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Ishares Core S&P U.S. Value (IUSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signaturefd, LLC
INCREASED
Shares5,075,823 from 4,871,244
Change+204,579 (+4%)
Value$559.8M (+$23.2M)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares4,640,744 from 4,464,120
Change+176,624 (+4%)
Value$511.8M (+$20.1M)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares4,206,809 from 4,235,766
Change-28,957 (-1%)
Value$463.9M (-$2.6M)
Filed 2026-10-15
Aspiriant, LLC
INCREASED
Shares3,771,780 from 3,685,507
Change+86,273 (+2%)
Value$416.0M (+$10.0M)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares1,199,316 from 1,192,955
Change+6,361 (+1%)
Value$132.3M (+$856.6K)
Filed 2026-10-28
Foster Group, Inc.
INCREASED
Shares1,133,978 from 1,131,712
Change+2,266 (+0%)
Value$125.1M (+$396.9K)
Filed 2026-10-13
Auto-Owners Insurance Co
UNCHANGED
Shares864,000 from 864,000
Change0 (0%)
Value$95.6M (+$354.2K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares845,224 from 187,372
Change+657,852 (+351%)
Value$93.2M (+$72.6M)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
DECREASED
Shares808,409 from 808,560
Change-151 (0%)
Value$89.2M (+$88.5K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares694,196 from 669,764
Change+24,432 (+4%)
Value$76.6M (+$2.8M)
Filed 2026-11-02
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares673,208 from 664,617
Change+8,591 (+1%)
Value$74.2M (+$1.0M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
DECREASED
Shares525,617 from 532,868
Change-7,251 (-1%)
Value$58.0M (-$730.4K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares455,717 from 429,490
Change+26,227 (+6%)
Value$50.3M (+$2.9M)
Filed 2026-10-26
Nadler Financial Group, Inc.
DECREASED
Shares432,839 from 443,540
Change-10,701 (-2%)
Value$47.7M (-$1.1M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares392,932 from 391,557
Change+1,375 (+0%)
Value$44.1M (+$354.0K)
Filed 2026-10-13
Veracity Capital LLC
INCREASED
Shares374,015 from 368,402
Change+5,613 (+2%)
Value$41.2M (+$666.9K)
Filed 2026-10-08
PCA Investment Advisory Services Inc.
INCREASED
Shares346,839 from 330,925
Change+15,914 (+5%)
Value$38.2M (+$1.8M)
Filed 2026-10-13
Southern Capital Advisors, LLC
INCREASED
Shares336,547 from 311,418
Change+25,129 (+8%)
Value$37.1M (+$2.8M)
Filed 2026-10-26
Townsend & Associates, Inc
INCREASED
Shares317,146 from 316,302
Change+844 (+0%)
Value$36.1M (+$867.9K)
Filed 2026-10-23
Ddfg, Inc
INCREASED
Shares310,953 from 300,399
Change+10,554 (+4%)
Value$34.3M (+$1.2M)
Filed 2026-10-15
Salus Financial Advisors, LLC
INCREASED
Shares249,936 from 243,298
Change+6,638 (+3%)
Value$27.6M (+$763.7K)
Filed 2026-10-20
Garde Capital, Inc.
DECREASED
Shares225,403 from 232,407
Change-7,004 (-3%)
Value$24.9M (-$742.2K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares210,417 from 237,417
Change-27,000 (-11%)
Value$23.2M (-$2.9M)
Filed 2026-10-30
Steele Capital Management, Inc.
DECREASED
Shares204,270 from 206,988
Change-2,718 (-1%)
Value$22.5M (-$272.8K)
Filed 2026-11-02
One Way Holdings LLC
DECREASED
Shares200,723 from 212,872
Change-12,149 (-6%)
Value$22.1M (-$1.3M)
Filed 2026-10-29
Alliance Private Wealth, LLC
DECREASED
Shares200,053 from 207,767
Change-7,714 (-4%)
Value$22.1M (-$823.6K)
Filed 2026-10-20
High Probability Advisors, LLC
INCREASED
Shares197,213 from 189,323
Change+7,890 (+4%)
Value$21.7M (+$894.6K)
Filed 2026-10-19
Ironwood Wealth Management, Inc.
DECREASED
Shares191,562 from 192,775
Change-1,213 (-1%)
Value$21.5M (+$22.0K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares188,791 from 173,977
Change+14,814 (+9%)
Value$20.8M (+$1.7M)
Filed 2026-10-16
SkyOak Wealth, LLC
DECREASED
Shares188,379 from 189,458
Change-1,079 (-1%)
Value$20.8M (-$94.3K)
Filed 2026-10-28
Arwa LLC
INCREASED
Shares174,082 from 128,517
Change+45,565 (+35%)
Value$19.7M (+$5.2M)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares173,013 from 206,863
Change-33,850 (-16%)
Value$19.1M (-$3.7M)
Filed 2026-11-02
Crescent Grove Advisors, LLC
DECREASED
Shares164,317 from 164,622
Change-305 (0%)
Value$18.1M (-$12.2K)
Filed 2026-10-21
Trek Financial, LLC
INCREASED
Shares152,072 from 36,621
Change+115,451 (+315%)
Value$16.8M (+$12.7M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares151,418 from 151,715
Change-297 (0%)
Value$16.7K (-$16.7M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares149,705 from 134,589
Change+15,116 (+11%)
Value$16.5M (+$1.7M)
Filed 2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED
Shares146,539 from 146,101
Change+438 (+0%)
Value$16.2M (+$67.3K)
Filed 2026-10-16
Financial Partners Group, Inc
DECREASED
Shares146,040 from 159,702
Change-13,662 (-9%)
Value$16.1M (-$1.5M)
Filed 2026-10-19
Creative Planning
INCREASED
Shares141,904 from 141,664
Change+240 (+0%)
Value$15.6M (+$44.8K)
Filed 2026-11-02
Keenan, LLC
INCREASED
Shares141,152 from 132,366
Change+8,786 (+7%)
Value$15.6M (+$986.1K)
Filed 2026-10-23
Cosner Financial Group, LLC
DECREASED
Shares137,669 from 141,107
Change-3,438 (-2%)
Value$15.2M (-$360.8K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares131,742 from 125,306
Change+6,436 (+5%)
Value$14.5M (+$726.0K)
Filed 2026-11-04
Weil Company, Inc.
INCREASED
Shares120,063 from 111,888
Change+8,175 (+7%)
Value$13.2M (+$916.0K)
Filed 2026-10-14
Roberts Financial Services LLC
DECREASED
Shares111,063 from 111,670
Change-607 (-1%)
Value$12.2M (-$52.4K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
INCREASED
Shares110,444 from 104,872
Change+5,572 (+5%)
Value$12.2M (+$628.1K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
INCREASED
Shares105,312 from 76,013
Change+29,299 (+39%)
Value$11.6M (+$3.3M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares104,550 from 101,192
Change+3,358 (+3%)
Value$11.5M (+$383.4K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares103,798 from 110,696
Change-6,898 (-6%)
Value$11.4M (-$746.3K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares102,755 from 102,816
Change-61 (0%)
Value$11.3M (+$6.6K)
Filed 2026-10-23
Financial Council, LLC
INCREASED
Shares90,958 from 90,868
Change+90 (+0%)
Value$10.0M (+$21.7K)
Filed 2026-11-02
Foundry Financial Group, Inc.
INCREASED
Shares83,921 from 82,226
Change+1,695 (+2%)
Value$9.3M (+$197.6K)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares82,077 from 86,730
Change-4,653 (-5%)
Value$9.1M (-$501.9K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
DECREASED
Shares79,736 from 81,196
Change-1,460 (-2%)
Value$9.3M (+$355.7K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares78,594 from 51,476
Change+27,118 (+53%)
Value$8.7M (+$3.0M)
Filed 2026-10-20
Family Capital Management, Inc.
INCREASED
Shares77,656 from 76,041
Change+1,615 (+2%)
Value$8.6M (+$188.0K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares74,411 from 70,949
Change+3,462 (+5%)
Value$8.2M (+$391.0K)
Filed 2026-10-29
Motive Wealth Advisors
DECREASED
Shares74,332 from 75,144
Change-812 (-1%)
Value$8.2M (-$79.8K)
Filed 2026-10-26
Legacy Solutions, LLC
INCREASED
Shares73,844 from 71,120
Change+2,724 (+4%)
Value$8.1M (+$309.6K)
Filed 2026-10-07
Canandaigua National Trust Co of Florida
NEW
Shares72,646
Change+72,646
Value$8.0M
Filed 2026-10-07
Amplius Wealth Advisors, LLC
DECREASED
Shares70,628 from 78,975
Change-8,347 (-11%)
Value$7.8M (-$910.2K)
Filed 2026-10-20
Able Wealth Management LLC
INCREASED
Shares66,453 from 65,508
Change+945 (+1%)
Value$7.4M (+$188.5K)
Filed 2026-10-13
Sapient Capital LLC
INCREASED
Shares65,412 from 65,069
Change+343 (+1%)
Value$7.2M (+$46.3K)
Filed 2026-10-08
Townsend Financial Planning, LLC
DECREASED
Shares65,229 from 66,032
Change-803 (-1%)
Value$7.2M (-$80.0K)
Filed 2026-11-02
Columbus Macro, LLC
DECREASED
Shares59,809 from 59,827
Change-18 (0%)
Value$6.6M (+$5.7K)
Filed 2026-10-14
Stevens Capital Partners
DECREASED
Shares58,655 from 58,938
Change-283 (0%)
Value$6.5M (-$23.6K)
Filed 2026-10-29
Independence Financial Advisors, LLC
DECREASED
Shares58,613 from 63,795
Change-5,182 (-8%)
Value$6.5M (-$563.2K)
Filed 2026-10-08
Beam Wealth Advisors, Inc.
DECREASED
Shares58,348 from 60,856
Change-2,508 (-4%)
Value$6.4M (-$268.6K)
Filed 2026-11-03
Old Mission Investment Co LLC
DECREASED
Shares54,668 from 55,257
Change-589 (-1%)
Value$6.0M (-$57.8K)
Filed 2026-10-22
Corepath Wealth Partners LLC
DECREASED
Shares52,272 from 57,271
Change-4,999 (-9%)
Value$5.8M (-$520.7K)
Filed 2026-10-21
Eley Financial Management, Inc
INCREASED
Shares51,732 from 51,439
Change+293 (+1%)
Value$5.7M (+$39.0K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares51,150 from 50,013
Change+1,137 (+2%)
Value$5.6M (+$131.9K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares50,591 from 52,080
Change-1,489 (-3%)
Value$5.6M (-$157.4K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares49,825 from 49,111
Change+714 (+1%)
Value$5.5M (+$84.3K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares49,398 from 50,974
Change-1,576 (-3%)
Value$5.4M (-$167.2K)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares49,040 from 50,297
Change-1,257 (-2%)
Value$5.4M (-$132.1K)
Filed 2026-11-03
Variant Private Wealth, LLC
INCREASED
Shares48,490 from 47,616
Change+874 (+2%)
Value$5.3M (+$102.6K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares48,457 from 4,602
Change+43,855 (+953%)
Value$5.3M (+$4.8M)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares48,192 from 47,013
Change+1,179 (+3%)
Value$5.3M (+$136.1K)
Filed 2026-11-05
Towne Trust Company, N.a
INCREASED
Shares45,124 from 43,291
Change+1,833 (+4%)
Value$5.0M (+$207.8K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED
Shares44,431 from 45,179
Change-748 (-2%)
Value$4.9M (-$76.6K)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares44,153 from 44,873
Change-720 (-2%)
Value$4.9M (-$73.5K)
Filed 2026-10-09
Certified Advisory Corp
DECREASED
Shares41,286 from 42,269
Change-983 (-2%)
Value$4.6M (-$103.0K)
Filed 2026-10-29
Bailard, Inc.
INCREASED
Shares40,735 from 40,116
Change+619 (+2%)
Value$4.5M (+$73.5K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares38,843 from 38,495
Change+348 (+1%)
Value$4.3M (+$43.4K)
Filed 2026-10-26
Wealth Management Partners, LLC
DECREASED
Shares38,466 from 39,998
Change-1,532 (-4%)
Value$4.2M (-$163.8K)
Filed 2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares36,703 from 35,098
Change+1,605 (+5%)
Value$4.0K (-$3.9M)
Filed 2026-10-26
Ascentis Wealth Management, LLC
NEW
Shares35,052
Change+35,052
Value$3.9M
Filed 2026-11-03
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares33,975 from 33,901
Change+74 (+0%)
Value$3.7M (+$12.6K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares33,608 from 37,277
Change-3,669 (-10%)
Value$3.8M (-$373.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares33,608 from 37,277
Change-3,669 (-10%)
Value$3.8M (-$373.6K)
Filed 2026-10-20
Catalyst Private Wealth, LLC
INCREASED
Shares31,410 from 31,393
Change+17 (+0%)
Value$3.5M (+$6.0K)
Filed 2026-10-13
Fortress Financial Group, LLC
DECREASED
Shares30,653 from 34,118
Change-3,465 (-10%)
Value$3.4M (-$377.7K)
Filed 2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares30,198 from 30,945
Change-747 (-2%)
Value$3.3M (-$78.4K)
Filed 2026-10-29
Apollon Financial, LLC
INCREASED
Shares29,906 from 27,987
Change+1,919 (+7%)
Value$3.3M (+$215.3K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares28,742 from 25,390
Change+3,352 (+13%)
Value$3.2M (+$372.9K)
Filed 2026-10-20
Guidance Point Advisors, LLC
DECREASED
Shares28,400 from 28,606
Change-206 (-1%)
Value$3.1M (-$18.9K)
Filed 2026-10-15
Eagle Strategies LLC
INCREASED
Shares28,069 from 27,887
Change+182 (+1%)
Value$3.1M (+$23.7K)
Filed 2026-10-16
ZWJ Investment Counsel Inc
DECREASED
Shares27,340 from 27,343
Change-3 (0%)
Value$3.0M (+$3.2K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares27,260 from 27,020
Change+240 (+1%)
Value$3.0M (+$29.9K)
Filed 2026-10-08
VestGen Advisors, LLC
INCREASED
Shares27,168 from 27,135
Change+33 (+0%)
Value$3.0M (+$7.2K)
Filed 2026-10-27
Robinson Smith Wealth Advisors LLC
DECREASED
Shares27,110 from 27,648
Change-538 (-2%)
Value$3.0M (-$55.7K)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares26,922 from 18,661
Change+8,261 (+44%)
Value$3.0M (+$913.4K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
INCREASED
Shares26,361 from 26,258
Change+103 (+0%)
Value$2.9M (+$14.8K)
Filed 2026-10-23
Valpey Financial Services, LLC
DECREASED
Shares26,109 from 26,960
Change-851 (-3%)
Value$2.9M (-$90.3K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares25,481 from 22,487
Change+2,994 (+13%)
Value$2.8M (+$333.1K)
Filed 2026-10-14
Silver Lake Advisory, LLC
DECREASED
Shares24,493 from 24,836
Change-343 (-1%)
Value$2.7M (-$34.5K)
Filed 2026-10-22
Life Planning Partners, Inc
UNCHANGED
Shares24,491 from 24,491
Change0 (0%)
Value$2.7M (+$3.2K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares24,421 from 25,920
Change-1,499 (-6%)
Value$2.7M (-$161.9K)
Filed 2026-11-04
MFA Wealth Services
DECREASED
Shares23,535 from 24,157
Change-622 (-3%)
Value$2.6M (-$65.5K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares23,428 from 8,734
Change+14,694 (+168%)
Value$2.6M (+$1.6M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares23,150 from 21,952
Change+1,198 (+5%)
Value$2.7M (+$260.7K)
Filed 2026-11-04
Matauro, LLC
INCREASED
Shares22,596 from 22,319
Change+277 (+1%)
Value$2.5M (+$33.5K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares22,480 from 20,932
Change+1,548 (+7%)
Value$2.5M (+$173.4K)
Filed 2026-11-04
Legacy Financial Strategies, LLC
UNCHANGED
Shares20,721 from 20,721
Change0 (0%)
Value$2.3M (+$2.7K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares20,376 from 19,472
Change+904 (+5%)
Value$2.2M (+$102.1K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares19,131 from 15,080
Change+4,051 (+27%)
Value$2.1K (-$1.7M)
Filed 2026-10-26
First Heartland Consultants, Inc.
DECREASED
Shares18,923 from 19,105
Change-182 (-1%)
Value$2.1M (-$17.5K)
Filed 2026-10-08
Denver PWM, LLC
DECREASED
Shares18,626 from 19,221
Change-595 (-3%)
Value$2.1M (-$163.3K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares18,172 from 1,444
Change+16,728 (+1158%)
Value$2.0M (+$1.8M)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares17,911 from 18,219
Change-308 (-2%)
Value$2.0M (-$31.6K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares17,232 from 17,561
Change-329 (-2%)
Value$1.9M (-$34.0K)
Filed 2026-10-16
TL Private Wealth
DECREASED
Shares17,036 from 17,105
Change-69 (0%)
Value$1.9M (+$12.6K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares16,073 from 8,544
Change+7,529 (+88%)
Value$1.8M (+$831.4K)
Filed 2026-11-05
WJ Wealth Management, LLC
UNCHANGED
Shares15,956 from 15,956
Change0 (0%)
Value$1.8M (+$2.1K)
Filed 2026-11-03
TriaGen Wealth Management LLC
DECREASED
Shares15,870 from 16,304
Change-434 (-3%)
Value$1.8M (-$45.8K)
Filed 2026-10-14
Boyd Wealth Management, LLC
INCREASED
Shares15,647 from 13,275
Change+2,372 (+18%)
Value$1.7M (+$263.3K)
Filed 2026-10-20
Riverwater Partners LLC
INCREASED
Shares15,470 from 9,463
Change+6,007 (+63%)
Value$1.7M (+$663.7K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares15,212 from 11,349
Change+3,863 (+34%)
Value$1.7M (+$427.5K)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares15,160 from 15,307
Change-147 (-1%)
Value$1.7M (+$24.7K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares14,954 from 14,901
Change+53 (+0%)
Value$1.6M (+$7.8K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares14,757 from 154,658
Change-139,901 (-90%)
Value$1.6M (-$15.4M)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares14,601 from 15,736
Change-1,135 (-7%)
Value$1.6M (-$123.1K)
Filed 2026-10-28
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares14,365 from 14,365
Change0 (0%)
Value$1.6M (+$1.9K)
Filed 2026-10-13
Mlp3, LLC
INCREASED
Shares14,043 from 12,312
Change+1,731 (+14%)
Value$1.5M (+$192.5K)
Filed 2026-10-22
One Day In July LLC
DECREASED
Shares14,021 from 14,094
Change-73 (-1%)
Value$1.5M (-$6.2K)
Filed 2026-10-30
Uptick Partners, LLC
DECREASED
Shares13,889 from 16,398
Change-2,509 (-15%)
Value$1.5M (-$274.6K)
Filed 2026-11-04
Howland Capital Management LLC
UNCHANGED
Shares13,624 from 13,624
Change0 (0%)
Value$1.5M (+$1.8K)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares13,275 from 10,055
Change+3,220 (+32%)
Value$1.5M (+$356.4K)
Filed 2026-11-05
Maryland Capital Advisors Inc.
INCREASED
Shares13,080 from 13,073
Change+7 (+0%)
Value$1.4M (+$2.4K)
Filed 2026-10-15
Tennessee Valley Asset Management Partners
INCREASED
Shares12,878 from 12,557
Change+321 (+3%)
Value$1.4M (+$37.0K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares12,838
Change+12,838
Value$1.4M
Filed 2026-11-03
1900 Wealth Management LLC
DECREASED
Shares12,494 from 12,639
Change-145 (-1%)
Value$1.4M (-$14.3K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares12,462 from 12,117
Change+345 (+3%)
Value$1.4M (+$39.7K)
Filed 2026-11-03
Prism Planning Partners LLC
UNCHANGED
Shares12,340 from 12,340
Change0 (0%)
Value$1.4M (+$1.6K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares12,231 from 11,876
Change+355 (+3%)
Value$1.3M (+$40.7K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares12,212
Change+12,212
Value$1.4K
Filed 2026-11-03
Narus Financial Partners, LLC
UNCHANGED
Shares12,175 from 12,175
Change0 (0%)
Value$1.3M (+$1.6K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
INCREASED
Shares12,031 from 11,722
Change+309 (+3%)
Value$1.4M (+$69.0K)
Filed 2026-10-19
Equity Investment Corp
DECREASED
Shares12,005 from 36,057
Change-24,052 (-67%)
Value$1.3M (-$2.6M)
Filed 2026-11-04
American State Bank (Iowa)
INCREASED
Shares11,990 from 11,979
Change+11 (+0%)
Value$1.3M (+$2.8K)
Filed 2026-11-03
Brickley Wealth Management
UNCHANGED
Shares11,806 from 11,806
Change0 (0%)
Value$1.3M (+$1.5K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares11,707 from 11,042
Change+665 (+6%)
Value$1.3M (+$74.8K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares11,428 from 11,486
Change-58 (0%)
Value$1.3M (-$4.9K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares10,876 from 6,106
Change+4,770 (+78%)
Value$1.2M (+$526.8K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
INCREASED
Shares10,439 from 8,605
Change+1,834 (+21%)
Value$1.2M (+$203.4K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares10,054 from 10,134
Change-80 (-1%)
Value$1.1M (-$7.5K)
Filed 2026-10-26
Verity Asset Management, Inc.
INCREASED
Shares9,736 from 9,629
Change+107 (+1%)
Value$1.1M (+$12.9K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares9,729 from 9,022
Change+707 (+8%)
Value$1.1M (+$79.2K)
Filed 2026-10-13
R. W. Roge & Company, Inc.
DECREASED
Shares9,514 from 9,677
Change-163 (-2%)
Value$1.0M (-$16.0K)
Filed 2026-11-04
Elevate Wealth Advisory, Inc
DECREASED
Shares9,358 from 9,772
Change-414 (-4%)
Value$1.0M (-$44.4K)
Filed 2026-10-29
Sound Income Strategies, LLC
DECREASED
Shares9,274 from 10,357
Change-1,083 (-10%)
Value$1.0M (-$100.1K)
Filed 2026-10-09
Endowment Wealth Management, Inc.
DECREASED
Shares9,239 from 13,299
Change-4,060 (-31%)
Value$1.0M (-$446.1K)
Filed 2026-11-03
Collective Family Office LLC
UNCHANGED
Shares9,193 from 9,193
Change0 (0%)
Value$1.0M (+$1.2K)
Filed 2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares9,072 from 9,147
Change-75 (-1%)
Value$1.0M (-$7.1K)
Filed 2026-10-13
ERn Financial, LLC
DECREASED
Shares8,426 from 8,851
Change-425 (-5%)
Value$929.2K (-$45.7K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares8,412 from 7,724
Change+688 (+9%)
Value$927.7K (+$76.8K)
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares8,356 from 8,537
Change-181 (-2%)
Value$921.5K (-$18.9K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
DECREASED
Shares8,223 from 8,780
Change-557 (-6%)
Value$906 (-$966.1K)
Filed 2026-10-21
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares8,056 from 8,056
Change0 (0%)
Value$888.4K (+$1.0K)
Filed 2026-11-04
Fiduciary Advisors, Inc.
DECREASED
Shares7,981 from 8,316
Change-335 (-4%)
Value$880.1K (-$35.9K)
Filed 2026-10-16
Moneywise, Inc.
NEW
Shares7,930
Change+7,930
Value$874.5K
Filed 2026-10-30
Axxcess Wealth Management, LLC
INCREASED
Shares7,736 from 7,134
Change+602 (+8%)
Value$853.1K (+$67.3K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
INCREASED
Shares7,726 from 7,626
Change+100 (+1%)
Value$852.0K (+$12.0K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares7,697 from 7,833
Change-136 (-2%)
Value$848.8K (-$14.0K)
Filed 2026-10-30
Evermay Wealth Management LLC
DECREASED
Shares7,676 from 8,720
Change-1,044 (-12%)
Value$846.5K (-$114.0K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares7,666 from 2,281
Change+5,385 (+236%)
Value$846.9K (+$595.7K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares7,655 from 7,622
Change+33 (+0%)
Value$844.2K (+$4.7K)
Filed 2026-10-28
Innovative Wealth Building LLC
DECREASED
Shares7,641 from 7,696
Change-55 (-1%)
Value$842.7K (-$5.0K)
Filed 2026-10-14
Beirne Wealth Consulting Services, LLC
DECREASED
Shares7,574 from 7,807
Change-233 (-3%)
Value$835.6K (-$24.6K)
Filed 2026-10-19
Phillips Financial Management, LLC
DECREASED
Shares7,296 from 7,415
Change-119 (-2%)
Value$804.6K (-$12.2K)
Filed 2026-10-19
Essex Bank
UNCHANGED
Shares7,289 from 7,289
Change0 (0%)
Value$803.8K (+$947)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares7,270 from 4,256
Change+3,014 (+71%)
Value$847.9K (+$364.6K)
Filed 2026-11-02
Berman McAleer LLC
DECREASED
Shares7,183 from 7,308
Change-125 (-2%)
Value$792.1K (-$12.8K)
Filed 2026-10-16
Choreo, LLC
UNCHANGED
Shares7,131 from 7,131
Change0 (0%)
Value$786.4K (+$956)
Filed 2026-10-28
Wall Capital Group, Inc.
DECREASED
Shares7,121 from 9,161
Change-2,040 (-22%)
Value$785.3K (-$223.8K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares6,972 from 6,289
Change+683 (+11%)
Value$768.8K (+$76.1K)
Filed 2026-11-03
Trust Point Inc.
UNCHANGED
Shares6,958 from 6,958
Change0 (0%)
Value$767.3K (+$904)
Filed 2026-10-27
Firestone Capital Management
UNCHANGED
Shares6,942 from 6,942
Change0 (0%)
Value$765.6K (+$903)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares6,873 from 6,624
Change+249 (+4%)
Value$758.0K (+$28.4K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares6,782 from 5,805
Change+977 (+17%)
Value$747.9K (+$108.5K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares6,665 from 5,579
Change+1,086 (+19%)
Value$735.0K (+$120.4K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares6,530 from 6,660
Change-130 (-2%)
Value$720.2K (-$13.5K)
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares6,394 from 4,353
Change+2,041 (+47%)
Value$705.1K (+$225.6K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,314 from 7,332
Change-1,018 (-14%)
Value$696.3K (-$111.2K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares6,270 from 5,713
Change+557 (+10%)
Value$691.5K (+$62.2K)
Filed 2026-11-04
Dynamic Financial Group
DECREASED
Shares6,268 from 6,310
Change-42 (-1%)
Value$691.2K (-$3.8K)
Filed 2026-10-28
WealthSpring Partners, LLC
NEW
Shares6,241
Change+6,241
Value$688.3K
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares6,162 from 4,959
Change+1,203 (+24%)
Value$679.5K (+$133.3K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares5,971 from 5,971
Change0 (0%)
Value$658.5K (+$777)
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares5,877 from 9,391
Change-3,514 (-37%)
Value$648.1K (-$386.3K)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares5,848 from 5,583
Change+265 (+5%)
Value$644.9K (+$30.0K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares5,731 from 5,767
Change-36 (-1%)
Value$632.0K (-$3.2K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares5,632 from 5,179
Change+453 (+9%)
Value$621.1K (+$50.7K)
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares5,476 from 5,476
Change0 (0%)
Value$603.2K ($0)
Filed 2026-10-06
Presilium Private Wealth, LLC
DECREASED
Shares5,431 from 5,453
Change-22 (0%)
Value$599.0K (-$1.7K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
UNCHANGED
Shares5,385 from 5,385
Change0 (0%)
Value$593.9K (+$700)
Filed 2026-10-22
AWM Capital, LLC
INCREASED
Shares5,358 from 5,354
Change+4 (+0%)
Value$591.0K (+$1.2K)
Filed 2026-10-16
Facet Wealth, Inc.
DECREASED
Shares5,355 from 5,596
Change-241 (-4%)
Value$590.5K (-$25.9K)
Filed 2026-11-04
Forte Asset Management LLC
UNCHANGED
Shares5,288 from 5,288
Change0 (0%)
Value$583.2K (+$688)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares5,240 from 5,234
Change+6 (+0%)
Value$577.8K (+$1.4K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
UNCHANGED
Shares5,191 from 5,191
Change0 (0%)
Value$572.5K (+$674)
Filed 2026-10-16
BIP Wealth, LLC
DECREASED
Shares5,105 from 5,829
Change-724 (-12%)
Value$563.0K (-$79.0K)
Filed 2026-10-22
United Advisor Group, LLC
DECREASED
Shares5,099 from 5,109
Change-10 (0%)
Value$562.3K (-$514)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
NEW
Shares5,069
Change+5,069
Value$559.0K
Filed 2026-10-14
Invariant Investment Management
INCREASED
Shares5,054 from 5,032
Change+22 (+0%)
Value$561.1K (-$2.0K)
Filed 2026-10-08
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$556.5K ($0)
Filed 2026-10-13
Monument Capital Management
DECREASED
Shares5,028 from 5,036
Change-8 (0%)
Value$554.5K (-$227)
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares4,986 from 4,094
Change+892 (+22%)
Value$549.9K (+$98.9K)
Filed 2026-10-27
Sweeney & Michel, LLC
INCREASED
Shares4,981 from 4,970
Change+11 (+0%)
Value$549.3K (-$18.7K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares4,950 from 4,431
Change+519 (+12%)
Value$545.9K (+$57.8K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,912 from 250
Change+4,662 (+1865%)
Value$541.7K (+$514.2K)
Filed 2026-11-04
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,842 from 3,383
Change+1,459 (+43%)
Value$534.0K (+$161.4K)
Filed 2026-10-22
Zenith Solutions, Inc.
DECREASED
Shares4,834 from 5,330
Change-496 (-9%)
Value$533.1K (-$54.0K)
Filed 2026-10-19
Mascoma Wealth Management LLC
UNCHANGED
Shares4,811 from 4,811
Change0 (0%)
Value$530.6K (+$625)
Filed 2026-10-23
Sowell Financial Services LLC
NEW
Shares4,729
Change+4,729
Value$521.5K
Filed 2026-10-23
SYM Financial Corp
DECREASED
Shares4,690 from 4,862
Change-172 (-4%)
Value$517.2K (-$18.3K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares4,627 from 4,615
Change+12 (+0%)
Value$510.2K (-$15.0K)
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares4,621 from 4,621
Change0 (0%)
Value$509.6K (+$601)
Filed 2026-11-05
Fiduciary Alliance LLC
INCREASED
Shares4,611 from 3,284
Change+1,327 (+40%)
Value$508.5K (+$146.7K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$491.0K (+$579)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares4,448
Change+4,448
Value$490.5K
Filed 2026-10-16
Norden Group LLC
UNCHANGED
Shares4,422 from 4,422
Change0 (0%)
Value$487.7K (+$575)
Filed 2026-10-20
Intrua Financial, LLC
INCREASED
Shares4,329 from 3,998
Change+331 (+8%)
Value$477.4K (+$37.0K)
Filed 2026-10-28
Bellecapital International Ltd.
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$473.2K (+$557)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares4,289 from 4,282
Change+7 (+0%)
Value$473.0K (+$1.3K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares4,260 from 13,310
Change-9,050 (-68%)
Value$469.8K (-$996.3K)
Filed 2026-10-20
Global Assets Advisory, LLC
INCREASED
Shares4,245 from 4,244
Change+1 (+0%)
Value$473.3K (+$3.2K)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares4,243 from 4,230
Change+13 (+0%)
Value$468.0K (+$1.9K)
Filed 2026-10-21
Good Harbor Advisors, Inc.
UNCHANGED
Shares4,241 from 4,241
Change0 (0%)
Value$467.7K (+$551)
Filed 2026-10-20
Claro Advisors Inc.
DECREASED
Shares4,218 from 4,219
Change-1 (0%)
Value$465.2K (+$493)
Filed 2026-11-02
True Private Wealth Advisors
DECREASED
Shares4,205 from 6,650
Change-2,445 (-37%)
Value$463.7K (-$268.8K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares4,198 from 4,187
Change+11 (+0%)
Value$463.0K (+$1.8K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
INCREASED
Shares4,147 from 3,937
Change+210 (+5%)
Value$457.3K (+$23.7K)
Filed 2026-10-21
Wesbanco Bank Inc
UNCHANGED
Shares4,112 from 4,112
Change0 (0%)
Value$453.5K (+$534)
Filed 2026-11-04
Koshinski Asset Management, Inc.
UNCHANGED
Shares4,095 from 4,095
Change0 (0%)
Value$451.6K (+$555)
Filed 2026-10-29
Summit Investment Advisors, Inc.\KS
DECREASED
Shares4,028 from 5,528
Change-1,500 (-27%)
Value$444.2K (-$164.8K)
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares4,004 from 4,004
Change0 (0%)
Value$441.6K (+$520)
Filed 2026-10-05
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares3,969 from 4,294
Change-325 (-8%)
Value$437.7K (-$35.3K)
Filed 2026-10-13
Financial Planning Hawaii, Inc.
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$437.4K (+$515)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares3,931 from 2,061
Change+1,870 (+91%)
Value$433.5K (+$206.5K)
Filed 2026-11-05
Patten & Patten Inc
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$430.6K (+$507)
Filed 2026-10-26
Melone Private Wealth, LLC
INCREASED
Shares3,817 from 3,808
Change+9 (+0%)
Value$421.0K (+$1.5K)
Filed 2026-10-16
FF Advisors,LLC
UNCHANGED
Shares3,772 from 3,772
Change0 (0%)
Value$416.0K (+$490)
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares3,723 from 4,041
Change-318 (-8%)
Value$410.6K (-$34.5K)
Filed 2026-10-28
Greenleaf Trust
INCREASED
Shares3,703 from 2,396
Change+1,307 (+55%)
Value$408.4K (+$144.4K)
Filed 2026-10-29
Echo45 Advisors LLC
NEW
Shares3,693
Change+3,693
Value$407.3K
Filed 2026-10-07
Diversified Enterprises, LLC
DECREASED
Shares3,680 from 7,753
Change-4,073 (-53%)
Value$405.8K (-$448.2K)
Filed 2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$399.5K (+$458)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
NEW
Shares3,586
Change+3,586
Value$395.4K
Filed 2026-10-13
Flagstar Securities, Inc
INCREASED
Shares3,583 from 3,512
Change+71 (+2%)
Value$395.1K (+$8.2K)
Filed 2026-10-15
Greenspring Advisors, LLC
UNCHANGED
Shares3,573 from 3,573
Change0 (0%)
Value$394.0K (+$464)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares3,531 from 4,542
Change-1,011 (-22%)
Value$389.4K (-$110.9K)
Filed 2026-11-03
Compass Ion Advisors, LLC
UNCHANGED
Shares3,513 from 3,513
Change0 (0%)
Value$387.4K (+$457)
Filed 2026-10-23
Tred Avon Family Wealth, LLC
INCREASED
Shares3,504 from 2,973
Change+531 (+18%)
Value$386.4K (+$58.9K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares3,499 from 3,830
Change-331 (-9%)
Value$385.8K (-$36.1K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
UNCHANGED
Shares3,473 from 3,473
Change0 (0%)
Value$383.0K (+$452)
Filed 2026-10-14
Trust Co of Vermont
INCREASED
Shares3,466 from 3,334
Change+132 (+4%)
Value$382.2K (+$15.0K)
Filed 2026-10-21
Braeburn Wealth Management LLC
DECREASED
Shares3,442 from 3,659
Change-217 (-6%)
Value$379.5K (-$23.4K)
Filed 2026-10-15
MFA Wealth Advisors, LLC
DECREASED
Shares3,440 from 16,244
Change-12,804 (-79%)
Value$379.4K (-$1.4M)
Filed 2026-10-07
Aprio Wealth Management, LLC
DECREASED
Shares3,404 from 3,847
Change-443 (-12%)
Value$375.4K (-$48.3K)
Filed 2026-10-28
Elevatus Welath Management
INCREASED
Shares3,402 from 2,818
Change+584 (+21%)
Value$375.2K (+$64.9K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares3,397 from 3,000
Change+397 (+13%)
Value$374.6K (+$44.2K)
Filed 2026-10-21
Keybank National Association
INCREASED
Shares3,386 from 2,341
Change+1,045 (+45%)
Value$373.4K (+$115.5K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares3,315 from 3,833
Change-518 (-14%)
Value$365.6K (-$56.6K)
Filed 2026-10-08
Sheets Smith Wealth Management
INCREASED
Shares3,303 from 3,297
Change+6 (+0%)
Value$364.2K (+$1.1K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,303 from 3,303
Change0 (0%)
Value$364.3K (+$430)
Filed 2026-10-27
Kroeger Financial Partners
INCREASED
Shares3,226 from 3,222
Change+4 (+0%)
Value$355.8K (+$860)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares3,215 from 3,879
Change-664 (-17%)
Value$354.6K (-$72.7K)
Filed 2026-11-05
Parsons Capital Management Inc
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$353.9K (+$417)
Filed 2026-10-28
Mitchell Capital Management Co
UNCHANGED
Shares3,193 from 3,193
Change0 (0%)
Value$352.1K (+$415)
Filed 2026-10-29
SFG Wealth Management, Llc.
DECREASED
Shares3,162 from 3,471
Change-309 (-9%)
Value$348.7K (-$33.6K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
INCREASED
Shares3,161 from 2,493
Change+668 (+27%)
Value$348.6K (+$74.0K)
Filed 2026-10-29
Hopwood Financial Services, Inc.
INCREASED
Shares3,160 from 2,410
Change+750 (+31%)
Value$348.4K (+$83.0K)
Filed 2026-10-29
CX Institutional
INCREASED
Shares3,156 from 3,108
Change+48 (+2%)
Value$348 (+$6)
Filed 2026-10-02
Thrivent Financial for Lutherans
NEW
Shares3,153
Change+3,153
Value$348.0K
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$347.4K (+$409)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares3,137 from 6,449
Change-3,312 (-51%)
Value$346.0K (-$364.4K)
Filed 2026-10-15
Carnegie Investment Counsel
UNCHANGED
Shares3,092 from 3,092
Change0 (0%)
Value$341.0K (+$402)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
INCREASED
Shares3,087 from 3,083
Change+4 (+0%)
Value$340.4K (+$804)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares3,078 from 2,924
Change+154 (+5%)
Value$339.5K (+$17.5K)
Filed 2026-10-22
Garrett Wealth Advisory Group, LLC
DECREASED
Shares3,066 from 3,133
Change-67 (-2%)
Value$338.1K (-$7.0K)
Filed 2026-10-22
Weaver Consulting Group
INCREASED
Shares3,003 from 2,720
Change+283 (+10%)
Value$331.2K (+$31.6K)
Filed 2026-10-07
Mullaney, Keating & Wright, Inc.
INCREASED
Shares2,951 from 2,942
Change+9 (+0%)
Value$325.4K (+$1.4K)
Filed 2026-10-19
KWB Wealth
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$323.5K (+$471)
Filed 2026-10-16
Palacios Wealth Management, LLC
NEW
Shares2,925
Change+2,925
Value$322.6K
Filed 2026-11-04
Marino, Stram & Associates LLC
NEW
Shares2,918
Change+2,918
Value$321.8K
Filed 2026-10-22
Atala Financial Inc
UNCHANGED
Shares2,894 from 2,894
Change0 (0%)
Value$319.2K (+$376)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
NEW
Shares2,853
Change+2,853
Value$314.6K
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,850 from 2,840
Change+10 (+0%)
Value$314.3K (+$1.5K)
Filed 2026-11-04
Heritage Family Offices, LLP
UNCHANGED
Shares2,832 from 2,832
Change0 (0%)
Value$312.3K (+$368)
Filed 2026-11-02
tru Independence LLC
NEW
Shares2,806
Change+2,806
Value$309.4K
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares2,801 from 2,648
Change+153 (+6%)
Value$312.3K (+$16.1K)
Filed 2026-10-08
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$308.8K (+$364)
Filed 2026-11-03
Northbridge Financial Group, LLC
DECREASED
Shares2,797 from 3,376
Change-579 (-17%)
Value$313.2K (-$58.7K)
Filed 2026-11-05
Roxbury Financial LLC
DECREASED
Shares2,781 from 2,784
Change-3 (0%)
Value$306.7K (+$50)
Filed 2026-10-01
Legacy Advisors, LLC
INCREASED
Shares2,743 from 2,517
Change+226 (+9%)
Value$302.5K (+$25.3K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares2,743 from 2,741
Change+2 (+0%)
Value$302 (-$301.7K)
Filed 2026-10-22
Valued Wealth Advisors LLC
DECREASED
Shares2,709 from 3,066
Change-357 (-12%)
Value$298.8K (-$39.0K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares2,681 from 2,728
Change-47 (-2%)
Value$295.7K (-$4.9K)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares2,679 from 3,254
Change-575 (-18%)
Value$295.4K (-$63.0K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares2,672 from 2,576
Change+96 (+4%)
Value$294.7K (+$10.9K)
Filed 2026-10-16
Greenhouse Wealth Management, LLC
UNCHANGED
Shares2,661 from 2,661
Change0 (0%)
Value$293.5K (+$346)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,640 from 2,740
Change-100 (-4%)
Value$291.1K (-$10.7K)
Filed 2026-10-27
Aspen Wealth Management LLC
INCREASED
Shares2,636 from 2,625
Change+11 (+0%)
Value$290.7K (+$1.6K)
Filed 2026-10-14
KFG LLC
NEW
Shares2,612
Change+2,612
Value$288.1K
Filed 2026-11-02
Oak Asset Management, LLC
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$287.9K (+$339)
Filed 2026-10-13
Klingman & Associates, LLC
UNCHANGED
Shares2,607 from 2,607
Change0 (0%)
Value$287.5K (+$338)
Filed 2026-10-20
Daymark Wealth Partners, LLC
DECREASED
Shares2,604 from 2,639
Change-35 (-1%)
Value$287.2K (-$3.5K)
Filed 2026-11-04
Strategic Blueprint, LLC
NEW
Shares2,563
Change+2,563
Value$282.6K
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares2,556 from 2,324
Change+232 (+10%)
Value$281.9K (+$25.9K)
Filed 2026-10-08
Elevation Wealth Management LLC
UNCHANGED
Shares2,551 from 2,551
Change0 (0%)
Value$281.4K (+$332)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares2,494 from 2,445
Change+49 (+2%)
Value$275.0K (+$5.7K)
Filed 2026-10-23
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares2,455 from 2,444
Change+11 (+0%)
Value$270.7K (+$1.5K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$268.2K (+$316)
Filed 2026-10-22
Krilogy Financial LLC
NEW
Shares2,431
Change+2,431
Value$274.7K
Filed 2026-10-13
Encompass More Asset Management
NEW
Shares2,407
Change+2,407
Value$265.4K
Filed 2026-10-16
Verum Partners LLC
NEW
Shares2,397
Change+2,397
Value$264.3K
Filed 2026-10-21
Summit Investment Advisory Services, LLC
DECREASED
Shares2,392 from 3,083
Change-691 (-22%)
Value$263.8K (-$75.9K)
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares2,352 from 2,253
Change+99 (+4%)
Value$259.4K (+$11.2K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
NEW
Shares2,325
Change+2,325
Value$256.4K
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares2,298 from 2,294
Change+4 (+0%)
Value$253.4K (+$739)
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares2,273 from 2,272
Change+1 (+0%)
Value$250.7K (+$399)
Filed 2026-10-27
McAdam, LLC
NEW
Shares2,259
Change+2,259
Value$249.1K
Filed 2026-10-21
Foguth Wealth Management, Llc.
NEW
Shares2,247
Change+2,247
Value$255.7K
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$247.5K (+$291)
Filed 2026-11-02
Ullmann Wealth Partners Group, LLC
INCREASED
Shares2,241 from 2,236
Change+5 (+0%)
Value$247.2K (+$849)
Filed 2026-11-02
HUB Investment Partners, LLC
DECREASED
Shares2,236 from 2,384
Change-148 (-6%)
Value$246.6K (-$16.0K)
Filed 2026-11-03
Visionary Wealth Advisors
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$245.0K (+$289)
Filed 2026-11-04
New England Private Wealth Advisors LLC
INCREASED
Shares2,213 from 2,204
Change+9 (+0%)
Value$244.1K (-$3.0K)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares2,206 from 2,195
Change+11 (+1%)
Value$243.3K (+$1.4K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,198 from 4,389
Change-2,191 (-50%)
Value$242.4K (-$241.1K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares2,184 from 2,143
Change+41 (+2%)
Value$240.9K (+$4.9K)
Filed 2026-10-14
Colonial River Investments, LLC
NEW
Shares2,182
Change+2,182
Value$240.6K
Filed 2026-10-19
Watchman Group, Inc.
UNCHANGED
Shares2,138 from 2,138
Change0 (0%)
Value$235.8K (+$278)
Filed 2026-10-16
Total Investment Management Inc
INCREASED
Shares2,106 from 2,105
Change+1 (+0%)
Value$232.2K (-$4.2K)
Filed 2026-10-22
Gibson Capital, LLC
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$232.3K (+$274)
Filed 2026-10-23
Signature Resources Capital Management, LLC
DECREASED
Shares2,076 from 2,119
Change-43 (-2%)
Value$228.9K (-$4.5K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
INCREASED
Shares2,058 from 2,000
Change+58 (+3%)
Value$227.0K (+$6.7K)
Filed 2026-10-14
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$230.4K (+$4.8K)
Filed 2026-10-28
Values Added Financial LLC
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$223.2K (+$263)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares2,018 from 2,009
Change+9 (+0%)
Value$222.5K (+$1.2K)
Filed 2026-10-26
Calamos Wealth Management LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$222.0K (+$262)
Filed 2026-11-02
Macroview Investment Management LLC
INCREASED
Shares1,991 from 1,985
Change+6 (+0%)
Value$219.6K (+$979)
Filed 2026-10-26
Element Pointe Advisors, LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$218.7K (+$258)
Filed 2026-10-21
Linscomb Wealth, Inc.
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$213.4K (+$251)
Filed 2026-11-05
Wespac Advisors SoCal, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$212.3K (+$250)
Filed 2026-10-13
CPC Advisors, LLC
DECREASED
Shares1,924 from 1,931
Change-7 (0%)
Value$212.2K (-$521)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
NEW
Shares1,909
Change+1,909
Value$210.5K
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares1,888
Change+1,888
Value$208.2K
Filed 2026-10-28
Alpha Omega Wealth Management LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$205.1K (+$242)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares1,839 from 1,832
Change+7 (+0%)
Value$202.8K (+$997)
Filed 2026-11-04
Financial Perspectives, Inc
INCREASED
Shares1,783 from 1,775
Change+8 (+0%)
Value$196.6K (+$196.6K)
Filed 2026-11-03
Keystone Financial Group, Inc.
INCREASED
Shares1,766 from 1,758
Change+8 (+0%)
Value$194.7K (+$1.1K)
Filed 2026-10-13
First Financial Corp
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$194.0K (+$229)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
INCREASED
Shares1,561 from 1,560
Change+1 (+0%)
Value$172.1K (+$264)
Filed 2026-11-02
Hoese & Co LLP
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$165.4K (+$195)
Filed 2026-10-21
Vima LLC
DECREASED
Shares1,471 from 1,580
Change-109 (-7%)
Value$162.2K (-$11.8K)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$161.3K (+$191)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares1,378
Change+1,378
Value$151.9K
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,340 from 1,228
Change+112 (+9%)
Value$147.8K (+$12.5K)
Filed 2026-10-29
Avion Wealth
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$146.0K ($0)
Filed 2026-11-04
Stone House Investment Management, LLC
INCREASED
Shares1,327 from 1,325
Change+2 (+0%)
Value$146.3K (+$341)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,237 from 1,241
Change-4 (0%)
Value$136.4K (-$338)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$136.1K (+$161)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$123.4K (+$145)
Filed 2026-10-05
Mather Group, Llc.
INCREASED
Shares1,091 from 665
Change+426 (+64%)
Value$120.3K (+$47.1K)
Filed 2026-10-14
Manchester Capital Management LLC
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$120.1K (+$141)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$119.5K (+$141)
Filed 2026-10-30
AlphaCore Capital LLC
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$99.3K (+$136)
Filed 2026-11-04
Rossmore Private Capital
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$97.0K (+$114)
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$96.1K (+$113)
Filed 2026-10-22
Rydar Equities, Inc.
NEW
Shares860
Change+860
Value$95.9K
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$90.2K (+$107)
Filed 2026-10-23
Pathway Financial Advisers, LLC
NEW
Shares779
Change+779
Value$85.9K
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$83.2K (+$98)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares743 from 740
Change+3 (+0%)
Value$82.0K (+$430)
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$78.2K (+$92)
Filed 2026-10-15
Sage Mountain Advisors LLC
DECREASED
Shares695 from 835
Change-140 (-17%)
Value$76.6K (-$15.3K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares695 from 658
Change+37 (+6%)
Value$76.7K (+$4.1K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares678 from 1,052
Change-374 (-36%)
Value$74.8K (-$41.1K)
Filed 2026-10-28
Finley Financial, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$70.7K (+$218)
Filed 2026-10-28
IMG Wealth Management, Inc.
DECREASED
Shares617 from 1,186
Change-569 (-48%)
Value$68.0K (-$62.6K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$63.7K (+$75)
Filed 2026-10-23
Trust Co
NEW
Shares572
Change+572
Value$63.1K
Filed 2026-10-09
Farmers & Merchants Investments Inc
INCREASED
Shares553 from 48
Change+505 (+1052%)
Value$61.0K (+$55.7K)
Filed 2026-10-22
Gamma Investing LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$59.3K (+$70)
Filed 2026-10-08
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$56.5K (+$67)
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares511 from 508
Change+3 (+1%)
Value$56.3K (+$311)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$55.7K (+$66)
Filed 2026-10-15
Vaquero Private Wealth, LTD
DECREASED
Shares488 from 763
Change-275 (-36%)
Value$53.8K (-$30.2K)
Filed 2026-10-27
Winthrop Capital Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$53.8K (-$183)
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$52.9K (+$62)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$52.5K (+$62)
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares470 from 487
Change-17 (-3%)
Value$52 (-$53.9K)
Filed 2026-10-23
Markowski Investments
INCREASED
Shares449 from 448
Change+1 (+0%)
Value$49.5K (+$107)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$49.1K (+$58)
Filed 2026-10-30
Oakworth Capital, Inc.
NEW
Shares425
Change+425
Value$46.9K
Filed 2026-10-26
Creative Capital Management Investments LLC
NEW
Shares407
Change+407
Value$44.9K
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares405 from 193
Change+212 (+110%)
Value$44.7K (+$23.4K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$44.1K (+$52)
Filed 2026-10-26
Hickory Point Bank & Trust
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$44.1K (+$52)
Filed 2026-10-01
Elevation Wealth Partners, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$42.3K (+$50)
Filed 2026-10-07
Bell Investment Advisors, Inc
INCREASED
Shares375 from 258
Change+117 (+45%)
Value$41.4K (+$13.0K)
Filed 2026-10-29
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$41.4K (+$49)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$39.3K (+$46)
Filed 2026-10-20
Hager Investment Management Services, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$35.5K (+$42)
Filed 2026-11-04
DT Investment Partners, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$31.2K (+$37)
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$30.1K (+$36)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$28.0K (+$33)
Filed 2026-10-13
Kings Path Partners LLC
DECREASED
Shares249 from 315
Change-66 (-21%)
Value$27.5K (-$7.2K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares220 from 312
Change-92 (-29%)
Value$24.3K (-$10.1K)
Filed 2026-10-28
Mechanics Financial Corp
DECREASED
Shares217 from 317
Change-100 (-32%)
Value$23.9K (-$11.0K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares209
Change+209
Value$23.0K
Filed 2026-10-21
Nemes Rush Group LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$21.5K (+$26)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares193
Change+193
Value$21.3K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$20.4K (+$24)
Filed 2026-10-16
Viewpoint Capital Management LLC
NEW
Shares180
Change+180
Value$19.9K
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$19.7K (+$23)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
INCREASED
Shares177 from 132
Change+45 (+34%)
Value$19.5K (+$5.0K)
Filed 2026-10-19
Legacies Wealth LLC
DECREASED
Shares175 from 180
Change-5 (-3%)
Value$19.3K (-$528)
Filed 2026-11-02
DecisionPoint Financial, LLC
NEW
Shares166
Change+166
Value$18.3K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares166 from 130
Change+36 (+28%)
Value$18.3K (+$3.9K)
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$18.2K (+$59)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares153
Change+153
Value$16.9K
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares153 from 87
Change+66 (+76%)
Value$16.9K (+$7.2K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$17 ($0)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares141 from 442
Change-301 (-68%)
Value$15.5K (-$33.1K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
NEW
Shares137
Change+137
Value$15.1K
Filed 2026-11-04
Chapman Financial Group, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$14.3K (+$17)
Filed 2026-10-26
Barrett & Company, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$13.6K (+$15)
Filed 2026-10-22
City Holding Co
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$13.0K (+$16)
Filed 2026-10-19
Sherman Asset Management, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$12.6K (+$15)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.0K (+$13)
Filed 2026-10-26
Gleason Group, Inc.
INCREASED
Shares96 from 89
Change+7 (+8%)
Value$10.6K (+$830)
Filed 2026-10-15
Bullock Wealth Management Group
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$10.6K ($0)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$10.3K (-$20)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$10.0K (+$55)
Filed 2026-10-23
Hughes Financial Services, LLC
NEW
Shares85
Change+85
Value$9.9K
Filed 2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.0K (+$10)
Filed 2026-10-20
Olistico Wealth, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.9K (+$9)
Filed 2026-10-05
Caldwell Trust Co
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$7.4K (+$9)
Filed 2026-10-30
Central Trust Co
DECREASED
Shares55 from 74
Change-19 (-26%)
Value$6.1K (-$2.1K)
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.0K (+$7)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares52
Change+52
Value$5.7K
Filed 2026-10-29
City State Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5.3K (+$6)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares46 from 1,362
Change-1,316 (-97%)
Value$5.1K (-$145.0K)
Filed 2026-10-28
Yankcom Partnership
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.5K (+$5)
Filed 2026-10-15
Rossby Financial, LCC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.4K (+$5)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.4K (+$5)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.1K (+$5)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.1K (+$5)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares34
Change+34
Value$3.8K
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.8K (+$5)
Filed 2026-10-14
Central Pacific Bank - Trust Division
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.4K (+$4)
Filed 2026-10-06
Prudent Man Investment Management, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.4K (+$240)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.2K (+$18)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares28
Change+28
Value$3.1K
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.1K (+$4)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares26
Change+26
Value$2.9K
Filed 2026-10-19
Monetary Solutions, Ltd
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.5K (+$3)
Filed 2026-10-22
Fairscale Capital, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.4K (+$117)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.8K (+$2)
Filed 2026-11-02
General Partner, Inc.
CLOSED
Shares0 from 25,634
Change-25,634 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-05
Sterling Capital Management LLC
CLOSED
Shares0 from 6,506
Change-6,506 (-100%)
Value$0 (-$716.6K)
Filed 2026-10-22
Central Valley Advisors, LLC
CLOSED
Shares0 from 4,698
Change-4,698 (-100%)
Value$0 (-$517.5K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,456
Change-4,456 (-100%)
Value$0 (-$490.8K)
Filed 2026-10-16
Avestar Capital, LLC
CLOSED
Shares0 from 3,818
Change-3,818 (-100%)
Value$0 (-$420.5K)
Filed 2026-10-28
Aerodigm Wealth, LLC
CLOSED
Shares0 from 3,320
Change-3,320 (-100%)
Value$0 (-$365.7K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,832
Change-2,832 (-100%)
Value$0 (-$311.9K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,059
Change-2,059 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,995
Change-1,995 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,963
Change-1,963 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,295
Change-1,295 (-100%)
Value$0 (-$142.6K)
Filed 2026-10-26
Register Financial Advisors LLC
CLOSED
Shares0 from 404
Change-404 (-100%)
Value$0 (-$44.5K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-29
Sunrise Financial Services, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-21
Atwood & Palmer Inc
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-08
Arvest Investments, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 87,142,505
Change-87,142,505 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 17,438,274
Change-17,438,274 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,794,840
Change-9,794,840 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,102,785
Change-8,102,785 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,575,951
Change-7,575,951 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,976,786
Change-2,976,786 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,917,456
Change-1,917,456 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,655,527
Change-1,655,527 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,601,375
Change-1,601,375 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,576,412
Change-1,576,412 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,540,958
Change-1,540,958 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,392,296
Change-1,392,296 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,189,639
Change-1,189,639 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,131,519
Change-1,131,519 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 851,253
Change-851,253 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 755,194
Change-755,194 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 744,190
Change-744,190 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 695,001
Change-695,001 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 671,256
Change-671,256 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 603,501
Change-603,501 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 591,891
Change-591,891 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 587,665
Change-587,665 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 573,084
Change-573,084 (-100%)
Value—
FMR LLC
N/A
Shares— from 482,741
Change-482,741 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 472,655
Change-472,655 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 460,850
Change-460,850 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 450,235
Change-450,235 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 416,948
Change-416,948 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 410,476
Change-410,476 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 398,466
Change-398,466 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 397,894
Change-397,894 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 397,448
Change-397,448 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 383,487
Change-383,487 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 375,135
Change-375,135 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 354,360
Change-354,360 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 319,929
Change-319,929 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 294,358
Change-294,358 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 287,524
Change-287,524 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 282,318
Change-282,318 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 264,252
Change-264,252 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 254,875
Change-254,875 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 252,461
Change-252,461 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 249,449
Change-249,449 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 247,856
Change-247,856 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 243,044
Change-243,044 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 236,853
Change-236,853 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 221,191
Change-221,191 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 204,617
Change-204,617 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 192,811
Change-192,811 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 191,032
Change-191,032 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 184,588
Change-184,588 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 183,058
Change-183,058 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 170,990
Change-170,990 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 154,119
Change-154,119 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 153,901
Change-153,901 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 148,121
Change-148,121 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 147,513
Change-147,513 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 140,385
Change-140,385 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 134,115
Change-134,115 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 134,098
Change-134,098 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 130,015
Change-130,015 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 128,789
Change-128,789 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 121,788
Change-121,788 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 115,577
Change-115,577 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 115,040
Change-115,040 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 110,245
Change-110,245 (-100%)
Value—
&partners
N/A
Shares— from 109,887
Change-109,887 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 105,349
Change-105,349 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 105,162
Change-105,162 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 100,080
Change-100,080 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 96,604
Change-96,604 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 96,387
Change-96,387 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 96,105
Change-96,105 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 95,713
Change-95,713 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 94,711
Change-94,711 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 86,389
Change-86,389 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 83,216
Change-83,216 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 83,214
Change-83,214 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 77,236
Change-77,236 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 75,506
Change-75,506 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 72,992
Change-72,992 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 71,676
Change-71,676 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 71,180
Change-71,180 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 69,391
Change-69,391 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 67,360
Change-67,360 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 67,246
Change-67,246 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 62,727
Change-62,727 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 56,387
Change-56,387 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 56,366
Change-56,366 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 55,571
Change-55,571 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 54,741
Change-54,741 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 54,346
Change-54,346 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 50,872
Change-50,872 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 49,048
Change-49,048 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 46,626
Change-46,626 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 46,125
Change-46,125 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 44,361
Change-44,361 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 44,127
Change-44,127 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 42,174
Change-42,174 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 41,777
Change-41,777 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 39,724
Change-39,724 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 39,329
Change-39,329 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 38,824
Change-38,824 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 38,345
Change-38,345 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 37,153
Change-37,153 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 35,658
Change-35,658 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 33,883
Change-33,883 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 31,906
Change-31,906 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 31,284
Change-31,284 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 29,610
Change-29,610 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 29,547
Change-29,547 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 28,904
Change-28,904 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,364
Change-28,364 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 27,969
Change-27,969 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 27,415
Change-27,415 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,058
Change-27,058 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 26,936
Change-26,936 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 26,701
Change-26,701 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 26,157
Change-26,157 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 25,147
Change-25,147 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 24,218
Change-24,218 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 23,953
Change-23,953 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,363
Change-23,363 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 23,173
Change-23,173 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 23,146
Change-23,146 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,977
Change-22,977 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 22,152
Change-22,152 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,771
Change-21,771 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 21,166
Change-21,166 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,668
Change-20,668 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 20,238
Change-20,238 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,889
Change-19,889 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 19,474
Change-19,474 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 19,159
Change-19,159 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 18,693
Change-18,693 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 18,351
Change-18,351 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,290
Change-18,290 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,969
Change-17,969 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 16,756
Change-16,756 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 16,241
Change-16,241 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,964
Change-15,964 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 15,284
Change-15,284 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,165
Change-15,165 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,527
Change-14,527 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,993
Change-13,993 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 13,363
Change-13,363 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 12,551
Change-12,551 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 12,173
Change-12,173 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,801
Change-11,801 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 11,412
Change-11,412 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 11,109
Change-11,109 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 10,996
Change-10,996 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,713
Change-10,713 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,053
Change-10,053 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,561
Change-9,561 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 6,184
Change-6,184 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5,434
Change-5,434 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Ketron Financial
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,302
Change-5,302 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
CIM, LLC
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Collier Financial
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
American Trust
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 972
Change-972 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 915
Change-915 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 777
Change-777 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 773
Change-773 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 540
Change-540 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 538
Change-538 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 523
Change-523 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 460
Change-460 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 428
Change-428 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 282
Change-282 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 282
Change-282 (-100%)
Value—
CNB Bank
N/A
Shares— from 250
Change-250 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 234
Change-234 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 214
Change-214 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 180
Change-180 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Motco
N/A
Shares— from 159
Change-159 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 86
Change-86 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 77
Change-77 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 62
Change-62 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 46
Change-46 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Signaturefd, LLC
INCREASED5,075,8234,871,244+204,579+4%$536.6M$559.8M+$23.2M2026-10-23
Kestra Investment Management, LLC
INCREASED4,640,7444,464,120+176,624+4%$491.7M$511.8M+$20.1M2026-11-04
Blue Trust, Inc.
DECREASED4,206,8094,235,766-28,957-1%$466.6M$463.9M-$2.6M2026-10-15
Aspiriant, LLC
INCREASED3,771,7803,685,507+86,273+2%$406.0M$416.0M+$10.0M2026-10-16
Modera Wealth Management, LLC
INCREASED1,199,3161,192,955+6,361+1%$131.4M$132.3M+$856.6K2026-10-28
Foster Group, Inc.
INCREASED1,133,9781,131,712+2,266+0%$124.7M$125.1M+$396.9K2026-10-13
Auto-Owners Insurance Co
UNCHANGED864,000864,00000%$95.2M$95.6M+$354.2K2026-10-15
Kestra Advisory Services, LLC
INCREASED845,224187,372+657,852+351%$20.6M$93.2M+$72.6M2026-11-02
Canandaigua National Bank & Trust Co
DECREASED808,409808,560-1510%$89.1M$89.2M+$88.5K2026-10-07
Commonwealth Equity Services, LLC
INCREASED694,196669,764+24,432+4%$73.8M$76.6M+$2.8M2026-11-02
McGlone Suttner Wealth Management, Inc.
INCREASED673,208664,617+8,591+1%$73.2M$74.2M+$1.0M2026-10-13
Allspring Global Investments Holdings, LLC
DECREASED525,617532,868-7,251-1%$58.7M$58.0M-$730.4K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED455,717429,490+26,227+6%$47.3M$50.3M+$2.9M2026-10-26
Nadler Financial Group, Inc.
DECREASED432,839443,540-10,701-2%$48.9M$47.7M-$1.1M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED392,932391,557+1,375+0%$43.7M$44.1M+$354.0K2026-10-13
Veracity Capital LLC
INCREASED374,015368,402+5,613+2%$40.6M$41.2M+$666.9K2026-10-08
PCA Investment Advisory Services Inc.
INCREASED346,839330,925+15,914+5%$36.5M$38.2M+$1.8M2026-10-13
Southern Capital Advisors, LLC
INCREASED336,547311,418+25,129+8%$34.3M$37.1M+$2.8M2026-10-26
Townsend & Associates, Inc
INCREASED317,146316,302+844+0%$35.2M$36.1M+$867.9K2026-10-23
Ddfg, Inc
INCREASED310,953300,399+10,554+4%$33.1M$34.3M+$1.2M2026-10-15
Salus Financial Advisors, LLC
INCREASED249,936243,298+6,638+3%$26.8M$27.6M+$763.7K2026-10-20
Garde Capital, Inc.
DECREASED225,403232,407-7,004-3%$25.6M$24.9M-$742.2K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED210,417237,417-27,000-11%$26.2M$23.2M-$2.9M2026-10-30
Steele Capital Management, Inc.
DECREASED204,270206,988-2,718-1%$22.8M$22.5M-$272.8K2026-11-02
One Way Holdings LLC
DECREASED200,723212,872-12,149-6%$23.4M$22.1M-$1.3M2026-10-29
Alliance Private Wealth, LLC
DECREASED200,053207,767-7,714-4%$22.9M$22.1M-$823.6K2026-10-20
High Probability Advisors, LLC
INCREASED197,213189,323+7,890+4%$20.9M$21.7M+$894.6K2026-10-19
Ironwood Wealth Management, Inc.
DECREASED191,562192,775-1,213-1%$21.5M$21.5M+$22.0K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED188,791173,977+14,814+9%$19.2M$20.8M+$1.7M2026-10-16
SkyOak Wealth, LLC
DECREASED188,379189,458-1,079-1%$20.9M$20.8M-$94.3K2026-10-28
Arwa LLC
INCREASED174,082128,517+45,565+35%$14.5M$19.7M+$5.2M2026-10-21
Waldron Private Wealth LLC
DECREASED173,013206,863-33,850-16%$22.8M$19.1M-$3.7M2026-11-02
Crescent Grove Advisors, LLC
DECREASED164,317164,622-3050%$18.1M$18.1M-$12.2K2026-10-21
Trek Financial, LLC
INCREASED152,07236,621+115,451+315%$4.0M$16.8M+$12.7M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED151,418151,715-2970%$16.7M$16.7K-$16.7M2026-11-02
Atria Investments, Inc
INCREASED149,705134,589+15,116+11%$14.8M$16.5M+$1.7M2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED146,539146,101+438+0%$16.1M$16.2M+$67.3K2026-10-16
Financial Partners Group, Inc
DECREASED146,040159,702-13,662-9%$17.6M$16.1M-$1.5M2026-10-19
Creative Planning
INCREASED141,904141,664+240+0%$15.6M$15.6M+$44.8K2026-11-02
Keenan, LLC
INCREASED141,152132,366+8,786+7%$14.6M$15.6M+$986.1K2026-10-23
Cosner Financial Group, LLC
DECREASED137,669141,107-3,438-2%$15.5M$15.2M-$360.8K2026-11-03
Creative Financial Designs Inc
INCREASED131,742125,306+6,436+5%$13.8M$14.5M+$726.0K2026-11-04
Weil Company, Inc.
INCREASED120,063111,888+8,175+7%$12.3M$13.2M+$916.0K2026-10-14
Roberts Financial Services LLC
DECREASED111,063111,670-607-1%$12.3M$12.2M-$52.4K2026-10-23
Crestwood Advisors Group, LLC
INCREASED110,444104,872+5,572+5%$11.6M$12.2M+$628.1K2026-10-27
Symphony Financial, Ltd. Co.
INCREASED105,31276,013+29,299+39%$8.4M$11.6M+$3.3M2026-10-22
Dynamic Advisor Solutions LLC
INCREASED104,550101,192+3,358+3%$11.1M$11.5M+$383.4K2026-10-13
Truist Financial Corp
DECREASED103,798110,696-6,898-6%$12.2M$11.4M-$746.3K2026-10-30
Sigma Planning Corp
DECREASED102,755102,816-610%$11.3M$11.3M+$6.6K2026-10-23
Financial Council, LLC
INCREASED90,95890,868+90+0%$10.0M$10.0M+$21.7K2026-11-02
Foundry Financial Group, Inc.
INCREASED83,92182,226+1,695+2%$9.1M$9.3M+$197.6K2026-10-28
TD Private Client Wealth LLC
DECREASED82,07786,730-4,653-5%$9.6M$9.1M-$501.9K2026-10-28
Canvas Wealth Advisors, LLC
DECREASED79,73681,196-1,460-2%$8.9M$9.3M+$355.7K2026-11-02
Integrated Advisors Network LLC
INCREASED78,59451,476+27,118+53%$5.7M$8.7M+$3.0M2026-10-20
Family Capital Management, Inc.
INCREASED77,65676,041+1,615+2%$8.4M$8.6M+$188.0K2026-11-03
Integrity Alliance, Llc.
INCREASED74,41170,949+3,462+5%$7.8M$8.2M+$391.0K2026-10-29
Motive Wealth Advisors
DECREASED74,33275,144-812-1%$8.3M$8.2M-$79.8K2026-10-26
Legacy Solutions, LLC
INCREASED73,84471,120+2,724+4%$7.8M$8.1M+$309.6K2026-10-07
Canandaigua National Trust Co of Florida
NEW72,646—+72,646——$8.0M—2026-10-07
Amplius Wealth Advisors, LLC
DECREASED70,62878,975-8,347-11%$8.7M$7.8M-$910.2K2026-10-20
Able Wealth Management LLC
INCREASED66,45365,508+945+1%$7.2M$7.4M+$188.5K2026-10-13
Sapient Capital LLC
INCREASED65,41265,069+343+1%$7.2M$7.2M+$46.3K2026-10-08
Townsend Financial Planning, LLC
DECREASED65,22966,032-803-1%$7.3M$7.2M-$80.0K2026-11-02
Columbus Macro, LLC
DECREASED59,80959,827-180%$6.6M$6.6M+$5.7K2026-10-14
Stevens Capital Partners
DECREASED58,65558,938-2830%$6.5M$6.5M-$23.6K2026-10-29
Independence Financial Advisors, LLC
DECREASED58,61363,795-5,182-8%$7.0M$6.5M-$563.2K2026-10-08
Beam Wealth Advisors, Inc.
DECREASED58,34860,856-2,508-4%$6.7M$6.4M-$268.6K2026-11-03
Old Mission Investment Co LLC
DECREASED54,66855,257-589-1%$6.1M$6.0M-$57.8K2026-10-22
Corepath Wealth Partners LLC
DECREASED52,27257,271-4,999-9%$6.3M$5.8M-$520.7K2026-10-21
Eley Financial Management, Inc
INCREASED51,73251,439+293+1%$5.7M$5.7M+$39.0K2026-11-03
Perigon Wealth Management, LLC
INCREASED51,15050,013+1,137+2%$5.5M$5.6M+$131.9K2026-10-22
Fifth Third Bancorp
DECREASED50,59152,080-1,489-3%$5.7M$5.6M-$157.4K2026-11-05
TD Waterhouse Canada Inc.
INCREASED49,82549,111+714+1%$5.4M$5.5M+$84.3K2026-10-16
Spire Wealth Management
DECREASED49,39850,974-1,576-3%$5.6M$5.4M-$167.2K2026-10-30
180 Wealth Advisors, LLC
DECREASED49,04050,297-1,257-2%$5.5M$5.4M-$132.1K2026-11-03
Variant Private Wealth, LLC
INCREASED48,49047,616+874+2%$5.2M$5.3M+$102.6K2026-10-21
Parallel Advisors, LLC
INCREASED48,4574,602+43,855+953%$506.9K$5.3M+$4.8M2026-11-03
US Bancorp \de\
INCREASED48,19247,013+1,179+3%$5.2M$5.3M+$136.1K2026-11-05
Towne Trust Company, N.a
INCREASED45,12443,291+1,833+4%$4.8M$5.0M+$207.8K2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED44,43145,179-748-2%$5.0M$4.9M-$76.6K2026-10-21
Breakwater Capital Group
DECREASED44,15344,873-720-2%$4.9M$4.9M-$73.5K2026-10-09
Certified Advisory Corp
DECREASED41,28642,269-983-2%$4.7M$4.6M-$103.0K2026-10-29
Bailard, Inc.
INCREASED40,73540,116+619+2%$4.4M$4.5M+$73.5K2026-10-13
Oppenheimer & Co Inc
INCREASED38,84338,495+348+1%$4.2M$4.3M+$43.4K2026-10-26
Wealth Management Partners, LLC
DECREASED38,46639,998-1,532-4%$4.4M$4.2M-$163.8K2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
INCREASED36,70335,098+1,605+5%$3.9M$4.0K-$3.9M2026-10-26
Ascentis Wealth Management, LLC
NEW35,052—+35,052——$3.9M—2026-11-03
Valley Forge Investment Consultants Inc ADV
INCREASED33,97533,901+74+0%$3.7M$3.7M+$12.6K2026-11-03
Diversify Advisory Services, LLC
DECREASED33,60837,277-3,669-10%$4.2M$3.8M-$373.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED33,60837,277-3,669-10%$4.2M$3.8M-$373.6K2026-10-20
Catalyst Private Wealth, LLC
INCREASED31,41031,393+17+0%$3.5M$3.5M+$6.0K2026-10-13
Fortress Financial Group, LLC
DECREASED30,65334,118-3,465-10%$3.8M$3.4M-$377.7K2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED30,19830,945-747-2%$3.4M$3.3M-$78.4K2026-10-29
Apollon Financial, LLC
INCREASED29,90627,987+1,919+7%$3.1M$3.3M+$215.3K2026-10-23
Private Trust Co NA
INCREASED28,74225,390+3,352+13%$2.8M$3.2M+$372.9K2026-10-20
Guidance Point Advisors, LLC
DECREASED28,40028,606-206-1%$3.2M$3.1M-$18.9K2026-10-15
Eagle Strategies LLC
INCREASED28,06927,887+182+1%$3.1M$3.1M+$23.7K2026-10-16
ZWJ Investment Counsel Inc
DECREASED27,34027,343-30%$3.0M$3.0M+$3.2K2026-10-15
Farther Finance Advisors, LLC
INCREASED27,26027,020+240+1%$3.0M$3.0M+$29.9K2026-10-08
VestGen Advisors, LLC
INCREASED27,16827,135+33+0%$3.0M$3.0M+$7.2K2026-10-27
Robinson Smith Wealth Advisors LLC
DECREASED27,11027,648-538-2%$3.0M$3.0M-$55.7K2026-10-22
Montag A & Associates Inc
INCREASED26,92218,661+8,261+44%$2.1M$3.0M+$913.4K2026-10-29
Sterling Wealth Management, Inc.
INCREASED26,36126,258+103+0%$2.9M$2.9M+$14.8K2026-10-23
Valpey Financial Services, LLC
DECREASED26,10926,960-851-3%$3.0M$2.9M-$90.3K2026-10-30
XY Planning Network, Inc.
INCREASED25,48122,487+2,994+13%$2.5M$2.8M+$333.1K2026-10-14
Silver Lake Advisory, LLC
DECREASED24,49324,836-343-1%$2.7M$2.7M-$34.5K2026-10-22
Life Planning Partners, Inc
UNCHANGED24,49124,49100%$2.7M$2.7M+$3.2K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED24,42125,920-1,499-6%$2.9M$2.7M-$161.9K2026-11-04
MFA Wealth Services
DECREASED23,53524,157-622-3%$2.7M$2.6M-$65.5K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED23,4288,734+14,694+168%$962.1K$2.6M+$1.6M2026-10-16
Prospera Financial Services Inc
INCREASED23,15021,952+1,198+5%$2.4M$2.7M+$260.7K2026-11-04
Matauro, LLC
INCREASED22,59622,319+277+1%$2.5M$2.5M+$33.5K2026-11-03
Citigroup Inc
INCREASED22,48020,932+1,548+7%$2.3M$2.5M+$173.4K2026-11-04
Legacy Financial Strategies, LLC
UNCHANGED20,72120,72100%$2.3M$2.3M+$2.7K2026-10-15
NWF Advisory Services Inc.
INCREASED20,37619,472+904+5%$2.1M$2.2M+$102.1K2026-10-19
Park Avenue Securities LLC
INCREASED19,13115,080+4,051+27%$1.7M$2.1K-$1.7M2026-10-26
First Heartland Consultants, Inc.
DECREASED18,92319,105-182-1%$2.1M$2.1M-$17.5K2026-10-08
Denver PWM, LLC
DECREASED18,62619,221-595-3%$2.2M$2.1M-$163.3K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED18,1721,444+16,728+1158%$159.0K$2.0M+$1.8M2026-11-04
Nations Financial Group Inc,
DECREASED17,91118,219-308-2%$2.0M$2.0M-$31.6K2026-11-05
PFG Advisors
DECREASED17,23217,561-329-2%$1.9M$1.9M-$34.0K2026-10-16
TL Private Wealth
DECREASED17,03617,105-690%$1.9M$1.9M+$12.6K2026-10-13
Moneco Advisors, LLC
INCREASED16,0738,544+7,529+88%$941.1K$1.8M+$831.4K2026-11-05
WJ Wealth Management, LLC
UNCHANGED15,95615,95600%$1.8M$1.8M+$2.1K2026-11-03
TriaGen Wealth Management LLC
DECREASED15,87016,304-434-3%$1.8M$1.8M-$45.8K2026-10-14
Boyd Wealth Management, LLC
INCREASED15,64713,275+2,372+18%$1.5M$1.7M+$263.3K2026-10-20
Riverwater Partners LLC
INCREASED15,4709,463+6,007+63%$1.0M$1.7M+$663.7K2026-11-03
HB Wealth Management, LLC
INCREASED15,21211,349+3,863+34%$1.3M$1.7M+$427.5K2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED15,16015,307-147-1%$1.7M$1.7M+$24.7K2026-10-21
Soltis Investment Advisors LLC
INCREASED14,95414,901+53+0%$1.6M$1.6M+$7.8K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED14,757154,658-139,901-90%$17.0M$1.6M-$15.4M2026-11-05
MGO One Seven LLC
DECREASED14,60115,736-1,135-7%$1.7M$1.6M-$123.1K2026-10-28
Ipswich Investment Management Co., Inc.
UNCHANGED14,36514,36500%$1.6M$1.6M+$1.9K2026-10-13
Mlp3, LLC
INCREASED14,04312,312+1,731+14%$1.4M$1.5M+$192.5K2026-10-22
One Day In July LLC
DECREASED14,02114,094-73-1%$1.6M$1.5M-$6.2K2026-10-30
Uptick Partners, LLC
DECREASED13,88916,398-2,509-15%$1.8M$1.5M-$274.6K2026-11-04
Howland Capital Management LLC
UNCHANGED13,62413,62400%$1.5M$1.5M+$1.8K2026-10-22
Ritholtz Wealth Management
INCREASED13,27510,055+3,220+32%$1.1M$1.5M+$356.4K2026-11-05
Maryland Capital Advisors Inc.
INCREASED13,08013,073+7+0%$1.4M$1.4M+$2.4K2026-10-15
Tennessee Valley Asset Management Partners
INCREASED12,87812,557+321+3%$1.4M$1.4M+$37.0K2026-11-03
Ascentis Independent Advisors
NEW12,838—+12,838——$1.4M—2026-11-03
1900 Wealth Management LLC
DECREASED12,49412,639-145-1%$1.4M$1.4M-$14.3K2026-10-13
RFG Advisory, LLC
INCREASED12,46212,117+345+3%$1.3M$1.4M+$39.7K2026-11-03
Prism Planning Partners LLC
UNCHANGED12,34012,34000%$1.4M$1.4M+$1.6K2026-10-27
GC Wealth Management RIA, LLC
INCREASED12,23111,876+355+3%$1.3M$1.3M+$40.7K2026-11-02
M Holdings Securities, Inc.
NEW12,212—+12,212——$1.4K—2026-11-03
Narus Financial Partners, LLC
UNCHANGED12,17512,17500%$1.3M$1.3M+$1.6K2026-10-19
New Wave Wealth Advisors LLC
INCREASED12,03111,722+309+3%$1.3M$1.4M+$69.0K2026-10-19
Equity Investment Corp
DECREASED12,00536,057-24,052-67%$4.0M$1.3M-$2.6M2026-11-04
American State Bank (Iowa)
INCREASED11,99011,979+11+0%$1.3M$1.3M+$2.8K2026-11-03
Brickley Wealth Management
UNCHANGED11,80611,80600%$1.3M$1.3M+$1.5K2026-11-04
Occidental Asset Management, LLC
INCREASED11,70711,042+665+6%$1.2M$1.3M+$74.8K2026-11-05
Verus Capital Partners, LLC
DECREASED11,42811,486-580%$1.3M$1.3M-$4.9K2026-11-03
Bank of New York Mellon Corp
INCREASED10,8766,106+4,770+78%$672.6K$1.2M+$526.8K2026-11-05
Grey Fox Wealth Advisors, LLC
INCREASED10,4398,605+1,834+21%$947.8K$1.2M+$203.4K2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED10,05410,134-80-1%$1.1M$1.1M-$7.5K2026-10-26
Verity Asset Management, Inc.
INCREASED9,7369,629+107+1%$1.1M$1.1M+$12.9K2026-10-30
Independent Financial Group, LLC
INCREASED9,7299,022+707+8%$993.7K$1.1M+$79.2K2026-10-13
R. W. Roge & Company, Inc.
DECREASED9,5149,677-163-2%$1.1M$1.0M-$16.0K2026-11-04
Elevate Wealth Advisory, Inc
DECREASED9,3589,772-414-4%$1.1M$1.0M-$44.4K2026-10-29
Sound Income Strategies, LLC
DECREASED9,27410,357-1,083-10%$1.1M$1.0M-$100.1K2026-10-09
Endowment Wealth Management, Inc.
DECREASED9,23913,299-4,060-31%$1.5M$1.0M-$446.1K2026-11-03
Collective Family Office LLC
UNCHANGED9,1939,19300%$1.0M$1.0M+$1.2K2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED9,0729,147-75-1%$1.0M$1.0M-$7.1K2026-10-13
ERn Financial, LLC
DECREASED8,4268,851-425-5%$975.0K$929.2K-$45.7K2026-10-28
D.A. Davidson & Co.
INCREASED8,4127,724+688+9%$850.9K$927.7K+$76.8K2026-10-28
Patten Group, Inc.
DECREASED8,3568,537-181-2%$940.4K$921.5K-$18.9K2026-10-26
USAdvisors Wealth Management, LLC
DECREASED8,2238,780-557-6%$967.0K$906-$966.1K2026-10-21
William Howard & Co Financial Advisors Inc
UNCHANGED8,0568,05600%$887.4K$888.4K+$1.0K2026-11-04
Fiduciary Advisors, Inc.
DECREASED7,9818,316-335-4%$916.0K$880.1K-$35.9K2026-10-16
Moneywise, Inc.
NEW7,930—+7,930——$874.5K—2026-10-30
Axxcess Wealth Management, LLC
INCREASED7,7367,134+602+8%$785.8K$853.1K+$67.3K2026-10-21
Hoxton Planning & Management, LLC
INCREASED7,7267,626+100+1%$840.0K$852.0K+$12.0K2026-10-15
Northwest Wealth Management, LLC
DECREASED7,6977,833-136-2%$862.8K$848.8K-$14.0K2026-10-30
Evermay Wealth Management LLC
DECREASED7,6768,720-1,044-12%$960.5K$846.5K-$114.0K2026-11-05
StoneX Group Inc.
INCREASED7,6662,281+5,385+236%$251.3K$846.9K+$595.7K2026-11-03
Interchange Capital Partners, LLC
INCREASED7,6557,622+33+0%$839.6K$844.2K+$4.7K2026-10-28
Innovative Wealth Building LLC
DECREASED7,6417,696-55-1%$847.7K$842.7K-$5.0K2026-10-14
Beirne Wealth Consulting Services, LLC
DECREASED7,5747,807-233-3%$860.2K$835.6K-$24.6K2026-10-19
Phillips Financial Management, LLC
DECREASED7,2967,415-119-2%$816.8K$804.6K-$12.2K2026-10-19
Essex Bank
UNCHANGED7,2897,28900%$802.9K$803.8K+$9472026-10-16
Sovran Advisors, LLC
INCREASED7,2704,256+3,014+71%$483.3K$847.9K+$364.6K2026-11-02
Berman McAleer LLC
DECREASED7,1837,308-125-2%$805.0K$792.1K-$12.8K2026-10-16
Choreo, LLC
UNCHANGED7,1317,13100%$785.5K$786.4K+$9562026-10-28
Wall Capital Group, Inc.
DECREASED7,1219,161-2,040-22%$1.0M$785.3K-$223.8K2026-10-14
Brighton Jones LLC
INCREASED6,9726,289+683+11%$692.7K$768.8K+$76.1K2026-11-03
Trust Point Inc.
UNCHANGED6,9586,95800%$766.4K$767.3K+$9042026-10-27
Firestone Capital Management
UNCHANGED6,9426,94200%$764.7K$765.6K+$9032026-11-03
XML Financial, LLC
INCREASED6,8736,624+249+4%$729.6K$758.0K+$28.4K2026-10-29
Simplicity Wealth,LLC
INCREASED6,7825,805+977+17%$639.4K$747.9K+$108.5K2026-10-23
Meridian Wealth Management, LLC
INCREASED6,6655,579+1,086+19%$614.6K$735.0K+$120.4K2026-11-05
Fifth Third Securities, Inc.
DECREASED6,5306,660-130-2%$733.7K$720.2K-$13.5K2026-10-21
Asset Dedication, LLC
INCREASED6,3944,353+2,041+47%$479.5K$705.1K+$225.6K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED6,3147,332-1,018-14%$807.6K$696.3K-$111.2K2026-10-20
Lido Advisors, LLC
INCREASED6,2705,713+557+10%$629.3K$691.5K+$62.2K2026-11-04
Dynamic Financial Group
DECREASED6,2686,310-42-1%$695.0K$691.2K-$3.8K2026-10-28
WealthSpring Partners, LLC
NEW6,241—+6,241——$688.3K—2026-10-14
Assetmark, Inc
INCREASED6,1624,959+1,203+24%$546.2K$679.5K+$133.3K2026-10-21
Jamison Private Wealth Management, Inc.
UNCHANGED5,9715,97100%$657.7K$658.5K+$7772026-10-14
JFS Wealth Advisors, LLC
DECREASED5,8779,391-3,514-37%$1.0M$648.1K-$386.3K2026-11-03
Annex Advisory Services, LLC
INCREASED5,8485,583+265+5%$615.0K$644.9K+$30.0K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED5,7315,767-36-1%$635.2K$632.0K-$3.2K2026-10-27
Indivisible Partners
INCREASED5,6325,179+453+9%$570.4K$621.1K+$50.7K2026-10-26
Cambridge Financial Group, LLC
UNCHANGED5,4765,47600%$603.2K$603.2K$02026-10-06
Presilium Private Wealth, LLC
DECREASED5,4315,453-220%$600.7K$599.0K-$1.7K2026-10-26
Beaumont Financial Advisors, LLC
UNCHANGED5,3855,38500%$593.2K$593.9K+$7002026-10-22
AWM Capital, LLC
INCREASED5,3585,354+4+0%$589.8K$591.0K+$1.2K2026-10-16
Facet Wealth, Inc.
DECREASED5,3555,596-241-4%$616.4K$590.5K-$25.9K2026-11-04
Forte Asset Management LLC
UNCHANGED5,2885,28800%$582.5K$583.2K+$6882026-10-13
Cyndeo Wealth Partners, LLC
INCREASED5,2405,234+6+0%$576.5K$577.8K+$1.4K2026-10-16
Premier Path Wealth Partners, LLC
UNCHANGED5,1915,19100%$571.8K$572.5K+$6742026-10-16
BIP Wealth, LLC
DECREASED5,1055,829-724-12%$642.0K$563.0K-$79.0K2026-10-22
United Advisor Group, LLC
DECREASED5,0995,109-100%$562.8K$562.3K-$5142026-11-03
Patriot Financial Group Insurance Agency, LLC
NEW5,069—+5,069——$559.0K—2026-10-14
Invariant Investment Management
INCREASED5,0545,032+22+0%$563.1K$561.1K-$2.0K2026-10-08
Unique Wealth Strategies, LLC
UNCHANGED5,0525,05200%$556.5K$556.5K$02026-10-13
Monument Capital Management
DECREASED5,0285,036-80%$554.7K$554.5K-$2272026-10-09
Victory Financial Group, LLC
INCREASED4,9864,094+892+22%$451.0K$549.9K+$98.9K2026-10-27
Sweeney & Michel, LLC
INCREASED4,9814,970+11+0%$568.0K$549.3K-$18.7K2026-10-16
Verdence Capital Advisors LLC
INCREASED4,9504,431+519+12%$488.0K$545.9K+$57.8K2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED4,912250+4,662+1865%$27.5K$541.7K+$514.2K2026-11-04
Christensen, King & Associates Investment Services, Inc.
INCREASED4,8423,383+1,459+43%$372.6K$534.0K+$161.4K2026-10-22
Zenith Solutions, Inc.
DECREASED4,8345,330-496-9%$587.1K$533.1K-$54.0K2026-10-19
Mascoma Wealth Management LLC
UNCHANGED4,8114,81100%$529.9K$530.6K+$6252026-10-23
Sowell Financial Services LLC
NEW4,729—+4,729——$521.5K—2026-10-23
SYM Financial Corp
DECREASED4,6904,862-172-4%$535.5K$517.2K-$18.3K2026-10-26
Compass Financial Management LLC
INCREASED4,6274,615+12+0%$525.2K$510.2K-$15.0K2026-10-30
Burk Holdings LLC
UNCHANGED4,6214,62100%$509.0K$509.6K+$6012026-11-05
Fiduciary Alliance LLC
INCREASED4,6113,284+1,327+40%$361.8K$508.5K+$146.7K2026-10-13
Bright Futures Wealth Management, Llc.
UNCHANGED4,4524,45200%$490.4K$491.0K+$5792026-10-23
USA Financial Formulas
NEW4,448—+4,448——$490.5K—2026-10-16
Norden Group LLC
UNCHANGED4,4224,42200%$487.1K$487.7K+$5752026-10-20
Intrua Financial, LLC
INCREASED4,3293,998+331+8%$440.4K$477.4K+$37.0K2026-10-28
Bellecapital International Ltd.
UNCHANGED4,2914,29100%$472.7K$473.2K+$5572026-10-21
Csenge Advisory Group
INCREASED4,2894,282+7+0%$471.7K$473.0K+$1.3K2026-11-04
Atlantic Edge Private Wealth Management, LLC
DECREASED4,26013,310-9,050-68%$1.5M$469.8K-$996.3K2026-10-20
Global Assets Advisory, LLC
INCREASED4,2454,244+1+0%$470.1K$473.3K+$3.2K2026-10-28
Ellis Investment Partners, LLC
INCREASED4,2434,230+13+0%$466.0K$468.0K+$1.9K2026-10-21
Good Harbor Advisors, Inc.
UNCHANGED4,2414,24100%$467.1K$467.7K+$5512026-10-20
Claro Advisors Inc.
DECREASED4,2184,219-10%$464.7K$465.2K+$4932026-11-02
True Private Wealth Advisors
DECREASED4,2056,650-2,445-37%$732.5K$463.7K-$268.8K2026-10-19
Vise Technologies, Inc.
INCREASED4,1984,187+11+0%$461.2K$463.0K+$1.8K2026-10-29
SeaCrest Wealth Management, LLC
INCREASED4,1473,937+210+5%$433.7K$457.3K+$23.7K2026-10-21
Wesbanco Bank Inc
UNCHANGED4,1124,11200%$452.9K$453.5K+$5342026-11-04
Koshinski Asset Management, Inc.
UNCHANGED4,0954,09500%$451.1K$451.6K+$5552026-10-29
Summit Investment Advisors, Inc.\KS
DECREASED4,0285,528-1,500-27%$608.9K$444.2K-$164.8K2026-11-05
Baker Tilly Wealth Management, LLC
UNCHANGED4,0044,00400%$441.0K$441.6K+$5202026-10-05
Koesten, Hirschmann & Crabtree, Inc.
DECREASED3,9694,294-325-8%$473.0K$437.7K-$35.3K2026-10-13
Financial Planning Hawaii, Inc.
UNCHANGED3,9663,96600%$436.9K$437.4K+$5152026-10-13
J.W. Cole Advisors, Inc.
INCREASED3,9312,061+1,870+91%$227.0K$433.5K+$206.5K2026-11-05
Patten & Patten Inc
UNCHANGED3,9053,90500%$430.1K$430.6K+$5072026-10-26
Melone Private Wealth, LLC
INCREASED3,8173,808+9+0%$419.5K$421.0K+$1.5K2026-10-16
FF Advisors,LLC
UNCHANGED3,7723,77200%$415.5K$416.0K+$4902026-10-21
MCF Advisors LLC
DECREASED3,7234,041-318-8%$445.1K$410.6K-$34.5K2026-10-28
Greenleaf Trust
INCREASED3,7032,396+1,307+55%$263.9K$408.4K+$144.4K2026-10-29
Echo45 Advisors LLC
NEW3,693—+3,693——$407.3K—2026-10-07
Diversified Enterprises, LLC
DECREASED3,6807,753-4,073-53%$854.0K$405.8K-$448.2K2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED3,6233,62300%$399.1K$399.5K+$4582026-10-21
B. Riley Wealth Advisors, Inc.
NEW3,586—+3,586——$395.4K—2026-10-13
Flagstar Securities, Inc
INCREASED3,5833,512+71+2%$387.0K$395.1K+$8.2K2026-10-15
Greenspring Advisors, LLC
UNCHANGED3,5733,57300%$393.6K$394.0K+$4642026-11-05
Redwood Financial Network Corp
DECREASED3,5314,542-1,011-22%$500.3K$389.4K-$110.9K2026-11-03
Compass Ion Advisors, LLC
UNCHANGED3,5133,51300%$386.9K$387.4K+$4572026-10-23
Tred Avon Family Wealth, LLC
INCREASED3,5042,973+531+18%$327.5K$386.4K+$58.9K2026-10-20
RDA Financial Network
DECREASED3,4993,830-331-9%$421.9K$385.8K-$36.1K2026-10-15
Alliance Wealth Advisors, LLC
UNCHANGED3,4733,47300%$382.6K$383.0K+$4522026-10-14
Trust Co of Vermont
INCREASED3,4663,334+132+4%$367.2K$382.2K+$15.0K2026-10-21
Braeburn Wealth Management LLC
DECREASED3,4423,659-217-6%$403.0K$379.5K-$23.4K2026-10-15
MFA Wealth Advisors, LLC
DECREASED3,44016,244-12,804-79%$1.8M$379.4K-$1.4M2026-10-07
Aprio Wealth Management, LLC
DECREASED3,4043,847-443-12%$423.7K$375.4K-$48.3K2026-10-28
Elevatus Welath Management
INCREASED3,4022,818+584+21%$310.4K$375.2K+$64.9K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED3,3973,000+397+13%$330.4K$374.6K+$44.2K2026-10-21
Keybank National Association
INCREASED3,3862,341+1,045+45%$257.9K$373.4K+$115.5K2026-11-04
Valeo Financial Advisors, LLC
DECREASED3,3153,833-518-14%$422.2K$365.6K-$56.6K2026-10-08
Sheets Smith Wealth Management
INCREASED3,3033,297+6+0%$363.2K$364.2K+$1.1K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,3033,30300%$363.8K$364.3K+$4302026-10-27
Kroeger Financial Partners
INCREASED3,2263,222+4+0%$354.9K$355.8K+$8602026-10-19
TritonPoint Partners, LLC
DECREASED3,2153,879-664-17%$427.3K$354.6K-$72.7K2026-11-05
Parsons Capital Management Inc
UNCHANGED3,2093,20900%$353.5K$353.9K+$4172026-10-28
Mitchell Capital Management Co
UNCHANGED3,1933,19300%$351.7K$352.1K+$4152026-10-29
SFG Wealth Management, Llc.
DECREASED3,1623,471-309-9%$382.3K$348.7K-$33.6K2026-10-23
Summit Wealth Group LLC / Co
INCREASED3,1612,493+668+27%$274.6K$348.6K+$74.0K2026-10-29
Hopwood Financial Services, Inc.
INCREASED3,1602,410+750+31%$265.4K$348.4K+$83.0K2026-10-29
CX Institutional
INCREASED3,1563,108+48+2%$342$348+$62026-10-02
Thrivent Financial for Lutherans
NEW3,153—+3,153——$348.0K—2026-11-05
Ridgecrest Wealth Partners, LLC
UNCHANGED3,1503,15000%$347.0K$347.4K+$4092026-10-19
Mission Wealth Management, LP
DECREASED3,1376,449-3,312-51%$710.4K$346.0K-$364.4K2026-10-15
Carnegie Investment Counsel
UNCHANGED3,0923,09200%$340.6K$341.0K+$4022026-10-20
SC&H Financial Advisors, Inc.
INCREASED3,0873,083+4+0%$339.6K$340.4K+$8042026-10-14
Brookstone Capital Management
INCREASED3,0782,924+154+5%$322.0K$339.5K+$17.5K2026-10-22
Garrett Wealth Advisory Group, LLC
DECREASED3,0663,133-67-2%$345.1K$338.1K-$7.0K2026-10-22
Weaver Consulting Group
INCREASED3,0032,720+283+10%$299.6K$331.2K+$31.6K2026-10-07
Mullaney, Keating & Wright, Inc.
INCREASED2,9512,942+9+0%$324.0K$325.4K+$1.4K2026-10-19
KWB Wealth
UNCHANGED2,9332,93300%$323.0K$323.5K+$4712026-10-16
Palacios Wealth Management, LLC
NEW2,925—+2,925——$322.6K—2026-11-04
Marino, Stram & Associates LLC
NEW2,918—+2,918——$321.8K—2026-10-22
Atala Financial Inc
UNCHANGED2,8942,89400%$318.8K$319.2K+$3762026-10-22
Brandywine OAK Private Wealth LLC
NEW2,853—+2,853——$314.6K—2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED2,8502,840+10+0%$312.8K$314.3K+$1.5K2026-11-04
Heritage Family Offices, LLP
UNCHANGED2,8322,83200%$311.9K$312.3K+$3682026-11-02
tru Independence LLC
NEW2,806—+2,806——$309.4K—2026-10-20
Apella Capital, LLC
INCREASED2,8012,648+153+6%$296.1K$312.3K+$16.1K2026-10-08
Woodard & Co Asset Management Group Inc
UNCHANGED2,8002,80000%$308.4K$308.8K+$3642026-11-03
Northbridge Financial Group, LLC
DECREASED2,7973,376-579-17%$371.9K$313.2K-$58.7K2026-11-05
Roxbury Financial LLC
DECREASED2,7812,784-30%$306.6K$306.7K+$502026-10-01
Legacy Advisors, LLC
INCREASED2,7432,517+226+9%$277.2K$302.5K+$25.3K2026-10-19
Wedbush Securities Inc
INCREASED2,7432,741+2+0%$302.0K$302-$301.7K2026-10-22
Valued Wealth Advisors LLC
DECREASED2,7093,066-357-12%$337.8K$298.8K-$39.0K2026-11-05
Pinnacle Associates LTD
DECREASED2,6812,728-47-2%$300.5K$295.7K-$4.9K2026-10-20
Naples Global Advisors, LLC
DECREASED2,6793,254-575-18%$358.4K$295.4K-$63.0K2026-11-05
IFP Advisors, Inc
INCREASED2,6722,576+96+4%$283.7K$294.7K+$10.9K2026-10-16
Greenhouse Wealth Management, LLC
UNCHANGED2,6612,66100%$293.1K$293.5K+$3462026-10-20
Cassaday & Co Wealth Management LLC
DECREASED2,6402,740-100-4%$301.8K$291.1K-$10.7K2026-10-27
Aspen Wealth Management LLC
INCREASED2,6362,625+11+0%$289.1K$290.7K+$1.6K2026-10-14
KFG LLC
NEW2,612—+2,612——$288.1K—2026-11-02
Oak Asset Management, LLC
UNCHANGED2,6112,61100%$287.6K$287.9K+$3392026-10-13
Klingman & Associates, LLC
UNCHANGED2,6072,60700%$287.2K$287.5K+$3382026-10-20
Daymark Wealth Partners, LLC
DECREASED2,6042,639-35-1%$290.7K$287.2K-$3.5K2026-11-04
Strategic Blueprint, LLC
NEW2,563—+2,563——$282.6K—2026-10-22
CoreCap Advisors, LLC
INCREASED2,5562,324+232+10%$256.0K$281.9K+$25.9K2026-10-08
Elevation Wealth Management LLC
UNCHANGED2,5512,55100%$281.0K$281.4K+$3322026-11-02
Apollon Wealth Management, LLC
INCREASED2,4942,445+49+2%$269.3K$275.0K+$5.7K2026-10-23
Hubbell Strickland Wealth Management, LLC
INCREASED2,4552,444+11+0%$269.2K$270.7K+$1.5K2026-10-29
Sagespring Wealth Partners, LLC
UNCHANGED2,4322,43200%$267.9K$268.2K+$3162026-10-22
Krilogy Financial LLC
NEW2,431—+2,431——$274.7K—2026-10-13
Encompass More Asset Management
NEW2,407—+2,407——$265.4K—2026-10-16
Verum Partners LLC
NEW2,397—+2,397——$264.3K—2026-10-21
Summit Investment Advisory Services, LLC
DECREASED2,3923,083-691-22%$339.6K$263.8K-$75.9K2026-11-03
Accel Wealth Management
INCREASED2,3522,253+99+4%$248.2K$259.4K+$11.2K2026-10-13
Bryn Mawr Trust Advisors, LLC
NEW2,325—+2,325——$256.4K—2026-11-04
Trilogy Capital Inc.
INCREASED2,2982,294+4+0%$252.7K$253.4K+$7392026-10-20
North Star Investment Management Corp.
INCREASED2,2732,272+1+0%$250.3K$250.7K+$3992026-10-27
McAdam, LLC
NEW2,259—+2,259——$249.1K—2026-10-21
Foguth Wealth Management, Llc.
NEW2,247—+2,247——$255.7K—2026-10-19
Key FInancial Inc
UNCHANGED2,2442,24400%$247.2K$247.5K+$2912026-11-02
Ullmann Wealth Partners Group, LLC
INCREASED2,2412,236+5+0%$246.3K$247.2K+$8492026-11-02
HUB Investment Partners, LLC
DECREASED2,2362,384-148-6%$262.6K$246.6K-$16.0K2026-11-03
Visionary Wealth Advisors
UNCHANGED2,2222,22200%$244.8K$245.0K+$2892026-11-04
New England Private Wealth Advisors LLC
INCREASED2,2132,204+9+0%$247.1K$244.1K-$3.0K2026-10-19
Larson Financial Group LLC
INCREASED2,2062,195+11+1%$241.8K$243.3K+$1.4K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED2,1984,389-2,191-50%$483.5K$242.4K-$241.1K2026-10-23
Davenport & Co LLC
INCREASED2,1842,143+41+2%$236.0K$240.9K+$4.9K2026-10-14
Colonial River Investments, LLC
NEW2,182—+2,182——$240.6K—2026-10-19
Watchman Group, Inc.
UNCHANGED2,1382,13800%$235.5K$235.8K+$2782026-10-16
Total Investment Management Inc
INCREASED2,1062,105+1+0%$236.4K$232.2K-$4.2K2026-10-22
Gibson Capital, LLC
UNCHANGED2,1062,10600%$232.0K$232.3K+$2742026-10-23
Signature Resources Capital Management, LLC
DECREASED2,0762,119-43-2%$233.4K$228.9K-$4.5K2026-10-16
Discipline Wealth Solutions, LLC
INCREASED2,0582,000+58+3%$220.3K$227.0K+$6.7K2026-10-14
Financial Solutions Advisory Group, Inc.
UNCHANGED2,0252,02500%$225.6K$230.4K+$4.8K2026-10-28
Values Added Financial LLC
UNCHANGED2,0242,02400%$222.9K$223.2K+$2632026-10-28
Simon Quick Advisors, LLC
INCREASED2,0182,009+9+0%$221.3K$222.5K+$1.2K2026-10-26
Calamos Wealth Management LLC
UNCHANGED2,0132,01300%$221.7K$222.0K+$2622026-11-02
Macroview Investment Management LLC
INCREASED1,9911,985+6+0%$218.6K$219.6K+$9792026-10-26
Element Pointe Advisors, LLC
UNCHANGED1,9831,98300%$218.4K$218.7K+$2582026-10-21
Linscomb Wealth, Inc.
UNCHANGED1,9351,93500%$213.1K$213.4K+$2512026-11-05
Wespac Advisors SoCal, LLC
UNCHANGED1,9251,92500%$212.0K$212.3K+$2502026-10-13
CPC Advisors, LLC
DECREASED1,9241,931-70%$212.7K$212.2K-$5212026-10-21
Williams Jones Wealth Management, Llc.
NEW1,909—+1,909——$210.5K—2026-11-05
Partners Wealth Management, LLC
NEW1,888—+1,888——$208.2K—2026-10-28
Alpha Omega Wealth Management LLC
UNCHANGED1,8601,86000%$204.9K$205.1K+$2422026-10-23
Cornerstone Wealth Management, LLC
INCREASED1,8391,832+7+0%$201.8K$202.8K+$9972026-11-04
Financial Perspectives, Inc
INCREASED1,7831,775+8+0%$8$196.6K+$196.6K2026-11-03
Keystone Financial Group, Inc.
INCREASED1,7661,758+8+0%$193.7K$194.7K+$1.1K2026-10-13
First Financial Corp
UNCHANGED1,7591,75900%$193.8K$194.0K+$2292026-10-13
Birchwood Financial Partners, Inc.
INCREASED1,5611,560+1+0%$171.8K$172.1K+$2642026-11-02
Hoese & Co LLP
UNCHANGED1,5001,50000%$165.2K$165.4K+$1952026-10-21
Vima LLC
DECREASED1,4711,580-109-7%$174.0K$162.2K-$11.8K2026-10-23
Archer Investment Corp
UNCHANGED1,4631,46300%$161.1K$161.3K+$1912026-11-05
Jacobi Capital Management LLC
NEW1,378—+1,378——$151.9K—2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,3401,228+112+9%$135.3K$147.8K+$12.5K2026-10-29
Avion Wealth
UNCHANGED1,3311,33100%$146.0K$146.0K$02026-11-04
Stone House Investment Management, LLC
INCREASED1,3271,325+2+0%$146.0K$146.3K+$3412026-10-23
Glass Jacobson Investment Advisors llc
DECREASED1,2371,241-40%$136.7K$136.4K-$3382026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED1,2341,23400%$135.9K$136.1K+$1612026-11-03
Rosenberg Matthew Hamilton
UNCHANGED1,1191,11900%$123.3K$123.4K+$1452026-10-05
Mather Group, Llc.
INCREASED1,091665+426+64%$73.3K$120.3K+$47.1K2026-10-14
Manchester Capital Management LLC
UNCHANGED1,0891,08900%$120.0K$120.1K+$1412026-10-22
Capital Investment Advisory Services, LLC
UNCHANGED1,0841,08400%$119.4K$119.5K+$1412026-10-30
AlphaCore Capital LLC
UNCHANGED90190100%$99.2K$99.3K+$1362026-11-04
Rossmore Private Capital
UNCHANGED88088000%$96.9K$97.0K+$1142026-10-27
First United Bank & Trust
UNCHANGED87187100%$95.9K$96.1K+$1132026-10-22
Rydar Equities, Inc.
NEW860—+860——$95.9K—2026-10-13
Financial Consulate, Inc
UNCHANGED81881800%$90.1K$90.2K+$1072026-10-23
Pathway Financial Advisers, LLC
NEW779—+779——$85.9K—2026-10-27
First Horizon Corp
UNCHANGED75475400%$83.1K$83.2K+$982026-10-26
Golden State Wealth Management, LLC
INCREASED743740+3+0%$81.6K$82.0K+$4302026-11-02
Pacific Center for Financial Services
UNCHANGED70970900%$78.1K$78.2K+$922026-10-15
Sage Mountain Advisors LLC
DECREASED695835-140-17%$91.9K$76.6K-$15.3K2026-11-02
Abound Wealth Management
INCREASED695658+37+6%$72.5K$76.7K+$4.1K2026-10-26
Buck Wealth Strategies, LLC
DECREASED6781,052-374-36%$115.9K$74.8K-$41.1K2026-10-28
Finley Financial, LLC
UNCHANGED64064000%$70.5K$70.7K+$2182026-10-28
IMG Wealth Management, Inc.
DECREASED6171,186-569-48%$130.6K$68.0K-$62.6K2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED57857800%$63.7K$63.7K+$752026-10-23
Trust Co
NEW572—+572——$63.1K—2026-10-09
Farmers & Merchants Investments Inc
INCREASED55348+505+1052%$5.3K$61.0K+$55.7K2026-10-22
Gamma Investing LLC
UNCHANGED53853800%$59.3K$59.3K+$702026-10-08
Ashurst Perkins Coie Trust Co
UNCHANGED51251200%$56.4K$56.5K+$672026-10-15
Concord Wealth Partners
INCREASED511508+3+1%$56.0K$56.3K+$3112026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED50550500%$55.6K$55.7K+$662026-10-15
Vaquero Private Wealth, LTD
DECREASED488763-275-36%$84.0K$53.8K-$30.2K2026-10-27
Winthrop Capital Management, LLC
UNCHANGED48848800%$54.0K$53.8K-$1832026-11-05
Arlington Trust Co LLC
UNCHANGED48048000%$52.9K$52.9K+$622026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED47647600%$52.4K$52.5K+$622026-10-23
Tsfg, LLC
DECREASED470487-17-3%$54.0K$52-$53.9K2026-10-23
Markowski Investments
INCREASED449448+1+0%$49.4K$49.5K+$1072026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED44444400%$49.0K$49.1K+$582026-10-30
Oakworth Capital, Inc.
NEW425—+425——$46.9K—2026-10-26
Creative Capital Management Investments LLC
NEW407—+407——$44.9K—2026-10-28
Silver Grove Financial Group, Inc.
INCREASED405193+212+110%$21.3K$44.7K+$23.4K2026-11-05
Lanark Financial, Inc.
UNCHANGED40040000%$44.1K$44.1K+$522026-10-26
Hickory Point Bank & Trust
UNCHANGED40040000%$44.1K$44.1K+$522026-10-01
Elevation Wealth Partners, LLC
UNCHANGED38438400%$42.3K$42.3K+$502026-10-07
Bell Investment Advisors, Inc
INCREASED375258+117+45%$28.4K$41.4K+$13.0K2026-10-29
Mogy Joel R Investment Counsel Inc
UNCHANGED37537500%$41.3K$41.4K+$492026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED35635600%$39.2K$39.3K+$462026-10-20
Hager Investment Management Services, LLC
UNCHANGED32232200%$35.5K$35.5K+$422026-11-04
DT Investment Partners, LLC
UNCHANGED28328300%$31.2K$31.2K+$372026-10-27
SJS Investment Consulting Inc.
UNCHANGED27327300%$30.1K$30.1K+$362026-10-26
Harbor Investment Advisory, LLC
UNCHANGED25425400%$28.0K$28.0K+$332026-10-13
Kings Path Partners LLC
DECREASED249315-66-21%$34.7K$27.5K-$7.2K2026-10-21
Evolution Wealth Management Inc.
DECREASED220312-92-29%$34.4K$24.3K-$10.1K2026-10-28
Mechanics Financial Corp
DECREASED217317-100-32%$34.9K$23.9K-$11.0K2026-11-05
Root Financial Partners, LLC
NEW209—+209——$23.0K—2026-10-21
Nemes Rush Group LLC
UNCHANGED19519500%$21.5K$21.5K+$262026-11-04
Latitude Advisors, LLC
NEW193—+193——$21.3K—2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED18518500%$20.4K$20.4K+$242026-10-16
Viewpoint Capital Management LLC
NEW180—+180——$19.9K—2026-10-27
Angeles Wealth Management, LLC
UNCHANGED17917900%$19.7K$19.7K+$232026-10-26
Richards, Merrill & Peterson, Inc.
INCREASED177132+45+34%$14.5K$19.5K+$5.0K2026-10-19
Legacies Wealth LLC
DECREASED175180-5-3%$19.8K$19.3K-$5282026-11-02
DecisionPoint Financial, LLC
NEW166—+166——$18.3K—2026-10-27
Signature Equity Partners, LLC
INCREASED166130+36+28%$14.3K$18.3K+$3.9K2026-10-29
Nfsg Corp
UNCHANGED16516500%$18.1K$18.2K+$592026-10-15
Meriwether Wealth & Planning, LLC
NEW153—+153——$16.9K—2026-10-13
Wilkerson Advisory Group LLC
INCREASED15387+66+76%$9.7K$16.9K+$7.2K2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED15315300%$17$17$02026-10-27
Hilton Head Capital Partners, LLC
DECREASED141442-301-68%$48.7K$15.5K-$33.1K2026-10-23
Tounjian Advisory Partners, LLC
NEW137—+137——$15.1K—2026-11-04
Chapman Financial Group, LLC
UNCHANGED13013000%$14.3K$14.3K+$172026-10-26
Barrett & Company, Inc.
UNCHANGED12312300%$13.5K$13.6K+$152026-10-22
City Holding Co
UNCHANGED11811800%$13.0K$13.0K+$162026-10-19
Sherman Asset Management, Inc.
UNCHANGED11411400%$12.6K$12.6K+$152026-11-05
Independence Bank of Kentucky
UNCHANGED10010000%$11.0K$11.0K+$132026-10-26
Gleason Group, Inc.
INCREASED9689+7+8%$9.8K$10.6K+$8302026-10-15
Bullock Wealth Management Group
UNCHANGED969600%$10.6K$10.6K$02026-10-09
Salomon & Ludwin, LLC
UNCHANGED939300%$10.3K$10.3K-$202026-10-29
Harbor Asset Planning, Inc.
UNCHANGED909000%$9.9K$10.0K+$552026-10-23
Hughes Financial Services, LLC
NEW85—+85——$9.9K—2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED828200%$9.0K$9.0K+$102026-10-20
Olistico Wealth, LLC
UNCHANGED727200%$7.9K$7.9K+$92026-10-05
Caldwell Trust Co
UNCHANGED676700%$7.4K$7.4K+$92026-10-30
Central Trust Co
DECREASED5574-19-26%$8.2K$6.1K-$2.1K2026-11-05
Financial Management Professionals, Inc.
UNCHANGED545400%$5.9K$6.0K+$72026-10-23
Next Level Wealth Planning, LLC
NEW52—+52——$5.7K—2026-10-29
City State Bank
UNCHANGED484800%$5.3K$5.3K+$62026-10-20
Cullen T Bankers, Inc.
DECREASED461,362-1,316-97%$150.0K$5.1K-$145.0K2026-10-28
Yankcom Partnership
UNCHANGED414100%$4.5K$4.5K+$52026-10-15
Rossby Financial, LCC
UNCHANGED404000%$4.4K$4.4K+$52026-11-05
MTM Investment Management, LLC
UNCHANGED404000%$4.4K$4.4K+$52026-10-30
Valley National Advisers Inc
UNCHANGED373700%$4.1K$4.1K+$52026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED373700%$4.1K$4.1K+$52026-10-16
Provenance Wealth Advisors, LLC
NEW34—+34——$3.8K—2026-10-30
Realta Investment Advisors
UNCHANGED343400%$3.7K$3.8K+$52026-10-14
Central Pacific Bank - Trust Division
UNCHANGED313100%$3.4K$3.4K+$42026-10-06
Prudent Man Investment Management, Inc.
UNCHANGED313100%$3.2K$3.4K+$2402026-11-03
Kingdom Financial Group Llc.
UNCHANGED292900%$3.2K$3.2K+$182026-11-04
Laurel Wealth Advisors LLC
NEW28—+28——$3.1K—2026-10-27
Highline Wealth Partners LLC
UNCHANGED282800%$3.1K$3.1K+$42026-10-19
UMB Private Wealth Management, LLC
NEW26—+26——$2.9K—2026-10-19
Monetary Solutions, Ltd
UNCHANGED232300%$2.5K$2.5K+$32026-10-22
Fairscale Capital, LLC
UNCHANGED212100%$2.3K$2.4K+$1172026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED161600%$1.8K$1.8K+$22026-11-02
General Partner, Inc.
CLOSED025,634-25,634-100%$2.8M$0-$2.8M2026-10-05
Sterling Capital Management LLC
CLOSED06,506-6,506-100%$716.6K$0-$716.6K2026-10-22
Central Valley Advisors, LLC
CLOSED04,698-4,698-100%$517.5K$0-$517.5K2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED04,456-4,456-100%$490.8K$0-$490.8K2026-10-16
Avestar Capital, LLC
CLOSED03,818-3,818-100%$420.5K$0-$420.5K2026-10-28
Aerodigm Wealth, LLC
CLOSED03,320-3,320-100%$365.7K$0-$365.7K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED02,832-2,832-100%$311.9K$0-$311.9K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,059-2,059-100%$226.8K$0-$226.8K2026-10-14
Scarborough Advisors, LLC
CLOSED01,995-1,995-100%$221.2K$0-$221.2K2026-10-16
International Assets Investment Management, LLC
CLOSED01,963-1,963-100%$216.9K$0-$216.9K2026-11-02
Teamwork Financial Advisors, LLC
CLOSED01,913-1,913-100%$210.7K$0-$210.7K2026-10-19
Vermillion Wealth Management, Inc.
CLOSED01,295-1,295-100%$142.6K$0-$142.6K2026-10-26
Register Financial Advisors LLC
CLOSED0404-404-100%$44.5K$0-$44.5K2026-10-23
Tucker Asset Management LLC
CLOSED0172-172-100%$18.9K$0-$18.9K2026-10-29
Sunrise Financial Services, LLC
CLOSED078-78-100%$8.6K$0-$8.6K2026-10-21
Atwood & Palmer Inc
CLOSED053-53-100%$5.8K$0-$5.8K2026-10-08
Arvest Investments, Inc.
CLOSED040-40-100%$4.4K$0-$4.4K2026-10-21
Reicon Wealth Advisors, LLC
CLOSED030-30-100%$3.3K$0-$3.3K2026-11-04
Bank of America Corp
N/A—87,142,505-87,142,505-100%$9.6B———
LPL Financial LLC
N/A—17,438,274-17,438,274-100%$1.9B———
Morgan Stanley
N/A—9,794,840-9,794,840-100%$1.1B———
Jones Financial Companies Lllp
N/A—8,102,785-8,102,785-100%$889.9M———
Envestnet Asset Management Inc
N/A—7,575,951-7,575,951-100%$834.5M———
Merit Financial Group, LLC
N/A—2,976,786-2,976,786-100%$327.9M———
JPMorgan Chase & Co
N/A—1,917,456-1,917,456-100%$211.3M———
Raymond James Financial Inc
N/A—1,655,527-1,655,527-100%$182.4M———
PNC Financial Services Group, Inc.
N/A—1,601,375-1,601,375-100%$176.4M———
Royal Bank of Canada
N/A—1,576,412-1,576,412-100%$173.6M———
UBS Group AG
N/A—1,540,958-1,540,958-100%$169.7M———
Benjamin Edwards Inc
N/A—1,392,296-1,392,296-100%$153.4M———
Blair William & Co
N/A—1,189,639-1,189,639-100%$131.0M———
Natixis Advisors, LLC
N/A—1,131,519-1,131,519-100%$124.6M———
Wells Fargo & Company
N/A—851,253-851,253-100%$93.8M———
Cetera Investment Advisers
N/A—755,194-755,194-100%$83.2M———
HighTower Advisors, LLC
N/A—744,190-744,190-100%$82.0M———
Sequoia Financial Advisors, LLC
N/A—695,001-695,001-100%$76.6M———
Principal Securities, Inc.
N/A—671,256-671,256-100%$73.9M———
Osaic Holdings, Inc.
N/A—603,501-603,501-100%$66.5M———
Kintra Wealth, LLC
N/A—591,891-591,891-100%$68.3M———
Allworth Financial LP
N/A—587,665-587,665-100%$64.7M———
Curi Capital, LLC
N/A—573,084-573,084-100%$63.1M———
FMR LLC
N/A—482,741-482,741-100%$53.2M———
Goldman Sachs Group Inc
N/A—472,655-472,655-100%$52.1M———
Ameriprise Financial Inc
N/A—460,850-460,850-100%$50.7M———
Arax Advisory Partners
N/A—450,235-450,235-100%$49.6M———
Howe & Rusling Inc
N/A—416,948-416,948-100%$45.9M———
Janney Montgomery Scott LLC
N/A—410,476-410,476-100%$45.2M———
Gotham Asset Management, LLC
N/A—398,466-398,466-100%$43.9M———
Focus Partners Wealth
N/A—397,894-397,894-100%$43.8M———
Financial Engines Advisors L.L.C.
N/A—397,448-397,448-100%$43.8M———
Tanglewood Legacy Advisors, LLC
N/A—383,487-383,487-100%$42.2M———
Atlantic Union Bankshares Corp
N/A—375,135-375,135-100%$41.3M———
Hantz Financial Services, Inc.
N/A—354,360-354,360-100%$39.0M———
Madison Wealth Partners, Inc
N/A—319,929-319,929-100%$35.2M———
ForthRight Wealth Management, LLC
N/A—294,358-294,358-100%$32.4M———
MML Investors Services, LLC
N/A—287,524-287,524-100%$31.7M———
Duncan Williams Asset Management, LLC
N/A—282,318-282,318-100%$31.1M———
Equitable Holdings, Inc.
N/A—264,252-264,252-100%$29.1M———
Northwestern Mutual Wealth Management Co
N/A—254,875-254,875-100%$28.1M———
Vident Advisory, LLC
N/A—252,461-252,461-100%$27.8M———
Mercer Global Advisors Inc
N/A—249,449-249,449-100%$27.5M———
Modern Wealth Management, LLC
N/A—247,856-247,856-100%$27.3M———
Private Advisor Group, LLC
N/A—243,044-243,044-100%$26.8M———
Sanctuary Advisors, LLC
N/A—236,853-236,853-100%$26.1M———
Rockefeller Capital Management L.P.
N/A—221,191-221,191-100%$24.4M———
Birchcreek Wealth Management, LLC
N/A—204,617-204,617-100%$22.5M———
Vestmark Advisory Solutions, Inc.
N/A—192,811-192,811-100%$21.2M———
Strategies Wealth Advisors, LLC
N/A—191,032-191,032-100%$21.0M———
Richard W. Paul & Associates, LLC
N/A—184,588-184,588-100%$20.3M———
United Capital Financial Advisors, LLC
N/A—183,058-183,058-100%$20.2M———
Allianz Asset Management GmbH
N/A—170,990-170,990-100%$18.8M———
Stifel Financial Corp
N/A—154,119-154,119-100%$17.0M———
Brandes Investment Partners, LP
N/A—153,901-153,901-100%$17.0M———
Savant Capital, LLC
N/A—148,121-148,121-100%$16.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—147,513-147,513-100%$16.3M———
Ameritas Advisory Services, LLC
N/A—140,385-140,385-100%$15.5M———
Main Street Financial Solutions, LLC
N/A—134,115-134,115-100%$14.8M———
Carl P. Sherr & Co., LLC
N/A—134,098-134,098-100%$14.8M———
NewEdge Advisors, LLC
N/A—130,015-130,015-100%$14.3M———
Petix & Botte Co
N/A—128,789-128,789-100%$14.2M———
AQR Capital Management LLC
N/A—121,788-121,788-100%$13.4M———
Baird Financial Group, Inc.
N/A—115,577-115,577-100%$12.7M———
Stratos Wealth Partners, Ltd.
N/A—115,040-115,040-100%$12.7M———
Lutz Financial Services LLC
N/A—110,245-110,245-100%$12.1M———
&partners
N/A—109,887-109,887-100%$12.1M———
Integrated Wealth Concepts LLC
N/A—105,349-105,349-100%$11.6M———
IFG Advisory, LLC
N/A—105,162-105,162-100%$11.6M———
Tortoise Investment Management, LLC
N/A—100,080-100,080-100%$11.0M———
Alpha Zero LLC
N/A—96,604-96,604-100%$10.9M———
CIBC Bancorp USA Inc.
N/A—96,387-96,387-100%$10.6M———
Quent Capital, LLC
N/A—96,105-96,105-100%$10.6M———
Mariner, LLC
N/A—95,713-95,713-100%$10.5M———
Gallagher Fiduciary Advisors, LLC
N/A—94,711-94,711-100%$10.4M———
Zuckerman Investment Group, LLC
N/A—86,389-86,389-100%$9.5M———
Alliancebernstein L.P.
N/A—83,216-83,216-100%$8.5M———
Charles Schwab Investment Management Inc
N/A—83,214-83,214-100%$9.2M———
OneDigital Investment Advisors LLC
N/A—77,236-77,236-100%$8.5M———
HighMark Wealth Management LLC
N/A—75,506-75,506-100%$8.3M———
Focus Partners Advisor Solutions, LLC
N/A—72,992-72,992-100%$8.0M———
Cerity Partners LLC
N/A—71,676-71,676-100%$7.9M———
Summit Financial, LLC
N/A—71,180-71,180-100%$7.8M———
Mutual Advisors, LLC
N/A—69,391-69,391-100%$7.6M———
Centaurus Financial, Inc.
N/A—67,360-67,360-100%$7.4M———
Valmark Advisers, Inc.
N/A—67,246-67,246-100%$7.4M———
Arkadios Wealth Advisors
N/A—62,727-62,727-100%$6.9M———
SCS Capital Management LLC
N/A—56,387-56,387-100%$6.2M———
Advisory Services Network, LLC
N/A—56,366-56,366-100%$6.2M———
Elm Partners Management LLC
N/A—55,571-55,571-100%$6.1M———
Global Retirement Partners, LLC
N/A—54,741-54,741-100%$6.0M———
Captrust Financial Advisors
N/A—54,346-54,346-100%$6.0M———
Great Valley Advisor Group, Inc.
N/A—50,872-50,872-100%$5.6M———
Summit Wealth Partners, LLC
N/A—49,048-49,048-100%$5.4M———
Eaton Financial Holdings Company, LLC
N/A—46,626-46,626-100%$5.1M———
Hilltop Wealth Advisors, LLC
N/A—46,125-46,125-100%$5.1M———
Beacon Pointe Advisors, LLC
N/A—44,361-44,361-100%$4.9M———
Venturi Wealth Management, LLC
N/A—44,127-44,127-100%$4.9M———
Deutsche Bank Ag\
N/A—42,174-42,174-100%$4.6M———
Asset Management Group, Inc.
N/A—41,777-41,777-100%$4.6M———
IHT Wealth Management, LLC
N/A—39,724-39,724-100%$4.4M———
Forefront Wealth Partners, LLC
N/A—39,329-39,329-100%$4.3M———
Northern Trust Corp
N/A—38,824-38,824-100%$4.3M———
M&T Bank Corp
N/A—38,345-38,345-100%$4.2M———
Windward Private Wealth Management Inc.
N/A—37,500-37,500-100%$4.1M———
EP Wealth Advisors, LLC
N/A—37,153-37,153-100%$4.1M———
Greenline Partners, LLC
N/A—35,658-35,658-100%$3.9M———
Geneos Wealth Management Inc.
N/A—33,883-33,883-100%$3.7M———
Tobias Financial Advisors, Inc.
N/A—31,906-31,906-100%$3.5M———
Family Manage LLC
N/A—31,284-31,284-100%$3.4M———
HighPoint Advisor Group LLC
N/A—29,610-29,610-100%$3.3M———
Atlas Capital Advisors Inc.
N/A—29,547-29,547-100%$3.3M———
Nuveen, LLC
N/A—28,904-28,904-100%$3.2M———
Steward Partners Investment Advisory, LLC
N/A—28,364-28,364-100%$3.1M———
NewEdge Wealth, LLC
N/A—27,969-27,969-100%$3.1M———
RWA Wealth Partners, LLC
N/A—27,415-27,415-100%$3.0M———
BlackRock, Inc.
N/A—27,058-27,058-100%$3.0M———
Cresset Asset Management, LLC
N/A—26,936-26,936-100%$3.0M———
Composition Wealth, LLC
N/A—26,701-26,701-100%$2.9M———
17 Capital Partners, LLC
N/A—26,157-26,157-100%$2.9M———
Harbour Investments, Inc.
N/A—25,147-25,147-100%$2.8M———
Renaissance Technologies LLC
N/A—24,500-24,500-100%$2.7M———
Regal Investment Advisors LLC
N/A—24,218-24,218-100%$2.7M———
Wealth Advisors of Iowa, LLC
N/A—23,953-23,953-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—23,363-23,363-100%$2.6M———
Glenmede Trust Co NA
N/A—23,173-23,173-100%$2.6M———
Magnolia Capital Advisors LLC
N/A—23,146-23,146-100%$2.5M———
BFC Planning, Inc.
N/A—22,977-22,977-100%$2.5M———
Cahill Financial Advisors Inc
N/A—22,152-22,152-100%$2.4M———
Caprock Group, LLC
N/A—21,771-21,771-100%$2.4M———
Western Wealth Management, LLC
N/A—21,166-21,166-100%$2.3M———
Quantinno Capital Management LP
N/A—20,668-20,668-100%$2.3M———
Drake & Associates, LLC
N/A—20,238-20,238-100%$2.2M———
Foundations Investment Advisors, LLC
N/A—19,889-19,889-100%$2.2M———
Joule Financial, LLC
N/A—19,474-19,474-100%$2.1M———
Next Capital Management LLC
N/A—19,159-19,159-100%$2.1M———
D. E. Shaw & Co., Inc.
N/A—18,693-18,693-100%$2.1M———
Liberty One Investment Management, LLC
N/A—18,351-18,351-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—18,290-18,290-100%$2.0M———
UBS Asset Management Americas LLC
N/A—17,969-17,969-100%$2.0M———
Bessemer Group Inc
N/A—16,756-16,756-100%$1.8M———
Tudor Investment Corp ET AL
N/A—16,241-16,241-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—15,964-15,964-100%$1.8M———
Sovereign Financial Group, Inc.
N/A—15,900-15,900-100%$1.8M———
Traub Capital Management LLC
N/A—15,284-15,284-100%$1.7M———
Waverly Advisors, LLC
N/A—15,165-15,165-100%$1.7M———
Dean Investment Associates, LLC
N/A—14,756-14,756-100%$1.6M———
Bleakley Financial Group, LLC
N/A—14,742-14,742-100%$1.6M———
Wealthspire Advisors, LLC
N/A—14,527-14,527-100%$1.6M———
Empowered Funds, LLC
N/A—14,000-14,000-100%$1.5M———
Cambria Investment Management, L.P.
N/A—14,000-14,000-100%$1.5M———
Huntington National Bank
N/A—13,993-13,993-100%$1.5M———
Inspire Advisors, LLC
N/A—13,363-13,363-100%$1.5M———
Syon Capital LLC
N/A—13,239-13,239-100%$1.5M———
RIK Saylor Financial, Inc.
N/A—13,151-13,151-100%$1.4M———
Carr Financial Group Corp
N/A—12,667-12,667-100%$1.4M———
Point72 Asset Management, L.P.
N/A—12,551-12,551-100%$1.4M———
Wealthquest Corp
N/A—12,187-12,187-100%$1.3M———
Potentia Wealth
N/A—12,173-12,173-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—12,108-12,108-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—12,006-12,006-100%$1.3M———
Coldstream Capital Management Inc
N/A—11,801-11,801-100%$1.3M———
Argent Trust Co
N/A—11,412-11,412-100%$1.3M———
Eldridge Investment Advisors, Inc.
N/A—11,109-11,109-100%$1.2M———
CFO4Life Group, LLC
N/A—10,996-10,996-100%$1.2M———
Pure Financial Advisors, LLC
N/A—10,713-10,713-100%$1.2M———
White Pine Capital LLC
N/A—10,661-10,661-100%$1.2M———
Stratos Wealth Advisors, LLC
N/A—10,360-10,360-100%$1.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,053-10,053-100%$1.1M———
World Investment Advisors
N/A—9,856-9,856-100%$1.0M———
Lansing Street Advisors
N/A—9,561-9,561-100%$1.1M———
Moneta Group Investment Advisors LLC
N/A—9,414-9,414-100%$1.0M———
Nwam LLC
N/A—8,689-8,689-100%$957.1K———
Commerce Bank
N/A—8,613-8,613-100%$948.7K———
Empirical Asset Management, LLC
N/A—8,283-8,283-100%$912.4K———
Per Stirling Capital Management, Llc.
N/A—8,108-8,108-100%$893.1K———
Summitpoint Capital Management
N/A—8,030-8,030-100%$884.5K———
IEQ Capital, LLC
N/A—7,963-7,963-100%$877.1K———
Pathstone Holdings, LLC
N/A—7,866-7,866-100%$866.4K———
Synergy Investment Management, LLC
N/A—7,836-7,836-100%$863.1K———
Savvy Advisors, Inc.
N/A—7,722-7,722-100%$850.5K———
Gladstone Institutional Advisory LLC
N/A—7,504-7,504-100%$826.6K———
Whittier Trust Co
N/A—7,498-7,498-100%$839.0K———
Calton & Associates, Inc.
N/A—7,486-7,486-100%$824.6K———
Tower Research Capital LLC (TRC)
N/A—7,346-7,346-100%$809.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—7,036-7,036-100%$775.0K———
One Charles Private Wealth Services, LLC
N/A—6,995-6,995-100%$770.5K———
Sachetta, LLC
N/A—6,880-6,880-100%$757.8K———
Pinnacle Financial Partners, Inc.
N/A—6,857-6,857-100%$755.4K———
ST Germain D J Co Inc
N/A—6,804-6,804-100%$749.5K———
Barnes Wealth Management Group, Inc
N/A—6,800-6,800-100%$749.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,795-6,795-100%$748.5K———
Qube Research & Technologies Ltd
N/A—6,694-6,694-100%$737.3K———
Cofg Advisors, LLC
N/A—6,650-6,650-100%$732.5K———
IMA Advisory Services, Inc.
N/A—6,525-6,525-100%$718.7K———
Essex Financial Services, Inc.
N/A—6,507-6,507-100%$716.8K———
Dorsey & Whitney Trust Co LLC
N/A—6,343-6,343-100%$698.7K———
Cascade Financial Partners, LLC
N/A—6,233-6,233-100%$686.6K———
Prospect Financial Services LLC
N/A—6,184-6,184-100%$681.2K———
Regimen Wealth, LLC
N/A—6,154-6,154-100%$677.8K———
QRG Capital Management, Inc.
N/A—5,989-5,989-100%$659.7K———
Roble, Belko & Company, Inc
N/A—5,864-5,864-100%$646.0K———
German American Bancorp, Inc.
N/A—5,792-5,792-100%$638.0K———
Brown Advisory Inc
N/A—5,719-5,719-100%$629.9K———
Prudent Investors Network, Inc.
N/A—5,577-5,577-100%$614.3K———
Hobbs Group Advisors, LLC
N/A—5,483-5,483-100%$604.0K———
Vanguard Advisers Inc
N/A—5,434-5,434-100%$598.6K———
Waterloo Capital, L.P.
N/A—5,424-5,424-100%$597.5K———
MAI Capital Management
N/A—5,401-5,401-100%$594.9K———
Ketron Financial
N/A—5,368-5,368-100%$591.3K———
AE Wealth Management LLC
N/A—5,302-5,302-100%$584.0K———
LaSalle St. Investment Advisors, LLC
N/A—5,233-5,233-100%$576.4K———
GWN Securities Inc.
N/A—5,198-5,198-100%$572.6K———
Pgim Custom Harvest LLC
N/A—5,153-5,153-100%$567.6K———
Retirement Management Systems Inc.
N/A—5,144-5,144-100%$566.7K———
BTC Capital Management, Inc.
N/A—5,140-5,140-100%$566.2K———
Becker Capital Management Inc
N/A—4,948-4,948-100%$545.0K———
Whittier Trust Co of Nevada Inc
N/A—4,761-4,761-100%$532.4K———
Bradley Foster & Sargent Inc
N/A—4,728-4,728-100%$520.8K———
CIM, LLC
N/A—4,603-4,603-100%$507.0K———
Cutler Capital Management, LLC
N/A—4,550-4,550-100%$501.2K———
Investment Advisory Group, LLC
N/A—4,547-4,547-100%$500.9K———
Choate Investment Advisors
N/A—4,500-4,500-100%$495.7K———
FourThought Financial Partners, LLC
N/A—4,484-4,484-100%$493.9K———
Bank of Montreal
N/A—4,382-4,382-100%$482.7K———
Vigil Wealth Management, LLC
N/A—4,298-4,298-100%$473.4K———
TFR Capital, Llc.
N/A—4,217-4,217-100%$464.5K———
Collier Financial
N/A—4,202-4,202-100%$462.9K———
Tidal Investments LLC
N/A—4,188-4,188-100%$461.3K———
Shepherd Wealth Management Ltd Liability Co
N/A—4,187-4,187-100%$1.2M———
Kovack Advisors, Inc.
N/A—4,122-4,122-100%$455.2K———
Zhang Financial LLC
N/A—4,121-4,121-100%$453.9K———
Stephens Inc
N/A—4,086-4,086-100%$450.1K———
National Bank of Canada
N/A—4,072-4,072-100%$448.3K———
JMG Financial Group, Ltd.
N/A—4,001-4,001-100%$440.7K———
Bedel Financial Consulting, Inc.
N/A—3,976-3,976-100%$438.0K———
McGowan Group Asset Management, Inc.
N/A—3,923-3,923-100%$432.1K———
Bank of Marin
N/A—3,922-3,922-100%$432.0K———
Mmbg Investment Advisors Co.
N/A—3,919-3,919-100%$431.7K———
American Trust
N/A—3,894-3,894-100%$429.0K———
Beck Bode, LLC
N/A—3,887-3,887-100%$428.2K———
Palogic Value Management, L.P.
N/A—3,739-3,739-100%$411.9K———
Peak Retirement Planning, Inc.
N/A—3,730-3,730-100%$410.9K———
Cozad Asset Management Inc
N/A—3,711-3,711-100%$408.8K———
LRI Investments, LLC
N/A—3,703-3,703-100%$407.9K———
Colonial Trust Co / SC
N/A—3,689-3,689-100%$406.3K———
CreativeOne Wealth, LLC
N/A—3,630-3,630-100%$399.8K———
Wealth Alliance, LLC
N/A—3,571-3,571-100%$393.4K———
Front Row Advisors LLC
N/A—3,560-3,560-100%$407.8K———
Scotia Capital Inc.
N/A—3,434-3,434-100%$378.3K———
Leavell Investment Management, Inc.
N/A—3,338-3,338-100%$367.7K———
BankPlus Trust Department
N/A—3,236-3,236-100%$356.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,165-3,165-100%$348.6K———
Neuberger Berman Group LLC
N/A—3,124-3,124-100%$344.1K———
Founders Financial Alliance, LLC
N/A—3,090-3,090-100%$340.4K———
Tower Bridge Advisors
N/A—3,000-3,000-100%$330.5K———
Clifford Group, LLC
N/A—2,997-2,997-100%$330.1K———
Wealthspan Partners, LLC
N/A—2,981-2,981-100%$328.4K———
Collaborative Wealth Managment Inc.
N/A—2,938-2,938-100%$323.7K———
Silver OAK Securities, Incorporated
N/A—2,905-2,905-100%$319.9K———
Vanguard Personalized Indexing Management, LLC
N/A—2,886-2,886-100%$317.9K———
Heritage Wealth Management, Inc. s
N/A—2,885-2,885-100%$317.8K———
Storgate, LLC
N/A—2,733-2,733-100%$301.0K———
Bank OZK
N/A—2,687-2,687-100%$296.0K———
Headinvest, LLC
N/A—2,673-2,673-100%$294.4K———
Mason Investment Advisory Services, Inc.
N/A—2,620-2,620-100%$288.6K———
Two Sigma Securities, LLC
N/A—2,617-2,617-100%$288.3K———
Octavia Wealth Advisors, LLC
N/A—2,598-2,598-100%$286.2K———
HBK Sorce Advisory LLC
N/A—2,557-2,557-100%$291.6K———
Godfrey Financial Associates, Inc.
N/A—2,522-2,522-100%$277.8K———
Francis Financial, Inc.
N/A—2,519-2,519-100%$277.5K———
Wealthspire Retirement, LLC
N/A—2,483-2,483-100%$273.5K———
Zacks Investment Management
N/A—2,483-2,483-100%$273.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,455-2,455-100%$270.4K———
Continuum Advisory, LLC
N/A—2,418-2,418-100%$266.3K———
Keystone Financial Group
N/A—2,413-2,413-100%$265.7K———
Manhattan West Asset Management, LLC
N/A—2,376-2,376-100%$261.7K———
Main Street Research LLC
N/A—2,371-2,371-100%$261.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,345-2,345-100%$258.3K———
Operose Advisors LLC
N/A—2,322-2,322-100%$255.8K———
Insigneo Advisory Services, LLC
N/A—2,315-2,315-100%$255.0K———
Legacy Financial Group LLC
N/A—2,313-2,313-100%$254.8K———
Falcon Wealth Planning
N/A—2,305-2,305-100%$253.9K———
Alpine Global Management, LLC
N/A—2,302-2,302-100%$253.6K———
Maridea Wealth Management LLC
N/A—2,301-2,301-100%$253.5K———
Invst, LLC
N/A—2,295-2,295-100%$252.8K———
Pallas Capital Advisors LLC
N/A—2,265-2,265-100%$249.4K———
Advisors Capital Management, LLC
N/A—2,259-2,259-100%$248.9K———
Plum Street Advisors, LLC
N/A—2,222-2,222-100%$244.8K———
Summit Trail Advisors, LLC
N/A—2,207-2,207-100%$243.1K———
Tidemark, LLC
N/A—2,202-2,202-100%$242.6K———
Hilltop Holdings Inc.
N/A—2,164-2,164-100%$238.4K———
First Trust Advisors LP
N/A—2,147-2,147-100%$236.5K———
Pinnacle Family Advisors, LLC
N/A—2,124-2,124-100%$233.9K———
Fiduciary Group, LLC
N/A—2,100-2,100-100%$231.3K———
Capital Analysts, LLC
N/A—2,099-2,099-100%$231.0K———
NorthRock Partners, LLC
N/A—2,058-2,058-100%$226.7K———
Proficio Capital Partners LLC
N/A—2,022-2,022-100%$222.7K———
Marble Harbor Investment Counsel, LLC
N/A—2,000-2,000-100%$220.3K———
JMN Financial LLC
N/A—1,994-1,994-100%$219.6K———
Riverstone Advisors, LLC
N/A—1,993-1,993-100%$219.5K———
Prasad Wealth Partners, LLC
N/A—1,935-1,935-100%$213.2K———
Geometric Wealth Advisors
N/A—1,916-1,916-100%$211.0K———
Envestnet Portfolio Solutions, Inc.
N/A—1,904-1,904-100%$209.8K———
Warner Financial, Inc
N/A—1,890-1,890-100%$208.2K———
Russell Investments Group, Ltd.
N/A—1,886-1,886-100%$207.7K———
Empower Advisory Group, LLC
N/A—1,860-1,860-100%$204.9K———
Aptus Capital Advisors, LLC
N/A—1,830-1,830-100%$201.6K———
Clark Capital Management Group, Inc.
N/A—1,829-1,829-100%$201.5K———
Fourth Dimension Wealth, LLC
N/A—1,740-1,740-100%$191.7K———
Teachers Insurance & Annuity Association of America
N/A—1,705-1,705-100%$187.8K———
Brown Brothers Harriman & Co
N/A—1,672-1,672-100%$184.2K———
Clearstead Advisors, LLC
N/A—1,605-1,605-100%$176.8K———
Zions Bancorporation, National Association
N/A—1,383-1,383-100%$152.3K———
Bellevue Asset Management, LLC
N/A—1,336-1,336-100%$147.2K———
Cbiz Investment Advisory Services, LLC
N/A—1,329-1,329-100%$135.9K———
TD Capital Management LLC
N/A—1,325-1,325-100%$145.9K———
Park Place Capital Corp
N/A—972-972-100%$107.1K———
Smartleaf Asset Management LLC
N/A—935-935-100%$103.0K———
Regatta Research & Money Management
N/A—915-915-100%$100.7K———
Anchor Investment Management, LLC
N/A—895-895-100%$98.6K———
Tiaa Wealth Investment Management LLC
N/A—894-894-100%$98.5K———
Ankerstar Wealth, LLC
N/A—781-781-100%$86.0K———
Ancora Advisors LLCA
N/A—777-777-100%$85.6K———
Federation des caisses Desjardins du Quebec
N/A—773-773-100%$85.1K———
Abound Financial, LLC
N/A—650-650-100%$71.6K———
Truvestments Capital LLC
N/A—650-650-100%$71.6K———
Bartlett & Co. Wealth Management LLC
N/A—611-611-100%$67.3K———
Fiduciary Financial Advisors
N/A—540-540-100%$59.4K———
Security National Bank of Sioux City Iowa
N/A—538-538-100%$59.3K———
Franklin Resources Inc
N/A—523-523-100%$57.6K———
Bogart Wealth, LLC
N/A—519-519-100%$57.2K———
Atomic Invest LLC
N/A—468-468-100%$51.6K———
SHP Wealth Management
N/A—460-460-100%$50.6K———
1 North Wealth Services LLC
N/A—450-450-100%$49.6K———
MidFirst Bank
N/A—428-428-100%$47.1K———
Vision Retirement, LLC
N/A—397-397-100%$43.8K———
Institute for Wealth Management, Llc.
N/A—375-375-100%$41.3K———
Johnson Financial Group, Inc.
N/A—351-351-100%$38.7K———
Anchor Bay Capital, Inc.
N/A—334-334-100%$38.2K———
Meramec Financial Planners, LLC
N/A—292-292-100%$32.9K———
FAS Wealth Partners, Inc.
N/A—282-282-100%$31.1K———
Smithfield Trust Co
N/A—282-282-100%$31.0K———
CNB Bank
N/A—250-250-100%$27.5K———
IAG Wealth Partners, LLC
N/A—236-236-100%$26.0K———
Bank of the Bluegrass & Trust Co.
N/A—234-234-100%$25.8K———
Caldwell Sutter Capital, Inc.
N/A—214-214-100%$23.6K———
Crews Bank & Trust
N/A—180-180-100%$19.8K———
VSM Wealth Advisory, LLC
N/A—174-174-100%$19.2K———
Motco
N/A—159-159-100%$17.5K———
Sittner & Nelson, LLC
N/A—158-158-100%$17.4K———
Rothschild Investment LLC
N/A—150-150-100%$16.5K———
JPL Wealth Management, LLC
N/A—148-148-100%$16.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—145-145-100%$16.0K———
Topsail Wealth Management, LLC
N/A—134-134-100%$14.8K———
Providence Capital Advisors, LLC
N/A—117-117-100%$12.9K———
N.E.W. Advisory Services LLC
N/A—108-108-100%$11.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—86-86-100%$9.5K———
Glen Eagle Advisors, LLC
N/A—82-82-100%$9.0K———
SouthState Bank Corp
N/A—77-77-100%$8.5K———
Greykasell Wealth Strategies, Inc.
N/A—75-75-100%$8.3K———
HM Payson & Co
N/A—62-62-100%$6.8K———
Oxford Financial Group, Ltd. LLC
N/A—55-55-100%$6.1K———
Financial Life Planners
N/A—46-46-100%$5.0K———
Delos Wealth Advisors, LLC
N/A—44-44-100%$4.8K———
Strive Financial Group,LLC
N/A—21-21-100%$2.3K———
Bernard Wealth Management Corp.
N/A—21-21-100%$2.3K———
Logan Capital Management Inc
N/A—13-13-100%$1.4K———
Dunhill Financial, LLC
N/A—10-10-100%$1.1K———
Copia Wealth Management
N/A—7-7-100%$771———
Matrix Private Capital Group LLC
N/A—7-7-100%$771———
Delta Asset Management LLC
N/A—3-3-100%$357———
Kilter Group LLC
N/A—2-2-100%$247———
Showing 863 of 863 institutions