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Ishares Core Msci DEV Mkts (IDEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares20,664,324 from 18,680,588
Change+1,983,736 (+11%)
Value$1.8B (+$186.3M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares18,452,311 from 18,754,418
Change-302,107 (-2%)
Value$1.7B (-$18.2M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares5,199,604 from 4,999,266
Change+200,338 (+4%)
Value$465.3M (+$20.3M)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares3,473,167 from 3,499,288
Change-26,121 (-1%)
Value$310.8M (-$927.9K)
Filed 2026-11-06
MCF Advisors LLC
INCREASED
Shares2,602,918 from 2,228,297
Change+374,621 (+17%)
Value$232.9M (+$34.6M)
Filed 2026-10-28
Bank of Finland
DECREASED
Shares2,258,855 from 3,302,434
Change-1,043,579 (-32%)
Value$202.1M (-$91.8M)
Filed 2026-10-07
LPL Financial LLC
INCREASED
Shares2,249,630 from 2,064,106
Change+185,524 (+9%)
Value$201.3M (+$17.6M)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares2,146,036 from 1,867,431
Change+278,605 (+15%)
Value$192.0M (+$25.8M)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares1,684,843 from 1,648,519
Change+36,324 (+2%)
Value$150.8M (+$4.0M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,673,505 from 1,640,074
Change+33,431 (+2%)
Value$149.7M (+$3.8M)
Filed 2026-10-21
Fund Evaluation Group, LLC
NEW
Shares1,647,302
Change+1,647,302
Value$147.4M
Filed 2026-11-05
Auto-Owners Insurance Co
DECREASED
Shares1,522,000 from 2,412,000
Change-890,000 (-37%)
Value$136.2M (-$78.5M)
Filed 2026-10-15
TFC Financial Management, Inc.
DECREASED
Shares1,361,174 from 1,377,805
Change-16,631 (-1%)
Value$121.8M (-$840.6K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
INCREASED
Shares1,318,710 from 1,286,823
Change+31,887 (+2%)
Value$117.6M (+$3.0M)
Filed 2026-10-30
Nixon Peabody Trust Co
INCREASED
Shares1,114,184 from 1,106,955
Change+7,229 (+1%)
Value$99.7M (+$1.2M)
Filed 2026-10-23
Foster Group, Inc.
INCREASED
Shares797,757 from 789,394
Change+8,363 (+1%)
Value$71.4M (+$1.1M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares630,981 from 661,030
Change-30,049 (-5%)
Value$56.5M (-$2.4M)
Filed 2026-11-02
Riversedge Advisors, LLC
DECREASED
Shares620,887 from 661,655
Change-40,768 (-6%)
Value$55.6M (-$3.3M)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
INCREASED
Shares587,963 from 559,664
Change+28,299 (+5%)
Value$52.6M (+$2.8M)
Filed 2026-11-02
Arrow Financial Corp
INCREASED
Shares572,476 from 567,490
Change+4,986 (+1%)
Value$51.2M (+$712.8K)
Filed 2026-10-26
Amarillo National Bank
DECREASED
Shares571,281 from 602,848
Change-31,567 (-5%)
Value$51.1M (-$2.5M)
Filed 2026-10-23
Financial Planning Navigators Corp
NEW
Shares571,031
Change+571,031
Value$51.1M
Filed 2026-10-14
Standpoint Asset Management, LLC
INCREASED
Shares507,300 from 472,600
Change+34,700 (+7%)
Value$45.4M (+$3.3M)
Filed 2026-10-16
Acropolis Investment Management, LLC
INCREASED
Shares459,425 from 10,188
Change+449,237 (+4409%)
Value$41.1M (+$40.2M)
Filed 2026-10-08
Stockman Wealth Management, Inc.
INCREASED
Shares444,685 from 438,997
Change+5,688 (+1%)
Value$39.8M (+$715.3K)
Filed 2026-10-27
Veery Capital, LLC
INCREASED
Shares440,132 from 433,737
Change+6,395 (+1%)
Value$39.4M (+$776.1K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED
Shares427,803 from 374,293
Change+53,510 (+14%)
Value$38.3M (+$5.0M)
Filed 2026-10-13
Ddfg, Inc
INCREASED
Shares411,959 from 404,354
Change+7,605 (+2%)
Value$36.9M (+$870.5K)
Filed 2026-10-15
AAF Wealth Management, LLC
INCREASED
Shares411,957 from 408,779
Change+3,178 (+1%)
Value$36.9M (+$476.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares409,996 from 387,981
Change+22,015 (+6%)
Value$36.7K (-$34.5M)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares369,253 from 367,270
Change+1,983 (+1%)
Value$33.0M (+$350.1K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares340,298 from 325,273
Change+15,025 (+5%)
Value$30.4M (+$1.5M)
Filed 2026-10-22
Fortitude Family Office, LLC
INCREASED
Shares340,029 from 306,418
Change+33,611 (+11%)
Value$30.4M (+$3.2M)
Filed 2026-10-14
MBL Wealth, LLC
INCREASED
Shares339,615 from 312,873
Change+26,742 (+9%)
Value$30.4M (+$2.5M)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares313,397 from 302,361
Change+11,036 (+4%)
Value$28.0M (+$1.1M)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares298,958 from 277,046
Change+21,912 (+8%)
Value$26.5M (+$1.9M)
Filed 2026-10-15
Mueller Wealth, LLC
INCREASED
Shares295,422 from 270,659
Change+24,763 (+9%)
Value$26.4M (+$2.3M)
Filed 2026-11-05
Kondo Wealth Advisors, Inc.
INCREASED
Shares292,723 from 288,994
Change+3,729 (+1%)
Value$26.2M (+$469.5K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares289,146 from 237,146
Change+52,000 (+22%)
Value$25.9M (+$4.8M)
Filed 2026-11-02
Able Financial Group, LLC
INCREASED
Shares285,046 from 264,255
Change+20,791 (+8%)
Value$25.5M (+$2.0M)
Filed 2026-10-14
Aerodigm Wealth, LLC
INCREASED
Shares275,688 from 274,303
Change+1,385 (+1%)
Value$24.7M (+$252.9K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares274,512 from 267,531
Change+6,981 (+3%)
Value$24.6M (+$750.4K)
Filed 2026-11-02
Northwest Wealth Management, LLC
INCREASED
Shares267,447 from 258,286
Change+9,161 (+4%)
Value$23.9M (+$941.1K)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares263,741 from 213,098
Change+50,643 (+24%)
Value$23.6M (+$4.6M)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares263,621 from 183,269
Change+80,352 (+44%)
Value$23.6M (+$7.3M)
Filed 2026-10-23
Columbus Macro, LLC
INCREASED
Shares242,532 from 242,353
Change+179 (+0%)
Value$21.7M (+$130.0K)
Filed 2026-10-14
Vision Capital Management, Inc.
DECREASED
Shares237,191 from 238,266
Change-1,075 (0%)
Value$21.2M (+$15.8K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
INCREASED
Shares233,099 from 221,366
Change+11,733 (+5%)
Value$20.9M (+$1.2M)
Filed 2026-10-20
Securian Asset Management, Inc
UNCHANGED
Shares231,229 from 231,229
Change0 (0%)
Value$20.7M (+$127.2K)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
INCREASED
Shares227,169 from 227,080
Change+89 (+0%)
Value$20.3M (+$114.7K)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares221,707 from 284,074
Change-62,367 (-22%)
Value$19.8M (-$5.4M)
Filed 2026-10-28
Squire Investment Management Company, LLC
INCREASED
Shares215,664 from 201,400
Change+14,264 (+7%)
Value$19.3M (+$1.4M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares215,545 from 75,431
Change+140,114 (+186%)
Value$19.3M (+$12.6M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares208,345 from 126,402
Change+81,943 (+65%)
Value$18.6M (+$7.4M)
Filed 2026-11-06
Courier Capital LLC
INCREASED
Shares202,991 from 171,049
Change+31,942 (+19%)
Value$18.2M (+$2.9M)
Filed 2026-10-19
Missouri Trust & Investment Co
DECREASED
Shares199,678 from 199,952
Change-274 (0%)
Value$17.9M (-$226.5K)
Filed 2026-11-04
Friday Financial
INCREASED
Shares199,509 from 167,276
Change+32,233 (+19%)
Value$17.7M (+$2.7M)
Filed 2026-10-09
rebel Financial LLC
INCREASED
Shares196,860 from 99,608
Change+97,252 (+98%)
Value$17.6M (+$8.7M)
Filed 2026-11-04
Crane Advisory, LLC
INCREASED
Shares194,159 from 193,146
Change+1,013 (+1%)
Value$17.4M (+$144.9K)
Filed 2026-10-13
Peirce Capital Management, LLC
INCREASED
Shares190,515 from 189,919
Change+596 (+0%)
Value$17.0M (+$142.6K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
INCREASED
Shares182,530 from 141,161
Change+41,369 (+29%)
Value$16.3M (+$3.8M)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares181,902 from 173,530
Change+8,372 (+5%)
Value$16.3M (+$830.6K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares178,327 from 162,670
Change+15,657 (+10%)
Value$16.0M (+$1.5M)
Filed 2026-11-06
Aspirean Wealth, LLC
DECREASED
Shares177,916 from 179,490
Change-1,574 (-1%)
Value$15.9M (-$56.5K)
Filed 2026-11-03
Oak Root LLC
UNCHANGED
Shares171,318 from 171,318
Change0 (0%)
Value$15.3M (+$80.5K)
Filed 2026-10-09
Heritage Investment Group, Inc.
INCREASED
Shares170,686 from 162,064
Change+8,622 (+5%)
Value$15.3M (+$847.7K)
Filed 2026-11-03
FDx Advisors, Inc.
DECREASED
Shares167,778 from 171,645
Change-3,867 (-2%)
Value$15.0M (-$265.0K)
Filed 2026-11-05
Solstein Capital, LLC
INCREASED
Shares152,239 from 151,954
Change+285 (+0%)
Value$13.6M (+$96.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares149,032 from 118,333
Change+30,699 (+26%)
Value$13.2M (+$2.6M)
Filed 2026-10-13
Family Wealth Partners, LLC
INCREASED
Shares148,939 from 142,445
Change+6,494 (+5%)
Value$13.3M (+$648.0K)
Filed 2026-10-20
Alliance Private Wealth, LLC
DECREASED
Shares148,592 from 151,550
Change-2,958 (-2%)
Value$13.3M (-$193.5K)
Filed 2026-10-20
First National Bank Sioux Falls
DECREASED
Shares145,838 from 247,915
Change-102,077 (-41%)
Value$13.0M (-$9.0M)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
INCREASED
Shares145,148 from 134,874
Change+10,274 (+8%)
Value$13.0M (+$982.7K)
Filed 2026-10-08
Brady Martz Wealth Solutions, LLC
INCREASED
Shares143,861 from 134,086
Change+9,775 (+7%)
Value$12.9M (+$937.7K)
Filed 2026-11-05
True North Advisors, LLC
DECREASED
Shares143,819 from 146,012
Change-2,193 (-1%)
Value$12.9M (-$127.6K)
Filed 2026-10-22
Tenzing Financial LLC
INCREASED
Shares142,883 from 140,394
Change+2,489 (+2%)
Value$12.7M (+$16.5K)
Filed 2026-11-03
JGP Wealth Management, LLC
INCREASED
Shares140,783 from 122,942
Change+17,841 (+15%)
Value$12.6M (+$1.7M)
Filed 2026-10-13
Prism Planning Partners LLC
INCREASED
Shares139,545 from 127,728
Change+11,817 (+9%)
Value$12.5M (+$1.1M)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares138,709 from 253,880
Change-115,171 (-45%)
Value$12.4M (-$10.2M)
Filed 2026-10-27
Aspiriant, LLC
INCREASED
Shares137,499 from 116,285
Change+21,214 (+18%)
Value$12.3M (+$2.0M)
Filed 2026-10-16
LTS Liquid Investments LLC
UNCHANGED
Shares137,075 from 137,075
Change0 (0%)
Value$12.3M (+$64.4K)
Filed 2026-10-23
Sterling Manor Financial, LLC
NEW
Shares135,998
Change+135,998
Value$12.2M
Filed 2026-10-21
Brown Wealth Management, LLC
INCREASED
Shares134,582 from 128,558
Change+6,024 (+5%)
Value$12.0M (+$599.5K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares134,498 from 132,087
Change+2,411 (+2%)
Value$12.0M (+$214.6K)
Filed 2026-11-06
First Security Investment Management, Inc.
INCREASED
Shares134,440 from 129,318
Change+5,122 (+4%)
Value$12.0M (+$519.1K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares131,642 from 125,381
Change+6,261 (+5%)
Value$11.8M (+$619.2K)
Filed 2026-10-29
Klaas Financial Asset Advisors, LLC
DECREASED
Shares131,350 from 135,939
Change-4,589 (-3%)
Value$11.8M (-$346.7K)
Filed 2026-10-19
Peterson Wealth Advisors, LLC
DECREASED
Shares128,339 from 130,185
Change-1,846 (-1%)
Value$11.5M (-$104.0K)
Filed 2026-10-08
Sagespring Wealth Partners, LLC
DECREASED
Shares127,660 from 128,897
Change-1,237 (-1%)
Value$11.4M (-$50.1K)
Filed 2026-10-22
Norris Perne & French LLP
INCREASED
Shares119,900 from 119,639
Change+261 (+0%)
Value$10.7M (+$79.6K)
Filed 2026-10-23
FAI Advisors, Inc.
INCREASED
Shares119,633 from 103,647
Change+15,986 (+15%)
Value$10.7M (+$1.5M)
Filed 2026-10-27
Nova R Wealth, Inc.
INCREASED
Shares118,227 from 117,014
Change+1,213 (+1%)
Value$10.6M (+$163.5K)
Filed 2026-10-26
National Wealth Management Group, LLC
INCREASED
Shares116,888 from 116,723
Change+165 (+0%)
Value$10.5M (+$69.6K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares115,467 from 99,366
Change+16,101 (+16%)
Value$10.3M (+$1.5M)
Filed 2026-11-05
Legacy Private Trust Co.
UNCHANGED
Shares110,211 from 110,211
Change0 (0%)
Value$9.9M (+$51.8K)
Filed 2026-10-06
MBA Advisors LLC
INCREASED
Shares108,928 from 98,981
Change+9,947 (+10%)
Value$9.7M (+$936.6K)
Filed 2026-10-29
Steele Capital Management, Inc.
DECREASED
Shares108,444 from 109,178
Change-734 (-1%)
Value$9.7M (-$14.4K)
Filed 2026-11-02
Kaufman Rossin Wealth, LLC
INCREASED
Shares105,600 from 103,095
Change+2,505 (+2%)
Value$9.4M (+$253.0K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares103,202 from 97,096
Change+6,106 (+6%)
Value$9.2M (+$592.0K)
Filed 2026-10-23
Nolet Wealth Management, LLC
DECREASED
Shares100,894 from 100,895
Change-1 (0%)
Value$9.0M (+$47.3K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares96,992 from 96,323
Change+669 (+1%)
Value$8.7M (+$105.1K)
Filed 2026-10-15
Wedmont Private Capital
UNCHANGED
Shares95,637 from 95,637
Change0 (0%)
Value$8.5M (-$101.4K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares91,241 from 89,352
Change+1,889 (+2%)
Value$8.2M (+$211.0K)
Filed 2026-10-22
Omni 360 Wealth, Inc.
DECREASED
Shares89,289 from 93,948
Change-4,659 (-5%)
Value$8.0M (-$372.7K)
Filed 2026-10-13
Compass Wealth Management, LLC
INCREASED
Shares88,768 from 80,187
Change+8,581 (+11%)
Value$7.9M (+$805.5K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
INCREASED
Shares87,006 from 85,238
Change+1,768 (+2%)
Value$7.8M (+$198.3K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares85,937 from 50,536
Change+35,401 (+70%)
Value$7.7M (+$3.2M)
Filed 2026-10-16
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares85,328 from 85,711
Change-383 (0%)
Value$7.6M (+$6.0K)
Filed 2026-10-26
Alps Advisors Inc
UNCHANGED
Shares84,580 from 84,580
Change0 (0%)
Value$7.6M (+$39.8K)
Filed 2026-11-03
David J Yvars Group
DECREASED
Shares84,024 from 85,913
Change-1,889 (-2%)
Value$7.5M (-$128.7K)
Filed 2026-10-09
Worth Asset Management, LLC
NEW
Shares83,575
Change+83,575
Value$7.5M
Filed 2026-10-07
Old National Bancorp
INCREASED
Shares82,727 from 82,655
Change+72 (+0%)
Value$7.4M (+$45.3K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
INCREASED
Shares82,107 from 73,605
Change+8,502 (+12%)
Value$7.3M (+$795.4K)
Filed 2026-10-27
CogentBlue Wealth Advisors, LLC
DECREASED
Shares78,365 from 80,021
Change-1,656 (-2%)
Value$7.0M (-$110.6K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares75,670 from 78,178
Change-2,508 (-3%)
Value$6.8M (-$187.7K)
Filed 2026-10-21
HBE Wealth Management, LLC
INCREASED
Shares74,825 from 73,346
Change+1,479 (+2%)
Value$6.7M (+$166.9K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares74,479 from 34,857
Change+39,622 (+114%)
Value$6.7M (+$3.6M)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares73,271 from 73,282
Change-11 (0%)
Value$6.6M (+$33.5K)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares71,895 from 65,560
Change+6,335 (+10%)
Value$6.4M (+$597.7K)
Filed 2026-10-07
Elevate Wealth Advisory, Inc
INCREASED
Shares69,141 from 64,235
Change+4,906 (+8%)
Value$6.2M (+$469.2K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares69,028 from 67,293
Change+1,735 (+3%)
Value$6.2M (+$186.9K)
Filed 2026-10-30
Equity Wealth Partners, LLC
INCREASED
Shares68,977 from 68,749
Change+228 (+0%)
Value$6.2M (+$52.7K)
Filed 2026-10-26
Tanager Wealth Management LLP
INCREASED
Shares68,847 from 68,555
Change+292 (+0%)
Value$6.2M (+$58.3K)
Filed 2026-10-19
Cosner Financial Group, LLC
INCREASED
Shares65,694 from 62,365
Change+3,329 (+5%)
Value$5.9M (+$327.2K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares64,828 from 64,228
Change+600 (+1%)
Value$5.8M (+$83.9K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares63,999 from 30,777
Change+33,222 (+108%)
Value$5.7M (+$3.0M)
Filed 2026-10-08
Asset Dedication, LLC
INCREASED
Shares63,372 from 60,580
Change+2,792 (+5%)
Value$5.7M (+$278.3K)
Filed 2026-11-03
Arsenal Capital Advisors LLC
INCREASED
Shares62,295 from 52,146
Change+10,149 (+19%)
Value$5.6M (+$932.7K)
Filed 2026-11-02
Allstreet Capital Advisors LLC
INCREASED
Shares61,258 from 59,987
Change+1,271 (+2%)
Value$5.5M (+$141.9K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares57,433 from 61,904
Change-4,471 (-7%)
Value$5.1M (-$371.0K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares56,022 from 36,283
Change+19,739 (+54%)
Value$5.0K (-$3.2M)
Filed 2026-10-26
Arbor Investment Advisors, LLC
DECREASED
Shares55,111 from 55,529
Change-418 (-1%)
Value$4.9M (-$11.3K)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
INCREASED
Shares54,258 from 51,361
Change+2,897 (+6%)
Value$4.9M (+$283.4K)
Filed 2026-11-05
RHS Financial, LLC
INCREASED
Shares50,971 from 38,877
Change+12,094 (+31%)
Value$4.6M (+$1.1M)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED
Shares49,571 from 50,154
Change-583 (-1%)
Value$4.4M (-$28.6K)
Filed 2026-10-21
R. W. Roge & Company, Inc.
DECREASED
Shares49,557 from 64,329
Change-14,772 (-23%)
Value$4.4M (-$1.3M)
Filed 2026-11-04
FF Advisors,LLC
DECREASED
Shares49,137 from 49,324
Change-187 (0%)
Value$4.4M (+$6.5K)
Filed 2026-10-21
Probity Advisors, Inc.
DECREASED
Shares47,677 from 48,002
Change-325 (-1%)
Value$4.3M (-$6.5K)
Filed 2026-10-23
K2 Financial Inc.
INCREASED
Shares46,945 from 22,310
Change+24,635 (+110%)
Value$4.2M (+$2.2M)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares46,835 from 34,487
Change+12,348 (+36%)
Value$4.2M (+$1.1M)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares45,756 from 43,707
Change+2,049 (+5%)
Value$4.1M (+$186.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares45,756 from 43,707
Change+2,049 (+5%)
Value$4.1M (+$186.4K)
Filed 2026-10-20
Advus Financial Partners, LLC
DECREASED
Shares44,933 from 45,306
Change-373 (-1%)
Value$4.0M (-$12.1K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares44,500 from 48,052
Change-3,552 (-7%)
Value$4.0M (-$298.6K)
Filed 2026-10-23
Strid Group, LLC
UNCHANGED
Shares44,094 from 44,094
Change0 (0%)
Value$3.9M (+$20.7K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares40,384 from 33,336
Change+7,048 (+21%)
Value$3.6M (+$646.3K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares40,215 from 33,401
Change+6,814 (+20%)
Value$3.6M (+$625.4K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares39,721 from 6,524
Change+33,197 (+509%)
Value$3.5M (+$3.0M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares39,644 from 33,810
Change+5,834 (+17%)
Value$3.5M (+$537.9K)
Filed 2026-11-05
Greenspring Advisors, LLC
DECREASED
Shares39,296 from 40,086
Change-790 (-2%)
Value$3.5M (-$51.8K)
Filed 2026-11-05
Defined Wealth Management, LLC
INCREASED
Shares39,226 from 39,194
Change+32 (+0%)
Value$3.5M (+$21.3K)
Filed 2026-10-19
Diversified Enterprises, LLC
INCREASED
Shares38,785 from 27,453
Change+11,332 (+41%)
Value$3.5M (+$1.0M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares38,325 from 36,077
Change+2,248 (+6%)
Value$3.4M (+$218.1K)
Filed 2026-10-16
Belleair Asset Management, LLC
INCREASED
Shares35,446 from 34,297
Change+1,149 (+3%)
Value$3.2M (+$118.9K)
Filed 2026-11-03
Tenet Wealth Partners, LLC
INCREASED
Shares35,412 from 34,046
Change+1,366 (+4%)
Value$3.2M (+$123.9K)
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares34,281 from 34,481
Change-200 (-1%)
Value$3.1M (-$1.7K)
Filed 2026-10-28
Towne Trust Company, N.a
INCREASED
Shares32,731 from 32,249
Change+482 (+1%)
Value$2.9M (+$58.3K)
Filed 2026-10-28
Karras Company, Inc.
DECREASED
Shares32,720 from 32,916
Change-196 (-1%)
Value$2.9M (-$2.1K)
Filed 2026-10-16
Beam Wealth Advisors, Inc.
DECREASED
Shares32,550 from 32,705
Change-155 (0%)
Value$2.9M (+$1.5K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares32,051 from 33,803
Change-1,752 (-5%)
Value$2.9M (-$140.9K)
Filed 2026-11-04
RF&L Wealth Management, LLC
INCREASED
Shares31,352 from 31,106
Change+246 (+1%)
Value$2.8M (+$36.6K)
Filed 2026-10-20
Lauterbach Financial Advisors, LLC
INCREASED
Shares31,207 from 30,933
Change+274 (+1%)
Value$2.8M (+$39.1K)
Filed 2026-10-21
B&D White Capital Company, LLC
UNCHANGED
Shares30,765 from 30,765
Change0 (0%)
Value$2.8M (+$14.5K)
Filed 2026-11-02
Hoge Financial Services, LLC
DECREASED
Shares29,888 from 30,199
Change-311 (-1%)
Value$2.7M (-$13.6K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares26,819 from 25,717
Change+1,102 (+4%)
Value$2.4M (+$110.7K)
Filed 2026-10-29
FC Advisory LLC
INCREASED
Shares26,759 from 26,340
Change+419 (+2%)
Value$2.4M (+$49.9K)
Filed 2026-10-05
Chicago Capital, LLC
DECREASED
Shares25,617 from 25,744
Change-127 (0%)
Value$2.3M (+$736)
Filed 2026-10-13
Mann Financial Group, Inc.
INCREASED
Shares25,317 from 21,107
Change+4,210 (+20%)
Value$2.3M (+$386.6K)
Filed 2026-10-15
Ehrlich Financial Group
DECREASED
Shares25,244 from 25,349
Change-105 (0%)
Value$2.3M (+$2.5K)
Filed 2026-10-20
FWG Investments, Llc.
DECREASED
Shares24,855 from 26,154
Change-1,299 (-5%)
Value$2.2M (-$103.9K)
Filed 2026-11-03
CGN Advisors LLC
INCREASED
Shares23,673 from 22,789
Change+884 (+4%)
Value$2.1M (+$89.8K)
Filed 2026-10-21
United Financial Planning Group LLC
DECREASED
Shares23,270 from 23,377
Change-107 (0%)
Value$2.1M (+$1.5K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED
Shares23,125 from 21,929
Change+1,196 (+5%)
Value$2.1M (+$117.3K)
Filed 2026-10-16
Sigma Investment Counselors Inc
INCREASED
Shares22,459 from 21,341
Change+1,118 (+5%)
Value$2.0M (+$110.1K)
Filed 2026-10-27
Atwater Malick LLC
UNCHANGED
Shares22,314 from 22,314
Change0 (0%)
Value$2.0M (+$10.5K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares22,267 from 20,545
Change+1,722 (+8%)
Value$2.0M (+$163.7K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares21,655 from 21,802
Change-147 (-1%)
Value$1.9M (-$2.9K)
Filed 2026-10-19
E&G Advisors, LLC
INCREASED
Shares21,467 from 21,274
Change+193 (+1%)
Value$1.9M (+$27.3K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares21,382 from 21,309
Change+73 (+0%)
Value$1.9M (+$16.5K)
Filed 2026-11-05
Sage Mountain Advisors LLC
UNCHANGED
Shares20,686 from 20,686
Change0 (0%)
Value$1.9M (+$9.7K)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
DECREASED
Shares20,529 from 22,853
Change-2,324 (-10%)
Value$1.8M (-$197.2K)
Filed 2026-10-28
Rede Wealth, LLC
INCREASED
Shares20,435 from 19,364
Change+1,071 (+6%)
Value$1.8M (+$104.9K)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares20,282 from 20,235
Change+47 (+0%)
Value$1.8M (+$13.7K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares20,226 from 17,490
Change+2,736 (+16%)
Value$1.8M (+$253.0K)
Filed 2026-10-26
BXM Wealth LLC
UNCHANGED
Shares20,100 from 20,100
Change0 (0%)
Value$1.8M (+$9.4K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares20,023 from 17,800
Change+2,223 (+12%)
Value$1.8M (+$207.3K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares19,525 from 11,335
Change+8,190 (+72%)
Value$1.7M (+$738.2K)
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
DECREASED
Shares19,126 from 19,774
Change-648 (-3%)
Value$1.7M (-$48.7K)
Filed 2026-10-05
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares19,064 from 19,161
Change-97 (-1%)
Value$1.7M (+$326)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares18,410 from 18,516
Change-106 (-1%)
Value$1.6M (-$8.6K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares17,981 from 15,830
Change+2,151 (+14%)
Value$1.6M (+$199.9K)
Filed 2026-10-22
Evensky & Katz LLC
DECREASED
Shares17,826 from 17,996
Change-170 (-1%)
Value$1.6K (-$1.6M)
Filed 2026-10-27
F&V Capital Management, LLC
DECREASED
Shares17,820 from 17,920
Change-100 (-1%)
Value$1.6K (-$1.6M)
Filed 2026-10-19
Arlington Financial Advisors, LLC
NEW
Shares17,443
Change+17,443
Value$1.6M
Filed 2026-10-19
Arista Wealth Management, LLC
INCREASED
Shares17,383 from 16,767
Change+616 (+4%)
Value$1.6M (+$63.0K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares16,870 from 12,865
Change+4,005 (+31%)
Value$1.5M (+$368.0K)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares16,711 from 17,263
Change-552 (-3%)
Value$1.5M (-$41.3K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares16,419 from 2,436
Change+13,983 (+574%)
Value$1.5M (+$1.3M)
Filed 2026-11-04
Independent Wealth Network Inc.
INCREASED
Shares16,261 from 15,114
Change+1,147 (+8%)
Value$1.5M (+$109.7K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares15,894 from 20,455
Change-4,561 (-22%)
Value$1.4M (-$398.5K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares15,869 from 14,677
Change+1,192 (+8%)
Value$1.4M (+$109.0K)
Filed 2026-11-05
Mogy Joel R Investment Counsel Inc
INCREASED
Shares15,830 from 5,965
Change+9,865 (+165%)
Value$1.4M (+$885.5K)
Filed 2026-10-13
Verum Partners LLC
UNCHANGED
Shares15,533 from 15,533
Change0 (0%)
Value$1.4M (+$7.3K)
Filed 2026-10-21
Kingdom Financial Group Llc.
DECREASED
Shares15,070 from 15,350
Change-280 (-2%)
Value$1.3M (-$17.9K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares15,037 from 15,031
Change+6 (+0%)
Value$1.3M (+$4.1K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares14,932 from 13,633
Change+1,299 (+10%)
Value$1.3M (+$122.6K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares14,785 from 12,284
Change+2,501 (+20%)
Value$1.3M (+$229.6K)
Filed 2026-10-05
Veltria Advisors Corp.
INCREASED
Shares14,757 from 13,182
Change+1,575 (+12%)
Value$1.3M (+$147.1K)
Filed 2026-11-05
Interchange Capital Partners, LLC
DECREASED
Shares14,120 from 15,370
Change-1,250 (-8%)
Value$1.3M (-$104.6K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares14,055 from 12,993
Change+1,062 (+8%)
Value$1.3M (+$101.1K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares13,989 from 13,989
Change0 (0%)
Value$1.3M (+$6.6K)
Filed 2026-10-26
Angeles Wealth Management, LLC
UNCHANGED
Shares13,983 from 13,983
Change0 (0%)
Value$1.3M (+$6.6K)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares13,854 from 13,854
Change0 (0%)
Value$1.2M (+$6.5K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
UNCHANGED
Shares13,804 from 13,804
Change0 (0%)
Value$1.2M (+$6.8K)
Filed 2026-10-19
LexAurum Advisors, LLC
INCREASED
Shares13,659 from 10,314
Change+3,345 (+32%)
Value$1.2M (+$304.2K)
Filed 2026-10-19
Gainplan LLC
INCREASED
Shares13,437 from 12,461
Change+976 (+8%)
Value$1.2M (+$93.2K)
Filed 2026-10-09
Tranquility Partners, LLC
INCREASED
Shares13,410 from 13,344
Change+66 (+0%)
Value$1.2M (+$11.3K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares13,133 from 12,367
Change+766 (+6%)
Value$1.2M (+$74.4K)
Filed 2026-10-29
Human Investing LLC
NEW
Shares13,066
Change+13,066
Value$1.2M
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares12,874 from 13,095
Change-221 (-2%)
Value$1.2M (-$13.6K)
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares12,749 from 12,694
Change+55 (+0%)
Value$1.1M (+$10.9K)
Filed 2026-10-29
Valpey Financial Services, LLC
INCREASED
Shares12,553 from 11,523
Change+1,030 (+9%)
Value$1.1M (+$97.7K)
Filed 2026-10-30
Howard Bailey Securities, LLC
DECREASED
Shares12,489 from 14,663
Change-2,174 (-15%)
Value$1.1M (-$187.6K)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
INCREASED
Shares12,437 from 12,312
Change+125 (+1%)
Value$1.1M (+$16.9K)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares12,338 from 18,833
Change-6,495 (-34%)
Value$1.1M (-$588.4K)
Filed 2026-10-08
Traveka Wealth, LLC
UNCHANGED
Shares12,238 from 12,238
Change0 (0%)
Value$1.1M (+$5.8K)
Filed 2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED
Shares12,125 from 12,125
Change0 (0%)
Value$1.1M (+$5.7K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares11,802 from 11,574
Change+228 (+2%)
Value$1.1M (+$17.7K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
INCREASED
Shares11,652 from 9,359
Change+2,293 (+25%)
Value$1.0M (+$209.6K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares11,644 from 11,199
Change+445 (+4%)
Value$1.0M (+$45.1K)
Filed 2026-11-05
Tactive Advisors, LLC
DECREASED
Shares11,436 from 11,812
Change-376 (-3%)
Value$1.0M (-$28.1K)
Filed 2026-10-08
Cogent Private Wealth, Inc.
UNCHANGED
Shares11,352 from 11,352
Change0 (0%)
Value$1.0M (+$5.3K)
Filed 2026-11-06
J. Team Financial, Inc.
INCREASED
Shares11,259 from 9,070
Change+2,189 (+24%)
Value$1.0M (+$200.0K)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares10,994 from 11,150
Change-156 (-1%)
Value$983.7K (-$8.8K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares10,638 from 10,897
Change-259 (-2%)
Value$952.2K (-$17.7K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares10,547 from 10,547
Change0 (0%)
Value$943.7K (+$5.0K)
Filed 2026-10-30
StoneX Group Inc.
DECREASED
Shares10,116 from 10,684
Change-568 (-5%)
Value$905.2K (-$45.2K)
Filed 2026-11-03
Heck Capital Advisors, LLC
DECREASED
Shares10,067 from 11,395
Change-1,328 (-12%)
Value$900.8K (-$113.5K)
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares10,039 from 10,039
Change0 (0%)
Value$898.3K (+$4.7K)
Filed 2026-10-26
Rossmore Private Capital
UNCHANGED
Shares10,018 from 10,018
Change0 (0%)
Value$896.4K (+$4.7K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares9,910 from 11,010
Change-1,100 (-10%)
Value$886.7K (-$93.3K)
Filed 2026-10-13
Glenview Trust Co
NEW
Shares9,906
Change+9,906
Value$886.4K
Filed 2026-10-28
Lynx Investment Advisory
INCREASED
Shares9,756 from 5,923
Change+3,833 (+65%)
Value$873.0K (+$345.8K)
Filed 2026-10-27
Matisse Capital
UNCHANGED
Shares9,632 from 9,632
Change0 (0%)
Value$861.9K (+$4.5K)
Filed 2026-10-29
Manuka Financial, LLC
UNCHANGED
Shares9,447 from 9,447
Change0 (0%)
Value$860.0K (+$19.1K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares9,444 from 9,783
Change-339 (-3%)
Value$845.0K (-$25.7K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
DECREASED
Shares9,406 from 10,572
Change-1,166 (-11%)
Value$841.6K (-$99.4K)
Filed 2026-10-15
Brighton Jones LLC
INCREASED
Shares9,111 from 7,393
Change+1,718 (+23%)
Value$815.3K (+$157.2K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares8,986 from 8,692
Change+294 (+3%)
Value$804.0K (+$30.3K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,868 from 3,184
Change+5,684 (+179%)
Value$793.5K (+$510.1K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
UNCHANGED
Shares8,844 from 8,844
Change0 (0%)
Value$791.4K (+$4.2K)
Filed 2026-10-14
First Citizens Bank & Trust Co
NEW
Shares8,811
Change+8,811
Value$788.4K
Filed 2026-10-14
UMB Bank, n.a.
UNCHANGED
Shares8,789 from 8,789
Change0 (0%)
Value$786.4K (+$4.1K)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares8,752 from 8,579
Change+173 (+2%)
Value$783.1K (+$19.5K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares8,735 from 9,460
Change-725 (-8%)
Value$781.6K (-$60.4K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares8,364 from 8,364
Change0 (0%)
Value$748.4K (+$3.9K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares8,358 from 8,414
Change-56 (-1%)
Value$747.9K (-$1.1K)
Filed 2026-11-03
Tannin Capital LLC
INCREASED
Shares8,251 from 5,758
Change+2,493 (+43%)
Value$738.3K (+$225.8K)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares8,157 from 8,091
Change+66 (+1%)
Value$729.9K (+$9.7K)
Filed 2026-11-02
Clarity Capital Advisors, LLC
UNCHANGED
Shares8,112 from 8,112
Change0 (0%)
Value$725.8K (+$3.8K)
Filed 2026-10-27
Colton Groome Financial Advisors, LLC
DECREASED
Shares8,006 from 8,069
Change-63 (-1%)
Value$716.4K (-$1.8K)
Filed 2026-10-06
Verus Wealth Management, LLC
UNCHANGED
Shares7,960 from 7,960
Change0 (0%)
Value$712.3K (+$3.7K)
Filed 2026-10-13
Lexington Hill Partners, LLC
UNCHANGED
Shares7,835 from 7,835
Change0 (0%)
Value$701.1K (+$3.7K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
DECREASED
Shares7,782 from 10,010
Change-2,228 (-22%)
Value$694.2K (-$196.8K)
Filed 2026-11-03
Rockwood Wealth Management, LLC
UNCHANGED
Shares7,703 from 7,703
Change0 (0%)
Value$689.3K (+$3.6K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED
Shares7,671 from 7,781
Change-110 (-1%)
Value$686.4K (-$6.2K)
Filed 2026-11-02
James J. Burns & Company, LLC
UNCHANGED
Shares7,560 from 7,560
Change0 (0%)
Value$676.5K (+$3.6K)
Filed 2026-10-22
Elyxium Wealth, LLC
UNCHANGED
Shares7,487 from 7,487
Change0 (0%)
Value$669.9K (+$3.5K)
Filed 2026-10-27
Merited Wealth, LLC
INCREASED
Shares7,389 from 5,624
Change+1,765 (+31%)
Value$661.2K (+$160.6K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares7,343 from 7,766
Change-423 (-5%)
Value$650.3K (-$40.9K)
Filed 2026-10-09
Forte Asset Management LLC
UNCHANGED
Shares7,125 from 7,125
Change0 (0%)
Value$637.5K (+$3.3K)
Filed 2026-10-13
Camelot Technology Advisors, Inc.
UNCHANGED
Shares7,120 from 7,120
Change0 (0%)
Value$637.1K (+$3.3K)
Filed 2026-10-09
Corrado Advisors, LLC
DECREASED
Shares7,089 from 7,256
Change-167 (-2%)
Value$634.4K (-$11.5K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares6,955 from 5,904
Change+1,051 (+18%)
Value$622.3K (+$96.8K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares6,916
Change+6,916
Value$619.0K
Filed 2026-11-03
Everhart Financial Group, Inc.
DECREASED
Shares6,879 from 7,048
Change-169 (-2%)
Value$615.5K (-$11.8K)
Filed 2026-10-08
Sapient Capital LLC
UNCHANGED
Shares6,841 from 6,841
Change0 (0%)
Value$612.1K (+$3.2K)
Filed 2026-10-08
Kavar Capital Partners Group, LLC
UNCHANGED
Shares6,784 from 6,784
Change0 (0%)
Value$607.0K (+$3.2K)
Filed 2026-11-06
Klingman & Associates, LLC
UNCHANGED
Shares6,749 from 6,749
Change0 (0%)
Value$603.9K (+$3.2K)
Filed 2026-10-20
Networth Advisors, LLC
DECREASED
Shares6,524 from 6,924
Change-400 (-6%)
Value$583.8K (-$32.5K)
Filed 2026-11-03
Davidson Investment Advisors
DECREASED
Shares6,437 from 7,118
Change-681 (-10%)
Value$576.0K (-$57.6K)
Filed 2026-10-20
Legacy Trust
NEW
Shares6,419
Change+6,419
Value$572.6K
Filed 2026-11-06
SVB Wealth LLC
INCREASED
Shares6,373 from 6,143
Change+230 (+4%)
Value$570.3K (+$23.5K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares6,349 from 5,872
Change+477 (+8%)
Value$568.2K (+$45.4K)
Filed 2026-11-05
IFG Advisors, LLC
INCREASED
Shares6,300 from 6,112
Change+188 (+3%)
Value$563.7K (+$19.7K)
Filed 2026-10-15
Cogent Strategic Wealth LLC
DECREASED
Shares6,285 from 6,499
Change-214 (-3%)
Value$562.4K (-$16.1K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
UNCHANGED
Shares6,217 from 6,217
Change0 (0%)
Value$556.3K (+$2.9K)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
DECREASED
Shares6,210 from 6,450
Change-240 (-4%)
Value$555.7K (-$18.5K)
Filed 2026-10-09
Altiora Financial Group, LLC
UNCHANGED
Shares6,173 from 6,173
Change0 (0%)
Value$552.3K (+$2.9K)
Filed 2026-11-04
Tortoise Investment Management, LLC
INCREASED
Shares6,150 from 4,100
Change+2,050 (+50%)
Value$550.3K (+$185.4K)
Filed 2026-11-06
Sima Wealth Partners, LLC
DECREASED
Shares6,048 from 6,288
Change-240 (-4%)
Value$541.2K (-$18.5K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares6,019 from 5,761
Change+258 (+4%)
Value$538.6K (+$25.8K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares5,827 from 5,827
Change0 (0%)
Value$521.4K (+$2.7K)
Filed 2026-10-26
Thayer Financial, L.L.C.
DECREASED
Shares5,812 from 6,037
Change-225 (-4%)
Value$515.4K (-$22.0K)
Filed 2026-10-21
Berman McAleer LLC
DECREASED
Shares5,790 from 11,180
Change-5,390 (-48%)
Value$518.1K (-$477.0K)
Filed 2026-10-16
One Day In July LLC
DECREASED
Shares5,782 from 6,632
Change-850 (-13%)
Value$517.4K (-$72.9K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares5,733 from 6,283
Change-550 (-9%)
Value$513.0K (-$46.2K)
Filed 2026-11-04
SFG Wealth Management, Llc.
UNCHANGED
Shares5,718 from 5,718
Change0 (0%)
Value$511.6K (+$2.7K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,683 from 4,045
Change+1,638 (+40%)
Value$508.5K (+$148.5K)
Filed 2026-10-27
Bensler, LLC
INCREASED
Shares5,376 from 4,776
Change+600 (+13%)
Value$481.1K (+$55.9K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares5,362 from 5,362
Change0 (0%)
Value$479.8K (+$2.5K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED
Shares5,320 from 5,028
Change+292 (+6%)
Value$476.0K (+$28.5K)
Filed 2026-10-23
Opulen Financial Group LLC
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$473.2K (+$2.5K)
Filed 2026-10-22
Balefire, LLC
INCREASED
Shares5,287 from 5,121
Change+166 (+3%)
Value$473.1K (+$17.3K)
Filed 2026-10-09
Capstone Wealth Management, LLC
DECREASED
Shares5,231 from 5,284
Change-53 (-1%)
Value$468.1K (-$2.3K)
Filed 2026-11-02
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares5,184 from 5,184
Change0 (0%)
Value$463.9K (+$2.4K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares5,181 from 5,553
Change-372 (-7%)
Value$463.6K (-$30.7K)
Filed 2026-11-04
Mission Wealth Management, LP
NEW
Shares5,134
Change+5,134
Value$459.4K
Filed 2026-10-15
Central Trust Co
DECREASED
Shares5,105 from 5,146
Change-41 (-1%)
Value$456.8K (-$1.3K)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares5,050 from 26,898
Change-21,848 (-81%)
Value$451.9K (-$1.9M)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares5,007 from 4,237
Change+770 (+18%)
Value$448.0K (+$70.8K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares4,982 from 5,236
Change-254 (-5%)
Value$445.8K (-$20.3K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,893 from 4,885
Change+8 (+0%)
Value$437.8K (+$3.0K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$420.6K (+$2.2K)
Filed 2026-10-22
Arcadia Wealth Management, LLC
DECREASED
Shares4,694 from 5,264
Change-570 (-11%)
Value$420.0K (-$48.6K)
Filed 2026-10-22
Independent Financial Group, LLC
UNCHANGED
Shares4,602 from 4,602
Change0 (0%)
Value$411.8K (+$2.2K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,600 from 4,620
Change-20 (0%)
Value$411.6K (+$382)
Filed 2026-10-20
Apeiron RIA LLC
NEW
Shares4,499
Change+4,499
Value$398.9K
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares4,470 from 4,000
Change+470 (+12%)
Value$400.0K (+$43.9K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
NEW
Shares4,467
Change+4,467
Value$399.7K
Filed 2026-10-08
Mascoma Wealth Management LLC
UNCHANGED
Shares4,464 from 4,464
Change0 (0%)
Value$399.4K (+$2.1K)
Filed 2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,416 from 4,965
Change-549 (-11%)
Value$395.1K (-$46.8K)
Filed 2026-10-26
Nicholas Wealth, Llc.
INCREASED
Shares4,400 from 3,519
Change+881 (+25%)
Value$393.7K (+$80.5K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares4,375 from 8,750
Change-4,375 (-50%)
Value$391.5K (-$386.1K)
Filed 2026-10-15
Watershed Private Wealth LLC
DECREASED
Shares4,279 from 4,300
Change-21 (0%)
Value$382.9K (+$142)
Filed 2026-10-30
WMG Financial Advisors, LLC
UNCHANGED
Shares4,249 from 4,249
Change0 (0%)
Value$378.2K ($0)
Filed 2026-10-28
SLT Holdings LLC
NEW
Shares4,243
Change+4,243
Value$379.7K
Filed 2026-10-15
Advisory Solutions Group, LLC
INCREASED
Shares4,222 from 2,369
Change+1,853 (+78%)
Value$377.8K (+$166.9K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
DECREASED
Shares4,222 from 5,786
Change-1,564 (-27%)
Value$377.8K (-$137.2K)
Filed 2026-11-03
Portside Wealth Group, LLC
DECREASED
Shares4,158 from 9,650
Change-5,492 (-57%)
Value$372.1K (-$486.9K)
Filed 2026-10-20
Winter & Associates, Inc.
DECREASED
Shares4,115 from 4,384
Change-269 (-6%)
Value$368.8K (-$21.4K)
Filed 2026-10-23
Montgomery Financial Services LLC
DECREASED
Shares4,110 from 4,276
Change-166 (-4%)
Value$367.8K (-$12.8K)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares4,109 from 3,360
Change+749 (+22%)
Value$367.7K (+$68.6K)
Filed 2026-10-27
NorthLanding Financial Partners, LLC
DECREASED
Shares4,056 from 4,091
Change-35 (-1%)
Value$362.9K (-$1.3K)
Filed 2026-10-15
Bell Investment Advisors, Inc
UNCHANGED
Shares3,937 from 3,937
Change0 (0%)
Value$352.3K (+$1.9K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares3,934 from 3,900
Change+34 (+1%)
Value$352.0K (+$4.9K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares3,902 from 358
Change+3,544 (+990%)
Value$346.0K (+$314.3K)
Filed 2026-11-02
Level Wealth Management LLC
NEW
Shares3,831
Change+3,831
Value$342.8K
Filed 2026-10-23
Commerce Advisors, LLC
UNCHANGED
Shares3,764 from 3,764
Change0 (0%)
Value$336.8K (+$1.8K)
Filed 2026-10-19
Roof Eidam Maycock Peralta, LLC
NEW
Shares3,745
Change+3,745
Value$335.1K
Filed 2026-10-15
Hohimer Wealth Management, LLC
DECREASED
Shares3,743 from 3,752
Change-9 (0%)
Value$334.9K (+$958)
Filed 2026-11-04
Uptick Partners, LLC
INCREASED
Shares3,738 from 3,653
Change+85 (+2%)
Value$334.5K (+$9.3K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,724 from 2,276
Change+1,448 (+64%)
Value$166.2K (+$63.1K)
Filed 2026-11-04
Cypress Financial Planning LLC
DECREASED
Shares3,721 from 3,815
Change-94 (-2%)
Value$333.0K (-$6.6K)
Filed 2026-10-09
Charis Legacy Partners, LLC
UNCHANGED
Shares3,710 from 3,710
Change0 (0%)
Value$332.0K (+$1.7K)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares3,667 from 3,867
Change-200 (-5%)
Value$328.1K (-$16.1K)
Filed 2026-10-21
Secure Asset Management, LLC
UNCHANGED
Shares3,657 from 3,657
Change0 (0%)
Value$327.3K (+$1.7K)
Filed 2026-10-19
Riverbend Wealth Management, LLC
INCREASED
Shares3,656 from 3,634
Change+22 (+1%)
Value$327.1K (+$3.7K)
Filed 2026-10-15
Fiduciary Alliance LLC
INCREASED
Shares3,612 from 3,006
Change+606 (+20%)
Value$323.2K (+$55.6K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
DECREASED
Shares3,605 from 5,344
Change-1,739 (-33%)
Value$322.6K (-$153.1K)
Filed 2026-11-06
AlphaStar Capital Management, LLC
DECREASED
Shares3,578 from 6,865
Change-3,287 (-48%)
Value$320.2K (-$290.9K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
NEW
Shares3,549
Change+3,549
Value$317.6K
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares3,531 from 3,493
Change+38 (+1%)
Value$316.0K (+$5.0K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,515 from 3,646
Change-131 (-4%)
Value$314.5K (-$10.0K)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares3,460 from 3,660
Change-200 (-5%)
Value$309.6K (-$16.2K)
Filed 2026-10-29
Ballast, Inc.
NEW
Shares3,323
Change+3,323
Value$297.3K
Filed 2026-10-20
Inlight Wealth Management, LLC
NEW
Shares3,278
Change+3,278
Value$293.3K
Filed 2026-10-21
Procyon Advisors, LLC
NEW
Shares3,275
Change+3,275
Value$293.0K
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares3,260 from 3,887
Change-627 (-16%)
Value$291.7K (-$54.3K)
Filed 2026-10-19
Enclave Advisors LLC
NEW
Shares3,236
Change+3,236
Value$289.6K
Filed 2026-10-14
PCG Asset Management, LLC
NEW
Shares3,234
Change+3,234
Value$289.4K
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares3,228 from 2,562
Change+666 (+26%)
Value$288.8K (+$60.8K)
Filed 2026-11-03
Aire Advisors, LLC
UNCHANGED
Shares3,208 from 3,208
Change0 (0%)
Value$287.1K (+$1.5K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares3,171
Change+3,171
Value$283.7K
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares3,139 from 3,139
Change0 (0%)
Value$280.9K (+$1.5K)
Filed 2026-11-03
Epiq Partners, LLC
INCREASED
Shares3,131 from 3,065
Change+66 (+2%)
Value$280.2K (+$7.3K)
Filed 2026-10-07
Accredited Investor Services, LLC
INCREASED
Shares3,086 from 2,646
Change+440 (+17%)
Value$276.1K (+$40.6K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
NEW
Shares2,996
Change+2,996
Value$268.1K
Filed 2026-10-13
Mather Group, Llc.
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$267.8K (+$1.4K)
Filed 2026-10-14
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$266.2K (+$1.4K)
Filed 2026-10-23
Postrock Partners LLC
NEW
Shares2,963
Change+2,963
Value$265.1K
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
NEW
Shares2,952
Change+2,952
Value$264.1K
Filed 2026-10-13
Fairman Group, LLC
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$263.9K (+$1.4K)
Filed 2026-10-26
Lakeshore Capital Group, Inc.
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$255.9K (+$1.3K)
Filed 2026-10-20
Golden State Wealth Management, LLC
UNCHANGED
Shares2,828 from 2,828
Change0 (0%)
Value$253.1K (+$1.3K)
Filed 2026-11-02
Harfst & Associates, Inc.
INCREASED
Shares2,825 from 2,725
Change+100 (+4%)
Value$252.8K (+$10.2K)
Filed 2026-10-20
Forteris Wealth Management Inc.
DECREASED
Shares2,790 from 3,220
Change-430 (-13%)
Value$249.7K (-$37.0K)
Filed 2026-10-13
Cypress Capital Group
INCREASED
Shares2,786 from 2,722
Change+64 (+2%)
Value$249.3K (+$7.0K)
Filed 2026-11-03
Quadrant Capital Group LLC
UNCHANGED
Shares2,757 from 2,757
Change0 (0%)
Value$246.5K (+$1.0K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$241.6K (+$1.3K)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares2,681
Change+2,681
Value$239.9K
Filed 2026-10-19
Oppenheimer & Co Inc
NEW
Shares2,680
Change+2,680
Value$239.8K
Filed 2026-10-26
Eagle Rock Investment Company, LLC
NEW
Shares2,642
Change+2,642
Value$236.4K
Filed 2026-10-21
Fermata Advisors, LLC
DECREASED
Shares2,635 from 3,699
Change-1,064 (-29%)
Value$235.8K (-$93.5K)
Filed 2026-10-13
Rose Capital Advisors LLC
NEW
Shares2,498
Change+2,498
Value$223.6K
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares2,498 from 1,651
Change+847 (+51%)
Value$223.5K (+$76.6K)
Filed 2026-10-20
Kachkovsky & Fisher, Inc.
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$221.6K (+$1.2K)
Filed 2026-10-21
Ejmk Ventures LLC
DECREASED
Shares2,468 from 3,562
Change-1,094 (-31%)
Value$220.8K (-$96.2K)
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$217.8K (+$1.1K)
Filed 2026-10-26
Smart Wealth LLC
DECREASED
Shares2,384 from 2,495
Change-111 (-4%)
Value$213.4K (-$8.7K)
Filed 2026-11-04
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$210.8K (+$1.1K)
Filed 2026-10-19
Maseco LLP
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$207.2K (+$1.2K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares2,314 from 661
Change+1,653 (+250%)
Value$207.1K (+$148.2K)
Filed 2026-11-06
Asio Capital, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$205.8K (+$1.1K)
Filed 2026-10-19
Compass Ion Advisors, LLC
DECREASED
Shares2,296 from 2,484
Change-188 (-8%)
Value$205.5K (-$15.7K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares2,281 from 2,835
Change-554 (-20%)
Value$204 (-$48)
Filed 2026-10-27
BostonPremier Wealth LLC
UNCHANGED
Shares2,273 from 2,273
Change0 (0%)
Value$203.4K (+$1.1K)
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares2,264 from 2,339
Change-75 (-3%)
Value$202.6K (-$5.6K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,257 from 1,592
Change+665 (+42%)
Value$202.0K (+$60.3K)
Filed 2026-11-03
Values Added Financial LLC
DECREASED
Shares2,249 from 2,527
Change-278 (-11%)
Value$201.2K (-$23.7K)
Filed 2026-10-28
Hofer & Associates. Inc
NEW
Shares2,246
Change+2,246
Value$201.0K
Filed 2026-10-13
RED Crane Wealth Management, LLC
NEW
Shares2,246
Change+2,246
Value$201.0K
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$198.6K (+$1.0K)
Filed 2026-10-15
Cullen T Bankers, Inc.
INCREASED
Shares1,970 from 1,962
Change+8 (+0%)
Value$176.3K (+$1.6K)
Filed 2026-10-28
Ashton Thomas Securities, LLC
NEW
Shares1,780
Change+1,780
Value$159.3K
Filed 2026-10-26
Trust Co
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$158.2K (+$831)
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares1,743
Change+1,743
Value$156.0K
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares1,737
Change+1,737
Value$155.4K
Filed 2026-10-27
Farmers & Merchants Investments Inc
DECREASED
Shares1,722 from 1,767
Change-45 (-3%)
Value$154.1K (-$3.2K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$140.1K (-$392)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$138.4K (+$728)
Filed 2026-10-30
First Premier Bank
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$138 ($0)
Filed 2026-10-13
Peterson Wealth Management
UNCHANGED
Shares1,388 from 1,388
Change0 (0%)
Value$124.2K (+$652)
Filed 2026-11-06
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$119.6K (+$629)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares1,320 from 1,914
Change-594 (-31%)
Value$118.1K (-$52.3K)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares1,291 from 1,222
Change+69 (+6%)
Value$115.6K (+$6.7K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares1,238 from 1,169
Change+69 (+6%)
Value$110.8K (+$6.7K)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$108.3K (+$568)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
NEW
Shares1,153
Change+1,153
Value$103.2K
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares1,146
Change+1,146
Value$102.5K
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$93.2K (+$489)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$93.0K (+$489)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
NEW
Shares1,032
Change+1,032
Value$92.3K
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$87.3K (+$458)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares969 from 1,735
Change-766 (-44%)
Value$86.7K (-$67.7K)
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares952
Change+952
Value$85.7K
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
NEW
Shares928
Change+928
Value$83.0K
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$76.2K (+$400)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares849 from 1,288
Change-439 (-34%)
Value$76.0K (-$38.7K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares847 from 831
Change+16 (+2%)
Value$75.8K (+$1.8K)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$74.0K ($0)
Filed 2026-11-04
IAG Wealth Partners, LLC
NEW
Shares780
Change+780
Value$69.8K
Filed 2026-11-06
DeDora Capital, Inc.
NEW
Shares721
Change+721
Value$64.5K
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares693 from 323
Change+370 (+115%)
Value$62.0K (+$33.3K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$54.8K (+$288)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares578 from 628
Change-50 (-8%)
Value$52.2K (-$3.7K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
DECREASED
Shares570 from 1,203
Change-633 (-53%)
Value$51.0K (-$56.1K)
Filed 2026-10-23
Fiduciary Advisors, Inc.
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$46.7K (+$245)
Filed 2026-10-16
CX Institutional
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$41 ($0)
Filed 2026-10-02
Raleigh Capital Management Inc.
INCREASED
Shares441 from 352
Change+89 (+25%)
Value$39.4K (+$8.1K)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$39.1K (+$206)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares414 from 138
Change+276 (+200%)
Value$37.1K (+$24.8K)
Filed 2026-11-04
RMG Wealth Management LLC
NEW
Shares408
Change+408
Value$36.4K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares404
Change+404
Value$36.2K
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$35.7K (+$188)
Filed 2026-10-27
West Paces Advisors Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$34.1K (+$179)
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$34.1K (+$179)
Filed 2026-10-28
Armor Investment Advisors, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$33.9K (+$178)
Filed 2026-10-27
Clark Wealth Partners
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$28.6K (+$150)
Filed 2026-10-19
Yankcom Partnership
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$27.5K (+$144)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
NEW
Shares300
Change+300
Value$26.8K
Filed 2026-10-28
Next Level Wealth Planning, LLC
NEW
Shares297
Change+297
Value$26.6K
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares285 from 302
Change-17 (-6%)
Value$25.5K (-$1.3K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$23.3K (+$122)
Filed 2026-10-22
High Note Wealth, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$22.8K (+$119)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares242 from 85
Change+157 (+185%)
Value$21.7K (+$14.1K)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$20.8K (+$71)
Filed 2026-10-30
Prudent Man Investment Management, Inc.
NEW
Shares223
Change+223
Value$20.0K
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.9K (+$94)
Filed 2026-10-07
Contravisory Investment Management, Inc.
NEW
Shares189
Change+189
Value$16.9K
Filed 2026-10-13
Legacy Bridge, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$16.7K (+$88)
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$16.6K (+$88)
Filed 2026-10-27
Arvest Investments, Inc.
NEW
Shares167
Change+167
Value$14.9K
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$14.9K (+$78)
Filed 2026-10-21
SYM Financial Corp
DECREASED
Shares163 from 292
Change-129 (-44%)
Value$14.6K (-$11.4K)
Filed 2026-10-26
SJS Investment Consulting Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$12.7K (+$67)
Filed 2026-10-26
Ascentis Independent Advisors
INCREASED
Shares120 from 13
Change+107 (+823%)
Value$10.7K (+$9.6K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$9.8K (+$52)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$9.7K (+$51)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares100
Change+100
Value$8.9K
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares100 from 126
Change-26 (-21%)
Value$8.9K (-$2.3K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$8.9K (+$47)
Filed 2026-10-09
High Point Wealth Management, LLC
NEW
Shares83
Change+83
Value$7.4K
Filed 2026-11-05
Midwest Capital Advisors, LLC
NEW
Shares74
Change+74
Value$6.6K
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.4K (+$34)
Filed 2026-10-07
Key Capital Management, Inc
DECREASED
Shares69 from 74
Change-5 (-7%)
Value$6.2K (-$413)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.9K (+$31)
Filed 2026-10-16
Downshift Financial, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.7K (+$24)
Filed 2026-10-13
Fairway Wealth LLC
NEW
Shares47
Change+47
Value$4.2K
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.6K (+$19)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.4K (+$17)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.7K (+$14)
Filed 2026-10-05
Deane Retirement Strategies, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (+$12)
Filed 2026-10-09
MV Capital Management, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.7K (+$9)
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (+$8)
Filed 2026-10-15
First Pacific Financial
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-14
DecisionPoint Financial, LLC
NEW
Shares12
Change+12
Value$1.1K
Filed 2026-10-27
IMG Wealth Management, Inc.
NEW
Shares8
Change+8
Value$716
Filed 2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$621 (+$1)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$537 (+$5)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$448 (+$2)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$358
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
NEW
Shares3
Change+3
Value$269
Filed 2026-10-20
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,282,419
Change-1,282,419 (-100%)
Value$0 (-$114.1M)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 10,972
Change-10,972 (-100%)
Value$0 (-$976.6K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 6,869
Change-6,869 (-100%)
Value$0 (-$611.4K)
Filed 2026-10-09
Fisher Asset Management, LLC
CLOSED
Shares0 from 3,685
Change-3,685 (-100%)
Value$0 (-$328.1K)
Filed 2026-11-06
BAM Wealth Management, LLC
CLOSED
Shares0 from 3,607
Change-3,607 (-100%)
Value$0 (-$321.1K)
Filed 2026-10-15
RFG Advisory, LLC
CLOSED
Shares0 from 2,603
Change-2,603 (-100%)
Value$0 (-$231.7K)
Filed 2026-11-03
Wedbush Securities Inc
CLOSED
Shares0 from 2,401
Change-2,401 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-22
CWA Asset Management Group, LLC
CLOSED
Shares0 from 2,270
Change-2,270 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-19
Accel Wealth Management
CLOSED
Shares0 from 2,264
Change-2,264 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-13
Country Trust Bank
CLOSED
Shares0 from 732
Change-732 (-100%)
Value$0 (-$65.2K)
Filed 2026-10-30
Brooklyn FI, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$59.5K)
Filed 2026-11-05
Evolution Wealth Management Inc.
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$32.5K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-16
Morling Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$70)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$89)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$41 (+$1)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 51,849,271
Change-51,849,271 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,205,486
Change-27,205,486 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,125,260
Change-14,125,260 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,986,639
Change-12,986,639 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,759,885
Change-12,759,885 (-100%)
Value—
Bank of Korea
N/A
Shares— from 11,259,397
Change-11,259,397 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,375,948
Change-6,375,948 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,733,645
Change-5,733,645 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,813,450
Change-4,813,450 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,004,183
Change-4,004,183 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,721,879
Change-3,721,879 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3,627,322
Change-3,627,322 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,295,103
Change-3,295,103 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,082,892
Change-3,082,892 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,758,894
Change-2,758,894 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,283,070
Change-2,283,070 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,088,837
Change-2,088,837 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,767,038
Change-1,767,038 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,604,510
Change-1,604,510 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,563,907
Change-1,563,907 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,502,478
Change-1,502,478 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,275,964
Change-1,275,964 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 979,686
Change-979,686 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 971,458
Change-971,458 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 946,087
Change-946,087 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 919,494
Change-919,494 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 830,678
Change-830,678 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 777,307
Change-777,307 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 690,319
Change-690,319 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 672,551
Change-672,551 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 665,118
Change-665,118 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 664,418
Change-664,418 (-100%)
Value—
Starr Indemnity & Liability Co
N/A
Shares— from 606,060
Change-606,060 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 564,751
Change-564,751 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 536,680
Change-536,680 (-100%)
Value—
FMR LLC
N/A
Shares— from 515,938
Change-515,938 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 513,785
Change-513,785 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 493,443
Change-493,443 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 445,140
Change-445,140 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 419,487
Change-419,487 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 400,802
Change-400,802 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 388,432
Change-388,432 (-100%)
Value—
C V Starr & Co Inc
N/A
Shares— from 378,787
Change-378,787 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 366,579
Change-366,579 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 336,665
Change-336,665 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 298,584
Change-298,584 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 290,113
Change-290,113 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 288,552
Change-288,552 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 285,883
Change-285,883 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 268,737
Change-268,737 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 259,897
Change-259,897 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 245,035
Change-245,035 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 236,893
Change-236,893 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 212,751
Change-212,751 (-100%)
Value—
&partners
N/A
Shares— from 197,866
Change-197,866 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 193,001
Change-193,001 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 188,992
Change-188,992 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 175,969
Change-175,969 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 168,393
Change-168,393 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 166,308
Change-166,308 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 166,147
Change-166,147 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 163,313
Change-163,313 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 160,305
Change-160,305 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 154,642
Change-154,642 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 143,247
Change-143,247 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 140,588
Change-140,588 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 125,113
Change-125,113 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 124,419
Change-124,419 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 122,934
Change-122,934 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 120,841
Change-120,841 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 117,827
Change-117,827 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 110,998
Change-110,998 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 106,593
Change-106,593 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 98,449
Change-98,449 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 95,404
Change-95,404 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 94,723
Change-94,723 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 91,459
Change-91,459 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 91,347
Change-91,347 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 91,321
Change-91,321 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 83,023
Change-83,023 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 82,237
Change-82,237 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 80,503
Change-80,503 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 80,004
Change-80,004 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 78,323
Change-78,323 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 76,232
Change-76,232 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 74,064
Change-74,064 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 71,875
Change-71,875 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 67,025
Change-67,025 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 65,649
Change-65,649 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 63,678
Change-63,678 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 61,938
Change-61,938 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 60,328
Change-60,328 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 56,753
Change-56,753 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 55,518
Change-55,518 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 55,246
Change-55,246 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 55,144
Change-55,144 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,609
Change-49,609 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 49,110
Change-49,110 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 45,361
Change-45,361 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 45,171
Change-45,171 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 43,786
Change-43,786 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,222
Change-41,222 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 40,317
Change-40,317 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 40,114
Change-40,114 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,522
Change-39,522 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 39,228
Change-39,228 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 38,730
Change-38,730 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 38,717
Change-38,717 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 38,688
Change-38,688 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 37,387
Change-37,387 (-100%)
Value—
Centennial Bank
N/A
Shares— from 37,015
Change-37,015 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 36,603
Change-36,603 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 35,557
Change-35,557 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 34,998
Change-34,998 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,819
Change-31,819 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 31,677
Change-31,677 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 30,858
Change-30,858 (-100%)
Value—
Stephens Inc
N/A
Shares— from 29,825
Change-29,825 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 29,544
Change-29,544 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 29,524
Change-29,524 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 29,354
Change-29,354 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,086
Change-29,086 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 28,468
Change-28,468 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,217
Change-28,217 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 27,899
Change-27,899 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 26,338
Change-26,338 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 25,581
Change-25,581 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 25,182
Change-25,182 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 24,179
Change-24,179 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,851
Change-23,851 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 23,779
Change-23,779 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 23,574
Change-23,574 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 22,516
Change-22,516 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 19,065
Change-19,065 (-100%)
Value—
Betterment LLC
N/A
Shares— from 18,790
Change-18,790 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 17,698
Change-17,698 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,685
Change-17,685 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 17,124
Change-17,124 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,948
Change-16,948 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,925
Change-16,925 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,940
Change-15,940 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,833
Change-15,833 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 14,899
Change-14,899 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 14,021
Change-14,021 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,745
Change-13,745 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 13,521
Change-13,521 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,762
Change-11,762 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 11,615
Change-11,615 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 11,276
Change-11,276 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 11,063
Change-11,063 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 10,945
Change-10,945 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,828
Change-10,828 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,704
Change-10,704 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 10,455
Change-10,455 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 8,477
Change-8,477 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 8,133
Change-8,133 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 7,519
Change-7,519 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,052
Change-5,052 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 930
Change-930 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 896
Change-896 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 535
Change-535 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 517
Change-517 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 283
Change-283 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 97
Change-97 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 95
Change-95 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 9
Change-9 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
INCREASED20,664,32418,680,588+1,983,736+11%$1.7B$1.8B+$186.3M2026-11-06
Creative Planning
DECREASED18,452,31118,754,418-302,107-2%$1.7B$1.7B-$18.2M2026-11-02
Citigroup Inc
INCREASED5,199,6044,999,266+200,338+4%$445.0M$465.3M+$20.3M2026-11-04
Savant Capital, LLC
DECREASED3,473,1673,499,288-26,121-1%$311.7M$310.8M-$927.9K2026-11-06
MCF Advisors LLC
INCREASED2,602,9182,228,297+374,621+17%$198.3M$232.9M+$34.6M2026-10-28
Bank of Finland
DECREASED2,258,8553,302,434-1,043,579-32%$293.9M$202.1M-$91.8M2026-10-07
LPL Financial LLC
INCREASED2,249,6302,064,106+185,524+9%$183.7M$201.3M+$17.6M2026-11-06
First Command Advisory Services, Inc.
INCREASED2,146,0361,867,431+278,605+15%$166.2M$192.0M+$25.8M2026-11-05
Clearstead Advisors, LLC
INCREASED1,684,8431,648,519+36,324+2%$146.7M$150.8M+$4.0M2026-11-06
Assetmark, Inc
INCREASED1,673,5051,640,074+33,431+2%$146.0M$149.7M+$3.8M2026-10-21
Fund Evaluation Group, LLC
NEW1,647,302—+1,647,302——$147.4M—2026-11-05
Auto-Owners Insurance Co
DECREASED1,522,0002,412,000-890,000-37%$214.7M$136.2M-$78.5M2026-10-15
TFC Financial Management, Inc.
DECREASED1,361,1741,377,805-16,631-1%$122.6M$121.8M-$840.6K2026-10-26
Capital Asset Advisory Services LLC
INCREASED1,318,7101,286,823+31,887+2%$114.5M$117.6M+$3.0M2026-10-30
Nixon Peabody Trust Co
INCREASED1,114,1841,106,955+7,229+1%$98.5M$99.7M+$1.2M2026-10-23
Foster Group, Inc.
INCREASED797,757789,394+8,363+1%$70.3M$71.4M+$1.1M2026-10-13
Commonwealth Equity Services, LLC
DECREASED630,981661,030-30,049-5%$58.8M$56.5M-$2.4M2026-11-02
Riversedge Advisors, LLC
DECREASED620,887661,655-40,768-6%$58.9M$55.6M-$3.3M2026-10-09
Cornerstone Wealth Group, LLC
INCREASED587,963559,664+28,299+5%$49.8M$52.6M+$2.8M2026-11-02
Arrow Financial Corp
INCREASED572,476567,490+4,986+1%$50.5M$51.2M+$712.8K2026-10-26
Amarillo National Bank
DECREASED571,281602,848-31,567-5%$53.7M$51.1M-$2.5M2026-10-23
Financial Planning Navigators Corp
NEW571,031—+571,031——$51.1M—2026-10-14
Standpoint Asset Management, LLC
INCREASED507,300472,600+34,700+7%$42.1M$45.4M+$3.3M2026-10-16
Acropolis Investment Management, LLC
INCREASED459,42510,188+449,237+4409%$906.8K$41.1M+$40.2M2026-10-08
Stockman Wealth Management, Inc.
INCREASED444,685438,997+5,688+1%$39.1M$39.8M+$715.3K2026-10-27
Veery Capital, LLC
INCREASED440,132433,737+6,395+1%$38.6M$39.4M+$776.1K2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED427,803374,293+53,510+14%$33.3M$38.3M+$5.0M2026-10-13
Ddfg, Inc
INCREASED411,959404,354+7,605+2%$36.0M$36.9M+$870.5K2026-10-15
AAF Wealth Management, LLC
INCREASED411,957408,779+3,178+1%$36.4M$36.9M+$476.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED409,996387,981+22,015+6%$34.5M$36.7K-$34.5M2026-11-02
Conrad Siegel Investment Advisors, Inc.
INCREASED369,253367,270+1,983+1%$32.7M$33.0M+$350.1K2026-10-08
Sterling Capital Management LLC
INCREASED340,298325,273+15,025+5%$29.0M$30.4M+$1.5M2026-10-22
Fortitude Family Office, LLC
INCREASED340,029306,418+33,611+11%$27.3M$30.4M+$3.2M2026-10-14
MBL Wealth, LLC
INCREASED339,615312,873+26,742+9%$27.8M$30.4M+$2.5M2026-10-22
Crestwood Advisors Group, LLC
INCREASED313,397302,361+11,036+4%$26.9M$28.0M+$1.1M2026-10-27
AdvisorNet Financial, Inc
INCREASED298,958277,046+21,912+8%$24.7M$26.5M+$1.9M2026-10-15
Mueller Wealth, LLC
INCREASED295,422270,659+24,763+9%$24.1M$26.4M+$2.3M2026-11-05
Kondo Wealth Advisors, Inc.
INCREASED292,723288,994+3,729+1%$25.7M$26.2M+$469.5K2026-10-19
Kestra Advisory Services, LLC
INCREASED289,146237,146+52,000+22%$21.1M$25.9M+$4.8M2026-11-02
Able Financial Group, LLC
INCREASED285,046264,255+20,791+8%$23.5M$25.5M+$2.0M2026-10-14
Aerodigm Wealth, LLC
INCREASED275,688274,303+1,385+1%$24.4M$24.7M+$252.9K2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED274,512267,531+6,981+3%$23.8M$24.6M+$750.4K2026-11-02
Northwest Wealth Management, LLC
INCREASED267,447258,286+9,161+4%$23.0M$23.9M+$941.1K2026-10-30
Truist Financial Corp
INCREASED263,741213,098+50,643+24%$19.0M$23.6M+$4.6M2026-10-30
Citizens Financial Group Inc
INCREASED263,621183,269+80,352+44%$16.3M$23.6M+$7.3M2026-10-23
Columbus Macro, LLC
INCREASED242,532242,353+179+0%$21.6M$21.7M+$130.0K2026-10-14
Vision Capital Management, Inc.
DECREASED237,191238,266-1,0750%$21.2M$21.2M+$15.8K2026-10-20
Relyea Zuckerberg Hanson LLC
INCREASED233,099221,366+11,733+5%$19.7M$20.9M+$1.2M2026-10-20
Securian Asset Management, Inc
UNCHANGED231,229231,22900%$20.6M$20.7M+$127.2K2026-11-06
Global Strategic Investment Solutions, LLC
INCREASED227,169227,080+89+0%$20.2M$20.3M+$114.7K2026-10-16
Founders Financial Securities LLC
DECREASED221,707284,074-62,367-22%$25.3M$19.8M-$5.4M2026-10-28
Squire Investment Management Company, LLC
INCREASED215,664201,400+14,264+7%$17.9M$19.3M+$1.4M2026-11-03
Bank of New York Mellon Corp
INCREASED215,54575,431+140,114+186%$6.7M$19.3M+$12.6M2026-11-05
Kestra Private Wealth Services, LLC
INCREASED208,345126,402+81,943+65%$11.3M$18.6M+$7.4M2026-11-06
Courier Capital LLC
INCREASED202,991171,049+31,942+19%$15.2M$18.2M+$2.9M2026-10-19
Missouri Trust & Investment Co
DECREASED199,678199,952-2740%$18.1M$17.9M-$226.5K2026-11-04
Friday Financial
INCREASED199,509167,276+32,233+19%$15.0M$17.7M+$2.7M2026-10-09
rebel Financial LLC
INCREASED196,86099,608+97,252+98%$8.9M$17.6M+$8.7M2026-11-04
Crane Advisory, LLC
INCREASED194,159193,146+1,013+1%$17.3M$17.4M+$144.9K2026-10-13
Peirce Capital Management, LLC
INCREASED190,515189,919+596+0%$16.9M$17.0M+$142.6K2026-10-19
Premier Path Wealth Partners, LLC
INCREASED182,530141,161+41,369+29%$12.6M$16.3M+$3.8M2026-10-16
Accelerate Investment Advisors LLC
INCREASED181,902173,530+8,372+5%$15.4M$16.3M+$830.6K2026-11-02
Merit Financial Group, LLC
INCREASED178,327162,670+15,657+10%$14.5M$16.0M+$1.5M2026-11-06
Aspirean Wealth, LLC
DECREASED177,916179,490-1,574-1%$16.0M$15.9M-$56.5K2026-11-03
Oak Root LLC
UNCHANGED171,318171,31800%$15.2M$15.3M+$80.5K2026-10-09
Heritage Investment Group, Inc.
INCREASED170,686162,064+8,622+5%$14.4M$15.3M+$847.7K2026-11-03
FDx Advisors, Inc.
DECREASED167,778171,645-3,867-2%$15.3M$15.0M-$265.0K2026-11-05
Solstein Capital, LLC
INCREASED152,239151,954+285+0%$13.5M$13.6M+$96.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED149,032118,333+30,699+26%$10.6M$13.2M+$2.6M2026-10-13
Family Wealth Partners, LLC
INCREASED148,939142,445+6,494+5%$12.7M$13.3M+$648.0K2026-10-20
Alliance Private Wealth, LLC
DECREASED148,592151,550-2,958-2%$13.5M$13.3M-$193.5K2026-10-20
First National Bank Sioux Falls
DECREASED145,838247,915-102,077-41%$22.0M$13.0M-$9.0M2026-10-13
Green Ridge Wealth Planning LLC
INCREASED145,148134,874+10,274+8%$12.0M$13.0M+$982.7K2026-10-08
Brady Martz Wealth Solutions, LLC
INCREASED143,861134,086+9,775+7%$11.9M$12.9M+$937.7K2026-11-05
True North Advisors, LLC
DECREASED143,819146,012-2,193-1%$13.0M$12.9M-$127.6K2026-10-22
Tenzing Financial LLC
INCREASED142,883140,394+2,489+2%$12.7M$12.7M+$16.5K2026-11-03
JGP Wealth Management, LLC
INCREASED140,783122,942+17,841+15%$10.9M$12.6M+$1.7M2026-10-13
Prism Planning Partners LLC
INCREASED139,545127,728+11,817+9%$11.4M$12.5M+$1.1M2026-10-27
Convergence Financial, LLC
DECREASED138,709253,880-115,171-45%$22.6M$12.4M-$10.2M2026-10-27
Aspiriant, LLC
INCREASED137,499116,285+21,214+18%$10.4M$12.3M+$2.0M2026-10-16
LTS Liquid Investments LLC
UNCHANGED137,075137,07500%$12.2M$12.3M+$64.4K2026-10-23
Sterling Manor Financial, LLC
NEW135,998—+135,998——$12.2M—2026-10-21
Brown Wealth Management, LLC
INCREASED134,582128,558+6,024+5%$11.4M$12.0M+$599.5K2026-10-20
Allworth Financial LP
INCREASED134,498132,087+2,411+2%$11.8M$12.0M+$214.6K2026-11-06
First Security Investment Management, Inc.
INCREASED134,440129,318+5,122+4%$11.5M$12.0M+$519.1K2026-11-05
Integrity Alliance, Llc.
INCREASED131,642125,381+6,261+5%$11.2M$11.8M+$619.2K2026-10-29
Klaas Financial Asset Advisors, LLC
DECREASED131,350135,939-4,589-3%$12.1M$11.8M-$346.7K2026-10-19
Peterson Wealth Advisors, LLC
DECREASED128,339130,185-1,846-1%$11.6M$11.5M-$104.0K2026-10-08
Sagespring Wealth Partners, LLC
DECREASED127,660128,897-1,237-1%$11.5M$11.4M-$50.1K2026-10-22
Norris Perne & French LLP
INCREASED119,900119,639+261+0%$10.6M$10.7M+$79.6K2026-10-23
FAI Advisors, Inc.
INCREASED119,633103,647+15,986+15%$9.2M$10.7M+$1.5M2026-10-27
Nova R Wealth, Inc.
INCREASED118,227117,014+1,213+1%$10.4M$10.6M+$163.5K2026-10-26
National Wealth Management Group, LLC
INCREASED116,888116,723+165+0%$10.4M$10.5M+$69.6K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED115,46799,366+16,101+16%$8.8M$10.3M+$1.5M2026-11-05
Legacy Private Trust Co.
UNCHANGED110,211110,21100%$9.8M$9.9M+$51.8K2026-10-06
MBA Advisors LLC
INCREASED108,92898,981+9,947+10%$8.8M$9.7M+$936.6K2026-10-29
Steele Capital Management, Inc.
DECREASED108,444109,178-734-1%$9.7M$9.7M-$14.4K2026-11-02
Kaufman Rossin Wealth, LLC
INCREASED105,600103,095+2,505+2%$9.2M$9.4M+$253.0K2026-10-19
Simplicity Wealth,LLC
INCREASED103,20297,096+6,106+6%$8.6M$9.2M+$592.0K2026-10-23
Nolet Wealth Management, LLC
DECREASED100,894100,895-10%$9.0M$9.0M+$47.3K2026-10-15
Resonant Capital Advisors, LLC
INCREASED96,99296,323+669+1%$8.6M$8.7M+$105.1K2026-10-15
Wedmont Private Capital
UNCHANGED95,63795,63700%$8.6M$8.5M-$101.4K2026-10-09
Perigon Wealth Management, LLC
INCREASED91,24189,352+1,889+2%$8.0M$8.2M+$211.0K2026-10-22
Omni 360 Wealth, Inc.
DECREASED89,28993,948-4,659-5%$8.4M$8.0M-$372.7K2026-10-13
Compass Wealth Management, LLC
INCREASED88,76880,187+8,581+11%$7.1M$7.9M+$805.5K2026-10-30
Patriot Investment Management Group, Inc.
INCREASED87,00685,238+1,768+2%$7.6M$7.8M+$198.3K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED85,93750,536+35,401+70%$4.5M$7.7M+$3.2M2026-10-16
Higgins & Schmidt Wealth Strategies LLC
DECREASED85,32885,711-3830%$7.6M$7.6M+$6.0K2026-10-26
Alps Advisors Inc
UNCHANGED84,58084,58000%$7.5M$7.6M+$39.8K2026-11-03
David J Yvars Group
DECREASED84,02485,913-1,889-2%$7.6M$7.5M-$128.7K2026-10-09
Worth Asset Management, LLC
NEW83,575—+83,575——$7.5M—2026-10-07
Old National Bancorp
INCREASED82,72782,655+72+0%$7.4M$7.4M+$45.3K2026-10-20
HMV Wealth Advisors, LLC
INCREASED82,10773,605+8,502+12%$6.6M$7.3M+$795.4K2026-10-27
CogentBlue Wealth Advisors, LLC
DECREASED78,36580,021-1,656-2%$7.1M$7.0M-$110.6K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED75,67078,178-2,508-3%$7.0M$6.8M-$187.7K2026-10-21
HBE Wealth Management, LLC
INCREASED74,82573,346+1,479+2%$6.5M$6.7M+$166.9K2026-11-06
Fifth Third Bancorp
INCREASED74,47934,857+39,622+114%$3.1M$6.7M+$3.6M2026-11-05
Midwest Trust Co
DECREASED73,27173,282-110%$6.5M$6.6M+$33.5K2026-10-22
MJT & Associates Financial Advisory Group, Inc.
INCREASED71,89565,560+6,335+10%$5.8M$6.4M+$597.7K2026-10-07
Elevate Wealth Advisory, Inc
INCREASED69,14164,235+4,906+8%$5.7M$6.2M+$469.2K2026-10-29
Spire Wealth Management
INCREASED69,02867,293+1,735+3%$6.0M$6.2M+$186.9K2026-10-30
Equity Wealth Partners, LLC
INCREASED68,97768,749+228+0%$6.1M$6.2M+$52.7K2026-10-26
Tanager Wealth Management LLP
INCREASED68,84768,555+292+0%$6.1M$6.2M+$58.3K2026-10-19
Cosner Financial Group, LLC
INCREASED65,69462,365+3,329+5%$5.6M$5.9M+$327.2K2026-11-03
Atria Investments, Inc
INCREASED64,82864,228+600+1%$5.7M$5.8M+$83.9K2026-10-15
Farther Finance Advisors, LLC
INCREASED63,99930,777+33,222+108%$2.7M$5.7M+$3.0M2026-10-08
Asset Dedication, LLC
INCREASED63,37260,580+2,792+5%$5.4M$5.7M+$278.3K2026-11-03
Arsenal Capital Advisors LLC
INCREASED62,29552,146+10,149+19%$4.6M$5.6M+$932.7K2026-11-02
Allstreet Capital Advisors LLC
INCREASED61,25859,987+1,271+2%$5.3M$5.5M+$141.9K2026-11-04
MGO One Seven LLC
DECREASED57,43361,904-4,471-7%$5.5M$5.1M-$371.0K2026-10-28
Park Avenue Securities LLC
INCREASED56,02236,283+19,739+54%$3.2M$5.0K-$3.2M2026-10-26
Arbor Investment Advisors, LLC
DECREASED55,11155,529-418-1%$4.9M$4.9M-$11.3K2026-10-26
Inman Jager Wealth Management, LLC
INCREASED54,25851,361+2,897+6%$4.6M$4.9M+$283.4K2026-11-05
RHS Financial, LLC
INCREASED50,97138,877+12,094+31%$3.5M$4.6M+$1.1M2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED49,57150,154-583-1%$4.5M$4.4M-$28.6K2026-10-21
R. W. Roge & Company, Inc.
DECREASED49,55764,329-14,772-23%$5.7M$4.4M-$1.3M2026-11-04
FF Advisors,LLC
DECREASED49,13749,324-1870%$4.4M$4.4M+$6.5K2026-10-21
Probity Advisors, Inc.
DECREASED47,67748,002-325-1%$4.3M$4.3M-$6.5K2026-10-23
K2 Financial Inc.
INCREASED46,94522,310+24,635+110%$2.0M$4.2M+$2.2M2026-10-26
Csenge Advisory Group
INCREASED46,83534,487+12,348+36%$3.1M$4.2M+$1.1M2026-11-04
Diversify Wealth Management, LLC
INCREASED45,75643,707+2,049+5%$3.9M$4.1M+$186.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED45,75643,707+2,049+5%$3.9M$4.1M+$186.4K2026-10-20
Advus Financial Partners, LLC
DECREASED44,93345,306-373-1%$4.0M$4.0M-$12.1K2026-10-20
Sigma Planning Corp
DECREASED44,50048,052-3,552-7%$4.3M$4.0M-$298.6K2026-10-23
Strid Group, LLC
UNCHANGED44,09444,09400%$3.9M$3.9M+$20.7K2026-10-28
United Advisor Group, LLC
INCREASED40,38433,336+7,048+21%$3.0M$3.6M+$646.3K2026-11-03
Rossby Financial, LCC
INCREASED40,21533,401+6,814+20%$3.0M$3.6M+$625.4K2026-11-05
Prospera Financial Services Inc
INCREASED39,7216,524+33,197+509%$580.7K$3.5M+$3.0M2026-11-04
J.W. Cole Advisors, Inc.
INCREASED39,64433,810+5,834+17%$3.0M$3.5M+$537.9K2026-11-05
Greenspring Advisors, LLC
DECREASED39,29640,086-790-2%$3.6M$3.5M-$51.8K2026-11-05
Defined Wealth Management, LLC
INCREASED39,22639,194+32+0%$3.5M$3.5M+$21.3K2026-10-19
Diversified Enterprises, LLC
INCREASED38,78527,453+11,332+41%$2.4M$3.5M+$1.0M2026-10-19
IFP Advisors, Inc
INCREASED38,32536,077+2,248+6%$3.2M$3.4M+$218.1K2026-10-16
Belleair Asset Management, LLC
INCREASED35,44634,297+1,149+3%$3.1M$3.2M+$118.9K2026-11-03
Tenet Wealth Partners, LLC
INCREASED35,41234,046+1,366+4%$3.0M$3.2M+$123.9K2026-10-19
D.A. Davidson & Co.
DECREASED34,28134,481-200-1%$3.1M$3.1M-$1.7K2026-10-28
Towne Trust Company, N.a
INCREASED32,73132,249+482+1%$2.9M$2.9M+$58.3K2026-10-28
Karras Company, Inc.
DECREASED32,72032,916-196-1%$2.9M$2.9M-$2.1K2026-10-16
Beam Wealth Advisors, Inc.
DECREASED32,55032,705-1550%$2.9M$2.9M+$1.5K2026-11-03
Lido Advisors, LLC
DECREASED32,05133,803-1,752-5%$3.0M$2.9M-$140.9K2026-11-04
RF&L Wealth Management, LLC
INCREASED31,35231,106+246+1%$2.8M$2.8M+$36.6K2026-10-20
Lauterbach Financial Advisors, LLC
INCREASED31,20730,933+274+1%$2.8M$2.8M+$39.1K2026-10-21
B&D White Capital Company, LLC
UNCHANGED30,76530,76500%$2.7M$2.8M+$14.5K2026-11-02
Hoge Financial Services, LLC
DECREASED29,88830,199-311-1%$2.7M$2.7M-$13.6K2026-11-05
Summit Wealth Group LLC / Co
INCREASED26,81925,717+1,102+4%$2.3M$2.4M+$110.7K2026-10-29
FC Advisory LLC
INCREASED26,75926,340+419+2%$2.3M$2.4M+$49.9K2026-10-05
Chicago Capital, LLC
DECREASED25,61725,744-1270%$2.3M$2.3M+$7362026-10-13
Mann Financial Group, Inc.
INCREASED25,31721,107+4,210+20%$1.9M$2.3M+$386.6K2026-10-15
Ehrlich Financial Group
DECREASED25,24425,349-1050%$2.3M$2.3M+$2.5K2026-10-20
FWG Investments, Llc.
DECREASED24,85526,154-1,299-5%$2.3M$2.2M-$103.9K2026-11-03
CGN Advisors LLC
INCREASED23,67322,789+884+4%$2.0M$2.1M+$89.8K2026-10-21
United Financial Planning Group LLC
DECREASED23,27023,377-1070%$2.1M$2.1M+$1.5K2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED23,12521,929+1,196+5%$2.0M$2.1M+$117.3K2026-10-16
Sigma Investment Counselors Inc
INCREASED22,45921,341+1,118+5%$1.9M$2.0M+$110.1K2026-10-27
Atwater Malick LLC
UNCHANGED22,31422,31400%$2.0M$2.0M+$10.5K2026-10-15
Level Four Advisory Services, LLC
INCREASED22,26720,545+1,722+8%$1.8M$2.0M+$163.7K2026-11-06
Retirement Planning Group, LLC
DECREASED21,65521,802-147-1%$1.9M$1.9M-$2.9K2026-10-19
E&G Advisors, LLC
INCREASED21,46721,274+193+1%$1.9M$1.9M+$27.3K2026-10-13
Compound Planning, Inc.
INCREASED21,38221,309+73+0%$1.9M$1.9M+$16.5K2026-11-05
Sage Mountain Advisors LLC
UNCHANGED20,68620,68600%$1.8M$1.9M+$9.7K2026-11-02
Ironwood Wealth Management, Llc.
DECREASED20,52922,853-2,324-10%$2.0M$1.8M-$197.2K2026-10-28
Rede Wealth, LLC
INCREASED20,43519,364+1,071+6%$1.7M$1.8M+$104.9K2026-10-22
Sanchez Gaunt Capital Management, LLC
INCREASED20,28220,235+47+0%$1.8M$1.8M+$13.7K2026-11-03
Indivisible Partners
INCREASED20,22617,490+2,736+16%$1.6M$1.8M+$253.0K2026-10-26
BXM Wealth LLC
UNCHANGED20,10020,10000%$1.8M$1.8M+$9.4K2026-11-03
Stewardship Advisors, LLC
INCREASED20,02317,800+2,223+12%$1.6M$1.8M+$207.3K2026-10-20
US Bancorp \de\
INCREASED19,52511,335+8,190+72%$1.0M$1.7M+$738.2K2026-11-05
Baker Tilly Wealth Management, LLC
DECREASED19,12619,774-648-3%$1.8M$1.7M-$48.7K2026-10-05
Financial Synergies Wealth Advisors, Inc.
DECREASED19,06419,161-97-1%$1.7M$1.7M+$3262026-10-16
TD Waterhouse Canada Inc.
DECREASED18,41018,516-106-1%$1.6M$1.6M-$8.6K2026-10-16
Brookstone Capital Management
INCREASED17,98115,830+2,151+14%$1.4M$1.6M+$199.9K2026-10-22
Evensky & Katz LLC
DECREASED17,82617,996-170-1%$1.6M$1.6K-$1.6M2026-10-27
F&V Capital Management, LLC
DECREASED17,82017,920-100-1%$1.6M$1.6K-$1.6M2026-10-19
Arlington Financial Advisors, LLC
NEW17,443—+17,443——$1.6M—2026-10-19
Arista Wealth Management, LLC
INCREASED17,38316,767+616+4%$1.5M$1.6M+$63.0K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED16,87012,865+4,005+31%$1.1M$1.5M+$368.0K2026-10-13
Blue Trust, Inc.
DECREASED16,71117,263-552-3%$1.5M$1.5M-$41.3K2026-10-15
Facet Wealth, Inc.
INCREASED16,4192,436+13,983+574%$216.8K$1.5M+$1.3M2026-11-04
Independent Wealth Network Inc.
INCREASED16,26115,114+1,147+8%$1.3M$1.5M+$109.7K2026-10-19
Apollon Wealth Management, LLC
DECREASED15,89420,455-4,561-22%$1.8M$1.4M-$398.5K2026-10-23
Thrivent Financial for Lutherans
INCREASED15,86914,677+1,192+8%$1.3M$1.4M+$109.0K2026-11-05
Mogy Joel R Investment Counsel Inc
INCREASED15,8305,965+9,865+165%$530.9K$1.4M+$885.5K2026-10-13
Verum Partners LLC
UNCHANGED15,53315,53300%$1.4M$1.4M+$7.3K2026-10-21
Kingdom Financial Group Llc.
DECREASED15,07015,350-280-2%$1.4M$1.3M-$17.9K2026-11-04
Chicago Partners Investment Group LLC
INCREASED15,03715,031+6+0%$1.3M$1.3M+$4.1K2026-10-27
Visionary Wealth Advisors
INCREASED14,93213,633+1,299+10%$1.2M$1.3M+$122.6K2026-11-04
Eastern Bank
INCREASED14,78512,284+2,501+20%$1.1M$1.3M+$229.6K2026-10-05
Veltria Advisors Corp.
INCREASED14,75713,182+1,575+12%$1.2M$1.3M+$147.1K2026-11-05
Interchange Capital Partners, LLC
DECREASED14,12015,370-1,250-8%$1.4M$1.3M-$104.6K2026-10-28
Parallel Advisors, LLC
INCREASED14,05512,993+1,062+8%$1.2M$1.3M+$101.1K2026-11-03
Chapman Financial Group, LLC
UNCHANGED13,98913,98900%$1.2M$1.3M+$6.6K2026-10-26
Angeles Wealth Management, LLC
UNCHANGED13,98313,98300%$1.2M$1.3M+$6.6K2026-10-26
Larson Financial Group LLC
UNCHANGED13,85413,85400%$1.2M$1.2M+$6.5K2026-11-05
New England Private Wealth Advisors LLC
UNCHANGED13,80413,80400%$1.2M$1.2M+$6.8K2026-10-19
LexAurum Advisors, LLC
INCREASED13,65910,314+3,345+32%$918.0K$1.2M+$304.2K2026-10-19
Gainplan LLC
INCREASED13,43712,461+976+8%$1.1M$1.2M+$93.2K2026-10-09
Tranquility Partners, LLC
INCREASED13,41013,344+66+0%$1.2M$1.2M+$11.3K2026-10-20
Vise Technologies, Inc.
INCREASED13,13312,367+766+6%$1.1M$1.2M+$74.4K2026-10-29
Human Investing LLC
NEW13,066—+13,066——$1.2M—2026-10-19
Ascent Group, LLC
DECREASED12,87413,095-221-2%$1.2M$1.2M-$13.6K2026-10-30
Stevens Capital Partners
INCREASED12,74912,694+55+0%$1.1M$1.1M+$10.9K2026-10-29
Valpey Financial Services, LLC
INCREASED12,55311,523+1,030+9%$1.0M$1.1M+$97.7K2026-10-30
Howard Bailey Securities, LLC
DECREASED12,48914,663-2,174-15%$1.3M$1.1M-$187.6K2026-10-27
Lloyd Advisory Services, Llc.
INCREASED12,43712,312+125+1%$1.1M$1.1M+$16.9K2026-11-02
Apella Capital, LLC
DECREASED12,33818,833-6,495-34%$1.7M$1.1M-$588.4K2026-10-08
Traveka Wealth, LLC
UNCHANGED12,23812,23800%$1.1M$1.1M+$5.8K2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED12,12512,12500%$1.1M$1.1M+$5.7K2026-10-23
Accurate Wealth Management, LLC
INCREASED11,80211,574+228+2%$1.0M$1.1M+$17.7K2026-10-20
Tennessee Valley Asset Management Partners
INCREASED11,6529,359+2,293+25%$833.1K$1.0M+$209.6K2026-11-03
Meridian Wealth Management, LLC
INCREASED11,64411,199+445+4%$996.8K$1.0M+$45.1K2026-11-05
Tactive Advisors, LLC
DECREASED11,43611,812-376-3%$1.1M$1.0M-$28.1K2026-10-08
Cogent Private Wealth, Inc.
UNCHANGED11,35211,35200%$1.0M$1.0M+$5.3K2026-11-06
J. Team Financial, Inc.
INCREASED11,2599,070+2,189+24%$807.4K$1.0M+$200.0K2026-11-03
HB Wealth Management, LLC
DECREASED10,99411,150-156-1%$992.5K$983.7K-$8.8K2026-10-23
Choreo, LLC
DECREASED10,63810,897-259-2%$969.9K$952.2K-$17.7K2026-10-28
Nicholas Hoffman & Company, Llc.
UNCHANGED10,54710,54700%$938.8K$943.7K+$5.0K2026-10-30
StoneX Group Inc.
DECREASED10,11610,684-568-5%$950.4K$905.2K-$45.2K2026-11-03
Heck Capital Advisors, LLC
DECREASED10,06711,395-1,328-12%$1.0M$900.8K-$113.5K2026-10-14
First Horizon Corp
UNCHANGED10,03910,03900%$893.6K$898.3K+$4.7K2026-10-26
Rossmore Private Capital
UNCHANGED10,01810,01800%$891.7K$896.4K+$4.7K2026-10-27
Harbor Investment Advisory, LLC
DECREASED9,91011,010-1,100-10%$980.0K$886.7K-$93.3K2026-10-13
Glenview Trust Co
NEW9,906—+9,906——$886.4K—2026-10-28
Lynx Investment Advisory
INCREASED9,7565,923+3,833+65%$527.2K$873.0K+$345.8K2026-10-27
Matisse Capital
UNCHANGED9,6329,63200%$857.3K$861.9K+$4.5K2026-10-29
Manuka Financial, LLC
UNCHANGED9,4479,44700%$840.9K$860.0K+$19.1K2026-10-16
JFS Wealth Advisors, LLC
DECREASED9,4449,783-339-3%$870.8K$845.0K-$25.7K2026-11-03
Legacy Wealth Partners, LLC
DECREASED9,40610,572-1,166-11%$941.0K$841.6K-$99.4K2026-10-15
Brighton Jones LLC
INCREASED9,1117,393+1,718+23%$658.1K$815.3K+$157.2K2026-11-03
Ballast Rock Private Wealth LLC
INCREASED8,9868,692+294+3%$773.7K$804.0K+$30.3K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED8,8683,184+5,684+179%$283.4K$793.5K+$510.1K2026-10-23
Discipline Wealth Solutions, LLC
UNCHANGED8,8448,84400%$787.2K$791.4K+$4.2K2026-10-14
First Citizens Bank & Trust Co
NEW8,811—+8,811——$788.4K—2026-10-14
UMB Bank, n.a.
UNCHANGED8,7898,78900%$782.3K$786.4K+$4.1K2026-11-06
Ritholtz Wealth Management
INCREASED8,7528,579+173+2%$763.6K$783.1K+$19.5K2026-11-05
PFG Advisors
DECREASED8,7359,460-725-8%$842.0K$781.6K-$60.4K2026-10-16
Bryn Mawr Trust Advisors, LLC
UNCHANGED8,3648,36400%$744.5K$748.4K+$3.9K2026-11-04
Avantax Planning Partners, Inc.
DECREASED8,3588,414-56-1%$748.9K$747.9K-$1.1K2026-11-03
Tannin Capital LLC
INCREASED8,2515,758+2,493+43%$512.5K$738.3K+$225.8K2026-11-05
TFB Advisors LLC
INCREASED8,1578,091+66+1%$720.2K$729.9K+$9.7K2026-11-02
Clarity Capital Advisors, LLC
UNCHANGED8,1128,11200%$722.0K$725.8K+$3.8K2026-10-27
Colton Groome Financial Advisors, LLC
DECREASED8,0068,069-63-1%$718.2K$716.4K-$1.8K2026-10-06
Verus Wealth Management, LLC
UNCHANGED7,9607,96000%$708.5K$712.3K+$3.7K2026-10-13
Lexington Hill Partners, LLC
UNCHANGED7,8357,83500%$697.4K$701.1K+$3.7K2026-10-13
Twelve Points Wealth Management LLC
DECREASED7,78210,010-2,228-22%$891.0K$694.2K-$196.8K2026-11-03
Rockwood Wealth Management, LLC
UNCHANGED7,7037,70300%$685.7K$689.3K+$3.6K2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED7,6717,781-110-1%$692.6K$686.4K-$6.2K2026-11-02
James J. Burns & Company, LLC
UNCHANGED7,5607,56000%$673.0K$676.5K+$3.6K2026-10-22
Elyxium Wealth, LLC
UNCHANGED7,4877,48700%$666.4K$669.9K+$3.5K2026-10-27
Merited Wealth, LLC
INCREASED7,3895,624+1,765+31%$500.6K$661.2K+$160.6K2026-10-13
Sound Income Strategies, LLC
DECREASED7,3437,766-423-5%$691.3K$650.3K-$40.9K2026-10-09
Forte Asset Management LLC
UNCHANGED7,1257,12500%$634.2K$637.5K+$3.3K2026-10-13
Camelot Technology Advisors, Inc.
UNCHANGED7,1207,12000%$633.8K$637.1K+$3.3K2026-10-09
Corrado Advisors, LLC
DECREASED7,0897,256-167-2%$645.8K$634.4K-$11.5K2026-10-27
Wealthcare Advisory Partners LLC
INCREASED6,9555,904+1,051+18%$525.5K$622.3K+$96.8K2026-10-21
M Holdings Securities, Inc.
NEW6,916—+6,916——$619.0K—2026-11-03
Everhart Financial Group, Inc.
DECREASED6,8797,048-169-2%$627.3K$615.5K-$11.8K2026-10-08
Sapient Capital LLC
UNCHANGED6,8416,84100%$608.9K$612.1K+$3.2K2026-10-08
Kavar Capital Partners Group, LLC
UNCHANGED6,7846,78400%$603.8K$607.0K+$3.2K2026-11-06
Klingman & Associates, LLC
UNCHANGED6,7496,74900%$600.7K$603.9K+$3.2K2026-10-20
Networth Advisors, LLC
DECREASED6,5246,924-400-6%$616.3K$583.8K-$32.5K2026-11-03
Davidson Investment Advisors
DECREASED6,4377,118-681-10%$633.6K$576.0K-$57.6K2026-10-20
Legacy Trust
NEW6,419—+6,419——$572.6K—2026-11-06
SVB Wealth LLC
INCREASED6,3736,143+230+4%$546.8K$570.3K+$23.5K2026-11-06
Nations Financial Group Inc,
INCREASED6,3495,872+477+8%$522.7K$568.2K+$45.4K2026-11-05
IFG Advisors, LLC
INCREASED6,3006,112+188+3%$544.0K$563.7K+$19.7K2026-10-15
Cogent Strategic Wealth LLC
DECREASED6,2856,499-214-3%$578.5K$562.4K-$16.1K2026-10-22
Joel Isaacson & Co., LLC
UNCHANGED6,2176,21700%$553.3K$556.3K+$2.9K2026-11-05
Williams & Novak Wealth Management, LLC
DECREASED6,2106,450-240-4%$574.1K$555.7K-$18.5K2026-10-09
Altiora Financial Group, LLC
UNCHANGED6,1736,17300%$549.4K$552.3K+$2.9K2026-11-04
Tortoise Investment Management, LLC
INCREASED6,1504,100+2,050+50%$364.9K$550.3K+$185.4K2026-11-06
Sima Wealth Partners, LLC
DECREASED6,0486,288-240-4%$559.7K$541.2K-$18.5K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED6,0195,761+258+4%$512.8K$538.6K+$25.8K2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED5,8275,82700%$518.7K$521.4K+$2.7K2026-10-26
Thayer Financial, L.L.C.
DECREASED5,8126,037-225-4%$537.4K$515.4K-$22.0K2026-10-21
Berman McAleer LLC
DECREASED5,79011,180-5,390-48%$995.1K$518.1K-$477.0K2026-10-16
One Day In July LLC
DECREASED5,7826,632-850-13%$590.3K$517.4K-$72.9K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED5,7336,283-550-9%$559.2K$513.0K-$46.2K2026-11-04
SFG Wealth Management, Llc.
UNCHANGED5,7185,71800%$509.0K$511.6K+$2.7K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,6834,045+1,638+40%$360.0K$508.5K+$148.5K2026-10-27
Bensler, LLC
INCREASED5,3764,776+600+13%$425.1K$481.1K+$55.9K2026-11-05
City State Bank
UNCHANGED5,3625,36200%$477.3K$479.8K+$2.5K2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED5,3205,028+292+6%$447.5K$476.0K+$28.5K2026-10-23
Opulen Financial Group LLC
UNCHANGED5,2895,28900%$470.7K$473.2K+$2.5K2026-10-22
Balefire, LLC
INCREASED5,2875,121+166+3%$455.8K$473.1K+$17.3K2026-10-09
Capstone Wealth Management, LLC
DECREASED5,2315,284-53-1%$470.3K$468.1K-$2.3K2026-11-02
Marble Harbor Investment Counsel, LLC
UNCHANGED5,1845,18400%$461.4K$463.9K+$2.4K2026-11-06
AlphaCore Capital LLC
DECREASED5,1815,553-372-7%$494.3K$463.6K-$30.7K2026-11-04
Mission Wealth Management, LP
NEW5,134—+5,134——$459.4K—2026-10-15
Central Trust Co
DECREASED5,1055,146-41-1%$458.0K$456.8K-$1.3K2026-11-05
Principal Financial Group Inc
DECREASED5,05026,898-21,848-81%$2.4M$451.9K-$1.9M2026-11-02
Sowell Financial Services LLC
INCREASED5,0074,237+770+18%$377.2K$448.0K+$70.8K2026-10-23
Keybank National Association
DECREASED4,9825,236-254-5%$466.1K$445.8K-$20.3K2026-11-04
Barnes Dennig Private Wealth Management LLC
INCREASED4,8934,885+8+0%$434.8K$437.8K+$3.0K2026-10-30
Beaumont Financial Advisors, LLC
UNCHANGED4,7004,70000%$418.3K$420.6K+$2.2K2026-10-22
Arcadia Wealth Management, LLC
DECREASED4,6945,264-570-11%$468.6K$420.0K-$48.6K2026-10-22
Independent Financial Group, LLC
UNCHANGED4,6024,60200%$409.6K$411.8K+$2.2K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED4,6004,620-200%$411.3K$411.6K+$3822026-10-20
Apeiron RIA LLC
NEW4,499—+4,499——$398.9K—2026-10-08
Silver Grove Financial Group, Inc.
INCREASED4,4704,000+470+12%$356.0K$400.0K+$43.9K2026-11-05
Valeo Financial Advisors, LLC
NEW4,467—+4,467——$399.7K—2026-10-08
Mascoma Wealth Management LLC
UNCHANGED4,4644,46400%$397.3K$399.4K+$2.1K2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED4,4164,965-549-11%$441.9K$395.1K-$46.8K2026-10-26
Nicholas Wealth, Llc.
INCREASED4,4003,519+881+25%$313.2K$393.7K+$80.5K2026-10-26
Turtle Creek Wealth Advisors, LLC
DECREASED4,3758,750-4,375-50%$777.6K$391.5K-$386.1K2026-10-15
Watershed Private Wealth LLC
DECREASED4,2794,300-210%$382.7K$382.9K+$1422026-10-30
WMG Financial Advisors, LLC
UNCHANGED4,2494,24900%$378.2K$378.2K$02026-10-28
SLT Holdings LLC
NEW4,243—+4,243——$379.7K—2026-10-15
Advisory Solutions Group, LLC
INCREASED4,2222,369+1,853+78%$210.9K$377.8K+$166.9K2026-10-14
Endowment Wealth Management, Inc.
DECREASED4,2225,786-1,564-27%$515.0K$377.8K-$137.2K2026-11-03
Portside Wealth Group, LLC
DECREASED4,1589,650-5,492-57%$858.9K$372.1K-$486.9K2026-10-20
Winter & Associates, Inc.
DECREASED4,1154,384-269-6%$390.2K$368.8K-$21.4K2026-10-23
Montgomery Financial Services LLC
DECREASED4,1104,276-166-4%$380.6K$367.8K-$12.8K2026-11-03
WPG Advisers, LLC
INCREASED4,1093,360+749+22%$299.1K$367.7K+$68.6K2026-10-27
NorthLanding Financial Partners, LLC
DECREASED4,0564,091-35-1%$364.2K$362.9K-$1.3K2026-10-15
Bell Investment Advisors, Inc
UNCHANGED3,9373,93700%$350.4K$352.3K+$1.9K2026-10-29
Modera Wealth Management, LLC
INCREASED3,9343,900+34+1%$347.2K$352.0K+$4.9K2026-10-28
International Assets Investment Management, LLC
INCREASED3,902358+3,544+990%$31.7K$346.0K+$314.3K2026-11-02
Level Wealth Management LLC
NEW3,831—+3,831——$342.8K—2026-10-23
Commerce Advisors, LLC
UNCHANGED3,7643,76400%$335.0K$336.8K+$1.8K2026-10-19
Roof Eidam Maycock Peralta, LLC
NEW3,745—+3,745——$335.1K—2026-10-15
Hohimer Wealth Management, LLC
DECREASED3,7433,752-90%$334.0K$334.9K+$9582026-11-04
Uptick Partners, LLC
INCREASED3,7383,653+85+2%$325.2K$334.5K+$9.3K2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED3,7242,276+1,448+64%$103.1K$166.2K+$63.1K2026-11-04
Cypress Financial Planning LLC
DECREASED3,7213,815-94-2%$339.6K$333.0K-$6.6K2026-10-09
Charis Legacy Partners, LLC
UNCHANGED3,7103,71000%$330.2K$332.0K+$1.7K2026-10-22
Silverlake Wealth Management LLC
DECREASED3,6673,867-200-5%$344.2K$328.1K-$16.1K2026-10-21
Secure Asset Management, LLC
UNCHANGED3,6573,65700%$325.5K$327.3K+$1.7K2026-10-19
Riverbend Wealth Management, LLC
INCREASED3,6563,634+22+1%$323.5K$327.1K+$3.7K2026-10-15
Fiduciary Alliance LLC
INCREASED3,6123,006+606+20%$267.6K$323.2K+$55.6K2026-10-13
Baker Avenue Asset Management, LP
DECREASED3,6055,344-1,739-33%$475.7K$322.6K-$153.1K2026-11-06
AlphaStar Capital Management, LLC
DECREASED3,5786,865-3,287-48%$611.1K$320.2K-$290.9K2026-10-16
Signal Advisors Wealth, LLC
NEW3,549—+3,549——$317.6K—2026-10-13
Ethic Inc.
INCREASED3,5313,493+38+1%$310.9K$316.0K+$5.0K2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED3,5153,646-131-4%$324.5K$314.5K-$10.0K2026-10-16
Greenleaf Trust
DECREASED3,4603,660-200-5%$325.8K$309.6K-$16.2K2026-10-29
Ballast, Inc.
NEW3,323—+3,323——$297.3K—2026-10-20
Inlight Wealth Management, LLC
NEW3,278—+3,278——$293.3K—2026-10-21
Procyon Advisors, LLC
NEW3,275—+3,275——$293.0K—2026-10-21
Fairvoy Private Wealth, LLC
DECREASED3,2603,887-627-16%$345.9K$291.7K-$54.3K2026-10-19
Enclave Advisors LLC
NEW3,236—+3,236——$289.6K—2026-10-14
PCG Asset Management, LLC
NEW3,234—+3,234——$289.4K—2026-11-05
HUB Investment Partners, LLC
INCREASED3,2282,562+666+26%$228.0K$288.8K+$60.8K2026-11-03
Aire Advisors, LLC
UNCHANGED3,2083,20800%$285.5K$287.1K+$1.5K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
NEW3,171—+3,171——$283.7K—2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED3,1393,13900%$279.4K$280.9K+$1.5K2026-11-03
Epiq Partners, LLC
INCREASED3,1313,065+66+2%$272.8K$280.2K+$7.3K2026-10-07
Accredited Investor Services, LLC
INCREASED3,0862,646+440+17%$235.5K$276.1K+$40.6K2026-10-22
SAX Wealth Advisors, LLC
NEW2,996—+2,996——$268.1K—2026-10-13
Mather Group, Llc.
UNCHANGED2,9922,99200%$266.4K$267.8K+$1.4K2026-10-14
Bond & Devick Financial Network, Inc.
UNCHANGED2,9752,97500%$264.8K$266.2K+$1.4K2026-10-23
Postrock Partners LLC
NEW2,963—+2,963——$265.1K—2026-11-02
Hippocratic Financial Advisors, LLC
NEW2,952—+2,952——$264.1K—2026-10-13
Fairman Group, LLC
UNCHANGED2,9502,95000%$262.5K$263.9K+$1.4K2026-10-26
Lakeshore Capital Group, Inc.
UNCHANGED2,8602,86000%$254.6K$255.9K+$1.3K2026-10-20
Golden State Wealth Management, LLC
UNCHANGED2,8282,82800%$251.8K$253.1K+$1.3K2026-11-02
Harfst & Associates, Inc.
INCREASED2,8252,725+100+4%$242.6K$252.8K+$10.2K2026-10-20
Forteris Wealth Management Inc.
DECREASED2,7903,220-430-13%$286.6K$249.7K-$37.0K2026-10-13
Cypress Capital Group
INCREASED2,7862,722+64+2%$242.3K$249.3K+$7.0K2026-11-03
Quadrant Capital Group LLC
UNCHANGED2,7572,75700%$245.4K$246.5K+$1.0K2026-10-20
Insight Advisors, LLC/ PA
UNCHANGED2,7002,70000%$240.3K$241.6K+$1.3K2026-10-22
Stackstone Wealth, LLC
NEW2,681—+2,681——$239.9K—2026-10-19
Oppenheimer & Co Inc
NEW2,680—+2,680——$239.8K—2026-10-26
Eagle Rock Investment Company, LLC
NEW2,642—+2,642——$236.4K—2026-10-21
Fermata Advisors, LLC
DECREASED2,6353,699-1,064-29%$329.2K$235.8K-$93.5K2026-10-13
Rose Capital Advisors LLC
NEW2,498—+2,498——$223.6K—2026-11-04
Private Trust Co NA
INCREASED2,4981,651+847+51%$147.0K$223.5K+$76.6K2026-10-20
Kachkovsky & Fisher, Inc.
UNCHANGED2,4762,47600%$220.4K$221.6K+$1.2K2026-10-21
Ejmk Ventures LLC
DECREASED2,4683,562-1,094-31%$317.1K$220.8K-$96.2K2026-10-21
Penobscot Investment Management Company, Inc.
UNCHANGED2,4342,43400%$216.7K$217.8K+$1.1K2026-10-26
Smart Wealth LLC
DECREASED2,3842,495-111-4%$222.1K$213.4K-$8.7K2026-11-04
Ridgecrest Wealth Partners, LLC
UNCHANGED2,3562,35600%$209.7K$210.8K+$1.1K2026-10-19
Maseco LLP
UNCHANGED2,3152,31500%$206.0K$207.2K+$1.2K2026-10-27
Russell Investments Group, Ltd.
INCREASED2,314661+1,653+250%$58.8K$207.1K+$148.2K2026-11-06
Asio Capital, LLC
UNCHANGED2,3002,30000%$204.7K$205.8K+$1.1K2026-10-19
Compass Ion Advisors, LLC
DECREASED2,2962,484-188-8%$221.1K$205.5K-$15.7K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED2,2812,835-554-20%$252$204-$482026-10-27
BostonPremier Wealth LLC
UNCHANGED2,2732,27300%$202.3K$203.4K+$1.1K2026-10-16
Maia Wealth LLC
DECREASED2,2642,339-75-3%$208.2K$202.6K-$5.6K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED2,2571,592+665+42%$141.7K$202.0K+$60.3K2026-11-03
Values Added Financial LLC
DECREASED2,2492,527-278-11%$224.9K$201.2K-$23.7K2026-10-28
Hofer & Associates. Inc
NEW2,246—+2,246——$201.0K—2026-10-13
RED Crane Wealth Management, LLC
NEW2,246—+2,246——$201.0K—2026-10-14
3 Factor Indexing, LLC
UNCHANGED2,2202,22000%$197.6K$198.6K+$1.0K2026-10-15
Cullen T Bankers, Inc.
INCREASED1,9701,962+8+0%$174.7K$176.3K+$1.6K2026-10-28
Ashton Thomas Securities, LLC
NEW1,780—+1,780——$159.3K—2026-10-26
Trust Co
UNCHANGED1,7681,76800%$157.4K$158.2K+$8312026-10-09
Heritage Family Offices, LLP
NEW1,743—+1,743——$156.0K—2026-11-02
William Mack & Associates, Inc.
NEW1,737—+1,737——$155.4K—2026-10-27
Farmers & Merchants Investments Inc
DECREASED1,7221,767-45-3%$157.3K$154.1K-$3.2K2026-10-22
Allspring Global Investments Holdings, LLC
UNCHANGED1,5691,56900%$140.5K$140.1K-$3922026-11-04
Caldwell Trust Co
UNCHANGED1,5471,54700%$137.7K$138.4K+$7282026-10-30
First Premier Bank
UNCHANGED1,5471,54700%$138$138$02026-10-13
Peterson Wealth Management
UNCHANGED1,3881,38800%$123.5K$124.2K+$6522026-11-06
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,3371,33700%$119.0K$119.6K+$6292026-10-20
CoreCap Advisors, LLC
DECREASED1,3201,914-594-31%$170.4K$118.1K-$52.3K2026-10-08
Nemes Rush Group LLC
INCREASED1,2911,222+69+6%$108.8K$115.6K+$6.7K2026-11-04
Cape Investment Advisory, Inc.
INCREASED1,2381,169+69+6%$104.1K$110.8K+$6.7K2026-10-13
Westside Investment Management, Inc.
UNCHANGED1,2101,21000%$107.7K$108.3K+$5682026-11-02
Wilmington Savings Fund Society, FSB
NEW1,153—+1,153——$103.2K—2026-10-23
Three Bridge Wealth Advisors, LLC
NEW1,146—+1,146——$102.5K—2026-11-05
Archer Investment Corp
UNCHANGED1,0421,04200%$92.7K$93.2K+$4892026-11-05
Signaturefd, LLC
UNCHANGED1,0391,03900%$92.5K$93.0K+$4892026-10-23
Plante Moran Financial Advisors, LLC
NEW1,032—+1,032——$92.3K—2026-11-04
Security National Bank
UNCHANGED97697600%$86.9K$87.3K+$4582026-10-26
Physician Wealth Advisors, Inc.
DECREASED9691,735-766-44%$154.4K$86.7K-$67.7K2026-10-20
Transce3nd, LLC
NEW952—+952——$85.7K—2026-10-26
Moisand Fitzgerald Tamayo, LLC
NEW928—+928——$83.0K—2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED85285200%$75.8K$76.2K+$4002026-10-16
Lanark Financial, Inc.
DECREASED8491,288-439-34%$114.7K$76.0K-$38.7K2026-10-26
Creative Financial Designs Inc
INCREASED847831+16+2%$74.0K$75.8K+$1.8K2026-11-04
Avion Wealth
UNCHANGED83583500%$74.0K$74.0K$02026-11-04
IAG Wealth Partners, LLC
NEW780—+780——$69.8K—2026-11-06
DeDora Capital, Inc.
NEW721—+721——$64.5K—2026-10-26
Center for Financial Planning, Inc.
INCREASED693323+370+115%$28.8K$62.0K+$33.3K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED61261200%$54.5K$54.8K+$2882026-10-23
Capital Investment Advisory Services, LLC
DECREASED578628-50-8%$55.9K$52.2K-$3.7K2026-10-30
Hilton Head Capital Partners, LLC
DECREASED5701,203-633-53%$107.1K$51.0K-$56.1K2026-10-23
Fiduciary Advisors, Inc.
UNCHANGED52252200%$46.5K$46.7K+$2452026-10-16
CX Institutional
UNCHANGED46346300%$41$41$02026-10-02
Raleigh Capital Management Inc.
INCREASED441352+89+25%$31.3K$39.4K+$8.1K2026-10-28
Main Street Group, LTD
UNCHANGED43743700%$38.9K$39.1K+$2062026-10-28
EverSource Wealth Advisors, LLC
INCREASED414138+276+200%$12.3K$37.1K+$24.8K2026-11-04
RMG Wealth Management LLC
NEW408—+408——$36.4K—2026-10-26
Root Financial Partners, LLC
NEW404—+404——$36.2K—2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED39939900%$35.5K$35.7K+$1882026-10-27
West Paces Advisors Inc.
UNCHANGED38138100%$33.9K$34.1K+$1792026-10-13
Creative Capital Management Investments LLC
UNCHANGED38138100%$33.9K$34.1K+$1792026-10-28
Armor Investment Advisors, LLC
UNCHANGED37937900%$33.7K$33.9K+$1782026-10-27
Clark Wealth Partners
UNCHANGED32032000%$28.5K$28.6K+$1502026-10-19
Yankcom Partnership
UNCHANGED30730700%$27.3K$27.5K+$1442026-10-15
Financial Network Wealth Advisors LLC
NEW300—+300——$26.8K—2026-10-28
Next Level Wealth Planning, LLC
NEW297—+297——$26.6K—2026-10-29
GHP Investment Advisors, Inc.
DECREASED285302-17-6%$26.9K$25.5K-$1.3K2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED26026000%$23.1K$23.3K+$1222026-10-22
High Note Wealth, LLC
UNCHANGED25525500%$22.7K$22.8K+$1192026-10-27
North Star Investment Management Corp.
INCREASED24285+157+185%$7.6K$21.7K+$14.1K2026-10-27
Compass Financial Management LLC
UNCHANGED23323300%$20.8K$20.8K+$712026-10-30
Prudent Man Investment Management, Inc.
NEW223—+223——$20.0K—2026-11-03
Investors Research Corp
UNCHANGED20020000%$17.8K$17.9K+$942026-10-07
Contravisory Investment Management, Inc.
NEW189—+189——$16.9K—2026-10-13
Legacy Bridge, LLC
UNCHANGED18718700%$16.6K$16.7K+$882026-10-28
Parkside Financial Bank & Trust
UNCHANGED18618600%$16.6K$16.6K+$882026-10-27
Arvest Investments, Inc.
NEW167—+167——$14.9K—2026-10-21
Trust Co of Vermont
UNCHANGED16716700%$14.9K$14.9K+$782026-10-21
SYM Financial Corp
DECREASED163292-129-44%$26.0K$14.6K-$11.4K2026-10-26
SJS Investment Consulting Inc.
UNCHANGED14214200%$12.6K$12.7K+$672026-10-26
Ascentis Independent Advisors
INCREASED12013+107+823%$1.2K$10.7K+$9.6K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED11011000%$9.8K$9.8K+$522026-11-02
Buck Wealth Strategies, LLC
UNCHANGED10810800%$9.6K$9.7K+$512026-10-28
Marshall & Sterling Wealth Advisors Inc.
NEW100—+100——$8.9K—2026-10-28
SBI Securities Co., Ltd.
DECREASED100126-26-21%$11.2K$8.9K-$2.3K2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED999900%$8.8K$8.9K+$472026-10-09
High Point Wealth Management, LLC
NEW83—+83——$7.4K—2026-11-05
Midwest Capital Advisors, LLC
NEW74—+74——$6.6K—2026-11-04
American National Bank & Trust
UNCHANGED727200%$6.4K$6.4K+$342026-10-07
Key Capital Management, Inc
DECREASED6974-5-7%$6.6K$6.2K-$4132026-11-03
Signature Resources Capital Management, LLC
UNCHANGED666600%$5.9K$5.9K+$312026-10-16
Downshift Financial, LLC
UNCHANGED535300%$4.7K$4.7K+$242026-10-13
Fairway Wealth LLC
NEW47—+47——$4.2K—2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED404000%$3.6K$3.6K+$192026-11-04
Abound Wealth Management
UNCHANGED383800%$3.4K$3.4K+$172026-10-26
Olistico Wealth, LLC
UNCHANGED303000%$2.7K$2.7K+$142026-10-05
Deane Retirement Strategies, Inc.
UNCHANGED252500%$2.2K$2.2K+$122026-10-09
MV Capital Management, Inc.
UNCHANGED191900%$1.7K$1.7K+$92026-10-29
Nfsg Corp
UNCHANGED161600%$1.4K$1.4K+$82026-10-15
First Pacific Financial
NEW15—+15——$1.3K—2026-10-14
DecisionPoint Financial, LLC
NEW12—+12——$1.1K—2026-10-27
IMG Wealth Management, Inc.
NEW8—+8——$716—2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED7700%$620$621+$12026-11-02
Oakworth Capital, Inc.
UNCHANGED6600%$532$537+$52026-10-26
Evermay Wealth Management LLC
UNCHANGED5500%$446$448+$22026-11-05
Provenance Wealth Advisors, LLC
NEW4—+4——$358—2026-10-30
Atlantic Edge Private Wealth Management, LLC
NEW3—+3——$269—2026-10-20
Axxcess Wealth Management, LLC
CLOSED01,282,419-1,282,419-100%$114.1M$0-$114.1M2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED010,972-10,972-100%$976.6K$0-$976.6K2026-10-14
Valley Wealth Managers, Inc.
CLOSED06,869-6,869-100%$611.4K$0-$611.4K2026-10-09
Fisher Asset Management, LLC
CLOSED03,685-3,685-100%$328.1K$0-$328.1K2026-11-06
BAM Wealth Management, LLC
CLOSED03,607-3,607-100%$321.1K$0-$321.1K2026-10-15
RFG Advisory, LLC
CLOSED02,603-2,603-100%$231.7K$0-$231.7K2026-11-03
Wedbush Securities Inc
CLOSED02,401-2,401-100%$214.0K$0-$214.0K2026-10-22
CWA Asset Management Group, LLC
CLOSED02,270-2,270-100%$202.1K$0-$202.1K2026-10-19
Accel Wealth Management
CLOSED02,264-2,264-100%$201.5K$0-$201.5K2026-10-13
Country Trust Bank
CLOSED0732-732-100%$65.2K$0-$65.2K2026-10-30
Brooklyn FI, LLC
CLOSED0664-664-100%$59.5K$0-$59.5K2026-11-05
Evolution Wealth Management Inc.
CLOSED0365-365-100%$32.5K$0-$32.5K2026-10-28
Salem Investment Counselors Inc
CLOSED055-55-100%$4.9K$0-$4.9K2026-10-13
Cornerstone Planning Group LLC
CLOSED024-24-100%$2.2K$0-$2.2K2026-10-16
Morling Financial Advisors, LLC
CLOSED01-1-100%$70$0-$702026-10-28
LifeSteps Financial, Inc.
CLOSED01-1-100%$89$0-$892026-10-15
TD Private Client Wealth LLC
DECREASED01-1-100%$40$41+$12026-10-28
Bank of America Corp
N/A—51,849,271-51,849,271-100%$4.6B———
BlackRock, Inc.
N/A—27,205,486-27,205,486-100%$2.4B———
Morgan Stanley
N/A—14,125,260-14,125,260-100%$1.3B———
SEI Investments Co
N/A—12,986,639-12,986,639-100%$1.2B———
Ameriprise Financial Inc
N/A—12,759,885-12,759,885-100%$1.1B———
Bank of Korea
N/A—11,259,397-11,259,397-100%$1.0B———
Cerity Partners LLC
N/A—6,375,948-6,375,948-100%$567.5M———
Envestnet Asset Management Inc
N/A—5,733,645-5,733,645-100%$510.4M———
JPMorgan Chase & Co
N/A—4,813,450-4,813,450-100%$427.1M———
Focus Partners Advisor Solutions, LLC
N/A—4,004,183-4,004,183-100%$356.4M———
Focus Partners Wealth
N/A—3,721,879-3,721,879-100%$331.3M———
Horizon Investments, LLC
N/A—3,627,322-3,627,322-100%$322.9M———
Cetera Investment Advisers
N/A—3,295,103-3,295,103-100%$293.3M———
Alesco Advisors, LLC, An ESL Co
N/A—3,082,892-3,082,892-100%$274.4M———
Jupiter Topco LLC
N/A—2,758,894-2,758,894-100%$245.6M———
Bessemer Group Inc
N/A—2,283,070-2,283,070-100%$203.2M———
Raymond James Financial Inc
N/A—2,088,837-2,088,837-100%$185.9M———
UBS Group AG
N/A—1,767,038-1,767,038-100%$157.3M———
Glenmede Trust Co NA
N/A—1,604,510-1,604,510-100%$142.8M———
Stratos Wealth Partners, Ltd.
N/A—1,563,907-1,563,907-100%$139.2M———
Jane Street Group, LLC
N/A—1,502,478-1,502,478-100%$133.7M———
Empowered Funds, LLC
N/A—1,275,964-1,275,964-100%$113.6M———
Beacon Pointe Advisors, LLC
N/A—979,686-979,686-100%$87.2M———
Main Management ETF Advisors, LLC
N/A—971,458-971,458-100%$86.5M———
Mariner, LLC
N/A—946,087-946,087-100%$84.2M———
Royal Bank of Canada
N/A—919,494-919,494-100%$81.8M———
Northwestern Mutual Wealth Management Co
N/A—830,678-830,678-100%$73.9M———
Wealthspire Retirement, LLC
N/A—777,307-777,307-100%$69.7M———
HighTower Advisors, LLC
N/A—690,319-690,319-100%$61.4M———
Captrust Financial Advisors
N/A—672,551-672,551-100%$59.9M———
Wells Fargo & Company
N/A—665,118-665,118-100%$59.2M———
Northern Trust Corp
N/A—664,418-664,418-100%$59.1M———
Starr Indemnity & Liability Co
N/A—606,060-606,060-100%$53.9M———
ESL Trust Services, LLC
N/A—564,751-564,751-100%$50.3M———
Principal Securities, Inc.
N/A—536,680-536,680-100%$47.8M———
FMR LLC
N/A—515,938-515,938-100%$45.9M———
Rock Creek Group LLC
N/A—513,785-513,785-100%$45.7M———
Osaic Holdings, Inc.
N/A—493,443-493,443-100%$43.9M———
New England Asset Management Inc
N/A—445,140-445,140-100%$39.6M———
Hi-Line Capital Management, LLC
N/A—419,487-419,487-100%$37.3M———
Prudent Investors Network, Inc.
N/A—400,802-400,802-100%$35.7M———
Cambridge Associates LLC
N/A—388,432-388,432-100%$34.6M———
C V Starr & Co Inc
N/A—378,787-378,787-100%$33.7M———
World Investment Advisors
N/A—366,579-366,579-100%$30.6M———
BSW Wealth Partners
N/A—336,665-336,665-100%$30.0M———
Nearwater Capital Markets, Ltd
N/A—300,000-300,000-100%$26.7M———
Modern Wealth Management, LLC
N/A—298,584-298,584-100%$26.6M———
Retirement Management Systems Inc.
N/A—290,113-290,113-100%$25.8M———
Coldstream Capital Management Inc
N/A—288,552-288,552-100%$25.7M———
Sanctuary Advisors, LLC
N/A—285,883-285,883-100%$25.4M———
AE Wealth Management LLC
N/A—268,737-268,737-100%$23.9M———
Financial Advisors Network, Inc.
N/A—259,897-259,897-100%$23.1M———
Sovereign Investment Advisors, LLC
N/A—245,035-245,035-100%$21.8M———
Ausdal Financial Partners, Inc.
N/A—236,893-236,893-100%$21.1M———
Vestmark Advisory Solutions, Inc.
N/A—212,751-212,751-100%$18.9M———
&partners
N/A—197,866-197,866-100%$17.6M———
Equitable Holdings, Inc.
N/A—193,001-193,001-100%$17.2M———
Integrated Wealth Concepts LLC
N/A—188,992-188,992-100%$16.8M———
Aurdan Capital Management, LLC
N/A—175,969-175,969-100%$15.7M———
CarsonAllaria Wealth Management, Ltd.
N/A—168,393-168,393-100%$15.0M———
Wealthquest Corp
N/A—166,308-166,308-100%$14.8M———
Orion Porfolio Solutions, LLC
N/A—166,147-166,147-100%$14.8M———
GW&K Investment Management, LLC
N/A—163,313-163,313-100%$14.5M———
Steward Partners Investment Advisory, LLC
N/A—160,305-160,305-100%$14.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—154,642-154,642-100%$13.8M———
Cerity Partners Ocio LLC
N/A—143,247-143,247-100%$12.8M———
Cape COD Five Cents Savings Bank
N/A—140,588-140,588-100%$12.5M———
Global Retirement Partners, LLC
N/A—125,113-125,113-100%$11.1M———
Range Advisory, LLC
N/A—124,419-124,419-100%$11.1M———
Leavell Investment Management, Inc.
N/A—122,934-122,934-100%$10.9M———
Stifel Financial Corp
N/A—120,841-120,841-100%$10.8M———
Great Valley Advisor Group, Inc.
N/A—117,827-117,827-100%$10.5M———
Causey Wealth LLC
N/A—110,998-110,998-100%$9.9M———
AQR Capital Management LLC
N/A—106,593-106,593-100%$9.5M———
Kingsview Wealth Management, LLC
N/A—98,449-98,449-100%$8.8M———
O'shaughnessy Asset Management, LLC
N/A—95,404-95,404-100%$8.5M———
NewEdge Advisors, LLC
N/A—94,723-94,723-100%$8.4M———
Beckerman Institutional, LLC
N/A—91,459-91,459-100%$8.1M———
PW Advisors, LLC \ FL
N/A—91,347-91,347-100%$8.1M———
Summit Wealth Partners, LLC
N/A—91,321-91,321-100%$8.1M———
Dravo BAY LLC
N/A—83,023-83,023-100%$7.4M———
Eight 31 Financial, LLC
N/A—82,237-82,237-100%$7.3M———
UBS Asset Management Americas LLC
N/A—80,503-80,503-100%$7.2M———
Goldman Sachs Group Inc
N/A—80,004-80,004-100%$7.1M———
Kickstand Ventures, Llc.
N/A—78,323-78,323-100%$7.0M———
Red Wave Investments LLC
N/A—76,232-76,232-100%$6.8M———
Envestnet Portfolio Solutions, Inc.
N/A—74,064-74,064-100%$6.6M———
IHT Wealth Management, LLC
N/A—71,875-71,875-100%$6.4M———
Flow Traders U.S. LLC
N/A—67,025-67,025-100%$6.0M———
Tranquilli Financial Advisor LLC
N/A—65,649-65,649-100%$5.8M———
Rockefeller Capital Management L.P.
N/A—63,678-63,678-100%$5.7M———
Brown Advisory Inc
N/A—61,938-61,938-100%$5.5M———
Gladstone Institutional Advisory LLC
N/A—60,328-60,328-100%$5.4M———
Baird Financial Group, Inc.
N/A—56,753-56,753-100%$5.1M———
Cloud Capital Management, LLC
N/A—55,518-55,518-100%$4.9M———
CreativeOne Wealth, LLC
N/A—55,246-55,246-100%$4.9M———
Cascade Financial Partners, LLC
N/A—55,144-55,144-100%$4.9M———
MML Investors Services, LLC
N/A—49,609-49,609-100%$4.4M———
Granite Bay Wealth Management, LLC
N/A—49,110-49,110-100%$4.4M———
Prosperity Consulting Group, LLC
N/A—45,361-45,361-100%$4.0M———
Claris Advisors, LLC / MO /
N/A—45,171-45,171-100%$4.0M———
Janney Montgomery Scott LLC
N/A—43,786-43,786-100%$3.9M———
Cresset Asset Management, LLC
N/A—41,222-41,222-100%$3.7M———
Cordant, Inc.
N/A—40,317-40,317-100%$3.6M———
Summit Financial, LLC
N/A—40,114-40,114-100%$3.6M———
Harbour Investments, Inc.
N/A—39,522-39,522-100%$3.5M———
Lakeridge Wealth Management LLC
N/A—39,228-39,228-100%$3.5M———
OneAscent Financial Services LLC
N/A—38,730-38,730-100%$3.4M———
Jackson Thornton Wealth Management, LLC
N/A—38,717-38,717-100%$3.4M———
United Capital Financial Advisors, LLC
N/A—38,688-38,688-100%$3.4M———
Unconventional Investor, LLC
N/A—37,387-37,387-100%$3.3M———
Centennial Bank
N/A—37,015-37,015-100%$3.3M———
Resolute Advisors LLC
N/A—36,603-36,603-100%$3.3M———
Noble Wealth Partners LLC
N/A—35,557-35,557-100%$3.2M———
RWA Wealth Partners, LLC
N/A—34,998-34,998-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—33,745-33,745-100%$3.0M———
Snowden Capital Advisors LLC
N/A—32,958-32,958-100%$2.9M———
Advisory Services Network, LLC
N/A—31,819-31,819-100%$2.8M———
Hilltop Wealth Advisors, LLC
N/A—31,677-31,677-100%$2.8M———
Argent Trust Co
N/A—30,858-30,858-100%$2.7M———
Stephens Inc
N/A—29,825-29,825-100%$2.7M———
Purkiss Capital Advisors LLC
N/A—29,544-29,544-100%$2.6M———
Franklin Resources Inc
N/A—29,524-29,524-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—29,354-29,354-100%$2.6M———
Mercer Global Advisors Inc
N/A—29,086-29,086-100%$2.6M———
Dopkins Wealth Management, LLC
N/A—28,468-28,468-100%$2.5M———
Savvy Advisors, Inc.
N/A—28,217-28,217-100%$2.5M———
Cassady Wealth & Retirement Planning, LLC
N/A—27,899-27,899-100%$2.5M———
Compass Capital Corp
N/A—26,338-26,338-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—25,581-25,581-100%$2.3M———
Bienville Capital Management, LLC
N/A—25,475-25,475-100%$2.3M———
C M Bidwell & Associates LTD
N/A—25,182-25,182-100%$2.2M———
Capital Analysts, LLC
N/A—24,800-24,800-100%$2.2M———
Smith, Moore & Co.
N/A—24,179-24,179-100%$2.2M———
Quantinno Capital Management LP
N/A—23,851-23,851-100%$2.1M———
Prepared Retirement Institute LLC
N/A—23,779-23,779-100%$2.1M———
Kera Capital Partners, Inc.
N/A—23,574-23,574-100%$2.1M———
Vertex Planning Partners, LLC
N/A—22,516-22,516-100%$2.0M———
Strategic Financial Planning, Inc.
N/A—19,065-19,065-100%$1.7M———
Betterment LLC
N/A—18,790-18,790-100%$1.7M———
Cerity Partners Retirement Plan Advisors LLC
N/A—17,698-17,698-100%$1.6M———
Neuberger Berman Group LLC
N/A—17,685-17,685-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—17,380-17,380-100%$1.5M———
LifePlan Investment Advisors, Inc.
N/A—17,124-17,124-100%$1.5M———
Wealthspire Advisors, LLC
N/A—16,948-16,948-100%$1.5M———
SageView Advisory Group, LLC
N/A—16,925-16,925-100%$1.5M———
Jones Financial Companies Lllp
N/A—15,940-15,940-100%$1.4M———
Natixis Advisors, LLC
N/A—15,833-15,833-100%$1.4M———
Heritage Trust Co
N/A—15,477-15,477-100%$1.4M———
Oxford Financial Group, Ltd. LLC
N/A—15,000-15,000-100%$1.3M———
Arkadios Wealth Advisors
N/A—14,922-14,922-100%$1.3M———
Empire Financial Management Company, LLC
N/A—14,899-14,899-100%$1.3M———
Gotham Asset Management, LLC
N/A—14,885-14,885-100%$1.3M———
Tribridge Partners Financial LLC
N/A—14,021-14,021-100%$1.3M———
Moneta Group Investment Advisors LLC
N/A—13,745-13,745-100%$1.2M———
KEB Asset Management, LLC
N/A—13,630-13,630-100%$1.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—13,521-13,521-100%$1.2M———
Tudor Financial Inc.
N/A—13,127-13,127-100%$1.2M———
MAI Capital Management
N/A—11,762-11,762-100%$1.0M———
EP Wealth Advisors, LLC
N/A—11,627-11,627-100%$1.0M———
Kirtland Hills Capital Management, LLC
N/A—11,615-11,615-100%$1.0M———
IEQ Capital, LLC
N/A—11,550-11,550-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—11,364-11,364-100%$1.0M———
Graney & King, LLC
N/A—11,288-11,288-100%$1.0M———
Cahill Financial Advisors Inc
N/A—11,276-11,276-100%$1.0M———
Vistica Wealth Advisors, LLC
N/A—11,063-11,063-100%$984.8K———
Okabena Investment Services Inc
N/A—11,059-11,059-100%$984.4K———
Greykasell Wealth Strategies, Inc.
N/A—10,945-10,945-100%$974.2K———
Citadel Advisors LLC
N/A—10,828-10,828-100%$963.8K———
Squarepoint Ops LLC
N/A—10,704-10,704-100%$952.8K———
Fiduciary Wealth Partners, LLC
N/A—10,455-10,455-100%$930.6K———
OneDigital Investment Advisors LLC
N/A—10,369-10,369-100%$922.9K———
Stratos Investment Management, LLC
N/A—10,026-10,026-100%$892.5K———
Synergy Investment Management, LLC
N/A—9,809-9,809-100%$871.9K———
Wealthfront Advisers LLC
N/A—9,657-9,657-100%$859.6K———
Osborne Partners Capital Management, LLC
N/A—9,620-9,620-100%$856.3K———
Atlanta Consulting Group Advisors, LLC
N/A—9,497-9,497-100%$845.3K———
Strathmore Capital Advisors, Inc.
N/A—9,446-9,446-100%$844.8K———
Berger Financial Group, Inc
N/A—9,350-9,350-100%$832.2K———
E-Wealth Partners, LLC
N/A—9,049-9,049-100%$805.5K———
NewEdge Wealth, LLC
N/A—8,846-8,846-100%$787.4K———
Bonfire Financial
N/A—8,477-8,477-100%$754.5K———
Private Advisor Group, LLC
N/A—8,239-8,239-100%$733.3K———
Parkwoods Wealth Partners, LLC
N/A—8,216-8,216-100%$731.3K———
Valmark Advisers, Inc.
N/A—8,133-8,133-100%$723.9K———
GeoWealth Management, LLC
N/A—7,857-7,857-100%$699.3K———
Mutual Advisors, LLC
N/A—7,851-7,851-100%$698.8K———
Regimen Wealth, LLC
N/A—7,519-7,519-100%$669.3K———
Financial Engines Advisors L.L.C.
N/A—7,506-7,506-100%$668.1K———
Blair William & Co
N/A—7,417-7,417-100%$660.1K———
Mayflower Financial Advisors, LLC
N/A—7,289-7,289-100%$648.8K———
UP Strategic Wealth Investment Advisors LLC
N/A—7,276-7,276-100%$671.9K———
Nuveen, LLC
N/A—7,251-7,251-100%$645.3K———
Vanguard Personalized Indexing Management, LLC
N/A—7,166-7,166-100%$637.8K———
Connors Investor Services Inc
N/A—6,940-6,940-100%$617.7K———
Westmount Partners, LLC
N/A—6,827-6,827-100%$607.7K———
Strategies Wealth Advisors, LLC
N/A—6,488-6,488-100%$577.5K———
Cannell & Spears LLC
N/A—6,295-6,295-100%$560.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—6,163-6,163-100%$548.0K———
XTX Topco Ltd
N/A—6,070-6,070-100%$540.3K———
Aureus Asset Management, LLC
N/A—5,984-5,984-100%$532.6K———
First Trust Advisors LP
N/A—5,920-5,920-100%$526.9K———
Foundations Investment Advisors, LLC
N/A—5,844-5,844-100%$520.2K———
Continuum Advisory, LLC
N/A—5,787-5,787-100%$515.1K———
Schrum Private Wealth Management LLC
N/A—5,653-5,653-100%$384.4K———
Balanced Rock Investment Advisors LLC
N/A—5,638-5,638-100%$501.8K———
FAS Wealth Partners, Inc.
N/A—5,512-5,512-100%$490.7K———
Choate Investment Advisors
N/A—5,494-5,494-100%$489.0K———
Diversified Trust Co
N/A—5,335-5,335-100%$474.9K———
Clark Capital Management Group, Inc.
N/A—5,052-5,052-100%$449.7K———
North Star Asset Management Inc
N/A—4,941-4,941-100%$439.8K———
Alteri Wealth LLC
N/A—4,808-4,808-100%$428.0K———
DV Trading LLC
N/A—4,688-4,688-100%$417.3K———
Curi Capital, LLC
N/A—4,645-4,645-100%$413.5K———
Brown Brothers Harriman & Co
N/A—4,539-4,539-100%$404.0K———
Maripau Wealth Management LLC
N/A—4,525-4,525-100%$402.8K———
Venturi Wealth Management, LLC
N/A—4,317-4,317-100%$384.3K———
HSBC Holdings PLC
N/A—4,256-4,256-100%$378.8K———
Commerce Bank
N/A—4,245-4,245-100%$377.8K———
Second Line Capital, LLC
N/A—4,195-4,195-100%$373.4K———
Magnolia Capital Advisors LLC
N/A—4,113-4,113-100%$366.1K———
Storgate, LLC
N/A—3,936-3,936-100%$350.3K———
Western Wealth Management, LLC
N/A—3,902-3,902-100%$347.3K———
Syon Capital LLC
N/A—3,846-3,846-100%$342.3K———
Colter Lewis Investment Partners LLC
N/A—3,818-3,818-100%$339.9K———
Whittier Trust Co
N/A—3,767-3,767-100%$340.8K———
Petra Financial Advisors Inc
N/A—3,702-3,702-100%$329.5K———
Cary Street Partners Financial LLC
N/A—3,585-3,585-100%$319.1K———
Evercore Wealth Management, LLC
N/A—3,491-3,491-100%$310.7K———
Proficio Capital Partners LLC
N/A—3,475-3,475-100%$309.3K———
Shared Vision Wealth Group LLC
N/A—3,442-3,442-100%$306.4K———
New Republic Capital, LLC
N/A—3,334-3,334-100%$296.7K———
Castle Wealth Management LLC
N/A—3,222-3,222-100%$286.8K———
Slagle Financial, LLC
N/A—3,164-3,164-100%$281.7K———
Investment Advisory Group, LLC
N/A—3,154-3,154-100%$280.7K———
Ethos Financial Group, LLC
N/A—3,150-3,150-100%$280.0K———
Bridges Investment Management Inc
N/A—3,077-3,077-100%$273.9K———
Founders Financial Alliance, LLC
N/A—3,000-3,000-100%$267.0K———
Ameriflex Group, Inc.
N/A—2,835-2,835-100%$252.4K———
Allie Family Office LLC
N/A—2,800-2,800-100%$249.2K———
Sovereign Financial Group, Inc.
N/A—2,792-2,792-100%$248.5K———
Fort Point Capital Partners LLC
N/A—2,714-2,714-100%$241.5K———
Coastal Bridge Advisors, LLC
N/A—2,708-2,708-100%$241.0K———
PFG Investments, LLC
N/A—2,659-2,659-100%$236.7K———
Waverly Advisors, LLC
N/A—2,610-2,610-100%$232.3K———
HHM Wealth Advisors, LLC
N/A—2,534-2,534-100%$225.6K———
Summit Wealth Group, LLC
N/A—2,508-2,508-100%$223.2K———
FSA Advisors, Inc.
N/A—2,468-2,468-100%$219.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,409-2,409-100%$214.4K———
Capstone Wealth Management, Inc.
N/A—2,374-2,374-100%$210.5K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,360-2,360-100%$210.1K———
BFC Planning, Inc.
N/A—2,336-2,336-100%$207.9K———
Crewe Advisors LLC
N/A—2,327-2,327-100%$207.2K———
CIBC Bancorp USA Inc.
N/A—2,291-2,291-100%$203.9K———
Integrity Financial Corp
N/A—2,256-2,256-100%$200.8K———
Bank of Montreal
N/A—2,201-2,201-100%$195.9K———
Smartleaf Asset Management LLC
N/A—2,188-2,188-100%$194.2K———
Ancora Advisors LLCA
N/A—2,057-2,057-100%$183.1K———
SHP Wealth Management
N/A—2,008-2,008-100%$178.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,972-1,972-100%$175.4K———
Vanguard Advisers Inc
N/A—1,845-1,845-100%$164.2K———
Walsh & Associates, LLC
N/A—1,602-1,602-100%$142.6K———
IFG Advisory, LLC
N/A—1,355-1,355-100%$120.6K———
Godfrey Financial Associates, Inc.
N/A—1,161-1,161-100%$103.4K———
Turim 21 Investimentos Ltda.
N/A—1,133-1,133-100%$100.8K———
National Bank of Canada
N/A—930-930-100%$82.7K———
Napier Financial, LLC
N/A—908-908-100%$80.8K———
Arax Advisory Partners
N/A—896-896-100%$79.8K———
Geneos Wealth Management Inc.
N/A—665-665-100%$59.2K———
Huntington National Bank
N/A—535-535-100%$47.6K———
Cetera Trust Company, N.a
N/A—517-517-100%$46.0K———
Paladin Advisory Group, LLC
N/A—511-511-100%$45.5K———
IMA Advisory Services, Inc.
N/A—364-364-100%$32.4K———
N.E.W. Advisory Services LLC
N/A—342-342-100%$30.4K———
Bank of the Bluegrass & Trust Co.
N/A—340-340-100%$30.4K———
Rothschild Investment LLC
N/A—295-295-100%$26.3K———
Mcguire Capital Advisors Inc
N/A—283-283-100%$25.2K———
Financial Gravity Companies, Inc.
N/A—241-241-100%$21.5K———
Institute for Wealth Management, Llc.
N/A—203-203-100%$18.1K———
Hantz Financial Services, Inc.
N/A—180-180-100%$16.0K———
Strive Financial Group,LLC
N/A—164-164-100%$14.6K———
Glen Eagle Advisors, LLC
N/A—143-143-100%$12.7K———
Wellington-Altus USA Inc.
N/A—110-110-100%$9.2K———
ST Germain D J Co Inc
N/A—97-97-100%$8.6K———
Fiduciary Financial Advisors
N/A—95-95-100%$8.4K———
Bellevue Asset Management, LLC
N/A—68-68-100%$6.1K———
Dunhill Financial, LLC
N/A—64-64-100%$5.7K———
Bogart Wealth, LLC
N/A—55-55-100%$4.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—29-29-100%$2.6K———
Copia Wealth Management
N/A—9-9-100%$801———
Providence Capital Advisors, LLC
N/A—8-8-100%$713———
Mpwm Advisory Solutions, LLC
N/A—7-7-100%$632———
Westfuller Advisors, LLC
N/A—6-6-100%$534———
Delos Wealth Advisors, LLC
N/A—2-2-100%$179———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$89———
Qube Research & Technologies Ltd
N/A—1-1-100%$89———
Showing 806 of 806 institutions