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Invesco Rafi US 1000 ETF (PRF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares2,732,920 from 2,717,237
Change+15,683 (+1%)
Value$148.8M (+$1.9M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares2,243,176 from 2,175,841
Change+67,335 (+3%)
Value$122.1M (+$4.5M)
Filed 2026-10-28
Arbor Investment Advisors, LLC
INCREASED
Shares2,110,657 from 2,054,047
Change+56,610 (+3%)
Value$114.9M (+$3.9M)
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares1,872,975 from 1,930,191
Change-57,216 (-3%)
Value$101.9M (-$2.3M)
Filed 2026-11-05
Berman McAleer LLC
DECREASED
Shares1,544,416 from 1,558,975
Change-14,559 (-1%)
Value$84.1M (-$168.9K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares1,143,962 from 1,123,915
Change+20,047 (+2%)
Value$62.3M (+$1.5M)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares1,089,241 from 1,100,004
Change-10,763 (-1%)
Value$59.3M (-$145.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares904,098 from 882,845
Change+21,253 (+2%)
Value$50.1M (+$2.0M)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED
Shares803,341 from 805,225
Change-1,884 (0%)
Value$43.7M (+$219.5K)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares739,120 from 767,465
Change-28,345 (-4%)
Value$40.2M (-$1.2M)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
DECREASED
Shares688,303 from 745,956
Change-57,653 (-8%)
Value$37.5M (-$2.8M)
Filed 2026-10-29
Pinnacle Financial Group, LLC / IL
DECREASED
Shares647,428 from 665,074
Change-17,646 (-3%)
Value$35.2M (-$694.4K)
Filed 2026-10-29
Klingman & Associates, LLC
DECREASED
Shares610,759 from 614,153
Change-3,394 (-1%)
Value$33.2M (+$60.9K)
Filed 2026-10-20
Charter Capital Management, Llc\de
DECREASED
Shares601,286 from 604,491
Change-3,205 (-1%)
Value$32.7M (+$67.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares582,653 from 517,849
Change+64,804 (+13%)
Value$31.7M (+$3.7M)
Filed 2026-11-02
Charles Schwab Trust Co
DECREASED
Shares577,019 from 577,465
Change-446 (0%)
Value$31.4M (+$206.7K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares554,451 from 549,418
Change+5,033 (+1%)
Value$30.2M (+$493.7K)
Filed 2026-10-30
Boyum Wealth Architects LLC
DECREASED
Shares527,580 from 535,648
Change-8,068 (-2%)
Value$28.9M (-$244.2K)
Filed 2026-10-06
Saxon Interests, Inc.
DECREASED
Shares516,197 from 575,363
Change-59,166 (-10%)
Value$28.1M (-$3.0M)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares462,286 from 474,260
Change-11,974 (-3%)
Value$25.2M (-$462.1K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares448,371 from 399,520
Change+48,851 (+12%)
Value$24.4M (+$2.8M)
Filed 2026-11-04
Breakwater Capital Group
DECREASED
Shares440,276 from 446,062
Change-5,786 (-1%)
Value$24.0M (-$136.5K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
INCREASED
Shares431,498 from 427,695
Change+3,803 (+1%)
Value$23.5M (+$378.1K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
DECREASED
Shares399,980 from 429,194
Change-29,214 (-7%)
Value$21.8M (-$1.4M)
Filed 2026-10-13
Goodman Advisory Group, LLC
NEW
Shares354,765
Change+354,765
Value$19.3M
Filed 2026-11-02
Montz Harcus Wealth Management LLC
INCREASED
Shares354,137 from 344,750
Change+9,387 (+3%)
Value$19.3M (+$648.8K)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares337,890 from 43,580
Change+294,310 (+675%)
Value$18.4M (+$16.0M)
Filed 2026-10-23
Baker Ellis Asset Management LLC
INCREASED
Shares316,149 from 315,796
Change+353 (+0%)
Value$17.2M (+$145.5K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares315,933 from 315,376
Change+557 (+0%)
Value$17.2M (+$156.5K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares314,877 from 296,645
Change+18,232 (+6%)
Value$17.1M (+$1.1M)
Filed 2026-11-02
Ted Buchan & Co
DECREASED
Shares314,378 from 321,769
Change-7,391 (-2%)
Value$17.1M (-$273.6K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares314,091 from 17,340
Change+296,751 (+1711%)
Value$17.1M (+$16.2M)
Filed 2026-10-28
Stonebridge Financial Group, LLC
DECREASED
Shares263,294 from 265,962
Change-2,668 (-1%)
Value$14.3M (-$38.9K)
Filed 2026-10-01
Rodgers & Associates, LTD
DECREASED
Shares219,096 from 229,435
Change-10,339 (-5%)
Value$11.9M (-$471.0K)
Filed 2026-10-20
Jnba Financial Advisors
DECREASED
Shares203,075 from 210,945
Change-7,870 (-4%)
Value$11.1M (-$344.0K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares201,415 from 199,277
Change+2,138 (+1%)
Value$11.0M (+$196.1K)
Filed 2026-10-22
Arlington Financial Advisors, LLC
DECREASED
Shares183,173 from 190,590
Change-7,417 (-4%)
Value$10.0M (-$327.5K)
Filed 2026-10-19
Woodside Wealth Management LLC
INCREASED
Shares178,000 from 175,165
Change+2,835 (+2%)
Value$9.7M (+$224.4K)
Filed 2026-10-16
Bouvel Investment Partners, LLC
DECREASED
Shares176,416 from 204,067
Change-27,651 (-14%)
Value$9.6M (-$1.4M)
Filed 2026-10-13
Marion Wealth Management
INCREASED
Shares173,255 from 171,946
Change+1,309 (+1%)
Value$9.4M (+$140.1K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
UNCHANGED
Shares170,207 from 170,207
Change0 (0%)
Value$9.3M (+$68.1K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares159,483 from 167,883
Change-8,400 (-5%)
Value$8.7M (-$390.1K)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares156,731 from 129,107
Change+27,624 (+21%)
Value$8.5M (+$1.6M)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
INCREASED
Shares144,707 from 143,409
Change+1,298 (+1%)
Value$7.9M (+$128.0K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares135,963 from 131,119
Change+4,844 (+4%)
Value$7.4M (+$316.1K)
Filed 2026-11-04
Johnson & White Wealth Management, LLC
DECREASED
Shares135,885 from 136,615
Change-730 (-1%)
Value$7.4M (+$14.9K)
Filed 2026-11-03
Creative Capital Management Investments LLC
DECREASED
Shares133,043 from 134,165
Change-1,122 (-1%)
Value$7.2M (-$7.4K)
Filed 2026-10-28
Intelligence Driven Advisers, LLC
DECREASED
Shares131,550 from 135,580
Change-4,030 (-3%)
Value$7.2M (-$165.1K)
Filed 2026-10-09
Journey Advisory Group, LLC
DECREASED
Shares130,484 from 130,768
Change-284 (0%)
Value$7.1M (+$36.9K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares124,314 from 131,505
Change-7,191 (-5%)
Value$6.8M (-$338.8K)
Filed 2026-10-08
Cidel Asset Management Inc
INCREASED
Shares123,783 from 118,132
Change+5,651 (+5%)
Value$6.7M (+$354.8K)
Filed 2026-10-29
Keybank National Association
INCREASED
Shares115,121 from 112,073
Change+3,048 (+3%)
Value$6.3M (+$210.7K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares107,348 from 108,668
Change-1,320 (-1%)
Value$5.8M (-$28.4K)
Filed 2026-10-09
New England Private Wealth Advisors LLC
INCREASED
Shares103,935 from 103,933
Change+2 (0%)
Value$5.7M (+$2.2K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
INCREASED
Shares101,312 from 100,578
Change+734 (+1%)
Value$5.5M (+$80.2K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
DECREASED
Shares97,984 from 99,562
Change-1,578 (-2%)
Value$5.3M (-$46.1K)
Filed 2026-10-26
Precedent Wealth Partners, LLC
DECREASED
Shares93,459 from 95,877
Change-2,418 (-3%)
Value$5.1M (-$93.2K)
Filed 2026-10-21
Curry Webb Wealth Management LLC
UNCHANGED
Shares89,591 from 89,591
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares82,907 from 77,333
Change+5,574 (+7%)
Value$4.5M (+$334.3K)
Filed 2026-11-02
Unique Wealth Strategies, LLC
DECREASED
Shares77,948 from 99,834
Change-21,886 (-22%)
Value$4.2M (-$956.7K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares76,116 from 74,919
Change+1,197 (+2%)
Value$4.1M (+$95.1K)
Filed 2026-11-05
Yoder Wealth Management, Inc.
DECREASED
Shares75,245 from 76,130
Change-885 (-1%)
Value$4.1M (-$17.7K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares74,708 from 78,521
Change-3,813 (-5%)
Value$4.1M (-$176.1K)
Filed 2026-10-06
Central Trust Co
DECREASED
Shares74,385 from 74,393
Change-8 (0%)
Value$4.0M (+$29.3K)
Filed 2026-11-05
Forteris Wealth Management Inc.
INCREASED
Shares70,261 from 70,016
Change+245 (+0%)
Value$3.8M (+$41.3K)
Filed 2026-10-13
KWB Wealth
INCREASED
Shares70,078 from 69,628
Change+450 (+1%)
Value$3.8M (+$52.3K)
Filed 2026-10-16
FDx Advisors, Inc.
DECREASED
Shares61,470 from 63,217
Change-1,747 (-3%)
Value$3.3M (-$70.0K)
Filed 2026-11-05
Security Financial Services, Inc.
DECREASED
Shares61,076 from 61,726
Change-650 (-1%)
Value$3.3M (-$10.7K)
Filed 2026-10-29
Sigma Investment Counselors Inc
DECREASED
Shares60,560 from 62,385
Change-1,825 (-3%)
Value$3.3M (-$74.4K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares60,430 from 60,549
Change-119 (0%)
Value$3.3M (+$17.7K)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares56,301 from 56,017
Change+284 (+1%)
Value$3.1M (+$37.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares53,120 from 37,299
Change+15,821 (+42%)
Value$2.9M (+$876.0K)
Filed 2026-10-08
Bell Investment Advisors, Inc
INCREASED
Shares50,178 from 49,530
Change+648 (+1%)
Value$2.7M (+$55.1K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares48,351 from 48,455
Change-104 (0%)
Value$2.6M (+$9.3K)
Filed 2026-10-23
SigFig Wealth Management, LLC
DECREASED
Shares46,482 from 48,682
Change-2,200 (-5%)
Value$2.5M (-$99.3K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares45,518 from 55,097
Change-9,579 (-17%)
Value$2.5M (-$499.3K)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares44,744 from 44,883
Change-139 (0%)
Value$2.4M (+$10.4K)
Filed 2026-10-16
Navigate Wealth Management, LLC
INCREASED
Shares38,545 from 38,542
Change+3 (+0%)
Value$2.1M (+$44.8K)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares38,422 from 39,249
Change-827 (-2%)
Value$2.1M (-$29.3K)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares35,513 from 35,389
Change+124 (+0%)
Value$1.9M (+$20.9K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED
Shares35,499 from 28,618
Change+6,881 (+24%)
Value$1.9M (+$385.9K)
Filed 2026-10-09
Omni 360 Wealth, Inc.
INCREASED
Shares35,360 from 31,194
Change+4,166 (+13%)
Value$1.9M (+$239.3K)
Filed 2026-10-13
West Financial Advisors, LLC
DECREASED
Shares35,202 from 35,724
Change-522 (-1%)
Value$1.9M (-$14.1K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares35,128 from 35,123
Change+5 (+0%)
Value$1.9M (+$14.3K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares34,161 from 28,803
Change+5,358 (+19%)
Value$1.9M (+$303.2K)
Filed 2026-10-29
Gateway Investment Advisers LLC
INCREASED
Shares33,740 from 32,050
Change+1,690 (+5%)
Value$1.8M (+$104.8K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED
Shares32,645 from 33,043
Change-398 (-1%)
Value$1.8M (-$8.5K)
Filed 2026-11-04
Shakespeare Wealth Management, LLC
DECREASED
Shares32,438 from 34,894
Change-2,456 (-7%)
Value$1.8M (-$119.7K)
Filed 2026-10-28
Fairman Group, LLC
INCREASED
Shares31,749 from 30,391
Change+1,358 (+4%)
Value$1.7M (+$86.1K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
UNCHANGED
Shares31,029 from 31,029
Change0 (0%)
Value$1.7M (+$12.4K)
Filed 2026-11-03
Diversified Portfolios, Inc.
UNCHANGED
Shares30,825 from 30,825
Change0 (0%)
Value$1.7M (+$12.3K)
Filed 2026-11-04
Principle Wealth Partners LLC
UNCHANGED
Shares30,570 from 30,570
Change0 (0%)
Value$1.7M (+$12.2K)
Filed 2026-11-02
Sylvest Advisors, LLC
INCREASED
Shares30,354 from 26,225
Change+4,129 (+16%)
Value$1.7M (+$235.2K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares30,136 from 3,289
Change+26,847 (+816%)
Value$1.7M (+$1.5M)
Filed 2026-11-03
Detalus Advisors, LLC
UNCHANGED
Shares29,810 from 29,810
Change0 (0%)
Value$1.6M (+$11.9K)
Filed 2026-10-15
Whipplewood Advisors, LLC
INCREASED
Shares29,283 from 27,479
Change+1,804 (+7%)
Value$1.6M (+$109.2K)
Filed 2026-10-20
Sterling Financial Planning, Inc.
DECREASED
Shares27,602 from 29,316
Change-1,714 (-6%)
Value$1.5M (-$81.5K)
Filed 2026-10-28
Colorado Capital Management, Inc.
UNCHANGED
Shares27,045 from 27,045
Change0 (0%)
Value$1.5K (+$11)
Filed 2026-10-15
Allen Capital Group, LLC
DECREASED
Shares26,823 from 26,907
Change-84 (0%)
Value$1.5M (+$6.2K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares24,946 from 9,877
Change+15,069 (+153%)
Value$1.4M (+$824.2K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares24,943 from 25,664
Change-721 (-3%)
Value$1.4M (-$29.0K)
Filed 2026-10-28
EnRich Financial Partners LLC
UNCHANGED
Shares24,644 from 24,644
Change0 (0%)
Value$1.3M (+$9.9K)
Filed 2026-10-21
Virtus Family Office LLC
INCREASED
Shares24,437 from 23,807
Change+630 (+3%)
Value$1.3M (+$43.8K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares24,340 from 24,302
Change+38 (+0%)
Value$1.3M (+$11.8K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED
Shares23,831 from 23,831
Change0 (0%)
Value$1.3M (+$9.5K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares23,492 from 23,444
Change+48 (+0%)
Value$1.3M (+$12.0K)
Filed 2026-11-03
FSA Wealth Partners, Inc.
INCREASED
Shares22,625 from 12,185
Change+10,440 (+86%)
Value$1.2M (+$573.1K)
Filed 2026-10-26
City of London Investment Management Co LTD
INCREASED
Shares22,360 from 9,704
Change+12,656 (+130%)
Value$1.2M (+$692.8K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares21,789 from 23,372
Change-1,583 (-7%)
Value$1.2M (-$76.8K)
Filed 2026-10-15
Kaydan Wealth Management, Inc.
DECREASED
Shares20,005 from 21,505
Change-1,500 (-7%)
Value$1.1M (-$73.0K)
Filed 2026-10-08
Summit Place Financial Advisors, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.1M (+$8.0K)
Filed 2026-10-23
Lodestar Private Asset Management LLC
DECREASED
Shares19,980 from 20,390
Change-410 (-2%)
Value$1.1M (-$14.2K)
Filed 2026-10-26
Regions Financial Corp
UNCHANGED
Shares19,816 from 19,816
Change0 (0%)
Value$1.1M (+$7.9K)
Filed 2026-11-05
Austin Asset Management Co Inc
DECREASED
Shares19,666 from 24,266
Change-4,600 (-19%)
Value$1.1M (-$240.7K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares19,009 from 19,009
Change0 (0%)
Value$1.0M (+$7.6K)
Filed 2026-11-02
Center for Financial Planning, Inc.
DECREASED
Shares18,871 from 19,523
Change-652 (-3%)
Value$1.0M (-$27.7K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares18,737 from 17,888
Change+849 (+5%)
Value$1.0M (+$53.4K)
Filed 2026-10-26
Almanack Investment Partners, Llc.
UNCHANGED
Shares18,530 from 18,530
Change0 (0%)
Value$1.0M (+$7.4K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares17,981 from 17,754
Change+227 (+1%)
Value$978.7K (+$19.5K)
Filed 2026-10-29
Cooper Financial Group
DECREASED
Shares17,831 from 17,848
Change-17 (0%)
Value$970.5K (+$6.2K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares17,546 from 16,980
Change+566 (+3%)
Value$955.0K (+$37.6K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
NEW
Shares16,279
Change+16,279
Value$886.1K
Filed 2026-10-16
Davidson Trust Co
DECREASED
Shares16,136 from 16,715
Change-579 (-3%)
Value$878.2K (-$24.9K)
Filed 2026-10-09
Capital Investment Advisors, LLC
DECREASED
Shares16,029 from 18,920
Change-2,891 (-15%)
Value$872.5K (-$149.8K)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
UNCHANGED
Shares15,805 from 15,805
Change0 (0%)
Value$860.3K (+$6.3K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares15,793 from 15,738
Change+55 (+0%)
Value$859.6K (+$9.3K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
UNCHANGED
Shares15,248 from 15,248
Change0 (0%)
Value$829.9K (+$6.1K)
Filed 2026-10-14
GSG Advisors LLC
INCREASED
Shares15,036 from 14,997
Change+39 (+0%)
Value$818.4K (+$8.2K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$816.5K (+$6.0K)
Filed 2026-11-02
MCF Advisors LLC
UNCHANGED
Shares14,697 from 14,697
Change0 (0%)
Value$800.0K (+$5.9K)
Filed 2026-10-28
Evergreen Capital Management LLC
UNCHANGED
Shares14,584 from 14,584
Change0 (0%)
Value$793.8K (+$5.8K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares14,574 from 13,238
Change+1,336 (+10%)
Value$816.9K (+$100.3K)
Filed 2026-10-27
Firestone Capital Management
UNCHANGED
Shares14,260 from 14,260
Change0 (0%)
Value$776.2K (+$5.7K)
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares14,191 from 14,191
Change0 (0%)
Value$772.4K (+$5.7K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares13,754 from 14,283
Change-529 (-4%)
Value$748.6K (-$23.1K)
Filed 2026-10-20
Chapman Financial Group, LLC
DECREASED
Shares13,484 from 16,596
Change-3,112 (-19%)
Value$733.9K (-$162.8K)
Filed 2026-10-26
West Bancorporation Inc
UNCHANGED
Shares12,942 from 12,942
Change0 (0%)
Value$704.4K (+$5.2K)
Filed 2026-10-29
Trust Co of the South
UNCHANGED
Shares12,650 from 12,650
Change0 (0%)
Value$688.5K (+$5.1K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,549 from 12,395
Change+154 (+1%)
Value$683.0K (+$13.3K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares12,411 from 34,739
Change-22,328 (-64%)
Value$675.5K (-$1.2M)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
DECREASED
Shares12,327 from 14,453
Change-2,126 (-15%)
Value$671.0K (-$109.9K)
Filed 2026-10-14
Morling Financial Advisors, LLC
INCREASED
Shares12,194 from 10,820
Change+1,374 (+13%)
Value$663.7K (+$79.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares11,971 from 12,213
Change-242 (-2%)
Value$651.6K (-$8.3K)
Filed 2026-10-30
Aprio Wealth Management, LLC
UNCHANGED
Shares11,963 from 11,963
Change0 (0%)
Value$651.2K (+$4.8K)
Filed 2026-10-28
Stage Harbor Financial, LLC
UNCHANGED
Shares11,846 from 11,846
Change0 (0%)
Value$644.8K (+$4.7K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED
Shares11,779 from 11,779
Change0 (0%)
Value$641.1K (+$4.7K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares11,755 from 11,788
Change-33 (0%)
Value$665.0K (+$24.1K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares11,613 from 9,223
Change+2,390 (+26%)
Value$632.1K (+$133.8K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares11,534 from 11,533
Change+1 (+0%)
Value$627.8K (+$4.7K)
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares11,526 from 12,148
Change-622 (-5%)
Value$627.4K (-$29.0K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares11,485 from 11,125
Change+360 (+3%)
Value$625.1K (+$24.0K)
Filed 2026-10-08
Confluence Wealth Services, Inc.
INCREASED
Shares11,313 from 11,307
Change+6 (+0%)
Value$615.7K (+$4.9K)
Filed 2026-11-05
Essex Bank
DECREASED
Shares11,050 from 12,389
Change-1,339 (-11%)
Value$601.5K (-$67.8K)
Filed 2026-10-16
Diversified Enterprises, LLC
DECREASED
Shares10,937 from 10,943
Change-6 (0%)
Value$595.3K (+$4.1K)
Filed 2026-10-19
1900 Wealth Management LLC
UNCHANGED
Shares10,913 from 10,913
Change0 (0%)
Value$594.0K (+$4.4K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED
Shares10,866 from 10,866
Change0 (0%)
Value$591.4K (+$4.3K)
Filed 2026-10-13
Fund Evaluation Group, LLC
UNCHANGED
Shares10,697 from 10,697
Change0 (0%)
Value$582.2K (+$4.3K)
Filed 2026-11-05
Solitude Financial Services
DECREASED
Shares10,409 from 10,750
Change-341 (-3%)
Value$566.6K (-$14.3K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares10,403 from 6,889
Change+3,514 (+51%)
Value$566.2K (+$194.0K)
Filed 2026-10-08
AdvisorNet Financial, Inc
INCREASED
Shares10,341 from 2,334
Change+8,007 (+343%)
Value$575.9K (+$449.8K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares10,188 from 10,052
Change+136 (+1%)
Value$554.5K (+$11.4K)
Filed 2026-11-03
Echo Wealth Management, LLC
DECREASED
Shares10,085 from 10,087
Change-2 (0%)
Value$548.9K (+$3.9K)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares10,069 from 9,900
Change+169 (+2%)
Value$548.0K (+$13.2K)
Filed 2026-10-26
Truefg, LLC
UNCHANGED
Shares10,016 from 10,016
Change0 (0%)
Value$545.2K (+$4.0K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares9,969 from 9,628
Change+341 (+4%)
Value$542.6K (+$22.4K)
Filed 2026-10-14
Wedmont Private Capital
NEW
Shares9,961
Change+9,961
Value$551.4K
Filed 2026-10-09
CRA Financial Services, LLC
UNCHANGED
Shares9,959 from 9,959
Change0 (0%)
Value$542.1K (+$4.0K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares9,481 from 9,564
Change-83 (-1%)
Value$516.0K (-$722)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares9,437 from 20,589
Change-11,152 (-54%)
Value$513.7K (-$598.7K)
Filed 2026-10-15
Weatherly Asset Management L. P.
UNCHANGED
Shares9,308 from 9,308
Change0 (0%)
Value$506.7K (+$3.7K)
Filed 2026-10-20
Plancorp, LLC
UNCHANGED
Shares9,168 from 9,168
Change0 (0%)
Value$514.6K (+$15.3K)
Filed 2026-11-03
Welch Group, LLC
DECREASED
Shares9,067 from 9,285
Change-218 (-2%)
Value$493.5K (-$8.2K)
Filed 2026-10-29
Citizens Financial Group Inc
NEW
Shares8,957
Change+8,957
Value$487.5K
Filed 2026-10-23
Summit Financial Strategies, Inc.
UNCHANGED
Shares8,861 from 8,861
Change0 (0%)
Value$482.3K (+$3.5K)
Filed 2026-10-14
Grange Capital, LLC
INCREASED
Shares8,800 from 4,700
Change+4,100 (+87%)
Value$479.0K (+$225.0K)
Filed 2026-10-20
Salem Investment Counselors Inc
UNCHANGED
Shares8,800 from 8,800
Change0 (0%)
Value$479.0K (+$3.5K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares8,647 from 7,915
Change+732 (+9%)
Value$470.7K (+$43.0K)
Filed 2026-10-20
KCM Investment Advisors LLC
UNCHANGED
Shares8,565 from 8,565
Change0 (0%)
Value$466.2K (+$3.4K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares8,463 from 8,435
Change+28 (+0%)
Value$460.6K (+$4.9K)
Filed 2026-10-30
Elmwood Wealth Management, Inc.
UNCHANGED
Shares8,436 from 8,436
Change0 (0%)
Value$459.2K (+$3.4K)
Filed 2026-10-14
Claro Advisors Inc.
UNCHANGED
Shares8,210 from 8,210
Change0 (0%)
Value$446.9K (+$3.3K)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares8,002 from 8,002
Change0 (0%)
Value$436 (-$431.6K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares7,995 from 7,995
Change0 (0%)
Value$435.2K (+$3.2K)
Filed 2026-10-22
Syverson Strege & Co
INCREASED
Shares7,829 from 7,828
Change+1 (+0%)
Value$426.1K (+$3.2K)
Filed 2026-11-02
First Nebraska Trust Co
UNCHANGED
Shares7,815 from 7,815
Change0 (0%)
Value$425.4K (+$3.1K)
Filed 2026-10-30
Obermeyer Wealth Partners
UNCHANGED
Shares7,740 from 7,740
Change0 (0%)
Value$421.3K (+$3.1K)
Filed 2026-10-21
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares7,548 from 7,548
Change0 (0%)
Value$410.8K (+$3.0K)
Filed 2026-10-22
Blue Fin Capital, Inc.
DECREASED
Shares7,473 from 8,883
Change-1,410 (-16%)
Value$406.8K (-$73.2K)
Filed 2026-10-28
Novem Group
UNCHANGED
Shares7,418 from 7,418
Change0 (0%)
Value$403.8K (+$3.0K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares7,406 from 7,200
Change+206 (+3%)
Value$403.1K (+$14.1K)
Filed 2026-10-14
Global Assets Advisory, LLC
UNCHANGED
Shares7,350 from 7,350
Change0 (0%)
Value$405.2K (+$7.2K)
Filed 2026-10-28
Soundwatch Capital LLC
UNCHANGED
Shares7,185 from 7,185
Change0 (0%)
Value$394.0K (+$5.7K)
Filed 2026-11-04
Abacus Wealth Partners, LLC
DECREASED
Shares7,074 from 12,220
Change-5,146 (-42%)
Value$385.0K (-$275.2K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares6,988 from 6,988
Change0 (0%)
Value$380.4K (+$2.8K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares6,904 from 6,878
Change+26 (+0%)
Value$387.3K (+$11.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,904 from 6,878
Change+26 (+0%)
Value$387.3K (+$11.9K)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares6,799 from 6,531
Change+268 (+4%)
Value$370.1K (+$17.2K)
Filed 2026-10-20
Busey Bank
UNCHANGED
Shares6,792 from 6,792
Change0 (0%)
Value$369.7K (+$2.7K)
Filed 2026-10-26
HUB Investment Partners, LLC
NEW
Shares6,510
Change+6,510
Value$354.4K
Filed 2026-11-03
Clarity Wealth Advisors, LLC
DECREASED
Shares6,366 from 6,676
Change-310 (-5%)
Value$346.5K (-$14.2K)
Filed 2026-10-21
Curated Wealth Partners LLC
UNCHANGED
Shares6,345 from 6,345
Change0 (0%)
Value$345.4K (+$2.5K)
Filed 2026-10-15
MBA Advisors LLC
UNCHANGED
Shares6,340 from 6,340
Change0 (0%)
Value$345.1K (+$2.5K)
Filed 2026-10-29
Steph & Co
UNCHANGED
Shares6,273 from 6,273
Change0 (0%)
Value$341.4K (+$2.5K)
Filed 2026-10-07
Paragon Capital Management Ltd
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$339.6K (+$2.5K)
Filed 2026-10-09
WealthBridge Capital Management, LLC
INCREASED
Shares6,231 from 6,225
Change+6 (+0%)
Value$339.2K (+$2.8K)
Filed 2026-10-16
Mallini Complete Financial Planning LLC
INCREASED
Shares6,078 from 6,069
Change+9 (+0%)
Value$330.9K (+$2.9K)
Filed 2026-10-06
HCR Wealth Advisors
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$326.6K (+$2.4K)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$326.6K (+$2.4K)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares5,951 from 5,951
Change0 (0%)
Value$323.9K (+$2.4K)
Filed 2026-10-30
Laurel Wealth Planning LLC
UNCHANGED
Shares5,811 from 5,811
Change0 (0%)
Value$316.3K (+$2.3K)
Filed 2026-11-02
Facet Wealth, Inc.
NEW
Shares5,689
Change+5,689
Value$309.7K
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares5,605 from 5,630
Change-25 (0%)
Value$305.1K (+$891)
Filed 2026-10-20
Breakwater Investment Management
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$304.8K (+$2.2K)
Filed 2026-10-20
Trek Financial, LLC
DECREASED
Shares5,593 from 6,962
Change-1,369 (-20%)
Value$304.4K (-$71.7K)
Filed 2026-10-29
Lanark Financial, Inc.
INCREASED
Shares5,451 from 5,415
Change+36 (+1%)
Value$296.7K (+$4.1K)
Filed 2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$296.7K (+$2.2K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,343 from 5,343
Change0 (0%)
Value$291.6K (+$2.9K)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$290.4K (+$2.1K)
Filed 2026-10-23
Midwest Financial Group LLC
INCREASED
Shares5,292 from 5,273
Change+19 (+0%)
Value$288.0K (+$3.1K)
Filed 2026-10-15
Decision Investments, Inc
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$287.4K (+$2.1K)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
INCREASED
Shares5,277 from 4,492
Change+785 (+17%)
Value$287.2K (+$44.5K)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares5,243 from 5,235
Change+8 (+0%)
Value$285.4K (+$2.6K)
Filed 2026-10-13
Insight Inv LLC
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$283.3K (+$2.1K)
Filed 2026-10-27
Hara Capital LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$272.2K (+$2.0K)
Filed 2026-10-30
CapWealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$272.2K (+$2.0K)
Filed 2026-10-05
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares4,990 from 4,990
Change0 (0%)
Value$271.6K (+$2.0K)
Filed 2026-10-05
RVW Wealth, LLC
DECREASED
Shares4,956 from 5,598
Change-642 (-11%)
Value$269.8K (-$32.7K)
Filed 2026-10-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$266.2K (+$2.0K)
Filed 2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED
Shares4,883 from 4,883
Change0 (0%)
Value$265.8K (+$2.0K)
Filed 2026-10-29
Wesbanco Bank Inc
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$264.5K (+$1.9K)
Filed 2026-11-04
Visionary Wealth Advisors
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$264.5K (+$1.9K)
Filed 2026-11-04
Center For Asset Management LLC
UNCHANGED
Shares4,807 from 4,807
Change0 (0%)
Value$261.6K (+$1.9K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares4,790 from 4,717
Change+73 (+2%)
Value$260.7K (+$5.9K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares4,752 from 4,752
Change0 (0%)
Value$256.7K ($0)
Filed 2026-10-26
Armor Investment Advisors, LLC
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$258.5K (+$1.9K)
Filed 2026-10-27
Iowa State Bank
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$258.5K (+$1.9K)
Filed 2026-10-06
Allegheny Financial Group
INCREASED
Shares4,684 from 4,668
Change+16 (+0%)
Value$255.0K (+$2.8K)
Filed 2026-11-05
Lakewood Asset Management LLC
NEW
Shares4,675
Change+4,675
Value$254.5K
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares4,660 from 4,660
Change0 (0%)
Value$253.6K (+$1.9K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares4,588 from 4,574
Change+14 (+0%)
Value$249.7K (+$2.6K)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
NEW
Shares4,552
Change+4,552
Value$247.8K
Filed 2026-10-16
Cogent Strategic Wealth LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$244.9K (+$1.8K)
Filed 2026-10-22
Prairiewood Capital, LLC
UNCHANGED
Shares4,491 from 4,491
Change0 (0%)
Value$244.4K (+$1.8K)
Filed 2026-10-16
Third View Private Wealth, LLC
UNCHANGED
Shares4,379 from 4,379
Change0 (0%)
Value$238.3K (+$1.8K)
Filed 2026-10-30
First Affirmative Financial Network
NEW
Shares4,353
Change+4,353
Value$236.9K
Filed 2026-10-21
Heritage Investment Group, Inc.
DECREASED
Shares4,337 from 4,466
Change-129 (-3%)
Value$236.1K (-$5.2K)
Filed 2026-11-03
LexAurum Advisors, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$235.7K (+$1.7K)
Filed 2026-10-19
Level Wealth Management LLC
NEW
Shares4,321
Change+4,321
Value$235.2K
Filed 2026-10-23
GS Investments, Inc.
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$233.5K (+$1.7K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
UNCHANGED
Shares4,241 from 4,241
Change0 (0%)
Value$230.8K (+$1.7K)
Filed 2026-10-29
Naples Global Advisors, LLC
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$225.7K (+$1.7K)
Filed 2026-11-05
Pacific Center for Financial Services
INCREASED
Shares4,131 from 4,129
Change+2 (+0%)
Value$224.9K (+$1.8K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares4,115 from 4,115
Change0 (0%)
Value$224.0K (+$1.6K)
Filed 2026-11-05
Strategic Blueprint, LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$220.4K (+$1.6K)
Filed 2026-10-22
Milestone Investment Advisors LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$217.7K (+$1.6K)
Filed 2026-11-05
Old Port Advisors
UNCHANGED
Shares3,930 from 3,930
Change0 (0%)
Value$213.9K (+$1.6K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares3,926 from 3,926
Change0 (0%)
Value$213.7K (+$1.6K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares3,857
Change+3,857
Value$209.9K
Filed 2026-10-21
Flagship Harbor Advisors, LLC
NEW
Shares3,771
Change+3,771
Value$205.2K
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares3,765 from 2,223
Change+1,542 (+69%)
Value$204.9K (+$84.8K)
Filed 2026-10-26
Thrive Wealth Management, LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$204.1K (+$1.5K)
Filed 2026-10-13
Diesslin Group, Inc.
DECREASED
Shares3,704 from 6,488
Change-2,784 (-43%)
Value$201.6K (-$148.9K)
Filed 2026-10-14
Maseco LLP
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$201.4K (+$1.6K)
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares3,535 from 3,535
Change0 (0%)
Value$192.4K (+$1.4K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED
Shares3,292 from 3,216
Change+76 (+2%)
Value$179.2K (+$5.4K)
Filed 2026-10-19
Trellis Wealth Advisors LLC
NEW
Shares3,220
Change+3,220
Value$175.3K
Filed 2026-10-19
Balentine LLC
DECREASED
Shares3,112 from 3,186
Change-74 (-2%)
Value$169.4K (-$2.8K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,821 from 2,821
Change0 (0%)
Value$153.5K (+$1.1K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares2,743 from 2,851
Change-108 (-4%)
Value$149.3K (-$4.7K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
NEW
Shares2,601
Change+2,601
Value$141.6K
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares2,573 from 2,573
Change0 (0%)
Value$144.6K (+$154)
Filed 2026-10-26
Hoese & Co LLP
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$139.9K (+$1.1K)
Filed 2026-10-21
Cullen T Bankers, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$136.1K (+$1.0K)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$128.9K (+$948)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares2,322
Change+2,322
Value$126.4K
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$118.9K (+$874)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares2,079
Change+2,079
Value$113.2K
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$109.9K (+$808)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares2,014 from 2,007
Change+7 (+0%)
Value$109.6K (+$1.2K)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$108.9K (+$800)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares1,955 from 1,955
Change0 (0%)
Value$106.4K (+$782)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$100.0K (+$735)
Filed 2026-10-26
Elevation Wealth Partners, LLC
DECREASED
Shares1,609 from 1,697
Change-88 (-5%)
Value$87.6K (-$4.1K)
Filed 2026-10-07
Arlington Trust Co LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$84.4K (+$620)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares1,482 from 220
Change+1,262 (+574%)
Value$80.7K (+$68.8K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares1,481 from 2,756
Change-1,275 (-46%)
Value$80.6K (-$68.3K)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$78.9K (+$580)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$77.7K (+$570)
Filed 2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$77.4K (+$568)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$77.2K (+$750)
Filed 2026-10-20
IMG Wealth Management, Inc.
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$71.3K (+$524)
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares1,305 from 1,301
Change+4 (+0%)
Value$71.0K (+$750)
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$68.9K (+$506)
Filed 2026-10-23
Guardian Partners Inc.
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$68.3K (+$502)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$65.7K (+$483)
Filed 2026-10-22
Chilton Capital Management LLC
INCREASED
Shares1,136 from 1,050
Change+86 (+8%)
Value$61.8K (+$5.1K)
Filed 2026-10-28
High Point Wealth Management, LLC
INCREASED
Shares1,072 from 1,068
Change+4 (+0%)
Value$58.3K (+$630)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares1,050 from 1,047
Change+3 (+0%)
Value$57.2K (+$617)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares993 from 498
Change+495 (+99%)
Value$54.0K (+$54.0K)
Filed 2026-11-04
Townsend Asset Management Corp
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$52.3K (+$384)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares930
Change+930
Value$50.6K
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$50.2K (+$368)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares811 from 325
Change+486 (+150%)
Value$44.1K (+$26.6K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$41.9K (+$308)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$41.4K (+$304)
Filed 2026-10-13
Buck Wealth Strategies, LLC
INCREASED
Shares739 from 736
Change+3 (+0%)
Value$40.2K (+$434)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$39.5K (+$290)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares690 from 1,115
Change-425 (-38%)
Value$38 (-$60.0K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$36.7K (+$270)
Filed 2026-11-03
Mosley Wealth Management
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$32.9K (+$1.2K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares570 from 568
Change+2 (+0%)
Value$31.0K (+$335)
Filed 2026-10-02
Asset Dedication, LLC
INCREASED
Shares569 from 568
Change+1 (+0%)
Value$31.0K (+$257)
Filed 2026-11-03
Mascoma Wealth Management LLC
INCREASED
Shares536 from 534
Change+2 (+0%)
Value$29.2K (+$315)
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$28.8K (+$212)
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$28.4K (+$208)
Filed 2026-10-16
Godsey & Gibb, Inc
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$25.3K (+$186)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$24.2K (+$178)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$24.1K (+$177)
Filed 2026-10-23
Kroeger Financial Partners
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$23.9K (+$176)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares434 from 433
Change+1 (+0%)
Value$23.6K (+$226)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$20.9K (+$146)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$19.1K (+$143)
Filed 2026-10-15
Fairway Wealth LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$18.8K (+$138)
Filed 2026-10-30
Private Wealth Management Group, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$17.9K (+$132)
Filed 2026-10-19
Noble Wealth Management PBC
DECREASED
Shares300 from 780
Change-480 (-62%)
Value$16.3K (-$25.8K)
Filed 2026-10-01
Reicon Wealth Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.3K (+$120)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares260 from 259
Change+1 (+0%)
Value$14.1K (+$153)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$10.3K (+$76)
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$9 (+$1)
Filed 2026-10-02
Markowski Investments
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6.3K (+$46)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares100
Change+100
Value$5.4K
Filed 2026-10-29
Central Pacific Bank - Trust Division
INCREASED
Shares99 from 38
Change+61 (+161%)
Value$5.4K (+$3.3K)
Filed 2026-10-06
Ascentis Independent Advisors
NEW
Shares25
Change+25
Value$1.4K
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$55 ($0)
Filed 2026-10-27
Smith Salley Wealth Management
CLOSED
Shares0 from 59,300
Change-59,300 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
LJI Wealth Management, LLC
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$594.3K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 10,891
Change-10,891 (-100%)
Value$0 (-$588.4K)
Filed 2026-10-16
RIA Advisory Group LLC
CLOSED
Shares0 from 10,231
Change-10,231 (-100%)
Value$0 (-$552.8K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 9,290
Change-9,290 (-100%)
Value$0 (-$502.0K)
Filed 2026-10-21
StoneX Group Inc.
CLOSED
Shares0 from 5,805
Change-5,805 (-100%)
Value$0 (-$313.0K)
Filed 2026-11-03
Focus Financial Network, Inc.
CLOSED
Shares0 from 4,318
Change-4,318 (-100%)
Value$0 (-$233.3K)
Filed 2026-10-14
Sims Investment Management, LLC
CLOSED
Shares0 from 4,013
Change-4,013 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 3,960
Change-3,960 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-20
Provident Wealth Management, LLC
CLOSED
Shares0 from 2,379
Change-2,379 (-100%)
Value$0 (-$128.5K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,890
Change-1,890 (-100%)
Value$0 (-$102.1K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 1,638
Change-1,638 (-100%)
Value$0 (-$88.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$15.7K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-14
Citigroup Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$54)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 10,913,014
Change-10,913,014 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,906,162
Change-7,906,162 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,845,541
Change-4,845,541 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,787,226
Change-4,787,226 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,577,537
Change-3,577,537 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,028,669
Change-3,028,669 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,999,878
Change-2,999,878 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,244,137
Change-2,244,137 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,130,186
Change-2,130,186 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,594,635
Change-1,594,635 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,590,833
Change-1,590,833 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,581,355
Change-1,581,355 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,539,147
Change-1,539,147 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,481,520
Change-1,481,520 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,283,319
Change-1,283,319 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,231,992
Change-1,231,992 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 971,329
Change-971,329 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 910,610
Change-910,610 (-100%)
Value—
UBS Group AG
N/A
Shares— from 780,830
Change-780,830 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 715,210
Change-715,210 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 714,113
Change-714,113 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 668,640
Change-668,640 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 656,475
Change-656,475 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 622,011
Change-622,011 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 605,721
Change-605,721 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 601,650
Change-601,650 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 565,247
Change-565,247 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 526,029
Change-526,029 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 524,792
Change-524,792 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 518,814
Change-518,814 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 495,030
Change-495,030 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 398,063
Change-398,063 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 371,630
Change-371,630 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 362,647
Change-362,647 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 327,806
Change-327,806 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 324,372
Change-324,372 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 312,306
Change-312,306 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 307,679
Change-307,679 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 278,290
Change-278,290 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 272,076
Change-272,076 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 271,469
Change-271,469 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 261,666
Change-261,666 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 259,970
Change-259,970 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 259,744
Change-259,744 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 259,061
Change-259,061 (-100%)
Value—
FMR LLC
N/A
Shares— from 237,118
Change-237,118 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 235,402
Change-235,402 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 228,572
Change-228,572 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 210,581
Change-210,581 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 195,389
Change-195,389 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 189,779
Change-189,779 (-100%)
Value—
Blair William & Co
N/A
Shares— from 173,883
Change-173,883 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 170,687
Change-170,687 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 164,935
Change-164,935 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 152,694
Change-152,694 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 149,370
Change-149,370 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 148,117
Change-148,117 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 146,483
Change-146,483 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 141,996
Change-141,996 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 140,355
Change-140,355 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 125,886
Change-125,886 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 125,519
Change-125,519 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 122,805
Change-122,805 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 116,689
Change-116,689 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 114,441
Change-114,441 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 87,380
Change-87,380 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 86,410
Change-86,410 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 83,217
Change-83,217 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 78,409
Change-78,409 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 78,102
Change-78,102 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 66,381
Change-66,381 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 66,376
Change-66,376 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 66,251
Change-66,251 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 59,446
Change-59,446 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 59,040
Change-59,040 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 58,631
Change-58,631 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 56,813
Change-56,813 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 56,782
Change-56,782 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 54,308
Change-54,308 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 46,509
Change-46,509 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 46,459
Change-46,459 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 44,623
Change-44,623 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 44,587
Change-44,587 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,269
Change-43,269 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,618
Change-42,618 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 41,340
Change-41,340 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 40,188
Change-40,188 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 39,759
Change-39,759 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 38,468
Change-38,468 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 37,367
Change-37,367 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 37,270
Change-37,270 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 35,818
Change-35,818 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 34,464
Change-34,464 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 32,710
Change-32,710 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 32,661
Change-32,661 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 32,484
Change-32,484 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 31,295
Change-31,295 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30,724
Change-30,724 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,404
Change-30,404 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 30,239
Change-30,239 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 29,280
Change-29,280 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 28,600
Change-28,600 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 28,528
Change-28,528 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 27,758
Change-27,758 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 27,672
Change-27,672 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 27,531
Change-27,531 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 27,531
Change-27,531 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,150
Change-26,150 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 25,196
Change-25,196 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 25,120
Change-25,120 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 24,233
Change-24,233 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 23,680
Change-23,680 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 23,185
Change-23,185 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 22,383
Change-22,383 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 22,289
Change-22,289 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 20,441
Change-20,441 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 18,906
Change-18,906 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,750
Change-18,750 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 18,371
Change-18,371 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,931
Change-17,931 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,520
Change-16,520 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 15,903
Change-15,903 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 15,473
Change-15,473 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 14,234
Change-14,234 (-100%)
Value—
&partners
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 13,247
Change-13,247 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,164
Change-10,164 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 10,143
Change-10,143 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 9,086
Change-9,086 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,113
Change-8,113 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,408
Change-7,408 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,422
Change-6,422 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,886
Change-5,886 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,441
Change-5,441 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 545
Change-545 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 421
Change-421 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 381
Change-381 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 213
Change-213 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16
Change-16 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED2,732,9202,717,237+15,683+1%$146.8M$148.8M+$1.9M2026-11-02
D.A. Davidson & Co.
INCREASED2,243,1762,175,841+67,335+3%$117.6M$122.1M+$4.5M2026-10-28
Arbor Investment Advisors, LLC
INCREASED2,110,6572,054,047+56,610+3%$111.0M$114.9M+$3.9M2026-10-26
Linscomb Wealth, Inc.
DECREASED1,872,9751,930,191-57,216-3%$104.3M$101.9M-$2.3M2026-11-05
Berman McAleer LLC
DECREASED1,544,4161,558,975-14,559-1%$84.2M$84.1M-$168.9K2026-10-16
Larson Financial Group LLC
INCREASED1,143,9621,123,915+20,047+2%$60.7M$62.3M+$1.5M2026-11-05
RFG Advisory, LLC
DECREASED1,089,2411,100,004-10,763-1%$59.4M$59.3M-$145.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED904,098882,845+21,253+2%$48.1M$50.1M+$2.0M2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED803,341805,225-1,8840%$43.5M$43.7M+$219.5K2026-10-22
AlphaCore Capital LLC
DECREASED739,120767,465-28,345-4%$41.5M$40.2M-$1.2M2026-11-04
Grimes & Co Wealth Management, LLC
DECREASED688,303745,956-57,653-8%$40.3M$37.5M-$2.8M2026-10-29
Pinnacle Financial Group, LLC / IL
DECREASED647,428665,074-17,646-3%$35.9M$35.2M-$694.4K2026-10-29
Klingman & Associates, LLC
DECREASED610,759614,153-3,394-1%$33.2M$33.2M+$60.9K2026-10-20
Charter Capital Management, Llc\de
DECREASED601,286604,491-3,205-1%$32.7M$32.7M+$67.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED582,653517,849+64,804+13%$28.0M$31.7M+$3.7M2026-11-02
Charles Schwab Trust Co
DECREASED577,019577,465-4460%$31.2M$31.4M+$206.7K2026-10-15
Truist Financial Corp
INCREASED554,451549,418+5,033+1%$29.7M$30.2M+$493.7K2026-10-30
Boyum Wealth Architects LLC
DECREASED527,580535,648-8,068-2%$29.2M$28.9M-$244.2K2026-10-06
Saxon Interests, Inc.
DECREASED516,197575,363-59,166-10%$31.1M$28.1M-$3.0M2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED462,286474,260-11,974-3%$25.6M$25.2M-$462.1K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED448,371399,520+48,851+12%$21.6M$24.4M+$2.8M2026-11-04
Breakwater Capital Group
DECREASED440,276446,062-5,786-1%$24.1M$24.0M-$136.5K2026-10-09
Flynn Zito Capital Management, LLC
INCREASED431,498427,695+3,803+1%$23.1M$23.5M+$378.1K2026-11-04
Pettinga Financial Advisors LLC
DECREASED399,980429,194-29,214-7%$23.2M$21.8M-$1.4M2026-10-13
Goodman Advisory Group, LLC
NEW354,765—+354,765——$19.3M—2026-11-02
Montz Harcus Wealth Management LLC
INCREASED354,137344,750+9,387+3%$18.6M$19.3M+$648.8K2026-10-09
HB Wealth Management, LLC
INCREASED337,89043,580+294,310+675%$2.4M$18.4M+$16.0M2026-10-23
Baker Ellis Asset Management LLC
INCREASED316,149315,796+353+0%$17.1M$17.2M+$145.5K2026-10-14
Clear Harbor Asset Management, LLC
INCREASED315,933315,376+557+0%$17.0M$17.2M+$156.5K2026-11-05
Creative Planning
INCREASED314,877296,645+18,232+6%$16.0M$17.1M+$1.1M2026-11-02
Ted Buchan & Co
DECREASED314,378321,769-7,391-2%$17.4M$17.1M-$273.6K2026-10-23
Choreo, LLC
INCREASED314,09117,340+296,751+1711%$936.9K$17.1M+$16.2M2026-10-28
Stonebridge Financial Group, LLC
DECREASED263,294265,962-2,668-1%$14.4M$14.3M-$38.9K2026-10-01
Rodgers & Associates, LTD
DECREASED219,096229,435-10,339-5%$12.4M$11.9M-$471.0K2026-10-20
Jnba Financial Advisors
DECREASED203,075210,945-7,870-4%$11.4M$11.1M-$344.0K2026-11-03
Perigon Wealth Management, LLC
INCREASED201,415199,277+2,138+1%$10.8M$11.0M+$196.1K2026-10-22
Arlington Financial Advisors, LLC
DECREASED183,173190,590-7,417-4%$10.3M$10.0M-$327.5K2026-10-19
Woodside Wealth Management LLC
INCREASED178,000175,165+2,835+2%$9.5M$9.7M+$224.4K2026-10-16
Bouvel Investment Partners, LLC
DECREASED176,416204,067-27,651-14%$11.0M$9.6M-$1.4M2026-10-13
Marion Wealth Management
INCREASED173,255171,946+1,309+1%$9.3M$9.4M+$140.1K2026-10-22
Resonant Capital Advisors, LLC
UNCHANGED170,207170,20700%$9.2M$9.3M+$68.1K2026-10-15
Fifth Third Bancorp
DECREASED159,483167,883-8,400-5%$9.1M$8.7M-$390.1K2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED156,731129,107+27,624+21%$7.0M$8.5M+$1.6M2026-10-28
Three Bridge Wealth Advisors, LLC
INCREASED144,707143,409+1,298+1%$7.7M$7.9M+$128.0K2026-11-05
Lido Advisors, LLC
INCREASED135,963131,119+4,844+4%$7.1M$7.4M+$316.1K2026-11-04
Johnson & White Wealth Management, LLC
DECREASED135,885136,615-730-1%$7.4M$7.4M+$14.9K2026-11-03
Creative Capital Management Investments LLC
DECREASED133,043134,165-1,122-1%$7.2M$7.2M-$7.4K2026-10-28
Intelligence Driven Advisers, LLC
DECREASED131,550135,580-4,030-3%$7.3M$7.2M-$165.1K2026-10-09
Journey Advisory Group, LLC
DECREASED130,484130,768-2840%$7.1M$7.1M+$36.9K2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED124,314131,505-7,191-5%$7.1M$6.8M-$338.8K2026-10-08
Cidel Asset Management Inc
INCREASED123,783118,132+5,651+5%$6.4M$6.7M+$354.8K2026-10-29
Keybank National Association
INCREASED115,121112,073+3,048+3%$6.1M$6.3M+$210.7K2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED107,348108,668-1,320-1%$5.9M$5.8M-$28.4K2026-10-09
New England Private Wealth Advisors LLC
INCREASED103,935103,933+20%$5.7M$5.7M+$2.2K2026-10-19
Laurel Wealth Advisors LLC
INCREASED101,312100,578+734+1%$5.4M$5.5M+$80.2K2026-10-27
Crusonia Wealth Advisors LLC
DECREASED97,98499,562-1,578-2%$5.4M$5.3M-$46.1K2026-10-26
Precedent Wealth Partners, LLC
DECREASED93,45995,877-2,418-3%$5.2M$5.1M-$93.2K2026-10-21
Curry Webb Wealth Management LLC
UNCHANGED89,59189,59100%$4.8M$4.8M$02026-10-22
Kestra Advisory Services, LLC
INCREASED82,90777,333+5,574+7%$4.2M$4.5M+$334.3K2026-11-02
Unique Wealth Strategies, LLC
DECREASED77,94899,834-21,886-22%$5.2M$4.2M-$956.7K2026-10-13
Jacobi Capital Management LLC
INCREASED76,11674,919+1,197+2%$4.0M$4.1M+$95.1K2026-11-05
Yoder Wealth Management, Inc.
DECREASED75,24576,130-885-1%$4.1M$4.1M-$17.7K2026-10-13
Legacy Private Trust Co.
DECREASED74,70878,521-3,813-5%$4.2M$4.1M-$176.1K2026-10-06
Central Trust Co
DECREASED74,38574,393-80%$4.0M$4.0M+$29.3K2026-11-05
Forteris Wealth Management Inc.
INCREASED70,26170,016+245+0%$3.8M$3.8M+$41.3K2026-10-13
KWB Wealth
INCREASED70,07869,628+450+1%$3.8M$3.8M+$52.3K2026-10-16
FDx Advisors, Inc.
DECREASED61,47063,217-1,747-3%$3.4M$3.3M-$70.0K2026-11-05
Security Financial Services, Inc.
DECREASED61,07661,726-650-1%$3.3M$3.3M-$10.7K2026-10-29
Sigma Investment Counselors Inc
DECREASED60,56062,385-1,825-3%$3.4M$3.3M-$74.4K2026-10-27
US Bancorp \de\
DECREASED60,43060,549-1190%$3.3M$3.3M+$17.7K2026-11-05
Certified Advisory Corp
INCREASED56,30156,017+284+1%$3.0M$3.1M+$37.9K2026-10-29
Farther Finance Advisors, LLC
INCREASED53,12037,299+15,821+42%$2.0M$2.9M+$876.0K2026-10-08
Bell Investment Advisors, Inc
INCREASED50,17849,530+648+1%$2.7M$2.7M+$55.1K2026-10-29
Sigma Planning Corp
DECREASED48,35148,455-1040%$2.6M$2.6M+$9.3K2026-10-23
SigFig Wealth Management, LLC
DECREASED46,48248,682-2,200-5%$2.6M$2.5M-$99.3K2026-10-07
JFS Wealth Advisors, LLC
DECREASED45,51855,097-9,579-17%$3.0M$2.5M-$499.3K2026-11-03
Sheets Smith Wealth Management
DECREASED44,74444,883-1390%$2.4M$2.4M+$10.4K2026-10-16
Navigate Wealth Management, LLC
INCREASED38,54538,542+3+0%$2.1M$2.1M+$44.8K2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED38,42239,249-827-2%$2.1M$2.1M-$29.3K2026-10-13
Verum Partners LLC
INCREASED35,51335,389+124+0%$1.9M$1.9M+$20.9K2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED35,49928,618+6,881+24%$1.5M$1.9M+$385.9K2026-10-09
Omni 360 Wealth, Inc.
INCREASED35,36031,194+4,166+13%$1.7M$1.9M+$239.3K2026-10-13
West Financial Advisors, LLC
DECREASED35,20235,724-522-1%$1.9M$1.9M-$14.1K2026-10-22
Modera Wealth Management, LLC
INCREASED35,12835,123+5+0%$1.9M$1.9M+$14.3K2026-10-28
Vise Technologies, Inc.
INCREASED34,16128,803+5,358+19%$1.6M$1.9M+$303.2K2026-10-29
Gateway Investment Advisers LLC
INCREASED33,74032,050+1,690+5%$1.7M$1.8M+$104.8K2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED32,64533,043-398-1%$1.8M$1.8M-$8.5K2026-11-04
Shakespeare Wealth Management, LLC
DECREASED32,43834,894-2,456-7%$1.9M$1.8M-$119.7K2026-10-28
Fairman Group, LLC
INCREASED31,74930,391+1,358+4%$1.6M$1.7M+$86.1K2026-10-26
Avantax Planning Partners, Inc.
UNCHANGED31,02931,02900%$1.7M$1.7M+$12.4K2026-11-03
Diversified Portfolios, Inc.
UNCHANGED30,82530,82500%$1.7M$1.7M+$12.3K2026-11-04
Principle Wealth Partners LLC
UNCHANGED30,57030,57000%$1.7M$1.7M+$12.2K2026-11-02
Sylvest Advisors, LLC
INCREASED30,35426,225+4,129+16%$1.4M$1.7M+$235.2K2026-10-26
Key Capital Management, Inc
INCREASED30,1363,289+26,847+816%$177.7K$1.7M+$1.5M2026-11-03
Detalus Advisors, LLC
UNCHANGED29,81029,81000%$1.6M$1.6M+$11.9K2026-10-15
Whipplewood Advisors, LLC
INCREASED29,28327,479+1,804+7%$1.5M$1.6M+$109.2K2026-10-20
Sterling Financial Planning, Inc.
DECREASED27,60229,316-1,714-6%$1.6M$1.5M-$81.5K2026-10-28
Colorado Capital Management, Inc.
UNCHANGED27,04527,04500%$1.5K$1.5K+$112026-10-15
Allen Capital Group, LLC
DECREASED26,82326,907-840%$1.5M$1.5M+$6.2K2026-10-27
Assetmark, Inc
INCREASED24,9469,877+15,069+153%$533.7K$1.4M+$824.2K2026-10-21
Intrua Financial, LLC
DECREASED24,94325,664-721-3%$1.4M$1.4M-$29.0K2026-10-28
EnRich Financial Partners LLC
UNCHANGED24,64424,64400%$1.3M$1.3M+$9.9K2026-10-21
Virtus Family Office LLC
INCREASED24,43723,807+630+3%$1.3M$1.3M+$43.8K2026-10-30
IFP Advisors, Inc
INCREASED24,34024,302+38+0%$1.3M$1.3M+$11.8K2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED23,83123,83100%$1.3M$1.3M+$9.5K2026-10-22
Brighton Jones LLC
INCREASED23,49223,444+48+0%$1.3M$1.3M+$12.0K2026-11-03
FSA Wealth Partners, Inc.
INCREASED22,62512,185+10,440+86%$658.4K$1.2M+$573.1K2026-10-26
City of London Investment Management Co LTD
INCREASED22,3609,704+12,656+130%$524.2K$1.2M+$692.8K2026-10-30
WealthPlan Investment Management, LLC
DECREASED21,78923,372-1,583-7%$1.3M$1.2M-$76.8K2026-10-15
Kaydan Wealth Management, Inc.
DECREASED20,00521,505-1,500-7%$1.2M$1.1M-$73.0K2026-10-08
Summit Place Financial Advisors, LLC
UNCHANGED20,00020,00000%$1.1M$1.1M+$8.0K2026-10-23
Lodestar Private Asset Management LLC
DECREASED19,98020,390-410-2%$1.1M$1.1M-$14.2K2026-10-26
Regions Financial Corp
UNCHANGED19,81619,81600%$1.1M$1.1M+$7.9K2026-11-05
Austin Asset Management Co Inc
DECREASED19,66624,266-4,600-19%$1.3M$1.1M-$240.7K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED19,00919,00900%$1.0M$1.0M+$7.6K2026-11-02
Center for Financial Planning, Inc.
DECREASED18,87119,523-652-3%$1.1M$1.0M-$27.7K2026-10-26
Oppenheimer & Co Inc
INCREASED18,73717,888+849+5%$966.5K$1.0M+$53.4K2026-10-26
Almanack Investment Partners, Llc.
UNCHANGED18,53018,53000%$1.0M$1.0M+$7.4K2026-11-03
Integrity Alliance, Llc.
INCREASED17,98117,754+227+1%$959.2K$978.7K+$19.5K2026-10-29
Cooper Financial Group
DECREASED17,83117,848-170%$964.3K$970.5K+$6.2K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED17,54616,980+566+3%$917.4K$955.0K+$37.6K2026-10-27
Concurrent Investment Advisors, LLC
NEW16,279—+16,279——$886.1K—2026-10-16
Davidson Trust Co
DECREASED16,13616,715-579-3%$903.1K$878.2K-$24.9K2026-10-09
Capital Investment Advisors, LLC
DECREASED16,02918,920-2,891-15%$1.0M$872.5K-$149.8K2026-10-22
Willow Creek Wealth Management Inc.
UNCHANGED15,80515,80500%$853.9K$860.3K+$6.3K2026-10-26
Harbor Asset Planning, Inc.
INCREASED15,79315,738+55+0%$850.3K$859.6K+$9.3K2026-10-23
Discipline Wealth Solutions, LLC
UNCHANGED15,24815,24800%$823.8K$829.9K+$6.1K2026-10-14
GSG Advisors LLC
INCREASED15,03614,997+39+0%$810.3K$818.4K+$8.2K2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED15,00015,00000%$810.5K$816.5K+$6.0K2026-11-02
MCF Advisors LLC
UNCHANGED14,69714,69700%$794.1K$800.0K+$5.9K2026-10-28
Evergreen Capital Management LLC
UNCHANGED14,58414,58400%$788.0K$793.8K+$5.8K2026-10-23
Chicago Partners Investment Group LLC
INCREASED14,57413,238+1,336+10%$716.6K$816.9K+$100.3K2026-10-27
Firestone Capital Management
UNCHANGED14,26014,26000%$770.5K$776.2K+$5.7K2026-11-03
Fortitude Family Office, LLC
UNCHANGED14,19114,19100%$766.7K$772.4K+$5.7K2026-10-14
Integrated Advisors Network LLC
DECREASED13,75414,283-529-4%$771.7K$748.6K-$23.1K2026-10-20
Chapman Financial Group, LLC
DECREASED13,48416,596-3,112-19%$896.7K$733.9K-$162.8K2026-10-26
West Bancorporation Inc
UNCHANGED12,94212,94200%$699.3K$704.4K+$5.2K2026-10-29
Trust Co of the South
UNCHANGED12,65012,65000%$683.5K$688.5K+$5.1K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED12,54912,395+154+1%$669.7K$683.0K+$13.3K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED12,41134,739-22,328-64%$1.9M$675.5K-$1.2M2026-11-05
SC&H Financial Advisors, Inc.
DECREASED12,32714,453-2,126-15%$780.9K$671.0K-$109.9K2026-10-14
Morling Financial Advisors, LLC
INCREASED12,19410,820+1,374+13%$584.6K$663.7K+$79.1K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED11,97112,213-242-2%$659.9K$651.6K-$8.3K2026-10-30
Aprio Wealth Management, LLC
UNCHANGED11,96311,96300%$646.4K$651.2K+$4.8K2026-10-28
Stage Harbor Financial, LLC
UNCHANGED11,84611,84600%$640.0K$644.8K+$4.7K2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED11,77911,77900%$636.4K$641.1K+$4.7K2026-10-23
Sovran Advisors, LLC
DECREASED11,75511,788-330%$640.8K$665.0K+$24.1K2026-11-02
Root Financial Partners, LLC
INCREASED11,6139,223+2,390+26%$498.3K$632.1K+$133.8K2026-10-21
Koshinski Asset Management, Inc.
INCREASED11,53411,533+1+0%$623.1K$627.8K+$4.7K2026-10-29
VestGen Advisors, LLC
DECREASED11,52612,148-622-5%$656.4K$627.4K-$29.0K2026-10-27
CoreCap Advisors, LLC
INCREASED11,48511,125+360+3%$601.1K$625.1K+$24.0K2026-10-08
Confluence Wealth Services, Inc.
INCREASED11,31311,307+6+0%$610.9K$615.7K+$4.9K2026-11-05
Essex Bank
DECREASED11,05012,389-1,339-11%$669.3K$601.5K-$67.8K2026-10-16
Diversified Enterprises, LLC
DECREASED10,93710,943-60%$591.2K$595.3K+$4.1K2026-10-19
1900 Wealth Management LLC
UNCHANGED10,91310,91300%$589.6K$594.0K+$4.4K2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED10,86610,86600%$587.1K$591.4K+$4.3K2026-10-13
Fund Evaluation Group, LLC
UNCHANGED10,69710,69700%$578.0K$582.2K+$4.3K2026-11-05
Solitude Financial Services
DECREASED10,40910,750-341-3%$580.8K$566.6K-$14.3K2026-10-26
Valeo Financial Advisors, LLC
INCREASED10,4036,889+3,514+51%$372.2K$566.2K+$194.0K2026-10-08
AdvisorNet Financial, Inc
INCREASED10,3412,334+8,007+343%$126.1K$575.9K+$449.8K2026-10-15
Parallel Advisors, LLC
INCREASED10,18810,052+136+1%$543.1K$554.5K+$11.4K2026-11-03
Echo Wealth Management, LLC
DECREASED10,08510,087-20%$545.0K$548.9K+$3.9K2026-10-15
Simon Quick Advisors, LLC
INCREASED10,0699,900+169+2%$534.9K$548.0K+$13.2K2026-10-26
Truefg, LLC
UNCHANGED10,01610,01600%$541.2K$545.2K+$4.0K2026-10-15
Mather Group, Llc.
INCREASED9,9699,628+341+4%$520.2K$542.6K+$22.4K2026-10-14
Wedmont Private Capital
NEW9,961—+9,961——$551.4K—2026-10-09
CRA Financial Services, LLC
UNCHANGED9,9599,95900%$538.1K$542.1K+$4.0K2026-10-16
Spire Wealth Management
DECREASED9,4819,564-83-1%$516.8K$516.0K-$7222026-10-30
Mission Wealth Management, LP
DECREASED9,43720,589-11,152-54%$1.1M$513.7K-$598.7K2026-10-15
Weatherly Asset Management L. P.
UNCHANGED9,3089,30800%$502.9K$506.7K+$3.7K2026-10-20
Plancorp, LLC
UNCHANGED9,1689,16800%$499.3K$514.6K+$15.3K2026-11-03
Welch Group, LLC
DECREASED9,0679,285-218-2%$501.7K$493.5K-$8.2K2026-10-29
Citizens Financial Group Inc
NEW8,957—+8,957——$487.5K—2026-10-23
Summit Financial Strategies, Inc.
UNCHANGED8,8618,86100%$478.8K$482.3K+$3.5K2026-10-14
Grange Capital, LLC
INCREASED8,8004,700+4,100+87%$253.9K$479.0K+$225.0K2026-10-20
Salem Investment Counselors Inc
UNCHANGED8,8008,80000%$475.5K$479.0K+$3.5K2026-10-13
Private Trust Co NA
INCREASED8,6477,915+732+9%$427.6K$470.7K+$43.0K2026-10-20
KCM Investment Advisors LLC
UNCHANGED8,5658,56500%$462.8K$466.2K+$3.4K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED8,4638,435+28+0%$455.8K$460.6K+$4.9K2026-10-30
Elmwood Wealth Management, Inc.
UNCHANGED8,4368,43600%$455.8K$459.2K+$3.4K2026-10-14
Claro Advisors Inc.
UNCHANGED8,2108,21000%$443.6K$446.9K+$3.3K2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED8,0028,00200%$432.0K$436-$431.6K2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED7,9957,99500%$432.0K$435.2K+$3.2K2026-10-22
Syverson Strege & Co
INCREASED7,8297,828+1+0%$422.9K$426.1K+$3.2K2026-11-02
First Nebraska Trust Co
UNCHANGED7,8157,81500%$422.2K$425.4K+$3.1K2026-10-30
Obermeyer Wealth Partners
UNCHANGED7,7407,74000%$418.2K$421.3K+$3.1K2026-10-21
Robinson Smith Wealth Advisors LLC
UNCHANGED7,5487,54800%$407.8K$410.8K+$3.0K2026-10-22
Blue Fin Capital, Inc.
DECREASED7,4738,883-1,410-16%$479.9K$406.8K-$73.2K2026-10-28
Novem Group
UNCHANGED7,4187,41800%$400.8K$403.8K+$3.0K2026-10-19
First Pacific Financial
INCREASED7,4067,200+206+3%$389.0K$403.1K+$14.1K2026-10-14
Global Assets Advisory, LLC
UNCHANGED7,3507,35000%$398.0K$405.2K+$7.2K2026-10-28
Soundwatch Capital LLC
UNCHANGED7,1857,18500%$388.2K$394.0K+$5.7K2026-11-04
Abacus Wealth Partners, LLC
DECREASED7,07412,220-5,146-42%$660.2K$385.0K-$275.2K2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED6,9886,98800%$377.6K$380.4K+$2.8K2026-10-27
Diversify Advisory Services, LLC
INCREASED6,9046,878+26+0%$375.5K$387.3K+$11.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,9046,878+26+0%$375.5K$387.3K+$11.9K2026-10-20
Carnegie Investment Counsel
INCREASED6,7996,531+268+4%$352.9K$370.1K+$17.2K2026-10-20
Busey Bank
UNCHANGED6,7926,79200%$367.0K$369.7K+$2.7K2026-10-26
HUB Investment Partners, LLC
NEW6,510—+6,510——$354.4K—2026-11-03
Clarity Wealth Advisors, LLC
DECREASED6,3666,676-310-5%$360.7K$346.5K-$14.2K2026-10-21
Curated Wealth Partners LLC
UNCHANGED6,3456,34500%$342.8K$345.4K+$2.5K2026-10-15
MBA Advisors LLC
UNCHANGED6,3406,34000%$342.6K$345.1K+$2.5K2026-10-29
Steph & Co
UNCHANGED6,2736,27300%$338.9K$341.4K+$2.5K2026-10-07
Paragon Capital Management Ltd
UNCHANGED6,2406,24000%$337.1K$339.6K+$2.5K2026-10-09
WealthBridge Capital Management, LLC
INCREASED6,2316,225+6+0%$336.3K$339.2K+$2.8K2026-10-16
Mallini Complete Financial Planning LLC
INCREASED6,0786,069+9+0%$327.9K$330.9K+$2.9K2026-10-06
HCR Wealth Advisors
UNCHANGED6,0006,00000%$324.2K$326.6K+$2.4K2026-10-15
Trust Co of Toledo NA
UNCHANGED6,0006,00000%$324.2K$326.6K+$2.4K2026-10-16
Compass Financial Management LLC
UNCHANGED5,9515,95100%$321.5K$323.9K+$2.4K2026-10-30
Laurel Wealth Planning LLC
UNCHANGED5,8115,81100%$314.0K$316.3K+$2.3K2026-11-02
Facet Wealth, Inc.
NEW5,689—+5,689——$309.7K—2026-11-04
Pinnacle Associates LTD
DECREASED5,6055,630-250%$304.2K$305.1K+$8912026-10-20
Breakwater Investment Management
UNCHANGED5,6005,60000%$302.6K$304.8K+$2.2K2026-10-20
Trek Financial, LLC
DECREASED5,5936,962-1,369-20%$376.2K$304.4K-$71.7K2026-10-29
Lanark Financial, Inc.
INCREASED5,4515,415+36+1%$292.6K$296.7K+$4.1K2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED5,4505,45000%$294.5K$296.7K+$2.2K2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED5,3435,34300%$288.7K$291.6K+$2.9K2026-10-16
Bond & Devick Financial Network, Inc.
UNCHANGED5,3355,33500%$288.3K$290.4K+$2.1K2026-10-23
Midwest Financial Group LLC
INCREASED5,2925,273+19+0%$284.9K$288.0K+$3.1K2026-10-15
Decision Investments, Inc
UNCHANGED5,2805,28000%$285.3K$287.4K+$2.1K2026-10-07
Dynamic Advisor Solutions LLC
INCREASED5,2774,492+785+17%$242.7K$287.2K+$44.5K2026-10-13
Fermata Advisors, LLC
INCREASED5,2435,235+8+0%$282.8K$285.4K+$2.6K2026-10-13
Insight Inv LLC
UNCHANGED5,2055,20500%$281.2K$283.3K+$2.1K2026-10-27
Hara Capital LLC
UNCHANGED5,0005,00000%$270.2K$272.2K+$2.0K2026-10-30
CapWealth Advisors, LLC
UNCHANGED5,0005,00000%$270.2K$272.2K+$2.0K2026-10-05
Ferguson Wellman Capital Management, Inc
UNCHANGED4,9904,99000%$269.6K$271.6K+$2.0K2026-10-05
RVW Wealth, LLC
DECREASED4,9565,598-642-11%$302.5K$269.8K-$32.7K2026-10-06
Cherry Tree Wealth Management, LLC
UNCHANGED4,8904,89000%$264.2K$266.2K+$2.0K2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED4,8834,88300%$263.8K$265.8K+$2.0K2026-10-29
Wesbanco Bank Inc
UNCHANGED4,8604,86000%$262.6K$264.5K+$1.9K2026-11-04
Visionary Wealth Advisors
UNCHANGED4,8604,86000%$262.6K$264.5K+$1.9K2026-11-04
Center For Asset Management LLC
UNCHANGED4,8074,80700%$259.7K$261.6K+$1.9K2026-10-16
Brookstone Capital Management
INCREASED4,7904,717+73+2%$254.8K$260.7K+$5.9K2026-10-22
PKS Advisory Services, LLC
UNCHANGED4,7524,75200%$256.7K$256.7K$02026-10-26
Armor Investment Advisors, LLC
UNCHANGED4,7504,75000%$256.6K$258.5K+$1.9K2026-10-27
Iowa State Bank
UNCHANGED4,7504,75000%$256.6K$258.5K+$1.9K2026-10-06
Allegheny Financial Group
INCREASED4,6844,668+16+0%$252.2K$255.0K+$2.8K2026-11-05
Lakewood Asset Management LLC
NEW4,675—+4,675——$254.5K—2026-10-26
Graves Light Lenhart Wealth, Inc.
UNCHANGED4,6604,66000%$251.8K$253.6K+$1.9K2026-10-09
Csenge Advisory Group
INCREASED4,5884,574+14+0%$247.1K$249.7K+$2.6K2026-11-04
Fulcrum Wealth Advisors, LLC
NEW4,552—+4,552——$247.8K—2026-10-16
Cogent Strategic Wealth LLC
UNCHANGED4,5004,50000%$243.1K$244.9K+$1.8K2026-10-22
Prairiewood Capital, LLC
UNCHANGED4,4914,49100%$242.6K$244.4K+$1.8K2026-10-16
Third View Private Wealth, LLC
UNCHANGED4,3794,37900%$236.6K$238.3K+$1.8K2026-10-30
First Affirmative Financial Network
NEW4,353—+4,353——$236.9K—2026-10-21
Heritage Investment Group, Inc.
DECREASED4,3374,466-129-3%$241.3K$236.1K-$5.2K2026-11-03
LexAurum Advisors, LLC
UNCHANGED4,3304,33000%$234.0K$235.7K+$1.7K2026-10-19
Level Wealth Management LLC
NEW4,321—+4,321——$235.2K—2026-10-23
GS Investments, Inc.
UNCHANGED4,2904,29000%$231.8K$233.5K+$1.7K2026-11-05
Summit Wealth Group LLC / Co
UNCHANGED4,2414,24100%$229.1K$230.8K+$1.7K2026-10-29
Naples Global Advisors, LLC
UNCHANGED4,1474,14700%$224.0K$225.7K+$1.7K2026-11-05
Pacific Center for Financial Services
INCREASED4,1314,129+2+0%$223.1K$224.9K+$1.8K2026-10-15
Williams Jones Wealth Management, Llc.
UNCHANGED4,1154,11500%$222.3K$224.0K+$1.6K2026-11-05
Strategic Blueprint, LLC
UNCHANGED4,0504,05000%$218.8K$220.4K+$1.6K2026-10-22
Milestone Investment Advisors LLC
UNCHANGED4,0004,00000%$216.1K$217.7K+$1.6K2026-11-05
Old Port Advisors
UNCHANGED3,9303,93000%$212.3K$213.9K+$1.6K2026-10-23
Kingswood Wealth Advisors, LLC
UNCHANGED3,9263,92600%$212.1K$213.7K+$1.6K2026-10-23
Axxcess Wealth Management, LLC
NEW3,857—+3,857——$209.9K—2026-10-21
Flagship Harbor Advisors, LLC
NEW3,771—+3,771——$205.2K—2026-10-26
Oakworth Capital, Inc.
INCREASED3,7652,223+1,542+69%$120.1K$204.9K+$84.8K2026-10-26
Thrive Wealth Management, LLC
UNCHANGED3,7503,75000%$202.6K$204.1K+$1.5K2026-10-13
Diesslin Group, Inc.
DECREASED3,7046,488-2,784-43%$350.5K$201.6K-$148.9K2026-10-14
Maseco LLP
UNCHANGED3,7003,70000%$199.9K$201.4K+$1.6K2026-10-27
SJS Investment Consulting Inc.
UNCHANGED3,5353,53500%$191.0K$192.4K+$1.4K2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED3,2923,216+76+2%$173.8K$179.2K+$5.4K2026-10-19
Trellis Wealth Advisors LLC
NEW3,220—+3,220——$175.3K—2026-10-19
Balentine LLC
DECREASED3,1123,186-74-2%$172.1K$169.4K-$2.8K2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,8212,82100%$152.4K$153.5K+$1.1K2026-10-20
GHP Investment Advisors, Inc.
DECREASED2,7432,851-108-4%$154.0K$149.3K-$4.7K2026-10-15
Edgemoor Investment Advisors, Inc.
NEW2,601—+2,601——$141.6K—2026-11-03
RMG Wealth Management LLC
UNCHANGED2,5732,57300%$144.4K$144.6K+$1542026-10-26
Hoese & Co LLP
UNCHANGED2,5702,57000%$138.8K$139.9K+$1.1K2026-10-21
Cullen T Bankers, Inc.
UNCHANGED2,5002,50000%$135.1K$136.1K+$1.0K2026-10-28
Archer Investment Corp
UNCHANGED2,3692,36900%$128.0K$128.9K+$9482026-11-05
Marshall & Sterling Wealth Advisors Inc.
NEW2,322—+2,322——$126.4K—2026-10-28
Barrett & Company, Inc.
UNCHANGED2,1852,18500%$118.0K$118.9K+$8742026-10-22
Provenance Wealth Advisors, LLC
NEW2,079—+2,079——$113.2K—2026-10-30
Sage Mountain Advisors LLC
UNCHANGED2,0202,02000%$109.1K$109.9K+$8082026-11-02
Creative Financial Designs Inc
INCREASED2,0142,007+7+0%$108.4K$109.6K+$1.2K2026-11-04
Woodard & Co Asset Management Group Inc
UNCHANGED2,0002,00000%$108.1K$108.9K+$8002026-11-03
Valley National Advisers Inc
UNCHANGED1,9551,95500%$105.6K$106.4K+$7822026-10-23
Blume Capital Management, Inc.
UNCHANGED1,8361,83600%$99.2K$100.0K+$7352026-10-26
Elevation Wealth Partners, LLC
DECREASED1,6091,697-88-5%$91.7K$87.6K-$4.1K2026-10-07
Arlington Trust Co LLC
UNCHANGED1,5501,55000%$83.7K$84.4K+$6202026-10-20
Blue Trust, Inc.
INCREASED1,482220+1,262+574%$11.9K$80.7K+$68.8K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED1,4812,756-1,275-46%$148.9K$80.6K-$68.3K2026-11-04
Legacy Bridge, LLC
UNCHANGED1,4501,45000%$78.3K$78.9K+$5802026-10-28
Triumph Capital Management
UNCHANGED1,4271,42700%$77.1K$77.7K+$5702026-10-14
Signature Resources Capital Management, LLC
UNCHANGED1,4221,42200%$76.8K$77.4K+$5682026-10-16
Cornerstone National Bank & Trust Co
UNCHANGED1,4151,41500%$76.5K$77.2K+$7502026-10-20
IMG Wealth Management, Inc.
UNCHANGED1,3101,31000%$70.8K$71.3K+$5242026-10-27
Downshift Financial, LLC
INCREASED1,3051,301+4+0%$70.3K$71.0K+$7502026-10-13
Financial Consulate, Inc
UNCHANGED1,2651,26500%$68.3K$68.9K+$5062026-10-23
Guardian Partners Inc.
UNCHANGED1,2551,25500%$67.8K$68.3K+$5022026-10-21
Washington Trust Advisors, Inc.
UNCHANGED1,2071,20700%$65.2K$65.7K+$4832026-10-22
Chilton Capital Management LLC
INCREASED1,1361,050+86+8%$56.7K$61.8K+$5.1K2026-10-28
High Point Wealth Management, LLC
INCREASED1,0721,068+4+0%$57.7K$58.3K+$6302026-11-05
Activest Wealth Management
INCREASED1,0501,047+3+0%$56.5K$57.2K+$6172026-10-15
Avion Wealth
INCREASED993498+495+99%$26$54.0K+$54.0K2026-11-04
Townsend Asset Management Corp
UNCHANGED96096000%$51.9K$52.3K+$3842026-10-29
Latitude Advisors, LLC
NEW930—+930——$50.6K—2026-10-27
Gamma Investing LLC
UNCHANGED92292200%$49.8K$50.2K+$3682026-10-08
Rossby Financial, LCC
INCREASED811325+486+150%$17.6K$44.1K+$26.6K2026-11-05
Signaturefd, LLC
UNCHANGED77077000%$41.6K$41.9K+$3082026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED76076000%$41.1K$41.4K+$3042026-10-13
Buck Wealth Strategies, LLC
INCREASED739736+3+0%$39.8K$40.2K+$4342026-10-28
Lodestone Wealth Management LLC
UNCHANGED72572500%$39.2K$39.5K+$2902026-10-14
Tsfg, LLC
DECREASED6901,115-425-38%$60.0K$38-$60.0K2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED67567500%$36.5K$36.7K+$2702026-11-03
Mosley Wealth Management
UNCHANGED58658600%$31.7K$32.9K+$1.2K2026-10-16
Versant Capital Management, Inc
INCREASED570568+2+0%$30.7K$31.0K+$3352026-10-02
Asset Dedication, LLC
INCREASED569568+1+0%$30.7K$31.0K+$2572026-11-03
Mascoma Wealth Management LLC
INCREASED536534+2+0%$28.9K$29.2K+$3152026-10-23
McCarley & Cook Financial Planners
UNCHANGED53053000%$28.6K$28.8K+$2122026-10-21
Align Financial, LLC
UNCHANGED52152100%$28.2K$28.4K+$2082026-10-16
Godsey & Gibb, Inc
UNCHANGED46546500%$25.1K$25.3K+$1862026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED44544500%$24.0K$24.2K+$1782026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED44344300%$23.9K$24.1K+$1772026-10-23
Kroeger Financial Partners
UNCHANGED43943900%$23.7K$23.9K+$1762026-10-19
Abound Wealth Management
INCREASED434433+1+0%$23.4K$23.6K+$2262026-10-26
Salomon & Ludwin, LLC
UNCHANGED38438400%$20.8K$20.9K+$1462026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED35035000%$18.9K$19.1K+$1432026-10-15
Fairway Wealth LLC
UNCHANGED34534500%$18.6K$18.8K+$1382026-10-30
Private Wealth Management Group, LLC
UNCHANGED32832800%$17.7K$17.9K+$1322026-10-19
Noble Wealth Management PBC
DECREASED300780-480-62%$42.1K$16.3K-$25.8K2026-10-01
Reicon Wealth Advisors, LLC
UNCHANGED30030000%$16.2K$16.3K+$1202026-11-04
Tounjian Advisory Partners, LLC
INCREASED260259+1+0%$14.0K$14.1K+$1532026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED19019000%$10.3K$10.3K+$762026-10-30
CX Institutional
UNCHANGED15715700%$8$9+$12026-10-02
Markowski Investments
UNCHANGED11511500%$6.2K$6.3K+$462026-10-30
Next Level Wealth Planning, LLC
NEW100—+100——$5.4K—2026-10-29
Central Pacific Bank - Trust Division
INCREASED9938+61+161%$2.1K$5.4K+$3.3K2026-10-06
Ascentis Independent Advisors
NEW25—+25——$1.4K—2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED1100%$55$55$02026-10-27
Smith Salley Wealth Management
CLOSED059,300-59,300-100%$3.2M$0-$3.2M2026-11-03
LJI Wealth Management, LLC
CLOSED011,000-11,000-100%$594.3K$0-$594.3K2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED010,891-10,891-100%$588.4K$0-$588.4K2026-10-16
RIA Advisory Group LLC
CLOSED010,231-10,231-100%$552.8K$0-$552.8K2026-10-15
Sightline Wealth Advisors, LLC
CLOSED09,290-9,290-100%$502.0K$0-$502.0K2026-10-21
StoneX Group Inc.
CLOSED05,805-5,805-100%$313.0K$0-$313.0K2026-11-03
Focus Financial Network, Inc.
CLOSED04,318-4,318-100%$233.3K$0-$233.3K2026-10-14
Sims Investment Management, LLC
CLOSED04,013-4,013-100%$202.5K$0-$202.5K2026-10-13
Mayfair Advisory Group, LLC
CLOSED03,960-3,960-100%$215.5K$0-$215.5K2026-10-20
Provident Wealth Management, LLC
CLOSED02,379-2,379-100%$128.5K$0-$128.5K2026-10-20
Gill Capital Partners, LLC
CLOSED01,890-1,890-100%$102.1K$0-$102.1K2026-10-13
Founders Capital Management
CLOSED01,638-1,638-100%$88.5K$0-$88.5K2026-10-13
International Assets Investment Management, LLC
CLOSED0290-290-100%$15.7K$0-$15.7K2026-11-02
Robinswood Financial LLC
CLOSED0205-205-100%$11.1K$0-$11.1K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED070-70-100%$3.8K$0-$3.8K2026-10-14
Citigroup Inc
CLOSED01-1-100%$54$0-$542026-11-04
Bank of America Corp
N/A—10,913,014-10,913,014-100%$589.6M———
Ameriprise Financial Inc
N/A—7,906,162-7,906,162-100%$428.8M———
PNC Financial Services Group, Inc.
N/A—4,845,541-4,845,541-100%$261.8M———
Envestnet Asset Management Inc
N/A—4,787,226-4,787,226-100%$258.6M———
Waverly Advisors, LLC
N/A—3,577,537-3,577,537-100%$193.3M———
Mariner, LLC
N/A—3,028,669-3,028,669-100%$163.6M———
LPL Financial LLC
N/A—2,999,878-2,999,878-100%$162.1M———
Wells Fargo & Company
N/A—2,244,137-2,244,137-100%$121.3M———
Morgan Stanley
N/A—2,130,186-2,130,186-100%$115.1M———
CI Investments Inc.
N/A—1,594,635-1,594,635-100%$86.2M———
Focus Partners Wealth
N/A—1,590,833-1,590,833-100%$86.0M———
Northwestern Mutual Wealth Management Co
N/A—1,581,355-1,581,355-100%$85.4M———
Raymond James Financial Inc
N/A—1,539,147-1,539,147-100%$83.2M———
Invesco Ltd.
N/A—1,481,520-1,481,520-100%$80.0M———
Pinnacle Financial Partners, Inc.
N/A—1,283,319-1,283,319-100%$69.3M———
Royal Bank of Canada
N/A—1,231,992-1,231,992-100%$66.6M———
Cetera Investment Advisers
N/A—971,329-971,329-100%$52.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—910,610-910,610-100%$49.2M———
UBS Group AG
N/A—780,830-780,830-100%$42.2M———
Osaic Holdings, Inc.
N/A—715,210-715,210-100%$38.6M———
Penserra Capital Management LLC
N/A—714,113-714,113-100%$38.6M———
Equitable Holdings, Inc.
N/A—668,640-668,640-100%$36.1M———
Rothschild Investment LLC
N/A—656,475-656,475-100%$35.5M———
WCG Wealth Advisors LLC
N/A—622,011-622,011-100%$33.6M———
HighTower Advisors, LLC
N/A—605,721-605,721-100%$32.7M———
JPMorgan Chase & Co
N/A—601,650-601,650-100%$32.5M———
Boulder Wealth Advisors, LLC
N/A—565,247-565,247-100%$30.5M———
National Bank of Canada
N/A—526,029-526,029-100%$28.4M———
AQR Capital Management LLC
N/A—524,792-524,792-100%$28.4M———
Pathstone Holdings, LLC
N/A—518,814-518,814-100%$28.0M———
Wharton Business Group, LLC
N/A—495,030-495,030-100%$26.7M———
World Investment Advisors
N/A—398,063-398,063-100%$18.9M———
Allworth Financial LP
N/A—371,630-371,630-100%$20.1M———
Captrust Financial Advisors
N/A—362,647-362,647-100%$19.6M———
Mercer Global Advisors Inc
N/A—327,806-327,806-100%$17.7M———
Steward Partners Investment Advisory, LLC
N/A—324,372-324,372-100%$17.5M———
Jones Financial Companies Lllp
N/A—312,306-312,306-100%$16.8M———
Wealthspire Retirement, LLC
N/A—307,679-307,679-100%$16.6M———
Essex Financial Services, Inc.
N/A—278,290-278,290-100%$15.0M———
Wood Tarver Financial Group, LLC
N/A—272,076-272,076-100%$14.7M———
Glenmede Trust Co NA
N/A—271,469-271,469-100%$14.7M———
Quantinno Capital Management LP
N/A—261,666-261,666-100%$14.1M———
Wealthspire Advisors, LLC
N/A—259,970-259,970-100%$14.0M———
Compass Financial Group, Inc.
N/A—259,744-259,744-100%$14.0M———
Vestmark Advisory Solutions, Inc.
N/A—259,061-259,061-100%$14.0M———
FMR LLC
N/A—237,118-237,118-100%$12.8M———
Osborne Partners Capital Management, LLC
N/A—235,402-235,402-100%$12.7M———
IEQ Capital, LLC
N/A—228,572-228,572-100%$12.3M———
Trinity Legacy Partners, LLC
N/A—210,581-210,581-100%$11.5M———
Cerity Partners LLC
N/A—195,389-195,389-100%$10.6M———
Wimmer Associates 1, LLC
N/A—189,779-189,779-100%$10.3M———
Blair William & Co
N/A—173,883-173,883-100%$9.4M———
Federation des caisses Desjardins du Quebec
N/A—170,687-170,687-100%$9.2M———
MML Investors Services, LLC
N/A—164,935-164,935-100%$8.9M———
Arkadios Wealth Advisors
N/A—152,694-152,694-100%$8.3M———
Goldman Sachs Group Inc
N/A—149,370-149,370-100%$8.1M———
Prosperity Consulting Group, LLC
N/A—148,117-148,117-100%$8.0M———
Janney Montgomery Scott LLC
N/A—146,483-146,483-100%$7.9M———
Baird Financial Group, Inc.
N/A—141,996-141,996-100%$7.7M———
Ellevest, Inc.
N/A—140,355-140,355-100%$7.6M———
Rockefeller Capital Management L.P.
N/A—125,886-125,886-100%$6.8M———
MAI Capital Management
N/A—125,519-125,519-100%$6.8M———
Cornerstone Advisory, LLC
N/A—122,805-122,805-100%$6.6M———
Hirtle & Co., LLC
N/A—116,689-116,689-100%$6.3M———
Stifel Financial Corp
N/A—114,441-114,441-100%$6.2M———
Northern Trust Corp
N/A—87,380-87,380-100%$4.7M———
One Wealth Map LLC
N/A—86,410-86,410-100%$4.7M———
Rollins Financial Advisors, LLC
N/A—83,217-83,217-100%$4.5M———
Modern Wealth Management, LLC
N/A—78,409-78,409-100%$4.2M———
Peapack Gladstone Financial Corp
N/A—78,102-78,102-100%$4.2M———
Wealthfront Advisers LLC
N/A—66,381-66,381-100%$3.6M———
Moneta Group Investment Advisors LLC
N/A—66,376-66,376-100%$3.6M———
Cresset Asset Management, LLC
N/A—66,251-66,251-100%$3.6M———
Institute for Wealth Management, Llc.
N/A—59,446-59,446-100%$3.2M———
Citadel Advisors LLC
N/A—59,040-59,040-100%$3.2M———
WFA of San Diego, LLC
N/A—58,631-58,631-100%$3.3M———
Northwest Bancshares, Inc.
N/A—56,813-56,813-100%$3.1M———
Beacon Pointe Advisors, LLC
N/A—56,782-56,782-100%$3.1M———
Great Valley Advisor Group, Inc.
N/A—54,308-54,308-100%$2.9M———
Great Lakes Advisors, LLC
N/A—46,509-46,509-100%$2.5M———
BlackRock, Inc.
N/A—46,459-46,459-100%$2.5M———
Merit Financial Group, LLC
N/A—44,623-44,623-100%$2.4M———
Financial Engines Advisors L.L.C.
N/A—44,587-44,587-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—43,269-43,269-100%$2.3M———
Integrated Wealth Concepts LLC
N/A—42,618-42,618-100%$2.3M———
Savant Capital, LLC
N/A—41,340-41,340-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—40,188-40,188-100%$2.2M———
McNamara Financial Services, Inc.
N/A—39,759-39,759-100%$2.1M———
Private Advisor Group, LLC
N/A—38,468-38,468-100%$2.1M———
EP Wealth Advisors, LLC
N/A—37,367-37,367-100%$2.0M———
Novare Capital Management LLC
N/A—37,270-37,270-100%$2.0M———
Independent Advisor Alliance
N/A—35,818-35,818-100%$1.9M———
Rather & Kittrell, Inc.
N/A—34,464-34,464-100%$1.9M———
Bragg Financial Advisors, Inc
N/A—32,710-32,710-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—32,661-32,661-100%$1.8M———
Ballentine Partners, LLC
N/A—32,484-32,484-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—31,295-31,295-100%$1.7M———
Glen Eagle Advisors, LLC
N/A—30,724-30,724-100%$1.7M———
Summit Financial, LLC
N/A—30,404-30,404-100%$1.6M———
NewEdge Advisors, LLC
N/A—30,239-30,239-100%$1.6M———
Diversified Trust Co
N/A—29,280-29,280-100%$1.6M———
Addison Advisors LLC
N/A—28,600-28,600-100%$1.5M———
Envision Financial Transparency, LLC
N/A—28,528-28,528-100%$1.7M———
Wealthspan Partners, LLC
N/A—27,758-27,758-100%$1.5M———
CIBC Bancorp USA Inc.
N/A—27,672-27,672-100%$1.5M———
Empowered Funds, LLC
N/A—27,531-27,531-100%$1.5M———
Cambria Investment Management, L.P.
N/A—27,531-27,531-100%$1.5M———
Dorsey & Whitney Trust Co LLC
N/A—26,150-26,150-100%$1.4M———
Sovereign Financial Group, Inc.
N/A—26,022-26,022-100%$1.4M———
Western Wealth Management, LLC
N/A—25,196-25,196-100%$1.4M———
Neuberger Berman Group LLC
N/A—25,120-25,120-100%$1.4M———
Aimz Investment Advisors, LLC
N/A—25,000-25,000-100%$1.4M———
Austin Wealth Management, LLC
N/A—24,233-24,233-100%$1.3M———
Ancora Advisors LLCA
N/A—23,680-23,680-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—23,185-23,185-100%$1.3M———
UBS Asset Management Americas LLC
N/A—22,383-22,383-100%$1.2M———
Huntington National Bank
N/A—22,289-22,289-100%$1.2M———
Bernicke Wealth Management, Ltd.
N/A—20,441-20,441-100%$1.1M———
CIBC World Market Inc.
N/A—18,906-18,906-100%$1.0M———
Gladstone Institutional Advisory LLC
N/A—18,750-18,750-100%$1.0M———
Nuveen, LLC
N/A—18,371-18,371-100%$992.6K———
Bank of Montreal
N/A—17,931-17,931-100%$968.8K———
Arax Advisory Partners
N/A—16,520-16,520-100%$892.6K———
Kintra Wealth, LLC
N/A—15,903-15,903-100%$897.9K———
Natixis Advisors, LLC
N/A—15,698-15,698-100%$848.0K———
Evercore Wealth Management, LLC
N/A—15,473-15,473-100%$836.0K———
Perennial Investment Advisors, LLC
N/A—14,716-14,716-100%$795.1K———
Brown Advisory Inc
N/A—14,594-14,594-100%$788.5K———
Legacy Financial Group LLC
N/A—14,234-14,234-100%$769.1K———
&partners
N/A—13,258-13,258-100%$716.3K———
Catalyst Financial Partners LLC
N/A—13,247-13,247-100%$715.7K———
Aptus Capital Advisors, LLC
N/A—12,048-12,048-100%$651.0K———
Choate Investment Advisors
N/A—12,000-12,000-100%$648.4K———
Gateway Wealth Partners, LLC
N/A—11,528-11,528-100%$622.9K———
Clearstead Advisors, LLC
N/A—11,380-11,380-100%$614.8K———
Estate Counselors, LLC
N/A—10,975-10,975-100%$593.0K———
O'shaughnessy Asset Management, LLC
N/A—10,185-10,185-100%$550.3K———
AssuredPartners Investment Advisors, LLC
N/A—10,164-10,164-100%$549.2K———
Foster & Motley Inc
N/A—10,143-10,143-100%$548.0K———
Glassman Wealth Services
N/A—9,732-9,732-100%$525.8K———
Keel Point, LLC
N/A—9,582-9,582-100%$517.7K———
Johnson Investment Counsel Inc
N/A—9,416-9,416-100%$508.7K———
Trailhead Planners LLC
N/A—9,086-9,086-100%$490.9K———
D. E. Shaw & Co., Inc.
N/A—8,876-8,876-100%$479.6K———
Freestone Capital Holdings, LLC
N/A—8,871-8,871-100%$479.3K———
Roundview Capital LLC
N/A—8,865-8,865-100%$479.0K———
HighPoint Advisor Group LLC
N/A—8,685-8,685-100%$469.2K———
NWK Group, Inc.
N/A—8,500-8,500-100%$459.3K———
Beckerman Institutional, LLC
N/A—8,425-8,425-100%$455.2K———
Intellus Advisors LLC
N/A—8,400-8,400-100%$453.9K———
SCS Capital Management LLC
N/A—8,113-8,113-100%$438.3K———
Qube Research & Technologies Ltd
N/A—7,910-7,910-100%$427.4K———
Advisory Services Network, LLC
N/A—7,812-7,812-100%$422.1K———
XTX Topco Ltd
N/A—7,799-7,799-100%$421.4K———
SOA Wealth Advisors, Llc.
N/A—7,689-7,689-100%$415.4K———
Opus Financial Solutions LLC
N/A—7,481-7,481-100%$404.2K———
JMG Financial Group, Ltd.
N/A—7,438-7,438-100%$401.9K———
Empower Advisory Group, LLC
N/A—7,408-7,408-100%$400.3K———
Flow Traders U.S. LLC
N/A—6,877-6,877-100%$372.0K———
Haverford Trust Co
N/A—6,730-6,730-100%$363.6K———
SageView Advisory Group, LLC
N/A—6,689-6,689-100%$361.4K———
Sanctuary Advisors, LLC
N/A—6,631-6,631-100%$358.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—6,615-6,615-100%$357.4K———
Financial Alternatives, Inc
N/A—6,524-6,524-100%$352.5K———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,515-6,515-100%$352.0K———
Scotia Capital Inc.
N/A—6,430-6,430-100%$347.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,422-6,422-100%$347.0K———
First Commonwealth Financial Corp
N/A—6,400-6,400-100%$345.8K———
Harbour Investments, Inc.
N/A—6,299-6,299-100%$340.3K———
Permanent Capital Management, LP
N/A—6,286-6,286-100%$339.6K———
Clark Capital Management Group, Inc.
N/A—6,263-6,263-100%$338.4K———
BFC Planning, Inc.
N/A—6,185-6,185-100%$334.2K———
Genesis Wealth Advisors, LLC
N/A—5,940-5,940-100%$320.9K———
Tidemark, LLC
N/A—5,900-5,900-100%$318.8K———
Insigneo Advisory Services, LLC
N/A—5,886-5,886-100%$318.0K———
Pure Financial Advisors, LLC
N/A—5,823-5,823-100%$314.6K———
HBK Sorce Advisory LLC
N/A—5,800-5,800-100%$323.5K———
Van Hulzen Asset Management, LLC
N/A—5,650-5,650-100%$305.3K———
Tilson Financial Group, Inc.
N/A—5,535-5,535-100%$299.0K———
Renaissance Technologies LLC
N/A—5,506-5,506-100%$297.5K———
First Long Island Investors, LLC
N/A—5,500-5,500-100%$297.2K———
Benjamin Edwards Inc
N/A—5,461-5,461-100%$295.1K———
Global Retirement Partners, LLC
N/A—5,441-5,441-100%$294.0K———
EQ Wealth Advisors, LLC
N/A—5,329-5,329-100%$287.9K———
NorthRock Partners, LLC
N/A—5,251-5,251-100%$283.7K———
AE Wealth Management LLC
N/A—5,235-5,235-100%$282.8K———
Geometric Wealth Advisors
N/A—5,180-5,180-100%$279.9K———
Syon Capital LLC
N/A—5,178-5,178-100%$279.8K———
FAS Wealth Partners, Inc.
N/A—5,113-5,113-100%$276.3K———
Capital Analysts, LLC
N/A—5,082-5,082-100%$275.0K———
M&T Bank Corp
N/A—5,045-5,045-100%$272.6K———
Banque Transatlantique SA
N/A—4,725-4,725-100%$255.3K———
Sandy Cove Advisors, LLC
N/A—4,715-4,715-100%$254.8K———
New Republic Capital, LLC
N/A—4,669-4,669-100%$252.2K———
Crewe Advisors LLC
N/A—4,640-4,640-100%$250.7K———
Fidelis Capital Partners, LLC
N/A—4,572-4,572-100%$247.0K———
IFG Advisory, LLC
N/A—4,510-4,510-100%$243.7K———
Park Place Capital Corp
N/A—4,446-4,446-100%$240.2K———
GenTrust, LLC
N/A—4,425-4,425-100%$239.1K———
Webster Bank, N. A.
N/A—4,351-4,351-100%$235.1K———
Moors & Cabot, Inc.
N/A—4,272-4,272-100%$230.8K———
Capital Advisors Inc
N/A—4,265-4,265-100%$230.4K———
Clearwater Capital Advisors, LLC
N/A—4,223-4,223-100%$228.2K———
Tradition Wealth Management, LLC
N/A—4,140-4,140-100%$223.7K———
Advisory Alpha, LLC
N/A—4,111-4,111-100%$222.1K———
Flputnam Investment Management Co
N/A—4,044-4,044-100%$218.5K———
Quotient Wealth Partners, LLC
N/A—3,985-3,985-100%$215.3K———
Vanguard Advisers Inc
N/A—3,980-3,980-100%$215.0K———
Traction Financial Partners, LLC
N/A—3,980-3,980-100%$215.0K———
Betterment LLC
N/A—3,977-3,977-100%$215.0K———
Vident Advisory, LLC
N/A—3,975-3,975-100%$214.8K———
Belpointe Asset Management LLC
N/A—3,860-3,860-100%$208.6K———
Fortis Capital Advisors, LLC
N/A—3,860-3,860-100%$208.6K———
Spartan Wealth Advisory Services LLC
N/A—3,800-3,800-100%$205.3K———
Lavaca Capital LLC
N/A—3,533-3,533-100%$190.9K———
Johnson Financial Group, Inc.
N/A—3,475-3,475-100%$187.8K———
ST Germain D J Co Inc
N/A—3,475-3,475-100%$187.8K———
Bartlett & Co. Wealth Management LLC
N/A—3,243-3,243-100%$175.2K———
Ankerstar Wealth, LLC
N/A—3,070-3,070-100%$165.9K———
IAG Wealth Partners, LLC
N/A—2,693-2,693-100%$145.5K———
Dunhill Financial, LLC
N/A—2,431-2,431-100%$131.4K———
BOK Financial Private Wealth, Inc.
N/A—2,302-2,302-100%$124.4K———
Russell Investments Group, Ltd.
N/A—2,189-2,189-100%$118.3K———
Hantz Financial Services, Inc.
N/A—1,985-1,985-100%$107.0K———
Brown Brothers Harriman & Co
N/A—1,935-1,935-100%$104.5K———
Vanguard National Trust Co
N/A—1,900-1,900-100%$102.7K———
Tower Research Capital LLC (TRC)
N/A—1,674-1,674-100%$90.4K———
UMB Bank, n.a.
N/A—1,568-1,568-100%$84.7K———
Atlantic Union Bankshares Corp
N/A—1,550-1,550-100%$83.7K———
Providence Capital Advisors, LLC
N/A—1,500-1,500-100%$81.0K———
Coston, McIsaac & Partners
N/A—1,475-1,475-100%$79.0K———
Steigerwald, Gordon & Koch Inc.
N/A—1,363-1,363-100%$73.6K———
GW&K Investment Management, LLC
N/A—1,258-1,258-100%$68.0K———
Smithfield Trust Co
N/A—1,205-1,205-100%$65.0K———
Caldwell Sutter Capital, Inc.
N/A—1,075-1,075-100%$58.1K———
Cetera Trust Company, N.a
N/A—1,000-1,000-100%$54.0K———
Synergy Investment Management, LLC
N/A—990-990-100%$53.5K———
Osbon Capital Management LLC
N/A—945-945-100%$51.1K———
Allied Private Wealth LLC
N/A—910-910-100%$49.1K———
Geneos Wealth Management Inc.
N/A—861-861-100%$46.5K———
Smartleaf Asset Management LLC
N/A—841-841-100%$45.4K———
Tiaa Wealth Investment Management LLC
N/A—755-755-100%$40.8K———
Strategic Wealth Partners, Ltd.
N/A—747-747-100%$40.4K———
Vision Retirement, LLC
N/A—720-720-100%$38.9K———
Luminist Capital LLC
N/A—650-650-100%$35.1K———
C M Bidwell & Associates LTD
N/A—545-545-100%$29.4K———
Continuum Advisory, LLC
N/A—528-528-100%$28.5K———
PlanVest Financial, Inc
N/A—421-421-100%$22.7K———
Prosperity Bancshares Inc
N/A—381-381-100%$20.6K———
Fortis Group Advisors, LLC
N/A—360-360-100%$19.5K———
LRI Investments, LLC
N/A—250-250-100%$13.5K———
Keating Financial Advisory Services, Inc.
N/A—215-215-100%$11.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—213-213-100%$11.5K———
Walsh & Associates, LLC
N/A—184-184-100%$9.9K———
Ameritas Investment Partners, Inc.
N/A—156-156-100%$8.4K———
Tanglewood Legacy Advisors, LLC
N/A—86-86-100%$4.6K———
Bogart Wealth, LLC
N/A—28-28-100%$1.5K———
BNP Paribas Financial Markets
N/A—16-16-100%$864———
Fourth Dimension Wealth, LLC
N/A—10-10-100%$540———
Showing 609 of 609 institutions