IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Msci USA Value Facto (VLUE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Matson Money. Inc.
DECREASED
Shares1,952,178 from 2,285,925
Change-333,747 (-15%)
Value$386.5M (-$70.2M)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares460,054 from 427,319
Change+32,735 (+8%)
Value$91.1M (+$5.7M)
Filed 2026-10-20
State of Michigan Retirement System
INCREASED
Shares255,600 from 218,300
Change+37,300 (+17%)
Value$50.6M (+$7.0M)
Filed 2026-10-27
Mullooly Asset Management, Inc.
DECREASED
Shares231,404 from 231,953
Change-549 (0%)
Value$45.8M (-$528.9K)
Filed 2026-10-30
Marks Wealth, LLC
DECREASED
Shares179,919 from 541,454
Change-361,535 (-67%)
Value$35.6M (-$72.6M)
Filed 2026-10-30
Systelligence, LLC
INCREASED
Shares157,366 from 78,932
Change+78,434 (+99%)
Value$6.8M (-$8.9M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares145,715 from 147,285
Change-1,570 (-1%)
Value$28.9M (-$577.3K)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares144,663 from 141,532
Change+3,131 (+2%)
Value$28.6M (+$363.8K)
Filed 2026-11-04
Insight Wealth Strategies, LLC
DECREASED
Shares138,537 from 151,486
Change-12,949 (-9%)
Value$27.4M (-$2.2M)
Filed 2026-10-09
Stonehearth Capital Management, LLC
INCREASED
Shares136,873 from 136,475
Change+398 (+0%)
Value$27.1M (-$168.2K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares121,254 from 135,522
Change-14,268 (-11%)
Value$24.0M (-$3.1M)
Filed 2026-11-04
SMI Advisory Services, LLC
NEW
Shares97,923
Change+97,923
Value$19.5M
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares80,691 from 80,703
Change-12 (0%)
Value$16.0M (-$148.3K)
Filed 2026-10-23
Southern Farm Bureau Life Insurance
NEW
Shares75,305
Change+75,305
Value$14.9K
Filed 2026-10-15
Basso Capital Management, L.P.
INCREASED
Shares71,029 from 68,959
Change+2,070 (+3%)
Value$14.1M (+$285.0K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares57,668 from 50,619
Change+7,049 (+14%)
Value$11.4M (+$1.3M)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares53,510 from 54,966
Change-1,456 (-3%)
Value$10.6M (-$387.9K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares48,879 from 45,050
Change+3,829 (+9%)
Value$9.7M (+$676.5K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares46,992 from 68,554
Change-21,562 (-31%)
Value$9.3K (-$13.7M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares45,647 from 5,024
Change+40,623 (+809%)
Value$9.0M (+$8.0M)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares44,636 from 121,806
Change-77,170 (-63%)
Value$8.8M (-$15.5M)
Filed 2026-10-13
Anderson Hoagland & Co
DECREASED
Shares39,667 from 41,637
Change-1,970 (-5%)
Value$7.7M (-$632.1K)
Filed 2026-10-23
Interchange Capital Partners, LLC
INCREASED
Shares39,583 from 39,396
Change+187 (+0%)
Value$7.8M (-$34.2K)
Filed 2026-10-28
Tactive Advisors, LLC
INCREASED
Shares39,343 from 33,334
Change+6,009 (+18%)
Value$7.8M (+$1.1M)
Filed 2026-10-08
Evergreen Capital Management LLC
INCREASED
Shares39,296 from 39,295
Change+1 (0%)
Value$7.8M (-$70.9K)
Filed 2026-10-23
Well Done, LLC
INCREASED
Shares39,237 from 39,135
Change+102 (+0%)
Value$7.8M (-$50.7K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares39,234 from 29,690
Change+9,544 (+32%)
Value$7.8M (+$1.8M)
Filed 2026-11-02
LCW Services, LLC
INCREASED
Shares37,307 from 35,761
Change+1,546 (+4%)
Value$7.4M (+$241.4K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
INCREASED
Shares36,145 from 35,936
Change+209 (+1%)
Value$7.2M (-$23.8K)
Filed 2026-11-03
Ocean Park Asset Management, LLC
INCREASED
Shares33,196 from 32,980
Change+216 (+1%)
Value$6.6M (-$16.9K)
Filed 2026-10-21
Arrow Investment Advisors, LLC
DECREASED
Shares31,826 from 31,947
Change-121 (0%)
Value$6.3M (-$81.8K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares31,728 from 23,173
Change+8,555 (+37%)
Value$6.3M (+$1.7M)
Filed 2026-10-30
Peddock Capital Advisors, LLC
DECREASED
Shares31,277 from 32,621
Change-1,344 (-4%)
Value$6.2M (-$325.1K)
Filed 2026-10-16
First Financial Bank - Trust Division
DECREASED
Shares29,286 from 60,249
Change-30,963 (-51%)
Value$5.8M (-$6.2M)
Filed 2026-10-01
Park Avenue Securities LLC
DECREASED
Shares29,156 from 60,490
Change-31,334 (-52%)
Value$5.8K (-$12.1M)
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares29,068 from 31,114
Change-2,046 (-7%)
Value$5.8M (-$461.4K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares25,451 from 28,410
Change-2,959 (-10%)
Value$5.0M (+$999.6K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares25,267 from 26,129
Change-862 (-3%)
Value$5.0M (-$218.1K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares25,151 from 43,106
Change-17,955 (-42%)
Value$5.0M (-$3.6M)
Filed 2026-11-05
Keystone Global Partners, LLC
INCREASED
Shares24,373 from 23,420
Change+953 (+4%)
Value$4.8M (+$146.2K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares24,015 from 25,037
Change-1,022 (-4%)
Value$4.8M (-$247.7K)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares22,681 from 19,475
Change+3,206 (+16%)
Value$4.5M (+$599.4K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares22,073 from 17,089
Change+4,984 (+29%)
Value$4.4M (+$955.9K)
Filed 2026-10-16
Apex Wealth Management, LLC
INCREASED
Shares21,736 from 21,633
Change+103 (+0%)
Value$4.3M (-$18.8K)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares20,046 from 19,930
Change+116 (+1%)
Value$4.0M (-$13.1K)
Filed 2026-10-21
Trilogy Capital Inc.
DECREASED
Shares19,259 from 20,761
Change-1,502 (-7%)
Value$3.8M (-$335.1K)
Filed 2026-10-20
Juncture Wealth Strategies, LLC
INCREASED
Shares19,091 from 18,364
Change+727 (+4%)
Value$3.8M (+$110.7K)
Filed 2026-10-06
Cannon Financial Strategists, Inc.
DECREASED
Shares18,456 from 18,831
Change-375 (-2%)
Value$3.7M (-$108.3K)
Filed 2026-10-19
Eagle Strategies LLC
INCREASED
Shares18,229 from 18,019
Change+210 (+1%)
Value$3.6M (+$9.2K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares17,844 from 14,685
Change+3,159 (+22%)
Value$3.5M (+$598.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares17,722 from 17,467
Change+255 (+1%)
Value$3.5M (+$18.9K)
Filed 2026-10-15
Genus Capital Management Inc.
DECREASED
Shares16,814 from 17,354
Change-540 (-3%)
Value$3.3M (-$138.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,954 from 20,332
Change-4,378 (-22%)
Value$3.2M (-$779.6K)
Filed 2026-10-13
JDH Wealth Management, LLC
DECREASED
Shares15,798 from 16,094
Change-296 (-2%)
Value$3.1M (-$87.7K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares15,400 from 14,070
Change+1,330 (+9%)
Value$3.0M (+$237.9K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,298 from 14,795
Change+503 (+3%)
Value$3.0M (+$72.8K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares14,545 from 15,078
Change-533 (-4%)
Value$2.9M (-$132.7K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares14,225 from 15,125
Change-900 (-6%)
Value$2.8M (-$204.3K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares14,036 from 12,559
Change+1,477 (+12%)
Value$2.8M (+$269.8K)
Filed 2026-10-14
Swmg, LLC
INCREASED
Shares13,346 from 13,181
Change+165 (+1%)
Value$2.6M (+$12.3K)
Filed 2026-10-23
Absolute Capital Management, LLC
DECREASED
Shares13,137 from 15,534
Change-2,397 (-15%)
Value$2.6M (-$502.7K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares12,565 from 22,840
Change-10,275 (-45%)
Value$2.5M (-$2.1M)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares12,402 from 24,041
Change-11,639 (-48%)
Value$2.5M (-$2.3M)
Filed 2026-10-30
Synergy Asset Management, LLC
DECREASED
Shares12,390 from 19,244
Change-6,854 (-36%)
Value$2.5M (-$1.4M)
Filed 2026-11-05
Simon Quick Advisors, LLC
UNCHANGED
Shares12,216 from 12,216
Change0 (0%)
Value$2.4M (-$22.1K)
Filed 2026-10-26
RHS Financial, LLC
INCREASED
Shares12,145 from 9,869
Change+2,276 (+23%)
Value$2.4M (+$432.7K)
Filed 2026-10-13
Saxon Interests, Inc.
DECREASED
Shares12,035 from 13,828
Change-1,793 (-13%)
Value$2.4M (-$380.0K)
Filed 2026-10-26
Keystone Financial Group, Inc.
INCREASED
Shares11,288 from 11,234
Change+54 (+0%)
Value$2.2M (-$9.7K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares11,043 from 3,686
Change+7,357 (+200%)
Value$2.2M (+$1.5M)
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares10,625 from 1,299
Change+9,326 (+718%)
Value$2.1M (+$1.8M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares10,604 from 11,226
Change-622 (-6%)
Value$2.1M (-$143.5K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares9,630 from 9,673
Change-43 (0%)
Value$1.9M (-$26.0K)
Filed 2026-10-20
LS Investment Advisors, LLC
DECREASED
Shares9,622 from 9,859
Change-237 (-2%)
Value$1.9M (-$64.8K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
INCREASED
Shares9,488 from 9,482
Change+6 (+0%)
Value$1.9M (-$16.0K)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
DECREASED
Shares9,475 from 10,057
Change-582 (-6%)
Value$1.9M (-$133.4K)
Filed 2026-10-19
Almanack Investment Partners, Llc.
UNCHANGED
Shares9,454 from 9,454
Change0 (0%)
Value$1.9M (-$17.1K)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares9,414 from 10,003
Change-589 (-6%)
Value$1.9M (-$134.7K)
Filed 2026-10-30
Keybank National Association
DECREASED
Shares8,518 from 9,029
Change-511 (-6%)
Value$1.7M (-$117.5K)
Filed 2026-11-04
Vision Capital Management, Inc.
UNCHANGED
Shares7,778 from 7,778
Change0 (0%)
Value$1.5M (-$14.1K)
Filed 2026-10-20
Heirloom Wealth Management
UNCHANGED
Shares7,743 from 7,743
Change0 (0%)
Value$1.5M (-$14.0K)
Filed 2026-10-14
Traveka Wealth, LLC
DECREASED
Shares7,464 from 7,475
Change-11 (0%)
Value$1.5M (-$15.7K)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares7,433 from 7,822
Change-389 (-5%)
Value$1.5M (-$91.3K)
Filed 2026-10-22
Power Wealth Management LLC
INCREASED
Shares7,030 from 6,891
Change+139 (+2%)
Value$1.4M (+$14.9K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares6,531 from 6,671
Change-140 (-2%)
Value$1.3M (-$39.8K)
Filed 2026-10-23
Greenleaf Trust
UNCHANGED
Shares6,525 from 6,525
Change0 (0%)
Value$1.3M (-$11.8K)
Filed 2026-10-29
Financial & Tax Architects, LLC
DECREASED
Shares6,190 from 11,575
Change-5,385 (-47%)
Value$1.2M (-$1.1M)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares6,167 from 6,159
Change+8 (+0%)
Value$1.2M (-$13.4K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares6,058 from 6,189
Change-131 (-2%)
Value$1.2K (-$1.2M)
Filed 2026-10-22
San Luis Wealth Advisors LLC
INCREASED
Shares6,025 from 5,938
Change+87 (+1%)
Value$1.2M (+$6.3K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,921 from 2,351
Change+3,570 (+152%)
Value$1.2M (+$702.6K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares5,833 from 6,174
Change-341 (-6%)
Value$1.2M (-$85.3K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares5,734 from 5,817
Change-83 (-1%)
Value$1.1M (-$27.1K)
Filed 2026-11-05
Belvedere Trading LLC
INCREASED
Shares5,674 from 5,612
Change+62 (+1%)
Value$1.1M (+$2.1K)
Filed 2026-11-05
West Wealth Group, LLC
INCREASED
Shares5,537 from 5,511
Change+26 (+0%)
Value$1.1M (-$4.8K)
Filed 2026-10-14
Keystone Wealth Services, LLC
INCREASED
Shares5,493 from 5,490
Change+3 (+0%)
Value$1.1M (-$6.0K)
Filed 2026-11-03
First Citizens Financial Corp
DECREASED
Shares5,431 from 5,907
Change-476 (-8%)
Value$1.1M (-$104.9K)
Filed 2026-10-02
Noble Wealth Management PBC
DECREASED
Shares5,399 from 5,839
Change-440 (-8%)
Value$1.1M (-$97.7K)
Filed 2026-10-01
AWM Capital, LLC
INCREASED
Shares5,314 from 5,307
Change+7 (+0%)
Value$1.1M (-$8.2K)
Filed 2026-10-16
Cypress Wealth Services, LLC
INCREASED
Shares5,063 from 5,056
Change+7 (+0%)
Value$1.0M (+$8.0K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,878 from 5,147
Change-269 (-5%)
Value$965.7K (-$62.7K)
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares4,801 from 5,272
Change-471 (-9%)
Value$950.6K (-$102.8K)
Filed 2026-10-19
Carrera Capital Advisors
DECREASED
Shares4,683 from 4,686
Change-3 (0%)
Value$927.3K (-$9.1K)
Filed 2026-11-03
Squire Investment Management Company, LLC
UNCHANGED
Shares4,616 from 4,616
Change0 (0%)
Value$914.0K (-$8.4K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares4,542 from 4,484
Change+58 (+1%)
Value$899.4K (+$3.4K)
Filed 2026-10-16
Innovative Wealth Building LLC
DECREASED
Shares4,392 from 4,612
Change-220 (-5%)
Value$869.6K (-$51.9K)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares4,377 from 4,242
Change+135 (+3%)
Value$866.6K (+$19.1K)
Filed 2026-10-21
Tranquility Partners, LLC
DECREASED
Shares4,325 from 4,413
Change-88 (-2%)
Value$856.3K (-$25.4K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares4,277 from 3,997
Change+280 (+7%)
Value$831.7K (+$32.8K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
UNCHANGED
Shares4,271 from 4,271
Change0 (0%)
Value$845.7K (-$7.7K)
Filed 2026-11-02
Accredited Investors Inc.
INCREASED
Shares4,099 from 4,098
Change+1 (+0%)
Value$811.7K (-$7.2K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares4,097 from 4,108
Change-11 (0%)
Value$811.2K (-$9.6K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,081 from 4,047
Change+34 (+1%)
Value$808.1K (-$560)
Filed 2026-10-16
Breakwater Capital Group
DECREASED
Shares4,077 from 5,042
Change-965 (-19%)
Value$807.2K (-$200.2K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
INCREASED
Shares4,054 from 4,028
Change+26 (+1%)
Value$802.8K (-$2.1K)
Filed 2026-10-22
Archvest Wealth Advisors, Inc.
INCREASED
Shares4,004 from 3,806
Change+198 (+5%)
Value$792.8K (+$32.3K)
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$782.3K (-$7.1K)
Filed 2026-10-26
JGP Wealth Management, LLC
UNCHANGED
Shares3,866 from 3,866
Change0 (0%)
Value$765.5K (-$7.0K)
Filed 2026-10-13
Wedmont Private Capital
NEW
Shares3,799
Change+3,799
Value$760.2K
Filed 2026-10-09
Bank of New York Mellon Corp
DECREASED
Shares3,797 from 4,559
Change-762 (-17%)
Value$751.9K (-$159.1K)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
DECREASED
Shares3,774 from 3,786
Change-12 (0%)
Value$751.8K (-$8.6K)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares3,770 from 3,787
Change-17 (0%)
Value$758.1K (+$31.5K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares3,670 from 2,999
Change+671 (+22%)
Value$726.8K (+$127.6K)
Filed 2026-11-05
Bell Investment Advisors, Inc
INCREASED
Shares3,658 from 3,641
Change+17 (+0%)
Value$724.3K (-$3.1K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
DECREASED
Shares3,624 from 3,709
Change-85 (-2%)
Value$717.7K (-$23.5K)
Filed 2026-10-29
Guerra PAN Advisors, LLC
UNCHANGED
Shares3,611 from 3,611
Change0 (0%)
Value$695.6K (-$25.9K)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares3,594 from 3,538
Change+56 (+2%)
Value$711.6K (+$4.7K)
Filed 2026-10-22
Friday Financial
UNCHANGED
Shares3,568 from 3,568
Change0 (0%)
Value$714.9K (+$30.3K)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares3,565 from 8,863
Change-5,298 (-60%)
Value$705.9K (-$1.1M)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares3,497 from 3,508
Change-11 (0%)
Value$692.4K (-$8.7K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED
Shares3,454 from 3,452
Change+2 (+0%)
Value$684.0K (-$5.9K)
Filed 2026-10-08
Syntax Research, Inc.
DECREASED
Shares3,438 from 4,164
Change-726 (-17%)
Value$680.7K (-$151.4K)
Filed 2026-11-04
Lunt Capital Management, Inc.
UNCHANGED
Shares3,396 from 3,396
Change0 (0%)
Value$672.4K (-$6.1K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares3,355 from 2,622
Change+733 (+28%)
Value$664.4K (+$140.5K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares3,342 from 3,057
Change+285 (+9%)
Value$661.7K (+$50.9K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$654.4K (-$6.0K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares3,304
Change+3,304
Value$654.2K
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares3,300 from 2,847
Change+453 (+16%)
Value$653.4K (+$84.5K)
Filed 2026-10-14
BostonPremier Wealth LLC
DECREASED
Shares3,238 from 3,281
Change-43 (-1%)
Value$641.1K (-$14.6K)
Filed 2026-10-16
GEM Asset Management, LLC
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$630.6K (-$5.8K)
Filed 2026-10-13
Acropolis Investment Management, LLC
UNCHANGED
Shares3,135 from 3,135
Change0 (0%)
Value$620.7K (-$5.7K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
DECREASED
Shares3,128 from 3,150
Change-22 (-1%)
Value$626.3K (+$18.4K)
Filed 2026-10-19
Richard P Slaughter Associates Inc
DECREASED
Shares3,060 from 3,263
Change-203 (-6%)
Value$605.8K (-$46.1K)
Filed 2026-10-13
Goldstein Advisors, LLC
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$585.7K (-$5.4K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares2,938 from 2,829
Change+109 (+4%)
Value$581.7K (+$16.5K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares2,887 from 11,358
Change-8,471 (-75%)
Value$571.6K (-$1.7M)
Filed 2026-11-04
Kaufman Rossin Wealth, LLC
DECREASED
Shares2,874 from 2,917
Change-43 (-1%)
Value$569.1K (-$23)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares2,858 from 2,142
Change+716 (+33%)
Value$565.9K (+$137.9K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares2,826
Change+2,826
Value$559.5K
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares2,797 from 2,734
Change+63 (+2%)
Value$553.8K (+$7.5K)
Filed 2026-11-03
Magnus Financial Group LLC
DECREASED
Shares2,775 from 2,788
Change-13 (0%)
Value$549.4K (-$7.7K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares2,744 from 1,717
Change+1,027 (+60%)
Value$543.3K (+$200.2K)
Filed 2026-10-16
Diversified Enterprises, LLC
INCREASED
Shares2,741 from 2,676
Change+65 (+2%)
Value$542.6K (+$7.9K)
Filed 2026-10-19
Bokf, NA
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$539.6K (-$4.9K)
Filed 2026-10-27
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares2,658 from 2,646
Change+12 (+0%)
Value$526.4K (-$2.3K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares2,587 from 2,582
Change+5 (+0%)
Value$512.1K (-$3.8K)
Filed 2026-10-13
W Advisors, LLC
DECREASED
Shares2,551 from 2,552
Change-1 (0%)
Value$505.2K (-$4.6K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$496.6K (-$4.5K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares2,504 from 2,669
Change-165 (-6%)
Value$495.8K (-$37.5K)
Filed 2026-10-16
ADE, LLC
NEW
Shares2,375
Change+2,375
Value$470.2K
Filed 2026-10-29
Daymark Wealth Partners, LLC
DECREASED
Shares2,366 from 2,430
Change-64 (-3%)
Value$468.4K (-$17.1K)
Filed 2026-11-04
Montecito Bank & Trust
DECREASED
Shares2,307 from 3,028
Change-721 (-24%)
Value$456.8K (-$148.2K)
Filed 2026-10-01
Mattern Capital Management, LLC
DECREASED
Shares2,205 from 2,245
Change-40 (-2%)
Value$436.6K (-$12.0K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares2,190 from 9,888
Change-7,698 (-78%)
Value$433.6K (-$1.5M)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
DECREASED
Shares2,132 from 2,135
Change-3 (0%)
Value$422.1K (-$4.5K)
Filed 2026-10-19
Foundry Financial Group, Inc.
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$417.4K (-$3.8K)
Filed 2026-10-28
Krilogy Financial LLC
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$417.1K (-$4.1K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares2,088 from 362
Change+1,726 (+477%)
Value$413.4K (+$341.0K)
Filed 2026-10-15
Hengehold Capital Management LLC
DECREASED
Shares2,083 from 2,236
Change-153 (-7%)
Value$412.5K (-$34.4K)
Filed 2026-10-16
One Advisory Partners, LLC
DECREASED
Shares2,059 from 2,093
Change-34 (-2%)
Value$407.7K (-$10.5K)
Filed 2026-10-22
Sentinel Advisory Group, LLC
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$396.8K (-$3.6K)
Filed 2026-10-20
Nova R Wealth, Inc.
DECREASED
Shares1,944 from 1,950
Change-6 (0%)
Value$385.0K (-$4.6K)
Filed 2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares1,922 from 1,912
Change+10 (+1%)
Value$380.5K (-$1.7K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$375.6K (-$3.4K)
Filed 2026-10-15
HMV Wealth Advisors, LLC
INCREASED
Shares1,881 from 1,811
Change+70 (+4%)
Value$372.4K (+$10.6K)
Filed 2026-10-27
Wall Capital Group, Inc.
INCREASED
Shares1,871 from 1,862
Change+9 (+0%)
Value$370.4K (-$1.6K)
Filed 2026-10-14
Security Financial Services, Inc.
INCREASED
Shares1,856 from 1,517
Change+339 (+22%)
Value$367.5K (+$64.4K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,850 from 112,651
Change-110,801 (-98%)
Value$366.3K (-$22.1M)
Filed 2026-10-08
Marino, Stram & Associates LLC
INCREASED
Shares1,816 from 1,815
Change+1 (+0%)
Value$359.6K (-$3.0K)
Filed 2026-10-22
Strategic Investment Management, LLC
DECREASED
Shares1,760 from 3,000
Change-1,240 (-41%)
Value$348.5K (-$251.0K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,759 from 1,918
Change-159 (-8%)
Value$348.3K (-$35.0K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares1,754 from 1,722
Change+32 (+2%)
Value$347.2K (+$15.0K)
Filed 2026-10-26
Vilga Financial Planning LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$342.5K (-$3.1K)
Filed 2026-10-09
Visionary Wealth Advisors
DECREASED
Shares1,712 from 1,759
Change-47 (-3%)
Value$339.1K (-$12.4K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares1,711 from 1,452
Change+259 (+18%)
Value$338.7K (+$48.5K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares1,711 from 1,706
Change+5 (+0%)
Value$338.8K (-$2.0K)
Filed 2026-11-03
Legacy Advisors, LLC
INCREASED
Shares1,681 from 1,680
Change+1 (+0%)
Value$332.7K (-$3.0K)
Filed 2026-10-19
Ethic Inc.
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$331.5K (-$3.0K)
Filed 2026-11-03
Fulcrum Equity Management
DECREASED
Shares1,667 from 1,713
Change-46 (-3%)
Value$330.1K (-$12.1K)
Filed 2026-10-21
Strategic Blueprint, LLC
DECREASED
Shares1,609 from 3,538
Change-1,929 (-55%)
Value$318.7K (-$388.3K)
Filed 2026-10-22
Sharkey, Howes & Javer
INCREASED
Shares1,587 from 1,577
Change+10 (+1%)
Value$314.2K (-$874)
Filed 2026-10-22
Flagship Private Wealth, LLC
INCREASED
Shares1,585 from 1,398
Change+187 (+13%)
Value$313.8K (+$34.5K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares1,573 from 1,591
Change-18 (-1%)
Value$311.5K (-$6.5K)
Filed 2026-10-19
Successful Portfolios LLC
INCREASED
Shares1,571 from 1,568
Change+3 (+0%)
Value$313.8K (+$7.5K)
Filed 2026-10-09
CGN Advisors LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$310.2K (-$2.8K)
Filed 2026-10-21
Advisory Solutions Group, LLC
DECREASED
Shares1,548 from 3,420
Change-1,872 (-55%)
Value$306.5K (-$376.7K)
Filed 2026-10-14
Apollon Financial, LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$306.3K (-$2.8K)
Filed 2026-10-23
FSA Wealth Partners, Inc.
INCREASED
Shares1,545 from 1,273
Change+272 (+21%)
Value$305.9K (+$51.6K)
Filed 2026-10-26
Two West Capital Advisors LLC
DECREASED
Shares1,505 from 1,922
Change-417 (-22%)
Value$298.9K (-$64.3K)
Filed 2026-10-15
Watershed Private Wealth LLC
INCREASED
Shares1,446 from 1,423
Change+23 (+2%)
Value$286.3K (+$2.0K)
Filed 2026-10-30
Investmark Advisory Group LLC
INCREASED
Shares1,429 from 1,416
Change+13 (+1%)
Value$282.9K (+$11)
Filed 2026-10-27
4J Wealth Management LLC
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$282.7K (-$2.6K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares1,417 from 1,414
Change+3 (+0%)
Value$280.6K (-$1.9K)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares1,411 from 2,926
Change-1,515 (-52%)
Value$279.4K (-$305.3K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares1,410 from 1,264
Change+146 (+12%)
Value$279.2K (+$26.6K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares1,405 from 1,403
Change+2 (+0%)
Value$278.1K (-$2.3K)
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$278.2K (-$2.5K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares1,366 from 2,812
Change-1,446 (-51%)
Value$270.5K (-$291.3K)
Filed 2026-10-13
Cora Capital Advisors LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$270.3K (-$2.5K)
Filed 2026-11-02
BKM Wealth Management, LLC
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$265.7K (-$2.4K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$252.3K (+$1.7K)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares1,283 from 1,283
Change0 (0%)
Value$254.0K (-$2.3K)
Filed 2026-11-05
Golden Bell Financial Planning LLC
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$252.6K (-$2.3K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares1,254 from 1,342
Change-88 (-7%)
Value$248.4K (-$19.8K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares1,223 from 1,156
Change+67 (+6%)
Value$242.2K (+$11.2K)
Filed 2026-10-28
Traynor Capital Management, Inc.
INCREASED
Shares1,222 from 1,201
Change+21 (+2%)
Value$241.9K (+$1.8K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares1,211 from 1,195
Change+16 (+1%)
Value$239.8K (+$1.1K)
Filed 2026-10-27
Northwest Wealth Management, LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$239.6K (-$2.2K)
Filed 2026-10-30
Planned Solutions, Inc.
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$239.2K (-$2.2K)
Filed 2026-10-19
Capstone Wealth Management, LLC
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$238.0K (-$2.2K)
Filed 2026-11-02
Succession Financial, Inc.
INCREASED
Shares1,195 from 1,041
Change+154 (+15%)
Value$236.6K (+$28.6K)
Filed 2026-10-14
Northwest Wealth Advisors, LLC
INCREASED
Shares1,181 from 1,175
Change+6 (+1%)
Value$233.8K (-$1.0K)
Filed 2026-11-02
Asset One Wealth Management LLC
DECREASED
Shares1,162 from 1,200
Change-38 (-3%)
Value$230.1K (+$574)
Filed 2026-11-02
Selective Wealth Management, Inc.
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$224.1K (+$7.1K)
Filed 2026-10-16
Atticus Wealth Management, LLC
INCREASED
Shares1,142 from 1,137
Change+5 (+0%)
Value$226.1K (-$983)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares1,140 from 1,200
Change-60 (-5%)
Value$225.8K (-$14.0K)
Filed 2026-11-04
MKT Advisors LLC
NEW
Shares1,138
Change+1,138
Value$227.7K
Filed 2026-10-20
Plancorp, LLC
DECREASED
Shares1,113 from 1,228
Change-115 (-9%)
Value$216.4K (-$21.6K)
Filed 2026-11-03
Clearview Wealth Management LLC
NEW
Shares1,108
Change+1,108
Value$217.7K
Filed 2026-10-16
Klingman & Associates, LLC
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$217.2K (-$2.0K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$216.2K (-$2.0K)
Filed 2026-10-13
Brighton Jones LLC
NEW
Shares1,087
Change+1,087
Value$215.2K
Filed 2026-11-03
Crusonia Wealth Advisors LLC
DECREASED
Shares1,074 from 1,214
Change-140 (-12%)
Value$212.7K (-$29.9K)
Filed 2026-10-26
IPG Investment Advisors LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$210.9K (-$1.9K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,051 from 1,253
Change-202 (-16%)
Value$208.0K (-$42.4K)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
INCREASED
Shares1,044 from 779
Change+265 (+34%)
Value$206.7K (+$51.1K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$200.0K (-$7.3K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares1,032 from 1,027
Change+5 (+0%)
Value$204.3K (-$869)
Filed 2026-10-26
Soltis Investment Advisors LLC
NEW
Shares1,029
Change+1,029
Value$203.7K
Filed 2026-10-28
HCR Wealth Advisors
NEW
Shares1,025
Change+1,025
Value$203.0K
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares1,024 from 973
Change+51 (+5%)
Value$202.7K (+$8.3K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares1,023
Change+1,023
Value$202.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,023 from 1,018
Change+5 (+0%)
Value$202.5K (-$880)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares1,007 from 1,260
Change-253 (-20%)
Value$199.4K (-$52.4K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares960 from 933
Change+27 (+3%)
Value$190.1K (+$3.7K)
Filed 2026-10-14
Raleigh Capital Management Inc.
DECREASED
Shares930 from 983
Change-53 (-5%)
Value$184.1K (-$12.2K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$169.5K (-$1.5K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
DECREASED
Shares735 from 738
Change-3 (0%)
Value$145.5K (-$1.9K)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares705
Change+705
Value$139.5K
Filed 2026-10-21
Realta Investment Advisors
DECREASED
Shares692 from 717
Change-25 (-3%)
Value$137.0K (-$6.2K)
Filed 2026-10-14
Biltmore Family Office, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$133.7K (-$1.2K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares610
Change+610
Value$120.8K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$113.7K (-$1.0K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$102.8K (-$939)
Filed 2026-10-30
Independence Bank of Kentucky
INCREASED
Shares469 from 176
Change+293 (+166%)
Value$92.9K (+$57.7K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares466 from 414
Change+52 (+13%)
Value$92.3K (+$9.5K)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares455
Change+455
Value$90.1K
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$80.0K (-$732)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares399 from 5,532
Change-5,133 (-93%)
Value$79.0K (-$1.0M)
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$76.4K (-$699)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares365 from 245
Change+120 (+49%)
Value$72.2K (+$23.3K)
Filed 2026-10-23
Key FInancial Inc
INCREASED
Shares339 from 245
Change+94 (+38%)
Value$67.2K (+$18.3K)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares290 from 1,159
Change-869 (-75%)
Value$57.4K (-$174.2K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares282 from 342
Change-60 (-18%)
Value$55.9K (-$12.4K)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$55.2K (-$505)
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares263 from 167
Change+96 (+57%)
Value$52.2K (+$18.8K)
Filed 2026-10-26
Southern Michigan Bank & Trust
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$47.5K (-$434)
Filed 2026-10-19
Asset Dedication, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$44.2K (-$404)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares220
Change+220
Value$44.1K
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$40.6K (-$371)
Filed 2026-10-08
Morling Financial Advisors, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$35.8K (-$328)
Filed 2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$32.9K (-$301)
Filed 2026-10-15
High Point Wealth Management, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$31.3K (-$200)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$29.7K (-$272)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$29.1K (-$266)
Filed 2026-11-02
Signature Equity Partners, LLC
DECREASED
Shares146 from 187
Change-41 (-22%)
Value$28.9K (-$8.4K)
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$28.7K (-$262)
Filed 2026-11-02
Gables Capital Management Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$22.8K (-$208)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$22.8K (-$208)
Filed 2026-10-09
Holos Integrated Wealth LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$19.6K (+$78)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$20.0K (-$183)
Filed 2026-10-02
MTM Investment Management, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$19.4K (-$177)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$16.4K (-$151)
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$16.0K (+$205)
Filed 2026-10-26
Mainstream Capital Management LLC
NEW
Shares79
Change+79
Value$15.6K
Filed 2026-10-23
Balentine LLC
NEW
Shares77
Change+77
Value$15.2K
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$11.7K (-$107)
Filed 2026-10-02
Duncker Streett & Co Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$10.3K (-$94)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$10.1K (-$92)
Filed 2026-10-13
3Chopt Investment Partners, LLC
NEW
Shares50
Change+50
Value$9.9K
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$9.9K (-$91)
Filed 2026-10-29
Montag A & Associates Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$9.5K (-$87)
Filed 2026-10-29
WPG Advisers, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$8.3K (-$76)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.7K (-$71)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$6.7K (-$62)
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.7K (-$52)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.5K (-$51)
Filed 2026-10-08
Godsey & Gibb, Inc
NEW
Shares26
Change+26
Value$5.1K
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5 (-$5.0K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$4.8K (-$44)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.8K (-$34)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
NEW
Shares18
Change+18
Value$3.6K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.2K (-$20)
Filed 2026-10-06
West Paces Advisors Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.2K (-$20)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.0K (-$18)
Filed 2026-10-21
Key Capital Management, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.4K (-$13)
Filed 2026-11-03
Citizens National Bank Trust Department
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (-$11)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares4 from 35
Change-31 (-89%)
Value$782 (-$6.2K)
Filed 2026-10-16
Financial Perspectives, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$396 (-$4)
Filed 2026-11-03
Retirement Wealth Solutions LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$302 (-$1)
Filed 2026-10-07
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$137 (-$1)
Filed 2026-10-28
Vision Financial Markets LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$198 (-$2)
Filed 2026-10-22
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,871
Change-7,871 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-21
KPP Advisory Services LLC
CLOSED
Shares0 from 6,053
Change-6,053 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
VestGen Advisors, LLC
CLOSED
Shares0 from 5,443
Change-5,443 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Strategic Equity Management
CLOSED
Shares0 from 4,025
Change-4,025 (-100%)
Value$0 (-$804.2K)
Filed 2026-11-04
Moneywise, Inc.
CLOSED
Shares0 from 3,095
Change-3,095 (-100%)
Value$0 (-$618.4K)
Filed 2026-10-30
Apeiron RIA LLC
CLOSED
Shares0 from 3,082
Change-3,082 (-100%)
Value$0 (-$615.8K)
Filed 2026-10-08
Sugar Maple Asset Management, LLC
CLOSED
Shares0 from 2,685
Change-2,685 (-100%)
Value$0 (-$536.5K)
Filed 2026-10-13
Silverlake Wealth Management LLC
CLOSED
Shares0 from 2,001
Change-2,001 (-100%)
Value$0 (-$399.8K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
CLOSED
Shares0 from 1,790
Change-1,790 (-100%)
Value$0 (-$357.7K)
Filed 2026-10-23
RDA Financial Network
CLOSED
Shares0 from 1,748
Change-1,748 (-100%)
Value$0 (-$349.3K)
Filed 2026-10-15
TBH Global Asset Management, LLC
CLOSED
Shares0 from 1,407
Change-1,407 (-100%)
Value$0 (-$281.2K)
Filed 2026-11-03
StoneX Group Inc.
CLOSED
Shares0 from 1,402
Change-1,402 (-100%)
Value$0 (-$280.2K)
Filed 2026-11-03
Sweeney & Michel, LLC
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$248.4K)
Filed 2026-10-16
Seelaus Asset Management LLC
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-14
Portside Wealth Group, LLC
CLOSED
Shares0 from 1,136
Change-1,136 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-20
Vaquero Private Wealth, LTD
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$91.0K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$71.9K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$67.1K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$52.6K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$37.6K)
Filed 2026-11-04
Tompkins Financial Corp
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-05
Robinswood Financial LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-20
Tsfg, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$6)
Filed 2026-10-23
GFS Advisors, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$269.6K)
Filed 2026-11-03
NorthAvenue LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-15
Country Trust Bank
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-30
Mason Investment Advisory Services, Inc.
N/A
Shares— from 4,471,056
Change-4,471,056 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,302,880
Change-3,302,880 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,481,507
Change-1,481,507 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,344,791
Change-1,344,791 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,127,613
Change-1,127,613 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,066,732
Change-1,066,732 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,033,896
Change-1,033,896 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 981,271
Change-981,271 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 924,975
Change-924,975 (-100%)
Value—
FMR LLC
N/A
Shares— from 788,426
Change-788,426 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 678,701
Change-678,701 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 588,750
Change-588,750 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 586,569
Change-586,569 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 557,547
Change-557,547 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 398,981
Change-398,981 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 347,900
Change-347,900 (-100%)
Value—
Prudential PLC
N/A
Shares— from 330,000
Change-330,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 328,620
Change-328,620 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 319,562
Change-319,562 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 301,994
Change-301,994 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 282,246
Change-282,246 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 275,103
Change-275,103 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234,568
Change-234,568 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 220,580
Change-220,580 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 217,534
Change-217,534 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 199,422
Change-199,422 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 185,025
Change-185,025 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 170,213
Change-170,213 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 155,811
Change-155,811 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 150,258
Change-150,258 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 145,290
Change-145,290 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 145,169
Change-145,169 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 144,052
Change-144,052 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 128,980
Change-128,980 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 120,600
Change-120,600 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 120,134
Change-120,134 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 112,504
Change-112,504 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 110,611
Change-110,611 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 110,469
Change-110,469 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 108,424
Change-108,424 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 98,500
Change-98,500 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 93,366
Change-93,366 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 80,653
Change-80,653 (-100%)
Value—
EFG International AG
N/A
Shares— from 74,816
Change-74,816 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 72,474
Change-72,474 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 65,475
Change-65,475 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 65,283
Change-65,283 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 64,003
Change-64,003 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 63,608
Change-63,608 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 63,250
Change-63,250 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 58,080
Change-58,080 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 57,879
Change-57,879 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 46,219
Change-46,219 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 45,892
Change-45,892 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 45,604
Change-45,604 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,990
Change-44,990 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 41,412
Change-41,412 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 38,473
Change-38,473 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 37,652
Change-37,652 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,783
Change-36,783 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 36,670
Change-36,670 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 33,975
Change-33,975 (-100%)
Value—
Stephens Inc
N/A
Shares— from 32,316
Change-32,316 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 32,103
Change-32,103 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 31,985
Change-31,985 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 31,701
Change-31,701 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 28,370
Change-28,370 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 28,055
Change-28,055 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 27,885
Change-27,885 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 27,175
Change-27,175 (-100%)
Value—
Ndwm LLC
N/A
Shares— from 26,976
Change-26,976 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 26,922
Change-26,922 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,149
Change-26,149 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 26,061
Change-26,061 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,779
Change-25,779 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 24,858
Change-24,858 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 24,748
Change-24,748 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 24,537
Change-24,537 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 23,024
Change-23,024 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 22,785
Change-22,785 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,158
Change-22,158 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 21,785
Change-21,785 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,618
Change-21,618 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 21,440
Change-21,440 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,113
Change-21,113 (-100%)
Value—
EQ LLC
N/A
Shares— from 21,062
Change-21,062 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,298
Change-20,298 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 20,201
Change-20,201 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 18,830
Change-18,830 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,571
Change-17,571 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,244
Change-17,244 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,962
Change-16,962 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 16,155
Change-16,155 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 14,951
Change-14,951 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 14,925
Change-14,925 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,649
Change-14,649 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 14,530
Change-14,530 (-100%)
Value—
10Elms LLP
N/A
Shares— from 13,727
Change-13,727 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,688
Change-13,688 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,594
Change-13,594 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,181
Change-13,181 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,972
Change-12,972 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,922
Change-12,922 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,741
Change-12,741 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 12,376
Change-12,376 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 12,121
Change-12,121 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 11,742
Change-11,742 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 11,609
Change-11,609 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 11,548
Change-11,548 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 11,332
Change-11,332 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8,978
Change-8,978 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Invst, LLC
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
&partners
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Aspire Private Capital, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Brady Martz Wealth Solutions, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 849
Change-849 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 802
Change-802 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Barclays PLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 595
Change-595 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 594
Change-594 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 337
Change-337 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 335
Change-335 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 175
Change-175 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 158
Change-158 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 145
Change-145 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 136
Change-136 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 65
Change-65 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 22
Change-22 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Matson Money. Inc.
DECREASED1,952,1782,285,925-333,747-15%$456.8M$386.5M-$70.2M2026-10-23
Kathmere Capital Management, LLC
INCREASED460,054427,319+32,735+8%$85.4M$91.1M+$5.7M2026-10-20
State of Michigan Retirement System
INCREASED255,600218,300+37,300+17%$43.6M$50.6M+$7.0M2026-10-27
Mullooly Asset Management, Inc.
DECREASED231,404231,953-5490%$46.3M$45.8M-$528.9K2026-10-30
Marks Wealth, LLC
DECREASED179,919541,454-361,535-67%$108.2M$35.6M-$72.6M2026-10-30
Systelligence, LLC
INCREASED157,36678,932+78,434+99%$15.8M$6.8M-$8.9M2026-11-05
Commonwealth Equity Services, LLC
DECREASED145,715147,285-1,570-1%$29.4M$28.9M-$577.3K2026-11-02
AlphaCore Capital LLC
INCREASED144,663141,532+3,131+2%$28.3M$28.6M+$363.8K2026-11-04
Insight Wealth Strategies, LLC
DECREASED138,537151,486-12,949-9%$29.6M$27.4M-$2.2M2026-10-09
Stonehearth Capital Management, LLC
INCREASED136,873136,475+398+0%$27.3M$27.1M-$168.2K2026-10-13
Lido Advisors, LLC
DECREASED121,254135,522-14,268-11%$27.1M$24.0M-$3.1M2026-11-04
SMI Advisory Services, LLC
NEW97,923—+97,923——$19.5M—2026-10-13
Signaturefd, LLC
DECREASED80,69180,703-120%$16.1M$16.0M-$148.3K2026-10-23
Southern Farm Bureau Life Insurance
NEW75,305—+75,305——$14.9K—2026-10-15
Basso Capital Management, L.P.
INCREASED71,02968,959+2,070+3%$13.8M$14.1M+$285.0K2026-10-30
IFP Advisors, Inc
INCREASED57,66850,619+7,049+14%$10.1M$11.4M+$1.3M2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED53,51054,966-1,456-3%$11.0M$10.6M-$387.9K2026-10-22
Parallel Advisors, LLC
INCREASED48,87945,050+3,829+9%$9.0M$9.7M+$676.5K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED46,99268,554-21,562-31%$13.7M$9.3K-$13.7M2026-11-02
Vise Technologies, Inc.
INCREASED45,6475,024+40,623+809%$1.0M$9.0M+$8.0M2026-10-29
Foster Group, Inc.
DECREASED44,636121,806-77,170-63%$24.3M$8.8M-$15.5M2026-10-13
Anderson Hoagland & Co
DECREASED39,66741,637-1,970-5%$8.3M$7.7M-$632.1K2026-10-23
Interchange Capital Partners, LLC
INCREASED39,58339,396+187+0%$7.9M$7.8M-$34.2K2026-10-28
Tactive Advisors, LLC
INCREASED39,34333,334+6,009+18%$6.7M$7.8M+$1.1M2026-10-08
Evergreen Capital Management LLC
INCREASED39,29639,295+10%$7.9M$7.8M-$70.9K2026-10-23
Well Done, LLC
INCREASED39,23739,135+102+0%$7.8M$7.8M-$50.7K2026-10-20
Creative Planning
INCREASED39,23429,690+9,544+32%$5.9M$7.8M+$1.8M2026-11-02
LCW Services, LLC
INCREASED37,30735,761+1,546+4%$7.1M$7.4M+$241.4K2026-10-21
Tennessee Valley Asset Management Partners
INCREASED36,14535,936+209+1%$7.2M$7.2M-$23.8K2026-11-03
Ocean Park Asset Management, LLC
INCREASED33,19632,980+216+1%$6.6M$6.6M-$16.9K2026-10-21
Arrow Investment Advisors, LLC
DECREASED31,82631,947-1210%$6.4M$6.3M-$81.8K2026-11-02
Truist Financial Corp
INCREASED31,72823,173+8,555+37%$4.6M$6.3M+$1.7M2026-10-30
Peddock Capital Advisors, LLC
DECREASED31,27732,621-1,344-4%$6.5M$6.2M-$325.1K2026-10-16
First Financial Bank - Trust Division
DECREASED29,28660,249-30,963-51%$12.0M$5.8M-$6.2M2026-10-01
Park Avenue Securities LLC
DECREASED29,15660,490-31,334-52%$12.1M$5.8K-$12.1M2026-10-26
Focus Financial Network, Inc.
DECREASED29,06831,114-2,046-7%$6.2M$5.8M-$461.4K2026-10-14
SAX Wealth Advisors, LLC
DECREASED25,45128,410-2,959-10%$4.0M$5.0M+$999.6K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED25,26726,129-862-3%$5.2M$5.0M-$218.1K2026-10-30
Thrivent Financial for Lutherans
DECREASED25,15143,106-17,955-42%$8.6M$5.0M-$3.6M2026-11-05
Keystone Global Partners, LLC
INCREASED24,37323,420+953+4%$4.7M$4.8M+$146.2K2026-10-13
Avantax Planning Partners, Inc.
DECREASED24,01525,037-1,022-4%$5.0M$4.8M-$247.7K2026-11-03
Capital Investment Advisors, LLC
INCREASED22,68119,475+3,206+16%$3.9M$4.5M+$599.4K2026-10-22
SteelPeak Wealth, LLC
INCREASED22,07317,089+4,984+29%$3.4M$4.4M+$955.9K2026-10-16
Apex Wealth Management, LLC
INCREASED21,73621,633+103+0%$4.3M$4.3M-$18.8K2026-10-20
McAdam, LLC
INCREASED20,04619,930+116+1%$4.0M$4.0M-$13.1K2026-10-21
Trilogy Capital Inc.
DECREASED19,25920,761-1,502-7%$4.1M$3.8M-$335.1K2026-10-20
Juncture Wealth Strategies, LLC
INCREASED19,09118,364+727+4%$3.7M$3.8M+$110.7K2026-10-06
Cannon Financial Strategists, Inc.
DECREASED18,45618,831-375-2%$3.8M$3.7M-$108.3K2026-10-19
Eagle Strategies LLC
INCREASED18,22918,019+210+1%$3.6M$3.6M+$9.2K2026-10-16
Kestra Advisory Services, LLC
INCREASED17,84414,685+3,159+22%$2.9M$3.5M+$598.8K2026-11-02
Atria Investments, Inc
INCREASED17,72217,467+255+1%$3.5M$3.5M+$18.9K2026-10-15
Genus Capital Management Inc.
DECREASED16,81417,354-540-3%$3.5M$3.3M-$138.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED15,95420,332-4,378-22%$4.0M$3.2M-$779.6K2026-10-13
JDH Wealth Management, LLC
DECREASED15,79816,094-296-2%$3.2M$3.1M-$87.7K2026-10-20
Farther Finance Advisors, LLC
INCREASED15,40014,070+1,330+9%$2.8M$3.0M+$237.9K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED15,29814,795+503+3%$3.0M$3.0M+$72.8K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED14,54515,078-533-4%$3.0M$2.9M-$132.7K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED14,22515,125-900-6%$3.0M$2.8M-$204.3K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED14,03612,559+1,477+12%$2.5M$2.8M+$269.8K2026-10-14
Swmg, LLC
INCREASED13,34613,181+165+1%$2.6M$2.6M+$12.3K2026-10-23
Absolute Capital Management, LLC
DECREASED13,13715,534-2,397-15%$3.1M$2.6M-$502.7K2026-10-16
Gilpin Wealth Management, LLC
DECREASED12,56522,840-10,275-45%$4.6M$2.5M-$2.1M2026-10-09
Compass Financial Management LLC
DECREASED12,40224,041-11,639-48%$4.8M$2.5M-$2.3M2026-10-30
Synergy Asset Management, LLC
DECREASED12,39019,244-6,854-36%$3.8M$2.5M-$1.4M2026-11-05
Simon Quick Advisors, LLC
UNCHANGED12,21612,21600%$2.4M$2.4M-$22.1K2026-10-26
RHS Financial, LLC
INCREASED12,1459,869+2,276+23%$2.0M$2.4M+$432.7K2026-10-13
Saxon Interests, Inc.
DECREASED12,03513,828-1,793-13%$2.8M$2.4M-$380.0K2026-10-26
Keystone Financial Group, Inc.
INCREASED11,28811,234+54+0%$2.2M$2.2M-$9.7K2026-10-13
Choreo, LLC
INCREASED11,0433,686+7,357+200%$736.5K$2.2M+$1.5M2026-10-28
Quartz Partners, LLC
INCREASED10,6251,299+9,326+718%$259.6K$2.1M+$1.8M2026-11-03
Assetmark, Inc
DECREASED10,60411,226-622-6%$2.2M$2.1M-$143.5K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED9,6309,673-430%$1.9M$1.9M-$26.0K2026-10-20
LS Investment Advisors, LLC
DECREASED9,6229,859-237-2%$2.0M$1.9M-$64.8K2026-10-13
Omni 360 Wealth, Inc.
INCREASED9,4889,482+6+0%$1.9M$1.9M-$16.0K2026-10-13
Client 1ST Advisory Group, LLC
DECREASED9,47510,057-582-6%$2.0M$1.9M-$133.4K2026-10-19
Almanack Investment Partners, Llc.
UNCHANGED9,4549,45400%$1.9M$1.9M-$17.1K2026-11-03
Ascent Group, LLC
DECREASED9,41410,003-589-6%$2.0M$1.9M-$134.7K2026-10-30
Keybank National Association
DECREASED8,5189,029-511-6%$1.8M$1.7M-$117.5K2026-11-04
Vision Capital Management, Inc.
UNCHANGED7,7787,77800%$1.6M$1.5M-$14.1K2026-10-20
Heirloom Wealth Management
UNCHANGED7,7437,74300%$1.5M$1.5M-$14.0K2026-10-14
Traveka Wealth, LLC
DECREASED7,4647,475-110%$1.5M$1.5M-$15.7K2026-10-19
Brookstone Capital Management
DECREASED7,4337,822-389-5%$1.6M$1.5M-$91.3K2026-10-22
Power Wealth Management LLC
INCREASED7,0306,891+139+2%$1.4M$1.4M+$14.9K2026-10-27
Simplicity Wealth,LLC
DECREASED6,5316,671-140-2%$1.3M$1.3M-$39.8K2026-10-23
Greenleaf Trust
UNCHANGED6,5256,52500%$1.3M$1.3M-$11.8K2026-10-29
Financial & Tax Architects, LLC
DECREASED6,19011,575-5,385-47%$2.3M$1.2M-$1.1M2026-10-15
Chicago Partners Investment Group LLC
INCREASED6,1676,159+8+0%$1.2M$1.2M-$13.4K2026-10-27
Wedbush Securities Inc
DECREASED6,0586,189-131-2%$1.2M$1.2K-$1.2M2026-10-22
San Luis Wealth Advisors LLC
INCREASED6,0255,938+87+1%$1.2M$1.2M+$6.3K2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED5,9212,351+3,570+152%$469.8K$1.2M+$702.6K2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED5,8336,174-341-6%$1.2M$1.2M-$85.3K2026-10-13
Meridian Wealth Management, LLC
DECREASED5,7345,817-83-1%$1.2M$1.1M-$27.1K2026-11-05
Belvedere Trading LLC
INCREASED5,6745,612+62+1%$1.1M$1.1M+$2.1K2026-11-05
West Wealth Group, LLC
INCREASED5,5375,511+26+0%$1.1M$1.1M-$4.8K2026-10-14
Keystone Wealth Services, LLC
INCREASED5,4935,490+3+0%$1.1M$1.1M-$6.0K2026-11-03
First Citizens Financial Corp
DECREASED5,4315,907-476-8%$1.2M$1.1M-$104.9K2026-10-02
Noble Wealth Management PBC
DECREASED5,3995,839-440-8%$1.2M$1.1M-$97.7K2026-10-01
AWM Capital, LLC
INCREASED5,3145,307+7+0%$1.1M$1.1M-$8.2K2026-10-16
Cypress Wealth Services, LLC
INCREASED5,0635,056+7+0%$1.0M$1.0M+$8.0K2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED4,8785,147-269-5%$1.0M$965.7K-$62.7K2026-10-13
Optivise Advisory Services LLC
DECREASED4,8015,272-471-9%$1.1M$950.6K-$102.8K2026-10-19
Carrera Capital Advisors
DECREASED4,6834,686-30%$936.4K$927.3K-$9.1K2026-11-03
Squire Investment Management Company, LLC
UNCHANGED4,6164,61600%$922.3K$914.0K-$8.4K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED4,5424,484+58+1%$895.9K$899.4K+$3.4K2026-10-16
Innovative Wealth Building LLC
DECREASED4,3924,612-220-5%$921.5K$869.6K-$51.9K2026-10-14
Fifth Third Securities, Inc.
INCREASED4,3774,242+135+3%$847.6K$866.6K+$19.1K2026-10-21
Tranquility Partners, LLC
DECREASED4,3254,413-88-2%$881.7K$856.3K-$25.4K2026-10-20
Prospera Financial Services Inc
INCREASED4,2773,997+280+7%$798.9K$831.7K+$32.8K2026-11-04
Brown Miller Wealth Management, LLC
UNCHANGED4,2714,27100%$853.4K$845.7K-$7.7K2026-11-02
Accredited Investors Inc.
INCREASED4,0994,098+1+0%$818.9K$811.7K-$7.2K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED4,0974,108-110%$820.8K$811.2K-$9.6K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED4,0814,047+34+1%$808.7K$808.1K-$5602026-10-16
Breakwater Capital Group
DECREASED4,0775,042-965-19%$1.0M$807.2K-$200.2K2026-10-09
Sagespring Wealth Partners, LLC
INCREASED4,0544,028+26+1%$804.9K$802.8K-$2.1K2026-10-22
Archvest Wealth Advisors, Inc.
INCREASED4,0043,806+198+5%$760.5K$792.8K+$32.3K2026-10-29
Pflug Koory, LLC
UNCHANGED3,9513,95100%$789.4K$782.3K-$7.1K2026-10-26
JGP Wealth Management, LLC
UNCHANGED3,8663,86600%$772.5K$765.5K-$7.0K2026-10-13
Wedmont Private Capital
NEW3,799—+3,799——$760.2K—2026-10-09
Bank of New York Mellon Corp
DECREASED3,7974,559-762-17%$910.9K$751.9K-$159.1K2026-11-05
Symphony Financial, Ltd. Co.
DECREASED3,7743,786-120%$760.5K$751.8K-$8.6K2026-10-22
Apella Capital, LLC
DECREASED3,7703,787-170%$726.6K$758.1K+$31.5K2026-10-08
Rossby Financial, LCC
INCREASED3,6702,999+671+22%$599.2K$726.8K+$127.6K2026-11-05
Bell Investment Advisors, Inc
INCREASED3,6583,641+17+0%$727.5K$724.3K-$3.1K2026-10-29
Integrity Advisory Solutions, LLC
DECREASED3,6243,709-85-2%$741.2K$717.7K-$23.5K2026-10-29
Guerra PAN Advisors, LLC
UNCHANGED3,6113,61100%$721.5K$695.6K-$25.9K2026-10-26
Gibbs Wealth Management
INCREASED3,5943,538+56+2%$706.9K$711.6K+$4.7K2026-10-22
Friday Financial
UNCHANGED3,5683,56800%$684.6K$714.9K+$30.3K2026-10-09
Citigroup Inc
DECREASED3,5658,863-5,298-60%$1.8M$705.9K-$1.1M2026-11-04
Golden State Wealth Management, LLC
DECREASED3,4973,508-110%$701.1K$692.4K-$8.7K2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED3,4543,452+2+0%$689.8K$684.0K-$5.9K2026-10-08
Syntax Research, Inc.
DECREASED3,4384,164-726-17%$832.1K$680.7K-$151.4K2026-11-04
Lunt Capital Management, Inc.
UNCHANGED3,3963,39600%$678.6K$672.4K-$6.1K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED3,3552,622+733+28%$523.9K$664.4K+$140.5K2026-10-21
Sigma Planning Corp
INCREASED3,3423,057+285+9%$610.8K$661.7K+$50.9K2026-10-23
Dynamic Advisor Solutions LLC
UNCHANGED3,3053,30500%$660.4K$654.4K-$6.0K2026-10-13
Founders Financial Securities LLC
NEW3,304—+3,304——$654.2K—2026-10-28
First Citizens Bank & Trust Co
INCREASED3,3002,847+453+16%$568.9K$653.4K+$84.5K2026-10-14
BostonPremier Wealth LLC
DECREASED3,2383,281-43-1%$655.6K$641.1K-$14.6K2026-10-16
GEM Asset Management, LLC
UNCHANGED3,1853,18500%$636.4K$630.6K-$5.8K2026-10-13
Acropolis Investment Management, LLC
UNCHANGED3,1353,13500%$626.4K$620.7K-$5.7K2026-10-08
CFS Investment Advisory Services, LLC
DECREASED3,1283,150-22-1%$607.9K$626.3K+$18.4K2026-10-19
Richard P Slaughter Associates Inc
DECREASED3,0603,263-203-6%$652.0K$605.8K-$46.1K2026-10-13
Goldstein Advisors, LLC
UNCHANGED2,9582,95800%$591.0K$585.7K-$5.4K2026-10-15
HUB Investment Partners, LLC
INCREASED2,9382,829+109+4%$565.2K$581.7K+$16.5K2026-11-03
Creative Financial Designs Inc
DECREASED2,88711,358-8,471-75%$2.3M$571.6K-$1.7M2026-11-04
Kaufman Rossin Wealth, LLC
DECREASED2,8742,917-43-1%$569.1K$569.1K-$232026-10-19
Sowell Financial Services LLC
INCREASED2,8582,142+716+33%$428.0K$565.9K+$137.9K2026-10-23
Ascentis Independent Advisors
NEW2,826—+2,826——$559.5K—2026-11-03
RFG Advisory, LLC
INCREASED2,7972,734+63+2%$546.3K$553.8K+$7.5K2026-11-03
Magnus Financial Group LLC
DECREASED2,7752,788-130%$557.0K$549.4K-$7.7K2026-10-21
PFG Advisors
INCREASED2,7441,717+1,027+60%$343.1K$543.3K+$200.2K2026-10-16
Diversified Enterprises, LLC
INCREASED2,7412,676+65+2%$534.7K$542.6K+$7.9K2026-10-19
Bokf, NA
UNCHANGED2,7252,72500%$544.5K$539.6K-$4.9K2026-10-27
Taylor & Morgan Wealth Management, LLC
INCREASED2,6582,646+12+0%$528.6K$526.4K-$2.3K2026-10-09
Independent Financial Group, LLC
INCREASED2,5872,582+5+0%$516.0K$512.1K-$3.8K2026-10-13
W Advisors, LLC
DECREASED2,5512,552-10%$509.8K$505.2K-$4.6K2026-11-02
Confluence Wealth Services, Inc.
UNCHANGED2,5082,50800%$501.1K$496.6K-$4.5K2026-11-05
Trust Co of Toledo NA
DECREASED2,5042,669-165-6%$533.3K$495.8K-$37.5K2026-10-16
ADE, LLC
NEW2,375—+2,375——$470.2K—2026-10-29
Daymark Wealth Partners, LLC
DECREASED2,3662,430-64-3%$485.4K$468.4K-$17.1K2026-11-04
Montecito Bank & Trust
DECREASED2,3073,028-721-24%$605.0K$456.8K-$148.2K2026-10-01
Mattern Capital Management, LLC
DECREASED2,2052,245-40-2%$448.6K$436.6K-$12.0K2026-11-02
WBH Advisory Inc
DECREASED2,1909,888-7,698-78%$2.0M$433.6K-$1.5M2026-11-05
Fairvoy Private Wealth, LLC
DECREASED2,1322,135-30%$426.6K$422.1K-$4.5K2026-10-19
Foundry Financial Group, Inc.
UNCHANGED2,1082,10800%$421.2K$417.4K-$3.8K2026-10-28
Krilogy Financial LLC
UNCHANGED2,1082,10800%$421.2K$417.1K-$4.1K2026-10-13
Blue Trust, Inc.
INCREASED2,088362+1,726+477%$72.3K$413.4K+$341.0K2026-10-15
Hengehold Capital Management LLC
DECREASED2,0832,236-153-7%$446.8K$412.5K-$34.4K2026-10-16
One Advisory Partners, LLC
DECREASED2,0592,093-34-2%$418.2K$407.7K-$10.5K2026-10-22
Sentinel Advisory Group, LLC
UNCHANGED2,0042,00400%$400.4K$396.8K-$3.6K2026-10-20
Nova R Wealth, Inc.
DECREASED1,9441,950-60%$389.6K$385.0K-$4.6K2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
INCREASED1,9221,912+10+1%$382.1K$380.5K-$1.7K2026-10-28
WealthPlan Investment Management, LLC
UNCHANGED1,8971,89700%$378.9K$375.6K-$3.4K2026-10-15
HMV Wealth Advisors, LLC
INCREASED1,8811,811+70+4%$361.9K$372.4K+$10.6K2026-10-27
Wall Capital Group, Inc.
INCREASED1,8711,862+9+0%$372.0K$370.4K-$1.6K2026-10-14
Security Financial Services, Inc.
INCREASED1,8561,517+339+22%$303.1K$367.5K+$64.4K2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED1,850112,651-110,801-98%$22.5M$366.3K-$22.1M2026-10-08
Marino, Stram & Associates LLC
INCREASED1,8161,815+1+0%$362.6K$359.6K-$3.0K2026-10-22
Strategic Investment Management, LLC
DECREASED1,7603,000-1,240-41%$599.4K$348.5K-$251.0K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED1,7591,918-159-8%$383.2K$348.3K-$35.0K2026-11-02
Triad Wealth Partners, LLC
INCREASED1,7541,722+32+2%$332.3K$347.2K+$15.0K2026-10-26
Vilga Financial Planning LLC
UNCHANGED1,7301,73000%$345.7K$342.5K-$3.1K2026-10-09
Visionary Wealth Advisors
DECREASED1,7121,759-47-3%$351.5K$339.1K-$12.4K2026-11-04
Apollon Wealth Management, LLC
INCREASED1,7111,452+259+18%$290.2K$338.7K+$48.5K2026-10-23
EPG Wealth Management LLC
INCREASED1,7111,706+5+0%$340.8K$338.8K-$2.0K2026-11-03
Legacy Advisors, LLC
INCREASED1,6811,680+1+0%$335.7K$332.7K-$3.0K2026-10-19
Ethic Inc.
UNCHANGED1,6741,67400%$334.5K$331.5K-$3.0K2026-11-03
Fulcrum Equity Management
DECREASED1,6671,713-46-3%$342.3K$330.1K-$12.1K2026-10-21
Strategic Blueprint, LLC
DECREASED1,6093,538-1,929-55%$707.0K$318.7K-$388.3K2026-10-22
Sharkey, Howes & Javer
INCREASED1,5871,577+10+1%$315.1K$314.2K-$8742026-10-22
Flagship Private Wealth, LLC
INCREASED1,5851,398+187+13%$279.3K$313.8K+$34.5K2026-11-05
Financial Partners Group, Inc
DECREASED1,5731,591-18-1%$318.0K$311.5K-$6.5K2026-10-19
Successful Portfolios LLC
INCREASED1,5711,568+3+0%$306.3K$313.8K+$7.5K2026-10-09
CGN Advisors LLC
UNCHANGED1,5671,56700%$313.0K$310.2K-$2.8K2026-10-21
Advisory Solutions Group, LLC
DECREASED1,5483,420-1,872-55%$683.3K$306.5K-$376.7K2026-10-14
Apollon Financial, LLC
UNCHANGED1,5471,54700%$309.1K$306.3K-$2.8K2026-10-23
FSA Wealth Partners, Inc.
INCREASED1,5451,273+272+21%$254.4K$305.9K+$51.6K2026-10-26
Two West Capital Advisors LLC
DECREASED1,5051,922-417-22%$363.2K$298.9K-$64.3K2026-10-15
Watershed Private Wealth LLC
INCREASED1,4461,423+23+2%$284.3K$286.3K+$2.0K2026-10-30
Investmark Advisory Group LLC
INCREASED1,4291,416+13+1%$282.9K$282.9K+$112026-10-27
4J Wealth Management LLC
UNCHANGED1,4281,42800%$285.3K$282.7K-$2.6K2026-11-02
United Advisor Group, LLC
INCREASED1,4171,414+3+0%$282.5K$280.6K-$1.9K2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED1,4112,926-1,515-52%$584.6K$279.4K-$305.3K2026-10-20
Perigon Wealth Management, LLC
INCREASED1,4101,264+146+12%$252.6K$279.2K+$26.6K2026-10-22
Avior Wealth Management, LLC
INCREASED1,4051,403+2+0%$280.4K$278.1K-$2.3K2026-10-13
Adamsbrown Wealth Consultants LLC
UNCHANGED1,4051,40500%$280.7K$278.2K-$2.5K2026-10-20
Signal Advisors Wealth, LLC
DECREASED1,3662,812-1,446-51%$561.8K$270.5K-$291.3K2026-10-13
Cora Capital Advisors LLC
UNCHANGED1,3651,36500%$272.8K$270.3K-$2.5K2026-11-02
BKM Wealth Management, LLC
UNCHANGED1,3421,34200%$268.1K$265.7K-$2.4K2026-10-22
Destiny Wealth Partners, LLC
UNCHANGED1,3111,31100%$250.6K$252.3K+$1.7K2026-11-05
Archer Investment Corp
UNCHANGED1,2831,28300%$256.4K$254.0K-$2.3K2026-11-05
Golden Bell Financial Planning LLC
UNCHANGED1,2761,27600%$255.0K$252.6K-$2.3K2026-11-02
MGO One Seven LLC
DECREASED1,2541,342-88-7%$268.1K$248.4K-$19.8K2026-10-28
Buck Wealth Strategies, LLC
INCREASED1,2231,156+67+6%$231.0K$242.2K+$11.2K2026-10-28
Traynor Capital Management, Inc.
INCREASED1,2221,201+21+2%$240.1K$241.9K+$1.8K2026-10-29
Victory Financial Group, LLC
INCREASED1,2111,195+16+1%$238.7K$239.8K+$1.1K2026-10-27
Northwest Wealth Management, LLC
UNCHANGED1,2101,21000%$241.8K$239.6K-$2.2K2026-10-30
Planned Solutions, Inc.
UNCHANGED1,2081,20800%$241.4K$239.2K-$2.2K2026-10-19
Capstone Wealth Management, LLC
UNCHANGED1,2021,20200%$240.1K$238.0K-$2.2K2026-11-02
Succession Financial, Inc.
INCREASED1,1951,041+154+15%$208.0K$236.6K+$28.6K2026-10-14
Northwest Wealth Advisors, LLC
INCREASED1,1811,175+6+1%$234.8K$233.8K-$1.0K2026-11-02
Asset One Wealth Management LLC
DECREASED1,1621,200-38-3%$229.5K$230.1K+$5742026-11-02
Selective Wealth Management, Inc.
UNCHANGED1,1461,14600%$217.0K$224.1K+$7.1K2026-10-16
Atticus Wealth Management, LLC
INCREASED1,1421,137+5+0%$227.1K$226.1K-$9832026-10-20
Csenge Advisory Group
DECREASED1,1401,200-60-5%$239.7K$225.8K-$14.0K2026-11-04
MKT Advisors LLC
NEW1,138—+1,138——$227.7K—2026-10-20
Plancorp, LLC
DECREASED1,1131,228-115-9%$238.0K$216.4K-$21.6K2026-11-03
Clearview Wealth Management LLC
NEW1,108—+1,108——$217.7K—2026-10-16
Klingman & Associates, LLC
UNCHANGED1,0971,09700%$219.2K$217.2K-$2.0K2026-10-20
Wetzel Investment Advisors, Inc.
UNCHANGED1,0921,09200%$218.2K$216.2K-$2.0K2026-10-13
Brighton Jones LLC
NEW1,087—+1,087——$215.2K—2026-11-03
Crusonia Wealth Advisors LLC
DECREASED1,0741,214-140-12%$242.6K$212.7K-$29.9K2026-10-26
IPG Investment Advisors LLC
UNCHANGED1,0651,06500%$212.8K$210.9K-$1.9K2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED1,0511,253-202-16%$250.4K$208.0K-$42.4K2026-10-23
Compagnie Lombard Odier SCmA
INCREASED1,044779+265+34%$155.7K$206.7K+$51.1K2026-11-04
RMG Wealth Management LLC
UNCHANGED1,0351,03500%$207.3K$200.0K-$7.3K2026-10-26
Oppenheimer & Co Inc
INCREASED1,0321,027+5+0%$205.2K$204.3K-$8692026-10-26
Soltis Investment Advisors LLC
NEW1,029—+1,029——$203.7K—2026-10-28
HCR Wealth Advisors
NEW1,025—+1,025——$203.0K—2026-10-15
EverSource Wealth Advisors, LLC
INCREASED1,024973+51+5%$194.4K$202.7K+$8.3K2026-11-04
Schear Investment Advisers, LLC
NEW1,023—+1,023——$202.5K—2026-10-14
Tempo Wealth, LLC
INCREASED1,0231,018+5+0%$203.3K$202.5K-$8802026-10-14
Private Trust Co NA
DECREASED1,0071,260-253-20%$251.8K$199.4K-$52.4K2026-10-20
Mather Group, Llc.
INCREASED960933+27+3%$186.4K$190.1K+$3.7K2026-10-14
Raleigh Capital Management Inc.
DECREASED930983-53-5%$196.4K$184.1K-$12.2K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED85685600%$171.0K$169.5K-$1.5K2026-10-23
Rosenberg Matthew Hamilton
DECREASED735738-30%$147.5K$145.5K-$1.9K2026-10-05
Root Financial Partners, LLC
NEW705—+705——$139.5K—2026-10-21
Realta Investment Advisors
DECREASED692717-25-3%$143.3K$137.0K-$6.2K2026-10-14
Biltmore Family Office, LLC
UNCHANGED67567500%$134.9K$133.7K-$1.2K2026-11-03
Balance Wealth Partners LLC
NEW610—+610——$120.8K—2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED57457400%$114.7K$113.7K-$1.0K2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED51951900%$103.7K$102.8K-$9392026-10-30
Independence Bank of Kentucky
INCREASED469176+293+166%$35.2K$92.9K+$57.7K2026-10-26
Financial Network Wealth Advisors LLC
INCREASED466414+52+13%$82.7K$92.3K+$9.5K2026-10-28
Heritage Family Offices, LLP
NEW455—+455——$90.1K—2026-11-02
Spire Wealth Management
UNCHANGED40440400%$80.7K$80.0K-$7322026-10-30
Lanark Financial, Inc.
DECREASED3995,532-5,133-93%$1.1M$79.0K-$1.0M2026-10-26
Chilton Capital Management LLC
UNCHANGED38638600%$77.1K$76.4K-$6992026-10-28
Harbor Asset Planning, Inc.
INCREASED365245+120+49%$48.9K$72.2K+$23.3K2026-10-23
Key FInancial Inc
INCREASED339245+94+38%$48.9K$67.2K+$18.3K2026-11-02
NBT Bank, N.A.
DECREASED2901,159-869-75%$231.6K$57.4K-$174.2K2026-10-21
CoreCap Advisors, LLC
DECREASED282342-60-18%$68.3K$55.9K-$12.4K2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED27927900%$55.7K$55.2K-$5052026-10-09
Abound Wealth Management
INCREASED263167+96+57%$33.4K$52.2K+$18.8K2026-10-26
Southern Michigan Bank & Trust
UNCHANGED24024000%$48.0K$47.5K-$4342026-10-19
Asset Dedication, LLC
UNCHANGED22322300%$44.6K$44.2K-$4042026-11-03
Allspring Global Investments Holdings, LLC
NEW220—+220——$44.1K—2026-11-04
Gamma Investing LLC
UNCHANGED20520500%$41.0K$40.6K-$3712026-10-08
Morling Financial Advisors, LLC
UNCHANGED18118100%$36.2K$35.8K-$3282026-10-28
GHP Investment Advisors, Inc.
UNCHANGED16616600%$33.2K$32.9K-$3012026-10-15
High Point Wealth Management, LLC
UNCHANGED15815800%$31.5K$31.3K-$2002026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED15015000%$30.0K$29.7K-$2722026-10-15
Concord Wealth Partners
UNCHANGED14714700%$29.4K$29.1K-$2662026-11-02
Signature Equity Partners, LLC
DECREASED146187-41-22%$37.3K$28.9K-$8.4K2026-10-29
Westside Investment Management, Inc.
UNCHANGED14514500%$29.0K$28.7K-$2622026-11-02
Gables Capital Management Inc.
UNCHANGED11511500%$23.0K$22.8K-$2082026-11-04
Trust Co
UNCHANGED11511500%$23.0K$22.8K-$2082026-10-09
Holos Integrated Wealth LLC
UNCHANGED10210200%$19.6K$19.6K+$782026-10-23
Versant Capital Management, Inc
UNCHANGED10110100%$20.2K$20.0K-$1832026-10-02
MTM Investment Management, LLC
UNCHANGED989800%$19.6K$19.4K-$1772026-10-30
JFS Wealth Advisors, LLC
UNCHANGED838300%$16.6K$16.4K-$1512026-11-03
Oakworth Capital, Inc.
UNCHANGED818100%$15.8K$16.0K+$2052026-10-26
Mainstream Capital Management LLC
NEW79—+79——$15.6K—2026-10-23
Balentine LLC
NEW77—+77——$15.2K—2026-11-03
Planning Strategies Inc.
UNCHANGED595900%$11.8K$11.7K-$1072026-10-02
Duncker Streett & Co Inc
UNCHANGED525200%$10.4K$10.3K-$942026-10-27
Cape Investment Advisory, Inc.
UNCHANGED515100%$10.2K$10.1K-$922026-10-13
3Chopt Investment Partners, LLC
NEW50—+50——$9.9K—2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED505000%$10.0K$9.9K-$912026-10-29
Montag A & Associates Inc
UNCHANGED484800%$9.6K$9.5K-$872026-10-29
WPG Advisers, LLC
UNCHANGED424200%$8.4K$8.3K-$762026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED393900%$7.8K$7.7K-$712026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED343400%$6.8K$6.7K-$622026-11-02
Larson Financial Group LLC
UNCHANGED292900%$5.8K$5.7K-$522026-11-05
Atwood & Palmer Inc
UNCHANGED282800%$5.6K$5.5K-$512026-10-08
Godsey & Gibb, Inc
NEW26—+26——$5.1K—2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED252500%$5.0K$5-$5.0K2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED242400%$4.8K$4.8K-$442026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED191900%$3.8K$3.8K-$342026-10-23
Cassaday & Co Wealth Management LLC
NEW18—+18——$3.6K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED111100%$2.2K$2.2K-$202026-10-06
West Paces Advisors Inc.
UNCHANGED111100%$2.2K$2.2K-$202026-10-13
Trust Co of Vermont
UNCHANGED101000%$2.0K$2.0K-$182026-10-21
Key Capital Management, Inc
UNCHANGED7700%$1.4K$1.4K-$132026-11-03
Citizens National Bank Trust Department
UNCHANGED6600%$1.2K$1.2K-$112026-11-04
Mosley Wealth Management
DECREASED435-31-89%$7.0K$782-$6.2K2026-10-16
Financial Perspectives, Inc
UNCHANGED2200%$400$396-$42026-11-03
Retirement Wealth Solutions LLC
UNCHANGED2200%$303$302-$12026-10-07
TD Private Client Wealth LLC
UNCHANGED1100%$138$137-$12026-10-28
Vision Financial Markets LLC
UNCHANGED1100%$200$198-$22026-10-22
Axxcess Wealth Management, LLC
CLOSED07,871-7,871-100%$1.6M$0-$1.6M2026-10-21
KPP Advisory Services LLC
CLOSED06,053-6,053-100%$1.2M$0-$1.2M2026-10-26
VestGen Advisors, LLC
CLOSED05,443-5,443-100%$1.1M$0-$1.1M2026-10-27
Strategic Equity Management
CLOSED04,025-4,025-100%$804.2K$0-$804.2K2026-11-04
Moneywise, Inc.
CLOSED03,095-3,095-100%$618.4K$0-$618.4K2026-10-30
Apeiron RIA LLC
CLOSED03,082-3,082-100%$615.8K$0-$615.8K2026-10-08
Sugar Maple Asset Management, LLC
CLOSED02,685-2,685-100%$536.5K$0-$536.5K2026-10-13
Silverlake Wealth Management LLC
CLOSED02,001-2,001-100%$399.8K$0-$399.8K2026-10-21
Alpha Omega Wealth Management LLC
CLOSED01,790-1,790-100%$357.7K$0-$357.7K2026-10-23
RDA Financial Network
CLOSED01,748-1,748-100%$349.3K$0-$349.3K2026-10-15
TBH Global Asset Management, LLC
CLOSED01,407-1,407-100%$281.2K$0-$281.2K2026-11-03
StoneX Group Inc.
CLOSED01,402-1,402-100%$280.2K$0-$280.2K2026-11-03
Sweeney & Michel, LLC
CLOSED01,257-1,257-100%$248.4K$0-$248.4K2026-10-16
Seelaus Asset Management LLC
CLOSED01,143-1,143-100%$228.4K$0-$228.4K2026-10-14
Portside Wealth Group, LLC
CLOSED01,136-1,136-100%$227.0K$0-$227.0K2026-10-20
Vaquero Private Wealth, LTD
CLOSED01,120-1,120-100%$223.8K$0-$223.8K2026-10-27
International Assets Investment Management, LLC
CLOSED0465-465-100%$91.0K$0-$91.0K2026-11-02
Simplex Trading, LLC
CLOSED0360-360-100%$71.9K$0-$71.9K2026-11-04
Tucker Asset Management LLC
CLOSED0336-336-100%$67.1K$0-$67.1K2026-10-29
Commonwealth Retirement Investments LLC
CLOSED0263-263-100%$52.6K$0-$52.6K2026-10-26
Plante Moran Financial Advisors, LLC
CLOSED0188-188-100%$37.6K$0-$37.6K2026-11-04
Tompkins Financial Corp
CLOSED0128-128-100%$25.6K$0-$25.6K2026-10-05
Robinswood Financial LLC
CLOSED038-38-100%$7.6K$0-$7.6K2026-10-20
Tsfg, LLC
CLOSED032-32-100%$6$0-$62026-10-23
GFS Advisors, LLC
CLOSED025-25-100%$269.6K$0-$269.6K2026-11-03
NorthAvenue LLC
CLOSED022-22-100%$4.4K$0-$4.4K2026-10-29
AdvisorNet Financial, Inc
CLOSED017-17-100%$3.4K$0-$3.4K2026-10-15
Country Trust Bank
CLOSED09-9-100%$1.8K$0-$1.8K2026-10-30
Mason Investment Advisory Services, Inc.
N/A—4,471,056-4,471,056-100%$893.4M———
Northwestern Mutual Wealth Management Co
N/A—3,302,880-3,302,880-100%$659.9M———
Bank of America Corp
N/A—1,481,507-1,481,507-100%$296.0M———
BlackRock, Inc.
N/A—1,344,791-1,344,791-100%$268.7M———
Mercer Global Advisors Inc
N/A—1,127,613-1,127,613-100%$225.3M———
Wharton Business Group, LLC
N/A—1,066,732-1,066,732-100%$213.1M———
Envestnet Asset Management Inc
N/A—1,033,896-1,033,896-100%$206.6M———
LPL Financial LLC
N/A—981,271-981,271-100%$196.1M———
Morgan Stanley
N/A—924,975-924,975-100%$184.8M———
FMR LLC
N/A—788,426-788,426-100%$157.5M———
JPMorgan Chase & Co
N/A—678,701-678,701-100%$136.3M———
Mainstay Capital Management LLC
N/A—588,750-588,750-100%$117.6M———
Wells Fargo & Company
N/A—586,569-586,569-100%$117.2M———
PNC Financial Services Group, Inc.
N/A—557,547-557,547-100%$111.4M———
Janney Montgomery Scott LLC
N/A—398,981-398,981-100%$79.7M———
Two Sigma Investments, LP
N/A—347,900-347,900-100%$69.5M———
Prudential PLC
N/A—330,000-330,000-100%$65.9M———
UBS Group AG
N/A—328,620-328,620-100%$65.7M———
Focus Partners Wealth
N/A—319,562-319,562-100%$63.9M———
MML Investors Services, LLC
N/A—301,994-301,994-100%$60.3M———
M&T Bank Corp
N/A—282,246-282,246-100%$56.4M———
Ameriprise Financial Inc
N/A—275,103-275,103-100%$55.0M———
Royal Bank of Canada
N/A—234,568-234,568-100%$46.9M———
One Capital Management, LLC
N/A—220,580-220,580-100%$31.4M———
Tudor Investment Corp ET AL
N/A—217,534-217,534-100%$43.5M———
Marshall Wace, LLP
N/A—199,422-199,422-100%$39.8M———
Osaic Holdings, Inc.
N/A—185,025-185,025-100%$37.0M———
Meridian Wealth Partners, LLC
N/A—170,213-170,213-100%$34.0M———
Cetera Investment Advisers
N/A—155,811-155,811-100%$31.1M———
Jones Financial Companies Lllp
N/A—150,258-150,258-100%$30.1M———
Elk River Wealth Management LLC
N/A—145,290-145,290-100%$29.0M———
Raymond James Financial Inc
N/A—145,169-145,169-100%$29.0M———
Intrust Bank NA
N/A—144,052-144,052-100%$28.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—128,980-128,980-100%$25.8M———
Erste Asset Management GmbH
N/A—120,600-120,600-100%$24.2M———
Point72 Asset Management, L.P.
N/A—120,134-120,134-100%$24.0M———
Integrated Wealth Concepts LLC
N/A—112,504-112,504-100%$22.5M———
AdvisorShares Investments LLC
N/A—110,611-110,611-100%$22.1M———
Caisse de Depot ET Placement DU Quebec
N/A—110,469-110,469-100%$22.1M———
Goldman Sachs Group Inc
N/A—108,424-108,424-100%$21.7M———
Bank of Nova Scotia
N/A—98,500-98,500-100%$19.7M———
Cresset Asset Management, LLC
N/A—93,366-93,366-100%$18.7M———
Merit Financial Group, LLC
N/A—80,653-80,653-100%$16.1M———
EFG International AG
N/A—74,816-74,816-100%$14.9M———
TRB Wealth Management, LLC
N/A—72,474-72,474-100%$14.5M———
Focus Partners Advisor Solutions, LLC
N/A—65,475-65,475-100%$13.1M———
HighTower Advisors, LLC
N/A—65,283-65,283-100%$13.0M———
OneDigital Investment Advisors LLC
N/A—64,003-64,003-100%$12.8M———
Citadel Advisors LLC
N/A—63,608-63,608-100%$12.7M———
CFO4Life Group, LLC
N/A—63,250-63,250-100%$12.6M———
Cerity Partners LLC
N/A—58,080-58,080-100%$11.6M———
Bleakley Financial Group, LLC
N/A—57,879-57,879-100%$11.6M———
Addison Advisors LLC
N/A—46,219-46,219-100%$9.2M———
Aptus Capital Advisors, LLC
N/A—45,892-45,892-100%$9.2M———
Qube Research & Technologies Ltd
N/A—45,604-45,604-100%$9.1M———
Steward Partners Investment Advisory, LLC
N/A—44,990-44,990-100%$9.0M———
Waddell & Associates, LLC
N/A—41,412-41,412-100%$8.3M———
Baird Financial Group, Inc.
N/A—38,473-38,473-100%$7.7M———
Geneos Wealth Management Inc.
N/A—37,652-37,652-100%$7.5M———
Mariner, LLC
N/A—36,783-36,783-100%$7.3M———
BNP Paribas Financial Markets
N/A—36,670-36,670-100%$7.3M———
Foundations Investment Advisors, LLC
N/A—33,975-33,975-100%$6.8M———
Stephens Inc
N/A—32,316-32,316-100%$6.5M———
Stratos Wealth Partners, Ltd.
N/A—32,103-32,103-100%$6.4M———
HSBC Holdings PLC
N/A—31,985-31,985-100%$6.4M———
Equitable Holdings, Inc.
N/A—31,701-31,701-100%$6.3M———
SVB Wealth LLC
N/A—28,370-28,370-100%$5.7M———
Nomura Asset Management Co LTD
N/A—28,055-28,055-100%$5.6M———
Dorsey Wright & Associates
N/A—27,885-27,885-100%$5.6M———
Dorsey & Whitney Trust Co LLC
N/A—27,175-27,175-100%$5.4M———
Ndwm LLC
N/A—26,976-26,976-100%$5.4M———
Per Stirling Capital Management, Llc.
N/A—26,922-26,922-100%$5.4M———
AQR Capital Management LLC
N/A—26,149-26,149-100%$5.2M———
Tower Research Capital LLC (TRC)
N/A—26,061-26,061-100%$5.2M———
Susquehanna International Group, LLP
N/A—25,779-25,779-100%$5.2M———
Valued Retirements, Inc.
N/A—24,858-24,858-100%$5.0M———
Cavalier Investments, LLC
N/A—24,748-24,748-100%$4.9M———
Jackson Thornton Wealth Management, LLC
N/A—24,537-24,537-100%$4.9M———
Savant Capital, LLC
N/A—23,024-23,024-100%$4.6M———
Bank of Montreal
N/A—22,785-22,785-100%$4.6M———
EP Wealth Advisors, LLC
N/A—22,158-22,158-100%$4.4M———
Quadrature Capital Ltd
N/A—21,785-21,785-100%$4.4M———
Composition Wealth, LLC
N/A—21,618-21,618-100%$4.3M———
GeoWealth Management, LLC
N/A—21,440-21,440-100%$4.3M———
Envestnet Portfolio Solutions, Inc.
N/A—21,113-21,113-100%$4.2M———
EQ LLC
N/A—21,062-21,062-100%$4.2M———
HRT Financial LP
N/A—20,298-20,298-100%$4.1M———
Baron Silver Stevens Financial Advisors, LLC
N/A—20,201-20,201-100%$4.0M———
Q3 Asset Management
N/A—18,830-18,830-100%$3.8M———
Arax Advisory Partners
N/A—17,571-17,571-100%$3.5M———
Stifel Financial Corp
N/A—17,244-17,244-100%$3.4M———
Orion Porfolio Solutions, LLC
N/A—17,040-17,040-100%$3.4M———
Magnolia Capital Advisors LLC
N/A—16,962-16,962-100%$3.4M———
Dynasty Wealth Management, LLC
N/A—16,155-16,155-100%$3.2M———
MA Private Wealth
N/A—14,951-14,951-100%$3.0M———
MorganRosel Wealth Management, LLC
N/A—14,925-14,925-100%$3.0M———
Sanctuary Advisors, LLC
N/A—14,649-14,649-100%$2.9M———
Regatta Research & Money Management
N/A—14,530-14,530-100%$2.9M———
10Elms LLP
N/A—13,727-13,727-100%$2.7M———
Arkadios Wealth Advisors
N/A—13,688-13,688-100%$2.7M———
NorthRock Partners, LLC
N/A—13,594-13,594-100%$2.7M———
CreativeOne Wealth, LLC
N/A—13,360-13,360-100%$2.7M———
Harbour Investments, Inc.
N/A—13,181-13,181-100%$2.6M———
Cofg Advisors, LLC
N/A—12,972-12,972-100%$2.6M———
NewEdge Advisors, LLC
N/A—12,922-12,922-100%$2.6M———
Claris Advisors, LLC / MO /
N/A—12,798-12,798-100%$2.6M———
Hilltop Holdings Inc.
N/A—12,784-12,784-100%$2.6M———
Flow Traders U.S. LLC
N/A—12,741-12,741-100%$2.5M———
NCM Capital Management, LLC
N/A—12,376-12,376-100%$2.5M———
US Bancorp \de\
N/A—12,121-12,121-100%$2.4M———
Warner Financial, Inc
N/A—11,742-11,742-100%$2.3M———
Jump Financial, LLC
N/A—11,609-11,609-100%$2.3M———
Petra Financial Advisors Inc
N/A—11,548-11,548-100%$2.3M———
SageView Advisory Group, LLC
N/A—11,444-11,444-100%$2.3M———
Beaird Harris Wealth Management, LLC
N/A—11,332-11,332-100%$2.3M———
Haverford Trust Co
N/A—11,112-11,112-100%$2.2M———
Private Advisor Group, LLC
N/A—10,839-10,839-100%$2.2M———
Westview Management dba Westview Investment Advisors
N/A—10,081-10,081-100%$2.0M———
Savvy Advisors, Inc.
N/A—9,697-9,697-100%$1.9M———
Steelhead Wealth Management LLC
N/A—9,492-9,492-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—9,423-9,423-100%$1.9M———
Mutual Advisors, LLC
N/A—9,173-9,173-100%$1.8M———
Russell Investments Group, Ltd.
N/A—8,978-8,978-100%$1.8M———
Diversified Trust Co
N/A—8,886-8,886-100%$1.8M———
Blair William & Co
N/A—8,670-8,670-100%$1.7M———
Fifth Third Bancorp
N/A—8,431-8,431-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—7,598-7,598-100%$1.5M———
Fiduciary Financial Advisors
N/A—7,578-7,578-100%$1.5M———
Invst, LLC
N/A—7,576-7,576-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—7,205-7,205-100%$1.4M———
Kovack Advisors, Inc.
N/A—6,950-6,950-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—6,920-6,920-100%$1.4M———
World Investment Advisors
N/A—6,841-6,841-100%$1.3M———
Avant Capital LLC
N/A—6,823-6,823-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—6,776-6,776-100%$1.4M———
Inspire Advisors, LLC
N/A—6,548-6,548-100%$1.3M———
Advyzon Investment Management, LLC
N/A—6,482-6,482-100%$1.3M———
MB Generational Wealth, LLC
N/A—6,410-6,410-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—6,349-6,349-100%$1.3M———
UMB Bank, n.a.
N/A—6,318-6,318-100%$1.3M———
Legacy Wealth Managment, LLC
N/A—6,298-6,298-100%$1.3M———
Summit Wealth Group, LLC
N/A—6,271-6,271-100%$1.3M———
Sequoia Financial Advisors, LLC
N/A—6,220-6,220-100%$1.2M———
Northern Trust Corp
N/A—6,108-6,108-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—6,055-6,055-100%$1.2M———
Darden Wealth Group Inc
N/A—5,811-5,811-100%$1.2M———
&partners
N/A—5,805-5,805-100%$1.2M———
Leavell Investment Management, Inc.
N/A—5,610-5,610-100%$1.1M———
Global Retirement Partners, LLC
N/A—5,541-5,541-100%$1.1M———
Flputnam Investment Management Co
N/A—5,467-5,467-100%$1.1M———
VestGen Investment Management
N/A—5,286-5,286-100%$1.1M———
NorthCoast Asset Management LLC
N/A—5,145-5,145-100%$1.0M———
GTS Securities LLC
N/A—5,138-5,138-100%$1.0M———
Ariadne Wealth Management, LP
N/A—4,935-4,935-100%$986.1K———
Stratos Wealth Advisors, LLC
N/A—4,755-4,755-100%$950.2K———
Regal Investment Advisors LLC
N/A—4,647-4,647-100%$928.4K———
Family Manage LLC
N/A—4,630-4,630-100%$925.1K———
One Wealth Advisors, LLC
N/A—4,493-4,493-100%$897.7K———
Vertex Planning Partners, LLC
N/A—4,485-4,485-100%$896.2K———
Itau Unibanco Holding S.A.
N/A—4,241-4,241-100%$847.4K———
Waverly Advisors, LLC
N/A—4,201-4,201-100%$839.5K———
Yukon Wealth Management, Inc.
N/A—4,074-4,074-100%$814.1K———
J.W. Cole Advisors, Inc.
N/A—4,034-4,034-100%$806.0K———
FLC Capital Advisors
N/A—3,996-3,996-100%$798.4K———
Pinnacle Financial Partners, Inc.
N/A—3,980-3,980-100%$795.3K———
Two Sigma Securities, LLC
N/A—3,788-3,788-100%$756.9K———
Legacy Capital Group California, Inc.
N/A—3,781-3,781-100%$755.5K———
CIBC World Market Inc.
N/A—3,755-3,755-100%$750.3K———
Stokes Family Office, LLC
N/A—3,673-3,673-100%$733.8K———
S&T Bank
N/A—3,647-3,647-100%$728.7K———
Napier Financial, LLC
N/A—3,584-3,584-100%$716.0K———
IFG Advisory, LLC
N/A—3,566-3,566-100%$712.5K———
Federation des caisses Desjardins du Quebec
N/A—3,559-3,559-100%$711.1K———
Snowden Capital Advisors LLC
N/A—3,527-3,527-100%$704.8K———
JT Stratford LLC
N/A—3,519-3,519-100%$703.1K———
Financial Engines Advisors L.L.C.
N/A—3,391-3,391-100%$677.6K———
Strategic Financial Services, Inc.
N/A—3,390-3,390-100%$677.4K———
IHT Wealth Management, LLC
N/A—3,288-3,288-100%$657.0K———
Advisory Services Network, LLC
N/A—3,145-3,145-100%$628.3K———
Principal Securities, Inc.
N/A—3,093-3,093-100%$618.0K———
Driehaus Capital Management LLC
N/A—2,962-2,962-100%$591.8K———
Cedarwood Wealth LLC
N/A—2,956-2,956-100%$590.6K———
Brand Asset Management Group, Inc.
N/A—2,948-2,948-100%$589.0K———
Shared Vision Wealth Group LLC
N/A—2,930-2,930-100%$585.4K———
Quantbot Technologies LP
N/A—2,791-2,791-100%$557.7K———
Community Bank, N.A.
N/A—2,788-2,788-100%$557.1K———
Mayflower Financial Advisors, LLC
N/A—2,777-2,777-100%$554.9K———
Schrum Private Wealth Management LLC
N/A—2,763-2,763-100%$306.8K———
Quantinno Capital Management LP
N/A—2,696-2,696-100%$538.8K———
First Financial Bankshares Inc
N/A—2,680-2,680-100%$535.5K———
Shelter Mutual Insurance Co
N/A—2,657-2,657-100%$530.9K———
Quantum Portfolio Management LLC
N/A—2,648-2,648-100%$529.1K———
Smithfield Trust Co
N/A—2,536-2,536-100%$506.0K———
Fortis Capital Management LLC
N/A—2,521-2,521-100%$503.7K———
AlTi Global, Inc.
N/A—2,508-2,508-100%$501.1K———
Level Four Advisory Services, LLC
N/A—2,464-2,464-100%$492.4K———
Barnes Wealth Management Group, Inc
N/A—2,427-2,427-100%$484.9K———
Cary Street Partners Financial LLC
N/A—2,423-2,423-100%$484.1K———
Bcgm Wealth Management, LLC
N/A—2,413-2,413-100%$482.2K———
Clearwater Capital Advisors, LLC
N/A—2,356-2,356-100%$470.8K———
Fischer Investment Strategies, LLC
N/A—2,310-2,310-100%$461.6K———
Beacon Pointe Advisors, LLC
N/A—2,290-2,290-100%$457.6K———
Index Technologies Group LLC
N/A—2,175-2,175-100%$434.6K———
MAI Capital Management
N/A—2,128-2,128-100%$425.2K———
AE Wealth Management LLC
N/A—2,105-2,105-100%$420.7K———
American Money Management, LLC
N/A—2,084-2,084-100%$416.4K———
Stonebrook Private Inc.
N/A—2,063-2,063-100%$412.2K———
Goldstone Financial Group, LLC
N/A—2,050-2,050-100%$409.7K———
Bessemer Group Inc
N/A—2,030-2,030-100%$406.0K———
OakTrust Wealth Advisors, LLC
N/A—2,025-2,025-100%$404.6K———
Eldridge Investment Advisors, Inc.
N/A—2,010-2,010-100%$401.6K———
PMG Wealth Management, Inc.
N/A—2,000-2,000-100%$399.6K———
Huntington National Bank
N/A—1,974-1,974-100%$394.4K———
Signet Private Wealth LLC
N/A—1,966-1,966-100%$392.8K———
WealthTrust Axiom LLC
N/A—1,930-1,930-100%$385.6K———
CIBC Bancorp USA Inc.
N/A—1,848-1,848-100%$369.2K———
Greykasell Wealth Strategies, Inc.
N/A—1,836-1,836-100%$366.9K———
Atlas Legacy Advisors, LLC
N/A—1,713-1,713-100%$342.3K———
Capital Group Private Client Services, Inc.
N/A—1,711-1,711-100%$341.8K———
Donaldson Capital Management, LLC
N/A—1,670-1,670-100%$333.6K———
Compound Planning, Inc.
N/A—1,667-1,667-100%$333.1K———
QRG Capital Management, Inc.
N/A—1,665-1,665-100%$332.7K———
Westbourne Investments, Inc.
N/A—1,641-1,641-100%$327.9K———
Tradition Wealth Management, LLC
N/A—1,641-1,641-100%$327.8K———
Aspiring Ventures, LLC
N/A—1,617-1,617-100%$323.1K———
Captrust Financial Advisors
N/A—1,596-1,596-100%$319.0K———
Wealthgarden F.S. LLC
N/A—1,594-1,594-100%$318.6K———
Modern Wealth Management, LLC
N/A—1,549-1,549-100%$309.4K———
IEQ Capital, LLC
N/A—1,514-1,514-100%$302.6K———
Chilton Investment Co Inc.
N/A—1,500-1,500-100%$299.7K———
Brookwood Investment Group LLC
N/A—1,475-1,475-100%$294.7K———
Transamerica Financial Advisors, LLC
N/A—1,473-1,473-100%$294.5K———
Platform Wealth Management, LLC
N/A—1,441-1,441-100%$287.9K———
5T Wealth, LLC
N/A—1,420-1,420-100%$283.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,407-1,407-100%$281.1K———
Nicolet Bankshares Inc
N/A—1,400-1,400-100%$279.7K———
Capital Advisors Inc
N/A—1,355-1,355-100%$270.7K———
Aspire Private Capital, LLC
N/A—1,304-1,304-100%$260.6K———
Jaffetilchin Investment Partners, LLC
N/A—1,282-1,282-100%$256.2K———
Brady Martz Wealth Solutions, LLC
N/A—1,266-1,266-100%$253.0K———
Summit Financial, LLC
N/A—1,241-1,241-100%$247.9K———
Entelevest, LLC
N/A—1,231-1,231-100%$245.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,227-1,227-100%$245.2K———
Coastwise Capital Group, LLC
N/A—1,221-1,221-100%$243.9K———
GWN Securities Inc.
N/A—1,202-1,202-100%$240.3K———
Pathstone Holdings, LLC
N/A—1,188-1,188-100%$237.4K———
Manning & Napier Advisors LLC
N/A—1,157-1,157-100%$231.2K———
Millennium Management LLC
N/A—1,130-1,130-100%$225.8K———
Wealthspire Advisors, LLC
N/A—1,116-1,116-100%$223.0K———
TD Capital Management LLC
N/A—1,102-1,102-100%$220.2K———
OneAscent Family Office, LLC
N/A—1,100-1,100-100%$219.8K———
Transcend Capital Advisors, LLC
N/A—1,098-1,098-100%$219.4K———
IAM Advisory, LLC
N/A—1,063-1,063-100%$212.5K———
Valmark Advisers, Inc.
N/A—1,060-1,060-100%$211.9K———
Conservest Capital Advisors, Inc.
N/A—1,047-1,047-100%$209.2K———
Expressive Wealth LLC
N/A—1,019-1,019-100%$203.6K———
XTX Topco Ltd
N/A—1,010-1,010-100%$201.8K———
Freestone Capital Holdings, LLC
N/A—1,001-1,001-100%$200.0K———
Delos Wealth Advisors, LLC
N/A—942-942-100%$188.2K———
Vanguard Advisers Inc
N/A—849-849-100%$169.7K———
Lavaca Capital LLC
N/A—827-827-100%$165.2K———
Capital Analysts, LLC
N/A—814-814-100%$163.0K———
CoreFirst Bank & Trust
N/A—802-802-100%$160.2K———
Clearstead Trust, LLC
N/A—780-780-100%$155.9K———
Barclays PLC
N/A—780-780-100%$155.9K———
First Command Advisory Services, Inc.
N/A—710-710-100%$141.9K———
Rothschild Investment LLC
N/A—667-667-100%$133.2K———
FAS Wealth Partners, Inc.
N/A—595-595-100%$118.9K———
Steigerwald, Gordon & Koch Inc.
N/A—594-594-100%$118.7K———
Edmond de Rothschild Holding S.A.
N/A—550-550-100%$109.9K———
Atlas Capital Advisors Inc.
N/A—516-516-100%$103.1K———
Caitlin John, LLC
N/A—509-509-100%$101.7K———
Westfuller Advisors, LLC
N/A—427-427-100%$85.4K———
Glen Eagle Advisors, LLC
N/A—395-395-100%$78.9K———
Smartleaf Asset Management LLC
N/A—368-368-100%$73.9K———
Allworth Financial LP
N/A—337-337-100%$67.4K———
SHP Wealth Management
N/A—335-335-100%$67.0K———
IMA Advisory Services, Inc.
N/A—318-318-100%$63.6K———
New Republic Capital, LLC
N/A—224-224-100%$44.8K———
Brown Brothers Harriman & Co
N/A—175-175-100%$35.0K———
Crewe Advisors LLC
N/A—165-165-100%$33.0K———
Medallion Wealth Advisors, LLC
N/A—164-164-100%$32.8K———
Continuum Advisory, LLC
N/A—159-159-100%$31.8K———
Strategic Wealth Partners, Ltd.
N/A—158-158-100%$31.6K———
Vision Retirement, LLC
N/A—158-158-100%$31.6K———
Ancora Advisors LLCA
N/A—145-145-100%$29.0K———
Sittner & Nelson, LLC
N/A—138-138-100%$27.6K———
Hantz Financial Services, Inc.
N/A—136-136-100%$27.0K———
UBS Asset Management Americas LLC
N/A—119-119-100%$23.8K———
Founders Financial Alliance, LLC
N/A—115-115-100%$23.0K———
BFC Planning, Inc.
N/A—115-115-100%$22.9K———
Millstone Evans Group, LLC
N/A—97-97-100%$19.4K———
Bogart Wealth, LLC
N/A—94-94-100%$18.8K———
Oxford Financial Group, Ltd. LLC
N/A—68-68-100%$13.6K———
Bravera Wealth
N/A—65-65-100%$13.0K———
CVA Family Office, LLC
N/A—56-56-100%$11.2K———
Orion Capital Management LLC
N/A—55-55-100%$11.0K———
Measured Wealth Private Client Group, LLC
N/A—54-54-100%$10.8K———
Park Place Capital Corp
N/A—52-52-100%$10.4K———
Tiaa Wealth Investment Management LLC
N/A—48-48-100%$9.6K———
Tidemark, LLC
N/A—47-47-100%$9.4K———
ST Germain D J Co Inc
N/A—41-41-100%$8.2K———
Mark Sheptoff Financial Planning, LLC
N/A—38-38-100%$7.6K———
Ameriflex Group, Inc.
N/A—36-36-100%$7.1K———
Hollencrest Capital Management
N/A—36-36-100%$7.2K———
HighMark Wealth Management LLC
N/A—35-35-100%$7.0K———
WealthShield Partners, LLC
N/A—34-34-100%$6.8K———
Rialto Wealth Management, LLC
N/A—28-28-100%$5.6K———
Synergy Investment Management, LLC
N/A—24-24-100%$4.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—22-22-100%$4.4K———
Institute for Wealth Management, Llc.
N/A—12-12-100%$2.4K———
Showing 650 of 650 institutions