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Ishares Core 80/20 Aggressiv (AOA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares325,304 from 247,088
Change+78,216 (+32%)
Value$31.6M (+$7.5M)
Filed 2026-11-06
JIM Saulnier & Associates, LLC
INCREASED
Shares277,689 from 244,296
Change+33,393 (+14%)
Value$27.0M (+$3.2M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares240,188 from 245,482
Change-5,294 (-2%)
Value$23.4M (-$596.0K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares150,084 from 154,203
Change-4,119 (-3%)
Value$14.6K (-$15.0M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares142,018 from 141,970
Change+48 (+0%)
Value$13.8M (-$42.7K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares116,963 from 111,352
Change+5,611 (+5%)
Value$11.4M (+$502.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares115,256 from 108,771
Change+6,485 (+6%)
Value$11.2M (+$594.9K)
Filed 2026-11-06
Consilium Wealth Advisory, LLC
INCREASED
Shares106,382 from 81,761
Change+24,621 (+30%)
Value$10.3M (+$2.4M)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
DECREASED
Shares104,257 from 107,843
Change-3,586 (-3%)
Value$10.1M (-$384.4K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares93,146 from 79,097
Change+14,049 (+18%)
Value$9.1M (+$1.3M)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares68,536 from 59,641
Change+8,895 (+15%)
Value$6.7M (+$845.6K)
Filed 2026-10-22
Weaver Consulting Group
INCREASED
Shares61,369 from 61,364
Change+5 (+0%)
Value$6.0M (-$19.8K)
Filed 2026-10-07
Unique Wealth, LLC
INCREASED
Shares60,479 from 57,776
Change+2,703 (+5%)
Value$5.9M (+$243.9K)
Filed 2026-10-16
Clearstead Advisors, LLC
DECREASED
Shares59,913 from 61,477
Change-1,564 (-3%)
Value$5.8M (-$172.4K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares54,359 from 54,499
Change-140 (0%)
Value$5.3M (-$31.6K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
INCREASED
Shares53,501 from 50,825
Change+2,676 (+5%)
Value$5.2M (+$243.5K)
Filed 2026-10-15
Fort Henry Capital, LLC
INCREASED
Shares51,172 from 50,005
Change+1,167 (+2%)
Value$5.0M (+$97.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares50,181 from 48,481
Change+1,700 (+4%)
Value$4.9M (+$149.3K)
Filed 2026-10-08
SteelPeak Wealth, LLC
DECREASED
Shares45,999 from 46,498
Change-499 (-1%)
Value$4.5M (-$63.9K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED
Shares41,982 from 40,336
Change+1,646 (+4%)
Value$4.1M (+$146.9K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares38,442 from 24,106
Change+14,336 (+59%)
Value$3.7M (+$1.4M)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares37,891 from 41,696
Change-3,805 (-9%)
Value$3.7M (-$383.9K)
Filed 2026-11-05
RTD Financial Advisors, Inc.
INCREASED
Shares34,927 from 27,525
Change+7,402 (+27%)
Value$3.4M (+$711.0K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares33,866 from 29,553
Change+4,313 (+15%)
Value$3.3M (+$421.0K)
Filed 2026-11-06
Marino, Stram & Associates LLC
DECREASED
Shares30,774 from 30,812
Change-38 (0%)
Value$3.0M (-$13.8K)
Filed 2026-10-22
Madrid Financial Services
INCREASED
Shares30,468 from 28,378
Change+2,090 (+7%)
Value$3.0M (+$193.9K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares30,108 from 29,823
Change+285 (+1%)
Value$2.9M (+$17.9K)
Filed 2026-10-22
Archford Capital Strategies, LLC
DECREASED
Shares27,658 from 29,748
Change-2,090 (-7%)
Value$2.7M (-$213.1K)
Filed 2026-10-19
Somnio Financial Group, LLC
INCREASED
Shares27,479 from 26,642
Change+837 (+3%)
Value$2.7M (+$72.6K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares24,173 from 24,638
Change-465 (-2%)
Value$2.4M (-$53.4K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares23,742 from 21,986
Change+1,756 (+8%)
Value$2.3M (+$163.6K)
Filed 2026-10-13
Wealth Forward, LLC
DECREASED
Shares23,350 from 35,042
Change-11,692 (-33%)
Value$2.3M (-$1.1M)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares22,112
Change+22,112
Value$2.2M
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares21,767 from 22,493
Change-726 (-3%)
Value$2.1M (-$78.1K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares21,397 from 22,947
Change-1,550 (-7%)
Value$2.1M (-$158.4K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
INCREASED
Shares21,171 from 20,982
Change+189 (+1%)
Value$2.1M (+$11.5K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares20,388 from 82,700
Change-62,312 (-75%)
Value$2.0K (-$6.1K)
Filed 2026-10-02
Visionary Wealth Advisors
DECREASED
Shares19,820 from 20,851
Change-1,031 (-5%)
Value$1.9M (-$107.2K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares19,640
Change+19,640
Value$1.9M
Filed 2026-11-04
CGN Advisors LLC
INCREASED
Shares19,504 from 19,466
Change+38 (+0%)
Value$1.9M (-$2.7K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
INCREASED
Shares18,686 from 18,280
Change+406 (+2%)
Value$1.8M (+$33.5K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares17,645 from 17,229
Change+416 (+2%)
Value$1.7M (+$34.8K)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares16,265 from 13,155
Change+3,110 (+24%)
Value$1.6M (+$322.7K)
Filed 2026-10-16
Greystone Financial Group, LLC
DECREASED
Shares15,730 from 15,817
Change-87 (-1%)
Value$1.5M (-$13.7K)
Filed 2026-10-26
R2 Capital Strategies, LLC
DECREASED
Shares15,684 from 15,922
Change-238 (-1%)
Value$1.5M (-$28.4K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
DECREASED
Shares15,591 from 15,912
Change-321 (-2%)
Value$1.5M (-$36.4K)
Filed 2026-10-14
Buttonwood Financial Group, LLC
DECREASED
Shares15,165 from 16,355
Change-1,190 (-7%)
Value$1.5M (-$104.5K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
DECREASED
Shares15,162 from 21,046
Change-5,884 (-28%)
Value$1.5M (-$559.3K)
Filed 2026-10-29
Cogent Private Wealth, Inc.
INCREASED
Shares14,737 from 7,213
Change+7,524 (+104%)
Value$1.4M (+$729.5K)
Filed 2026-11-06
Mainsail Asset Management, LLC
DECREASED
Shares14,459 from 14,736
Change-277 (-2%)
Value$1.4M (+$455)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares14,219 from 11,140
Change+3,079 (+28%)
Value$1.4M (+$295.8K)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares14,009 from 14,009
Change0 (0%)
Value$1.4M (-$4.6K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares14,006 from 14,161
Change-155 (-1%)
Value$1.4M (-$19.8K)
Filed 2026-10-22
Syverson Strege & Co
DECREASED
Shares13,827 from 16,284
Change-2,457 (-15%)
Value$1.3M (-$244.4K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares13,787 from 13,397
Change+390 (+3%)
Value$1.3M (+$33.4K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
DECREASED
Shares13,648 from 22,031
Change-8,383 (-38%)
Value$1.3M (-$822.7K)
Filed 2026-10-26
Able Financial Group, LLC
INCREASED
Shares13,643 from 11,846
Change+1,797 (+15%)
Value$1.3M (+$170.9K)
Filed 2026-10-14
Diversify Advisory Services, LLC
INCREASED
Shares12,816 from 11,337
Change+1,479 (+13%)
Value$1.2M (+$160.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares12,816 from 11,337
Change+1,479 (+13%)
Value$1.2M (+$160.8K)
Filed 2026-10-20
Prentice Wealth Management LLC
INCREASED
Shares12,594 from 12,559
Change+35 (+0%)
Value$1.2M (-$740)
Filed 2026-10-20
MPS Loria Financial Planners, LLC
INCREASED
Shares12,449 from 11,084
Change+1,365 (+12%)
Value$1.2M (+$129.1K)
Filed 2026-10-14
High Net Worth Advisory Group LLC
UNCHANGED
Shares12,050 from 12,050
Change0 (0%)
Value$1.2M (-$4.0K)
Filed 2026-10-26
Acropolis Investment Management, LLC
INCREASED
Shares11,557 from 11,455
Change+102 (+1%)
Value$1.1M (+$6.2K)
Filed 2026-10-08
Diversified Trust Co
DECREASED
Shares11,213 from 11,428
Change-215 (-2%)
Value$1.1M (-$24.8K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares10,764 from 10,714
Change+50 (+0%)
Value$1.0M (+$1.4K)
Filed 2026-10-01
Weitzel Financial Services, Inc.
INCREASED
Shares10,586 from 9,611
Change+975 (+10%)
Value$1.0M (+$104.2K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares10,169 from 10,091
Change+78 (+1%)
Value$989.1K (+$4.2K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares10,044 from 9,971
Change+73 (+1%)
Value$976.9K (+$3.7K)
Filed 2026-11-04
GEN Financial Management, Inc.
INCREASED
Shares10,004 from 9,070
Change+934 (+10%)
Value$973.1K (+$87.9K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares9,982 from 9,913
Change+69 (+1%)
Value$971.0K (+$3.5K)
Filed 2026-11-04
True Private Wealth Advisors
INCREASED
Shares9,930 from 8,872
Change+1,058 (+12%)
Value$965.9K (+$100.0K)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares9,716 from 9,426
Change+290 (+3%)
Value$945.1K (+$25.0K)
Filed 2026-11-05
Clearview Wealth Management LLC
DECREASED
Shares9,672 from 9,916
Change-244 (-2%)
Value$947.0K (-$20.8K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares9,302 from 8,773
Change+529 (+6%)
Value$904.8K (+$48.6K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares9,021 from 8,848
Change+173 (+2%)
Value$877.5K (+$13.9K)
Filed 2026-10-13
Marion Wealth Management
INCREASED
Shares8,753 from 8,454
Change+299 (+4%)
Value$851.4K (+$26.3K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares8,658 from 12,146
Change-3,488 (-29%)
Value$842.2K (-$343.2K)
Filed 2026-10-30
Mullooly Asset Management, Inc.
INCREASED
Shares8,649 from 8,574
Change+75 (+1%)
Value$840.9K (+$4.2K)
Filed 2026-10-30
Saxony Capital Management, LLC
DECREASED
Shares8,603 from 8,622
Change-19 (0%)
Value$836.8K (-$4.7K)
Filed 2026-10-15
Boston Standard Wealth Management, LLC
INCREASED
Shares8,579 from 8,480
Change+99 (+1%)
Value$834.5K (+$7.1K)
Filed 2026-10-07
Orin Green Financial, LLC
DECREASED
Shares8,354 from 8,445
Change-91 (-1%)
Value$812.5K (-$11.7K)
Filed 2026-10-19
Fidato Wealth LLC
INCREASED
Shares8,353 from 8,331
Change+22 (+0%)
Value$812.5K (-$652)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares8,301 from 8,669
Change-368 (-4%)
Value$807.4K (-$38.7K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
DECREASED
Shares8,294 from 8,706
Change-412 (-5%)
Value$806.8K (-$42.9K)
Filed 2026-10-22
Mountain Capital Investment Advisors Inc.
INCREASED
Shares8,100 from 7,693
Change+407 (+5%)
Value$787.9K (+$37.1K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares7,768 from 11,415
Change-3,647 (-32%)
Value$755.6K (-$358.5K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares7,655 from 7,531
Change+124 (+2%)
Value$743.1K (+$8.1K)
Filed 2026-10-15
Topel & Distasi Wealth Management, LLC
INCREASED
Shares7,649 from 7,383
Change+266 (+4%)
Value$744.0K (+$23.4K)
Filed 2026-11-05
SimpliFi, Inc.
INCREASED
Shares7,576 from 7,466
Change+110 (+1%)
Value$736.9K (+$8.2K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares7,539 from 7,544
Change-5 (0%)
Value$726.6K (+$4.1K)
Filed 2026-10-27
Montgomery Financial Services LLC
DECREASED
Shares7,535 from 7,611
Change-76 (-1%)
Value$732.9K (-$9.9K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares7,507 from 6,877
Change+630 (+9%)
Value$730.4K (+$59.1K)
Filed 2026-10-16
Berman McAleer LLC
UNCHANGED
Shares7,372 from 7,372
Change0 (0%)
Value$717.1K (-$2.4K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares7,311 from 7,300
Change+11 (+0%)
Value$715.3K (+$2.8K)
Filed 2026-10-13
FWG Investments, Llc.
INCREASED
Shares7,179 from 7,131
Change+48 (+1%)
Value$698.3K (+$2.3K)
Filed 2026-11-03
Twelve Points Wealth Management LLC
INCREASED
Shares7,082 from 4,704
Change+2,378 (+51%)
Value$681.2K (+$222.1K)
Filed 2026-11-03
Vertrix Wealth Management, LLC
INCREASED
Shares6,899 from 6,719
Change+180 (+3%)
Value$671.1K (+$15.3K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares6,655 from 6,605
Change+50 (+1%)
Value$647.3K (+$2.7K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares6,547 from 6,335
Change+212 (+3%)
Value$636.8K (+$18.5K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares6,472 from 6,472
Change0 (0%)
Value$629.5K (-$2.1K)
Filed 2026-10-29
Merit Financial Group, LLC
DECREASED
Shares6,419 from 7,008
Change-589 (-8%)
Value$624.4K (-$59.5K)
Filed 2026-11-06
Jnba Financial Advisors
DECREASED
Shares6,401 from 6,477
Change-76 (-1%)
Value$622.6K (-$9.5K)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares6,362 from 6,515
Change-153 (-2%)
Value$618.8K (-$17.0K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares6,326 from 6,522
Change-196 (-3%)
Value$615.3K (-$21.2K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares6,313 from 5,098
Change+1,215 (+24%)
Value$614.1K (+$116.5K)
Filed 2026-10-29
West Wealth Group, LLC
DECREASED
Shares5,910 from 5,963
Change-53 (-1%)
Value$574.9K (-$7.1K)
Filed 2026-10-14
Schuylkill Financial LLC
INCREASED
Shares5,754 from 5,705
Change+49 (+1%)
Value$559.7K (+$2.9K)
Filed 2026-10-21
Boyum Wealth Architects LLC
DECREASED
Shares5,688 from 6,596
Change-908 (-14%)
Value$555.3K (-$81.5K)
Filed 2026-10-06
Fifth Third Bancorp
INCREASED
Shares5,647 from 5,607
Change+40 (+1%)
Value$549.3K (+$2.0K)
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares5,573 from 5,588
Change-15 (0%)
Value$542.1K (-$3.3K)
Filed 2026-10-21
Frederick Financial Consultants, LLC
INCREASED
Shares5,516 from 4,834
Change+682 (+14%)
Value$536.5K (+$64.7K)
Filed 2026-10-29
Gallacher Capital Management LLC
DECREASED
Shares5,428 from 6,023
Change-595 (-10%)
Value$528.0K (-$59.9K)
Filed 2026-10-30
Tarbox Family Office, Inc.
INCREASED
Shares5,297 from 5,280
Change+17 (+0%)
Value$515.2K (-$151)
Filed 2026-10-23
Maia Wealth LLC
DECREASED
Shares5,198 from 6,328
Change-1,130 (-18%)
Value$505.7K (-$112.0K)
Filed 2026-10-19
Great Point Wealth Advisors, LLC
DECREASED
Shares5,102 from 5,148
Change-46 (-1%)
Value$496.3K (-$6.2K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares5,046 from 4,616
Change+430 (+9%)
Value$490.8K (+$40.3K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
INCREASED
Shares5,031 from 4,949
Change+82 (+2%)
Value$489.3K (+$6.3K)
Filed 2026-11-03
Klingman & Associates, LLC
UNCHANGED
Shares5,013 from 5,013
Change0 (0%)
Value$487.6K (-$1.7K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares4,989 from 4,420
Change+569 (+13%)
Value$485.3K (+$53.9K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
INCREASED
Shares4,979 from 3,459
Change+1,520 (+44%)
Value$484.6K (+$147.5K)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares4,851 from 5,653
Change-802 (-14%)
Value$471.9K (-$79.9K)
Filed 2026-10-23
Aquire Wealth Advisors, LLC
DECREASED
Shares4,700 from 5,447
Change-747 (-14%)
Value$457.2K (-$74.5K)
Filed 2026-10-23
Plan Group Financial, LLC
DECREASED
Shares4,657 from 5,390
Change-733 (-14%)
Value$452.7K (-$73.4K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,561 from 4,561
Change0 (0%)
Value$443.6K (-$1.5K)
Filed 2026-10-27
DecisionPoint Financial, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$437.4K (+$405)
Filed 2026-10-27
Well Done, LLC
INCREASED
Shares4,470 from 4,437
Change+33 (+1%)
Value$434.8K (+$1.7K)
Filed 2026-10-20
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares4,456 from 4,652
Change-196 (-4%)
Value$433.4K (-$20.6K)
Filed 2026-10-19
Insight Wealth Partners, LLC
INCREASED
Shares4,449 from 4,320
Change+129 (+3%)
Value$432.8K (+$11.1K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares4,419 from 4,376
Change+43 (+1%)
Value$429.8K (+$2.7K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares4,242 from 4,612
Change-370 (-8%)
Value$412.6K (-$37.6K)
Filed 2026-10-15
Smith Partners Wealth Management, LLC
INCREASED
Shares4,133 from 3,984
Change+149 (+4%)
Value$402.0K (+$13.2K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,057 from 3,289
Change+768 (+23%)
Value$394.6K (+$73.6K)
Filed 2026-10-23
SWP Financial LLC
UNCHANGED
Shares4,051 from 4,051
Change0 (0%)
Value$394.0K (-$1.3K)
Filed 2026-10-23
Courage Miller Partners, LLC
DECREASED
Shares4,007 from 6,371
Change-2,364 (-37%)
Value$389.8K (-$232.0K)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
DECREASED
Shares4,007 from 4,013
Change-6 (0%)
Value$389.8K (-$1.9K)
Filed 2026-11-06
Mayfair Advisory Group, LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$388.6K (+$5.9K)
Filed 2026-10-20
Milestone Asset Management, LLC
INCREASED
Shares3,984 from 3,854
Change+130 (+3%)
Value$387.6K (+$11.4K)
Filed 2026-10-15
New Capital Management LP
INCREASED
Shares3,916 from 3,903
Change+13 (+0%)
Value$380.9K (-$18)
Filed 2026-10-29
Nvwm, LLC
DECREASED
Shares3,870 from 3,918
Change-48 (-1%)
Value$376.4K (-$6.0K)
Filed 2026-10-14
Worth Asset Management, LLC
DECREASED
Shares3,800 from 23,586
Change-19,786 (-84%)
Value$369.6K (-$1.9M)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares3,737 from 3,207
Change+530 (+17%)
Value$363.5K (+$50.6K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
DECREASED
Shares3,707 from 3,877
Change-170 (-4%)
Value$360.6K (+$17.5K)
Filed 2026-10-13
Retireful, LLC
NEW
Shares3,688
Change+3,688
Value$358.7K
Filed 2026-10-09
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$355.0K (-$1.2K)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
DECREASED
Shares3,565 from 3,920
Change-355 (-9%)
Value$346.8K (-$35.7K)
Filed 2026-10-15
Altura Wealth Advisors Inc.
INCREASED
Shares3,564 from 3,432
Change+132 (+4%)
Value$346.6K (+$11.7K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
NEW
Shares3,533
Change+3,533
Value$343.7K
Filed 2026-11-03
SBK Financial, Inc.
INCREASED
Shares3,481 from 3,457
Change+24 (+1%)
Value$338.6K (+$1.2K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
DECREASED
Shares3,457 from 3,487
Change-30 (-1%)
Value$336.3K (-$4.1K)
Filed 2026-10-21
tru Independence LLC
INCREASED
Shares3,454 from 2,909
Change+545 (+19%)
Value$335.9K (+$52.1K)
Filed 2026-10-20
Choice Wealth Advisors LLC
UNCHANGED
Shares3,317 from 3,317
Change0 (0%)
Value$322.6K (-$1.1K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
DECREASED
Shares3,316 from 5,108
Change-1,792 (-35%)
Value$322.6K (-$176.0K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares3,300 from 3,279
Change+21 (+1%)
Value$321.0K (+$1.0K)
Filed 2026-10-28
Forte Asset Management LLC
INCREASED
Shares3,171 from 3,033
Change+138 (+5%)
Value$308.4K (+$12.4K)
Filed 2026-10-13
Vested Financial Planning, LLC
INCREASED
Shares3,116 from 3,102
Change+14 (+0%)
Value$303.1K (+$338)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares2,968 from 2,938
Change+30 (+1%)
Value$288.7K (+$1.9K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares2,957 from 3,140
Change-183 (-6%)
Value$287.6K (-$18.9K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares2,921 from 3,105
Change-184 (-6%)
Value$284.1K (-$18.9K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares2,912 from 2,812
Change+100 (+4%)
Value$283.3K (+$8.8K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares2,898 from 3,135
Change-237 (-8%)
Value$281.9K (-$24.1K)
Filed 2026-10-08
Peak Wealth Management LLC
INCREASED
Shares2,893 from 2,891
Change+2 (+0%)
Value$281.2K (-$1.0K)
Filed 2026-10-26
Valpey Financial Services, LLC
DECREASED
Shares2,876 from 3,220
Change-344 (-11%)
Value$279.8K (-$34.5K)
Filed 2026-10-30
Partners in Financial Planning
DECREASED
Shares2,867 from 2,934
Change-67 (-2%)
Value$278.9K (-$7.5K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares2,847 from 2,916
Change-69 (-2%)
Value$276.9K (-$7.6K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares2,832 from 1,679
Change+1,153 (+69%)
Value$275.5K (+$111.7K)
Filed 2026-11-02
Salus Financial Advisors, LLC
INCREASED
Shares2,832 from 2,730
Change+102 (+4%)
Value$275.5K (+$9.0K)
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
INCREASED
Shares2,795 from 2,543
Change+252 (+10%)
Value$271.9K (+$23.7K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares2,769 from 2,764
Change+5 (+0%)
Value$269.4K (-$403)
Filed 2026-11-06
Chemistry Wealth Management LLC
INCREASED
Shares2,727 from 2,579
Change+148 (+6%)
Value$265.3K (+$13.5K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
INCREASED
Shares2,716 from 2,676
Change+40 (+1%)
Value$264.2K (+$3.0K)
Filed 2026-10-19
Altrius Capital Management Inc
DECREASED
Shares2,649 from 2,707
Change-58 (-2%)
Value$257.7K (-$6.6K)
Filed 2026-11-05
Family Wealth Partners, LLC
INCREASED
Shares2,625 from 2,616
Change+9 (+0%)
Value$255.4K (+$12)
Filed 2026-10-20
Arkansas Financial Group, Inc.
DECREASED
Shares2,613 from 2,930
Change-317 (-11%)
Value$254.2K (-$31.8K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares2,601 from 2,240
Change+361 (+16%)
Value$253.0K (+$34.4K)
Filed 2026-10-30
Landmark Wealth Management, LLC
DECREASED
Shares2,539 from 2,609
Change-70 (-3%)
Value$247.0K (-$7.6K)
Filed 2026-11-03
Atlas Private Wealth Advisors
INCREASED
Shares2,480 from 2,168
Change+312 (+14%)
Value$241.3K (+$29.6K)
Filed 2026-10-23
Basso Capital Management, L.P.
DECREASED
Shares2,445 from 2,878
Change-433 (-15%)
Value$237.8K (-$43.1K)
Filed 2026-10-30
Corepath Wealth Partners LLC
INCREASED
Shares2,411 from 2,300
Change+111 (+5%)
Value$235.9K (+$13.9K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares2,393 from 2,307
Change+86 (+4%)
Value$232.8K (+$7.5K)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares2,392 from 2,762
Change-370 (-13%)
Value$232.7K (-$36.9K)
Filed 2026-10-22
Andrews Advisory Associates, LLC
DECREASED
Shares2,383 from 3,820
Change-1,437 (-38%)
Value$231.7K (-$141.1K)
Filed 2026-10-15
Closed-End Fund Advisors, Inc.
NEW
Shares2,338
Change+2,338
Value$227.5K
Filed 2026-11-04
PFG Advisors
INCREASED
Shares2,322 from 2,312
Change+10 (+0%)
Value$225.9K (+$210)
Filed 2026-10-16
Lazari Capital Management, Inc.
INCREASED
Shares2,307 from 2,300
Change+7 (+0%)
Value$224.4K (-$97)
Filed 2026-10-20
Highland Financial Advisors, LLC
INCREASED
Shares2,303 from 2,298
Change+5 (+0%)
Value$224.0K (-$287)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,278 from 2,310
Change-32 (-1%)
Value$221.6K (-$3.9K)
Filed 2026-11-03
TL Private Wealth
INCREASED
Shares2,265 from 2,231
Change+34 (+2%)
Value$221.6K (+$5.5K)
Filed 2026-10-13
Calder Financial LLC
INCREASED
Shares2,245 from 2,230
Change+15 (+1%)
Value$218.4K (+$787)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares2,202 from 2,187
Change+15 (+1%)
Value$214.2K (+$768)
Filed 2026-11-05
Lebenthal Global Advisors, LLC
INCREASED
Shares2,183 from 2,173
Change+10 (+0%)
Value$212.3K (+$243)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,156 from 2,132
Change+24 (+1%)
Value$209.7K (+$1.7K)
Filed 2026-10-13
Swmg, LLC
DECREASED
Shares2,138 from 2,897
Change-759 (-26%)
Value$206.8K (-$74.5K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
DECREASED
Shares2,124 from 2,414
Change-290 (-12%)
Value$206.6K (-$29.0K)
Filed 2026-10-20
Optivise Advisory Services LLC
DECREASED
Shares2,092 from 2,375
Change-283 (-12%)
Value$203.5K (-$28.3K)
Filed 2026-10-19
Echo45 Advisors LLC
NEW
Shares2,080
Change+2,080
Value$202.4K
Filed 2026-10-07
Cooper Financial Group
NEW
Shares2,063
Change+2,063
Value$200.6K
Filed 2026-10-07
Mascoma Wealth Management LLC
DECREASED
Shares1,920 from 2,017
Change-97 (-5%)
Value$186.8K (-$10.1K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
INCREASED
Shares1,856 from 1,785
Change+71 (+4%)
Value$180.5K (+$6.3K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,644 from 1,715
Change-71 (-4%)
Value$159.9K (-$7.5K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares1,603 from 2,421
Change-818 (-34%)
Value$155.9K (-$80.4K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares1,552 from 1,530
Change+22 (+1%)
Value$150.9K (+$1.6K)
Filed 2026-11-04
Nfsg Corp
NEW
Shares1,200
Change+1,200
Value$116.7K
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares1,185 from 788
Change+397 (+50%)
Value$115.3K (+$38.4K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares1,182 from 1,174
Change+8 (+1%)
Value$115.0K (+$415)
Filed 2026-10-07
Harbor Investment Advisory, LLC
DECREASED
Shares1,052 from 1,506
Change-454 (-30%)
Value$102.3K (-$44.7K)
Filed 2026-10-13
Montag A & Associates Inc
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$100.8K (-$342)
Filed 2026-10-29
Mather Group, Llc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$97.3K (-$330)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$85.6K (-$290)
Filed 2026-10-28
Frisco Financial Planning LLC
INCREASED
Shares814 from 672
Change+142 (+21%)
Value$79.2K (+$13.7K)
Filed 2026-10-05
CKW Financial Group
INCREASED
Shares779 from 774
Change+5 (+1%)
Value$76 (-$74.9K)
Filed 2026-10-29
Align Financial, LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$75.8K (-$257)
Filed 2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$66.6K (-$226)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares617 from 613
Change+4 (+1%)
Value$60.0K (+$186)
Filed 2026-11-05
Blueline Advisors LLC
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$53.9K (-$183)
Filed 2026-10-15
Activest Wealth Management
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$48.5K (-$164)
Filed 2026-10-15
Gamma Investing LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$48.1K (-$163)
Filed 2026-10-08
Clearstead Trust, LLC
INCREASED
Shares484 from 444
Change+40 (+9%)
Value$47.1K (+$3.7K)
Filed 2026-11-06
MV Capital Management, Inc.
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$44.2K (-$150)
Filed 2026-10-29
Eastern Bank
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$42.8K (-$145)
Filed 2026-10-05
Rossby Financial, LCC
INCREASED
Shares436 from 13
Change+423 (+3254%)
Value$42.4K (+$41.1K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$39.8K (-$135)
Filed 2026-10-01
Proathlete Wealth Management LLC
INCREASED
Shares389 from 387
Change+2 (+1%)
Value$37.9K (+$137)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares354 from 350
Change+4 (+1%)
Value$34.5K (+$265)
Filed 2026-10-16
Retirement Wealth Solutions LLC
INCREASED
Shares307 from 304
Change+3 (+1%)
Value$29.8K (+$111)
Filed 2026-10-07
Strategic Advocates LLC
DECREASED
Shares297 from 306
Change-9 (-3%)
Value$28.9K (-$977)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares296 from 294
Change+2 (+1%)
Value$28.8K (+$102)
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares265 from 219
Change+46 (+21%)
Value$25.7K (+$4.4K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$25.6K (-$87)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$24.1K (-$82)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
INCREASED
Shares195 from 194
Change+1 (+1%)
Value$19.0K (+$34)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$17.0K (-$58)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares152 from 148
Change+4 (+3%)
Value$14.8K (+$341)
Filed 2026-11-06
CGC Financial Services, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$12.7K (-$44)
Filed 2026-10-13
Sfam, LLC
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$12.0K (+$43)
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$11.6K (-$39)
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares109 from 108
Change+1 (+1%)
Value$10.6K (+$38)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares89 from 88
Change+1 (+1%)
Value$8.6K (+$31)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.6K (-$29)
Filed 2026-10-30
Networth Advisors, LLC
INCREASED
Shares77 from 63
Change+14 (+22%)
Value$7.5K (+$1.4K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares76 from 75
Change+1 (+1%)
Value$7.3K (+$26)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$6.1K (-$21)
Filed 2026-10-21
Rosenberg Matthew Hamilton
NEW
Shares57
Change+57
Value$5.6K
Filed 2026-10-05
DT Investment Partners, LLC
INCREASED
Shares46 from 45
Change+1 (+2%)
Value$4.5K (+$83)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.2K (-$14)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
NEW
Shares18
Change+18
Value$1.8K
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$5)
Filed 2026-11-05
Horizon Financial Services, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.3K (-$4)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (-$4)
Filed 2026-10-14
West Paces Advisors Inc.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$389 (+$194)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$109 ($0)
Filed 2026-10-30
World Equity Group, Inc.
CLOSED
Shares0 from 10,989
Change-10,989 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Stash Investments, LLC
CLOSED
Shares0 from 9,635
Change-9,635 (-100%)
Value$0 (-$940.4K)
Filed 2026-10-26
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 2,998
Change-2,998 (-100%)
Value$0 (-$292.6K)
Filed 2026-10-21
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,701
Change-2,701 (-100%)
Value$0 (-$263.6K)
Filed 2026-11-03
Cora Capital Advisors LLC
CLOSED
Shares0 from 2,625
Change-2,625 (-100%)
Value$0 (-$256.2K)
Filed 2026-11-02
Compound Planning, Inc.
CLOSED
Shares0 from 2,366
Change-2,366 (-100%)
Value$0 (-$230.9K)
Filed 2026-11-05
Naples Global Advisors, LLC
CLOSED
Shares0 from 2,326
Change-2,326 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-05
Central Valley Advisors, LLC
CLOSED
Shares0 from 2,151
Change-2,151 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-27
Procyon Advisors, LLC
CLOSED
Shares0 from 2,064
Change-2,064 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-21
Madrona Financial Services, LLC
CLOSED
Shares0 from 2,060
Change-2,060 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-23
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$163.5K)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$58.6K)
Filed 2026-11-04
Pacifica Partners Inc.
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$50.5K)
Filed 2026-10-09
MCF Advisors LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$28.8K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$23.2K)
Filed 2026-11-04
Valley National Advisers Inc
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-20
Key FInancial Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$98)
Filed 2026-10-09
NorthStar Asset Management LLC
N/A
Shares— from 2,194,162
Change-2,194,162 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 611,739
Change-611,739 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 223,468
Change-223,468 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 202,154
Change-202,154 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 184,629
Change-184,629 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 148,997
Change-148,997 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 145,444
Change-145,444 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 125,330
Change-125,330 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 103,374
Change-103,374 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 102,669
Change-102,669 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 90,624
Change-90,624 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 85,630
Change-85,630 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 74,652
Change-74,652 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 72,975
Change-72,975 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 70,456
Change-70,456 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 70,134
Change-70,134 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67,537
Change-67,537 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 63,301
Change-63,301 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 62,920
Change-62,920 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 59,396
Change-59,396 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 51,728
Change-51,728 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 49,732
Change-49,732 (-100%)
Value—
UBS Group AG
N/A
Shares— from 47,074
Change-47,074 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,943
Change-40,943 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 38,147
Change-38,147 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,886
Change-36,886 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 34,254
Change-34,254 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 32,227
Change-32,227 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,800
Change-31,800 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,688
Change-28,688 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 27,647
Change-27,647 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 26,871
Change-26,871 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,180
Change-26,180 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,197
Change-25,197 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,427
Change-24,427 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,576
Change-21,576 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,845
Change-20,845 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 20,479
Change-20,479 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,435
Change-20,435 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 19,223
Change-19,223 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 19,209
Change-19,209 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,065
Change-19,065 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,226
Change-18,226 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,012
Change-18,012 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 17,546
Change-17,546 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,444
Change-16,444 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 16,360
Change-16,360 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,221
Change-16,221 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 16,156
Change-16,156 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,822
Change-15,822 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 15,128
Change-15,128 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,270
Change-14,270 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,965
Change-12,965 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,604
Change-12,604 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 12,267
Change-12,267 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 10,898
Change-10,898 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,833
Change-9,833 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,572
Change-9,572 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 596
Change-596 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 206
Change-206 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 48
Change-48 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 32
Change-32 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 31
Change-31 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
LPL Financial LLC
INCREASED325,304247,088+78,216+32%$24.1M$31.6M+$7.5M2026-11-06
JIM Saulnier & Associates, LLC
INCREASED277,689244,296+33,393+14%$23.8M$27.0M+$3.2M2026-11-04
Assetmark, Inc
DECREASED240,188245,482-5,294-2%$24.0M$23.4M-$596.0K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED150,084154,203-4,119-3%$15.1M$14.6K-$15.0M2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED142,018141,970+48+0%$13.9M$13.8M-$42.7K2026-11-05
Thrivent Financial for Lutherans
INCREASED116,963111,352+5,611+5%$10.9M$11.4M+$502.0K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED115,256108,771+6,485+6%$10.6M$11.2M+$594.9K2026-11-06
Consilium Wealth Advisory, LLC
INCREASED106,38281,761+24,621+30%$8.0M$10.3M+$2.4M2026-10-14
Patton Albertson Miller Group, LLC
DECREASED104,257107,843-3,586-3%$10.5M$10.1M-$384.4K2026-10-26
Commonwealth Equity Services, LLC
INCREASED93,14679,097+14,049+18%$7.7M$9.1M+$1.3M2026-11-02
Strategic Blueprint, LLC
INCREASED68,53659,641+8,895+15%$5.8M$6.7M+$845.6K2026-10-22
Weaver Consulting Group
INCREASED61,36961,364+5+0%$6.0M$6.0M-$19.8K2026-10-07
Unique Wealth, LLC
INCREASED60,47957,776+2,703+5%$5.6M$5.9M+$243.9K2026-10-16
Clearstead Advisors, LLC
DECREASED59,91361,477-1,564-3%$6.0M$5.8M-$172.4K2026-11-06
Kestra Advisory Services, LLC
DECREASED54,35954,499-1400%$5.3M$5.3M-$31.6K2026-11-02
Legacy Wealth Partners, LLC
INCREASED53,50150,825+2,676+5%$5.0M$5.2M+$243.5K2026-10-15
Fort Henry Capital, LLC
INCREASED51,17250,005+1,167+2%$4.9M$5.0M+$97.1K2026-10-22
Farther Finance Advisors, LLC
INCREASED50,18148,481+1,700+4%$4.7M$4.9M+$149.3K2026-10-08
SteelPeak Wealth, LLC
DECREASED45,99946,498-499-1%$4.5M$4.5M-$63.9K2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED41,98240,336+1,646+4%$3.9M$4.1M+$146.9K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED38,44224,106+14,336+59%$2.4M$3.7M+$1.4M2026-10-13
Ritholtz Wealth Management
DECREASED37,89141,696-3,805-9%$4.1M$3.7M-$383.9K2026-11-05
RTD Financial Advisors, Inc.
INCREASED34,92727,525+7,402+27%$2.7M$3.4M+$711.0K2026-10-09
Allworth Financial LP
INCREASED33,86629,553+4,313+15%$2.9M$3.3M+$421.0K2026-11-06
Marino, Stram & Associates LLC
DECREASED30,77430,812-380%$3.0M$3.0M-$13.8K2026-10-22
Madrid Financial Services
INCREASED30,46828,378+2,090+7%$2.8M$3.0M+$193.9K2026-11-03
Perigon Wealth Management, LLC
INCREASED30,10829,823+285+1%$2.9M$2.9M+$17.9K2026-10-22
Archford Capital Strategies, LLC
DECREASED27,65829,748-2,090-7%$2.9M$2.7M-$213.1K2026-10-19
Somnio Financial Group, LLC
INCREASED27,47926,642+837+3%$2.6M$2.7M+$72.6K2026-10-26
Brookstone Capital Management
DECREASED24,17324,638-465-2%$2.4M$2.4M-$53.4K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED23,74221,986+1,756+8%$2.1M$2.3M+$163.6K2026-10-13
Wealth Forward, LLC
DECREASED23,35035,042-11,692-33%$3.4M$2.3M-$1.1M2026-10-14
Provenance Wealth Advisors, LLC
NEW22,112—+22,112——$2.2M—2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED21,76722,493-726-3%$2.2M$2.1M-$78.1K2026-10-14
Creative Planning
DECREASED21,39722,947-1,550-7%$2.2M$2.1M-$158.4K2026-11-02
Moss Adams Wealth Advisors LLC
INCREASED21,17120,982+189+1%$2.0M$2.1M+$11.5K2026-10-28
CX Institutional
DECREASED20,38882,700-62,312-75%$8.1K$2.0K-$6.1K2026-10-02
Visionary Wealth Advisors
DECREASED19,82020,851-1,031-5%$2.0M$1.9M-$107.2K2026-11-04
Nova Financial LLC
NEW19,640—+19,640——$1.9M—2026-11-04
CGN Advisors LLC
INCREASED19,50419,466+38+0%$1.9M$1.9M-$2.7K2026-10-21
Worth Financial Advisory Group, LLC
INCREASED18,68618,280+406+2%$1.8M$1.8M+$33.5K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED17,64517,229+416+2%$1.7M$1.7M+$34.8K2026-10-16
Cornerstone Planning Group LLC
INCREASED16,26513,155+3,110+24%$1.3M$1.6M+$322.7K2026-10-16
Greystone Financial Group, LLC
DECREASED15,73015,817-87-1%$1.5M$1.5M-$13.7K2026-10-26
R2 Capital Strategies, LLC
DECREASED15,68415,922-238-1%$1.6M$1.5M-$28.4K2026-10-15
Tempus Wealth Planning, LLC
DECREASED15,59115,912-321-2%$1.6M$1.5M-$36.4K2026-10-14
Buttonwood Financial Group, LLC
DECREASED15,16516,355-1,190-7%$1.6M$1.5M-$104.5K2026-10-16
ARQ Wealth Advisors, LLC
DECREASED15,16221,046-5,884-28%$2.0M$1.5M-$559.3K2026-10-29
Cogent Private Wealth, Inc.
INCREASED14,7377,213+7,524+104%$704.0K$1.4M+$729.5K2026-11-06
Mainsail Asset Management, LLC
DECREASED14,45914,736-277-2%$1.4M$1.4M+$4552026-10-14
Savant Capital, LLC
INCREASED14,21911,140+3,079+28%$1.1M$1.4M+$295.8K2026-11-06
Badgley Phelps Wealth Managers, LLC
UNCHANGED14,00914,00900%$1.4M$1.4M-$4.6K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED14,00614,161-155-1%$1.4M$1.4M-$19.8K2026-10-22
Syverson Strege & Co
DECREASED13,82716,284-2,457-15%$1.6M$1.3M-$244.4K2026-11-02
Aspiriant, LLC
INCREASED13,78713,397+390+3%$1.3M$1.3M+$33.4K2026-10-16
Lodestar Private Asset Management LLC
DECREASED13,64822,031-8,383-38%$2.2M$1.3M-$822.7K2026-10-26
Able Financial Group, LLC
INCREASED13,64311,846+1,797+15%$1.2M$1.3M+$170.9K2026-10-14
Diversify Advisory Services, LLC
INCREASED12,81611,337+1,479+13%$1.1M$1.2M+$160.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED12,81611,337+1,479+13%$1.1M$1.2M+$160.8K2026-10-20
Prentice Wealth Management LLC
INCREASED12,59412,559+35+0%$1.2M$1.2M-$7402026-10-20
MPS Loria Financial Planners, LLC
INCREASED12,44911,084+1,365+12%$1.1M$1.2M+$129.1K2026-10-14
High Net Worth Advisory Group LLC
UNCHANGED12,05012,05000%$1.2M$1.2M-$4.0K2026-10-26
Acropolis Investment Management, LLC
INCREASED11,55711,455+102+1%$1.1M$1.1M+$6.2K2026-10-08
Diversified Trust Co
DECREASED11,21311,428-215-2%$1.1M$1.1M-$24.8K2026-11-06
Stonebridge Financial Group, LLC
INCREASED10,76410,714+50+0%$1.0M$1.0M+$1.4K2026-10-01
Weitzel Financial Services, Inc.
INCREASED10,5869,611+975+10%$928.3K$1.0M+$104.2K2026-10-16
MGO One Seven LLC
INCREASED10,16910,091+78+1%$984.9K$989.1K+$4.2K2026-10-28
Lido Advisors, LLC
INCREASED10,0449,971+73+1%$973.2K$976.9K+$3.7K2026-11-04
GEN Financial Management, Inc.
INCREASED10,0049,070+934+10%$885.2K$973.1K+$87.9K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED9,9829,913+69+1%$967.5K$971.0K+$3.5K2026-11-04
True Private Wealth Advisors
INCREASED9,9308,872+1,058+12%$865.9K$965.9K+$100.0K2026-10-19
Meridian Wealth Management, LLC
INCREASED9,7169,426+290+3%$920.0K$945.1K+$25.0K2026-11-05
Clearview Wealth Management LLC
DECREASED9,6729,916-244-2%$967.8K$947.0K-$20.8K2026-10-16
Modera Wealth Management, LLC
INCREASED9,3028,773+529+6%$856.3K$904.8K+$48.6K2026-10-28
Avior Wealth Management, LLC
INCREASED9,0218,848+173+2%$863.5K$877.5K+$13.9K2026-10-13
Marion Wealth Management
INCREASED8,7538,454+299+4%$825.1K$851.4K+$26.3K2026-10-22
Northwest Wealth Management, LLC
DECREASED8,65812,146-3,488-29%$1.2M$842.2K-$343.2K2026-10-30
Mullooly Asset Management, Inc.
INCREASED8,6498,574+75+1%$836.6K$840.9K+$4.2K2026-10-30
Saxony Capital Management, LLC
DECREASED8,6038,622-190%$841.5K$836.8K-$4.7K2026-10-15
Boston Standard Wealth Management, LLC
INCREASED8,5798,480+99+1%$827.4K$834.5K+$7.1K2026-10-07
Orin Green Financial, LLC
DECREASED8,3548,445-91-1%$824.2K$812.5K-$11.7K2026-10-19
Fidato Wealth LLC
INCREASED8,3538,331+22+0%$813.1K$812.5K-$6522026-10-13
Brighton Jones LLC
DECREASED8,3018,669-368-4%$846.1K$807.4K-$38.7K2026-11-03
Insight Advisors, LLC/ PA
DECREASED8,2948,706-412-5%$849.7K$806.8K-$42.9K2026-10-22
Mountain Capital Investment Advisors Inc.
INCREASED8,1007,693+407+5%$750.9K$787.9K+$37.1K2026-11-06
Clear Creek Financial Management, LLC
DECREASED7,76811,415-3,647-32%$1.1M$755.6K-$358.5K2026-10-28
AdvisorNet Financial, Inc
INCREASED7,6557,531+124+2%$735.0K$743.1K+$8.1K2026-10-15
Topel & Distasi Wealth Management, LLC
INCREASED7,6497,383+266+4%$720.6K$744.0K+$23.4K2026-11-05
SimpliFi, Inc.
INCREASED7,5767,466+110+1%$728.7K$736.9K+$8.2K2026-10-28
Chicago Partners Investment Group LLC
DECREASED7,5397,544-50%$722.5K$726.6K+$4.1K2026-10-27
Montgomery Financial Services LLC
DECREASED7,5357,611-76-1%$742.8K$732.9K-$9.9K2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED7,5076,877+630+9%$671.3K$730.4K+$59.1K2026-10-16
Berman McAleer LLC
UNCHANGED7,3727,37200%$719.5K$717.1K-$2.4K2026-10-16
Krilogy Financial LLC
INCREASED7,3117,300+11+0%$712.5K$715.3K+$2.8K2026-10-13
FWG Investments, Llc.
INCREASED7,1797,131+48+1%$696.0K$698.3K+$2.3K2026-11-03
Twelve Points Wealth Management LLC
INCREASED7,0824,704+2,378+51%$459.1K$681.2K+$222.1K2026-11-03
Vertrix Wealth Management, LLC
INCREASED6,8996,719+180+3%$655.8K$671.1K+$15.3K2026-10-13
Valmark Advisers, Inc.
INCREASED6,6556,605+50+1%$644.6K$647.3K+$2.7K2026-11-06
Cape Investment Advisory, Inc.
INCREASED6,5476,335+212+3%$618.3K$636.8K+$18.5K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED6,4726,47200%$631.7K$629.5K-$2.1K2026-10-29
Merit Financial Group, LLC
DECREASED6,4197,008-589-8%$683.9K$624.4K-$59.5K2026-11-06
Jnba Financial Advisors
DECREASED6,4016,477-76-1%$632.2K$622.6K-$9.5K2026-11-03
Trilogy Capital Inc.
DECREASED6,3626,515-153-2%$635.8K$618.8K-$17.0K2026-10-20
Central Trust Co
DECREASED6,3266,522-196-3%$636.5K$615.3K-$21.2K2026-11-05
Vise Technologies, Inc.
INCREASED6,3135,098+1,215+24%$497.6K$614.1K+$116.5K2026-10-29
West Wealth Group, LLC
DECREASED5,9105,963-53-1%$582.0K$574.9K-$7.1K2026-10-14
Schuylkill Financial LLC
INCREASED5,7545,705+49+1%$556.8K$559.7K+$2.9K2026-10-21
Boyum Wealth Architects LLC
DECREASED5,6886,596-908-14%$636.8K$555.3K-$81.5K2026-10-06
Fifth Third Bancorp
INCREASED5,6475,607+40+1%$547.3K$549.3K+$2.0K2026-11-05
Root Financial Partners, LLC
DECREASED5,5735,588-150%$545.4K$542.1K-$3.3K2026-10-21
Frederick Financial Consultants, LLC
INCREASED5,5164,834+682+14%$471.8K$536.5K+$64.7K2026-10-29
Gallacher Capital Management LLC
DECREASED5,4286,023-595-10%$587.9K$528.0K-$59.9K2026-10-30
Tarbox Family Office, Inc.
INCREASED5,2975,280+17+0%$515.4K$515.2K-$1512026-10-23
Maia Wealth LLC
DECREASED5,1986,328-1,130-18%$617.6K$505.7K-$112.0K2026-10-19
Great Point Wealth Advisors, LLC
DECREASED5,1025,148-46-1%$502.4K$496.3K-$6.2K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED5,0464,616+430+9%$450.5K$490.8K+$40.3K2026-10-29
JFS Wealth Advisors, LLC
INCREASED5,0314,949+82+2%$483.0K$489.3K+$6.3K2026-11-03
Klingman & Associates, LLC
UNCHANGED5,0135,01300%$489.3K$487.6K-$1.7K2026-10-20
First Heartland Consultants, Inc.
INCREASED4,9894,420+569+13%$431.4K$485.3K+$53.9K2026-10-08
TD Waterhouse Canada Inc.
INCREASED4,9793,459+1,520+44%$337.1K$484.6K+$147.5K2026-10-16
HB Wealth Management, LLC
DECREASED4,8515,653-802-14%$551.7K$471.9K-$79.9K2026-10-23
Aquire Wealth Advisors, LLC
DECREASED4,7005,447-747-14%$531.6K$457.2K-$74.5K2026-10-23
Plan Group Financial, LLC
DECREASED4,6575,390-733-14%$526.0K$452.7K-$73.4K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,5614,56100%$445.2K$443.6K-$1.5K2026-10-27
DecisionPoint Financial, LLC
UNCHANGED4,5004,50000%$437.0K$437.4K+$4052026-10-27
Well Done, LLC
INCREASED4,4704,437+33+1%$433.1K$434.8K+$1.7K2026-10-20
Compass Financial Group, Inc. (Ohio)
DECREASED4,4564,652-196-4%$454.0K$433.4K-$20.6K2026-10-19
Insight Wealth Partners, LLC
INCREASED4,4494,320+129+3%$421.6K$432.8K+$11.1K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED4,4194,376+43+1%$427.1K$429.8K+$2.7K2026-11-04
Mission Wealth Management, LP
DECREASED4,2424,612-370-8%$450.2K$412.6K-$37.6K2026-10-15
Smith Partners Wealth Management, LLC
INCREASED4,1333,984+149+4%$388.8K$402.0K+$13.2K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED4,0573,289+768+23%$321.0K$394.6K+$73.6K2026-10-23
SWP Financial LLC
UNCHANGED4,0514,05100%$395.4K$394.0K-$1.3K2026-10-23
Courage Miller Partners, LLC
DECREASED4,0076,371-2,364-37%$621.8K$389.8K-$232.0K2026-10-21
Kesler, Norman & Wride, LLC
DECREASED4,0074,013-60%$391.7K$389.8K-$1.9K2026-11-06
Mayfair Advisory Group, LLC
UNCHANGED3,9953,99500%$382.7K$388.6K+$5.9K2026-10-20
Milestone Asset Management, LLC
INCREASED3,9843,854+130+3%$376.2K$387.6K+$11.4K2026-10-15
New Capital Management LP
INCREASED3,9163,903+13+0%$380.9K$380.9K-$182026-10-29
Nvwm, LLC
DECREASED3,8703,918-48-1%$382.4K$376.4K-$6.0K2026-10-14
Worth Asset Management, LLC
DECREASED3,80023,586-19,786-84%$2.3M$369.6K-$1.9M2026-10-07
Signaturefd, LLC
INCREASED3,7373,207+530+17%$313.0K$363.5K+$50.6K2026-10-23
SAX Wealth Advisors, LLC
DECREASED3,7073,877-170-4%$343.1K$360.6K+$17.5K2026-10-13
Retireful, LLC
NEW3,688—+3,688——$358.7K—2026-10-09
Lifelong Wealth Advisors, Inc.
UNCHANGED3,6503,65000%$356.2K$355.0K-$1.2K2026-10-19
Centerline Wealth Advisors, LLC
DECREASED3,5653,920-355-9%$382.5K$346.8K-$35.7K2026-10-15
Altura Wealth Advisors Inc.
INCREASED3,5643,432+132+4%$334.9K$346.6K+$11.7K2026-10-22
J. Derek Lewis & Associates Inc.
NEW3,533—+3,533——$343.7K—2026-11-03
SBK Financial, Inc.
INCREASED3,4813,457+24+1%$337.4K$338.6K+$1.2K2026-11-02
Cardinal Point Capital Management ULC
DECREASED3,4573,487-30-1%$340.3K$336.3K-$4.1K2026-10-21
tru Independence LLC
INCREASED3,4542,909+545+19%$283.9K$335.9K+$52.1K2026-10-20
Choice Wealth Advisors LLC
UNCHANGED3,3173,31700%$323.7K$322.6K-$1.1K2026-10-16
Arbor Investment Advisors, LLC
DECREASED3,3165,108-1,792-35%$498.5K$322.6K-$176.0K2026-10-26
Aprio Wealth Management, LLC
INCREASED3,3003,279+21+1%$320.0K$321.0K+$1.0K2026-10-28
Forte Asset Management LLC
INCREASED3,1713,033+138+5%$296.0K$308.4K+$12.4K2026-10-13
Vested Financial Planning, LLC
INCREASED3,1163,102+14+0%$302.7K$303.1K+$3382026-10-28
Bay Harbor Wealth Management, LLC
INCREASED2,9682,938+30+1%$286.7K$288.7K+$1.9K2026-11-03
Parallel Advisors, LLC
DECREASED2,9573,140-183-6%$306.6K$287.6K-$18.9K2026-11-03
Fiduciary Financial Group, LLC
DECREASED2,9213,105-184-6%$303.0K$284.1K-$18.9K2026-10-13
Riverbend Wealth Management, LLC
INCREASED2,9122,812+100+4%$274.4K$283.3K+$8.8K2026-10-15
CoreCap Advisors, LLC
DECREASED2,8983,135-237-8%$306.0K$281.9K-$24.1K2026-10-08
Peak Wealth Management LLC
INCREASED2,8932,891+2+0%$282.2K$281.2K-$1.0K2026-10-26
Valpey Financial Services, LLC
DECREASED2,8763,220-344-11%$314.3K$279.8K-$34.5K2026-10-30
Partners in Financial Planning
DECREASED2,8672,934-67-2%$286.4K$278.9K-$7.5K2026-11-06
Focus Financial Network, Inc.
DECREASED2,8472,916-69-2%$284.6K$276.9K-$7.6K2026-10-14
Golden State Wealth Management, LLC
INCREASED2,8321,679+1,153+69%$163.9K$275.5K+$111.7K2026-11-02
Salus Financial Advisors, LLC
INCREASED2,8322,730+102+4%$266.4K$275.5K+$9.0K2026-10-20
Bond & Devick Financial Network, Inc.
INCREASED2,7952,543+252+10%$248.2K$271.9K+$23.7K2026-10-23
PNC Financial Services Group, Inc.
INCREASED2,7692,764+5+0%$269.8K$269.4K-$4032026-11-06
Chemistry Wealth Management LLC
INCREASED2,7272,579+148+6%$251.7K$265.3K+$13.5K2026-10-16
Client 1ST Advisory Group, LLC
INCREASED2,7162,676+40+1%$261.2K$264.2K+$3.0K2026-10-19
Altrius Capital Management Inc
DECREASED2,6492,707-58-2%$264.3K$257.7K-$6.6K2026-11-05
Family Wealth Partners, LLC
INCREASED2,6252,616+9+0%$255.3K$255.4K+$122026-10-20
Arkansas Financial Group, Inc.
DECREASED2,6132,930-317-11%$286.0K$254.2K-$31.8K2026-10-26
Truist Financial Corp
INCREASED2,6012,240+361+16%$218.6K$253.0K+$34.4K2026-10-30
Landmark Wealth Management, LLC
DECREASED2,5392,609-70-3%$254.6K$247.0K-$7.6K2026-11-03
Atlas Private Wealth Advisors
INCREASED2,4802,168+312+14%$211.6K$241.3K+$29.6K2026-10-23
Basso Capital Management, L.P.
DECREASED2,4452,878-433-15%$280.9K$237.8K-$43.1K2026-10-30
Corepath Wealth Partners LLC
INCREASED2,4112,300+111+5%$222.0K$235.9K+$13.9K2026-10-21
Lanark Financial, Inc.
INCREASED2,3932,307+86+4%$225.2K$232.8K+$7.5K2026-10-26
BIP Wealth, LLC
DECREASED2,3922,762-370-13%$269.5K$232.7K-$36.9K2026-10-22
Andrews Advisory Associates, LLC
DECREASED2,3833,820-1,437-38%$372.8K$231.7K-$141.1K2026-10-15
Closed-End Fund Advisors, Inc.
NEW2,338—+2,338——$227.5K—2026-11-04
PFG Advisors
INCREASED2,3222,312+10+0%$225.7K$225.9K+$2102026-10-16
Lazari Capital Management, Inc.
INCREASED2,3072,300+7+0%$224.5K$224.4K-$972026-10-20
Highland Financial Advisors, LLC
INCREASED2,3032,298+5+0%$224.3K$224.0K-$2872026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED2,2782,310-32-1%$225.5K$221.6K-$3.9K2026-11-03
TL Private Wealth
INCREASED2,2652,231+34+2%$216.0K$221.6K+$5.5K2026-10-13
Calder Financial LLC
INCREASED2,2452,230+15+1%$217.6K$218.4K+$7872026-10-13
J.W. Cole Advisors, Inc.
INCREASED2,2022,187+15+1%$213.4K$214.2K+$7682026-11-05
Lebenthal Global Advisors, LLC
INCREASED2,1832,173+10+0%$212.1K$212.3K+$2432026-10-28
Signature Estate & Investment Advisors LLC
INCREASED2,1562,132+24+1%$208.0K$209.7K+$1.7K2026-10-13
Swmg, LLC
DECREASED2,1382,897-759-26%$281.3K$206.8K-$74.5K2026-10-23
Parkway Wealth Management Group, LLC
DECREASED2,1242,414-290-12%$235.6K$206.6K-$29.0K2026-10-20
Optivise Advisory Services LLC
DECREASED2,0922,375-283-12%$231.8K$203.5K-$28.3K2026-10-19
Echo45 Advisors LLC
NEW2,080—+2,080——$202.4K—2026-10-07
Cooper Financial Group
NEW2,063—+2,063——$200.6K—2026-10-07
Mascoma Wealth Management LLC
DECREASED1,9202,017-97-5%$196.9K$186.8K-$10.1K2026-10-23
Lloyd Advisory Services, Llc.
INCREASED1,8561,785+71+4%$174.2K$180.5K+$6.3K2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED1,6441,715-71-4%$167.3K$159.9K-$7.5K2026-10-16
IFP Advisors, Inc
DECREASED1,6032,421-818-34%$236.3K$155.9K-$80.4K2026-10-16
AlphaCore Capital LLC
INCREASED1,5521,530+22+1%$149.4K$150.9K+$1.6K2026-11-04
Nfsg Corp
NEW1,200—+1,200——$116.7K—2026-10-15
US Bancorp \de\
INCREASED1,185788+397+50%$76.9K$115.3K+$38.4K2026-11-05
Elevation Wealth Partners, LLC
INCREASED1,1821,174+8+1%$114.6K$115.0K+$4152026-10-07
Harbor Investment Advisory, LLC
DECREASED1,0521,506-454-30%$147.0K$102.3K-$44.7K2026-10-13
Montag A & Associates Inc
UNCHANGED1,0361,03600%$101.1K$100.8K-$3422026-10-29
Mather Group, Llc.
UNCHANGED1,0001,00000%$97.6K$97.3K-$3302026-10-14
American Capital Advisory, LLC
UNCHANGED88088000%$85.9K$85.6K-$2902026-10-28
Frisco Financial Planning LLC
INCREASED814672+142+21%$65.6K$79.2K+$13.7K2026-10-05
CKW Financial Group
INCREASED779774+5+1%$75.0K$76-$74.9K2026-10-29
Align Financial, LLC
UNCHANGED77977900%$76.0K$75.8K-$2572026-10-16
Washington Trust Advisors, Inc.
UNCHANGED68568500%$66.9K$66.6K-$2262026-10-22
Larson Financial Group LLC
INCREASED617613+4+1%$59.8K$60.0K+$1862026-11-05
Blueline Advisors LLC
UNCHANGED55455400%$54.1K$53.9K-$1832026-10-15
Activest Wealth Management
UNCHANGED49949900%$48.7K$48.5K-$1642026-10-15
Gamma Investing LLC
UNCHANGED49549500%$48.3K$48.1K-$1632026-10-08
Clearstead Trust, LLC
INCREASED484444+40+9%$43.3K$47.1K+$3.7K2026-11-06
MV Capital Management, Inc.
UNCHANGED45445400%$44.3K$44.2K-$1502026-10-29
Eastern Bank
UNCHANGED44044000%$42.9K$42.8K-$1452026-10-05
Rossby Financial, LCC
INCREASED43613+423+3254%$1.3K$42.4K+$41.1K2026-11-05
Noble Wealth Management PBC
UNCHANGED40940900%$39.9K$39.8K-$1352026-10-01
Proathlete Wealth Management LLC
INCREASED389387+2+1%$37.8K$37.9K+$1372026-10-15
Mosley Wealth Management
INCREASED354350+4+1%$34.2K$34.5K+$2652026-10-16
Retirement Wealth Solutions LLC
INCREASED307304+3+1%$29.7K$29.8K+$1112026-10-07
Strategic Advocates LLC
DECREASED297306-9-3%$29.9K$28.9K-$9772026-11-03
North Star Investment Management Corp.
INCREASED296294+2+1%$28.7K$28.8K+$1022026-10-27
Elevated Capital Advisors, LLC
INCREASED265219+46+21%$21.4K$25.7K+$4.4K2026-11-04
Abound Wealth Management
UNCHANGED26326300%$25.7K$25.6K-$872026-10-26
Compass Financial Management LLC
UNCHANGED24824800%$24.2K$24.1K-$822026-10-30
Morton Brown Family Wealth, LLC
INCREASED195194+1+1%$18.9K$19.0K+$342026-10-23
Caldwell Trust Co
UNCHANGED17517500%$17.1K$17.0K-$582026-10-30
Addison Advisors LLC
INCREASED152148+4+3%$14.4K$14.8K+$3412026-11-06
CGC Financial Services, LLC
UNCHANGED13113100%$12.8K$12.7K-$442026-10-13
Sfam, LLC
INCREASED124123+1+1%$12.0K$12.0K+$432026-11-03
Fortitude Family Office, LLC
UNCHANGED11911900%$11.6K$11.6K-$392026-10-14
Nemes Rush Group LLC
INCREASED109108+1+1%$10.6K$10.6K+$382026-11-04
Essential Partners LLC
INCREASED8988+1+1%$8.6K$8.6K+$312026-10-14
Spire Wealth Management
UNCHANGED888800%$8.6K$8.6K-$292026-10-30
Networth Advisors, LLC
INCREASED7763+14+22%$6.1K$7.5K+$1.4K2026-11-03
Private Trust Co NA
INCREASED7675+1+1%$7.3K$7.3K+$262026-10-20
Princeton Global Asset Management LLC
UNCHANGED636300%$6.1K$6.1K-$212026-10-21
Rosenberg Matthew Hamilton
NEW57—+57——$5.6K—2026-10-05
DT Investment Partners, LLC
INCREASED4645+1+2%$4.4K$4.5K+$832026-10-27
Evolution Wealth Management Inc.
UNCHANGED434300%$4.2K$4.2K-$142026-10-28
Plante Moran Financial Advisors, LLC
NEW18—+18——$1.8K—2026-11-04
Evermay Wealth Management LLC
UNCHANGED141400%$1.4K$1.4K-$52026-11-05
Horizon Financial Services, LLC
UNCHANGED131300%$1.3K$1.3K-$42026-11-04
Triumph Capital Management
UNCHANGED111100%$1.1K$1.1K-$42026-10-14
West Paces Advisors Inc.
INCREASED42+2+100%$195$389+$1942026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED1100%$109$109$02026-10-30
World Equity Group, Inc.
CLOSED010,989-10,989-100%$1.1M$0-$1.1M2026-10-14
Stash Investments, LLC
CLOSED09,635-9,635-100%$940.4K$0-$940.4K2026-10-26
Sightline Wealth Advisors, LLC
CLOSED02,998-2,998-100%$292.6K$0-$292.6K2026-10-21
TBH Global Asset Management, LLC
CLOSED02,701-2,701-100%$263.6K$0-$263.6K2026-11-03
Cora Capital Advisors LLC
CLOSED02,625-2,625-100%$256.2K$0-$256.2K2026-11-02
Compound Planning, Inc.
CLOSED02,366-2,366-100%$230.9K$0-$230.9K2026-11-05
Naples Global Advisors, LLC
CLOSED02,326-2,326-100%$227.0K$0-$227.0K2026-11-05
Central Valley Advisors, LLC
CLOSED02,151-2,151-100%$209.9K$0-$209.9K2026-10-27
Procyon Advisors, LLC
CLOSED02,064-2,064-100%$201.4K$0-$201.4K2026-10-21
Madrona Financial Services, LLC
CLOSED02,060-2,060-100%$201.1K$0-$201.1K2026-10-23
Elevate Wealth Advisory, Inc
CLOSED01,675-1,675-100%$163.5K$0-$163.5K2026-10-29
Citigroup Inc
CLOSED0600-600-100%$58.6K$0-$58.6K2026-11-04
Pacifica Partners Inc.
CLOSED0520-520-100%$50.5K$0-$50.5K2026-10-09
MCF Advisors LLC
CLOSED0303-303-100%$29.6K$0-$29.6K2026-10-28
International Assets Investment Management, LLC
CLOSED0296-296-100%$28.8K$0-$28.8K2026-11-02
Simplex Trading, LLC
CLOSED0238-238-100%$23.2K$0-$23.2K2026-11-04
Valley National Advisers Inc
CLOSED0128-128-100%$12.5K$0-$12.5K2026-10-23
Robinswood Financial LLC
CLOSED0117-117-100%$11.4K$0-$11.4K2026-10-20
Key FInancial Inc
CLOSED037-37-100%$3.6K$0-$3.6K2026-11-02
Tsfg, LLC
CLOSED03-3-100%$0$0$02026-10-23
Aventus Investment Advisors, Inc.
CLOSED01-1-100%$98$0-$982026-10-09
NorthStar Asset Management LLC
N/A—2,194,162-2,194,162-100%$2.2M———
Rockefeller Capital Management L.P.
N/A—611,739-611,739-100%$59.7M———
Ellenbecker Investment Group
N/A—223,468-223,468-100%$21.8M———
Foundations Investment Advisors, LLC
N/A—202,154-202,154-100%$19.7M———
Wells Fargo & Company
N/A—184,629-184,629-100%$18.0M———
Morgan Stanley
N/A—148,997-148,997-100%$14.5M———
Waverly Advisors, LLC
N/A—145,444-145,444-100%$14.2M———
Lbmc Investment Advisors, LLC
N/A—125,330-125,330-100%$12.2M———
Hopwood Nicholas Hunter
N/A—103,374-103,374-100%$10.1M———
Bank of America Corp
N/A—102,669-102,669-100%$10.0M———
Western Wealth Management, LLC
N/A—90,624-90,624-100%$8.8M———
Prosperity Consulting Group, LLC
N/A—85,630-85,630-100%$8.4M———
Osaic Holdings, Inc.
N/A—74,652-74,652-100%$7.3M———
Legacy Financial Group LLC
N/A—72,975-72,975-100%$7.1M———
Harbour Investments, Inc.
N/A—70,456-70,456-100%$6.9M———
Royal Bank of Canada
N/A—70,134-70,134-100%$6.8M———
JPMorgan Chase & Co
N/A—67,537-67,537-100%$6.6M———
Raymond James Financial Inc
N/A—63,301-63,301-100%$6.2M———
Cetera Investment Advisers
N/A—62,920-62,920-100%$6.1M———
Wealth Alliance, LLC
N/A—59,396-59,396-100%$5.8M———
GeoWealth Management, LLC
N/A—51,728-51,728-100%$5.0M———
Hanover Advisors Inc
N/A—49,732-49,732-100%$4.9M———
UBS Group AG
N/A—47,074-47,074-100%$4.6M———
Mutual Advisors, LLC
N/A—40,943-40,943-100%$4.0M———
Citadel Advisors LLC
N/A—40,400-40,400-100%$3.9M———
Westmount Partners, LLC
N/A—38,147-38,147-100%$3.7M———
NewEdge Advisors, LLC
N/A—36,886-36,886-100%$3.6M———
Cerity Partners LLC
N/A—34,254-34,254-100%$3.3M———
ODonnell Financial Services, LLC
N/A—32,227-32,227-100%$3.1M———
EP Wealth Advisors, LLC
N/A—31,800-31,800-100%$3.1M———
Susquehanna International Group, LLP
N/A—28,688-28,688-100%$2.8M———
Ameriprise Financial Inc
N/A—27,647-27,647-100%$2.7M———
RWA Wealth Partners, LLC
N/A—26,871-26,871-100%$2.6M———
Stifel Financial Corp
N/A—26,180-26,180-100%$2.6M———
Captrust Financial Advisors
N/A—25,197-25,197-100%$2.5M———
HighTower Advisors, LLC
N/A—24,427-24,427-100%$2.4M———
Equitable Holdings, Inc.
N/A—21,576-21,576-100%$2.1M———
Tobias Financial Advisors, Inc.
N/A—21,399-21,399-100%$2.1M———
Mariner, LLC
N/A—20,845-20,845-100%$2.0M———
Venturi Wealth Management, LLC
N/A—20,479-20,479-100%$2.0M———
OneDigital Investment Advisors LLC
N/A—20,435-20,435-100%$2.0M———
Peregrine Asset Advisers, Inc.
N/A—19,223-19,223-100%$1.9M———
Canal Capital Management, LLC
N/A—19,209-19,209-100%$1.9M———
Advisory Services Network, LLC
N/A—19,065-19,065-100%$1.9M———
GTS Securities LLC
N/A—18,226-18,226-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—18,012-18,012-100%$1.8M———
Summit Wealth Partners, LLC
N/A—17,925-17,925-100%$1.7M———
Cerity Partners Retirement Plan Advisors LLC
N/A—17,546-17,546-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—17,232-17,232-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—16,444-16,444-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—16,360-16,360-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—16,221-16,221-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—16,156-16,156-100%$1.6M———
Rothschild Wealth LLC
N/A—15,822-15,822-100%$1.5M———
HFM Investment Advisors, LLC
N/A—15,128-15,128-100%$1.5M———
MOR Wealth Management, LLC
N/A—15,046-15,046-100%$1.5M———
Mason Investment Advisory Services, Inc.
N/A—14,855-14,855-100%$1.4M———
Private Advisor Group, LLC
N/A—14,339-14,339-100%$1.4M———
Sanctuary Advisors, LLC
N/A—14,270-14,270-100%$1.4M———
Wealthedge Investment Advisors, LLC
N/A—13,708-13,708-100%$1.3M———
Nicolet Bankshares Inc
N/A—12,965-12,965-100%$1.3M———
Jones Financial Companies Lllp
N/A—12,604-12,604-100%$1.2M———
BlueStem Wealth Partners, LLC
N/A—12,377-12,377-100%$1.2M———
Focus Partners Wealth
N/A—12,301-12,301-100%$1.2M———
Hobbs Group Advisors, LLC
N/A—12,267-12,267-100%$1.2M———
Integrity Wealth Solutions LLC
N/A—11,161-11,161-100%$1.1M———
Bcwm, LLC
N/A—10,898-10,898-100%$1.1M———
FMR LLC
N/A—10,888-10,888-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—10,754-10,754-100%$1.0M———
Magnolia Capital Advisors LLC
N/A—9,833-9,833-100%$959.7K———
Mercer Global Advisors Inc
N/A—9,572-9,572-100%$934.2K———
Envestnet Asset Management Inc
N/A—9,168-9,168-100%$894.8K———
Kickstand Ventures, Llc.
N/A—8,760-8,760-100%$855.0K———
HRT Financial LP
N/A—8,717-8,717-100%$850.0K———
HighPoint Advisor Group LLC
N/A—8,419-8,419-100%$821.7K———
Oxford Financial Group, Ltd. LLC
N/A—8,168-8,168-100%$797.2K———
Palisade Capital Management, LP
N/A—8,069-8,069-100%$787.6K———
Wealthquest Corp
N/A—7,975-7,975-100%$778.4K———
Arax Advisory Partners
N/A—7,903-7,903-100%$771.3K———
AE Wealth Management LLC
N/A—7,756-7,756-100%$757.0K———
IMA Advisory Services, Inc.
N/A—7,356-7,356-100%$718.0K———
IFG Advisory, LLC
N/A—7,143-7,143-100%$697.2K———
Kingsview Wealth Management, LLC
N/A—6,945-6,945-100%$677.8K———
Moneta Group Investment Advisors LLC
N/A—6,941-6,941-100%$677.5K———
Mrwm Advisors, LLC
N/A—6,878-6,878-100%$671.3K———
Bessemer Group Inc
N/A—6,759-6,759-100%$660.0K———
MML Investors Services, LLC
N/A—6,603-6,603-100%$644.5K———
Regal Investment Advisors LLC
N/A—6,538-6,538-100%$638.1K———
Eight 31 Financial, LLC
N/A—6,479-6,479-100%$632.4K———
Janney Montgomery Scott LLC
N/A—6,186-6,186-100%$604.0K———
Global Retirement Partners, LLC
N/A—6,130-6,130-100%$598.3K———
Trivium Point Advisory, LLC
N/A—5,761-5,761-100%$562.3K———
Northwestern Mutual Wealth Management Co
N/A—5,663-5,663-100%$552.7K———
AQR Capital Management LLC
N/A—5,648-5,648-100%$551.2K———
Integrity Financial Corp
N/A—5,601-5,601-100%$546.7K———
Thoroughbred Financial Services, LLC
N/A—5,301-5,301-100%$517.0K———
Arcus Capital Partners, LLC
N/A—5,167-5,167-100%$504.3K———
Great Valley Advisor Group, Inc.
N/A—5,014-5,014-100%$489.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,930-4,930-100%$481.2K———
FCA Corp
N/A—4,845-4,845-100%$472.9K———
Bcgm Wealth Management, LLC
N/A—4,840-4,840-100%$472.4K———
New Republic Capital, LLC
N/A—4,321-4,321-100%$421.7K———
Blair William & Co
N/A—3,939-3,939-100%$384.5K———
Bellwether Advisors, LLC
N/A—3,933-3,933-100%$383.9K———
Secured Retirement Advisors, LLC
N/A—3,870-3,870-100%$377.8K———
Coldstream Capital Management Inc
N/A—3,870-3,870-100%$377.8K———
Cahill Financial Advisors Inc
N/A—3,841-3,841-100%$374.9K———
Gould Capital, LLC
N/A—3,764-3,764-100%$367.4K———
McNamara Financial Services, Inc.
N/A—3,734-3,734-100%$364.4K———
Federation des caisses Desjardins du Quebec
N/A—3,720-3,720-100%$363.1K———
Composition Wealth, LLC
N/A—3,699-3,699-100%$361.0K———
Summit Trail Advisors, LLC
N/A—3,674-3,674-100%$358.6K———
National Bank of Canada
N/A—3,592-3,592-100%$351.2K———
Centaurus Financial, Inc.
N/A—3,525-3,525-100%$344.0K———
Purpose Unlimited Inc.
N/A—3,407-3,407-100%$332.6K———
Ausdal Financial Partners, Inc.
N/A—3,254-3,254-100%$317.6K———
Westshore Wealth, LLC
N/A—3,240-3,240-100%$316.2K———
Columbia River Financial Group, LLC
N/A—3,182-3,182-100%$310.0K———
Ameriflex Group, Inc.
N/A—3,109-3,109-100%$303.4K———
Premier Private Wealth Management LLC
N/A—3,042-3,042-100%$296.9K———
Meridian Wealth Advisors, LLC
N/A—2,966-2,966-100%$289.5K———
Financial Strategies Group, Inc.
N/A—2,784-2,784-100%$269.3K———
Beacon Pointe Advisors, LLC
N/A—2,561-2,561-100%$249.9K———
Perissos Private Wealth Management, LLC
N/A—2,458-2,458-100%$239.9K———
AssuredPartners Investment Advisors, LLC
N/A—2,422-2,422-100%$236.4K———
Markin Asset Management, LP
N/A—2,362-2,362-100%$230.5K———
Phil A. Younker & Associates, Ltd.
N/A—2,282-2,282-100%$222.7K———
Cadence Wealth Management LLC
N/A—2,252-2,252-100%$219.8K———
Brio Consultants, LLC
N/A—2,153-2,153-100%$210.1K———
Forefront Wealth Partners, LLC
N/A—2,152-2,152-100%$210.0K———
Atlas Legacy Advisors, LLC
N/A—2,144-2,144-100%$209.3K———
Snowden Capital Advisors LLC
N/A—2,074-2,074-100%$202.4K———
Silver OAK Securities, Incorporated
N/A—1,761-1,761-100%$171.9K———
Aptus Capital Advisors, LLC
N/A—1,546-1,546-100%$150.9K———
Longview Financial Advisors LLC
N/A—1,492-1,492-100%$145.6K———
Atomic Invest LLC
N/A—1,366-1,366-100%$133.0K———
Bank of Montreal
N/A—1,181-1,181-100%$115.2K———
Regatta Research & Money Management
N/A—1,158-1,158-100%$113.0K———
O'shaughnessy Asset Management, LLC
N/A—1,006-1,006-100%$98.2K———
Synergy Investment Management, LLC
N/A—1,000-1,000-100%$97.6K———
Manning & Napier Advisors LLC
N/A—732-732-100%$71.3K———
1 North Wealth Services LLC
N/A—684-684-100%$66.8K———
Fiduciary Financial Advisors
N/A—596-596-100%$58.2K———
Continuum Advisory, LLC
N/A—450-450-100%$43.9K———
Capital Advisor Network LLC
N/A—331-331-100%$32.3K———
Geneos Wealth Management Inc.
N/A—285-285-100%$27.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—245-245-100%$23.9K———
BFC Planning, Inc.
N/A—245-245-100%$23.9K———
Capital Analysts, LLC
N/A—225-225-100%$22.0K———
Qube Research & Technologies Ltd
N/A—206-206-100%$20.1K———
Founders Financial Alliance, LLC
N/A—152-152-100%$14.8K———
N.E.W. Advisory Services LLC
N/A—114-114-100%$11.1K———
Front Row Advisors LLC
N/A—105-105-100%$10.4K———
Keating Financial Advisory Services, Inc.
N/A—89-89-100%$8.7K———
Ankerstar Wealth, LLC
N/A—80-80-100%$7.8K———
Hantz Financial Services, Inc.
N/A—65-65-100%$6———
Vanguard Advisers Inc
N/A—54-54-100%$5.3K———
Godfrey Financial Associates, Inc.
N/A—48-48-100%$4.7K———
Darwin Wealth Management, LLC
N/A—35-35-100%$3.4K———
Ancora Advisors LLCA
N/A—32-32-100%$3.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—31-31-100%$3.0K———
Aventura Private Wealth, LLC
N/A—25-25-100%$2.4K———
Delos Wealth Advisors, LLC
N/A—12-12-100%$1.2K———
Paladin Advisory Group, LLC
N/A—9-9-100%$878———
Showing 435 of 435 institutions