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Ishares Ibonds DEC 2031 Corp (IBDW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares4,199,994 from 4,032,502
Change+167,492 (+4%)
Value$84.3M (+$214.5K)
Filed 2026-10-22
Venture Visionary Partners LLC
DECREASED
Shares2,341,903 from 3,118,072
Change-776,169 (-25%)
Value$47.0M (-$18.0M)
Filed 2026-10-07
Sarver Vrooman Wealth Advisors
INCREASED
Shares2,265,413 from 2,220,499
Change+44,914 (+2%)
Value$45.4M (-$664.5K)
Filed 2026-10-01
Klingman & Associates, LLC
INCREASED
Shares1,898,606 from 1,766,564
Change+132,042 (+7%)
Value$38.1M (+$1.3M)
Filed 2026-10-20
Sigma Investment Counselors Inc
DECREASED
Shares1,892,603 from 1,899,841
Change-7,238 (0%)
Value$38.0M (-$1.6M)
Filed 2026-10-27
Woodmont Investment Counsel LLC
INCREASED
Shares1,811,312 from 1,127,880
Change+683,432 (+61%)
Value$36.3M (+$12.8M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares1,337,650 from 802,813
Change+534,837 (+67%)
Value$26.8M (+$10.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,195,759 from 724,949
Change+470,810 (+65%)
Value$24.0M (+$8.9M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares977,139 from 892,375
Change+84,764 (+10%)
Value$19.6M (+$1.0M)
Filed 2026-11-05
MV Capital Management, Inc.
INCREASED
Shares928,807 from 919,403
Change+9,404 (+1%)
Value$18.6M (-$528.5K)
Filed 2026-10-29
Howland Capital Management LLC
INCREASED
Shares823,699 from 684,857
Change+138,842 (+20%)
Value$16.5M (+$2.3M)
Filed 2026-10-22
Arrow Financial Corp
DECREASED
Shares738,467 from 741,952
Change-3,485 (0%)
Value$14.8M (-$648.6K)
Filed 2026-10-26
Ironwood Financial, llc
INCREASED
Shares711,273 from 660,559
Change+50,714 (+8%)
Value$14.3M (+$647.4K)
Filed 2026-10-20
Cowa, LLC
INCREASED
Shares677,033 from 433,167
Change+243,866 (+56%)
Value$13.6M (+$4.6M)
Filed 2026-10-30
Probity Advisors, Inc.
INCREASED
Shares616,485 from 573,243
Change+43,242 (+8%)
Value$12.4M (+$420.3K)
Filed 2026-10-23
PFG Private Wealth Management, LLC
INCREASED
Shares615,440 from 578,995
Change+36,445 (+6%)
Value$12.3M (+$279.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares611,281 from 475,124
Change+136,157 (+29%)
Value$12.3M (+$2.4M)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares586,623 from 603,204
Change-16,581 (-3%)
Value$11.8M (-$803.1K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares540,491 from 508,581
Change+31,910 (+6%)
Value$10.8M (+$243.4K)
Filed 2026-10-30
Parkway Wealth Management Group, LLC
INCREASED
Shares495,497 from 486,711
Change+8,786 (+2%)
Value$9.9M (-$203.4K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares475,434 from 430,124
Change+45,310 (+11%)
Value$9.5M (+$573.4K)
Filed 2026-10-28
Cornerstone Planning, LLC
INCREASED
Shares462,632 from 458,296
Change+4,336 (+1%)
Value$9.5M (-$2.2K)
Filed 2026-10-27
First National Trust Co
DECREASED
Shares459,360 from 520,124
Change-60,764 (-12%)
Value$9.2M (-$1.6M)
Filed 2026-10-28
Guidance Point Advisors, LLC
INCREASED
Shares459,182 from 431,138
Change+28,044 (+7%)
Value$9.2M (+$226.3K)
Filed 2026-10-15
Windsor Capital Management, LLC
INCREASED
Shares458,782 from 433,744
Change+25,038 (+6%)
Value$9.2M (+$163.9K)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares399,960 from 369,802
Change+30,158 (+8%)
Value$8.0M (+$316.5K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares389,366 from 313,991
Change+75,375 (+24%)
Value$7.8M (+$1.3M)
Filed 2026-11-03
Peloton Wealth Strategists
INCREASED
Shares388,250 from 343,750
Change+44,500 (+13%)
Value$7.8M (+$624.0K)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
INCREASED
Shares331,574 from 316,874
Change+14,700 (+5%)
Value$6.7M (+$47.7K)
Filed 2026-10-16
Praetorian Wealth Management, Inc.
INCREASED
Shares323,354 from 306,517
Change+16,837 (+5%)
Value$6.5M (+$98.7K)
Filed 2026-10-16
Cheviot Value Management, LLC
INCREASED
Shares304,884 from 298,110
Change+6,774 (+2%)
Value$6.1M (-$96.7K)
Filed 2026-11-09
4Thought Financial Group Inc.
INCREASED
Shares302,284 from 301,622
Change+662 (+0%)
Value$6.1M (-$222.0K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares293,332 from 231,504
Change+61,828 (+27%)
Value$5.9M (+$1.1M)
Filed 2026-11-05
Droms Strauss Advisors Inc
INCREASED
Shares282,099 from 277,060
Change+5,039 (+2%)
Value$5.7M (-$115.0K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares271,077 from 203,531
Change+67,546 (+33%)
Value$5.4M (+$1.2M)
Filed 2026-10-21
Beaumont Asset Management, L.L.C.
DECREASED
Shares269,138 from 276,416
Change-7,278 (-3%)
Value$5.4M (-$361.6K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares267,801 from 267,705
Change+96 (+0%)
Value$5.4M (-$196.2K)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares254,191 from 167,044
Change+87,147 (+52%)
Value$5.1M (+$1.6M)
Filed 2026-11-03
Virginia Wealth Management Group, Inc.
INCREASED
Shares249,782 from 242,115
Change+7,667 (+3%)
Value$5.0M (-$35.1K)
Filed 2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares235,352 from 101,818
Change+133,534 (+131%)
Value$4.7M (+$2.6M)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares230,163 from 185,948
Change+44,215 (+24%)
Value$4.6M (+$741.9K)
Filed 2026-11-06
Rossmore Private Capital
INCREASED
Shares226,807 from 171,546
Change+55,261 (+32%)
Value$4.5M (+$974.7K)
Filed 2026-10-27
Adirondack Trust Co
DECREASED
Shares217,216 from 259,253
Change-42,037 (-16%)
Value$4.4M (-$1.0M)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares211,859 from 210,919
Change+940 (+0%)
Value$4.3M (-$55.9K)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED
Shares204,921 from 207,018
Change-2,097 (-1%)
Value$4.1M (-$203.5K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares200,734 from 155,130
Change+45,604 (+29%)
Value$4.0M (+$793.8K)
Filed 2026-10-28
Members Wealth LLC
INCREASED
Shares176,415 from 150,935
Change+25,480 (+17%)
Value$3.5M (+$393.4K)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares171,890 from 140,059
Change+31,831 (+23%)
Value$3.4M (+$529.3K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares156,988 from 137,046
Change+19,942 (+15%)
Value$3.1M (+$293.1K)
Filed 2026-10-16
Segment Wealth Management, LLC
INCREASED
Shares147,901 from 139,435
Change+8,466 (+6%)
Value$3.0M (+$61.1K)
Filed 2026-10-26
Roble, Belko & Company, Inc
INCREASED
Shares147,789 from 104,751
Change+43,038 (+41%)
Value$3.0M (+$782.0K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares143,210 from 132,320
Change+10,890 (+8%)
Value$2.9M (+$142.1K)
Filed 2026-10-13
LifePlan Financial, LLC
INCREASED
Shares140,559 from 107,249
Change+33,310 (+31%)
Value$2.8M (+$590.2K)
Filed 2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED
Shares138,593 from 134,439
Change+4,154 (+3%)
Value$2.8M (-$21.5K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
INCREASED
Shares133,390 from 97,590
Change+35,800 (+37%)
Value$2.7M (+$642.0K)
Filed 2026-10-27
Hamel Associates, Inc.
INCREASED
Shares133,330 from 116,752
Change+16,578 (+14%)
Value$2.7M (+$241.5K)
Filed 2026-11-06
Marathon Mission, Inc.
INCREASED
Shares129,200 from 126,006
Change+3,194 (+3%)
Value$2.6M (-$34.2K)
Filed 2026-10-01
Apollon Wealth Management, LLC
DECREASED
Shares128,481 from 201,721
Change-73,240 (-36%)
Value$2.6M (-$1.6M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares123,806 from 111,633
Change+12,173 (+11%)
Value$2.5K (-$2.3M)
Filed 2026-11-02
Wealthstar Advisors, LLC
INCREASED
Shares120,591 from 118,934
Change+1,657 (+1%)
Value$2.4M (-$59.5K)
Filed 2026-10-19
Community Financial Services Group, LLC
INCREASED
Shares119,552 from 25,258
Change+94,294 (+373%)
Value$2.4M (+$1.9M)
Filed 2026-10-15
10Elms LLP
INCREASED
Shares119,460 from 111,263
Change+8,197 (+7%)
Value$2.4M (+$77.6K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares118,893 from 125,871
Change-6,978 (-6%)
Value$2.4M (-$238.2K)
Filed 2026-10-15
Associated Banc-Corp
INCREASED
Shares117,778 from 100,092
Change+17,686 (+18%)
Value$2.4M (+$276.7K)
Filed 2026-10-30
Chesley Taft & Associates LLC
INCREASED
Shares116,400 from 97,400
Change+19,000 (+20%)
Value$2.3M (+$305.2K)
Filed 2026-10-13
Belpointe Asset Management LLC
INCREASED
Shares110,486 from 94,291
Change+16,195 (+17%)
Value$2.2M (+$251.3K)
Filed 2026-11-09
Meridian Wealth Management, LLC
INCREASED
Shares107,621 from 91,217
Change+16,404 (+18%)
Value$2.2M (+$257.9K)
Filed 2026-11-05
Archford Capital Strategies, LLC
DECREASED
Shares103,970 from 106,653
Change-2,683 (-3%)
Value$2.1M (-$137.0K)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED
Shares101,165 from 93,624
Change+7,541 (+8%)
Value$2.0M (+$78.2K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED
Shares99,785 from 79,070
Change+20,715 (+26%)
Value$2.0M (+$353.9K)
Filed 2026-10-26
Romano Brothers and Company
INCREASED
Shares95,197 from 87,540
Change+7,657 (+9%)
Value$1.9M (+$85.3K)
Filed 2026-10-22
Coldstream Capital Management Inc
INCREASED
Shares87,492 from 71,316
Change+16,176 (+23%)
Value$1.8M (+$268.9K)
Filed 2026-11-09
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares80,149 from 78,607
Change+1,542 (+2%)
Value$1.6M (-$30.4K)
Filed 2026-10-13
Camelot Portfolios, LLC
INCREASED
Shares80,131 from 65,034
Change+15,097 (+23%)
Value$1.6M (+$252.1K)
Filed 2026-11-09
Breachway Investments LLC
INCREASED
Shares78,485 from 61,265
Change+17,220 (+28%)
Value$1.6M (+$297.6K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares77,243 from 78,848
Change-1,605 (-2%)
Value$1.5M (-$93.7K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares75,132 from 71,524
Change+3,608 (+5%)
Value$1.5M (+$21.5K)
Filed 2026-10-09
Great Diamond Partners, LLC
INCREASED
Shares74,725 from 38,383
Change+36,342 (+95%)
Value$1.5M (+$699.1K)
Filed 2026-10-13
InvesTrust
INCREASED
Shares74,722 from 32,421
Change+42,301 (+130%)
Value$1.5M (+$823.3K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares73,350 from 69,836
Change+3,514 (+5%)
Value$1.5M (+$16.0K)
Filed 2026-10-28
Resonant Capital Advisors, LLC
INCREASED
Shares72,214 from 70,766
Change+1,448 (+2%)
Value$1.4M (-$26.2K)
Filed 2026-10-15
NovaPoint Capital, LLC
INCREASED
Shares71,174 from 66,724
Change+4,450 (+7%)
Value$1.4M (+$37.2K)
Filed 2026-10-22
Jefferson Bridge Capital, LLC
INCREASED
Shares70,789 from 47,210
Change+23,579 (+50%)
Value$1.4M (+$436.2K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares69,519 from 54,256
Change+15,263 (+28%)
Value$1.4M (+$263.8K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares68,341 from 68,538
Change-197 (0%)
Value$1.4K (-$1.4M)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares66,388 from 51,976
Change+14,412 (+28%)
Value$1.3M (+$248.6K)
Filed 2026-11-05
Redw Wealth LLC
DECREASED
Shares65,523 from 72,386
Change-6,863 (-9%)
Value$1.3M (-$194.1K)
Filed 2026-11-02
Montecito Bank & Trust
INCREASED
Shares64,595 from 62,795
Change+1,800 (+3%)
Value$1.3M (-$12.9K)
Filed 2026-10-01
Sowell Financial Services LLC
DECREASED
Shares64,510 from 68,497
Change-3,987 (-6%)
Value$1.3M (-$133.4K)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares63,040 from 60,290
Change+2,750 (+5%)
Value$1.3M (+$8.1K)
Filed 2026-11-05
Drive Wealth Management, LLC
DECREASED
Shares61,855 from 63,169
Change-1,314 (-2%)
Value$1.2M (-$75.6K)
Filed 2026-11-09
Yoder Wealth Management, Inc.
INCREASED
Shares61,550 from 49,815
Change+11,735 (+24%)
Value$1.2M (+$196.5K)
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares60,470 from 61,420
Change-950 (-2%)
Value$1.2M (-$67.0K)
Filed 2026-10-06
Moneco Advisors, LLC
NEW
Shares59,923
Change+59,923
Value$1.2M
Filed 2026-11-05
Absolute Capital Management, LLC
DECREASED
Shares59,195 from 60,512
Change-1,317 (-2%)
Value$1.2M (-$73.6K)
Filed 2026-10-16
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares57,608 from 44,367
Change+13,241 (+30%)
Value$1.2M (+$231.0K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares56,810 from 26,240
Change+30,570 (+117%)
Value$1.1M (+$592.8K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares55,946 from 56,904
Change-958 (-2%)
Value$1.1M (-$63.6K)
Filed 2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares55,727 from 57,443
Change-1,716 (-3%)
Value$1.1M (-$79.2K)
Filed 2026-10-16
Beacon Financial Group
DECREASED
Shares54,485 from 71,158
Change-16,673 (-23%)
Value$1.1M (-$390.0K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
NEW
Shares54,296
Change+54,296
Value$1.1M
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED
Shares52,584 from 54,512
Change-1,928 (-4%)
Value$1.1M (-$81.2K)
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED
Shares50,799 from 53,698
Change-2,899 (-5%)
Value$1.0M (-$100.0K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares44,244 from 37,144
Change+7,100 (+19%)
Value$887.5K (+$113.5K)
Filed 2026-11-05
Little House Capital LLC
DECREASED
Shares44,056 from 44,660
Change-604 (-1%)
Value$883.8K (-$47.0K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares43,707
Change+43,707
Value$876.8K
Filed 2026-10-26
Commonwealth Financial Services, LLC
DECREASED
Shares43,325 from 118,177
Change-74,852 (-63%)
Value$869.1K (-$1.6M)
Filed 2026-10-20
Leavell Investment Management, Inc.
INCREASED
Shares41,002 from 36,852
Change+4,150 (+11%)
Value$822.5K (+$54.5K)
Filed 2026-11-09
Sonata Capital Group Inc
INCREASED
Shares40,905 from 40,662
Change+243 (+1%)
Value$820.5K (-$26.8K)
Filed 2026-10-19
Gradient Capital Advisors, LLC
UNCHANGED
Shares40,801 from 40,801
Change0 (0%)
Value$818.5K (-$31.8K)
Filed 2026-10-21
Weaver Consulting Group
NEW
Shares39,138
Change+39,138
Value$785.1K
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares37,331 from 45,744
Change-8,413 (-18%)
Value$748.9K (-$204.4K)
Filed 2026-11-05
Aspen Wealth Management LLC
INCREASED
Shares37,042 from 32,055
Change+4,987 (+16%)
Value$743.1K (+$75.0K)
Filed 2026-10-14
OFS Enterprise LLC
NEW
Shares36,373
Change+36,373
Value$729.6K
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares36,147 from 27,758
Change+8,389 (+30%)
Value$725.1K (+$146.6K)
Filed 2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares34,437 from 34,097
Change+340 (+1%)
Value$690.8K (-$19.8K)
Filed 2026-10-13
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares33,298 from 31,083
Change+2,215 (+7%)
Value$668.0K (+$20.2K)
Filed 2026-10-08
Redwood Financial Network Corp
INCREASED
Shares32,367 from 31,215
Change+1,152 (+4%)
Value$649.3K (-$1.2K)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
UNCHANGED
Shares30,911 from 30,911
Change0 (0%)
Value$620.1K (-$24.1K)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
UNCHANGED
Shares30,078 from 30,078
Change0 (0%)
Value$603.4K (-$23.5K)
Filed 2026-10-29
Foundation Wealth Management, LLC
INCREASED
Shares28,045 from 20,479
Change+7,566 (+37%)
Value$562.6K (+$135.8K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares27,974 from 27,035
Change+939 (+3%)
Value$561.2K (-$2.2K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares27,541 from 66,270
Change-38,729 (-58%)
Value$552.5K (-$828.6K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares27,518 from 18,880
Change+8,638 (+46%)
Value$552.0K (+$158.6K)
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED
Shares27,485 from 19,385
Change+8,100 (+42%)
Value$551.3K (+$147.4K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares26,159 from 26,159
Change0 (0%)
Value$524.8K (-$20.4K)
Filed 2026-10-13
Freestone Capital Holdings, LLC
DECREASED
Shares25,400 from 29,714
Change-4,314 (-15%)
Value$509.5K (-$109.7K)
Filed 2026-11-09
SAX Wealth Advisors, LLC
UNCHANGED
Shares24,510 from 24,510
Change0 (0%)
Value$491.7K (-$21.3K)
Filed 2026-10-13
Twin Cities Retirement Group LLC
INCREASED
Shares24,002 from 23,718
Change+284 (+1%)
Value$481.5K (-$12.8K)
Filed 2026-10-16
4J Wealth Management LLC
INCREASED
Shares23,104 from 23,010
Change+94 (+0%)
Value$463.5K (-$16.1K)
Filed 2026-11-02
Ellis Investment Partners, LLC
INCREASED
Shares22,642 from 22,575
Change+67 (+0%)
Value$454.2K (-$16.3K)
Filed 2026-10-21
Greater Midwest Financial Group, LLC
INCREASED
Shares21,172 from 20,615
Change+557 (+3%)
Value$424.7K (-$4.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares20,517 from 26,952
Change-6,435 (-24%)
Value$411.6K (-$150.1K)
Filed 2026-10-08
Clearstead Trust, LLC
UNCHANGED
Shares20,420 from 20,420
Change0 (0%)
Value$409.6K (-$15.9K)
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
NEW
Shares20,353
Change+20,353
Value$408.3K
Filed 2026-10-13
Princeton Global Asset Management LLC
DECREASED
Shares20,318 from 20,412
Change-94 (0%)
Value$407.6K (-$17.8K)
Filed 2026-10-21
Lee Financial Co
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$401.2K (-$15.6K)
Filed 2026-10-16
Addison Advisors LLC
INCREASED
Shares19,945 from 13,360
Change+6,585 (+49%)
Value$400.1K (+$121.7K)
Filed 2026-11-06
ProVise Management Group, LLC
INCREASED
Shares18,810 from 17,617
Change+1,193 (+7%)
Value$377.3K (+$10.2K)
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares18,640 from 15,971
Change+2,669 (+17%)
Value$373.9K (+$41.1K)
Filed 2026-10-13
First Interstate Bank
INCREASED
Shares18,519 from 17,684
Change+835 (+5%)
Value$371.5K (+$3.0K)
Filed 2026-10-23
Legacy Wealth Management, LLC / MS
NEW
Shares18,350
Change+18,350
Value$368.1K
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares17,595 from 17,387
Change+208 (+1%)
Value$353.0K (-$9.4K)
Filed 2026-10-26
Hyposwiss Advisors SA
INCREASED
Shares16,935 from 15,935
Change+1,000 (+6%)
Value$339.7K (+$7.6K)
Filed 2026-10-26
RVW Wealth, LLC
UNCHANGED
Shares16,560 from 16,560
Change0 (0%)
Value$332.2K (-$12.9K)
Filed 2026-10-06
Provenance Wealth Advisors, LLC
INCREASED
Shares16,532 from 2,433
Change+14,099 (+579%)
Value$331.6K (+$280.9K)
Filed 2026-10-30
Madrid Wealth Management, LLC
UNCHANGED
Shares16,368 from 16,368
Change0 (0%)
Value$328.3K (-$12.8K)
Filed 2026-10-23
Focused Alpha, LLC
INCREASED
Shares16,199 from 13,823
Change+2,376 (+17%)
Value$325.0K (+$36.9K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
INCREASED
Shares15,519 from 12,693
Change+2,826 (+22%)
Value$311.3K (+$46.8K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares15,497 from 15,546
Change-49 (0%)
Value$310.9K (-$13.1K)
Filed 2026-11-04
Farnam Financial LLC
INCREASED
Shares14,750 from 11,665
Change+3,085 (+26%)
Value$297.7K (+$54.6K)
Filed 2026-10-21
Moors & Cabot, Inc.
INCREASED
Shares14,525 from 10,246
Change+4,279 (+42%)
Value$291.4K (+$77.8K)
Filed 2026-11-06
Berkshire Money Management, Inc.
UNCHANGED
Shares14,224 from 14,224
Change0 (0%)
Value$285.3K (-$11.1K)
Filed 2026-10-21
Arcadia Investment Advisors LLC
NEW
Shares13,580
Change+13,580
Value$272.4K
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
NEW
Shares13,550
Change+13,550
Value$271.8K
Filed 2026-11-03
Barrett & Company, Inc.
INCREASED
Shares13,235 from 7,690
Change+5,545 (+72%)
Value$262.2K (+$102.0K)
Filed 2026-10-22
TFR Capital, Llc.
DECREASED
Shares13,141 from 13,172
Change-31 (0%)
Value$263.6K (-$10.9K)
Filed 2026-11-09
Beacon Financial Planning, Inc
INCREASED
Shares13,129 from 13,051
Change+78 (+1%)
Value$263.4K (-$8.6K)
Filed 2026-11-04
Prosperity Planning, Inc.
DECREASED
Shares13,036 from 13,850
Change-814 (-6%)
Value$261.5K (-$27.1K)
Filed 2026-10-09
Kesler, Norman & Wride, LLC
INCREASED
Shares12,438 from 12,381
Change+57 (+0%)
Value$249.5K (-$8.5K)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares12,206 from 12,206
Change0 (0%)
Value$244.9K (-$9.5K)
Filed 2026-10-14
Lincoln Capital Corp
INCREASED
Shares11,990 from 11,829
Change+161 (+1%)
Value$240.5K (-$6.0K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
INCREASED
Shares11,926 from 11,913
Change+13 (+0%)
Value$239.2K (-$9.0K)
Filed 2026-10-14
Journey Advisory Group, LLC
UNCHANGED
Shares11,800 from 11,800
Change0 (0%)
Value$236.7K (-$9.2K)
Filed 2026-11-04
Welch & Forbes LLC
NEW
Shares11,767
Change+11,767
Value$236.0K
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares11,682 from 9,625
Change+2,057 (+21%)
Value$234.3K (+$33.8K)
Filed 2026-10-28
Nwam LLC
INCREASED
Shares11,436 from 11,309
Change+127 (+1%)
Value$229.4K (-$6.3K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares11,429 from 11,457
Change-28 (0%)
Value$229.3K (-$9.5K)
Filed 2026-10-29
Ballast Rock Private Wealth LLC
NEW
Shares10,903
Change+10,903
Value$218.7K
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares10,833 from 10,830
Change+3 (+0%)
Value$218.4K (-$4.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares10,833 from 10,830
Change+3 (+0%)
Value$218.4K (-$4.9K)
Filed 2026-10-20
First Premier Bank
NEW
Shares9,709
Change+9,709
Value$195
Filed 2026-10-13
Trust Co
UNCHANGED
Shares8,211 from 8,211
Change0 (0%)
Value$164.7K (-$6.4K)
Filed 2026-10-09
Acropolis Investment Management, LLC
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$138.2K (-$5.4K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares6,424 from 6,424
Change0 (0%)
Value$133.9K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
INCREASED
Shares5,742 from 5,675
Change+67 (+1%)
Value$115.2K (-$3.1K)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
INCREASED
Shares5,562 from 5,552
Change+10 (+0%)
Value$111.6K (-$4.1K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares5,131 from 2,400
Change+2,731 (+114%)
Value$102.9K (+$52.9K)
Filed 2026-10-23
Pittenger & Anderson Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$100.3K (-$3.9K)
Filed 2026-11-02
Pioneer Family Office, LLC
UNCHANGED
Shares4,741 from 4,741
Change0 (0%)
Value$95.1K (-$3.7K)
Filed 2026-10-30
High Note Wealth, LLC
NEW
Shares4,081
Change+4,081
Value$81.9K
Filed 2026-10-27
CNB Bank
UNCHANGED
Shares3,930 from 3,930
Change0 (0%)
Value$78.8K (-$3.1K)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$75.2K (-$2.9K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares3,091 from 1,881
Change+1,210 (+64%)
Value$62.0K (+$22.8K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares3,000
Change+3,000
Value$60.2K
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares2,765
Change+2,765
Value$55.5K
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$48.8K (-$1.9K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares2,046 from 2,027
Change+19 (+1%)
Value$41.0K (-$1.2K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$39.1K (-$1.5K)
Filed 2026-10-05
United Community Bank
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$36.8K (-$1.4K)
Filed 2026-10-28
J. R. Prunier Capital Management LLC
DECREASED
Shares1,670 from 1,766
Change-96 (-5%)
Value$33.5K (-$3.3K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$27.6K (-$1.1K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares1,290 from 1,638
Change-348 (-21%)
Value$25.9K (-$8.3K)
Filed 2026-10-20
Phillips Financial Management, LLC
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$25.6K (-$994)
Filed 2026-10-19
Blue Trust, Inc.
NEW
Shares1,154
Change+1,154
Value$23.1K
Filed 2026-10-15
Bank of Montreal
INCREASED
Shares734 from 725
Change+9 (+1%)
Value$14.7K (-$392)
Filed 2026-11-09
Key FInancial Inc
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$13.6K (-$530)
Filed 2026-11-02
Y.D. More Investments Ltd
NEW
Shares370
Change+370
Value$7.4K
Filed 2026-11-02
NBH Bank
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$5.5K (-$212)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares77
Change+77
Value$1.5K
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares55 from 54
Change+1 (+2%)
Value$1.1K (-$29)
Filed 2026-11-02
Key Capital Management, Inc
NEW
Shares52
Change+52
Value$1.0K
Filed 2026-11-03
MB, Levis & Associates, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$361 (-$14)
Filed 2026-10-16
Gryphon Financial Partners LLC
CLOSED
Shares0 from 21,514
Change-21,514 (-100%)
Value$0 (-$448.4K)
Filed 2026-11-04
Brookstone Capital Management
CLOSED
Shares0 from 16,955
Change-16,955 (-100%)
Value$0 (-$353.3K)
Filed 2026-10-22
Gilbert Capital Group, Inc.
CLOSED
Shares0 from 16,144
Change-16,144 (-100%)
Value$0 (-$336.4K)
Filed 2026-10-28
CGN Advisors LLC
CLOSED
Shares0 from 15,472
Change-15,472 (-100%)
Value$0 (-$322.4K)
Filed 2026-10-21
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 13,894
Change-13,894 (-100%)
Value$0 (-$289.6K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 12,509
Change-12,509 (-100%)
Value$0 (-$260.7K)
Filed 2026-10-08
Advisor OS, LLC
CLOSED
Shares0 from 9,960
Change-9,960 (-100%)
Value$0 (-$207.6K)
Filed 2026-11-03
Plancorp, LLC
CLOSED
Shares0 from 9,708
Change-9,708 (-100%)
Value$0 (-$200.2K)
Filed 2026-11-03
Fairway Wealth LLC
CLOSED
Shares0 from 1,745
Change-1,745 (-100%)
Value$0 (-$36.4K)
Filed 2026-10-30
Aptus Capital Advisors, LLC
N/A
Shares— from 7,526,023
Change-7,526,023 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,468,188
Change-5,468,188 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,872,246
Change-4,872,246 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,493,863
Change-3,493,863 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,366,208
Change-3,366,208 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,053,931
Change-3,053,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,330,862
Change-2,330,862 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,056,315
Change-2,056,315 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,974,964
Change-1,974,964 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,890,508
Change-1,890,508 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,859,275
Change-1,859,275 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,659,714
Change-1,659,714 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,536,466
Change-1,536,466 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,399,981
Change-1,399,981 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,323,935
Change-1,323,935 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,210,400
Change-1,210,400 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 868,068
Change-868,068 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 814,335
Change-814,335 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 643,295
Change-643,295 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 641,798
Change-641,798 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 583,372
Change-583,372 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 578,338
Change-578,338 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 532,424
Change-532,424 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 463,988
Change-463,988 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 431,279
Change-431,279 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 405,071
Change-405,071 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 391,643
Change-391,643 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 386,984
Change-386,984 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 355,795
Change-355,795 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 295,165
Change-295,165 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 268,177
Change-268,177 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 235,560
Change-235,560 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 222,319
Change-222,319 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 193,491
Change-193,491 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 192,734
Change-192,734 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 186,267
Change-186,267 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 185,102
Change-185,102 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 164,663
Change-164,663 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 163,040
Change-163,040 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 129,141
Change-129,141 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 125,217
Change-125,217 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 124,636
Change-124,636 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 122,246
Change-122,246 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 117,475
Change-117,475 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 115,815
Change-115,815 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 108,227
Change-108,227 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 101,934
Change-101,934 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 91,206
Change-91,206 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 89,580
Change-89,580 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 84,395
Change-84,395 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 80,939
Change-80,939 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 78,034
Change-78,034 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 69,473
Change-69,473 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 68,550
Change-68,550 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 67,289
Change-67,289 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 62,378
Change-62,378 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 46,743
Change-46,743 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 45,709
Change-45,709 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,343
Change-42,343 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 41,419
Change-41,419 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 36,336
Change-36,336 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 33,186
Change-33,186 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,706
Change-32,706 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 31,273
Change-31,273 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 30,363
Change-30,363 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 29,480
Change-29,480 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 26,517
Change-26,517 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,121
Change-23,121 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,753
Change-22,753 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 22,222
Change-22,222 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 21,001
Change-21,001 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 20,860
Change-20,860 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 20,037
Change-20,037 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,991
Change-18,991 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,698
Change-18,698 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 16,438
Change-16,438 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 15,719
Change-15,719 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,328
Change-15,328 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 14,122
Change-14,122 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,477
Change-13,477 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 11,544
Change-11,544 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,366
Change-10,366 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9,346
Change-9,346 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Capital Investment Advisors, LLC
INCREASED4,199,9944,032,502+167,492+4%$84.0M$84.3M+$214.5K2026-10-22
Venture Visionary Partners LLC
DECREASED2,341,9033,118,072-776,169-25%$65.0M$47.0M-$18.0M2026-10-07
Sarver Vrooman Wealth Advisors
INCREASED2,265,4132,220,499+44,914+2%$46.1M$45.4M-$664.5K2026-10-01
Klingman & Associates, LLC
INCREASED1,898,6061,766,564+132,042+7%$36.8M$38.1M+$1.3M2026-10-20
Sigma Investment Counselors Inc
DECREASED1,892,6031,899,841-7,2380%$39.6M$38.0M-$1.6M2026-10-27
Woodmont Investment Counsel LLC
INCREASED1,811,3121,127,880+683,432+61%$23.5M$36.3M+$12.8M2026-10-29
Commonwealth Equity Services, LLC
INCREASED1,337,650802,813+534,837+67%$16.7M$26.8M+$10.1M2026-11-02
LPL Financial LLC
INCREASED1,195,759724,949+470,810+65%$15.1M$24.0M+$8.9M2026-11-06
US Bancorp \de\
INCREASED977,139892,375+84,764+10%$18.6M$19.6M+$1.0M2026-11-05
MV Capital Management, Inc.
INCREASED928,807919,403+9,404+1%$19.2M$18.6M-$528.5K2026-10-29
Howland Capital Management LLC
INCREASED823,699684,857+138,842+20%$14.3M$16.5M+$2.3M2026-10-22
Arrow Financial Corp
DECREASED738,467741,952-3,4850%$15.5M$14.8M-$648.6K2026-10-26
Ironwood Financial, llc
INCREASED711,273660,559+50,714+8%$13.6M$14.3M+$647.4K2026-10-20
Cowa, LLC
INCREASED677,033433,167+243,866+56%$9.0M$13.6M+$4.6M2026-10-30
Probity Advisors, Inc.
INCREASED616,485573,243+43,242+8%$11.9M$12.4M+$420.3K2026-10-23
PFG Private Wealth Management, LLC
INCREASED615,440578,995+36,445+6%$12.1M$12.3M+$279.5K2026-10-15
Kestra Advisory Services, LLC
INCREASED611,281475,124+136,157+29%$9.9M$12.3M+$2.4M2026-11-02
Lido Advisors, LLC
DECREASED586,623603,204-16,581-3%$12.6M$11.8M-$803.1K2026-11-04
Truist Financial Corp
INCREASED540,491508,581+31,910+6%$10.6M$10.8M+$243.4K2026-10-30
Parkway Wealth Management Group, LLC
INCREASED495,497486,711+8,786+2%$10.1M$9.9M-$203.4K2026-10-20
Glenview Trust Co
INCREASED475,434430,124+45,310+11%$9.0M$9.5M+$573.4K2026-10-28
Cornerstone Planning, LLC
INCREASED462,632458,296+4,336+1%$9.6M$9.5M-$2.2K2026-10-27
First National Trust Co
DECREASED459,360520,124-60,764-12%$10.8M$9.2M-$1.6M2026-10-28
Guidance Point Advisors, LLC
INCREASED459,182431,138+28,044+7%$9.0M$9.2M+$226.3K2026-10-15
Windsor Capital Management, LLC
INCREASED458,782433,744+25,038+6%$9.0M$9.2M+$163.9K2026-10-13
Lyell Wealth Management, LP
INCREASED399,960369,802+30,158+8%$7.7M$8.0M+$316.5K2026-10-30
Parallel Advisors, LLC
INCREASED389,366313,991+75,375+24%$6.5M$7.8M+$1.3M2026-11-03
Peloton Wealth Strategists
INCREASED388,250343,750+44,500+13%$7.2M$7.8M+$624.0K2026-11-09
Concurrent Investment Advisors, LLC
INCREASED331,574316,874+14,700+5%$6.6M$6.7M+$47.7K2026-10-16
Praetorian Wealth Management, Inc.
INCREASED323,354306,517+16,837+5%$6.4M$6.5M+$98.7K2026-10-16
Cheviot Value Management, LLC
INCREASED304,884298,110+6,774+2%$6.2M$6.1M-$96.7K2026-11-09
4Thought Financial Group Inc.
INCREASED302,284301,622+662+0%$6.3M$6.1M-$222.0K2026-11-02
Central Trust Co
INCREASED293,332231,504+61,828+27%$4.8M$5.9M+$1.1M2026-11-05
Droms Strauss Advisors Inc
INCREASED282,099277,060+5,039+2%$5.8M$5.7M-$115.0K2026-11-03
Precedent Wealth Partners, LLC
INCREASED271,077203,531+67,546+33%$4.2M$5.4M+$1.2M2026-10-21
Beaumont Asset Management, L.L.C.
DECREASED269,138276,416-7,278-3%$5.8M$5.4M-$361.6K2026-10-16
Krilogy Financial LLC
INCREASED267,801267,705+96+0%$5.6M$5.4M-$196.2K2026-10-13
Quantum Financial Advisors, LLC
INCREASED254,191167,044+87,147+52%$3.5M$5.1M+$1.6M2026-11-03
Virginia Wealth Management Group, Inc.
INCREASED249,782242,115+7,667+3%$5.0M$5.0M-$35.1K2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED235,352101,818+133,534+131%$2.1M$4.7M+$2.6M2026-10-14
Clearstead Advisors, LLC
INCREASED230,163185,948+44,215+24%$3.9M$4.6M+$741.9K2026-11-06
Rossmore Private Capital
INCREASED226,807171,546+55,261+32%$3.6M$4.5M+$974.7K2026-10-27
Adirondack Trust Co
DECREASED217,216259,253-42,037-16%$5.4M$4.4M-$1.0M2026-10-14
Chicago Partners Investment Group LLC
INCREASED211,859210,919+940+0%$4.3M$4.3M-$55.9K2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED204,921207,018-2,097-1%$4.3M$4.1M-$203.5K2026-10-13
MCF Advisors LLC
INCREASED200,734155,130+45,604+29%$3.2M$4.0M+$793.8K2026-10-28
Members Wealth LLC
INCREASED176,415150,935+25,480+17%$3.1M$3.5M+$393.4K2026-10-20
Valmark Advisers, Inc.
INCREASED171,890140,059+31,831+23%$2.9M$3.4M+$529.3K2026-11-06
IFP Advisors, Inc
INCREASED156,988137,046+19,942+15%$2.9M$3.1M+$293.1K2026-10-16
Segment Wealth Management, LLC
INCREASED147,901139,435+8,466+6%$2.9M$3.0M+$61.1K2026-10-26
Roble, Belko & Company, Inc
INCREASED147,789104,751+43,038+41%$2.2M$3.0M+$782.0K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED143,210132,320+10,890+8%$2.7M$2.9M+$142.1K2026-10-13
LifePlan Financial, LLC
INCREASED140,559107,249+33,310+31%$2.2M$2.8M+$590.2K2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED138,593134,439+4,154+3%$2.8M$2.8M-$21.5K2026-11-03
Laurel Wealth Advisors LLC
INCREASED133,39097,590+35,800+37%$2.0M$2.7M+$642.0K2026-10-27
Hamel Associates, Inc.
INCREASED133,330116,752+16,578+14%$2.4M$2.7M+$241.5K2026-11-06
Marathon Mission, Inc.
INCREASED129,200126,006+3,194+3%$2.6M$2.6M-$34.2K2026-10-01
Apollon Wealth Management, LLC
DECREASED128,481201,721-73,240-36%$4.2M$2.6M-$1.6M2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED123,806111,633+12,173+11%$2.3M$2.5K-$2.3M2026-11-02
Wealthstar Advisors, LLC
INCREASED120,591118,934+1,657+1%$2.5M$2.4M-$59.5K2026-10-19
Community Financial Services Group, LLC
INCREASED119,55225,258+94,294+373%$523.9K$2.4M+$1.9M2026-10-15
10Elms LLP
INCREASED119,460111,263+8,197+7%$2.3M$2.4M+$77.6K2026-11-06
Atria Investments, Inc
DECREASED118,893125,871-6,978-6%$2.6M$2.4M-$238.2K2026-10-15
Associated Banc-Corp
INCREASED117,778100,092+17,686+18%$2.1M$2.4M+$276.7K2026-10-30
Chesley Taft & Associates LLC
INCREASED116,40097,400+19,000+20%$2.0M$2.3M+$305.2K2026-10-13
Belpointe Asset Management LLC
INCREASED110,48694,291+16,195+17%$2.0M$2.2M+$251.3K2026-11-09
Meridian Wealth Management, LLC
INCREASED107,62191,217+16,404+18%$1.9M$2.2M+$257.9K2026-11-05
Archford Capital Strategies, LLC
DECREASED103,970106,653-2,683-3%$2.2M$2.1M-$137.0K2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED101,16593,624+7,541+8%$2.0M$2.0M+$78.2K2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED99,78579,070+20,715+26%$1.6M$2.0M+$353.9K2026-10-26
Romano Brothers and Company
INCREASED95,19787,540+7,657+9%$1.8M$1.9M+$85.3K2026-10-22
Coldstream Capital Management Inc
INCREASED87,49271,316+16,176+23%$1.5M$1.8M+$268.9K2026-11-09
McGlone Suttner Wealth Management, Inc.
INCREASED80,14978,607+1,542+2%$1.6M$1.6M-$30.4K2026-10-13
Camelot Portfolios, LLC
INCREASED80,13165,034+15,097+23%$1.4M$1.6M+$252.1K2026-11-09
Breachway Investments LLC
INCREASED78,48561,265+17,220+28%$1.3M$1.6M+$297.6K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED77,24378,848-1,605-2%$1.6M$1.5M-$93.7K2026-11-05
Bullock Wealth Management Group
INCREASED75,13271,524+3,608+5%$1.5M$1.5M+$21.5K2026-10-09
Great Diamond Partners, LLC
INCREASED74,72538,383+36,342+95%$799.9K$1.5M+$699.1K2026-10-13
InvesTrust
INCREASED74,72232,421+42,301+130%$675.7K$1.5M+$823.3K2026-10-14
Strid Group, LLC
INCREASED73,35069,836+3,514+5%$1.5M$1.5M+$16.0K2026-10-28
Resonant Capital Advisors, LLC
INCREASED72,21470,766+1,448+2%$1.5M$1.4M-$26.2K2026-10-15
NovaPoint Capital, LLC
INCREASED71,17466,724+4,450+7%$1.4M$1.4M+$37.2K2026-10-22
Jefferson Bridge Capital, LLC
INCREASED70,78947,210+23,579+50%$983.9K$1.4M+$436.2K2026-11-06
Merit Financial Group, LLC
INCREASED69,51954,256+15,263+28%$1.1M$1.4M+$263.8K2026-11-06
Park Avenue Securities LLC
DECREASED68,34168,538-1970%$1.4M$1.4K-$1.4M2026-10-26
Jacobi Capital Management LLC
INCREASED66,38851,976+14,412+28%$1.1M$1.3M+$248.6K2026-11-05
Redw Wealth LLC
DECREASED65,52372,386-6,863-9%$1.5M$1.3M-$194.1K2026-11-02
Montecito Bank & Trust
INCREASED64,59562,795+1,800+3%$1.3M$1.3M-$12.9K2026-10-01
Sowell Financial Services LLC
DECREASED64,51068,497-3,987-6%$1.4M$1.3M-$133.4K2026-10-23
Naples Global Advisors, LLC
INCREASED63,04060,290+2,750+5%$1.3M$1.3M+$8.1K2026-11-05
Drive Wealth Management, LLC
DECREASED61,85563,169-1,314-2%$1.3M$1.2M-$75.6K2026-11-09
Yoder Wealth Management, Inc.
INCREASED61,55049,815+11,735+24%$1.0M$1.2M+$196.5K2026-10-13
Bank of New Hampshire
DECREASED60,47061,420-950-2%$1.3M$1.2M-$67.0K2026-10-06
Moneco Advisors, LLC
NEW59,923—+59,923——$1.2M—2026-11-05
Absolute Capital Management, LLC
DECREASED59,19560,512-1,317-2%$1.3M$1.2M-$73.6K2026-10-16
Cornell Pochily Investment Advisors, Inc.
INCREASED57,60844,367+13,241+30%$924.6K$1.2M+$231.0K2026-10-19
Harbor Investment Advisory, LLC
INCREASED56,81026,240+30,570+117%$546.8K$1.1M+$592.8K2026-10-13
Oppenheimer & Co Inc
DECREASED55,94656,904-958-2%$1.2M$1.1M-$63.6K2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED55,72757,443-1,716-3%$1.2M$1.1M-$79.2K2026-10-16
Beacon Financial Group
DECREASED54,48571,158-16,673-23%$1.5M$1.1M-$390.0K2026-10-19
Beaumont Financial Advisors, LLC
NEW54,296—+54,296——$1.1M—2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED52,58454,512-1,928-4%$1.1M$1.1M-$81.2K2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED50,79953,698-2,899-5%$1.1M$1.0M-$100.0K2026-10-21
Bank of New York Mellon Corp
INCREASED44,24437,144+7,100+19%$774.1K$887.5K+$113.5K2026-11-05
Little House Capital LLC
DECREASED44,05644,660-604-1%$930.7K$883.8K-$47.0K2026-11-06
Leo Wealth, LLC
NEW43,707—+43,707——$876.8K—2026-10-26
Commonwealth Financial Services, LLC
DECREASED43,325118,177-74,852-63%$2.5M$869.1K-$1.6M2026-10-20
Leavell Investment Management, Inc.
INCREASED41,00236,852+4,150+11%$768.0K$822.5K+$54.5K2026-11-09
Sonata Capital Group Inc
INCREASED40,90540,662+243+1%$847.4K$820.5K-$26.8K2026-10-19
Gradient Capital Advisors, LLC
UNCHANGED40,80140,80100%$850.3K$818.5K-$31.8K2026-10-21
Weaver Consulting Group
NEW39,138—+39,138——$785.1K—2026-10-07
Fifth Third Bancorp
DECREASED37,33145,744-8,413-18%$953.3K$748.9K-$204.4K2026-11-05
Aspen Wealth Management LLC
INCREASED37,04232,055+4,987+16%$668.0K$743.1K+$75.0K2026-10-14
OFS Enterprise LLC
NEW36,373—+36,373——$729.6K—2026-10-16
XML Financial, LLC
INCREASED36,14727,758+8,389+30%$578.5K$725.1K+$146.6K2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
INCREASED34,43734,097+340+1%$710.6K$690.8K-$19.8K2026-10-13
Conrad Siegel Investment Advisors, Inc.
INCREASED33,29831,083+2,215+7%$647.8K$668.0K+$20.2K2026-10-08
Redwood Financial Network Corp
INCREASED32,36731,215+1,152+4%$650.5K$649.3K-$1.2K2026-11-03
Fort Washington Investment Advisors Inc
UNCHANGED30,91130,91100%$644.2K$620.1K-$24.1K2026-10-15
DecisionMap Wealth Management, LLC
UNCHANGED30,07830,07800%$626.8K$603.4K-$23.5K2026-10-29
Foundation Wealth Management, LLC
INCREASED28,04520,479+7,566+37%$426.8K$562.6K+$135.8K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED27,97427,035+939+3%$563.4K$561.2K-$2.2K2026-11-06
Creative Planning
DECREASED27,54166,270-38,729-58%$1.4M$552.5K-$828.6K2026-11-02
PNC Financial Services Group, Inc.
INCREASED27,51818,880+8,638+46%$393.5K$552.0K+$158.6K2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED27,48519,385+8,100+42%$404.0K$551.3K+$147.4K2026-10-27
Forvis Mazars Wealth Advisors, LLC
UNCHANGED26,15926,15900%$545.2K$524.8K-$20.4K2026-10-13
Freestone Capital Holdings, LLC
DECREASED25,40029,714-4,314-15%$619.2K$509.5K-$109.7K2026-11-09
SAX Wealth Advisors, LLC
UNCHANGED24,51024,51000%$513.0K$491.7K-$21.3K2026-10-13
Twin Cities Retirement Group LLC
INCREASED24,00223,718+284+1%$494.3K$481.5K-$12.8K2026-10-16
4J Wealth Management LLC
INCREASED23,10423,010+94+0%$479.5K$463.5K-$16.1K2026-11-02
Ellis Investment Partners, LLC
INCREASED22,64222,575+67+0%$470.5K$454.2K-$16.3K2026-10-21
Greater Midwest Financial Group, LLC
INCREASED21,17220,615+557+3%$429.6K$424.7K-$4.9K2026-10-13
Farther Finance Advisors, LLC
DECREASED20,51726,952-6,435-24%$561.7K$411.6K-$150.1K2026-10-08
Clearstead Trust, LLC
UNCHANGED20,42020,42000%$425.6K$409.6K-$15.9K2026-11-06
Syntegra Private Wealth Group, LLC
NEW20,353—+20,353——$408.3K—2026-10-13
Princeton Global Asset Management LLC
DECREASED20,31820,412-940%$425.4K$407.6K-$17.8K2026-10-21
Lee Financial Co
UNCHANGED20,00020,00000%$416.8K$401.2K-$15.6K2026-10-16
Addison Advisors LLC
INCREASED19,94513,360+6,585+49%$278.4K$400.1K+$121.7K2026-11-06
ProVise Management Group, LLC
INCREASED18,81017,617+1,193+7%$367.1K$377.3K+$10.2K2026-11-06
1900 Wealth Management LLC
INCREASED18,64015,971+2,669+17%$332.8K$373.9K+$41.1K2026-10-13
First Interstate Bank
INCREASED18,51917,684+835+5%$368.5K$371.5K+$3.0K2026-10-23
Legacy Wealth Management, LLC / MS
NEW18,350—+18,350——$368.1K—2026-10-30
Simon Quick Advisors, LLC
INCREASED17,59517,387+208+1%$362.3K$353.0K-$9.4K2026-10-26
Hyposwiss Advisors SA
INCREASED16,93515,935+1,000+6%$332.1K$339.7K+$7.6K2026-10-26
RVW Wealth, LLC
UNCHANGED16,56016,56000%$345.1K$332.2K-$12.9K2026-10-06
Provenance Wealth Advisors, LLC
INCREASED16,5322,433+14,099+579%$50.7K$331.6K+$280.9K2026-10-30
Madrid Wealth Management, LLC
UNCHANGED16,36816,36800%$341.1K$328.3K-$12.8K2026-10-23
Focused Alpha, LLC
INCREASED16,19913,823+2,376+17%$288.1K$325.0K+$36.9K2026-10-20
Gratus Wealth Advisors, LLC
INCREASED15,51912,693+2,826+22%$264.5K$311.3K+$46.8K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED15,49715,546-490%$324.0K$310.9K-$13.1K2026-11-04
Farnam Financial LLC
INCREASED14,75011,665+3,085+26%$243.1K$297.7K+$54.6K2026-10-21
Moors & Cabot, Inc.
INCREASED14,52510,246+4,279+42%$213.5K$291.4K+$77.8K2026-11-06
Berkshire Money Management, Inc.
UNCHANGED14,22414,22400%$296.4K$285.3K-$11.1K2026-10-21
Arcadia Investment Advisors LLC
NEW13,580—+13,580——$272.4K—2026-10-13
LFA - Lugano Financial Advisors SA
NEW13,550—+13,550——$271.8K—2026-11-03
Barrett & Company, Inc.
INCREASED13,2357,690+5,545+72%$160.3K$262.2K+$102.0K2026-10-22
TFR Capital, Llc.
DECREASED13,14113,172-310%$274.5K$263.6K-$10.9K2026-11-09
Beacon Financial Planning, Inc
INCREASED13,12913,051+78+1%$272.0K$263.4K-$8.6K2026-11-04
Prosperity Planning, Inc.
DECREASED13,03613,850-814-6%$288.6K$261.5K-$27.1K2026-10-09
Kesler, Norman & Wride, LLC
INCREASED12,43812,381+57+0%$258.0K$249.5K-$8.5K2026-11-06
MinichMacGregor Wealth Management, LLC
UNCHANGED12,20612,20600%$254.4K$244.9K-$9.5K2026-10-14
Lincoln Capital Corp
INCREASED11,99011,829+161+1%$246.5K$240.5K-$6.0K2026-10-13
Johnson Bixby & Associates, LLC
INCREASED11,92611,913+13+0%$248.3K$239.2K-$9.0K2026-10-14
Journey Advisory Group, LLC
UNCHANGED11,80011,80000%$245.9K$236.7K-$9.2K2026-11-04
Welch & Forbes LLC
NEW11,767—+11,767——$236.0K—2026-11-04
Choreo, LLC
INCREASED11,6829,625+2,057+21%$200.6K$234.3K+$33.8K2026-10-28
Nwam LLC
INCREASED11,43611,309+127+1%$235.7K$229.4K-$6.3K2026-11-09
Koshinski Asset Management, Inc.
DECREASED11,42911,457-280%$238.8K$229.3K-$9.5K2026-10-29
Ballast Rock Private Wealth LLC
NEW10,903—+10,903——$218.7K—2026-10-26
Diversify Advisory Services, LLC
INCREASED10,83310,830+3+0%$223.3K$218.4K-$4.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED10,83310,830+3+0%$223.3K$218.4K-$4.9K2026-10-20
First Premier Bank
NEW9,709—+9,709——$195—2026-10-13
Trust Co
UNCHANGED8,2118,21100%$171.1K$164.7K-$6.4K2026-10-09
Acropolis Investment Management, LLC
UNCHANGED6,8906,89000%$143.6K$138.2K-$5.4K2026-10-08
Allworth Financial LP
UNCHANGED6,4246,42400%$133.9K$133.9K$02026-11-06
Harbour Investments, Inc.
INCREASED5,7425,675+67+1%$118.3K$115.2K-$3.1K2026-11-09
Physician Wealth Advisors, Inc.
INCREASED5,5625,552+10+0%$115.7K$111.6K-$4.1K2026-10-20
Signaturefd, LLC
INCREASED5,1312,400+2,731+114%$50.0K$102.9K+$52.9K2026-10-23
Pittenger & Anderson Inc
UNCHANGED5,0005,00000%$104.2K$100.3K-$3.9K2026-11-02
Pioneer Family Office, LLC
UNCHANGED4,7414,74100%$98.8K$95.1K-$3.7K2026-10-30
High Note Wealth, LLC
NEW4,081—+4,081——$81.9K—2026-10-27
CNB Bank
UNCHANGED3,9303,93000%$81.9K$78.8K-$3.1K2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED3,7503,75000%$78.2K$75.2K-$2.9K2026-10-23
Rossby Financial, LCC
INCREASED3,0911,881+1,210+64%$39.2K$62.0K+$22.8K2026-11-05
Ascentis Independent Advisors
NEW3,000—+3,000——$60.2K—2026-11-03
Birch Financial Group, LLC
NEW2,765—+2,765——$55.5K—2026-10-27
Trust Co of Vermont
UNCHANGED2,4352,43500%$50.7K$48.8K-$1.9K2026-10-21
Larson Financial Group LLC
INCREASED2,0462,027+19+1%$42.2K$41.0K-$1.2K2026-11-05
Eastern Bank
UNCHANGED1,9501,95000%$40.6K$39.1K-$1.5K2026-10-05
United Community Bank
UNCHANGED1,8351,83500%$38.2K$36.8K-$1.4K2026-10-28
J. R. Prunier Capital Management LLC
DECREASED1,6701,766-96-5%$36.8K$33.5K-$3.3K2026-11-09
Ashton Thomas Private Wealth, LLC
UNCHANGED1,3761,37600%$28.7K$27.6K-$1.1K2026-11-03
Private Trust Co NA
DECREASED1,2901,638-348-21%$34.1K$25.9K-$8.3K2026-10-20
Phillips Financial Management, LLC
UNCHANGED1,2741,27400%$26.6K$25.6K-$9942026-10-19
Blue Trust, Inc.
NEW1,154—+1,154——$23.1K—2026-10-15
Bank of Montreal
INCREASED734725+9+1%$15.1K$14.7K-$3922026-11-09
Key FInancial Inc
UNCHANGED68068000%$14.2K$13.6K-$5302026-11-02
Y.D. More Investments Ltd
NEW370—+370——$7.4K—2026-11-02
NBH Bank
UNCHANGED27227200%$5.7K$5.5K-$2122026-11-05
Root Financial Partners, LLC
NEW77—+77——$1.5K—2026-10-21
Golden State Wealth Management, LLC
INCREASED5554+1+2%$1.1K$1.1K-$292026-11-02
Key Capital Management, Inc
NEW52—+52——$1.0K—2026-11-03
MB, Levis & Associates, LLC
UNCHANGED181800%$375$361-$142026-10-16
Gryphon Financial Partners LLC
CLOSED021,514-21,514-100%$448.4K$0-$448.4K2026-11-04
Brookstone Capital Management
CLOSED016,955-16,955-100%$353.3K$0-$353.3K2026-10-22
Gilbert Capital Group, Inc.
CLOSED016,144-16,144-100%$336.4K$0-$336.4K2026-10-28
CGN Advisors LLC
CLOSED015,472-15,472-100%$322.4K$0-$322.4K2026-10-21
Accretive Wealth Partners, LLC
CLOSED013,894-13,894-100%$289.6K$0-$289.6K2026-11-06
Avidian Wealth Enterprises, LLC
CLOSED012,509-12,509-100%$260.7K$0-$260.7K2026-10-08
Advisor OS, LLC
CLOSED09,960-9,960-100%$207.6K$0-$207.6K2026-11-03
Plancorp, LLC
CLOSED09,708-9,708-100%$200.2K$0-$200.2K2026-11-03
Fairway Wealth LLC
CLOSED01,745-1,745-100%$36.4K$0-$36.4K2026-10-30
Aptus Capital Advisors, LLC
N/A—7,526,023-7,526,023-100%$156.8M———
Bank of America Corp
N/A—5,468,188-5,468,188-100%$114.0M———
Morgan Stanley
N/A—4,872,246-4,872,246-100%$101.5M———
Raymond James Financial Inc
N/A—3,493,863-3,493,863-100%$72.8M———
Capital Advisors Inc
N/A—3,366,208-3,366,208-100%$70.2M———
HighTower Advisors, LLC
N/A—3,053,931-3,053,931-100%$63.6M———
Wells Fargo & Company
N/A—2,330,862-2,330,862-100%$48.6M———
Royal Bank of Canada
N/A—2,056,315-2,056,315-100%$42.9M———
UBS Group AG
N/A—1,974,964-1,974,964-100%$41.2M———
Mercer Global Advisors Inc
N/A—1,890,508-1,890,508-100%$39.4M———
Advisors Capital Management, LLC
N/A—1,859,275-1,859,275-100%$38.7M———
Summitry LLC
N/A—1,659,714-1,659,714-100%$34.6M———
Ameriprise Financial Inc
N/A—1,536,466-1,536,466-100%$32.0M———
Summit Financial, LLC
N/A—1,399,981-1,399,981-100%$29.2M———
Sound View Wealth Advisors Group, LLC
N/A—1,323,935-1,323,935-100%$27.6M———
NewEdge Advisors, LLC
N/A—1,210,400-1,210,400-100%$25.2M———
EP Wealth Advisors, LLC
N/A—868,068-868,068-100%$18.1M———
BlackRock, Inc.
N/A—814,335-814,335-100%$17.0M———
Rockefeller Capital Management L.P.
N/A—643,295-643,295-100%$13.4M———
Envision Financial Planning, LLC
N/A—641,798-641,798-100%$13.4M———
Mariner, LLC
N/A—583,372-583,372-100%$12.2M———
Janney Montgomery Scott LLC
N/A—578,338-578,338-100%$12.1M———
Jane Street Group, LLC
N/A—532,424-532,424-100%$11.1M———
Atlantic Union Bankshares Corp
N/A—463,988-463,988-100%$9.7M———
Northwestern Mutual Wealth Management Co
N/A—431,279-431,279-100%$9.0M———
Hills Bank & Trust Co
N/A—405,071-405,071-100%$8.4M———
Spreng Capital Management, Inc.
N/A—391,643-391,643-100%$8.2M———
Snowden Capital Advisors LLC
N/A—386,984-386,984-100%$8.1M———
Envestnet Asset Management Inc
N/A—355,795-355,795-100%$7.4M———
Hancock Whitney Corp
N/A—295,165-295,165-100%$6.2M———
Osaic Holdings, Inc.
N/A—268,177-268,177-100%$5.6M———
Sanctuary Advisors, LLC
N/A—235,560-235,560-100%$4.9M———
Winthrop Partners - WNY, LLC
N/A—222,319-222,319-100%$4.6M———
Benjamin Edwards Inc
N/A—193,491-193,491-100%$4.0M———
Cetera Investment Advisers
N/A—192,734-192,734-100%$4.0M———
Houlihan Financial Resource Group, Ltd.
N/A—186,267-186,267-100%$3.9M———
OneDigital Investment Advisors LLC
N/A—185,102-185,102-100%$3.9M———
Beacon Pointe Advisors, LLC
N/A—164,663-164,663-100%$3.4M———
Neuberger Berman Group LLC
N/A—163,040-163,040-100%$3.4M———
Stratos Wealth Partners, Ltd.
N/A—129,141-129,141-100%$2.7M———
Kintra Wealth, LLC
N/A—125,217-125,217-100%$2.6M———
Jones Financial Companies Lllp
N/A—124,636-124,636-100%$2.6M———
Modern Wealth Management, LLC
N/A—122,246-122,246-100%$2.5M———
Stonebrook Private Inc.
N/A—117,475-117,475-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—115,815-115,815-100%$2.4M———
Susquehanna International Group, LLP
N/A—108,227-108,227-100%$2.3M———
Lbmc Investment Advisors, LLC
N/A—101,934-101,934-100%$2.1M———
AssuredPartners Investment Advisors, LLC
N/A—91,206-91,206-100%$1.9M———
FourThought Financial Partners, LLC
N/A—89,580-89,580-100%$1.9M———
Wrapmanager Inc
N/A—84,395-84,395-100%$1.8M———
Spinnaker Trust
N/A—80,939-80,939-100%$1.7M———
BFC Planning, Inc.
N/A—78,034-78,034-100%$1.6M———
Stifel Financial Corp
N/A—69,473-69,473-100%$1.4M———
Godshalk Welsh Capital Management, Inc.
N/A—68,550-68,550-100%$1.4M———
Focus Partners Wealth
N/A—67,289-67,289-100%$1.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—62,378-62,378-100%$1.3M———
Gilbert & Cook, Inc.
N/A—46,743-46,743-100%$974.1K———
Farmers National Bank
N/A—45,709-45,709-100%$952.6K———
Captrust Financial Advisors
N/A—42,343-42,343-100%$882.4K———
HM Payson & Co
N/A—41,419-41,419-100%$863.2K———
Fiduciary Financial Advisors
N/A—36,336-36,336-100%$757.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—33,186-33,186-100%$691.6K———
Integrated Wealth Concepts LLC
N/A—32,706-32,706-100%$681.6K———
Harbor Advisory Corp
N/A—31,273-31,273-100%$651.7K———
Composition Wealth, LLC
N/A—30,363-30,363-100%$632.8K———
Stokes Family Office, LLC
N/A—29,480-29,480-100%$614.4K———
Summit Wealth Partners, LLC
N/A—26,517-26,517-100%$552.6K———
Dorsey & Whitney Trust Co LLC
N/A—25,000-25,000-100%$521.0K———
Great Valley Advisor Group, Inc.
N/A—23,121-23,121-100%$482.0K———
Advisory Services Network, LLC
N/A—22,753-22,753-100%$474.2K———
Van Hulzen Asset Management, LLC
N/A—22,222-22,222-100%$463.1K———
American Money Management, LLC
N/A—21,001-21,001-100%$437.7K———
Crews Bank & Trust
N/A—20,860-20,860-100%$434.7K———
MidFirst Bank
N/A—20,037-20,037-100%$417.6K———
Mutual Advisors, LLC
N/A—18,991-18,991-100%$395.8K———
Kovack Advisors, Inc.
N/A—18,698-18,698-100%$389.7K———
Mosaic Family Wealth Partners, LLC
N/A—17,508-17,508-100%$364.9K———
Banque Cantonale Vaudoise
N/A—16,438-16,438-100%$343.0K———
Passive Capital Management, Llc.
N/A—15,719-15,719-100%$332.5K———
Cary Street Partners Financial LLC
N/A—15,328-15,328-100%$319.4K———
Dearborn Partners LLC
N/A—14,122-14,122-100%$294.3K———
Betterment LLC
N/A—13,764-13,764-100%$287.0K———
Reliant Wealth Planning
N/A—13,497-13,497-100%$281.3K———
IHT Wealth Management, LLC
N/A—13,477-13,477-100%$280.9K———
Granite Harbor Advisors, Inc.
N/A—11,544-11,544-100%$240.6K———
Hanover Advisors Inc
N/A—11,155-11,155-100%$232.5K———
Global Retirement Partners, LLC
N/A—10,602-10,602-100%$220.9K———
Thoroughbred Financial Services, LLC
N/A—10,366-10,366-100%$216.0K———
MML Investors Services, LLC
N/A—10,312-10,312-100%$214.9K———
Scotia Capital Inc.
N/A—10,000-10,000-100%$208.4K———
Bogart Wealth, LLC
N/A—9,346-9,346-100%$194.8K———
National Bank of Canada
N/A—5,492-5,492-100%$114.4K———
JPMorgan Chase & Co
N/A—4,946-4,946-100%$103.3K———
Ballast Advisors LLC
N/A—2,886-2,886-100%$60.1K———
Steward Partners Investment Advisory, LLC
N/A—1,877-1,877-100%$39.1K———
FMR LLC
N/A—1,406-1,406-100%$29.3K———
O'shaughnessy Asset Management, LLC
N/A—1,367-1,367-100%$28.5K———
Capital Analysts, LLC
N/A—1,320-1,320-100%$28———
Ancora Advisors LLCA
N/A—1,195-1,195-100%$24.9K———
Mcguire Capital Advisors Inc
N/A—450-450-100%$9.4K———
AE Wealth Management LLC
N/A—302-302-100%$6.3K———
Vanguard Advisers Inc
N/A—105-105-100%$2.2K———
Boreal Capital Management LLC
N/A—00—$83.4K———
Showing 315 of 315 institutions