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Ishrs Ibnds DEC 27 Corp ETF (IBDS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares4,602,572 from 4,367,228
Change+235,344 (+5%)
Value$111.0M (+$5.2M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares4,203,369 from 3,652,706
Change+550,663 (+15%)
Value$101.4M (+$12.9M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,594,465 from 1,520,764
Change+73,701 (+5%)
Value$38.5M (+$1.6M)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares1,550,573 from 1,464,682
Change+85,891 (+6%)
Value$37.4M (+$1.9M)
Filed 2026-10-20
Howland Capital Management LLC
INCREASED
Shares1,523,285 from 1,336,886
Change+186,399 (+14%)
Value$36.7M (+$4.4M)
Filed 2026-10-22
Gratus Wealth Advisors, LLC
INCREASED
Shares1,503,035 from 1,501,436
Change+1,599 (+0%)
Value$36.3M (-$111.6K)
Filed 2026-10-26
Sigma Investment Counselors Inc
INCREASED
Shares1,355,196 from 1,331,503
Change+23,693 (+2%)
Value$32.7M (+$438.3K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares1,282,546 from 1,163,553
Change+118,993 (+10%)
Value$30.9M (+$2.8M)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares1,248,705 from 1,272,324
Change-23,619 (-2%)
Value$30.1M (-$696.9K)
Filed 2026-10-06
Truist Financial Corp
DECREASED
Shares1,166,674 from 1,179,587
Change-12,913 (-1%)
Value$28.1M (-$429.4K)
Filed 2026-10-30
Tabr Capital Management, LLC
NEW
Shares1,069,197
Change+1,069,197
Value$25.8M
Filed 2026-10-20
Klingman & Associates, LLC
DECREASED
Shares926,915 from 959,571
Change-32,656 (-3%)
Value$22.4M (-$883.6K)
Filed 2026-10-20
MV Capital Management, Inc.
INCREASED
Shares894,277 from 872,805
Change+21,472 (+2%)
Value$21.6M (+$430.6K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares864,032 from 775,764
Change+88,268 (+11%)
Value$20.8M (+$2.1M)
Filed 2026-11-05
Summit Asset Management, LLC
INCREASED
Shares792,790 from 787,752
Change+5,038 (+1%)
Value$19.1M (+$42.7K)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares757,220 from 754,877
Change+2,343 (+0%)
Value$18.3M (-$19.0K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares750,926 from 742,094
Change+8,832 (+1%)
Value$18.1M (+$138.8K)
Filed 2026-11-05
Rebalance, LLC
INCREASED
Shares721,187 from 714,290
Change+6,897 (+1%)
Value$17.4M (+$94.9K)
Filed 2026-10-22
Lyell Wealth Management, LP
INCREASED
Shares695,820 from 592,813
Change+103,007 (+17%)
Value$16.8M (+$2.4M)
Filed 2026-10-30
First National Trust Co
INCREASED
Shares654,476 from 583,708
Change+70,768 (+12%)
Value$15.8M (+$1.6M)
Filed 2026-10-28
Strid Group, LLC
INCREASED
Shares642,838 from 610,929
Change+31,909 (+5%)
Value$15.5M (+$708.5K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares633,521 from 632,851
Change+670 (+0%)
Value$15.3M (-$47.1K)
Filed 2026-11-05
Novem Group
DECREASED
Shares526,736 from 588,288
Change-61,552 (-10%)
Value$12.7M (-$1.5M)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares507,140 from 456,702
Change+50,438 (+11%)
Value$12.2M (+$1.2M)
Filed 2026-10-07
InvesTrust
INCREASED
Shares457,858 from 353,843
Change+104,015 (+29%)
Value$11.0M (+$2.5M)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares445,478 from 439,872
Change+5,606 (+1%)
Value$10.8M (+$135.8K)
Filed 2026-11-06
McGuire Investment Group, LLC
INCREASED
Shares437,548 from 416,994
Change+20,554 (+5%)
Value$10.6M (+$454.1K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares422,446 from 381,291
Change+41,155 (+11%)
Value$10.2M (+$954.5K)
Filed 2026-11-06
Great Diamond Partners, LLC
INCREASED
Shares420,932 from 323,681
Change+97,251 (+30%)
Value$10.2M (+$2.3M)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares411,430 from 452,252
Change-40,822 (-9%)
Value$9.9M (-$1.0M)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares411,149 from 374,157
Change+36,992 (+10%)
Value$9.9M (+$854.8K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares409,570 from 351,126
Change+58,444 (+17%)
Value$9.9M (+$1.4M)
Filed 2026-11-03
Cornerstone Planning, LLC
INCREASED
Shares409,249 from 406,654
Change+2,595 (+1%)
Value$9.9M (+$52.6K)
Filed 2026-10-27
Arcadia Investment Advisors LLC
INCREASED
Shares406,058 from 393,504
Change+12,554 (+3%)
Value$9.8M (+$263.5K)
Filed 2026-10-13
Windsor Capital Management, LLC
INCREASED
Shares374,500 from 363,900
Change+10,600 (+3%)
Value$9.0M (+$219.3K)
Filed 2026-10-13
Ironwood Financial, llc
INCREASED
Shares370,688 from 350,537
Change+20,151 (+6%)
Value$8.9M (+$479.0K)
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
NEW
Shares366,009
Change+366,009
Value$8.8M
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares362,625 from 334,825
Change+27,800 (+8%)
Value$8.7M (+$637.1K)
Filed 2026-10-16
Matthew Goff Investment Advisor, LLC
NEW
Shares356,438
Change+356,438
Value$8.6M
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares352,410 from 370,829
Change-18,419 (-5%)
Value$8.5M (-$481.3K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares336,982 from 292,591
Change+44,391 (+15%)
Value$8.1M (+$1.0M)
Filed 2026-11-05
Balentine LLC
INCREASED
Shares335,055 from 47,466
Change+287,589 (+606%)
Value$8.1M (+$6.9M)
Filed 2026-11-03
PFG Private Wealth Management, LLC
INCREASED
Shares319,297 from 309,328
Change+9,969 (+3%)
Value$7.7M (+$209.5K)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares314,418 from 262,033
Change+52,385 (+20%)
Value$7.6M (+$1.2M)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares304,023 from 260,060
Change+43,963 (+17%)
Value$7.3M (+$1.0M)
Filed 2026-10-13
Kesler, Norman & Wride, LLC
INCREASED
Shares298,356 from 298,243
Change+113 (+0%)
Value$7.2M (-$27.1K)
Filed 2026-11-06
Praetorian Wealth Management, Inc.
INCREASED
Shares294,366 from 284,709
Change+9,657 (+3%)
Value$7.1M (+$204.4K)
Filed 2026-10-16
Quantum Financial Advisors, LLC
INCREASED
Shares290,760 from 271,735
Change+19,025 (+7%)
Value$7.0M (+$431.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares275,751 from 244,563
Change+31,188 (+13%)
Value$6.7K (-$5.9M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares274,989 from 238,877
Change+36,112 (+15%)
Value$6.6M (+$847.1K)
Filed 2026-11-06
MCF Advisors LLC
INCREASED
Shares267,494 from 254,899
Change+12,595 (+5%)
Value$6.5M (+$278.3K)
Filed 2026-10-28
Hamel Associates, Inc.
INCREASED
Shares266,487 from 265,974
Change+513 (+0%)
Value$6.4M (-$14.2K)
Filed 2026-11-06
4Thought Financial Group Inc.
INCREASED
Shares261,602 from 261,333
Change+269 (+0%)
Value$6.3M (-$19.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares259,938 from 294,645
Change-34,707 (-12%)
Value$6.3M (-$866.6K)
Filed 2026-11-02
Virginia Wealth Management Group, Inc.
INCREASED
Shares257,512 from 249,890
Change+7,622 (+3%)
Value$6.2M (+$158.9K)
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares245,323 from 233,201
Change+12,122 (+5%)
Value$5.9M (+$269.0K)
Filed 2026-10-15
Sonata Capital Group Inc
INCREASED
Shares238,392 from 237,110
Change+1,282 (+1%)
Value$5.8M (+$7.2K)
Filed 2026-10-19
Resonant Capital Advisors, LLC
DECREASED
Shares232,926 from 233,352
Change-426 (0%)
Value$5.6M (-$33.6K)
Filed 2026-10-15
Droms Strauss Advisors Inc
DECREASED
Shares231,931 from 233,904
Change-1,973 (-1%)
Value$5.6M (-$71.0K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares229,109 from 169,417
Change+59,692 (+35%)
Value$5.5M (+$1.4M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares228,897 from 222,041
Change+6,856 (+3%)
Value$5.5M (+$151.1K)
Filed 2026-11-04
Sightline Wealth Advisors, LLC
INCREASED
Shares227,770 from 181,395
Change+46,375 (+26%)
Value$5.5M (+$1.1M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares225,601 from 145,523
Change+80,078 (+55%)
Value$5.4M (+$1.9M)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
INCREASED
Shares222,734 from 196,600
Change+26,134 (+13%)
Value$5.4M (+$610.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares213,406 from 182,351
Change+31,055 (+17%)
Value$5.1M (+$735.0K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares208,529
Change+208,529
Value$5.0M
Filed 2026-10-26
Krilogy Financial LLC
DECREASED
Shares203,146 from 218,269
Change-15,123 (-7%)
Value$4.9M (-$390.7K)
Filed 2026-10-13
High Note Wealth, LLC
INCREASED
Shares189,166 from 121,071
Change+68,095 (+56%)
Value$4.6M (+$1.6M)
Filed 2026-10-27
Robbins Farley
INCREASED
Shares186,522 from 184,636
Change+1,886 (+1%)
Value$4.5M (+$27.0K)
Filed 2026-10-21
10Elms LLP
DECREASED
Shares183,246 from 183,989
Change-743 (0%)
Value$4.4M (-$36.3K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
INCREASED
Shares177,411 from 176,080
Change+1,331 (+1%)
Value$4.3M (+$14.5K)
Filed 2026-10-27
Regions Financial Corp
INCREASED
Shares176,847 from 174,589
Change+2,258 (+1%)
Value$4.3M (+$37.0K)
Filed 2026-11-05
Scott Capital Advisors, LLC
INCREASED
Shares174,409 from 14,264
Change+160,145 (+1123%)
Value$4.2M (+$3.9M)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares171,666 from 186,041
Change-14,375 (-8%)
Value$4.1M (-$365.3K)
Filed 2026-10-23
Tlwm
DECREASED
Shares162,168 from 163,533
Change-1,365 (-1%)
Value$3.9M (-$49.3K)
Filed 2026-10-09
Evergreen Private Wealth LLC
INCREASED
Shares159,881 from 156,823
Change+3,058 (+2%)
Value$3.9M (+$58.1K)
Filed 2026-10-30
Integrated Advisors Network LLC
INCREASED
Shares158,039 from 130,439
Change+27,600 (+21%)
Value$3.8M (+$652.7K)
Filed 2026-10-20
Moneco Advisors, LLC
DECREASED
Shares154,483 from 155,938
Change-1,455 (-1%)
Value$3.7M (-$50.7K)
Filed 2026-11-05
Arrow Financial Corp
DECREASED
Shares152,754 from 209,525
Change-56,771 (-27%)
Value$3.7M (-$1.4M)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED
Shares151,095 from 170,097
Change-19,002 (-11%)
Value$3.6M (-$475.3K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
DECREASED
Shares147,705 from 223,130
Change-75,425 (-34%)
Value$3.6M (-$1.8M)
Filed 2026-10-26
Rossmore Private Capital
INCREASED
Shares141,443 from 111,591
Change+29,852 (+27%)
Value$3.4M (+$708.9K)
Filed 2026-10-27
Foundation Wealth Management, LLC
INCREASED
Shares141,410 from 141,313
Change+97 (+0%)
Value$3.4M (-$11.8K)
Filed 2026-10-22
Cowa, LLC
INCREASED
Shares137,834 from 117,008
Change+20,826 (+18%)
Value$3.3M (+$490.6K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares136,148 from 129,122
Change+7,026 (+5%)
Value$3.3M (+$156.6K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares131,766 from 114,542
Change+17,224 (+15%)
Value$3.2M (+$404.0K)
Filed 2026-10-13
LifePlan Financial, LLC
DECREASED
Shares119,295 from 120,053
Change-758 (-1%)
Value$2.9M (-$35.1K)
Filed 2026-10-13
Riverchase Wealth Management, LLC
INCREASED
Shares117,182 from 112,074
Change+5,108 (+5%)
Value$2.8M (+$112.0K)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares114,571 from 115,119
Change-548 (0%)
Value$2.8M (-$24.7K)
Filed 2026-10-30
Marathon Mission, Inc.
INCREASED
Shares112,717 from 109,984
Change+2,733 (+2%)
Value$2.7M (+$54.9K)
Filed 2026-10-01
Phillips Financial Management, LLC
INCREASED
Shares110,146 from 77,378
Change+32,768 (+42%)
Value$2.7M (+$782.6K)
Filed 2026-10-19
MTM Investment Management, LLC
DECREASED
Shares109,803 from 111,385
Change-1,582 (-1%)
Value$2.6M (-$49.3K)
Filed 2026-10-30
Breachway Investments LLC
DECREASED
Shares108,870 from 114,761
Change-5,891 (-5%)
Value$2.6M (-$153.6K)
Filed 2026-10-19
Centennial Advisors, LLC
DECREASED
Shares103,771 from 104,961
Change-1,190 (-1%)
Value$2.5M (-$39.2K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares102,789 from 104,825
Change-2,036 (-2%)
Value$2.5M (-$59.6K)
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares100,736 from 74,335
Change+26,401 (+36%)
Value$2.4M (+$629.4K)
Filed 2026-10-22
Foundry Financial Group, Inc.
DECREASED
Shares98,792 from 104,158
Change-5,366 (-5%)
Value$2.4M (-$139.8K)
Filed 2026-10-28
WJ Wealth Management, LLC
DECREASED
Shares96,762 from 113,756
Change-16,994 (-15%)
Value$2.3M (-$421.3K)
Filed 2026-11-03
Chesley Taft & Associates LLC
INCREASED
Shares95,746 from 91,112
Change+4,634 (+5%)
Value$2.3M (+$102.7K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares92,358 from 88,511
Change+3,847 (+4%)
Value$2.2M (+$83.9K)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares91,778 from 164,714
Change-72,936 (-44%)
Value$2.2M (-$1.8M)
Filed 2026-10-20
Keeler Thomas Management LLC
DECREASED
Shares88,835 from 89,401
Change-566 (-1%)
Value$2.1M (-$22.6K)
Filed 2026-10-29
Wealthstar Advisors, LLC
INCREASED
Shares88,318 from 87,831
Change+487 (+1%)
Value$2.1M (+$3.0K)
Filed 2026-10-19
Cove Private Wealth, LLC
INCREASED
Shares86,500 from 61,000
Change+25,500 (+42%)
Value$2.1M (+$609.0K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares85,536 from 75,872
Change+9,664 (+13%)
Value$2.1M (+$228.6K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares81,566 from 86,828
Change-5,262 (-6%)
Value$2.0M (-$135.6K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares80,745 from 70,553
Change+10,192 (+14%)
Value$1.9M (+$238.8K)
Filed 2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED
Shares78,230 from 78,274
Change-44 (0%)
Value$1.9M (-$8.9K)
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares78,226 from 56,301
Change+21,925 (+39%)
Value$1.9M (+$523.2K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares76,448 from 69,830
Change+6,618 (+9%)
Value$1.8M (+$152.6K)
Filed 2026-10-26
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares75,304 from 76,091
Change-787 (-1%)
Value$1.8K (-$1.8M)
Filed 2026-10-27
Montecito Bank & Trust
INCREASED
Shares73,360 from 72,984
Change+376 (+1%)
Value$1.8M (+$1.8K)
Filed 2026-10-01
Farther Finance Advisors, LLC
DECREASED
Shares72,894 from 79,804
Change-6,910 (-9%)
Value$1.8M (-$174.6K)
Filed 2026-10-08
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares70,103 from 68,519
Change+1,584 (+2%)
Value$1.7M (+$31.3K)
Filed 2026-10-08
Diversify Advisory Services, LLC
INCREASED
Shares68,563 from 54,815
Change+13,748 (+25%)
Value$1.7M (+$326.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares68,563 from 54,815
Change+13,748 (+25%)
Value$1.7M (+$326.8K)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares66,407 from 65,207
Change+1,200 (+2%)
Value$1.6M (+$24.3K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares64,722 from 63,729
Change+993 (+2%)
Value$1.6M (+$17.6K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
DECREASED
Shares63,847 from 68,915
Change-5,068 (-7%)
Value$1.5M (-$129.1K)
Filed 2026-10-09
Signaturefd, LLC
DECREASED
Shares63,618 from 67,323
Change-3,705 (-5%)
Value$1.5M (-$96.1K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares62,544 from 51,900
Change+10,644 (+21%)
Value$1.5M (+$251.5K)
Filed 2026-11-05
Arcataur Capital Management LLC
UNCHANGED
Shares62,420 from 62,420
Change0 (0%)
Value$1.5M (-$6.2K)
Filed 2026-10-21
Princeton Global Asset Management LLC
DECREASED
Shares61,264 from 61,529
Change-265 (0%)
Value$1.5M (-$12.6K)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares61,067 from 56,668
Change+4,399 (+8%)
Value$1.5M (+$100.4K)
Filed 2026-11-05
Gould Asset Management LLC
INCREASED
Shares60,220 from 57,970
Change+2,250 (+4%)
Value$1.5M (+$48.5K)
Filed 2026-11-06
Cannon Financial Strategists, Inc.
UNCHANGED
Shares58,868 from 58,868
Change0 (0%)
Value$1.4M (-$5.9K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares57,823 from 55,314
Change+2,509 (+5%)
Value$1.4M (+$55.0K)
Filed 2026-11-06
Cabot Wealth Management Inc
DECREASED
Shares57,353 from 92,429
Change-35,076 (-38%)
Value$1.4M (-$855.3K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares57,318 from 58,065
Change-747 (-1%)
Value$1.4M (-$23.8K)
Filed 2026-10-14
Adirondack Trust Co
INCREASED
Shares56,990 from 46,837
Change+10,153 (+22%)
Value$1.4M (+$240.1K)
Filed 2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares56,213 from 49,706
Change+6,507 (+13%)
Value$1.4M (+$152.0K)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares54,264 from 56,334
Change-2,070 (-4%)
Value$1.3M (-$55.6K)
Filed 2026-10-22
Redwood Financial Network Corp
NEW
Shares51,912
Change+51,912
Value$1.3M
Filed 2026-11-03
Aspen Wealth Management LLC
INCREASED
Shares51,512 from 45,194
Change+6,318 (+14%)
Value$1.2M (+$147.9K)
Filed 2026-10-14
Blue Square Asset Management, LLC
INCREASED
Shares50,018 from 48,882
Change+1,136 (+2%)
Value$1.2M (+$22.5K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
DECREASED
Shares48,366 from 48,386
Change-20 (0%)
Value$1.2M (-$5.3K)
Filed 2026-10-22
Wesbanco Bank Inc
UNCHANGED
Shares48,074 from 48,074
Change0 (0%)
Value$1.2M (-$4.8K)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares47,561 from 38,921
Change+8,640 (+22%)
Value$1.1M (+$204.5K)
Filed 2026-10-15
Archford Capital Strategies, LLC
DECREASED
Shares46,647 from 47,299
Change-652 (-1%)
Value$1.1M (-$20.5K)
Filed 2026-10-19
4J Wealth Management LLC
NEW
Shares45,733
Change+45,733
Value$1.1M
Filed 2026-11-02
Probity Advisors, Inc.
DECREASED
Shares45,158 from 84,095
Change-38,937 (-46%)
Value$1.1M (-$947.6K)
Filed 2026-10-23
Romano Brothers and Company
NEW
Shares41,972
Change+41,972
Value$1.0M
Filed 2026-10-22
Dudley Capital Management, LLC
INCREASED
Shares41,300 from 41,100
Change+200 (+0%)
Value$996.2K (+$714)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares40,928 from 32,226
Change+8,702 (+27%)
Value$987.4K (+$206.9K)
Filed 2026-11-03
NovaPoint Capital, LLC
NEW
Shares40,803
Change+40,803
Value$984.2K
Filed 2026-10-22
One Plus One Wealth Management, LLC
DECREASED
Shares40,489 from 56,813
Change-16,324 (-29%)
Value$976.6K (-$399.4K)
Filed 2026-10-16
Twin Cities Retirement Group LLC
NEW
Shares39,901
Change+39,901
Value$962.4K
Filed 2026-10-16
Weaver Consulting Group
INCREASED
Shares39,277 from 38,535
Change+742 (+2%)
Value$947.4K (+$14.0K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
INCREASED
Shares38,336 from 38,330
Change+6 (+0%)
Value$924.7K (-$3.7K)
Filed 2026-10-20
KOM Wealth Management Group, LLC
INCREASED
Shares38,139 from 37,506
Change+633 (+2%)
Value$919.9K (+$11.5K)
Filed 2026-10-15
Hurley Capital, LLC
INCREASED
Shares37,078 from 24,492
Change+12,586 (+51%)
Value$894.3K (+$301.2K)
Filed 2026-11-05
First Interstate Bank
INCREASED
Shares36,411 from 35,211
Change+1,200 (+3%)
Value$878.2K (+$25.4K)
Filed 2026-10-23
XY Planning Network, Inc.
NEW
Shares35,994
Change+35,994
Value$868.2K
Filed 2026-10-14
Patriot Investment Management Group, Inc.
INCREASED
Shares35,726 from 35,316
Change+410 (+1%)
Value$861.7K (+$6.4K)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares35,312 from 35,119
Change+193 (+1%)
Value$851.7K (+$1.1K)
Filed 2026-10-14
Gilbert Capital Group, Inc.
DECREASED
Shares34,837 from 38,841
Change-4,004 (-10%)
Value$840.3K (-$100.5K)
Filed 2026-10-28
Accretive Wealth Partners, LLC
DECREASED
Shares34,107 from 34,282
Change-175 (-1%)
Value$822.7K (-$7.6K)
Filed 2026-11-06
Beacon Financial Planning, Inc
INCREASED
Shares33,864 from 32,494
Change+1,370 (+4%)
Value$816.8K (+$29.8K)
Filed 2026-11-04
Duncker Streett & Co Inc
INCREASED
Shares33,833 from 33,478
Change+355 (+1%)
Value$816.0K (+$5.2K)
Filed 2026-10-27
KFG LLC
NEW
Shares33,688
Change+33,688
Value$812.6K
Filed 2026-11-02
River's Edge Wealth Management, LLC
DECREASED
Shares33,355 from 33,896
Change-541 (-2%)
Value$803.9K (-$15.1K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares33,176 from 22,027
Change+11,149 (+51%)
Value$800.2K (+$266.7K)
Filed 2026-10-30
Schuylkill Financial LLC
INCREASED
Shares33,033 from 32,032
Change+1,001 (+3%)
Value$796.8K (+$20.9K)
Filed 2026-10-21
DecisionMap Wealth Management, LLC
UNCHANGED
Shares32,496 from 32,496
Change0 (0%)
Value$783.8K (-$3.2K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares32,274 from 32,211
Change+63 (+0%)
Value$778.4K (-$1.7K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
INCREASED
Shares31,944 from 31,805
Change+139 (+0%)
Value$770.5K (+$152)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares31,693 from 19,694
Change+11,999 (+61%)
Value$764.4K (+$287.4K)
Filed 2026-11-06
Community Financial Services Group, LLC
INCREASED
Shares31,330 from 6,114
Change+25,216 (+412%)
Value$753.5K (+$606.0K)
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares30,174 from 30,127
Change+47 (+0%)
Value$727.8K (-$1.9K)
Filed 2026-10-26
Straight Path Wealth Management
INCREASED
Shares29,421 from 27,912
Change+1,509 (+5%)
Value$709.6K (+$33.6K)
Filed 2026-10-23
ADG Wealth Management Group, LLC
UNCHANGED
Shares29,190 from 29,190
Change0 (0%)
Value$704.1K (-$2.9K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares27,953 from 25,769
Change+2,184 (+8%)
Value$674.2K (+$50.1K)
Filed 2026-10-29
Focused Alpha, LLC
DECREASED
Shares27,898 from 32,137
Change-4,239 (-13%)
Value$672.9K (-$105.5K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares27,086 from 32,040
Change-4,954 (-15%)
Value$653.3K (-$122.7K)
Filed 2026-10-26
Atwater Malick LLC
UNCHANGED
Shares26,265 from 26,265
Change0 (0%)
Value$633.5K (-$2.6K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares25,755 from 23,269
Change+2,486 (+11%)
Value$621.2K (+$57.6K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares24,678 from 17,632
Change+7,046 (+40%)
Value$595.2K (+$168.2K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares24,568 from 6,955
Change+17,613 (+253%)
Value$592.6K (+$424.1K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares24,549 from 26,595
Change-2,046 (-8%)
Value$590.4K (-$51.1K)
Filed 2026-10-16
Prosperity Planning, Inc.
DECREASED
Shares24,134 from 24,751
Change-617 (-2%)
Value$582.1K (-$17.4K)
Filed 2026-10-09
Tableaux LLC
DECREASED
Shares24,042 from 27,256
Change-3,214 (-12%)
Value$579.9K (-$80.2K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
DECREASED
Shares23,459 from 1,062,966
Change-1,039,507 (-98%)
Value$565.8K (-$25.2M)
Filed 2026-10-29
Farnam Financial LLC
NEW
Shares23,275
Change+23,275
Value$560.9K
Filed 2026-10-21
Robinson Smith Wealth Advisors LLC
INCREASED
Shares22,505 from 22,476
Change+29 (+0%)
Value$542.8K (-$1.6K)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares22,319 from 20,552
Change+1,767 (+9%)
Value$538.3K (+$40.6K)
Filed 2026-10-26
Alterna Wealth Management, Inc
DECREASED
Shares22,085 from 32,145
Change-10,060 (-31%)
Value$532.7K (-$245.9K)
Filed 2026-10-27
Bank of New Hampshire
DECREASED
Shares21,930 from 24,555
Change-2,625 (-11%)
Value$529.0K (-$65.8K)
Filed 2026-10-06
Clearstead Trust, LLC
INCREASED
Shares21,830 from 18,143
Change+3,687 (+20%)
Value$526.5K (+$87.1K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
INCREASED
Shares21,020 from 12,500
Change+8,520 (+68%)
Value$507.0K (+$204.3K)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares20,333 from 44,524
Change-24,191 (-54%)
Value$490.4K (-$587.9K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares19,719 from 15,038
Change+4,681 (+31%)
Value$475.6K (+$111.4K)
Filed 2026-11-03
Lee Financial Co
UNCHANGED
Shares19,430 from 19,430
Change0 (0%)
Value$468.7K (-$1.9K)
Filed 2026-10-16
Peck Wealth Management, LLC
NEW
Shares19,200
Change+19,200
Value$463.1K
Filed 2026-10-29
True Private Wealth Advisors
NEW
Shares18,564
Change+18,564
Value$447.8K
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares18,520 from 14,320
Change+4,200 (+29%)
Value$446.7K (+$99.9K)
Filed 2026-10-26
Wiregrass Investment Management LLC
UNCHANGED
Shares18,500 from 18,500
Change0 (0%)
Value$446.2K (-$1.9K)
Filed 2026-11-05
Walleye Partners, LLC
DECREASED
Shares18,333 from 24,355
Change-6,022 (-25%)
Value$442.2K (-$147.7K)
Filed 2026-10-13
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares17,828 from 17,828
Change0 (0%)
Value$430.0K (-$1.8K)
Filed 2026-10-20
S.E.E.D. Planning Group LLC
DECREASED
Shares17,674 from 18,676
Change-1,002 (-5%)
Value$426.3K (-$26.0K)
Filed 2026-10-07
Moors & Cabot, Inc.
INCREASED
Shares17,238 from 16,626
Change+612 (+4%)
Value$415.8K (+$13.1K)
Filed 2026-11-06
Simon Quick Advisors, LLC
INCREASED
Shares17,219 from 17,061
Change+158 (+1%)
Value$415.3K (+$2.1K)
Filed 2026-10-26
Level Four Advisory Services, LLC
INCREASED
Shares16,752 from 9,066
Change+7,686 (+85%)
Value$404.1K (+$184.5K)
Filed 2026-11-06
Old Mission Investment Co LLC
UNCHANGED
Shares16,664 from 16,664
Change0 (0%)
Value$401.9K (-$1.7K)
Filed 2026-10-22
Mattern Capital Management, LLC
UNCHANGED
Shares16,645 from 16,645
Change0 (0%)
Value$401.5K (-$1.7K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
DECREASED
Shares16,563 from 18,473
Change-1,910 (-10%)
Value$399.5K (-$47.9K)
Filed 2026-10-28
Livet Wealth, LLC
UNCHANGED
Shares16,541 from 16,541
Change0 (0%)
Value$399.0K (-$1.7K)
Filed 2026-10-27
Financial Advisory Corp
INCREASED
Shares16,338 from 16,166
Change+172 (+1%)
Value$394.1K (+$2.5K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
DECREASED
Shares16,115 from 16,852
Change-737 (-4%)
Value$388.7K (-$19.5K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares16,049 from 11,161
Change+4,888 (+44%)
Value$387.1K (+$116.8K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares15,825 from 32,932
Change-17,107 (-52%)
Value$381.7K (-$415.9K)
Filed 2026-10-22
Members Wealth LLC
DECREASED
Shares15,812 from 152,799
Change-136,987 (-90%)
Value$380.7K (-$3.3M)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
NEW
Shares15,597
Change+15,597
Value$376.2K
Filed 2026-10-26
FF Advisors,LLC
DECREASED
Shares15,525 from 17,826
Change-2,301 (-13%)
Value$374.5K (-$57.3K)
Filed 2026-10-21
Pine Haven Investment Counsel, Inc
INCREASED
Shares15,400 from 15,200
Change+200 (+1%)
Value$371.4K (+$3.3K)
Filed 2026-11-02
Apex Wealth Management, LLC
NEW
Shares15,013
Change+15,013
Value$362.1K
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares14,750 from 14,522
Change+228 (+2%)
Value$355.8K (+$4.0K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
DECREASED
Shares14,721 from 17,380
Change-2,659 (-15%)
Value$355.1K (-$65.9K)
Filed 2026-11-02
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares13,765 from 13,765
Change0 (0%)
Value$332.0K (-$1.4K)
Filed 2026-11-03
Fortune Financial Group, Inc.
INCREASED
Shares13,585 from 12,216
Change+1,369 (+11%)
Value$327.7K (+$31.8K)
Filed 2026-10-22
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares13,452 from 13,452
Change0 (0%)
Value$324.5K (-$538)
Filed 2026-11-05
Summit Place Financial Advisors, LLC
NEW
Shares13,450
Change+13,450
Value$324.4K
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares13,400 from 13,640
Change-240 (-2%)
Value$323.2K (-$7.2K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares13,251 from 9,554
Change+3,697 (+39%)
Value$319.6K (+$88.2K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
NEW
Shares13,248
Change+13,248
Value$319.5K
Filed 2026-10-05
Gamma Investing LLC
INCREASED
Shares13,164 from 11,928
Change+1,236 (+10%)
Value$317.5K (+$28.6K)
Filed 2026-10-08
Mlp3, LLC
INCREASED
Shares13,064 from 8,912
Change+4,152 (+47%)
Value$315.1K (+$99.3K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED
Shares13,020 from 13,020
Change0 (0%)
Value$314.0K (-$1.3K)
Filed 2026-10-21
Strategic Blueprint, LLC
NEW
Shares12,757
Change+12,757
Value$307.7K
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares12,748 from 15,952
Change-3,204 (-20%)
Value$307.5K (-$78.9K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
UNCHANGED
Shares12,390 from 12,390
Change0 (0%)
Value$298.8K (-$1.2K)
Filed 2026-10-29
Berkshire Money Management, Inc.
UNCHANGED
Shares12,213 from 12,213
Change0 (0%)
Value$294.6K (-$1.2K)
Filed 2026-10-21
Sarver Vrooman Wealth Advisors
DECREASED
Shares12,004 from 12,174
Change-170 (-1%)
Value$289.5K (-$4.4K)
Filed 2026-10-01
Cyr Financial Inc.
DECREASED
Shares11,984 from 12,156
Change-172 (-1%)
Value$289.1K (-$5.4K)
Filed 2026-10-16
Meredith Wealth Planning
DECREASED
Shares11,767 from 12,124
Change-357 (-3%)
Value$283.8K (-$9.8K)
Filed 2026-10-14
International Assets Investment Management, LLC
UNCHANGED
Shares11,686 from 11,686
Change0 (0%)
Value$281.0K (-$818)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares11,592 from 11,387
Change+205 (+2%)
Value$279.6K (+$3.8K)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares11,487 from 13,752
Change-2,265 (-16%)
Value$276.7K (-$56.1K)
Filed 2026-10-28
Hengehold Capital Management LLC
DECREASED
Shares11,474 from 13,737
Change-2,263 (-16%)
Value$276.8K (-$56.0K)
Filed 2026-10-16
Welch & Forbes LLC
NEW
Shares11,471
Change+11,471
Value$276.7K
Filed 2026-11-04
United Community Bank
DECREASED
Shares11,180 from 12,245
Change-1,065 (-9%)
Value$269.7K (-$26.9K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
UNCHANGED
Shares10,961 from 10,961
Change0 (0%)
Value$264.4K (-$1.1K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
NEW
Shares10,887
Change+10,887
Value$262.6K
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares10,765 from 10,652
Change+113 (+1%)
Value$259.9K (+$2.5K)
Filed 2026-10-27
Cooper S Advisors, LLC
UNCHANGED
Shares10,729 from 10,729
Change0 (0%)
Value$258.8K (-$1.1K)
Filed 2026-11-03
Highland Financial Advisors, LLC
UNCHANGED
Shares10,606 from 10,606
Change0 (0%)
Value$255.8K (-$1.1K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED
Shares10,504 from 10,504
Change0 (0%)
Value$253.4K (-$1.1K)
Filed 2026-10-15
Naples Global Advisors, LLC
UNCHANGED
Shares10,490 from 10,490
Change0 (0%)
Value$253.0K (-$1.0K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
UNCHANGED
Shares10,447 from 10,447
Change0 (0%)
Value$252.0K (-$1.0K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares10,438
Change+10,438
Value$251.8K
Filed 2026-10-05
Greenspring Advisors, LLC
UNCHANGED
Shares10,316 from 10,316
Change0 (0%)
Value$248.8K (-$1.0K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,252 from 13,666
Change-3,414 (-25%)
Value$247.3K (-$83.7K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares10,101 from 8,376
Change+1,725 (+21%)
Value$243.6K (+$40.8K)
Filed 2026-10-28
Arnold Financial Planning LLC
NEW
Shares10,003
Change+10,003
Value$241.3K
Filed 2026-10-20
Briggs Wealth Management, Inc
UNCHANGED
Shares9,937 from 9,937
Change0 (0%)
Value$239.7K (-$994)
Filed 2026-10-26
Axxcess Wealth Management, LLC
NEW
Shares9,925
Change+9,925
Value$239.4K
Filed 2026-10-21
Midland Wealth Advisors, LLC
DECREASED
Shares9,910 from 15,524
Change-5,614 (-36%)
Value$239.0K (-$137.0K)
Filed 2026-10-26
Trust Point Inc.
DECREASED
Shares9,571 from 24,639
Change-15,068 (-61%)
Value$230.9K (-$365.9K)
Filed 2026-10-27
Jefferson Bridge Capital, LLC
DECREASED
Shares9,397 from 45,897
Change-36,500 (-80%)
Value$226.6K (-$885.0K)
Filed 2026-11-06
Single Point Partners, LLC
NEW
Shares9,063
Change+9,063
Value$218.6K
Filed 2026-10-19
Cypress Wealth Services, LLC
UNCHANGED
Shares8,867 from 8,867
Change0 (0%)
Value$213.4K (-$1.3K)
Filed 2026-10-21
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares8,633 from 8,633
Change0 (0%)
Value$208.2K (-$863)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
INCREASED
Shares8,621 from 8,560
Change+61 (+1%)
Value$207.9K (+$1.0K)
Filed 2026-11-02
Builder Investment Group Inc
NEW
Shares8,550
Change+8,550
Value$206.2K
Filed 2026-10-22
Keybank National Association
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$205.0K (-$850)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares8,400 from 9,600
Change-1,200 (-12%)
Value$202.6K (-$29.9K)
Filed 2026-10-23
Simplicity Wealth,LLC
NEW
Shares8,302
Change+8,302
Value$200.2K
Filed 2026-10-23
Trust Co
INCREASED
Shares7,476 from 6,523
Change+953 (+15%)
Value$180.3K (+$22.3K)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares7,072 from 8,725
Change-1,653 (-19%)
Value$170.6K (-$40.7K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares6,077 from 3,175
Change+2,902 (+91%)
Value$146.6K (+$69.7K)
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares4,282 from 4,282
Change0 (0%)
Value$103.3K (-$429)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$102.5K (-$425)
Filed 2026-10-16
Phillip James Consulting Co.
NEW
Shares4,125
Change+4,125
Value$99.5K
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares4,003 from 4,375
Change-372 (-8%)
Value$96.6K (-$9.4K)
Filed 2026-10-01
Ascentis Independent Advisors
NEW
Shares3,650
Change+3,650
Value$88.0K
Filed 2026-11-03
Hyposwiss Advisors SA
DECREASED
Shares3,345 from 6,345
Change-3,000 (-47%)
Value$80.7K (-$73.0K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares3,210 from 3,248
Change-38 (-1%)
Value$77.4K (-$1.2K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares3,075 from 2,075
Change+1,000 (+48%)
Value$74.2K (+$23.9K)
Filed 2026-10-30
Barclays PLC
UNCHANGED
Shares2,733 from 2,733
Change0 (0%)
Value$65.9K (-$273)
Filed 2026-11-06
Bokf, NA
NEW
Shares2,700
Change+2,700
Value$65.1K
Filed 2026-10-27
NBH Bank
DECREASED
Shares2,553 from 3,525
Change-972 (-28%)
Value$61.6K (-$23.8K)
Filed 2026-11-05
Burkett Financial Services, LLC
INCREASED
Shares2,152 from 2,129
Change+23 (+1%)
Value$51.9K (+$331)
Filed 2026-10-01
Birchwood Financial Partners, Inc.
INCREASED
Shares2,134 from 2,111
Change+23 (+1%)
Value$51.5K (+$327)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares1,357 from 1,840
Change-483 (-26%)
Value$32.7K (-$11.8K)
Filed 2026-10-15
Miller Global Investments, LLC
DECREASED
Shares1,240 from 1,620
Change-380 (-23%)
Value$29.9K (-$9.3K)
Filed 2026-10-02
Legacy Bridge, LLC
DECREASED
Shares1,218 from 1,368
Change-150 (-11%)
Value$29.4K (-$3.8K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$27.6K (-$115)
Filed 2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$20.6K (-$86)
Filed 2026-10-09
Tompkins Financial Corp
NEW
Shares671
Change+671
Value$16.2K
Filed 2026-10-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$15.1K (-$63)
Filed 2026-10-23
Financial Consulate, Inc
NEW
Shares550
Change+550
Value$13.3K
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$8 ($0)
Filed 2026-10-13
IMG Wealth Management, Inc.
NEW
Shares219
Change+219
Value$5.3K
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares167 from 1,345
Change-1,178 (-88%)
Value$4.0K (-$28.5K)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$3.3K (-$14)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED
Shares104 from 103
Change+1 (+1%)
Value$3 ($0)
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.2K (-$9)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares66
Change+66
Value$1.6K
Filed 2026-10-21
Capital Investment Advisors, LLC
CLOSED
Shares0 from 1,918,973
Change-1,918,973 (-100%)
Value$0 (-$46.5M)
Filed 2026-10-22
CGN Advisors LLC
CLOSED
Shares0 from 41,853
Change-41,853 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Curbstone Financial Management Corp
CLOSED
Shares0 from 18,490
Change-18,490 (-100%)
Value$0 (-$447.8K)
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 15,769
Change-15,769 (-100%)
Value$0 (-$381.9K)
Filed 2026-10-21
Eagle Strategies LLC
CLOSED
Shares0 from 14,052
Change-14,052 (-100%)
Value$0 (-$340.3K)
Filed 2026-10-16
Fairway Wealth LLC
CLOSED
Shares0 from 1,155
Change-1,155 (-100%)
Value$0 (-$28.0K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 922
Change-922 (-100%)
Value$0 (-$22.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$8)
Filed 2026-10-26
Bank of America Corp
N/A
Shares— from 9,690,105
Change-9,690,105 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,566,800
Change-5,566,800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,571,915
Change-4,571,915 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,219,212
Change-4,219,212 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,152,438
Change-4,152,438 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,756,955
Change-3,756,955 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,150,618
Change-2,150,618 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,906,529
Change-1,906,529 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,654,457
Change-1,654,457 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,512,130
Change-1,512,130 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,457,509
Change-1,457,509 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,051,623
Change-1,051,623 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,021,785
Change-1,021,785 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 973,907
Change-973,907 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 931,010
Change-931,010 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 886,819
Change-886,819 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 866,000
Change-866,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 827,982
Change-827,982 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 818,429
Change-818,429 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 732,003
Change-732,003 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 702,212
Change-702,212 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 699,963
Change-699,963 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 671,274
Change-671,274 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 624,892
Change-624,892 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 518,768
Change-518,768 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 499,403
Change-499,403 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 407,419
Change-407,419 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 381,845
Change-381,845 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 376,949
Change-376,949 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 373,549
Change-373,549 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 365,074
Change-365,074 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 360,320
Change-360,320 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 351,582
Change-351,582 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 346,518
Change-346,518 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 336,581
Change-336,581 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 299,698
Change-299,698 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 293,807
Change-293,807 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 278,182
Change-278,182 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 252,959
Change-252,959 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 246,226
Change-246,226 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 245,954
Change-245,954 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 242,492
Change-242,492 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 238,729
Change-238,729 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 226,390
Change-226,390 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 226,152
Change-226,152 (-100%)
Value—
Es4, LLC
N/A
Shares— from 217,898
Change-217,898 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 201,638
Change-201,638 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 192,732
Change-192,732 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 163,371
Change-163,371 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 137,983
Change-137,983 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 132,755
Change-132,755 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 131,637
Change-131,637 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 127,834
Change-127,834 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 126,585
Change-126,585 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 121,832
Change-121,832 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 118,468
Change-118,468 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 118,224
Change-118,224 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 118,086
Change-118,086 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 102,978
Change-102,978 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 102,219
Change-102,219 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 100,833
Change-100,833 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 100,127
Change-100,127 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 95,525
Change-95,525 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 92,166
Change-92,166 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 88,225
Change-88,225 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 87,155
Change-87,155 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 86,968
Change-86,968 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 86,208
Change-86,208 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 85,857
Change-85,857 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 81,478
Change-81,478 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 75,182
Change-75,182 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 73,153
Change-73,153 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 68,500
Change-68,500 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 64,550
Change-64,550 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 63,500
Change-63,500 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 60,583
Change-60,583 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 59,523
Change-59,523 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 57,204
Change-57,204 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 54,655
Change-54,655 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 52,061
Change-52,061 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 49,536
Change-49,536 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 47,715
Change-47,715 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 46,471
Change-46,471 (-100%)
Value—
Summitry LLC
N/A
Shares— from 43,476
Change-43,476 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 43,392
Change-43,392 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 42,435
Change-42,435 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,400
Change-42,400 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 42,347
Change-42,347 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 40,601
Change-40,601 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,403
Change-40,403 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 35,784
Change-35,784 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 33,493
Change-33,493 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 32,825
Change-32,825 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 32,504
Change-32,504 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 31,421
Change-31,421 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 30,918
Change-30,918 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 30,206
Change-30,206 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,099
Change-30,099 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29,635
Change-29,635 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 28,686
Change-28,686 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 28,431
Change-28,431 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 27,975
Change-27,975 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 27,735
Change-27,735 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,249
Change-26,249 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 26,203
Change-26,203 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 24,186
Change-24,186 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 23,710
Change-23,710 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 23,486
Change-23,486 (-100%)
Value—
American Trust
N/A
Shares— from 22,553
Change-22,553 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 21,511
Change-21,511 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,325
Change-21,325 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 20,029
Change-20,029 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 19,995
Change-19,995 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 19,602
Change-19,602 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 17,730
Change-17,730 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 17,728
Change-17,728 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 17,570
Change-17,570 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 17,236
Change-17,236 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,778
Change-15,778 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,348
Change-14,348 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,069
Change-14,069 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,893
Change-11,893 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,942
Change-10,942 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 8,836
Change-8,836 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Motco
N/A
Shares— from 989
Change-989 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 715
Change-715 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 620
Change-620 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED4,602,5724,367,228+235,344+5%$105.8M$111.0M+$5.2M2026-11-04
LPL Financial LLC
INCREASED4,203,3693,652,706+550,663+15%$88.5M$101.4M+$12.9M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,594,4651,520,764+73,701+5%$36.8M$38.5M+$1.6M2026-11-02
Kathmere Capital Management, LLC
INCREASED1,550,5731,464,682+85,891+6%$35.5M$37.4M+$1.9M2026-10-20
Howland Capital Management LLC
INCREASED1,523,2851,336,886+186,399+14%$32.4M$36.7M+$4.4M2026-10-22
Gratus Wealth Advisors, LLC
INCREASED1,503,0351,501,436+1,599+0%$36.4M$36.3M-$111.6K2026-10-26
Sigma Investment Counselors Inc
INCREASED1,355,1961,331,503+23,693+2%$32.2M$32.7M+$438.3K2026-10-27
Kestra Advisory Services, LLC
INCREASED1,282,5461,163,553+118,993+10%$28.2M$30.9M+$2.8M2026-11-02
RVW Wealth, LLC
DECREASED1,248,7051,272,324-23,619-2%$30.8M$30.1M-$696.9K2026-10-06
Truist Financial Corp
DECREASED1,166,6741,179,587-12,913-1%$28.6M$28.1M-$429.4K2026-10-30
Tabr Capital Management, LLC
NEW1,069,197—+1,069,197——$25.8M—2026-10-20
Klingman & Associates, LLC
DECREASED926,915959,571-32,656-3%$23.2M$22.4M-$883.6K2026-10-20
MV Capital Management, Inc.
INCREASED894,277872,805+21,472+2%$21.1M$21.6M+$430.6K2026-10-29
US Bancorp \de\
INCREASED864,032775,764+88,268+11%$18.8M$20.8M+$2.1M2026-11-05
Summit Asset Management, LLC
INCREASED792,790787,752+5,038+1%$19.1M$19.1M+$42.7K2026-11-05
Glenview Trust Co
INCREASED757,220754,877+2,343+0%$18.3M$18.3M-$19.0K2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED750,926742,094+8,832+1%$18.0M$18.1M+$138.8K2026-11-05
Rebalance, LLC
INCREASED721,187714,290+6,897+1%$17.3M$17.4M+$94.9K2026-10-22
Lyell Wealth Management, LP
INCREASED695,820592,813+103,007+17%$14.4M$16.8M+$2.4M2026-10-30
First National Trust Co
INCREASED654,476583,708+70,768+12%$14.1M$15.8M+$1.6M2026-10-28
Strid Group, LLC
INCREASED642,838610,929+31,909+5%$14.8M$15.5M+$708.5K2026-10-28
Central Trust Co
INCREASED633,521632,851+670+0%$15.3M$15.3M-$47.1K2026-11-05
Novem Group
DECREASED526,736588,288-61,552-10%$14.2M$12.7M-$1.5M2026-10-19
Venture Visionary Partners LLC
INCREASED507,140456,702+50,438+11%$11.1M$12.2M+$1.2M2026-10-07
InvesTrust
INCREASED457,858353,843+104,015+29%$8.6M$11.0M+$2.5M2026-10-14
Allworth Financial LP
INCREASED445,478439,872+5,606+1%$10.7M$10.8M+$135.8K2026-11-06
McGuire Investment Group, LLC
INCREASED437,548416,994+20,554+5%$10.1M$10.6M+$454.1K2026-10-23
Merit Financial Group, LLC
INCREASED422,446381,291+41,155+11%$9.2M$10.2M+$954.5K2026-11-06
Great Diamond Partners, LLC
INCREASED420,932323,681+97,251+30%$7.8M$10.2M+$2.3M2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED411,430452,252-40,822-9%$11.0M$9.9M-$1.0M2026-10-23
Atria Investments, Inc
INCREASED411,149374,157+36,992+10%$9.1M$9.9M+$854.8K2026-10-15
Parallel Advisors, LLC
INCREASED409,570351,126+58,444+17%$8.5M$9.9M+$1.4M2026-11-03
Cornerstone Planning, LLC
INCREASED409,249406,654+2,595+1%$9.8M$9.9M+$52.6K2026-10-27
Arcadia Investment Advisors LLC
INCREASED406,058393,504+12,554+3%$9.5M$9.8M+$263.5K2026-10-13
Windsor Capital Management, LLC
INCREASED374,500363,900+10,600+3%$8.8M$9.0M+$219.3K2026-10-13
Ironwood Financial, llc
INCREASED370,688350,537+20,151+6%$8.5M$8.9M+$479.0K2026-10-20
Beaumont Asset Management, L.L.C.
NEW366,009—+366,009——$8.8M—2026-10-16
Concurrent Investment Advisors, LLC
INCREASED362,625334,825+27,800+8%$8.1M$8.7M+$637.1K2026-10-16
Matthew Goff Investment Advisor, LLC
NEW356,438—+356,438——$8.6M—2026-10-13
IFP Advisors, Inc
DECREASED352,410370,829-18,419-5%$9.0M$8.5M-$481.3K2026-10-16
Thrivent Financial for Lutherans
INCREASED336,982292,591+44,391+15%$7.1M$8.1M+$1.0M2026-11-05
Balentine LLC
INCREASED335,05547,466+287,589+606%$1.1M$8.1M+$6.9M2026-11-03
PFG Private Wealth Management, LLC
INCREASED319,297309,328+9,969+3%$7.5M$7.7M+$209.5K2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED314,418262,033+52,385+20%$6.3M$7.6M+$1.2M2026-10-14
SAX Wealth Advisors, LLC
INCREASED304,023260,060+43,963+17%$6.3M$7.3M+$1.0M2026-10-13
Kesler, Norman & Wride, LLC
INCREASED298,356298,243+113+0%$7.2M$7.2M-$27.1K2026-11-06
Praetorian Wealth Management, Inc.
INCREASED294,366284,709+9,657+3%$6.9M$7.1M+$204.4K2026-10-16
Quantum Financial Advisors, LLC
INCREASED290,760271,735+19,025+7%$6.6M$7.0M+$431.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED275,751244,563+31,188+13%$5.9M$6.7K-$5.9M2026-11-02
Valmark Advisers, Inc.
INCREASED274,989238,877+36,112+15%$5.8M$6.6M+$847.1K2026-11-06
MCF Advisors LLC
INCREASED267,494254,899+12,595+5%$6.2M$6.5M+$278.3K2026-10-28
Hamel Associates, Inc.
INCREASED266,487265,974+513+0%$6.4M$6.4M-$14.2K2026-11-06
4Thought Financial Group Inc.
INCREASED261,602261,333+269+0%$6.3M$6.3M-$19.6K2026-11-02
Creative Planning
DECREASED259,938294,645-34,707-12%$7.1M$6.3M-$866.6K2026-11-02
Virginia Wealth Management Group, Inc.
INCREASED257,512249,890+7,622+3%$6.1M$6.2M+$158.9K2026-10-14
Guidance Point Advisors, LLC
INCREASED245,323233,201+12,122+5%$5.6M$5.9M+$269.0K2026-10-15
Sonata Capital Group Inc
INCREASED238,392237,110+1,282+1%$5.7M$5.8M+$7.2K2026-10-19
Resonant Capital Advisors, LLC
DECREASED232,926233,352-4260%$5.7M$5.6M-$33.6K2026-10-15
Droms Strauss Advisors Inc
DECREASED231,931233,904-1,973-1%$5.7M$5.6M-$71.0K2026-11-03
Precedent Wealth Partners, LLC
INCREASED229,109169,417+59,692+35%$4.1M$5.5M+$1.4M2026-10-21
Prospera Financial Services Inc
INCREASED228,897222,041+6,856+3%$5.4M$5.5M+$151.1K2026-11-04
Sightline Wealth Advisors, LLC
INCREASED227,770181,395+46,375+26%$4.4M$5.5M+$1.1M2026-10-21
Kestra Private Wealth Services, LLC
INCREASED225,601145,523+80,078+55%$3.5M$5.4M+$1.9M2026-11-06
Fulton Breakefield Broenniman LLC
INCREASED222,734196,600+26,134+13%$4.8M$5.4M+$610.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED213,406182,351+31,055+17%$4.4M$5.1M+$735.0K2026-10-13
Leo Wealth, LLC
NEW208,529—+208,529——$5.0M—2026-10-26
Krilogy Financial LLC
DECREASED203,146218,269-15,123-7%$5.3M$4.9M-$390.7K2026-10-13
High Note Wealth, LLC
INCREASED189,166121,071+68,095+56%$2.9M$4.6M+$1.6M2026-10-27
Robbins Farley
INCREASED186,522184,636+1,886+1%$4.5M$4.5M+$27.0K2026-10-21
10Elms LLP
DECREASED183,246183,989-7430%$4.5M$4.4M-$36.3K2026-11-06
Laurel Wealth Advisors LLC
INCREASED177,411176,080+1,331+1%$4.3M$4.3M+$14.5K2026-10-27
Regions Financial Corp
INCREASED176,847174,589+2,258+1%$4.2M$4.3M+$37.0K2026-11-05
Scott Capital Advisors, LLC
INCREASED174,40914,264+160,145+1123%$345.5K$4.2M+$3.9M2026-10-13
Sowell Financial Services LLC
DECREASED171,666186,041-14,375-8%$4.5M$4.1M-$365.3K2026-10-23
Tlwm
DECREASED162,168163,533-1,365-1%$4.0M$3.9M-$49.3K2026-10-09
Evergreen Private Wealth LLC
INCREASED159,881156,823+3,058+2%$3.8M$3.9M+$58.1K2026-10-30
Integrated Advisors Network LLC
INCREASED158,039130,439+27,600+21%$3.2M$3.8M+$652.7K2026-10-20
Moneco Advisors, LLC
DECREASED154,483155,938-1,455-1%$3.8M$3.7M-$50.7K2026-11-05
Arrow Financial Corp
DECREASED152,754209,525-56,771-27%$5.1M$3.7M-$1.4M2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED151,095170,097-19,002-11%$4.1M$3.6M-$475.3K2026-10-15
Penobscot Investment Management Company, Inc.
DECREASED147,705223,130-75,425-34%$5.4M$3.6M-$1.8M2026-10-26
Rossmore Private Capital
INCREASED141,443111,591+29,852+27%$2.7M$3.4M+$708.9K2026-10-27
Foundation Wealth Management, LLC
INCREASED141,410141,313+97+0%$3.4M$3.4M-$11.8K2026-10-22
Cowa, LLC
INCREASED137,834117,008+20,826+18%$2.8M$3.3M+$490.6K2026-10-30
Harbor Investment Advisory, LLC
INCREASED136,148129,122+7,026+5%$3.1M$3.3M+$156.6K2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED131,766114,542+17,224+15%$2.8M$3.2M+$404.0K2026-10-13
LifePlan Financial, LLC
DECREASED119,295120,053-758-1%$2.9M$2.9M-$35.1K2026-10-13
Riverchase Wealth Management, LLC
INCREASED117,182112,074+5,108+5%$2.7M$2.8M+$112.0K2026-10-28
Associated Banc-Corp
DECREASED114,571115,119-5480%$2.8M$2.8M-$24.7K2026-10-30
Marathon Mission, Inc.
INCREASED112,717109,984+2,733+2%$2.7M$2.7M+$54.9K2026-10-01
Phillips Financial Management, LLC
INCREASED110,14677,378+32,768+42%$1.9M$2.7M+$782.6K2026-10-19
MTM Investment Management, LLC
DECREASED109,803111,385-1,582-1%$2.7M$2.6M-$49.3K2026-10-30
Breachway Investments LLC
DECREASED108,870114,761-5,891-5%$2.8M$2.6M-$153.6K2026-10-19
Centennial Advisors, LLC
DECREASED103,771104,961-1,190-1%$2.5M$2.5M-$39.2K2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED102,789104,825-2,036-2%$2.5M$2.5M-$59.6K2026-10-19
Barrett & Company, Inc.
INCREASED100,73674,335+26,401+36%$1.8M$2.4M+$629.4K2026-10-22
Foundry Financial Group, Inc.
DECREASED98,792104,158-5,366-5%$2.5M$2.4M-$139.8K2026-10-28
WJ Wealth Management, LLC
DECREASED96,762113,756-16,994-15%$2.8M$2.3M-$421.3K2026-11-03
Chesley Taft & Associates LLC
INCREASED95,74691,112+4,634+5%$2.2M$2.3M+$102.7K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED92,35888,511+3,847+4%$2.1M$2.2M+$83.9K2026-10-13
Commonwealth Financial Services, LLC
DECREASED91,778164,714-72,936-44%$4.0M$2.2M-$1.8M2026-10-20
Keeler Thomas Management LLC
DECREASED88,83589,401-566-1%$2.2M$2.1M-$22.6K2026-10-29
Wealthstar Advisors, LLC
INCREASED88,31887,831+487+1%$2.1M$2.1M+$3.0K2026-10-19
Cove Private Wealth, LLC
INCREASED86,50061,000+25,500+42%$1.5M$2.1M+$609.0K2026-10-28
New England Private Wealth Advisors LLC
INCREASED85,53675,872+9,664+13%$1.8M$2.1M+$228.6K2026-10-19
Fifth Third Bancorp
DECREASED81,56686,828-5,262-6%$2.1M$2.0M-$135.6K2026-11-05
Clearstead Advisors, LLC
INCREASED80,74570,553+10,192+14%$1.7M$1.9M+$238.8K2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED78,23078,274-440%$1.9M$1.9M-$8.9K2026-10-19
Bank of New York Mellon Corp
INCREASED78,22656,301+21,925+39%$1.4M$1.9M+$523.2K2026-11-05
Segment Wealth Management, LLC
INCREASED76,44869,830+6,618+9%$1.7M$1.8M+$152.6K2026-10-26
First Fiduciary Investment Counsel, Inc.
DECREASED75,30476,091-787-1%$1.8M$1.8K-$1.8M2026-10-27
Montecito Bank & Trust
INCREASED73,36072,984+376+1%$1.8M$1.8M+$1.8K2026-10-01
Farther Finance Advisors, LLC
DECREASED72,89479,804-6,910-9%$1.9M$1.8M-$174.6K2026-10-08
Conrad Siegel Investment Advisors, Inc.
INCREASED70,10368,519+1,584+2%$1.7M$1.7M+$31.3K2026-10-08
Diversify Advisory Services, LLC
INCREASED68,56354,815+13,748+25%$1.3M$1.7M+$326.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED68,56354,815+13,748+25%$1.3M$1.7M+$326.8K2026-10-20
Bullock Wealth Management Group
INCREASED66,40765,207+1,200+2%$1.6M$1.6M+$24.3K2026-10-09
Beacon Financial Group
INCREASED64,72263,729+993+2%$1.5M$1.6M+$17.6K2026-10-19
Valley Wealth Managers, Inc.
DECREASED63,84768,915-5,068-7%$1.7M$1.5M-$129.1K2026-10-09
Signaturefd, LLC
DECREASED63,61867,323-3,705-5%$1.6M$1.5M-$96.1K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED62,54451,900+10,644+21%$1.3M$1.5M+$251.5K2026-11-05
Arcataur Capital Management LLC
UNCHANGED62,42062,42000%$1.5M$1.5M-$6.2K2026-10-21
Princeton Global Asset Management LLC
DECREASED61,26461,529-2650%$1.5M$1.5M-$12.6K2026-10-21
Jacobi Capital Management LLC
INCREASED61,06756,668+4,399+8%$1.4M$1.5M+$100.4K2026-11-05
Gould Asset Management LLC
INCREASED60,22057,970+2,250+4%$1.4M$1.5M+$48.5K2026-11-06
Cannon Financial Strategists, Inc.
UNCHANGED58,86858,86800%$1.4M$1.4M-$5.9K2026-10-19
Addison Advisors LLC
INCREASED57,82355,314+2,509+5%$1.3M$1.4M+$55.0K2026-11-06
Cabot Wealth Management Inc
DECREASED57,35392,429-35,076-38%$2.2M$1.4M-$855.3K2026-11-05
Davenport & Co LLC
DECREASED57,31858,065-747-1%$1.4M$1.4M-$23.8K2026-10-14
Adirondack Trust Co
INCREASED56,99046,837+10,153+22%$1.1M$1.4M+$240.1K2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED56,21349,706+6,507+13%$1.2M$1.4M+$152.0K2026-11-05
James Investment Research, Inc.
DECREASED54,26456,334-2,070-4%$1.4M$1.3M-$55.6K2026-10-22
Redwood Financial Network Corp
NEW51,912—+51,912——$1.3M—2026-11-03
Aspen Wealth Management LLC
INCREASED51,51245,194+6,318+14%$1.1M$1.2M+$147.9K2026-10-14
Blue Square Asset Management, LLC
INCREASED50,01848,882+1,136+2%$1.2M$1.2M+$22.5K2026-11-02
Beaumont Financial Advisors, LLC
DECREASED48,36648,386-200%$1.2M$1.2M-$5.3K2026-10-22
Wesbanco Bank Inc
UNCHANGED48,07448,07400%$1.2M$1.2M-$4.8K2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED47,56138,921+8,640+22%$942.7K$1.1M+$204.5K2026-10-15
Archford Capital Strategies, LLC
DECREASED46,64747,299-652-1%$1.1M$1.1M-$20.5K2026-10-19
4J Wealth Management LLC
NEW45,733—+45,733——$1.1M—2026-11-02
Probity Advisors, Inc.
DECREASED45,15884,095-38,937-46%$2.0M$1.1M-$947.6K2026-10-23
Romano Brothers and Company
NEW41,972—+41,972——$1.0M—2026-10-22
Dudley Capital Management, LLC
INCREASED41,30041,100+200+0%$995.4K$996.2K+$7142026-10-23
StoneX Group Inc.
INCREASED40,92832,226+8,702+27%$780.6K$987.4K+$206.9K2026-11-03
NovaPoint Capital, LLC
NEW40,803—+40,803——$984.2K—2026-10-22
One Plus One Wealth Management, LLC
DECREASED40,48956,813-16,324-29%$1.4M$976.6K-$399.4K2026-10-16
Twin Cities Retirement Group LLC
NEW39,901—+39,901——$962.4K—2026-10-16
Weaver Consulting Group
INCREASED39,27738,535+742+2%$933.3K$947.4K+$14.0K2026-10-07
Physician Wealth Advisors, Inc.
INCREASED38,33638,330+6+0%$928.4K$924.7K-$3.7K2026-10-20
KOM Wealth Management Group, LLC
INCREASED38,13937,506+633+2%$908.4K$919.9K+$11.5K2026-10-15
Hurley Capital, LLC
INCREASED37,07824,492+12,586+51%$593.2K$894.3K+$301.2K2026-11-05
First Interstate Bank
INCREASED36,41135,211+1,200+3%$852.8K$878.2K+$25.4K2026-10-23
XY Planning Network, Inc.
NEW35,994—+35,994——$868.2K—2026-10-14
Patriot Investment Management Group, Inc.
INCREASED35,72635,316+410+1%$855.4K$861.7K+$6.4K2026-10-15
Johnson Bixby & Associates, LLC
INCREASED35,31235,119+193+1%$850.6K$851.7K+$1.1K2026-10-14
Gilbert Capital Group, Inc.
DECREASED34,83738,841-4,004-10%$940.7K$840.3K-$100.5K2026-10-28
Accretive Wealth Partners, LLC
DECREASED34,10734,282-175-1%$830.3K$822.7K-$7.6K2026-11-06
Beacon Financial Planning, Inc
INCREASED33,86432,494+1,370+4%$787.0K$816.8K+$29.8K2026-11-04
Duncker Streett & Co Inc
INCREASED33,83333,478+355+1%$810.8K$816.0K+$5.2K2026-10-27
KFG LLC
NEW33,688—+33,688——$812.6K—2026-11-02
River's Edge Wealth Management, LLC
DECREASED33,35533,896-541-2%$818.9K$803.9K-$15.1K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED33,17622,027+11,149+51%$533.5K$800.2K+$266.7K2026-10-30
Schuylkill Financial LLC
INCREASED33,03332,032+1,001+3%$775.8K$796.8K+$20.9K2026-10-21
DecisionMap Wealth Management, LLC
UNCHANGED32,49632,49600%$787.1K$783.8K-$3.2K2026-10-29
MGO One Seven LLC
INCREASED32,27432,211+63+0%$780.1K$778.4K-$1.7K2026-10-28
Wealth Advisory Solutions, LLC
INCREASED31,94431,805+139+0%$770.3K$770.5K+$1522026-10-20
PNC Financial Services Group, Inc.
INCREASED31,69319,694+11,999+61%$477.0K$764.4K+$287.4K2026-11-06
Community Financial Services Group, LLC
INCREASED31,3306,114+25,216+412%$147.5K$753.5K+$606.0K2026-10-15
Autumn Glory Partners, LLC
INCREASED30,17430,127+47+0%$729.7K$727.8K-$1.9K2026-10-26
Straight Path Wealth Management
INCREASED29,42127,912+1,509+5%$676.0K$709.6K+$33.6K2026-10-23
ADG Wealth Management Group, LLC
UNCHANGED29,19029,19000%$707.0K$704.1K-$2.9K2026-10-23
Koshinski Asset Management, Inc.
INCREASED27,95325,769+2,184+8%$624.1K$674.2K+$50.1K2026-10-29
Focused Alpha, LLC
DECREASED27,89832,137-4,239-13%$778.4K$672.9K-$105.5K2026-10-20
Oppenheimer & Co Inc
DECREASED27,08632,040-4,954-15%$776.0K$653.3K-$122.7K2026-10-26
Atwater Malick LLC
UNCHANGED26,26526,26500%$636.1K$633.5K-$2.6K2026-10-15
Spire Wealth Management
INCREASED25,75523,269+2,486+11%$563.6K$621.2K+$57.6K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED24,67817,632+7,046+40%$427.0K$595.2K+$168.2K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED24,5686,955+17,613+253%$168.5K$592.6K+$424.1K2026-11-03
TD Waterhouse Canada Inc.
DECREASED24,54926,595-2,046-8%$641.5K$590.4K-$51.1K2026-10-16
Prosperity Planning, Inc.
DECREASED24,13424,751-617-2%$599.5K$582.1K-$17.4K2026-10-09
Tableaux LLC
DECREASED24,04227,256-3,214-12%$660.1K$579.9K-$80.2K2026-10-23
Woodmont Investment Counsel LLC
DECREASED23,4591,062,966-1,039,507-98%$25.7M$565.8K-$25.2M2026-10-29
Farnam Financial LLC
NEW23,275—+23,275——$560.9K—2026-10-21
Robinson Smith Wealth Advisors LLC
INCREASED22,50522,476+29+0%$544.4K$542.8K-$1.6K2026-10-22
Indivisible Partners
INCREASED22,31920,552+1,767+9%$497.8K$538.3K+$40.6K2026-10-26
Alterna Wealth Management, Inc
DECREASED22,08532,145-10,060-31%$778.6K$532.7K-$245.9K2026-10-27
Bank of New Hampshire
DECREASED21,93024,555-2,625-11%$594.7K$529.0K-$65.8K2026-10-06
Clearstead Trust, LLC
INCREASED21,83018,143+3,687+20%$439.4K$526.5K+$87.1K2026-11-06
Yoder Wealth Management, Inc.
INCREASED21,02012,500+8,520+68%$302.8K$507.0K+$204.3K2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED20,33344,524-24,191-54%$1.1M$490.4K-$587.9K2026-10-16
HUB Investment Partners, LLC
INCREASED19,71915,038+4,681+31%$364.2K$475.6K+$111.4K2026-11-03
Lee Financial Co
UNCHANGED19,43019,43000%$470.6K$468.7K-$1.9K2026-10-16
Peck Wealth Management, LLC
NEW19,200—+19,200——$463.1K—2026-10-29
True Private Wealth Advisors
NEW18,564—+18,564——$447.8K—2026-10-19
KPP Advisory Services LLC
INCREASED18,52014,320+4,200+29%$346.8K$446.7K+$99.9K2026-10-26
Wiregrass Investment Management LLC
UNCHANGED18,50018,50000%$448.1K$446.2K-$1.9K2026-11-05
Walleye Partners, LLC
DECREASED18,33324,355-6,022-25%$589.9K$442.2K-$147.7K2026-10-13
J. L. Bainbridge & Co., Inc.
UNCHANGED17,82817,82800%$431.8K$430.0K-$1.8K2026-10-20
S.E.E.D. Planning Group LLC
DECREASED17,67418,676-1,002-5%$452.3K$426.3K-$26.0K2026-10-07
Moors & Cabot, Inc.
INCREASED17,23816,626+612+4%$402.7K$415.8K+$13.1K2026-11-06
Simon Quick Advisors, LLC
INCREASED17,21917,061+158+1%$413.2K$415.3K+$2.1K2026-10-26
Level Four Advisory Services, LLC
INCREASED16,7529,066+7,686+85%$219.6K$404.1K+$184.5K2026-11-06
Old Mission Investment Co LLC
UNCHANGED16,66416,66400%$403.6K$401.9K-$1.7K2026-10-22
Mattern Capital Management, LLC
UNCHANGED16,64516,64500%$403.1K$401.5K-$1.7K2026-11-02
Alliance Wealth Advisors, LLC
DECREASED16,56318,473-1,910-10%$447.4K$399.5K-$47.9K2026-10-28
Livet Wealth, LLC
UNCHANGED16,54116,54100%$400.6K$399.0K-$1.7K2026-10-27
Financial Advisory Corp
INCREASED16,33816,166+172+1%$391.6K$394.1K+$2.5K2026-10-14
Crusonia Wealth Advisors LLC
DECREASED16,11516,852-737-4%$408.2K$388.7K-$19.5K2026-10-26
Meridian Wealth Management, LLC
INCREASED16,04911,161+4,888+44%$270.3K$387.1K+$116.8K2026-11-05
Brookstone Capital Management
DECREASED15,82532,932-17,107-52%$797.6K$381.7K-$415.9K2026-10-22
Members Wealth LLC
DECREASED15,812152,799-136,987-90%$3.7M$380.7K-$3.3M2026-10-20
Ballast Rock Private Wealth LLC
NEW15,597—+15,597——$376.2K—2026-10-26
FF Advisors,LLC
DECREASED15,52517,826-2,301-13%$431.7K$374.5K-$57.3K2026-10-21
Pine Haven Investment Counsel, Inc
INCREASED15,40015,200+200+1%$368.1K$371.4K+$3.3K2026-11-02
Apex Wealth Management, LLC
NEW15,013—+15,013——$362.1K—2026-10-20
1900 Wealth Management LLC
INCREASED14,75014,522+228+2%$351.7K$355.8K+$4.0K2026-10-13
Schmidt P J Investment Management Inc
DECREASED14,72117,380-2,659-15%$420.9K$355.1K-$65.9K2026-11-02
Valley Forge Investment Consultants Inc ADV
UNCHANGED13,76513,76500%$333.4K$332.0K-$1.4K2026-11-03
Fortune Financial Group, Inc.
INCREASED13,58512,216+1,369+11%$295.9K$327.7K+$31.8K2026-10-22
Ferguson Johnson Wealth Management Inc
UNCHANGED13,45213,45200%$325.0K$324.5K-$5382026-11-05
Summit Place Financial Advisors, LLC
NEW13,450—+13,450——$324.4K—2026-10-23
Ledyard National Bank
DECREASED13,40013,640-240-2%$330.4K$323.2K-$7.2K2026-10-21
Aprio Wealth Management, LLC
INCREASED13,2519,554+3,697+39%$231.4K$319.6K+$88.2K2026-10-28
Baker Tilly Wealth Management, LLC
NEW13,248—+13,248——$319.5K—2026-10-05
Gamma Investing LLC
INCREASED13,16411,928+1,236+10%$288.9K$317.5K+$28.6K2026-10-08
Mlp3, LLC
INCREASED13,0648,912+4,152+47%$215.8K$315.1K+$99.3K2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED13,02013,02000%$315.3K$314.0K-$1.3K2026-10-21
Strategic Blueprint, LLC
NEW12,757—+12,757——$307.7K—2026-10-22
Advisor OS, LLC
DECREASED12,74815,952-3,204-20%$386.4K$307.5K-$78.9K2026-11-03
Next Level Wealth Planning, LLC
UNCHANGED12,39012,39000%$300.1K$298.8K-$1.2K2026-10-29
Berkshire Money Management, Inc.
UNCHANGED12,21312,21300%$295.8K$294.6K-$1.2K2026-10-21
Sarver Vrooman Wealth Advisors
DECREASED12,00412,174-170-1%$293.9K$289.5K-$4.4K2026-10-01
Cyr Financial Inc.
DECREASED11,98412,156-172-1%$294.4K$289.1K-$5.4K2026-10-16
Meredith Wealth Planning
DECREASED11,76712,124-357-3%$293.6K$283.8K-$9.8K2026-10-14
International Assets Investment Management, LLC
UNCHANGED11,68611,68600%$281.9K$281.0K-$8182026-11-02
Csenge Advisory Group
INCREASED11,59211,387+205+2%$275.8K$279.6K+$3.8K2026-11-04
Meitav Investment House LTD
DECREASED11,48713,752-2,265-16%$332.8K$276.7K-$56.1K2026-10-28
Hengehold Capital Management LLC
DECREASED11,47413,737-2,263-16%$332.7K$276.8K-$56.0K2026-10-16
Welch & Forbes LLC
NEW11,471—+11,471——$276.7K—2026-11-04
United Community Bank
DECREASED11,18012,245-1,065-9%$296.6K$269.7K-$26.9K2026-10-28
BridgePort Financial Solutions, LLC
UNCHANGED10,96110,96100%$265.5K$264.4K-$1.1K2026-11-02
Robertson Stephens Wealth Management, LLC
NEW10,887—+10,887——$262.6K—2026-10-16
Chicago Partners Investment Group LLC
INCREASED10,76510,652+113+1%$257.4K$259.9K+$2.5K2026-10-27
Cooper S Advisors, LLC
UNCHANGED10,72910,72900%$259.9K$258.8K-$1.1K2026-11-03
Highland Financial Advisors, LLC
UNCHANGED10,60610,60600%$256.9K$255.8K-$1.1K2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED10,50410,50400%$254.4K$253.4K-$1.1K2026-10-15
Naples Global Advisors, LLC
UNCHANGED10,49010,49000%$254.1K$253.0K-$1.0K2026-11-05
Avantax Planning Partners, Inc.
UNCHANGED10,44710,44700%$253.0K$252.0K-$1.0K2026-11-03
Horizons Wealth Management
NEW10,438—+10,438——$251.8K—2026-10-05
Greenspring Advisors, LLC
UNCHANGED10,31610,31600%$249.9K$248.8K-$1.0K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED10,25213,666-3,414-25%$331.0K$247.3K-$83.7K2026-10-20
Choreo, LLC
INCREASED10,1018,376+1,725+21%$202.9K$243.6K+$40.8K2026-10-28
Arnold Financial Planning LLC
NEW10,003—+10,003——$241.3K—2026-10-20
Briggs Wealth Management, Inc
UNCHANGED9,9379,93700%$240.7K$239.7K-$9942026-10-26
Axxcess Wealth Management, LLC
NEW9,925—+9,925——$239.4K—2026-10-21
Midland Wealth Advisors, LLC
DECREASED9,91015,524-5,614-36%$376.0K$239.0K-$137.0K2026-10-26
Trust Point Inc.
DECREASED9,57124,639-15,068-61%$596.8K$230.9K-$365.9K2026-10-27
Jefferson Bridge Capital, LLC
DECREASED9,39745,897-36,500-80%$1.1M$226.6K-$885.0K2026-11-06
Single Point Partners, LLC
NEW9,063—+9,063——$218.6K—2026-10-19
Cypress Wealth Services, LLC
UNCHANGED8,8678,86700%$214.8K$213.4K-$1.3K2026-10-21
MinichMacGregor Wealth Management, LLC
UNCHANGED8,6338,63300%$209.1K$208.2K-$8632026-10-14
Sentinel Pension Advisors, LLC
INCREASED8,6218,560+61+1%$206.9K$207.9K+$1.0K2026-11-02
Builder Investment Group Inc
NEW8,550—+8,550——$206.2K—2026-10-22
Keybank National Association
UNCHANGED8,5008,50000%$205.9K$205.0K-$8502026-11-04
Wilmington Savings Fund Society, FSB
DECREASED8,4009,600-1,200-12%$232.5K$202.6K-$29.9K2026-10-23
Simplicity Wealth,LLC
NEW8,302—+8,302——$200.2K—2026-10-23
Trust Co
INCREASED7,4766,523+953+15%$158.0K$180.3K+$22.3K2026-10-09
Private Trust Co NA
DECREASED7,0728,725-1,653-19%$211.3K$170.6K-$40.7K2026-10-20
Pinnacle Bancorp, Inc.
INCREASED6,0773,175+2,902+91%$76.9K$146.6K+$69.7K2026-10-21
Align Financial, LLC
UNCHANGED4,2824,28200%$103.7K$103.3K-$4292026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED4,2504,25000%$102.9K$102.5K-$4252026-10-16
Phillip James Consulting Co.
NEW4,125—+4,125——$99.5K—2026-11-03
Coastline Trust Co
DECREASED4,0034,375-372-8%$106.0K$96.6K-$9.4K2026-10-01
Ascentis Independent Advisors
NEW3,650—+3,650——$88.0K—2026-11-03
Hyposwiss Advisors SA
DECREASED3,3456,345-3,000-47%$153.7K$80.7K-$73.0K2026-10-26
Asset Dedication, LLC
DECREASED3,2103,248-38-1%$78.7K$77.4K-$1.2K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED3,0752,075+1,000+48%$50.3K$74.2K+$23.9K2026-10-30
Barclays PLC
UNCHANGED2,7332,73300%$66.2K$65.9K-$2732026-11-06
Bokf, NA
NEW2,700—+2,700——$65.1K—2026-10-27
NBH Bank
DECREASED2,5533,525-972-28%$85.4K$61.6K-$23.8K2026-11-05
Burkett Financial Services, LLC
INCREASED2,1522,129+23+1%$51.6K$51.9K+$3312026-10-01
Birchwood Financial Partners, Inc.
INCREASED2,1342,111+23+1%$51.1K$51.5K+$3272026-11-02
Blue Trust, Inc.
DECREASED1,3571,840-483-26%$44.6K$32.7K-$11.8K2026-10-15
Miller Global Investments, LLC
DECREASED1,2401,620-380-23%$39.2K$29.9K-$9.3K2026-10-02
Legacy Bridge, LLC
DECREASED1,2181,368-150-11%$33.1K$29.4K-$3.8K2026-10-28
Eastern Bank
UNCHANGED1,1451,14500%$27.7K$27.6K-$1152026-10-05
Armstrong Advisory Group, Inc
UNCHANGED85585500%$20.7K$20.6K-$862026-10-09
Tompkins Financial Corp
NEW671—+671——$16.2K—2026-10-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED62862800%$15.2K$15.1K-$632026-10-23
Financial Consulate, Inc
NEW550—+550——$13.3K—2026-10-23
First Premier Bank
UNCHANGED31531500%$8$8$02026-10-13
IMG Wealth Management, Inc.
NEW219—+219——$5.3K—2026-10-27
Assetmark, Inc
DECREASED1671,345-1,178-88%$32.6K$4.0K-$28.5K2026-10-21
Evolution Wealth Management Inc.
UNCHANGED13713700%$3.3K$3.3K-$142026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED104103+1+1%$3$3$02026-11-04
Hoey Investments, Inc
UNCHANGED909000%$2.2K$2.2K-$92026-10-29
Root Financial Partners, LLC
NEW66—+66——$1.6K—2026-10-21
Capital Investment Advisors, LLC
CLOSED01,918,973-1,918,973-100%$46.5M$0-$46.5M2026-10-22
CGN Advisors LLC
CLOSED041,853-41,853-100%$1.0M$0-$1.0M2026-10-21
Curbstone Financial Management Corp
CLOSED018,490-18,490-100%$447.8K$0-$447.8K2026-10-21
Newman Dignan & Sheerar, Inc.
CLOSED015,769-15,769-100%$381.9K$0-$381.9K2026-10-21
Eagle Strategies LLC
CLOSED014,052-14,052-100%$340.3K$0-$340.3K2026-10-16
Fairway Wealth LLC
CLOSED01,155-1,155-100%$28.0K$0-$28.0K2026-10-30
JFS Wealth Advisors, LLC
CLOSED0922-922-100%$22.3K$0-$22.3K2026-11-03
AdvisorNet Financial, Inc
CLOSED0822-822-100%$19.9K$0-$19.9K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED000—$8$0-$82026-10-26
Bank of America Corp
N/A—9,690,105-9,690,105-100%$234.7M———
Mercer Global Advisors Inc
N/A—5,566,800-5,566,800-100%$134.8M———
Morgan Stanley
N/A—4,571,915-4,571,915-100%$110.7M———
UBS Group AG
N/A—4,219,212-4,219,212-100%$102.2M———
HM Payson & Co
N/A—4,152,438-4,152,438-100%$100.6M———
Raymond James Financial Inc
N/A—3,756,955-3,756,955-100%$91.0M———
Sound View Wealth Advisors Group, LLC
N/A—2,150,618-2,150,618-100%$52.1M———
Ameriprise Financial Inc
N/A—1,906,529-1,906,529-100%$46.2M———
Royal Bank of Canada
N/A—1,654,457-1,654,457-100%$40.1M———
Captrust Financial Advisors
N/A—1,512,130-1,512,130-100%$36.6M———
Wells Fargo & Company
N/A—1,457,509-1,457,509-100%$35.3M———
Stifel Financial Corp
N/A—1,051,623-1,051,623-100%$25.5M———
Wick Capital Partners, LLC
N/A—1,021,785-1,021,785-100%$24.7M———
Northwestern Mutual Wealth Management Co
N/A—973,907-973,907-100%$23.6M———
Focus Partners Wealth
N/A—931,010-931,010-100%$22.5M———
HighTower Advisors, LLC
N/A—886,819-886,819-100%$21.5M———
Meiji Yasuda Life Insurance Co
N/A—866,000-866,000-100%$21.0M———
NewEdge Advisors, LLC
N/A—827,982-827,982-100%$20.1M———
Benjamin Edwards Inc
N/A—818,429-818,429-100%$19.8M———
Spinnaker Trust
N/A—732,003-732,003-100%$17.7M———
BlackRock, Inc.
N/A—702,212-702,212-100%$17.0M———
Stratos Wealth Partners, Ltd.
N/A—699,963-699,963-100%$17.0M———
Sanctuary Advisors, LLC
N/A—671,274-671,274-100%$16.3M———
EP Wealth Advisors, LLC
N/A—624,892-624,892-100%$15.1M———
Northstar Group, Inc.
N/A—518,768-518,768-100%$12.6M———
Beacon Pointe Advisors, LLC
N/A—499,403-499,403-100%$12.1M———
Envestnet Asset Management Inc
N/A—407,419-407,419-100%$9.9M———
Janney Montgomery Scott LLC
N/A—381,845-381,845-100%$9.2M———
Global Retirement Partners, LLC
N/A—376,949-376,949-100%$9.1M———
Cetera Investment Advisers
N/A—373,549-373,549-100%$9.0M———
United Capital Financial Advisors, LLC
N/A—365,074-365,074-100%$8.8M———
Peloton Wealth Strategists
N/A—360,320-360,320-100%$8.7M———
Composition Wealth, LLC
N/A—351,582-351,582-100%$8.5M———
Leavell Investment Management, Inc.
N/A—346,518-346,518-100%$8.4M———
Eight 31 Financial, LLC
N/A—336,581-336,581-100%$8.2M———
Lbmc Investment Advisors, LLC
N/A—299,698-299,698-100%$7.3M———
Jones Financial Companies Lllp
N/A—293,807-293,807-100%$7.1M———
Madden Advisory Services, Inc.
N/A—278,182-278,182-100%$6.7M———
Atlantic Union Bankshares Corp
N/A—252,959-252,959-100%$6.1M———
Winthrop Partners - WNY, LLC
N/A—246,226-246,226-100%$6.0M———
Snowden Capital Advisors LLC
N/A—245,954-245,954-100%$6.0M———
OneDigital Investment Advisors LLC
N/A—242,492-242,492-100%$5.9M———
Houlihan Financial Resource Group, Ltd.
N/A—238,729-238,729-100%$5.8M———
Crews Bank & Trust
N/A—226,390-226,390-100%$5.5M———
Heartland Bank & Trust Co
N/A—226,152-226,152-100%$5.5M———
Es4, LLC
N/A—217,898-217,898-100%$5.3M———
Osaic Holdings, Inc.
N/A—201,638-201,638-100%$4.9M———
Hancock Whitney Corp
N/A—192,732-192,732-100%$4.7M———
Covington Investment Advisors Inc.
N/A—163,371-163,371-100%$4.0M———
Stonebrook Private Inc.
N/A—137,983-137,983-100%$3.3M———
Mariner, LLC
N/A—132,755-132,755-100%$3.2M———
Fortis Capital Management LLC
N/A—131,637-131,637-100%$3.2M———
JPMorgan Chase & Co
N/A—127,834-127,834-100%$3.1M———
Godshalk Welsh Capital Management, Inc.
N/A—126,585-126,585-100%$3.1M———
First Manhattan Co. Llc.
N/A—121,832-121,832-100%$3.0M———
Roble, Belko & Company, Inc
N/A—118,468-118,468-100%$2.9M———
Cary Street Partners Financial LLC
N/A—118,224-118,224-100%$2.9M———
TFR Capital, Llc.
N/A—118,086-118,086-100%$2.9M———
Hills Bank & Trust Co
N/A—102,978-102,978-100%$2.5M———
Modern Wealth Management, LLC
N/A—102,219-102,219-100%$2.5M———
Harbor Advisory Corp
N/A—100,833-100,833-100%$2.4M———
Kintra Wealth, LLC
N/A—100,127-100,127-100%$2.4M———
Smith, Moore & Co.
N/A—95,525-95,525-100%$2.3M———
AssuredPartners Investment Advisors, LLC
N/A—92,166-92,166-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—88,225-88,225-100%$2.1M———
Equitable Holdings, Inc.
N/A—87,155-87,155-100%$2.1M———
IFG Advisory, LLC
N/A—86,968-86,968-100%$2.1M———
FourThought Financial Partners, LLC
N/A—86,208-86,208-100%$2.1M———
Round Rock Advisors LLC
N/A—85,857-85,857-100%$2.1M———
Granite Harbor Advisors, Inc.
N/A—81,478-81,478-100%$2.0M———
Old Mission Capital LLC
N/A—75,182-75,182-100%$1.8M———
Wrapmanager Inc
N/A—73,153-73,153-100%$1.8M———
WealthTrust Axiom LLC
N/A—68,500-68,500-100%$1.7M———
Coldstream Capital Management Inc
N/A—64,550-64,550-100%$1.6M———
AlTi Global, Inc.
N/A—63,500-63,500-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—60,583-60,583-100%$1.5M———
Citadel Advisors LLC
N/A—59,523-59,523-100%$1.4M———
Reliant Wealth Planning
N/A—57,204-57,204-100%$1.4M———
MidFirst Bank
N/A—54,655-54,655-100%$1.3M———
Element Wealth, LLC
N/A—52,061-52,061-100%$1.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—49,536-49,536-100%$1.2M———
Farmers National Bank
N/A—47,715-47,715-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—46,471-46,471-100%$1.1M———
Summitry LLC
N/A—43,476-43,476-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—43,392-43,392-100%$1.1M———
Cerity Partners LLC
N/A—42,435-42,435-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—42,400-42,400-100%$1.0M———
Mayflower Financial Advisors, LLC
N/A—42,347-42,347-100%$1.0M———
Timber Creek Capital Management LLC
N/A—40,601-40,601-100%$983.4K———
Private Advisor Group, LLC
N/A—40,403-40,403-100%$978.6K———
Stokes Family Office, LLC
N/A—35,784-35,784-100%$866.7K———
Wealthspire Advisors, LLC
N/A—33,745-33,745-100%$817.3K———
Baird Financial Group, Inc.
N/A—33,493-33,493-100%$811.2K———
Black Swift Group, LLC
N/A—32,825-32,825-100%$795.0K———
Thoroughbred Financial Services, LLC
N/A—32,504-32,504-100%$787.0K———
Neuberger Berman Group LLC
N/A—31,421-31,421-100%$761.0K———
Summit Wealth Group, LLC
N/A—30,918-30,918-100%$748.8K———
Pure Financial Advisors, LLC
N/A—30,206-30,206-100%$731.6K———
Advisory Services Network, LLC
N/A—30,099-30,099-100%$729.0K———
Fiduciary Financial Advisors
N/A—29,635-29,635-100%$717.8K———
Seneca House Advisors
N/A—28,686-28,686-100%$694.8K———
Dearborn Partners LLC
N/A—28,431-28,431-100%$688.6K———
Northwest Bancshares, Inc.
N/A—27,975-27,975-100%$677.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—27,735-27,735-100%$671.7K———
Susquehanna International Group, LLP
N/A—26,249-26,249-100%$635.8K———
Van Hulzen Asset Management, LLC
N/A—26,203-26,203-100%$634.6K———
Summit Wealth Partners, LLC
N/A—24,186-24,186-100%$585.8K———
First National Bank & Trust Co of Newtown
N/A—23,710-23,710-100%$573.8K———
HRT Financial LP
N/A—23,624-23,624-100%$572.0K———
Gilbert & Cook, Inc.
N/A—23,486-23,486-100%$568.8K———
American Trust
N/A—22,553-22,553-100%$546.2K———
Dorsey & Whitney Trust Co LLC
N/A—22,000-22,000-100%$532.8K———
Belpointe Asset Management LLC
N/A—21,511-21,511-100%$521.0K———
MML Investors Services, LLC
N/A—21,325-21,325-100%$516.5K———
Waverly Advisors, LLC
N/A—20,344-20,344-100%$492.7K———
Spartan Wealth Advisory Services LLC
N/A—20,029-20,029-100%$485.1K———
Freestone Capital Holdings, LLC
N/A—19,995-19,995-100%$484.3K———
Ancora Advisors LLCA
N/A—19,602-19,602-100%$474.8K———
Shufro Rose & Co LLC
N/A—17,730-17,730-100%$429.4K———
American Money Management, LLC
N/A—17,728-17,728-100%$429.4K———
Kingsview Wealth Management, LLC
N/A—17,674-17,674-100%$428.1K———
CVA Family Office, LLC
N/A—17,570-17,570-100%$425.5K———
Rothschild Wealth LLC
N/A—17,236-17,236-100%$417.5K———
Kastel Capital Advisors, LLC
N/A—17,000-17,000-100%$412.1K———
Summit Trail Advisors, LLC
N/A—16,350-16,350-100%$396.0K———
Lifeworks Advisors, LLC
N/A—16,325-16,325-100%$395.4K———
Mutual Advisors, LLC
N/A—15,778-15,778-100%$382.1K———
Principal Securities, Inc.
N/A—14,348-14,348-100%$347.5K———
Betterment LLC
N/A—14,214-14,214-100%$344.0K———
Summit Financial, LLC
N/A—14,069-14,069-100%$340.8K———
Harbour Investments, Inc.
N/A—13,561-13,561-100%$328.4K———
Capital Advisors Inc
N/A—12,652-12,652-100%$306.4K———
CIBC Bancorp USA Inc.
N/A—11,893-11,893-100%$288.1K———
SageView Advisory Group, LLC
N/A—11,659-11,659-100%$282.4K———
Cornerstone Financial Group, LLC
N/A—11,325-11,325-100%$274.3K———
Seeds Investor LLC
N/A—10,942-10,942-100%$265.0K———
Hanover Advisors Inc
N/A—10,940-10,940-100%$265.0K———
PSI Advisors, LLC
N/A—10,150-10,150-100%$245.8K———
FMR LLC
N/A—9,782-9,782-100%$236.9K———
Geneos Wealth Management Inc.
N/A—9,620-9,620-100%$233.0K———
Aptus Capital Advisors, LLC
N/A—9,261-9,261-100%$224.3K———
Daybright Advisory Services, Inc.
N/A—9,129-9,129-100%$220.9K———
Riverstone Advisors, LLC
N/A—8,973-8,973-100%$217.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,846-8,846-100%$214.3K———
Talisman Wealth Advisors LLC
N/A—8,836-8,836-100%$214.0K———
Calton & Associates, Inc.
N/A—8,677-8,677-100%$210.2K———
Empirical Asset Management, LLC
N/A—8,632-8,632-100%$209.1K———
Davis R M Inc
N/A—8,570-8,570-100%$207.6K———
Ballast Advisors LLC
N/A—8,570-8,570-100%$207.6K———
Scotia Capital Inc.
N/A—8,500-8,500-100%$205.9K———
AE Wealth Management LLC
N/A—8,488-8,488-100%$205.6K———
Star Financial Bank
N/A—8,483-8,483-100%$205.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—8,385-8,385-100%$203.1K———
Alesco Advisors, LLC, An ESL Co
N/A—8,350-8,350-100%$202.2K———
Bogart Wealth, LLC
N/A—8,050-8,050-100%$195.0K———
Front Row Advisors LLC
N/A—7,850-7,850-100%$189.6K———
Anchor Bay Capital, Inc.
N/A—6,626-6,626-100%$160.0K———
Black Cypress Capital Management, LLC
N/A—5,800-5,800-100%$140.5K———
National Bank of Canada
N/A—4,553-4,553-100%$110.2K———
CNB Bank
N/A—3,864-3,864-100%$93.6K———
HHM Wealth Advisors, LLC
N/A—3,750-3,750-100%$90.8K———
Truvestments Capital LLC
N/A—3,335-3,335-100%$80.8K———
Orion Capital Management LLC
N/A—3,300-3,300-100%$79.9K———
Napier Financial, LLC
N/A—2,869-2,869-100%$69.5K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$48.4K———
JDM Financial Group LLC
N/A—1,362-1,362-100%$33.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,022-1,022-100%$24.8K———
Motco
N/A—989-989-100%$24.0K———
Colonial Trust Co / SC
N/A—800-800-100%$19.4K———
Vanguard Advisers Inc
N/A—715-715-100%$17.3K———
Bank of Montreal
N/A—620-620-100%$15.0K———
Boreal Capital Management LLC
N/A—00—$65.4K———
Showing 478 of 478 institutions