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Ishares Core 60/40 Balanced (AOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mesirow Financial Investment Management, Inc.
DECREASED
Shares557,503 from 565,749
Change-8,246 (-1%)
Value$38.2M (-$1.1M)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares521,896 from 515,345
Change+6,551 (+1%)
Value$35.8M (-$56.3K)
Filed 2026-10-16
JIM Saulnier & Associates, LLC
INCREASED
Shares494,855 from 453,418
Change+41,437 (+9%)
Value$33.9M (+$2.4M)
Filed 2026-11-04
Consilium Wealth Advisory, LLC
DECREASED
Shares433,300 from 458,638
Change-25,338 (-6%)
Value$29.7M (-$2.2M)
Filed 2026-10-14
WestEnd Advisors, LLC
INCREASED
Shares338,873 from 13,551
Change+325,322 (+2401%)
Value$23.2M (+$22.3M)
Filed 2026-10-27
Lebenthal Global Advisors, LLC
INCREASED
Shares324,798 from 324,439
Change+359 (+0%)
Value$22.3M (-$293.4K)
Filed 2026-10-28
Madrid Financial Services
INCREASED
Shares314,156 from 305,776
Change+8,380 (+3%)
Value$21.5M (+$274.4K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares287,912 from 289,947
Change-2,035 (-1%)
Value$19.7M (-$423.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares232,583 from 227,988
Change+4,595 (+2%)
Value$15.9K (-$15.8M)
Filed 2026-11-02
Worth Asset Management, LLC
DECREASED
Shares188,089 from 742,669
Change-554,580 (-75%)
Value$12.9M (-$38.7M)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
INCREASED
Shares148,363 from 143,921
Change+4,442 (+3%)
Value$10.2M (+$163.3K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares143,003 from 145,147
Change-2,144 (-1%)
Value$9.8M (-$289.1K)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares139,822 from 122,610
Change+17,212 (+14%)
Value$9.6M (+$1.1M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares116,305 from 115,031
Change+1,274 (+1%)
Value$8.0M (-$25.5K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
DECREASED
Shares115,112 from 138,313
Change-23,201 (-17%)
Value$7.9M (-$1.7M)
Filed 2026-10-26
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares98,104 from 96,670
Change+1,434 (+1%)
Value$6.7M (+$3.5K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
DECREASED
Shares95,689 from 98,018
Change-2,329 (-2%)
Value$6.6M (-$255.7K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares95,062 from 88,383
Change+6,679 (+8%)
Value$6.5M (+$371.0K)
Filed 2026-11-02
Weaver Consulting Group
DECREASED
Shares83,195 from 85,989
Change-2,794 (-3%)
Value$5.7M (-$275.7K)
Filed 2026-10-07
Unique Wealth, LLC
DECREASED
Shares82,107 from 82,611
Change-504 (-1%)
Value$5.6M (-$115.5K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
INCREASED
Shares79,357 from 76,543
Change+2,814 (+4%)
Value$5.4M (+$117.7K)
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares74,830 from 76,120
Change-1,290 (-2%)
Value$5.1M (-$163.0K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares74,062 from 63,832
Change+10,230 (+16%)
Value$5.1M (+$638.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares72,228 from 72,388
Change-160 (0%)
Value$5.0M (-$50.8K)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares71,786 from 73,066
Change-1,280 (-2%)
Value$4.9M (-$159.3K)
Filed 2026-10-22
Wealth Forward, LLC
DECREASED
Shares65,364 from 86,813
Change-21,449 (-25%)
Value$4.5M (-$1.6M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares61,994 from 61,200
Change+794 (+1%)
Value$4.2M (-$5.5K)
Filed 2026-10-30
ARQ Wealth Advisors, LLC
DECREASED
Shares61,865 from 62,159
Change-294 (0%)
Value$4.2M (-$25.1K)
Filed 2026-10-29
Viewpoint Investment Partners Corp
UNCHANGED
Shares57,550 from 57,550
Change0 (0%)
Value$5.6M (-$73.1K)
Filed 2026-10-26
Fort Henry Capital, LLC
DECREASED
Shares56,084 from 60,855
Change-4,771 (-8%)
Value$3.8M (-$386.5K)
Filed 2026-10-22
Basso Capital Management, L.P.
INCREASED
Shares55,175 from 53,294
Change+1,881 (+4%)
Value$3.8M (+$76.7K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares50,136 from 52,604
Change-2,468 (-5%)
Value$3.4M (-$220.7K)
Filed 2026-11-05
Intrua Financial, LLC
INCREASED
Shares49,279 from 49,039
Change+240 (+0%)
Value$3.4M (-$31.6K)
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares47,714 from 15,647
Change+32,067 (+205%)
Value$3.3M (+$2.2M)
Filed 2026-10-13
Marino, Stram & Associates LLC
DECREASED
Shares47,522 from 47,924
Change-402 (-1%)
Value$3.3M (-$74.5K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares45,454 from 40,074
Change+5,380 (+13%)
Value$3.1M (+$329.3K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares43,512 from 40,555
Change+2,957 (+7%)
Value$3.0M (+$162.8K)
Filed 2026-10-16
Global Assets Advisory, LLC
INCREASED
Shares40,997 from 35,907
Change+5,090 (+14%)
Value$2.8M (+$328.3K)
Filed 2026-10-28
Westside Investment Management, Inc.
INCREASED
Shares39,950 from 30,810
Change+9,140 (+30%)
Value$2.7M (+$596.1K)
Filed 2026-11-02
Weitzel Financial Services, Inc.
INCREASED
Shares39,657 from 35,230
Change+4,427 (+13%)
Value$2.7M (+$298.3K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares38,984 from 35,077
Change+3,907 (+11%)
Value$2.7M (+$233.4K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares36,777 from 37,998
Change-1,221 (-3%)
Value$2.5M (-$120.9K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares35,003 from 37,900
Change-2,897 (-8%)
Value$2.4M (-$235.7K)
Filed 2026-10-08
Selby Wealth Management, LLC
INCREASED
Shares33,465 from 33,146
Change+319 (+1%)
Value$2.3M (-$10.6K)
Filed 2026-10-16
Prentice Wealth Management LLC
INCREASED
Shares31,523 from 28,524
Change+2,999 (+11%)
Value$2.2M (+$177.5K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares30,532 from 33,504
Change-2,972 (-9%)
Value$2.1M (-$236.5K)
Filed 2026-11-04
Harbor Group, Inc.
DECREASED
Shares29,511 from 30,830
Change-1,319 (-4%)
Value$2.0M (-$120.6K)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares29,237 from 51,736
Change-22,499 (-43%)
Value$2.0M (-$1.6M)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares27,753 from 25,987
Change+1,766 (+7%)
Value$1.9M (+$95.5K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares25,460 from 25,712
Change-252 (-1%)
Value$1.7M (-$42.5K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
DECREASED
Shares24,447 from 26,320
Change-1,873 (-7%)
Value$1.7M (-$154.1K)
Filed 2026-10-09
Lido Advisors, LLC
DECREASED
Shares24,028 from 29,101
Change-5,073 (-17%)
Value$1.6M (-$376.1K)
Filed 2026-11-04
MPS Loria Financial Planners, LLC
INCREASED
Shares21,191 from 21,069
Change+122 (+1%)
Value$1.5M (-$12.3K)
Filed 2026-10-14
Creekside Partners
INCREASED
Shares20,944 from 14,501
Change+6,443 (+44%)
Value$1.4M (+$427.3K)
Filed 2026-11-04
SimpliFi, Inc.
INCREASED
Shares20,826 from 20,690
Change+136 (+1%)
Value$1.4M (-$10.9K)
Filed 2026-10-28
Sage Financial Group Inc
UNCHANGED
Shares20,677 from 20,677
Change0 (0%)
Value$1.4M (-$20.3K)
Filed 2026-10-27
Worth Financial Advisory Group, LLC
INCREASED
Shares19,698 from 18,656
Change+1,042 (+6%)
Value$1.3M (+$53.1K)
Filed 2026-10-19
Milestone Asset Management, LLC
INCREASED
Shares19,144 from 18,722
Change+422 (+2%)
Value$1.3M (+$10.6K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
DECREASED
Shares18,629 from 18,853
Change-224 (-1%)
Value$1.3M (-$33.8K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares18,612 from 15,504
Change+3,108 (+20%)
Value$1.3M (+$197.8K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares18,544 from 3,201
Change+15,343 (+479%)
Value$1.3M (+$1.0M)
Filed 2026-11-05
High Net Worth Advisory Group LLC
INCREASED
Shares18,190 from 17,900
Change+290 (+2%)
Value$1.2M (+$2.3K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares17,718 from 29,178
Change-11,460 (-39%)
Value$1.2M (-$813.8K)
Filed 2026-10-13
R2 Capital Strategies, LLC
DECREASED
Shares17,664 from 18,568
Change-904 (-5%)
Value$1.2M (-$80.1K)
Filed 2026-10-15
Boyum Wealth Architects LLC
DECREASED
Shares17,366 from 20,172
Change-2,806 (-14%)
Value$1.2M (-$191.2K)
Filed 2026-10-06
Central Trust Co
DECREASED
Shares17,158 from 17,769
Change-611 (-3%)
Value$1.2M (-$59.3K)
Filed 2026-11-05
WBH Advisory Inc
UNCHANGED
Shares17,034 from 17,034
Change0 (0%)
Value$1.2M (-$16.7K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares16,977 from 16,977
Change0 (0%)
Value$1.2M (-$16.6K)
Filed 2026-10-23
McHugh Group, LLC
INCREASED
Shares16,400 from 15,000
Change+1,400 (+9%)
Value$1.1M (+$81.2K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares15,991 from 16,529
Change-538 (-3%)
Value$1.1M (-$53.1K)
Filed 2026-10-23
Greystone Financial Group, LLC
DECREASED
Shares15,751 from 18,887
Change-3,136 (-17%)
Value$1.1M (-$233.4K)
Filed 2026-10-26
Eddie Patel Inc
INCREASED
Shares15,674 from 11,709
Change+3,965 (+34%)
Value$1.1M (+$260.2K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares13,482
Change+13,482
Value$923.8K
Filed 2026-10-30
Legacy Advisory Services, LLC
DECREASED
Shares13,082 from 34,481
Change-21,399 (-62%)
Value$896.4K (-$1.5M)
Filed 2026-10-20
Adirondack Capital Advisors, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$890.8K (-$12.7K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares12,841 from 12,547
Change+294 (+2%)
Value$879.9K (+$7.8K)
Filed 2026-10-13
Dorval Corp
INCREASED
Shares12,504 from 9,804
Change+2,700 (+28%)
Value$856.8K (+$175.4K)
Filed 2026-10-29
Diversify Advisory Services, LLC
INCREASED
Shares12,315 from 11,837
Change+478 (+4%)
Value$845.4K (+$38.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares12,315 from 11,837
Change+478 (+4%)
Value$845.4K (+$38.3K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
UNCHANGED
Shares11,818 from 11,818
Change0 (0%)
Value$809.7K (+$5.4K)
Filed 2026-10-19
Citizens Financial Group Inc
DECREASED
Shares11,797 from 12,012
Change-215 (-2%)
Value$808.3K (-$26.5K)
Filed 2026-10-23
Fidato Wealth LLC
INCREASED
Shares11,667 from 11,616
Change+51 (+0%)
Value$799.4K (-$7.9K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares11,537
Change+11,537
Value$790.5K
Filed 2026-10-28
PDS Planning, Inc
DECREASED
Shares11,528 from 11,570
Change-42 (0%)
Value$789.9K (-$14.2K)
Filed 2026-11-03
NWF Advisory Services Inc.
NEW
Shares11,115
Change+11,115
Value$761.6K
Filed 2026-10-19
Beacon Financial Advisory LLC
INCREASED
Shares11,100 from 11,031
Change+69 (+1%)
Value$760.6K (-$6.1K)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares10,528 from 9,815
Change+713 (+7%)
Value$724.8K (+$51.5K)
Filed 2026-10-16
Cahaba Wealth Management, Inc.
DECREASED
Shares10,479 from 10,607
Change-128 (-1%)
Value$718.0K (-$19.1K)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares10,415 from 17,178
Change-6,763 (-39%)
Value$713.7K (-$480.2K)
Filed 2026-10-21
Prospera Financial Services Inc
NEW
Shares10,070
Change+10,070
Value$686.4K
Filed 2026-11-04
Busey Bank
UNCHANGED
Shares10,026 from 10,026
Change0 (0%)
Value$687.0K (-$9.8K)
Filed 2026-10-26
Northwest Wealth Management, LLC
INCREASED
Shares9,784 from 9,747
Change+37 (+0%)
Value$670.4K (-$7.0K)
Filed 2026-10-30
Heirloom Wealth Management
DECREASED
Shares9,589 from 10,291
Change-702 (-7%)
Value$657.0K (-$58.2K)
Filed 2026-10-14
Archford Capital Strategies, LLC
INCREASED
Shares9,539 from 7,587
Change+1,952 (+26%)
Value$653.6K (+$126.3K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares9,499 from 9,353
Change+146 (+2%)
Value$650.9K (+$860)
Filed 2026-10-20
New Capital Management LP
INCREASED
Shares9,476 from 8,985
Change+491 (+5%)
Value$649.3K (+$24.8K)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares9,372 from 7,869
Change+1,503 (+19%)
Value$642.1K (+$95.3K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares9,257 from 9,043
Change+214 (+2%)
Value$634.3K (+$5.8K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
DECREASED
Shares9,108 from 9,950
Change-842 (-8%)
Value$624.1K (-$67.4K)
Filed 2026-10-01
AdvisorNet Financial, Inc
DECREASED
Shares9,007 from 9,745
Change-738 (-8%)
Value$615.8K (-$61.5K)
Filed 2026-10-15
Nvwm, LLC
DECREASED
Shares8,942 from 8,951
Change-9 (0%)
Value$612.7K (-$9.4K)
Filed 2026-10-14
IMG Wealth Management, Inc.
DECREASED
Shares8,778 from 8,953
Change-175 (-2%)
Value$601.5K (-$20.8K)
Filed 2026-10-27
Quantum Financial Partners LLC
INCREASED
Shares8,762 from 7,364
Change+1,398 (+19%)
Value$600.4K (+$88.6K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares8,595 from 14,465
Change-5,870 (-41%)
Value$588.9K (-$416.3K)
Filed 2026-10-30
Transcendent Capital Group LLC
DECREASED
Shares8,569 from 8,623
Change-54 (-1%)
Value$587.2K (-$12.1K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares8,480 from 8,480
Change0 (0%)
Value$581.1K (-$8.3K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
NEW
Shares8,212
Change+8,212
Value$564.1K
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,188 from 8,066
Change+122 (+2%)
Value$561.0K (+$435)
Filed 2026-10-21
Orin Green Financial, LLC
DECREASED
Shares7,957 from 8,107
Change-150 (-2%)
Value$545.3K (-$18.2K)
Filed 2026-10-19
Somnio Financial Group, LLC
INCREASED
Shares7,867 from 5,287
Change+2,580 (+49%)
Value$539.0K (+$171.6K)
Filed 2026-10-26
Montgomery Financial Services LLC
INCREASED
Shares7,835 from 7,575
Change+260 (+3%)
Value$536.9K (+$10.4K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares7,679 from 6,587
Change+1,092 (+17%)
Value$526.2K (+$68.4K)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares7,465 from 8,038
Change-573 (-7%)
Value$511.5K (-$47.1K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares7,245 from 4,463
Change+2,782 (+62%)
Value$496.4K (+$187.4K)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
DECREASED
Shares7,236 from 81,320
Change-74,084 (-91%)
Value$495.8K (-$5.2M)
Filed 2026-10-22
Advisortrust Partners, LLC
INCREASED
Shares7,187 from 6,900
Change+287 (+4%)
Value$492.5K (+$12.9K)
Filed 2026-11-02
Vertrix Wealth Management, LLC
DECREASED
Shares7,116 from 7,269
Change-153 (-2%)
Value$487.6K (-$17.6K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares6,971 from 7,082
Change-111 (-2%)
Value$477.6K (-$14.6K)
Filed 2026-10-13
Redwood Park Advisors LLC
INCREASED
Shares6,893 from 6,875
Change+18 (+0%)
Value$472.3K (-$5.5K)
Filed 2026-11-02
Old North State Wealth Management, LLC
INCREASED
Shares6,739 from 4,668
Change+2,071 (+44%)
Value$461.9K (+$137.3K)
Filed 2026-10-22
CX Institutional
UNCHANGED
Shares6,734 from 6,734
Change0 (0%)
Value$461 (-$7)
Filed 2026-10-02
StoneX Group Inc.
INCREASED
Shares6,712 from 5,480
Change+1,232 (+22%)
Value$459.9K (+$79.0K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares6,706 from 5,583
Change+1,123 (+20%)
Value$459.5K (+$71.5K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares6,669 from 6,661
Change+8 (+0%)
Value$457.0K (-$6.0K)
Filed 2026-10-08
Clear Point Advisors Inc.
DECREASED
Shares6,619 from 6,991
Change-372 (-5%)
Value$453.5K (-$32.3K)
Filed 2026-10-30
Saxony Capital Management, LLC
INCREASED
Shares6,538 from 6,107
Change+431 (+7%)
Value$448.0K (+$23.6K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares6,524 from 12,518
Change-5,994 (-48%)
Value$447.0K (-$423.0K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
INCREASED
Shares6,520 from 6,481
Change+39 (+1%)
Value$446.8K (-$3.7K)
Filed 2026-10-23
Mtco Ltd.
UNCHANGED
Shares6,470 from 6,470
Change0 (0%)
Value$443.3K (-$6.3K)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares6,153 from 4,962
Change+1,191 (+24%)
Value$421.7K (+$76.8K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
INCREASED
Shares6,090 from 6,042
Change+48 (+1%)
Value$417.3K (-$2.6K)
Filed 2026-10-26
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares6,071 from 6,829
Change-758 (-11%)
Value$416.0K (-$58.7K)
Filed 2026-10-29
Clearview Wealth Management LLC
DECREASED
Shares5,993 from 10,710
Change-4,717 (-44%)
Value$412.2K (-$332.2K)
Filed 2026-10-16
Buttonwood Financial Group, LLC
DECREASED
Shares5,896 from 6,135
Change-239 (-4%)
Value$406.9K (-$19.5K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
INCREASED
Shares5,891 from 5,556
Change+335 (+6%)
Value$403.7K (+$17.5K)
Filed 2026-10-21
Manchester Financial Inc
INCREASED
Shares5,865 from 5,657
Change+208 (+4%)
Value$401.9K (+$8.7K)
Filed 2026-10-15
Destiny Wealth Partners, LLC
UNCHANGED
Shares5,740 from 5,740
Change0 (0%)
Value$391.0K (-$2.4K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,738 from 5,738
Change0 (0%)
Value$393.2K (-$5.6K)
Filed 2026-10-15
Boston Standard Wealth Management, LLC
DECREASED
Shares5,705 from 5,877
Change-172 (-3%)
Value$390.9K (-$16.8K)
Filed 2026-10-07
Centerline Wealth Advisors, LLC
DECREASED
Shares5,640 from 5,749
Change-109 (-2%)
Value$386.5K (-$13.1K)
Filed 2026-10-15
Vested Financial Planning, LLC
DECREASED
Shares5,408 from 5,850
Change-442 (-8%)
Value$370.5K (-$36.0K)
Filed 2026-10-28
Able Financial Group, LLC
INCREASED
Shares5,358 from 5,137
Change+221 (+4%)
Value$367.1K (+$10.1K)
Filed 2026-10-14
Pacific Sage Partners, LLC
INCREASED
Shares5,309 from 5,075
Change+234 (+5%)
Value$363.8K (+$11.0K)
Filed 2026-10-21
Alliance Private Wealth, LLC
INCREASED
Shares5,243 from 4,195
Change+1,048 (+25%)
Value$359.3K (+$67.7K)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares5,242 from 4,527
Change+715 (+16%)
Value$359.2K (+$44.5K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares5,242 from 4,840
Change+402 (+8%)
Value$359.2K (+$22.8K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares5,241 from 5,231
Change+10 (+0%)
Value$359.1K (-$4.5K)
Filed 2026-10-28
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares5,152 from 5,128
Change+24 (+0%)
Value$353.0K (-$3.4K)
Filed 2026-10-22
RDA Financial Network
DECREASED
Shares5,135 from 5,835
Change-700 (-12%)
Value$351.9K (-$53.7K)
Filed 2026-10-15
Retireful, LLC
DECREASED
Shares5,124 from 9,149
Change-4,025 (-44%)
Value$351.1K (-$284.8K)
Filed 2026-10-09
Approach Retirement Advisors, LLC
INCREASED
Shares5,111 from 5,006
Change+105 (+2%)
Value$350.2K (+$2.3K)
Filed 2026-10-22
Box Hill Private Wealth LLC
DECREASED
Shares5,087 from 5,234
Change-147 (-3%)
Value$348.6K (-$15.2K)
Filed 2026-10-05
Flynn Zito Capital Management, LLC
DECREASED
Shares5,013 from 5,434
Change-421 (-8%)
Value$343.5K (-$34.2K)
Filed 2026-11-04
Valpey Financial Services, LLC
DECREASED
Shares4,962 from 4,964
Change-2 (0%)
Value$340.0K (-$5.0K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares4,898 from 4,912
Change-14 (0%)
Value$335.6K (-$5.7K)
Filed 2026-10-16
Schuylkill Financial LLC
DECREASED
Shares4,891 from 4,990
Change-99 (-2%)
Value$335.1K (-$11.7K)
Filed 2026-10-21
Centennial Advisors, LLC
NEW
Shares4,855
Change+4,855
Value$332.7K
Filed 2026-10-21
Aquire Wealth Advisors, LLC
DECREASED
Shares4,631 from 4,944
Change-313 (-6%)
Value$317.3K (-$26.4K)
Filed 2026-10-23
GEN Financial Management, Inc.
INCREASED
Shares4,568 from 4,210
Change+358 (+9%)
Value$313.0K (+$20.4K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares4,541 from 4,450
Change+91 (+2%)
Value$311.1K (+$1.9K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares4,528 from 4,508
Change+20 (+0%)
Value$310.3K (-$3.1K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares4,472 from 5,457
Change-985 (-18%)
Value$306.4K (-$72.8K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares4,429 from 4,396
Change+33 (+1%)
Value$303.5K (-$2.0K)
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares4,403 from 9,982
Change-5,579 (-56%)
Value$301.7K (-$392.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,321 from 3,885
Change+436 (+11%)
Value$296.1K (+$26.1K)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares4,274 from 4,233
Change+41 (+1%)
Value$292.9K (-$1.3K)
Filed 2026-10-21
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares4,261 from 4,261
Change0 (0%)
Value$292.0K (-$4.2K)
Filed 2026-10-19
Sowell Financial Services LLC
NEW
Shares4,233
Change+4,233
Value$290.1K
Filed 2026-10-23
Narwhal Capital Management
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$287.8K (-$4.1K)
Filed 2026-11-04
Intelligent Financial Strategies
INCREASED
Shares4,176 from 3,171
Change+1,005 (+32%)
Value$286.2K (+$65.8K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
INCREASED
Shares4,144 from 4,118
Change+26 (+1%)
Value$284.0K (-$2.2K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
NEW
Shares4,110
Change+4,110
Value$281.6K
Filed 2026-11-02
Private Client Services, LLC
INCREASED
Shares4,048 from 3,944
Change+104 (+3%)
Value$277.4K (+$3.3K)
Filed 2026-10-02
XML Financial, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$274.1K (-$3.9K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares3,962 from 4,049
Change-87 (-2%)
Value$271.4K (-$9.9K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
DECREASED
Shares3,940 from 4,130
Change-190 (-5%)
Value$269.9K (-$17.1K)
Filed 2026-10-26
Howard Wealth Management, LLC
DECREASED
Shares3,929 from 4,129
Change-200 (-5%)
Value$269.2K (-$17.8K)
Filed 2026-10-28
Syverson Strege & Co
INCREASED
Shares3,892 from 3,800
Change+92 (+2%)
Value$266.7K (+$2.6K)
Filed 2026-11-02
Landmark Wealth Management, LLC
DECREASED
Shares3,673 from 3,850
Change-177 (-5%)
Value$251.7K (-$15.9K)
Filed 2026-11-03
Fermata Advisors, LLC
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$247.7K (-$3.5K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares3,585
Change+3,585
Value$245.7K
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares3,580 from 3,622
Change-42 (-1%)
Value$245.3K (-$5.7K)
Filed 2026-10-13
Salus Financial Advisors, LLC
INCREASED
Shares3,550 from 2,970
Change+580 (+20%)
Value$243.3K (+$36.8K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares3,548 from 3,947
Change-399 (-10%)
Value$243.1K (-$31.2K)
Filed 2026-11-03
Center for Financial Planning, Inc.
INCREASED
Shares3,537 from 3,511
Change+26 (+1%)
Value$242.4K (-$1.6K)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares3,511 from 3,078
Change+433 (+14%)
Value$240.6K (+$26.7K)
Filed 2026-10-16
Apex Wealth Management, LLC
INCREASED
Shares3,492 from 2,887
Change+605 (+21%)
Value$239.3K (+$38.6K)
Filed 2026-10-20
Insight Wealth Partners, LLC
INCREASED
Shares3,458 from 3,370
Change+88 (+3%)
Value$236.9K (+$2.7K)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares3,434 from 3,434
Change0 (0%)
Value$235.3K (-$3.4K)
Filed 2026-10-05
Mosley Wealth Management
INCREASED
Shares3,392 from 3,253
Change+139 (+4%)
Value$232.9K (+$6.8K)
Filed 2026-10-16
Stonehearth Capital Management, LLC
DECREASED
Shares3,298 from 3,315
Change-17 (-1%)
Value$226.0K (-$4.4K)
Filed 2026-10-13
Compass Ion Advisors, LLC
NEW
Shares3,280
Change+3,280
Value$224.7K
Filed 2026-10-23
Mullooly Asset Management, Inc.
UNCHANGED
Shares3,261 from 3,261
Change0 (0%)
Value$223.6K (-$3.0K)
Filed 2026-10-30
Philip James Wealth Mangement, LLC
INCREASED
Shares3,147 from 3,071
Change+76 (+2%)
Value$215.6K (+$2.2K)
Filed 2026-10-27
John W. Brooker & Co., CPAs
DECREASED
Shares3,131 from 3,177
Change-46 (-1%)
Value$214.6K (-$6.3K)
Filed 2026-10-21
MCF Advisors LLC
UNCHANGED
Shares3,115 from 3,115
Change0 (0%)
Value$213.4K (-$3.1K)
Filed 2026-10-28
4Wealth Advisors, Inc.
NEW
Shares3,097
Change+3,097
Value$212.9K
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares3,062 from 3,314
Change-252 (-8%)
Value$210 (-$229.8K)
Filed 2026-10-26
TFB Advisors LLC
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$207.3K (-$3.0K)
Filed 2026-11-02
Ironwood Financial, llc
UNCHANGED
Shares3,009 from 3,009
Change0 (0%)
Value$206.2K (+$30)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares3,007 from 2,979
Change+28 (+1%)
Value$206.7K (-$310)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares2,980 from 5,899
Change-2,919 (-49%)
Value$204.2K (-$205.8K)
Filed 2026-10-15
PFW Advisors LLC
NEW
Shares2,941
Change+2,941
Value$201.5K
Filed 2026-10-07
Gilpin Wealth Management, LLC
INCREASED
Shares2,869 from 2,766
Change+103 (+4%)
Value$196.6K (+$4.3K)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares2,724
Change+2,724
Value$186.6K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$178.8K (-$2.6K)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares2,491 from 2,205
Change+286 (+13%)
Value$170.7K (+$17.4K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares2,277
Change+2,277
Value$156.0K
Filed 2026-11-05
Wolff Wiese Magana LLC
DECREASED
Shares2,183 from 2,311
Change-128 (-6%)
Value$149.6K (-$11.0K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares1,890 from 1,004
Change+886 (+88%)
Value$129.5K (+$59.7K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares1,860 from 1,854
Change+6 (+0%)
Value$127.5K (-$1.4K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares1,762 from 1,748
Change+14 (+1%)
Value$120.7K (-$799)
Filed 2026-10-07
Downshift Financial, LLC
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$120.2K (-$1.7K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$115.9K (-$1.7K)
Filed 2026-10-30
Bullock Wealth Management Group
DECREASED
Shares1,645 from 1,696
Change-51 (-3%)
Value$112.8K (-$4.7K)
Filed 2026-10-09
CKW Financial Group
INCREASED
Shares1,523 from 1,467
Change+56 (+4%)
Value$104 (-$101.9K)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$103.9K (-$1.5K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares1,464 from 1,894
Change-430 (-23%)
Value$100.3K (-$31.3K)
Filed 2026-11-04
Evermay Wealth Management LLC
DECREASED
Shares1,311 from 1,458
Change-147 (-10%)
Value$89.8K (-$11.5K)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares1,305 from 6,222
Change-4,917 (-79%)
Value$89.4K (-$343.0K)
Filed 2026-10-14
Kingdom Financial Group Llc.
NEW
Shares1,256
Change+1,256
Value$86.1K
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares1,161 from 34
Change+1,127 (+3315%)
Value$79.6K (+$77.2K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares1,133 from 2,600
Change-1,467 (-56%)
Value$77.6K (-$103.1K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares1,031 from 20
Change+1,011 (+5055%)
Value$70.7K (+$69.3K)
Filed 2026-11-05
Creative Capital Management Investments LLC
NEW
Shares1,020
Change+1,020
Value$69.9K
Filed 2026-10-28
Mascoma Wealth Management LLC
INCREASED
Shares1,002 from 917
Change+85 (+9%)
Value$68.7K (+$4.9K)
Filed 2026-10-23
Arvest Investments, Inc.
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$60.5K (-$865)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$58.0K (-$829)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares759 from 449
Change+310 (+69%)
Value$52.0K (+$20.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$51.4K (-$735)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares651 from 681
Change-30 (-4%)
Value$44.6K (-$2.7K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$44.3K (-$634)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$43.8K (-$627)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
INCREASED
Shares585 from 581
Change+4 (+1%)
Value$40.1K (-$266)
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares578 from 582
Change-4 (-1%)
Value$39.6K (-$816)
Filed 2026-11-02
Arlington Trust Co LLC
DECREASED
Shares573 from 837
Change-264 (-32%)
Value$39.3K (-$18.9K)
Filed 2026-10-20
Milestone Investment Advisors LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$38.0K (-$544)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$35.9K (-$513)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares493 from 129
Change+364 (+282%)
Value$33.8K (+$24.8K)
Filed 2026-11-04
Tsfg, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$32 (-$32.0K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$28.5K (-$407)
Filed 2026-10-23
Midwest Capital Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$27.4K (-$392)
Filed 2026-11-04
Signature Equity Partners, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$23.1K (-$331)
Filed 2026-10-29
Abound Wealth Management
DECREASED
Shares250 from 303
Change-53 (-17%)
Value$17.1K (-$3.9K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares241 from 239
Change+2 (+1%)
Value$16.5K (-$109)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$16.4K (-$235)
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$14.7K (-$211)
Filed 2026-11-05
Highline Wealth Partners LLC
DECREASED
Shares205 from 224
Change-19 (-8%)
Value$14.0K (-$1.5K)
Filed 2026-10-19
US Bancorp \de\
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.7K (-$196)
Filed 2026-11-05
Strategic Advocates LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$11.0K (-$158)
Filed 2026-11-03
Lodestone Wealth Management LLC
DECREASED
Shares151 from 153
Change-2 (-1%)
Value$10.4K (-$276)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares125
Change+125
Value$8.6K
Filed 2026-11-02
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.3K (-$21)
Filed 2026-10-01
DecisionPoint Financial, LLC
NEW
Shares29
Change+29
Value$2.0K
Filed 2026-10-27
Larson Financial Group LLC
NEW
Shares1
Change+1
Value$69
Filed 2026-11-05
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 18,986
Change-18,986 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Golden State Wealth Management, LLC
CLOSED
Shares0 from 11,613
Change-11,613 (-100%)
Value$0 (-$807.1K)
Filed 2026-11-02
Snider Financial Group
CLOSED
Shares0 from 7,717
Change-7,717 (-100%)
Value$0 (-$536.3K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,323
Change-6,323 (-100%)
Value$0 (-$437.7K)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 5,198
Change-5,198 (-100%)
Value$0 (-$361.3K)
Filed 2026-10-29
Compound Planning, Inc.
CLOSED
Shares0 from 5,041
Change-5,041 (-100%)
Value$0 (-$350.4K)
Filed 2026-11-05
Carret Asset Management, LLC
CLOSED
Shares0 from 4,897
Change-4,897 (-100%)
Value$0 (-$340.3K)
Filed 2026-11-04
Cooper Financial Group
CLOSED
Shares0 from 3,884
Change-3,884 (-100%)
Value$0 (-$269.9K)
Filed 2026-10-07
MGO One Seven LLC
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-13
Acima Private Wealth, LLC
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-05
Blue Trust, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-20
Aventus Investment Advisors, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$70)
Filed 2026-10-09
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 1,957,720
Change-1,957,720 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,065,599
Change-1,065,599 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 668,197
Change-668,197 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 586,162
Change-586,162 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 562,914
Change-562,914 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 524,925
Change-524,925 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 389,262
Change-389,262 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 336,606
Change-336,606 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 300,065
Change-300,065 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 276,966
Change-276,966 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 246,729
Change-246,729 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 241,716
Change-241,716 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 216,818
Change-216,818 (-100%)
Value—
UBS Group AG
N/A
Shares— from 187,500
Change-187,500 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 183,986
Change-183,986 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 178,223
Change-178,223 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 159,634
Change-159,634 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 157,991
Change-157,991 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 123,544
Change-123,544 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 121,374
Change-121,374 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 111,621
Change-111,621 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 109,627
Change-109,627 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 105,641
Change-105,641 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 88,416
Change-88,416 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 87,427
Change-87,427 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 81,939
Change-81,939 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 79,255
Change-79,255 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 77,912
Change-77,912 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 77,042
Change-77,042 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 69,946
Change-69,946 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 69,427
Change-69,427 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 63,746
Change-63,746 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 60,403
Change-60,403 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 59,761
Change-59,761 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 58,683
Change-58,683 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 56,816
Change-56,816 (-100%)
Value—
&partners
N/A
Shares— from 55,969
Change-55,969 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 55,167
Change-55,167 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 50,340
Change-50,340 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 49,269
Change-49,269 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,233
Change-47,233 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,673
Change-42,673 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 38,843
Change-38,843 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 38,610
Change-38,610 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 36,722
Change-36,722 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 36,472
Change-36,472 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 35,755
Change-35,755 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,317
Change-35,317 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 32,734
Change-32,734 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,949
Change-30,949 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 30,316
Change-30,316 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 30,050
Change-30,050 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 29,905
Change-29,905 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 29,881
Change-29,881 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,767
Change-28,767 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,530
Change-28,530 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 28,251
Change-28,251 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,175
Change-28,175 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 28,027
Change-28,027 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 27,076
Change-27,076 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 26,209
Change-26,209 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 25,133
Change-25,133 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,833
Change-24,833 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 24,421
Change-24,421 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 24,291
Change-24,291 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 23,885
Change-23,885 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 23,806
Change-23,806 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,264
Change-23,264 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 23,196
Change-23,196 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 21,478
Change-21,478 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 20,351
Change-20,351 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,847
Change-19,847 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,048
Change-19,048 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,983
Change-18,983 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 18,603
Change-18,603 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,880
Change-17,880 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 17,733
Change-17,733 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,634
Change-17,634 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 17,367
Change-17,367 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 17,015
Change-17,015 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 16,505
Change-16,505 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 15,730
Change-15,730 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 13,550
Change-13,550 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 13,405
Change-13,405 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,166
Change-13,166 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 12,438
Change-12,438 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,903
Change-10,903 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,561
Change-10,561 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 9,617
Change-9,617 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,735
Change-6,735 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
FCA Corp
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 416
Change-416 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
10Elms LLP
N/A
Shares— from 264
Change-264 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 190
Change-190 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 57
Change-57 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Mesirow Financial Investment Management, Inc.
DECREASED557,503565,749-8,246-1%$39.3M$38.2M-$1.1M2026-11-05
Aspiriant, LLC
INCREASED521,896515,345+6,551+1%$35.8M$35.8M-$56.3K2026-10-16
JIM Saulnier & Associates, LLC
INCREASED494,855453,418+41,437+9%$31.5M$33.9M+$2.4M2026-11-04
Consilium Wealth Advisory, LLC
DECREASED433,300458,638-25,338-6%$31.9M$29.7M-$2.2M2026-10-14
WestEnd Advisors, LLC
INCREASED338,87313,551+325,322+2401%$941.8K$23.2M+$22.3M2026-10-27
Lebenthal Global Advisors, LLC
INCREASED324,798324,439+359+0%$22.5M$22.3M-$293.4K2026-10-28
Madrid Financial Services
INCREASED314,156305,776+8,380+3%$21.3M$21.5M+$274.4K2026-11-03
Assetmark, Inc
DECREASED287,912289,947-2,035-1%$20.2M$19.7M-$423.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED232,583227,988+4,595+2%$15.8M$15.9K-$15.8M2026-11-02
Worth Asset Management, LLC
DECREASED188,089742,669-554,580-75%$51.6M$12.9M-$38.7M2026-10-07
Kestra Private Wealth Services, LLC
INCREASED148,363143,921+4,442+3%$10.0M$10.2M+$163.3K2026-10-30
Creative Planning
DECREASED143,003145,147-2,144-1%$10.1M$9.8M-$289.1K2026-11-02
True Private Wealth Advisors
INCREASED139,822122,610+17,212+14%$8.5M$9.6M+$1.1M2026-10-19
Kestra Advisory Services, LLC
INCREASED116,305115,031+1,274+1%$8.0M$8.0M-$25.5K2026-11-02
Lodestar Private Asset Management LLC
DECREASED115,112138,313-23,201-17%$9.6M$7.9M-$1.7M2026-10-26
Strategic Family Wealth Counselors, L.L.C.
INCREASED98,10496,670+1,434+1%$6.7M$6.7M+$3.5K2026-10-29
Legacy Wealth Partners, LLC
DECREASED95,68998,018-2,329-2%$6.8M$6.6M-$255.7K2026-10-15
Commonwealth Equity Services, LLC
INCREASED95,06288,383+6,679+8%$6.1M$6.5M+$371.0K2026-11-02
Weaver Consulting Group
DECREASED83,19585,989-2,794-3%$6.0M$5.7M-$275.7K2026-10-07
Unique Wealth, LLC
DECREASED82,10782,611-504-1%$5.7M$5.6M-$115.5K2026-10-16
Patton Albertson Miller Group, LLC
INCREASED79,35776,543+2,814+4%$5.3M$5.4M+$117.7K2026-10-26
Bell Investment Advisors, Inc
DECREASED74,83076,120-1,290-2%$5.3M$5.1M-$163.0K2026-10-29
Brookstone Capital Management
INCREASED74,06263,832+10,230+16%$4.4M$5.1M+$638.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED72,22872,388-1600%$5.0M$5.0M-$50.8K2026-10-13
Strategic Blueprint, LLC
DECREASED71,78673,066-1,280-2%$5.1M$4.9M-$159.3K2026-10-22
Wealth Forward, LLC
DECREASED65,36486,813-21,449-25%$6.0M$4.5M-$1.6M2026-10-14
Truist Financial Corp
INCREASED61,99461,200+794+1%$4.3M$4.2M-$5.5K2026-10-30
ARQ Wealth Advisors, LLC
DECREASED61,86562,159-2940%$4.3M$4.2M-$25.1K2026-10-29
Viewpoint Investment Partners Corp
UNCHANGED57,55057,55000%$5.7M$5.6M-$73.1K2026-10-26
Fort Henry Capital, LLC
DECREASED56,08460,855-4,771-8%$4.2M$3.8M-$386.5K2026-10-22
Basso Capital Management, L.P.
INCREASED55,17553,294+1,881+4%$3.7M$3.8M+$76.7K2026-10-30
Bank of New York Mellon Corp
DECREASED50,13652,604-2,468-5%$3.7M$3.4M-$220.7K2026-11-05
Intrua Financial, LLC
INCREASED49,27949,039+240+0%$3.4M$3.4M-$31.6K2026-10-28
Compass Financial Group, Inc
INCREASED47,71415,647+32,067+205%$1.1M$3.3M+$2.2M2026-10-13
Marino, Stram & Associates LLC
DECREASED47,52247,924-402-1%$3.3M$3.3M-$74.5K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED45,45440,074+5,380+13%$2.8M$3.1M+$329.3K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED43,51240,555+2,957+7%$2.8M$3.0M+$162.8K2026-10-16
Global Assets Advisory, LLC
INCREASED40,99735,907+5,090+14%$2.5M$2.8M+$328.3K2026-10-28
Westside Investment Management, Inc.
INCREASED39,95030,810+9,140+30%$2.1M$2.7M+$596.1K2026-11-02
Weitzel Financial Services, Inc.
INCREASED39,65735,230+4,427+13%$2.4M$2.7M+$298.3K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED38,98435,077+3,907+11%$2.4M$2.7M+$233.4K2026-11-05
Integrated Advisors Network LLC
DECREASED36,77737,998-1,221-3%$2.6M$2.5M-$120.9K2026-10-20
First Heartland Consultants, Inc.
DECREASED35,00337,900-2,897-8%$2.6M$2.4M-$235.7K2026-10-08
Selby Wealth Management, LLC
INCREASED33,46533,146+319+1%$2.3M$2.3M-$10.6K2026-10-16
Prentice Wealth Management LLC
INCREASED31,52328,524+2,999+11%$2.0M$2.2M+$177.5K2026-10-20
Visionary Wealth Advisors
DECREASED30,53233,504-2,972-9%$2.3M$2.1M-$236.5K2026-11-04
Harbor Group, Inc.
DECREASED29,51130,830-1,319-4%$2.1M$2.0M-$120.6K2026-10-14
Avior Wealth Management, LLC
DECREASED29,23751,736-22,499-43%$3.6M$2.0M-$1.6M2026-10-13
Perigon Wealth Management, LLC
INCREASED27,75325,987+1,766+7%$1.8M$1.9M+$95.5K2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED25,46025,712-252-1%$1.8M$1.7M-$42.5K2026-10-28
RTD Financial Advisors, Inc.
DECREASED24,44726,320-1,873-7%$1.8M$1.7M-$154.1K2026-10-09
Lido Advisors, LLC
DECREASED24,02829,101-5,073-17%$2.0M$1.6M-$376.1K2026-11-04
MPS Loria Financial Planners, LLC
INCREASED21,19121,069+122+1%$1.5M$1.5M-$12.3K2026-10-14
Creekside Partners
INCREASED20,94414,501+6,443+44%$1.0M$1.4M+$427.3K2026-11-04
SimpliFi, Inc.
INCREASED20,82620,690+136+1%$1.4M$1.4M-$10.9K2026-10-28
Sage Financial Group Inc
UNCHANGED20,67720,67700%$1.4M$1.4M-$20.3K2026-10-27
Worth Financial Advisory Group, LLC
INCREASED19,69818,656+1,042+6%$1.3M$1.3M+$53.1K2026-10-19
Milestone Asset Management, LLC
INCREASED19,14418,722+422+2%$1.3M$1.3M+$10.6K2026-10-15
Tempus Wealth Planning, LLC
DECREASED18,62918,853-224-1%$1.3M$1.3M-$33.8K2026-10-14
Farther Finance Advisors, LLC
INCREASED18,61215,504+3,108+20%$1.1M$1.3M+$197.8K2026-10-08
Fifth Third Bancorp
INCREASED18,5443,201+15,343+479%$222.5K$1.3M+$1.0M2026-11-05
High Net Worth Advisory Group LLC
INCREASED18,19017,900+290+2%$1.2M$1.2M+$2.3K2026-10-26
Dynamic Advisor Solutions LLC
DECREASED17,71829,178-11,460-39%$2.0M$1.2M-$813.8K2026-10-13
R2 Capital Strategies, LLC
DECREASED17,66418,568-904-5%$1.3M$1.2M-$80.1K2026-10-15
Boyum Wealth Architects LLC
DECREASED17,36620,172-2,806-14%$1.4M$1.2M-$191.2K2026-10-06
Central Trust Co
DECREASED17,15817,769-611-3%$1.2M$1.2M-$59.3K2026-11-05
WBH Advisory Inc
UNCHANGED17,03417,03400%$1.2M$1.2M-$16.7K2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED16,97716,97700%$1.2M$1.2M-$16.6K2026-10-23
McHugh Group, LLC
INCREASED16,40015,000+1,400+9%$1.0M$1.1M+$81.2K2026-10-19
Sigma Planning Corp
DECREASED15,99116,529-538-3%$1.1M$1.1M-$53.1K2026-10-23
Greystone Financial Group, LLC
DECREASED15,75118,887-3,136-17%$1.3M$1.1M-$233.4K2026-10-26
Eddie Patel Inc
INCREASED15,67411,709+3,965+34%$813.8K$1.1M+$260.2K2026-11-02
Provenance Wealth Advisors, LLC
NEW13,482—+13,482——$923.8K—2026-10-30
Legacy Advisory Services, LLC
DECREASED13,08234,481-21,399-62%$2.4M$896.4K-$1.5M2026-10-20
Adirondack Capital Advisors, LLC
UNCHANGED13,00013,00000%$903.5K$890.8K-$12.7K2026-10-09
Independent Financial Group, LLC
INCREASED12,84112,547+294+2%$872.0K$879.9K+$7.8K2026-10-13
Dorval Corp
INCREASED12,5049,804+2,700+28%$681.4K$856.8K+$175.4K2026-10-29
Diversify Advisory Services, LLC
INCREASED12,31511,837+478+4%$807.1K$845.4K+$38.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED12,31511,837+478+4%$807.1K$845.4K+$38.3K2026-10-20
New England Private Wealth Advisors LLC
UNCHANGED11,81811,81800%$804.3K$809.7K+$5.4K2026-10-19
Citizens Financial Group Inc
DECREASED11,79712,012-215-2%$834.8K$808.3K-$26.5K2026-10-23
Fidato Wealth LLC
INCREASED11,66711,616+51+0%$807.3K$799.4K-$7.9K2026-10-13
Founders Financial Securities LLC
NEW11,537—+11,537——$790.5K—2026-10-28
PDS Planning, Inc
DECREASED11,52811,570-420%$804.1K$789.9K-$14.2K2026-11-03
NWF Advisory Services Inc.
NEW11,115—+11,115——$761.6K—2026-10-19
Beacon Financial Advisory LLC
INCREASED11,10011,031+69+1%$766.7K$760.6K-$6.1K2026-10-16
Cornerstone Planning Group LLC
INCREASED10,5289,815+713+7%$673.3K$724.8K+$51.5K2026-10-16
Cahaba Wealth Management, Inc.
DECREASED10,47910,607-128-1%$737.2K$718.0K-$19.1K2026-10-26
NBT Bank, N.A.
DECREASED10,41517,178-6,763-39%$1.2M$713.7K-$480.2K2026-10-21
Prospera Financial Services Inc
NEW10,070—+10,070——$686.4K—2026-11-04
Busey Bank
UNCHANGED10,02610,02600%$696.8K$687.0K-$9.8K2026-10-26
Northwest Wealth Management, LLC
INCREASED9,7849,747+37+0%$677.4K$670.4K-$7.0K2026-10-30
Heirloom Wealth Management
DECREASED9,58910,291-702-7%$715.2K$657.0K-$58.2K2026-10-14
Archford Capital Strategies, LLC
INCREASED9,5397,587+1,952+26%$527.3K$653.6K+$126.3K2026-10-19
Trilogy Capital Inc.
INCREASED9,4999,353+146+2%$650.0K$650.9K+$8602026-10-20
New Capital Management LP
INCREASED9,4768,985+491+5%$624.5K$649.3K+$24.8K2026-10-29
Procyon Advisors, LLC
INCREASED9,3727,869+1,503+19%$546.9K$642.1K+$95.3K2026-10-21
Fiduciary Financial Group, LLC
INCREASED9,2579,043+214+2%$628.5K$634.3K+$5.8K2026-10-13
Stonebridge Financial Group, LLC
DECREASED9,1089,950-842-8%$691.5K$624.1K-$67.4K2026-10-01
AdvisorNet Financial, Inc
DECREASED9,0079,745-738-8%$677.3K$615.8K-$61.5K2026-10-15
Nvwm, LLC
DECREASED8,9428,951-90%$622.1K$612.7K-$9.4K2026-10-14
IMG Wealth Management, Inc.
DECREASED8,7788,953-175-2%$622.2K$601.5K-$20.8K2026-10-27
Quantum Financial Partners LLC
INCREASED8,7627,364+1,398+19%$511.8K$600.4K+$88.6K2026-10-19
Gallacher Capital Management LLC
DECREASED8,59514,465-5,870-41%$1.0M$588.9K-$416.3K2026-10-30
Transcendent Capital Group LLC
DECREASED8,5698,623-54-1%$599.3K$587.2K-$12.1K2026-10-28
Summit Financial Wealth Advisors, LLC
UNCHANGED8,4808,48000%$589.4K$581.1K-$8.3K2026-10-15
Elevation Point Wealth Partners, LLC
NEW8,212—+8,212——$564.1K—2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED8,1888,066+122+2%$560.6K$561.0K+$4352026-10-21
Orin Green Financial, LLC
DECREASED7,9578,107-150-2%$563.5K$545.3K-$18.2K2026-10-19
Somnio Financial Group, LLC
INCREASED7,8675,287+2,580+49%$367.4K$539.0K+$171.6K2026-10-26
Montgomery Financial Services LLC
INCREASED7,8357,575+260+3%$526.5K$536.9K+$10.4K2026-11-03
Lanark Financial, Inc.
INCREASED7,6796,587+1,092+17%$457.8K$526.2K+$68.4K2026-10-26
Oppenheimer & Co Inc
DECREASED7,4658,038-573-7%$558.6K$511.5K-$47.1K2026-10-26
TD Waterhouse Canada Inc.
INCREASED7,2454,463+2,782+62%$309.0K$496.4K+$187.4K2026-10-16
Reyes Financial Architecture, Inc.
DECREASED7,23681,320-74,084-91%$5.7M$495.8K-$5.2M2026-10-22
Advisortrust Partners, LLC
INCREASED7,1876,900+287+4%$479.6K$492.5K+$12.9K2026-11-02
Vertrix Wealth Management, LLC
DECREASED7,1167,269-153-2%$505.2K$487.6K-$17.6K2026-10-13
Harbor Investment Advisory, LLC
DECREASED6,9717,082-111-2%$492.2K$477.6K-$14.6K2026-10-13
Redwood Park Advisors LLC
INCREASED6,8936,875+18+0%$477.8K$472.3K-$5.5K2026-11-02
Old North State Wealth Management, LLC
INCREASED6,7394,668+2,071+44%$324.5K$461.9K+$137.3K2026-10-22
CX Institutional
UNCHANGED6,7346,73400%$468$461-$72026-10-02
StoneX Group Inc.
INCREASED6,7125,480+1,232+22%$380.9K$459.9K+$79.0K2026-11-03
Signaturefd, LLC
INCREASED6,7065,583+1,123+20%$388.0K$459.5K+$71.5K2026-10-23
CoreCap Advisors, LLC
INCREASED6,6696,661+8+0%$462.9K$457.0K-$6.0K2026-10-08
Clear Point Advisors Inc.
DECREASED6,6196,991-372-5%$485.8K$453.5K-$32.3K2026-10-30
Saxony Capital Management, LLC
INCREASED6,5386,107+431+7%$424.4K$448.0K+$23.6K2026-10-15
Mission Wealth Management, LP
DECREASED6,52412,518-5,994-48%$870.0K$447.0K-$423.0K2026-10-15
Morton Brown Family Wealth, LLC
INCREASED6,5206,481+39+1%$450.4K$446.8K-$3.7K2026-10-23
Mtco Ltd.
UNCHANGED6,4706,47000%$449.7K$443.3K-$6.3K2026-10-08
Pension & Wealth Management Advisors, Inc.
INCREASED6,1534,962+1,191+24%$344.9K$421.7K+$76.8K2026-10-16
Ballast Rock Private Wealth LLC
INCREASED6,0906,042+48+1%$419.9K$417.3K-$2.6K2026-10-26
Hubbell Strickland Wealth Management, LLC
DECREASED6,0716,829-758-11%$474.6K$416.0K-$58.7K2026-10-29
Clearview Wealth Management LLC
DECREASED5,99310,710-4,717-44%$744.3K$412.2K-$332.2K2026-10-16
Buttonwood Financial Group, LLC
DECREASED5,8966,135-239-4%$426.4K$406.9K-$19.5K2026-10-16
Cardinal Point Capital Management ULC
INCREASED5,8915,556+335+6%$386.1K$403.7K+$17.5K2026-10-21
Manchester Financial Inc
INCREASED5,8655,657+208+4%$393.2K$401.9K+$8.7K2026-10-15
Destiny Wealth Partners, LLC
UNCHANGED5,7405,74000%$393.4K$391.0K-$2.4K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED5,7385,73800%$398.8K$393.2K-$5.6K2026-10-15
Boston Standard Wealth Management, LLC
DECREASED5,7055,877-172-3%$407.7K$390.9K-$16.8K2026-10-07
Centerline Wealth Advisors, LLC
DECREASED5,6405,749-109-2%$399.6K$386.5K-$13.1K2026-10-15
Vested Financial Planning, LLC
DECREASED5,4085,850-442-8%$406.6K$370.5K-$36.0K2026-10-28
Able Financial Group, LLC
INCREASED5,3585,137+221+4%$357.0K$367.1K+$10.1K2026-10-14
Pacific Sage Partners, LLC
INCREASED5,3095,075+234+5%$352.7K$363.8K+$11.0K2026-10-21
Alliance Private Wealth, LLC
INCREASED5,2434,195+1,048+25%$291.6K$359.3K+$67.7K2026-10-20
Altura Wealth Advisors Inc.
INCREASED5,2424,527+715+16%$314.7K$359.2K+$44.5K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED5,2424,840+402+8%$336.4K$359.2K+$22.8K2026-10-21
Clear Creek Financial Management, LLC
INCREASED5,2415,231+10+0%$363.6K$359.1K-$4.5K2026-10-28
Pacific Capital Wealth Advisors, Inc.
INCREASED5,1525,128+24+0%$356.4K$353.0K-$3.4K2026-10-22
RDA Financial Network
DECREASED5,1355,835-700-12%$405.5K$351.9K-$53.7K2026-10-15
Retireful, LLC
DECREASED5,1249,149-4,025-44%$635.9K$351.1K-$284.8K2026-10-09
Approach Retirement Advisors, LLC
INCREASED5,1115,006+105+2%$347.9K$350.2K+$2.3K2026-10-22
Box Hill Private Wealth LLC
DECREASED5,0875,234-147-3%$363.8K$348.6K-$15.2K2026-10-05
Flynn Zito Capital Management, LLC
DECREASED5,0135,434-421-8%$377.7K$343.5K-$34.2K2026-11-04
Valpey Financial Services, LLC
DECREASED4,9624,964-20%$345.0K$340.0K-$5.0K2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED4,8984,912-140%$341.4K$335.6K-$5.7K2026-10-16
Schuylkill Financial LLC
DECREASED4,8914,990-99-2%$346.8K$335.1K-$11.7K2026-10-21
Centennial Advisors, LLC
NEW4,855—+4,855——$332.7K—2026-10-21
Aquire Wealth Advisors, LLC
DECREASED4,6314,944-313-6%$343.7K$317.3K-$26.4K2026-10-23
GEN Financial Management, Inc.
INCREASED4,5684,210+358+9%$292.6K$313.0K+$20.4K2026-10-13
Retirement Planning Group, LLC
INCREASED4,5414,450+91+2%$309.3K$311.1K+$1.9K2026-10-19
Brighton Jones LLC
INCREASED4,5284,508+20+0%$313.3K$310.3K-$3.1K2026-11-03
Modera Wealth Management, LLC
DECREASED4,4725,457-985-18%$379.3K$306.4K-$72.8K2026-10-28
Valeo Financial Advisors, LLC
INCREASED4,4294,396+33+1%$305.5K$303.5K-$2.0K2026-10-08
Focus Financial Network, Inc.
DECREASED4,4039,982-5,579-56%$693.7K$301.7K-$392.0K2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED4,3213,885+436+11%$270.0K$296.1K+$26.1K2026-10-20
CGN Advisors LLC
INCREASED4,2744,233+41+1%$294.2K$292.9K-$1.3K2026-10-21
Capstone Wealth Management Group, Inc.
UNCHANGED4,2614,26100%$296.1K$292.0K-$4.2K2026-10-19
Sowell Financial Services LLC
NEW4,233—+4,233——$290.1K—2026-10-23
Narwhal Capital Management
UNCHANGED4,2004,20000%$291.9K$287.8K-$4.1K2026-11-04
Intelligent Financial Strategies
INCREASED4,1763,171+1,005+32%$220.4K$286.2K+$65.8K2026-10-16
Stirlingshire Investments, Inc.
INCREASED4,1444,118+26+1%$286.2K$284.0K-$2.2K2026-11-05
BridgePort Financial Solutions, LLC
NEW4,110—+4,110——$281.6K—2026-11-02
Private Client Services, LLC
INCREASED4,0483,944+104+3%$274.1K$277.4K+$3.3K2026-10-02
XML Financial, LLC
UNCHANGED4,0004,00000%$278.0K$274.1K-$3.9K2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED3,9624,049-87-2%$281.4K$271.4K-$9.9K2026-10-16
Crusonia Wealth Advisors LLC
DECREASED3,9404,130-190-5%$287.0K$269.9K-$17.1K2026-10-26
Howard Wealth Management, LLC
DECREASED3,9294,129-200-5%$287.0K$269.2K-$17.8K2026-10-28
Syverson Strege & Co
INCREASED3,8923,800+92+2%$264.1K$266.7K+$2.6K2026-11-02
Landmark Wealth Management, LLC
DECREASED3,6733,850-177-5%$267.6K$251.7K-$15.9K2026-11-03
Fermata Advisors, LLC
UNCHANGED3,6153,61500%$251.2K$247.7K-$3.5K2026-10-13
Nova Financial LLC
NEW3,585—+3,585——$245.7K—2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED3,5803,622-42-1%$251.1K$245.3K-$5.7K2026-10-13
Salus Financial Advisors, LLC
INCREASED3,5502,970+580+20%$206.4K$243.3K+$36.8K2026-10-20
Parallel Advisors, LLC
DECREASED3,5483,947-399-10%$274.4K$243.1K-$31.2K2026-11-03
Center for Financial Planning, Inc.
INCREASED3,5373,511+26+1%$244.0K$242.4K-$1.6K2026-10-26
PFG Advisors
INCREASED3,5113,078+433+14%$213.9K$240.6K+$26.7K2026-10-16
Apex Wealth Management, LLC
INCREASED3,4922,887+605+21%$200.6K$239.3K+$38.6K2026-10-20
Insight Wealth Partners, LLC
INCREASED3,4583,370+88+3%$234.2K$236.9K+$2.7K2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED3,4343,43400%$238.7K$235.3K-$3.4K2026-10-05
Mosley Wealth Management
INCREASED3,3923,253+139+4%$226.1K$232.9K+$6.8K2026-10-16
Stonehearth Capital Management, LLC
DECREASED3,2983,315-17-1%$230.4K$226.0K-$4.4K2026-10-13
Compass Ion Advisors, LLC
NEW3,280—+3,280——$224.7K—2026-10-23
Mullooly Asset Management, Inc.
UNCHANGED3,2613,26100%$226.6K$223.6K-$3.0K2026-10-30
Philip James Wealth Mangement, LLC
INCREASED3,1473,071+76+2%$213.4K$215.6K+$2.2K2026-10-27
John W. Brooker & Co., CPAs
DECREASED3,1313,177-46-1%$220.8K$214.6K-$6.3K2026-10-21
MCF Advisors LLC
UNCHANGED3,1153,11500%$216.5K$213.4K-$3.1K2026-10-28
4Wealth Advisors, Inc.
NEW3,097—+3,097——$212.9K—2026-10-13
Park Avenue Securities LLC
DECREASED3,0623,314-252-8%$230.0K$210-$229.8K2026-10-26
TFB Advisors LLC
UNCHANGED3,0263,02600%$210.3K$207.3K-$3.0K2026-11-02
Ironwood Financial, llc
UNCHANGED3,0093,00900%$206.1K$206.2K+$302026-10-20
Krilogy Financial LLC
INCREASED3,0072,979+28+1%$207.0K$206.7K-$3102026-10-13
Atria Investments, Inc
DECREASED2,9805,899-2,919-49%$410.0K$204.2K-$205.8K2026-10-15
PFW Advisors LLC
NEW2,941—+2,941——$201.5K—2026-10-07
Gilpin Wealth Management, LLC
INCREASED2,8692,766+103+4%$192.2K$196.6K+$4.3K2026-10-09
Latitude Advisors, LLC
NEW2,724—+2,724——$186.6K—2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED2,6102,61000%$181.4K$178.8K-$2.6K2026-10-27
GGM Financial LLC
INCREASED2,4912,205+286+13%$153.3K$170.7K+$17.4K2026-11-05
Jacobi Capital Management LLC
NEW2,277—+2,277——$156.0K—2026-11-05
Wolff Wiese Magana LLC
DECREASED2,1832,311-128-6%$160.6K$149.6K-$11.0K2026-10-15
IFP Advisors, Inc
INCREASED1,8901,004+886+88%$69.8K$129.5K+$59.7K2026-10-16
Cape Investment Advisory, Inc.
INCREASED1,8601,854+6+0%$128.9K$127.5K-$1.4K2026-10-13
Elevation Wealth Partners, LLC
INCREASED1,7621,748+14+1%$121.5K$120.7K-$7992026-10-07
Downshift Financial, LLC
UNCHANGED1,7541,75400%$121.9K$120.2K-$1.7K2026-10-13
Spire Wealth Management
UNCHANGED1,6911,69100%$117.5K$115.9K-$1.7K2026-10-30
Bullock Wealth Management Group
DECREASED1,6451,696-51-3%$117.4K$112.8K-$4.7K2026-10-09
CKW Financial Group
INCREASED1,5231,467+56+4%$102.0K$104-$101.9K2026-10-29
Vima LLC
UNCHANGED1,5171,51700%$105.4K$103.9K-$1.5K2026-10-23
Elevated Capital Advisors, LLC
DECREASED1,4641,894-430-23%$131.6K$100.3K-$31.3K2026-11-04
Evermay Wealth Management LLC
DECREASED1,3111,458-147-10%$101.3K$89.8K-$11.5K2026-11-05
Mather Group, Llc.
DECREASED1,3056,222-4,917-79%$432.4K$89.4K-$343.0K2026-10-14
Kingdom Financial Group Llc.
NEW1,256—+1,256——$86.1K—2026-11-04
Lloyd Advisory Services, Llc.
INCREASED1,16134+1,127+3315%$2.4K$79.6K+$77.2K2026-11-02
Asset Dedication, LLC
DECREASED1,1332,600-1,467-56%$180.7K$77.6K-$103.1K2026-11-03
Rossby Financial, LCC
INCREASED1,03120+1,011+5055%$1.4K$70.7K+$69.3K2026-11-05
Creative Capital Management Investments LLC
NEW1,020—+1,020——$69.9K—2026-10-28
Mascoma Wealth Management LLC
INCREASED1,002917+85+9%$63.7K$68.7K+$4.9K2026-10-23
Arvest Investments, Inc.
UNCHANGED88388300%$61.4K$60.5K-$8652026-10-21
Bay Harbor Wealth Management, LLC
UNCHANGED84684600%$58.8K$58.0K-$8292026-11-03
Creative Financial Designs Inc
INCREASED759449+310+69%$31.2K$52.0K+$20.8K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED75075000%$52.1K$51.4K-$7352026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED651681-30-4%$47.4K$44.6K-$2.7K2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED64664600%$44.9K$44.3K-$6342026-11-04
Oakworth Capital, Inc.
UNCHANGED63963900%$44.4K$43.8K-$6272026-10-26
Comprehensive Financial Planning, Inc.
INCREASED585581+4+1%$40.4K$40.1K-$2662026-10-27
Concord Wealth Partners
DECREASED578582-4-1%$40.4K$39.6K-$8162026-11-02
Arlington Trust Co LLC
DECREASED573837-264-32%$58.2K$39.3K-$18.9K2026-10-20
Milestone Investment Advisors LLC
UNCHANGED55555500%$38.6K$38.0K-$5442026-11-05
Jnba Financial Advisors
UNCHANGED52452400%$36.4K$35.9K-$5132026-11-03
AlphaCore Capital LLC
INCREASED493129+364+282%$9.0K$33.8K+$24.8K2026-11-04
Tsfg, LLC
UNCHANGED46546500%$32.0K$32-$32.0K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED41641600%$28.9K$28.5K-$4072026-10-23
Midwest Capital Advisors, LLC
UNCHANGED40040000%$27.8K$27.4K-$3922026-11-04
Signature Equity Partners, LLC
UNCHANGED33733700%$23.4K$23.1K-$3312026-10-29
Abound Wealth Management
DECREASED250303-53-17%$21.1K$17.1K-$3.9K2026-10-26
Compass Financial Management LLC
INCREASED241239+2+1%$16.6K$16.5K-$1092026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED24024000%$16.7K$16.4K-$2352026-10-27
Archer Investment Corp
UNCHANGED21521500%$14.9K$14.7K-$2112026-11-05
Highline Wealth Partners LLC
DECREASED205224-19-8%$15.6K$14.0K-$1.5K2026-10-19
US Bancorp \de\
UNCHANGED20020000%$13.9K$13.7K-$1962026-11-05
Strategic Advocates LLC
UNCHANGED16116100%$11.2K$11.0K-$1582026-11-03
Lodestone Wealth Management LLC
DECREASED151153-2-1%$10.6K$10.4K-$2762026-10-14
Heritage Family Offices, LLP
NEW125—+125——$8.6K—2026-11-02
Sarver Vrooman Wealth Advisors
UNCHANGED333300%$2.3K$2.3K-$212026-10-01
DecisionPoint Financial, LLC
NEW29—+29——$2.0K—2026-10-27
Larson Financial Group LLC
NEW1—+1——$69—2026-11-05
Elevation Capital Advisory, LLC
CLOSED018,986-18,986-100%$1.3M$0-$1.3M2026-10-29
Golden State Wealth Management, LLC
CLOSED011,613-11,613-100%$807.1K$0-$807.1K2026-11-02
Snider Financial Group
CLOSED07,717-7,717-100%$536.3K$0-$536.3K2026-10-16
International Assets Investment Management, LLC
CLOSED06,323-6,323-100%$437.7K$0-$437.7K2026-11-02
Elevate Wealth Advisory, Inc
CLOSED05,198-5,198-100%$361.3K$0-$361.3K2026-10-29
Compound Planning, Inc.
CLOSED05,041-5,041-100%$350.4K$0-$350.4K2026-11-05
Carret Asset Management, LLC
CLOSED04,897-4,897-100%$340.3K$0-$340.3K2026-11-04
Cooper Financial Group
CLOSED03,884-3,884-100%$269.9K$0-$269.9K2026-10-07
MGO One Seven LLC
CLOSED02,900-2,900-100%$201.5K$0-$201.5K2026-10-28
Founders Capital Management
CLOSED0406-406-100%$28.2K$0-$28.2K2026-10-13
Acima Private Wealth, LLC
CLOSED0131-131-100%$9.1K$0-$9.1K2026-10-05
Blue Trust, Inc.
CLOSED0100-100-100%$7.0K$0-$7.0K2026-10-15
Stone House Investment Management, LLC
CLOSED0100-100-100%$7.0K$0-$7.0K2026-10-23
Robinswood Financial LLC
CLOSED061-61-100%$4.2K$0-$4.2K2026-10-20
Aventus Investment Advisors, Inc.
CLOSED01-1-100%$70$0-$702026-10-09
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
BlackRock, Inc.
N/A—1,957,720-1,957,720-100%$136.1M———
LPL Financial LLC
N/A—1,065,599-1,065,599-100%$74.1M———
JPMorgan Chase & Co
N/A—668,197-668,197-100%$46.3M———
Bank of America Corp
N/A—586,162-586,162-100%$40.7M———
Wells Fargo & Company
N/A—562,914-562,914-100%$39.1M———
Morgan Stanley
N/A—524,925-524,925-100%$36.5M———
Foundations Investment Advisors, LLC
N/A—389,262-389,262-100%$27.1M———
Focus Partners Wealth
N/A—336,606-336,606-100%$23.4M———
Royal Bank of Canada
N/A—300,065-300,065-100%$20.9M———
BSW Wealth Partners
N/A—276,966-276,966-100%$19.2M———
Waverly Advisors, LLC
N/A—246,729-246,729-100%$17.1M———
Raymond James Financial Inc
N/A—241,716-241,716-100%$16.8M———
Osaic Holdings, Inc.
N/A—216,818-216,818-100%$15.1M———
UBS Group AG
N/A—187,500-187,500-100%$13.0M———
Stifel Financial Corp
N/A—183,986-183,986-100%$12.8M———
Cetera Investment Advisers
N/A—178,223-178,223-100%$12.4M———
Ellenbecker Investment Group
N/A—159,634-159,634-100%$11.1M———
Phil A. Younker & Associates, Ltd.
N/A—157,991-157,991-100%$11.0M———
One Capital Management, LLC
N/A—123,544-123,544-100%$8.0M———
Hanover Advisors Inc
N/A—121,374-121,374-100%$8.4M———
Eight 31 Financial, LLC
N/A—111,621-111,621-100%$7.8M———
Hopwood Nicholas Hunter
N/A—109,627-109,627-100%$7.6M———
Envestnet Asset Management Inc
N/A—105,641-105,641-100%$7.3M———
Cogent Private Wealth, Inc.
N/A—88,416-88,416-100%$6.1M———
Prosperity Consulting Group, LLC
N/A—87,427-87,427-100%$6.1M———
RWA Wealth Partners, LLC
N/A—81,939-81,939-100%$5.7M———
First Foundation Advisors
N/A—79,255-79,255-100%$5.5M———
Stratos Wealth Partners, Ltd.
N/A—77,912-77,912-100%$5.4M———
Mariner, LLC
N/A—77,042-77,042-100%$5.4M———
Almitas Capital LLC
N/A—69,946-69,946-100%$4.9M———
Lbmc Investment Advisors, LLC
N/A—69,427-69,427-100%$4.8M———
Ameriprise Financial Inc
N/A—63,746-63,746-100%$4.5M———
Benjamin Edwards Inc
N/A—60,403-60,403-100%$4.2M———
GeoWealth Management, LLC
N/A—59,761-59,761-100%$4.2M———
BlueStem Wealth Partners, LLC
N/A—58,683-58,683-100%$4.1M———
HighPoint Advisor Group LLC
N/A—56,816-56,816-100%$3.9M———
&partners
N/A—55,969-55,969-100%$3.9M———
National Bank of Canada
N/A—55,167-55,167-100%$3.8M———
HighTower Advisors, LLC
N/A—50,340-50,340-100%$3.5M———
Dakota Wealth Management
N/A—49,269-49,269-100%$3.4M———
Harbour Investments, Inc.
N/A—47,233-47,233-100%$3.3M———
Susquehanna International Group, LLP
N/A—42,673-42,673-100%$3.0M———
IFG Advisory, LLC
N/A—38,843-38,843-100%$2.7M———
Cahill Financial Advisors Inc
N/A—38,610-38,610-100%$2.7M———
FAS Wealth Partners, Inc.
N/A—36,722-36,722-100%$2.6M———
Tiaa Wealth Investment Management LLC
N/A—36,472-36,472-100%$2.5M———
Vines Capital Management, LLC
N/A—35,755-35,755-100%$2.5M———
Janney Montgomery Scott LLC
N/A—35,317-35,317-100%$2.5M———
Private Advisor Group, LLC
N/A—32,734-32,734-100%$2.3M———
Captrust Financial Advisors
N/A—30,949-30,949-100%$2.2M———
EP Wealth Advisors, LLC
N/A—30,316-30,316-100%$2.1M———
Jones Financial Companies Lllp
N/A—30,050-30,050-100%$2.1M———
Bank of Montreal
N/A—29,905-29,905-100%$2.1M———
Allworth Financial LP
N/A—29,881-29,881-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—28,767-28,767-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—28,530-28,530-100%$2.0M———
Equitable Holdings, Inc.
N/A—28,251-28,251-100%$2.0M———
Mutual Advisors, LLC
N/A—28,175-28,175-100%$2.0M———
Institute for Wealth Management, Llc.
N/A—28,027-28,027-100%$1.9M———
IMA Advisory Services, Inc.
N/A—27,076-27,076-100%$1.9M———
Rothschild Wealth LLC
N/A—26,209-26,209-100%$1.8M———
Federation des caisses Desjardins du Quebec
N/A—25,133-25,133-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—24,833-24,833-100%$1.7M———
Partners Capital Investment Group, LLP
N/A—24,421-24,421-100%$1.7M———
Westmount Partners, LLC
N/A—24,291-24,291-100%$1.7M———
Legacy Financial Group LLC
N/A—23,885-23,885-100%$1.7M———
Cerity Partners LLC
N/A—23,806-23,806-100%$1.7M———
Sanctuary Advisors, LLC
N/A—23,264-23,264-100%$1.6M———
Northwestern Mutual Wealth Management Co
N/A—23,196-23,196-100%$1.6M———
Orcam Financial Group
N/A—21,478-21,478-100%$1.5M———
Piedmont Capital Management, LLC
N/A—20,351-20,351-100%$1.4M———
FMR LLC
N/A—19,847-19,847-100%$1.4M———
Global Retirement Partners, LLC
N/A—19,048-19,048-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—18,983-18,983-100%$1.3M———
Sequoia Financial Advisors, LLC
N/A—18,603-18,603-100%$1.3M———
MML Investors Services, LLC
N/A—17,880-17,880-100%$1.2M———
Manning & Napier Advisors LLC
N/A—17,733-17,733-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—17,634-17,634-100%$1.2M———
Integrity Financial Corp
N/A—17,367-17,367-100%$1.2M———
Jupiter Topco LLC
N/A—17,289-17,289-100%$1.2M———
Northstar Group, Inc.
N/A—17,015-17,015-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—16,505-16,505-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—15,760-15,760-100%$1.1M———
Clearstead Advisors, LLC
N/A—15,730-15,730-100%$1.1M———
AE Wealth Management LLC
N/A—15,000-15,000-100%$1.0M———
Rosenblum Silverman Sutton S F Inc
N/A—13,550-13,550-100%$941.7K———
Summit Wealth Partners, LLC
N/A—13,405-13,405-100%$931.7K———
Renaissance Technologies LLC
N/A—13,300-13,300-100%$924.4K———
Beacon Pointe Advisors, LLC
N/A—13,166-13,166-100%$915.1K———
Savvy Advisors, Inc.
N/A—12,765-12,765-100%$887.1K———
Savant Capital, LLC
N/A—12,713-12,713-100%$883.6K———
Palisade Capital Management, LP
N/A—12,438-12,438-100%$864.5K———
Sovereign Financial Group, Inc.
N/A—12,177-12,177-100%$846.3K———
Pure Financial Advisors, LLC
N/A—11,596-11,596-100%$805.9K———
Ameritas Advisory Services, LLC
N/A—10,903-10,903-100%$757.8K———
Valmark Advisers, Inc.
N/A—10,841-10,841-100%$753.5K———
Integrity Wealth Solutions LLC
N/A—10,831-10,831-100%$752.8K———
World Investment Advisors
N/A—10,689-10,689-100%$687.8K———
Composition Wealth, LLC
N/A—10,561-10,561-100%$734.0K———
Mercer Global Advisors Inc
N/A—10,553-10,553-100%$733.5K———
NewEdge Advisors, LLC
N/A—10,266-10,266-100%$713.5K———
Brio Consultants, LLC
N/A—10,007-10,007-100%$695.5K———
EFG International AG
N/A—9,673-9,673-100%$672.3K———
SOA Wealth Advisors, Llc.
N/A—9,650-9,650-100%$670.7K———
Camarda Financial Advisors, LLC
N/A—9,617-9,617-100%$668.4K———
Godshalk Welsh Capital Management, Inc.
N/A—9,594-9,594-100%$666.8K———
MOR Wealth Management, LLC
N/A—9,348-9,348-100%$649.7K———
Venturi Wealth Management, LLC
N/A—9,228-9,228-100%$641.3K———
Coastal Bridge Advisors, LLC
N/A—9,029-9,029-100%$627.5K———
Kingsview Wealth Management, LLC
N/A—8,919-8,919-100%$619.9K———
Bessemer Group Inc
N/A—8,892-8,892-100%$618.0K———
Gladstone Institutional Advisory LLC
N/A—8,793-8,793-100%$611.1K———
Nicolet Bankshares Inc
N/A—8,578-8,578-100%$594.3K———
Cerity Partners Retirement Plan Advisors LLC
N/A—8,469-8,469-100%$587.0K———
HFM Investment Advisors, LLC
N/A—8,181-8,181-100%$568.5K———
Mountain Capital Investment Advisors Inc.
N/A—7,842-7,842-100%$545.0K———
CIBC Bancorp USA Inc.
N/A—7,507-7,507-100%$521.7K———
Ameriflex Group, Inc.
N/A—7,392-7,392-100%$513.7K———
Cresset Asset Management, LLC
N/A—7,342-7,342-100%$510.3K———
Steward Partners Investment Advisory, LLC
N/A—7,188-7,188-100%$499.6K———
Boston Research & Management Inc
N/A—7,061-7,061-100%$490.7K———
Continuum Advisory, LLC
N/A—7,038-7,038-100%$489.2K———
Qube Research & Technologies Ltd
N/A—6,955-6,955-100%$483.4K———
Jaffetilchin Investment Partners, LLC
N/A—6,940-6,940-100%$482.3K———
Centaurus Financial, Inc.
N/A—6,750-6,750-100%$469.0K———
Scotia Capital Inc.
N/A—6,735-6,735-100%$468.4K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—6,574-6,574-100%$456.9K———
BCV Asset Management Inc.
N/A—6,438-6,438-100%$447.1K———
Advisory Services Network, LLC
N/A—6,272-6,272-100%$435.9K———
Northern Trust Corp
N/A—6,131-6,131-100%$426.1K———
Bellwether Advisors, LLC
N/A—6,115-6,115-100%$425.0K———
Wealthedge Investment Advisors, LLC
N/A—5,966-5,966-100%$414.7K———
Premier Private Wealth Management LLC
N/A—5,868-5,868-100%$407.8K———
Rothschild Investment LLC
N/A—5,675-5,675-100%$394.4K———
PFG Investments, LLC
N/A—5,624-5,624-100%$390.9K———
Peregrine Asset Advisers, Inc.
N/A—5,518-5,518-100%$383.5K———
Per Stirling Capital Management, Llc.
N/A—5,468-5,468-100%$380.0K———
Merit Financial Group, LLC
N/A—5,268-5,268-100%$366.2K———
CIBC World Market Inc.
N/A—5,145-5,145-100%$357.6K———
Chesapeake Wealth Management
N/A—4,950-4,950-100%$344.0K———
SouthState Bank Corp
N/A—4,863-4,863-100%$338.0K———
Arax Advisory Partners
N/A—4,856-4,856-100%$337.5K———
Koss-Olinger Consulting, LLC
N/A—4,839-4,839-100%$336.3K———
Capital Analysts, LLC
N/A—4,803-4,803-100%$316.0K———
MAI Capital Management
N/A—4,487-4,487-100%$311.8K———
Regal Investment Advisors LLC
N/A—4,457-4,457-100%$309.8K———
Geneos Wealth Management Inc.
N/A—4,395-4,395-100%$305.5K———
Silver OAK Securities, Incorporated
N/A—4,391-4,391-100%$305.2K———
O'shaughnessy Asset Management, LLC
N/A—4,334-4,334-100%$301.2K———
Millstone Evans Group, LLC
N/A—4,217-4,217-100%$293.1K———
Wealthquest Corp
N/A—4,185-4,185-100%$290.9K———
Cascades Capital Asset Management, LLC
N/A—4,150-4,150-100%$288.4K———
Purpose Unlimited Inc.
N/A—4,145-4,145-100%$288.0K———
AQR Capital Management LLC
N/A—4,062-4,062-100%$282.3K———
JMG Financial Group, Ltd.
N/A—3,996-3,996-100%$277.7K———
Zacks Investment Management
N/A—3,993-3,993-100%$277.5K———
Van Hulzen Asset Management, LLC
N/A—3,910-3,910-100%$271.7K———
Great Valley Advisor Group, Inc.
N/A—3,884-3,884-100%$270.2K———
HM Payson & Co
N/A—3,725-3,725-100%$258.9K———
Wealthspire Advisors, LLC
N/A—3,668-3,668-100%$254.9K———
Mrwm Advisors, LLC
N/A—3,633-3,633-100%$252.5K———
SageView Advisory Group, LLC
N/A—3,563-3,563-100%$247.6K———
Bcwm, LLC
N/A—3,438-3,438-100%$239.0K———
FCA Corp
N/A—3,430-3,430-100%$238.4K———
CarsonAllaria Wealth Management, Ltd.
N/A—3,413-3,413-100%$237.2K———
Tobias Financial Advisors, Inc.
N/A—3,357-3,357-100%$233.3K———
Two Sigma Securities, LLC
N/A—3,344-3,344-100%$232.4K———
Goldman Sachs Group Inc
N/A—3,286-3,286-100%$228.4K———
PCG Wealth Advisors, LLC
N/A—3,205-3,205-100%$222.8K———
Financial Strategies Group, Inc.
N/A—3,097-3,097-100%$212.5K———
Plotkin Financial Advisors, LLC
N/A—3,097-3,097-100%$215.2K———
Snowden Capital Advisors LLC
N/A—3,082-3,082-100%$214.2K———
Denver Wealth Management, Inc.
N/A—2,951-2,951-100%$205.1K———
Godfrey Financial Associates, Inc.
N/A—1,983-1,983-100%$137.8K———
Oxford Financial Group, Ltd. LLC
N/A—1,677-1,677-100%$116.6K———
Regatta Research & Money Management
N/A—1,643-1,643-100%$114.2K———
Wellington-Altus USA Inc.
N/A—1,336-1,336-100%$86.0K———
Aptus Capital Advisors, LLC
N/A—1,254-1,254-100%$87.2K———
Strategic Investment Solutions, Inc.
N/A—1,178-1,178-100%$81.8K———
PNC Financial Services Group, Inc.
N/A—1,069-1,069-100%$74.3K———
BFC Planning, Inc.
N/A—630-630-100%$43.8K———
N.E.W. Advisory Services LLC
N/A—520-520-100%$36.2K———
Gould Capital, LLC
N/A—500-500-100%$34.8K———
Ancora Advisors LLCA
N/A—416-416-100%$28.9K———
1 North Wealth Services LLC
N/A—325-325-100%$22.6K———
Oakmont Advisory Group, LLC
N/A—306-306-100%$21.3K———
New Republic Capital, LLC
N/A—272-272-100%$18.9K———
10Elms LLP
N/A—264-264-100%$18.3K———
Fiduciary Financial Advisors
N/A—190-190-100%$13.2K———
JPL Wealth Management, LLC
N/A—179-179-100%$12.4K———
Clearstead Trust, LLC
N/A—155-155-100%$10.8K———
Paladin Advisory Group, LLC
N/A—148-148-100%$10.3K———
Medallion Wealth Advisors, LLC
N/A—101-101-100%$7.1K———
Hantz Financial Services, Inc.
N/A—86-86-100%$6.0K———
Steigerwald, Gordon & Koch Inc.
N/A—60-60-100%$4.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—57-57-100%$4.0K———
Aberdeen Wealth Management LLC
N/A—50-50-100%$3.5K———
Fourth Dimension Wealth, LLC
N/A—47-47-100%$3.3K———
Russell Investments Group, Ltd.
N/A—30-30-100%$2.1K———
Strategic Wealth Partners, Ltd.
N/A—29-29-100%$2.0K———
Darwin Wealth Management, LLC
N/A—22-22-100%$1.5K———
Cbiz Investment Advisory Services, LLC
N/A—5-5-100%$322———
Sankala Group LLC
N/A—1-1-100%$70———
Showing 474 of 474 institutions