4.9M (-$10.0K)
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares32,303 from 32,204
Change+99 (+0%)
Value$4.7M (+$115.8K)
Filed 2026-10-29
Elmwood Wealth Management, Inc.
INCREASED
Shares31,807 from 29,671
Change+2,136 (+7%)
Value$4.6M (+$403.3K)
Filed 2026-10-14
Mengis Capital Management, Inc.
INCREASED
Shares31,807 from 30,154
Change+1,653 (+5%)
Value$4.6M (+$334.6K)
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares29,584 from 29,584
Change0 (0%)
Value$4.3M (+$93.2K)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
INCREASED
Shares28,619 from 28,608
Change+11 (+0%)
Value$4.2M (+$91.7K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares28,098 from 24,717
Change+3,381 (+14%)
Value$4.1M (+$568.3K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares26,741 from 26,842
Change-101 (0%)
Value$3.9M (+$69.9K)
Filed 2026-10-07
Gilbert Capital Group, Inc.
DECREASED
Shares26,568 from 26,815
Change-247 (-1%)
Value$3.9M (+$48.6K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares26,345 from 23,710
Change+2,635 (+11%)
Value$3.8M (+$456.9K)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares25,624 from 25,701
Change-77 (0%)
Value$3.7M (+$69.8K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares24,110 from 32,103
Change-7,993 (-25%)
Value$3.5M (-$1.1M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares24,106 from 24,104
Change+2 (+0%)
Value$3.5M (+$87.0K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares23,877 from 26,727
Change-2,850 (-11%)
Value$3.5M (-$329.1K)
Filed 2026-10-16
E&G Advisors, LLC
UNCHANGED
Shares22,580 from 22,580
Change0 (0%)
Value$3.3M (+$71.1K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares22,381 from 23,706
Change-1,325 (-6%)
Value$3.2M (-$117.5K)
Filed 2026-10-14
Genesis Private Wealth, LLC
DECREASED
Shares22,307 from 22,467
Change-160 (-1%)
Value$3.2M (+$47.6K)
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
DECREASED
Shares20,991 from 21,764
Change-773 (-4%)
Value$3.0M (-$43.5K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares20,493 from 20,806
Change-313 (-1%)
Value$3.0M (+$20.2K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares19,835 from 19,835
Change0 (0%)
Value$2.9M (+$62.5K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares19,650 from 19,528
Change+122 (+1%)
Value$2.9M (+$79.3K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares19,438 from 12,178
Change+7,260 (+60%)
Value$2.8M (+$1.1M)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
DECREASED
Shares18,834 from 20,148
Change-1,314 (-7%)
Value$2.7M (-$126.9K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares18,204 from 16,856
Change+1,348 (+8%)
Value$2.6M (+$248.6K)
Filed 2026-10-28
Emerald Advisors, LLC
DECREASED
Shares17,895 from 20,599
Change-2,704 (-13%)
Value$2.6M (-$327.2K)
Filed 2026-10-13
TigerOak Management, L.L.C.
DECREASED
Shares17,566 from 17,949
Change-383 (-2%)
Value$2.5M (+$989)
Filed 2026-10-23
Legacy Advisors, LLC
DECREASED
Shares16,792 from 17,263
Change-471 (-3%)
Value$2.4M (-$13.9K)
Filed 2026-10-19
Stonehearth Capital Management, LLC
DECREASED
Shares16,608 from 16,674
Change-66 (0%)
Value$2.4M (+$43.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares16,540 from 16,858
Change-318 (-2%)
Value$2.4M (+$7.0K)
Filed 2026-11-05
Archer Investment Management, LLC
DECREASED
Shares16,308 from 17,590
Change-1,282 (-7%)
Value$2.4M (-$130.5K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares16,220 from 16,641
Change-421 (-3%)
Value$2.4M (-$8.6K)
Filed 2026-10-29
Innovative Wealth Building LLC
DECREASED
Shares16,186 from 16,614
Change-428 (-3%)
Value$2.3M (-$9.7K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares15,729 from 15,068
Change+661 (+4%)
Value$2.3M (+$143.3K)
Filed 2026-10-28
YHB Investment Advisors, Inc.
DECREASED
Shares15,320 from 15,464
Change-144 (-1%)
Value$2.2M (+$27.9K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares14,930 from 15,461
Change-531 (-3%)
Value$2.2M (-$28.3K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares14,757 from 1,717
Change+13,040 (+759%)
Value$2.1M (+$1.9M)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares14,579 from 14,579
Change0 (0%)
Value$2.1M (+$45.9K)
Filed 2026-10-28
Crosspoint Financial, LLC
INCREASED
Shares14,443 from 3,454
Change+10,989 (+318%)
Value$2.1M (+$1.6M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares14,079 from 12,732
Change+1,347 (+11%)
Value$2.0M (+$235.5K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
UNCHANGED
Shares13,609 from 13,609
Change0 (0%)
Value$2.0M (+$42.9K)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares13,426 from 12,438
Change+988 (+8%)
Value$1.9M (+$182.5K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares13,276 from 13,533
Change-257 (-2%)
Value$1.9M (+$5.3K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
DECREASED
Shares12,923 from 13,115
Change-192 (-1%)
Value$1.9M (+$13.5K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
DECREASED
Shares12,664 from 12,954
Change-290 (-2%)
Value$1.8M (+$215.9K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares11,974 from 12,133
Change-159 (-1%)
Value$1.7M (+$15.1K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED
Shares11,948 from 12,440
Change-492 (-4%)
Value$1.7M (-$32.2K)
Filed 2026-10-13
Valley Wealth Managers, Inc.
DECREASED
Shares11,906 from 12,670
Change-764 (-6%)
Value$1.7M (-$70.9K)
Filed 2026-10-09
C2c Wealth Management, LLC
DECREASED
Shares11,780 from 12,080
Change-300 (-2%)
Value$1.7M (-$5.5K)
Filed 2026-10-20
Vicus Capital
INCREASED
Shares11,704 from 11,291
Change+413 (+4%)
Value$1.7M (+$95.5K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares11,478 from 12,059
Change-581 (-5%)
Value$1.7M (-$46.3K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares10,948 from 10,948
Change0 (0%)
Value$1.6M (+$34.5K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
NEW
Shares10,682
Change+10,682
Value$1.5M
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares10,257 from 10,586
Change-329 (-3%)
Value$1.5M (+$18.3K)
Filed 2026-10-19
Hixon Zuercher, LLC
DECREASED
Shares10,170 from 96,746
Change-86,576 (-89%)
Value$1.5M (-$12.3M)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares10,168 from 12,249
Change-2,081 (-17%)
Value$1.5M (-$263.2K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares9,883 from 9,493
Change+390 (+4%)
Value$1.4M (+$86.5K)
Filed 2026-10-16
Apex Wealth Management, LLC
DECREASED
Shares9,788 from 9,795
Change-7 (0%)
Value$1.4M (+$29.8K)
Filed 2026-10-20
Prosperity Financial Group, Inc.
DECREASED
Shares9,775 from 10,436
Change-661 (-6%)
Value$1.4M (-$63.0K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares9,272 from 8,938
Change+334 (+4%)
Value$1.3M (+$76.6K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares9,190 from 8,262
Change+928 (+11%)
Value$1.3M (+$160.7K)
Filed 2026-10-16
Williams & Novak Wealth Management, LLC
INCREASED
Shares9,120 from 7,441
Change+1,679 (+23%)
Value$1.3M (+$267.0K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares9,106 from 8,794
Change+312 (+4%)
Value$1.3M (+$73.0K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,074 from 8,615
Change+459 (+5%)
Value$1.3M (+$102.3K)
Filed 2026-10-13
Macroview Investment Management LLC
DECREASED
Shares9,032 from 10,244
Change-1,212 (-12%)
Value$1.3M (-$143.6K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares8,926 from 9,881
Change-955 (-10%)
Value$1.3M (-$107.4K)
Filed 2026-10-16
Gateway Investment Advisers LLC
INCREASED
Shares8,811 from 7,838
Change+973 (+12%)
Value$1.3M (+$165.8K)
Filed 2026-10-13
Montecito Bank & Trust
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$1.2M (+$26.3K)
Filed 2026-10-01
Commonwealth Financial Services, LLC
DECREASED
Shares8,209 from 10,072
Change-1,863 (-18%)
Value$1.2M (-$238.5K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares8,032 from 20,131
Change-12,099 (-60%)
Value$1.2M (-$1.7M)
Filed 2026-10-13
First American Bank
UNCHANGED
Shares7,960 from 7,960
Change0 (0%)
Value$1.2M (+$25.1K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares7,844 from 6,015
Change+1,829 (+30%)
Value$1.1M (+$284.2K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares7,802 from 8,471
Change-669 (-8%)
Value$1.1M (-$71.4K)
Filed 2026-10-19
Jeter Robert S II
NEW
Shares7,404
Change+7,404
Value$1.1M
Filed 2026-10-16
Crescent Grove Advisors, LLC
INCREASED
Shares7,251 from 6,179
Change+1,072 (+17%)
Value$1.1M (+$174.9K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
DECREASED
Shares7,237 from 7,616
Change-379 (-5%)
Value$1.0M (-$31.1K)
Filed 2026-10-14
Diversify Wealth Management, LLC
DECREASED
Shares7,231 from 9,476
Change-2,245 (-24%)
Value$1.1M (-$273.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares7,231 from 9,476
Change-2,245 (-24%)
Value$1.1M (-$273.9K)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares7,150 from 7,226
Change-76 (-1%)
Value$1.0M (+$11.7K)
Filed 2026-10-20
3Chopt Investment Partners, LLC
UNCHANGED
Shares7,075 from 7,075
Change0 (0%)
Value$1.0M (+$22.3K)
Filed 2026-10-30
Old North State Wealth Management, LLC
INCREASED
Shares6,820 from 6,803
Change+17 (+0%)
Value$989.5K (+$23.8K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares6,702 from 6,379
Change+323 (+5%)
Value$972.0K (+$67.0K)
Filed 2026-10-22
Verdence Capital Advisors LLC
INCREASED
Shares6,377 from 5,994
Change+383 (+6%)
Value$924.9K (+$74.4K)
Filed 2026-10-26
Advisortrust Partners, LLC
DECREASED
Shares6,309 from 6,318
Change-9 (0%)
Value$915.1K (+$18.6K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$909.4K (+$19.8K)
Filed 2026-10-16
Legacy Advisory Services, LLC
NEW
Shares6,027
Change+6,027
Value$874.2K
Filed 2026-10-20
Apella Capital, LLC
NEW
Shares5,994
Change+5,994
Value$886.4K
Filed 2026-10-08
Penney Financial, LLC
DECREASED
Shares5,766 from 5,779
Change-13 (0%)
Value$836.3K (+$16.3K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
UNCHANGED
Shares5,749 from 5,749
Change0 (0%)
Value$833.8K (+$18.1K)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares5,748 from 5,717
Change+31 (+1%)
Value$833.7K (+$22.5K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares5,722 from 4,987
Change+735 (+15%)
Value$829.9K (+$122.2K)
Filed 2026-10-30
Apollon Financial, LLC
INCREASED
Shares5,577 from 5,571
Change+6 (+0%)
Value$808.9K (+$18.4K)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares5,566 from 5,624
Change-58 (-1%)
Value$807.3K (+$9.3K)
Filed 2026-10-21
HUB Investment Partners, LLC
DECREASED
Shares5,313 from 5,325
Change-12 (0%)
Value$770.6K (+$15.0K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares5,241 from 5,057
Change+184 (+4%)
Value$760.2K (+$42.6K)
Filed 2026-10-22
Petros Family Wealth, LLC
DECREASED
Shares5,226 from 5,813
Change-587 (-10%)
Value$758.0K (-$66.8K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares5,156 from 5,171
Change-15 (0%)
Value$747.9K (+$14.2K)
Filed 2026-10-26
Quadrant Capital Group LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$741.1K (+$31.6K)
Filed 2026-10-20
Tepp RIA, LLC
DECREASED
Shares4,783 from 4,955
Change-172 (-3%)
Value$693.7K (-$9.3K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,701 from 4,547
Change+154 (+3%)
Value$688.5K (+$44.0K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares4,627 from 4,617
Change+10 (+0%)
Value$671.1K (+$16.1K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares4,558 from 2,606
Change+1,952 (+75%)
Value$661.1K (+$291.4K)
Filed 2026-10-14
SFE Investment Counsel
DECREASED
Shares4,514 from 4,784
Change-270 (-6%)
Value$654.7K (-$24.1K)
Filed 2026-10-29
Fortress Financial Group, LLC
DECREASED
Shares4,408 from 6,962
Change-2,554 (-37%)
Value$639.3K (-$348.6K)
Filed 2026-10-21
Private Wealth Partners, LLC
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$620.8K (+$13.5K)
Filed 2026-10-22
Carnegie Investment Counsel
UNCHANGED
Shares4,268 from 4,268
Change0 (0%)
Value$619.0K (+$13.4K)
Filed 2026-10-20
Quantify Chaos Advisors, LLC
INCREASED
Shares4,261 from 4,247
Change+14 (+0%)
Value$618.0K (+$15.3K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares4,227 from 4,419
Change-192 (-4%)
Value$613.1K (-$13.9K)
Filed 2026-10-30
Mattern Wealth Management LLC
UNCHANGED
Shares4,193 from 4,193
Change0 (0%)
Value$608.2K (+$13.2K)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED
Shares4,077 from 4,077
Change0 (0%)
Value$591.3K (+$12.8K)
Filed 2026-10-05
True North Advisors, LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$584.5K (+$12.7K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares3,980 from 2,892
Change+1,088 (+38%)
Value$577.3K (+$166.9K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$570.7K (+$12.4K)
Filed 2026-10-14
Fonville Wealth Management LLC
UNCHANGED
Shares3,923 from 3,923
Change0 (0%)
Value$569.0K (+$12.4K)
Filed 2026-10-28
Huntleigh Advisors, Inc.
DECREASED
Shares3,782 from 3,787
Change-5 (0%)
Value$548.6K (+$11.2K)
Filed 2026-11-03
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,696 from 3,759
Change-63 (-2%)
Value$536.1K (+$2.7K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares3,635 from 3,248
Change+387 (+12%)
Value$537.6K (+$76.7K)
Filed 2026-10-20
West Bancorporation Inc
DECREASED
Shares3,604 from 3,629
Change-25 (-1%)
Value$522.7K (+$7.8K)
Filed 2026-10-29
RDA Financial Network
DECREASED
Shares3,579 from 3,604
Change-25 (-1%)
Value$519.1K (+$7.7K)
Filed 2026-10-15
Catalyst Investment Management LLC
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$511.3K (+$11.1K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares3,503 from 3,720
Change-217 (-6%)
Value$508.1K (-$19.8K)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares3,463 from 3,872
Change-409 (-11%)
Value$502.3K (-$47.2K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares3,459 from 3,459
Change0 (0%)
Value$501.7K (+$10.9K)
Filed 2026-10-07
Aire Advisors, LLC
DECREASED
Shares3,431 from 3,500
Change-69 (-2%)
Value$497.6K (+$1.0K)
Filed 2026-10-22
Montag A & Associates Inc
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$485.2K (+$10.5K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares3,182 from 3,182
Change0 (0%)
Value$461.5K (+$10.0K)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
DECREASED
Shares3,172 from 3,531
Change-359 (-10%)
Value$465.1K (-$35.2K)
Filed 2026-10-21
Intergy Private Wealth, LLC
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$459.1K (+$10.0K)
Filed 2026-10-16
Salem Investment Counselors Inc
UNCHANGED
Shares3,151 from 3,151
Change0 (0%)
Value$457.0K (+$9.9K)
Filed 2026-10-13
Cambridge Advisors Inc.
DECREASED
Shares3,106 from 3,130
Change-24 (-1%)
Value$450.5K (+$6.4K)
Filed 2026-10-19
Aprio Wealth Management, LLC
DECREASED
Shares3,072 from 3,093
Change-21 (-1%)
Value$445.5K (+$6.7K)
Filed 2026-10-28
Traynor Capital Management, Inc.
INCREASED
Shares3,062 from 2,796
Change+266 (+10%)
Value$444.1K (+$47.4K)
Filed 2026-10-29
Alchemi Wealth, LLC
NEW
Shares3,052
Change+3,052
Value$442.7K
Filed 2026-11-04
KWB Wealth
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$440.9K (+$9.6K)
Filed 2026-10-16
Elevation Wealth Management LLC
DECREASED
Shares3,031 from 3,118
Change-87 (-3%)
Value$439.6K (-$2.8K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares2,998 from 3,875
Change-877 (-23%)
Value$434.8K (-$115.0K)
Filed 2026-10-09
Guidance Capital, Inc
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$427.4K (+$1.5K)
Filed 2026-11-03
Basso Capital Management, L.P.
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$429.0K (+$9.3K)
Filed 2026-10-30
Summit Financial Strategies, Inc.
DECREASED
Shares2,924 from 3,085
Change-161 (-5%)
Value$424.1K (-$13.6K)
Filed 2026-10-14
KCM Investment Advisors LLC
DECREASED
Shares2,909 from 2,980
Change-71 (-2%)
Value$421.9K (-$911)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares2,901 from 2,870
Change+31 (+1%)
Value$420.8K (+$13.5K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares2,793 from 3,342
Change-549 (-16%)
Value$405.2K (-$69.0K)
Filed 2026-10-29
Destiny Capital Corp
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$403.9K (+$8.8K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares2,759 from 2,759
Change0 (0%)
Value$400.2K (+$8.7K)
Filed 2026-10-08
Powell Investment Advisors, LLC
DECREASED
Shares2,737 from 4,327
Change-1,590 (-37%)
Value$396.9K (-$217.1K)
Filed 2026-10-22
Signature Equity Partners, LLC
DECREASED
Shares2,672 from 2,819
Change-147 (-5%)
Value$387.5K (-$12.5K)
Filed 2026-10-29
Ascent Group, LLC
UNCHANGED
Shares2,629 from 2,629
Change0 (0%)
Value$381.3K (+$8.3K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares2,618 from 2,617
Change+1 (+0%)
Value$379.8K (+$8.4K)
Filed 2026-11-05
Busey Bank
INCREASED
Shares2,615 from 2,559
Change+56 (+2%)
Value$379.3K (+$16.2K)
Filed 2026-10-26
Synergy Asset Management, LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$378.4K (+$8.2K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares2,529 from 3,076
Change-547 (-18%)
Value$366.8K (-$69.6K)
Filed 2026-10-22
Plimoth Trust Co LLC
UNCHANGED
Shares2,499 from 2,499
Change0 (0%)
Value$362.5K (+$7.9K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares2,474 from 281
Change+2,193 (+780%)
Value$359.0K (+$319.0K)
Filed 2026-10-14
Titleist Asset Management, LLC
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$353.3K (+$7.7K)
Filed 2026-10-08
Blue Water Asset Management
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$353.0K (+$7.7K)
Filed 2026-11-04
MBL Wealth, LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$343.7K (+$7.5K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,362 from 2,391
Change-29 (-1%)
Value$342.6K (+$3.4K)
Filed 2026-10-16
LVZ, Inc.
UNCHANGED
Shares2,262 from 2,262
Change0 (0%)
Value$328.1K (+$7.1K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
UNCHANGED
Shares2,239 from 2,239
Change0 (0%)
Value$324.7K (+$7.1K)
Filed 2026-10-26
Optima Capital LLC
INCREASED
Shares2,212 from 2,205
Change+7 (+0%)
Value$320.8K (+$7.9K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
DECREASED
Shares2,193 from 3,159
Change-966 (-31%)
Value$318.1K (-$130.2K)
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares2,189 from 2,250
Change-61 (-3%)
Value$317.5K (-$1.8K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares2,166 from 1,886
Change+280 (+15%)
Value$312.5K (+$44.9K)
Filed 2026-11-04
Advisory Solutions Group, LLC
DECREASED
Shares2,148 from 4,050
Change-1,902 (-47%)
Value$311.6K (-$263.1K)
Filed 2026-10-14
Abound Wealth Management
DECREASED
Shares2,136 from 2,181
Change-45 (-2%)
Value$309.8K (+$343)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares2,126 from 2,035
Change+91 (+4%)
Value$308.4K (+$19.6K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
INCREASED
Shares2,050 from 2,044
Change+6 (+0%)
Value$297.3K (+$7.4K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$292.5K (+$6.4K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$285.6K ($0)
Filed 2026-10-26
Vontobel Holding Ltd.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$290.1K (+$6.3K)
Filed 2026-10-16
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$290.1K (+$6.3K)
Filed 2026-10-09
Angeles Wealth Management, LLC
DECREASED
Shares1,975 from 3,591
Change-1,616 (-45%)
Value$286.5K (-$223.1K)
Filed 2026-10-26
Aerodigm Wealth, LLC
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$285.6K (+$6.2K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares1,968 from 1,964
Change+4 (+0%)
Value$285.4K (+$6.7K)
Filed 2026-11-04
Abner Herrman & Brock LLC
NEW
Shares1,962
Change+1,962
Value$285.0K
Filed 2026-10-20
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$284.1K (+$6.2K)
Filed 2026-10-20
First Horizon Corp
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$270.8K (+$5.9K)
Filed 2026-10-26
Bright Financial Advisors, Inc.
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$269.3K (+$5.8K)
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares1,809 from 3,219
Change-1,410 (-44%)
Value$262.4K (-$194.4K)
Filed 2026-10-14
Genesee Capital Advisors, LLC
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$257.2K (+$5.6K)
Filed 2026-10-20
Chiron Capital Management, LLC
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$256.0K (+$5.6K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
NEW
Shares1,752
Change+1,752
Value$259.7K
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$253.8K (+$5.5K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares1,748 from 1,739
Change+9 (+1%)
Value$253.5K (+$6.7K)
Filed 2026-10-22
Stirlingshire Investments, Inc.
INCREASED
Shares1,696 from 1,547
Change+149 (+10%)
Value$245.9K (+$26.5K)
Filed 2026-11-05
Echo45 Advisors LLC
NEW
Shares1,680
Change+1,680
Value$243.7K
Filed 2026-10-07
International Assets Investment Management, LLC
INCREASED
Shares1,651 from 1,230
Change+421 (+34%)
Value$240.2K (+$65.8K)
Filed 2026-11-02
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$239.3K (+$5.2K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares1,598 from 1,622
Change-24 (-1%)
Value$231.8K (+$1.6K)
Filed 2026-10-23
Enzi Wealth
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$235.2K (+$8.1K)
Filed 2026-10-14
First Hawaiian Bank
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$230.0K (+$5.0K)
Filed 2026-10-14
Harbour Capital Advisors, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$229.9K (+$2.1K)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares1,573 from 1,570
Change+3 (+0%)
Value$228.2K (+$5.4K)
Filed 2026-10-13
Klingman & Associates, LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$227.9K (+$4.9K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares1,565 from 1,538
Change+27 (+2%)
Value$227.0K (+$8.7K)
Filed 2026-10-08
Park Avenue Securities LLC
NEW
Shares1,543
Change+1,543
Value$224.0K
Filed 2026-10-26
Cornerstone Planning Group LLC
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$227.0K (+$9.0K)
Filed 2026-10-16
Columbia Bank
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$216.4K (+$4.7K)
Filed 2026-10-29
Stonehaven Wealth & TAX Solutions, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$215.7K (+$4.7K)
Filed 2026-10-22
Jacksonville Wealth Management, LLC
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$214.9K (+$4.7K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,466 from 2,244
Change-778 (-35%)
Value$212.6K (-$105.8K)
Filed 2026-10-23
Successful Portfolios LLC
DECREASED
Shares1,450 from 1,654
Change-204 (-12%)
Value$213.5K (-$23.2K)
Filed 2026-10-09
Foster Victor Wealth Advisors, LLC
NEW
Shares1,449
Change+1,449
Value$212.1K
Filed 2026-10-21
Ballast Financial Advisors LLC
NEW
Shares1,406
Change+1,406
Value$203.9K
Filed 2026-10-26
Ullmann Wealth Partners Group, LLC
NEW
Shares1,400
Change+1,400
Value$203.1K
Filed 2026-11-02
Philadelphia Trust Co
NEW
Shares1,395
Change+1,395
Value$202.0K
Filed 2026-11-05
White Lighthouse Investment Management Inc.
NEW
Shares1,392
Change+1,392
Value$201.9K
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares1,389 from 1,392
Change-3 (0%)
Value$201.5K (+$3.9K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
NEW
Shares1,382
Change+1,382
Value$200.4K
Filed 2026-10-28
Cypress Wealth Services, LLC
NEW
Shares1,353
Change+1,353
Value$200.1K
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares1,212 from 1,208
Change+4 (+0%)
Value$175.8K (+$4.4K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
NEW
Shares1,040
Change+1,040
Value$150.8K
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$147.9K (+$3.2K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares951
Change+951
Value$138.0K
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$134.3K (+$2.9K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares832 from 830
Change+2 (+0%)
Value$120.7K (+$3.0K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares823 from 562
Change+261 (+46%)
Value$119.4K (+$39.6K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$107.3K (+$2.3K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares733 from 465
Change+268 (+58%)
Value$106.3K (+$40.3K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares709 from 707
Change+2 (+0%)
Value$103.0K (+$2.6K)
Filed 2026-11-02
Tompkins Financial Corp
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$95.6K (+$2.1K)
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares648 from 392
Change+256 (+65%)
Value$94.0K (+$38.4K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$82.8K (+$1.8K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
DECREASED
Shares535 from 537
Change-2 (0%)
Value$77.6K (+$1.4K)
Filed 2026-10-06
Central Trust Co
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$75.9K (+$1.6K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares494 from 858
Change-364 (-42%)
Value$71.7K (-$50.1K)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$71.5K (+$2.7K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$67.1K (+$1.5K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares449 from 478
Change-29 (-6%)
Value$65.1K (-$2.7K)
Filed 2026-10-29
Signaturefd, LLC
DECREASED
Shares444 from 611
Change-167 (-27%)
Value$64.5K (-$22.3K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares436
Change+436
Value$63.2K
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$63.1K (+$1.4K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$62.8K (+$1.4K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares427
Change+427
Value$61.9K
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$60.8K (+$1.3K)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$60.6K (+$1.3K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$60.5K (+$1.3K)
Filed 2026-10-22
Private Wealth Management Group, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$57.4K (+$1.2K)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$53.1K (+$1.2K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$51.5K (+$1.1K)
Filed 2026-10-15
Register Financial Advisors LLC
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$51.0K (+$1.3K)
Filed 2026-10-23
Maseco LLP
DECREASED
Shares310 from 516
Change-206 (-40%)
Value$44.9K (-$28.3K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares309
Change+309
Value$44.8K
Filed 2026-10-21
Brown, Lisle Ings, Inc.
INCREASED
Shares292 from 174
Change+118 (+68%)
Value$42.4K (+$17.7K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares288 from 380
Change-92 (-24%)
Value$41.8K (-$12.1K)
Filed 2026-10-13
SYM Financial Corp
NEW
Shares276
Change+276
Value$40.0K
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares258 from 218
Change+40 (+18%)
Value$37.4K (+$6.5K)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$36.3K (+$787)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares245 from 315
Change-70 (-22%)
Value$35.5K (-$9.2K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares227
Change+227
Value$32.9K
Filed 2026-11-04
Noble Wealth Management PBC
DECREASED
Shares205 from 365
Change-160 (-44%)
Value$29.7K (-$22.1K)
Filed 2026-10-01
Tradewinds Capital Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$29.0K (+$630)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares199 from 1,021
Change-822 (-81%)
Value$28.9K (-$115.9K)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$28.6K (+$620)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$28.4K (+$618)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares186 from 262
Change-76 (-29%)
Value$27.0K (-$10.2K)
Filed 2026-10-21
Southern Michigan Bank & Trust
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$25.7K (+$557)
Filed 2026-10-19
First United Bank & Trust
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$24.2K (+$526)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares159 from 178
Change-19 (-11%)
Value$23.0K (+$23.0K)
Filed 2026-10-23
Goodman Advisory Group, LLC
NEW
Shares157
Change+157
Value$22.8K
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$21.3K (+$463)
Filed 2026-11-03
Roxbury Financial LLC
DECREASED
Shares143 from 153
Change-10 (-7%)
Value$20.8K (-$904)
Filed 2026-10-01
Concord Wealth Partners
INCREASED
Shares143 from 142
Change+1 (+1%)
Value$20.7K (+$513)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares138 from 113
Change+25 (+22%)
Value$20.0K (+$4.0K)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$19.1K (+$416)
Filed 2026-10-15
Activest Wealth Management
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$18.4K (+$400)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares126 from 164
Change-38 (-23%)
Value$18.3K (-$5.0K)
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$16.8K (+$366)
Filed 2026-10-05
Duncker Streett & Co Inc
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$16.5K (+$360)
Filed 2026-10-27
Burkett Financial Services, LLC
NEW
Shares106
Change+106
Value$15.4K
Filed 2026-10-01
TFC Financial Management, Inc.
DECREASED
Shares102 from 147
Change-45 (-31%)
Value$14.8K (-$6.1K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$12.5K (+$270)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$11.7K (+$255)
Filed 2026-10-13
MV Capital Management, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$10.9K (+$236)
Filed 2026-10-29
Versant Capital Management, Inc
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$10.6K (+$230)
Filed 2026-10-02
Hilltop National Bank
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$9.4K (+$205)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$10 ($0)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$8.0K (+$173)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$6.8K (+$148)
Filed 2026-10-30
Oakworth Capital, Inc.
DECREASED
Shares45 from 165
Change-120 (-73%)
Value$6.5K (-$16.9K)
Filed 2026-10-26
West Paces Advisors Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$6.2K (+$136)
Filed 2026-10-13
Entrust Financial LLC
NEW
Shares42
Change+42
Value$6.1K
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.8K (+$144)
Filed 2026-10-07
Olistico Wealth, LLC
NEW
Shares39
Change+39
Value$5.7K
Filed 2026-10-05
Independence Bank of Kentucky
NEW
Shares35
Change+35
Value$5.1K
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares35 from 24
Change+11 (+46%)
Value$5.1K (+$1.7K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$3.9K (+$85)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.8K (+$82)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares4
Change+4
Value$580
Filed 2026-10-05
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 15,144
Change-15,144 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
Quantum Financial Planning Services, Inc.
CLOSED
Shares0 from 4,368
Change-4,368 (-100%)
Value$0 (-$619.8K)
Filed 2026-10-14
Mission Wealth Management, LP
CLOSED
Shares0 from 2,645
Change-2,645 (-100%)
Value$0 (-$375.3K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 2,010
Change-2,010 (-100%)
Value$0 (-$285.2K)
Filed 2026-10-28
Keybank National Association
CLOSED
Shares0 from 1,609
Change-1,609 (-100%)
Value$0 (-$228.3K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$223.9K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 1,447
Change-1,447 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-22
Able Wealth Management LLC
CLOSED
Shares0 from 1,434
Change-1,434 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-13
EPG Wealth Management LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$29.0K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-14
Evolution Wealth Management Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-28
Wagner Wealth Management, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-21
Chilton Capital Management LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-28
American Capital Advisory, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$852)
Filed 2026-10-26
Wells Fargo & Company
N/A
Shares— from 27,444,512
Change-27,444,512 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,988,089
Change-6,988,089 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,711,643
Change-5,711,643 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,039,761
Change-5,039,761 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,220,388
Change-3,220,388 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,182,271
Change-3,182,271 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,730,596
Change-2,730,596 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,878,543
Change-1,878,543 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,659,535
Change-1,659,535 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,164,476
Change-1,164,476 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,025,009
Change-1,025,009 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 870,472
Change-870,472 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 658,842
Change-658,842 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 649,813
Change-649,813 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 644,108
Change-644,108 (-100%)
Value—
UBS Group AG
N/A
Shares— from 592,065
Change-592,065 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 446,025
Change-446,025 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 424,857
Change-424,857 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 417,254
Change-417,254 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 412,095
Change-412,095 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 355,063
Change-355,063 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 341,101
Change-341,101 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 339,087
Change-339,087 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 321,376
Change-321,376 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 278,485
Change-278,485 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 273,806
Change-273,806 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 243,260
Change-243,260 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 240,491
Change-240,491 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 234,058
Change-234,058 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 226,679
Change-226,679 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 213,217
Change-213,217 (-100%)
Value—
&partners
N/A
Shares— from 200,039
Change-200,039 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 198,590
Change-198,590 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 198,088
Change-198,088 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 197,268
Change-197,268 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 183,381
Change-183,381 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 182,380
Change-182,380 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 144,090
Change-144,090 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 141,518
Change-141,518 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 138,880
Change-138,880 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 138,245
Change-138,245 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 138,195
Change-138,195 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 136,356
Change-136,356 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 133,601
Change-133,601 (-100%)
Value—
FMR LLC
N/A
Shares— from 113,690
Change-113,690 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 107,216
Change-107,216 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 106,570
Change-106,570 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 97,244
Change-97,244 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 93,239
Change-93,239 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 87,794
Change-87,794 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 83,754
Change-83,754 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 82,281
Change-82,281 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,874
Change-79,874 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 79,652
Change-79,652 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 77,927
Change-77,927 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 71,424
Change-71,424 (-100%)
Value—
Stephens Inc
N/A
Shares— from 69,450
Change-69,450 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 66,135
Change-66,135 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 64,180
Change-64,180 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 63,361
Change-63,361 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 61,119
Change-61,119 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 54,569
Change-54,569 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 53,882
Change-53,882 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 53,464
Change-53,464 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 52,061
Change-52,061 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 50,971
Change-50,971 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 50,217
Change-50,217 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 48,909
Change-48,909 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 45,120
Change-45,120 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 44,303
Change-44,303 (-100%)
Value—
FCA Corp
N/A
Shares— from 44,158
Change-44,158 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 41,470
Change-41,470 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 41,305
Change-41,305 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 39,558
Change-39,558 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 37,035
Change-37,035 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 36,869
Change-36,869 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 36,030
Change-36,030 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 33,947
Change-33,947 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,647
Change-33,647 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 32,160
Change-32,160 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 30,756
Change-30,756 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 29,860
Change-29,860 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 28,223
Change-28,223 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,086
Change-25,086 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 24,469
Change-24,469 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,761
Change-23,761 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 22,997
Change-22,997 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 22,358
Change-22,358 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 22,219
Change-22,219 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 22,166
Change-22,166 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 21,566
Change-21,566 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 21,266
Change-21,266 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 21,247
Change-21,247 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,865
Change-20,865 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 20,548
Change-20,548 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 20,422
Change-20,422 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,327
Change-20,327 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 17,895
Change-17,895 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 17,848
Change-17,848 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,719
Change-17,719 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 17,575
Change-17,575 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 15,904
Change-15,904 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,083
Change-15,083 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,996
Change-14,996 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 14,490
Change-14,490 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,488
Change-11,488 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 9,748
Change-9,748 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,077
Change-9,077 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,818
Change-8,818 (-100%)
Value—
American Trust
N/A
Shares— from 8,768
Change-8,768 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,667
Change-8,667 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 7,961
Change-7,961 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4,213
Change-4,213 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 968
Change-968 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 844
Change-844 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 802
Change-802 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 687
Change-687 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 677
Change-677 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 615
Change-615 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 596
Change-596 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 557
Change-557 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 533
Change-533 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 386
Change-386 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 322
Change-322 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 308
Change-308 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 253
Change-253 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
EFG International AG
N/A
Shares— from 185
Change-185 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 130
Change-130 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 113
Change-113 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 81
Change-81 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 61
Change-61 (-100%)
Value—
Rogco, LP
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Signature Estate & Investment Advisors LLC
DECREASED2,622,9122,928,946-306,034-10%$415.6M$380.4M-$35.2M2026-10-13
SigFig Wealth Management, LLC
DECREASED1,982,9131,998,523-15,610-1%$281.6M$287.6M+$6.0M2026-10-07
HB Wealth Management, LLC
INCREASED1,375,0141,305,326+69,688+5%$185.2M$199.4M+$14.2M2026-10-23
Glenview Trust Co
DECREASED1,132,5511,151,589-19,038-2%$163.4M$164.3M+$866.2K2026-10-28
High Probability Advisors, LLC
INCREASED859,665827,017+32,648+4%$117.3M$124.7M+$7.3M2026-10-19
Financial Management Professionals, Inc.
INCREASED796,301789,342+6,959+1%$112.0M$115.5M+$3.5M2026-10-23
Goldstein Advisors, LLC
INCREASED634,120621,939+12,181+2%$88.2M$92.0M+$3.7M2026-10-15
Lifelong Wealth Advisors, Inc.
DECREASED539,688544,027-4,339-1%$77.2M$78.3M+$1.1M2026-10-19
RFG Advisory, LLC
INCREASED430,719355,036+75,683+21%$50.4M$62.5M+$12.1M2026-11-03
Appleton Partners Inc
INCREASED423,245421,782+1,463+0%$59.8M$61.4M+$1.5M2026-10-30
Dynamic Advisor Solutions LLC
INCREASED366,890359,896+6,994+2%$51.1M$53.2M+$2.1M2026-10-13
Hunter Associates Investment Management LLC
INCREASED366,326362,397+3,929+1%$51.4M$53.1M+$1.7M2026-10-26
Droms Strauss Advisors Inc
DECREASED364,515374,592-10,077-3%$53.2M$52.9M-$281.6K2026-11-03
LexAurum Advisors, LLC
DECREASED359,421361,888-2,467-1%$51.3M$52.1M+$782.1K2026-10-19
Axxcess Wealth Management, LLC
INCREASED357,214323,965+33,249+10%$46.0M$51.8M+$5.8M2026-10-21
Commonwealth Equity Services, LLC
DECREASED319,789345,275-25,486-7%$49.0M$46.4M-$2.6M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED271,028269,897+1,131+0%$38.8M$40.0M+$1.2M2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED264,543271,998-7,455-3%$38.6M$38.4M-$224.5K2026-10-13
1900 Wealth Management LLC
DECREASED190,606203,981-13,375-7%$28.9M$27.6M-$1.3M2026-10-13
Kings Path Partners LLC
DECREASED188,881192,221-3,340-2%$27.3M$27.4M+$121.2K2026-10-21
Vaughan & Co Securities, Inc.
INCREASED187,966185,552+2,414+1%$26.3M$27.3M+$934.7K2026-10-23
Targeted Financial Services LLC
DECREASED174,894179,772-4,878-3%$25.5M$25.4M-$141.2K2026-10-19
Centurion Wealth Management LLC
DECREASED172,808173,502-6940%$24.6M$25.1M+$445.9K2026-10-13
Arvest Investments, Inc.
INCREASED159,545159,455+90+0%$22.6M$23.1M+$515.4K2026-10-21
Inscription Capital, LLC
DECREASED141,978147,874-5,896-4%$21.0M$20.6M-$389.4K2026-11-02
Retirement Planning Group, LLC
DECREASED141,564145,366-3,802-3%$20.6M$20.5M-$93.5K2026-10-19
Acima Private Wealth, LLC
DECREASED141,260141,960-7000%$20.1M$20.5M+$345.6K2026-10-05
CoreCap Advisors, LLC
INCREASED136,607134,659+1,948+1%$19.1M$19.8M+$706.9K2026-10-08
Gratus Wealth Advisors, LLC
INCREASED130,212129,721+491+0%$18.4M$18.9M+$480.0K2026-10-26
Leo Wealth, LLC
NEW122,650—+122,650——$17.8M—2026-10-26
Canvas Wealth Advisors, LLC
INCREASED116,205111,252+4,953+4%$15.8M$17.1M+$1.3M2026-11-02
Nabity-Jensen Investment Management Inc
DECREASED116,170117,869-1,699-1%$16.7M$16.8M+$124.9K2026-10-23
GFG Capital, LLC
DECREASED115,667117,621-1,954-2%$16.7M$16.8M+$87.1K2026-10-16
Worth Financial Advisory Group, LLC
DECREASED112,233113,602-1,369-1%$16.1M$16.3M+$159.2K2026-10-19
XML Financial, LLC
DECREASED103,847104,365-5180%$14.8M$15.1M+$253.6K2026-10-29
Truist Financial Corp
INCREASED102,48778,394+24,093+31%$11.1M$14.9M+$3.7M2026-10-30
AlphaCore Capital LLC
DECREASED98,088114,956-16,868-15%$16.3M$14.2M-$2.1M2026-11-04
Capital Advisors, Ltd. LLC
DECREASED93,73894,714-976-1%$13.4K$13.6M+$13.6M2026-10-27
Creative Planning
INCREASED86,76385,173+1,590+2%$12.1M$12.6M+$498.9K2026-11-02
Sowell Financial Services LLC
INCREASED85,61267,547+18,065+27%$9.6M$12.4M+$2.8M2026-10-23
Lincoln Capital Corp
DECREASED80,09580,647-552-1%$11.4M$11.6M+$173.9K2026-10-13
Ledyard National Bank
INCREASED78,97677,783+1,193+2%$11.0M$11.5M+$418.0K2026-10-21
Ticino Wealth
INCREASED76,52374,524+1,999+3%$10.6M$11.1M+$524.8K2026-10-13
Fifth Third Bancorp
DECREASED72,20375,986-3,783-5%$10.8M$10.5M-$309.3K2026-11-05
Savant Capital, LLC
DECREASED71,12471,637-513-1%$10.2M$10.3M+$149.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED64,20761,742+2,465+4%$8.8M$9.3M+$552.0K2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED63,85064,151-3010%$9.1M$9.3M+$158.4K2026-10-30
Randall & Associates Wealth Management
DECREASED60,53962,110-1,571-3%$8.8M$8.8M-$32.2K2026-10-20
Kestra Advisory Services, LLC
INCREASED57,73737,728+20,009+53%$5.4M$8.4M+$3.0M2026-11-02
Lee, Kelleher & Klein Wealth Management
DECREASED56,54158,471-1,930-3%$8.3M$8.2M-$95.7K2026-10-08
Forbes Financial Planning, Inc.
DECREASED52,87254,680-1,808-3%$7.8M$7.7M-$90.0K2026-10-23
PFS Partners, LLC
DECREASED51,18152,457-1,276-2%$7.4M$7.4M-$19.9K2026-10-21
NWF Advisory Services Inc.
UNCHANGED49,58449,58400%$7.0M$7.2M+$156.2K2026-10-19
McAdam, LLC
DECREASED48,49249,219-727-1%$7.0M$7.0M+$49.6K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED47,26445,921+1,343+3%$6.5M$6.9M+$339.5K2026-11-03
Lido Advisors, LLC
INCREASED43,74041,809+1,931+5%$5.9M$6.3M+$411.7K2026-11-04
Independent Financial Group, LLC
DECREASED43,11245,718-2,606-6%$6.5M$6.3M-$233.9K2026-10-13
Royal Harbor Partners, LLC
INCREASED42,51642,081+435+1%$6.0M$6.2M+$195.6K2026-10-29
Nikulski Financial, Inc.
DECREASED39,11142,372-3,261-8%$6.0M$5.7M-$339.6K2026-11-06
Koshinski Asset Management, Inc.
DECREASED38,99739,141-1440%$5.6M$5.7M+$102.4K2026-10-29
First Command Advisory Services, Inc.
DECREASED37,73040,950-3,220-8%$5.8M$5.5M-$337.2K2026-11-05
Nations Financial Group Inc,
INCREASED36,12236,021+101+0%$5.1M$5.2M+$128.1K2026-11-05
Vise Technologies, Inc.
DECREASED35,06535,145-800%$5.0M$5.1M+$99.2K2026-10-29
Capital Advisors Wealth Management, LLC
DECREASED34,55734,819-262-1%$4.9M$5.0M+$71.6K2026-10-09
Kathmere Capital Management, LLC
DECREASED33,53434,349-815-2%$4.9M$4.9M-$10.0K2026-10-20
Cedar Point Capital Partners, LLC
INCREASED32,30332,204+99+0%$4.6M$4.7M+$115.8K2026-10-29
Elmwood Wealth Management, Inc.
INCREASED31,80729,671+2,136+7%$4.2M$4.6M+$403.3K2026-10-14
Mengis Capital Management, Inc.
INCREASED31,80730,154+1,653+5%$4.3M$4.6M+$334.6K2026-10-13
SkyOak Wealth, LLC
UNCHANGED29,58429,58400%$4.2M$4.3M+$93.2K2026-10-28
Dynamic Wealth Strategies, LLC
INCREASED28,61928,608+11+0%$4.1M$4.2M+$91.7K2026-10-16
Bank of New York Mellon Corp
INCREASED28,09824,717+3,381+14%$3.5M$4.1M+$568.3K2026-11-05
American National Bank & Trust
DECREASED26,74126,842-1010%$3.8M$3.9M+$69.9K2026-10-07
Gilbert Capital Group, Inc.
DECREASED26,56826,815-247-1%$3.8M$3.9M+$48.6K2026-10-28
Farther Finance Advisors, LLC
INCREASED26,34523,710+2,635+11%$3.4M$3.8M+$456.9K2026-10-08
Apollon Wealth Management, LLC
DECREASED25,62425,701-770%$3.6M$3.7M+$69.8K2026-10-23
Parsons Capital Management Inc
DECREASED24,11032,103-7,993-25%$4.6M$3.5M-$1.1M2026-10-28
Thrivent Financial for Lutherans
INCREASED24,10624,104+2+0%$3.4M$3.5M+$87.0K2026-11-05
PFG Advisors
DECREASED23,87726,727-2,850-11%$3.8M$3.5M-$329.1K2026-10-16
E&G Advisors, LLC
UNCHANGED22,58022,58000%$3.2M$3.3M+$71.1K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED22,38123,706-1,325-6%$3.4M$3.2M-$117.5K2026-10-14
Genesis Private Wealth, LLC
DECREASED22,30722,467-160-1%$3.2M$3.2M+$47.6K2026-11-02
Archvest Wealth Advisors, Inc.
DECREASED20,99121,764-773-4%$3.1M$3.0M-$43.5K2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED20,49320,806-313-1%$3.0M$3.0M+$20.2K2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED19,83519,83500%$2.8M$2.9M+$62.5K2026-10-27
Moneco Advisors, LLC
INCREASED19,65019,528+122+1%$2.8M$2.9M+$79.3K2026-11-05
Atria Investments, Inc
INCREASED19,43812,178+7,260+60%$1.7M$2.8M+$1.1M2026-10-15
Endeavor Private Wealth, Inc.
DECREASED18,83420,148-1,314-7%$2.9M$2.7M-$126.9K2026-11-05
Founders Financial Securities LLC
INCREASED18,20416,856+1,348+8%$2.4M$2.6M+$248.6K2026-10-28
Emerald Advisors, LLC
DECREASED17,89520,599-2,704-13%$2.9M$2.6M-$327.2K2026-10-13
TigerOak Management, L.L.C.
DECREASED17,56617,949-383-2%$2.5M$2.5M+$9892026-10-23
Legacy Advisors, LLC
DECREASED16,79217,263-471-3%$2.4M$2.4M-$13.9K2026-10-19
Stonehearth Capital Management, LLC
DECREASED16,60816,674-660%$2.4M$2.4M+$43.0K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED16,54016,858-318-2%$2.4M$2.4M+$7.0K2026-11-05
Archer Investment Management, LLC
DECREASED16,30817,590-1,282-7%$2.5M$2.4M-$130.5K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED16,22016,641-421-3%$2.4M$2.4M-$8.6K2026-10-29
Innovative Wealth Building LLC
DECREASED16,18616,614-428-3%$2.4M$2.3M-$9.7K2026-10-14
MGO One Seven LLC
INCREASED15,72915,068+661+4%$2.1M$2.3M+$143.3K2026-10-28
YHB Investment Advisors, Inc.
DECREASED15,32015,464-144-1%$2.2M$2.2M+$27.9K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED14,93015,461-531-3%$2.2M$2.2M-$28.3K2026-10-30
Parallel Advisors, LLC
INCREASED14,7571,717+13,040+759%$243.7K$2.1M+$1.9M2026-11-03
Creative Capital Management Investments LLC
UNCHANGED14,57914,57900%$2.1M$2.1M+$45.9K2026-10-28
Crosspoint Financial, LLC
INCREASED14,4433,454+10,989+318%$490.1K$2.1M+$1.6M2026-11-03
Assetmark, Inc
INCREASED14,07912,732+1,347+11%$1.8M$2.0M+$235.5K2026-10-21
Hopwood Financial Services, Inc.
UNCHANGED13,60913,60900%$1.9M$2.0M+$42.9K2026-10-29
Regions Financial Corp
INCREASED13,42612,438+988+8%$1.8M$1.9M+$182.5K2026-11-05
WBH Advisory Inc
DECREASED13,27613,533-257-2%$1.9M$1.9M+$5.3K2026-11-05
Armstrong Advisory Group, Inc
DECREASED12,92313,115-192-1%$1.9M$1.9M+$13.5K2026-10-09
SAX Wealth Advisors, LLC
DECREASED12,66412,954-290-2%$1.6M$1.8M+$215.9K2026-10-13
Meridian Wealth Management, LLC
DECREASED11,97412,133-159-1%$1.7M$1.7M+$15.1K2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED11,94812,440-492-4%$1.8M$1.7M-$32.2K2026-10-13
Valley Wealth Managers, Inc.
DECREASED11,90612,670-764-6%$1.8M$1.7M-$70.9K2026-10-09
C2c Wealth Management, LLC
DECREASED11,78012,080-300-2%$1.7M$1.7M-$5.5K2026-10-20
Vicus Capital
INCREASED11,70411,291+413+4%$1.6M$1.7M+$95.5K2026-11-05
Oppenheimer & Co Inc
DECREASED11,47812,059-581-5%$1.7M$1.7M-$46.3K2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED10,94810,94800%$1.6M$1.6M+$34.5K2026-10-22
Elevation Point Wealth Partners, LLC
NEW10,682—+10,682——$1.5M—2026-11-05
CFS Investment Advisory Services, LLC
DECREASED10,25710,586-329-3%$1.5M$1.5M+$18.3K2026-10-19
Hixon Zuercher, LLC
DECREASED10,17096,746-86,576-89%$13.7M$1.5M-$12.3M2026-10-13
Maia Wealth LLC
DECREASED10,16812,249-2,081-17%$1.7M$1.5M-$263.2K2026-10-19
SteelPeak Wealth, LLC
INCREASED9,8839,493+390+4%$1.3M$1.4M+$86.5K2026-10-16
Apex Wealth Management, LLC
DECREASED9,7889,795-70%$1.4M$1.4M+$29.8K2026-10-20
Prosperity Financial Group, Inc.
DECREASED9,77510,436-661-6%$1.5M$1.4M-$63.0K2026-10-29
IFP Advisors, Inc
INCREASED9,2728,938+334+4%$1.3M$1.3M+$76.6K2026-10-16
Beacon Financial Advisory LLC
INCREASED9,1908,262+928+11%$1.2M$1.3M+$160.7K2026-10-16
Williams & Novak Wealth Management, LLC
INCREASED9,1207,441+1,679+23%$1.1M$1.3M+$267.0K2026-10-09
US Bancorp \de\
INCREASED9,1068,794+312+4%$1.2M$1.3M+$73.0K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED9,0748,615+459+5%$1.2M$1.3M+$102.3K2026-10-13
Macroview Investment Management LLC
DECREASED9,03210,244-1,212-12%$1.5M$1.3M-$143.6K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED8,9269,881-955-10%$1.4M$1.3M-$107.4K2026-10-16
Gateway Investment Advisers LLC
INCREASED8,8117,838+973+12%$1.1M$1.3M+$165.8K2026-10-13
Montecito Bank & Trust
UNCHANGED8,3508,35000%$1.2M$1.2M+$26.3K2026-10-01
Commonwealth Financial Services, LLC
DECREASED8,20910,072-1,863-18%$1.4M$1.2M-$238.5K2026-10-20
Fiduciary Alliance LLC
DECREASED8,03220,131-12,099-60%$2.9M$1.2M-$1.7M2026-10-13
First American Bank
UNCHANGED7,9607,96000%$1.1M$1.2M+$25.1K2026-10-27
Private Trust Co NA
INCREASED7,8446,015+1,829+30%$853.5K$1.1M+$284.2K2026-10-20
Herold Advisors, Inc.
DECREASED7,8028,471-669-8%$1.2M$1.1M-$71.4K2026-10-19
Jeter Robert S II
NEW7,404—+7,404——$1.1M—2026-10-16
Crescent Grove Advisors, LLC
INCREASED7,2516,179+1,072+17%$876.7K$1.1M+$174.9K2026-10-21
Traphagen Investment Advisors LLC
DECREASED7,2377,616-379-5%$1.1M$1.0M-$31.1K2026-10-14
Diversify Wealth Management, LLC
DECREASED7,2319,476-2,245-24%$1.3M$1.1M-$273.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED7,2319,476-2,245-24%$1.3M$1.1M-$273.9K2026-10-20
Portfolio Resources Advisor Group, Inc.
DECREASED7,1507,226-76-1%$1.0M$1.0M+$11.7K2026-10-20
3Chopt Investment Partners, LLC
UNCHANGED7,0757,07500%$1.0M$1.0M+$22.3K2026-10-30
Old North State Wealth Management, LLC
INCREASED6,8206,803+17+0%$965.7K$989.5K+$23.8K2026-10-22
Wedbush Securities Inc
INCREASED6,7026,379+323+5%$905.0K$972.0K+$67.0K2026-10-22
Verdence Capital Advisors LLC
INCREASED6,3775,994+383+6%$850.5K$924.9K+$74.4K2026-10-26
Advisortrust Partners, LLC
DECREASED6,3096,318-90%$896.5K$915.1K+$18.6K2026-11-02
Goelzer Investment Management, Inc.
UNCHANGED6,2706,27000%$889.7K$909.4K+$19.8K2026-10-16
Legacy Advisory Services, LLC
NEW6,027—+6,027——$874.2K—2026-10-20
Apella Capital, LLC
NEW5,994—+5,994——$886.4K—2026-10-08
Penney Financial, LLC
DECREASED5,7665,779-130%$820.0K$836.3K+$16.3K2026-10-20
Cadent Capital Advisors, LLC
UNCHANGED5,7495,74900%$815.7K$833.8K+$18.1K2026-10-09
Strategic Blueprint, LLC
INCREASED5,7485,717+31+1%$811.1K$833.7K+$22.5K2026-10-22
Spire Wealth Management
INCREASED5,7224,987+735+15%$707.6K$829.9K+$122.2K2026-10-30
Apollon Financial, LLC
INCREASED5,5775,571+6+0%$790.5K$808.9K+$18.4K2026-10-23
Fifth Third Securities, Inc.
DECREASED5,5665,624-58-1%$798.0K$807.3K+$9.3K2026-10-21
HUB Investment Partners, LLC
DECREASED5,3135,325-120%$755.6K$770.6K+$15.0K2026-11-03
Perigon Wealth Management, LLC
INCREASED5,2415,057+184+4%$717.6K$760.2K+$42.6K2026-10-22
Petros Family Wealth, LLC
DECREASED5,2265,813-587-10%$824.8K$758.0K-$66.8K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED5,1565,171-150%$733.7K$747.9K+$14.2K2026-10-26
Quadrant Capital Group LLC
UNCHANGED5,0005,00000%$709.5K$741.1K+$31.6K2026-10-20
Tepp RIA, LLC
DECREASED4,7834,955-172-3%$703.0K$693.7K-$9.3K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED4,7014,547+154+3%$644.4K$688.5K+$44.0K2026-11-04
Realta Investment Advisors
INCREASED4,6274,617+10+0%$655.0K$671.1K+$16.1K2026-10-14
Davenport & Co LLC
INCREASED4,5582,606+1,952+75%$369.7K$661.1K+$291.4K2026-10-14
SFE Investment Counsel
DECREASED4,5144,784-270-6%$678.8K$654.7K-$24.1K2026-10-29
Fortress Financial Group, LLC
DECREASED4,4086,962-2,554-37%$987.9K$639.3K-$348.6K2026-10-21
Private Wealth Partners, LLC
UNCHANGED4,2804,28000%$607.3K$620.8K+$13.5K2026-10-22
Carnegie Investment Counsel
UNCHANGED4,2684,26800%$605.6K$619.0K+$13.4K2026-10-20
Quantify Chaos Advisors, LLC
INCREASED4,2614,247+14+0%$602.7K$618.0K+$15.3K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED4,2274,419-192-4%$627.0K$613.1K-$13.9K2026-10-30
Mattern Wealth Management LLC
UNCHANGED4,1934,19300%$594.9K$608.2K+$13.2K2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED4,0774,07700%$578.5K$591.3K+$12.8K2026-10-05
True North Advisors, LLC
UNCHANGED4,0304,03000%$571.8K$584.5K+$12.7K2026-10-22
Facet Wealth, Inc.
INCREASED3,9802,892+1,088+38%$410.4K$577.3K+$166.9K2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED3,9353,93500%$558.3K$570.7K+$12.4K2026-10-14
Fonville Wealth Management LLC
UNCHANGED3,9233,92300%$556.6K$569.0K+$12.4K2026-10-28
Huntleigh Advisors, Inc.
DECREASED3,7823,787-50%$537.4K$548.6K+$11.2K2026-11-03
Wetzel Investment Advisors, Inc.
DECREASED3,6963,759-63-2%$533.4K$536.1K+$2.7K2026-10-13
Members Wealth LLC
INCREASED3,6353,248+387+12%$460.9K$537.6K+$76.7K2026-10-20
West Bancorporation Inc
DECREASED3,6043,629-25-1%$514.9K$522.7K+$7.8K2026-10-29
RDA Financial Network
DECREASED3,5793,604-25-1%$511.4K$519.1K+$7.7K2026-10-15
Catalyst Investment Management LLC
UNCHANGED3,5253,52500%$500.2K$511.3K+$11.1K2026-10-21
Intrua Financial, LLC
DECREASED3,5033,720-217-6%$527.8K$508.1K-$19.8K2026-10-28
Brighton Jones LLC
DECREASED3,4633,872-409-11%$549.5K$502.3K-$47.2K2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED3,4593,45900%$490.8K$501.7K+$10.9K2026-10-07
Aire Advisors, LLC
DECREASED3,4313,500-69-2%$496.6K$497.6K+$1.0K2026-10-22
Montag A & Associates Inc
UNCHANGED3,3453,34500%$474.6K$485.2K+$10.5K2026-10-29
Walkner Condon Financial Advisors LLC
UNCHANGED3,1823,18200%$451.5K$461.5K+$10.0K2026-11-02
Kraft, Davis & Associates, LLC
DECREASED3,1723,531-359-10%$500.2K$465.1K-$35.2K2026-10-21
Intergy Private Wealth, LLC
UNCHANGED3,1653,16500%$449.1K$459.1K+$10.0K2026-10-16
Salem Investment Counselors Inc
UNCHANGED3,1513,15100%$447.1K$457.0K+$9.9K2026-10-13
Cambridge Advisors Inc.
DECREASED3,1063,130-24-1%$444.1K$450.5K+$6.4K2026-10-19
Aprio Wealth Management, LLC
DECREASED3,0723,093-21-1%$438.8K$445.5K+$6.7K2026-10-28
Traynor Capital Management, Inc.
INCREASED3,0622,796+266+10%$396.7K$444.1K+$47.4K2026-10-29
Alchemi Wealth, LLC
NEW3,052—+3,052——$442.7K—2026-11-04
KWB Wealth
UNCHANGED3,0403,04000%$431.3K$440.9K+$9.6K2026-10-16
Elevation Wealth Management LLC
DECREASED3,0313,118-87-3%$442.4K$439.6K-$2.8K2026-11-02
Chapin Davis, Inc.
DECREASED2,9983,875-877-23%$549.8K$434.8K-$115.0K2026-10-09
Guidance Capital, Inc
UNCHANGED2,9752,97500%$425.9K$427.4K+$1.5K2026-11-03
Basso Capital Management, L.P.
UNCHANGED2,9582,95800%$419.7K$429.0K+$9.3K2026-10-30
Summit Financial Strategies, Inc.
DECREASED2,9243,085-161-5%$437.7K$424.1K-$13.6K2026-10-14
KCM Investment Advisors LLC
DECREASED2,9092,980-71-2%$422.8K$421.9K-$9112026-10-27
D.A. Davidson & Co.
INCREASED2,9012,870+31+1%$407.2K$420.8K+$13.5K2026-10-28
Integrity Alliance, Llc.
DECREASED2,7933,342-549-16%$474.2K$405.2K-$69.0K2026-10-29
Destiny Capital Corp
UNCHANGED2,7852,78500%$395.2K$403.9K+$8.8K2026-11-03
Gamma Investing LLC
UNCHANGED2,7592,75900%$391.5K$400.2K+$8.7K2026-10-08
Powell Investment Advisors, LLC
DECREASED2,7374,327-1,590-37%$614.0K$396.9K-$217.1K2026-10-22
Signature Equity Partners, LLC
DECREASED2,6722,819-147-5%$400.1K$387.5K-$12.5K2026-10-29
Ascent Group, LLC
UNCHANGED2,6292,62900%$373.0K$381.3K+$8.3K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED2,6182,617+1+0%$371.4K$379.8K+$8.4K2026-11-05
Busey Bank
INCREASED2,6152,559+56+2%$363.1K$379.3K+$16.2K2026-10-26
Synergy Asset Management, LLC
UNCHANGED2,6092,60900%$370.2K$378.4K+$8.2K2026-11-05
Midwest Trust Co
DECREASED2,5293,076-547-18%$436.5K$366.8K-$69.6K2026-10-22
Plimoth Trust Co LLC
UNCHANGED2,4992,49900%$354.6K$362.5K+$7.9K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED2,474281+2,193+780%$40.0K$359.0K+$319.0K2026-10-14
Titleist Asset Management, LLC
UNCHANGED2,4362,43600%$345.6K$353.3K+$7.7K2026-10-08
Blue Water Asset Management
UNCHANGED2,4342,43400%$345.3K$353.0K+$7.7K2026-11-04
MBL Wealth, LLC
UNCHANGED2,3702,37000%$336.3K$343.7K+$7.5K2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED2,3622,391-29-1%$339.2K$342.6K+$3.4K2026-10-16
LVZ, Inc.
UNCHANGED2,2622,26200%$321.0K$328.1K+$7.1K2026-10-20
Ashton Thomas Securities, LLC
UNCHANGED2,2392,23900%$317.7K$324.7K+$7.1K2026-10-26
Optima Capital LLC
INCREASED2,2122,205+7+0%$312.9K$320.8K+$7.9K2026-10-29
Washington Trust Advisors, Inc.
DECREASED2,1933,159-966-31%$448.2K$318.1K-$130.2K2026-10-22
BIP Wealth, LLC
DECREASED2,1892,250-61-3%$319.3K$317.5K-$1.8K2026-10-22
Prospera Financial Services Inc
INCREASED2,1661,886+280+15%$267.6K$312.5K+$44.9K2026-11-04
Advisory Solutions Group, LLC
DECREASED2,1484,050-1,902-47%$574.7K$311.6K-$263.1K2026-10-14
Abound Wealth Management
DECREASED2,1362,181-45-2%$309.5K$309.8K+$3432026-10-26
TD Private Client Wealth LLC
INCREASED2,1262,035+91+4%$288.7K$308.4K+$19.6K2026-10-28
Lantern Wealth Advisors, LLC
INCREASED2,0502,044+6+0%$290.0K$297.3K+$7.4K2026-10-22
Prime Capital Investment Advisors, LLC
UNCHANGED2,0172,01700%$286.2K$292.5K+$6.4K2026-10-20
PKS Advisory Services, LLC
UNCHANGED2,0132,01300%$285.6K$285.6K$02026-10-26
Vontobel Holding Ltd.
UNCHANGED2,0002,00000%$283.8K$290.1K+$6.3K2026-10-16
Hummer Financial Advisory Services Inc
UNCHANGED2,0002,00000%$283.8K$290.1K+$6.3K2026-10-09
Angeles Wealth Management, LLC
DECREASED1,9753,591-1,616-45%$509.5K$286.5K-$223.1K2026-10-26
Aerodigm Wealth, LLC
UNCHANGED1,9691,96900%$279.4K$285.6K+$6.2K2026-10-16
Daymark Wealth Partners, LLC
INCREASED1,9681,964+4+0%$278.7K$285.4K+$6.7K2026-11-04
Abner Herrman & Brock LLC
NEW1,962—+1,962——$285.0K—2026-10-20
Owl Creek Wealth Partners LLC
UNCHANGED1,9591,95900%$278.0K$284.1K+$6.2K2026-10-20
First Horizon Corp
UNCHANGED1,8671,86700%$264.9K$270.8K+$5.9K2026-10-26
Bright Financial Advisors, Inc.
UNCHANGED1,8571,85700%$263.5K$269.3K+$5.8K2026-10-23
World Equity Group, Inc.
DECREASED1,8093,219-1,410-44%$456.7K$262.4K-$194.4K2026-10-14
Genesee Capital Advisors, LLC
UNCHANGED1,7731,77300%$251.6K$257.2K+$5.6K2026-10-20
Chiron Capital Management, LLC
UNCHANGED1,7651,76500%$250.4K$256.0K+$5.6K2026-10-15
Fragasso Financial Advisors Inc
NEW1,752—+1,752——$259.7K—2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED1,7501,75000%$248.3K$253.8K+$5.5K2026-11-04
Brookstone Capital Management
INCREASED1,7481,739+9+1%$246.8K$253.5K+$6.7K2026-10-22
Stirlingshire Investments, Inc.
INCREASED1,6961,547+149+10%$219.5K$245.9K+$26.5K2026-11-05
Echo45 Advisors LLC
NEW1,680—+1,680——$243.7K—2026-10-07
International Assets Investment Management, LLC
INCREASED1,6511,230+421+34%$174.5K$240.2K+$65.8K2026-11-02
Vaquero Private Wealth, LTD
UNCHANGED1,6501,65000%$234.1K$239.3K+$5.2K2026-10-27
Sigma Planning Corp
DECREASED1,5981,622-24-1%$230.1K$231.8K+$1.6K2026-10-23
Enzi Wealth
UNCHANGED1,5871,58700%$227.1K$235.2K+$8.1K2026-10-14
First Hawaiian Bank
UNCHANGED1,5861,58600%$225.0K$230.0K+$5.0K2026-10-14
Harbour Capital Advisors, LLC
UNCHANGED1,5851,58500%$227.8K$229.9K+$2.1K2026-10-13
Fermata Advisors, LLC
INCREASED1,5731,570+3+0%$222.8K$228.2K+$5.4K2026-10-13
Klingman & Associates, LLC
UNCHANGED1,5711,57100%$222.9K$227.9K+$4.9K2026-10-20
Valeo Financial Advisors, LLC
INCREASED1,5651,538+27+2%$218.3K$227.0K+$8.7K2026-10-08
Park Avenue Securities LLC
NEW1,543—+1,543——$224.0K—2026-10-26
Cornerstone Planning Group LLC
UNCHANGED1,5311,53100%$218.0K$227.0K+$9.0K2026-10-16
Columbia Bank
UNCHANGED1,4921,49200%$211.7K$216.4K+$4.7K2026-10-29
Stonehaven Wealth & TAX Solutions, LLC
UNCHANGED1,4871,48700%$211.0K$215.7K+$4.7K2026-10-22
Jacksonville Wealth Management, LLC
UNCHANGED1,4821,48200%$210.3K$214.9K+$4.7K2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED1,4662,244-778-35%$318.5K$212.6K-$105.8K2026-10-23
Successful Portfolios LLC
DECREASED1,4501,654-204-12%$236.7K$213.5K-$23.2K2026-10-09
Foster Victor Wealth Advisors, LLC
NEW1,449—+1,449——$212.1K—2026-10-21
Ballast Financial Advisors LLC
NEW1,406—+1,406——$203.9K—2026-10-26
Ullmann Wealth Partners Group, LLC
NEW1,400—+1,400——$203.1K—2026-11-02
Philadelphia Trust Co
NEW1,395—+1,395——$202.0K—2026-11-05
White Lighthouse Investment Management Inc.
NEW1,392—+1,392——$201.9K—2026-10-21
MCF Advisors LLC
DECREASED1,3891,392-30%$197.6K$201.5K+$3.9K2026-10-28
Clear Creek Financial Management, LLC
NEW1,382—+1,382——$200.4K—2026-10-28
Cypress Wealth Services, LLC
NEW1,353—+1,353——$200.1K—2026-10-21
Larson Financial Group LLC
INCREASED1,2121,208+4+0%$171.4K$175.8K+$4.4K2026-11-05
GHP Investment Advisors, Inc.
NEW1,040—+1,040——$150.8K—2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED1,0201,02000%$144.7K$147.9K+$3.2K2026-10-22
Latitude Advisors, LLC
NEW951—+951——$138.0K—2026-10-27
Bfsg, LLC
UNCHANGED92692600%$131.4K$134.3K+$2.9K2026-10-30
Harbor Asset Planning, Inc.
INCREASED832830+2+0%$117.7K$120.7K+$3.0K2026-10-23
Mather Group, Llc.
INCREASED823562+261+46%$79.7K$119.4K+$39.6K2026-10-14
Asset Dedication, LLC
UNCHANGED74074000%$105.0K$107.3K+$2.3K2026-11-03
Citigroup Inc
INCREASED733465+268+58%$66.0K$106.3K+$40.3K2026-11-04
Golden State Wealth Management, LLC
INCREASED709707+2+0%$100.4K$103.0K+$2.6K2026-11-02
Tompkins Financial Corp
UNCHANGED65965900%$93.5K$95.6K+$2.1K2026-10-05
Lanark Financial, Inc.
INCREASED648392+256+65%$55.6K$94.0K+$38.4K2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED57157100%$81.0K$82.8K+$1.8K2026-10-23
Central Pacific Bank - Trust Division
DECREASED535537-20%$76.2K$77.6K+$1.4K2026-10-06
Central Trust Co
UNCHANGED52352300%$74.2K$75.9K+$1.6K2026-11-05
JFS Wealth Advisors, LLC
DECREASED494858-364-42%$121.7K$71.7K-$50.1K2026-11-03
Kozak & Associates, Inc.
UNCHANGED48548500%$68.8K$71.5K+$2.7K2026-10-29
Plante Moran Financial Advisors, LLC
UNCHANGED46346300%$65.6K$67.1K+$1.5K2026-11-04
Salomon & Ludwin, LLC
DECREASED449478-29-6%$67.8K$65.1K-$2.7K2026-10-29
Signaturefd, LLC
DECREASED444611-167-27%$86.8K$64.5K-$22.3K2026-10-23
Jacobi Capital Management LLC
NEW436—+436——$63.2K—2026-11-05
Bokf, NA
UNCHANGED43543500%$61.7K$63.1K+$1.4K2026-10-27
Trust Co of Vermont
UNCHANGED43343300%$61.4K$62.8K+$1.4K2026-10-21
Ascentis Independent Advisors
NEW427—+427——$61.9K—2026-11-03
Halbert Hargrove Global Advisors, LLC
UNCHANGED41941900%$59.5K$60.8K+$1.3K2026-10-16
Trust Co of Toledo NA
UNCHANGED41841800%$59.3K$60.6K+$1.3K2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED41741700%$59.2K$60.5K+$1.3K2026-10-22
Private Wealth Management Group, LLC
UNCHANGED39639600%$56.2K$57.4K+$1.2K2026-10-19
Triumph Capital Management
UNCHANGED36636600%$51.9K$53.1K+$1.2K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED35535500%$50.4K$51.5K+$1.1K2026-10-15
Register Financial Advisors LLC
INCREASED352351+1+0%$49.8K$51.0K+$1.3K2026-10-23
Maseco LLP
DECREASED310516-206-40%$73.2K$44.9K-$28.3K2026-10-27
Root Financial Partners, LLC
NEW309—+309——$44.8K—2026-10-21
Brown, Lisle Ings, Inc.
INCREASED292174+118+68%$24.7K$42.4K+$17.7K2026-10-16
Harbor Investment Advisory, LLC
DECREASED288380-92-24%$53.9K$41.8K-$12.1K2026-10-13
SYM Financial Corp
NEW276—+276——$40.0K—2026-10-26
Rossby Financial, LCC
INCREASED258218+40+18%$30.9K$37.4K+$6.5K2026-11-05
Pittenger & Anderson Inc
UNCHANGED25025000%$35.5K$36.3K+$7872026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED245315-70-22%$44.7K$35.5K-$9.2K2026-10-29
Nova Financial LLC
NEW227—+227——$32.9K—2026-11-04
Noble Wealth Management PBC
DECREASED205365-160-44%$51.8K$29.7K-$22.1K2026-10-01
Tradewinds Capital Management, LLC
UNCHANGED20020000%$28.4K$29.0K+$6302026-10-23
Cullen T Bankers, Inc.
DECREASED1991,021-822-81%$144.8K$28.9K-$115.9K2026-10-28
Jnba Financial Advisors
UNCHANGED19719700%$28.0K$28.6K+$6202026-11-03
Arlington Trust Co LLC
UNCHANGED19619600%$27.8K$28.4K+$6182026-10-20
Pinnacle Bancorp, Inc.
DECREASED186262-76-29%$37.2K$27.0K-$10.2K2026-10-21
Southern Michigan Bank & Trust
UNCHANGED17717700%$25.1K$25.7K+$5572026-10-19
First United Bank & Trust
UNCHANGED16716700%$23.7K$24.2K+$5262026-10-22
Tsfg, LLC
DECREASED159178-19-11%$25$23.0K+$23.0K2026-10-23
Goodman Advisory Group, LLC
NEW157—+157——$22.8K—2026-11-02
Key Capital Management, Inc
UNCHANGED14714700%$20.9K$21.3K+$4632026-11-03
Roxbury Financial LLC
DECREASED143153-10-7%$21.7K$20.8K-$9042026-10-01
Concord Wealth Partners
INCREASED143142+1+1%$20.2K$20.7K+$5132026-11-02
Creative Financial Designs Inc
INCREASED138113+25+22%$16.0K$20.0K+$4.0K2026-11-04
Nfsg Corp
UNCHANGED13213200%$18.7K$19.1K+$4162026-10-15
Activest Wealth Management
UNCHANGED12712700%$18.0K$18.4K+$4002026-10-15
Blue Trust, Inc.
DECREASED126164-38-23%$23.3K$18.3K-$5.0K2026-10-15
General Partner, Inc.
UNCHANGED11611600%$16.5K$16.8K+$3662026-10-05
Duncker Streett & Co Inc
UNCHANGED11411400%$16.2K$16.5K+$3602026-10-27
Burkett Financial Services, LLC
NEW106—+106——$15.4K—2026-10-01
TFC Financial Management, Inc.
DECREASED102147-45-31%$20.9K$14.8K-$6.1K2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED868600%$12.2K$12.5K+$2702026-10-30
CGC Financial Services, LLC
UNCHANGED818100%$11.5K$11.7K+$2552026-10-13
MV Capital Management, Inc.
UNCHANGED757500%$10.6K$10.9K+$2362026-10-29
Versant Capital Management, Inc
UNCHANGED737300%$10.4K$10.6K+$2302026-10-02
Hilltop National Bank
UNCHANGED656500%$9.2K$9.4K+$2052026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED646400%$10$10$02026-11-04
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED555500%$7.8K$8.0K+$1732026-10-28
MTM Investment Management, LLC
UNCHANGED474700%$6.7K$6.8K+$1482026-10-30
Oakworth Capital, Inc.
DECREASED45165-120-73%$23.4K$6.5K-$16.9K2026-10-26
West Paces Advisors Inc.
UNCHANGED434300%$6.1K$6.2K+$1362026-10-13
Entrust Financial LLC
NEW42—+42——$6.1K—2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED404000%$5.7K$5.8K+$1442026-10-07
Olistico Wealth, LLC
NEW39—+39——$5.7K—2026-10-05
Independence Bank of Kentucky
NEW35—+35——$5.1K—2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED3524+11+46%$3.4K$5.1K+$1.7K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED272700%$3.8K$3.9K+$852026-10-23
Gables Capital Management Inc.
UNCHANGED262600%$3.7K$3.8K+$822026-11-04
Horizons Wealth Management
NEW4—+4——$580—2026-10-05
Dumont & Blake Investment Advisors LLC
CLOSED015,144-15,144-100%$2.1M$0-$2.1M2026-10-28
Quantum Financial Planning Services, Inc.
CLOSED04,368-4,368-100%$619.8K$0-$619.8K2026-10-14
Mission Wealth Management, LP
CLOSED02,645-2,645-100%$375.3K$0-$375.3K2026-10-15
Heritage Wealth Management, Inc.
CLOSED02,010-2,010-100%$285.2K$0-$285.2K2026-10-28
Keybank National Association
CLOSED01,609-1,609-100%$228.3K$0-$228.3K2026-11-04
D'Orazio & Associates, Inc.
CLOSED01,578-1,578-100%$223.9K$0-$223.9K2026-11-04
Sagespring Wealth Partners, LLC
CLOSED01,447-1,447-100%$205.3K$0-$205.3K2026-10-22
Able Wealth Management LLC
CLOSED01,434-1,434-100%$203.5K$0-$203.5K2026-10-13
EPG Wealth Management LLC
CLOSED0204-204-100%$29.0K$0-$29.0K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED085-85-100%$12.1K$0-$12.1K2026-10-14
Evolution Wealth Management Inc.
CLOSED019-19-100%$2.7K$0-$2.7K2026-10-28
Wagner Wealth Management, LLC
CLOSED016-16-100%$2.3K$0-$2.3K2026-10-21
Chilton Capital Management LLC
CLOSED015-15-100%$2.1K$0-$2.1K2026-10-28
American Capital Advisory, LLC
CLOSED013-13-100%$1.8K$0-$1.8K2026-10-28
Glass Jacobson Investment Advisors llc
CLOSED06-6-100%$852$0-$8522026-10-26
Wells Fargo & Company
N/A—27,444,512-27,444,512-100%$3.9B———
Northwestern Mutual Wealth Management Co
N/A—6,988,089-6,988,089-100%$991.5M———
Betterment LLC
N/A—5,711,643-5,711,643-100%$810.4M———
Morgan Stanley
N/A—5,039,761-5,039,761-100%$715.1M———
LPL Financial LLC
N/A—3,220,388-3,220,388-100%$456.9M———
Envestnet Asset Management Inc
N/A—3,182,271-3,182,271-100%$451.5M———
Bank of America Corp
N/A—2,730,596-2,730,596-100%$387.4M———
RiverFront Investment Group, LLC
N/A—1,878,543-1,878,543-100%$266.5M———
Goldman Sachs Group Inc
N/A—1,659,535-1,659,535-100%$235.5M———
Raymond James Financial Inc
N/A—1,164,476-1,164,476-100%$165.2M———
Cetera Investment Advisers
N/A—1,025,009-1,025,009-100%$145.4M———
Sfmg, LLC
N/A—870,472-870,472-100%$123.5M———
Riverpoint Wealth Management Holdings, LLC
N/A—658,842-658,842-100%$93.5M———
OneDigital Investment Advisors LLC
N/A—649,813-649,813-100%$92.2M———
Royal Bank of Canada
N/A—644,108-644,108-100%$91.4M———
UBS Group AG
N/A—592,065-592,065-100%$84.0M———
First Foundation Advisors
N/A—446,025-446,025-100%$63.3M———
HighTower Advisors, LLC
N/A—424,857-424,857-100%$60.3M———
Orion Porfolio Solutions, LLC
N/A—417,254-417,254-100%$59.2M———
JPMorgan Chase & Co
N/A—412,095-412,095-100%$58.1M———
Principal Securities, Inc.
N/A—355,063-355,063-100%$50.4M———
Baird Financial Group, Inc.
N/A—341,101-341,101-100%$48.4M———
Steward Partners Investment Advisory, LLC
N/A—339,087-339,087-100%$48.1M———
IAG Wealth Partners, LLC
N/A—321,376-321,376-100%$45.6M———
AQR Capital Management LLC
N/A—278,485-278,485-100%$39.5M———
Janney Montgomery Scott LLC
N/A—273,806-273,806-100%$38.9M———
Kintra Wealth, LLC
N/A—243,260-243,260-100%$36.2M———
Envestnet Portfolio Solutions, Inc.
N/A—240,491-240,491-100%$34.1M———
Captrust Financial Advisors
N/A—234,058-234,058-100%$33.2M———
Osaic Holdings, Inc.
N/A—226,679-226,679-100%$32.2M———
Cornerstone Advisory, LLC
N/A—213,217-213,217-100%$30.3M———
&partners
N/A—200,039-200,039-100%$28.5M———
Kelman-Lazarov, Inc.
N/A—198,590-198,590-100%$28.2M———
MAI Capital Management
N/A—198,088-198,088-100%$28.1M———
Sanctuary Advisors, LLC
N/A—197,268-197,268-100%$28.0M———
NorthStar Asset Management LLC
N/A—183,381-183,381-100%$26.0M———
Gladstone Institutional Advisory LLC
N/A—182,380-182,380-100%$25.9M———
Focus Partners Wealth
N/A—144,090-144,090-100%$20.4M———
GeoWealth Management, LLC
N/A—141,518-141,518-100%$20.1M———
Paul R. Ried Financial Group, LLC
N/A—138,880-138,880-100%$19.7M———
Silicon Valley Capital Partners
N/A—138,245-138,245-100%$19.6M———
Mercer Global Advisors Inc
N/A—138,195-138,195-100%$19.6M———
Rockefeller Capital Management L.P.
N/A—136,356-136,356-100%$19.3M———
Allworth Financial LP
N/A—133,601-133,601-100%$19.0M———
FMR LLC
N/A—113,690-113,690-100%$16.1M———
Mariner, LLC
N/A—107,216-107,216-100%$15.2M———
Novare Capital Management LLC
N/A—106,570-106,570-100%$15.1M———
Family Manage LLC
N/A—97,244-97,244-100%$13.8M———
Strategic Financial Services, Inc.
N/A—93,239-93,239-100%$13.2M———
Cozad Asset Management Inc
N/A—87,794-87,794-100%$12.5M———
Jones Financial Companies Lllp
N/A—83,754-83,754-100%$11.7M———
Regal Investment Advisors LLC
N/A—82,281-82,281-100%$11.7M———
NewEdge Advisors, LLC
N/A—79,874-79,874-100%$11.3M———
Nicholson Meyer Capital Management, Inc.
N/A—79,652-79,652-100%$11.3M———
Horizon Family Wealth, Inc.
N/A—77,927-77,927-100%$11.1M———
Bleakley Financial Group, LLC
N/A—71,424-71,424-100%$10.1M———
Stephens Inc
N/A—69,450-69,450-100%$9.9M———
Cerity Partners LLC
N/A—66,135-66,135-100%$9.4M———
Keebeck Wealth Management
N/A—64,180-64,180-100%$9.1M———
Stifel Financial Corp
N/A—63,361-63,361-100%$9.0M———
Summit Financial, LLC
N/A—61,119-61,119-100%$8.7M———
MML Investors Services, LLC
N/A—54,569-54,569-100%$7.7M———
Fourth Dimension Wealth, LLC
N/A—53,882-53,882-100%$7.6M———
CFO4Life Group, LLC
N/A—53,464-53,464-100%$7.6M———
Arax Advisory Partners
N/A—52,061-52,061-100%$7.4M———
Arvest Bank Trust Division
N/A—50,971-50,971-100%$7.2M———
Benjamin Edwards Inc
N/A—50,217-50,217-100%$7.1M———
CVA Family Office, LLC
N/A—48,909-48,909-100%$6.9M———
Integrated Wealth Concepts LLC
N/A—45,120-45,120-100%$6.4M———
Plotkin Financial Advisors, LLC
N/A—44,303-44,303-100%$6.3M———
FCA Corp
N/A—44,158-44,158-100%$6.3M———
Bellars Harris Wealth Management, LLC
N/A—41,470-41,470-100%$5.9M———
Private Advisor Group, LLC
N/A—41,305-41,305-100%$5.9M———
Equitable Holdings, Inc.
N/A—39,558-39,558-100%$5.6M———
Texas Yale Capital Corp.
N/A—37,035-37,035-100%$5.3M———
Arkadios Wealth Advisors
N/A—36,869-36,869-100%$5.2M———
Wealthspire Advisors, LLC
N/A—36,030-36,030-100%$5.1M———
Fiduciary Financial Advisors
N/A—33,947-33,947-100%$4.8M———
Harbour Investments, Inc.
N/A—33,647-33,647-100%$4.8M———
Clearwater Capital Advisors, LLC
N/A—32,160-32,160-100%$4.6M———
Quantinno Capital Management LP
N/A—30,756-30,756-100%$4.4M———
Advisors Capital Management, LLC
N/A—29,860-29,860-100%$4.2M———
Wealthfront Advisers LLC
N/A—28,223-28,223-100%$4.0M———
GTS Securities LLC
N/A—25,086-25,086-100%$3.6M———
Focus Partners Advisor Solutions, LLC
N/A—24,469-24,469-100%$3.5M———
O'shaughnessy Asset Management, LLC
N/A—23,761-23,761-100%$3.4M———
Mason & Associates Inc
N/A—22,997-22,997-100%$3.3M———
Shufro Rose & Co LLC
N/A—22,358-22,358-100%$3.2M———
Merit Financial Group, LLC
N/A—22,219-22,219-100%$3.2M———
Integrated Wealthcare, LLC
N/A—22,166-22,166-100%$3.1M———
Ascension Capital Advisors, Inc.
N/A—22,115-22,115-100%$3.1M———
Ancora Advisors LLCA
N/A—21,566-21,566-100%$3.1M———
LifePlan Investment Advisors, Inc.
N/A—21,266-21,266-100%$3.0M———
HRT Financial LP
N/A—21,247-21,247-100%$3.0M———
Northern Trust Corp
N/A—20,865-20,865-100%$3.0M———
Manning & Napier Advisors LLC
N/A—20,548-20,548-100%$2.9M———
Founders Financial Alliance, LLC
N/A—20,500-20,500-100%$2.9M———
Everest Private Wealth
N/A—20,422-20,422-100%$2.9M———
Ameriprise Financial Inc
N/A—20,327-20,327-100%$2.9M———
Cvfg LLC
N/A—19,252-19,252-100%$2.7M———
Dopkins Wealth Management, LLC
N/A—17,895-17,895-100%$2.5M———
Sierra Capital LLC
N/A—17,848-17,848-100%$2.5M———
BlackRock, Inc.
N/A—17,719-17,719-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—17,575-17,575-100%$2.5M———
Renaissance Technologies LLC
N/A—16,000-16,000-100%$2.3M———
Great Lakes Advisors, LLC
N/A—15,904-15,904-100%$2.3M———
Global Retirement Partners, LLC
N/A—15,542-15,542-100%$2.2M———
Natixis Advisors, LLC
N/A—15,083-15,083-100%$2.1M———
Great Valley Advisor Group, Inc.
N/A—14,996-14,996-100%$2.1M———
Liberty One Investment Management, LLC
N/A—14,490-14,490-100%$2.1M———
Eaton Financial Holdings Company, LLC
N/A—14,400-14,400-100%$2.0M———
PFG Investments, LLC
N/A—13,583-13,583-100%$1.9M———
Hamilton Wealth, LLC
N/A—13,151-13,151-100%$1.9M———
World Investment Advisors
N/A—11,967-11,967-100%$1.7M———
Advisory Services Network, LLC
N/A—11,488-11,488-100%$1.6M———
Stratos Wealth Advisors, LLC
N/A—10,864-10,864-100%$1.5M———
Fiduciary Trust Co
N/A—10,826-10,826-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—10,784-10,784-100%$1.5M———
Tobias Financial Advisors, Inc.
N/A—10,687-10,687-100%$1.5M———
Clearstead Advisors, LLC
N/A—10,534-10,534-100%$1.5M———
HighPoint Advisor Group LLC
N/A—10,517-10,517-100%$1.5M———
Ducere Wealth Management LLC
N/A—10,401-10,401-100%$1.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—9,757-9,757-100%$1.4M———
17 Capital Partners, LLC
N/A—9,748-9,748-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—9,125-9,125-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—9,077-9,077-100%$1.3M———
Modern Wealth Management, LLC
N/A—8,981-8,981-100%$1.3M———
Moneta Group Investment Advisors LLC
N/A—8,905-8,905-100%$1.3M———
SageView Advisory Group, LLC
N/A—8,818-8,818-100%$1.3M———
American Trust
N/A—8,768-8,768-100%$1.2M———
Vanguard Advisers Inc
N/A—8,691-8,691-100%$1.2M———
NewEdge Wealth, LLC
N/A—8,667-8,667-100%$1.2M———
XTX Topco Ltd
N/A—8,415-8,415-100%$1.2M———
Brown Advisory Inc
N/A—8,353-8,353-100%$1.2M———
Goldstone Financial Group, LLC
N/A—8,112-8,112-100%$1.2M———
MB Generational Wealth, LLC
N/A—7,961-7,961-100%$1.1M———
Spirepoint Private Client, LLC
N/A—7,658-7,658-100%$1.1M———
Mission Creek Capital Partners, Inc.
N/A—7,283-7,283-100%$1.0M———
Potentia Wealth
N/A—6,913-6,913-100%$980.9K———
Serenus Wealth Advisors, LLC
N/A—6,819-6,819-100%$967.5K———
Rothschild Wealth LLC
N/A—6,787-6,787-100%$963.0K———
Financial Engines Advisors L.L.C.
N/A—6,771-6,771-100%$960.8K———
TD Capital Management LLC
N/A—6,718-6,718-100%$953.2K———
Bank of Montreal
N/A—6,715-6,715-100%$952.8K———
EP Wealth Advisors, LLC
N/A—6,685-6,685-100%$948.5K———
Moors & Cabot, Inc.
N/A—6,613-6,613-100%$938.4K———
Aptus Capital Advisors, LLC
N/A—6,508-6,508-100%$923.4K———
Schrum Private Wealth Management LLC
N/A—6,449-6,449-100%$694.3K———
Fidelis Capital Partners, LLC
N/A—6,424-6,424-100%$911.5K———
Pine Valley Investments Ltd Liability Co
N/A—6,411-6,411-100%$909.7K———
QRG Capital Management, Inc.
N/A—6,083-6,083-100%$863.1K———
49 Wealth Management, LLC
N/A—5,779-5,779-100%$820.0K———
Alongside, LLC
N/A—5,779-5,779-100%$820.0K———
CIBC Bancorp USA Inc.
N/A—5,755-5,755-100%$816.6K———
Pacific Point Advisors, LLC
N/A—5,743-5,743-100%$814.9K———
Morris Financial Concepts, Inc.
N/A—5,486-5,486-100%$778.4K———
Alteri Wealth LLC
N/A—5,343-5,343-100%$758.1K———
Advance Capital Management, Inc.
N/A—5,289-5,289-100%$750.5K———
Advyzon Investment Management, LLC
N/A—5,148-5,148-100%$730.4K———
Cresset Asset Management, LLC
N/A—5,127-5,127-100%$727.4K———
Private Wealth Asset Management, LLC
N/A—5,048-5,048-100%$716.3K———
Signet Private Wealth LLC
N/A—5,026-5,026-100%$713.1K———
Smith, Moore & Co.
N/A—5,010-5,010-100%$710.8K———
Empire Financial Management Company, LLC
N/A—5,010-5,010-100%$710.9K———
Savvy Advisors, Inc.
N/A—4,944-4,944-100%$701.5K———
Truepoint, Inc.
N/A—4,696-4,696-100%$666.3K———
Donaldson Capital Management, LLC
N/A—4,684-4,684-100%$664.6K———
Axis Wealth Partners, LLC
N/A—4,666-4,666-100%$662.1K———
Cofg Advisors, LLC
N/A—4,627-4,627-100%$656.5K———
Susquehanna International Group, LLP
N/A—4,604-4,604-100%$653.3K———
Transamerica Financial Advisors, LLC
N/A—4,593-4,593-100%$651.8K———
IEQ Capital, LLC
N/A—4,553-4,553-100%$646.0K———
Kingsview Wealth Management, LLC
N/A—4,537-4,537-100%$643.7K———
AE Wealth Management LLC
N/A—4,522-4,522-100%$641.8K———
Waverly Advisors, LLC
N/A—4,400-4,400-100%$624.3K———
Blair William & Co
N/A—4,355-4,355-100%$617.9K———
Western Wealth Management, LLC
N/A—4,329-4,329-100%$614.3K———
LRI Investments, LLC
N/A—4,308-4,308-100%$611.3K———
Russell Investments Group, Ltd.
N/A—4,213-4,213-100%$597.8K———
Pinnacle Financial Partners, Inc.
N/A—4,160-4,160-100%$590.3K———
Clark Capital Management Group, Inc.
N/A—4,153-4,153-100%$589.3K———
Composition Wealth, LLC
N/A—3,966-3,966-100%$562.8K———
Wealth Alliance, LLC
N/A—3,954-3,954-100%$561.0K———
Ellevest, Inc.
N/A—3,839-3,839-100%$544.7K———
UBS Asset Management Americas LLC
N/A—3,815-3,815-100%$541.3K———
Pathstone Holdings, LLC
N/A—3,714-3,714-100%$526.9K———
Nuveen, LLC
N/A—3,686-3,686-100%$523.0K———
Mutual Advisors, LLC
N/A—3,663-3,663-100%$519.7K———
Stratos Wealth Partners, Ltd.
N/A—3,661-3,661-100%$519.6K———
Stratos Investment Management, LLC
N/A—3,371-3,371-100%$478.4K———
Foundations Investment Advisors, LLC
N/A—3,264-3,264-100%$463.1K———
Daybright Advisory Services, Inc.
N/A—3,251-3,251-100%$464.2K———
Kovack Advisors, Inc.
N/A—3,241-3,241-100%$459.7K———
Perennial Investment Advisors, LLC
N/A—3,153-3,153-100%$447.4K———
Commerce Bank
N/A—3,075-3,075-100%$436.3K———
Ausdal Financial Partners, Inc.
N/A—3,054-3,054-100%$433.2K———
January Capital Advisors LLC
N/A—3,040-3,040-100%$431.3K———
Silver OAK Securities, Incorporated
N/A—2,995-2,995-100%$425.0K———
Fayez Sarofim & Co
N/A—2,975-2,975-100%$422.1K———
Freestone Capital Holdings, LLC
N/A—2,971-2,971-100%$421.6K———
RPS Advisory Solutions LLC
N/A—2,950-2,950-100%$418.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,856-2,856-100%$405.2K———
OneAscent Wealth Management LLC
N/A—2,788-2,788-100%$395.6K———
Leavell Investment Management, Inc.
N/A—2,776-2,776-100%$393.9K———
First Trust Advisors LP
N/A—2,685-2,685-100%$381.0K———
Choate Investment Advisors
N/A—2,640-2,640-100%$374.6K———
Fiducient Advisors LLC
N/A—2,618-2,618-100%$371.5K———
Pgim Custom Harvest LLC
N/A—2,601-2,601-100%$369.0K———
Zacks Investment Management
N/A—2,481-2,481-100%$352.0K———
Collaborative Wealth Managment Inc.
N/A—2,448-2,448-100%$347.3K———
Keystone Financial Group
N/A—2,366-2,366-100%$335.7K———
Aspen Grove Capital, LLC
N/A—2,262-2,262-100%$321.0K———
JMG Financial Group, Ltd.
N/A—2,253-2,253-100%$319.6K———
Twin Peaks Wealth Advisors, LLC
N/A—2,234-2,234-100%$317.0K———
Cauble & Harre Wealth Management, Inc.
N/A—2,232-2,232-100%$316.7K———
Xcelsior Advisor Partners LLC
N/A—2,192-2,192-100%$311.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,092-2,092-100%$296.8K———
Inspire Advisors, LLC
N/A—2,011-2,011-100%$285.3K———
Range Advisory, LLC
N/A—2,006-2,006-100%$284.6K———
Belpointe Asset Management LLC
N/A—1,981-1,981-100%$281.2K———
BBR Partners, LLC
N/A—1,936-1,936-100%$274.7K———
M&T Bank Corp
N/A—1,851-1,851-100%$262.6K———
Drucker Wealth 3.0, LLC
N/A—1,826-1,826-100%$259.1K———
CreativeOne Wealth, LLC
N/A—1,814-1,814-100%$257.4K———
Vident Advisory, LLC
N/A—1,803-1,803-100%$255.8K———
OneAscent Family Office, LLC
N/A—1,799-1,799-100%$255.3K———
Alesco Advisors, LLC, An ESL Co
N/A—1,761-1,761-100%$249.9K———
PCM Encore, LLC
N/A—1,709-1,709-100%$242.5K———
NorthRock Partners, LLC
N/A—1,694-1,694-100%$240.4K———
HHM Wealth Advisors, LLC
N/A—1,688-1,688-100%$239.5K———
Painted Porch Advisors LLC
N/A—1,683-1,683-100%$238.8K———
SHP Wealth Management
N/A—1,669-1,669-100%$236.8K———
Peak Planning Group, LLC
N/A—1,641-1,641-100%$232.8K———
Chicago Wealth Management, Inc.
N/A—1,638-1,638-100%$232.4K———
Prosperity Consulting Group, LLC
N/A—1,530-1,530-100%$217.1K———
Franklin Resources Inc
N/A—1,523-1,523-100%$216.1K———
Neuberger Berman Group LLC
N/A—1,501-1,501-100%$213.0K———
Financial Advisors Network, Inc.
N/A—1,458-1,458-100%$206.9K———
Cary Street Partners Financial LLC
N/A—1,451-1,451-100%$205.9K———
Entelevest, LLC
N/A—1,433-1,433-100%$203.4K———
Smartleaf Asset Management LLC
N/A—1,413-1,413-100%$199.1K———
Northstar Advisory Group, LLC
N/A—1,413-1,413-100%$200.5K———
Crewe Advisors LLC
N/A—1,390-1,390-100%$197.2K———
UMB Bank, n.a.
N/A—1,356-1,356-100%$192.4K———
CNB Bank
N/A—1,127-1,127-100%$159.9K———
IMA Advisory Services, Inc.
N/A—1,079-1,079-100%$153.1K———
BFC Planning, Inc.
N/A—1,069-1,069-100%$151.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,037-1,037-100%$147.2K———
Huntington National Bank
N/A—968-968-100%$137.4K———
Aventura Private Wealth, LLC
N/A—944-944-100%$133.9K———
Napier Financial, LLC
N/A—915-915-100%$129.8K———
Millstone Evans Group, LLC
N/A—910-910-100%$129.1K———
IFG Advisory, LLC
N/A—880-880-100%$124.9K———
Colonial Trust Co / SC
N/A—874-874-100%$124.0K———
Tradewinds, Llc.
N/A—844-844-100%$314.6K———
Whittier Trust Co
N/A—802-802-100%$114.5K———
Johnson Financial Group, Inc.
N/A—737-737-100%$104.6K———
Investment Counsel Co of Nevada
N/A—687-687-100%$97.5K———
Roble, Belko & Company, Inc
N/A—677-677-100%$96.0K———
Anchor Investment Management, LLC
N/A—646-646-100%$91.7K———
Sittner & Nelson, LLC
N/A—639-639-100%$90.7K———
Brown Brothers Harriman & Co
N/A—615-615-100%$87.3K———
Atlantic Union Bankshares Corp
N/A—596-596-100%$84.6K———
Hantz Financial Services, Inc.
N/A—584-584-100%$83.0K———
MidFirst Bank
N/A—557-557-100%$79.0K———
Riverview Trust Co
N/A—533-533-100%$75.6K———
Oakmont Advisory Group, LLC
N/A—530-530-100%$75.2K———
Highland Investment Advisors LLC
N/A—484-484-100%$68.7K———
Glen Eagle Advisors, LLC
N/A—454-454-100%$64.4K———
Continuum Advisory, LLC
N/A—406-406-100%$57.6K———
ESL Trust Services, LLC
N/A—399-399-100%$56.6K———
Whittier Trust Co of Nevada Inc
N/A—386-386-100%$54.9K———
Harborfront Financial Group LLC
N/A—385-385-100%$54.6K———
Strategic Wealth Partners, Ltd.
N/A—382-382-100%$54.2K———
Greykasell Wealth Strategies, Inc.
N/A—381-381-100%$54.1K———
SOA Wealth Advisors, Llc.
N/A—380-380-100%$53.9K———
Tidemark, LLC
N/A—358-358-100%$50.7K———
Rialto Wealth Management, LLC
N/A—324-324-100%$46.0K———
HM Payson & Co
N/A—322-322-100%$45.7K———
Geneos Wealth Management Inc.
N/A—308-308-100%$43.7K———
Vision Retirement, LLC
N/A—307-307-100%$43.6K———
Keating Financial Advisory Services, Inc.
N/A—301-301-100%$42.7K———
Kilter Group LLC
N/A—270-270-100%$38.3K———
Tower Research Capital LLC (TRC)
N/A—253-253-100%$35.9K———
Westend Capital Management, LLC
N/A—240-240-100%$34.1K———
Bogart Wealth, LLC
N/A—218-218-100%$30.9K———
Caldwell Sutter Capital, Inc.
N/A—199-199-100%$28.2K———
EFG International AG
N/A—185-185-100%$26.3K———
Tiaa Wealth Investment Management LLC
N/A—183-183-100%$25.8K———
HFM Investment Advisors, LLC
N/A—149-149-100%$21.1K———
Security National Bank of SO DAK
N/A—130-130-100%$18.4K———
Rothschild Investment LLC
N/A—119-119-100%$16.9K———
Webster Bank, N. A.
N/A—113-113-100%$16.0K———
N.E.W. Advisory Services LLC
N/A—97-97-100%$13.8K———
Kerr Financial Planning Corp
N/A—81-81-100%$11.5K———
Medallion Wealth Advisors, LLC
N/A—73-73-100%$10.4K———
Mpwm Advisory Solutions, LLC
N/A—72-72-100%$10.2K———
Dogwood Wealth Management LLC
N/A—67-67-100%$9.5K———
Lummis Asset Management, LP
N/A—61-61-100%$8.7K———
Rogco, LP
N/A—44-44-100%$6.2K———
Cheviot Value Management, LLC
N/A—30-30-100%$4.3K———
Ameriflex Group, Inc.
N/A—22-22-100%$3.1K———
Godfrey Financial Associates, Inc.
N/A—21-21-100%$3.0K———
Evolution Advisers, Inc.
N/A—17-17-100%$2———
Addison Advisors LLC
N/A—11-11-100%$1.6K———
Crews Bank & Trust
N/A—10-10-100%$1.4K———
Showing 673 of 673 institutions