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Ishares ESG Aware USD Corpor (SUSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,912,954 from 2,725,729
Change+187,225 (+7%)
Value$63.9M (+$820.3K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares1,614,849 from 1,365,749
Change+249,100 (+18%)
Value$35.4M (+$3.8M)
Filed 2026-11-02
Fisher Asset Management, LLC
INCREASED
Shares903,607 from 877,984
Change+25,623 (+3%)
Value$19.8M (-$496.9K)
Filed 2026-11-06
IMPACTfolio, LLC
INCREASED
Shares656,622 from 617,579
Change+39,043 (+6%)
Value$14.4M (+$111.7K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares595,331 from 536,959
Change+58,372 (+11%)
Value$13.1K (-$12.4M)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares364,820 from 314,795
Change+50,025 (+16%)
Value$8.0M (+$718.0K)
Filed 2026-10-21
Stanich Group LLC
NEW
Shares316,458
Change+316,458
Value$6.9M
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares308,862 from 366,146
Change-57,284 (-16%)
Value$6.8M (-$1.7M)
Filed 2026-11-05
Invera Wealth Advisors, LLC
INCREASED
Shares288,812 from 257,659
Change+31,153 (+12%)
Value$6.3M (+$372.8K)
Filed 2026-10-28
Legacy Edge Advisors, LLC
INCREASED
Shares274,716 from 235,522
Change+39,194 (+17%)
Value$6.0M (+$576.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares250,790 from 237,395
Change+13,395 (+6%)
Value$5.5K (-$5.5M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares248,124 from 236,290
Change+11,834 (+5%)
Value$5.4M (-$25.4K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares221,908 from 207,251
Change+14,657 (+7%)
Value$4.9M (+$71.6K)
Filed 2026-11-02
Colorado Capital Management, Inc.
INCREASED
Shares209,926 from 203,978
Change+5,948 (+3%)
Value$4.6K (-$115)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares204,567 from 124,501
Change+80,066 (+64%)
Value$4.5M (+$1.6M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares193,244 from 212,037
Change-18,793 (-9%)
Value$4.2M (-$683.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares165,658 from 168,242
Change-2,584 (-2%)
Value$3.6M (-$203.9K)
Filed 2026-10-13
Wesbanco Bank Inc
INCREASED
Shares162,819 from 157,588
Change+5,231 (+3%)
Value$3.6M (-$75.3K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares159,865 from 152,586
Change+7,279 (+5%)
Value$3.7M (+$168.5K)
Filed 2026-11-06
Horst & Graben Wealth Management LLC
DECREASED
Shares144,972 from 163,562
Change-18,590 (-11%)
Value$3.2M (-$584.6K)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares136,539 from 133,593
Change+2,946 (+2%)
Value$3.0M (-$96.5K)
Filed 2026-11-04
Sharkey, Howes & Javer
DECREASED
Shares129,613 from 141,884
Change-12,271 (-9%)
Value$2.8M (-$440.4K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares123,762 from 122,399
Change+1,363 (+1%)
Value$2.7M (-$117.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares121,753 from 114,811
Change+6,942 (+6%)
Value$2.7M (+$13.8K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares117,807 from 100,273
Change+17,534 (+17%)
Value$2.6M (+$263.8K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares117,134 from 108,907
Change+8,227 (+8%)
Value$2.6M (+$49.2K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
INCREASED
Shares106,443 from 67,452
Change+38,991 (+58%)
Value$2.3M (+$774.3K)
Filed 2026-11-02
Archer Investment Management, LLC
INCREASED
Shares103,988 from 79,609
Change+24,379 (+31%)
Value$2.3M (+$439.0K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED
Shares103,031 from 97,349
Change+5,682 (+6%)
Value$2.3M (+$7.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares84,155 from 62,220
Change+21,935 (+35%)
Value$1.8M (+$406.3K)
Filed 2026-11-02
Birchbrook, Inc.
INCREASED
Shares75,740 from 74,185
Change+1,555 (+2%)
Value$1.7M (-$55.4K)
Filed 2026-10-14
SigFig Wealth Management, LLC
INCREASED
Shares73,033 from 71,806
Change+1,227 (+2%)
Value$1.6M (-$68.2K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
DECREASED
Shares71,150 from 72,441
Change-1,291 (-2%)
Value$1.6M (-$115.7K)
Filed 2026-10-16
Vision Capital Management, Inc.
INCREASED
Shares66,721 from 61,063
Change+5,658 (+9%)
Value$1.5M (+$50.5K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
INCREASED
Shares63,693 from 37,533
Change+26,160 (+70%)
Value$1.4M (+$534.4K)
Filed 2026-10-13
Skyline Advisors, Inc.
INCREASED
Shares63,692 from 62,842
Change+850 (+1%)
Value$1.4M (-$57.2K)
Filed 2026-11-03
Midwest Financial Partners Investments, Inc.
INCREASED
Shares63,479 from 61,409
Change+2,070 (+3%)
Value$1.4M (-$28.7K)
Filed 2026-10-08
Jnba Financial Advisors
INCREASED
Shares61,778 from 58,470
Change+3,308 (+6%)
Value$1.4M (+$2.1K)
Filed 2026-11-03
RCS Financial Planning, LLC
INCREASED
Shares61,284 from 58,299
Change+2,985 (+5%)
Value$1.3M (-$4.8K)
Filed 2026-10-14
Private Wealth Management Group, LLC
INCREASED
Shares60,315 from 55,901
Change+4,414 (+8%)
Value$1.3M (+$29.4K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares55,777 from 40,473
Change+15,304 (+38%)
Value$1.2M (+$317.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares55,777 from 40,473
Change+15,304 (+38%)
Value$1.2M (+$317.8K)
Filed 2026-10-20
Rossby Financial, LCC
DECREASED
Shares55,732 from 84,767
Change-29,035 (-34%)
Value$1.2M (-$739.4K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares55,377 from 52,667
Change+2,710 (+5%)
Value$1.2M (-$4.1K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares51,887 from 50,520
Change+1,367 (+3%)
Value$1.1M (-$31.0K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares50,978 from 44,057
Change+6,921 (+16%)
Value$1.1M (+$98.7K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares49,979 from 47,894
Change+2,085 (+4%)
Value$1.1M (-$12.0K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares47,725 from 47,230
Change+495 (+1%)
Value$1.0M (-$46.1K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares47,490 from 47,569
Change-79 (0%)
Value$1.0M (-$59.1K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares46,273 from 54,704
Change-8,431 (-15%)
Value$1.0M (-$251.0K)
Filed 2026-11-06
White Lighthouse Investment Management Inc.
DECREASED
Shares43,233 from 46,388
Change-3,155 (-7%)
Value$948.7K (-$125.2K)
Filed 2026-10-21
Willow Creek Wealth Management Inc.
INCREASED
Shares43,073 from 41,103
Change+1,970 (+5%)
Value$945.2K (-$6.4K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares41,241 from 35,106
Change+6,135 (+17%)
Value$905.0K (+$92.3K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares40,165 from 39,492
Change+673 (+2%)
Value$881.4K (-$32.9K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
INCREASED
Shares36,719 from 30,515
Change+6,204 (+20%)
Value$805.8K (+$99.3K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares36,560 from 34,914
Change+1,646 (+5%)
Value$802.3K (-$6.0K)
Filed 2026-10-13
Navigation Group, LLC
INCREASED
Shares36,543 from 35,097
Change+1,446 (+4%)
Value$801.9K (-$10.6K)
Filed 2026-10-28
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares36,406 from 38,910
Change-2,504 (-6%)
Value$798.9K (-$101.9K)
Filed 2026-10-27
Payden & Rygel
UNCHANGED
Shares35,557 from 35,557
Change0 (0%)
Value$780 (-$822.2K)
Filed 2026-10-28
Neumann Capital Management, LLC
NEW
Shares30,950
Change+30,950
Value$679.2K
Filed 2026-10-15
Traveka Wealth, LLC
INCREASED
Shares30,662 from 29,071
Change+1,591 (+5%)
Value$672.9K (-$156)
Filed 2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED
Shares29,655 from 29,664
Change-9 (0%)
Value$650.8K (-$36.0K)
Filed 2026-10-19
Evergreen Private Wealth LLC
INCREASED
Shares28,572 from 25,095
Change+3,477 (+14%)
Value$627.0K (+$46.0K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares28,218 from 26,749
Change+1,469 (+5%)
Value$619.2K (-$48)
Filed 2026-10-14
Kelsey Financial, LLC
DECREASED
Shares28,167 from 41,767
Change-13,600 (-33%)
Value$618.1K (-$348.8K)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares25,729 from 25,729
Change0 (0%)
Value$564.6K (-$31.0K)
Filed 2026-11-06
Asempa Wealth Advisors
INCREASED
Shares24,804 from 12,354
Change+12,450 (+101%)
Value$543.7K (+$257.7K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
DECREASED
Shares24,237 from 24,695
Change-458 (-2%)
Value$531.9K (-$39.8K)
Filed 2026-10-14
Gradient Investments LLC
DECREASED
Shares23,644 from 26,515
Change-2,871 (-11%)
Value$518.9K (-$95.0K)
Filed 2026-10-08
LexAurum Advisors, LLC
DECREASED
Shares23,479 from 26,098
Change-2,619 (-10%)
Value$515.2K (-$89.0K)
Filed 2026-10-19
American Financial & TAX Strategies Inc
UNCHANGED
Shares23,471 from 23,471
Change0 (0%)
Value$515.1K (-$28.3K)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares23,311 from 22,867
Change+444 (+2%)
Value$511.6K (-$17.8K)
Filed 2026-10-19
Wells Financial Advisors Inc
UNCHANGED
Shares23,045 from 23,045
Change0 (0%)
Value$505.7K (-$27.8K)
Filed 2026-11-02
Peak Financial Management, Inc.
UNCHANGED
Shares22,145 from 22,145
Change0 (0%)
Value$486.0K (-$26.7K)
Filed 2026-10-16
Sofi Wealth, LLC
DECREASED
Shares21,792 from 61,965
Change-40,173 (-65%)
Value$478.2K (-$956.4K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
DECREASED
Shares21,710 from 21,811
Change-101 (0%)
Value$476.4K (-$28.5K)
Filed 2026-11-05
Aprio Wealth Management, LLC
DECREASED
Shares20,941 from 30,233
Change-9,292 (-31%)
Value$459.5K (-$240.4K)
Filed 2026-10-28
Cornerstone Planning Group LLC
INCREASED
Shares20,762 from 19,053
Change+1,709 (+9%)
Value$456.4K (+$22.9K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED
Shares20,326 from 20,209
Change+117 (+1%)
Value$446.1K (-$21.8K)
Filed 2026-10-20
One Wealth Capital Management, LLC
DECREASED
Shares20,015 from 28,287
Change-8,272 (-29%)
Value$439.2K (-$215.7K)
Filed 2026-10-23
CX Institutional
NEW
Shares19,940
Change+19,940
Value$438
Filed 2026-10-02
JB Capital LLC
INCREASED
Shares19,628 from 17,643
Change+1,985 (+11%)
Value$430.7K (+$22.3K)
Filed 2026-10-19
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares19,263 from 17,635
Change+1,628 (+9%)
Value$422.7K (+$14.5K)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares18,714 from 17,897
Change+817 (+5%)
Value$410.7K (-$3.7K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares18,549 from 19,301
Change-752 (-4%)
Value$407.1K (-$39.8K)
Filed 2026-10-28
True Link Financial Advisors, LLC
INCREASED
Shares18,534 from 17,667
Change+867 (+5%)
Value$406.7K (-$2.3K)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares18,445 from 18,272
Change+173 (+1%)
Value$404.8K (-$18.3K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares17,793 from 17,243
Change+550 (+3%)
Value$390.5K (-$8.7K)
Filed 2026-10-16
Occidental Asset Management, LLC
INCREASED
Shares17,245 from 15,634
Change+1,611 (+10%)
Value$378.4K (+$16.5K)
Filed 2026-11-05
MBE Wealth Management, LLC
DECREASED
Shares16,521 from 19,209
Change-2,688 (-14%)
Value$362.6K (-$82.2K)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares16,391 from 12,091
Change+4,300 (+36%)
Value$359.7K (+$79.8K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares15,680 from 15,596
Change+84 (+1%)
Value$344.1K (-$17.0K)
Filed 2026-10-14
Five Pine Wealth Management
INCREASED
Shares15,578 from 14,207
Change+1,371 (+10%)
Value$341.9K (+$12.9K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares15,402 from 15,317
Change+85 (+1%)
Value$338.0K (-$16.6K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares14,783 from 12,964
Change+1,819 (+14%)
Value$324.4K (+$24.3K)
Filed 2026-10-22
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares14,306 from 14,807
Change-501 (-3%)
Value$313.9K (-$28.9K)
Filed 2026-11-05
TME Financial, Inc.
INCREASED
Shares14,237 from 9,081
Change+5,156 (+57%)
Value$312.4K (+$102.2K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
DECREASED
Shares14,196 from 14,890
Change-694 (-5%)
Value$311.5K (-$33.2K)
Filed 2026-10-20
Keener Financial Planning LLC
DECREASED
Shares14,030 from 21,246
Change-7,216 (-34%)
Value$307.9K (-$183.1K)
Filed 2026-11-06
Shore Point Advisors, LLC
NEW
Shares13,791
Change+13,791
Value$302.7K
Filed 2026-10-14
Capital Investment Advisory Services, LLC
NEW
Shares13,703
Change+13,703
Value$300.7K
Filed 2026-10-30
Capital Asset Advisory Services LLC
INCREASED
Shares13,571 from 11,848
Change+1,723 (+15%)
Value$303.2K (+$28.9K)
Filed 2026-10-30
Atria Investments, Inc
DECREASED
Shares13,298 from 14,301
Change-1,003 (-7%)
Value$291.8K (-$39.3K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares12,824 from 12,515
Change+309 (+2%)
Value$281.4K (-$8.1K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares12,808 from 3,335
Change+9,473 (+284%)
Value$281.1K (+$203.9K)
Filed 2026-11-06
Williams Financial, LLC
DECREASED
Shares12,457 from 16,173
Change-3,716 (-23%)
Value$273.4K (-$101.1K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares12,102 from 12,102
Change0 (0%)
Value$265.6K (-$14.6K)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares11,947 from 11,915
Change+32 (+0%)
Value$262.2K (-$13.7K)
Filed 2026-11-06
Nottingham Advisors, Inc.
DECREASED
Shares11,162 from 12,135
Change-973 (-8%)
Value$244.7K (-$32.4K)
Filed 2026-10-29
Klaas Financial Asset Advisors, LLC
UNCHANGED
Shares10,943 from 10,943
Change0 (0%)
Value$240.1K (-$13.2K)
Filed 2026-10-19
Finley Financial, LLC
UNCHANGED
Shares10,850 from 10,850
Change0 (0%)
Value$237.8K (-$13.4K)
Filed 2026-10-28
Buttonwood Financial Group, LLC
DECREASED
Shares10,756 from 11,108
Change-352 (-3%)
Value$235.9K (-$21.2K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
NEW
Shares10,706
Change+10,706
Value$238.4K
Filed 2026-10-27
Morton Brown Family Wealth, LLC
INCREASED
Shares10,704 from 10,680
Change+24 (+0%)
Value$234.9K (-$12.4K)
Filed 2026-10-23
Elevatus Welath Management
NEW
Shares10,671
Change+10,671
Value$234.2K
Filed 2026-10-19
Midwest Capital Advisors, LLC
INCREASED
Shares10,667 from 10,544
Change+123 (+1%)
Value$234.1K (-$10.0K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares10,521 from 10,643
Change-122 (-1%)
Value$230.9K (-$15.5K)
Filed 2026-11-05
Guardian Financial Partners, LLC
NEW
Shares10,397
Change+10,397
Value$228.2K
Filed 2026-11-04
PFG Advisors
DECREASED
Shares10,365 from 10,708
Change-343 (-3%)
Value$227.5K (-$20.5K)
Filed 2026-10-16
Rockport Wealth LLC
UNCHANGED
Shares10,331 from 10,331
Change0 (0%)
Value$226.7K (-$12.5K)
Filed 2026-11-03
Soltis Investment Advisors LLC
NEW
Shares10,301
Change+10,301
Value$226.1K
Filed 2026-10-28
CFS Investment Advisory Services, LLC
INCREASED
Shares10,226 from 10,046
Change+180 (+2%)
Value$224.3K (-$7.5K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares10,212 from 9,737
Change+475 (+5%)
Value$224.1K (-$1.3K)
Filed 2026-11-05
Apollon Wealth Management, LLC
NEW
Shares10,095
Change+10,095
Value$221.5K
Filed 2026-10-23
Warner Financial, Inc
INCREASED
Shares9,878 from 9,827
Change+51 (+1%)
Value$216.8K (-$10.7K)
Filed 2026-11-06
Integrity Alliance, Llc.
NEW
Shares9,666
Change+9,666
Value$212.1K
Filed 2026-10-29
Goldstein Advisors, LLC
INCREASED
Shares9,622 from 9,594
Change+28 (+0%)
Value$211.2K (-$11.0K)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares9,513 from 8,652
Change+861 (+10%)
Value$208.8K (+$8.5K)
Filed 2026-11-05
Two West Capital Advisors LLC
DECREASED
Shares9,414 from 10,086
Change-672 (-7%)
Value$206.9K (-$23.4K)
Filed 2026-10-15
Moors & Cabot, Inc.
NEW
Shares9,385
Change+9,385
Value$206.0K
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares9,356 from 9,417
Change-61 (-1%)
Value$205 (-$217.8K)
Filed 2026-10-22
Uptick Partners, LLC
DECREASED
Shares9,254 from 9,788
Change-534 (-5%)
Value$203.1K (-$23.5K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares8,622 from 8,560
Change+62 (+1%)
Value$189.2K (-$9.0K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares8,209 from 6,620
Change+1,589 (+24%)
Value$180.1K (+$26.9K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares6,970 from 10,036
Change-3,066 (-31%)
Value$153.0K (-$79.4K)
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares6,545 from 6,495
Change+50 (+1%)
Value$143.6K (-$6.7K)
Filed 2026-10-08
Fairway Wealth LLC
INCREASED
Shares6,444 from 6,369
Change+75 (+1%)
Value$141.4K (-$6.0K)
Filed 2026-10-30
Clearstead Advisors, LLC
NEW
Shares5,991
Change+5,991
Value$131.5K
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares5,920 from 17,517
Change-11,597 (-66%)
Value$129.9K (-$275.6K)
Filed 2026-11-03
Gen-Wealth Partners Inc
INCREASED
Shares4,609 from 4,040
Change+569 (+14%)
Value$101.1K (+$7.6K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares3,489 from 3,013
Change+476 (+16%)
Value$76.6K (+$6.8K)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares3,370
Change+3,370
Value$73.9K
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares2,939 from 3,839
Change-900 (-23%)
Value$64.5K (-$24.4K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares2,655 from 2,486
Change+169 (+7%)
Value$58.3K (+$693)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares2,617 from 2,522
Change+95 (+4%)
Value$57.4K (-$972)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares2,542
Change+2,542
Value$55.8K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$52.1K (-$2.9K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares2,046 from 797
Change+1,249 (+157%)
Value$44.9K (+$26.5K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares1,804 from 1,982
Change-178 (-9%)
Value$39.6K (-$6.4K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares1,746 from 1,426
Change+320 (+22%)
Value$38.3K (+$5.3K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares1,716 from 1,868
Change-152 (-8%)
Value$37.7K (-$5.6K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares1,689 from 1,748
Change-59 (-3%)
Value$37.1K (-$3.4K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares1,485 from 1,331
Change+154 (+12%)
Value$32.6K (+$1.8K)
Filed 2026-10-14
West Branch Capital LLC
NEW
Shares1,039
Change+1,039
Value$22.8K
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares1,036 from 1,024
Change+12 (+1%)
Value$22.7K (-$974)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares874 from 1,698
Change-824 (-49%)
Value$19.2K (-$20.1K)
Filed 2026-10-20
Eastern Bank
DECREASED
Shares818 from 5,777
Change-4,959 (-86%)
Value$18.0K (-$115.8K)
Filed 2026-10-05
DT Investment Partners, LLC
INCREASED
Shares686 from 646
Change+40 (+6%)
Value$15.1K (+$99)
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares642 from 585
Change+57 (+10%)
Value$14.1K (+$545)
Filed 2026-10-07
Bangor Savings Bank
INCREASED
Shares383 from 370
Change+13 (+4%)
Value$8.4K (-$161)
Filed 2026-10-06
Latitude Advisors, LLC
NEW
Shares206
Change+206
Value$4.5K
Filed 2026-10-27
Blueline Advisors LLC
INCREASED
Shares182 from 138
Change+44 (+32%)
Value$4.0K (+$802)
Filed 2026-10-15
Key Capital Management, Inc
INCREASED
Shares161 from 155
Change+6 (+4%)
Value$3.5K (-$55)
Filed 2026-11-03
Community Bank, N.A.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$3.2K (-$176)
Filed 2026-11-06
Lodestone Wealth Management LLC
INCREASED
Shares88 from 87
Change+1 (+1%)
Value$1.9K (-$83)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.3K (-$70)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.2K (-$67)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$157 (+$37)
Filed 2026-11-05
Level Financial Advisors
CLOSED
Shares0 from 20,448
Change-20,448 (-100%)
Value$0 (-$473.4K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 16,799
Change-16,799 (-100%)
Value$0 (-$388.9K)
Filed 2026-10-13
Zenith Solutions, Inc.
CLOSED
Shares0 from 11,940
Change-11,940 (-100%)
Value$0 (-$276.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 11,848
Change-11,848 (-100%)
Value$0 (-$274.3K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 11,022
Change-11,022 (-100%)
Value$0 (-$255.2K)
Filed 2026-10-14
Centurion Wealth Management LLC
CLOSED
Shares0 from 10,873
Change-10,873 (-100%)
Value$0 (-$251.7K)
Filed 2026-10-13
Csenge Advisory Group
CLOSED
Shares0 from 9,855
Change-9,855 (-100%)
Value$0 (-$228.2K)
Filed 2026-11-04
Strategic Blueprint, LLC
CLOSED
Shares0 from 9,761
Change-9,761 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-22
GreatBanc Trust Co
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$208.4K)
Filed 2026-11-04
Brooklyn FI, LLC
CLOSED
Shares0 from 5,007
Change-5,007 (-100%)
Value$0 (-$113.9K)
Filed 2026-11-05
GGM Financial LLC
CLOSED
Shares0 from 4,060
Change-4,060 (-100%)
Value$0 (-$94.0K)
Filed 2026-11-05
Milestone Investment Advisors LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$69.5K)
Filed 2026-11-05
Kroeger Financial Partners
CLOSED
Shares0 from 1,317
Change-1,317 (-100%)
Value$0 (-$30.5K)
Filed 2026-10-19
Wellington Grp LLC
CLOSED
Shares0 from 1,213
Change-1,213 (-100%)
Value$0 (-$28.1K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 1,142
Change-1,142 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-21
Maseco LLP
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-27
Gleason Group, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$310)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 7,198,860
Change-7,198,860 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,479,955
Change-4,479,955 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,370,382
Change-4,370,382 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,268,082
Change-3,268,082 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,701,109
Change-1,701,109 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,625,101
Change-1,625,101 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,555,509
Change-1,555,509 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,106,589
Change-1,106,589 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,092,474
Change-1,092,474 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 860,284
Change-860,284 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 754,331
Change-754,331 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 571,391
Change-571,391 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 515,182
Change-515,182 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 404,070
Change-404,070 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 396,953
Change-396,953 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 377,815
Change-377,815 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 296,316
Change-296,316 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 294,788
Change-294,788 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 283,494
Change-283,494 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 268,637
Change-268,637 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 238,683
Change-238,683 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 214,518
Change-214,518 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 197,981
Change-197,981 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 192,466
Change-192,466 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 191,247
Change-191,247 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 184,489
Change-184,489 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 176,209
Change-176,209 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 153,203
Change-153,203 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 148,123
Change-148,123 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 98,495
Change-98,495 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 98,288
Change-98,288 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 97,913
Change-97,913 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 86,847
Change-86,847 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 83,239
Change-83,239 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 73,459
Change-73,459 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 69,877
Change-69,877 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 66,196
Change-66,196 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 61,304
Change-61,304 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 60,921
Change-60,921 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 58,612
Change-58,612 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,658
Change-57,658 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 56,259
Change-56,259 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 53,084
Change-53,084 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 52,256
Change-52,256 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,950
Change-48,950 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48,543
Change-48,543 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 44,530
Change-44,530 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 43,051
Change-43,051 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,218
Change-42,218 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 41,371
Change-41,371 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,806
Change-40,806 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 36,128
Change-36,128 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 34,308
Change-34,308 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 34,293
Change-34,293 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 34,187
Change-34,187 (-100%)
Value—
&partners
N/A
Shares— from 33,848
Change-33,848 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 33,753
Change-33,753 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 33,548
Change-33,548 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,214
Change-33,214 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 32,145
Change-32,145 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 31,692
Change-31,692 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 31,208
Change-31,208 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 30,107
Change-30,107 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,786
Change-29,786 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 23,977
Change-23,977 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,943
Change-23,943 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 20,388
Change-20,388 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 19,840
Change-19,840 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 19,229
Change-19,229 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 19,132
Change-19,132 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 17,344
Change-17,344 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 17,255
Change-17,255 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,663
Change-16,663 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,537
Change-16,537 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 16,321
Change-16,321 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,939
Change-15,939 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,130
Change-15,130 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,119
Change-15,119 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,389
Change-14,389 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 14,159
Change-14,159 (-100%)
Value—
EQ LLC
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 14,019
Change-14,019 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 13,355
Change-13,355 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 12,175
Change-12,175 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 9,976
Change-9,976 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 9,538
Change-9,538 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,666
Change-8,666 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 433
Change-433 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 271
Change-271 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,912,9542,725,729+187,225+7%$63.1M$63.9M+$820.3K2026-11-06
Creative Planning
INCREASED1,614,8491,365,749+249,100+18%$31.6M$35.4M+$3.8M2026-11-02
Fisher Asset Management, LLC
INCREASED903,607877,984+25,623+3%$20.3M$19.8M-$496.9K2026-11-06
IMPACTfolio, LLC
INCREASED656,622617,579+39,043+6%$14.3M$14.4M+$111.7K2026-10-28
Park Avenue Securities LLC
INCREASED595,331536,959+58,372+11%$12.4M$13.1K-$12.4M2026-10-26
Assetmark, Inc
INCREASED364,820314,795+50,025+16%$7.3M$8.0M+$718.0K2026-10-21
Stanich Group LLC
NEW316,458—+316,458——$6.9M—2026-10-16
Bank of New York Mellon Corp
DECREASED308,862366,146-57,284-16%$8.5M$6.8M-$1.7M2026-11-05
Invera Wealth Advisors, LLC
INCREASED288,812257,659+31,153+12%$6.0M$6.3M+$372.8K2026-10-28
Legacy Edge Advisors, LLC
INCREASED274,716235,522+39,194+17%$5.5M$6.0M+$576.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED250,790237,395+13,395+6%$5.5M$5.5K-$5.5M2026-11-02
Perigon Wealth Management, LLC
INCREASED248,124236,290+11,834+5%$5.5M$5.4M-$25.4K2026-10-22
Commonwealth Equity Services, LLC
INCREASED221,908207,251+14,657+7%$4.8M$4.9M+$71.6K2026-11-02
Colorado Capital Management, Inc.
INCREASED209,926203,978+5,948+3%$4.7K$4.6K-$1152026-10-15
Vise Technologies, Inc.
INCREASED204,567124,501+80,066+64%$2.9M$4.5M+$1.6M2026-10-29
Thrivent Financial for Lutherans
DECREASED193,244212,037-18,793-9%$4.9M$4.2M-$683.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED165,658168,242-2,584-2%$3.8M$3.6M-$203.9K2026-10-13
Wesbanco Bank Inc
INCREASED162,819157,588+5,231+3%$3.6M$3.6M-$75.3K2026-11-04
Allworth Financial LP
INCREASED159,865152,586+7,279+5%$3.5M$3.7M+$168.5K2026-11-06
Horst & Graben Wealth Management LLC
DECREASED144,972163,562-18,590-11%$3.8M$3.2M-$584.6K2026-11-02
Facet Wealth, Inc.
INCREASED136,539133,593+2,946+2%$3.1M$3.0M-$96.5K2026-11-04
Sharkey, Howes & Javer
DECREASED129,613141,884-12,271-9%$3.3M$2.8M-$440.4K2026-10-22
Savant Capital, LLC
INCREASED123,762122,399+1,363+1%$2.8M$2.7M-$117.8K2026-11-06
Farther Finance Advisors, LLC
INCREASED121,753114,811+6,942+6%$2.7M$2.7M+$13.8K2026-10-08
Brookstone Capital Management
INCREASED117,807100,273+17,534+17%$2.3M$2.6M+$263.8K2026-10-22
Merit Financial Group, LLC
INCREASED117,134108,907+8,227+8%$2.5M$2.6M+$49.2K2026-11-06
Schmidt P J Investment Management Inc
INCREASED106,44367,452+38,991+58%$1.6M$2.3M+$774.3K2026-11-02
Archer Investment Management, LLC
INCREASED103,98879,609+24,379+31%$1.8M$2.3M+$439.0K2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED103,03197,349+5,682+6%$2.3M$2.3M+$7.2K2026-11-05
Kestra Advisory Services, LLC
INCREASED84,15562,220+21,935+35%$1.4M$1.8M+$406.3K2026-11-02
Birchbrook, Inc.
INCREASED75,74074,185+1,555+2%$1.7M$1.7M-$55.4K2026-10-14
SigFig Wealth Management, LLC
INCREASED73,03371,806+1,227+2%$1.7M$1.6M-$68.2K2026-10-07
Concurrent Investment Advisors, LLC
DECREASED71,15072,441-1,291-2%$1.7M$1.6M-$115.7K2026-10-16
Vision Capital Management, Inc.
INCREASED66,72161,063+5,658+9%$1.4M$1.5M+$50.5K2026-10-20
Affinity Capital Advisors, LLC
INCREASED63,69337,533+26,160+70%$865.9K$1.4M+$534.4K2026-10-13
Skyline Advisors, Inc.
INCREASED63,69262,842+850+1%$1.5M$1.4M-$57.2K2026-11-03
Midwest Financial Partners Investments, Inc.
INCREASED63,47961,409+2,070+3%$1.4M$1.4M-$28.7K2026-10-08
Jnba Financial Advisors
INCREASED61,77858,470+3,308+6%$1.4M$1.4M+$2.1K2026-11-03
RCS Financial Planning, LLC
INCREASED61,28458,299+2,985+5%$1.3M$1.3M-$4.8K2026-10-14
Private Wealth Management Group, LLC
INCREASED60,31555,901+4,414+8%$1.3M$1.3M+$29.4K2026-10-19
Diversify Wealth Management, LLC
INCREASED55,77740,473+15,304+38%$920.0K$1.2M+$317.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED55,77740,473+15,304+38%$920.0K$1.2M+$317.8K2026-10-20
Rossby Financial, LCC
DECREASED55,73284,767-29,035-34%$2.0M$1.2M-$739.4K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED55,37752,667+2,710+5%$1.2M$1.2M-$4.1K2026-10-21
Trilogy Capital Inc.
INCREASED51,88750,520+1,367+3%$1.2M$1.1M-$31.0K2026-10-20
MGO One Seven LLC
INCREASED50,97844,057+6,921+16%$1.0M$1.1M+$98.7K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED49,97947,894+2,085+4%$1.1M$1.1M-$12.0K2026-10-27
RFG Advisory, LLC
INCREASED47,72547,230+495+1%$1.1M$1.0M-$46.1K2026-11-03
Truist Financial Corp
DECREASED47,49047,569-790%$1.1M$1.0M-$59.1K2026-10-30
Kestra Private Wealth Services, LLC
DECREASED46,27354,704-8,431-15%$1.3M$1.0M-$251.0K2026-11-06
White Lighthouse Investment Management Inc.
DECREASED43,23346,388-3,155-7%$1.1M$948.7K-$125.2K2026-10-21
Willow Creek Wealth Management Inc.
INCREASED43,07341,103+1,970+5%$951.6K$945.2K-$6.4K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED41,24135,106+6,135+17%$812.7K$905.0K+$92.3K2026-11-04
GC Wealth Management RIA, LLC
INCREASED40,16539,492+673+2%$914.3K$881.4K-$32.9K2026-11-02
Hoxton Planning & Management, LLC
INCREASED36,71930,515+6,204+20%$706.5K$805.8K+$99.3K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED36,56034,914+1,646+5%$808.3K$802.3K-$6.0K2026-10-13
Navigation Group, LLC
INCREASED36,54335,097+1,446+4%$812.5K$801.9K-$10.6K2026-10-28
Schneider Downs Wealth Management Advisors, LP
DECREASED36,40638,910-2,504-6%$900.8K$798.9K-$101.9K2026-10-27
Payden & Rygel
UNCHANGED35,55735,55700%$823.0K$780-$822.2K2026-10-28
Neumann Capital Management, LLC
NEW30,950—+30,950——$679.2K—2026-10-15
Traveka Wealth, LLC
INCREASED30,66229,071+1,591+5%$673.0K$672.9K-$1562026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED29,65529,664-90%$686.8K$650.8K-$36.0K2026-10-19
Evergreen Private Wealth LLC
INCREASED28,57225,095+3,477+14%$581.0K$627.0K+$46.0K2026-10-30
Focus Financial Network, Inc.
INCREASED28,21826,749+1,469+5%$619.3K$619.2K-$482026-10-14
Kelsey Financial, LLC
DECREASED28,16741,767-13,600-33%$967.0K$618.1K-$348.8K2026-10-28
UMB Bank, n.a.
UNCHANGED25,72925,72900%$595.7K$564.6K-$31.0K2026-11-06
Asempa Wealth Advisors
INCREASED24,80412,354+12,450+101%$286.0K$543.7K+$257.7K2026-10-07
Tempus Wealth Planning, LLC
DECREASED24,23724,695-458-2%$571.7K$531.9K-$39.8K2026-10-14
Gradient Investments LLC
DECREASED23,64426,515-2,871-11%$613.9K$518.9K-$95.0K2026-10-08
LexAurum Advisors, LLC
DECREASED23,47926,098-2,619-10%$604.2K$515.2K-$89.0K2026-10-19
American Financial & TAX Strategies Inc
UNCHANGED23,47123,47100%$543.4K$515.1K-$28.3K2026-10-16
Beacon Financial Group
INCREASED23,31122,867+444+2%$529.4K$511.6K-$17.8K2026-10-19
Wells Financial Advisors Inc
UNCHANGED23,04523,04500%$533.5K$505.7K-$27.8K2026-11-02
Peak Financial Management, Inc.
UNCHANGED22,14522,14500%$512.7K$486.0K-$26.7K2026-10-16
Sofi Wealth, LLC
DECREASED21,79261,965-40,173-65%$1.4M$478.2K-$956.4K2026-10-27
Endeavor Private Wealth, Inc.
DECREASED21,71021,811-1010%$505.0K$476.4K-$28.5K2026-11-05
Aprio Wealth Management, LLC
DECREASED20,94130,233-9,292-31%$699.9K$459.5K-$240.4K2026-10-28
Cornerstone Planning Group LLC
INCREASED20,76219,053+1,709+9%$433.5K$456.4K+$22.9K2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED20,32620,209+117+1%$467.9K$446.1K-$21.8K2026-10-20
One Wealth Capital Management, LLC
DECREASED20,01528,287-8,272-29%$654.9K$439.2K-$215.7K2026-10-23
CX Institutional
NEW19,940—+19,940——$438—2026-10-02
JB Capital LLC
INCREASED19,62817,643+1,985+11%$408.5K$430.7K+$22.3K2026-10-19
Higgins & Schmidt Wealth Strategies LLC
INCREASED19,26317,635+1,628+9%$408.3K$422.7K+$14.5K2026-10-26
Ascent Group, LLC
INCREASED18,71417,897+817+5%$414.3K$410.7K-$3.7K2026-10-30
Choreo, LLC
DECREASED18,54919,301-752-4%$446.8K$407.1K-$39.8K2026-10-28
True Link Financial Advisors, LLC
INCREASED18,53417,667+867+5%$409.0K$406.7K-$2.3K2026-10-27
Golden State Wealth Management, LLC
INCREASED18,44518,272+173+1%$423.0K$404.8K-$18.3K2026-11-02
Absolute Capital Management, LLC
INCREASED17,79317,243+550+3%$399.2K$390.5K-$8.7K2026-10-16
Occidental Asset Management, LLC
INCREASED17,24515,634+1,611+10%$361.9K$378.4K+$16.5K2026-11-05
MBE Wealth Management, LLC
DECREASED16,52119,209-2,688-14%$444.7K$362.6K-$82.2K2026-10-26
Portfolio Resources Advisor Group, Inc.
INCREASED16,39112,091+4,300+36%$279.9K$359.7K+$79.8K2026-10-20
XY Planning Network, Inc.
INCREASED15,68015,596+84+1%$361.1K$344.1K-$17.0K2026-10-14
Five Pine Wealth Management
INCREASED15,57814,207+1,371+10%$328.9K$341.9K+$12.9K2026-10-20
Maia Wealth LLC
INCREASED15,40215,317+85+1%$354.6K$338.0K-$16.6K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED14,78312,964+1,819+14%$300.1K$324.4K+$24.3K2026-10-22
Spectrum Planning & Advisory Services Inc.
DECREASED14,30614,807-501-3%$342.8K$313.9K-$28.9K2026-11-05
TME Financial, Inc.
INCREASED14,2379,081+5,156+57%$210.2K$312.4K+$102.2K2026-10-14
Braun-Bostich & Associates Inc.
DECREASED14,19614,890-694-5%$344.7K$311.5K-$33.2K2026-10-20
Keener Financial Planning LLC
DECREASED14,03021,246-7,216-34%$491.0K$307.9K-$183.1K2026-11-06
Shore Point Advisors, LLC
NEW13,791—+13,791——$302.7K—2026-10-14
Capital Investment Advisory Services, LLC
NEW13,703—+13,703——$300.7K—2026-10-30
Capital Asset Advisory Services LLC
INCREASED13,57111,848+1,723+15%$274.3K$303.2K+$28.9K2026-10-30
Atria Investments, Inc
DECREASED13,29814,301-1,003-7%$331.1K$291.8K-$39.3K2026-10-15
SAX Wealth Advisors, LLC
INCREASED12,82412,515+309+2%$289.6K$281.4K-$8.1K2026-10-13
PNC Financial Services Group, Inc.
INCREASED12,8083,335+9,473+284%$77.2K$281.1K+$203.9K2026-11-06
Williams Financial, LLC
DECREASED12,45716,173-3,716-23%$374.4K$273.4K-$101.1K2026-10-19
Halbert Hargrove Global Advisors, LLC
UNCHANGED12,10212,10200%$280.2K$265.6K-$14.6K2026-10-16
Baker Avenue Asset Management, LP
INCREASED11,94711,915+32+0%$275.8K$262.2K-$13.7K2026-11-06
Nottingham Advisors, Inc.
DECREASED11,16212,135-973-8%$277.1K$244.7K-$32.4K2026-10-29
Klaas Financial Asset Advisors, LLC
UNCHANGED10,94310,94300%$253.3K$240.1K-$13.2K2026-10-19
Finley Financial, LLC
UNCHANGED10,85010,85000%$251.2K$237.8K-$13.4K2026-10-28
Buttonwood Financial Group, LLC
DECREASED10,75611,108-352-3%$257.2K$235.9K-$21.2K2026-10-16
Chicago Partners Investment Group LLC
NEW10,706—+10,706——$238.4K—2026-10-27
Morton Brown Family Wealth, LLC
INCREASED10,70410,680+24+0%$247.3K$234.9K-$12.4K2026-10-23
Elevatus Welath Management
NEW10,671—+10,671——$234.2K—2026-10-19
Midwest Capital Advisors, LLC
INCREASED10,66710,544+123+1%$244.1K$234.1K-$10.0K2026-11-04
Fifth Third Bancorp
DECREASED10,52110,643-122-1%$246.4K$230.9K-$15.5K2026-11-05
Guardian Financial Partners, LLC
NEW10,397—+10,397——$228.2K—2026-11-04
PFG Advisors
DECREASED10,36510,708-343-3%$247.9K$227.5K-$20.5K2026-10-16
Rockport Wealth LLC
UNCHANGED10,33110,33100%$239.2K$226.7K-$12.5K2026-11-03
Soltis Investment Advisors LLC
NEW10,301—+10,301——$226.1K—2026-10-28
CFS Investment Advisory Services, LLC
INCREASED10,22610,046+180+2%$231.8K$224.3K-$7.5K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED10,2129,737+475+5%$225.4K$224.1K-$1.3K2026-11-05
Apollon Wealth Management, LLC
NEW10,095—+10,095——$221.5K—2026-10-23
Warner Financial, Inc
INCREASED9,8789,827+51+1%$227.5K$216.8K-$10.7K2026-11-06
Integrity Alliance, Llc.
NEW9,666—+9,666——$212.1K—2026-10-29
Goldstein Advisors, LLC
INCREASED9,6229,594+28+0%$222.1K$211.2K-$11.0K2026-10-15
WBH Advisory Inc
INCREASED9,5138,652+861+10%$200.3K$208.8K+$8.5K2026-11-05
Two West Capital Advisors LLC
DECREASED9,41410,086-672-7%$230.3K$206.9K-$23.4K2026-10-15
Moors & Cabot, Inc.
NEW9,385—+9,385——$206.0K—2026-11-06
Wedbush Securities Inc
DECREASED9,3569,417-61-1%$218.0K$205-$217.8K2026-10-22
Uptick Partners, LLC
DECREASED9,2549,788-534-5%$226.6K$203.1K-$23.5K2026-11-04
JFS Wealth Advisors, LLC
INCREASED8,6228,560+62+1%$198.2K$189.2K-$9.0K2026-11-03
Citigroup Inc
INCREASED8,2096,620+1,589+24%$153.3K$180.1K+$26.9K2026-11-04
Larson Financial Group LLC
DECREASED6,97010,036-3,066-31%$232.3K$153.0K-$79.4K2026-11-05
Acropolis Investment Management, LLC
INCREASED6,5456,495+50+1%$150.4K$143.6K-$6.7K2026-10-08
Fairway Wealth LLC
INCREASED6,4446,369+75+1%$147.5K$141.4K-$6.0K2026-10-30
Clearstead Advisors, LLC
NEW5,991—+5,991——$131.5K—2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED5,92017,517-11,597-66%$405.5K$129.9K-$275.6K2026-11-03
Gen-Wealth Partners Inc
INCREASED4,6094,040+569+14%$93.5K$101.1K+$7.6K2026-11-04
American Capital Advisory, LLC
INCREASED3,4893,013+476+16%$69.7K$76.6K+$6.8K2026-10-28
Balance Wealth Partners LLC
NEW3,370—+3,370——$73.9K—2026-10-27
Evolution Wealth Management Inc.
DECREASED2,9393,839-900-23%$88.9K$64.5K-$24.4K2026-10-28
Parallel Advisors, LLC
INCREASED2,6552,486+169+7%$57.6K$58.3K+$6932026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED2,6172,522+95+4%$58.4K$57.4K-$9722026-10-28
Birch Financial Group, LLC
NEW2,542—+2,542——$55.8K—2026-10-27
First Bancorp, Inc
UNCHANGED2,3742,37400%$55.0K$52.1K-$2.9K2026-10-26
Creative Financial Designs Inc
INCREASED2,046797+1,249+157%$18.5K$44.9K+$26.5K2026-11-04
CoreCap Advisors, LLC
DECREASED1,8041,982-178-9%$46.0K$39.6K-$6.4K2026-10-08
IFP Advisors, Inc
INCREASED1,7461,426+320+22%$33.0K$38.3K+$5.3K2026-10-16
Buck Wealth Strategies, LLC
DECREASED1,7161,868-152-8%$43.2K$37.7K-$5.6K2026-10-28
US Bancorp \de\
DECREASED1,6891,748-59-3%$40.5K$37.1K-$3.4K2026-11-05
Mather Group, Llc.
INCREASED1,4851,331+154+12%$30.8K$32.6K+$1.8K2026-10-14
West Branch Capital LLC
NEW1,039—+1,039——$22.8K—2026-10-20
North Star Investment Management Corp.
INCREASED1,0361,024+12+1%$23.7K$22.7K-$9742026-10-27
Physician Wealth Advisors, Inc.
DECREASED8741,698-824-49%$39.3K$19.2K-$20.1K2026-10-20
Eastern Bank
DECREASED8185,777-4,959-86%$133.7K$18.0K-$115.8K2026-10-05
DT Investment Partners, LLC
INCREASED686646+40+6%$15.0K$15.1K+$992026-10-27
MJT & Associates Financial Advisory Group, Inc.
INCREASED642585+57+10%$13.5K$14.1K+$5452026-10-07
Bangor Savings Bank
INCREASED383370+13+4%$8.6K$8.4K-$1612026-10-06
Latitude Advisors, LLC
NEW206—+206——$4.5K—2026-10-27
Blueline Advisors LLC
INCREASED182138+44+32%$3.2K$4.0K+$8022026-10-15
Key Capital Management, Inc
INCREASED161155+6+4%$3.6K$3.5K-$552026-11-03
Community Bank, N.A.
UNCHANGED14614600%$3.4K$3.2K-$1762026-11-06
Lodestone Wealth Management LLC
INCREASED8887+1+1%$2.0K$1.9K-$832026-10-14
Barrett & Company, Inc.
UNCHANGED585800%$1.3K$1.3K-$702026-10-22
Triumph Capital Management
UNCHANGED565600%$1.3K$1.2K-$672026-10-14
Silver Grove Financial Group, Inc.
INCREASED75+2+40%$120$157+$372026-11-05
Level Financial Advisors
CLOSED020,448-20,448-100%$473.4K$0-$473.4K2026-10-13
Dynamic Advisor Solutions LLC
CLOSED016,799-16,799-100%$388.9K$0-$388.9K2026-10-13
Zenith Solutions, Inc.
CLOSED011,940-11,940-100%$276.4K$0-$276.4K2026-10-19
Axxcess Wealth Management, LLC
CLOSED011,848-11,848-100%$274.3K$0-$274.3K2026-10-21
Patriot Financial Group Insurance Agency, LLC
CLOSED011,022-11,022-100%$255.2K$0-$255.2K2026-10-14
Centurion Wealth Management LLC
CLOSED010,873-10,873-100%$251.7K$0-$251.7K2026-10-13
Csenge Advisory Group
CLOSED09,855-9,855-100%$228.2K$0-$228.2K2026-11-04
Strategic Blueprint, LLC
CLOSED09,761-9,761-100%$226.0K$0-$226.0K2026-10-22
GreatBanc Trust Co
CLOSED09,000-9,000-100%$208.4K$0-$208.4K2026-11-04
Brooklyn FI, LLC
CLOSED05,007-5,007-100%$113.9K$0-$113.9K2026-11-05
GGM Financial LLC
CLOSED04,060-4,060-100%$94.0K$0-$94.0K2026-11-05
Milestone Investment Advisors LLC
CLOSED03,000-3,000-100%$69.5K$0-$69.5K2026-11-05
Kroeger Financial Partners
CLOSED01,317-1,317-100%$30.5K$0-$30.5K2026-10-19
Wellington Grp LLC
CLOSED01,213-1,213-100%$28.1K$0-$28.1K2026-11-06
NBT Bank, N.A.
CLOSED01,142-1,142-100%$26.4K$0-$26.4K2026-10-21
Maseco LLP
CLOSED0105-105-100%$2.4K$0-$2.4K2026-10-27
Gleason Group, Inc.
CLOSED013-13-100%$310$0-$3102026-10-15
Envestnet Asset Management Inc
N/A—7,198,860-7,198,860-100%$166.7M———
Wealthfront Advisers LLC
N/A—4,479,955-4,479,955-100%$103.7M———
JPMorgan Chase & Co
N/A—4,370,382-4,370,382-100%$101.7M———
UBS Group AG
N/A—3,268,082-3,268,082-100%$75.7M———
Betterment LLC
N/A—1,701,109-1,701,109-100%$39.4M———
Ameriprise Financial Inc
N/A—1,625,101-1,625,101-100%$37.6M———
Envestnet Portfolio Solutions, Inc.
N/A—1,555,509-1,555,509-100%$36.0M———
FMR LLC
N/A—1,106,589-1,106,589-100%$25.6M———
Acorns Advisers, LLC
N/A—1,092,474-1,092,474-100%$25.3M———
Morgan Stanley
N/A—860,284-860,284-100%$19.9M———
Cetera Investment Advisers
N/A—754,331-754,331-100%$17.5M———
UBS Asset Management Americas LLC
N/A—571,391-571,391-100%$13.2M———
Wells Fargo & Company
N/A—515,182-515,182-100%$11.9M———
Bank of America Corp
N/A—404,070-404,070-100%$9.4M———
MML Investors Services, LLC
N/A—396,953-396,953-100%$9.2M———
Mercer Global Advisors Inc
N/A—377,815-377,815-100%$8.7M———
Royal Bank of Canada
N/A—296,316-296,316-100%$6.9M———
One Wealth Advisors, LLC
N/A—294,788-294,788-100%$6.8M———
Raymond James Financial Inc
N/A—283,494-283,494-100%$6.6M———
Financial Engines Advisors L.L.C.
N/A—268,637-268,637-100%$6.2M———
Avise Financial Cooperative, Inc.
N/A—238,683-238,683-100%$5.5M———
Janney Montgomery Scott LLC
N/A—214,518-214,518-100%$5.0M———
NewEdge Advisors, LLC
N/A—197,981-197,981-100%$4.6M———
Composition Wealth, LLC
N/A—192,466-192,466-100%$4.5M———
OneDigital Investment Advisors LLC
N/A—191,247-191,247-100%$4.4M———
Flputnam Investment Management Co
N/A—184,489-184,489-100%$4.3M———
Equitable Holdings, Inc.
N/A—176,209-176,209-100%$4.1M———
GeoWealth Management, LLC
N/A—153,203-153,203-100%$3.5M———
United Capital Financial Advisors, LLC
N/A—148,123-148,123-100%$3.4M———
HSBC Holdings PLC
N/A—98,495-98,495-100%$2.3M———
Fiduciary Trust Co
N/A—98,288-98,288-100%$2.3M———
Summit Wealth Group, LLC
N/A—97,913-97,913-100%$2.3M———
Davis Wealth Advisors, LLC
N/A—86,847-86,847-100%$2.0M———
Osaic Holdings, Inc.
N/A—83,239-83,239-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—73,459-73,459-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—69,877-69,877-100%$1.6M———
Sanctuary Advisors, LLC
N/A—66,196-66,196-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—61,304-61,304-100%$1.4M———
HighTower Advisors, LLC
N/A—60,921-60,921-100%$1.4M———
World Investment Advisors
N/A—58,612-58,612-100%$1.4M———
Advisory Services Network, LLC
N/A—57,658-57,658-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—56,259-56,259-100%$1.3M———
One Capital Management, LLC
N/A—53,084-53,084-100%$1.2M———
Citadel Advisors LLC
N/A—52,256-52,256-100%$1.2M———
Jane Street Group, LLC
N/A—48,950-48,950-100%$1.1M———
Jones Financial Companies Lllp
N/A—48,543-48,543-100%$1.1M———
Stock Yards Bank & Trust Co
N/A—44,530-44,530-100%$1.0M———
Ameritas Investment Partners, Inc.
N/A—43,051-43,051-100%$996.7K———
Captrust Financial Advisors
N/A—42,218-42,218-100%$977.4K———
Theory Financial LLC
N/A—41,371-41,371-100%$957.8K———
Stifel Financial Corp
N/A—40,806-40,806-100%$944.7K———
Wealth Alliance, LLC
N/A—36,128-36,128-100%$836.4K———
Van Hulzen Asset Management, LLC
N/A—34,308-34,308-100%$794.3K———
Turner Financial Group, Inc.
N/A—34,293-34,293-100%$793.9K———
Cerity Partners LLC
N/A—34,187-34,187-100%$791.5K———
&partners
N/A—33,848-33,848-100%$783.4K———
LifePlan Investment Advisors, Inc.
N/A—33,753-33,753-100%$781.4K———
RWA Wealth Partners, LLC
N/A—33,548-33,548-100%$776.7K———
Focus Partners Advisor Solutions, LLC
N/A—33,214-33,214-100%$769.0K———
Venturi Wealth Management, LLC
N/A—32,145-32,145-100%$744.2K———
Gateway Wealth Partners, LLC
N/A—31,692-31,692-100%$733.7K———
Continuum Advisory, LLC
N/A—31,208-31,208-100%$722.5K———
MA Private Wealth
N/A—30,107-30,107-100%$697.0K———
Savvy Advisors, Inc.
N/A—29,786-29,786-100%$689.6K———
Keystone Financial Services
N/A—23,977-23,977-100%$555.1K———
Sequoia Financial Advisors, LLC
N/A—23,943-23,943-100%$554.3K———
Capital Analysts, LLC
N/A—20,388-20,388-100%$472.0K———
Proffitt & Goodson Inc
N/A—19,840-19,840-100%$459.3K———
Napier Financial, LLC
N/A—19,338-19,338-100%$447.7K———
Bragg Financial Advisors, Inc
N/A—19,229-19,229-100%$445.2K———
American Money Management, LLC
N/A—19,132-19,132-100%$442.9K———
Cornerstone Financial Management LLC
N/A—17,344-17,344-100%$401.5K———
FSB Premier Wealth Management, Inc.
N/A—17,255-17,255-100%$399.5K———
SageView Advisory Group, LLC
N/A—16,663-16,663-100%$385.8K———
AE Wealth Management LLC
N/A—16,537-16,537-100%$382.9K———
Talisman Wealth Advisors LLC
N/A—16,478-16,478-100%$381.5K———
Carr Financial Group Corp
N/A—16,321-16,321-100%$377.9K———
Spirepoint Private Client, LLC
N/A—16,275-16,275-100%$376.8K———
Private Advisor Group, LLC
N/A—15,939-15,939-100%$369.0K———
Blue Edge Capital, LLC
N/A—15,565-15,565-100%$360.4K———
Focus Partners Wealth
N/A—15,130-15,130-100%$350.3K———
Regal Investment Advisors LLC
N/A—15,119-15,119-100%$350.0K———
Arax Advisory Partners
N/A—14,389-14,389-100%$333.1K———
RED Reef Advisors LLC
N/A—14,159-14,159-100%$327.8K———
EQ LLC
N/A—14,111-14,111-100%$326.7K———
Benjamin Edwards Inc
N/A—14,019-14,019-100%$324.6K———
Tribridge Partners Financial LLC
N/A—13,355-13,355-100%$303.6K———
Wealthgarden F.S. LLC
N/A—12,175-12,175-100%$281.9K———
Pine Valley Investments Ltd Liability Co
N/A—12,108-12,108-100%$280.3K———
Kingsview Wealth Management, LLC
N/A—11,800-11,800-100%$273.2K———
Harbour Investments, Inc.
N/A—11,681-11,681-100%$270.4K———
Perennial Investment Advisors, LLC
N/A—11,511-11,511-100%$266.5K———
Retirement Income Solutions, Inc
N/A—10,842-10,842-100%$250.9K———
Rockefeller Capital Management L.P.
N/A—10,728-10,728-100%$248.4K———
Fairlight Advisors
N/A—10,650-10,650-100%$246.6K———
Curtis Wealth Management LLC
N/A—10,581-10,581-100%$245.0K———
Vestmark Advisory Solutions, Inc.
N/A—10,190-10,190-100%$235.9K———
Godfrey Financial Associates, Inc.
N/A—10,090-10,090-100%$233.6K———
Western Wealth Management, LLC
N/A—10,040-10,040-100%$232.4K———
Resolute Wealth Advisor, Inc.
N/A—9,976-9,976-100%$230.8K———
Veridan Wealth LLC
N/A—9,824-9,824-100%$227.4K———
Legacy Financial Group LLC
N/A—9,808-9,808-100%$227.1K———
Advyzon Investment Management, LLC
N/A—9,693-9,693-100%$224.4K———
Hilltop Partners LLC
N/A—9,580-9,580-100%$221.8K———
GTS Financial, LLC
N/A—9,538-9,538-100%$221.6K———
Capasso Planning Partners LLC
N/A—9,342-9,342-100%$216.3K———
Sovereign Financial Group, Inc.
N/A—8,921-8,921-100%$206.5K———
Stratos Wealth Partners, Ltd.
N/A—8,880-8,880-100%$205.6K———
Wharton Business Group, LLC
N/A—8,760-8,760-100%$202.8K———
Transamerica Financial Advisors, LLC
N/A—8,666-8,666-100%$200.6K———
Manning & Napier Advisors LLC
N/A—8,551-8,551-100%$199.0K———
Blair William & Co
N/A—7,755-7,755-100%$179.5K———
Cary Street Partners Investment Advisory LLC
N/A—7,275-7,275-100%$168.4K———
Founders Financial Alliance, LLC
N/A—6,586-6,586-100%$152.5K———
Financial Gravity Companies, Inc.
N/A—5,228-5,228-100%$121.0K———
Cary Street Partners Financial LLC
N/A—4,796-4,796-100%$111.0K———
BlackRock, Inc.
N/A—4,555-4,555-100%$105.5K———
Investors Portfolio Services LLC
N/A—3,793-3,793-100%$87.8K———
SHP Wealth Management
N/A—3,558-3,558-100%$82.4K———
Millstone Evans Group, LLC
N/A—3,209-3,209-100%$74.3K———
Ameriflex Group, Inc.
N/A—2,569-2,569-100%$59.5K———
Aptus Capital Advisors, LLC
N/A—2,287-2,287-100%$52.9K———
Glassy Mountain Advisors, Inc.
N/A—2,011-2,011-100%$46.6K———
Centennial Bank
N/A—1,800-1,800-100%$41.7K———
Global Retirement Partners, LLC
N/A—1,069-1,069-100%$24.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,065-1,065-100%$24.7K———
Geneos Wealth Management Inc.
N/A—1,027-1,027-100%$23.8K———
Crewe Advisors LLC
N/A—880-880-100%$20.4K———
O'shaughnessy Asset Management, LLC
N/A—854-854-100%$19.8K———
Kilter Group LLC
N/A—824-824-100%$19.1K———
FAS Wealth Partners, Inc.
N/A—705-705-100%$16.3K———
1 North Wealth Services LLC
N/A—545-545-100%$12.6K———
National Bank of Canada
N/A—433-433-100%$10.0K———
Northwestern Mutual Wealth Management Co
N/A—271-271-100%$6.3K———
Timbuktu Capital Management, LLC
N/A—213-213-100%$4.9K———
GW&K Investment Management, LLC
N/A—93-93-100%$2———
JPL Wealth Management, LLC
N/A—38-38-100%$880———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$22———
Showing 323 of 323 institutions