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Ishares ESG Aware US Aggrega (EAGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,061,547 from 995,963
Change+65,584 (+7%)
Value$48.0M (+$816.4K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares940,206 from 878,393
Change+61,813 (+7%)
Value$42.5M (+$899.7K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares478,785 from 544,648
Change-65,863 (-12%)
Value$21.2M (-$3.7M)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares454,060 from 455,646
Change-1,586 (0%)
Value$20.5M (-$1.1M)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares368,424 from 367,233
Change+1,191 (+0%)
Value$16.7M (-$739.3K)
Filed 2026-10-05
Truist Financial Corp
INCREASED
Shares365,022 from 354,979
Change+10,043 (+3%)
Value$16.5M (-$312.3K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares359,246 from 361,452
Change-2,206 (-1%)
Value$16.2M (-$909.0K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares340,622 from 309,924
Change+30,698 (+10%)
Value$15.4K (-$14.7M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares266,405 from 258,330
Change+8,075 (+3%)
Value$12.1K (-$12.2M)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares264,365 from 258,165
Change+6,200 (+2%)
Value$12.0M (-$277.1K)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares251,660 from 236,196
Change+15,464 (+7%)
Value$11.4M (+$254.2K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares251,404 from 240,524
Change+10,880 (+5%)
Value$11.4M (-$27.2K)
Filed 2026-10-14
Accredited Investors Inc.
DECREASED
Shares248,113 from 286,286
Change-38,173 (-13%)
Value$11.2M (-$2.3M)
Filed 2026-11-03
Joel Adams & Associates, Inc.
INCREASED
Shares245,265 from 230,463
Change+14,802 (+6%)
Value$11.1M (+$172.0K)
Filed 2026-11-02
Wesbanco Bank Inc
INCREASED
Shares238,896 from 232,750
Change+6,146 (+3%)
Value$10.8M (-$224.6K)
Filed 2026-11-04
Affinity Capital Advisors, LLC
INCREASED
Shares232,869 from 199,212
Change+33,657 (+17%)
Value$10.5M (+$1.1M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares222,408 from 200,319
Change+22,089 (+11%)
Value$10.1M (+$566.8K)
Filed 2026-10-21
Garde Capital, Inc.
INCREASED
Shares221,964 from 209,602
Change+12,362 (+6%)
Value$10.0M (+$106.6K)
Filed 2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares201,872 from 208,970
Change-7,098 (-3%)
Value$9.1M (-$772.6K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares186,075 from 173,461
Change+12,614 (+7%)
Value$8.4M (+$196.1K)
Filed 2026-11-02
eCIO, Inc.
INCREASED
Shares183,606 from 164,204
Change+19,402 (+12%)
Value$8.3M (+$504.9K)
Filed 2026-11-02
Bluestem Financial Advisors, LLC
INCREASED
Shares168,882 from 154,210
Change+14,672 (+10%)
Value$7.6M (+$330.8K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares166,478 from 148,835
Change+17,643 (+12%)
Value$7.5M (+$476.8K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares155,245 from 116,709
Change+38,536 (+33%)
Value$7.0M (+$1.5M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares150,873 from 152,746
Change-1,873 (-1%)
Value$6.8M (-$414.7K)
Filed 2026-11-05
Mascoma Wealth Management LLC
INCREASED
Shares147,996 from 143,276
Change+4,720 (+3%)
Value$6.7M (-$95.9K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares138,356 from 142,142
Change-3,786 (-3%)
Value$6.3M (-$478.3K)
Filed 2026-10-16
rebel Financial LLC
INCREASED
Shares125,935 from 122,067
Change+3,868 (+3%)
Value$5.7M (-$88.6K)
Filed 2026-11-04
Principal Financial Group Inc
UNCHANGED
Shares123,043 from 123,043
Change0 (0%)
Value$5.6M (-$265.8K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares122,341 from 122,989
Change-648 (-1%)
Value$5.5M (-$295.0K)
Filed 2026-10-21
Stewardship Advisors, LLC
DECREASED
Shares111,661 from 112,243
Change-582 (-1%)
Value$5.1M (-$268.8K)
Filed 2026-10-20
Wealth Architects, LLC
INCREASED
Shares108,778 from 105,802
Change+2,976 (+3%)
Value$4.9M (-$93.9K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares103,288 from 109,273
Change-5,985 (-5%)
Value$4.7M (-$481.7K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED
Shares102,816 from 120,842
Change-18,026 (-15%)
Value$4.7M (-$1.1M)
Filed 2026-10-23
Sharkey, Howes & Javer
DECREASED
Shares93,710 from 100,768
Change-7,058 (-7%)
Value$4.2M (-$537.0K)
Filed 2026-10-22
True Blue Financial, LLC
NEW
Shares90,164
Change+90,164
Value$4.1M
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares80,551 from 77,229
Change+3,322 (+4%)
Value$3.6M (-$16.5K)
Filed 2026-11-03
Sentinel Pension Advisors, LLC
INCREASED
Shares79,305 from 78,289
Change+1,016 (+1%)
Value$3.6M (-$93.4K)
Filed 2026-11-02
Neumann Capital Management, LLC
NEW
Shares77,113
Change+77,113
Value$3.5M
Filed 2026-10-15
Invera Wealth Advisors, LLC
INCREASED
Shares72,155 from 49,104
Change+23,051 (+47%)
Value$3.3M (+$937.0K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
INCREASED
Shares71,078 from 68,155
Change+2,923 (+4%)
Value$3.2M (-$15.0K)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares70,459 from 69,057
Change+1,402 (+2%)
Value$3.2M (-$85.7K)
Filed 2026-10-20
Brewster Financial Planning LLC
INCREASED
Shares68,816 from 49,055
Change+19,761 (+40%)
Value$3.1M (+$788.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares68,497 from 72,614
Change-4,117 (-6%)
Value$3.1M (-$343.2K)
Filed 2026-10-08
Riverwater Partners LLC
INCREASED
Shares67,792 from 65,304
Change+2,488 (+4%)
Value$3.1M (-$28.5K)
Filed 2026-11-03
Mallini Complete Financial Planning LLC
INCREASED
Shares66,590 from 64,694
Change+1,896 (+3%)
Value$3.0M (-$53.9K)
Filed 2026-10-06
Archer Investment Management, LLC
INCREASED
Shares62,788 from 48,269
Change+14,519 (+30%)
Value$2.8M (+$552.7K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares61,516 from 55,158
Change+6,358 (+12%)
Value$2.8M (+$168.5K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares60,657 from 62,734
Change-2,077 (-3%)
Value$2.7M (-$229.5K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares60,089 from 61,255
Change-1,166 (-2%)
Value$2.7M (-$185.1K)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares59,255 from 56,875
Change+2,380 (+4%)
Value$2.7M (-$15.2K)
Filed 2026-10-19
Omega Financial Group, LLC
DECREASED
Shares59,104 from 60,077
Change-973 (-2%)
Value$2.7M (-$173.8K)
Filed 2026-10-29
Sensenig Capital Advisors, Inc
INCREASED
Shares59,079 from 58,912
Change+167 (+0%)
Value$2.7M (-$119.7K)
Filed 2026-10-23
Eley Financial Management, Inc
INCREASED
Shares58,717 from 58,381
Change+336 (+1%)
Value$2.7M (-$110.9K)
Filed 2026-11-03
Foster Group, Inc.
DECREASED
Shares58,043 from 63,000
Change-4,957 (-8%)
Value$2.6M (-$360.4K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares56,436 from 51,057
Change+5,379 (+11%)
Value$2.6M (+$133.1K)
Filed 2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares53,949 from 53,791
Change+158 (+0%)
Value$2.4M (-$109.0K)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares52,168 from 49,416
Change+2,752 (+6%)
Value$2.4M (+$17.8K)
Filed 2026-10-26
Modera Wealth Management, LLC
INCREASED
Shares52,139 from 50,871
Change+1,268 (+2%)
Value$2.4M (-$52.5K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
INCREASED
Shares50,805 from 27,144
Change+23,661 (+87%)
Value$2.3M (+$1.0M)
Filed 2026-10-21
SigFig Wealth Management, LLC
INCREASED
Shares50,685 from 49,186
Change+1,499 (+3%)
Value$2.3M (-$48.3K)
Filed 2026-10-07
Midwest Financial Partners Investments, Inc.
INCREASED
Shares48,441 from 42,278
Change+6,163 (+15%)
Value$2.2M (+$187.6K)
Filed 2026-10-08
Alpine Bank Wealth Management
DECREASED
Shares48,322 from 63,401
Change-15,079 (-24%)
Value$2.2M (-$819.3K)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
INCREASED
Shares47,828 from 45,833
Change+1,995 (+4%)
Value$2.2M (-$8.7K)
Filed 2026-11-02
CX Institutional
DECREASED
Shares47,503 from 64,181
Change-16,678 (-26%)
Value$2.2K (-$893)
Filed 2026-10-02
Financial Planning Fort Collins, LLC
INCREASED
Shares45,844 from 45,516
Change+328 (+1%)
Value$2.1M (-$65.7K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares45,535 from 37,219
Change+8,316 (+22%)
Value$2.1M (+$295.9K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares44,740 from 43,378
Change+1,362 (+3%)
Value$2.0M (-$32.1K)
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED
Shares44,227 from 53,341
Change-9,114 (-17%)
Value$2.0M (-$527.6K)
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED
Shares43,397 from 42,264
Change+1,133 (+3%)
Value$2.0M (-$40.0K)
Filed 2026-10-26
Aspiriant, LLC
UNCHANGED
Shares43,218 from 43,218
Change0 (0%)
Value$2.0M (-$93.4K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
INCREASED
Shares42,172 from 41,465
Change+707 (+2%)
Value$1.9M (-$57.6K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares40,453 from 39,207
Change+1,246 (+3%)
Value$1.8M (-$28.3K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
INCREASED
Shares38,490 from 37,314
Change+1,176 (+3%)
Value$1.7M (-$27.4K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares37,796 from 35,572
Change+2,224 (+6%)
Value$1.7M (+$23.8K)
Filed 2026-10-21
Citizens Financial Group Inc
DECREASED
Shares35,185 from 35,717
Change-532 (-1%)
Value$1.6M (-$101.2K)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares34,924 from 38,674
Change-3,750 (-10%)
Value$1.6M (-$253.2K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares31,746 from 20,959
Change+10,787 (+51%)
Value$1.4M (+$469.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares31,746 from 20,959
Change+10,787 (+51%)
Value$1.4M (+$469.2K)
Filed 2026-10-20
First Heartland Consultants, Inc.
NEW
Shares30,541
Change+30,541
Value$1.4M
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares28,205 from 27,877
Change+328 (+1%)
Value$1.3M (-$45.4K)
Filed 2026-11-03
Mission Wealth Management, LP
INCREASED
Shares28,198 from 27,470
Change+728 (+3%)
Value$1.3M (-$26.4K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares28,152 from 27,356
Change+796 (+3%)
Value$1.3M (-$23.0K)
Filed 2026-11-04
ANB Bank
INCREASED
Shares27,459 from 27,228
Change+231 (+1%)
Value$1.2M (-$48.4K)
Filed 2026-10-09
Trust Co of Toledo NA
INCREASED
Shares26,067 from 24,570
Change+1,497 (+6%)
Value$1.2M (+$14.7K)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares25,228 from 23,451
Change+1,777 (+8%)
Value$1.1M (+$29.8K)
Filed 2026-10-16
Stonehearth Capital Management, LLC
DECREASED
Shares24,930 from 25,393
Change-463 (-2%)
Value$1.1M (-$75.8K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares24,874 from 23,980
Change+894 (+4%)
Value$1.1M (-$11.4K)
Filed 2026-10-14
RCS Financial Planning, LLC
INCREASED
Shares24,769 from 22,013
Change+2,756 (+13%)
Value$1.1M (+$77.1K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares24,604 from 24,442
Change+162 (+1%)
Value$1.1M (-$45.4K)
Filed 2026-11-04
WestHill Financial Advisors, Inc.
NEW
Shares24,433
Change+24,433
Value$1.1M
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares22,777 from 19,698
Change+3,079 (+16%)
Value$1.0M (+$96.8K)
Filed 2026-10-30
Symmetry Partners, LLC
INCREASED
Shares22,761 from 22,503
Change+258 (+1%)
Value$1.0M (-$36.9K)
Filed 2026-10-27
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares22,748 from 21,748
Change+1,000 (+5%)
Value$1.0M (-$1.7K)
Filed 2026-10-13
Tarbox Family Office, Inc.
NEW
Shares22,726
Change+22,726
Value$1.0M
Filed 2026-10-23
Wealth Advisory Team LLC
INCREASED
Shares22,065 from 21,841
Change+224 (+1%)
Value$998.5K (-$37.0K)
Filed 2026-11-05
Pictet Asset Management Holding SA
UNCHANGED
Shares21,016 from 21,016
Change0 (0%)
Value$951.0K (-$45.4K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares20,789 from 18,896
Change+1,893 (+10%)
Value$940.7K (+$44.8K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares20,553 from 20,743
Change-190 (-1%)
Value$930.0K (-$53.4K)
Filed 2026-10-14
Traveka Wealth, LLC
INCREASED
Shares20,489 from 19,557
Change+932 (+5%)
Value$927.1K (-$70)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares20,293 from 19,692
Change+601 (+3%)
Value$918.3K (-$15.4K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED
Shares20,259 from 19,670
Change+589 (+3%)
Value$916.7K (-$15.8K)
Filed 2026-10-19
Zenith Solutions, Inc.
DECREASED
Shares19,705 from 21,629
Change-1,924 (-9%)
Value$891.7K (-$133.8K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
DECREASED
Shares19,337 from 19,420
Change-83 (0%)
Value$875.0K (-$45.7K)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares19,303 from 14,842
Change+4,461 (+30%)
Value$873.5K (+$169.8K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
DECREASED
Shares19,002 from 19,290
Change-288 (-1%)
Value$859.8K (-$54.7K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares18,874 from 16,936
Change+1,938 (+11%)
Value$854.0K (+$51.1K)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares18,705 from 17,905
Change+800 (+4%)
Value$846.4K (-$2.5K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
INCREASED
Shares18,279 from 17,762
Change+517 (+3%)
Value$827.2K (-$14.9K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
UNCHANGED
Shares18,266 from 18,266
Change0 (0%)
Value$826.5K (-$39.5K)
Filed 2026-10-27
Trust Co
INCREASED
Shares17,913 from 16,472
Change+1,441 (+9%)
Value$810.6K (+$29.6K)
Filed 2026-10-09
Friedenthal Financial
INCREASED
Shares17,611 from 16,523
Change+1,088 (+7%)
Value$796.9K (+$13.5K)
Filed 2026-10-27
Sofi Wealth, LLC
DECREASED
Shares17,544 from 49,790
Change-32,246 (-65%)
Value$793.9K (-$1.6M)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares17,261 from 22,396
Change-5,135 (-23%)
Value$781.1K (-$280.7K)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares16,952 from 16,114
Change+838 (+5%)
Value$767.1K (+$3.1K)
Filed 2026-10-28
APS Management Group, Inc.
INCREASED
Shares16,397 from 16,222
Change+175 (+1%)
Value$742.0K (-$27.1K)
Filed 2026-10-14
North Berkeley Wealth Management, LLC
INCREASED
Shares16,150 from 13,778
Change+2,372 (+17%)
Value$730.8K (+$77.6K)
Filed 2026-11-02
Bangor Savings Bank
INCREASED
Shares16,035 from 15,353
Change+682 (+4%)
Value$725.6K (-$2.3K)
Filed 2026-10-06
Greenspring Advisors, LLC
INCREASED
Shares15,997 from 15,223
Change+774 (+5%)
Value$723.8K (+$2.1K)
Filed 2026-11-05
JB Capital LLC
INCREASED
Shares15,649 from 14,104
Change+1,545 (+11%)
Value$708.1K (+$39.5K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED
Shares15,523 from 15,247
Change+276 (+2%)
Value$702.4K (-$20.4K)
Filed 2026-10-20
FinArc Investments, Inc.
INCREASED
Shares15,316 from 15,164
Change+152 (+1%)
Value$693.0K (-$25.9K)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares15,145 from 16,589
Change-1,444 (-9%)
Value$685.3K (-$101.2K)
Filed 2026-10-07
Summit Wealth Group LLC / Co
DECREASED
Shares14,868 from 15,526
Change-658 (-4%)
Value$672.8K (-$63.3K)
Filed 2026-10-29
Valley National Advisers Inc
INCREASED
Shares14,771 from 13,007
Change+1,764 (+14%)
Value$668.4K (+$51.7K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares14,331 from 14,076
Change+255 (+2%)
Value$648.5K (-$20.8K)
Filed 2026-10-13
Orin Green Financial, LLC
INCREASED
Shares14,317 from 13,495
Change+822 (+6%)
Value$647.8K (+$8.0K)
Filed 2026-10-19
Factor Wealth Management LTD
INCREASED
Shares14,080 from 11,839
Change+2,241 (+19%)
Value$637.1K (+$75.8K)
Filed 2026-10-08
Truefg, LLC
INCREASED
Shares13,372 from 12,815
Change+557 (+4%)
Value$605.1K (-$2.5K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares13,213 from 14,850
Change-1,637 (-11%)
Value$597.9K (-$106.2K)
Filed 2026-10-14
Absolute Capital Management, LLC
INCREASED
Shares13,144 from 12,740
Change+404 (+3%)
Value$594.8K (-$9.2K)
Filed 2026-10-16
Ackerman Capital Advisors, LLC
INCREASED
Shares12,799 from 12,486
Change+313 (+3%)
Value$579.2K (-$12.8K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,796 from 5,433
Change+7,363 (+136%)
Value$579.0K (+$321.4K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares12,690 from 12,194
Change+496 (+4%)
Value$574.2K (-$3.9K)
Filed 2026-10-30
Presilium Private Wealth, LLC
DECREASED
Shares12,639 from 13,682
Change-1,043 (-8%)
Value$571.9K (-$76.7K)
Filed 2026-10-26
CGN Advisors LLC
NEW
Shares12,496
Change+12,496
Value$565.4K
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares12,226 from 11,123
Change+1,103 (+10%)
Value$553.2K (+$25.9K)
Filed 2026-10-26
MBE Wealth Management, LLC
INCREASED
Shares12,188 from 11,260
Change+928 (+8%)
Value$551.5K (+$17.7K)
Filed 2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares12,166 from 14,080
Change-1,914 (-14%)
Value$550.5K (-$117.0K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED
Shares12,048 from 11,845
Change+203 (+2%)
Value$545.2K (-$16.4K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares11,936 from 11,915
Change+21 (+0%)
Value$540.1K (-$24.8K)
Filed 2026-10-16
Curtis Advisory Group, LLC
UNCHANGED
Shares11,929 from 11,929
Change0 (0%)
Value$539.8K (-$25.8K)
Filed 2026-10-28
XY Planning Network, Inc.
NEW
Shares11,723
Change+11,723
Value$530.5K
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares11,541 from 11,668
Change-127 (-1%)
Value$522.2K (-$31.0K)
Filed 2026-11-05
Livet Wealth, LLC
INCREASED
Shares11,186 from 11,127
Change+59 (+1%)
Value$506.2K (-$21.4K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
INCREASED
Shares10,871 from 9,600
Change+1,271 (+13%)
Value$500.2K (+$45.0K)
Filed 2026-10-30
Univest Financial Corp
NEW
Shares10,708
Change+10,708
Value$484.5K
Filed 2026-11-05
Cornerstone Planning Group LLC
INCREASED
Shares10,201 from 8,631
Change+1,570 (+18%)
Value$461.9K (+$58.5K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares10,172
Change+10,172
Value$460.3K
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares9,839 from 11,769
Change-1,930 (-16%)
Value$445.2K (-$112.8K)
Filed 2026-10-22
CWC Advisors, Llc.
INCREASED
Shares9,722 from 9,720
Change+2 (+0%)
Value$439.9K (-$20.9K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
DECREASED
Shares9,716 from 13,827
Change-4,111 (-30%)
Value$440.1K (-$210.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares9,677 from 9,320
Change+357 (+4%)
Value$437.9K (-$4.0K)
Filed 2026-11-05
Harpswell Capital Advisors, LLC
UNCHANGED
Shares9,667 from 9,667
Change0 (0%)
Value$437.4K (-$20.9K)
Filed 2026-10-09
Xena Financial Planning, LLC
INCREASED
Shares9,649 from 9,564
Change+85 (+1%)
Value$436.6K (-$16.8K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares9,597 from 10,544
Change-947 (-9%)
Value$434.3K (-$65.6K)
Filed 2026-11-05
First Hawaiian Bank
INCREASED
Shares9,543 from 7,383
Change+2,160 (+29%)
Value$431.8K (+$81.8K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
INCREASED
Shares9,212 from 8,180
Change+1,032 (+13%)
Value$416.8K (+$29.0K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares9,150 from 8,911
Change+239 (+3%)
Value$414.0K (-$8.4K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares9,112 from 8,821
Change+291 (+3%)
Value$412.3K (-$5.9K)
Filed 2026-10-28
One Wealth Capital Management, LLC
DECREASED
Shares9,010 from 14,299
Change-5,289 (-37%)
Value$407.7K (-$270.2K)
Filed 2026-10-23
Smith & Howard Wealth Management, LLC
INCREASED
Shares8,903 from 8,041
Change+862 (+11%)
Value$402.9K (+$21.6K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares8,798 from 8,682
Change+116 (+1%)
Value$398 (-$411.6K)
Filed 2026-10-22
Emergent Wealth Advisors, LLC
INCREASED
Shares8,767 from 8,497
Change+270 (+3%)
Value$396.7K (-$6.1K)
Filed 2026-10-09
Blue Trust, Inc.
UNCHANGED
Shares8,692 from 8,692
Change0 (0%)
Value$393.3K (-$18.8K)
Filed 2026-10-15
Opulen Financial Group LLC
INCREASED
Shares8,488 from 8,352
Change+136 (+2%)
Value$384.1K (-$11.9K)
Filed 2026-10-22
Highland Financial Advisors, LLC
INCREASED
Shares8,454 from 7,806
Change+648 (+8%)
Value$382.5K (+$12.5K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares8,429 from 5,205
Change+3,224 (+62%)
Value$381.4K (+$134.6K)
Filed 2026-11-03
ETF Portfolio Partners, Inc.
INCREASED
Shares8,117 from 8,110
Change+7 (+0%)
Value$367.3K (-$17.2K)
Filed 2026-10-22
Heritage Family Offices, LLP
UNCHANGED
Shares7,978 from 7,978
Change0 (0%)
Value$361.0K (-$17.2K)
Filed 2026-11-02
Williams Financial, LLC
INCREASED
Shares7,844 from 6,791
Change+1,053 (+16%)
Value$354.9K (+$33.0K)
Filed 2026-10-19
TD Private Client Wealth LLC
DECREASED
Shares7,772 from 12,987
Change-5,215 (-40%)
Value$351.7K (-$264.0K)
Filed 2026-10-28
Two West Capital Advisors LLC
DECREASED
Shares7,633 from 7,798
Change-165 (-2%)
Value$345.7K (-$20.1K)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares7,544 from 22,889
Change-15,345 (-67%)
Value$342.5K (-$742.7K)
Filed 2026-10-15
Finley Financial, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$334.5K (-$16.4K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares7,393 from 7,178
Change+215 (+3%)
Value$334.5K (-$5.8K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares7,333 from 7,276
Change+57 (+1%)
Value$331.8K (-$13.2K)
Filed 2026-10-16
Maia Wealth LLC
INCREASED
Shares7,290 from 4,834
Change+2,456 (+51%)
Value$329.9K (+$100.7K)
Filed 2026-10-19
Gordian Advisors LLC
INCREASED
Shares7,280 from 7,190
Change+90 (+1%)
Value$329.4K (-$11.5K)
Filed 2026-10-30
Sage Financial Group Inc
INCREASED
Shares7,016 from 4,892
Change+2,124 (+43%)
Value$317.5K (+$85.5K)
Filed 2026-10-27
Buttonwood Financial Group, LLC
INCREASED
Shares6,994 from 6,876
Change+118 (+2%)
Value$315.8K (-$10.1K)
Filed 2026-10-16
DWM Financial Group, Inc.
INCREASED
Shares6,919 from 5,484
Change+1,435 (+26%)
Value$313.1K (+$50.7K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares6,855 from 4,589
Change+2,266 (+49%)
Value$310.2K (+$92.6K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares6,760 from 6,559
Change+201 (+3%)
Value$305.9K (-$5.1K)
Filed 2026-11-04
Navigate Wealth Management, LLC
INCREASED
Shares6,680 from 6,560
Change+120 (+2%)
Value$302.5K (-$6.0K)
Filed 2026-10-14
Navigation Group, LLC
INCREASED
Shares6,567 from 6,452
Change+115 (+2%)
Value$297.2K (-$8.7K)
Filed 2026-10-28
Madrid Wealth Management, LLC
DECREASED
Shares6,500 from 6,894
Change-394 (-6%)
Value$294.1K (-$32.7K)
Filed 2026-10-23
JGP Wealth Management, LLC
NEW
Shares6,394
Change+6,394
Value$289.3K
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares6,388
Change+6,388
Value$289.1K
Filed 2026-11-03
Human Investing LLC
INCREASED
Shares6,377 from 5,152
Change+1,225 (+24%)
Value$288.6K (+$44.3K)
Filed 2026-10-19
Regions Financial Corp
DECREASED
Shares6,362 from 6,878
Change-516 (-7%)
Value$287.9K (-$38.2K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares6,294 from 6,680
Change-386 (-6%)
Value$284.8K (-$31.9K)
Filed 2026-10-28
R. W. Roge & Company, Inc.
DECREASED
Shares6,277 from 6,732
Change-455 (-7%)
Value$284.0K (-$35.0K)
Filed 2026-11-04
Guardian Financial Partners, LLC
NEW
Shares6,183
Change+6,183
Value$279.8K
Filed 2026-11-04
Tennessee Valley Asset Management Partners
INCREASED
Shares6,164 from 6,131
Change+33 (+1%)
Value$278.9K (-$11.7K)
Filed 2026-11-03
Snider Financial Group
UNCHANGED
Shares6,140 from 6,140
Change0 (0%)
Value$277.8K (-$13.3K)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares6,130 from 10,995
Change-4,865 (-44%)
Value$277.4K (-$243.9K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares6,059 from 6,089
Change-30 (0%)
Value$274.2K (-$14.5K)
Filed 2026-11-03
Birchbrook, Inc.
INCREASED
Shares6,045 from 6,044
Change+1 (+0%)
Value$273.6K (-$13.0K)
Filed 2026-10-14
Sunrise Financial Services, LLC
DECREASED
Shares6,016 from 6,256
Change-240 (-4%)
Value$272.2K (-$24.3K)
Filed 2026-10-21
JSF Financial, LLC
INCREASED
Shares6,010 from 5,957
Change+53 (+1%)
Value$271.9K (-$10.5K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares5,969 from 4,903
Change+1,066 (+22%)
Value$270.1K (+$37.7K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares5,720 from 4,521
Change+1,199 (+27%)
Value$258.8K (+$46.2K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares5,660 from 5,660
Change0 (0%)
Value$256.1K (-$12.2K)
Filed 2026-10-06
Soltis Investment Advisors LLC
NEW
Shares5,605
Change+5,605
Value$253.6K
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares5,531 from 7,532
Change-2,001 (-27%)
Value$250.3K (-$106.8K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares5,503 from 5,018
Change+485 (+10%)
Value$249.0K (+$11.1K)
Filed 2026-11-02
Bestgate Wealth Advisors, LLC
NEW
Shares5,491
Change+5,491
Value$248.5K
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares5,381 from 881
Change+4,500 (+511%)
Value$243.5K (+$201.7K)
Filed 2026-10-20
4Thought Financial Group Inc.
INCREASED
Shares5,349 from 5,186
Change+163 (+3%)
Value$242.0K (-$3.8K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares5,311 from 4,753
Change+558 (+12%)
Value$240.3K (+$14.9K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
DECREASED
Shares5,196 from 5,368
Change-172 (-3%)
Value$235.1K (-$19.4K)
Filed 2026-10-13
Townsend Financial Planning, LLC
INCREASED
Shares5,155 from 5,102
Change+53 (+1%)
Value$233.2K (-$8.6K)
Filed 2026-11-02
Diversified Portfolios, Inc.
DECREASED
Shares5,136 from 5,814
Change-678 (-12%)
Value$232.4K (-$43.2K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
UNCHANGED
Shares5,134 from 5,134
Change0 (0%)
Value$232.3K (-$11.1K)
Filed 2026-10-21
GreatBanc Trust Co
UNCHANGED
Shares5,090 from 5,090
Change0 (0%)
Value$230.3K (-$11.0K)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares5,009 from 5,009
Change0 (0%)
Value$226.7K (-$10.8K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,002 from 4,718
Change+284 (+6%)
Value$226.3K (+$2.6K)
Filed 2026-11-02
Cooper S Advisors, LLC
NEW
Shares4,983
Change+4,983
Value$225.5K
Filed 2026-11-03
Financial Management Network Inc
DECREASED
Shares4,894 from 5,455
Change-561 (-10%)
Value$220.8K (-$35.7K)
Filed 2026-10-09
Cutler Investment Counsel LLC
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$218.5K (-$10.4K)
Filed 2026-10-28
Global View Capital Management LLC
NEW
Shares4,819
Change+4,819
Value$218.1K
Filed 2026-10-28
SWP Financial LLC
DECREASED
Shares4,737 from 4,818
Change-81 (-2%)
Value$214.3K (-$14.1K)
Filed 2026-10-23
Moss Adams Wealth Advisors LLC
NEW
Shares4,649
Change+4,649
Value$210.4K
Filed 2026-10-28
Occidental Asset Management, LLC
NEW
Shares4,643
Change+4,643
Value$210.1K
Filed 2026-11-05
Lido Advisors, LLC
NEW
Shares4,629
Change+4,629
Value$209.5K
Filed 2026-11-04
West Wealth Group, LLC
NEW
Shares4,577
Change+4,577
Value$207.1K
Filed 2026-10-14
IFG Advisors, LLC
INCREASED
Shares4,472 from 4,227
Change+245 (+6%)
Value$202.4K (+$2.0K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
NEW
Shares4,471
Change+4,471
Value$202.3K
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares4,445 from 4,476
Change-31 (-1%)
Value$200.7K (-$10.5K)
Filed 2026-10-19
Traphagen Investment Advisors LLC
DECREASED
Shares4,431 from 4,720
Change-289 (-6%)
Value$200.5K (-$23.3K)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$192.3K (-$9.2K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$176.4K (-$7.6K)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares3,351 from 2,988
Change+363 (+12%)
Value$151.6K (+$10.0K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares3,245 from 3,484
Change-239 (-7%)
Value$146.8K (-$18.3K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares2,971 from 777
Change+2,194 (+282%)
Value$134.4K (+$97.6K)
Filed 2026-10-09
Private Trust Co NA
UNCHANGED
Shares2,733 from 2,733
Change0 (0%)
Value$123.7K (-$5.9K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares2,316
Change+2,316
Value$104.8K
Filed 2026-10-30
Blueline Advisors LLC
INCREASED
Shares2,246 from 2,214
Change+32 (+1%)
Value$101.6K (-$3.3K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$95 (-$5)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares2,048
Change+2,048
Value$92.7K
Filed 2026-10-27
Pittenger & Anderson Inc
INCREASED
Shares1,920 from 885
Change+1,035 (+117%)
Value$86.9K (+$44.9K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares1,642 from 2,212
Change-570 (-26%)
Value$74.3K (-$30.6K)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$71.4K (-$3.4K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares1,270 from 1,396
Change-126 (-9%)
Value$57.5K (-$8.7K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
DECREASED
Shares1,163 from 1,286
Change-123 (-10%)
Value$52.6K (-$8.3K)
Filed 2026-10-28
First Bancorp, Inc
UNCHANGED
Shares1,153 from 1,153
Change0 (0%)
Value$52.2K (-$2.5K)
Filed 2026-10-26
First Pacific Financial
INCREASED
Shares894 from 885
Change+9 (+1%)
Value$40.4K (-$1.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares860 from 761
Change+99 (+13%)
Value$38.9K (+$2.8K)
Filed 2026-10-16
Hickory Point Bank & Trust
NEW
Shares856
Change+856
Value$38.7K
Filed 2026-10-01
West Branch Capital LLC
NEW
Shares828
Change+828
Value$37.5K
Filed 2026-10-20
Nfsg Corp
NEW
Shares683
Change+683
Value$30.9K
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares649 from 642
Change+7 (+1%)
Value$29.4K (-$1.1K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares587 from 609
Change-22 (-4%)
Value$27 (-$29.0K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares536 from 580
Change-44 (-8%)
Value$24.3K (-$3.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares482 from 559
Change-77 (-14%)
Value$21.8K (-$4.7K)
Filed 2026-10-08
Balance Wealth Partners LLC
NEW
Shares449
Change+449
Value$20.3K
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$17.2K (-$821)
Filed 2026-11-04
Your Advocates Ltd., LLP
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$17.1K (-$816)
Filed 2026-11-03
Bare Financial Services, Inc
NEW
Shares264
Change+264
Value$11.9K
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares257
Change+257
Value$11.6K
Filed 2026-10-27
Citigroup Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.1K (-$432)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares184 from 182
Change+2 (+1%)
Value$8.3K (-$303)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$8.3K (-$397)
Filed 2026-10-01
North Star Investment Management Corp.
INCREASED
Shares180 from 178
Change+2 (+1%)
Value$8.1K (-$301)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares152
Change+152
Value$6.9K
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares128 from 124
Change+4 (+3%)
Value$5.8K (-$87)
Filed 2026-11-03
Simplex Trading, LLC
INCREASED
Shares101 from 80
Change+21 (+26%)
Value$4.6K (+$778)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares91
Change+91
Value$4.1K
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.0K (-$143)
Filed 2026-11-03
Winthrop Capital Management, LLC
DECREASED
Shares45 from 216
Change-171 (-79%)
Value$2.0K (+$2.0K)
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (-$68)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$815 (-$38)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$770 (-$36)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$181 (-$9)
Filed 2026-10-08
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 15,893
Change-15,893 (-100%)
Value$0 (-$753.5K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
CLOSED
Shares0 from 12,881
Change-12,881 (-100%)
Value$0 (-$610.7K)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 7,978
Change-7,978 (-100%)
Value$0 (-$378.2K)
Filed 2026-10-27
Centurion Wealth Management LLC
CLOSED
Shares0 from 6,584
Change-6,584 (-100%)
Value$0 (-$312.2K)
Filed 2026-10-13
FC Advisory LLC
CLOSED
Shares0 from 5,635
Change-5,635 (-100%)
Value$0 (-$267.1K)
Filed 2026-10-05
StoneX Group Inc.
CLOSED
Shares0 from 5,066
Change-5,066 (-100%)
Value$0 (-$240.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
CLOSED
Shares0 from 4,912
Change-4,912 (-100%)
Value$0 (-$232.9K)
Filed 2026-10-19
Corepath Wealth Partners LLC
CLOSED
Shares0 from 4,490
Change-4,490 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$11.6K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-29
Obsidian CIO, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$864)
Filed 2026-11-05
Gleason Group, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$301)
Filed 2026-10-15
Bear Mountain Capital, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$10 ($0)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 23,292,198
Change-23,292,198 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,436,452
Change-9,436,452 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,411,309
Change-5,411,309 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,247,541
Change-4,247,541 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,183,154
Change-3,183,154 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,306,154
Change-2,306,154 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,971,318
Change-1,971,318 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,950,256
Change-1,950,256 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,930,868
Change-1,930,868 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,812,365
Change-1,812,365 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,577,910
Change-1,577,910 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,061,035
Change-1,061,035 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 922,559
Change-922,559 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 742,934
Change-742,934 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 737,050
Change-737,050 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 728,269
Change-728,269 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 690,130
Change-690,130 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 672,538
Change-672,538 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 624,666
Change-624,666 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 591,209
Change-591,209 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 544,699
Change-544,699 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 495,365
Change-495,365 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 490,066
Change-490,066 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 482,719
Change-482,719 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 414,082
Change-414,082 (-100%)
Value—
UBS Group AG
N/A
Shares— from 404,781
Change-404,781 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 399,763
Change-399,763 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 396,216
Change-396,216 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 370,309
Change-370,309 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 331,668
Change-331,668 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 313,001
Change-313,001 (-100%)
Value—
FMR LLC
N/A
Shares— from 298,887
Change-298,887 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 267,862
Change-267,862 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 263,451
Change-263,451 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 239,778
Change-239,778 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 230,813
Change-230,813 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 197,858
Change-197,858 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 195,520
Change-195,520 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 194,037
Change-194,037 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 189,690
Change-189,690 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 178,326
Change-178,326 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 177,037
Change-177,037 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 162,221
Change-162,221 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 149,742
Change-149,742 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 145,960
Change-145,960 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 135,801
Change-135,801 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 134,712
Change-134,712 (-100%)
Value—
Nepc LLC
N/A
Shares— from 130,692
Change-130,692 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 130,455
Change-130,455 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 127,248
Change-127,248 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 119,767
Change-119,767 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 111,410
Change-111,410 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 109,222
Change-109,222 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 100,902
Change-100,902 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 97,647
Change-97,647 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 97,542
Change-97,542 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 93,618
Change-93,618 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 93,604
Change-93,604 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 93,072
Change-93,072 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 92,542
Change-92,542 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 91,000
Change-91,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 87,681
Change-87,681 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 87,443
Change-87,443 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 78,512
Change-78,512 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 77,175
Change-77,175 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 75,884
Change-75,884 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 75,114
Change-75,114 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 73,824
Change-73,824 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 68,778
Change-68,778 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 66,002
Change-66,002 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 64,842
Change-64,842 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 61,344
Change-61,344 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 59,943
Change-59,943 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 53,828
Change-53,828 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 53,385
Change-53,385 (-100%)
Value—
&partners
N/A
Shares— from 53,297
Change-53,297 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 48,782
Change-48,782 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 48,753
Change-48,753 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 48,289
Change-48,289 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 45,240
Change-45,240 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 43,544
Change-43,544 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 43,170
Change-43,170 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 42,730
Change-42,730 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 42,585
Change-42,585 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 38,567
Change-38,567 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,132
Change-38,132 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 38,131
Change-38,131 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 36,908
Change-36,908 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 36,881
Change-36,881 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 34,916
Change-34,916 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 34,013
Change-34,013 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 29,955
Change-29,955 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 27,572
Change-27,572 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 27,150
Change-27,150 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 26,563
Change-26,563 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26,092
Change-26,092 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 24,717
Change-24,717 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 24,287
Change-24,287 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,759
Change-23,759 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,314
Change-23,314 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 23,298
Change-23,298 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 23,199
Change-23,199 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 22,152
Change-22,152 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 21,864
Change-21,864 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 21,087
Change-21,087 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 20,890
Change-20,890 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 20,642
Change-20,642 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 19,892
Change-19,892 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 18,945
Change-18,945 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 18,490
Change-18,490 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 18,072
Change-18,072 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 17,745
Change-17,745 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,533
Change-17,533 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 16,890
Change-16,890 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,498
Change-16,498 (-100%)
Value—
Nwam LLC
N/A
Shares— from 16,173
Change-16,173 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 16,149
Change-16,149 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 15,467
Change-15,467 (-100%)
Value—
Commerce Bank
N/A
Shares— from 15,305
Change-15,305 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 14,808
Change-14,808 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 14,705
Change-14,705 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 14,497
Change-14,497 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 14,341
Change-14,341 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,858
Change-13,858 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,359
Change-13,359 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,616
Change-12,616 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 12,399
Change-12,399 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,054
Change-11,054 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 10,522
Change-10,522 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,411
Change-10,411 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,872
Change-8,872 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,307
Change-7,307 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,208
Change-7,208 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,992
Change-5,992 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Motco
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 728
Change-728 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 633
Change-633 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 335
Change-335 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 64
Change-64 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,061,547995,963+65,584+7%$47.2M$48.0M+$816.4K2026-11-02
Bank of New York Mellon Corp
INCREASED940,206878,393+61,813+7%$41.6M$42.5M+$899.7K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED478,785544,648-65,863-12%$24.9M$21.2M-$3.7M2026-10-13
Keybank National Association
DECREASED454,060455,646-1,5860%$21.6M$20.5M-$1.1M2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED368,424367,233+1,191+0%$17.4M$16.7M-$739.3K2026-10-05
Truist Financial Corp
INCREASED365,022354,979+10,043+3%$16.8M$16.5M-$312.3K2026-10-30
Thrivent Financial for Lutherans
DECREASED359,246361,452-2,206-1%$17.1M$16.2M-$909.0K2026-11-05
Park Avenue Securities LLC
INCREASED340,622309,924+30,698+10%$14.7M$15.4K-$14.7M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED266,405258,330+8,075+3%$12.2M$12.1K-$12.2M2026-11-02
Facet Wealth, Inc.
INCREASED264,365258,165+6,200+2%$12.2M$12.0M-$277.1K2026-11-04
Apella Capital, LLC
INCREASED251,660236,196+15,464+7%$11.1M$11.4M+$254.2K2026-10-08
Mather Group, Llc.
INCREASED251,404240,524+10,880+5%$11.4M$11.4M-$27.2K2026-10-14
Accredited Investors Inc.
DECREASED248,113286,286-38,173-13%$13.6M$11.2M-$2.3M2026-11-03
Joel Adams & Associates, Inc.
INCREASED245,265230,463+14,802+6%$10.9M$11.1M+$172.0K2026-11-02
Wesbanco Bank Inc
INCREASED238,896232,750+6,146+3%$11.0M$10.8M-$224.6K2026-11-04
Affinity Capital Advisors, LLC
INCREASED232,869199,212+33,657+17%$9.4M$10.5M+$1.1M2026-10-13
Assetmark, Inc
INCREASED222,408200,319+22,089+11%$9.5M$10.1M+$566.8K2026-10-21
Garde Capital, Inc.
INCREASED221,964209,602+12,362+6%$9.9M$10.0M+$106.6K2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED201,872208,970-7,098-3%$9.9M$9.1M-$772.6K2026-10-14
Creative Planning
INCREASED186,075173,461+12,614+7%$8.2M$8.4M+$196.1K2026-11-02
eCIO, Inc.
INCREASED183,606164,204+19,402+12%$7.8M$8.3M+$504.9K2026-11-02
Bluestem Financial Advisors, LLC
INCREASED168,882154,210+14,672+10%$7.3M$7.6M+$330.8K2026-10-20
Rossby Financial, LCC
INCREASED166,478148,835+17,643+12%$7.1M$7.5M+$476.8K2026-11-05
Vise Technologies, Inc.
INCREASED155,245116,709+38,536+33%$5.5M$7.0M+$1.5M2026-10-29
US Bancorp \de\
DECREASED150,873152,746-1,873-1%$7.2M$6.8M-$414.7K2026-11-05
Mascoma Wealth Management LLC
INCREASED147,996143,276+4,720+3%$6.8M$6.7M-$95.9K2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED138,356142,142-3,786-3%$6.7M$6.3M-$478.3K2026-10-16
rebel Financial LLC
INCREASED125,935122,067+3,868+3%$5.8M$5.7M-$88.6K2026-11-04
Principal Financial Group Inc
UNCHANGED123,043123,04300%$5.8M$5.6M-$265.8K2026-11-02
Axxcess Wealth Management, LLC
DECREASED122,341122,989-648-1%$5.8M$5.5M-$295.0K2026-10-21
Stewardship Advisors, LLC
DECREASED111,661112,243-582-1%$5.3M$5.1M-$268.8K2026-10-20
Wealth Architects, LLC
INCREASED108,778105,802+2,976+3%$5.0M$4.9M-$93.9K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED103,288109,273-5,985-5%$5.2M$4.7M-$481.7K2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED102,816120,842-18,026-15%$5.7M$4.7M-$1.1M2026-10-23
Sharkey, Howes & Javer
DECREASED93,710100,768-7,058-7%$4.8M$4.2M-$537.0K2026-10-22
True Blue Financial, LLC
NEW90,164—+90,164——$4.1M—2026-10-15
Jnba Financial Advisors
INCREASED80,55177,229+3,322+4%$3.7M$3.6M-$16.5K2026-11-03
Sentinel Pension Advisors, LLC
INCREASED79,30578,289+1,016+1%$3.7M$3.6M-$93.4K2026-11-02
Neumann Capital Management, LLC
NEW77,113—+77,113——$3.5M—2026-10-15
Invera Wealth Advisors, LLC
INCREASED72,15549,104+23,051+47%$2.3M$3.3M+$937.0K2026-10-28
RTD Financial Advisors, Inc.
INCREASED71,07868,155+2,923+4%$3.2M$3.2M-$15.0K2026-10-09
Trilogy Capital Inc.
INCREASED70,45969,057+1,402+2%$3.3M$3.2M-$85.7K2026-10-20
Brewster Financial Planning LLC
INCREASED68,81649,055+19,761+40%$2.3M$3.1M+$788.2K2026-10-13
Farther Finance Advisors, LLC
DECREASED68,49772,614-4,117-6%$3.4M$3.1M-$343.2K2026-10-08
Riverwater Partners LLC
INCREASED67,79265,304+2,488+4%$3.1M$3.1M-$28.5K2026-11-03
Mallini Complete Financial Planning LLC
INCREASED66,59064,694+1,896+3%$3.1M$3.0M-$53.9K2026-10-06
Archer Investment Management, LLC
INCREASED62,78848,269+14,519+30%$2.3M$2.8M+$552.7K2026-10-13
Brookstone Capital Management
INCREASED61,51655,158+6,358+12%$2.6M$2.8M+$168.5K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED60,65762,734-2,077-3%$3.0M$2.7M-$229.5K2026-10-13
Perigon Wealth Management, LLC
DECREASED60,08961,255-1,166-2%$2.9M$2.7M-$185.1K2026-10-22
Diversified Enterprises, LLC
INCREASED59,25556,875+2,380+4%$2.7M$2.7M-$15.2K2026-10-19
Omega Financial Group, LLC
DECREASED59,10460,077-973-2%$2.8M$2.7M-$173.8K2026-10-29
Sensenig Capital Advisors, Inc
INCREASED59,07958,912+167+0%$2.8M$2.7M-$119.7K2026-10-23
Eley Financial Management, Inc
INCREASED58,71758,381+336+1%$2.8M$2.7M-$110.9K2026-11-03
Foster Group, Inc.
DECREASED58,04363,000-4,957-8%$3.0M$2.6M-$360.4K2026-10-13
MGO One Seven LLC
INCREASED56,43651,057+5,379+11%$2.4M$2.6M+$133.1K2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
INCREASED53,94953,791+158+0%$2.6M$2.4M-$109.0K2026-10-21
Center for Financial Planning, Inc.
INCREASED52,16849,416+2,752+6%$2.3M$2.4M+$17.8K2026-10-26
Modera Wealth Management, LLC
INCREASED52,13950,871+1,268+2%$2.4M$2.4M-$52.5K2026-10-28
Cardinal Point Capital Management ULC
INCREASED50,80527,144+23,661+87%$1.3M$2.3M+$1.0M2026-10-21
SigFig Wealth Management, LLC
INCREASED50,68549,186+1,499+3%$2.3M$2.3M-$48.3K2026-10-07
Midwest Financial Partners Investments, Inc.
INCREASED48,44142,278+6,163+15%$2.0M$2.2M+$187.6K2026-10-08
Alpine Bank Wealth Management
DECREASED48,32263,401-15,079-24%$3.0M$2.2M-$819.3K2026-10-16
Pine Haven Investment Counsel, Inc
INCREASED47,82845,833+1,995+4%$2.2M$2.2M-$8.7K2026-11-02
CX Institutional
DECREASED47,50364,181-16,678-26%$3.0K$2.2K-$8932026-10-02
Financial Planning Fort Collins, LLC
INCREASED45,84445,516+328+1%$2.1M$2.1M-$65.7K2026-10-16
Kestra Advisory Services, LLC
INCREASED45,53537,219+8,316+22%$1.8M$2.1M+$295.9K2026-11-02
One Day In July LLC
INCREASED44,74043,378+1,362+3%$2.1M$2.0M-$32.1K2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED44,22753,341-9,114-17%$2.5M$2.0M-$527.6K2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED43,39742,264+1,133+3%$2.0M$2.0M-$40.0K2026-10-26
Aspiriant, LLC
UNCHANGED43,21843,21800%$2.0M$2.0M-$93.4K2026-10-16
Tempus Wealth Planning, LLC
INCREASED42,17241,465+707+2%$2.0M$1.9M-$57.6K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED40,45339,207+1,246+3%$1.9M$1.8M-$28.3K2026-10-16
Cranbrook Wealth Management, LLC
INCREASED38,49037,314+1,176+3%$1.8M$1.7M-$27.4K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED37,79635,572+2,224+6%$1.7M$1.7M+$23.8K2026-10-21
Citizens Financial Group Inc
DECREASED35,18535,717-532-1%$1.7M$1.6M-$101.2K2026-10-23
Gradient Investments LLC
DECREASED34,92438,674-3,750-10%$1.8M$1.6M-$253.2K2026-10-08
Diversify Wealth Management, LLC
INCREASED31,74620,959+10,787+51%$980.7K$1.4M+$469.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED31,74620,959+10,787+51%$980.7K$1.4M+$469.2K2026-10-20
First Heartland Consultants, Inc.
NEW30,541—+30,541——$1.4M—2026-10-08
RFG Advisory, LLC
INCREASED28,20527,877+328+1%$1.3M$1.3M-$45.4K2026-11-03
Mission Wealth Management, LP
INCREASED28,19827,470+728+3%$1.3M$1.3M-$26.4K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED28,15227,356+796+3%$1.3M$1.3M-$23.0K2026-11-04
ANB Bank
INCREASED27,45927,228+231+1%$1.3M$1.2M-$48.4K2026-10-09
Trust Co of Toledo NA
INCREASED26,06724,570+1,497+6%$1.2M$1.2M+$14.7K2026-10-16
PFG Advisors
INCREASED25,22823,451+1,777+8%$1.1M$1.1M+$29.8K2026-10-16
Stonehearth Capital Management, LLC
DECREASED24,93025,393-463-2%$1.2M$1.1M-$75.8K2026-10-13
Focus Financial Network, Inc.
INCREASED24,87423,980+894+4%$1.1M$1.1M-$11.4K2026-10-14
RCS Financial Planning, LLC
INCREASED24,76922,013+2,756+13%$1.0M$1.1M+$77.1K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED24,60424,442+162+1%$1.2M$1.1M-$45.4K2026-11-04
WestHill Financial Advisors, Inc.
NEW24,433—+24,433——$1.1M—2026-10-14
Kestra Private Wealth Services, LLC
INCREASED22,77719,698+3,079+16%$933.9K$1.0M+$96.8K2026-10-30
Symmetry Partners, LLC
INCREASED22,76122,503+258+1%$1.1M$1.0M-$36.9K2026-10-27
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED22,74821,748+1,000+5%$1.0M$1.0M-$1.7K2026-10-13
Tarbox Family Office, Inc.
NEW22,726—+22,726——$1.0M—2026-10-23
Wealth Advisory Team LLC
INCREASED22,06521,841+224+1%$1.0M$998.5K-$37.0K2026-11-05
Pictet Asset Management Holding SA
UNCHANGED21,01621,01600%$996.4K$951.0K-$45.4K2026-11-03
Verus Capital Partners, LLC
INCREASED20,78918,896+1,893+10%$895.9K$940.7K+$44.8K2026-11-03
Davenport & Co LLC
DECREASED20,55320,743-190-1%$983.4K$930.0K-$53.4K2026-10-14
Traveka Wealth, LLC
INCREASED20,48919,557+932+5%$927.2K$927.1K-$702026-10-19
Parallel Advisors, LLC
INCREASED20,29319,692+601+3%$933.6K$918.3K-$15.4K2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED20,25919,670+589+3%$932.6K$916.7K-$15.8K2026-10-19
Zenith Solutions, Inc.
DECREASED19,70521,629-1,924-9%$1.0M$891.7K-$133.8K2026-10-19
Hoxton Planning & Management, LLC
DECREASED19,33719,420-830%$920.7K$875.0K-$45.7K2026-10-15
Aprio Wealth Management, LLC
INCREASED19,30314,842+4,461+30%$703.7K$873.5K+$169.8K2026-10-28
GC Wealth Management RIA, LLC
DECREASED19,00219,290-288-1%$914.5K$859.8K-$54.7K2026-11-02
Compound Planning, Inc.
INCREASED18,87416,936+1,938+11%$802.9K$854.0K+$51.1K2026-11-05
BLB&B Advisors, LLC
INCREASED18,70517,905+800+4%$848.9K$846.4K-$2.5K2026-10-27
Endeavor Private Wealth, Inc.
INCREASED18,27917,762+517+3%$842.1K$827.2K-$14.9K2026-11-05
Crestwood Advisors Group, LLC
UNCHANGED18,26618,26600%$866.0K$826.5K-$39.5K2026-10-27
Trust Co
INCREASED17,91316,472+1,441+9%$780.9K$810.6K+$29.6K2026-10-09
Friedenthal Financial
INCREASED17,61116,523+1,088+7%$783.4K$796.9K+$13.5K2026-10-27
Sofi Wealth, LLC
DECREASED17,54449,790-32,246-65%$2.4M$793.9K-$1.6M2026-10-27
Acropolis Investment Management, LLC
DECREASED17,26122,396-5,135-23%$1.1M$781.1K-$280.7K2026-10-08
D.A. Davidson & Co.
INCREASED16,95216,114+838+5%$764.0K$767.1K+$3.1K2026-10-28
APS Management Group, Inc.
INCREASED16,39716,222+175+1%$769.1K$742.0K-$27.1K2026-10-14
North Berkeley Wealth Management, LLC
INCREASED16,15013,778+2,372+17%$653.2K$730.8K+$77.6K2026-11-02
Bangor Savings Bank
INCREASED16,03515,353+682+4%$727.9K$725.6K-$2.3K2026-10-06
Greenspring Advisors, LLC
INCREASED15,99715,223+774+5%$721.7K$723.8K+$2.1K2026-11-05
JB Capital LLC
INCREASED15,64914,104+1,545+11%$668.7K$708.1K+$39.5K2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED15,52315,247+276+2%$722.9K$702.4K-$20.4K2026-10-20
FinArc Investments, Inc.
INCREASED15,31615,164+152+1%$718.9K$693.0K-$25.9K2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED15,14516,589-1,444-9%$786.5K$685.3K-$101.2K2026-10-07
Summit Wealth Group LLC / Co
DECREASED14,86815,526-658-4%$736.1K$672.8K-$63.3K2026-10-29
Valley National Advisers Inc
INCREASED14,77113,007+1,764+14%$616.7K$668.4K+$51.7K2026-10-23
SAX Wealth Advisors, LLC
INCREASED14,33114,076+255+2%$669.3K$648.5K-$20.8K2026-10-13
Orin Green Financial, LLC
INCREASED14,31713,495+822+6%$639.8K$647.8K+$8.0K2026-10-19
Factor Wealth Management LTD
INCREASED14,08011,839+2,241+19%$561.3K$637.1K+$75.8K2026-10-08
Truefg, LLC
INCREASED13,37212,815+557+4%$607.6K$605.1K-$2.5K2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED13,21314,850-1,637-11%$704.0K$597.9K-$106.2K2026-10-14
Absolute Capital Management, LLC
INCREASED13,14412,740+404+3%$604.0K$594.8K-$9.2K2026-10-16
Ackerman Capital Advisors, LLC
INCREASED12,79912,486+313+3%$592.0K$579.2K-$12.8K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED12,7965,433+7,363+136%$257.6K$579.0K+$321.4K2026-11-03
Ascent Group, LLC
INCREASED12,69012,194+496+4%$578.1K$574.2K-$3.9K2026-10-30
Presilium Private Wealth, LLC
DECREASED12,63913,682-1,043-8%$648.7K$571.9K-$76.7K2026-10-26
CGN Advisors LLC
NEW12,496—+12,496——$565.4K—2026-10-21
Flagship Harbor Advisors, LLC
INCREASED12,22611,123+1,103+10%$527.4K$553.2K+$25.9K2026-10-26
MBE Wealth Management, LLC
INCREASED12,18811,260+928+8%$533.8K$551.5K+$17.7K2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED12,16614,080-1,914-14%$667.5K$550.5K-$117.0K2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED12,04811,845+203+2%$561.6K$545.2K-$16.4K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED11,93611,915+21+0%$564.9K$540.1K-$24.8K2026-10-16
Curtis Advisory Group, LLC
UNCHANGED11,92911,92900%$565.6K$539.8K-$25.8K2026-10-28
XY Planning Network, Inc.
NEW11,723—+11,723——$530.5K—2026-10-14
Fifth Third Bancorp
DECREASED11,54111,668-127-1%$553.2K$522.2K-$31.0K2026-11-05
Livet Wealth, LLC
INCREASED11,18611,127+59+1%$527.5K$506.2K-$21.4K2026-10-27
Capital Asset Advisory Services LLC
INCREASED10,8719,600+1,271+13%$455.1K$500.2K+$45.0K2026-10-30
Univest Financial Corp
NEW10,708—+10,708——$484.5K—2026-11-05
Cornerstone Planning Group LLC
INCREASED10,2018,631+1,570+18%$403.4K$461.9K+$58.5K2026-10-16
First Affirmative Financial Network
NEW10,172—+10,172——$460.3K—2026-10-21
Sagespring Wealth Partners, LLC
DECREASED9,83911,769-1,930-16%$558.0K$445.2K-$112.8K2026-10-22
CWC Advisors, Llc.
INCREASED9,7229,720+2+0%$460.8K$439.9K-$20.9K2026-10-15
NorthCrest Asset Manangement, LLC
DECREASED9,71613,827-4,111-30%$650.1K$440.1K-$210.0K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED9,6779,320+357+4%$441.9K$437.9K-$4.0K2026-11-05
Harpswell Capital Advisors, LLC
UNCHANGED9,6679,66700%$458.3K$437.4K-$20.9K2026-10-09
Xena Financial Planning, LLC
INCREASED9,6499,564+85+1%$453.4K$436.6K-$16.8K2026-10-13
Spectrum Planning & Advisory Services Inc.
DECREASED9,59710,544-947-9%$499.9K$434.3K-$65.6K2026-11-05
First Hawaiian Bank
INCREASED9,5437,383+2,160+29%$350.0K$431.8K+$81.8K2026-10-14
Braun-Bostich & Associates Inc.
INCREASED9,2128,180+1,032+13%$387.8K$416.8K+$29.0K2026-10-20
Atria Investments, Inc
INCREASED9,1508,911+239+3%$422.5K$414.0K-$8.4K2026-10-15
Founders Financial Securities LLC
INCREASED9,1128,821+291+3%$418.2K$412.3K-$5.9K2026-10-28
One Wealth Capital Management, LLC
DECREASED9,01014,299-5,289-37%$677.9K$407.7K-$270.2K2026-10-23
Smith & Howard Wealth Management, LLC
INCREASED8,9038,041+862+11%$381.2K$402.9K+$21.6K2026-10-27
Wedbush Securities Inc
INCREASED8,7988,682+116+1%$412.0K$398-$411.6K2026-10-22
Emergent Wealth Advisors, LLC
INCREASED8,7678,497+270+3%$402.8K$396.7K-$6.1K2026-10-09
Blue Trust, Inc.
UNCHANGED8,6928,69200%$412.1K$393.3K-$18.8K2026-10-15
Opulen Financial Group LLC
INCREASED8,4888,352+136+2%$396.0K$384.1K-$11.9K2026-10-22
Highland Financial Advisors, LLC
INCREASED8,4547,806+648+8%$370.1K$382.5K+$12.5K2026-10-19
PDS Planning, Inc
INCREASED8,4295,205+3,224+62%$246.8K$381.4K+$134.6K2026-11-03
ETF Portfolio Partners, Inc.
INCREASED8,1178,110+7+0%$384.5K$367.3K-$17.2K2026-10-22
Heritage Family Offices, LLP
UNCHANGED7,9787,97800%$378.2K$361.0K-$17.2K2026-11-02
Williams Financial, LLC
INCREASED7,8446,791+1,053+16%$321.9K$354.9K+$33.0K2026-10-19
TD Private Client Wealth LLC
DECREASED7,77212,987-5,215-40%$615.7K$351.7K-$264.0K2026-10-28
Two West Capital Advisors LLC
DECREASED7,6337,798-165-2%$365.8K$345.7K-$20.1K2026-10-15
AdvisorNet Financial, Inc
DECREASED7,54422,889-15,345-67%$1.1M$342.5K-$742.7K2026-10-15
Finley Financial, LLC
UNCHANGED7,4007,40000%$350.8K$334.5K-$16.4K2026-10-28
Uptick Partners, LLC
INCREASED7,3937,178+215+3%$340.3K$334.5K-$5.8K2026-11-04
SteelPeak Wealth, LLC
INCREASED7,3337,276+57+1%$345.0K$331.8K-$13.2K2026-10-16
Maia Wealth LLC
INCREASED7,2904,834+2,456+51%$229.2K$329.9K+$100.7K2026-10-19
Gordian Advisors LLC
INCREASED7,2807,190+90+1%$340.9K$329.4K-$11.5K2026-10-30
Sage Financial Group Inc
INCREASED7,0164,892+2,124+43%$231.9K$317.5K+$85.5K2026-10-27
Buttonwood Financial Group, LLC
INCREASED6,9946,876+118+2%$326.0K$315.8K-$10.1K2026-10-16
DWM Financial Group, Inc.
INCREASED6,9195,484+1,435+26%$262.4K$313.1K+$50.7K2026-10-28
Integrity Alliance, Llc.
INCREASED6,8554,589+2,266+49%$217.6K$310.2K+$92.6K2026-10-29
Csenge Advisory Group
INCREASED6,7606,559+201+3%$311.0K$305.9K-$5.1K2026-11-04
Navigate Wealth Management, LLC
INCREASED6,6806,560+120+2%$308.5K$302.5K-$6.0K2026-10-14
Navigation Group, LLC
INCREASED6,5676,452+115+2%$305.9K$297.2K-$8.7K2026-10-28
Madrid Wealth Management, LLC
DECREASED6,5006,894-394-6%$326.8K$294.1K-$32.7K2026-10-23
JGP Wealth Management, LLC
NEW6,394—+6,394——$289.3K—2026-10-13
Ascentis Independent Advisors
NEW6,388—+6,388——$289.1K—2026-11-03
Human Investing LLC
INCREASED6,3775,152+1,225+24%$244.3K$288.6K+$44.3K2026-10-19
Regions Financial Corp
DECREASED6,3626,878-516-7%$326.1K$287.9K-$38.2K2026-11-05
Choreo, LLC
DECREASED6,2946,680-386-6%$316.7K$284.8K-$31.9K2026-10-28
R. W. Roge & Company, Inc.
DECREASED6,2776,732-455-7%$319.0K$284.0K-$35.0K2026-11-04
Guardian Financial Partners, LLC
NEW6,183—+6,183——$279.8K—2026-11-04
Tennessee Valley Asset Management Partners
INCREASED6,1646,131+33+1%$290.7K$278.9K-$11.7K2026-11-03
Snider Financial Group
UNCHANGED6,1406,14000%$291.1K$277.8K-$13.3K2026-10-16
Signaturefd, LLC
DECREASED6,13010,995-4,865-44%$521.3K$277.4K-$243.9K2026-10-23
JFS Wealth Advisors, LLC
DECREASED6,0596,089-300%$288.7K$274.2K-$14.5K2026-11-03
Birchbrook, Inc.
INCREASED6,0456,044+1+0%$286.5K$273.6K-$13.0K2026-10-14
Sunrise Financial Services, LLC
DECREASED6,0166,256-240-4%$296.6K$272.2K-$24.3K2026-10-21
JSF Financial, LLC
INCREASED6,0105,957+53+1%$282.4K$271.9K-$10.5K2026-10-22
Simplicity Wealth,LLC
INCREASED5,9694,903+1,066+22%$232.5K$270.1K+$37.7K2026-10-23
Asset One Wealth Management LLC
INCREASED5,7204,521+1,199+27%$212.6K$258.8K+$46.2K2026-11-02
Colton Groome Financial Advisors, LLC
UNCHANGED5,6605,66000%$268.3K$256.1K-$12.2K2026-10-06
Soltis Investment Advisors LLC
NEW5,605—+5,605——$253.6K—2026-10-28
Sigma Planning Corp
DECREASED5,5317,532-2,001-27%$357.1K$250.3K-$106.8K2026-10-23
Golden State Wealth Management, LLC
INCREASED5,5035,018+485+10%$237.9K$249.0K+$11.1K2026-11-02
Bestgate Wealth Advisors, LLC
NEW5,491—+5,491——$248.5K—2026-10-13
Physician Wealth Advisors, Inc.
INCREASED5,381881+4,500+511%$41.8K$243.5K+$201.7K2026-10-20
4Thought Financial Group Inc.
INCREASED5,3495,186+163+3%$245.9K$242.0K-$3.8K2026-11-02
Strategic Blueprint, LLC
INCREASED5,3114,753+558+12%$225.4K$240.3K+$14.9K2026-10-22
Fiduciary Financial Group, LLC
DECREASED5,1965,368-172-3%$254.5K$235.1K-$19.4K2026-10-13
Townsend Financial Planning, LLC
INCREASED5,1555,102+53+1%$241.9K$233.2K-$8.6K2026-11-02
Diversified Portfolios, Inc.
DECREASED5,1365,814-678-12%$275.6K$232.4K-$43.2K2026-11-04
Wealthcare Advisory Partners LLC
UNCHANGED5,1345,13400%$243.4K$232.3K-$11.1K2026-10-21
GreatBanc Trust Co
UNCHANGED5,0905,09000%$241.3K$230.3K-$11.0K2026-11-04
Cdkv Holdings LLC
UNCHANGED5,0095,00900%$237.5K$226.7K-$10.8K2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED5,0024,718+284+6%$223.7K$226.3K+$2.6K2026-11-02
Cooper S Advisors, LLC
NEW4,983—+4,983——$225.5K—2026-11-03
Financial Management Network Inc
DECREASED4,8945,455-561-10%$256.5K$220.8K-$35.7K2026-10-09
Cutler Investment Counsel LLC
UNCHANGED4,8294,82900%$228.9K$218.5K-$10.4K2026-10-28
Global View Capital Management LLC
NEW4,819—+4,819——$218.1K—2026-10-28
SWP Financial LLC
DECREASED4,7374,818-81-2%$228.4K$214.3K-$14.1K2026-10-23
Moss Adams Wealth Advisors LLC
NEW4,649—+4,649——$210.4K—2026-10-28
Occidental Asset Management, LLC
NEW4,643—+4,643——$210.1K—2026-11-05
Lido Advisors, LLC
NEW4,629—+4,629——$209.5K—2026-11-04
West Wealth Group, LLC
NEW4,577—+4,577——$207.1K—2026-10-14
IFG Advisors, LLC
INCREASED4,4724,227+245+6%$200.4K$202.4K+$2.0K2026-10-15
Patriot Investment Management Group, Inc.
NEW4,471—+4,471——$202.3K—2026-10-15
CFS Investment Advisory Services, LLC
DECREASED4,4454,476-31-1%$211.3K$200.7K-$10.5K2026-10-19
Traphagen Investment Advisors LLC
DECREASED4,4314,720-289-6%$223.8K$200.5K-$23.3K2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED4,2504,25000%$201.5K$192.3K-$9.2K2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED3,8983,89800%$184.1K$176.4K-$7.6K2026-10-16
Gen-Wealth Partners Inc
INCREASED3,3512,988+363+12%$141.7K$151.6K+$10.0K2026-11-04
Cape Investment Advisory, Inc.
DECREASED3,2453,484-239-7%$165.2K$146.8K-$18.3K2026-10-13
Armstrong Advisory Group, Inc
INCREASED2,971777+2,194+282%$36.8K$134.4K+$97.6K2026-10-09
Private Trust Co NA
UNCHANGED2,7332,73300%$129.6K$123.7K-$5.9K2026-10-20
Provenance Wealth Advisors, LLC
NEW2,316—+2,316——$104.8K—2026-10-30
Blueline Advisors LLC
INCREASED2,2462,214+32+1%$105.0K$101.6K-$3.3K2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED2,0992,09900%$100$95-$52026-10-27
Birch Financial Group, LLC
NEW2,048—+2,048——$92.7K—2026-10-27
Pittenger & Anderson Inc
INCREASED1,920885+1,035+117%$42.0K$86.9K+$44.9K2026-11-02
Evolution Wealth Management Inc.
DECREASED1,6422,212-570-26%$104.9K$74.3K-$30.6K2026-10-28
Lanark Financial, Inc.
UNCHANGED1,5771,57700%$74.8K$71.4K-$3.4K2026-10-26
Triumph Capital Management
DECREASED1,2701,396-126-9%$66.2K$57.5K-$8.7K2026-10-14
Buck Wealth Strategies, LLC
DECREASED1,1631,286-123-10%$60.9K$52.6K-$8.3K2026-10-28
First Bancorp, Inc
UNCHANGED1,1531,15300%$54.7K$52.2K-$2.5K2026-10-26
First Pacific Financial
INCREASED894885+9+1%$41.9K$40.4K-$1.5K2026-10-14
IFP Advisors, Inc
INCREASED860761+99+13%$36.1K$38.9K+$2.8K2026-10-16
Hickory Point Bank & Trust
NEW856—+856——$38.7K—2026-10-01
West Branch Capital LLC
NEW828—+828——$37.5K—2026-10-20
Nfsg Corp
NEW683—+683——$30.9K—2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED649642+7+1%$30.5K$29.4K-$1.1K2026-10-16
Covestor Ltd
DECREASED587609-22-4%$29.0K$27-$29.0K2026-10-30
Creative Financial Designs Inc
DECREASED536580-44-8%$27.5K$24.3K-$3.2K2026-11-04
CoreCap Advisors, LLC
DECREASED482559-77-14%$26.5K$21.8K-$4.7K2026-10-08
Balance Wealth Partners LLC
NEW449—+449——$20.3K—2026-10-27
AlphaCore Capital LLC
UNCHANGED38038000%$18.0K$17.2K-$8212026-11-04
Your Advocates Ltd., LLP
UNCHANGED37837800%$17.9K$17.1K-$8162026-11-03
Bare Financial Services, Inc
NEW264—+264——$11.9K—2026-11-04
Elyxium Wealth, LLC
NEW257—+257——$11.6K—2026-10-27
Citigroup Inc
UNCHANGED20020000%$9.5K$9.1K-$4322026-11-04
Silver Grove Financial Group, Inc.
INCREASED184182+2+1%$8.6K$8.3K-$3032026-11-05
Noble Wealth Management PBC
UNCHANGED18418400%$8.7K$8.3K-$3972026-10-01
North Star Investment Management Corp.
INCREASED180178+2+1%$8.4K$8.1K-$3012026-10-27
Root Financial Partners, LLC
NEW152—+152——$6.9K—2026-10-21
Key Capital Management, Inc
INCREASED128124+4+3%$5.9K$5.8K-$872026-11-03
Simplex Trading, LLC
INCREASED10180+21+26%$3.8K$4.6K+$7782026-11-04
Latitude Advisors, LLC
NEW91—+91——$4.1K—2026-10-27
Asset Dedication, LLC
UNCHANGED666600%$3.1K$3.0K-$1432026-11-03
Winthrop Capital Management, LLC
DECREASED45216-171-79%$10$2.0K+$2.0K2026-11-05
Lodestone Wealth Management LLC
UNCHANGED404000%$1.9K$1.8K-$682026-10-14
Larson Financial Group LLC
UNCHANGED181800%$853$815-$382026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED171700%$806$770-$362026-10-15
Davis Capital Management
UNCHANGED4400%$190$181-$92026-10-08
Ameraudi Asset Management, Inc.
CLOSED015,893-15,893-100%$753.5K$0-$753.5K2026-11-05
Fort Washington Investment Advisors Inc
CLOSED012,881-12,881-100%$610.7K$0-$610.7K2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED07,978-7,978-100%$378.2K$0-$378.2K2026-10-27
Centurion Wealth Management LLC
CLOSED06,584-6,584-100%$312.2K$0-$312.2K2026-10-13
FC Advisory LLC
CLOSED05,635-5,635-100%$267.1K$0-$267.1K2026-10-05
StoneX Group Inc.
CLOSED05,066-5,066-100%$240.4K$0-$240.4K2026-11-03
NWF Advisory Services Inc.
CLOSED04,912-4,912-100%$232.9K$0-$232.9K2026-10-19
Corepath Wealth Partners LLC
CLOSED04,490-4,490-100%$210.8K$0-$210.8K2026-10-21
Brooklyn FI, LLC
CLOSED0248-248-100%$11.6K$0-$11.6K2026-11-05
NBT Bank, N.A.
CLOSED077-77-100%$3.7K$0-$3.7K2026-10-21
Tucker Asset Management LLC
CLOSED041-41-100%$1.9K$0-$1.9K2026-10-29
Obsidian CIO, LLC
CLOSED018-18-100%$864$0-$8642026-11-05
Gleason Group, Inc.
CLOSED06-6-100%$301$0-$3012026-10-15
Bear Mountain Capital, Inc.
UNCHANGED000—$10$10$02026-11-04
Bank of America Corp
N/A—23,292,198-23,292,198-100%$1.1B———
JPMorgan Chase & Co
N/A—9,436,452-9,436,452-100%$449.3M———
Envestnet Asset Management Inc
N/A—5,411,309-5,411,309-100%$256.6M———
Mercer Global Advisors Inc
N/A—4,247,541-4,247,541-100%$201.4M———
LPL Financial LLC
N/A—3,183,154-3,183,154-100%$150.9M———
Northwestern Mutual Wealth Management Co
N/A—2,306,154-2,306,154-100%$109.3M———
BlackRock, Inc.
N/A—1,971,318-1,971,318-100%$93.5M———
Goldman Sachs Group Inc
N/A—1,950,256-1,950,256-100%$92.5M———
Northern Trust Corp
N/A—1,930,868-1,930,868-100%$91.5M———
Betterment LLC
N/A—1,812,365-1,812,365-100%$85.9M———
Raymond James Financial Inc
N/A—1,577,910-1,577,910-100%$74.8M———
Envestnet Portfolio Solutions, Inc.
N/A—1,061,035-1,061,035-100%$50.3M———
M&T Bank Corp
N/A—922,559-922,559-100%$43.7M———
Ameriprise Financial Inc
N/A—742,934-742,934-100%$35.2M———
PNC Financial Services Group, Inc.
N/A—737,050-737,050-100%$34.9M———
SEI Investments Co
N/A—728,269-728,269-100%$34.5M———
Wealthspire Advisors, LLC
N/A—690,130-690,130-100%$32.7M———
Alesco Advisors, LLC, An ESL Co
N/A—672,538-672,538-100%$31.9M———
Cetera Investment Advisers
N/A—624,666-624,666-100%$29.6M———
Wells Fargo & Company
N/A—591,209-591,209-100%$28.0M———
Composition Wealth, LLC
N/A—544,699-544,699-100%$25.8M———
Allworth Financial LP
N/A—495,365-495,365-100%$23.5M———
Olde Wealth Management, LLC
N/A—490,066-490,066-100%$23.2M———
Destination Wealth Management
N/A—482,719-482,719-100%$22.9M———
Savant Capital, LLC
N/A—414,082-414,082-100%$19.6M———
UBS Group AG
N/A—404,781-404,781-100%$19.2M———
RWA Wealth Partners, LLC
N/A—399,763-399,763-100%$19.0M———
Baird Financial Group, Inc.
N/A—396,216-396,216-100%$18.8M———
Franklin Resources Inc
N/A—370,309-370,309-100%$17.6M———
Pathstone Holdings, LLC
N/A—331,668-331,668-100%$15.7M———
Mariner, LLC
N/A—313,001-313,001-100%$14.8M———
FMR LLC
N/A—298,887-298,887-100%$14.2M———
MML Investors Services, LLC
N/A—267,862-267,862-100%$12.7M———
Zevin Asset Management LLC
N/A—263,451-263,451-100%$12.5M———
Financial Engines Advisors L.L.C.
N/A—239,778-239,778-100%$11.4M———
Beacon Pointe Advisors, LLC
N/A—230,813-230,813-100%$10.9M———
Sand Hill Global Advisors, LLC
N/A—197,858-197,858-100%$9.4M———
Jones Financial Companies Lllp
N/A—195,520-195,520-100%$9.3M———
Atomic Invest LLC
N/A—194,037-194,037-100%$9.2M———
Royal Bank of Canada
N/A—189,690-189,690-100%$9.0M———
NewEdge Advisors, LLC
N/A—178,326-178,326-100%$8.5M———
Morgan Stanley
N/A—177,037-177,037-100%$8.4M———
One Wealth Advisors, LLC
N/A—162,221-162,221-100%$7.7M———
Avise Financial Cooperative, Inc.
N/A—149,742-149,742-100%$7.1M———
Osaic Holdings, Inc.
N/A—145,960-145,960-100%$6.9M———
Wealthfront Advisers LLC
N/A—135,801-135,801-100%$6.4M———
HighTower Advisors, LLC
N/A—134,712-134,712-100%$6.4M———
Nepc LLC
N/A—130,692-130,692-100%$6.2M———
Alaska Wealth Advisors, LLC
N/A—130,455-130,455-100%$6.2M———
Janney Montgomery Scott LLC
N/A—127,248-127,248-100%$6.0M———
OneDigital Investment Advisors LLC
N/A—119,767-119,767-100%$5.7M———
Equitable Holdings, Inc.
N/A—111,410-111,410-100%$5.3M———
Brio Consultants, LLC
N/A—109,222-109,222-100%$5.2M———
World Investment Advisors
N/A—100,902-100,902-100%$4.8M———
GeoWealth Management, LLC
N/A—97,647-97,647-100%$4.6M———
Integrated Wealth Concepts LLC
N/A—97,542-97,542-100%$4.6M———
SageView Advisory Group, LLC
N/A—93,618-93,618-100%$4.4M———
Global Endowment Management, LP
N/A—93,604-93,604-100%$4.4M———
Atlantic Private Wealth, LLC
N/A—93,072-93,072-100%$4.4M———
NorthRock Partners, LLC
N/A—92,542-92,542-100%$4.4M———
Westfuller Advisors, LLC
N/A—91,000-91,000-100%$4.3M———
EP Wealth Advisors, LLC
N/A—87,681-87,681-100%$4.2M———
Orion Porfolio Solutions, LLC
N/A—87,443-87,443-100%$4.1M———
United Capital Financial Advisors, LLC
N/A—78,512-78,512-100%$3.7M———
Captrust Financial Advisors
N/A—77,175-77,175-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—75,884-75,884-100%$3.6M———
Merit Financial Group, LLC
N/A—75,114-75,114-100%$3.6M———
Bank of Montreal
N/A—73,824-73,824-100%$3.5M———
Crux Wealth Advisors
N/A—68,778-68,778-100%$3.3M———
Plum Street Advisors, LLC
N/A—66,002-66,002-100%$3.1M———
Retirement Capital Strategies
N/A—64,842-64,842-100%$3.1M———
Stifel Financial Corp
N/A—61,344-61,344-100%$2.9M———
Davis Wealth Advisors, LLC
N/A—59,943-59,943-100%$2.8M———
Balanced Rock Investment Advisors LLC
N/A—53,828-53,828-100%$2.6M———
Investment Counsel Co of Nevada
N/A—53,385-53,385-100%$2.5M———
&partners
N/A—53,297-53,297-100%$2.5M———
Planning Alternatives LTD
N/A—48,782-48,782-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—48,753-48,753-100%$2.3M———
Beta Wealth Group, Inc.
N/A—48,289-48,289-100%$2.3M———
Ally Invest Advisors Inc.
N/A—45,240-45,240-100%$2.1M———
Focus Partners Wealth
N/A—43,544-43,544-100%$2.1M———
Sanctuary Advisors, LLC
N/A—43,170-43,170-100%$2.0M———
Fort Point Capital Partners LLC
N/A—42,730-42,730-100%$2.0M———
Baker Avenue Asset Management, LP
N/A—42,585-42,585-100%$2.0M———
Moneta Group Investment Advisors LLC
N/A—38,567-38,567-100%$1.8M———
Harbour Investments, Inc.
N/A—38,132-38,132-100%$1.8M———
Savvy Advisors, Inc.
N/A—38,131-38,131-100%$1.8M———
Bartlett & Co. Wealth Management LLC
N/A—36,908-36,908-100%$1.7M———
Wescott Financial Advisory Group, LLC
N/A—36,881-36,881-100%$1.7M———
Cerity Partners LLC
N/A—34,916-34,916-100%$1.7M———
Bogart Wealth, LLC
N/A—34,013-34,013-100%$1.6M———
Summit Wealth Group, LLC
N/A—29,955-29,955-100%$1.4M———
Capital Analysts, LLC
N/A—27,572-27,572-100%$1.3M———
HSBC Holdings PLC
N/A—27,150-27,150-100%$1.3M———
Heartland Bank & Trust Co
N/A—26,563-26,563-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—26,092-26,092-100%$1.2M———
Grand Wealth Management, LLC
N/A—24,717-24,717-100%$1.2M———
Truepoint, Inc.
N/A—24,287-24,287-100%$1.2M———
Private Advisor Group, LLC
N/A—23,759-23,759-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—23,314-23,314-100%$1.1M———
Theory Financial LLC
N/A—23,298-23,298-100%$1.1M———
LifePlan Investment Advisors, Inc.
N/A—23,199-23,199-100%$1.1M———
KilterHowling LLC
N/A—23,040-23,040-100%$1.1M———
Van Hulzen Asset Management, LLC
N/A—22,152-22,152-100%$1.1M———
Silver Oak Advisory Group, Inc.
N/A—21,864-21,864-100%$1.0M———
Clearstead Advisors, LLC
N/A—21,087-21,087-100%$999.7K———
Wealthspire Retirement, LLC
N/A—20,890-20,890-100%$982.5K———
Gateway Wealth Partners, LLC
N/A—20,642-20,642-100%$978.6K———
Spinnaker Trust
N/A—19,892-19,892-100%$943.1K———
AlTi Global, Inc.
N/A—18,945-18,945-100%$898.2K———
GenTrust, LLC
N/A—18,490-18,490-100%$876.6K———
Falcon Wealth Planning
N/A—18,072-18,072-100%$856.8K———
Stock Yards Bank & Trust Co
N/A—17,745-17,745-100%$841.3K———
Bluespring Wealth Management, LLC
N/A—17,533-17,533-100%$831.2K———
Gould Asset Management LLC
N/A—16,890-16,890-100%$800.8K———
CreativeOne Wealth, LLC
N/A—16,498-16,498-100%$782.2K———
Nwam LLC
N/A—16,173-16,173-100%$766.8K———
Ameritas Investment Partners, Inc.
N/A—16,149-16,149-100%$765.6K———
Peninsula Asset Management Inc
N/A—16,100-16,100-100%$763.3K———
Ariadne Wealth Management, LP
N/A—15,467-15,467-100%$733.3K———
Commerce Bank
N/A—15,305-15,305-100%$725.6K———
Tradition Wealth Management, LLC
N/A—14,808-14,808-100%$702.0K———
Painted Porch Advisors LLC
N/A—14,705-14,705-100%$697.2K———
UMB Bank, n.a.
N/A—14,497-14,497-100%$687.3K———
Financial Alternatives, Inc
N/A—14,341-14,341-100%$679.9K———
Venturi Wealth Management, LLC
N/A—13,858-13,858-100%$657.0K———
Natixis Advisors, LLC
N/A—13,555-13,555-100%$642.0K———
Arax Advisory Partners
N/A—13,359-13,359-100%$633.3K———
Hilltop Partners LLC
N/A—13,175-13,175-100%$624.6K———
Rockbridge Investment Management, LCC
N/A—12,822-12,822-100%$607.9K———
AE Wealth Management LLC
N/A—12,616-12,616-100%$598.1K———
Mason & Associates Inc
N/A—12,536-12,536-100%$594.3K———
Ellenbecker Investment Group
N/A—12,399-12,399-100%$587.9K———
Retirement Income Solutions, Inc
N/A—11,934-11,934-100%$567.5K———
Wealth Alliance, LLC
N/A—11,054-11,054-100%$524.1K———
BlueStem Wealth Partners, LLC
N/A—10,940-10,940-100%$518.7K———
Compton Financial Group, LLC
N/A—10,710-10,710-100%$507.8K———
Common Fund for Nonprofit Organizations
N/A—10,522-10,522-100%$498.9K———
Potomac Fund Management Inc
N/A—10,427-10,427-100%$494.3K———
Principal Securities, Inc.
N/A—10,411-10,411-100%$493.6K———
MA Private Wealth
N/A—10,298-10,298-100%$488.2K———
Evolve Private Wealth, LLC
N/A—10,115-10,115-100%$479.6K———
Novare Capital Management LLC
N/A—9,798-9,798-100%$464.5K———
Sound View Wealth Advisors Group, LLC
N/A—9,732-9,732-100%$461.4K———
Veridan Wealth LLC
N/A—9,577-9,577-100%$454.0K———
Keystone Financial Services
N/A—9,547-9,547-100%$452.6K———
Diversified Trust Co
N/A—9,531-9,531-100%$451.9K———
Morris Financial Concepts, Inc.
N/A—9,235-9,235-100%$437.8K———
Transamerica Financial Advisors, LLC
N/A—9,040-9,040-100%$428.6K———
Sanchez Levi Garrett
N/A—8,904-8,904-100%$422.2K———
Global Retirement Partners, LLC
N/A—8,872-8,872-100%$420.6K———
Hills Bank & Trust Co
N/A—8,718-8,718-100%$413.3K———
Great Valley Advisor Group, Inc.
N/A—8,469-8,469-100%$402.0K———
FSB Premier Wealth Management, Inc.
N/A—8,311-8,311-100%$394.0K———
Okabena Investment Services Inc
N/A—8,257-8,257-100%$391.5K———
LaSalle St. Investment Advisors, LLC
N/A—7,972-7,972-100%$378.0K———
HBK Sorce Advisory LLC
N/A—7,902-7,902-100%$369.7K———
Curtis Wealth Management LLC
N/A—7,524-7,524-100%$356.7K———
Zhang Financial LLC
N/A—7,523-7,523-100%$356.7K———
Legacy Financial Group LLC
N/A—7,457-7,457-100%$353.5K———
Carr Financial Group Corp
N/A—7,398-7,398-100%$350.8K———
MAI Capital Management
N/A—7,395-7,395-100%$350.6K———
Vestmark Advisory Solutions, Inc.
N/A—7,307-7,307-100%$346.4K———
Focus Partners Advisor Solutions, LLC
N/A—7,208-7,208-100%$341.7K———
AQR Capital Management LLC
N/A—7,158-7,158-100%$339.4K———
Regal Investment Advisors LLC
N/A—7,084-7,084-100%$335.9K———
Farmers National Bank
N/A—6,920-6,920-100%$328.1K———
One Capital Management, LLC
N/A—6,805-6,805-100%$323.6K———
Fairview Capital Investment Management, LLC
N/A—6,775-6,775-100%$321.2K———
Fisher Asset Management, LLC
N/A—6,685-6,685-100%$316.9K———
Wealthgarden F.S. LLC
N/A—6,534-6,534-100%$309.8K———
Sovereign Financial Group, Inc.
N/A—6,429-6,429-100%$304.8K———
Benjamin Edwards Inc
N/A—6,364-6,364-100%$301.7K———
Blair William & Co
N/A—6,172-6,172-100%$292.6K———
Advisory Services Network, LLC
N/A—5,992-5,992-100%$284.1K———
Bragg Financial Advisors, Inc
N/A—5,917-5,917-100%$280.5K———
Kingsview Wealth Management, LLC
N/A—5,570-5,570-100%$264.1K———
Perennial Investment Advisors, LLC
N/A—5,122-5,122-100%$242.8K———
Trustmark Bank Trust Department
N/A—5,092-5,092-100%$241.4K———
Western Wealth Management, LLC
N/A—4,998-4,998-100%$236.9K———
Susquehanna International Group, LLP
N/A—4,963-4,963-100%$235.3K———
Dunhill Financial, LLC
N/A—4,930-4,930-100%$233.8K———
Warner Financial, Inc
N/A—4,918-4,918-100%$233.2K———
Keyvantage Wealth, LLC
N/A—4,889-4,889-100%$231.8K———
Resolute Wealth Advisor, Inc.
N/A—4,772-4,772-100%$226.9K———
Shared Vision Wealth Group LLC
N/A—4,541-4,541-100%$215.3K———
IHT Wealth Management, LLC
N/A—4,518-4,518-100%$214.2K———
OneAscent Financial Services LLC
N/A—4,507-4,507-100%$213.7K———
Citadel Advisors LLC
N/A—4,494-4,494-100%$213.1K———
American Money Management, LLC
N/A—4,454-4,454-100%$211.2K———
Cary Street Partners Investment Advisory LLC
N/A—4,385-4,385-100%$207.9K———
Godfrey Financial Associates, Inc.
N/A—4,336-4,336-100%$205.6K———
Twin Focus Capital Partners, LLC
N/A—4,247-4,247-100%$201.4K———
Manning & Napier Advisors LLC
N/A—3,922-3,922-100%$186.7K———
Continuum Advisory, LLC
N/A—3,890-3,890-100%$184.4K———
Gould Capital, LLC
N/A—2,842-2,842-100%$134.7K———
Founders Financial Alliance, LLC
N/A—2,806-2,806-100%$133.0K———
Motco
N/A—2,362-2,362-100%$112.0K———
Cary Street Partners Financial LLC
N/A—2,224-2,224-100%$105.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,196-2,196-100%$104.1K———
Crewe Advisors LLC
N/A—2,035-2,035-100%$96.5K———
Ameriflex Group, Inc.
N/A—1,861-1,861-100%$88.2K———
Proffitt & Goodson Inc
N/A—1,511-1,511-100%$71.6K———
Fiduciary Financial Advisors
N/A—1,439-1,439-100%$68.2K———
BFC Planning, Inc.
N/A—1,252-1,252-100%$59.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,252-1,252-100%$59.4K———
Ballast Advisors LLC
N/A—1,239-1,239-100%$58.7K———
IFG Advisory, LLC
N/A—968-968-100%$45.9K———
Financial Avengers, Inc.
N/A—818-818-100%$38.8K———
Hollencrest Capital Management
N/A—728-728-100%$34.5K———
VSM Wealth Advisory, LLC
N/A—704-704-100%$33.4K———
Glassy Mountain Advisors, Inc.
N/A—655-655-100%$31.1K———
Institute for Wealth Management, Llc.
N/A—633-633-100%$30.0K———
Wellington Grp LLC
N/A—542-542-100%$25.8K———
Kilter Group LLC
N/A—497-497-100%$23.6K———
Oakmont Advisory Group, LLC
N/A—492-492-100%$23.3K———
Raffa Wealth Management, LLC
N/A—485-485-100%$23.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—348-348-100%$16.5K———
Vanguard Advisers Inc
N/A—335-335-100%$15.9K———
1 North Wealth Services LLC
N/A—140-140-100%$6.6K———
Financial Gravity Companies, Inc.
N/A—68-68-100%$3.2K———
BNP Paribas Financial Markets
N/A—64-64-100%$3.0K———
JPL Wealth Management, LLC
N/A—50-50-100%$2.4K———
Millstone Evans Group, LLC
N/A—17-17-100%$806———
Hantz Financial Services, Inc.
N/A—6-6-100%$0———
Russell Investments Group, Ltd.
N/A—3-3-100%$145———
Strategic Wealth Partners, Ltd.
N/A—00—$13———
Showing 516 of 516 institutions