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Ishares US Treasury Bond ETF (GOVT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares72,218,617 from 76,608,536
Change-4,389,919 (-6%)
Value$1.6B (-$165.7M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares29,443,754 from 25,858,813
Change+3,584,941 (+14%)
Value$643.3M (+$63.0M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares26,299,371 from 27,424,017
Change-1,124,646 (-4%)
Value$575.2M (-$49.6M)
Filed 2026-10-21
Fund Evaluation Group, LLC
INCREASED
Shares21,579,980 from 18,424,626
Change+3,155,354 (+17%)
Value$472.0M (+$52.2M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares9,385,923 from 8,863,673
Change+522,250 (+6%)
Value$205.3M (+$3.4M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares8,456,380 from 7,578,563
Change+877,817 (+12%)
Value$184.9M (+$12.3M)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares6,704,152 from 6,553,412
Change+150,740 (+2%)
Value$146.6K (-$149.1M)
Filed 2026-10-26
MCF Advisors LLC
INCREASED
Shares5,407,119 from 4,572,890
Change+834,229 (+18%)
Value$118.3M (+$14.1M)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares5,147,853 from 4,672,099
Change+475,754 (+10%)
Value$112.6M (+$7.1M)
Filed 2026-10-09
Thrivent Financial for Lutherans
INCREASED
Shares4,192,624 from 3,734,884
Change+457,740 (+12%)
Value$91.7M (+$6.6M)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares4,033,932 from 3,845,020
Change+188,912 (+5%)
Value$88.2M (+$632.6K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,839,661 from 3,521,336
Change+318,325 (+9%)
Value$84.0M (+$3.8M)
Filed 2026-10-21
Crestwood Advisors Group, LLC
INCREASED
Shares3,644,160 from 3,526,231
Change+117,929 (+3%)
Value$79.7M (-$630.7K)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
INCREASED
Shares3,220,051 from 2,987,988
Change+232,063 (+8%)
Value$70.4M (+$2.4M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares2,551,680 from 1,967,803
Change+583,877 (+30%)
Value$55.8M (+$11.0M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares2,062,738 from 1,524,956
Change+537,782 (+35%)
Value$45.1M (+$10.4M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,021,939 from 1,925,403
Change+96,536 (+5%)
Value$44.2K (-$43.8M)
Filed 2026-11-02
Dodds Wealth, LLC
DECREASED
Shares1,928,777 from 2,039,239
Change-110,462 (-5%)
Value$42.2M (-$4.3M)
Filed 2026-11-02
Bailard, Inc.
INCREASED
Shares1,825,667 from 1,767,056
Change+58,611 (+3%)
Value$39.9M (-$326.2K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares1,780,901 from 15,617
Change+1,765,284 (+11304%)
Value$38.9M (+$38.6M)
Filed 2026-11-04
Northland Capital Management LLC
NEW
Shares1,732,833
Change+1,732,833
Value$37.9M
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares1,643,545 from 1,526,575
Change+116,970 (+8%)
Value$35.9M (+$1.2M)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares1,600,966 from 1,544,278
Change+56,688 (+4%)
Value$35.0M (-$165.5K)
Filed 2026-10-19
Heck Capital Advisors, LLC
DECREASED
Shares1,583,779 from 1,741,058
Change-157,279 (-9%)
Value$34.6M (-$5.0M)
Filed 2026-10-14
Verum Partners LLC
DECREASED
Shares1,562,241 from 1,703,197
Change-140,956 (-8%)
Value$34.2M (-$4.6M)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares1,555,842 from 1,349,783
Change+206,059 (+15%)
Value$34.0M (+$3.3M)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares1,529,712 from 1,564,093
Change-34,381 (-2%)
Value$33.5M (-$2.2M)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares1,516,911 from 1,418,814
Change+98,097 (+7%)
Value$33.2M (+$854.3K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,503,633 from 1,439,540
Change+64,093 (+4%)
Value$32.9M (+$91.7K)
Filed 2026-11-03
Johnson Bixby & Associates, LLC
INCREASED
Shares1,485,386 from 1,403,983
Change+81,403 (+6%)
Value$32.5M (+$502.7K)
Filed 2026-10-14
3Edge Asset Management, LP
INCREASED
Shares1,484,674 from 1,414,914
Change+69,760 (+5%)
Value$32.5M (+$238.1K)
Filed 2026-10-30
Sharkey, Howes & Javer
INCREASED
Shares1,481,340 from 1,313,251
Change+168,089 (+13%)
Value$32.4M (+$2.5M)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares1,468,638 from 1,368,476
Change+100,162 (+7%)
Value$32.1M (+$945.2K)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares1,299,295 from 1,186,819
Change+112,476 (+9%)
Value$28.4M (+$1.4M)
Filed 2026-10-20
Lockheed Martin Investment Management Co
UNCHANGED
Shares1,250,000 from 1,250,000
Change0 (0%)
Value$27.3M (-$1.1M)
Filed 2026-11-04
Bernardo Wealth Planning LLC
INCREASED
Shares1,183,342 from 558,067
Change+625,275 (+112%)
Value$25.9M (+$13.2M)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares1,150,039 from 1,136,935
Change+13,104 (+1%)
Value$25.2M (-$748.0K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,134,255 from 1,092,317
Change+41,938 (+4%)
Value$24.8M (-$76.8K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,084,596 from 1,328,466
Change-243,870 (-18%)
Value$23.7M (-$6.5M)
Filed 2026-10-20
Ddfg, Inc
INCREASED
Shares1,078,386 from 1,053,127
Change+25,259 (+2%)
Value$23.6M (-$405.9K)
Filed 2026-10-15
Genus Capital Management Inc.
DECREASED
Shares1,077,741 from 1,087,346
Change-9,605 (-1%)
Value$23.6M (-$1.2M)
Filed 2026-11-04
Horst & Graben Wealth Management LLC
INCREASED
Shares1,048,557 from 880,067
Change+168,490 (+19%)
Value$22.9M (+$3.0M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares1,044,212 from 397,744
Change+646,468 (+163%)
Value$22.8M (+$13.8M)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares999,962 from 912,153
Change+87,809 (+10%)
Value$21.9M (+$1.1M)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares966,935 from 857,032
Change+109,903 (+13%)
Value$21.1M (+$1.6M)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
INCREASED
Shares964,973 from 819,652
Change+145,321 (+18%)
Value$21.1M (+$2.5M)
Filed 2026-10-19
SteelPeak Wealth, LLC
DECREASED
Shares959,390 from 1,050,429
Change-91,039 (-9%)
Value$21.0M (-$2.9M)
Filed 2026-10-16
Juno Financial Group LLC
INCREASED
Shares948,230 from 927,750
Change+20,480 (+2%)
Value$20.7M (-$396.4K)
Filed 2026-10-27
Arcadia Wealth Management, LLC
INCREASED
Shares921,815 from 729,380
Change+192,435 (+26%)
Value$20.2M (+$3.5M)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares915,779 from 959,649
Change-43,870 (-5%)
Value$20.0M (-$1.8M)
Filed 2026-10-08
Key FInancial Inc
INCREASED
Shares898,049 from 861,313
Change+36,736 (+4%)
Value$19.6M (+$19.6K)
Filed 2026-11-02
Snider Financial Group
INCREASED
Shares895,571 from 832,801
Change+62,770 (+8%)
Value$19.6M (+$614.9K)
Filed 2026-10-16
Pettinga Financial Advisors LLC
INCREASED
Shares887,492 from 835,484
Change+52,008 (+6%)
Value$19.4M (+$377.1K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares857,728 from 824,638
Change+33,090 (+4%)
Value$18.8M (-$26.7K)
Filed 2026-10-28
Schmidt P J Investment Management Inc
DECREASED
Shares814,587 from 830,475
Change-15,888 (-2%)
Value$17.8M (-$1.1M)
Filed 2026-11-02
Nationwide Fund Advisors
DECREASED
Shares810,479 from 2,123,836
Change-1,313,357 (-62%)
Value$17.7M (-$187.1M)
Filed 2026-10-28
Kelly Financial Services LLC
INCREASED
Shares733,796 from 646,386
Change+87,410 (+14%)
Value$16.0M (+$1.3M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares726,244 from 395,336
Change+330,908 (+84%)
Value$15.9M (+$6.9M)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares723,611 from 658,297
Change+65,314 (+10%)
Value$15.8M (+$829.4K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED
Shares693,896 from 687,708
Change+6,188 (+1%)
Value$15.2M (-$490.5K)
Filed 2026-11-05
Shepherd Financial Partners LLC
INCREASED
Shares692,319 from 640,815
Change+51,504 (+8%)
Value$15.1M (+$543.3K)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares682,619 from 493,694
Change+188,925 (+38%)
Value$15.1M (+$3.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares682,619 from 493,694
Change+188,925 (+38%)
Value$15.1M (+$3.9M)
Filed 2026-10-20
Milestone Asset Management, LLC
INCREASED
Shares660,867 from 371,787
Change+289,080 (+78%)
Value$14.5M (+$6.0M)
Filed 2026-10-15
Stone House Investment Management, LLC
INCREASED
Shares654,228 from 606,615
Change+47,613 (+8%)
Value$14.3M (+$489.3K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares632,732 from 624,075
Change+8,657 (+1%)
Value$13.8M (-$378.6K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED
Shares612,386 from 598,663
Change+13,723 (+2%)
Value$13.4M (-$244.7K)
Filed 2026-10-13
TSA Wealth Managment LLC
INCREASED
Shares566,985 from 442,717
Change+124,268 (+28%)
Value$12.4M (+$2.3M)
Filed 2026-10-22
Deane Retirement Strategies, Inc.
NEW
Shares566,809
Change+566,809
Value$12.4M
Filed 2026-10-09
MMA Asset Management LLC
DECREASED
Shares564,370 from 579,075
Change-14,705 (-3%)
Value$12.3M (-$848.6K)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares537,520 from 489,541
Change+47,979 (+10%)
Value$11.8M (+$603.8K)
Filed 2026-10-29
Stolz & Associates, PS
INCREASED
Shares520,105 from 500,701
Change+19,404 (+4%)
Value$11.4M (-$31.3K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares511,630 from 2,118,713
Change-1,607,083 (-76%)
Value$11.2M (-$37.1M)
Filed 2026-11-04
Roberts Financial Services LLC
DECREASED
Shares505,286 from 820,077
Change-314,791 (-38%)
Value$11.1M (-$7.6M)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares503,625 from 647,842
Change-144,217 (-22%)
Value$11.0M (-$3.7M)
Filed 2026-10-28
Pacific Wealth Management
DECREASED
Shares497,893 from 676,479
Change-178,586 (-26%)
Value$10.9M (-$4.5M)
Filed 2026-10-05
Montecito Bank & Trust
INCREASED
Shares482,821 from 482,547
Change+274 (+0%)
Value$10.6M (-$433.1K)
Filed 2026-10-01
Wetzel Investment Advisors, Inc.
INCREASED
Shares476,466 from 466,531
Change+9,935 (+2%)
Value$10.4M (-$207.3K)
Filed 2026-10-13
Traveka Wealth, LLC
INCREASED
Shares470,570 from 386,951
Change+83,619 (+22%)
Value$10.3M (+$1.5M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares446,787 from 613,825
Change-167,038 (-27%)
Value$9.8M (-$4.2M)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED
Shares446,577 from 351,555
Change+95,022 (+27%)
Value$9.8M (+$1.8M)
Filed 2026-11-03
Cardinal Strategic Wealth Guidance
INCREASED
Shares442,958 from 418,426
Change+24,532 (+6%)
Value$9.7M (+$155.7K)
Filed 2026-11-02
FFG Retirement Advisors LLC
DECREASED
Shares414,060 from 423,991
Change-9,931 (-2%)
Value$9.1M (-$603.0K)
Filed 2026-10-20
Centerline Wealth Advisors, LLC
INCREASED
Shares411,571 from 317,463
Change+94,108 (+30%)
Value$9.0M (+$1.8M)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares403,485 from 287,718
Change+115,767 (+40%)
Value$8.8M (+$2.3M)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares395,948 from 347,722
Change+48,226 (+14%)
Value$8.7M (+$738.3K)
Filed 2026-10-19
Madson Wealth Advisors Inc
INCREASED
Shares389,326 from 362,918
Change+26,408 (+7%)
Value$8.5M (+$247.3K)
Filed 2026-10-13
SWP Financial LLC
INCREASED
Shares386,490 from 380,597
Change+5,893 (+2%)
Value$8.5M (-$217.5K)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
DECREASED
Shares382,519 from 410,396
Change-27,877 (-7%)
Value$8.4M (-$983.1K)
Filed 2026-11-04
Arch Global Advisors, LLC
INCREASED
Shares371,846 from 337,663
Change+34,183 (+10%)
Value$8.1M (+$440.3K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares368,149 from 428,427
Change-60,278 (-14%)
Value$8.1M (-$1.7M)
Filed 2026-10-22
Archer Investment Management, LLC
INCREASED
Shares355,685 from 329,090
Change+26,595 (+8%)
Value$7.8M (+$282.2K)
Filed 2026-10-13
Meitav Investment House LTD
INCREASED
Shares353,652 from 339,541
Change+14,111 (+4%)
Value$7.7M (-$1.5K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED
Shares351,174 from 283,562
Change+67,612 (+24%)
Value$7.7M (+$1.2M)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares347,610 from 343,024
Change+4,586 (+1%)
Value$7.6M (-$211.9K)
Filed 2026-10-19
True North Advisors, LLC
DECREASED
Shares342,411 from 359,346
Change-16,935 (-5%)
Value$7.5M (-$697.4K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares338,538 from 319,340
Change+19,198 (+6%)
Value$7.4M (+$129.3K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares337,495 from 311,887
Change+25,608 (+8%)
Value$7.5M (+$490.0K)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED
Shares335,627 from 317,486
Change+18,141 (+6%)
Value$7.3M (+$107.8K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
DECREASED
Shares334,060 from 513,973
Change-179,913 (-35%)
Value$7.3M (-$4.4M)
Filed 2026-11-04
SigFig Wealth Management, LLC
INCREASED
Shares325,172 from 314,903
Change+10,269 (+3%)
Value$7.1M (-$90.3K)
Filed 2026-10-07
McNaughton Wealth Management, LLC
INCREASED
Shares324,074 from 308,636
Change+15,438 (+5%)
Value$7.1M (+$56.8K)
Filed 2026-10-09
Pinion Investment Advisors, LLC
INCREASED
Shares320,364 from 256,039
Change+64,325 (+25%)
Value$7.0M (+$1.2M)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares313,982 from 210,310
Change+103,672 (+49%)
Value$6.9M (+$2.1M)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
INCREASED
Shares310,507 from 283,058
Change+27,449 (+10%)
Value$6.8M (+$342.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares310,389 from 278,657
Change+31,732 (+11%)
Value$6.8M (+$440.4K)
Filed 2026-11-03
Family Capital Trust Co
DECREASED
Shares301,712 from 301,903
Change-191 (0%)
Value$6.6M (-$278.9K)
Filed 2026-10-22
Cobblestone Asset Management LLC
INCREASED
Shares300,198 from 288,832
Change+11,366 (+4%)
Value$6.6M (-$14.3K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares293,583 from 268,267
Change+25,316 (+9%)
Value$6.4M (+$309.5K)
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares291,361 from 246,181
Change+45,180 (+18%)
Value$6.4M (+$764.1K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares290,161 from 287,257
Change+2,904 (+1%)
Value$6.3M (-$197.9K)
Filed 2026-10-15
Alterna Wealth Management, Inc
DECREASED
Shares286,157 from 287,911
Change-1,754 (-1%)
Value$6.3M (-$300.4K)
Filed 2026-10-27
Phoenix Wealth Advisors
DECREASED
Shares280,777 from 473,607
Change-192,830 (-41%)
Value$6.1M (-$4.6M)
Filed 2026-11-03
Privium Fund Management (UK) Ltd
INCREASED
Shares278,610 from 269,080
Change+9,530 (+4%)
Value$6.1M (-$55.1K)
Filed 2026-10-30
ShoreHaven Wealth Partners, LLC
INCREASED
Shares277,909 from 271,524
Change+6,385 (+2%)
Value$6.1M (-$107.4K)
Filed 2026-10-16
Detalus Advisors, LLC
INCREASED
Shares273,731 from 222,323
Change+51,408 (+23%)
Value$6.0M (+$922.0K)
Filed 2026-10-15
Center For Asset Management LLC
DECREASED
Shares270,588 from 276,384
Change-5,796 (-2%)
Value$5.9M (-$378.3K)
Filed 2026-10-16
Cypress Wealth Services, LLC
INCREASED
Shares268,278 from 243,728
Change+24,550 (+10%)
Value$5.9M (+$301.7K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares266,785 from 3,275
Change+263,510 (+8046%)
Value$5.8M (+$5.8M)
Filed 2026-11-03
Range Financial Group LLC
INCREASED
Shares262,982 from 205,901
Change+57,081 (+28%)
Value$5.8M (+$1.1M)
Filed 2026-10-21
Investment Partners, Ltd.
NEW
Shares260,724
Change+260,724
Value$5.7M
Filed 2026-10-29
Unique Wealth, LLC
INCREASED
Shares260,027 from 257,154
Change+2,873 (+1%)
Value$5.7M (-$171.2K)
Filed 2026-10-16
West Wealth Group, LLC
INCREASED
Shares258,931 from 232,206
Change+26,725 (+12%)
Value$5.7M (+$373.2K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares257,951 from 299,493
Change-41,542 (-14%)
Value$5.6M (-$1.2M)
Filed 2026-10-26
WealthCare Investment Partners, LLC
INCREASED
Shares257,136 from 240,628
Change+16,508 (+7%)
Value$5.6M (+$142.1K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares255,275 from 246,995
Change+8,280 (+3%)
Value$5.6M (-$39.7K)
Filed 2026-10-30
Financial Management Network Inc
DECREASED
Shares253,706 from 291,999
Change-38,293 (-13%)
Value$5.5M (-$1.1M)
Filed 2026-10-09
Advus Financial Partners, LLC
INCREASED
Shares252,350 from 127,446
Change+124,904 (+98%)
Value$5.5M (+$2.6M)
Filed 2026-10-20
KWB Wealth
INCREASED
Shares245,452 from 242,255
Change+3,197 (+1%)
Value$5.4M (-$150.5K)
Filed 2026-10-16
Novem Group
INCREASED
Shares244,056 from 164,220
Change+79,836 (+49%)
Value$5.3M (+$1.6M)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares239,353 from 297,456
Change-58,103 (-20%)
Value$5.2M (-$1.5M)
Filed 2026-11-05
Bedminster, LLC
INCREASED
Shares232,535 from 181,962
Change+50,573 (+28%)
Value$5.1M (+$940.4K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares231,880 from 247,655
Change-15,775 (-6%)
Value$5.1M (-$570.4K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares227,358 from 217,927
Change+9,431 (+4%)
Value$5.0M (+$7.9K)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares227,018
Change+227,018
Value$5.0M
Filed 2026-10-14
Watershed Private Wealth LLC
INCREASED
Shares223,813 from 208,974
Change+14,839 (+7%)
Value$4.9M (+$134.3K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares219,976 from 236,265
Change-16,289 (-7%)
Value$4.8M (-$571.2K)
Filed 2026-10-28
Capital Investment Counsel, LLC
INCREASED
Shares218,708 from 215,293
Change+3,415 (+2%)
Value$4.8M (-$121.2K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
INCREASED
Shares217,301 from 173,599
Change+43,702 (+25%)
Value$4.8M (+$797.8K)
Filed 2026-10-15
Stonekeep Investments, LLC
INCREASED
Shares216,412 from 198,431
Change+17,981 (+9%)
Value$4.7M (+$4.7M)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares213,459 from 178,608
Change+34,851 (+20%)
Value$4.7M (+$599.7K)
Filed 2026-10-29
Maia Wealth LLC
INCREASED
Shares212,752 from 147,053
Change+65,699 (+45%)
Value$4.7M (+$1.3M)
Filed 2026-10-19
Connecticut Capital Management Group, LLC
DECREASED
Shares211,808 from 212,598
Change-790 (0%)
Value$4.6M (-$210.7K)
Filed 2026-10-29
Balefire, LLC
INCREASED
Shares210,037 from 124,015
Change+86,022 (+69%)
Value$4.6M (+$1.8M)
Filed 2026-10-09
Plancorp, LLC
DECREASED
Shares208,937 from 212,495
Change-3,558 (-2%)
Value$4.7M (-$124.0K)
Filed 2026-11-03
Spectrum Strategic Capital Management, LLC
DECREASED
Shares208,303 from 388,234
Change-179,931 (-46%)
Value$4.6M (-$4.3M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares204,429 from 214,097
Change-9,668 (-5%)
Value$4.5M (-$406.3K)
Filed 2026-10-13
Sterling Financial Planning, Inc.
INCREASED
Shares199,493 from 198,231
Change+1,262 (+1%)
Value$4.4M (-$152.8K)
Filed 2026-10-28
Mccarter Private Wealth Services LLC
INCREASED
Shares197,713 from 194,766
Change+2,947 (+2%)
Value$4.3M (-$112.8K)
Filed 2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED
Shares197,646 from 194,716
Change+2,930 (+2%)
Value$4.3M (-$113.1K)
Filed 2026-11-02
Shira Ridge Wealth Management
INCREASED
Shares197,243 from 195,392
Change+1,851 (+1%)
Value$4.3M (-$137.3K)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares196,569 from 166,517
Change+30,052 (+18%)
Value$4.3M (+$505.7K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares195,060 from 197,003
Change-1,943 (-1%)
Value$4.3M (-$221.8K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares194,376 from 189,012
Change+5,364 (+3%)
Value$4.3M (-$54.7K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares191,265 from 153,705
Change+37,560 (+24%)
Value$4.2M (+$681.6K)
Filed 2026-10-27
Cornerstone Planning Group LLC
DECREASED
Shares188,678 from 194,584
Change-5,906 (-3%)
Value$4.1M (-$249.8K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares187,996 from 190,404
Change-2,408 (-1%)
Value$4.1M (-$225.9K)
Filed 2026-10-14
Cornerstone National Bank & Trust Co
DECREASED
Shares185,505 from 259,263
Change-73,758 (-28%)
Value$4.1M (-$1.8M)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares185,410 from 183,128
Change+2,282 (+1%)
Value$4.1M (-$116.7K)
Filed 2026-10-23
Bull Oak Capital, LLC
DECREASED
Shares184,737 from 185,121
Change-384 (0%)
Value$4.0M (-$176.9K)
Filed 2026-10-23
Csenge Advisory Group
INCREASED
Shares184,631 from 144,084
Change+40,547 (+28%)
Value$4.0M (+$755.7K)
Filed 2026-11-04
Twele Capital Management, Inc.
DECREASED
Shares182,200 from 187,305
Change-5,105 (-3%)
Value$4.0M (-$282.1K)
Filed 2026-10-13
Swmg, LLC
DECREASED
Shares180,968 from 185,862
Change-4,894 (-3%)
Value$4.0M (-$171.1K)
Filed 2026-10-23
DSG Capital Advisors, LLC
DECREASED
Shares170,998 from 190,416
Change-19,418 (-10%)
Value$3.7M (-$558.0K)
Filed 2026-11-05
Greenleaf Trust
INCREASED
Shares170,401 from 30,087
Change+140,314 (+466%)
Value$3.7M (+$3.0M)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares163,317 from 145,329
Change+17,988 (+12%)
Value$3.6M (+$261.1K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares162,608 from 184,746
Change-22,138 (-12%)
Value$3.6M (-$652.3K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares162,463 from 152,223
Change+10,240 (+7%)
Value$3.6M (+$85.4K)
Filed 2026-10-29
Sound Portfolio Advisors, LLC
INCREASED
Shares162,247 from 112,629
Change+49,618 (+44%)
Value$3.5M (+$982.7K)
Filed 2026-11-05
Asset One Wealth Management LLC
NEW
Shares159,855
Change+159,855
Value$3.5M
Filed 2026-11-02
Newport Capital Group, LLC
NEW
Shares155,310
Change+155,310
Value$3.5M
Filed 2026-10-16
Roan Capital Partners
DECREASED
Shares154,634 from 154,845
Change-211 (0%)
Value$3.4M (-$145.5K)
Filed 2026-10-09
Cassilly Financial Group LLC
INCREASED
Shares154,290 from 136,043
Change+18,247 (+13%)
Value$3.4M (+$275.3K)
Filed 2026-10-07
VestGen Advisors, LLC
DECREASED
Shares154,212 from 170,838
Change-16,626 (-10%)
Value$3.4M (-$519.1K)
Filed 2026-10-27
Woodmont Investment Counsel LLC
NEW
Shares150,183
Change+150,183
Value$3.3M
Filed 2026-10-29
Ashton Thomas Securities, LLC
NEW
Shares149,768
Change+149,768
Value$3.3M
Filed 2026-10-26
Elevated Financial Group LLC
INCREASED
Shares149,303 from 18,826
Change+130,477 (+693%)
Value$3.3M (+$2.8M)
Filed 2026-10-16
Blueline Advisors LLC
DECREASED
Shares148,384 from 153,235
Change-4,851 (-3%)
Value$3.2M (-$245.5K)
Filed 2026-10-15
Apeiron RIA LLC
INCREASED
Shares142,924 from 50,640
Change+92,284 (+182%)
Value$3.1M (+$2.0M)
Filed 2026-10-08
Bestgate Wealth Advisors, LLC
INCREASED
Shares142,885 from 43,482
Change+99,403 (+229%)
Value$3.1M (+$2.1M)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares137,574 from 137,574
Change0 (0%)
Value$3.1M ($0)
Filed 2026-10-26
Paragon Capital Management Inc
DECREASED
Shares136,710 from 194,208
Change-57,498 (-30%)
Value$3.0M (-$1.4M)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares136,251 from 12,829
Change+123,422 (+962%)
Value$3.0M (+$2.7M)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares135,784 from 123,134
Change+12,650 (+10%)
Value$3.0M (+$164.6K)
Filed 2026-10-13
Beacon Capital Management, LLC
INCREASED
Shares131,555 from 55,509
Change+76,046 (+137%)
Value$2.9M (+$1.6M)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares130,195 from 95,728
Change+34,467 (+36%)
Value$2.8M (+$666.7K)
Filed 2026-11-03
Klaas Financial Asset Advisors, LLC
DECREASED
Shares129,180 from 135,928
Change-6,748 (-5%)
Value$2.8M (-$271.3K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares128,690 from 116,774
Change+11,916 (+10%)
Value$2.8M (+$154.3K)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares128,353 from 121,869
Change+6,484 (+5%)
Value$2.8M (+$30.9K)
Filed 2026-11-03
Town Capital LLC
INCREASED
Shares123,902 from 103,763
Change+20,139 (+19%)
Value$2.7M (+$346.0K)
Filed 2026-11-03
Asempa Wealth Advisors
INCREASED
Shares123,870 from 114,069
Change+9,801 (+9%)
Value$2.7M (+$108.1K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
INCREASED
Shares123,592 from 96,656
Change+26,936 (+28%)
Value$2.7M (+$501.1K)
Filed 2026-10-14
AtlasMark Financial, Inc
DECREASED
Shares123,149 from 125,947
Change-2,798 (-2%)
Value$2.7M (-$175.8K)
Filed 2026-10-13
One Wealth Capital Management, LLC
DECREASED
Shares122,824 from 172,812
Change-49,988 (-29%)
Value$2.7M (-$1.3M)
Filed 2026-10-23
Armstrong Advisory Group, Inc
DECREASED
Shares122,564 from 128,111
Change-5,547 (-4%)
Value$2.7M (-$237.9K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED
Shares121,562 from 308,865
Change-187,303 (-61%)
Value$2.7M (-$4.4M)
Filed 2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED
Shares120,780 from 110,733
Change+10,047 (+9%)
Value$2.6M (+$119.0K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares118,880 from 109,124
Change+9,756 (+9%)
Value$2.6M (+$114.1K)
Filed 2026-10-14
Western Financial Corp
DECREASED
Shares115,856 from 115,863
Change-7 (0%)
Value$2.5M (-$105.6K)
Filed 2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares109,939 from 139,532
Change-29,593 (-21%)
Value$2.4M (-$774.2K)
Filed 2026-10-14
Polaris Investment Advisors, LLC
INCREASED
Shares108,762 from 86,799
Change+21,963 (+25%)
Value$2.4M (+$401.4K)
Filed 2026-10-20
Wesbanco Bank Inc
INCREASED
Shares108,684 from 105,025
Change+3,659 (+3%)
Value$2.4M (-$15.6K)
Filed 2026-11-04
Norden Group LLC
INCREASED
Shares107,154 from 29,791
Change+77,363 (+260%)
Value$2.3M (+$1.7M)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares106,600 from 115,225
Change-8,625 (-7%)
Value$2.3M (-$293.5K)
Filed 2026-10-27
Ascent Wealth Partners, LLC
INCREASED
Shares106,362 from 80,528
Change+25,834 (+32%)
Value$2.3M (+$491.7K)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares102,677 from 73,415
Change+29,262 (+40%)
Value$2.2M (+$573.1K)
Filed 2026-10-20
BOS Asset Management, LLC
INCREASED
Shares99,881 from 98,179
Change+1,702 (+2%)
Value$2.2M (-$52.1K)
Filed 2026-10-09
Founders Financial Securities LLC
INCREASED
Shares99,843 from 97,962
Change+1,881 (+2%)
Value$2.2M (-$48.0K)
Filed 2026-10-28
Avondale Wealth Management
DECREASED
Shares99,549 from 103,473
Change-3,924 (-4%)
Value$2.2M (-$180.0K)
Filed 2026-10-15
Odyssey Capital Advisors, Inc.
INCREASED
Shares98,766 from 94,697
Change+4,069 (+4%)
Value$2.2M (+$2.8K)
Filed 2026-10-26
Able Wealth Management LLC
INCREASED
Shares98,448 from 96,138
Change+2,310 (+2%)
Value$2.1M (-$44.8K)
Filed 2026-10-13
DMC Group, LLC
INCREASED
Shares97,399 from 95,193
Change+2,206 (+2%)
Value$2.1M (-$38.4K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares96,480 from 11,453
Change+85,027 (+742%)
Value$2.1M (+$1.8M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares95,989 from 95,034
Change+955 (+1%)
Value$2.1M (-$65.6K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares95,972 from 74,034
Change+21,938 (+30%)
Value$2.1M (+$412.4K)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares94,434 from 85,236
Change+9,198 (+11%)
Value$2.1M (+$123.6K)
Filed 2026-10-07
J.M. Arbour, LLC
INCREASED
Shares92,547 from 86,076
Change+6,471 (+8%)
Value$2.0M (+$63.2K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares90,615 from 93,685
Change-3,070 (-3%)
Value$2.0M (-$152.4K)
Filed 2026-10-13
Gen-Wealth Partners Inc
INCREASED
Shares90,112 from 83,815
Change+6,297 (+8%)
Value$2.0M (+$61.4K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares89,589 from 39,142
Change+50,447 (+129%)
Value$2.0M (+$1.1M)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares89,558 from 60,379
Change+29,179 (+48%)
Value$2.0M (+$583.2K)
Filed 2026-10-08
LongView Wealth Management
INCREASED
Shares88,620 from 77,794
Change+10,826 (+14%)
Value$1.9M (+$166.0K)
Filed 2026-10-19
Convergence Financial, LLC
NEW
Shares88,525
Change+88,525
Value$1.9M
Filed 2026-10-27
Triad Wealth Partners, LLC
DECREASED
Shares87,677 from 93,204
Change-5,527 (-6%)
Value$1.9M (-$171.2K)
Filed 2026-10-26
May Hill Capital, LLC
INCREASED
Shares87,499 from 79,957
Change+7,542 (+9%)
Value$1.9M (+$92.2K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares86,891 from 81,840
Change+5,051 (+6%)
Value$1.9M (+$36.0K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares86,834 from 77,618
Change+9,216 (+12%)
Value$1.9M (+$130.9K)
Filed 2026-11-02
BCU Wealth Advisors, LLC
INCREASED
Shares86,649 from 84,671
Change+1,978 (+2%)
Value$1.9M (-$33.8K)
Filed 2026-10-16
Anderson Hoagland & Co
INCREASED
Shares86,194 from 40,081
Change+46,113 (+115%)
Value$1.9M (+$1.0M)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares84,858 from 81,231
Change+3,627 (+4%)
Value$1.9M (+$5.4K)
Filed 2026-10-15
National Wealth Management Group, LLC
INCREASED
Shares84,711 from 80,097
Change+4,614 (+6%)
Value$1.9M (+$28.0K)
Filed 2026-10-26
Fairvoy Private Wealth, LLC
INCREASED
Shares82,396 from 67,277
Change+15,119 (+22%)
Value$1.8M (+$269.4K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares82,388 from 81,018
Change+1,370 (+2%)
Value$1.8M (-$43.8K)
Filed 2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares81,510 from 80,461
Change+1,049 (+1%)
Value$1.8M (-$50.3K)
Filed 2026-10-20
Jordan Park Trust Co LLC
DECREASED
Shares80,821 from 87,331
Change-6,510 (-7%)
Value$1.8M (-$221.8K)
Filed 2026-10-19
TritonPoint Partners, LLC
NEW
Shares80,724
Change+80,724
Value$1.8M
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares80,196 from 70,234
Change+9,962 (+14%)
Value$1.8M (+$153.3K)
Filed 2026-10-16
Two West Capital Advisors LLC
INCREASED
Shares80,033 from 72,530
Change+7,503 (+10%)
Value$1.8M (+$114.5K)
Filed 2026-10-15
Moneco Advisors, LLC
INCREASED
Shares79,505 from 20,862
Change+58,643 (+281%)
Value$1.7M (+$1.3M)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares77,355 from 74,360
Change+2,995 (+4%)
Value$1.7M (-$8.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares76,782 from 63,247
Change+13,535 (+21%)
Value$1.7M (+$238.5K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED
Shares75,022 from 87,497
Change-12,475 (-14%)
Value$1.6M (-$352.4K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares74,780 from 89,006
Change-14,226 (-16%)
Value$1.6M (-$392.1K)
Filed 2026-10-13
Unify Financial Advisors
INCREASED
Shares72,418 from 71,786
Change+632 (+1%)
Value$1.6M (-$51.5K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares72,338 from 74,006
Change-1,668 (-2%)
Value$1.6M (-$71.9K)
Filed 2026-11-04
Cosner Financial Group, LLC
UNCHANGED
Shares72,312 from 72,312
Change0 (0%)
Value$1.6M (-$65.8K)
Filed 2026-11-03
ADE, LLC
INCREASED
Shares71,453 from 67,105
Change+4,348 (+6%)
Value$1.6M (+$34.0K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares70,941 from 58,933
Change+12,008 (+20%)
Value$1.6M (+$209.0K)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
INCREASED
Shares70,477 from 69,998
Change+479 (+1%)
Value$1.5M (-$53.2K)
Filed 2026-10-20
PCG Asset Management, LLC
NEW
Shares70,261
Change+70,261
Value$1.5M
Filed 2026-11-05
4Wealth Advisors, Inc.
DECREASED
Shares70,191 from 70,299
Change-108 (0%)
Value$1.5M (-$71.6K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares69,844 from 69,164
Change+680 (+1%)
Value$1.5M (-$48.1K)
Filed 2026-10-30
WealthPoint Financial, LLC
INCREASED
Shares69,240 from 66,416
Change+2,824 (+4%)
Value$1.5M (+$1.3K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
INCREASED
Shares68,223 from 26,605
Change+41,618 (+156%)
Value$1.5M (+$886.0K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares68,072 from 58,597
Change+9,475 (+16%)
Value$1.5M (+$153.9K)
Filed 2026-11-04
TME Financial, Inc.
INCREASED
Shares67,318 from 65,800
Change+1,518 (+2%)
Value$1.5M (-$26.7K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares66,655 from 147,433
Change-80,778 (-55%)
Value$1.5M (-$1.9M)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares65,728 from 64,961
Change+767 (+1%)
Value$1.4M (-$42.3K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares63,784 from 85,456
Change-21,672 (-25%)
Value$1.4M (-$551.7K)
Filed 2026-10-08
GC Wealth Management RIA, LLC
INCREASED
Shares63,060 from 10,452
Change+52,608 (+503%)
Value$1.4M (+$1.1M)
Filed 2026-11-02
Verdence Capital Advisors LLC
DECREASED
Shares60,916 from 63,261
Change-2,345 (-4%)
Value$1.3M (-$108.9K)
Filed 2026-10-26
Acropolis Investment Management, LLC
NEW
Shares60,786
Change+60,786
Value$1.3M
Filed 2026-10-08
Absolute Capital Management, LLC
INCREASED
Shares60,055 from 48,690
Change+11,365 (+23%)
Value$1.3M (+$204.3K)
Filed 2026-10-16
Willis Johnson Wealth, Inc.
INCREASED
Shares59,784 from 59,601
Change+183 (+0%)
Value$1.3M (-$50.2K)
Filed 2026-11-03
Advisor OS, LLC
DECREASED
Shares59,011 from 59,315
Change-304 (-1%)
Value$1.3M (-$60.6K)
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares54,769 from 56,672
Change-1,903 (-3%)
Value$1.2M (-$93.2K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares53,621 from 52,011
Change+1,610 (+3%)
Value$1.2M (-$12.1K)
Filed 2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares53,549 from 55,079
Change-1,530 (-3%)
Value$1.2M (-$83.6K)
Filed 2026-10-22
Breakwater Investment Management
INCREASED
Shares52,973 from 25,932
Change+27,041 (+104%)
Value$1.2M (+$567.8K)
Filed 2026-10-20
Strategy Asset Managers LLC
INCREASED
Shares51,879 from 47,008
Change+4,871 (+10%)
Value$1.1M (+$63.7K)
Filed 2026-10-14
One Day In July LLC
DECREASED
Shares51,629 from 76,372
Change-24,743 (-32%)
Value$1.1M (-$610.6K)
Filed 2026-10-30
Firethorn Wealth Partners, LLC
INCREASED
Shares50,437 from 42,483
Change+7,954 (+19%)
Value$1.1M (+$135.3K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
NEW
Shares50,181
Change+50,181
Value$1.1M
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares49,825 from 41,958
Change+7,867 (+19%)
Value$1.1M (+$133.9K)
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares48,843 from 39,833
Change+9,010 (+23%)
Value$1.1M (+$160.8K)
Filed 2026-10-20
M Holdings Securities, Inc.
INCREASED
Shares48,619 from 34,167
Change+14,452 (+42%)
Value$1.1K (-$778.9K)
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares48,457 from 48,457
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-16
Retirement Wealth Solutions LLC
INCREASED
Shares48,054 from 47,299
Change+755 (+2%)
Value$1.1M (-$26.5K)
Filed 2026-10-07
Stonehearth Capital Management, LLC
INCREASED
Shares47,999 from 46,789
Change+1,210 (+3%)
Value$1.0M (-$16.1K)
Filed 2026-10-13
TFB Advisors LLC
DECREASED
Shares47,489 from 50,945
Change-3,456 (-7%)
Value$1.0M (-$121.9K)
Filed 2026-11-02
Certior Financial Group, LLC
INCREASED
Shares45,648 from 43,465
Change+2,183 (+5%)
Value$998.3K (+$8.2K)
Filed 2026-10-19
Pines Wealth Management, LLC
DECREASED
Shares44,963 from 46,163
Change-1,200 (-3%)
Value$983.3K (-$68.3K)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares44,839 from 41,866
Change+2,973 (+7%)
Value$980.6K (+$26.9K)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares43,677 from 43,677
Change0 (0%)
Value$955.2K (-$34.1K)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares43,635 from 91,687
Change-48,052 (-52%)
Value$954.3K (-$1.1M)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares43,623 from 36,803
Change+6,820 (+19%)
Value$954.0K (+$115.6K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED
Shares43,149 from 166,898
Change-123,749 (-74%)
Value$944.1K (-$2.8M)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares42,083 from 20,282
Change+21,801 (+107%)
Value$920.6K (+$458.6K)
Filed 2026-10-27
Latitude Advisors, LLC
INCREASED
Shares41,942 from 19,370
Change+22,572 (+117%)
Value$917.3K (+$476.0K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares41,272 from 40,232
Change+1,040 (+3%)
Value$902.6K (-$13.9K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
DECREASED
Shares40,867 from 49,730
Change-8,863 (-18%)
Value$893.8K (-$239.1K)
Filed 2026-10-20
True Blue Financial, LLC
INCREASED
Shares40,340 from 24,218
Change+16,122 (+67%)
Value$882.2K (+$330.6K)
Filed 2026-10-15
Hobbs Wealth Management, LLC
INCREASED
Shares39,643 from 36,101
Change+3,542 (+10%)
Value$867.0K (+$44.6K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares39,398
Change+39,398
Value$861.6K
Filed 2026-10-21
MSH Capital Advisors LLC
INCREASED
Shares39,070 from 38,210
Change+860 (+2%)
Value$854.5K (-$16.0K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares38,867 from 38,902
Change-35 (0%)
Value$850.0K (-$36.2K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares38,496 from 34,381
Change+4,115 (+12%)
Value$841.9K (+$58.7K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares38,240 from 27,189
Change+11,051 (+41%)
Value$836.3K (+$216.9K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares37,632 from 37,388
Change+244 (+1%)
Value$823.0K (-$28.7K)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares37,161 from 45,688
Change-8,527 (-19%)
Value$812.7K (-$228.1K)
Filed 2026-10-23
FWG Investments, Llc.
INCREASED
Shares36,486 from 25,709
Change+10,777 (+42%)
Value$798.0K (+$212.3K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares35,982 from 19,978
Change+16,004 (+80%)
Value$786.9K (+$331.8K)
Filed 2026-10-21
Invera Wealth Advisors, LLC
INCREASED
Shares35,313 from 35,006
Change+307 (+1%)
Value$772.3K (-$25.1K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares35,203 from 38,726
Change-3,523 (-9%)
Value$770 (-$881.2K)
Filed 2026-10-22
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares34,758 from 30,416
Change+4,342 (+14%)
Value$760.2K (+$67.3K)
Filed 2026-10-16
Elevation Wealth Management LLC
INCREASED
Shares33,861 from 31,191
Change+2,670 (+9%)
Value$740.5K (+$30.0K)
Filed 2026-11-02
Aspire Private Capital, LLC
DECREASED
Shares33,783 from 35,044
Change-1,261 (-4%)
Value$738.8K (-$59.5K)
Filed 2026-11-05
Cherrydale Wealth Management, LLC
DECREASED
Shares33,688 from 34,722
Change-1,034 (-3%)
Value$736.8K (-$54.2K)
Filed 2026-10-20
Idaho Trust Co
DECREASED
Shares33,149 from 50,017
Change-16,868 (-34%)
Value$724.6K (-$414.2K)
Filed 2026-11-04
Merkkuri Wealth Advisors LLC
INCREASED
Shares31,416 from 30,230
Change+1,186 (+4%)
Value$687.1K (-$1.6K)
Filed 2026-11-03
Integrated Wealth Management
INCREASED
Shares31,383 from 30,101
Change+1,282 (+4%)
Value$686.3K (+$652)
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares31,361 from 31,361
Change0 (0%)
Value$685.9K (-$28.5K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
INCREASED
Shares30,506 from 30,214
Change+292 (+1%)
Value$667.2K (-$21.1K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares28,659 from 26,127
Change+2,532 (+10%)
Value$626.2K (+$31.0K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares28,384 from 31,113
Change-2,729 (-9%)
Value$620.8K (-$88.0K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares27,952 from 14,993
Change+12,959 (+86%)
Value$611.3K (+$269.8K)
Filed 2026-10-26
One Advisory Partners, LLC
DECREASED
Shares27,896 from 406,771
Change-378,875 (-93%)
Value$610.1K (-$8.7M)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares27,614 from 31,097
Change-3,483 (-11%)
Value$603.9K (-$104.5K)
Filed 2026-10-23
Joel Adams & Associates, Inc.
INCREASED
Shares27,585 from 27,224
Change+361 (+1%)
Value$603.3K (-$16.9K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares27,542 from 12,739
Change+14,803 (+116%)
Value$602.3K (+$312.2K)
Filed 2026-10-13
Blue Capital, Inc.
INCREASED
Shares27,348 from 26,853
Change+495 (+2%)
Value$598.1K (-$13.6K)
Filed 2026-10-13
Obsidian CIO, LLC
INCREASED
Shares26,806 from 26,549
Change+257 (+1%)
Value$586.2K (-$18.5K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares26,361 from 20,282
Change+6,079 (+30%)
Value$576.5K (+$114.5K)
Filed 2026-11-02
LifeSteps Financial, Inc.
INCREASED
Shares26,223 from 7,581
Change+18,642 (+246%)
Value$573.5K (+$400.8K)
Filed 2026-10-15
GLR Partners, LLC
DECREASED
Shares26,108 from 27,840
Change-1,732 (-6%)
Value$571.0K (-$63.2K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares25,895 from 22,684
Change+3,211 (+14%)
Value$566.3K (+$49.6K)
Filed 2026-10-28
Avid Wealth Partners LLC
INCREASED
Shares25,892 from 24,621
Change+1,271 (+5%)
Value$566.3K (+$5.4K)
Filed 2026-11-03
ASL Financial, LLC
INCREASED
Shares25,818 from 10,032
Change+15,786 (+157%)
Value$564.6K (+$336.1K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED
Shares25,542 from 67,673
Change-42,131 (-62%)
Value$558.6K (-$983.0K)
Filed 2026-11-02
Cadinha & Co LLC
DECREASED
Shares25,513 from 25,713
Change-200 (-1%)
Value$558.0K (-$27.8K)
Filed 2026-10-22
Thrive Capital Management, LLC
DECREASED
Shares25,305 from 26,009
Change-704 (-3%)
Value$553.4K (-$39.1K)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares25,121 from 27,410
Change-2,289 (-8%)
Value$549.4K (-$75.0K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares24,915 from 15,325
Change+9,590 (+63%)
Value$544.9K (+$195.8K)
Filed 2026-11-02
BAM Wealth Management, LLC
INCREASED
Shares24,764 from 23,694
Change+1,070 (+5%)
Value$541.6K (+$1.8K)
Filed 2026-10-15
Legacy Advisory Services, LLC
NEW
Shares24,402
Change+24,402
Value$533.7K
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares24,027 from 22,527
Change+1,500 (+7%)
Value$525.5K (+$12.3K)
Filed 2026-11-05
Zenith Solutions, Inc.
INCREASED
Shares23,962 from 23,216
Change+746 (+3%)
Value$524.1K (-$4.8K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares23,888 from 21,976
Change+1,912 (+9%)
Value$522.4K (+$21.8K)
Filed 2026-10-26
Accelerate Investment Advisors LLC
NEW
Shares23,886
Change+23,886
Value$522.4K
Filed 2026-11-02
Hara Capital LLC
DECREASED
Shares23,872 from 23,972
Change-100 (0%)
Value$522.1K (-$24.0K)
Filed 2026-10-30
TrustWell Financial Advisors, LLC
INCREASED
Shares23,362 from 21,264
Change+2,098 (+10%)
Value$510.9K (+$26.5K)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
INCREASED
Shares22,721 from 22,026
Change+695 (+3%)
Value$496.9K (-$4.8K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
INCREASED
Shares22,615 from 22,583
Change+32 (+0%)
Value$494.6K (-$19.9K)
Filed 2026-10-15
Doliver Advisors, LP
INCREASED
Shares22,228 from 22,014
Change+214 (+1%)
Value$486.1K (-$15.4K)
Filed 2026-10-01
Elevated Capital Advisors, LLC
INCREASED
Shares22,195 from 14,893
Change+7,302 (+49%)
Value$485.4K (+$146.1K)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares21,736 from 21,828
Change-92 (0%)
Value$475.4K (-$21.9K)
Filed 2026-10-22
Meyer Handelman Co
INCREASED
Shares21,631 from 13,131
Change+8,500 (+65%)
Value$473.1K (+$173.9K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares21,496 from 25,898
Change-4,402 (-17%)
Value$470.1K (-$119.9K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares21,302 from 11,614
Change+9,688 (+83%)
Value$465.9K (+$201.3K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares21,300 from 22,839
Change-1,539 (-7%)
Value$465.8K (-$54.4K)
Filed 2026-10-26
Fulcrum Equity Management
INCREASED
Shares21,245 from 17,994
Change+3,251 (+18%)
Value$464.6K (+$54.7K)
Filed 2026-10-21
Sculati Wealth Management, LLC
INCREASED
Shares20,638 from 20,206
Change+432 (+2%)
Value$451.6K (-$5.7K)
Filed 2026-10-19
HFG Wealth Management, LLC
UNCHANGED
Shares20,482 from 20,482
Change0 (0%)
Value$466.6K ($0)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares20,322 from 18,944
Change+1,378 (+7%)
Value$444.4K (+$12.9K)
Filed 2026-11-02
Downshift Financial, LLC
DECREASED
Shares20,290 from 27,389
Change-7,099 (-26%)
Value$443.7K (-$180.2K)
Filed 2026-10-13
Soltis Investment Advisors LLC
NEW
Shares20,200
Change+20,200
Value$441.8K
Filed 2026-10-28
Regions Financial Corp
NEW
Shares20,147
Change+20,147
Value$440.6K
Filed 2026-11-05
Cooper Financial Group
INCREASED
Shares19,828 from 19,616
Change+212 (+1%)
Value$433.6K (-$13.2K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
DECREASED
Shares19,784 from 21,353
Change-1,569 (-7%)
Value$432.7K (-$53.8K)
Filed 2026-10-23
Mascoma Wealth Management LLC
NEW
Shares19,556
Change+19,556
Value$427.7K
Filed 2026-10-23
Destiny Wealth Partners, LLC
DECREASED
Shares19,338 from 19,910
Change-572 (-3%)
Value$430.4K (-$16.6K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares19,196 from 19,130
Change+66 (+0%)
Value$419.8K (-$16.0K)
Filed 2026-11-04
Third View Private Wealth, LLC
DECREASED
Shares19,096 from 20,775
Change-1,679 (-8%)
Value$417.6K (-$55.6K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
DECREASED
Shares18,994 from 21,324
Change-2,330 (-11%)
Value$415.4K (-$70.4K)
Filed 2026-10-28
Accurate Wealth Management, LLC
DECREASED
Shares18,931 from 19,588
Change-657 (-3%)
Value$414.8K (-$27.6K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares18,884
Change+18,884
Value$413.0K
Filed 2026-10-21
Paragon Private Wealth Management, LLC
DECREASED
Shares18,882 from 39,519
Change-20,637 (-52%)
Value$412.9K (-$487.3K)
Filed 2026-10-20
Client 1ST Advisory Group, LLC
DECREASED
Shares18,845 from 34,730
Change-15,885 (-46%)
Value$412.1K (-$379.0K)
Filed 2026-10-19
Intrua Financial, LLC
INCREASED
Shares18,791 from 18,397
Change+394 (+2%)
Value$411.0K (-$8.1K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
DECREASED
Shares18,790 from 20,813
Change-2,023 (-10%)
Value$410.9K (-$63.2K)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
INCREASED
Shares18,536 from 18,034
Change+502 (+3%)
Value$405.4K (-$5.4K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares18,325 from 5,246
Change+13,079 (+249%)
Value$400.8K (+$281.3K)
Filed 2026-10-29
Stewardship Advisors, LLC
INCREASED
Shares18,290 from 16,878
Change+1,412 (+8%)
Value$400.0K (+$15.5K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED
Shares18,160 from 16,460
Change+1,700 (+10%)
Value$397.2K (+$22.2K)
Filed 2026-10-05
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares18,070 from 18,070
Change0 (0%)
Value$395.2K (-$16.4K)
Filed 2026-10-15
Rinkey Investments
UNCHANGED
Shares18,057 from 18,057
Change0 (0%)
Value$394.9K (-$16.4K)
Filed 2026-10-28
Oregon Pacific Wealth Management, LLC
INCREASED
Shares17,994 from 17,259
Change+735 (+4%)
Value$393.5K (+$369)
Filed 2026-10-20
Abner Herrman & Brock LLC
NEW
Shares17,842
Change+17,842
Value$390
Filed 2026-10-20
City State Bank
UNCHANGED
Shares17,691 from 17,691
Change0 (0%)
Value$386.9K (-$16.1K)
Filed 2026-10-20
PUREfi Wealth, LLC
INCREASED
Shares17,528 from 13,242
Change+4,286 (+32%)
Value$383.3K (+$81.7K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
NEW
Shares17,317
Change+17,317
Value$378.7K
Filed 2026-10-27
Keybank National Association
INCREASED
Shares17,295 from 10,160
Change+7,135 (+70%)
Value$378.2K (+$146.8K)
Filed 2026-11-04
Sun Group Wealth Partners
NEW
Shares17,215
Change+17,215
Value$376.5K
Filed 2026-10-26
Acorn Financial Advisory Services Inc
NEW
Shares17,201
Change+17,201
Value$376.2K
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares17,193 from 16,181
Change+1,012 (+6%)
Value$376.0K (+$7.4K)
Filed 2026-10-14
Avantra Family Wealth, Inc.
INCREASED
Shares16,979 from 16,574
Change+405 (+2%)
Value$371.3K (-$6.2K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares16,910 from 13,502
Change+3,408 (+25%)
Value$369.8K (+$62.2K)
Filed 2026-10-22
Cap Partners, LLC
INCREASED
Shares16,825 from 14,442
Change+2,383 (+17%)
Value$368.0K (+$39.0K)
Filed 2026-10-19
LFG Wealth Partners, LLC
INCREASED
Shares16,563 from 9,364
Change+7,199 (+77%)
Value$362.2K (+$148.9K)
Filed 2026-10-28
Raleigh Capital Management Inc.
DECREASED
Shares16,441 from 17,723
Change-1,282 (-7%)
Value$359.6K (-$44.2K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED
Shares16,424 from 12,975
Change+3,449 (+27%)
Value$359.2K (+$63.6K)
Filed 2026-10-05
Gilliland Jeter Wealth Management LLC
INCREASED
Shares16,380 from 14,437
Change+1,943 (+13%)
Value$358.2K (+$29.4K)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares16,330 from 16,818
Change-488 (-3%)
Value$357.1K (-$26.0K)
Filed 2026-10-07
Compound Planning, Inc.
INCREASED
Shares16,291 from 16,193
Change+98 (+1%)
Value$356.3K (-$12.6K)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares16,268 from 16,814
Change-546 (-3%)
Value$355.8K (-$27.2K)
Filed 2026-10-09
Stirlingshire Investments, Inc.
INCREASED
Shares16,139 from 14,127
Change+2,012 (+14%)
Value$353.0K (+$31.1K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares16,059 from 33,388
Change-17,329 (-52%)
Value$351.2K (-$409.4K)
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares16,047
Change+16,047
Value$350.9K
Filed 2026-10-26
Brighton Jones LLC
NEW
Shares15,742
Change+15,742
Value$344.3K
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares15,278 from 24,357
Change-9,079 (-37%)
Value$334.1K (-$220.7K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
INCREASED
Shares15,272 from 14,560
Change+712 (+5%)
Value$334.0K (+$2.3K)
Filed 2026-10-13
Forthright Family Wealth Advisory LLC
INCREASED
Shares15,237 from 14,241
Change+996 (+7%)
Value$333.2K (+$8.8K)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
DECREASED
Shares15,052 from 27,110
Change-12,058 (-44%)
Value$329.2K (-$288.4K)
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares14,964 from 14,406
Change+558 (+4%)
Value$327.3K (-$906)
Filed 2026-10-27
Quartz Partners, LLC
INCREASED
Shares14,835 from 12,836
Change+1,999 (+16%)
Value$324.4K (+$32.0K)
Filed 2026-11-03
Midwest Financial Network, LLC
INCREASED
Shares14,728 from 12,799
Change+1,929 (+15%)
Value$322.1K (+$30.5K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares14,624 from 14,649
Change-25 (0%)
Value$319.8K (-$13.9K)
Filed 2026-10-16
Peak Wealth Management LLC
DECREASED
Shares14,406 from 356,494
Change-342,088 (-96%)
Value$317.7K (-$7.8M)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares14,229 from 13,377
Change+852 (+6%)
Value$311.2K (+$6.4K)
Filed 2026-11-04
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares14,071 from 13,534
Change+537 (+4%)
Value$307.7K (-$572)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
NEW
Shares13,919
Change+13,919
Value$304.4K
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares13,830 from 14,913
Change-1,083 (-7%)
Value$302.2K (-$35.7K)
Filed 2026-11-02
Johnson Financial Group, LLC
UNCHANGED
Shares13,829 from 13,829
Change0 (0%)
Value$302.4K (-$12.6K)
Filed 2026-11-03
Five Pine Wealth Management
NEW
Shares13,700
Change+13,700
Value$299.6K
Filed 2026-10-20
Lockerman Financial Group, Inc.
INCREASED
Shares13,672 from 13,316
Change+356 (+3%)
Value$299.0K (-$4.3K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares13,668 from 12,078
Change+1,590 (+13%)
Value$298.9K (+$23.8K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares13,431 from 12,406
Change+1,025 (+8%)
Value$293.7K (+$11.1K)
Filed 2026-10-30
Americana Partners, LLC
INCREASED
Shares13,213 from 11,869
Change+1,344 (+11%)
Value$289.0K (+$18.6K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares12,974 from 47,200
Change-34,226 (-73%)
Value$284.6K (-$790.6K)
Filed 2026-10-15
Leading Edge Financial Planning LLC
DECREASED
Shares12,754 from 12,841
Change-87 (-1%)
Value$278.9K (-$13.6K)
Filed 2026-10-23
Morling Financial Advisors, LLC
NEW
Shares12,612
Change+12,612
Value$275.8K
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
NEW
Shares12,543
Change+12,543
Value$274.3K
Filed 2026-10-22
One Way Holdings LLC
DECREASED
Shares12,411 from 13,274
Change-863 (-6%)
Value$271.4K (-$31.0K)
Filed 2026-10-29
Embree Financial Group
INCREASED
Shares12,317 from 8,966
Change+3,351 (+37%)
Value$269.4K (+$65.1K)
Filed 2026-10-22
Gables Capital Management Inc.
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$269.0K (-$11.2K)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
DECREASED
Shares12,215 from 12,456
Change-241 (-2%)
Value$267.1K (-$16.6K)
Filed 2026-10-26
Iron Financial LLC
INCREASED
Shares12,159 from 12,100
Change+59 (+0%)
Value$265.9K (-$9.7K)
Filed 2026-10-23
True Private Wealth Advisors
INCREASED
Shares12,148 from 11,586
Change+562 (+5%)
Value$265.7K (+$1.8K)
Filed 2026-10-19
Kelly Financial Group LLC
NEW
Shares12,141
Change+12,141
Value$265.5K
Filed 2026-10-16
Chesley Taft & Associates LLC
NEW
Shares11,982
Change+11,982
Value$262.0K
Filed 2026-10-13
Leslie Global Wealth, LLC
INCREASED
Shares11,933 from 11,401
Change+532 (+5%)
Value$261.0K (+$1.3K)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares11,727 from 24,925
Change-13,198 (-53%)
Value$256.5K (-$311.4K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares11,692 from 21,144
Change-9,452 (-45%)
Value$255.7K (-$226.0K)
Filed 2026-11-05
Sterling Investment Counsel, LLC
DECREASED
Shares11,606 from 12,182
Change-576 (-5%)
Value$253.8K (-$23.7K)
Filed 2026-10-19
Richardson Financial Services Inc.
DECREASED
Shares11,432 from 12,306
Change-874 (-7%)
Value$250.0K (-$30.3K)
Filed 2026-10-30
Smart Wealth LLC
NEW
Shares11,389
Change+11,389
Value$249.1K
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares11,336 from 10,336
Change+1,000 (+10%)
Value$247.9K (+$12.5K)
Filed 2026-10-08
4J Wealth Management LLC
DECREASED
Shares11,333 from 11,815
Change-482 (-4%)
Value$247.9K (-$21.3K)
Filed 2026-11-02
Ares Financial Consulting, LLC
DECREASED
Shares11,296 from 15,722
Change-4,426 (-28%)
Value$247.0K (-$111.1K)
Filed 2026-10-19
Blueprint Financial Advisors LLC
DECREASED
Shares11,259 from 104,194
Change-92,935 (-89%)
Value$246.2K (-$2.1M)
Filed 2026-10-28
Atlas Brown,Inc.
NEW
Shares11,214
Change+11,214
Value$245.3K
Filed 2026-10-09
Teamwork Financial Advisors, LLC
NEW
Shares11,177
Change+11,177
Value$244.4K
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares11,158 from 11,018
Change+140 (+1%)
Value$244.0K (-$7.0K)
Filed 2026-10-09
Blueprint Investment Partners LLC
DECREASED
Shares11,074 from 118,748
Change-107,674 (-91%)
Value$242.2K (-$2.5M)
Filed 2026-10-28
Hickory Point Bank & Trust
UNCHANGED
Shares10,877 from 10,877
Change0 (0%)
Value$237.9K (-$9.9K)
Filed 2026-10-01
Syntegra Private Wealth Group, LLC
INCREASED
Shares10,747 from 10,736
Change+11 (+0%)
Value$235.0K (-$9.5K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares10,471 from 9,053
Change+1,418 (+16%)
Value$229.0K (+$22.8K)
Filed 2026-10-26
KFG Wealth Management, LLC
INCREASED
Shares10,363 from 10,345
Change+18 (+0%)
Value$226.6K (-$9.0K)
Filed 2026-10-16
Eagle Rock Investment Company, LLC
UNCHANGED
Shares10,175 from 10,175
Change0 (0%)
Value$222.5K (-$9.3K)
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares10,100 from 9,500
Change+600 (+6%)
Value$220.9K (+$4.5K)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares10,093
Change+10,093
Value$220.7K
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares10,073 from 14,791
Change-4,718 (-32%)
Value$220.3K (-$116.6K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares10,040 from 9,724
Change+316 (+3%)
Value$219.6K (-$1.9K)
Filed 2026-10-28
Centennial Advisors, LLC
NEW
Shares9,861
Change+9,861
Value$215.7K
Filed 2026-10-21
Spinnaker Investment Group, LLC
DECREASED
Shares9,825 from 9,982
Change-157 (-2%)
Value$214.9K (-$12.5K)
Filed 2026-10-13
WBH Advisory Inc
NEW
Shares9,718
Change+9,718
Value$212.5K
Filed 2026-11-05
Advisory Solutions Group, LLC
NEW
Shares9,714
Change+9,714
Value$212.4K
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares9,602
Change+9,602
Value$211.1K
Filed 2026-10-14
First Premier Bank
INCREASED
Shares9,553 from 2,885
Change+6,668 (+231%)
Value$209 (+$143)
Filed 2026-10-13
Cordoba Advisory Partners LLC
NEW
Shares9,516
Change+9,516
Value$208.1K
Filed 2026-10-19
Trinity Wealth Management, LLC
NEW
Shares9,513
Change+9,513
Value$208.0K
Filed 2026-10-13
Accredited Investor Services, LLC
UNCHANGED
Shares9,509 from 9,509
Change0 (0%)
Value$208.0K (-$8.7K)
Filed 2026-10-22
Mosley Wealth Management
DECREASED
Shares9,353 from 9,708
Change-355 (-4%)
Value$206.2K (-$14.9K)
Filed 2026-10-16
MN Wealth Advisors, LLC
NEW
Shares9,293
Change+9,293
Value$203.3K
Filed 2026-10-23
Wiregrass Investment Management LLC
NEW
Shares9,253
Change+9,253
Value$202.4K
Filed 2026-11-05
Northbridge Financial Group, LLC
DECREASED
Shares9,187 from 10,495
Change-1,308 (-12%)
Value$200.5K (-$38.6K)
Filed 2026-11-05
Costello Asset Management, Inc
DECREASED
Shares7,646 from 9,169
Change-1,523 (-17%)
Value$167.2K (-$41.6K)
Filed 2026-10-30
Yankcom Partnership
INCREASED
Shares7,614 from 2,403
Change+5,211 (+217%)
Value$166.5K (+$111.8K)
Filed 2026-10-15
Independence Bank of Kentucky
UNCHANGED
Shares7,324 from 7,324
Change0 (0%)
Value$160.2K (-$6.7K)
Filed 2026-10-26
First Pacific Financial
INCREASED
Shares7,221 from 6,872
Change+349 (+5%)
Value$157.9K (+$1.4K)
Filed 2026-10-14
Albion Financial Group
DECREASED
Shares7,000 from 7,590
Change-590 (-8%)
Value$153.1K (-$19.8K)
Filed 2026-10-21
Carolina Wealth Advisors, LLC
NEW
Shares6,723
Change+6,723
Value$147.0K
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares6,216
Change+6,216
Value$135.9K
Filed 2026-10-19
Montgomery Financial Services LLC
INCREASED
Shares6,148 from 976
Change+5,172 (+530%)
Value$134.5K (+$112.2K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares6,127 from 6,160
Change-33 (-1%)
Value$134.0K (-$6.3K)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares6,059
Change+6,059
Value$132.5K
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,750 from 3,831
Change+1,919 (+50%)
Value$125.8K (+$38.5K)
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$123.4K (-$5.1K)
Filed 2026-10-14
Pflug Koory, LLC
UNCHANGED
Shares4,953 from 4,953
Change0 (0%)
Value$108.3K (-$4.5K)
Filed 2026-10-26
Realta Investment Advisors
INCREASED
Shares4,513 from 4,430
Change+83 (+2%)
Value$98.7K (-$2.2K)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares4,229 from 4,229
Change0 (0%)
Value$92.5K (-$3.8K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares4,069 from 1,501
Change+2,568 (+171%)
Value$89.0K (+$54.8K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares3,970 from 3,994
Change-24 (-1%)
Value$86.8K (-$4.2K)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares3,600 from 3,399
Change+201 (+6%)
Value$78.7K (+$1.3K)
Filed 2026-10-21
Sima Wealth Partners, LLC
DECREASED
Shares3,386 from 3,435
Change-49 (-1%)
Value$74.0K (-$4.2K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares3,357 from 3,327
Change+30 (+1%)
Value$73.4K (-$2.4K)
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares3,270 from 3,270
Change0 (0%)
Value$71.5K (-$3.0K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
DECREASED
Shares3,253 from 3,532
Change-279 (-8%)
Value$71.1K (-$9.3K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares2,900 from 6,349
Change-3,449 (-54%)
Value$63.4K (-$81.2K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$63.3K (-$2.6K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares2,782
Change+2,782
Value$60.8K
Filed 2026-10-21
Piscataqua Savings Bank
UNCHANGED
Shares2,607 from 2,607
Change0 (0%)
Value$57.0K (-$2.4K)
Filed 2026-10-21
Decker Retirement Planning Inc.
INCREASED
Shares2,365 from 1,881
Change+484 (+26%)
Value$51.7K (+$8.9K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares2,324 from 223,459
Change-221,135 (-99%)
Value$51 (-$5.1M)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,264 from 2,264
Change0 (0%)
Value$49.5K (-$2.1K)
Filed 2026-10-22
Tompkins Financial Corp
INCREASED
Shares2,126 from 156
Change+1,970 (+1263%)
Value$46.5K (+$42.9K)
Filed 2026-10-05
Avion Wealth
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$44 (-$2)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$42.6K (-$1.8K)
Filed 2026-10-23
Towne Trust Company, N.a
DECREASED
Shares1,799 from 3,417
Change-1,618 (-47%)
Value$39.3K (-$38.5K)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$34.4K (-$1.4K)
Filed 2026-10-20
United Financial Planning Group LLC
INCREASED
Shares1,492 from 1,478
Change+14 (+1%)
Value$32.6K (-$1.0K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares1,437
Change+1,437
Value$31.4K
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares1,432 from 3,495
Change-2,063 (-59%)
Value$31.3K (-$48.3K)
Filed 2026-11-04
Maseco LLP
NEW
Shares1,351
Change+1,351
Value$29.5K
Filed 2026-10-27
Guardian Partners Inc.
DECREASED
Shares1,270 from 1,770
Change-500 (-28%)
Value$27.8K (-$12.5K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares1,245 from 932
Change+313 (+34%)
Value$27.2K (+$6.0K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares1,163
Change+1,163
Value$25.4K
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$21.9K (-$910)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$21.8K (-$906)
Filed 2026-10-07
Birchwood Financial Partners, Inc.
DECREASED
Shares956 from 1,827
Change-871 (-48%)
Value$20.9K (-$20.7K)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares939 from 1,031
Change-92 (-9%)
Value$20.5K (-$3.0K)
Filed 2026-10-29
Your Advocates Ltd., LLP
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$19.1K (-$794)
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares774 from 744
Change+30 (+4%)
Value$16.9K (-$21)
Filed 2026-11-02
Private Wealth Management Group, LLC
NEW
Shares717
Change+717
Value$15.7K
Filed 2026-10-19
Signaturefd, LLC
DECREASED
Shares714 from 727
Change-13 (-2%)
Value$15.6K (-$946)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$15.1K (-$629)
Filed 2026-10-22
Rosenberg Matthew Hamilton
DECREASED
Shares677 from 801
Change-124 (-15%)
Value$14.8K (-$3.4K)
Filed 2026-10-05
Networth Advisors, LLC
INCREASED
Shares649 from 643
Change+6 (+1%)
Value$14.2K (-$449)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
NEW
Shares642
Change+642
Value$14.0K
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$14.0K (-$581)
Filed 2026-10-26
Peoples Financial Services Corp.
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$13.5K (-$563)
Filed 2026-10-20
Prudent Man Investment Management, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$12.6K (-$664)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares562 from 451
Change+111 (+25%)
Value$12.3K (+$2.0K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
DECREASED
Shares541 from 4,106
Change-3,565 (-87%)
Value$11.8K (-$81.7K)
Filed 2026-10-23
SJS Investment Consulting Inc.
NEW
Shares518
Change+518
Value$11.3K
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares501 from 623
Change-122 (-20%)
Value$11.0K (-$3.2K)
Filed 2026-11-05
Syntax Research, Inc.
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$10.8K (-$451)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$9.8K (-$407)
Filed 2026-10-20
Bayban
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$9.9K ($0)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares383
Change+383
Value$8.4K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$7.2K (-$301)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$7.4K (-$155)
Filed 2026-11-04
Elevate Wealth Advisory, Inc
NEW
Shares317
Change+317
Value$6.9K
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$6.7K (-$280)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$6.2K (-$257)
Filed 2026-10-23
Team Financial Group, LLC
NEW
Shares267
Change+267
Value$5.8K
Filed 2026-10-30
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$5.6K (-$237)
Filed 2026-10-16
WestEnd Advisors, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$5.3K (-$220)
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares232 from 228
Change+4 (+2%)
Value$5.1K (-$120)
Filed 2026-10-09
Rossmore Private Capital
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$4.9K (-$202)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$4.6K (-$193)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares210
Change+210
Value$4.6K
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares210 from 202
Change+8 (+4%)
Value$4.6K (-$19)
Filed 2026-11-04
DecisionPoint Financial, LLC
NEW
Shares197
Change+197
Value$4.3K
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares191 from 6,454
Change-6,263 (-97%)
Value$4.2K (-$142.8K)
Filed 2026-10-16
Essential Partners LLC
NEW
Shares178
Change+178
Value$3.9K
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$3.7K (-$155)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
NEW
Shares155
Change+155
Value$3.4K
Filed 2026-10-26
Abound Wealth Management
NEW
Shares148
Change+148
Value$3.2K
Filed 2026-10-26
Townsend Asset Management Corp
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$3.2K (-$134)
Filed 2026-10-29
Advocate Investing Services LLC
DECREASED
Shares136 from 249
Change-113 (-45%)
Value$3.0K (-$2.7K)
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares113 from 182
Change-69 (-38%)
Value$2.5K (-$1.7K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$2 (-$1)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$2.5K (-$103)
Filed 2026-10-23
Davis Capital Management
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$2.0K (-$85)
Filed 2026-10-08
Concord Wealth Partners
INCREASED
Shares89 from 4
Change+85 (+2125%)
Value$1.9K (+$1.9K)
Filed 2026-11-02
Lynch Investment Planning, LLC
NEW
Shares80
Change+80
Value$1.8K
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$1.2K (-$51)
Filed 2026-11-04
Phillips Financial Management, LLC
DECREASED
Shares53 from 171
Change-118 (-69%)
Value$1.2K (-$2.7K)
Filed 2026-10-19
Community Financial Services Group, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$961 (-$36)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$810 (-$33)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares21
Change+21
Value$459
Filed 2026-10-27
Aspect Partners, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$459 (-$19)
Filed 2026-10-20
Cutler Investment Counsel LLC
CLOSED
Shares0 from 1,149,762
Change-1,149,762 (-100%)
Value$0 (-$26.2M)
Filed 2026-10-28
School Employees Retirement Board of Ohio
CLOSED
Shares0 from 651,153
Change-651,153 (-100%)
Value$0 (-$14.8M)
Filed 2026-10-22
Catalyst Investment Management LLC
CLOSED
Shares0 from 149,442
Change-149,442 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-21
Altiora Financial Group, LLC
CLOSED
Shares0 from 94,459
Change-94,459 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-04
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 63,551
Change-63,551 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Ninety One SA (PTY) Ltd
CLOSED
Shares0 from 43,412
Change-43,412 (-100%)
Value$0 (-$990.9K)
Filed 2026-10-15
Saxony Capital Management, LLC
CLOSED
Shares0 from 42,495
Change-42,495 (-100%)
Value$0 (-$968.0K)
Filed 2026-10-15
Financial Partners Group, Inc
CLOSED
Shares0 from 31,241
Change-31,241 (-100%)
Value$0 (-$711.7K)
Filed 2026-10-19
Scarborough Advisors, LLC
CLOSED
Shares0 from 29,463
Change-29,463 (-100%)
Value$0 (-$669.1K)
Filed 2026-10-16
Wise Wealth Partners
CLOSED
Shares0 from 27,215
Change-27,215 (-100%)
Value$0 (-$620.0K)
Filed 2026-10-14
Kestra Investment Management, LLC
CLOSED
Shares0 from 27,114
Change-27,114 (-100%)
Value$0 (-$617.7K)
Filed 2026-11-04
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 18,192
Change-18,192 (-100%)
Value$0 (-$414.4K)
Filed 2026-11-04
Dagco, Inc.
CLOSED
Shares0 from 14,365
Change-14,365 (-100%)
Value$0 (-$327.2K)
Filed 2026-10-20
LVW Advisors, LLC
CLOSED
Shares0 from 14,106
Change-14,106 (-100%)
Value$0 (-$321.3K)
Filed 2026-10-19
Adventist Health System Sunbelt Healthcare Corp
CLOSED
Shares0 from 13,957
Change-13,957 (-100%)
Value$0 (-$318.2K)
Filed 2026-11-02
Seneca Financial Advisors LLC
CLOSED
Shares0 from 13,382
Change-13,382 (-100%)
Value$0 (-$304.8K)
Filed 2026-10-28
CV Advisors LLC
CLOSED
Shares0 from 12,584
Change-12,584 (-100%)
Value$0 (-$285.8K)
Filed 2026-10-13
Merited Wealth, LLC
CLOSED
Shares0 from 11,740
Change-11,740 (-100%)
Value$0 (-$267.4K)
Filed 2026-10-13
Stableford Capital II LLC
CLOSED
Shares0 from 11,204
Change-11,204 (-100%)
Value$0 (-$255.2K)
Filed 2026-10-09
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 9,905
Change-9,905 (-100%)
Value$0 (-$225.6K)
Filed 2026-11-05
Northland Securities, Inc.
CLOSED
Shares0 from 9,600
Change-9,600 (-100%)
Value$0 (-$218.7K)
Filed 2026-11-02
Apella Capital, LLC
CLOSED
Shares0 from 9,472
Change-9,472 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-08
Journey Retirement Planning & Investment Management LLC
CLOSED
Shares0 from 9,300
Change-9,300 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-09
Islay Capital Management, LLC
CLOSED
Shares0 from 3,916
Change-3,916 (-100%)
Value$0 (-$89.2K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 1,998
Change-1,998 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,694
Change-1,694 (-100%)
Value$0 (-$38.6K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-22
Evermay Wealth Management LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$17.6K)
Filed 2026-11-05
MTM Investment Management, LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-30
Kroeger Financial Partners
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-19
Pittenger & Anderson Inc
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-05
Kozak & Associates, Inc.
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
RMG Wealth Management LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$606)
Filed 2026-10-26
Sunrise Financial Services, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$251)
Filed 2026-10-21
Redwood Park Advisors LLC
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 488,595,396
Change-488,595,396 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 228,095,630
Change-228,095,630 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 167,199,210
Change-167,199,210 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 162,613,206
Change-162,613,206 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 59,440,029
Change-59,440,029 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 52,278,440
Change-52,278,440 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 44,022,618
Change-44,022,618 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 26,647,476
Change-26,647,476 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 24,096,250
Change-24,096,250 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 20,921,820
Change-20,921,820 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 15,819,740
Change-15,819,740 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,425,544
Change-11,425,544 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,888,991
Change-10,888,991 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,613,855
Change-10,613,855 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 10,483,782
Change-10,483,782 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,130,922
Change-10,130,922 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,583,212
Change-8,583,212 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 8,563,994
Change-8,563,994 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,996,194
Change-7,996,194 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 7,932,000
Change-7,932,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,210,378
Change-7,210,378 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,063,645
Change-7,063,645 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 6,494,554
Change-6,494,554 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,493,994
Change-6,493,994 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,348,372
Change-6,348,372 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,203,467
Change-6,203,467 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,018,417
Change-6,018,417 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,594,960
Change-5,594,960 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,489,508
Change-5,489,508 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,966,997
Change-4,966,997 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 4,902,127
Change-4,902,127 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 4,590,444
Change-4,590,444 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,399,631
Change-4,399,631 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,230,483
Change-4,230,483 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,947,369
Change-3,947,369 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,911,496
Change-3,911,496 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,692,267
Change-3,692,267 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,624,472
Change-3,624,472 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 3,577,996
Change-3,577,996 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 3,329,569
Change-3,329,569 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,246,145
Change-3,246,145 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,043,419
Change-3,043,419 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,945,895
Change-2,945,895 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,887,624
Change-2,887,624 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,751,738
Change-2,751,738 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,532,810
Change-2,532,810 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,843,887
Change-1,843,887 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,657,284
Change-1,657,284 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,607,356
Change-1,607,356 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,516,171
Change-1,516,171 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,438,410
Change-1,438,410 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,415,306
Change-1,415,306 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,340,500
Change-1,340,500 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,289,961
Change-1,289,961 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,275,472
Change-1,275,472 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,214,016
Change-1,214,016 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,204,706
Change-1,204,706 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,184,445
Change-1,184,445 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,183,233
Change-1,183,233 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,121,539
Change-1,121,539 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,084,684
Change-1,084,684 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 939,632
Change-939,632 (-100%)
Value—
Commerce Bank
N/A
Shares— from 937,112
Change-937,112 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 918,206
Change-918,206 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 899,561
Change-899,561 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 875,351
Change-875,351 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 866,864
Change-866,864 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 861,989
Change-861,989 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 847,680
Change-847,680 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 825,593
Change-825,593 (-100%)
Value—
&partners
N/A
Shares— from 809,711
Change-809,711 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 768,174
Change-768,174 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 758,976
Change-758,976 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 754,954
Change-754,954 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 739,452
Change-739,452 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 684,975
Change-684,975 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 682,331
Change-682,331 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 678,839
Change-678,839 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 654,307
Change-654,307 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 629,015
Change-629,015 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 628,739
Change-628,739 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 611,164
Change-611,164 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 607,625
Change-607,625 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 595,973
Change-595,973 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 590,216
Change-590,216 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 583,146
Change-583,146 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 563,429
Change-563,429 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 548,054
Change-548,054 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 546,775
Change-546,775 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 536,417
Change-536,417 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 521,849
Change-521,849 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 519,418
Change-519,418 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 471,560
Change-471,560 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 466,476
Change-466,476 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 461,624
Change-461,624 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 459,986
Change-459,986 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 458,746
Change-458,746 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 457,706
Change-457,706 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 439,520
Change-439,520 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 433,748
Change-433,748 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 430,843
Change-430,843 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 415,293
Change-415,293 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 415,136
Change-415,136 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 413,219
Change-413,219 (-100%)
Value—
Prudential PLC
N/A
Shares— from 403,210
Change-403,210 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 402,300
Change-402,300 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 387,987
Change-387,987 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 356,861
Change-356,861 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 347,838
Change-347,838 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 346,706
Change-346,706 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 343,109
Change-343,109 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 340,171
Change-340,171 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 338,975
Change-338,975 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 335,094
Change-335,094 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 329,833
Change-329,833 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 327,477
Change-327,477 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 326,927
Change-326,927 (-100%)
Value—
Invst, LLC
N/A
Shares— from 316,938
Change-316,938 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 316,119
Change-316,119 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 315,310
Change-315,310 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 314,534
Change-314,534 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 309,532
Change-309,532 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 302,014
Change-302,014 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 301,630
Change-301,630 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 288,498
Change-288,498 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 285,832
Change-285,832 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 283,172
Change-283,172 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 280,614
Change-280,614 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 276,895
Change-276,895 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 276,489
Change-276,489 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 264,514
Change-264,514 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 263,866
Change-263,866 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 249,508
Change-249,508 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 244,533
Change-244,533 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 243,965
Change-243,965 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 241,957
Change-241,957 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 240,454
Change-240,454 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 238,091
Change-238,091 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 228,310
Change-228,310 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 223,569
Change-223,569 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 222,675
Change-222,675 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 220,236
Change-220,236 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 217,888
Change-217,888 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 216,785
Change-216,785 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 212,348
Change-212,348 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 210,327
Change-210,327 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 209,762
Change-209,762 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 205,853
Change-205,853 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 203,659
Change-203,659 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 196,731
Change-196,731 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 196,465
Change-196,465 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 189,877
Change-189,877 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 189,217
Change-189,217 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 188,239
Change-188,239 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 187,003
Change-187,003 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 186,457
Change-186,457 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 179,012
Change-179,012 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 177,196
Change-177,196 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 174,530
Change-174,530 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 173,991
Change-173,991 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 170,401
Change-170,401 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 167,604
Change-167,604 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 163,686
Change-163,686 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 159,136
Change-159,136 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 157,918
Change-157,918 (-100%)
Value—
EQ LLC
N/A
Shares— from 157,131
Change-157,131 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 152,970
Change-152,970 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 150,084
Change-150,084 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 142,817
Change-142,817 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 136,932
Change-136,932 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 126,389
Change-126,389 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 123,180
Change-123,180 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 121,386
Change-121,386 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 117,200
Change-117,200 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 116,450
Change-116,450 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 115,920
Change-115,920 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 115,548
Change-115,548 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 114,470
Change-114,470 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 106,638
Change-106,638 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 105,708
Change-105,708 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 105,508
Change-105,508 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 104,014
Change-104,014 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 103,932
Change-103,932 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 103,347
Change-103,347 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 102,424
Change-102,424 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 100,836
Change-100,836 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 99,822
Change-99,822 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 99,262
Change-99,262 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 98,015
Change-98,015 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 97,870
Change-97,870 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 97,667
Change-97,667 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 95,275
Change-95,275 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 92,150
Change-92,150 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 92,088
Change-92,088 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 91,667
Change-91,667 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 89,500
Change-89,500 (-100%)
Value—
BNP Paribas
N/A
Shares— from 85,929
Change-85,929 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 84,855
Change-84,855 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 83,089
Change-83,089 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 79,684
Change-79,684 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 78,677
Change-78,677 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 78,171
Change-78,171 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 76,335
Change-76,335 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 74,758
Change-74,758 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 73,819
Change-73,819 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 73,705
Change-73,705 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 73,689
Change-73,689 (-100%)
Value—
Collier Financial
N/A
Shares— from 73,609
Change-73,609 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 72,841
Change-72,841 (-100%)
Value—
Nwam LLC
N/A
Shares— from 72,644
Change-72,644 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 72,559
Change-72,559 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 70,247
Change-70,247 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 69,849
Change-69,849 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 68,549
Change-68,549 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 66,517
Change-66,517 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 65,784
Change-65,784 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 64,905
Change-64,905 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 62,991
Change-62,991 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 62,706
Change-62,706 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 62,062
Change-62,062 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 62,018
Change-62,018 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 61,849
Change-61,849 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 61,454
Change-61,454 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 61,341
Change-61,341 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 61,211
Change-61,211 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 59,663
Change-59,663 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 58,182
Change-58,182 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 57,398
Change-57,398 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 56,230
Change-56,230 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 56,188
Change-56,188 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 55,012
Change-55,012 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 52,011
Change-52,011 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 51,920
Change-51,920 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 50,802
Change-50,802 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 49,802
Change-49,802 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 49,755
Change-49,755 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 49,289
Change-49,289 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 48,877
Change-48,877 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,594
Change-48,594 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 47,709
Change-47,709 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 47,551
Change-47,551 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 47,418
Change-47,418 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 46,711
Change-46,711 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 45,917
Change-45,917 (-100%)
Value—
Bank of Marin
N/A
Shares— from 45,891
Change-45,891 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 45,639
Change-45,639 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 44,955
Change-44,955 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 44,497
Change-44,497 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 44,003
Change-44,003 (-100%)
Value—
Betterment LLC
N/A
Shares— from 43,373
Change-43,373 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 42,200
Change-42,200 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 41,841
Change-41,841 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 41,592
Change-41,592 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 41,224
Change-41,224 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 40,253
Change-40,253 (-100%)
Value—
EFG International AG
N/A
Shares— from 39,292
Change-39,292 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 38,649
Change-38,649 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 38,496
Change-38,496 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 38,116
Change-38,116 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 38,064
Change-38,064 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 37,791
Change-37,791 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 37,443
Change-37,443 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 37,199
Change-37,199 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 37,125
Change-37,125 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 36,526
Change-36,526 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 36,481
Change-36,481 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 35,759
Change-35,759 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 35,396
Change-35,396 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 35,337
Change-35,337 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 33,811
Change-33,811 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 33,627
Change-33,627 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 33,587
Change-33,587 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 33,001
Change-33,001 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 32,552
Change-32,552 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 32,478
Change-32,478 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 32,231
Change-32,231 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 32,119
Change-32,119 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 31,266
Change-31,266 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 31,188
Change-31,188 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 31,137
Change-31,137 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 29,945
Change-29,945 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 28,950
Change-28,950 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28,948
Change-28,948 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 27,747
Change-27,747 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 26,796
Change-26,796 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 26,599
Change-26,599 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 25,804
Change-25,804 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,982
Change-24,982 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 24,584
Change-24,584 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 24,468
Change-24,468 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 24,314
Change-24,314 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 23,925
Change-23,925 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 23,922
Change-23,922 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 23,243
Change-23,243 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 23,028
Change-23,028 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 22,947
Change-22,947 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,844
Change-22,844 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 22,057
Change-22,057 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 21,341
Change-21,341 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 21,290
Change-21,290 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 21,222
Change-21,222 (-100%)
Value—
Members Trust Co
N/A
Shares— from 20,991
Change-20,991 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 20,960
Change-20,960 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 20,661
Change-20,661 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 20,465
Change-20,465 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 20,423
Change-20,423 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 20,321
Change-20,321 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 19,947
Change-19,947 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 19,328
Change-19,328 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 18,533
Change-18,533 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 18,157
Change-18,157 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 18,024
Change-18,024 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 17,785
Change-17,785 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 16,974
Change-16,974 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 16,043
Change-16,043 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 15,687
Change-15,687 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 15,592
Change-15,592 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 15,551
Change-15,551 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 15,137
Change-15,137 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,062
Change-15,062 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 14,646
Change-14,646 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,298
Change-14,298 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 14,122
Change-14,122 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,678
Change-13,678 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 13,431
Change-13,431 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 12,792
Change-12,792 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,693
Change-12,693 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 12,335
Change-12,335 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 12,031
Change-12,031 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,894
Change-10,894 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
American Trust
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,962
Change-9,962 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9,097
Change-9,097 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 7,941
Change-7,941 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 785
Change-785 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 577
Change-577 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 539
Change-539 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 447
Change-447 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 395
Change-395 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 332
Change-332 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 222
Change-222 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 185
Change-185 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 171
Change-171 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Motco
N/A
Shares— from 147
Change-147 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 21
Change-21 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 11
Change-11 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Truist Financial Corp
DECREASED72,218,61776,608,536-4,389,919-6%$1.7B$1.6B-$165.7M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED29,443,75425,858,813+3,584,941+14%$580.2M$643.3M+$63.0M2026-10-13
Assetmark, Inc
DECREASED26,299,37127,424,017-1,124,646-4%$624.7M$575.2M-$49.6M2026-10-21
Fund Evaluation Group, LLC
INCREASED21,579,98018,424,626+3,155,354+17%$419.7M$472.0M+$52.2M2026-11-05
TD Private Client Wealth LLC
INCREASED9,385,9238,863,673+522,250+6%$201.9M$205.3M+$3.4M2026-10-28
Bank of New York Mellon Corp
INCREASED8,456,3807,578,563+877,817+12%$172.6M$184.9M+$12.3M2026-11-05
Park Avenue Securities LLC
INCREASED6,704,1526,553,412+150,740+2%$149.3M$146.6K-$149.1M2026-10-26
MCF Advisors LLC
INCREASED5,407,1194,572,890+834,229+18%$104.2M$118.3M+$14.1M2026-10-28
Wedmont Private Capital
INCREASED5,147,8534,672,099+475,754+10%$105.5M$112.6M+$7.1M2026-10-09
Thrivent Financial for Lutherans
INCREASED4,192,6243,734,884+457,740+12%$85.1M$91.7M+$6.6M2026-11-05
SYM Financial Corp
INCREASED4,033,9323,845,020+188,912+5%$87.6M$88.2M+$632.6K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED3,839,6613,521,336+318,325+9%$80.2M$84.0M+$3.8M2026-10-21
Crestwood Advisors Group, LLC
INCREASED3,644,1603,526,231+117,929+3%$80.3M$79.7M-$630.7K2026-10-27
Sagespring Wealth Partners, LLC
INCREASED3,220,0512,987,988+232,063+8%$68.1M$70.4M+$2.4M2026-10-22
Commonwealth Equity Services, LLC
INCREASED2,551,6801,967,803+583,877+30%$44.8M$55.8M+$11.0M2026-11-02
Vise Technologies, Inc.
INCREASED2,062,7381,524,956+537,782+35%$34.7M$45.1M+$10.4M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED2,021,9391,925,403+96,536+5%$43.9M$44.2K-$43.8M2026-11-02
Dodds Wealth, LLC
DECREASED1,928,7772,039,239-110,462-5%$46.5M$42.2M-$4.3M2026-11-02
Bailard, Inc.
INCREASED1,825,6671,767,056+58,611+3%$40.3M$39.9M-$326.2K2026-10-13
Lido Advisors, LLC
INCREASED1,780,90115,617+1,765,284+11304%$355.8K$38.9M+$38.6M2026-11-04
Northland Capital Management LLC
NEW1,732,833—+1,732,833——$37.9M—2026-10-15
Strategic Blueprint, LLC
INCREASED1,643,5451,526,575+116,970+8%$34.8M$35.9M+$1.2M2026-10-22
JB Capital LLC
INCREASED1,600,9661,544,278+56,688+4%$35.2M$35.0M-$165.5K2026-10-19
Heck Capital Advisors, LLC
DECREASED1,583,7791,741,058-157,279-9%$39.7M$34.6M-$5.0M2026-10-14
Verum Partners LLC
DECREASED1,562,2411,703,197-140,956-8%$38.8M$34.2M-$4.6M2026-10-21
US Bancorp \de\
INCREASED1,555,8421,349,783+206,059+15%$30.7M$34.0M+$3.3M2026-11-05
Foster Group, Inc.
DECREASED1,529,7121,564,093-34,381-2%$35.6M$33.5M-$2.2M2026-10-13
Integrity Alliance, Llc.
INCREASED1,516,9111,418,814+98,097+7%$32.3M$33.2M+$854.3K2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED1,503,6331,439,540+64,093+4%$32.8M$32.9M+$91.7K2026-11-03
Johnson Bixby & Associates, LLC
INCREASED1,485,3861,403,983+81,403+6%$32.0M$32.5M+$502.7K2026-10-14
3Edge Asset Management, LP
INCREASED1,484,6741,414,914+69,760+5%$32.2M$32.5M+$238.1K2026-10-30
Sharkey, Howes & Javer
INCREASED1,481,3401,313,251+168,089+13%$29.9M$32.4M+$2.5M2026-10-22
Ascent Group, LLC
INCREASED1,468,6381,368,476+100,162+7%$31.2M$32.1M+$945.2K2026-10-30
Trilogy Capital Inc.
INCREASED1,299,2951,186,819+112,476+9%$27.0M$28.4M+$1.4M2026-10-20
Lockheed Martin Investment Management Co
UNCHANGED1,250,0001,250,00000%$28.5M$27.3M-$1.1M2026-11-04
Bernardo Wealth Planning LLC
INCREASED1,183,342558,067+625,275+112%$12.7M$25.9M+$13.2M2026-10-23
Atria Investments, Inc
INCREASED1,150,0391,136,935+13,104+1%$25.9M$25.2M-$748.0K2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED1,134,2551,092,317+41,938+4%$24.9M$24.8M-$76.8K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED1,084,5961,328,466-243,870-18%$30.3M$23.7M-$6.5M2026-10-20
Ddfg, Inc
INCREASED1,078,3861,053,127+25,259+2%$24.0M$23.6M-$405.9K2026-10-15
Genus Capital Management Inc.
DECREASED1,077,7411,087,346-9,605-1%$24.8M$23.6M-$1.2M2026-11-04
Horst & Graben Wealth Management LLC
INCREASED1,048,557880,067+168,490+19%$19.9M$22.9M+$3.0M2026-11-02
Creative Planning
INCREASED1,044,212397,744+646,468+163%$9.1M$22.8M+$13.8M2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED999,962912,153+87,809+10%$20.8M$21.9M+$1.1M2026-10-14
Gibbs Wealth Management
INCREASED966,935857,032+109,903+13%$19.5M$21.1M+$1.6M2026-10-22
CFS Investment Advisory Services, LLC
INCREASED964,973819,652+145,321+18%$18.6M$21.1M+$2.5M2026-10-19
SteelPeak Wealth, LLC
DECREASED959,3901,050,429-91,039-9%$23.9M$21.0M-$2.9M2026-10-16
Juno Financial Group LLC
INCREASED948,230927,750+20,480+2%$21.1M$20.7M-$396.4K2026-10-27
Arcadia Wealth Management, LLC
INCREASED921,815729,380+192,435+26%$16.6M$20.2M+$3.5M2026-10-22
Farther Finance Advisors, LLC
DECREASED915,779959,649-43,870-5%$21.9M$20.0M-$1.8M2026-10-08
Key FInancial Inc
INCREASED898,049861,313+36,736+4%$19.6M$19.6M+$19.6K2026-11-02
Snider Financial Group
INCREASED895,571832,801+62,770+8%$19.0M$19.6M+$614.9K2026-10-16
Pettinga Financial Advisors LLC
INCREASED887,492835,484+52,008+6%$19.0M$19.4M+$377.1K2026-10-13
MGO One Seven LLC
INCREASED857,728824,638+33,090+4%$18.8M$18.8M-$26.7K2026-10-28
Schmidt P J Investment Management Inc
DECREASED814,587830,475-15,888-2%$18.9M$17.8M-$1.1M2026-11-02
Nationwide Fund Advisors
DECREASED810,4792,123,836-1,313,357-62%$204.8M$17.7M-$187.1M2026-10-28
Kelly Financial Services LLC
INCREASED733,796646,386+87,410+14%$14.7M$16.0M+$1.3M2026-10-20
Kestra Advisory Services, LLC
INCREASED726,244395,336+330,908+84%$9.0M$15.9M+$6.9M2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED723,611658,297+65,314+10%$15.0M$15.8M+$829.4K2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED693,896687,708+6,188+1%$15.7M$15.2M-$490.5K2026-11-05
Shepherd Financial Partners LLC
INCREASED692,319640,815+51,504+8%$14.6M$15.1M+$543.3K2026-11-03
Diversify Wealth Management, LLC
INCREASED682,619493,694+188,925+38%$11.1M$15.1M+$3.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED682,619493,694+188,925+38%$11.1M$15.1M+$3.9M2026-10-20
Milestone Asset Management, LLC
INCREASED660,867371,787+289,080+78%$8.5M$14.5M+$6.0M2026-10-15
Stone House Investment Management, LLC
INCREASED654,228606,615+47,613+8%$13.8M$14.3M+$489.3K2026-10-23
Perigon Wealth Management, LLC
INCREASED632,732624,075+8,657+1%$14.2M$13.8M-$378.6K2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED612,386598,663+13,723+2%$13.6M$13.4M-$244.7K2026-10-13
TSA Wealth Managment LLC
INCREASED566,985442,717+124,268+28%$10.1M$12.4M+$2.3M2026-10-22
Deane Retirement Strategies, Inc.
NEW566,809—+566,809——$12.4M—2026-10-09
MMA Asset Management LLC
DECREASED564,370579,075-14,705-3%$13.2M$12.3M-$848.6K2026-11-02
Trek Financial, LLC
INCREASED537,520489,541+47,979+10%$11.2M$11.8M+$603.8K2026-10-29
Stolz & Associates, PS
INCREASED520,105500,701+19,404+4%$11.4M$11.4M-$31.3K2026-11-05
Citigroup Inc
DECREASED511,6302,118,713-1,607,083-76%$48.3M$11.2M-$37.1M2026-11-04
Roberts Financial Services LLC
DECREASED505,286820,077-314,791-38%$18.7M$11.1M-$7.6M2026-10-23
Clear Creek Financial Management, LLC
DECREASED503,625647,842-144,217-22%$14.8M$11.0M-$3.7M2026-10-28
Pacific Wealth Management
DECREASED497,893676,479-178,586-26%$15.4M$10.9M-$4.5M2026-10-05
Montecito Bank & Trust
INCREASED482,821482,547+274+0%$11.0M$10.6M-$433.1K2026-10-01
Wetzel Investment Advisors, Inc.
INCREASED476,466466,531+9,935+2%$10.6M$10.4M-$207.3K2026-10-13
Traveka Wealth, LLC
INCREASED470,570386,951+83,619+22%$8.8M$10.3M+$1.5M2026-10-19
Concurrent Investment Advisors, LLC
DECREASED446,787613,825-167,038-27%$14.0M$9.8M-$4.2M2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED446,577351,555+95,022+27%$8.0M$9.8M+$1.8M2026-11-03
Cardinal Strategic Wealth Guidance
INCREASED442,958418,426+24,532+6%$9.5M$9.7M+$155.7K2026-11-02
FFG Retirement Advisors LLC
DECREASED414,060423,991-9,931-2%$9.7M$9.1M-$603.0K2026-10-20
Centerline Wealth Advisors, LLC
INCREASED411,571317,463+94,108+30%$7.2M$9.0M+$1.8M2026-10-15
Simplicity Wealth,LLC
INCREASED403,485287,718+115,767+40%$6.6M$8.8M+$2.3M2026-10-23
Beacon Financial Group
INCREASED395,948347,722+48,226+14%$7.9M$8.7M+$738.3K2026-10-19
Madson Wealth Advisors Inc
INCREASED389,326362,918+26,408+7%$8.3M$8.5M+$247.3K2026-10-13
SWP Financial LLC
INCREASED386,490380,597+5,893+2%$8.7M$8.5M-$217.5K2026-10-23
Compagnie Lombard Odier SCmA
DECREASED382,519410,396-27,877-7%$9.3M$8.4M-$983.1K2026-11-04
Arch Global Advisors, LLC
INCREASED371,846337,663+34,183+10%$7.7M$8.1M+$440.3K2026-10-23
Brookstone Capital Management
DECREASED368,149428,427-60,278-14%$9.8M$8.1M-$1.7M2026-10-22
Archer Investment Management, LLC
INCREASED355,685329,090+26,595+8%$7.5M$7.8M+$282.2K2026-10-13
Meitav Investment House LTD
INCREASED353,652339,541+14,111+4%$7.7M$7.7M-$1.5K2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED351,174283,562+67,612+24%$6.5M$7.7M+$1.2M2026-11-04
Highline Wealth Partners LLC
INCREASED347,610343,024+4,586+1%$7.8M$7.6M-$211.9K2026-10-19
True North Advisors, LLC
DECREASED342,411359,346-16,935-5%$8.2M$7.5M-$697.4K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED338,538319,340+19,198+6%$7.3M$7.4M+$129.3K2026-10-30
Sovran Advisors, LLC
INCREASED337,495311,887+25,608+8%$7.0M$7.5M+$490.0K2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED335,627317,486+18,141+6%$7.2M$7.3M+$107.8K2026-11-03
Midwest Capital Advisors, LLC
DECREASED334,060513,973-179,913-35%$11.7M$7.3M-$4.4M2026-11-04
SigFig Wealth Management, LLC
INCREASED325,172314,903+10,269+3%$7.2M$7.1M-$90.3K2026-10-07
McNaughton Wealth Management, LLC
INCREASED324,074308,636+15,438+5%$7.0M$7.1M+$56.8K2026-10-09
Pinion Investment Advisors, LLC
INCREASED320,364256,039+64,325+25%$5.8M$7.0M+$1.2M2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED313,982210,310+103,672+49%$4.8M$6.9M+$2.1M2026-10-16
Endeavor Private Wealth, Inc.
INCREASED310,507283,058+27,449+10%$6.4M$6.8M+$342.7K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED310,389278,657+31,732+11%$6.3M$6.8M+$440.4K2026-11-03
Family Capital Trust Co
DECREASED301,712301,903-1910%$6.9M$6.6M-$278.9K2026-10-22
Cobblestone Asset Management LLC
INCREASED300,198288,832+11,366+4%$6.6M$6.6M-$14.3K2026-10-13
PFG Advisors
INCREASED293,583268,267+25,316+9%$6.1M$6.4M+$309.5K2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED291,361246,181+45,180+18%$5.6M$6.4M+$764.1K2026-11-05
Blue Trust, Inc.
INCREASED290,161287,257+2,904+1%$6.5M$6.3M-$197.9K2026-10-15
Alterna Wealth Management, Inc
DECREASED286,157287,911-1,754-1%$6.6M$6.3M-$300.4K2026-10-27
Phoenix Wealth Advisors
DECREASED280,777473,607-192,830-41%$10.8M$6.1M-$4.6M2026-11-03
Privium Fund Management (UK) Ltd
INCREASED278,610269,080+9,530+4%$6.2M$6.1M-$55.1K2026-10-30
ShoreHaven Wealth Partners, LLC
INCREASED277,909271,524+6,385+2%$6.2M$6.1M-$107.4K2026-10-16
Detalus Advisors, LLC
INCREASED273,731222,323+51,408+23%$5.1M$6.0M+$922.0K2026-10-15
Center For Asset Management LLC
DECREASED270,588276,384-5,796-2%$6.3M$5.9M-$378.3K2026-10-16
Cypress Wealth Services, LLC
INCREASED268,278243,728+24,550+10%$5.6M$5.9M+$301.7K2026-10-21
Ascentis Independent Advisors
INCREASED266,7853,275+263,510+8046%$74.6K$5.8M+$5.8M2026-11-03
Range Financial Group LLC
INCREASED262,982205,901+57,081+28%$4.7M$5.8M+$1.1M2026-10-21
Investment Partners, Ltd.
NEW260,724—+260,724——$5.7M—2026-10-29
Unique Wealth, LLC
INCREASED260,027257,154+2,873+1%$5.9M$5.7M-$171.2K2026-10-16
West Wealth Group, LLC
INCREASED258,931232,206+26,725+12%$5.3M$5.7M+$373.2K2026-10-14
Simon Quick Advisors, LLC
DECREASED257,951299,493-41,542-14%$6.8M$5.6M-$1.2M2026-10-26
WealthCare Investment Partners, LLC
INCREASED257,136240,628+16,508+7%$5.5M$5.6M+$142.1K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED255,275246,995+8,280+3%$5.6M$5.6M-$39.7K2026-10-30
Financial Management Network Inc
DECREASED253,706291,999-38,293-13%$6.6M$5.5M-$1.1M2026-10-09
Advus Financial Partners, LLC
INCREASED252,350127,446+124,904+98%$2.9M$5.5M+$2.6M2026-10-20
KWB Wealth
INCREASED245,452242,255+3,197+1%$5.5M$5.4M-$150.5K2026-10-16
Novem Group
INCREASED244,056164,220+79,836+49%$3.7M$5.3M+$1.6M2026-10-19
Fifth Third Bancorp
DECREASED239,353297,456-58,103-20%$6.8M$5.2M-$1.5M2026-11-05
Bedminster, LLC
INCREASED232,535181,962+50,573+28%$4.1M$5.1M+$940.4K2026-11-04
Atlatl Advisers LLC
DECREASED231,880247,655-15,775-6%$5.6M$5.1M-$570.4K2026-10-22
Portside Wealth Group, LLC
INCREASED227,358217,927+9,431+4%$5.0M$5.0M+$7.9K2026-10-20
15 Wealth Advisors LLC
NEW227,018—+227,018——$5.0M—2026-10-14
Watershed Private Wealth LLC
INCREASED223,813208,974+14,839+7%$4.8M$4.9M+$134.3K2026-10-30
Choreo, LLC
DECREASED219,976236,265-16,289-7%$5.4M$4.8M-$571.2K2026-10-28
Capital Investment Counsel, LLC
INCREASED218,708215,293+3,415+2%$4.9M$4.8M-$121.2K2026-10-14
Hoxton Planning & Management, LLC
INCREASED217,301173,599+43,702+25%$4.0M$4.8M+$797.8K2026-10-15
Stonekeep Investments, LLC
INCREASED216,412198,431+17,981+9%$4.5K$4.7M+$4.7M2026-10-15
Integrity Advisory Solutions, LLC
INCREASED213,459178,608+34,851+20%$4.1M$4.7M+$599.7K2026-10-29
Maia Wealth LLC
INCREASED212,752147,053+65,699+45%$3.3M$4.7M+$1.3M2026-10-19
Connecticut Capital Management Group, LLC
DECREASED211,808212,598-7900%$4.8M$4.6M-$210.7K2026-10-29
Balefire, LLC
INCREASED210,037124,015+86,022+69%$2.8M$4.6M+$1.8M2026-10-09
Plancorp, LLC
DECREASED208,937212,495-3,558-2%$4.8M$4.7M-$124.0K2026-11-03
Spectrum Strategic Capital Management, LLC
DECREASED208,303388,234-179,931-46%$8.8M$4.6M-$4.3M2026-10-22
Dynamic Advisor Solutions LLC
DECREASED204,429214,097-9,668-5%$4.9M$4.5M-$406.3K2026-10-13
Sterling Financial Planning, Inc.
INCREASED199,493198,231+1,262+1%$4.5M$4.4M-$152.8K2026-10-28
Mccarter Private Wealth Services LLC
INCREASED197,713194,766+2,947+2%$4.4M$4.3M-$112.8K2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED197,646194,716+2,930+2%$4.4M$4.3M-$113.1K2026-11-02
Shira Ridge Wealth Management
INCREASED197,243195,392+1,851+1%$4.5M$4.3M-$137.3K2026-10-09
Apollon Wealth Management, LLC
INCREASED196,569166,517+30,052+18%$3.8M$4.3M+$505.7K2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED195,060197,003-1,943-1%$4.5M$4.3M-$221.8K2026-10-14
Private Trust Co NA
INCREASED194,376189,012+5,364+3%$4.3M$4.3M-$54.7K2026-10-20
Heritage Wealth Management, Inc.
INCREASED191,265153,705+37,560+24%$3.5M$4.2M+$681.6K2026-10-27
Cornerstone Planning Group LLC
DECREASED188,678194,584-5,906-3%$4.4M$4.1M-$249.8K2026-10-16
Mather Group, Llc.
DECREASED187,996190,404-2,408-1%$4.3M$4.1M-$225.9K2026-10-14
Cornerstone National Bank & Trust Co
DECREASED185,505259,263-73,758-28%$5.9M$4.1M-$1.8M2026-10-20
Sowell Financial Services LLC
INCREASED185,410183,128+2,282+1%$4.2M$4.1M-$116.7K2026-10-23
Bull Oak Capital, LLC
DECREASED184,737185,121-3840%$4.2M$4.0M-$176.9K2026-10-23
Csenge Advisory Group
INCREASED184,631144,084+40,547+28%$3.3M$4.0M+$755.7K2026-11-04
Twele Capital Management, Inc.
DECREASED182,200187,305-5,105-3%$4.3M$4.0M-$282.1K2026-10-13
Swmg, LLC
DECREASED180,968185,862-4,894-3%$4.2M$4.0M-$171.1K2026-10-23
DSG Capital Advisors, LLC
DECREASED170,998190,416-19,418-10%$4.3M$3.7M-$558.0K2026-11-05
Greenleaf Trust
INCREASED170,40130,087+140,314+466%$685.4K$3.7M+$3.0M2026-10-29
IFP Advisors, Inc
INCREASED163,317145,329+17,988+12%$3.3M$3.6M+$261.1K2026-10-16
RFG Advisory, LLC
DECREASED162,608184,746-22,138-12%$4.2M$3.6M-$652.3K2026-11-03
Security Financial Services, Inc.
INCREASED162,463152,223+10,240+7%$3.5M$3.6M+$85.4K2026-10-29
Sound Portfolio Advisors, LLC
INCREASED162,247112,629+49,618+44%$2.6M$3.5M+$982.7K2026-11-05
Asset One Wealth Management LLC
NEW159,855—+159,855——$3.5M—2026-11-02
Newport Capital Group, LLC
NEW155,310—+155,310——$3.5M—2026-10-16
Roan Capital Partners
DECREASED154,634154,845-2110%$3.5M$3.4M-$145.5K2026-10-09
Cassilly Financial Group LLC
INCREASED154,290136,043+18,247+13%$3.1M$3.4M+$275.3K2026-10-07
VestGen Advisors, LLC
DECREASED154,212170,838-16,626-10%$3.9M$3.4M-$519.1K2026-10-27
Woodmont Investment Counsel LLC
NEW150,183—+150,183——$3.3M—2026-10-29
Ashton Thomas Securities, LLC
NEW149,768—+149,768——$3.3M—2026-10-26
Elevated Financial Group LLC
INCREASED149,30318,826+130,477+693%$428.9K$3.3M+$2.8M2026-10-16
Blueline Advisors LLC
DECREASED148,384153,235-4,851-3%$3.5M$3.2M-$245.5K2026-10-15
Apeiron RIA LLC
INCREASED142,92450,640+92,284+182%$1.2M$3.1M+$2.0M2026-10-08
Bestgate Wealth Advisors, LLC
INCREASED142,88543,482+99,403+229%$990.5K$3.1M+$2.1M2026-10-13
PKS Advisory Services, LLC
UNCHANGED137,574137,57400%$3.1M$3.1M$02026-10-26
Paragon Capital Management Inc
DECREASED136,710194,208-57,498-30%$4.4M$3.0M-$1.4M2026-10-15
Summit Wealth Group LLC / Co
INCREASED136,25112,829+123,422+962%$292.2K$3.0M+$2.7M2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED135,784123,134+12,650+10%$2.8M$3.0M+$164.6K2026-10-13
Beacon Capital Management, LLC
INCREASED131,55555,509+76,046+137%$1.3M$2.9M+$1.6M2026-10-23
Parallel Advisors, LLC
INCREASED130,19595,728+34,467+36%$2.2M$2.8M+$666.7K2026-11-03
Klaas Financial Asset Advisors, LLC
DECREASED129,180135,928-6,748-5%$3.1M$2.8M-$271.3K2026-10-19
Uptick Partners, LLC
INCREASED128,690116,774+11,916+10%$2.7M$2.8M+$154.3K2026-11-04
Verus Capital Partners, LLC
INCREASED128,353121,869+6,484+5%$2.8M$2.8M+$30.9K2026-11-03
Town Capital LLC
INCREASED123,902103,763+20,139+19%$2.4M$2.7M+$346.0K2026-11-03
Asempa Wealth Advisors
INCREASED123,870114,069+9,801+9%$2.6M$2.7M+$108.1K2026-10-07
Tempus Wealth Planning, LLC
INCREASED123,59296,656+26,936+28%$2.2M$2.7M+$501.1K2026-10-14
AtlasMark Financial, Inc
DECREASED123,149125,947-2,798-2%$2.9M$2.7M-$175.8K2026-10-13
One Wealth Capital Management, LLC
DECREASED122,824172,812-49,988-29%$3.9M$2.7M-$1.3M2026-10-23
Armstrong Advisory Group, Inc
DECREASED122,564128,111-5,547-4%$2.9M$2.7M-$237.9K2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED121,562308,865-187,303-61%$7.0M$2.7M-$4.4M2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED120,780110,733+10,047+9%$2.5M$2.6M+$119.0K2026-10-19
Focus Financial Network, Inc.
INCREASED118,880109,124+9,756+9%$2.5M$2.6M+$114.1K2026-10-14
Western Financial Corp
DECREASED115,856115,863-70%$2.6M$2.5M-$105.6K2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED109,939139,532-29,593-21%$3.2M$2.4M-$774.2K2026-10-14
Polaris Investment Advisors, LLC
INCREASED108,76286,799+21,963+25%$2.0M$2.4M+$401.4K2026-10-20
Wesbanco Bank Inc
INCREASED108,684105,025+3,659+3%$2.4M$2.4M-$15.6K2026-11-04
Norden Group LLC
INCREASED107,15429,791+77,363+260%$678.6K$2.3M+$1.7M2026-10-20
Globalt Investments LLC / GA
DECREASED106,600115,225-8,625-7%$2.6M$2.3M-$293.5K2026-10-27
Ascent Wealth Partners, LLC
INCREASED106,36280,528+25,834+32%$1.8M$2.3M+$491.7K2026-10-23
Integrated Advisors Network LLC
INCREASED102,67773,415+29,262+40%$1.7M$2.2M+$573.1K2026-10-20
BOS Asset Management, LLC
INCREASED99,88198,179+1,702+2%$2.2M$2.2M-$52.1K2026-10-09
Founders Financial Securities LLC
INCREASED99,84397,962+1,881+2%$2.2M$2.2M-$48.0K2026-10-28
Avondale Wealth Management
DECREASED99,549103,473-3,924-4%$2.4M$2.2M-$180.0K2026-10-15
Odyssey Capital Advisors, Inc.
INCREASED98,76694,697+4,069+4%$2.2M$2.2M+$2.8K2026-10-26
Able Wealth Management LLC
INCREASED98,44896,138+2,310+2%$2.2M$2.1M-$44.8K2026-10-13
DMC Group, LLC
INCREASED97,39995,193+2,206+2%$2.2M$2.1M-$38.4K2026-10-26
Rossby Financial, LCC
INCREASED96,48011,453+85,027+742%$260.9K$2.1M+$1.8M2026-11-05
Meridian Wealth Management, LLC
INCREASED95,98995,034+955+1%$2.2M$2.1M-$65.6K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED95,97274,034+21,938+30%$1.7M$2.1M+$412.4K2026-10-14
Wealth Enhancement Trust Services, Inc.
INCREASED94,43485,236+9,198+11%$1.9M$2.1M+$123.6K2026-10-07
J.M. Arbour, LLC
INCREASED92,54786,076+6,471+8%$2.0M$2.0M+$63.2K2026-11-05
Centurion Wealth Management LLC
DECREASED90,61593,685-3,070-3%$2.1M$2.0M-$152.4K2026-10-13
Gen-Wealth Partners Inc
INCREASED90,11283,815+6,297+8%$1.9M$2.0M+$61.4K2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED89,58939,142+50,447+129%$891.6K$2.0M+$1.1M2026-10-13
CoreCap Advisors, LLC
INCREASED89,55860,379+29,179+48%$1.4M$2.0M+$583.2K2026-10-08
LongView Wealth Management
INCREASED88,62077,794+10,826+14%$1.8M$1.9M+$166.0K2026-10-19
Convergence Financial, LLC
NEW88,525—+88,525——$1.9M—2026-10-27
Triad Wealth Partners, LLC
DECREASED87,67793,204-5,527-6%$2.1M$1.9M-$171.2K2026-10-26
May Hill Capital, LLC
INCREASED87,49979,957+7,542+9%$1.8M$1.9M+$92.2K2026-11-03
JFS Wealth Advisors, LLC
INCREASED86,89181,840+5,051+6%$1.9M$1.9M+$36.0K2026-11-03
Golden State Wealth Management, LLC
INCREASED86,83477,618+9,216+12%$1.8M$1.9M+$130.9K2026-11-02
BCU Wealth Advisors, LLC
INCREASED86,64984,671+1,978+2%$1.9M$1.9M-$33.8K2026-10-16
Anderson Hoagland & Co
INCREASED86,19440,081+46,113+115%$913.0K$1.9M+$1.0M2026-10-23
WealthPLAN Partners, LLC
INCREASED84,85881,231+3,627+4%$1.9M$1.9M+$5.4K2026-10-15
National Wealth Management Group, LLC
INCREASED84,71180,097+4,614+6%$1.8M$1.9M+$28.0K2026-10-26
Fairvoy Private Wealth, LLC
INCREASED82,39667,277+15,119+22%$1.5M$1.8M+$269.4K2026-10-19
First Heartland Consultants, Inc.
INCREASED82,38881,018+1,370+2%$1.8M$1.8M-$43.8K2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED81,51080,461+1,049+1%$1.8M$1.8M-$50.3K2026-10-20
Jordan Park Trust Co LLC
DECREASED80,82187,331-6,510-7%$2.0M$1.8M-$221.8K2026-10-19
TritonPoint Partners, LLC
NEW80,724—+80,724——$1.8M—2026-11-05
TD Waterhouse Canada Inc.
INCREASED80,19670,234+9,962+14%$1.6M$1.8M+$153.3K2026-10-16
Two West Capital Advisors LLC
INCREASED80,03372,530+7,503+10%$1.6M$1.8M+$114.5K2026-10-15
Moneco Advisors, LLC
INCREASED79,50520,862+58,643+281%$475.2K$1.7M+$1.3M2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED77,35574,360+2,995+4%$1.7M$1.7M-$8.9K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED76,78263,247+13,535+21%$1.4M$1.7M+$238.5K2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED75,02287,497-12,475-14%$2.0M$1.6M-$352.4K2026-10-16
Independent Financial Group, LLC
DECREASED74,78089,006-14,226-16%$2.0M$1.6M-$392.1K2026-10-13
Unify Financial Advisors
INCREASED72,41871,786+632+1%$1.6M$1.6M-$51.5K2026-11-03
Prospera Financial Services Inc
DECREASED72,33874,006-1,668-2%$1.7M$1.6M-$71.9K2026-11-04
Cosner Financial Group, LLC
UNCHANGED72,31272,31200%$1.6M$1.6M-$65.8K2026-11-03
ADE, LLC
INCREASED71,45367,105+4,348+6%$1.5M$1.6M+$34.0K2026-10-29
XY Planning Network, Inc.
INCREASED70,94158,933+12,008+20%$1.3M$1.6M+$209.0K2026-10-14
Wealth Advisory Solutions, LLC
INCREASED70,47769,998+479+1%$1.6M$1.5M-$53.2K2026-10-20
PCG Asset Management, LLC
NEW70,261—+70,261——$1.5M—2026-11-05
4Wealth Advisors, Inc.
DECREASED70,19170,299-1080%$1.6M$1.5M-$71.6K2026-10-13
Spire Wealth Management
INCREASED69,84469,164+680+1%$1.6M$1.5M-$48.1K2026-10-30
WealthPoint Financial, LLC
INCREASED69,24066,416+2,824+4%$1.5M$1.5M+$1.3K2026-11-03
Braun-Bostich & Associates Inc.
INCREASED68,22326,605+41,618+156%$606.1K$1.5M+$886.0K2026-10-20
Creative Financial Designs Inc
INCREASED68,07258,597+9,475+16%$1.3M$1.5M+$153.9K2026-11-04
TME Financial, Inc.
INCREASED67,31865,800+1,518+2%$1.5M$1.5M-$26.7K2026-10-14
Flagship Harbor Advisors, LLC
DECREASED66,655147,433-80,778-55%$3.4M$1.5M-$1.9M2026-10-26
Signal Advisors Wealth, LLC
INCREASED65,72864,961+767+1%$1.5M$1.4M-$42.3K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED63,78485,456-21,672-25%$1.9M$1.4M-$551.7K2026-10-08
GC Wealth Management RIA, LLC
INCREASED63,06010,452+52,608+503%$238.1K$1.4M+$1.1M2026-11-02
Verdence Capital Advisors LLC
DECREASED60,91663,261-2,345-4%$1.4M$1.3M-$108.9K2026-10-26
Acropolis Investment Management, LLC
NEW60,786—+60,786——$1.3M—2026-10-08
Absolute Capital Management, LLC
INCREASED60,05548,690+11,365+23%$1.1M$1.3M+$204.3K2026-10-16
Willis Johnson Wealth, Inc.
INCREASED59,78459,601+183+0%$1.4M$1.3M-$50.2K2026-11-03
Advisor OS, LLC
DECREASED59,01159,315-304-1%$1.4M$1.3M-$60.6K2026-11-03
RDA Financial Network
DECREASED54,76956,672-1,903-3%$1.3M$1.2M-$93.2K2026-10-15
B.O.S.S. Retirement Advisors, LLC
INCREASED53,62152,011+1,610+3%$1.2M$1.2M-$12.1K2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
DECREASED53,54955,079-1,530-3%$1.3M$1.2M-$83.6K2026-10-22
Breakwater Investment Management
INCREASED52,97325,932+27,041+104%$590.7K$1.2M+$567.8K2026-10-20
Strategy Asset Managers LLC
INCREASED51,87947,008+4,871+10%$1.1M$1.1M+$63.7K2026-10-14
One Day In July LLC
DECREASED51,62976,372-24,743-32%$1.7M$1.1M-$610.6K2026-10-30
Firethorn Wealth Partners, LLC
INCREASED50,43742,483+7,954+19%$967.8K$1.1M+$135.3K2026-10-14
SAX Wealth Advisors, LLC
NEW50,181—+50,181——$1.1M—2026-10-13
D.A. Davidson & Co.
INCREASED49,82541,958+7,867+19%$955.8K$1.1M+$133.9K2026-10-28
Sutton Place Investors LLC
INCREASED48,84339,833+9,010+23%$907.4K$1.1M+$160.8K2026-10-20
M Holdings Securities, Inc.
INCREASED48,61934,167+14,452+42%$780.0K$1.1K-$778.9K2026-11-03
Waystone Advisors LLC
UNCHANGED48,45748,45700%$1.1M$1.1M$02026-10-16
Retirement Wealth Solutions LLC
INCREASED48,05447,299+755+2%$1.1M$1.1M-$26.5K2026-10-07
Stonehearth Capital Management, LLC
INCREASED47,99946,789+1,210+3%$1.1M$1.0M-$16.1K2026-10-13
TFB Advisors LLC
DECREASED47,48950,945-3,456-7%$1.2M$1.0M-$121.9K2026-11-02
Certior Financial Group, LLC
INCREASED45,64843,465+2,183+5%$990.1K$998.3K+$8.2K2026-10-19
Pines Wealth Management, LLC
DECREASED44,96346,163-1,200-3%$1.1M$983.3K-$68.3K2026-10-21
Florida Trust Wealth Management Co
INCREASED44,83941,866+2,973+7%$953.7K$980.6K+$26.9K2026-11-05
Oakworth Capital, Inc.
UNCHANGED43,67743,67700%$989.3K$955.2K-$34.1K2026-10-26
BIP Wealth, LLC
DECREASED43,63591,687-48,052-52%$2.1M$954.3K-$1.1M2026-10-22
Beacon Financial Advisory LLC
INCREASED43,62336,803+6,820+19%$838.4K$954.0K+$115.6K2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED43,149166,898-123,749-74%$3.8M$944.1K-$2.8M2026-10-13
Pacific Excel Wealth Advisors, Inc.
INCREASED42,08320,282+21,801+107%$462.0K$920.6K+$458.6K2026-10-27
Latitude Advisors, LLC
INCREASED41,94219,370+22,572+117%$441.2K$917.3K+$476.0K2026-10-27
Cape Investment Advisory, Inc.
INCREASED41,27240,232+1,040+3%$916.5K$902.6K-$13.9K2026-10-13
Parkway Wealth Management Group, LLC
DECREASED40,86749,730-8,863-18%$1.1M$893.8K-$239.1K2026-10-20
True Blue Financial, LLC
INCREASED40,34024,218+16,122+67%$551.7K$882.2K+$330.6K2026-10-15
Hobbs Wealth Management, LLC
INCREASED39,64336,101+3,542+10%$822.4K$867.0K+$44.6K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
NEW39,398—+39,398——$861.6K—2026-10-21
MSH Capital Advisors LLC
INCREASED39,07038,210+860+2%$870.4K$854.5K-$16.0K2026-11-03
Tennessee Valley Asset Management Partners
DECREASED38,86738,902-350%$886.2K$850.0K-$36.2K2026-11-03
Central Trust Co
INCREASED38,49634,381+4,115+12%$783.2K$841.9K+$58.7K2026-11-05
Silverlake Wealth Management LLC
INCREASED38,24027,189+11,051+41%$619.4K$836.3K+$216.9K2026-10-21
Davenport & Co LLC
INCREASED37,63237,388+244+1%$851.7K$823.0K-$28.7K2026-10-14
Invested Advisors
DECREASED37,16145,688-8,527-19%$1.0M$812.7K-$228.1K2026-10-23
FWG Investments, Llc.
INCREASED36,48625,709+10,777+42%$585.6K$798.0K+$212.3K2026-11-03
Axxcess Wealth Management, LLC
INCREASED35,98219,978+16,004+80%$455.1K$786.9K+$331.8K2026-10-21
Invera Wealth Advisors, LLC
INCREASED35,31335,006+307+1%$797.4K$772.3K-$25.1K2026-10-28
Wedbush Securities Inc
DECREASED35,20338,726-3,523-9%$882.0K$770-$881.2K2026-10-22
Fiscal Wisdom Wealth Management, LLC
INCREASED34,75830,416+4,342+14%$692.9K$760.2K+$67.3K2026-10-16
Elevation Wealth Management LLC
INCREASED33,86131,191+2,670+9%$710.5K$740.5K+$30.0K2026-11-02
Aspire Private Capital, LLC
DECREASED33,78335,044-1,261-4%$798.3K$738.8K-$59.5K2026-11-05
Cherrydale Wealth Management, LLC
DECREASED33,68834,722-1,034-3%$791.0K$736.8K-$54.2K2026-10-20
Idaho Trust Co
DECREASED33,14950,017-16,868-34%$1.1M$724.6K-$414.2K2026-11-04
Merkkuri Wealth Advisors LLC
INCREASED31,41630,230+1,186+4%$688.6K$687.1K-$1.6K2026-11-03
Integrated Wealth Management
INCREASED31,38330,101+1,282+4%$685.7K$686.3K+$6522026-10-19
Arlington Trust Co LLC
UNCHANGED31,36131,36100%$714.4K$685.9K-$28.5K2026-10-20
Cahaba Wealth Management, Inc.
INCREASED30,50630,214+292+1%$688.3K$667.2K-$21.1K2026-10-26
Net Worth Advisory Group
INCREASED28,65926,127+2,532+10%$595.2K$626.2K+$31.0K2026-10-20
Sigma Planning Corp
DECREASED28,38431,113-2,729-9%$708.8K$620.8K-$88.0K2026-10-23
Indivisible Partners
INCREASED27,95214,993+12,959+86%$341.5K$611.3K+$269.8K2026-10-26
One Advisory Partners, LLC
DECREASED27,896406,771-378,875-93%$9.3M$610.1K-$8.7M2026-10-22
HB Wealth Management, LLC
DECREASED27,61431,097-3,483-11%$708.4K$603.9K-$104.5K2026-10-23
Joel Adams & Associates, Inc.
INCREASED27,58527,224+361+1%$620.2K$603.3K-$16.9K2026-11-02
Fiduciary Financial Group, LLC
INCREASED27,54212,739+14,803+116%$290.2K$602.3K+$312.2K2026-10-13
Blue Capital, Inc.
INCREASED27,34826,853+495+2%$611.7K$598.1K-$13.6K2026-10-13
Obsidian CIO, LLC
INCREASED26,80626,549+257+1%$604.8K$586.2K-$18.5K2026-11-05
Heritage Family Offices, LLP
INCREASED26,36120,282+6,079+30%$462.0K$576.5K+$114.5K2026-11-02
LifeSteps Financial, Inc.
INCREASED26,2237,581+18,642+246%$172.7K$573.5K+$400.8K2026-10-15
GLR Partners, LLC
DECREASED26,10827,840-1,732-6%$634.2K$571.0K-$63.2K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED25,89522,684+3,211+14%$516.7K$566.3K+$49.6K2026-10-28
Avid Wealth Partners LLC
INCREASED25,89224,621+1,271+5%$560.9K$566.3K+$5.4K2026-11-03
ASL Financial, LLC
INCREASED25,81810,032+15,786+157%$228.5K$564.6K+$336.1K2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED25,54267,673-42,131-62%$1.5M$558.6K-$983.0K2026-11-02
Cadinha & Co LLC
DECREASED25,51325,713-200-1%$585.7K$558.0K-$27.8K2026-10-22
Thrive Capital Management, LLC
DECREASED25,30526,009-704-3%$592.5K$553.4K-$39.1K2026-10-28
Cullen T Bankers, Inc.
DECREASED25,12127,410-2,289-8%$624.4K$549.4K-$75.0K2026-10-28
Lloyd Advisory Services, Llc.
INCREASED24,91515,325+9,590+63%$349.1K$544.9K+$195.8K2026-11-02
BAM Wealth Management, LLC
INCREASED24,76423,694+1,070+5%$539.8K$541.6K+$1.8K2026-10-15
Legacy Advisory Services, LLC
NEW24,402—+24,402——$533.7K—2026-10-20
Clear Harbor Asset Management, LLC
INCREASED24,02722,527+1,500+7%$513.2K$525.5K+$12.3K2026-11-05
Zenith Solutions, Inc.
INCREASED23,96223,216+746+3%$528.9K$524.1K-$4.8K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED23,88821,976+1,912+9%$500.6K$522.4K+$21.8K2026-10-26
Accelerate Investment Advisors LLC
NEW23,886—+23,886——$522.4K—2026-11-02
Hara Capital LLC
DECREASED23,87223,972-1000%$546.1K$522.1K-$24.0K2026-10-30
TrustWell Financial Advisors, LLC
INCREASED23,36221,264+2,098+10%$484.4K$510.9K+$26.5K2026-10-15
DecisionMap Wealth Management, LLC
INCREASED22,72122,026+695+3%$501.8K$496.9K-$4.8K2026-10-29
Legacy Wealth Partners, LLC
INCREASED22,61522,583+32+0%$514.4K$494.6K-$19.9K2026-10-15
Doliver Advisors, LP
INCREASED22,22822,014+214+1%$501.5K$486.1K-$15.4K2026-10-01
Elevated Capital Advisors, LLC
INCREASED22,19514,893+7,302+49%$339.3K$485.4K+$146.1K2026-11-04
Midwest Trust Co
DECREASED21,73621,828-920%$497.2K$475.4K-$21.9K2026-10-22
Meyer Handelman Co
INCREASED21,63113,131+8,500+65%$299.1K$473.1K+$173.9K2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED21,49625,898-4,402-17%$590.0K$470.1K-$119.9K2026-11-04
Key Capital Management, Inc
INCREASED21,30211,614+9,688+83%$264.6K$465.9K+$201.3K2026-11-03
Patten Group, Inc.
DECREASED21,30022,839-1,539-7%$520.3K$465.8K-$54.4K2026-10-26
Fulcrum Equity Management
INCREASED21,24517,994+3,251+18%$409.9K$464.6K+$54.7K2026-10-21
Sculati Wealth Management, LLC
INCREASED20,63820,206+432+2%$457.3K$451.6K-$5.7K2026-10-19
HFG Wealth Management, LLC
UNCHANGED20,48220,48200%$466.6K$466.6K$02026-10-16
W Advisors, LLC
INCREASED20,32218,944+1,378+7%$431.5K$444.4K+$12.9K2026-11-02
Downshift Financial, LLC
DECREASED20,29027,389-7,099-26%$623.9K$443.7K-$180.2K2026-10-13
Soltis Investment Advisors LLC
NEW20,200—+20,200——$441.8K—2026-10-28
Regions Financial Corp
NEW20,147—+20,147——$440.6K—2026-11-05
Cooper Financial Group
INCREASED19,82819,616+212+1%$446.9K$433.6K-$13.2K2026-10-07
Kingswood Wealth Advisors, LLC
DECREASED19,78421,353-1,569-7%$486.4K$432.7K-$53.8K2026-10-23
Mascoma Wealth Management LLC
NEW19,556—+19,556——$427.7K—2026-10-23
Destiny Wealth Partners, LLC
DECREASED19,33819,910-572-3%$447.0K$430.4K-$16.6K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED19,19619,130+66+0%$435.8K$419.8K-$16.0K2026-11-04
Third View Private Wealth, LLC
DECREASED19,09620,775-1,679-8%$473.3K$417.6K-$55.6K2026-10-30
Alliance Wealth Advisors, LLC
DECREASED18,99421,324-2,330-11%$485.8K$415.4K-$70.4K2026-10-28
Accurate Wealth Management, LLC
DECREASED18,93119,588-657-3%$442.4K$414.8K-$27.6K2026-10-20
Fifth Third Securities, Inc.
NEW18,884—+18,884——$413.0K—2026-10-21
Paragon Private Wealth Management, LLC
DECREASED18,88239,519-20,637-52%$900.2K$412.9K-$487.3K2026-10-20
Client 1ST Advisory Group, LLC
DECREASED18,84534,730-15,885-46%$791.1K$412.1K-$379.0K2026-10-19
Intrua Financial, LLC
INCREASED18,79118,397+394+2%$419.1K$411.0K-$8.1K2026-10-28
BridgePort Financial Solutions, LLC
DECREASED18,79020,813-2,023-10%$474.1K$410.9K-$63.2K2026-11-02
Three Bridge Wealth Advisors, LLC
INCREASED18,53618,034+502+3%$410.8K$405.4K-$5.4K2026-11-05
Signature Equity Partners, LLC
INCREASED18,3255,246+13,079+249%$119.5K$400.8K+$281.3K2026-10-29
Stewardship Advisors, LLC
INCREASED18,29016,878+1,412+8%$384.5K$400.0K+$15.5K2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED18,16016,460+1,700+10%$375.0K$397.2K+$22.2K2026-10-05
Roof Eidam Maycock Peralta, LLC
UNCHANGED18,07018,07000%$411.6K$395.2K-$16.4K2026-10-15
Rinkey Investments
UNCHANGED18,05718,05700%$411.3K$394.9K-$16.4K2026-10-28
Oregon Pacific Wealth Management, LLC
INCREASED17,99417,259+735+4%$393.2K$393.5K+$3692026-10-20
Abner Herrman & Brock LLC
NEW17,842—+17,842——$390—2026-10-20
City State Bank
UNCHANGED17,69117,69100%$403.0K$386.9K-$16.1K2026-10-20
PUREfi Wealth, LLC
INCREASED17,52813,242+4,286+32%$301.7K$383.3K+$81.7K2026-10-19
Rockwood Wealth Management, LLC
NEW17,317—+17,317——$378.7K—2026-10-27
Keybank National Association
INCREASED17,29510,160+7,135+70%$231.4K$378.2K+$146.8K2026-11-04
Sun Group Wealth Partners
NEW17,215—+17,215——$376.5K—2026-10-26
Acorn Financial Advisory Services Inc
NEW17,201—+17,201——$376.2K—2026-11-02
Triumph Capital Management
INCREASED17,19316,181+1,012+6%$368.6K$376.0K+$7.4K2026-10-14
Avantra Family Wealth, Inc.
INCREASED16,97916,574+405+2%$377.6K$371.3K-$6.2K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED16,91013,502+3,408+25%$307.6K$369.8K+$62.2K2026-10-22
Cap Partners, LLC
INCREASED16,82514,442+2,383+17%$329.0K$368.0K+$39.0K2026-10-19
LFG Wealth Partners, LLC
INCREASED16,5639,364+7,199+77%$213.3K$362.2K+$148.9K2026-10-28
Raleigh Capital Management Inc.
DECREASED16,44117,723-1,282-7%$403.7K$359.6K-$44.2K2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED16,42412,975+3,449+27%$295.6K$359.2K+$63.6K2026-10-05
Gilliland Jeter Wealth Management LLC
INCREASED16,38014,437+1,943+13%$328.9K$358.2K+$29.4K2026-10-28
Venture Visionary Partners LLC
DECREASED16,33016,818-488-3%$383.1K$357.1K-$26.0K2026-10-07
Compound Planning, Inc.
INCREASED16,29116,193+98+1%$368.9K$356.3K-$12.6K2026-11-05
GK Wealth Management LLC
DECREASED16,26816,814-546-3%$383.0K$355.8K-$27.2K2026-10-09
Stirlingshire Investments, Inc.
INCREASED16,13914,127+2,012+14%$321.8K$353.0K+$31.1K2026-11-05
World Equity Group, Inc.
DECREASED16,05933,388-17,329-52%$760.6K$351.2K-$409.4K2026-10-14
DeDora Capital, Inc.
NEW16,047—+16,047——$350.9K—2026-10-26
Brighton Jones LLC
NEW15,742—+15,742——$344.3K—2026-11-03
Citizens Financial Group Inc
DECREASED15,27824,357-9,079-37%$554.9K$334.1K-$220.7K2026-10-23
Omni 360 Wealth, Inc.
INCREASED15,27214,560+712+5%$331.7K$334.0K+$2.3K2026-10-13
Forthright Family Wealth Advisory LLC
INCREASED15,23714,241+996+7%$324.4K$333.2K+$8.8K2026-11-03
Intelligence Driven Advisers, LLC
DECREASED15,05227,110-12,058-44%$617.6K$329.2K-$288.4K2026-10-09
Victory Financial Group, LLC
INCREASED14,96414,406+558+4%$328.2K$327.3K-$9062026-10-27
Quartz Partners, LLC
INCREASED14,83512,836+1,999+16%$292.4K$324.4K+$32.0K2026-11-03
Midwest Financial Network, LLC
INCREASED14,72812,799+1,929+15%$291.6K$322.1K+$30.5K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED14,62414,649-250%$333.7K$319.8K-$13.9K2026-10-16
Peak Wealth Management LLC
DECREASED14,406356,494-342,088-96%$8.1M$317.7K-$7.8M2026-10-26
Kingdom Financial Group Llc.
INCREASED14,22913,377+852+6%$304.7K$311.2K+$6.4K2026-11-04
LiftPoint Family Wealth Advisors LLC
INCREASED14,07113,534+537+4%$308.3K$307.7K-$5722026-11-03
Wealthcare Advisory Partners LLC
NEW13,919—+13,919——$304.4K—2026-10-21
International Assets Investment Management, LLC
DECREASED13,83014,913-1,083-7%$337.8K$302.2K-$35.7K2026-11-02
Johnson Financial Group, LLC
UNCHANGED13,82913,82900%$315.0K$302.4K-$12.6K2026-11-03
Five Pine Wealth Management
NEW13,700—+13,700——$299.6K—2026-10-20
Lockerman Financial Group, Inc.
INCREASED13,67213,316+356+3%$303.3K$299.0K-$4.3K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED13,66812,078+1,590+13%$275.1K$298.9K+$23.8K2026-11-04
Bfsg, LLC
INCREASED13,43112,406+1,025+8%$282.6K$293.7K+$11.1K2026-10-30
Americana Partners, LLC
INCREASED13,21311,869+1,344+11%$270.4K$289.0K+$18.6K2026-10-28
AdvisorNet Financial, Inc
DECREASED12,97447,200-34,226-73%$1.1M$284.6K-$790.6K2026-10-15
Leading Edge Financial Planning LLC
DECREASED12,75412,841-87-1%$292.5K$278.9K-$13.6K2026-10-23
Morling Financial Advisors, LLC
NEW12,612—+12,612——$275.8K—2026-10-28
Christensen, King & Associates Investment Services, Inc.
NEW12,543—+12,543——$274.3K—2026-10-22
One Way Holdings LLC
DECREASED12,41113,274-863-6%$302.4K$271.4K-$31.0K2026-10-29
Embree Financial Group
INCREASED12,3178,966+3,351+37%$204.2K$269.4K+$65.1K2026-10-22
Gables Capital Management Inc.
UNCHANGED12,30012,30000%$280.2K$269.0K-$11.2K2026-11-04
Ballast Rock Private Wealth LLC
DECREASED12,21512,456-241-2%$283.7K$267.1K-$16.6K2026-10-26
Iron Financial LLC
INCREASED12,15912,100+59+0%$275.6K$265.9K-$9.7K2026-10-23
True Private Wealth Advisors
INCREASED12,14811,586+562+5%$263.9K$265.7K+$1.8K2026-10-19
Kelly Financial Group LLC
NEW12,141—+12,141——$265.5K—2026-10-16
Chesley Taft & Associates LLC
NEW11,982—+11,982——$262.0K—2026-10-13
Leslie Global Wealth, LLC
INCREASED11,93311,401+532+5%$259.7K$261.0K+$1.3K2026-10-26
StoneX Group Inc.
DECREASED11,72724,925-13,198-53%$567.8K$256.5K-$311.4K2026-11-03
Nations Financial Group Inc,
DECREASED11,69221,144-9,452-45%$481.7K$255.7K-$226.0K2026-11-05
Sterling Investment Counsel, LLC
DECREASED11,60612,182-576-5%$277.5K$253.8K-$23.7K2026-10-19
Richardson Financial Services Inc.
DECREASED11,43212,306-874-7%$280.3K$250.0K-$30.3K2026-10-30
Smart Wealth LLC
NEW11,389—+11,389——$249.1K—2026-11-04
Gamma Investing LLC
INCREASED11,33610,336+1,000+10%$235.5K$247.9K+$12.5K2026-10-08
4J Wealth Management LLC
DECREASED11,33311,815-482-4%$269.2K$247.9K-$21.3K2026-11-02
Ares Financial Consulting, LLC
DECREASED11,29615,722-4,426-28%$358.2K$247.0K-$111.1K2026-10-19
Blueprint Financial Advisors LLC
DECREASED11,259104,194-92,935-89%$2.4M$246.2K-$2.1M2026-10-28
Atlas Brown,Inc.
NEW11,214—+11,214——$245.3K—2026-10-09
Teamwork Financial Advisors, LLC
NEW11,177—+11,177——$244.4K—2026-10-19
TrueWealth Advisors, LLC
INCREASED11,15811,018+140+1%$251.0K$244.0K-$7.0K2026-10-09
Blueprint Investment Partners LLC
DECREASED11,074118,748-107,674-91%$2.7M$242.2K-$2.5M2026-10-28
Hickory Point Bank & Trust
UNCHANGED10,87710,87700%$247.8K$237.9K-$9.9K2026-10-01
Syntegra Private Wealth Group, LLC
INCREASED10,74710,736+11+0%$244.6K$235.0K-$9.5K2026-10-13
Lanark Financial, Inc.
INCREASED10,4719,053+1,418+16%$206.2K$229.0K+$22.8K2026-10-26
KFG Wealth Management, LLC
INCREASED10,36310,345+18+0%$235.7K$226.6K-$9.0K2026-10-16
Eagle Rock Investment Company, LLC
UNCHANGED10,17510,17500%$231.8K$222.5K-$9.3K2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED10,1009,500+600+6%$216.4K$220.9K+$4.5K2026-11-03
Rose Capital Advisors LLC
NEW10,093—+10,093——$220.7K—2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED10,07314,791-4,718-32%$336.9K$220.3K-$116.6K2026-10-27
Modera Wealth Management, LLC
INCREASED10,0409,724+316+3%$221.5K$219.6K-$1.9K2026-10-28
Centennial Advisors, LLC
NEW9,861—+9,861——$215.7K—2026-10-21
Spinnaker Investment Group, LLC
DECREASED9,8259,982-157-2%$227.4K$214.9K-$12.5K2026-10-13
WBH Advisory Inc
NEW9,718—+9,718——$212.5K—2026-11-05
Advisory Solutions Group, LLC
NEW9,714—+9,714——$212.4K—2026-10-14
Sanders Morris Harris LLC
NEW9,602—+9,602——$211.1K—2026-10-14
First Premier Bank
INCREASED9,5532,885+6,668+231%$66$209+$1432026-10-13
Cordoba Advisory Partners LLC
NEW9,516—+9,516——$208.1K—2026-10-19
Trinity Wealth Management, LLC
NEW9,513—+9,513——$208.0K—2026-10-13
Accredited Investor Services, LLC
UNCHANGED9,5099,50900%$216.6K$208.0K-$8.7K2026-10-22
Mosley Wealth Management
DECREASED9,3539,708-355-4%$221.1K$206.2K-$14.9K2026-10-16
MN Wealth Advisors, LLC
NEW9,293—+9,293——$203.3K—2026-10-23
Wiregrass Investment Management LLC
NEW9,253—+9,253——$202.4K—2026-11-05
Northbridge Financial Group, LLC
DECREASED9,18710,495-1,308-12%$239.1K$200.5K-$38.6K2026-11-05
Costello Asset Management, Inc
DECREASED7,6469,169-1,523-17%$208.9K$167.2K-$41.6K2026-10-30
Yankcom Partnership
INCREASED7,6142,403+5,211+217%$54.7K$166.5K+$111.8K2026-10-15
Independence Bank of Kentucky
UNCHANGED7,3247,32400%$166.8K$160.2K-$6.7K2026-10-26
First Pacific Financial
INCREASED7,2216,872+349+5%$156.6K$157.9K+$1.4K2026-10-14
Albion Financial Group
DECREASED7,0007,590-590-8%$172.9K$153.1K-$19.8K2026-10-21
Carolina Wealth Advisors, LLC
NEW6,723—+6,723——$147.0K—2026-10-23
UMB Private Wealth Management, LLC
NEW6,216—+6,216——$135.9K—2026-10-19
Montgomery Financial Services LLC
INCREASED6,148976+5,172+530%$22.2K$134.5K+$112.2K2026-11-03
Buck Wealth Strategies, LLC
DECREASED6,1276,160-33-1%$140.3K$134.0K-$6.3K2026-10-28
Wealth Analytics Partners, LLC
NEW6,059—+6,059——$132.5K—2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED5,7503,831+1,919+50%$87.3K$125.8K+$38.5K2026-11-02
Adirondack Trust Co
UNCHANGED5,6475,64700%$128.6K$123.4K-$5.1K2026-10-14
Pflug Koory, LLC
UNCHANGED4,9534,95300%$112.8K$108.3K-$4.5K2026-10-26
Realta Investment Advisors
INCREASED4,5134,430+83+2%$100.9K$98.7K-$2.2K2026-10-14
Caldwell Trust Co
UNCHANGED4,2294,22900%$96.3K$92.5K-$3.8K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED4,0691,501+2,568+171%$34.2K$89.0K+$54.8K2026-11-05
Evolution Wealth Management Inc.
DECREASED3,9703,994-24-1%$91.0K$86.8K-$4.2K2026-10-28
Trust Co of Vermont
INCREASED3,6003,399+201+6%$77.4K$78.7K+$1.3K2026-10-21
Sima Wealth Partners, LLC
DECREASED3,3863,435-49-1%$78.2K$74.0K-$4.2K2026-10-19
Harbor Investment Advisory, LLC
INCREASED3,3573,327+30+1%$75.8K$73.4K-$2.4K2026-10-13
Financial Consulate, Inc
UNCHANGED3,2703,27000%$74.5K$71.5K-$3.0K2026-10-23
Brown, Lisle Ings, Inc.
DECREASED3,2533,532-279-8%$80.5K$71.1K-$9.3K2026-10-16
NBT Bank, N.A.
DECREASED2,9006,349-3,449-54%$144.6K$63.4K-$81.2K2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED2,8932,89300%$65.9K$63.3K-$2.6K2026-10-15
Root Financial Partners, LLC
NEW2,782—+2,782——$60.8K—2026-10-21
Piscataqua Savings Bank
UNCHANGED2,6072,60700%$59.4K$57.0K-$2.4K2026-10-21
Decker Retirement Planning Inc.
INCREASED2,3651,881+484+26%$42.8K$51.7K+$8.9K2026-10-19
Tsfg, LLC
DECREASED2,324223,459-221,135-99%$5.1M$51-$5.1M2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED2,2642,26400%$51.6K$49.5K-$2.1K2026-10-22
Tompkins Financial Corp
INCREASED2,126156+1,970+1263%$3.6K$46.5K+$42.9K2026-10-05
Avion Wealth
UNCHANGED2,0472,04700%$46$44-$22026-11-04
Canton Hathaway, LLC
UNCHANGED1,9501,95000%$44.4K$42.6K-$1.8K2026-10-23
Towne Trust Company, N.a
DECREASED1,7993,417-1,618-47%$77.8K$39.3K-$38.5K2026-10-28
Owl Creek Wealth Partners LLC
UNCHANGED1,5731,57300%$35.8K$34.4K-$1.4K2026-10-20
United Financial Planning Group LLC
INCREASED1,4921,478+14+1%$33.7K$32.6K-$1.0K2026-11-04
Cassaday & Co Wealth Management LLC
NEW1,437—+1,437——$31.4K—2026-10-27
AlphaCore Capital LLC
DECREASED1,4323,495-2,063-59%$79.6K$31.3K-$48.3K2026-11-04
Maseco LLP
NEW1,351—+1,351——$29.5K—2026-10-27
Guardian Partners Inc.
DECREASED1,2701,770-500-28%$40.3K$27.8K-$12.5K2026-10-21
Register Financial Advisors LLC
INCREASED1,245932+313+34%$21.2K$27.2K+$6.0K2026-10-23
Jacobi Capital Management LLC
NEW1,163—+1,163——$25.4K—2026-11-05
Nfsg Corp
UNCHANGED1,0001,00000%$22.8K$21.9K-$9102026-10-15
Investors Research Corp
UNCHANGED99699600%$22.7K$21.8K-$9062026-10-07
Birchwood Financial Partners, Inc.
DECREASED9561,827-871-48%$41.6K$20.9K-$20.7K2026-11-02
Montag A & Associates Inc
DECREASED9391,031-92-9%$23.5K$20.5K-$3.0K2026-10-29
Your Advocates Ltd., LLP
UNCHANGED87387300%$19.9K$19.1K-$7942026-11-03
Reap Financial Group, LLC
INCREASED774744+30+4%$16.9K$16.9K-$212026-11-02
Private Wealth Management Group, LLC
NEW717—+717——$15.7K—2026-10-19
Signaturefd, LLC
DECREASED714727-13-2%$16.6K$15.6K-$9462026-10-23
Barrett & Company, Inc.
UNCHANGED69269200%$15.8K$15.1K-$6292026-10-22
Rosenberg Matthew Hamilton
DECREASED677801-124-15%$18.2K$14.8K-$3.4K2026-10-05
Networth Advisors, LLC
INCREASED649643+6+1%$14.6K$14.2K-$4492026-11-03
Plante Moran Financial Advisors, LLC
NEW642—+642——$14.0K—2026-11-04
First Bancorp, Inc
UNCHANGED63863800%$14.5K$14.0K-$5812026-10-26
Peoples Financial Services Corp.
UNCHANGED61961900%$14.1K$13.5K-$5632026-10-20
Prudent Man Investment Management, Inc.
UNCHANGED57557500%$13.2K$12.6K-$6642026-11-03
Compass Financial Management LLC
INCREASED562451+111+25%$10.3K$12.3K+$2.0K2026-10-30
Wilmington Savings Fund Society, FSB
DECREASED5414,106-3,565-87%$93.5K$11.8K-$81.7K2026-10-23
SJS Investment Consulting Inc.
NEW518—+518——$11.3K—2026-10-26
Larson Financial Group LLC
DECREASED501623-122-20%$14.2K$11.0K-$3.2K2026-11-05
Syntax Research, Inc.
UNCHANGED49649600%$11.3K$10.8K-$4512026-11-04
West Branch Capital LLC
UNCHANGED44744700%$10.2K$9.8K-$4072026-10-20
Bayban
UNCHANGED43443400%$9.9K$9.9K$02026-11-05
Rydar Equities, Inc.
NEW383—+383——$8.4K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED33133100%$7.5K$7.2K-$3012026-10-27
Fairscale Capital, LLC
UNCHANGED33033000%$7.5K$7.4K-$1552026-11-04
Elevate Wealth Advisory, Inc
NEW317—+317——$6.9K—2026-10-29
Nemes Rush Group LLC
UNCHANGED30830800%$7.0K$6.7K-$2802026-11-04
Vima LLC
UNCHANGED28228200%$6.4K$6.2K-$2572026-10-23
Team Financial Group, LLC
NEW267—+267——$5.8K—2026-10-30
Pension & Wealth Management Advisors, Inc.
UNCHANGED25425400%$5.8K$5.6K-$2372026-10-16
WestEnd Advisors, LLC
UNCHANGED24224200%$5.5K$5.3K-$2202026-10-27
Gilpin Wealth Management, LLC
INCREASED232228+4+2%$5.2K$5.1K-$1202026-10-09
Rossmore Private Capital
UNCHANGED22222200%$5.1K$4.9K-$2022026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED21221200%$4.8K$4.6K-$1932026-10-14
Transce3nd, LLC
NEW210—+210——$4.6K—2026-10-26
Tounjian Advisory Partners, LLC
INCREASED210202+8+4%$4.6K$4.6K-$192026-11-04
DecisionPoint Financial, LLC
NEW197—+197——$4.3K—2026-10-27
Signature Resources Capital Management, LLC
DECREASED1916,454-6,263-97%$147.0K$4.2K-$142.8K2026-10-16
Essential Partners LLC
NEW178—+178——$3.9K—2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED17017000%$3.9K$3.7K-$1552026-10-22
Vermillion Wealth Management, Inc.
NEW155—+155——$3.4K—2026-10-26
Abound Wealth Management
NEW148—+148——$3.2K—2026-10-26
Townsend Asset Management Corp
UNCHANGED14714700%$3.3K$3.2K-$1342026-10-29
Advocate Investing Services LLC
DECREASED136249-113-45%$5.7K$3.0K-$2.7K2026-10-26
Archer Investment Corp
DECREASED113182-69-38%$4.1K$2.5K-$1.7K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED11311300%$3$2-$12026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED11311300%$2.6K$2.5K-$1032026-10-23
Davis Capital Management
UNCHANGED939300%$2.1K$2.0K-$852026-10-08
Concord Wealth Partners
INCREASED894+85+2125%$91$1.9K+$1.9K2026-11-02
Lynch Investment Planning, LLC
NEW80—+80——$1.8K—2026-10-27
Eukles Asset Management
UNCHANGED575700%$1.3K$1.2K-$512026-11-04
Phillips Financial Management, LLC
DECREASED53171-118-69%$3.9K$1.2K-$2.7K2026-10-19
Community Financial Services Group, LLC
UNCHANGED444400%$997$961-$362026-10-15
Asset Dedication, LLC
UNCHANGED373700%$843$810-$332026-11-03
Foresight Capital Management Advisors, Inc.
NEW21—+21——$459—2026-10-27
Aspect Partners, LLC
UNCHANGED212100%$478$459-$192026-10-20
Cutler Investment Counsel LLC
CLOSED01,149,762-1,149,762-100%$26.2M$0-$26.2M2026-10-28
School Employees Retirement Board of Ohio
CLOSED0651,153-651,153-100%$14.8M$0-$14.8M2026-10-22
Catalyst Investment Management LLC
CLOSED0149,442-149,442-100%$3.4M$0-$3.4M2026-10-21
Altiora Financial Group, LLC
CLOSED094,459-94,459-100%$2.2M$0-$2.2M2026-11-04
Marks Group Wealth Management, Inc
CLOSED063,551-63,551-100%$1.4M$0-$1.4M2026-11-05
Ninety One SA (PTY) Ltd
CLOSED043,412-43,412-100%$990.9K$0-$990.9K2026-10-15
Saxony Capital Management, LLC
CLOSED042,495-42,495-100%$968.0K$0-$968.0K2026-10-15
Financial Partners Group, Inc
CLOSED031,241-31,241-100%$711.7K$0-$711.7K2026-10-19
Scarborough Advisors, LLC
CLOSED029,463-29,463-100%$669.1K$0-$669.1K2026-10-16
Wise Wealth Partners
CLOSED027,215-27,215-100%$620.0K$0-$620.0K2026-10-14
Kestra Investment Management, LLC
CLOSED027,114-27,114-100%$617.7K$0-$617.7K2026-11-04
Hohimer Wealth Management, LLC
CLOSED018,192-18,192-100%$414.4K$0-$414.4K2026-11-04
Dagco, Inc.
CLOSED014,365-14,365-100%$327.2K$0-$327.2K2026-10-20
LVW Advisors, LLC
CLOSED014,106-14,106-100%$321.3K$0-$321.3K2026-10-19
Adventist Health System Sunbelt Healthcare Corp
CLOSED013,957-13,957-100%$318.2K$0-$318.2K2026-11-02
Seneca Financial Advisors LLC
CLOSED013,382-13,382-100%$304.8K$0-$304.8K2026-10-28
CV Advisors LLC
CLOSED012,584-12,584-100%$285.8K$0-$285.8K2026-10-13
Merited Wealth, LLC
CLOSED011,740-11,740-100%$267.4K$0-$267.4K2026-10-13
Stableford Capital II LLC
CLOSED011,204-11,204-100%$255.2K$0-$255.2K2026-10-09
Williams Jones Wealth Management, Llc.
CLOSED09,905-9,905-100%$225.6K$0-$225.6K2026-11-05
Northland Securities, Inc.
CLOSED09,600-9,600-100%$218.7K$0-$218.7K2026-11-02
Apella Capital, LLC
CLOSED09,472-9,472-100%$214.1K$0-$214.1K2026-10-08
Journey Retirement Planning & Investment Management LLC
CLOSED09,300-9,300-100%$211.9K$0-$211.9K2026-10-09
Islay Capital Management, LLC
CLOSED03,916-3,916-100%$89.2K$0-$89.2K2026-10-20
Hilton Head Capital Partners, LLC
CLOSED01,998-1,998-100%$45.5K$0-$45.5K2026-10-23
Salem Investment Counselors Inc
CLOSED01,694-1,694-100%$38.6K$0-$38.6K2026-10-13
Washington Trust Advisors, Inc.
CLOSED0965-965-100%$22.0K$0-$22.0K2026-10-22
Evermay Wealth Management LLC
CLOSED0772-772-100%$17.6K$0-$17.6K2026-11-05
MTM Investment Management, LLC
CLOSED0527-527-100%$12.0K$0-$12.0K2026-10-30
Kroeger Financial Partners
CLOSED0420-420-100%$9.6K$0-$9.6K2026-10-19
Pittenger & Anderson Inc
CLOSED0325-325-100%$7.4K$0-$7.4K2026-11-02
Simplex Trading, LLC
CLOSED0249-249-100%$5.7K$0-$5.7K2026-11-04
Dhjj Financial Advisors, Ltd.
CLOSED096-96-100%$2.2K$0-$2.2K2026-10-23
MassMutual Private Wealth & Trust, FSB
CLOSED092-92-100%$2.1K$0-$2.1K2026-10-05
Kozak & Associates, Inc.
CLOSED079-79-100%$1.8K$0-$1.8K2026-10-29
RMG Wealth Management LLC
CLOSED027-27-100%$606$0-$6062026-10-26
Sunrise Financial Services, LLC
CLOSED011-11-100%$251$0-$2512026-10-21
Redwood Park Advisors LLC
UNCHANGED000—$4$4$02026-11-02
Bank of America Corp
N/A—488,595,396-488,595,396-100%$11.1B———
JPMorgan Chase & Co
N/A—228,095,630-228,095,630-100%$5.2B———
Envestnet Asset Management Inc
N/A—167,199,210-167,199,210-100%$3.8B———
LPL Financial LLC
N/A—162,613,206-162,613,206-100%$3.7B———
PNC Financial Services Group, Inc.
N/A—59,440,029-59,440,029-100%$1.4B———
Charles Schwab Investment Management Inc
N/A—52,278,440-52,278,440-100%$1.2B———
Morgan Stanley
N/A—44,022,618-44,022,618-100%$1.0B———
Tiaa Wealth Investment Management LLC
N/A—26,647,476-26,647,476-100%$609.4M———
BlackRock, Inc.
N/A—24,096,250-24,096,250-100%$548.9M———
Allworth Financial LP
N/A—20,921,820-20,921,820-100%$476.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—15,819,740-15,819,740-100%$360.4M———
UBS Group AG
N/A—11,425,544-11,425,544-100%$260.3M———
Cetera Investment Advisers
N/A—10,888,991-10,888,991-100%$248.1M———
Ameriprise Financial Inc
N/A—10,613,855-10,613,855-100%$242.9M———
Morningstar Investment Management LLC
N/A—10,483,782-10,483,782-100%$240.2M———
United Capital Financial Advisors, LLC
N/A—10,130,922-10,130,922-100%$230.6M———
Envestnet Portfolio Solutions, Inc.
N/A—8,583,212-8,583,212-100%$195.5M———
Jordan Park Group LLC
N/A—8,563,994-8,563,994-100%$195.1M———
MML Investors Services, LLC
N/A—7,996,194-7,996,194-100%$182.2M———
Dynasty Wealth Management, LLC
N/A—7,932,000-7,932,000-100%$180.7M———
Janney Montgomery Scott LLC
N/A—7,210,378-7,210,378-100%$164.3M———
EP Wealth Advisors, LLC
N/A—7,063,645-7,063,645-100%$160.9M———
Norinchukin Bank, The
N/A—6,494,554-6,494,554-100%$147.9M———
Merit Financial Group, LLC
N/A—6,493,994-6,493,994-100%$147.9M———
FMR LLC
N/A—6,348,372-6,348,372-100%$144.6M———
Northern Trust Corp
N/A—6,203,467-6,203,467-100%$141.3M———
Brown Advisory Inc
N/A—6,018,417-6,018,417-100%$137.1M———
Royal Bank of Canada
N/A—5,594,960-5,594,960-100%$127.5M———
Pathstone Holdings, LLC
N/A—5,489,508-5,489,508-100%$125.1M———
Captrust Financial Advisors
N/A—4,966,997-4,966,997-100%$113.1M———
State Farm Mutual Automobile Insurance Co
N/A—4,902,127-4,902,127-100%$111.7M———
1607 Capital Partners, LLC
N/A—4,590,444-4,590,444-100%$104.6M———
Sanctuary Advisors, LLC
N/A—4,399,631-4,399,631-100%$100.2M———
Raymond James Financial Inc
N/A—4,230,483-4,230,483-100%$96.4M———
AE Wealth Management LLC
N/A—3,947,369-3,947,369-100%$89.9M———
Alesco Advisors, LLC, An ESL Co
N/A—3,911,496-3,911,496-100%$89.1M———
NewEdge Advisors, LLC
N/A—3,692,267-3,692,267-100%$84.1M———
Osaic Holdings, Inc.
N/A—3,624,472-3,624,472-100%$82.6M———
Nomura Asset Management International Inc.
N/A—3,577,996-3,577,996-100%$81.5M———
Castleark Management LLC
N/A—3,329,569-3,329,569-100%$75.8M———
Aptus Capital Advisors, LLC
N/A—3,246,145-3,246,145-100%$73.9M———
Wells Fargo & Company
N/A—3,043,419-3,043,419-100%$69.3M———
Foundations Investment Advisors, LLC
N/A—2,945,895-2,945,895-100%$67.1M———
UBS Asset Management Americas LLC
N/A—2,887,624-2,887,624-100%$65.8M———
Stifel Financial Corp
N/A—2,751,738-2,751,738-100%$62.7M———
Cresset Asset Management, LLC
N/A—2,532,810-2,532,810-100%$57.7M———
Focus Partners Wealth
N/A—1,843,887-1,843,887-100%$42.0M———
Principal Securities, Inc.
N/A—1,657,284-1,657,284-100%$37.8M———
CreativeOne Wealth, LLC
N/A—1,607,356-1,607,356-100%$36.6M———
Arax Advisory Partners
N/A—1,516,171-1,516,171-100%$34.5M———
Equitable Holdings, Inc.
N/A—1,438,410-1,438,410-100%$32.8M———
Cerity Partners LLC
N/A—1,415,306-1,415,306-100%$32.2M———
Northwestern Mutual Wealth Management Co
N/A—1,340,500-1,340,500-100%$30.5M———
Acorns Advisers, LLC
N/A—1,289,961-1,289,961-100%$29.4M———
Modern Wealth Management, LLC
N/A—1,275,472-1,275,472-100%$29.1M———
BlueStem Wealth Partners, LLC
N/A—1,214,016-1,214,016-100%$27.7M———
Wealthspire Advisors, LLC
N/A—1,204,706-1,204,706-100%$27.4M———
Lifeworks Advisors, LLC
N/A—1,184,445-1,184,445-100%$27.0M———
Rockefeller Capital Management L.P.
N/A—1,183,233-1,183,233-100%$27.0M———
Vestmark Advisory Solutions, Inc.
N/A—1,121,539-1,121,539-100%$25.5M———
Strategic Investment Advisors / MI
N/A—1,084,684-1,084,684-100%$24.7M———
Global Retirement Partners, LLC
N/A—939,632-939,632-100%$21.4M———
Commerce Bank
N/A—937,112-937,112-100%$21.3M———
Baird Financial Group, Inc.
N/A—918,206-918,206-100%$20.9M———
Westshore Wealth, LLC
N/A—899,561-899,561-100%$20.5M———
Annandale Capital, LLC
N/A—875,351-875,351-100%$19.9M———
Orion Porfolio Solutions, LLC
N/A—866,864-866,864-100%$19.7M———
Geneos Wealth Management Inc.
N/A—861,989-861,989-100%$19.6M———
Envision Financial Planning, LLC
N/A—847,680-847,680-100%$19.3M———
Integrated Wealth Concepts LLC
N/A—825,593-825,593-100%$18.8M———
&partners
N/A—809,711-809,711-100%$18.5M———
HM Payson & Co
N/A—768,174-768,174-100%$17.5M———
ST Germain D J Co Inc
N/A—758,976-758,976-100%$17.3M———
Steward Partners Investment Advisory, LLC
N/A—754,954-754,954-100%$17.2M———
JT Stratford LLC
N/A—739,452-739,452-100%$16.8M———
Savant Capital, LLC
N/A—684,975-684,975-100%$15.6M———
NorthRock Partners, LLC
N/A—682,331-682,331-100%$15.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—678,839-678,839-100%$15.5M———
Gotham Asset Management, LLC
N/A—654,307-654,307-100%$14.9M———
Private Advisor Group, LLC
N/A—629,015-629,015-100%$14.3M———
Icon Wealth Advisors, LLC
N/A—628,739-628,739-100%$14.3M———
IFG Advisory, LLC
N/A—611,164-611,164-100%$13.9M———
Star Financial Bank
N/A—607,625-607,625-100%$13.8M———
SCS Capital Management LLC
N/A—595,973-595,973-100%$13.6M———
Addison Capital Co
N/A—590,216-590,216-100%$13.4M———
One Wealth Advisors, LLC
N/A—583,146-583,146-100%$13.3M———
Mariner, LLC
N/A—563,429-563,429-100%$12.8M———
Tiaa Trust, National Association
N/A—548,054-548,054-100%$12.5M———
Hirtle & Co., LLC
N/A—546,775-546,775-100%$12.5M———
Wealth Alliance, LLC
N/A—536,417-536,417-100%$12.2M———
Mutual Advisors, LLC
N/A—521,849-521,849-100%$11.9M———
Bluespring Wealth Management, LLC
N/A—519,418-519,418-100%$11.8M———
Regal Investment Advisors LLC
N/A—471,560-471,560-100%$10.7M———
Cerity Partners Ocio LLC
N/A—466,476-466,476-100%$10.6M———
Seascape Capital Management
N/A—461,624-461,624-100%$10.5M———
a16z Perennial Management, L.P.
N/A—459,986-459,986-100%$10.5M———
Fairlight Advisors
N/A—458,746-458,746-100%$10.5M———
Stokes Family Office, LLC
N/A—457,706-457,706-100%$10.4M———
Westfuller Advisors, LLC
N/A—439,520-439,520-100%$10.0M———
Arkadios Wealth Advisors
N/A—433,748-433,748-100%$9.9M———
Capital Analysts, LLC
N/A—430,843-430,843-100%$9.8M———
Itau Unibanco Holding S.A.
N/A—415,293-415,293-100%$9.5M———
Jones Financial Companies Lllp
N/A—415,136-415,136-100%$9.5M———
National Bank of Canada
N/A—413,219-413,219-100%$9.4M———
Prudential PLC
N/A—403,210-403,210-100%$9.2M———
Renaissance Technologies LLC
N/A—402,300-402,300-100%$9.2M———
Advisory Services Network, LLC
N/A—387,987-387,987-100%$8.8M———
Bartlett & Co. Wealth Management LLC
N/A—356,861-356,861-100%$8.1M———
Mercer Global Advisors Inc
N/A—347,838-347,838-100%$7.9M———
Shared Vision Wealth Group LLC
N/A—346,706-346,706-100%$7.9M———
Synergy Investment Management, LLC
N/A—343,109-343,109-100%$7.8M———
Coign Capital Advisors LLC
N/A—340,171-340,171-100%$7.7M———
PAX Financial Group, LLC
N/A—338,975-338,975-100%$7.7M———
World Investment Advisors
N/A—335,094-335,094-100%$7.7M———
Gateway Wealth Partners, LLC
N/A—329,833-329,833-100%$7.5M———
Arrowroot Family Office, LLC
N/A—327,477-327,477-100%$7.5M———
Beacon Bridge Wealth Partners, LLC
N/A—326,927-326,927-100%$7.4M———
Invst, LLC
N/A—316,938-316,938-100%$7.2M———
Keystone Financial Services
N/A—316,119-316,119-100%$7.2M———
Bcgm Wealth Management, LLC
N/A—315,310-315,310-100%$7.2M———
Rothschild Wealth LLC
N/A—314,534-314,534-100%$7.2M———
Cerity Partners Retirement Plan Advisors LLC
N/A—309,532-309,532-100%$7.1M———
Scotia Capital Inc.
N/A—302,014-302,014-100%$6.9M———
Alliancebernstein L.P.
N/A—301,630-301,630-100%$6.9M———
Deutsche Bank Ag\
N/A—288,498-288,498-100%$6.6M———
Legacy Financial Group LLC
N/A—285,832-285,832-100%$6.5M———
CIBC World Market Inc.
N/A—283,172-283,172-100%$6.5M———
Goldman Sachs Group Inc
N/A—280,614-280,614-100%$6.4M———
Hilltop Holdings Inc.
N/A—276,895-276,895-100%$6.3M———
HighTower Advisors, LLC
N/A—276,489-276,489-100%$6.3M———
Fairtree Asset Management (Pty) Ltd
N/A—264,514-264,514-100%$6.0M———
Pinnacle Financial Partners, Inc.
N/A—263,866-263,866-100%$6.0M———
Daviman Financial, LLC
N/A—249,508-249,508-100%$5.7M———
Great Valley Advisor Group, Inc.
N/A—244,533-244,533-100%$5.6M———
JPL Wealth Management, LLC
N/A—243,965-243,965-100%$5.6M———
Smartleaf Asset Management LLC
N/A—241,957-241,957-100%$5.5M———
Seeds Investor LLC
N/A—240,454-240,454-100%$5.5M———
HSBC Holdings PLC
N/A—238,091-238,091-100%$5.4M———
Storen Legacy Partners, LLC
N/A—228,310-228,310-100%$5.2M———
Financial Engines Advisors L.L.C.
N/A—223,569-223,569-100%$5.1M———
Drucker Wealth 3.0, LLC
N/A—222,675-222,675-100%$5.1M———
WCG Wealth Advisors LLC
N/A—220,236-220,236-100%$5.0M———
Liberty Wealth Management LLC
N/A—217,888-217,888-100%$5.0M———
Curtis Wealth Management LLC
N/A—216,785-216,785-100%$4.9M———
Perennial Investment Advisors, LLC
N/A—212,348-212,348-100%$4.8M———
Twin Peaks Wealth Advisors, LLC
N/A—210,327-210,327-100%$4.8M———
Crabel Capital Management, LLC
N/A—209,762-209,762-100%$4.8M———
WealthShield Partners, LLC
N/A—205,853-205,853-100%$4.7M———
Chatterton & Associates Inc.
N/A—203,659-203,659-100%$4.6M———
Vertex Planning Partners, LLC
N/A—196,731-196,731-100%$4.5M———
Founders Financial Alliance, LLC
N/A—196,465-196,465-100%$4.5M———
Wealthfront Advisers LLC
N/A—189,877-189,877-100%$4.3M———
Olde Wealth Management, LLC
N/A—189,217-189,217-100%$4.3M———
Keebeck Wealth Management
N/A—188,239-188,239-100%$4.3M———
Sollinda Capital Management LLC
N/A—187,003-187,003-100%$4.3M———
GTS Securities LLC
N/A—186,457-186,457-100%$4.2M———
Phoenix Financial Ltd.
N/A—179,012-179,012-100%$4.1M———
Mayflower Financial Advisors, LLC
N/A—177,196-177,196-100%$4.0M———
Dakota Wealth Management
N/A—174,530-174,530-100%$4.0M———
Interactive Financial Advisors, Inc.
N/A—173,991-173,991-100%$4.0M———
Element Wealth, LLC
N/A—170,401-170,401-100%$3.9M———
Davis Wealth Advisors, LLC
N/A—167,604-167,604-100%$3.8M———
Stratos Wealth Partners, Ltd.
N/A—163,686-163,686-100%$3.7M———
Theory Financial LLC
N/A—159,136-159,136-100%$3.6M———
Dorsey & Whitney Trust Co LLC
N/A—157,918-157,918-100%$3.6M———
EQ LLC
N/A—157,131-157,131-100%$3.6M———
Harbour Investments, Inc.
N/A—152,970-152,970-100%$3.5M———
Quadrature Capital Ltd
N/A—150,084-150,084-100%$3.4M———
Cheviot Value Management, LLC
N/A—142,817-142,817-100%$3.3M———
Shelter Mutual Insurance Co
N/A—136,932-136,932-100%$3.1M———
Calton & Associates, Inc.
N/A—126,389-126,389-100%$2.9M———
LifePlan Investment Advisors, Inc.
N/A—123,180-123,180-100%$2.8M———
Resolute Wealth Advisor, Inc.
N/A—121,386-121,386-100%$2.8M———
Eldridge Investment Advisors, Inc.
N/A—117,200-117,200-100%$2.7M———
Tradition Wealth Management, LLC
N/A—116,450-116,450-100%$2.7M———
Keystone Financial Group
N/A—115,920-115,920-100%$2.6M———
Inspire Advisors, LLC
N/A—115,548-115,548-100%$2.6M———
Russell Investments Group, Ltd.
N/A—114,470-114,470-100%$2.6M———
5T Wealth, LLC
N/A—106,638-106,638-100%$2.4M———
Advyzon Investment Management, LLC
N/A—105,708-105,708-100%$2.4M———
IMA Advisory Services, Inc.
N/A—105,508-105,508-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—104,014-104,014-100%$2.4M———
Valmark Advisers, Inc.
N/A—103,932-103,932-100%$2.4M———
Redwood Investment Management, LLC
N/A—103,347-103,347-100%$2.4M———
Oxinas Partners, LLC
N/A—102,424-102,424-100%$2.3M———
HRT Financial LP
N/A—100,836-100,836-100%$2.3M———
Blue Edge Capital, LLC
N/A—99,822-99,822-100%$2.3M———
Cadia Private Client LLC
N/A—99,262-99,262-100%$2.3M———
Clearstead Advisors, LLC
N/A—98,015-98,015-100%$2.2M———
Horizon Investments, LLC
N/A—97,870-97,870-100%$2.2M———
Snowden Capital Advisors LLC
N/A—97,667-97,667-100%$2.2M———
Barnes Wealth Management Group, Inc
N/A—95,275-95,275-100%$2.2M———
Lansing Street Advisors
N/A—92,150-92,150-100%$2.1M———
Bull Harbor Capital LLC
N/A—92,088-92,088-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—91,667-91,667-100%$2.1M———
Regency Capital Management Inc.\DE
N/A—89,500-89,500-100%$2.0M———
BNP Paribas
N/A—85,929-85,929-100%$2.0M———
MA Private Wealth
N/A—84,855-84,855-100%$1.9M———
Tyche Wealth Partners LLC
N/A—83,089-83,089-100%$1.9M———
Compton Financial Group, LLC
N/A—79,684-79,684-100%$1.8M———
Arete Wealth Advisors, LLC
N/A—78,677-78,677-100%$1.8M———
Keel Point, LLC
N/A—78,171-78,171-100%$1.8M———
One Capital Management, LLC
N/A—76,335-76,335-100%$1.7M———
Centaurus Financial, Inc.
N/A—74,758-74,758-100%$1.7M———
Edgestream Partners, L.P.
N/A—73,819-73,819-100%$1.7M———
Brookwood Investment Group LLC
N/A—73,705-73,705-100%$1.7M———
CFO4Life Group, LLC
N/A—73,689-73,689-100%$1.7M———
Collier Financial
N/A—73,609-73,609-100%$1.7M———
Wilshire Advisors LLC
N/A—72,841-72,841-100%$1.7M———
Nwam LLC
N/A—72,644-72,644-100%$1.7M———
PFG Investments, LLC
N/A—72,559-72,559-100%$1.7M———
Argent Trust Co
N/A—70,247-70,247-100%$1.6M———
Money Concepts Capital Corp
N/A—69,849-69,849-100%$1.6M———
Western Wealth Management, LLC
N/A—68,549-68,549-100%$1.6M———
HighPoint Advisor Group LLC
N/A—66,517-66,517-100%$1.5M———
Summit Wealth Group, LLC
N/A—65,784-65,784-100%$1.5M———
Capital Investment Management, Inc.
N/A—64,905-64,905-100%$1.5M———
ESL Trust Services, LLC
N/A—62,991-62,991-100%$1.4M———
Farmers National Bank
N/A—62,706-62,706-100%$1.4M———
Hopwood Nicholas Hunter
N/A—62,062-62,062-100%$1.4M———
MAI Capital Management
N/A—62,018-62,018-100%$1.4M———
M1 Capital Management LLC
N/A—61,849-61,849-100%$1.4M———
Roble, Belko & Company, Inc
N/A—61,454-61,454-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—61,341-61,341-100%$1.4M———
Savvy Advisors, Inc.
N/A—61,211-61,211-100%$1.4M———
Nicolet Bankshares Inc
N/A—59,663-59,663-100%$1.4M———
Jane Street Group, LLC
N/A—58,182-58,182-100%$1.3M———
Cary Street Partners Investment Advisory LLC
N/A—57,398-57,398-100%$1.3M———
Maripau Wealth Management LLC
N/A—56,230-56,230-100%$1.3M———
Empirical Asset Management, LLC
N/A—56,188-56,188-100%$1.3M———
Moneta Group Investment Advisors LLC
N/A—55,012-55,012-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—52,011-52,011-100%$1.2M———
M&T Bank Corp
N/A—51,920-51,920-100%$1.2M———
Franklin Resources Inc
N/A—50,802-50,802-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—49,802-49,802-100%$1.1M———
Yukon Wealth Management, Inc.
N/A—49,755-49,755-100%$1.1M———
BNP Paribas Financial Markets
N/A—49,289-49,289-100%$1.1M———
Clarendon Private LLC
N/A—48,877-48,877-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—48,594-48,594-100%$1.1M———
Composition Wealth, LLC
N/A—47,709-47,709-100%$1.1M———
Meeder Advisory Services, Inc.
N/A—47,551-47,551-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—47,418-47,418-100%$1.1M———
Cornerstone Advisors Asset Management, LLC
N/A—46,711-46,711-100%$1.1M———
Transamerica Financial Advisors, LLC
N/A—45,917-45,917-100%$1.0M———
Bank of Marin
N/A—45,891-45,891-100%$1.0M———
SBI Okasan Asset Management Co.Ltd.
N/A—45,639-45,639-100%$1.0M———
Stratos Wealth Advisors, LLC
N/A—44,955-44,955-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—44,497-44,497-100%$1.0M———
BTG Pactual Asset Management US LLC
N/A—44,003-44,003-100%$1.0M———
Betterment LLC
N/A—43,373-43,373-100%$988.0K———
Wallace Advisory Group, LLC
N/A—42,200-42,200-100%$961.3K———
GatePass Capital, LLC
N/A—41,841-41,841-100%$953.1K———
Clifford Group, LLC
N/A—41,592-41,592-100%$947.5K———
GeoWealth Management, LLC
N/A—41,224-41,224-100%$939.1K———
KKM Financial LLC
N/A—40,253-40,253-100%$917.0K———
EFG International AG
N/A—39,292-39,292-100%$895.1K———
Bank of Montreal
N/A—38,649-38,649-100%$880.4K———
Pacific Financial Group Inc
N/A—38,496-38,496-100%$876.9K———
UMB Bank, n.a.
N/A—38,116-38,116-100%$868.3K———
Bessemer Group Inc
N/A—38,064-38,064-100%$867.0K———
FLP Wealth Management, LLC
N/A—37,791-37,791-100%$860.9K———
IHT Wealth Management, LLC
N/A—37,443-37,443-100%$852.9K———
Stelac Advisory Services LLC
N/A—37,199-37,199-100%$847.4K———
Wealthgarden F.S. LLC
N/A—37,125-37,125-100%$845.7K———
1ST Source Bank
N/A—36,526-36,526-100%$832.1K———
Sequoia Financial Advisors, LLC
N/A—36,481-36,481-100%$831.0K———
Panoramic Investment Advisors, LLC
N/A—35,759-35,759-100%$814.6K———
Main Street Financial Solutions, LLC
N/A—35,396-35,396-100%$806.3K———
J.E. Simmons & Co., P.C.
N/A—35,337-35,337-100%$805.0K———
Coldstream Capital Management Inc
N/A—33,811-33,811-100%$770.2K———
Vision Retirement, LLC
N/A—33,627-33,627-100%$766.0K———
Continuum Advisory, LLC
N/A—33,587-33,587-100%$765.1K———
Waverly Advisors, LLC
N/A—33,001-33,001-100%$751.8K———
Sovereign Financial Group, Inc.
N/A—32,552-32,552-100%$741.5K———
Resurgent Financial Advisors LLC
N/A—32,478-32,478-100%$739.8K———
Moors & Cabot, Inc.
N/A—32,231-32,231-100%$734.2K———
WealthTrak Capital Management LLC
N/A—32,119-32,119-100%$731.7K———
Magnolia Private Wealth, LLC
N/A—31,266-31,266-100%$712.2K———
Alteri Wealth LLC
N/A—31,188-31,188-100%$710.5K———
VestGen Investment Management
N/A—31,137-31,137-100%$709.3K———
Noble Wealth Partners LLC
N/A—29,945-29,945-100%$682.1K———
Quotient Wealth Partners, LLC
N/A—28,950-28,950-100%$659.5K———
BFC Planning, Inc.
N/A—28,948-28,948-100%$659.4K———
AQR Capital Management LLC
N/A—27,747-27,747-100%$632.1K———
Marble Wealth, LLC
N/A—26,796-26,796-100%$610.4K———
CIBC Bancorp USA Inc.
N/A—26,599-26,599-100%$605.9K———
Darden Wealth Group Inc
N/A—25,804-25,804-100%$587.8K———
Summit Financial, LLC
N/A—24,982-24,982-100%$569.1K———
Precision Wealth Strategies, LLC
N/A—24,584-24,584-100%$560.0K———
Foster & Motley Inc
N/A—24,468-24,468-100%$557.0K———
HBK Sorce Advisory LLC
N/A—24,314-24,314-100%$547.3K———
Independent Advisor Alliance
N/A—23,925-23,925-100%$545.0K———
Garden State Investment Advisory Services LLC
N/A—23,922-23,922-100%$544.9K———
Waterloo Capital, L.P.
N/A—23,243-23,243-100%$529.5K———
Warner Group LLC
N/A—23,028-23,028-100%$524.6K———
Van Hulzen Asset Management, LLC
N/A—22,947-22,947-100%$522.7K———
Kovack Advisors, Inc.
N/A—22,844-22,844-100%$518.7K———
Vermillion & White Wealth Management Group, LLC
N/A—22,057-22,057-100%$502.5K———
Roundview Capital LLC
N/A—21,341-21,341-100%$486.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—21,290-21,290-100%$484.9K———
Marshall Financial Group, LLC
N/A—21,222-21,222-100%$483.4K———
Members Trust Co
N/A—20,991-20,991-100%$478.2K———
Petra Financial Advisors Inc
N/A—20,960-20,960-100%$477.5K———
Pinnacle Family Advisors, LLC
N/A—20,661-20,661-100%$470.7K———
Peapack Gladstone Financial Corp
N/A—20,553-20,553-100%$468.0K———
Prosperity Consulting Group, LLC
N/A—20,465-20,465-100%$466.2K———
Kickstand Ventures, Llc.
N/A—20,423-20,423-100%$465.2K———
Petix & Botte Co
N/A—20,321-20,321-100%$462.9K———
Brasada Capital Management, LP
N/A—19,947-19,947-100%$454.4K———
Blalock Williams, LLC
N/A—19,609-19,609-100%$446.7K———
Steelhead Wealth Management LLC
N/A—19,328-19,328-100%$440.0K———
Falcon Wealth Planning
N/A—19,252-19,252-100%$438.6K———
Investment Advisory Group, LLC
N/A—18,533-18,533-100%$422.2K———
Magnolia Capital Advisors LLC
N/A—18,157-18,157-100%$413.6K———
Qube Research & Technologies Ltd
N/A—18,024-18,024-100%$410.6K———
Frisch Financial Group, Inc.
N/A—17,785-17,785-100%$405.1K———
Rhumbline Advisers
N/A—16,974-16,974-100%$386.7K———
Legacy Edge Advisors, LLC
N/A—16,043-16,043-100%$365.5K———
Vantage Point Financial LLC
N/A—15,687-15,687-100%$357.4K———
Atomic Invest LLC
N/A—15,635-15,635-100%$357.5K———
KM Capital Management Ltd.
N/A—15,618-15,618-100%$355.8K———
Cahill Financial Advisors Inc
N/A—15,592-15,592-100%$355.2K———
Fisher Asset Management, LLC
N/A—15,551-15,551-100%$354.3K———
Collaborative Wealth Managment Inc.
N/A—15,256-15,256-100%$347.5K———
GWN Securities Inc.
N/A—15,137-15,137-100%$344.8K———
SageView Advisory Group, LLC
N/A—15,062-15,062-100%$343.1K———
Paladin Advisory Group, LLC
N/A—14,646-14,646-100%$333.6K———
Berger Financial Group, Inc
N/A—14,298-14,298-100%$325.7K———
Fourth Dimension Wealth, LLC
N/A—14,260-14,260-100%$324.8K———
Impact Partnership Wealth, LLC
N/A—14,122-14,122-100%$321.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,877-13,877-100%$316.1K———
Delta Asset Management LLC
N/A—13,834-13,834-100%$315.1K———
Stephens Inc
N/A—13,678-13,678-100%$311.6K———
Huntington National Bank
N/A—13,552-13,552-100%$308.7K———
Prudent Investors Network, Inc.
N/A—13,431-13,431-100%$306.0K———
Novus Advisors, LLC
N/A—13,331-13,331-100%$303.7K———
Pine Valley Investments Ltd Liability Co
N/A—12,792-12,792-100%$291.4K———
Blair William & Co
N/A—12,693-12,693-100%$289.1K———
Sand Hill Global Advisors, LLC
N/A—12,335-12,335-100%$281.0K———
Aberdeen Group plc
N/A—12,316-12,316-100%$280.6K———
Astoria Portfolio Advisors Llc.
N/A—12,031-12,031-100%$274.1K———
Rothschild Investment LLC
N/A—11,983-11,983-100%$273.0K———
PSI Advisors, LLC
N/A—11,921-11,921-100%$271.6K———
Seldon Capital LP
N/A—11,600-11,600-100%$264.2K———
Stonebridge Financial Group, LLC
N/A—11,490-11,490-100%$261.0K———
Benjamin Edwards Inc
N/A—11,452-11,452-100%$260.9K———
Tidemark, LLC
N/A—11,163-11,163-100%$254.3K———
Brown Brothers Harriman & Co
N/A—10,894-10,894-100%$248.2K———
Prasad Wealth Partners, LLC
N/A—10,706-10,706-100%$243.9K———
Axis Wealth Partners, LLC
N/A—10,680-10,680-100%$243.3K———
American Trust
N/A—10,407-10,407-100%$237.1K———
Bellwether Advisors, LLC
N/A—10,246-10,246-100%$233.4K———
Cary Street Partners Financial LLC
N/A—10,186-10,186-100%$232.0K———
Rialto Wealth Management, LLC
N/A—10,113-10,113-100%$230.4K———
Flatrock Wealth Partners LLC
N/A—10,025-10,025-100%$228.4K———
NewEdge Wealth, LLC
N/A—9,962-9,962-100%$226.9K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—9,665-9,665-100%$220.2K———
Columbia River Financial Group, LLC
N/A—9,557-9,557-100%$217.0K———
Alta Wealth Advisors LLC
N/A—9,443-9,443-100%$215.1K———
Capital Advisor Network LLC
N/A—9,266-9,266-100%$211.1K———
Insigneo Advisory Services, LLC
N/A—9,136-9,136-100%$208.1K———
Colonial Trust Co / SC
N/A—9,097-9,097-100%$207.2K———
Proffitt & Goodson Inc
N/A—8,933-8,933-100%$203.5K———
Baker Avenue Asset Management, LP
N/A—8,885-8,885-100%$202.4K———
South Plains Financial, Inc.
N/A—8,500-8,500-100%$193.5K———
Imprint Wealth LLC
N/A—7,941-7,941-100%$180.9K———
New Republic Capital, LLC
N/A—6,909-6,909-100%$157.4K———
Fiduciary Financial Advisors
N/A—4,977-4,977-100%$113.4K———
Vanguard National Trust Co
N/A—4,881-4,881-100%$111.2K———
Whittier Trust Co
N/A—4,530-4,530-100%$102.8K———
Bogart Wealth, LLC
N/A—4,355-4,355-100%$99.2K———
Beaird Harris Wealth Management, LLC
N/A—4,320-4,320-100%$98.4K———
Wellington-Altus USA Inc.
N/A—4,000-4,000-100%$91.6K———
Truvestments Capital LLC
N/A—3,862-3,862-100%$88.0K———
FAS Wealth Partners, Inc.
N/A—2,918-2,918-100%$66.5K———
Kilter Group LLC
N/A—2,448-2,448-100%$55.8K———
Mcguire Capital Advisors Inc
N/A—2,338-2,338-100%$53.3K———
Medallion Wealth Advisors, LLC
N/A—2,327-2,327-100%$61.0K———
Bravera Wealth
N/A—2,151-2,151-100%$49.0K———
Crewe Advisors LLC
N/A—2,101-2,101-100%$47.9K———
Glen Eagle Advisors, LLC
N/A—2,099-2,099-100%$47.8K———
Atlantic Union Bankshares Corp
N/A—1,777-1,777-100%$40.5K———
WealthCollab, LLC
N/A—1,678-1,678-100%$38.2K———
Dunhill Financial, LLC
N/A—1,671-1,671-100%$38.1K———
Ancora Advisors LLCA
N/A—1,602-1,602-100%$36.5K———
Strategic Wealth Partners, Ltd.
N/A—1,534-1,534-100%$34.9K———
Vanguard Advisers Inc
N/A—1,499-1,499-100%$34.1K———
Park Place Capital Corp
N/A—1,455-1,455-100%$33.1K———
Strive Financial Group,LLC
N/A—1,403-1,403-100%$32.0K———
Wellington Grp LLC
N/A—1,282-1,282-100%$29.4K———
Lowe Brockenbrough & Co Inc
N/A—1,250-1,250-100%$28.5K———
Hantz Financial Services, Inc.
N/A—1,196-1,196-100%$27.0K———
Ameriflex Group, Inc.
N/A—1,162-1,162-100%$26.5K———
S&T Bank
N/A—1,081-1,081-100%$24.6K———
Millstone Evans Group, LLC
N/A—1,014-1,014-100%$23.1K———
Aventura Private Wealth, LLC
N/A—924-924-100%$21.0K———
BankPlus Trust Department
N/A—785-785-100%$17.9K———
Allied Private Wealth LLC
N/A—773-773-100%$17.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—590-590-100%$13.4K———
SHP Wealth Management
N/A—577-577-100%$13.1K———
Cordant, Inc.
N/A—556-556-100%$12.7K———
Strategic Investment Solutions, Inc.
N/A—539-539-100%$12.3K———
Nova Wealth Management, Inc.
N/A—478-478-100%$10.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—447-447-100%$10.2K———
Godfrey Financial Associates, Inc.
N/A—395-395-100%$9.0K———
SOA Wealth Advisors, Llc.
N/A—332-332-100%$7.6K———
Caldwell Sutter Capital, Inc.
N/A—300-300-100%$6.8K———
O'shaughnessy Asset Management, LLC
N/A—261-261-100%$5.9K———
Anchor Investment Management, LLC
N/A—252-252-100%$5.7K———
Kerr Financial Planning Corp
N/A—222-222-100%$5.1K———
Heritage Wealth Advisors
N/A—185-185-100%$4.2K———
SouthState Bank Corp
N/A—171-171-100%$3.9K———
N.E.W. Advisory Services LLC
N/A—169-169-100%$3.9K———
Richard W. Paul & Associates, LLC
N/A—166-166-100%$3.8K———
Mpwm Advisory Solutions, LLC
N/A—161-161-100%$3.7K———
Financial Gravity Companies, Inc.
N/A—154-154-100%$3.5K———
Motco
N/A—147-147-100%$3.3K———
Keating Financial Advisory Services, Inc.
N/A—128-128-100%$2.9K———
LRI Investments, LLC
N/A—122-122-100%$2.8K———
Howe & Rusling Inc
N/A—101-101-100%$2.3K———
Hollencrest Capital Management
N/A—100-100-100%$2.3K———
Cornerstone Financial Management LLC
N/A—71-71-100%$1.6K———
Cardiff Park Advisors, LLC
N/A—55-55-100%$1.3K———
Logan Capital Management Inc
N/A—54-54-100%$1.2K———
Fortis Group Advisors, LLC
N/A—39-39-100%$888———
Oakmont Advisory Group, LLC
N/A—26-26-100%$590———
Alerus Financial NA
N/A—21-21-100%$478———
Integrity Financial Corp
N/A—11-11-100%$251———
Meramec Financial Planners, LLC
N/A—11-11-100%$248———
Delos Wealth Advisors, LLC
N/A—6-6-100%$137———
Showing 1031 of 1031 institutions