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Ishares Morningstar Mid-Cap (IMCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
DECREASED
Shares2,943,606 from 3,006,105
Change-62,499 (-2%)
Value$276.4M (-$19.1M)
Filed 2026-10-26
RMG Wealth Management LLC
INCREASED
Shares1,358,033 from 1,332,132
Change+25,901 (+2%)
Value$132.5M (-$1.3M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares548,314 from 529,891
Change+18,423 (+3%)
Value$51.5M (-$607.1K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares444,213 from 430,919
Change+13,294 (+3%)
Value$41.7M (-$652.2K)
Filed 2026-10-27
Cornerstone Planning Group LLC
INCREASED
Shares396,327 from 390,783
Change+5,544 (+1%)
Value$38.5M (+$1.2M)
Filed 2026-10-16
First Pacific Financial
NEW
Shares283,401
Change+283,401
Value$26.6M
Filed 2026-10-14
Orgel Wealth Management, LLC
DECREASED
Shares279,574 from 284,164
Change-4,590 (-2%)
Value$26.2M (-$1.7M)
Filed 2026-10-14
Eclectic Associates Inc
INCREASED
Shares266,843 from 263,644
Change+3,199 (+1%)
Value$25.1M (-$862.3K)
Filed 2026-10-09
Cosner Financial Group, LLC
DECREASED
Shares263,187 from 277,581
Change-14,394 (-5%)
Value$24.0M (-$3.3M)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares261,421 from 310,631
Change-49,210 (-16%)
Value$24.5M (-$6.0M)
Filed 2026-10-13
Capital Wealth Management, LLC
INCREASED
Shares259,662 from 243,505
Change+16,157 (+7%)
Value$24.4M (+$443.1K)
Filed 2026-10-27
Beam Wealth Advisors, Inc.
INCREASED
Shares240,282 from 239,990
Change+292 (+0%)
Value$22.6M (-$1.0M)
Filed 2026-11-03
Rodgers & Associates, LTD
DECREASED
Shares231,710 from 236,684
Change-4,974 (-2%)
Value$21.8M (-$1.5M)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares208,582 from 196,090
Change+12,492 (+6%)
Value$19.6M (+$308.2K)
Filed 2026-11-05
Steele Capital Management, Inc.
DECREASED
Shares205,084 from 205,307
Change-223 (0%)
Value$19.3M (-$926.4K)
Filed 2026-11-02
Matrix Trust Co
DECREASED
Shares205,084 from 205,307
Change-223 (0%)
Value$19.3K (-$927)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares167,020 from 114,747
Change+52,273 (+46%)
Value$15.7K (-$11.3M)
Filed 2026-11-02
PTM Wealth Management, LLC
INCREASED
Shares166,015 from 163,480
Change+2,535 (+2%)
Value$16.2M (+$611.3K)
Filed 2026-10-23
Eagle Strategies LLC
DECREASED
Shares158,498 from 159,643
Change-1,145 (-1%)
Value$14.9M (-$811.5K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares137,464 from 142,953
Change-5,489 (-4%)
Value$12.9M (-$1.1M)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares134,602 from 130,983
Change+3,619 (+3%)
Value$12.6M (-$237.8K)
Filed 2026-10-23
Certified Advisory Corp
INCREASED
Shares127,302 from 111,060
Change+16,242 (+15%)
Value$12.0M (+$1.0M)
Filed 2026-10-29
OxenFree Capital LLC
INCREASED
Shares115,293 from 111,446
Change+3,847 (+3%)
Value$11.2M (+$419.0K)
Filed 2026-10-07
Scott Capital Advisors, LLC
INCREASED
Shares114,721 from 113,384
Change+1,337 (+1%)
Value$11.0M (-$122.1K)
Filed 2026-10-13
PFS Partners, LLC
DECREASED
Shares103,798 from 103,991
Change-193 (0%)
Value$9.7M (-$476.8K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares96,762 from 98,428
Change-1,666 (-2%)
Value$9.1M (-$590.5K)
Filed 2026-10-30
Verde Capital Management
INCREASED
Shares90,829 from 81,701
Change+9,128 (+11%)
Value$8.5M (+$496.8K)
Filed 2026-10-28
Rockport Wealth LLC
DECREASED
Shares90,163 from 194,329
Change-104,166 (-54%)
Value$8.5M (-$10.6M)
Filed 2026-11-03
Ddfg, Inc
INCREASED
Shares82,164 from 79,702
Change+2,462 (+3%)
Value$7.7M (-$120.3K)
Filed 2026-10-15
Ipsen Advisor Group LLC
DECREASED
Shares77,635 from 80,652
Change-3,017 (-4%)
Value$7.3M (-$638.9K)
Filed 2026-10-29
Marino, Stram & Associates LLC
INCREASED
Shares76,116 from 73,252
Change+2,864 (+4%)
Value$7.1M (-$54.1K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares74,865 from 79,975
Change-5,110 (-6%)
Value$7.0M (-$832.5K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares73,029 from 69,500
Change+3,529 (+5%)
Value$6.9M (+$24.9K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares70,672 from 63,687
Change+6,985 (+11%)
Value$6.6M (+$374.9K)
Filed 2026-10-22
Saxon Interests, Inc.
NEW
Shares64,415
Change+64,415
Value$6.0M
Filed 2026-10-26
Advisory Solutions Group, LLC
NEW
Shares64,352
Change+64,352
Value$6.0M
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares63,910 from 61,627
Change+2,283 (+4%)
Value$6.1M (+$132.9K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares59,319 from 58,498
Change+821 (+1%)
Value$5.6M (+$29.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares59,319 from 58,498
Change+821 (+1%)
Value$5.6M (+$29.5K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
DECREASED
Shares58,423 from 59,428
Change-1,005 (-2%)
Value$5.5M (-$356.5K)
Filed 2026-10-15
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares55,500 from 55,500
Change0 (0%)
Value$5.2M (-$244.8K)
Filed 2026-11-02
Summit Asset Management, LLC
DECREASED
Shares55,390 from 56,256
Change-866 (-2%)
Value$5.2M (-$329.4K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares54,647 from 53,560
Change+1,087 (+2%)
Value$5.1M (-$134.2K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares52,903 from 51,858
Change+1,045 (+2%)
Value$5.0M (-$130.6K)
Filed 2026-10-23
Steinberganna Wealth Management
DECREASED
Shares50,248 from 50,878
Change-630 (-1%)
Value$4.7M (-$283.6K)
Filed 2026-10-23
Virtus Wealth Solutions LLC
DECREASED
Shares49,692 from 52,133
Change-2,441 (-5%)
Value$4.7M (-$459.2K)
Filed 2026-11-03
Black Diamond Financial, LLC
DECREASED
Shares42,596 from 42,962
Change-366 (-1%)
Value$4.0M (-$223.8K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares40,916 from 40,673
Change+243 (+1%)
Value$3.8M (-$156.5K)
Filed 2026-10-23
James J. Burns & Company, LLC
DECREASED
Shares40,285 from 42,266
Change-1,981 (-5%)
Value$3.8M (-$372.4K)
Filed 2026-10-22
Towne Trust Company, N.a
INCREASED
Shares39,785 from 37,100
Change+2,685 (+7%)
Value$3.7M (+$88.5K)
Filed 2026-10-28
Accel Wealth Management
INCREASED
Shares37,683 from 33,332
Change+4,351 (+13%)
Value$3.5M (+$261.5K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares34,221 from 37,847
Change-3,626 (-10%)
Value$3.2M (-$507.3K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
DECREASED
Shares32,103 from 32,674
Change-571 (-2%)
Value$3.0M (-$197.7K)
Filed 2026-10-29
Family Legacy, Inc.
DECREASED
Shares30,782 from 31,889
Change-1,107 (-3%)
Value$2.9M (-$244.6K)
Filed 2026-10-13
IFS Advisors, LLC
NEW
Shares30,372
Change+30,372
Value$2.9M
Filed 2026-10-14
Caliber Wealth Management, LLC / KS
DECREASED
Shares29,857 from 30,934
Change-1,077 (-3%)
Value$2.8M (-$237.6K)
Filed 2026-11-04
Ignite Planners, LLC
DECREASED
Shares29,689 from 32,575
Change-2,886 (-9%)
Value$2.8M (-$416.4K)
Filed 2026-10-14
Elevation Capital Advisory, LLC
NEW
Shares29,406
Change+29,406
Value$2.8M
Filed 2026-10-29
Aire Advisors, LLC
DECREASED
Shares28,835 from 28,845
Change-10 (0%)
Value$2.7M (-$128.2K)
Filed 2026-10-22
Capital Square, LLC
DECREASED
Shares28,455 from 30,581
Change-2,126 (-7%)
Value$2.7M (-$301.9K)
Filed 2026-10-19
Rhodes Investment Advisors Inc
INCREASED
Shares27,070 from 26,035
Change+1,035 (+4%)
Value$2.5M (-$17.6K)
Filed 2026-10-07
United Advisor Group, LLC
INCREASED
Shares26,665 from 25,901
Change+764 (+3%)
Value$2.5M (-$42.5K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares26,478 from 27,552
Change-1,074 (-4%)
Value$2.5M (-$101.9K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares25,342 from 25,337
Change+5 (+0%)
Value$2.4M (-$111.2K)
Filed 2026-10-15
First Bank & Trust
INCREASED
Shares24,986 from 22,163
Change+2,823 (+13%)
Value$2.3M (+$167.3K)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares24,077 from 23,915
Change+162 (+1%)
Value$2.3M (-$90.3K)
Filed 2026-11-04
Stanich Group LLC
INCREASED
Shares22,061 from 21,771
Change+290 (+1%)
Value$2.1M (-$68.7K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares21,939 from 14,568
Change+7,371 (+51%)
Value$2.1M (+$627.8K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares21,778 from 22,178
Change-400 (-2%)
Value$2.0M (-$135.4K)
Filed 2026-10-22
PCA Investment Advisory Services Inc.
DECREASED
Shares20,895 from 20,983
Change-88 (0%)
Value$2.0M (-$100.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares20,685 from 21,087
Change-402 (-2%)
Value$1.9M (-$128.8K)
Filed 2026-10-08
Focus Financial Network, Inc.
INCREASED
Shares20,214 from 18,832
Change+1,382 (+7%)
Value$1.9M (+$46.7K)
Filed 2026-10-14
Courage Miller Partners, LLC
DECREASED
Shares20,004 from 20,481
Change-477 (-2%)
Value$1.9M (-$135.1K)
Filed 2026-10-21
Hunter Associates Investment Management LLC
DECREASED
Shares19,850 from 20,133
Change-283 (-1%)
Value$1.9K (-$2.0M)
Filed 2026-10-26
Nilsine Partners, LLC
INCREASED
Shares19,757 from 19,690
Change+67 (+0%)
Value$1.9M (-$80.5K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares19,648 from 10,660
Change+8,988 (+84%)
Value$1.8M (+$796.9K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares19,113 from 18,416
Change+697 (+4%)
Value$1.8M (-$15.8K)
Filed 2026-10-20
Nottingham Advisors, Inc.
UNCHANGED
Shares18,682 from 18,682
Change0 (0%)
Value$1.8M (+$374)
Filed 2026-10-29
Capital Asset Advisory Services LLC
DECREASED
Shares17,071 from 17,628
Change-557 (-3%)
Value$1.6M (-$129.1K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares16,441 from 15,856
Change+585 (+4%)
Value$1.5M (-$15.0K)
Filed 2026-10-14
HF Advisory Group, LLC
INCREASED
Shares15,772 from 15,258
Change+514 (+3%)
Value$1.5M (-$19.1K)
Filed 2026-10-09
McAdam, LLC
DECREASED
Shares15,767 from 16,701
Change-934 (-6%)
Value$1.5M (-$161.3K)
Filed 2026-10-21
Equity Wealth Partners, LLC
DECREASED
Shares15,627 from 16,963
Change-1,336 (-8%)
Value$1.5M (-$200.2K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
NEW
Shares15,314
Change+15,314
Value$1.4M
Filed 2026-10-13
Neumann Capital Management, LLC
DECREASED
Shares14,776 from 15,076
Change-300 (-2%)
Value$1.4M (-$94.7K)
Filed 2026-10-15
Silverlake Wealth Management LLC
INCREASED
Shares13,988 from 11,862
Change+2,126 (+18%)
Value$1.3M (+$147.3K)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares13,653 from 13,489
Change+164 (+1%)
Value$1.3M (-$44.1K)
Filed 2026-11-04
LaFleur & Godfrey LLC
INCREASED
Shares12,664 from 11,989
Change+675 (+6%)
Value$1.2M (+$10.5K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares12,377 from 12,282
Change+95 (+1%)
Value$1.2M (-$45.2K)
Filed 2026-10-29
KPP Advisory Services LLC
DECREASED
Shares12,165 from 12,803
Change-638 (-5%)
Value$1.1M (-$116.4K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares12,087 from 11,767
Change+320 (+3%)
Value$1.1K (-$1.2M)
Filed 2026-10-26
G&S Capital LLC
NEW
Shares11,938
Change+11,938
Value$1.1M
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares11,556 from 11,571
Change-15 (0%)
Value$1.1M (-$52.4K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares11,436 from 11,851
Change-415 (-3%)
Value$1.1M (-$88.6K)
Filed 2026-10-15
Wilkerson Advisory Group LLC
INCREASED
Shares11,393 from 11,211
Change+182 (+2%)
Value$1.1M (-$32.3K)
Filed 2026-10-20
Integrity Wealth Partners, LLC
NEW
Shares11,327
Change+11,327
Value$1.1M
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares10,930 from 10,930
Change0 (0%)
Value$1.0M (-$48.2K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares10,528 from 10,878
Change-350 (-3%)
Value$988.5K (-$80.8K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares10,453 from 10,294
Change+159 (+2%)
Value$981.4K (-$30.5K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
INCREASED
Shares10,352 from 10,351
Change+1 (+0%)
Value$972.0K (-$45.6K)
Filed 2026-10-13
Willner & Heller, LLC
INCREASED
Shares10,350 from 9,805
Change+545 (+6%)
Value$971.7K (+$7.9K)
Filed 2026-10-28
Moneco Advisors, LLC
UNCHANGED
Shares10,027 from 10,027
Change0 (0%)
Value$941.4K (-$44.2K)
Filed 2026-11-05
Verdence Capital Advisors LLC
NEW
Shares9,845
Change+9,845
Value$924.3K
Filed 2026-10-26
HRC Wealth Management, LLC
DECREASED
Shares9,843 from 10,166
Change-323 (-3%)
Value$924.1K (-$75.2K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares9,751 from 11,870
Change-2,119 (-18%)
Value$915.5K (-$251.4K)
Filed 2026-10-28
Cpwa, LLC
INCREASED
Shares9,482 from 9,307
Change+175 (+2%)
Value$913.1K (-$1.7K)
Filed 2026-11-04
Destiny Wealth Partners, LLC
NEW
Shares9,262
Change+9,262
Value$863.3K
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares9,141 from 9,088
Change+53 (+1%)
Value$858.3K (-$35.0K)
Filed 2026-10-30
AtlasMark Financial, Inc
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$845.0K (-$39.7K)
Filed 2026-10-13
Sentinel Advisory Group, LLC
INCREASED
Shares8,961 from 8,920
Change+41 (+0%)
Value$841.3K (-$35.5K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares8,904 from 9,454
Change-550 (-6%)
Value$836.0K (-$93.3K)
Filed 2026-10-16
Ridgewood Investments LLC
UNCHANGED
Shares8,282 from 8,282
Change0 (0%)
Value$777.6K (-$36.5K)
Filed 2026-10-05
Mlp3, LLC
INCREASED
Shares8,156 from 8,150
Change+6 (+0%)
Value$765.7K (-$35.4K)
Filed 2026-10-22
Michels Family Financial, LLC
DECREASED
Shares7,924 from 8,002
Change-78 (-1%)
Value$744.0K (-$42.6K)
Filed 2026-11-02
Triangle Securities Wealth Management
INCREASED
Shares7,461 from 4,824
Change+2,637 (+55%)
Value$700.5K (+$226.3K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares7,113 from 7,113
Change0 (0%)
Value$667.8K (-$31.4K)
Filed 2026-11-05
Innova Wealth Partners
INCREASED
Shares6,969 from 5,932
Change+1,037 (+17%)
Value$654.3K (+$71.2K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares6,855 from 7,209
Change-354 (-5%)
Value$643.6K (-$65.0K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares6,470 from 5,575
Change+895 (+16%)
Value$607.5K (+$59.4K)
Filed 2026-10-28
Carrera Capital Advisors
DECREASED
Shares6,341 from 9,544
Change-3,203 (-34%)
Value$595.4K (-$342.8K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares6,273 from 5,088
Change+1,185 (+23%)
Value$584.8K (+$84.6K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares6,181 from 6,181
Change0 (0%)
Value$580.3K (-$27.3K)
Filed 2026-10-28
Mayfair Advisory Group, LLC
INCREASED
Shares6,170 from 6,165
Change+5 (+0%)
Value$579.3K (-$7.0K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares6,035 from 6,035
Change0 (0%)
Value$566.6K (-$26.6K)
Filed 2026-10-05
JIM Saulnier & Associates, LLC
DECREASED
Shares5,900 from 8,398
Change-2,498 (-30%)
Value$553.9K (-$271.6K)
Filed 2026-11-04
Investment Partners Asset Management, Inc.
INCREASED
Shares5,818 from 5,762
Change+56 (+1%)
Value$546.3K (-$20.2K)
Filed 2026-10-09
IFP Advisors, Inc
DECREASED
Shares5,785 from 6,283
Change-498 (-8%)
Value$543.2K (-$74.5K)
Filed 2026-10-16
Pinnacle Associates LTD
UNCHANGED
Shares5,597 from 5,597
Change0 (0%)
Value$525.5K (-$24.7K)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares5,516 from 5,170
Change+346 (+7%)
Value$516.3K (+$8.1K)
Filed 2026-10-20
Asset Allocation Strategies LLC
DECREASED
Shares5,514 from 6,019
Change-505 (-8%)
Value$517.7K (-$74.0K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
INCREASED
Shares5,421 from 2,487
Change+2,934 (+118%)
Value$509.0K (+$264.5K)
Filed 2026-11-03
Flagstar Securities, Inc
DECREASED
Shares5,405 from 6,279
Change-874 (-14%)
Value$507.5K (-$109.9K)
Filed 2026-10-15
Kaizen Financial Strategies
INCREASED
Shares5,370 from 5,360
Change+10 (+0%)
Value$504.2K (-$20.3K)
Filed 2026-10-09
Prevail Innovative Wealth Advisors, LLC
NEW
Shares5,342
Change+5,342
Value$513.3K
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares5,313 from 3,122
Change+2,191 (+70%)
Value$504.4K (+$197.5K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares5,249 from 5,201
Change+48 (+1%)
Value$492.8K (-$18.4K)
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$482.7K (-$18.6K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares5,081 from 5,524
Change-443 (-8%)
Value$477.0K (-$66.0K)
Filed 2026-10-13
Davis Investment Partners, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$450.7K (-$21.2K)
Filed 2026-11-05
Trust Point Inc.
UNCHANGED
Shares4,651 from 4,651
Change0 (0%)
Value$436.7K (-$20.5K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares4,583 from 192,454
Change-187,871 (-98%)
Value$432.0K (-$18.5M)
Filed 2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$422.5K (-$19.8K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares4,402 from 4,052
Change+350 (+9%)
Value$413.3K (+$14.9K)
Filed 2026-10-19
Journey Advisory Group, LLC
UNCHANGED
Shares4,385 from 4,385
Change0 (0%)
Value$411.7K (-$19.3K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares4,340 from 3,561
Change+779 (+22%)
Value$407.5K (+$57.4K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares4,296 from 4,355
Change-59 (-1%)
Value$403.4K (-$24.7K)
Filed 2026-10-19
Unified Investment Management
INCREASED
Shares4,291 from 4,290
Change+1 (+0%)
Value$402.9K (-$18.9K)
Filed 2026-10-14
LongView Wealth Management
INCREASED
Shares4,213 from 4,071
Change+142 (+3%)
Value$395.6K (-$4.7K)
Filed 2026-10-19
Studio Investment Management LLC
INCREASED
Shares4,081 from 3,827
Change+254 (+7%)
Value$383.2K (+$7.0K)
Filed 2026-10-22
Selby Wealth Management, LLC
NEW
Shares4,045
Change+4,045
Value$379.8K
Filed 2026-10-16
Monetary Solutions, Ltd
INCREASED
Shares3,997 from 3,996
Change+1 (+0%)
Value$375.2K (-$17.6K)
Filed 2026-10-22
Roman Butler Fullerton & Co
DECREASED
Shares3,989 from 4,064
Change-75 (-2%)
Value$373.8K (-$18.3K)
Filed 2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares3,987 from 6,518
Change-2,531 (-39%)
Value$374.3K (-$266.4K)
Filed 2026-10-09
Means Investment Co., Inc.
DECREASED
Shares3,868 from 4,109
Change-241 (-6%)
Value$363.2K (-$40.7K)
Filed 2026-11-03
Clark Asset Management, LLC
INCREASED
Shares3,845 from 3,842
Change+3 (+0%)
Value$361.0K (-$16.7K)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares3,819 from 2,870
Change+949 (+33%)
Value$358.6K (+$76.4K)
Filed 2026-10-26
Rede Wealth, LLC
UNCHANGED
Shares3,786 from 3,786
Change0 (0%)
Value$355.5K (-$16.7K)
Filed 2026-10-22
Kaydan Wealth Management, Inc.
DECREASED
Shares3,750 from 4,950
Change-1,200 (-24%)
Value$352.1K (-$134.5K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares3,637 from 3,950
Change-313 (-8%)
Value$341.5K (-$46.8K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares3,616 from 3,614
Change+2 (+0%)
Value$339.5K (-$15.8K)
Filed 2026-10-20
XY Planning Network, Inc.
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$328.9K (-$15.4K)
Filed 2026-10-14
TKG Advisors, LLC
NEW
Shares3,355
Change+3,355
Value$315.0K
Filed 2026-11-02
Financial Management Network Inc
NEW
Shares3,341
Change+3,341
Value$319.8K
Filed 2026-10-09
FCG Investment Co
DECREASED
Shares3,324 from 3,391
Change-67 (-2%)
Value$312.1K (-$21.3K)
Filed 2026-10-13
Brookstone Capital Management
NEW
Shares3,110
Change+3,110
Value$292.0K
Filed 2026-10-22
Kendall Capital Management
INCREASED
Shares3,074 from 3,072
Change+2 (+0%)
Value$288.6K (-$13.4K)
Filed 2026-10-23
Evanson Financial, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$281.7K (-$13.2K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares2,942 from 3,103
Change-161 (-5%)
Value$276.2K (-$28.8K)
Filed 2026-11-05
RAM Investment Partners, LLC
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$269.0K (-$12.6K)
Filed 2026-10-21
Asempa Wealth Advisors
INCREASED
Shares2,800 from 2,797
Change+3 (+0%)
Value$265.3K (-$9.7K)
Filed 2026-10-07
CFS Investment Advisory Services, LLC
DECREASED
Shares2,719 from 2,793
Change-74 (-3%)
Value$264.6K (-$7.0K)
Filed 2026-10-19
Dahring | Cusmano LLC
DECREASED
Shares2,673 from 2,707
Change-34 (-1%)
Value$251.0K (-$15.1K)
Filed 2026-11-03
FC Advisory LLC
UNCHANGED
Shares2,637 from 2,637
Change0 (0%)
Value$247.6K (-$11.6K)
Filed 2026-10-05
Procyon Advisors, LLC
UNCHANGED
Shares2,596 from 2,596
Change0 (0%)
Value$243.7K (-$11.4K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$241.5K (-$11.3K)
Filed 2026-10-16
Independent Wealth Network Inc.
DECREASED
Shares2,547 from 2,571
Change-24 (-1%)
Value$239.1K (-$13.6K)
Filed 2026-10-19
American National Bank & Trust
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$235.9K (-$11.1K)
Filed 2026-10-07
Fiduciary Alliance LLC
INCREASED
Shares2,465 from 2,440
Change+25 (+1%)
Value$231.4K (-$8.4K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$226.7K (-$10.7K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$226.5K (-$10.6K)
Filed 2026-10-14
International Assets Investment Management, LLC
UNCHANGED
Shares2,362 from 2,362
Change0 (0%)
Value$223.8K (-$7.4K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares2,355 from 2,347
Change+8 (+0%)
Value$221.1K (-$9.6K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares2,327 from 2,365
Change-38 (-2%)
Value$218.5K (-$14.0K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
INCREASED
Shares2,285 from 2,189
Change+96 (+4%)
Value$214.5K (-$633)
Filed 2026-10-26
Sage Financial Group Inc
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$212.7K (-$10.0K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
INCREASED
Shares2,253 from 2,149
Change+104 (+5%)
Value$211.5K (+$248)
Filed 2026-10-28
Granite Investment Partners, LLC
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$207.5K (-$9.7K)
Filed 2026-11-04
Christensen, King & Associates Investment Services, Inc.
NEW
Shares2,188
Change+2,188
Value$205.4K
Filed 2026-10-22
City State Bank
UNCHANGED
Shares2,148 from 2,148
Change0 (0%)
Value$201.7K (-$9.5K)
Filed 2026-10-20
CX Institutional
DECREASED
Shares2,065 from 2,096
Change-31 (-1%)
Value$194 (-$12)
Filed 2026-10-02
Financial Perspectives, Inc
INCREASED
Shares1,937 from 1,567
Change+370 (+24%)
Value$181.8K (+$27.8K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares1,786
Change+1,786
Value$167.7K
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$152.8K (-$7.2K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$145.6K (-$6.8K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares1,385 from 1,777
Change-392 (-22%)
Value$130.0K (-$44.6K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$97.1K (-$4.6K)
Filed 2026-10-30
Triumph Capital Management
NEW
Shares1,008
Change+1,008
Value$94.6K
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares908
Change+908
Value$85.3K
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$72.7K (-$3.4K)
Filed 2026-10-15
Sfam, LLC
DECREASED
Shares635 from 729
Change-94 (-13%)
Value$59.6K (-$12.0K)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares538 from 537
Change+1 (+0%)
Value$50.5K (-$2.3K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$47.9K (-$2.2K)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$45.8K (-$1.9K)
Filed 2026-10-29
Kingdom Financial Group Llc.
NEW
Shares466
Change+466
Value$43.8K
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$43 (-$2)
Filed 2026-10-27
Mosley Wealth Management
INCREASED
Shares449 from 448
Change+1 (+0%)
Value$42.7K (-$1.4K)
Filed 2026-10-16
Oakworth Capital, Inc.
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$39.4K (-$1.9K)
Filed 2026-10-26
St. Johns Investment Management Company, LLC
DECREASED
Shares358 from 400
Change-42 (-10%)
Value$33.6K (-$5.7K)
Filed 2026-10-30
Quaker Wealth Management, LLC
INCREASED
Shares339 from 338
Change+1 (+0%)
Value$31.8K (-$1.4K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares323 from 358
Change-35 (-10%)
Value$30.3K (-$4.9K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$29.9K (-$1.3K)
Filed 2026-11-03
Yankcom Partnership
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$28.2K (-$1.3K)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$27.9K (-$1.3K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$21.2K (-$993)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares223 from 222
Change+1 (+0%)
Value$20.9K (-$938)
Filed 2026-10-07
Eastern Bank
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$20.8K (-$979)
Filed 2026-10-05
Hoey Investments, Inc
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$16.1K (-$754)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$11.4K (-$533)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$9.9K (-$444)
Filed 2026-11-04
Country Trust Bank
NEW
Shares89
Change+89
Value$8.4K
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares88 from 448
Change-360 (-80%)
Value$8.3K (-$35.8K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.3K (-$388)
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$8.2K (-$384)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.3K (-$344)
Filed 2026-10-30
Asset Dedication, LLC
INCREASED
Shares67 from 49
Change+18 (+37%)
Value$6.3K (+$1.5K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$5.9K (-$278)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.6K (-$265)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.1K (-$231)
Filed 2026-10-28
EPG Wealth Management LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.5K (-$211)
Filed 2026-11-03
Bfsg, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.1K (-$194)
Filed 2026-10-30
Keystone Financial Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.8K (-$169)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.4K (-$152)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares30
Change+30
Value$2.8K
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares24 from 1
Change+23 (+2300%)
Value$2.3K (+$2.3K)
Filed 2026-10-08
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.7K (-$79)
Filed 2026-10-06
Register Financial Advisors LLC
NEW
Shares9
Change+9
Value$845
Filed 2026-10-23
Signature Equity Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$469 (-$23)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$469 (-$23)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 17,628
Change-17,628 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
rebel Financial LLC
CLOSED
Shares0 from 4,857
Change-4,857 (-100%)
Value$0 (-$477.5K)
Filed 2026-11-04
Lido Advisors, LLC
CLOSED
Shares0 from 2,676
Change-2,676 (-100%)
Value$0 (-$263.1K)
Filed 2026-11-04
Sagace Wealth Management LLC
CLOSED
Shares0 from 2,642
Change-2,642 (-100%)
Value$0 (-$259.7K)
Filed 2026-10-28
Telos Capital Management, Inc.
CLOSED
Shares0 from 2,127
Change-2,127 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-02
Carolina Wealth Management Inc
CLOSED
Shares0 from 2,086
Change-2,086 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-29
NBT Bank, N.A.
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$162.4K)
Filed 2026-10-21
Concord Wealth Partners
CLOSED
Shares0 from 1,122
Change-1,122 (-100%)
Value$0 (-$110.3K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$54.1K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$51.0K)
Filed 2026-10-23
Nemes Rush Group LLC
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$36.1K)
Filed 2026-11-04
Key FInancial Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$197)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$80)
Filed 2026-11-03
Provident Wealth Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$98)
Filed 2026-10-20
LPL Financial LLC
N/A
Shares— from 2,871,946
Change-2,871,946 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,316,703
Change-1,316,703 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,137,839
Change-1,137,839 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,021,825
Change-1,021,825 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 993,164
Change-993,164 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 970,838
Change-970,838 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 622,184
Change-622,184 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 577,867
Change-577,867 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 542,966
Change-542,966 (-100%)
Value—
UBS Group AG
N/A
Shares— from 440,630
Change-440,630 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 436,059
Change-436,059 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 422,531
Change-422,531 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 305,921
Change-305,921 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 225,135
Change-225,135 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 212,859
Change-212,859 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 167,366
Change-167,366 (-100%)
Value—
Granville Capital, Inc.
N/A
Shares— from 150,569
Change-150,569 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 145,713
Change-145,713 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 144,173
Change-144,173 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 144,107
Change-144,107 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 136,468
Change-136,468 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 122,950
Change-122,950 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 113,377
Change-113,377 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 112,506
Change-112,506 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 109,197
Change-109,197 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 98,557
Change-98,557 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 90,518
Change-90,518 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 84,468
Change-84,468 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 83,528
Change-83,528 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 72,745
Change-72,745 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 71,217
Change-71,217 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 66,107
Change-66,107 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 65,227
Change-65,227 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 65,033
Change-65,033 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 62,511
Change-62,511 (-100%)
Value—
American Trust
N/A
Shares— from 56,431
Change-56,431 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 55,403
Change-55,403 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 54,347
Change-54,347 (-100%)
Value—
&partners
N/A
Shares— from 51,762
Change-51,762 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 51,753
Change-51,753 (-100%)
Value—
Nwam LLC
N/A
Shares— from 49,612
Change-49,612 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,887
Change-48,887 (-100%)
Value—
Blair William & Co
N/A
Shares— from 48,132
Change-48,132 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 46,859
Change-46,859 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 40,541
Change-40,541 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,469
Change-31,469 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 30,966
Change-30,966 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 30,105
Change-30,105 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 29,812
Change-29,812 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 29,730
Change-29,730 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 28,915
Change-28,915 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 27,878
Change-27,878 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,151
Change-24,151 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 22,565
Change-22,565 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,344
Change-22,344 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 21,892
Change-21,892 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,653
Change-20,653 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 20,590
Change-20,590 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 19,584
Change-19,584 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,178
Change-19,178 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 18,723
Change-18,723 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,402
Change-18,402 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,554
Change-17,554 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 17,420
Change-17,420 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 17,081
Change-17,081 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,732
Change-15,732 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,404
Change-13,404 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,234
Change-13,234 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 12,110
Change-12,110 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 11,873
Change-11,873 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,353
Change-11,353 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,114
Change-11,114 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 10,895
Change-10,895 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,041
Change-8,041 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,124
Change-7,124 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 5,831
Change-5,831 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Northern Capital Management, Inc.
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 956
Change-956 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 901
Change-901 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 813
Change-813 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 731
Change-731 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 662
Change-662 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 386
Change-386 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 313
Change-313 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Bayban
N/A
Shares— from 220
Change-220 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 210
Change-210 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Central Trust Co
N/A
Shares— from 122
Change-122 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 38
Change-38 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
DECREASED2,943,6063,006,105-62,499-2%$295.5M$276.4M-$19.1M2026-10-26
RMG Wealth Management LLC
INCREASED1,358,0331,332,132+25,901+2%$133.9M$132.5M-$1.3M2026-10-26
Commonwealth Equity Services, LLC
INCREASED548,314529,891+18,423+3%$52.1M$51.5M-$607.1K2026-11-02
Victory Financial Group, LLC
INCREASED444,213430,919+13,294+3%$42.4M$41.7M-$652.2K2026-10-27
Cornerstone Planning Group LLC
INCREASED396,327390,783+5,544+1%$37.3M$38.5M+$1.2M2026-10-16
First Pacific Financial
NEW283,401—+283,401——$26.6M—2026-10-14
Orgel Wealth Management, LLC
DECREASED279,574284,164-4,590-2%$27.9M$26.2M-$1.7M2026-10-14
Eclectic Associates Inc
INCREASED266,843263,644+3,199+1%$25.9M$25.1M-$862.3K2026-10-09
Cosner Financial Group, LLC
DECREASED263,187277,581-14,394-5%$27.3M$24.0M-$3.3M2026-11-03
Avior Wealth Management, LLC
DECREASED261,421310,631-49,210-16%$30.5M$24.5M-$6.0M2026-10-13
Capital Wealth Management, LLC
INCREASED259,662243,505+16,157+7%$23.9M$24.4M+$443.1K2026-10-27
Beam Wealth Advisors, Inc.
INCREASED240,282239,990+292+0%$23.6M$22.6M-$1.0M2026-11-03
Rodgers & Associates, LTD
DECREASED231,710236,684-4,974-2%$23.3M$21.8M-$1.5M2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED208,582196,090+12,492+6%$19.3M$19.6M+$308.2K2026-11-05
Steele Capital Management, Inc.
DECREASED205,084205,307-2230%$20.2M$19.3M-$926.4K2026-11-02
Matrix Trust Co
DECREASED205,084205,307-2230%$20.2K$19.3K-$9272026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED167,020114,747+52,273+46%$11.3M$15.7K-$11.3M2026-11-02
PTM Wealth Management, LLC
INCREASED166,015163,480+2,535+2%$15.5M$16.2M+$611.3K2026-10-23
Eagle Strategies LLC
DECREASED158,498159,643-1,145-1%$15.7M$14.9M-$811.5K2026-10-16
Creative Financial Designs Inc
DECREASED137,464142,953-5,489-4%$14.1M$12.9M-$1.1M2026-11-04
Sigma Planning Corp
INCREASED134,602130,983+3,619+3%$12.9M$12.6M-$237.8K2026-10-23
Certified Advisory Corp
INCREASED127,302111,060+16,242+15%$10.9M$12.0M+$1.0M2026-10-29
OxenFree Capital LLC
INCREASED115,293111,446+3,847+3%$10.8M$11.2M+$419.0K2026-10-07
Scott Capital Advisors, LLC
INCREASED114,721113,384+1,337+1%$11.1M$11.0M-$122.1K2026-10-13
PFS Partners, LLC
DECREASED103,798103,991-1930%$10.2M$9.7M-$476.8K2026-10-21
Truist Financial Corp
DECREASED96,76298,428-1,666-2%$9.7M$9.1M-$590.5K2026-10-30
Verde Capital Management
INCREASED90,82981,701+9,128+11%$8.0M$8.5M+$496.8K2026-10-28
Rockport Wealth LLC
DECREASED90,163194,329-104,166-54%$19.1M$8.5M-$10.6M2026-11-03
Ddfg, Inc
INCREASED82,16479,702+2,462+3%$7.8M$7.7M-$120.3K2026-10-15
Ipsen Advisor Group LLC
DECREASED77,63580,652-3,017-4%$7.9M$7.3M-$638.9K2026-10-29
Marino, Stram & Associates LLC
INCREASED76,11673,252+2,864+4%$7.2M$7.1M-$54.1K2026-10-22
Oppenheimer & Co Inc
DECREASED74,86579,975-5,110-6%$7.9M$7.0M-$832.5K2026-10-26
Kestra Advisory Services, LLC
INCREASED73,02969,500+3,529+5%$6.8M$6.9M+$24.9K2026-11-02
Cerro Pacific Wealth Advisors LLC
INCREASED70,67263,687+6,985+11%$6.3M$6.6M+$374.9K2026-10-22
Saxon Interests, Inc.
NEW64,415—+64,415——$6.0M—2026-10-26
Advisory Solutions Group, LLC
NEW64,352—+64,352——$6.0M—2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED63,91061,627+2,283+4%$6.0M$6.1M+$132.9K2026-10-13
Diversify Wealth Management, LLC
INCREASED59,31958,498+821+1%$5.6M$5.6M+$29.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED59,31958,498+821+1%$5.6M$5.6M+$29.5K2026-10-20
Kellett Wealth Advisors, LLC
DECREASED58,42359,428-1,005-2%$5.8M$5.5M-$356.5K2026-10-15
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED55,50055,50000%$5.5M$5.2M-$244.8K2026-11-02
Summit Asset Management, LLC
DECREASED55,39056,256-866-2%$5.5M$5.2M-$329.4K2026-11-05
Creative Planning
INCREASED54,64753,560+1,087+2%$5.3M$5.1M-$134.2K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED52,90351,858+1,045+2%$5.1M$5.0M-$130.6K2026-10-23
Steinberganna Wealth Management
DECREASED50,24850,878-630-1%$5.0M$4.7M-$283.6K2026-10-23
Virtus Wealth Solutions LLC
DECREASED49,69252,133-2,441-5%$5.1M$4.7M-$459.2K2026-11-03
Black Diamond Financial, LLC
DECREASED42,59642,962-366-1%$4.2M$4.0M-$223.8K2026-10-26
Valley National Advisers Inc
INCREASED40,91640,673+243+1%$4.0M$3.8M-$156.5K2026-10-23
James J. Burns & Company, LLC
DECREASED40,28542,266-1,981-5%$4.2M$3.8M-$372.4K2026-10-22
Towne Trust Company, N.a
INCREASED39,78537,100+2,685+7%$3.6M$3.7M+$88.5K2026-10-28
Accel Wealth Management
INCREASED37,68333,332+4,351+13%$3.3M$3.5M+$261.5K2026-10-13
Retirement Planning Group, LLC
DECREASED34,22137,847-3,626-10%$3.7M$3.2M-$507.3K2026-10-19
Summit Wealth Group LLC / Co
DECREASED32,10332,674-571-2%$3.2M$3.0M-$197.7K2026-10-29
Family Legacy, Inc.
DECREASED30,78231,889-1,107-3%$3.1M$2.9M-$244.6K2026-10-13
IFS Advisors, LLC
NEW30,372—+30,372——$2.9M—2026-10-14
Caliber Wealth Management, LLC / KS
DECREASED29,85730,934-1,077-3%$3.0M$2.8M-$237.6K2026-11-04
Ignite Planners, LLC
DECREASED29,68932,575-2,886-9%$3.2M$2.8M-$416.4K2026-10-14
Elevation Capital Advisory, LLC
NEW29,406—+29,406——$2.8M—2026-10-29
Aire Advisors, LLC
DECREASED28,83528,845-100%$2.8M$2.7M-$128.2K2026-10-22
Capital Square, LLC
DECREASED28,45530,581-2,126-7%$3.0M$2.7M-$301.9K2026-10-19
Rhodes Investment Advisors Inc
INCREASED27,07026,035+1,035+4%$2.6M$2.5M-$17.6K2026-10-07
United Advisor Group, LLC
INCREASED26,66525,901+764+3%$2.5M$2.5M-$42.5K2026-11-03
Sovran Advisors, LLC
DECREASED26,47827,552-1,074-4%$2.6M$2.5M-$101.9K2026-11-02
GHP Investment Advisors, Inc.
INCREASED25,34225,337+5+0%$2.5M$2.4M-$111.2K2026-10-15
First Bank & Trust
INCREASED24,98622,163+2,823+13%$2.2M$2.3M+$167.3K2026-10-19
Visionary Wealth Advisors
INCREASED24,07723,915+162+1%$2.4M$2.3M-$90.3K2026-11-04
Stanich Group LLC
INCREASED22,06121,771+290+1%$2.1M$2.1M-$68.7K2026-10-16
Independent Financial Group, LLC
INCREASED21,93914,568+7,371+51%$1.4M$2.1M+$627.8K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED21,77822,178-400-2%$2.2M$2.0M-$135.4K2026-10-22
PCA Investment Advisory Services Inc.
DECREASED20,89520,983-880%$2.1M$2.0M-$100.7K2026-10-13
Farther Finance Advisors, LLC
DECREASED20,68521,087-402-2%$2.1M$1.9M-$128.8K2026-10-08
Focus Financial Network, Inc.
INCREASED20,21418,832+1,382+7%$1.9M$1.9M+$46.7K2026-10-14
Courage Miller Partners, LLC
DECREASED20,00420,481-477-2%$2.0M$1.9M-$135.1K2026-10-21
Hunter Associates Investment Management LLC
DECREASED19,85020,133-283-1%$2.0M$1.9K-$2.0M2026-10-26
Nilsine Partners, LLC
INCREASED19,75719,690+67+0%$1.9M$1.9M-$80.5K2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED19,64810,660+8,988+84%$1.0M$1.8M+$796.9K2026-10-19
Carnegie Investment Counsel
INCREASED19,11318,416+697+4%$1.8M$1.8M-$15.8K2026-10-20
Nottingham Advisors, Inc.
UNCHANGED18,68218,68200%$1.8M$1.8M+$3742026-10-29
Capital Asset Advisory Services LLC
DECREASED17,07117,628-557-3%$1.7M$1.6M-$129.1K2026-10-30
Davenport & Co LLC
INCREASED16,44115,856+585+4%$1.6M$1.5M-$15.0K2026-10-14
HF Advisory Group, LLC
INCREASED15,77215,258+514+3%$1.5M$1.5M-$19.1K2026-10-09
McAdam, LLC
DECREASED15,76716,701-934-6%$1.6M$1.5M-$161.3K2026-10-21
Equity Wealth Partners, LLC
DECREASED15,62716,963-1,336-8%$1.7M$1.5M-$200.2K2026-10-26
B. Riley Wealth Advisors, Inc.
NEW15,314—+15,314——$1.4M—2026-10-13
Neumann Capital Management, LLC
DECREASED14,77615,076-300-2%$1.5M$1.4M-$94.7K2026-10-15
Silverlake Wealth Management LLC
INCREASED13,98811,862+2,126+18%$1.2M$1.3M+$147.3K2026-10-21
Citigroup Inc
INCREASED13,65313,489+164+1%$1.3M$1.3M-$44.1K2026-11-04
LaFleur & Godfrey LLC
INCREASED12,66411,989+675+6%$1.2M$1.2M+$10.5K2026-10-27
Vise Technologies, Inc.
INCREASED12,37712,282+95+1%$1.2M$1.2M-$45.2K2026-10-29
KPP Advisory Services LLC
DECREASED12,16512,803-638-5%$1.3M$1.1M-$116.4K2026-10-26
Park Avenue Securities LLC
INCREASED12,08711,767+320+3%$1.2M$1.1K-$1.2M2026-10-26
G&S Capital LLC
NEW11,938—+11,938——$1.1M—2026-10-23
Wealthcare Advisory Partners LLC
DECREASED11,55611,571-150%$1.1M$1.1M-$52.4K2026-10-21
AdvisorNet Financial, Inc
DECREASED11,43611,851-415-3%$1.2M$1.1M-$88.6K2026-10-15
Wilkerson Advisory Group LLC
INCREASED11,39311,211+182+2%$1.1M$1.1M-$32.3K2026-10-20
Integrity Wealth Partners, LLC
NEW11,327—+11,327——$1.1M—2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED10,93010,93000%$1.1M$1.0M-$48.2K2026-10-13
Signal Advisors Wealth, LLC
DECREASED10,52810,878-350-3%$1.1M$988.5K-$80.8K2026-10-13
Atria Investments, Inc
INCREASED10,45310,294+159+2%$1.0M$981.4K-$30.5K2026-10-15
Cape Investment Advisory, Inc.
INCREASED10,35210,351+1+0%$1.0M$972.0K-$45.6K2026-10-13
Willner & Heller, LLC
INCREASED10,3509,805+545+6%$963.8K$971.7K+$7.9K2026-10-28
Moneco Advisors, LLC
UNCHANGED10,02710,02700%$985.7K$941.4K-$44.2K2026-11-05
Verdence Capital Advisors LLC
NEW9,845—+9,845——$924.3K—2026-10-26
HRC Wealth Management, LLC
DECREASED9,84310,166-323-3%$999.4K$924.1K-$75.2K2026-10-16
MGO One Seven LLC
DECREASED9,75111,870-2,119-18%$1.2M$915.5K-$251.4K2026-10-28
Cpwa, LLC
INCREASED9,4829,307+175+2%$914.8K$913.1K-$1.7K2026-11-04
Destiny Wealth Partners, LLC
NEW9,262—+9,262——$863.3K—2026-11-05
Kestra Private Wealth Services, LLC
INCREASED9,1419,088+53+1%$893.3K$858.3K-$35.0K2026-10-30
AtlasMark Financial, Inc
UNCHANGED9,0009,00000%$884.7K$845.0K-$39.7K2026-10-13
Sentinel Advisory Group, LLC
INCREASED8,9618,920+41+0%$876.8K$841.3K-$35.5K2026-10-20
PFG Advisors
DECREASED8,9049,454-550-6%$929.3K$836.0K-$93.3K2026-10-16
Ridgewood Investments LLC
UNCHANGED8,2828,28200%$814.1K$777.6K-$36.5K2026-10-05
Mlp3, LLC
INCREASED8,1568,150+6+0%$801.1K$765.7K-$35.4K2026-10-22
Michels Family Financial, LLC
DECREASED7,9248,002-78-1%$786.6K$744.0K-$42.6K2026-11-02
Triangle Securities Wealth Management
INCREASED7,4614,824+2,637+55%$474.2K$700.5K+$226.3K2026-10-14
MidAtlantic Capital Management, Inc.
UNCHANGED7,1137,11300%$699.2K$667.8K-$31.4K2026-11-05
Innova Wealth Partners
INCREASED6,9695,932+1,037+17%$583.1K$654.3K+$71.2K2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED6,8557,209-354-5%$708.6K$643.6K-$65.0K2026-10-16
D.A. Davidson & Co.
INCREASED6,4705,575+895+16%$548.0K$607.5K+$59.4K2026-10-28
Carrera Capital Advisors
DECREASED6,3419,544-3,203-34%$938.2K$595.4K-$342.8K2026-11-03
Prospera Financial Services Inc
INCREASED6,2735,088+1,185+23%$500.1K$584.8K+$84.6K2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED6,1816,18100%$607.6K$580.3K-$27.3K2026-10-28
Mayfair Advisory Group, LLC
INCREASED6,1706,165+5+0%$586.3K$579.3K-$7.0K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED6,0356,03500%$593.2K$566.6K-$26.6K2026-10-05
JIM Saulnier & Associates, LLC
DECREASED5,9008,398-2,498-30%$825.5K$553.9K-$271.6K2026-11-04
Investment Partners Asset Management, Inc.
INCREASED5,8185,762+56+1%$566.4K$546.3K-$20.2K2026-10-09
IFP Advisors, Inc
DECREASED5,7856,283-498-8%$617.6K$543.2K-$74.5K2026-10-16
Pinnacle Associates LTD
UNCHANGED5,5975,59700%$550.2K$525.5K-$24.7K2026-10-20
Revisor Wealth Management LLC
INCREASED5,5165,170+346+7%$508.2K$516.3K+$8.1K2026-10-20
Asset Allocation Strategies LLC
DECREASED5,5146,019-505-8%$591.7K$517.7K-$74.0K2026-10-20
BlueChip Wealth Advisors LLC
INCREASED5,4212,487+2,934+118%$244.5K$509.0K+$264.5K2026-11-03
Flagstar Securities, Inc
DECREASED5,4056,279-874-14%$617.3K$507.5K-$109.9K2026-10-15
Kaizen Financial Strategies
INCREASED5,3705,360+10+0%$524.6K$504.2K-$20.3K2026-10-09
Prevail Innovative Wealth Advisors, LLC
NEW5,342—+5,342——$513.3K—2026-10-20
StoneX Group Inc.
INCREASED5,3133,122+2,191+70%$306.9K$504.4K+$197.5K2026-11-03
Assetmark, Inc
INCREASED5,2495,201+48+1%$511.3K$492.8K-$18.4K2026-10-21
Westside Investment Management, Inc.
UNCHANGED5,1005,10000%$501.3K$482.7K-$18.6K2026-11-02
Fermata Advisors, LLC
DECREASED5,0815,524-443-8%$543.1K$477.0K-$66.0K2026-10-13
Davis Investment Partners, LLC
UNCHANGED4,8004,80000%$471.8K$450.7K-$21.2K2026-11-05
Trust Point Inc.
UNCHANGED4,6514,65100%$457.2K$436.7K-$20.5K2026-10-27
Thrivent Financial for Lutherans
DECREASED4,583192,454-187,871-98%$18.9M$432.0K-$18.5M2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED4,5004,50000%$442.4K$422.5K-$19.8K2026-10-26
Secure Asset Management, LLC
INCREASED4,4024,052+350+9%$398.3K$413.3K+$14.9K2026-10-19
Journey Advisory Group, LLC
UNCHANGED4,3854,38500%$431.0K$411.7K-$19.3K2026-11-04
Private Trust Co NA
INCREASED4,3403,561+779+22%$350.1K$407.5K+$57.4K2026-10-20
LexAurum Advisors, LLC
DECREASED4,2964,355-59-1%$428.1K$403.4K-$24.7K2026-10-19
Unified Investment Management
INCREASED4,2914,290+1+0%$421.8K$402.9K-$18.9K2026-10-14
LongView Wealth Management
INCREASED4,2134,071+142+3%$400.2K$395.6K-$4.7K2026-10-19
Studio Investment Management LLC
INCREASED4,0813,827+254+7%$376.2K$383.2K+$7.0K2026-10-22
Selby Wealth Management, LLC
NEW4,045—+4,045——$379.8K—2026-10-16
Monetary Solutions, Ltd
INCREASED3,9973,996+1+0%$392.8K$375.2K-$17.6K2026-10-22
Roman Butler Fullerton & Co
DECREASED3,9894,064-75-2%$392.2K$373.8K-$18.3K2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
DECREASED3,9876,518-2,531-39%$640.8K$374.3K-$266.4K2026-10-09
Means Investment Co., Inc.
DECREASED3,8684,109-241-6%$403.9K$363.2K-$40.7K2026-11-03
Clark Asset Management, LLC
INCREASED3,8453,842+3+0%$377.7K$361.0K-$16.7K2026-10-19
Indivisible Partners
INCREASED3,8192,870+949+33%$282.1K$358.6K+$76.4K2026-10-26
Rede Wealth, LLC
UNCHANGED3,7863,78600%$372.2K$355.5K-$16.7K2026-10-22
Kaydan Wealth Management, Inc.
DECREASED3,7504,950-1,200-24%$486.6K$352.1K-$134.5K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED3,6373,950-313-8%$388.3K$341.5K-$46.8K2026-10-13
Trilogy Capital Inc.
INCREASED3,6163,614+2+0%$355.3K$339.5K-$15.8K2026-10-20
XY Planning Network, Inc.
UNCHANGED3,5033,50300%$344.3K$328.9K-$15.4K2026-10-14
TKG Advisors, LLC
NEW3,355—+3,355——$315.0K—2026-11-02
Financial Management Network Inc
NEW3,341—+3,341——$319.8K—2026-10-09
FCG Investment Co
DECREASED3,3243,391-67-2%$333.4K$312.1K-$21.3K2026-10-13
Brookstone Capital Management
NEW3,110—+3,110——$292.0K—2026-10-22
Kendall Capital Management
INCREASED3,0743,072+2+0%$302.0K$288.6K-$13.4K2026-10-23
Evanson Financial, LLC
UNCHANGED3,0003,00000%$294.9K$281.7K-$13.2K2026-10-23
Larson Financial Group LLC
DECREASED2,9423,103-161-5%$305.0K$276.2K-$28.8K2026-11-05
RAM Investment Partners, LLC
UNCHANGED2,8652,86500%$281.6K$269.0K-$12.6K2026-10-21
Asempa Wealth Advisors
INCREASED2,8002,797+3+0%$274.9K$265.3K-$9.7K2026-10-07
CFS Investment Advisory Services, LLC
DECREASED2,7192,793-74-3%$271.7K$264.6K-$7.0K2026-10-19
Dahring | Cusmano LLC
DECREASED2,6732,707-34-1%$266.1K$251.0K-$15.1K2026-11-03
FC Advisory LLC
UNCHANGED2,6372,63700%$259.2K$247.6K-$11.6K2026-10-05
Procyon Advisors, LLC
UNCHANGED2,5962,59600%$255.2K$243.7K-$11.4K2026-10-21
Opal Wealth Advisors, LLC
UNCHANGED2,5722,57200%$252.8K$241.5K-$11.3K2026-10-16
Independent Wealth Network Inc.
DECREASED2,5472,571-24-1%$252.7K$239.1K-$13.6K2026-10-19
American National Bank & Trust
UNCHANGED2,5122,51200%$246.9K$235.9K-$11.1K2026-10-07
Fiduciary Alliance LLC
INCREASED2,4652,440+25+1%$239.8K$231.4K-$8.4K2026-10-13
Cornerstone Wealth Management, LLC
UNCHANGED2,4152,41500%$237.4K$226.7K-$10.7K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED2,4122,41200%$237.1K$226.5K-$10.6K2026-10-14
International Assets Investment Management, LLC
UNCHANGED2,3622,36200%$231.2K$223.8K-$7.4K2026-11-02
Parallel Advisors, LLC
INCREASED2,3552,347+8+0%$230.7K$221.1K-$9.6K2026-11-03
Breakwater Capital Group
DECREASED2,3272,365-38-2%$232.5K$218.5K-$14.0K2026-10-09
Flagship Harbor Advisors, LLC
INCREASED2,2852,189+96+4%$215.1K$214.5K-$6332026-10-26
Sage Financial Group Inc
UNCHANGED2,2652,26500%$222.7K$212.7K-$10.0K2026-10-27
Clear Creek Financial Management, LLC
INCREASED2,2532,149+104+5%$211.3K$211.5K+$2482026-10-28
Granite Investment Partners, LLC
UNCHANGED2,2102,21000%$217.2K$207.5K-$9.7K2026-11-04
Christensen, King & Associates Investment Services, Inc.
NEW2,188—+2,188——$205.4K—2026-10-22
City State Bank
UNCHANGED2,1482,14800%$211.1K$201.7K-$9.5K2026-10-20
CX Institutional
DECREASED2,0652,096-31-1%$206$194-$122026-10-02
Financial Perspectives, Inc
INCREASED1,9371,567+370+24%$154.0K$181.8K+$27.8K2026-11-03
Foresight Capital Management Advisors, Inc.
NEW1,786—+1,786——$167.7K—2026-10-27
First Horizon Corp
UNCHANGED1,6271,62700%$159.9K$152.8K-$7.2K2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED1,5501,55000%$152.4K$145.6K-$6.8K2026-10-20
TD Private Client Wealth LLC
DECREASED1,3851,777-392-22%$174.7K$130.0K-$44.6K2026-10-28
Provenance Wealth Advisors, LLC
UNCHANGED1,0341,03400%$101.6K$97.1K-$4.6K2026-10-30
Triumph Capital Management
NEW1,008—+1,008——$94.6K—2026-10-14
Rossby Financial, LCC
NEW908—+908——$85.3K—2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED77477400%$76.1K$72.7K-$3.4K2026-10-15
Sfam, LLC
DECREASED635729-94-13%$71.7K$59.6K-$12.0K2026-11-03
GGM Financial LLC
INCREASED538537+1+0%$52.8K$50.5K-$2.3K2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED51051000%$50.1K$47.9K-$2.2K2026-10-19
Salomon & Ludwin, LLC
UNCHANGED48848800%$47.8K$45.8K-$1.9K2026-10-29
Kingdom Financial Group Llc.
NEW466—+466——$43.8K—2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED45345300%$45$43-$22026-10-27
Mosley Wealth Management
INCREASED449448+1+0%$44.1K$42.7K-$1.4K2026-10-16
Oakworth Capital, Inc.
UNCHANGED42042000%$41.3K$39.4K-$1.9K2026-10-26
St. Johns Investment Management Company, LLC
DECREASED358400-42-10%$39.3K$33.6K-$5.7K2026-10-30
Quaker Wealth Management, LLC
INCREASED339338+1+0%$33.2K$31.8K-$1.4K2026-10-22
Lanark Financial, Inc.
DECREASED323358-35-10%$35.2K$30.3K-$4.9K2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED31831800%$31.2K$29.9K-$1.3K2026-11-03
Yankcom Partnership
UNCHANGED30030000%$29.5K$28.2K-$1.3K2026-10-15
Financial Consulate, Inc
UNCHANGED29729700%$29.2K$27.9K-$1.3K2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED22522500%$22.2K$21.2K-$9932026-10-16
Elevation Wealth Partners, LLC
INCREASED223222+1+0%$21.8K$20.9K-$9382026-10-07
Eastern Bank
UNCHANGED22222200%$21.8K$20.8K-$9792026-10-05
Hoey Investments, Inc
UNCHANGED17117100%$16.8K$16.1K-$7542026-10-29
Cedar Mountain Advisors, LLC
UNCHANGED12112100%$11.9K$11.4K-$5332026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED10510500%$10.3K$9.9K-$4442026-11-04
Country Trust Bank
NEW89—+89——$8.4K—2026-10-30
Spire Wealth Management
DECREASED88448-360-80%$44.0K$8.3K-$35.8K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED888800%$8.7K$8.3K-$3882026-10-21
Abound Wealth Management
UNCHANGED878700%$8.6K$8.2K-$3842026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED787800%$7.7K$7.3K-$3442026-10-30
Asset Dedication, LLC
INCREASED6749+18+37%$4.8K$6.3K+$1.5K2026-11-03
Trust Co of Toledo NA
UNCHANGED636300%$6.2K$5.9K-$2782026-10-16
Signaturefd, LLC
UNCHANGED606000%$5.9K$5.6K-$2652026-10-23
Main Street Group, LTD
UNCHANGED555500%$5.4K$5.1K-$2312026-10-28
EPG Wealth Management LLC
UNCHANGED484800%$4.7K$4.5K-$2112026-11-03
Bfsg, LLC
UNCHANGED444400%$4.3K$4.1K-$1942026-10-30
Keystone Financial Group, Inc.
UNCHANGED404000%$3.9K$3.8K-$1692026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED363600%$3.5K$3.4K-$1522026-11-02
GK Wealth Management LLC
NEW30—+30——$2.8K—2026-10-09
CoreCap Advisors, LLC
INCREASED241+23+2300%$56$2.3K+$2.3K2026-10-08
Central Pacific Bank - Trust Division
UNCHANGED181800%$1.8K$1.7K-$792026-10-06
Register Financial Advisors LLC
NEW9—+9——$845—2026-10-23
Signature Equity Partners, LLC
UNCHANGED5500%$492$469-$232026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED5500%$492$469-$232026-10-23
Axxcess Wealth Management, LLC
CLOSED017,628-17,628-100%$1.7M$0-$1.7M2026-10-21
rebel Financial LLC
CLOSED04,857-4,857-100%$477.5K$0-$477.5K2026-11-04
Lido Advisors, LLC
CLOSED02,676-2,676-100%$263.1K$0-$263.1K2026-11-04
Sagace Wealth Management LLC
CLOSED02,642-2,642-100%$259.7K$0-$259.7K2026-10-28
Telos Capital Management, Inc.
CLOSED02,127-2,127-100%$209.1K$0-$209.1K2026-11-02
Carolina Wealth Management Inc
CLOSED02,086-2,086-100%$205.1K$0-$205.1K2026-10-29
NBT Bank, N.A.
CLOSED01,652-1,652-100%$162.4K$0-$162.4K2026-10-21
Concord Wealth Partners
CLOSED01,122-1,122-100%$110.3K$0-$110.3K2026-11-02
MCF Advisors LLC
CLOSED0550-550-100%$54.1K$0-$54.1K2026-10-28
Tsfg, LLC
CLOSED0517-517-100%$51.0K$0-$51.0K2026-10-23
Nemes Rush Group LLC
CLOSED0367-367-100%$36.1K$0-$36.1K2026-11-04
Key FInancial Inc
CLOSED036-36-100%$3.5K$0-$3.5K2026-11-02
Brooklyn FI, LLC
CLOSED031-31-100%$2.9K$0-$2.9K2026-11-05
Physician Wealth Advisors, Inc.
CLOSED026-26-100%$2.6K$0-$2.6K2026-10-20
Signature Resources Capital Management, LLC
CLOSED02-2-100%$197$0-$1972026-10-16
Woodard & Co Asset Management Group Inc
CLOSED01-1-100%$80$0-$802026-11-03
Provident Wealth Management, LLC
CLOSED01-1-100%$98$0-$982026-10-20
LPL Financial LLC
N/A—2,871,946-2,871,946-100%$282.3M———
Morgan Stanley
N/A—1,316,703-1,316,703-100%$129.4M———
Raymond James Financial Inc
N/A—1,137,839-1,137,839-100%$111.8M———
Ameriprise Financial Inc
N/A—1,021,825-1,021,825-100%$100.4M———
Northwestern Mutual Wealth Management Co
N/A—993,164-993,164-100%$97.6M———
Cetera Investment Advisers
N/A—970,838-970,838-100%$95.4M———
Allegheny Financial Group
N/A—622,184-622,184-100%$61.2M———
Bank of America Corp
N/A—577,867-577,867-100%$56.8M———
Osaic Holdings, Inc.
N/A—542,966-542,966-100%$53.4M———
UBS Group AG
N/A—440,630-440,630-100%$43.3M———
Mariner, LLC
N/A—436,059-436,059-100%$42.9M———
Wells Fargo & Company
N/A—422,531-422,531-100%$41.5M———
Arax Advisory Partners
N/A—305,921-305,921-100%$30.1M———
IAG Wealth Partners, LLC
N/A—225,135-225,135-100%$22.1M———
Royal Bank of Canada
N/A—212,859-212,859-100%$20.9M———
Bedel Financial Consulting, Inc.
N/A—167,366-167,366-100%$16.5M———
Granville Capital, Inc.
N/A—150,569-150,569-100%$14.8M———
Nations Financial Group Inc,
N/A—145,713-145,713-100%$14.3M———
Vestmark Advisory Solutions, Inc.
N/A—144,173-144,173-100%$14.2M———
Envestnet Asset Management Inc
N/A—144,107-144,107-100%$14.2M———
Integrated Investment Consultants, LLC
N/A—136,468-136,468-100%$12.9M———
Wellington Management Group LLP
N/A—122,950-122,950-100%$12.1M———
Wood Tarver Financial Group, LLC
N/A—113,377-113,377-100%$11.1M———
Tandem Financial, LLC
N/A—112,506-112,506-100%$11.1M———
NewEdge Advisors, LLC
N/A—109,197-109,197-100%$10.7M———
Equitable Holdings, Inc.
N/A—98,557-98,557-100%$9.7M———
Steward Partners Investment Advisory, LLC
N/A—90,518-90,518-100%$8.9M———
Silver OAK Wealth Advisors Services, LLC
N/A—84,468-84,468-100%$8.3M———
Private Advisor Group, LLC
N/A—83,528-83,528-100%$8.2M———
Denver Wealth Management, Inc.
N/A—72,745-72,745-100%$7.2M———
JPMorgan Chase & Co
N/A—71,217-71,217-100%$6.9M———
Castle Wealth Management LLC
N/A—66,107-66,107-100%$6.5M———
MML Investors Services, LLC
N/A—65,227-65,227-100%$6.4M———
Premier Private Wealth Management LLC
N/A—65,033-65,033-100%$6.4M———
Chaney Capital Management, Inc.
N/A—62,511-62,511-100%$6.1M———
American Trust
N/A—56,431-56,431-100%$5.5M———
Jones Financial Companies Lllp
N/A—55,403-55,403-100%$5.3M———
Merit Financial Group, LLC
N/A—54,347-54,347-100%$5.3M———
&partners
N/A—51,762-51,762-100%$5.1M———
Faithward Advisors, LLC
N/A—51,753-51,753-100%$5.1M———
Nwam LLC
N/A—49,612-49,612-100%$4.9M———
Janney Montgomery Scott LLC
N/A—48,887-48,887-100%$4.8M———
Blair William & Co
N/A—48,132-48,132-100%$4.7M———
Prospect Financial Services LLC
N/A—46,859-46,859-100%$4.6M———
Horizon Family Wealth, Inc.
N/A—40,541-40,541-100%$4.0M———
HighTower Advisors, LLC
N/A—31,469-31,469-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—30,966-30,966-100%$3.0M———
Kingsview Wealth Management, LLC
N/A—30,105-30,105-100%$3.0M———
Balanced Rock Investment Advisors LLC
N/A—29,812-29,812-100%$2.9M———
LRI Investments, LLC
N/A—29,730-29,730-100%$2.9M———
Principal Securities, Inc.
N/A—28,915-28,915-100%$2.8M———
Horizon Investment Services, LLC
N/A—27,878-27,878-100%$2.7M———
Mercer Global Advisors Inc
N/A—24,151-24,151-100%$2.4M———
CIBC Bancorp USA Inc.
N/A—22,565-22,565-100%$2.2M———
Hilltop Holdings Inc.
N/A—22,528-22,528-100%$2.2M———
Goldman Sachs Group Inc
N/A—22,344-22,344-100%$2.2M———
Ausdal Financial Partners, Inc.
N/A—21,892-21,892-100%$2.2M———
FMR LLC
N/A—20,653-20,653-100%$2.0M———
PNC Financial Services Group, Inc.
N/A—20,590-20,590-100%$2.0M———
Bonfire Financial
N/A—19,584-19,584-100%$1.9M———
Betterment LLC
N/A—19,178-19,178-100%$1.9M———
Liberty Square Wealth Partners LLC
N/A—18,723-18,723-100%$1.8M———
Global Retirement Partners, LLC
N/A—18,560-18,560-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—18,402-18,402-100%$1.8M———
Natixis Advisors, LLC
N/A—17,554-17,554-100%$1.7M———
Money Concepts Capital Corp
N/A—17,420-17,420-100%$1.7M———
Perissos Private Wealth Management, LLC
N/A—17,081-17,081-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—15,732-15,732-100%$1.5M———
IEQ Capital, LLC
N/A—14,370-14,370-100%$1.4M———
Harbour Investments, Inc.
N/A—13,404-13,404-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—13,234-13,234-100%$1.3M———
Pacific SUN Financial Corp
N/A—13,223-13,223-100%$1.3M———
Benjamin Edwards Inc
N/A—12,443-12,443-100%$1.2M———
Capital Analysts, LLC
N/A—12,429-12,429-100%$1.2M———
J.W. Cole Advisors, Inc.
N/A—12,110-12,110-100%$1.2M———
Stifel Financial Corp
N/A—12,003-12,003-100%$1.2M———
Fifth Third Bancorp
N/A—11,873-11,873-100%$1.2M———
Captrust Financial Advisors
N/A—11,353-11,353-100%$1.1M———
Cresset Asset Management, LLC
N/A—11,114-11,114-100%$1.1M———
Madison Wealth Partners, Inc
N/A—10,895-10,895-100%$1.1M———
MAI Capital Management
N/A—10,570-10,570-100%$1.0M———
Ponta Wealth Partners, LLC
N/A—9,774-9,774-100%$960.8K———
Keyvantage Wealth, LLC
N/A—9,314-9,314-100%$915.6K———
Financial Freedom, LLC
N/A—9,306-9,306-100%$914.8K———
Truepoint, Inc.
N/A—9,151-9,151-100%$899.5K———
Regal Investment Advisors LLC
N/A—8,935-8,935-100%$878.3K———
IHT Wealth Management, LLC
N/A—8,899-8,899-100%$874.8K———
Mutual Advisors, LLC
N/A—8,753-8,753-100%$860.5K———
Ibex Wealth Advisors
N/A—8,606-8,606-100%$845.9K———
Compound Planning, Inc.
N/A—8,482-8,482-100%$833.8K———
Susquehanna International Group, LLP
N/A—8,419-8,419-100%$827.6K———
Nuveen, LLC
N/A—8,215-8,215-100%$807.5K———
Gladstone Institutional Advisory LLC
N/A—8,041-8,041-100%$790.4K———
Maripau Wealth Management LLC
N/A—8,021-8,021-100%$788.1K———
Falcon Wealth Planning
N/A—7,831-7,831-100%$769.8K———
Advisory Services Network, LLC
N/A—7,518-7,518-100%$739.0K———
World Investment Advisors
N/A—7,124-7,124-100%$665.6K———
Geneos Wealth Management Inc.
N/A—7,076-7,076-100%$695.5K———
Nova Wealth Management, Inc.
N/A—6,686-6,686-100%$657.2K———
Quantinno Capital Management LP
N/A—6,565-6,565-100%$645.3K———
Bank of Montreal
N/A—6,475-6,475-100%$636.5K———
Savant Capital, LLC
N/A—6,413-6,413-100%$630.4K———
BFC Planning, Inc.
N/A—6,307-6,307-100%$620.0K———
Clearbridge Investments, LLC
N/A—6,174-6,174-100%$606.9K———
IFG Advisory, LLC
N/A—5,948-5,948-100%$584.7K———
WealthTrak Capital Management LLC
N/A—5,831-5,831-100%$573.2K———
GWN Securities Inc.
N/A—5,599-5,599-100%$550.4K———
Addison Advisors LLC
N/A—5,505-5,505-100%$541.1K———
Coldstream Capital Management Inc
N/A—5,500-5,500-100%$540.7K———
Transcend Capital Advisors, LLC
N/A—5,120-5,120-100%$503.3K———
Pinnacle Financial Partners, Inc.
N/A—4,774-4,774-100%$469.3K———
Blalock Williams, LLC
N/A—4,700-4,700-100%$462.0K———
American Money Management, LLC
N/A—4,630-4,630-100%$455.1K———
Asset Management Group, Inc.
N/A—4,568-4,568-100%$449.0K———
Everstar Asset Management, LLC
N/A—4,564-4,564-100%$448.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,456-4,456-100%$438.0K———
US Bancorp \de\
N/A—4,335-4,335-100%$426.1K———
Ameritas Advisory Services, LLC
N/A—4,189-4,189-100%$411.7K———
WealthCare Investment Partners, LLC
N/A—4,094-4,094-100%$402.5K———
TAGStone Capital, Inc.
N/A—4,068-4,068-100%$399.9K———
Liberty Wealth Management LLC
N/A—4,032-4,032-100%$317.6K———
Jacobi Capital Management LLC
N/A—4,021-4,021-100%$395.3K———
Modern Wealth Management, LLC
N/A—3,997-3,997-100%$393.0K———
Clearstead Advisors, LLC
N/A—3,961-3,961-100%$389.4K———
AQR Capital Management LLC
N/A—3,946-3,946-100%$387.9K———
Northern Capital Management, Inc.
N/A—3,880-3,880-100%$381.4K———
Compass Capital Management, Inc
N/A—3,840-3,840-100%$377.5K———
Moneta Group Investment Advisors LLC
N/A—3,639-3,639-100%$357.7K———
Cerity Partners LLC
N/A—3,623-3,623-100%$356.1K———
Focus Partners Wealth
N/A—3,504-3,504-100%$344.5K———
Brand Asset Management Group, Inc.
N/A—3,490-3,490-100%$343.1K———
Meeder Advisory Services, Inc.
N/A—3,487-3,487-100%$342.8K———
Orion Porfolio Solutions, LLC
N/A—3,479-3,479-100%$342.0K———
Keating Financial Advisory Services, Inc.
N/A—3,405-3,405-100%$334.7K———
Johnson Investment Counsel Inc
N/A—3,401-3,401-100%$334.4K———
Delta Asset Management LLC
N/A—3,360-3,360-100%$330.3K———
Stephens Inc
N/A—3,301-3,301-100%$324.5K———
Strategic Financial Concepts, LLC
N/A—3,244-3,244-100%$318.9K———
Bogart Wealth, LLC
N/A—3,219-3,219-100%$316.5K———
Valmark Advisers, Inc.
N/A—3,200-3,200-100%$314.6K———
Sanctuary Advisors, LLC
N/A—3,197-3,197-100%$314.3K———
Baird Financial Group, Inc.
N/A—3,153-3,153-100%$309.9K———
Legacy Capital Wealth Management, LLC
N/A—3,150-3,150-100%$309.6K———
Smartleaf Asset Management LLC
N/A—3,071-3,071-100%$298.8K———
O'shaughnessy Asset Management, LLC
N/A—2,780-2,780-100%$273.3K———
Landing Point Financial Group, LLC
N/A—2,720-2,720-100%$267.4K———
CreativeOne Wealth, LLC
N/A—2,673-2,673-100%$262.8K———
EP Wealth Advisors, LLC
N/A—2,593-2,593-100%$254.9K———
Kovack Advisors, Inc.
N/A—2,439-2,439-100%$238.8K———
Gotham Asset Management, LLC
N/A—2,434-2,434-100%$239.3K———
Belpointe Asset Management LLC
N/A—2,367-2,367-100%$232.7K———
Fortis Capital Advisors, LLC
N/A—2,367-2,367-100%$232.7K———
Allworth Financial LP
N/A—2,336-2,336-100%$229.7K———
Paces Ferry Wealth Advisors, LLC
N/A—2,316-2,316-100%$227.6K———
Thoroughbred Financial Services, LLC
N/A—2,285-2,285-100%$224.0K———
United Capital Financial Advisors, LLC
N/A—2,188-2,188-100%$214.9K———
Lansing Street Advisors
N/A—2,160-2,160-100%$212.3K———
Beacon Pointe Advisors, LLC
N/A—2,151-2,151-100%$211.4K———
Tanglewood Legacy Advisors, LLC
N/A—2,094-2,094-100%$205.8K———
Keel Point, LLC
N/A—2,083-2,083-100%$204.8K———
Nvest Financial, LLC
N/A—2,064-2,064-100%$202.9K———
Proactive Wealth Strategies LLC
N/A—2,062-2,062-100%$202.7K———
Western Wealth Management, LLC
N/A—2,036-2,036-100%$200.1K———
BankPlus Trust Department
N/A—1,752-1,752-100%$172.2K———
Centaurus Financial, Inc.
N/A—1,472-1,472-100%$145.0K———
AE Wealth Management LLC
N/A—1,310-1,310-100%$128.9K———
Synergy Investment Management, LLC
N/A—980-980-100%$96.3K———
Franklin Resources Inc
N/A—956-956-100%$94.0K———
Rockefeller Capital Management L.P.
N/A—901-901-100%$88.6K———
Huntington National Bank
N/A—813-813-100%$79.9K———
Glen Eagle Advisors, LLC
N/A—807-807-100%$79.3K———
UBS Asset Management Americas LLC
N/A—790-790-100%$77.7K———
Greykasell Wealth Strategies, Inc.
N/A—731-731-100%$71.9K———
TD Capital Management LLC
N/A—725-725-100%$71.3K———
Whittier Trust Co
N/A—662-662-100%$64.9K———
Operose Advisors LLC
N/A—659-659-100%$64.8K———
Basepoint Wealth LLC
N/A—592-592-100%$58.1K———
BlackRock, Inc.
N/A—500-500-100%$49.2K———
Bartlett & Co. Wealth Management LLC
N/A—400-400-100%$39.3K———
Vanguard Advisers Inc
N/A—386-386-100%$38.0K———
Godfrey Financial Associates, Inc.
N/A—313-313-100%$30.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—305-305-100%$30.0K———
Cornerstone Financial Management LLC
N/A—287-287-100%$28.2K———
Russell Investments Group, Ltd.
N/A—283-283-100%$27.8K———
Bayban
N/A—220-220-100%$21.6K———
Federation des caisses Desjardins du Quebec
N/A—210-210-100%$20.6K———
Caitlin John, LLC
N/A—200-200-100%$19.7K———
Medallion Wealth Advisors, LLC
N/A—139-139-100%$13.7K———
Central Trust Co
N/A—122-122-100%$12.0K———
BOK Financial Private Wealth, Inc.
N/A—64-64-100%$6.3K———
Transamerica Financial Advisors, LLC
N/A—61-61-100%$6.0K———
Atlantic Union Bankshares Corp
N/A—38-38-100%$3.7K———
one8zero8, LLC
N/A—30-30-100%$2.9K———
Continuum Advisory, LLC
N/A—28-28-100%$2.8K———
Aptus Capital Advisors, LLC
N/A—18-18-100%$1.8K———
Showing 450 of 450 institutions