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Ishares Core 40/60 Moderate (AOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Weitzel Financial Services, Inc.
INCREASED
Shares323,437 from 315,749
Change+7,688 (+2%)
Value$15.7M (+$148.7K)
Filed 2026-10-16
AJ Advisors, LLC
INCREASED
Shares296,525 from 283,095
Change+13,430 (+5%)
Value$14.5M (+$329.0K)
Filed 2026-10-29
Weaver Consulting Group
DECREASED
Shares173,018 from 178,155
Change-5,137 (-3%)
Value$8.4M (-$455.2K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares145,779 from 146,926
Change-1,147 (-1%)
Value$7.1M (-$224.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares122,124 from 119,528
Change+2,596 (+2%)
Value$6.0K (-$6.0M)
Filed 2026-11-02
Royal Fund Management, LLC
INCREASED
Shares116,470 from 113,660
Change+2,810 (+2%)
Value$5.7M (+$6.3K)
Filed 2026-10-22
JIM Saulnier & Associates, LLC
INCREASED
Shares115,558 from 62,051
Change+53,507 (+86%)
Value$5.6M (+$2.5M)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares110,821 from 109,571
Change+1,250 (+1%)
Value$5.4M (-$65.1K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares91,770 from 145,264
Change-53,494 (-37%)
Value$4.5M (-$2.8M)
Filed 2026-10-26
Taylor Financial Group, Inc.
INCREASED
Shares90,076 from 81,107
Change+8,969 (+11%)
Value$4.4M (+$343.9K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares85,952 from 90,161
Change-4,209 (-5%)
Value$4.2M (-$308.8K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED
Shares78,217 from 79,435
Change-1,218 (-2%)
Value$3.8M (-$150.7K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares73,336 from 67,914
Change+5,422 (+8%)
Value$3.6M (+$214.4K)
Filed 2026-10-13
Consilium Wealth Advisory, LLC
INCREASED
Shares72,346 from 71,955
Change+391 (+1%)
Value$3.5M (-$63.7K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares69,816 from 65,263
Change+4,553 (+7%)
Value$3.4M (+$146.9K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares68,520 from 73,102
Change-4,582 (-6%)
Value$3.3M (-$307.4K)
Filed 2026-10-22
True Private Wealth Advisors
INCREASED
Shares67,833 from 49,534
Change+18,299 (+37%)
Value$3.3M (+$834.9K)
Filed 2026-10-19
Basso Capital Management, L.P.
INCREASED
Shares66,833 from 62,530
Change+4,303 (+7%)
Value$3.3M (+$137.8K)
Filed 2026-10-30
VVR Holdings LLC
INCREASED
Shares59,393 from 58,410
Change+983 (+2%)
Value$2.9M (-$19.2K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares55,535 from 49,669
Change+5,866 (+12%)
Value$2.7M (+$228.8K)
Filed 2026-10-16
Enclave Advisors LLC
DECREASED
Shares44,375 from 45,013
Change-638 (-1%)
Value$2.2M (-$82.9K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares43,898 from 44,541
Change-643 (-1%)
Value$2.1M (-$82.5K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares42,540 from 193,700
Change-151,160 (-78%)
Value$2.1K (-$9.7M)
Filed 2026-10-22
Manske Wealth Management
DECREASED
Shares41,945 from 42,211
Change-266 (-1%)
Value$2.0M (-$61.5K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
INCREASED
Shares40,300 from 37,300
Change+3,000 (+8%)
Value$2.0M (+$103.3K)
Filed 2026-10-26
Legacy Wealth Partners, LLC
INCREASED
Shares31,757 from 30,901
Change+856 (+3%)
Value$1.5M (+$6.2K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
INCREASED
Shares31,143 from 29,810
Change+1,333 (+4%)
Value$1.5M (+$30.7K)
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares30,192 from 32,354
Change-2,162 (-7%)
Value$1.5M (-$142.6K)
Filed 2026-10-15
LifePlan Financial, LLC
DECREASED
Shares30,111 from 35,023
Change-4,912 (-14%)
Value$1.5M (-$281.5K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares26,059 from 21,076
Change+4,983 (+24%)
Value$1.3M (+$218.6K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares25,663 from 5,006
Change+20,657 (+413%)
Value$1.3M (+$1.0M)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares25,358 from 20,769
Change+4,589 (+22%)
Value$1.2M (+$199.8K)
Filed 2026-10-14
R2 Capital Strategies, LLC
DECREASED
Shares25,161 from 26,909
Change-1,748 (-6%)
Value$1.2M (-$116.1K)
Filed 2026-10-15
RDA Financial Network
UNCHANGED
Shares24,320 from 24,320
Change0 (0%)
Value$1.2M (-$28.0K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares23,554 from 24,050
Change-496 (-2%)
Value$1.1M (-$51.8K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
INCREASED
Shares23,446 from 10,857
Change+12,589 (+116%)
Value$1.1M (+$601.1K)
Filed 2026-11-02
Fort Henry Capital, LLC
INCREASED
Shares23,034 from 22,793
Change+241 (+1%)
Value$1.1M (-$14.5K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares22,093 from 22,907
Change-814 (-4%)
Value$1.1M (-$66.0K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares21,756 from 22,162
Change-406 (-2%)
Value$1.1M (-$45.3K)
Filed 2026-10-13
MCF Advisors LLC
DECREASED
Shares20,670 from 23,081
Change-2,411 (-10%)
Value$1.0M (-$144.1K)
Filed 2026-10-28
ARQ Wealth Advisors, LLC
DECREASED
Shares20,663 from 23,725
Change-3,062 (-13%)
Value$1.0M (-$156.8K)
Filed 2026-10-29
Investment Partners, Ltd.
INCREASED
Shares20,625 from 10,606
Change+10,019 (+94%)
Value$1.0M (+$476.1K)
Filed 2026-10-29
CGN Advisors LLC
INCREASED
Shares19,439 from 19,198
Change+241 (+1%)
Value$947.5K (-$10.3K)
Filed 2026-10-21
Thrive Capital Management, LLC
INCREASED
Shares18,897 from 18,811
Change+86 (+0%)
Value$921.0K (-$17.4K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED
Shares18,819 from 19,037
Change-218 (-1%)
Value$917.2K (-$32.5K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares17,497 from 16,617
Change+880 (+5%)
Value$852.8K (+$23.8K)
Filed 2026-10-09
Marino, Stram & Associates LLC
INCREASED
Shares17,490 from 17,465
Change+25 (+0%)
Value$852.5K (-$18.9K)
Filed 2026-10-22
Ritholtz Wealth Management
DECREASED
Shares17,422 from 18,319
Change-897 (-5%)
Value$849.2K (-$64.8K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares16,990 from 16,989
Change+1 (+0%)
Value$828.1K (-$19.5K)
Filed 2026-10-21
Unique Wealth, LLC
INCREASED
Shares15,237 from 14,722
Change+515 (+4%)
Value$742.7K (+$8.2K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
NEW
Shares15,000
Change+15,000
Value$731.1K
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
DECREASED
Shares14,744 from 15,286
Change-542 (-4%)
Value$718.6K (-$44.0K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares14,655 from 12,888
Change+1,767 (+14%)
Value$714.3K (+$71.3K)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares13,946 from 26,573
Change-12,627 (-48%)
Value$679.7K (-$646.0K)
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares13,636 from 8,770
Change+4,866 (+55%)
Value$665.7K (+$235.5K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares13,503 from 13,140
Change+363 (+3%)
Value$658.1K (+$2.6K)
Filed 2026-10-16
Retireful, LLC
NEW
Shares13,408
Change+13,408
Value$653.5K
Filed 2026-10-09
SteelPeak Wealth, LLC
DECREASED
Shares12,547 from 13,349
Change-802 (-6%)
Value$611.6K (-$54.4K)
Filed 2026-10-16
WestEnd Advisors, LLC
INCREASED
Shares12,302 from 3
Change+12,299 (+409967%)
Value$599.6K (+$599.4K)
Filed 2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares12,121 from 12,121
Change0 (0%)
Value$590.8K (-$13.9K)
Filed 2026-10-28
MPS Loria Financial Planners, LLC
INCREASED
Shares11,989 from 11,532
Change+457 (+4%)
Value$584.4K (+$9.0K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares11,960
Change+11,960
Value$586.1K
Filed 2026-11-03
Wealth Forward, LLC
DECREASED
Shares11,747 from 12,335
Change-588 (-5%)
Value$572.5K (-$42.8K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares11,362 from 11,754
Change-392 (-3%)
Value$553.8K (-$32.6K)
Filed 2026-11-05
Ascent Group, LLC
UNCHANGED
Shares11,287 from 11,287
Change0 (0%)
Value$550.1K (-$13.0K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares11,122 from 11,672
Change-550 (-5%)
Value$542.1K (-$40.2K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares10,966 from 10,925
Change+41 (+0%)
Value$534.5K (-$10.6K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares10,195 from 10,141
Change+54 (+1%)
Value$496.9K (-$9.0K)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
INCREASED
Shares9,592 from 9,408
Change+184 (+2%)
Value$467.5K (-$1.9K)
Filed 2026-10-28
Heirloom Wealth Management
DECREASED
Shares9,378 from 10,467
Change-1,089 (-10%)
Value$457.1K (-$65.1K)
Filed 2026-10-14
SimpliFi, Inc.
DECREASED
Shares9,203 from 9,337
Change-134 (-1%)
Value$448.6K (-$17.2K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares8,936 from 8,937
Change-1 (0%)
Value$435.5K (-$10.3K)
Filed 2026-10-08
RTD Financial Advisors, Inc.
DECREASED
Shares8,381 from 8,403
Change-22 (0%)
Value$408.5K (-$10.7K)
Filed 2026-10-09
Bay Harbor Wealth Management, LLC
INCREASED
Shares8,276 from 8,152
Change+124 (+2%)
Value$403.4K (-$3.3K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares7,612 from 8,120
Change-508 (-6%)
Value$371.0K (-$34.1K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares7,501 from 7,439
Change+62 (+1%)
Value$365.6K (-$5.6K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares7,493 from 5,973
Change+1,520 (+25%)
Value$365.2K (+$67.2K)
Filed 2026-10-16
Xena Financial Planning, LLC
UNCHANGED
Shares6,960 from 6,960
Change0 (0%)
Value$339.2K (-$8.0K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares6,895 from 6,879
Change+16 (+0%)
Value$336.1K (-$7.1K)
Filed 2026-10-22
Gallacher Capital Management LLC
DECREASED
Shares6,674 from 15,912
Change-9,238 (-58%)
Value$325.3K (-$468.6K)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares6,619 from 6,219
Change+400 (+6%)
Value$322.6K (+$12.3K)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares6,615 from 7,901
Change-1,286 (-16%)
Value$322.4K (-$71.8K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
DECREASED
Shares6,478 from 10,895
Change-4,417 (-41%)
Value$315.8K (-$227.8K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares6,451 from 6,099
Change+352 (+6%)
Value$314.4K (+$10.2K)
Filed 2026-10-21
Claro Advisors Inc.
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$314.4K (-$7.4K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares6,429 from 6,429
Change0 (0%)
Value$313.4K (-$7.4K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares6,348
Change+6,348
Value$309.4K
Filed 2026-10-30
Worth Financial Advisory Group, LLC
DECREASED
Shares6,337 from 6,355
Change-18 (0%)
Value$308.9K (-$8.2K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares6,271 from 4,945
Change+1,326 (+27%)
Value$306.3K (+$64.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares6,271 from 4,945
Change+1,326 (+27%)
Value$306.3K (+$64.3K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares6,023 from 7,070
Change-1,047 (-15%)
Value$293.6K (-$59.2K)
Filed 2026-11-02
Syverson Strege & Co
DECREASED
Shares5,891 from 6,162
Change-271 (-4%)
Value$287.1K (-$20.3K)
Filed 2026-11-02
MKD Wealth Coaches, LLC
DECREASED
Shares5,740 from 6,118
Change-378 (-6%)
Value$279.8K (-$25.5K)
Filed 2026-10-09
Aprio Wealth Management, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$277.8K (-$6.6K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
INCREASED
Shares5,468 from 5,245
Change+223 (+4%)
Value$266.5K (+$4.8K)
Filed 2026-10-13
Sherman Wealth Management LLC
DECREASED
Shares5,376 from 6,092
Change-716 (-12%)
Value$262.0K (-$41.9K)
Filed 2026-10-16
RAM Investment Partners, LLC
NEW
Shares5,205
Change+5,205
Value$253.7K
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares5,094 from 780
Change+4,314 (+553%)
Value$248.3K (+$209.4K)
Filed 2026-11-05
Smith Partners Wealth Management, LLC
DECREASED
Shares5,007 from 5,215
Change-208 (-4%)
Value$244.0K (-$16.1K)
Filed 2026-11-05
National Wealth Management Group, LLC
INCREASED
Shares4,949 from 4,349
Change+600 (+14%)
Value$241.2K (+$24.2K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares4,938 from 4,938
Change0 (0%)
Value$240.7K (-$5.7K)
Filed 2026-10-16
Mosley Wealth Management
DECREASED
Shares4,811 from 5,228
Change-417 (-8%)
Value$235.0K (-$25.8K)
Filed 2026-10-16
Madrid Financial Services
INCREASED
Shares4,758 from 4,739
Change+19 (+0%)
Value$231.9K (-$4.5K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
NEW
Shares4,670
Change+4,670
Value$227.6K
Filed 2026-10-20
Plan Group Financial, LLC
INCREASED
Shares4,660 from 4,514
Change+146 (+3%)
Value$227.1K (+$1.9K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares4,653 from 4,687
Change-34 (-1%)
Value$226.8K (-$7.0K)
Filed 2026-10-13
Lebenthal Global Advisors, LLC
DECREASED
Shares4,561 from 4,623
Change-62 (-1%)
Value$222.3K (-$8.3K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
DECREASED
Shares4,450 from 4,454
Change-4 (0%)
Value$216.9K (-$5.3K)
Filed 2026-10-21
Aquire Wealth Advisors, LLC
INCREASED
Shares4,443 from 4,327
Change+116 (+3%)
Value$216.6K (+$678)
Filed 2026-10-23
Twelve Points Wealth Management LLC
NEW
Shares4,360
Change+4,360
Value$212.5K
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4,251 from 20,623
Change-16,372 (-79%)
Value$207.2K (-$821.7K)
Filed 2026-10-14
BOS Asset Management, LLC
INCREASED
Shares4,116 from 4,115
Change+1 (+0%)
Value$200.6K (-$4.7K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares3,856 from 3,979
Change-123 (-3%)
Value$187.9K (-$10.6K)
Filed 2026-10-08
Proathlete Wealth Management LLC
INCREASED
Shares3,774 from 3,743
Change+31 (+1%)
Value$183.9K (-$2.8K)
Filed 2026-10-15
Schuylkill Financial LLC
DECREASED
Shares3,443 from 3,491
Change-48 (-1%)
Value$167.8K (-$6.4K)
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares3,379 from 3,379
Change0 (0%)
Value$164.7K (-$3.9K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares3,149 from 3,147
Change+2 (+0%)
Value$153.5K (-$3.5K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares2,925
Change+2,925
Value$142.6K
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares2,923 from 5,056
Change-2,133 (-42%)
Value$142.5K (-$109.8K)
Filed 2026-10-08
Montgomery Financial Services LLC
UNCHANGED
Shares2,833 from 2,833
Change0 (0%)
Value$138.1K (-$3.3K)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$125.7K (-$3.0K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares2,412 from 2,469
Change-57 (-2%)
Value$117.6K (-$5.6K)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares2,071 from 3,907
Change-1,836 (-47%)
Value$100.9K (-$94.0K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$84.7K (-$1.8K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares1,709 from 1,512
Change+197 (+13%)
Value$83.3K (+$7.9K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$80.5K (-$1.9K)
Filed 2026-10-30
Pacific Center for Financial Services
INCREASED
Shares1,617 from 1,604
Change+13 (+1%)
Value$78.8K (-$1.2K)
Filed 2026-10-15
Jnba Financial Advisors
DECREASED
Shares1,383 from 1,386
Change-3 (0%)
Value$67.4K (-$1.7K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares1,299 from 1,701
Change-402 (-24%)
Value$63.4K (-$21.2K)
Filed 2026-10-16
Rossby Financial, LCC
DECREASED
Shares1,248 from 1,272
Change-24 (-2%)
Value$60.8K (-$2.6K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED
Shares1,134 from 1,214
Change-80 (-7%)
Value$55.3K (-$5.3K)
Filed 2026-10-27
GGM Financial LLC
NEW
Shares807
Change+807
Value$39.3K
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares783 from 243
Change+540 (+222%)
Value$38.2K (+$26.0K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares722 from 1,937
Change-1,215 (-63%)
Value$35.2K (-$61.4K)
Filed 2026-11-02
Wolff Wiese Magana LLC
INCREASED
Shares639 from 635
Change+4 (+1%)
Value$31.1K (-$557)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares525 from 523
Change+2 (+0%)
Value$25.6K (-$516)
Filed 2026-11-05
SBK Financial, Inc.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$25.2K (-$596)
Filed 2026-11-02
United Community Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$24.4K (-$575)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares486 from 482
Change+4 (+1%)
Value$23.7K (-$361)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares449 from 446
Change+3 (+1%)
Value$21.9K (-$333)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares410 from 407
Change+3 (+1%)
Value$20.0K (-$303)
Filed 2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$18.0K (-$388)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares367 from 364
Change+3 (+1%)
Value$17.9K (-$271)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$17.6K (-$416)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares261 from 411
Change-150 (-36%)
Value$12.7K (-$7.8K)
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.6K (-$156)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares132 from 133
Change-1 (-1%)
Value$6.5K (-$176)
Filed 2026-10-14
Mascoma Wealth Management LLC
DECREASED
Shares122 from 128
Change-6 (-5%)
Value$5.9K (-$440)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.1K (-$98)
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$4.0K (-$94)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.5K (-$82)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares42
Change+42
Value$2.0K
Filed 2026-11-02
EverSource Wealth Advisors, LLC
NEW
Shares30
Change+30
Value$1.5K
Filed 2026-11-04
Global Financial Private Client, LLC
CLOSED
Shares0 from 21,238
Change-21,238 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
L.K. Benson & Company, P.C.
CLOSED
Shares0 from 14,329
Change-14,329 (-100%)
Value$0 (-$714.9K)
Filed 2026-10-23
Centennial Advisors, LLC
CLOSED
Shares0 from 7,220
Change-7,220 (-100%)
Value$0 (-$360.2K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 6,597
Change-6,597 (-100%)
Value$0 (-$329.1K)
Filed 2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 6,549
Change-6,549 (-100%)
Value$0 (-$326.7K)
Filed 2026-10-23
Atria Investments, Inc
CLOSED
Shares0 from 6,271
Change-6,271 (-100%)
Value$0 (-$312.9K)
Filed 2026-10-15
Mission Wealth Management, LP
CLOSED
Shares0 from 4,132
Change-4,132 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,675
Change-2,675 (-100%)
Value$0 (-$133.5K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 2,145
Change-2,145 (-100%)
Value$0 (-$107.0K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$74.6K)
Filed 2026-11-02
Spire Wealth Management
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$20.2K)
Filed 2026-10-30
Aventus Investment Advisors, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$50)
Filed 2026-10-09
High Note Wealth, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$32)
Filed 2026-10-27
BlackRock, Inc.
N/A
Shares— from 3,067,353
Change-3,067,353 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,208,139
Change-1,208,139 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 576,705
Change-576,705 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 540,513
Change-540,513 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 340,210
Change-340,210 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 305,020
Change-305,020 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 273,226
Change-273,226 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 258,799
Change-258,799 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 233,786
Change-233,786 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 161,473
Change-161,473 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 154,781
Change-154,781 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 137,083
Change-137,083 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 117,762
Change-117,762 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 110,495
Change-110,495 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 84,372
Change-84,372 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 83,370
Change-83,370 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 81,878
Change-81,878 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 76,819
Change-76,819 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 75,237
Change-75,237 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 71,928
Change-71,928 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 65,998
Change-65,998 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 62,037
Change-62,037 (-100%)
Value—
American Trust
N/A
Shares— from 57,302
Change-57,302 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 53,182
Change-53,182 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 49,723
Change-49,723 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 47,720
Change-47,720 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 41,898
Change-41,898 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 41,217
Change-41,217 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,221
Change-36,221 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,706
Change-35,706 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,862
Change-34,862 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,105
Change-31,105 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,074
Change-30,074 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,581
Change-29,581 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 27,928
Change-27,928 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 27,229
Change-27,229 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 26,284
Change-26,284 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 25,510
Change-25,510 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 23,569
Change-23,569 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 23,159
Change-23,159 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 22,004
Change-22,004 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 21,860
Change-21,860 (-100%)
Value—
Blair William & Co
N/A
Shares— from 20,981
Change-20,981 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 20,863
Change-20,863 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,748
Change-19,748 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,596
Change-19,596 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,443
Change-19,443 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,041
Change-19,041 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,818
Change-17,818 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 17,494
Change-17,494 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 16,829
Change-16,829 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,013
Change-15,013 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 14,795
Change-14,795 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,975
Change-13,975 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 13,902
Change-13,902 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,974
Change-11,974 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 11,918
Change-11,918 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,063
Change-11,063 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 10,573
Change-10,573 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,371
Change-10,371 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,074
Change-8,074 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 641
Change-641 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 512
Change-512 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 288
Change-288 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 150
Change-150 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
Weitzel Financial Services, Inc.
INCREASED323,437315,749+7,688+2%$15.6M$15.7M+$148.7K2026-10-16
AJ Advisors, LLC
INCREASED296,525283,095+13,430+5%$14.1M$14.5M+$329.0K2026-10-29
Weaver Consulting Group
DECREASED173,018178,155-5,137-3%$8.9M$8.4M-$455.2K2026-10-07
Commonwealth Equity Services, LLC
DECREASED145,779146,926-1,147-1%$7.3M$7.1M-$224.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED122,124119,528+2,596+2%$6.0M$6.0K-$6.0M2026-11-02
Royal Fund Management, LLC
INCREASED116,470113,660+2,810+2%$5.7M$5.7M+$6.3K2026-10-22
JIM Saulnier & Associates, LLC
INCREASED115,55862,051+53,507+86%$3.1M$5.6M+$2.5M2026-11-04
Focus Financial Network, Inc.
INCREASED110,821109,571+1,250+1%$5.5M$5.4M-$65.1K2026-10-14
Lodestar Private Asset Management LLC
DECREASED91,770145,264-53,494-37%$7.2M$4.5M-$2.8M2026-10-26
Taylor Financial Group, Inc.
INCREASED90,07681,107+8,969+11%$4.0M$4.4M+$343.9K2026-11-02
Truist Financial Corp
DECREASED85,95290,161-4,209-5%$4.5M$4.2M-$308.8K2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED78,21779,435-1,218-2%$4.0M$3.8M-$150.7K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED73,33667,914+5,422+8%$3.4M$3.6M+$214.4K2026-10-13
Consilium Wealth Advisory, LLC
INCREASED72,34671,955+391+1%$3.6M$3.5M-$63.7K2026-10-14
Kestra Advisory Services, LLC
INCREASED69,81665,263+4,553+7%$3.3M$3.4M+$146.9K2026-11-02
Brookstone Capital Management
DECREASED68,52073,102-4,582-6%$3.6M$3.3M-$307.4K2026-10-22
True Private Wealth Advisors
INCREASED67,83349,534+18,299+37%$2.5M$3.3M+$834.9K2026-10-19
Basso Capital Management, L.P.
INCREASED66,83362,530+4,303+7%$3.1M$3.3M+$137.8K2026-10-30
VVR Holdings LLC
INCREASED59,39358,410+983+2%$2.9M$2.9M-$19.2K2026-10-19
Aspiriant, LLC
INCREASED55,53549,669+5,866+12%$2.5M$2.7M+$228.8K2026-10-16
Enclave Advisors LLC
DECREASED44,37545,013-638-1%$2.2M$2.2M-$82.9K2026-10-14
Beacon Financial Advisory LLC
DECREASED43,89844,541-643-1%$2.2M$2.1M-$82.5K2026-10-16
Wedbush Securities Inc
DECREASED42,540193,700-151,160-78%$9.7M$2.1K-$9.7M2026-10-22
Manske Wealth Management
DECREASED41,94542,211-266-1%$2.1M$2.0M-$61.5K2026-10-26
High Net Worth Advisory Group LLC
INCREASED40,30037,300+3,000+8%$1.9M$2.0M+$103.3K2026-10-26
Legacy Wealth Partners, LLC
INCREASED31,75730,901+856+3%$1.5M$1.5M+$6.2K2026-10-15
Patton Albertson Miller Group, LLC
INCREASED31,14329,810+1,333+4%$1.5M$1.5M+$30.7K2026-10-26
Milestone Asset Management, LLC
DECREASED30,19232,354-2,162-7%$1.6M$1.5M-$142.6K2026-10-15
LifePlan Financial, LLC
DECREASED30,11135,023-4,912-14%$1.7M$1.5M-$281.5K2026-10-13
Strategic Blueprint, LLC
INCREASED26,05921,076+4,983+24%$1.1M$1.3M+$218.6K2026-10-22
Thrivent Financial for Lutherans
INCREASED25,6635,006+20,657+413%$250.0K$1.3M+$1.0M2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED25,35820,769+4,589+22%$1.0M$1.2M+$199.8K2026-10-14
R2 Capital Strategies, LLC
DECREASED25,16126,909-1,748-6%$1.3M$1.2M-$116.1K2026-10-15
RDA Financial Network
UNCHANGED24,32024,32000%$1.2M$1.2M-$28.0K2026-10-15
Independent Financial Group, LLC
DECREASED23,55424,050-496-2%$1.2M$1.1M-$51.8K2026-10-13
BridgePort Financial Solutions, LLC
INCREASED23,44610,857+12,589+116%$541.6K$1.1M+$601.1K2026-11-02
Fort Henry Capital, LLC
INCREASED23,03422,793+241+1%$1.1M$1.1M-$14.5K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED22,09322,907-814-4%$1.1M$1.1M-$66.0K2026-11-05
Avior Wealth Management, LLC
DECREASED21,75622,162-406-2%$1.1M$1.1M-$45.3K2026-10-13
MCF Advisors LLC
DECREASED20,67023,081-2,411-10%$1.2M$1.0M-$144.1K2026-10-28
ARQ Wealth Advisors, LLC
DECREASED20,66323,725-3,062-13%$1.2M$1.0M-$156.8K2026-10-29
Investment Partners, Ltd.
INCREASED20,62510,606+10,019+94%$529.1K$1.0M+$476.1K2026-10-29
CGN Advisors LLC
INCREASED19,43919,198+241+1%$957.8K$947.5K-$10.3K2026-10-21
Thrive Capital Management, LLC
INCREASED18,89718,811+86+0%$938.5K$921.0K-$17.4K2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED18,81919,037-218-1%$949.8K$917.2K-$32.5K2026-10-13
Gilpin Wealth Management, LLC
INCREASED17,49716,617+880+5%$829.0K$852.8K+$23.8K2026-10-09
Marino, Stram & Associates LLC
INCREASED17,49017,465+25+0%$871.3K$852.5K-$18.9K2026-10-22
Ritholtz Wealth Management
DECREASED17,42218,319-897-5%$913.9K$849.2K-$64.8K2026-11-05
Axxcess Wealth Management, LLC
INCREASED16,99016,989+1+0%$847.6K$828.1K-$19.5K2026-10-21
Unique Wealth, LLC
INCREASED15,23714,722+515+4%$734.5K$742.7K+$8.2K2026-10-16
Pinnacle Wealth Planning Services, Inc.
NEW15,000—+15,000——$731.1K—2026-10-27
Mesirow Financial Investment Management, Inc.
DECREASED14,74415,286-542-4%$762.6K$718.6K-$44.0K2026-11-05
Visionary Wealth Advisors
INCREASED14,65512,888+1,767+14%$643.0K$714.3K+$71.3K2026-11-04
HUB Investment Partners, LLC
DECREASED13,94626,573-12,627-48%$1.3M$679.7K-$646.0K2026-11-03
Cornerstone Planning Group LLC
INCREASED13,6368,770+4,866+55%$430.2K$665.7K+$235.5K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED13,50313,140+363+3%$655.5K$658.1K+$2.6K2026-10-16
Retireful, LLC
NEW13,408—+13,408——$653.5K—2026-10-09
SteelPeak Wealth, LLC
DECREASED12,54713,349-802-6%$666.0K$611.6K-$54.4K2026-10-16
WestEnd Advisors, LLC
INCREASED12,3023+12,299+409967%$153$599.6K+$599.4K2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED12,12112,12100%$604.7K$590.8K-$13.9K2026-10-28
MPS Loria Financial Planners, LLC
INCREASED11,98911,532+457+4%$575.3K$584.4K+$9.0K2026-10-14
StoneX Group Inc.
NEW11,960—+11,960——$586.1K—2026-11-03
Wealth Forward, LLC
DECREASED11,74712,335-588-5%$615.4K$572.5K-$42.8K2026-10-14
Central Trust Co
DECREASED11,36211,754-392-3%$586.4K$553.8K-$32.6K2026-11-05
Ascent Group, LLC
UNCHANGED11,28711,28700%$563.1K$550.1K-$13.0K2026-10-30
Sigma Planning Corp
DECREASED11,12211,672-550-5%$582.3K$542.1K-$40.2K2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED10,96610,925+41+0%$545.1K$534.5K-$10.6K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED10,19510,141+54+1%$505.9K$496.9K-$9.0K2026-10-21
Moss Adams Wealth Advisors LLC
INCREASED9,5929,408+184+2%$469.4K$467.5K-$1.9K2026-10-28
Heirloom Wealth Management
DECREASED9,37810,467-1,089-10%$522.2K$457.1K-$65.1K2026-10-14
SimpliFi, Inc.
DECREASED9,2039,337-134-1%$465.8K$448.6K-$17.2K2026-10-28
First Heartland Consultants, Inc.
DECREASED8,9368,937-10%$445.9K$435.5K-$10.3K2026-10-08
RTD Financial Advisors, Inc.
DECREASED8,3818,403-220%$419.2K$408.5K-$10.7K2026-10-09
Bay Harbor Wealth Management, LLC
INCREASED8,2768,152+124+2%$406.7K$403.4K-$3.3K2026-11-03
Tempus Wealth Planning, LLC
DECREASED7,6128,120-508-6%$405.1K$371.0K-$34.1K2026-10-14
RFG Advisory, LLC
INCREASED7,5017,439+62+1%$371.1K$365.6K-$5.6K2026-11-03
PFG Advisors
INCREASED7,4935,973+1,520+25%$298.0K$365.2K+$67.2K2026-10-16
Xena Financial Planning, LLC
UNCHANGED6,9606,96000%$347.2K$339.2K-$8.0K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED6,8956,879+16+0%$343.2K$336.1K-$7.1K2026-10-22
Gallacher Capital Management LLC
DECREASED6,67415,912-9,238-58%$793.9K$325.3K-$468.6K2026-10-30
Archford Capital Strategies, LLC
INCREASED6,6196,219+400+6%$310.3K$322.6K+$12.3K2026-10-19
Lido Advisors, LLC
DECREASED6,6157,901-1,286-16%$394.2K$322.4K-$71.8K2026-11-04
Clear Creek Financial Management, LLC
DECREASED6,47810,895-4,417-41%$543.6K$315.8K-$227.8K2026-10-28
Assetmark, Inc
INCREASED6,4516,099+352+6%$304.3K$314.4K+$10.2K2026-10-21
Claro Advisors Inc.
UNCHANGED6,4506,45000%$321.8K$314.4K-$7.4K2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED6,4296,42900%$320.7K$313.4K-$7.4K2026-10-15
Provenance Wealth Advisors, LLC
NEW6,348—+6,348——$309.4K—2026-10-30
Worth Financial Advisory Group, LLC
DECREASED6,3376,355-180%$317.1K$308.9K-$8.2K2026-10-19
Diversify Wealth Management, LLC
INCREASED6,2714,945+1,326+27%$242.1K$306.3K+$64.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED6,2714,945+1,326+27%$242.1K$306.3K+$64.3K2026-10-20
Creative Planning
DECREASED6,0237,070-1,047-15%$352.7K$293.6K-$59.2K2026-11-02
Syverson Strege & Co
DECREASED5,8916,162-271-4%$307.4K$287.1K-$20.3K2026-11-02
MKD Wealth Coaches, LLC
DECREASED5,7406,118-378-6%$305.2K$279.8K-$25.5K2026-10-09
Aprio Wealth Management, LLC
UNCHANGED5,7005,70000%$284.4K$277.8K-$6.6K2026-10-28
Fiduciary Financial Group, LLC
INCREASED5,4685,245+223+4%$261.7K$266.5K+$4.8K2026-10-13
Sherman Wealth Management LLC
DECREASED5,3766,092-716-12%$303.9K$262.0K-$41.9K2026-10-16
RAM Investment Partners, LLC
NEW5,205—+5,205——$253.7K—2026-10-21
Fifth Third Bancorp
INCREASED5,094780+4,314+553%$38.9K$248.3K+$209.4K2026-11-05
Smith Partners Wealth Management, LLC
DECREASED5,0075,215-208-4%$260.2K$244.0K-$16.1K2026-11-05
National Wealth Management Group, LLC
INCREASED4,9494,349+600+14%$217.0K$241.2K+$24.2K2026-10-26
McKinley Carter Wealth Services, Inc.
UNCHANGED4,9384,93800%$246.4K$240.7K-$5.7K2026-10-16
Mosley Wealth Management
DECREASED4,8115,228-417-8%$260.8K$235.0K-$25.8K2026-10-16
Madrid Financial Services
INCREASED4,7584,739+19+0%$236.4K$231.9K-$4.5K2026-11-03
Mayfair Advisory Group, LLC
NEW4,670—+4,670——$227.6K—2026-10-20
Plan Group Financial, LLC
INCREASED4,6604,514+146+3%$225.2K$227.1K+$1.9K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED4,6534,687-34-1%$233.8K$226.8K-$7.0K2026-10-13
Lebenthal Global Advisors, LLC
DECREASED4,5614,623-62-1%$230.6K$222.3K-$8.3K2026-10-28
Cardinal Point Capital Management ULC
DECREASED4,4504,454-40%$222.2K$216.9K-$5.3K2026-10-21
Aquire Wealth Advisors, LLC
INCREASED4,4434,327+116+3%$215.9K$216.6K+$6782026-10-23
Twelve Points Wealth Management LLC
NEW4,360—+4,360——$212.5K—2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4,25120,623-16,372-79%$1.0M$207.2K-$821.7K2026-10-14
BOS Asset Management, LLC
INCREASED4,1164,115+1+0%$205.3K$200.6K-$4.7K2026-10-09
Farther Finance Advisors, LLC
DECREASED3,8563,979-123-3%$198.5K$187.9K-$10.6K2026-10-08
Proathlete Wealth Management LLC
INCREASED3,7743,743+31+1%$186.7K$183.9K-$2.8K2026-10-15
Schuylkill Financial LLC
DECREASED3,4433,491-48-1%$174.2K$167.8K-$6.4K2026-10-21
Blue Trust, Inc.
UNCHANGED3,3793,37900%$168.6K$164.7K-$3.9K2026-10-15
JFS Wealth Advisors, LLC
INCREASED3,1493,147+2+0%$157.0K$153.5K-$3.5K2026-11-03
Root Financial Partners, LLC
NEW2,925—+2,925——$142.6K—2026-10-21
CoreCap Advisors, LLC
DECREASED2,9235,056-2,133-42%$252.2K$142.5K-$109.8K2026-10-08
Montgomery Financial Services LLC
UNCHANGED2,8332,83300%$141.3K$138.1K-$3.3K2026-11-03
Lanark Financial, Inc.
UNCHANGED2,5802,58000%$128.7K$125.7K-$3.0K2026-10-26
Evolution Wealth Management Inc.
DECREASED2,4122,469-57-2%$123.2K$117.6K-$5.6K2026-10-28
Parallel Advisors, LLC
DECREASED2,0713,907-1,836-47%$194.9K$100.9K-$94.0K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED1,7381,73800%$86.5K$84.7K-$1.8K2026-10-29
Harbor Investment Advisory, LLC
INCREASED1,7091,512+197+13%$75.4K$83.3K+$7.9K2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED1,6521,65200%$82.4K$80.5K-$1.9K2026-10-30
Pacific Center for Financial Services
INCREASED1,6171,604+13+1%$80.0K$78.8K-$1.2K2026-10-15
Jnba Financial Advisors
DECREASED1,3831,386-30%$69.1K$67.4K-$1.7K2026-11-03
TD Waterhouse Canada Inc.
DECREASED1,2991,701-402-24%$84.6K$63.4K-$21.2K2026-10-16
Rossby Financial, LCC
DECREASED1,2481,272-24-2%$63.5K$60.8K-$2.6K2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED1,1341,214-80-7%$60.6K$55.3K-$5.3K2026-10-27
GGM Financial LLC
NEW807—+807——$39.3K—2026-11-05
Ascentis Independent Advisors
INCREASED783243+540+222%$12.1K$38.2K+$26.0K2026-11-03
Lloyd Advisory Services, Llc.
DECREASED7221,937-1,215-63%$96.6K$35.2K-$61.4K2026-11-02
Wolff Wiese Magana LLC
INCREASED639635+4+1%$31.7K$31.1K-$5572026-10-15
Archer Investment Corp
INCREASED525523+2+0%$26.1K$25.6K-$5162026-11-05
SBK Financial, Inc.
UNCHANGED51851800%$25.8K$25.2K-$5962026-11-02
United Community Bank
UNCHANGED50050000%$24.9K$24.4K-$5752026-10-28
Lodestone Wealth Management LLC
INCREASED486482+4+1%$24.0K$23.7K-$3612026-10-14
Elevation Wealth Partners, LLC
INCREASED449446+3+1%$22.2K$21.9K-$3332026-10-07
Cape Investment Advisory, Inc.
INCREASED410407+3+1%$20.3K$20.0K-$3032026-10-13
Elevated Capital Advisors, LLC
UNCHANGED36936900%$18.4K$18.0K-$3882026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED367364+3+1%$18.2K$17.9K-$2712026-11-03
Compass Financial Management LLC
UNCHANGED36236200%$18.1K$17.6K-$4162026-10-30
IFP Advisors, Inc
DECREASED261411-150-36%$20.5K$12.7K-$7.8K2026-10-16
American Capital Advisory, LLC
UNCHANGED13513500%$6.7K$6.6K-$1562026-10-28
Mather Group, Llc.
DECREASED132133-1-1%$6.6K$6.5K-$1762026-10-14
Mascoma Wealth Management LLC
DECREASED122128-6-5%$6.4K$5.9K-$4402026-10-23
Private Trust Co NA
UNCHANGED858500%$4.2K$4.1K-$982026-10-20
McCarley & Cook Financial Planners
UNCHANGED828200%$4.1K$4.0K-$942026-10-21
Halbert Hargrove Global Advisors, LLC
UNCHANGED717100%$3.6K$3.5K-$822026-10-16
Heritage Family Offices, LLP
NEW42—+42——$2.0K—2026-11-02
EverSource Wealth Advisors, LLC
NEW30—+30——$1.5K—2026-11-04
Global Financial Private Client, LLC
CLOSED021,238-21,238-100%$1.1M$0-$1.1M2026-10-15
L.K. Benson & Company, P.C.
CLOSED014,329-14,329-100%$714.9K$0-$714.9K2026-10-23
Centennial Advisors, LLC
CLOSED07,220-7,220-100%$360.2K$0-$360.2K2026-10-21
Leading Edge Financial Planning LLC
CLOSED06,597-6,597-100%$329.1K$0-$329.1K2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED06,549-6,549-100%$326.7K$0-$326.7K2026-10-23
Atria Investments, Inc
CLOSED06,271-6,271-100%$312.9K$0-$312.9K2026-10-15
Mission Wealth Management, LP
CLOSED04,132-4,132-100%$206.2K$0-$206.2K2026-10-15
AdvisorNet Financial, Inc
CLOSED02,675-2,675-100%$133.5K$0-$133.5K2026-10-15
Kingdom Financial Group Llc.
CLOSED02,145-2,145-100%$107.0K$0-$107.0K2026-11-04
International Assets Investment Management, LLC
CLOSED01,500-1,500-100%$74.6K$0-$74.6K2026-11-02
Spire Wealth Management
CLOSED0405-405-100%$20.2K$0-$20.2K2026-10-30
Aventus Investment Advisors, Inc.
CLOSED01-1-100%$50$0-$502026-10-09
High Note Wealth, LLC
CLOSED01-1-100%$32$0-$322026-10-27
BlackRock, Inc.
N/A—3,067,353-3,067,353-100%$153.0M———
LPL Financial LLC
N/A—1,208,139-1,208,139-100%$60.3M———
Foundations Investment Advisors, LLC
N/A—576,705-576,705-100%$28.8M———
Morgan Stanley
N/A—540,513-540,513-100%$27.0M———
Royal Bank of Canada
N/A—340,210-340,210-100%$17.0M———
Wells Fargo & Company
N/A—305,020-305,020-100%$15.2M———
Bank of America Corp
N/A—273,226-273,226-100%$13.6M———
Ameriprise Financial Inc
N/A—258,799-258,799-100%$12.9M———
Cetera Investment Advisers
N/A—233,786-233,786-100%$11.7M———
Investment Advisory Group, LLC
N/A—161,473-161,473-100%$8.1M———
Osaic Holdings, Inc.
N/A—154,781-154,781-100%$7.7M———
Ameritas Advisory Services, LLC
N/A—137,083-137,083-100%$6.8M———
Western Wealth Management, LLC
N/A—117,762-117,762-100%$5.9M———
Raymond James Financial Inc
N/A—110,495-110,495-100%$5.5M———
Waverly Advisors, LLC
N/A—84,372-84,372-100%$4.2M———
Ellenbecker Investment Group
N/A—83,370-83,370-100%$4.2M———
Hershey Financial Advisers, LLC
N/A—81,878-81,878-100%$4.1M———
Focus Partners Wealth
N/A—76,819-76,819-100%$3.8M———
Envestnet Asset Management Inc
N/A—75,237-75,237-100%$3.8M———
JPMorgan Chase & Co
N/A—71,928-71,928-100%$3.6M———
Mutual Advisors, LLC
N/A—65,998-65,998-100%$3.3M———
AE Wealth Management LLC
N/A—62,037-62,037-100%$3.1M———
American Trust
N/A—57,302-57,302-100%$2.9M———
Cogent Private Wealth, Inc.
N/A—53,182-53,182-100%$2.7M———
Private Advisor Group, LLC
N/A—49,723-49,723-100%$2.5M———
GTS Securities LLC
N/A—47,720-47,720-100%$2.4M———
Seeds Investor LLC
N/A—41,898-41,898-100%$2.1M———
Denver Wealth Management, Inc.
N/A—41,217-41,217-100%$2.1M———
Stifel Financial Corp
N/A—36,221-36,221-100%$1.8M———
National Bank of Canada
N/A—35,706-35,706-100%$1.8M———
Jones Financial Companies Lllp
N/A—34,862-34,862-100%$1.7M———
Harbour Investments, Inc.
N/A—31,105-31,105-100%$1.6M———
UBS Group AG
N/A—30,074-30,074-100%$1.5M———
NewEdge Advisors, LLC
N/A—29,581-29,581-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—27,928-27,928-100%$1.4M———
Godshalk Welsh Capital Management, Inc.
N/A—27,229-27,229-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—26,284-26,284-100%$1.3M———
BlueStem Wealth Partners, LLC
N/A—25,510-25,510-100%$1.3M———
Hanover Advisors Inc
N/A—23,569-23,569-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—23,159-23,159-100%$1.2M———
Rothschild Wealth LLC
N/A—22,004-22,004-100%$1.1M———
One Capital Management, LLC
N/A—21,860-21,860-100%$1.0M———
Blair William & Co
N/A—20,981-20,981-100%$1.0M———
Eight 31 Financial, LLC
N/A—20,863-20,863-100%$1.0M———
World Investment Advisors
N/A—19,748-19,748-100%$935.4K———
MML Investors Services, LLC
N/A—19,596-19,596-100%$977.6K———
Integrated Wealth Concepts LLC
N/A—19,443-19,443-100%$970.0K———
Mariner, LLC
N/A—19,041-19,041-100%$950.0K———
HighTower Advisors, LLC
N/A—17,818-17,818-100%$889.0K———
Cerity Partners LLC
N/A—17,670-17,670-100%$881.6K———
Legacy Financial Group LLC
N/A—17,494-17,494-100%$872.8K———
Waterloo Capital, L.P.
N/A—16,829-16,829-100%$839.6K———
AlTi Global, Inc.
N/A—15,013-15,013-100%$749.0K———
Northstar Group, Inc.
N/A—14,795-14,795-100%$738.1K———
Advisory Services Network, LLC
N/A—14,240-14,240-100%$710.4K———
FMR LLC
N/A—13,975-13,975-100%$697.2K———
Potentia Wealth
N/A—13,902-13,902-100%$693.6K———
MAI Capital Management
N/A—13,697-13,697-100%$683.3K———
Hopwood Nicholas Hunter
N/A—12,889-12,889-100%$643.1K———
Money Concepts Capital Corp
N/A—12,784-12,784-100%$637.8K———
Captrust Financial Advisors
N/A—11,974-11,974-100%$597.4K———
Steward Partners Investment Advisory, LLC
N/A—11,971-11,971-100%$597.2K———
Summit Wealth Partners, LLC
N/A—11,918-11,918-100%$594.6K———
Ausdal Financial Partners, Inc.
N/A—11,587-11,587-100%$578.1K———
Stratos Wealth Partners, Ltd.
N/A—11,164-11,164-100%$557.0K———
OneDigital Investment Advisors LLC
N/A—11,063-11,063-100%$551.9K———
Integrity Financial Corp
N/A—10,573-10,573-100%$527.5K———
Bessemer Group Inc
N/A—10,525-10,525-100%$525.0K———
Equitable Holdings, Inc.
N/A—10,404-10,404-100%$519.1K———
Centaurus Financial, Inc.
N/A—10,371-10,371-100%$517.0K———
Mendel Capital Management LLC
N/A—9,280-9,280-100%$463.0K———
IMA Advisory Services, Inc.
N/A—8,885-8,885-100%$443.3K———
Kastel Capital Advisors, LLC
N/A—8,440-8,440-100%$399.8K———
Federation des caisses Desjardins du Quebec
N/A—8,093-8,093-100%$403.8K———
UBS Asset Management Americas LLC
N/A—8,080-8,080-100%$403.1K———
Vestmark Advisory Solutions, Inc.
N/A—8,080-8,080-100%$403.1K———
Westmount Partners, LLC
N/A—8,074-8,074-100%$402.8K———
CFO4Life Group, LLC
N/A—7,935-7,935-100%$395.9K———
GeoWealth Management, LLC
N/A—7,916-7,916-100%$394.9K———
Maxele Advisors, LLC
N/A—7,866-7,866-100%$392.4K———
AQR Capital Management LLC
N/A—7,820-7,820-100%$390.1K———
Capital Asset Managemnet, LLC
N/A—7,761-7,761-100%$387.2K———
Phil A. Younker & Associates, Ltd.
N/A—7,609-7,609-100%$379.6K———
Citadel Advisors LLC
N/A—7,114-7,114-100%$354.9K———
Premier Private Wealth Management LLC
N/A—6,513-6,513-100%$324.9K———
Sequoia Financial Advisors, LLC
N/A—6,427-6,427-100%$320.6K———
HRT Financial LP
N/A—6,376-6,376-100%$318.0K———
Jane Street Group, LLC
N/A—6,371-6,371-100%$317.8K———
GWN Securities Inc.
N/A—6,279-6,279-100%$313.3K———
Goldman Sachs Group Inc
N/A—6,207-6,207-100%$309.7K———
Arax Advisory Partners
N/A—6,044-6,044-100%$301.5K———
Rockefeller Capital Management L.P.
N/A—5,923-5,923-100%$295.5K———
Integrity Wealth Solutions LLC
N/A—5,820-5,820-100%$290.3K———
Mercer Global Advisors Inc
N/A—5,699-5,699-100%$284.3K———
Empirical Asset Management, LLC
N/A—5,682-5,682-100%$283.5K———
EP Wealth Advisors, LLC
N/A—5,616-5,616-100%$280.2K———
TPG Financial Advisors, LLC
N/A—5,525-5,525-100%$275.6K———
Scotia Capital Inc.
N/A—5,484-5,484-100%$273.6K———
Silver OAK Securities, Incorporated
N/A—5,480-5,480-100%$273.4K———
Focus Partners Advisor Solutions, LLC
N/A—5,466-5,466-100%$272.7K———
Venturi Wealth Management, LLC
N/A—5,188-5,188-100%$258.8K———
First Commonwealth Financial Corp
N/A—5,000-5,000-100%$249.5K———
Qube Research & Technologies Ltd
N/A—4,796-4,796-100%$239.3K———
BSW Wealth Partners
N/A—4,696-4,696-100%$234.3K———
Columbia River Financial Group, LLC
N/A—4,651-4,651-100%$232.0K———
Bank of Montreal
N/A—4,633-4,633-100%$231.1K———
BFC Planning, Inc.
N/A—4,500-4,500-100%$224.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,500-4,500-100%$224.5K———
Janney Montgomery Scott LLC
N/A—4,400-4,400-100%$220.0K———
Capital Analysts, LLC
N/A—4,301-4,301-100%$215.0K———
Sanctuary Advisors, LLC
N/A—4,297-4,297-100%$214.4K———
Wealthgarden F.S. LLC
N/A—4,231-4,231-100%$211.1K———
Nicolet Bankshares Inc
N/A—4,216-4,216-100%$209.0K———
Geneos Wealth Management Inc.
N/A—4,190-4,190-100%$209.0K———
Kingsview Wealth Management, LLC
N/A—4,050-4,050-100%$202.1K———
Vines Capital Management, LLC
N/A—4,035-4,035-100%$201.3K———
SSA Swiss Advisors AG
N/A—4,003-4,003-100%$199.7K———
Allworth Financial LP
N/A—3,592-3,592-100%$179.2K———
Global Retirement Partners, LLC
N/A—2,659-2,659-100%$132.6K———
Darwin Wealth Management, LLC
N/A—2,018-2,018-100%$100.7K———
SOA Wealth Advisors, Llc.
N/A—1,984-1,984-100%$99.0K———
Founders Financial Alliance, LLC
N/A—1,903-1,903-100%$94.9K———
Brown Brothers Harriman & Co
N/A—1,645-1,645-100%$82.1K———
HFM Investment Advisors, LLC
N/A—1,637-1,637-100%$81.6K———
1 North Wealth Services LLC
N/A—1,498-1,498-100%$74.7K———
O'shaughnessy Asset Management, LLC
N/A—710-710-100%$35.4K———
SouthState Bank Corp
N/A—641-641-100%$32.0K———
Bogart Wealth, LLC
N/A—595-595-100%$29.7K———
Regatta Research & Money Management
N/A—512-512-100%$25.5K———
Capital Advisor Network LLC
N/A—471-471-100%$23.5K———
Dunhill Financial, LLC
N/A—365-365-100%$18.2K———
Godfrey Financial Associates, Inc.
N/A—320-320-100%$16.0K———
Medallion Wealth Advisors, LLC
N/A—314-314-100%$15.7K———
Delta Asset Management LLC
N/A—300-300-100%$15.0K———
Northwestern Mutual Wealth Management Co
N/A—288-288-100%$14.4K———
Smartleaf Asset Management LLC
N/A—270-270-100%$13.5K———
JPL Wealth Management, LLC
N/A—216-216-100%$10.8K———
Manning & Napier Advisors LLC
N/A—208-208-100%$10.4K———
PNC Financial Services Group, Inc.
N/A—200-200-100%$10.0K———
Purpose Unlimited Inc.
N/A—196-196-100%$9.8K———
Fiduciary Financial Advisors
N/A—150-150-100%$7.5K———
Aptus Capital Advisors, LLC
N/A—122-122-100%$6.1K———
IFG Advisory, LLC
N/A—116-116-100%$5.8K———
Institute for Wealth Management, Llc.
N/A—110-110-100%$5.5K———
SHP Wealth Management
N/A—100-100-100%$5.0K———
Highland Investment Advisors LLC
N/A—88-88-100%$4.4K———
Ameriflex Group, Inc.
N/A—83-83-100%$4.1K———
Huntington National Bank
N/A—75-75-100%$3.7K———
Russell Investments Group, Ltd.
N/A—38-38-100%$1.9K———
Clearstead Advisors, LLC
N/A—31-31-100%$1.6K———
Showing 316 of 316 institutions