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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares1,601,358 from 1,590,035
Change+11,323 (+1%)
Value$83.3M (-$5.7M)
Filed 2026-11-02
Vontobel Holding Ltd.
UNCHANGED
Shares800,000 from 800,000
Change0 (0%)
Value$41.6M (-$3.1M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares373,602 from 346,255
Change+27,347 (+8%)
Value$19.4M (+$61.3K)
Filed 2026-11-02
Accredited Investors Inc.
INCREASED
Shares310,124 from 302,150
Change+7,974 (+3%)
Value$16.1M (-$772.8K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares285,127 from 288,299
Change-3,172 (-1%)
Value$14.8M (-$1.3M)
Filed 2026-10-28
Wealth Architects, LLC
DECREASED
Shares277,216 from 277,437
Change-221 (0%)
Value$14.4M (-$1.1M)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares263,628 from 260,272
Change+3,356 (+1%)
Value$13.7M (-$848.3K)
Filed 2026-10-27
Bailard, Inc.
DECREASED
Shares173,769 from 176,748
Change-2,979 (-2%)
Value$9.0M (-$849.5K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares167,740 from 172,992
Change-5,252 (-3%)
Value$8.7M (-$953.0K)
Filed 2026-10-15
Regatta Capital Group, LLC
INCREASED
Shares141,228 from 136,226
Change+5,002 (+4%)
Value$7.3M (-$275.3K)
Filed 2026-10-23
Stanich Group LLC
INCREASED
Shares135,968 from 135,264
Change+704 (+1%)
Value$7.1M (-$495.3K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares128,371 from 123,856
Change+4,515 (+4%)
Value$6.7M (-$252.0K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares113,841 from 109,623
Change+4,218 (+4%)
Value$6.0M (-$4.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares112,859 from 122,898
Change-10,039 (-8%)
Value$5.9K (-$6.9M)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
DECREASED
Shares111,144 from 112,127
Change-983 (-1%)
Value$5.8M (-$491.8K)
Filed 2026-10-26
Gemmer Asset Management LLC
INCREASED
Shares110,892 from 107,264
Change+3,628 (+3%)
Value$5.8M (-$232.9K)
Filed 2026-10-16
Bluestem Financial Advisors, LLC
INCREASED
Shares105,513 from 101,057
Change+4,456 (+4%)
Value$5.5M (-$165.4K)
Filed 2026-10-20
Regions Financial Corp
DECREASED
Shares105,131 from 105,918
Change-787 (-1%)
Value$5.5M (-$457.2K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares102,828 from 100,267
Change+2,561 (+3%)
Value$5.3M (-$260.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares88,482 from 87,783
Change+699 (+1%)
Value$4.6M (-$159.5K)
Filed 2026-10-13
TFC Financial Management, Inc.
INCREASED
Shares83,642 from 81,801
Change+1,841 (+2%)
Value$4.3M (-$225.7K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares82,353 from 78,608
Change+3,745 (+5%)
Value$4.3M (-$114.2K)
Filed 2026-10-30
Savant Capital, LLC
DECREASED
Shares78,393 from 87,222
Change-8,829 (-10%)
Value$4.1M (-$801.8K)
Filed 2026-11-06
Gradient Investments LLC
INCREASED
Shares77,736 from 75,253
Change+2,483 (+3%)
Value$4.0M (-$166.6K)
Filed 2026-10-08
eCIO, Inc.
INCREASED
Shares69,941 from 64,571
Change+5,370 (+8%)
Value$3.7M (+$98.2K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED
Shares69,766 from 62,122
Change+7,644 (+12%)
Value$3.6M (+$153.3K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares64,576 from 64,576
Change0 (0%)
Value$3.4M (-$253.8K)
Filed 2026-10-13
Integris Wealth Management, LLC
DECREASED
Shares63,861 from 69,298
Change-5,437 (-8%)
Value$3.3M (-$555.1K)
Filed 2026-10-14
Crestwood Advisors Group, LLC
INCREASED
Shares63,627 from 61,685
Change+1,942 (+3%)
Value$3.3M (-$141.5K)
Filed 2026-10-27
Laurel Wealth Planning LLC
INCREASED
Shares59,533 from 58,976
Change+557 (+1%)
Value$3.1M (-$202.8K)
Filed 2026-11-02
Vision Capital Management, Inc.
DECREASED
Shares58,263 from 58,779
Change-516 (-1%)
Value$3.0M (-$257.8K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares57,622 from 58,940
Change-1,318 (-2%)
Value$3.0M (-$300.2K)
Filed 2026-11-04
Tompkins Financial Corp
INCREASED
Shares55,554 from 54,843
Change+711 (+1%)
Value$2.9M (-$178.6K)
Filed 2026-10-05
Pearl Planning LLC
INCREASED
Shares49,650 from 46,809
Change+2,841 (+6%)
Value$2.6M (-$36.2K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares48,268 from 47,481
Change+787 (+2%)
Value$2.5M (-$145.7K)
Filed 2026-10-29
Omega Financial Group, LLC
DECREASED
Shares47,613 from 48,703
Change-1,090 (-2%)
Value$2.5M (-$248.1K)
Filed 2026-10-29
Sage Financial Group Inc
INCREASED
Shares46,875 from 46,334
Change+541 (+1%)
Value$2.4M (-$154.0K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares44,334 from 44,855
Change-521 (-1%)
Value$2.3M (-$203.4K)
Filed 2026-10-20
rebel Financial LLC
DECREASED
Shares43,333 from 46,444
Change-3,111 (-7%)
Value$2.3M (-$344.3K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares40,817 from 40,343
Change+474 (+1%)
Value$2.1M (-$133.9K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares40,164 from 41,792
Change-1,628 (-4%)
Value$2.1M (-$248.9K)
Filed 2026-10-21
Mascoma Wealth Management LLC
INCREASED
Shares39,593 from 27,573
Change+12,020 (+44%)
Value$2.1M (+$516.6K)
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED
Shares38,238 from 42,373
Change-4,135 (-10%)
Value$2.0M (-$381.5K)
Filed 2026-10-08
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares37,368 from 37,727
Change-359 (-1%)
Value$1.9M (-$166.9K)
Filed 2026-10-14
Citizens Financial Group Inc
DECREASED
Shares37,345 from 45,383
Change-8,038 (-18%)
Value$1.9M (-$596.3K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares36,771 from 40,077
Change-3,306 (-8%)
Value$1.9M (-$329.4K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares36,528 from 36,553
Change-25 (0%)
Value$1.9M (-$48.9K)
Filed 2026-10-27
Garde Capital, Inc.
DECREASED
Shares34,871 from 35,993
Change-1,122 (-3%)
Value$1.8M (-$199.8K)
Filed 2026-10-29
Allodium Investment Consultants, LLC
INCREASED
Shares34,387 from 13,141
Change+21,246 (+162%)
Value$1.8M (+$1.1M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares34,169 from 31,336
Change+2,833 (+9%)
Value$1.8M (+$24.2K)
Filed 2026-11-02
Invera Wealth Advisors, LLC
DECREASED
Shares33,879 from 34,121
Change-242 (-1%)
Value$1.8M (-$146.7K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares33,014 from 27,989
Change+5,025 (+18%)
Value$1.7M (+$151.3K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares31,748 from 29,597
Change+2,151 (+7%)
Value$1.7M (-$4.5K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
INCREASED
Shares31,123 from 31,010
Change+113 (+0%)
Value$1.6M (-$116.0K)
Filed 2026-10-05
Stordahl Capital Management, Inc.
UNCHANGED
Shares30,918 from 30,918
Change0 (0%)
Value$1.6M (-$121.5K)
Filed 2026-10-22
A&I Financial Services, LLC
INCREASED
Shares30,573 from 29,235
Change+1,338 (+5%)
Value$1.6M (-$45.3K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED
Shares30,086 from 30,306
Change-220 (-1%)
Value$1.6M (-$130.5K)
Filed 2026-10-16
Values Added Financial LLC
INCREASED
Shares29,791 from 28,527
Change+1,264 (+4%)
Value$1.5M (-$46.4K)
Filed 2026-10-28
Wealth Advisory Team LLC
DECREASED
Shares26,990 from 27,681
Change-691 (-2%)
Value$1.4M (-$144.7K)
Filed 2026-11-05
Pine Haven Investment Counsel, Inc
DECREASED
Shares26,659 from 26,669
Change-10 (0%)
Value$1.4M (-$105.3K)
Filed 2026-11-02
Topel & Distasi Wealth Management, LLC
INCREASED
Shares25,990 from 25,595
Change+395 (+2%)
Value$1.4M (-$80.0K)
Filed 2026-11-05
Towerpoint Wealth, LLC
DECREASED
Shares25,987 from 26,489
Change-502 (-2%)
Value$1.4M (-$130.2K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares25,564 from 24,335
Change+1,229 (+5%)
Value$1.3M (-$31.7K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares25,501 from 24,557
Change+944 (+4%)
Value$1.3M (-$47.5K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares25,166 from 17,555
Change+7,611 (+43%)
Value$1.3M (+$326.8K)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares23,762 from 24,773
Change-1,011 (-4%)
Value$1.2M (-$149.9K)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares23,694 from 29,909
Change-6,215 (-21%)
Value$1.2M (-$440.7K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares22,979 from 22,179
Change+800 (+4%)
Value$1.2M (-$45.6K)
Filed 2026-10-08
Cambridge Financial Group, LLC
UNCHANGED
Shares22,815 from 22,815
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-06
Brewster Financial Planning LLC
INCREASED
Shares22,424 from 16,415
Change+6,009 (+37%)
Value$1.2M (+$248.0K)
Filed 2026-10-13
Aufman Associates Inc
INCREASED
Shares22,338 from 21,909
Change+429 (+2%)
Value$1.2M (-$63.8K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED
Shares20,508 from 20,611
Change-103 (0%)
Value$1.1M (-$86.4K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
DECREASED
Shares20,290 from 21,893
Change-1,603 (-7%)
Value$1.1M (-$169.4K)
Filed 2026-10-28
Sound Stewardship, LLC
DECREASED
Shares19,766 from 19,838
Change-72 (0%)
Value$1.0M (-$81.7K)
Filed 2026-10-14
Fingerlakes Wealth Management, Inc.
DECREASED
Shares19,682 from 20,734
Change-1,052 (-5%)
Value$1.0M (-$136.2K)
Filed 2026-11-04
Boston Standard Wealth Management, LLC
INCREASED
Shares18,641 from 18,625
Change+16 (+0%)
Value$969.3K (-$70.9K)
Filed 2026-10-07
FSA Wealth Partners, Inc.
DECREASED
Shares18,515 from 61,433
Change-42,918 (-70%)
Value$962.8K (-$2.5M)
Filed 2026-10-26
One Day In July LLC
DECREASED
Shares17,715 from 17,815
Change-100 (-1%)
Value$921.2K (-$75.2K)
Filed 2026-10-30
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares17,434 from 17,434
Change0 (0%)
Value$906.6K (-$68.5K)
Filed 2026-10-28
Great Diamond Partners, LLC
INCREASED
Shares17,311 from 16,545
Change+766 (+5%)
Value$900.2K (-$25.2K)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares17,305 from 17,485
Change-180 (-1%)
Value$899.9K (-$78.1K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares17,097 from 18,950
Change-1,853 (-10%)
Value$889.0K (-$2.0K)
Filed 2026-10-13
First Heartland Consultants, Inc.
NEW
Shares16,979
Change+16,979
Value$882.9K
Filed 2026-10-08
CGN Advisors LLC
DECREASED
Shares16,503 from 18,874
Change-2,371 (-13%)
Value$858.1K (-$197.5K)
Filed 2026-10-21
Well Done, LLC
UNCHANGED
Shares16,277 from 16,277
Change0 (0%)
Value$846.4K (-$64.0K)
Filed 2026-10-20
Northland Capital Management LLC
DECREASED
Shares15,728 from 16,369
Change-641 (-4%)
Value$817.9K (-$97.7K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
DECREASED
Shares15,698 from 15,722
Change-24 (0%)
Value$816.3K (-$63.0K)
Filed 2026-10-16
Diversify Wealth Management, LLC
DECREASED
Shares15,464 from 15,703
Change-239 (-2%)
Value$813.1K (-$33.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares15,464 from 15,703
Change-239 (-2%)
Value$813.1K (-$33.8K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares15,298 from 15,088
Change+210 (+1%)
Value$795.0K (-$49.0K)
Filed 2026-11-05
Paragon Capital Management Ltd
INCREASED
Shares15,208 from 15,164
Change+44 (+0%)
Value$790.8K (-$57.3K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares14,658 from 14,658
Change0 (0%)
Value$762.2K (-$57.6K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
DECREASED
Shares14,453 from 15,072
Change-619 (-4%)
Value$751.6K (-$91.4K)
Filed 2026-10-16
Shepherd Financial Partners LLC
INCREASED
Shares14,423 from 14,401
Change+22 (+0%)
Value$750.0K (-$55.4K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares14,365 from 14,051
Change+314 (+2%)
Value$747.0K (-$38.9K)
Filed 2026-11-05
Klaas Financial Asset Advisors, LLC
DECREASED
Shares14,262 from 14,363
Change-101 (-1%)
Value$741.6K (-$61.7K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED
Shares13,619 from 13,627
Change-8 (0%)
Value$708.2K (-$54.0K)
Filed 2026-11-02
McClarren Financial Advisors, Inc.
INCREASED
Shares13,283 from 4,904
Change+8,379 (+171%)
Value$690.7K (+$416.4K)
Filed 2026-10-15
PDS Planning, Inc
DECREASED
Shares13,103 from 14,426
Change-1,323 (-9%)
Value$681.3K (-$125.5K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares12,946 from 13,457
Change-511 (-4%)
Value$673 (-$752.3K)
Filed 2026-10-26
Hill Island Financial LLC
DECREASED
Shares12,843 from 13,277
Change-434 (-3%)
Value$667.9K (-$74.7K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED
Shares12,414 from 11,946
Change+468 (+4%)
Value$645.5K (-$22.6K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares12,390 from 12,489
Change-99 (-1%)
Value$653.5K (-$33.8K)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares12,161 from 12,806
Change-645 (-5%)
Value$632.4K (-$83.9K)
Filed 2026-10-23
MGO One Seven LLC
UNCHANGED
Shares10,966 from 10,966
Change0 (0%)
Value$570.2K (-$43.1K)
Filed 2026-10-28
Bangor Savings Bank
DECREASED
Shares10,518 from 12,087
Change-1,569 (-13%)
Value$546.9K (-$129.1K)
Filed 2026-10-06
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares10,368 from 11,020
Change-652 (-6%)
Value$539.1K (-$77.2K)
Filed 2026-10-28
Brooklyn FI, LLC
DECREASED
Shares9,953 from 11,047
Change-1,094 (-10%)
Value$543.2K (-$55.8K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares9,930 from 11,826
Change-1,896 (-16%)
Value$516.4K (-$145.0K)
Filed 2026-10-23
Factor Wealth Management LTD
DECREASED
Shares9,876 from 9,994
Change-118 (-1%)
Value$513.6K (-$45.4K)
Filed 2026-10-08
Financial Futures Ltd Liability Co.
DECREASED
Shares9,822 from 11,932
Change-2,110 (-18%)
Value$510.8K (-$156.6K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares9,770 from 9,987
Change-217 (-2%)
Value$508.1K (-$50.5K)
Filed 2026-10-28
Mokosak Advisory Group, LLC
DECREASED
Shares9,665 from 9,992
Change-327 (-3%)
Value$502.6K (-$56.2K)
Filed 2026-10-20
Presilium Private Wealth, LLC
DECREASED
Shares9,557 from 10,145
Change-588 (-6%)
Value$497.0K (-$70.4K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares9,483
Change+9,483
Value$493.1K
Filed 2026-10-21
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares9,350 from 9,350
Change0 (0%)
Value$486.2K (-$36.7K)
Filed 2026-10-15
United Asset Strategies, Inc.
INCREASED
Shares9,178 from 8,852
Change+326 (+4%)
Value$477.3K (-$17.8K)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares9,173 from 9,173
Change0 (0%)
Value$477.0K (-$36.1K)
Filed 2026-11-02
Truefg, LLC
INCREASED
Shares9,041 from 9,032
Change+9 (+0%)
Value$470.2K (-$35.0K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares9,012 from 8,819
Change+193 (+2%)
Value$468.6K (-$24.6K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares9,007 from 9,069
Change-62 (-1%)
Value$468.4K (-$38.8K)
Filed 2026-10-14
Olio Financial Planning
DECREASED
Shares8,838 from 10,251
Change-1,413 (-14%)
Value$459.6K (-$113.8K)
Filed 2026-10-22
Weinberger Asset Management, Inc
INCREASED
Shares8,834 from 8,724
Change+110 (+1%)
Value$459.4K (-$9.3K)
Filed 2026-10-28
Ipsen Advisor Group LLC
INCREASED
Shares8,820 from 8,760
Change+60 (+1%)
Value$458.6K (-$31.3K)
Filed 2026-10-29
Emergent Wealth Advisors, LLC
DECREASED
Shares8,788 from 9,559
Change-771 (-8%)
Value$457.0K (-$77.7K)
Filed 2026-10-09
Tortoise Investment Management, LLC
INCREASED
Shares8,748 from 8,720
Change+28 (+0%)
Value$454.9K (-$32.8K)
Filed 2026-11-06
Washington Trust Bank
DECREASED
Shares8,560 from 8,594
Change-34 (0%)
Value$445.1K (-$35.5K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares8,522 from 8,200
Change+322 (+4%)
Value$443.1K (-$15.5K)
Filed 2026-10-22
Nautilus Advisors LLC
INCREASED
Shares8,468 from 8,466
Change+2 (+0%)
Value$440.3K (-$22.5K)
Filed 2026-10-07
First Pacific Financial
INCREASED
Shares8,292 from 8,268
Change+24 (+0%)
Value$431.2K (-$31.3K)
Filed 2026-10-14
Foster Group, Inc.
DECREASED
Shares8,119 from 9,412
Change-1,293 (-14%)
Value$422.2K (-$104.3K)
Filed 2026-10-13
Orin Green Financial, LLC
INCREASED
Shares7,988 from 7,741
Change+247 (+3%)
Value$415.4K (-$17.6K)
Filed 2026-10-19
Winter & Associates, Inc.
UNCHANGED
Shares7,940 from 7,940
Change0 (0%)
Value$418.9K (-$25.2K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED
Shares7,863 from 7,910
Change-47 (-1%)
Value$408.9K (-$33.5K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares7,739 from 4,476
Change+3,263 (+73%)
Value$402.4K (+$152.0K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares7,341 from 7,887
Change-546 (-7%)
Value$381.8K (-$59.4K)
Filed 2026-10-19
Opulen Financial Group LLC
INCREASED
Shares7,237 from 7,217
Change+20 (+0%)
Value$376.3K (-$27.3K)
Filed 2026-10-22
Linscomb Wealth, Inc.
UNCHANGED
Shares7,189 from 7,189
Change0 (0%)
Value$373.8K (-$28.3K)
Filed 2026-11-05
Ryan Investment Management, Inc.
INCREASED
Shares7,188 from 6,546
Change+642 (+10%)
Value$373.8K (+$7.7K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares7,115 from 7,406
Change-291 (-4%)
Value$370.0K (-$44.2K)
Filed 2026-10-13
Wells Financial Advisors Inc
UNCHANGED
Shares7,085 from 7,085
Change0 (0%)
Value$368.4K (-$27.8K)
Filed 2026-11-02
Ramiah Investment Group
INCREASED
Shares6,854 from 6,800
Change+54 (+1%)
Value$356.4K (-$23.9K)
Filed 2026-10-20
LWM Advisors Inc
UNCHANGED
Shares6,834 from 6,834
Change0 (0%)
Value$355.4K (-$26.9K)
Filed 2026-10-08
CWS Financial Advisors, LLC
INCREASED
Shares6,630 from 6,626
Change+4 (+0%)
Value$344.8K (-$25.8K)
Filed 2026-10-16
Equita Financial Network, Inc.
DECREASED
Shares6,458 from 7,263
Change-805 (-11%)
Value$335.8K (-$70.4K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED
Shares6,448 from 6,545
Change-97 (-1%)
Value$335.3K (-$30.8K)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares6,429 from 4,462
Change+1,967 (+44%)
Value$334.3K (+$84.7K)
Filed 2026-11-06
National Wealth Management Group, LLC
INCREASED
Shares6,390 from 6,370
Change+20 (+0%)
Value$332.3K (-$24.0K)
Filed 2026-10-26
Hiley Hunt Wealth Management
INCREASED
Shares6,346 from 6,334
Change+12 (+0%)
Value$330.0K (-$24.3K)
Filed 2026-10-08
Trust Co
INCREASED
Shares6,324 from 6,219
Change+105 (+2%)
Value$328.8K (-$19.0K)
Filed 2026-10-09
BLB&B Advisors, LLC
INCREASED
Shares6,275 from 5,843
Change+432 (+7%)
Value$326.3K (-$499)
Filed 2026-10-27
Werba Rubin Papier Wealth Management
INCREASED
Shares6,213 from 6,210
Change+3 (+0%)
Value$323.1K (-$24.2K)
Filed 2026-11-06
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares6,188 from 6,188
Change0 (0%)
Value$321.8K (-$24.3K)
Filed 2026-10-29
Harbor Group, Inc.
INCREASED
Shares6,079 from 6,062
Change+17 (+0%)
Value$316.1K (-$22.9K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
NEW
Shares6,067
Change+6,067
Value$315.5K
Filed 2026-10-26
Able Financial Group, LLC
NEW
Shares6,034
Change+6,034
Value$313.8K
Filed 2026-10-14
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares5,962 from 6,114
Change-152 (-2%)
Value$310.0K (-$31.9K)
Filed 2026-10-26
Old Peak Finance LLC
UNCHANGED
Shares5,962 from 5,962
Change0 (0%)
Value$310.0K (-$23.4K)
Filed 2026-11-02
Peak Financial Management, Inc.
DECREASED
Shares5,914 from 5,934
Change-20 (0%)
Value$307.5K (-$24.4K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
DECREASED
Shares5,792 from 5,849
Change-57 (-1%)
Value$301.2K (-$26.0K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
DECREASED
Shares5,773 from 6,557
Change-784 (-12%)
Value$300.2K (-$66.5K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares5,728 from 5,773
Change-45 (-1%)
Value$297.9K (-$25.0K)
Filed 2026-10-28
Weil Company, Inc.
DECREASED
Shares5,666 from 6,126
Change-460 (-8%)
Value$294.6K (-$48.0K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
INCREASED
Shares5,644 from 3,967
Change+1,677 (+42%)
Value$293.5K (+$71.6K)
Filed 2026-10-15
LexAurum Advisors, LLC
DECREASED
Shares5,612 from 5,762
Change-150 (-3%)
Value$291.8K (-$30.5K)
Filed 2026-10-19
Heritage Family Offices, LLP
UNCHANGED
Shares5,546 from 5,546
Change0 (0%)
Value$288.4K (-$21.8K)
Filed 2026-11-02
Stewardship Advisors, LLC
DECREASED
Shares5,505 from 5,792
Change-287 (-5%)
Value$286.3K (-$37.7K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED
Shares5,434 from 5,434
Change0 (0%)
Value$282.6K (-$21.4K)
Filed 2026-10-23
Vaughan & Co Securities, Inc.
DECREASED
Shares5,262 from 5,352
Change-90 (-2%)
Value$273.6K (-$25.7K)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares5,151 from 4,391
Change+760 (+17%)
Value$267.9K (+$22.3K)
Filed 2026-10-30
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares5,135 from 5,145
Change-10 (0%)
Value$267.0K (-$20.7K)
Filed 2026-10-16
Moller Wealth Partners
DECREASED
Shares5,093 from 5,096
Change-3 (0%)
Value$264.8K (-$20.2K)
Filed 2026-10-15
Finley Financial, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$261.9K (-$17.8K)
Filed 2026-10-28
Friedenthal Financial
DECREASED
Shares4,997 from 6,277
Change-1,280 (-20%)
Value$259.8K (-$91.2K)
Filed 2026-10-27
Jnba Financial Advisors
DECREASED
Shares4,811 from 4,856
Change-45 (-1%)
Value$250.2K (-$21.4K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
NEW
Shares4,753
Change+4,753
Value$247.2K
Filed 2026-11-02
AAF Wealth Management, LLC
DECREASED
Shares4,708 from 5,710
Change-1,002 (-18%)
Value$244.8K (-$74.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
NEW
Shares4,671
Change+4,671
Value$242.9K
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares4,590
Change+4,590
Value$238.7K
Filed 2026-10-14
Xena Financial Planning, LLC
INCREASED
Shares4,429 from 4,420
Change+9 (+0%)
Value$230.3K (-$16.9K)
Filed 2026-10-13
First Horizon Corp
INCREASED
Shares4,335 from 4,286
Change+49 (+1%)
Value$225.4K (-$14.3K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
INCREASED
Shares4,327 from 4,317
Change+10 (+0%)
Value$225.0K (-$16.5K)
Filed 2026-10-14
Accurate Wealth Management, LLC
UNCHANGED
Shares4,236 from 4,236
Change0 (0%)
Value$222.2K (-$9.4K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares4,211 from 4,182
Change+29 (+1%)
Value$219.0K (-$14.9K)
Filed 2026-10-14
Scott Capital Advisors, LLC
NEW
Shares4,210
Change+4,210
Value$220.3K
Filed 2026-10-13
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares4,202 from 4,202
Change0 (0%)
Value$218.5K (-$16.5K)
Filed 2026-10-27
Aaron Wealth Advisors LLC
NEW
Shares4,173
Change+4,173
Value$217.0K
Filed 2026-10-13
RTD Financial Advisors, Inc.
DECREASED
Shares4,164 from 4,221
Change-57 (-1%)
Value$216.5K (-$19.6K)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares4,115 from 4,069
Change+46 (+1%)
Value$214.0K (-$13.6K)
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED
Shares4,030 from 4,018
Change+12 (+0%)
Value$209.6K (-$15.2K)
Filed 2026-11-02
RKL Wealth Management LLC
INCREASED
Shares4,021 from 4,010
Change+11 (+0%)
Value$209.1K (-$15.2K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares4,007 from 4,011
Change-4 (0%)
Value$208.4K (-$16.0K)
Filed 2026-10-26
Naples Global Advisors, LLC
UNCHANGED
Shares3,988 from 3,988
Change0 (0%)
Value$207.4K (-$15.7K)
Filed 2026-11-05
DWR Wealth Management, LLC
INCREASED
Shares3,977 from 3,635
Change+342 (+9%)
Value$207.9K (+$6.4K)
Filed 2026-10-13
Nottingham Advisors, Inc.
DECREASED
Shares3,969 from 4,493
Change-524 (-12%)
Value$207.9K (-$33.0K)
Filed 2026-10-29
ETF Portfolio Partners, Inc.
INCREASED
Shares3,966 from 3,965
Change+1 (+0%)
Value$206.2K (-$15.5K)
Filed 2026-10-22
Pathway Financial Advisors LLC
DECREASED
Shares3,919 from 6,821
Change-2,902 (-43%)
Value$203.8K (-$170.5K)
Filed 2026-10-07
Bigelow Investment Advisors, LLC
DECREASED
Shares3,901 from 3,915
Change-14 (0%)
Value$202.9K (-$16.1K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED
Shares3,891 from 3,775
Change+116 (+3%)
Value$202.3K (-$8.8K)
Filed 2026-11-03
SWS Partners
INCREASED
Shares3,854 from 3,850
Change+4 (+0%)
Value$200.4K (-$14.9K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$193.9K (-$14.7K)
Filed 2026-10-16
FinArc Investments, Inc.
DECREASED
Shares3,701 from 3,827
Change-126 (-3%)
Value$192.5K (-$21.6K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares3,698 from 3,685
Change+13 (+0%)
Value$192.3K (-$13.8K)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$181.3K (-$13.7K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares3,465 from 3,459
Change+6 (+0%)
Value$180.2K (-$13.2K)
Filed 2026-11-05
American Capital Advisory, LLC
DECREASED
Shares3,334 from 3,516
Change-182 (-5%)
Value$173.4K (-$23.3K)
Filed 2026-10-28
Sherman Asset Management, Inc.
DECREASED
Shares3,273 from 3,323
Change-50 (-1%)
Value$170.2K (-$15.7K)
Filed 2026-11-05
Manchester Capital Management LLC
INCREASED
Shares3,258 from 857
Change+2,401 (+280%)
Value$169.4K (+$121.5K)
Filed 2026-10-22
Clean Yield Group
UNCHANGED
Shares3,223 from 3,223
Change0 (0%)
Value$167.6K (-$12.7K)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
UNCHANGED
Shares3,089 from 3,089
Change0 (0%)
Value$160.6K (-$12.1K)
Filed 2026-10-23
Yankcom Partnership
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$159.2K (-$12.0K)
Filed 2026-10-15
Blueline Advisors LLC
INCREASED
Shares2,818 from 2,811
Change+7 (+0%)
Value$146.5K (-$10.7K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares2,660 from 2,840
Change-180 (-6%)
Value$138.3K (-$20.5K)
Filed 2026-10-06
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares2,577 from 2,692
Change-115 (-4%)
Value$134.0K (-$16.6K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares2,380 from 2,062
Change+318 (+15%)
Value$123.8K (+$8.4K)
Filed 2026-11-05
Rossmore Private Capital
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$106.2K (-$8.0K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
NEW
Shares1,925
Change+1,925
Value$100.1K
Filed 2026-10-30
Advantage Trust Co
UNCHANGED
Shares1,907 from 1,907
Change0 (0%)
Value$99.2K (-$7.5K)
Filed 2026-10-19
Union Savings Bank
DECREASED
Shares1,709 from 1,827
Change-118 (-6%)
Value$88.9K (-$13.3K)
Filed 2026-10-14
Quaker Wealth Management, LLC
INCREASED
Shares1,671 from 1,642
Change+29 (+2%)
Value$86.9K (-$5.0K)
Filed 2026-10-22
Creative Financial Designs Inc
NEW
Shares1,625
Change+1,625
Value$84.5K
Filed 2026-11-04
4Thought Financial Group Inc.
DECREASED
Shares1,416 from 1,504
Change-88 (-6%)
Value$73.6K (-$10.5K)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares1,346 from 1,526
Change-180 (-12%)
Value$70.0K (-$15.4K)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares1,341 from 1,310
Change+31 (+2%)
Value$69.7K (-$3.5K)
Filed 2026-10-23
Nemes Rush Group LLC
INCREASED
Shares1,125 from 1,124
Change+1 (+0%)
Value$58.5K (-$4.4K)
Filed 2026-11-04
Kennebec Savings Bank
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$57.1K (-$4.3K)
Filed 2026-10-22
Pittenger & Anderson Inc
INCREASED
Shares1,065 from 350
Change+715 (+204%)
Value$55.4K (+$35.8K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares1,015 from 1,059
Change-44 (-4%)
Value$52.8K (-$6.5K)
Filed 2026-10-08
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares987 from 927
Change+60 (+6%)
Value$51.3K (-$524)
Filed 2026-10-07
Your Advocates Ltd., LLP
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$48.9K (-$3.7K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
NEW
Shares909
Change+909
Value$47.3K
Filed 2026-10-28
Polaris Financial Partners
NEW
Shares772
Change+772
Value$58
Filed 2026-10-02
Centerpoint Advisors, LLC
INCREASED
Shares754 from 700
Change+54 (+8%)
Value$39.0K ($0)
Filed 2026-11-05
Frankly Finances, LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$36.5K (-$2.8K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
INCREASED
Shares691 from 681
Change+10 (+1%)
Value$35.9K (-$2.2K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares681 from 158
Change+523 (+331%)
Value$35.4K (+$26.6K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares641
Change+641
Value$33.3K
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$30.4K (-$2.3K)
Filed 2026-10-20
Capitol Family Office, Inc.
DECREASED
Shares554 from 590
Change-36 (-6%)
Value$28.8K (-$4.2K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$28.6K (-$2.2K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares534 from 510
Change+24 (+5%)
Value$28 (-$1)
Filed 2026-10-30
Milestone Investment Advisors LLC
DECREASED
Shares500 from 612
Change-112 (-18%)
Value$26.0K (-$8.3K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares492 from 436
Change+56 (+13%)
Value$25.6K (+$1.2K)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$23.8K (-$1.8K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$23.4K (-$1.8K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$22.8K (-$1.7K)
Filed 2026-10-05
Archer Investment Corp
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$18.8K (-$1.4K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$18.7K (-$1.4K)
Filed 2026-10-07
Sunrise Financial Services, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$17.8K (-$1.3K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$17.5K (-$1.3K)
Filed 2026-10-22
Sawyer & Company, Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$16.9K (-$1.3K)
Filed 2026-10-21
Decker Retirement Planning Inc.
DECREASED
Shares250 from 76,149
Change-75,899 (-100%)
Value$13.0K (-$4.2M)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$12.9K (-$975)
Filed 2026-10-15
Center for Financial Planning, Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$11.3K (-$857)
Filed 2026-10-26
Maseco LLP
DECREASED
Shares216 from 254
Change-38 (-15%)
Value$11.2K (-$3.0K)
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.4K (-$786)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$9.3K (-$703)
Filed 2026-11-03
Cdkv Holdings LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$8.6K (-$649)
Filed 2026-10-28
Nfsg Corp
NEW
Shares163
Change+163
Value$8.5K
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares161
Change+161
Value$8.4K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares158 from 156
Change+2 (+1%)
Value$8.2K (-$509)
Filed 2026-10-16
Laurel Wealth Advisors LLC
NEW
Shares103
Change+103
Value$5.4K
Filed 2026-10-27
Kroeger Financial Partners
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$5.3K (-$397)
Filed 2026-10-19
Valued Wealth Advisors LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.2K (-$393)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.9K (-$369)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$4.1K (-$311)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.6K (-$275)
Filed 2026-10-22
Noble Wealth Management PBC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.1K (-$236)
Filed 2026-10-01
Wolff Wiese Magana LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.0K (-$228)
Filed 2026-10-15
Downshift Financial, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.8K (-$212)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares51
Change+51
Value$2.7K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares37
Change+37
Value$1.9K
Filed 2026-11-03
Hurley Capital, LLC
NEW
Shares36
Change+36
Value$1.9K
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.7K (-$130)
Filed 2026-10-16
Davis Capital Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$104 (-$8)
Filed 2026-10-08
Richardson Financial Services Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$104 (-$8)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$92 (-$5)
Filed 2026-11-05
HB Wealth Management, LLC
CLOSED
Shares0 from 8,129
Change-8,129 (-100%)
Value$0 (-$454.7K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 5,546
Change-5,546 (-100%)
Value$0 (-$310.2K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,287
Change-5,287 (-100%)
Value$0 (-$295.7K)
Filed 2026-10-15
Arlington Financial Advisors, LLC
CLOSED
Shares0 from 4,127
Change-4,127 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-19
Curtis Advisory Group, LLC
CLOSED
Shares0 from 3,836
Change-3,836 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 3,819
Change-3,819 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-13
Firestone Capital Management
CLOSED
Shares0 from 3,797
Change-3,797 (-100%)
Value$0 (-$212.4K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 3,757
Change-3,757 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-08
Pinnacle Associates LTD
CLOSED
Shares0 from 3,704
Change-3,704 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-20
Diversified Enterprises, LLC
CLOSED
Shares0 from 3,703
Change-3,703 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-19
Impact Investors, Inc
CLOSED
Shares0 from 3,673
Change-3,673 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-02
Avior Wealth Management, LLC
CLOSED
Shares0 from 3,637
Change-3,637 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 3,589
Change-3,589 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
CLOSED
Shares0 from 3,585
Change-3,585 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 2,228
Change-2,228 (-100%)
Value$0 (-$124.6K)
Filed 2026-10-21
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1,183
Change-1,183 (-100%)
Value$0 (-$66.2K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$775)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$615)
Filed 2026-10-26
Bank of America Corp
N/A
Shares— from 8,831,944
Change-8,831,944 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,485,042
Change-3,485,042 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,151,372
Change-2,151,372 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,776,129
Change-1,776,129 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,159,635
Change-1,159,635 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,026,609
Change-1,026,609 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 853,551
Change-853,551 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 804,008
Change-804,008 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 677,361
Change-677,361 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 674,301
Change-674,301 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 650,274
Change-650,274 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 639,445
Change-639,445 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 621,438
Change-621,438 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 537,216
Change-537,216 (-100%)
Value—
UBS Group AG
N/A
Shares— from 536,025
Change-536,025 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 506,211
Change-506,211 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 472,415
Change-472,415 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 457,065
Change-457,065 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 450,960
Change-450,960 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 391,008
Change-391,008 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 296,359
Change-296,359 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 277,449
Change-277,449 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 265,479
Change-265,479 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 253,060
Change-253,060 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 187,229
Change-187,229 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 184,723
Change-184,723 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 182,420
Change-182,420 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 167,157
Change-167,157 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 165,549
Change-165,549 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 163,115
Change-163,115 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 144,770
Change-144,770 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 144,256
Change-144,256 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 137,768
Change-137,768 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 133,598
Change-133,598 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 119,435
Change-119,435 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 114,627
Change-114,627 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 107,246
Change-107,246 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100,207
Change-100,207 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 99,939
Change-99,939 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 97,425
Change-97,425 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 88,490
Change-88,490 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 86,947
Change-86,947 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 85,136
Change-85,136 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 81,844
Change-81,844 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 74,792
Change-74,792 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 69,345
Change-69,345 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 68,007
Change-68,007 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 61,796
Change-61,796 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60,131
Change-60,131 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 59,532
Change-59,532 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 55,101
Change-55,101 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 53,342
Change-53,342 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 52,825
Change-52,825 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 48,716
Change-48,716 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 48,327
Change-48,327 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 47,848
Change-47,848 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 47,200
Change-47,200 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 46,902
Change-46,902 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 46,335
Change-46,335 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 43,620
Change-43,620 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 38,224
Change-38,224 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 36,849
Change-36,849 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 36,835
Change-36,835 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 34,096
Change-34,096 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 33,861
Change-33,861 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,374
Change-33,374 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 32,853
Change-32,853 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 32,613
Change-32,613 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 30,811
Change-30,811 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 30,589
Change-30,589 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 29,579
Change-29,579 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 29,516
Change-29,516 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 28,631
Change-28,631 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 28,444
Change-28,444 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 27,947
Change-27,947 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 27,866
Change-27,866 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 26,808
Change-26,808 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,702
Change-26,702 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 26,044
Change-26,044 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 25,827
Change-25,827 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,749
Change-24,749 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 24,510
Change-24,510 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,496
Change-22,496 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 21,962
Change-21,962 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,143
Change-21,143 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 20,730
Change-20,730 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 19,370
Change-19,370 (-100%)
Value—
&partners
N/A
Shares— from 19,337
Change-19,337 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,079
Change-19,079 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
Commerce Bank
N/A
Shares— from 17,721
Change-17,721 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,711
Change-17,711 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,694
Change-17,694 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,084
Change-17,084 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,851
Change-16,851 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,564
Change-16,564 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 15,928
Change-15,928 (-100%)
Value—
American Trust
N/A
Shares— from 15,818
Change-15,818 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 15,792
Change-15,792 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 15,475
Change-15,475 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,357
Change-15,357 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 14,869
Change-14,869 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,535
Change-14,535 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,249
Change-14,249 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 13,871
Change-13,871 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,839
Change-12,839 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 11,991
Change-11,991 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 10,357
Change-10,357 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 9,480
Change-9,480 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 7,733
Change-7,733 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,598
Change-4,598 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,186
Change-4,186 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 989
Change-989 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 950
Change-950 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 812
Change-812 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 690
Change-690 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 609
Change-609 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 561
Change-561 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 310
Change-310 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 233
Change-233 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 51
Change-51 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3
Change-3 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
INCREASED1,601,3581,590,035+11,323+1%$88.9M$83.3M-$5.7M2026-11-02
Vontobel Holding Ltd.
UNCHANGED800,000800,00000%$44.7M$41.6M-$3.1M2026-10-16
Commonwealth Equity Services, LLC
INCREASED373,602346,255+27,347+8%$19.4M$19.4M+$61.3K2026-11-02
Accredited Investors Inc.
INCREASED310,124302,150+7,974+3%$16.9M$16.1M-$772.8K2026-11-03
Modera Wealth Management, LLC
DECREASED285,127288,299-3,172-1%$16.1M$14.8M-$1.3M2026-10-28
Wealth Architects, LLC
DECREASED277,216277,437-2210%$15.5M$14.4M-$1.1M2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED263,628260,272+3,356+1%$14.6M$13.7M-$848.3K2026-10-27
Bailard, Inc.
DECREASED173,769176,748-2,979-2%$9.9M$9.0M-$849.5K2026-10-13
Mission Wealth Management, LP
DECREASED167,740172,992-5,252-3%$9.7M$8.7M-$953.0K2026-10-15
Regatta Capital Group, LLC
INCREASED141,228136,226+5,002+4%$7.6M$7.3M-$275.3K2026-10-23
Stanich Group LLC
INCREASED135,968135,264+704+1%$7.6M$7.1M-$495.3K2026-10-16
Mather Group, Llc.
INCREASED128,371123,856+4,515+4%$6.9M$6.7M-$252.0K2026-10-14
Apella Capital, LLC
INCREASED113,841109,623+4,218+4%$6.0M$6.0M-$4.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED112,859122,898-10,039-8%$6.9M$5.9K-$6.9M2026-11-02
Willow Creek Wealth Management Inc.
DECREASED111,144112,127-983-1%$6.3M$5.8M-$491.8K2026-10-26
Gemmer Asset Management LLC
INCREASED110,892107,264+3,628+3%$6.0M$5.8M-$232.9K2026-10-16
Bluestem Financial Advisors, LLC
INCREASED105,513101,057+4,456+4%$5.7M$5.5M-$165.4K2026-10-20
Regions Financial Corp
DECREASED105,131105,918-787-1%$5.9M$5.5M-$457.2K2026-11-05
Birchwood Financial Partners, Inc.
INCREASED102,828100,267+2,561+3%$5.6M$5.3M-$260.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED88,48287,783+699+1%$4.8M$4.6M-$159.5K2026-10-13
TFC Financial Management, Inc.
INCREASED83,64281,801+1,841+2%$4.6M$4.3M-$225.7K2026-10-26
Truist Financial Corp
INCREASED82,35378,608+3,745+5%$4.4M$4.3M-$114.2K2026-10-30
Savant Capital, LLC
DECREASED78,39387,222-8,829-10%$4.9M$4.1M-$801.8K2026-11-06
Gradient Investments LLC
INCREASED77,73675,253+2,483+3%$4.2M$4.0M-$166.6K2026-10-08
eCIO, Inc.
INCREASED69,94164,571+5,370+8%$3.6M$3.7M+$98.2K2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED69,76662,122+7,644+12%$3.5M$3.6M+$153.3K2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED64,57664,57600%$3.6M$3.4M-$253.8K2026-10-13
Integris Wealth Management, LLC
DECREASED63,86169,298-5,437-8%$3.9M$3.3M-$555.1K2026-10-14
Crestwood Advisors Group, LLC
INCREASED63,62761,685+1,942+3%$3.5M$3.3M-$141.5K2026-10-27
Laurel Wealth Planning LLC
INCREASED59,53358,976+557+1%$3.3M$3.1M-$202.8K2026-11-02
Vision Capital Management, Inc.
DECREASED58,26358,779-516-1%$3.3M$3.0M-$257.8K2026-10-20
Wesbanco Bank Inc
DECREASED57,62258,940-1,318-2%$3.3M$3.0M-$300.2K2026-11-04
Tompkins Financial Corp
INCREASED55,55454,843+711+1%$3.1M$2.9M-$178.6K2026-10-05
Pearl Planning LLC
INCREASED49,65046,809+2,841+6%$2.6M$2.6M-$36.2K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED48,26847,481+787+2%$2.7M$2.5M-$145.7K2026-10-29
Omega Financial Group, LLC
DECREASED47,61348,703-1,090-2%$2.7M$2.5M-$248.1K2026-10-29
Sage Financial Group Inc
INCREASED46,87546,334+541+1%$2.6M$2.4M-$154.0K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED44,33444,855-521-1%$2.5M$2.3M-$203.4K2026-10-20
rebel Financial LLC
DECREASED43,33346,444-3,111-7%$2.6M$2.3M-$344.3K2026-11-04
Aspiriant, LLC
INCREASED40,81740,343+474+1%$2.3M$2.1M-$133.9K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED40,16441,792-1,628-4%$2.3M$2.1M-$248.9K2026-10-21
Mascoma Wealth Management LLC
INCREASED39,59327,573+12,020+44%$1.5M$2.1M+$516.6K2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED38,23842,373-4,135-10%$2.4M$2.0M-$381.5K2026-10-08
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED37,36837,727-359-1%$2.1M$1.9M-$166.9K2026-10-14
Citizens Financial Group Inc
DECREASED37,34545,383-8,038-18%$2.5M$1.9M-$596.3K2026-10-23
Asset Dedication, LLC
DECREASED36,77140,077-3,306-8%$2.2M$1.9M-$329.4K2026-11-03
Chicago Partners Investment Group LLC
DECREASED36,52836,553-250%$2.0M$1.9M-$48.9K2026-10-27
Garde Capital, Inc.
DECREASED34,87135,993-1,122-3%$2.0M$1.8M-$199.8K2026-10-29
Allodium Investment Consultants, LLC
INCREASED34,38713,141+21,246+162%$735.0K$1.8M+$1.1M2026-10-14
Kestra Advisory Services, LLC
INCREASED34,16931,336+2,833+9%$1.8M$1.8M+$24.2K2026-11-02
Invera Wealth Advisors, LLC
DECREASED33,87934,121-242-1%$1.9M$1.8M-$146.7K2026-10-28
Axxcess Wealth Management, LLC
INCREASED33,01427,989+5,025+18%$1.6M$1.7M+$151.3K2026-10-21
Brookstone Capital Management
INCREASED31,74829,597+2,151+7%$1.7M$1.7M-$4.5K2026-10-22
Ferguson Wellman Capital Management, Inc
INCREASED31,12331,010+113+0%$1.7M$1.6M-$116.0K2026-10-05
Stordahl Capital Management, Inc.
UNCHANGED30,91830,91800%$1.7M$1.6M-$121.5K2026-10-22
A&I Financial Services, LLC
INCREASED30,57329,235+1,338+5%$1.6M$1.6M-$45.3K2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED30,08630,306-220-1%$1.7M$1.6M-$130.5K2026-10-16
Values Added Financial LLC
INCREASED29,79128,527+1,264+4%$1.6M$1.5M-$46.4K2026-10-28
Wealth Advisory Team LLC
DECREASED26,99027,681-691-2%$1.5M$1.4M-$144.7K2026-11-05
Pine Haven Investment Counsel, Inc
DECREASED26,65926,669-100%$1.5M$1.4M-$105.3K2026-11-02
Topel & Distasi Wealth Management, LLC
INCREASED25,99025,595+395+2%$1.4M$1.4M-$80.0K2026-11-05
Towerpoint Wealth, LLC
DECREASED25,98726,489-502-2%$1.5M$1.4M-$130.2K2026-10-13
Compound Planning, Inc.
INCREASED25,56424,335+1,229+5%$1.4M$1.3M-$31.7K2026-11-05
Trilogy Capital Inc.
INCREASED25,50124,557+944+4%$1.4M$1.3M-$47.5K2026-10-20
Parallel Advisors, LLC
INCREASED25,16617,555+7,611+43%$981.9K$1.3M+$326.8K2026-11-03
Bell Investment Advisors, Inc
DECREASED23,76224,773-1,011-4%$1.4M$1.2M-$149.9K2026-10-29
Assetmark, Inc
DECREASED23,69429,909-6,215-21%$1.7M$1.2M-$440.7K2026-10-21
Farther Finance Advisors, LLC
INCREASED22,97922,179+800+4%$1.2M$1.2M-$45.6K2026-10-08
Cambridge Financial Group, LLC
UNCHANGED22,81522,81500%$1.3M$1.3M$02026-10-06
Brewster Financial Planning LLC
INCREASED22,42416,415+6,009+37%$918.1K$1.2M+$248.0K2026-10-13
Aufman Associates Inc
INCREASED22,33821,909+429+2%$1.2M$1.2M-$63.8K2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED20,50820,611-1030%$1.2M$1.1M-$86.4K2026-11-04
Cranbrook Wealth Management, LLC
DECREASED20,29021,893-1,603-7%$1.2M$1.1M-$169.4K2026-10-28
Sound Stewardship, LLC
DECREASED19,76619,838-720%$1.1M$1.0M-$81.7K2026-10-14
Fingerlakes Wealth Management, Inc.
DECREASED19,68220,734-1,052-5%$1.2M$1.0M-$136.2K2026-11-04
Boston Standard Wealth Management, LLC
INCREASED18,64118,625+16+0%$1.0M$969.3K-$70.9K2026-10-07
FSA Wealth Partners, Inc.
DECREASED18,51561,433-42,918-70%$3.4M$962.8K-$2.5M2026-10-26
One Day In July LLC
DECREASED17,71517,815-100-1%$996.4K$921.2K-$75.2K2026-10-30
Moss Adams Wealth Advisors LLC
UNCHANGED17,43417,43400%$975.1K$906.6K-$68.5K2026-10-28
Great Diamond Partners, LLC
INCREASED17,31116,545+766+5%$925.4K$900.2K-$25.2K2026-10-13
Acropolis Investment Management, LLC
DECREASED17,30517,485-180-1%$977.9K$899.9K-$78.1K2026-10-08
SAX Wealth Advisors, LLC
DECREASED17,09718,950-1,853-10%$891.0K$889.0K-$2.0K2026-10-13
First Heartland Consultants, Inc.
NEW16,979—+16,979——$882.9K—2026-10-08
CGN Advisors LLC
DECREASED16,50318,874-2,371-13%$1.1M$858.1K-$197.5K2026-10-21
Well Done, LLC
UNCHANGED16,27716,27700%$910.4K$846.4K-$64.0K2026-10-20
Northland Capital Management LLC
DECREASED15,72816,369-641-4%$915.5K$817.9K-$97.7K2026-10-15
Birch Hill Investment Advisors LLC
DECREASED15,69815,722-240%$879.3K$816.3K-$63.0K2026-10-16
Diversify Wealth Management, LLC
DECREASED15,46415,703-239-2%$846.9K$813.1K-$33.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED15,46415,703-239-2%$846.9K$813.1K-$33.8K2026-10-20
Thrivent Financial for Lutherans
INCREASED15,29815,088+210+1%$844.0K$795.0K-$49.0K2026-11-05
Paragon Capital Management Ltd
INCREASED15,20815,164+44+0%$848.1K$790.8K-$57.3K2026-10-09
Plante Moran Financial Advisors, LLC
UNCHANGED14,65814,65800%$819.8K$762.2K-$57.6K2026-11-04
Opal Wealth Advisors, LLC
DECREASED14,45315,072-619-4%$843.0K$751.6K-$91.4K2026-10-16
Shepherd Financial Partners LLC
INCREASED14,42314,401+22+0%$805.4K$750.0K-$55.4K2026-11-03
Bank of New York Mellon Corp
INCREASED14,36514,051+314+2%$785.9K$747.0K-$38.9K2026-11-05
Klaas Financial Asset Advisors, LLC
DECREASED14,26214,363-101-1%$803.3K$741.6K-$61.7K2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED13,61913,627-80%$762.2K$708.2K-$54.0K2026-11-02
McClarren Financial Advisors, Inc.
INCREASED13,2834,904+8,379+171%$274.3K$690.7K+$416.4K2026-10-15
PDS Planning, Inc
DECREASED13,10314,426-1,323-9%$806.9K$681.3K-$125.5K2026-11-03
Park Avenue Securities LLC
DECREASED12,94613,457-511-4%$753.0K$673-$752.3K2026-10-26
Hill Island Financial LLC
DECREASED12,84313,277-434-3%$742.6K$667.9K-$74.7K2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED12,41411,946+468+4%$668.1K$645.5K-$22.6K2026-10-23
Affinity Capital Advisors, LLC
DECREASED12,39012,489-99-1%$687.3K$653.5K-$33.8K2026-10-13
Evergreen Capital Management LLC
DECREASED12,16112,806-645-5%$716.3K$632.4K-$83.9K2026-10-23
MGO One Seven LLC
UNCHANGED10,96610,96600%$613.3K$570.2K-$43.1K2026-10-28
Bangor Savings Bank
DECREASED10,51812,087-1,569-13%$676.0K$546.9K-$129.1K2026-10-06
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED10,36811,020-652-6%$616.3K$539.1K-$77.2K2026-10-28
Brooklyn FI, LLC
DECREASED9,95311,047-1,094-10%$599.1K$543.2K-$55.8K2026-11-05
Apollon Wealth Management, LLC
DECREASED9,93011,826-1,896-16%$661.4K$516.4K-$145.0K2026-10-23
Factor Wealth Management LTD
DECREASED9,8769,994-118-1%$559.0K$513.6K-$45.4K2026-10-08
Financial Futures Ltd Liability Co.
DECREASED9,82211,932-2,110-18%$667.4K$510.8K-$156.6K2026-10-13
Founders Financial Securities LLC
DECREASED9,7709,987-217-2%$558.6K$508.1K-$50.5K2026-10-28
Mokosak Advisory Group, LLC
DECREASED9,6659,992-327-3%$558.8K$502.6K-$56.2K2026-10-20
Presilium Private Wealth, LLC
DECREASED9,55710,145-588-6%$567.4K$497.0K-$70.4K2026-10-26
First Affirmative Financial Network
NEW9,483—+9,483——$493.1K—2026-10-21
Roof Eidam Maycock Peralta, LLC
UNCHANGED9,3509,35000%$522.9K$486.2K-$36.7K2026-10-15
United Asset Strategies, Inc.
INCREASED9,1788,852+326+4%$495.1K$477.3K-$17.8K2026-10-28
Key FInancial Inc
UNCHANGED9,1739,17300%$513.0K$477.0K-$36.1K2026-11-02
Truefg, LLC
INCREASED9,0419,032+9+0%$505.2K$470.2K-$35.0K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED9,0128,819+193+2%$493.2K$468.6K-$24.6K2026-10-13
Davenport & Co LLC
DECREASED9,0079,069-62-1%$507.2K$468.4K-$38.8K2026-10-14
Olio Financial Planning
DECREASED8,83810,251-1,413-14%$573.3K$459.6K-$113.8K2026-10-22
Weinberger Asset Management, Inc
INCREASED8,8348,724+110+1%$468.7K$459.4K-$9.3K2026-10-28
Ipsen Advisor Group LLC
INCREASED8,8208,760+60+1%$489.9K$458.6K-$31.3K2026-10-29
Emergent Wealth Advisors, LLC
DECREASED8,7889,559-771-8%$534.6K$457.0K-$77.7K2026-10-09
Tortoise Investment Management, LLC
INCREASED8,7488,720+28+0%$487.7K$454.9K-$32.8K2026-11-06
Washington Trust Bank
DECREASED8,5608,594-340%$480.7K$445.1K-$35.5K2026-11-03
Midwest Trust Co
INCREASED8,5228,200+322+4%$458.6K$443.1K-$15.5K2026-10-22
Nautilus Advisors LLC
INCREASED8,4688,466+2+0%$462.8K$440.3K-$22.5K2026-10-07
First Pacific Financial
INCREASED8,2928,268+24+0%$462.4K$431.2K-$31.3K2026-10-14
Foster Group, Inc.
DECREASED8,1199,412-1,293-14%$526.4K$422.2K-$104.3K2026-10-13
Orin Green Financial, LLC
INCREASED7,9887,741+247+3%$433.0K$415.4K-$17.6K2026-10-19
Winter & Associates, Inc.
UNCHANGED7,9407,94000%$444.1K$418.9K-$25.2K2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED7,8637,910-47-1%$442.4K$408.9K-$33.5K2026-10-16
Lido Advisors, LLC
INCREASED7,7394,476+3,263+73%$250.4K$402.4K+$152.0K2026-11-04
NWF Advisory Services Inc.
DECREASED7,3417,887-546-7%$441.1K$381.8K-$59.4K2026-10-19
Opulen Financial Group LLC
INCREASED7,2377,217+20+0%$403.6K$376.3K-$27.3K2026-10-22
Linscomb Wealth, Inc.
UNCHANGED7,1897,18900%$402.1K$373.8K-$28.3K2026-11-05
Ryan Investment Management, Inc.
INCREASED7,1886,546+642+10%$366.1K$373.8K+$7.7K2026-10-20
Richard P Slaughter Associates Inc
DECREASED7,1157,406-291-4%$414.2K$370.0K-$44.2K2026-10-13
Wells Financial Advisors Inc
UNCHANGED7,0857,08500%$396.3K$368.4K-$27.8K2026-11-02
Ramiah Investment Group
INCREASED6,8546,800+54+1%$380.3K$356.4K-$23.9K2026-10-20
LWM Advisors Inc
UNCHANGED6,8346,83400%$382.2K$355.4K-$26.9K2026-10-08
CWS Financial Advisors, LLC
INCREASED6,6306,626+4+0%$370.6K$344.8K-$25.8K2026-10-16
Equita Financial Network, Inc.
DECREASED6,4587,263-805-11%$406.2K$335.8K-$70.4K2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED6,4486,545-97-1%$366.1K$335.3K-$30.8K2026-10-16
Baker Avenue Asset Management, LP
INCREASED6,4294,462+1,967+44%$249.6K$334.3K+$84.7K2026-11-06
National Wealth Management Group, LLC
INCREASED6,3906,370+20+0%$356.3K$332.3K-$24.0K2026-10-26
Hiley Hunt Wealth Management
INCREASED6,3466,334+12+0%$354.3K$330.0K-$24.3K2026-10-08
Trust Co
INCREASED6,3246,219+105+2%$347.8K$328.8K-$19.0K2026-10-09
BLB&B Advisors, LLC
INCREASED6,2755,843+432+7%$326.8K$326.3K-$4992026-10-27
Werba Rubin Papier Wealth Management
INCREASED6,2136,210+3+0%$347.3K$323.1K-$24.2K2026-11-06
Hurlow Wealth Management Group, Inc.
UNCHANGED6,1886,18800%$346.1K$321.8K-$24.3K2026-10-29
Harbor Group, Inc.
INCREASED6,0796,062+17+0%$339.0K$316.1K-$22.9K2026-10-14
Lodestar Private Asset Management LLC
NEW6,067—+6,067——$315.5K—2026-10-26
Able Financial Group, LLC
NEW6,034—+6,034——$313.8K—2026-10-14
Higgins & Schmidt Wealth Strategies LLC
DECREASED5,9626,114-152-2%$342.0K$310.0K-$31.9K2026-10-26
Old Peak Finance LLC
UNCHANGED5,9625,96200%$333.5K$310.0K-$23.4K2026-11-02
Peak Financial Management, Inc.
DECREASED5,9145,934-200%$331.9K$307.5K-$24.4K2026-10-16
TCI Wealth Advisors, Inc.
DECREASED5,7925,849-57-1%$327.1K$301.2K-$26.0K2026-10-30
Summit Wealth Group LLC / Co
DECREASED5,7736,557-784-12%$366.7K$300.2K-$66.5K2026-10-29
Choreo, LLC
DECREASED5,7285,773-45-1%$322.9K$297.9K-$25.0K2026-10-28
Weil Company, Inc.
DECREASED5,6666,126-460-8%$342.6K$294.6K-$48.0K2026-10-14
Patriot Investment Management Group, Inc.
INCREASED5,6443,967+1,677+42%$221.9K$293.5K+$71.6K2026-10-15
LexAurum Advisors, LLC
DECREASED5,6125,762-150-3%$322.3K$291.8K-$30.5K2026-10-19
Heritage Family Offices, LLP
UNCHANGED5,5465,54600%$310.2K$288.4K-$21.8K2026-11-02
Stewardship Advisors, LLC
DECREASED5,5055,792-287-5%$323.9K$286.3K-$37.7K2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED5,4345,43400%$303.9K$282.6K-$21.4K2026-10-23
Vaughan & Co Securities, Inc.
DECREASED5,2625,352-90-2%$299.3K$273.6K-$25.7K2026-10-23
Associated Banc-Corp
INCREASED5,1514,391+760+17%$245.6K$267.9K+$22.3K2026-10-30
Cornerstone Wealth Advisors, Inc.
DECREASED5,1355,145-100%$287.8K$267.0K-$20.7K2026-10-16
Moller Wealth Partners
DECREASED5,0935,096-30%$285.0K$264.8K-$20.2K2026-10-15
Finley Financial, LLC
UNCHANGED5,0005,00000%$279.7K$261.9K-$17.8K2026-10-28
Friedenthal Financial
DECREASED4,9976,277-1,280-20%$351.1K$259.8K-$91.2K2026-10-27
Jnba Financial Advisors
DECREASED4,8114,856-45-1%$271.6K$250.2K-$21.4K2026-11-03
GC Wealth Management RIA, LLC
NEW4,753—+4,753——$247.2K—2026-11-02
AAF Wealth Management, LLC
DECREASED4,7085,710-1,002-18%$319.4K$244.8K-$74.5K2026-10-28
Concurrent Investment Advisors, LLC
NEW4,671—+4,671——$242.9K—2026-10-16
Fortress Financial Solutions, LLC
NEW4,590—+4,590——$238.7K—2026-10-14
Xena Financial Planning, LLC
INCREASED4,4294,420+9+0%$247.2K$230.3K-$16.9K2026-10-13
First Horizon Corp
INCREASED4,3354,286+49+1%$239.7K$225.4K-$14.3K2026-10-26
Traphagen Investment Advisors LLC
INCREASED4,3274,317+10+0%$241.5K$225.0K-$16.5K2026-10-14
Accurate Wealth Management, LLC
UNCHANGED4,2364,23600%$231.6K$222.2K-$9.4K2026-10-20
XY Planning Network, Inc.
INCREASED4,2114,182+29+1%$233.9K$219.0K-$14.9K2026-10-14
Scott Capital Advisors, LLC
NEW4,210—+4,210——$220.3K—2026-10-13
Etesian Wealth Advisors, Inc.
UNCHANGED4,2024,20200%$235.0K$218.5K-$16.5K2026-10-27
Aaron Wealth Advisors LLC
NEW4,173—+4,173——$217.0K—2026-10-13
RTD Financial Advisors, Inc.
DECREASED4,1644,221-57-1%$236.1K$216.5K-$19.6K2026-10-09
Focus Financial Network, Inc.
INCREASED4,1154,069+46+1%$227.6K$214.0K-$13.6K2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED4,0304,018+12+0%$224.7K$209.6K-$15.2K2026-11-02
RKL Wealth Management LLC
INCREASED4,0214,010+11+0%$224.3K$209.1K-$15.2K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED4,0074,011-40%$224.3K$208.4K-$16.0K2026-10-26
Naples Global Advisors, LLC
UNCHANGED3,9883,98800%$223.1K$207.4K-$15.7K2026-11-05
DWR Wealth Management, LLC
INCREASED3,9773,635+342+9%$201.5K$207.9K+$6.4K2026-10-13
Nottingham Advisors, Inc.
DECREASED3,9694,493-524-12%$240.9K$207.9K-$33.0K2026-10-29
ETF Portfolio Partners, Inc.
INCREASED3,9663,965+1+0%$221.8K$206.2K-$15.5K2026-10-22
Pathway Financial Advisors LLC
DECREASED3,9196,821-2,902-43%$374.3K$203.8K-$170.5K2026-10-07
Bigelow Investment Advisors, LLC
DECREASED3,9013,915-140%$219.0K$202.9K-$16.1K2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED3,8913,775+116+3%$211.1K$202.3K-$8.8K2026-11-03
SWS Partners
INCREASED3,8543,850+4+0%$215.3K$200.4K-$14.9K2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,7293,72900%$208.5K$193.9K-$14.7K2026-10-16
FinArc Investments, Inc.
DECREASED3,7013,827-126-3%$214.0K$192.5K-$21.6K2026-10-14
Larson Financial Group LLC
INCREASED3,6983,685+13+0%$206.1K$192.3K-$13.8K2026-11-05
Central Trust Co
UNCHANGED3,4863,48600%$195.0K$181.3K-$13.7K2026-11-05
Fifth Third Bancorp
INCREASED3,4653,459+6+0%$193.4K$180.2K-$13.2K2026-11-05
American Capital Advisory, LLC
DECREASED3,3343,516-182-5%$196.7K$173.4K-$23.3K2026-10-28
Sherman Asset Management, Inc.
DECREASED3,2733,323-50-1%$185.9K$170.2K-$15.7K2026-11-05
Manchester Capital Management LLC
INCREASED3,258857+2,401+280%$47.9K$169.4K+$121.5K2026-10-22
Clean Yield Group
UNCHANGED3,2233,22300%$180.3K$167.6K-$12.7K2026-10-28
Carolina Wealth Advisors, LLC
UNCHANGED3,0893,08900%$172.8K$160.6K-$12.1K2026-10-23
Yankcom Partnership
UNCHANGED3,0603,06000%$171.2K$159.2K-$12.0K2026-10-15
Blueline Advisors LLC
INCREASED2,8182,811+7+0%$157.2K$146.5K-$10.7K2026-10-15
Central Pacific Bank - Trust Division
DECREASED2,6602,840-180-6%$158.8K$138.3K-$20.5K2026-10-06
Pension & Wealth Management Advisors, Inc.
DECREASED2,5772,692-115-4%$150.6K$134.0K-$16.6K2026-10-16
Rossby Financial, LCC
INCREASED2,3802,062+318+15%$115.3K$123.8K+$8.4K2026-11-05
Rossmore Private Capital
UNCHANGED2,0422,04200%$114.2K$106.2K-$8.0K2026-10-27
Capital Investment Advisory Services, LLC
NEW1,925—+1,925——$100.1K—2026-10-30
Advantage Trust Co
UNCHANGED1,9071,90700%$106.7K$99.2K-$7.5K2026-10-19
Union Savings Bank
DECREASED1,7091,827-118-6%$102.2K$88.9K-$13.3K2026-10-14
Quaker Wealth Management, LLC
INCREASED1,6711,642+29+2%$91.8K$86.9K-$5.0K2026-10-22
Creative Financial Designs Inc
NEW1,625—+1,625——$84.5K—2026-11-04
4Thought Financial Group Inc.
DECREASED1,4161,504-88-6%$84.1K$73.6K-$10.5K2026-11-02
Investors Research Corp
DECREASED1,3461,526-180-12%$85.3K$70.0K-$15.4K2026-10-07
Signaturefd, LLC
INCREASED1,3411,310+31+2%$73.3K$69.7K-$3.5K2026-10-23
Nemes Rush Group LLC
INCREASED1,1251,124+1+0%$62.8K$58.5K-$4.4K2026-11-04
Kennebec Savings Bank
UNCHANGED1,0991,09900%$61.5K$57.1K-$4.3K2026-10-22
Pittenger & Anderson Inc
INCREASED1,065350+715+204%$19.6K$55.4K+$35.8K2026-11-02
CoreCap Advisors, LLC
DECREASED1,0151,059-44-4%$59.2K$52.8K-$6.5K2026-10-08
MJT & Associates Financial Advisory Group, Inc.
INCREASED987927+60+6%$51.8K$51.3K-$5242026-10-07
Your Advocates Ltd., LLP
UNCHANGED94194100%$52.6K$48.9K-$3.7K2026-11-03
Buck Wealth Strategies, LLC
NEW909—+909——$47.3K—2026-10-28
Polaris Financial Partners
NEW772—+772——$58—2026-10-02
Centerpoint Advisors, LLC
INCREASED754700+54+8%$39.0K$39.0K$02026-11-05
Frankly Finances, LLC
UNCHANGED70170100%$39.2K$36.5K-$2.8K2026-10-28
Armstrong Advisory Group, Inc
INCREASED691681+10+1%$38.1K$35.9K-$2.2K2026-10-09
Triumph Capital Management
INCREASED681158+523+331%$8.8K$35.4K+$26.6K2026-10-14
Next Level Wealth Planning, LLC
NEW641—+641——$33.3K—2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED58458400%$32.7K$30.4K-$2.3K2026-10-20
Capitol Family Office, Inc.
DECREASED554590-36-6%$33.0K$28.8K-$4.2K2026-10-13
US Bancorp \de\
UNCHANGED55055000%$30.8K$28.6K-$2.2K2026-11-05
Covestor Ltd
INCREASED534510+24+5%$29$28-$12026-10-30
Milestone Investment Advisors LLC
DECREASED500612-112-18%$34.2K$26.0K-$8.3K2026-11-05
Cape Investment Advisory, Inc.
INCREASED492436+56+13%$24.4K$25.6K+$1.2K2026-10-13
AlphaCore Capital LLC
UNCHANGED45845800%$25.6K$23.8K-$1.8K2026-11-04
Birchbrook, Inc.
UNCHANGED45045000%$25.2K$23.4K-$1.8K2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED43843800%$24.5K$22.8K-$1.7K2026-10-05
Archer Investment Corp
UNCHANGED36136100%$20.2K$18.8K-$1.4K2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED36036000%$20.1K$18.7K-$1.4K2026-10-07
Sunrise Financial Services, LLC
UNCHANGED34234200%$19.1K$17.8K-$1.3K2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED33733700%$18.8K$17.5K-$1.3K2026-10-22
Sawyer & Company, Inc
UNCHANGED32532500%$18.2K$16.9K-$1.3K2026-10-21
Decker Retirement Planning Inc.
DECREASED25076,149-75,899-100%$4.3M$13.0K-$4.2M2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED24824800%$13.9K$12.9K-$9752026-10-15
Center for Financial Planning, Inc.
UNCHANGED21821800%$12.2K$11.3K-$8572026-10-26
Maseco LLP
DECREASED216254-38-15%$14.2K$11.2K-$3.0K2026-10-27
MTM Investment Management, LLC
UNCHANGED20020000%$11.2K$10.4K-$7862026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED17917900%$10.0K$9.3K-$7032026-11-03
Cdkv Holdings LLC
UNCHANGED16516500%$9.2K$8.6K-$6492026-10-28
Nfsg Corp
NEW163—+163——$8.5K—2026-10-15
Balance Wealth Partners LLC
NEW161—+161——$8.4K—2026-10-27
IFP Advisors, Inc
INCREASED158156+2+1%$8.7K$8.2K-$5092026-10-16
Laurel Wealth Advisors LLC
NEW103—+103——$5.4K—2026-10-27
Kroeger Financial Partners
UNCHANGED10110100%$5.6K$5.3K-$3972026-10-19
Valued Wealth Advisors LLC
UNCHANGED10010000%$5.6K$5.2K-$3932026-11-05
Concord Wealth Partners
UNCHANGED949400%$5.3K$4.9K-$3692026-11-02
Atwood & Palmer Inc
UNCHANGED797900%$4.4K$4.1K-$3112026-10-08
Barrett & Company, Inc.
UNCHANGED707000%$3.9K$3.6K-$2752026-10-22
Noble Wealth Management PBC
UNCHANGED606000%$3.4K$3.1K-$2362026-10-01
Wolff Wiese Magana LLC
UNCHANGED585800%$3.2K$3.0K-$2282026-10-15
Downshift Financial, LLC
UNCHANGED545400%$3.0K$2.8K-$2122026-10-13
Root Financial Partners, LLC
NEW51—+51——$2.7K—2026-10-21
Ascentis Independent Advisors
NEW37—+37——$1.9K—2026-11-03
Hurley Capital, LLC
NEW36—+36——$1.9K—2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED333300%$1.8K$1.7K-$1302026-10-16
Davis Capital Management
UNCHANGED2200%$112$104-$82026-10-08
Richardson Financial Services Inc.
UNCHANGED2200%$112$104-$82026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED2200%$97$92-$52026-11-05
HB Wealth Management, LLC
CLOSED08,129-8,129-100%$454.7K$0-$454.7K2026-10-23
Pacific Excel Wealth Advisors, Inc.
CLOSED05,546-5,546-100%$310.2K$0-$310.2K2026-10-27
AdvisorNet Financial, Inc
CLOSED05,287-5,287-100%$295.7K$0-$295.7K2026-10-15
Arlington Financial Advisors, LLC
CLOSED04,127-4,127-100%$230.8K$0-$230.8K2026-10-19
Curtis Advisory Group, LLC
CLOSED03,836-3,836-100%$214.5K$0-$214.5K2026-10-28
Fiduciary Financial Group, LLC
CLOSED03,819-3,819-100%$213.6K$0-$213.6K2026-10-13
Firestone Capital Management
CLOSED03,797-3,797-100%$212.4K$0-$212.4K2026-11-03
Valeo Financial Advisors, LLC
CLOSED03,757-3,757-100%$210.1K$0-$210.1K2026-10-08
Pinnacle Associates LTD
CLOSED03,704-3,704-100%$207.2K$0-$207.2K2026-10-20
Diversified Enterprises, LLC
CLOSED03,703-3,703-100%$207.1K$0-$207.1K2026-10-19
Impact Investors, Inc
CLOSED03,673-3,673-100%$205.4K$0-$205.4K2026-11-02
Avior Wealth Management, LLC
CLOSED03,637-3,637-100%$203.4K$0-$203.4K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
CLOSED03,589-3,589-100%$200.7K$0-$200.7K2026-10-23
Johnson Bixby & Associates, LLC
CLOSED03,585-3,585-100%$200.5K$0-$200.5K2026-10-14
NBT Bank, N.A.
CLOSED02,228-2,228-100%$124.6K$0-$124.6K2026-10-21
Sage Mountain Advisors LLC
CLOSED01,183-1,183-100%$66.2K$0-$66.2K2026-11-02
Obsidian CIO, LLC
CLOSED082-82-100%$4.6K$0-$4.6K2026-11-05
International Assets Investment Management, LLC
CLOSED014-14-100%$775$0-$7752026-11-02
Commonwealth Retirement Investments LLC
CLOSED011-11-100%$615$0-$6152026-10-26
Bank of America Corp
N/A—8,831,944-8,831,944-100%$494.0M———
FMR LLC
N/A—3,485,042-3,485,042-100%$194.9M———
Northern Trust Corp
N/A—2,151,372-2,151,372-100%$120.3M———
Betterment LLC
N/A—1,776,129-1,776,129-100%$99.3M———
Goldman Sachs Group Inc
N/A—1,159,635-1,159,635-100%$64.9M———
Tiaa Wealth Investment Management LLC
N/A—1,026,609-1,026,609-100%$56.9M———
Fiduciary Trust Co
N/A—853,551-853,551-100%$47.7M———
M&T Bank Corp
N/A—804,008-804,008-100%$45.0M———
BlackRock, Inc.
N/A—677,361-677,361-100%$37.9M———
Wells Fargo & Company
N/A—674,301-674,301-100%$37.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—650,274-650,274-100%$36.4M———
Acorns Advisers, LLC
N/A—639,445-639,445-100%$35.8M———
Northwestern Mutual Wealth Management Co
N/A—621,438-621,438-100%$34.8M———
Royal Bank of Canada
N/A—537,216-537,216-100%$30.0M———
UBS Group AG
N/A—536,025-536,025-100%$30.0M———
LPL Financial LLC
N/A—506,211-506,211-100%$28.3M———
Ameriprise Financial Inc
N/A—472,415-472,415-100%$26.7M———
Sand Hill Global Advisors, LLC
N/A—457,065-457,065-100%$25.6M———
SEI Investments Co
N/A—450,960-450,960-100%$25.2M———
PNC Financial Services Group, Inc.
N/A—391,008-391,008-100%$21.9M———
HighTower Advisors, LLC
N/A—296,359-296,359-100%$16.6M———
Pathstone Holdings, LLC
N/A—277,449-277,449-100%$15.5M———
Beacon Pointe Advisors, LLC
N/A—265,479-265,479-100%$14.8M———
EP Wealth Advisors, LLC
N/A—253,060-253,060-100%$14.2M———
Envestnet Asset Management Inc
N/A—187,229-187,229-100%$10.5M———
Stifel Financial Corp
N/A—184,723-184,723-100%$10.3M———
Raymond James Financial Inc
N/A—182,420-182,420-100%$10.2M———
Flputnam Investment Management Co
N/A—167,157-167,157-100%$9.4M———
Mercer Global Advisors Inc
N/A—165,549-165,549-100%$9.3M———
Jones Financial Companies Lllp
N/A—163,115-163,115-100%$9.0M———
Financial Engines Advisors L.L.C.
N/A—144,770-144,770-100%$8.1M———
Ally Invest Advisors Inc.
N/A—144,256-144,256-100%$8.1M———
NorthRock Partners, LLC
N/A—137,768-137,768-100%$7.7M———
Alesco Advisors, LLC, An ESL Co
N/A—133,598-133,598-100%$7.5M———
Cetera Investment Advisers
N/A—119,435-119,435-100%$6.7M———
Alaska Wealth Advisors, LLC
N/A—114,627-114,627-100%$6.4M———
Advisory Services Network, LLC
N/A—107,246-107,246-100%$6.0M———
Global Retirement Partners, LLC
N/A—100,207-100,207-100%$5.6M———
Cbiz Investment Advisory Services, LLC
N/A—99,939-99,939-100%$4.7M———
Mariner, LLC
N/A—97,425-97,425-100%$5.4M———
Morgan Stanley
N/A—88,490-88,490-100%$4.9M———
MOR Wealth Management, LLC
N/A—86,947-86,947-100%$4.9M———
Quent Capital, LLC
N/A—85,136-85,136-100%$4.8M———
Harbour Investments, Inc.
N/A—81,844-81,844-100%$4.6M———
Plum Street Advisors, LLC
N/A—74,792-74,792-100%$4.2M———
JPMorgan Chase & Co
N/A—69,345-69,345-100%$3.8M———
Osaic Holdings, Inc.
N/A—68,007-68,007-100%$3.8M———
Composition Wealth, LLC
N/A—61,796-61,796-100%$3.5M———
Rockefeller Capital Management L.P.
N/A—60,131-60,131-100%$3.4M———
Clearstead Advisors, LLC
N/A—59,532-59,532-100%$3.3M———
Focus Partners Wealth
N/A—55,101-55,101-100%$3.1M———
Haverford Trust Co
N/A—53,342-53,342-100%$3.0M———
Francis Financial, Inc.
N/A—52,825-52,825-100%$3.0M———
Becker Capital Management Inc
N/A—48,716-48,716-100%$2.7M———
Wescott Financial Advisory Group, LLC
N/A—48,327-48,327-100%$2.7M———
Cerity Partners LLC
N/A—47,848-47,848-100%$2.7M———
Franklin Resources Inc
N/A—47,200-47,200-100%$2.6M———
Seeds Investor LLC
N/A—46,902-46,902-100%$2.6M———
Allworth Financial LP
N/A—46,335-46,335-100%$2.6M———
Wrapmanager Inc
N/A—43,620-43,620-100%$2.4M———
One Capital Management, LLC
N/A—38,224-38,224-100%$1.8M———
Coldstream Capital Management Inc
N/A—36,849-36,849-100%$2.1M———
PFG Investments, LLC
N/A—36,835-36,835-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—34,096-34,096-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—33,861-33,861-100%$1.9M———
MML Investors Services, LLC
N/A—33,374-33,374-100%$1.9M———
Tiaa Trust, National Association
N/A—32,853-32,853-100%$1.8M———
BSW Wealth Partners
N/A—32,613-32,613-100%$1.8M———
Marquette Associates, Inc.
N/A—30,811-30,811-100%$1.7M———
Moneta Group Investment Advisors LLC
N/A—30,589-30,589-100%$1.7M———
Waverly Advisors, LLC
N/A—29,579-29,579-100%$1.7M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—29,516-29,516-100%$1.7M———
Evolve Private Wealth, LLC
N/A—28,631-28,631-100%$1.6M———
Summit Wealth Group, LLC
N/A—28,444-28,444-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—27,947-27,947-100%$1.6M———
Blue Edge Capital, LLC
N/A—27,866-27,866-100%$1.6M———
Planning Alternatives LTD
N/A—26,808-26,808-100%$1.5M———
Captrust Financial Advisors
N/A—26,702-26,702-100%$1.5M———
Bluespring Wealth Management, LLC
N/A—26,044-26,044-100%$1.5M———
Bank of Montreal
N/A—25,827-25,827-100%$1.4M———
Freestone Capital Holdings, LLC
N/A—24,749-24,749-100%$1.4M———
Hardy Reed LLC
N/A—24,510-24,510-100%$1.4M———
Dorsey & Whitney Trust Co LLC
N/A—22,496-22,496-100%$1.3M———
Cascade Financial Partners, LLC
N/A—21,962-21,962-100%$1.2M———
Cary Street Partners Financial LLC
N/A—21,143-21,143-100%$1.2M———
Bragg Financial Advisors, Inc
N/A—20,730-20,730-100%$1.2M———
Baird Financial Group, Inc.
N/A—19,370-19,370-100%$1.1M———
&partners
N/A—19,337-19,337-100%$1.1M———
Private Advisor Group, LLC
N/A—19,079-19,079-100%$1.1M———
Natixis Advisors, LLC
N/A—18,601-18,601-100%$1.0M———
Mason & Associates Inc
N/A—18,131-18,131-100%$1.0M———
Commerce Bank
N/A—17,721-17,721-100%$991.1K———
Integrated Wealth Concepts LLC
N/A—17,711-17,711-100%$990.6K———
NewEdge Wealth, LLC
N/A—17,694-17,694-100%$989.6K———
Stratos Wealth Partners, Ltd.
N/A—17,084-17,084-100%$955.5K———
Tower Research Capital LLC (TRC)
N/A—16,851-16,851-100%$942.5K———
NewEdge Advisors, LLC
N/A—16,564-16,564-100%$926.4K———
Balanced Rock Investment Advisors LLC
N/A—15,928-15,928-100%$890.9K———
American Trust
N/A—15,818-15,818-100%$885.0K———
Empower Advisory Group, LLC
N/A—15,792-15,792-100%$883.2K———
Portland Global Advisors LLC
N/A—15,475-15,475-100%$865.5K———
Modern Wealth Management, LLC
N/A—15,357-15,357-100%$858.9K———
Dunhill Financial, LLC
N/A—14,869-14,869-100%$831.5K———
Focus Partners Advisor Solutions, LLC
N/A—14,535-14,535-100%$813.0K———
Brown Advisory Inc
N/A—14,249-14,249-100%$796.9K———
RWA Wealth Partners, LLC
N/A—13,871-13,871-100%$775.8K———
Round Rock Advisors LLC
N/A—13,183-13,183-100%$737.3K———
Ameritas Investment Partners, Inc.
N/A—12,839-12,839-100%$718.1K———
Addison Advisors LLC
N/A—12,379-12,379-100%$692.4K———
Fiduciary Financial Advisors
N/A—11,992-11,992-100%$670.7K———
Neuberger Berman Group LLC
N/A—11,991-11,991-100%$670.7K———
Arax Advisory Partners
N/A—11,343-11,343-100%$634.4K———
1ST Source Bank
N/A—11,140-11,140-100%$623.1K———
Morris Financial Concepts, Inc.
N/A—11,007-11,007-100%$615.6K———
Diversified Trust Co
N/A—10,600-10,600-100%$592.9K———
Carr Financial Group Corp
N/A—10,560-10,560-100%$590.6K———
Farmers National Bank
N/A—10,357-10,357-100%$579.3K———
Aureus Asset Management, LLC
N/A—10,335-10,335-100%$578.0K———
Susquehanna International Group, LLP
N/A—10,133-10,133-100%$566.7K———
Mayport, LLC
N/A—9,480-9,480-100%$530.2K———
Jane Street Group, LLC
N/A—8,294-8,294-100%$463.9K———
Turner Financial Group, Inc.
N/A—8,232-8,232-100%$460.4K———
Atomic Invest LLC
N/A—7,981-7,981-100%$441.9K———
MAI Capital Management
N/A—7,786-7,786-100%$435.4K———
Cornerstone Financial Management LLC
N/A—7,733-7,733-100%$432.5K———
Horizon Investments, LLC
N/A—7,358-7,358-100%$411.5K———
United Capital Financial Advisors, LLC
N/A—7,324-7,324-100%$409.9K———
Hills Bank & Trust Co
N/A—7,147-7,147-100%$399.7K———
Sanctuary Advisors, LLC
N/A—7,091-7,091-100%$396.6K———
D. E. Shaw & Co., Inc.
N/A—6,835-6,835-100%$382.4K———
Trailhead Planners LLC
N/A—6,755-6,755-100%$377.8K———
ST Germain D J Co Inc
N/A—6,724-6,724-100%$376.1K———
Western Wealth Management, LLC
N/A—6,587-6,587-100%$368.4K———
Grand Wealth Management, LLC
N/A—6,585-6,585-100%$368.3K———
Capital Analysts, LLC
N/A—6,473-6,473-100%$362.0K———
Whittier Trust Co
N/A—6,277-6,277-100%$345.4K———
Summit Financial, LLC
N/A—6,261-6,261-100%$350.2K———
Cape COD Five Cents Savings Bank
N/A—5,956-5,956-100%$333.1K———
Valmark Advisers, Inc.
N/A—5,842-5,842-100%$326.7K———
One Wealth Advisors, LLC
N/A—5,666-5,666-100%$316.9K———
AQR Capital Management LLC
N/A—5,510-5,510-100%$308.2K———
Orion Porfolio Solutions, LLC
N/A—5,465-5,465-100%$305.6K———
Equitable Holdings, Inc.
N/A—5,422-5,422-100%$303.2K———
Godfrey Financial Associates, Inc.
N/A—5,417-5,417-100%$303.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,242-5,242-100%$293.2K———
Fairview Capital Investment Management, LLC
N/A—5,050-5,050-100%$282.4K———
Continuum Advisory, LLC
N/A—5,013-5,013-100%$280.4K———
HighPoint Advisor Group LLC
N/A—4,993-4,993-100%$279.2K———
TPG Financial Advisors, LLC
N/A—4,738-4,738-100%$265.0K———
Legacy Edge Advisors, LLC
N/A—4,735-4,735-100%$264.8K———
Empowered Funds, LLC
N/A—4,613-4,613-100%$258.0K———
HRT Financial LP
N/A—4,598-4,598-100%$257.0K———
Janney Montgomery Scott LLC
N/A—4,585-4,585-100%$256.0K———
Keener Financial Planning LLC
N/A—4,538-4,538-100%$253.0K———
Merit Financial Group, LLC
N/A—4,321-4,321-100%$241.7K———
Estate Counselors, LLC
N/A—4,230-4,230-100%$236.6K———
Sanchez Levi Garrett
N/A—4,215-4,215-100%$235.8K———
UMB Bank, n.a.
N/A—4,186-4,186-100%$234.1K———
Kingsview Wealth Management, LLC
N/A—4,134-4,134-100%$231.2K———
Flow Traders U.S. LLC
N/A—4,091-4,091-100%$229.0K———
Advyzon Investment Management, LLC
N/A—4,031-4,031-100%$225.5K———
Silver Oak Advisory Group, Inc.
N/A—3,958-3,958-100%$221.0K———
Cresset Asset Management, LLC
N/A—3,728-3,728-100%$208.5K———
Pallas Capital Advisors LLC
N/A—3,668-3,668-100%$205.2K———
ProVise Management Group, LLC
N/A—3,632-3,632-100%$203.1K———
Brown Financial Advisors
N/A—3,576-3,576-100%$200.0K———
Fiduciary Counselling Inc
N/A—3,253-3,253-100%$182.0K———
Marshall Investment Management, LLC
N/A—3,082-3,082-100%$172.4K———
Manning & Napier Advisors LLC
N/A—2,365-2,365-100%$132.3K———
Basecamp Wealth Advisors LLC
N/A—1,904-1,904-100%$106.5K———
VSM Wealth Advisory, LLC
N/A—1,770-1,770-100%$99.0K———
Smartleaf Asset Management LLC
N/A—1,669-1,669-100%$92.5K———
Keating Financial Advisory Services, Inc.
N/A—1,645-1,645-100%$92.0K———
IFG Advisory, LLC
N/A—1,141-1,141-100%$63.8K———
O'shaughnessy Asset Management, LLC
N/A—1,115-1,115-100%$62.4K———
Operose Advisors LLC
N/A—1,101-1,101-100%$61.6K———
HM Payson & Co
N/A—1,000-1,000-100%$55.9K———
Caldwell Sutter Capital, Inc.
N/A—989-989-100%$55.3K———
Ancora Advisors LLCA
N/A—950-950-100%$53.1K———
Bartlett & Co. Wealth Management LLC
N/A—915-915-100%$51.2K———
IMA Advisory Services, Inc.
N/A—812-812-100%$45.4K———
Russell Investments Group, Ltd.
N/A—690-690-100%$38.6K———
Bank of the Bluegrass & Trust Co.
N/A—609-609-100%$31.7K———
Vanguard Advisers Inc
N/A—561-561-100%$31.4K———
CVA Family Office, LLC
N/A—496-496-100%$27.7K———
Front Row Advisors LLC
N/A—442-442-100%$24.6K———
Geneos Wealth Management Inc.
N/A—373-373-100%$20.9K———
Hantz Financial Services, Inc.
N/A—373-373-100%$21.0K———
National Bank of Canada
N/A—310-310-100%$17.3K———
AE Wealth Management LLC
N/A—264-264-100%$14.8K———
Qube Research & Technologies Ltd
N/A—233-233-100%$13.0K———
IAG Wealth Partners, LLC
N/A—185-185-100%$10.3K———
GW&K Investment Management, LLC
N/A—130-130-100%$7———
Ameriflex Group, Inc.
N/A—111-111-100%$6.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—73-73-100%$4.1K———
BFC Planning, Inc.
N/A—73-73-100%$4.1K———
Institute for Wealth Management, Llc.
N/A—51-51-100%$2.9K———
Community Bank, N.A.
N/A—51-51-100%$2.9K———
JPL Wealth Management, LLC
N/A—33-33-100%$1.8K———
Medallion Wealth Advisors, LLC
N/A—26-26-100%$1.5K———
Anchor Bay Capital, Inc.
N/A—23-23-100%$1.3K———
Transamerica Financial Advisors, LLC
N/A—18-18-100%$1.0K———
Bogart Wealth, LLC
N/A—15-15-100%$839———
Financial Gravity Companies, Inc.
N/A—3-3-100%$168———
Financial Life Planners
N/A—3-3-100%$172———
Glassman Wealth Services
N/A—1-1-100%$56———
Showing 502 of 502 institutions