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Ishares US Smallcap Equity F (SMLF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,868,171 from 1,593,475
Change+274,696 (+17%)
Value$156.1M (+$14.1M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares1,334,783 from 1,280,840
Change+53,943 (+4%)
Value$111.5M (-$2.6M)
Filed 2026-11-06
Acropolis Investment Management, LLC
DECREASED
Shares980,722 from 982,634
Change-1,912 (0%)
Value$81.9M (-$5.6M)
Filed 2026-10-08
Annex Advisory Services, LLC
INCREASED
Shares702,146 from 625,277
Change+76,869 (+12%)
Value$58.7M (+$2.9M)
Filed 2026-10-16
Vantagepoint Investment Advisers LLC
DECREASED
Shares644,804 from 667,125
Change-22,321 (-3%)
Value$53.9M (-$5.6M)
Filed 2026-10-26
Cornerstone Planning Group LLC
INCREASED
Shares493,412 from 481,038
Change+12,374 (+3%)
Value$42.1M (+$483.4K)
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares477,122 from 474,926
Change+2,196 (+0%)
Value$39.9M (-$2.5M)
Filed 2026-10-23
Clearwater Capital Advisors, LLC
DECREASED
Shares473,700 from 474,741
Change-1,041 (0%)
Value$39.6M (-$2.7M)
Filed 2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED
Shares419,817 from 430,738
Change-10,921 (-3%)
Value$35.1M (-$3.3M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares404,230 from 394,968
Change+9,262 (+2%)
Value$33.8K (-$35.2M)
Filed 2026-11-02
Pacific Center for Financial Services
INCREASED
Shares378,857 from 378,802
Change+55 (+0%)
Value$31.7M (-$2.1M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares315,327 from 357,412
Change-42,085 (-12%)
Value$26.3M (-$5.5M)
Filed 2026-11-02
Fox Financial, Inc
DECREASED
Shares274,455 from 281,234
Change-6,779 (-2%)
Value$22.9M (-$2.1M)
Filed 2026-10-29
Reston Wealth Management LLC
DECREASED
Shares258,441 from 264,869
Change-6,428 (-2%)
Value$21.6M (-$2.0M)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares257,974 from 259,831
Change-1,857 (-1%)
Value$21.6M (-$1.6M)
Filed 2026-10-29
YHB Investment Advisors, Inc.
INCREASED
Shares229,923 from 222,217
Change+7,706 (+3%)
Value$19.2M (-$596.1K)
Filed 2026-10-08
Family Office Research LLC
INCREASED
Shares205,977 from 205,028
Change+949 (+0%)
Value$17.2M (-$1.1M)
Filed 2026-10-14
Sound Income Strategies, LLC
NEW
Shares183,849
Change+183,849
Value$15.6M
Filed 2026-10-09
PTM Wealth Management, LLC
INCREASED
Shares165,021 from 160,957
Change+4,064 (+3%)
Value$14.1M (+$312.8K)
Filed 2026-10-23
Weil Company, Inc.
INCREASED
Shares137,431 from 121,747
Change+15,684 (+13%)
Value$11.5M (+$631.2K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares130,731 from 104,888
Change+25,843 (+25%)
Value$10.9K (-$9.3M)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED
Shares128,282 from 93,331
Change+34,951 (+37%)
Value$10.7M (+$2.4M)
Filed 2026-10-14
Denver PWM, LLC
INCREASED
Shares113,867 from 106,982
Change+6,885 (+6%)
Value$9.5M (-$181.1K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
DECREASED
Shares109,627 from 137,682
Change-28,055 (-20%)
Value$9.2M (-$3.1M)
Filed 2026-10-28
Wingate Wealth Advisors, Inc.
INCREASED
Shares109,493 from 107,883
Change+1,610 (+1%)
Value$9.1M (-$467.4K)
Filed 2026-10-26
Schmidt P J Investment Management Inc
INCREASED
Shares107,936 from 96,529
Change+11,407 (+12%)
Value$9.0M (+$414.5K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares107,389 from 107,021
Change+368 (+0%)
Value$9.0M (-$566.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares99,221 from 92,679
Change+6,542 (+7%)
Value$8.3M (+$29.5K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares94,299 from 114,523
Change-20,224 (-18%)
Value$7.9M (-$2.3M)
Filed 2026-10-07
Ddfg, Inc
INCREASED
Shares88,394 from 86,310
Change+2,084 (+2%)
Value$7.4M (-$307.5K)
Filed 2026-10-15
Cora Capital Advisors LLC
DECREASED
Shares87,940 from 88,710
Change-770 (-1%)
Value$7.3M (-$559.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares87,715 from 87,399
Change+316 (+0%)
Value$7.3M (-$461.3K)
Filed 2026-10-21
FMA Wealth Management, LLC
INCREASED
Shares74,269 from 74,125
Change+144 (+0%)
Value$6.2M (-$401.6K)
Filed 2026-10-21
GEM Asset Management, LLC
DECREASED
Shares69,723 from 71,512
Change-1,789 (-2%)
Value$5.8M (-$548.5K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares68,468 from 62,803
Change+5,665 (+9%)
Value$5.7M (+$122.9K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares65,813 from 5,456
Change+60,357 (+1106%)
Value$5.5M (+$5.0M)
Filed 2026-10-01
Diversify Wealth Management, LLC
INCREASED
Shares64,842 from 24,306
Change+40,536 (+167%)
Value$5.5M (+$3.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares64,842 from 24,306
Change+40,536 (+167%)
Value$5.5M (+$3.4M)
Filed 2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED
Shares60,818 from 60,302
Change+516 (+1%)
Value$5.1M (-$293.3K)
Filed 2026-10-19
Santori & Peters, Inc.
INCREASED
Shares58,854 from 57,096
Change+1,758 (+3%)
Value$4.9M (-$171.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares56,683 from 59,407
Change-2,724 (-5%)
Value$4.7M (-$559.1K)
Filed 2026-10-08
Live Oak Investment Partners
DECREASED
Shares56,678 from 57,051
Change-373 (-1%)
Value$4.7M (-$349.5K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares54,505 from 76,833
Change-22,328 (-29%)
Value$4.6M (-$2.3M)
Filed 2026-10-28
Premier Path Wealth Partners, LLC
INCREASED
Shares52,020 from 38,133
Change+13,887 (+36%)
Value$4.3M (+$947.6K)
Filed 2026-10-16
Williams Financial, LLC
INCREASED
Shares51,458 from 50,761
Change+697 (+1%)
Value$4.3M (-$225.0K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares51,312 from 48,174
Change+3,138 (+7%)
Value$4.3M (-$6.6K)
Filed 2026-10-13
Novem Group
INCREASED
Shares47,785 from 46,922
Change+863 (+2%)
Value$4.0M (-$189.7K)
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares47,575 from 47,581
Change-6 (0%)
Value$4.0M (-$266.0K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares42,482 from 4,323
Change+38,159 (+883%)
Value$3.6M (+$3.2M)
Filed 2026-11-05
Ascent Wealth Partners, LLC
DECREASED
Shares41,275 from 41,359
Change-84 (0%)
Value$3.4M (-$237.8K)
Filed 2026-10-23
Flagship Private Wealth, LLC
DECREASED
Shares34,762 from 46,696
Change-11,934 (-26%)
Value$2.9M (-$1.3M)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares34,143 from 36,633
Change-2,490 (-7%)
Value$2.9M (-$412.5K)
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares33,794 from 33,709
Change+85 (+0%)
Value$2.8M (-$181.5K)
Filed 2026-10-23
Phillips Financial Management, LLC
INCREASED
Shares33,541 from 33,526
Change+15 (+0%)
Value$2.8M (-$185.8K)
Filed 2026-10-19
Addison Advisors LLC
DECREASED
Shares32,080 from 33,862
Change-1,782 (-5%)
Value$2.7M (-$337.9K)
Filed 2026-11-06
MY Wealth Management Inc.
DECREASED
Shares31,385 from 32,074
Change-689 (-2%)
Value$2.6M (-$236.6K)
Filed 2026-10-21
Elevate Capital Advisors, LLC
INCREASED
Shares30,674 from 28,803
Change+1,871 (+7%)
Value$2.6M (-$4.4K)
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares29,500 from 29,500
Change0 (0%)
Value$2.5M (-$164.6K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
DECREASED
Shares27,883 from 27,902
Change-19 (0%)
Value$2.3M (-$157.3K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares26,421 from 24,693
Change+1,728 (+7%)
Value$2.2M (+$6.6K)
Filed 2026-10-16
Guidance Capital, Inc
INCREASED
Shares25,213 from 24,222
Change+991 (+4%)
Value$2.2M (+$49.9K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares23,206 from 22,147
Change+1,059 (+5%)
Value$1.9M (-$35.0K)
Filed 2026-11-05
Westover Capital Advisors, LLC
INCREASED
Shares22,210 from 19,840
Change+2,370 (+12%)
Value$1.9M (+$87.3K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares21,675 from 18,104
Change+3,571 (+20%)
Value$1.8M (+$197.4K)
Filed 2026-11-05
Wedmont Private Capital
UNCHANGED
Shares21,170 from 21,170
Change0 (0%)
Value$1.8M (-$58.2K)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares20,148 from 20,727
Change-579 (-3%)
Value$1.7M (-$164.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares19,559 from 21,787
Change-2,228 (-10%)
Value$1.7M (-$248.8K)
Filed 2026-10-13
Redwood Financial Network Corp
INCREASED
Shares16,793 from 15,237
Change+1,556 (+10%)
Value$1.4M (+$44.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares15,683 from 16,676
Change-993 (-6%)
Value$1.3M (-$176.0K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares15,490 from 13,708
Change+1,782 (+13%)
Value$1.3M (+$72.4K)
Filed 2026-10-29
Planning Strategies Inc.
DECREASED
Shares14,655 from 14,720
Change-65 (0%)
Value$1.2M (-$87.6K)
Filed 2026-10-02
Plancorp, LLC
INCREASED
Shares13,991 from 13,369
Change+622 (+5%)
Value$1.2M (+$34.2K)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares13,449 from 12,267
Change+1,182 (+10%)
Value$1.1M (+$30.3K)
Filed 2026-10-28
Cassilly Financial Group LLC
INCREASED
Shares12,275 from 11,893
Change+382 (+3%)
Value$1.0M (-$34.5K)
Filed 2026-10-07
Landmark Wealth Management, Inc.
UNCHANGED
Shares12,020 from 12,020
Change0 (0%)
Value$1.0M (-$67.1K)
Filed 2026-11-04
Hibernia Wealth Partners, LLC
INCREASED
Shares11,882 from 11,794
Change+88 (+1%)
Value$992.9K (-$58.4K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares11,239 from 3,442
Change+7,797 (+227%)
Value$939.1K (+$632.3K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
DECREASED
Shares11,005 from 18,554
Change-7,549 (-41%)
Value$919.6K (-$734.3K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares10,983 from 10,893
Change+90 (+1%)
Value$917.7K (-$53.3K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares10,858 from 8,119
Change+2,739 (+34%)
Value$907.2K (+$183.5K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares10,704 from 10,799
Change-95 (-1%)
Value$894.4K (-$68.2K)
Filed 2026-11-06
RHS Financial, LLC
DECREASED
Shares10,560 from 11,179
Change-619 (-6%)
Value$882.4K (-$114.1K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares9,999
Change+9,999
Value$835.5K
Filed 2026-11-03
Daymark Wealth Partners, LLC
NEW
Shares9,972
Change+9,972
Value$833.3K
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares9,813 from 10,055
Change-242 (-2%)
Value$820 (-$76)
Filed 2026-10-27
Thayer Financial, L.L.C.
DECREASED
Shares9,748 from 10,292
Change-544 (-5%)
Value$820.9K (-$96.6K)
Filed 2026-10-21
Washington Trust Co
DECREASED
Shares9,642 from 9,989
Change-347 (-3%)
Value$805.7K (-$84.7K)
Filed 2026-10-22
BAM Wealth Management, LLC
INCREASED
Shares9,607 from 9,522
Change+85 (+1%)
Value$802.8K (-$46.0K)
Filed 2026-10-15
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares9,273 from 7,573
Change+1,700 (+22%)
Value$774.9K (+$99.8K)
Filed 2026-10-15
Selby Wealth Management, LLC
INCREASED
Shares8,458 from 3,653
Change+4,805 (+132%)
Value$706.7K (+$381.1K)
Filed 2026-10-16
LifeGoal Investments, LLC
DECREASED
Shares7,956 from 8,110
Change-154 (-2%)
Value$664.8K (-$58.1K)
Filed 2026-10-09
Kendall Capital Management
INCREASED
Shares7,770 from 5,164
Change+2,606 (+50%)
Value$649.3K (+$189.0K)
Filed 2026-10-23
BKM Wealth Management, LLC
DECREASED
Shares7,483 from 8,399
Change-916 (-11%)
Value$625.3K (-$123.4K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares7,081 from 7,933
Change-852 (-11%)
Value$548.2K (-$159.0K)
Filed 2026-10-23
Berkeley, Inc
NEW
Shares6,796
Change+6,796
Value$567.9K
Filed 2026-10-20
Destiny Wealth Partners, LLC
UNCHANGED
Shares5,872 from 5,872
Change0 (0%)
Value$502.3K (-$4.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares5,618 from 5,617
Change+1 (+0%)
Value$469.4K (-$31.3K)
Filed 2026-10-23
Capital Square, LLC
INCREASED
Shares5,515 from 4,886
Change+629 (+13%)
Value$460.9K (+$33.1K)
Filed 2026-10-19
Ergawealth Advisors, Inc.
INCREASED
Shares5,412 from 5,261
Change+151 (+3%)
Value$452.2K (-$16.7K)
Filed 2026-10-21
SteelPeak Wealth, LLC
NEW
Shares5,177
Change+5,177
Value$432.6K
Filed 2026-10-16
Lewis Asset Management, LLC
INCREASED
Shares5,165 from 4,897
Change+268 (+5%)
Value$431.6K (-$4.9K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares5,160 from 3,352
Change+1,808 (+54%)
Value$431.2K (+$132.4K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,134 from 5,323
Change-189 (-4%)
Value$429.0K (-$45.5K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares5,047 from 5,150
Change-103 (-2%)
Value$421.7K (-$37.4K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
UNCHANGED
Shares4,490 from 4,490
Change0 (0%)
Value$375 (-$399.6K)
Filed 2026-10-20
JGP Wealth Management, LLC
INCREASED
Shares4,331 from 3,626
Change+705 (+19%)
Value$361.9K (+$38.7K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares4,277 from 4,277
Change0 (0%)
Value$357.4K (-$23.9K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
DECREASED
Shares4,179 from 4,317
Change-138 (-3%)
Value$349.2K (-$35.5K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares3,963 from 4,317
Change-354 (-8%)
Value$331.1K (-$53.8K)
Filed 2026-10-28
SeaBridge Investment Advisors LLC
NEW
Shares3,937
Change+3,937
Value$329.0K
Filed 2026-11-02
Ballast Rock Private Wealth LLC
UNCHANGED
Shares3,772 from 3,772
Change0 (0%)
Value$315.2K (-$21.0K)
Filed 2026-10-26
Tranquility Partners, LLC
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$311.6K (-$20.8K)
Filed 2026-10-20
RMR Wealth Builders
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$309.6K (-$20.7K)
Filed 2026-10-22
Focused Alpha, LLC
INCREASED
Shares3,616 from 2,461
Change+1,155 (+47%)
Value$302.2K (+$82.8K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares3,614 from 3,613
Change+1 (+0%)
Value$302.0K (-$20.1K)
Filed 2026-11-05
Wealth Preservation Advisors, LLC
NEW
Shares3,532
Change+3,532
Value$295.1K
Filed 2026-11-05
KDK Private Wealth Management, LLC
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$292.7K (-$19.5K)
Filed 2026-11-03
Helium Advisors LLC
INCREASED
Shares3,147 from 2,282
Change+865 (+38%)
Value$263.0K (+$59.6K)
Filed 2026-10-23
Journey Advisory Group, LLC
DECREASED
Shares3,111 from 3,158
Change-47 (-1%)
Value$260.0K (-$21.5K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares3,029 from 2,503
Change+526 (+21%)
Value$253.1K (+$29.9K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares2,775 from 2,769
Change+6 (+0%)
Value$231.9K (-$15.0K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares2,716 from 2,685
Change+31 (+1%)
Value$227.0K (-$12.4K)
Filed 2026-10-15
Western Financial Corp
DECREASED
Shares2,572 from 2,787
Change-215 (-8%)
Value$215.0K (-$33.5K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares2,426 from 2,390
Change+36 (+2%)
Value$202.7K (-$10.3K)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares1,543 from 1,542
Change+1 (+0%)
Value$128.9K (-$8.5K)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,469 from 1,466
Change+3 (+0%)
Value$122.8K (-$7.9K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares1,360 from 1,253
Change+107 (+9%)
Value$113.6K (+$2.0K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares1,205
Change+1,205
Value$100.7K
Filed 2026-10-21
Central Trust Co
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$92.2K (-$6.2K)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares1,035
Change+1,035
Value$86.5K
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$86.5K (-$5.8K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares983 from 82
Change+901 (+1099%)
Value$82.1K (+$74.8K)
Filed 2026-11-06
SYM Financial Corp
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$68.1K (-$4.5K)
Filed 2026-10-26
Monetary Solutions, Ltd
NEW
Shares795
Change+795
Value$66.4K
Filed 2026-10-22
Polaris Financial Partners
NEW
Shares616
Change+616
Value$84
Filed 2026-10-02
Buck Wealth Strategies, LLC
INCREASED
Shares565 from 338
Change+227 (+67%)
Value$47.2K (+$17.1K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$47.9K ($0)
Filed 2026-11-06
Mosley Wealth Management
DECREASED
Shares535 from 563
Change-28 (-5%)
Value$45.3K (-$4.8K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares520 from 519
Change+1 (+0%)
Value$43.5K (-$2.8K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares450 from 72
Change+378 (+525%)
Value$37.6K (+$31.2K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares390 from 242
Change+148 (+61%)
Value$32.6K (+$11.0K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares375 from 357
Change+18 (+5%)
Value$31.3K (-$495)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares359 from 209
Change+150 (+72%)
Value$30.0K (+$11.3K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares307 from 48
Change+259 (+540%)
Value$25.7K (+$21.4K)
Filed 2026-11-04
Pittenger & Anderson Inc
DECREASED
Shares212 from 255
Change-43 (-17%)
Value$17.7K (-$5.0K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$16.8K (-$1.1K)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.7K (-$1.1K)
Filed 2026-10-02
Wolff Wiese Magana LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$15.0K (-$1.0K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares172 from 1,018
Change-846 (-83%)
Value$14.4K (-$76.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
NEW
Shares123
Change+123
Value$10.3K
Filed 2026-11-06
Concord Wealth Partners
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$10.2K (-$681)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.0K (-$669)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$8.6K (-$574)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares95 from 96
Change-1 (-1%)
Value$7.9K (-$619)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$7.4K (-$474)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$7.0K (-$450)
Filed 2026-10-26
Barrett & Company, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.0K (-$402)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares59
Change+59
Value$4.9K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.8K (-$318)
Filed 2026-10-16
Nfsg Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.2K (-$279)
Filed 2026-10-15
Costello Asset Management, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.4K (-$219)
Filed 2026-10-30
First Command Advisory Services, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.2K (-$212)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.0K (-$201)
Filed 2026-10-06
Citigroup Inc
INCREASED
Shares18 from 4
Change+14 (+350%)
Value$1.5K (+$1.1K)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (-$81)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
NEW
Shares8
Change+8
Value$668
Filed 2026-10-30
Frontier Asset Management, LLC
CLOSED
Shares0 from 23,893
Change-23,893 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 12,040
Change-12,040 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Citizens Financial Group Inc
CLOSED
Shares0 from 11,516
Change-11,516 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 6,058
Change-6,058 (-100%)
Value$0 (-$540.0K)
Filed 2026-10-08
ProVise Management Group, LLC
CLOSED
Shares0 from 3,931
Change-3,931 (-100%)
Value$0 (-$350.4K)
Filed 2026-11-06
Fortitude Advisory Group L.L.C.
CLOSED
Shares0 from 3,104
Change-3,104 (-100%)
Value$0 (-$276.7K)
Filed 2026-10-15
Wedbush Securities Inc
CLOSED
Shares0 from 2,331
Change-2,331 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
CLOSED
Shares0 from 2,265
Change-2,265 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-05
S.A. Mason LLC
CLOSED
Shares0 from 1,165
Change-1,165 (-100%)
Value$0 (-$103.8K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$58.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-15
Russell Investments Group, Ltd.
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-04
Strategic Financial Services, Inc.
N/A
Shares— from 3,777,784
Change-3,777,784 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,244,719
Change-3,244,719 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,047,559
Change-3,047,559 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,175,644
Change-2,175,644 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,476,512
Change-1,476,512 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,428,258
Change-1,428,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 832,049
Change-832,049 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 809,068
Change-809,068 (-100%)
Value—
FMR LLC
N/A
Shares— from 720,940
Change-720,940 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 645,667
Change-645,667 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 488,894
Change-488,894 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 481,475
Change-481,475 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 464,450
Change-464,450 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 413,988
Change-413,988 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 395,557
Change-395,557 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 319,045
Change-319,045 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 315,394
Change-315,394 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 294,229
Change-294,229 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 291,939
Change-291,939 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 277,468
Change-277,468 (-100%)
Value—
UBS Group AG
N/A
Shares— from 222,938
Change-222,938 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 202,079
Change-202,079 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 197,730
Change-197,730 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 187,571
Change-187,571 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 180,426
Change-180,426 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 165,459
Change-165,459 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 154,566
Change-154,566 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 152,433
Change-152,433 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 150,295
Change-150,295 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 150,187
Change-150,187 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 148,407
Change-148,407 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 147,559
Change-147,559 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 136,088
Change-136,088 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 126,394
Change-126,394 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 125,857
Change-125,857 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 116,659
Change-116,659 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 106,216
Change-106,216 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 102,093
Change-102,093 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 89,234
Change-89,234 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 76,347
Change-76,347 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 75,838
Change-75,838 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 74,843
Change-74,843 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 74,648
Change-74,648 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 70,410
Change-70,410 (-100%)
Value—
&partners
N/A
Shares— from 65,269
Change-65,269 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 63,104
Change-63,104 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 60,239
Change-60,239 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 59,595
Change-59,595 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 58,686
Change-58,686 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 54,975
Change-54,975 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 51,604
Change-51,604 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 49,288
Change-49,288 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,421
Change-43,421 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 38,461
Change-38,461 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 28,852
Change-28,852 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,244
Change-27,244 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 25,588
Change-25,588 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 24,056
Change-24,056 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 22,701
Change-22,701 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,292
Change-22,292 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 21,729
Change-21,729 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 21,700
Change-21,700 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 20,319
Change-20,319 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 20,039
Change-20,039 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 19,888
Change-19,888 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,792
Change-16,792 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,687
Change-14,687 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,432
Change-9,432 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 9,279
Change-9,279 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 8,953
Change-8,953 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Blair William & Co
N/A
Shares— from 844
Change-844 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 657
Change-657 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 647
Change-647 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 550
Change-550 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 485
Change-485 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 429
Change-429 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 426
Change-426 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 185
Change-185 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 59
Change-59 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,868,1711,593,475+274,696+17%$142.0M$156.1M+$14.1M2026-11-06
Valmark Advisers, Inc.
INCREASED1,334,7831,280,840+53,943+4%$114.2M$111.5M-$2.6M2026-11-06
Acropolis Investment Management, LLC
DECREASED980,722982,634-1,9120%$87.6M$81.9M-$5.6M2026-10-08
Annex Advisory Services, LLC
INCREASED702,146625,277+76,869+12%$55.7M$58.7M+$2.9M2026-10-16
Vantagepoint Investment Advisers LLC
DECREASED644,804667,125-22,321-3%$59.5M$53.9M-$5.6M2026-10-26
Cornerstone Planning Group LLC
INCREASED493,412481,038+12,374+3%$41.6M$42.1M+$483.4K2026-10-16
Financial Management Professionals, Inc.
INCREASED477,122474,926+2,196+0%$42.3M$39.9M-$2.5M2026-10-23
Clearwater Capital Advisors, LLC
DECREASED473,700474,741-1,0410%$42.3M$39.6M-$2.7M2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED419,817430,738-10,921-3%$38.4M$35.1M-$3.3M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED404,230394,968+9,262+2%$35.2M$33.8K-$35.2M2026-11-02
Pacific Center for Financial Services
INCREASED378,857378,802+55+0%$33.8M$31.7M-$2.1M2026-10-15
Commonwealth Equity Services, LLC
DECREASED315,327357,412-42,085-12%$31.9M$26.3M-$5.5M2026-11-02
Fox Financial, Inc
DECREASED274,455281,234-6,779-2%$25.1M$22.9M-$2.1M2026-10-29
Reston Wealth Management LLC
DECREASED258,441264,869-6,428-2%$23.6M$21.6M-$2.0M2026-10-29
Integrity Alliance, Llc.
DECREASED257,974259,831-1,857-1%$23.2M$21.6M-$1.6M2026-10-29
YHB Investment Advisors, Inc.
INCREASED229,923222,217+7,706+3%$19.8M$19.2M-$596.1K2026-10-08
Family Office Research LLC
INCREASED205,977205,028+949+0%$18.3M$17.2M-$1.1M2026-10-14
Sound Income Strategies, LLC
NEW183,849—+183,849——$15.6M—2026-10-09
PTM Wealth Management, LLC
INCREASED165,021160,957+4,064+3%$13.8M$14.1M+$312.8K2026-10-23
Weil Company, Inc.
INCREASED137,431121,747+15,684+13%$10.9M$11.5M+$631.2K2026-10-14
Park Avenue Securities LLC
INCREASED130,731104,888+25,843+25%$9.4M$10.9K-$9.3M2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED128,28293,331+34,951+37%$8.3M$10.7M+$2.4M2026-10-14
Denver PWM, LLC
INCREASED113,867106,982+6,885+6%$9.7M$9.5M-$181.1K2026-10-22
Exchange Traded Concepts, LLC
DECREASED109,627137,682-28,055-20%$12.3M$9.2M-$3.1M2026-10-28
Wingate Wealth Advisors, Inc.
INCREASED109,493107,883+1,610+1%$9.6M$9.1M-$467.4K2026-10-26
Schmidt P J Investment Management Inc
INCREASED107,93696,529+11,407+12%$8.6M$9.0M+$414.5K2026-11-02
Truist Financial Corp
INCREASED107,389107,021+368+0%$9.5M$9.0M-$566.5K2026-10-30
Kestra Advisory Services, LLC
INCREASED99,22192,679+6,542+7%$8.3M$8.3M+$29.5K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED94,299114,523-20,224-18%$10.2M$7.9M-$2.3M2026-10-07
Ddfg, Inc
INCREASED88,39486,310+2,084+2%$7.7M$7.4M-$307.5K2026-10-15
Cora Capital Advisors LLC
DECREASED87,94088,710-770-1%$7.9M$7.3M-$559.3K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED87,71587,399+316+0%$7.8M$7.3M-$461.3K2026-10-21
FMA Wealth Management, LLC
INCREASED74,26974,125+144+0%$6.6M$6.2M-$401.6K2026-10-21
GEM Asset Management, LLC
DECREASED69,72371,512-1,789-2%$6.4M$5.8M-$548.5K2026-10-13
Perigon Wealth Management, LLC
INCREASED68,46862,803+5,665+9%$5.6M$5.7M+$122.9K2026-10-22
Stonebridge Financial Group, LLC
INCREASED65,8135,456+60,357+1106%$486.3K$5.5M+$5.0M2026-10-01
Diversify Wealth Management, LLC
INCREASED64,84224,306+40,536+167%$2.1M$5.5M+$3.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED64,84224,306+40,536+167%$2.1M$5.5M+$3.4M2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED60,81860,302+516+1%$5.4M$5.1M-$293.3K2026-10-19
Santori & Peters, Inc.
INCREASED58,85457,096+1,758+3%$5.1M$4.9M-$171.8K2026-10-26
Farther Finance Advisors, LLC
DECREASED56,68359,407-2,724-5%$5.3M$4.7M-$559.1K2026-10-08
Live Oak Investment Partners
DECREASED56,67857,051-373-1%$5.1M$4.7M-$349.5K2026-10-23
D.A. Davidson & Co.
DECREASED54,50576,833-22,328-29%$6.8M$4.6M-$2.3M2026-10-28
Premier Path Wealth Partners, LLC
INCREASED52,02038,133+13,887+36%$3.4M$4.3M+$947.6K2026-10-16
Williams Financial, LLC
INCREASED51,45850,761+697+1%$4.5M$4.3M-$225.0K2026-10-19
Signal Advisors Wealth, LLC
INCREASED51,31248,174+3,138+7%$4.3M$4.3M-$6.6K2026-10-13
Novem Group
INCREASED47,78546,922+863+2%$4.2M$4.0M-$189.7K2026-10-19
Apollon Financial, LLC
DECREASED47,57547,581-60%$4.2M$4.0M-$266.0K2026-10-23
Thrivent Financial for Lutherans
INCREASED42,4824,323+38,159+883%$385.0K$3.6M+$3.2M2026-11-05
Ascent Wealth Partners, LLC
DECREASED41,27541,359-840%$3.7M$3.4M-$237.8K2026-10-23
Flagship Private Wealth, LLC
DECREASED34,76246,696-11,934-26%$4.2M$2.9M-$1.3M2026-11-05
Parkside Financial Bank & Trust
DECREASED34,14336,633-2,490-7%$3.3M$2.9M-$412.5K2026-10-27
Harbor Asset Planning, Inc.
INCREASED33,79433,709+85+0%$3.0M$2.8M-$181.5K2026-10-23
Phillips Financial Management, LLC
INCREASED33,54133,526+15+0%$3.0M$2.8M-$185.8K2026-10-19
Addison Advisors LLC
DECREASED32,08033,862-1,782-5%$3.0M$2.7M-$337.9K2026-11-06
MY Wealth Management Inc.
DECREASED31,38532,074-689-2%$2.9M$2.6M-$236.6K2026-10-21
Elevate Capital Advisors, LLC
INCREASED30,67428,803+1,871+7%$2.6M$2.6M-$4.4K2026-11-02
Montag A & Associates Inc
UNCHANGED29,50029,50000%$2.6M$2.5M-$164.6K2026-10-29
BFI Wealth Solutions, LLC
DECREASED27,88327,902-190%$2.5M$2.3M-$157.3K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED26,42124,693+1,728+7%$2.2M$2.2M+$6.6K2026-10-16
Guidance Capital, Inc
INCREASED25,21324,222+991+4%$2.1M$2.2M+$49.9K2026-11-03
Meridian Wealth Management, LLC
INCREASED23,20622,147+1,059+5%$2.0M$1.9M-$35.0K2026-11-05
Westover Capital Advisors, LLC
INCREASED22,21019,840+2,370+12%$1.8M$1.9M+$87.3K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED21,67518,104+3,571+20%$1.6M$1.8M+$197.4K2026-11-05
Wedmont Private Capital
UNCHANGED21,17021,17000%$1.9M$1.8M-$58.2K2026-10-09
US Bancorp \de\
DECREASED20,14820,727-579-3%$1.8M$1.7M-$164.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED19,55921,787-2,228-10%$1.9M$1.7M-$248.8K2026-10-13
Redwood Financial Network Corp
INCREASED16,79315,237+1,556+10%$1.4M$1.4M+$44.9K2026-11-03
Fifth Third Bancorp
DECREASED15,68316,676-993-6%$1.5M$1.3M-$176.0K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED15,49013,708+1,782+13%$1.2M$1.3M+$72.4K2026-10-29
Planning Strategies Inc.
DECREASED14,65514,720-650%$1.3M$1.2M-$87.6K2026-10-02
Plancorp, LLC
INCREASED13,99113,369+622+5%$1.2M$1.2M+$34.2K2026-11-03
Parsons Capital Management Inc
INCREASED13,44912,267+1,182+10%$1.1M$1.1M+$30.3K2026-10-28
Cassilly Financial Group LLC
INCREASED12,27511,893+382+3%$1.1M$1.0M-$34.5K2026-10-07
Landmark Wealth Management, Inc.
UNCHANGED12,02012,02000%$1.1M$1.0M-$67.1K2026-11-04
Hibernia Wealth Partners, LLC
INCREASED11,88211,794+88+1%$1.1M$992.9K-$58.4K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED11,2393,442+7,797+227%$306.8K$939.1K+$632.3K2026-10-16
Dynamic Wealth Strategies, LLC
DECREASED11,00518,554-7,549-41%$1.7M$919.6K-$734.3K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED10,98310,893+90+1%$971.0K$917.7K-$53.3K2026-11-06
Creative Planning
INCREASED10,8588,119+2,739+34%$723.7K$907.2K+$183.5K2026-11-02
Savant Capital, LLC
DECREASED10,70410,799-95-1%$962.6K$894.4K-$68.2K2026-11-06
RHS Financial, LLC
DECREASED10,56011,179-619-6%$996.5K$882.4K-$114.1K2026-10-13
Ascentis Independent Advisors
NEW9,999—+9,999——$835.5K—2026-11-03
Daymark Wealth Partners, LLC
NEW9,972—+9,972——$833.3K—2026-11-04
Capital Advisors, Ltd. LLC
DECREASED9,81310,055-242-2%$896$820-$762026-10-27
Thayer Financial, L.L.C.
DECREASED9,74810,292-544-5%$917.4K$820.9K-$96.6K2026-10-21
Washington Trust Co
DECREASED9,6429,989-347-3%$890.4K$805.7K-$84.7K2026-10-22
BAM Wealth Management, LLC
INCREASED9,6079,522+85+1%$848.8K$802.8K-$46.0K2026-10-15
Roof Eidam Maycock Peralta, LLC
INCREASED9,2737,573+1,700+22%$675.1K$774.9K+$99.8K2026-10-15
Selby Wealth Management, LLC
INCREASED8,4583,653+4,805+132%$325.6K$706.7K+$381.1K2026-10-16
LifeGoal Investments, LLC
DECREASED7,9568,110-154-2%$722.9K$664.8K-$58.1K2026-10-09
Kendall Capital Management
INCREASED7,7705,164+2,606+50%$460.3K$649.3K+$189.0K2026-10-23
BKM Wealth Management, LLC
DECREASED7,4838,399-916-11%$748.7K$625.3K-$123.4K2026-10-22
Sigma Planning Corp
DECREASED7,0817,933-852-11%$707.1K$548.2K-$159.0K2026-10-23
Berkeley, Inc
NEW6,796—+6,796——$567.9K—2026-10-20
Destiny Wealth Partners, LLC
UNCHANGED5,8725,87200%$506.3K$502.3K-$4.1K2026-11-05
Apollon Wealth Management, LLC
INCREASED5,6185,617+1+0%$500.7K$469.4K-$31.3K2026-10-23
Capital Square, LLC
INCREASED5,5154,886+629+13%$427.8K$460.9K+$33.1K2026-10-19
Ergawealth Advisors, Inc.
INCREASED5,4125,261+151+3%$468.9K$452.2K-$16.7K2026-10-21
SteelPeak Wealth, LLC
NEW5,177—+5,177——$432.6K—2026-10-16
Lewis Asset Management, LLC
INCREASED5,1654,897+268+5%$436.5K$431.6K-$4.9K2026-10-14
Weaver Consulting Group
INCREASED5,1603,352+1,808+54%$298.8K$431.2K+$132.4K2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED5,1345,323-189-4%$474.5K$429.0K-$45.5K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED5,0475,150-103-2%$459.1K$421.7K-$37.4K2026-10-13
Aurora Private Wealth, Inc.
UNCHANGED4,4904,49000%$400.0K$375-$399.6K2026-10-20
JGP Wealth Management, LLC
INCREASED4,3313,626+705+19%$323.2K$361.9K+$38.7K2026-10-13
Grey Fox Wealth Advisors, LLC
UNCHANGED4,2774,27700%$381.3K$357.4K-$23.9K2026-11-03
Mascagni Wealth Management, Inc.
DECREASED4,1794,317-138-3%$384.8K$349.2K-$35.5K2026-10-23
Choreo, LLC
DECREASED3,9634,317-354-8%$384.9K$331.1K-$53.8K2026-10-28
SeaBridge Investment Advisors LLC
NEW3,937—+3,937——$329.0K—2026-11-02
Ballast Rock Private Wealth LLC
UNCHANGED3,7723,77200%$336.2K$315.2K-$21.0K2026-10-26
Tranquility Partners, LLC
UNCHANGED3,7293,72900%$332.4K$311.6K-$20.8K2026-10-20
RMR Wealth Builders
UNCHANGED3,7053,70500%$330.3K$309.6K-$20.7K2026-10-22
Focused Alpha, LLC
INCREASED3,6162,461+1,155+47%$219.4K$302.2K+$82.8K2026-10-20
Compound Planning, Inc.
INCREASED3,6143,613+1+0%$322.1K$302.0K-$20.1K2026-11-05
Wealth Preservation Advisors, LLC
NEW3,532—+3,532——$295.1K—2026-11-05
KDK Private Wealth Management, LLC
UNCHANGED3,5033,50300%$312.3K$292.7K-$19.5K2026-11-03
Helium Advisors LLC
INCREASED3,1472,282+865+38%$203.4K$263.0K+$59.6K2026-10-23
Journey Advisory Group, LLC
DECREASED3,1113,158-47-1%$281.5K$260.0K-$21.5K2026-11-04
Focus Financial Network, Inc.
INCREASED3,0292,503+526+21%$223.1K$253.1K+$29.9K2026-10-14
Facet Wealth, Inc.
INCREASED2,7752,769+6+0%$246.8K$231.9K-$15.0K2026-11-04
Atria Investments, Inc
INCREASED2,7162,685+31+1%$239.4K$227.0K-$12.4K2026-10-15
Western Financial Corp
DECREASED2,5722,787-215-8%$248.4K$215.0K-$33.5K2026-10-14
HB Wealth Management, LLC
INCREASED2,4262,390+36+2%$213.0K$202.7K-$10.3K2026-10-23
Bell Investment Advisors, Inc
INCREASED1,5431,542+1+0%$137.4K$128.9K-$8.5K2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED1,4691,466+3+0%$130.7K$122.8K-$7.9K2026-10-27
Private Trust Co NA
INCREASED1,3601,253+107+9%$111.7K$113.6K+$2.0K2026-10-20
Root Financial Partners, LLC
NEW1,205—+1,205——$100.7K—2026-10-21
Central Trust Co
UNCHANGED1,1031,10300%$98.3K$92.2K-$6.2K2026-11-05
Cullen T Bankers, Inc.
NEW1,035—+1,035——$86.5K—2026-10-28
James T. Borello RIA
UNCHANGED1,0351,03500%$92.3K$86.5K-$5.8K2026-10-16
PNC Financial Services Group, Inc.
INCREASED98382+901+1099%$7.3K$82.1K+$74.8K2026-11-06
SYM Financial Corp
UNCHANGED81581500%$72.6K$68.1K-$4.5K2026-10-26
Monetary Solutions, Ltd
NEW795—+795——$66.4K—2026-10-22
Polaris Financial Partners
NEW616—+616——$84—2026-10-02
Buck Wealth Strategies, LLC
INCREASED565338+227+67%$30.1K$47.2K+$17.1K2026-10-28
Allworth Financial LP
UNCHANGED53753700%$47.9K$47.9K$02026-11-06
Mosley Wealth Management
DECREASED535563-28-5%$50.1K$45.3K-$4.8K2026-10-16
Creative Financial Designs Inc
INCREASED520519+1+0%$46.3K$43.5K-$2.8K2026-11-04
IFP Advisors, Inc
INCREASED45072+378+525%$6.4K$37.6K+$31.2K2026-10-16
Triumph Capital Management
INCREASED390242+148+61%$21.6K$32.6K+$11.0K2026-10-14
Abound Wealth Management
INCREASED375357+18+5%$31.8K$31.3K-$4952026-10-26
Parallel Advisors, LLC
INCREASED359209+150+72%$18.7K$30.0K+$11.3K2026-11-03
AlphaCore Capital LLC
INCREASED30748+259+540%$4.3K$25.7K+$21.4K2026-11-04
Pittenger & Anderson Inc
DECREASED212255-43-17%$22.7K$17.7K-$5.0K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED20120100%$17.9K$16.8K-$1.1K2026-10-15
Versant Capital Management, Inc
UNCHANGED20020000%$17.8K$16.7K-$1.1K2026-10-02
Wolff Wiese Magana LLC
UNCHANGED18018000%$16.0K$15.0K-$1.0K2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED1721,018-846-83%$90.7K$14.4K-$76.4K2026-11-04
Clearstead Advisors, LLC
NEW123—+123——$10.3K—2026-11-06
Concord Wealth Partners
UNCHANGED12212200%$10.9K$10.2K-$6812026-11-02
Financial Consulate, Inc
UNCHANGED12012000%$10.7K$10.0K-$6692026-10-23
Caldwell Trust Co
UNCHANGED10310300%$9.2K$8.6K-$5742026-10-30
Assetmark, Inc
DECREASED9596-1-1%$8.6K$7.9K-$6192026-10-21
Asset Dedication, LLC
UNCHANGED888800%$7.9K$7.4K-$4742026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED848400%$7.5K$7.0K-$4502026-10-26
Barrett & Company, Inc.
UNCHANGED727200%$6.4K$6.0K-$4022026-10-22
Latitude Advisors, LLC
NEW59—+59——$4.9K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED575700%$5.1K$4.8K-$3182026-10-16
Nfsg Corp
UNCHANGED505000%$4.5K$4.2K-$2792026-10-15
Costello Asset Management, Inc
UNCHANGED414100%$3.6K$3.4K-$2192026-10-30
First Command Advisory Services, Inc.
UNCHANGED383800%$3.4K$3.2K-$2122026-11-05
Central Pacific Bank - Trust Division
UNCHANGED363600%$3.2K$3.0K-$2012026-10-06
Citigroup Inc
INCREASED184+14+350%$357$1.5K+$1.1K2026-11-04
Community Financial Services Group, LLC
UNCHANGED181800%$1.6K$1.5K-$812026-10-15
Capital Investment Advisory Services, LLC
NEW8—+8——$668—2026-10-30
Frontier Asset Management, LLC
CLOSED023,893-23,893-100%$2.1M$0-$2.1M2026-10-28
Axxcess Wealth Management, LLC
CLOSED012,040-12,040-100%$1.1M$0-$1.1M2026-10-21
Citizens Financial Group Inc
CLOSED011,516-11,516-100%$1.0M$0-$1.0M2026-10-23
Avidian Wealth Enterprises, LLC
CLOSED06,058-6,058-100%$540.0K$0-$540.0K2026-10-08
ProVise Management Group, LLC
CLOSED03,931-3,931-100%$350.4K$0-$350.4K2026-11-06
Fortitude Advisory Group L.L.C.
CLOSED03,104-3,104-100%$276.7K$0-$276.7K2026-10-15
Wedbush Securities Inc
CLOSED02,331-2,331-100%$208.0K$0-$208.0K2026-10-22
Endeavor Private Wealth, Inc.
CLOSED02,265-2,265-100%$201.9K$0-$201.9K2026-11-05
S.A. Mason LLC
CLOSED01,165-1,165-100%$103.8K$0-$103.8K2026-10-13
International Assets Investment Management, LLC
CLOSED0657-657-100%$58.3K$0-$58.3K2026-11-02
AdvisorNet Financial, Inc
CLOSED0549-549-100%$48.9K$0-$48.9K2026-10-15
Russell Investments Group, Ltd.
CLOSED046-46-100%$4.1K$0-$4.1K2026-11-06
Allspring Global Investments Holdings, LLC
CLOSED044-44-100%$3.9K$0-$3.9K2026-11-04
Strategic Financial Services, Inc.
N/A—3,777,784-3,777,784-100%$336.8M———
Charles Schwab Investment Management Inc
N/A—3,244,719-3,244,719-100%$289.2M———
Wells Fargo & Company
N/A—3,047,559-3,047,559-100%$271.7M———
Ameriprise Financial Inc
N/A—2,175,644-2,175,644-100%$194.2M———
Advance Capital Management, Inc.
N/A—1,476,512-1,476,512-100%$131.6M———
Bank of America Corp
N/A—1,428,258-1,428,258-100%$127.3M———
Cetera Investment Advisers
N/A—832,049-832,049-100%$74.2M———
Modern Wealth Management, LLC
N/A—809,068-809,068-100%$72.1M———
FMR LLC
N/A—720,940-720,940-100%$64.3M———
HighTower Advisors, LLC
N/A—645,667-645,667-100%$57.6M———
Raymond James Financial Inc
N/A—488,894-488,894-100%$43.6M———
BlackRock, Inc.
N/A—481,475-481,475-100%$42.9M———
Osaic Holdings, Inc.
N/A—464,450-464,450-100%$41.4M———
Northwestern Mutual Wealth Management Co
N/A—413,988-413,988-100%$36.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—395,557-395,557-100%$35.2M———
Madison Wealth Partners, Inc
N/A—319,045-319,045-100%$28.4M———
River Wealth Advisors LLC
N/A—315,394-315,394-100%$28.1M———
Morgan Stanley
N/A—294,229-294,229-100%$26.2M———
Focus Partners Wealth
N/A—291,939-291,939-100%$26.0M———
Private Advisor Group, LLC
N/A—277,468-277,468-100%$24.7M———
UBS Group AG
N/A—222,938-222,938-100%$19.9M———
MML Investors Services, LLC
N/A—202,079-202,079-100%$18.0M———
Peapack Gladstone Financial Corp
N/A—197,730-197,730-100%$17.6M———
Beacon Pointe Advisors, LLC
N/A—187,571-187,571-100%$16.7M———
Geneos Wealth Management Inc.
N/A—180,426-180,426-100%$16.1M———
AssuredPartners Investment Advisors, LLC
N/A—165,459-165,459-100%$14.7M———
Janney Montgomery Scott LLC
N/A—154,566-154,566-100%$13.8M———
WCG Wealth Advisors LLC
N/A—152,433-152,433-100%$13.6M———
AllGen Financial Advisors, Inc.
N/A—150,295-150,295-100%$13.4M———
Stratos Wealth Partners, Ltd.
N/A—150,187-150,187-100%$13.4M———
Evolve Private Wealth, LLC
N/A—148,407-148,407-100%$13.2M———
Mercer Global Advisors Inc
N/A—147,559-147,559-100%$13.2M———
Integrated Wealth Concepts LLC
N/A—136,088-136,088-100%$12.1M———
TRB Wealth Management, LLC
N/A—126,394-126,394-100%$11.3M———
JPMorgan Chase & Co
N/A—125,857-125,857-100%$11.2M———
Cozad Asset Management Inc
N/A—116,659-116,659-100%$10.4M———
Steward Partners Investment Advisory, LLC
N/A—106,216-106,216-100%$9.5M———
FLC Capital Advisors
N/A—102,093-102,093-100%$9.1M———
Envestnet Asset Management Inc
N/A—89,234-89,234-100%$8.0M———
Cerity Partners LLC
N/A—76,347-76,347-100%$6.8M———
Aspen Wealth Strategies, LLC
N/A—75,838-75,838-100%$6.8M———
United Capital Financial Advisors, LLC
N/A—74,843-74,843-100%$6.7M———
GeoWealth Management, LLC
N/A—74,648-74,648-100%$6.7M———
Royal Bank of Canada
N/A—70,410-70,410-100%$6.3M———
&partners
N/A—65,269-65,269-100%$5.8M———
Equitable Holdings, Inc.
N/A—63,104-63,104-100%$5.6M———
Vista Cima Wealth Management LLC
N/A—60,239-60,239-100%$5.4M———
Cary Street Partners Financial LLC
N/A—59,595-59,595-100%$5.3M———
Goldstone Financial Group, LLC
N/A—58,686-58,686-100%$5.2M———
Thoroughbred Financial Services, LLC
N/A—54,975-54,975-100%$4.9M———
Summitpoint Capital Management
N/A—51,604-51,604-100%$4.6M———
Tyche Wealth Partners LLC
N/A—49,288-49,288-100%$4.4M———
NewEdge Advisors, LLC
N/A—43,421-43,421-100%$3.9M———
Capital Analysts, LLC
N/A—38,461-38,461-100%$3.4M———
Principal Securities, Inc.
N/A—28,852-28,852-100%$2.6M———
Advisory Services Network, LLC
N/A—27,244-27,244-100%$2.4M———
Byrne Financial Freedom, LLC
N/A—25,588-25,588-100%$2.3M———
Empirical Asset Management, LLC
N/A—24,056-24,056-100%$2.1M———
Pallas Capital Advisors LLC
N/A—22,701-22,701-100%$2.0M———
O'shaughnessy Asset Management, LLC
N/A—22,292-22,292-100%$2.0M———
RED Reef Advisors LLC
N/A—21,729-21,729-100%$1.9M———
Wharton Business Group, LLC
N/A—21,700-21,700-100%$1.9M———
LaSalle St. Investment Advisors, LLC
N/A—20,319-20,319-100%$1.8M———
Integrated Wealthcare, LLC
N/A—20,039-20,039-100%$1.8M———
Axiom Financial Strategies, LLC
N/A—19,888-19,888-100%$1.8M———
Brown Advisory Inc
N/A—16,792-16,792-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—14,687-14,687-100%$1.3M———
Atlas Legacy Advisors, LLC
N/A—13,596-13,596-100%$1.2M———
Global Retirement Partners, LLC
N/A—11,420-11,420-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—9,432-9,432-100%$840.7K———
Foster & Motley Inc
N/A—9,279-9,279-100%$827.0K———
Jane Street Group, LLC
N/A—9,004-9,004-100%$802.6K———
Park Place Capital Corp
N/A—8,953-8,953-100%$798.1K———
CreativeOne Wealth, LLC
N/A—8,281-8,281-100%$738.2K———
Mariner, LLC
N/A—7,672-7,672-100%$683.9K———
Wealthspire Advisors, LLC
N/A—7,211-7,211-100%$642.8K———
OneDigital Investment Advisors LLC
N/A—6,720-6,720-100%$599.0K———
Leavell Investment Management, Inc.
N/A—6,512-6,512-100%$580.5K———
Susquehanna International Group, LLP
N/A—6,451-6,451-100%$575.0K———
SHP Wealth Management
N/A—6,070-6,070-100%$541.1K———
First Foundation Advisors
N/A—6,021-6,021-100%$536.7K———
UBS Asset Management Americas LLC
N/A—5,970-5,970-100%$532.2K———
GWN Securities Inc.
N/A—5,351-5,351-100%$477.0K———
Members Trust Co
N/A—5,149-5,149-100%$459.0K———
Captrust Financial Advisors
N/A—5,028-5,028-100%$448.2K———
Benjamin Edwards Inc
N/A—4,790-4,790-100%$427.8K———
Quantinno Capital Management LP
N/A—4,770-4,770-100%$425.2K———
IFG Advisory, LLC
N/A—4,759-4,759-100%$424.2K———
Wescott Financial Advisory Group, LLC
N/A—4,555-4,555-100%$406.1K———
Huntington National Bank
N/A—4,037-4,037-100%$359.9K———
Gladstone Institutional Advisory LLC
N/A—3,985-3,985-100%$355.2K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,796-3,796-100%$338.4K———
Arkadios Wealth Advisors
N/A—3,784-3,784-100%$337.3K———
Two Sigma Securities, LLC
N/A—3,740-3,740-100%$333.4K———
HRT Financial LP
N/A—3,560-3,560-100%$317.0K———
TAGStone Capital, Inc.
N/A—3,440-3,440-100%$306.6K———
Aptus Capital Advisors, LLC
N/A—3,429-3,429-100%$305.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,393-3,393-100%$302.5K———
Veridan Wealth LLC
N/A—3,340-3,340-100%$297.8K———
BNP Paribas Financial Markets
N/A—3,333-3,333-100%$297.1K———
NewEdge Wealth, LLC
N/A—3,331-3,331-100%$297.0K———
Traction Financial Partners, LLC
N/A—3,325-3,325-100%$296.4K———
Colonial Trust Advisors
N/A—3,308-3,308-100%$294.9K———
Tower Research Capital LLC (TRC)
N/A—3,175-3,175-100%$283.0K———
Hunter Perkins Capital Management, LLC
N/A—3,037-3,037-100%$271———
LWM Advisory Services, LLC
N/A—2,846-2,846-100%$253.7K———
Summit Financial, LLC
N/A—2,812-2,812-100%$250.7K———
Arax Advisory Partners
N/A—2,735-2,735-100%$243.8K———
Insigneo Advisory Services, LLC
N/A—2,685-2,685-100%$239.3K———
Silvercrest Asset Management Group LLC
N/A—2,587-2,587-100%$230.6K———
Rockefeller Capital Management L.P.
N/A—2,391-2,391-100%$213.2K———
Envestnet Portfolio Solutions, Inc.
N/A—2,271-2,271-100%$202.4K———
Brown Brothers Harriman & Co
N/A—2,157-2,157-100%$192.3K———
Fiduciary Financial Advisors
N/A—1,991-1,991-100%$177.5K———
Harborfront Financial Group LLC
N/A—1,943-1,943-100%$173.2K———
Harbour Investments, Inc.
N/A—1,804-1,804-100%$160.8K———
EP Wealth Advisors, LLC
N/A—1,360-1,360-100%$121.2K———
Franklin Resources Inc
N/A—1,291-1,291-100%$115.1K———
AE Wealth Management LLC
N/A—1,220-1,220-100%$108.8K———
Bank of Montreal
N/A—1,159-1,159-100%$103.3K———
Bogart Wealth, LLC
N/A—1,001-1,001-100%$89.2K———
Blair William & Co
N/A—844-844-100%$75.3K———
Kerr Financial Planning Corp
N/A—657-657-100%$58.5K———
Medallion Wealth Advisors, LLC
N/A—656-656-100%$49.3K———
Colonial Trust Co / SC
N/A—650-650-100%$57.9K———
Qube Research & Technologies Ltd
N/A—647-647-100%$57.7K———
Morse Asset Management, Inc
N/A—550-550-100%$49.0K———
Founders Financial Alliance, LLC
N/A—504-504-100%$45.0K———
Glassman Wealth Services
N/A—485-485-100%$43.2K———
Vanguard Advisers Inc
N/A—429-429-100%$38.2K———
Strategic Wealth Partners, Ltd.
N/A—426-426-100%$38.0K———
Quent Capital, LLC
N/A—338-338-100%$30.1K———
Atlantic Private Wealth, LLC
N/A—250-250-100%$22.3K———
Millstone Evans Group, LLC
N/A—212-212-100%$18.9K———
Howe & Rusling Inc
N/A—185-185-100%$16.5K———
Measured Wealth Private Client Group, LLC
N/A—80-80-100%$7.1K———
Hantz Financial Services, Inc.
N/A—78-78-100%$7.0K———
HFM Investment Advisors, LLC
N/A—72-72-100%$6.3K———
Jones Financial Companies Lllp
N/A—59-59-100%$5.2K———
BFC Planning, Inc.
N/A—36-36-100%$3.2K———
Showing 319 of 319 institutions