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Ishares Msci Acwi EX US ETF (ACWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ferguson Wellman Capital Management, Inc
DECREASED
Shares5,384,860 from 5,496,301
Change-111,441 (-2%)
Value$407.2M (-$11.1M)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares3,548,977 from 584,590
Change+2,964,387 (+507%)
Value$268.4K (-$44.2M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares1,725,482 from 222,202
Change+1,503,280 (+677%)
Value$130.5M (+$113.6M)
Filed 2026-11-05
Winthrop Advisory Group LLC
INCREASED
Shares1,431,505 from 1,382,668
Change+48,837 (+4%)
Value$108.3M (+$3.0M)
Filed 2026-10-22
Sageworth Trust Co
DECREASED
Shares1,361,272 from 1,378,607
Change-17,335 (-1%)
Value$102.9M (-$2.0M)
Filed 2026-10-30
JB Capital LLC
INCREASED
Shares1,143,317 from 5,860
Change+1,137,457 (+19411%)
Value$86.5M (+$86.0M)
Filed 2026-10-19
Tompkins Financial Corp
INCREASED
Shares1,036,823 from 982,891
Change+53,932 (+5%)
Value$78.4M (+$3.6M)
Filed 2026-10-05
Calamos Wealth Management LLC
DECREASED
Shares1,032,207 from 1,038,642
Change-6,435 (-1%)
Value$78.1M (-$995.5K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares980,386 from 1,002,144
Change-21,758 (-2%)
Value$74.1M (-$2.1M)
Filed 2026-11-05
Tlwm
DECREASED
Shares940,060 from 942,276
Change-2,216 (0%)
Value$71.1M (-$629.3K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
INCREASED
Shares899,823 from 578,518
Change+321,305 (+56%)
Value$68.0M (+$24.0M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares789,596 from 829,770
Change-40,174 (-5%)
Value$59.7M (-$3.4M)
Filed 2026-11-04
AMG National Trust Bank
DECREASED
Shares675,243 from 680,618
Change-5,375 (-1%)
Value$51.1M (-$740.0K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares617,449 from 613,805
Change+3,644 (+1%)
Value$46.7M (-$25.2K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares616,273 from 194,071
Change+422,202 (+218%)
Value$46.6M (+$31.8M)
Filed 2026-10-30
Horst & Graben Wealth Management LLC
INCREASED
Shares580,627 from 287,888
Change+292,739 (+102%)
Value$43.9M (+$22.3M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares547,037 from 198,583
Change+348,454 (+175%)
Value$41.4K (-$15.1M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares529,447 from 130,936
Change+398,511 (+304%)
Value$40.0M (+$30.1M)
Filed 2026-10-15
Abundance Wealth Counselors
INCREASED
Shares525,302 from 520,648
Change+4,654 (+1%)
Value$39.7M (+$96.8K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares493,425 from 388,452
Change+104,973 (+27%)
Value$37.3M (+$7.7M)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares467,394 from 461,427
Change+5,967 (+1%)
Value$35.3M (+$225.2K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares421,651 from 425,907
Change-4,256 (-1%)
Value$31.9M (-$530.5K)
Filed 2026-10-22
Financial Council, LLC
INCREASED
Shares400,664 from 392,461
Change+8,203 (+2%)
Value$30.3M (+$428.0K)
Filed 2026-11-02
Advus Financial Partners, LLC
DECREASED
Shares391,478 from 393,241
Change-1,763 (0%)
Value$29.6M (-$326.0K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares381,746 from 157,333
Change+224,413 (+143%)
Value$28.6M (+$16.7M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares362,963 from 67,953
Change+295,010 (+434%)
Value$27.4M (+$22.3M)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares352,620 from 61,644
Change+290,976 (+472%)
Value$26.5M (+$21.8M)
Filed 2026-11-05
Madrona Financial Services, LLC
INCREASED
Shares323,763 from 294,338
Change+29,425 (+10%)
Value$24.5M (+$2.1M)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares319,451 from 181,150
Change+138,301 (+76%)
Value$24.4M (+$10.8M)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
DECREASED
Shares318,885 from 462,777
Change-143,892 (-31%)
Value$24.1M (-$11.1M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares309,675 from 199,778
Change+109,897 (+55%)
Value$23.4M (+$8.2M)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares306,242 from 536
Change+305,706 (+57035%)
Value$23.2M (+$23.1M)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
DECREASED
Shares297,760 from 298,550
Change-790 (0%)
Value$22.5M (-$206.0K)
Filed 2026-11-02
Atwater Malick LLC
INCREASED
Shares286,121 from 284,196
Change+1,925 (+1%)
Value$21.6M (+$6.3K)
Filed 2026-10-15
Arcadia Wealth Management, LLC
INCREASED
Shares252,978 from 214,141
Change+38,837 (+18%)
Value$19.1M (+$2.8M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares247,856 from 192,228
Change+55,628 (+29%)
Value$18.7M (+$4.1M)
Filed 2026-11-02
Stone House Investment Management, LLC
NEW
Shares245,933
Change+245,933
Value$18.6M
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares245,211 from 139,345
Change+105,866 (+76%)
Value$18.5M (+$7.9M)
Filed 2026-11-04
Legacy Private Trust Co.
DECREASED
Shares223,643 from 226,336
Change-2,693 (-1%)
Value$16.9M (-$314.5K)
Filed 2026-10-06
Hobbs Wealth Management, LLC
INCREASED
Shares220,291 from 100,223
Change+120,068 (+120%)
Value$16.7M (+$9.0M)
Filed 2026-10-20
FSA Wealth Partners, Inc.
INCREASED
Shares219,358 from 205,056
Change+14,302 (+7%)
Value$16.6M (+$981.0K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares215,931 from 212,797
Change+3,134 (+1%)
Value$16.3M (+$132.7K)
Filed 2026-10-30
CMH Wealth Management LLC
INCREASED
Shares212,065 from 200,223
Change+11,842 (+6%)
Value$16.0M (+$797.4K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares205,699 from 208,194
Change-2,495 (-1%)
Value$15.6M (-$290.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares202,005 from 68,340
Change+133,665 (+196%)
Value$15.3M (+$10.1M)
Filed 2026-10-08
State of Michigan Retirement System
NEW
Shares197,500
Change+197,500
Value$14.9M
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares193,508 from 86,103
Change+107,405 (+125%)
Value$14.6M (+$8.1M)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares183,778 from 91,099
Change+92,679 (+102%)
Value$13.9M (+$7.0M)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares171,977
Change+171,977
Value$13.0M
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares166,565 from 33,132
Change+133,433 (+403%)
Value$12.4M (+$10.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares166,565 from 33,132
Change+133,433 (+403%)
Value$12.4M (+$10.0M)
Filed 2026-10-20
Cassia Capital Partners, LLC
DECREASED
Shares163,889 from 164,223
Change-334 (0%)
Value$12.4M (-$105.7K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares162,712 from 164,531
Change-1,819 (-1%)
Value$12.3M (-$218.1K)
Filed 2026-11-02
Trek Financial, LLC
NEW
Shares160,814
Change+160,814
Value$12.2M
Filed 2026-10-29
Trust Co
INCREASED
Shares159,480 from 159,412
Change+68 (+0%)
Value$12.1M (-$73.0K)
Filed 2026-10-09
Cumberland Advisors Inc
DECREASED
Shares159,375 from 165,185
Change-5,810 (-4%)
Value$12.1M (-$520.3K)
Filed 2026-10-30
Swmg, LLC
NEW
Shares157,849
Change+157,849
Value$11.6M
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares156,810 from 73,857
Change+82,953 (+112%)
Value$11.9M (+$6.2M)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares148,288 from 162,410
Change-14,122 (-9%)
Value$11.2M (-$1.1M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares145,651 from 145,651
Change0 (0%)
Value$11.0M (-$71.4K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares140,434 from 7,597
Change+132,837 (+1749%)
Value$10.6M (+$10.0M)
Filed 2026-10-29
Hopwood Financial Services, Inc.
DECREASED
Shares137,213 from 138,864
Change-1,651 (-1%)
Value$10.4M (-$192.9K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
UNCHANGED
Shares135,300 from 135,300
Change0 (0%)
Value$10.2M (-$66.3K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares129,470 from 13,122
Change+116,348 (+887%)
Value$9.8M (+$8.8M)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
NEW
Shares128,864
Change+128,864
Value$9.7M
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares126,634 from 123,808
Change+2,826 (+2%)
Value$9.6M (+$153.0K)
Filed 2026-10-28
Brookstone Capital Management
NEW
Shares126,569
Change+126,569
Value$9.6M
Filed 2026-10-22
Newport Capital Group, LLC
NEW
Shares123,850
Change+123,850
Value$9.5M
Filed 2026-10-16
Sentinel Trust Co LBA
DECREASED
Shares123,299 from 123,633
Change-334 (0%)
Value$9.3M (+$9.3M)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares122,383 from 124,783
Change-2,400 (-2%)
Value$9.3M (-$242.6K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares118,210 from 107,458
Change+10,752 (+10%)
Value$8.9M (+$760.5K)
Filed 2026-10-21
Globalt Investments LLC / GA
DECREASED
Shares112,855 from 121,980
Change-9,125 (-7%)
Value$8.5M (-$749.8K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares108,365 from 14,281
Change+94,084 (+659%)
Value$8.2M (+$7.1M)
Filed 2026-10-21
Eastern Bank
INCREASED
Shares107,035 from 106,718
Change+317 (+0%)
Value$8.1M (-$28.3K)
Filed 2026-10-05
Sage Financial Group Inc
INCREASED
Shares104,876 from 102,415
Change+2,461 (+2%)
Value$7.9M (+$135.9K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares101,719 from 102,070
Change-351 (0%)
Value$7.7M (+$7.2K)
Filed 2026-10-08
Bay Harbor Wealth Management, LLC
NEW
Shares99,805
Change+99,805
Value$7.5M
Filed 2026-11-03
Maia Wealth LLC
INCREASED
Shares99,435 from 35,880
Change+63,555 (+177%)
Value$7.5M (+$4.8M)
Filed 2026-10-19
Factory Mutual Insurance Co
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$6.8M (-$44.1K)
Filed 2026-10-30
Lifelong Wealth Advisors, Inc.
INCREASED
Shares89,948 from 80,259
Change+9,689 (+12%)
Value$6.8M (+$693.3K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares89,145 from 48,899
Change+40,246 (+82%)
Value$6.7M (+$3.0M)
Filed 2026-10-22
Epiq Partners, LLC
INCREASED
Shares88,312 from 73,931
Change+14,381 (+19%)
Value$6.7M (+$1.1M)
Filed 2026-10-07
Stage Harbor Financial, LLC
DECREASED
Shares87,842 from 88,140
Change-298 (0%)
Value$6.6M (-$65.7K)
Filed 2026-11-03
Milestone Asset Management, LLC
INCREASED
Shares87,212 from 81,600
Change+5,612 (+7%)
Value$6.6M (+$384.4K)
Filed 2026-10-15
WealthPoint Financial, LLC
INCREASED
Shares86,927 from 48,167
Change+38,760 (+80%)
Value$6.6M (+$2.9M)
Filed 2026-11-03
City of London Investment Management Co LTD
DECREASED
Shares85,600 from 100,000
Change-14,400 (-14%)
Value$6.5M (-$1.1M)
Filed 2026-10-30
Asempa Wealth Advisors
INCREASED
Shares84,772 from 72,557
Change+12,215 (+17%)
Value$6.4M (+$849.2K)
Filed 2026-10-07
Apeiron RIA LLC
INCREASED
Shares84,106 from 9,968
Change+74,138 (+744%)
Value$6.3M (+$5.6M)
Filed 2026-10-08
Smith & Howard Wealth Management, LLC
INCREASED
Shares84,038 from 84,013
Change+25 (+0%)
Value$6.4M (-$39.3K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares83,880 from 37,964
Change+45,916 (+121%)
Value$6.3M (+$3.5M)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares82,889 from 38,452
Change+44,437 (+116%)
Value$6.3M (+$3.3M)
Filed 2026-10-14
Investment Research Partners LLC
INCREASED
Shares82,880 from 80,389
Change+2,491 (+3%)
Value$6.3M (+$149.0K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares80,257 from 42,452
Change+37,805 (+89%)
Value$6.1M (+$2.8M)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares79,827 from 79,491
Change+336 (+0%)
Value$6.0M (-$13.5K)
Filed 2026-10-22
Cobblestone Asset Management LLC
NEW
Shares78,243
Change+78,243
Value$5.9M
Filed 2026-10-13
Sharkey, Howes & Javer
INCREASED
Shares76,906 from 74,443
Change+2,463 (+3%)
Value$5.8M (+$149.8K)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares76,292 from 4,086
Change+72,206 (+1767%)
Value$5.8M (+$5.5M)
Filed 2026-10-07
WealthPLAN Partners, LLC
INCREASED
Shares74,775 from 36,814
Change+37,961 (+103%)
Value$5.7M (+$2.9M)
Filed 2026-10-15
Alpha Advisors, LLC
INCREASED
Shares74,461 from 47,288
Change+27,173 (+57%)
Value$5.6M (+$2.0M)
Filed 2026-10-19
Signaturefd, LLC
DECREASED
Shares73,205 from 73,422
Change-217 (0%)
Value$5.5M (-$52.4K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares71,913 from 24,479
Change+47,434 (+194%)
Value$5.4M (+$3.6M)
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares71,262 from 35,037
Change+36,225 (+103%)
Value$5.4M (+$2.7M)
Filed 2026-10-09
Sovran Advisors, LLC
INCREASED
Shares71,060 from 3,645
Change+67,415 (+1850%)
Value$5.3M (+$5.0M)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares70,267 from 70,304
Change-37 (0%)
Value$5.3M (-$37.3K)
Filed 2026-10-15
Meitav Investment House LTD
INCREASED
Shares70,101 from 57,476
Change+12,625 (+22%)
Value$5.3M (+$926.5K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares68,897 from 32,445
Change+36,452 (+112%)
Value$5.2M (+$2.7M)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares67,332 from 61,694
Change+5,638 (+9%)
Value$5.1M (+$396.1K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
INCREASED
Shares66,619 from 34,871
Change+31,748 (+91%)
Value$5.0M (+$2.4M)
Filed 2026-10-14
St. Louis Trust Co
DECREASED
Shares65,892 from 66,221
Change-329 (0%)
Value$5.0M (-$8.0M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
NEW
Shares63,800
Change+63,800
Value$4.8M
Filed 2026-11-05
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares61,515 from 61,108
Change+407 (+1%)
Value$4.7M (+$840)
Filed 2026-10-29
VestGen Advisors, LLC
NEW
Shares60,667
Change+60,667
Value$4.6M
Filed 2026-10-27
Quadrant Capital Group LLC
UNCHANGED
Shares60,051 from 60,051
Change0 (0%)
Value$4.5M (-$54.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
NEW
Shares59,991
Change+59,991
Value$4.6M
Filed 2026-10-21
Sageworth Trust Co of South Dakota
DECREASED
Shares58,627 from 60,212
Change-1,585 (-3%)
Value$4.4M (-$149.4K)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares56,044 from 55,225
Change+819 (+1%)
Value$4.2M (+$34.9K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares56,006 from 16,624
Change+39,382 (+237%)
Value$4.2M (+$3.0M)
Filed 2026-10-28
Absolute Capital Management, LLC
NEW
Shares55,424
Change+55,424
Value$4.2M
Filed 2026-10-16
Merkkuri Wealth Advisors LLC
INCREASED
Shares55,327 from 28,335
Change+26,992 (+95%)
Value$4.2M (+$2.0M)
Filed 2026-11-03
Security National Bank
INCREASED
Shares54,102 from 47,891
Change+6,211 (+13%)
Value$4.1M (+$446.2K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares53,600 from 11,814
Change+41,786 (+354%)
Value$4.1M (+$3.2M)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares53,318 from 29,502
Change+23,816 (+81%)
Value$4.0M (+$1.8M)
Filed 2026-11-05
Avail Investment Partners, LLC
INCREASED
Shares53,026 from 51,816
Change+1,210 (+2%)
Value$4.0M (+$66.1K)
Filed 2026-10-16
Sutton Place Investors LLC
INCREASED
Shares52,123 from 27,092
Change+25,031 (+92%)
Value$3.9M (+$1.9M)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
INCREASED
Shares52,099 from 23,598
Change+28,501 (+121%)
Value$3.9M (+$2.1M)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares50,829 from 37,299
Change+13,530 (+36%)
Value$3.8M (+$1.0M)
Filed 2026-11-03
NTV Asset Management LLC
DECREASED
Shares50,423 from 50,573
Change-150 (0%)
Value$3.8M (-$36.1K)
Filed 2026-10-23
City Holding Co
INCREASED
Shares49,530 from 44,320
Change+5,210 (+12%)
Value$3.7M (+$372.3K)
Filed 2026-10-19
Invested Advisors
DECREASED
Shares49,201 from 51,315
Change-2,114 (-4%)
Value$3.7M (-$185.0K)
Filed 2026-10-23
One Wealth Capital Management, LLC
NEW
Shares48,065
Change+48,065
Value$3.6M
Filed 2026-10-23
Fluent Financial, LLC
DECREASED
Shares47,642 from 48,046
Change-404 (-1%)
Value$3.6M (-$54.1K)
Filed 2026-10-13
Apollon Wealth Management, LLC
NEW
Shares45,454
Change+45,454
Value$3.4M
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares44,193
Change+44,193
Value$3.3M
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares44,127 from 44,179
Change-52 (0%)
Value$3.3M (-$25.6K)
Filed 2026-10-09
Csenge Advisory Group
NEW
Shares44,026
Change+44,026
Value$3.3M
Filed 2026-11-04
OAK Family Advisors, LLC
DECREASED
Shares43,847 from 45,126
Change-1,279 (-3%)
Value$3.3M (-$118.8K)
Filed 2026-10-19
Simon Quick Advisors, LLC
DECREASED
Shares43,847 from 44,635
Change-788 (-2%)
Value$3.3M (-$81.5K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
NEW
Shares43,381
Change+43,381
Value$3.3M
Filed 2026-10-15
Symphony Financial, Ltd. Co.
INCREASED
Shares42,650 from 40,166
Change+2,484 (+6%)
Value$3.2M (+$208.2K)
Filed 2026-10-22
Portfolio Resources Advisor Group, Inc.
NEW
Shares42,161
Change+42,161
Value$3.2M
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares41,837 from 24,109
Change+17,728 (+74%)
Value$3.2M (+$1.3M)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares40,950 from 42,181
Change-1,231 (-3%)
Value$3.1M (-$113.8K)
Filed 2026-10-22
First National Trust Co
INCREASED
Shares40,799 from 35,886
Change+4,913 (+14%)
Value$3.1M (+$353.9K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
DECREASED
Shares39,922 from 41,142
Change-1,220 (-3%)
Value$3.0M (-$112.4K)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares39,476 from 37,340
Change+2,136 (+6%)
Value$3.0M (+$143.2K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
DECREASED
Shares39,180 from 39,950
Change-770 (-2%)
Value$3.0M (-$77.8K)
Filed 2026-10-06
LiftPoint Family Wealth Advisors LLC
NEW
Shares38,825
Change+38,825
Value$2.9M
Filed 2026-11-03
Zenith Solutions, Inc.
INCREASED
Shares38,446 from 15,453
Change+22,993 (+149%)
Value$2.9M (+$1.7M)
Filed 2026-10-19
First Citizens Bank & Trust Co
INCREASED
Shares37,601 from 36,589
Change+1,012 (+3%)
Value$2.8M (+$58.6K)
Filed 2026-10-14
ARS Investment Partners, LLC
INCREASED
Shares37,566 from 36,117
Change+1,449 (+4%)
Value$2.8M (+$91.9K)
Filed 2026-11-05
RDA Financial Network
INCREASED
Shares37,136 from 19,563
Change+17,573 (+90%)
Value$2.8M (+$1.3M)
Filed 2026-10-15
Philip James Wealth Mangement, LLC
DECREASED
Shares36,819 from 37,648
Change-829 (-2%)
Value$2.8M (-$81.2K)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares36,718 from 36,718
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-26
Cassilly Financial Group LLC
INCREASED
Shares36,664 from 17,836
Change+18,828 (+106%)
Value$2.8M (+$1.4M)
Filed 2026-10-07
Nixon Peabody Trust Co
DECREASED
Shares36,001 from 36,932
Change-931 (-3%)
Value$2.7M (-$88.5K)
Filed 2026-10-23
Centurion Wealth Management LLC
INCREASED
Shares35,876 from 14,916
Change+20,960 (+141%)
Value$2.7M (+$1.6M)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares35,824 from 18,012
Change+17,812 (+99%)
Value$2.7M (+$1.3M)
Filed 2026-10-15
Lantz Financial LLC
NEW
Shares35,334
Change+35,334
Value$2.7M
Filed 2026-10-15
Crestwood Advisors Group, LLC
DECREASED
Shares35,201 from 36,651
Change-1,450 (-4%)
Value$2.7M (-$127.6K)
Filed 2026-10-27
Beacon Financial Advisory LLC
INCREASED
Shares34,890 from 13,658
Change+21,232 (+155%)
Value$2.6M (+$1.6M)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares34,122 from 16,372
Change+17,750 (+108%)
Value$2.6M (+$1.3M)
Filed 2026-10-19
Fund Evaluation Group, LLC
UNCHANGED
Shares33,316 from 33,316
Change0 (0%)
Value$2.5M (-$16.3K)
Filed 2026-11-05
Legacy Advisory Services, LLC
NEW
Shares33,103
Change+33,103
Value$2.5M
Filed 2026-10-20
Allen Investment Management, LLC
UNCHANGED
Shares32,989 from 32,989
Change0 (0%)
Value$2.5M (-$16.2K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares32,381 from 31,099
Change+1,282 (+4%)
Value$2.4M (+$81.7K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
INCREASED
Shares32,245 from 11,679
Change+20,566 (+176%)
Value$2.4M (+$1.5M)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares32,053 from 31,852
Change+201 (+1%)
Value$2.4M (-$407)
Filed 2026-10-26
State of Wyoming
INCREASED
Shares31,424 from 24,061
Change+7,363 (+31%)
Value$2.4M (+$545.0K)
Filed 2026-10-28
Cornerstone Planning Group LLC
INCREASED
Shares30,701 from 1,398
Change+29,303 (+2096%)
Value$2.3M (+$2.2M)
Filed 2026-10-16
Wagner Wealth Management, Corp
INCREASED
Shares30,113 from 28,816
Change+1,297 (+5%)
Value$2.3M (+$84.0K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares29,632 from 19,747
Change+9,885 (+50%)
Value$2.2M (+$737.8K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
NEW
Shares28,523
Change+28,523
Value$2.2M
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares27,970 from 27,074
Change+896 (+3%)
Value$2.1M (+$54.5K)
Filed 2026-10-13
MN Wealth Advisors, LLC
INCREASED
Shares27,903 from 12,751
Change+15,152 (+119%)
Value$2.1M (+$1.1M)
Filed 2026-10-23
Polaris Investment Advisors, LLC
NEW
Shares27,851
Change+27,851
Value$2.1M
Filed 2026-10-20
Retirement Wealth Solutions LLC
NEW
Shares27,732
Change+27,732
Value$2.1M
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares27,646
Change+27,646
Value$2.1M
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares27,542 from 24,745
Change+2,797 (+11%)
Value$2.1M (+$199.4K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares27,319 from 8,996
Change+18,323 (+204%)
Value$2.1M (+$1.4M)
Filed 2026-10-28
DKM Wealth Management, Inc.
INCREASED
Shares26,546 from 25,035
Change+1,511 (+6%)
Value$2.0M (+$102.0K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
NEW
Shares26,483
Change+26,483
Value$2.0M
Filed 2026-10-26
Navigation Group, LLC
DECREASED
Shares26,110 from 26,165
Change-55 (0%)
Value$2.0M (-$17.0K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
NEW
Shares25,949
Change+25,949
Value$2.0M
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares25,834 from 8,942
Change+16,892 (+189%)
Value$2.0M (+$1.3M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares25,446 from 8,645
Change+16,801 (+194%)
Value$1.9M (+$1.3M)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares24,843 from 6,803
Change+18,040 (+265%)
Value$1.9M (+$1.4M)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares24,421 from 24,094
Change+327 (+1%)
Value$1.8M (+$12.9K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
INCREASED
Shares24,121 from 9,822
Change+14,299 (+146%)
Value$1.8M (+$1.1M)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares23,959
Change+23,959
Value$1.8M
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares23,901 from 20,324
Change+3,577 (+18%)
Value$1.8M (+$260.5K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares23,827 from 15,218
Change+8,609 (+57%)
Value$1.8M (+$643.5K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares23,474
Change+23,474
Value$1.8M
Filed 2026-10-14
Chemung Canal Trust Co
UNCHANGED
Shares23,444 from 23,444
Change0 (0%)
Value$1.8M (-$11.5K)
Filed 2026-11-04
Shrier Wealth Management, LLC
DECREASED
Shares23,117 from 23,652
Change-535 (-2%)
Value$1.7M (-$52.0K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares22,695 from 7,346
Change+15,349 (+209%)
Value$1.7M (+$1.2M)
Filed 2026-10-14
Park Edge Advisors, LLC
INCREASED
Shares22,511 from 17,822
Change+4,689 (+26%)
Value$1.7M (+$345.8K)
Filed 2026-10-28
Orrstown Financial Services Inc
UNCHANGED
Shares21,899 from 21,899
Change0 (0%)
Value$1.7M (-$10.7K)
Filed 2026-10-14
Caliber Wealth Management, LLC / KS
INCREASED
Shares21,691 from 10,000
Change+11,691 (+117%)
Value$1.6M (+$879.2K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares21,564 from 13,906
Change+7,658 (+55%)
Value$1.6M (+$572.3K)
Filed 2026-10-23
Midland Wealth Advisors, LLC
DECREASED
Shares21,473 from 22,367
Change-894 (-4%)
Value$1.6M (-$78.6K)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares21,249 from 19,798
Change+1,451 (+7%)
Value$1.6M (+$100.0K)
Filed 2026-11-04
Gutierrez Wealth Advisory, LLC
UNCHANGED
Shares21,177 from 21,177
Change0 (0%)
Value$1.6M (-$10.4K)
Filed 2026-11-02
Vann Equity Management LLC
INCREASED
Shares21,025 from 20,782
Change+243 (+1%)
Value$1.6M (+$8.2K)
Filed 2026-10-08
LongView Wealth Management
INCREASED
Shares20,597 from 14,876
Change+5,721 (+38%)
Value$1.6M (+$425.3K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares20,515 from 4,415
Change+16,100 (+365%)
Value$1.6M (+$1.2M)
Filed 2026-10-13
First City Capital Management, Inc.
INCREASED
Shares20,421 from 17,969
Change+2,452 (+14%)
Value$1.5M (+$176.6K)
Filed 2026-10-27
OFS Enterprise LLC
DECREASED
Shares20,187 from 20,297
Change-110 (-1%)
Value$1.5M (-$18.3K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares20,032 from 12,663
Change+7,369 (+58%)
Value$1.5M (+$551.0K)
Filed 2026-10-22
Fulcrum Equity Management
INCREASED
Shares19,932 from 9,313
Change+10,619 (+114%)
Value$1.5M (+$798.4K)
Filed 2026-10-21
First Heartland Consultants, Inc.
NEW
Shares19,897
Change+19,897
Value$1.5M
Filed 2026-10-08
J.M. Arbour, LLC
NEW
Shares19,851
Change+19,851
Value$1.5M
Filed 2026-11-05
PCG Asset Management, LLC
NEW
Shares19,618
Change+19,618
Value$1.5M
Filed 2026-11-05
Legacy Advisors, LLC
UNCHANGED
Shares19,581 from 19,581
Change0 (0%)
Value$1.5M (-$9.6K)
Filed 2026-10-19
Two West Capital Advisors LLC
NEW
Shares18,938
Change+18,938
Value$1.4M
Filed 2026-10-15
Aries Wealth Management
INCREASED
Shares18,813 from 15,436
Change+3,377 (+22%)
Value$1.4M (+$247.8K)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares18,548 from 8,882
Change+9,666 (+109%)
Value$1.4M (+$726.6K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares18,175 from 18,238
Change-63 (0%)
Value$1.4M (-$13.7K)
Filed 2026-10-26
Dudley Capital Management, LLC
DECREASED
Shares18,098 from 18,134
Change-36 (0%)
Value$1.4M (-$11.6K)
Filed 2026-10-23
Advisor OS, LLC
DECREASED
Shares17,429 from 18,157
Change-728 (-4%)
Value$1.3M (-$64.0K)
Filed 2026-11-03
Mirador Capital Partners LP
INCREASED
Shares17,392 from 17,137
Change+255 (+1%)
Value$1.3M (+$10.9K)
Filed 2026-10-09
Heck Capital Advisors, LLC
DECREASED
Shares17,112 from 19,585
Change-2,473 (-13%)
Value$1.3M (-$196.6K)
Filed 2026-10-14
Power Wealth Management LLC
DECREASED
Shares16,731 from 17,223
Change-492 (-3%)
Value$1.3M (-$45.6K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares16,455 from 15,234
Change+1,221 (+8%)
Value$1.2M (+$84.9K)
Filed 2026-11-04
MSH Capital Advisors LLC
INCREASED
Shares16,340 from 8,576
Change+7,764 (+91%)
Value$1.2M (+$582.9K)
Filed 2026-11-03
Petredis Investment Advisors LLC
DECREASED
Shares16,310 from 16,760
Change-450 (-3%)
Value$1.2M (-$42.2K)
Filed 2026-10-20
Raleigh Capital Management Inc.
NEW
Shares16,098
Change+16,098
Value$1.2M
Filed 2026-10-28
Midwest Trust Co
INCREASED
Shares16,094 from 14,665
Change+1,429 (+10%)
Value$1.2M (+$100.9K)
Filed 2026-10-22
Vista Finance, LLC
INCREASED
Shares16,090 from 12,005
Change+4,085 (+34%)
Value$1.2M (+$303.0K)
Filed 2026-10-23
Elevation Wealth Management LLC
INCREASED
Shares16,061 from 13,329
Change+2,732 (+21%)
Value$1.2M (+$200.1K)
Filed 2026-11-02
Hudson Edge Investment Partners Inc.
INCREASED
Shares16,004 from 14,722
Change+1,282 (+9%)
Value$1.2M (+$89.7K)
Filed 2026-10-28
High Probability Advisors, LLC
UNCHANGED
Shares15,908 from 15,908
Change0 (0%)
Value$1.2M (-$7.8K)
Filed 2026-10-19
Latitude Advisors, LLC
INCREASED
Shares15,860 from 5,527
Change+10,333 (+187%)
Value$1.2M (+$778.7K)
Filed 2026-10-27
Alterna Wealth Management, Inc
NEW
Shares15,855
Change+15,855
Value$1.2M
Filed 2026-10-27
Silverlake Wealth Management LLC
INCREASED
Shares15,657 from 10,683
Change+4,974 (+47%)
Value$1.2M (+$370.9K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares15,378 from 7,853
Change+7,525 (+96%)
Value$1.2M (+$565.2K)
Filed 2026-10-23
W Advisors, LLC
NEW
Shares14,872
Change+14,872
Value$1.1M
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares14,842 from 14,864
Change-22 (0%)
Value$1.1M (-$8.9K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED
Shares14,785 from 20,326
Change-5,541 (-27%)
Value$1.1M (-$429.0K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares14,152 from 14,158
Change-6 (0%)
Value$1.1M (-$7.4K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares14,074 from 11,290
Change+2,784 (+25%)
Value$1.1M (+$205.0K)
Filed 2026-10-26
Single Point Partners, LLC
INCREASED
Shares13,673 from 13,393
Change+280 (+2%)
Value$95.8K (-$259)
Filed 2026-10-19
TD Waterhouse Canada Inc.
DECREASED
Shares13,651 from 16,435
Change-2,784 (-17%)
Value$1.1M (-$166.3K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
INCREASED
Shares13,609 from 9,020
Change+4,589 (+51%)
Value$1.0M (+$342.6K)
Filed 2026-10-21
Oarsman Capital, Inc.
INCREASED
Shares13,543 from 12,057
Change+1,486 (+12%)
Value$1.0M (+$106.5K)
Filed 2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares13,354 from 13,597
Change-243 (-2%)
Value$1.0M (-$25.0K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW
Shares12,688
Change+12,688
Value$958.7K
Filed 2026-10-27
Well Done, LLC
INCREASED
Shares12,623 from 8,023
Change+4,600 (+57%)
Value$954.6K (+$343.9K)
Filed 2026-10-20
Lakeshore Capital Group, Inc.
INCREASED
Shares12,542 from 12,282
Change+260 (+2%)
Value$948.4K (+$13.6K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares12,516 from 6,536
Change+5,980 (+91%)
Value$946.4K (+$449.0K)
Filed 2026-10-28
Pictet North America Advisors SA
UNCHANGED
Shares12,450 from 12,450
Change0 (0%)
Value$941.5K (-$6.1K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED
Shares12,301 from 12,267
Change+34 (+0%)
Value$930.2K (-$3.5K)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares11,786 from 11,808
Change-22 (0%)
Value$891.2K (-$7.4K)
Filed 2026-10-23
Interchange Capital Partners, LLC
NEW
Shares11,765
Change+11,765
Value$884.6K
Filed 2026-10-28
Weil Company, Inc.
UNCHANGED
Shares11,732 from 11,732
Change0 (0%)
Value$887.2K (-$5.7K)
Filed 2026-10-14
Avestar Capital, LLC
INCREASED
Shares11,709 from 7,838
Change+3,871 (+49%)
Value$885.4K (+$288.9K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares11,693 from 3,872
Change+7,821 (+202%)
Value$859.3K (+$571.6K)
Filed 2026-10-27
Joel Adams & Associates, Inc.
UNCHANGED
Shares11,674 from 11,674
Change0 (0%)
Value$882.8K (-$5.7K)
Filed 2026-11-02
Able Financial Group, LLC
UNCHANGED
Shares11,608 from 11,608
Change0 (0%)
Value$877.8K (-$5.7K)
Filed 2026-10-14
Semus Wealth Partners LLC
NEW
Shares11,473
Change+11,473
Value$867.6K
Filed 2026-10-22
Canopy Partners, LLC
UNCHANGED
Shares11,436 from 11,436
Change0 (0%)
Value$864.8K (-$5.6K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares11,430
Change+11,430
Value$844
Filed 2026-11-03
Essential Investment Partners LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$846.9K (-$5.5K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares11,125 from 14,144
Change-3,019 (-21%)
Value$841.3K (-$235.3K)
Filed 2026-10-13
Lavelle Capital LP
UNCHANGED
Shares10,733 from 10,733
Change0 (0%)
Value$811.6K (-$5.3K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares10,723 from 5,533
Change+5,190 (+94%)
Value$810.9K (+$389.8K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares10,675 from 9,778
Change+897 (+9%)
Value$807.3K (+$63.0K)
Filed 2026-10-21
Omni 360 Wealth, Inc.
INCREASED
Shares10,658 from 9,909
Change+749 (+8%)
Value$806.0K (+$51.8K)
Filed 2026-10-13
Flagstar Securities, Inc
INCREASED
Shares10,656 from 10,168
Change+488 (+5%)
Value$805.8K (+$31.9K)
Filed 2026-10-15
Carmel Capital Partners, LLC
NEW
Shares10,587
Change+10,587
Value$800.6K
Filed 2026-11-03
Beacon Financial Group
INCREASED
Shares10,576 from 5,533
Change+5,043 (+91%)
Value$799.8K (+$378.6K)
Filed 2026-10-19
Meridian Wealth Management, LLC
UNCHANGED
Shares10,547 from 10,547
Change0 (0%)
Value$797.6K (-$5.2K)
Filed 2026-11-05
LifeSteps Financial, Inc.
INCREASED
Shares10,489 from 1,061
Change+9,428 (+889%)
Value$793.2K (+$712.4K)
Filed 2026-10-15
Palatine Hill Wealth Management, LLC
INCREASED
Shares10,189 from 10,167
Change+22 (+0%)
Value$770.5K (-$3.3K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares9,918 from 2,818
Change+7,100 (+252%)
Value$750.0K (+$535.5K)
Filed 2026-10-16
McAdam, LLC
UNCHANGED
Shares9,686 from 9,686
Change0 (0%)
Value$732.5K (-$4.7K)
Filed 2026-10-21
BCU Wealth Advisors, LLC
NEW
Shares9,633
Change+9,633
Value$728.4K
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED
Shares9,592 from 5,491
Change+4,101 (+75%)
Value$725.3K (+$307.4K)
Filed 2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares9,515 from 9,525
Change-10 (0%)
Value$719.5K (-$5.4K)
Filed 2026-10-15
Fulton Bank, N.A.
DECREASED
Shares9,474 from 15,609
Change-6,135 (-39%)
Value$716.4K (-$471.6K)
Filed 2026-10-14
October Effect Ltd
DECREASED
Shares9,446 from 9,791
Change-345 (-4%)
Value$714.3K (-$30.9K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares9,420 from 10,532
Change-1,112 (-11%)
Value$712.3K (-$89.3K)
Filed 2026-10-06
Sepio Capital, LP
INCREASED
Shares9,416 from 7,867
Change+1,549 (+20%)
Value$712.0K (+$113.3K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares9,305 from 8,325
Change+980 (+12%)
Value$703.6K (+$70.0K)
Filed 2026-11-03
Philadelphia Trust Co
UNCHANGED
Shares9,115 from 9,115
Change0 (0%)
Value$689.0K (-$5.0K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,089 from 26,505
Change-17,416 (-66%)
Value$687.3K (-$1.3M)
Filed 2026-10-08
Greenwood Capital Associates LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$680.6K (-$4.4K)
Filed 2026-10-27
WBH Advisory Inc
DECREASED
Shares8,934 from 9,723
Change-789 (-8%)
Value$675.6K (-$64.4K)
Filed 2026-11-05
Quartz Partners, LLC
NEW
Shares8,812
Change+8,812
Value$666.3K
Filed 2026-11-03
New England Professional Planning Group Inc.
UNCHANGED
Shares8,801 from 8,801
Change0 (0%)
Value$665.6K (-$4.3K)
Filed 2026-10-29
Cynosure Group, LLC
UNCHANGED
Shares8,794 from 8,794
Change0 (0%)
Value$665.0K (-$4.3K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares8,440 from 4,839
Change+3,601 (+74%)
Value$638.2K (+$269.9K)
Filed 2026-11-03
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares8,397 from 8,397
Change0 (0%)
Value$635.0K (-$4.1K)
Filed 2026-10-05
Midwest Financial Network, LLC
INCREASED
Shares8,323 from 7,291
Change+1,032 (+14%)
Value$629.4K (+$74.5K)
Filed 2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$627.6K (-$4.1K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares8,217 from 150
Change+8,067 (+5378%)
Value$621.4K (+$610.0K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED
Shares8,180 from 9,374
Change-1,194 (-13%)
Value$618.6K (-$94.9K)
Filed 2026-10-30
Cahaba Wealth Management, Inc.
UNCHANGED
Shares8,069 from 8,069
Change0 (0%)
Value$610.2K (-$4.0K)
Filed 2026-10-26
Legacy Wealth Partners, LLC
NEW
Shares8,039
Change+8,039
Value$607.9K
Filed 2026-10-15
Smart Wealth LLC
NEW
Shares7,991
Change+7,991
Value$604.3K
Filed 2026-11-04
Phillips Financial Management, LLC
UNCHANGED
Shares7,951 from 7,951
Change0 (0%)
Value$601.3K (-$3.9K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,938 from 7,970
Change-32 (0%)
Value$600.3K (-$6.4K)
Filed 2026-10-26
Highland Capital Management, LLC
DECREASED
Shares7,746 from 16,596
Change-8,850 (-53%)
Value$585.8K (-$677.4K)
Filed 2026-10-26
Morangie Management LLC
UNCHANGED
Shares7,681 from 7,681
Change0 (0%)
Value$580.8K (-$3.8K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,664 from 3,963
Change+3,701 (+93%)
Value$579.6K (+$277.9K)
Filed 2026-10-23
Washington Capital Management, Inc
DECREASED
Shares7,574 from 11,056
Change-3,482 (-31%)
Value$572.7K (-$268.7K)
Filed 2026-10-19
BigSur Wealth Management LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$567.2K (-$3.7K)
Filed 2026-10-13
Eagle Strategies LLC
DECREASED
Shares7,478 from 7,578
Change-100 (-1%)
Value$565.5K (-$11.3K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares7,442 from 5,463
Change+1,979 (+36%)
Value$562.8K (+$147.0K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares7,431 from 4,431
Change+3,000 (+68%)
Value$561.9K (+$224.7K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares7,417 from 7,747
Change-330 (-4%)
Value$560.9K (-$28.8K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
INCREASED
Shares7,315 from 6,953
Change+362 (+5%)
Value$553.2K (+$24.0K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED
Shares7,126 from 3,364
Change+3,762 (+112%)
Value$538.8K (+$282.8K)
Filed 2026-10-16
Nottingham Advisors, Inc.
INCREASED
Shares7,125 from 7,100
Change+25 (+0%)
Value$535.5K (+$12.0K)
Filed 2026-10-29
Woodmont Investment Counsel LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$536.9K (-$3.5K)
Filed 2026-10-29
Michels Family Financial, LLC
DECREASED
Shares7,032 from 7,102
Change-70 (-1%)
Value$531.8K (-$8.7K)
Filed 2026-11-02
PUREfi Wealth, LLC
INCREASED
Shares7,013 from 3,270
Change+3,743 (+114%)
Value$530.4K (+$281.4K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$529.3K (-$3.4K)
Filed 2026-10-07
Williams & Novak Wealth Management, LLC
DECREASED
Shares6,965 from 8,565
Change-1,600 (-19%)
Value$526.7K (-$125.2K)
Filed 2026-10-09
Atlatl Advisers LLC
INCREASED
Shares6,947 from 2,365
Change+4,582 (+194%)
Value$525.3K (+$345.3K)
Filed 2026-10-22
Isthmus Partners, LLC
UNCHANGED
Shares6,937 from 6,937
Change0 (0%)
Value$524.6K (-$3.4K)
Filed 2026-10-21
Lockerman Financial Group, Inc.
NEW
Shares6,906
Change+6,906
Value$522.2K
Filed 2026-10-19
O'Connor Financial Group LLC
INCREASED
Shares6,891 from 6,805
Change+86 (+1%)
Value$521.1K (+$3.2K)
Filed 2026-10-26
Naples Global Advisors, LLC
UNCHANGED
Shares6,870 from 6,870
Change0 (0%)
Value$519.5K (-$3.4K)
Filed 2026-11-05
West Branch Capital LLC
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$515.4K (-$3.3K)
Filed 2026-10-20
Plan A Wealth LLC
INCREASED
Shares6,746 from 5,866
Change+880 (+15%)
Value$510.2K (+$63.7K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares6,741 from 4,763
Change+1,978 (+42%)
Value$509.7K (+$147.3K)
Filed 2026-10-23
Proathlete Wealth Management LLC
UNCHANGED
Shares6,712 from 6,712
Change0 (0%)
Value$507.6K (-$3.3K)
Filed 2026-10-15
Archer Investment Management, LLC
NEW
Shares6,570
Change+6,570
Value$496.8K
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares6,519 from 905
Change+5,614 (+620%)
Value$493.0K (+$424.1K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
INCREASED
Shares6,393 from 6,027
Change+366 (+6%)
Value$482.5K (+$23.8K)
Filed 2026-10-13
Nordwand Advisors, LLC
UNCHANGED
Shares6,335 from 6,335
Change0 (0%)
Value$479.1K (-$3.1K)
Filed 2026-11-05
Kelly Financial Services LLC
NEW
Shares6,261
Change+6,261
Value$473.5K
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
DECREASED
Shares6,211 from 6,466
Change-255 (-4%)
Value$469.7K (-$22.5K)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares6,134 from 712
Change+5,422 (+762%)
Value$463.9K (+$409.7K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$461.3K (-$3.0K)
Filed 2026-11-04
Aegis Wealth Management, Inc.
NEW
Shares5,946
Change+5,946
Value$449.6K
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares5,918 from 5,724
Change+194 (+3%)
Value$447.5K (+$11.9K)
Filed 2026-10-16
First Business Financial Services, Inc.
UNCHANGED
Shares5,905 from 5,905
Change0 (0%)
Value$446.5K (-$2.9K)
Filed 2026-10-29
Kestra Investment Management, LLC
DECREASED
Shares5,711 from 5,799
Change-88 (-2%)
Value$431.8K (-$9.5K)
Filed 2026-11-04
Trinity Wealth Management, LLC
NEW
Shares5,699
Change+5,699
Value$431.0K
Filed 2026-10-13
Landaas & Co
UNCHANGED
Shares5,660 from 5,660
Change0 (0%)
Value$428.0K (-$2.8K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
NEW
Shares5,432
Change+5,432
Value$410.8K
Filed 2026-11-05
Platform Technology Partners
NEW
Shares5,381
Change+5,381
Value$406.9K
Filed 2026-11-02
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares5,351 from 5,351
Change0 (0%)
Value$404.6K (-$2.6K)
Filed 2026-10-19
Western Financial Corp
NEW
Shares5,246
Change+5,246
Value$396.7K
Filed 2026-10-14
Buttonwood Financial Group, LLC
NEW
Shares5,156
Change+5,156
Value$393.8K
Filed 2026-10-16
Waldron Private Wealth LLC
UNCHANGED
Shares5,031 from 5,031
Change0 (0%)
Value$380.4K (-$2.5K)
Filed 2026-11-02
Symmetry Partners, LLC
NEW
Shares5,009
Change+5,009
Value$378.8K
Filed 2026-10-27
Angeles Wealth Management, LLC
INCREASED
Shares5,007 from 1,548
Change+3,459 (+223%)
Value$378.6K (+$260.8K)
Filed 2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW
Shares4,942
Change+4,942
Value$373.7K
Filed 2026-10-16
Accelerate Investment Advisors LLC
NEW
Shares4,940
Change+4,940
Value$373.6K
Filed 2026-11-02
Keybank National Association
DECREASED
Shares4,890 from 5,210
Change-320 (-6%)
Value$369.8K (-$26.8K)
Filed 2026-11-04
J.Safra Asset Management Corp
INCREASED
Shares4,889 from 3,741
Change+1,148 (+31%)
Value$369.7K (+$85.0K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares4,831 from 4,680
Change+151 (+3%)
Value$365.3K (+$9.1K)
Filed 2026-10-08
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$365.2K (-$2.4K)
Filed 2026-10-16
Guidance Point Advisors, LLC
UNCHANGED
Shares4,792 from 4,792
Change0 (0%)
Value$362.8K (-$2.4K)
Filed 2026-10-15
Maple Capital Management, Inc.
DECREASED
Shares4,779 from 5,047
Change-268 (-5%)
Value$361.4K (-$22.7K)
Filed 2026-11-02
Camelot Technology Advisors, Inc.
UNCHANGED
Shares4,770 from 4,770
Change0 (0%)
Value$360.7K (-$2.3K)
Filed 2026-10-09
Adelphi Trust Co
INCREASED
Shares4,747 from 4,537
Change+210 (+5%)
Value$359.0K (+$13.7K)
Filed 2026-10-05
Oregon Pacific Wealth Management, LLC
NEW
Shares4,717
Change+4,717
Value$356.7K
Filed 2026-10-20
Simplex Trading, LLC
INCREASED
Shares4,697 from 4,484
Change+213 (+5%)
Value$355.2K (+$13.9K)
Filed 2026-11-04
South Shore Capital Advisors
INCREASED
Shares4,692 from 3,637
Change+1,055 (+29%)
Value$354.8K (+$78.0K)
Filed 2026-10-20
Claro Advisors Inc.
UNCHANGED
Shares4,636 from 4,636
Change0 (0%)
Value$350.6K (-$2.3K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
NEW
Shares4,628
Change+4,628
Value$350.0K
Filed 2026-10-13
Wedbush Securities Inc
NEW
Shares4,613
Change+4,613
Value$349
Filed 2026-10-22
Old National Bancorp
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$347.9K (-$2.3K)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
NEW
Shares4,556
Change+4,556
Value$344.5K
Filed 2026-11-03
Patten & Patten Inc
NEW
Shares4,556
Change+4,556
Value$344.5K
Filed 2026-10-26
Shira Ridge Wealth Management
NEW
Shares4,500
Change+4,500
Value$340.3K
Filed 2026-10-09
Kaizen Financial Strategies
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$334.2K (+$2.8K)
Filed 2026-10-09
Curated Wealth Partners LLC
INCREASED
Shares4,329 from 3,557
Change+772 (+22%)
Value$327.4K (+$56.6K)
Filed 2026-10-15
Aviance Capital Partners, LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$325.9K (-$2.1K)
Filed 2026-10-29
AA Financial Advisors, LLC
NEW
Shares4,220
Change+4,220
Value$319.1K
Filed 2026-10-19
Blue Square Asset Management, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$310.0K (-$2.0K)
Filed 2026-11-02
Opulen Financial Group LLC
INCREASED
Shares4,082 from 4,012
Change+70 (+2%)
Value$308.7K (+$3.3K)
Filed 2026-10-22
RCS Financial Planning, LLC
NEW
Shares4,035
Change+4,035
Value$305.1K
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares4,030 from 5,711
Change-1,681 (-29%)
Value$304.7K (-$129.9K)
Filed 2026-10-08
Kelsey Financial, LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$304.7K (-$2.0K)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares4,024 from 4,027
Change-3 (0%)
Value$304.3K (-$2.2K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares3,947 from 6,324
Change-2,377 (-38%)
Value$298.4K (-$182.9K)
Filed 2026-11-03
World Equity Group, Inc.
NEW
Shares3,942
Change+3,942
Value$298.1K
Filed 2026-10-14
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares3,930 from 3,930
Change0 (0%)
Value$297.2K (-$1.9K)
Filed 2026-10-30
Syntax Research, Inc.
DECREASED
Shares3,879 from 22,434
Change-18,555 (-83%)
Value$293.3K (-$1.4M)
Filed 2026-11-04
Insight Wealth Strategies, LLC
UNCHANGED
Shares3,878 from 3,878
Change0 (0%)
Value$293.3K (+$2.4K)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
NEW
Shares3,833
Change+3,833
Value$289.8K
Filed 2026-11-03
Donor Advised Charitable Giving, Inc.
DECREASED
Shares3,819 from 3,947
Change-128 (-3%)
Value$288.8K (-$11.6K)
Filed 2026-10-28
Bensler, LLC
UNCHANGED
Shares3,757 from 3,757
Change0 (0%)
Value$284.1K (-$1.8K)
Filed 2026-11-05
Monument Capital Management
UNCHANGED
Shares3,747 from 3,747
Change0 (0%)
Value$283.3K (-$1.8K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$276.2K (-$1.8K)
Filed 2026-10-13
Councilmark Asset Management, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$276.0K (-$1.8K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$273.0K (-$1.8K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
DECREASED
Shares3,573 from 4,822
Change-1,249 (-26%)
Value$270.2K (-$96.8K)
Filed 2026-10-19
Trail Ridge Investment Advisors, LLC
NEW
Shares3,560
Change+3,560
Value$269.2K
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$268.6K (-$1.7K)
Filed 2026-10-19
Harfst & Associates, Inc.
NEW
Shares3,510
Change+3,510
Value$265.4K
Filed 2026-10-20
Fogel Capital Management, Inc.
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$259.4K (-$1.7K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
NEW
Shares3,421
Change+3,421
Value$258.7K
Filed 2026-10-21
Berman McAleer LLC
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$257.9K (-$1.7K)
Filed 2026-10-16
Valen Private Capital, LLC
NEW
Shares3,379
Change+3,379
Value$255.5K
Filed 2026-10-23
Summit Place Financial Advisors, LLC
NEW
Shares3,310
Change+3,310
Value$250.3K
Filed 2026-10-23
Norris Perne & French LLP
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$245.2K (-$1.6K)
Filed 2026-10-23
Veracity Capital LLC
NEW
Shares3,232
Change+3,232
Value$244.4K
Filed 2026-10-08
First Financial Bank - Trust Division
DECREASED
Shares3,202 from 3,758
Change-556 (-15%)
Value$242.1K (-$43.9K)
Filed 2026-10-01
SWP Financial LLC
DECREASED
Shares3,096 from 3,097
Change-1 (0%)
Value$234.2K (-$1.6K)
Filed 2026-10-23
Breakwater Capital Group
DECREASED
Shares3,083 from 3,224
Change-141 (-4%)
Value$233.1K (-$12.3K)
Filed 2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$229.1K (-$1.5K)
Filed 2026-10-16
Saxon Interests, Inc.
DECREASED
Shares3,001 from 5,630
Change-2,629 (-47%)
Value$226.9K (-$201.6K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
NEW
Shares2,870
Change+2,870
Value$217.0K
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares2,856 from 4,414
Change-1,558 (-35%)
Value$216.0K (-$119.9K)
Filed 2026-11-05
Riverwater Partners LLC
DECREASED
Shares2,840 from 3,422
Change-582 (-17%)
Value$214.7K (-$45.7K)
Filed 2026-11-03
Sound Financial Strategies Group, LLC
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$213.4K (-$1.4K)
Filed 2026-10-30
Mountain Pacific Investment Advisers LLC
NEW
Shares2,810
Change+2,810
Value$212.5K
Filed 2026-10-29
Insight Wealth Partners, LLC
UNCHANGED
Shares2,784 from 2,784
Change0 (0%)
Value$210.5K (-$1.4K)
Filed 2026-10-26
Keystone Wealth Services, LLC
NEW
Shares2,768
Change+2,768
Value$210.8K
Filed 2026-11-03
Legacy CG, LLC
NEW
Shares2,761
Change+2,761
Value$208.8K
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
NEW
Shares2,753
Change+2,753
Value$208.2K
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares2,712 from 2,736
Change-24 (-1%)
Value$205.1K (-$3.2K)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
NEW
Shares2,700
Change+2,700
Value$204.2K
Filed 2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2,698 from 2,698
Change0 (0%)
Value$204.0K (-$1.3K)
Filed 2026-10-23
Kerusso Capital Management LLC
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$202.8K (-$1.3K)
Filed 2026-10-27
Annex Advisory Services, LLC
NEW
Shares2,670
Change+2,670
Value$201.9K
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares2,604 from 1,696
Change+908 (+54%)
Value$196.9K (+$67.8K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$85.1K (-$1.0K)
Filed 2026-11-04
Montgomery Financial Services LLC
NEW
Shares2,034
Change+2,034
Value$153.8K
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$141.9K (-$919)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares1,594 from 1,216
Change+378 (+31%)
Value$120.5K (+$28.0K)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares1,523
Change+1,523
Value$115.2K
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares1,059 from 16
Change+1,043 (+6519%)
Value$80.1K (+$78.9K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$75.6K (-$490)
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$73 ($0)
Filed 2026-10-02
Grove Bank & Trust
DECREASED
Shares930 from 935
Change-5 (-1%)
Value$70.3K (-$836)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares886 from 292
Change+594 (+203%)
Value$67.0K (+$44.8K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$65.0K (-$421)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$53 ($0)
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares683 from 618
Change+65 (+11%)
Value$51.6K (+$4.6K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$51.5K (-$334)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares635
Change+635
Value$48.0K
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$43.9K (-$285)
Filed 2026-10-27
TFC Financial Management, Inc.
DECREASED
Shares529 from 568
Change-39 (-7%)
Value$40.0K (-$3.2K)
Filed 2026-10-26
Breakwater Investment Management
DECREASED
Shares510 from 1,155
Change-645 (-56%)
Value$38.6K (-$49.3K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$37.8K (-$245)
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$37.7K (-$245)
Filed 2026-11-03
Mascoma Wealth Management LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$35.2K (-$228)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares430 from 259
Change+171 (+66%)
Value$32.5K (+$12.8K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
DECREASED
Shares409 from 724
Change-315 (-44%)
Value$30.9K (-$24.2K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares340
Change+340
Value$25.7K
Filed 2026-10-27
Granite FO LLC
NEW
Shares325
Change+325
Value$24.6K
Filed 2026-10-14
Armstrong Advisory Group, Inc
INCREASED
Shares286 from 264
Change+22 (+8%)
Value$21.6K (+$1.5K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
NEW
Shares264
Change+264
Value$20.0K
Filed 2026-10-26
Covestor Ltd
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$18 (-$1)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares200 from 157
Change+43 (+27%)
Value$15.1K (+$3.2K)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.1K (-$98)
Filed 2026-10-01
Cranbrook Wealth Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$13.2K (-$86)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares170
Change+170
Value$12.8K
Filed 2026-11-05
CKW Financial Group
INCREASED
Shares164 from 106
Change+58 (+55%)
Value$12 (-$8.0K)
Filed 2026-10-29
Arcadia Investment Advisors LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$11.0K (-$71)
Filed 2026-10-13
Morling Financial Advisors, LLC
NEW
Shares138
Change+138
Value$10.4K
Filed 2026-10-28
EPG Wealth Management LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$8.8K (-$57)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$8.8K (-$57)
Filed 2026-10-15
Pioneer Family Office, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$8.3K (-$54)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$5.8K (-$38)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$5.6K (-$36)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares41 from 29
Change+12 (+41%)
Value$3.1K (+$884)
Filed 2026-10-30
Gilpin Wealth Management, LLC
NEW
Shares32
Change+32
Value$2.4K
Filed 2026-10-09
Bfsg, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.4K (-$16)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.1K (-$14)
Filed 2026-10-15
Pflug Koory, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.9K (-$12)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
NEW
Shares25
Change+25
Value$1.9K
Filed 2026-10-13
Compass Financial Management LLC
NEW
Shares20
Change+20
Value$1.5K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (-$8)
Filed 2026-10-27
NBT Bank, N.A.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$8)
Filed 2026-10-21
FFG Partners, LLC
CLOSED
Shares0 from 184,025
Change-184,025 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-15
Todd Asset Management LLC
CLOSED
Shares0 from 133,091
Change-133,091 (-100%)
Value$0 (-$10.1M)
Filed 2026-10-27
FFG Retirement Advisors LLC
CLOSED
Shares0 from 48,429
Change-48,429 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-20
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 21,740
Change-21,740 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Convergence Financial, LLC
CLOSED
Shares0 from 4,418
Change-4,418 (-100%)
Value$0 (-$336.3K)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 2,913
Change-2,913 (-100%)
Value$0 (-$221.7K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 2,605
Change-2,605 (-100%)
Value$0 (-$198.3K)
Filed 2026-10-28
Activest Wealth Management
CLOSED
Shares0 from 2,278
Change-2,278 (-100%)
Value$0 (-$173.4K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$35.0K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 6,909,754
Change-6,909,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,762,295
Change-6,762,295 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,661,274
Change-4,661,274 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,525,825
Change-3,525,825 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,621,489
Change-2,621,489 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,602,699
Change-2,602,699 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,207,262
Change-2,207,262 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,055,783
Change-2,055,783 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,895,268
Change-1,895,268 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,776,727
Change-1,776,727 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,658,498
Change-1,658,498 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,593,393
Change-1,593,393 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,474,488
Change-1,474,488 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,291,719
Change-1,291,719 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,180,155
Change-1,180,155 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,089,303
Change-1,089,303 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,058,551
Change-1,058,551 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 915,931
Change-915,931 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 734,273
Change-734,273 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 711,356
Change-711,356 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 685,833
Change-685,833 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 675,748
Change-675,748 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 661,607
Change-661,607 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 551,632
Change-551,632 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 530,928
Change-530,928 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 527,232
Change-527,232 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 520,297
Change-520,297 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 487,433
Change-487,433 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 486,100
Change-486,100 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 484,021
Change-484,021 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 474,488
Change-474,488 (-100%)
Value—
Blair William & Co
N/A
Shares— from 471,227
Change-471,227 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 461,045
Change-461,045 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 459,272
Change-459,272 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 455,763
Change-455,763 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 432,859
Change-432,859 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 429,621
Change-429,621 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 401,044
Change-401,044 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 383,334
Change-383,334 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 375,076
Change-375,076 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 373,313
Change-373,313 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 335,085
Change-335,085 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 327,576
Change-327,576 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 308,971
Change-308,971 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 301,412
Change-301,412 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 296,085
Change-296,085 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 293,334
Change-293,334 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 291,901
Change-291,901 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 288,379
Change-288,379 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 285,463
Change-285,463 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 284,351
Change-284,351 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 270,792
Change-270,792 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 263,933
Change-263,933 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 262,509
Change-262,509 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 253,532
Change-253,532 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 252,788
Change-252,788 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 222,260
Change-222,260 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 214,683
Change-214,683 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 208,191
Change-208,191 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 206,468
Change-206,468 (-100%)
Value—
FMR LLC
N/A
Shares— from 200,738
Change-200,738 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 198,150
Change-198,150 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 195,596
Change-195,596 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 179,937
Change-179,937 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 176,942
Change-176,942 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 166,228
Change-166,228 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 163,166
Change-163,166 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 161,245
Change-161,245 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 143,228
Change-143,228 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 139,999
Change-139,999 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 136,270
Change-136,270 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 135,628
Change-135,628 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 131,881
Change-131,881 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 129,848
Change-129,848 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 127,559
Change-127,559 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 126,808
Change-126,808 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 125,108
Change-125,108 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 123,648
Change-123,648 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 122,027
Change-122,027 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 119,531
Change-119,531 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 118,529
Change-118,529 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 118,365
Change-118,365 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 110,022
Change-110,022 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 107,737
Change-107,737 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 105,929
Change-105,929 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 102,994
Change-102,994 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 99,905
Change-99,905 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 95,199
Change-95,199 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 94,725
Change-94,725 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 92,408
Change-92,408 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 90,018
Change-90,018 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 88,072
Change-88,072 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 86,989
Change-86,989 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 86,156
Change-86,156 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 85,904
Change-85,904 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 84,901
Change-84,901 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 84,232
Change-84,232 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 84,173
Change-84,173 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 82,628
Change-82,628 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 82,012
Change-82,012 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 81,496
Change-81,496 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 80,695
Change-80,695 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 80,695
Change-80,695 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 79,242
Change-79,242 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 78,989
Change-78,989 (-100%)
Value—
&partners
N/A
Shares— from 77,481
Change-77,481 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 77,461
Change-77,461 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 76,071
Change-76,071 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 74,935
Change-74,935 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 74,914
Change-74,914 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 74,451
Change-74,451 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 72,888
Change-72,888 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 72,846
Change-72,846 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 71,957
Change-71,957 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 69,343
Change-69,343 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 66,196
Change-66,196 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 65,889
Change-65,889 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 63,160
Change-63,160 (-100%)
Value—
Ndwm LLC
N/A
Shares— from 62,953
Change-62,953 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 62,015
Change-62,015 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 60,334
Change-60,334 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 58,292
Change-58,292 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 57,803
Change-57,803 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 57,340
Change-57,340 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 56,508
Change-56,508 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 53,751
Change-53,751 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 53,489
Change-53,489 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 51,946
Change-51,946 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 51,860
Change-51,860 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 51,731
Change-51,731 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 49,174
Change-49,174 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 48,483
Change-48,483 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 47,675
Change-47,675 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 46,609
Change-46,609 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 46,347
Change-46,347 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 46,022
Change-46,022 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 45,639
Change-45,639 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 44,436
Change-44,436 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 43,618
Change-43,618 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 42,695
Change-42,695 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 42,607
Change-42,607 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 42,389
Change-42,389 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 42,139
Change-42,139 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 42,124
Change-42,124 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 41,033
Change-41,033 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 41,024
Change-41,024 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 41,024
Change-41,024 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 38,944
Change-38,944 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 37,767
Change-37,767 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 37,651
Change-37,651 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 37,070
Change-37,070 (-100%)
Value—
Nwam LLC
N/A
Shares— from 36,683
Change-36,683 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 34,577
Change-34,577 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 33,497
Change-33,497 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 33,094
Change-33,094 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 32,407
Change-32,407 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 31,542
Change-31,542 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 30,682
Change-30,682 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 30,338
Change-30,338 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 29,434
Change-29,434 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 28,707
Change-28,707 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 28,439
Change-28,439 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 27,858
Change-27,858 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 27,755
Change-27,755 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 27,736
Change-27,736 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,725
Change-26,725 (-100%)
Value—
CIM, LLC
N/A
Shares— from 26,479
Change-26,479 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 25,139
Change-25,139 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,741
Change-24,741 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,903
Change-23,903 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 23,785
Change-23,785 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 23,759
Change-23,759 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 23,123
Change-23,123 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 22,991
Change-22,991 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 22,587
Change-22,587 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 22,149
Change-22,149 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 21,949
Change-21,949 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 21,887
Change-21,887 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 21,658
Change-21,658 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,141
Change-21,141 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,646
Change-20,646 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 20,486
Change-20,486 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 19,877
Change-19,877 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 19,756
Change-19,756 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,167
Change-19,167 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 18,985
Change-18,985 (-100%)
Value—
OV Management LLC
N/A
Shares— from 18,863
Change-18,863 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,721
Change-18,721 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 18,330
Change-18,330 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,037
Change-18,037 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 17,754
Change-17,754 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,016
Change-17,016 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 16,006
Change-16,006 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,708
Change-15,708 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 15,237
Change-15,237 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 13,940
Change-13,940 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,854
Change-13,854 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 13,707
Change-13,707 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,886
Change-12,886 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 12,421
Change-12,421 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,230
Change-12,230 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 11,028
Change-11,028 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,773
Change-10,773 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 10,548
Change-10,548 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 10,462
Change-10,462 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,386
Change-10,386 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,054
Change-10,054 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,585
Change-9,585 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,319
Change-9,319 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,204
Change-9,204 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,496
Change-8,496 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Three Bridge Wealth Advisors, LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,633
Change-7,633 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
CNB Bank
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Main Management LLC
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 952
Change-952 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 764
Change-764 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 530
Change-530 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 447
Change-447 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
10Elms LLP
N/A
Shares— from 400
Change-400 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Motco
N/A
Shares— from 310
Change-310 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Centennial Bank
N/A
Shares— from 209
Change-209 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 197
Change-197 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 156
Change-156 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 156
Change-156 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 85
Change-85 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 61
Change-61 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Ferguson Wellman Capital Management, Inc
DECREASED5,384,8605,496,301-111,441-2%$418.3M$407.2M-$11.1M2026-10-05
Park Avenue Securities LLC
INCREASED3,548,977584,590+2,964,387+507%$44.5M$268.4K-$44.2M2026-10-26
Bank of New York Mellon Corp
INCREASED1,725,482222,202+1,503,280+677%$16.9M$130.5M+$113.6M2026-11-05
Winthrop Advisory Group LLC
INCREASED1,431,5051,382,668+48,837+4%$105.2M$108.3M+$3.0M2026-10-22
Sageworth Trust Co
DECREASED1,361,2721,378,607-17,335-1%$104.9M$102.9M-$2.0M2026-10-30
JB Capital LLC
INCREASED1,143,3175,860+1,137,457+19411%$446.0K$86.5M+$86.0M2026-10-19
Tompkins Financial Corp
INCREASED1,036,823982,891+53,932+5%$74.8M$78.4M+$3.6M2026-10-05
Calamos Wealth Management LLC
DECREASED1,032,2071,038,642-6,435-1%$79.1M$78.1M-$995.5K2026-11-02
Regions Financial Corp
DECREASED980,3861,002,144-21,758-2%$76.3M$74.1M-$2.1M2026-11-05
Tlwm
DECREASED940,060942,276-2,2160%$71.7M$71.1M-$629.3K2026-10-09
Physician Wealth Advisors, Inc.
INCREASED899,823578,518+321,305+56%$44.0M$68.0M+$24.0M2026-10-20
Wesbanco Bank Inc
DECREASED789,596829,770-40,174-5%$63.2M$59.7M-$3.4M2026-11-04
AMG National Trust Bank
DECREASED675,243680,618-5,375-1%$51.8M$51.1M-$740.0K2026-11-05
US Bancorp \de\
INCREASED617,449613,805+3,644+1%$46.7M$46.7M-$25.2K2026-11-05
Truist Financial Corp
INCREASED616,273194,071+422,202+218%$14.8M$46.6M+$31.8M2026-10-30
Horst & Graben Wealth Management LLC
INCREASED580,627287,888+292,739+102%$21.6M$43.9M+$22.3M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED547,037198,583+348,454+175%$15.1M$41.4K-$15.1M2026-11-02
Atria Investments, Inc
INCREASED529,447130,936+398,511+304%$10.0M$40.0M+$30.1M2026-10-15
Abundance Wealth Counselors
INCREASED525,302520,648+4,654+1%$39.6M$39.7M+$96.8K2026-10-26
Kestra Advisory Services, LLC
INCREASED493,425388,452+104,973+27%$29.6M$37.3M+$7.7M2026-11-02
Integrated Advisors Network LLC
INCREASED467,394461,427+5,967+1%$35.1M$35.3M+$225.2K2026-10-20
Capital Investment Advisors, LLC
DECREASED421,651425,907-4,256-1%$32.4M$31.9M-$530.5K2026-10-22
Financial Council, LLC
INCREASED400,664392,461+8,203+2%$29.9M$30.3M+$428.0K2026-11-02
Advus Financial Partners, LLC
DECREASED391,478393,241-1,7630%$29.9M$29.6M-$326.0K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED381,746157,333+224,413+143%$11.9M$28.6M+$16.7M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED362,96367,953+295,010+434%$5.2M$27.4M+$22.3M2026-10-16
Thrivent Financial for Lutherans
INCREASED352,62061,644+290,976+472%$4.7M$26.5M+$21.8M2026-11-05
Madrona Financial Services, LLC
INCREASED323,763294,338+29,425+10%$22.4M$24.5M+$2.1M2026-10-23
CFS Investment Advisory Services, LLC
INCREASED319,451181,150+138,301+76%$13.6M$24.4M+$10.8M2026-10-19
Premier Path Wealth Partners, LLC
DECREASED318,885462,777-143,892-31%$35.2M$24.1M-$11.1M2026-10-16
Assetmark, Inc
INCREASED309,675199,778+109,897+55%$15.2M$23.4M+$8.2M2026-10-21
Golden State Wealth Management, LLC
INCREASED306,242536+305,706+57035%$40.8K$23.2M+$23.1M2026-11-02
Cornerstone Wealth Group, LLC
DECREASED297,760298,550-7900%$22.7M$22.5M-$206.0K2026-11-02
Atwater Malick LLC
INCREASED286,121284,196+1,925+1%$21.6M$21.6M+$6.3K2026-10-15
Arcadia Wealth Management, LLC
INCREASED252,978214,141+38,837+18%$16.3M$19.1M+$2.8M2026-10-22
Commonwealth Equity Services, LLC
INCREASED247,856192,228+55,628+29%$14.6M$18.7M+$4.1M2026-11-02
Stone House Investment Management, LLC
NEW245,933—+245,933——$18.6M—2026-10-23
Citigroup Inc
INCREASED245,211139,345+105,866+76%$10.6M$18.5M+$7.9M2026-11-04
Legacy Private Trust Co.
DECREASED223,643226,336-2,693-1%$17.2M$16.9M-$314.5K2026-10-06
Hobbs Wealth Management, LLC
INCREASED220,291100,223+120,068+120%$7.6M$16.7M+$9.0M2026-10-20
FSA Wealth Partners, Inc.
INCREASED219,358205,056+14,302+7%$15.6M$16.6M+$981.0K2026-10-26
Spire Wealth Management
INCREASED215,931212,797+3,134+1%$16.2M$16.3M+$132.7K2026-10-30
CMH Wealth Management LLC
INCREASED212,065200,223+11,842+6%$15.2M$16.0M+$797.4K2026-10-22
Bailard, Inc.
DECREASED205,699208,194-2,495-1%$15.8M$15.6M-$290.7K2026-10-13
Farther Finance Advisors, LLC
INCREASED202,00568,340+133,665+196%$5.2M$15.3M+$10.1M2026-10-08
State of Michigan Retirement System
NEW197,500—+197,500——$14.9M—2026-10-27
Gen-Wealth Partners Inc
INCREASED193,50886,103+107,405+125%$6.6M$14.6M+$8.1M2026-11-04
Blue Trust, Inc.
INCREASED183,77891,099+92,679+102%$6.9M$13.9M+$7.0M2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
NEW171,977—+171,977——$13.0M—2026-10-13
Diversify Advisory Services, LLC
INCREASED166,56533,132+133,433+403%$2.5M$12.4M+$10.0M2026-10-20
Diversify Wealth Management, LLC
INCREASED166,56533,132+133,433+403%$2.5M$12.4M+$10.0M2026-10-20
Cassia Capital Partners, LLC
DECREASED163,889164,223-3340%$12.5M$12.4M-$105.7K2026-11-04
Creative Planning
DECREASED162,712164,531-1,819-1%$12.5M$12.3M-$218.1K2026-11-02
Trek Financial, LLC
NEW160,814—+160,814——$12.2M—2026-10-29
Trust Co
INCREASED159,480159,412+68+0%$12.1M$12.1M-$73.0K2026-10-09
Cumberland Advisors Inc
DECREASED159,375165,185-5,810-4%$12.6M$12.1M-$520.3K2026-10-30
Swmg, LLC
NEW157,849—+157,849——$11.6M—2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED156,81073,857+82,953+112%$5.6M$11.9M+$6.2M2026-11-03
Lido Advisors, LLC
DECREASED148,288162,410-14,122-9%$12.4M$11.2M-$1.1M2026-11-04
Mirae Asset Global Investments Co., Ltd.
UNCHANGED145,651145,65100%$11.1M$11.0M-$71.4K2026-11-03
Vise Technologies, Inc.
INCREASED140,4347,597+132,837+1749%$578.2K$10.6M+$10.0M2026-10-29
Hopwood Financial Services, Inc.
DECREASED137,213138,864-1,651-1%$10.6M$10.4M-$192.9K2026-10-29
Nisa Investment Advisors, LLC
UNCHANGED135,300135,30000%$10.3M$10.2M-$66.3K2026-10-20
Simplicity Wealth,LLC
INCREASED129,47013,122+116,348+887%$998.8K$9.8M+$8.8M2026-10-23
Onyx Bridge Wealth Group LLC
NEW128,864—+128,864——$9.7M—2026-10-16
Parsons Capital Management Inc
INCREASED126,634123,808+2,826+2%$9.4M$9.6M+$153.0K2026-10-28
Brookstone Capital Management
NEW126,569—+126,569——$9.6M—2026-10-22
Newport Capital Group, LLC
NEW123,850—+123,850——$9.5M—2026-10-16
Sentinel Trust Co LBA
DECREASED123,299123,633-3340%$9.4K$9.3M+$9.3M2026-11-03
Goelzer Investment Management, Inc.
DECREASED122,383124,783-2,400-2%$9.5M$9.3M-$242.6K2026-10-16
Procyon Advisors, LLC
INCREASED118,210107,458+10,752+10%$8.2M$8.9M+$760.5K2026-10-21
Globalt Investments LLC / GA
DECREASED112,855121,980-9,125-7%$9.3M$8.5M-$749.8K2026-10-27
Fifth Third Securities, Inc.
INCREASED108,36514,281+94,084+659%$1.1M$8.2M+$7.1M2026-10-21
Eastern Bank
INCREASED107,035106,718+317+0%$8.1M$8.1M-$28.3K2026-10-05
Sage Financial Group Inc
INCREASED104,876102,415+2,461+2%$7.8M$7.9M+$135.9K2026-10-27
Apella Capital, LLC
DECREASED101,719102,070-3510%$7.7M$7.7M+$7.2K2026-10-08
Bay Harbor Wealth Management, LLC
NEW99,805—+99,805——$7.5M—2026-11-03
Maia Wealth LLC
INCREASED99,43535,880+63,555+177%$2.7M$7.5M+$4.8M2026-10-19
Factory Mutual Insurance Co
UNCHANGED90,00090,00000%$6.8M$6.8M-$44.1K2026-10-30
Lifelong Wealth Advisors, Inc.
INCREASED89,94880,259+9,689+12%$6.1M$6.8M+$693.3K2026-10-19
Strategic Blueprint, LLC
INCREASED89,14548,899+40,246+82%$3.7M$6.7M+$3.0M2026-10-22
Epiq Partners, LLC
INCREASED88,31273,931+14,381+19%$5.6M$6.7M+$1.1M2026-10-07
Stage Harbor Financial, LLC
DECREASED87,84288,140-2980%$6.7M$6.6M-$65.7K2026-11-03
Milestone Asset Management, LLC
INCREASED87,21281,600+5,612+7%$6.2M$6.6M+$384.4K2026-10-15
WealthPoint Financial, LLC
INCREASED86,92748,167+38,760+80%$3.7M$6.6M+$2.9M2026-11-03
City of London Investment Management Co LTD
DECREASED85,600100,000-14,400-14%$7.6M$6.5M-$1.1M2026-10-30
Asempa Wealth Advisors
INCREASED84,77272,557+12,215+17%$5.5M$6.4M+$849.2K2026-10-07
Apeiron RIA LLC
INCREASED84,1069,968+74,138+744%$758.7K$6.3M+$5.6M2026-10-08
Smith & Howard Wealth Management, LLC
INCREASED84,03884,013+25+0%$6.4M$6.4M-$39.3K2026-10-27
Verus Capital Partners, LLC
INCREASED83,88037,964+45,916+121%$2.9M$6.3M+$3.5M2026-11-03
XY Planning Network, Inc.
INCREASED82,88938,452+44,437+116%$2.9M$6.3M+$3.3M2026-10-14
Investment Research Partners LLC
INCREASED82,88080,389+2,491+3%$6.1M$6.3M+$149.0K2026-10-19
Focus Financial Network, Inc.
INCREASED80,25742,452+37,805+89%$3.2M$6.1M+$2.8M2026-10-14
BIP Wealth, LLC
INCREASED79,82779,491+336+0%$6.1M$6.0M-$13.5K2026-10-22
Cobblestone Asset Management LLC
NEW78,243—+78,243——$5.9M—2026-10-13
Sharkey, Howes & Javer
INCREASED76,90674,443+2,463+3%$5.7M$5.8M+$149.8K2026-10-22
SigFig Wealth Management, LLC
INCREASED76,2924,086+72,206+1767%$308.5K$5.8M+$5.5M2026-10-07
WealthPLAN Partners, LLC
INCREASED74,77536,814+37,961+103%$2.8M$5.7M+$2.9M2026-10-15
Alpha Advisors, LLC
INCREASED74,46147,288+27,173+57%$3.6M$5.6M+$2.0M2026-10-19
Signaturefd, LLC
DECREASED73,20573,422-2170%$5.6M$5.5M-$52.4K2026-10-23
MGO One Seven LLC
INCREASED71,91324,479+47,434+194%$1.9M$5.4M+$3.6M2026-10-28
Balefire, LLC
INCREASED71,26235,037+36,225+103%$2.7M$5.4M+$2.7M2026-10-09
Sovran Advisors, LLC
INCREASED71,0603,645+67,415+1850%$269.5K$5.3M+$5.0M2026-11-02
Mission Wealth Management, LP
DECREASED70,26770,304-370%$5.4M$5.3M-$37.3K2026-10-15
Meitav Investment House LTD
INCREASED70,10157,476+12,625+22%$4.4M$5.3M+$926.5K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED68,89732,445+36,452+112%$2.5M$5.2M+$2.7M2026-10-14
PFG Advisors
INCREASED67,33261,694+5,638+9%$4.7M$5.1M+$396.1K2026-10-16
Tempus Wealth Planning, LLC
INCREASED66,61934,871+31,748+91%$2.7M$5.0M+$2.4M2026-10-14
St. Louis Trust Co
DECREASED65,89266,221-3290%$13.0M$5.0M-$8.0M2026-11-03
Elevation Point Wealth Partners, LLC
NEW63,800—+63,800——$4.8M—2026-11-05
Hapanowicz & Associates Financial Services, Inc
INCREASED61,51561,108+407+1%$4.7M$4.7M+$8402026-10-29
VestGen Advisors, LLC
NEW60,667—+60,667——$4.6M—2026-10-27
Quadrant Capital Group LLC
UNCHANGED60,05160,05100%$4.6M$4.5M-$54.0K2026-10-20
Cypress Wealth Services, LLC
NEW59,991—+59,991——$4.6M—2026-10-21
Sageworth Trust Co of South Dakota
DECREASED58,62760,212-1,585-3%$4.6M$4.4M-$149.4K2026-10-30
Certuity, LLC
INCREASED56,04455,225+819+1%$4.2M$4.2M+$34.9K2026-11-02
Choreo, LLC
INCREASED56,00616,624+39,382+237%$1.3M$4.2M+$3.0M2026-10-28
Absolute Capital Management, LLC
NEW55,424—+55,424——$4.2M—2026-10-16
Merkkuri Wealth Advisors LLC
INCREASED55,32728,335+26,992+95%$2.2M$4.2M+$2.0M2026-11-03
Security National Bank
INCREASED54,10247,891+6,211+13%$3.6M$4.1M+$446.2K2026-10-26
CoreCap Advisors, LLC
INCREASED53,60011,814+41,786+354%$899.2K$4.1M+$3.2M2026-10-08
Compound Planning, Inc.
INCREASED53,31829,502+23,816+81%$2.2M$4.0M+$1.8M2026-11-05
Avail Investment Partners, LLC
INCREASED53,02651,816+1,210+2%$3.9M$4.0M+$66.1K2026-10-16
Sutton Place Investors LLC
INCREASED52,12327,092+25,031+92%$2.1M$3.9M+$1.9M2026-10-20
Firethorn Wealth Partners, LLC
INCREASED52,09923,598+28,501+121%$1.8M$3.9M+$2.1M2026-10-14
JFS Wealth Advisors, LLC
INCREASED50,82937,299+13,530+36%$2.8M$3.8M+$1.0M2026-11-03
NTV Asset Management LLC
DECREASED50,42350,573-1500%$3.8M$3.8M-$36.1K2026-10-23
City Holding Co
INCREASED49,53044,320+5,210+12%$3.4M$3.7M+$372.3K2026-10-19
Invested Advisors
DECREASED49,20151,315-2,114-4%$3.9M$3.7M-$185.0K2026-10-23
One Wealth Capital Management, LLC
NEW48,065—+48,065——$3.6M—2026-10-23
Fluent Financial, LLC
DECREASED47,64248,046-404-1%$3.7M$3.6M-$54.1K2026-10-13
Apollon Wealth Management, LLC
NEW45,454—+45,454——$3.4M—2026-10-23
Rose Capital Advisors LLC
NEW44,193—+44,193——$3.3M—2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED44,12744,179-520%$3.4M$3.3M-$25.6K2026-10-09
Csenge Advisory Group
NEW44,026—+44,026——$3.3M—2026-11-04
OAK Family Advisors, LLC
DECREASED43,84745,126-1,279-3%$3.4M$3.3M-$118.8K2026-10-19
Simon Quick Advisors, LLC
DECREASED43,84744,635-788-2%$3.4M$3.3M-$81.5K2026-10-26
Hoxton Planning & Management, LLC
NEW43,381—+43,381——$3.3M—2026-10-15
Symphony Financial, Ltd. Co.
INCREASED42,65040,166+2,484+6%$3.0M$3.2M+$208.2K2026-10-22
Portfolio Resources Advisor Group, Inc.
NEW42,161—+42,161——$3.2M—2026-10-20
Parallel Advisors, LLC
INCREASED41,83724,109+17,728+74%$1.8M$3.2M+$1.3M2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED40,95042,181-1,231-3%$3.2M$3.1M-$113.8K2026-10-22
First National Trust Co
INCREASED40,79935,886+4,913+14%$2.7M$3.1M+$353.9K2026-10-28
Aaron Wealth Advisors LLC
DECREASED39,92241,142-1,220-3%$3.1M$3.0M-$112.4K2026-10-13
Calamos Advisors LLC
INCREASED39,47637,340+2,136+6%$2.8M$3.0M+$143.2K2026-11-02
Central Pacific Bank - Trust Division
DECREASED39,18039,950-770-2%$3.0M$3.0M-$77.8K2026-10-06
LiftPoint Family Wealth Advisors LLC
NEW38,825—+38,825——$2.9M—2026-11-03
Zenith Solutions, Inc.
INCREASED38,44615,453+22,993+149%$1.2M$2.9M+$1.7M2026-10-19
First Citizens Bank & Trust Co
INCREASED37,60136,589+1,012+3%$2.8M$2.8M+$58.6K2026-10-14
ARS Investment Partners, LLC
INCREASED37,56636,117+1,449+4%$2.7M$2.8M+$91.9K2026-11-05
RDA Financial Network
INCREASED37,13619,563+17,573+90%$1.5M$2.8M+$1.3M2026-10-15
Philip James Wealth Mangement, LLC
DECREASED36,81937,648-829-2%$2.9M$2.8M-$81.2K2026-10-27
PKS Advisory Services, LLC
UNCHANGED36,71836,71800%$2.8M$2.8M$02026-10-26
Cassilly Financial Group LLC
INCREASED36,66417,836+18,828+106%$1.4M$2.8M+$1.4M2026-10-07
Nixon Peabody Trust Co
DECREASED36,00136,932-931-3%$2.8M$2.7M-$88.5K2026-10-23
Centurion Wealth Management LLC
INCREASED35,87614,916+20,960+141%$1.1M$2.7M+$1.6M2026-10-13
Encompass Wealth Advisors, LLC
INCREASED35,82418,012+17,812+99%$1.4M$2.7M+$1.3M2026-10-15
Lantz Financial LLC
NEW35,334—+35,334——$2.7M—2026-10-15
Crestwood Advisors Group, LLC
DECREASED35,20136,651-1,450-4%$2.8M$2.7M-$127.6K2026-10-27
Beacon Financial Advisory LLC
INCREASED34,89013,658+21,232+155%$1.0M$2.6M+$1.6M2026-10-16
Prairie Advisory, LLC
INCREASED34,12216,372+17,750+108%$1.2M$2.6M+$1.3M2026-10-19
Fund Evaluation Group, LLC
UNCHANGED33,31633,31600%$2.5M$2.5M-$16.3K2026-11-05
Legacy Advisory Services, LLC
NEW33,103—+33,103——$2.5M—2026-10-20
Allen Investment Management, LLC
UNCHANGED32,98932,98900%$2.5M$2.5M-$16.2K2026-11-03
West Paces Advisors Inc.
INCREASED32,38131,099+1,282+4%$2.4M$2.4M+$81.7K2026-10-13
Parkway Wealth Management Group, LLC
INCREASED32,24511,679+20,566+176%$888.9K$2.4M+$1.5M2026-10-20
Oakworth Capital, Inc.
INCREASED32,05331,852+201+1%$2.4M$2.4M-$4072026-10-26
State of Wyoming
INCREASED31,42424,061+7,363+31%$1.8M$2.4M+$545.0K2026-10-28
Cornerstone Planning Group LLC
INCREASED30,7011,398+29,303+2096%$104.9K$2.3M+$2.2M2026-10-16
Wagner Wealth Management, Corp
INCREASED30,11328,816+1,297+5%$2.2M$2.3M+$84.0K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED29,63219,747+9,885+50%$1.5M$2.2M+$737.8K2026-11-03
Commonwealth Retirement Investments LLC
NEW28,523—+28,523——$2.2M—2026-10-26
Harbor Investment Advisory, LLC
INCREASED27,97027,074+896+3%$2.1M$2.1M+$54.5K2026-10-13
MN Wealth Advisors, LLC
INCREASED27,90312,751+15,152+119%$970.5K$2.1M+$1.1M2026-10-23
Polaris Investment Advisors, LLC
NEW27,851—+27,851——$2.1M—2026-10-20
Retirement Wealth Solutions LLC
NEW27,732—+27,732——$2.1M—2026-10-07
Ascentis Independent Advisors
NEW27,646—+27,646——$2.1M—2026-11-03
Sagespring Wealth Partners, LLC
INCREASED27,54224,745+2,797+11%$1.9M$2.1M+$199.4K2026-10-22
Clear Creek Financial Management, LLC
INCREASED27,3198,996+18,323+204%$684.7K$2.1M+$1.4M2026-10-28
DKM Wealth Management, Inc.
INCREASED26,54625,035+1,511+6%$1.9M$2.0M+$102.0K2026-10-09
Flagship Harbor Advisors, LLC
NEW26,483—+26,483——$2.0M—2026-10-26
Navigation Group, LLC
DECREASED26,11026,165-550%$2.0M$2.0M-$17.0K2026-10-28
B. Riley Wealth Advisors, Inc.
NEW25,949—+25,949——$2.0M—2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED25,8348,942+16,892+189%$680.6K$2.0M+$1.3M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED25,4468,645+16,801+194%$658.0K$1.9M+$1.3M2026-11-05
BridgePort Financial Solutions, LLC
INCREASED24,8436,803+18,040+265%$517.8K$1.9M+$1.4M2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED24,42124,094+327+1%$1.8M$1.8M+$12.9K2026-10-27
Signal Advisors Wealth, LLC
INCREASED24,1219,822+14,299+146%$747.6K$1.8M+$1.1M2026-10-13
Leo Wealth, LLC
NEW23,959—+23,959——$1.8M—2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED23,90120,324+3,577+18%$1.5M$1.8M+$260.5K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED23,82715,218+8,609+57%$1.2M$1.8M+$643.5K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW23,474—+23,474——$1.8M—2026-10-14
Chemung Canal Trust Co
UNCHANGED23,44423,44400%$1.8M$1.8M-$11.5K2026-11-04
Shrier Wealth Management, LLC
DECREASED23,11723,652-535-2%$1.8M$1.7M-$52.0K2026-10-20
Mather Group, Llc.
INCREASED22,6957,346+15,349+209%$559.1K$1.7M+$1.2M2026-10-14
Park Edge Advisors, LLC
INCREASED22,51117,822+4,689+26%$1.4M$1.7M+$345.8K2026-10-28
Orrstown Financial Services Inc
UNCHANGED21,89921,89900%$1.7M$1.7M-$10.7K2026-10-14
Caliber Wealth Management, LLC / KS
INCREASED21,69110,000+11,691+117%$761.1K$1.6M+$879.2K2026-11-04
Sowell Financial Services LLC
INCREASED21,56413,906+7,658+55%$1.1M$1.6M+$572.3K2026-10-23
Midland Wealth Advisors, LLC
DECREASED21,47322,367-894-4%$1.7M$1.6M-$78.6K2026-10-26
Visionary Wealth Advisors
INCREASED21,24919,798+1,451+7%$1.5M$1.6M+$100.0K2026-11-04
Gutierrez Wealth Advisory, LLC
UNCHANGED21,17721,17700%$1.6M$1.6M-$10.4K2026-11-02
Vann Equity Management LLC
INCREASED21,02520,782+243+1%$1.6M$1.6M+$8.2K2026-10-08
LongView Wealth Management
INCREASED20,59714,876+5,721+38%$1.1M$1.6M+$425.3K2026-10-19
SAX Wealth Advisors, LLC
INCREASED20,5154,415+16,100+365%$302.3K$1.6M+$1.2M2026-10-13
First City Capital Management, Inc.
INCREASED20,42117,969+2,452+14%$1.4M$1.5M+$176.6K2026-10-27
OFS Enterprise LLC
DECREASED20,18720,297-110-1%$1.5M$1.5M-$18.3K2026-10-16
Perigon Wealth Management, LLC
INCREASED20,03212,663+7,369+58%$963.8K$1.5M+$551.0K2026-10-22
Fulcrum Equity Management
INCREASED19,9329,313+10,619+114%$708.8K$1.5M+$798.4K2026-10-21
First Heartland Consultants, Inc.
NEW19,897—+19,897——$1.5M—2026-10-08
J.M. Arbour, LLC
NEW19,851—+19,851——$1.5M—2026-11-05
PCG Asset Management, LLC
NEW19,618—+19,618——$1.5M—2026-11-05
Legacy Advisors, LLC
UNCHANGED19,58119,58100%$1.5M$1.5M-$9.6K2026-10-19
Two West Capital Advisors LLC
NEW18,938—+18,938——$1.4M—2026-10-15
Aries Wealth Management
INCREASED18,81315,436+3,377+22%$1.2M$1.4M+$247.8K2026-10-23
Cullen T Bankers, Inc.
INCREASED18,5488,882+9,666+109%$676.0K$1.4M+$726.6K2026-10-28
First Horizon Corp
DECREASED18,17518,238-630%$1.4M$1.4M-$13.7K2026-10-26
Dudley Capital Management, LLC
DECREASED18,09818,134-360%$1.4M$1.4M-$11.6K2026-10-23
Advisor OS, LLC
DECREASED17,42918,157-728-4%$1.4M$1.3M-$64.0K2026-11-03
Mirador Capital Partners LP
INCREASED17,39217,137+255+1%$1.3M$1.3M+$10.9K2026-10-09
Heck Capital Advisors, LLC
DECREASED17,11219,585-2,473-13%$1.5M$1.3M-$196.6K2026-10-14
Power Wealth Management LLC
DECREASED16,73117,223-492-3%$1.3M$1.3M-$45.6K2026-10-27
Creative Financial Designs Inc
INCREASED16,45515,234+1,221+8%$1.2M$1.2M+$84.9K2026-11-04
MSH Capital Advisors LLC
INCREASED16,3408,576+7,764+91%$652.7K$1.2M+$582.9K2026-11-03
Petredis Investment Advisors LLC
DECREASED16,31016,760-450-3%$1.3M$1.2M-$42.2K2026-10-20
Raleigh Capital Management Inc.
NEW16,098—+16,098——$1.2M—2026-10-28
Midwest Trust Co
INCREASED16,09414,665+1,429+10%$1.1M$1.2M+$100.9K2026-10-22
Vista Finance, LLC
INCREASED16,09012,005+4,085+34%$913.7K$1.2M+$303.0K2026-10-23
Elevation Wealth Management LLC
INCREASED16,06113,329+2,732+21%$1.0M$1.2M+$200.1K2026-11-02
Hudson Edge Investment Partners Inc.
INCREASED16,00414,722+1,282+9%$1.1M$1.2M+$89.7K2026-10-28
High Probability Advisors, LLC
UNCHANGED15,90815,90800%$1.2M$1.2M-$7.8K2026-10-19
Latitude Advisors, LLC
INCREASED15,8605,527+10,333+187%$420.7K$1.2M+$778.7K2026-10-27
Alterna Wealth Management, Inc
NEW15,855—+15,855——$1.2M—2026-10-27
Silverlake Wealth Management LLC
INCREASED15,65710,683+4,974+47%$813.1K$1.2M+$370.9K2026-10-21
HB Wealth Management, LLC
INCREASED15,3787,853+7,525+96%$597.7K$1.2M+$565.2K2026-10-23
W Advisors, LLC
NEW14,872—+14,872——$1.1M—2026-11-02
Pinnacle Associates LTD
DECREASED14,84214,864-220%$1.1M$1.1M-$8.9K2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED14,78520,326-5,541-27%$1.5M$1.1M-$429.0K2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED14,15214,158-60%$1.1M$1.1M-$7.4K2026-10-30
Indivisible Partners
INCREASED14,07411,290+2,784+25%$859.3K$1.1M+$205.0K2026-10-26
Single Point Partners, LLC
INCREASED13,67313,393+280+2%$96.0K$95.8K-$2592026-10-19
TD Waterhouse Canada Inc.
DECREASED13,65116,435-2,784-17%$1.2M$1.1M-$166.3K2026-10-16
Crescent Grove Advisors, LLC
INCREASED13,6099,020+4,589+51%$686.5K$1.0M+$342.6K2026-10-21
Oarsman Capital, Inc.
INCREASED13,54312,057+1,486+12%$917.6K$1.0M+$106.5K2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED13,35413,597-243-2%$1.0M$1.0M-$25.0K2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW12,688—+12,688——$958.7K—2026-10-27
Well Done, LLC
INCREASED12,6238,023+4,600+57%$610.6K$954.6K+$343.9K2026-10-20
Lakeshore Capital Group, Inc.
INCREASED12,54212,282+260+2%$934.8K$948.4K+$13.6K2026-10-20
Soltis Investment Advisors LLC
INCREASED12,5166,536+5,980+91%$497.4K$946.4K+$449.0K2026-10-28
Pictet North America Advisors SA
UNCHANGED12,45012,45000%$947.6K$941.5K-$6.1K2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED12,30112,267+34+0%$933.6K$930.2K-$3.5K2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
DECREASED11,78611,808-220%$898.7K$891.2K-$7.4K2026-10-23
Interchange Capital Partners, LLC
NEW11,765—+11,765——$884.6K—2026-10-28
Weil Company, Inc.
UNCHANGED11,73211,73200%$892.9K$887.2K-$5.7K2026-10-14
Avestar Capital, LLC
INCREASED11,7097,838+3,871+49%$596.6K$885.4K+$288.9K2026-10-28
Chicago Partners Investment Group LLC
INCREASED11,6933,872+7,821+202%$287.7K$859.3K+$571.6K2026-10-27
Joel Adams & Associates, Inc.
UNCHANGED11,67411,67400%$888.5K$882.8K-$5.7K2026-11-02
Able Financial Group, LLC
UNCHANGED11,60811,60800%$883.5K$877.8K-$5.7K2026-10-14
Semus Wealth Partners LLC
NEW11,473—+11,473——$867.6K—2026-10-22
Canopy Partners, LLC
UNCHANGED11,43611,43600%$870.4K$864.8K-$5.6K2026-10-28
M Holdings Securities, Inc.
NEW11,430—+11,430——$844—2026-11-03
Essential Investment Partners LLC
UNCHANGED11,20011,20000%$852.4K$846.9K-$5.5K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED11,12514,144-3,019-21%$1.1M$841.3K-$235.3K2026-10-13
Lavelle Capital LP
UNCHANGED10,73310,73300%$816.9K$811.6K-$5.3K2026-11-03
Private Trust Co NA
INCREASED10,7235,533+5,190+94%$421.1K$810.9K+$389.8K2026-10-20
Magnus Financial Group LLC
INCREASED10,6759,778+897+9%$744.2K$807.3K+$63.0K2026-10-21
Omni 360 Wealth, Inc.
INCREASED10,6589,909+749+8%$754.2K$806.0K+$51.8K2026-10-13
Flagstar Securities, Inc
INCREASED10,65610,168+488+5%$773.9K$805.8K+$31.9K2026-10-15
Carmel Capital Partners, LLC
NEW10,587—+10,587——$800.6K—2026-11-03
Beacon Financial Group
INCREASED10,5765,533+5,043+91%$421.1K$799.8K+$378.6K2026-10-19
Meridian Wealth Management, LLC
UNCHANGED10,54710,54700%$802.7K$797.6K-$5.2K2026-11-05
LifeSteps Financial, Inc.
INCREASED10,4891,061+9,428+889%$80.8K$793.2K+$712.4K2026-10-15
Palatine Hill Wealth Management, LLC
INCREASED10,18910,167+22+0%$773.8K$770.5K-$3.3K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
INCREASED9,9182,818+7,100+252%$214.5K$750.0K+$535.5K2026-10-16
McAdam, LLC
UNCHANGED9,6869,68600%$737.2K$732.5K-$4.7K2026-10-21
BCU Wealth Advisors, LLC
NEW9,633—+9,633——$728.4K—2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED9,5925,491+4,101+75%$417.9K$725.3K+$307.4K2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED9,5159,525-100%$725.0K$719.5K-$5.4K2026-10-15
Fulton Bank, N.A.
DECREASED9,47415,609-6,135-39%$1.2M$716.4K-$471.6K2026-10-14
October Effect Ltd
DECREASED9,4469,791-345-4%$745.2K$714.3K-$30.9K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED9,42010,532-1,112-11%$801.6K$712.3K-$89.3K2026-10-06
Sepio Capital, LP
INCREASED9,4167,867+1,549+20%$598.8K$712.0K+$113.3K2026-10-22
Brighton Jones LLC
INCREASED9,3058,325+980+12%$633.6K$703.6K+$70.0K2026-11-03
Philadelphia Trust Co
UNCHANGED9,1159,11500%$694.0K$689.0K-$5.0K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED9,08926,505-17,416-66%$2.0M$687.3K-$1.3M2026-10-08
Greenwood Capital Associates LLC
UNCHANGED9,0009,00000%$685.0K$680.6K-$4.4K2026-10-27
WBH Advisory Inc
DECREASED8,9349,723-789-8%$740.0K$675.6K-$64.4K2026-11-05
Quartz Partners, LLC
NEW8,812—+8,812——$666.3K—2026-11-03
New England Professional Planning Group Inc.
UNCHANGED8,8018,80100%$669.9K$665.6K-$4.3K2026-10-29
Cynosure Group, LLC
UNCHANGED8,7948,79400%$669.3K$665.0K-$4.3K2026-11-03
StoneX Group Inc.
INCREASED8,4404,839+3,601+74%$368.3K$638.2K+$269.9K2026-11-03
Gladwyn Financial Advisors, Inc.
UNCHANGED8,3978,39700%$639.1K$635.0K-$4.1K2026-10-05
Midwest Financial Network, LLC
INCREASED8,3237,291+1,032+14%$554.9K$629.4K+$74.5K2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED8,3008,30000%$631.7K$627.6K-$4.1K2026-10-21
Cape Investment Advisory, Inc.
INCREASED8,217150+8,067+5378%$11.4K$621.4K+$610.0K2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED8,1809,374-1,194-13%$713.5K$618.6K-$94.9K2026-10-30
Cahaba Wealth Management, Inc.
UNCHANGED8,0698,06900%$614.1K$610.2K-$4.0K2026-10-26
Legacy Wealth Partners, LLC
NEW8,039—+8,039——$607.9K—2026-10-15
Smart Wealth LLC
NEW7,991—+7,991——$604.3K—2026-11-04
Phillips Financial Management, LLC
UNCHANGED7,9517,95100%$605.2K$601.3K-$3.9K2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED7,9387,970-320%$606.6K$600.3K-$6.4K2026-10-26
Highland Capital Management, LLC
DECREASED7,74616,596-8,850-53%$1.3M$585.8K-$677.4K2026-10-26
Morangie Management LLC
UNCHANGED7,6817,68100%$584.6K$580.8K-$3.8K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED7,6643,963+3,701+93%$301.6K$579.6K+$277.9K2026-10-23
Washington Capital Management, Inc
DECREASED7,57411,056-3,482-31%$841.5K$572.7K-$268.7K2026-10-19
BigSur Wealth Management LLC
UNCHANGED7,5007,50000%$570.8K$567.2K-$3.7K2026-10-13
Eagle Strategies LLC
DECREASED7,4787,578-100-1%$576.7K$565.5K-$11.3K2026-10-16
IFP Advisors, Inc
INCREASED7,4425,463+1,979+36%$415.8K$562.8K+$147.0K2026-10-16
Citizens Financial Group Inc
INCREASED7,4314,431+3,000+68%$337.2K$561.9K+$224.7K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED7,4177,747-330-4%$589.7K$560.9K-$28.8K2026-10-30
Koshinski Asset Management, Inc.
INCREASED7,3156,953+362+5%$529.2K$553.2K+$24.0K2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED7,1263,364+3,762+112%$256.0K$538.8K+$282.8K2026-10-16
Nottingham Advisors, Inc.
INCREASED7,1257,100+25+0%$523.6K$535.5K+$12.0K2026-10-29
Woodmont Investment Counsel LLC
UNCHANGED7,1007,10000%$540.4K$536.9K-$3.5K2026-10-29
Michels Family Financial, LLC
DECREASED7,0327,102-70-1%$540.5K$531.8K-$8.7K2026-11-02
PUREfi Wealth, LLC
INCREASED7,0133,270+3,743+114%$248.9K$530.4K+$281.4K2026-10-19
Silvia Mccoll Wealth Management, LLC
UNCHANGED7,0007,00000%$532.8K$529.3K-$3.4K2026-10-07
Williams & Novak Wealth Management, LLC
DECREASED6,9658,565-1,600-19%$651.9K$526.7K-$125.2K2026-10-09
Atlatl Advisers LLC
INCREASED6,9472,365+4,582+194%$180.0K$525.3K+$345.3K2026-10-22
Isthmus Partners, LLC
UNCHANGED6,9376,93700%$528.0K$524.6K-$3.4K2026-10-21
Lockerman Financial Group, Inc.
NEW6,906—+6,906——$522.2K—2026-10-19
O'Connor Financial Group LLC
INCREASED6,8916,805+86+1%$518.0K$521.1K+$3.2K2026-10-26
Naples Global Advisors, LLC
UNCHANGED6,8706,87000%$522.9K$519.5K-$3.4K2026-11-05
West Branch Capital LLC
UNCHANGED6,8156,81500%$518.7K$515.4K-$3.3K2026-10-20
Plan A Wealth LLC
INCREASED6,7465,866+880+15%$446.5K$510.2K+$63.7K2026-10-08
Sigma Planning Corp
INCREASED6,7414,763+1,978+42%$362.5K$509.7K+$147.3K2026-10-23
Proathlete Wealth Management LLC
UNCHANGED6,7126,71200%$510.9K$507.6K-$3.3K2026-10-15
Archer Investment Management, LLC
NEW6,570—+6,570——$496.8K—2026-10-13
EverSource Wealth Advisors, LLC
INCREASED6,519905+5,614+620%$68.9K$493.0K+$424.1K2026-11-04
Fragasso Financial Advisors Inc
INCREASED6,3936,027+366+6%$458.7K$482.5K+$23.8K2026-10-13
Nordwand Advisors, LLC
UNCHANGED6,3356,33500%$482.2K$479.1K-$3.1K2026-11-05
Kelly Financial Services LLC
NEW6,261—+6,261——$473.5K—2026-10-20
OpenArc Corporate Advisory, LLC
DECREASED6,2116,466-255-4%$492.1K$469.7K-$22.5K2026-10-21
Financial Perspectives, Inc
INCREASED6,134712+5,422+762%$54.2K$463.9K+$409.7K2026-11-03
Gables Capital Management Inc.
UNCHANGED6,1006,10000%$464.3K$461.3K-$3.0K2026-11-04
Aegis Wealth Management, Inc.
NEW5,946—+5,946——$449.6K—2026-10-26
Forum Financial Management, LP
INCREASED5,9185,724+194+3%$435.7K$447.5K+$11.9K2026-10-16
First Business Financial Services, Inc.
UNCHANGED5,9055,90500%$449.4K$446.5K-$2.9K2026-10-29
Kestra Investment Management, LLC
DECREASED5,7115,799-88-2%$441.3K$431.8K-$9.5K2026-11-04
Trinity Wealth Management, LLC
NEW5,699—+5,699——$431.0K—2026-10-13
Landaas & Co
UNCHANGED5,6605,66000%$430.8K$428.0K-$2.8K2026-10-29
Stirlingshire Investments, Inc.
NEW5,432—+5,432——$410.8K—2026-11-05
Platform Technology Partners
NEW5,381—+5,381——$406.9K—2026-11-02
Guardsman Private Capital Management, Inc.
UNCHANGED5,3515,35100%$407.3K$404.6K-$2.6K2026-10-19
Western Financial Corp
NEW5,246—+5,246——$396.7K—2026-10-14
Buttonwood Financial Group, LLC
NEW5,156—+5,156——$393.8K—2026-10-16
Waldron Private Wealth LLC
UNCHANGED5,0315,03100%$382.9K$380.4K-$2.5K2026-11-02
Symmetry Partners, LLC
NEW5,009—+5,009——$378.8K—2026-10-27
Angeles Wealth Management, LLC
INCREASED5,0071,548+3,459+223%$117.8K$378.6K+$260.8K2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW4,942—+4,942——$373.7K—2026-10-16
Accelerate Investment Advisors LLC
NEW4,940—+4,940——$373.6K—2026-11-02
Keybank National Association
DECREASED4,8905,210-320-6%$396.5K$369.8K-$26.8K2026-11-04
J.Safra Asset Management Corp
INCREASED4,8893,741+1,148+31%$284.7K$369.7K+$85.0K2026-11-03
Gamma Investing LLC
INCREASED4,8314,680+151+3%$356.2K$365.3K+$9.1K2026-10-08
Frank, Rimerman Advisors LLC
UNCHANGED4,8294,82900%$367.5K$365.2K-$2.4K2026-10-16
Guidance Point Advisors, LLC
UNCHANGED4,7924,79200%$365.2K$362.8K-$2.4K2026-10-15
Maple Capital Management, Inc.
DECREASED4,7795,047-268-5%$384.1K$361.4K-$22.7K2026-11-02
Camelot Technology Advisors, Inc.
UNCHANGED4,7704,77000%$363.1K$360.7K-$2.3K2026-10-09
Adelphi Trust Co
INCREASED4,7474,537+210+5%$345.3K$359.0K+$13.7K2026-10-05
Oregon Pacific Wealth Management, LLC
NEW4,717—+4,717——$356.7K—2026-10-20
Simplex Trading, LLC
INCREASED4,6974,484+213+5%$341.3K$355.2K+$13.9K2026-11-04
South Shore Capital Advisors
INCREASED4,6923,637+1,055+29%$276.8K$354.8K+$78.0K2026-10-20
Claro Advisors Inc.
UNCHANGED4,6364,63600%$352.9K$350.6K-$2.3K2026-11-02
Spinnaker Investment Group, LLC
NEW4,628—+4,628——$350.0K—2026-10-13
Wedbush Securities Inc
NEW4,613—+4,613——$349—2026-10-22
Old National Bancorp
UNCHANGED4,6004,60000%$350.1K$347.9K-$2.3K2026-10-20
Euro Pacific Asset Management, LLC
NEW4,556—+4,556——$344.5K—2026-11-03
Patten & Patten Inc
NEW4,556—+4,556——$344.5K—2026-10-26
Shira Ridge Wealth Management
NEW4,500—+4,500——$340.3K—2026-10-09
Kaizen Financial Strategies
UNCHANGED4,4204,42000%$331.5K$334.2K+$2.8K2026-10-09
Curated Wealth Partners LLC
INCREASED4,3293,557+772+22%$270.7K$327.4K+$56.6K2026-10-15
Aviance Capital Partners, LLC
UNCHANGED4,3104,31000%$328.0K$325.9K-$2.1K2026-10-29
AA Financial Advisors, LLC
NEW4,220—+4,220——$319.1K—2026-10-19
Blue Square Asset Management, LLC
UNCHANGED4,1004,10000%$312.1K$310.0K-$2.0K2026-11-02
Opulen Financial Group LLC
INCREASED4,0824,012+70+2%$305.4K$308.7K+$3.3K2026-10-22
RCS Financial Planning, LLC
NEW4,035—+4,035——$305.1K—2026-10-14
Valeo Financial Advisors, LLC
DECREASED4,0305,711-1,681-29%$434.7K$304.7K-$129.9K2026-10-08
Kelsey Financial, LLC
UNCHANGED4,0304,03000%$306.7K$304.7K-$2.0K2026-10-28
TD Private Client Wealth LLC
DECREASED4,0244,027-30%$306.5K$304.3K-$2.2K2026-10-28
RFG Advisory, LLC
DECREASED3,9476,324-2,377-38%$481.3K$298.4K-$182.9K2026-11-03
World Equity Group, Inc.
NEW3,942—+3,942——$298.1K—2026-10-14
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED3,9303,93000%$299.1K$297.2K-$1.9K2026-10-30
Syntax Research, Inc.
DECREASED3,87922,434-18,555-83%$1.7M$293.3K-$1.4M2026-11-04
Insight Wealth Strategies, LLC
UNCHANGED3,8783,87800%$290.8K$293.3K+$2.4K2026-10-09
Tennessee Valley Asset Management Partners
NEW3,833—+3,833——$289.8K—2026-11-03
Donor Advised Charitable Giving, Inc.
DECREASED3,8193,947-128-3%$300.4K$288.8K-$11.6K2026-10-28
Bensler, LLC
UNCHANGED3,7573,75700%$286.0K$284.1K-$1.8K2026-11-05
Monument Capital Management
UNCHANGED3,7473,74700%$285.2K$283.3K-$1.8K2026-10-09
Forvis Mazars Wealth Advisors, LLC
UNCHANGED3,6523,65200%$278.0K$276.2K-$1.8K2026-10-13
Councilmark Asset Management, LLC
UNCHANGED3,6503,65000%$277.8K$276.0K-$1.8K2026-10-20
Sterling Investment Counsel, LLC
UNCHANGED3,6103,61000%$274.8K$273.0K-$1.8K2026-10-19
Acorn Wealth Advisors, LLC
DECREASED3,5734,822-1,249-26%$367.0K$270.2K-$96.8K2026-10-19
Trail Ridge Investment Advisors, LLC
NEW3,560—+3,560——$269.2K—2026-10-16
Laurel OAK Wealth Management, LLC
UNCHANGED3,5523,55200%$270.3K$268.6K-$1.7K2026-10-19
Harfst & Associates, Inc.
NEW3,510—+3,510——$265.4K—2026-10-20
Fogel Capital Management, Inc.
UNCHANGED3,4303,43000%$261.1K$259.4K-$1.7K2026-11-04
Wealthcare Advisory Partners LLC
NEW3,421—+3,421——$258.7K—2026-10-21
Berman McAleer LLC
UNCHANGED3,4103,41000%$259.5K$257.9K-$1.7K2026-10-16
Valen Private Capital, LLC
NEW3,379—+3,379——$255.5K—2026-10-23
Summit Place Financial Advisors, LLC
NEW3,310—+3,310——$250.3K—2026-10-23
Norris Perne & French LLP
UNCHANGED3,2433,24300%$246.8K$245.2K-$1.6K2026-10-23
Veracity Capital LLC
NEW3,232—+3,232——$244.4K—2026-10-08
First Financial Bank - Trust Division
DECREASED3,2023,758-556-15%$286.0K$242.1K-$43.9K2026-10-01
SWP Financial LLC
DECREASED3,0963,097-10%$235.7K$234.2K-$1.6K2026-10-23
Breakwater Capital Group
DECREASED3,0833,224-141-4%$245.4K$233.1K-$12.3K2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED3,0303,03000%$230.6K$229.1K-$1.5K2026-10-16
Saxon Interests, Inc.
DECREASED3,0015,630-2,629-47%$428.5K$226.9K-$201.6K2026-10-26
Opal Wealth Advisors, LLC
NEW2,870—+2,870——$217.0K—2026-10-16
Larson Financial Group LLC
DECREASED2,8564,414-1,558-35%$335.9K$216.0K-$119.9K2026-11-05
Riverwater Partners LLC
DECREASED2,8403,422-582-17%$260.4K$214.7K-$45.7K2026-11-03
Sound Financial Strategies Group, LLC
UNCHANGED2,8222,82200%$214.8K$213.4K-$1.4K2026-10-30
Mountain Pacific Investment Advisers LLC
NEW2,810—+2,810——$212.5K—2026-10-29
Insight Wealth Partners, LLC
UNCHANGED2,7842,78400%$211.9K$210.5K-$1.4K2026-10-26
Keystone Wealth Services, LLC
NEW2,768—+2,768——$210.8K—2026-11-03
Legacy CG, LLC
NEW2,761—+2,761——$208.8K—2026-10-30
Mesirow Financial Investment Management, Inc.
NEW2,753—+2,753——$208.2K—2026-11-05
AlphaCore Capital LLC
DECREASED2,7122,736-24-1%$208.3K$205.1K-$3.2K2026-11-04
Investors Asset Management of Georgia Inc
NEW2,700—+2,700——$204.2K—2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED2,6982,69800%$205.3K$204.0K-$1.3K2026-10-23
Kerusso Capital Management LLC
UNCHANGED2,6822,68200%$204.1K$202.8K-$1.3K2026-10-27
Annex Advisory Services, LLC
NEW2,670—+2,670——$201.9K—2026-10-16
Signature Equity Partners, LLC
INCREASED2,6041,696+908+54%$129.1K$196.9K+$67.8K2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED2,3642,36400%$86.1K$85.1K-$1.0K2026-11-04
Montgomery Financial Services LLC
NEW2,034—+2,034——$153.8K—2026-11-03
Independence Bank of Kentucky
UNCHANGED1,8761,87600%$142.8K$141.9K-$9192026-10-26
Strengthening Families & Communities, LLC
INCREASED1,5941,216+378+31%$92.5K$120.5K+$28.0K2026-10-21
Heritage Family Offices, LLP
NEW1,523—+1,523——$115.2K—2026-11-02
Lloyd Advisory Services, Llc.
INCREASED1,05916+1,043+6519%$1.2K$80.1K+$78.9K2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED1,0001,00000%$76.1K$75.6K-$4902026-10-30
CX Institutional
UNCHANGED96096000%$73$73$02026-10-02
Grove Bank & Trust
DECREASED930935-5-1%$71.2K$70.3K-$8362026-10-08
Silver Grove Financial Group, Inc.
INCREASED886292+594+203%$22.2K$67.0K+$44.8K2026-11-05
Montag A & Associates Inc
UNCHANGED85985900%$65.4K$65.0K-$4212026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED69769700%$53$53$02026-10-27
Archer Investment Corp
INCREASED683618+65+11%$47.0K$51.6K+$4.6K2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED68168100%$51.8K$51.5K-$3342026-10-16
Team Financial Group, LLC
NEW635—+635——$48.0K—2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED58158100%$44.2K$43.9K-$2852026-10-27
TFC Financial Management, Inc.
DECREASED529568-39-7%$43.2K$40.0K-$3.2K2026-10-26
Breakwater Investment Management
DECREASED5101,155-645-56%$87.9K$38.6K-$49.3K2026-10-20
Rossmore Private Capital
UNCHANGED50050000%$38.1K$37.8K-$2452026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED49949900%$38.0K$37.7K-$2452026-11-03
Mascoma Wealth Management LLC
UNCHANGED46546500%$35.4K$35.2K-$2282026-10-23
Key Capital Management, Inc
INCREASED430259+171+66%$19.7K$32.5K+$12.8K2026-11-03
Acumen Wealth Advisors, LLC
DECREASED409724-315-44%$55.1K$30.9K-$24.2K2026-11-05
Laurel Wealth Advisors LLC
NEW340—+340——$25.7K—2026-10-27
Granite FO LLC
NEW325—+325——$24.6K—2026-10-14
Armstrong Advisory Group, Inc
INCREASED286264+22+8%$20.1K$21.6K+$1.5K2026-10-09
Ashton Thomas Securities, LLC
NEW264—+264——$20.0K—2026-10-26
Covestor Ltd
UNCHANGED24424400%$19$18-$12026-10-30
Lanark Financial, Inc.
INCREASED200157+43+27%$11.9K$15.1K+$3.2K2026-10-26
Noble Wealth Management PBC
UNCHANGED20020000%$15.2K$15.1K-$982026-10-01
Cranbrook Wealth Management, LLC
UNCHANGED17517500%$13.3K$13.2K-$862026-10-28
Rossby Financial, LCC
NEW170—+170——$12.8K—2026-11-05
CKW Financial Group
INCREASED164106+58+55%$8.0K$12-$8.0K2026-10-29
Arcadia Investment Advisors LLC
UNCHANGED14514500%$11.0K$11.0K-$712026-10-13
Morling Financial Advisors, LLC
NEW138—+138——$10.4K—2026-10-28
EPG Wealth Management LLC
UNCHANGED11711700%$8.9K$8.8K-$572026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED11611600%$8.8K$8.8K-$572026-10-15
Pioneer Family Office, LLC
UNCHANGED11011000%$8.4K$8.3K-$542026-10-30
Asset Dedication, LLC
UNCHANGED777700%$5.9K$5.8K-$382026-11-03
Bokf, NA
UNCHANGED747400%$5.6K$5.6K-$362026-10-27
Capital Investment Advisory Services, LLC
INCREASED4129+12+41%$2.2K$3.1K+$8842026-10-30
Gilpin Wealth Management, LLC
NEW32—+32——$2.4K—2026-10-09
Bfsg, LLC
UNCHANGED323200%$2.4K$2.4K-$162026-10-30
Nfsg Corp
UNCHANGED272700%$2.1K$2.1K-$142026-10-15
Pflug Koory, LLC
UNCHANGED262600%$2.0K$1.9K-$122026-10-26
Meriwether Wealth & Planning, LLC
NEW25—+25——$1.9K—2026-10-13
Compass Financial Management LLC
NEW20—+20——$1.5K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED161600%$1.2K$1.2K-$82026-10-27
NBT Bank, N.A.
UNCHANGED151500%$1.1K$1.1K-$82026-10-21
FFG Partners, LLC
CLOSED0184,025-184,025-100%$14.0M$0-$14.0M2026-10-15
Todd Asset Management LLC
CLOSED0133,091-133,091-100%$10.1M$0-$10.1M2026-10-27
FFG Retirement Advisors LLC
CLOSED048,429-48,429-100%$3.7M$0-$3.7M2026-10-20
Axxcess Wealth Management, LLC
CLOSED021,740-21,740-100%$1.7M$0-$1.7M2026-10-21
Convergence Financial, LLC
CLOSED04,418-4,418-100%$336.3K$0-$336.3K2026-10-27
Canvas Wealth Advisors, LLC
CLOSED02,913-2,913-100%$221.7K$0-$221.7K2026-11-02
MCF Advisors LLC
CLOSED02,605-2,605-100%$198.3K$0-$198.3K2026-10-28
Activest Wealth Management
CLOSED02,278-2,278-100%$173.4K$0-$173.4K2026-10-15
International Assets Investment Management, LLC
CLOSED0466-466-100%$35.0K$0-$35.0K2026-11-02
Cedar Mountain Advisors, LLC
CLOSED0261-261-100%$19.9K$0-$19.9K2026-10-15
Bank of America Corp
N/A—6,909,754-6,909,754-100%$525.9M———
Morgan Stanley
N/A—6,762,295-6,762,295-100%$514.7M———
BlackRock, Inc.
N/A—4,661,274-4,661,274-100%$354.8M———
UBS Group AG
N/A—3,525,825-3,525,825-100%$268.4M———
Envestnet Asset Management Inc
N/A—2,621,489-2,621,489-100%$199.5M———
JPMorgan Chase & Co
N/A—2,602,699-2,602,699-100%$196.5M———
Koss-Olinger Consulting, LLC
N/A—2,207,262-2,207,262-100%$168.0M———
Ameriprise Financial Inc
N/A—2,055,783-2,055,783-100%$156.4M———
Focus Partners Wealth
N/A—1,895,268-1,895,268-100%$144.2M———
German American Bancorp, Inc.
N/A—1,776,727-1,776,727-100%$135.2M———
Cerity Partners LLC
N/A—1,658,498-1,658,498-100%$126.2M———
LPL Financial LLC
N/A—1,593,393-1,593,393-100%$121.3M———
Jane Street Group, LLC
N/A—1,474,488-1,474,488-100%$112.2M———
Sand Hill Global Advisors, LLC
N/A—1,291,719-1,291,719-100%$98.3M———
Wealthspire Advisors, LLC
N/A—1,180,155-1,180,155-100%$89.8M———
Glenmede Trust Co NA
N/A—1,089,303-1,089,303-100%$82.9M———
Wells Fargo & Company
N/A—1,058,551-1,058,551-100%$80.6M———
Captrust Financial Advisors
N/A—915,931-915,931-100%$69.7M———
Waverly Advisors, LLC
N/A—734,273-734,273-100%$55.9M———
Federation des caisses Desjardins du Quebec
N/A—711,356-711,356-100%$54.1M———
Goldman Sachs Group Inc
N/A—685,833-685,833-100%$52.2M———
Johnson Financial Group, Inc.
N/A—675,748-675,748-100%$51.4M———
Cetera Investment Advisers
N/A—661,607-661,607-100%$50.4M———
WHI Trust Co LLC
N/A—551,632-551,632-100%$42.0M———
Franklin Resources Inc
N/A—530,928-530,928-100%$40.4M———
Raymond James Financial Inc
N/A—527,232-527,232-100%$40.1M———
Royal Bank of Canada
N/A—520,297-520,297-100%$39.6M———
O'shaughnessy Asset Management, LLC
N/A—487,433-487,433-100%$37.1M———
Itau Unibanco Holding S.A.
N/A—486,100-486,100-100%$37.0M———
Alliancebernstein L.P.
N/A—484,021-484,021-100%$33.1M———
Osaic Holdings, Inc.
N/A—474,488-474,488-100%$36.1M———
Blair William & Co
N/A—471,227-471,227-100%$35.9M———
MML Investors Services, LLC
N/A—461,045-461,045-100%$35.1M———
Resolute Advisors LLC
N/A—459,272-459,272-100%$35.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—455,763-455,763-100%$34.7M———
Bank of Montreal
N/A—432,859-432,859-100%$32.9M———
Huntington National Bank
N/A—429,621-429,621-100%$32.7M———
Ensign Peak Advisors, Inc
N/A—401,044-401,044-100%$30.5M———
Sequoia Financial Advisors, LLC
N/A—383,334-383,334-100%$29.2M———
Brown Advisory Inc
N/A—375,076-375,076-100%$28.5M———
King Luther Capital Management Corp
N/A—373,313-373,313-100%$28.4M———
Pathstone Holdings, LLC
N/A—335,085-335,085-100%$25.5M———
HighTower Advisors, LLC
N/A—327,576-327,576-100%$24.9M———
Heritage Wealth Advisors
N/A—308,971-308,971-100%$23.5M———
Merit Financial Group, LLC
N/A—301,412-301,412-100%$22.9M———
Jennison Associates LLC
N/A—296,085-296,085-100%$22.5M———
Wellington Management Group LLP
N/A—293,334-293,334-100%$22.3M———
Gotham Asset Management, LLC
N/A—291,901-291,901-100%$22.2M———
Fifth Third Bancorp
N/A—288,379-288,379-100%$21.9M———
Clearstead Advisors, LLC
N/A—285,463-285,463-100%$21.7M———
Janney Montgomery Scott LLC
N/A—284,351-284,351-100%$21.6M———
BNP Paribas Financial Markets
N/A—270,792-270,792-100%$20.6M———
Mariner, LLC
N/A—263,933-263,933-100%$20.1M———
NewEdge Advisors, LLC
N/A—262,509-262,509-100%$20.0M———
Rockefeller Capital Management L.P.
N/A—253,532-253,532-100%$19.3M———
Lazard Asset Management LLC
N/A—252,788-252,788-100%$19.2M———
One Wealth Advisors, LLC
N/A—222,260-222,260-100%$16.9M———
Whittier Trust Co
N/A—214,683-214,683-100%$16.4M———
Granite Bay Wealth Management, LLC
N/A—208,191-208,191-100%$15.8M———
Mercer Global Advisors Inc
N/A—206,468-206,468-100%$15.7M———
FMR LLC
N/A—200,738-200,738-100%$15.3M———
Price T Rowe Associates Inc
N/A—198,150-198,150-100%$15.1M———
IEQ Capital, LLC
N/A—195,596-195,596-100%$14.9M———
Pitcairn Wealth Advisors LLC
N/A—179,937-179,937-100%$13.7M———
Kintra Wealth, LLC
N/A—176,942-176,942-100%$13.8M———
Stifel Financial Corp
N/A—166,228-166,228-100%$12.7M———
Thornburg Investment Management Inc
N/A—163,166-163,166-100%$12.4M———
Beacon Pointe Advisors, LLC
N/A—161,245-161,245-100%$12.3M———
Mayflower Financial Advisors, LLC
N/A—143,228-143,228-100%$10.9M———
Iconiq Capital, LLC
N/A—139,999-139,999-100%$10.7M———
Osborne Partners Capital Management, LLC
N/A—136,270-136,270-100%$10.4M———
First National Bank of Omaha
N/A—135,628-135,628-100%$10.2M———
Arcus Capital Partners, LLC
N/A—131,881-131,881-100%$10.0M———
AE Wealth Management LLC
N/A—129,848-129,848-100%$9.9M———
Midwestern Financial, LLC
N/A—127,559-127,559-100%$9.7M———
Envestnet Portfolio Solutions, Inc.
N/A—126,808-126,808-100%$9.7M———
Martin & Co Inc
N/A—125,108-125,108-100%$9.5M———
Johnson Investment Counsel Inc
N/A—123,648-123,648-100%$9.4M———
CIBC Bancorp USA Inc.
N/A—122,027-122,027-100%$9.3M———
DRW Securities, LLC
N/A—119,531-119,531-100%$9.1M———
Advisory Services Network, LLC
N/A—118,529-118,529-100%$9.0M———
Orion Porfolio Solutions, LLC
N/A—118,365-118,365-100%$9.0M———
Coldstream Capital Management Inc
N/A—110,022-110,022-100%$8.4M———
Sanctuary Advisors, LLC
N/A—107,737-107,737-100%$8.2M———
Clarendon Private LLC
N/A—105,929-105,929-100%$8.1M———
Steward Partners Investment Advisory, LLC
N/A—102,994-102,994-100%$7.8M———
Northwestern Mutual Wealth Management Co
N/A—99,905-99,905-100%$7.6M———
Rhumbline Advisers
N/A—95,199-95,199-100%$7.2M———
M1 Capital Management LLC
N/A—94,725-94,725-100%$7.2M———
Atlantic Union Bankshares Corp
N/A—92,408-92,408-100%$7.0M———
SSI Investment Management LLC
N/A—90,018-90,018-100%$6.9M———
Equitable Holdings, Inc.
N/A—88,072-88,072-100%$6.7M———
Belpointe Asset Management LLC
N/A—86,989-86,989-100%$6.6M———
Lowe Brockenbrough & Co Inc
N/A—86,156-86,156-100%$6.6M———
Coppell Advisory Solutions LLC
N/A—85,904-85,904-100%$1.0K———
Quantinno Capital Management LP
N/A—84,901-84,901-100%$6.5M———
Marex Group Ltd
N/A—84,232-84,232-100%$6.4M———
Waterloo Capital, L.P.
N/A—84,173-84,173-100%$6.4M———
Curtis Wealth Management LLC
N/A—82,628-82,628-100%$6.3M———
Insigneo Advisory Services, LLC
N/A—82,012-82,012-100%$6.2M———
Hancock Whitney Corp
N/A—81,496-81,496-100%$6.2M———
Adams Wealth Management
N/A—80,695-80,695-100%$6.1M———
CacheTech Inc.
N/A—80,695-80,695-100%$6.1M———
Summitpoint Capital Management
N/A—79,242-79,242-100%$6.0M———
Ehrenkranz Partners L.P.
N/A—78,989-78,989-100%$6.0M———
&partners
N/A—77,481-77,481-100%$6.0M———
Connable Office Inc
N/A—77,461-77,461-100%$5.9M———
Ballentine Partners, LLC
N/A—76,071-76,071-100%$5.8M———
Hopwood Nicholas Hunter
N/A—74,935-74,935-100%$5.7M———
Presidio Capital Management, LLC
N/A—74,914-74,914-100%$5.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—74,451-74,451-100%$5.7M———
Rathbones Group PLC
N/A—72,888-72,888-100%$5.5M———
FourThought Financial Partners, LLC
N/A—72,846-72,846-100%$5.5M———
C M Bidwell & Associates LTD
N/A—71,957-71,957-100%$5.5M———
Tradition Wealth Management, LLC
N/A—69,343-69,343-100%$5.3M———
Empowered Funds, LLC
N/A—66,196-66,196-100%$5.0M———
Fiduciary Trust Co
N/A—65,889-65,889-100%$5.0M———
Whittier Trust Co of Nevada Inc
N/A—63,160-63,160-100%$4.7M———
Ndwm LLC
N/A—62,953-62,953-100%$4.8M———
Chevy Chase Trust Holdings, LLC
N/A—62,015-62,015-100%$4.7M———
Chatterton & Associates Inc.
N/A—60,334-60,334-100%$4.6M———
Arkadios Wealth Advisors
N/A—58,292-58,292-100%$4.4M———
Jones Financial Companies Lllp
N/A—57,803-57,803-100%$4.3M———
M.D. Sass, LLC
N/A—57,340-57,340-100%$4.4M———
Verity Wealth Advisors
N/A—56,508-56,508-100%$4.3M———
Savant Capital, LLC
N/A—53,751-53,751-100%$4.1M———
Common Fund for Nonprofit Organizations
N/A—53,489-53,489-100%$4.1M———
SVB Wealth LLC
N/A—51,946-51,946-100%$4.0M———
Strategic Wealth Partners, Ltd.
N/A—51,860-51,860-100%$3.9M———
Pinnacle Financial Partners, Inc.
N/A—51,731-51,731-100%$3.9M———
Redwood Investment Management, LLC
N/A—49,174-49,174-100%$3.7M———
Theory Financial LLC
N/A—48,483-48,483-100%$3.7M———
Wealthgarden F.S. LLC
N/A—47,675-47,675-100%$3.6M———
Brightwater Advisory LLC
N/A—46,609-46,609-100%$3.5M———
RWA Wealth Partners, LLC
N/A—46,347-46,347-100%$3.5M———
Flow Traders U.S. LLC
N/A—46,022-46,022-100%$3.5M———
Sierra Capital LLC
N/A—45,639-45,639-100%$3.5M———
Twin Peaks Wealth Advisors, LLC
N/A—44,436-44,436-100%$3.4M———
Ramirez Asset Management, Inc.
N/A—43,618-43,618-100%$3.3M———
Baird Financial Group, Inc.
N/A—42,695-42,695-100%$3.2M———
Haverford Trust Co
N/A—42,607-42,607-100%$3.2M———
IFG Advisory, LLC
N/A—42,389-42,389-100%$3.2M———
Keel Point, LLC
N/A—42,139-42,139-100%$3.2M———
Sargent Investment Group, LLC
N/A—42,124-42,124-100%$3.2M———
Bradley Foster & Sargent Inc
N/A—41,033-41,033-100%$3.1M———
Catalyst Financial Partners LLC
N/A—41,024-41,024-100%$3.1M———
Prosperity Consulting Group, LLC
N/A—41,024-41,024-100%$3.1M———
Global Retirement Partners, LLC
N/A—38,944-38,944-100%$3.0M———
AQR Capital Management LLC
N/A—37,767-37,767-100%$2.9M———
Adapt Wealth Advisors, LLC
N/A—37,651-37,651-100%$2.9M———
RiverFront Investment Group, LLC
N/A—37,070-37,070-100%$2.8M———
Nwam LLC
N/A—36,683-36,683-100%$2.8M———
Atlas Legacy Advisors, LLC
N/A—34,577-34,577-100%$2.6M———
Astoria Strategic Wealth, Inc.
N/A—33,497-33,497-100%$2.5M———
Stock Yards Bank & Trust Co
N/A—33,094-33,094-100%$2.5M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—32,407-32,407-100%$2.5M———
GatePass Capital, LLC
N/A—31,542-31,542-100%$2.4M———
Vident Advisory, LLC
N/A—30,682-30,682-100%$2.3M———
Community Bank, N.A.
N/A—30,338-30,338-100%$2.3M———
Bedel Financial Consulting, Inc.
N/A—29,434-29,434-100%$2.2M———
NorthCoast Asset Management LLC
N/A—28,707-28,707-100%$2.2M———
PNC Financial Services Group, Inc.
N/A—28,439-28,439-100%$2.2M———
Hardy Reed LLC
N/A—27,858-27,858-100%$2.1M———
Polen Capital Management LLC
N/A—27,755-27,755-100%$2.1M———
WealthTrak Capital Management LLC
N/A—27,736-27,736-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—26,725-26,725-100%$2.0M———
CIM, LLC
N/A—26,479-26,479-100%$2.0M———
Cresset Asset Management, LLC
N/A—25,139-25,139-100%$1.9M———
Citadel Advisors LLC
N/A—24,741-24,741-100%$1.9M———
NewEdge Wealth, LLC
N/A—23,903-23,903-100%$1.8M———
Flputnam Investment Management Co
N/A—23,785-23,785-100%$1.8M———
Clark Capital Management Group, Inc.
N/A—23,759-23,759-100%$1.8M———
Fortis Capital Advisors, LLC
N/A—23,352-23,352-100%$1.8M———
Atomic Invest LLC
N/A—23,123-23,123-100%$1.7M———
Bessemer Group Inc
N/A—22,991-22,991-100%$1.8M———
UMB Bank, n.a.
N/A—22,587-22,587-100%$1.7M———
Consilio Wealth Advisors, LLC
N/A—22,149-22,149-100%$1.7M———
Topsail Wealth Management, LLC
N/A—21,949-21,949-100%$1.7M———
Pennington Partners & Co., LLC
N/A—21,887-21,887-100%$1.7M———
OAK Associates LTD
N/A—21,658-21,658-100%$1.6M———
Moneta Group Investment Advisors LLC
N/A—21,141-21,141-100%$1.6M———
Harbour Investments, Inc.
N/A—20,646-20,646-100%$1.6M———
Harding Loevner LP
N/A—20,486-20,486-100%$1.6M———
MAI Capital Management
N/A—20,241-20,241-100%$1.5M———
Snowden Capital Advisors LLC
N/A—19,877-19,877-100%$1.5M———
Shelton Capital Management
N/A—19,756-19,756-100%$1.5M———
Stonebridge Capital Advisors LLC
N/A—19,700-19,700-100%$1.5M———
Centaurus Financial, Inc.
N/A—19,500-19,500-100%$1.5M———
Natixis Advisors, LLC
N/A—19,167-19,167-100%$1.5M———
SCS Capital Management LLC
N/A—18,985-18,985-100%$1.4M———
OV Management LLC
N/A—18,863-18,863-100%$1.4M———
Mutual Advisors, LLC
N/A—18,721-18,721-100%$1.4M———
Webster Bank, N. A.
N/A—18,330-18,330-100%$1.4M———
UBS Asset Management Americas LLC
N/A—18,037-18,037-100%$1.4M———
Callan Family Office, LLC
N/A—17,754-17,754-100%$1.4M———
Wealth Alliance, LLC
N/A—17,501-17,501-100%$1.3M———
Bleakley Financial Group, LLC
N/A—17,016-17,016-100%$1.3M———
GeoWealth Management, LLC
N/A—16,006-16,006-100%$1.2M———
Jordan Park Group LLC
N/A—16,000-16,000-100%$1.2M———
Arax Advisory Partners
N/A—15,708-15,708-100%$1.2M———
IMA Advisory Services, Inc.
N/A—15,310-15,310-100%$1.2M———
Park Place Capital Corp
N/A—15,237-15,237-100%$1.2M———
Harbor Advisory Corp
N/A—14,700-14,700-100%$1.1M———
Unconventional Investor, LLC
N/A—13,940-13,940-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—13,854-13,854-100%$1.1M———
Chesapeake Asset Management LLC
N/A—13,707-13,707-100%$750.4K———
Ironwood Investment Counsel, LLC
N/A—13,349-13,349-100%$1.0M———
Bluespring Wealth Management, LLC
N/A—13,130-13,130-100%$999.3K———
United Capital Financial Advisors, LLC
N/A—12,886-12,886-100%$979.6K———
Clare Market Investments LLC
N/A—12,830-12,830-100%$976.5K———
Principal Securities, Inc.
N/A—12,830-12,830-100%$976.5K———
Fort Sheridan Advisors LLC
N/A—12,421-12,421-100%$945.3K———
Focus Partners Advisor Solutions, LLC
N/A—12,230-12,230-100%$930.8K———
Integrated Wealth Concepts LLC
N/A—11,863-11,863-100%$902.9K———
Daviman Financial, LLC
N/A—11,797-11,797-100%$897.9K———
Northern Trust Corp
N/A—11,459-11,459-100%$872.1K———
Runnymede Capital Advisors, Inc.
N/A—11,273-11,273-100%$858.0K———
Partners Capital Investment Group, LLP
N/A—11,155-11,155-100%$849.0K———
Coastal Bridge Advisors, LLC
N/A—11,070-11,070-100%$842.5K———
Savvy Advisors, Inc.
N/A—11,064-11,064-100%$842.1K———
Advance Capital Management, Inc.
N/A—11,028-11,028-100%$839.4K———
Summit Trail Advisors, LLC
N/A—10,773-10,773-100%$819.9K———
Valtrion Capital Management, LLC
N/A—10,698-10,698-100%$814.2K———
Colter Lewis Investment Partners LLC
N/A—10,696-10,696-100%$814.1K———
Dimension Capital Management LLC
N/A—10,548-10,548-100%$802.8K———
Fiducient Advisors LLC
N/A—10,462-10,462-100%$796.2K———
OneDigital Investment Advisors LLC
N/A—10,386-10,386-100%$790.5K———
Cahill Financial Advisors Inc
N/A—10,054-10,054-100%$765.2K———
Operose Advisors LLC
N/A—9,980-9,980-100%$759.6K———
Resurgent Financial Advisors LLC
N/A—9,971-9,971-100%$758.9K———
Next Capital Management LLC
N/A—9,959-9,959-100%$758.0K———
SlateStone Wealth, LLC
N/A—9,881-9,881-100%$752.0K———
Maripau Wealth Management LLC
N/A—9,714-9,714-100%$739.3K———
IHT Wealth Management, LLC
N/A—9,585-9,585-100%$729.5K———
Level Four Advisory Services, LLC
N/A—9,483-9,483-100%$721.8K———
PFG Investments, LLC
N/A—9,319-9,319-100%$709.3K———
Neuberger Berman Group LLC
N/A—9,272-9,272-100%$705.7K———
CreativeOne Wealth, LLC
N/A—9,220-9,220-100%$701.7K———
Main Street Financial Solutions, LLC
N/A—9,204-9,204-100%$700.5K———
SageView Advisory Group, LLC
N/A—9,110-9,110-100%$693.3K———
Regal Investment Advisors LLC
N/A—9,046-9,046-100%$688.5K———
EP Wealth Advisors, LLC
N/A—8,496-8,496-100%$646.6K———
Founders Financial Alliance, LLC
N/A—8,455-8,455-100%$643.5K———
Empower Advisory Group, LLC
N/A—8,290-8,290-100%$631.0K———
Loudon Investment Management, LLC
N/A—8,257-8,257-100%$628.4K———
Three Bridge Wealth Advisors, LLC
N/A—8,208-8,208-100%$624.7K———
Dorsey & Whitney Trust Co LLC
N/A—8,000-8,000-100%$608.9K———
Bragg Financial Advisors, Inc
N/A—7,943-7,943-100%$604.5K———
Freestone Capital Holdings, LLC
N/A—7,855-7,855-100%$597.9K———
Private Advisor Group, LLC
N/A—7,633-7,633-100%$581.0K———
Mairs & Power Inc
N/A—7,550-7,550-100%$574.6K———
Elgethun Capital Management
N/A—7,500-7,500-100%$570.8K———
PlanVest Financial, Inc
N/A—7,407-7,407-100%$563.7K———
CNB Bank
N/A—7,392-7,392-100%$562.6K———
Requisite Capital Management, LLC
N/A—7,322-7,322-100%$557.3K———
Gallagher Fiduciary Advisors, LLC
N/A—7,176-7,176-100%$546.2K———
Regimen Wealth, LLC
N/A—7,090-7,090-100%$539.6K———
Valmark Advisers, Inc.
N/A—7,087-7,087-100%$539.4K———
Signet Private Wealth LLC
N/A—6,815-6,815-100%$518.7K———
BFC Planning, Inc.
N/A—6,691-6,691-100%$509.2K———
Main Management LLC
N/A—6,657-6,657-100%$507.0K———
Summit Financial, LLC
N/A—6,626-6,626-100%$504.3K———
Seascape Capital Management
N/A—6,569-6,569-100%$500.0K———
Madison Wealth Partners, Inc
N/A—6,564-6,564-100%$499.6K———
Composition Wealth, LLC
N/A—6,452-6,452-100%$491.1K———
Kickstand Ventures, Llc.
N/A—6,412-6,412-100%$488.0K———
Dana Investment Advisors, Inc.
N/A—6,393-6,393-100%$486.6K———
National Philanthropic Trust
N/A—6,331-6,331-100%$481.9K———
Advyzon Investment Management, LLC
N/A—6,317-6,317-100%$480.8K———
Aureus Asset Management, LLC
N/A—6,237-6,237-100%$474.7K———
Empirical Asset Management, LLC
N/A—6,159-6,159-100%$468.8K———
Pinnacle Family Advisors, LLC
N/A—6,124-6,124-100%$466.1K———
GenTrust, LLC
N/A—6,000-6,000-100%$456.7K———
Transcend Capital Advisors, LLC
N/A—5,638-5,638-100%$429.1K———
Members Trust Co
N/A—5,616-5,616-100%$427.4K———
Alpha Financial Partners LLC
N/A—5,392-5,392-100%$410.4K———
Jaffetilchin Investment Partners, LLC
N/A—5,097-5,097-100%$387.9K———
BBR Partners, LLC
N/A—4,793-4,793-100%$364.8K———
Florida Financial Advisors, LLC
N/A—4,757-4,757-100%$362.0K———
Hirtle & Co., LLC
N/A—4,745-4,745-100%$361.1K———
Karpus Management, Inc.
N/A—4,590-4,590-100%$349.3K———
Hilltop Wealth Advisors, LLC
N/A—4,569-4,569-100%$347.7K———
JT Stratford LLC
N/A—4,497-4,497-100%$342.3K———
Rehmann Capital Advisory Group
N/A—4,400-4,400-100%$334.9K———
Tortoise Investment Management, LLC
N/A—4,370-4,370-100%$332.6K———
Capital Investment Management, Inc.
N/A—4,364-4,364-100%$332.1K———
Essex Financial Services, Inc.
N/A—4,356-4,356-100%$331.5K———
Larch Capital Partners LLC
N/A—4,078-4,078-100%$310.4K———
Cozad Asset Management Inc
N/A—4,036-4,036-100%$307.2K———
Ellevest, Inc.
N/A—3,882-3,882-100%$295.5K———
Wellspring Financial Advisors, LLC
N/A—3,756-3,756-100%$285.9K———
HM Payson & Co
N/A—3,699-3,699-100%$281.5K———
CIBC World Market Inc.
N/A—3,661-3,661-100%$278.6K———
OneAscent Financial Services LLC
N/A—3,650-3,650-100%$277.8K———
Peapack Gladstone Financial Corp
N/A—3,500-3,500-100%$266.0K———
Twin Focus Capital Partners, LLC
N/A—3,460-3,460-100%$263.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,289-3,289-100%$250.3K———
Freedom Investment Management, Inc.
N/A—3,254-3,254-100%$247.7K———
American Capital Management Inc
N/A—3,220-3,220-100%$245.1K———
Vanguard Personalized Indexing Management, LLC
N/A—3,189-3,189-100%$242.7K———
Modern Wealth Management, LLC
N/A—3,094-3,094-100%$235.5K———
Aptus Capital Advisors, LLC
N/A—3,083-3,083-100%$234.6K———
NorthRock Partners, LLC
N/A—3,070-3,070-100%$233.7K———
Teachers Retirement System of the State of Kentucky
N/A—3,025-3,025-100%$230.0K———
Northeast Planning Associates, Inc. / NH /
N/A—3,012-3,012-100%$229.2K———
Allianz SE
N/A—2,963-2,963-100%$225.5K———
Rothschild Wealth LLC
N/A—2,940-2,940-100%$223.8K———
Interactive Financial Advisors, Inc.
N/A—2,939-2,939-100%$212.5K———
Jefferies Financial Group Inc.
N/A—2,905-2,905-100%$221.1K———
Sykon Capital LLC
N/A—2,860-2,860-100%$217.7K———
Fortis Advisors, LLC
N/A—2,829-2,829-100%$215.3K———
Dempze Nancy E
N/A—2,815-2,815-100%$214.3K———
Monograph Wealth Advisors, LLC
N/A—2,767-2,767-100%$210.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,761-2,761-100%$210.1K———
PSI Advisors, LLC
N/A—2,746-2,746-100%$209.0K———
Baker Avenue Asset Management, LP
N/A—2,736-2,736-100%$208.2K———
Napier Financial, LLC
N/A—2,483-2,483-100%$189.0K———
National Bank of Canada
N/A—2,060-2,060-100%$156.7K———
Brown Brothers Harriman & Co
N/A—1,609-1,609-100%$122.5K———
Forum Finance Group S.A.
N/A—1,584-1,584-100%$97———
Smartleaf Asset Management LLC
N/A—1,442-1,442-100%$108.9K———
Highland Investment Advisors LLC
N/A—1,373-1,373-100%$104.5K———
Horizon Investments, LLC
N/A—1,256-1,256-100%$95.6K———
Howe & Rusling Inc
N/A—1,150-1,150-100%$87.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,055-1,055-100%$80.3K———
Measured Wealth Private Client Group, LLC
N/A—1,025-1,025-100%$78.0K———
Hantz Financial Services, Inc.
N/A—952-952-100%$72.0K———
Clearstead Trust, LLC
N/A—935-935-100%$71.2K———
Fiduciary Financial Advisors
N/A—764-764-100%$58.1K———
New Republic Capital, LLC
N/A—673-673-100%$51.2K———
Wellington-Altus USA Inc.
N/A—616-616-100%$42.2K———
Copia Wealth Management
N/A—530-530-100%$40.3K———
Caitlin John, LLC
N/A—500-500-100%$38.1K———
Harborfront Financial Group LLC
N/A—491-491-100%$37.4K———
XP Advisory US, Inc.
N/A—480-480-100%$36.5K———
Allworth Financial LP
N/A—447-447-100%$34.0K———
Bartlett & Co. Wealth Management LLC
N/A—430-430-100%$32.7K———
10Elms LLP
N/A—400-400-100%$30.4K———
Quantum Portfolio Management LLC
N/A—395-395-100%$30.1K———
Index Technologies Group LLC
N/A—395-395-100%$30.1K———
Motco
N/A—310-310-100%$23.6K———
FAS Wealth Partners, Inc.
N/A—298-298-100%$22.7K———
Godfrey Financial Associates, Inc.
N/A—258-258-100%$19.6K———
Centennial Bank
N/A—209-209-100%$15.9K———
Mcguire Capital Advisors Inc
N/A—197-197-100%$15.0K———
Geneos Wealth Management Inc.
N/A—194-194-100%$14.8K———
Vanguard Advisers Inc
N/A—156-156-100%$11.9K———
Ancora Advisors LLCA
N/A—156-156-100%$11.9K———
BOK Financial Private Wealth, Inc.
N/A—144-144-100%$11.0K———
Westfuller Advisors, LLC
N/A—142-142-100%$10.8K———
Front Row Advisors LLC
N/A—129-129-100%$10.0K———
JPL Wealth Management, LLC
N/A—94-94-100%$7.2K———
Bogart Wealth, LLC
N/A—94-94-100%$7.2K———
SHP Wealth Management
N/A—85-85-100%$6.5K———
Cornerstone Financial Management LLC
N/A—70-70-100%$5.3K———
Smithfield Trust Co
N/A—61-61-100%$5———
Keating Financial Advisory Services, Inc.
N/A—59-59-100%$4.5K———
N.E.W. Advisory Services LLC
N/A—40-40-100%$3.1K———
Fortis Group Advisors, LLC
N/A—20-20-100%$1.5K———
Rothschild Investment LLC
N/A—4-4-100%$304———
Showing 841 of 841 institutions