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Ishares 0-5 Year Tips Bond E (STIP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Modera Wealth Management, LLC
INCREASED
Shares2,683,308 from 2,554,931
Change+128,377 (+5%)
Value$267.5M (+$6.5M)
Filed 2026-10-28
Ritholtz Wealth Management
INCREASED
Shares2,644,952 from 2,522,612
Change+122,340 (+5%)
Value$263.7M (+$6.0M)
Filed 2026-11-05
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares2,394,391 from 1,511,194
Change+883,197 (+58%)
Value$238.7M (+$84.3M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares1,491,709 from 1,322,733
Change+168,976 (+13%)
Value$148.7M (+$13.6M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares1,278,077 from 1,118,491
Change+159,586 (+14%)
Value$127.4M (+$13.2M)
Filed 2026-10-08
Wealthcare Capital Management LLC
INCREASED
Shares957,087 from 938,761
Change+18,326 (+2%)
Value$95.4M (-$482.2K)
Filed 2026-10-21
Maseco LLP
INCREASED
Shares860,685 from 800,732
Change+59,953 (+7%)
Value$85.8M (+$4.1M)
Filed 2026-10-27
Abacus Planning Group, Inc.
INCREASED
Shares822,832 from 705,445
Change+117,387 (+17%)
Value$82.0M (+$10.0M)
Filed 2026-11-02
3Edge Asset Management, LP
INCREASED
Shares686,281 from 546,891
Change+139,390 (+25%)
Value$68.4M (+$12.6M)
Filed 2026-10-30
Kestra Investment Management, LLC
INCREASED
Shares661,499 from 627,164
Change+34,335 (+5%)
Value$66.0M (+$1.9M)
Filed 2026-11-04
Keating Investment Counselors Inc
INCREASED
Shares624,802 from 623,779
Change+1,023 (+0%)
Value$62.3M (-$1.4M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares508,559 from 326,147
Change+182,412 (+56%)
Value$50.7M (+$17.4M)
Filed 2026-11-02
Austin Asset Management Co Inc
INCREASED
Shares432,049 from 356,912
Change+75,137 (+21%)
Value$43.1M (+$6.6M)
Filed 2026-10-29
LVW Advisors, LLC
DECREASED
Shares430,859 from 431,464
Change-605 (0%)
Value$43.0M (-$1.1M)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares428,034 from 416,939
Change+11,095 (+3%)
Value$42.7M (+$80.5K)
Filed 2026-10-27
Altfest L J & Co Inc
INCREASED
Shares413,772 from 401,268
Change+12,504 (+3%)
Value$41.3M (+$259.5K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares333,590 from 328,813
Change+4,777 (+1%)
Value$33.3M (-$332.7K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares319,052 from 308,643
Change+10,409 (+3%)
Value$31.8M (+$278.5K)
Filed 2026-10-20
Opus Capital Group, LLC
INCREASED
Shares305,255 from 292,799
Change+12,456 (+4%)
Value$30.4K (-$29.9M)
Filed 2026-10-30
Ddfg, Inc
INCREASED
Shares279,649 from 268,165
Change+11,484 (+4%)
Value$27.9M (+$485.3K)
Filed 2026-10-15
Capital Advantage, Inc.
INCREASED
Shares271,642 from 258,789
Change+12,853 (+5%)
Value$27.1M (+$644.8K)
Filed 2026-10-14
Walker Financial Services, Inc.
INCREASED
Shares267,767 from 241,916
Change+25,851 (+11%)
Value$26.7M (+$2.0M)
Filed 2026-10-26
Rockland Trust Co
INCREASED
Shares260,716 from 252,016
Change+8,700 (+3%)
Value$26.0M (+$247.4K)
Filed 2026-10-05
Stordahl Capital Management, Inc.
INCREASED
Shares242,239 from 226,904
Change+15,335 (+7%)
Value$24.2M (+$970.7K)
Filed 2026-10-22
Seneca Financial Advisors LLC
DECREASED
Shares239,894 from 262,884
Change-22,990 (-9%)
Value$23.9M (-$2.9M)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares229,917 from 315,658
Change-85,741 (-27%)
Value$22.9M (-$9.3M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares221,136 from 212,741
Change+8,395 (+4%)
Value$22.0K (-$21.7M)
Filed 2026-11-02
SoundView Advisors Inc.
INCREASED
Shares214,908 from 209,701
Change+5,207 (+2%)
Value$21.4M (+$3.0K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares211,991 from 216,268
Change-4,277 (-2%)
Value$16.8M (-$631.1K)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares211,614 from 208,243
Change+3,371 (+2%)
Value$21.1M (-$176.2K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares203,635 from 167,928
Change+35,707 (+21%)
Value$20.3M (+$3.1M)
Filed 2026-10-16
Arkansas Financial Group, Inc.
INCREASED
Shares203,496 from 198,408
Change+5,088 (+3%)
Value$20.3M (+$19.1K)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares196,190 from 178,686
Change+17,504 (+10%)
Value$19.6M (+$1.3M)
Filed 2026-10-22
Kwmg, LLC
INCREASED
Shares192,237 from 180,141
Change+12,096 (+7%)
Value$19.2M (+$762.8K)
Filed 2026-10-07
Creative Planning
DECREASED
Shares183,832 from 243,750
Change-59,918 (-25%)
Value$18.3M (-$6.6M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares179,176 from 25,819
Change+153,357 (+594%)
Value$17.9M (+$15.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares175,826 from 167,643
Change+8,183 (+5%)
Value$17.5M (+$403.4K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
DECREASED
Shares163,416 from 170,049
Change-6,633 (-4%)
Value$16.3M (-$1.1M)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares161,742 from 169,160
Change-7,418 (-4%)
Value$16.1M (-$1.2M)
Filed 2026-10-27
AJ Advisors, LLC
INCREASED
Shares160,340 from 153,718
Change+6,622 (+4%)
Value$16.0M (+$282.0K)
Filed 2026-10-29
Discipline Wealth Solutions, LLC
INCREASED
Shares144,740 from 131,643
Change+13,097 (+10%)
Value$14.4M (+$981.9K)
Filed 2026-10-14
Continuum Wealth Advisors, LLC
INCREASED
Shares139,213 from 126,776
Change+12,437 (+10%)
Value$13.9M (+$928.1K)
Filed 2026-10-20
Park Edge Advisors, LLC
INCREASED
Shares137,526 from 134,243
Change+3,283 (+2%)
Value$13.7M (-$2.9K)
Filed 2026-10-28
NBT Bank, N.A.
INCREASED
Shares137,468 from 134,315
Change+3,153 (+2%)
Value$13.7M (-$16.1K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED
Shares135,593 from 137,035
Change-1,442 (-1%)
Value$13.5M (-$480.8K)
Filed 2026-10-08
Family Legacy Financial Solutions, LLC
INCREASED
Shares128,404 from 114,882
Change+13,522 (+12%)
Value$12.8M (+$1.1M)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares121,880 from 73,620
Change+48,260 (+66%)
Value$12.2M (+$4.6M)
Filed 2026-11-02
Holcombe Financial, Inc.
INCREASED
Shares114,914 from 114,138
Change+776 (+1%)
Value$11.5M (-$203.4K)
Filed 2026-10-16
Penobscot Wealth Management
INCREASED
Shares109,883 from 101,813
Change+8,070 (+8%)
Value$11.0M (+$554.2K)
Filed 2026-10-21
Courier Capital LLC
INCREASED
Shares107,967 from 103,542
Change+4,425 (+4%)
Value$10.8M (+$186.4K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
INCREASED
Shares105,235 from 91,045
Change+14,190 (+16%)
Value$10.5M (+$1.2M)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares103,514 from 111,050
Change-7,536 (-7%)
Value$10.3M (-$1.0M)
Filed 2026-10-28
Columbus Macro, LLC
INCREASED
Shares103,464 from 101,409
Change+2,055 (+2%)
Value$10.3M (-$44.6K)
Filed 2026-10-14
First Horizon Corp
INCREASED
Shares100,481 from 97,059
Change+3,422 (+4%)
Value$10.0M (+$102.4K)
Filed 2026-10-26
Portfolio Design Labs, LLC
NEW
Shares100,160
Change+100,160
Value$10.0M
Filed 2026-11-04
Clear Creek Financial Management, LLC
DECREASED
Shares96,462 from 96,851
Change-389 (0%)
Value$9.6M (-$277.0K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares95,976 from 97,597
Change-1,621 (-2%)
Value$9.6M (-$401.7K)
Filed 2026-10-22
Financial Planning Navigators Corp
INCREASED
Shares94,950 from 91,095
Change+3,855 (+4%)
Value$9.5M (+$160.2K)
Filed 2026-10-14
Western Reserve Capital Management, LLC
INCREASED
Shares94,895 from 87,778
Change+7,117 (+8%)
Value$9.5M (+$493.6K)
Filed 2026-10-14
Boltwood Capital Management
INCREASED
Shares94,575 from 33,140
Change+61,435 (+185%)
Value$9.4M (+$6.0M)
Filed 2026-10-02
Truist Financial Corp
INCREASED
Shares94,004 from 68,770
Change+25,234 (+37%)
Value$9.4M (+$2.3M)
Filed 2026-10-30
Sugar Maple Asset Management, LLC
INCREASED
Shares93,016 from 88,680
Change+4,336 (+5%)
Value$9.3M (+$214.2K)
Filed 2026-10-13
Wolff Financial Management LLC
NEW
Shares89,073
Change+89,073
Value$8.9M
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares88,260 from 74,321
Change+13,939 (+19%)
Value$8.8M (+$1.1M)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares87,229 from 48,677
Change+38,552 (+79%)
Value$8.7M (+$3.7M)
Filed 2026-11-03
Equita Financial Network, Inc.
INCREASED
Shares85,743 from 80,871
Change+4,872 (+6%)
Value$8.5M (+$286.8K)
Filed 2026-10-19
Sterling Investment Advisors LLC
INCREASED
Shares84,751 from 80,324
Change+4,427 (+6%)
Value$8.4M (+$243.8K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares84,575 from 67,618
Change+16,957 (+25%)
Value$8.4M (+$1.5M)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares84,420 from 78,729
Change+5,691 (+7%)
Value$8.4M (+$373.7K)
Filed 2026-10-07
Home Federal Bank of Tennessee
INCREASED
Shares84,282 from 73,999
Change+10,283 (+14%)
Value$8.4M (+$843.2K)
Filed 2026-10-15
City State Bank
INCREASED
Shares83,768 from 63,568
Change+20,200 (+32%)
Value$8.4M (+$1.9M)
Filed 2026-10-20
Integris Wealth Management, LLC
INCREASED
Shares83,119 from 73,776
Change+9,343 (+13%)
Value$8.3M (+$750.1K)
Filed 2026-10-14
Ascent Group, LLC
NEW
Shares81,913
Change+81,913
Value$8.2M
Filed 2026-10-30
Straight Path Wealth Management
INCREASED
Shares78,853 from 70,819
Change+8,034 (+11%)
Value$7.9M (+$626.8K)
Filed 2026-10-23
Alhambra Investment Management LLC
DECREASED
Shares75,700 from 75,763
Change-63 (0%)
Value$7.5M (-$192.6K)
Filed 2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED
Shares75,452 from 3,483
Change+71,969 (+2066%)
Value$7.5M (+$7.2M)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares73,849 from 67,008
Change+6,841 (+10%)
Value$7.4M (+$517.2K)
Filed 2026-10-16
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares73,161 from 59,736
Change+13,425 (+22%)
Value$7.3M (+$1.2M)
Filed 2026-10-22
Quadcap Wealth Management, LLC
INCREASED
Shares71,926 from 68,447
Change+3,479 (+5%)
Value$7.2M (+$178.5K)
Filed 2026-11-02
Valen Private Capital, LLC
NEW
Shares71,632
Change+71,632
Value$7.1M
Filed 2026-10-23
Friedenthal Financial
INCREASED
Shares70,378 from 60,547
Change+9,831 (+16%)
Value$7.0M (+$831.2K)
Filed 2026-10-27
Kure Advisory, LLC
INCREASED
Shares69,559 from 64,627
Change+4,932 (+8%)
Value$6.9M (+$332.8K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares67,540 from 108,246
Change-40,706 (-38%)
Value$6.7M (-$4.3M)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares67,039 from 339,975
Change-272,936 (-80%)
Value$6.7M (-$28.0M)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares66,577 from 61,329
Change+5,248 (+9%)
Value$6.6M (+$369.2K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares66,510 from 5,357
Change+61,153 (+1142%)
Value$6.6M (+$6.1M)
Filed 2026-10-13
Snider Financial Group
INCREASED
Shares64,196 from 55,120
Change+9,076 (+16%)
Value$6.4M (+$769.3K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares63,465 from 60,345
Change+3,120 (+5%)
Value$6.3K (-$6.2M)
Filed 2026-10-26
Fischer Financial Services, Inc.
INCREASED
Shares62,447 from 60,810
Change+1,637 (+3%)
Value$6.2M (+$13.6K)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares60,599 from 56,754
Change+3,845 (+7%)
Value$6.0M (+$243.8K)
Filed 2026-10-21
Leuthold Group, LLC
DECREASED
Shares60,365 from 64,077
Change-3,712 (-6%)
Value$6.0M (-$527.7K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
INCREASED
Shares59,795 from 58,981
Change+814 (+1%)
Value$6.0M (-$63.9K)
Filed 2026-10-21
Semitam Bonam LLC
INCREASED
Shares58,473 from 51,402
Change+7,071 (+14%)
Value$5.8M (+$578.5K)
Filed 2026-10-27
Fund Evaluation Group, LLC
INCREASED
Shares54,506 from 53,006
Change+1,500 (+3%)
Value$5.4M (+$19.2K)
Filed 2026-11-05
Stone Summit Wealth LLC
INCREASED
Shares53,609 from 48,521
Change+5,088 (+10%)
Value$5.3M (+$388.0K)
Filed 2026-10-14
New Capital Management LP
INCREASED
Shares52,936 from 52,036
Change+900 (+2%)
Value$5.3M (-$38.3K)
Filed 2026-10-29
Altiora Financial Group, LLC
INCREASED
Shares52,432 from 51,816
Change+616 (+1%)
Value$5.2M (-$66.1K)
Filed 2026-11-04
Eagle Wealth Advisors LLC
INCREASED
Shares52,148 from 47,147
Change+5,001 (+11%)
Value$5.2M (+$382.6K)
Filed 2026-10-20
Slow Capital, Inc.
DECREASED
Shares50,547 from 51,614
Change-1,067 (-2%)
Value$5.0M (-$233.4K)
Filed 2026-10-23
MacKenzie Financial Corp
INCREASED
Shares50,100 from 45,000
Change+5,100 (+11%)
Value$5.0M (+$397.8K)
Filed 2026-11-02
Royal Harbor Partners, LLC
INCREASED
Shares48,036 from 46,041
Change+1,995 (+4%)
Value$4.8M (+$85.6K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares47,405 from 30,383
Change+17,022 (+56%)
Value$4.8M (+$1.7M)
Filed 2026-10-27
Lake Hills Wealth Management, LLC
DECREASED
Shares47,063 from 47,651
Change-588 (-1%)
Value$4.7M (-$175.8K)
Filed 2026-10-07
Amplius Wealth Advisors, LLC
DECREASED
Shares46,214 from 200,597
Change-154,383 (-77%)
Value$4.6M (-$15.9M)
Filed 2026-10-20
Liberty Atlantic Advisors LLC
INCREASED
Shares45,516 from 37,389
Change+8,127 (+22%)
Value$4.5M (+$718.3K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares44,699 from 41,403
Change+3,296 (+8%)
Value$4.5M (+$226.8K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares44,489 from 42,714
Change+1,775 (+4%)
Value$4.4M (+$71.9K)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED
Shares44,123 from 44,107
Change+16 (+0%)
Value$4.4M (-$50.4K)
Filed 2026-10-13
Ulland Investment Advisors, LLC
NEW
Shares44,000
Change+44,000
Value$4.4K
Filed 2026-10-13
Camden National Bank
INCREASED
Shares43,313 from 13,823
Change+29,490 (+213%)
Value$4.3M (+$2.9M)
Filed 2026-11-02
Arcataur Capital Management LLC
UNCHANGED
Shares43,179 from 43,179
Change0 (0%)
Value$4.3M (-$106.2K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares42,965 from 40,655
Change+2,310 (+6%)
Value$4.3M (+$130.2K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
DECREASED
Shares41,419 from 42,646
Change-1,227 (-3%)
Value$4.1M (-$175.6K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares40,827 from 18,551
Change+22,276 (+120%)
Value$4.1M (+$2.2M)
Filed 2026-11-05
Maltin Wealth Management, Inc.
INCREASED
Shares40,595 from 36,814
Change+3,781 (+10%)
Value$4.0M (+$286.4K)
Filed 2026-10-13
Ares Financial Consulting, LLC
INCREASED
Shares39,776 from 38,081
Change+1,695 (+4%)
Value$4.0M (+$75.3K)
Filed 2026-10-19
Echo45 Advisors LLC
INCREASED
Shares37,882 from 36,511
Change+1,371 (+4%)
Value$3.8M (+$46.8K)
Filed 2026-10-07
Approach Retirement Advisors, LLC
INCREASED
Shares36,491 from 33,043
Change+3,448 (+10%)
Value$3.6M (+$262.4K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
DECREASED
Shares35,988 from 36,278
Change-290 (-1%)
Value$3.6M (-$82.9K)
Filed 2026-11-02
Winter & Associates, Inc.
INCREASED
Shares34,705 from 30,902
Change+3,803 (+12%)
Value$3.5M (+$331.6K)
Filed 2026-10-23
Montag A & Associates Inc
INCREASED
Shares34,695 from 15,749
Change+18,946 (+120%)
Value$3.5M (+$1.9M)
Filed 2026-10-29
Trilogy Capital Inc.
DECREASED
Shares34,428 from 36,238
Change-1,810 (-5%)
Value$3.4M (-$269.6K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares33,803 from 28,523
Change+5,280 (+19%)
Value$3.4M (+$456.2K)
Filed 2026-10-27
Sofi Wealth, LLC
INCREASED
Shares33,784 from 33,591
Change+193 (+1%)
Value$3.4M (-$63.4K)
Filed 2026-10-27
DMC Group, LLC
INCREASED
Shares33,454 from 27,488
Change+5,966 (+22%)
Value$3.3M (+$527.2K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares33,157 from 32,705
Change+452 (+1%)
Value$3.3M (-$35.3K)
Filed 2026-10-09
Fairway Wealth LLC
INCREASED
Shares32,821 from 30,360
Change+2,461 (+8%)
Value$3.3M (+$170.6K)
Filed 2026-10-30
Martin Capital Partners, LLC
INCREASED
Shares32,509 from 32,237
Change+272 (+1%)
Value$3.2M (-$52.2K)
Filed 2026-10-07
Investment Partners Asset Management, Inc.
INCREASED
Shares32,240 from 29,713
Change+2,527 (+9%)
Value$3.2M (+$178.8K)
Filed 2026-10-09
Alterna Wealth Management, Inc
INCREASED
Shares32,151 from 13,219
Change+18,932 (+143%)
Value$3.2M (+$1.9M)
Filed 2026-10-27
CGN Advisors LLC
INCREASED
Shares32,104 from 29,618
Change+2,486 (+8%)
Value$3.2M (+$175.0K)
Filed 2026-10-21
Chesley Taft & Associates LLC
INCREASED
Shares31,816 from 31,375
Change+441 (+1%)
Value$3.2M (-$33.2K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares31,616 from 34,924
Change-3,308 (-9%)
Value$3.2M (-$415.7K)
Filed 2026-10-23
James Investment Research, Inc.
INCREASED
Shares30,963 from 30,037
Change+926 (+3%)
Value$3.1M (+$18.4K)
Filed 2026-10-22
Trademark Financial Management, LLC
DECREASED
Shares30,769 from 30,900
Change-131 (0%)
Value$3.1M (-$89.1K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares29,949 from 24,777
Change+5,172 (+21%)
Value$3.0M (+$494.2K)
Filed 2026-10-14
LifeGuide Financial Advisors, LLC
INCREASED
Shares29,755 from 25,490
Change+4,265 (+17%)
Value$3.0M (+$362.5K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares29,664 from 23,031
Change+6,633 (+29%)
Value$3.0M (+$604.7K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares29,312 from 15,046
Change+14,266 (+95%)
Value$3.0M (+$1.4M)
Filed 2026-11-04
Sellwood Investment Partners LLC
INCREASED
Shares29,003 from 26,271
Change+2,732 (+10%)
Value$2.9M (+$207.8K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares28,780 from 27,454
Change+1,326 (+5%)
Value$2.9M (+$64.7K)
Filed 2026-10-28
Heck Capital Advisors, LLC
INCREASED
Shares28,422 from 27,546
Change+876 (+3%)
Value$2.8M (+$19.6K)
Filed 2026-10-14
Ethos Capital Management, Inc.
DECREASED
Shares27,397 from 34,989
Change-7,592 (-22%)
Value$2.7M (-$843.0K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares27,355 from 2,590
Change+24,765 (+956%)
Value$2.7M (+$2.5M)
Filed 2026-10-15
Brooklyn FI, LLC
DECREASED
Shares26,553 from 36,975
Change-10,422 (-28%)
Value$2.7M (-$1.1M)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares25,840 from 25,568
Change+272 (+1%)
Value$2.6M (-$35.8K)
Filed 2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares25,687 from 25,687
Change0 (0%)
Value$2.6M (-$63.2K)
Filed 2026-10-29
Portside Wealth Group, LLC
INCREASED
Shares25,552 from 23,107
Change+2,445 (+11%)
Value$2.5M (+$186.9K)
Filed 2026-10-20
Atlatl Advisers LLC
INCREASED
Shares25,334 from 25,228
Change+106 (+0%)
Value$2.5M (-$51.5K)
Filed 2026-10-22
Mendota Financial Group, LLC
INCREASED
Shares24,492 from 21,191
Change+3,301 (+16%)
Value$2.4M (+$276.9K)
Filed 2026-10-07
Vise Technologies, Inc.
INCREASED
Shares24,423 from 22,837
Change+1,586 (+7%)
Value$2.4M (+$102.0K)
Filed 2026-10-29
Portland Financial Advisors Inc
INCREASED
Shares24,267 from 23,173
Change+1,094 (+5%)
Value$2.4M (+$52.1K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares23,704 from 26,135
Change-2,431 (-9%)
Value$2.4M (-$306.7K)
Filed 2026-10-13
Alpha Omega Wealth Management LLC
DECREASED
Shares23,676 from 24,579
Change-903 (-4%)
Value$2.4M (-$150.5K)
Filed 2026-10-23
Montecito Bank & Trust
UNCHANGED
Shares23,470 from 23,470
Change0 (0%)
Value$2.3M (-$57.7K)
Filed 2026-10-01
Canandaigua National Bank & Trust Co
DECREASED
Shares23,412 from 31,049
Change-7,637 (-25%)
Value$2.3M (-$837.8K)
Filed 2026-10-07
Revisor Wealth Management LLC
INCREASED
Shares23,410 from 22,063
Change+1,347 (+6%)
Value$2.4M (+$99.0K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares23,233 from 24,509
Change-1,276 (-5%)
Value$2.3M (-$187.5K)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares23,035 from 12,681
Change+10,354 (+82%)
Value$2.3M (+$1.0M)
Filed 2026-10-29
JGP Wealth Management, LLC
INCREASED
Shares22,932 from 12,714
Change+10,218 (+80%)
Value$2.3M (+$987.5K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares22,244 from 30,824
Change-8,580 (-28%)
Value$2.2M (-$931.4K)
Filed 2026-10-23
Peak Financial Management, Inc.
INCREASED
Shares21,965 from 21,949
Change+16 (+0%)
Value$2.2M (-$52.4K)
Filed 2026-10-16
Lazari Capital Management, Inc.
INCREASED
Shares21,879 from 21,101
Change+778 (+4%)
Value$2.2M (+$25.7K)
Filed 2026-10-20
Visionary Horizons, LLC
DECREASED
Shares21,868 from 21,943
Change-75 (0%)
Value$2.2M (-$61.4K)
Filed 2026-10-22
SeedSafe Financial LLC
INCREASED
Shares21,452 from 18,325
Change+3,127 (+17%)
Value$2.1M (+$266.7K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares20,837 from 21,826
Change-989 (-5%)
Value$2.1M (-$152.4K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares20,789 from 18,924
Change+1,865 (+10%)
Value$2.1M (+$139.4K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares20,651 from 17,799
Change+2,852 (+16%)
Value$2.1M (+$240.5K)
Filed 2026-10-14
Fortitude Family Office, LLC
INCREASED
Shares20,523 from 8,145
Change+12,378 (+152%)
Value$2.0M (+$1.2M)
Filed 2026-10-14
Willow Creek Capital Management, Inc.
UNCHANGED
Shares20,021 from 20,021
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-16
Arlington Financial Advisors, LLC
NEW
Shares19,819
Change+19,819
Value$2.0M
Filed 2026-10-19
Heritage Investment Group, Inc.
INCREASED
Shares19,739 from 19,415
Change+324 (+2%)
Value$2.0M (-$15.5K)
Filed 2026-11-03
FFG Retirement Advisors LLC
NEW
Shares19,369
Change+19,369
Value$1.9M
Filed 2026-10-20
Guidance Capital, Inc
DECREASED
Shares19,238 from 19,710
Change-472 (-2%)
Value$1.9M (-$60.7K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares19,201 from 19,061
Change+140 (+1%)
Value$1.9M (-$32.9K)
Filed 2026-10-29
21 West Wealth Management LLC
DECREASED
Shares18,955 from 19,779
Change-824 (-4%)
Value$1.9M (-$130.8K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares18,912 from 15,625
Change+3,287 (+21%)
Value$1.9M (+$289.3K)
Filed 2026-10-29
Valeo Financial Advisors, LLC
UNCHANGED
Shares18,332 from 18,332
Change0 (0%)
Value$19.9K (-$40)
Filed 2026-10-08
Sharper & Granite LLC
DECREASED
Shares18,314 from 21,672
Change-3,358 (-15%)
Value$1.9M (-$319.8K)
Filed 2026-11-02
First United Bank & Trust
DECREASED
Shares18,183 from 29,124
Change-10,941 (-38%)
Value$1.8M (-$1.2M)
Filed 2026-10-22
Virtus Family Office LLC
UNCHANGED
Shares17,903 from 17,903
Change0 (0%)
Value$1.8M (-$44.0K)
Filed 2026-10-30
DecisionMap Wealth Management, LLC
INCREASED
Shares17,315 from 9,518
Change+7,797 (+82%)
Value$1.7M (+$753.9K)
Filed 2026-10-29
Sowell Financial Services LLC
INCREASED
Shares17,274 from 16,610
Change+664 (+4%)
Value$1.7M (+$25.4K)
Filed 2026-10-23
Balance Wealth Partners LLC
INCREASED
Shares17,263 from 13,406
Change+3,857 (+29%)
Value$1.7M (+$351.6K)
Filed 2026-10-27
Marotta Asset Management
INCREASED
Shares17,033 from 14,309
Change+2,724 (+19%)
Value$1.7M (+$251.1K)
Filed 2026-10-02
Successful Portfolios LLC
INCREASED
Shares16,932 from 16,903
Change+29 (+0%)
Value$1.7M (-$20.7K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
DECREASED
Shares16,474 from 16,582
Change-108 (-1%)
Value$1.6M (-$51.6K)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
INCREASED
Shares16,166 from 14,760
Change+1,406 (+10%)
Value$1.6M (+$103.8K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares16,129 from 16,784
Change-655 (-4%)
Value$1.6M (-$106.6K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares15,749 from 16,595
Change-846 (-5%)
Value$1.6M (-$125.2K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares15,594 from 10,337
Change+5,257 (+51%)
Value$1.6M (+$503.2K)
Filed 2026-11-03
Archer Investment Management, LLC
INCREASED
Shares15,505 from 9,487
Change+6,018 (+63%)
Value$1.5M (+$576.7K)
Filed 2026-10-13
Prosperity Planning, Inc.
DECREASED
Shares15,475 from 15,500
Change-25 (0%)
Value$1.5M (-$40.6K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares15,029 from 15,133
Change-104 (-1%)
Value$1.5M (-$47.6K)
Filed 2026-10-30
PKS Advisory Services, LLC
UNCHANGED
Shares14,978 from 14,978
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Scissortail Wealth Management, LLC
INCREASED
Shares14,976 from 14,960
Change+16 (+0%)
Value$1.5M (-$35.2K)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares14,257 from 13,786
Change+471 (+3%)
Value$1.4M (+$13.0K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
NEW
Shares14,218
Change+14,218
Value$1.4M
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares14,067 from 9,854
Change+4,213 (+43%)
Value$1.4M (+$395.8K)
Filed 2026-10-15
Curbstone Financial Management Corp
INCREASED
Shares13,680 from 10,300
Change+3,380 (+33%)
Value$1.4M (+$311.6K)
Filed 2026-10-21
Hanseatic Management Services Inc
INCREASED
Shares13,662 from 13,011
Change+651 (+5%)
Value$1.4M (+$32.9K)
Filed 2026-10-27
Alkeme Wealth, LLC
NEW
Shares13,472
Change+13,472
Value$1.3M
Filed 2026-10-08
SWP Financial LLC
INCREASED
Shares13,291 from 13,116
Change+175 (+1%)
Value$1.3M (-$14.8K)
Filed 2026-10-23
Certior Financial Group, LLC
INCREASED
Shares12,626 from 12,317
Change+309 (+3%)
Value$1.3M (+$551)
Filed 2026-10-19
Phillips Financial Management, LLC
DECREASED
Shares11,595 from 12,343
Change-748 (-6%)
Value$1.2M (-$105.0K)
Filed 2026-10-19
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares11,467 from 11,467
Change0 (0%)
Value$1.1M (-$28.2K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares11,353 from 11,408
Change-55 (0%)
Value$1.1M (-$33.5K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
INCREASED
Shares11,351 from 11,114
Change+237 (+2%)
Value$1.1M (-$3.8K)
Filed 2026-10-20
Cambridge Capital Management, LLC
INCREASED
Shares11,144 from 8,143
Change+3,001 (+37%)
Value$1.1M (+$279.2K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
INCREASED
Shares11,051 from 11,044
Change+7 (+0%)
Value$1.1M (-$26.5K)
Filed 2026-10-20
Advisory Solutions Group, LLC
INCREASED
Shares10,848 from 9,519
Change+1,329 (+14%)
Value$1.1M (+$109.1K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares10,634 from 3,242
Change+7,392 (+228%)
Value$1.1M (+$729.0K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED
Shares10,608 from 10,583
Change+25 (+0%)
Value$1.1M (-$23.6K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares10,530
Change+10,530
Value$1.0M
Filed 2026-11-03
Canandaigua National Trust Co of Florida
NEW
Shares10,429
Change+10,429
Value$1.0M
Filed 2026-10-07
United Asset Strategies, Inc.
DECREASED
Shares10,386 from 10,439
Change-53 (-1%)
Value$1.0M (-$31.0K)
Filed 2026-10-28
Evexia Wealth LLC
INCREASED
Shares10,381 from 10,022
Change+359 (+4%)
Value$1.0M (+$38.5K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares10,043 from 9,850
Change+193 (+2%)
Value$1.0M (-$5.0K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares9,993 from 12,227
Change-2,234 (-18%)
Value$996.3K (-$252.8K)
Filed 2026-10-15
Breakwater Investment Management
DECREASED
Shares9,761 from 12,010
Change-2,249 (-19%)
Value$973.2K (-$253.8K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares9,728 from 8,200
Change+1,528 (+19%)
Value$969.8K (+$132.1K)
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares9,656
Change+9,656
Value$962.7K
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares9,590 from 8,595
Change+995 (+12%)
Value$956.1K (+$78.1K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares9,433 from 5,409
Change+4,024 (+74%)
Value$940.5K (+$387.9K)
Filed 2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$937.2K (-$23.1K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
UNCHANGED
Shares9,221 from 9,221
Change0 (0%)
Value$919.3K (-$22.7K)
Filed 2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED
Shares9,043 from 9,043
Change0 (0%)
Value$901.6K (-$22.2K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
INCREASED
Shares9,016 from 8,800
Change+216 (+2%)
Value$898.9K (-$35)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares8,983 from 8,673
Change+310 (+4%)
Value$895.6K (+$9.5K)
Filed 2026-10-27
Private Wealth Management Group, LLC
INCREASED
Shares8,950 from 8,934
Change+16 (+0%)
Value$892.3K (-$20.4K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares8,857 from 9,270
Change-413 (-4%)
Value$883.0K (-$64.0K)
Filed 2026-10-28
Sharkey, Howes & Javer
INCREASED
Shares8,787 from 7,546
Change+1,241 (+16%)
Value$876.1K (+$105.2K)
Filed 2026-10-22
Avant Financial Advisors LLC
INCREASED
Shares8,501 from 8,061
Change+440 (+5%)
Value$847.5K (+$24.0K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares8,472 from 10,631
Change-2,159 (-20%)
Value$844.7K (-$241.4K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
DECREASED
Shares8,463 from 8,471
Change-8 (0%)
Value$843.8K (-$21.6K)
Filed 2026-10-30
Topor & Co. Korea
UNCHANGED
Shares8,423 from 8,423
Change0 (0%)
Value$839.8K (-$20.7K)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares8,375 from 4,832
Change+3,543 (+73%)
Value$835.0K (+$341.4K)
Filed 2026-10-26
Compass Wealth Management, LLC
NEW
Shares8,350
Change+8,350
Value$832.5K
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares8,325 from 7,156
Change+1,169 (+16%)
Value$830.0K (+$98.9K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares8,220 from 5,760
Change+2,460 (+43%)
Value$830.0K (+$247.2K)
Filed 2026-11-02
Middleton & Co Inc
INCREASED
Shares8,201 from 4,101
Change+4,100 (+100%)
Value$817.6K (+$398.7K)
Filed 2026-10-23
Advisor Resource Council
DECREASED
Shares8,190 from 8,219
Change-29 (0%)
Value$818.6K (-$15.0K)
Filed 2026-11-05
Townsend Financial Planning, LLC
DECREASED
Shares8,171 from 8,238
Change-67 (-1%)
Value$814.7K (-$26.9K)
Filed 2026-11-02
Stone House Investment Management, LLC
INCREASED
Shares8,119 from 6,180
Change+1,939 (+31%)
Value$809.5K (+$178.2K)
Filed 2026-10-23
Vigilare Wealth Management
DECREASED
Shares7,895 from 41,118
Change-33,223 (-81%)
Value$787.1K (-$3.4M)
Filed 2026-10-29
RHS Financial, LLC
INCREASED
Shares7,824 from 7,073
Change+751 (+11%)
Value$780.1K (+$57.5K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares7,775 from 5,591
Change+2,184 (+39%)
Value$775.2K (+$204.0K)
Filed 2026-10-23
Matrix Trust Co
DECREASED
Shares7,741 from 8,223
Change-482 (-6%)
Value$772 (-$68)
Filed 2026-10-07
SeaBridge Investment Advisors LLC
NEW
Shares7,728
Change+7,728
Value$770.5K
Filed 2026-11-02
Eagle Bay Advisors LLC
INCREASED
Shares7,587 from 7,456
Change+131 (+2%)
Value$756.4K (-$5.3K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares7,586 from 3,873
Change+3,713 (+96%)
Value$756.3K (+$360.7K)
Filed 2026-11-04
Sidoxia Capital Management, LLC
INCREASED
Shares7,583 from 7,226
Change+357 (+5%)
Value$756.1K (+$17.8K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
DECREASED
Shares7,471 from 7,480
Change-9 (0%)
Value$744.9K (-$19.3K)
Filed 2026-11-02
First Premier Bank
INCREASED
Shares7,419 from 7,005
Change+414 (+6%)
Value$740 (+$24)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares7,350 from 7,336
Change+14 (+0%)
Value$732.8K (-$16.7K)
Filed 2026-10-14
Factor Wealth Management LTD
INCREASED
Shares7,317 from 6,495
Change+822 (+13%)
Value$729.5K (+$66.0K)
Filed 2026-10-08
Diversify Advisory Services, LLC
INCREASED
Shares7,185 from 4,793
Change+2,392 (+50%)
Value$721.3K (+$236.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares7,185 from 4,793
Change+2,392 (+50%)
Value$721.3K (+$236.7K)
Filed 2026-10-20
M Wealth Management, LLC
INCREASED
Shares7,135 from 2,381
Change+4,754 (+200%)
Value$711.4K (+$468.1K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED
Shares7,086 from 7,114
Change-28 (0%)
Value$706.5K (-$20.3K)
Filed 2026-10-26
Clarity Asset Management, Inc.
DECREASED
Shares7,033 from 7,074
Change-41 (-1%)
Value$701.2K (-$21.5K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
INCREASED
Shares6,940 from 6,250
Change+690 (+11%)
Value$691.9K (+$53.4K)
Filed 2026-11-04
Cardinal Strategic Wealth Guidance
INCREASED
Shares6,922 from 6,785
Change+137 (+2%)
Value$690.1K (-$3.0K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares6,872 from 6,869
Change+3 (+0%)
Value$685.2K (-$10.2K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares6,726 from 6,639
Change+87 (+1%)
Value$670.6K (-$7.7K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares6,710 from 7,127
Change-417 (-6%)
Value$669.0K (-$59.1K)
Filed 2026-10-23
Bucket List Wealth Management, LLC
INCREASED
Shares6,630 from 6,453
Change+177 (+3%)
Value$661.0K (+$1.8K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED
Shares6,433 from 6,578
Change-145 (-2%)
Value$641.4K (-$30.6K)
Filed 2026-10-30
Wedmont Private Capital
DECREASED
Shares6,432 from 7,175
Change-743 (-10%)
Value$644.3K (-$82.8K)
Filed 2026-10-09
Arbor Investment Advisors, LLC
INCREASED
Shares6,414 from 6,408
Change+6 (+0%)
Value$639.4K (-$15.2K)
Filed 2026-10-26
Trek Financial, LLC
DECREASED
Shares6,396 from 7,960
Change-1,564 (-20%)
Value$637.7K (-$175.5K)
Filed 2026-10-29
Northwest Wealth Management, LLC
DECREASED
Shares6,336 from 6,369
Change-33 (-1%)
Value$631.7K (-$19.0K)
Filed 2026-10-30
McNaughton Wealth Management, LLC
INCREASED
Shares6,279 from 5,831
Change+448 (+8%)
Value$626.0K (+$30.3K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares6,183 from 6,613
Change-430 (-6%)
Value$616.4K (-$59.1K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
INCREASED
Shares6,156 from 5,994
Change+162 (+3%)
Value$613.8K (+$1.4K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares6,126 from 5,719
Change+407 (+7%)
Value$610.8K (+$26.5K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares6,121 from 5,372
Change+749 (+14%)
Value$610.3K (+$61.5K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares6,119 from 4,525
Change+1,594 (+35%)
Value$610.1K (+$147.8K)
Filed 2026-10-29
Selective Wealth Management, Inc.
UNCHANGED
Shares6,116 from 6,116
Change0 (0%)
Value$614.0K (-$6.4K)
Filed 2026-10-16
Thrive Capital Management, LLC
INCREASED
Shares6,104 from 5,742
Change+362 (+6%)
Value$608.6K (+$22.0K)
Filed 2026-10-28
Wealth Effects LLC
NEW
Shares6,080
Change+6,080
Value$606.2K
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares6,043 from 8,820
Change-2,777 (-31%)
Value$602.6K (-$298.5K)
Filed 2026-11-05
Cadent Capital Advisors, LLC
DECREASED
Shares6,034 from 6,105
Change-71 (-1%)
Value$601.6K (-$22.1K)
Filed 2026-10-09
Robinswood Financial LLC
DECREASED
Shares5,960 from 6,593
Change-633 (-10%)
Value$598.9K (-$74.7K)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares5,927 from 4,784
Change+1,143 (+24%)
Value$590.9K (+$102.2K)
Filed 2026-11-05
Town Capital LLC
INCREASED
Shares5,906 from 4,883
Change+1,023 (+21%)
Value$588.8K (+$90.0K)
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares5,894 from 5,694
Change+200 (+4%)
Value$587.6K (+$5.9K)
Filed 2026-10-26
DeLarme Wealth Management, Inc.
INCREASED
Shares5,808 from 5,778
Change+30 (+1%)
Value$579.1K (-$11.2K)
Filed 2026-10-30
Corepath Wealth Partners LLC
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$572.6K (-$7.2K)
Filed 2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares5,713 from 5,731
Change-18 (0%)
Value$569.6K (-$15.9K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares5,638 from 500
Change+5,138 (+1028%)
Value$562.1K (+$511.0K)
Filed 2026-11-05
Cassilly Financial Group LLC
INCREASED
Shares5,625 from 4,564
Change+1,061 (+23%)
Value$560.8K (+$94.6K)
Filed 2026-10-07
Security Financial Services, Inc.
DECREASED
Shares5,580 from 7,405
Change-1,825 (-25%)
Value$556.3K (-$200.2K)
Filed 2026-10-29
FC Advisory LLC
INCREASED
Shares5,562 from 5,503
Change+59 (+1%)
Value$554.5K (-$7.7K)
Filed 2026-10-05
Parallel Advisors, LLC
INCREASED
Shares5,466 from 238
Change+5,228 (+2197%)
Value$545.0K (+$520.6K)
Filed 2026-11-03
Aire Advisors, LLC
NEW
Shares5,428
Change+5,428
Value$541.2K
Filed 2026-10-22
Buttonwood Financial Group, LLC
DECREASED
Shares5,426 from 6,001
Change-575 (-10%)
Value$542.5K (-$70.5K)
Filed 2026-10-16
LaFleur & Godfrey LLC
DECREASED
Shares5,302 from 5,367
Change-65 (-1%)
Value$528.6K (-$19.7K)
Filed 2026-10-27
Ehrlich Financial Group
INCREASED
Shares5,167 from 5,140
Change+27 (+1%)
Value$515.2K (-$10.0K)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares5,037 from 5,230
Change-193 (-4%)
Value$502.2K (-$32.1K)
Filed 2026-10-22
Financial Harvest, LLC
INCREASED
Shares4,892 from 4,652
Change+240 (+5%)
Value$487.7K (+$12.5K)
Filed 2026-10-15
BOS Asset Management, LLC
INCREASED
Shares4,859 from 4,840
Change+19 (+0%)
Value$484.4K (-$10.0K)
Filed 2026-10-09
Ellis Investment Partners, LLC
INCREASED
Shares4,846 from 4,709
Change+137 (+3%)
Value$483.2K (+$2.1K)
Filed 2026-10-21
Wealth Forward, LLC
NEW
Shares4,830
Change+4,830
Value$481.6K
Filed 2026-10-14
JB Capital LLC
INCREASED
Shares4,797 from 4,490
Change+307 (+7%)
Value$478.2K (+$19.5K)
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares4,795 from 4,584
Change+211 (+5%)
Value$478.1K (+$9.5K)
Filed 2026-10-07
Elevated Financial Group LLC
DECREASED
Shares4,695 from 32,334
Change-27,639 (-85%)
Value$468.1K (-$2.8M)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares4,652 from 5,861
Change-1,209 (-21%)
Value$463.8K (-$135.0K)
Filed 2026-10-29
Skyline Advisors, Inc.
INCREASED
Shares4,647 from 4,190
Change+457 (+11%)
Value$463.3K (+$35.2K)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares4,633 from 5,039
Change-406 (-8%)
Value$461.9K (-$53.0K)
Filed 2026-11-04
Ridgewood Investments LLC
DECREASED
Shares4,592 from 9,320
Change-4,728 (-51%)
Value$457.8K (-$494.4K)
Filed 2026-10-05
Lodestone Wealth Management LLC
UNCHANGED
Shares4,592 from 4,592
Change0 (0%)
Value$457.8K (-$11.3K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares4,587 from 4,577
Change+10 (+0%)
Value$457.3K (-$10.3K)
Filed 2026-10-26
Madden Securities Corp
DECREASED
Shares4,500 from 4,550
Change-50 (-1%)
Value$448.7K (-$16.2K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares4,478 from 4,214
Change+264 (+6%)
Value$448.0K (+$21.8K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
DECREASED
Shares4,465 from 4,527
Change-62 (-1%)
Value$445.2K (-$17.3K)
Filed 2026-11-03
Holos Integrated Wealth LLC
DECREASED
Shares4,400 from 6,418
Change-2,018 (-31%)
Value$442.2K (-$208.1K)
Filed 2026-10-23
Blankinship & Foster, LLC
DECREASED
Shares4,397 from 4,648
Change-251 (-5%)
Value$438.4K (-$36.5K)
Filed 2026-10-19
Verdence Capital Advisors LLC
DECREASED
Shares4,344 from 4,410
Change-66 (-1%)
Value$433.1K (-$17.5K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
INCREASED
Shares4,330 from 4,205
Change+125 (+3%)
Value$431.7K (+$2.1K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares4,305 from 4,661
Change-356 (-8%)
Value$429.2K (-$47.0K)
Filed 2026-10-14
ARK & TLK Investments, LLC
DECREASED
Shares4,203 from 4,428
Change-225 (-5%)
Value$419.0K (-$33.3K)
Filed 2026-10-20
Inlight Wealth Management, LLC
INCREASED
Shares4,053 from 3,422
Change+631 (+18%)
Value$404.1K (+$54.5K)
Filed 2026-10-21
Braun-Bostich & Associates Inc.
INCREASED
Shares4,046 from 3,480
Change+566 (+16%)
Value$403.4K (+$47.9K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares3,987 from 3,412
Change+575 (+17%)
Value$397.5K (+$48.9K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares3,945 from 3,062
Change+883 (+29%)
Value$393.3K (+$80.5K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares3,938 from 2,146
Change+1,792 (+84%)
Value$392.6K (+$173.4K)
Filed 2026-11-04
Affinity Capital Advisors, LLC
INCREASED
Shares3,937 from 3,815
Change+122 (+3%)
Value$394.2K (+$7.6K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares3,929 from 3,511
Change+418 (+12%)
Value$391.7K (+$33.0K)
Filed 2026-11-05
Obermeyer Wealth Partners
DECREASED
Shares3,920 from 4,021
Change-101 (-3%)
Value$390.8K (-$20.0K)
Filed 2026-10-21
Lee Financial Co
NEW
Shares3,918
Change+3,918
Value$390.6K
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares3,909 from 3,841
Change+68 (+2%)
Value$389.7K (-$2.7K)
Filed 2026-10-28
Eagle Capital Management, LLC
UNCHANGED
Shares3,812 from 3,812
Change0 (0%)
Value$380 (-$9)
Filed 2026-10-19
Keystone Wealth Services, LLC
DECREASED
Shares3,769 from 3,936
Change-167 (-4%)
Value$375.9K (-$26.2K)
Filed 2026-11-03
One Wealth Capital Management, LLC
DECREASED
Shares3,633 from 8,247
Change-4,614 (-56%)
Value$362.2K (-$480.3K)
Filed 2026-10-23
Toth Financial Advisory Corp
DECREASED
Shares3,538 from 3,540
Change-2 (0%)
Value$352.7K (-$8.9K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares3,534 from 3,643
Change-109 (-3%)
Value$352.3K (-$19.8K)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares3,510 from 2,000
Change+1,510 (+76%)
Value$349.9K (+$145.6K)
Filed 2026-10-16
Madson Wealth Advisors Inc
DECREASED
Shares3,501 from 3,846
Change-345 (-9%)
Value$349.1K (-$43.9K)
Filed 2026-10-13
Northern Lights Advisors, Inc.
NEW
Shares3,470
Change+3,470
Value$345.9K
Filed 2026-10-21
Core Wealth Partners LLC
UNCHANGED
Shares3,468 from 3,468
Change0 (0%)
Value$345.8K (-$8.5K)
Filed 2026-11-02
Essential Partners LLC
INCREASED
Shares3,452 from 3,451
Change+1 (+0%)
Value$344.1K (-$8.4K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares3,436 from 3,343
Change+93 (+3%)
Value$342.6K (+$1.0K)
Filed 2026-11-04
Tanager Wealth Management LLP
INCREASED
Shares3,381 from 2,463
Change+918 (+37%)
Value$337.1K (+$85.5K)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares3,361 from 2,414
Change+947 (+39%)
Value$335.1K (+$88.5K)
Filed 2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares3,327 from 3,089
Change+238 (+8%)
Value$331.7K (+$16.2K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares3,311 from 17,769
Change-14,458 (-81%)
Value$330.1K (-$1.5M)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares3,292 from 3,165
Change+127 (+4%)
Value$328.2K (+$4.8K)
Filed 2026-10-28
Triad Wealth Partners, LLC
DECREASED
Shares3,254 from 6,477
Change-3,223 (-50%)
Value$324.4K (-$327.2K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
INCREASED
Shares3,226 from 3,173
Change+53 (+2%)
Value$321.7K (-$2.5K)
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares3,223
Change+3,223
Value$321.3K
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares3,216 from 2,909
Change+307 (+11%)
Value$320.6K (+$23.4K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
NEW
Shares3,209
Change+3,209
Value$319.9K
Filed 2026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares3,206 from 3,013
Change+193 (+6%)
Value$319.6K (+$11.8K)
Filed 2026-11-04
Vaughan David Investments LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$319.0K (-$8.0K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares3,184 from 3,484
Change-300 (-9%)
Value$318.7K (-$34.3K)
Filed 2026-10-08
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares3,167 from 3,313
Change-146 (-4%)
Value$315.7K (-$22.7K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
INCREASED
Shares3,153 from 2,929
Change+224 (+8%)
Value$314.4K (+$15.2K)
Filed 2026-10-20
Advus Financial Partners, LLC
DECREASED
Shares3,118 from 13,938
Change-10,820 (-78%)
Value$310.9K (-$1.1M)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares3,094 from 120
Change+2,974 (+2478%)
Value$308.5K (+$296.2K)
Filed 2026-10-29
Brighton Jones LLC
NEW
Shares3,063
Change+3,063
Value$305.4K
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares3,047 from 3,047
Change0 (0%)
Value$303.8K (-$7.5K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares3,001 from 2,672
Change+329 (+12%)
Value$299.2K (+$26.2K)
Filed 2026-11-05
Aurelius Family Office LLC
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$295.9K (-$7.3K)
Filed 2026-10-23
Elevation Capital Advisory, LLC
DECREASED
Shares2,919 from 8,815
Change-5,896 (-67%)
Value$291.0K (-$609.5K)
Filed 2026-10-29
Beacon Financial Advisory LLC
DECREASED
Shares2,910 from 3,123
Change-213 (-7%)
Value$290.1K (-$28.9K)
Filed 2026-10-16
Northwest Financial Advisors
INCREASED
Shares2,890 from 2,867
Change+23 (+1%)
Value$288.1K (-$4.8K)
Filed 2026-10-27
Able Wealth Management LLC
DECREASED
Shares2,839 from 2,853
Change-14 (0%)
Value$283.7K (-$7.7K)
Filed 2026-10-13
Balefire, LLC
NEW
Shares2,807
Change+2,807
Value$279.9K
Filed 2026-10-09
Cypress Wealth Services, LLC
DECREASED
Shares2,806 from 4,553
Change-1,747 (-38%)
Value$280.6K (-$184.6K)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares2,797 from 2,736
Change+61 (+2%)
Value$280.3K (+$885)
Filed 2026-10-15
Pflug Koory, LLC
INCREASED
Shares2,775 from 2,738
Change+37 (+1%)
Value$276.7K (-$3.0K)
Filed 2026-10-26
MKT Advisors LLC
INCREASED
Shares2,750 from 2,540
Change+210 (+8%)
Value$275.5K (+$18.1K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$272.7K (-$6.7K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$272.6K (-$6.7K)
Filed 2026-10-21
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$272.6K (-$6.7K)
Filed 2026-10-27
Atwater Malick LLC
INCREASED
Shares2,726 from 2,576
Change+150 (+6%)
Value$271.8K (+$8.6K)
Filed 2026-10-15
Stablepoint Partners, LLC
INCREASED
Shares2,694 from 2,649
Change+45 (+2%)
Value$268.6K (-$2.0K)
Filed 2026-11-03
Accurate Wealth Management, LLC
UNCHANGED
Shares2,686 from 2,686
Change0 (0%)
Value$268.8K (-$3.3K)
Filed 2026-10-20
Independence Financial Advisors, LLC
INCREASED
Shares2,667 from 2,664
Change+3 (+0%)
Value$265.9K (-$6.3K)
Filed 2026-10-08
Frank, Rimerman Advisors LLC
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$257.2K (-$6.3K)
Filed 2026-10-16
Liberty Capital Management, Inc.
UNCHANGED
Shares2,519 from 2,519
Change0 (0%)
Value$251.1K (-$6.2K)
Filed 2026-11-02
Chilton Capital Management LLC
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$246.7K (-$6.1K)
Filed 2026-10-28
Aspire Private Capital, LLC
INCREASED
Shares2,410 from 2,397
Change+13 (+1%)
Value$240.2K (-$4.7K)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares2,350 from 1,637
Change+713 (+44%)
Value$234.3K (+$67.1K)
Filed 2026-11-02
Gen-Wealth Partners Inc
INCREASED
Shares2,348 from 2,277
Change+71 (+3%)
Value$234.1K (+$1.4K)
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares2,322 from 2,226
Change+96 (+4%)
Value$231.5K (+$4.1K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares2,288 from 1,989
Change+299 (+15%)
Value$228.1K (+$24.9K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares2,253 from 2,485
Change-232 (-9%)
Value$224.6K (-$29.2K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$223.6K (-$5.5K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares2,232 from 2,162
Change+70 (+3%)
Value$223 (-$220.8K)
Filed 2026-10-22
Donalies Financial Planning, LLC
INCREASED
Shares2,228 from 2,169
Change+59 (+3%)
Value$222.1K (+$547)
Filed 2026-10-19
Unified Investment Management
NEW
Shares2,225
Change+2,225
Value$221.8K
Filed 2026-10-14
Winnacle Wealth LLC
NEW
Shares2,185
Change+2,185
Value$217.8K
Filed 2026-10-15
Beaumont Asset Management, L.L.C.
NEW
Shares2,169
Change+2,169
Value$216.2K
Filed 2026-10-16
Ergawealth Advisors, Inc.
UNCHANGED
Shares2,143 from 2,143
Change0 (0%)
Value$213.7K (-$5.3K)
Filed 2026-10-21
Ted Buchan & Co
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$212.3K (-$5.2K)
Filed 2026-10-23
Indivisible Partners
DECREASED
Shares2,071 from 55,503
Change-53,432 (-96%)
Value$206.5K (-$5.5M)
Filed 2026-10-26
Gradient Capital Advisors, LLC
INCREASED
Shares2,061 from 2,058
Change+3 (+0%)
Value$205.5K (-$4.8K)
Filed 2026-10-21
Aprio Wealth Management, LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$205.4K (-$5.1K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares2,059 from 2,032
Change+27 (+1%)
Value$205.3K (-$2.4K)
Filed 2026-10-28
Selby Wealth Management, LLC
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$205.3K (-$5.1K)
Filed 2026-10-16
Norden Group LLC
DECREASED
Shares2,040 from 2,092
Change-52 (-2%)
Value$203.3K (-$10.3K)
Filed 2026-10-20
KFG LLC
NEW
Shares2,032
Change+2,032
Value$202.6K
Filed 2026-11-02
Symmetry Partners, LLC
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$202.6K (-$5.0K)
Filed 2026-10-27
Novem Group
NEW
Shares2,013
Change+2,013
Value$200.7K
Filed 2026-10-19
Canton Hathaway, LLC
INCREASED
Shares1,973 from 1,743
Change+230 (+13%)
Value$196.7K (+$18.6K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares1,905 from 497
Change+1,408 (+283%)
Value$189.9K (+$139.2K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
DECREASED
Shares1,879 from 1,898
Change-19 (-1%)
Value$187.3K (-$6.5K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares1,774 from 60,941
Change-59,167 (-97%)
Value$176.9K (-$6.0M)
Filed 2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,691 from 1,663
Change+28 (+2%)
Value$168.6K (-$1.3K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
INCREASED
Shares1,570 from 1,438
Change+132 (+9%)
Value$156.5K (+$9.6K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
DECREASED
Shares1,499 from 1,529
Change-30 (-2%)
Value$149.5K (-$6.7K)
Filed 2026-10-13
John Boyer, Inc.
NEW
Shares1,483
Change+1,483
Value$147.8K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares1,363
Change+1,363
Value$135.9K
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$133.2K (-$3.3K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares1,242 from 1,258
Change-16 (-1%)
Value$123.9K (-$4.6K)
Filed 2026-10-08
Birch Financial Group, LLC
NEW
Shares1,154
Change+1,154
Value$115.1K
Filed 2026-10-27
Princeton Global Asset Management LLC
DECREASED
Shares1,080 from 4,973
Change-3,893 (-78%)
Value$107.7K (-$400.4K)
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares1,067
Change+1,067
Value$106.4K
Filed 2026-10-05
JFS Wealth Advisors, LLC
DECREASED
Shares1,033 from 1,039
Change-6 (-1%)
Value$103.0K (-$3.2K)
Filed 2026-11-03
Legacy Bridge, LLC
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$102.7K (-$2.5K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$99.8K (-$2.5K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares918 from 335
Change+583 (+174%)
Value$91.5K (+$57.3K)
Filed 2026-11-03
Kings Path Partners LLC
DECREASED
Shares888 from 920
Change-32 (-3%)
Value$88.5K (-$5.5K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
DECREASED
Shares837 from 918
Change-81 (-9%)
Value$83.4K (-$10.3K)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares752
Change+752
Value$75.0K
Filed 2026-11-02
Oakworth Capital, Inc.
NEW
Shares743
Change+743
Value$74.1K
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares688 from 2,232
Change-1,544 (-69%)
Value$69 (-$227.9K)
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$63.7K (-$1.6K)
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$63.1K (-$1.6K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares586 from 472
Change+114 (+24%)
Value$58.4K (+$10.2K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$56.6K (-$1.4K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$54.1K (-$1.3K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares539
Change+539
Value$53.7K
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares525 from 553
Change-28 (-5%)
Value$52.7K (-$3.8K)
Filed 2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$51.8K (-$1.3K)
Filed 2026-10-23
Nvwm, LLC
NEW
Shares508
Change+508
Value$50.6K
Filed 2026-10-14
Ashton Thomas Securities, LLC
NEW
Shares502
Change+502
Value$50.0K
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares473 from 480
Change-7 (-1%)
Value$47.2K (-$1.9K)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
INCREASED
Shares418 from 412
Change+6 (+1%)
Value$41.6K (-$486)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares410 from 412
Change-2 (0%)
Value$40.9K (-$1.2K)
Filed 2026-10-26
Torren Management, LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$40.2K (-$991)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
INCREASED
Shares371 from 185
Change+186 (+101%)
Value$37.0K (+$18.0K)
Filed 2026-11-02
Beacon Financial Strategies Corp
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$37.0K (-$913)
Filed 2026-10-14
WPG Advisers, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$36.9K (-$910)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares348 from 354
Change-6 (-2%)
Value$35 (-$36.0K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
DECREASED
Shares323 from 9,194
Change-8,871 (-96%)
Value$32.2K (-$907.1K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares302 from 299
Change+3 (+1%)
Value$30.2K (-$395)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares285 from 237
Change+48 (+20%)
Value$28.4K (+$4.2K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares265
Change+265
Value$26.4K
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares260 from 372
Change-112 (-30%)
Value$25.9K (-$12.1K)
Filed 2026-10-07
Trust Co of Vermont
NEW
Shares254
Change+254
Value$25.3K
Filed 2026-10-21
Raleigh Capital Management Inc.
INCREASED
Shares250 from 70
Change+180 (+257%)
Value$24.9K (+$17.7K)
Filed 2026-10-28
Rossmore Private Capital
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$24.9K (-$615)
Filed 2026-10-27
Chapman Financial Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$24.9K (-$615)
Filed 2026-10-26
Wolff Wiese Magana LLC
INCREASED
Shares234 from 165
Change+69 (+42%)
Value$23.3K (+$6.5K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares218
Change+218
Value$21.7K
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.9K (-$492)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares181 from 178
Change+3 (+2%)
Value$18.0K (-$137)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$16.6K (-$408)
Filed 2026-10-09
Strategic Advocates LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$15.8K (-$388)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.0K (-$369)
Filed 2026-10-13
Blueline Advisors LLC
INCREASED
Shares147 from 105
Change+42 (+40%)
Value$14.7K (+$3.9K)
Filed 2026-10-15
Horrell Capital Management, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$14.0K (-$344)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED
Shares135 from 87
Change+48 (+55%)
Value$13.5K (+$4.6K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$12.3K (-$303)
Filed 2026-11-04
Montgomery Financial Services LLC
NEW
Shares110
Change+110
Value$11.0K
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares92
Change+92
Value$9.2K
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares84
Change+84
Value$8.4K
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares81
Change+81
Value$8.1K
Filed 2026-10-26
First Bancorp, Inc
NEW
Shares80
Change+80
Value$8.0K
Filed 2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$7.6K (-$187)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$7.0K (-$173)
Filed 2026-11-03
Maryland Capital Advisors Inc.
DECREASED
Shares62 from 68
Change-6 (-9%)
Value$6.2K (-$765)
Filed 2026-10-15
Elevated Capital Advisors, LLC
NEW
Shares50
Change+50
Value$5.0K
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares46
Change+46
Value$4.6K
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.0K (-$98)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW
Shares38
Change+38
Value$3.8K
Filed 2026-10-15
Deane Retirement Strategies, Inc.
DECREASED
Shares20 from 190,880
Change-190,860 (-100%)
Value$2.0K (-$19.5M)
Filed 2026-10-09
Farmers & Merchants Investments Inc
NEW
Shares11
Change+11
Value$1.1K
Filed 2026-10-22
Signaturefd, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$845 (-$21)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$499 (-$12)
Filed 2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$499 (-$12)
Filed 2026-10-09
Register Financial Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$399 (-$10)
Filed 2026-10-23
Insight Wealth Strategies, LLC
CLOSED
Shares0 from 184,565
Change-184,565 (-100%)
Value$0 (-$18.7M)
Filed 2026-10-09
Northland Capital Management LLC
CLOSED
Shares0 from 164,032
Change-164,032 (-100%)
Value$0 (-$16.8M)
Filed 2026-10-15
Milestone Asset Management, LLC
CLOSED
Shares0 from 43,300
Change-43,300 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-15
Financial & Tax Architects, LLC
CLOSED
Shares0 from 18,453
Change-18,453 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-15
Encompass More Asset Management
CLOSED
Shares0 from 13,816
Change-13,816 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
TritonPoint Partners, LLC
CLOSED
Shares0 from 10,009
Change-10,009 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 6,262
Change-6,262 (-100%)
Value$0 (-$639.7K)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,268
Change-5,268 (-100%)
Value$0 (-$539.4K)
Filed 2026-10-16
Apex Wealth Management, LLC
CLOSED
Shares0 from 4,478
Change-4,478 (-100%)
Value$0 (-$457.5K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 3,424
Change-3,424 (-100%)
Value$0 (-$349.8K)
Filed 2026-10-21
Mission Financial Group, LLC
CLOSED
Shares0 from 3,291
Change-3,291 (-100%)
Value$0 (-$336.2K)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 3,045
Change-3,045 (-100%)
Value$0 (-$311.1K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 2,972
Change-2,972 (-100%)
Value$0 (-$303.6K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 2,906
Change-2,906 (-100%)
Value$0 (-$296.9K)
Filed 2026-10-16
Independent Financial Group, LLC
CLOSED
Shares0 from 2,579
Change-2,579 (-100%)
Value$0 (-$263.5K)
Filed 2026-10-13
Echo Wealth Management, LLC
CLOSED
Shares0 from 2,119
Change-2,119 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-15
Prairiewood Capital, LLC
CLOSED
Shares0 from 2,040
Change-2,040 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-16
Lpwm LLC
CLOSED
Shares0 from 2,004
Change-2,004 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-20
WBH Advisory Inc
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-05
Stone Loft Wealth Management LLC
CLOSED
Shares0 from 1,979
Change-1,979 (-100%)
Value$0 (-$200.6K)
Filed 2026-11-03
Evanson Financial, LLC
CLOSED
Shares0 from 1,961
Change-1,961 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,615
Change-1,615 (-100%)
Value$0 (-$163.6K)
Filed 2026-10-16
First Command Advisory Services, Inc.
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$161.2K)
Filed 2026-11-05
GFS Advisors, LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$23.1K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
CX Institutional
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1)
Filed 2026-10-02
Center for Financial Planning, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$818)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$818)
Filed 2026-10-13
Abound Wealth Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$409)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.4M (-$61.7K)
Filed 2026-10-29
Mascoma Wealth Management LLC
UNCHANGED
Shares0 from 0
Change0
Value$35 (-$1)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 44,245,089
Change-44,245,089 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,553,816
Change-4,553,816 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,133,408
Change-4,133,408 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,250,138
Change-2,250,138 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,995,879
Change-1,995,879 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,860,288
Change-1,860,288 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,553,079
Change-1,553,079 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,437,435
Change-1,437,435 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,213,731
Change-1,213,731 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,108,855
Change-1,108,855 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,086,681
Change-1,086,681 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,014,965
Change-1,014,965 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 989,768
Change-989,768 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 964,676
Change-964,676 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 900,987
Change-900,987 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 863,944
Change-863,944 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 860,000
Change-860,000 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 846,480
Change-846,480 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 771,097
Change-771,097 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 728,697
Change-728,697 (-100%)
Value—
State Street Corp
N/A
Shares— from 665,185
Change-665,185 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 664,407
Change-664,407 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 649,411
Change-649,411 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 617,519
Change-617,519 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 614,427
Change-614,427 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 595,739
Change-595,739 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 537,540
Change-537,540 (-100%)
Value—
FMR LLC
N/A
Shares— from 527,294
Change-527,294 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 512,062
Change-512,062 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 502,009
Change-502,009 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 494,193
Change-494,193 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 472,277
Change-472,277 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 470,685
Change-470,685 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 369,657
Change-369,657 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 340,403
Change-340,403 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 320,695
Change-320,695 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 315,195
Change-315,195 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 314,997
Change-314,997 (-100%)
Value—
UBS Group AG
N/A
Shares— from 313,586
Change-313,586 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 309,836
Change-309,836 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 290,562
Change-290,562 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 288,636
Change-288,636 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 271,584
Change-271,584 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 268,853
Change-268,853 (-100%)
Value—
Summitry LLC
N/A
Shares— from 268,602
Change-268,602 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 257,510
Change-257,510 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 251,467
Change-251,467 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 248,228
Change-248,228 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 234,927
Change-234,927 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 230,807
Change-230,807 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 230,741
Change-230,741 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 218,961
Change-218,961 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 212,089
Change-212,089 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 212,088
Change-212,088 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 205,090
Change-205,090 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 194,533
Change-194,533 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 193,971
Change-193,971 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 192,435
Change-192,435 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 188,071
Change-188,071 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 184,051
Change-184,051 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 180,704
Change-180,704 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 175,966
Change-175,966 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 174,612
Change-174,612 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 171,555
Change-171,555 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 161,009
Change-161,009 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 156,015
Change-156,015 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 154,790
Change-154,790 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 147,846
Change-147,846 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 144,295
Change-144,295 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 141,936
Change-141,936 (-100%)
Value—
Amundi
N/A
Shares— from 138,000
Change-138,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 134,390
Change-134,390 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 131,609
Change-131,609 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 129,075
Change-129,075 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 128,819
Change-128,819 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 128,116
Change-128,116 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 116,299
Change-116,299 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 116,210
Change-116,210 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 115,464
Change-115,464 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 115,320
Change-115,320 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 112,479
Change-112,479 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 109,741
Change-109,741 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 108,605
Change-108,605 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 104,859
Change-104,859 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 104,401
Change-104,401 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 102,861
Change-102,861 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 98,340
Change-98,340 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 98,000
Change-98,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 96,606
Change-96,606 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 95,428
Change-95,428 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 94,283
Change-94,283 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 91,521
Change-91,521 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 91,287
Change-91,287 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 90,872
Change-90,872 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 90,552
Change-90,552 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 89,312
Change-89,312 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 86,146
Change-86,146 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 82,255
Change-82,255 (-100%)
Value—
Stephens Inc
N/A
Shares— from 79,536
Change-79,536 (-100%)
Value—
Blair William & Co
N/A
Shares— from 79,189
Change-79,189 (-100%)
Value—
First Trust Bank, Ltd.
N/A
Shares— from 78,354
Change-78,354 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 75,596
Change-75,596 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 75,419
Change-75,419 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 74,752
Change-74,752 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,435
Change-68,435 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 66,640
Change-66,640 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 66,354
Change-66,354 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 65,003
Change-65,003 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 63,796
Change-63,796 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 62,902
Change-62,902 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 61,775
Change-61,775 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 61,524
Change-61,524 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 59,141
Change-59,141 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 58,383
Change-58,383 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 57,757
Change-57,757 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 56,382
Change-56,382 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 54,997
Change-54,997 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 54,213
Change-54,213 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 50,062
Change-50,062 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 49,432
Change-49,432 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 47,845
Change-47,845 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 47,748
Change-47,748 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 45,340
Change-45,340 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 43,998
Change-43,998 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 43,737
Change-43,737 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 42,958
Change-42,958 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 42,764
Change-42,764 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 41,235
Change-41,235 (-100%)
Value—
&partners
N/A
Shares— from 40,941
Change-40,941 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 40,770
Change-40,770 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 38,810
Change-38,810 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 37,781
Change-37,781 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 37,523
Change-37,523 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 36,327
Change-36,327 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 34,172
Change-34,172 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 33,912
Change-33,912 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 33,682
Change-33,682 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 33,552
Change-33,552 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 33,399
Change-33,399 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 31,439
Change-31,439 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 30,690
Change-30,690 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 29,897
Change-29,897 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,647
Change-28,647 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 28,251
Change-28,251 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 27,318
Change-27,318 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,324
Change-25,324 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 25,109
Change-25,109 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,654
Change-24,654 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 23,947
Change-23,947 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 23,788
Change-23,788 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 21,152
Change-21,152 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 21,110
Change-21,110 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 20,717
Change-20,717 (-100%)
Value—
Prudential PLC
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,622
Change-20,622 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 20,570
Change-20,570 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 20,567
Change-20,567 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 20,431
Change-20,431 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,373
Change-20,373 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 19,871
Change-19,871 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 19,534
Change-19,534 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 19,320
Change-19,320 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,162
Change-19,162 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 19,099
Change-19,099 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 18,995
Change-18,995 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 18,581
Change-18,581 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,833
Change-17,833 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 16,643
Change-16,643 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 16,194
Change-16,194 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 15,971
Change-15,971 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,313
Change-14,313 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,248
Change-14,248 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 14,222
Change-14,222 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 14,005
Change-14,005 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 13,841
Change-13,841 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 13,588
Change-13,588 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 12,953
Change-12,953 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,842
Change-12,842 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 12,809
Change-12,809 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,731
Change-12,731 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 12,603
Change-12,603 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 12,151
Change-12,151 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 11,358
Change-11,358 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 11,262
Change-11,262 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,029
Change-10,029 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,735
Change-9,735 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 9,584
Change-9,584 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Collier Financial
N/A
Shares— from 8,814
Change-8,814 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,899
Change-7,899 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,679
Change-6,679 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Motco
N/A
Shares— from 962
Change-962 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 515
Change-515 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 399
Change-399 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 388
Change-388 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 247
Change-247 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 136
Change-136 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 53
Change-53 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 48
Change-48 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 11
Change-11 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Modera Wealth Management, LLC
INCREASED2,683,3082,554,931+128,377+5%$261.0M$267.5M+$6.5M2026-10-28
Ritholtz Wealth Management
INCREASED2,644,9522,522,612+122,340+5%$257.7M$263.7M+$6.0M2026-11-05
Adventist Health System Sunbelt Healthcare Corp
INCREASED2,394,3911,511,194+883,197+58%$154.4M$238.7M+$84.3M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED1,491,7091,322,733+168,976+13%$135.1M$148.7M+$13.6M2026-10-21
Farther Finance Advisors, LLC
INCREASED1,278,0771,118,491+159,586+14%$114.3M$127.4M+$13.2M2026-10-08
Wealthcare Capital Management LLC
INCREASED957,087938,761+18,326+2%$95.9M$95.4M-$482.2K2026-10-21
Maseco LLP
INCREASED860,685800,732+59,953+7%$81.8M$85.8M+$4.1M2026-10-27
Abacus Planning Group, Inc.
INCREASED822,832705,445+117,387+17%$72.1M$82.0M+$10.0M2026-11-02
3Edge Asset Management, LP
INCREASED686,281546,891+139,390+25%$55.9M$68.4M+$12.6M2026-10-30
Kestra Investment Management, LLC
INCREASED661,499627,164+34,335+5%$64.1M$66.0M+$1.9M2026-11-04
Keating Investment Counselors Inc
INCREASED624,802623,779+1,023+0%$63.7M$62.3M-$1.4M2026-10-14
Kestra Advisory Services, LLC
INCREASED508,559326,147+182,412+56%$33.3M$50.7M+$17.4M2026-11-02
Austin Asset Management Co Inc
INCREASED432,049356,912+75,137+21%$36.5M$43.1M+$6.6M2026-10-29
LVW Advisors, LLC
DECREASED430,859431,464-6050%$44.1M$43.0M-$1.1M2026-10-19
Sigma Investment Counselors Inc
INCREASED428,034416,939+11,095+3%$42.6M$42.7M+$80.5K2026-10-27
Altfest L J & Co Inc
INCREASED413,772401,268+12,504+3%$41.0M$41.3M+$259.5K2026-10-27
Central Trust Co
INCREASED333,590328,813+4,777+1%$33.6M$33.3M-$332.7K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED319,052308,643+10,409+3%$31.5M$31.8M+$278.5K2026-10-20
Opus Capital Group, LLC
INCREASED305,255292,799+12,456+4%$29.9M$30.4K-$29.9M2026-10-30
Ddfg, Inc
INCREASED279,649268,165+11,484+4%$27.4M$27.9M+$485.3K2026-10-15
Capital Advantage, Inc.
INCREASED271,642258,789+12,853+5%$26.4M$27.1M+$644.8K2026-10-14
Walker Financial Services, Inc.
INCREASED267,767241,916+25,851+11%$24.7M$26.7M+$2.0M2026-10-26
Rockland Trust Co
INCREASED260,716252,016+8,700+3%$25.7M$26.0M+$247.4K2026-10-05
Stordahl Capital Management, Inc.
INCREASED242,239226,904+15,335+7%$23.2M$24.2M+$970.7K2026-10-22
Seneca Financial Advisors LLC
DECREASED239,894262,884-22,990-9%$26.9M$23.9M-$2.9M2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED229,917315,658-85,741-27%$32.2M$22.9M-$9.3M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED221,136212,741+8,395+4%$21.7M$22.0K-$21.7M2026-11-02
SoundView Advisors Inc.
INCREASED214,908209,701+5,207+2%$21.4M$21.4M+$3.0K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED211,991216,268-4,277-2%$17.4M$16.8M-$631.1K2026-10-13
Parcion Private Wealth LLC
INCREASED211,614208,243+3,371+2%$21.3M$21.1M-$176.2K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED203,635167,928+35,707+21%$17.2M$20.3M+$3.1M2026-10-16
Arkansas Financial Group, Inc.
INCREASED203,496198,408+5,088+3%$20.3M$20.3M+$19.1K2026-10-26
BIP Wealth, LLC
INCREASED196,190178,686+17,504+10%$18.3M$19.6M+$1.3M2026-10-22
Kwmg, LLC
INCREASED192,237180,141+12,096+7%$18.4M$19.2M+$762.8K2026-10-07
Creative Planning
DECREASED183,832243,750-59,918-25%$24.9M$18.3M-$6.6M2026-11-02
Creative Financial Designs Inc
INCREASED179,17625,819+153,357+594%$2.6M$17.9M+$15.2M2026-11-04
Bank of New York Mellon Corp
INCREASED175,826167,643+8,183+5%$17.1M$17.5M+$403.4K2026-11-05
Jeppson Wealth Management, LLC
DECREASED163,416170,049-6,633-4%$17.4M$16.3M-$1.1M2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED161,742169,160-7,418-4%$17.3M$16.1M-$1.2M2026-10-27
AJ Advisors, LLC
INCREASED160,340153,718+6,622+4%$15.7M$16.0M+$282.0K2026-10-29
Discipline Wealth Solutions, LLC
INCREASED144,740131,643+13,097+10%$13.4M$14.4M+$981.9K2026-10-14
Continuum Wealth Advisors, LLC
INCREASED139,213126,776+12,437+10%$13.0M$13.9M+$928.1K2026-10-20
Park Edge Advisors, LLC
INCREASED137,526134,243+3,283+2%$13.7M$13.7M-$2.9K2026-10-28
NBT Bank, N.A.
INCREASED137,468134,315+3,153+2%$13.7M$13.7M-$16.1K2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED135,593137,035-1,442-1%$14.0M$13.5M-$480.8K2026-10-08
Family Legacy Financial Solutions, LLC
INCREASED128,404114,882+13,522+12%$11.7M$12.8M+$1.1M2026-10-07
Commonwealth Equity Services, LLC
INCREASED121,88073,620+48,260+66%$7.5M$12.2M+$4.6M2026-11-02
Holcombe Financial, Inc.
INCREASED114,914114,138+776+1%$11.7M$11.5M-$203.4K2026-10-16
Penobscot Wealth Management
INCREASED109,883101,813+8,070+8%$10.4M$11.0M+$554.2K2026-10-21
Courier Capital LLC
INCREASED107,967103,542+4,425+4%$10.6M$10.8M+$186.4K2026-10-19
Elevate Wealth Advisory, Inc
INCREASED105,23591,045+14,190+16%$9.3M$10.5M+$1.2M2026-10-29
First National Trust Co
DECREASED103,514111,050-7,536-7%$11.3M$10.3M-$1.0M2026-10-28
Columbus Macro, LLC
INCREASED103,464101,409+2,055+2%$10.4M$10.3M-$44.6K2026-10-14
First Horizon Corp
INCREASED100,48197,059+3,422+4%$9.9M$10.0M+$102.4K2026-10-26
Portfolio Design Labs, LLC
NEW100,160—+100,160——$10.0M—2026-11-04
Clear Creek Financial Management, LLC
DECREASED96,46296,851-3890%$9.9M$9.6M-$277.0K2026-10-28
Brookstone Capital Management
DECREASED95,97697,597-1,621-2%$10.0M$9.6M-$401.7K2026-10-22
Financial Planning Navigators Corp
INCREASED94,95091,095+3,855+4%$9.3M$9.5M+$160.2K2026-10-14
Western Reserve Capital Management, LLC
INCREASED94,89587,778+7,117+8%$9.0M$9.5M+$493.6K2026-10-14
Boltwood Capital Management
INCREASED94,57533,140+61,435+185%$3.4M$9.4M+$6.0M2026-10-02
Truist Financial Corp
INCREASED94,00468,770+25,234+37%$7.0M$9.4M+$2.3M2026-10-30
Sugar Maple Asset Management, LLC
INCREASED93,01688,680+4,336+5%$9.1M$9.3M+$214.2K2026-10-13
Wolff Financial Management LLC
NEW89,073—+89,073——$8.9M—2026-10-23
SAX Wealth Advisors, LLC
INCREASED88,26074,321+13,939+19%$7.7M$8.8M+$1.1M2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED87,22948,677+38,552+79%$5.0M$8.7M+$3.7M2026-11-03
Equita Financial Network, Inc.
INCREASED85,74380,871+4,872+6%$8.3M$8.5M+$286.8K2026-10-19
Sterling Investment Advisors LLC
INCREASED84,75180,324+4,427+6%$8.2M$8.4M+$243.8K2026-10-27
Perigon Wealth Management, LLC
INCREASED84,57567,618+16,957+25%$6.9M$8.4M+$1.5M2026-10-22
MJT & Associates Financial Advisory Group, Inc.
INCREASED84,42078,729+5,691+7%$8.0M$8.4M+$373.7K2026-10-07
Home Federal Bank of Tennessee
INCREASED84,28273,999+10,283+14%$7.6M$8.4M+$843.2K2026-10-15
City State Bank
INCREASED83,76863,568+20,200+32%$6.5M$8.4M+$1.9M2026-10-20
Integris Wealth Management, LLC
INCREASED83,11973,776+9,343+13%$7.5M$8.3M+$750.1K2026-10-14
Ascent Group, LLC
NEW81,913—+81,913——$8.2M—2026-10-30
Straight Path Wealth Management
INCREASED78,85370,819+8,034+11%$7.2M$7.9M+$626.8K2026-10-23
Alhambra Investment Management LLC
DECREASED75,70075,763-630%$7.7M$7.5M-$192.6K2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED75,4523,483+71,969+2066%$355.8K$7.5M+$7.2M2026-10-09
IFP Advisors, Inc
INCREASED73,84967,008+6,841+10%$6.8M$7.4M+$517.2K2026-10-16
Hillcrest Wealth Advisors - NY, LLC
INCREASED73,16159,736+13,425+22%$6.1M$7.3M+$1.2M2026-10-22
Quadcap Wealth Management, LLC
INCREASED71,92668,447+3,479+5%$7.0M$7.2M+$178.5K2026-11-02
Valen Private Capital, LLC
NEW71,632—+71,632——$7.1M—2026-10-23
Friedenthal Financial
INCREASED70,37860,547+9,831+16%$6.2M$7.0M+$831.2K2026-10-27
Kure Advisory, LLC
INCREASED69,55964,627+4,932+8%$6.6M$6.9M+$332.8K2026-10-08
MGO One Seven LLC
DECREASED67,540108,246-40,706-38%$11.1M$6.7M-$4.3M2026-10-28
Alpine Bank Wealth Management
DECREASED67,039339,975-272,936-80%$34.7M$6.7M-$28.0M2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED66,57761,329+5,248+9%$6.3M$6.6M+$369.2K2026-10-13
Fiduciary Alliance LLC
INCREASED66,5105,357+61,153+1142%$547.2K$6.6M+$6.1M2026-10-13
Snider Financial Group
INCREASED64,19655,120+9,076+16%$5.6M$6.4M+$769.3K2026-10-16
Park Avenue Securities LLC
INCREASED63,46560,345+3,120+5%$6.2M$6.3K-$6.2M2026-10-26
Fischer Financial Services, Inc.
INCREASED62,44760,810+1,637+3%$6.2M$6.2M+$13.6K2026-10-30
Fifth Third Securities, Inc.
INCREASED60,59956,754+3,845+7%$5.8M$6.0M+$243.8K2026-10-21
Leuthold Group, LLC
DECREASED60,36564,077-3,712-6%$6.5M$6.0M-$527.7K2026-11-04
Wealthcare Capital Partners, LLC
INCREASED59,79558,981+814+1%$6.0M$6.0M-$63.9K2026-10-21
Semitam Bonam LLC
INCREASED58,47351,402+7,071+14%$5.3M$5.8M+$578.5K2026-10-27
Fund Evaluation Group, LLC
INCREASED54,50653,006+1,500+3%$5.4M$5.4M+$19.2K2026-11-05
Stone Summit Wealth LLC
INCREASED53,60948,521+5,088+10%$5.0M$5.3M+$388.0K2026-10-14
New Capital Management LP
INCREASED52,93652,036+900+2%$5.3M$5.3M-$38.3K2026-10-29
Altiora Financial Group, LLC
INCREASED52,43251,816+616+1%$5.3M$5.2M-$66.1K2026-11-04
Eagle Wealth Advisors LLC
INCREASED52,14847,147+5,001+11%$4.8M$5.2M+$382.6K2026-10-20
Slow Capital, Inc.
DECREASED50,54751,614-1,067-2%$5.3M$5.0M-$233.4K2026-10-23
MacKenzie Financial Corp
INCREASED50,10045,000+5,100+11%$4.6M$5.0M+$397.8K2026-11-02
Royal Harbor Partners, LLC
INCREASED48,03646,041+1,995+4%$4.7M$4.8M+$85.6K2026-10-29
Chicago Partners Investment Group LLC
INCREASED47,40530,383+17,022+56%$3.1M$4.8M+$1.7M2026-10-27
Lake Hills Wealth Management, LLC
DECREASED47,06347,651-588-1%$4.9M$4.7M-$175.8K2026-10-07
Amplius Wealth Advisors, LLC
DECREASED46,214200,597-154,383-77%$20.5M$4.6M-$15.9M2026-10-20
Liberty Atlantic Advisors LLC
INCREASED45,51637,389+8,127+22%$3.8M$4.5M+$718.3K2026-10-14
Greenspring Advisors, LLC
INCREASED44,69941,403+3,296+8%$4.2M$4.5M+$226.8K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED44,48942,714+1,775+4%$4.4M$4.4M+$71.9K2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED44,12344,107+16+0%$4.5M$4.4M-$50.4K2026-10-13
Ulland Investment Advisors, LLC
NEW44,000—+44,000——$4.4K—2026-10-13
Camden National Bank
INCREASED43,31313,823+29,490+213%$1.4M$4.3M+$2.9M2026-11-02
Arcataur Capital Management LLC
UNCHANGED43,17943,17900%$4.4M$4.3M-$106.2K2026-10-21
Strategic Blueprint, LLC
INCREASED42,96540,655+2,310+6%$4.2M$4.3M+$130.2K2026-10-22
CFS Investment Advisory Services, LLC
DECREASED41,41942,646-1,227-3%$4.3M$4.1M-$175.6K2026-10-19
Thrivent Financial for Lutherans
INCREASED40,82718,551+22,276+120%$1.9M$4.1M+$2.2M2026-11-05
Maltin Wealth Management, Inc.
INCREASED40,59536,814+3,781+10%$3.8M$4.0M+$286.4K2026-10-13
Ares Financial Consulting, LLC
INCREASED39,77638,081+1,695+4%$3.9M$4.0M+$75.3K2026-10-19
Echo45 Advisors LLC
INCREASED37,88236,511+1,371+4%$3.7M$3.8M+$46.8K2026-10-07
Approach Retirement Advisors, LLC
INCREASED36,49133,043+3,448+10%$3.4M$3.6M+$262.4K2026-10-22
Horst & Graben Wealth Management LLC
DECREASED35,98836,278-290-1%$3.7M$3.6M-$82.9K2026-11-02
Winter & Associates, Inc.
INCREASED34,70530,902+3,803+12%$3.2M$3.5M+$331.6K2026-10-23
Montag A & Associates Inc
INCREASED34,69515,749+18,946+120%$1.6M$3.5M+$1.9M2026-10-29
Trilogy Capital Inc.
DECREASED34,42836,238-1,810-5%$3.7M$3.4M-$269.6K2026-10-20
Victory Financial Group, LLC
INCREASED33,80328,523+5,280+19%$2.9M$3.4M+$456.2K2026-10-27
Sofi Wealth, LLC
INCREASED33,78433,591+193+1%$3.4M$3.4M-$63.4K2026-10-27
DMC Group, LLC
INCREASED33,45427,488+5,966+22%$2.8M$3.3M+$527.2K2026-10-26
Breakwater Capital Group
INCREASED33,15732,705+452+1%$3.3M$3.3M-$35.3K2026-10-09
Fairway Wealth LLC
INCREASED32,82130,360+2,461+8%$3.1M$3.3M+$170.6K2026-10-30
Martin Capital Partners, LLC
INCREASED32,50932,237+272+1%$3.3M$3.2M-$52.2K2026-10-07
Investment Partners Asset Management, Inc.
INCREASED32,24029,713+2,527+9%$3.0M$3.2M+$178.8K2026-10-09
Alterna Wealth Management, Inc
INCREASED32,15113,219+18,932+143%$1.4M$3.2M+$1.9M2026-10-27
CGN Advisors LLC
INCREASED32,10429,618+2,486+8%$3.0M$3.2M+$175.0K2026-10-21
Chesley Taft & Associates LLC
INCREASED31,81631,375+441+1%$3.2M$3.2M-$33.2K2026-10-13
Sigma Planning Corp
DECREASED31,61634,924-3,308-9%$3.6M$3.2M-$415.7K2026-10-23
James Investment Research, Inc.
INCREASED30,96330,037+926+3%$3.1M$3.1M+$18.4K2026-10-22
Trademark Financial Management, LLC
DECREASED30,76930,900-1310%$3.2M$3.1M-$89.1K2026-10-23
Ignite Planners, LLC
INCREASED29,94924,777+5,172+21%$2.5M$3.0M+$494.2K2026-10-14
LifeGuide Financial Advisors, LLC
INCREASED29,75525,490+4,265+17%$2.6M$3.0M+$362.5K2026-10-20
Citigroup Inc
INCREASED29,66423,031+6,633+29%$2.4M$3.0M+$604.7K2026-11-04
Prospera Financial Services Inc
INCREASED29,31215,046+14,266+95%$1.5M$3.0M+$1.4M2026-11-04
Sellwood Investment Partners LLC
INCREASED29,00326,271+2,732+10%$2.7M$2.9M+$207.8K2026-11-03
Soltis Investment Advisors LLC
INCREASED28,78027,454+1,326+5%$2.8M$2.9M+$64.7K2026-10-28
Heck Capital Advisors, LLC
INCREASED28,42227,546+876+3%$2.8M$2.8M+$19.6K2026-10-14
Ethos Capital Management, Inc.
DECREASED27,39734,989-7,592-22%$3.6M$2.7M-$843.0K2026-11-03
Blue Trust, Inc.
INCREASED27,3552,590+24,765+956%$264.6K$2.7M+$2.5M2026-10-15
Brooklyn FI, LLC
DECREASED26,55336,975-10,422-28%$3.7M$2.7M-$1.1M2026-11-05
Independent Wealth Network Inc.
INCREASED25,84025,568+272+1%$2.6M$2.6M-$35.8K2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED25,68725,68700%$2.6M$2.6M-$63.2K2026-10-29
Portside Wealth Group, LLC
INCREASED25,55223,107+2,445+11%$2.4M$2.5M+$186.9K2026-10-20
Atlatl Advisers LLC
INCREASED25,33425,228+106+0%$2.6M$2.5M-$51.5K2026-10-22
Mendota Financial Group, LLC
INCREASED24,49221,191+3,301+16%$2.2M$2.4M+$276.9K2026-10-07
Vise Technologies, Inc.
INCREASED24,42322,837+1,586+7%$2.3M$2.4M+$102.0K2026-10-29
Portland Financial Advisors Inc
INCREASED24,26723,173+1,094+5%$2.4M$2.4M+$52.1K2026-10-26
Signal Advisors Wealth, LLC
DECREASED23,70426,135-2,431-9%$2.7M$2.4M-$306.7K2026-10-13
Alpha Omega Wealth Management LLC
DECREASED23,67624,579-903-4%$2.5M$2.4M-$150.5K2026-10-23
Montecito Bank & Trust
UNCHANGED23,47023,47000%$2.4M$2.3M-$57.7K2026-10-01
Canandaigua National Bank & Trust Co
DECREASED23,41231,049-7,637-25%$3.2M$2.3M-$837.8K2026-10-07
Revisor Wealth Management LLC
INCREASED23,41022,063+1,347+6%$2.3M$2.4M+$99.0K2026-10-20
Atria Investments, Inc
DECREASED23,23324,509-1,276-5%$2.5M$2.3M-$187.5K2026-10-15
Virtue Capital Management, LLC
INCREASED23,03512,681+10,354+82%$1.3M$2.3M+$1.0M2026-10-29
JGP Wealth Management, LLC
INCREASED22,93212,714+10,218+80%$1.3M$2.3M+$987.5K2026-10-13
HB Wealth Management, LLC
DECREASED22,24430,824-8,580-28%$3.1M$2.2M-$931.4K2026-10-23
Peak Financial Management, Inc.
INCREASED21,96521,949+16+0%$2.2M$2.2M-$52.4K2026-10-16
Lazari Capital Management, Inc.
INCREASED21,87921,101+778+4%$2.2M$2.2M+$25.7K2026-10-20
Visionary Horizons, LLC
DECREASED21,86821,943-750%$2.2M$2.2M-$61.4K2026-10-22
SeedSafe Financial LLC
INCREASED21,45218,325+3,127+17%$1.9M$2.1M+$266.7K2026-11-02
Fermata Advisors, LLC
DECREASED20,83721,826-989-5%$2.2M$2.1M-$152.4K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED20,78918,924+1,865+10%$1.9M$2.1M+$139.4K2026-10-13
Focus Financial Network, Inc.
INCREASED20,65117,799+2,852+16%$1.8M$2.1M+$240.5K2026-10-14
Fortitude Family Office, LLC
INCREASED20,5238,145+12,378+152%$832.1K$2.0M+$1.2M2026-10-14
Willow Creek Capital Management, Inc.
UNCHANGED20,02120,02100%$2.0M$2.0M$02026-10-16
Arlington Financial Advisors, LLC
NEW19,819—+19,819——$2.0M—2026-10-19
Heritage Investment Group, Inc.
INCREASED19,73919,415+324+2%$2.0M$2.0M-$15.5K2026-11-03
FFG Retirement Advisors LLC
NEW19,369—+19,369——$1.9M—2026-10-20
Guidance Capital, Inc
DECREASED19,23819,710-472-2%$2.0M$1.9M-$60.7K2026-11-03
Bell Investment Advisors, Inc
INCREASED19,20119,061+140+1%$1.9M$1.9M-$32.9K2026-10-29
21 West Wealth Management LLC
DECREASED18,95519,779-824-4%$2.0M$1.9M-$130.8K2026-10-13
Integrity Alliance, Llc.
INCREASED18,91215,625+3,287+21%$1.6M$1.9M+$289.3K2026-10-29
Valeo Financial Advisors, LLC
UNCHANGED18,33218,33200%$20.0K$19.9K-$402026-10-08
Sharper & Granite LLC
DECREASED18,31421,672-3,358-15%$2.2M$1.9M-$319.8K2026-11-02
First United Bank & Trust
DECREASED18,18329,124-10,941-38%$3.0M$1.8M-$1.2M2026-10-22
Virtus Family Office LLC
UNCHANGED17,90317,90300%$1.8M$1.8M-$44.0K2026-10-30
DecisionMap Wealth Management, LLC
INCREASED17,3159,518+7,797+82%$972.4K$1.7M+$753.9K2026-10-29
Sowell Financial Services LLC
INCREASED17,27416,610+664+4%$1.7M$1.7M+$25.4K2026-10-23
Balance Wealth Partners LLC
INCREASED17,26313,406+3,857+29%$1.4M$1.7M+$351.6K2026-10-27
Marotta Asset Management
INCREASED17,03314,309+2,724+19%$1.4M$1.7M+$251.1K2026-10-02
Successful Portfolios LLC
INCREASED16,93216,903+29+0%$1.7M$1.7M-$20.7K2026-10-09
BridgePort Financial Solutions, LLC
DECREASED16,47416,582-108-1%$1.7M$1.6M-$51.6K2026-11-02
Tennessee Valley Asset Management Partners
INCREASED16,16614,760+1,406+10%$1.5M$1.6M+$103.8K2026-11-03
Choreo, LLC
DECREASED16,12916,784-655-4%$1.7M$1.6M-$106.6K2026-10-28
Fifth Third Bancorp
DECREASED15,74916,595-846-5%$1.7M$1.6M-$125.2K2026-11-05
StoneX Group Inc.
INCREASED15,59410,337+5,257+51%$1.1M$1.6M+$503.2K2026-11-03
Archer Investment Management, LLC
INCREASED15,5059,487+6,018+63%$969.2K$1.5M+$576.7K2026-10-13
Prosperity Planning, Inc.
DECREASED15,47515,500-250%$1.6M$1.5M-$40.6K2026-10-09
Kestra Private Wealth Services, LLC
DECREASED15,02915,133-104-1%$1.5M$1.5M-$47.6K2026-10-30
PKS Advisory Services, LLC
UNCHANGED14,97814,97800%$1.5M$1.5M$02026-10-26
Scissortail Wealth Management, LLC
INCREASED14,97614,960+16+0%$1.5M$1.5M-$35.2K2026-11-03
SteelPeak Wealth, LLC
INCREASED14,25713,786+471+3%$1.4M$1.4M+$13.0K2026-10-16
OpenArc Corporate Advisory, LLC
NEW14,218—+14,218——$1.4M—2026-10-21
Riverbend Wealth Management, LLC
INCREASED14,0679,854+4,213+43%$1.0M$1.4M+$395.8K2026-10-15
Curbstone Financial Management Corp
INCREASED13,68010,300+3,380+33%$1.1M$1.4M+$311.6K2026-10-21
Hanseatic Management Services Inc
INCREASED13,66213,011+651+5%$1.3M$1.4M+$32.9K2026-10-27
Alkeme Wealth, LLC
NEW13,472—+13,472——$1.3M—2026-10-08
SWP Financial LLC
INCREASED13,29113,116+175+1%$1.3M$1.3M-$14.8K2026-10-23
Certior Financial Group, LLC
INCREASED12,62612,317+309+3%$1.3M$1.3M+$5512026-10-19
Phillips Financial Management, LLC
DECREASED11,59512,343-748-6%$1.3M$1.2M-$105.0K2026-10-19
Pinnacle Wealth Management Group, Inc.
UNCHANGED11,46711,46700%$1.2M$1.1M-$28.2K2026-10-15
J.W. Cole Advisors, Inc.
DECREASED11,35311,408-550%$1.2M$1.1M-$33.5K2026-11-05
Good Harbor Advisors, Inc.
INCREASED11,35111,114+237+2%$1.1M$1.1M-$3.8K2026-10-20
Cambridge Capital Management, LLC
INCREASED11,1448,143+3,001+37%$831.9K$1.1M+$279.2K2026-10-19
Relyea Zuckerberg Hanson LLC
INCREASED11,05111,044+7+0%$1.1M$1.1M-$26.5K2026-10-20
Advisory Solutions Group, LLC
INCREASED10,8489,519+1,329+14%$972.5K$1.1M+$109.1K2026-10-14
Golden State Wealth Management, LLC
INCREASED10,6343,242+7,392+228%$331.3K$1.1M+$729.0K2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED10,60810,583+25+0%$1.1M$1.1M-$23.6K2026-10-28
Ascentis Independent Advisors
NEW10,530—+10,530——$1.0M—2026-11-03
Canandaigua National Trust Co of Florida
NEW10,429—+10,429——$1.0M—2026-10-07
United Asset Strategies, Inc.
DECREASED10,38610,439-53-1%$1.1M$1.0M-$31.0K2026-10-28
Evexia Wealth LLC
INCREASED10,38110,022+359+4%$1.0M$1.0M+$38.5K2026-11-05
Integrated Advisors Network LLC
INCREASED10,0439,850+193+2%$1.0M$1.0M-$5.0K2026-10-20
RDA Financial Network
DECREASED9,99312,227-2,234-18%$1.2M$996.3K-$252.8K2026-10-15
Breakwater Investment Management
DECREASED9,76112,010-2,249-19%$1.2M$973.2K-$253.8K2026-10-20
Advisor OS, LLC
INCREASED9,7288,200+1,528+19%$837.7K$969.8K+$132.1K2026-11-03
XY Planning Network, Inc.
NEW9,656—+9,656——$962.7K—2026-10-14
First Bank & Trust
INCREASED9,5908,595+995+12%$878.1K$956.1K+$78.1K2026-10-19
RFG Advisory, LLC
INCREASED9,4335,409+4,024+74%$552.6K$940.5K+$387.9K2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED9,4009,40000%$960.3K$937.2K-$23.1K2026-10-21
Patriot Investment Management Group, Inc.
UNCHANGED9,2219,22100%$942.0K$919.3K-$22.7K2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED9,0439,04300%$923.8K$901.6K-$22.2K2026-11-05
Pettinga Financial Advisors LLC
INCREASED9,0168,800+216+2%$899.0K$898.9K-$352026-10-13
Latitude Advisors, LLC
INCREASED8,9838,673+310+4%$886.1K$895.6K+$9.5K2026-10-27
Private Wealth Management Group, LLC
INCREASED8,9508,934+16+0%$912.7K$892.3K-$20.4K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED8,8579,270-413-4%$947.0K$883.0K-$64.0K2026-10-28
Sharkey, Howes & Javer
INCREASED8,7877,546+1,241+16%$770.9K$876.1K+$105.2K2026-10-22
Avant Financial Advisors LLC
INCREASED8,5018,061+440+5%$823.5K$847.5K+$24.0K2026-11-02
Csenge Advisory Group
DECREASED8,47210,631-2,159-20%$1.1M$844.7K-$241.4K2026-11-04
TCI Wealth Advisors, Inc.
DECREASED8,4638,471-80%$865.4K$843.8K-$21.6K2026-10-30
Topor & Co. Korea
UNCHANGED8,4238,42300%$860.5K$839.8K-$20.7K2026-10-22
Patten Group, Inc.
INCREASED8,3754,832+3,543+73%$493.6K$835.0K+$341.4K2026-10-26
Compass Wealth Management, LLC
NEW8,350—+8,350——$832.5K—2026-10-30
Private Trust Co NA
INCREASED8,3257,156+1,169+16%$731.1K$830.0K+$98.9K2026-10-20
Sovran Advisors, LLC
INCREASED8,2205,760+2,460+43%$582.8K$830.0K+$247.2K2026-11-02
Middleton & Co Inc
INCREASED8,2014,101+4,100+100%$419.0K$817.6K+$398.7K2026-10-23
Advisor Resource Council
DECREASED8,1908,219-290%$833.5K$818.6K-$15.0K2026-11-05
Townsend Financial Planning, LLC
DECREASED8,1718,238-67-1%$841.6K$814.7K-$26.9K2026-11-02
Stone House Investment Management, LLC
INCREASED8,1196,180+1,939+31%$631.3K$809.5K+$178.2K2026-10-23
Vigilare Wealth Management
DECREASED7,89541,118-33,223-81%$4.2M$787.1K-$3.4M2026-10-29
RHS Financial, LLC
INCREASED7,8247,073+751+11%$722.6K$780.1K+$57.5K2026-10-13
Simplicity Wealth,LLC
INCREASED7,7755,591+2,184+39%$571.2K$775.2K+$204.0K2026-10-23
Matrix Trust Co
DECREASED7,7418,223-482-6%$840$772-$682026-10-07
SeaBridge Investment Advisors LLC
NEW7,728—+7,728——$770.5K—2026-11-02
Eagle Bay Advisors LLC
INCREASED7,5877,456+131+2%$761.7K$756.4K-$5.3K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED7,5863,873+3,713+96%$395.6K$756.3K+$360.7K2026-11-04
Sidoxia Capital Management, LLC
INCREASED7,5837,226+357+5%$738.2K$756.1K+$17.8K2026-10-28
Acorn Financial Advisory Services Inc
DECREASED7,4717,480-90%$764.2K$744.9K-$19.3K2026-11-02
First Premier Bank
INCREASED7,4197,005+414+6%$716$740+$242026-10-13
West Wealth Group, LLC
INCREASED7,3507,336+14+0%$749.5K$732.8K-$16.7K2026-10-14
Factor Wealth Management LTD
INCREASED7,3176,495+822+13%$663.5K$729.5K+$66.0K2026-10-08
Diversify Advisory Services, LLC
INCREASED7,1854,793+2,392+50%$484.6K$721.3K+$236.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED7,1854,793+2,392+50%$484.6K$721.3K+$236.7K2026-10-20
M Wealth Management, LLC
INCREASED7,1352,381+4,754+200%$243.2K$711.4K+$468.1K2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED7,0867,114-280%$726.8K$706.5K-$20.3K2026-10-26
Clarity Asset Management, Inc.
DECREASED7,0337,074-41-1%$722.7K$701.2K-$21.5K2026-10-14
Quadrant Private Wealth Management, LLC
INCREASED6,9406,250+690+11%$638.5K$691.9K+$53.4K2026-11-04
Cardinal Strategic Wealth Guidance
INCREASED6,9226,785+137+2%$693.2K$690.1K-$3.0K2026-11-02
New England Private Wealth Advisors LLC
INCREASED6,8726,869+3+0%$695.3K$685.2K-$10.2K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED6,7266,639+87+1%$678.2K$670.6K-$7.7K2026-11-05
G&S Capital LLC
DECREASED6,7107,127-417-6%$728.1K$669.0K-$59.1K2026-10-23
Bucket List Wealth Management, LLC
INCREASED6,6306,453+177+3%$659.3K$661.0K+$1.8K2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED6,4336,578-145-2%$672.0K$641.4K-$30.6K2026-10-30
Wedmont Private Capital
DECREASED6,4327,175-743-10%$727.1K$644.3K-$82.8K2026-10-09
Arbor Investment Advisors, LLC
INCREASED6,4146,408+6+0%$654.6K$639.4K-$15.2K2026-10-26
Trek Financial, LLC
DECREASED6,3967,960-1,564-20%$813.2K$637.7K-$175.5K2026-10-29
Northwest Wealth Management, LLC
DECREASED6,3366,369-33-1%$650.7K$631.7K-$19.0K2026-10-30
McNaughton Wealth Management, LLC
INCREASED6,2795,831+448+8%$595.7K$626.0K+$30.3K2026-10-09
Lodestar Private Asset Management LLC
DECREASED6,1836,613-430-6%$675.6K$616.4K-$59.1K2026-10-26
WealthPlan Investment Management, LLC
INCREASED6,1565,994+162+3%$612.4K$613.8K+$1.4K2026-10-15
Meridian Wealth Management, LLC
INCREASED6,1265,719+407+7%$584.3K$610.8K+$26.5K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED6,1215,372+749+14%$548.8K$610.3K+$61.5K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED6,1194,525+1,594+35%$462.3K$610.1K+$147.8K2026-10-29
Selective Wealth Management, Inc.
UNCHANGED6,1166,11600%$620.4K$614.0K-$6.4K2026-10-16
Thrive Capital Management, LLC
INCREASED6,1045,742+362+6%$586.6K$608.6K+$22.0K2026-10-28
Wealth Effects LLC
NEW6,080—+6,080——$606.2K—2026-10-23
Nations Financial Group Inc,
DECREASED6,0438,820-2,777-31%$901.1K$602.6K-$298.5K2026-11-05
Cadent Capital Advisors, LLC
DECREASED6,0346,105-71-1%$623.7K$601.6K-$22.1K2026-10-09
Robinswood Financial LLC
DECREASED5,9606,593-633-10%$673.6K$598.9K-$74.7K2026-10-20
Woodley Farra Manion Portfolio Management Inc
INCREASED5,9274,784+1,143+24%$488.7K$590.9K+$102.2K2026-11-05
Town Capital LLC
INCREASED5,9064,883+1,023+21%$498.8K$588.8K+$90.0K2026-11-03
Westover Capital Advisors, LLC
INCREASED5,8945,694+200+4%$581.7K$587.6K+$5.9K2026-10-26
DeLarme Wealth Management, Inc.
INCREASED5,8085,778+30+1%$590.3K$579.1K-$11.2K2026-10-30
Corepath Wealth Partners LLC
UNCHANGED5,7205,72000%$579.8K$572.6K-$7.2K2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
DECREASED5,7135,731-180%$585.5K$569.6K-$15.9K2026-10-22
Rossby Financial, LCC
INCREASED5,638500+5,138+1028%$51.1K$562.1K+$511.0K2026-11-05
Cassilly Financial Group LLC
INCREASED5,6254,564+1,061+23%$466.3K$560.8K+$94.6K2026-10-07
Security Financial Services, Inc.
DECREASED5,5807,405-1,825-25%$756.5K$556.3K-$200.2K2026-10-29
FC Advisory LLC
INCREASED5,5625,503+59+1%$562.2K$554.5K-$7.7K2026-10-05
Parallel Advisors, LLC
INCREASED5,466238+5,228+2197%$24.4K$545.0K+$520.6K2026-11-03
Aire Advisors, LLC
NEW5,428—+5,428——$541.2K—2026-10-22
Buttonwood Financial Group, LLC
DECREASED5,4266,001-575-10%$613.1K$542.5K-$70.5K2026-10-16
LaFleur & Godfrey LLC
DECREASED5,3025,367-65-1%$548.3K$528.6K-$19.7K2026-10-27
Ehrlich Financial Group
INCREASED5,1675,140+27+1%$525.1K$515.2K-$10.0K2026-10-20
Washington Trust Co
DECREASED5,0375,230-193-4%$534.3K$502.2K-$32.1K2026-10-22
Financial Harvest, LLC
INCREASED4,8924,652+240+5%$475.3K$487.7K+$12.5K2026-10-15
BOS Asset Management, LLC
INCREASED4,8594,840+19+0%$494.5K$484.4K-$10.0K2026-10-09
Ellis Investment Partners, LLC
INCREASED4,8464,709+137+3%$481.1K$483.2K+$2.1K2026-10-21
Wealth Forward, LLC
NEW4,830—+4,830——$481.6K—2026-10-14
JB Capital LLC
INCREASED4,7974,490+307+7%$458.7K$478.2K+$19.5K2026-10-19
SigFig Wealth Management, LLC
INCREASED4,7954,584+211+5%$468.5K$478.1K+$9.5K2026-10-07
Elevated Financial Group LLC
DECREASED4,69532,334-27,639-85%$3.3M$468.1K-$2.8M2026-10-16
Greenleaf Trust
DECREASED4,6525,861-1,209-21%$598.8K$463.8K-$135.0K2026-10-29
Skyline Advisors, Inc.
INCREASED4,6474,190+457+11%$428.1K$463.3K+$35.2K2026-11-03
Uptick Partners, LLC
DECREASED4,6335,039-406-8%$514.8K$461.9K-$53.0K2026-11-04
Ridgewood Investments LLC
DECREASED4,5929,320-4,728-51%$952.2K$457.8K-$494.4K2026-10-05
Lodestone Wealth Management LLC
UNCHANGED4,5924,59200%$469.1K$457.8K-$11.3K2026-10-14
Oppenheimer & Co Inc
INCREASED4,5874,577+10+0%$467.6K$457.3K-$10.3K2026-10-26
Madden Securities Corp
DECREASED4,5004,550-50-1%$464.8K$448.7K-$16.2K2026-10-27
TD Waterhouse Canada Inc.
INCREASED4,4784,214+264+6%$426.2K$448.0K+$21.8K2026-10-16
Bay Harbor Wealth Management, LLC
DECREASED4,4654,527-62-1%$462.5K$445.2K-$17.3K2026-11-03
Holos Integrated Wealth LLC
DECREASED4,4006,418-2,018-31%$650.3K$442.2K-$208.1K2026-10-23
Blankinship & Foster, LLC
DECREASED4,3974,648-251-5%$474.8K$438.4K-$36.5K2026-10-19
Verdence Capital Advisors LLC
DECREASED4,3444,410-66-1%$450.5K$433.1K-$17.5K2026-10-26
Laurel Wealth Advisors LLC
INCREASED4,3304,205+125+3%$429.6K$431.7K+$2.1K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED4,3054,661-356-8%$476.2K$429.2K-$47.0K2026-10-14
ARK & TLK Investments, LLC
DECREASED4,2034,428-225-5%$452.4K$419.0K-$33.3K2026-10-20
Inlight Wealth Management, LLC
INCREASED4,0533,422+631+18%$349.6K$404.1K+$54.5K2026-10-21
Braun-Bostich & Associates Inc.
INCREASED4,0463,480+566+16%$355.5K$403.4K+$47.9K2026-10-20
Avior Wealth Management, LLC
INCREASED3,9873,412+575+17%$348.6K$397.5K+$48.9K2026-10-13
Moneco Advisors, LLC
INCREASED3,9453,062+883+29%$312.8K$393.3K+$80.5K2026-11-05
AlphaCore Capital LLC
INCREASED3,9382,146+1,792+84%$219.2K$392.6K+$173.4K2026-11-04
Affinity Capital Advisors, LLC
INCREASED3,9373,815+122+3%$386.6K$394.2K+$7.6K2026-10-13
Archer Investment Corp
INCREASED3,9293,511+418+12%$358.6K$391.7K+$33.0K2026-11-05
Obermeyer Wealth Partners
DECREASED3,9204,021-101-3%$410.8K$390.8K-$20.0K2026-10-21
Lee Financial Co
NEW3,918—+3,918——$390.6K—2026-10-16
Financial Network Wealth Advisors LLC
INCREASED3,9093,841+68+2%$392.4K$389.7K-$2.7K2026-10-28
Eagle Capital Management, LLC
UNCHANGED3,8123,81200%$389$380-$92026-10-19
Keystone Wealth Services, LLC
DECREASED3,7693,936-167-4%$402.1K$375.9K-$26.2K2026-11-03
One Wealth Capital Management, LLC
DECREASED3,6338,247-4,614-56%$842.5K$362.2K-$480.3K2026-10-23
Toth Financial Advisory Corp
DECREASED3,5383,540-20%$361.6K$352.7K-$8.9K2026-10-08
PFG Advisors
DECREASED3,5343,643-109-3%$372.1K$352.3K-$19.8K2026-10-16
Vontobel Holding Ltd.
INCREASED3,5102,000+1,510+76%$204.3K$349.9K+$145.6K2026-10-16
Madson Wealth Advisors Inc
DECREASED3,5013,846-345-9%$392.9K$349.1K-$43.9K2026-10-13
Northern Lights Advisors, Inc.
NEW3,470—+3,470——$345.9K—2026-10-21
Core Wealth Partners LLC
UNCHANGED3,4683,46800%$354.3K$345.8K-$8.5K2026-11-02
Essential Partners LLC
INCREASED3,4523,451+1+0%$352.6K$344.1K-$8.4K2026-10-14
Lido Advisors, LLC
INCREASED3,4363,343+93+3%$341.5K$342.6K+$1.0K2026-11-04
Tanager Wealth Management LLP
INCREASED3,3812,463+918+37%$251.6K$337.1K+$85.5K2026-10-19
Gibbs Wealth Management
INCREASED3,3612,414+947+39%$246.6K$335.1K+$88.5K2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED3,3273,089+238+8%$315.5K$331.7K+$16.2K2026-10-15
Assetmark, Inc
DECREASED3,31117,769-14,458-81%$1.8M$330.1K-$1.5M2026-10-21
Founders Financial Securities LLC
INCREASED3,2923,165+127+4%$323.4K$328.2K+$4.8K2026-10-28
Triad Wealth Partners, LLC
DECREASED3,2546,477-3,223-50%$651.6K$324.4K-$327.2K2026-10-26
Cathy Pareto & Associates, Inc
INCREASED3,2263,173+53+2%$324.2K$321.7K-$2.5K2026-10-15
Apollon Wealth Management, LLC
NEW3,223—+3,223——$321.3K—2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED3,2162,909+307+11%$297.2K$320.6K+$23.4K2026-11-05
Avidian Wealth Enterprises, LLC
NEW3,209—+3,209——$319.9K—2026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED3,2063,013+193+6%$307.8K$319.6K+$11.8K2026-11-04
Vaughan David Investments LLC
UNCHANGED3,2003,20000%$327.0K$319.0K-$8.0K2026-11-05
Apella Capital, LLC
DECREASED3,1843,484-300-9%$353.0K$318.7K-$34.3K2026-10-08
Mine & Arao Wealth Creation & Management, Llc.
DECREASED3,1673,313-146-4%$338.5K$315.7K-$22.7K2026-10-29
Tcfg Investment Advisors, LLC
INCREASED3,1532,929+224+8%$299.2K$314.4K+$15.2K2026-10-20
Advus Financial Partners, LLC
DECREASED3,11813,938-10,820-78%$1.4M$310.9K-$1.1M2026-10-20
Signature Equity Partners, LLC
INCREASED3,094120+2,974+2478%$12.3K$308.5K+$296.2K2026-10-29
Brighton Jones LLC
NEW3,063—+3,063——$305.4K—2026-11-03
Align Financial, LLC
UNCHANGED3,0473,04700%$311.3K$303.8K-$7.5K2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED3,0012,672+329+12%$273.0K$299.2K+$26.2K2026-11-05
Aurelius Family Office LLC
UNCHANGED2,9682,96800%$303.2K$295.9K-$7.3K2026-10-23
Elevation Capital Advisory, LLC
DECREASED2,9198,815-5,896-67%$900.5K$291.0K-$609.5K2026-10-29
Beacon Financial Advisory LLC
DECREASED2,9103,123-213-7%$319.1K$290.1K-$28.9K2026-10-16
Northwest Financial Advisors
INCREASED2,8902,867+23+1%$292.9K$288.1K-$4.8K2026-10-27
Able Wealth Management LLC
DECREASED2,8392,853-140%$291.4K$283.7K-$7.7K2026-10-13
Balefire, LLC
NEW2,807—+2,807——$279.9K—2026-10-09
Cypress Wealth Services, LLC
DECREASED2,8064,553-1,747-38%$465.1K$280.6K-$184.6K2026-10-21
AdvisorNet Financial, Inc
INCREASED2,7972,736+61+2%$279.5K$280.3K+$8852026-10-15
Pflug Koory, LLC
INCREASED2,7752,738+37+1%$279.8K$276.7K-$3.0K2026-10-26
MKT Advisors LLC
INCREASED2,7502,540+210+8%$257.4K$275.5K+$18.1K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED2,7352,73500%$279.4K$272.7K-$6.7K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED2,7342,73400%$279.3K$272.6K-$6.7K2026-10-21
Smith & Howard Wealth Management, LLC
UNCHANGED2,7342,73400%$279.3K$272.6K-$6.7K2026-10-27
Atwater Malick LLC
INCREASED2,7262,576+150+6%$263.2K$271.8K+$8.6K2026-10-15
Stablepoint Partners, LLC
INCREASED2,6942,649+45+2%$270.6K$268.6K-$2.0K2026-11-03
Accurate Wealth Management, LLC
UNCHANGED2,6862,68600%$272.2K$268.8K-$3.3K2026-10-20
Independence Financial Advisors, LLC
INCREASED2,6672,664+3+0%$272.2K$265.9K-$6.3K2026-10-08
Frank, Rimerman Advisors LLC
UNCHANGED2,5802,58000%$263.6K$257.2K-$6.3K2026-10-16
Liberty Capital Management, Inc.
UNCHANGED2,5192,51900%$257.3K$251.1K-$6.2K2026-11-02
Chilton Capital Management LLC
UNCHANGED2,4742,47400%$252.7K$246.7K-$6.1K2026-10-28
Aspire Private Capital, LLC
INCREASED2,4102,397+13+1%$244.9K$240.2K-$4.7K2026-11-05
Concord Wealth Partners
INCREASED2,3501,637+713+44%$167.3K$234.3K+$67.1K2026-11-02
Gen-Wealth Partners Inc
INCREASED2,3482,277+71+3%$232.6K$234.1K+$1.4K2026-11-04
May Hill Capital, LLC
INCREASED2,3222,226+96+4%$227.4K$231.5K+$4.1K2026-11-03
CWA Asset Management Group, LLC
INCREASED2,2881,989+299+15%$203.2K$228.1K+$24.9K2026-10-19
Compound Planning, Inc.
DECREASED2,2532,485-232-9%$253.9K$224.6K-$29.2K2026-11-05
Penobscot Investment Management Company, Inc.
UNCHANGED2,2432,24300%$229.1K$223.6K-$5.5K2026-10-26
Wedbush Securities Inc
INCREASED2,2322,162+70+3%$221.0K$223-$220.8K2026-10-22
Donalies Financial Planning, LLC
INCREASED2,2282,169+59+3%$221.6K$222.1K+$5472026-10-19
Unified Investment Management
NEW2,225—+2,225——$221.8K—2026-10-14
Winnacle Wealth LLC
NEW2,185—+2,185——$217.8K—2026-10-15
Beaumont Asset Management, L.L.C.
NEW2,169—+2,169——$216.2K—2026-10-16
Ergawealth Advisors, Inc.
UNCHANGED2,1432,14300%$218.9K$213.7K-$5.3K2026-10-21
Ted Buchan & Co
UNCHANGED2,1292,12900%$217.5K$212.3K-$5.2K2026-10-23
Indivisible Partners
DECREASED2,07155,503-53,432-96%$5.7M$206.5K-$5.5M2026-10-26
Gradient Capital Advisors, LLC
INCREASED2,0612,058+3+0%$210.3K$205.5K-$4.8K2026-10-21
Aprio Wealth Management, LLC
UNCHANGED2,0602,06000%$210.4K$205.4K-$5.1K2026-10-28
D.A. Davidson & Co.
INCREASED2,0592,032+27+1%$207.7K$205.3K-$2.4K2026-10-28
Selby Wealth Management, LLC
UNCHANGED2,0592,05900%$210.3K$205.3K-$5.1K2026-10-16
Norden Group LLC
DECREASED2,0402,092-52-2%$213.7K$203.3K-$10.3K2026-10-20
KFG LLC
NEW2,032—+2,032——$202.6K—2026-11-02
Symmetry Partners, LLC
UNCHANGED2,0322,03200%$207.6K$202.6K-$5.0K2026-10-27
Novem Group
NEW2,013—+2,013——$200.7K—2026-10-19
Canton Hathaway, LLC
INCREASED1,9731,743+230+13%$178.1K$196.7K+$18.6K2026-10-23
Mather Group, Llc.
INCREASED1,905497+1,408+283%$50.8K$189.9K+$139.2K2026-10-14
Buck Wealth Strategies, LLC
DECREASED1,8791,898-19-1%$193.9K$187.3K-$6.5K2026-10-28
Compass Financial Management LLC
DECREASED1,77460,941-59,167-97%$6.2M$176.9K-$6.0M2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,6911,663+28+2%$169.9K$168.6K-$1.3K2026-10-28
Elevation Wealth Partners, LLC
INCREASED1,5701,438+132+9%$146.9K$156.5K+$9.6K2026-10-07
Cape Investment Advisory, Inc.
DECREASED1,4991,529-30-2%$156.2K$149.5K-$6.7K2026-10-13
John Boyer, Inc.
NEW1,483—+1,483——$147.8K—2026-10-27
GK Wealth Management LLC
NEW1,363—+1,363——$135.9K—2026-10-09
Barrett & Company, Inc.
UNCHANGED1,3361,33600%$136.5K$133.2K-$3.3K2026-10-22
CoreCap Advisors, LLC
DECREASED1,2421,258-16-1%$128.5K$123.9K-$4.6K2026-10-08
Birch Financial Group, LLC
NEW1,154—+1,154——$115.1K—2026-10-27
Princeton Global Asset Management LLC
DECREASED1,0804,973-3,893-78%$508.0K$107.7K-$400.4K2026-10-21
Horizons Wealth Management
NEW1,067—+1,067——$106.4K—2026-10-05
JFS Wealth Advisors, LLC
DECREASED1,0331,039-6-1%$106.1K$103.0K-$3.2K2026-11-03
Legacy Bridge, LLC
UNCHANGED1,0301,03000%$105.2K$102.7K-$2.5K2026-10-28
Triumph Capital Management
UNCHANGED1,0011,00100%$102.3K$99.8K-$2.5K2026-10-14
Key Capital Management, Inc
INCREASED918335+583+174%$34.2K$91.5K+$57.3K2026-11-03
Kings Path Partners LLC
DECREASED888920-32-3%$94.0K$88.5K-$5.5K2026-10-21
Signature Resources Capital Management, LLC
DECREASED837918-81-9%$93.8K$83.4K-$10.3K2026-10-16
Heritage Family Offices, LLP
NEW752—+752——$75.0K—2026-11-02
Oakworth Capital, Inc.
NEW743—+743——$74.1K—2026-10-26
Tsfg, LLC
DECREASED6882,232-1,544-69%$228.0K$69-$227.9K2026-10-23
Nfsg Corp
UNCHANGED63963900%$65.3K$63.7K-$1.6K2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED63363300%$64.7K$63.1K-$1.6K2026-10-20
Kingdom Financial Group Llc.
INCREASED586472+114+24%$48.2K$58.4K+$10.2K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED56856800%$58.0K$56.6K-$1.4K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED54354300%$55.5K$54.1K-$1.3K2026-10-27
Nova Financial LLC
NEW539—+539——$53.7K—2026-11-04
Mosley Wealth Management
DECREASED525553-28-5%$56.5K$52.7K-$3.8K2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED52052000%$53.1K$51.8K-$1.3K2026-10-23
Nvwm, LLC
NEW508—+508——$50.6K—2026-10-14
Ashton Thomas Securities, LLC
NEW502—+502——$50.0K—2026-10-26
Spire Wealth Management
DECREASED473480-7-1%$49.0K$47.2K-$1.9K2026-10-30
Birchwood Financial Partners, Inc.
INCREASED418412+6+1%$42.1K$41.6K-$4862026-11-02
Lanark Financial, Inc.
DECREASED410412-20%$42.1K$40.9K-$1.2K2026-10-26
Torren Management, LLC
UNCHANGED40340300%$41.2K$40.2K-$9912026-10-29
Lloyd Advisory Services, Llc.
INCREASED371185+186+101%$18.9K$37.0K+$18.0K2026-11-02
Beacon Financial Strategies Corp
UNCHANGED37137100%$37.9K$37.0K-$9132026-10-14
WPG Advisers, LLC
UNCHANGED37037000%$37.8K$36.9K-$9102026-10-27
Covestor Ltd
DECREASED348354-6-2%$36.0K$35-$36.0K2026-10-30
Midwest Capital Advisors, LLC
DECREASED3239,194-8,871-96%$939.3K$32.2K-$907.1K2026-11-04
Capital Investment Advisory Services, LLC
INCREASED302299+3+1%$30.5K$30.2K-$3952026-10-30
US Bancorp \de\
INCREASED285237+48+20%$24.2K$28.4K+$4.2K2026-11-05
Jacobi Capital Management LLC
NEW265—+265——$26.4K—2026-11-05
Retirement Wealth Solutions LLC
DECREASED260372-112-30%$38.0K$25.9K-$12.1K2026-10-07
Trust Co of Vermont
NEW254—+254——$25.3K—2026-10-21
Raleigh Capital Management Inc.
INCREASED25070+180+257%$7.2K$24.9K+$17.7K2026-10-28
Rossmore Private Capital
UNCHANGED25025000%$25.5K$24.9K-$6152026-10-27
Chapman Financial Group, LLC
UNCHANGED25025000%$25.5K$24.9K-$6152026-10-26
Wolff Wiese Magana LLC
INCREASED234165+69+42%$16.9K$23.3K+$6.5K2026-10-15
UMB Private Wealth Management, LLC
NEW218—+218——$21.7K—2026-10-19
Smallwood Wealth Investment Management, LLC
UNCHANGED20020000%$20.4K$19.9K-$4922026-10-30
Larson Financial Group LLC
INCREASED181178+3+2%$18.2K$18.0K-$1372026-11-05
Armstrong Advisory Group, Inc
UNCHANGED16616600%$17.0K$16.6K-$4082026-10-09
Strategic Advocates LLC
UNCHANGED15815800%$16.1K$15.8K-$3882026-11-03
Harbor Investment Advisory, LLC
UNCHANGED15015000%$15.3K$15.0K-$3692026-10-13
Blueline Advisors LLC
INCREASED147105+42+40%$10.8K$14.7K+$3.9K2026-10-15
Horrell Capital Management, Inc.
UNCHANGED14014000%$14.3K$14.0K-$3442026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED13587+48+55%$8.9K$13.5K+$4.6K2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED12312300%$12.6K$12.3K-$3032026-11-04
Montgomery Financial Services LLC
NEW110—+110——$11.0K—2026-11-03
Root Financial Partners, LLC
NEW92—+92——$9.2K—2026-10-21
Team Financial Group, LLC
NEW84—+84——$8.4K—2026-10-30
Transce3nd, LLC
NEW81—+81——$8.1K—2026-10-26
First Bancorp, Inc
NEW80—+80——$8.0K—2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED767600%$7.8K$7.6K-$1872026-10-23
Asset Dedication, LLC
UNCHANGED707000%$7.2K$7.0K-$1732026-11-03
Maryland Capital Advisors Inc.
DECREASED6268-6-9%$6.9K$6.2K-$7652026-10-15
Elevated Capital Advisors, LLC
NEW50—+50——$5.0K—2026-11-04
Provenance Wealth Advisors, LLC
NEW46—+46——$4.6K—2026-10-30
Nemes Rush Group LLC
UNCHANGED404000%$4.1K$4.0K-$982026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW38—+38——$3.8K—2026-10-15
Deane Retirement Strategies, Inc.
DECREASED20190,880-190,860-100%$19.5M$2.0K-$19.5M2026-10-09
Farmers & Merchants Investments Inc
NEW11—+11——$1.1K—2026-10-22
Signaturefd, LLC
UNCHANGED8800%$866$845-$212026-10-23
Quaker Wealth Management, LLC
UNCHANGED5500%$511$499-$122026-10-22
Gilpin Wealth Management, LLC
UNCHANGED5500%$511$499-$122026-10-09
Register Financial Advisors LLC
UNCHANGED4400%$409$399-$102026-10-23
Insight Wealth Strategies, LLC
CLOSED0184,565-184,565-100%$18.7M$0-$18.7M2026-10-09
Northland Capital Management LLC
CLOSED0164,032-164,032-100%$16.8M$0-$16.8M2026-10-15
Milestone Asset Management, LLC
CLOSED043,300-43,300-100%$4.4M$0-$4.4M2026-10-15
Financial & Tax Architects, LLC
CLOSED018,453-18,453-100%$1.9M$0-$1.9M2026-10-15
Encompass More Asset Management
CLOSED013,816-13,816-100%$1.4M$0-$1.4M2026-10-16
TritonPoint Partners, LLC
CLOSED010,009-10,009-100%$1.0M$0-$1.0M2026-11-05
Smith Partners Wealth Management, LLC
CLOSED06,262-6,262-100%$639.7K$0-$639.7K2026-11-05
Scarborough Advisors, LLC
CLOSED05,268-5,268-100%$539.4K$0-$539.4K2026-10-16
Apex Wealth Management, LLC
CLOSED04,478-4,478-100%$457.5K$0-$457.5K2026-10-20
Axxcess Wealth Management, LLC
CLOSED03,424-3,424-100%$349.8K$0-$349.8K2026-10-21
Mission Financial Group, LLC
CLOSED03,291-3,291-100%$336.2K$0-$336.2K2026-10-21
VestGen Advisors, LLC
CLOSED03,045-3,045-100%$311.1K$0-$311.1K2026-10-27
W.H. Cornerstone Investments Inc.
CLOSED02,972-2,972-100%$303.6K$0-$303.6K2026-11-03
Cyndeo Wealth Partners, LLC
CLOSED02,906-2,906-100%$296.9K$0-$296.9K2026-10-16
Independent Financial Group, LLC
CLOSED02,579-2,579-100%$263.5K$0-$263.5K2026-10-13
Echo Wealth Management, LLC
CLOSED02,119-2,119-100%$216.5K$0-$216.5K2026-10-15
Prairiewood Capital, LLC
CLOSED02,040-2,040-100%$208.4K$0-$208.4K2026-10-16
Lpwm LLC
CLOSED02,004-2,004-100%$204.7K$0-$204.7K2026-10-20
WBH Advisory Inc
CLOSED02,000-2,000-100%$204.3K$0-$204.3K2026-11-05
Stone Loft Wealth Management LLC
CLOSED01,979-1,979-100%$200.6K$0-$200.6K2026-11-03
Evanson Financial, LLC
CLOSED01,961-1,961-100%$200.3K$0-$200.3K2026-10-23
Cornerstone Planning Group LLC
CLOSED01,615-1,615-100%$163.6K$0-$163.6K2026-10-16
First Command Advisory Services, Inc.
CLOSED01,578-1,578-100%$161.2K$0-$161.2K2026-11-05
GFS Advisors, LLC
CLOSED01,010-1,010-100%$205.3K$0-$205.3K2026-11-03
International Assets Investment Management, LLC
CLOSED0228-228-100%$23.1K$0-$23.1K2026-11-02
Islay Capital Management, LLC
CLOSED0136-136-100%$13.9K$0-$13.9K2026-10-20
LifeSteps Financial, Inc.
CLOSED012-12-100%$1.2K$0-$1.2K2026-10-15
CX Institutional
CLOSED012-12-100%$1$0-$12026-10-02
Center for Financial Planning, Inc.
CLOSED08-8-100%$818$0-$8182026-10-26
Salem Investment Counselors Inc
CLOSED08-8-100%$818$0-$8182026-10-13
Abound Wealth Management
CLOSED04-4-100%$409$0-$4092026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.5M$1.4M-$61.7K2026-10-29
Mascoma Wealth Management LLC
UNCHANGED000—$36$35-$12026-10-23
BlackRock, Inc.
N/A—44,245,089-44,245,089-100%$4.5B———
Betterment LLC
N/A—4,553,816-4,553,816-100%$465.2M———
LPL Financial LLC
N/A—4,133,408-4,133,408-100%$422.3M———
Morgan Stanley
N/A—2,250,138-2,250,138-100%$229.9M———
Envestnet Asset Management Inc
N/A—1,995,879-1,995,879-100%$203.9M———
Coldstream Capital Management Inc
N/A—1,860,288-1,860,288-100%$190.0M———
Bank of America Corp
N/A—1,553,079-1,553,079-100%$158.7M———
Cetera Investment Advisers
N/A—1,437,435-1,437,435-100%$146.8M———
O'shaughnessy Asset Management, LLC
N/A—1,213,731-1,213,731-100%$124.0M———
Ameriprise Financial Inc
N/A—1,108,855-1,108,855-100%$113.2M———
JPMorgan Chase & Co
N/A—1,086,681-1,086,681-100%$111.1M———
Partners Capital Investment Group, LLP
N/A—1,014,965-1,014,965-100%$103.7M———
SCS Capital Management LLC
N/A—989,768-989,768-100%$101.1M———
Flputnam Investment Management Co
N/A—964,676-964,676-100%$98.6M———
Tortoise Investment Management, LLC
N/A—900,987-900,987-100%$92.0M———
Raymond James Financial Inc
N/A—863,944-863,944-100%$88.3M———
Mercer Global Advisors Inc
N/A—860,000-860,000-100%$87.9M———
Destination Wealth Management
N/A—846,480-846,480-100%$86.5M———
M. Kulyk & Associates, LLC
N/A—771,097-771,097-100%$78.8M———
Haverford Trust Co
N/A—728,697-728,697-100%$74.4M———
State Street Corp
N/A—665,185-665,185-100%$68.0M———
Dynasty Wealth Management, LLC
N/A—664,407-664,407-100%$67.9M———
Quotient Wealth Partners, LLC
N/A—649,411-649,411-100%$66.3M———
Beacon Pointe Advisors, LLC
N/A—617,519-617,519-100%$63.1M———
Wells Fargo & Company
N/A—614,427-614,427-100%$62.8M———
Northwestern Mutual Wealth Management Co
N/A—595,739-595,739-100%$60.9M———
Martin & Co Inc
N/A—537,540-537,540-100%$54.9M———
FMR LLC
N/A—527,294-527,294-100%$53.9M———
Empowered Funds, LLC
N/A—512,062-512,062-100%$51.7M———
AlTi Global, Inc.
N/A—502,009-502,009-100%$51.3M———
MAI Capital Management
N/A—494,193-494,193-100%$50.5M———
Gould Asset Management LLC
N/A—472,277-472,277-100%$48.2M———
NewEdge Advisors, LLC
N/A—470,685-470,685-100%$48.1M———
Goldman Sachs Group Inc
N/A—369,657-369,657-100%$37.8M———
Royal Bank of Canada
N/A—340,403-340,403-100%$34.8M———
Kelman-Lazarov, Inc.
N/A—320,695-320,695-100%$32.8M———
Syon Capital LLC
N/A—315,195-315,195-100%$32.2M———
AMJ Financial Wealth Management
N/A—314,997-314,997-100%$32.6M———
UBS Group AG
N/A—313,586-313,586-100%$32.0M———
World Investment Advisors
N/A—309,836-309,836-100%$32.0M———
Modern Wealth Management, LLC
N/A—290,562-290,562-100%$29.7M———
Trustmark Bank Trust Department
N/A—288,636-288,636-100%$29.5M———
Savant Capital, LLC
N/A—271,584-271,584-100%$27.5M———
AE Wealth Management LLC
N/A—268,853-268,853-100%$27.5M———
Summitry LLC
N/A—268,602-268,602-100%$27.4M———
MML Investors Services, LLC
N/A—257,510-257,510-100%$26.3M———
ProVise Management Group, LLC
N/A—251,467-251,467-100%$25.7M———
HighTower Advisors, LLC
N/A—248,228-248,228-100%$25.4M———
Astoria Strategic Wealth, Inc.
N/A—234,927-234,927-100%$24.0M———
Osaic Holdings, Inc.
N/A—230,807-230,807-100%$23.6M———
NorthCoast Asset Management LLC
N/A—230,741-230,741-100%$23.6M———
Integrated Wealth Concepts LLC
N/A—218,961-218,961-100%$22.4M———
Pure Financial Advisors, LLC
N/A—212,089-212,089-100%$21.7M———
NorthRock Partners, LLC
N/A—212,088-212,088-100%$21.7M———
Estate Counselors, LLC
N/A—205,090-205,090-100%$21.0M———
Alesco Advisors, LLC, An ESL Co
N/A—194,533-194,533-100%$19.9M———
Ancora Advisors LLCA
N/A—193,971-193,971-100%$19.8M———
Portland Global Advisors LLC
N/A—192,435-192,435-100%$19.7M———
Financial Gravity Companies, Inc.
N/A—188,071-188,071-100%$19.2M———
Main Management Fund Advisors LLC
N/A—184,051-184,051-100%$18.8M———
Stadion Money Management, LLC
N/A—180,704-180,704-100%$18.3M———
Cerity Partners LLC
N/A—175,966-175,966-100%$17.8M———
Stifel Financial Corp
N/A—174,612-174,612-100%$17.8M———
PNC Financial Services Group, Inc.
N/A—171,555-171,555-100%$17.5M———
Jones Financial Companies Lllp
N/A—161,009-161,009-100%$16.4M———
Valmark Advisers, Inc.
N/A—156,015-156,015-100%$15.9M———
Leavell Investment Management, Inc.
N/A—154,790-154,790-100%$15.8M———
Collaborative Wealth Managment Inc.
N/A—147,846-147,846-100%$15.1M———
American Money Management, LLC
N/A—144,295-144,295-100%$14.7M———
Janney Montgomery Scott LLC
N/A—141,936-141,936-100%$14.5M———
Amundi
N/A—138,000-138,000-100%$14.1M———
Pinnacle Financial Partners, Inc.
N/A—134,390-134,390-100%$13.7M———
OneDigital Investment Advisors LLC
N/A—131,609-131,609-100%$13.4M———
Orion Porfolio Solutions, LLC
N/A—129,075-129,075-100%$13.2M———
Mcmorgan & Co LLC
N/A—128,819-128,819-100%$13.2M———
IFG Advisory, LLC
N/A—128,116-128,116-100%$13.1M———
Ethos Financial Group, LLC
N/A—116,299-116,299-100%$11.8M———
Guggenheim Capital LLC
N/A—116,210-116,210-100%$11.9M———
Elm Partners Management LLC
N/A—115,464-115,464-100%$11.8M———
Prasad Wealth Partners, LLC
N/A—115,320-115,320-100%$11.8M———
Talon Private Wealth, LLC
N/A—112,479-112,479-100%$11.5M———
Greenwich Wealth Management LLC
N/A—109,741-109,741-100%$11.2M———
Waverly Advisors, LLC
N/A—108,605-108,605-100%$11.1M———
Financial Plan, Inc.
N/A—104,859-104,859-100%$10.7M———
FLC Capital Advisors
N/A—104,401-104,401-100%$10.7M———
Greenline Partners, LLC
N/A—102,861-102,861-100%$10.5M———
Cambridge Associates LLC
N/A—98,340-98,340-100%$10.0M———
Manufacturers Life Insurance Company, the
N/A—98,000-98,000-100%$10.0M———
Rockefeller Capital Management L.P.
N/A—96,606-96,606-100%$9.9M———
Summit Trail Advisors, LLC
N/A—95,428-95,428-100%$9.7M———
Prime Buchholz LLC
N/A—94,283-94,283-100%$9.6M———
Lutz Financial Services LLC
N/A—91,521-91,521-100%$9.3M———
Equitable Holdings, Inc.
N/A—91,287-91,287-100%$9.3M———
Trivant Custom Portfolio Group, LLC
N/A—90,872-90,872-100%$9.3M———
Foundations Investment Advisors, LLC
N/A—90,552-90,552-100%$9.3M———
CreativeOne Wealth, LLC
N/A—89,312-89,312-100%$9.1M———
Envestnet Portfolio Solutions, Inc.
N/A—86,146-86,146-100%$8.8M———
Private Advisory Group LLC
N/A—82,255-82,255-100%$8.4M———
Stephens Inc
N/A—79,536-79,536-100%$8.1M———
Blair William & Co
N/A—79,189-79,189-100%$8.1M———
First Trust Bank, Ltd.
N/A—78,354-78,354-100%$8.0M———
Sanctuary Advisors, LLC
N/A—75,596-75,596-100%$7.7M———
Focus Partners Wealth
N/A—75,419-75,419-100%$7.7M———
Consilio Wealth Advisors, LLC
N/A—74,752-74,752-100%$7.6M———
Mariner, LLC
N/A—68,435-68,435-100%$7.0M———
First American Trust, FSB
N/A—66,640-66,640-100%$6.8M———
Canal Capital Management, LLC
N/A—66,354-66,354-100%$6.8M———
Kiker Wealth Management, LLC
N/A—65,003-65,003-100%$6.6M———
Arkadios Wealth Advisors
N/A—63,796-63,796-100%$6.5M———
CIBC World Market Inc.
N/A—62,902-62,902-100%$6.4M———
Bleakley Financial Group, LLC
N/A—61,775-61,775-100%$6.3M———
Bridge Generations Wealth Management LLC
N/A—61,524-61,524-100%$6.3M———
Cornerstone Financial Group, LLC
N/A—59,141-59,141-100%$6.0M———
Advisory Services Network, LLC
N/A—58,383-58,383-100%$6.0M———
Summit Financial, LLC
N/A—57,757-57,757-100%$5.9M———
Wealthspire Retirement, LLC
N/A—56,382-56,382-100%$5.7M———
D L Carlson Investment Group Inc
N/A—54,997-54,997-100%$5.6M———
Performance Wealth Partners, LLC
N/A—54,213-54,213-100%$5.5M———
Tower Research Capital LLC (TRC)
N/A—50,062-50,062-100%$5.1M———
Wealthspan Partners, LLC
N/A—49,432-49,432-100%$5.0M———
Brookwood Investment Group LLC
N/A—47,845-47,845-100%$4.9M———
Fairview Capital Investment Management, LLC
N/A—47,748-47,748-100%$4.9M———
Copia Wealth Management
N/A—45,340-45,340-100%$4.6M———
Merit Financial Group, LLC
N/A—43,998-43,998-100%$4.5M———
Bank of Montreal
N/A—43,737-43,737-100%$4.5M———
BNP Paribas Financial Markets
N/A—42,958-42,958-100%$4.4M———
United Capital Financial Advisors, LLC
N/A—42,764-42,764-100%$4.4M———
Dogwood Wealth Management LLC
N/A—41,235-41,235-100%$4.2M———
&partners
N/A—40,941-40,941-100%$4.2M———
Baird Financial Group, Inc.
N/A—40,770-40,770-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—38,810-38,810-100%$4.0M———
Private Advisor Group, LLC
N/A—37,781-37,781-100%$3.9M———
Hudson Portfolio Management LLC
N/A—37,523-37,523-100%$3.8M———
American Wealth Advisors, LLC
N/A—36,327-36,327-100%$3.7M———
Regal Investment Advisors LLC
N/A—34,172-34,172-100%$3.5M———
Passive Capital Management, Llc.
N/A—33,912-33,912-100%$3.5M———
Madden Advisory Services, Inc.
N/A—33,682-33,682-100%$3.4M———
Victory Capital Management Inc
N/A—33,552-33,552-100%$3.4M———
Koss-Olinger Consulting, LLC
N/A—33,399-33,399-100%$3.4M———
VAN Strum & Towne Inc.
N/A—31,439-31,439-100%$3.2M———
Van Hulzen Asset Management, LLC
N/A—30,690-30,690-100%$3.1M———
Carr Financial Group Corp
N/A—29,897-29,897-100%$3.1M———
Mutual Advisors, LLC
N/A—28,647-28,647-100%$2.9M———
Beckerman Institutional, LLC
N/A—28,251-28,251-100%$2.9M———
Edgestream Partners, L.P.
N/A—27,318-27,318-100%$2.8M———
Captrust Financial Advisors
N/A—25,324-25,324-100%$2.6M———
Godfrey Financial Associates, Inc.
N/A—25,109-25,109-100%$2.6M———
Aptus Capital Advisors, LLC
N/A—24,654-24,654-100%$2.5M———
Traub Capital Management LLC
N/A—23,947-23,947-100%$2.4M———
Blue Edge Capital, LLC
N/A—23,788-23,788-100%$2.4M———
Silver OAK Securities, Incorporated
N/A—22,800-22,800-100%$2.3M———
Amara Financial, Llc.
N/A—21,152-21,152-100%$2.2M———
Belpointe Asset Management LLC
N/A—21,110-21,110-100%$2.2M———
Seeds Investor LLC
N/A—20,717-20,717-100%$2.1M———
Prudential PLC
N/A—20,630-20,630-100%$2.1M———
Global Retirement Partners, LLC
N/A—20,622-20,622-100%$2.1M———
Independent Family Office, LLC
N/A—20,570-20,570-100%$2.1M———
Mustico Financial Group, Inc.
N/A—20,567-20,567-100%$2.1M———
Roundview Capital LLC
N/A—20,431-20,431-100%$2.1M———
Citadel Advisors LLC
N/A—20,373-20,373-100%$2.1M———
Paladin Advisory Group, LLC
N/A—19,871-19,871-100%$2.0M———
One Wealth Map LLC
N/A—19,534-19,534-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—19,320-19,320-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—19,162-19,162-100%$2.0M———
Tyche Wealth Partners LLC
N/A—19,099-19,099-100%$2.0M———
Capasso Planning Partners LLC
N/A—18,995-18,995-100%$1.9M———
EQ Wealth Advisors, LLC
N/A—18,581-18,581-100%$1.9M———
Savvy Advisors, Inc.
N/A—17,833-17,833-100%$1.8M———
McCartney Wealth Management LLC
N/A—16,643-16,643-100%$1.7M———
Roberts Glore & Co Inc
N/A—16,194-16,194-100%$1.7M———
Whittier Trust Co
N/A—15,971-15,971-100%$1.6M———
JPL Wealth Management, LLC
N/A—15,482-15,482-100%$1.6M———
Vertex Planning Partners, LLC
N/A—15,000-15,000-100%$1.5M———
Rathbones Group PLC
N/A—14,313-14,313-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—14,248-14,248-100%$1.5M———
Intentional Wealth Strategies, LLC
N/A—14,222-14,222-100%$1.5M———
Stillwater Private Wealth, LLC
N/A—14,005-14,005-100%$1.4K———
Tidal Investments LLC
N/A—13,841-13,841-100%$1.4M———
TAGStone Capital, Inc.
N/A—13,781-13,781-100%$1.4M———
Wealthgarden F.S. LLC
N/A—13,588-13,588-100%$1.4M———
Cardiff Park Advisors, LLC
N/A—13,292-13,292-100%$1.4M———
Tidemark, LLC
N/A—12,953-12,953-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—12,842-12,842-100%$1.3M———
Level Four Advisory Services, LLC
N/A—12,809-12,809-100%$1.3M———
Nwam LLC
N/A—12,731-12,731-100%$1.3M———
Comprehensive Money Management Services LLC
N/A—12,603-12,603-100%$1.3M———
GatePass Capital, LLC
N/A—12,151-12,151-100%$1.2M———
Silver OAK Wealth Advisors Services, LLC
N/A—11,965-11,965-100%$1.2M———
Brand Asset Management Group, Inc.
N/A—11,358-11,358-100%$1.2M———
Jump Financial, LLC
N/A—11,262-11,262-100%$1.2M———
BFC Planning, Inc.
N/A—11,045-11,045-100%$1.1M———
Keebeck Wealth Management
N/A—10,731-10,731-100%$1.1M———
Capital Analysts, LLC
N/A—10,309-10,309-100%$1.1M———
Fortis Advisors, LLC
N/A—10,136-10,136-100%$1.0M———
IHT Wealth Management, LLC
N/A—10,029-10,029-100%$1.0M———
Strathmore Capital Advisors, Inc.
N/A—9,987-9,987-100%$1.0M———
Scotia Capital Inc.
N/A—9,921-9,921-100%$1.0M———
Empirical Asset Management, LLC
N/A—9,735-9,735-100%$994.5K———
One Wealth Advisors, LLC
N/A—9,584-9,584-100%$979.1K———
AQR Capital Management LLC
N/A—9,405-9,405-100%$960.8K———
Cascade Financial Partners, LLC
N/A—8,830-8,830-100%$902.0K———
Collier Financial
N/A—8,814-8,814-100%$900.4K———
Snowden Capital Advisors LLC
N/A—8,630-8,630-100%$881.7K———
First National Bank & Trust Co of Newtown
N/A—8,596-8,596-100%$871.3K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—8,585-8,585-100%$877.0K———
WealthShield Partners, LLC
N/A—8,001-8,001-100%$817.4K———
First National Bank of Omaha
N/A—7,899-7,899-100%$807.4K———
Gateway Wealth Partners, LLC
N/A—7,807-7,807-100%$797.5K———
LaSalle St. Investment Advisors, LLC
N/A—7,771-7,771-100%$793.9K———
Rothschild Capital Partners, LLC
N/A—7,698-7,698-100%$786.4K———
Stokes Family Office, LLC
N/A—7,642-7,642-100%$780.7K———
Allworth Financial LP
N/A—7,535-7,535-100%$769.7K———
Wealthspire Advisors, LLC
N/A—7,423-7,423-100%$758.3K———
Potomac Fund Management Inc
N/A—7,268-7,268-100%$742.5K———
Oakmont Advisory Group, LLC
N/A—7,151-7,151-100%$730.5K———
PW Advisors, LLC \ FL
N/A—7,088-7,088-100%$724.1K———
Cornerstone Financial Management LLC
N/A—7,013-7,013-100%$716.5K———
Disciplined Investments, LLC
N/A—6,913-6,913-100%$706.2K———
Insigneo Advisory Services, LLC
N/A—6,892-6,892-100%$704.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,847-6,847-100%$699.4K———
Arax Advisory Partners
N/A—6,745-6,745-100%$689.0K———
EP Wealth Advisors, LLC
N/A—6,699-6,699-100%$684.4K———
Quantinno Capital Management LP
N/A—6,679-6,679-100%$682.3K———
Verity Wealth Advisors
N/A—6,583-6,583-100%$672.5K———
Wealth Alliance, LLC
N/A—6,429-6,429-100%$656.8K———
Stratos Wealth Partners, Ltd.
N/A—6,395-6,395-100%$653.3K———
Harbour Investments, Inc.
N/A—6,376-6,376-100%$651.4K———
Sharp Wealth Advisory, LLC
N/A—6,321-6,321-100%$645.7K———
Atlas Capital Advisors Inc.
N/A—6,285-6,285-100%$642.1K———
BTG Pactual Asset Management US LLC
N/A—6,175-6,175-100%$638.9K———
Global Endowment Management, LP
N/A—6,151-6,151-100%$628.0K———
PFG Investments, LLC
N/A—6,114-6,114-100%$624.6K———
Geneos Wealth Management Inc.
N/A—5,998-5,998-100%$612.8K———
Curtis Wealth Management LLC
N/A—5,819-5,819-100%$594.5K———
OneAscent Financial Services LLC
N/A—5,724-5,724-100%$584.8K———
Perennial Investment Advisors, LLC
N/A—5,634-5,634-100%$575.6K———
Main Street Financial Solutions, LLC
N/A—5,500-5,500-100%$561.8K———
Principal Securities, Inc.
N/A—5,368-5,368-100%$548.4K———
Synergy Investment Management, LLC
N/A—5,221-5,221-100%$533.4K———
Sequoia Financial Advisors, LLC
N/A—5,176-5,176-100%$528.8K———
Hilltop Holdings Inc.
N/A—5,151-5,151-100%$526.2K———
Stratos Investment Management, LLC
N/A—5,095-5,095-100%$520.5K———
Wallace Advisory Group, LLC
N/A—5,086-5,086-100%$519.6K———
Marex Group Ltd
N/A—5,000-5,000-100%$510.8K———
Lowe Brockenbrough & Co Inc
N/A—4,986-4,986-100%$509.4K———
RIK Saylor Financial, Inc.
N/A—4,961-4,961-100%$506.8K———
Boston Family Office LLC
N/A—4,949-4,949-100%$506.0K———
Clear Investment Research, LLC
N/A—4,885-4,885-100%$499.0K———
Grand Wealth Management, LLC
N/A—4,883-4,883-100%$498.8K———
Eaton Financial Holdings Company, LLC
N/A—4,729-4,729-100%$483.1K———
Western Wealth Management, LLC
N/A—4,721-4,721-100%$482.3K———
Centaurus Financial, Inc.
N/A—4,721-4,721-100%$482.0K———
Strategies Wealth Advisors, LLC
N/A—4,700-4,700-100%$480.2K———
Lansing Street Advisors
N/A—4,641-4,641-100%$474.1K———
Mountain Capital Investment Advisors Inc.
N/A—4,616-4,616-100%$471.6K———
Mayflower Financial Advisors, LLC
N/A—4,597-4,597-100%$469.7K———
Jaffetilchin Investment Partners, LLC
N/A—4,531-4,531-100%$462.8K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—4,526-4,526-100%$462.4K———
Brown Advisory Inc
N/A—4,306-4,306-100%$439.9K———
Keel Point, LLC
N/A—4,229-4,229-100%$432.1K———
Adar1 Capital Management, LLC
N/A—4,000-4,000-100%$408.6K———
Berger Financial Group, Inc
N/A—3,801-3,801-100%$388.3K———
Composition Wealth, LLC
N/A—3,732-3,732-100%$381.3K———
Fiduciary Trust Co
N/A—3,662-3,662-100%$374.1K———
Nuveen, LLC
N/A—3,584-3,584-100%$366.1K———
Arrowroot Family Office, LLC
N/A—3,560-3,560-100%$363.7K———
Chokshi & Queen Wealth Advisors, Inc
N/A—3,527-3,527-100%$360.3K———
Wellington-Altus USA Inc.
N/A—3,492-3,492-100%$361.2K———
M&T Bank Corp
N/A—3,474-3,474-100%$354.9K———
Rehmann Capital Advisory Group
N/A—3,471-3,471-100%$354.6K———
Cary Street Partners Financial LLC
N/A—3,469-3,469-100%$354.4K———
ATLas Financial Planning LLC
N/A—3,469-3,469-100%$354.4K———
Atlas Legacy Advisors, LLC
N/A—3,424-3,424-100%$349.8K———
Invst, LLC
N/A—3,409-3,409-100%$348.3K———
Walter & Keenan Wealth Management LLC
N/A—3,357-3,357-100%$342.9K———
HighPoint Advisor Group LLC
N/A—3,353-3,353-100%$342.5K———
LifePlan Investment Advisors, Inc.
N/A—3,321-3,321-100%$339.3K———
Ameritas Investment Partners, Inc.
N/A—3,269-3,269-100%$333.9K———
Dock Street Asset Management Inc
N/A—3,265-3,265-100%$333.6K———
Morton Community Bank
N/A—3,200-3,200-100%$326.9K———
Kovack Advisors, Inc.
N/A—3,198-3,198-100%$324.6K———
Advyzon Investment Management, LLC
N/A—3,186-3,186-100%$325.5K———
Safeguard Investment Advisory Group, LLC
N/A—3,165-3,165-100%$323.3K———
Shared Vision Wealth Group LLC
N/A—3,133-3,133-100%$320.1K———
Maridea Wealth Management LLC
N/A—3,129-3,129-100%$319.7K———
Keystone Financial Services
N/A—3,117-3,117-100%$318.4K———
CIBC Bancorp USA Inc.
N/A—3,089-3,089-100%$315.6K———
Satovsky Asset Management LLC
N/A—2,962-2,962-100%$302.6K———
Addison Advisors LLC
N/A—2,935-2,935-100%$299.8K———
Rothschild Wealth LLC
N/A—2,833-2,833-100%$289.5K———
Chatterton & Associates Inc.
N/A—2,699-2,699-100%$273.5K———
Northern Trust Corp
N/A—2,601-2,601-100%$265.7K———
Bravias Capital Group, LLC
N/A—2,564-2,564-100%$261.9K———
Strategic Advisory Partners, LLC
N/A—2,455-2,455-100%$250.8K———
Theory Financial LLC
N/A—2,452-2,452-100%$250.5K———
Gladstone Institutional Advisory LLC
N/A—2,439-2,439-100%$249.2K———
Barnes Wealth Management Group, Inc
N/A—2,428-2,428-100%$248.0K———
Sykon Capital LLC
N/A—2,404-2,404-100%$245.6K———
Kickstand Ventures, Llc.
N/A—2,400-2,400-100%$245.2K———
Hirtle & Co., LLC
N/A—2,390-2,390-100%$244.2K———
Great Valley Advisor Group, Inc.
N/A—2,364-2,364-100%$241.7K———
Acorns Advisers, LLC
N/A—2,332-2,332-100%$238.0K———
Adams Wealth Management
N/A—2,299-2,299-100%$234.9K———
CacheTech Inc.
N/A—2,299-2,299-100%$234.9K———
Sandy Cove Advisors, LLC
N/A—2,299-2,299-100%$234.9K———
Legacy Financial Group LLC
N/A—2,272-2,272-100%$232.1K———
Venturi Wealth Management, LLC
N/A—2,254-2,254-100%$230.2K———
Prosperity Consulting Group, LLC
N/A—2,190-2,190-100%$223.7K———
GeoWealth Management, LLC
N/A—2,156-2,156-100%$220.3K———
Ascension Capital Advisors, Inc.
N/A—2,134-2,134-100%$218.0K———
Liberty Wealth Management LLC
N/A—2,098-2,098-100%$217.0K———
Alaska Permanent Capital Management, LLC
N/A—2,088-2,088-100%$213.1K———
VestGen Investment Management
N/A—2,035-2,035-100%$207.9K———
Continuum Advisory, LLC
N/A—2,010-2,010-100%$205.4K———
Sterneck Capital Management, LLC
N/A—2,000-2,000-100%$204.3K———
FLP Wealth Management, LLC
N/A—1,992-1,992-100%$203.5K———
Pine Harbor Wealth Management, LLC
N/A—1,979-1,979-100%$202.2K———
Icon Wealth Advisors, LLC
N/A—1,970-1,970-100%$201.2K———
Beaird Harris Wealth Management, LLC
N/A—1,945-1,945-100%$198.7K———
EFG International AG
N/A—1,659-1,659-100%$169.5K———
Strategic Wealth Partners, Ltd.
N/A—1,615-1,615-100%$165.0K———
Medallion Wealth Advisors, LLC
N/A—1,466-1,466-100%$141.7K———
Transamerica Financial Advisors, LLC
N/A—1,392-1,392-100%$142.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,294-1,294-100%$132.2K———
WealthCollab, LLC
N/A—1,275-1,275-100%$130.3K———
Raffa Wealth Management, LLC
N/A—1,188-1,188-100%$121.4K———
Highland Investment Advisors LLC
N/A—1,092-1,092-100%$111.5K———
TD Capital Management LLC
N/A—1,079-1,079-100%$110.2K———
Motco
N/A—962-962-100%$98.3K———
Vision Retirement, LLC
N/A—881-881-100%$90.0K———
Founders Financial Alliance, LLC
N/A—880-880-100%$89.9K———
Cary Street Partners Investment Advisory LLC
N/A—880-880-100%$89.9K———
Crewe Advisors LLC
N/A—816-816-100%$83.4K———
C M Bidwell & Associates LTD
N/A—515-515-100%$52.6K———
Clearstead Advisors, LLC
N/A—442-442-100%$45.2K———
Chesapeake Asset Management LLC
N/A—437-437-100%$44.6K———
Imprint Wealth LLC
N/A—418-418-100%$42.7K———
National Bank of Canada
N/A—399-399-100%$40.7K———
Huntington National Bank
N/A—388-388-100%$39.6K———
Boyd Watterson Asset Management LLC
N/A—329-329-100%$33.6K———
Ameriflex Group, Inc.
N/A—322-322-100%$32.9K———
Fiduciary Financial Advisors
N/A—247-247-100%$25.2K———
Capital Advisor Network LLC
N/A—191-191-100%$19.5K———
Strive Financial Group,LLC
N/A—181-181-100%$18.5K———
Oxford Financial Group, Ltd. LLC
N/A—152-152-100%$15.5K———
Colonial Trust Co / SC
N/A—143-143-100%$14.6K———
Franklin Resources Inc
N/A—136-136-100%$13.9K———
Atlantic Union Bankshares Corp
N/A—100-100-100%$10.2K———
Aventura Private Wealth, LLC
N/A—100-100-100%$10.2K———
HFM Investment Advisors, LLC
N/A—95-95-100%$9.6K———
LRI Investments, LLC
N/A—72-72-100%$7.4K———
Park Place Capital Corp
N/A—53-53-100%$5.4K———
Federation des caisses Desjardins du Quebec
N/A—48-48-100%$4.9K———
Orion Capital Management LLC
N/A—47-47-100%$4.8K———
FAS Wealth Partners, Inc.
N/A—40-40-100%$4.1K———
Smartleaf Asset Management LLC
N/A—38-38-100%$3.9K———
Richard W. Paul & Associates, LLC
N/A—34-34-100%$3.5K———
GW&K Investment Management, LLC
N/A—31-31-100%$3———
Westfuller Advisors, LLC
N/A—20-20-100%$2.1K———
Bellevue Asset Management, LLC
N/A—13-13-100%$1.3K———
Kerr Financial Planning Corp
N/A—11-11-100%$1.1K———
Fortis Group Advisors, LLC
N/A—3-3-100%$306———
Darwin Wealth Management, LLC
N/A—2-2-100%$213———
Russell Investments Group, Ltd.
N/A—2-2-100%$204———
Dunhill Financial, LLC
N/A—1-1-100%$102———
Longview Financial Advisors LLC
N/A—1-1-100%$103———
SOA Wealth Advisors, Llc.
N/A—1-1-100%$102———
Boreal Capital Management LLC
N/A—00—$20.4K———
Showing 886 of 886 institutions