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JPMorgan Core Plus Bond ETF (JCPB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HB Wealth Management, LLC
INCREASED
Shares16,136,512 from 15,629,633
Change+506,879 (+3%)
Value$720.0M (-$10.9M)
Filed 2026-10-23
Factory Mutual Insurance Co
UNCHANGED
Shares7,983,314 from 7,983,314
Change0 (0%)
Value$357.5M (-$17.2M)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,545,142 from 5,415,913
Change+129,229 (+2%)
Value$248.3M (-$5.9M)
Filed 2026-10-21
Annex Advisory Services, LLC
NEW
Shares5,008,101
Change+5,008,101
Value$224.3M
Filed 2026-10-16
Legacy Wealth Management, LLC
DECREASED
Shares3,918,429 from 4,057,660
Change-139,231 (-3%)
Value$175.5M (-$15.0M)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares3,303,877 from 3,126,531
Change+177,346 (+6%)
Value$140.1M (+$2.0M)
Filed 2026-10-08
Confluence Wealth Services, Inc.
INCREASED
Shares3,243,227 from 2,367,229
Change+875,998 (+37%)
Value$145.2M (+$34.1M)
Filed 2026-11-05
Summit Financial Strategies, Inc.
INCREASED
Shares3,032,031 from 2,800,552
Change+231,479 (+8%)
Value$135.8M (+$4.3M)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
INCREASED
Shares3,030,531 from 2,903,040
Change+127,491 (+4%)
Value$135.7M (-$561.6K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares2,117,595 from 2,072,548
Change+45,047 (+2%)
Value$94.8M (-$2.5M)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares1,889,648 from 1,936,795
Change-47,147 (-2%)
Value$84.6M (-$6.3M)
Filed 2026-10-21
McAdam, LLC
DECREASED
Shares1,853,615 from 1,973,980
Change-120,365 (-6%)
Value$83.0M (-$9.7M)
Filed 2026-10-21
Hughes Financial Services, LLC
INCREASED
Shares1,740,336 from 1,620,206
Change+120,130 (+7%)
Value$79.1M (+$3.1M)
Filed 2026-10-30
D.B. Root & Company, LLC
INCREASED
Shares1,695,941 from 1,637,457
Change+58,484 (+4%)
Value$75.9M (-$918.0K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares1,680,130 from 1,725,261
Change-45,131 (-3%)
Value$75.2M (-$5.7M)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares1,593,324 from 1,534,156
Change+59,168 (+4%)
Value$71.3M (-$664.2K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares1,581,124 from 1,470,403
Change+110,721 (+8%)
Value$70.8M (+$1.8M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares1,526,551 from 1,483,464
Change+43,087 (+3%)
Value$68.4M (-$1.3M)
Filed 2026-11-02
Wiser Wealth Management, Inc
INCREASED
Shares1,519,365 from 1,314,982
Change+204,383 (+16%)
Value$68.0M (+$6.3M)
Filed 2026-10-14
Grant Street Asset Management, Inc.
DECREASED
Shares1,516,537 from 1,817,615
Change-301,078 (-17%)
Value$67.9M (-$17.4M)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares1,370,180 from 1,333,579
Change+36,601 (+3%)
Value$61.4M (-$761.5K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares1,201,723 from 1,140,151
Change+61,572 (+5%)
Value$53.8M (+$191.0K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,168,211 from 1,328,664
Change-160,453 (-12%)
Value$52.3M (-$9.5M)
Filed 2026-10-13
Harbor Group, Inc.
INCREASED
Shares1,133,372 from 1,094,360
Change+39,012 (+4%)
Value$50.8M (-$616.9K)
Filed 2026-10-14
Destiny Wealth Partners, LLC
INCREASED
Shares1,084,919 from 864,714
Change+220,205 (+25%)
Value$49.3M (+$9.3M)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares982,360 from 876,310
Change+106,050 (+12%)
Value$44.0M (+$2.9M)
Filed 2026-11-03
Voisard Asset Management Group, Inc.
INCREASED
Shares908,274 from 861,280
Change+46,994 (+5%)
Value$40.7M (+$244.0K)
Filed 2026-10-13
Joseph Group Capital Management
INCREASED
Shares903,821 from 862,060
Change+41,761 (+5%)
Value$40.5M (+$8.0K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares827,192 from 805,719
Change+21,473 (+3%)
Value$37.0M (-$778.8K)
Filed 2026-10-08
Aspen Wealth Management LLC
DECREASED
Shares807,724 from 852,446
Change-44,722 (-5%)
Value$36.2M (-$3.8M)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares793,411 from 714,345
Change+79,066 (+11%)
Value$35.5M (+$2.0M)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares775,705 from 692,502
Change+83,203 (+12%)
Value$34.6M (+$2.4M)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares767,815 from 675,324
Change+92,491 (+14%)
Value$34.4M (+$2.7M)
Filed 2026-11-05
Hartford Financial Management Inc.
DECREASED
Shares764,646 from 768,534
Change-3,888 (-1%)
Value$34.2M (-$1.8M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares759,721 from 498,974
Change+260,747 (+52%)
Value$34.0M (+$10.6M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares729,302 from 225,819
Change+503,483 (+223%)
Value$32.7M (+$22.1M)
Filed 2026-10-08
WealthPlan Investment Management, LLC
INCREASED
Shares707,554 from 581,531
Change+126,023 (+22%)
Value$31.7M (+$4.4M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares698,948 from 160,120
Change+538,828 (+337%)
Value$31.3M (+$23.8M)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares686,983 from 658,867
Change+28,116 (+4%)
Value$30.8M (-$164.1K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
DECREASED
Shares667,539 from 710,974
Change-43,435 (-6%)
Value$29.9M (-$3.5M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares653,318 from 618,038
Change+35,280 (+6%)
Value$29.3M (+$244.9K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares652,039 from 589,566
Change+62,473 (+11%)
Value$29.2M (+$1.5M)
Filed 2026-10-28
Kelly Financial Group LLC
DECREASED
Shares644,048 from 686,820
Change-42,772 (-6%)
Value$28.8M (-$3.4M)
Filed 2026-10-16
46 Peaks LLC
DECREASED
Shares642,378 from 643,426
Change-1,048 (0%)
Value$28.8M (-$1.4M)
Filed 2026-11-03
Tarbox Family Office, Inc.
INCREASED
Shares630,169 from 622,035
Change+8,134 (+1%)
Value$28.2M (-$979.3K)
Filed 2026-10-23
Mascoma Wealth Management LLC
INCREASED
Shares621,102 from 600,244
Change+20,858 (+3%)
Value$27.8M (-$362.5K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares587,909 from 531,372
Change+56,537 (+11%)
Value$26.3M (+$1.4M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares571,382 from 305,891
Change+265,491 (+87%)
Value$25.6K (-$14.3M)
Filed 2026-11-02
Shore Point Advisors, LLC
INCREASED
Shares555,556 from 182,935
Change+372,621 (+204%)
Value$24.9M (+$16.3M)
Filed 2026-10-14
Spire Wealth Management
INCREASED
Shares538,626 from 531,055
Change+7,571 (+1%)
Value$24.1M (-$808.0K)
Filed 2026-10-30
Bond & Devick Financial Network, Inc.
INCREASED
Shares533,685 from 480,768
Change+52,917 (+11%)
Value$23.9M (+$1.3M)
Filed 2026-10-23
Fagan Associates, Inc.
INCREASED
Shares511,908 from 484,437
Change+27,471 (+6%)
Value$22.9M (+$183.8K)
Filed 2026-10-13
Peterson Wealth Advisors, LLC
INCREASED
Shares495,070 from 468,994
Change+26,076 (+6%)
Value$22.2M (+$154.7K)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares494,863 from 552,176
Change-57,313 (-10%)
Value$22.2M (-$3.8M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares482,167 from 977,779
Change-495,612 (-51%)
Value$21.6M (-$24.3M)
Filed 2026-10-30
Blue Water Asset Management
INCREASED
Shares474,790 from 465,341
Change+9,449 (+2%)
Value$21.3M (-$582.0K)
Filed 2026-11-04
Selby Wealth Management, LLC
INCREASED
Shares459,185 from 419,253
Change+39,932 (+10%)
Value$20.6M (+$882.6K)
Filed 2026-10-16
Steele Capital Management, Inc.
DECREASED
Shares443,871 from 471,492
Change-27,621 (-6%)
Value$19.9M (-$2.3M)
Filed 2026-11-02
Riverchase Wealth Management, LLC
INCREASED
Shares432,567 from 403,571
Change+28,996 (+7%)
Value$19.4M (+$426.7K)
Filed 2026-10-28
Blume Capital Management, Inc.
INCREASED
Shares429,799 from 286,555
Change+143,244 (+50%)
Value$19.2M (+$5.8M)
Filed 2026-10-26
Royal Harbor Partners, LLC
INCREASED
Shares428,267 from 417,593
Change+10,674 (+3%)
Value$19.2M (-$424.0K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares418,114 from 412,214
Change+5,900 (+1%)
Value$18.7M (-$626.2K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares414,169 from 54,166
Change+360,003 (+665%)
Value$18.5M (+$16.0M)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares411,403 from 31,950
Change+379,453 (+1188%)
Value$18.4M (+$16.9M)
Filed 2026-10-28
BankPlus Wealth Management LLC
INCREASED
Shares377,041 from 371,116
Change+5,925 (+2%)
Value$16.9M (-$536.2K)
Filed 2026-10-13
Financial Partners Group, Inc
INCREASED
Shares370,156 from 352,065
Change+18,091 (+5%)
Value$16.6M (+$49.7K)
Filed 2026-10-19
Sierra Ocean, LLC
INCREASED
Shares362,556 from 261,576
Change+100,980 (+39%)
Value$16.2M (+$4.0M)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares356,124 from 407,138
Change-51,014 (-13%)
Value$15.9M (-$3.2M)
Filed 2026-10-15
Sprinkle Financial Consultants LLC
INCREASED
Shares340,989 from 255,479
Change+85,510 (+33%)
Value$15.3M (+$3.3M)
Filed 2026-10-09
Econ Financial Services Corp
INCREASED
Shares315,729 from 286,248
Change+29,481 (+10%)
Value$14.1M (+$701.9K)
Filed 2026-10-19
FMA Wealth Management, LLC
INCREASED
Shares313,553 from 308,677
Change+4,876 (+2%)
Value$14.0M (-$448.4K)
Filed 2026-10-21
KOM Wealth Management Group, LLC
INCREASED
Shares309,143 from 144,430
Change+164,713 (+114%)
Value$13.8M (+$7.1M)
Filed 2026-10-15
Lawood & Co
INCREASED
Shares305,986 from 292,677
Change+13,309 (+5%)
Value$13.7M (-$36.2K)
Filed 2026-10-09
Acima Private Wealth, LLC
INCREASED
Shares298,268 from 291,629
Change+6,639 (+2%)
Value$13.4M (-$332.6K)
Filed 2026-10-05
Sagespring Wealth Partners, LLC
INCREASED
Shares285,521 from 250,776
Change+34,745 (+14%)
Value$12.8M (+$1.0M)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares284,502 from 286,913
Change-2,411 (-1%)
Value$12.7M (-$727.7K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
INCREASED
Shares281,532 from 214,133
Change+67,399 (+31%)
Value$12.6M (+$2.6M)
Filed 2026-10-21
Greenbush Financial Group, LLC
INCREASED
Shares272,113 from 259,553
Change+12,560 (+5%)
Value$12.2M (+$1.8K)
Filed 2026-10-15
Smithbridge Asset Management Inc
INCREASED
Shares268,949 from 257,075
Change+11,874 (+5%)
Value$12.0M (-$23.6K)
Filed 2026-10-19
Exchange Traded Concepts, LLC
INCREASED
Shares268,721 from 265,724
Change+2,997 (+1%)
Value$12.0M (-$439.8K)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
INCREASED
Shares267,224 from 262,601
Change+4,623 (+2%)
Value$12.0M (-$360.2K)
Filed 2026-10-21
Cooper S Advisors, LLC
DECREASED
Shares264,818 from 322,008
Change-57,190 (-18%)
Value$11.9M (-$3.3M)
Filed 2026-11-03
Trademark Financial Management, LLC
INCREASED
Shares263,856 from 263,023
Change+833 (+0%)
Value$11.8M (-$530.8K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares256,193 from 236,043
Change+20,150 (+9%)
Value$11.5M (+$595.5K)
Filed 2026-10-26
Landmark Wealth Management, LLC
INCREASED
Shares255,177 from 246,133
Change+9,044 (+4%)
Value$11.4M (-$126.7K)
Filed 2026-11-03
Floyd Financial Group LLC
INCREASED
Shares254,372 from 253,334
Change+1,038 (+0%)
Value$11.4M (-$371.5K)
Filed 2026-10-28
Merited Wealth, LLC
INCREASED
Shares253,781 from 192,594
Change+61,187 (+32%)
Value$11.4M (+$2.3M)
Filed 2026-10-13
MBL Wealth, LLC
DECREASED
Shares246,431 from 290,410
Change-43,979 (-15%)
Value$11.0M (-$2.6M)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares245,486 from 286,118
Change-40,632 (-14%)
Value$11.0M (-$2.4M)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
INCREASED
Shares244,552 from 243,056
Change+1,496 (+1%)
Value$11.0M (-$458.0K)
Filed 2026-11-02
Embree Financial Group
INCREASED
Shares242,041 from 229,714
Change+12,327 (+5%)
Value$10.8M (+$55.8K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares224,070 from 195,359
Change+28,711 (+15%)
Value$10.0M (+$863.7K)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares222,578 from 216,414
Change+6,164 (+3%)
Value$10.0M (-$191.5K)
Filed 2026-11-05
Cedar Point Capital Partners, LLC
DECREASED
Shares211,654 from 215,088
Change-3,434 (-2%)
Value$9.5M (-$618.4K)
Filed 2026-10-29
Whitegate Investment Counselors, Inc.
INCREASED
Shares207,476 from 199,581
Change+7,895 (+4%)
Value$9.3M (-$77.5K)
Filed 2026-11-02
Keudell ison Wealth Management
NEW
Shares205,546
Change+205,546
Value$9.2M
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares197,127 from 203,913
Change-6,786 (-3%)
Value$8.8M (-$744.4K)
Filed 2026-10-22
WealthPLAN Partners, LLC
INCREASED
Shares179,897 from 124,686
Change+55,211 (+44%)
Value$8.1M (+$2.2M)
Filed 2026-10-15
Base Wealth Management LLC
INCREASED
Shares179,453 from 179,326
Change+127 (+0%)
Value$8.0M (-$381.7K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
INCREASED
Shares171,980 from 151,302
Change+20,678 (+14%)
Value$7.7M (+$599.1K)
Filed 2026-10-26
MN Wealth Advisors, LLC
INCREASED
Shares170,228 from 168,420
Change+1,808 (+1%)
Value$7.6M (-$282.8K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares163,077 from 156,796
Change+6,281 (+4%)
Value$7.3M (-$57.4K)
Filed 2026-10-23
Alpine Bank Wealth Management
DECREASED
Shares161,218 from 277,752
Change-116,534 (-42%)
Value$7.2M (-$5.8M)
Filed 2026-10-16
Tableaux LLC
INCREASED
Shares158,241 from 155,913
Change+2,328 (+1%)
Value$7.1M (-$232.5K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares156,168 from 131,655
Change+24,513 (+19%)
Value$7.0M (+$813.3K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares150,459 from 146,474
Change+3,985 (+3%)
Value$6.7M (-$137.9K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
INCREASED
Shares140,471 from 135,075
Change+5,396 (+4%)
Value$6.3M (-$50.1K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares136,011 from 192,851
Change-56,840 (-29%)
Value$6.1M (-$3.0M)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
INCREASED
Shares131,674 from 110,914
Change+20,760 (+19%)
Value$5.9M (+$690.1K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares131,543 from 126,799
Change+4,744 (+4%)
Value$5.9M (-$61.4K)
Filed 2026-11-05
Philip James Wealth Mangement, LLC
DECREASED
Shares122,425 from 122,908
Change-483 (0%)
Value$5.5M (-$287.1K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares118,565 from 121,303
Change-2,738 (-2%)
Value$5.3M (-$384.6K)
Filed 2026-10-30
Precedent Wealth Partners, LLC
NEW
Shares111,550
Change+111,550
Value$5.0M
Filed 2026-10-21
James J. Burns & Company, LLC
INCREASED
Shares111,246 from 102,838
Change+8,408 (+8%)
Value$5.0M (+$154.3K)
Filed 2026-10-22
Mayfair Advisory Group, LLC
INCREASED
Shares110,071 from 100,156
Change+9,915 (+10%)
Value$4.9M (+$299.8K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares108,714 from 100,807
Change+7,907 (+8%)
Value$4.9M (+$136.3K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares108,674 from 174,056
Change-65,382 (-38%)
Value$4.9M (-$3.3M)
Filed 2026-10-14
Wesbanco Bank Inc
DECREASED
Shares105,925 from 142,700
Change-36,775 (-26%)
Value$4.7M (-$2.0M)
Filed 2026-11-04
Bluedoor Private Wealth, LLC
INCREASED
Shares103,137 from 102,979
Change+158 (+0%)
Value$4.6M (-$215.4K)
Filed 2026-11-05
Stewardship Concepts Financial Services LLC
INCREASED
Shares98,914 from 84,939
Change+13,975 (+16%)
Value$4.4M (+$442.4K)
Filed 2026-10-06
Indivisible Partners
INCREASED
Shares98,869 from 96,062
Change+2,807 (+3%)
Value$4.4M (-$81.8K)
Filed 2026-10-26
Islay Capital Management, LLC
INCREASED
Shares91,974 from 82,197
Change+9,777 (+12%)
Value$4.1M (+$260.2K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares87,232 from 90,477
Change-3,245 (-4%)
Value$3.9M (-$340.8K)
Filed 2026-11-02
United Community Bank
INCREASED
Shares85,349 from 70,569
Change+14,780 (+21%)
Value$3.8M (+$509.4K)
Filed 2026-10-28
Capital Planning LLC
INCREASED
Shares81,919 from 81,553
Change+366 (+0%)
Value$3.7M (-$159.8K)
Filed 2026-10-09
Lionsbridge Wealth Management LLC
DECREASED
Shares73,051 from 74,826
Change-1,775 (-2%)
Value$3.3M (-$241.1K)
Filed 2026-10-26
Patten Group, Inc.
DECREASED
Shares72,780 from 94,013
Change-21,233 (-23%)
Value$3.3M (-$1.2M)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED
Shares72,661 from 62,298
Change+10,363 (+17%)
Value$3.3M (+$329.5K)
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
INCREASED
Shares69,930 from 50,655
Change+19,275 (+38%)
Value$3.1M (+$753.7K)
Filed 2026-10-30
Saxony Capital Management, LLC
INCREASED
Shares69,836 from 66,785
Change+3,051 (+5%)
Value$3.1M (-$7.6K)
Filed 2026-10-15
Towne Trust Company, N.a
INCREASED
Shares67,662 from 62,084
Change+5,578 (+9%)
Value$3.0M (+$115.7K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares67,249 from 56,687
Change+10,562 (+19%)
Value$3.0M (+$350.5K)
Filed 2026-10-16
Whipplewood Advisors, LLC
NEW
Shares66,187
Change+66,187
Value$3.0M
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares64,330 from 62,248
Change+2,082 (+3%)
Value$2.9M (-$41.2K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares64,259 from 73,946
Change-9,687 (-13%)
Value$2.9M (-$593.5K)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares63,329 from 39,148
Change+24,181 (+62%)
Value$2.8M (+$998.3K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares62,923 from 63,693
Change-770 (-1%)
Value$2.8M (-$172.1K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares62,100 from 61,524
Change+576 (+1%)
Value$2.8M (-$107.1K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares59,239 from 54,315
Change+4,924 (+9%)
Value$2.7M (+$103.2K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
DECREASED
Shares54,519 from 55,401
Change-882 (-2%)
Value$2.4M (-$159.2K)
Filed 2026-10-20
Autumn Glory Partners, LLC
DECREASED
Shares53,590 from 53,651
Change-61 (0%)
Value$2.4M (-$118.6K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares53,294 from 52,618
Change+676 (+1%)
Value$2.4M (-$83.4K)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
DECREASED
Shares52,575 from 53,225
Change-650 (-1%)
Value$2.4M (-$144.0K)
Filed 2026-11-05
Boyum Wealth Architects LLC
DECREASED
Shares51,756 from 63,897
Change-12,141 (-19%)
Value$2.3M (-$653.7K)
Filed 2026-10-06
Krilogy Financial LLC
INCREASED
Shares51,221 from 43,303
Change+7,918 (+18%)
Value$2.3M (+$261.1K)
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares47,514
Change+47,514
Value$2.1M
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares47,066 from 46,553
Change+513 (+1%)
Value$2.1M (-$77.6K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
DECREASED
Shares46,664 from 46,897
Change-233 (0%)
Value$2.1M (-$111.7K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares44,887 from 13,309
Change+31,578 (+237%)
Value$2.0M (+$1.4M)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares43,177 from 37,603
Change+5,574 (+15%)
Value$1.9M (+$168.4K)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares43,034 from 30,236
Change+12,798 (+42%)
Value$1.9M (+$507.8K)
Filed 2026-10-14
Catalyst Investment Management LLC
NEW
Shares42,802
Change+42,802
Value$1.9M
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares42,705 from 38,996
Change+3,709 (+10%)
Value$1.9M (+$85.3K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares40,813
Change+40,813
Value$1.8M
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
DECREASED
Shares39,903 from 41,786
Change-1,883 (-5%)
Value$1.8M (-$174.6K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares38,036 from 34,224
Change+3,812 (+11%)
Value$1.7M (+$127.9K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares37,515 from 34,822
Change+2,693 (+8%)
Value$1.7M (+$45.4K)
Filed 2026-10-23
TopTier Wealth Management, LLC
INCREASED
Shares37,161 from 35,830
Change+1,331 (+4%)
Value$1.7M (-$17.8K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
DECREASED
Shares36,928 from 38,841
Change-1,913 (-5%)
Value$1.7M (-$169.6K)
Filed 2026-10-05
D'Orazio & Associates, Inc.
INCREASED
Shares35,986 from 18,172
Change+17,814 (+98%)
Value$1.6M (+$758.5K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
INCREASED
Shares34,603 from 21,623
Change+12,980 (+60%)
Value$1.5M (+$534.5K)
Filed 2026-10-29
Obsidian CIO, LLC
INCREASED
Shares34,193 from 2,505
Change+31,688 (+1265%)
Value$1.5M (+$1.4M)
Filed 2026-11-05
John W. Brooker & Co., CPAs
DECREASED
Shares32,979 from 41,834
Change-8,855 (-21%)
Value$1.5M (-$486.9K)
Filed 2026-10-21
Jm2 Capital Inc.
INCREASED
Shares32,329 from 30,709
Change+1,620 (+5%)
Value$1.4M (+$6.2K)
Filed 2026-10-14
Emerald Advisors, LLC
DECREASED
Shares31,727 from 38,783
Change-7,056 (-18%)
Value$1.4M (-$399.7K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares29,234 from 27,093
Change+2,141 (+8%)
Value$281.0K (-$150.8K)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares28,833 from 27,630
Change+1,203 (+4%)
Value$1.3M (+$20.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares28,833 from 27,630
Change+1,203 (+4%)
Value$1.3M (+$20.6K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
INCREASED
Shares28,795 from 27,695
Change+1,100 (+4%)
Value$1.3M (-$10.6K)
Filed 2026-10-27
Nolet Wealth Management, LLC
INCREASED
Shares28,504 from 28,444
Change+60 (+0%)
Value$1.3M (-$58.8K)
Filed 2026-10-15
Park Avenue Securities LLC
NEW
Shares28,137
Change+28,137
Value$1.3K
Filed 2026-10-26
Retirement Guys Formula LLC
DECREASED
Shares28,088 from 28,286
Change-198 (-1%)
Value$1.3M (-$70.0K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares27,775 from 28,329
Change-554 (-2%)
Value$1.2M (-$86.0K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED
Shares27,138 from 8,678
Change+18,460 (+213%)
Value$1.2M (+$807.9K)
Filed 2026-10-05
CRA Financial Services, LLC
DECREASED
Shares27,128 from 31,440
Change-4,312 (-14%)
Value$1.2M (-$261.0K)
Filed 2026-10-16
DeLarme Wealth Management, Inc.
DECREASED
Shares27,109 from 32,040
Change-4,931 (-15%)
Value$1.2M (-$290.0K)
Filed 2026-10-30
Independent Wealth Network Inc.
INCREASED
Shares27,066 from 24,637
Change+2,429 (+10%)
Value$1.2M (+$55.6K)
Filed 2026-10-19
Trust Co
INCREASED
Shares26,640 from 16,429
Change+10,211 (+62%)
Value$1.2M (+$421.8K)
Filed 2026-10-09
Elevation Wealth Management LLC
INCREASED
Shares26,598 from 26,371
Change+227 (+1%)
Value$1.2M (-$46.8K)
Filed 2026-11-02
Five Oceans Advisors
INCREASED
Shares26,382 from 10,937
Change+15,445 (+141%)
Value$1.2M (+$668.0K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares25,344 from 20,028
Change+5,316 (+27%)
Value$1.1M (+$194.8K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
INCREASED
Shares24,853 from 23,592
Change+1,261 (+5%)
Value$1.1M (+$5.5K)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
DECREASED
Shares24,642 from 24,759
Change-117 (0%)
Value$1.1M (-$58.7K)
Filed 2026-10-27
Unique Wealth, LLC
INCREASED
Shares24,052 from 19,178
Change+4,874 (+25%)
Value$1.1M (+$176.8K)
Filed 2026-10-16
Rudd Co d/b/a Styre Wealth
NEW
Shares23,722
Change+23,722
Value$1.1M
Filed 2026-10-29
Pearl Planning LLC
NEW
Shares22,850
Change+22,850
Value$1.0M
Filed 2026-10-13
Comprehensive Wealth Management, LLC
INCREASED
Shares21,757 from 21,231
Change+526 (+2%)
Value$974.3K (-$22.3K)
Filed 2026-11-02
Fermata Advisors, LLC
NEW
Shares21,543
Change+21,543
Value$964.7K
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares21,334 from 21,617
Change-283 (-1%)
Value$955.3K (-$59.4K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares21,236 from 21,210
Change+26 (+0%)
Value$951.0K (-$44.6K)
Filed 2026-10-21
Venture Visionary Partners LLC
NEW
Shares20,378
Change+20,378
Value$912.6K
Filed 2026-10-07
First Citizens Financial Corp
DECREASED
Shares20,053 from 21,561
Change-1,508 (-7%)
Value$898.0K (-$114.1K)
Filed 2026-10-02
USAdvisors Wealth Management, LLC
DECREASED
Shares18,996 from 19,796
Change-800 (-4%)
Value$850 (-$928.2K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares18,987 from 18,399
Change+588 (+3%)
Value$850.2K (-$13.4K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares18,365 from 67,129
Change-48,764 (-73%)
Value$822.4K (-$2.3M)
Filed 2026-10-21
Oak Barrel Wealth Advisory LLC
DECREASED
Shares18,206 from 50,149
Change-31,943 (-64%)
Value$815.3K (-$1.5M)
Filed 2026-11-05
First Hawaiian Bank
NEW
Shares17,952
Change+17,952
Value$803.9K
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares17,709 from 15,885
Change+1,824 (+11%)
Value$793.0K (+$47.3K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares17,560 from 27,610
Change-10,050 (-36%)
Value$786.3K (-$509.7K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares17,223 from 19,126
Change-1,903 (-10%)
Value$771.2K (-$126.6K)
Filed 2026-10-23
Aegis Wealth Management, Inc.
INCREASED
Shares17,001 from 14,054
Change+2,947 (+21%)
Value$761.3K (+$101.6K)
Filed 2026-10-26
Carmel Capital Partners, LLC
INCREASED
Shares16,772 from 15,197
Change+1,575 (+10%)
Value$751.1K (+$37.7K)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
DECREASED
Shares16,697 from 29,098
Change-12,401 (-43%)
Value$747.7K (-$618.2K)
Filed 2026-10-16
Friday Financial
NEW
Shares15,927
Change+15,927
Value$711.0K
Filed 2026-10-09
Richmond Investment Services, LLC
INCREASED
Shares15,727 from 15,367
Change+360 (+2%)
Value$704.2K (-$17.1K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
INCREASED
Shares15,390 from 14,912
Change+478 (+3%)
Value$689.2K (-$10.8K)
Filed 2026-10-22
Emergent Wealth Advisors, LLC
INCREASED
Shares15,094 from 14,790
Change+304 (+2%)
Value$675.9K (-$18.3K)
Filed 2026-10-09
Ballast Financial Advisors LLC
DECREASED
Shares15,066 from 15,965
Change-899 (-6%)
Value$674.6K (-$74.8K)
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares14,939 from 14,402
Change+537 (+4%)
Value$669.0K (-$7.0K)
Filed 2026-10-08
Mainsail Financial Group, LLC
DECREASED
Shares14,932 from 18,744
Change-3,812 (-20%)
Value$668.7K (-$211.2K)
Filed 2026-10-23
First American Bank
INCREASED
Shares14,854 from 11,285
Change+3,569 (+32%)
Value$665.2K (+$135.4K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
NEW
Shares14,758
Change+14,758
Value$660.9K
Filed 2026-10-20
Layline Advisors, LLC
INCREASED
Shares14,597 from 8,488
Change+6,109 (+72%)
Value$653.7K (+$255.2K)
Filed 2026-11-02
Detalus Advisors, LLC
NEW
Shares14,145
Change+14,145
Value$633.4K
Filed 2026-10-15
Kellett Wealth Advisors, LLC
DECREASED
Shares13,761 from 155,502
Change-141,741 (-91%)
Value$616.2K (-$6.7M)
Filed 2026-10-15
Chapin Davis, Inc.
DECREASED
Shares13,323 from 13,623
Change-300 (-2%)
Value$596.6K (-$42.9K)
Filed 2026-10-09
Balance Wealth Partners LLC
DECREASED
Shares12,726 from 13,347
Change-621 (-5%)
Value$569.9K (-$56.6K)
Filed 2026-10-27
Uptick Partners, LLC
INCREASED
Shares11,763 from 11,515
Change+248 (+2%)
Value$526.8K (-$13.8K)
Filed 2026-11-04
MSH Capital Advisors LLC
INCREASED
Shares11,113 from 10,231
Change+882 (+9%)
Value$497.6K (+$17.4K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
INCREASED
Shares11,046 from 9,407
Change+1,639 (+17%)
Value$494.7K (+$53.1K)
Filed 2026-10-14
Ledyard National Bank
NEW
Shares10,975
Change+10,975
Value$491.5K
Filed 2026-10-21
Citizens Financial Group Inc
NEW
Shares10,829
Change+10,829
Value$484.9K
Filed 2026-10-23
BAM Wealth Management, LLC
INCREASED
Shares10,645 from 9,851
Change+794 (+8%)
Value$476.7K (+$14.3K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares10,465 from 10,061
Change+404 (+4%)
Value$468.6K (-$3.6K)
Filed 2026-10-15
Brindle & Bay Financial Advisors, LLC
NEW
Shares10,262
Change+10,262
Value$459.5K
Filed 2026-10-15
Enclave Advisors LLC
NEW
Shares10,253
Change+10,253
Value$459.1K
Filed 2026-10-14
Bensler, LLC
NEW
Shares10,099
Change+10,099
Value$452.3K
Filed 2026-11-05
Plancorp, LLC
NEW
Shares10,005
Change+10,005
Value$456.2K
Filed 2026-11-03
Elm3 Financial Group, LLC
INCREASED
Shares9,772 from 8,978
Change+794 (+9%)
Value$437.6K (+$16.2K)
Filed 2026-10-07
Choreo, LLC
INCREASED
Shares8,882 from 8,841
Change+41 (+0%)
Value$397.7K (-$17.3K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
NEW
Shares8,600
Change+8,600
Value$385.1K
Filed 2026-11-04
Summit Wealth Group LLC / Co
UNCHANGED
Shares8,087 from 8,087
Change0 (0%)
Value$362.1K (-$17.5K)
Filed 2026-10-29
Skyline Advisors, Inc.
INCREASED
Shares8,045 from 5,978
Change+2,067 (+35%)
Value$360.3K (+$79.6K)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares7,986 from 7,929
Change+57 (+1%)
Value$357.6K (-$14.6K)
Filed 2026-10-20
Quantum Financial Planning Services, Inc.
INCREASED
Shares7,959 from 6,420
Change+1,539 (+24%)
Value$356.4K (+$55.0K)
Filed 2026-10-14
RFG Advisory, LLC
NEW
Shares7,593
Change+7,593
Value$340.0K
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares7,577 from 6,905
Change+672 (+10%)
Value$339.3K (+$15.1K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares7,467 from 297
Change+7,170 (+2414%)
Value$334.4K (+$320.4K)
Filed 2026-10-16
Stonehearth Capital Management, LLC
DECREASED
Shares7,341 from 7,434
Change-93 (-1%)
Value$328.7K (-$20.2K)
Filed 2026-10-13
Semus Wealth Partners LLC
INCREASED
Shares7,152 from 6,849
Change+303 (+4%)
Value$320.3K (-$1.2K)
Filed 2026-10-22
Defined Wealth Management, LLC
INCREASED
Shares6,117 from 5,120
Change+997 (+19%)
Value$273.9K (+$33.6K)
Filed 2026-10-19
Carolina Wealth Management Inc
DECREASED
Shares6,045 from 6,458
Change-413 (-6%)
Value$270.7K (-$32.5K)
Filed 2026-10-29
Plan Group Financial, LLC
DECREASED
Shares5,934 from 7,501
Change-1,567 (-21%)
Value$267.3K (-$84.7K)
Filed 2026-10-22
New Wave Wealth Advisors LLC
INCREASED
Shares5,851 from 5,761
Change+90 (+2%)
Value$262.2K (-$8.3K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$252.9K (-$12.2K)
Filed 2026-10-16
Putney Financial Group LLC
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$244.7K (-$11.8K)
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares5,446 from 4,442
Change+1,004 (+23%)
Value$243.9K (+$35.4K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
UNCHANGED
Shares5,330 from 5,330
Change0 (0%)
Value$238.7K (-$11.5K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares5,212 from 5,437
Change-225 (-4%)
Value$233.4K (-$21.8K)
Filed 2026-10-28
Vise Technologies, Inc.
NEW
Shares5,034
Change+5,034
Value$225.4K
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares5,000 from 7,578
Change-2,578 (-34%)
Value$224.8K (-$131.0K)
Filed 2026-10-20
Sanchez Wealth Management Group
NEW
Shares4,950
Change+4,950
Value$221.7K
Filed 2026-11-02
Adelphi Trust Co
NEW
Shares4,846
Change+4,846
Value$217.0K
Filed 2026-10-05
M Holdings Securities, Inc.
NEW
Shares4,788
Change+4,788
Value$215.0K
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares4,724 from 4,904
Change-180 (-4%)
Value$211.5K (-$18.7K)
Filed 2026-10-19
Fragasso Financial Advisors Inc
INCREASED
Shares4,721 from 4,645
Change+76 (+2%)
Value$211.2K (-$6.8K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares4,712 from 7,117
Change-2,405 (-34%)
Value$217.2K (-$117.1K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
DECREASED
Shares4,600 from 5,025
Change-425 (-8%)
Value$206.0K (-$29.9K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares4,567 from 4,567
Change0 (0%)
Value$204.5K (-$9.9K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$201.5K (-$9.7K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED
Shares4,443 from 4,429
Change+14 (+0%)
Value$199.0K (-$8.9K)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,356 from 4,247
Change+109 (+3%)
Value$195.1K (-$4.3K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares4,268 from 2,706
Change+1,562 (+58%)
Value$191.1K (+$64.1K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares3,923 from 3,749
Change+174 (+5%)
Value$175.7K (-$286)
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares3,837
Change+3,837
Value$171.8K
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares3,519 from 3,300
Change+219 (+7%)
Value$157.6K (+$2.7K)
Filed 2026-11-02
Capital Investment Counsel, Inc
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$152.3K (-$7.3K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares3,373 from 2,299
Change+1,074 (+47%)
Value$151.0K (+$43.5K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares3,227 from 1,158
Change+2,069 (+179%)
Value$144.5K (+$90.1K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,930 from 2,050
Change+880 (+43%)
Value$131.2K (+$35.0K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares2,779
Change+2,779
Value$124.4K
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares2,686 from 2,258
Change+428 (+19%)
Value$120.3K (+$14.3K)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares2,557
Change+2,557
Value$114.5K
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$112.5K (-$4.8K)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares2,500
Change+2,500
Value$112.0K
Filed 2026-10-09
CX Institutional
DECREASED
Shares2,388 from 2,398
Change-10 (0%)
Value$107 (-$6)
Filed 2026-10-02
Abound Wealth Management
INCREASED
Shares2,256 from 8
Change+2,248 (+28100%)
Value$101.0K (+$100.6K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares2,152 from 2,173
Change-21 (-1%)
Value$96.4K (-$5.6K)
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED
Shares2,086 from 2,035
Change+51 (+3%)
Value$93.4K (-$2.1K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares1,924 from 2,020
Change-96 (-5%)
Value$86.1K (-$8.7K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$75.0K (-$3.6K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares1,303 from 1,059
Change+244 (+23%)
Value$58.3K (+$8.6K)
Filed 2026-11-04
GGM Financial LLC
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$54.8K (-$2.6K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares881 from 244
Change+637 (+261%)
Value$39.5K (+$28.0K)
Filed 2026-10-13
Blueline Advisors LLC
INCREASED
Shares860 from 166
Change+694 (+418%)
Value$38.5K (+$30.7K)
Filed 2026-10-15
Peck Wealth Management, LLC
DECREASED
Shares820 from 13,568
Change-12,748 (-94%)
Value$36.7K (-$600.2K)
Filed 2026-10-29
RHL Group, LLC
INCREASED
Shares709 from 586
Change+123 (+21%)
Value$31.8K (+$4.2K)
Filed 2026-11-04
MB, Levis & Associates, LLC
INCREASED
Shares643 from 635
Change+8 (+1%)
Value$28.8K (-$1.0K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares521 from 418
Change+103 (+25%)
Value$23.3K (+$3.7K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$15.9K (-$767)
Filed 2026-10-05
Assetmark, Inc
DECREASED
Shares174 from 2,325
Change-2,151 (-93%)
Value$7.8K (-$101.3K)
Filed 2026-10-21
Rossby Financial, LCC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$7.3K (-$350)
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares160
Change+160
Value$7.2K
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.2K (-$345)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
NEW
Shares159
Change+159
Value$7.1K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
NEW
Shares101
Change+101
Value$4.5K
Filed 2026-10-16
Farmers & Merchants Investments Inc
INCREASED
Shares29 from 7
Change+22 (+314%)
Value$1.3K (+$970)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares27 from 9
Change+18 (+200%)
Value$1.2K (+$785)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$939 (-$46)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$402 (+$69)
Filed 2026-10-23
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 622,400
Change-622,400 (-100%)
Value$0 (-$29.2M)
Filed 2026-10-21
Alpha Advisors, LLC
CLOSED
Shares0 from 180,457
Change-180,457 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-19
TBH Global Asset Management, LLC
CLOSED
Shares0 from 57,377
Change-57,377 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-03
Helium Advisors LLC
CLOSED
Shares0 from 26,445
Change-26,445 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-23
RMR Wealth Builders
CLOSED
Shares0 from 20,361
Change-20,361 (-100%)
Value$0 (-$955.7K)
Filed 2026-10-22
Members Wealth LLC
CLOSED
Shares0 from 14,251
Change-14,251 (-100%)
Value$0 (-$668.9K)
Filed 2026-10-20
Centurion Wealth Management LLC
CLOSED
Shares0 from 13,093
Change-13,093 (-100%)
Value$0 (-$614.6K)
Filed 2026-10-13
Diversified Portfolios, Inc.
CLOSED
Shares0 from 11,200
Change-11,200 (-100%)
Value$0 (-$525.7K)
Filed 2026-11-04
Keystone Wealth Services, LLC
CLOSED
Shares0 from 10,701
Change-10,701 (-100%)
Value$0 (-$502.3K)
Filed 2026-11-03
Lee Financial Co
CLOSED
Shares0 from 8,034
Change-8,034 (-100%)
Value$0 (-$377.1K)
Filed 2026-10-16
Impact Capital Partners LLC
CLOSED
Shares0 from 6,350
Change-6,350 (-100%)
Value$0 (-$298.1K)
Filed 2026-10-22
Johnson Financial Group, LLC
CLOSED
Shares0 from 6,010
Change-6,010 (-100%)
Value$0 (-$282.1K)
Filed 2026-11-03
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 4,983
Change-4,983 (-100%)
Value$0 (-$233.9K)
Filed 2026-10-14
Wespac Advisors, LLC
CLOSED
Shares0 from 4,973
Change-4,973 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 1,931
Change-1,931 (-100%)
Value$0 (-$90.6K)
Filed 2026-10-23
First Community Trust NA
CLOSED
Shares0 from 1,479
Change-1,479 (-100%)
Value$0 (-$69.4K)
Filed 2026-10-07
Torren Management, LLC
CLOSED
Shares0 from 788
Change-788 (-100%)
Value$0 (-$37.0K)
Filed 2026-10-29
NBT Bank, N.A.
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 375
Change-375 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-02
Arlington Trust Co LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-20
Kingdom Financial Group Llc.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-04
Betterment LLC
N/A
Shares— from 28,416,622
Change-28,416,622 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,525,713
Change-12,525,713 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,833,732
Change-8,833,732 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,576,615
Change-7,576,615 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,400,464
Change-5,400,464 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,291,099
Change-5,291,099 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 5,018,565
Change-5,018,565 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,729,235
Change-4,729,235 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,300,875
Change-4,300,875 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,766,491
Change-3,766,491 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,497,566
Change-3,497,566 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,398,048
Change-3,398,048 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,334,790
Change-3,334,790 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,877,606
Change-2,877,606 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,614,575
Change-2,614,575 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,453,732
Change-2,453,732 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,340,725
Change-2,340,725 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,925,537
Change-1,925,537 (-100%)
Value—
First Washington Corp
N/A
Shares— from 1,737,492
Change-1,737,492 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,716,003
Change-1,716,003 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,661,909
Change-1,661,909 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,568,916
Change-1,568,916 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,384,507
Change-1,384,507 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,377,499
Change-1,377,499 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,307,709
Change-1,307,709 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,261,080
Change-1,261,080 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,200,263
Change-1,200,263 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,177,891
Change-1,177,891 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,079,613
Change-1,079,613 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 934,157
Change-934,157 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 885,704
Change-885,704 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 858,571
Change-858,571 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 838,089
Change-838,089 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 742,996
Change-742,996 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 735,937
Change-735,937 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 714,849
Change-714,849 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 670,530
Change-670,530 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 620,739
Change-620,739 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 620,441
Change-620,441 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 617,587
Change-617,587 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 617,587
Change-617,587 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 613,574
Change-613,574 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 572,286
Change-572,286 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 543,683
Change-543,683 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 540,035
Change-540,035 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 485,392
Change-485,392 (-100%)
Value—
Stephens Inc
N/A
Shares— from 471,767
Change-471,767 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 471,415
Change-471,415 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 465,390
Change-465,390 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 459,648
Change-459,648 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 459,380
Change-459,380 (-100%)
Value—
Core Wealth Advisors, LLC
N/A
Shares— from 443,398
Change-443,398 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 443,210
Change-443,210 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 434,672
Change-434,672 (-100%)
Value—
Invst, LLC
N/A
Shares— from 402,050
Change-402,050 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 368,538
Change-368,538 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 304,307
Change-304,307 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 303,529
Change-303,529 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 302,811
Change-302,811 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 300,845
Change-300,845 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 266,337
Change-266,337 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 240,208
Change-240,208 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 226,368
Change-226,368 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 210,019
Change-210,019 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 206,848
Change-206,848 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 191,967
Change-191,967 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 173,430
Change-173,430 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 170,213
Change-170,213 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 170,038
Change-170,038 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 149,815
Change-149,815 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 148,218
Change-148,218 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 142,594
Change-142,594 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 132,529
Change-132,529 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 125,465
Change-125,465 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 121,429
Change-121,429 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 110,756
Change-110,756 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 108,298
Change-108,298 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 106,092
Change-106,092 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 104,736
Change-104,736 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 102,491
Change-102,491 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 100,366
Change-100,366 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 93,913
Change-93,913 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 87,671
Change-87,671 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 86,448
Change-86,448 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 83,121
Change-83,121 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 82,867
Change-82,867 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 82,405
Change-82,405 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 80,917
Change-80,917 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 80,853
Change-80,853 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 80,818
Change-80,818 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 80,148
Change-80,148 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 75,780
Change-75,780 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 73,949
Change-73,949 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 71,921
Change-71,921 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 71,421
Change-71,421 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 70,509
Change-70,509 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 69,053
Change-69,053 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 67,341
Change-67,341 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 61,518
Change-61,518 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 60,588
Change-60,588 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 58,900
Change-58,900 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 58,109
Change-58,109 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 57,439
Change-57,439 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 55,852
Change-55,852 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 55,273
Change-55,273 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 51,877
Change-51,877 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 51,408
Change-51,408 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 48,686
Change-48,686 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 48,514
Change-48,514 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 48,080
Change-48,080 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,386
Change-44,386 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 44,157
Change-44,157 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 41,272
Change-41,272 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 41,145
Change-41,145 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,194
Change-39,194 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 38,294
Change-38,294 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 37,292
Change-37,292 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 37,284
Change-37,284 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 33,601
Change-33,601 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,353
Change-33,353 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 33,224
Change-33,224 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 30,339
Change-30,339 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 30,292
Change-30,292 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,839
Change-27,839 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 26,709
Change-26,709 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 26,560
Change-26,560 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,441
Change-25,441 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 24,508
Change-24,508 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 22,373
Change-22,373 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 21,989
Change-21,989 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 21,573
Change-21,573 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 21,568
Change-21,568 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,449
Change-21,449 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,411
Change-21,411 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 21,025
Change-21,025 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,697
Change-20,697 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 18,764
Change-18,764 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,745
Change-18,745 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 18,536
Change-18,536 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 17,976
Change-17,976 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 17,762
Change-17,762 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 17,732
Change-17,732 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
&partners
N/A
Shares— from 17,488
Change-17,488 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 17,322
Change-17,322 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 16,990
Change-16,990 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,407
Change-16,407 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 15,092
Change-15,092 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 12,725
Change-12,725 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,413
Change-12,413 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 12,054
Change-12,054 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,031
Change-12,031 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 11,126
Change-11,126 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,648
Change-10,648 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,148
Change-8,148 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 7,735
Change-7,735 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Linscomb Wealth, Inc.
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 958
Change-958 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 794
Change-794 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 643
Change-643 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
HB Wealth Management, LLC
INCREASED16,136,51215,629,633+506,879+3%$730.9M$720.0M-$10.9M2026-10-23
Factory Mutual Insurance Co
UNCHANGED7,983,3147,983,31400%$374.7M$357.5M-$17.2M2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED5,545,1425,415,913+129,229+2%$254.2M$248.3M-$5.9M2026-10-21
Annex Advisory Services, LLC
NEW5,008,101—+5,008,101——$224.3M—2026-10-16
Legacy Wealth Management, LLC
DECREASED3,918,4294,057,660-139,231-3%$190.5M$175.5M-$15.0M2026-10-22
Valeo Financial Advisors, LLC
INCREASED3,303,8773,126,531+177,346+6%$138.1M$140.1M+$2.0M2026-10-08
Confluence Wealth Services, Inc.
INCREASED3,243,2272,367,229+875,998+37%$111.1M$145.2M+$34.1M2026-11-05
Summit Financial Strategies, Inc.
INCREASED3,032,0312,800,552+231,479+8%$131.5M$135.8M+$4.3M2026-10-14
Moss Adams Wealth Advisors LLC
INCREASED3,030,5312,903,040+127,491+4%$136.3M$135.7M-$561.6K2026-10-28
First Pacific Financial
INCREASED2,117,5952,072,548+45,047+2%$97.3M$94.8M-$2.5M2026-10-14
CGN Advisors LLC
DECREASED1,889,6481,936,795-47,147-2%$90.9M$84.6M-$6.3M2026-10-21
McAdam, LLC
DECREASED1,853,6151,973,980-120,365-6%$92.7M$83.0M-$9.7M2026-10-21
Hughes Financial Services, LLC
INCREASED1,740,3361,620,206+120,130+7%$76.1M$79.1M+$3.1M2026-10-30
D.B. Root & Company, LLC
INCREASED1,695,9411,637,457+58,484+4%$76.9M$75.9M-$918.0K2026-11-04
Avantax Planning Partners, Inc.
DECREASED1,680,1301,725,261-45,131-3%$81.0M$75.2M-$5.7M2026-11-03
Allen Capital Group, LLC
INCREASED1,593,3241,534,156+59,168+4%$72.0M$71.3M-$664.2K2026-10-27
Daymark Wealth Partners, LLC
INCREASED1,581,1241,470,403+110,721+8%$69.0M$70.8M+$1.8M2026-11-04
Commonwealth Equity Services, LLC
INCREASED1,526,5511,483,464+43,087+3%$69.6M$68.4M-$1.3M2026-11-02
Wiser Wealth Management, Inc
INCREASED1,519,3651,314,982+204,383+16%$61.7M$68.0M+$6.3M2026-10-14
Grant Street Asset Management, Inc.
DECREASED1,516,5371,817,615-301,078-17%$85.3M$67.9M-$17.4M2026-10-26
Sentinel Pension Advisors, LLC
INCREASED1,370,1801,333,579+36,601+3%$62.1M$61.4M-$761.5K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED1,201,7231,140,151+61,572+5%$53.6M$53.8M+$191.0K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED1,168,2111,328,664-160,453-12%$61.8M$52.3M-$9.5M2026-10-13
Harbor Group, Inc.
INCREASED1,133,3721,094,360+39,012+4%$51.4M$50.8M-$616.9K2026-10-14
Destiny Wealth Partners, LLC
INCREASED1,084,919864,714+220,205+25%$39.9M$49.3M+$9.3M2026-11-05
Alps Advisors Inc
INCREASED982,360876,310+106,050+12%$41.1M$44.0M+$2.9M2026-11-03
Voisard Asset Management Group, Inc.
INCREASED908,274861,280+46,994+5%$40.4M$40.7M+$244.0K2026-10-13
Joseph Group Capital Management
INCREASED903,821862,060+41,761+5%$40.5M$40.5M+$8.0K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED827,192805,719+21,473+3%$37.8M$37.0M-$778.8K2026-10-08
Aspen Wealth Management LLC
DECREASED807,724852,446-44,722-5%$40.0M$36.2M-$3.8M2026-10-14
Verus Capital Partners, LLC
INCREASED793,411714,345+79,066+11%$33.5M$35.5M+$2.0M2026-11-03
Apella Capital, LLC
INCREASED775,705692,502+83,203+12%$32.2M$34.6M+$2.4M2026-10-08
Bank of New York Mellon Corp
INCREASED767,815675,324+92,491+14%$31.7M$34.4M+$2.7M2026-11-05
Hartford Financial Management Inc.
DECREASED764,646768,534-3,888-1%$36.1M$34.2M-$1.8M2026-10-21
Kestra Advisory Services, LLC
INCREASED759,721498,974+260,747+52%$23.4M$34.0M+$10.6M2026-11-02
Farther Finance Advisors, LLC
INCREASED729,302225,819+503,483+223%$10.6M$32.7M+$22.1M2026-10-08
WealthPlan Investment Management, LLC
INCREASED707,554581,531+126,023+22%$27.3M$31.7M+$4.4M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED698,948160,120+538,828+337%$7.5M$31.3M+$23.8M2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED686,983658,867+28,116+4%$30.9M$30.8M-$164.1K2026-11-02
Crusonia Wealth Advisors LLC
DECREASED667,539710,974-43,435-6%$33.4M$29.9M-$3.5M2026-10-26
D.A. Davidson & Co.
INCREASED653,318618,038+35,280+6%$29.0M$29.3M+$244.9K2026-10-28
Founders Financial Securities LLC
INCREASED652,039589,566+62,473+11%$27.7M$29.2M+$1.5M2026-10-28
Kelly Financial Group LLC
DECREASED644,048686,820-42,772-6%$32.2M$28.8M-$3.4M2026-10-16
46 Peaks LLC
DECREASED642,378643,426-1,0480%$30.2M$28.8M-$1.4M2026-11-03
Tarbox Family Office, Inc.
INCREASED630,169622,035+8,134+1%$29.2M$28.2M-$979.3K2026-10-23
Mascoma Wealth Management LLC
INCREASED621,102600,244+20,858+3%$28.2M$27.8M-$362.5K2026-10-23
Magnus Financial Group LLC
INCREASED587,909531,372+56,537+11%$24.9M$26.3M+$1.4M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED571,382305,891+265,491+87%$14.4M$25.6K-$14.3M2026-11-02
Shore Point Advisors, LLC
INCREASED555,556182,935+372,621+204%$8.6M$24.9M+$16.3M2026-10-14
Spire Wealth Management
INCREASED538,626531,055+7,571+1%$24.9M$24.1M-$808.0K2026-10-30
Bond & Devick Financial Network, Inc.
INCREASED533,685480,768+52,917+11%$22.6M$23.9M+$1.3M2026-10-23
Fagan Associates, Inc.
INCREASED511,908484,437+27,471+6%$22.7M$22.9M+$183.8K2026-10-13
Peterson Wealth Advisors, LLC
INCREASED495,070468,994+26,076+6%$22.0M$22.2M+$154.7K2026-10-08
AlphaCore Capital LLC
DECREASED494,863552,176-57,313-10%$25.9M$22.2M-$3.8M2026-11-04
Truist Financial Corp
DECREASED482,167977,779-495,612-51%$45.9M$21.6M-$24.3M2026-10-30
Blue Water Asset Management
INCREASED474,790465,341+9,449+2%$21.8M$21.3M-$582.0K2026-11-04
Selby Wealth Management, LLC
INCREASED459,185419,253+39,932+10%$19.7M$20.6M+$882.6K2026-10-16
Steele Capital Management, Inc.
DECREASED443,871471,492-27,621-6%$22.1M$19.9M-$2.3M2026-11-02
Riverchase Wealth Management, LLC
INCREASED432,567403,571+28,996+7%$18.9M$19.4M+$426.7K2026-10-28
Blume Capital Management, Inc.
INCREASED429,799286,555+143,244+50%$13.5M$19.2M+$5.8M2026-10-26
Royal Harbor Partners, LLC
INCREASED428,267417,593+10,674+3%$19.6M$19.2M-$424.0K2026-10-29
HUB Investment Partners, LLC
INCREASED418,114412,214+5,900+1%$19.3M$18.7M-$626.2K2026-11-03
Ellis Investment Partners, LLC
INCREASED414,16954,166+360,003+665%$2.5M$18.5M+$16.0M2026-10-21
Aprio Wealth Management, LLC
INCREASED411,40331,950+379,453+1188%$1.5M$18.4M+$16.9M2026-10-28
BankPlus Wealth Management LLC
INCREASED377,041371,116+5,925+2%$17.4M$16.9M-$536.2K2026-10-13
Financial Partners Group, Inc
INCREASED370,156352,065+18,091+5%$16.5M$16.6M+$49.7K2026-10-19
Sierra Ocean, LLC
INCREASED362,556261,576+100,980+39%$12.3M$16.2M+$4.0M2026-11-03
Atria Investments, Inc
DECREASED356,124407,138-51,014-13%$19.1M$15.9M-$3.2M2026-10-15
Sprinkle Financial Consultants LLC
INCREASED340,989255,479+85,510+33%$12.0M$15.3M+$3.3M2026-10-09
Econ Financial Services Corp
INCREASED315,729286,248+29,481+10%$13.4M$14.1M+$701.9K2026-10-19
FMA Wealth Management, LLC
INCREASED313,553308,677+4,876+2%$14.5M$14.0M-$448.4K2026-10-21
KOM Wealth Management Group, LLC
INCREASED309,143144,430+164,713+114%$6.8M$13.8M+$7.1M2026-10-15
Lawood & Co
INCREASED305,986292,677+13,309+5%$13.7M$13.7M-$36.2K2026-10-09
Acima Private Wealth, LLC
INCREASED298,268291,629+6,639+2%$13.7M$13.4M-$332.6K2026-10-05
Sagespring Wealth Partners, LLC
INCREASED285,521250,776+34,745+14%$11.8M$12.8M+$1.0M2026-10-22
JFS Wealth Advisors, LLC
DECREASED284,502286,913-2,411-1%$13.5M$12.7M-$727.7K2026-11-03
Newman Dignan & Sheerar, Inc.
INCREASED281,532214,133+67,399+31%$10.1M$12.6M+$2.6M2026-10-21
Greenbush Financial Group, LLC
INCREASED272,113259,553+12,560+5%$12.2M$12.2M+$1.8K2026-10-15
Smithbridge Asset Management Inc
INCREASED268,949257,075+11,874+5%$12.1M$12.0M-$23.6K2026-10-19
Exchange Traded Concepts, LLC
INCREASED268,721265,724+2,997+1%$12.5M$12.0M-$439.8K2026-10-28
Clarity Wealth Advisors, LLC
INCREASED267,224262,601+4,623+2%$12.3M$12.0M-$360.2K2026-10-21
Cooper S Advisors, LLC
DECREASED264,818322,008-57,190-18%$15.1M$11.9M-$3.3M2026-11-03
Trademark Financial Management, LLC
INCREASED263,856263,023+833+0%$12.3M$11.8M-$530.8K2026-10-23
Triad Wealth Partners, LLC
INCREASED256,193236,043+20,150+9%$10.9M$11.5M+$595.5K2026-10-26
Landmark Wealth Management, LLC
INCREASED255,177246,133+9,044+4%$11.6M$11.4M-$126.7K2026-11-03
Floyd Financial Group LLC
INCREASED254,372253,334+1,038+0%$11.8M$11.4M-$371.5K2026-10-28
Merited Wealth, LLC
INCREASED253,781192,594+61,187+32%$9.0M$11.4M+$2.3M2026-10-13
MBL Wealth, LLC
DECREASED246,431290,410-43,979-15%$13.6M$11.0M-$2.6M2026-10-22
Visionary Wealth Advisors
DECREASED245,486286,118-40,632-14%$13.4M$11.0M-$2.4M2026-11-04
BridgePort Financial Solutions, LLC
INCREASED244,552243,056+1,496+1%$11.4M$11.0M-$458.0K2026-11-02
Embree Financial Group
INCREASED242,041229,714+12,327+5%$10.8M$10.8M+$55.8K2026-10-22
Oppenheimer & Co Inc
INCREASED224,070195,359+28,711+15%$9.2M$10.0M+$863.7K2026-10-26
WBH Advisory Inc
INCREASED222,578216,414+6,164+3%$10.2M$10.0M-$191.5K2026-11-05
Cedar Point Capital Partners, LLC
DECREASED211,654215,088-3,434-2%$10.1M$9.5M-$618.4K2026-10-29
Whitegate Investment Counselors, Inc.
INCREASED207,476199,581+7,895+4%$9.4M$9.3M-$77.5K2026-11-02
Keudell ison Wealth Management
NEW205,546—+205,546——$9.2M—2026-10-16
Perigon Wealth Management, LLC
DECREASED197,127203,913-6,786-3%$9.6M$8.8M-$744.4K2026-10-22
WealthPLAN Partners, LLC
INCREASED179,897124,686+55,211+44%$5.9M$8.1M+$2.2M2026-10-15
Base Wealth Management LLC
INCREASED179,453179,326+127+0%$8.4M$8.0M-$381.7K2026-10-21
Lodestar Private Asset Management LLC
INCREASED171,980151,302+20,678+14%$7.1M$7.7M+$599.1K2026-10-26
MN Wealth Advisors, LLC
INCREASED170,228168,420+1,808+1%$7.9M$7.6M-$282.8K2026-10-23
Apollon Wealth Management, LLC
INCREASED163,077156,796+6,281+4%$7.4M$7.3M-$57.4K2026-10-23
Alpine Bank Wealth Management
DECREASED161,218277,752-116,534-42%$13.0M$7.2M-$5.8M2026-10-16
Tableaux LLC
INCREASED158,241155,913+2,328+1%$7.3M$7.1M-$232.5K2026-10-23
Courier Capital LLC
INCREASED156,168131,655+24,513+19%$6.2M$7.0M+$813.3K2026-10-19
Mather Group, Llc.
INCREASED150,459146,474+3,985+3%$6.9M$6.7M-$137.9K2026-10-14
Heritage Wealth Management, Inc.
INCREASED140,471135,075+5,396+4%$6.3M$6.3M-$50.1K2026-10-28
Thrivent Financial for Lutherans
DECREASED136,011192,851-56,840-29%$9.1M$6.1M-$3.0M2026-11-05
Acorn Wealth Advisors, LLC
INCREASED131,674110,914+20,760+19%$5.2M$5.9M+$690.1K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED131,543126,799+4,744+4%$6.0M$5.9M-$61.4K2026-11-05
Philip James Wealth Mangement, LLC
DECREASED122,425122,908-4830%$5.8M$5.5M-$287.1K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED118,565121,303-2,738-2%$5.7M$5.3M-$384.6K2026-10-30
Precedent Wealth Partners, LLC
NEW111,550—+111,550——$5.0M—2026-10-21
James J. Burns & Company, LLC
INCREASED111,246102,838+8,408+8%$4.8M$5.0M+$154.3K2026-10-22
Mayfair Advisory Group, LLC
INCREASED110,071100,156+9,915+10%$4.6M$4.9M+$299.8K2026-10-20
United Advisor Group, LLC
INCREASED108,714100,807+7,907+8%$4.7M$4.9M+$136.3K2026-11-03
Ignite Planners, LLC
DECREASED108,674174,056-65,382-38%$8.2M$4.9M-$3.3M2026-10-14
Wesbanco Bank Inc
DECREASED105,925142,700-36,775-26%$6.7M$4.7M-$2.0M2026-11-04
Bluedoor Private Wealth, LLC
INCREASED103,137102,979+158+0%$4.8M$4.6M-$215.4K2026-11-05
Stewardship Concepts Financial Services LLC
INCREASED98,91484,939+13,975+16%$4.0M$4.4M+$442.4K2026-10-06
Indivisible Partners
INCREASED98,86996,062+2,807+3%$4.5M$4.4M-$81.8K2026-10-26
Islay Capital Management, LLC
INCREASED91,97482,197+9,777+12%$3.9M$4.1M+$260.2K2026-10-20
Grey Ledge Advisors, LLC
DECREASED87,23290,477-3,245-4%$4.2M$3.9M-$340.8K2026-11-02
United Community Bank
INCREASED85,34970,569+14,780+21%$3.3M$3.8M+$509.4K2026-10-28
Capital Planning LLC
INCREASED81,91981,553+366+0%$3.8M$3.7M-$159.8K2026-10-09
Lionsbridge Wealth Management LLC
DECREASED73,05174,826-1,775-2%$3.5M$3.3M-$241.1K2026-10-26
Patten Group, Inc.
DECREASED72,78094,013-21,233-23%$4.4M$3.3M-$1.2M2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED72,66162,298+10,363+17%$2.9M$3.3M+$329.5K2026-10-09
Smallwood Wealth Investment Management, LLC
INCREASED69,93050,655+19,275+38%$2.4M$3.1M+$753.7K2026-10-30
Saxony Capital Management, LLC
INCREASED69,83666,785+3,051+5%$3.1M$3.1M-$7.6K2026-10-15
Towne Trust Company, N.a
INCREASED67,66262,084+5,578+9%$2.9M$3.0M+$115.7K2026-10-28
IFP Advisors, Inc
INCREASED67,24956,687+10,562+19%$2.7M$3.0M+$350.5K2026-10-16
Whipplewood Advisors, LLC
NEW66,187—+66,187——$3.0M—2026-10-20
LexAurum Advisors, LLC
INCREASED64,33062,248+2,082+3%$2.9M$2.9M-$41.2K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED64,25973,946-9,687-13%$3.5M$2.9M-$593.5K2026-10-05
Lido Advisors, LLC
INCREASED63,32939,148+24,181+62%$1.8M$2.8M+$998.3K2026-11-04
Ascent Group, LLC
DECREASED62,92363,693-770-1%$3.0M$2.8M-$172.1K2026-10-30
Independent Financial Group, LLC
INCREASED62,10061,524+576+1%$2.9M$2.8M-$107.1K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED59,23954,315+4,924+9%$2.5M$2.7M+$103.2K2026-10-21
Owl Creek Wealth Partners LLC
DECREASED54,51955,401-882-2%$2.6M$2.4M-$159.2K2026-10-20
Autumn Glory Partners, LLC
DECREASED53,59053,651-610%$2.5M$2.4M-$118.6K2026-10-26
Creative Planning
INCREASED53,29452,618+676+1%$2.5M$2.4M-$83.4K2026-11-02
MidAtlantic Capital Management, Inc.
DECREASED52,57553,225-650-1%$2.5M$2.4M-$144.0K2026-11-05
Boyum Wealth Architects LLC
DECREASED51,75663,897-12,141-19%$3.0M$2.3M-$653.7K2026-10-06
Krilogy Financial LLC
INCREASED51,22143,303+7,918+18%$2.0M$2.3M+$261.1K2026-10-13
Verdence Capital Advisors LLC
NEW47,514—+47,514——$2.1M—2026-10-26
PDS Planning, Inc
INCREASED47,06646,553+513+1%$2.2M$2.1M-$77.6K2026-11-03
Quad-Cities Investment Group, LLC
DECREASED46,66446,897-2330%$2.2M$2.1M-$111.7K2026-10-16
Axxcess Wealth Management, LLC
INCREASED44,88713,309+31,578+237%$624.7K$2.0M+$1.4M2026-10-21
Fiduciary Alliance LLC
INCREASED43,17737,603+5,574+15%$1.8M$1.9M+$168.4K2026-10-13
XY Planning Network, Inc.
INCREASED43,03430,236+12,798+42%$1.4M$1.9M+$507.8K2026-10-14
Catalyst Investment Management LLC
NEW42,802—+42,802——$1.9M—2026-10-21
AdvisorNet Financial, Inc
INCREASED42,70538,996+3,709+10%$1.8M$1.9M+$85.3K2026-10-15
Ascentis Independent Advisors
NEW40,813—+40,813——$1.8M—2026-11-03
Etesian Wealth Advisors, Inc.
DECREASED39,90341,786-1,883-5%$2.0M$1.8M-$174.6K2026-10-27
Prospera Financial Services Inc
INCREASED38,03634,224+3,812+11%$1.6M$1.7M+$127.9K2026-11-04
Sowell Financial Services LLC
INCREASED37,51534,822+2,693+8%$1.6M$1.7M+$45.4K2026-10-23
TopTier Wealth Management, LLC
INCREASED37,16135,830+1,331+4%$1.7M$1.7M-$17.8K2026-10-16
Rosenberg Matthew Hamilton
DECREASED36,92838,841-1,913-5%$1.8M$1.7M-$169.6K2026-10-05
D'Orazio & Associates, Inc.
INCREASED35,98618,172+17,814+98%$853.0K$1.6M+$758.5K2026-11-04
Kuhn & Co Investment Counsel
INCREASED34,60321,623+12,980+60%$1.0M$1.5M+$534.5K2026-10-29
Obsidian CIO, LLC
INCREASED34,1932,505+31,688+1265%$117.6K$1.5M+$1.4M2026-11-05
John W. Brooker & Co., CPAs
DECREASED32,97941,834-8,855-21%$2.0M$1.5M-$486.9K2026-10-21
Jm2 Capital Inc.
INCREASED32,32930,709+1,620+5%$1.4M$1.4M+$6.2K2026-10-14
Emerald Advisors, LLC
DECREASED31,72738,783-7,056-18%$1.8M$1.4M-$399.7K2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED29,23427,093+2,141+8%$431.9K$281.0K-$150.8K2026-11-04
Diversify Advisory Services, LLC
INCREASED28,83327,630+1,203+4%$1.3M$1.3M+$20.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED28,83327,630+1,203+4%$1.3M$1.3M+$20.6K2026-10-20
Sterling Investment Advisors, Ltd.
INCREASED28,79527,695+1,100+4%$1.3M$1.3M-$10.6K2026-10-27
Nolet Wealth Management, LLC
INCREASED28,50428,444+60+0%$1.3M$1.3M-$58.8K2026-10-15
Park Avenue Securities LLC
NEW28,137—+28,137——$1.3K—2026-10-26
Retirement Guys Formula LLC
DECREASED28,08828,286-198-1%$1.3M$1.3M-$70.0K2026-10-26
Retirement Planning Group, LLC
DECREASED27,77528,329-554-2%$1.3M$1.2M-$86.0K2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED27,1388,678+18,460+213%$407.4K$1.2M+$807.9K2026-10-05
CRA Financial Services, LLC
DECREASED27,12831,440-4,312-14%$1.5M$1.2M-$261.0K2026-10-16
DeLarme Wealth Management, Inc.
DECREASED27,10932,040-4,931-15%$1.5M$1.2M-$290.0K2026-10-30
Independent Wealth Network Inc.
INCREASED27,06624,637+2,429+10%$1.2M$1.2M+$55.6K2026-10-19
Trust Co
INCREASED26,64016,429+10,211+62%$771.2K$1.2M+$421.8K2026-10-09
Elevation Wealth Management LLC
INCREASED26,59826,371+227+1%$1.2M$1.2M-$46.8K2026-11-02
Five Oceans Advisors
INCREASED26,38210,937+15,445+141%$513.4K$1.2M+$668.0K2026-10-22
Davenport & Co LLC
INCREASED25,34420,028+5,316+27%$940.1K$1.1M+$194.8K2026-10-14
Accelerate Investment Advisors LLC
INCREASED24,85323,592+1,261+5%$1.1M$1.1M+$5.5K2026-11-02
Comprehensive Financial Planning, Inc.
DECREASED24,64224,759-1170%$1.2M$1.1M-$58.7K2026-10-27
Unique Wealth, LLC
INCREASED24,05219,178+4,874+25%$900.2K$1.1M+$176.8K2026-10-16
Rudd Co d/b/a Styre Wealth
NEW23,722—+23,722——$1.1M—2026-10-29
Pearl Planning LLC
NEW22,850—+22,850——$1.0M—2026-10-13
Comprehensive Wealth Management, LLC
INCREASED21,75721,231+526+2%$996.6K$974.3K-$22.3K2026-11-02
Fermata Advisors, LLC
NEW21,543—+21,543——$964.7K—2026-10-13
Balboa Wealth Partners
DECREASED21,33421,617-283-1%$1.0M$955.3K-$59.4K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED21,23621,210+26+0%$995.6K$951.0K-$44.6K2026-10-21
Venture Visionary Partners LLC
NEW20,378—+20,378——$912.6K—2026-10-07
First Citizens Financial Corp
DECREASED20,05321,561-1,508-7%$1.0M$898.0K-$114.1K2026-10-02
USAdvisors Wealth Management, LLC
DECREASED18,99619,796-800-4%$929.0K$850-$928.2K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED18,98718,399+588+3%$863.7K$850.2K-$13.4K2026-10-14
Fifth Third Securities, Inc.
DECREASED18,36567,129-48,764-73%$3.2M$822.4K-$2.3M2026-10-21
Oak Barrel Wealth Advisory LLC
DECREASED18,20650,149-31,943-64%$2.4M$815.3K-$1.5M2026-11-05
First Hawaiian Bank
NEW17,952—+17,952——$803.9K—2026-10-14
Dynamic Advisor Solutions LLC
INCREASED17,70915,885+1,824+11%$745.7K$793.0K+$47.3K2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED17,56027,610-10,050-36%$1.3M$786.3K-$509.7K2026-10-15
Sigma Planning Corp
DECREASED17,22319,126-1,903-10%$897.8K$771.2K-$126.6K2026-10-23
Aegis Wealth Management, Inc.
INCREASED17,00114,054+2,947+21%$659.7K$761.3K+$101.6K2026-10-26
Carmel Capital Partners, LLC
INCREASED16,77215,197+1,575+10%$713.3K$751.1K+$37.7K2026-11-03
Copper Harbor Investment Advisors, LLC
DECREASED16,69729,098-12,401-43%$1.4M$747.7K-$618.2K2026-10-16
Friday Financial
NEW15,927—+15,927——$711.0K—2026-10-09
Richmond Investment Services, LLC
INCREASED15,72715,367+360+2%$721.3K$704.2K-$17.1K2026-10-29
Lake Street Private Wealth, LLC
INCREASED15,39014,912+478+3%$700.0K$689.2K-$10.8K2026-10-22
Emergent Wealth Advisors, LLC
INCREASED15,09414,790+304+2%$694.2K$675.9K-$18.3K2026-10-09
Ballast Financial Advisors LLC
DECREASED15,06615,965-899-6%$749.4K$674.6K-$74.8K2026-10-26
First Heartland Consultants, Inc.
INCREASED14,93914,402+537+4%$676.0K$669.0K-$7.0K2026-10-08
Mainsail Financial Group, LLC
DECREASED14,93218,744-3,812-20%$879.8K$668.7K-$211.2K2026-10-23
First American Bank
INCREASED14,85411,285+3,569+32%$529.7K$665.2K+$135.4K2026-10-27
Prime Capital Investment Advisors, LLC
NEW14,758—+14,758——$660.9K—2026-10-20
Layline Advisors, LLC
INCREASED14,5978,488+6,109+72%$398.4K$653.7K+$255.2K2026-11-02
Detalus Advisors, LLC
NEW14,145—+14,145——$633.4K—2026-10-15
Kellett Wealth Advisors, LLC
DECREASED13,761155,502-141,741-91%$7.3M$616.2K-$6.7M2026-10-15
Chapin Davis, Inc.
DECREASED13,32313,623-300-2%$639.5K$596.6K-$42.9K2026-10-09
Balance Wealth Partners LLC
DECREASED12,72613,347-621-5%$626.5K$569.9K-$56.6K2026-10-27
Uptick Partners, LLC
INCREASED11,76311,515+248+2%$540.5K$526.8K-$13.8K2026-11-04
MSH Capital Advisors LLC
INCREASED11,11310,231+882+9%$480.2K$497.6K+$17.4K2026-11-03
Firethorn Wealth Partners, LLC
INCREASED11,0469,407+1,639+17%$441.6K$494.7K+$53.1K2026-10-14
Ledyard National Bank
NEW10,975—+10,975——$491.5K—2026-10-21
Citizens Financial Group Inc
NEW10,829—+10,829——$484.9K—2026-10-23
BAM Wealth Management, LLC
INCREASED10,6459,851+794+8%$462.4K$476.7K+$14.3K2026-10-15
RDA Financial Network
INCREASED10,46510,061+404+4%$472.3K$468.6K-$3.6K2026-10-15
Brindle & Bay Financial Advisors, LLC
NEW10,262—+10,262——$459.5K—2026-10-15
Enclave Advisors LLC
NEW10,253—+10,253——$459.1K—2026-10-14
Bensler, LLC
NEW10,099—+10,099——$452.3K—2026-11-05
Plancorp, LLC
NEW10,005—+10,005——$456.2K—2026-11-03
Elm3 Financial Group, LLC
INCREASED9,7728,978+794+9%$421.4K$437.6K+$16.2K2026-10-07
Choreo, LLC
INCREASED8,8828,841+41+0%$415.0K$397.7K-$17.3K2026-10-28
Allspring Global Investments Holdings, LLC
NEW8,600—+8,600——$385.1K—2026-11-04
Summit Wealth Group LLC / Co
UNCHANGED8,0878,08700%$379.6K$362.1K-$17.5K2026-10-29
Skyline Advisors, Inc.
INCREASED8,0455,978+2,067+35%$280.6K$360.3K+$79.6K2026-11-03
Sutton Place Investors LLC
INCREASED7,9867,929+57+1%$372.2K$357.6K-$14.6K2026-10-20
Quantum Financial Planning Services, Inc.
INCREASED7,9596,420+1,539+24%$301.3K$356.4K+$55.0K2026-10-14
RFG Advisory, LLC
NEW7,593—+7,593——$340.0K—2026-11-03
Silverlake Wealth Management LLC
INCREASED7,5776,905+672+10%$324.1K$339.3K+$15.1K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED7,467297+7,170+2414%$14.0K$334.4K+$320.4K2026-10-16
Stonehearth Capital Management, LLC
DECREASED7,3417,434-93-1%$349.0K$328.7K-$20.2K2026-10-13
Semus Wealth Partners LLC
INCREASED7,1526,849+303+4%$321.5K$320.3K-$1.2K2026-10-22
Defined Wealth Management, LLC
INCREASED6,1175,120+997+19%$240.3K$273.9K+$33.6K2026-10-19
Carolina Wealth Management Inc
DECREASED6,0456,458-413-6%$303.1K$270.7K-$32.5K2026-10-29
Plan Group Financial, LLC
DECREASED5,9347,501-1,567-21%$352.1K$267.3K-$84.7K2026-10-22
New Wave Wealth Advisors LLC
INCREASED5,8515,761+90+2%$270.4K$262.2K-$8.3K2026-10-19
Opal Wealth Advisors, LLC
UNCHANGED5,6475,64700%$265.1K$252.9K-$12.2K2026-10-16
Putney Financial Group LLC
UNCHANGED5,4645,46400%$256.5K$244.7K-$11.8K2026-10-30
Burk Holdings LLC
INCREASED5,4464,442+1,004+23%$208.5K$243.9K+$35.4K2026-11-05
Clear Creek Financial Management, LLC
UNCHANGED5,3305,33000%$250.2K$238.7K-$11.5K2026-10-28
MGO One Seven LLC
DECREASED5,2125,437-225-4%$255.2K$233.4K-$21.8K2026-10-28
Vise Technologies, Inc.
NEW5,034—+5,034——$225.4K—2026-10-29
Revisor Wealth Management LLC
DECREASED5,0007,578-2,578-34%$355.7K$224.8K-$131.0K2026-10-20
Sanchez Wealth Management Group
NEW4,950—+4,950——$221.7K—2026-11-02
Adelphi Trust Co
NEW4,846—+4,846——$217.0K—2026-10-05
M Holdings Securities, Inc.
NEW4,788—+4,788——$215.0K—2026-11-03
Maia Wealth LLC
DECREASED4,7244,904-180-4%$230.2K$211.5K-$18.7K2026-10-19
Fragasso Financial Advisors Inc
INCREASED4,7214,645+76+2%$218.0K$211.2K-$6.8K2026-10-13
StoneX Group Inc.
DECREASED4,7127,117-2,405-34%$334.2K$217.2K-$117.1K2026-11-03
M.E. Allison & Co., Inc.
DECREASED4,6005,025-425-8%$235.9K$206.0K-$29.9K2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED4,5674,56700%$214.4K$204.5K-$9.9K2026-10-30
Next Level Wealth Planning, LLC
UNCHANGED4,5004,50000%$211.2K$201.5K-$9.7K2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED4,4434,429+14+0%$207.9K$199.0K-$8.9K2026-10-26
Barnes Dennig Private Wealth Management LLC
INCREASED4,3564,247+109+3%$199.4K$195.1K-$4.3K2026-10-30
Cullen T Bankers, Inc.
INCREASED4,2682,706+1,562+58%$127.0K$191.1K+$64.1K2026-10-28
Cape Investment Advisory, Inc.
INCREASED3,9233,749+174+5%$176.0K$175.7K-$2862026-10-13
Birch Financial Group, LLC
NEW3,837—+3,837——$171.8K—2026-10-27
Key FInancial Inc
INCREASED3,5193,300+219+7%$154.9K$157.6K+$2.7K2026-11-02
Capital Investment Counsel, Inc
UNCHANGED3,4003,40000%$159.6K$152.3K-$7.3K2026-10-20
Parkside Financial Bank & Trust
INCREASED3,3732,299+1,074+47%$107.5K$151.0K+$43.5K2026-10-27
Parallel Advisors, LLC
INCREASED3,2271,158+2,069+179%$54.4K$144.5K+$90.1K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED2,9302,050+880+43%$96.2K$131.2K+$35.0K2026-11-03
Root Financial Partners, LLC
NEW2,779—+2,779——$124.4K—2026-10-21
Private Trust Co NA
INCREASED2,6862,258+428+19%$106.0K$120.3K+$14.3K2026-10-20
William Mack & Associates, Inc.
NEW2,557—+2,557——$114.5K—2026-10-27
Salomon & Ludwin, LLC
UNCHANGED2,5122,51200%$117.3K$112.5K-$4.8K2026-10-29
GK Wealth Management LLC
NEW2,500—+2,500——$112.0K—2026-10-09
CX Institutional
DECREASED2,3882,398-100%$113$107-$62026-10-02
Abound Wealth Management
INCREASED2,2568+2,248+28100%$377$101.0K+$100.6K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED2,1522,173-21-1%$102.0K$96.4K-$5.6K2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED2,0862,035+51+3%$95.5K$93.4K-$2.1K2026-10-30
Larson Financial Group LLC
DECREASED1,9242,020-96-5%$94.8K$86.1K-$8.7K2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,6751,67500%$78.6K$75.0K-$3.6K2026-10-20
Creative Financial Designs Inc
INCREASED1,3031,059+244+23%$49.7K$58.3K+$8.6K2026-11-04
GGM Financial LLC
UNCHANGED1,2231,22300%$57.4K$54.8K-$2.6K2026-11-05
Harbor Investment Advisory, LLC
INCREASED881244+637+261%$11.5K$39.5K+$28.0K2026-10-13
Blueline Advisors LLC
INCREASED860166+694+418%$7.8K$38.5K+$30.7K2026-10-15
Peck Wealth Management, LLC
DECREASED82013,568-12,748-94%$636.9K$36.7K-$600.2K2026-10-29
RHL Group, LLC
INCREASED709586+123+21%$27.5K$31.8K+$4.2K2026-11-04
MB, Levis & Associates, LLC
INCREASED643635+8+1%$29.8K$28.8K-$1.0K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED521418+103+25%$19.6K$23.3K+$3.7K2026-11-05
Tompkins Financial Corp
UNCHANGED35535500%$16.7K$15.9K-$7672026-10-05
Assetmark, Inc
DECREASED1742,325-2,151-93%$109.1K$7.8K-$101.3K2026-10-21
Rossby Financial, LCC
UNCHANGED16216200%$7.6K$7.3K-$3502026-11-05
Signature Equity Partners, LLC
NEW160—+160——$7.2K—2026-10-29
Golden State Wealth Management, LLC
UNCHANGED16016000%$7.5K$7.2K-$3452026-11-02
Cassaday & Co Wealth Management LLC
NEW159—+159——$7.1K—2026-10-27
Brown, Lisle Ings, Inc.
NEW101—+101——$4.5K—2026-10-16
Farmers & Merchants Investments Inc
INCREASED297+22+314%$329$1.3K+$9702026-10-22
Blue Trust, Inc.
INCREASED279+18+200%$424$1.2K+$7852026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED212100%$985$939-$462026-11-04
Signaturefd, LLC
INCREASED97+2+29%$333$402+$692026-10-23
Ocean Park Asset Management, LLC
CLOSED0622,400-622,400-100%$29.2M$0-$29.2M2026-10-21
Alpha Advisors, LLC
CLOSED0180,457-180,457-100%$8.5M$0-$8.5M2026-10-19
TBH Global Asset Management, LLC
CLOSED057,377-57,377-100%$2.7M$0-$2.7M2026-11-03
Helium Advisors LLC
CLOSED026,445-26,445-100%$1.2M$0-$1.2M2026-10-23
RMR Wealth Builders
CLOSED020,361-20,361-100%$955.7K$0-$955.7K2026-10-22
Members Wealth LLC
CLOSED014,251-14,251-100%$668.9K$0-$668.9K2026-10-20
Centurion Wealth Management LLC
CLOSED013,093-13,093-100%$614.6K$0-$614.6K2026-10-13
Diversified Portfolios, Inc.
CLOSED011,200-11,200-100%$525.7K$0-$525.7K2026-11-04
Keystone Wealth Services, LLC
CLOSED010,701-10,701-100%$502.3K$0-$502.3K2026-11-03
Lee Financial Co
CLOSED08,034-8,034-100%$377.1K$0-$377.1K2026-10-16
Impact Capital Partners LLC
CLOSED06,350-6,350-100%$298.1K$0-$298.1K2026-10-22
Johnson Financial Group, LLC
CLOSED06,010-6,010-100%$282.1K$0-$282.1K2026-11-03
Boyce & Associates Wealth Consulting, Inc.
CLOSED04,983-4,983-100%$233.9K$0-$233.9K2026-10-14
Wespac Advisors, LLC
CLOSED04,973-4,973-100%$233.4K$0-$233.4K2026-10-26
Stone House Investment Management, LLC
CLOSED01,931-1,931-100%$90.6K$0-$90.6K2026-10-23
First Community Trust NA
CLOSED01,479-1,479-100%$69.4K$0-$69.4K2026-10-07
Torren Management, LLC
CLOSED0788-788-100%$37.0K$0-$37.0K2026-10-29
NBT Bank, N.A.
CLOSED0630-630-100%$29.6K$0-$29.6K2026-10-21
International Assets Investment Management, LLC
CLOSED0375-375-100%$17.5K$0-$17.5K2026-11-02
Arlington Trust Co LLC
CLOSED0129-129-100%$6.1K$0-$6.1K2026-10-20
Kingdom Financial Group Llc.
CLOSED029-29-100%$1.4K$0-$1.4K2026-11-04
Betterment LLC
N/A—28,416,622-28,416,622-100%$1.3B———
Morgan Stanley
N/A—12,525,713-12,525,713-100%$588.0M———
Raymond James Financial Inc
N/A—8,833,732-8,833,732-100%$414.7M———
JPMorgan Chase & Co
N/A—7,576,615-7,576,615-100%$356.9M———
Mariner, LLC
N/A—5,400,464-5,400,464-100%$253.5M———
Bank of America Corp
N/A—5,291,099-5,291,099-100%$248.4M———
Dynasty Wealth Management, LLC
N/A—5,018,565-5,018,565-100%$235.6M———
Northwestern Mutual Wealth Management Co
N/A—4,729,235-4,729,235-100%$222.0M———
Modern Wealth Management, LLC
N/A—4,300,875-4,300,875-100%$201.9M———
Janney Montgomery Scott LLC
N/A—3,766,491-3,766,491-100%$176.8M———
Cetera Investment Advisers
N/A—3,497,566-3,497,566-100%$164.2M———
HighTower Advisors, LLC
N/A—3,398,048-3,398,048-100%$159.5M———
LPL Financial LLC
N/A—3,334,790-3,334,790-100%$156.5M———
Envestnet Asset Management Inc
N/A—2,877,606-2,877,606-100%$135.1M———
Osaic Holdings, Inc.
N/A—2,614,575-2,614,575-100%$122.7M———
Vestmark Advisory Solutions, Inc.
N/A—2,453,732-2,453,732-100%$115.2M———
Wells Fargo & Company
N/A—2,340,725-2,340,725-100%$109.9M———
Savant Capital, LLC
N/A—1,925,537-1,925,537-100%$90.4M———
First Washington Corp
N/A—1,737,492-1,737,492-100%$81.6M———
Bogart Wealth, LLC
N/A—1,716,003-1,716,003-100%$80.5M———
Capital Analysts, LLC
N/A—1,661,909-1,661,909-100%$78.0M———
Captrust Financial Advisors
N/A—1,568,916-1,568,916-100%$73.6M———
Kintra Wealth, LLC
N/A—1,384,507-1,384,507-100%$64.1M———
MML Investors Services, LLC
N/A—1,377,499-1,377,499-100%$64.7M———
Bluespring Wealth Management, LLC
N/A—1,307,709-1,307,709-100%$61.4M———
Bouchey Financial Group, Ltd.
N/A—1,261,080-1,261,080-100%$59.2M———
Jones Financial Companies Lllp
N/A—1,200,263-1,200,263-100%$56.5M———
PNC Financial Services Group, Inc.
N/A—1,177,891-1,177,891-100%$55.3M———
Prudent Investors Network, Inc.
N/A—1,079,613-1,079,613-100%$50.7M———
Berger Financial Group, Inc
N/A—934,157-934,157-100%$43.8M———
Stifel Financial Corp
N/A—885,704-885,704-100%$41.6M———
Johnson Financial Group, Inc.
N/A—858,571-858,571-100%$40.3M———
Tradition Wealth Management, LLC
N/A—838,089-838,089-100%$39.3M———
Focus Partners Wealth
N/A—742,996-742,996-100%$34.9M———
Continuum Advisory, LLC
N/A—735,937-735,937-100%$34.5M———
Forum Private Client Group LLC
N/A—714,849-714,849-100%$33.6M———
IMA Advisory Services, Inc.
N/A—670,530-670,530-100%$31.5M———
Cerity Partners LLC
N/A—620,739-620,739-100%$29.1M———
FAS Wealth Partners, Inc.
N/A—620,441-620,441-100%$29.1M———
Aptus Capital Advisors, LLC
N/A—617,587-617,587-100%$29.0M———
Guardian Wealth Advisors, LLC / NC
N/A—617,587-617,587-100%$29.0M———
Mach-1 Financial Group, LLC
N/A—613,574-613,574-100%$28.8M———
Horizon Investments, LLC
N/A—572,286-572,286-100%$26.7M———
UBS Asset Management Americas LLC
N/A—543,683-543,683-100%$25.5M———
Waterloo Capital, L.P.
N/A—540,035-540,035-100%$25.3M———
TD Capital Management LLC
N/A—485,392-485,392-100%$22.8M———
Stephens Inc
N/A—471,767-471,767-100%$22.1M———
Baird Financial Group, Inc.
N/A—471,415-471,415-100%$22.1M———
American Money Management, LLC
N/A—465,390-465,390-100%$21.8M———
Kickstand Ventures, Llc.
N/A—459,648-459,648-100%$21.6M———
Royal Bank of Canada
N/A—459,380-459,380-100%$21.6M———
Core Wealth Advisors, LLC
N/A—443,398-443,398-100%$20.8M———
Trinity Legacy Partners, LLC
N/A—443,210-443,210-100%$20.6M———
Mutual Advisors, LLC
N/A—434,672-434,672-100%$20.4M———
Invst, LLC
N/A—402,050-402,050-100%$18.9M———
SouthState Bank Corp
N/A—368,538-368,538-100%$17.3M———
Beacon Pointe Advisors, LLC
N/A—304,307-304,307-100%$14.3M———
Nations Financial Group Inc,
N/A—303,529-303,529-100%$14.2M———
Money Concepts Capital Corp
N/A—302,811-302,811-100%$14.2M———
Stadion Money Management, LLC
N/A—300,845-300,845-100%$14.1M———
Per Stirling Capital Management, Llc.
N/A—266,337-266,337-100%$12.5M———
Cannon Wealth Management Services, LLC
N/A—240,208-240,208-100%$11.3M———
Essex Financial Services, Inc.
N/A—226,368-226,368-100%$10.6M———
Arbor Trust Wealth Advisors, LLC
N/A—210,019-210,019-100%$9.9M———
Milestone Investment Advisors LLC
N/A—206,848-206,848-100%$9.7M———
5T Wealth, LLC
N/A—191,967-191,967-100%$9.0M———
Thoroughbred Financial Services, LLC
N/A—173,430-173,430-100%$2.5K———
Composition Wealth, LLC
N/A—170,213-170,213-100%$8.0M———
Trivium Point Advisory, LLC
N/A—170,038-170,038-100%$8.0M———
N.E.W. Advisory Services LLC
N/A—149,815-149,815-100%$7.0M———
Private Advisor Group, LLC
N/A—148,218-148,218-100%$7.0M———
Sanctuary Advisors, LLC
N/A—142,594-142,594-100%$6.7M———
Principal Securities, Inc.
N/A—132,529-132,529-100%$6.2M———
Houlihan Financial Resource Group, Ltd.
N/A—125,465-125,465-100%$5.9M———
Prosperity Bancshares Inc
N/A—121,429-121,429-100%$5.7M———
Snowden Capital Advisors LLC
N/A—110,756-110,756-100%$5.2M———
Waverly Advisors, LLC
N/A—108,298-108,298-100%$5.1M———
Investment Counsel Co of Nevada
N/A—106,092-106,092-100%$5.0M———
Gotham Asset Management, LLC
N/A—104,736-104,736-100%$4.9M———
Summit Wealth Partners, LLC
N/A—102,491-102,491-100%$4.8M———
Natixis Advisors, LLC
N/A—100,366-100,366-100%$4.7M———
AssuredPartners Investment Advisors, LLC
N/A—93,913-93,913-100%$4.4M———
Harbour Investments, Inc.
N/A—87,671-87,671-100%$4.1M———
Independent Advisor Alliance
N/A—86,448-86,448-100%$4.1M———
AE Wealth Management LLC
N/A—83,121-83,121-100%$3.9M———
Bcgm Wealth Management, LLC
N/A—82,867-82,867-100%$3.9M———
CreativeOne Wealth, LLC
N/A—82,405-82,405-100%$3.9M———
Pine Valley Investments Ltd Liability Co
N/A—80,917-80,917-100%$3.8M———
Hopwood Nicholas Hunter
N/A—80,853-80,853-100%$3.8M———
Legacy Edge Advisors, LLC
N/A—80,818-80,818-100%$3.8M———
Summit Financial, LLC
N/A—80,148-80,148-100%$3.8M———
World Investment Advisors
N/A—75,780-75,780-100%$3.6M———
Beto Financial Group, LLC
N/A—73,949-73,949-100%$3.4M———
Arete Wealth Advisors, LLC
N/A—71,921-71,921-100%$3.4M———
WealthCare Investment Partners, LLC
N/A—71,421-71,421-100%$3.4M———
Flow Traders U.S. LLC
N/A—70,509-70,509-100%$3.3M———
Dorsey & Whitney Trust Co LLC
N/A—69,053-69,053-100%$3.2M———
Coldstream Capital Management Inc
N/A—67,341-67,341-100%$3.2M———
Greenline Wealth Management LLC
N/A—61,518-61,518-100%$2.9M———
HighPoint Advisor Group LLC
N/A—60,588-60,588-100%$2.8M———
Trustmark Bank Trust Department
N/A—58,900-58,900-100%$2.8M———
BankPlus Trust Department
N/A—58,109-58,109-100%$2.7M———
Rothschild Capital Partners, LLC
N/A—57,439-57,439-100%$2.7M———
Equitable Holdings, Inc.
N/A—55,852-55,852-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—55,273-55,273-100%$2.6M———
Fiduciary Financial Advisors
N/A—51,877-51,877-100%$2.4M———
Benjamin Edwards Inc
N/A—51,408-51,408-100%$2.4M———
West Michigan Advisors, LLC
N/A—48,686-48,686-100%$2.3M———
First Commonwealth Financial Corp
N/A—48,514-48,514-100%$2.3M———
Arkadios Wealth Advisors
N/A—48,080-48,080-100%$2.3M———
NewEdge Advisors, LLC
N/A—44,386-44,386-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—44,157-44,157-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—41,272-41,272-100%$1.9M———
Wayfinding Financial, LLC
N/A—41,145-41,145-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—39,194-39,194-100%$1.8M———
Gentry Private Wealth, LLC
N/A—38,294-38,294-100%$1.8M———
Cary Street Partners Investment Advisory LLC
N/A—37,292-37,292-100%$1.8M———
BlackRock, Inc.
N/A—37,284-37,284-100%$1.8M———
Belpointe Asset Management LLC
N/A—33,601-33,601-100%$1.6M———
Global Retirement Partners, LLC
N/A—33,353-33,353-100%$1.6M———
Legacy Wealth Managment, LLC
N/A—33,224-33,224-100%$1.6M———
Garden State Investment Advisory Services LLC
N/A—30,339-30,339-100%$1.4M———
Sequent Planning LLC
N/A—30,292-30,292-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—27,839-27,839-100%$1.3M———
Goldstone Financial Group, LLC
N/A—26,709-26,709-100%$1.3M———
Menard Financial Group LLC
N/A—26,560-26,560-100%$1.2M———
GeoWealth Management, LLC
N/A—25,441-25,441-100%$1.2M———
Fifth Third Bancorp
N/A—24,508-24,508-100%$1.2M———
Nicolet Bankshares Inc
N/A—22,373-22,373-100%$1.0M———
LWM Advisory Services, LLC
N/A—21,989-21,989-100%$1.0M———
Twin Peaks Wealth Advisors, LLC
N/A—21,573-21,573-100%$1.0M———
Qube Research & Technologies Ltd
N/A—21,568-21,568-100%$1.0M———
Susquehanna International Group, LLP
N/A—21,449-21,449-100%$1.0M———
Summit Trail Advisors, LLC
N/A—21,411-21,411-100%$1.0M———
Opus Financial Solutions LLC
N/A—21,025-21,025-100%$986.9K———
OneDigital Investment Advisors LLC
N/A—20,697-20,697-100%$971.5K———
Level Four Advisory Services, LLC
N/A—20,344-20,344-100%$955.0K———
Capstone Wealth Management, Inc.
N/A—18,764-18,764-100%$876.6K———
Ameritas Advisory Services, LLC
N/A—18,745-18,745-100%$879.9K———
Brio Consultants, LLC
N/A—18,536-18,536-100%$870.1K———
Magnolia Capital Advisors LLC
N/A—17,976-17,976-100%$843.8K———
Brand Asset Management Group, Inc.
N/A—17,762-17,762-100%$833.8K———
Cedarwood Wealth LLC
N/A—17,732-17,732-100%$832.4K———
Geneos Wealth Management Inc.
N/A—17,717-17,717-100%$831.6K———
&partners
N/A—17,488-17,488-100%$820.9K———
Axis Wealth Partners, LLC
N/A—17,322-17,322-100%$813.1K———
FWG Holdings, LLC
N/A—16,990-16,990-100%$785.3K———
Silver OAK Securities, Incorporated
N/A—16,750-16,750-100%$786.2K———
EP Wealth Advisors, LLC
N/A—16,407-16,407-100%$770.1K———
Advisory Services Network, LLC
N/A—16,107-16,107-100%$756.1K———
Allworth Financial LP
N/A—15,092-15,092-100%$708.4K———
1015 Capital Partners, LLC
N/A—14,095-14,095-100%$661.6K———
Gateway Wealth Partners, LLC
N/A—12,893-12,893-100%$605.2K———
Valmark Advisers, Inc.
N/A—12,725-12,725-100%$597.3K———
Strive Financial Group,LLC
N/A—12,652-12,652-100%$593.9K———
Cofg Advisors, LLC
N/A—12,413-12,413-100%$582.7K———
Burnham & Co LLC
N/A—12,177-12,177-100%$571.6K———
Mosaic Financial Group, LLC
N/A—12,054-12,054-100%$566.0K———
Northern Trust Corp
N/A—12,031-12,031-100%$564.7K———
Regal Investment Advisors LLC
N/A—11,829-11,829-100%$555.3K———
Ausdal Financial Partners, Inc.
N/A—11,789-11,789-100%$553.4K———
JT Stratford LLC
N/A—11,427-11,427-100%$536.4K———
BCI Securities, Inc.
N/A—11,126-11,126-100%$522.3K———
J.W. Cole Advisors, Inc.
N/A—10,737-10,737-100%$504.0K———
Anchor Investment Management, LLC
N/A—10,703-10,703-100%$502.4K———
FMR LLC
N/A—10,648-10,648-100%$499.8K———
Ankerstar Wealth, LLC
N/A—10,350-10,350-100%$485.9K———
Wealthspire Advisors, LLC
N/A—9,800-9,800-100%$460.0K———
UBS Group AG
N/A—9,409-9,409-100%$441.7K———
Envestnet Portfolio Solutions, Inc.
N/A—9,284-9,284-100%$435.8K———
MAI Capital Management
N/A—8,861-8,861-100%$416.0K———
Florida Financial Advisors, LLC
N/A—8,148-8,148-100%$382.5K———
Savvy Advisors, Inc.
N/A—7,762-7,762-100%$364.4K———
WealthTrak Capital Management LLC
N/A—7,735-7,735-100%$363.1K———
Rasp Wealth Solutions, LLC
N/A—7,698-7,698-100%$361.3K———
Security National Bank of SO DAK
N/A—7,513-7,513-100%$352.7K———
Wills Financial Group LLC
N/A—7,094-7,094-100%$333.0K———
Mayflower Financial Advisors, LLC
N/A—7,085-7,085-100%$332.6K———
Bravera Wealth
N/A—6,688-6,688-100%$313.9K———
Cahill Financial Advisors Inc
N/A—6,289-6,289-100%$295.2K———
SageView Advisory Group, LLC
N/A—6,163-6,163-100%$289.3K———
Martin Investment Management, LLC
N/A—6,114-6,114-100%$287.0K———
Strategic Financial Concepts, LLC
N/A—6,012-6,012-100%$282.2K———
National Philanthropic Trust
N/A—5,920-5,920-100%$277.9K———
Fortune Financial Advisors, LLC
N/A—5,763-5,763-100%$270.5K———
Orion Porfolio Solutions, LLC
N/A—5,689-5,689-100%$267.0K———
AQR Capital Management LLC
N/A—5,688-5,688-100%$267.0K———
Linscomb Wealth, Inc.
N/A—5,511-5,511-100%$258.7K———
Security National Bank of Sioux City Iowa
N/A—5,428-5,428-100%$254.8K———
Manufacturers Life Insurance Company, the
N/A—5,391-5,391-100%$253.1K———
Western Wealth Management, LLC
N/A—5,358-5,358-100%$251.5K———
Forum Finance Group S.A.
N/A—5,260-5,260-100%$200———
Focus Partners Advisor Solutions, LLC
N/A—5,218-5,218-100%$245.0K———
Mercer Global Advisors Inc
N/A—5,056-5,056-100%$237.4K———
Arax Advisory Partners
N/A—5,038-5,038-100%$236.5K———
Mathes Company, Inc.
N/A—5,000-5,000-100%$235.0K———
Aurdan Capital Management, LLC
N/A—4,788-4,788-100%$224.7K———
US Bancorp \de\
N/A—4,720-4,720-100%$221.6K———
Wealthspire Retirement, LLC
N/A—4,653-4,653-100%$218.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,608-4,608-100%$216.3K———
Tidemark, LLC
N/A—4,522-4,522-100%$212.3K———
Members Trust Co
N/A—4,400-4,400-100%$206.5K———
LGT Financial Advisors LLC
N/A—3,530-3,530-100%$165.7K———
Centaurus Financial, Inc.
N/A—2,468-2,468-100%$116.0K———
Quent Capital, LLC
N/A—1,837-1,837-100%$86.2K———
Ancora Advisors LLCA
N/A—1,410-1,410-100%$66.2K———
National Bank of Canada
N/A—1,039-1,039-100%$48.7K———
Whittier Trust Co of Nevada Inc
N/A—958-958-100%$44.6K———
Prestige Wealth Management Group LLC
N/A—920-920-100%$43.2K———
Protective Life Corp
N/A—794-794-100%$37.3K———
SHP Wealth Management
N/A—643-643-100%$30.2K———
Cbiz Investment Advisory Services, LLC
N/A—537-537-100%$25.3K———
IFG Advisory, LLC
N/A—442-442-100%$20.7K———
Medallion Wealth Advisors, LLC
N/A—406-406-100%$19.1K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$14.1K———
Cary Street Partners Financial LLC
N/A—272-272-100%$12.8K———
Smartleaf Asset Management LLC
N/A—137-137-100%$6.5K———
Transamerica Financial Advisors, LLC
N/A—107-107-100%$5.0K———
HFM Investment Advisors, LLC
N/A—91-91-100%$4.3K———
Crewe Advisors LLC
N/A—8-8-100%$385———
Russell Investments Group, Ltd.
N/A—3-3-100%$141———
Showing 542 of 542 institutions