IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Core Intl Stock ETF (IXUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares11,671,497 from 11,650,196
Change+21,301 (+0%)
Value$1.1B (-$3.2M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares8,086,048 from 7,913,764
Change+172,284 (+2%)
Value$768.1M (+$12.8M)
Filed 2026-10-28
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares3,281,486 from 3,160,758
Change+120,728 (+4%)
Value$311.7M (+$10.0M)
Filed 2026-11-02
Waldron Private Wealth LLC
INCREASED
Shares2,970,072 from 2,890,655
Change+79,417 (+3%)
Value$282.1M (+$6.2M)
Filed 2026-11-02
Davidson Investment Advisors
DECREASED
Shares2,096,413 from 2,122,254
Change-25,841 (-1%)
Value$199.1M (-$3.4M)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares1,905,579 from 1,799,901
Change+105,678 (+6%)
Value$181.0M (+$9.2M)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
INCREASED
Shares1,810,439 from 1,807,604
Change+2,835 (+0%)
Value$172.0M (-$544.2K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,775,638 from 1,680,304
Change+95,334 (+6%)
Value$168.7M (+$8.3M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares1,588,430 from 1,571,026
Change+17,404 (+1%)
Value$150.9M (+$946.2K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,390,786 from 1,404,457
Change-13,671 (-1%)
Value$132.1M (-$1.9M)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares1,172,316 from 1,152,135
Change+20,181 (+2%)
Value$111.4M (+$1.4M)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares1,045,534 from 956,986
Change+88,548 (+9%)
Value$99.3M (+$8.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares918,449 from 903,872
Change+14,577 (+2%)
Value$87.2K (-$86.2M)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares878,788 from 862,127
Change+16,661 (+2%)
Value$83.5M (+$1.2M)
Filed 2026-10-19
Legacy Wealth Management, LLC
INCREASED
Shares730,113 from 728,716
Change+1,397 (+0%)
Value$69.4M (-$195.2K)
Filed 2026-10-22
SWF LLC
INCREASED
Shares727,286 from 412,419
Change+314,867 (+76%)
Value$69.1M (+$29.7M)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares725,382 from 728,090
Change-2,708 (0%)
Value$68.9M (-$584.8K)
Filed 2026-10-13
Tiller Private Wealth, Inc.
INCREASED
Shares624,229 from 621,092
Change+3,137 (+1%)
Value$59.3M (+$18.5K)
Filed 2026-10-26
Chesley Taft & Associates LLC
INCREASED
Shares550,684 from 540,179
Change+10,505 (+2%)
Value$52.3M (+$754.8K)
Filed 2026-10-13
Factory Mutual Insurance Co
UNCHANGED
Shares524,000 from 524,000
Change0 (0%)
Value$49.8M (-$235.8K)
Filed 2026-10-30
Bricktown Capital, LLC
DECREASED
Shares508,819 from 514,044
Change-5,225 (-1%)
Value$48.3M (-$727.6K)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares502,310 from 529,756
Change-27,446 (-5%)
Value$47.7M (-$2.8M)
Filed 2026-10-13
Allen Investment Management, LLC
INCREASED
Shares482,142 from 480,805
Change+1,337 (+0%)
Value$45.8M (-$89.4K)
Filed 2026-11-03
Standpoint Asset Management, LLC
INCREASED
Shares480,400 from 444,300
Change+36,100 (+8%)
Value$45.6M (+$3.2M)
Filed 2026-10-16
Smith Chas P & Associates PA Cpas
NEW
Shares397,278
Change+397,278
Value$37.1M
Filed 2026-10-22
Lodestar Private Asset Management LLC
DECREASED
Shares392,728 from 409,902
Change-17,174 (-4%)
Value$37.3M (-$1.8M)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares363,839 from 348,109
Change+15,730 (+5%)
Value$34.6M (+$1.3M)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares338,653 from 325,020
Change+13,633 (+4%)
Value$32.2M (+$1.1M)
Filed 2026-10-23
Regatta Capital Group, LLC
INCREASED
Shares307,597 from 289,517
Change+18,080 (+6%)
Value$29.2M (+$1.6M)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
INCREASED
Shares292,437 from 266,800
Change+25,637 (+10%)
Value$27.8M (+$2.3M)
Filed 2026-10-28
Ullmann Wealth Partners Group, LLC
DECREASED
Shares260,504 from 267,386
Change-6,882 (-3%)
Value$24.7M (-$774.1K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares260,215 from 272,923
Change-12,708 (-5%)
Value$24.7M (-$1.3M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares258,345 from 253,609
Change+4,736 (+2%)
Value$24.3M (+$156.7K)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares250,895 from 138,737
Change+112,158 (+81%)
Value$23.8M (+$10.6M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares248,641 from 269,832
Change-21,191 (-8%)
Value$23.6M (-$2.1M)
Filed 2026-11-02
Magnolia Wealth Management, LLC
INCREASED
Shares237,509 from 234,771
Change+2,738 (+1%)
Value$22.6M (+$154.5K)
Filed 2026-10-16
Finley Financial, LLC
INCREASED
Shares228,203 from 228,192
Change+11 (0%)
Value$21.6M (-$211.2K)
Filed 2026-10-28
MontVue Capital Management, Inc.
DECREASED
Shares219,525 from 220,795
Change-1,270 (-1%)
Value$20.9M (-$220.0K)
Filed 2026-10-19
Strategic Point Investment Advisors, LLC
INCREASED
Shares216,858 from 215,909
Change+949 (+0%)
Value$20.6M (-$7.1K)
Filed 2026-10-29
Phillips Financial Management, LLC
DECREASED
Shares215,267 from 237,405
Change-22,138 (-9%)
Value$20.4M (-$2.2M)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares210,138 from 207,433
Change+2,705 (+1%)
Value$14.8M (+$190.4K)
Filed 2026-10-21
First Hawaiian Bank
DECREASED
Shares197,738 from 197,871
Change-133 (0%)
Value$18.8M (-$101.7K)
Filed 2026-10-14
Single Point Partners, LLC
INCREASED
Shares191,436 from 190,730
Change+706 (+0%)
Value$3.6M (+$50.9K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
DECREASED
Shares185,841 from 186,101
Change-260 (0%)
Value$17.7M (-$108.4K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED
Shares184,435 from 189,126
Change-4,691 (-2%)
Value$17.5M (-$530.7K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares182,819 from 182,901
Change-82 (0%)
Value$17.4M (-$90.1K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares179,407 from 178,576
Change+831 (+0%)
Value$17.0M (-$1.5K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares178,751 from 178,529
Change+222 (+0%)
Value$17.0M (-$57.4K)
Filed 2026-10-28
Angeles Wealth Management, LLC
INCREASED
Shares178,523 from 178,358
Change+165 (+0%)
Value$17.0M (-$64.6K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares177,495 from 173,127
Change+4,368 (+3%)
Value$16.9M (+$337.0K)
Filed 2026-10-16
Goldstein Advisors, LLC
INCREASED
Shares172,756 from 168,051
Change+4,705 (+3%)
Value$16.4M (+$371.3K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares171,727 from 116,827
Change+54,900 (+47%)
Value$16.3M (+$5.2M)
Filed 2026-10-26
Trinity Wealth Management, LLC
INCREASED
Shares168,578 from 166,651
Change+1,927 (+1%)
Value$16.0M (+$108.1K)
Filed 2026-10-13
North Dakota State Investment Board
NEW
Shares163,441
Change+163,441
Value$15.5M
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares160,401 from 144,003
Change+16,398 (+11%)
Value$15.2M (+$1.5M)
Filed 2026-11-05
JGP Wealth Management, LLC
INCREASED
Shares159,849 from 23,718
Change+136,131 (+574%)
Value$15.2M (+$12.9M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares158,058 from 140,901
Change+17,157 (+12%)
Value$15.0M (+$1.6M)
Filed 2026-10-21
Financial Designs Corp
INCREASED
Shares155,691 from 153,403
Change+2,288 (+1%)
Value$14.8M (+$148.3K)
Filed 2026-10-09
Verus Financial Partners, Inc.
INCREASED
Shares149,080 from 147,737
Change+1,343 (+1%)
Value$14.2M (+$61.1K)
Filed 2026-10-29
Traveka Wealth, LLC
INCREASED
Shares148,993 from 135,685
Change+13,308 (+10%)
Value$14.2M (+$1.2M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares139,648 from 122,394
Change+17,254 (+14%)
Value$13.3M (+$1.6M)
Filed 2026-11-02
Forte Asset Management LLC
INCREASED
Shares137,463 from 135,907
Change+1,556 (+1%)
Value$13.1M (+$86.6K)
Filed 2026-10-13
Greenwood Capital Associates LLC
DECREASED
Shares137,074 from 137,758
Change-684 (0%)
Value$13.0M (-$127.0K)
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares134,763 from 93,618
Change+41,145 (+44%)
Value$12.8M (+$3.9M)
Filed 2026-10-22
Howland Capital Management LLC
DECREASED
Shares132,347 from 132,348
Change-1 (0%)
Value$12.6M (-$59.7K)
Filed 2026-10-22
Forbes J M & Co LLP
INCREASED
Shares125,478 from 124,730
Change+748 (+1%)
Value$11.9M (+$14.9K)
Filed 2026-10-16
Skyline Advisors, Inc.
DECREASED
Shares125,339 from 131,900
Change-6,561 (-5%)
Value$11.9M (-$682.6K)
Filed 2026-11-03
Cherrydale Wealth Management, LLC
DECREASED
Shares123,532 from 124,908
Change-1,376 (-1%)
Value$11.7M (-$186.8K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares122,600 from 258,912
Change-136,312 (-53%)
Value$11.6M (-$13.1M)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares119,721 from 141,607
Change-21,886 (-15%)
Value$11.4M (-$2.1M)
Filed 2026-10-14
MCF Advisors LLC
DECREASED
Shares116,434 from 116,456
Change-22 (0%)
Value$11.1M (-$54.5K)
Filed 2026-10-28
Riggs Asset Managment Co. Inc.
INCREASED
Shares111,968 from 111,247
Change+721 (+1%)
Value$10.6M (+$18.4K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares110,803 from 216,735
Change-105,932 (-49%)
Value$10.5K (-$20.7M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares106,139 from 99,345
Change+6,794 (+7%)
Value$10.1M (+$600.7K)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares105,783 from 103,258
Change+2,525 (+2%)
Value$10.0M (+$193.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares103,983 from 92,962
Change+11,021 (+12%)
Value$9.9M (+$1.0M)
Filed 2026-10-08
Wesbanco Bank Inc
INCREASED
Shares100,024 from 79,003
Change+21,021 (+27%)
Value$9.5M (+$2.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares98,173 from 92,326
Change+5,847 (+6%)
Value$9.3M (+$513.9K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares97,001 from 92,686
Change+4,315 (+5%)
Value$9.1M (+$432.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares97,001 from 92,686
Change+4,315 (+5%)
Value$9.1M (+$432.0K)
Filed 2026-10-20
Newton One Investments LLC
INCREASED
Shares96,407 from 95,687
Change+720 (+1%)
Value$9.2M (+$25.3K)
Filed 2026-10-14
Catalyst Private Wealth, LLC
INCREASED
Shares95,821 from 94,206
Change+1,615 (+2%)
Value$9.1M (+$111.0K)
Filed 2026-10-13
Swmg, LLC
DECREASED
Shares91,168 from 94,284
Change-3,116 (-3%)
Value$8.4M (-$473.3K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares89,195 from 91,582
Change-2,387 (-3%)
Value$8.5M (-$268.0K)
Filed 2026-10-26
FC Advisory LLC
DECREASED
Shares88,648 from 89,307
Change-659 (-1%)
Value$8.4M (-$102.8K)
Filed 2026-10-05
Weatherly Asset Management L. P.
INCREASED
Shares88,187 from 86,077
Change+2,110 (+2%)
Value$8.4M (+$161.7K)
Filed 2026-10-20
James J. Burns & Company, LLC
DECREASED
Shares87,582 from 88,048
Change-466 (-1%)
Value$8.3M (-$83.8K)
Filed 2026-10-22
Vaquero Private Wealth, LTD
DECREASED
Shares85,069 from 89,603
Change-4,534 (-5%)
Value$8.1M (-$471.0K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares84,798 from 90,195
Change-5,397 (-6%)
Value$8.1M (-$553.2K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares84,646 from 82,722
Change+1,924 (+2%)
Value$8.0M (+$145.5K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares84,346 from 84,346
Change0 (0%)
Value$8.0M (-$10.4M)
Filed 2026-11-03
Hill Island Financial LLC
DECREASED
Shares82,359 from 85,126
Change-2,767 (-3%)
Value$7.8M (-$301.2K)
Filed 2026-10-20
Fairvoy Private Wealth, LLC
DECREASED
Shares78,876 from 85,779
Change-6,903 (-8%)
Value$7.5M (-$694.3K)
Filed 2026-10-19
Gleason Group, Inc.
INCREASED
Shares77,637 from 77,240
Change+397 (+1%)
Value$7.4M (+$3.0K)
Filed 2026-10-15
Fund Evaluation Group, LLC
DECREASED
Shares77,101 from 2,134,934
Change-2,057,833 (-96%)
Value$7.3M (-$196.4M)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares71,814 from 75,411
Change-3,597 (-5%)
Value$6.8M (-$375.6K)
Filed 2026-10-22
Lunt Capital Management, Inc.
INCREASED
Shares71,757 from 70,663
Change+1,094 (+2%)
Value$6.8M (+$72.1K)
Filed 2026-10-30
GuidedMoney, LLC
DECREASED
Shares70,845 from 71,400
Change-555 (-1%)
Value$6.7M (-$84.8K)
Filed 2026-10-29
NYL Investors LLC
INCREASED
Shares70,663 from 70,326
Change+337 (+0%)
Value$6.7M (+$365)
Filed 2026-11-03
Crescent Grove Advisors, LLC
DECREASED
Shares68,984 from 72,209
Change-3,225 (-4%)
Value$6.6M (-$338.8K)
Filed 2026-10-21
KFA Private Wealth Group, LLC
INCREASED
Shares67,964 from 67,282
Change+682 (+1%)
Value$6.5M (+$34.5K)
Filed 2026-10-07
Mesirow Financial Investment Management, Inc.
INCREASED
Shares67,142 from 66,932
Change+210 (+0%)
Value$6.4M (-$10.2K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares65,825 from 65,152
Change+673 (+1%)
Value$6.3M (+$34.6K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares65,564 from 54,546
Change+11,018 (+20%)
Value$6.2M (+$1.0M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares65,457 from 54,439
Change+11,018 (+20%)
Value$6.2M (+$1.0M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares65,146 from 66,348
Change-1,202 (-2%)
Value$6.2M (-$144.0K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares64,325 from 63,518
Change+807 (+1%)
Value$6.1M (+$48.1K)
Filed 2026-10-21
Firestone Capital Management
INCREASED
Shares64,184 from 59,271
Change+4,913 (+8%)
Value$6.1M (+$440.1K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares64,160 from 54,491
Change+9,669 (+18%)
Value$6.1M (+$894.0K)
Filed 2026-10-13
LVM Capital Management LTD
INCREASED
Shares63,653 from 63,103
Change+550 (+1%)
Value$6.0M (+$6.0M)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares63,649 from 64,191
Change-542 (-1%)
Value$6.0M (-$80.4K)
Filed 2026-11-05
Manuka Financial, LLC
DECREASED
Shares63,477 from 63,521
Change-44 (0%)
Value$6.0M (-$32.8K)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares63,166 from 64,662
Change-1,496 (-2%)
Value$6.0M (-$171.2K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares60,816 from 59,988
Change+828 (+1%)
Value$5.8M (+$51.7K)
Filed 2026-10-14
Davidson Trust Co
INCREASED
Shares60,629 from 60,317
Change+312 (+1%)
Value$5.8M (+$3.0K)
Filed 2026-10-09
PW Nova Financial Services LLC
INCREASED
Shares59,854 from 19,387
Change+40,467 (+209%)
Value$5.7M (+$3.8M)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares59,160 from 62,155
Change-2,995 (-5%)
Value$5.6M (-$312.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares58,833 from 12,764
Change+46,069 (+361%)
Value$5.6M (+$4.4M)
Filed 2026-10-16
Townsend Financial Planning, LLC
DECREASED
Shares58,085 from 60,239
Change-2,154 (-4%)
Value$5.5M (-$231.7K)
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares57,981 from 79,433
Change-21,452 (-27%)
Value$5.5M (-$2.1M)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares56,378 from 55,596
Change+782 (+1%)
Value$5.4M (+$49.3K)
Filed 2026-11-04
Fifth Third Securities, Inc.
INCREASED
Shares55,868 from 46,511
Change+9,357 (+20%)
Value$5.3M (+$867.9K)
Filed 2026-10-21
TCV Trust & Wealth Management, Inc.
DECREASED
Shares54,548 from 57,087
Change-2,539 (-4%)
Value$5.2M (-$266.9K)
Filed 2026-10-16
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares54,282 from 54,282
Change0 (0%)
Value$5.2M (-$24.4K)
Filed 2026-10-19
Pinnacle Associates LTD
DECREASED
Shares53,816 from 54,147
Change-331 (-1%)
Value$5.1M (-$55.8K)
Filed 2026-10-20
Downshift Financial, LLC
INCREASED
Shares52,781 from 51,274
Change+1,507 (+3%)
Value$5.0M (+$120.1K)
Filed 2026-10-13
Beacon Financial Planning, Inc
INCREASED
Shares52,530 from 45,432
Change+7,098 (+16%)
Value$5.0M (+$653.7K)
Filed 2026-11-04
Oliver Luxxe Assets LLC
INCREASED
Shares52,340 from 51,634
Change+706 (+1%)
Value$5.0M (+$43.8K)
Filed 2026-10-14
Catalyst Investment Management LLC
DECREASED
Shares51,992 from 58,712
Change-6,720 (-11%)
Value$4.9M (-$664.7K)
Filed 2026-10-21
Barrett & Company, Inc.
INCREASED
Shares51,405 from 44,234
Change+7,171 (+16%)
Value$4.9M (+$661.3K)
Filed 2026-10-22
Fiduciary Advisors, Inc.
DECREASED
Shares49,951 from 50,817
Change-866 (-2%)
Value$4.7M (-$105.1K)
Filed 2026-10-16
Advisory Resource Group
INCREASED
Shares49,855 from 49,819
Change+36 (+0%)
Value$4.7M (-$19.0K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares48,892 from 47,722
Change+1,170 (+2%)
Value$4.6M (+$89.7K)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares48,815 from 53,725
Change-4,910 (-9%)
Value$4.6M (-$560.4K)
Filed 2026-10-15
Guidance Point Advisors, LLC
INCREASED
Shares47,009 from 46,628
Change+381 (+1%)
Value$4.5M (+$15.2K)
Filed 2026-10-15
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares46,129 from 44,217
Change+1,912 (+4%)
Value$4.4M (+$161.7K)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares44,719 from 51,213
Change-6,494 (-13%)
Value$4.2M (-$640.0K)
Filed 2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares44,475 from 44,886
Change-411 (-1%)
Value$4.2M (-$59.3K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares43,082 from 42,260
Change+822 (+2%)
Value$4.0M (+$36.3K)
Filed 2026-10-27
Nisa Investment Advisors, LLC
UNCHANGED
Shares43,000 from 43,000
Change0 (0%)
Value$4.1M (-$19.4K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED
Shares42,957 from 36,803
Change+6,154 (+17%)
Value$4.1M (+$568.0K)
Filed 2026-10-28
Pennsylvania Capital Management Inc
UNCHANGED
Shares42,618 from 42,618
Change0 (0%)
Value$4.0M (-$19.2K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
NEW
Shares42,323
Change+42,323
Value$3.9M
Filed 2026-10-21
Carnegie Investment Counsel
UNCHANGED
Shares41,680 from 41,680
Change0 (0%)
Value$4.0M (-$18.8K)
Filed 2026-10-20
Stash Investments, LLC
INCREASED
Shares41,673 from 16,169
Change+25,504 (+158%)
Value$4.0M (+$2.4M)
Filed 2026-10-26
Balentine LLC
UNCHANGED
Shares41,439 from 41,439
Change0 (0%)
Value$3.9M (-$18.6K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares41,373 from 48,418
Change-7,045 (-15%)
Value$3.9M (-$691.0K)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
INCREASED
Shares40,884 from 17,104
Change+23,780 (+139%)
Value$3.9M (+$2.3M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares39,928 from 14,915
Change+25,013 (+168%)
Value$3.8M (+$2.4M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares39,744 from 39,408
Change+336 (+1%)
Value$3.8M (+$14.2K)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares39,656 from 43,599
Change-3,943 (-9%)
Value$3.8M (-$407.1K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED
Shares39,605 from 39,829
Change-224 (-1%)
Value$3.8M (-$39.2K)
Filed 2026-10-16
Integrity Alliance, Llc.
DECREASED
Shares39,190 from 40,351
Change-1,161 (-3%)
Value$3.7M (-$128.4K)
Filed 2026-10-29
Legacy Advisors, LLC
INCREASED
Shares38,995 from 6,810
Change+32,185 (+473%)
Value$3.7M (+$3.1M)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares38,920 from 38,245
Change+675 (+2%)
Value$3.7M (+$46.9K)
Filed 2026-10-16
Abundance Wealth Counselors
UNCHANGED
Shares38,859 from 38,859
Change0 (0%)
Value$3.7M (-$17.5K)
Filed 2026-10-26
Cadinha & Co LLC
DECREASED
Shares38,679 from 184,768
Change-146,089 (-79%)
Value$3.7M (-$14.0M)
Filed 2026-10-22
Sjbenen Advisory, LLC
INCREASED
Shares38,201 from 31,690
Change+6,511 (+21%)
Value$3.6M (+$615.0K)
Filed 2026-10-19
Wealthcare Capital Management LLC
INCREASED
Shares38,198 from 37,152
Change+1,046 (+3%)
Value$3.6M (+$82.6K)
Filed 2026-10-21
Freedom Day Solutions, LLC
DECREASED
Shares37,527 from 38,904
Change-1,377 (-4%)
Value$3.6M (-$148.3K)
Filed 2026-10-20
Flagship Private Wealth, LLC
INCREASED
Shares37,253 from 25,086
Change+12,167 (+49%)
Value$3.5M (+$1.1M)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares37,015 from 36,919
Change+96 (+0%)
Value$3.5M (-$7.5K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
DECREASED
Shares36,302 from 39,818
Change-3,516 (-9%)
Value$3.4M (-$352.0K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares35,126 from 35,417
Change-291 (-1%)
Value$3.3M (-$43.6K)
Filed 2026-10-23
Canandaigua National Trust Co of Florida
NEW
Shares34,437
Change+34,437
Value$3.3M
Filed 2026-10-07
Mather Group, Llc.
DECREASED
Shares34,281 from 34,350
Change-69 (0%)
Value$3.3M (-$22.0K)
Filed 2026-10-14
Wealth Group Ltd
DECREASED
Shares33,878 from 34,022
Change-144 (0%)
Value$3.2M (-$9.0K)
Filed 2026-10-07
Sharkey, Howes & Javer
INCREASED
Shares33,630 from 33,040
Change+590 (+2%)
Value$3.2M (+$41.2K)
Filed 2026-10-22
Penobscot Wealth Management
DECREASED
Shares33,400 from 35,249
Change-1,849 (-5%)
Value$3.2M (-$191.5K)
Filed 2026-10-21
Marietta Wealth Management, LLC
DECREASED
Shares33,046 from 33,470
Change-424 (-1%)
Value$3.1M (-$102.6K)
Filed 2026-10-22
Pacific Park Financial, Inc.
DECREASED
Shares32,736 from 34,252
Change-1,516 (-4%)
Value$3.1M (-$159.4K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares32,480 from 27,723
Change+4,757 (+17%)
Value$3.1M (+$439.5K)
Filed 2026-11-05
ADE, LLC
DECREASED
Shares31,954 from 33,466
Change-1,512 (-5%)
Value$3.0M (-$158.7K)
Filed 2026-10-29
Oarsman Capital, Inc.
DECREASED
Shares31,773 from 31,795
Change-22 (0%)
Value$3.0M (-$16.4K)
Filed 2026-11-05
Kelly Financial Group LLC
DECREASED
Shares31,292 from 31,830
Change-538 (-2%)
Value$3.0M (-$65.4K)
Filed 2026-10-16
Victory Financial Group, LLC
DECREASED
Shares31,234 from 31,362
Change-128 (0%)
Value$3.0M (-$26.3K)
Filed 2026-10-27
Integrated Advisors Network LLC
DECREASED
Shares30,314 from 34,939
Change-4,625 (-13%)
Value$2.9M (-$455.1K)
Filed 2026-10-20
Advocate Group LLC
UNCHANGED
Shares30,001 from 30,001
Change0 (0%)
Value$2.8M (-$13.5K)
Filed 2026-10-19
Collective Family Office LLC
UNCHANGED
Shares29,800 from 29,800
Change0 (0%)
Value$2.8M (-$13.4K)
Filed 2026-10-05
Klingman & Associates, LLC
DECREASED
Shares28,872 from 29,484
Change-612 (-2%)
Value$2.7M (-$71.4K)
Filed 2026-10-20
Chatham Capital Group, Inc.
UNCHANGED
Shares28,020 from 28,020
Change0 (0%)
Value$2.7M (-$12.6K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares27,908 from 27,703
Change+205 (+1%)
Value$2.7M (+$7.0K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares27,068 from 24,339
Change+2,729 (+11%)
Value$2.6M (+$248.3K)
Filed 2026-10-29
Rede Wealth, LLC
DECREASED
Shares27,057 from 27,536
Change-479 (-2%)
Value$2.6M (-$57.9K)
Filed 2026-10-22
Revolve Wealth Partners, LLC
UNCHANGED
Shares26,994 from 26,994
Change0 (0%)
Value$2.6M (-$12.1K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED
Shares26,922 from 26,922
Change0 (0%)
Value$2.6M (-$12.1K)
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
DECREASED
Shares26,511 from 28,278
Change-1,767 (-6%)
Value$2.5M (-$180.6K)
Filed 2026-10-09
Isthmus Partners, LLC
DECREASED
Shares26,443 from 26,615
Change-172 (-1%)
Value$2.5M (-$28.3K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares26,376 from 18,067
Change+8,309 (+46%)
Value$2.5M (+$791.4K)
Filed 2026-11-03
Sterling Investment Counsel, LLC
INCREASED
Shares26,101 from 24,009
Change+2,092 (+9%)
Value$2.5M (+$187.9K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares25,920 from 25,463
Change+457 (+2%)
Value$2.5M (+$43.7K)
Filed 2026-10-26
XML Financial, LLC
DECREASED
Shares25,824 from 25,909
Change-85 (0%)
Value$2.5M (-$19.7K)
Filed 2026-10-29
Vicus Capital
INCREASED
Shares25,700 from 24,317
Change+1,383 (+6%)
Value$2.4M (+$120.4K)
Filed 2026-11-05
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares25,275 from 25,275
Change0 (0%)
Value$2.4M (-$11.4K)
Filed 2026-10-28
Ipswich Investment Management Co., Inc.
INCREASED
Shares25,071 from 21,176
Change+3,895 (+18%)
Value$2.4M (+$360.5K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
DECREASED
Shares24,999 from 25,119
Change-120 (0%)
Value$2.4M (-$22.7K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
DECREASED
Shares24,997 from 27,356
Change-2,359 (-9%)
Value$2.4M (+$4.4K)
Filed 2026-10-13
Madson Wealth Advisors Inc
DECREASED
Shares24,822 from 28,407
Change-3,585 (-13%)
Value$2.4M (-$353.3K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
DECREASED
Shares24,446 from 24,594
Change-148 (-1%)
Value$2.3M (-$25.1K)
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED
Shares24,077 from 24,000
Change+77 (+0%)
Value$2.3M (-$3.5K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
DECREASED
Shares23,987 from 24,685
Change-698 (-3%)
Value$2.3M (-$77.4K)
Filed 2026-10-13
Procyon Advisors, LLC
INCREASED
Shares23,888 from 23,760
Change+128 (+1%)
Value$2.3M (+$1.5K)
Filed 2026-10-21
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares23,790 from 23,790
Change0 (0%)
Value$2.3M (-$10.7K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED
Shares23,668 from 24,118
Change-450 (-2%)
Value$2.2M (-$53.6K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares23,002 from 23,002
Change0 (0%)
Value$2.2M (-$10.4K)
Filed 2026-10-26
New England Professional Planning Group Inc.
DECREASED
Shares22,709 from 22,723
Change-14 (0%)
Value$2.2M (-$11.6K)
Filed 2026-10-29
Sentinel Trust Co LBA
DECREASED
Shares22,530 from 35,992
Change-13,462 (-37%)
Value$2.1M (+$2.1M)
Filed 2026-11-03
Legacy Bridge, LLC
UNCHANGED
Shares21,933 from 21,933
Change0 (0%)
Value$2.1M (-$9.9K)
Filed 2026-10-28
GSG Advisors LLC
INCREASED
Shares21,913 from 21,037
Change+876 (+4%)
Value$2.1M (+$73.7K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares21,894 from 19,632
Change+2,262 (+12%)
Value$2.1M (+$206.0K)
Filed 2026-10-28
High Probability Advisors, LLC
INCREASED
Shares21,762 from 20,709
Change+1,053 (+5%)
Value$2.1M (+$90.7K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares21,571 from 21,007
Change+564 (+3%)
Value$2.0M (+$44.1K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED
Shares21,272 from 17,397
Change+3,875 (+22%)
Value$2.0M (+$360.2K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares21,205 from 20,654
Change+551 (+3%)
Value$2.0M (+$43.0K)
Filed 2026-11-02
Gainplan LLC
INCREASED
Shares21,148 from 19,314
Change+1,834 (+10%)
Value$2.0M (+$165.5K)
Filed 2026-10-09
Kathmere Capital Management, LLC
DECREASED
Shares21,099 from 23,521
Change-2,422 (-10%)
Value$2.0M (-$240.6K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares21,052 from 18,200
Change+2,852 (+16%)
Value$2.0M (+$262.7K)
Filed 2026-10-28
Verum Partners LLC
DECREASED
Shares21,008 from 21,227
Change-219 (-1%)
Value$2.0M (-$30.4K)
Filed 2026-10-21
Luminvest Wealth Management LLC
INCREASED
Shares20,995 from 20,181
Change+814 (+4%)
Value$2.0M (+$68.3K)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares20,912 from 20,771
Change+141 (+1%)
Value$2.0M (+$4.0K)
Filed 2026-10-23
Sage Financial Group Inc
UNCHANGED
Shares20,577 from 20,577
Change0 (0%)
Value$2.0M (-$9.3K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares20,487 from 10,033
Change+10,454 (+104%)
Value$1.9M (+$988.5K)
Filed 2026-10-07
Asset Dedication, LLC
DECREASED
Shares20,472 from 20,474
Change-2 (0%)
Value$1.9M (-$9.4K)
Filed 2026-11-03
Voisard Asset Management Group, Inc.
DECREASED
Shares20,455 from 21,768
Change-1,313 (-6%)
Value$1.9M (-$134.5K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares19,623 from 22,443
Change-2,820 (-13%)
Value$1.9M (-$278.0K)
Filed 2026-10-07
Apollon Wealth Management, LLC
DECREASED
Shares19,202 from 19,421
Change-219 (-1%)
Value$1.8M (-$29.5K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
INCREASED
Shares18,987 from 15,612
Change+3,375 (+22%)
Value$1.8M (+$263.4K)
Filed 2026-11-03
ETF Portfolio Partners, Inc.
DECREASED
Shares18,904 from 18,993
Change-89 (0%)
Value$1.8M (-$17.0K)
Filed 2026-10-22
Arlington Trust Co LLC
INCREASED
Shares18,684 from 18,664
Change+20 (+0%)
Value$1.8M (-$6.5K)
Filed 2026-10-20
Factor Wealth Management LTD
INCREASED
Shares17,921 from 16,786
Change+1,135 (+7%)
Value$1.7M (+$100.3K)
Filed 2026-10-08
Arista Wealth Management, LLC
DECREASED
Shares17,776 from 17,805
Change-29 (0%)
Value$1.7M (-$10.8K)
Filed 2026-10-29
Burk Holdings LLC
UNCHANGED
Shares17,207 from 17,207
Change0 (0%)
Value$1.6M (-$7.7K)
Filed 2026-11-05
Independent Wealth Advisors LLC
INCREASED
Shares16,909 from 14,674
Change+2,235 (+15%)
Value$1.6M (+$205.7K)
Filed 2026-10-27
Canopy Partners, LLC
INCREASED
Shares16,715 from 16,185
Change+530 (+3%)
Value$1.6M (+$43.1K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares16,709 from 16,709
Change0 (0%)
Value$1.6M (-$7.5K)
Filed 2026-10-27
Kachkovsky & Fisher, Inc.
DECREASED
Shares16,672 from 17,006
Change-334 (-2%)
Value$1.6M (-$39.4K)
Filed 2026-10-21
Advisor Resource Council
INCREASED
Shares16,556 from 5,512
Change+11,044 (+200%)
Value$1.6M (+$1.1M)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares16,421 from 15,891
Change+530 (+3%)
Value$1.6M (+$43.2K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares16,294 from 16,294
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-06
Tred Avon Family Wealth, LLC
INCREASED
Shares15,997 from 12,810
Change+3,187 (+25%)
Value$1.5M (+$297.0K)
Filed 2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares15,580 from 14,843
Change+737 (+5%)
Value$1.5M (+$59.6K)
Filed 2026-10-21
Clark Asset Management, LLC
UNCHANGED
Shares15,022 from 15,022
Change0 (0%)
Value$1.4M (-$6.8K)
Filed 2026-10-19
4Wealth Advisors, Inc.
INCREASED
Shares14,995 from 14,386
Change+609 (+4%)
Value$1.4M (+$71.3K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares14,908 from 10,662
Change+4,246 (+40%)
Value$1.4M (+$387.5K)
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED
Shares14,716 from 14,965
Change-249 (-2%)
Value$1.4M (-$27.4K)
Filed 2026-11-02
Breakwater Capital Group
DECREASED
Shares14,693 from 14,749
Change-56 (0%)
Value$1.4M (-$12.0K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,664 from 12,776
Change+1,888 (+15%)
Value$1.4M (+$181.1K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares14,200 from 13,907
Change+293 (+2%)
Value$1.3M (-$15.9K)
Filed 2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares14,103 from 14,103
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-03
Keystone Financial Group, Inc.
INCREASED
Shares14,053 from 13,389
Change+664 (+5%)
Value$1.3M (+$57.0K)
Filed 2026-10-13
Byrne Asset Management LLC
INCREASED
Shares13,732 from 13,677
Change+55 (+0%)
Value$1.3M (-$7.5K)
Filed 2026-10-06
SilverOak Wealth Management LLC
INCREASED
Shares13,729 from 10,130
Change+3,599 (+36%)
Value$1.3M (+$337.3K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares13,303 from 13,858
Change-555 (-4%)
Value$1.3M (-$59.0K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares13,159 from 8,634
Change+4,525 (+52%)
Value$1.2M (+$425.9K)
Filed 2026-11-05
Castellan Group
NEW
Shares13,066
Change+13,066
Value$1.2M
Filed 2026-10-19
Equity Wealth Partners, LLC
INCREASED
Shares12,997 from 8,295
Change+4,702 (+57%)
Value$1.2M (+$442.9K)
Filed 2026-10-26
Parsons Capital Management Inc
DECREASED
Shares12,993 from 14,579
Change-1,586 (-11%)
Value$1.2M (-$157.2K)
Filed 2026-10-28
True Blue Financial, LLC
INCREASED
Shares12,980 from 7,006
Change+5,974 (+85%)
Value$1.2M (+$564.3K)
Filed 2026-10-15
Boyum Wealth Architects LLC
DECREASED
Shares12,941 from 13,049
Change-108 (-1%)
Value$1.2M (+$15.9K)
Filed 2026-10-06
Avantax Planning Partners, Inc.
DECREASED
Shares12,783 from 13,036
Change-253 (-2%)
Value$1.2M (-$29.9K)
Filed 2026-11-03
Alpha Wealth Funds, LLC
DECREASED
Shares12,698 from 12,829
Change-131 (-1%)
Value$1.2M (-$18.2K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares12,660 from 12,660
Change0 (0%)
Value$1.2M (-$5.7K)
Filed 2026-10-23
Advisors Management Group Inc
DECREASED
Shares12,586 from 13,095
Change-509 (-4%)
Value$1.2M (-$54.0K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares12,558 from 12,512
Change+46 (+0%)
Value$1.2M (-$1.3K)
Filed 2026-11-05
Sfam, LLC
INCREASED
Shares12,433 from 12,401
Change+32 (+0%)
Value$1.2M (-$2.5K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
DECREASED
Shares12,418 from 12,497
Change-79 (-1%)
Value$1.2M (-$13.1K)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares12,365 from 12,365
Change0 (0%)
Value$1.2M (-$5.6K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares12,204 from 11,787
Change+417 (+4%)
Value$1.2M (+$34.4K)
Filed 2026-11-05
CGN Advisors LLC
INCREASED
Shares12,038 from 11,752
Change+286 (+2%)
Value$1.1M (+$21.9K)
Filed 2026-10-21
Maple Capital Management, Inc.
DECREASED
Shares11,976 from 12,924
Change-948 (-7%)
Value$1.1M (-$95.9K)
Filed 2026-11-02
Aspen Wealth Management LLC
UNCHANGED
Shares11,938 from 11,938
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-10-14
Capstone Wealth Management, LLC
UNCHANGED
Shares11,897 from 11,897
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-11-02
RKL Wealth Management LLC
DECREASED
Shares11,873 from 12,353
Change-480 (-4%)
Value$1.1M (-$51.2K)
Filed 2026-10-16
Cushing Capital Partners, LLC
DECREASED
Shares11,688 from 12,313
Change-625 (-5%)
Value$1.1M (-$64.9K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares11,476 from 9,970
Change+1,506 (+15%)
Value$1.1M (+$138.6K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares11,292 from 10,934
Change+358 (+3%)
Value$1.1K (-$1.0M)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares11,190 from 10,985
Change+205 (+2%)
Value$1.1M (+$14.5K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares11,046 from 11,046
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
DECREASED
Shares10,819 from 11,179
Change-360 (-3%)
Value$1.0M (-$39.2K)
Filed 2026-11-05
Bailard, Inc.
UNCHANGED
Shares10,781 from 10,781
Change0 (0%)
Value$1.0M (-$4.9K)
Filed 2026-10-13
Life Planning Partners, Inc
DECREASED
Shares10,461 from 11,061
Change-600 (-5%)
Value$993.7K (-$62.0K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares10,320 from 9,462
Change+858 (+9%)
Value$980.3K (+$77.2K)
Filed 2026-10-15
Michels Family Financial, LLC
UNCHANGED
Shares10,266 from 10,266
Change0 (0%)
Value$975.2K (-$4.6K)
Filed 2026-11-02
SWS Partners
DECREASED
Shares10,247 from 10,376
Change-129 (-1%)
Value$973.3K (-$16.9K)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
INCREASED
Shares10,232 from 8,559
Change+1,673 (+20%)
Value$982.9K (+$172.2K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares10,118 from 12,508
Change-2,390 (-19%)
Value$961.1K (-$232.7K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares10,085 from 10,085
Change0 (0%)
Value$958.0K (-$4.5K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares9,865 from 10,311
Change-446 (-4%)
Value$937.1K (-$47.0K)
Filed 2026-10-27
Unique Wealth, LLC
INCREASED
Shares9,862 from 8,275
Change+1,587 (+19%)
Value$936.8K (+$147.0K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares9,698 from 9,809
Change-111 (-1%)
Value$921.2K (-$15.0K)
Filed 2026-10-29
Boston Standard Wealth Management, LLC
DECREASED
Shares9,636 from 9,637
Change-1 (0%)
Value$915.4K (+$3.3K)
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares9,615 from 6,923
Change+2,692 (+39%)
Value$913.3K (+$252.5K)
Filed 2026-10-13
Mitchell Capital Management Co
DECREASED
Shares9,592 from 9,758
Change-166 (-2%)
Value$911.1K (-$20.2K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares9,404 from 8,842
Change+562 (+6%)
Value$893.3K (+$49.4K)
Filed 2026-10-20
Legacies Wealth LLC
UNCHANGED
Shares9,271 from 9,271
Change0 (0%)
Value$880.7K (-$4.2K)
Filed 2026-11-02
Atlas Private Wealth Advisors
INCREASED
Shares9,240 from 6,740
Change+2,500 (+37%)
Value$877.7K (+$234.4K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares9,175 from 10,709
Change-1,534 (-14%)
Value$871.5K (-$150.5K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares9,121 from 9,158
Change-37 (0%)
Value$866.4K (-$7.6K)
Filed 2026-11-05
Snider Financial Group
INCREASED
Shares9,106 from 8,874
Change+232 (+3%)
Value$865.0K (+$18.0K)
Filed 2026-10-16
Argonautica Private Wealth Management, Inc
DECREASED
Shares8,987 from 8,995
Change-8 (0%)
Value$853.6K (-$4.8K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares8,963 from 9,382
Change-419 (-4%)
Value$851.4K (-$44.0K)
Filed 2026-10-16
Courage Miller Partners, LLC
DECREASED
Shares8,774 from 8,785
Change-11 (0%)
Value$833.4K (-$5.0K)
Filed 2026-10-21
Financial Council, LLC
DECREASED
Shares8,757 from 10,224
Change-1,467 (-14%)
Value$831.8K (-$144.0K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares8,548 from 5,018
Change+3,530 (+70%)
Value$812.0K (+$333.1K)
Filed 2026-10-22
Ballast Financial Advisors LLC
INCREASED
Shares8,540 from 8,257
Change+283 (+3%)
Value$811.2K (+$23.2K)
Filed 2026-10-26
Wealth Effects LLC
DECREASED
Shares8,486 from 8,590
Change-104 (-1%)
Value$806.1K (-$13.7K)
Filed 2026-10-23
Evanson Financial, LLC
UNCHANGED
Shares8,432 from 8,432
Change0 (0%)
Value$801.0K (-$3.8K)
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares8,350 from 8,352
Change-2 (0%)
Value$793.2K (-$3.9K)
Filed 2026-10-16
Bouvel Investment Partners, LLC
INCREASED
Shares8,317 from 7,326
Change+991 (+14%)
Value$790.0K (+$90.8K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares8,317 from 8,317
Change0 (0%)
Value$790.0K (-$3.7K)
Filed 2026-10-15
Sara-Bay Financial
INCREASED
Shares8,254 from 7,887
Change+367 (+5%)
Value$784.0K (+$31.2K)
Filed 2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED
Shares8,210 from 2,216
Change+5,994 (+270%)
Value$779.9K (+$568.4K)
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares8,138 from 8,187
Change-49 (-1%)
Value$773.0K (-$8.3K)
Filed 2026-10-13
Squire Investment Management Company, LLC
DECREASED
Shares8,114 from 9,995
Change-1,881 (-19%)
Value$770.7K (-$183.2K)
Filed 2026-11-03
ARS Investment Partners, LLC
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$766.1K (-$3.6K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,032 from 6,117
Change+1,915 (+31%)
Value$763.0K (+$179.2K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares7,908 from 7,908
Change0 (0%)
Value$751.2K (-$3.6K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares7,864 from 6,865
Change+999 (+15%)
Value$747.0K (+$91.8K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares7,783 from 12,280
Change-4,497 (-37%)
Value$739.3K (-$432.7K)
Filed 2026-10-21
Balefire, LLC
DECREASED
Shares7,755 from 12,794
Change-5,039 (-39%)
Value$736.6K (-$484.4K)
Filed 2026-10-09
Cassilly Financial Group LLC
UNCHANGED
Shares7,733 from 7,733
Change0 (0%)
Value$734.6K (-$3.5K)
Filed 2026-10-07
Venture Visionary Partners LLC
DECREASED
Shares7,621 from 7,721
Change-100 (-1%)
Value$723.9K (-$13.0K)
Filed 2026-10-07
Columbus Macro, LLC
DECREASED
Shares7,575 from 7,578
Change-3 (0%)
Value$719.5K (-$3.7K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares7,574 from 5,521
Change+2,053 (+37%)
Value$719.5K (+$192.5K)
Filed 2026-11-04
Madison Park Capital Advisors, LLC
INCREASED
Shares7,412 from 7,195
Change+217 (+3%)
Value$704.1K (+$17.4K)
Filed 2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares7,274 from 7,274
Change0 (0%)
Value$691.0K (-$3.3K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
DECREASED
Shares7,254 from 7,535
Change-281 (-4%)
Value$689.1K (-$30.1K)
Filed 2026-10-08
Essential Planning, Llc.
UNCHANGED
Shares7,214 from 7,214
Change0 (0%)
Value$685.3K (-$3.2K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
DECREASED
Shares7,163 from 7,173
Change-10 (0%)
Value$680.4K (-$4.2K)
Filed 2026-10-19
Watershed Private Wealth LLC
UNCHANGED
Shares7,157 from 7,157
Change0 (0%)
Value$679.8K (-$3.2K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares7,144 from 6,980
Change+164 (+2%)
Value$678.6K (+$12.4K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
INCREASED
Shares7,130 from 6,756
Change+374 (+6%)
Value$677.3K (+$32.5K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares7,075 from 115,377
Change-108,302 (-94%)
Value$672.1K (-$10.3M)
Filed 2026-11-04
Truefg, LLC
DECREASED
Shares7,056 from 7,069
Change-13 (0%)
Value$670.2K (-$4.4K)
Filed 2026-10-15
Karras Company, Inc.
DECREASED
Shares6,933 from 7,176
Change-243 (-3%)
Value$658.6K (-$26.3K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares6,839 from 8,083
Change-1,244 (-15%)
Value$649.6K (-$121.8K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares6,816 from 5,482
Change+1,334 (+24%)
Value$647.4K (+$124.3K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,804 from 6,730
Change+74 (+1%)
Value$646.3K (+$4.0K)
Filed 2026-11-05
Able Wealth Management LLC
INCREASED
Shares6,753 from 4,472
Change+2,281 (+51%)
Value$648.9K (+$222.2K)
Filed 2026-10-13
Virtue Capital Management, LLC
NEW
Shares6,726
Change+6,726
Value$638.9K
Filed 2026-10-29
Sound Stewardship, LLC
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$621.2K (-$2.9K)
Filed 2026-10-14
Romano Brothers and Company
INCREASED
Shares6,538 from 5,638
Change+900 (+16%)
Value$621.0K (+$83.0K)
Filed 2026-10-22
KOM Wealth Management Group, LLC
DECREASED
Shares6,538 from 6,541
Change-3 (0%)
Value$621.1K (-$3.2K)
Filed 2026-10-15
DMC Group, LLC
DECREASED
Shares6,527 from 9,000
Change-2,473 (-27%)
Value$620.0K (-$239.0K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,520 from 6,264
Change+256 (+4%)
Value$619.3K (+$21.5K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares6,516 from 5,781
Change+735 (+13%)
Value$618.9K (+$67.2K)
Filed 2026-10-26
LJI Wealth Management, LLC
DECREASED
Shares6,481 from 8,439
Change-1,958 (-23%)
Value$615.6K (-$189.8K)
Filed 2026-10-28
MBL Wealth, LLC
INCREASED
Shares6,367 from 5,733
Change+634 (+11%)
Value$604.8K (+$57.6K)
Filed 2026-10-22
Fairway Wealth LLC
INCREASED
Shares6,335 from 5,839
Change+496 (+8%)
Value$601.8K (+$44.5K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares6,295 from 6,115
Change+180 (+3%)
Value$598.0K (+$14.3K)
Filed 2026-11-05
Traynor Capital Management, Inc.
DECREASED
Shares6,277 from 6,303
Change-26 (0%)
Value$596.3K (-$5.3K)
Filed 2026-10-29
Valpey Financial Services, LLC
INCREASED
Shares6,265 from 5,711
Change+554 (+10%)
Value$595.2K (+$50.1K)
Filed 2026-10-30
Lake Street Private Wealth, LLC
INCREASED
Shares6,244 from 6,029
Change+215 (+4%)
Value$593.1K (+$17.6K)
Filed 2026-10-22
Embree Financial Group
INCREASED
Shares6,243 from 2,527
Change+3,716 (+147%)
Value$593.0K (+$351.8K)
Filed 2026-10-22
Verdence Capital Advisors LLC
DECREASED
Shares6,176 from 6,210
Change-34 (-1%)
Value$586.6K (-$6.0K)
Filed 2026-10-26
Benchmark Financial Wealth Advisors, LLC
UNCHANGED
Shares6,093 from 6,093
Change0 (0%)
Value$578.7K (-$2.7K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares6,061 from 5,794
Change+267 (+5%)
Value$575.7K (+$22.8K)
Filed 2026-10-28
Selective Wealth Management, Inc.
UNCHANGED
Shares5,930 from 5,930
Change0 (0%)
Value$556.8K (+$4.6K)
Filed 2026-10-16
Willow Creek Wealth Management Inc.
UNCHANGED
Shares5,925 from 5,925
Change0 (0%)
Value$562.8K (-$2.7K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$556.6K (-$2.6K)
Filed 2026-10-13
Tectonic Advisors LLC
UNCHANGED
Shares5,802 from 5,802
Change0 (0%)
Value$551.1K (-$2.6K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares5,688 from 39,139
Change-33,451 (-85%)
Value$540.2K (-$3.2M)
Filed 2026-10-23
Sharper & Granite LLC
DECREASED
Shares5,658 from 5,736
Change-78 (-1%)
Value$490.2K (-$57.2K)
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares5,622 from 5,626
Change-4 (0%)
Value$534.1K (-$2.9K)
Filed 2026-11-05
Beirne Wealth Consulting Services, LLC
DECREASED
Shares5,570 from 5,755
Change-185 (-3%)
Value$529.5K (-$20.2K)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares5,439 from 5,439
Change0 (0%)
Value$516.7K (-$2.4K)
Filed 2026-10-15
RPG Investment Advisory, LLC
DECREASED
Shares5,430 from 5,718
Change-288 (-5%)
Value$515.8K (-$29.9K)
Filed 2026-10-21
Linscomb Wealth, Inc.
UNCHANGED
Shares5,414 from 5,414
Change0 (0%)
Value$514.2K (-$2.4K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
UNCHANGED
Shares5,387 from 5,387
Change0 (0%)
Value$511.7K (-$2.4K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
INCREASED
Shares5,361 from 5,358
Change+3 (+0%)
Value$509.3K (-$2.1K)
Filed 2026-10-13
55 North Private Wealth, LLC
DECREASED
Shares5,297 from 5,424
Change-127 (-2%)
Value$503.2K (-$14.5K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares5,277 from 4,448
Change+829 (+19%)
Value$501.3K (+$76.7K)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares5,247 from 2,514
Change+2,733 (+109%)
Value$498.4K (+$258.5K)
Filed 2026-10-27
Thrive Wealth Management, LLC
DECREASED
Shares5,223 from 5,390
Change-167 (-3%)
Value$496.1K (-$18.3K)
Filed 2026-10-13
Sovran Advisors, LLC
UNCHANGED
Shares5,223 from 5,223
Change0 (0%)
Value$489.7K (+$9.1K)
Filed 2026-11-02
Lpwm LLC
INCREASED
Shares5,204 from 2,987
Change+2,217 (+74%)
Value$494.3K (+$209.2K)
Filed 2026-10-20
Liberty Capital Management, Inc.
UNCHANGED
Shares5,159 from 5,159
Change0 (0%)
Value$490.1K (-$2.3K)
Filed 2026-11-02
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$489.2K (-$2.3K)
Filed 2026-10-15
Obermeyer Wealth Partners
UNCHANGED
Shares5,092 from 5,092
Change0 (0%)
Value$483.7K (-$2.3K)
Filed 2026-10-21
Cogent Strategic Wealth LLC
UNCHANGED
Shares4,963 from 4,963
Change0 (0%)
Value$471.4K (-$2.2K)
Filed 2026-10-22
Dagco, Inc.
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$469.9K (-$2.2K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares4,942 from 3,254
Change+1,688 (+52%)
Value$469.4K (+$158.9K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
DECREASED
Shares4,934 from 5,126
Change-192 (-4%)
Value$468.6K (-$20.5K)
Filed 2026-10-29
Reflection Asset Management
INCREASED
Shares4,925 from 3,023
Change+1,902 (+63%)
Value$467.8K (+$179.3K)
Filed 2026-10-28
Tenon Financial LLC
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$467.8K (-$2.2K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares4,906 from 4,183
Change+723 (+17%)
Value$466.1K (+$66.8K)
Filed 2026-10-21
KWB Wealth
DECREASED
Shares4,902 from 4,910
Change-8 (0%)
Value$465.7K (-$2.9K)
Filed 2026-10-16
PDS Planning, Inc
NEW
Shares4,867
Change+4,867
Value$462.3K
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares4,863 from 5,463
Change-600 (-11%)
Value$459.6K (-$55.8K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares4,812 from 4,815
Change-3 (0%)
Value$457.1K (-$2.5K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares4,776 from 4,800
Change-24 (0%)
Value$451.7K (-$10.1K)
Filed 2026-10-13
Strid Group, LLC
UNCHANGED
Shares4,716 from 4,716
Change0 (0%)
Value$448.0K (-$2.1K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares4,644 from 1,582
Change+3,062 (+194%)
Value$441.1K (+$290.1K)
Filed 2026-10-28
PUREfi Wealth, LLC
UNCHANGED
Shares4,643 from 4,643
Change0 (0%)
Value$441.0K (-$2.1K)
Filed 2026-10-19
AAF Wealth Management, LLC
DECREASED
Shares4,624 from 5,236
Change-612 (-12%)
Value$439.3K (-$60.5K)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares4,620 from 3,972
Change+648 (+16%)
Value$438.9K (+$59.8K)
Filed 2026-11-05
Tranquility Partners, LLC
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$437.8K (-$2.1K)
Filed 2026-10-20
TFC Financial Management, Inc.
UNCHANGED
Shares4,586 from 4,586
Change0 (0%)
Value$435.7K (-$2.1K)
Filed 2026-10-26
LFG Wealth Partners, LLC
INCREASED
Shares4,583 from 4,045
Change+538 (+13%)
Value$435.4K (+$49.3K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
UNCHANGED
Shares4,582 from 4,582
Change0 (0%)
Value$435.2K (-$2.1K)
Filed 2026-10-21
Advisor OS, LLC
DECREASED
Shares4,576 from 4,638
Change-62 (-1%)
Value$434.7K (-$8.0K)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares4,529 from 5,270
Change-741 (-14%)
Value$430.2K (-$72.7K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
UNCHANGED
Shares4,520 from 4,520
Change0 (0%)
Value$429.4K (-$2.0K)
Filed 2026-10-16
Sage Mountain Advisors LLC
UNCHANGED
Shares4,506 from 4,506
Change0 (0%)
Value$428.0K (-$2.0K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
UNCHANGED
Shares4,476 from 4,476
Change0 (0%)
Value$425.2K (-$2.0K)
Filed 2026-10-15
Colorado Capital Management, Inc.
INCREASED
Shares4,456 from 4,364
Change+92 (+2%)
Value$423 (+$6)
Filed 2026-10-15
True North Advisors, LLC
UNCHANGED
Shares4,441 from 4,441
Change0 (0%)
Value$421.9K (-$2.0K)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares4,408 from 4,334
Change+74 (+2%)
Value$418.7K (+$5.1K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,378 from 4,301
Change+77 (+2%)
Value$415.9K (+$5.4K)
Filed 2026-10-19
Accredited Investors Inc.
DECREASED
Shares4,359 from 4,490
Change-131 (-3%)
Value$414.1K (-$14.5K)
Filed 2026-11-03
waypoint wealth counsel
UNCHANGED
Shares4,314 from 4,314
Change0 (0%)
Value$409.8K (-$1.9K)
Filed 2026-10-22
JDH Wealth Management, LLC
UNCHANGED
Shares4,283 from 4,283
Change0 (0%)
Value$406.8K (-$1.9K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares4,241 from 4,032
Change+209 (+5%)
Value$402.9K (+$18.0K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares4,214 from 3,848
Change+366 (+10%)
Value$400.3K (+$33.0K)
Filed 2026-10-22
BIP Wealth, LLC
UNCHANGED
Shares4,165 from 4,165
Change0 (0%)
Value$395.7K (-$1.9K)
Filed 2026-10-22
May Hill Capital, LLC
INCREASED
Shares4,157 from 4,105
Change+52 (+1%)
Value$394.9K (+$3.1K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares4,155 from 3,848
Change+307 (+8%)
Value$394.7K (+$27.4K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares4,143 from 4,143
Change0 (0%)
Value$393.6K (-$1.9K)
Filed 2026-10-27
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$391.5K (-$1.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares4,112 from 4,156
Change-44 (-1%)
Value$390.6K (-$6.1K)
Filed 2026-10-08
TPG Advisors LLC
INCREASED
Shares4,105 from 4,076
Change+29 (+1%)
Value$389.9K (+$920)
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares4,064 from 3,811
Change+253 (+7%)
Value$386.0K (+$22.3K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares4,006 from 3,908
Change+98 (+3%)
Value$383.0K (+$10.0K)
Filed 2026-10-30
Aspect Partners, LLC
INCREASED
Shares3,993 from 3,957
Change+36 (+1%)
Value$379.3K (+$1.6K)
Filed 2026-10-20
Birchbrook, Inc.
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$378.7K (-$1.8K)
Filed 2026-10-14
William Mack & Associates, Inc.
DECREASED
Shares3,979 from 6,327
Change-2,348 (-37%)
Value$378.0K (-$225.9K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares3,973 from 3,358
Change+615 (+18%)
Value$377.1K (+$59.6K)
Filed 2026-10-08
RAM Investment Partners, LLC
UNCHANGED
Shares3,955 from 3,955
Change0 (0%)
Value$375.7K (-$1.8K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares3,941 from 14,295
Change-10,354 (-72%)
Value$374.3K (-$990.0K)
Filed 2026-11-04
Tactive Advisors, LLC
INCREASED
Shares3,921 from 3,894
Change+27 (+1%)
Value$372.5K (+$813)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares3,863 from 3,213
Change+650 (+20%)
Value$367.0K (+$60.3K)
Filed 2026-11-04
One Way Holdings LLC
DECREASED
Shares3,855 from 3,978
Change-123 (-3%)
Value$366.2K (-$13.5K)
Filed 2026-10-29
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares3,837 from 3,837
Change0 (0%)
Value$364.5K (+$653)
Filed 2026-10-19
Enzi Wealth
UNCHANGED
Shares3,793 from 3,793
Change0 (0%)
Value$359.0K (+$379)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares3,785 from 3,785
Change0 (0%)
Value$359.5K (-$1.7K)
Filed 2026-11-05
Element Pointe Advisors, LLC
INCREASED
Shares3,741 from 2,438
Change+1,303 (+53%)
Value$355.4K (+$122.7K)
Filed 2026-10-21
Blue Water Asset Management
UNCHANGED
Shares3,723 from 3,723
Change0 (0%)
Value$353.7K (-$1.7K)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED
Shares3,692 from 2,739
Change+953 (+35%)
Value$350.7K (+$89.3K)
Filed 2026-10-09
Financial Architects, LLC
DECREASED
Shares3,685 from 3,770
Change-85 (-2%)
Value$350.0K (-$9.8K)
Filed 2026-10-13
Spectrum Strategic Capital Management, LLC
DECREASED
Shares3,608 from 4,663
Change-1,055 (-23%)
Value$342.7K (-$102.4K)
Filed 2026-10-22
Rossby Financial, LCC
DECREASED
Shares3,604 from 3,738
Change-134 (-4%)
Value$342.4K (-$14.4K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
DECREASED
Shares3,578 from 4,484
Change-906 (-20%)
Value$339.9K (-$88.1K)
Filed 2026-10-09
Sterling Investment Advisors LLC
INCREASED
Shares3,497 from 3,492
Change+5 (+0%)
Value$332.3K (-$1.1K)
Filed 2026-10-27
Park State Asset Management
UNCHANGED
Shares3,465 from 3,465
Change0 (0%)
Value$329.1K (-$1.6K)
Filed 2026-11-02
Sima Wealth Partners, LLC
DECREASED
Shares3,459 from 3,800
Change-341 (-9%)
Value$328.6K (-$34.1K)
Filed 2026-10-19
Koa Wealth Management, LLC
NEW
Shares3,450
Change+3,450
Value$327.7K
Filed 2026-10-14
Lakeshore Financial Planning, Inc.
INCREASED
Shares3,417 from 3,024
Change+393 (+13%)
Value$324.6K (+$36.0K)
Filed 2026-10-13
Cooper S Advisors, LLC
UNCHANGED
Shares3,402 from 3,402
Change0 (0%)
Value$323.2K (-$1.5K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares3,345 from 3,240
Change+105 (+3%)
Value$317.7K (+$8.5K)
Filed 2026-11-05
Helium Advisors LLC
INCREASED
Shares3,301 from 3,196
Change+105 (+3%)
Value$313.6K (+$8.5K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares3,292 from 3,285
Change+7 (+0%)
Value$312.7K (-$813)
Filed 2026-10-08
Plan Group Financial, LLC
INCREASED
Shares3,270 from 2,270
Change+1,000 (+44%)
Value$306.5K (+$89.9K)
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares3,269 from 3,309
Change-40 (-1%)
Value$310.5K (-$5.3K)
Filed 2026-10-16
TSA Wealth Managment LLC
NEW
Shares3,209
Change+3,209
Value$304.8K
Filed 2026-10-22
Certified Advisory Corp
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$302.1K (-$1.4K)
Filed 2026-10-29
Sapient Capital LLC
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$297.3K (-$1.4K)
Filed 2026-10-08
Beacon Bank & Trust
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$297.0K (-$1.4K)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
INCREASED
Shares3,078 from 3,065
Change+13 (+0%)
Value$292.3K (-$144)
Filed 2026-10-30
Means Investment Co., Inc.
INCREASED
Shares3,061 from 3,016
Change+45 (+1%)
Value$290.7K (+$2.9K)
Filed 2026-11-03
Invera Wealth Advisors, LLC
INCREASED
Shares3,043 from 2,645
Change+398 (+15%)
Value$289.1K (+$36.6K)
Filed 2026-10-28
LEE Danner & Bass Inc
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$288.3K (-$1.4K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$283.0K (+$34.0K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares2,974 from 991
Change+1,983 (+200%)
Value$282.5K (+$187.9K)
Filed 2026-10-15
Cooper Financial Group
INCREASED
Shares2,972 from 2,910
Change+62 (+2%)
Value$282.3K (+$4.6K)
Filed 2026-10-07
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares2,953 from 2,824
Change+129 (+5%)
Value$281 (-$269.7K)
Filed 2026-10-27
JIM Saulnier & Associates, LLC
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$279.7K (-$1.3K)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$278.1K (-$1.3K)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares2,904 from 3,170
Change-266 (-8%)
Value$275.9K (-$26.7K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares2,867 from 2,769
Change+98 (+4%)
Value$272.4K (+$8.1K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,864 from 4,825
Change-1,961 (-41%)
Value$272.1K (-$185.3K)
Filed 2026-10-13
American State Bank (Iowa)
INCREASED
Shares2,845 from 2,525
Change+320 (+13%)
Value$270.2K (+$29.3K)
Filed 2026-11-03
Compound Planning, Inc.
UNCHANGED
Shares2,837 from 2,837
Change0 (0%)
Value$269.4K (-$1.3K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares2,834
Change+2,834
Value$269.2K
Filed 2026-10-26
Wilkins Miller Wealth Management, LLC
INCREASED
Shares2,830 from 2,630
Change+200 (+8%)
Value$268.8K (+$17.8K)
Filed 2026-10-13
National Wealth Management Group, LLC
INCREASED
Shares2,789 from 2,501
Change+288 (+12%)
Value$265.0K (+$26.2K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
DECREASED
Shares2,773 from 3,698
Change-925 (-25%)
Value$263 (-$90)
Filed 2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$262.5K (-$1.2K)
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares2,725 from 3,336
Change-611 (-18%)
Value$258.8K (-$59.5K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares2,700 from 2,893
Change-193 (-7%)
Value$256.5K (-$19.6K)
Filed 2026-10-13
Sowell Financial Services LLC
NEW
Shares2,679
Change+2,679
Value$254.4K
Filed 2026-10-23
TritonPoint Partners, LLC
DECREASED
Shares2,666 from 3,141
Change-475 (-15%)
Value$253.2K (-$46.5K)
Filed 2026-11-05
EPG Wealth Management LLC
DECREASED
Shares2,652 from 2,854
Change-202 (-7%)
Value$251.9K (-$20.5K)
Filed 2026-11-03
Cora Capital Advisors LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$250.0K (-$1.2K)
Filed 2026-11-02
Invested Advisors
INCREASED
Shares2,597 from 2,578
Change+19 (+1%)
Value$246.7K (+$645)
Filed 2026-10-23
Inlight Wealth Management, LLC
UNCHANGED
Shares2,594 from 2,594
Change0 (0%)
Value$246.4K (-$1.2K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
DECREASED
Shares2,592 from 2,594
Change-2 (0%)
Value$246.3K (-$1.4K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
UNCHANGED
Shares2,559 from 2,559
Change0 (0%)
Value$243.1K (-$1.2K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
INCREASED
Shares2,453 from 2,396
Change+57 (+2%)
Value$233.0K (+$4.3K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$231.9K (-$1.1K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares2,437 from 2,172
Change+265 (+12%)
Value$230.7K (+$23.8K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares2,416 from 38,164
Change-35,748 (-94%)
Value$229.5K (-$3.4M)
Filed 2026-11-04
Capital Investment Counsel, LLC
UNCHANGED
Shares2,411 from 2,411
Change0 (0%)
Value$229.0K (-$1.1K)
Filed 2026-10-14
Fiduciary Alliance LLC
NEW
Shares2,397
Change+2,397
Value$227.7K
Filed 2026-10-13
Abacus Planning Group, Inc.
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$225.0K (-$1.1K)
Filed 2026-11-02
Forza Wealth Management, LLC
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$222.7K (-$1.1K)
Filed 2026-10-20
Investment Partners, Ltd.
NEW
Shares2,338
Change+2,338
Value$222.1K
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares2,333 from 2,136
Change+197 (+9%)
Value$221.6K (+$17.7K)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares2,311 from 2,311
Change0 (0%)
Value$219.5K (-$1.0K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares2,300 from 2,275
Change+25 (+1%)
Value$217.4K (+$2.8K)
Filed 2026-10-16
Miller Financial Services LLC
NEW
Shares2,245
Change+2,245
Value$213.3K
Filed 2026-10-20
Busey Bank
UNCHANGED
Shares2,241 from 2,241
Change0 (0%)
Value$212.9K (-$1.0K)
Filed 2026-10-26
Uptick Partners, LLC
DECREASED
Shares2,240 from 2,241
Change-1 (0%)
Value$212.7K (-$1.1K)
Filed 2026-11-04
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares2,233 from 2,413
Change-180 (-7%)
Value$212.1K (-$18.2K)
Filed 2026-10-22
Wise Wealth Partners
DECREASED
Shares2,225 from 2,226
Change-1 (0%)
Value$211.4K (-$1.1K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$211.2K (-$1.0K)
Filed 2026-10-16
Harbor Group, Inc.
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$208.6K (-$988)
Filed 2026-10-14
Forum Financial Management, LP
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$206.5K (-$979)
Filed 2026-10-16
Old Mission Investment Co LLC
INCREASED
Shares2,143 from 2,105
Change+38 (+2%)
Value$203.6K (+$2.7K)
Filed 2026-10-22
Precedent Wealth Partners, LLC
NEW
Shares2,136
Change+2,136
Value$202.9K
Filed 2026-10-21
Madrona Financial Services, LLC
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$202.2K (-$958)
Filed 2026-10-23
Visionary Wealth Advisors
NEW
Shares2,121
Change+2,121
Value$201.5K
Filed 2026-11-04
Independence Financial Advisors, LLC
UNCHANGED
Shares2,111 from 2,111
Change0 (0%)
Value$200.6K (-$950)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$195.0K (-$924)
Filed 2026-11-02
Torren Management, LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$193.9K (-$919)
Filed 2026-10-29
DT Investment Partners, LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$179.3K (-$849)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares1,746 from 1,785
Change-39 (-2%)
Value$165.8K (-$4.5K)
Filed 2026-11-04
Trust Co of Vermont
NEW
Shares1,486
Change+1,486
Value$141.2K
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$134.7K (-$639)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$127.8K (-$605)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$117.1K (-$555)
Filed 2026-10-23
Global Trust Asset Management, LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$113.6K (-$538)
Filed 2026-10-19
Avion Wealth
INCREASED
Shares1,176 from 426
Change+750 (+176%)
Value$111.0K (+$111.0K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,124 from 1,124
Change0 (0%)
Value$106.8K (-$506)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares972 from 890
Change+82 (+9%)
Value$92.3K (+$7.4K)
Filed 2026-10-29
Breakwater Investment Management
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$86.4K (-$410)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$78.3K (-$371)
Filed 2026-10-28
Next Level Wealth Planning, LLC
NEW
Shares823
Change+823
Value$78.1K
Filed 2026-10-29
Holos Integrated Wealth LLC
DECREASED
Shares801 from 2,236
Change-1,435 (-64%)
Value$74.7K (-$136.7K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$74.6K (-$353)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$71.4K (-$338)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares739
Change+739
Value$60
Filed 2026-10-02
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$67.1K (-$2.1K)
Filed 2026-10-29
Oakworth Capital, Inc.
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$67.4K (+$454)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$67.0K (-$317)
Filed 2026-10-22
Blueline Advisors LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$63.5K (-$301)
Filed 2026-10-15
Bank of New Hampshire
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$61.8K (-$293)
Filed 2026-10-06
Jacobi Capital Management LLC
NEW
Shares611
Change+611
Value$58.0K
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$56.4K (-$267)
Filed 2026-10-26
Tompkins Financial Corp
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$54.4K (-$258)
Filed 2026-10-05
CX Institutional
NEW
Shares559
Change+559
Value$53
Filed 2026-10-02
Toth Financial Advisory Corp
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$52.2K (-$247)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$52.0K (-$246)
Filed 2026-10-15
Abound Wealth Management
DECREASED
Shares531 from 568
Change-37 (-7%)
Value$50.4K (-$3.8K)
Filed 2026-10-26
Mascoma Wealth Management LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$48.4K (-$229)
Filed 2026-10-23
Yankcom Partnership
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$42.7K (-$202)
Filed 2026-10-15
United Financial Planning Group LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$41.4K (-$196)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$39.0K (-$184)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$38.4K (-$182)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$37.0K (-$175)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares383 from 367
Change+16 (+4%)
Value$36.4K (+$1.4K)
Filed 2026-10-16
Reap Financial Group, LLC
INCREASED
Shares370 from 351
Change+19 (+5%)
Value$35.1K (+$1.6K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$35.1K (-$166)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$35.1K (-$166)
Filed 2026-11-03
StrongBox Wealth, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$34.3K (-$163)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
NEW
Shares353
Change+353
Value$33.5K
Filed 2026-11-05
Kelleher Financial Advisors
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$30.5K (-$145)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$29.6K (-$140)
Filed 2026-11-02
Capital Investment Counsel, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$28.5K (-$135)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$27.0K (-$128)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$26.5K (-$126)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares256 from 222
Change+34 (+15%)
Value$24.3K (+$3.1K)
Filed 2026-10-09
Retirement Wealth Solutions LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$24.1K (-$114)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares232 from 231
Change+1 (+0%)
Value$22.0K (-$9)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$22.0K (-$104)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$19.9K (-$94)
Filed 2026-10-27
West Branch Capital LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$19.2K (-$91)
Filed 2026-10-20
Activest Wealth Management
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$19.2K (-$91)
Filed 2026-10-15
Hanson & Doremus Investment Management
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$18 (-$18.0K)
Filed 2026-10-16
Rossmore Private Capital
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$16.6K (-$79)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$15.8K (-$75)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$15.2K (-$72)
Filed 2026-10-28
Gamma Investing LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$15.2K (-$72)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$14.6K (-$70)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares145 from 122
Change+23 (+19%)
Value$13.8K (+$2.1K)
Filed 2026-10-27
Go Invest LLC
INCREASED
Shares141 from 133
Change+8 (+6%)
Value$13.4K (+$716)
Filed 2026-10-09
Fortitude Family Office, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$13.2K (-$63)
Filed 2026-10-14
3Chopt Investment Partners, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$12.9K (-$61)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$12.1K (-$57)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$11.6K (-$55)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$10.0K (+$52)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$10.0K (-$48)
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$10.0K (-$47)
Filed 2026-10-15
WPG Advisers, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.5K (-$45)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares88
Change+88
Value$8.4K
Filed 2026-10-21
Independence Bank of Kentucky
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.4K (-$40)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares87
Change+87
Value$8.2K
Filed 2026-10-27
GGM Financial LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$8.2K (-$39)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.1K (-$39)
Filed 2026-10-13
Montgomery Financial Services LLC
NEW
Shares75
Change+75
Value$7.1K
Filed 2026-11-03
Godsey & Gibb, Inc
NEW
Shares74
Change+74
Value$7.0K
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares72
Change+72
Value$6.8K
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares67 from 79
Change-12 (-15%)
Value$6.4K (-$1.1K)
Filed 2026-11-02
Putney Financial Group LLC
NEW
Shares61
Change+61
Value$5.8K
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.1K (-$25)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.8K (-$23)
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.2K (-$19)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
NEW
Shares42
Change+42
Value$4.0K
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares41
Change+41
Value$3.9K
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.4K (-$16)
Filed 2026-10-08
Valley National Advisers Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.1K (-$15)
Filed 2026-10-23
Eastern Bank
NEW
Shares30
Change+30
Value$2.9K
Filed 2026-10-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.8K (-$13)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares28
Change+28
Value$2.7K
Filed 2026-11-03
Signature Equity Partners, LLC
DECREASED
Shares26 from 534
Change-508 (-95%)
Value$2.4K (-$48.5K)
Filed 2026-10-29
Trust Co
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.5K (-$11)
Filed 2026-10-09
Versant Capital Management, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.5K (-$11)
Filed 2026-10-02
Networth Advisors, LLC
DECREASED
Shares15 from 274
Change-259 (-95%)
Value$1.5K (-$24.7K)
Filed 2026-11-03
MV Capital Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (-$7)
Filed 2026-10-29
CKW Financial Group
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1 ($0)
Filed 2026-10-29
Contravisory Investment Management, Inc.
NEW
Shares7
Change+7
Value$665
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 53,427
Change-53,427 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-21
TBH Global Asset Management, LLC
CLOSED
Shares0 from 51,160
Change-51,160 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-03
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 11,007
Change-11,007 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Kestra Investment Management, LLC
CLOSED
Shares0 from 6,162
Change-6,162 (-100%)
Value$0 (-$588.1K)
Filed 2026-11-04
Zega Investments, LLC
CLOSED
Shares0 from 5,816
Change-5,816 (-100%)
Value$0 (-$555.1K)
Filed 2026-11-04
Urban Wealth Management, LLC
CLOSED
Shares0 from 5,771
Change-5,771 (-100%)
Value$0 (-$550.8K)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 4,639
Change-4,639 (-100%)
Value$0 (-$442.7K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 3,548
Change-3,548 (-100%)
Value$0 (-$338.6K)
Filed 2026-10-26
Veracity Capital LLC
CLOSED
Shares0 from 3,110
Change-3,110 (-100%)
Value$0 (-$296.8K)
Filed 2026-10-08
Red Mountain Financial, LLC
CLOSED
Shares0 from 2,998
Change-2,998 (-100%)
Value$0 (-$286.2K)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,670
Change-2,670 (-100%)
Value$0 (-$254.8K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
CLOSED
Shares0 from 2,520
Change-2,520 (-100%)
Value$0 (-$240.5K)
Filed 2026-10-09
Raab & Moskowitz Asset Management LLC
CLOSED
Shares0 from 2,486
Change-2,486 (-100%)
Value$0 (-$237.3K)
Filed 2026-11-02
Greenwood Gearhart LLC
CLOSED
Shares0 from 2,399
Change-2,399 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 2,213
Change-2,213 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 1,366
Change-1,366 (-100%)
Value$0 (-$130.4K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,094
Change-1,094 (-100%)
Value$0 (-$103.3K)
Filed 2026-10-16
Private Wealth Management Group, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$95.4K)
Filed 2026-10-19
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$86.0K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 687
Change-687 (-100%)
Value$0 (-$65.6K)
Filed 2026-11-04
Tsfg, LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$19)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-15
Investors Research Corp
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-07
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$11.5K)
Filed 2026-11-03
Richardson Financial Services Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
BlackRock, Inc.
N/A
Shares— from 274,117,987
Change-274,117,987 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 37,327,069
Change-37,327,069 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 25,793,599
Change-25,793,599 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,009,882
Change-12,009,882 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,690,453
Change-10,690,453 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,990,270
Change-9,990,270 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,096,593
Change-8,096,593 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,980,418
Change-6,980,418 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,296,845
Change-6,296,845 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,389,360
Change-5,389,360 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,023,941
Change-5,023,941 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 3,083,208
Change-3,083,208 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,941,250
Change-2,941,250 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,513,209
Change-2,513,209 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,455,521
Change-2,455,521 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,335,950
Change-2,335,950 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,187,306
Change-2,187,306 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,061,566
Change-2,061,566 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,909,445
Change-1,909,445 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,771,279
Change-1,771,279 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 1,585,303
Change-1,585,303 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,525,461
Change-1,525,461 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,521,349
Change-1,521,349 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,292,181
Change-1,292,181 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,232,210
Change-1,232,210 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,147,148
Change-1,147,148 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,137,805
Change-1,137,805 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,047,523
Change-1,047,523 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,026,979
Change-1,026,979 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 987,573
Change-987,573 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 911,328
Change-911,328 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 845,112
Change-845,112 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 842,622
Change-842,622 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 760,416
Change-760,416 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 745,177
Change-745,177 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 633,567
Change-633,567 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 624,773
Change-624,773 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 616,609
Change-616,609 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 594,031
Change-594,031 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 591,873
Change-591,873 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 576,881
Change-576,881 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 552,898
Change-552,898 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 542,748
Change-542,748 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 518,215
Change-518,215 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 469,910
Change-469,910 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 463,174
Change-463,174 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 462,244
Change-462,244 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 449,280
Change-449,280 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 404,333
Change-404,333 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 397,614
Change-397,614 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 385,388
Change-385,388 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 361,898
Change-361,898 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 336,456
Change-336,456 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 320,820
Change-320,820 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 311,599
Change-311,599 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 294,580
Change-294,580 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 277,937
Change-277,937 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 273,452
Change-273,452 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 265,293
Change-265,293 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 265,293
Change-265,293 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 227,748
Change-227,748 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 227,271
Change-227,271 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 219,975
Change-219,975 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 203,450
Change-203,450 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 202,436
Change-202,436 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 201,581
Change-201,581 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 197,891
Change-197,891 (-100%)
Value—
Es4, LLC
N/A
Shares— from 195,098
Change-195,098 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 189,668
Change-189,668 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 188,288
Change-188,288 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 184,159
Change-184,159 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 184,076
Change-184,076 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 182,082
Change-182,082 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 175,684
Change-175,684 (-100%)
Value—
FMR LLC
N/A
Shares— from 172,370
Change-172,370 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 166,979
Change-166,979 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 163,548
Change-163,548 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 155,513
Change-155,513 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 153,815
Change-153,815 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 143,229
Change-143,229 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 142,981
Change-142,981 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 137,189
Change-137,189 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 136,061
Change-136,061 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 135,268
Change-135,268 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 132,289
Change-132,289 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 128,087
Change-128,087 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 121,940
Change-121,940 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 121,021
Change-121,021 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 113,117
Change-113,117 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 112,876
Change-112,876 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 112,820
Change-112,820 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 111,851
Change-111,851 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 110,492
Change-110,492 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 102,027
Change-102,027 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 100,263
Change-100,263 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 99,138
Change-99,138 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 98,469
Change-98,469 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 98,369
Change-98,369 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 96,322
Change-96,322 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 90,674
Change-90,674 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 85,094
Change-85,094 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 84,966
Change-84,966 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 83,606
Change-83,606 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 83,144
Change-83,144 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 81,662
Change-81,662 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 81,425
Change-81,425 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 80,979
Change-80,979 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 80,174
Change-80,174 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 79,478
Change-79,478 (-100%)
Value—
Nwam LLC
N/A
Shares— from 78,162
Change-78,162 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 78,159
Change-78,159 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 77,355
Change-77,355 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 77,266
Change-77,266 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 74,916
Change-74,916 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 74,466
Change-74,466 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 73,660
Change-73,660 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 73,656
Change-73,656 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 72,356
Change-72,356 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 71,468
Change-71,468 (-100%)
Value—
Commerce Bank
N/A
Shares— from 70,326
Change-70,326 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 66,224
Change-66,224 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 64,358
Change-64,358 (-100%)
Value—
Blair William & Co
N/A
Shares— from 63,972
Change-63,972 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 59,539
Change-59,539 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 58,205
Change-58,205 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,874
Change-57,874 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 57,868
Change-57,868 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 57,169
Change-57,169 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 57,014
Change-57,014 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 56,601
Change-56,601 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 55,769
Change-55,769 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 55,632
Change-55,632 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 55,280
Change-55,280 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 52,080
Change-52,080 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 51,676
Change-51,676 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 49,813
Change-49,813 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 49,737
Change-49,737 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 49,007
Change-49,007 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 48,818
Change-48,818 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 48,215
Change-48,215 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 47,477
Change-47,477 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 47,218
Change-47,218 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 46,130
Change-46,130 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 46,093
Change-46,093 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 44,556
Change-44,556 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 44,235
Change-44,235 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 44,135
Change-44,135 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 43,620
Change-43,620 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 42,126
Change-42,126 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 40,993
Change-40,993 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 40,950
Change-40,950 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 39,313
Change-39,313 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 39,284
Change-39,284 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 39,073
Change-39,073 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,488
Change-38,488 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 38,136
Change-38,136 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 36,770
Change-36,770 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 35,845
Change-35,845 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 35,494
Change-35,494 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 35,456
Change-35,456 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 33,625
Change-33,625 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,403
Change-33,403 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,231
Change-33,231 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 33,162
Change-33,162 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 32,828
Change-32,828 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 32,288
Change-32,288 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 32,220
Change-32,220 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,214
Change-32,214 (-100%)
Value—
Betterment LLC
N/A
Shares— from 31,683
Change-31,683 (-100%)
Value—
&partners
N/A
Shares— from 31,274
Change-31,274 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 31,272
Change-31,272 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 31,265
Change-31,265 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 31,174
Change-31,174 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 30,753
Change-30,753 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 29,206
Change-29,206 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,981
Change-28,981 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 28,923
Change-28,923 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,884
Change-28,884 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 28,606
Change-28,606 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 28,397
Change-28,397 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 28,071
Change-28,071 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 26,454
Change-26,454 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 26,399
Change-26,399 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 26,301
Change-26,301 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 25,662
Change-25,662 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,922
Change-24,922 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 24,902
Change-24,902 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,598
Change-24,598 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 24,443
Change-24,443 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,253
Change-22,253 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,418
Change-21,418 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 21,014
Change-21,014 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,785
Change-20,785 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 20,650
Change-20,650 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 20,246
Change-20,246 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,047
Change-20,047 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 20,044
Change-20,044 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,976
Change-19,976 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,576
Change-19,576 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 19,120
Change-19,120 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 18,874
Change-18,874 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 18,527
Change-18,527 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 16,599
Change-16,599 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 16,566
Change-16,566 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 16,560
Change-16,560 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 16,529
Change-16,529 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 16,279
Change-16,279 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 15,424
Change-15,424 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,332
Change-15,332 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 15,217
Change-15,217 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 13,234
Change-13,234 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 13,147
Change-13,147 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,711
Change-12,711 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 12,552
Change-12,552 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 12,359
Change-12,359 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 12,028
Change-12,028 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,644
Change-11,644 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 9,525
Change-9,525 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 9,525
Change-9,525 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 9,355
Change-9,355 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 9,232
Change-9,232 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,254
Change-8,254 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7,458
Change-7,458 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,377
Change-7,377 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,408
Change-5,408 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,366
Change-4,366 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 927
Change-927 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Quarry LP
N/A
Shares— from 820
Change-820 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 772
Change-772 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 586
Change-586 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 576
Change-576 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 503
Change-503 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 490
Change-490 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 305
Change-305 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 280
Change-280 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 106
Change-106 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 100
Change-100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 80
Change-80 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 53
Change-53 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 16
Change-16 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10
Change-10 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
US Bancorp \de\
INCREASED11,671,49711,650,196+21,301+0%$1.1B$1.1B-$3.2M2026-11-05
D.A. Davidson & Co.
INCREASED8,086,0487,913,764+172,284+2%$755.3M$768.1M+$12.8M2026-10-28
Adventist Health System Sunbelt Healthcare Corp
INCREASED3,281,4863,160,758+120,728+4%$301.7M$311.7M+$10.0M2026-11-02
Waldron Private Wealth LLC
INCREASED2,970,0722,890,655+79,417+3%$275.9M$282.1M+$6.2M2026-11-02
Davidson Investment Advisors
DECREASED2,096,4132,122,254-25,841-1%$202.5M$199.1M-$3.4M2026-10-20
AMG National Trust Bank
INCREASED1,905,5791,799,901+105,678+6%$171.8M$181.0M+$9.2M2026-11-05
Cahaba Wealth Management, Inc.
INCREASED1,810,4391,807,604+2,835+0%$172.5M$172.0M-$544.2K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED1,775,6381,680,304+95,334+6%$160.4M$168.7M+$8.3M2026-10-29
Commonwealth Equity Services, LLC
INCREASED1,588,4301,571,026+17,404+1%$149.9M$150.9M+$946.2K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED1,390,7861,404,457-13,671-1%$134.0M$132.1M-$1.9M2026-10-20
Compass Ion Advisors, LLC
INCREASED1,172,3161,152,135+20,181+2%$110.0M$111.4M+$1.4M2026-10-23
AlphaCore Capital LLC
INCREASED1,045,534956,986+88,548+9%$91.3M$99.3M+$8.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED918,449903,872+14,577+2%$86.3M$87.2K-$86.2M2026-11-02
True Private Wealth Advisors
INCREASED878,788862,127+16,661+2%$82.3M$83.5M+$1.2M2026-10-19
Legacy Wealth Management, LLC
INCREASED730,113728,716+1,397+0%$69.5M$69.4M-$195.2K2026-10-22
SWF LLC
INCREASED727,286412,419+314,867+76%$39.4M$69.1M+$29.7M2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED725,382728,090-2,7080%$69.5M$68.9M-$584.8K2026-10-13
Tiller Private Wealth, Inc.
INCREASED624,229621,092+3,137+1%$59.3M$59.3M+$18.5K2026-10-26
Chesley Taft & Associates LLC
INCREASED550,684540,179+10,505+2%$51.6M$52.3M+$754.8K2026-10-13
Factory Mutual Insurance Co
UNCHANGED524,000524,00000%$50.0M$49.8M-$235.8K2026-10-30
Bricktown Capital, LLC
DECREASED508,819514,044-5,225-1%$49.1M$48.3M-$727.6K2026-10-13
Equitable Trust Co
DECREASED502,310529,756-27,446-5%$50.6M$47.7M-$2.8M2026-10-13
Allen Investment Management, LLC
INCREASED482,142480,805+1,337+0%$45.9M$45.8M-$89.4K2026-11-03
Standpoint Asset Management, LLC
INCREASED480,400444,300+36,100+8%$42.4M$45.6M+$3.2M2026-10-16
Smith Chas P & Associates PA Cpas
NEW397,278—+397,278——$37.1M—2026-10-22
Lodestar Private Asset Management LLC
DECREASED392,728409,902-17,174-4%$39.1M$37.3M-$1.8M2026-10-26
HUB Investment Partners, LLC
INCREASED363,839348,109+15,730+5%$33.2M$34.6M+$1.3M2026-11-03
Stone House Investment Management, LLC
INCREASED338,653325,020+13,633+4%$31.0M$32.2M+$1.1M2026-10-23
Regatta Capital Group, LLC
INCREASED307,597289,517+18,080+6%$27.6M$29.2M+$1.6M2026-10-23
Alliance Wealth Advisors, LLC
INCREASED292,437266,800+25,637+10%$25.5M$27.8M+$2.3M2026-10-28
Ullmann Wealth Partners Group, LLC
DECREASED260,504267,386-6,882-3%$25.5M$24.7M-$774.1K2026-11-02
Brookstone Capital Management
DECREASED260,215272,923-12,708-5%$26.0M$24.7M-$1.3M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED258,345253,609+4,736+2%$24.2M$24.3M+$156.7K2026-10-13
Keybank National Association
INCREASED250,895138,737+112,158+81%$13.2M$23.8M+$10.6M2026-11-04
Creative Planning
DECREASED248,641269,832-21,191-8%$25.8M$23.6M-$2.1M2026-11-02
Magnolia Wealth Management, LLC
INCREASED237,509234,771+2,738+1%$22.4M$22.6M+$154.5K2026-10-16
Finley Financial, LLC
INCREASED228,203228,192+110%$21.8M$21.6M-$211.2K2026-10-28
MontVue Capital Management, Inc.
DECREASED219,525220,795-1,270-1%$21.1M$20.9M-$220.0K2026-10-19
Strategic Point Investment Advisors, LLC
INCREASED216,858215,909+949+0%$20.6M$20.6M-$7.1K2026-10-29
Phillips Financial Management, LLC
DECREASED215,267237,405-22,138-9%$22.7M$20.4M-$2.2M2026-10-19
Assetmark, Inc
INCREASED210,138207,433+2,705+1%$14.6M$14.8M+$190.4K2026-10-21
First Hawaiian Bank
DECREASED197,738197,871-1330%$18.9M$18.8M-$101.7K2026-10-14
Single Point Partners, LLC
INCREASED191,436190,730+706+0%$3.6M$3.6M+$50.9K2026-10-19
Baker Ellis Asset Management LLC
DECREASED185,841186,101-2600%$17.8M$17.7M-$108.4K2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED184,435189,126-4,691-2%$18.1M$17.5M-$530.7K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED182,819182,901-820%$17.5M$17.4M-$90.1K2026-10-21
HB Wealth Management, LLC
INCREASED179,407178,576+831+0%$17.0M$17.0M-$1.5K2026-10-23
Choreo, LLC
INCREASED178,751178,529+222+0%$17.0M$17.0M-$57.4K2026-10-28
Angeles Wealth Management, LLC
INCREASED178,523178,358+165+0%$17.0M$17.0M-$64.6K2026-10-26
Pension & Wealth Management Advisors, Inc.
INCREASED177,495173,127+4,368+3%$16.5M$16.9M+$337.0K2026-10-16
Goldstein Advisors, LLC
INCREASED172,756168,051+4,705+3%$16.0M$16.4M+$371.3K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED171,727116,827+54,900+47%$11.1M$16.3M+$5.2M2026-10-26
Trinity Wealth Management, LLC
INCREASED168,578166,651+1,927+1%$15.9M$16.0M+$108.1K2026-10-13
North Dakota State Investment Board
NEW163,441—+163,441——$15.5M—2026-10-27
Thrivent Financial for Lutherans
INCREASED160,401144,003+16,398+11%$13.7M$15.2M+$1.5M2026-11-05
JGP Wealth Management, LLC
INCREASED159,84923,718+136,131+574%$2.3M$15.2M+$12.9M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED158,058140,901+17,157+12%$13.4M$15.0M+$1.6M2026-10-21
Financial Designs Corp
INCREASED155,691153,403+2,288+1%$14.6M$14.8M+$148.3K2026-10-09
Verus Financial Partners, Inc.
INCREASED149,080147,737+1,343+1%$14.1M$14.2M+$61.1K2026-10-29
Traveka Wealth, LLC
INCREASED148,993135,685+13,308+10%$12.9M$14.2M+$1.2M2026-10-19
Kestra Advisory Services, LLC
INCREASED139,648122,394+17,254+14%$11.7M$13.3M+$1.6M2026-11-02
Forte Asset Management LLC
INCREASED137,463135,907+1,556+1%$13.0M$13.1M+$86.6K2026-10-13
Greenwood Capital Associates LLC
DECREASED137,074137,758-6840%$13.1M$13.0M-$127.0K2026-10-27
Winthrop Advisory Group LLC
INCREASED134,76393,618+41,145+44%$8.9M$12.8M+$3.9M2026-10-22
Howland Capital Management LLC
DECREASED132,347132,348-10%$12.6M$12.6M-$59.7K2026-10-22
Forbes J M & Co LLP
INCREASED125,478124,730+748+1%$11.9M$11.9M+$14.9K2026-10-16
Skyline Advisors, Inc.
DECREASED125,339131,900-6,561-5%$12.6M$11.9M-$682.6K2026-11-03
Cherrydale Wealth Management, LLC
DECREASED123,532124,908-1,376-1%$11.9M$11.7M-$186.8K2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED122,600258,912-136,312-53%$24.7M$11.6M-$13.1M2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED119,721141,607-21,886-15%$13.5M$11.4M-$2.1M2026-10-14
MCF Advisors LLC
DECREASED116,434116,456-220%$11.1M$11.1M-$54.5K2026-10-28
Riggs Asset Managment Co. Inc.
INCREASED111,968111,247+721+1%$10.6M$10.6M+$18.4K2026-11-05
Park Avenue Securities LLC
DECREASED110,803216,735-105,932-49%$20.7M$10.5K-$20.7M2026-10-26
Atria Investments, Inc
INCREASED106,13999,345+6,794+7%$9.5M$10.1M+$600.7K2026-10-15
Ascent Group, LLC
INCREASED105,783103,258+2,525+2%$9.9M$10.0M+$193.4K2026-10-30
Farther Finance Advisors, LLC
INCREASED103,98392,962+11,021+12%$8.9M$9.9M+$1.0M2026-10-08
Wesbanco Bank Inc
INCREASED100,02479,003+21,021+27%$7.5M$9.5M+$2.0M2026-11-04
Bank of New York Mellon Corp
INCREASED98,17392,326+5,847+6%$8.8M$9.3M+$513.9K2026-11-05
Diversify Advisory Services, LLC
INCREASED97,00192,686+4,315+5%$8.7M$9.1M+$432.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED97,00192,686+4,315+5%$8.7M$9.1M+$432.0K2026-10-20
Newton One Investments LLC
INCREASED96,40795,687+720+1%$9.1M$9.2M+$25.3K2026-10-14
Catalyst Private Wealth, LLC
INCREASED95,82194,206+1,615+2%$9.0M$9.1M+$111.0K2026-10-13
Swmg, LLC
DECREASED91,16894,284-3,116-3%$8.9M$8.4M-$473.3K2026-10-23
Oppenheimer & Co Inc
DECREASED89,19591,582-2,387-3%$8.7M$8.5M-$268.0K2026-10-26
FC Advisory LLC
DECREASED88,64889,307-659-1%$8.5M$8.4M-$102.8K2026-10-05
Weatherly Asset Management L. P.
INCREASED88,18786,077+2,110+2%$8.2M$8.4M+$161.7K2026-10-20
James J. Burns & Company, LLC
DECREASED87,58288,048-466-1%$8.4M$8.3M-$83.8K2026-10-22
Vaquero Private Wealth, LTD
DECREASED85,06989,603-4,534-5%$8.6M$8.1M-$471.0K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED84,79890,195-5,397-6%$8.6M$8.1M-$553.2K2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED84,64682,722+1,924+2%$7.9M$8.0M+$145.5K2026-10-29
St. Louis Trust Co
UNCHANGED84,34684,34600%$18.4M$8.0M-$10.4M2026-11-03
Hill Island Financial LLC
DECREASED82,35985,126-2,767-3%$8.1M$7.8M-$301.2K2026-10-20
Fairvoy Private Wealth, LLC
DECREASED78,87685,779-6,903-8%$8.2M$7.5M-$694.3K2026-10-19
Gleason Group, Inc.
INCREASED77,63777,240+397+1%$7.4M$7.4M+$3.0K2026-10-15
Fund Evaluation Group, LLC
DECREASED77,1012,134,934-2,057,833-96%$203.8M$7.3M-$196.4M2026-11-05
Strategic Blueprint, LLC
DECREASED71,81475,411-3,597-5%$7.2M$6.8M-$375.6K2026-10-22
Lunt Capital Management, Inc.
INCREASED71,75770,663+1,094+2%$6.7M$6.8M+$72.1K2026-10-30
GuidedMoney, LLC
DECREASED70,84571,400-555-1%$6.8M$6.7M-$84.8K2026-10-29
NYL Investors LLC
INCREASED70,66370,326+337+0%$6.7M$6.7M+$3652026-11-03
Crescent Grove Advisors, LLC
DECREASED68,98472,209-3,225-4%$6.9M$6.6M-$338.8K2026-10-21
KFA Private Wealth Group, LLC
INCREASED67,96467,282+682+1%$6.4M$6.5M+$34.5K2026-10-07
Mesirow Financial Investment Management, Inc.
INCREASED67,14266,932+210+0%$6.4M$6.4M-$10.2K2026-11-05
Soltis Investment Advisors LLC
INCREASED65,82565,152+673+1%$6.2M$6.3M+$34.6K2026-10-28
Blueprint Investment Partners LLC
INCREASED65,56454,546+11,018+20%$5.2M$6.2M+$1.0M2026-10-28
Blueprint Financial Advisors LLC
INCREASED65,45754,439+11,018+20%$5.2M$6.2M+$1.0M2026-10-28
Fifth Third Bancorp
DECREASED65,14666,348-1,202-2%$6.3M$6.2M-$144.0K2026-11-05
Ellis Investment Partners, LLC
INCREASED64,32563,518+807+1%$6.1M$6.1M+$48.1K2026-10-21
Firestone Capital Management
INCREASED64,18459,271+4,913+8%$5.7M$6.1M+$440.1K2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED64,16054,491+9,669+18%$5.2M$6.1M+$894.0K2026-10-13
LVM Capital Management LTD
INCREASED63,65363,103+550+1%$6.0K$6.0M+$6.0M2026-10-20
WBH Advisory Inc
DECREASED63,64964,191-542-1%$6.1M$6.0M-$80.4K2026-11-05
Manuka Financial, LLC
DECREASED63,47763,521-440%$6.1M$6.0M-$32.8K2026-10-16
Signaturefd, LLC
DECREASED63,16664,662-1,496-2%$6.2M$6.0M-$171.2K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED60,81659,988+828+1%$5.7M$5.8M+$51.7K2026-10-14
Davidson Trust Co
INCREASED60,62960,317+312+1%$5.8M$5.8M+$3.0K2026-10-09
PW Nova Financial Services LLC
INCREASED59,85419,387+40,467+209%$1.9M$5.7M+$3.8M2026-10-15
Mission Wealth Management, LP
DECREASED59,16062,155-2,995-5%$5.9M$5.6M-$312.4K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED58,83312,764+46,069+361%$1.2M$5.6M+$4.4M2026-10-16
Townsend Financial Planning, LLC
DECREASED58,08560,239-2,154-4%$5.7M$5.5M-$231.7K2026-11-02
First Command Advisory Services, Inc.
DECREASED57,98179,433-21,452-27%$7.6M$5.5M-$2.1M2026-11-05
Gryphon Financial Partners LLC
INCREASED56,37855,596+782+1%$5.3M$5.4M+$49.3K2026-11-04
Fifth Third Securities, Inc.
INCREASED55,86846,511+9,357+20%$4.4M$5.3M+$867.9K2026-10-21
TCV Trust & Wealth Management, Inc.
DECREASED54,54857,087-2,539-4%$5.4M$5.2M-$266.9K2026-10-16
Guardsman Private Capital Management, Inc.
UNCHANGED54,28254,28200%$5.2M$5.2M-$24.4K2026-10-19
Pinnacle Associates LTD
DECREASED53,81654,147-331-1%$5.2M$5.1M-$55.8K2026-10-20
Downshift Financial, LLC
INCREASED52,78151,274+1,507+3%$4.9M$5.0M+$120.1K2026-10-13
Beacon Financial Planning, Inc
INCREASED52,53045,432+7,098+16%$4.3M$5.0M+$653.7K2026-11-04
Oliver Luxxe Assets LLC
INCREASED52,34051,634+706+1%$4.9M$5.0M+$43.8K2026-10-14
Catalyst Investment Management LLC
DECREASED51,99258,712-6,720-11%$5.6M$4.9M-$664.7K2026-10-21
Barrett & Company, Inc.
INCREASED51,40544,234+7,171+16%$4.2M$4.9M+$661.3K2026-10-22
Fiduciary Advisors, Inc.
DECREASED49,95150,817-866-2%$4.8M$4.7M-$105.1K2026-10-16
Advisory Resource Group
INCREASED49,85549,819+36+0%$4.8M$4.7M-$19.0K2026-10-26
Spire Wealth Management
INCREASED48,89247,722+1,170+2%$4.6M$4.6M+$89.7K2026-10-30
AdvisorNet Financial, Inc
DECREASED48,81553,725-4,910-9%$5.1M$4.6M-$560.4K2026-10-15
Guidance Point Advisors, LLC
INCREASED47,00946,628+381+1%$4.5M$4.5M+$15.2K2026-10-15
Taylor & Morgan Wealth Management, LLC
INCREASED46,12944,217+1,912+4%$4.2M$4.4M+$161.7K2026-10-09
Truist Financial Corp
DECREASED44,71951,213-6,494-13%$4.9M$4.2M-$640.0K2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED44,47544,886-411-1%$4.3M$4.2M-$59.3K2026-10-29
Chicago Partners Investment Group LLC
INCREASED43,08242,260+822+2%$3.9M$4.0M+$36.3K2026-10-27
Nisa Investment Advisors, LLC
UNCHANGED43,00043,00000%$4.1M$4.1M-$19.4K2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED42,95736,803+6,154+17%$3.5M$4.1M+$568.0K2026-10-28
Pennsylvania Capital Management Inc
UNCHANGED42,61842,61800%$4.1M$4.0M-$19.2K2026-11-05
Foster Victor Wealth Advisors, LLC
NEW42,323—+42,323——$3.9M—2026-10-21
Carnegie Investment Counsel
UNCHANGED41,68041,68000%$4.0M$4.0M-$18.8K2026-10-20
Stash Investments, LLC
INCREASED41,67316,169+25,504+158%$1.5M$4.0M+$2.4M2026-10-26
Balentine LLC
UNCHANGED41,43941,43900%$4.0M$3.9M-$18.6K2026-11-03
SteelPeak Wealth, LLC
DECREASED41,37348,418-7,045-15%$4.6M$3.9M-$691.0K2026-10-16
Cedar Mountain Advisors, LLC
INCREASED40,88417,104+23,780+139%$1.6M$3.9M+$2.3M2026-10-15
Lido Advisors, LLC
INCREASED39,92814,915+25,013+168%$1.4M$3.8M+$2.4M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED39,74439,408+336+1%$3.8M$3.8M+$14.2K2026-10-30
Compass Financial Management LLC
DECREASED39,65643,599-3,943-9%$4.2M$3.8M-$407.1K2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED39,60539,829-224-1%$3.8M$3.8M-$39.2K2026-10-16
Integrity Alliance, Llc.
DECREASED39,19040,351-1,161-3%$3.9M$3.7M-$128.4K2026-10-29
Legacy Advisors, LLC
INCREASED38,9956,810+32,185+473%$649.9K$3.7M+$3.1M2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED38,92038,245+675+2%$3.7M$3.7M+$46.9K2026-10-16
Abundance Wealth Counselors
UNCHANGED38,85938,85900%$3.7M$3.7M-$17.5K2026-10-26
Cadinha & Co LLC
DECREASED38,679184,768-146,089-79%$17.6M$3.7M-$14.0M2026-10-22
Sjbenen Advisory, LLC
INCREASED38,20131,690+6,511+21%$3.0M$3.6M+$615.0K2026-10-19
Wealthcare Capital Management LLC
INCREASED38,19837,152+1,046+3%$3.5M$3.6M+$82.6K2026-10-21
Freedom Day Solutions, LLC
DECREASED37,52738,904-1,377-4%$3.7M$3.6M-$148.3K2026-10-20
Flagship Private Wealth, LLC
INCREASED37,25325,086+12,167+49%$2.4M$3.5M+$1.1M2026-11-05
Naples Global Advisors, LLC
INCREASED37,01536,919+96+0%$3.5M$3.5M-$7.5K2026-11-05
Amplius Wealth Advisors, LLC
DECREASED36,30239,818-3,516-9%$3.8M$3.4M-$352.0K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED35,12635,417-291-1%$3.4M$3.3M-$43.6K2026-10-23
Canandaigua National Trust Co of Florida
NEW34,437—+34,437——$3.3M—2026-10-07
Mather Group, Llc.
DECREASED34,28134,350-690%$3.3M$3.3M-$22.0K2026-10-14
Wealth Group Ltd
DECREASED33,87834,022-1440%$3.2M$3.2M-$9.0K2026-10-07
Sharkey, Howes & Javer
INCREASED33,63033,040+590+2%$3.2M$3.2M+$41.2K2026-10-22
Penobscot Wealth Management
DECREASED33,40035,249-1,849-5%$3.4M$3.2M-$191.5K2026-10-21
Marietta Wealth Management, LLC
DECREASED33,04633,470-424-1%$3.2M$3.1M-$102.6K2026-10-22
Pacific Park Financial, Inc.
DECREASED32,73634,252-1,516-4%$3.3M$3.1M-$159.4K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED32,48027,723+4,757+17%$2.6M$3.1M+$439.5K2026-11-05
ADE, LLC
DECREASED31,95433,466-1,512-5%$3.2M$3.0M-$158.7K2026-10-29
Oarsman Capital, Inc.
DECREASED31,77331,795-220%$3.0M$3.0M-$16.4K2026-11-05
Kelly Financial Group LLC
DECREASED31,29231,830-538-2%$3.0M$3.0M-$65.4K2026-10-16
Victory Financial Group, LLC
DECREASED31,23431,362-1280%$3.0M$3.0M-$26.3K2026-10-27
Integrated Advisors Network LLC
DECREASED30,31434,939-4,625-13%$3.3M$2.9M-$455.1K2026-10-20
Advocate Group LLC
UNCHANGED30,00130,00100%$2.9M$2.8M-$13.5K2026-10-19
Collective Family Office LLC
UNCHANGED29,80029,80000%$2.8M$2.8M-$13.4K2026-10-05
Klingman & Associates, LLC
DECREASED28,87229,484-612-2%$2.8M$2.7M-$71.4K2026-10-20
Chatham Capital Group, Inc.
UNCHANGED28,02028,02000%$2.7M$2.7M-$12.6K2026-10-16
Brighton Jones LLC
INCREASED27,90827,703+205+1%$2.6M$2.7M+$7.0K2026-11-03
Vise Technologies, Inc.
INCREASED27,06824,339+2,729+11%$2.3M$2.6M+$248.3K2026-10-29
Rede Wealth, LLC
DECREASED27,05727,536-479-2%$2.6M$2.6M-$57.9K2026-10-22
Revolve Wealth Partners, LLC
UNCHANGED26,99426,99400%$2.6M$2.6M-$12.1K2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED26,92226,92200%$2.6M$2.6M-$12.1K2026-11-03
Williams & Novak Wealth Management, LLC
DECREASED26,51128,278-1,767-6%$2.7M$2.5M-$180.6K2026-10-09
Isthmus Partners, LLC
DECREASED26,44326,615-172-1%$2.5M$2.5M-$28.3K2026-10-21
StoneX Group Inc.
INCREASED26,37618,067+8,309+46%$1.7M$2.5M+$791.4K2026-11-03
Sterling Investment Counsel, LLC
INCREASED26,10124,009+2,092+9%$2.3M$2.5M+$187.9K2026-10-19
Triad Wealth Partners, LLC
INCREASED25,92025,463+457+2%$2.4M$2.5M+$43.7K2026-10-26
XML Financial, LLC
DECREASED25,82425,909-850%$2.5M$2.5M-$19.7K2026-10-29
Vicus Capital
INCREASED25,70024,317+1,383+6%$2.3M$2.4M+$120.4K2026-11-05
Donor Advised Charitable Giving, Inc.
UNCHANGED25,27525,27500%$2.4M$2.4M-$11.4K2026-10-28
Ipswich Investment Management Co., Inc.
INCREASED25,07121,176+3,895+18%$2.0M$2.4M+$360.5K2026-10-13
Van Cleef Asset Management,Inc
DECREASED24,99925,119-1200%$2.4M$2.4M-$22.7K2026-10-20
SAX Wealth Advisors, LLC
DECREASED24,99727,356-2,359-9%$2.4M$2.4M+$4.4K2026-10-13
Madson Wealth Advisors Inc
DECREASED24,82228,407-3,585-13%$2.7M$2.4M-$353.3K2026-10-13
Bond & Devick Financial Network, Inc.
DECREASED24,44624,594-148-1%$2.3M$2.3M-$25.1K2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED24,07724,000+77+0%$2.3M$2.3M-$3.5K2026-10-16
Connecticut Wealth Management, LLC
DECREASED23,98724,685-698-3%$2.4M$2.3M-$77.4K2026-10-13
Procyon Advisors, LLC
INCREASED23,88823,760+128+1%$2.3M$2.3M+$1.5K2026-10-21
RED Lighthouse Investment Management, LLC
UNCHANGED23,79023,79000%$2.3M$2.3M-$10.7K2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED23,66824,118-450-2%$2.3M$2.2M-$53.6K2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED23,00223,00200%$2.2M$2.2M-$10.4K2026-10-26
New England Professional Planning Group Inc.
DECREASED22,70922,723-140%$2.2M$2.2M-$11.6K2026-10-29
Sentinel Trust Co LBA
DECREASED22,53035,992-13,462-37%$3.4K$2.1M+$2.1M2026-11-03
Legacy Bridge, LLC
UNCHANGED21,93321,93300%$2.1M$2.1M-$9.9K2026-10-28
GSG Advisors LLC
INCREASED21,91321,037+876+4%$2.0M$2.1M+$73.7K2026-11-03
MGO One Seven LLC
INCREASED21,89419,632+2,262+12%$1.9M$2.1M+$206.0K2026-10-28
High Probability Advisors, LLC
INCREASED21,76220,709+1,053+5%$2.0M$2.1M+$90.7K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED21,57121,007+564+3%$2.0M$2.0M+$44.1K2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED21,27217,397+3,875+22%$1.7M$2.0M+$360.2K2026-10-14
Golden State Wealth Management, LLC
INCREASED21,20520,654+551+3%$2.0M$2.0M+$43.0K2026-11-02
Gainplan LLC
INCREASED21,14819,314+1,834+10%$1.8M$2.0M+$165.5K2026-10-09
Kathmere Capital Management, LLC
DECREASED21,09923,521-2,422-10%$2.2M$2.0M-$240.6K2026-10-20
Clear Creek Financial Management, LLC
INCREASED21,05218,200+2,852+16%$1.7M$2.0M+$262.7K2026-10-28
Verum Partners LLC
DECREASED21,00821,227-219-1%$2.0M$2.0M-$30.4K2026-10-21
Luminvest Wealth Management LLC
INCREASED20,99520,181+814+4%$1.9M$2.0M+$68.3K2026-10-14
Financial Management Professionals, Inc.
INCREASED20,91220,771+141+1%$2.0M$2.0M+$4.0K2026-10-23
Sage Financial Group Inc
UNCHANGED20,57720,57700%$2.0M$2.0M-$9.3K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED20,48710,033+10,454+104%$957.6K$1.9M+$988.5K2026-10-07
Asset Dedication, LLC
DECREASED20,47220,474-20%$2.0M$1.9M-$9.4K2026-11-03
Voisard Asset Management Group, Inc.
DECREASED20,45521,768-1,313-6%$2.1M$1.9M-$134.5K2026-10-13
Canandaigua National Bank & Trust Co
DECREASED19,62322,443-2,820-13%$2.1M$1.9M-$278.0K2026-10-07
Apollon Wealth Management, LLC
DECREASED19,20219,421-219-1%$1.9M$1.8M-$29.5K2026-10-23
Twelve Points Wealth Management LLC
INCREASED18,98715,612+3,375+22%$1.5M$1.8M+$263.4K2026-11-03
ETF Portfolio Partners, Inc.
DECREASED18,90418,993-890%$1.8M$1.8M-$17.0K2026-10-22
Arlington Trust Co LLC
INCREASED18,68418,664+20+0%$1.8M$1.8M-$6.5K2026-10-20
Factor Wealth Management LTD
INCREASED17,92116,786+1,135+7%$1.6M$1.7M+$100.3K2026-10-08
Arista Wealth Management, LLC
DECREASED17,77617,805-290%$1.7M$1.7M-$10.8K2026-10-29
Burk Holdings LLC
UNCHANGED17,20717,20700%$1.6M$1.6M-$7.7K2026-11-05
Independent Wealth Advisors LLC
INCREASED16,90914,674+2,235+15%$1.4M$1.6M+$205.7K2026-10-27
Canopy Partners, LLC
INCREASED16,71516,185+530+3%$1.5M$1.6M+$43.1K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED16,70916,70900%$1.6M$1.6M-$7.5K2026-10-27
Kachkovsky & Fisher, Inc.
DECREASED16,67217,006-334-2%$1.6M$1.6M-$39.4K2026-10-21
Advisor Resource Council
INCREASED16,5565,512+11,044+200%$530.2K$1.6M+$1.1M2026-11-05
Sagespring Wealth Partners, LLC
INCREASED16,42115,891+530+3%$1.5M$1.6M+$43.2K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED16,29416,29400%$1.6M$1.6M$02026-10-06
Tred Avon Family Wealth, LLC
INCREASED15,99712,810+3,187+25%$1.2M$1.5M+$297.0K2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED15,58014,843+737+5%$1.4M$1.5M+$59.6K2026-10-21
Clark Asset Management, LLC
UNCHANGED15,02215,02200%$1.4M$1.4M-$6.8K2026-10-19
4Wealth Advisors, Inc.
INCREASED14,99514,386+609+4%$1.4M$1.4M+$71.3K2026-10-13
Wedmont Private Capital
INCREASED14,90810,662+4,246+40%$1.0M$1.4M+$387.5K2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED14,71614,965-249-2%$1.4M$1.4M-$27.4K2026-11-02
Breakwater Capital Group
DECREASED14,69314,749-560%$1.4M$1.4M-$12.0K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED14,66412,776+1,888+15%$1.2M$1.4M+$181.1K2026-10-23
Prospera Financial Services Inc
INCREASED14,20013,907+293+2%$1.3M$1.3M-$15.9K2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED14,10314,10300%$1.3M$1.3M$02026-11-03
Keystone Financial Group, Inc.
INCREASED14,05313,389+664+5%$1.3M$1.3M+$57.0K2026-10-13
Byrne Asset Management LLC
INCREASED13,73213,677+55+0%$1.3M$1.3M-$7.5K2026-10-06
SilverOak Wealth Management LLC
INCREASED13,72910,130+3,599+36%$966.8K$1.3M+$337.3K2026-10-29
Parallel Advisors, LLC
DECREASED13,30313,858-555-4%$1.3M$1.3M-$59.0K2026-11-03
Confluence Wealth Services, Inc.
INCREASED13,1598,634+4,525+52%$824.0K$1.2M+$425.9K2026-11-05
Castellan Group
NEW13,066—+13,066——$1.2M—2026-10-19
Equity Wealth Partners, LLC
INCREASED12,9978,295+4,702+57%$791.7K$1.2M+$442.9K2026-10-26
Parsons Capital Management Inc
DECREASED12,99314,579-1,586-11%$1.4M$1.2M-$157.2K2026-10-28
True Blue Financial, LLC
INCREASED12,9807,006+5,974+85%$668.7K$1.2M+$564.3K2026-10-15
Boyum Wealth Architects LLC
DECREASED12,94113,049-108-1%$1.2M$1.2M+$15.9K2026-10-06
Avantax Planning Partners, Inc.
DECREASED12,78313,036-253-2%$1.2M$1.2M-$29.9K2026-11-03
Alpha Wealth Funds, LLC
DECREASED12,69812,829-131-1%$1.2M$1.2M-$18.2K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED12,66012,66000%$1.2M$1.2M-$5.7K2026-10-23
Advisors Management Group Inc
DECREASED12,58613,095-509-4%$1.2M$1.2M-$54.0K2026-11-05
Joel Isaacson & Co., LLC
INCREASED12,55812,512+46+0%$1.2M$1.2M-$1.3K2026-11-05
Sfam, LLC
INCREASED12,43312,401+32+0%$1.2M$1.2M-$2.5K2026-11-03
SC&H Financial Advisors, Inc.
DECREASED12,41812,497-79-1%$1.2M$1.2M-$13.1K2026-10-14
Nemes Rush Group LLC
UNCHANGED12,36512,36500%$1.2M$1.2M-$5.6K2026-11-04
Stirlingshire Investments, Inc.
INCREASED12,20411,787+417+4%$1.1M$1.2M+$34.4K2026-11-05
CGN Advisors LLC
INCREASED12,03811,752+286+2%$1.1M$1.1M+$21.9K2026-10-21
Maple Capital Management, Inc.
DECREASED11,97612,924-948-7%$1.2M$1.1M-$95.9K2026-11-02
Aspen Wealth Management LLC
UNCHANGED11,93811,93800%$1.1M$1.1M-$5.4K2026-10-14
Capstone Wealth Management, LLC
UNCHANGED11,89711,89700%$1.1M$1.1M-$5.4K2026-11-02
RKL Wealth Management LLC
DECREASED11,87312,353-480-4%$1.2M$1.1M-$51.2K2026-10-16
Cushing Capital Partners, LLC
DECREASED11,68812,313-625-5%$1.2M$1.1M-$64.9K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED11,4769,970+1,506+15%$951.6K$1.1M+$138.6K2026-10-29
Wedbush Securities Inc
INCREASED11,29210,934+358+3%$1.0M$1.1K-$1.0M2026-10-22
SeaCrest Wealth Management, LLC
INCREASED11,19010,985+205+2%$1.0M$1.1M+$14.5K2026-10-21
PKS Advisory Services, LLC
UNCHANGED11,04611,04600%$1.1M$1.1M$02026-10-26
Inman Jager Wealth Management, LLC
DECREASED10,81911,179-360-3%$1.1M$1.0M-$39.2K2026-11-05
Bailard, Inc.
UNCHANGED10,78110,78100%$1.0M$1.0M-$4.9K2026-10-13
Life Planning Partners, Inc
DECREASED10,46111,061-600-5%$1.1M$993.7K-$62.0K2026-10-28
Blue Trust, Inc.
INCREASED10,3209,462+858+9%$903.1K$980.3K+$77.2K2026-10-15
Michels Family Financial, LLC
UNCHANGED10,26610,26600%$979.8K$975.2K-$4.6K2026-11-02
SWS Partners
DECREASED10,24710,376-129-1%$990.2K$973.3K-$16.9K2026-10-26
CFS Investment Advisory Services, LLC
INCREASED10,2328,559+1,673+20%$810.7K$982.9K+$172.2K2026-10-19
RFG Advisory, LLC
DECREASED10,11812,508-2,390-19%$1.2M$961.1K-$232.7K2026-11-03
Brady Martz Wealth Solutions, LLC
UNCHANGED10,08510,08500%$962.5K$958.0K-$4.5K2026-11-05
FSM Wealth Advisors, LLC
DECREASED9,86510,311-446-4%$984.1K$937.1K-$47.0K2026-10-27
Unique Wealth, LLC
INCREASED9,8628,275+1,587+19%$789.8K$936.8K+$147.0K2026-10-16
DecisionMap Wealth Management, LLC
DECREASED9,6989,809-111-1%$936.2K$921.2K-$15.0K2026-10-29
Boston Standard Wealth Management, LLC
DECREASED9,6369,637-10%$912.1K$915.4K+$3.3K2026-10-07
Signal Advisors Wealth, LLC
INCREASED9,6156,923+2,692+39%$660.7K$913.3K+$252.5K2026-10-13
Mitchell Capital Management Co
DECREASED9,5929,758-166-2%$931.3K$911.1K-$20.2K2026-10-29
Private Trust Co NA
INCREASED9,4048,842+562+6%$843.9K$893.3K+$49.4K2026-10-20
Legacies Wealth LLC
UNCHANGED9,2719,27100%$884.8K$880.7K-$4.2K2026-11-02
Atlas Private Wealth Advisors
INCREASED9,2406,740+2,500+37%$643.3K$877.7K+$234.4K2026-10-23
Meridian Wealth Management, LLC
DECREASED9,17510,709-1,534-14%$1.0M$871.5K-$150.5K2026-11-05
Ritholtz Wealth Management
DECREASED9,1219,158-370%$874.0K$866.4K-$7.6K2026-11-05
Snider Financial Group
INCREASED9,1068,874+232+3%$846.9K$865.0K+$18.0K2026-10-16
Argonautica Private Wealth Management, Inc
DECREASED8,9878,995-80%$858.4K$853.6K-$4.8K2026-11-02
PFG Advisors
DECREASED8,9639,382-419-4%$895.5K$851.4K-$44.0K2026-10-16
Courage Miller Partners, LLC
DECREASED8,7748,785-110%$838.4K$833.4K-$5.0K2026-10-21
Financial Council, LLC
DECREASED8,75710,224-1,467-14%$975.8K$831.8K-$144.0K2026-11-02
Gibbs Wealth Management
INCREASED8,5485,018+3,530+70%$478.9K$812.0K+$333.1K2026-10-22
Ballast Financial Advisors LLC
INCREASED8,5408,257+283+3%$788.0K$811.2K+$23.2K2026-10-26
Wealth Effects LLC
DECREASED8,4868,590-104-1%$819.9K$806.1K-$13.7K2026-10-23
Evanson Financial, LLC
UNCHANGED8,4328,43200%$804.8K$801.0K-$3.8K2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED8,3508,352-20%$797.1K$793.2K-$3.9K2026-10-16
Bouvel Investment Partners, LLC
INCREASED8,3177,326+991+14%$699.2K$790.0K+$90.8K2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED8,3178,31700%$793.7K$790.0K-$3.7K2026-10-15
Sara-Bay Financial
INCREASED8,2547,887+367+5%$752.8K$784.0K+$31.2K2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED8,2102,216+5,994+270%$211.5K$779.9K+$568.4K2026-10-19
Fermata Advisors, LLC
DECREASED8,1388,187-49-1%$781.3K$773.0K-$8.3K2026-10-13
Squire Investment Management Company, LLC
DECREASED8,1149,995-1,881-19%$953.9K$770.7K-$183.2K2026-11-03
ARS Investment Partners, LLC
UNCHANGED8,0658,06500%$769.7K$766.1K-$3.6K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED8,0326,117+1,915+31%$583.8K$763.0K+$179.2K2026-11-03
Biltmore Family Office, LLC
UNCHANGED7,9087,90800%$754.7K$751.2K-$3.6K2026-11-03
IFP Advisors, Inc
INCREASED7,8646,865+999+15%$655.2K$747.0K+$91.8K2026-10-16
NBT Bank, N.A.
DECREASED7,78312,280-4,497-37%$1.2M$739.3K-$432.7K2026-10-21
Balefire, LLC
DECREASED7,75512,794-5,039-39%$1.2M$736.6K-$484.4K2026-10-09
Cassilly Financial Group LLC
UNCHANGED7,7337,73300%$738.0K$734.6K-$3.5K2026-10-07
Venture Visionary Partners LLC
DECREASED7,6217,721-100-1%$736.9K$723.9K-$13.0K2026-10-07
Columbus Macro, LLC
DECREASED7,5757,578-30%$723.2K$719.5K-$3.7K2026-10-14
Facet Wealth, Inc.
INCREASED7,5745,521+2,053+37%$526.9K$719.5K+$192.5K2026-11-04
Madison Park Capital Advisors, LLC
INCREASED7,4127,195+217+3%$686.7K$704.1K+$17.4K2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED7,2747,27400%$694.2K$691.0K-$3.3K2026-10-21
Valeo Financial Advisors, LLC
DECREASED7,2547,535-281-4%$719.2K$689.1K-$30.1K2026-10-08
Essential Planning, Llc.
UNCHANGED7,2147,21400%$688.5K$685.3K-$3.2K2026-10-21
Client 1ST Advisory Group, LLC
DECREASED7,1637,173-100%$684.6K$680.4K-$4.2K2026-10-19
Watershed Private Wealth LLC
UNCHANGED7,1577,15700%$683.1K$679.8K-$3.2K2026-10-30
Independent Financial Group, LLC
INCREASED7,1446,980+164+2%$666.2K$678.6K+$12.4K2026-10-13
Hoxton Planning & Management, LLC
INCREASED7,1306,756+374+6%$644.8K$677.3K+$32.5K2026-10-15
Citigroup Inc
DECREASED7,075115,377-108,302-94%$11.0M$672.1K-$10.3M2026-11-04
Truefg, LLC
DECREASED7,0567,069-130%$674.7K$670.2K-$4.4K2026-10-15
Karras Company, Inc.
DECREASED6,9337,176-243-3%$684.9K$658.6K-$26.3K2026-10-16
Sigma Planning Corp
DECREASED6,8398,083-1,244-15%$771.4K$649.6K-$121.8K2026-10-23
Portside Wealth Group, LLC
INCREASED6,8165,482+1,334+24%$523.2K$647.4K+$124.3K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED6,8046,730+74+1%$642.3K$646.3K+$4.0K2026-11-05
Able Wealth Management LLC
INCREASED6,7534,472+2,281+51%$426.8K$648.9K+$222.2K2026-10-13
Virtue Capital Management, LLC
NEW6,726—+6,726——$638.9K—2026-10-29
Sound Stewardship, LLC
UNCHANGED6,5406,54000%$624.2K$621.2K-$2.9K2026-10-14
Romano Brothers and Company
INCREASED6,5385,638+900+16%$538.1K$621.0K+$83.0K2026-10-22
KOM Wealth Management Group, LLC
DECREASED6,5386,541-30%$624.3K$621.1K-$3.2K2026-10-15
DMC Group, LLC
DECREASED6,5279,000-2,473-27%$859.0K$620.0K-$239.0K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED6,5206,264+256+4%$597.8K$619.3K+$21.5K2026-10-21
Indivisible Partners
INCREASED6,5165,781+735+13%$551.7K$618.9K+$67.2K2026-10-26
LJI Wealth Management, LLC
DECREASED6,4818,439-1,958-23%$805.4K$615.6K-$189.8K2026-10-28
MBL Wealth, LLC
INCREASED6,3675,733+634+11%$547.2K$604.8K+$57.6K2026-10-22
Fairway Wealth LLC
INCREASED6,3355,839+496+8%$557.3K$601.8K+$44.5K2026-10-30
Nations Financial Group Inc,
INCREASED6,2956,115+180+3%$583.6K$598.0K+$14.3K2026-11-05
Traynor Capital Management, Inc.
DECREASED6,2776,303-260%$601.5K$596.3K-$5.3K2026-10-29
Valpey Financial Services, LLC
INCREASED6,2655,711+554+10%$545.1K$595.2K+$50.1K2026-10-30
Lake Street Private Wealth, LLC
INCREASED6,2446,029+215+4%$575.5K$593.1K+$17.6K2026-10-22
Embree Financial Group
INCREASED6,2432,527+3,716+147%$241.1K$593.0K+$351.8K2026-10-22
Verdence Capital Advisors LLC
DECREASED6,1766,210-34-1%$592.7K$586.6K-$6.0K2026-10-26
Benchmark Financial Wealth Advisors, LLC
UNCHANGED6,0936,09300%$581.5K$578.7K-$2.7K2026-10-20
Glenview Trust Co
INCREASED6,0615,794+267+5%$553.0K$575.7K+$22.8K2026-10-28
Selective Wealth Management, Inc.
UNCHANGED5,9305,93000%$552.1K$556.8K+$4.6K2026-10-16
Willow Creek Wealth Management Inc.
UNCHANGED5,9255,92500%$565.5K$562.8K-$2.7K2026-10-26
Fiduciary Financial Group, LLC
UNCHANGED5,8605,86000%$559.3K$556.6K-$2.6K2026-10-13
Tectonic Advisors LLC
UNCHANGED5,8025,80200%$553.7K$551.1K-$2.6K2026-10-22
Simplicity Wealth,LLC
DECREASED5,68839,139-33,451-85%$3.7M$540.2K-$3.2M2026-10-23
Sharper & Granite LLC
DECREASED5,6585,736-78-1%$547.4K$490.2K-$57.2K2026-11-02
Univest Financial Corp
DECREASED5,6225,626-40%$537.0K$534.1K-$2.9K2026-11-05
Beirne Wealth Consulting Services, LLC
DECREASED5,5705,755-185-3%$549.6K$529.5K-$20.2K2026-10-19
Wolff Wiese Magana LLC
UNCHANGED5,4395,43900%$519.1K$516.7K-$2.4K2026-10-15
RPG Investment Advisory, LLC
DECREASED5,4305,718-288-5%$545.7K$515.8K-$29.9K2026-10-21
Linscomb Wealth, Inc.
UNCHANGED5,4145,41400%$516.7K$514.2K-$2.4K2026-11-05
Good Harbor Advisors, Inc.
UNCHANGED5,3875,38700%$514.1K$511.7K-$2.4K2026-10-20
Harbor Investment Advisory, LLC
INCREASED5,3615,358+3+0%$511.4K$509.3K-$2.1K2026-10-13
55 North Private Wealth, LLC
DECREASED5,2975,424-127-2%$517.7K$503.2K-$14.5K2026-10-20
Claro Advisors Inc.
INCREASED5,2774,448+829+19%$424.5K$501.3K+$76.7K2026-11-02
Trust Point Inc.
INCREASED5,2472,514+2,733+109%$239.9K$498.4K+$258.5K2026-10-27
Thrive Wealth Management, LLC
DECREASED5,2235,390-167-3%$514.4K$496.1K-$18.3K2026-10-13
Sovran Advisors, LLC
UNCHANGED5,2235,22300%$480.6K$489.7K+$9.1K2026-11-02
Lpwm LLC
INCREASED5,2042,987+2,217+74%$285.1K$494.3K+$209.2K2026-10-20
Liberty Capital Management, Inc.
UNCHANGED5,1595,15900%$492.4K$490.1K-$2.3K2026-11-02
Pinnacle Wealth Management Group, Inc.
UNCHANGED5,1505,15000%$491.5K$489.2K-$2.3K2026-10-15
Obermeyer Wealth Partners
UNCHANGED5,0925,09200%$486.0K$483.7K-$2.3K2026-10-21
Cogent Strategic Wealth LLC
UNCHANGED4,9634,96300%$473.7K$471.4K-$2.2K2026-10-22
Dagco, Inc.
UNCHANGED4,9474,94700%$472.1K$469.9K-$2.2K2026-10-20
Graves Light Lenhart Wealth, Inc.
INCREASED4,9423,254+1,688+52%$310.6K$469.4K+$158.9K2026-10-09
Koshinski Asset Management, Inc.
DECREASED4,9345,126-192-4%$489.2K$468.6K-$20.5K2026-10-29
Reflection Asset Management
INCREASED4,9253,023+1,902+63%$288.5K$467.8K+$179.3K2026-10-28
Tenon Financial LLC
UNCHANGED4,9254,92500%$470.0K$467.8K-$2.2K2026-10-14
Silverlake Wealth Management LLC
INCREASED4,9064,183+723+17%$399.3K$466.1K+$66.8K2026-10-21
KWB Wealth
DECREASED4,9024,910-80%$468.6K$465.7K-$2.9K2026-10-16
PDS Planning, Inc
NEW4,867—+4,867——$462.3K—2026-11-03
International Assets Investment Management, LLC
DECREASED4,8635,463-600-11%$515.4K$459.6K-$55.8K2026-11-02
Modera Wealth Management, LLC
DECREASED4,8124,815-30%$459.5K$457.1K-$2.5K2026-10-28
Bison Wealth, LLC
DECREASED4,7764,800-240%$461.8K$451.7K-$10.1K2026-10-13
Strid Group, LLC
UNCHANGED4,7164,71600%$450.1K$448.0K-$2.1K2026-10-28
TD Private Client Wealth LLC
INCREASED4,6441,582+3,062+194%$151.0K$441.1K+$290.1K2026-10-28
PUREfi Wealth, LLC
UNCHANGED4,6434,64300%$443.1K$441.0K-$2.1K2026-10-19
AAF Wealth Management, LLC
DECREASED4,6245,236-612-12%$499.8K$439.3K-$60.5K2026-10-28
Regions Financial Corp
INCREASED4,6203,972+648+16%$379.1K$438.9K+$59.8K2026-11-05
Tranquility Partners, LLC
UNCHANGED4,6094,60900%$439.9K$437.8K-$2.1K2026-10-20
TFC Financial Management, Inc.
UNCHANGED4,5864,58600%$437.7K$435.7K-$2.1K2026-10-26
LFG Wealth Partners, LLC
INCREASED4,5834,045+538+13%$386.0K$435.4K+$49.3K2026-10-28
Wealthcare Capital Partners, LLC
UNCHANGED4,5824,58200%$437.3K$435.2K-$2.1K2026-10-21
Advisor OS, LLC
DECREASED4,5764,638-62-1%$442.6K$434.7K-$8.0K2026-11-03
Raleigh Capital Management Inc.
DECREASED4,5295,270-741-14%$503.0K$430.2K-$72.7K2026-10-28
AlphaStar Capital Management, LLC
UNCHANGED4,5204,52000%$431.4K$429.4K-$2.0K2026-10-16
Sage Mountain Advisors LLC
UNCHANGED4,5064,50600%$430.1K$428.0K-$2.0K2026-11-02
Riverbend Wealth Management, LLC
UNCHANGED4,4764,47600%$427.2K$425.2K-$2.0K2026-10-15
Colorado Capital Management, Inc.
INCREASED4,4564,364+92+2%$417$423+$62026-10-15
True North Advisors, LLC
UNCHANGED4,4414,44100%$423.9K$421.9K-$2.0K2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED4,4084,334+74+2%$413.7K$418.7K+$5.1K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED4,3784,301+77+2%$410.5K$415.9K+$5.4K2026-10-19
Accredited Investors Inc.
DECREASED4,3594,490-131-3%$428.5K$414.1K-$14.5K2026-11-03
waypoint wealth counsel
UNCHANGED4,3144,31400%$411.7K$409.8K-$1.9K2026-10-22
JDH Wealth Management, LLC
UNCHANGED4,2834,28300%$408.8K$406.8K-$1.9K2026-10-20
Lanark Financial, Inc.
INCREASED4,2414,032+209+5%$384.8K$402.9K+$18.0K2026-10-26
Perigon Wealth Management, LLC
INCREASED4,2143,848+366+10%$367.2K$400.3K+$33.0K2026-10-22
BIP Wealth, LLC
UNCHANGED4,1654,16500%$397.5K$395.7K-$1.9K2026-10-22
May Hill Capital, LLC
INCREASED4,1574,105+52+1%$391.8K$394.9K+$3.1K2026-11-03
Summit Investment Advisory Services, LLC
INCREASED4,1553,848+307+8%$367.3K$394.7K+$27.4K2026-11-03
Duncker Streett & Co Inc
UNCHANGED4,1434,14300%$395.4K$393.6K-$1.9K2026-10-27
Roof Eidam Maycock Peralta, LLC
UNCHANGED4,1214,12100%$393.4K$391.5K-$1.9K2026-10-15
CoreCap Advisors, LLC
DECREASED4,1124,156-44-1%$396.6K$390.6K-$6.1K2026-10-08
TPG Advisors LLC
INCREASED4,1054,076+29+1%$389.0K$389.9K+$9202026-10-16
Security Financial Services, Inc.
INCREASED4,0643,811+253+7%$363.7K$386.0K+$22.3K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED4,0063,908+98+3%$373.0K$383.0K+$10.0K2026-10-30
Aspect Partners, LLC
INCREASED3,9933,957+36+1%$377.7K$379.3K+$1.6K2026-10-20
Birchbrook, Inc.
UNCHANGED3,9873,98700%$380.5K$378.7K-$1.8K2026-10-14
William Mack & Associates, Inc.
DECREASED3,9796,327-2,348-37%$603.8K$378.0K-$225.9K2026-10-27
Apella Capital, LLC
INCREASED3,9733,358+615+18%$317.5K$377.1K+$59.6K2026-10-08
RAM Investment Partners, LLC
UNCHANGED3,9553,95500%$377.5K$375.7K-$1.8K2026-10-21
Csenge Advisory Group
DECREASED3,94114,295-10,354-72%$1.4M$374.3K-$990.0K2026-11-04
Tactive Advisors, LLC
INCREASED3,9213,894+27+1%$371.6K$372.5K+$8132026-10-08
Creative Financial Designs Inc
INCREASED3,8633,213+650+20%$306.7K$367.0K+$60.3K2026-11-04
One Way Holdings LLC
DECREASED3,8553,978-123-3%$379.7K$366.2K-$13.5K2026-10-29
Kaufman Rossin Wealth, LLC
UNCHANGED3,8373,83700%$363.8K$364.5K+$6532026-10-19
Enzi Wealth
UNCHANGED3,7933,79300%$358.7K$359.0K+$3792026-10-14
Central Trust Co
UNCHANGED3,7853,78500%$361.2K$359.5K-$1.7K2026-11-05
Element Pointe Advisors, LLC
INCREASED3,7412,438+1,303+53%$232.7K$355.4K+$122.7K2026-10-21
Blue Water Asset Management
UNCHANGED3,7233,72300%$355.3K$353.7K-$1.7K2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED3,6922,739+953+35%$261.4K$350.7K+$89.3K2026-10-09
Financial Architects, LLC
DECREASED3,6853,770-85-2%$359.8K$350.0K-$9.8K2026-10-13
Spectrum Strategic Capital Management, LLC
DECREASED3,6084,663-1,055-23%$445.1K$342.7K-$102.4K2026-10-22
Rossby Financial, LCC
DECREASED3,6043,738-134-4%$356.8K$342.4K-$14.4K2026-11-05
Intelligence Driven Advisers, LLC
DECREASED3,5784,484-906-20%$428.0K$339.9K-$88.1K2026-10-09
Sterling Investment Advisors LLC
INCREASED3,4973,492+5+0%$333.3K$332.3K-$1.1K2026-10-27
Park State Asset Management
UNCHANGED3,4653,46500%$330.7K$329.1K-$1.6K2026-11-02
Sima Wealth Partners, LLC
DECREASED3,4593,800-341-9%$362.7K$328.6K-$34.1K2026-10-19
Koa Wealth Management, LLC
NEW3,450—+3,450——$327.7K—2026-10-14
Lakeshore Financial Planning, Inc.
INCREASED3,4173,024+393+13%$288.6K$324.6K+$36.0K2026-10-13
Cooper S Advisors, LLC
UNCHANGED3,4023,40200%$324.7K$323.2K-$1.5K2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED3,3453,240+105+3%$309.2K$317.7K+$8.5K2026-11-05
Helium Advisors LLC
INCREASED3,3013,196+105+3%$305.1K$313.6K+$8.5K2026-10-23
First Heartland Consultants, Inc.
INCREASED3,2923,285+7+0%$313.5K$312.7K-$8132026-10-08
Plan Group Financial, LLC
INCREASED3,2702,270+1,000+44%$216.6K$306.5K+$89.9K2026-10-22
Beacon Financial Advisory LLC
DECREASED3,2693,309-40-1%$315.8K$310.5K-$5.3K2026-10-16
TSA Wealth Managment LLC
NEW3,209—+3,209——$304.8K—2026-10-22
Certified Advisory Corp
UNCHANGED3,1803,18000%$303.5K$302.1K-$1.4K2026-10-29
Sapient Capital LLC
UNCHANGED3,1303,13000%$298.7K$297.3K-$1.4K2026-10-08
Beacon Bank & Trust
UNCHANGED3,1273,12700%$298.4K$297.0K-$1.4K2026-10-27
TCI Wealth Advisors, Inc.
INCREASED3,0783,065+13+0%$292.5K$292.3K-$1442026-10-30
Means Investment Co., Inc.
INCREASED3,0613,016+45+1%$287.8K$290.7K+$2.9K2026-11-03
Invera Wealth Advisors, LLC
INCREASED3,0432,645+398+15%$252.4K$289.1K+$36.6K2026-10-28
LEE Danner & Bass Inc
UNCHANGED3,0353,03500%$289.7K$288.3K-$1.4K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED2,9922,99200%$249.0K$283.0K+$34.0K2026-11-04
GHP Investment Advisors, Inc.
INCREASED2,974991+1,983+200%$94.6K$282.5K+$187.9K2026-10-15
Cooper Financial Group
INCREASED2,9722,910+62+2%$277.7K$282.3K+$4.6K2026-10-07
First Fiduciary Investment Counsel, Inc.
INCREASED2,9532,824+129+5%$270.0K$281-$269.7K2026-10-27
JIM Saulnier & Associates, LLC
UNCHANGED2,9452,94500%$281.1K$279.7K-$1.3K2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED2,9282,92800%$279.4K$278.1K-$1.3K2026-10-15
Davenport & Co LLC
DECREASED2,9043,170-266-8%$302.5K$275.9K-$26.7K2026-10-14
Magnus Financial Group LLC
INCREASED2,8672,769+98+4%$264.3K$272.4K+$8.1K2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED2,8644,825-1,961-41%$457.3K$272.1K-$185.3K2026-10-13
American State Bank (Iowa)
INCREASED2,8452,525+320+13%$241.0K$270.2K+$29.3K2026-11-03
Compound Planning, Inc.
UNCHANGED2,8372,83700%$270.7K$269.4K-$1.3K2026-11-05
Ashton Thomas Securities, LLC
NEW2,834—+2,834——$269.2K—2026-10-26
Wilkins Miller Wealth Management, LLC
INCREASED2,8302,630+200+8%$251.0K$268.8K+$17.8K2026-10-13
National Wealth Management Group, LLC
INCREASED2,7892,501+288+12%$238.7K$265.0K+$26.2K2026-10-26
Capital Advisors, Ltd. LLC
DECREASED2,7733,698-925-25%$353$263-$902026-10-27
Polaris Investment Advisors, LLC
UNCHANGED2,7632,76300%$263.7K$262.5K-$1.2K2026-10-20
Princeton Global Asset Management LLC
DECREASED2,7253,336-611-18%$318.4K$258.8K-$59.5K2026-10-21
Cape Investment Advisory, Inc.
DECREASED2,7002,893-193-7%$276.1K$256.5K-$19.6K2026-10-13
Sowell Financial Services LLC
NEW2,679—+2,679——$254.4K—2026-10-23
TritonPoint Partners, LLC
DECREASED2,6663,141-475-15%$299.8K$253.2K-$46.5K2026-11-05
EPG Wealth Management LLC
DECREASED2,6522,854-202-7%$272.4K$251.9K-$20.5K2026-11-03
Cora Capital Advisors LLC
UNCHANGED2,6322,63200%$251.2K$250.0K-$1.2K2026-11-02
Invested Advisors
INCREASED2,5972,578+19+1%$246.0K$246.7K+$6452026-10-23
Inlight Wealth Management, LLC
UNCHANGED2,5942,59400%$247.6K$246.4K-$1.2K2026-10-21
Aaron Wealth Advisors LLC
DECREASED2,5922,594-20%$247.7K$246.3K-$1.4K2026-10-13
Parkway Wealth Management Group, LLC
UNCHANGED2,5592,55900%$244.2K$243.1K-$1.2K2026-10-20
BridgePort Financial Solutions, LLC
INCREASED2,4532,396+57+2%$228.7K$233.0K+$4.3K2026-11-02
Commonwealth Retirement Investments LLC
UNCHANGED2,4412,44100%$233.0K$231.9K-$1.1K2026-10-26
Accurate Wealth Management, LLC
INCREASED2,4372,172+265+12%$206.9K$230.7K+$23.8K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED2,41638,164-35,748-94%$3.6M$229.5K-$3.4M2026-11-04
Capital Investment Counsel, LLC
UNCHANGED2,4112,41100%$230.1K$229.0K-$1.1K2026-10-14
Fiduciary Alliance LLC
NEW2,397—+2,397——$227.7K—2026-10-13
Abacus Planning Group, Inc.
UNCHANGED2,3692,36900%$226.1K$225.0K-$1.1K2026-11-02
Forza Wealth Management, LLC
UNCHANGED2,3442,34400%$223.7K$222.7K-$1.1K2026-10-20
Investment Partners, Ltd.
NEW2,338—+2,338——$222.1K—2026-10-29
Larson Financial Group LLC
INCREASED2,3332,136+197+9%$203.9K$221.6K+$17.7K2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED2,3112,31100%$220.6K$219.5K-$1.0K2026-11-03
TD Waterhouse Canada Inc.
INCREASED2,3002,275+25+1%$214.6K$217.4K+$2.8K2026-10-16
Miller Financial Services LLC
NEW2,245—+2,245——$213.3K—2026-10-20
Busey Bank
UNCHANGED2,2412,24100%$213.9K$212.9K-$1.0K2026-10-26
Uptick Partners, LLC
DECREASED2,2402,241-10%$213.9K$212.7K-$1.1K2026-11-04
Christensen, King & Associates Investment Services, Inc.
DECREASED2,2332,413-180-7%$230.3K$212.1K-$18.2K2026-10-22
Wise Wealth Partners
DECREASED2,2252,226-10%$212.4K$211.4K-$1.1K2026-10-14
Onyx Bridge Wealth Group LLC
UNCHANGED2,2242,22400%$212.2K$211.2K-$1.0K2026-10-16
Harbor Group, Inc.
UNCHANGED2,1962,19600%$209.6K$208.6K-$9882026-10-14
Forum Financial Management, LP
UNCHANGED2,1742,17400%$207.5K$206.5K-$9792026-10-16
Old Mission Investment Co LLC
INCREASED2,1432,105+38+2%$200.9K$203.6K+$2.7K2026-10-22
Precedent Wealth Partners, LLC
NEW2,136—+2,136——$202.9K—2026-10-21
Madrona Financial Services, LLC
UNCHANGED2,1292,12900%$203.2K$202.2K-$9582026-10-23
Visionary Wealth Advisors
NEW2,121—+2,121——$201.5K—2026-11-04
Independence Financial Advisors, LLC
UNCHANGED2,1112,11100%$201.5K$200.6K-$9502026-10-08
Key FInancial Inc
UNCHANGED2,0532,05300%$195.9K$195.0K-$9242026-11-02
Torren Management, LLC
UNCHANGED2,0422,04200%$194.9K$193.9K-$9192026-10-29
DT Investment Partners, LLC
UNCHANGED1,8881,88800%$180.2K$179.3K-$8492026-10-27
EverSource Wealth Advisors, LLC
DECREASED1,7461,785-39-2%$170.4K$165.8K-$4.5K2026-11-04
Trust Co of Vermont
NEW1,486—+1,486——$141.2K—2026-10-21
Comprehensive Financial Planning, Inc.
UNCHANGED1,4181,41800%$135.4K$134.7K-$6392026-10-27
Main Street Group, LTD
UNCHANGED1,3451,34500%$128.4K$127.8K-$6052026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,2331,23300%$117.7K$117.1K-$5552026-10-23
Global Trust Asset Management, LLC
UNCHANGED1,1961,19600%$114.1K$113.6K-$5382026-10-19
Avion Wealth
INCREASED1,176426+750+176%$40$111.0K+$111.0K2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED1,1241,12400%$107.3K$106.8K-$5062026-10-16
Bank Julius Baer & Co. Ltd, Zurich
INCREASED972890+82+9%$84.9K$92.3K+$7.4K2026-10-29
Breakwater Investment Management
UNCHANGED91091000%$86.9K$86.4K-$4102026-10-20
Cranbrook Wealth Management, LLC
UNCHANGED82482400%$78.6K$78.3K-$3712026-10-28
Next Level Wealth Planning, LLC
NEW823—+823——$78.1K—2026-10-29
Holos Integrated Wealth LLC
DECREASED8012,236-1,435-64%$211.4K$74.7K-$136.7K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED78578500%$74.9K$74.6K-$3532026-10-20
JFS Wealth Advisors, LLC
UNCHANGED75275200%$71.8K$71.4K-$3382026-11-03
Polaris Financial Partners
NEW739—+739——$60—2026-10-02
MeadowBrook Investment Advisors LLC
UNCHANGED72572500%$69.2K$67.1K-$2.1K2026-10-29
Oakworth Capital, Inc.
UNCHANGED71071000%$67.0K$67.4K+$4542026-10-26
Indiana Trust & Investment Management Co
UNCHANGED70570500%$67.3K$67.0K-$3172026-10-22
Blueline Advisors LLC
UNCHANGED66966900%$63.9K$63.5K-$3012026-10-15
Bank of New Hampshire
UNCHANGED65165100%$62.1K$61.8K-$2932026-10-06
Jacobi Capital Management LLC
NEW611—+611——$58.0K—2026-11-05
Blume Capital Management, Inc.
UNCHANGED59459400%$56.7K$56.4K-$2672026-10-26
Tompkins Financial Corp
UNCHANGED57357300%$54.7K$54.4K-$2582026-10-05
CX Institutional
NEW559—+559——$53—2026-10-02
Toth Financial Advisory Corp
UNCHANGED55055000%$52.5K$52.2K-$2472026-10-08
Moisand Fitzgerald Tamayo, LLC
UNCHANGED54754700%$52.2K$52.0K-$2462026-10-15
Abound Wealth Management
DECREASED531568-37-7%$54.2K$50.4K-$3.8K2026-10-26
Mascoma Wealth Management LLC
UNCHANGED51051000%$48.7K$48.4K-$2292026-10-23
Yankcom Partnership
UNCHANGED44944900%$42.9K$42.7K-$2022026-10-15
United Financial Planning Group LLC
UNCHANGED43643600%$41.6K$41.4K-$1962026-11-04
Financial Perspectives, Inc
UNCHANGED41041000%$39.2K$39.0K-$1842026-11-03
Kingdom Financial Group Llc.
UNCHANGED40440400%$38.6K$38.4K-$1822026-11-04
Canton Hathaway, LLC
UNCHANGED38938900%$37.1K$37.0K-$1752026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED383367+16+4%$35.0K$36.4K+$1.4K2026-10-16
Reap Financial Group, LLC
INCREASED370351+19+5%$33.5K$35.1K+$1.6K2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED36936900%$35.2K$35.1K-$1662026-11-03
Mcdonald Partners LLC
UNCHANGED36936900%$35.2K$35.1K-$1662026-11-03
StrongBox Wealth, LLC
UNCHANGED36136100%$34.5K$34.3K-$1632026-11-02
MidAtlantic Capital Management, Inc.
NEW353—+353——$33.5K—2026-11-05
Kelleher Financial Advisors
UNCHANGED32132100%$30.6K$30.5K-$1452026-10-30
Westside Investment Management, Inc.
UNCHANGED31131100%$29.7K$29.6K-$1402026-11-02
Capital Investment Counsel, Inc
UNCHANGED30030000%$28.6K$28.5K-$1352026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED28428400%$27.1K$27.0K-$1282026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED27927900%$26.6K$26.5K-$1262026-11-04
Armstrong Advisory Group, Inc
INCREASED256222+34+15%$21.2K$24.3K+$3.1K2026-10-09
Retirement Wealth Solutions LLC
UNCHANGED25425400%$24.2K$24.1K-$1142026-10-07
Silver Grove Financial Group, Inc.
INCREASED232231+1+0%$22.0K$22.0K-$92026-11-05
United Community Bank
UNCHANGED23223200%$22.1K$22.0K-$1042026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED21021000%$20.0K$19.9K-$942026-10-27
West Branch Capital LLC
UNCHANGED20320300%$19.3K$19.2K-$912026-10-20
Activest Wealth Management
UNCHANGED20220200%$19.3K$19.2K-$912026-10-15
Hanson & Doremus Investment Management
UNCHANGED18718700%$18.0K$18-$18.0K2026-10-16
Rossmore Private Capital
UNCHANGED17517500%$16.7K$16.6K-$792026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED16616600%$15.8K$15.8K-$752026-10-14
Evolution Wealth Management Inc.
UNCHANGED16016000%$15.3K$15.2K-$722026-10-28
Gamma Investing LLC
UNCHANGED16016000%$15.3K$15.2K-$722026-10-08
Triumph Capital Management
UNCHANGED15415400%$14.7K$14.6K-$702026-10-14
Parkside Financial Bank & Trust
INCREASED145122+23+19%$11.7K$13.8K+$2.1K2026-10-27
Go Invest LLC
INCREASED141133+8+6%$12.7K$13.4K+$7162026-10-09
Fortitude Family Office, LLC
UNCHANGED13913900%$13.2K$13.2K-$632026-10-14
3Chopt Investment Partners, LLC
UNCHANGED13613600%$13.0K$12.9K-$612026-10-30
Key Capital Management, Inc
UNCHANGED12712700%$12.1K$12.1K-$572026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED12312300%$11.7K$11.6K-$552026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED10510500%$10.0K$10.0K+$522026-11-04
Financial Consulate, Inc
UNCHANGED10510500%$10.1K$10.0K-$482026-10-23
Nfsg Corp
UNCHANGED10510500%$10.0K$10.0K-$472026-10-15
WPG Advisers, LLC
UNCHANGED10010000%$9.5K$9.5K-$452026-10-27
Root Financial Partners, LLC
NEW88—+88——$8.4K—2026-10-21
Independence Bank of Kentucky
UNCHANGED888800%$8.4K$8.4K-$402026-10-26
Pathway Financial Advisers, LLC
NEW87—+87——$8.2K—2026-10-27
GGM Financial LLC
UNCHANGED868600%$8.2K$8.2K-$392026-11-05
West Paces Advisors Inc.
UNCHANGED858500%$8.1K$8.1K-$392026-10-13
Montgomery Financial Services LLC
NEW75—+75——$7.1K—2026-11-03
Godsey & Gibb, Inc
NEW74—+74——$7.0K—2026-10-14
Latitude Advisors, LLC
NEW72—+72——$6.8K—2026-10-27
Concord Wealth Partners
DECREASED6779-12-15%$7.5K$6.4K-$1.1K2026-11-02
Putney Financial Group LLC
NEW61—+61——$5.8K—2026-10-30
Archer Investment Corp
UNCHANGED545400%$5.1K$5.1K-$252026-11-05
SJS Investment Consulting Inc.
UNCHANGED515100%$4.9K$4.8K-$232026-10-26
Buck Wealth Strategies, LLC
UNCHANGED444400%$4.2K$4.2K-$192026-10-28
Morton Brown Family Wealth, LLC
NEW42—+42——$4.0K—2026-10-23
Balance Wealth Partners LLC
NEW41—+41——$3.9K—2026-10-27
Atwood & Palmer Inc
UNCHANGED363600%$3.4K$3.4K-$162026-10-08
Valley National Advisers Inc
UNCHANGED333300%$3.2K$3.1K-$152026-10-23
Eastern Bank
NEW30—+30——$2.9K—2026-10-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED292900%$2.8K$2.8K-$132026-10-30
Ascentis Independent Advisors
NEW28—+28——$2.7K—2026-11-03
Signature Equity Partners, LLC
DECREASED26534-508-95%$50.9K$2.4K-$48.5K2026-10-29
Trust Co
UNCHANGED262600%$2.5K$2.5K-$112026-10-09
Versant Capital Management, Inc
UNCHANGED262600%$2.5K$2.5K-$112026-10-02
Networth Advisors, LLC
DECREASED15274-259-95%$26.2K$1.5K-$24.7K2026-11-03
MV Capital Management, Inc.
UNCHANGED141400%$1.3K$1.3K-$72026-10-29
CKW Financial Group
UNCHANGED9900%$1$1$02026-10-29
Contravisory Investment Management, Inc.
NEW7—+7——$665—2026-10-13
Axxcess Wealth Management, LLC
CLOSED053,427-53,427-100%$5.1M$0-$5.1M2026-10-21
TBH Global Asset Management, LLC
CLOSED051,160-51,160-100%$4.9M$0-$4.9M2026-11-03
Sightline Wealth Advisors, LLC
CLOSED011,007-11,007-100%$1.1M$0-$1.1M2026-10-21
Kestra Investment Management, LLC
CLOSED06,162-6,162-100%$588.1K$0-$588.1K2026-11-04
Zega Investments, LLC
CLOSED05,816-5,816-100%$555.1K$0-$555.1K2026-11-04
Urban Wealth Management, LLC
CLOSED05,771-5,771-100%$550.8K$0-$550.8K2026-10-21
VestGen Advisors, LLC
CLOSED04,639-4,639-100%$442.7K$0-$442.7K2026-10-27
Total Clarity Wealth Management, Inc.
CLOSED03,548-3,548-100%$338.6K$0-$338.6K2026-10-26
Veracity Capital LLC
CLOSED03,110-3,110-100%$296.8K$0-$296.8K2026-10-08
Red Mountain Financial, LLC
CLOSED02,998-2,998-100%$286.2K$0-$286.2K2026-11-03
Wellington Shields & Co., LLC
CLOSED02,670-2,670-100%$254.8K$0-$254.8K2026-11-03
Market Street Wealth Management Advisors LLC
CLOSED02,520-2,520-100%$240.5K$0-$240.5K2026-10-09
Raab & Moskowitz Asset Management LLC
CLOSED02,486-2,486-100%$237.3K$0-$237.3K2026-11-02
Greenwood Gearhart LLC
CLOSED02,399-2,399-100%$228.9K$0-$228.9K2026-11-02
Dynamic Advisor Solutions LLC
CLOSED02,213-2,213-100%$211.2K$0-$211.2K2026-10-13
Tucker Asset Management LLC
CLOSED01,366-1,366-100%$130.4K$0-$130.4K2026-10-29
Cornerstone Planning Group LLC
CLOSED01,094-1,094-100%$103.3K$0-$103.3K2026-10-16
Private Wealth Management Group, LLC
CLOSED01,000-1,000-100%$95.4K$0-$95.4K2026-10-19
Ball & Co Wealth Management Inc.
CLOSED0910-910-100%$86.0K$0-$86.0K2026-11-05
Simplex Trading, LLC
CLOSED0687-687-100%$65.6K$0-$65.6K2026-11-04
Tsfg, LLC
CLOSED0197-197-100%$19$0-$192026-10-23
LifeSteps Financial, Inc.
CLOSED0157-157-100%$15.0K$0-$15.0K2026-10-15
Investors Research Corp
CLOSED0123-123-100%$11.7K$0-$11.7K2026-10-07
Wellington Shields Capital Management, LLC
CLOSED0120-120-100%$11.5K$0-$11.5K2026-11-03
Richardson Financial Services Inc.
CLOSED078-78-100%$7.4K$0-$7.4K2026-10-30
Cassaday & Co Wealth Management LLC
CLOSED073-73-100%$7.0K$0-$7.0K2026-10-27
Salem Investment Counselors Inc
CLOSED025-25-100%$2.4K$0-$2.4K2026-10-13
BlackRock, Inc.
N/A—274,117,987-274,117,987-100%$26.2B———
Acorns Advisers, LLC
N/A—37,327,069-37,327,069-100%$3.6B———
Alliancebernstein L.P.
N/A—25,793,599-25,793,599-100%$2.2B———
Envestnet Asset Management Inc
N/A—12,009,882-12,009,882-100%$1.1B———
Captrust Financial Advisors
N/A—10,690,453-10,690,453-100%$1.0B———
Morgan Stanley
N/A—9,990,270-9,990,270-100%$953.5M———
Bank of America Corp
N/A—8,096,593-8,096,593-100%$772.7M———
Focus Partners Wealth
N/A—6,980,418-6,980,418-100%$666.2M———
Sequoia Financial Advisors, LLC
N/A—6,296,845-6,296,845-100%$601.0M———
Pathstone Holdings, LLC
N/A—5,389,360-5,389,360-100%$514.4M———
LPL Financial LLC
N/A—5,023,941-5,023,941-100%$479.5M———
Amica Mutual Insurance Co
N/A—3,083,208-3,083,208-100%$294.5M———
Clark Capital Management Group, Inc.
N/A—2,941,250-2,941,250-100%$280.7M———
UBS Group AG
N/A—2,513,209-2,513,209-100%$239.9M———
Mariner, LLC
N/A—2,455,521-2,455,521-100%$233.9M———
Royal Bank of Canada
N/A—2,335,950-2,335,950-100%$222.9M———
Ameriprise Financial Inc
N/A—2,187,306-2,187,306-100%$208.7M———
Wells Fargo & Company
N/A—2,061,566-2,061,566-100%$196.8M———
HighTower Advisors, LLC
N/A—1,909,445-1,909,445-100%$182.2M———
Cetera Investment Advisers
N/A—1,771,279-1,771,279-100%$169.1M———
Hardy Reed LLC
N/A—1,585,303-1,585,303-100%$151.3M———
Janney Montgomery Scott LLC
N/A—1,525,461-1,525,461-100%$145.6M———
Raymond James Financial Inc
N/A—1,521,349-1,521,349-100%$145.2M———
Orion Porfolio Solutions, LLC
N/A—1,292,181-1,292,181-100%$123.3M———
Allworth Financial LP
N/A—1,232,210-1,232,210-100%$117.6M———
Osaic Holdings, Inc.
N/A—1,147,148-1,147,148-100%$109.5M———
Bank of Hawaii
N/A—1,137,805-1,137,805-100%$108.6M———
Clearstead Advisors, LLC
N/A—1,047,523-1,047,523-100%$100.0M———
Jones Financial Companies Lllp
N/A—1,026,979-1,026,979-100%$97.1M———
JPMorgan Chase & Co
N/A—987,573-987,573-100%$93.6M———
Capstone Financial Advisors, Inc.
N/A—911,328-911,328-100%$87.0M———
Alerus Financial NA
N/A—845,112-845,112-100%$80.7M———
Wealthspire Advisors, LLC
N/A—842,622-842,622-100%$80.4M———
Lowe Brockenbrough & Co Inc
N/A—760,416-760,416-100%$72.6M———
Aviso Financial Inc.
N/A—745,177-745,177-100%$71.1M———
Northwestern Mutual Wealth Management Co
N/A—633,567-633,567-100%$60.5M———
Stifel Financial Corp
N/A—624,773-624,773-100%$59.6M———
M&T Bank Corp
N/A—616,609-616,609-100%$58.8M———
Steward Partners Investment Advisory, LLC
N/A—594,031-594,031-100%$56.7M———
Composition Wealth, LLC
N/A—591,873-591,873-100%$56.5M———
MML Investors Services, LLC
N/A—576,881-576,881-100%$55.1M———
Adventist Health System/ West
N/A—552,898-552,898-100%$52.8M———
Astoria Strategic Wealth, Inc.
N/A—542,748-542,748-100%$51.8M———
Waverly Advisors, LLC
N/A—518,215-518,215-100%$49.5M———
Johnson Financial Group, Inc.
N/A—469,910-469,910-100%$44.8M———
Geneos Wealth Management Inc.
N/A—463,174-463,174-100%$44.2M———
World Investment Advisors
N/A—462,244-462,244-100%$40.3M———
Mercer Global Advisors Inc
N/A—449,280-449,280-100%$42.9M———
Principal Securities, Inc.
N/A—404,333-404,333-100%$38.6M———
Graney & King, LLC
N/A—397,614-397,614-100%$37.9M———
PNC Financial Services Group, Inc.
N/A—385,388-385,388-100%$36.8M———
Savant Capital, LLC
N/A—361,898-361,898-100%$34.5M———
Meridian Wealth Partners, LLC
N/A—336,456-336,456-100%$32.1M———
Mars Jewett Financial Group, Inc.
N/A—320,820-320,820-100%$30.6M———
Integrated Wealth Concepts LLC
N/A—311,599-311,599-100%$29.7M———
Wick Capital Partners, LLC
N/A—294,580-294,580-100%$28.1M———
Aptus Capital Advisors, LLC
N/A—277,937-277,937-100%$26.5M———
Cerity Partners LLC
N/A—273,452-273,452-100%$26.1M———
Alongside, LLC
N/A—265,293-265,293-100%$25.3M———
49 Wealth Management, LLC
N/A—265,293-265,293-100%$25.3M———
Patrick Mauro Investment Advisor, Inc.
N/A—227,748-227,748-100%$21.7M———
Advisory Services Network, LLC
N/A—227,271-227,271-100%$21.7M———
Private Advisor Group, LLC
N/A—219,975-219,975-100%$21.0M———
Bank of Montreal
N/A—203,450-203,450-100%$19.4M———
Tide Cove Capital Partners LLC
N/A—202,436-202,436-100%$19.5M———
Spectrum Investment Advisors, Inc.
N/A—201,581-201,581-100%$19.2M———
Vestmark Advisory Solutions, Inc.
N/A—197,891-197,891-100%$18.9M———
Es4, LLC
N/A—195,098-195,098-100%$18.6M———
Dynasty Wealth Management, LLC
N/A—189,668-189,668-100%$18.1M———
EP Wealth Advisors, LLC
N/A—188,288-188,288-100%$18.0M———
Spinnaker Trust
N/A—184,159-184,159-100%$17.6M———
Kastel Capital Advisors, LLC
N/A—184,076-184,076-100%$15.9M———
Global Retirement Partners, LLC
N/A—182,082-182,082-100%$17.4M———
AssuredPartners Investment Advisors, LLC
N/A—175,684-175,684-100%$16.8M———
FMR LLC
N/A—172,370-172,370-100%$16.5M———
Goldman Sachs Group Inc
N/A—166,979-166,979-100%$15.9M———
Rockefeller Capital Management L.P.
N/A—163,548-163,548-100%$15.6M———
TD Capital Management LLC
N/A—155,513-155,513-100%$14.8M———
Gotham Asset Management, LLC
N/A—153,815-153,815-100%$14.7M———
WealthCollab, LLC
N/A—143,229-143,229-100%$13.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—142,981-142,981-100%$13.6M———
Brasada Capital Management, LP
N/A—137,189-137,189-100%$13.1M———
Eldridge Investment Advisors, Inc.
N/A—136,061-136,061-100%$13.0M———
Money Concepts Capital Corp
N/A—135,268-135,268-100%$12.9M———
Sykon Capital LLC
N/A—132,289-132,289-100%$12.6M———
Carl P. Sherr & Co., LLC
N/A—128,087-128,087-100%$12.2M———
United Capital Financial Advisors, LLC
N/A—121,940-121,940-100%$11.6M———
Equitable Holdings, Inc.
N/A—121,021-121,021-100%$11.6M———
Smithfield Trust Co
N/A—113,117-113,117-100%$10.8M———
Scotia Capital Inc.
N/A—112,876-112,876-100%$10.8M———
Coldstream Capital Management Inc
N/A—112,820-112,820-100%$10.8M———
Forum Private Client Group LLC
N/A—111,851-111,851-100%$10.7M———
Baird Financial Group, Inc.
N/A—110,492-110,492-100%$10.5M———
Summit Financial, LLC
N/A—102,027-102,027-100%$9.7M———
Madison Wealth Partners, Inc
N/A—100,263-100,263-100%$9.6M———
DV Equities, LLC
N/A—100,000-100,000-100%$9.5M———
Ancora Advisors LLCA
N/A—99,138-99,138-100%$9.5M———
Winthrop Partners - WNY, LLC
N/A—98,469-98,469-100%$9.4M———
Advisors Capital Management, LLC
N/A—98,369-98,369-100%$9.4M———
Modern Wealth Management, LLC
N/A—96,322-96,322-100%$9.2M———
Savvy Advisors, Inc.
N/A—90,674-90,674-100%$8.7M———
Manning & Napier Advisors LLC
N/A—85,094-85,094-100%$8.1M———
Capital Analysts, LLC
N/A—84,966-84,966-100%$8.1M———
Beacon Pointe Advisors, LLC
N/A—83,606-83,606-100%$8.0M———
Quantinno Capital Management LP
N/A—83,144-83,144-100%$7.9M———
Natixis Advisors, LLC
N/A—81,662-81,662-100%$7.8M———
Investment Advisory Services Group LLC
N/A—81,425-81,425-100%$7.8M———
Gateway Wealth Partners, LLC
N/A—80,979-80,979-100%$7.7M———
Zhang Financial LLC
N/A—80,174-80,174-100%$7.7M———
Pitcairn Wealth Advisors LLC
N/A—79,478-79,478-100%$7.6M———
Nwam LLC
N/A—78,162-78,162-100%$7.5M———
OneDigital Investment Advisors LLC
N/A—78,159-78,159-100%$7.5M———
Gallagher Fiduciary Advisors, LLC
N/A—77,355-77,355-100%$7.4M———
CFO4Life Group, LLC
N/A—77,266-77,266-100%$7.4M———
Great Valley Advisor Group, Inc.
N/A—74,916-74,916-100%$7.1M———
Allianz Asset Management GmbH
N/A—74,466-74,466-100%$7.1M———
Family Manage LLC
N/A—73,660-73,660-100%$7.0M———
Focus Partners Advisor Solutions, LLC
N/A—73,656-73,656-100%$7.0M———
Alpha Financial Partners LLC
N/A—72,356-72,356-100%$6.9M———
Benjamin Edwards Inc
N/A—71,468-71,468-100%$6.8M———
Commerce Bank
N/A—70,326-70,326-100%$6.7M———
Johnson Investment Counsel Inc
N/A—66,224-66,224-100%$6.3M———
Brown Advisory Inc
N/A—64,358-64,358-100%$6.1M———
Blair William & Co
N/A—63,972-63,972-100%$6.1M———
CreativeOne Wealth, LLC
N/A—59,539-59,539-100%$5.7M———
Windward Private Wealth Management Inc.
N/A—58,205-58,205-100%$5.6M———
NewEdge Advisors, LLC
N/A—57,874-57,874-100%$5.5M———
GeoWealth Management, LLC
N/A—57,868-57,868-100%$5.5M———
Ethos Financial Group, LLC
N/A—57,169-57,169-100%$5.3M———
Envestnet Portfolio Solutions, Inc.
N/A—57,014-57,014-100%$5.4M———
AE Wealth Management LLC
N/A—56,601-56,601-100%$5.4M———
Atlas Legacy Advisors, LLC
N/A—55,769-55,769-100%$5.3M———
Cofg Advisors, LLC
N/A—55,632-55,632-100%$5.3M———
Wealthspire Retirement, LLC
N/A—55,280-55,280-100%$5.2M———
Prairieview Wealth Partners, LLC
N/A—52,080-52,080-100%$5.0M———
Everest Private Wealth
N/A—51,676-51,676-100%$4.9M———
Northern Trust Corp
N/A—49,813-49,813-100%$4.8M———
Jaffetilchin Investment Partners, LLC
N/A—49,737-49,737-100%$4.7M———
Tortoise Investment Management, LLC
N/A—49,007-49,007-100%$4.7M———
Shelter Mutual Insurance Co
N/A—48,818-48,818-100%$4.7M———
GWN Securities Inc.
N/A—48,215-48,215-100%$4.6M———
Park Place Capital Corp
N/A—47,477-47,477-100%$4.5M———
Coppell Advisory Solutions LLC
N/A—47,218-47,218-100%$10———
Sentinel Wealth Management, Inc.
N/A—46,130-46,130-100%$4.4M———
Thoroughbred Financial Services, LLC
N/A—46,093-46,093-100%$4.4M———
IFG Advisory, LLC
N/A—44,556-44,556-100%$4.3M———
Wescott Financial Advisory Group, LLC
N/A—44,235-44,235-100%$4.2M———
Private Wealth Asset Management, LLC
N/A—44,135-44,135-100%$4.2M———
Disciplina Capital Management LLC
N/A—43,620-43,620-100%$4.2M———
Caprock Group, LLC
N/A—42,126-42,126-100%$4.0M———
Olde Wealth Management, LLC
N/A—40,993-40,993-100%$3.9M———
Blue Edge Capital, LLC
N/A—40,950-40,950-100%$3.9M———
Bellwether Advisors, LLC
N/A—39,313-39,313-100%$3.8M———
Moneta Group Investment Advisors LLC
N/A—39,284-39,284-100%$3.7M———
Main Street Research LLC
N/A—39,073-39,073-100%$3.7M———
Kingsview Wealth Management, LLC
N/A—38,488-38,488-100%$3.7M———
Roble, Belko & Company, Inc
N/A—38,136-38,136-100%$3.6M———
Rather & Kittrell, Inc.
N/A—38,000-38,000-100%$3.6M———
Transamerica Financial Advisors, LLC
N/A—36,770-36,770-100%$3.5M———
Garden State Investment Advisory Services LLC
N/A—35,845-35,845-100%$3.4M———
Valmark Advisers, Inc.
N/A—35,494-35,494-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—35,456-35,456-100%$3.4M———
O'shaughnessy Asset Management, LLC
N/A—34,116-34,116-100%$3.3M———
Beacon Bridge Wealth Partners, LLC
N/A—33,625-33,625-100%$3.2M———
MAI Capital Management
N/A—33,403-33,403-100%$3.2M———
AQR Capital Management LLC
N/A—33,231-33,231-100%$3.2M———
Lakeridge Wealth Management LLC
N/A—33,162-33,162-100%$3.2M———
Garrison Point Advisors, LLC
N/A—32,828-32,828-100%$3.1M———
SageView Advisory Group, LLC
N/A—32,288-32,288-100%$3.1M———
Essex Financial Services, Inc.
N/A—32,220-32,220-100%$3.1M———
Belpointe Asset Management LLC
N/A—32,214-32,214-100%$3.1M———
Betterment LLC
N/A—31,683-31,683-100%$3.0M———
&partners
N/A—31,274-31,274-100%$3.0M———
Argent Trust Co
N/A—31,272-31,272-100%$3.0M———
Cozad Asset Management Inc
N/A—31,265-31,265-100%$3.0M———
Cresset Asset Management, LLC
N/A—31,174-31,174-100%$3.0M———
Signal Tree Financial Partners LLC
N/A—30,753-30,753-100%$2.9M———
Carr Financial Group Corp
N/A—29,206-29,206-100%$2.8M———
Sanctuary Advisors, LLC
N/A—28,981-28,981-100%$2.8M———
Cardiff Park Advisors, LLC
N/A—28,923-28,923-100%$2.8M———
Arax Advisory Partners
N/A—28,884-28,884-100%$2.8M———
Goldstone Financial Group, LLC
N/A—28,606-28,606-100%$2.7M———
Advyzon Investment Management, LLC
N/A—28,397-28,397-100%$2.7M———
Snowden Capital Advisors LLC
N/A—28,071-28,071-100%$2.7M———
Keel Point, LLC
N/A—26,454-26,454-100%$2.5M———
Rothschild Wealth LLC
N/A—26,399-26,399-100%$2.5M———
Haverford Trust Co
N/A—26,301-26,301-100%$2.5M———
Element Wealth, LLC
N/A—25,662-25,662-100%$2.4M———
Citadel Advisors LLC
N/A—24,922-24,922-100%$2.4M———
QRG Capital Management, Inc.
N/A—24,902-24,902-100%$2.4M———
Arkadios Wealth Advisors
N/A—24,598-24,598-100%$2.3M———
Summit Wealth Partners, LLC
N/A—24,443-24,443-100%$2.3M———
Pinnacle Financial Partners, Inc.
N/A—24,095-24,095-100%$2.3M———
Empowered Funds, LLC
N/A—22,253-22,253-100%$2.1M———
PFG Investments, LLC
N/A—21,418-21,418-100%$2.0M———
MA Private Wealth
N/A—21,014-21,014-100%$2.0M———
Bluespring Wealth Management, LLC
N/A—20,785-20,785-100%$2.0M———
Glenmede Trust Co NA
N/A—20,650-20,650-100%$2.0M———
Arrowroot Family Office, LLC
N/A—20,246-20,246-100%$1.9M———
Two Sigma Securities, LLC
N/A—20,047-20,047-100%$1.9M———
Intentional Wealth Strategies, LLC
N/A—20,044-20,044-100%$1.9M———
IHT Wealth Management, LLC
N/A—19,976-19,976-100%$1.9M———
Neuberger Berman Group LLC
N/A—19,576-19,576-100%$1.9M———
Valtrion Capital Management, LLC
N/A—19,120-19,120-100%$1.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—18,874-18,874-100%$1.8M———
Shared Vision Wealth Group LLC
N/A—18,527-18,527-100%$1.8M———
Roundview Capital LLC
N/A—17,738-17,738-100%$1.7M———
Western Wealth Management, LLC
N/A—16,599-16,599-100%$1.6M———
Seeds Investor LLC
N/A—16,566-16,566-100%$1.6M———
Crews Bank & Trust
N/A—16,560-16,560-100%$1.6M———
Proffitt & Goodson Inc
N/A—16,529-16,529-100%$1.6M———
Brown Brothers Harriman & Co
N/A—16,286-16,286-100%$1.6M———
Fisher Asset Management, LLC
N/A—16,279-16,279-100%$1.6M———
Cary Street Partners Financial LLC
N/A—15,683-15,683-100%$1.5M———
WealthShield Partners, LLC
N/A—15,424-15,424-100%$1.5M———
Harbour Investments, Inc.
N/A—15,332-15,332-100%$1.5M———
Pacific Point Advisors, LLC
N/A—15,217-15,217-100%$1.5M———
Brandes Investment Partners, LP
N/A—15,146-15,146-100%$1.4M———
Sandy Cove Advisors, LLC
N/A—14,734-14,734-100%$1.4M———
Arete Wealth Advisors, LLC
N/A—14,129-14,129-100%$1.3M———
Note Advisors, LLC
N/A—13,852-13,852-100%$1.3M———
Mutual Advisors, LLC
N/A—13,739-13,739-100%$1.3M———
Pennington Partners & Co., LLC
N/A—13,325-13,325-100%$1.3M———
JMG Financial Group, Ltd.
N/A—13,234-13,234-100%$1.3M———
Financial Alternatives, Inc
N/A—13,175-13,175-100%$1.3M———
Leo H. Evart, Inc.
N/A—13,147-13,147-100%$1.3M———
SCS Capital Management LLC
N/A—12,711-12,711-100%$1.2M———
GenTrust, LLC
N/A—12,553-12,553-100%$1.2M———
Vertex Planning Partners, LLC
N/A—12,552-12,552-100%$1.2M———
Price T Rowe Associates Inc
N/A—12,500-12,500-100%$1.2M———
Venturi Wealth Management, LLC
N/A—12,359-12,359-100%$1.2M———
Columbia River Financial Group, LLC
N/A—12,096-12,096-100%$1.2M———
Verity Wealth Advisors
N/A—12,028-12,028-100%$1.1M———
Mayport, LLC
N/A—11,908-11,908-100%$1.1M———
Tocqueville Asset Management L.P.
N/A—11,700-11,700-100%$1.1M———
NorthRock Partners, LLC
N/A—11,644-11,644-100%$1.1M———
Hilltop Partners LLC
N/A—11,583-11,583-100%$1.1M———
Flputnam Investment Management Co
N/A—11,508-11,508-100%$1.1M———
Ally Invest Advisors Inc.
N/A—11,446-11,446-100%$1.1M———
Broadview Financial Management, LLC
N/A—11,368-11,368-100%$1.1M———
GKV Capital Management Co., Inc.
N/A—11,324-11,324-100%$1.1M———
TAGStone Capital, Inc.
N/A—11,191-11,191-100%$1.1M———
MorganRosel Wealth Management, LLC
N/A—10,610-10,610-100%$1.0M———
KDT Advisors, LLC
N/A—10,590-10,590-100%$1.0M———
Guardian Wealth Advisors, LLC / NC
N/A—10,217-10,217-100%$975.1K———
Rehmann Capital Advisory Group
N/A—10,122-10,122-100%$966.1K———
Investment Advisory Group, LLC
N/A—10,062-10,062-100%$960.3K———
RBF Capital, LLC
N/A—10,000-10,000-100%$954.4K———
Greenline Partners, LLC
N/A—9,930-9,930-100%$947.7K———
Daybright Advisory Services, Inc.
N/A—9,865-9,865-100%$932.7K———
Brand Asset Management Group, Inc.
N/A—9,685-9,685-100%$924.3K———
Stratos Wealth Partners, Ltd.
N/A—9,668-9,668-100%$922.7K———
Wealthfront Advisers LLC
N/A—9,665-9,665-100%$922.4K———
CacheTech Inc.
N/A—9,525-9,525-100%$909.1K———
Adams Wealth Management
N/A—9,525-9,525-100%$909.1K———
Stokes Family Office, LLC
N/A—9,443-9,443-100%$901.2K———
Clare Market Investments LLC
N/A—9,355-9,355-100%$892.8K———
Naviter Wealth, LLC
N/A—9,312-9,312-100%$888.7K———
Clearstead Trust, LLC
N/A—9,253-9,253-100%$883.1K———
Integrity Wealth Solutions LLC
N/A—9,232-9,232-100%$881.2K———
Platform Wealth Management, LLC
N/A—8,980-8,980-100%$857.1K———
AlTi Global, Inc.
N/A—8,817-8,817-100%$841.5K———
Icon Wealth Advisors, LLC
N/A—8,426-8,426-100%$804.1K———
Pine Valley Investments Ltd Liability Co
N/A—8,254-8,254-100%$787.8K———
Huntington National Bank
N/A—8,216-8,216-100%$784.1K———
Alpine Woods Capital Investors, LLC
N/A—8,000-8,000-100%$763.5K———
J.E. Simmons & Co., P.C.
N/A—7,955-7,955-100%$759.2K———
Cahill Financial Advisors Inc
N/A—7,939-7,939-100%$757.7K———
Hantz Financial Services, Inc.
N/A—7,458-7,458-100%$712.0K———
Nuveen, LLC
N/A—7,377-7,377-100%$704.1K———
Star Financial Bank
N/A—7,308-7,308-100%$697.5K———
Mayflower Financial Advisors, LLC
N/A—7,288-7,288-100%$695.6K———
Pallas Capital Advisors LLC
N/A—7,233-7,233-100%$690.3K———
UMB Bank, n.a.
N/A—6,693-6,693-100%$638.8K———
Vantus Wealth LLC
N/A—6,481-6,481-100%$618.6K———
HighPoint Advisor Group LLC
N/A—6,465-6,465-100%$617.0K———
Jacobson & Schmitt Advisors, LLC
N/A—6,276-6,276-100%$599.0K———
Maripau Wealth Management LLC
N/A—6,072-6,072-100%$579.5K———
Merit Financial Group, LLC
N/A—6,069-6,069-100%$579.2K———
Aegis Wealth Management LLC
N/A—6,000-6,000-100%$572.6K———
Regal Investment Advisors LLC
N/A—5,961-5,961-100%$568.9K———
Sovereign Financial Group, Inc.
N/A—5,946-5,946-100%$567.5K———
Private Capital Management, LLC
N/A—5,840-5,840-100%$557.4K———
Ausdal Financial Partners, Inc.
N/A—5,696-5,696-100%$543.6K———
Level Four Advisory Services, LLC
N/A—5,689-5,689-100%$543.0K———
Burling Wealth Partners, LLC
N/A—5,624-5,624-100%$536.8K———
Strathmore Capital Advisors, Inc.
N/A—5,574-5,574-100%$526.5K———
Westmount Partners, LLC
N/A—5,563-5,563-100%$531.0K———
UBS Asset Management Americas LLC
N/A—5,530-5,530-100%$527.8K———
Wealth Management Associates, Inc.
N/A—5,449-5,449-100%$520.1K———
Novus Advisors, LLC
N/A—5,422-5,422-100%$517.5K———
Smartleaf Asset Management LLC
N/A—5,416-5,416-100%$513.4K———
Continuum Advisory, LLC
N/A—5,408-5,408-100%$516.2K———
Pure Financial Advisors, LLC
N/A—5,362-5,362-100%$511.8K———
Moors & Cabot, Inc.
N/A—5,361-5,361-100%$511.7K———
Summit Wealth Group, LLC
N/A—5,319-5,319-100%$507.6K———
Continental Investors Services, Inc.
N/A—5,279-5,279-100%$510.4K———
Wealth Alliance, LLC
N/A—5,269-5,269-100%$502.8K———
BFC Planning, Inc.
N/A—5,250-5,250-100%$501.1K———
Insigneo Advisory Services, LLC
N/A—5,242-5,242-100%$500.3K———
Silver OAK Securities, Incorporated
N/A—5,206-5,206-100%$496.9K———
Everstar Asset Management, LLC
N/A—5,187-5,187-100%$495.0K———
Financial Engines Advisors L.L.C.
N/A—5,144-5,144-100%$490.9K———
Franklin Resources Inc
N/A—5,125-5,125-100%$489.1K———
Ameritas Advisory Services, LLC
N/A—5,084-5,084-100%$485.2K———
UP Strategic Wealth Investment Advisors LLC
N/A—5,042-5,042-100%$487.5K———
Prelude Capital Management, LLC
N/A—5,040-5,040-100%$481.0K———
Aspiring Ventures, LLC
N/A—5,000-5,000-100%$477.2K———
Next Capital Management LLC
N/A—4,962-4,962-100%$473.6K———
Planning Center, Inc.
N/A—4,822-4,822-100%$460.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,782-4,782-100%$456.4K———
Howe & Rusling Inc
N/A—4,609-4,609-100%$439.9K———
ForthRight Wealth Management, LLC
N/A—4,591-4,591-100%$438.2K———
BlackDiamond Wealth Management, LLC
N/A—4,472-4,472-100%$433.5K———
Foundations Investment Advisors, LLC
N/A—4,389-4,389-100%$418.9K———
Vision Retirement, LLC
N/A—4,366-4,366-100%$416.7K———
Quotient Wealth Partners, LLC
N/A—4,363-4,363-100%$416.4K———
M3 Advisory Group, LLC
N/A—4,361-4,361-100%$416.2K———
Marex Group Ltd
N/A—4,352-4,352-100%$415.4K———
Fi3 Financial Advisors, LLC
N/A—4,350-4,350-100%$360.4K———
CIBC Bancorp USA Inc.
N/A—4,275-4,275-100%$408.0K———
MJP Associates Inc
N/A—4,255-4,255-100%$406.1K———
Ballentine Partners, LLC
N/A—4,252-4,252-100%$405.8K———
Curi Capital, LLC
N/A—4,223-4,223-100%$403.0K———
Stephens Inc
N/A—4,154-4,154-100%$396.5K———
Calton & Associates, Inc.
N/A—4,123-4,123-100%$393.5K———
Beckerman Institutional, LLC
N/A—4,074-4,074-100%$388.8K———
Evernest Financial Advisors, LLC
N/A—4,014-4,014-100%$383.1K———
Impact Partnership Wealth, LLC
N/A—3,991-3,991-100%$380.9K———
Russell Investments Group, Ltd.
N/A—3,988-3,988-100%$380.6K———
Spartan Wealth Advisory Services LLC
N/A—3,965-3,965-100%$378.4K———
ATLas Financial Planning LLC
N/A—3,956-3,956-100%$377.6K———
FSA Advisors, Inc.
N/A—3,931-3,931-100%$375.2K———
Kiley Juergens Wealth Management, LLC
N/A—3,900-3,900-100%$372.2K———
American Financial Advisors, LLC
N/A—3,890-3,890-100%$371.2K———
SHP Wealth Management
N/A—3,823-3,823-100%$364.9K———
Talon Private Wealth, LLC
N/A—3,812-3,812-100%$363.8K———
Main Street Financial Solutions, LLC
N/A—3,783-3,783-100%$361.0K———
Transcend Capital Advisors, LLC
N/A—3,761-3,761-100%$358.9K———
Access Financial Services, Inc.
N/A—3,704-3,704-100%$353.5K———
Strategic Investment Solutions, Inc.
N/A—3,658-3,658-100%$349.1K———
Keystone Financial Group
N/A—3,613-3,613-100%$344.8K———
BlueStem Wealth Partners, LLC
N/A—3,548-3,548-100%$338.6K———
Cvfg LLC
N/A—3,492-3,492-100%$333.3K———
Libra Wealth LLC
N/A—3,485-3,485-100%$332.6K———
Alpine Global Management, LLC
N/A—3,483-3,483-100%$332.4K———
Squarepoint Ops LLC
N/A—3,479-3,479-100%$332.0K———
Bravias Capital Group, LLC
N/A—3,367-3,367-100%$321.3K———
Atomic Invest LLC
N/A—3,246-3,246-100%$307.9K———
Dorsey & Whitney Trust Co LLC
N/A—3,236-3,236-100%$308.8K———
Seascape Capital Management
N/A—3,217-3,217-100%$307.0K———
Stratos Investment Management, LLC
N/A—3,174-3,174-100%$303.0K———
Sonoma Private Wealth LLC
N/A—3,140-3,140-100%$299.7K———
Rialto Wealth Management, LLC
N/A—3,132-3,132-100%$298.9K———
Dakota Wealth Management
N/A—3,087-3,087-100%$294.6K———
Drucker Wealth 3.0, LLC
N/A—3,085-3,085-100%$294.5K———
Conservest Capital Advisors, Inc.
N/A—3,041-3,041-100%$290.2K———
Shufro Rose & Co LLC
N/A—3,025-3,025-100%$288.7K———
Sanchez Levi Garrett
N/A—3,022-3,022-100%$288.4K———
Marshall Financial Group, LLC
N/A—3,008-3,008-100%$287.1K———
Bartlett & Co. Wealth Management LLC
N/A—3,000-3,000-100%$286.3K———
Kovack Advisors, Inc.
N/A—2,958-2,958-100%$279.3K———
Hobbs Group Advisors, LLC
N/A—2,951-2,951-100%$281.7K———
Liberty Wealth Management LLC
N/A—2,828-2,828-100%$245.0K———
Bedel Financial Consulting, Inc.
N/A—2,767-2,767-100%$264.1K———
NewEdge Wealth, LLC
N/A—2,736-2,736-100%$261.2K———
Vanguard Advisers Inc
N/A—2,729-2,729-100%$260.5K———
Capital Group Private Client Services, Inc.
N/A—2,717-2,717-100%$259.3K———
Cornerstone Advisors Asset Management, LLC
N/A—2,698-2,698-100%$257.5K———
Shepherd Wealth Management Ltd Liability Co
N/A—2,681-2,681-100%$213.7K———
Baker Avenue Asset Management, LP
N/A—2,645-2,645-100%$252.4K———
XTX Topco Ltd
N/A—2,630-2,630-100%$251.0K———
RFP Financial Group LLC
N/A—2,625-2,625-100%$250.6K———
Empower Advisory Group, LLC
N/A—2,551-2,551-100%$243.5K———
Meeder Advisory Services, Inc.
N/A—2,536-2,536-100%$242.0K———
Godfrey Financial Associates, Inc.
N/A—2,467-2,467-100%$235.4K———
IEQ Capital, LLC
N/A—2,409-2,409-100%$229.9K———
Falcon Wealth Planning
N/A—2,384-2,384-100%$227.5K———
Clear Investment Research, LLC
N/A—2,322-2,322-100%$221.6K———
Alesco Advisors, LLC, An ESL Co
N/A—2,265-2,265-100%$216.2K———
Maridea Wealth Management LLC
N/A—2,254-2,254-100%$215.1K———
Opus Financial Solutions LLC
N/A—2,254-2,254-100%$215.1K———
MidFirst Bank
N/A—2,225-2,225-100%$212.4K———
Boothbay Fund Management, LLC
N/A—2,180-2,180-100%$208.1K———
Atlantic Family Wealth, LLC
N/A—2,142-2,142-100%$204.4K———
Wealthquest Corp
N/A—2,123-2,123-100%$202.6K———
Silvercrest Asset Management Group LLC
N/A—2,117-2,117-100%$202.0K———
Tacita Capital Inc
N/A—2,101-2,101-100%$200.5K———
CoreFirst Bank & Trust
N/A—2,034-2,034-100%$194.1K———
Delos Wealth Advisors, LLC
N/A—1,958-1,958-100%$186.9K———
Ameriflex Group, Inc.
N/A—1,929-1,929-100%$184.1K———
Operose Advisors LLC
N/A—1,858-1,858-100%$177.3K———
IMA Advisory Services, Inc.
N/A—1,700-1,700-100%$162.2K———
Glen Eagle Advisors, LLC
N/A—1,555-1,555-100%$148.4K———
National Bank of Canada
N/A—1,519-1,519-100%$145.0K———
HHM Wealth Advisors, LLC
N/A—1,485-1,485-100%$141.7K———
Addison Advisors LLC
N/A—1,393-1,393-100%$132.9K———
CVA Family Office, LLC
N/A—1,324-1,324-100%$126.4K———
Fiduciary Financial Advisors
N/A—1,240-1,240-100%$118.3K———
ESL Trust Services, LLC
N/A—1,057-1,057-100%$100.9K———
Federation des caisses Desjardins du Quebec
N/A—927-927-100%$88.5K———
Colonial Trust Co / SC
N/A—907-907-100%$86.6K———
Synergy Investment Management, LLC
N/A—877-877-100%$83.7K———
Aventura Private Wealth, LLC
N/A—834-834-100%$79.6K———
Quarry LP
N/A—820-820-100%$78.3K———
Rothschild Investment LLC
N/A—795-795-100%$75.9K———
FAS Wealth Partners, Inc.
N/A—772-772-100%$73.6K———
Wellington Grp LLC
N/A—663-663-100%$57.4K———
SOA Wealth Advisors, Llc.
N/A—640-640-100%$61.1K———
Morris Financial Concepts, Inc.
N/A—600-600-100%$57.3K———
Financial Life Planners
N/A—586-586-100%$55.9K———
Mcguire Capital Advisors Inc
N/A—576-576-100%$55.0K———
Heritage Wealth Advisors
N/A—503-503-100%$48.0K———
ST Germain D J Co Inc
N/A—490-490-100%$46.8K———
IAG Wealth Partners, LLC
N/A—436-436-100%$41.6K———
Strategic Wealth Advisors LLC
N/A—416-416-100%$35———
Mpwm Advisory Solutions, LLC
N/A—415-415-100%$39.6K———
Matrix Private Capital Group LLC
N/A—407-407-100%$38.8K———
Miller Capital Partners, Inc.
N/A—385-385-100%$36.7K———
Luken Investment Analytics, LLC
N/A—347-347-100%$33.1K———
Medallion Wealth Advisors, LLC
N/A—330-330-100%$31.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—305-305-100%$29.1K———
LRI Investments, LLC
N/A—288-288-100%$27.5K———
Vanguard National Trust Co
N/A—280-280-100%$26.7K———
Bogart Wealth, LLC
N/A—276-276-100%$26.3K———
FWL Investment Management, LLC
N/A—251-251-100%$24.0K———
VSM Wealth Advisory, LLC
N/A—245-245-100%$23.4K———
Founders Financial Alliance, LLC
N/A—226-226-100%$21.6K———
Paladin Advisory Group, LLC
N/A—218-218-100%$20.8K———
Oakmont Advisory Group, LLC
N/A—208-208-100%$19.8K———
Beaird Harris Wealth Management, LLC
N/A—208-208-100%$19.9K———
Strategic Wealth Partners, Ltd.
N/A—173-173-100%$16.5K———
Tiaa Wealth Investment Management LLC
N/A—171-171-100%$16.2K———
Sachetta, LLC
N/A—160-160-100%$15.2K———
Timmons Wealth Management, LLC
N/A—137-137-100%$13.0K———
Copia Wealth Management
N/A—106-106-100%$10.1K———
Coston, McIsaac & Partners
N/A—100-100-100%$9———
Millstone Evans Group, LLC
N/A—82-82-100%$7.8K———
Colonial Trust Advisors
N/A—80-80-100%$7.6K———
GW&K Investment Management, LLC
N/A—79-79-100%$8———
Oxford Financial Group, Ltd. LLC
N/A—73-73-100%$7.0K———
Cary Street Partners Investment Advisory LLC
N/A—71-71-100%$6.8K———
Cambient Family Office, LLC
N/A—56-56-100%$5.3K———
Bessemer Group Inc
N/A—53-53-100%$5———
Atlantic Private Wealth, LLC
N/A—49-49-100%$4.7K———
Whittier Trust Co of Nevada Inc
N/A—48-48-100%$4.5K———
HighMark Wealth Management LLC
N/A—46-46-100%$4.4K———
Basepoint Wealth LLC
N/A—46-46-100%$4.4K———
Punch & Associates Investment Management, Inc.
N/A—42-42-100%$4.0K———
Orion Capital Management LLC
N/A—32-32-100%$3.1K———
Crewe Advisors LLC
N/A—19-19-100%$1.8K———
Wiser Advisor Group LLC
N/A—19-19-100%$1.8K———
Glassman Wealth Services
N/A—16-16-100%$1.5K———
Benson Wealth Management Inc
N/A—14-14-100%$1.3K———
Quent Capital, LLC
N/A—12-12-100%$1.1K———
Greykasell Wealth Strategies, Inc.
N/A—11-11-100%$1.1K———
Anchor Bay Capital, Inc.
N/A—11-11-100%$1.1K———
Tower Research Capital LLC (TRC)
N/A—10-10-100%$954———
Walsh & Associates, LLC
N/A—8-8-100%$788———
Kilter Group LLC
N/A—4-4-100%$382———
Richard W. Paul & Associates, LLC
N/A—3-3-100%$286———
Showing 1098 of 1098 institutions