IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares US Equity Factor ETF (LRGF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares3,662,435 from 3,621,832
Change+40,603 (+1%)
Value$285.1M (+$11.2M)
Filed 2026-10-16
Annex Advisory Services, LLC
INCREASED
Shares3,111,527 from 2,839,647
Change+271,880 (+10%)
Value$242.2M (+$27.5M)
Filed 2026-10-16
SigFig Wealth Management, LLC
DECREASED
Shares2,860,041 from 2,927,890
Change-67,849 (-2%)
Value$222.7M (+$2.6M)
Filed 2026-10-07
Plancorp, LLC
INCREASED
Shares2,193,303 from 2,091,989
Change+101,314 (+5%)
Value$168.9M (+$10.2M)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
INCREASED
Shares1,162,097 from 1,149,647
Change+12,450 (+1%)
Value$90.5M (+$3.5M)
Filed 2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,117,660 from 1,134,837
Change-17,177 (-2%)
Value$87.0M (+$1.2M)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares807,663 from 781,052
Change+26,611 (+3%)
Value$62.9M (+$3.8M)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares754,633 from 736,666
Change+17,967 (+2%)
Value$58.7M (+$3.0M)
Filed 2026-10-21
Kestra Investment Management, LLC
INCREASED
Shares685,221 from 656,588
Change+28,633 (+4%)
Value$53.3M (+$3.7M)
Filed 2026-11-04
Cora Capital Advisors LLC
INCREASED
Shares527,514 from 483,912
Change+43,602 (+9%)
Value$41.1M (+$4.5M)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares501,340 from 520,948
Change-19,608 (-4%)
Value$39.0M (-$370.0K)
Filed 2026-10-08
Pettinga Financial Advisors LLC
DECREASED
Shares393,648 from 402,597
Change-8,949 (-2%)
Value$30.6M (+$197.1K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares382,071 from 349,982
Change+32,089 (+9%)
Value$29.7M (+$3.3M)
Filed 2026-11-06
Acropolis Investment Management, LLC
INCREASED
Shares359,850 from 358,709
Change+1,141 (+0%)
Value$28.0M (+$885.2K)
Filed 2026-10-08
LifeGoal Investments, LLC
INCREASED
Shares317,596 from 295,859
Change+21,737 (+7%)
Value$24.7M (+$2.3M)
Filed 2026-10-09
Beirne Wealth Consulting Services, LLC
INCREASED
Shares270,502 from 267,564
Change+2,938 (+1%)
Value$21.1M (+$822.9K)
Filed 2026-10-19
Hixon Zuercher, LLC
NEW
Shares239,401
Change+239,401
Value$18.6M
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares234,075 from 229,518
Change+4,557 (+2%)
Value$18.2M (+$864.3K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
INCREASED
Shares218,606 from 214,927
Change+3,679 (+2%)
Value$17.0M (+$763.6K)
Filed 2026-10-01
Phillips Financial Management, LLC
DECREASED
Shares215,125 from 220,162
Change-5,037 (-2%)
Value$16.7M (+$96.6K)
Filed 2026-10-19
Exchange Traded Concepts, LLC
INCREASED
Shares203,783 from 201,449
Change+2,334 (+1%)
Value$15.9M (+$628.9K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares171,608 from 168,713
Change+2,895 (+2%)
Value$13.4M (+$599.8K)
Filed 2026-11-03
Ddfg, Inc
DECREASED
Shares161,819 from 169,454
Change-7,635 (-5%)
Value$12.6M (-$218.2K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares134,096 from 135,999
Change-1,903 (-1%)
Value$10.4M (+$153.7K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares123,981 from 120,079
Change+3,902 (+3%)
Value$9.7M (+$570.4K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares116,575 from 115,916
Change+659 (+1%)
Value$9.1M (+$308.6K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares99,052 from 101,026
Change-1,974 (-2%)
Value$7.8M (+$116.5K)
Filed 2026-10-13
Nova R Wealth, Inc.
DECREASED
Shares94,892 from 102,452
Change-7,560 (-7%)
Value$7.4M (-$361.1K)
Filed 2026-10-26
RHS Financial, LLC
INCREASED
Shares84,342 from 73,365
Change+10,977 (+15%)
Value$6.6M (+$1.0M)
Filed 2026-10-13
Forte Asset Management LLC
DECREASED
Shares84,251 from 84,473
Change-222 (0%)
Value$6.6M (+$170.3K)
Filed 2026-10-13
ShoreHaven Wealth Partners, LLC
DECREASED
Shares72,041 from 74,892
Change-2,851 (-4%)
Value$5.6M (-$55.7K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares71,789 from 21,311
Change+50,478 (+237%)
Value$5.6M (+$4.0M)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares69,817 from 69,817
Change0 (0%)
Value$5.4M (+$155.0K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares68,656 from 69,330
Change-674 (-1%)
Value$5.3M (+$102.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares64,063 from 65,475
Change-1,412 (-2%)
Value$5.0K (-$4.9M)
Filed 2026-11-02
Family Capital Trust Co
DECREASED
Shares60,565 from 60,660
Change-95 (0%)
Value$4.7M (+$127.3K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares52,529 from 52,399
Change+130 (+0%)
Value$4.2M (+$198.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares52,529 from 52,399
Change+130 (+0%)
Value$4.2M (+$198.9K)
Filed 2026-10-20
RVW Wealth, LLC
UNCHANGED
Shares44,554 from 44,554
Change0 (0%)
Value$3.5M (+$98.9K)
Filed 2026-10-06
Farther Finance Advisors, LLC
DECREASED
Shares40,720 from 52,673
Change-11,953 (-23%)
Value$3.2M (-$813.6K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares40,551 from 39,601
Change+950 (+2%)
Value$3.1M (+$71.9K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares40,168 from 41,279
Change-1,111 (-3%)
Value$3.1M (+$5.2K)
Filed 2026-10-29
Addison Advisors LLC
DECREASED
Shares33,885 from 34,140
Change-255 (-1%)
Value$2.6M (+$55.9K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares28,083 from 28,170
Change-87 (0%)
Value$2.2M (+$55.8K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
DECREASED
Shares27,391 from 27,661
Change-270 (-1%)
Value$2.1M (+$40.4K)
Filed 2026-10-16
GSG Advisors LLC
INCREASED
Shares26,137 from 26,108
Change+29 (+0%)
Value$2.0M (+$60.2K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares25,872 from 21,422
Change+4,450 (+21%)
Value$2.0M (+$394.0K)
Filed 2026-10-29
Market Street Wealth Management Advisors LLC
DECREASED
Shares25,411 from 28,705
Change-3,294 (-11%)
Value$2.0M (-$192.7K)
Filed 2026-10-09
Intelligence Driven Advisers, LLC
INCREASED
Shares22,828 from 22,682
Change+146 (+1%)
Value$1.8M (+$61.7K)
Filed 2026-10-09
Herold Advisors, Inc.
INCREASED
Shares22,570 from 20,506
Change+2,064 (+10%)
Value$1.8M (+$207.1K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares21,297 from 21,006
Change+291 (+1%)
Value$1.7M (+$69.3K)
Filed 2026-11-06
Smith Salley Wealth Management
UNCHANGED
Shares18,832 from 18,832
Change0 (0%)
Value$1.5M (+$41.8K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares18,323 from 18,947
Change-624 (-3%)
Value$1.4M (-$3.0K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares17,914 from 18,822
Change-908 (-5%)
Value$1.4M (-$28.9K)
Filed 2026-11-05
Elevation Capital Advisory, LLC
INCREASED
Shares17,699 from 17,588
Change+111 (+1%)
Value$1.4M (+$47.7K)
Filed 2026-10-29
Planned Solutions, Inc.
INCREASED
Shares17,331 from 16,984
Change+347 (+2%)
Value$1.3M (+$64.7K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares16,811 from 20,872
Change-4,061 (-19%)
Value$1.3M (-$269.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares15,780 from 14,444
Change+1,336 (+9%)
Value$1.2M (+$136.1K)
Filed 2026-10-15
Partners in Financial Planning
DECREASED
Shares15,671 from 18,948
Change-3,277 (-17%)
Value$1.2M (-$213.1K)
Filed 2026-11-06
JGP Wealth Management, LLC
INCREASED
Shares13,908 from 12,714
Change+1,194 (+9%)
Value$1.1M (+$121.2K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
NEW
Shares13,272
Change+13,272
Value$1.0M
Filed 2026-11-05
Sterling Investment Counsel, LLC
UNCHANGED
Shares12,381 from 12,381
Change0 (0%)
Value$963.9K (+$27.5K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares12,140 from 11,912
Change+228 (+2%)
Value$945.1K (+$44.2K)
Filed 2026-11-06
Tranquility Partners, LLC
DECREASED
Shares11,700 from 11,809
Change-109 (-1%)
Value$910.8K (+$17.7K)
Filed 2026-10-20
Kaydan Wealth Management, Inc.
DECREASED
Shares11,666 from 12,063
Change-397 (-3%)
Value$908.2K (-$4.1K)
Filed 2026-10-08
Twelve Points Wealth Management LLC
UNCHANGED
Shares10,467 from 10,467
Change0 (0%)
Value$806.1K (+$14.4K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares10,128 from 10,128
Change0 (0%)
Value$788.5K (+$22.5K)
Filed 2026-11-04
Marino, Stram & Associates LLC
DECREASED
Shares9,927 from 9,960
Change-33 (0%)
Value$772.8K (+$19.6K)
Filed 2026-10-22
RMR Wealth Builders
UNCHANGED
Shares9,193 from 9,193
Change0 (0%)
Value$715.7K (+$20.4K)
Filed 2026-10-22
Frontier Asset Management, LLC
INCREASED
Shares8,654 from 8,161
Change+493 (+6%)
Value$673.8K (+$56.5K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares8,055 from 6,343
Change+1,712 (+27%)
Value$627.1K (+$147.4K)
Filed 2026-10-02
Burton Enright Welch
NEW
Shares7,813
Change+7,813
Value$608.2K
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares7,479 from 2,933
Change+4,546 (+155%)
Value$582.2K (+$360.4K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares7,241 from 7,238
Change+3 (+0%)
Value$563.7K (+$16.3K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
NEW
Shares6,748
Change+6,748
Value$525.3K
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares6,299 from 8,743
Change-2,444 (-28%)
Value$490.4K (-$170.9K)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares6,231 from 6,229
Change+2 (+0%)
Value$485.1K (+$14.0K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares5,301 from 5,298
Change+3 (+0%)
Value$412.7K (+$12.0K)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares5,280 from 5,911
Change-631 (-11%)
Value$411.0K (-$36.0K)
Filed 2026-11-04
Ledyard National Bank
DECREASED
Shares5,189 from 5,304
Change-115 (-2%)
Value$404.0K (+$2.8K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,160 from 5,793
Change-633 (-11%)
Value$401.7K (-$36.4K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
DECREASED
Shares5,116 from 50,029
Change-44,913 (-90%)
Value$398.3K (-$3.4M)
Filed 2026-10-20
Boston Trust Walden Corp
UNCHANGED
Shares5,045 from 5,045
Change0 (0%)
Value$392.8K (+$11.2K)
Filed 2026-10-30
SFE Investment Counsel
UNCHANGED
Shares4,889 from 4,889
Change0 (0%)
Value$380.6K (+$10.9K)
Filed 2026-10-29
Flagship Private Wealth, LLC
INCREASED
Shares4,874 from 4,748
Change+126 (+3%)
Value$379.4K (+$20.3K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares4,776 from 4,737
Change+39 (+1%)
Value$372 (+$14)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares4,753 from 1,575
Change+3,178 (+202%)
Value$370.0K (+$250.9K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares4,649 from 4,166
Change+483 (+12%)
Value$362.0K (+$46.9K)
Filed 2026-10-22
D.A. Davidson & Co.
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$361.9K (+$16.5K)
Filed 2026-10-28
Facet Wealth, Inc.
NEW
Shares4,568
Change+4,568
Value$355.6K
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares4,536 from 4,320
Change+216 (+5%)
Value$353.1K (+$26.4K)
Filed 2026-11-04
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares4,480 from 4,480
Change0 (0%)
Value$348.8K (+$9.9K)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares4,396 from 3,735
Change+661 (+18%)
Value$342.2K (+$59.8K)
Filed 2026-11-06
Anderson Hoagland & Co
UNCHANGED
Shares4,197 from 4,197
Change0 (0%)
Value$327.3K (+$9.9K)
Filed 2026-10-23
L.K. Benson & Company, P.C.
INCREASED
Shares4,134 from 4,130
Change+4 (+0%)
Value$321.8K (+$9.4K)
Filed 2026-10-23
Kanawha Capital Management LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$311.0K (+$8.9K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,994 from 4,010
Change-16 (0%)
Value$310.9K (+$7.6K)
Filed 2026-10-20
Ergawealth Advisors, Inc.
DECREASED
Shares3,878 from 4,097
Change-219 (-5%)
Value$301.9K (-$8.0K)
Filed 2026-10-21
Aprio Wealth Management, LLC
UNCHANGED
Shares3,858 from 3,858
Change0 (0%)
Value$300.3K (+$8.6K)
Filed 2026-10-28
BetterWealth, LLC
UNCHANGED
Shares3,756 from 3,756
Change0 (0%)
Value$292.4K (+$8.3K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares3,747 from 3,747
Change0 (0%)
Value$291.7K (+$8.3K)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
INCREASED
Shares3,415 from 3,414
Change+1 (+0%)
Value$265.9K (+$7.7K)
Filed 2026-11-05
Wright Wealth LLC
UNCHANGED
Shares3,133 from 3,133
Change0 (0%)
Value$243.9K (+$7.0K)
Filed 2026-10-29
One Way Holdings LLC
UNCHANGED
Shares3,124 from 3,124
Change0 (0%)
Value$243.2K (+$6.9K)
Filed 2026-10-29
August Group Capital Ltd
NEW
Shares3,090
Change+3,090
Value$240.6K
Filed 2026-10-14
James T. Borello RIA
UNCHANGED
Shares3,074 from 3,074
Change0 (0%)
Value$239.3K (+$6.8K)
Filed 2026-10-16
Lantern Wealth Advisors, LLC
INCREASED
Shares2,837 from 2,798
Change+39 (+1%)
Value$220.8K (+$9.2K)
Filed 2026-10-22
LexAurum Advisors, LLC
DECREASED
Shares2,766 from 2,926
Change-160 (-5%)
Value$215.3K (-$6.0K)
Filed 2026-10-19
First Security Investment Management, Inc.
INCREASED
Shares2,698 from 2,691
Change+7 (+0%)
Value$210.1K (+$6.5K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares2,693 from 2,688
Change+5 (+0%)
Value$209.7K (+$6.4K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares2,583 from 2,582
Change+1 (+0%)
Value$201.1K (+$5.8K)
Filed 2026-11-03
Clear Investment Research, LLC
NEW
Shares2,571
Change+2,571
Value$200.2K
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares2,202 from 2,197
Change+5 (+0%)
Value$171.5K (+$5.3K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$164.6K (+$4.7K)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$125.7K (+$3.6K)
Filed 2026-11-03
Holos Integrated Wealth LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$125.4K (+$4.3K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$118.9K (+$3.4K)
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$98.0K (+$3.0K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$93.1K (+$2.7K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares900
Change+900
Value$70.1K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$67.7K (+$1.9K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$67.0K (+$1.9K)
Filed 2026-11-02
IAG Wealth Partners, LLC
NEW
Shares833
Change+833
Value$64.8K
Filed 2026-11-06
Ares Financial Consulting, LLC
INCREASED
Shares553 from 551
Change+2 (+0%)
Value$43.0K (+$1.3K)
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$37.1K (+$1.1K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$32.7K (+$932)
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$26.2K (+$746)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$26.1K (+$744)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares323 from 322
Change+1 (+0%)
Value$25.0K (+$25.0K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares322
Change+322
Value$25.1K
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.4K (+$666)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$20.6K (+$586)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$20.3K (+$580)
Filed 2026-11-06
Piscataqua Savings Bank
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$18.3K (+$521)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares215 from 41
Change+174 (+424%)
Value$16.9K (+$13.8K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$16.3K (+$467)
Filed 2026-10-16
Key Capital Management, Inc
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$15.7K (+$449)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$15.0K (+$428)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares168 from 3,535
Change-3,367 (-95%)
Value$13.1K (-$254.3K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$10.4K (+$298)
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$9.8K (+$279)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares58
Change+58
Value$4.5K
Filed 2026-11-05
Realta Investment Advisors
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.1K (+$129)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares23 from 26
Change-3 (-12%)
Value$1.8K (-$175)
Filed 2026-11-03
West Paces Advisors Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$856 (+$24)
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,579
Change-10,579 (-100%)
Value$0 (-$800.1K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 1,972
Change-1,972 (-100%)
Value$0 (-$149.1K)
Filed 2026-10-29
Central Trust Co
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$76.4K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 362
Change-362 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-02
Strategic Financial Services, Inc.
N/A
Shares— from 3,975,040
Change-3,975,040 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,005,418
Change-3,005,418 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,326,510
Change-2,326,510 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,810,836
Change-1,810,836 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 698,956
Change-698,956 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 681,028
Change-681,028 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 673,406
Change-673,406 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 592,041
Change-592,041 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 512,414
Change-512,414 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 466,809
Change-466,809 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 404,298
Change-404,298 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 282,326
Change-282,326 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 243,744
Change-243,744 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 223,031
Change-223,031 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 217,819
Change-217,819 (-100%)
Value—
Obsido Oy
N/A
Shares— from 172,107
Change-172,107 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 168,632
Change-168,632 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 155,171
Change-155,171 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 145,208
Change-145,208 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 140,887
Change-140,887 (-100%)
Value—
FMR LLC
N/A
Shares— from 137,881
Change-137,881 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 130,900
Change-130,900 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 121,145
Change-121,145 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 113,282
Change-113,282 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 92,491
Change-92,491 (-100%)
Value—
EWA, LLC
N/A
Shares— from 91,240
Change-91,240 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 89,411
Change-89,411 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 89,301
Change-89,301 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 89,196
Change-89,196 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 88,300
Change-88,300 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 87,626
Change-87,626 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 75,348
Change-75,348 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 71,199
Change-71,199 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 63,806
Change-63,806 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 52,682
Change-52,682 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 48,653
Change-48,653 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 43,508
Change-43,508 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 38,911
Change-38,911 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 36,134
Change-36,134 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,428
Change-32,428 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 31,705
Change-31,705 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,463
Change-26,463 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,367
Change-25,367 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,198
Change-25,198 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 24,760
Change-24,760 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,811
Change-23,811 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,701
Change-23,701 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,681
Change-22,681 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 22,419
Change-22,419 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 18,036
Change-18,036 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,009
Change-18,009 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,754
Change-16,754 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 15,282
Change-15,282 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,283
Change-12,283 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,719
Change-11,719 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 11,266
Change-11,266 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,890
Change-10,890 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 10,656
Change-10,656 (-100%)
Value—
&partners
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,277
Change-10,277 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,948
Change-7,948 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,907
Change-7,907 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 938
Change-938 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 929
Change-929 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 596
Change-596 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 580
Change-580 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Blair William & Co
N/A
Shares— from 453
Change-453 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 342
Change-342 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 50
Change-50 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Halbert Hargrove Global Advisors, LLC
INCREASED3,662,4353,621,832+40,603+1%$273.9M$285.1M+$11.2M2026-10-16
Annex Advisory Services, LLC
INCREASED3,111,5272,839,647+271,880+10%$214.8M$242.2M+$27.5M2026-10-16
SigFig Wealth Management, LLC
DECREASED2,860,0412,927,890-67,849-2%$220.0M$222.7M+$2.6M2026-10-07
Plancorp, LLC
INCREASED2,193,3032,091,989+101,314+5%$158.7M$168.9M+$10.2M2026-11-03
Clearwater Capital Advisors, LLC
INCREASED1,162,0971,149,647+12,450+1%$86.9M$90.5M+$3.5M2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED1,117,6601,134,837-17,177-2%$85.8M$87.0M+$1.2M2026-11-02
Compound Planning, Inc.
INCREASED807,663781,052+26,611+3%$59.1M$62.9M+$3.8M2026-11-05
Cardinal Point Capital Management ULC
INCREASED754,633736,666+17,967+2%$55.7M$58.7M+$3.0M2026-10-21
Kestra Investment Management, LLC
INCREASED685,221656,588+28,633+4%$49.7M$53.3M+$3.7M2026-11-04
Cora Capital Advisors LLC
INCREASED527,514483,912+43,602+9%$36.6M$41.1M+$4.5M2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED501,340520,948-19,608-4%$39.4M$39.0M-$370.0K2026-10-08
Pettinga Financial Advisors LLC
DECREASED393,648402,597-8,949-2%$30.4M$30.6M+$197.1K2026-10-13
LPL Financial LLC
INCREASED382,071349,982+32,089+9%$26.5M$29.7M+$3.3M2026-11-06
Acropolis Investment Management, LLC
INCREASED359,850358,709+1,141+0%$27.1M$28.0M+$885.2K2026-10-08
LifeGoal Investments, LLC
INCREASED317,596295,859+21,737+7%$22.4M$24.7M+$2.3M2026-10-09
Beirne Wealth Consulting Services, LLC
INCREASED270,502267,564+2,938+1%$20.2M$21.1M+$822.9K2026-10-19
Hixon Zuercher, LLC
NEW239,401—+239,401——$18.6M—2026-10-13
Vise Technologies, Inc.
INCREASED234,075229,518+4,557+2%$17.4M$18.2M+$864.3K2026-10-29
Stonebridge Financial Group, LLC
INCREASED218,606214,927+3,679+2%$16.3M$17.0M+$763.6K2026-10-01
Phillips Financial Management, LLC
DECREASED215,125220,162-5,037-2%$16.7M$16.7M+$96.6K2026-10-19
Exchange Traded Concepts, LLC
INCREASED203,783201,449+2,334+1%$15.2M$15.9M+$628.9K2026-10-28
Parallel Advisors, LLC
INCREASED171,608168,713+2,895+2%$12.8M$13.4M+$599.8K2026-11-03
Ddfg, Inc
DECREASED161,819169,454-7,635-5%$12.8M$12.6M-$218.2K2026-10-15
HB Wealth Management, LLC
DECREASED134,096135,999-1,903-1%$10.3M$10.4M+$153.7K2026-10-23
Commonwealth Equity Services, LLC
INCREASED123,981120,079+3,902+3%$9.1M$9.7M+$570.4K2026-11-02
Citigroup Inc
INCREASED116,575115,916+659+1%$8.8M$9.1M+$308.6K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED99,052101,026-1,974-2%$7.7M$7.8M+$116.5K2026-10-13
Nova R Wealth, Inc.
DECREASED94,892102,452-7,560-7%$7.7M$7.4M-$361.1K2026-10-26
RHS Financial, LLC
INCREASED84,34273,365+10,977+15%$5.5M$6.6M+$1.0M2026-10-13
Forte Asset Management LLC
DECREASED84,25184,473-2220%$6.4M$6.6M+$170.3K2026-10-13
ShoreHaven Wealth Partners, LLC
DECREASED72,04174,892-2,851-4%$5.7M$5.6M-$55.7K2026-10-16
Kestra Advisory Services, LLC
INCREASED71,78921,311+50,478+237%$1.6M$5.6M+$4.0M2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED69,81769,81700%$5.3M$5.4M+$155.0K2026-10-13
StoneX Group Inc.
DECREASED68,65669,330-674-1%$5.2M$5.3M+$102.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED64,06365,475-1,412-2%$5.0M$5.0K-$4.9M2026-11-02
Family Capital Trust Co
DECREASED60,56560,660-950%$4.6M$4.7M+$127.3K2026-10-22
Diversify Advisory Services, LLC
INCREASED52,52952,399+130+0%$4.0M$4.2M+$198.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED52,52952,399+130+0%$4.0M$4.2M+$198.9K2026-10-20
RVW Wealth, LLC
UNCHANGED44,55444,55400%$3.4M$3.5M+$98.9K2026-10-06
Farther Finance Advisors, LLC
DECREASED40,72052,673-11,953-23%$4.0M$3.2M-$813.6K2026-10-08
Allworth Financial LP
INCREASED40,55139,601+950+2%$3.0M$3.1M+$71.9K2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED40,16841,279-1,111-3%$3.1M$3.1M+$5.2K2026-10-29
Addison Advisors LLC
DECREASED33,88534,140-255-1%$2.6M$2.6M+$55.9K2026-11-06
Summit Wealth Group LLC / Co
DECREASED28,08328,170-870%$2.1M$2.2M+$55.8K2026-10-29
BFI Wealth Solutions, LLC
DECREASED27,39127,661-270-1%$2.1M$2.1M+$40.4K2026-10-16
GSG Advisors LLC
INCREASED26,13726,108+29+0%$2.0M$2.0M+$60.2K2026-11-03
XML Financial, LLC
INCREASED25,87221,422+4,450+21%$1.6M$2.0M+$394.0K2026-10-29
Market Street Wealth Management Advisors LLC
DECREASED25,41128,705-3,294-11%$2.2M$2.0M-$192.7K2026-10-09
Intelligence Driven Advisers, LLC
INCREASED22,82822,682+146+1%$1.7M$1.8M+$61.7K2026-10-09
Herold Advisors, Inc.
INCREASED22,57020,506+2,064+10%$1.6M$1.8M+$207.1K2026-10-19
Merit Financial Group, LLC
INCREASED21,29721,006+291+1%$1.6M$1.7M+$69.3K2026-11-06
Smith Salley Wealth Management
UNCHANGED18,83218,83200%$1.4M$1.5M+$41.8K2026-11-03
Thrivent Financial for Lutherans
DECREASED18,32318,947-624-3%$1.4M$1.4M-$3.0K2026-11-05
Moneco Advisors, LLC
DECREASED17,91418,822-908-5%$1.4M$1.4M-$28.9K2026-11-05
Elevation Capital Advisory, LLC
INCREASED17,69917,588+111+1%$1.3M$1.4M+$47.7K2026-10-29
Planned Solutions, Inc.
INCREASED17,33116,984+347+2%$1.3M$1.3M+$64.7K2026-10-19
Creative Planning
DECREASED16,81120,872-4,061-19%$1.6M$1.3M-$269.8K2026-11-02
Atria Investments, Inc
INCREASED15,78014,444+1,336+9%$1.1M$1.2M+$136.1K2026-10-15
Partners in Financial Planning
DECREASED15,67118,948-3,277-17%$1.4M$1.2M-$213.1K2026-11-06
JGP Wealth Management, LLC
INCREASED13,90812,714+1,194+9%$961.5K$1.1M+$121.2K2026-10-13
Clifford Swan Investment Counsel LLC
NEW13,272—+13,272——$1.0M—2026-11-05
Sterling Investment Counsel, LLC
UNCHANGED12,38112,38100%$936.4K$963.9K+$27.5K2026-10-19
Savant Capital, LLC
INCREASED12,14011,912+228+2%$900.9K$945.1K+$44.2K2026-11-06
Tranquility Partners, LLC
DECREASED11,70011,809-109-1%$893.1K$910.8K+$17.7K2026-10-20
Kaydan Wealth Management, Inc.
DECREASED11,66612,063-397-3%$912.3K$908.2K-$4.1K2026-10-08
Twelve Points Wealth Management LLC
UNCHANGED10,46710,46700%$791.6K$806.1K+$14.4K2026-11-03
Quadrant Private Wealth Management, LLC
UNCHANGED10,12810,12800%$766.0K$788.5K+$22.5K2026-11-04
Marino, Stram & Associates LLC
DECREASED9,9279,960-330%$753.3K$772.8K+$19.6K2026-10-22
RMR Wealth Builders
UNCHANGED9,1939,19300%$695.3K$715.7K+$20.4K2026-10-22
Frontier Asset Management, LLC
INCREASED8,6548,161+493+6%$617.2K$673.8K+$56.5K2026-10-28
Versant Capital Management, Inc
INCREASED8,0556,343+1,712+27%$479.7K$627.1K+$147.4K2026-10-02
Burton Enright Welch
NEW7,813—+7,813——$608.2K—2026-11-04
Concurrent Investment Advisors, LLC
INCREASED7,4792,933+4,546+155%$221.8K$582.2K+$360.4K2026-10-16
Parkside Financial Bank & Trust
INCREASED7,2417,238+3+0%$547.4K$563.7K+$16.3K2026-10-27
Daymark Wealth Partners, LLC
NEW6,748—+6,748——$525.3K—2026-11-04
Kohmann Bosshard Financial Services, LLC
DECREASED6,2998,743-2,444-28%$661.2K$490.4K-$170.9K2026-11-04
Retirement Planning Group, LLC
INCREASED6,2316,229+2+0%$471.1K$485.1K+$14.0K2026-10-19
Sowell Financial Services LLC
INCREASED5,3015,298+3+0%$400.7K$412.7K+$12.0K2026-10-23
Csenge Advisory Group
DECREASED5,2805,911-631-11%$447.0K$411.0K-$36.0K2026-11-04
Ledyard National Bank
DECREASED5,1895,304-115-2%$401.1K$404.0K+$2.8K2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED5,1605,793-633-11%$438.1K$401.7K-$36.4K2026-10-07
Physician Wealth Advisors, Inc.
DECREASED5,11650,029-44,913-90%$3.8M$398.3K-$3.4M2026-10-20
Boston Trust Walden Corp
UNCHANGED5,0455,04500%$381.6K$392.8K+$11.2K2026-10-30
SFE Investment Counsel
UNCHANGED4,8894,88900%$369.8K$380.6K+$10.9K2026-10-29
Flagship Private Wealth, LLC
INCREASED4,8744,748+126+3%$359.1K$379.4K+$20.3K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED4,7764,737+39+1%$358$372+$142026-10-27
Assetmark, Inc
INCREASED4,7531,575+3,178+202%$119.1K$370.0K+$250.9K2026-10-21
Strategic Blueprint, LLC
INCREASED4,6494,166+483+12%$315.1K$362.0K+$46.9K2026-10-22
D.A. Davidson & Co.
UNCHANGED4,6494,64900%$345.5K$361.9K+$16.5K2026-10-28
Facet Wealth, Inc.
NEW4,568—+4,568——$355.6K—2026-11-04
AlphaCore Capital LLC
INCREASED4,5364,320+216+5%$326.7K$353.1K+$26.4K2026-11-04
Hurlow Wealth Management Group, Inc.
UNCHANGED4,4804,48000%$338.8K$348.8K+$9.9K2026-10-29
Russell Investments Group, Ltd.
INCREASED4,3963,735+661+18%$282.5K$342.2K+$59.8K2026-11-06
Anderson Hoagland & Co
UNCHANGED4,1974,19700%$317.4K$327.3K+$9.9K2026-10-23
L.K. Benson & Company, P.C.
INCREASED4,1344,130+4+0%$312.4K$321.8K+$9.4K2026-10-23
Kanawha Capital Management LLC
UNCHANGED3,9953,99500%$302.1K$311.0K+$8.9K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED3,9944,010-160%$303.3K$310.9K+$7.6K2026-10-20
Ergawealth Advisors, Inc.
DECREASED3,8784,097-219-5%$309.9K$301.9K-$8.0K2026-10-21
Aprio Wealth Management, LLC
UNCHANGED3,8583,85800%$291.8K$300.3K+$8.6K2026-10-28
BetterWealth, LLC
UNCHANGED3,7563,75600%$284.1K$292.4K+$8.3K2026-10-15
Bryn Mawr Trust Advisors, LLC
UNCHANGED3,7473,74700%$283.4K$291.7K+$8.3K2026-11-04
Endeavor Private Wealth, Inc.
INCREASED3,4153,414+1+0%$258.2K$265.9K+$7.7K2026-11-05
Wright Wealth LLC
UNCHANGED3,1333,13300%$236.9K$243.9K+$7.0K2026-10-29
One Way Holdings LLC
UNCHANGED3,1243,12400%$236.3K$243.2K+$6.9K2026-10-29
August Group Capital Ltd
NEW3,090—+3,090——$240.6K—2026-10-14
James T. Borello RIA
UNCHANGED3,0743,07400%$232.5K$239.3K+$6.8K2026-10-16
Lantern Wealth Advisors, LLC
INCREASED2,8372,798+39+1%$211.6K$220.8K+$9.2K2026-10-22
LexAurum Advisors, LLC
DECREASED2,7662,926-160-5%$221.3K$215.3K-$6.0K2026-10-19
First Security Investment Management, Inc.
INCREASED2,6982,691+7+0%$203.5K$210.1K+$6.5K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED2,6932,688+5+0%$203.3K$209.7K+$6.4K2026-10-22
JFS Wealth Advisors, LLC
INCREASED2,5832,582+1+0%$195.3K$201.1K+$5.8K2026-11-03
Clear Investment Research, LLC
NEW2,571—+2,571——$200.2K—2026-11-06
EverSource Wealth Advisors, LLC
INCREASED2,2022,197+5+0%$166.1K$171.5K+$5.3K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED2,1142,11400%$159.9K$164.6K+$4.7K2026-10-16
Jnba Financial Advisors
UNCHANGED1,6151,61500%$122.1K$125.7K+$3.6K2026-11-03
Holos Integrated Wealth LLC
UNCHANGED1,6001,60000%$121.1K$125.4K+$4.3K2026-10-23
Clearstead Advisors, LLC
UNCHANGED1,5271,52700%$115.5K$118.9K+$3.4K2026-11-06
Avion Wealth
UNCHANGED1,2661,26600%$95.0K$98.0K+$3.0K2026-11-04
Barrett & Company, Inc.
UNCHANGED1,1961,19600%$90.5K$93.1K+$2.7K2026-10-22
Latitude Advisors, LLC
NEW900—+900——$70.1K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED87087000%$65.8K$67.7K+$1.9K2026-10-27
Key FInancial Inc
UNCHANGED86086000%$65.0K$67.0K+$1.9K2026-11-02
IAG Wealth Partners, LLC
NEW833—+833——$64.8K—2026-11-06
Ares Financial Consulting, LLC
INCREASED553551+2+0%$41.7K$43.0K+$1.3K2026-10-19
Creative Financial Designs Inc
UNCHANGED47747700%$36.1K$37.1K+$1.1K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED42042000%$31.8K$32.7K+$9322026-10-15
Triumph Capital Management
UNCHANGED33633600%$25.4K$26.2K+$7462026-10-14
Caldwell Trust Co
UNCHANGED33533500%$25.3K$26.1K+$7442026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED323322+1+0%$24$25.0K+$25.0K2026-11-04
Ascentis Independent Advisors
NEW322—+322——$25.1K—2026-11-03
Private Trust Co NA
UNCHANGED30030000%$22.7K$23.4K+$6662026-10-20
Fifth Third Bancorp
UNCHANGED26426400%$20.0K$20.6K+$5862026-11-05
PNC Financial Services Group, Inc.
UNCHANGED26126100%$19.7K$20.3K+$5802026-11-06
Piscataqua Savings Bank
UNCHANGED23523500%$17.8K$18.3K+$5212026-10-21
Allspring Global Investments Holdings, LLC
INCREASED21541+174+424%$3.1K$16.9K+$13.8K2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED21021000%$15.9K$16.3K+$4672026-10-16
Key Capital Management, Inc
UNCHANGED20220200%$15.3K$15.7K+$4492026-11-03
US Bancorp \de\
UNCHANGED19319300%$14.6K$15.0K+$4282026-11-05
IFP Advisors, Inc
DECREASED1683,535-3,367-95%$267.4K$13.1K-$254.3K2026-10-16
Lanark Financial, Inc.
UNCHANGED13413400%$10.1K$10.4K+$2982026-10-26
Mather Group, Llc.
UNCHANGED12612600%$9.5K$9.8K+$2792026-10-14
Rossby Financial, LCC
NEW58—+58——$4.5K—2026-11-05
Realta Investment Advisors
UNCHANGED535300%$4.0K$4.1K+$1292026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED2326-3-12%$2.0K$1.8K-$1752026-11-03
West Paces Advisors Inc.
UNCHANGED111100%$832$856+$242026-10-13
Axxcess Wealth Management, LLC
CLOSED010,579-10,579-100%$800.1K$0-$800.1K2026-10-21
Tucker Asset Management LLC
CLOSED01,972-1,972-100%$149.1K$0-$149.1K2026-10-29
Central Trust Co
CLOSED01,010-1,010-100%$76.4K$0-$76.4K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0362-362-100%$27.4K$0-$27.4K2026-10-14
International Assets Investment Management, LLC
CLOSED0118-118-100%$8.9K$0-$8.9K2026-11-02
Strategic Financial Services, Inc.
N/A—3,975,040-3,975,040-100%$300.6M———
Wells Fargo & Company
N/A—3,005,418-3,005,418-100%$227.3M———
Tolleson Wealth Management, Inc.
N/A—2,326,510-2,326,510-100%$176.0M———
Modern Wealth Management, LLC
N/A—1,810,836-1,810,836-100%$137.0M———
Envestnet Asset Management Inc
N/A—698,956-698,956-100%$52.9M———
Integrated Wealth Concepts LLC
N/A—681,028-681,028-100%$51.5M———
JPMorgan Chase & Co
N/A—673,406-673,406-100%$50.6M———
Ameriprise Financial Inc
N/A—592,041-592,041-100%$45.1M———
Morgan Stanley
N/A—512,414-512,414-100%$38.8M———
Focus Partners Wealth
N/A—466,809-466,809-100%$35.3M———
Osaic Holdings, Inc.
N/A—404,298-404,298-100%$30.6M———
Northwestern Mutual Wealth Management Co
N/A—282,326-282,326-100%$21.4M———
Bank of America Corp
N/A—243,744-243,744-100%$18.4M———
Foster & Motley Inc
N/A—223,031-223,031-100%$16.9M———
World Investment Advisors
N/A—217,819-217,819-100%$14.4M———
Obsido Oy
N/A—172,107-172,107-100%$13.0M———
HighTower Advisors, LLC
N/A—168,632-168,632-100%$12.8M———
Raymond James Financial Inc
N/A—155,171-155,171-100%$11.7M———
Jones Financial Companies Lllp
N/A—145,208-145,208-100%$10.8M———
Vestmark Advisory Solutions, Inc.
N/A—140,887-140,887-100%$10.7M———
FMR LLC
N/A—137,881-137,881-100%$10.4M———
Two Sigma Investments, LP
N/A—130,900-130,900-100%$9.9M———
Evolve Private Wealth, LLC
N/A—121,145-121,145-100%$9.2M———
Quantinno Capital Management LP
N/A—113,282-113,282-100%$8.6M———
Sterneck Capital Management, LLC
N/A—92,491-92,491-100%$7.0M———
EWA, LLC
N/A—91,240-91,240-100%$6.9M———
KM Capital Management Ltd.
N/A—89,411-89,411-100%$6.8M———
Royal Bank of Canada
N/A—89,301-89,301-100%$6.8M———
AQR Capital Management LLC
N/A—89,196-89,196-100%$6.7M———
AlTi Global, Inc.
N/A—88,300-88,300-100%$6.7M———
Captrust Financial Advisors
N/A—87,626-87,626-100%$6.6M———
Wescott Financial Advisory Group, LLC
N/A—75,348-75,348-100%$5.7M———
Kingsview Wealth Management, LLC
N/A—71,199-71,199-100%$5.4M———
Cerity Partners LLC
N/A—63,806-63,806-100%$4.8M———
Wealthspire Advisors, LLC
N/A—52,682-52,682-100%$4.0M———
Everpar Advisors LLC
N/A—48,653-48,653-100%$3.7M———
Alliancebernstein L.P.
N/A—43,508-43,508-100%$2.9M———
Magnolia Capital Advisors LLC
N/A—38,911-38,911-100%$2.9M———
Hobbs Group Advisors, LLC
N/A—36,134-36,134-100%$2.7M———
UBS Group AG
N/A—32,428-32,428-100%$2.5M———
Maimon Wealth Management Ltd.
N/A—31,705-31,705-100%$2.4M———
NewEdge Advisors, LLC
N/A—26,463-26,463-100%$2.0M———
Silver OAK Securities, Incorporated
N/A—25,367-25,367-100%$1.9M———
Susquehanna International Group, LLP
N/A—25,198-25,198-100%$1.9M———
Hershey Financial Advisers, LLC
N/A—24,760-24,760-100%$1.9M———
Cetera Investment Advisers
N/A—23,811-23,811-100%$1.8M———
Betterment LLC
N/A—23,701-23,701-100%$1.8M———
Stifel Financial Corp
N/A—22,681-22,681-100%$1.7M———
Stokes Family Office, LLC
N/A—22,419-22,419-100%$1.7M———
Qube Research & Technologies Ltd
N/A—18,036-18,036-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—18,009-18,009-100%$1.4M———
Advisory Services Network, LLC
N/A—16,754-16,754-100%$1.3M———
First Foundation Advisors
N/A—15,282-15,282-100%$1.2M———
Private Advisor Group, LLC
N/A—12,283-12,283-100%$928.9K———
IEQ Capital, LLC
N/A—11,719-11,719-100%$886.3K———
Bellwether Advisors, LLC
N/A—11,266-11,266-100%$852.0K———
Foundations Investment Advisors, LLC
N/A—10,890-10,890-100%$823.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—10,860-10,860-100%$821.3K———
Atlas Legacy Advisors, LLC
N/A—10,656-10,656-100%$805.9K———
&partners
N/A—10,400-10,400-100%$786.4K———
Savvy Advisors, Inc.
N/A—10,318-10,318-100%$780.4K———
MML Investors Services, LLC
N/A—10,277-10,277-100%$777.3K———
Equitable Holdings, Inc.
N/A—9,918-9,918-100%$750.1K———
LWM Advisory Services, LLC
N/A—9,595-9,595-100%$725.7K———
O'shaughnessy Asset Management, LLC
N/A—9,014-9,014-100%$681.7K———
Jane Street Group, LLC
N/A—8,460-8,460-100%$639.8K———
Snowden Capital Advisors LLC
N/A—8,056-8,056-100%$609.3K———
Cary Street Partners Financial LLC
N/A—7,948-7,948-100%$601.1K———
Janney Montgomery Scott LLC
N/A—7,907-7,907-100%$598.0K———
CreativeOne Wealth, LLC
N/A—7,293-7,293-100%$551.5K———
Arax Advisory Partners
N/A—6,688-6,688-100%$505.8K———
Waverly Advisors, LLC
N/A—6,478-6,478-100%$489.9K———
Moneta Group Investment Advisors LLC
N/A—6,475-6,475-100%$489.7K———
Nuveen, LLC
N/A—6,213-6,213-100%$469.9K———
MAI Capital Management
N/A—6,117-6,117-100%$462.6K———
Stonebrook Private Inc.
N/A—5,794-5,794-100%$438.2K———
Capital Analysts, LLC
N/A—5,576-5,576-100%$422.0K———
Envestnet Portfolio Solutions, Inc.
N/A—5,328-5,328-100%$403.0K———
Joule Financial, LLC
N/A—5,230-5,230-100%$395.6K———
Steward Partners Investment Advisory, LLC
N/A—4,649-4,649-100%$351.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,387-4,387-100%$331.8K———
TAGStone Capital, Inc.
N/A—4,312-4,312-100%$326.1K———
Aptus Capital Advisors, LLC
N/A—4,140-4,140-100%$313.1K———
BOK Financial Private Wealth, Inc.
N/A—4,056-4,056-100%$306.8K———
Bouchey Financial Group, Ltd.
N/A—3,745-3,745-100%$283.2K———
Baird Financial Group, Inc.
N/A—3,639-3,639-100%$275.2K———
Principal Securities, Inc.
N/A—3,289-3,289-100%$248.7K———
Colonial Trust Advisors
N/A—3,064-3,064-100%$231.8K———
Western Wealth Management, LLC
N/A—3,058-3,058-100%$231.3K———
Vanguard Personalized Indexing Management, LLC
N/A—2,869-2,869-100%$217.0K———
Mercer Global Advisors Inc
N/A—2,830-2,830-100%$214.0K———
Tower Research Capital LLC (TRC)
N/A—2,827-2,827-100%$213.8K———
IHT Wealth Management, LLC
N/A—2,746-2,746-100%$207.7K———
Keebeck Wealth Management
N/A—2,739-2,739-100%$207.2K———
BlackRock, Inc.
N/A—2,699-2,699-100%$204.1K———
AE Wealth Management LLC
N/A—2,584-2,584-100%$195.4K———
Morse Asset Management, Inc
N/A—2,250-2,250-100%$170.2K———
Rockefeller Capital Management L.P.
N/A—1,898-1,898-100%$143.6K———
Geneos Wealth Management Inc.
N/A—1,460-1,460-100%$110.4K———
Vanguard Advisers Inc
N/A—938-938-100%$71.0K———
MidFirst Bank
N/A—929-929-100%$70.3K———
Integrity Financial Corp
N/A—596-596-100%$45.1K———
Bellevue Asset Management, LLC
N/A—584-584-100%$44.2K———
Avalon Trust Co
N/A—580-580-100%$43.9K———
UBS Asset Management Americas LLC
N/A—550-550-100%$41.6K———
Blair William & Co
N/A—453-453-100%$34.3K———
Brown Brothers Harriman & Co
N/A—342-342-100%$25.9K———
Rialto Wealth Management, LLC
N/A—325-325-100%$24.6K———
Smartleaf Asset Management LLC
N/A—323-323-100%$24.3K———
JDM Financial Group LLC
N/A—289-289-100%$21.9K———
Hantz Financial Services, Inc.
N/A—150-150-100%$11———
Nova Wealth Management, Inc.
N/A—135-135-100%$10.2K———
Bank of Montreal
N/A—50-50-100%$3.8K———
Cheviot Value Management, LLC
N/A—40-40-100%$3.0K———
Continuum Advisory, LLC
N/A—24-24-100%$1.8K———
BNP Paribas Financial Markets
N/A—15-15-100%$1.1K———
Showing 266 of 266 institutions