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Ishares Ibonds DEC 2028 ETF (IBDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares4,450,987 from 4,224,505
Change+226,482 (+5%)
Value$111.1M (+$4.4M)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares3,993,216 from 3,890,204
Change+103,012 (+3%)
Value$99.7M (+$1.4M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares3,274,208 from 2,896,388
Change+377,820 (+13%)
Value$81.7M (+$8.6M)
Filed 2026-11-06
Howland Capital Management LLC
INCREASED
Shares1,518,136 from 1,309,506
Change+208,630 (+16%)
Value$37.9M (+$4.8M)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares1,470,519 from 1,453,743
Change+16,776 (+1%)
Value$36.7M (-$2.9K)
Filed 2026-10-29
Gratus Wealth Advisors, LLC
DECREASED
Shares1,409,397 from 1,410,511
Change-1,114 (0%)
Value$35.2M (-$436.9K)
Filed 2026-10-26
Kathmere Capital Management, LLC
DECREASED
Shares1,365,214 from 1,388,753
Change-23,539 (-2%)
Value$34.1M (-$990.3K)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares1,352,078 from 1,336,901
Change+15,177 (+1%)
Value$33.7M (-$8.9K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares1,343,195 from 1,294,887
Change+48,308 (+4%)
Value$33.5M (+$830.2K)
Filed 2026-10-20
RVW Wealth, LLC
DECREASED
Shares1,195,531 from 1,206,680
Change-11,149 (-1%)
Value$29.8M (-$628.2K)
Filed 2026-10-06
Kestra Advisory Services, LLC
INCREASED
Shares1,113,834 from 1,000,332
Change+113,502 (+11%)
Value$27.8M (+$2.5M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares1,088,379 from 1,073,212
Change+15,167 (+1%)
Value$27.2M (+$67.4K)
Filed 2026-11-02
Tabr Capital Management, LLC
INCREASED
Shares977,456 from 946,636
Change+30,820 (+3%)
Value$24.4M (+$494.7K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares942,653 from 939,140
Change+3,513 (+0%)
Value$23.5M (-$184.7K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares855,923 from 771,072
Change+84,851 (+11%)
Value$21.4M (+$1.9M)
Filed 2026-11-05
MV Capital Management, Inc.
INCREASED
Shares818,705 from 803,638
Change+15,067 (+2%)
Value$20.4M (+$143.0K)
Filed 2026-10-29
Summit Asset Management, LLC
INCREASED
Shares761,236 from 753,549
Change+7,687 (+1%)
Value$19.0M (-$26.7K)
Filed 2026-11-05
Rebalance, LLC
INCREASED
Shares690,030 from 682,885
Change+7,145 (+1%)
Value$17.2M (-$19.7K)
Filed 2026-10-22
Glenview Trust Co
INCREASED
Shares608,844 from 576,746
Change+32,098 (+6%)
Value$15.2M (+$633.9K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares600,820 from 583,112
Change+17,708 (+3%)
Value$15.0M (+$272.9K)
Filed 2026-11-05
Arrow Financial Corp
DECREASED
Shares588,817 from 591,506
Change-2,689 (0%)
Value$14.7M (-$238.7K)
Filed 2026-10-26
Lyell Wealth Management, LP
INCREASED
Shares558,377 from 529,578
Change+28,799 (+5%)
Value$13.9M (+$565.2K)
Filed 2026-10-30
Windsor Capital Management, LLC
INCREASED
Shares550,625 from 516,289
Change+34,336 (+7%)
Value$13.7M (+$707.3K)
Filed 2026-10-13
Strid Group, LLC
INCREASED
Shares546,552 from 533,967
Change+12,585 (+2%)
Value$13.6M (+$159.3K)
Filed 2026-10-28
First National Trust Co
INCREASED
Shares526,096 from 507,886
Change+18,210 (+4%)
Value$13.1M (+$307.2K)
Filed 2026-10-28
Cornerstone Planning, LLC
INCREASED
Shares517,690 from 512,899
Change+4,791 (+1%)
Value$13.0M (+$82.4K)
Filed 2026-10-27
Novem Group
DECREASED
Shares503,223 from 563,458
Change-60,235 (-11%)
Value$12.6M (-$1.7M)
Filed 2026-10-19
Cowa, LLC
INCREASED
Shares498,182 from 94,287
Change+403,895 (+428%)
Value$12.4M (+$10.1M)
Filed 2026-10-30
Ironwood Financial, llc
INCREASED
Shares475,888 from 400,157
Change+75,731 (+19%)
Value$11.9M (+$1.8M)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares464,658 from 653,571
Change-188,913 (-29%)
Value$11.6M (-$4.9M)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares402,046 from 374,417
Change+27,629 (+7%)
Value$10.0M (+$581.0K)
Filed 2026-10-15
First International Bank of Israel Ltd.
UNCHANGED
Shares402,000 from 402,000
Change0 (0%)
Value$10.0M (-$116.6K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares393,182 from 390,112
Change+3,070 (+1%)
Value$9.9M (+$77.5K)
Filed 2026-11-06
InvesTrust
INCREASED
Shares387,435 from 332,478
Change+54,957 (+17%)
Value$9.7M (+$1.3M)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares378,124 from 339,434
Change+38,690 (+11%)
Value$9.4M (+$867.3K)
Filed 2026-11-03
Arcadia Investment Advisors LLC
INCREASED
Shares375,506 from 370,192
Change+5,314 (+1%)
Value$9.4M (+$25.3K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares352,521 from 327,611
Change+24,910 (+8%)
Value$8.8M (+$526.8K)
Filed 2026-11-06
PFG Private Wealth Management, LLC
INCREASED
Shares317,122 from 305,532
Change+11,590 (+4%)
Value$7.9M (+$200.7K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares304,558 from 303,282
Change+1,276 (+0%)
Value$7.6M (-$56.1K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares297,866 from 222,717
Change+75,149 (+34%)
Value$7.4M (+$1.8M)
Filed 2026-10-14
Sonata Capital Group Inc
INCREASED
Shares296,578 from 261,971
Change+34,607 (+13%)
Value$7.4M (+$787.8K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares290,348 from 271,687
Change+18,661 (+7%)
Value$7.2M (+$387.0K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares288,345 from 263,379
Change+24,966 (+9%)
Value$7.2M (+$546.8K)
Filed 2026-10-23
Praetorian Wealth Management, Inc.
INCREASED
Shares285,699 from 275,923
Change+9,776 (+4%)
Value$7.1M (+$164.0K)
Filed 2026-10-16
Guidance Point Advisors, LLC
INCREASED
Shares278,785 from 266,941
Change+11,844 (+4%)
Value$7.0M (+$218.3K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
INCREASED
Shares268,814 from 260,871
Change+7,943 (+3%)
Value$6.7M (+$122.6K)
Filed 2026-10-26
MinichMacGregor Wealth Management, LLC
INCREASED
Shares261,311 from 252,775
Change+8,536 (+3%)
Value$6.5M (+$139.7K)
Filed 2026-10-14
Hamel Associates, Inc.
DECREASED
Shares260,087 from 262,251
Change-2,164 (-1%)
Value$6.5M (-$130.1K)
Filed 2026-11-06
Virginia Wealth Management Group, Inc.
INCREASED
Shares257,513 from 249,890
Change+7,623 (+3%)
Value$6.4M (+$117.8K)
Filed 2026-10-14
Beaumont Asset Management, L.L.C.
NEW
Shares254,608
Change+254,608
Value$6.4M
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares253,812 from 244,338
Change+9,474 (+4%)
Value$6.3M (+$165.6K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares248,891 from 240,359
Change+8,532 (+4%)
Value$6.2K (-$6.1M)
Filed 2026-11-02
Great Diamond Partners, LLC
INCREASED
Shares247,275 from 161,987
Change+85,288 (+53%)
Value$6.2M (+$2.1M)
Filed 2026-10-13
Droms Strauss Advisors Inc
INCREASED
Shares232,660 from 227,284
Change+5,376 (+2%)
Value$5.8M (+$68.3K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares229,986 from 237,065
Change-7,079 (-3%)
Value$5.7M (-$245.4K)
Filed 2026-10-15
Apex Wealth Management, LLC
NEW
Shares225,233
Change+225,233
Value$5.6M
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares221,401 from 163,519
Change+57,882 (+35%)
Value$5.5M (+$1.4M)
Filed 2026-10-21
4Thought Financial Group Inc.
INCREASED
Shares215,417 from 215,180
Change+237 (+0%)
Value$5.4M (-$56.5K)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares210,802
Change+210,802
Value$5.3M
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares209,554 from 160,511
Change+49,043 (+31%)
Value$5.2M (+$1.2M)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares206,787 from 154,727
Change+52,060 (+34%)
Value$5.2M (+$1.2M)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares205,970 from 190,785
Change+15,185 (+8%)
Value$5.1M (+$323.7K)
Filed 2026-11-05
Sightline Wealth Advisors, LLC
INCREASED
Shares205,789 from 147,599
Change+58,190 (+39%)
Value$5.1M (+$1.4M)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares203,634 from 179,022
Change+24,612 (+14%)
Value$5.1M (+$562.4K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares199,904 from 190,309
Change+9,595 (+5%)
Value$5.0M (+$184.3K)
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares198,736 from 207,145
Change-8,409 (-4%)
Value$5.0M (-$271.9K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares198,697 from 184,119
Change+14,578 (+8%)
Value$5.0M (+$308.5K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares193,012 from 157,958
Change+35,054 (+22%)
Value$4.8M (+$829.1K)
Filed 2026-10-27
10Elms LLP
DECREASED
Shares191,987 from 195,400
Change-3,413 (-2%)
Value$4.8M (-$141.9K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares190,415 from 101,833
Change+88,582 (+87%)
Value$4.8M (+$2.2M)
Filed 2026-11-06
Twin Cities Retirement Group LLC
INCREASED
Shares189,995 from 188,280
Change+1,715 (+1%)
Value$4.7M (-$11.8K)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares189,278
Change+189,278
Value$4.7M
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
INCREASED
Shares188,208 from 166,941
Change+21,267 (+13%)
Value$4.7M (+$482.4K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares187,280 from 186,556
Change+724 (+0%)
Value$4.7M (-$2.4K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
INCREASED
Shares185,311 from 181,149
Change+4,162 (+2%)
Value$4.6M (+$51.3K)
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares179,347 from 113,937
Change+65,410 (+57%)
Value$4.5M (+$1.6M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares173,746 from 139,098
Change+34,648 (+25%)
Value$4.3M (+$815.0K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares166,462 from 182,120
Change-15,658 (-9%)
Value$4.2M (-$443.6K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares155,442 from 160,134
Change-4,692 (-3%)
Value$3.9M (-$163.6K)
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares155,407 from 135,015
Change+20,392 (+15%)
Value$3.9M (+$469.8K)
Filed 2026-10-30
Evergreen Private Wealth LLC
INCREASED
Shares154,741 from 149,858
Change+4,883 (+3%)
Value$3.9M (+$78.4K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares151,439 from 135,815
Change+15,624 (+12%)
Value$3.8M (+$350.6K)
Filed 2026-11-05
Cabot Wealth Management Inc
DECREASED
Shares146,734 from 170,474
Change-23,740 (-14%)
Value$3.7M (-$642.0K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares134,574 from 122,422
Change+12,152 (+10%)
Value$3.4M (+$267.8K)
Filed 2026-10-13
Adirondack Trust Co
INCREASED
Shares133,103 from 123,112
Change+9,991 (+8%)
Value$3.3M (+$212.3K)
Filed 2026-10-14
Matthew Goff Investment Advisor, LLC
DECREASED
Shares132,792 from 133,514
Change-722 (-1%)
Value$3.3M (-$56.7K)
Filed 2026-10-13
Kesler, Norman & Wride, LLC
INCREASED
Shares129,907 from 129,186
Change+721 (+1%)
Value$3.2M (-$19.5K)
Filed 2026-11-06
Littlejohn Financial Services, Inc.
INCREASED
Shares127,333 from 127,084
Change+249 (+0%)
Value$3.2M (-$30.6K)
Filed 2026-11-06
Associated Banc-Corp
INCREASED
Shares118,879 from 117,988
Change+891 (+1%)
Value$3.0M (-$12.0K)
Filed 2026-10-30
Breachway Investments LLC
DECREASED
Shares117,792 from 119,341
Change-1,549 (-1%)
Value$2.9M (-$73.3K)
Filed 2026-10-19
LifePlan Financial, LLC
INCREASED
Shares117,247 from 114,917
Change+2,330 (+2%)
Value$2.9M (+$22.5K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares114,863 from 114,771
Change+92 (+0%)
Value$2.9M (-$31.0K)
Filed 2026-10-07
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares110,150 from 94,511
Change+15,639 (+17%)
Value$2.7M (+$362.9K)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares109,882 from 101,657
Change+8,225 (+8%)
Value$2.7M (+$175.8K)
Filed 2026-10-13
Marathon Mission, Inc.
INCREASED
Shares108,014 from 105,504
Change+2,510 (+2%)
Value$2.7M (+$32.1K)
Filed 2026-10-01
Weaver Consulting Group
INCREASED
Shares107,810 from 68,125
Change+39,685 (+58%)
Value$2.7M (+$970.8K)
Filed 2026-10-07
Resonant Capital Advisors, LLC
DECREASED
Shares105,861 from 106,267
Change-406 (0%)
Value$2.6M (-$41.0K)
Filed 2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares104,433 from 103,611
Change+822 (+1%)
Value$2.6M (-$9.5K)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares96,140 from 89,480
Change+6,660 (+7%)
Value$2.4M (+$140.3K)
Filed 2026-10-26
Arcataur Capital Management LLC
INCREASED
Shares95,440 from 93,655
Change+1,785 (+2%)
Value$2.4M (+$17.4K)
Filed 2026-10-21
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares92,510 from 86,646
Change+5,864 (+7%)
Value$2.3M (+$121.2K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
DECREASED
Shares92,474 from 94,311
Change-1,837 (-2%)
Value$2.3M (-$73.2K)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares90,600 from 84,780
Change+5,820 (+7%)
Value$2.3M (+$120.7K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares89,381 from 52,294
Change+37,087 (+71%)
Value$2.2M (+$910.5K)
Filed 2026-10-23
Keeler Thomas Management LLC
DECREASED
Shares86,053 from 86,624
Change-571 (-1%)
Value$2.1M (-$39.4K)
Filed 2026-10-29
Riverchase Wealth Management, LLC
INCREASED
Shares83,668 from 77,898
Change+5,770 (+7%)
Value$2.1M (+$121.4K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares81,581 from 145,970
Change-64,389 (-44%)
Value$2.0M (-$1.6M)
Filed 2026-10-20
Cove Private Wealth, LLC
INCREASED
Shares81,000 from 66,000
Change+15,000 (+23%)
Value$2.0M (+$355.3K)
Filed 2026-10-28
Foundation Wealth Management, LLC
INCREASED
Shares79,105 from 78,232
Change+873 (+1%)
Value$2.0M (-$843)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares78,479 from 78,946
Change-467 (-1%)
Value$2.0K (-$2.0M)
Filed 2026-10-26
Wilkins Miller Wealth Management, LLC
DECREASED
Shares74,944 from 77,792
Change-2,848 (-4%)
Value$1.9M (-$93.6K)
Filed 2026-10-13
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares74,405 from 75,233
Change-828 (-1%)
Value$1.9K (-$1.9M)
Filed 2026-10-27
Probity Advisors, Inc.
DECREASED
Shares71,202 from 134,177
Change-62,975 (-47%)
Value$1.8M (-$1.6M)
Filed 2026-10-23
Foundry Financial Group, Inc.
DECREASED
Shares71,100 from 76,597
Change-5,497 (-7%)
Value$1.8M (-$159.4K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares69,017 from 69,017
Change0 (0%)
Value$1.7M (-$20.0K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares67,833 from 71,728
Change-3,895 (-5%)
Value$1.7M (-$118.0K)
Filed 2026-11-05
Scissortail Wealth Management, LLC
INCREASED
Shares67,395 from 66,756
Change+639 (+1%)
Value$1.7M (-$3.4K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares67,235 from 61,655
Change+5,580 (+9%)
Value$1.7M (+$121.4K)
Filed 2026-11-05
Beacon Financial Group
INCREASED
Shares66,671 from 66,048
Change+623 (+1%)
Value$1.7M (-$3.6K)
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares66,247 from 15,707
Change+50,540 (+322%)
Value$1.7M (+$1.3M)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares63,651 from 60,716
Change+2,935 (+5%)
Value$1.6M (+$58.5K)
Filed 2026-10-09
Jacobi Capital Management LLC
INCREASED
Shares61,946 from 56,027
Change+5,919 (+11%)
Value$1.5M (+$131.5K)
Filed 2026-11-05
Jefferson Bridge Capital, LLC
INCREASED
Shares61,189 from 57,496
Change+3,693 (+6%)
Value$1.5M (+$75.5K)
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares60,636 from 62,335
Change-1,699 (-3%)
Value$1.5M (-$60.5K)
Filed 2026-10-21
Cyr Financial Inc.
INCREASED
Shares60,517 from 60,207
Change+310 (+1%)
Value$1.5M (-$9.7K)
Filed 2026-10-16
Community Financial Services Group, LLC
INCREASED
Shares59,300 from 9,112
Change+50,188 (+551%)
Value$1.5M (+$1.2M)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares59,062 from 59,062
Change0 (0%)
Value$1.5M (-$17.1K)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares58,660 from 59,375
Change-715 (-1%)
Value$1.5M (-$35.1K)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares57,999 from 53,227
Change+4,772 (+9%)
Value$1.4M (+$103.7K)
Filed 2026-11-06
Gould Asset Management LLC
INCREASED
Shares57,535 from 55,045
Change+2,490 (+5%)
Value$1.4M (+$46.2K)
Filed 2026-11-06
Mendota Financial Group, LLC
INCREASED
Shares57,273 from 56,645
Change+628 (+1%)
Value$1.4M (-$748)
Filed 2026-10-07
Montecito Bank & Trust
INCREASED
Shares56,897 from 55,536
Change+1,361 (+2%)
Value$1.4M (+$17.9K)
Filed 2026-10-01
Farther Finance Advisors, LLC
INCREASED
Shares56,790 from 55,489
Change+1,301 (+2%)
Value$1.4M (+$16.4K)
Filed 2026-10-08
BridgePort Financial Solutions, LLC
DECREASED
Shares56,146 from 56,409
Change-263 (0%)
Value$1.4M (-$22.9K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
INCREASED
Shares55,167 from 54,602
Change+565 (+1%)
Value$1.4M (-$1.7K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares52,675 from 37,112
Change+15,563 (+42%)
Value$1.3M (+$377.7K)
Filed 2026-10-16
Briggs Wealth Management, Inc
DECREASED
Shares52,274 from 54,595
Change-2,321 (-4%)
Value$1.3M (-$73.8K)
Filed 2026-10-26
One Day In July LLC
DECREASED
Shares51,438 from 51,786
Change-348 (-1%)
Value$1.3M (-$23.7K)
Filed 2026-10-30
New England Private Wealth Advisors LLC
INCREASED
Shares50,834 from 9,040
Change+41,794 (+462%)
Value$1.3M (+$1.0M)
Filed 2026-10-19
Meitav Investment House LTD
DECREASED
Shares50,602 from 58,123
Change-7,521 (-13%)
Value$1.3M (-$204.8K)
Filed 2026-10-28
Aspen Wealth Management LLC
INCREASED
Shares49,434 from 43,335
Change+6,099 (+14%)
Value$1.2M (+$139.7K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares49,139 from 50,100
Change-961 (-2%)
Value$1.2M (-$38.5K)
Filed 2026-11-05
Blue Square Asset Management, LLC
INCREASED
Shares47,442 from 46,387
Change+1,055 (+2%)
Value$1.2M (+$12.9K)
Filed 2026-11-02
Archford Capital Strategies, LLC
DECREASED
Shares47,210 from 47,731
Change-521 (-1%)
Value$1.2M (-$26.8K)
Filed 2026-10-19
Wesbanco Bank Inc
UNCHANGED
Shares45,558 from 45,558
Change0 (0%)
Value$1.1M (-$13.2K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
DECREASED
Shares44,077 from 46,359
Change-2,282 (-5%)
Value$1.1M (-$70.4K)
Filed 2026-10-09
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares43,846 from 42,071
Change+1,775 (+4%)
Value$1.1M (+$32.1K)
Filed 2026-10-08
Romano Brothers and Company
INCREASED
Shares43,269 from 38,389
Change+4,880 (+13%)
Value$1.1M (+$110.7K)
Filed 2026-10-22
One Plus One Wealth Management, LLC
DECREASED
Shares42,993 from 58,657
Change-15,664 (-27%)
Value$1.1M (-$408.0K)
Filed 2026-10-16
Diversify Wealth Management, LLC
NEW
Shares42,401
Change+42,401
Value$1.1M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares42,401
Change+42,401
Value$1.1M
Filed 2026-10-20
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares41,614 from 88,949
Change-47,335 (-53%)
Value$1.0M (-$1.2M)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares40,355 from 29,888
Change+10,467 (+35%)
Value$1.0M (+$254.3K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
UNCHANGED
Shares39,943 from 39,943
Change0 (0%)
Value$997.0K (-$11.6K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares39,096 from 38,881
Change+215 (+1%)
Value$975.8K (-$5.9K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares38,161 from 20,323
Change+17,838 (+88%)
Value$952.5K (+$439.3K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares37,604 from 37,604
Change0 (0%)
Value$937.8K (-$7.6K)
Filed 2026-10-16
Balentine LLC
INCREASED
Shares35,852 from 35,460
Change+392 (+1%)
Value$894.9K (-$493)
Filed 2026-11-03
KOM Wealth Management Group, LLC
INCREASED
Shares35,517 from 35,173
Change+344 (+1%)
Value$886.5K (-$1.6K)
Filed 2026-10-15
Lewis Asset Management, LLC
NEW
Shares35,500
Change+35,500
Value$886.1K
Filed 2026-10-14
River's Edge Wealth Management, LLC
DECREASED
Shares34,141 from 34,566
Change-425 (-1%)
Value$852.8K (-$17.9K)
Filed 2026-10-19
Walleye Partners, LLC
INCREASED
Shares33,827 from 33,705
Change+122 (+0%)
Value$844.3K (-$6.7K)
Filed 2026-10-13
Focused Alpha, LLC
INCREASED
Shares33,741 from 32,629
Change+1,112 (+3%)
Value$842.2K (+$18.3K)
Filed 2026-10-20
Prosperity Planning, Inc.
UNCHANGED
Shares33,265 from 33,265
Change0 (0%)
Value$830.3K (-$9.6K)
Filed 2026-10-09
4J Wealth Management LLC
DECREASED
Shares33,078 from 33,460
Change-382 (-1%)
Value$825.6K (-$19.2K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares33,055 from 28,249
Change+4,806 (+17%)
Value$825.0K (+$111.8K)
Filed 2026-11-06
Gilbert Capital Group, Inc.
DECREASED
Shares32,990 from 52,547
Change-19,557 (-37%)
Value$823.4K (-$503.4K)
Filed 2026-10-28
Scott Capital Advisors, LLC
INCREASED
Shares32,937 from 9,117
Change+23,820 (+261%)
Value$821.8K (+$591.6K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares32,620 from 29,634
Change+2,986 (+10%)
Value$814.2K (+$65.9K)
Filed 2026-10-15
Duncker Streett & Co Inc
INCREASED
Shares32,413 from 32,057
Change+356 (+1%)
Value$809.0K (-$423)
Filed 2026-10-27
Schuylkill Financial LLC
INCREASED
Shares32,059 from 31,069
Change+990 (+3%)
Value$800.2K (+$15.7K)
Filed 2026-10-21
KFG LLC
NEW
Shares31,442
Change+31,442
Value$784.8K
Filed 2026-11-02
DecisionMap Wealth Management, LLC
DECREASED
Shares31,058 from 33,044
Change-1,986 (-6%)
Value$775.2K (-$59.2K)
Filed 2026-10-29
Autumn Glory Partners, LLC
INCREASED
Shares30,024 from 29,977
Change+47 (+0%)
Value$749.4K (-$7.5K)
Filed 2026-10-26
Little House Capital LLC
DECREASED
Shares29,114 from 29,639
Change-525 (-2%)
Value$726.7K (-$21.7K)
Filed 2026-11-06
Peck Wealth Management, LLC
NEW
Shares29,080
Change+29,080
Value$725.8K
Filed 2026-10-29
Lee Financial Co
UNCHANGED
Shares28,900 from 28,900
Change0 (0%)
Value$721.3K (-$8.4K)
Filed 2026-10-16
Accretive Wealth Partners, LLC
DECREASED
Shares28,886 from 29,061
Change-175 (-1%)
Value$721.0K (-$12.8K)
Filed 2026-11-06
Hengehold Capital Management LLC
DECREASED
Shares28,764 from 1,520,952
Change-1,492,188 (-98%)
Value$717.9K (-$37.7M)
Filed 2026-10-16
Straight Path Wealth Management
INCREASED
Shares28,289 from 26,838
Change+1,451 (+5%)
Value$706.1K (+$28.4K)
Filed 2026-10-23
First Interstate Bank
INCREASED
Shares25,740 from 22,940
Change+2,800 (+12%)
Value$642.5K (+$63.2K)
Filed 2026-10-23
Beacon Financial Planning, Inc
INCREASED
Shares25,003 from 24,288
Change+715 (+3%)
Value$624.1K (+$10.8K)
Filed 2026-11-04
ADG Wealth Management Group, LLC
DECREASED
Shares24,920 from 25,003
Change-83 (0%)
Value$622.0K (-$9.3K)
Filed 2026-10-23
Redwood Financial Network Corp
INCREASED
Shares24,435 from 24,071
Change+364 (+2%)
Value$609.9K (+$2.1K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares23,754 from 23,702
Change+52 (+0%)
Value$592.9K (-$5.6K)
Filed 2026-10-28
Stockman Wealth Management, Inc.
DECREASED
Shares23,348 from 25,070
Change-1,722 (-7%)
Value$582.8K (-$50.3K)
Filed 2026-10-27
Curbstone Financial Management Corp
DECREASED
Shares23,000 from 25,600
Change-2,600 (-10%)
Value$574.1K (-$72.3K)
Filed 2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares22,250 from 22,250
Change0 (0%)
Value$555.4K (-$6.5K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares22,089 from 10,147
Change+11,942 (+118%)
Value$551.3K (+$295.1K)
Filed 2026-11-03
Atwater Malick LLC
UNCHANGED
Shares21,918 from 21,918
Change0 (0%)
Value$547.1K (-$6.4K)
Filed 2026-10-15
WJ Wealth Management, LLC
INCREASED
Shares21,650 from 21,100
Change+550 (+3%)
Value$540.4K (+$7.6K)
Filed 2026-11-03
Farnam Financial LLC
INCREASED
Shares21,161 from 12,532
Change+8,629 (+69%)
Value$528.6K (+$212.2K)
Filed 2026-10-21
Tableaux LLC
DECREASED
Shares21,160 from 24,526
Change-3,366 (-14%)
Value$528.2K (-$91.1K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
INCREASED
Shares20,911 from 20,865
Change+46 (+0%)
Value$521.9K (-$4.9K)
Filed 2026-10-14
Clearstead Trust, LLC
INCREASED
Shares20,527 from 16,986
Change+3,541 (+21%)
Value$512.4K (+$83.5K)
Filed 2026-11-06
Robinson Smith Wealth Advisors LLC
INCREASED
Shares20,117 from 20,048
Change+69 (+0%)
Value$502.1K (-$4.1K)
Filed 2026-10-22
Ellis Investment Partners, LLC
INCREASED
Shares19,994 from 19,218
Change+776 (+4%)
Value$499.1K (+$13.8K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares19,492 from 17,705
Change+1,787 (+10%)
Value$486.5K (+$39.5K)
Filed 2026-10-26
Alterna Wealth Management, Inc
DECREASED
Shares19,115 from 22,965
Change-3,850 (-17%)
Value$477.1K (-$102.8K)
Filed 2026-10-27
Robbins Farley
INCREASED
Shares18,458 from 17,647
Change+811 (+5%)
Value$460.7K (+$15.1K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
UNCHANGED
Shares18,132 from 18,132
Change0 (0%)
Value$452.6K (-$5.3K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares18,000 from 22,361
Change-4,361 (-19%)
Value$449.3K (-$115.3K)
Filed 2026-10-08
XML Financial, LLC
INCREASED
Shares17,943 from 13,168
Change+4,775 (+36%)
Value$447.9K (+$115.4K)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares17,080 from 16,261
Change+819 (+5%)
Value$426.3K (+$15.7K)
Filed 2026-11-06
Wiregrass Investment Management LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$424.3K (-$4.9K)
Filed 2026-11-05
S.E.E.D. Planning Group LLC
DECREASED
Shares16,967 from 17,964
Change-997 (-6%)
Value$423.5K (-$30.1K)
Filed 2026-10-07
Bedel Financial Consulting, Inc.
NEW
Shares16,545
Change+16,545
Value$413.0K
Filed 2026-11-06
Simon Quick Advisors, LLC
INCREASED
Shares16,502 from 16,343
Change+159 (+1%)
Value$411.9K (-$782)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares16,139 from 16,139
Change0 (0%)
Value$402.8K (-$4.7K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares16,029 from 15,516
Change+513 (+3%)
Value$400.1K (+$8.3K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
DECREASED
Shares15,893 from 17,629
Change-1,736 (-10%)
Value$396.7K (-$48.4K)
Filed 2026-10-28
Financial Advisory Corp
INCREASED
Shares15,476 from 12,443
Change+3,033 (+24%)
Value$386.3K (+$72.1K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
INCREASED
Shares15,288 from 14,578
Change+710 (+5%)
Value$381.6K (+$13.5K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares15,178 from 13,819
Change+1,359 (+10%)
Value$378.9K (+$29.9K)
Filed 2026-10-13
Fortune Financial Group, Inc.
INCREASED
Shares15,161 from 13,582
Change+1,579 (+12%)
Value$378.4K (+$35.5K)
Filed 2026-10-22
Level Four Advisory Services, LLC
NEW
Shares14,502
Change+14,502
Value$362.0K
Filed 2026-11-06
Ledyard National Bank
DECREASED
Shares14,500 from 14,923
Change-423 (-3%)
Value$361.9K (-$14.9K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
INCREASED
Shares14,493 from 13,693
Change+800 (+6%)
Value$361.7K (+$16.0K)
Filed 2026-10-15
Welch & Forbes LLC
NEW
Shares14,263
Change+14,263
Value$356.0K
Filed 2026-11-04
Yoder Wealth Management, Inc.
INCREASED
Shares13,975 from 8,375
Change+5,600 (+67%)
Value$348.8K (+$137.3K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares13,548 from 13,466
Change+82 (+1%)
Value$338.2K (-$1.9K)
Filed 2026-10-20
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares13,247 from 13,247
Change0 (0%)
Value$330.6K (-$3.8K)
Filed 2026-11-03
Asset One Wealth Management LLC
NEW
Shares13,244
Change+13,244
Value$330.6K
Filed 2026-11-02
Cypress Wealth Services, LLC
UNCHANGED
Shares13,171 from 13,171
Change0 (0%)
Value$328.2K (-$4.3K)
Filed 2026-10-21
Bank of New Hampshire
DECREASED
Shares13,150 from 13,400
Change-250 (-2%)
Value$328.2K (-$10.1K)
Filed 2026-10-06
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares13,139 from 13,139
Change0 (0%)
Value$328.0K (-$3.8K)
Filed 2026-10-13
FF Advisors,LLC
DECREASED
Shares13,074 from 16,011
Change-2,937 (-18%)
Value$326.3K (-$78.0K)
Filed 2026-10-21
Old Mission Investment Co LLC
UNCHANGED
Shares12,973 from 12,973
Change0 (0%)
Value$323.8K (-$3.8K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares12,851 from 12,846
Change+5 (+0%)
Value$320.8K (-$3.6K)
Filed 2026-10-29
Naples Global Advisors, LLC
DECREASED
Shares12,840 from 13,095
Change-255 (-2%)
Value$320.5K (-$10.2K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares12,753 from 29,903
Change-17,150 (-57%)
Value$318.3K (-$436.7K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares12,745 from 11,546
Change+1,199 (+10%)
Value$318.1K (+$26.6K)
Filed 2026-10-08
Aprio Wealth Management, LLC
INCREASED
Shares12,626 from 9,080
Change+3,546 (+39%)
Value$315.1K (+$85.9K)
Filed 2026-10-28
True Private Wealth Advisors
NEW
Shares12,424
Change+12,424
Value$310.1K
Filed 2026-10-19
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares12,210 from 12,210
Change0 (0%)
Value$304.8K (-$3.3K)
Filed 2026-11-05
ProVise Management Group, LLC
INCREASED
Shares12,170 from 11,820
Change+350 (+3%)
Value$303.8K (+$5.3K)
Filed 2026-11-06
Strategic Blueprint, LLC
NEW
Shares12,098
Change+12,098
Value$302.0K
Filed 2026-10-22
Next Level Wealth Planning, LLC
UNCHANGED
Shares11,901 from 11,901
Change0 (0%)
Value$297.0K (-$3.5K)
Filed 2026-10-29
Berkshire Money Management, Inc.
UNCHANGED
Shares11,687 from 11,687
Change0 (0%)
Value$291.7K (-$3.4K)
Filed 2026-10-21
Sarver Vrooman Wealth Advisors
DECREASED
Shares11,550 from 11,652
Change-102 (-1%)
Value$288.3K (-$5.1K)
Filed 2026-10-01
Journey Advisory Group, LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$287.0K (-$3.3K)
Filed 2026-11-04
Midland Wealth Advisors, LLC
DECREASED
Shares11,398 from 15,838
Change-4,440 (-28%)
Value$284.5K (-$115.4K)
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$279.6K (-$3.2K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$277.1K (-$3.2K)
Filed 2026-10-23
Ballast Rock Private Wealth LLC
NEW
Shares10,990
Change+10,990
Value$274.3K
Filed 2026-10-26
Pine Haven Investment Counsel, Inc
INCREASED
Shares10,850 from 10,050
Change+800 (+8%)
Value$270.8K (+$17.1K)
Filed 2026-11-02
Dudley Capital Management, LLC
INCREASED
Shares10,500 from 10,300
Change+200 (+2%)
Value$262.1K (+$2.0K)
Filed 2026-10-23
Highland Financial Advisors, LLC
UNCHANGED
Shares10,162 from 10,162
Change0 (0%)
Value$253.6K (-$2.9K)
Filed 2026-10-19
McGuire Investment Group, LLC
DECREASED
Shares9,868 from 11,158
Change-1,290 (-12%)
Value$246.3K (-$35.4K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares9,663 from 7,998
Change+1,665 (+21%)
Value$241.2K (+$39.2K)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares9,593 from 9,593
Change0 (0%)
Value$239.5K (-$2.8K)
Filed 2026-10-30
Gradient Capital Advisors, LLC
UNCHANGED
Shares9,532 from 9,532
Change0 (0%)
Value$237.9K (-$2.8K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares9,515 from 9,515
Change0 (0%)
Value$237.5K (-$2.8K)
Filed 2026-10-16
Carson Advisory Inc.
DECREASED
Shares9,426 from 10,265
Change-839 (-8%)
Value$235.3K (-$23.9K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares9,397 from 9,198
Change+199 (+2%)
Value$234.5K (+$2.3K)
Filed 2026-10-29
Wealth Advisory Solutions, LLC
UNCHANGED
Shares9,353 from 9,353
Change0 (0%)
Value$233.5K (-$2.7K)
Filed 2026-10-20
KPP Advisory Services LLC
INCREASED
Shares9,320 from 8,870
Change+450 (+5%)
Value$232.6K (+$8.7K)
Filed 2026-10-26
Trust Point Inc.
DECREASED
Shares9,193 from 13,267
Change-4,074 (-31%)
Value$229.5K (-$105.5K)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares9,192 from 8,973
Change+219 (+2%)
Value$229.4K (+$2.9K)
Filed 2026-11-04
Arnold Financial Planning LLC
UNCHANGED
Shares8,910 from 8,910
Change0 (0%)
Value$222.4K (-$2.6K)
Filed 2026-10-20
Anchor Capital Advisors LLC
UNCHANGED
Shares8,604 from 8,604
Change0 (0%)
Value$214.8K (-$2.5K)
Filed 2026-11-05
Whitener Capital Management, Inc.
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$214.7K (-$2.5K)
Filed 2026-10-15
Marathon Capital Management
NEW
Shares8,400
Change+8,400
Value$209.7K
Filed 2026-10-23
Summit Place Financial Advisors, LLC
NEW
Shares8,400
Change+8,400
Value$209.7K
Filed 2026-10-23
Cooper S Advisors, LLC
UNCHANGED
Shares8,230 from 8,230
Change0 (0%)
Value$205.4K (-$2.4K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$199.7K (-$2.3K)
Filed 2026-10-23
Phillips Financial Management, LLC
UNCHANGED
Shares7,523 from 7,523
Change0 (0%)
Value$187.8K (-$2.2K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares5,650
Change+5,650
Value$141.0K
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares5,084 from 6,170
Change-1,086 (-18%)
Value$126.9K (-$28.9K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares4,798 from 2,000
Change+2,798 (+140%)
Value$119.8K (+$69.3K)
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$119.5K (-$1.4K)
Filed 2026-10-16
Pittenger & Anderson Inc
UNCHANGED
Shares4,140 from 4,140
Change0 (0%)
Value$103.3K (-$1.2K)
Filed 2026-11-02
Phillip James Consulting Co.
NEW
Shares3,940
Change+3,940
Value$98.3K
Filed 2026-11-03
Bokf, NA
NEW
Shares3,891
Change+3,891
Value$97.1K
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares3,645 from 2,687
Change+958 (+36%)
Value$91.0K (+$23.1K)
Filed 2026-10-15
Trust Co
INCREASED
Shares3,194 from 2,675
Change+519 (+19%)
Value$79.7K (+$12.2K)
Filed 2026-10-09
Addison Advisors LLC
INCREASED
Shares3,135 from 2,895
Change+240 (+8%)
Value$78.3K (+$5.2K)
Filed 2026-11-06
Hyposwiss Advisors SA
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$68.4K (-$795)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares2,570 from 2,656
Change-86 (-3%)
Value$64.1K (-$2.9K)
Filed 2026-11-03
NBH Bank
DECREASED
Shares2,442 from 3,374
Change-932 (-28%)
Value$61.0K (-$24.2K)
Filed 2026-11-05
Coastline Trust Co
DECREASED
Shares2,266 from 2,565
Change-299 (-12%)
Value$56.6K (-$8.2K)
Filed 2026-10-01
Y.D. More Investments Ltd
INCREASED
Shares2,108 from 1,513
Change+595 (+39%)
Value$52.6K (+$14.4K)
Filed 2026-11-02
Burkett Financial Services, LLC
INCREASED
Shares2,059 from 2,037
Change+22 (+1%)
Value$51.4K (-$27)
Filed 2026-10-01
Miller Global Investments, LLC
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$49.8K (-$579)
Filed 2026-10-02
Legacy Bridge, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$47.4K (-$551)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares1,724
Change+1,724
Value$43.0K
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$40.1K (-$466)
Filed 2026-10-15
United Community Bank
DECREASED
Shares1,400 from 2,198
Change-798 (-36%)
Value$34.9K (-$20.6K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$33.1K (-$384)
Filed 2026-10-05
Pension & Wealth Management Advisors, Inc.
NEW
Shares998
Change+998
Value$24.9K
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$21.6K (-$251)
Filed 2026-10-15
Biltmore Family Office, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$16.2K (-$189)
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$15.2K (-$177)
Filed 2026-11-04
Financial Consulate, Inc
NEW
Shares321
Change+321
Value$8.0K
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$8 ($0)
Filed 2026-10-13
IMG Wealth Management, Inc.
NEW
Shares209
Change+209
Value$5.2K
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$3.4K (-$39)
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$3.3K (-$38)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares64
Change+64
Value$1.6K
Filed 2026-10-21
Key Capital Management, Inc
NEW
Shares48
Change+48
Value$1.2K
Filed 2026-11-03
Citigroup Inc
NEW
Shares1
Change+1
Value$25
Filed 2026-11-04
CGN Advisors LLC
CLOSED
Shares0 from 44,928
Change-44,928 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Baker Boyer National Bank
CLOSED
Shares0 from 26,706
Change-26,706 (-100%)
Value$0 (-$674.3K)
Filed 2026-11-05
Keystone Wealth Services, LLC
CLOSED
Shares0 from 10,402
Change-10,402 (-100%)
Value$0 (-$262.7K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 9,077
Change-9,077 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-21
Advisor OS, LLC
CLOSED
Shares0 from 8,653
Change-8,653 (-100%)
Value$0 (-$218.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,690
Change-2,690 (-100%)
Value$0 (-$67.6K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 1,165
Change-1,165 (-100%)
Value$0 (-$29.4K)
Filed 2026-11-03
Fairway Wealth LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$20.3K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 9,526,329
Change-9,526,329 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,532,094
Change-5,532,094 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,818,723
Change-4,818,723 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,771,658
Change-3,771,658 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,572,252
Change-3,572,252 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,315,601
Change-3,315,601 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,174,609
Change-3,174,609 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,821,559
Change-1,821,559 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,718,025
Change-1,718,025 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,675,867
Change-1,675,867 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,666,571
Change-1,666,571 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,624,267
Change-1,624,267 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,507,612
Change-1,507,612 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,090,554
Change-1,090,554 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,089,727
Change-1,089,727 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,070,569
Change-1,070,569 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,067,372
Change-1,067,372 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 850,687
Change-850,687 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 778,356
Change-778,356 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 673,567
Change-673,567 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 639,228
Change-639,228 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 612,638
Change-612,638 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 577,001
Change-577,001 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 533,006
Change-533,006 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 527,531
Change-527,531 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 511,450
Change-511,450 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 509,515
Change-509,515 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 411,188
Change-411,188 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 392,466
Change-392,466 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 380,094
Change-380,094 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 368,353
Change-368,353 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 364,874
Change-364,874 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 356,117
Change-356,117 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 344,113
Change-344,113 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 320,900
Change-320,900 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 300,201
Change-300,201 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 296,407
Change-296,407 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 289,705
Change-289,705 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 280,115
Change-280,115 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 272,590
Change-272,590 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 267,703
Change-267,703 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 247,322
Change-247,322 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 244,851
Change-244,851 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 242,577
Change-242,577 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 230,329
Change-230,329 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 228,180
Change-228,180 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 227,792
Change-227,792 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 223,896
Change-223,896 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 212,420
Change-212,420 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 211,849
Change-211,849 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 202,966
Change-202,966 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 200,155
Change-200,155 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 194,537
Change-194,537 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 182,808
Change-182,808 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 174,257
Change-174,257 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 153,604
Change-153,604 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 146,328
Change-146,328 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 144,850
Change-144,850 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 132,496
Change-132,496 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 127,958
Change-127,958 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 124,054
Change-124,054 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 112,785
Change-112,785 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 112,377
Change-112,377 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 99,707
Change-99,707 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 97,557
Change-97,557 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 96,458
Change-96,458 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 87,159
Change-87,159 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 86,292
Change-86,292 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 82,444
Change-82,444 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 80,005
Change-80,005 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 76,496
Change-76,496 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 74,617
Change-74,617 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 70,773
Change-70,773 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 69,515
Change-69,515 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 69,355
Change-69,355 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 59,935
Change-59,935 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 55,736
Change-55,736 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 55,590
Change-55,590 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 54,236
Change-54,236 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 53,843
Change-53,843 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 50,118
Change-50,118 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 49,825
Change-49,825 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 49,213
Change-49,213 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 49,199
Change-49,199 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 47,792
Change-47,792 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 46,763
Change-46,763 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 46,298
Change-46,298 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 44,431
Change-44,431 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 39,500
Change-39,500 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 39,357
Change-39,357 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 38,550
Change-38,550 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 38,477
Change-38,477 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 36,273
Change-36,273 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 35,476
Change-35,476 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 33,960
Change-33,960 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 33,924
Change-33,924 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 31,959
Change-31,959 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31,057
Change-31,057 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 31,021
Change-31,021 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,298
Change-30,298 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 29,661
Change-29,661 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 27,165
Change-27,165 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 27,078
Change-27,078 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 26,369
Change-26,369 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,775
Change-25,775 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,523
Change-24,523 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 24,435
Change-24,435 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 23,227
Change-23,227 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 21,712
Change-21,712 (-100%)
Value—
American Trust
N/A
Shares— from 21,548
Change-21,548 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,905
Change-20,905 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 19,460
Change-19,460 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,127
Change-19,127 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18,302
Change-18,302 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17,999
Change-17,999 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,628
Change-17,628 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,940
Change-15,940 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,077
Change-13,077 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,054
Change-13,054 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,276
Change-12,276 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,544
Change-9,544 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,639
Change-8,639 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 974
Change-974 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 600
Change-600 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 560
Change-560 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 269
Change-269 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 121
Change-121 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED4,450,9874,224,505+226,482+5%$106.7M$111.1M+$4.4M2026-11-04
Capital Investment Advisors, LLC
INCREASED3,993,2163,890,204+103,012+3%$98.2M$99.7M+$1.4M2026-10-22
LPL Financial LLC
INCREASED3,274,2082,896,388+377,820+13%$73.1M$81.7M+$8.6M2026-11-06
Howland Capital Management LLC
INCREASED1,518,1361,309,506+208,630+16%$33.1M$37.9M+$4.8M2026-10-22
Woodmont Investment Counsel LLC
INCREASED1,470,5191,453,743+16,776+1%$36.7M$36.7M-$2.9K2026-10-29
Gratus Wealth Advisors, LLC
DECREASED1,409,3971,410,511-1,1140%$35.6M$35.2M-$436.9K2026-10-26
Kathmere Capital Management, LLC
DECREASED1,365,2141,388,753-23,539-2%$35.1M$34.1M-$990.3K2026-10-20
Sigma Investment Counselors Inc
INCREASED1,352,0781,336,901+15,177+1%$33.8M$33.7M-$8.9K2026-10-27
Klingman & Associates, LLC
INCREASED1,343,1951,294,887+48,308+4%$32.7M$33.5M+$830.2K2026-10-20
RVW Wealth, LLC
DECREASED1,195,5311,206,680-11,149-1%$30.5M$29.8M-$628.2K2026-10-06
Kestra Advisory Services, LLC
INCREASED1,113,8341,000,332+113,502+11%$25.3M$27.8M+$2.5M2026-11-02
Commonwealth Equity Services, LLC
INCREASED1,088,3791,073,212+15,167+1%$27.1M$27.2M+$67.4K2026-11-02
Tabr Capital Management, LLC
INCREASED977,456946,636+30,820+3%$23.9M$24.4M+$494.7K2026-10-20
Truist Financial Corp
INCREASED942,653939,140+3,513+0%$23.7M$23.5M-$184.7K2026-10-30
US Bancorp \de\
INCREASED855,923771,072+84,851+11%$19.5M$21.4M+$1.9M2026-11-05
MV Capital Management, Inc.
INCREASED818,705803,638+15,067+2%$20.3M$20.4M+$143.0K2026-10-29
Summit Asset Management, LLC
INCREASED761,236753,549+7,687+1%$19.0M$19.0M-$26.7K2026-11-05
Rebalance, LLC
INCREASED690,030682,885+7,145+1%$17.2M$17.2M-$19.7K2026-10-22
Glenview Trust Co
INCREASED608,844576,746+32,098+6%$14.6M$15.2M+$633.9K2026-10-28
Central Trust Co
INCREASED600,820583,112+17,708+3%$14.7M$15.0M+$272.9K2026-11-05
Arrow Financial Corp
DECREASED588,817591,506-2,6890%$14.9M$14.7M-$238.7K2026-10-26
Lyell Wealth Management, LP
INCREASED558,377529,578+28,799+5%$13.4M$13.9M+$565.2K2026-10-30
Windsor Capital Management, LLC
INCREASED550,625516,289+34,336+7%$13.0M$13.7M+$707.3K2026-10-13
Strid Group, LLC
INCREASED546,552533,967+12,585+2%$13.5M$13.6M+$159.3K2026-10-28
First National Trust Co
INCREASED526,096507,886+18,210+4%$12.8M$13.1M+$307.2K2026-10-28
Cornerstone Planning, LLC
INCREASED517,690512,899+4,791+1%$13.0M$13.0M+$82.4K2026-10-27
Novem Group
DECREASED503,223563,458-60,235-11%$14.2M$12.6M-$1.7M2026-10-19
Cowa, LLC
INCREASED498,18294,287+403,895+428%$2.4M$12.4M+$10.1M2026-10-30
Ironwood Financial, llc
INCREASED475,888400,157+75,731+19%$10.1M$11.9M+$1.8M2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED464,658653,571-188,913-29%$16.5M$11.6M-$4.9M2026-11-05
Atria Investments, Inc
INCREASED402,046374,417+27,629+7%$9.5M$10.0M+$581.0K2026-10-15
First International Bank of Israel Ltd.
UNCHANGED402,000402,00000%$10.2M$10.0M-$116.6K2026-11-04
Allworth Financial LP
INCREASED393,182390,112+3,070+1%$9.9M$9.9M+$77.5K2026-11-06
InvesTrust
INCREASED387,435332,478+54,957+17%$8.4M$9.7M+$1.3M2026-10-14
Parallel Advisors, LLC
INCREASED378,124339,434+38,690+11%$8.6M$9.4M+$867.3K2026-11-03
Arcadia Investment Advisors LLC
INCREASED375,506370,192+5,314+1%$9.3M$9.4M+$25.3K2026-10-13
Merit Financial Group, LLC
INCREASED352,521327,611+24,910+8%$8.3M$8.8M+$526.8K2026-11-06
PFG Private Wealth Management, LLC
INCREASED317,122305,532+11,590+4%$7.7M$7.9M+$200.7K2026-10-15
IFP Advisors, Inc
INCREASED304,558303,282+1,276+0%$7.7M$7.6M-$56.1K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED297,866222,717+75,149+34%$5.6M$7.4M+$1.8M2026-10-14
Sonata Capital Group Inc
INCREASED296,578261,971+34,607+13%$6.6M$7.4M+$787.8K2026-10-19
Quantum Financial Advisors, LLC
INCREASED290,348271,687+18,661+7%$6.9M$7.2M+$387.0K2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED288,345263,379+24,966+9%$6.7M$7.2M+$546.8K2026-10-23
Praetorian Wealth Management, Inc.
INCREASED285,699275,923+9,776+4%$7.0M$7.1M+$164.0K2026-10-16
Guidance Point Advisors, LLC
INCREASED278,785266,941+11,844+4%$6.7M$7.0M+$218.3K2026-10-15
Penobscot Investment Management Company, Inc.
INCREASED268,814260,871+7,943+3%$6.6M$6.7M+$122.6K2026-10-26
MinichMacGregor Wealth Management, LLC
INCREASED261,311252,775+8,536+3%$6.4M$6.5M+$139.7K2026-10-14
Hamel Associates, Inc.
DECREASED260,087262,251-2,164-1%$6.6M$6.5M-$130.1K2026-11-06
Virginia Wealth Management Group, Inc.
INCREASED257,513249,890+7,623+3%$6.3M$6.4M+$117.8K2026-10-14
Beaumont Asset Management, L.L.C.
NEW254,608—+254,608——$6.4M—2026-10-16
MCF Advisors LLC
INCREASED253,812244,338+9,474+4%$6.2M$6.3M+$165.6K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED248,891240,359+8,532+4%$6.1M$6.2K-$6.1M2026-11-02
Great Diamond Partners, LLC
INCREASED247,275161,987+85,288+53%$4.1M$6.2M+$2.1M2026-10-13
Droms Strauss Advisors Inc
INCREASED232,660227,284+5,376+2%$5.7M$5.8M+$68.3K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED229,986237,065-7,079-3%$6.0M$5.7M-$245.4K2026-10-15
Apex Wealth Management, LLC
NEW225,233—+225,233——$5.6M—2026-10-20
Precedent Wealth Partners, LLC
INCREASED221,401163,519+57,882+35%$4.1M$5.5M+$1.4M2026-10-21
4Thought Financial Group Inc.
INCREASED215,417215,180+237+0%$5.4M$5.4M-$56.5K2026-11-02
IFS Advisors, LLC
NEW210,802—+210,802——$5.3M—2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED209,554160,511+49,043+31%$4.0M$5.2M+$1.2M2026-10-13
SAX Wealth Advisors, LLC
INCREASED206,787154,727+52,060+34%$3.9M$5.2M+$1.2M2026-10-13
Moneco Advisors, LLC
INCREASED205,970190,785+15,185+8%$4.8M$5.1M+$323.7K2026-11-05
Sightline Wealth Advisors, LLC
INCREASED205,789147,599+58,190+39%$3.7M$5.1M+$1.4M2026-10-21
Valmark Advisers, Inc.
INCREASED203,634179,022+24,612+14%$4.5M$5.1M+$562.4K2026-11-06
Creative Planning
INCREASED199,904190,309+9,595+5%$4.8M$5.0M+$184.3K2026-11-02
Krilogy Financial LLC
DECREASED198,736207,145-8,409-4%$5.2M$5.0M-$271.9K2026-10-13
Members Wealth LLC
INCREASED198,697184,119+14,578+8%$4.6M$5.0M+$308.5K2026-10-20
Rossmore Private Capital
INCREASED193,012157,958+35,054+22%$4.0M$4.8M+$829.1K2026-10-27
10Elms LLP
DECREASED191,987195,400-3,413-2%$4.9M$4.8M-$141.9K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED190,415101,833+88,582+87%$2.6M$4.8M+$2.2M2026-11-06
Twin Cities Retirement Group LLC
INCREASED189,995188,280+1,715+1%$4.8M$4.7M-$11.8K2026-10-16
Leo Wealth, LLC
NEW189,278—+189,278——$4.7M—2026-10-26
Fulton Breakefield Broenniman LLC
INCREASED188,208166,941+21,267+13%$4.2M$4.7M+$482.4K2026-11-03
Chicago Partners Investment Group LLC
INCREASED187,280186,556+724+0%$4.7M$4.7M-$2.4K2026-10-27
Laurel Wealth Advisors LLC
INCREASED185,311181,149+4,162+2%$4.6M$4.6M+$51.3K2026-10-27
High Note Wealth, LLC
INCREASED179,347113,937+65,410+57%$2.9M$4.5M+$1.6M2026-10-27
Thrivent Financial for Lutherans
INCREASED173,746139,098+34,648+25%$3.5M$4.3M+$815.0K2026-11-05
Sowell Financial Services LLC
DECREASED166,462182,120-15,658-9%$4.6M$4.2M-$443.6K2026-10-23
Regions Financial Corp
DECREASED155,442160,134-4,692-3%$4.0M$3.9M-$163.6K2026-11-05
MTM Investment Management, LLC
INCREASED155,407135,015+20,392+15%$3.4M$3.9M+$469.8K2026-10-30
Evergreen Private Wealth LLC
INCREASED154,741149,858+4,883+3%$3.8M$3.9M+$78.4K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED151,439135,815+15,624+12%$3.4M$3.8M+$350.6K2026-11-05
Cabot Wealth Management Inc
DECREASED146,734170,474-23,740-14%$4.3M$3.7M-$642.0K2026-11-05
Harbor Investment Advisory, LLC
INCREASED134,574122,422+12,152+10%$3.1M$3.4M+$267.8K2026-10-13
Adirondack Trust Co
INCREASED133,103123,112+9,991+8%$3.1M$3.3M+$212.3K2026-10-14
Matthew Goff Investment Advisor, LLC
DECREASED132,792133,514-722-1%$3.4M$3.3M-$56.7K2026-10-13
Kesler, Norman & Wride, LLC
INCREASED129,907129,186+721+1%$3.3M$3.2M-$19.5K2026-11-06
Littlejohn Financial Services, Inc.
INCREASED127,333127,084+249+0%$3.2M$3.2M-$30.6K2026-11-06
Associated Banc-Corp
INCREASED118,879117,988+891+1%$3.0M$3.0M-$12.0K2026-10-30
Breachway Investments LLC
DECREASED117,792119,341-1,549-1%$3.0M$2.9M-$73.3K2026-10-19
LifePlan Financial, LLC
INCREASED117,247114,917+2,330+2%$2.9M$2.9M+$22.5K2026-10-13
Venture Visionary Partners LLC
INCREASED114,863114,771+92+0%$2.9M$2.9M-$31.0K2026-10-07
McGlone Suttner Wealth Management, Inc.
INCREASED110,15094,511+15,639+17%$2.4M$2.7M+$362.9K2026-10-13
Chesley Taft & Associates LLC
INCREASED109,882101,657+8,225+8%$2.6M$2.7M+$175.8K2026-10-13
Marathon Mission, Inc.
INCREASED108,014105,504+2,510+2%$2.7M$2.7M+$32.1K2026-10-01
Weaver Consulting Group
INCREASED107,81068,125+39,685+58%$1.7M$2.7M+$970.8K2026-10-07
Resonant Capital Advisors, LLC
DECREASED105,861106,267-4060%$2.7M$2.6M-$41.0K2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED104,433103,611+822+1%$2.6M$2.6M-$9.5K2026-10-19
Segment Wealth Management, LLC
INCREASED96,14089,480+6,660+7%$2.3M$2.4M+$140.3K2026-10-26
Arcataur Capital Management LLC
INCREASED95,44093,655+1,785+2%$2.4M$2.4M+$17.4K2026-10-21
Woodley Farra Manion Portfolio Management Inc
INCREASED92,51086,646+5,864+7%$2.2M$2.3M+$121.2K2026-11-05
LFA - Lugano Financial Advisors SA
DECREASED92,47494,311-1,837-2%$2.4M$2.3M-$73.2K2026-11-03
Integrated Advisors Network LLC
INCREASED90,60084,780+5,820+7%$2.1M$2.3M+$120.7K2026-10-20
Signaturefd, LLC
INCREASED89,38152,294+37,087+71%$1.3M$2.2M+$910.5K2026-10-23
Keeler Thomas Management LLC
DECREASED86,05386,624-571-1%$2.2M$2.1M-$39.4K2026-10-29
Riverchase Wealth Management, LLC
INCREASED83,66877,898+5,770+7%$2.0M$2.1M+$121.4K2026-10-28
Commonwealth Financial Services, LLC
DECREASED81,581145,970-64,389-44%$3.7M$2.0M-$1.6M2026-10-20
Cove Private Wealth, LLC
INCREASED81,00066,000+15,000+23%$1.7M$2.0M+$355.3K2026-10-28
Foundation Wealth Management, LLC
INCREASED79,10578,232+873+1%$2.0M$2.0M-$8432026-10-22
Park Avenue Securities LLC
DECREASED78,47978,946-467-1%$2.0M$2.0K-$2.0M2026-10-26
Wilkins Miller Wealth Management, LLC
DECREASED74,94477,792-2,848-4%$2.0M$1.9M-$93.6K2026-10-13
First Fiduciary Investment Counsel, Inc.
DECREASED74,40575,233-828-1%$1.9M$1.9K-$1.9M2026-10-27
Probity Advisors, Inc.
DECREASED71,202134,177-62,975-47%$3.4M$1.8M-$1.6M2026-10-23
Foundry Financial Group, Inc.
DECREASED71,10076,597-5,497-7%$1.9M$1.8M-$159.4K2026-10-28
Forvis Mazars Wealth Advisors, LLC
UNCHANGED69,01769,01700%$1.7M$1.7M-$20.0K2026-10-13
Fifth Third Bancorp
DECREASED67,83371,728-3,895-5%$1.8M$1.7M-$118.0K2026-11-05
Scissortail Wealth Management, LLC
INCREASED67,39566,756+639+1%$1.7M$1.7M-$3.4K2026-11-03
Bank of New York Mellon Corp
INCREASED67,23561,655+5,580+9%$1.6M$1.7M+$121.4K2026-11-05
Beacon Financial Group
INCREASED66,67166,048+623+1%$1.7M$1.7M-$3.6K2026-10-19
Hurley Capital, LLC
INCREASED66,24715,707+50,540+322%$396.6K$1.7M+$1.3M2026-11-05
Bullock Wealth Management Group
INCREASED63,65160,716+2,935+5%$1.5M$1.6M+$58.5K2026-10-09
Jacobi Capital Management LLC
INCREASED61,94656,027+5,919+11%$1.4M$1.5M+$131.5K2026-11-05
Jefferson Bridge Capital, LLC
INCREASED61,18957,496+3,693+6%$1.5M$1.5M+$75.5K2026-11-06
Princeton Global Asset Management LLC
DECREASED60,63662,335-1,699-3%$1.6M$1.5M-$60.5K2026-10-21
Cyr Financial Inc.
INCREASED60,51760,207+310+1%$1.5M$1.5M-$9.7K2026-10-16
Community Financial Services Group, LLC
INCREASED59,3009,112+50,188+551%$229.1K$1.5M+$1.2M2026-10-15
Barrett & Company, Inc.
UNCHANGED59,06259,06200%$1.5M$1.5M-$17.1K2026-10-22
Davenport & Co LLC
DECREASED58,66059,375-715-1%$1.5M$1.5M-$35.1K2026-10-14
Clearstead Advisors, LLC
INCREASED57,99953,227+4,772+9%$1.3M$1.4M+$103.7K2026-11-06
Gould Asset Management LLC
INCREASED57,53555,045+2,490+5%$1.4M$1.4M+$46.2K2026-11-06
Mendota Financial Group, LLC
INCREASED57,27356,645+628+1%$1.4M$1.4M-$7482026-10-07
Montecito Bank & Trust
INCREASED56,89755,536+1,361+2%$1.4M$1.4M+$17.9K2026-10-01
Farther Finance Advisors, LLC
INCREASED56,79055,489+1,301+2%$1.4M$1.4M+$16.4K2026-10-08
BridgePort Financial Solutions, LLC
DECREASED56,14656,409-2630%$1.4M$1.4M-$22.9K2026-11-02
Beaumont Financial Advisors, LLC
INCREASED55,16754,602+565+1%$1.4M$1.4M-$1.7K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED52,67537,112+15,563+42%$937.1K$1.3M+$377.7K2026-10-16
Briggs Wealth Management, Inc
DECREASED52,27454,595-2,321-4%$1.4M$1.3M-$73.8K2026-10-26
One Day In July LLC
DECREASED51,43851,786-348-1%$1.3M$1.3M-$23.7K2026-10-30
New England Private Wealth Advisors LLC
INCREASED50,8349,040+41,794+462%$227.4K$1.3M+$1.0M2026-10-19
Meitav Investment House LTD
DECREASED50,60258,123-7,521-13%$1.5M$1.3M-$204.8K2026-10-28
Aspen Wealth Management LLC
INCREASED49,43443,335+6,099+14%$1.1M$1.2M+$139.7K2026-10-14
Meridian Wealth Management, LLC
DECREASED49,13950,100-961-2%$1.3M$1.2M-$38.5K2026-11-05
Blue Square Asset Management, LLC
INCREASED47,44246,387+1,055+2%$1.2M$1.2M+$12.9K2026-11-02
Archford Capital Strategies, LLC
DECREASED47,21047,731-521-1%$1.2M$1.2M-$26.8K2026-10-19
Wesbanco Bank Inc
UNCHANGED45,55845,55800%$1.2M$1.1M-$13.2K2026-11-04
Valley Wealth Managers, Inc.
DECREASED44,07746,359-2,282-5%$1.2M$1.1M-$70.4K2026-10-09
Conrad Siegel Investment Advisors, Inc.
INCREASED43,84642,071+1,775+4%$1.1M$1.1M+$32.1K2026-10-08
Romano Brothers and Company
INCREASED43,26938,389+4,880+13%$969.3K$1.1M+$110.7K2026-10-22
One Plus One Wealth Management, LLC
DECREASED42,99358,657-15,664-27%$1.5M$1.1M-$408.0K2026-10-16
Diversify Wealth Management, LLC
NEW42,401—+42,401——$1.1M—2026-10-20
Diversify Advisory Services, LLC
NEW42,401—+42,401——$1.1M—2026-10-20
Paradigm, Strategies in Wealth Management, LLC
DECREASED41,61488,949-47,335-53%$2.2M$1.0M-$1.2M2026-10-16
StoneX Group Inc.
INCREASED40,35529,888+10,467+35%$754.7K$1.0M+$254.3K2026-11-03
Flagship Harbor Advisors, LLC
UNCHANGED39,94339,94300%$1.0M$997.0K-$11.6K2026-10-26
XY Planning Network, Inc.
INCREASED39,09638,881+215+1%$981.7K$975.8K-$5.9K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED38,16120,323+17,838+88%$513.2K$952.5K+$439.3K2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED37,60437,60400%$945.4K$937.8K-$7.6K2026-10-16
Balentine LLC
INCREASED35,85235,460+392+1%$895.4K$894.9K-$4932026-11-03
KOM Wealth Management Group, LLC
INCREASED35,51735,173+344+1%$888.1K$886.5K-$1.6K2026-10-15
Lewis Asset Management, LLC
NEW35,500—+35,500——$886.1K—2026-10-14
River's Edge Wealth Management, LLC
DECREASED34,14134,566-425-1%$870.7K$852.8K-$17.9K2026-10-19
Walleye Partners, LLC
INCREASED33,82733,705+122+0%$851.0K$844.3K-$6.7K2026-10-13
Focused Alpha, LLC
INCREASED33,74132,629+1,112+3%$823.9K$842.2K+$18.3K2026-10-20
Prosperity Planning, Inc.
UNCHANGED33,26533,26500%$840.0K$830.3K-$9.6K2026-10-09
4J Wealth Management LLC
DECREASED33,07833,460-382-1%$844.9K$825.6K-$19.2K2026-11-02
PNC Financial Services Group, Inc.
INCREASED33,05528,249+4,806+17%$713.3K$825.0K+$111.8K2026-11-06
Gilbert Capital Group, Inc.
DECREASED32,99052,547-19,557-37%$1.3M$823.4K-$503.4K2026-10-28
Scott Capital Advisors, LLC
INCREASED32,9379,117+23,820+261%$230.2K$821.8K+$591.6K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED32,62029,634+2,986+10%$748.2K$814.2K+$65.9K2026-10-15
Duncker Streett & Co Inc
INCREASED32,41332,057+356+1%$809.5K$809.0K-$4232026-10-27
Schuylkill Financial LLC
INCREASED32,05931,069+990+3%$784.5K$800.2K+$15.7K2026-10-21
KFG LLC
NEW31,442—+31,442——$784.8K—2026-11-02
DecisionMap Wealth Management, LLC
DECREASED31,05833,044-1,986-6%$834.4K$775.2K-$59.2K2026-10-29
Autumn Glory Partners, LLC
INCREASED30,02429,977+47+0%$756.9K$749.4K-$7.5K2026-10-26
Little House Capital LLC
DECREASED29,11429,639-525-2%$748.4K$726.7K-$21.7K2026-11-06
Peck Wealth Management, LLC
NEW29,080—+29,080——$725.8K—2026-10-29
Lee Financial Co
UNCHANGED28,90028,90000%$729.7K$721.3K-$8.4K2026-10-16
Accretive Wealth Partners, LLC
DECREASED28,88629,061-175-1%$733.8K$721.0K-$12.8K2026-11-06
Hengehold Capital Management LLC
DECREASED28,7641,520,952-1,492,188-98%$38.4M$717.9K-$37.7M2026-10-16
Straight Path Wealth Management
INCREASED28,28926,838+1,451+5%$677.7K$706.1K+$28.4K2026-10-23
First Interstate Bank
INCREASED25,74022,940+2,800+12%$579.2K$642.5K+$63.2K2026-10-23
Beacon Financial Planning, Inc
INCREASED25,00324,288+715+3%$613.3K$624.1K+$10.8K2026-11-04
ADG Wealth Management Group, LLC
DECREASED24,92025,003-830%$631.3K$622.0K-$9.3K2026-10-23
Redwood Financial Network Corp
INCREASED24,43524,071+364+2%$607.8K$609.9K+$2.1K2026-11-03
MGO One Seven LLC
INCREASED23,75423,702+52+0%$598.5K$592.9K-$5.6K2026-10-28
Stockman Wealth Management, Inc.
DECREASED23,34825,070-1,722-7%$633.0K$582.8K-$50.3K2026-10-27
Curbstone Financial Management Corp
DECREASED23,00025,600-2,600-10%$646.4K$574.1K-$72.3K2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED22,25022,25000%$561.8K$555.4K-$6.5K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED22,08910,147+11,942+118%$256.2K$551.3K+$295.1K2026-11-03
Atwater Malick LLC
UNCHANGED21,91821,91800%$553.4K$547.1K-$6.4K2026-10-15
WJ Wealth Management, LLC
INCREASED21,65021,100+550+3%$532.8K$540.4K+$7.6K2026-11-03
Farnam Financial LLC
INCREASED21,16112,532+8,629+69%$316.4K$528.6K+$212.2K2026-10-21
Tableaux LLC
DECREASED21,16024,526-3,366-14%$619.3K$528.2K-$91.1K2026-10-23
Johnson Bixby & Associates, LLC
INCREASED20,91120,865+46+0%$526.8K$521.9K-$4.9K2026-10-14
Clearstead Trust, LLC
INCREASED20,52716,986+3,541+21%$428.9K$512.4K+$83.5K2026-11-06
Robinson Smith Wealth Advisors LLC
INCREASED20,11720,048+69+0%$506.2K$502.1K-$4.1K2026-10-22
Ellis Investment Partners, LLC
INCREASED19,99419,218+776+4%$485.3K$499.1K+$13.8K2026-10-21
Indivisible Partners
INCREASED19,49217,705+1,787+10%$447.0K$486.5K+$39.5K2026-10-26
Alterna Wealth Management, Inc
DECREASED19,11522,965-3,850-17%$579.9K$477.1K-$102.8K2026-10-27
Robbins Farley
INCREASED18,45817,647+811+5%$445.6K$460.7K+$15.1K2026-10-21
Schmidt P J Investment Management Inc
UNCHANGED18,13218,13200%$457.8K$452.6K-$5.3K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED18,00022,361-4,361-19%$564.6K$449.3K-$115.3K2026-10-08
XML Financial, LLC
INCREASED17,94313,168+4,775+36%$332.5K$447.9K+$115.4K2026-10-29
Moors & Cabot, Inc.
INCREASED17,08016,261+819+5%$410.6K$426.3K+$15.7K2026-11-06
Wiregrass Investment Management LLC
UNCHANGED17,00017,00000%$429.3K$424.3K-$4.9K2026-11-05
S.E.E.D. Planning Group LLC
DECREASED16,96717,964-997-6%$453.6K$423.5K-$30.1K2026-10-07
Bedel Financial Consulting, Inc.
NEW16,545—+16,545——$413.0K—2026-11-06
Simon Quick Advisors, LLC
INCREASED16,50216,343+159+1%$412.7K$411.9K-$7822026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED16,13916,13900%$407.5K$402.8K-$4.7K2026-10-23
Oppenheimer & Co Inc
INCREASED16,02915,516+513+3%$391.8K$400.1K+$8.3K2026-10-26
Alliance Wealth Advisors, LLC
DECREASED15,89317,629-1,736-10%$445.1K$396.7K-$48.4K2026-10-28
Financial Advisory Corp
INCREASED15,47612,443+3,033+24%$314.2K$386.3K+$72.1K2026-10-14
Crusonia Wealth Advisors LLC
INCREASED15,28814,578+710+5%$368.1K$381.6K+$13.5K2026-10-26
1900 Wealth Management LLC
INCREASED15,17813,819+1,359+10%$348.9K$378.9K+$29.9K2026-10-13
Fortune Financial Group, Inc.
INCREASED15,16113,582+1,579+12%$342.9K$378.4K+$35.5K2026-10-22
Level Four Advisory Services, LLC
NEW14,502—+14,502——$362.0K—2026-11-06
Ledyard National Bank
DECREASED14,50014,923-423-3%$376.8K$361.9K-$14.9K2026-10-21
Patriot Investment Management Group, Inc.
INCREASED14,49313,693+800+6%$345.7K$361.7K+$16.0K2026-10-15
Welch & Forbes LLC
NEW14,263—+14,263——$356.0K—2026-11-04
Yoder Wealth Management, Inc.
INCREASED13,9758,375+5,600+67%$211.5K$348.8K+$137.3K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED13,54813,466+82+1%$340.0K$338.2K-$1.9K2026-10-20
Valley Forge Investment Consultants Inc ADV
UNCHANGED13,24713,24700%$334.5K$330.6K-$3.8K2026-11-03
Asset One Wealth Management LLC
NEW13,244—+13,244——$330.6K—2026-11-02
Cypress Wealth Services, LLC
UNCHANGED13,17113,17100%$332.6K$328.2K-$4.3K2026-10-21
Bank of New Hampshire
DECREASED13,15013,400-250-2%$338.4K$328.2K-$10.1K2026-10-06
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED13,13913,13900%$331.8K$328.0K-$3.8K2026-10-13
FF Advisors,LLC
DECREASED13,07416,011-2,937-18%$404.3K$326.3K-$78.0K2026-10-21
Old Mission Investment Co LLC
UNCHANGED12,97312,97300%$327.6K$323.8K-$3.8K2026-10-22
Koshinski Asset Management, Inc.
INCREASED12,85112,846+5+0%$324.4K$320.8K-$3.6K2026-10-29
Naples Global Advisors, LLC
DECREASED12,84013,095-255-2%$330.6K$320.5K-$10.2K2026-11-05
Brookstone Capital Management
DECREASED12,75329,903-17,150-57%$755.1K$318.3K-$436.7K2026-10-22
Gamma Investing LLC
INCREASED12,74511,546+1,199+10%$291.5K$318.1K+$26.6K2026-10-08
Aprio Wealth Management, LLC
INCREASED12,6269,080+3,546+39%$229.3K$315.1K+$85.9K2026-10-28
True Private Wealth Advisors
NEW12,424—+12,424——$310.1K—2026-10-19
Ferguson Johnson Wealth Management Inc
UNCHANGED12,21012,21000%$308.0K$304.8K-$3.3K2026-11-05
ProVise Management Group, LLC
INCREASED12,17011,820+350+3%$298.5K$303.8K+$5.3K2026-11-06
Strategic Blueprint, LLC
NEW12,098—+12,098——$302.0K—2026-10-22
Next Level Wealth Planning, LLC
UNCHANGED11,90111,90100%$300.5K$297.0K-$3.5K2026-10-29
Berkshire Money Management, Inc.
UNCHANGED11,68711,68700%$295.1K$291.7K-$3.4K2026-10-21
Sarver Vrooman Wealth Advisors
DECREASED11,55011,652-102-1%$293.3K$288.3K-$5.1K2026-10-01
Journey Advisory Group, LLC
UNCHANGED11,50011,50000%$290.4K$287.0K-$3.3K2026-11-04
Midland Wealth Advisors, LLC
DECREASED11,39815,838-4,440-28%$399.9K$284.5K-$115.4K2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED11,20011,20000%$282.8K$279.6K-$3.2K2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED11,10011,10000%$280.3K$277.1K-$3.2K2026-10-23
Ballast Rock Private Wealth LLC
NEW10,990—+10,990——$274.3K—2026-10-26
Pine Haven Investment Counsel, Inc
INCREASED10,85010,050+800+8%$253.8K$270.8K+$17.1K2026-11-02
Dudley Capital Management, LLC
INCREASED10,50010,300+200+2%$260.1K$262.1K+$2.0K2026-10-23
Highland Financial Advisors, LLC
UNCHANGED10,16210,16200%$256.6K$253.6K-$2.9K2026-10-19
McGuire Investment Group, LLC
DECREASED9,86811,158-1,290-12%$281.7K$246.3K-$35.4K2026-10-23
Choreo, LLC
INCREASED9,6637,998+1,665+21%$201.9K$241.2K+$39.2K2026-10-28
Spire Wealth Management
UNCHANGED9,5939,59300%$242.2K$239.5K-$2.8K2026-10-30
Gradient Capital Advisors, LLC
UNCHANGED9,5329,53200%$240.7K$237.9K-$2.8K2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED9,5159,51500%$240.2K$237.5K-$2.8K2026-10-16
Carson Advisory Inc.
DECREASED9,42610,265-839-8%$259.2K$235.3K-$23.9K2026-11-06
Vise Technologies, Inc.
INCREASED9,3979,198+199+2%$232.2K$234.5K+$2.3K2026-10-29
Wealth Advisory Solutions, LLC
UNCHANGED9,3539,35300%$236.2K$233.5K-$2.7K2026-10-20
KPP Advisory Services LLC
INCREASED9,3208,870+450+5%$224.0K$232.6K+$8.7K2026-10-26
Trust Point Inc.
DECREASED9,19313,267-4,074-31%$335.0K$229.5K-$105.5K2026-10-27
Csenge Advisory Group
INCREASED9,1928,973+219+2%$226.6K$229.4K+$2.9K2026-11-04
Arnold Financial Planning LLC
UNCHANGED8,9108,91000%$225.0K$222.4K-$2.6K2026-10-20
Anchor Capital Advisors LLC
UNCHANGED8,6048,60400%$217.3K$214.8K-$2.5K2026-11-05
Whitener Capital Management, Inc.
UNCHANGED8,6008,60000%$217.2K$214.7K-$2.5K2026-10-15
Marathon Capital Management
NEW8,400—+8,400——$209.7K—2026-10-23
Summit Place Financial Advisors, LLC
NEW8,400—+8,400——$209.7K—2026-10-23
Cooper S Advisors, LLC
UNCHANGED8,2308,23000%$207.8K$205.4K-$2.4K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED8,0008,00000%$202.0K$199.7K-$2.3K2026-10-23
Phillips Financial Management, LLC
UNCHANGED7,5237,52300%$190.0K$187.8K-$2.2K2026-10-19
Ascentis Independent Advisors
NEW5,650—+5,650——$141.0K—2026-11-03
Private Trust Co NA
DECREASED5,0846,170-1,086-18%$155.8K$126.9K-$28.9K2026-10-20
Pinnacle Bancorp, Inc.
INCREASED4,7982,000+2,798+140%$50.5K$119.8K+$69.3K2026-10-21
Align Financial, LLC
UNCHANGED4,7884,78800%$120.9K$119.5K-$1.4K2026-10-16
Pittenger & Anderson Inc
UNCHANGED4,1404,14000%$104.5K$103.3K-$1.2K2026-11-02
Phillip James Consulting Co.
NEW3,940—+3,940——$98.3K—2026-11-03
Bokf, NA
NEW3,891—+3,891——$97.1K—2026-10-27
Blue Trust, Inc.
INCREASED3,6452,687+958+36%$67.9K$91.0K+$23.1K2026-10-15
Trust Co
INCREASED3,1942,675+519+19%$67.5K$79.7K+$12.2K2026-10-09
Addison Advisors LLC
INCREASED3,1352,895+240+8%$73.1K$78.3K+$5.2K2026-11-06
Hyposwiss Advisors SA
UNCHANGED2,7402,74000%$69.2K$68.4K-$7952026-10-26
Asset Dedication, LLC
DECREASED2,5702,656-86-3%$67.1K$64.1K-$2.9K2026-11-03
NBH Bank
DECREASED2,4423,374-932-28%$85.2K$61.0K-$24.2K2026-11-05
Coastline Trust Co
DECREASED2,2662,565-299-12%$64.8K$56.6K-$8.2K2026-10-01
Y.D. More Investments Ltd
INCREASED2,1081,513+595+39%$38.2K$52.6K+$14.4K2026-11-02
Burkett Financial Services, LLC
INCREASED2,0592,037+22+1%$51.4K$51.4K-$272026-10-01
Miller Global Investments, LLC
UNCHANGED1,9951,99500%$50.4K$49.8K-$5792026-10-02
Legacy Bridge, LLC
UNCHANGED1,9001,90000%$48.0K$47.4K-$5512026-10-28
Birch Financial Group, LLC
NEW1,724—+1,724——$43.0K—2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED1,6081,60800%$40.6K$40.1K-$4662026-10-15
United Community Bank
DECREASED1,4002,198-798-36%$55.5K$34.9K-$20.6K2026-10-28
Eastern Bank
UNCHANGED1,3251,32500%$33.5K$33.1K-$3842026-10-05
Pension & Wealth Management Advisors, Inc.
NEW998—+998——$24.9K—2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED86586500%$21.8K$21.6K-$2512026-10-15
Biltmore Family Office, LLC
UNCHANGED65065000%$16.4K$16.2K-$1892026-11-03
AlphaCore Capital LLC
UNCHANGED61061000%$15.4K$15.2K-$1772026-11-04
Financial Consulate, Inc
NEW321—+321——$8.0K—2026-10-23
First Premier Bank
UNCHANGED30230200%$8$8$02026-10-13
IMG Wealth Management, Inc.
NEW209—+209——$5.2K—2026-10-27
Hoey Investments, Inc
UNCHANGED13513500%$3.4K$3.4K-$392026-10-29
Evolution Wealth Management Inc.
UNCHANGED13113100%$3.3K$3.3K-$382026-10-28
Root Financial Partners, LLC
NEW64—+64——$1.6K—2026-10-21
Key Capital Management, Inc
NEW48—+48——$1.2K—2026-11-03
Citigroup Inc
NEW1—+1——$25—2026-11-04
CGN Advisors LLC
CLOSED044,928-44,928-100%$1.1M$0-$1.1M2026-10-21
Baker Boyer National Bank
CLOSED026,706-26,706-100%$674.3K$0-$674.3K2026-11-05
Keystone Wealth Services, LLC
CLOSED010,402-10,402-100%$262.7K$0-$262.7K2026-11-03
Newman Dignan & Sheerar, Inc.
CLOSED09,077-9,077-100%$229.2K$0-$229.2K2026-10-21
Advisor OS, LLC
CLOSED08,653-8,653-100%$218.5K$0-$218.5K2026-11-03
International Assets Investment Management, LLC
CLOSED02,690-2,690-100%$67.6K$0-$67.6K2026-11-02
JFS Wealth Advisors, LLC
CLOSED01,165-1,165-100%$29.4K$0-$29.4K2026-11-03
Fairway Wealth LLC
CLOSED01,100-1,100-100%$27.8K$0-$27.8K2026-10-30
AdvisorNet Financial, Inc
CLOSED0804-804-100%$20.3K$0-$20.3K2026-10-15
Bank of America Corp
N/A—9,526,329-9,526,329-100%$240.5M———
Mercer Global Advisors Inc
N/A—5,532,094-5,532,094-100%$139.7M———
Morgan Stanley
N/A—4,818,723-4,818,723-100%$121.7M———
UBS Group AG
N/A—3,771,658-3,771,658-100%$95.2M———
Capital Advisors Inc
N/A—3,572,252-3,572,252-100%$90.2M———
Raymond James Financial Inc
N/A—3,315,601-3,315,601-100%$83.7M———
HM Payson & Co
N/A—3,174,609-3,174,609-100%$80.2M———
HighTower Advisors, LLC
N/A—1,821,559-1,821,559-100%$46.0M———
Ameriprise Financial Inc
N/A—1,718,025-1,718,025-100%$43.4M———
Royal Bank of Canada
N/A—1,675,867-1,675,867-100%$42.3M———
Sound View Wealth Advisors Group, LLC
N/A—1,666,571-1,666,571-100%$42.1M———
Wells Fargo & Company
N/A—1,624,267-1,624,267-100%$41.0M———
Summitry LLC
N/A—1,507,612-1,507,612-100%$38.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,090,554-1,090,554-100%$27.5M———
Summit Financial, LLC
N/A—1,089,727-1,089,727-100%$27.5M———
Captrust Financial Advisors
N/A—1,070,569-1,070,569-100%$27.0M———
Stifel Financial Corp
N/A—1,067,372-1,067,372-100%$27.0M———
NewEdge Advisors, LLC
N/A—850,687-850,687-100%$21.5M———
Benjamin Edwards Inc
N/A—778,356-778,356-100%$19.7M———
BlackRock, Inc.
N/A—673,567-673,567-100%$17.0M———
Spinnaker Trust
N/A—639,228-639,228-100%$16.1M———
Sanctuary Advisors, LLC
N/A—612,638-612,638-100%$15.5M———
Bank of the Bluegrass & Trust Co.
N/A—577,001-577,001-100%$14.4M———
Northwestern Mutual Wealth Management Co
N/A—533,006-533,006-100%$13.5M———
Stratos Wealth Partners, Ltd.
N/A—527,531-527,531-100%$13.3M———
Focus Partners Wealth
N/A—511,450-511,450-100%$12.9M———
Snowden Capital Advisors LLC
N/A—509,515-509,515-100%$12.9M———
Peloton Wealth Strategists
N/A—411,188-411,188-100%$10.4M———
Northstar Group, Inc.
N/A—392,466-392,466-100%$9.9M———
Beacon Pointe Advisors, LLC
N/A—380,094-380,094-100%$9.6M———
Envestnet Asset Management Inc
N/A—368,353-368,353-100%$9.3M———
Global Retirement Partners, LLC
N/A—364,874-364,874-100%$9.2M———
Cetera Investment Advisers
N/A—356,117-356,117-100%$9.0M———
EP Wealth Advisors, LLC
N/A—344,113-344,113-100%$8.7M———
Eight 31 Financial, LLC
N/A—320,900-320,900-100%$8.1M———
Composition Wealth, LLC
N/A—300,201-300,201-100%$7.6M———
Janney Montgomery Scott LLC
N/A—296,407-296,407-100%$7.5M———
Integrated Wealth Concepts LLC
N/A—289,705-289,705-100%$7.3M———
Lbmc Investment Advisors, LLC
N/A—280,115-280,115-100%$7.1M———
Jones Financial Companies Lllp
N/A—272,590-272,590-100%$6.9M———
United Capital Financial Advisors, LLC
N/A—267,703-267,703-100%$6.8M———
Heartland Bank & Trust Co
N/A—247,322-247,322-100%$6.2M———
Cheviot Value Management, LLC
N/A—244,851-244,851-100%$6.2M———
Harbor Advisory Corp
N/A—242,577-242,577-100%$6.1M———
Houlihan Financial Resource Group, Ltd.
N/A—230,329-230,329-100%$5.8M———
Leavell Investment Management, Inc.
N/A—228,180-228,180-100%$5.8M———
Osaic Holdings, Inc.
N/A—227,792-227,792-100%$5.8M———
Wick Capital Partners, LLC
N/A—223,896-223,896-100%$5.7M———
Atlantic Union Bankshares Corp
N/A—212,420-212,420-100%$5.4M———
Winthrop Partners - WNY, LLC
N/A—211,849-211,849-100%$5.3M———
Hancock Whitney Corp
N/A—202,966-202,966-100%$5.1M———
Crews Bank & Trust
N/A—200,155-200,155-100%$5.1M———
OneDigital Investment Advisors LLC
N/A—194,537-194,537-100%$4.9M———
Centric Wealth Management
N/A—182,808-182,808-100%$4.6M———
Kintra Wealth, LLC
N/A—174,257-174,257-100%$4.4M———
Madden Advisory Services, Inc.
N/A—153,604-153,604-100%$3.9M———
Covington Investment Advisors Inc.
N/A—146,328-146,328-100%$3.7M———
Godshalk Welsh Capital Management, Inc.
N/A—144,850-144,850-100%$3.7M———
Stonebrook Private Inc.
N/A—132,496-132,496-100%$3.3M———
Mariner, LLC
N/A—127,958-127,958-100%$3.2M———
Roble, Belko & Company, Inc
N/A—124,054-124,054-100%$3.1M———
AssuredPartners Investment Advisors, LLC
N/A—112,785-112,785-100%$2.8M———
First Manhattan Co. Llc.
N/A—112,377-112,377-100%$2.8M———
JPMorgan Chase & Co
N/A—99,707-99,707-100%$2.5M———
Modern Wealth Management, LLC
N/A—97,557-97,557-100%$2.5M———
FourThought Financial Partners, LLC
N/A—96,458-96,458-100%$2.4M———
Fortis Capital Management LLC
N/A—87,159-87,159-100%$2.2M———
Coldstream Capital Management Inc
N/A—86,292-86,292-100%$2.2M———
Hills Bank & Trust Co
N/A—82,444-82,444-100%$2.1M———
IFG Advisory, LLC
N/A—80,005-80,005-100%$2.0M———
TFR Capital, Llc.
N/A—76,496-76,496-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—74,617-74,617-100%$1.9M———
Equitable Holdings, Inc.
N/A—70,773-70,773-100%$1.8M———
Meiji Yasuda Life Insurance Co
N/A—70,000-70,000-100%$1.8M———
Wrapmanager Inc
N/A—69,515-69,515-100%$1.8M———
Reliant Wealth Planning
N/A—69,355-69,355-100%$1.8M———
Advance Capital Management, Inc.
N/A—59,935-59,935-100%$1.5M———
Smith, Moore & Co.
N/A—55,736-55,736-100%$1.4M———
Cary Street Partners Financial LLC
N/A—55,590-55,590-100%$1.4M———
Baron Silver Stevens Financial Advisors, LLC
N/A—54,236-54,236-100%$1.4M———
Jane Street Group, LLC
N/A—53,843-53,843-100%$1.4M———
Old Mission Capital LLC
N/A—50,118-50,118-100%$1.3M———
AlTi Global, Inc.
N/A—49,825-49,825-100%$1.3M———
Drive Wealth Management, LLC
N/A—49,213-49,213-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—49,199-49,199-100%$1.2M———
Farmers National Bank
N/A—47,792-47,792-100%$1.2M———
Neuberger Berman Group LLC
N/A—46,763-46,763-100%$1.2M———
Baird Financial Group, Inc.
N/A—46,298-46,298-100%$1.2M———
Private Advisor Group, LLC
N/A—44,431-44,431-100%$1.1M———
AQR Capital Management LLC
N/A—39,500-39,500-100%$997.4K———
Belpointe Asset Management LLC
N/A—39,357-39,357-100%$993.8K———
First National Bank & Trust Co of Newtown
N/A—38,550-38,550-100%$971.1K———
MidFirst Bank
N/A—38,477-38,477-100%$971.5K———
Cerity Partners LLC
N/A—36,273-36,273-100%$915.9K———
Granite Harbor Advisors, Inc.
N/A—35,476-35,476-100%$895.8K———
CVA Family Office, LLC
N/A—33,960-33,960-100%$857.5K———
Foundations Investment Advisors, LLC
N/A—33,924-33,924-100%$856.6K———
Element Wealth, LLC
N/A—31,959-31,959-100%$807.0K———
BFC Planning, Inc.
N/A—31,057-31,057-100%$784.2K———
Mosaic Family Wealth Partners, LLC
N/A—31,021-31,021-100%$783.3K———
MML Investors Services, LLC
N/A—30,298-30,298-100%$765.0K———
Summit Wealth Partners, LLC
N/A—29,661-29,661-100%$748.9K———
Stokes Family Office, LLC
N/A—27,165-27,165-100%$685.9K———
Dearborn Partners LLC
N/A—27,078-27,078-100%$683.7K———
Van Hulzen Asset Management, LLC
N/A—26,369-26,369-100%$665.8K———
Dorsey & Whitney Trust Co LLC
N/A—26,000-26,000-100%$656.5K———
Fiduciary Financial Advisors
N/A—25,775-25,775-100%$650.8K———
Freestone Capital Holdings, LLC
N/A—24,523-24,523-100%$619.2K———
Thoroughbred Financial Services, LLC
N/A—24,435-24,435-100%$616.0K———
Waverly Advisors, LLC
N/A—23,227-23,227-100%$586.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—21,712-21,712-100%$548.2K———
American Trust
N/A—21,548-21,548-100%$544.1K———
Advisory Services Network, LLC
N/A—20,905-20,905-100%$527.9K———
Gilbert & Cook, Inc.
N/A—19,460-19,460-100%$491.4K———
Mutual Advisors, LLC
N/A—19,127-19,127-100%$483.0K———
Round Rock Advisors LLC
N/A—18,302-18,302-100%$462.1K———
Ancora Advisors LLCA
N/A—17,999-17,999-100%$454.5K———
Principal Securities, Inc.
N/A—17,628-17,628-100%$445.1K———
Summit Trail Advisors, LLC
N/A—16,350-16,350-100%$412.8K———
Steward Partners Investment Advisory, LLC
N/A—15,940-15,940-100%$402.5K———
American Money Management, LLC
N/A—15,046-15,046-100%$379.9K———
CIBC Bancorp USA Inc.
N/A—13,360-13,360-100%$337.4K———
Susquehanna International Group, LLP
N/A—13,077-13,077-100%$330.2K———
SageView Advisory Group, LLC
N/A—13,054-13,054-100%$329.6K———
Nwam LLC
N/A—12,276-12,276-100%$310.0K———
Kingsview Wealth Management, LLC
N/A—12,266-12,266-100%$309.7K———
Black Swift Group, LLC
N/A—12,225-12,225-100%$308.7K———
Rothschild Wealth LLC
N/A—11,390-11,390-100%$287.6K———
Spartan Wealth Advisory Services LLC
N/A—10,790-10,790-100%$272.4K———
Seeds Investor LLC
N/A—10,502-10,502-100%$265.2K———
Betterment LLC
N/A—9,544-9,544-100%$241.0K———
Shufro Rose & Co LLC
N/A—9,000-9,000-100%$227.3K———
Harbour Investments, Inc.
N/A—8,777-8,777-100%$221.6K———
Mayflower Financial Advisors, LLC
N/A—8,776-8,776-100%$221.6K———
Wealthspire Advisors, LLC
N/A—8,639-8,639-100%$218.1K———
Scotia Capital Inc.
N/A—8,100-8,100-100%$204.5K———
Alesco Advisors, LLC, An ESL Co
N/A—8,010-8,010-100%$202.3K———
Bogart Wealth, LLC
N/A—7,980-7,980-100%$201.5K———
AE Wealth Management LLC
N/A—7,876-7,876-100%$198.9K———
FMR LLC
N/A—6,000-6,000-100%$151.5K———
Anchor Bay Capital, Inc.
N/A—4,145-4,145-100%$104.3K———
CNB Bank
N/A—3,973-3,973-100%$100.3K———
HHM Wealth Advisors, LLC
N/A—3,600-3,600-100%$90.9K———
Truvestments Capital LLC
N/A—3,203-3,203-100%$80.9K———
Ballast Advisors LLC
N/A—2,972-2,972-100%$75.0K———
Front Row Advisors LLC
N/A—2,350-2,350-100%$59.1K———
Aptus Capital Advisors, LLC
N/A—1,910-1,910-100%$48.2K———
JDM Financial Group LLC
N/A—1,303-1,303-100%$32.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—974-974-100%$24.6K———
Colonial Trust Co / SC
N/A—800-800-100%$20.2K———
Vanguard Advisers Inc
N/A—685-685-100%$17.3K———
Venturi Wealth Management, LLC
N/A—658-658-100%$16.6K———
Bank of Montreal
N/A—600-600-100%$15.1K———
Mcguire Capital Advisors Inc
N/A—560-560-100%$14.1K———
Bartlett & Co. Wealth Management LLC
N/A—500-500-100%$12.6K———
Logan Capital Management Inc
N/A—269-269-100%$6.8K———
Tower Research Capital LLC (TRC)
N/A—121-121-100%$3.1K———
Showing 467 of 467 institutions