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Ishares Core 1-5 Year USD BO (ISTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Triad Wealth Partners, LLC
INCREASED
Shares3,045,373 from 2,603,382
Change+441,991 (+17%)
Value$143.9M (+$19.2M)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares1,469,742 from 1,085,686
Change+384,056 (+35%)
Value$69.4M (+$17.2M)
Filed 2026-10-08
Cahaba Wealth Management, Inc.
INCREASED
Shares1,294,988 from 1,213,739
Change+81,249 (+7%)
Value$61.2M (+$2.6M)
Filed 2026-10-26
LJI Wealth Management, LLC
INCREASED
Shares1,273,492 from 1,198,694
Change+74,798 (+6%)
Value$60.2M (+$2.3M)
Filed 2026-10-28
Townsend & Associates, Inc
INCREASED
Shares1,263,483 from 1,240,631
Change+22,852 (+2%)
Value$59.8M (+$201.2K)
Filed 2026-10-23
Prosperity Planning, Inc.
INCREASED
Shares1,164,033 from 1,098,252
Change+65,781 (+6%)
Value$55.0M (+$2.0M)
Filed 2026-10-09
Financial Solutions Advisory Group, Inc.
DECREASED
Shares1,026,026 from 1,124,285
Change-98,259 (-9%)
Value$48.6M (-$5.4M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares943,823 from 852,550
Change+91,273 (+11%)
Value$44.6M (+$3.5M)
Filed 2026-11-06
MBL Wealth, LLC
INCREASED
Shares925,403 from 874,816
Change+50,587 (+6%)
Value$43.7M (+$1.5M)
Filed 2026-10-22
BCM Advisors, LLC
INCREASED
Shares621,476 from 84,993
Change+536,483 (+631%)
Value$29.6M (+$25.5M)
Filed 2026-11-03
Courage Miller Partners, LLC
INCREASED
Shares607,233 from 594,284
Change+12,949 (+2%)
Value$28.7M (+$17.6K)
Filed 2026-10-21
Pittenger & Anderson Inc
INCREASED
Shares600,002 from 552,509
Change+47,493 (+9%)
Value$28.4M (+$1.7M)
Filed 2026-11-02
Hunter Associates Investment Management LLC
INCREASED
Shares519,721 from 499,846
Change+19,875 (+4%)
Value$24.5K (-$24.1M)
Filed 2026-10-26
Clear Wave Wealth Management LLC
INCREASED
Shares467,695 from 440,393
Change+27,302 (+6%)
Value$22.1M (+$849.6K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
INCREASED
Shares445,565 from 414,929
Change+30,636 (+7%)
Value$21.1M (+$1.0M)
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares389,948 from 1,096,210
Change-706,262 (-64%)
Value$18.4M (-$34.5M)
Filed 2026-10-27
Factor Wealth Management LTD
DECREASED
Shares374,794 from 407,283
Change-32,489 (-8%)
Value$17.7M (-$1.9M)
Filed 2026-10-08
Wealth Management Resources, Inc.
INCREASED
Shares371,618 from 359,263
Change+12,355 (+3%)
Value$17.6M (+$224.5K)
Filed 2026-10-21
Alexander Randolph Advisory, Inc.
INCREASED
Shares359,544 from 328,042
Change+31,502 (+10%)
Value$17.0M (+$1.2M)
Filed 2026-11-04
Omega Financial Group, LLC
INCREASED
Shares350,018 from 343,682
Change+6,336 (+2%)
Value$16.5M (-$44.3K)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares328,486 from 443,088
Change-114,602 (-26%)
Value$15.5M (-$5.9M)
Filed 2026-11-05
Abundance Wealth Counselors
INCREASED
Shares309,421 from 253,163
Change+56,258 (+22%)
Value$14.6M (+$2.4M)
Filed 2026-10-26
Iron Financial LLC
DECREASED
Shares308,558 from 329,734
Change-21,176 (-6%)
Value$14.6M (-$1.3M)
Filed 2026-10-23
Fiduciary Advisors, Inc.
INCREASED
Shares304,819 from 270,975
Change+33,844 (+12%)
Value$14.4M (+$1.3M)
Filed 2026-10-16
Buttonwood Financial Advisors Inc.
INCREASED
Shares270,097 from 261,384
Change+8,713 (+3%)
Value$12.8M (+$150.3K)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares269,405 from 221,164
Change+48,241 (+22%)
Value$12.7M (+$2.1M)
Filed 2026-11-04
Ballast Financial Advisors LLC
DECREASED
Shares244,700 from 248,050
Change-3,350 (-1%)
Value$11.6M (-$406.3K)
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares244,405 from 217,189
Change+27,216 (+13%)
Value$11.5M (+$1.1M)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares228,650 from 226,567
Change+2,083 (+1%)
Value$10.8M (-$128.1K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares227,656 from 52,394
Change+175,262 (+335%)
Value$10.8M (+$8.2M)
Filed 2026-11-06
KFA Private Wealth Group, LLC
INCREASED
Shares214,882 from 191,066
Change+23,816 (+12%)
Value$10.2M (+$934.3K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares190,922 from 189,256
Change+1,666 (+1%)
Value$9.0K (-$9.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares176,335 from 294,769
Change-118,434 (-40%)
Value$8.3M (-$5.9M)
Filed 2026-11-02
Maryland Capital Advisors Inc.
INCREASED
Shares176,015 from 159,137
Change+16,878 (+11%)
Value$8.3M (+$638.4K)
Filed 2026-10-15
Washington Trust Bank
INCREASED
Shares165,353 from 146,947
Change+18,406 (+13%)
Value$7.8M (+$722.7K)
Filed 2026-11-03
Independence Financial Advisors, LLC
INCREASED
Shares159,811 from 152,851
Change+6,960 (+5%)
Value$7.6M (+$176.0K)
Filed 2026-10-08
Hoxton Planning & Management, LLC
INCREASED
Shares157,902 from 151,828
Change+6,074 (+4%)
Value$7.5M (+$135.1K)
Filed 2026-10-15
JGP Wealth Management, LLC
INCREASED
Shares153,148 from 150,065
Change+3,083 (+2%)
Value$7.2M (-$4.4K)
Filed 2026-10-13
Sterling Investment Advisors LLC
INCREASED
Shares151,151 from 144,939
Change+6,212 (+4%)
Value$7.1M (+$148.6K)
Filed 2026-10-27
Townsend Financial Planning, LLC
INCREASED
Shares149,848 from 140,081
Change+9,767 (+7%)
Value$7.1M (+$321.4K)
Filed 2026-11-02
Values First Advisors, Inc.
INCREASED
Shares148,757 from 144,740
Change+4,017 (+3%)
Value$7.0M (+$45.1K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares146,808 from 111,009
Change+35,799 (+32%)
Value$6.9M (+$1.6M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares137,251 from 143,802
Change-6,551 (-5%)
Value$6.5M (-$453.3K)
Filed 2026-11-02
Providence First Trust Co
INCREASED
Shares132,838 from 130,588
Change+2,250 (+2%)
Value$6.3M (-$24.3K)
Filed 2026-11-02
Corepath Wealth Partners LLC
DECREASED
Shares127,705 from 140,922
Change-13,217 (-9%)
Value$6.0M (-$739.4K)
Filed 2026-10-21
Baker Ellis Asset Management LLC
INCREASED
Shares124,790 from 120,890
Change+3,900 (+3%)
Value$5.9M (+$63.4K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares119,521 from 114,838
Change+4,683 (+4%)
Value$5.6M (+$106.4K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares112,604 from 82,364
Change+30,240 (+37%)
Value$5.3M (+$1.3M)
Filed 2026-10-23
AtlasMark Financial, Inc
DECREASED
Shares112,033 from 115,402
Change-3,369 (-3%)
Value$5.3M (-$274.6K)
Filed 2026-10-13
eCIO, Inc.
INCREASED
Shares109,447 from 107,864
Change+1,583 (+1%)
Value$5.2M (-$38.5K)
Filed 2026-11-02
Gilbert Capital Group, Inc.
DECREASED
Shares106,075 from 131,010
Change-24,935 (-19%)
Value$5.0M (-$1.3M)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
DECREASED
Shares105,842 from 107,688
Change-1,846 (-2%)
Value$5.0M (-$194.9K)
Filed 2026-10-28
Cannon Financial Strategists, Inc.
INCREASED
Shares103,847 from 103,207
Change+640 (+1%)
Value$4.9M (-$73.0K)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares103,478 from 45,175
Change+58,303 (+129%)
Value$4.9M (+$2.7M)
Filed 2026-10-27
CGN Advisors LLC
DECREASED
Shares102,265 from 123,897
Change-21,632 (-17%)
Value$4.8M (-$1.1M)
Filed 2026-10-21
Lutz Financial Services LLC
INCREASED
Shares96,994 from 96,229
Change+765 (+1%)
Value$4.6M (-$60.1K)
Filed 2026-11-06
Bluestem Financial Advisors, LLC
INCREASED
Shares95,317 from 92,217
Change+3,100 (+3%)
Value$4.5M (+$54.3K)
Filed 2026-10-20
Sheets Smith Wealth Management
INCREASED
Shares90,747 from 77,610
Change+13,137 (+17%)
Value$4.3M (+$543.1K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares88,614 from 92,558
Change-3,944 (-4%)
Value$4.2M (-$278.9K)
Filed 2026-10-19
City Holding Co
INCREASED
Shares84,293 from 71,925
Change+12,368 (+17%)
Value$4.0M (+$512.4K)
Filed 2026-10-19
Peoples Bank
DECREASED
Shares75,913 from 88,527
Change-12,614 (-14%)
Value$3.6M (-$684.5K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares75,006 from 73,201
Change+1,805 (+2%)
Value$3.5M (+$12.1K)
Filed 2026-10-14
McClarren Financial Advisors, Inc.
DECREASED
Shares74,396 from 102,766
Change-28,370 (-28%)
Value$3.5M (-$1.4M)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares73,357 from 7,114
Change+66,243 (+931%)
Value$3.5M (+$3.1M)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares70,887 from 70,887
Change0 (0%)
Value$3.4M ($0)
Filed 2026-11-06
Shepherd Street Advisors LLC
INCREASED
Shares67,412 from 65,355
Change+2,057 (+3%)
Value$3.2M (+$40.3K)
Filed 2026-10-21
Arkansas Financial Group, Inc.
DECREASED
Shares64,842 from 71,606
Change-6,764 (-9%)
Value$3.1M (-$391.2K)
Filed 2026-10-26
Lineweaver Wealth Advisors, LLC
INCREASED
Shares63,773 from 60,474
Change+3,299 (+5%)
Value$3.0M (+$95.4K)
Filed 2026-10-13
Valmark Advisers, Inc.
DECREASED
Shares60,792 from 75,071
Change-14,279 (-19%)
Value$2.9M (-$749.8K)
Filed 2026-11-06
Turn8 Private Wealth Inc.
INCREASED
Shares59,293 from 50,179
Change+9,114 (+18%)
Value$2.8M (+$380.5K)
Filed 2026-11-05
MKT Advisors LLC
DECREASED
Shares57,640 from 59,455
Change-1,815 (-3%)
Value$2.7M (-$133.9K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED
Shares51,783 from 51,424
Change+359 (+1%)
Value$2.4M (-$34.5K)
Filed 2026-11-02
Stone House Investment Management, LLC
INCREASED
Shares51,672 from 49,861
Change+1,811 (+4%)
Value$2.4M (+$35.7K)
Filed 2026-10-23
Eukles Asset Management
INCREASED
Shares49,856 from 42,934
Change+6,922 (+16%)
Value$2.4M (+$284.1K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares48,053 from 49,582
Change-1,529 (-3%)
Value$2.3M (-$121.8K)
Filed 2026-11-06
XY Planning Network, Inc.
DECREASED
Shares42,423 from 42,588
Change-165 (0%)
Value$2.0M (-$50.4K)
Filed 2026-10-14
PDS Planning, Inc
INCREASED
Shares41,285 from 36,499
Change+4,786 (+13%)
Value$2.0M (+$189.6K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares37,896 from 36,101
Change+1,795 (+5%)
Value$1.8M (+$49.6K)
Filed 2026-10-08
Vicus Capital
INCREASED
Shares35,182 from 29,810
Change+5,372 (+18%)
Value$1.7M (+$224.0K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares34,530 from 34,129
Change+401 (+1%)
Value$1.6M (-$15.2K)
Filed 2026-11-05
FC Advisory LLC
INCREASED
Shares34,307 from 30,603
Change+3,704 (+12%)
Value$1.6M (+$144.4K)
Filed 2026-10-05
Joseph Group Capital Management
INCREASED
Shares29,861 from 29,253
Change+608 (+2%)
Value$1.4M (-$525)
Filed 2026-11-04
Retiremitten Financial LLC
NEW
Shares28,146
Change+28,146
Value$1.3M
Filed 2026-11-05
Investment Management Corp
NEW
Shares27,754
Change+27,754
Value$1.3M
Filed 2026-11-03
Stone Summit Wealth LLC
INCREASED
Shares26,785 from 16,200
Change+10,585 (+65%)
Value$1.3M (+$483.9K)
Filed 2026-10-14
Darden Wealth Group Inc
INCREASED
Shares26,243 from 26,127
Change+116 (+0%)
Value$1.2M (-$20.6K)
Filed 2026-11-06
Quad-Cities Investment Group, LLC
INCREASED
Shares24,907 from 24,354
Change+553 (+2%)
Value$1.2M (+$1.8K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares24,426 from 14,953
Change+9,473 (+63%)
Value$1.2M (+$432.7K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED
Shares24,350 from 25,576
Change-1,226 (-5%)
Value$1.2M (-$83.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares22,242 from 32,642
Change-10,400 (-32%)
Value$1.1M (-$524.1K)
Filed 2026-11-06
Weaver Consulting Group
DECREASED
Shares21,997 from 22,015
Change-18 (0%)
Value$1.0M (-$22.9K)
Filed 2026-10-07
Beacon Hill Wealth Management Ltd.
INCREASED
Shares21,371 from 20,936
Change+435 (+2%)
Value$1.0M (-$382)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares20,845 from 20,845
Change0 (0%)
Value$984.9K (-$20.8K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares20,456 from 17,301
Change+3,155 (+18%)
Value$964.5K (+$133.4K)
Filed 2026-10-16
Columbus Macro, LLC
INCREASED
Shares19,980 from 19,481
Change+499 (+3%)
Value$944.0K (+$4.1K)
Filed 2026-10-14
Hill Island Financial LLC
DECREASED
Shares19,849 from 21,084
Change-1,235 (-6%)
Value$937.8K (-$79.5K)
Filed 2026-10-20
Opus Capital Group, LLC
INCREASED
Shares19,626 from 12,795
Change+6,831 (+53%)
Value$927 (-$616.1K)
Filed 2026-10-30
Pine Haven Investment Counsel, Inc
INCREASED
Shares19,446 from 18,646
Change+800 (+4%)
Value$918.8K (+$19.2K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares18,663 from 9,460
Change+9,203 (+97%)
Value$881.8K (+$425.4K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares18,334 from 1,733
Change+16,601 (+958%)
Value$866.3K (+$782.7K)
Filed 2026-11-03
Able Financial Group, LLC
UNCHANGED
Shares17,905 from 17,905
Change0 (0%)
Value$846.0K (-$17.9K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares17,792 from 17,389
Change+403 (+2%)
Value$840.7K (+$1.7K)
Filed 2026-11-05
Shrier Wealth Management, LLC
DECREASED
Shares17,546 from 18,318
Change-772 (-4%)
Value$829.0K (-$54.8K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares17,423 from 9,433
Change+7,990 (+85%)
Value$823.2K (+$368.1K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares17,050 from 17,673
Change-623 (-4%)
Value$806 (-$852.2K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
DECREASED
Shares16,882 from 17,647
Change-765 (-4%)
Value$797.7K (-$53.8K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares16,238
Change+16,238
Value$767.3K
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
INCREASED
Shares15,982 from 15,460
Change+522 (+3%)
Value$755.1K (+$9.2K)
Filed 2026-10-16
First Premier Bank
INCREASED
Shares15,668 from 14,921
Change+747 (+5%)
Value$740 (+$20)
Filed 2026-10-13
PFG Advisors
UNCHANGED
Shares15,584 from 15,584
Change0 (0%)
Value$736.3K (-$15.6K)
Filed 2026-10-16
Investment Research Partners LLC
NEW
Shares15,550
Change+15,550
Value$734.7K
Filed 2026-10-19
Harmony Asset Management LLC
DECREASED
Shares15,125 from 27,801
Change-12,676 (-46%)
Value$714.7K (-$626.7K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares14,898 from 14,898
Change0 (0%)
Value$703.9K (-$14.9K)
Filed 2026-10-16
Level Wealth Management LLC
INCREASED
Shares14,806 from 6,572
Change+8,234 (+125%)
Value$699.6K (+$382.5K)
Filed 2026-10-23
Invested Advisors
NEW
Shares14,151
Change+14,151
Value$668.6K
Filed 2026-10-23
Evensky & Katz LLC
INCREASED
Shares13,361 from 13,264
Change+97 (+1%)
Value$631 (-$639.4K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares13,255 from 25,364
Change-12,109 (-48%)
Value$626.3K (-$597.5K)
Filed 2026-10-20
M Holdings Securities, Inc.
INCREASED
Shares13,120 from 10,550
Change+2,570 (+24%)
Value$620.0K (+$112.0K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares12,851 from 8,630
Change+4,221 (+49%)
Value$607.2K (+$190.8K)
Filed 2026-11-05
Sunburst Financial Group, LLC
DECREASED
Shares12,800 from 15,001
Change-2,201 (-15%)
Value$604.8K (-$119.0K)
Filed 2026-10-09
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares12,743 from 12,689
Change+54 (+0%)
Value$602.1K (-$10.1K)
Filed 2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares12,713 from 12,713
Change0 (0%)
Value$613.4K ($0)
Filed 2026-11-03
Dorval Corp
DECREASED
Shares12,705 from 13,290
Change-585 (-4%)
Value$600.3K (-$40.9K)
Filed 2026-10-29
SigFig Wealth Management, LLC
INCREASED
Shares12,074 from 10,563
Change+1,511 (+14%)
Value$570.5K (+$60.3K)
Filed 2026-10-07
Aviance Capital Partners, LLC
INCREASED
Shares11,473 from 10,207
Change+1,266 (+12%)
Value$542.1K (+$49.7K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares11,369 from 10,950
Change+419 (+4%)
Value$539.4K (+$14.9K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares11,306 from 15,378
Change-4,072 (-26%)
Value$534.2K (-$207.8K)
Filed 2026-10-23
Beacon Financial Advisory LLC
DECREASED
Shares11,276 from 11,642
Change-366 (-3%)
Value$532.8K (-$28.9K)
Filed 2026-10-16
Commerce Advisors, LLC
DECREASED
Shares11,157 from 11,188
Change-31 (0%)
Value$527.2K (-$12.6K)
Filed 2026-10-19
HB Wealth Management, LLC
INCREASED
Shares10,800 from 10,433
Change+367 (+4%)
Value$510.3K (+$6.9K)
Filed 2026-10-23
Global Financial Private Client, LLC
UNCHANGED
Shares10,424 from 10,424
Change0 (0%)
Value$492.5K (-$10.4K)
Filed 2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares10,319
Change+10,319
Value$487.6K
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares10,245 from 11,573
Change-1,328 (-11%)
Value$483.0K (-$75.0K)
Filed 2026-11-05
Diversified Portfolios, Inc.
DECREASED
Shares9,963 from 10,477
Change-514 (-5%)
Value$470.8K (-$34.8K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares8,867 from 8,867
Change0 (0%)
Value$419.0K (-$8.9K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,572 from 8,482
Change+90 (+1%)
Value$405.0K (-$4.2K)
Filed 2026-11-03
Guidance Point Advisors, LLC
INCREASED
Shares8,377 from 8,267
Change+110 (+1%)
Value$396.2K (-$3.1K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares8,263 from 7,990
Change+273 (+3%)
Value$390.4K (+$4.9K)
Filed 2026-10-30
Accredited Investor Services, LLC
UNCHANGED
Shares8,105 from 8,105
Change0 (0%)
Value$383.0K (-$8.1K)
Filed 2026-10-22
Rede Wealth, LLC
DECREASED
Shares7,887 from 9,058
Change-1,171 (-13%)
Value$372.7K (-$64.4K)
Filed 2026-10-22
Mattern Capital Management, LLC
UNCHANGED
Shares7,855 from 7,855
Change0 (0%)
Value$371.1K (-$7.9K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares7,764 from 6,900
Change+864 (+13%)
Value$366.8K (+$33.9K)
Filed 2026-11-05
Lee Financial Co
NEW
Shares7,624
Change+7,624
Value$360.2K
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
NEW
Shares7,551
Change+7,551
Value$356.8K
Filed 2026-11-05
SC&H Financial Advisors, Inc.
INCREASED
Shares7,524 from 7,452
Change+72 (+1%)
Value$355.5K (-$4.0K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares7,313 from 7,170
Change+143 (+2%)
Value$345.6K (-$422)
Filed 2026-11-06
Garde Capital, Inc.
UNCHANGED
Shares7,190 from 7,190
Change0 (0%)
Value$339.7K (-$7.2K)
Filed 2026-10-29
Hudson Capital Management LLC
INCREASED
Shares6,982 from 6,589
Change+393 (+6%)
Value$329.9K (+$12.0K)
Filed 2026-10-20
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares6,738 from 6,738
Change0 (0%)
Value$318.4K (-$6.7K)
Filed 2026-10-28
Elevate Wealth Advisory, Inc
INCREASED
Shares6,496 from 6,314
Change+182 (+3%)
Value$306.9K (+$2.3K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares6,324 from 6,321
Change+3 (+0%)
Value$298.2K (-$5.5K)
Filed 2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares6,167 from 6,072
Change+95 (+2%)
Value$291.4K (-$1.6K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares5,960 from 5,952
Change+8 (+0%)
Value$281.6K (-$5.6K)
Filed 2026-10-28
SeaBridge Investment Advisors LLC
DECREASED
Shares5,950 from 6,150
Change-200 (-3%)
Value$281.1K (-$15.6K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares5,910 from 5,813
Change+97 (+2%)
Value$279.3K (-$1.2K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares5,882 from 6,178
Change-296 (-5%)
Value$277.9K (-$20.2K)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares5,790 from 5,572
Change+218 (+4%)
Value$273.6K (+$4.7K)
Filed 2026-11-05
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$266.5K (-$5.6K)
Filed 2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED
Shares5,599 from 5,599
Change0 (0%)
Value$264.7K (-$5.4K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares5,432 from 5,432
Change0 (0%)
Value$256.7K (-$5.4K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
INCREASED
Shares5,410 from 4,496
Change+914 (+20%)
Value$255.5K (+$39.1K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares5,331 from 14,688
Change-9,357 (-64%)
Value$251.9K (-$456.8K)
Filed 2026-10-08
Pearl Planning LLC
DECREASED
Shares5,071 from 6,883
Change-1,812 (-26%)
Value$239.6K (-$92.5K)
Filed 2026-10-13
Wealth Forward, LLC
UNCHANGED
Shares5,042 from 5,042
Change0 (0%)
Value$238.2K (-$5.0K)
Filed 2026-10-14
Life Planning Partners, Inc
UNCHANGED
Shares4,979 from 4,979
Change0 (0%)
Value$235.3K (-$5.0K)
Filed 2026-10-28
Cidel Asset Management Inc
INCREASED
Shares4,910 from 4,875
Change+35 (+1%)
Value$232.0K (-$3.2K)
Filed 2026-10-29
Silverlake Wealth Management LLC
DECREASED
Shares4,821 from 5,033
Change-212 (-4%)
Value$227.8K (-$15.1K)
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares4,762
Change+4,762
Value$225.1K
Filed 2026-11-03
Root Financial Partners, LLC
UNCHANGED
Shares4,639 from 4,639
Change0 (0%)
Value$219.2K (-$4.6K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$217.0K (-$4.6K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
NEW
Shares4,362
Change+4,362
Value$206.1K
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,310 from 4,590
Change-280 (-6%)
Value$203.6K (-$17.8K)
Filed 2026-10-20
Three Bridge Wealth Advisors, LLC
NEW
Shares4,127
Change+4,127
Value$195.0K
Filed 2026-11-05
Spirit of America Management Corp
DECREASED
Shares4,060 from 195,083
Change-191,023 (-98%)
Value$191.8K (+$187.7K)
Filed 2026-10-14
Bfsg, LLC
INCREASED
Shares3,778 from 3,743
Change+35 (+1%)
Value$178.5K (-$2.1K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares3,501
Change+3,501
Value$165.4K
Filed 2026-11-05
Security National Bank
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$152.5K (-$3.2K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares3,189 from 3,493
Change-304 (-9%)
Value$150.7K (-$17.8K)
Filed 2026-11-04
West Paces Advisors Inc.
DECREASED
Shares2,429 from 4,429
Change-2,000 (-45%)
Value$114.8K (-$98.9K)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares1,577 from 1,573
Change+4 (+0%)
Value$74.5K (-$1.4K)
Filed 2026-10-23
Midwest Capital Advisors, LLC
DECREASED
Shares1,518 from 1,556
Change-38 (-2%)
Value$71.7K (-$3.3K)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares1,466 from 3,341
Change-1,875 (-56%)
Value$69.3K (-$91.9K)
Filed 2026-10-21
Burkett Financial Services, LLC
DECREASED
Shares1,249 from 2,399
Change-1,150 (-48%)
Value$59.0K (-$56.7K)
Filed 2026-10-01
IFP Advisors, Inc
DECREASED
Shares1,240 from 1,253
Change-13 (-1%)
Value$58.6K (-$1.9K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$52.4K (-$1.1K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$52.0K (-$1.1K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares802
Change+802
Value$37.9K
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED
Shares801 from 1,741
Change-940 (-54%)
Value$37.8K (-$46.2K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares799 from 875
Change-76 (-9%)
Value$37.7K (-$4.5K)
Filed 2026-10-30
Trust Co of Vermont
NEW
Shares768
Change+768
Value$36.3K
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$35.9K (-$760)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares718
Change+718
Value$33.9K
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares650 from 728
Change-78 (-11%)
Value$30.7K (-$4.4K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$25.5K (-$540)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$24.0K (-$489)
Filed 2026-10-09
Golden State Wealth Management, LLC
INCREASED
Shares439 from 304
Change+135 (+44%)
Value$20.8K (+$6.1K)
Filed 2026-11-02
Vima LLC
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$15.1K (-$319)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares267 from 265
Change+2 (+1%)
Value$12.6K (-$127)
Filed 2026-10-28
General Partner, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$12.0K (-$255)
Filed 2026-10-05
Ascentis Independent Advisors
NEW
Shares180
Change+180
Value$8.5K
Filed 2026-11-03
Kopp Family Office, LLC
DECREASED
Shares179 from 2,173
Change-1,994 (-92%)
Value$102.7K (-$2.2K)
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$7.6K (-$161)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$4.1K (-$87)
Filed 2026-11-05
Clearstead Trust, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.8K (-$81)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.8K (-$59)
Filed 2026-10-23
Nemes Rush Group LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.0K (-$42)
Filed 2026-11-04
Larson Financial Group LLC
NEW
Shares39
Change+39
Value$1.8K
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
NEW
Shares17
Change+17
Value$804
Filed 2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$696 (-$17)
Filed 2026-10-13
Contravisory Investment Management, Inc.
NEW
Shares10
Change+10
Value$473
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$473 (-$10)
Filed 2026-10-08
Russell Investments Group, Ltd.
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$236 (-$102)
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$142 (-$3)
Filed 2026-10-15
Blueline Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$45 (-$1)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$36 ($0)
Filed 2026-11-04
Sunesis Advisors, LLC
CLOSED
Shares0 from 55,021
Change-55,021 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-26
Blue Jean Financial LLC
CLOSED
Shares0 from 25,698
Change-25,698 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
Keystone Financial Group, Inc.
CLOSED
Shares0 from 22,874
Change-22,874 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
WIN Advisors, Inc
CLOSED
Shares0 from 22,621
Change-22,621 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Essex Bank
CLOSED
Shares0 from 22,225
Change-22,225 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Oppenheimer & Co Inc
CLOSED
Shares0 from 8,630
Change-8,630 (-100%)
Value$0 (-$416.4K)
Filed 2026-10-26
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 6,107
Change-6,107 (-100%)
Value$0 (-$294.7K)
Filed 2026-10-21
Wagner Wealth Management, LLC
CLOSED
Shares0 from 5,968
Change-5,968 (-100%)
Value$0 (-$288.0K)
Filed 2026-10-21
Money Concepts Capital Corp
CLOSED
Shares0 from 5,316
Change-5,316 (-100%)
Value$0 (-$256.5K)
Filed 2026-11-06
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 4,867
Change-4,867 (-100%)
Value$0 (-$234.8K)
Filed 2026-10-15
LVZ, Inc.
CLOSED
Shares0 from 4,680
Change-4,680 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-20
Strategic Blueprint, LLC
CLOSED
Shares0 from 4,606
Change-4,606 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-22
Fifth Third Securities, Inc.
CLOSED
Shares0 from 4,606
Change-4,606 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-21
Sound Stewardship, LLC
CLOSED
Shares0 from 4,561
Change-4,561 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 4,391
Change-4,391 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-23
First Heartland Consultants, Inc.
CLOSED
Shares0 from 4,232
Change-4,232 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-08
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 4,206
Change-4,206 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-04
Summa Corp.
CLOSED
Shares0 from 4,200
Change-4,200 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-30
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,028
Change-1,028 (-100%)
Value$0 (-$49.6K)
Filed 2026-10-13
First Horizon Corp
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-26
Bank of New Hampshire
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-06
IAG Wealth Partners, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-06
Citigroup Inc
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$818)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$145)
Filed 2026-10-27
Acorns Advisers, LLC
N/A
Shares— from 12,768,271
Change-12,768,271 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,755,189
Change-7,755,189 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 5,549,725
Change-5,549,725 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,625,257
Change-2,625,257 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,421,615
Change-2,421,615 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,057,377
Change-2,057,377 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,409,398
Change-1,409,398 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,370,384
Change-1,370,384 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,144,207
Change-1,144,207 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,119,504
Change-1,119,504 (-100%)
Value—
UBS Group AG
N/A
Shares— from 983,998
Change-983,998 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 967,738
Change-967,738 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 941,481
Change-941,481 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 852,449
Change-852,449 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 711,800
Change-711,800 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 688,511
Change-688,511 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 674,028
Change-674,028 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 644,170
Change-644,170 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 612,142
Change-612,142 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 609,935
Change-609,935 (-100%)
Value—
CIM, LLC
N/A
Shares— from 553,486
Change-553,486 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 543,043
Change-543,043 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 442,762
Change-442,762 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 328,255
Change-328,255 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 318,545
Change-318,545 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 262,339
Change-262,339 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 228,646
Change-228,646 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 213,388
Change-213,388 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 210,758
Change-210,758 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 200,821
Change-200,821 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 185,878
Change-185,878 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 184,109
Change-184,109 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 178,541
Change-178,541 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 176,901
Change-176,901 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 165,397
Change-165,397 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 141,607
Change-141,607 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 132,987
Change-132,987 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 126,121
Change-126,121 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 123,851
Change-123,851 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 123,399
Change-123,399 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 112,066
Change-112,066 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 105,786
Change-105,786 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 101,628
Change-101,628 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 93,345
Change-93,345 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 92,160
Change-92,160 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 87,575
Change-87,575 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 85,185
Change-85,185 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 84,638
Change-84,638 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 83,817
Change-83,817 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,682
Change-79,682 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 77,274
Change-77,274 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 75,402
Change-75,402 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 74,735
Change-74,735 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 60,998
Change-60,998 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 59,700
Change-59,700 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 56,372
Change-56,372 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 52,973
Change-52,973 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 51,052
Change-51,052 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 49,789
Change-49,789 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 48,834
Change-48,834 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 47,383
Change-47,383 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 45,018
Change-45,018 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 42,999
Change-42,999 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 41,293
Change-41,293 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 39,819
Change-39,819 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 39,107
Change-39,107 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 37,958
Change-37,958 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 37,158
Change-37,158 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 36,971
Change-36,971 (-100%)
Value—
Betterment LLC
N/A
Shares— from 36,554
Change-36,554 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 34,144
Change-34,144 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 31,534
Change-31,534 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 31,096
Change-31,096 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,025
Change-30,025 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 29,887
Change-29,887 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,525
Change-29,525 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 27,283
Change-27,283 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 26,843
Change-26,843 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,291
Change-26,291 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,898
Change-25,898 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 25,162
Change-25,162 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 24,592
Change-24,592 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,829
Change-23,829 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 23,272
Change-23,272 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 22,294
Change-22,294 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 21,598
Change-21,598 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21,360
Change-21,360 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,790
Change-19,790 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,455
Change-18,455 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,129
Change-18,129 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,178
Change-17,178 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 16,807
Change-16,807 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 16,539
Change-16,539 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 16,398
Change-16,398 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,043
Change-14,043 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,999
Change-13,999 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 13,401
Change-13,401 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,612
Change-12,612 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,468
Change-12,468 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,061
Change-11,061 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,965
Change-9,965 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 8,484
Change-8,484 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
&partners
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 994
Change-994 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 493
Change-493 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 309
Change-309 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 180
Change-180 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 42
Change-42 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16
Change-16 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Triad Wealth Partners, LLC
INCREASED3,045,3732,603,382+441,991+17%$124.7M$143.9M+$19.2M2026-10-26
Apella Capital, LLC
INCREASED1,469,7421,085,686+384,056+35%$52.2M$69.4M+$17.2M2026-10-08
Cahaba Wealth Management, Inc.
INCREASED1,294,9881,213,739+81,249+7%$58.6M$61.2M+$2.6M2026-10-26
LJI Wealth Management, LLC
INCREASED1,273,4921,198,694+74,798+6%$57.8M$60.2M+$2.3M2026-10-28
Townsend & Associates, Inc
INCREASED1,263,4831,240,631+22,852+2%$59.6M$59.8M+$201.2K2026-10-23
Prosperity Planning, Inc.
INCREASED1,164,0331,098,252+65,781+6%$53.0M$55.0M+$2.0M2026-10-09
Financial Solutions Advisory Group, Inc.
DECREASED1,026,0261,124,285-98,259-9%$54.0M$48.6M-$5.4M2026-10-28
LPL Financial LLC
INCREASED943,823852,550+91,273+11%$41.1M$44.6M+$3.5M2026-11-06
MBL Wealth, LLC
INCREASED925,403874,816+50,587+6%$42.2M$43.7M+$1.5M2026-10-22
BCM Advisors, LLC
INCREASED621,47684,993+536,483+631%$4.1M$29.6M+$25.5M2026-11-03
Courage Miller Partners, LLC
INCREASED607,233594,284+12,949+2%$28.7M$28.7M+$17.6K2026-10-21
Pittenger & Anderson Inc
INCREASED600,002552,509+47,493+9%$26.7M$28.4M+$1.7M2026-11-02
Hunter Associates Investment Management LLC
INCREASED519,721499,846+19,875+4%$24.1M$24.5K-$24.1M2026-10-26
Clear Wave Wealth Management LLC
INCREASED467,695440,393+27,302+6%$21.2M$22.1M+$849.6K2026-11-04
Opal Wealth Advisors, LLC
INCREASED445,565414,929+30,636+7%$20.0M$21.1M+$1.0M2026-10-16
Trust Point Inc.
DECREASED389,9481,096,210-706,262-64%$52.9M$18.4M-$34.5M2026-10-27
Factor Wealth Management LTD
DECREASED374,794407,283-32,489-8%$19.7M$17.7M-$1.9M2026-10-08
Wealth Management Resources, Inc.
INCREASED371,618359,263+12,355+3%$17.3M$17.6M+$224.5K2026-10-21
Alexander Randolph Advisory, Inc.
INCREASED359,544328,042+31,502+10%$15.8M$17.0M+$1.2M2026-11-04
Omega Financial Group, LLC
INCREASED350,018343,682+6,336+2%$16.6M$16.5M-$44.3K2026-10-29
Bank of New York Mellon Corp
DECREASED328,486443,088-114,602-26%$21.4M$15.5M-$5.9M2026-11-05
Abundance Wealth Counselors
INCREASED309,421253,163+56,258+22%$12.2M$14.6M+$2.4M2026-10-26
Iron Financial LLC
DECREASED308,558329,734-21,176-6%$15.9M$14.6M-$1.3M2026-10-23
Fiduciary Advisors, Inc.
INCREASED304,819270,975+33,844+12%$13.1M$14.4M+$1.3M2026-10-16
Buttonwood Financial Advisors Inc.
INCREASED270,097261,384+8,713+3%$12.6M$12.8M+$150.3K2026-10-13
Keybank National Association
INCREASED269,405221,164+48,241+22%$10.7M$12.7M+$2.1M2026-11-04
Ballast Financial Advisors LLC
DECREASED244,700248,050-3,350-1%$12.0M$11.6M-$406.3K2026-10-26
Crestwood Advisors Group, LLC
INCREASED244,405217,189+27,216+13%$10.5M$11.5M+$1.1M2026-10-27
Fonville Wealth Management LLC
INCREASED228,650226,567+2,083+1%$10.9M$10.8M-$128.1K2026-10-28
Merit Financial Group, LLC
INCREASED227,65652,394+175,262+335%$2.5M$10.8M+$8.2M2026-11-06
KFA Private Wealth Group, LLC
INCREASED214,882191,066+23,816+12%$9.2M$10.2M+$934.3K2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED190,922189,256+1,666+1%$9.1M$9.0K-$9.1M2026-11-02
Commonwealth Equity Services, LLC
DECREASED176,335294,769-118,434-40%$14.2M$8.3M-$5.9M2026-11-02
Maryland Capital Advisors Inc.
INCREASED176,015159,137+16,878+11%$7.7M$8.3M+$638.4K2026-10-15
Washington Trust Bank
INCREASED165,353146,947+18,406+13%$7.1M$7.8M+$722.7K2026-11-03
Independence Financial Advisors, LLC
INCREASED159,811152,851+6,960+5%$7.4M$7.6M+$176.0K2026-10-08
Hoxton Planning & Management, LLC
INCREASED157,902151,828+6,074+4%$7.3M$7.5M+$135.1K2026-10-15
JGP Wealth Management, LLC
INCREASED153,148150,065+3,083+2%$7.2M$7.2M-$4.4K2026-10-13
Sterling Investment Advisors LLC
INCREASED151,151144,939+6,212+4%$7.0M$7.1M+$148.6K2026-10-27
Townsend Financial Planning, LLC
INCREASED149,848140,081+9,767+7%$6.8M$7.1M+$321.4K2026-11-02
Values First Advisors, Inc.
INCREASED148,757144,740+4,017+3%$7.0M$7.0M+$45.1K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED146,808111,009+35,799+32%$5.3M$6.9M+$1.6M2026-10-13
Creative Planning
DECREASED137,251143,802-6,551-5%$6.9M$6.5M-$453.3K2026-11-02
Providence First Trust Co
INCREASED132,838130,588+2,250+2%$6.3M$6.3M-$24.3K2026-11-02
Corepath Wealth Partners LLC
DECREASED127,705140,922-13,217-9%$6.8M$6.0M-$739.4K2026-10-21
Baker Ellis Asset Management LLC
INCREASED124,790120,890+3,900+3%$5.8M$5.9M+$63.4K2026-10-14
Kestra Advisory Services, LLC
INCREASED119,521114,838+4,683+4%$5.5M$5.6M+$106.4K2026-11-02
Samalin Investment Counsel, LLC
INCREASED112,60482,364+30,240+37%$4.0M$5.3M+$1.3M2026-10-23
AtlasMark Financial, Inc
DECREASED112,033115,402-3,369-3%$5.6M$5.3M-$274.6K2026-10-13
eCIO, Inc.
INCREASED109,447107,864+1,583+1%$5.2M$5.2M-$38.5K2026-11-02
Gilbert Capital Group, Inc.
DECREASED106,075131,010-24,935-19%$6.3M$5.0M-$1.3M2026-10-28
Cranbrook Wealth Management, LLC
DECREASED105,842107,688-1,846-2%$5.2M$5.0M-$194.9K2026-10-28
Cannon Financial Strategists, Inc.
INCREASED103,847103,207+640+1%$5.0M$4.9M-$73.0K2026-10-19
VestGen Advisors, LLC
INCREASED103,47845,175+58,303+129%$2.2M$4.9M+$2.7M2026-10-27
CGN Advisors LLC
DECREASED102,265123,897-21,632-17%$6.0M$4.8M-$1.1M2026-10-21
Lutz Financial Services LLC
INCREASED96,99496,229+765+1%$4.6M$4.6M-$60.1K2026-11-06
Bluestem Financial Advisors, LLC
INCREASED95,31792,217+3,100+3%$4.4M$4.5M+$54.3K2026-10-20
Sheets Smith Wealth Management
INCREASED90,74777,610+13,137+17%$3.7M$4.3M+$543.1K2026-10-16
Phillips Financial Management, LLC
DECREASED88,61492,558-3,944-4%$4.5M$4.2M-$278.9K2026-10-19
City Holding Co
INCREASED84,29371,925+12,368+17%$3.5M$4.0M+$512.4K2026-10-19
Peoples Bank
DECREASED75,91388,527-12,614-14%$4.3M$3.6M-$684.5K2026-10-26
Mather Group, Llc.
INCREASED75,00673,201+1,805+2%$3.5M$3.5M+$12.1K2026-10-14
McClarren Financial Advisors, Inc.
DECREASED74,396102,766-28,370-28%$5.0M$3.5M-$1.4M2026-10-15
Prospera Financial Services Inc
INCREASED73,3577,114+66,243+931%$343.3K$3.5M+$3.1M2026-11-04
Allworth Financial LP
UNCHANGED70,88770,88700%$3.4M$3.4M$02026-11-06
Shepherd Street Advisors LLC
INCREASED67,41265,355+2,057+3%$3.1M$3.2M+$40.3K2026-10-21
Arkansas Financial Group, Inc.
DECREASED64,84271,606-6,764-9%$3.5M$3.1M-$391.2K2026-10-26
Lineweaver Wealth Advisors, LLC
INCREASED63,77360,474+3,299+5%$2.9M$3.0M+$95.4K2026-10-13
Valmark Advisers, Inc.
DECREASED60,79275,071-14,279-19%$3.6M$2.9M-$749.8K2026-11-06
Turn8 Private Wealth Inc.
INCREASED59,29350,179+9,114+18%$2.4M$2.8M+$380.5K2026-11-05
MKT Advisors LLC
DECREASED57,64059,455-1,815-3%$2.9M$2.7M-$133.9K2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED51,78351,424+359+1%$2.5M$2.4M-$34.5K2026-11-02
Stone House Investment Management, LLC
INCREASED51,67249,861+1,811+4%$2.4M$2.4M+$35.7K2026-10-23
Eukles Asset Management
INCREASED49,85642,934+6,922+16%$2.1M$2.4M+$284.1K2026-11-04
PNC Financial Services Group, Inc.
DECREASED48,05349,582-1,529-3%$2.4M$2.3M-$121.8K2026-11-06
XY Planning Network, Inc.
DECREASED42,42342,588-1650%$2.1M$2.0M-$50.4K2026-10-14
PDS Planning, Inc
INCREASED41,28536,499+4,786+13%$1.8M$2.0M+$189.6K2026-11-03
Farther Finance Advisors, LLC
INCREASED37,89636,101+1,795+5%$1.7M$1.8M+$49.6K2026-10-08
Vicus Capital
INCREASED35,18229,810+5,372+18%$1.4M$1.7M+$224.0K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED34,53034,129+401+1%$1.6M$1.6M-$15.2K2026-11-05
FC Advisory LLC
INCREASED34,30730,603+3,704+12%$1.5M$1.6M+$144.4K2026-10-05
Joseph Group Capital Management
INCREASED29,86129,253+608+2%$1.4M$1.4M-$5252026-11-04
Retiremitten Financial LLC
NEW28,146—+28,146——$1.3M—2026-11-05
Investment Management Corp
NEW27,754—+27,754——$1.3M—2026-11-03
Stone Summit Wealth LLC
INCREASED26,78516,200+10,585+65%$781.7K$1.3M+$483.9K2026-10-14
Darden Wealth Group Inc
INCREASED26,24326,127+116+0%$1.3M$1.2M-$20.6K2026-11-06
Quad-Cities Investment Group, LLC
INCREASED24,90724,354+553+2%$1.2M$1.2M+$1.8K2026-10-16
Lido Advisors, LLC
INCREASED24,42614,953+9,473+63%$721.5K$1.2M+$432.7K2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED24,35025,576-1,226-5%$1.2M$1.2M-$83.5K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED22,24232,642-10,400-32%$1.6M$1.1M-$524.1K2026-11-06
Weaver Consulting Group
DECREASED21,99722,015-180%$1.1M$1.0M-$22.9K2026-10-07
Beacon Hill Wealth Management Ltd.
INCREASED21,37120,936+435+2%$1.0M$1.0M-$3822026-10-21
Center for Financial Planning, Inc.
UNCHANGED20,84520,84500%$1.0M$984.9K-$20.8K2026-10-26
TD Waterhouse Canada Inc.
INCREASED20,45617,301+3,155+18%$831.1K$964.5K+$133.4K2026-10-16
Columbus Macro, LLC
INCREASED19,98019,481+499+3%$939.9K$944.0K+$4.1K2026-10-14
Hill Island Financial LLC
DECREASED19,84921,084-1,235-6%$1.0M$937.8K-$79.5K2026-10-20
Opus Capital Group, LLC
INCREASED19,62612,795+6,831+53%$617.0K$927-$616.1K2026-10-30
Pine Haven Investment Counsel, Inc
INCREASED19,44618,646+800+4%$899.7K$918.8K+$19.2K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED18,6639,460+9,203+97%$456.4K$881.8K+$425.4K2026-10-26
Parallel Advisors, LLC
INCREASED18,3341,733+16,601+958%$83.6K$866.3K+$782.7K2026-11-03
Able Financial Group, LLC
UNCHANGED17,90517,90500%$863.9K$846.0K-$17.9K2026-10-14
US Bancorp \de\
INCREASED17,79217,389+403+2%$839.0K$840.7K+$1.7K2026-11-05
Shrier Wealth Management, LLC
DECREASED17,54618,318-772-4%$883.9K$829.0K-$54.8K2026-10-20
Vise Technologies, Inc.
INCREASED17,4239,433+7,990+85%$455.1K$823.2K+$368.1K2026-10-29
Park Avenue Securities LLC
DECREASED17,05017,673-623-4%$853.0K$806-$852.2K2026-10-26
Baker Avenue Asset Management, LP
DECREASED16,88217,647-765-4%$851.5K$797.7K-$53.8K2026-11-06
Concurrent Investment Advisors, LLC
NEW16,238—+16,238——$767.3K—2026-10-16
Copper Harbor Investment Advisors, LLC
INCREASED15,98215,460+522+3%$746.0K$755.1K+$9.2K2026-10-16
First Premier Bank
INCREASED15,66814,921+747+5%$720$740+$202026-10-13
PFG Advisors
UNCHANGED15,58415,58400%$751.9K$736.3K-$15.6K2026-10-16
Investment Research Partners LLC
NEW15,550—+15,550——$734.7K—2026-10-19
Harmony Asset Management LLC
DECREASED15,12527,801-12,676-46%$1.3M$714.7K-$626.7K2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED14,89814,89800%$718.8K$703.9K-$14.9K2026-10-16
Level Wealth Management LLC
INCREASED14,8066,572+8,234+125%$317.1K$699.6K+$382.5K2026-10-23
Invested Advisors
NEW14,151—+14,151——$668.6K—2026-10-23
Evensky & Katz LLC
INCREASED13,36113,264+97+1%$640.0K$631-$639.4K2026-10-27
Commonwealth Financial Services, LLC
DECREASED13,25525,364-12,109-48%$1.2M$626.3K-$597.5K2026-10-20
M Holdings Securities, Inc.
INCREASED13,12010,550+2,570+24%$508.0K$620.0K+$112.0K2026-11-03
Fifth Third Bancorp
INCREASED12,8518,630+4,221+49%$416.4K$607.2K+$190.8K2026-11-05
Sunburst Financial Group, LLC
DECREASED12,80015,001-2,201-15%$723.8K$604.8K-$119.0K2026-10-09
Mine & Arao Wealth Creation & Management, Llc.
INCREASED12,74312,689+54+0%$612.2K$602.1K-$10.1K2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED12,71312,71300%$613.4K$613.4K$02026-11-03
Dorval Corp
DECREASED12,70513,290-585-4%$641.2K$600.3K-$40.9K2026-10-29
SigFig Wealth Management, LLC
INCREASED12,07410,563+1,511+14%$510.2K$570.5K+$60.3K2026-10-07
Aviance Capital Partners, LLC
INCREASED11,47310,207+1,266+12%$492.5K$542.1K+$49.7K2026-10-29
Chicago Partners Investment Group LLC
INCREASED11,36910,950+419+4%$524.5K$539.4K+$14.9K2026-10-27
Simplicity Wealth,LLC
DECREASED11,30615,378-4,072-26%$742.0K$534.2K-$207.8K2026-10-23
Beacon Financial Advisory LLC
DECREASED11,27611,642-366-3%$561.7K$532.8K-$28.9K2026-10-16
Commerce Advisors, LLC
DECREASED11,15711,188-310%$539.8K$527.2K-$12.6K2026-10-19
HB Wealth Management, LLC
INCREASED10,80010,433+367+4%$503.4K$510.3K+$6.9K2026-10-23
Global Financial Private Client, LLC
UNCHANGED10,42410,42400%$503.0K$492.5K-$10.4K2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
NEW10,319—+10,319——$487.6K—2026-11-03
Thrivent Financial for Lutherans
DECREASED10,24511,573-1,328-11%$558.0K$483.0K-$75.0K2026-11-05
Diversified Portfolios, Inc.
DECREASED9,96310,477-514-5%$505.5K$470.8K-$34.8K2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED8,8678,86700%$427.8K$419.0K-$8.9K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED8,5728,482+90+1%$409.3K$405.0K-$4.2K2026-11-03
Guidance Point Advisors, LLC
INCREASED8,3778,267+110+1%$399.3K$396.2K-$3.1K2026-10-15
Truist Financial Corp
INCREASED8,2637,990+273+3%$385.5K$390.4K+$4.9K2026-10-30
Accredited Investor Services, LLC
UNCHANGED8,1058,10500%$391.1K$383.0K-$8.1K2026-10-22
Rede Wealth, LLC
DECREASED7,8879,058-1,171-13%$437.0K$372.7K-$64.4K2026-10-22
Mattern Capital Management, LLC
UNCHANGED7,8557,85500%$379.0K$371.1K-$7.9K2026-11-02
Rossby Financial, LCC
INCREASED7,7646,900+864+13%$332.9K$366.8K+$33.9K2026-11-05
Lee Financial Co
NEW7,624—+7,624——$360.2K—2026-10-16
Elevation Point Wealth Partners, LLC
NEW7,551—+7,551——$356.8K—2026-11-05
SC&H Financial Advisors, Inc.
INCREASED7,5247,452+72+1%$359.6K$355.5K-$4.0K2026-10-14
Level Four Advisory Services, LLC
INCREASED7,3137,170+143+2%$346.0K$345.6K-$4222026-11-06
Garde Capital, Inc.
UNCHANGED7,1907,19000%$346.9K$339.7K-$7.2K2026-10-29
Hudson Capital Management LLC
INCREASED6,9826,589+393+6%$317.9K$329.9K+$12.0K2026-10-20
Donor Advised Charitable Giving, Inc.
UNCHANGED6,7386,73800%$325.1K$318.4K-$6.7K2026-10-28
Elevate Wealth Advisory, Inc
INCREASED6,4966,314+182+3%$304.7K$306.9K+$2.3K2026-10-29
International Assets Investment Management, LLC
INCREASED6,3246,321+3+0%$303.7K$298.2K-$5.5K2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED6,1676,072+95+2%$293.0K$291.4K-$1.6K2026-10-22
Choreo, LLC
INCREASED5,9605,952+8+0%$287.2K$281.6K-$5.6K2026-10-28
SeaBridge Investment Advisors LLC
DECREASED5,9506,150-200-3%$296.7K$281.1K-$15.6K2026-11-02
Sigma Planning Corp
INCREASED5,9105,813+97+2%$280.5K$279.3K-$1.2K2026-10-23
Blue Trust, Inc.
DECREASED5,8826,178-296-5%$298.1K$277.9K-$20.2K2026-10-15
WBH Advisory Inc
INCREASED5,7905,572+218+4%$268.8K$273.6K+$4.7K2026-11-05
Stephen J. Garry & Associates, LLC
UNCHANGED5,6405,64000%$272.1K$266.5K-$5.6K2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED5,5995,59900%$270.2K$264.7K-$5.4K2026-10-26
PFS Partners, LLC
UNCHANGED5,4325,43200%$262.1K$256.7K-$5.4K2026-10-21
Affinity Capital Advisors, LLC
INCREASED5,4104,496+914+20%$216.4K$255.5K+$39.1K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED5,33114,688-9,357-64%$708.7K$251.9K-$456.8K2026-10-08
Pearl Planning LLC
DECREASED5,0716,883-1,812-26%$332.1K$239.6K-$92.5K2026-10-13
Wealth Forward, LLC
UNCHANGED5,0425,04200%$243.3K$238.2K-$5.0K2026-10-14
Life Planning Partners, Inc
UNCHANGED4,9794,97900%$240.2K$235.3K-$5.0K2026-10-28
Cidel Asset Management Inc
INCREASED4,9104,875+35+1%$235.2K$232.0K-$3.2K2026-10-29
Silverlake Wealth Management LLC
DECREASED4,8215,033-212-4%$242.8K$227.8K-$15.1K2026-10-21
StoneX Group Inc.
NEW4,762—+4,762——$225.1K—2026-11-03
Root Financial Partners, LLC
UNCHANGED4,6394,63900%$223.8K$219.2K-$4.6K2026-10-21
Onyx Bridge Wealth Group LLC
UNCHANGED4,5934,59300%$221.6K$217.0K-$4.6K2026-10-16
Ballast Rock Private Wealth LLC
NEW4,362—+4,362——$206.1K—2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED4,3104,590-280-6%$221.5K$203.6K-$17.8K2026-10-20
Three Bridge Wealth Advisors, LLC
NEW4,127—+4,127——$195.0K—2026-11-05
Spirit of America Management Corp
DECREASED4,060195,083-191,023-98%$4.1K$191.8K+$187.7K2026-10-14
Bfsg, LLC
INCREASED3,7783,743+35+1%$180.6K$178.5K-$2.1K2026-10-30
MidAtlantic Capital Management, Inc.
NEW3,501—+3,501——$165.4K—2026-11-05
Security National Bank
UNCHANGED3,2283,22800%$155.8K$152.5K-$3.2K2026-10-26
AlphaCore Capital LLC
DECREASED3,1893,493-304-9%$168.5K$150.7K-$17.8K2026-11-04
West Paces Advisors Inc.
DECREASED2,4294,429-2,000-45%$213.7K$114.8K-$98.9K2026-10-13
Valley National Advisers Inc
INCREASED1,5771,573+4+0%$75.9K$74.5K-$1.4K2026-10-23
Midwest Capital Advisors, LLC
DECREASED1,5181,556-38-2%$75.1K$71.7K-$3.3K2026-11-04
Assetmark, Inc
DECREASED1,4663,341-1,875-56%$161.2K$69.3K-$91.9K2026-10-21
Burkett Financial Services, LLC
DECREASED1,2492,399-1,150-48%$115.8K$59.0K-$56.7K2026-10-01
IFP Advisors, Inc
DECREASED1,2401,253-13-1%$60.5K$58.6K-$1.9K2026-10-16
Archer Investment Corp
UNCHANGED1,1101,11000%$53.6K$52.4K-$1.1K2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,1001,10000%$53.1K$52.0K-$1.1K2026-10-27
Nova Financial LLC
NEW802—+802——$37.9K—2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED8011,741-940-54%$84.0K$37.8K-$46.2K2026-10-15
Spire Wealth Management
DECREASED799875-76-9%$42.2K$37.7K-$4.5K2026-10-30
Trust Co of Vermont
NEW768—+768——$36.3K—2026-10-21
Lanark Financial, Inc.
UNCHANGED76076000%$36.7K$35.9K-$7602026-10-26
Latitude Advisors, LLC
NEW718—+718——$33.9K—2026-10-27
Cullen T Bankers, Inc.
DECREASED650728-78-11%$35.1K$30.7K-$4.4K2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED54054000%$26.0K$25.5K-$5402026-10-26
Pacifica Partners Inc.
UNCHANGED51051000%$24.5K$24.0K-$4892026-10-09
Golden State Wealth Management, LLC
INCREASED439304+135+44%$14.7K$20.8K+$6.1K2026-11-02
Vima LLC
UNCHANGED31931900%$15.4K$15.1K-$3192026-10-23
Buck Wealth Strategies, LLC
INCREASED267265+2+1%$12.8K$12.6K-$1272026-10-28
General Partner, Inc.
UNCHANGED25525500%$12.3K$12.0K-$2552026-10-05
Ascentis Independent Advisors
NEW180—+180——$8.5K—2026-11-03
Kopp Family Office, LLC
DECREASED1792,173-1,994-92%$104.8K$102.7K-$2.2K2026-10-21
CoreCap Advisors, LLC
UNCHANGED16116100%$7.8K$7.6K-$1612026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED878700%$4.2K$4.1K-$872026-11-05
Clearstead Trust, LLC
UNCHANGED818100%$3.9K$3.8K-$812026-11-06
Signaturefd, LLC
UNCHANGED595900%$2.8K$2.8K-$592026-10-23
Nemes Rush Group LLC
UNCHANGED424200%$2.0K$2.0K-$422026-11-04
Larson Financial Group LLC
NEW39—+39——$1.8K—2026-11-05
Halbert Hargrove Global Advisors, LLC
NEW17—+17——$804—2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED151500%$713$696-$172026-10-13
Contravisory Investment Management, Inc.
NEW10—+10——$473—2026-10-13
Gamma Investing LLC
UNCHANGED101000%$483$473-$102026-10-08
Russell Investments Group, Ltd.
DECREASED57-2-29%$338$236-$1022026-11-06
Wolff Wiese Magana LLC
UNCHANGED3300%$145$142-$32026-10-15
Blueline Advisors LLC
UNCHANGED1100%$46$45-$12026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED1100%$36$36$02026-11-04
Sunesis Advisors, LLC
CLOSED055,021-55,021-100%$2.7M$0-$2.7M2026-10-26
Blue Jean Financial LLC
CLOSED025,698-25,698-100%$1.2M$0-$1.2M2026-10-20
Keystone Financial Group, Inc.
CLOSED022,874-22,874-100%$1.1M$0-$1.1M2026-10-13
WIN Advisors, Inc
CLOSED022,621-22,621-100%$1.1M$0-$1.1M2026-11-06
Essex Bank
CLOSED022,225-22,225-100%$1.1M$0-$1.1M2026-10-16
Oppenheimer & Co Inc
CLOSED08,630-8,630-100%$416.4K$0-$416.4K2026-10-26
Wealthcare Capital Partners, LLC
CLOSED06,107-6,107-100%$294.7K$0-$294.7K2026-10-21
Wagner Wealth Management, LLC
CLOSED05,968-5,968-100%$288.0K$0-$288.0K2026-10-21
Money Concepts Capital Corp
CLOSED05,316-5,316-100%$256.5K$0-$256.5K2026-11-06
Patriot Investment Management Group, Inc.
CLOSED04,867-4,867-100%$234.8K$0-$234.8K2026-10-15
LVZ, Inc.
CLOSED04,680-4,680-100%$225.8K$0-$225.8K2026-10-20
Strategic Blueprint, LLC
CLOSED04,606-4,606-100%$222.2K$0-$222.2K2026-10-22
Fifth Third Securities, Inc.
CLOSED04,606-4,606-100%$222.2K$0-$222.2K2026-10-21
Sound Stewardship, LLC
CLOSED04,561-4,561-100%$220.1K$0-$220.1K2026-10-14
Brandywine OAK Private Wealth LLC
CLOSED04,391-4,391-100%$211.8K$0-$211.8K2026-10-23
First Heartland Consultants, Inc.
CLOSED04,232-4,232-100%$204.2K$0-$204.2K2026-10-08
Hohimer Wealth Management, LLC
CLOSED04,206-4,206-100%$202.9K$0-$202.9K2026-11-04
Summa Corp.
CLOSED04,200-4,200-100%$202.7K$0-$202.7K2026-10-30
Salem Investment Counselors Inc
CLOSED01,028-1,028-100%$49.6K$0-$49.6K2026-10-13
First Horizon Corp
CLOSED0200-200-100%$9.7K$0-$9.7K2026-10-26
Bank of New Hampshire
CLOSED0150-150-100%$7.2K$0-$7.2K2026-10-06
IAG Wealth Partners, LLC
CLOSED0119-119-100%$5.7K$0-$5.7K2026-11-06
Citigroup Inc
CLOSED072-72-100%$3.5K$0-$3.5K2026-11-04
Cornerstone Planning Group LLC
CLOSED017-17-100%$818$0-$8182026-10-16
Cassaday & Co Wealth Management LLC
CLOSED03-3-100%$145$0-$1452026-10-27
Acorns Advisers, LLC
N/A—12,768,271-12,768,271-100%$616.1M———
BlackRock, Inc.
N/A—7,755,189-7,755,189-100%$374.2M———
State of Wisconsin Investment Board
N/A—5,549,725-5,549,725-100%$267.8M———
Charles Schwab Investment Management Inc
N/A—2,625,257-2,625,257-100%$126.7M———
Raymond James Financial Inc
N/A—2,421,615-2,421,615-100%$116.8M———
Jones Financial Companies Lllp
N/A—2,057,377-2,057,377-100%$99.4M———
Mariner, LLC
N/A—1,409,398-1,409,398-100%$68.0M———
Spinnaker Trust
N/A—1,370,384-1,370,384-100%$66.1M———
Seven Springs Wealth Group, LLC
N/A—1,144,207-1,144,207-100%$55.2M———
Morgan Stanley
N/A—1,119,504-1,119,504-100%$54.0M———
UBS Group AG
N/A—983,998-983,998-100%$47.5M———
JPMorgan Chase & Co
N/A—967,738-967,738-100%$46.7M———
Bank of America Corp
N/A—941,481-941,481-100%$45.4M———
Bartlett & Co. Wealth Management LLC
N/A—852,449-852,449-100%$41.1M———
Wells Fargo & Company
N/A—711,800-711,800-100%$34.3M———
FPC Investment Advisory, Inc.
N/A—688,511-688,511-100%$33.1M———
Ameriprise Financial Inc
N/A—674,028-674,028-100%$32.5M———
Destination Wealth Management
N/A—644,170-644,170-100%$31.1M———
Geneos Wealth Management Inc.
N/A—612,142-612,142-100%$29.5M———
Envestnet Asset Management Inc
N/A—609,935-609,935-100%$29.4M———
CIM, LLC
N/A—553,486-553,486-100%$26.7M———
Royal Bank of Canada
N/A—543,043-543,043-100%$26.2M———
Beacon Pointe Advisors, LLC
N/A—442,762-442,762-100%$21.4M———
Orion Porfolio Solutions, LLC
N/A—328,255-328,255-100%$15.8M———
Lakeridge Wealth Management LLC
N/A—318,545-318,545-100%$15.4M———
Wescott Financial Advisory Group, LLC
N/A—262,339-262,339-100%$12.7M———
MML Investors Services, LLC
N/A—228,646-228,646-100%$11.0M———
Goldman Sachs Group Inc
N/A—213,388-213,388-100%$10.3M———
EP Wealth Advisors, LLC
N/A—210,758-210,758-100%$10.2M———
Becker Capital Management Inc
N/A—200,821-200,821-100%$9.7M———
Morris Financial Concepts, Inc.
N/A—185,878-185,878-100%$9.0M———
Natixis Advisors, LLC
N/A—184,109-184,109-100%$8.9M———
Cetera Investment Advisers
N/A—178,541-178,541-100%$8.6M———
Osaic Holdings, Inc.
N/A—176,901-176,901-100%$8.5M———
Johnson Financial Group, Inc.
N/A—165,397-165,397-100%$8.0M———
Principal Securities, Inc.
N/A—141,607-141,607-100%$6.8M———
Equitable Holdings, Inc.
N/A—132,987-132,987-100%$6.4M———
1832 Asset Management L.P.
N/A—126,121-126,121-100%$6.1M———
Seeds Investor LLC
N/A—123,851-123,851-100%$6.0M———
Brio Consultants, LLC
N/A—123,399-123,399-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—112,066-112,066-100%$5.4M———
Planning Directions Inc
N/A—105,786-105,786-100%$5.1M———
C M Bidwell & Associates LTD
N/A—101,628-101,628-100%$4.9M———
HighTower Advisors, LLC
N/A—93,345-93,345-100%$4.5M———
Maimon Wealth Management Ltd.
N/A—92,160-92,160-100%$4.4M———
Koss-Olinger Consulting, LLC
N/A—87,575-87,575-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—85,185-85,185-100%$4.1M———
Bank of Montreal
N/A—84,638-84,638-100%$4.1M———
Investment Advisory Group, LLC
N/A—83,817-83,817-100%$4.0M———
NewEdge Advisors, LLC
N/A—79,682-79,682-100%$3.8M———
Mercer Global Advisors Inc
N/A—77,274-77,274-100%$3.7M———
Planwiser Financial, LLC
N/A—75,402-75,402-100%$3.6M———
Summit Wealth Partners, LLC
N/A—74,735-74,735-100%$3.6M———
Fiduciary Group, LLC
N/A—60,998-60,998-100%$2.9M———
OneDigital Investment Advisors LLC
N/A—59,700-59,700-100%$2.9M———
Bcgm Wealth Management, LLC
N/A—56,372-56,372-100%$2.7M———
Richard W. Paul & Associates, LLC
N/A—52,973-52,973-100%$2.6M———
Leavell Investment Management, Inc.
N/A—51,052-51,052-100%$2.5M———
Smithfield Trust Co
N/A—49,789-49,789-100%$2.4M———
Argent Advisors, Inc.
N/A—48,834-48,834-100%$2.4M———
Coldstream Capital Management Inc
N/A—47,383-47,383-100%$2.3M———
Chatterton & Associates Inc.
N/A—45,018-45,018-100%$2.2M———
TD Capital Management LLC
N/A—42,999-42,999-100%$2.1M———
Park Place Capital Corp
N/A—41,293-41,293-100%$2.0M———
Focus Partners Wealth
N/A—39,819-39,819-100%$1.9M———
Horizon Family Wealth, Inc.
N/A—39,107-39,107-100%$1.9M———
Sound View Wealth Advisors Group, LLC
N/A—37,958-37,958-100%$1.8M———
Goldstone Financial Group, LLC
N/A—37,158-37,158-100%$1.8M———
National Bank of Canada
N/A—36,971-36,971-100%$1.8M———
Betterment LLC
N/A—36,554-36,554-100%$1.8M———
Rockbridge Investment Management, LCC
N/A—34,144-34,144-100%$1.6M———
South Plains Financial, Inc.
N/A—31,534-31,534-100%$1.5M———
Per Stirling Capital Management, Llc.
N/A—31,096-31,096-100%$1.5M———
Baird Financial Group, Inc.
N/A—30,025-30,025-100%$1.4M———
Bellwether Advisors, LLC
N/A—29,887-29,887-100%$1.4M———
Arax Advisory Partners
N/A—29,525-29,525-100%$1.4M———
Strategic Financial Partners, Ltd.
N/A—27,283-27,283-100%$1.3M———
Wealthfront Advisers LLC
N/A—26,843-26,843-100%$1.3M———
Advisory Services Network, LLC
N/A—26,291-26,291-100%$1.3M———
Wealthspire Advisors, LLC
N/A—25,898-25,898-100%$1.2M———
SHP Wealth Management
N/A—25,162-25,162-100%$1.2M———
Main Street Research LLC
N/A—24,592-24,592-100%$1.2M———
Essex Financial Services, Inc.
N/A—23,829-23,829-100%$1.1M———
RIK Saylor Financial, Inc.
N/A—23,272-23,272-100%$1.1M———
Vantage Point Financial LLC
N/A—22,294-22,294-100%$1.1M———
HHM Wealth Advisors, LLC
N/A—21,598-21,598-100%$1.0M———
Aptus Capital Advisors, LLC
N/A—21,360-21,360-100%$1.0M———
MAI Capital Management
N/A—20,558-20,558-100%$991.9K———
Stifel Financial Corp
N/A—19,790-19,790-100%$954.9K———
Northwestern Mutual Wealth Management Co
N/A—18,455-18,455-100%$890.5K———
Integrated Wealth Concepts LLC
N/A—18,129-18,129-100%$874.7K———
Composition Wealth, LLC
N/A—17,860-17,860-100%$861.8K———
Harbour Investments, Inc.
N/A—17,800-17,800-100%$858.8K———
Janney Montgomery Scott LLC
N/A—17,178-17,178-100%$829.0K———
Headinvest, LLC
N/A—16,807-16,807-100%$810.9K———
Rather & Kittrell, Inc.
N/A—16,539-16,539-100%$798.0K———
Berger Financial Group, Inc
N/A—16,398-16,398-100%$791.2K———
Mutual Advisors, LLC
N/A—16,040-16,040-100%$773.9K———
Ironwood Investment Counsel, LLC
N/A—16,030-16,030-100%$773.4K———
Susquehanna International Group, LLP
N/A—15,616-15,616-100%$753.5K———
Private Advisor Group, LLC
N/A—14,043-14,043-100%$677.6K———
Cambridge Associates LLC
N/A—14,033-14,033-100%$677.1K———
Western Wealth Management, LLC
N/A—13,999-13,999-100%$675.4K———
Eaton Financial Holdings Company, LLC
N/A—13,401-13,401-100%$646.6K———
Global Retirement Partners, LLC
N/A—12,612-12,612-100%$608.5K———
Arete Wealth Advisors, LLC
N/A—12,468-12,468-100%$601.6K———
Captrust Financial Advisors
N/A—12,396-12,396-100%$598.1K———
Godfrey Financial Associates, Inc.
N/A—12,343-12,343-100%$595.5K———
Blair William & Co
N/A—11,072-11,072-100%$534.2K———
Main Street Financial Solutions, LLC
N/A—11,061-11,061-100%$533.7K———
Calton & Associates, Inc.
N/A—9,965-9,965-100%$480.8K———
OneAscent Financial Services LLC
N/A—9,961-9,961-100%$480.6K———
Tocqueville Asset Management L.P.
N/A—9,400-9,400-100%$453.6K———
Osterweis Capital Management Inc
N/A—9,000-9,000-100%$434.3K———
Talisman Wealth Advisors LLC
N/A—8,484-8,484-100%$409.4K———
Arkadios Wealth Advisors
N/A—8,458-8,458-100%$408.1K———
World Investment Advisors
N/A—8,303-8,303-100%$401.1K———
Jane Street Group, LLC
N/A—7,439-7,439-100%$358.9K———
Summit Financial, LLC
N/A—7,222-7,222-100%$348.5K———
Kelman-Lazarov, Inc.
N/A—7,145-7,145-100%$344.8K———
Kingsview Wealth Management, LLC
N/A—6,628-6,628-100%$319.8K———
Sfmg, LLC
N/A—6,576-6,576-100%$317.3K———
Parkwoods Wealth Partners, LLC
N/A—6,285-6,285-100%$303.3K———
Colonial Trust Advisors
N/A—6,249-6,249-100%$301.5K———
Rockefeller Capital Management L.P.
N/A—6,247-6,247-100%$301.5K———
TrueWealth Financial Partners
N/A—6,100-6,100-100%$294.3K———
SlateStone Wealth, LLC
N/A—6,001-6,001-100%$290.0K———
Parsonex Advisory Services, Inc.
N/A—5,799-5,799-100%$280.2K———
Rehmann Capital Advisory Group
N/A—5,730-5,730-100%$276.5K———
Walter & Keenan Wealth Management LLC
N/A—5,290-5,290-100%$255.2K———
&partners
N/A—5,180-5,180-100%$249.9K———
Magnolia Capital Advisors LLC
N/A—5,151-5,151-100%$248.5K———
BCS Private Wealth Management, Inc.
N/A—5,000-5,000-100%$241.3K———
Prosperity Consulting Group, LLC
N/A—4,823-4,823-100%$232.7K———
Centaurus Financial, Inc.
N/A—4,791-4,791-100%$231.0K———
Zhang Financial LLC
N/A—4,326-4,326-100%$208.8K———
Two Sigma Securities, LLC
N/A—4,299-4,299-100%$207.4K———
Colonial Trust Co / SC
N/A—3,201-3,201-100%$154.4K———
Rothschild Investment LLC
N/A—3,095-3,095-100%$149.3K———
FAS Wealth Partners, Inc.
N/A—2,533-2,533-100%$122.2K———
FMR LLC
N/A—2,433-2,433-100%$117.4K———
Banque Transatlantique SA
N/A—2,336-2,336-100%$112.7K———
Crews Bank & Trust
N/A—2,007-2,007-100%$96.8K———
IMA Advisory Services, Inc.
N/A—1,962-1,962-100%$94.7K———
AE Wealth Management LLC
N/A—1,955-1,955-100%$94.3K———
Smartleaf Asset Management LLC
N/A—1,750-1,750-100%$84.5K———
WealthShield Partners, LLC
N/A—1,692-1,692-100%$81.6K———
Greykasell Wealth Strategies, Inc.
N/A—1,649-1,649-100%$79.6K———
Miller Capital Partners, Inc.
N/A—1,295-1,295-100%$62.5K———
IFG Advisory, LLC
N/A—1,273-1,273-100%$61.4K———
Strive Financial Group,LLC
N/A—1,207-1,207-100%$58.2K———
Federation des caisses Desjardins du Quebec
N/A—1,113-1,113-100%$53.7K———
Franklin Resources Inc
N/A—994-994-100%$48.0K———
Bogart Wealth, LLC
N/A—992-992-100%$47.9K———
Wellington-Altus USA Inc.
N/A—970-970-100%$47.0K———
Medallion Wealth Advisors, LLC
N/A—832-832-100%$62.5K———
Walsh & Associates, LLC
N/A—670-670-100%$32.3K———
Longview Financial Advisors LLC
N/A—619-619-100%$29.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—516-516-100%$24.9K———
Ancora Advisors LLCA
N/A—493-493-100%$23.8K———
BFC Planning, Inc.
N/A—478-478-100%$23.1K———
CVA Family Office, LLC
N/A—446-446-100%$21.5K———
Vanguard Advisers Inc
N/A—309-309-100%$14.9K———
Capital Analysts, LLC
N/A—187-187-100%$9.0K———
Fiduciary Financial Advisors
N/A—180-180-100%$8.7K———
Rialto Wealth Management, LLC
N/A—179-179-100%$8.6K———
Founders Financial Alliance, LLC
N/A—108-108-100%$5.2K———
Highland Investment Advisors LLC
N/A—97-97-100%$4.7K———
Horizon Investments, LLC
N/A—71-71-100%$3.4K———
Transamerica Financial Advisors, LLC
N/A—66-66-100%$3.2K———
Front Row Advisors LLC
N/A—50-50-100%$2.4K———
Ameriflex Group, Inc.
N/A—49-49-100%$2.3K———
BNP Paribas Financial Markets
N/A—42-42-100%$2.0K———
O'shaughnessy Asset Management, LLC
N/A—32-32-100%$1.5K———
Oxford Financial Group, Ltd. LLC
N/A—28-28-100%$1.4K———
Matrix Private Capital Group LLC
N/A—18-18-100%$869———
LRI Investments, LLC
N/A—17-17-100%$820———
Silver OAK Securities, Incorporated
N/A—16-16-100%$781———
HighMark Wealth Management LLC
N/A—14-14-100%$675———
Kilter Group LLC
N/A—2-2-100%$97———
Huntington National Bank
N/A—1-1-100%$48———
Luminist Capital LLC
N/A—00—$1.2K———
Showing 422 of 422 institutions