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Ishares Ibonds DEC 2026 Term (IBDR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares4,614,449 from 4,383,801
Change+230,648 (+5%)
Value$111.9M (+$5.6M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares4,113,247 from 3,879,923
Change+233,324 (+6%)
Value$99.7M (+$5.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,625,761 from 1,648,333
Change-22,572 (-1%)
Value$39.4M (-$530.7K)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares1,582,937 from 1,502,321
Change+80,616 (+5%)
Value$38.4M (+$2.0M)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
INCREASED
Shares1,529,065 from 1,527,912
Change+1,153 (+0%)
Value$37.1M (+$43.2K)
Filed 2026-10-26
Howland Capital Management LLC
DECREASED
Shares1,441,640 from 1,496,018
Change-54,378 (-4%)
Value$34.9M (-$1.3M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares1,191,330 from 1,162,481
Change+28,849 (+2%)
Value$28.9M (+$710.9K)
Filed 2026-11-02
Sigma Investment Counselors Inc
INCREASED
Shares1,148,835 from 1,146,679
Change+2,156 (+0%)
Value$27.8M (+$63.7K)
Filed 2026-10-27
RVW Wealth, LLC
DECREASED
Shares1,100,432 from 1,165,091
Change-64,659 (-6%)
Value$26.7M (-$1.6M)
Filed 2026-10-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares866,403 from 872,266
Change-5,863 (-1%)
Value$21.0M (-$133.4K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares819,561 from 862,303
Change-42,742 (-5%)
Value$19.9M (-$1.0M)
Filed 2026-10-30
IFS Advisors, LLC
DECREASED
Shares797,081 from 973,964
Change-176,883 (-18%)
Value$19.3M (-$4.3M)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares750,158 from 662,326
Change+87,832 (+13%)
Value$18.2M (+$2.1M)
Filed 2026-10-07
MV Capital Management, Inc.
DECREASED
Shares732,078 from 756,074
Change-23,996 (-3%)
Value$17.7M (-$574.1K)
Filed 2026-10-29
Rebalance, LLC
INCREASED
Shares716,926 from 711,980
Change+4,946 (+1%)
Value$17.4M (+$127.0K)
Filed 2026-10-22
Glenview Trust Co
DECREASED
Shares715,319 from 729,084
Change-13,765 (-2%)
Value$17.3M (-$326.4K)
Filed 2026-10-28
Cowa, LLC
DECREASED
Shares691,875 from 1,089,624
Change-397,749 (-36%)
Value$16.8M (-$9.6M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares680,862 from 714,410
Change-33,548 (-5%)
Value$16.5M (-$806.1K)
Filed 2026-11-05
NovaPoint Capital, LLC
INCREASED
Shares537,504 from 523,659
Change+13,845 (+3%)
Value$13.0M (+$340.8K)
Filed 2026-10-22
Balentine LLC
INCREASED
Shares497,081 from 397,242
Change+99,839 (+25%)
Value$12.0M (+$2.4M)
Filed 2026-11-03
Strid Group, LLC
DECREASED
Shares488,967 from 538,854
Change-49,887 (-9%)
Value$11.9M (-$1.2M)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares481,030 from 525,939
Change-44,909 (-9%)
Value$11.7M (-$1.1M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares470,769 from 448,668
Change+22,101 (+5%)
Value$11.4M (+$535.5K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares469,655 from 495,135
Change-25,480 (-5%)
Value$11.4M (-$612.7K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares454,085 from 452,688
Change+1,397 (+0%)
Value$11.0M (+$38.4K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares423,154 from 431,943
Change-8,789 (-2%)
Value$10.2M (-$237.0K)
Filed 2026-11-05
Arcadia Investment Advisors LLC
DECREASED
Shares395,176 from 409,478
Change-14,302 (-3%)
Value$9.6M (-$342.6K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares389,641 from 377,655
Change+11,986 (+3%)
Value$9.4M (+$294.3K)
Filed 2026-10-15
InvesTrust
INCREASED
Shares384,830 from 317,326
Change+67,504 (+21%)
Value$9.3M (+$1.6M)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares375,305 from 660,322
Change-285,017 (-43%)
Value$9.1M (-$6.9M)
Filed 2026-10-22
First National Trust Co
DECREASED
Shares363,321 from 368,206
Change-4,885 (-1%)
Value$8.8M (-$114.7K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares345,388 from 367,674
Change-22,286 (-6%)
Value$8.4M (-$540.2K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares343,018 from 323,679
Change+19,339 (+6%)
Value$8.3M (+$472.0K)
Filed 2026-11-06
Kesler, Norman & Wride, LLC
DECREASED
Shares317,418 from 325,975
Change-8,557 (-3%)
Value$7.7M (-$204.2K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares316,614 from 320,102
Change-3,488 (-1%)
Value$7.7M (-$81.4K)
Filed 2026-11-03
Lyell Wealth Management, LP
DECREASED
Shares296,433 from 350,401
Change-53,968 (-15%)
Value$7.2M (-$1.3M)
Filed 2026-10-30
Cornerstone Planning, LLC
INCREASED
Shares289,885 from 288,419
Change+1,466 (+1%)
Value$7.0M (+$36.2K)
Filed 2026-10-27
Valmark Advisers, Inc.
INCREASED
Shares262,905 from 238,786
Change+24,119 (+10%)
Value$6.4M (+$587.0K)
Filed 2026-11-06
Virginia Wealth Management Group, Inc.
INCREASED
Shares253,011 from 249,890
Change+3,121 (+1%)
Value$6.1M (+$78.1K)
Filed 2026-10-14
Aviance Capital Partners, LLC
INCREASED
Shares249,218 from 229,073
Change+20,145 (+9%)
Value$6.0M (+$490.6K)
Filed 2026-10-29
Fulton Breakefield Broenniman LLC
DECREASED
Shares246,629 from 254,470
Change-7,841 (-3%)
Value$6.0M (-$187.5K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
DECREASED
Shares239,266 from 247,125
Change-7,859 (-3%)
Value$5.8M (-$188.0K)
Filed 2026-10-15
Delta Wealth Advisors LLC
INCREASED
Shares238,821 from 229,154
Change+9,667 (+4%)
Value$5.8M (+$236.6K)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares232,069 from 225,797
Change+6,272 (+3%)
Value$5.6M (+$152.0K)
Filed 2026-11-04
4Thought Financial Group Inc.
INCREASED
Shares227,381 from 227,209
Change+172 (+0%)
Value$5.5M (+$6.4K)
Filed 2026-11-02
Guidance Point Advisors, LLC
INCREASED
Shares216,466 from 213,363
Change+3,103 (+1%)
Value$5.2M (+$77.4K)
Filed 2026-10-15
Regions Financial Corp
DECREASED
Shares207,823 from 220,984
Change-13,161 (-6%)
Value$5.0M (-$316.8K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares199,371 from 209,282
Change-9,911 (-5%)
Value$4.8M (-$238.1K)
Filed 2026-10-16
10Elms LLP
DECREASED
Shares195,881 from 203,963
Change-8,082 (-4%)
Value$4.7M (-$193.9K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
DECREASED
Shares194,968 from 236,025
Change-41,057 (-17%)
Value$4.7M (-$992.9K)
Filed 2026-10-27
Precedent Wealth Partners, LLC
INCREASED
Shares194,629 from 147,912
Change+46,717 (+32%)
Value$4.7M (+$1.1M)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares193,165 from 209,385
Change-16,220 (-8%)
Value$4.7M (-$391.1K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares186,436 from 197,059
Change-10,623 (-5%)
Value$4.5M (-$258.8K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares185,775 from 242,647
Change-56,872 (-23%)
Value$4.5M (-$1.4M)
Filed 2026-11-02
Hamel Associates, Inc.
DECREASED
Shares176,414 from 215,254
Change-38,840 (-18%)
Value$4.3M (-$939.3K)
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares169,716 from 166,761
Change+2,955 (+2%)
Value$4.1M (+$73.3K)
Filed 2026-10-13
High Note Wealth, LLC
INCREASED
Shares166,036 from 117,814
Change+48,222 (+41%)
Value$4.0M (+$1.2M)
Filed 2026-10-27
Moneco Advisors, LLC
DECREASED
Shares163,720 from 173,411
Change-9,691 (-6%)
Value$4.0M (-$233.2K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares160,947 from 172,184
Change-11,237 (-7%)
Value$3.9K (-$4.2M)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED
Shares149,626 from 150,218
Change-592 (0%)
Value$3.6M (-$12.8K)
Filed 2026-10-23
Foundation Wealth Management, LLC
DECREASED
Shares148,673 from 151,521
Change-2,848 (-2%)
Value$3.6M (-$67.5K)
Filed 2026-10-22
Arrow Financial Corp
DECREASED
Shares148,253 from 200,769
Change-52,516 (-26%)
Value$3.6M (-$1.3M)
Filed 2026-10-26
Deutsche Bank Ag\
UNCHANGED
Shares141,304 from 141,304
Change0 (0%)
Value$3.4M (+$1.4K)
Filed 2026-11-06
Scissortail Wealth Management, LLC
INCREASED
Shares140,614 from 139,693
Change+921 (+1%)
Value$3.4M (+$23.7K)
Filed 2026-11-03
Phillips Financial Management, LLC
DECREASED
Shares135,652 from 136,269
Change-617 (0%)
Value$3.3M (-$13.6K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares135,583 from 157,410
Change-21,827 (-14%)
Value$3.3M (-$527.5K)
Filed 2026-10-20
Sonata Capital Group Inc
DECREASED
Shares134,070 from 138,850
Change-4,780 (-3%)
Value$3.2M (-$114.5K)
Filed 2026-10-19
Rubicon Advisors, GP
UNCHANGED
Shares132,570 from 132,570
Change0 (0%)
Value$3.2M (+$1.3K)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares128,607 from 130,345
Change-1,738 (-1%)
Value$3.1M (-$40.8K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
NEW
Shares127,356
Change+127,356
Value$3.1M
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares124,833 from 144,695
Change-19,862 (-14%)
Value$3.0M (-$480.0K)
Filed 2026-11-06
Scott Capital Advisors, LLC
NEW
Shares121,202
Change+121,202
Value$2.9M
Filed 2026-10-13
New England Private Wealth Advisors LLC
DECREASED
Shares112,371 from 164,601
Change-52,230 (-32%)
Value$2.7M (-$1.3M)
Filed 2026-10-19
Riverchase Wealth Management, LLC
INCREASED
Shares109,937 from 108,551
Change+1,386 (+1%)
Value$2.7M (+$34.7K)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares109,115 from 112,019
Change-2,904 (-3%)
Value$2.6M (-$69.3K)
Filed 2026-10-30
Brighton Securities Corp.
DECREASED
Shares106,106 from 108,413
Change-2,307 (-2%)
Value$2.6M (-$54.8K)
Filed 2026-10-08
Centennial Advisors, LLC
DECREASED
Shares104,001 from 104,912
Change-911 (-1%)
Value$2.5M (-$21.0K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares102,341 from 102,047
Change+294 (+0%)
Value$2.5M (+$8.1K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
DECREASED
Shares101,834 from 104,654
Change-2,820 (-3%)
Value$2.5M (-$67.3K)
Filed 2026-10-13
Keeler Thomas Management LLC
DECREASED
Shares97,465 from 103,946
Change-6,481 (-6%)
Value$2.4M (-$156.1K)
Filed 2026-10-29
SMI Advisory Services, LLC
INCREASED
Shares94,694 from 39,673
Change+55,021 (+139%)
Value$2.3M (+$1.3M)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares89,698
Change+89,698
Value$2.2M
Filed 2026-10-26
Endowment Wealth Management, Inc.
INCREASED
Shares88,856 from 78,510
Change+10,346 (+13%)
Value$2.2M (+$251.6K)
Filed 2026-11-03
Klaas Financial Asset Advisors, LLC
DECREASED
Shares85,618 from 85,697
Change-79 (0%)
Value$2.1M (-$1.1K)
Filed 2026-10-19
Rossmore Private Capital
DECREASED
Shares85,003 from 90,522
Change-5,519 (-6%)
Value$2.1M (-$132.9K)
Filed 2026-10-27
4J Wealth Management LLC
NEW
Shares82,721
Change+82,721
Value$2.0M
Filed 2026-11-02
Breachway Investments LLC
DECREASED
Shares81,403 from 88,208
Change-6,805 (-8%)
Value$2.0M (-$164.1K)
Filed 2026-10-19
Livet Wealth, LLC
INCREASED
Shares80,677 from 77,986
Change+2,691 (+3%)
Value$2.0M (+$66.0K)
Filed 2026-10-27
Montecito Bank & Trust
DECREASED
Shares79,760 from 79,909
Change-149 (0%)
Value$1.9M (-$2.8K)
Filed 2026-10-01
Cove Private Wealth, LLC
INCREASED
Shares78,501 from 68,501
Change+10,000 (+15%)
Value$1.9M (+$243.1K)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares76,597 from 77,343
Change-746 (-1%)
Value$1.9M (-$17.3K)
Filed 2026-10-14
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares72,509 from 76,341
Change-3,832 (-5%)
Value$1.8K (-$1.8M)
Filed 2026-10-27
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares72,096 from 70,294
Change+1,802 (+3%)
Value$1.7M (+$44.4K)
Filed 2026-10-08
Valley Wealth Managers, Inc.
DECREASED
Shares67,483 from 72,118
Change-4,635 (-6%)
Value$1.6M (-$111.6K)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares67,130 from 54,484
Change+12,646 (+23%)
Value$1.6M (+$307.1K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
DECREASED
Shares66,672 from 113,570
Change-46,898 (-41%)
Value$1.6M (-$1.1M)
Filed 2026-10-26
Arcataur Capital Management LLC
UNCHANGED
Shares66,338 from 66,338
Change0 (0%)
Value$1.6M (+$663)
Filed 2026-10-21
Foundry Financial Group, Inc.
DECREASED
Shares65,525 from 68,724
Change-3,199 (-5%)
Value$1.6M (-$76.9K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares62,641 from 83,391
Change-20,750 (-25%)
Value$1.5M (-$502.1K)
Filed 2026-10-20
James Investment Research, Inc.
DECREASED
Shares61,982 from 66,861
Change-4,879 (-7%)
Value$1.5M (-$117.6K)
Filed 2026-10-22
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares60,469 from 60,469
Change0 (0%)
Value$1.5M (+$605)
Filed 2026-10-06
Redwood Financial Network Corp
NEW
Shares60,111
Change+60,111
Value$1.5M
Filed 2026-11-03
Gould Asset Management LLC
INCREASED
Shares59,095 from 57,615
Change+1,480 (+3%)
Value$1.4M (+$36.5K)
Filed 2026-11-06
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares58,474 from 68,763
Change-10,289 (-15%)
Value$1.4M (-$248.7K)
Filed 2026-10-19
Collaborative Fund Advisors, LLC
DECREASED
Shares57,562 from 62,577
Change-5,015 (-8%)
Value$1.4M (-$120.9K)
Filed 2026-11-02
Chesley Taft & Associates LLC
DECREASED
Shares57,182 from 80,630
Change-23,448 (-29%)
Value$1.4M (-$567.6K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares57,044 from 56,771
Change+273 (+0%)
Value$1.4M (+$7.2K)
Filed 2026-11-05
Accretive Wealth Partners, LLC
DECREASED
Shares53,134 from 53,412
Change-278 (-1%)
Value$1.3M (-$6.2K)
Filed 2026-11-06
Beacon Financial Group
INCREASED
Shares52,793 from 51,923
Change+870 (+2%)
Value$1.3M (+$21.6K)
Filed 2026-10-19
Archford Capital Strategies, LLC
DECREASED
Shares52,483 from 54,406
Change-1,923 (-4%)
Value$1.3M (-$46.1K)
Filed 2026-10-19
Johnson Bixby & Associates, LLC
INCREASED
Shares51,157 from 50,931
Change+226 (+0%)
Value$1.2M (+$6.0K)
Filed 2026-10-14
Windsor Capital Management, LLC
INCREASED
Shares50,393 from 46,547
Change+3,846 (+8%)
Value$1.2M (+$93.7K)
Filed 2026-10-13
Dudley Capital Management, LLC
DECREASED
Shares49,070 from 52,860
Change-3,790 (-7%)
Value$1.2M (-$91.3K)
Filed 2026-10-23
Wesbanco Bank Inc
UNCHANGED
Shares48,950 from 48,950
Change0 (0%)
Value$1.2M (+$490)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares47,906 from 26,384
Change+21,522 (+82%)
Value$1.2M (+$522.0K)
Filed 2026-10-16
Sightline Wealth Advisors, LLC
DECREASED
Shares47,715 from 72,435
Change-24,720 (-34%)
Value$1.2M (-$598.5K)
Filed 2026-10-21
Iron Financial LLC
DECREASED
Shares44,044 from 149,310
Change-105,266 (-70%)
Value$1.1M (-$2.6M)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
UNCHANGED
Shares40,778 from 40,778
Change0 (0%)
Value$988.5K (+$408)
Filed 2026-10-19
Private Client Services, LLC
INCREASED
Shares40,447 from 39,798
Change+649 (+2%)
Value$980.4K (+$16.1K)
Filed 2026-10-02
Straight Path Wealth Management
INCREASED
Shares40,384 from 39,906
Change+478 (+1%)
Value$978.9K (+$12.0K)
Filed 2026-10-23
ADG Wealth Management Group, LLC
INCREASED
Shares39,804 from 39,711
Change+93 (+0%)
Value$964.9K (+$2.7K)
Filed 2026-10-23
Blue Square Asset Management, LLC
INCREASED
Shares38,898 from 37,799
Change+1,099 (+3%)
Value$942.9K (+$27.0K)
Filed 2026-11-02
Great Diamond Partners, LLC
DECREASED
Shares38,550 from 51,368
Change-12,818 (-25%)
Value$934.5K (-$310.2K)
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares37,502 from 36,443
Change+1,059 (+3%)
Value$909.0K (+$26.0K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares37,376 from 48,901
Change-11,525 (-24%)
Value$906.0K (-$278.9K)
Filed 2026-10-23
Probity Advisors, Inc.
DECREASED
Shares36,588 from 70,374
Change-33,786 (-48%)
Value$886.9K (-$818.3K)
Filed 2026-10-23
Twin Cities Retirement Group LLC
NEW
Shares36,533
Change+36,533
Value$885.6K
Filed 2026-10-16
Wealth Advisory Solutions, LLC
INCREASED
Shares35,761 from 35,676
Change+85 (+0%)
Value$866.8K (+$2.4K)
Filed 2026-10-20
XY Planning Network, Inc.
NEW
Shares35,199
Change+35,199
Value$853.2K
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares35,148 from 37,260
Change-2,112 (-6%)
Value$852.0K (-$50.8K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares35,082 from 32,881
Change+2,201 (+7%)
Value$850.4K (+$53.7K)
Filed 2026-10-08
Atwater Malick LLC
UNCHANGED
Shares35,040 from 35,040
Change0 (0%)
Value$849.4K (+$351)
Filed 2026-10-15
Beacon Financial Planning, Inc
INCREASED
Shares34,787 from 34,689
Change+98 (+0%)
Value$843.2K (+$2.7K)
Filed 2026-11-04
Tlwm
DECREASED
Shares34,520 from 34,765
Change-245 (-1%)
Value$836.8K (-$5.6K)
Filed 2026-10-09
Duncker Streett & Co Inc
INCREASED
Shares34,270 from 33,934
Change+336 (+1%)
Value$830.7K (+$8.5K)
Filed 2026-10-27
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares34,202 from 28,567
Change+5,635 (+20%)
Value$829.1K (+$136.9K)
Filed 2026-10-15
Bullock Wealth Management Group
DECREASED
Shares33,960 from 34,142
Change-182 (-1%)
Value$820.5K (-$4.4K)
Filed 2026-10-09
Prosperity Planning, Inc.
DECREASED
Shares33,361 from 33,867
Change-506 (-1%)
Value$808.7K (-$11.9K)
Filed 2026-10-09
Schuylkill Financial LLC
INCREASED
Shares32,518 from 32,181
Change+337 (+1%)
Value$788.2K (+$8.5K)
Filed 2026-10-21
DecisionMap Wealth Management, LLC
UNCHANGED
Shares32,183 from 32,183
Change0 (0%)
Value$780.1K (+$322)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares31,765 from 21,034
Change+10,731 (+51%)
Value$770.0K (+$260.3K)
Filed 2026-10-22
First Interstate Bank
UNCHANGED
Shares30,949 from 30,949
Change0 (0%)
Value$750.2K (+$310)
Filed 2026-10-23
River's Edge Wealth Management, LLC
INCREASED
Shares30,628 from 30,519
Change+109 (+0%)
Value$741.2K (+$2.3K)
Filed 2026-10-19
Adirondack Trust Co
DECREASED
Shares30,199 from 31,810
Change-1,611 (-5%)
Value$731.7K (-$38.7K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
UNCHANGED
Shares28,949 from 28,949
Change0 (0%)
Value$701.7K (+$289)
Filed 2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED
Shares27,241 from 27,241
Change0 (0%)
Value$660.3K (+$273)
Filed 2026-11-03
Curbstone Financial Management Corp
DECREASED
Shares27,124 from 29,874
Change-2,750 (-9%)
Value$657.5K (-$66.4K)
Filed 2026-10-21
Diversify Wealth Management, LLC
DECREASED
Shares26,919 from 32,786
Change-5,867 (-18%)
Value$651.3K (-$143.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares26,919 from 32,786
Change-5,867 (-18%)
Value$651.3K (-$143.0K)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares26,562 from 37,352
Change-10,790 (-29%)
Value$643.9K (-$261.2K)
Filed 2026-10-23
Barrett & Company, Inc.
DECREASED
Shares25,898 from 30,891
Change-4,993 (-16%)
Value$627.8K (-$120.7K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares25,742 from 23,265
Change+2,477 (+11%)
Value$624.0K (+$60.3K)
Filed 2026-11-03
Princeton Global Asset Management LLC
DECREASED
Shares25,146 from 25,367
Change-221 (-1%)
Value$609.5K (-$5.1K)
Filed 2026-10-21
Tableaux LLC
DECREASED
Shares25,088 from 27,040
Change-1,952 (-7%)
Value$608.1K (-$47.0K)
Filed 2026-10-23
Littlejohn Financial Services, Inc.
DECREASED
Shares24,259 from 26,843
Change-2,584 (-10%)
Value$588.0K (-$62.4K)
Filed 2026-11-06
Jacobi Capital Management LLC
DECREASED
Shares23,928 from 24,082
Change-154 (-1%)
Value$580.0K (-$3.5K)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares23,606 from 23,606
Change0 (0%)
Value$572.2K (+$237)
Filed 2026-10-30
Ellis Investment Partners, LLC
INCREASED
Shares23,482 from 22,809
Change+673 (+3%)
Value$569.2K (+$16.6K)
Filed 2026-10-21
Aspen Wealth Management LLC
INCREASED
Shares22,516 from 20,355
Change+2,161 (+11%)
Value$545.8K (+$52.6K)
Filed 2026-10-14
KPP Advisory Services LLC
INCREASED
Shares21,915 from 17,115
Change+4,800 (+28%)
Value$531.2K (+$116.5K)
Filed 2026-10-26
Clearstead Trust, LLC
INCREASED
Shares20,898 from 18,156
Change+2,742 (+15%)
Value$506.6K (+$66.6K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
DECREASED
Shares20,610 from 22,722
Change-2,112 (-9%)
Value$499.6K (-$51.0K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED
Shares20,380 from 28,589
Change-8,209 (-29%)
Value$494.0K (-$198.7K)
Filed 2026-10-15
Lee Financial Co
UNCHANGED
Shares19,330 from 19,330
Change0 (0%)
Value$468.6K (+$194)
Filed 2026-10-16
Gateway Investment Advisers LLC
NEW
Shares18,547
Change+18,547
Value$449.6K
Filed 2026-10-13
S.E.E.D. Planning Group LLC
DECREASED
Shares17,644 from 18,666
Change-1,022 (-5%)
Value$427.7K (-$24.6K)
Filed 2026-10-07
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares17,302 from 17,302
Change0 (0%)
Value$419.4K (+$173)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares17,100
Change+17,100
Value$414.5K
Filed 2026-11-03
Autumn Glory Partners, LLC
DECREASED
Shares17,026 from 27,639
Change-10,613 (-38%)
Value$412.7K (-$257.0K)
Filed 2026-10-26
Maryland Capital Advisors Inc.
DECREASED
Shares16,877 from 21,808
Change-4,931 (-23%)
Value$409.1K (-$119.3K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
DECREASED
Shares16,605 from 18,522
Change-1,917 (-10%)
Value$402.5K (-$46.3K)
Filed 2026-10-28
KFG LLC
NEW
Shares16,580
Change+16,580
Value$401.9K
Filed 2026-11-02
Focus Financial Network, Inc.
NEW
Shares16,352
Change+16,352
Value$396.4K
Filed 2026-10-14
Summit Asset Management, LLC
DECREASED
Shares16,347 from 19,367
Change-3,020 (-16%)
Value$396.3K (-$73.0K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares16,066 from 32,187
Change-16,121 (-50%)
Value$389.4K (-$390.5K)
Filed 2026-10-22
Wiregrass Investment Management LLC
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$380.6K (+$157)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares15,432 from 8,967
Change+6,465 (+72%)
Value$374.1K (+$156.8K)
Filed 2026-10-21
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares15,200 from 15,200
Change0 (0%)
Value$368.4K (+$152)
Filed 2026-11-02
Walleye Partners, LLC
INCREASED
Shares15,121 from 15,071
Change+50 (+0%)
Value$366.5K (+$1.4K)
Filed 2026-10-13
Old Mission Investment Co LLC
UNCHANGED
Shares14,657 from 14,657
Change0 (0%)
Value$355.3K (+$147)
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares14,155 from 14,239
Change-84 (-1%)
Value$343.1K (-$1.9K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares14,085 from 20,082
Change-5,997 (-30%)
Value$341.4K (-$145.2K)
Filed 2026-11-05
Financial Advisory Corp
DECREASED
Shares13,859 from 14,253
Change-394 (-3%)
Value$336.0K (-$9.4K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
UNCHANGED
Shares13,850 from 13,850
Change0 (0%)
Value$335.7K (+$138)
Filed 2026-10-13
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares13,672 from 13,672
Change0 (0%)
Value$331.4K (+$136)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares13,592
Change+13,592
Value$329.5K
Filed 2026-11-03
Stockman Wealth Management, Inc.
DECREASED
Shares13,382 from 17,816
Change-4,434 (-25%)
Value$324.4K (-$107.3K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
INCREASED
Shares13,308 from 13,307
Change+1 (+0%)
Value$322.6K (+$152)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares13,205 from 9,525
Change+3,680 (+39%)
Value$320.1K (+$89.3K)
Filed 2026-10-28
Cooper S Advisors, LLC
UNCHANGED
Shares12,706 from 12,706
Change0 (0%)
Value$308.0K (+$127)
Filed 2026-11-03
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares12,593 from 12,593
Change0 (0%)
Value$305.3K (+$261)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$303.0K (+$125)
Filed 2026-10-30
Focused Alpha, LLC
DECREASED
Shares12,346 from 28,435
Change-16,089 (-57%)
Value$299.3K (-$389.7K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED
Shares12,312 from 12,312
Change0 (0%)
Value$298.4K (+$123)
Filed 2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares12,263 from 12,263
Change0 (0%)
Value$297.3K (+$123)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares12,126 from 12,120
Change+6 (+0%)
Value$293.9K (+$274)
Filed 2026-11-06
Trust Co
DECREASED
Shares11,859 from 12,153
Change-294 (-2%)
Value$287.5K (-$7.0K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares11,779 from 11,718
Change+61 (+1%)
Value$285.5K (+$1.6K)
Filed 2026-11-04
Krilogy Financial LLC
DECREASED
Shares11,679 from 12,096
Change-417 (-3%)
Value$282.5K (-$10.6K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares11,658 from 11,658
Change0 (0%)
Value$282.6K (+$117)
Filed 2026-10-13
AMG National Trust Bank
UNCHANGED
Shares11,598 from 11,598
Change0 (0%)
Value$281.1K (+$117)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares11,595 from 11,952
Change-357 (-3%)
Value$281.1K (-$8.5K)
Filed 2026-11-05
True Private Wealth Advisors
NEW
Shares11,503
Change+11,503
Value$278.9K
Filed 2026-10-19
Welch & Forbes LLC
NEW
Shares11,298
Change+11,298
Value$273.9K
Filed 2026-11-04
Asset One Wealth Management LLC
NEW
Shares11,291
Change+11,291
Value$273.7K
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares11,096 from 10,798
Change+298 (+3%)
Value$269.0K (+$7.3K)
Filed 2026-10-26
International Assets Investment Management, LLC
UNCHANGED
Shares10,922 from 10,922
Change0 (0%)
Value$263.9K ($0)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
INCREASED
Shares10,787 from 10,682
Change+105 (+1%)
Value$261.5K (+$2.7K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares10,779 from 10,674
Change+105 (+1%)
Value$261.1K (+$2.6K)
Filed 2026-10-27
Greenspring Advisors, LLC
UNCHANGED
Shares10,758 from 10,758
Change0 (0%)
Value$260.8K (+$107)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
UNCHANGED
Shares10,745 from 10,745
Change0 (0%)
Value$260.5K (+$108)
Filed 2026-11-02
Highland Financial Advisors, LLC
UNCHANGED
Shares10,575 from 10,575
Change0 (0%)
Value$256.3K (+$106)
Filed 2026-10-19
Moors & Cabot, Inc.
DECREASED
Shares10,574 from 10,719
Change-145 (-1%)
Value$256.3K (-$3.4K)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares10,565 from 10,506
Change+59 (+1%)
Value$256.1K (+$1.5K)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares10,426 from 10,239
Change+187 (+2%)
Value$252.7K (+$4.6K)
Filed 2026-11-06
Meyer Handelman Co
DECREASED
Shares10,309 from 11,864
Change-1,555 (-13%)
Value$249.9K (-$37.6K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares10,300 from 10,510
Change-210 (-2%)
Value$249.7K (-$5.0K)
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares10,295
Change+10,295
Value$249.6K
Filed 2026-10-05
Choreo, LLC
INCREASED
Shares10,104 from 8,389
Change+1,715 (+20%)
Value$244.9K (+$41.6K)
Filed 2026-10-28
Mlp3, LLC
INCREASED
Shares9,938 from 9,927
Change+11 (+0%)
Value$240.9K (+$350)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares9,760 from 9,760
Change0 (0%)
Value$236.6K (+$97)
Filed 2026-10-05
Trinity Wealth Management, LLC
UNCHANGED
Shares9,708 from 9,708
Change0 (0%)
Value$235.3K (+$97)
Filed 2026-10-13
Trust Point Inc.
DECREASED
Shares9,532 from 21,443
Change-11,911 (-56%)
Value$231.1K (-$288.5K)
Filed 2026-10-27
Cypress Wealth Services, LLC
UNCHANGED
Shares9,399 from 9,399
Change0 (0%)
Value$227.3K (-$470)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,318 from 12,739
Change-3,421 (-27%)
Value$225.9K (-$82.8K)
Filed 2026-10-20
Certior Financial Group, LLC
UNCHANGED
Shares9,310 from 9,310
Change0 (0%)
Value$225.7K (+$93)
Filed 2026-10-19
Fortune Financial Group, Inc.
DECREASED
Shares9,108 from 12,468
Change-3,360 (-27%)
Value$220.8K (-$81.3K)
Filed 2026-10-22
Calamos Wealth Management LLC
UNCHANGED
Shares9,060 from 9,060
Change0 (0%)
Value$219.6K (+$90)
Filed 2026-11-02
Summit Place Financial Advisors, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$218.2K (+$90)
Filed 2026-10-23
Indivisible Partners
NEW
Shares8,823
Change+8,823
Value$213.9K
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares8,731 from 16,245
Change-7,514 (-46%)
Value$211.6K (-$182.0K)
Filed 2026-10-08
Journey Advisory Group, LLC
UNCHANGED
Shares8,664 from 8,664
Change0 (0%)
Value$210.0K (+$86)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares8,610 from 18,406
Change-9,796 (-53%)
Value$208.7K (-$237.3K)
Filed 2026-10-20
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares8,590 from 8,590
Change0 (0%)
Value$208.2K (+$86)
Filed 2026-10-14
Caliber Wealth Management, LLC / KS
INCREASED
Shares8,481 from 8,465
Change+16 (+0%)
Value$205.6K (+$493)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares8,324 from 8,554
Change-230 (-3%)
Value$201.8K (-$5.5K)
Filed 2026-10-15
Asset Dedication, LLC
DECREASED
Shares7,514 from 7,535
Change-21 (0%)
Value$182.1K (-$429)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares6,615
Change+6,615
Value$160.3K
Filed 2026-10-29
Coastline Trust Co
DECREASED
Shares5,997 from 6,371
Change-374 (-6%)
Value$145.4K (-$9.0K)
Filed 2026-10-01
TD Waterhouse Canada Inc.
DECREASED
Shares5,015 from 5,791
Change-776 (-13%)
Value$121.2K (-$18.7K)
Filed 2026-10-16
Clearstead Advisors, LLC
NEW
Shares4,965
Change+4,965
Value$120.4K
Filed 2026-11-06
Phillip James Consulting Co.
NEW
Shares4,150
Change+4,150
Value$100.6K
Filed 2026-11-03
Tompkins Financial Corp
UNCHANGED
Shares4,126 from 4,126
Change0 (0%)
Value$100.0K (+$41)
Filed 2026-10-05
Private Trust Co NA
DECREASED
Shares3,907 from 5,010
Change-1,103 (-22%)
Value$94.7K (-$26.7K)
Filed 2026-10-20
Align Financial, LLC
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$88.4K (+$36)
Filed 2026-10-16
Addison Advisors LLC
DECREASED
Shares3,450 from 3,715
Change-265 (-7%)
Value$83.6K (-$6.4K)
Filed 2026-11-06
Bank of New Hampshire
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$72.7K (+$30)
Filed 2026-10-06
United Community Bank
DECREASED
Shares2,615 from 3,237
Change-622 (-19%)
Value$63.4K (-$15.0K)
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares2,583 from 2,583
Change0 (0%)
Value$62.6K (+$25)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$60.6K (+$25)
Filed 2026-11-04
Burkett Financial Services, LLC
INCREASED
Shares2,407 from 2,383
Change+24 (+1%)
Value$58.3K (+$596)
Filed 2026-10-01
Bokf, NA
NEW
Shares2,400
Change+2,400
Value$58.2K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares2,375 from 3,820
Change-1,445 (-38%)
Value$57.6K (-$35.0K)
Filed 2026-10-20
Sarver Vrooman Wealth Advisors
DECREASED
Shares2,194 from 3,038
Change-844 (-28%)
Value$53.2K (-$20.3K)
Filed 2026-10-01
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$48.5K (+$20)
Filed 2026-10-23
MTM Investment Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$48.5K (+$20)
Filed 2026-10-30
Peck Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$48.5K (+$20)
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$40.5K (+$16)
Filed 2026-10-09
NBH Bank
DECREASED
Shares1,571 from 3,515
Change-1,944 (-55%)
Value$38.1K (-$47.1K)
Filed 2026-11-05
Robbins Farley
DECREASED
Shares1,405 from 1,612
Change-207 (-13%)
Value$34.1K (-$5.0K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$33.7K (+$14)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares1,285 from 3,425
Change-2,140 (-62%)
Value$31.1K (-$51.8K)
Filed 2026-10-21
Hyposwiss Advisors SA
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$25.1K (+$10)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$25.1K (+$10)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares876 from 1,180
Change-304 (-26%)
Value$21.2K (-$7.4K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares801 from 793
Change+8 (+1%)
Value$19.4K (+$198)
Filed 2026-10-15
Kennebec Savings Bank
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$16.1K (+$7)
Filed 2026-10-22
Buck Wealth Strategies, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$10.6K (+$5)
Filed 2026-10-28
IMG Wealth Management, Inc.
NEW
Shares219
Change+219
Value$5.3K
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$3.3K (+$1)
Filed 2026-10-28
Hoey Investments, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.9K (+$1)
Filed 2026-10-29
Financial Consulate, Inc
NEW
Shares1
Change+1
Value$25
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 341,342
Change-341,342 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-14
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 185,634
Change-185,634 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-03
Ironwood Financial, llc
CLOSED
Shares0 from 178,257
Change-178,257 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-20
Evergreen Private Wealth LLC
CLOSED
Shares0 from 155,968
Change-155,968 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-30
Beaumont Asset Management, L.L.C.
CLOSED
Shares0 from 104,541
Change-104,541 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-16
Hurley Capital, LLC
CLOSED
Shares0 from 51,670
Change-51,670 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 48,411
Change-48,411 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
CGN Advisors LLC
CLOSED
Shares0 from 39,457
Change-39,457 (-100%)
Value$0 (-$956.0K)
Filed 2026-10-21
Weaver Consulting Group
CLOSED
Shares0 from 34,389
Change-34,389 (-100%)
Value$0 (-$833.2K)
Filed 2026-10-07
OFS Enterprise LLC
CLOSED
Shares0 from 31,107
Change-31,107 (-100%)
Value$0 (-$753.7K)
Filed 2026-10-16
LifePlan Financial, LLC
CLOSED
Shares0 from 26,839
Change-26,839 (-100%)
Value$0 (-$650.3K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 14,568
Change-14,568 (-100%)
Value$0 (-$353.0K)
Filed 2026-11-02
Wellington Shields & Co., LLC
CLOSED
Shares0 from 13,779
Change-13,779 (-100%)
Value$0 (-$333.9K)
Filed 2026-11-03
Alterna Wealth Management, Inc
CLOSED
Shares0 from 12,041
Change-12,041 (-100%)
Value$0 (-$291.8K)
Filed 2026-10-27
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 11,584
Change-11,584 (-100%)
Value$0 (-$280.7K)
Filed 2026-10-15
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 11,029
Change-11,029 (-100%)
Value$0 (-$267.2K)
Filed 2026-10-26
Eagle Strategies LLC
CLOSED
Shares0 from 10,789
Change-10,789 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-16
Mattern Capital Management, LLC
CLOSED
Shares0 from 10,495
Change-10,495 (-100%)
Value$0 (-$254.3K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 9,994
Change-9,994 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-21
Novem Group
CLOSED
Shares0 from 9,570
Change-9,570 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-19
One Plus One Wealth Management, LLC
CLOSED
Shares0 from 9,121
Change-9,121 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$72.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 2,072
Change-2,072 (-100%)
Value$0 (-$50.2K)
Filed 2026-10-30
Fairway Wealth LLC
CLOSED
Shares0 from 1,155
Change-1,155 (-100%)
Value$0 (-$28.0K)
Filed 2026-10-30
Citigroup Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$121)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 9,829,831
Change-9,829,831 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,313,634
Change-4,313,634 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,186,318
Change-4,186,318 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,576,118
Change-3,576,118 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,484,975
Change-2,484,975 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,472,485
Change-1,472,485 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,415,924
Change-1,415,924 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,305,406
Change-1,305,406 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,276,117
Change-1,276,117 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,175,452
Change-1,175,452 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,136,875
Change-1,136,875 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,093,602
Change-1,093,602 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,068,172
Change-1,068,172 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,007,776
Change-1,007,776 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 935,865
Change-935,865 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 838,929
Change-838,929 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 837,009
Change-837,009 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 661,842
Change-661,842 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 652,971
Change-652,971 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 591,531
Change-591,531 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 574,362
Change-574,362 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 550,123
Change-550,123 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 480,366
Change-480,366 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 471,188
Change-471,188 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 457,123
Change-457,123 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 443,156
Change-443,156 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 441,512
Change-441,512 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 421,595
Change-421,595 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 402,037
Change-402,037 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 399,319
Change-399,319 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 392,395
Change-392,395 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 392,070
Change-392,070 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 391,318
Change-391,318 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 351,386
Change-351,386 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 350,589
Change-350,589 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 334,081
Change-334,081 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 325,410
Change-325,410 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 296,140
Change-296,140 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 289,388
Change-289,388 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 237,318
Change-237,318 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 233,838
Change-233,838 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 232,437
Change-232,437 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 222,321
Change-222,321 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 222,124
Change-222,124 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 211,905
Change-211,905 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 211,676
Change-211,676 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 205,075
Change-205,075 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 188,573
Change-188,573 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 181,703
Change-181,703 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 172,000
Change-172,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 155,842
Change-155,842 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 150,764
Change-150,764 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 138,259
Change-138,259 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 123,997
Change-123,997 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 121,569
Change-121,569 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 121,501
Change-121,501 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 120,095
Change-120,095 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 111,433
Change-111,433 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 109,710
Change-109,710 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 109,212
Change-109,212 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,871
Change-101,871 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 101,525
Change-101,525 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 100,604
Change-100,604 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 100,355
Change-100,355 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 99,472
Change-99,472 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 97,024
Change-97,024 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 91,054
Change-91,054 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 90,125
Change-90,125 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 88,213
Change-88,213 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 79,272
Change-79,272 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 79,012
Change-79,012 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 73,598
Change-73,598 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 72,995
Change-72,995 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 68,669
Change-68,669 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 67,891
Change-67,891 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 64,544
Change-64,544 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 63,498
Change-63,498 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 63,400
Change-63,400 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 60,718
Change-60,718 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 57,897
Change-57,897 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 55,008
Change-55,008 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 54,029
Change-54,029 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 53,245
Change-53,245 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 52,828
Change-52,828 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 52,744
Change-52,744 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 51,022
Change-51,022 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 48,096
Change-48,096 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 45,801
Change-45,801 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,799
Change-44,799 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 43,509
Change-43,509 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 42,657
Change-42,657 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 41,700
Change-41,700 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 41,085
Change-41,085 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 40,083
Change-40,083 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 39,795
Change-39,795 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 37,172
Change-37,172 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 36,803
Change-36,803 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 35,574
Change-35,574 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 34,912
Change-34,912 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 33,379
Change-33,379 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 32,225
Change-32,225 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 31,072
Change-31,072 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 30,719
Change-30,719 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30,638
Change-30,638 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,629
Change-30,629 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 30,293
Change-30,293 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,990
Change-29,990 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 27,174
Change-27,174 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 25,628
Change-25,628 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 24,763
Change-24,763 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 24,313
Change-24,313 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 23,317
Change-23,317 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,677
Change-22,677 (-100%)
Value—
American Trust
N/A
Shares— from 22,590
Change-22,590 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 22,205
Change-22,205 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,962
Change-20,962 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,347
Change-19,347 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,957
Change-18,957 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,241
Change-18,241 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 16,346
Change-16,346 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,130
Change-15,130 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 14,663
Change-14,663 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 12,978
Change-12,978 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 12,789
Change-12,789 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 12,647
Change-12,647 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Summitry LLC
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,351
Change-9,351 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,325
Change-8,325 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 823
Change-823 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 819
Change-819 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 713
Change-713 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 511
Change-511 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 457
Change-457 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 283
Change-283 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 275
Change-275 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 166
Change-166 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED4,614,4494,383,801+230,648+5%$106.2M$111.9M+$5.6M2026-11-04
LPL Financial LLC
INCREASED4,113,2473,879,923+233,324+6%$94.0M$99.7M+$5.7M2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,625,7611,648,333-22,572-1%$39.9M$39.4M-$530.7K2026-11-02
Kathmere Capital Management, LLC
INCREASED1,582,9371,502,321+80,616+5%$36.4M$38.4M+$2.0M2026-10-20
Gratus Wealth Advisors, LLC
INCREASED1,529,0651,527,912+1,153+0%$37.0M$37.1M+$43.2K2026-10-26
Howland Capital Management LLC
DECREASED1,441,6401,496,018-54,378-4%$36.2M$34.9M-$1.3M2026-10-22
Kestra Advisory Services, LLC
INCREASED1,191,3301,162,481+28,849+2%$28.2M$28.9M+$710.9K2026-11-02
Sigma Investment Counselors Inc
INCREASED1,148,8351,146,679+2,156+0%$27.8M$27.8M+$63.7K2026-10-27
RVW Wealth, LLC
DECREASED1,100,4321,165,091-64,659-6%$28.2M$26.7M-$1.6M2026-10-06
Mesirow Financial Investment Management, Inc.
DECREASED866,403872,266-5,863-1%$21.1M$21.0M-$133.4K2026-11-05
Truist Financial Corp
DECREASED819,561862,303-42,742-5%$20.9M$19.9M-$1.0M2026-10-30
IFS Advisors, LLC
DECREASED797,081973,964-176,883-18%$23.6M$19.3M-$4.3M2026-10-14
Venture Visionary Partners LLC
INCREASED750,158662,326+87,832+13%$16.0M$18.2M+$2.1M2026-10-07
MV Capital Management, Inc.
DECREASED732,078756,074-23,996-3%$18.3M$17.7M-$574.1K2026-10-29
Rebalance, LLC
INCREASED716,926711,980+4,946+1%$17.3M$17.4M+$127.0K2026-10-22
Glenview Trust Co
DECREASED715,319729,084-13,765-2%$17.7M$17.3M-$326.4K2026-10-28
Cowa, LLC
DECREASED691,8751,089,624-397,749-36%$26.4M$16.8M-$9.6M2026-10-30
US Bancorp \de\
DECREASED680,862714,410-33,548-5%$17.3M$16.5M-$806.1K2026-11-05
NovaPoint Capital, LLC
INCREASED537,504523,659+13,845+3%$12.7M$13.0M+$340.8K2026-10-22
Balentine LLC
INCREASED497,081397,242+99,839+25%$9.6M$12.0M+$2.4M2026-11-03
Strid Group, LLC
DECREASED488,967538,854-49,887-9%$13.1M$11.9M-$1.2M2026-10-28
Central Trust Co
DECREASED481,030525,939-44,909-9%$12.7M$11.7M-$1.1M2026-11-05
Allworth Financial LP
INCREASED470,769448,668+22,101+5%$10.9M$11.4M+$535.5K2026-11-06
IFP Advisors, Inc
DECREASED469,655495,135-25,480-5%$12.0M$11.4M-$612.7K2026-10-16
MCF Advisors LLC
INCREASED454,085452,688+1,397+0%$11.0M$11.0M+$38.4K2026-10-28
Thrivent Financial for Lutherans
DECREASED423,154431,943-8,789-2%$10.5M$10.2M-$237.0K2026-11-05
Arcadia Investment Advisors LLC
DECREASED395,176409,478-14,302-3%$9.9M$9.6M-$342.6K2026-10-13
Atria Investments, Inc
INCREASED389,641377,655+11,986+3%$9.2M$9.4M+$294.3K2026-10-15
InvesTrust
INCREASED384,830317,326+67,504+21%$7.7M$9.3M+$1.6M2026-10-14
Capital Investment Advisors, LLC
DECREASED375,305660,322-285,017-43%$16.0M$9.1M-$6.9M2026-10-22
First National Trust Co
DECREASED363,321368,206-4,885-1%$8.9M$8.8M-$114.7K2026-10-28
SAX Wealth Advisors, LLC
DECREASED345,388367,674-22,286-6%$8.9M$8.4M-$540.2K2026-10-13
Merit Financial Group, LLC
INCREASED343,018323,679+19,339+6%$7.8M$8.3M+$472.0K2026-11-06
Kesler, Norman & Wride, LLC
DECREASED317,418325,975-8,557-3%$7.9M$7.7M-$204.2K2026-11-06
Parallel Advisors, LLC
DECREASED316,614320,102-3,488-1%$7.8M$7.7M-$81.4K2026-11-03
Lyell Wealth Management, LP
DECREASED296,433350,401-53,968-15%$8.5M$7.2M-$1.3M2026-10-30
Cornerstone Planning, LLC
INCREASED289,885288,419+1,466+1%$7.0M$7.0M+$36.2K2026-10-27
Valmark Advisers, Inc.
INCREASED262,905238,786+24,119+10%$5.8M$6.4M+$587.0K2026-11-06
Virginia Wealth Management Group, Inc.
INCREASED253,011249,890+3,121+1%$6.1M$6.1M+$78.1K2026-10-14
Aviance Capital Partners, LLC
INCREASED249,218229,073+20,145+9%$5.6M$6.0M+$490.6K2026-10-29
Fulton Breakefield Broenniman LLC
DECREASED246,629254,470-7,841-3%$6.2M$6.0M-$187.5K2026-11-03
Resonant Capital Advisors, LLC
DECREASED239,266247,125-7,859-3%$6.0M$5.8M-$188.0K2026-10-15
Delta Wealth Advisors LLC
INCREASED238,821229,154+9,667+4%$5.6M$5.8M+$236.6K2026-10-09
Prospera Financial Services Inc
INCREASED232,069225,797+6,272+3%$5.5M$5.6M+$152.0K2026-11-04
4Thought Financial Group Inc.
INCREASED227,381227,209+172+0%$5.5M$5.5M+$6.4K2026-11-02
Guidance Point Advisors, LLC
INCREASED216,466213,363+3,103+1%$5.2M$5.2M+$77.4K2026-10-15
Regions Financial Corp
DECREASED207,823220,984-13,161-6%$5.4M$5.0M-$316.8K2026-11-05
Praetorian Wealth Management, Inc.
DECREASED199,371209,282-9,911-5%$5.1M$4.8M-$238.1K2026-10-16
10Elms LLP
DECREASED195,881203,963-8,082-4%$4.9M$4.7M-$193.9K2026-11-06
Laurel Wealth Advisors LLC
DECREASED194,968236,025-41,057-17%$5.7M$4.7M-$992.9K2026-10-27
Precedent Wealth Partners, LLC
INCREASED194,629147,912+46,717+32%$3.6M$4.7M+$1.1M2026-10-21
Sowell Financial Services LLC
DECREASED193,165209,385-16,220-8%$5.1M$4.7M-$391.1K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED186,436197,059-10,623-5%$4.8M$4.5M-$258.8K2026-10-13
Creative Planning
DECREASED185,775242,647-56,872-23%$5.9M$4.5M-$1.4M2026-11-02
Hamel Associates, Inc.
DECREASED176,414215,254-38,840-18%$5.2M$4.3M-$939.3K2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED169,716166,761+2,955+2%$4.0M$4.1M+$73.3K2026-10-13
High Note Wealth, LLC
INCREASED166,036117,814+48,222+41%$2.9M$4.0M+$1.2M2026-10-27
Moneco Advisors, LLC
DECREASED163,720173,411-9,691-6%$4.2M$4.0M-$233.2K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED160,947172,184-11,237-7%$4.2M$3.9K-$4.2M2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED149,626150,218-5920%$3.6M$3.6M-$12.8K2026-10-23
Foundation Wealth Management, LLC
DECREASED148,673151,521-2,848-2%$3.7M$3.6M-$67.5K2026-10-22
Arrow Financial Corp
DECREASED148,253200,769-52,516-26%$4.9M$3.6M-$1.3M2026-10-26
Deutsche Bank Ag\
UNCHANGED141,304141,30400%$3.4M$3.4M+$1.4K2026-11-06
Scissortail Wealth Management, LLC
INCREASED140,614139,693+921+1%$3.4M$3.4M+$23.7K2026-11-03
Phillips Financial Management, LLC
DECREASED135,652136,269-6170%$3.3M$3.3M-$13.6K2026-10-19
Integrated Advisors Network LLC
DECREASED135,583157,410-21,827-14%$3.8M$3.3M-$527.5K2026-10-20
Sonata Capital Group Inc
DECREASED134,070138,850-4,780-3%$3.4M$3.2M-$114.5K2026-10-19
Rubicon Advisors, GP
UNCHANGED132,570132,57000%$3.2M$3.2M+$1.3K2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED128,607130,345-1,738-1%$3.2M$3.1M-$40.8K2026-10-13
Matthew Goff Investment Advisor, LLC
NEW127,356—+127,356——$3.1M—2026-10-13
Kestra Private Wealth Services, LLC
DECREASED124,833144,695-19,862-14%$3.5M$3.0M-$480.0K2026-11-06
Scott Capital Advisors, LLC
NEW121,202—+121,202——$2.9M—2026-10-13
New England Private Wealth Advisors LLC
DECREASED112,371164,601-52,230-32%$4.0M$2.7M-$1.3M2026-10-19
Riverchase Wealth Management, LLC
INCREASED109,937108,551+1,386+1%$2.6M$2.7M+$34.7K2026-10-28
Associated Banc-Corp
DECREASED109,115112,019-2,904-3%$2.7M$2.6M-$69.3K2026-10-30
Brighton Securities Corp.
DECREASED106,106108,413-2,307-2%$2.6M$2.6M-$54.8K2026-10-08
Centennial Advisors, LLC
DECREASED104,001104,912-911-1%$2.5M$2.5M-$21.0K2026-10-21
PNC Financial Services Group, Inc.
INCREASED102,341102,047+294+0%$2.5M$2.5M+$8.1K2026-11-06
Harbor Investment Advisory, LLC
DECREASED101,834104,654-2,820-3%$2.5M$2.5M-$67.3K2026-10-13
Keeler Thomas Management LLC
DECREASED97,465103,946-6,481-6%$2.5M$2.4M-$156.1K2026-10-29
SMI Advisory Services, LLC
INCREASED94,69439,673+55,021+139%$958.9K$2.3M+$1.3M2026-10-13
Leo Wealth, LLC
NEW89,698—+89,698——$2.2M—2026-10-26
Endowment Wealth Management, Inc.
INCREASED88,85678,510+10,346+13%$1.9M$2.2M+$251.6K2026-11-03
Klaas Financial Asset Advisors, LLC
DECREASED85,61885,697-790%$2.1M$2.1M-$1.1K2026-10-19
Rossmore Private Capital
DECREASED85,00390,522-5,519-6%$2.2M$2.1M-$132.9K2026-10-27
4J Wealth Management LLC
NEW82,721—+82,721——$2.0M—2026-11-02
Breachway Investments LLC
DECREASED81,40388,208-6,805-8%$2.1M$2.0M-$164.1K2026-10-19
Livet Wealth, LLC
INCREASED80,67777,986+2,691+3%$1.9M$2.0M+$66.0K2026-10-27
Montecito Bank & Trust
DECREASED79,76079,909-1490%$1.9M$1.9M-$2.8K2026-10-01
Cove Private Wealth, LLC
INCREASED78,50168,501+10,000+15%$1.7M$1.9M+$243.1K2026-10-28
Davenport & Co LLC
DECREASED76,59777,343-746-1%$1.9M$1.9M-$17.3K2026-10-14
First Fiduciary Investment Counsel, Inc.
DECREASED72,50976,341-3,832-5%$1.9M$1.8K-$1.8M2026-10-27
Conrad Siegel Investment Advisors, Inc.
INCREASED72,09670,294+1,802+3%$1.7M$1.7M+$44.4K2026-10-08
Valley Wealth Managers, Inc.
DECREASED67,48372,118-4,635-6%$1.7M$1.6M-$111.6K2026-10-09
Bank of New York Mellon Corp
INCREASED67,13054,484+12,646+23%$1.3M$1.6M+$307.1K2026-11-05
Penobscot Investment Management Company, Inc.
DECREASED66,672113,570-46,898-41%$2.8M$1.6M-$1.1M2026-10-26
Arcataur Capital Management LLC
UNCHANGED66,33866,33800%$1.6M$1.6M+$6632026-10-21
Foundry Financial Group, Inc.
DECREASED65,52568,724-3,199-5%$1.7M$1.6M-$76.9K2026-10-28
Commonwealth Financial Services, LLC
DECREASED62,64183,391-20,750-25%$2.0M$1.5M-$502.1K2026-10-20
James Investment Research, Inc.
DECREASED61,98266,861-4,879-7%$1.6M$1.5M-$117.6K2026-10-22
Colton Groome Financial Advisors, LLC
UNCHANGED60,46960,46900%$1.5M$1.5M+$6052026-10-06
Redwood Financial Network Corp
NEW60,111—+60,111——$1.5M—2026-11-03
Gould Asset Management LLC
INCREASED59,09557,615+1,480+3%$1.4M$1.4M+$36.5K2026-11-06
Cornell Pochily Investment Advisors, Inc.
DECREASED58,47468,763-10,289-15%$1.7M$1.4M-$248.7K2026-10-19
Collaborative Fund Advisors, LLC
DECREASED57,56262,577-5,015-8%$1.5M$1.4M-$120.9K2026-11-02
Chesley Taft & Associates LLC
DECREASED57,18280,630-23,448-29%$2.0M$1.4M-$567.6K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED57,04456,771+273+0%$1.4M$1.4M+$7.2K2026-11-05
Accretive Wealth Partners, LLC
DECREASED53,13453,412-278-1%$1.3M$1.3M-$6.2K2026-11-06
Beacon Financial Group
INCREASED52,79351,923+870+2%$1.3M$1.3M+$21.6K2026-10-19
Archford Capital Strategies, LLC
DECREASED52,48354,406-1,923-4%$1.3M$1.3M-$46.1K2026-10-19
Johnson Bixby & Associates, LLC
INCREASED51,15750,931+226+0%$1.2M$1.2M+$6.0K2026-10-14
Windsor Capital Management, LLC
INCREASED50,39346,547+3,846+8%$1.1M$1.2M+$93.7K2026-10-13
Dudley Capital Management, LLC
DECREASED49,07052,860-3,790-7%$1.3M$1.2M-$91.3K2026-10-23
Wesbanco Bank Inc
UNCHANGED48,95048,95000%$1.2M$1.2M+$4902026-11-04
Concurrent Investment Advisors, LLC
INCREASED47,90626,384+21,522+82%$639.3K$1.2M+$522.0K2026-10-16
Sightline Wealth Advisors, LLC
DECREASED47,71572,435-24,720-34%$1.8M$1.2M-$598.5K2026-10-21
Iron Financial LLC
DECREASED44,044149,310-105,266-70%$3.6M$1.1M-$2.6M2026-10-23
Cannon Financial Strategists, Inc.
UNCHANGED40,77840,77800%$988.1K$988.5K+$4082026-10-19
Private Client Services, LLC
INCREASED40,44739,798+649+2%$964.3K$980.4K+$16.1K2026-10-02
Straight Path Wealth Management
INCREASED40,38439,906+478+1%$966.9K$978.9K+$12.0K2026-10-23
ADG Wealth Management Group, LLC
INCREASED39,80439,711+93+0%$962.2K$964.9K+$2.7K2026-10-23
Blue Square Asset Management, LLC
INCREASED38,89837,799+1,099+3%$915.9K$942.9K+$27.0K2026-11-02
Great Diamond Partners, LLC
DECREASED38,55051,368-12,818-25%$1.2M$934.5K-$310.2K2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED37,50236,443+1,059+3%$883.0K$909.0K+$26.0K2026-11-05
Sigma Planning Corp
DECREASED37,37648,901-11,525-24%$1.2M$906.0K-$278.9K2026-10-23
Probity Advisors, Inc.
DECREASED36,58870,374-33,786-48%$1.7M$886.9K-$818.3K2026-10-23
Twin Cities Retirement Group LLC
NEW36,533—+36,533——$885.6K—2026-10-16
Wealth Advisory Solutions, LLC
INCREASED35,76135,676+85+0%$864.4K$866.8K+$2.4K2026-10-20
XY Planning Network, Inc.
NEW35,199—+35,199——$853.2K—2026-10-14
MGO One Seven LLC
DECREASED35,14837,260-2,112-6%$902.8K$852.0K-$50.8K2026-10-28
Farther Finance Advisors, LLC
INCREASED35,08232,881+2,201+7%$796.7K$850.4K+$53.7K2026-10-08
Atwater Malick LLC
UNCHANGED35,04035,04000%$849.0K$849.4K+$3512026-10-15
Beacon Financial Planning, Inc
INCREASED34,78734,689+98+0%$840.5K$843.2K+$2.7K2026-11-04
Tlwm
DECREASED34,52034,765-245-1%$842.4K$836.8K-$5.6K2026-10-09
Duncker Streett & Co Inc
INCREASED34,27033,934+336+1%$822.2K$830.7K+$8.5K2026-10-27
Walser Wealth Management Company, A Ltd Liability Co
INCREASED34,20228,567+5,635+20%$692.2K$829.1K+$136.9K2026-10-15
Bullock Wealth Management Group
DECREASED33,96034,142-182-1%$824.9K$820.5K-$4.4K2026-10-09
Prosperity Planning, Inc.
DECREASED33,36133,867-506-1%$820.6K$808.7K-$11.9K2026-10-09
Schuylkill Financial LLC
INCREASED32,51832,181+337+1%$779.7K$788.2K+$8.5K2026-10-21
DecisionMap Wealth Management, LLC
UNCHANGED32,18332,18300%$779.8K$780.1K+$3222026-10-29
Strategic Blueprint, LLC
INCREASED31,76521,034+10,731+51%$509.7K$770.0K+$260.3K2026-10-22
First Interstate Bank
UNCHANGED30,94930,94900%$749.9K$750.2K+$3102026-10-23
River's Edge Wealth Management, LLC
INCREASED30,62830,519+109+0%$738.9K$741.2K+$2.3K2026-10-19
Adirondack Trust Co
DECREASED30,19931,810-1,611-5%$770.4K$731.7K-$38.7K2026-10-14
Patriot Investment Management Group, Inc.
UNCHANGED28,94928,94900%$701.4K$701.7K+$2892026-10-15
Avantax Planning Partners, Inc.
UNCHANGED27,24127,24100%$660.0K$660.3K+$2732026-11-03
Curbstone Financial Management Corp
DECREASED27,12429,874-2,750-9%$723.8K$657.5K-$66.4K2026-10-21
Diversify Wealth Management, LLC
DECREASED26,91932,786-5,867-18%$794.3K$651.3K-$143.0K2026-10-20
Diversify Advisory Services, LLC
DECREASED26,91932,786-5,867-18%$794.3K$651.3K-$143.0K2026-10-20
Signaturefd, LLC
DECREASED26,56237,352-10,790-29%$905.0K$643.9K-$261.2K2026-10-23
Barrett & Company, Inc.
DECREASED25,89830,891-4,993-16%$748.5K$627.8K-$120.7K2026-10-22
HUB Investment Partners, LLC
INCREASED25,74223,265+2,477+11%$563.7K$624.0K+$60.3K2026-11-03
Princeton Global Asset Management LLC
DECREASED25,14625,367-221-1%$614.6K$609.5K-$5.1K2026-10-21
Tableaux LLC
DECREASED25,08827,040-1,952-7%$655.2K$608.1K-$47.0K2026-10-23
Littlejohn Financial Services, Inc.
DECREASED24,25926,843-2,584-10%$650.4K$588.0K-$62.4K2026-11-06
Jacobi Capital Management LLC
DECREASED23,92824,082-154-1%$583.5K$580.0K-$3.5K2026-11-05
Spire Wealth Management
UNCHANGED23,60623,60600%$572.0K$572.2K+$2372026-10-30
Ellis Investment Partners, LLC
INCREASED23,48222,809+673+3%$552.7K$569.2K+$16.6K2026-10-21
Aspen Wealth Management LLC
INCREASED22,51620,355+2,161+11%$493.2K$545.8K+$52.6K2026-10-14
KPP Advisory Services LLC
INCREASED21,91517,115+4,800+28%$414.7K$531.2K+$116.5K2026-10-26
Clearstead Trust, LLC
INCREASED20,89818,156+2,742+15%$439.9K$506.6K+$66.6K2026-11-06
Provenance Wealth Advisors, LLC
DECREASED20,61022,722-2,112-9%$550.6K$499.6K-$51.0K2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED20,38028,589-8,209-29%$692.7K$494.0K-$198.7K2026-10-15
Lee Financial Co
UNCHANGED19,33019,33000%$468.4K$468.6K+$1942026-10-16
Gateway Investment Advisers LLC
NEW18,547—+18,547——$449.6K—2026-10-13
S.E.E.D. Planning Group LLC
DECREASED17,64418,666-1,022-5%$452.3K$427.7K-$24.6K2026-10-07
Robinson Smith Wealth Advisors LLC
UNCHANGED17,30217,30200%$419.2K$419.4K+$1732026-10-22
Ascentis Independent Advisors
NEW17,100—+17,100——$414.5K—2026-11-03
Autumn Glory Partners, LLC
DECREASED17,02627,639-10,613-38%$669.7K$412.7K-$257.0K2026-10-26
Maryland Capital Advisors Inc.
DECREASED16,87721,808-4,931-23%$528.4K$409.1K-$119.3K2026-10-15
Alliance Wealth Advisors, LLC
DECREASED16,60518,522-1,917-10%$448.8K$402.5K-$46.3K2026-10-28
KFG LLC
NEW16,580—+16,580——$401.9K—2026-11-02
Focus Financial Network, Inc.
NEW16,352—+16,352——$396.4K—2026-10-14
Summit Asset Management, LLC
DECREASED16,34719,367-3,020-16%$469.3K$396.3K-$73.0K2026-11-05
Brookstone Capital Management
DECREASED16,06632,187-16,121-50%$779.9K$389.4K-$390.5K2026-10-22
Wiregrass Investment Management LLC
UNCHANGED15,70015,70000%$380.4K$380.6K+$1572026-11-05
Axxcess Wealth Management, LLC
INCREASED15,4328,967+6,465+72%$217.3K$374.1K+$156.8K2026-10-21
Pine Haven Investment Counsel, Inc
UNCHANGED15,20015,20000%$368.3K$368.4K+$1522026-11-02
Walleye Partners, LLC
INCREASED15,12115,071+50+0%$365.2K$366.5K+$1.4K2026-10-13
Old Mission Investment Co LLC
UNCHANGED14,65714,65700%$355.1K$355.3K+$1472026-10-22
Koshinski Asset Management, Inc.
DECREASED14,15514,239-84-1%$345.0K$343.1K-$1.9K2026-10-29
Fifth Third Bancorp
DECREASED14,08520,082-5,997-30%$486.6K$341.4K-$145.2K2026-11-05
Financial Advisory Corp
DECREASED13,85914,253-394-3%$345.3K$336.0K-$9.4K2026-10-14
Yoder Wealth Management, Inc.
UNCHANGED13,85013,85000%$335.6K$335.7K+$1382026-10-13
Valley Forge Investment Consultants Inc ADV
UNCHANGED13,67213,67200%$331.3K$331.4K+$1362026-11-03
StoneX Group Inc.
NEW13,592—+13,592——$329.5K—2026-11-03
Stockman Wealth Management, Inc.
DECREASED13,38217,816-4,434-25%$431.7K$324.4K-$107.3K2026-10-27
Cornerstone Wealth Management, LLC
INCREASED13,30813,307+1+0%$322.4K$322.6K+$1522026-11-04
Aprio Wealth Management, LLC
INCREASED13,2059,525+3,680+39%$230.8K$320.1K+$89.3K2026-10-28
Cooper S Advisors, LLC
UNCHANGED12,70612,70600%$307.9K$308.0K+$1272026-11-03
Ferguson Johnson Wealth Management Inc
UNCHANGED12,59312,59300%$305.0K$305.3K+$2612026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED12,50012,50000%$302.9K$303.0K+$1252026-10-30
Focused Alpha, LLC
DECREASED12,34628,435-16,089-57%$689.0K$299.3K-$389.7K2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED12,31212,31200%$298.3K$298.4K+$1232026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED12,26312,26300%$297.1K$297.3K+$1232026-10-15
Level Four Advisory Services, LLC
INCREASED12,12612,120+6+0%$293.7K$293.9K+$2742026-11-06
Trust Co
DECREASED11,85912,153-294-2%$294.5K$287.5K-$7.0K2026-10-09
Csenge Advisory Group
INCREASED11,77911,718+61+1%$283.9K$285.5K+$1.6K2026-11-04
Krilogy Financial LLC
DECREASED11,67912,096-417-3%$293.1K$282.5K-$10.6K2026-10-13
Buttonwood Financial Advisors Inc.
UNCHANGED11,65811,65800%$282.5K$282.6K+$1172026-10-13
AMG National Trust Bank
UNCHANGED11,59811,59800%$281.0K$281.1K+$1172026-11-05
Meridian Wealth Management, LLC
DECREASED11,59511,952-357-3%$289.6K$281.1K-$8.5K2026-11-05
True Private Wealth Advisors
NEW11,503—+11,503——$278.9K—2026-10-19
Welch & Forbes LLC
NEW11,298—+11,298——$273.9K—2026-11-04
Asset One Wealth Management LLC
NEW11,291—+11,291——$273.7K—2026-11-02
Oppenheimer & Co Inc
INCREASED11,09610,798+298+3%$261.6K$269.0K+$7.3K2026-10-26
International Assets Investment Management, LLC
UNCHANGED10,92210,92200%$263.9K$263.9K$02026-11-02
Crusonia Wealth Advisors LLC
INCREASED10,78710,682+105+1%$258.8K$261.5K+$2.7K2026-10-26
Chicago Partners Investment Group LLC
INCREASED10,77910,674+105+1%$258.4K$261.1K+$2.6K2026-10-27
Greenspring Advisors, LLC
UNCHANGED10,75810,75800%$260.7K$260.8K+$1072026-11-05
BridgePort Financial Solutions, LLC
UNCHANGED10,74510,74500%$260.4K$260.5K+$1082026-11-02
Highland Financial Advisors, LLC
UNCHANGED10,57510,57500%$256.2K$256.3K+$1062026-10-19
Moors & Cabot, Inc.
DECREASED10,57410,719-145-1%$259.7K$256.3K-$3.4K2026-11-06
VestGen Advisors, LLC
INCREASED10,56510,506+59+1%$254.6K$256.1K+$1.5K2026-10-27
Savant Capital, LLC
INCREASED10,42610,239+187+2%$248.1K$252.7K+$4.6K2026-11-06
Meyer Handelman Co
DECREASED10,30911,864-1,555-13%$287.5K$249.9K-$37.6K2026-10-28
Ledyard National Bank
DECREASED10,30010,510-210-2%$254.7K$249.7K-$5.0K2026-10-21
Horizons Wealth Management
NEW10,295—+10,295——$249.6K—2026-10-05
Choreo, LLC
INCREASED10,1048,389+1,715+20%$203.3K$244.9K+$41.6K2026-10-28
Mlp3, LLC
INCREASED9,9389,927+11+0%$240.5K$240.9K+$3502026-10-22
Baker Tilly Wealth Management, LLC
UNCHANGED9,7609,76000%$236.5K$236.6K+$972026-10-05
Trinity Wealth Management, LLC
UNCHANGED9,7089,70800%$235.2K$235.3K+$972026-10-13
Trust Point Inc.
DECREASED9,53221,443-11,911-56%$519.6K$231.1K-$288.5K2026-10-27
Cypress Wealth Services, LLC
UNCHANGED9,3999,39900%$227.7K$227.3K-$4702026-10-21
Prime Capital Investment Advisors, LLC
DECREASED9,31812,739-3,421-27%$308.7K$225.9K-$82.8K2026-10-20
Certior Financial Group, LLC
UNCHANGED9,3109,31000%$225.6K$225.7K+$932026-10-19
Fortune Financial Group, Inc.
DECREASED9,10812,468-3,360-27%$302.1K$220.8K-$81.3K2026-10-22
Calamos Wealth Management LLC
UNCHANGED9,0609,06000%$219.5K$219.6K+$902026-11-02
Summit Place Financial Advisors, LLC
UNCHANGED9,0009,00000%$218.1K$218.2K+$902026-10-23
Indivisible Partners
NEW8,823—+8,823——$213.9K—2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED8,73116,245-7,514-46%$393.6K$211.6K-$182.0K2026-10-08
Journey Advisory Group, LLC
UNCHANGED8,6648,66400%$209.9K$210.0K+$862026-11-04
Klingman & Associates, LLC
DECREASED8,61018,406-9,796-53%$446.0K$208.7K-$237.3K2026-10-20
MinichMacGregor Wealth Management, LLC
UNCHANGED8,5908,59000%$208.1K$208.2K+$862026-10-14
Caliber Wealth Management, LLC / KS
INCREASED8,4818,465+16+0%$205.1K$205.6K+$4932026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED8,3248,554-230-3%$207.3K$201.8K-$5.5K2026-10-15
Asset Dedication, LLC
DECREASED7,5147,535-210%$182.6K$182.1K-$4292026-11-03
Next Level Wealth Planning, LLC
NEW6,615—+6,615——$160.3K—2026-10-29
Coastline Trust Co
DECREASED5,9976,371-374-6%$154.4K$145.4K-$9.0K2026-10-01
TD Waterhouse Canada Inc.
DECREASED5,0155,791-776-13%$139.9K$121.2K-$18.7K2026-10-16
Clearstead Advisors, LLC
NEW4,965—+4,965——$120.4K—2026-11-06
Phillip James Consulting Co.
NEW4,150—+4,150——$100.6K—2026-11-03
Tompkins Financial Corp
UNCHANGED4,1264,12600%$100.0K$100.0K+$412026-10-05
Private Trust Co NA
DECREASED3,9075,010-1,103-22%$121.4K$94.7K-$26.7K2026-10-20
Align Financial, LLC
UNCHANGED3,6463,64600%$88.3K$88.4K+$362026-10-16
Addison Advisors LLC
DECREASED3,4503,715-265-7%$90.0K$83.6K-$6.4K2026-11-06
Bank of New Hampshire
UNCHANGED3,0003,00000%$72.7K$72.7K+$302026-10-06
United Community Bank
DECREASED2,6153,237-622-19%$78.4K$63.4K-$15.0K2026-10-28
Valley National Advisers Inc
UNCHANGED2,5832,58300%$62.6K$62.6K+$252026-10-23
AlphaCore Capital LLC
UNCHANGED2,5002,50000%$60.6K$60.6K+$252026-11-04
Burkett Financial Services, LLC
INCREASED2,4072,383+24+1%$57.8K$58.3K+$5962026-10-01
Bokf, NA
NEW2,400—+2,400——$58.2K—2026-10-27
Physician Wealth Advisors, Inc.
DECREASED2,3753,820-1,445-38%$92.6K$57.6K-$35.0K2026-10-20
Sarver Vrooman Wealth Advisors
DECREASED2,1943,038-844-28%$73.4K$53.2K-$20.3K2026-10-01
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,0002,00000%$48.5K$48.5K+$202026-10-23
MTM Investment Management, LLC
UNCHANGED2,0002,00000%$48.5K$48.5K+$202026-10-30
Peck Wealth Management, LLC
UNCHANGED2,0002,00000%$48.5K$48.5K+$202026-10-29
Armstrong Advisory Group, Inc
UNCHANGED1,6701,67000%$40.5K$40.5K+$162026-10-09
NBH Bank
DECREASED1,5713,515-1,944-55%$85.2K$38.1K-$47.1K2026-11-05
Robbins Farley
DECREASED1,4051,612-207-13%$39.1K$34.1K-$5.0K2026-10-21
Legacy Bridge, LLC
UNCHANGED1,3921,39200%$33.7K$33.7K+$142026-10-28
Pinnacle Bancorp, Inc.
DECREASED1,2853,425-2,140-62%$83.0K$31.1K-$51.8K2026-10-21
Hyposwiss Advisors SA
UNCHANGED1,0351,03500%$25.1K$25.1K+$102026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED1,0341,03400%$25.1K$25.1K+$102026-11-03
Assetmark, Inc
DECREASED8761,180-304-26%$28.6K$21.2K-$7.4K2026-10-21
Blue Trust, Inc.
INCREASED801793+8+1%$19.2K$19.4K+$1982026-10-15
Kennebec Savings Bank
UNCHANGED66566500%$16.1K$16.1K+$72026-10-22
Buck Wealth Strategies, LLC
UNCHANGED43943900%$10.6K$10.6K+$52026-10-28
IMG Wealth Management, Inc.
NEW219—+219——$5.3K—2026-10-27
Evolution Wealth Management Inc.
UNCHANGED13513500%$3.3K$3.3K+$12026-10-28
Hoey Investments, Inc
UNCHANGED12012000%$2.9K$2.9K+$12026-10-29
Financial Consulate, Inc
NEW1—+1——$25—2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED0341,342-341,342-100%$8.3M$0-$8.3M2026-10-14
Quantum Financial Advisors, LLC
CLOSED0185,634-185,634-100%$4.5M$0-$4.5M2026-11-03
Ironwood Financial, llc
CLOSED0178,257-178,257-100%$4.3M$0-$4.3M2026-10-20
Evergreen Private Wealth LLC
CLOSED0155,968-155,968-100%$3.8M$0-$3.8M2026-10-30
Beaumont Asset Management, L.L.C.
CLOSED0104,541-104,541-100%$2.5M$0-$2.5M2026-10-16
Hurley Capital, LLC
CLOSED051,670-51,670-100%$1.3M$0-$1.3M2026-11-05
Beaumont Financial Advisors, LLC
CLOSED048,411-48,411-100%$1.2M$0-$1.2M2026-10-22
CGN Advisors LLC
CLOSED039,457-39,457-100%$956.0K$0-$956.0K2026-10-21
Weaver Consulting Group
CLOSED034,389-34,389-100%$833.2K$0-$833.2K2026-10-07
OFS Enterprise LLC
CLOSED031,107-31,107-100%$753.7K$0-$753.7K2026-10-16
LifePlan Financial, LLC
CLOSED026,839-26,839-100%$650.3K$0-$650.3K2026-10-13
Schmidt P J Investment Management Inc
CLOSED014,568-14,568-100%$353.0K$0-$353.0K2026-11-02
Wellington Shields & Co., LLC
CLOSED013,779-13,779-100%$333.9K$0-$333.9K2026-11-03
Alterna Wealth Management, Inc
CLOSED012,041-12,041-100%$291.8K$0-$291.8K2026-10-27
PFG Private Wealth Management, LLC
CLOSED011,584-11,584-100%$280.7K$0-$280.7K2026-10-15
Midland Wealth Advisors, LLC
CLOSED011,029-11,029-100%$267.2K$0-$267.2K2026-10-26
Eagle Strategies LLC
CLOSED010,789-10,789-100%$261.4K$0-$261.4K2026-10-16
Mattern Capital Management, LLC
CLOSED010,495-10,495-100%$254.3K$0-$254.3K2026-11-02
Newman Dignan & Sheerar, Inc.
CLOSED09,994-9,994-100%$242.2K$0-$242.2K2026-10-21
Novem Group
CLOSED09,570-9,570-100%$231.9K$0-$231.9K2026-10-19
One Plus One Wealth Management, LLC
CLOSED09,121-9,121-100%$221.0K$0-$221.0K2026-10-16
Wilmington Savings Fund Society, FSB
CLOSED03,000-3,000-100%$72.7K$0-$72.7K2026-10-23
Capital Investment Advisory Services, LLC
CLOSED02,072-2,072-100%$50.2K$0-$50.2K2026-10-30
Fairway Wealth LLC
CLOSED01,155-1,155-100%$28.0K$0-$28.0K2026-10-30
Citigroup Inc
CLOSED05-5-100%$121$0-$1212026-11-04
Bank of America Corp
N/A—9,829,831-9,829,831-100%$238.2M———
Mercer Global Advisors Inc
N/A—4,313,634-4,313,634-100%$104.5M———
HM Payson & Co
N/A—4,186,318-4,186,318-100%$101.4M———
Morgan Stanley
N/A—3,576,118-3,576,118-100%$86.6M———
Raymond James Financial Inc
N/A—2,484,975-2,484,975-100%$60.2M———
Sound View Wealth Advisors Group, LLC
N/A—1,472,485-1,472,485-100%$35.7M———
Captrust Financial Advisors
N/A—1,415,924-1,415,924-100%$34.3M———
Royal Bank of Canada
N/A—1,305,406-1,305,406-100%$31.6M———
HighTower Advisors, LLC
N/A—1,276,117-1,276,117-100%$30.9M———
Stratos Wealth Partners, Ltd.
N/A—1,175,452-1,175,452-100%$28.5M———
NewEdge Advisors, LLC
N/A—1,136,875-1,136,875-100%$27.5M———
Focus Partners Wealth
N/A—1,093,602-1,093,602-100%$26.5M———
Ameriprise Financial Inc
N/A—1,068,172-1,068,172-100%$25.9M———
Mariner, LLC
N/A—1,007,776-1,007,776-100%$24.4M———
Northwestern Mutual Wealth Management Co
N/A—935,865-935,865-100%$22.7M———
Benjamin Edwards Inc
N/A—838,929-838,929-100%$20.3M———
Wells Fargo & Company
N/A—837,009-837,009-100%$20.3M———
Spinnaker Trust
N/A—661,842-661,842-100%$16.0M———
Sanctuary Advisors, LLC
N/A—652,971-652,971-100%$15.8M———
EP Wealth Advisors, LLC
N/A—591,531-591,531-100%$14.3M———
Beacon Pointe Advisors, LLC
N/A—574,362-574,362-100%$13.9M———
Northstar Group, Inc.
N/A—550,123-550,123-100%$13.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—480,366-480,366-100%$11.6M———
Cetera Investment Advisers
N/A—471,188-471,188-100%$11.4M———
Wick Capital Partners, LLC
N/A—457,123-457,123-100%$11.1M———
Global Retirement Partners, LLC
N/A—443,156-443,156-100%$10.7M———
United Capital Financial Advisors, LLC
N/A—441,512-441,512-100%$10.7M———
Envestnet Asset Management Inc
N/A—421,595-421,595-100%$10.2M———
Atomic Invest LLC
N/A—402,037-402,037-100%$9.7M———
Janney Montgomery Scott LLC
N/A—399,319-399,319-100%$9.7M———
Composition Wealth, LLC
N/A—392,395-392,395-100%$9.5M———
Stifel Financial Corp
N/A—392,070-392,070-100%$9.5M———
Jane Street Group, LLC
N/A—391,318-391,318-100%$9.5M———
Leavell Investment Management, Inc.
N/A—351,386-351,386-100%$8.5M———
Osaic Holdings, Inc.
N/A—350,589-350,589-100%$8.5M———
Citadel Advisors LLC
N/A—334,081-334,081-100%$8.1M———
Madden Advisory Services, Inc.
N/A—325,410-325,410-100%$7.9M———
Peloton Wealth Strategists
N/A—296,140-296,140-100%$7.2M———
OneDigital Investment Advisors LLC
N/A—289,388-289,388-100%$7.0M———
JPMorgan Chase & Co
N/A—237,318-237,318-100%$5.8M———
Jones Financial Companies Lllp
N/A—233,838-233,838-100%$5.7M———
Snowden Capital Advisors LLC
N/A—232,437-232,437-100%$5.6M———
Lbmc Investment Advisors, LLC
N/A—222,321-222,321-100%$5.4M———
Houlihan Financial Resource Group, Ltd.
N/A—222,124-222,124-100%$5.4M———
Crews Bank & Trust
N/A—211,905-211,905-100%$5.1M———
Heartland Bank & Trust Co
N/A—211,676-211,676-100%$5.1M———
Winthrop Partners - WNY, LLC
N/A—205,075-205,075-100%$5.0M———
Susquehanna International Group, LLP
N/A—188,573-188,573-100%$4.6M———
Hancock Whitney Corp
N/A—181,703-181,703-100%$4.4M———
Private Advisor Group, LLC
N/A—172,000-172,000-100%$4.2M———
Equitable Holdings, Inc.
N/A—155,842-155,842-100%$3.8M———
Syon Capital LLC
N/A—150,764-150,764-100%$3.7M———
Stonebrook Private Inc.
N/A—138,259-138,259-100%$3.4M———
First Manhattan Co. Llc.
N/A—123,997-123,997-100%$3.0M———
Covington Investment Advisors Inc.
N/A—121,569-121,569-100%$2.9M———
TFR Capital, Llc.
N/A—121,501-121,501-100%$2.9M———
Mosaic Family Wealth Partners, LLC
N/A—120,095-120,095-100%$2.9M———
Smith, Moore & Co.
N/A—111,433-111,433-100%$2.7M———
Atlantic Union Bankshares Corp
N/A—109,710-109,710-100%$2.7M———
Round Rock Advisors LLC
N/A—109,212-109,212-100%$2.6M———
MML Investors Services, LLC
N/A—101,871-101,871-100%$2.5M———
Modern Wealth Management, LLC
N/A—101,525-101,525-100%$2.5M———
TFO Wealth Partners, LLC
N/A—100,604-100,604-100%$2.4M———
Crestmont Private Wealth LLC
N/A—100,355-100,355-100%$2.4M———
Kintra Wealth, LLC
N/A—99,472-99,472-100%$2.4M———
Fortis Capital Management LLC
N/A—97,024-97,024-100%$2.4M———
Coldstream Capital Management Inc
N/A—91,054-91,054-100%$2.2M———
Godshalk Welsh Capital Management, Inc.
N/A—90,125-90,125-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—88,213-88,213-100%$2.1M———
Old Mission Capital LLC
N/A—79,272-79,272-100%$1.9M———
IFG Advisory, LLC
N/A—79,012-79,012-100%$1.9M———
Cary Street Partners Financial LLC
N/A—73,598-73,598-100%$1.8M———
Wrapmanager Inc
N/A—72,995-72,995-100%$1.8M———
MidFirst Bank
N/A—68,669-68,669-100%$1.7M———
Harbor Advisory Corp
N/A—67,891-67,891-100%$1.6M———
Hills Bank & Trust Co
N/A—64,544-64,544-100%$1.6M———
Fiduciary Financial Advisors
N/A—63,498-63,498-100%$1.5M———
AlTi Global, Inc.
N/A—63,400-63,400-100%$1.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—60,718-60,718-100%$1.5M———
Farmers National Bank
N/A—57,897-57,897-100%$1.4M———
Reliant Wealth Planning
N/A—55,008-55,008-100%$1.3M———
Cerity Partners LLC
N/A—54,029-54,029-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—53,245-53,245-100%$1.3M———
Element Wealth, LLC
N/A—52,828-52,828-100%$1.3M———
Northwest Bancshares, Inc.
N/A—52,744-52,744-100%$1.3M———
Seneca House Advisors
N/A—51,022-51,022-100%$1.2M———
GTS Securities LLC
N/A—48,096-48,096-100%$1.2M———
PSI Advisors, LLC
N/A—45,801-45,801-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—44,799-44,799-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—43,509-43,509-100%$1.1M———
Timber Creek Capital Management LLC
N/A—42,657-42,657-100%$1.0M———
Kastel Capital Advisors, LLC
N/A—41,700-41,700-100%$1.0M———
Black Swift Group, LLC
N/A—41,085-41,085-100%$995.5K———
Summit Wealth Group, LLC
N/A—40,083-40,083-100%$971.2K———
HRT Financial LP
N/A—39,795-39,795-100%$964.0K———
AssuredPartners Investment Advisors, LLC
N/A—37,172-37,172-100%$900.7K———
FourThought Financial Partners, LLC
N/A—36,803-36,803-100%$891.7K———
Granite Harbor Advisors, Inc.
N/A—35,574-35,574-100%$862.0K———
Belpointe Asset Management LLC
N/A—34,912-34,912-100%$845.9K———
Ranch Capital Advisors Inc.
N/A—33,379-33,379-100%$808.8K———
Pure Financial Advisors, LLC
N/A—32,225-32,225-100%$780.8K———
Vident Advisory, LLC
N/A—31,072-31,072-100%$752.9K———
Dearborn Partners LLC
N/A—30,719-30,719-100%$744.3K———
Rockefeller Capital Management L.P.
N/A—30,638-30,638-100%$742.4K———
Baird Financial Group, Inc.
N/A—30,629-30,629-100%$742.1K———
Roble, Belko & Company, Inc
N/A—30,293-30,293-100%$734.0K———
Advisory Services Network, LLC
N/A—29,990-29,990-100%$726.7K———
Foundations Investment Advisors, LLC
N/A—29,528-29,528-100%$715.5K———
Summit Wealth Partners, LLC
N/A—27,174-27,174-100%$658.4K———
Shufro Rose & Co LLC
N/A—25,628-25,628-100%$621.0K———
Stokes Family Office, LLC
N/A—24,763-24,763-100%$600.0K———
Gilbert & Cook, Inc.
N/A—24,313-24,313-100%$589.1K———
Freestone Capital Holdings, LLC
N/A—23,317-23,317-100%$565.0K———
Waverly Advisors, LLC
N/A—22,677-22,677-100%$549.5K———
American Trust
N/A—22,590-22,590-100%$547.4K———
Neuberger Berman Group LLC
N/A—22,205-22,205-100%$538.0K———
Kingsview Wealth Management, LLC
N/A—20,962-20,962-100%$507.9K———
Silicon Valley Capital Partners
N/A—20,218-20,218-100%$489.9K———
Aptus Capital Advisors, LLC
N/A—19,347-19,347-100%$468.8K———
Rothschild Wealth LLC
N/A—18,957-18,957-100%$459.3K———
Principal Securities, Inc.
N/A—18,241-18,241-100%$442.0K———
Mutual Advisors, LLC
N/A—16,651-16,651-100%$403.5K———
Van Hulzen Asset Management, LLC
N/A—16,346-16,346-100%$396.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—16,220-16,220-100%$393.0K———
Summit Financial, LLC
N/A—15,195-15,195-100%$368.2K———
Empirical Asset Management, LLC
N/A—15,130-15,130-100%$366.6K———
Ancora Advisors LLCA
N/A—14,663-14,663-100%$355.3K———
Wealthspire Advisors, LLC
N/A—14,305-14,305-100%$346.6K———
Dorsey & Whitney Trust Co LLC
N/A—14,000-14,000-100%$339.2K———
Riverstone Advisors, LLC
N/A—13,832-13,832-100%$335.2K———
American Money Management, LLC
N/A—13,725-13,725-100%$332.6K———
World Investment Advisors
N/A—13,311-13,311-100%$322.6K———
Cloud Capital Management, LLC
N/A—12,978-12,978-100%$314.0K———
CIBC Bancorp USA Inc.
N/A—12,954-12,954-100%$313.9K———
Lifeworks Advisors, LLC
N/A—12,789-12,789-100%$309.9K———
Eldridge Investment Advisors, Inc.
N/A—12,647-12,647-100%$306.4K———
Harbour Investments, Inc.
N/A—11,725-11,725-100%$284.1K———
Bulltick Wealth Management, LLC
N/A—11,655-11,655-100%$282.4K———
Seeds Investor LLC
N/A—10,876-10,876-100%$263.5K———
Star Financial Bank
N/A—10,847-10,847-100%$262.8K———
Cornerstone Financial Group, LLC
N/A—10,400-10,400-100%$252.0K———
Summitry LLC
N/A—10,373-10,373-100%$251.3K———
SageView Advisory Group, LLC
N/A—9,638-9,638-100%$233.5K———
OneAscent Financial Services LLC
N/A—9,449-9,449-100%$228.9K———
Goldman Sachs Group Inc
N/A—9,423-9,423-100%$228.3K———
Two Sigma Securities, LLC
N/A—9,351-9,351-100%$226.6K———
BNP Paribas Financial Markets
N/A—9,185-9,185-100%$222.6K———
Davis R M Inc
N/A—8,833-8,833-100%$214.0K———
Alesco Advisors, LLC, An ESL Co
N/A—8,325-8,325-100%$201.7K———
RWA Wealth Partners, LLC
N/A—8,277-8,277-100%$200.6K———
Bogart Wealth, LLC
N/A—8,022-8,022-100%$194.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,343-7,343-100%$177.9K———
FMR LLC
N/A—6,689-6,689-100%$162.1K———
AE Wealth Management LLC
N/A—6,050-6,050-100%$146.6K———
Bank of Montreal
N/A—4,697-4,697-100%$113.8K———
CNB Bank
N/A—3,857-3,857-100%$93.5K———
HHM Wealth Advisors, LLC
N/A—3,775-3,775-100%$91.5K———
Tower Research Capital LLC (TRC)
N/A—3,747-3,747-100%$90.8K———
Black Cypress Capital Management, LLC
N/A—3,500-3,500-100%$84.8K———
Truvestments Capital LLC
N/A—3,324-3,324-100%$80.5K———
Orion Capital Management LLC
N/A—3,300-3,300-100%$80.0K———
Napier Financial, LLC
N/A—2,843-2,843-100%$68.9K———
CVA Family Office, LLC
N/A—2,520-2,520-100%$61.1K———
Prosperity Bancshares Inc
N/A—2,000-2,000-100%$48.5K———
Anchor Bay Capital, Inc.
N/A—1,261-1,261-100%$30.5K———
JDM Financial Group LLC
N/A—1,248-1,248-100%$30.2K———
Morris Financial Concepts, Inc.
N/A—1,066-1,066-100%$25.8K———
Geneos Wealth Management Inc.
N/A—823-823-100%$19.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—819-819-100%$19.8K———
Colonial Trust Co / SC
N/A—800-800-100%$19.4K———
Vanguard Advisers Inc
N/A—713-713-100%$17.3K———
Federation des caisses Desjardins du Quebec
N/A—511-511-100%$12.4K———
Capital Analysts, LLC
N/A—485-485-100%$12———
Ogorek Anthony Joseph
N/A—457-457-100%$11.0K———
Logan Capital Management Inc
N/A—283-283-100%$6.9K———
SHP Wealth Management
N/A—275-275-100%$6.7K———
National Bank of Canada
N/A—166-166-100%$4.0K———
BlackRock, Inc.
N/A—158-158-100%$3.8K———
Huntington National Bank
N/A—1-1-100%$24———
Boreal Capital Management LLC
N/A—00—$63.0K———
Showing 477 of 477 institutions