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Ishares Ibonds DEC 2028 Term (IBTI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,606,499 from 1,110,186
Change+2,496,313 (+225%)
Value$79.0M (+$54.4M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares1,439,572 from 1,373,314
Change+66,258 (+5%)
Value$31.5M (+$1.1M)
Filed 2026-10-22
Financial Advisory Corp
INCREASED
Shares1,428,624 from 1,347,199
Change+81,425 (+6%)
Value$31.3M (+$1.5M)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares1,334,915 from 1,306,170
Change+28,745 (+2%)
Value$29.2M (+$329.4K)
Filed 2026-10-05
Asset Advisors Investment Management, LLC
INCREASED
Shares1,306,452 from 1,215,509
Change+90,943 (+7%)
Value$28.6M (+$1.7M)
Filed 2026-10-19
Horizon Advisory Services, Inc.
INCREASED
Shares947,877 from 922,765
Change+25,112 (+3%)
Value$20.8M (+$338.0K)
Filed 2026-10-29
Atwood & Palmer Inc
DECREASED
Shares880,996 from 959,379
Change-78,383 (-8%)
Value$19.3M (-$1.9M)
Filed 2026-10-08
MKT Advisors LLC
INCREASED
Shares843,249 from 841,610
Change+1,639 (+0%)
Value$18.5M (-$98.7K)
Filed 2026-10-20
Journey Advisory Group, LLC
DECREASED
Shares834,436 from 878,742
Change-44,306 (-5%)
Value$18.3M (-$1.2M)
Filed 2026-11-04
Delta Wealth Advisors LLC
INCREASED
Shares827,443 from 66,767
Change+760,676 (+1139%)
Value$18.1M (+$16.7M)
Filed 2026-10-09
Denver PWM, LLC
DECREASED
Shares724,791 from 734,257
Change-9,466 (-1%)
Value$15.9M (-$357.9K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares724,059 from 1,439,724
Change-715,665 (-50%)
Value$15.9M (-$16.0M)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares593,101 from 642,965
Change-49,864 (-8%)
Value$13.0M (-$1.2M)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares583,324 from 467,062
Change+116,262 (+25%)
Value$12.8M (+$2.4M)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares582,632 from 154,073
Change+428,559 (+278%)
Value$12.8M (+$9.4M)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares574,637 from 580,762
Change-6,125 (-1%)
Value$12.6M (-$267.8K)
Filed 2026-10-06
HighTower Advisors, LLC
INCREASED
Shares556,185 from 31,819
Change+524,366 (+1648%)
Value$12.2M (+$11.5M)
Filed 2026-11-10
Scissortail Wealth Management, LLC
INCREASED
Shares544,103 from 526,299
Change+17,804 (+3%)
Value$11.9M (+$269.1K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares542,633 from 488,074
Change+54,559 (+11%)
Value$11.9M (+$1.1M)
Filed 2026-10-22
Shelton Wealth Management, LLC
INCREASED
Shares520,491 from 490,978
Change+29,513 (+6%)
Value$11.4M (+$533.7K)
Filed 2026-10-16
Trust Co
INCREASED
Shares519,244 from 511,055
Change+8,189 (+2%)
Value$11.4M (+$61.9K)
Filed 2026-10-09
Rebalance, LLC
INCREASED
Shares487,765 from 297,936
Change+189,829 (+64%)
Value$10.7M (+$4.1M)
Filed 2026-10-22
Carmel Capital Partners, LLC
DECREASED
Shares437,816 from 453,564
Change-15,748 (-3%)
Value$9.6M (-$449.4K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares429,497 from 547,014
Change-117,517 (-21%)
Value$9.4M (-$2.7M)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares423,898 from 424,248
Change-350 (0%)
Value$9.3M (-$105.2K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares406,711 from 398,119
Change+8,592 (+2%)
Value$8.9M (+$96.7K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
NEW
Shares360,000
Change+360,000
Value$7.9M
Filed 2026-10-07
Northstar Group, Inc.
INCREASED
Shares351,617 from 348,639
Change+2,978 (+1%)
Value$7.7M (-$14.9K)
Filed 2026-11-10
D.A. Davidson & Co.
DECREASED
Shares348,702 from 349,431
Change-729 (0%)
Value$7.6M (-$96.3K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares330,980 from 302,583
Change+28,397 (+9%)
Value$7.3M (+$552.6K)
Filed 2026-11-05
Old Port Advisors
INCREASED
Shares282,536 from 269,246
Change+13,290 (+5%)
Value$6.2M (+$229.2K)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares279,338 from 249,289
Change+30,049 (+12%)
Value$6.1M (+$601.0K)
Filed 2026-11-03
Accretive Wealth Partners, LLC
INCREASED
Shares245,711 from 198,458
Change+47,253 (+24%)
Value$5.4M (+$989.7K)
Filed 2026-11-06
Howland Capital Management LLC
INCREASED
Shares242,796 from 165,757
Change+77,039 (+46%)
Value$5.3M (+$1.6M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares242,478 from 217,581
Change+24,897 (+11%)
Value$5.3M (+$509.3K)
Filed 2026-10-08
Stockman Wealth Management, Inc.
INCREASED
Shares242,012 from 230,063
Change+11,949 (+5%)
Value$5.3M (+$208.9K)
Filed 2026-10-27
Confluence Investment Management LLC
NEW
Shares227,903
Change+227,903
Value$5.0M
Filed 2026-10-01
Midwest Professional Planners, Ltd.
INCREASED
Shares212,457 from 155,906
Change+56,551 (+36%)
Value$4.7M (+$1.2M)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares208,901 from 210,382
Change-1,481 (-1%)
Value$4.6M (-$80.8K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares207,041 from 179,960
Change+27,081 (+15%)
Value$4.5M (+$552.0K)
Filed 2026-10-23
Carnegie Investment Counsel
NEW
Shares191,296
Change+191,296
Value$4.2M
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
INCREASED
Shares189,213 from 183,617
Change+5,596 (+3%)
Value$4.1M (+$80.4K)
Filed 2026-10-06
Leavell Investment Management, Inc.
DECREASED
Shares189,115 from 191,149
Change-2,034 (-1%)
Value$4.1M (-$88.5K)
Filed 2026-11-09
Atlantic Private Wealth, LLC
INCREASED
Shares185,739 from 165,243
Change+20,496 (+12%)
Value$4.1M (+$411.1K)
Filed 2026-11-09
Thoroughbred Financial Services, LLC
INCREASED
Shares178,693 from 151,702
Change+26,991 (+18%)
Value$3.9M (+$557.0K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares165,989 from 60,405
Change+105,584 (+175%)
Value$3.6M (+$2.3M)
Filed 2026-11-02
Lantz Financial LLC
INCREASED
Shares162,764 from 156,113
Change+6,651 (+4%)
Value$3.6M (+$109.8K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares158,064 from 133,775
Change+24,289 (+18%)
Value$3.5M (+$501.0K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares152,456 from 149,209
Change+3,247 (+2%)
Value$3.3M (+$36.8K)
Filed 2026-11-03
Chatham Capital Group, Inc.
INCREASED
Shares149,890 from 149,365
Change+525 (+0%)
Value$3.3M (-$22.9K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares144,963 from 139,429
Change+5,534 (+4%)
Value$3.2M (+$85.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares142,446 from 126,255
Change+16,191 (+13%)
Value$3.1M (+$334.5K)
Filed 2026-10-13
Cornerstone Planning, LLC
INCREASED
Shares140,075 from 139,140
Change+935 (+1%)
Value$3.1M (+$12.3K)
Filed 2026-10-27
Belpointe Asset Management LLC
DECREASED
Shares139,657 from 174,270
Change-34,613 (-20%)
Value$3.1M (-$798.5K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares137,667 from 137,666
Change+1 (0%)
Value$3.0M (+$13)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares132,410 from 105,712
Change+26,698 (+25%)
Value$2.9M (+$560.6K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares129,909 from 120,644
Change+9,265 (+8%)
Value$2.8M (+$175.3K)
Filed 2026-10-15
JIM Saulnier & Associates, LLC
INCREASED
Shares128,138 from 125,153
Change+2,985 (+2%)
Value$2.8M (+$36.6K)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares121,832 from 119,829
Change+2,003 (+2%)
Value$2.7M (+$16.3K)
Filed 2026-10-22
Hughes Financial Services, LLC
INCREASED
Shares112,156 from 103,191
Change+8,965 (+9%)
Value$2.5M (+$182.2K)
Filed 2026-10-30
Community Financial Services Group, LLC
INCREASED
Shares108,503 from 14,992
Change+93,511 (+624%)
Value$2.4M (+$2.0M)
Filed 2026-10-15
Astra Wealth Partners LLC
DECREASED
Shares103,905 from 113,992
Change-10,087 (-9%)
Value$2.3M (-$247.2K)
Filed 2026-11-06
Gould Asset Management LLC
INCREASED
Shares99,625 from 96,460
Change+3,165 (+3%)
Value$2.2M (+$47.2K)
Filed 2026-11-06
Choreo, LLC
NEW
Shares92,407
Change+92,407
Value$2.0M
Filed 2026-10-28
Essential Planning, Llc.
INCREASED
Shares91,674 from 91,472
Change+202 (+0%)
Value$2.0M (-$16.6K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares89,472 from 88,526
Change+946 (+1%)
Value$2.0M (+$372)
Filed 2026-10-30
NewSquare Capital LLC
INCREASED
Shares89,281 from 52,397
Change+36,884 (+70%)
Value$2.0M (+$796.1K)
Filed 2026-11-06
Associated Banc-Corp
INCREASED
Shares89,145 from 87,512
Change+1,633 (+2%)
Value$2.0M (+$15.7K)
Filed 2026-10-30
Montecito Bank & Trust
INCREASED
Shares86,465 from 82,195
Change+4,270 (+5%)
Value$1.9M (+$74.7K)
Filed 2026-10-01
TFR Capital, Llc.
DECREASED
Shares81,205 from 89,777
Change-8,572 (-10%)
Value$1.8M (-$208.5K)
Filed 2026-11-09
Matthew Goff Investment Advisor, LLC
INCREASED
Shares76,669 from 47,960
Change+28,709 (+60%)
Value$1.7M (+$618.0K)
Filed 2026-10-13
Probity Advisors, Inc.
DECREASED
Shares71,373 from 138,205
Change-66,832 (-48%)
Value$1.6M (-$1.5M)
Filed 2026-10-23
Peck Wealth Management, LLC
NEW
Shares69,870
Change+69,870
Value$1.5M
Filed 2026-10-29
Leo Wealth, LLC
NEW
Shares69,626
Change+69,626
Value$1.5M
Filed 2026-10-26
Foundry Financial Group, Inc.
DECREASED
Shares69,342 from 76,878
Change-7,536 (-10%)
Value$1.5M (-$182.8K)
Filed 2026-10-28
KFG Wealth Management, LLC
INCREASED
Shares67,176 from 67,035
Change+141 (+0%)
Value$1.5M (-$12.3K)
Filed 2026-10-16
Glenview Trust Co
NEW
Shares65,466
Change+65,466
Value$1.4M
Filed 2026-10-28
KOM Wealth Management Group, LLC
INCREASED
Shares64,764 from 64,247
Change+517 (+1%)
Value$1.4M (-$3.4K)
Filed 2026-10-15
Great Diamond Partners, LLC
INCREASED
Shares62,439 from 52,537
Change+9,902 (+19%)
Value$1.4M (+$204.9K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares62,155 from 60,134
Change+2,021 (+3%)
Value$1.4M (+$30.4K)
Filed 2026-10-16
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares61,590 from 44,558
Change+17,032 (+38%)
Value$1.3M (+$362.9K)
Filed 2026-11-05
Coldstream Capital Management Inc
INCREASED
Shares60,426 from 58,166
Change+2,260 (+4%)
Value$1.3M (+$36.1K)
Filed 2026-11-09
Horizons Wealth Management
NEW
Shares56,063
Change+56,063
Value$1.2M
Filed 2026-10-05
Creative Planning
DECREASED
Shares52,962 from 66,533
Change-13,571 (-20%)
Value$1.2M (-$312.6K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares52,680 from 54,482
Change-1,802 (-3%)
Value$1.2M (-$52.0K)
Filed 2026-10-28
Compass Ion Advisors, LLC
UNCHANGED
Shares49,723 from 49,723
Change0 (0%)
Value$1.1M (-$11.4K)
Filed 2026-10-23
Gradient Investments LLC
INCREASED
Shares49,592 from 39,385
Change+10,207 (+26%)
Value$1.1M (+$214.6K)
Filed 2026-10-08
Kestra Advisory Services, LLC
DECREASED
Shares48,250 from 49,705
Change-1,455 (-3%)
Value$1.1M (-$43.3K)
Filed 2026-11-02
King Luther Capital Management Corp
UNCHANGED
Shares46,065 from 46,065
Change0 (0%)
Value$1.0M (-$10.6K)
Filed 2026-11-05
Atwater Malick LLC
INCREASED
Shares41,936 from 40,896
Change+1,040 (+3%)
Value$918.8K (+$13.4K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares40,474 from 32,889
Change+7,585 (+23%)
Value$886.8K (+$158.6K)
Filed 2026-11-06
Prosperity Planning, Inc.
INCREASED
Shares39,248 from 34,851
Change+4,397 (+13%)
Value$859.9K (+$88.3K)
Filed 2026-10-09
Barrett & Company, Inc.
DECREASED
Shares38,117 from 38,629
Change-512 (-1%)
Value$835.1K (-$20.1K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares37,196 from 33,512
Change+3,684 (+11%)
Value$819.5K (+$72.9K)
Filed 2026-11-04
Duncker Streett & Co Inc
INCREASED
Shares37,054 from 36,707
Change+347 (+1%)
Value$811.8K (-$856)
Filed 2026-10-27
Riverchase Wealth Management, LLC
INCREASED
Shares36,454 from 29,788
Change+6,666 (+22%)
Value$798.7K (+$139.2K)
Filed 2026-10-28
Straight Path Wealth Management
INCREASED
Shares33,970 from 32,322
Change+1,648 (+5%)
Value$744.3K (+$28.7K)
Filed 2026-10-23
Harbour Investments, Inc.
INCREASED
Shares32,699 from 32,364
Change+335 (+1%)
Value$716.4K (-$114)
Filed 2026-11-09
TFO Wealth Partners, LLC
NEW
Shares31,710
Change+31,710
Value$694.8K
Filed 2026-11-09
Mendota Financial Group, LLC
INCREASED
Shares31,493 from 31,198
Change+295 (+1%)
Value$690.0K (-$727)
Filed 2026-10-07
Wealth Advisory Solutions, LLC
INCREASED
Shares28,714 from 28,552
Change+162 (+1%)
Value$629.1K (-$3.0K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares27,964 from 27,964
Change0 (0%)
Value$612.7K (-$6.4K)
Filed 2026-10-28
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares27,635 from 27,635
Change0 (0%)
Value$605.5K (-$6.4K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares25,555 from 26,773
Change-1,218 (-5%)
Value$559.9K (-$32.8K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
INCREASED
Shares24,922 from 11,297
Change+13,625 (+121%)
Value$546.0K (+$295.9K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares24,913 from 24,065
Change+848 (+4%)
Value$545.8K (+$13.0K)
Filed 2026-11-05
Keeler Thomas Management LLC
INCREASED
Shares24,786 from 23,517
Change+1,269 (+5%)
Value$543.1K (+$22.4K)
Filed 2026-10-29
Grant Street Asset Management, Inc.
INCREASED
Shares24,698 from 24,467
Change+231 (+1%)
Value$541.1K (-$571)
Filed 2026-10-26
Chris Bulman Inc
DECREASED
Shares24,611 from 24,939
Change-328 (-1%)
Value$539.2K (-$12.9K)
Filed 2026-10-20
Opus Capital Group, LLC
INCREASED
Shares23,996 from 15,830
Change+8,166 (+52%)
Value$526.0K (+$176.0K)
Filed 2026-10-30
Tableaux LLC
DECREASED
Shares22,818 from 25,131
Change-2,313 (-9%)
Value$499.9K (-$56.5K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
DECREASED
Shares21,715 from 106,465
Change-84,750 (-80%)
Value$475.8K (-$1.9M)
Filed 2026-10-26
KPP Advisory Services LLC
INCREASED
Shares20,000 from 14,240
Change+5,760 (+40%)
Value$438.2K (+$122.9K)
Filed 2026-10-26
Yoder Wealth Management, Inc.
INCREASED
Shares19,425 from 14,470
Change+4,955 (+34%)
Value$425.6K (+$105.2K)
Filed 2026-10-13
Chesley Taft & Associates LLC
NEW
Shares19,400
Change+19,400
Value$425.1K
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares18,954 from 18,837
Change+117 (+1%)
Value$415.3K (-$1.8K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares18,637 from 25,152
Change-6,515 (-26%)
Value$408.3K (-$148.5K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
DECREASED
Shares18,607 from 19,975
Change-1,368 (-7%)
Value$407.7K (-$34.6K)
Filed 2026-10-08
Beacon Financial Planning, Inc
INCREASED
Shares18,185 from 18,077
Change+108 (+1%)
Value$398.4K (-$1.8K)
Filed 2026-11-04
Rossmore Private Capital
NEW
Shares18,100
Change+18,100
Value$396.6K
Filed 2026-10-27
Towne Trust Company, N.a
INCREASED
Shares18,095 from 14,695
Change+3,400 (+23%)
Value$396.5K (+$71.1K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
NEW
Shares18,075
Change+18,075
Value$396.0K
Filed 2026-10-01
Money Concepts Capital Corp
NEW
Shares18,059
Change+18,059
Value$395.7K
Filed 2026-11-06
Smithbridge Asset Management Inc
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$394.4K (-$4.1K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
INCREASED
Shares17,971 from 16,163
Change+1,808 (+11%)
Value$393.7K (+$35.9K)
Filed 2026-10-21
Walleye Partners, LLC
INCREASED
Shares17,477 from 17,423
Change+54 (+0%)
Value$382.9K (-$2.8K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares16,582 from 16,580
Change+2 (+0%)
Value$363.3K (-$3.8K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares16,281 from 17,839
Change-1,558 (-9%)
Value$356.7K (-$38.2K)
Filed 2026-10-20
DecisionMap Wealth Management, LLC
UNCHANGED
Shares16,249 from 16,249
Change0 (0%)
Value$356.0K (-$3.7K)
Filed 2026-10-29
Mlp3, LLC
INCREASED
Shares16,191 from 11,032
Change+5,159 (+47%)
Value$354.8K (+$110.5K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares15,820 from 10,628
Change+5,192 (+49%)
Value$346.6K (+$111.3K)
Filed 2026-10-14
Trinity Wealth Management, LLC
UNCHANGED
Shares15,387 from 15,387
Change0 (0%)
Value$337.1K (-$3.5K)
Filed 2026-10-13
Apollon Wealth Management, LLC
NEW
Shares15,275
Change+15,275
Value$334.7K
Filed 2026-10-23
Midland Wealth Advisors, LLC
NEW
Shares15,082
Change+15,082
Value$330.4K
Filed 2026-10-26
Single Point Partners, LLC
UNCHANGED
Shares14,996 from 14,996
Change0 (0%)
Value$328.6K (-$3.4K)
Filed 2026-10-19
High Note Wealth, LLC
UNCHANGED
Shares14,961 from 14,961
Change0 (0%)
Value$327.8K (-$3.4K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares14,708 from 6,785
Change+7,923 (+117%)
Value$322.2K (+$172.0K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
DECREASED
Shares14,251 from 14,333
Change-82 (-1%)
Value$312.0K (-$4.7K)
Filed 2026-10-19
Old Mission Investment Co LLC
INCREASED
Shares14,101 from 13,696
Change+405 (+3%)
Value$309.0K (+$5.7K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares14,048 from 14,094
Change-46 (0%)
Value$307.8K (-$4.3K)
Filed 2026-10-19
Simplicity Wealth,LLC
NEW
Shares14,012
Change+14,012
Value$307.0K
Filed 2026-10-23
Schmidt P J Investment Management Inc
INCREASED
Shares13,476 from 13,452
Change+24 (+0%)
Value$295.3K (-$2.6K)
Filed 2026-11-02
Alterna Wealth Management, Inc
UNCHANGED
Shares13,378 from 13,378
Change0 (0%)
Value$293.1K (-$3.1K)
Filed 2026-10-27
Milestone Asset Management, LLC
INCREASED
Shares13,311 from 12,570
Change+741 (+6%)
Value$291.6K (+$13.3K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares13,225 from 12,817
Change+408 (+3%)
Value$289.8K (+$6.0K)
Filed 2026-11-06
Raab & Moskowitz Asset Management LLC
INCREASED
Shares12,944 from 12,746
Change+198 (+2%)
Value$283.6K (+$1.4K)
Filed 2026-11-02
Blue Square Asset Management, LLC
INCREASED
Shares12,778 from 11,643
Change+1,135 (+10%)
Value$280.0K (+$22.2K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares12,746 from 12,739
Change+7 (+0%)
Value$279.3K (-$2.8K)
Filed 2026-10-20
Alamar Capital Management, LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$278.3K (-$2.9K)
Filed 2026-11-02
Aspen Private Advisors, LLC
NEW
Shares11,500
Change+11,500
Value$252.0K
Filed 2026-10-27
Cambridge Financial Group, LLC
UNCHANGED
Shares11,498 from 11,498
Change0 (0%)
Value$254.6K ($0)
Filed 2026-10-06
Highland Financial Advisors, LLC
UNCHANGED
Shares11,430 from 11,430
Change0 (0%)
Value$250.4K (-$2.6K)
Filed 2026-10-19
McGuire Investment Group, LLC
DECREASED
Shares11,235 from 12,704
Change-1,469 (-12%)
Value$246.2K (-$35.1K)
Filed 2026-10-23
Paladin Wealth, LLC
NEW
Shares11,175
Change+11,175
Value$244.8K
Filed 2026-10-23
United Community Bank
UNCHANGED
Shares11,070 from 11,070
Change0 (0%)
Value$242.5K (-$2.5K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares11,004 from 11,222
Change-218 (-2%)
Value$241.1K (-$7.4K)
Filed 2026-10-20
Guidance Point Advisors, LLC
INCREASED
Shares10,817 from 10,803
Change+14 (+0%)
Value$237.0K (-$2.2K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares10,625 from 10,921
Change-296 (-3%)
Value$232.8K (-$9.0K)
Filed 2026-11-04
Alessandra Capital Management, LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$232.2K (-$2.4K)
Filed 2026-10-30
OAK Family Advisors, LLC
DECREASED
Shares10,371 from 199,346
Change-188,975 (-95%)
Value$227.2K (-$4.2M)
Filed 2026-10-19
Autumn Glory Partners, LLC
DECREASED
Shares10,349 from 16,478
Change-6,129 (-37%)
Value$226.7K (-$138.1K)
Filed 2026-10-26
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares10,225 from 10,102
Change+123 (+1%)
Value$224.0K (+$381)
Filed 2026-10-08
Phillips Financial Management, LLC
INCREASED
Shares8,579 from 8,473
Change+106 (+1%)
Value$188.0K (+$374)
Filed 2026-10-19
Concord Wealth Partners
NEW
Shares6,984
Change+6,984
Value$153.0K
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$132.3K (-$1.4K)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$107.0K (-$1.1K)
Filed 2026-11-02
CNB Bank
UNCHANGED
Shares4,439 from 4,439
Change0 (0%)
Value$97.3K (-$1.0K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares3,076 from 3,076
Change0 (0%)
Value$67.0K (+$66.9K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$66.8K (-$701)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$60.8K (-$638)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares2,650
Change+2,650
Value$58.1K
Filed 2026-10-27
Hara Capital LLC
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$57.9K (-$608)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
NEW
Shares2,500
Change+2,500
Value$54.8K
Filed 2026-10-23
IFG Advisory, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$52.6K (-$551)
Filed 2026-11-09
Bessemer Group Inc
NEW
Shares2,399
Change+2,399
Value$53
Filed 2026-11-09
Ashton Thomas Securities, LLC
NEW
Shares2,280
Change+2,280
Value$50.0K
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares2,127 from 2,127
Change0 (0%)
Value$46.6K (-$489)
Filed 2026-10-15
Mascoma Wealth Management LLC
UNCHANGED
Shares1,985 from 1,985
Change0 (0%)
Value$43.5K (-$456)
Filed 2026-10-23
Clearstead Trust, LLC
INCREASED
Shares1,870 from 1,329
Change+541 (+41%)
Value$41.0K (+$11.5K)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares1,761 from 2,298
Change-537 (-23%)
Value$38.6K (-$12.3K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares1,500
Change+1,500
Value$32.9K
Filed 2026-11-03
Geneos Wealth Management Inc.
NEW
Shares1,370
Change+1,370
Value$30.0K
Filed 2026-11-09
Clearstead Advisors, LLC
NEW
Shares1,165
Change+1,165
Value$25.5K
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$25.5K (-$268)
Filed 2026-10-20
Clayton Financial Group LLC
NEW
Shares956
Change+956
Value$20.9K
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$20.0K (-$210)
Filed 2026-10-22
Robbins Farley
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$20.0K (-$210)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$14.9K (-$156)
Filed 2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$8.3K (-$88)
Filed 2026-10-09
Birch Financial Group, LLC
NEW
Shares157
Change+157
Value$3.4K
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.4K (-$15)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.2K (-$12)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$1.1K (-$1)
Filed 2026-11-04
CGN Advisors LLC
CLOSED
Shares0 from 10,628
Change-10,628 (-100%)
Value$0 (-$235.3K)
Filed 2026-10-21
Mather Group, Llc.
CLOSED
Shares0 from 7,639
Change-7,639 (-100%)
Value$0 (-$169.1K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 2,257
Change-2,257 (-100%)
Value$0 (-$50.0K)
Filed 2026-10-28
Compass Financial Management LLC
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-30
Lanark Financial, Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$575)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 3,471,206
Change-3,471,206 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,426,968
Change-3,426,968 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,057,130
Change-3,057,130 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,769,082
Change-2,769,082 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,638,111
Change-2,638,111 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,914,158
Change-1,914,158 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,889,290
Change-1,889,290 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,822,459
Change-1,822,459 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,381,039
Change-1,381,039 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,340,234
Change-1,340,234 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,264,630
Change-1,264,630 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,194,096
Change-1,194,096 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,184,748
Change-1,184,748 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,039,854
Change-1,039,854 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 966,839
Change-966,839 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 829,783
Change-829,783 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 804,732
Change-804,732 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 775,624
Change-775,624 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 557,388
Change-557,388 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 541,584
Change-541,584 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 506,332
Change-506,332 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 428,466
Change-428,466 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 399,155
Change-399,155 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 392,340
Change-392,340 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 391,165
Change-391,165 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 378,862
Change-378,862 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 313,944
Change-313,944 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 300,782
Change-300,782 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 294,724
Change-294,724 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 289,372
Change-289,372 (-100%)
Value—
FCA Corp
N/A
Shares— from 228,370
Change-228,370 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 213,171
Change-213,171 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 175,459
Change-175,459 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 157,821
Change-157,821 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 129,890
Change-129,890 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 121,723
Change-121,723 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 114,451
Change-114,451 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 106,150
Change-106,150 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 96,139
Change-96,139 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,059
Change-82,059 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 66,663
Change-66,663 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,165
Change-64,165 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 58,837
Change-58,837 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 57,366
Change-57,366 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 51,775
Change-51,775 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 40,203
Change-40,203 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 33,384
Change-33,384 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 33,170
Change-33,170 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 32,616
Change-32,616 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 30,982
Change-30,982 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,911
Change-30,911 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 29,001
Change-29,001 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 28,199
Change-28,199 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 27,935
Change-27,935 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 27,250
Change-27,250 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 26,845
Change-26,845 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 26,691
Change-26,691 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,621
Change-26,621 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,865
Change-24,865 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,155
Change-23,155 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 22,110
Change-22,110 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 21,237
Change-21,237 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,225
Change-21,225 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 20,662
Change-20,662 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 20,262
Change-20,262 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,274
Change-19,274 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 19,209
Change-19,209 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,409
Change-17,409 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,240
Change-17,240 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,073
Change-16,073 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,775
Change-15,775 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,443
Change-15,443 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,136
Change-15,136 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,710
Change-12,710 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 12,656
Change-12,656 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,154
Change-10,154 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 306
Change-306 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,606,4991,110,186+2,496,313+225%$24.6M$79.0M+$54.4M2026-11-06
Brookstone Capital Management
INCREASED1,439,5721,373,314+66,258+5%$30.4M$31.5M+$1.1M2026-10-22
Financial Advisory Corp
INCREASED1,428,6241,347,199+81,425+6%$29.8M$31.3M+$1.5M2026-10-14
Heartwood Wealth Advisors LLC
INCREASED1,334,9151,306,170+28,745+2%$28.9M$29.2M+$329.4K2026-10-05
Asset Advisors Investment Management, LLC
INCREASED1,306,4521,215,509+90,943+7%$26.9M$28.6M+$1.7M2026-10-19
Horizon Advisory Services, Inc.
INCREASED947,877922,765+25,112+3%$20.4M$20.8M+$338.0K2026-10-29
Atwood & Palmer Inc
DECREASED880,996959,379-78,383-8%$21.2M$19.3M-$1.9M2026-10-08
MKT Advisors LLC
INCREASED843,249841,610+1,639+0%$18.6M$18.5M-$98.7K2026-10-20
Journey Advisory Group, LLC
DECREASED834,436878,742-44,306-5%$19.5M$18.3M-$1.2M2026-11-04
Delta Wealth Advisors LLC
INCREASED827,44366,767+760,676+1139%$1.5M$18.1M+$16.7M2026-10-09
Denver PWM, LLC
DECREASED724,791734,257-9,466-1%$16.2M$15.9M-$357.9K2026-10-22
Bailard, Inc.
DECREASED724,0591,439,724-715,665-50%$31.9M$15.9M-$16.0M2026-10-13
Krilogy Financial LLC
DECREASED593,101642,965-49,864-8%$14.2M$13.0M-$1.2M2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED583,324467,062+116,262+25%$10.3M$12.8M+$2.4M2026-10-14
Parallel Advisors, LLC
INCREASED582,632154,073+428,559+278%$3.4M$12.8M+$9.4M2026-11-03
Legacy Private Trust Co.
DECREASED574,637580,762-6,125-1%$12.9M$12.6M-$267.8K2026-10-06
HighTower Advisors, LLC
INCREASED556,18531,819+524,366+1648%$704.5K$12.2M+$11.5M2026-11-10
Scissortail Wealth Management, LLC
INCREASED544,103526,299+17,804+3%$11.7M$11.9M+$269.1K2026-11-03
BIP Wealth, LLC
INCREASED542,633488,074+54,559+11%$10.8M$11.9M+$1.1M2026-10-22
Shelton Wealth Management, LLC
INCREASED520,491490,978+29,513+6%$10.9M$11.4M+$533.7K2026-10-16
Trust Co
INCREASED519,244511,055+8,189+2%$11.3M$11.4M+$61.9K2026-10-09
Rebalance, LLC
INCREASED487,765297,936+189,829+64%$6.6M$10.7M+$4.1M2026-10-22
Carmel Capital Partners, LLC
DECREASED437,816453,564-15,748-3%$10.0M$9.6M-$449.4K2026-11-03
Commonwealth Equity Services, LLC
DECREASED429,497547,014-117,517-21%$12.1M$9.4M-$2.7M2026-11-02
MV Capital Management, Inc.
DECREASED423,898424,248-3500%$9.4M$9.3M-$105.2K2026-10-29
Titleist Asset Management, LLC
INCREASED406,711398,119+8,592+2%$8.8M$8.9M+$96.7K2026-10-08
Wealth Enhancement Trust Services, Inc.
NEW360,000—+360,000——$7.9M—2026-10-07
Northstar Group, Inc.
INCREASED351,617348,639+2,978+1%$7.7M$7.7M-$14.9K2026-11-10
D.A. Davidson & Co.
DECREASED348,702349,431-7290%$7.7M$7.6M-$96.3K2026-10-28
Central Trust Co
INCREASED330,980302,583+28,397+9%$6.7M$7.3M+$552.6K2026-11-05
Old Port Advisors
INCREASED282,536269,246+13,290+5%$6.0M$6.2M+$229.2K2026-10-23
Asset Dedication, LLC
INCREASED279,338249,289+30,049+12%$5.5M$6.1M+$601.0K2026-11-03
Accretive Wealth Partners, LLC
INCREASED245,711198,458+47,253+24%$4.4M$5.4M+$989.7K2026-11-06
Howland Capital Management LLC
INCREASED242,796165,757+77,039+46%$3.7M$5.3M+$1.6M2026-10-22
Apella Capital, LLC
INCREASED242,478217,581+24,897+11%$4.8M$5.3M+$509.3K2026-10-08
Stockman Wealth Management, Inc.
INCREASED242,012230,063+11,949+5%$5.1M$5.3M+$208.9K2026-10-27
Confluence Investment Management LLC
NEW227,903—+227,903——$5.0M—2026-10-01
Midwest Professional Planners, Ltd.
INCREASED212,457155,906+56,551+36%$3.5M$4.7M+$1.2M2026-10-29
IFP Advisors, Inc
DECREASED208,901210,382-1,481-1%$4.7M$4.6M-$80.8K2026-10-16
Signaturefd, LLC
INCREASED207,041179,960+27,081+15%$4.0M$4.5M+$552.0K2026-10-23
Carnegie Investment Counsel
NEW191,296—+191,296——$4.2M—2026-10-20
Colton Groome Financial Advisors, LLC
INCREASED189,213183,617+5,596+3%$4.1M$4.1M+$80.4K2026-10-06
Leavell Investment Management, Inc.
DECREASED189,115191,149-2,034-1%$4.2M$4.1M-$88.5K2026-11-09
Atlantic Private Wealth, LLC
INCREASED185,739165,243+20,496+12%$3.7M$4.1M+$411.1K2026-11-09
Thoroughbred Financial Services, LLC
INCREASED178,693151,702+26,991+18%$3.4M$3.9M+$557.0K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED165,98960,405+105,584+175%$1.3M$3.6M+$2.3M2026-11-02
Lantz Financial LLC
INCREASED162,764156,113+6,651+4%$3.5M$3.6M+$109.8K2026-10-15
Park Avenue Securities LLC
INCREASED158,064133,775+24,289+18%$3.0M$3.5M+$501.0K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED152,456149,209+3,247+2%$3.3M$3.3M+$36.8K2026-11-03
Chatham Capital Group, Inc.
INCREASED149,890149,365+525+0%$3.3M$3.3M-$22.9K2026-10-16
Thrivent Financial for Lutherans
INCREASED144,963139,429+5,534+4%$3.1M$3.2M+$85.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED142,446126,255+16,191+13%$2.8M$3.1M+$334.5K2026-10-13
Cornerstone Planning, LLC
INCREASED140,075139,140+935+1%$3.1M$3.1M+$12.3K2026-10-27
Belpointe Asset Management LLC
DECREASED139,657174,270-34,613-20%$3.9M$3.1M-$798.5K2026-11-09
Allworth Financial LP
INCREASED137,667137,666+10%$3.0M$3.0M+$132026-11-06
Valmark Advisers, Inc.
INCREASED132,410105,712+26,698+25%$2.3M$2.9M+$560.6K2026-11-06
Atria Investments, Inc
INCREASED129,909120,644+9,265+8%$2.7M$2.8M+$175.3K2026-10-15
JIM Saulnier & Associates, LLC
INCREASED128,138125,153+2,985+2%$2.8M$2.8M+$36.6K2026-11-04
Capital Investment Advisors, LLC
INCREASED121,832119,829+2,003+2%$2.7M$2.7M+$16.3K2026-10-22
Hughes Financial Services, LLC
INCREASED112,156103,191+8,965+9%$2.3M$2.5M+$182.2K2026-10-30
Community Financial Services Group, LLC
INCREASED108,50314,992+93,511+624%$330.6K$2.4M+$2.0M2026-10-15
Astra Wealth Partners LLC
DECREASED103,905113,992-10,087-9%$2.5M$2.3M-$247.2K2026-11-06
Gould Asset Management LLC
INCREASED99,62596,460+3,165+3%$2.1M$2.2M+$47.2K2026-11-06
Choreo, LLC
NEW92,407—+92,407——$2.0M—2026-10-28
Essential Planning, Llc.
INCREASED91,67491,472+202+0%$2.0M$2.0M-$16.6K2026-10-21
Truist Financial Corp
INCREASED89,47288,526+946+1%$2.0M$2.0M+$3722026-10-30
NewSquare Capital LLC
INCREASED89,28152,397+36,884+70%$1.2M$2.0M+$796.1K2026-11-06
Associated Banc-Corp
INCREASED89,14587,512+1,633+2%$1.9M$2.0M+$15.7K2026-10-30
Montecito Bank & Trust
INCREASED86,46582,195+4,270+5%$1.8M$1.9M+$74.7K2026-10-01
TFR Capital, Llc.
DECREASED81,20589,777-8,572-10%$2.0M$1.8M-$208.5K2026-11-09
Matthew Goff Investment Advisor, LLC
INCREASED76,66947,960+28,709+60%$1.1M$1.7M+$618.0K2026-10-13
Probity Advisors, Inc.
DECREASED71,373138,205-66,832-48%$3.1M$1.6M-$1.5M2026-10-23
Peck Wealth Management, LLC
NEW69,870—+69,870——$1.5M—2026-10-29
Leo Wealth, LLC
NEW69,626—+69,626——$1.5M—2026-10-26
Foundry Financial Group, Inc.
DECREASED69,34276,878-7,536-10%$1.7M$1.5M-$182.8K2026-10-28
KFG Wealth Management, LLC
INCREASED67,17667,035+141+0%$1.5M$1.5M-$12.3K2026-10-16
Glenview Trust Co
NEW65,466—+65,466——$1.4M—2026-10-28
KOM Wealth Management Group, LLC
INCREASED64,76464,247+517+1%$1.4M$1.4M-$3.4K2026-10-15
Great Diamond Partners, LLC
INCREASED62,43952,537+9,902+19%$1.2M$1.4M+$204.9K2026-10-13
PFG Advisors
INCREASED62,15560,134+2,021+3%$1.3M$1.4M+$30.4K2026-10-16
Woodley Farra Manion Portfolio Management Inc
INCREASED61,59044,558+17,032+38%$986.5K$1.3M+$362.9K2026-11-05
Coldstream Capital Management Inc
INCREASED60,42658,166+2,260+4%$1.3M$1.3M+$36.1K2026-11-09
Horizons Wealth Management
NEW56,063—+56,063——$1.2M—2026-10-05
Creative Planning
DECREASED52,96266,533-13,571-20%$1.5M$1.2M-$312.6K2026-11-02
MGO One Seven LLC
DECREASED52,68054,482-1,802-3%$1.2M$1.2M-$52.0K2026-10-28
Compass Ion Advisors, LLC
UNCHANGED49,72349,72300%$1.1M$1.1M-$11.4K2026-10-23
Gradient Investments LLC
INCREASED49,59239,385+10,207+26%$872.0K$1.1M+$214.6K2026-10-08
Kestra Advisory Services, LLC
DECREASED48,25049,705-1,455-3%$1.1M$1.1M-$43.3K2026-11-02
King Luther Capital Management Corp
UNCHANGED46,06546,06500%$1.0M$1.0M-$10.6K2026-11-05
Atwater Malick LLC
INCREASED41,93640,896+1,040+3%$905.4K$918.8K+$13.4K2026-10-15
Merit Financial Group, LLC
INCREASED40,47432,889+7,585+23%$728.2K$886.8K+$158.6K2026-11-06
Prosperity Planning, Inc.
INCREASED39,24834,851+4,397+13%$771.6K$859.9K+$88.3K2026-10-09
Barrett & Company, Inc.
DECREASED38,11738,629-512-1%$855.2K$835.1K-$20.1K2026-10-22
Lido Advisors, LLC
INCREASED37,19633,512+3,684+11%$746.6K$819.5K+$72.9K2026-11-04
Duncker Streett & Co Inc
INCREASED37,05436,707+347+1%$812.7K$811.8K-$8562026-10-27
Riverchase Wealth Management, LLC
INCREASED36,45429,788+6,666+22%$659.5K$798.7K+$139.2K2026-10-28
Straight Path Wealth Management
INCREASED33,97032,322+1,648+5%$715.6K$744.3K+$28.7K2026-10-23
Harbour Investments, Inc.
INCREASED32,69932,364+335+1%$716.5K$716.4K-$1142026-11-09
TFO Wealth Partners, LLC
NEW31,710—+31,710——$694.8K—2026-11-09
Mendota Financial Group, LLC
INCREASED31,49331,198+295+1%$690.7K$690.0K-$7272026-10-07
Wealth Advisory Solutions, LLC
INCREASED28,71428,552+162+1%$632.1K$629.1K-$3.0K2026-10-20
Modera Wealth Management, LLC
UNCHANGED27,96427,96400%$619.1K$612.7K-$6.4K2026-10-28
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED27,63527,63500%$611.8K$605.5K-$6.4K2026-11-02
Mission Wealth Management, LP
DECREASED25,55526,773-1,218-5%$592.8K$559.9K-$32.8K2026-10-15
Connecticut Wealth Management, LLC
INCREASED24,92211,297+13,625+121%$250.1K$546.0K+$295.9K2026-10-13
Fifth Third Bancorp
INCREASED24,91324,065+848+4%$532.8K$545.8K+$13.0K2026-11-05
Keeler Thomas Management LLC
INCREASED24,78623,517+1,269+5%$520.7K$543.1K+$22.4K2026-10-29
Grant Street Asset Management, Inc.
INCREASED24,69824,467+231+1%$541.7K$541.1K-$5712026-10-26
Chris Bulman Inc
DECREASED24,61124,939-328-1%$552.2K$539.2K-$12.9K2026-10-20
Opus Capital Group, LLC
INCREASED23,99615,830+8,166+52%$350.0K$526.0K+$176.0K2026-10-30
Tableaux LLC
DECREASED22,81825,131-2,313-9%$556.4K$499.9K-$56.5K2026-10-23
Penobscot Investment Management Company, Inc.
DECREASED21,715106,465-84,750-80%$2.4M$475.8K-$1.9M2026-10-26
KPP Advisory Services LLC
INCREASED20,00014,240+5,760+40%$315.3K$438.2K+$122.9K2026-10-26
Yoder Wealth Management, Inc.
INCREASED19,42514,470+4,955+34%$320.4K$425.6K+$105.2K2026-10-13
Chesley Taft & Associates LLC
NEW19,400—+19,400——$425.1K—2026-10-13
Jacobi Capital Management LLC
INCREASED18,95418,837+117+1%$417.1K$415.3K-$1.8K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED18,63725,152-6,515-26%$556.9K$408.3K-$148.5K2026-11-06
Avidian Wealth Enterprises, LLC
DECREASED18,60719,975-1,368-7%$442.2K$407.7K-$34.6K2026-10-08
Beacon Financial Planning, Inc
INCREASED18,18518,077+108+1%$400.2K$398.4K-$1.8K2026-11-04
Rossmore Private Capital
NEW18,100—+18,100——$396.6K—2026-10-27
Towne Trust Company, N.a
INCREASED18,09514,695+3,400+23%$325.3K$396.5K+$71.1K2026-10-28
Stonebridge Financial Group, LLC
NEW18,075—+18,075——$396.0K—2026-10-01
Money Concepts Capital Corp
NEW18,059—+18,059——$395.7K—2026-11-06
Smithbridge Asset Management Inc
UNCHANGED18,00018,00000%$398.5K$394.4K-$4.1K2026-10-19
Pinnacle Bancorp, Inc.
INCREASED17,97116,163+1,808+11%$357.8K$393.7K+$35.9K2026-10-21
Walleye Partners, LLC
INCREASED17,47717,423+54+0%$385.7K$382.9K-$2.8K2026-10-13
Kestra Investment Management, LLC
INCREASED16,58216,580+2+0%$367.1K$363.3K-$3.8K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED16,28117,839-1,558-9%$395.0K$356.7K-$38.2K2026-10-20
DecisionMap Wealth Management, LLC
UNCHANGED16,24916,24900%$359.8K$356.0K-$3.7K2026-10-29
Mlp3, LLC
INCREASED16,19111,032+5,159+47%$244.3K$354.8K+$110.5K2026-10-22
XY Planning Network, Inc.
INCREASED15,82010,628+5,192+49%$235.3K$346.6K+$111.3K2026-10-14
Trinity Wealth Management, LLC
UNCHANGED15,38715,38700%$340.7K$337.1K-$3.5K2026-10-13
Apollon Wealth Management, LLC
NEW15,275—+15,275——$334.7K—2026-10-23
Midland Wealth Advisors, LLC
NEW15,082—+15,082——$330.4K—2026-10-26
Single Point Partners, LLC
UNCHANGED14,99614,99600%$332.0K$328.6K-$3.4K2026-10-19
High Note Wealth, LLC
UNCHANGED14,96114,96100%$331.2K$327.8K-$3.4K2026-10-27
Farther Finance Advisors, LLC
INCREASED14,7086,785+7,923+117%$150.2K$322.2K+$172.0K2026-10-08
CFS Investment Advisory Services, LLC
DECREASED14,25114,333-82-1%$316.6K$312.0K-$4.7K2026-10-19
Old Mission Investment Co LLC
INCREASED14,10113,696+405+3%$303.2K$309.0K+$5.7K2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED14,04814,094-460%$312.0K$307.8K-$4.3K2026-10-19
Simplicity Wealth,LLC
NEW14,012—+14,012——$307.0K—2026-10-23
Schmidt P J Investment Management Inc
INCREASED13,47613,452+24+0%$297.8K$295.3K-$2.6K2026-11-02
Alterna Wealth Management, Inc
UNCHANGED13,37813,37800%$296.2K$293.1K-$3.1K2026-10-27
Milestone Asset Management, LLC
INCREASED13,31112,570+741+6%$278.3K$291.6K+$13.3K2026-10-15
Level Four Advisory Services, LLC
INCREASED13,22512,817+408+3%$283.8K$289.8K+$6.0K2026-11-06
Raab & Moskowitz Asset Management LLC
INCREASED12,94412,746+198+2%$282.2K$283.6K+$1.4K2026-11-02
Blue Square Asset Management, LLC
INCREASED12,77811,643+1,135+10%$257.8K$280.0K+$22.2K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED12,74612,739+7+0%$282.0K$279.3K-$2.8K2026-10-20
Alamar Capital Management, LLC
UNCHANGED12,70012,70000%$281.2K$278.3K-$2.9K2026-11-02
Aspen Private Advisors, LLC
NEW11,500—+11,500——$252.0K—2026-10-27
Cambridge Financial Group, LLC
UNCHANGED11,49811,49800%$254.6K$254.6K$02026-10-06
Highland Financial Advisors, LLC
UNCHANGED11,43011,43000%$253.1K$250.4K-$2.6K2026-10-19
McGuire Investment Group, LLC
DECREASED11,23512,704-1,469-12%$281.3K$246.2K-$35.1K2026-10-23
Paladin Wealth, LLC
NEW11,175—+11,175——$244.8K—2026-10-23
United Community Bank
UNCHANGED11,07011,07000%$245.1K$242.5K-$2.5K2026-10-28
Commonwealth Financial Services, LLC
DECREASED11,00411,222-218-2%$248.5K$241.1K-$7.4K2026-10-20
Guidance Point Advisors, LLC
INCREASED10,81710,803+14+0%$239.2K$237.0K-$2.2K2026-10-15
Visionary Wealth Advisors
DECREASED10,62510,921-296-3%$241.8K$232.8K-$9.0K2026-11-04
Alessandra Capital Management, LLC
UNCHANGED10,60010,60000%$234.7K$232.2K-$2.4K2026-10-30
OAK Family Advisors, LLC
DECREASED10,371199,346-188,975-95%$4.4M$227.2K-$4.2M2026-10-19
Autumn Glory Partners, LLC
DECREASED10,34916,478-6,129-37%$364.8K$226.7K-$138.1K2026-10-26
Conrad Siegel Investment Advisors, Inc.
INCREASED10,22510,102+123+1%$223.6K$224.0K+$3812026-10-08
Phillips Financial Management, LLC
INCREASED8,5798,473+106+1%$187.6K$188.0K+$3742026-10-19
Concord Wealth Partners
NEW6,984—+6,984——$153.0K—2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED6,0406,04000%$133.7K$132.3K-$1.4K2026-10-15
Key FInancial Inc
UNCHANGED4,8854,88500%$108.2K$107.0K-$1.1K2026-11-02
CNB Bank
UNCHANGED4,4394,43900%$98.3K$97.3K-$1.0K2026-11-09
First Premier Bank
UNCHANGED3,0763,07600%$68$67.0K+$66.9K2026-10-13
US Bancorp \de\
UNCHANGED3,0503,05000%$67.5K$66.8K-$7012026-11-05
NBH Bank
UNCHANGED2,7732,77300%$61.4K$60.8K-$6382026-11-05
Laurel Wealth Advisors LLC
NEW2,650—+2,650——$58.1K—2026-10-27
Hara Capital LLC
UNCHANGED2,6432,64300%$58.5K$57.9K-$6082026-10-30
Wilmington Savings Fund Society, FSB
NEW2,500—+2,500——$54.8K—2026-10-23
IFG Advisory, LLC
UNCHANGED2,4002,40000%$53.1K$52.6K-$5512026-11-09
Bessemer Group Inc
NEW2,399—+2,399——$53—2026-11-09
Ashton Thomas Securities, LLC
NEW2,280—+2,280——$50.0K—2026-10-26
Blue Trust, Inc.
UNCHANGED2,1272,12700%$47.1K$46.6K-$4892026-10-15
Mascoma Wealth Management LLC
UNCHANGED1,9851,98500%$43.9K$43.5K-$4562026-10-23
Clearstead Trust, LLC
INCREASED1,8701,329+541+41%$29.4K$41.0K+$11.5K2026-11-06
Bank of Montreal
DECREASED1,7612,298-537-23%$50.9K$38.6K-$12.3K2026-11-09
Ascentis Independent Advisors
NEW1,500—+1,500——$32.9K—2026-11-03
Geneos Wealth Management Inc.
NEW1,370—+1,370——$30.0K—2026-11-09
Clearstead Advisors, LLC
NEW1,165—+1,165——$25.5K—2026-11-06
Private Trust Co NA
UNCHANGED1,1621,16200%$25.7K$25.5K-$2682026-10-20
Clayton Financial Group LLC
NEW956—+956——$20.9K—2026-10-13
Old Second National Bank of Aurora
UNCHANGED91391300%$20.2K$20.0K-$2102026-10-22
Robbins Farley
UNCHANGED91291200%$20.2K$20.0K-$2102026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED68068000%$15.1K$14.9K-$1562026-10-30
Gilpin Wealth Management, LLC
UNCHANGED37937900%$8.4K$8.3K-$882026-10-09
Birch Financial Group, LLC
NEW157—+157——$3.4K—2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED636300%$1.4K$1.4K-$152026-11-06
Larson Financial Group LLC
UNCHANGED535300%$1.2K$1.2K-$122026-11-05
AlphaCore Capital LLC
INCREASED5251+1+2%$1.1K$1.1K-$12026-11-04
CGN Advisors LLC
CLOSED010,628-10,628-100%$235.3K$0-$235.3K2026-10-21
Mather Group, Llc.
CLOSED07,639-7,639-100%$169.1K$0-$169.1K2026-10-14
MCF Advisors LLC
CLOSED02,257-2,257-100%$50.0K$0-$50.0K2026-10-28
Compass Financial Management LLC
CLOSED0715-715-100%$15.8K$0-$15.8K2026-10-30
Lanark Financial, Inc.
CLOSED026-26-100%$575$0-$5752026-10-26
Morgan Stanley
N/A—3,471,206-3,471,206-100%$76.9M———
Focus Partners Wealth
N/A—3,426,968-3,426,968-100%$75.9M———
Bank of America Corp
N/A—3,057,130-3,057,130-100%$67.7M———
Stratos Wealth Advisors, LLC
N/A—2,769,082-2,769,082-100%$61.3M———
Mercer Global Advisors Inc
N/A—2,638,111-2,638,111-100%$58.4M———
Wells Fargo & Company
N/A—1,914,158-1,914,158-100%$42.4M———
Arax Advisory Partners
N/A—1,889,290-1,889,290-100%$41.8M———
Raymond James Financial Inc
N/A—1,822,459-1,822,459-100%$40.3M———
UBS Group AG
N/A—1,381,039-1,381,039-100%$30.6M———
Envestnet Asset Management Inc
N/A—1,340,234-1,340,234-100%$29.7M———
United Capital Financial Advisors, LLC
N/A—1,264,630-1,264,630-100%$28.0M———
BlackRock, Inc.
N/A—1,194,096-1,194,096-100%$26.4M———
HM Payson & Co
N/A—1,184,748-1,184,748-100%$26.2M———
Stratos Wealth Partners, Ltd.
N/A—1,039,854-1,039,854-100%$23.0M———
Integrated Wealth Concepts LLC
N/A—966,839-966,839-100%$21.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—829,783-829,783-100%$18.4M———
Ameriprise Financial Inc
N/A—804,732-804,732-100%$17.8M———
OneAscent Financial Services LLC
N/A—775,624-775,624-100%$17.2M———
Stifel Financial Corp
N/A—557,388-557,388-100%$12.3M———
Royal Bank of Canada
N/A—541,584-541,584-100%$12.0M———
Wealth Management Strategies, Inc.
N/A—506,332-506,332-100%$11.2M———
Eight 31 Financial, LLC
N/A—428,466-428,466-100%$9.5M———
Northwestern Mutual Wealth Management Co
N/A—399,155-399,155-100%$8.8M———
NewEdge Advisors, LLC
N/A—392,340-392,340-100%$8.7M———
Osaic Holdings, Inc.
N/A—391,165-391,165-100%$8.7M———
Snowden Capital Advisors LLC
N/A—378,862-378,862-100%$8.4M———
Baird Financial Group, Inc.
N/A—313,944-313,944-100%$7.0M———
Financial Engines Advisors L.L.C.
N/A—300,782-300,782-100%$6.7M———
Janney Montgomery Scott LLC
N/A—294,724-294,724-100%$6.5M———
Boston Family Office LLC
N/A—289,372-289,372-100%$6.4M———
FCA Corp
N/A—228,370-228,370-100%$5.1M———
Global Retirement Partners, LLC
N/A—213,171-213,171-100%$4.7M———
Portland Global Advisors LLC
N/A—175,459-175,459-100%$3.9M———
Sanctuary Advisors, LLC
N/A—157,821-157,821-100%$3.5M———
SCS Capital Management LLC
N/A—129,890-129,890-100%$2.9M———
Cetera Investment Advisers
N/A—121,723-121,723-100%$2.7M———
Captrust Financial Advisors
N/A—114,451-114,451-100%$2.5M———
Transcend Capital Advisors, LLC
N/A—106,150-106,150-100%$2.4M———
Reliant Wealth Planning
N/A—96,139-96,139-100%$2.1M———
MML Investors Services, LLC
N/A—82,059-82,059-100%$1.8M———
Basepoint Wealth LLC
N/A—66,663-66,663-100%$1.5M———
Citadel Advisors LLC
N/A—64,165-64,165-100%$1.4M———
Summitpoint Capital Management
N/A—58,837-58,837-100%$1.3M———
Goldman Sachs Group Inc
N/A—57,366-57,366-100%$1.3M———
Cerity Partners LLC
N/A—51,775-51,775-100%$1.1M———
Mariner, LLC
N/A—40,203-40,203-100%$890.1K———
Lbmc Investment Advisors, LLC
N/A—33,384-33,384-100%$739.1K———
Wealthspire Advisors, LLC
N/A—33,170-33,170-100%$734.4K———
Cary Street Partners Financial LLC
N/A—32,616-32,616-100%$722.1K———
National Bank of Canada
N/A—30,982-30,982-100%$685.6K———
CIBC World Market Inc.
N/A—30,911-30,911-100%$684.4K———
Koss-Olinger Consulting, LLC
N/A—29,001-29,001-100%$642.1K———
Granite Harbor Advisors, Inc.
N/A—28,199-28,199-100%$624.3K———
Independent Advisor Alliance
N/A—27,935-27,935-100%$618.5K———
Black Maple Capital Management LP
N/A—27,250-27,250-100%$603.3K———
Modern Wealth Management, LLC
N/A—26,845-26,845-100%$594.3K———
Element Wealth, LLC
N/A—26,691-26,691-100%$590.9K———
Beacon Pointe Advisors, LLC
N/A—26,621-26,621-100%$589.4K———
AQR Capital Management LLC
N/A—24,865-24,865-100%$550.5K———
Johnson Investment Counsel Inc
N/A—23,155-23,155-100%$512.7K———
Gilbert & Cook, Inc.
N/A—22,110-22,110-100%$489.5K———
Daybright Advisory Services, Inc.
N/A—21,237-21,237-100%$469.2K———
Equitable Holdings, Inc.
N/A—21,225-21,225-100%$469.9K———
Madden Advisory Services, Inc.
N/A—20,662-20,662-100%$457.5K———
Strategic Financial Concepts, LLC
N/A—20,262-20,262-100%$448.6K———
Principal Securities, Inc.
N/A—19,274-19,274-100%$426.7K———
Heartland Bank & Trust Co
N/A—19,209-19,209-100%$425.3K———
CreativeOne Wealth, LLC
N/A—17,409-17,409-100%$385.4K———
Advisory Services Network, LLC
N/A—17,240-17,240-100%$381.7K———
OneDigital Investment Advisors LLC
N/A—16,073-16,073-100%$355.9K———
Crews Bank & Trust
N/A—15,775-15,775-100%$349.3K———
Summit Wealth Partners, LLC
N/A—15,443-15,443-100%$341.9K———
Steward Partners Investment Advisory, LLC
N/A—15,136-15,136-100%$335.1K———
MAI Capital Management
N/A—12,710-12,710-100%$281.4K———
Liberty Wealth Management LLC
N/A—12,656-12,656-100%$282.0K———
Savvy Advisors, Inc.
N/A—12,558-12,558-100%$278.0K———
Vestmark Advisory Solutions, Inc.
N/A—11,656-11,656-100%$258.1K———
Foundations Investment Advisors, LLC
N/A—11,545-11,545-100%$255.6K———
Hanover Advisors Inc
N/A—10,953-10,953-100%$242.5K———
SageView Advisory Group, LLC
N/A—10,154-10,154-100%$224.8K———
World Investment Advisors
N/A—9,632-9,632-100%$214.6K———
Fiduciary Financial Advisors
N/A—7,199-7,199-100%$159.4K———
Hills Bank & Trust Co
N/A—5,402-5,402-100%$119.6K———
Bogart Wealth, LLC
N/A—3,367-3,367-100%$74.5K———
Longview Financial Advisors LLC
N/A—2,542-2,542-100%$56.3K———
Atlantic Union Bankshares Corp
N/A—2,269-2,269-100%$50.2K———
AE Wealth Management LLC
N/A—1,929-1,929-100%$42.7K———
FMR LLC
N/A—1,130-1,130-100%$25.0K———
Logan Capital Management Inc
N/A—306-306-100%$6.8K———
JPMorgan Chase & Co
N/A—7-7-100%$155———
Showing 288 of 288 institutions