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Ishares Intl Aggregate Bond (IAGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Matson Money. Inc.
INCREASED
Shares10,506,303 from 10,062,129
Change+444,174 (+4%)
Value$516.9M (+$7.2M)
Filed 2026-10-23
WealthNavi Inc.
INCREASED
Shares7,341,257 from 6,646,207
Change+695,050 (+10%)
Value$361.2K (-$335.9M)
Filed 2026-10-27
Nationwide Fund Advisors
INCREASED
Shares5,470,181 from 3,439,200
Change+2,030,981 (+59%)
Value$269.1M (-$15.8M)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares2,586,246 from 2,549,605
Change+36,641 (+1%)
Value$127.2M (-$1.8M)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares2,398,261 from 1,595,853
Change+802,408 (+50%)
Value$118.0M (+$37.2M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
NEW
Shares1,976,397
Change+1,976,397
Value$97.2M
Filed 2026-10-28
Creative Planning
DECREASED
Shares1,874,673 from 2,181,893
Change-307,220 (-14%)
Value$92.2M (-$18.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares1,819,079 from 1,813,439
Change+5,640 (+0%)
Value$89.5M (-$2.3M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares1,169,661 from 968,201
Change+201,460 (+21%)
Value$57.5M (+$8.6M)
Filed 2026-11-06
One Way Holdings LLC
INCREASED
Shares1,145,188 from 1,038,310
Change+106,878 (+10%)
Value$56.3M (+$3.8M)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,115,625 from 1,088,753
Change+26,872 (+2%)
Value$54.9M (-$202.1K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares1,071,533 from 861,066
Change+210,467 (+24%)
Value$52.6M (+$9.6M)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,067,550 from 966,880
Change+100,670 (+10%)
Value$52.5M (+$3.6M)
Filed 2026-11-03
True Link Financial Advisors, LLC
INCREASED
Shares951,195 from 933,341
Change+17,854 (+2%)
Value$46.8M (-$428.3K)
Filed 2026-10-27
Kestra Investment Management, LLC
INCREASED
Shares831,753 from 804,432
Change+27,321 (+3%)
Value$40.9M (+$218.0K)
Filed 2026-11-04
Cahaba Wealth Management, Inc.
INCREASED
Shares652,368 from 626,723
Change+25,645 (+4%)
Value$32.1M (+$384.3K)
Filed 2026-10-26
Amarillo National Bank
INCREASED
Shares637,451 from 596,651
Change+40,800 (+7%)
Value$31.4M (+$1.2M)
Filed 2026-10-23
Boston Standard Wealth Management, LLC
DECREASED
Shares548,060 from 849,268
Change-301,208 (-35%)
Value$27.0M (-$15.7M)
Filed 2026-10-07
Modera Wealth Management, LLC
DECREASED
Shares511,919 from 533,071
Change-21,152 (-4%)
Value$25.2M (-$1.8M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares482,844 from 436,171
Change+46,673 (+11%)
Value$23.8M (+$1.7M)
Filed 2026-10-23
Penobscot Wealth Management
INCREASED
Shares431,590 from 402,313
Change+29,277 (+7%)
Value$21.2M (+$877.2K)
Filed 2026-10-21
Dorval Corp
INCREASED
Shares395,461 from 385,459
Change+10,002 (+3%)
Value$19.5M (-$47.6K)
Filed 2026-10-29
Landmark Wealth Management, Inc.
DECREASED
Shares384,312 from 398,519
Change-14,207 (-4%)
Value$18.9M (-$1.3M)
Filed 2026-11-04
Mason & Associates, LLC
INCREASED
Shares380,783 from 373,233
Change+7,550 (+2%)
Value$18.7M (-$151.1K)
Filed 2026-10-26
NYL Investors LLC
DECREASED
Shares342,892 from 347,798
Change-4,906 (-1%)
Value$16.9M (-$728.3K)
Filed 2026-11-03
Tectonic Advisors LLC
UNCHANGED
Shares327,808 from 327,808
Change0 (0%)
Value$16.1M (-$458.9K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares301,837 from 252,280
Change+49,557 (+20%)
Value$14.9M (+$2.1M)
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares300,894 from 274,800
Change+26,094 (+10%)
Value$14.8M (+$899.1K)
Filed 2026-11-05
Values Added Financial LLC
DECREASED
Shares298,296 from 396,650
Change-98,354 (-25%)
Value$14.7M (-$5.4M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares277,391 from 284,903
Change-7,512 (-3%)
Value$13.6K (-$14.4M)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares271,396 from 247,549
Change+23,847 (+10%)
Value$13.4M (+$826.7K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares260,450 from 250,856
Change+9,594 (+4%)
Value$12.8M (+$120.8K)
Filed 2026-10-16
Trinity Wealth Management, LLC
INCREASED
Shares251,748 from 250,098
Change+1,650 (+1%)
Value$12.4M (-$269.0K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares236,334 from 218,843
Change+17,491 (+8%)
Value$11.6M (+$554.2K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares208,176 from 164,165
Change+44,011 (+27%)
Value$10.2M (+$1.9M)
Filed 2026-11-05
KWB Wealth
INCREASED
Shares203,972 from 196,675
Change+7,297 (+4%)
Value$10.0M (+$83.7K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares191,551 from 173,620
Change+17,931 (+10%)
Value$9.4M (+$736.3K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares177,329 from 104,760
Change+72,569 (+69%)
Value$8.7M (+$3.4M)
Filed 2026-11-02
Brooklyn FI, LLC
INCREASED
Shares171,763 from 150,691
Change+21,072 (+14%)
Value$8.6M (+$1.1M)
Filed 2026-11-05
Securian Asset Management, Inc
UNCHANGED
Shares170,326 from 170,326
Change0 (0%)
Value$8.4M (-$110.7K)
Filed 2026-11-06
Shepherd Financial Partners LLC
INCREASED
Shares166,879 from 156,385
Change+10,494 (+7%)
Value$8.2M (+$297.3K)
Filed 2026-11-03
Appleton Partners Inc
INCREASED
Shares159,168 from 153,964
Change+5,204 (+3%)
Value$7.8K (-$7.8M)
Filed 2026-10-30
New Capital Management LP
INCREASED
Shares156,323 from 153,832
Change+2,491 (+2%)
Value$7.7M (-$92.8K)
Filed 2026-10-29
Investment Partners, Ltd.
INCREASED
Shares153,497 from 76,384
Change+77,113 (+101%)
Value$7.6M (+$3.7M)
Filed 2026-10-29
Robinswood Financial LLC
DECREASED
Shares146,039 from 146,112
Change-73 (0%)
Value$7.2M (-$211.1K)
Filed 2026-10-20
Discipline Wealth Solutions, LLC
DECREASED
Shares145,054 from 164,332
Change-19,278 (-12%)
Value$7.1M (-$1.2M)
Filed 2026-10-14
Kopp Family Office, LLC
INCREASED
Shares138,982 from 839
Change+138,143 (+16465%)
Value$41.3K (-$1.2K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares137,927 from 121,753
Change+16,174 (+13%)
Value$6.8M (+$625.3K)
Filed 2026-11-05
Hughes Financial Services, LLC
NEW
Shares134,088
Change+134,088
Value$6.6M
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares130,328 from 153,062
Change-22,734 (-15%)
Value$6.4M (-$1.3M)
Filed 2026-10-08
Moneywise, Inc.
INCREASED
Shares129,022 from 128,729
Change+293 (+0%)
Value$6.3M (-$165.8K)
Filed 2026-10-30
15 Wealth Advisors LLC
NEW
Shares126,724
Change+126,724
Value$6.2M
Filed 2026-10-14
Kooman & Associates
DECREASED
Shares124,379 from 126,182
Change-1,803 (-1%)
Value$6.1M (-$265.3K)
Filed 2026-10-21
Wiser Wealth Management, Inc
DECREASED
Shares120,629 from 128,884
Change-8,255 (-6%)
Value$5.9M (-$586.6K)
Filed 2026-10-14
Aletheian Wealth Advisors LLC
INCREASED
Shares119,293 from 98,770
Change+20,523 (+21%)
Value$5.9M (+$871.5K)
Filed 2026-10-08
Avantax Planning Partners, Inc.
INCREASED
Shares112,466 from 6,321
Change+106,145 (+1679%)
Value$5.5M (+$5.2M)
Filed 2026-11-03
Arkansas Financial Group, Inc.
DECREASED
Shares112,019 from 115,540
Change-3,521 (-3%)
Value$5.5M (-$335.0K)
Filed 2026-10-26
Orin Green Financial, LLC
INCREASED
Shares111,322 from 75,394
Change+35,928 (+48%)
Value$5.5M (+$1.7M)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares110,221 from 2,971
Change+107,250 (+3610%)
Value$5.4M (+$5.3M)
Filed 2026-10-15
Xena Financial Planning, LLC
INCREASED
Shares109,935 from 104,732
Change+5,203 (+5%)
Value$5.4M (+$109.4K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
UNCHANGED
Shares104,367 from 104,367
Change0 (0%)
Value$5.1M (-$146.1K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
DECREASED
Shares104,180 from 140,274
Change-36,094 (-26%)
Value$5.1M (-$2.0M)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares101,797 from 102,019
Change-222 (0%)
Value$5.0M (-$153.8K)
Filed 2026-10-21
Phillips Financial Management, LLC
DECREASED
Shares100,232 from 113,497
Change-13,265 (-12%)
Value$4.9M (-$811.5K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares98,942 from 144,065
Change-45,123 (-31%)
Value$4.9K (-$7.3M)
Filed 2026-10-26
Allstreet Capital Advisors LLC
INCREASED
Shares92,295 from 80,060
Change+12,235 (+15%)
Value$4.5M (+$489.9K)
Filed 2026-11-04
Balance Wealth Partners LLC
INCREASED
Shares91,998 from 84,517
Change+7,481 (+9%)
Value$4.5M (+$249.7K)
Filed 2026-10-27
Advus Financial Partners, LLC
INCREASED
Shares88,502 from 82,278
Change+6,224 (+8%)
Value$4.4M (+$191.0K)
Filed 2026-10-20
Legacy Wealth Partners, LLC
DECREASED
Shares88,390 from 93,231
Change-4,841 (-5%)
Value$4.3M (-$368.7K)
Filed 2026-10-15
Elevated Financial Group LLC
DECREASED
Shares84,131 from 106,047
Change-21,916 (-21%)
Value$4.1M (-$1.2M)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
NEW
Shares82,583
Change+82,583
Value$4.1M
Filed 2026-10-19
JGP Wealth Management, LLC
INCREASED
Shares81,596 from 80,494
Change+1,102 (+1%)
Value$4.0M (-$58.5K)
Filed 2026-10-13
Bannerman Wealth Management Group, LLC
INCREASED
Shares78,203 from 75,435
Change+2,768 (+4%)
Value$3.8M (+$30.6K)
Filed 2026-10-09
Paragon Advisors, LLC
INCREASED
Shares77,494 from 55,129
Change+22,365 (+41%)
Value$3.8M (+$1.0M)
Filed 2026-11-03
Factor Wealth Management LTD
INCREASED
Shares75,785 from 47,189
Change+28,596 (+61%)
Value$3.7M (+$1.3M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares73,138 from 60,495
Change+12,643 (+21%)
Value$3.6M (+$537.3K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares72,091 from 39,157
Change+32,934 (+84%)
Value$3.5M (+$1.6M)
Filed 2026-11-05
Camelot Technology Advisors, Inc.
INCREASED
Shares71,016 from 68,003
Change+3,013 (+4%)
Value$3.5M (+$53.0K)
Filed 2026-10-09
FC Advisory LLC
INCREASED
Shares70,136 from 52,385
Change+17,751 (+34%)
Value$3.5M (+$800.0K)
Filed 2026-10-05
Golden State Wealth Management, LLC
INCREASED
Shares69,710 from 39,614
Change+30,096 (+76%)
Value$3.4M (+$1.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares68,778 from 49,963
Change+18,815 (+38%)
Value$3.4M (+$855.8K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares67,358 from 65,532
Change+1,826 (+3%)
Value$3.3M (-$1.9K)
Filed 2026-10-13
Eclectic Associates Inc
INCREASED
Shares67,135 from 45,069
Change+22,066 (+49%)
Value$3.3M (+$1.0M)
Filed 2026-10-09
Tsfg, LLC
DECREASED
Shares67,005 from 191,107
Change-124,102 (-65%)
Value$3.3K (-$9.7M)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares64,366 from 90,353
Change-25,987 (-29%)
Value$3.2M (-$1.4M)
Filed 2026-11-06
AlphaStar Capital Management, LLC
DECREASED
Shares62,704 from 65,098
Change-2,394 (-4%)
Value$3.1M (-$209.0K)
Filed 2026-10-16
Allegheny Financial Group
DECREASED
Shares62,518 from 63,276
Change-758 (-1%)
Value$3.1M (-$125.9K)
Filed 2026-11-05
Sage Rhino Capital LLC
INCREASED
Shares62,402 from 61,809
Change+593 (+1%)
Value$3.1M (-$57.4K)
Filed 2026-10-28
Hunter Associates Investment Management LLC
INCREASED
Shares62,082 from 61,082
Change+1,000 (+2%)
Value$3.1K (-$3.1M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares61,510 from 48,219
Change+13,291 (+28%)
Value$3.0M (+$612.1K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
INCREASED
Shares59,946 from 49,806
Change+10,140 (+20%)
Value$2.9M (+$429.2K)
Filed 2026-10-15
Synergy Asset Management, LLC
INCREASED
Shares57,846 from 48,206
Change+9,640 (+20%)
Value$2.8M (+$406.8K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
DECREASED
Shares56,861 from 62,345
Change-5,484 (-9%)
Value$2.8M (-$357.1K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares54,780 from 44,128
Change+10,652 (+24%)
Value$2.7M (+$462.3K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares54,414 from 55,817
Change-1,403 (-3%)
Value$2.7M (-$147.2K)
Filed 2026-10-27
Revisor Wealth Management LLC
INCREASED
Shares52,912 from 52,409
Change+503 (+1%)
Value$2.6M (-$43.8K)
Filed 2026-10-20
Annex Advisory Services, LLC
DECREASED
Shares52,510 from 1,476,042
Change-1,423,532 (-96%)
Value$2.6M (-$72.1M)
Filed 2026-10-16
Breakwater Investment Management
DECREASED
Shares52,492 from 88,227
Change-35,735 (-40%)
Value$2.6M (-$1.9M)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
INCREASED
Shares51,410 from 50,860
Change+550 (+1%)
Value$2.5M (-$44.1K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares51,350 from 94,197
Change-42,847 (-45%)
Value$2.5M (-$2.2M)
Filed 2026-10-28
Stonekeep Investments, LLC
INCREASED
Shares50,605 from 48,797
Change+1,808 (+4%)
Value$2.5M (+$2.5M)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares49,593 from 43,494
Change+6,099 (+14%)
Value$2.4M (+$262.7K)
Filed 2026-10-09
Columbus Macro, LLC
INCREASED
Shares48,929 from 46,372
Change+2,557 (+6%)
Value$2.4M (+$60.9K)
Filed 2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED
Shares48,359 from 10,268
Change+38,091 (+371%)
Value$2.4M (+$1.9M)
Filed 2026-10-29
Livet Wealth, LLC
INCREASED
Shares47,332 from 45,349
Change+1,983 (+4%)
Value$2.3M (+$34.1K)
Filed 2026-10-27
Northern Lights Advisors, Inc.
INCREASED
Shares47,174 from 40,769
Change+6,405 (+16%)
Value$2.3M (+$258.0K)
Filed 2026-10-21
Prosperity Planning, Inc.
INCREASED
Shares44,033 from 42,633
Change+1,400 (+3%)
Value$2.2M (+$9.2K)
Filed 2026-10-09
NBT Bank, N.A.
DECREASED
Shares43,746 from 44,997
Change-1,251 (-3%)
Value$2.2M (-$124.5K)
Filed 2026-10-21
Worth Asset Management, LLC
NEW
Shares43,660
Change+43,660
Value$2.1M
Filed 2026-10-07
Keybank National Association
DECREASED
Shares43,597 from 43,643
Change-46 (0%)
Value$2.1M (-$63.4K)
Filed 2026-11-04
Corepath Wealth Partners LLC
DECREASED
Shares43,422 from 48,961
Change-5,539 (-11%)
Value$2.1M (-$308.9K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares42,949 from 79,654
Change-36,705 (-46%)
Value$2.1M (-$1.9M)
Filed 2026-11-06
Tenret Co LLC
NEW
Shares42,180
Change+42,180
Value$2.1M
Filed 2026-11-02
City State Bank
INCREASED
Shares41,820 from 41,620
Change+200 (+0%)
Value$2.1M (-$48.4K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares41,066 from 39,986
Change+1,080 (+3%)
Value$2.0M (-$2.9K)
Filed 2026-10-16
Alterna Wealth Management, Inc
DECREASED
Shares40,233 from 61,183
Change-20,950 (-34%)
Value$2.0M (-$1.1M)
Filed 2026-10-27
Bfsg, LLC
INCREASED
Shares39,252 from 38,442
Change+810 (+2%)
Value$1.9M (-$14.0K)
Filed 2026-10-30
Center For Asset Management LLC
DECREASED
Shares39,007 from 44,838
Change-5,831 (-13%)
Value$1.9M (-$349.6K)
Filed 2026-10-16
Exchange Bank
INCREASED
Shares37,288 from 34,486
Change+2,802 (+8%)
Value$1.8M (+$89.6K)
Filed 2026-10-07
Veratis Advisors, Inc.
INCREASED
Shares36,892 from 36,022
Change+870 (+2%)
Value$1.8M (-$7.6K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
INCREASED
Shares36,861 from 21,526
Change+15,335 (+71%)
Value$1.8M (+$724.3K)
Filed 2026-10-20
Capital Investment Advisors, LLC
NEW
Shares35,770
Change+35,770
Value$1.8M
Filed 2026-10-22
Horizons Wealth Management
NEW
Shares35,339
Change+35,339
Value$1.7M
Filed 2026-10-05
Blossom Wealth Management
INCREASED
Shares33,803 from 32,824
Change+979 (+3%)
Value$1.7M (+$2.2K)
Filed 2026-11-03
RHS Financial, LLC
DECREASED
Shares32,400 from 42,519
Change-10,119 (-24%)
Value$1.6M (-$557.4K)
Filed 2026-10-13
Friedenthal Financial
INCREASED
Shares32,052 from 31,674
Change+378 (+1%)
Value$1.6M (-$25.7K)
Filed 2026-10-27
Prospect Financial Group LLC
INCREASED
Shares30,476 from 15,253
Change+15,223 (+100%)
Value$1.5M (+$727.6K)
Filed 2026-11-05
Myecfo, LLC
INCREASED
Shares30,030 from 9,580
Change+20,450 (+213%)
Value$1.5M (+$992.7K)
Filed 2026-10-14
Endeavor Private Wealth, Inc.
INCREASED
Shares28,479 from 26,455
Change+2,024 (+8%)
Value$1.4M (+$62.5K)
Filed 2026-11-05
Apollon Financial, LLC
INCREASED
Shares27,594 from 22,007
Change+5,587 (+25%)
Value$1.4M (+$244.1K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares26,209 from 66,761
Change-40,552 (-61%)
Value$1.3M (-$2.1M)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares26,114 from 15,912
Change+10,202 (+64%)
Value$1.3M (+$479.7K)
Filed 2026-10-21
Valpey Financial Services, LLC
INCREASED
Shares25,853 from 25,776
Change+77 (+0%)
Value$1.3M (-$32.3K)
Filed 2026-10-30
LexAurum Advisors, LLC
DECREASED
Shares25,239 from 25,457
Change-218 (-1%)
Value$1.2M (-$46.4K)
Filed 2026-10-19
Aspen Wealth Management LLC
INCREASED
Shares25,041 from 17,138
Change+7,903 (+46%)
Value$1.2M (+$364.9K)
Filed 2026-10-14
Cullen T Bankers, Inc.
DECREASED
Shares24,513 from 24,646
Change-133 (-1%)
Value$1.2M (-$41.0K)
Filed 2026-10-28
Merkkuri Wealth Advisors LLC
INCREASED
Shares23,973 from 22,898
Change+1,075 (+5%)
Value$1.2M (+$20.8K)
Filed 2026-11-03
Stanich Group LLC
NEW
Shares23,657
Change+23,657
Value$1.2M
Filed 2026-10-16
Zenith Solutions, Inc.
INCREASED
Shares23,449 from 21,460
Change+1,989 (+9%)
Value$1.2M (+$67.8K)
Filed 2026-10-19
Comprehensive Wealth Management, LLC
INCREASED
Shares22,821 from 22,218
Change+603 (+3%)
Value$1.1M (-$1.4K)
Filed 2026-11-02
MilWealth Group LLC
NEW
Shares22,594
Change+22,594
Value$1.1M
Filed 2026-11-02
Ackerman Capital Advisors, LLC
UNCHANGED
Shares22,490 from 22,490
Change0 (0%)
Value$1.1M (-$31.5K)
Filed 2026-10-30
Financial Planning Navigators Corp
INCREASED
Shares21,929 from 20,566
Change+1,363 (+7%)
Value$1.1M (+$38.3K)
Filed 2026-10-14
Bear Mountain Capital, Inc.
DECREASED
Shares21,829 from 23,312
Change-1,483 (-6%)
Value$1.1M (-$87.3K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares20,224 from 15,485
Change+4,739 (+31%)
Value$995.0K (+$211.5K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares20,164 from 21,340
Change-1,176 (-6%)
Value$992.1K (-$87.7K)
Filed 2026-10-16
Financial Architects, LLC
DECREASED
Shares20,155 from 34,210
Change-14,055 (-41%)
Value$991.6K (-$739.4K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
NEW
Shares19,210
Change+19,210
Value$945.1K
Filed 2026-11-03
Intergy Private Wealth, LLC
INCREASED
Shares19,026 from 17,186
Change+1,840 (+11%)
Value$936.1K (+$66.5K)
Filed 2026-10-16
Unify Financial Advisors
INCREASED
Shares18,871 from 15,512
Change+3,359 (+22%)
Value$928.4K (+$143.5K)
Filed 2026-11-03
Sharkey, Howes & Javer
DECREASED
Shares18,791 from 30,856
Change-12,065 (-39%)
Value$924.5K (-$636.8K)
Filed 2026-10-22
Capital Wealth Management, LLC
DECREASED
Shares18,363 from 21,987
Change-3,624 (-16%)
Value$903.5K (-$209.1K)
Filed 2026-10-27
Droms Strauss Advisors Inc
INCREASED
Shares17,897 from 17,623
Change+274 (+2%)
Value$880.6K (-$11.2K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares17,827 from 21,553
Change-3,726 (-17%)
Value$877.1K (-$213.5K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
UNCHANGED
Shares17,368 from 17,368
Change0 (0%)
Value$854.5K (-$24.3K)
Filed 2026-10-16
Summit Financial Strategies, Inc.
INCREASED
Shares16,992 from 12,088
Change+4,904 (+41%)
Value$836.0K (+$224.4K)
Filed 2026-10-14
Charles Schwab Trust Co
INCREASED
Shares16,937 from 16,504
Change+433 (+3%)
Value$833.3K (-$1.8K)
Filed 2026-10-15
Rinkey Investments
INCREASED
Shares16,658 from 10,150
Change+6,508 (+64%)
Value$819.6K (+$306.0K)
Filed 2026-10-28
Magnus Financial Group LLC
NEW
Shares16,535
Change+16,535
Value$813.5K
Filed 2026-10-21
Vested Financial Planning, LLC
DECREASED
Shares16,219 from 17,630
Change-1,411 (-8%)
Value$798.0K (-$94.1K)
Filed 2026-10-28
Polaris Investment Advisors, LLC
DECREASED
Shares16,036 from 19,448
Change-3,412 (-18%)
Value$789.0K (-$195.1K)
Filed 2026-10-20
Global View Capital Management LLC
DECREASED
Shares15,759 from 22,602
Change-6,843 (-30%)
Value$775.3K (-$368.3K)
Filed 2026-10-28
CGN Advisors LLC
DECREASED
Shares15,349 from 18,668
Change-3,319 (-18%)
Value$755.2K (-$189.4K)
Filed 2026-10-21
GuidedMoney, LLC
INCREASED
Shares15,187 from 9,807
Change+5,380 (+55%)
Value$747.2K (+$251.0K)
Filed 2026-10-29
Retirement Investment Advisors, Inc.
INCREASED
Shares14,976 from 14,793
Change+183 (+1%)
Value$736.8K (-$168)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares14,649 from 15,263
Change-614 (-4%)
Value$720.7K (-$51.6K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares14,497 from 16,269
Change-1,772 (-11%)
Value$713.3K (-$109.9K)
Filed 2026-10-23
Finley Financial, LLC
UNCHANGED
Shares14,460 from 14,460
Change0 (0%)
Value$708.3K (-$23.4K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares14,005 from 13,996
Change+9 (+0%)
Value$689.0K (-$19.2K)
Filed 2026-10-26
Curtis Advisory Group, LLC
INCREASED
Shares14,004 from 12,892
Change+1,112 (+9%)
Value$689.0K (+$36.7K)
Filed 2026-10-28
Burns Matteson Capital Management, LLC
UNCHANGED
Shares13,691 from 13,691
Change0 (0%)
Value$673.6K (-$19.1K)
Filed 2026-10-16
Asset One Wealth Management LLC
NEW
Shares13,661
Change+13,661
Value$672.1K
Filed 2026-11-02
Aspect Partners, LLC
INCREASED
Shares13,045 from 9,580
Change+3,465 (+36%)
Value$641.8K (+$157.1K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares12,381 from 14,004
Change-1,623 (-12%)
Value$609.1K (-$99.5K)
Filed 2026-10-16
Orba Wealth Advisors, L.L.C.
DECREASED
Shares12,336 from 13,937
Change-1,601 (-11%)
Value$606.9K (-$98.3K)
Filed 2026-10-23
Compound Planning, Inc.
NEW
Shares11,716
Change+11,716
Value$576.4K
Filed 2026-11-05
Daymark Wealth Partners, LLC
NEW
Shares11,672
Change+11,672
Value$574.3K
Filed 2026-11-04
Tarbox Family Office, Inc.
INCREASED
Shares11,449 from 11,105
Change+344 (+3%)
Value$563.3K (+$1.4K)
Filed 2026-10-23
Winnacle Wealth LLC
NEW
Shares11,122
Change+11,122
Value$547.2K
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares11,065 from 603
Change+10,462 (+1735%)
Value$544.4K (+$513.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares10,990 from 675
Change+10,315 (+1528%)
Value$538.3K (+$504.4K)
Filed 2026-11-02
Ascent Group, LLC
INCREASED
Shares10,918 from 7,638
Change+3,280 (+43%)
Value$537.2K (+$150.7K)
Filed 2026-10-30
Riverbend Wealth Management, LLC
DECREASED
Shares10,814 from 10,939
Change-125 (-1%)
Value$532.0K (-$21.5K)
Filed 2026-10-15
Firethorn Wealth Partners, LLC
DECREASED
Shares10,810 from 12,251
Change-1,441 (-12%)
Value$531.8K (-$88.1K)
Filed 2026-10-14
PW Nova Financial Services LLC
INCREASED
Shares10,713 from 3,964
Change+6,749 (+170%)
Value$527.1K (+$326.5K)
Filed 2026-10-15
Golden Bell Financial Planning LLC
INCREASED
Shares10,572 from 6,133
Change+4,439 (+72%)
Value$520.1K (+$209.8K)
Filed 2026-11-02
Richmond Investment Services, LLC
DECREASED
Shares10,451 from 13,390
Change-2,939 (-22%)
Value$514.2K (-$163.3K)
Filed 2026-10-29
Pinion Investment Advisors, LLC
INCREASED
Shares10,450 from 9,602
Change+848 (+9%)
Value$514.1K (+$28.3K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
DECREASED
Shares10,433 from 10,526
Change-93 (-1%)
Value$513.3K (-$19.3K)
Filed 2026-11-02
Titleist Asset Management, LLC
NEW
Shares10,252
Change+10,252
Value$504.4K
Filed 2026-10-08
Choreo, LLC
INCREASED
Shares9,833 from 8,032
Change+1,801 (+22%)
Value$483.8K (+$77.3K)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares9,400 from 12,323
Change-2,923 (-24%)
Value$462.5K (-$161.1K)
Filed 2026-10-23
Physician Wealth Solutions Inc.
DECREASED
Shares9,347 from 15,241
Change-5,894 (-39%)
Value$459.9K (-$311.3K)
Filed 2026-10-14
Sharper & Granite LLC
DECREASED
Shares9,289 from 9,499
Change-210 (-2%)
Value$464.8K (-$15.8K)
Filed 2026-11-02
Carter Financial Group, Inc.
INCREASED
Shares9,029 from 7,376
Change+1,653 (+22%)
Value$444.2K (+$71.0K)
Filed 2026-10-21
4J Wealth Management LLC
NEW
Shares8,866
Change+8,866
Value$436.2K
Filed 2026-11-02
Mcdonald Partners LLC
INCREASED
Shares8,296 from 7,592
Change+704 (+9%)
Value$408.2K (+$24.0K)
Filed 2026-11-03
Clark Asset Management, LLC
NEW
Shares8,264
Change+8,264
Value$406.6K
Filed 2026-10-19
Manuka Financial, LLC
NEW
Shares8,216
Change+8,216
Value$404.2K
Filed 2026-10-16
Swmg, LLC
NEW
Shares8,004
Change+8,004
Value$395.4K
Filed 2026-10-23
Insight Wealth Strategies, LLC
DECREASED
Shares7,992 from 8,886
Change-894 (-10%)
Value$393.2K (-$52.5K)
Filed 2026-10-09
CFG Wealth Management Services, Inc.
DECREASED
Shares7,834 from 7,916
Change-82 (-1%)
Value$383.7K (-$8.3K)
Filed 2026-10-21
W.H. Cornerstone Investments Inc.
INCREASED
Shares7,828 from 6,318
Change+1,510 (+24%)
Value$385.2K (+$65.5K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares7,747 from 4,294
Change+3,453 (+80%)
Value$381.2K (+$163.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares7,571 from 4,887
Change+2,684 (+55%)
Value$372.7K (+$125.5K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares7,473 from 8,157
Change-684 (-8%)
Value$367.7K (-$45.1K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares7,458 from 6,140
Change+1,318 (+21%)
Value$366.9K (+$56.2K)
Filed 2026-11-03
IVC Wealth Advisors LLC
INCREASED
Shares7,444 from 6,686
Change+758 (+11%)
Value$366.2K (+$27.9K)
Filed 2026-10-23
Bigelow Investment Advisors, LLC
DECREASED
Shares7,435 from 7,843
Change-408 (-5%)
Value$365.8K (-$31.1K)
Filed 2026-10-13
Morton Brown Family Wealth, LLC
NEW
Shares7,299
Change+7,299
Value$359.1K
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares7,265 from 5,106
Change+2,159 (+42%)
Value$357.4K (+$99.1K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares7,084 from 5,094
Change+1,990 (+39%)
Value$348.5K (+$90.7K)
Filed 2026-10-29
E6 Portfolios, LLC
INCREASED
Shares7,071 from 4,779
Change+2,292 (+48%)
Value$347.9K (+$106.1K)
Filed 2026-10-26
Omni 360 Wealth, Inc.
DECREASED
Shares6,970 from 7,478
Change-508 (-7%)
Value$342.9K (-$35.5K)
Filed 2026-10-13
Sensenig Capital Advisors, Inc
DECREASED
Shares6,871 from 7,793
Change-922 (-12%)
Value$338.1K (-$56.3K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
DECREASED
Shares6,863 from 6,994
Change-131 (-2%)
Value$337.7K (-$16.2K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,380 from 33,405
Change-27,025 (-81%)
Value$313.9K (-$1.4M)
Filed 2026-11-03
ASL Financial, LLC
UNCHANGED
Shares6,259 from 6,259
Change0 (0%)
Value$307.9K (-$8.8K)
Filed 2026-10-15
RBA Wealth Management, LLC
INCREASED
Shares6,024 from 5,936
Change+88 (+1%)
Value$296.4K (-$4.0K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares5,991 from 7,049
Change-1,058 (-15%)
Value$294.8K (-$61.9K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares5,929 from 5,912
Change+17 (+0%)
Value$291.7K (-$7.4K)
Filed 2026-10-19
Mann Financial Group, Inc.
INCREASED
Shares5,738 from 3,986
Change+1,752 (+44%)
Value$282.3K (+$80.6K)
Filed 2026-10-15
Quad-Cities Investment Group, LLC
DECREASED
Shares5,721 from 15,714
Change-9,993 (-64%)
Value$281.5K (-$513.7K)
Filed 2026-10-16
Avion Wealth
DECREASED
Shares5,699 from 6,721
Change-1,022 (-15%)
Value$280.0K (-$60.0K)
Filed 2026-11-04
Cassilly Financial Group LLC
DECREASED
Shares5,616 from 8,284
Change-2,668 (-32%)
Value$276.3K (-$142.9K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares5,604 from 5,289
Change+315 (+6%)
Value$275.7K (+$8.1K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
NEW
Shares5,577
Change+5,577
Value$274.4K
Filed 2026-11-06
MSH Capital Advisors LLC
DECREASED
Shares5,527 from 5,822
Change-295 (-5%)
Value$271.9K (-$22.7K)
Filed 2026-11-03
NTV Asset Management LLC
NEW
Shares5,511
Change+5,511
Value$271.1K
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares5,361
Change+5,361
Value$264.0K
Filed 2026-11-03
Global Financial Private Client, LLC
UNCHANGED
Shares5,316 from 5,316
Change0 (0%)
Value$261.5K (-$7.4K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
NEW
Shares5,283
Change+5,283
Value$259.9K
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares5,262 from 5,492
Change-230 (-4%)
Value$258.9K (-$19.0K)
Filed 2026-11-05
Archer Investment Management, LLC
NEW
Shares5,259
Change+5,259
Value$258.7K
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares5,259 from 15,905
Change-10,646 (-67%)
Value$258.7K (-$546.1K)
Filed 2026-11-04
Asempa Wealth Advisors
DECREASED
Shares5,173 from 11,680
Change-6,507 (-56%)
Value$253.4K (-$337.6K)
Filed 2026-10-07
Spire Wealth Management
DECREASED
Shares5,167 from 9,899
Change-4,732 (-48%)
Value$254.2K (-$246.7K)
Filed 2026-10-30
Accurate Wealth Management, LLC
NEW
Shares5,082
Change+5,082
Value$249.9K
Filed 2026-10-20
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares5,033 from 5,033
Change0 (0%)
Value$247.6K (-$7.0K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares4,955 from 8,430
Change-3,475 (-41%)
Value$245.2K (-$180.2K)
Filed 2026-11-03
Focused Alpha, LLC
INCREASED
Shares4,798 from 4,674
Change+124 (+3%)
Value$236.0K (-$477)
Filed 2026-10-20
Indivisible Partners
DECREASED
Shares4,700 from 5,144
Change-444 (-9%)
Value$231.2K (-$29.0K)
Filed 2026-10-26
Avant Financial Advisors LLC
UNCHANGED
Shares4,679 from 4,679
Change0 (0%)
Value$230.2K (-$6.6K)
Filed 2026-11-02
Stewardship Advisors, LLC
DECREASED
Shares4,668 from 4,702
Change-34 (-1%)
Value$229.7K (-$8.2K)
Filed 2026-10-20
SigFig Wealth Management, LLC
INCREASED
Shares4,544 from 4,377
Change+167 (+4%)
Value$223.6K (+$2.0K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
DECREASED
Shares4,543 from 4,939
Change-396 (-8%)
Value$223.5K (-$26.4K)
Filed 2026-10-14
Csenge Advisory Group
DECREASED
Shares4,517 from 10,087
Change-5,570 (-55%)
Value$222.2K (-$288.2K)
Filed 2026-11-04
RFG Advisory, LLC
NEW
Shares4,258
Change+4,258
Value$209.5K
Filed 2026-11-03
Latitude Advisors, LLC
DECREASED
Shares4,233 from 6,522
Change-2,289 (-35%)
Value$208.3K (-$121.7K)
Filed 2026-10-27
Family Investment Center, Inc.
INCREASED
Shares4,085 from 4,068
Change+17 (+0%)
Value$201.0K (-$4.9K)
Filed 2026-10-19
Beacon Financial Group
UNCHANGED
Shares4,077 from 4,077
Change0 (0%)
Value$200.6K (-$5.7K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares3,715 from 3,916
Change-201 (-5%)
Value$182.8K (-$15.4K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares3,349
Change+3,349
Value$164.8K
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares3,084
Change+3,084
Value$151.7K
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$142.9K (-$4.1K)
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$142.7K (-$4.1K)
Filed 2026-11-04
KFG LLC
NEW
Shares2,648
Change+2,648
Value$130.3K
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares2,574 from 735
Change+1,839 (+250%)
Value$126.7K (+$89.4K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares2,486 from 1,979
Change+507 (+26%)
Value$122.3K (+$22.2K)
Filed 2026-11-06
Mosley Wealth Management
DECREASED
Shares2,486 from 2,696
Change-210 (-8%)
Value$122.6K (-$13.8K)
Filed 2026-10-16
Financial Consulate, Inc
INCREASED
Shares2,189 from 2,171
Change+18 (+1%)
Value$107.7K (-$2.2K)
Filed 2026-10-23
Y.D. More Investments Ltd
INCREASED
Shares2,150 from 800
Change+1,350 (+169%)
Value$105.8K (+$65.3K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares2,054 from 2,792
Change-738 (-26%)
Value$101.1K (-$40.2K)
Filed 2026-11-04
Stone House Investment Management, LLC
DECREASED
Shares2,012 from 2,991
Change-979 (-33%)
Value$99.0K (-$52.4K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$98.0K (-$2.8K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares1,925 from 3,632
Change-1,707 (-47%)
Value$94.7K (-$89.1K)
Filed 2026-10-08
Hanson & Doremus Investment Management
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$94 (-$96.9K)
Filed 2026-10-16
Fairway Wealth LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$77.5K (-$2.2K)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares1,551 from 2,402
Change-851 (-35%)
Value$76.3K (-$45.2K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares1,426 from 298
Change+1,128 (+379%)
Value$70.2K (+$55.1K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$68.4K (-$2.3K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares1,321 from 1,726
Change-405 (-23%)
Value$65.0K (-$22.3K)
Filed 2026-11-04
Yankcom Partnership
NEW
Shares1,288
Change+1,288
Value$63.4K
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$55.7K (-$1.6K)
Filed 2026-10-20
Kroeger Financial Partners
DECREASED
Shares1,028 from 57,250
Change-56,222 (-98%)
Value$50.6K (-$2.8M)
Filed 2026-10-19
Richardson Financial Services Inc.
INCREASED
Shares991 from 617
Change+374 (+61%)
Value$48.8K (+$17.5K)
Filed 2026-10-30
TFC Financial Management, Inc.
INCREASED
Shares786 from 711
Change+75 (+11%)
Value$38.7K (+$2.7K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$35.4K (-$758)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares609 from 204
Change+405 (+199%)
Value$30.0K (+$19.6K)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$29.0K (-$826)
Filed 2026-11-05
Jnba Financial Advisors
NEW
Shares466
Change+466
Value$22.9K
Filed 2026-11-03
Parkside Financial Bank & Trust
NEW
Shares454
Change+454
Value$22.3K
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$22.3K (-$636)
Filed 2026-10-15
Blueline Advisors LLC
INCREASED
Shares265 from 179
Change+86 (+48%)
Value$13.1K (+$4.0K)
Filed 2026-10-15
Advocate Investing Services LLC
DECREASED
Shares247 from 329
Change-82 (-25%)
Value$12.2K (-$4.5K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$12.2K (-$346)
Filed 2026-10-09
Farmers & Merchants Investments Inc
NEW
Shares244
Change+244
Value$12.0K
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares238
Change+238
Value$11.7K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$11.3K (-$322)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares214
Change+214
Value$10.5K
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$10.4K (-$297)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares200
Change+200
Value$9.8K
Filed 2026-10-21
Reap Financial Group, LLC
DECREASED
Shares192 from 584
Change-392 (-67%)
Value$9.4K (-$20.1K)
Filed 2026-11-02
Trust Co of Vermont
INCREASED
Shares175 from 78
Change+97 (+124%)
Value$8.6K (+$4.7K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares159 from 58
Change+101 (+174%)
Value$7.8K (+$4.9K)
Filed 2026-10-28
Trust Co
INCREASED
Shares148 from 10
Change+138 (+1380%)
Value$7.3K (+$6.8K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
INCREASED
Shares145 from 18
Change+127 (+706%)
Value$7.1K (+$6.2K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares122 from 134
Change-12 (-9%)
Value$6.0K (-$778)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$5.7K (-$161)
Filed 2026-10-28
Kingdom Financial Group Llc.
NEW
Shares110
Change+110
Value$5.4K
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares98
Change+98
Value$4.8K
Filed 2026-11-05
Essential Partners LLC
NEW
Shares94
Change+94
Value$4.6K
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares75 from 213
Change-138 (-65%)
Value$3.7K (-$7.1K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares68 from 64
Change+4 (+6%)
Value$3.3K (+$79)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.3K (-$66)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares58
Change+58
Value$2.9K
Filed 2026-11-04
Roxbury Financial LLC
NEW
Shares57
Change+57
Value$2.8K
Filed 2026-10-01
Eastern Bank
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.7K (-$75)
Filed 2026-10-05
Wolff Wiese Magana LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.6K (-$74)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.6K (-$74)
Filed 2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.3K (-$66)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.1K (-$60)
Filed 2026-10-07
Beacon Financial Strategies Corp
NEW
Shares40
Change+40
Value$2.0K
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.6K (-$46)
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares30 from 19
Change+11 (+58%)
Value$1.5K (+$515)
Filed 2026-10-14
GGM Financial LLC
DECREASED
Shares29 from 32
Change-3 (-9%)
Value$1.4K (-$190)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (-$35)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$886 (-$25)
Filed 2026-10-13
Hager Investment Management Services, LLC
NEW
Shares15
Change+15
Value$738
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$541 (-$16)
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$196 (-$4)
Filed 2026-10-07
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$148 (+$46)
Filed 2026-10-16
Retirement Wealth Solutions LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$108 (-$2)
Filed 2026-10-07
Bradley & Co. Private Wealth Management, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-23
FFG Retirement Advisors LLC
CLOSED
Shares0 from 98,228
Change-98,228 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-20
Centurion Wealth Management LLC
CLOSED
Shares0 from 54,877
Change-54,877 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-13
Range Financial Group LLC
CLOSED
Shares0 from 38,458
Change-38,458 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 23,517
Change-23,517 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Maia Wealth LLC
CLOSED
Shares0 from 22,422
Change-22,422 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 19,292
Change-19,292 (-100%)
Value$0 (-$956.6K)
Filed 2026-11-02
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 13,095
Change-13,095 (-100%)
Value$0 (-$662.6K)
Filed 2026-10-05
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 12,986
Change-12,986 (-100%)
Value$0 (-$657.1K)
Filed 2026-10-14
Sovran Advisors, LLC
CLOSED
Shares0 from 12,084
Change-12,084 (-100%)
Value$0 (-$601.4K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 11,298
Change-11,298 (-100%)
Value$0 (-$571.7K)
Filed 2026-11-04
Daviman Financial, LLC
CLOSED
Shares0 from 9,940
Change-9,940 (-100%)
Value$0 (-$503.0K)
Filed 2026-11-06
RCS Financial Planning, LLC
CLOSED
Shares0 from 9,904
Change-9,904 (-100%)
Value$0 (-$501.2K)
Filed 2026-10-14
Strategic Blueprint, LLC
CLOSED
Shares0 from 9,649
Change-9,649 (-100%)
Value$0 (-$488.2K)
Filed 2026-10-22
Apeiron RIA LLC
CLOSED
Shares0 from 9,572
Change-9,572 (-100%)
Value$0 (-$484.3K)
Filed 2026-10-08
Apex Wealth Management, LLC
CLOSED
Shares0 from 9,004
Change-9,004 (-100%)
Value$0 (-$455.6K)
Filed 2026-10-20
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 8,930
Change-8,930 (-100%)
Value$0 (-$451.9K)
Filed 2026-11-03
Detalus Advisors, LLC
CLOSED
Shares0 from 8,898
Change-8,898 (-100%)
Value$0 (-$450.3K)
Filed 2026-10-15
Retirement Guys Formula LLC
CLOSED
Shares0 from 7,663
Change-7,663 (-100%)
Value$0 (-$387.8K)
Filed 2026-10-26
Strategy Asset Managers LLC
CLOSED
Shares0 from 7,596
Change-7,596 (-100%)
Value$0 (-$384.4K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 6,331
Change-6,331 (-100%)
Value$0 (-$320.3K)
Filed 2026-10-14
Columbia Advisory Partners LLC
CLOSED
Shares0 from 6,019
Change-6,019 (-100%)
Value$0 (-$304.6K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 5,731
Change-5,731 (-100%)
Value$0 (-$285.1K)
Filed 2026-10-16
Level Financial Advisors
CLOSED
Shares0 from 5,700
Change-5,700 (-100%)
Value$0 (-$288.4K)
Filed 2026-10-13
Able Wealth Management LLC
CLOSED
Shares0 from 5,216
Change-5,216 (-100%)
Value$0 (-$263.9K)
Filed 2026-10-13
Northland Securities, Inc.
CLOSED
Shares0 from 4,780
Change-4,780 (-100%)
Value$0 (-$241.9K)
Filed 2026-11-02
Arta Finance Wealth Management LLC
CLOSED
Shares0 from 4,436
Change-4,436 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-28
Krilogy Financial LLC
CLOSED
Shares0 from 4,365
Change-4,365 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-13
Kelly Financial Group LLC
CLOSED
Shares0 from 4,229
Change-4,229 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-16
Madson Wealth Advisors Inc
CLOSED
Shares0 from 4,135
Change-4,135 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-13
XY Planning Network, Inc.
CLOSED
Shares0 from 4,100
Change-4,100 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 3,955
Change-3,955 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-23
Islay Capital Management, LLC
CLOSED
Shares0 from 1,193
Change-1,193 (-100%)
Value$0 (-$60.4K)
Filed 2026-10-20
Gen-Wealth Partners Inc
CLOSED
Shares0 from 1,160
Change-1,160 (-100%)
Value$0 (-$58.7K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$23.6K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$14.4K)
Filed 2026-10-30
Clearstead Advisors, LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-06
Pittenger & Anderson Inc
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-26
Maseco LLP
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-27
Arvest Investments, Inc.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-27
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-20
True Wealth Design, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
SYM Financial Corp
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$860)
Filed 2026-10-13
Oakworth Capital, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$50)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares0 from 0
Change0
Value$16 ($0)
Filed 2026-10-23
Financial Engines Advisors L.L.C.
N/A
Shares— from 17,606,618
Change-17,606,618 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 16,434,463
Change-16,434,463 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,880,177
Change-9,880,177 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,539,391
Change-9,539,391 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 6,452,026
Change-6,452,026 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,175,776
Change-5,175,776 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,005,098
Change-4,005,098 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,985,088
Change-3,985,088 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,995,885
Change-2,995,885 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,517,551
Change-2,517,551 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,062,205
Change-2,062,205 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,023,152
Change-2,023,152 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,781,641
Change-1,781,641 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,436,013
Change-1,436,013 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,421,097
Change-1,421,097 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,307,184
Change-1,307,184 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,113,905
Change-1,113,905 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,095,863
Change-1,095,863 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,063,816
Change-1,063,816 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,021,366
Change-1,021,366 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 972,564
Change-972,564 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 934,984
Change-934,984 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 880,019
Change-880,019 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 872,594
Change-872,594 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 858,382
Change-858,382 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 800,318
Change-800,318 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 685,777
Change-685,777 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 649,771
Change-649,771 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 642,283
Change-642,283 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 640,614
Change-640,614 (-100%)
Value—
UBS Group AG
N/A
Shares— from 616,616
Change-616,616 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 595,447
Change-595,447 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 516,489
Change-516,489 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 483,840
Change-483,840 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 368,745
Change-368,745 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 357,992
Change-357,992 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 339,470
Change-339,470 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 309,591
Change-309,591 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 305,157
Change-305,157 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 297,704
Change-297,704 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 285,032
Change-285,032 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 259,604
Change-259,604 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 249,479
Change-249,479 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 248,599
Change-248,599 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 228,143
Change-228,143 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 210,560
Change-210,560 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 203,872
Change-203,872 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 185,890
Change-185,890 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 175,857
Change-175,857 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 174,806
Change-174,806 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 167,512
Change-167,512 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 145,273
Change-145,273 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 139,466
Change-139,466 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 132,930
Change-132,930 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 126,254
Change-126,254 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 115,425
Change-115,425 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 110,296
Change-110,296 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 109,023
Change-109,023 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 108,512
Change-108,512 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 104,740
Change-104,740 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 100,895
Change-100,895 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 100,772
Change-100,772 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 100,454
Change-100,454 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 100,426
Change-100,426 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 98,413
Change-98,413 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 93,078
Change-93,078 (-100%)
Value—
&partners
N/A
Shares— from 91,570
Change-91,570 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 86,041
Change-86,041 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 84,929
Change-84,929 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 84,496
Change-84,496 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 80,384
Change-80,384 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 73,228
Change-73,228 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 71,962
Change-71,962 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 71,253
Change-71,253 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 70,882
Change-70,882 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 69,506
Change-69,506 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 65,618
Change-65,618 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 65,143
Change-65,143 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 65,043
Change-65,043 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 63,413
Change-63,413 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 62,621
Change-62,621 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,599
Change-62,599 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 62,550
Change-62,550 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 61,790
Change-61,790 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 59,388
Change-59,388 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 58,694
Change-58,694 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 56,898
Change-56,898 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 56,895
Change-56,895 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 55,936
Change-55,936 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 55,552
Change-55,552 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 51,868
Change-51,868 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 51,229
Change-51,229 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 50,908
Change-50,908 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 50,583
Change-50,583 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 50,313
Change-50,313 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 50,313
Change-50,313 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 48,701
Change-48,701 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 47,973
Change-47,973 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 47,061
Change-47,061 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45,509
Change-45,509 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 45,258
Change-45,258 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 45,256
Change-45,256 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 43,736
Change-43,736 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 42,882
Change-42,882 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 42,185
Change-42,185 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 39,678
Change-39,678 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,668
Change-38,668 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 35,546
Change-35,546 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 32,103
Change-32,103 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 31,468
Change-31,468 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 30,830
Change-30,830 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 29,484
Change-29,484 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 28,651
Change-28,651 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 27,309
Change-27,309 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 26,707
Change-26,707 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 26,444
Change-26,444 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 25,299
Change-25,299 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 24,998
Change-24,998 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,730
Change-24,730 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,295
Change-24,295 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 23,568
Change-23,568 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 22,526
Change-22,526 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,082
Change-22,082 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 21,958
Change-21,958 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,926
Change-20,926 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,705
Change-20,705 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 20,673
Change-20,673 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 19,893
Change-19,893 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 19,506
Change-19,506 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 19,332
Change-19,332 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,274
Change-19,274 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,241
Change-19,241 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 18,829
Change-18,829 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 18,781
Change-18,781 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 18,530
Change-18,530 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 18,225
Change-18,225 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 16,521
Change-16,521 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 16,204
Change-16,204 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 15,777
Change-15,777 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 14,781
Change-14,781 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,603
Change-14,603 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 12,249
Change-12,249 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,613
Change-11,613 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 11,557
Change-11,557 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,036
Change-11,036 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,888
Change-9,888 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 9,387
Change-9,387 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,126
Change-9,126 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 8,775
Change-8,775 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,817
Change-5,817 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,713
Change-5,713 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 857
Change-857 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 652
Change-652 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 586
Change-586 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 495
Change-495 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 370
Change-370 (-100%)
Value—
10Elms LLP
N/A
Shares— from 321
Change-321 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 284
Change-284 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 271
Change-271 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 66
Change-66 (-100%)
Value—
CNB Bank
N/A
Shares— from 54
Change-54 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 36
Change-36 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 19
Change-19 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 9
Change-9 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Matson Money. Inc.
INCREASED10,506,30310,062,129+444,174+4%$509.7M$516.9M+$7.2M2026-10-23
WealthNavi Inc.
INCREASED7,341,2576,646,207+695,050+10%$336.3M$361.2K-$335.9M2026-10-27
Nationwide Fund Advisors
INCREASED5,470,1813,439,200+2,030,981+59%$284.9M$269.1M-$15.8M2026-10-28
Mather Group, Llc.
INCREASED2,586,2462,549,605+36,641+1%$129.0M$127.2M-$1.8M2026-10-14
Assetmark, Inc
INCREASED2,398,2611,595,853+802,408+50%$80.8M$118.0M+$37.2M2026-10-21
Exchange Traded Concepts, LLC
NEW1,976,397—+1,976,397——$97.2M—2026-10-28
Creative Planning
DECREASED1,874,6732,181,893-307,220-14%$110.4M$92.2M-$18.2M2026-11-02
Commonwealth Equity Services, LLC
INCREASED1,819,0791,813,439+5,640+0%$91.8M$89.5M-$2.3M2026-11-02
Savant Capital, LLC
INCREASED1,169,661968,201+201,460+21%$48.9M$57.5M+$8.6M2026-11-06
One Way Holdings LLC
INCREASED1,145,1881,038,310+106,878+10%$52.5M$56.3M+$3.8M2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED1,115,6251,088,753+26,872+2%$55.1M$54.9M-$202.1K2026-10-20
Apella Capital, LLC
INCREASED1,071,533861,066+210,467+24%$43.0M$52.6M+$9.6M2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED1,067,550966,880+100,670+10%$48.9M$52.5M+$3.6M2026-11-03
True Link Financial Advisors, LLC
INCREASED951,195933,341+17,854+2%$47.2M$46.8M-$428.3K2026-10-27
Kestra Investment Management, LLC
INCREASED831,753804,432+27,321+3%$40.7M$40.9M+$218.0K2026-11-04
Cahaba Wealth Management, Inc.
INCREASED652,368626,723+25,645+4%$31.7M$32.1M+$384.3K2026-10-26
Amarillo National Bank
INCREASED637,451596,651+40,800+7%$30.2M$31.4M+$1.2M2026-10-23
Boston Standard Wealth Management, LLC
DECREASED548,060849,268-301,208-35%$42.6M$27.0M-$15.7M2026-10-07
Modera Wealth Management, LLC
DECREASED511,919533,071-21,152-4%$27.0M$25.2M-$1.8M2026-10-28
Apollon Wealth Management, LLC
INCREASED482,844436,171+46,673+11%$22.1M$23.8M+$1.7M2026-10-23
Penobscot Wealth Management
INCREASED431,590402,313+29,277+7%$20.4M$21.2M+$877.2K2026-10-21
Dorval Corp
INCREASED395,461385,459+10,002+3%$19.5M$19.5M-$47.6K2026-10-29
Landmark Wealth Management, Inc.
DECREASED384,312398,519-14,207-4%$20.2M$18.9M-$1.3M2026-11-04
Mason & Associates, LLC
INCREASED380,783373,233+7,550+2%$18.9M$18.7M-$151.1K2026-10-26
NYL Investors LLC
DECREASED342,892347,798-4,906-1%$17.6M$16.9M-$728.3K2026-11-03
Tectonic Advisors LLC
UNCHANGED327,808327,80800%$16.6M$16.1M-$458.9K2026-10-22
PDS Planning, Inc
INCREASED301,837252,280+49,557+20%$12.8M$14.9M+$2.1M2026-11-03
Occidental Asset Management, LLC
INCREASED300,894274,800+26,094+10%$13.9M$14.8M+$899.1K2026-11-05
Values Added Financial LLC
DECREASED298,296396,650-98,354-25%$20.1M$14.7M-$5.4M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED277,391284,903-7,512-3%$14.4M$13.6K-$14.4M2026-11-02
BIP Wealth, LLC
INCREASED271,396247,549+23,847+10%$12.5M$13.4M+$826.7K2026-10-22
IFP Advisors, Inc
INCREASED260,450250,856+9,594+4%$12.7M$12.8M+$120.8K2026-10-16
Trinity Wealth Management, LLC
INCREASED251,748250,098+1,650+1%$12.7M$12.4M-$269.0K2026-10-13
Vise Technologies, Inc.
INCREASED236,334218,843+17,491+8%$11.1M$11.6M+$554.2K2026-10-29
Bank of New York Mellon Corp
INCREASED208,176164,165+44,011+27%$8.3M$10.2M+$1.9M2026-11-05
KWB Wealth
INCREASED203,972196,675+7,297+4%$10.0M$10.0M+$83.7K2026-10-16
SAX Wealth Advisors, LLC
INCREASED191,551173,620+17,931+10%$8.7M$9.4M+$736.3K2026-10-13
Kestra Advisory Services, LLC
INCREASED177,329104,760+72,569+69%$5.3M$8.7M+$3.4M2026-11-02
Brooklyn FI, LLC
INCREASED171,763150,691+21,072+14%$7.5M$8.6M+$1.1M2026-11-05
Securian Asset Management, Inc
UNCHANGED170,326170,32600%$8.5M$8.4M-$110.7K2026-11-06
Shepherd Financial Partners LLC
INCREASED166,879156,385+10,494+7%$7.9M$8.2M+$297.3K2026-11-03
Appleton Partners Inc
INCREASED159,168153,964+5,204+3%$7.8M$7.8K-$7.8M2026-10-30
New Capital Management LP
INCREASED156,323153,832+2,491+2%$7.8M$7.7M-$92.8K2026-10-29
Investment Partners, Ltd.
INCREASED153,49776,384+77,113+101%$3.9M$7.6M+$3.7M2026-10-29
Robinswood Financial LLC
DECREASED146,039146,112-730%$7.4M$7.2M-$211.1K2026-10-20
Discipline Wealth Solutions, LLC
DECREASED145,054164,332-19,278-12%$8.3M$7.1M-$1.2M2026-10-14
Kopp Family Office, LLC
INCREASED138,982839+138,143+16465%$42.5K$41.3K-$1.2K2026-10-21
Greenspring Advisors, LLC
INCREASED137,927121,753+16,174+13%$6.2M$6.8M+$625.3K2026-11-05
Hughes Financial Services, LLC
NEW134,088—+134,088——$6.6M—2026-10-30
Farther Finance Advisors, LLC
DECREASED130,328153,062-22,734-15%$7.7M$6.4M-$1.3M2026-10-08
Moneywise, Inc.
INCREASED129,022128,729+293+0%$6.5M$6.3M-$165.8K2026-10-30
15 Wealth Advisors LLC
NEW126,724—+126,724——$6.2M—2026-10-14
Kooman & Associates
DECREASED124,379126,182-1,803-1%$6.4M$6.1M-$265.3K2026-10-21
Wiser Wealth Management, Inc
DECREASED120,629128,884-8,255-6%$6.5M$5.9M-$586.6K2026-10-14
Aletheian Wealth Advisors LLC
INCREASED119,29398,770+20,523+21%$5.0M$5.9M+$871.5K2026-10-08
Avantax Planning Partners, Inc.
INCREASED112,4666,321+106,145+1679%$319.8K$5.5M+$5.2M2026-11-03
Arkansas Financial Group, Inc.
DECREASED112,019115,540-3,521-3%$5.8M$5.5M-$335.0K2026-10-26
Orin Green Financial, LLC
INCREASED111,32275,394+35,928+48%$3.8M$5.5M+$1.7M2026-10-19
Blue Trust, Inc.
INCREASED110,2212,971+107,250+3610%$150.3K$5.4M+$5.3M2026-10-15
Xena Financial Planning, LLC
INCREASED109,935104,732+5,203+5%$5.3M$5.4M+$109.4K2026-10-13
Cordoba Advisory Partners LLC
UNCHANGED104,367104,36700%$5.3M$5.1M-$146.1K2026-10-19
Lodestar Private Asset Management LLC
DECREASED104,180140,274-36,094-26%$7.1M$5.1M-$2.0M2026-10-26
Procyon Advisors, LLC
DECREASED101,797102,019-2220%$5.2M$5.0M-$153.8K2026-10-21
Phillips Financial Management, LLC
DECREASED100,232113,497-13,265-12%$5.7M$4.9M-$811.5K2026-10-19
Park Avenue Securities LLC
DECREASED98,942144,065-45,123-31%$7.3M$4.9K-$7.3M2026-10-26
Allstreet Capital Advisors LLC
INCREASED92,29580,060+12,235+15%$4.1M$4.5M+$489.9K2026-11-04
Balance Wealth Partners LLC
INCREASED91,99884,517+7,481+9%$4.3M$4.5M+$249.7K2026-10-27
Advus Financial Partners, LLC
INCREASED88,50282,278+6,224+8%$4.2M$4.4M+$191.0K2026-10-20
Legacy Wealth Partners, LLC
DECREASED88,39093,231-4,841-5%$4.7M$4.3M-$368.7K2026-10-15
Elevated Financial Group LLC
DECREASED84,131106,047-21,916-21%$5.4M$4.1M-$1.2M2026-10-16
Hidden Cove Wealth Management, LLC
NEW82,583—+82,583——$4.1M—2026-10-19
JGP Wealth Management, LLC
INCREASED81,59680,494+1,102+1%$4.1M$4.0M-$58.5K2026-10-13
Bannerman Wealth Management Group, LLC
INCREASED78,20375,435+2,768+4%$3.8M$3.8M+$30.6K2026-10-09
Paragon Advisors, LLC
INCREASED77,49455,129+22,365+41%$2.8M$3.8M+$1.0M2026-11-03
Factor Wealth Management LTD
INCREASED75,78547,189+28,596+61%$2.4M$3.7M+$1.3M2026-10-08
Parallel Advisors, LLC
INCREASED73,13860,495+12,643+21%$3.1M$3.6M+$537.3K2026-11-03
Thrivent Financial for Lutherans
INCREASED72,09139,157+32,934+84%$2.0M$3.5M+$1.6M2026-11-05
Camelot Technology Advisors, Inc.
INCREASED71,01668,003+3,013+4%$3.4M$3.5M+$53.0K2026-10-09
FC Advisory LLC
INCREASED70,13652,385+17,751+34%$2.7M$3.5M+$800.0K2026-10-05
Golden State Wealth Management, LLC
INCREASED69,71039,614+30,096+76%$2.0M$3.4M+$1.4M2026-11-02
Truist Financial Corp
INCREASED68,77849,963+18,815+38%$2.5M$3.4M+$855.8K2026-10-30
Dynamic Advisor Solutions LLC
INCREASED67,35865,532+1,826+3%$3.3M$3.3M-$1.9K2026-10-13
Eclectic Associates Inc
INCREASED67,13545,069+22,066+49%$2.3M$3.3M+$1.0M2026-10-09
Tsfg, LLC
DECREASED67,005191,107-124,102-65%$9.7M$3.3K-$9.7M2026-10-23
Merit Financial Group, LLC
DECREASED64,36690,353-25,987-29%$4.6M$3.2M-$1.4M2026-11-06
AlphaStar Capital Management, LLC
DECREASED62,70465,098-2,394-4%$3.3M$3.1M-$209.0K2026-10-16
Allegheny Financial Group
DECREASED62,51863,276-758-1%$3.2M$3.1M-$125.9K2026-11-05
Sage Rhino Capital LLC
INCREASED62,40261,809+593+1%$3.1M$3.1M-$57.4K2026-10-28
Hunter Associates Investment Management LLC
INCREASED62,08261,082+1,000+2%$3.1M$3.1K-$3.1M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED61,51048,219+13,291+28%$2.4M$3.0M+$612.1K2026-10-13
Patriot Investment Management Group, Inc.
INCREASED59,94649,806+10,140+20%$2.5M$2.9M+$429.2K2026-10-15
Synergy Asset Management, LLC
INCREASED57,84648,206+9,640+20%$2.4M$2.8M+$406.8K2026-11-05
Grove Street Fiduciary, LLC
DECREASED56,86162,345-5,484-9%$3.2M$2.8M-$357.1K2026-10-13
May Hill Capital, LLC
INCREASED54,78044,128+10,652+24%$2.2M$2.7M+$462.3K2026-11-03
VestGen Advisors, LLC
DECREASED54,41455,817-1,403-3%$2.8M$2.7M-$147.2K2026-10-27
Revisor Wealth Management LLC
INCREASED52,91252,409+503+1%$2.7M$2.6M-$43.8K2026-10-20
Annex Advisory Services, LLC
DECREASED52,5101,476,042-1,423,532-96%$74.7M$2.6M-$72.1M2026-10-16
Breakwater Investment Management
DECREASED52,49288,227-35,735-40%$4.5M$2.6M-$1.9M2026-10-20
Wealth Advisory Solutions, LLC
INCREASED51,41050,860+550+1%$2.6M$2.5M-$44.1K2026-10-20
MGO One Seven LLC
DECREASED51,35094,197-42,847-45%$4.8M$2.5M-$2.2M2026-10-28
Stonekeep Investments, LLC
INCREASED50,60548,797+1,808+4%$2.5K$2.5M+$2.5M2026-10-15
Wedmont Private Capital
INCREASED49,59343,494+6,099+14%$2.2M$2.4M+$262.7K2026-10-09
Columbus Macro, LLC
INCREASED48,92946,372+2,557+6%$2.3M$2.4M+$60.9K2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED48,35910,268+38,091+371%$519.6K$2.4M+$1.9M2026-10-29
Livet Wealth, LLC
INCREASED47,33245,349+1,983+4%$2.3M$2.3M+$34.1K2026-10-27
Northern Lights Advisors, Inc.
INCREASED47,17440,769+6,405+16%$2.1M$2.3M+$258.0K2026-10-21
Prosperity Planning, Inc.
INCREASED44,03342,633+1,400+3%$2.2M$2.2M+$9.2K2026-10-09
NBT Bank, N.A.
DECREASED43,74644,997-1,251-3%$2.3M$2.2M-$124.5K2026-10-21
Worth Asset Management, LLC
NEW43,660—+43,660——$2.1M—2026-10-07
Keybank National Association
DECREASED43,59743,643-460%$2.2M$2.1M-$63.4K2026-11-04
Corepath Wealth Partners LLC
DECREASED43,42248,961-5,539-11%$2.4M$2.1M-$308.9K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED42,94979,654-36,705-46%$4.0M$2.1M-$1.9M2026-11-06
Tenret Co LLC
NEW42,180—+42,180——$2.1M—2026-11-02
City State Bank
INCREASED41,82041,620+200+0%$2.1M$2.1M-$48.4K2026-10-20
PFG Advisors
INCREASED41,06639,986+1,080+3%$2.0M$2.0M-$2.9K2026-10-16
Alterna Wealth Management, Inc
DECREASED40,23361,183-20,950-34%$3.1M$2.0M-$1.1M2026-10-27
Bfsg, LLC
INCREASED39,25238,442+810+2%$1.9M$1.9M-$14.0K2026-10-30
Center For Asset Management LLC
DECREASED39,00744,838-5,831-13%$2.3M$1.9M-$349.6K2026-10-16
Exchange Bank
INCREASED37,28834,486+2,802+8%$1.7M$1.8M+$89.6K2026-10-07
Veratis Advisors, Inc.
INCREASED36,89236,022+870+2%$1.8M$1.8M-$7.6K2026-11-03
Braun-Bostich & Associates Inc.
INCREASED36,86121,526+15,335+71%$1.1M$1.8M+$724.3K2026-10-20
Capital Investment Advisors, LLC
NEW35,770—+35,770——$1.8M—2026-10-22
Horizons Wealth Management
NEW35,339—+35,339——$1.7M—2026-10-05
Blossom Wealth Management
INCREASED33,80332,824+979+3%$1.7M$1.7M+$2.2K2026-11-03
RHS Financial, LLC
DECREASED32,40042,519-10,119-24%$2.2M$1.6M-$557.4K2026-10-13
Friedenthal Financial
INCREASED32,05231,674+378+1%$1.6M$1.6M-$25.7K2026-10-27
Prospect Financial Group LLC
INCREASED30,47615,253+15,223+100%$771.8K$1.5M+$727.6K2026-11-05
Myecfo, LLC
INCREASED30,0309,580+20,450+213%$484.7K$1.5M+$992.7K2026-10-14
Endeavor Private Wealth, Inc.
INCREASED28,47926,455+2,024+8%$1.3M$1.4M+$62.5K2026-11-05
Apollon Financial, LLC
INCREASED27,59422,007+5,587+25%$1.1M$1.4M+$244.1K2026-10-23
Clear Creek Financial Management, LLC
DECREASED26,20966,761-40,552-61%$3.4M$1.3M-$2.1M2026-10-28
Fifth Third Securities, Inc.
INCREASED26,11415,912+10,202+64%$805.2K$1.3M+$479.7K2026-10-21
Valpey Financial Services, LLC
INCREASED25,85325,776+77+0%$1.3M$1.3M-$32.3K2026-10-30
LexAurum Advisors, LLC
DECREASED25,23925,457-218-1%$1.3M$1.2M-$46.4K2026-10-19
Aspen Wealth Management LLC
INCREASED25,04117,138+7,903+46%$867.2K$1.2M+$364.9K2026-10-14
Cullen T Bankers, Inc.
DECREASED24,51324,646-133-1%$1.2M$1.2M-$41.0K2026-10-28
Merkkuri Wealth Advisors LLC
INCREASED23,97322,898+1,075+5%$1.2M$1.2M+$20.8K2026-11-03
Stanich Group LLC
NEW23,657—+23,657——$1.2M—2026-10-16
Zenith Solutions, Inc.
INCREASED23,44921,460+1,989+9%$1.1M$1.2M+$67.8K2026-10-19
Comprehensive Wealth Management, LLC
INCREASED22,82122,218+603+3%$1.1M$1.1M-$1.4K2026-11-02
MilWealth Group LLC
NEW22,594—+22,594——$1.1M—2026-11-02
Ackerman Capital Advisors, LLC
UNCHANGED22,49022,49000%$1.1M$1.1M-$31.5K2026-10-30
Financial Planning Navigators Corp
INCREASED21,92920,566+1,363+7%$1.0M$1.1M+$38.3K2026-10-14
Bear Mountain Capital, Inc.
DECREASED21,82923,312-1,483-6%$1.2M$1.1M-$87.3K2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED20,22415,485+4,739+31%$783.5K$995.0K+$211.5K2026-10-13
Beacon Financial Advisory LLC
DECREASED20,16421,340-1,176-6%$1.1M$992.1K-$87.7K2026-10-16
Financial Architects, LLC
DECREASED20,15534,210-14,055-41%$1.7M$991.6K-$739.4K2026-10-13
Grey Fox Wealth Advisors, LLC
NEW19,210—+19,210——$945.1K—2026-11-03
Intergy Private Wealth, LLC
INCREASED19,02617,186+1,840+11%$869.6K$936.1K+$66.5K2026-10-16
Unify Financial Advisors
INCREASED18,87115,512+3,359+22%$784.9K$928.4K+$143.5K2026-11-03
Sharkey, Howes & Javer
DECREASED18,79130,856-12,065-39%$1.6M$924.5K-$636.8K2026-10-22
Capital Wealth Management, LLC
DECREASED18,36321,987-3,624-16%$1.1M$903.5K-$209.1K2026-10-27
Droms Strauss Advisors Inc
INCREASED17,89717,623+274+2%$891.7K$880.6K-$11.2K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED17,82721,553-3,726-17%$1.1M$877.1K-$213.5K2026-10-16
American Financial & TAX Strategies Inc
UNCHANGED17,36817,36800%$878.8K$854.5K-$24.3K2026-10-16
Summit Financial Strategies, Inc.
INCREASED16,99212,088+4,904+41%$611.7K$836.0K+$224.4K2026-10-14
Charles Schwab Trust Co
INCREASED16,93716,504+433+3%$835.1K$833.3K-$1.8K2026-10-15
Rinkey Investments
INCREASED16,65810,150+6,508+64%$513.6K$819.6K+$306.0K2026-10-28
Magnus Financial Group LLC
NEW16,535—+16,535——$813.5K—2026-10-21
Vested Financial Planning, LLC
DECREASED16,21917,630-1,411-8%$892.1K$798.0K-$94.1K2026-10-28
Polaris Investment Advisors, LLC
DECREASED16,03619,448-3,412-18%$984.1K$789.0K-$195.1K2026-10-20
Global View Capital Management LLC
DECREASED15,75922,602-6,843-30%$1.1M$775.3K-$368.3K2026-10-28
CGN Advisors LLC
DECREASED15,34918,668-3,319-18%$944.6K$755.2K-$189.4K2026-10-21
GuidedMoney, LLC
INCREASED15,1879,807+5,380+55%$496.2K$747.2K+$251.0K2026-10-29
Retirement Investment Advisors, Inc.
INCREASED14,97614,793+183+1%$737.0K$736.8K-$1682026-10-22
Old National Bancorp
DECREASED14,64915,263-614-4%$772.3K$720.7K-$51.6K2026-10-20
Sowell Financial Services LLC
DECREASED14,49716,269-1,772-11%$823.2K$713.3K-$109.9K2026-10-23
Finley Financial, LLC
UNCHANGED14,46014,46000%$731.7K$708.3K-$23.4K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED14,00513,996+9+0%$708.2K$689.0K-$19.2K2026-10-26
Curtis Advisory Group, LLC
INCREASED14,00412,892+1,112+9%$652.3K$689.0K+$36.7K2026-10-28
Burns Matteson Capital Management, LLC
UNCHANGED13,69113,69100%$692.8K$673.6K-$19.1K2026-10-16
Asset One Wealth Management LLC
NEW13,661—+13,661——$672.1K—2026-11-02
Aspect Partners, LLC
INCREASED13,0459,580+3,465+36%$484.7K$641.8K+$157.1K2026-10-20
Concurrent Investment Advisors, LLC
DECREASED12,38114,004-1,623-12%$708.6K$609.1K-$99.5K2026-10-16
Orba Wealth Advisors, L.L.C.
DECREASED12,33613,937-1,601-11%$705.2K$606.9K-$98.3K2026-10-23
Compound Planning, Inc.
NEW11,716—+11,716——$576.4K—2026-11-05
Daymark Wealth Partners, LLC
NEW11,672—+11,672——$574.3K—2026-11-04
Tarbox Family Office, Inc.
INCREASED11,44911,105+344+3%$561.9K$563.3K+$1.4K2026-10-23
Winnacle Wealth LLC
NEW11,122—+11,122——$547.2K—2026-10-15
Ascentis Independent Advisors
INCREASED11,065603+10,462+1735%$30.5K$544.4K+$513.9K2026-11-03
International Assets Investment Management, LLC
INCREASED10,990675+10,315+1528%$33.9K$538.3K+$504.4K2026-11-02
Ascent Group, LLC
INCREASED10,9187,638+3,280+43%$386.5K$537.2K+$150.7K2026-10-30
Riverbend Wealth Management, LLC
DECREASED10,81410,939-125-1%$553.5K$532.0K-$21.5K2026-10-15
Firethorn Wealth Partners, LLC
DECREASED10,81012,251-1,441-12%$619.9K$531.8K-$88.1K2026-10-14
PW Nova Financial Services LLC
INCREASED10,7133,964+6,749+170%$200.6K$527.1K+$326.5K2026-10-15
Golden Bell Financial Planning LLC
INCREASED10,5726,133+4,439+72%$310.3K$520.1K+$209.8K2026-11-02
Richmond Investment Services, LLC
DECREASED10,45113,390-2,939-22%$677.5K$514.2K-$163.3K2026-10-29
Pinion Investment Advisors, LLC
INCREASED10,4509,602+848+9%$485.9K$514.1K+$28.3K2026-11-04
Acorn Financial Advisory Services Inc
DECREASED10,43310,526-93-1%$532.6K$513.3K-$19.3K2026-11-02
Titleist Asset Management, LLC
NEW10,252—+10,252——$504.4K—2026-10-08
Choreo, LLC
INCREASED9,8338,032+1,801+22%$406.4K$483.8K+$77.3K2026-10-28
Simplicity Wealth,LLC
DECREASED9,40012,323-2,923-24%$623.5K$462.5K-$161.1K2026-10-23
Physician Wealth Solutions Inc.
DECREASED9,34715,241-5,894-39%$771.2K$459.9K-$311.3K2026-10-14
Sharper & Granite LLC
DECREASED9,2899,499-210-2%$480.6K$464.8K-$15.8K2026-11-02
Carter Financial Group, Inc.
INCREASED9,0297,376+1,653+22%$373.2K$444.2K+$71.0K2026-10-21
4J Wealth Management LLC
NEW8,866—+8,866——$436.2K—2026-11-02
Mcdonald Partners LLC
INCREASED8,2967,592+704+9%$384.2K$408.2K+$24.0K2026-11-03
Clark Asset Management, LLC
NEW8,264—+8,264——$406.6K—2026-10-19
Manuka Financial, LLC
NEW8,216—+8,216——$404.2K—2026-10-16
Swmg, LLC
NEW8,004—+8,004——$395.4K—2026-10-23
Insight Wealth Strategies, LLC
DECREASED7,9928,886-894-10%$445.7K$393.2K-$52.5K2026-10-09
CFG Wealth Management Services, Inc.
DECREASED7,8347,916-82-1%$392.0K$383.7K-$8.3K2026-10-21
W.H. Cornerstone Investments Inc.
INCREASED7,8286,318+1,510+24%$319.7K$385.2K+$65.5K2026-11-03
Private Trust Co NA
INCREASED7,7474,294+3,453+80%$217.3K$381.2K+$163.9K2026-10-20
AdvisorNet Financial, Inc
INCREASED7,5714,887+2,684+55%$247.3K$372.7K+$125.5K2026-10-15
Atria Investments, Inc
DECREASED7,4738,157-684-8%$412.7K$367.7K-$45.1K2026-10-15
Verus Capital Partners, LLC
INCREASED7,4586,140+1,318+21%$310.7K$366.9K+$56.2K2026-11-03
IVC Wealth Advisors LLC
INCREASED7,4446,686+758+11%$338.3K$366.2K+$27.9K2026-10-23
Bigelow Investment Advisors, LLC
DECREASED7,4357,843-408-5%$396.9K$365.8K-$31.1K2026-10-13
Morton Brown Family Wealth, LLC
NEW7,299—+7,299——$359.1K—2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED7,2655,106+2,159+42%$258.4K$357.4K+$99.1K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED7,0845,094+1,990+39%$257.8K$348.5K+$90.7K2026-10-29
E6 Portfolios, LLC
INCREASED7,0714,779+2,292+48%$241.8K$347.9K+$106.1K2026-10-26
Omni 360 Wealth, Inc.
DECREASED6,9707,478-508-7%$378.4K$342.9K-$35.5K2026-10-13
Sensenig Capital Advisors, Inc
DECREASED6,8717,793-922-12%$394.3K$338.1K-$56.3K2026-10-23
Hoxton Planning & Management, LLC
DECREASED6,8636,994-131-2%$353.9K$337.7K-$16.2K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED6,38033,405-27,025-81%$1.7M$313.9K-$1.4M2026-11-03
ASL Financial, LLC
UNCHANGED6,2596,25900%$316.7K$307.9K-$8.8K2026-10-15
RBA Wealth Management, LLC
INCREASED6,0245,936+88+1%$300.4K$296.4K-$4.0K2026-10-28
Larson Financial Group LLC
DECREASED5,9917,049-1,058-15%$356.7K$294.8K-$61.9K2026-11-05
Independent Wealth Network Inc.
INCREASED5,9295,912+17+0%$299.1K$291.7K-$7.4K2026-10-19
Mann Financial Group, Inc.
INCREASED5,7383,986+1,752+44%$201.7K$282.3K+$80.6K2026-10-15
Quad-Cities Investment Group, LLC
DECREASED5,72115,714-9,993-64%$795.1K$281.5K-$513.7K2026-10-16
Avion Wealth
DECREASED5,6996,721-1,022-15%$340.0K$280.0K-$60.0K2026-11-04
Cassilly Financial Group LLC
DECREASED5,6168,284-2,668-32%$419.2K$276.3K-$142.9K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED5,6045,289+315+6%$267.6K$275.7K+$8.1K2026-11-05
Baker Avenue Asset Management, LP
NEW5,577—+5,577——$274.4K—2026-11-06
MSH Capital Advisors LLC
DECREASED5,5275,822-295-5%$294.6K$271.9K-$22.7K2026-11-03
NTV Asset Management LLC
NEW5,511—+5,511——$271.1K—2026-10-23
M Holdings Securities, Inc.
NEW5,361—+5,361——$264.0K—2026-11-03
Global Financial Private Client, LLC
UNCHANGED5,3165,31600%$269.0K$261.5K-$7.4K2026-10-15
Ashton Thomas Securities, LLC
NEW5,283—+5,283——$259.9K—2026-10-26
Fifth Third Bancorp
DECREASED5,2625,492-230-4%$277.9K$258.9K-$19.0K2026-11-05
Archer Investment Management, LLC
NEW5,259—+5,259——$258.7K—2026-10-13
Creative Financial Designs Inc
DECREASED5,25915,905-10,646-67%$804.8K$258.7K-$546.1K2026-11-04
Asempa Wealth Advisors
DECREASED5,17311,680-6,507-56%$591.0K$253.4K-$337.6K2026-10-07
Spire Wealth Management
DECREASED5,1679,899-4,732-48%$500.9K$254.2K-$246.7K2026-10-30
Accurate Wealth Management, LLC
NEW5,082—+5,082——$249.9K—2026-10-20
Regent Peak Wealth Advisors LLC
UNCHANGED5,0335,03300%$254.7K$247.6K-$7.0K2026-10-13
StoneX Group Inc.
DECREASED4,9558,430-3,475-41%$425.5K$245.2K-$180.2K2026-11-03
Focused Alpha, LLC
INCREASED4,7984,674+124+3%$236.5K$236.0K-$4772026-10-20
Indivisible Partners
DECREASED4,7005,144-444-9%$260.3K$231.2K-$29.0K2026-10-26
Avant Financial Advisors LLC
UNCHANGED4,6794,67900%$236.8K$230.2K-$6.6K2026-11-02
Stewardship Advisors, LLC
DECREASED4,6684,702-34-1%$237.9K$229.7K-$8.2K2026-10-20
SigFig Wealth Management, LLC
INCREASED4,5444,377+167+4%$221.5K$223.6K+$2.0K2026-10-07
Tempus Wealth Planning, LLC
DECREASED4,5434,939-396-8%$249.9K$223.5K-$26.4K2026-10-14
Csenge Advisory Group
DECREASED4,51710,087-5,570-55%$510.4K$222.2K-$288.2K2026-11-04
RFG Advisory, LLC
NEW4,258—+4,258——$209.5K—2026-11-03
Latitude Advisors, LLC
DECREASED4,2336,522-2,289-35%$330.0K$208.3K-$121.7K2026-10-27
Family Investment Center, Inc.
INCREASED4,0854,068+17+0%$205.9K$201.0K-$4.9K2026-10-19
Beacon Financial Group
UNCHANGED4,0774,07700%$206.3K$200.6K-$5.7K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED3,7153,916-201-5%$198.2K$182.8K-$15.4K2026-11-04
GK Wealth Management LLC
NEW3,349—+3,349——$164.8K—2026-10-09
Heritage Family Offices, LLP
NEW3,084—+3,084——$151.7K—2026-11-02
North Star Investment Management Corp.
UNCHANGED2,9052,90500%$147.0K$142.9K-$4.1K2026-10-27
AlphaCore Capital LLC
UNCHANGED2,9002,90000%$146.7K$142.7K-$4.1K2026-11-04
KFG LLC
NEW2,648—+2,648——$130.3K—2026-11-02
Rossby Financial, LCC
INCREASED2,574735+1,839+250%$37.2K$126.7K+$89.4K2026-11-05
PNC Financial Services Group, Inc.
INCREASED2,4861,979+507+26%$100.1K$122.3K+$22.2K2026-11-06
Mosley Wealth Management
DECREASED2,4862,696-210-8%$136.4K$122.6K-$13.8K2026-10-16
Financial Consulate, Inc
INCREASED2,1892,171+18+1%$109.9K$107.7K-$2.2K2026-10-23
Y.D. More Investments Ltd
INCREASED2,150800+1,350+169%$40.5K$105.8K+$65.3K2026-11-02
Citigroup Inc
DECREASED2,0542,792-738-26%$141.3K$101.1K-$40.2K2026-11-04
Stone House Investment Management, LLC
DECREASED2,0122,991-979-33%$151.4K$99.0K-$52.4K2026-10-23
Lanark Financial, Inc.
UNCHANGED1,9921,99200%$100.8K$98.0K-$2.8K2026-10-26
CoreCap Advisors, LLC
DECREASED1,9253,632-1,707-47%$183.8K$94.7K-$89.1K2026-10-08
Hanson & Doremus Investment Management
UNCHANGED1,9171,91700%$97.0K$94-$96.9K2026-10-16
Fairway Wealth LLC
UNCHANGED1,5751,57500%$79.7K$77.5K-$2.2K2026-10-30
US Bancorp \de\
DECREASED1,5512,402-851-35%$121.5K$76.3K-$45.2K2026-11-05
Signature Equity Partners, LLC
INCREASED1,426298+1,128+379%$15.1K$70.2K+$55.1K2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED1,3981,39800%$70.8K$68.4K-$2.3K2026-10-16
Horizon Financial Services, LLC
DECREASED1,3211,726-405-23%$87.3K$65.0K-$22.3K2026-11-04
Yankcom Partnership
NEW1,288—+1,288——$63.4K—2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,1331,13300%$57.3K$55.7K-$1.6K2026-10-20
Kroeger Financial Partners
DECREASED1,02857,250-56,222-98%$2.9M$50.6K-$2.8M2026-10-19
Richardson Financial Services Inc.
INCREASED991617+374+61%$31.2K$48.8K+$17.5K2026-10-30
TFC Financial Management, Inc.
INCREASED786711+75+11%$36.0K$38.7K+$2.7K2026-10-26
Fairscale Capital, LLC
UNCHANGED71571500%$36.2K$35.4K-$7582026-11-04
SBI Securities Co., Ltd.
INCREASED609204+405+199%$10.3K$30.0K+$19.6K2026-10-22
Archer Investment Corp
UNCHANGED59059000%$29.9K$29.0K-$8262026-11-05
Jnba Financial Advisors
NEW466—+466——$22.9K—2026-11-03
Parkside Financial Bank & Trust
NEW454—+454——$22.3K—2026-10-27
Pacific Center for Financial Services
UNCHANGED45445400%$23.0K$22.3K-$6362026-10-15
Blueline Advisors LLC
INCREASED265179+86+48%$9.1K$13.1K+$4.0K2026-10-15
Advocate Investing Services LLC
DECREASED247329-82-25%$16.6K$12.2K-$4.5K2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED24724700%$12.5K$12.2K-$3462026-10-09
Farmers & Merchants Investments Inc
NEW244—+244——$12.0K—2026-10-22
Birch Financial Group, LLC
NEW238—+238——$11.7K—2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED23023000%$11.6K$11.3K-$3222026-10-23
Transce3nd, LLC
NEW214—+214——$10.5K—2026-10-26
Nemes Rush Group LLC
UNCHANGED21221200%$10.7K$10.4K-$2972026-11-04
Root Financial Partners, LLC
NEW200—+200——$9.8K—2026-10-21
Reap Financial Group, LLC
DECREASED192584-392-67%$29.6K$9.4K-$20.1K2026-11-02
Trust Co of Vermont
INCREASED17578+97+124%$3.9K$8.6K+$4.7K2026-10-21
Buck Wealth Strategies, LLC
INCREASED15958+101+174%$2.9K$7.8K+$4.9K2026-10-28
Trust Co
INCREASED14810+138+1380%$506$7.3K+$6.8K2026-10-09
Cape Investment Advisory, Inc.
INCREASED14518+127+706%$895$7.1K+$6.2K2026-10-13
Compass Financial Management LLC
DECREASED122134-12-9%$6.8K$6.0K-$7782026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED11511500%$5.8K$5.7K-$1612026-10-28
Kingdom Financial Group Llc.
NEW110—+110——$5.4K—2026-11-04
Jacobi Capital Management LLC
NEW98—+98——$4.8K—2026-11-05
Essential Partners LLC
NEW94—+94——$4.6K—2026-10-14
Tounjian Advisory Partners, LLC
DECREASED75213-138-65%$10.8K$3.7K-$7.1K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED6864+4+6%$3.3K$3.3K+$792026-11-05
Princeton Global Asset Management LLC
UNCHANGED676700%$3.4K$3.3K-$662026-10-21
Nova Financial LLC
NEW58—+58——$2.9K—2026-11-04
Roxbury Financial LLC
NEW57—+57——$2.8K—2026-10-01
Eastern Bank
UNCHANGED545400%$2.7K$2.7K-$752026-10-05
Wolff Wiese Magana LLC
UNCHANGED535300%$2.7K$2.6K-$742026-10-15
Versant Capital Management, Inc
UNCHANGED535300%$2.7K$2.6K-$742026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED474700%$2.4K$2.3K-$662026-10-30
Investors Research Corp
UNCHANGED434300%$2.2K$2.1K-$602026-10-07
Beacon Financial Strategies Corp
NEW40—+40——$2.0K—2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED333300%$1.7K$1.6K-$462026-10-27
Fortitude Family Office, LLC
INCREASED3019+11+58%$961$1.5K+$5152026-10-14
GGM Financial LLC
DECREASED2932-3-9%$1.6K$1.4K-$1902026-11-05
Quaker Wealth Management, LLC
UNCHANGED252500%$1.3K$1.2K-$352026-10-22
Harbor Investment Advisory, LLC
UNCHANGED181800%$911$886-$252026-10-13
Hager Investment Management Services, LLC
NEW15—+15——$738—2026-11-04
United Financial Planning Group LLC
UNCHANGED111100%$557$541-$162026-11-04
American National Bank & Trust
UNCHANGED4400%$200$196-$42026-10-07
Halbert Hargrove Global Advisors, LLC
INCREASED32+1+50%$102$148+$462026-10-16
Retirement Wealth Solutions LLC
UNCHANGED2200%$110$108-$22026-10-07
Bradley & Co. Private Wealth Management, LLC
NEW0—0——$0—2026-10-23
FFG Retirement Advisors LLC
CLOSED098,228-98,228-100%$5.0M$0-$5.0M2026-10-20
Centurion Wealth Management LLC
CLOSED054,877-54,877-100%$2.8M$0-$2.8M2026-10-13
Range Financial Group LLC
CLOSED038,458-38,458-100%$1.9M$0-$1.9M2026-10-21
Scarborough Advisors, LLC
CLOSED023,517-23,517-100%$1.2M$0-$1.2M2026-10-16
Maia Wealth LLC
CLOSED022,422-22,422-100%$1.1M$0-$1.1M2026-10-19
Horst & Graben Wealth Management LLC
CLOSED019,292-19,292-100%$956.6K$0-$956.6K2026-11-02
Heartwood Wealth Advisors LLC
CLOSED013,095-13,095-100%$662.6K$0-$662.6K2026-10-05
Upper Left Wealth Management, LLC
CLOSED012,986-12,986-100%$657.1K$0-$657.1K2026-10-14
Sovran Advisors, LLC
CLOSED012,084-12,084-100%$601.4K$0-$601.4K2026-11-02
Caliber Wealth Management, LLC / KS
CLOSED011,298-11,298-100%$571.7K$0-$571.7K2026-11-04
Daviman Financial, LLC
CLOSED09,940-9,940-100%$503.0K$0-$503.0K2026-11-06
RCS Financial Planning, LLC
CLOSED09,904-9,904-100%$501.2K$0-$501.2K2026-10-14
Strategic Blueprint, LLC
CLOSED09,649-9,649-100%$488.2K$0-$488.2K2026-10-22
Apeiron RIA LLC
CLOSED09,572-9,572-100%$484.3K$0-$484.3K2026-10-08
Apex Wealth Management, LLC
CLOSED09,004-9,004-100%$455.6K$0-$455.6K2026-10-20
Amicus Financial Advisors, LLC
CLOSED08,930-8,930-100%$451.9K$0-$451.9K2026-11-03
Detalus Advisors, LLC
CLOSED08,898-8,898-100%$450.3K$0-$450.3K2026-10-15
Retirement Guys Formula LLC
CLOSED07,663-7,663-100%$387.8K$0-$387.8K2026-10-26
Strategy Asset Managers LLC
CLOSED07,596-7,596-100%$384.4K$0-$384.4K2026-10-14
Patriot Financial Group Insurance Agency, LLC
CLOSED06,331-6,331-100%$320.3K$0-$320.3K2026-10-14
Columbia Advisory Partners LLC
CLOSED06,019-6,019-100%$304.6K$0-$304.6K2026-10-15
Cornerstone Planning Group LLC
CLOSED05,731-5,731-100%$285.1K$0-$285.1K2026-10-16
Level Financial Advisors
CLOSED05,700-5,700-100%$288.4K$0-$288.4K2026-10-13
Able Wealth Management LLC
CLOSED05,216-5,216-100%$263.9K$0-$263.9K2026-10-13
Northland Securities, Inc.
CLOSED04,780-4,780-100%$241.9K$0-$241.9K2026-11-02
Arta Finance Wealth Management LLC
CLOSED04,436-4,436-100%$222.6K$0-$222.6K2026-10-28
Krilogy Financial LLC
CLOSED04,365-4,365-100%$220.9K$0-$220.9K2026-10-13
Kelly Financial Group LLC
CLOSED04,229-4,229-100%$214.0K$0-$214.0K2026-10-16
Madson Wealth Advisors Inc
CLOSED04,135-4,135-100%$209.2K$0-$209.2K2026-10-13
XY Planning Network, Inc.
CLOSED04,100-4,100-100%$207.5K$0-$207.5K2026-10-14
Bright Futures Wealth Management, Llc.
CLOSED03,955-3,955-100%$200.1K$0-$200.1K2026-10-23
Islay Capital Management, LLC
CLOSED01,193-1,193-100%$60.4K$0-$60.4K2026-10-20
Gen-Wealth Partners Inc
CLOSED01,160-1,160-100%$58.7K$0-$58.7K2026-11-04
LifeSteps Financial, Inc.
CLOSED0466-466-100%$23.6K$0-$23.6K2026-10-15
Capital Investment Advisory Services, LLC
CLOSED0284-284-100%$14.4K$0-$14.4K2026-10-30
Clearstead Advisors, LLC
CLOSED0154-154-100%$7.8K$0-$7.8K2026-11-06
Pittenger & Anderson Inc
CLOSED093-93-100%$4.7K$0-$4.7K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED078-78-100%$4.0K$0-$4.0K2026-10-26
Maseco LLP
CLOSED065-65-100%$3.3K$0-$3.3K2026-10-27
Arvest Investments, Inc.
CLOSED044-44-100%$2.2K$0-$2.2K2026-10-21
Cassaday & Co Wealth Management LLC
CLOSED024-24-100%$1.2K$0-$1.2K2026-10-27
Wilkerson Advisory Group LLC
CLOSED023-23-100%$1.2K$0-$1.2K2026-10-20
True Wealth Design, LLC
CLOSED022-22-100%$1.1K$0-$1.1K2026-10-13
SYM Financial Corp
CLOSED021-21-100%$1.1K$0-$1.1K2026-10-26
Gill Capital Partners, LLC
CLOSED017-17-100%$860$0-$8602026-10-13
Oakworth Capital, Inc.
CLOSED01-1-100%$50$0-$502026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED000—$1$1$02026-10-15
Signaturefd, LLC
UNCHANGED000—$16$16$02026-10-23
Financial Engines Advisors L.L.C.
N/A—17,606,618-17,606,618-100%$890.9M———
BlackRock, Inc.
N/A—16,434,463-16,434,463-100%$831.6M———
JPMorgan Chase & Co
N/A—9,880,177-9,880,177-100%$500.0M———
Jones Financial Companies Lllp
N/A—9,539,391-9,539,391-100%$482.7M———
Tiaa Wealth Investment Management LLC
N/A—6,452,026-6,452,026-100%$326.5M———
BNP Paribas Asset Management Holding S.A.
N/A—5,175,776-5,175,776-100%$261.9M———
LPL Financial LLC
N/A—4,005,098-4,005,098-100%$202.7M———
Bank of America Corp
N/A—3,985,088-3,985,088-100%$201.6M———
Jupiter Topco LLC
N/A—2,995,885-2,995,885-100%$151.6M———
Betterment LLC
N/A—2,517,551-2,517,551-100%$127.4M———
Envestnet Asset Management Inc
N/A—2,062,205-2,062,205-100%$104.3M———
SageView Advisory Group, LLC
N/A—2,023,152-2,023,152-100%$102.4M———
Ameriprise Financial Inc
N/A—1,781,641-1,781,641-100%$90.2M———
Mercer Global Advisors Inc
N/A—1,436,013-1,436,013-100%$72.7M———
Alliancebernstein L.P.
N/A—1,421,097-1,421,097-100%$71.1M———
N.E.W. Advisory Services LLC
N/A—1,307,184-1,307,184-100%$66.1M———
Royal Bank of Canada
N/A—1,113,905-1,113,905-100%$56.4M———
Charles Schwab Investment Management Inc
N/A—1,095,863-1,095,863-100%$55.5M———
GeoWealth Management, LLC
N/A—1,063,816-1,063,816-100%$53.8M———
Stratos Investment Management, LLC
N/A—1,021,366-1,021,366-100%$51.7M———
Morgan Stanley
N/A—972,564-972,564-100%$49.2M———
Jane Street Group, LLC
N/A—934,984-934,984-100%$47.3M———
Raffa Wealth Management, LLC
N/A—880,019-880,019-100%$44.5M———
Prudent Investors Network, Inc.
N/A—872,594-872,594-100%$44.2M———
Osaic Holdings, Inc.
N/A—858,382-858,382-100%$43.5M———
Cerity Partners LLC
N/A—800,318-800,318-100%$40.5M———
NewEdge Advisors, LLC
N/A—685,777-685,777-100%$34.7M———
Savvy Advisors, Inc.
N/A—649,771-649,771-100%$32.9M———
Capital Analysts, LLC
N/A—642,283-642,283-100%$32.5M———
Financial Gravity Companies, Inc.
N/A—640,614-640,614-100%$32.4M———
UBS Group AG
N/A—616,616-616,616-100%$31.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—595,447-595,447-100%$30.1M———
Syon Capital LLC
N/A—516,489-516,489-100%$26.1M———
Cetera Investment Advisers
N/A—483,840-483,840-100%$24.5M———
Raymond James Financial Inc
N/A—368,745-368,745-100%$18.7M———
Brio Consultants, LLC
N/A—357,992-357,992-100%$18.1M———
Wells Fargo & Company
N/A—339,470-339,470-100%$17.2M———
Main Street Financial Solutions, LLC
N/A—309,591-309,591-100%$15.7M———
Stadion Money Management, LLC
N/A—305,157-305,157-100%$15.3M———
Granite Bay Wealth Management, LLC
N/A—297,704-297,704-100%$15.1M———
AE Wealth Management LLC
N/A—285,032-285,032-100%$14.4M———
Integrated Wealth Concepts LLC
N/A—259,604-259,604-100%$13.1M———
Equitable Holdings, Inc.
N/A—249,479-249,479-100%$12.6M———
Anderson Financial Strategies, LLC
N/A—248,599-248,599-100%$12.4M———
Kickstand Ventures, Llc.
N/A—228,143-228,143-100%$11.5M———
Modern Wealth Management, LLC
N/A—210,560-210,560-100%$10.7M———
Octavia Wealth Advisors, LLC
N/A—203,872-203,872-100%$10.3M———
Forum Private Client Group LLC
N/A—185,890-185,890-100%$9.4M———
Vestwell Advisors, LLC
N/A—175,857-175,857-100%$8.9M———
HSBC Holdings PLC
N/A—174,806-174,806-100%$8.8M———
United Capital Financial Advisors, LLC
N/A—167,512-167,512-100%$8.5M———
MML Investors Services, LLC
N/A—145,273-145,273-100%$7.4M———
Silver Coast Investments LLC
N/A—139,466-139,466-100%$7.1M———
Pure Financial Advisors, LLC
N/A—132,930-132,930-100%$6.7M———
Capstone Financial Advisors, Inc.
N/A—126,254-126,254-100%$6.4M———
Continuum Advisory, LLC
N/A—115,425-115,425-100%$5.8M———
Renaissance Technologies LLC
N/A—110,296-110,296-100%$5.6M———
Perennial Investment Advisors, LLC
N/A—109,023-109,023-100%$5.5M———
Northwestern Mutual Wealth Management Co
N/A—108,512-108,512-100%$5.5M———
LifePlan Investment Advisors, Inc.
N/A—104,740-104,740-100%$5.3M———
Mariner, LLC
N/A—100,895-100,895-100%$5.1M———
Beacon Bridge Wealth Partners, LLC
N/A—100,772-100,772-100%$5.1M———
Advisory Services Network, LLC
N/A—100,454-100,454-100%$5.1M———
Keystone Financial Group
N/A—100,426-100,426-100%$5.1M———
Ellenbecker Investment Group
N/A—98,413-98,413-100%$5.0M———
Tidemark, LLC
N/A—93,078-93,078-100%$4.7M———
&partners
N/A—91,570-91,570-100%$4.6M———
Valmark Advisers, Inc.
N/A—86,041-86,041-100%$4.4M———
Wealthfront Advisers LLC
N/A—84,929-84,929-100%$4.3M———
Sanctuary Advisors, LLC
N/A—84,496-84,496-100%$4.3M———
Natixis Advisors, LLC
N/A—80,384-80,384-100%$4.1M———
Steward Partners Investment Advisory, LLC
N/A—73,228-73,228-100%$3.7M———
HighTower Advisors, LLC
N/A—71,962-71,962-100%$3.6M———
Focus Partners Wealth
N/A—71,253-71,253-100%$3.6M———
Midwestern Financial, LLC
N/A—70,882-70,882-100%$3.6M———
Liberty Wealth Management LLC
N/A—69,506-69,506-100%$3.5M———
Partners in Financial Planning
N/A—65,618-65,618-100%$3.3M———
Summit Wealth Group, LLC
N/A—65,143-65,143-100%$3.3M———
Vertex Planning Partners, LLC
N/A—65,043-65,043-100%$3.3M———
Hardy Reed LLC
N/A—63,413-63,413-100%$3.2M———
Kilter Group LLC
N/A—62,621-62,621-100%$3.2M———
Private Advisor Group, LLC
N/A—62,599-62,599-100%$3.2M———
Harbour Investments, Inc.
N/A—62,550-62,550-100%$3.2M———
Synergy Investment Management, LLC
N/A—61,790-61,790-100%$3.1M———
FPC Investment Advisory, Inc.
N/A—59,388-59,388-100%$3.0M———
IFG Advisory, LLC
N/A—58,694-58,694-100%$3.0M———
Stifel Financial Corp
N/A—56,898-56,898-100%$2.9M———
Prepared Retirement Institute LLC
N/A—56,895-56,895-100%$2.9M———
Baird Financial Group, Inc.
N/A—55,936-55,936-100%$2.8M———
Richard W. Paul & Associates, LLC
N/A—55,552-55,552-100%$2.8M———
Snowden Capital Advisors LLC
N/A—51,868-51,868-100%$2.6M———
Founders Financial Alliance, LLC
N/A—51,229-51,229-100%$2.6M———
Arax Advisory Partners
N/A—50,908-50,908-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—50,583-50,583-100%$2.6M———
Alongside, LLC
N/A—50,313-50,313-100%$2.5M———
49 Wealth Management, LLC
N/A—50,313-50,313-100%$2.5M———
Vawter Financial, Ltd.
N/A—48,701-48,701-100%$2.5M———
Resolute Wealth Advisor, Inc.
N/A—47,973-47,973-100%$2.4M———
Compass Financial Group, Inc.
N/A—47,061-47,061-100%$2.4M———
Global Retirement Partners, LLC
N/A—45,509-45,509-100%$2.3M———
Western Wealth Management, LLC
N/A—45,258-45,258-100%$2.3M———
Range Advisory, LLC
N/A—45,256-45,256-100%$2.3M———
PAX Financial Group, LLC
N/A—43,736-43,736-100%$2.2M———
IHT Wealth Management, LLC
N/A—42,882-42,882-100%$2.2M———
Goldman Sachs Group Inc
N/A—42,185-42,185-100%$2.1M———
Leavell Investment Management, Inc.
N/A—39,678-39,678-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—38,668-38,668-100%$2.0M———
Addison Advisors LLC
N/A—35,546-35,546-100%$1.8M———
Napier Financial, LLC
N/A—32,103-32,103-100%$1.6M———
Smartleaf Asset Management LLC
N/A—31,468-31,468-100%$1.6M———
Fairview Capital Investment Management, LLC
N/A—30,830-30,830-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—29,484-29,484-100%$1.5M———
EP Wealth Advisors, LLC
N/A—29,198-29,198-100%$1.5M———
Hexagon Capital Partners LLC
N/A—28,651-28,651-100%$1.4M———
Allworth Financial LP
N/A—27,309-27,309-100%$1.4M———
Columbia River Financial Group, LLC
N/A—26,707-26,707-100%$1.4M———
Strategic Investment Advisors / MI
N/A—26,444-26,444-100%$1.3M———
Tiaa Trust, National Association
N/A—25,364-25,364-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—25,299-25,299-100%$1.3M———
Sachetta, LLC
N/A—24,998-24,998-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—24,730-24,730-100%$1.3M———
Mutual Advisors, LLC
N/A—24,295-24,295-100%$1.2M———
HighPoint Advisor Group LLC
N/A—23,568-23,568-100%$1.2M———
Park Place Capital Corp
N/A—22,526-22,526-100%$1.1M———
Qube Research & Technologies Ltd
N/A—22,082-22,082-100%$1.1M———
Comprehensive Money Management Services LLC
N/A—21,958-21,958-100%$1.1M———
Belpointe Asset Management LLC
N/A—20,926-20,926-100%$1.1M———
Centaurus Financial, Inc.
N/A—20,705-20,705-100%$1.0M———
Eight 31 Financial, LLC
N/A—20,673-20,673-100%$1.0M———
Headinvest, LLC
N/A—19,893-19,893-100%$1.0M———
LaSalle St. Investment Advisors, LLC
N/A—19,506-19,506-100%$987.0K———
Note Advisors, LLC
N/A—19,332-19,332-100%$978.2K———
Ameritas Advisory Services, LLC
N/A—19,274-19,274-100%$975.3K———
Principal Securities, Inc.
N/A—19,241-19,241-100%$973.6K———
Venturi Wealth Management, LLC
N/A—18,829-18,829-100%$952.7K———
Private Advisory Group LLC
N/A—18,781-18,781-100%$950.3K———
Advisory Alpha, LLC
N/A—18,530-18,530-100%$937.8K———
Hershey Financial Advisers, LLC
N/A—18,225-18,225-100%$922.2K———
World Investment Advisors
N/A—18,094-18,094-100%$906.1K———
Beto Financial Group, LLC
N/A—16,521-16,521-100%$822.7K———
Strathmore Capital Advisors, Inc.
N/A—16,204-16,204-100%$806.6K———
Independent Advisor Alliance
N/A—16,062-16,062-100%$812.7K———
Compton Financial Group, LLC
N/A—15,777-15,777-100%$798.3K———
Nwam LLC
N/A—15,655-15,655-100%$792.1K———
Waverly Advisors, LLC
N/A—15,370-15,370-100%$777.7K———
Regimen Wealth, LLC
N/A—14,781-14,781-100%$750.1K———
Mayflower Financial Advisors, LLC
N/A—14,603-14,603-100%$738.9K———
Ameritas Investment Partners, Inc.
N/A—12,805-12,805-100%$648.0K———
Brookwood Investment Group LLC
N/A—12,638-12,638-100%$639.5K———
Brand Asset Management Group, Inc.
N/A—12,617-12,617-100%$638.4K———
Trivium Point Advisory, LLC
N/A—12,249-12,249-100%$619.8K———
Grand Wealth Management, LLC
N/A—11,898-11,898-100%$602.0K———
Bank of Montreal
N/A—11,613-11,613-100%$587.6K———
Evolution Advisers, Inc.
N/A—11,557-11,557-100%$584.0K———
Deutsche Bank Ag\
N/A—11,370-11,370-100%$575.3K———
Silver OAK Securities, Incorporated
N/A—11,036-11,036-100%$558.4K———
Focus Partners Advisor Solutions, LLC
N/A—10,504-10,504-100%$531.5K———
Quantinno Capital Management LP
N/A—10,485-10,485-100%$530.5K———
Rockefeller Capital Management L.P.
N/A—10,381-10,381-100%$525.3K———
Gateway Wealth Partners, LLC
N/A—10,105-10,105-100%$511.3K———
AQR Capital Management LLC
N/A—9,888-9,888-100%$500.3K———
Shared Vision Wealth Group LLC
N/A—9,796-9,796-100%$495.7K———
Empower Advisory Group, LLC
N/A—9,387-9,387-100%$475.0K———
Foundations Investment Advisors, LLC
N/A—9,126-9,126-100%$461.8K———
Zhang Financial LLC
N/A—8,775-8,775-100%$444.0K———
Benjamin Edwards Inc
N/A—8,583-8,583-100%$434.3K———
Vision Retirement, LLC
N/A—8,463-8,463-100%$428.2K———
Keystone Financial Services
N/A—8,421-8,421-100%$426.1K———
Icon Wealth Advisors, LLC
N/A—7,576-7,576-100%$383.3K———
Gladstone Institutional Advisory LLC
N/A—7,069-7,069-100%$357.7K———
Accretive Wealth Partners, LLC
N/A—6,771-6,771-100%$342.6K———
Joule Financial, LLC
N/A—6,682-6,682-100%$338.1K———
Yukon Wealth Management, Inc.
N/A—6,572-6,572-100%$332.5K———
UMB Bank, n.a.
N/A—6,449-6,449-100%$326.3K———
Susquehanna International Group, LLP
N/A—6,176-6,176-100%$312.5K———
NorthStar Asset Management LLC
N/A—6,118-6,118-100%$309.6K———
Alta Wealth Advisors LLC
N/A—6,062-6,062-100%$306.8K———
CFO4Life Group, LLC
N/A—5,940-5,940-100%$300.6K———
Cascade Financial Partners, LLC
N/A—5,824-5,824-100%$294.7K———
Janney Montgomery Scott LLC
N/A—5,817-5,817-100%$294.0K———
Rehmann Capital Advisory Group
N/A—5,713-5,713-100%$289.1K———
Fortune Financial Advisors, LLC
N/A—5,489-5,489-100%$277.7K———
Garrison Point Advisors, LLC
N/A—5,471-5,471-100%$276.8K———
Beacon Pointe Advisors, LLC
N/A—5,301-5,301-100%$268.2K———
Shepherd Wealth Management Ltd Liability Co
N/A—5,083-5,083-100%$494.6K———
Stonebridge Financial Planning Group, LLC
N/A—4,880-4,880-100%$246.9K———
Talisman Wealth Advisors LLC
N/A—4,870-4,870-100%$246.4K———
Wealthgarden F.S. LLC
N/A—4,682-4,682-100%$236.9K———
Composition Wealth, LLC
N/A—4,633-4,633-100%$234.5K———
Alpha Financial Advisors, LLC
N/A—4,582-4,582-100%$231.8K———
MAI Capital Management
N/A—4,574-4,574-100%$231.4K———
Lifeworks Advisors, LLC
N/A—4,274-4,274-100%$216.3K———
Markin Asset Management, LP
N/A—4,236-4,236-100%$214.3K———
OneAscent Financial Services LLC
N/A—4,075-4,075-100%$206.2K———
FMR LLC
N/A—3,126-3,126-100%$158.2K———
Aptus Capital Advisors, LLC
N/A—2,403-2,403-100%$121.6K———
IMA Advisory Services, Inc.
N/A—2,331-2,331-100%$117.9K———
Fiduciary Financial Advisors
N/A—2,051-2,051-100%$103.8K———
WealthShield Partners, LLC
N/A—1,948-1,948-100%$98.6K———
Godfrey Financial Associates, Inc.
N/A—1,795-1,795-100%$90.8K———
National Bank of Canada
N/A—1,773-1,773-100%$89.7K———
SOA Wealth Advisors, Llc.
N/A—1,337-1,337-100%$67.7K———
Forum Finance Group S.A.
N/A—1,150-1,150-100%$47———
Ameriflex Group, Inc.
N/A—857-857-100%$43.4K———
Wellington Grp LLC
N/A—792-792-100%$39.6K———
Strive Financial Group,LLC
N/A—680-680-100%$34.4K———
Caitlin John, LLC
N/A—652-652-100%$33.0K———
Glenmede Trust Co NA
N/A—652-652-100%$33.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—586-586-100%$29.7K———
Geneos Wealth Management Inc.
N/A—495-495-100%$25.1K———
Aventura Private Wealth, LLC
N/A—455-455-100%$23.0K———
Vanguard Advisers Inc
N/A—370-370-100%$18.7K———
10Elms LLP
N/A—321-321-100%$16.2K———
Mcguire Capital Advisors Inc
N/A—284-284-100%$14.4K———
Medallion Wealth Advisors, LLC
N/A—277-277-100%$26.7K———
SHP Wealth Management
N/A—271-271-100%$13.7K———
Cordant, Inc.
N/A—250-250-100%$12.7K———
Providence Capital Advisors, LLC
N/A—217-217-100%$11.0K———
Glen Eagle Advisors, LLC
N/A—216-216-100%$10.9K———
Transamerica Financial Advisors, LLC
N/A—214-214-100%$10.9K———
Fourth Dimension Wealth, LLC
N/A—208-208-100%$10.5K———
Crewe Advisors LLC
N/A—205-205-100%$10.4K———
Mpwm Advisory Solutions, LLC
N/A—193-193-100%$9.8K———
BFC Planning, Inc.
N/A—181-181-100%$9.1K———
Dunhill Financial, LLC
N/A—160-160-100%$8.1K———
Bogart Wealth, LLC
N/A—109-109-100%$5.5K———
Meramec Financial Planners, LLC
N/A—66-66-100%$3.3K———
BNP Paribas Financial Markets
N/A—66-66-100%$3.3K———
CNB Bank
N/A—54-54-100%$2.7K———
Bessemer Group Inc
N/A—50-50-100%$3———
Oakmont Advisory Group, LLC
N/A—47-47-100%$2.4K———
Keating Financial Advisory Services, Inc.
N/A—47-47-100%$2.4K———
Ancora Advisors LLCA
N/A—36-36-100%$1.8K———
Frazier Financial Advisors, LLC
N/A—34-34-100%$1.7K———
HFM Investment Advisors, LLC
N/A—25-25-100%$1.3K———
Chelsea Counsel Co
N/A—19-19-100%$962———
Hantz Financial Services, Inc.
N/A—9-9-100%$0———
Copia Wealth Management
N/A—9-9-100%$455———
Imprint Wealth LLC
N/A—6-6-100%$304———
Longview Financial Advisors LLC
N/A—6-6-100%$304———
Capital Advisor Network LLC
N/A—4-4-100%$202———
Institute for Wealth Management, Llc.
N/A—3-3-100%$152———
Beaird Harris Wealth Management, LLC
N/A—1-1-100%$51———
Russell Investments Group, Ltd.
N/A—1-1-100%$51———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$51———
Huntington National Bank
N/A—1-1-100%$51———
Luminist Capital LLC
N/A—00—$304———
Strategic Wealth Partners, Ltd.
N/A—00—$20———
Showing 620 of 620 institutions