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Ishares 10-20 Year Treasury (TLH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Forum Financial Management, LP
INCREASED
Shares10,253,274 from 9,680,967
Change+572,307 (+6%)
Value$945.0M (-$26.4M)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares4,706,766 from 3,002,613
Change+1,704,153 (+57%)
Value$433.8M (+$132.5M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares2,646,560 from 2,446,904
Change+199,656 (+8%)
Value$243.9M (-$1.6M)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares1,857,283 from 1,537,777
Change+319,506 (+21%)
Value$171.2M (+$16.9M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares1,395,639 from 1,367,082
Change+28,557 (+2%)
Value$128.6K (-$137.1M)
Filed 2026-10-26
Peavine Capital, LLC
NEW
Shares1,311,482
Change+1,311,482
Value$120.9M
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares1,231,947 from 1,110,583
Change+121,364 (+11%)
Value$113.5M (+$2.1M)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares670,662 from 672,411
Change-1,749 (0%)
Value$61.8M (-$5.7M)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares643,607 from 608,861
Change+34,746 (+6%)
Value$59.3M (-$1.8M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares623,761 from 561,888
Change+61,873 (+11%)
Value$57.5M (+$1.1M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares486,084 from 298,343
Change+187,741 (+63%)
Value$44.8M (+$15.4M)
Filed 2026-10-13
JB Capital LLC
INCREASED
Shares394,476 from 371,123
Change+23,353 (+6%)
Value$36.4M (-$883.3K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares357,380 from 262,174
Change+95,206 (+36%)
Value$32.9M (+$6.5M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares275,628 from 186,292
Change+89,336 (+48%)
Value$25.4M (+$6.7M)
Filed 2026-10-29
Cutler Investment Counsel LLC
NEW
Shares270,322
Change+270,322
Value$24.9M
Filed 2026-10-28
Watchman Group, Inc.
DECREASED
Shares268,554 from 275,011
Change-6,457 (-2%)
Value$24.8M (-$2.8M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares259,491 from 234,515
Change+24,976 (+11%)
Value$23.9K (-$23.5M)
Filed 2026-11-02
Arrow Financial Corp
INCREASED
Shares208,368 from 176,255
Change+32,113 (+18%)
Value$19.2M (+$1.5M)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
NEW
Shares187,067
Change+187,067
Value$17.2M
Filed 2026-11-04
Summit Asset Management, LLC
INCREASED
Shares182,175 from 177,429
Change+4,746 (+3%)
Value$16.8M (-$1.0M)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares178,086 from 173,493
Change+4,593 (+3%)
Value$16.4M (-$995.8K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
INCREASED
Shares169,812 from 169,041
Change+771 (+0%)
Value$15.7M (-$1.3M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares160,172 from 158,818
Change+1,354 (+1%)
Value$14.8M (-$1.2M)
Filed 2026-10-15
Able Financial Group, LLC
INCREASED
Shares156,275 from 145,297
Change+10,978 (+8%)
Value$14.4M (-$176.7K)
Filed 2026-10-14
Stone House Investment Management, LLC
INCREASED
Shares155,163 from 149,866
Change+5,297 (+4%)
Value$14.3M (-$737.7K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares153,257 from 69,608
Change+83,649 (+120%)
Value$14.4M (+$7.6M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares153,257 from 69,608
Change+83,649 (+120%)
Value$14.4M (+$7.6M)
Filed 2026-10-20
Kelly Financial Services LLC
INCREASED
Shares152,327 from 131,731
Change+20,596 (+16%)
Value$14.0M (+$820.7K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares152,078 from 166,474
Change-14,396 (-9%)
Value$14.0M (-$2.7M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares139,641 from 497,357
Change-357,716 (-72%)
Value$12.9M (-$37.0M)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares139,001 from 8,401
Change+130,600 (+1555%)
Value$12.8M (+$12.0M)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares136,082 from 123,653
Change+12,429 (+10%)
Value$12.5M (+$134.1K)
Filed 2026-10-14
SteelPeak Wealth, LLC
DECREASED
Shares130,902 from 137,143
Change-6,241 (-5%)
Value$12.1M (-$1.7M)
Filed 2026-10-16
Net Worth Advisory Group
INCREASED
Shares127,678 from 122,891
Change+4,787 (+4%)
Value$11.7M (-$583.2K)
Filed 2026-10-20
Confluence Investment Management LLC
DECREASED
Shares122,517 from 335,581
Change-213,064 (-63%)
Value$11.3M (-$22.4M)
Filed 2026-10-01
Quaker Wealth Management, LLC
NEW
Shares121,256
Change+121,256
Value$11.2M
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares118,520 from 111,572
Change+6,948 (+6%)
Value$10.9M (-$272.3K)
Filed 2026-10-29
Arvest Investments, Inc.
DECREASED
Shares116,131 from 127,888
Change-11,757 (-9%)
Value$10.7M (-$2.1M)
Filed 2026-10-21
Trek Financial, LLC
DECREASED
Shares112,790 from 126,225
Change-13,435 (-11%)
Value$10.4M (-$2.3M)
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares112,223 from 103,271
Change+8,952 (+9%)
Value$10.3M (-$19.7K)
Filed 2026-10-13
Sharkey, Howes & Javer
DECREASED
Shares100,002 from 100,084
Change-82 (0%)
Value$9.2M (-$826.2K)
Filed 2026-10-22
Affinity Capital Advisors, LLC
DECREASED
Shares99,716 from 156,580
Change-56,864 (-36%)
Value$9.2M (-$6.4M)
Filed 2026-10-13
Beacon Financial Group
INCREASED
Shares96,960 from 82,784
Change+14,176 (+17%)
Value$8.9M (+$629.3K)
Filed 2026-10-19
Evergreen Private Wealth LLC
INCREASED
Shares90,047 from 84,245
Change+5,802 (+7%)
Value$8.3M (-$154.3K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares89,870 from 74,293
Change+15,577 (+21%)
Value$8.3M (+$828.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares89,117 from 34,325
Change+54,792 (+160%)
Value$8.2M (+$4.8M)
Filed 2026-11-02
Royal Fund Management, LLC
INCREASED
Shares79,194 from 76,608
Change+2,586 (+3%)
Value$7.3M (-$388.3K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
INCREASED
Shares79,078 from 56,121
Change+22,957 (+41%)
Value$7.3M (+$1.7M)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares78,991 from 82,579
Change-3,588 (-4%)
Value$7.3M (-$1.0M)
Filed 2026-10-08
Strategic Blueprint, LLC
DECREASED
Shares74,373 from 76,682
Change-2,309 (-3%)
Value$6.9M (-$840.0K)
Filed 2026-10-22
Strata Wealth Advisors, LLC
NEW
Shares71,026
Change+71,026
Value$6.5M
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares69,780 from 45,152
Change+24,628 (+55%)
Value$6.4M (+$1.9M)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares67,823 from 63,693
Change+4,130 (+6%)
Value$6.5M (+$123.3K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares66,340 from 95,603
Change-29,263 (-31%)
Value$6.1M (-$3.5M)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares64,258 from 72,686
Change-8,428 (-12%)
Value$5.9M (-$1.4M)
Filed 2026-10-22
One Advisory Partners, LLC
INCREASED
Shares63,522 from 56,547
Change+6,975 (+12%)
Value$5.9M (+$180.4K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares61,332 from 80,435
Change-19,103 (-24%)
Value$5.7M (-$2.4M)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
DECREASED
Shares59,973 from 61,156
Change-1,183 (-2%)
Value$5.5M (-$609.3K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares59,703 from 100,328
Change-40,625 (-40%)
Value$5.5M (-$4.6M)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares57,329 from 39,835
Change+17,494 (+44%)
Value$5.3M (+$1.3M)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares55,323 from 54,802
Change+521 (+1%)
Value$5.1M (-$400.4K)
Filed 2026-10-15
Systelligence, LLC
INCREASED
Shares54,820 from 34,459
Change+20,361 (+59%)
Value$4.2M (+$741.8K)
Filed 2026-11-05
Forte Asset Management LLC
INCREASED
Shares54,709 from 23,621
Change+31,088 (+132%)
Value$5.0M (+$2.7M)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
INCREASED
Shares54,555 from 51,989
Change+2,566 (+5%)
Value$5.0M (-$188.8K)
Filed 2026-11-05
Cobblestone Asset Management LLC
INCREASED
Shares53,276 from 49,589
Change+3,687 (+7%)
Value$4.9M (-$65.8K)
Filed 2026-10-13
Professional Financial Management, Inc.
INCREASED
Shares53,067 from 49,059
Change+4,008 (+8%)
Value$4.9M (-$31.9K)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares49,689 from 47,481
Change+2,208 (+5%)
Value$4.6M (-$230.9K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares49,408 from 53,737
Change-4,329 (-8%)
Value$4.6M (-$838.6K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares48,018 from 40,714
Change+7,304 (+18%)
Value$4.4M (+$340.1K)
Filed 2026-11-02
Goodman Advisory Group, LLC
DECREASED
Shares46,927 from 59,660
Change-12,733 (-21%)
Value$4.3M (-$1.7M)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares46,456 from 40,995
Change+5,461 (+13%)
Value$4.3M (+$168.1K)
Filed 2026-11-02
Watershed Private Wealth LLC
INCREASED
Shares46,398 from 42,775
Change+3,623 (+8%)
Value$4.3M (-$16.0K)
Filed 2026-10-30
Anderson Hoagland & Co
INCREASED
Shares45,934 from 14,044
Change+31,890 (+227%)
Value$4.4M (+$3.0M)
Filed 2026-10-23
Cresta Advisors, Ltd.
DECREASED
Shares44,734 from 55,108
Change-10,374 (-19%)
Value$4.1M (-$1.4M)
Filed 2026-10-14
Advus Financial Partners, LLC
INCREASED
Shares43,670 from 42,904
Change+766 (+2%)
Value$4.0M (-$280.3K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares43,440 from 43,849
Change-409 (-1%)
Value$4.0M (-$396.4K)
Filed 2026-11-03
Unique Wealth, LLC
INCREASED
Shares43,403 from 41,938
Change+1,465 (+3%)
Value$4.0M (-$208.1K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
INCREASED
Shares41,159 from 39,909
Change+1,250 (+3%)
Value$3.8M (-$211.2K)
Filed 2026-10-09
Centerline Wealth Advisors, LLC
INCREASED
Shares40,585 from 31,175
Change+9,410 (+30%)
Value$3.7M (+$612.3K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares39,712 from 38,383
Change+1,329 (+3%)
Value$3.8M (+$24.5K)
Filed 2026-11-02
Bedminster, LLC
INCREASED
Shares38,318 from 37,108
Change+1,210 (+3%)
Value$3.5M (-$192.0K)
Filed 2026-11-04
Payden & Rygel
NEW
Shares35,900
Change+35,900
Value$3.3K
Filed 2026-10-28
Cornerstone Planning Group LLC
DECREASED
Shares34,420 from 34,856
Change-436 (-1%)
Value$3.2M (-$224.6K)
Filed 2026-10-16
SWP Financial LLC
INCREASED
Shares33,949 from 32,388
Change+1,561 (+5%)
Value$3.1M (-$121.0K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
NEW
Shares32,913
Change+32,913
Value$3.0M
Filed 2026-10-21
Integrated Advisors Network LLC
INCREASED
Shares32,897 from 26,328
Change+6,569 (+25%)
Value$3.0M (+$390.1K)
Filed 2026-10-20
Center For Asset Management LLC
INCREASED
Shares32,889 from 24,561
Change+8,328 (+34%)
Value$3.0M (+$566.6K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
NEW
Shares32,877
Change+32,877
Value$3.0M
Filed 2026-10-26
Polaris Investment Advisors, LLC
INCREASED
Shares32,593 from 32,500
Change+93 (+0%)
Value$3.0M (-$257.3K)
Filed 2026-10-20
A4 Wealth Advisors LLC
INCREASED
Shares31,592 from 28,383
Change+3,209 (+11%)
Value$2.9M (+$63.6K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares31,533 from 26,929
Change+4,604 (+17%)
Value$2.9M (+$204.1K)
Filed 2026-10-23
Charles Schwab Trust Co
INCREASED
Shares31,488 from 3,345
Change+28,143 (+841%)
Value$2.9M (+$2.6M)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares31,413 from 29,369
Change+2,044 (+7%)
Value$2.9M (-$51.8K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares30,802 from 30,717
Change+85 (+0%)
Value$2.8M (-$243.4K)
Filed 2026-10-27
Keybank National Association
INCREASED
Shares30,584 from 6,055
Change+24,529 (+405%)
Value$2.8M (+$2.2M)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares30,382 from 26,833
Change+3,549 (+13%)
Value$2.8M (+$107.6K)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares30,288 from 52,137
Change-21,849 (-42%)
Value$2.8M (-$2.4M)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares29,162 from 25,040
Change+4,122 (+16%)
Value$2.7M (+$175.2K)
Filed 2026-10-16
Swmg, LLC
DECREASED
Shares28,627 from 29,673
Change-1,046 (-4%)
Value$2.7M (-$172.9K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares27,182 from 5,611
Change+21,571 (+384%)
Value$2.5M (+$1.9M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares27,050 from 27,314
Change-264 (-1%)
Value$2.5M (-$247.7K)
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares26,964 from 30,743
Change-3,779 (-12%)
Value$2.5M (-$597.6K)
Filed 2026-10-13
Robbins Farley
INCREASED
Shares26,703 from 26,207
Change+496 (+2%)
Value$2.5M (-$168.7K)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares25,666 from 17,735
Change+7,931 (+45%)
Value$2.4M (+$585.9K)
Filed 2026-10-30
May Hill Capital, LLC
INCREASED
Shares25,571 from 22,705
Change+2,866 (+13%)
Value$2.4M (+$78.4K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares25,008 from 24,452
Change+556 (+2%)
Value$2.3M (-$148.7K)
Filed 2026-10-14
One Wealth Capital Management, LLC
DECREASED
Shares24,969 from 30,372
Change-5,403 (-18%)
Value$2.3M (-$746.4K)
Filed 2026-10-23
Echo45 Advisors LLC
INCREASED
Shares24,861 from 24,145
Change+716 (+3%)
Value$2.3M (-$131.4K)
Filed 2026-10-07
Pinion Investment Advisors, LLC
INCREASED
Shares24,518 from 22,193
Change+2,325 (+10%)
Value$2.3M (+$32.7K)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares24,458 from 25,980
Change-1,522 (-6%)
Value$2.2M (-$367.7K)
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares24,000 from 19,299
Change+4,701 (+24%)
Value$2.2M (+$275.5K)
Filed 2026-10-19
Legacy Private Trust Co.
INCREASED
Shares23,874 from 16,531
Change+7,343 (+44%)
Value$2.2M (+$541.6K)
Filed 2026-10-06
Alterna Wealth Management, Inc
INCREASED
Shares23,450 from 23,353
Change+97 (+0%)
Value$2.2M (-$182.1K)
Filed 2026-10-27
Able Wealth Management LLC
DECREASED
Shares21,707 from 23,503
Change-1,796 (-8%)
Value$2.0M (-$375.4K)
Filed 2026-10-13
Avid Wealth Partners LLC
INCREASED
Shares21,551 from 19,421
Change+2,130 (+11%)
Value$2.0M (+$37.5K)
Filed 2026-11-03
Collective Family Office LLC
DECREASED
Shares21,449 from 21,645
Change-196 (-1%)
Value$2.0M (-$195.1K)
Filed 2026-10-05
Hazlett, Burt & Watson, Inc.
DECREASED
Shares21,068 from 21,842
Change-774 (-4%)
Value$1.3M (-$426.8K)
Filed 2026-11-04
Asset One Wealth Management LLC
NEW
Shares20,944
Change+20,944
Value$1.9M
Filed 2026-11-02
Values First Advisors, Inc.
DECREASED
Shares20,849 from 21,566
Change-717 (-3%)
Value$1.9M (-$242.5K)
Filed 2026-10-23
DecisionMap Wealth Management, LLC
INCREASED
Shares20,617 from 11,171
Change+9,446 (+85%)
Value$1.9M (+$779.3K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares20,365 from 16,788
Change+3,577 (+21%)
Value$1.9M (+$192.4K)
Filed 2026-10-29
Etesian Wealth Advisors, Inc.
INCREASED
Shares20,247 from 19,768
Change+479 (+2%)
Value$1.9M (-$117.6K)
Filed 2026-10-27
Fermata Advisors, LLC
INCREASED
Shares19,801 from 19,353
Change+448 (+2%)
Value$1.8M (-$117.1K)
Filed 2026-10-13
Veltria Advisors Corp.
UNCHANGED
Shares19,603 from 19,603
Change0 (0%)
Value$1.8M (-$160.4K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares19,591 from 19,566
Change+25 (+0%)
Value$1.8M (-$157.7K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares19,154
Change+19,154
Value$1.8M
Filed 2026-11-03
Eastern Bank
INCREASED
Shares18,326 from 5,131
Change+13,195 (+257%)
Value$1.7M (+$1.2M)
Filed 2026-10-05
WBH Advisory Inc
INCREASED
Shares17,827 from 12,406
Change+5,421 (+44%)
Value$1.6M (+$398.2K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,572 from 16,446
Change+1,126 (+7%)
Value$1.6M (-$46.7K)
Filed 2026-10-13
BCU Wealth Advisors, LLC
INCREASED
Shares16,546 from 16,338
Change+208 (+1%)
Value$1.5M (-$114.5K)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares16,497 from 7,174
Change+9,323 (+130%)
Value$1.5M (+$800.6K)
Filed 2026-10-09
Independent Financial Group, LLC
DECREASED
Shares16,447 from 16,929
Change-482 (-3%)
Value$1.5M (-$182.9K)
Filed 2026-10-13
J.M. Arbour, LLC
INCREASED
Shares15,804 from 14,763
Change+1,041 (+7%)
Value$1.5M (-$24.8K)
Filed 2026-11-05
Embree Financial Group
INCREASED
Shares15,755 from 14,188
Change+1,567 (+11%)
Value$1.5M (+$28.4K)
Filed 2026-10-22
One Day In July LLC
INCREASED
Shares15,713 from 2,532
Change+13,181 (+521%)
Value$1.4M (+$1.2M)
Filed 2026-10-30
First International Bank of Israel Ltd.
INCREASED
Shares15,170 from 13,919
Change+1,251 (+9%)
Value$1.4M (+$1.4K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares14,937 from 15,637
Change-700 (-4%)
Value$1.4M (-$192.4K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares14,701 from 14,958
Change-257 (-2%)
Value$1.4M (-$146.1K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares14,598 from 8,621
Change+5,977 (+69%)
Value$1.3M (+$480.4K)
Filed 2026-11-03
Two West Capital Advisors LLC
INCREASED
Shares13,920 from 12,582
Change+1,338 (+11%)
Value$1.3M (+$52.8K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares13,680 from 13,441
Change+239 (+2%)
Value$1.3M (-$87.8K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares13,428 from 2,452
Change+10,976 (+448%)
Value$1.2M (+$991.5K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares13,250 from 12,889
Change+361 (+3%)
Value$1.2M (-$72.2K)
Filed 2026-10-08
Absolute Capital Management, LLC
INCREASED
Shares12,939 from 11,476
Change+1,463 (+13%)
Value$1.2M (+$41.0K)
Filed 2026-10-16
WealthPoint Financial, LLC
INCREASED
Shares12,857 from 12,300
Change+557 (+5%)
Value$1.2M (-$49.2K)
Filed 2026-11-03
Centurion Wealth Management LLC
DECREASED
Shares12,661 from 32,935
Change-20,274 (-62%)
Value$1.2M (-$2.1M)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares12,295 from 10,545
Change+1,750 (+17%)
Value$1.1M (+$75.0K)
Filed 2026-11-03
LexAurum Advisors, LLC
UNCHANGED
Shares12,042 from 12,042
Change0 (0%)
Value$1.1M (-$98.5K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares11,903 from 11,694
Change+209 (+2%)
Value$1.1M (-$76.4K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares11,895 from 11,753
Change+142 (+1%)
Value$1.1M (-$83.1K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED
Shares11,747 from 4,616
Change+7,131 (+154%)
Value$1.1M (+$619.5K)
Filed 2026-11-03
RHS Financial, LLC
INCREASED
Shares11,723 from 6,340
Change+5,383 (+85%)
Value$1.1M (+$444.3K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares11,689 from 22,947
Change-11,258 (-49%)
Value$1.1M (-$1.2M)
Filed 2026-11-02
Retirement Wealth Solutions LLC
DECREASED
Shares11,351 from 11,453
Change-102 (-1%)
Value$1.0M (-$103.1K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
DECREASED
Shares10,547 from 11,942
Change-1,395 (-12%)
Value$972.1K (-$226.3K)
Filed 2026-10-09
LFA - Lugano Financial Advisors SA
DECREASED
Shares10,459 from 34,483
Change-24,024 (-70%)
Value$964.0K (-$2.4M)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares10,453 from 10,310
Change+143 (+1%)
Value$963.5K (-$71.1K)
Filed 2026-10-26
Novem Group
NEW
Shares10,142
Change+10,142
Value$934.8K
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares9,858 from 9,685
Change+173 (+2%)
Value$908.6K (-$63.3K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares9,771 from 9,949
Change-178 (-2%)
Value$900.6K (-$97.8K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
NEW
Shares9,596
Change+9,596
Value$884.5K
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares9,560 from 9,762
Change-202 (-2%)
Value$881.2K (-$98.4K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares9,336 from 8,860
Change+476 (+5%)
Value$860.5K (-$28.6K)
Filed 2026-10-08
Verus Capital Partners, LLC
INCREASED
Shares9,304 from 8,424
Change+880 (+10%)
Value$857.5K (+$12.2K)
Filed 2026-11-03
ASL Financial, LLC
INCREASED
Shares9,293 from 6,681
Change+2,612 (+39%)
Value$856.5K (+$186.1K)
Filed 2026-10-15
Unify Financial Advisors
DECREASED
Shares8,852 from 8,997
Change-145 (-2%)
Value$815.9K (-$87.0K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares8,530 from 70,568
Change-62,038 (-88%)
Value$786.2K (-$6.3M)
Filed 2026-10-26
Fairvoy Private Wealth, LLC
INCREASED
Shares8,486 from 6,794
Change+1,692 (+25%)
Value$782.1K (+$100.4K)
Filed 2026-10-19
Pettinga Financial Advisors LLC
DECREASED
Shares8,421 from 8,450
Change-29 (0%)
Value$776.2K (-$71.8K)
Filed 2026-10-13
Financial Partners Group, Inc
DECREASED
Shares8,351 from 9,677
Change-1,326 (-14%)
Value$769.7K (-$201.4K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares8,273 from 7,971
Change+302 (+4%)
Value$762.5K (-$37.3K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares8,011 from 7,940
Change+71 (+1%)
Value$738.4K (-$58.4K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares7,946 from 3,079
Change+4,867 (+158%)
Value$757.8K (+$448.8K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,831 from 7,642
Change+189 (+2%)
Value$721.8K (-$45.1K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares7,743 from 7,545
Change+198 (+3%)
Value$713.7K (-$43.5K)
Filed 2026-10-28
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares7,736 from 7,765
Change-29 (0%)
Value$713.0K (-$66.2K)
Filed 2026-10-08
TFB Advisors LLC
DECREASED
Shares7,491 from 7,516
Change-25 (0%)
Value$690.4K (-$63.8K)
Filed 2026-11-02
LifeSteps Financial, Inc.
INCREASED
Shares7,300 from 996
Change+6,304 (+633%)
Value$672.9K (+$572.9K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares6,937 from 6,027
Change+910 (+15%)
Value$639.4K (+$34.6K)
Filed 2026-10-20
PUREfi Wealth, LLC
INCREASED
Shares6,662 from 3,733
Change+2,929 (+78%)
Value$614.0K (+$239.4K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,602 from 6,131
Change+471 (+8%)
Value$608.5K (-$6.8K)
Filed 2026-10-08
Triad Wealth Partners, LLC
INCREASED
Shares6,576 from 6,488
Change+88 (+1%)
Value$606.1K (-$20.1K)
Filed 2026-10-26
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares6,483 from 5,677
Change+806 (+14%)
Value$597.5K (+$27.8K)
Filed 2026-11-03
Waystone Advisors LLC
DECREASED
Shares6,470 from 6,544
Change-74 (-1%)
Value$649.3K (-$7.4K)
Filed 2026-10-16
BOS Asset Management, LLC
DECREASED
Shares6,465 from 6,507
Change-42 (-1%)
Value$595.9K (-$57.1K)
Filed 2026-10-09
W Advisors, LLC
DECREASED
Shares6,362 from 7,267
Change-905 (-12%)
Value$586.4K (-$142.9K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares6,361 from 7,961
Change-1,600 (-20%)
Value$586.3K (-$212.6K)
Filed 2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED
Shares6,259 from 5,724
Change+535 (+9%)
Value$576.9K (+$2.5K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,193 from 6,303
Change-110 (-2%)
Value$570.8K (-$61.7K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares6,064 from 5,990
Change+74 (+1%)
Value$558.9K (-$42.2K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
NEW
Shares6,044
Change+6,044
Value$556.1K
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares5,957 from 10,626
Change-4,669 (-44%)
Value$549.1K (-$517.2K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares5,766 from 5,946
Change-180 (-3%)
Value$531.4K (-$65.2K)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
NEW
Shares5,658
Change+5,658
Value$521.5K
Filed 2026-10-20
Avantra Family Wealth, Inc.
DECREASED
Shares5,622 from 5,990
Change-368 (-6%)
Value$518.2K (-$82.9K)
Filed 2026-10-20
Regatta Capital Group, LLC
DECREASED
Shares5,550 from 6,676
Change-1,126 (-17%)
Value$511.5K (-$158.4K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares5,280 from 5,387
Change-107 (-2%)
Value$486.7K (-$53.9K)
Filed 2026-10-27
Richmond Investment Services, LLC
DECREASED
Shares5,237 from 6,495
Change-1,258 (-19%)
Value$482.7K (-$169.1K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares5,128 from 474
Change+4,654 (+982%)
Value$472.6K (+$425.0K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares5,117 from 2,386
Change+2,731 (+114%)
Value$471.6K (+$232.2K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares5,013 from 4,308
Change+705 (+16%)
Value$462.0K (+$29.7K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares5,010
Change+5,010
Value$478
Filed 2026-11-03
Kane Co Wealth Management, Inc.
INCREASED
Shares5,000 from 4,465
Change+535 (+12%)
Value$460.9K (+$12.8K)
Filed 2026-11-04
Choreo, LLC
NEW
Shares4,986
Change+4,986
Value$459.6K
Filed 2026-10-28
Arwa LLC
DECREASED
Shares4,976 from 5,445
Change-469 (-9%)
Value$460.6K (-$75.5K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares4,813 from 5,050
Change-237 (-5%)
Value$443.6K (-$63.2K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares4,724 from 4,526
Change+198 (+4%)
Value$435.4K (-$18.8K)
Filed 2026-10-15
Core Wealth Partners LLC
DECREASED
Shares4,665 from 5,422
Change-757 (-14%)
Value$430.0K (-$114.1K)
Filed 2026-11-02
Blue Capital, Inc.
DECREASED
Shares4,660 from 4,726
Change-66 (-1%)
Value$429.5K (-$44.8K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares4,638 from 4,308
Change+330 (+8%)
Value$427.5K (-$4.8K)
Filed 2026-10-16
Montecito Bank & Trust
INCREASED
Shares4,609 from 4,199
Change+410 (+10%)
Value$424.8K (+$3.4K)
Filed 2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,600 from 8,538
Change-3,938 (-46%)
Value$424.0K (-$432.8K)
Filed 2026-10-20
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares4,582 from 4,412
Change+170 (+4%)
Value$422.3K (-$20.4K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares4,511 from 4,427
Change+84 (+2%)
Value$415.8K (-$28.5K)
Filed 2026-10-29
Zenith Solutions, Inc.
INCREASED
Shares4,340 from 4,243
Change+97 (+2%)
Value$400.1K (-$25.7K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares4,247 from 4,364
Change-117 (-3%)
Value$391.5K (-$46.5K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares4,236 from 4,241
Change-5 (0%)
Value$390.4K (-$35.2K)
Filed 2026-11-02
BAM Wealth Management, LLC
INCREASED
Shares4,025 from 3,057
Change+968 (+32%)
Value$371.0K (+$64.2K)
Filed 2026-10-15
Mosley Wealth Management
DECREASED
Shares3,955 from 4,760
Change-805 (-17%)
Value$371.8K (-$105.8K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares3,922 from 4,276
Change-354 (-8%)
Value$361 (-$428.6K)
Filed 2026-10-22
City Center Advisors, LLC
DECREASED
Shares3,920 from 5,564
Change-1,644 (-30%)
Value$361.3K (-$197.0K)
Filed 2026-10-08
Argyle Capital Partners, LLC
INCREASED
Shares3,758 from 3,680
Change+78 (+2%)
Value$346.4K (-$22.9K)
Filed 2026-10-23
Regions Financial Corp
NEW
Shares3,745
Change+3,745
Value$345.2K
Filed 2026-11-05
Lockerman Financial Group, Inc.
INCREASED
Shares3,714 from 3,504
Change+210 (+6%)
Value$342.4K (-$9.3K)
Filed 2026-10-19
ADE, LLC
INCREASED
Shares3,654 from 3,129
Change+525 (+17%)
Value$336.8K (+$22.8K)
Filed 2026-10-29
Plancorp, LLC
DECREASED
Shares3,502 from 5,659
Change-2,157 (-38%)
Value$336.4K (-$218.1K)
Filed 2026-11-03
Semus Wealth Partners LLC
INCREASED
Shares3,415 from 2,940
Change+475 (+16%)
Value$314.8K (+$19.7K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,395 from 3,511
Change-116 (-3%)
Value$312.9K (-$39.4K)
Filed 2026-10-14
CRA Financial Services, LLC
DECREASED
Shares3,363 from 3,443
Change-80 (-2%)
Value$309.9K (-$35.6K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED
Shares3,322 from 3,498
Change-176 (-5%)
Value$306.2K (-$44.8K)
Filed 2026-11-04
Midwest Professional Planners, Ltd.
INCREASED
Shares3,302 from 3,028
Change+274 (+9%)
Value$304.4K (+$505)
Filed 2026-10-29
James Investment Research, Inc.
DECREASED
Shares3,250 from 4,410
Change-1,160 (-26%)
Value$299.6K (-$143.0K)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares3,242 from 3,448
Change-206 (-6%)
Value$298.8K (-$47.2K)
Filed 2026-10-21
Raleigh Capital Management Inc.
INCREASED
Shares3,211 from 3,134
Change+77 (+2%)
Value$296.0K (-$18.5K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares3,135 from 3,891
Change-756 (-19%)
Value$289.0K (-$102.9K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
NEW
Shares3,077
Change+3,077
Value$283.8K
Filed 2026-10-27
BridgePort Financial Solutions, LLC
DECREASED
Shares3,057 from 3,463
Change-406 (-12%)
Value$281.8K (-$65.7K)
Filed 2026-11-02
Northland Securities, Inc.
DECREASED
Shares3,047 from 3,927
Change-880 (-22%)
Value$280.8K (-$113.2K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,004 from 3,037
Change-33 (-1%)
Value$276.8K (-$28.0K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares2,971 from 2,795
Change+176 (+6%)
Value$273.8K (-$6.6K)
Filed 2026-11-04
Madson Wealth Advisors Inc
DECREASED
Shares2,923 from 5,094
Change-2,171 (-43%)
Value$269.4K (-$241.7K)
Filed 2026-10-13
Imc-Chicago, LLC
NEW
Shares2,914
Change+2,914
Value$268.6K
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares2,889 from 29,538
Change-26,649 (-90%)
Value$266.3K (-$2.7M)
Filed 2026-10-20
Aegis Wealth Management, Inc.
INCREASED
Shares2,872 from 2,126
Change+746 (+35%)
Value$264.7K (+$51.4K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares2,865 from 3,198
Change-333 (-10%)
Value$264.1K (-$56.8K)
Filed 2026-10-26
Elevated Financial Group LLC
DECREASED
Shares2,824 from 73,018
Change-70,194 (-96%)
Value$260.3K (-$7.1M)
Filed 2026-10-16
1834 Investment Advisors Co
NEW
Shares2,739
Change+2,739
Value$252.5K
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares2,737 from 3,219
Change-482 (-15%)
Value$252.2K (-$70.8K)
Filed 2026-10-13
LongView Wealth Management
DECREASED
Shares2,707 from 3,537
Change-830 (-23%)
Value$249.5K (-$105.4K)
Filed 2026-10-19
Smart Wealth LLC
NEW
Shares2,695
Change+2,695
Value$248.4K
Filed 2026-11-04
Stablepoint Partners, LLC
INCREASED
Shares2,690 from 2,659
Change+31 (+1%)
Value$247.9K (-$18.9K)
Filed 2026-11-03
John W. Brooker & Co., CPAs
NEW
Shares2,618
Change+2,618
Value$241.3K
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares2,580 from 2,566
Change+14 (+1%)
Value$237.8K (-$19.7K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares2,568
Change+2,568
Value$236.7K
Filed 2026-10-19
Johnson Bixby & Associates, LLC
DECREASED
Shares2,527 from 3,683
Change-1,156 (-31%)
Value$232.9K (-$136.7K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares2,505 from 2,389
Change+116 (+5%)
Value$230.9K (-$8.9K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares2,362 from 2,344
Change+18 (+1%)
Value$217.7K (-$17.5K)
Filed 2026-10-07
Sheets Smith Wealth Management
NEW
Shares2,352
Change+2,352
Value$216.8K
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares2,328 from 5,804
Change-3,476 (-60%)
Value$214.6K (-$367.8K)
Filed 2026-11-04
RCS Financial Planning, LLC
DECREASED
Shares2,320 from 2,702
Change-382 (-14%)
Value$213.8K (-$57.3K)
Filed 2026-10-14
Atlas Brown,Inc.
NEW
Shares2,293
Change+2,293
Value$211.4K
Filed 2026-10-09
Asempa Wealth Advisors
DECREASED
Shares2,258 from 2,457
Change-199 (-8%)
Value$207.8K (-$38.8K)
Filed 2026-10-07
Hengehold Capital Management LLC
INCREASED
Shares2,251 from 2,241
Change+10 (+0%)
Value$207.4K (-$17.4K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
DECREASED
Shares2,202 from 2,785
Change-583 (-21%)
Value$203.0K (-$76.5K)
Filed 2026-10-19
Paladin Partners, LLC
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$198.9K (-$17.7K)
Filed 2026-10-06
Pflug Koory, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$167.7K (-$14.9K)
Filed 2026-10-26
Capital Investment Counsel, Inc
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$162.8K (-$14.4K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares1,376 from 1,414
Change-38 (-3%)
Value$126.8K (-$15.1K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares1,303 from 885
Change+418 (+47%)
Value$120.1K (+$31.3K)
Filed 2026-11-04
Wells Financial Advisors Inc
DECREASED
Shares1,162 from 2,305
Change-1,143 (-50%)
Value$107.1K (-$124.2K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
DECREASED
Shares1,156 from 2,841
Change-1,685 (-59%)
Value$106.6K (-$178.6K)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$104.5K (-$9.3K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares981 from 644
Change+337 (+52%)
Value$91.0K (+$26.3K)
Filed 2026-10-30
Yankcom Partnership
NEW
Shares960
Change+960
Value$88.5K
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$81.6K (-$7.2K)
Filed 2026-10-26
Asset Planning,Inc
INCREASED
Shares810 from 800
Change+10 (+1%)
Value$74.6K (-$5.7K)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$72.4K (-$6.4K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares779
Change+779
Value$71.8K
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares673 from 829
Change-156 (-19%)
Value$62 (-$82.9K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$58.6K (-$4.7K)
Filed 2026-10-26
Clean Yield Group
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$48.9K (-$4.3K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares400
Change+400
Value$36.9K
Filed 2026-10-09
Lloyd Advisory Services, Llc.
DECREASED
Shares341 from 346
Change-5 (-1%)
Value$31.4K (-$3.3K)
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$31.2K (-$2.8K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$31.0K (-$2.7K)
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares285
Change+285
Value$26.3K
Filed 2026-10-14
Advocate Investing Services LLC
DECREASED
Shares280 from 364
Change-84 (-23%)
Value$25.8K (-$10.7K)
Filed 2026-10-26
Covestor Ltd
INCREASED
Shares262 from 261
Change+1 (+0%)
Value$24 (-$26.0K)
Filed 2026-10-30
Essential Partners LLC
NEW
Shares203
Change+203
Value$18.7K
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
NEW
Shares196
Change+196
Value$18.1K
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$17.2K (-$1.5K)
Filed 2026-11-04
Reap Financial Group, LLC
INCREASED
Shares186 from 183
Change+3 (+2%)
Value$17.1K (-$1.2K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares183
Change+183
Value$16.9K
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares170
Change+170
Value$16.0K
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares164 from 192
Change-28 (-15%)
Value$15.1K (-$4.2K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares164 from 162
Change+2 (+1%)
Value$15.1K (-$1.2K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$14.9K (-$1.3K)
Filed 2026-10-21
Nvwm, LLC
NEW
Shares138
Change+138
Value$12.7K
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares138 from 90
Change+48 (+53%)
Value$12.7K (+$3.7K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares125
Change+125
Value$11.5K
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$10.8K (-$957)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares115
Change+115
Value$10.6K
Filed 2026-10-21
Axiom Investment Management LLC
DECREASED
Shares111 from 117
Change-6 (-5%)
Value$10.2K (-$1.5K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$9.8K (-$867)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$8.7K (-$769)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.1K (-$720)
Filed 2026-10-05
Olistico Wealth, LLC
NEW
Shares87
Change+87
Value$8.0K
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.4K (-$654)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.3K (-$556)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares63 from 58
Change+5 (+9%)
Value$5.8K (-$13)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.6K (-$499)
Filed 2026-10-23
SJS Investment Consulting Inc.
NEW
Shares60
Change+60
Value$5.5K
Filed 2026-10-26
Abound Wealth Management
NEW
Shares58
Change+58
Value$5.4K
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.1K (-$450)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares54
Change+54
Value$5.0K
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.9K (-$434)
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.6K (-$409)
Filed 2026-10-30
Kingdom Financial Group Llc.
NEW
Shares49
Change+49
Value$4.5K
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$4.5K (-$222)
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.2K (-$375)
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.2K (-$375)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.8K (-$335)
Filed 2026-10-22
First Bancorp, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.6K (-$319)
Filed 2026-10-26
Canton Hathaway, LLC
NEW
Shares38
Change+38
Value$3.5K
Filed 2026-10-23
Montgomery Financial Services LLC
NEW
Shares38
Change+38
Value$3.5K
Filed 2026-11-03
Archer Investment Corp
DECREASED
Shares25 from 120
Change-95 (-79%)
Value$2.3K (-$9.7K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.6K (-$139)
Filed 2026-10-08
Lynch Investment Planning, LLC
NEW
Shares14
Change+14
Value$1.3K
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$922 (-$82)
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$645 (-$57)
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$106 (-$8)
Filed 2026-10-14
Surience Private Wealth LLC
CLOSED
Shares0 from 35,460
Change-35,460 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-16
Clarus Wealth Advisors
CLOSED
Shares0 from 29,717
Change-29,717 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Heck Capital Advisors, LLC
CLOSED
Shares0 from 26,704
Change-26,704 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 22,488
Change-22,488 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-20
Saxony Capital Management, LLC
CLOSED
Shares0 from 19,667
Change-19,667 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
Scarborough Advisors, LLC
CLOSED
Shares0 from 19,310
Change-19,310 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Succession Financial, Inc.
CLOSED
Shares0 from 16,522
Change-16,522 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
Visionary Wealth Advisors
CLOSED
Shares0 from 14,718
Change-14,718 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 4,461
Change-4,461 (-100%)
Value$0 (-$447.7K)
Filed 2026-11-05
Financial Life Advisors
CLOSED
Shares0 from 4,395
Change-4,395 (-100%)
Value$0 (-$441.0K)
Filed 2026-10-14
World Equity Group, Inc.
CLOSED
Shares0 from 4,298
Change-4,298 (-100%)
Value$0 (-$431.3K)
Filed 2026-10-14
Sound Income Strategies, LLC
CLOSED
Shares0 from 3,895
Change-3,895 (-100%)
Value$0 (-$390.9K)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 3,472
Change-3,472 (-100%)
Value$0 (-$348.4K)
Filed 2026-10-23
Pinnacle Associates LTD
CLOSED
Shares0 from 3,472
Change-3,472 (-100%)
Value$0 (-$348.4K)
Filed 2026-10-20
Apeiron RIA LLC
CLOSED
Shares0 from 2,581
Change-2,581 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-08
Axim Planning & Wealth
CLOSED
Shares0 from 2,409
Change-2,409 (-100%)
Value$0 (-$241.7K)
Filed 2026-10-28
Revisor Wealth Management LLC
CLOSED
Shares0 from 2,393
Change-2,393 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-20
Advisory Solutions Group, LLC
CLOSED
Shares0 from 2,278
Change-2,278 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 2,219
Change-2,219 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-16
Quartz Partners, LLC
CLOSED
Shares0 from 2,212
Change-2,212 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-03
Sculati Wealth Management, LLC
CLOSED
Shares0 from 2,130
Change-2,130 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-19
Demars Financial Group, LLC
CLOSED
Shares0 from 2,093
Change-2,093 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-22
Cassilly Financial Group LLC
CLOSED
Shares0 from 2,076
Change-2,076 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-07
TSA Wealth Managment LLC
CLOSED
Shares0 from 2,048
Change-2,048 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-22
Vicus Capital
CLOSED
Shares0 from 2,010
Change-2,010 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-05
BankPlus Wealth Management LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,175
Change-1,175 (-100%)
Value$0 (-$117.0K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 974
Change-974 (-100%)
Value$0 (-$97.7K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 944
Change-944 (-100%)
Value$0 (-$94.8K)
Filed 2026-10-15
West Paces Advisors Inc.
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$85.3K)
Filed 2026-10-13
Financial Consulate, Inc
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-23
Sunrise Financial Services, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-21
Pittenger & Anderson Inc
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-02
Main Street Group, LTD
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-28
CGC Financial Services, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
SYM Financial Corp
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-26
Envestnet Asset Management Inc
N/A
Shares— from 19,652,832
Change-19,652,832 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,056,628
Change-7,056,628 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,711,248
Change-6,711,248 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,710,306
Change-4,710,306 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,540,643
Change-3,540,643 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,490,075
Change-3,490,075 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,455,071
Change-2,455,071 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,288,353
Change-2,288,353 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,050,071
Change-2,050,071 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,746,571
Change-1,746,571 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,662,099
Change-1,662,099 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,660,729
Change-1,660,729 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,324,932
Change-1,324,932 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,220,050
Change-1,220,050 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,192,620
Change-1,192,620 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 931,209
Change-931,209 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 891,126
Change-891,126 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 857,106
Change-857,106 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 836,231
Change-836,231 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 809,038
Change-809,038 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 713,106
Change-713,106 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 661,234
Change-661,234 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 600,513
Change-600,513 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 518,894
Change-518,894 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 504,136
Change-504,136 (-100%)
Value—
UBS Group AG
N/A
Shares— from 492,146
Change-492,146 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 484,379
Change-484,379 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 456,877
Change-456,877 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 410,403
Change-410,403 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 393,343
Change-393,343 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 282,330
Change-282,330 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 277,047
Change-277,047 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 263,210
Change-263,210 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 258,432
Change-258,432 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 236,696
Change-236,696 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 222,202
Change-222,202 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 220,524
Change-220,524 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 215,420
Change-215,420 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 207,915
Change-207,915 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 174,605
Change-174,605 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 173,929
Change-173,929 (-100%)
Value—
&partners
N/A
Shares— from 170,479
Change-170,479 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 159,156
Change-159,156 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 157,196
Change-157,196 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 154,327
Change-154,327 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 145,376
Change-145,376 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 144,496
Change-144,496 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 124,705
Change-124,705 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 121,351
Change-121,351 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 104,929
Change-104,929 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 103,910
Change-103,910 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 94,839
Change-94,839 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 92,049
Change-92,049 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 87,815
Change-87,815 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 77,515
Change-77,515 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 75,318
Change-75,318 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 71,575
Change-71,575 (-100%)
Value—
EWA, LLC
N/A
Shares— from 70,327
Change-70,327 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 70,324
Change-70,324 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 70,287
Change-70,287 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 69,375
Change-69,375 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,842
Change-68,842 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 68,168
Change-68,168 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 67,450
Change-67,450 (-100%)
Value—
Invst, LLC
N/A
Shares— from 64,815
Change-64,815 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 63,662
Change-63,662 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 63,590
Change-63,590 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 60,880
Change-60,880 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 60,819
Change-60,819 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 60,747
Change-60,747 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 59,254
Change-59,254 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 58,327
Change-58,327 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 57,773
Change-57,773 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 57,319
Change-57,319 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 53,550
Change-53,550 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 52,789
Change-52,789 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 50,994
Change-50,994 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 50,964
Change-50,964 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 50,841
Change-50,841 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 50,776
Change-50,776 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,049
Change-50,049 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 46,671
Change-46,671 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 46,226
Change-46,226 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 46,078
Change-46,078 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 45,718
Change-45,718 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 45,370
Change-45,370 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 44,313
Change-44,313 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 42,372
Change-42,372 (-100%)
Value—
Core Wealth Advisors, LLC
N/A
Shares— from 40,112
Change-40,112 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38,631
Change-38,631 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 38,237
Change-38,237 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 37,765
Change-37,765 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 36,956
Change-36,956 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,986
Change-35,986 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,559
Change-34,559 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 31,855
Change-31,855 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 31,082
Change-31,082 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 30,772
Change-30,772 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,012
Change-30,012 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 29,936
Change-29,936 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 27,416
Change-27,416 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 26,968
Change-26,968 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 25,208
Change-25,208 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 23,145
Change-23,145 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 23,078
Change-23,078 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,434
Change-22,434 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 19,618
Change-19,618 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 18,590
Change-18,590 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,796
Change-17,796 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 17,295
Change-17,295 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,153
Change-17,153 (-100%)
Value—
EQ LLC
N/A
Shares— from 17,039
Change-17,039 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,990
Change-16,990 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 16,866
Change-16,866 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 16,634
Change-16,634 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,483
Change-15,483 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 15,172
Change-15,172 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 15,084
Change-15,084 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 14,919
Change-14,919 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,128
Change-13,128 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 12,813
Change-12,813 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,637
Change-12,637 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 11,964
Change-11,964 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,882
Change-11,882 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,872
Change-11,872 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,428
Change-11,428 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
TritonPoint Partners, LLC
N/A
Shares— from 11,182
Change-11,182 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 11,178
Change-11,178 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,175
Change-11,175 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 10,984
Change-10,984 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,627
Change-9,627 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 7,854
Change-7,854 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Aspire Private Capital, LLC
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 983
Change-983 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 866
Change-866 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 729
Change-729 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 344
Change-344 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 342
Change-342 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 301
Change-301 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 290
Change-290 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 285
Change-285 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Rogco, LP
N/A
Shares— from 234
Change-234 (-100%)
Value—
Central Trust Co
N/A
Shares— from 198
Change-198 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 155
Change-155 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 143
Change-143 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 65
Change-65 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 63
Change-63 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 31
Change-31 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED10,253,2749,680,967+572,307+6%$971.5M$945.0M-$26.4M2026-10-16
Truist Financial Corp
INCREASED4,706,7663,002,613+1,704,153+57%$301.3M$433.8M+$132.5M2026-10-30
Assetmark, Inc
INCREASED2,646,5602,446,904+199,656+8%$245.5M$243.9M-$1.6M2026-10-21
Mather Group, Llc.
INCREASED1,857,2831,537,777+319,506+21%$154.3M$171.2M+$16.9M2026-10-14
Park Avenue Securities LLC
INCREASED1,395,6391,367,082+28,557+2%$137.2M$128.6K-$137.1M2026-10-26
Peavine Capital, LLC
NEW1,311,482—+1,311,482——$120.9M—2026-10-13
Bank of New York Mellon Corp
INCREASED1,231,9471,110,583+121,364+11%$111.4M$113.5M+$2.1M2026-11-05
First Citizens Bank & Trust Co
DECREASED670,662672,411-1,7490%$67.5M$61.8M-$5.7M2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED643,607608,861+34,746+6%$61.1M$59.3M-$1.8M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED623,761561,888+61,873+11%$56.4M$57.5M+$1.1M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED486,084298,343+187,741+63%$29.4M$44.8M+$15.4M2026-10-13
JB Capital LLC
INCREASED394,476371,123+23,353+6%$37.2M$36.4M-$883.3K2026-10-19
Thrivent Financial for Lutherans
INCREASED357,380262,174+95,206+36%$26.4M$32.9M+$6.5M2026-11-05
Vise Technologies, Inc.
INCREASED275,628186,292+89,336+48%$18.7M$25.4M+$6.7M2026-10-29
Cutler Investment Counsel LLC
NEW270,322—+270,322——$24.9M—2026-10-28
Watchman Group, Inc.
DECREASED268,554275,011-6,457-2%$27.6M$24.8M-$2.8M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED259,491234,515+24,976+11%$23.5M$23.9K-$23.5M2026-11-02
Arrow Financial Corp
INCREASED208,368176,255+32,113+18%$17.7M$19.2M+$1.5M2026-10-26
Allspring Global Investments Holdings, LLC
NEW187,067—+187,067——$17.2M—2026-11-04
Summit Asset Management, LLC
INCREASED182,175177,429+4,746+3%$17.8M$16.8M-$1.0M2026-11-05
MGO One Seven LLC
INCREASED178,086173,493+4,593+3%$17.4M$16.4M-$995.8K2026-10-28
Goelzer Investment Management, Inc.
INCREASED169,812169,041+771+0%$17.0M$15.7M-$1.3M2026-10-16
Atria Investments, Inc
INCREASED160,172158,818+1,354+1%$15.9M$14.8M-$1.2M2026-10-15
Able Financial Group, LLC
INCREASED156,275145,297+10,978+8%$14.6M$14.4M-$176.7K2026-10-14
Stone House Investment Management, LLC
INCREASED155,163149,866+5,297+4%$15.0M$14.3M-$737.7K2026-10-23
Diversify Advisory Services, LLC
INCREASED153,25769,608+83,649+120%$6.8M$14.4M+$7.6M2026-10-20
Diversify Wealth Management, LLC
INCREASED153,25769,608+83,649+120%$6.8M$14.4M+$7.6M2026-10-20
Kelly Financial Services LLC
INCREASED152,327131,731+20,596+16%$13.2M$14.0M+$820.7K2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED152,078166,474-14,396-9%$16.7M$14.0M-$2.7M2026-10-16
Commonwealth Equity Services, LLC
DECREASED139,641497,357-357,716-72%$49.9M$12.9M-$37.0M2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED139,0018,401+130,600+1555%$843.0K$12.8M+$12.0M2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED136,082123,653+12,429+10%$12.4M$12.5M+$134.1K2026-10-14
SteelPeak Wealth, LLC
DECREASED130,902137,143-6,241-5%$13.8M$12.1M-$1.7M2026-10-16
Net Worth Advisory Group
INCREASED127,678122,891+4,787+4%$12.3M$11.7M-$583.2K2026-10-20
Confluence Investment Management LLC
DECREASED122,517335,581-213,064-63%$33.7M$11.3M-$22.4M2026-10-01
Quaker Wealth Management, LLC
NEW121,256—+121,256——$11.2M—2026-10-22
Integrity Alliance, Llc.
INCREASED118,520111,572+6,948+6%$11.2M$10.9M-$272.3K2026-10-29
Arvest Investments, Inc.
DECREASED116,131127,888-11,757-9%$12.8M$10.7M-$2.1M2026-10-21
Trek Financial, LLC
DECREASED112,790126,225-13,435-11%$12.7M$10.4M-$2.3M2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED112,223103,271+8,952+9%$10.4M$10.3M-$19.7K2026-10-13
Sharkey, Howes & Javer
DECREASED100,002100,084-820%$10.0M$9.2M-$826.2K2026-10-22
Affinity Capital Advisors, LLC
DECREASED99,716156,580-56,864-36%$15.6M$9.2M-$6.4M2026-10-13
Beacon Financial Group
INCREASED96,96082,784+14,176+17%$8.3M$8.9M+$629.3K2026-10-19
Evergreen Private Wealth LLC
INCREASED90,04784,245+5,802+7%$8.5M$8.3M-$154.3K2026-10-30
Creative Planning
INCREASED89,87074,293+15,577+21%$7.5M$8.3M+$828.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED89,11734,325+54,792+160%$3.4M$8.2M+$4.8M2026-11-02
Royal Fund Management, LLC
INCREASED79,19476,608+2,586+3%$7.7M$7.3M-$388.3K2026-10-22
Premier Path Wealth Partners, LLC
INCREASED79,07856,121+22,957+41%$5.6M$7.3M+$1.7M2026-10-16
Farther Finance Advisors, LLC
DECREASED78,99182,579-3,588-4%$8.3M$7.3M-$1.0M2026-10-08
Strategic Blueprint, LLC
DECREASED74,37376,682-2,309-3%$7.7M$6.9M-$840.0K2026-10-22
Strata Wealth Advisors, LLC
NEW71,026—+71,026——$6.5M—2026-10-16
Citigroup Inc
INCREASED69,78045,152+24,628+55%$4.5M$6.4M+$1.9M2026-11-04
Prospera Financial Services Inc
INCREASED67,82363,693+4,130+6%$6.4M$6.5M+$123.3K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED66,34095,603-29,263-31%$9.6M$6.1M-$3.5M2026-10-16
Brookstone Capital Management
DECREASED64,25872,686-8,428-12%$7.3M$5.9M-$1.4M2026-10-22
One Advisory Partners, LLC
INCREASED63,52256,547+6,975+12%$5.7M$5.9M+$180.4K2026-10-22
IFP Advisors, Inc
DECREASED61,33280,435-19,103-24%$8.1M$5.7M-$2.4M2026-10-16
Bay Harbor Wealth Management, LLC
DECREASED59,97361,156-1,183-2%$6.1M$5.5M-$609.3K2026-11-03
Avantax Planning Partners, Inc.
DECREASED59,703100,328-40,625-40%$10.1M$5.5M-$4.6M2026-11-03
Simplicity Wealth,LLC
INCREASED57,32939,835+17,494+44%$4.0M$5.3M+$1.3M2026-10-23
Blue Trust, Inc.
INCREASED55,32354,802+521+1%$5.5M$5.1M-$400.4K2026-10-15
Systelligence, LLC
INCREASED54,82034,459+20,361+59%$3.5M$4.2M+$741.8K2026-11-05
Forte Asset Management LLC
INCREASED54,70923,621+31,088+132%$2.4M$5.0M+$2.7M2026-10-13
Fidelity D & D Bancorp Inc
INCREASED54,55551,989+2,566+5%$5.2M$5.0M-$188.8K2026-11-05
Cobblestone Asset Management LLC
INCREASED53,27649,589+3,687+7%$5.0M$4.9M-$65.8K2026-10-13
Professional Financial Management, Inc.
INCREASED53,06749,059+4,008+8%$4.9M$4.9M-$31.9K2026-10-22
SigFig Wealth Management, LLC
INCREASED49,68947,481+2,208+5%$4.8M$4.6M-$230.9K2026-10-07
Kestra Private Wealth Services, LLC
DECREASED49,40853,737-4,329-8%$5.4M$4.6M-$838.6K2026-10-30
Golden State Wealth Management, LLC
INCREASED48,01840,714+7,304+18%$4.1M$4.4M+$340.1K2026-11-02
Goodman Advisory Group, LLC
DECREASED46,92759,660-12,733-21%$6.0M$4.3M-$1.7M2026-11-02
Claro Advisors Inc.
INCREASED46,45640,995+5,461+13%$4.1M$4.3M+$168.1K2026-11-02
Watershed Private Wealth LLC
INCREASED46,39842,775+3,623+8%$4.3M$4.3M-$16.0K2026-10-30
Anderson Hoagland & Co
INCREASED45,93414,044+31,890+227%$1.4M$4.4M+$3.0M2026-10-23
Cresta Advisors, Ltd.
DECREASED44,73455,108-10,374-19%$5.5M$4.1M-$1.4M2026-10-14
Advus Financial Partners, LLC
INCREASED43,67042,904+766+2%$4.3M$4.0M-$280.3K2026-10-20
RFG Advisory, LLC
DECREASED43,44043,849-409-1%$4.4M$4.0M-$396.4K2026-11-03
Unique Wealth, LLC
INCREASED43,40341,938+1,465+3%$4.2M$4.0M-$208.1K2026-10-16
McNaughton Wealth Management, LLC
INCREASED41,15939,909+1,250+3%$4.0M$3.8M-$211.2K2026-10-09
Centerline Wealth Advisors, LLC
INCREASED40,58531,175+9,410+30%$3.1M$3.7M+$612.3K2026-10-15
Sovran Advisors, LLC
INCREASED39,71238,383+1,329+3%$3.8M$3.8M+$24.5K2026-11-02
Bedminster, LLC
INCREASED38,31837,108+1,210+3%$3.7M$3.5M-$192.0K2026-11-04
Payden & Rygel
NEW35,900—+35,900——$3.3K—2026-10-28
Cornerstone Planning Group LLC
DECREASED34,42034,856-436-1%$3.4M$3.2M-$224.6K2026-10-16
SWP Financial LLC
INCREASED33,94932,388+1,561+5%$3.3M$3.1M-$121.0K2026-10-23
Newman Dignan & Sheerar, Inc.
NEW32,913—+32,913——$3.0M—2026-10-21
Integrated Advisors Network LLC
INCREASED32,89726,328+6,569+25%$2.6M$3.0M+$390.1K2026-10-20
Center For Asset Management LLC
INCREASED32,88924,561+8,328+34%$2.5M$3.0M+$566.6K2026-10-16
Ashton Thomas Securities, LLC
NEW32,877—+32,877——$3.0M—2026-10-26
Polaris Investment Advisors, LLC
INCREASED32,59332,500+93+0%$3.3M$3.0M-$257.3K2026-10-20
A4 Wealth Advisors LLC
INCREASED31,59228,383+3,209+11%$2.8M$2.9M+$63.6K2026-10-20
Apollon Wealth Management, LLC
INCREASED31,53326,929+4,604+17%$2.7M$2.9M+$204.1K2026-10-23
Charles Schwab Trust Co
INCREASED31,4883,345+28,143+841%$335.7K$2.9M+$2.6M2026-10-15
Csenge Advisory Group
INCREASED31,41329,369+2,044+7%$2.9M$2.9M-$51.8K2026-11-04
VestGen Advisors, LLC
INCREASED30,80230,717+85+0%$3.1M$2.8M-$243.4K2026-10-27
Keybank National Association
INCREASED30,5846,055+24,529+405%$607.6K$2.8M+$2.2M2026-11-04
Hoxton Planning & Management, LLC
INCREASED30,38226,833+3,549+13%$2.7M$2.8M+$107.6K2026-10-15
AlphaCore Capital LLC
DECREASED30,28852,137-21,849-42%$5.2M$2.8M-$2.4M2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED29,16225,040+4,122+16%$2.5M$2.7M+$175.2K2026-10-16
Swmg, LLC
DECREASED28,62729,673-1,046-4%$2.9M$2.7M-$172.9K2026-10-23
TD Private Client Wealth LLC
INCREASED27,1825,611+21,571+384%$563.1K$2.5M+$1.9M2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED27,05027,314-264-1%$2.7M$2.5M-$247.7K2026-11-05
Krilogy Financial LLC
DECREASED26,96430,743-3,779-12%$3.1M$2.5M-$597.6K2026-10-13
Robbins Farley
INCREASED26,70326,207+496+2%$2.6M$2.5M-$168.7K2026-10-21
Compass Financial Management LLC
INCREASED25,66617,735+7,931+45%$1.8M$2.4M+$585.9K2026-10-30
May Hill Capital, LLC
INCREASED25,57122,705+2,866+13%$2.3M$2.4M+$78.4K2026-11-03
Focus Financial Network, Inc.
INCREASED25,00824,452+556+2%$2.5M$2.3M-$148.7K2026-10-14
One Wealth Capital Management, LLC
DECREASED24,96930,372-5,403-18%$3.0M$2.3M-$746.4K2026-10-23
Echo45 Advisors LLC
INCREASED24,86124,145+716+3%$2.4M$2.3M-$131.4K2026-10-07
Pinion Investment Advisors, LLC
INCREASED24,51822,193+2,325+10%$2.2M$2.3M+$32.7K2026-11-04
Cypress Wealth Services, LLC
DECREASED24,45825,980-1,522-6%$2.6M$2.2M-$367.7K2026-10-21
Traveka Wealth, LLC
INCREASED24,00019,299+4,701+24%$1.9M$2.2M+$275.5K2026-10-19
Legacy Private Trust Co.
INCREASED23,87416,531+7,343+44%$1.7M$2.2M+$541.6K2026-10-06
Alterna Wealth Management, Inc
INCREASED23,45023,353+97+0%$2.3M$2.2M-$182.1K2026-10-27
Able Wealth Management LLC
DECREASED21,70723,503-1,796-8%$2.4M$2.0M-$375.4K2026-10-13
Avid Wealth Partners LLC
INCREASED21,55119,421+2,130+11%$1.9M$2.0M+$37.5K2026-11-03
Collective Family Office LLC
DECREASED21,44921,645-196-1%$2.2M$2.0M-$195.1K2026-10-05
Hazlett, Burt & Watson, Inc.
DECREASED21,06821,842-774-4%$1.7M$1.3M-$426.8K2026-11-04
Asset One Wealth Management LLC
NEW20,944—+20,944——$1.9M—2026-11-02
Values First Advisors, Inc.
DECREASED20,84921,566-717-3%$2.2M$1.9M-$242.5K2026-10-23
DecisionMap Wealth Management, LLC
INCREASED20,61711,171+9,446+85%$1.1M$1.9M+$779.3K2026-10-29
Integrity Advisory Solutions, LLC
INCREASED20,36516,788+3,577+21%$1.7M$1.9M+$192.4K2026-10-29
Etesian Wealth Advisors, Inc.
INCREASED20,24719,768+479+2%$2.0M$1.9M-$117.6K2026-10-27
Fermata Advisors, LLC
INCREASED19,80119,353+448+2%$1.9M$1.8M-$117.1K2026-10-13
Veltria Advisors Corp.
UNCHANGED19,60319,60300%$2.0M$1.8M-$160.4K2026-11-05
Portfolio Resources Advisor Group, Inc.
INCREASED19,59119,566+25+0%$2.0M$1.8M-$157.7K2026-10-20
Ascentis Independent Advisors
NEW19,154—+19,154——$1.8M—2026-11-03
Eastern Bank
INCREASED18,3265,131+13,195+257%$514.9K$1.7M+$1.2M2026-10-05
WBH Advisory Inc
INCREASED17,82712,406+5,421+44%$1.2M$1.6M+$398.2K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED17,57216,446+1,126+7%$1.7M$1.6M-$46.7K2026-10-13
BCU Wealth Advisors, LLC
INCREASED16,54616,338+208+1%$1.6M$1.5M-$114.5K2026-10-16
Balefire, LLC
INCREASED16,4977,174+9,323+130%$719.9K$1.5M+$800.6K2026-10-09
Independent Financial Group, LLC
DECREASED16,44716,929-482-3%$1.7M$1.5M-$182.9K2026-10-13
J.M. Arbour, LLC
INCREASED15,80414,763+1,041+7%$1.5M$1.5M-$24.8K2026-11-05
Embree Financial Group
INCREASED15,75514,188+1,567+11%$1.4M$1.5M+$28.4K2026-10-22
One Day In July LLC
INCREASED15,7132,532+13,181+521%$254.1K$1.4M+$1.2M2026-10-30
First International Bank of Israel Ltd.
INCREASED15,17013,919+1,251+9%$1.4M$1.4M+$1.4K2026-11-04
Atlatl Advisers LLC
DECREASED14,93715,637-700-4%$1.6M$1.4M-$192.4K2026-10-22
Lanark Financial, Inc.
DECREASED14,70114,958-257-2%$1.5M$1.4M-$146.1K2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED14,5988,621+5,977+69%$865.1K$1.3M+$480.4K2026-11-03
Two West Capital Advisors LLC
INCREASED13,92012,582+1,338+11%$1.2M$1.3M+$52.8K2026-10-15
CoreCap Advisors, LLC
INCREASED13,68013,441+239+2%$1.3M$1.3M-$87.8K2026-10-08
Rossby Financial, LCC
INCREASED13,4282,452+10,976+448%$246.1K$1.2M+$991.5K2026-11-05
First Heartland Consultants, Inc.
INCREASED13,25012,889+361+3%$1.3M$1.2M-$72.2K2026-10-08
Absolute Capital Management, LLC
INCREASED12,93911,476+1,463+13%$1.2M$1.2M+$41.0K2026-10-16
WealthPoint Financial, LLC
INCREASED12,85712,300+557+5%$1.2M$1.2M-$49.2K2026-11-03
Centurion Wealth Management LLC
DECREASED12,66132,935-20,274-62%$3.3M$1.2M-$2.1M2026-10-13
MSH Capital Advisors LLC
INCREASED12,29510,545+1,750+17%$1.1M$1.1M+$75.0K2026-11-03
LexAurum Advisors, LLC
UNCHANGED12,04212,04200%$1.2M$1.1M-$98.5K2026-10-19
Ascent Group, LLC
INCREASED11,90311,694+209+2%$1.2M$1.1M-$76.4K2026-10-30
JFS Wealth Advisors, LLC
INCREASED11,89511,753+142+1%$1.2M$1.1M-$83.1K2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED11,7474,616+7,131+154%$463.2K$1.1M+$619.5K2026-11-03
RHS Financial, LLC
INCREASED11,7236,340+5,383+85%$636.2K$1.1M+$444.3K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED11,68922,947-11,258-49%$2.3M$1.1M-$1.2M2026-11-02
Retirement Wealth Solutions LLC
DECREASED11,35111,453-102-1%$1.1M$1.0M-$103.1K2026-10-07
Gilpin Wealth Management, LLC
DECREASED10,54711,942-1,395-12%$1.2M$972.1K-$226.3K2026-10-09
LFA - Lugano Financial Advisors SA
DECREASED10,45934,483-24,024-70%$3.4M$964.0K-$2.4M2026-11-03
Ballast Rock Private Wealth LLC
INCREASED10,45310,310+143+1%$1.0M$963.5K-$71.1K2026-10-26
Novem Group
NEW10,142—+10,142——$934.8K—2026-10-19
Oppenheimer & Co Inc
INCREASED9,8589,685+173+2%$971.9K$908.6K-$63.3K2026-10-26
PFG Advisors
DECREASED9,7719,949-178-2%$998.4K$900.6K-$97.8K2026-10-16
Marks Group Wealth Management, Inc
NEW9,596—+9,596——$884.5K—2026-11-05
Davenport & Co LLC
DECREASED9,5609,762-202-2%$979.6K$881.2K-$98.4K2026-10-14
Titleist Asset Management, LLC
INCREASED9,3368,860+476+5%$889.1K$860.5K-$28.6K2026-10-08
Verus Capital Partners, LLC
INCREASED9,3048,424+880+10%$845.4K$857.5K+$12.2K2026-11-03
ASL Financial, LLC
INCREASED9,2936,681+2,612+39%$670.4K$856.5K+$186.1K2026-10-15
Unify Financial Advisors
DECREASED8,8528,997-145-2%$902.8K$815.9K-$87.0K2026-11-03
Angeles Wealth Management, LLC
DECREASED8,53070,568-62,038-88%$7.1M$786.2K-$6.3M2026-10-26
Fairvoy Private Wealth, LLC
INCREASED8,4866,794+1,692+25%$681.8K$782.1K+$100.4K2026-10-19
Pettinga Financial Advisors LLC
DECREASED8,4218,450-290%$847.9K$776.2K-$71.8K2026-10-13
Financial Partners Group, Inc
DECREASED8,3519,677-1,326-14%$971.1K$769.7K-$201.4K2026-10-19
Columbus Macro, LLC
INCREASED8,2737,971+302+4%$799.8K$762.5K-$37.3K2026-10-14
Strategy Asset Managers LLC
INCREASED8,0117,940+71+1%$796.8K$738.4K-$58.4K2026-10-14
StoneX Group Inc.
INCREASED7,9463,079+4,867+158%$309.0K$757.8K+$448.8K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED7,8317,642+189+2%$766.9K$721.8K-$45.1K2026-10-13
MCF Advisors LLC
INCREASED7,7437,545+198+3%$757.1K$713.7K-$43.5K2026-10-28
Conrad Siegel Investment Advisors, Inc.
DECREASED7,7367,765-290%$779.2K$713.0K-$66.2K2026-10-08
TFB Advisors LLC
DECREASED7,4917,516-250%$754.2K$690.4K-$63.8K2026-11-02
LifeSteps Financial, Inc.
INCREASED7,300996+6,304+633%$99.9K$672.9K+$572.9K2026-10-15
Private Trust Co NA
INCREASED6,9376,027+910+15%$604.8K$639.4K+$34.6K2026-10-20
PUREfi Wealth, LLC
INCREASED6,6623,733+2,929+78%$374.6K$614.0K+$239.4K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED6,6026,131+471+8%$615.3K$608.5K-$6.8K2026-10-08
Triad Wealth Partners, LLC
INCREASED6,5766,488+88+1%$626.2K$606.1K-$20.1K2026-10-26
Sanchez Gaunt Capital Management, LLC
INCREASED6,4835,677+806+14%$569.7K$597.5K+$27.8K2026-11-03
Waystone Advisors LLC
DECREASED6,4706,544-74-1%$656.7K$649.3K-$7.4K2026-10-16
BOS Asset Management, LLC
DECREASED6,4656,507-42-1%$653.0K$595.9K-$57.1K2026-10-09
W Advisors, LLC
DECREASED6,3627,267-905-12%$729.2K$586.4K-$142.9K2026-11-02
Spire Wealth Management
DECREASED6,3617,961-1,600-20%$798.9K$586.3K-$212.6K2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED6,2595,724+535+9%$574.4K$576.9K+$2.5K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED6,1936,303-110-2%$632.5K$570.8K-$61.7K2026-10-19
Firethorn Wealth Partners, LLC
INCREASED6,0645,990+74+1%$601.0K$558.9K-$42.2K2026-10-14
TD Waterhouse Canada Inc.
NEW6,044—+6,044——$556.1K—2026-10-16
Sigma Planning Corp
DECREASED5,95710,626-4,669-44%$1.1M$549.1K-$517.2K2026-10-23
Perigon Wealth Management, LLC
DECREASED5,7665,946-180-3%$596.6K$531.4K-$65.2K2026-10-22
Amplius Wealth Advisors, LLC
NEW5,658—+5,658——$521.5K—2026-10-20
Avantra Family Wealth, Inc.
DECREASED5,6225,990-368-6%$601.1K$518.2K-$82.9K2026-10-20
Regatta Capital Group, LLC
DECREASED5,5506,676-1,126-17%$669.9K$511.5K-$158.4K2026-10-23
Globalt Investments LLC / GA
DECREASED5,2805,387-107-2%$540.6K$486.7K-$53.9K2026-10-27
Richmond Investment Services, LLC
DECREASED5,2376,495-1,258-19%$651.8K$482.7K-$169.1K2026-10-29
Signature Equity Partners, LLC
INCREASED5,128474+4,654+982%$47.6K$472.6K+$425.0K2026-10-29
XY Planning Network, Inc.
INCREASED5,1172,386+2,731+114%$239.4K$471.6K+$232.2K2026-10-14
Cape Investment Advisory, Inc.
INCREASED5,0134,308+705+16%$432.3K$462.0K+$29.7K2026-10-13
M Holdings Securities, Inc.
NEW5,010—+5,010——$478—2026-11-03
Kane Co Wealth Management, Inc.
INCREASED5,0004,465+535+12%$448.1K$460.9K+$12.8K2026-11-04
Choreo, LLC
NEW4,986—+4,986——$459.6K—2026-10-28
Arwa LLC
DECREASED4,9765,445-469-9%$536.1K$460.6K-$75.5K2026-10-21
Parallel Advisors, LLC
DECREASED4,8135,050-237-5%$506.8K$443.6K-$63.2K2026-11-03
Legacy Wealth Partners, LLC
INCREASED4,7244,526+198+4%$454.2K$435.4K-$18.8K2026-10-15
Core Wealth Partners LLC
DECREASED4,6655,422-757-14%$544.1K$430.0K-$114.1K2026-11-02
Blue Capital, Inc.
DECREASED4,6604,726-66-1%$474.3K$429.5K-$44.8K2026-10-13
Fiscal Wisdom Wealth Management, LLC
INCREASED4,6384,308+330+8%$432.3K$427.5K-$4.8K2026-10-16
Montecito Bank & Trust
INCREASED4,6094,199+410+10%$421.4K$424.8K+$3.4K2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED4,6008,538-3,938-46%$856.8K$424.0K-$432.8K2026-10-20
LiftPoint Family Wealth Advisors LLC
INCREASED4,5824,412+170+4%$442.7K$422.3K-$20.4K2026-11-03
Koshinski Asset Management, Inc.
INCREASED4,5114,427+84+2%$444.2K$415.8K-$28.5K2026-10-29
Zenith Solutions, Inc.
INCREASED4,3404,243+97+2%$425.8K$400.1K-$25.7K2026-10-19
Signal Advisors Wealth, LLC
DECREASED4,2474,364-117-3%$437.9K$391.5K-$46.5K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED4,2364,241-50%$425.6K$390.4K-$35.2K2026-11-02
BAM Wealth Management, LLC
INCREASED4,0253,057+968+32%$306.8K$371.0K+$64.2K2026-10-15
Mosley Wealth Management
DECREASED3,9554,760-805-17%$477.7K$371.8K-$105.8K2026-10-16
Wedbush Securities Inc
DECREASED3,9224,276-354-8%$429.0K$361-$428.6K2026-10-22
City Center Advisors, LLC
DECREASED3,9205,564-1,644-30%$558.3K$361.3K-$197.0K2026-10-08
Argyle Capital Partners, LLC
INCREASED3,7583,680+78+2%$369.3K$346.4K-$22.9K2026-10-23
Regions Financial Corp
NEW3,745—+3,745——$345.2K—2026-11-05
Lockerman Financial Group, Inc.
INCREASED3,7143,504+210+6%$351.7K$342.4K-$9.3K2026-10-19
ADE, LLC
INCREASED3,6543,129+525+17%$313.9K$336.8K+$22.8K2026-10-29
Plancorp, LLC
DECREASED3,5025,659-2,157-38%$554.5K$336.4K-$218.1K2026-11-03
Semus Wealth Partners LLC
INCREASED3,4152,940+475+16%$295.0K$314.8K+$19.7K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED3,3953,511-116-3%$352.3K$312.9K-$39.4K2026-10-14
CRA Financial Services, LLC
DECREASED3,3633,443-80-2%$345.5K$309.9K-$35.6K2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED3,3223,498-176-5%$351.0K$306.2K-$44.8K2026-11-04
Midwest Professional Planners, Ltd.
INCREASED3,3023,028+274+9%$303.8K$304.4K+$5052026-10-29
James Investment Research, Inc.
DECREASED3,2504,410-1,160-26%$442.5K$299.6K-$143.0K2026-10-22
Silverlake Wealth Management LLC
DECREASED3,2423,448-206-6%$346.0K$298.8K-$47.2K2026-10-21
Raleigh Capital Management Inc.
INCREASED3,2113,134+77+2%$314.5K$296.0K-$18.5K2026-10-28
SAX Wealth Advisors, LLC
DECREASED3,1353,891-756-19%$391.9K$289.0K-$102.9K2026-10-13
Pacific Excel Wealth Advisors, Inc.
NEW3,077—+3,077——$283.8K—2026-10-27
BridgePort Financial Solutions, LLC
DECREASED3,0573,463-406-12%$347.5K$281.8K-$65.7K2026-11-02
Northland Securities, Inc.
DECREASED3,0473,927-880-22%$394.1K$280.8K-$113.2K2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED3,0043,037-33-1%$304.8K$276.8K-$28.0K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED2,9712,795+176+6%$280.4K$273.8K-$6.6K2026-11-04
Madson Wealth Advisors Inc
DECREASED2,9235,094-2,171-43%$511.1K$269.4K-$241.7K2026-10-13
Imc-Chicago, LLC
NEW2,914—+2,914——$268.6K—2026-11-05
Commonwealth Financial Services, LLC
DECREASED2,88929,538-26,649-90%$3.0M$266.3K-$2.7M2026-10-20
Aegis Wealth Management, Inc.
INCREASED2,8722,126+746+35%$213.3K$264.7K+$51.4K2026-10-26
Flagship Harbor Advisors, LLC
DECREASED2,8653,198-333-10%$320.9K$264.1K-$56.8K2026-10-26
Elevated Financial Group LLC
DECREASED2,82473,018-70,194-96%$7.3M$260.3K-$7.1M2026-10-16
1834 Investment Advisors Co
NEW2,739—+2,739——$252.5K—2026-10-16
Spinnaker Investment Group, LLC
DECREASED2,7373,219-482-15%$323.0K$252.2K-$70.8K2026-10-13
LongView Wealth Management
DECREASED2,7073,537-830-23%$354.9K$249.5K-$105.4K2026-10-19
Smart Wealth LLC
NEW2,695—+2,695——$248.4K—2026-11-04
Stablepoint Partners, LLC
INCREASED2,6902,659+31+1%$266.8K$247.9K-$18.9K2026-11-03
John W. Brooker & Co., CPAs
NEW2,618—+2,618——$241.3K—2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED2,5802,566+14+1%$257.5K$237.8K-$19.7K2026-10-16
Stackstone Wealth, LLC
NEW2,568—+2,568——$236.7K—2026-10-19
Johnson Bixby & Associates, LLC
DECREASED2,5273,683-1,156-31%$369.6K$232.9K-$136.7K2026-10-14
Harbor Investment Advisory, LLC
INCREASED2,5052,389+116+5%$239.7K$230.9K-$8.9K2026-10-13
Cooper Financial Group
INCREASED2,3622,344+18+1%$235.2K$217.7K-$17.5K2026-10-07
Sheets Smith Wealth Management
NEW2,352—+2,352——$216.8K—2026-10-16
Daymark Wealth Partners, LLC
DECREASED2,3285,804-3,476-60%$582.4K$214.6K-$367.8K2026-11-04
RCS Financial Planning, LLC
DECREASED2,3202,702-382-14%$271.1K$213.8K-$57.3K2026-10-14
Atlas Brown,Inc.
NEW2,293—+2,293——$211.4K—2026-10-09
Asempa Wealth Advisors
DECREASED2,2582,457-199-8%$246.5K$207.8K-$38.8K2026-10-07
Hengehold Capital Management LLC
INCREASED2,2512,241+10+0%$224.9K$207.4K-$17.4K2026-10-16
Client 1ST Advisory Group, LLC
DECREASED2,2022,785-583-21%$279.5K$203.0K-$76.5K2026-10-19
Paladin Partners, LLC
UNCHANGED2,1582,15800%$216.6K$198.9K-$17.7K2026-10-06
Pflug Koory, LLC
UNCHANGED1,8201,82000%$182.6K$167.7K-$14.9K2026-10-26
Capital Investment Counsel, Inc
UNCHANGED1,7661,76600%$177.2K$162.8K-$14.4K2026-10-20
Parkside Financial Bank & Trust
DECREASED1,3761,414-38-3%$141.9K$126.8K-$15.1K2026-10-27
Creative Financial Designs Inc
INCREASED1,303885+418+47%$88.8K$120.1K+$31.3K2026-11-04
Wells Financial Advisors Inc
DECREASED1,1622,305-1,143-50%$231.3K$107.1K-$124.2K2026-11-02
Midwest Capital Advisors, LLC
DECREASED1,1562,841-1,685-59%$285.1K$106.6K-$178.6K2026-11-04
Arlington Trust Co LLC
UNCHANGED1,1341,13400%$113.8K$104.5K-$9.3K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED981644+337+52%$64.6K$91.0K+$26.3K2026-10-30
Yankcom Partnership
NEW960—+960——$88.5K—2026-10-15
First Horizon Corp
UNCHANGED88588500%$88.8K$81.6K-$7.2K2026-10-26
Asset Planning,Inc
INCREASED810800+10+1%$80.3K$74.6K-$5.7K2026-10-26
Biltmore Family Office, LLC
UNCHANGED78578500%$78.8K$72.4K-$6.4K2026-11-03
UMB Private Wealth Management, LLC
NEW779—+779——$71.8K—2026-10-19
Tsfg, LLC
DECREASED673829-156-19%$83.0K$62-$82.9K2026-10-23
Oakworth Capital, Inc.
UNCHANGED63663600%$63.3K$58.6K-$4.7K2026-10-26
Clean Yield Group
UNCHANGED53053000%$53.2K$48.9K-$4.3K2026-10-28
GK Wealth Management LLC
NEW400—+400——$36.9K—2026-10-09
Lloyd Advisory Services, Llc.
DECREASED341346-5-1%$34.7K$31.4K-$3.3K2026-11-02
Larson Financial Group LLC
UNCHANGED33933900%$34.0K$31.2K-$2.8K2026-11-05
Independence Bank of Kentucky
UNCHANGED33633600%$33.7K$31.0K-$2.7K2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW285—+285——$26.3K—2026-10-14
Advocate Investing Services LLC
DECREASED280364-84-23%$36.5K$25.8K-$10.7K2026-10-26
Covestor Ltd
INCREASED262261+1+0%$26.0K$24-$26.0K2026-10-30
Essential Partners LLC
NEW203—+203——$18.7K—2026-10-14
Beacon Investment Advisory Services, Inc.
NEW196—+196——$18.1K—2026-10-13
Nemes Rush Group LLC
UNCHANGED18718700%$18.8K$17.2K-$1.5K2026-11-04
Reap Financial Group, LLC
INCREASED186183+3+2%$18.4K$17.1K-$1.2K2026-11-02
Latitude Advisors, LLC
NEW183—+183——$16.9K—2026-10-27
Transce3nd, LLC
NEW170—+170——$16.0K—2026-10-26
Key Capital Management, Inc
DECREASED164192-28-15%$19.3K$15.1K-$4.2K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED164162+2+1%$16.3K$15.1K-$1.2K2026-10-20
Trust Co of Vermont
UNCHANGED16216200%$16.3K$14.9K-$1.3K2026-10-21
Nvwm, LLC
NEW138—+138——$12.7K—2026-10-14
Cullen T Bankers, Inc.
INCREASED13890+48+53%$9.0K$12.7K+$3.7K2026-10-28
Simplex Trading, LLC
NEW125—+125——$11.5K—2026-11-04
Investors Research Corp
UNCHANGED11711700%$11.7K$10.8K-$9572026-10-07
Root Financial Partners, LLC
NEW115—+115——$10.6K—2026-10-21
Axiom Investment Management LLC
DECREASED111117-6-5%$11.7K$10.2K-$1.5K2026-11-03
Trust Co of Toledo NA
UNCHANGED10610600%$10.6K$9.8K-$8672026-10-16
Piscataqua Savings Bank
UNCHANGED949400%$9.4K$8.7K-$7692026-10-21
MassMutual Private Wealth & Trust, FSB
UNCHANGED888800%$8.8K$8.1K-$7202026-10-05
Olistico Wealth, LLC
NEW87—+87——$8.0K—2026-10-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED808000%$8.0K$7.4K-$6542026-10-27
Nfsg Corp
UNCHANGED686800%$6.8K$6.3K-$5562026-10-15
Silver Grove Financial Group, Inc.
INCREASED6358+5+9%$5.8K$5.8K-$132026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED616100%$6.1K$5.6K-$4992026-10-23
SJS Investment Consulting Inc.
NEW60—+60——$5.5K—2026-10-26
Abound Wealth Management
NEW58—+58——$5.4K—2026-10-26
Evolution Wealth Management Inc.
UNCHANGED555500%$5.5K$5.1K-$4502026-10-28
Heritage Family Offices, LLP
NEW54—+54——$5.0K—2026-11-02
NBT Bank, N.A.
UNCHANGED535300%$5.3K$4.9K-$4342026-10-21
Cordgrass Capital Advisors, LLC
UNCHANGED505000%$5.0K$4.6K-$4092026-10-30
Kingdom Financial Group Llc.
NEW49—+49——$4.5K—2026-11-04
Hughes Financial Services, LLC
UNCHANGED474700%$4.7K$4.5K-$2222026-10-30
NorthAvenue LLC
UNCHANGED464600%$4.6K$4.2K-$3752026-10-29
Asset Dedication, LLC
UNCHANGED464600%$4.6K$4.2K-$3752026-11-03
Indiana Trust & Investment Management Co
UNCHANGED414100%$4.1K$3.8K-$3352026-10-22
First Bancorp, Inc
UNCHANGED393900%$3.9K$3.6K-$3192026-10-26
Canton Hathaway, LLC
NEW38—+38——$3.5K—2026-10-23
Montgomery Financial Services LLC
NEW38—+38——$3.5K—2026-11-03
Archer Investment Corp
DECREASED25120-95-79%$12.0K$2.3K-$9.7K2026-11-05
Atwood & Palmer Inc
UNCHANGED171700%$1.7K$1.6K-$1392026-10-08
Lynch Investment Planning, LLC
NEW14—+14——$1.3K—2026-10-27
United Financial Planning Group LLC
UNCHANGED101000%$1.0K$922-$822026-11-04
Register Financial Advisors LLC
UNCHANGED7700%$702$645-$572026-10-23
Lodestone Wealth Management LLC
UNCHANGED1100%$114$106-$82026-10-14
Surience Private Wealth LLC
CLOSED035,460-35,460-100%$3.6M$0-$3.6M2026-10-16
Clarus Wealth Advisors
CLOSED029,717-29,717-100%$2.9M$0-$2.9M2026-10-13
Heck Capital Advisors, LLC
CLOSED026,704-26,704-100%$2.7M$0-$2.7M2026-10-14
Braun-Bostich & Associates Inc.
CLOSED022,488-22,488-100%$2.3M$0-$2.3M2026-10-20
Saxony Capital Management, LLC
CLOSED019,667-19,667-100%$2.0M$0-$2.0M2026-10-15
Scarborough Advisors, LLC
CLOSED019,310-19,310-100%$1.9M$0-$1.9M2026-10-16
Succession Financial, Inc.
CLOSED016,522-16,522-100%$1.7M$0-$1.7M2026-10-14
Visionary Wealth Advisors
CLOSED014,718-14,718-100%$1.5M$0-$1.5M2026-11-04
Confluence Wealth Services, Inc.
CLOSED04,461-4,461-100%$447.7K$0-$447.7K2026-11-05
Financial Life Advisors
CLOSED04,395-4,395-100%$441.0K$0-$441.0K2026-10-14
World Equity Group, Inc.
CLOSED04,298-4,298-100%$431.3K$0-$431.3K2026-10-14
Sound Income Strategies, LLC
CLOSED03,895-3,895-100%$390.9K$0-$390.9K2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
CLOSED03,472-3,472-100%$348.4K$0-$348.4K2026-10-23
Pinnacle Associates LTD
CLOSED03,472-3,472-100%$348.4K$0-$348.4K2026-10-20
Apeiron RIA LLC
CLOSED02,581-2,581-100%$259.0K$0-$259.0K2026-10-08
Axim Planning & Wealth
CLOSED02,409-2,409-100%$241.7K$0-$241.7K2026-10-28
Revisor Wealth Management LLC
CLOSED02,393-2,393-100%$240.1K$0-$240.1K2026-10-20
Advisory Solutions Group, LLC
CLOSED02,278-2,278-100%$228.6K$0-$228.6K2026-10-14
Robertson Stephens Wealth Management, LLC
CLOSED02,219-2,219-100%$222.7K$0-$222.7K2026-10-16
Quartz Partners, LLC
CLOSED02,212-2,212-100%$222.0K$0-$222.0K2026-11-03
Sculati Wealth Management, LLC
CLOSED02,130-2,130-100%$210.2K$0-$210.2K2026-10-19
Demars Financial Group, LLC
CLOSED02,093-2,093-100%$210.0K$0-$210.0K2026-10-22
Cassilly Financial Group LLC
CLOSED02,076-2,076-100%$208.3K$0-$208.3K2026-10-07
TSA Wealth Managment LLC
CLOSED02,048-2,048-100%$205.5K$0-$205.5K2026-10-22
Vicus Capital
CLOSED02,010-2,010-100%$201.7K$0-$201.7K2026-11-05
BankPlus Wealth Management LLC
CLOSED02,000-2,000-100%$200.7K$0-$200.7K2026-10-13
International Assets Investment Management, LLC
CLOSED01,175-1,175-100%$117.0K$0-$117.0K2026-11-02
Islay Capital Management, LLC
CLOSED0974-974-100%$97.7K$0-$97.7K2026-10-20
AdvisorNet Financial, Inc
CLOSED0944-944-100%$94.8K$0-$94.8K2026-10-15
West Paces Advisors Inc.
CLOSED0850-850-100%$85.3K$0-$85.3K2026-10-13
Financial Consulate, Inc
CLOSED0246-246-100%$24.7K$0-$24.7K2026-10-23
Sunrise Financial Services, LLC
CLOSED043-43-100%$4.3K$0-$4.3K2026-10-21
Pittenger & Anderson Inc
CLOSED040-40-100%$4.0K$0-$4.0K2026-11-02
Main Street Group, LTD
CLOSED039-39-100%$3.9K$0-$3.9K2026-10-28
CGC Financial Services, LLC
CLOSED019-19-100%$1.9K$0-$1.9K2026-10-13
Tucker Asset Management LLC
CLOSED018-18-100%$1.8K$0-$1.8K2026-10-29
SYM Financial Corp
CLOSED010-10-100%$1.0K$0-$1.0K2026-10-26
Envestnet Asset Management Inc
N/A—19,652,832-19,652,832-100%$2.0B———
Bank of America Corp
N/A—7,056,628-7,056,628-100%$708.1M———
LPL Financial LLC
N/A—6,711,248-6,711,248-100%$673.5M———
BlackRock, Inc.
N/A—4,710,306-4,710,306-100%$472.7M———
Morgan Stanley
N/A—3,540,643-3,540,643-100%$355.3M———
JPMorgan Chase & Co
N/A—3,490,075-3,490,075-100%$353.6M———
Ameriprise Financial Inc
N/A—2,455,071-2,455,071-100%$246.0M———
Envestnet Portfolio Solutions, Inc.
N/A—2,288,353-2,288,353-100%$229.6M———
Dynasty Wealth Management, LLC
N/A—2,050,071-2,050,071-100%$205.7M———
Stifel Financial Corp
N/A—1,746,571-1,746,571-100%$175.3M———
Cetera Investment Advisers
N/A—1,662,099-1,662,099-100%$166.8M———
Wells Fargo & Company
N/A—1,660,729-1,660,729-100%$166.7M———
RiverFront Investment Group, LLC
N/A—1,324,932-1,324,932-100%$133.0M———
Janney Montgomery Scott LLC
N/A—1,220,050-1,220,050-100%$122.4M———
MML Investors Services, LLC
N/A—1,192,620-1,192,620-100%$119.7M———
NewEdge Advisors, LLC
N/A—931,209-931,209-100%$93.4M———
Destination Wealth Management
N/A—891,126-891,126-100%$89.4M———
Hamilton Capital Partners, LLC
N/A—857,106-857,106-100%$86.0M———
Benjamin Edwards Inc
N/A—836,231-836,231-100%$83.9M———
Raymond James Financial Inc
N/A—809,038-809,038-100%$81.2M———
Quotient Wealth Partners, LLC
N/A—713,106-713,106-100%$71.6M———
Royal Bank of Canada
N/A—661,234-661,234-100%$66.4M———
Sanctuary Advisors, LLC
N/A—600,513-600,513-100%$60.3M———
Northwestern Mutual Wealth Management Co
N/A—518,894-518,894-100%$52.1M———
Cerity Partners Ocio LLC
N/A—504,136-504,136-100%$50.6M———
UBS Group AG
N/A—492,146-492,146-100%$49.4M———
Foundations Investment Advisors, LLC
N/A—484,379-484,379-100%$48.6M———
United Capital Financial Advisors, LLC
N/A—456,877-456,877-100%$45.8M———
MAI Capital Management
N/A—410,403-410,403-100%$41.2M———
Osaic Holdings, Inc.
N/A—393,343-393,343-100%$39.5M———
Steward Partners Investment Advisory, LLC
N/A—282,330-282,330-100%$28.3M———
US Bancorp \de\
N/A—277,047-277,047-100%$27.8M———
Banco Santander, S.A.
N/A—263,210-263,210-100%$26.4M———
Castleark Management LLC
N/A—258,432-258,432-100%$25.9M———
Rockefeller Capital Management L.P.
N/A—236,696-236,696-100%$23.8M———
Pinnacle Financial Partners, Inc.
N/A—222,202-222,202-100%$22.3M———
CreativeOne Wealth, LLC
N/A—220,524-220,524-100%$22.1M———
Modern Wealth Management, LLC
N/A—215,420-215,420-100%$21.6M———
Savvy Advisors, Inc.
N/A—207,915-207,915-100%$20.9M———
Jones Financial Companies Lllp
N/A—174,605-174,605-100%$17.7M———
HighTower Advisors, LLC
N/A—173,929-173,929-100%$17.5M———
&partners
N/A—170,479-170,479-100%$17.1M———
Icon Wealth Advisors, LLC
N/A—159,156-159,156-100%$16.0M———
IHT Wealth Management, LLC
N/A—157,196-157,196-100%$15.8M———
Cascade Financial Partners, LLC
N/A—154,327-154,327-100%$15.5M———
NorthCoast Asset Management LLC
N/A—145,376-145,376-100%$14.6M———
Keel Point, LLC
N/A—144,496-144,496-100%$14.5M———
State Farm Mutual Automobile Insurance Co
N/A—124,705-124,705-100%$12.5M———
Equitable Holdings, Inc.
N/A—121,351-121,351-100%$12.2M———
Goldman Sachs Group Inc
N/A—104,929-104,929-100%$10.5M———
Orion Porfolio Solutions, LLC
N/A—103,910-103,910-100%$10.4M———
Flow Traders U.S. LLC
N/A—94,839-94,839-100%$9.5M———
Harvest Portfolios Group Inc.
N/A—92,049-92,049-100%$9.2M———
Liberty Wealth Management LLC
N/A—87,815-87,815-100%$8.8M———
PAX Financial Group, LLC
N/A—77,515-77,515-100%$7.8M———
Global Retirement Partners, LLC
N/A—75,318-75,318-100%$7.6M———
Arax Advisory Partners
N/A—71,575-71,575-100%$7.2M———
EWA, LLC
N/A—70,327-70,327-100%$7.1M———
Keystone Financial Services
N/A—70,324-70,324-100%$7.1M———
Scotia Capital Inc.
N/A—70,287-70,287-100%$7.1M———
Principal Securities, Inc.
N/A—69,375-69,375-100%$7.0M———
Mariner, LLC
N/A—68,842-68,842-100%$6.9M———
Capital Analysts, LLC
N/A—68,168-68,168-100%$6.8M———
Stokes Family Office, LLC
N/A—67,450-67,450-100%$6.8M———
Invst, LLC
N/A—64,815-64,815-100%$6.5M———
Regal Investment Advisors LLC
N/A—63,662-63,662-100%$6.4M———
Stratos Wealth Partners, Ltd.
N/A—63,590-63,590-100%$6.4M———
World Investment Advisors
N/A—60,880-60,880-100%$6.1M———
Legacy Financial Group LLC
N/A—60,819-60,819-100%$6.1M———
Captrust Financial Advisors
N/A—60,747-60,747-100%$6.1M———
Wealth Alliance, LLC
N/A—59,254-59,254-100%$5.9M———
Van Hulzen Asset Management, LLC
N/A—58,327-58,327-100%$5.9M———
HighPoint Advisor Group LLC
N/A—57,773-57,773-100%$5.8M———
Bcgm Wealth Management, LLC
N/A—57,319-57,319-100%$5.8M———
Focus Partners Wealth
N/A—53,550-53,550-100%$5.4M———
Gateway Wealth Partners, LLC
N/A—52,789-52,789-100%$5.3M———
Quadrature Capital Ltd
N/A—50,994-50,994-100%$5.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—50,964-50,964-100%$5.1M———
Ranch Capital Advisors Inc.
N/A—50,841-50,841-100%$5.1M———
Founders Financial Alliance, LLC
N/A—50,776-50,776-100%$5.1M———
Susquehanna International Group, LLP
N/A—50,049-50,049-100%$5.0M———
WCG Wealth Advisors LLC
N/A—46,671-46,671-100%$4.7M———
Shared Vision Wealth Group LLC
N/A—46,226-46,226-100%$4.6M———
Endeavor Private Wealth, Inc.
N/A—46,078-46,078-100%$4.6M———
Focus Partners Advisor Solutions, LLC
N/A—45,718-45,718-100%$4.6M———
Resolute Wealth Advisor, Inc.
N/A—45,370-45,370-100%$4.6M———
Merit Financial Group, LLC
N/A—44,313-44,313-100%$4.4M———
Storen Legacy Partners, LLC
N/A—42,372-42,372-100%$4.3M———
Core Wealth Advisors, LLC
N/A—40,112-40,112-100%$4.0M———
Smartleaf Asset Management LLC
N/A—38,631-38,631-100%$3.9M———
Advisory Services Network, LLC
N/A—38,237-38,237-100%$3.8M———
Modus Advisors, LLC
N/A—37,765-37,765-100%$3.8M———
Twin Peaks Wealth Advisors, LLC
N/A—36,956-36,956-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—35,986-35,986-100%$3.6M———
Geneos Wealth Management Inc.
N/A—34,559-34,559-100%$3.5M———
Fifth Third Bancorp
N/A—31,855-31,855-100%$3.2M———
5T Wealth, LLC
N/A—31,082-31,082-100%$3.1M———
HRT Financial LP
N/A—30,772-30,772-100%$3.1M———
Vestmark Advisory Solutions, Inc.
N/A—30,012-30,012-100%$3.0M———
Baird Financial Group, Inc.
N/A—29,936-29,936-100%$3.0M———
WealthShield Partners, LLC
N/A—27,416-27,416-100%$2.8M———
Lansing Street Advisors
N/A—26,968-26,968-100%$2.7M———
Rothschild Wealth LLC
N/A—25,208-25,208-100%$2.5M———
Trustmark Bank Trust Department
N/A—23,145-23,145-100%$2.3M———
Venturi Wealth Management, LLC
N/A—23,078-23,078-100%$2.3M———
Snowden Capital Advisors LLC
N/A—22,434-22,434-100%$2.3M———
Beacon Bridge Wealth Partners, LLC
N/A—19,618-19,618-100%$2.0M———
Leavell Investment Management, Inc.
N/A—19,052-19,052-100%$1.9M———
Checchi Capital Advisers, LLC
N/A—18,593-18,593-100%$1.9M———
Keebeck Wealth Management
N/A—18,590-18,590-100%$1.9M———
Composition Wealth, LLC
N/A—18,556-18,556-100%$1.9M———
Private Advisor Group, LLC
N/A—17,796-17,796-100%$1.8M———
Spectrum Planning & Advisory Services Inc.
N/A—17,295-17,295-100%$1.7M———
Pathstone Holdings, LLC
N/A—17,153-17,153-100%$1.7M———
EQ LLC
N/A—17,039-17,039-100%$1.7M———
AE Wealth Management LLC
N/A—16,990-16,990-100%$1.7M———
LifePlan Investment Advisors, Inc.
N/A—16,866-16,866-100%$1.7M———
Carr Financial Group Corp
N/A—16,634-16,634-100%$1.7M———
Mercer Global Advisors Inc
N/A—15,790-15,790-100%$1.6M———
Kilter Group LLC
N/A—15,727-15,727-100%$1.6M———
PFG Investments, LLC
N/A—15,483-15,483-100%$1.6M———
Seeds Investor LLC
N/A—15,232-15,232-100%$1.5M———
Barnes Wealth Management Group, Inc
N/A—15,172-15,172-100%$1.5M———
Davis Wealth Advisors, LLC
N/A—15,084-15,084-100%$1.5M———
JT Stratford LLC
N/A—14,919-14,919-100%$1.5M———
Mendel Capital Management LLC
N/A—14,871-14,871-100%$1.5M———
Strategic Investment Advisors / MI
N/A—13,880-13,880-100%$1.4M———
Cumberland Partners Ltd
N/A—13,180-13,180-100%$1.3M———
Cerity Partners LLC
N/A—13,128-13,128-100%$1.3M———
Regimen Wealth, LLC
N/A—12,813-12,813-100%$1.3M———
Capital Investment Management, Inc.
N/A—12,766-12,766-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—12,637-12,637-100%$1.3M———
AlTi Global, Inc.
N/A—11,964-11,964-100%$1.2M———
NerdWallet Wealth Partners, LLC
N/A—11,961-11,961-100%$1.2M———
Strategic Financial Concepts, LLC
N/A—11,882-11,882-100%$1.2M———
Bank of Montreal
N/A—11,872-11,872-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—11,428-11,428-100%$1.1M———
Prosperity Bancshares Inc
N/A—11,370-11,370-100%$1.1M———
TritonPoint Partners, LLC
N/A—11,182-11,182-100%$1.1M———
Atlanta Consulting Group Advisors, LLC
N/A—11,178-11,178-100%$1.1M———
Harbour Investments, Inc.
N/A—11,175-11,175-100%$1.1M———
Tudor Investment Corp ET AL
N/A—10,984-10,984-100%$1.1M———
CCG Wealth Management, LLC
N/A—10,569-10,569-100%$1.1M———
Strategic Investment Solutions, Inc.
N/A—10,341-10,341-100%$1.0M———
IFG Advisory, LLC
N/A—10,115-10,115-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—10,046-10,046-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—9,718-9,718-100%$975.2K———
Transamerica Financial Advisors, LLC
N/A—9,627-9,627-100%$966.2K———
Tower Research Capital LLC (TRC)
N/A—9,618-9,618-100%$965.2K———
Vision Retirement, LLC
N/A—9,542-9,542-100%$957.6K———
Great Valley Advisor Group, Inc.
N/A—9,359-9,359-100%$939.4K———
Advyzon Investment Management, LLC
N/A—9,320-9,320-100%$935.3K———
Arkadios Wealth Advisors
N/A—8,524-8,524-100%$855.4K———
Retirement Management Systems Inc.
N/A—7,854-7,854-100%$788.1K———
Yukon Wealth Management, Inc.
N/A—7,445-7,445-100%$747.2K———
Aspire Private Capital, LLC
N/A—7,271-7,271-100%$729.7K———
Chatterton & Associates Inc.
N/A—7,174-7,174-100%$707.0K———
Kovack Advisors, Inc.
N/A—6,966-6,966-100%$696.3K———
J.W. Cole Advisors, Inc.
N/A—6,915-6,915-100%$693.9K———
Sequoia Financial Advisors, LLC
N/A—6,897-6,897-100%$692.1K———
Two Sigma Securities, LLC
N/A—6,788-6,788-100%$681.2K———
JPL Wealth Management, LLC
N/A—6,656-6,656-100%$667.9K———
Western Wealth Management, LLC
N/A—6,621-6,621-100%$664.5K———
Camarda Financial Advisors, LLC
N/A—6,331-6,331-100%$635.3K———
Alteri Wealth LLC
N/A—6,067-6,067-100%$608.8K———
Shelter Mutual Insurance Co
N/A—5,868-5,868-100%$588.9K———
Blalock Williams, LLC
N/A—5,791-5,791-100%$581.1K———
Argent Trust Co
N/A—5,709-5,709-100%$572.9K———
Cary Street Partners Investment Advisory LLC
N/A—5,648-5,648-100%$566.8K———
Nuveen, LLC
N/A—5,557-5,557-100%$557.6K———
Alta Wealth Advisors LLC
N/A—5,487-5,487-100%$550.6K———
Betterment LLC
N/A—5,345-5,345-100%$536.0K———
GTS Securities LLC
N/A—5,318-5,318-100%$533.7K———
Keystone Financial Group
N/A—5,257-5,257-100%$527.5K———
EFG International AG
N/A—5,042-5,042-100%$506.0K———
Inspire Advisors, LLC
N/A—4,949-4,949-100%$496.0K———
Exit Wealth Advisors, Llc.
N/A—4,691-4,691-100%$470.8K———
Beacon Pointe Advisors, LLC
N/A—4,549-4,549-100%$456.5K———
Hilltop Holdings Inc.
N/A—4,540-4,540-100%$455.6K———
Waverly Advisors, LLC
N/A—4,495-4,495-100%$451.1K———
BFC Planning, Inc.
N/A—4,439-4,439-100%$445.4K———
Nwam LLC
N/A—4,386-4,386-100%$440.1K———
Continuum Advisory, LLC
N/A—4,379-4,379-100%$439.4K———
AQR Capital Management LLC
N/A—4,284-4,284-100%$429.9K———
FMR LLC
N/A—4,251-4,251-100%$426.6K———
FAS Wealth Partners, Inc.
N/A—4,110-4,110-100%$412.4K———
VestGen Investment Management
N/A—4,109-4,109-100%$412.3K———
NorthRock Partners, LLC
N/A—4,103-4,103-100%$411.7K———
Advisors Capital Management, LLC
N/A—4,099-4,099-100%$411.4K———
Maripau Wealth Management LLC
N/A—4,080-4,080-100%$409.2K———
Mayflower Financial Advisors, LLC
N/A—3,982-3,982-100%$399.6K———
One Wealth Advisors, LLC
N/A—3,917-3,917-100%$393.1K———
Summit Financial, LLC
N/A—3,906-3,906-100%$391.9K———
Whittier Trust Co
N/A—3,884-3,884-100%$386.6K———
Lifeworks Advisors, LLC
N/A—3,880-3,880-100%$389.4K———
Northern Trust Corp
N/A—3,825-3,825-100%$383.8K———
Vantus Wealth LLC
N/A—3,762-3,762-100%$377.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,691-3,691-100%$370.4K———
Ausdal Financial Partners, Inc.
N/A—3,637-3,637-100%$365.0K———
Transcend Capital Advisors, LLC
N/A—3,579-3,579-100%$359.2K———
Empirical Asset Management, LLC
N/A—3,528-3,528-100%$354.0K———
Mmbg Investment Advisors Co.
N/A—3,488-3,488-100%$350.0K———
PNC Financial Services Group, Inc.
N/A—3,462-3,462-100%$347.4K———
Cary Street Partners Financial LLC
N/A—3,453-3,453-100%$346.5K———
Xcelsior Advisor Partners LLC
N/A—3,434-3,434-100%$344.6K———
Moors & Cabot, Inc.
N/A—3,376-3,376-100%$338.8K———
Talisman Wealth Advisors LLC
N/A—3,284-3,284-100%$329.5K———
Strathmore Capital Advisors, Inc.
N/A—3,210-3,210-100%$313.9K———
Savant Capital, LLC
N/A—3,131-3,131-100%$314.1K———
Lowe Brockenbrough & Co Inc
N/A—3,130-3,130-100%$314.1K———
Perennial Investment Advisors, LLC
N/A—3,127-3,127-100%$313.8K———
SVB Wealth LLC
N/A—3,088-3,088-100%$309.9K———
Legacy Edge Advisors, LLC
N/A—3,038-3,038-100%$304.9K———
Frisch Financial Group, Inc.
N/A—2,969-2,969-100%$297.9K———
GeoWealth Management, LLC
N/A—2,944-2,944-100%$295.5K———
Patron Partners, LLC
N/A—2,909-2,909-100%$291.9K———
EP Wealth Advisors, LLC
N/A—2,727-2,727-100%$273.7K———
Brookwood Investment Group LLC
N/A—2,695-2,695-100%$270.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,616-2,616-100%$262.5K———
Steelhead Wealth Management LLC
N/A—2,599-2,599-100%$260.0K———
GWN Securities Inc.
N/A—2,527-2,527-100%$253.6K———
Coldstream Capital Management Inc
N/A—2,508-2,508-100%$251.7K———
Kickstand Ventures, Llc.
N/A—2,484-2,484-100%$249.3K———
Resurgent Financial Advisors LLC
N/A—2,461-2,461-100%$247.0K———
Nations Financial Group Inc,
N/A—2,450-2,450-100%$246.0K———
Curtis Wealth Management LLC
N/A—2,415-2,415-100%$242.3K———
Wealthgarden F.S. LLC
N/A—2,412-2,412-100%$242.1K———
UBS Asset Management Americas LLC
N/A—2,372-2,372-100%$238.0K———
Vantage Point Financial LLC
N/A—2,298-2,298-100%$230.6K———
D L Carlson Investment Group Inc
N/A—2,215-2,215-100%$222.3K———
Coastal Bridge Advisors, LLC
N/A—2,189-2,189-100%$219.6K———
Entelevest, LLC
N/A—2,140-2,140-100%$214.7K———
Mosaic Family Wealth Partners, LLC
N/A—2,100-2,100-100%$210.7K———
Financial Engines Advisors L.L.C.
N/A—2,078-2,078-100%$208.5K———
Tyche Wealth Partners LLC
N/A—2,028-2,028-100%$203.5K———
Moneta Group Investment Advisors LLC
N/A—2,000-2,000-100%$200.7K———
Independent Advisor Alliance
N/A—1,998-1,998-100%$200.5K———
National Bank of Canada
N/A—1,763-1,763-100%$176.9K———
UMB Bank, n.a.
N/A—1,509-1,509-100%$151.4K———
IMA Advisory Services, Inc.
N/A—1,496-1,496-100%$150.1K———
Allworth Financial LP
N/A—1,494-1,494-100%$150.0K———
Capital Advisor Network LLC
N/A—1,399-1,399-100%$140.4K———
Centaurus Financial, Inc.
N/A—1,353-1,353-100%$136.0K———
New Republic Capital, LLC
N/A—1,312-1,312-100%$131.7K———
Blair William & Co
N/A—1,186-1,186-100%$119.0K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,141-1,141-100%$114.5K———
Park Place Capital Corp
N/A—983-983-100%$98.6K———
Tidemark, LLC
N/A—873-873-100%$87.6K———
Wellington Grp LLC
N/A—869-869-100%$87.5K———
Keating Financial Advisory Services, Inc.
N/A—866-866-100%$86.9K———
Ameriflex Group, Inc.
N/A—729-729-100%$73.2K———
Aptus Capital Advisors, LLC
N/A—594-594-100%$59.6K———
Investors Portfolio Services LLC
N/A—495-495-100%$49.7K———
First Command Advisory Services, Inc.
N/A—450-450-100%$45.2K———
Kerr Financial Planning Corp
N/A—344-344-100%$34.5K———
ST Germain D J Co Inc
N/A—342-342-100%$34.3K———
Colonial Trust Co / SC
N/A—313-313-100%$31.7K———
Fiduciary Financial Advisors
N/A—301-301-100%$30.2K———
Qube Research & Technologies Ltd
N/A—290-290-100%$29.1K———
Huntington National Bank
N/A—285-285-100%$28.6K———
Caldwell Sutter Capital, Inc.
N/A—279-279-100%$28.0K———
Strategic Wealth Partners, Ltd.
N/A—276-276-100%$27.7K———
Rogco, LP
N/A—234-234-100%$23.5K———
Central Trust Co
N/A—198-198-100%$19.9K———
Strive Financial Group,LLC
N/A—197-197-100%$19.7K———
Cordant, Inc.
N/A—178-178-100%$17.9K———
ESL Trust Services, LLC
N/A—160-160-100%$16.1K———
SouthState Bank Corp
N/A—155-155-100%$15.6K———
Whittier Trust Co of Nevada Inc
N/A—143-143-100%$14.1K———
Fourth Dimension Wealth, LLC
N/A—141-141-100%$14.1K———
Beaird Harris Wealth Management, LLC
N/A—116-116-100%$11.6K———
Clearstead Advisors, LLC
N/A—104-104-100%$10.4K———
Richard W. Paul & Associates, LLC
N/A—81-81-100%$8.1K———
Hantz Financial Services, Inc.
N/A—68-68-100%$7———
Bravera Wealth
N/A—65-65-100%$6.5K———
Vanguard Advisers Inc
N/A—63-63-100%$6.3K———
Crewe Advisors LLC
N/A—60-60-100%$6.0K———
Kiker Wealth Management, LLC
N/A—49-49-100%$4.9K———
Horizon Investments, LLC
N/A—40-40-100%$4.0K———
Darwin Wealth Management, LLC
N/A—39-39-100%$3.9K———
Ancora Advisors LLCA
N/A—31-31-100%$3.1K———
Timbuktu Capital Management, LLC
N/A—31-31-100%$3.1K———
N.E.W. Advisory Services LLC
N/A—23-23-100%$2.3K———
Imprint Wealth LLC
N/A—22-22-100%$2.2K———
Financial Gravity Companies, Inc.
N/A—15-15-100%$1.5K———
Addison Advisors LLC
N/A—10-10-100%$1.0K———
Glen Eagle Advisors, LLC
N/A—5-5-100%$502———
Prestige Wealth Management Group LLC
N/A—5-5-100%$502———
Clearstead Trust, LLC
N/A—5-5-100%$502———
Dunhill Financial, LLC
N/A—3-3-100%$301———
Russell Investments Group, Ltd.
N/A—2-2-100%$201———
Graney & King, LLC
N/A—2-2-100%$203———
Showing 660 of 660 institutions