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JPMorgan US Quality Factor (JQUA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sage Mountain Advisors LLC
INCREASED
Shares2,917,955 from 2,910,657
Change+7,298 (+0%)
Value$215.3M (+$5.0M)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares1,257,784 from 1,260,449
Change-2,665 (0%)
Value$92.8M (+$1.7M)
Filed 2026-11-02
Facet Wealth, Inc.
DECREASED
Shares1,169,737 from 1,268,937
Change-99,200 (-8%)
Value$86.3M (-$5.4M)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares1,056,570 from 1,011,274
Change+45,296 (+4%)
Value$81.0M (+$7.9M)
Filed 2026-10-30
RVW Wealth, LLC
INCREASED
Shares1,010,151 from 952,795
Change+57,356 (+6%)
Value$74.5M (+$5.7M)
Filed 2026-10-06
LVZ, Inc.
DECREASED
Shares1,003,987 from 1,015,715
Change-11,728 (-1%)
Value$74.1M (+$678.4K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares989,337 from 980,654
Change+8,683 (+1%)
Value$73.0M (+$2.1M)
Filed 2026-10-08
Midland Wealth Advisors, LLC
DECREASED
Shares912,525 from 973,572
Change-61,047 (-6%)
Value$67.3M (-$3.0M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares888,924 from 855,394
Change+33,530 (+4%)
Value$65.6K (-$61.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares836,711 from 782,659
Change+54,052 (+7%)
Value$61.7M (+$5.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares789,649 from 683,750
Change+105,899 (+15%)
Value$58.3M (+$8.9M)
Filed 2026-11-02
TFC Financial Management, Inc.
INCREASED
Shares769,150 from 764,173
Change+4,977 (+1%)
Value$56.8M (+$1.5M)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED
Shares670,342 from 695,856
Change-25,514 (-4%)
Value$49.5M (-$825.3K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares487,467 from 125,101
Change+362,366 (+290%)
Value$36.0M (+$26.9M)
Filed 2026-10-28
Breakwater Capital Group
INCREASED
Shares452,494 from 444,100
Change+8,394 (+2%)
Value$33.4M (+$1.3M)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares445,034 from 459,444
Change-14,410 (-3%)
Value$33.5M (+$237.2K)
Filed 2026-10-13
Hemming& Wealth Management, Inc.
DECREASED
Shares395,439 from 435,713
Change-40,274 (-9%)
Value$29.2M (-$2.3M)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares395,265 from 439,499
Change-44,234 (-10%)
Value$29.2M (-$2.6M)
Filed 2026-10-23
Strategent Financial, LLC
INCREASED
Shares394,767 from 381,137
Change+13,630 (+4%)
Value$29.1M (+$1.6M)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares380,283 from 371,322
Change+8,961 (+2%)
Value$28.1M (+$1.2M)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares361,673 from 109,426
Change+252,247 (+231%)
Value$26.7M (+$18.8M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares353,000 from 348,347
Change+4,653 (+1%)
Value$26.1M (+$872.9K)
Filed 2026-10-13
Tull Financial Group, Inc.
INCREASED
Shares345,080 from 335,421
Change+9,659 (+3%)
Value$25.5M (+$1.2M)
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares344,530 from 343,162
Change+1,368 (+0%)
Value$25.4M (+$622.5K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares326,437 from 535,194
Change-208,757 (-39%)
Value$24.1M (-$14.6M)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares298,429 from 257,203
Change+41,226 (+16%)
Value$22.0M (+$3.4M)
Filed 2026-11-04
Valicenti Advisory Services Inc
DECREASED
Shares291,865 from 292,987
Change-1,122 (0%)
Value$21.5K (+$363)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares283,498 from 282,105
Change+1,393 (+0%)
Value$20.9K (-$20.4M)
Filed 2026-10-26
Kelly Financial Group LLC
DECREASED
Shares267,243 from 270,282
Change-3,039 (-1%)
Value$19.7M (+$186.6K)
Filed 2026-10-16
Redw Wealth LLC
DECREASED
Shares260,173 from 269,822
Change-9,649 (-4%)
Value$19.2M (-$302.0K)
Filed 2026-11-02
Marks Group Wealth Management, Inc
INCREASED
Shares249,081 from 224,884
Change+24,197 (+11%)
Value$18.4M (+$2.1M)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares245,543 from 208,959
Change+36,584 (+18%)
Value$18.6M (+$3.5M)
Filed 2026-10-22
Weil Company, Inc.
INCREASED
Shares213,734 from 203,625
Change+10,109 (+5%)
Value$15.8M (+$1.1M)
Filed 2026-10-14
D'Orazio & Associates, Inc.
DECREASED
Shares211,973 from 230,194
Change-18,221 (-8%)
Value$15.6M (-$994.9K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED
Shares196,960 from 137,850
Change+59,110 (+43%)
Value$14.5M (+$4.6M)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares184,992 from 169,718
Change+15,274 (+9%)
Value$13.7M (+$1.4M)
Filed 2026-10-29
Ledyard National Bank
INCREASED
Shares171,028 from 170,884
Change+144 (+0%)
Value$12.6M (+$270.4K)
Filed 2026-10-21
Prism Advisors, Inc.
DECREASED
Shares165,503 from 187,945
Change-22,442 (-12%)
Value$12.5M (-$1.1M)
Filed 2026-10-09
True North Advisors, LLC
DECREASED
Shares165,226 from 167,310
Change-2,084 (-1%)
Value$12.2M (+$100.5K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares164,477 from 164,746
Change-269 (0%)
Value$12.1M (+$230.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares161,853 from 138,391
Change+23,462 (+17%)
Value$11.9M (+$1.9M)
Filed 2026-10-08
Seamount Financial Group Inc
INCREASED
Shares156,105 from 155,205
Change+900 (+1%)
Value$11.5M (+$302.3K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares153,954 from 155,493
Change-1,539 (-1%)
Value$11.4M (+$122.8K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares149,631 from 110,152
Change+39,479 (+36%)
Value$11.0M (+$3.1M)
Filed 2026-10-30
Cadent Capital Advisors, LLC
NEW
Shares146,091
Change+146,091
Value$10.8M
Filed 2026-10-09
Waterway Wealth Management, LLC
DECREASED
Shares143,742 from 143,990
Change-248 (0%)
Value$8.3M (+$116.7K)
Filed 2026-10-28
MBA Advisors LLC
INCREASED
Shares135,798 from 133,585
Change+2,213 (+2%)
Value$10.0M (+$366.3K)
Filed 2026-10-29
Able Wealth Management LLC
INCREASED
Shares130,331 from 128,167
Change+2,164 (+2%)
Value$9.8M (+$522.9K)
Filed 2026-10-13
Tenzing Financial LLC
INCREASED
Shares126,225 from 122,984
Change+3,241 (+3%)
Value$9.5M (+$602.9K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED
Shares125,035 from 122,406
Change+2,629 (+2%)
Value$9.2M (+$380.1K)
Filed 2026-10-16
Prospera Financial Services Inc
NEW
Shares119,020
Change+119,020
Value$9.0M
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares117,557 from 117,142
Change+415 (+0%)
Value$8.7M (+$208.7K)
Filed 2026-10-14
Lawood & Co
DECREASED
Shares115,305 from 116,653
Change-1,348 (-1%)
Value$8.5M (+$77.8K)
Filed 2026-10-09
Columbus Macro, LLC
INCREASED
Shares114,832 from 112,039
Change+2,793 (+2%)
Value$8.5M (+$376.4K)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares113,783 from 102,393
Change+11,390 (+11%)
Value$8.4M (+$996.2K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares111,770 from 111,244
Change+526 (+0%)
Value$8.3M (+$223.0K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares108,161 from 13,986
Change+94,175 (+673%)
Value$8.0M (+$7.0M)
Filed 2026-10-16
Madson Wealth Advisors Inc
DECREASED
Shares97,872 from 105,969
Change-8,097 (-8%)
Value$7.2M (-$436.5K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares90,050 from 54,787
Change+35,263 (+64%)
Value$6.6M (+$2.7M)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares87,068 from 101,707
Change-14,639 (-14%)
Value$6.4M (-$925.7K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares85,737 from 87,946
Change-2,209 (-3%)
Value$6.3M (-$29.4K)
Filed 2026-11-02
StrongBox Wealth, LLC
NEW
Shares84,939
Change+84,939
Value$6.3M
Filed 2026-11-02
Linscomb Wealth, Inc.
INCREASED
Shares83,004 from 81,065
Change+1,939 (+2%)
Value$6.1M (+$266.3K)
Filed 2026-11-05
KWB Wealth
NEW
Shares82,915
Change+82,915
Value$6.1M
Filed 2026-10-16
Financial Futures Ltd Liability Co.
INCREASED
Shares81,175 from 79,071
Change+2,104 (+3%)
Value$6.0M (+$275.4K)
Filed 2026-10-13
Burton Enright Welch
DECREASED
Shares79,773 from 80,157
Change-384 (0%)
Value$5.9M (+$93.5K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares78,225 from 77,291
Change+934 (+1%)
Value$5.8M (+$186.4K)
Filed 2026-11-02
Fulcrum Capital LLC
DECREASED
Shares77,560 from 78,266
Change-706 (-1%)
Value$5.7M (+$66.8K)
Filed 2026-10-15
Destiny Wealth Partners, LLC
INCREASED
Shares76,238 from 68,387
Change+7,851 (+11%)
Value$5.7M (+$807.1K)
Filed 2026-11-05
Integrated Capital Management, Inc.
DECREASED
Shares75,383 from 80,238
Change-4,855 (-6%)
Value$5.6M (-$236.3K)
Filed 2026-10-09
Arsenal Capital Advisors LLC
INCREASED
Shares71,115 from 62,963
Change+8,152 (+13%)
Value$5.2M (+$697.3K)
Filed 2026-11-02
Clarus Wealth Advisors
DECREASED
Shares71,016 from 129,822
Change-58,806 (-45%)
Value$5.4M (-$3.9M)
Filed 2026-10-13
Archford Capital Strategies, LLC
DECREASED
Shares66,223 from 91,485
Change-25,262 (-28%)
Value$4.9M (-$1.7M)
Filed 2026-10-19
Portside Wealth Group, LLC
INCREASED
Shares66,188 from 55,304
Change+10,884 (+20%)
Value$4.9M (+$887.3K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
NEW
Shares65,946
Change+65,946
Value$4.9M
Filed 2026-10-26
Ballast Rock Private Wealth LLC
INCREASED
Shares65,017 from 60,207
Change+4,810 (+8%)
Value$4.8M (+$446.5K)
Filed 2026-10-26
FDx Advisors, Inc.
DECREASED
Shares64,842 from 66,194
Change-1,352 (-2%)
Value$4.8M ($0)
Filed 2026-11-05
Tableaux LLC
INCREASED
Shares63,402 from 62,797
Change+605 (+1%)
Value$4.7M (+$140.1K)
Filed 2026-10-23
Ballast Financial Advisors LLC
DECREASED
Shares62,450 from 62,901
Change-451 (-1%)
Value$4.6M (+$62.3K)
Filed 2026-10-26
Madrid Wealth Management, LLC
DECREASED
Shares60,710 from 66,608
Change-5,898 (-9%)
Value$4.5M (-$334.0K)
Filed 2026-10-23
Cornerstone Wealth, LLC
DECREASED
Shares57,534 from 88,256
Change-30,722 (-35%)
Value$4.4M (-$2.0M)
Filed 2026-10-28
Peck Wealth Management, LLC
INCREASED
Shares56,744 from 55,982
Change+762 (+1%)
Value$4.2M (+$141.3K)
Filed 2026-10-29
Kathmere Capital Management, LLC
DECREASED
Shares55,826 from 56,178
Change-352 (-1%)
Value$4.1M (+$59.4K)
Filed 2026-10-20
Oasis Advisors, LLC
INCREASED
Shares55,439 from 33,895
Change+21,544 (+64%)
Value$4.1M (+$1.6M)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares55,293 from 49,509
Change+5,784 (+12%)
Value$4.1M (+$502.2K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares54,792 from 101,321
Change-46,529 (-46%)
Value$4.0M (-$3.3M)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares52,277 from 50,779
Change+1,498 (+3%)
Value$3.9M (+$187.7K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares49,632 from 48,790
Change+842 (+2%)
Value$3.7M (+$136.3K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares49,510 from 49,513
Change-3 (0%)
Value$3.7M (+$75.0K)
Filed 2026-10-16
Intelligence Driven Advisers, LLC
DECREASED
Shares48,640 from 50,115
Change-1,475 (-3%)
Value$3.6M (-$32.7K)
Filed 2026-10-09
Ayalon Insurance Comp Ltd.
INCREASED
Shares48,513 from 39,764
Change+8,749 (+22%)
Value$3.6K (+$706)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares45,302 from 24,405
Change+20,897 (+86%)
Value$3.3M (+$1.6M)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares42,072 from 43,573
Change-1,501 (-3%)
Value$3.1M (-$44.5K)
Filed 2026-11-05
ARQ Wealth Advisors, LLC
INCREASED
Shares39,067 from 27,702
Change+11,365 (+41%)
Value$2.9M (+$899.4K)
Filed 2026-10-29
Founders Financial Securities LLC
DECREASED
Shares38,928 from 56,865
Change-17,937 (-32%)
Value$2.9M (-$1.2M)
Filed 2026-10-28
WT Wealth Management
NEW
Shares37,677
Change+37,677
Value$2.8M
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares37,320
Change+37,320
Value$2.8M
Filed 2026-10-19
Novem Group
DECREASED
Shares36,982 from 45,728
Change-8,746 (-19%)
Value$2.7M (-$576.0K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares36,891 from 35,673
Change+1,218 (+3%)
Value$2.7M (+$144.2K)
Filed 2026-10-30
Asset One Wealth Management LLC
DECREASED
Shares36,662 from 79,802
Change-43,140 (-54%)
Value$2.7M (-$3.0M)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares35,377 from 36,813
Change-1,436 (-4%)
Value$2.6M (-$50.0K)
Filed 2026-10-29
Retirement Planning Group, LLC
UNCHANGED
Shares34,916 from 34,916
Change0 (0%)
Value$2.6M (+$53.1K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
INCREASED
Shares34,872 from 34,661
Change+211 (+1%)
Value$2.6M (+$68.3K)
Filed 2026-11-05
Salem Investment Counselors Inc
DECREASED
Shares34,098 from 35,359
Change-1,261 (-4%)
Value$2.5M (-$39.3K)
Filed 2026-10-13
Centerpoint Advisory Group
DECREASED
Shares32,714 from 34,250
Change-1,536 (-4%)
Value$2.4M (-$61.3K)
Filed 2026-10-23
Elevation Capital Advisory, LLC
DECREASED
Shares31,859 from 34,463
Change-2,604 (-8%)
Value$2.4M (-$139.8K)
Filed 2026-10-29
Princeton Global Asset Management LLC
INCREASED
Shares31,816 from 31,785
Change+31 (+0%)
Value$2.3M (+$50.6K)
Filed 2026-10-21
Diversify Advisory Services, LLC
DECREASED
Shares31,193 from 32,971
Change-1,778 (-5%)
Value$2.4M (+$155)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares31,193 from 32,971
Change-1,778 (-5%)
Value$2.4M (+$155)
Filed 2026-10-20
Cap Partners, LLC
DECREASED
Shares30,766 from 31,073
Change-307 (-1%)
Value$2.3M (+$24.6K)
Filed 2026-10-19
Valley National Advisers Inc
INCREASED
Shares30,507 from 30,340
Change+167 (+1%)
Value$2.3M (+$58.5K)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares28,744 from 29,220
Change-476 (-2%)
Value$2.1M (+$9.3K)
Filed 2026-10-21
Foster Group, Inc.
DECREASED
Shares27,737 from 28,819
Change-1,082 (-4%)
Value$2.0M (-$36.1K)
Filed 2026-10-13
Arwa LLC
NEW
Shares27,279
Change+27,279
Value$2.1M
Filed 2026-10-21
Saratoga Research & Investment Management
INCREASED
Shares27,199 from 19,289
Change+7,910 (+41%)
Value$2.0M (+$613.1K)
Filed 2026-10-16
Enzi Wealth
DECREASED
Shares26,971 from 27,400
Change-429 (-2%)
Value$2.0M (+$60.1K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares26,727 from 27,126
Change-399 (-1%)
Value$2.0M (+$11.8K)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares25,495 from 25,719
Change-224 (-1%)
Value$1.9M (+$22.6K)
Filed 2026-11-05
Aspen Wealth Management LLC
DECREASED
Shares24,856 from 24,936
Change-80 (0%)
Value$1.8M (+$32.0K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
UNCHANGED
Shares22,766 from 22,766
Change0 (0%)
Value$1.7M (+$34.6K)
Filed 2026-10-15
Keeler Thomas Management LLC
INCREASED
Shares22,634 from 7,666
Change+14,968 (+195%)
Value$1.7M (+$1.1M)
Filed 2026-10-29
Sugar Maple Asset Management, LLC
NEW
Shares22,555
Change+22,555
Value$1.7M
Filed 2026-10-13
Private Wealth Partners, LLC
UNCHANGED
Shares22,309 from 22,309
Change0 (0%)
Value$1.6M (+$33.9K)
Filed 2026-10-22
Gallacher Capital Management LLC
DECREASED
Shares21,761 from 33,472
Change-11,711 (-35%)
Value$1.6M (-$813.4K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares21,704 from 11,542
Change+10,162 (+88%)
Value$1.6M (+$767.5K)
Filed 2026-11-03
Mendel Money Management
INCREASED
Shares21,700 from 19,176
Change+2,524 (+13%)
Value$1.6M (+$215.4K)
Filed 2026-11-02
Sanchez Wealth Management Group
DECREASED
Shares21,002 from 375,076
Change-354,074 (-94%)
Value$1.5M (-$25.6M)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares20,969 from 20,546
Change+423 (+2%)
Value$1.5M (+$62.4K)
Filed 2026-10-20
Iron Financial LLC
DECREASED
Shares17,460 from 17,534
Change-74 (0%)
Value$1.3M (+$21.2K)
Filed 2026-10-23
Milestone Asset Management, LLC
DECREASED
Shares17,196 from 18,247
Change-1,051 (-6%)
Value$1.3M (-$49.8K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares17,005 from 21,839
Change-4,834 (-22%)
Value$1.3M (-$323.6K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
NEW
Shares16,188
Change+16,188
Value$1.2M
Filed 2026-11-03
PFG Advisors
DECREASED
Shares15,788 from 16,966
Change-1,178 (-7%)
Value$1.2M (-$61.1K)
Filed 2026-10-16
Flavin Financial Services, Inc.
DECREASED
Shares15,643 from 15,836
Change-193 (-1%)
Value$1.2M (+$9.8K)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares15,500 from 26,949
Change-11,449 (-42%)
Value$1.1M (-$804.0K)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares15,464 from 15,458
Change+6 (+0%)
Value$1.1M (+$23.9K)
Filed 2026-10-07
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares15,378 from 20,937
Change-5,559 (-27%)
Value$1.1M (-$378.4K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares15,374 from 15,598
Change-224 (-1%)
Value$1.1K (-$1.1M)
Filed 2026-10-23
M.E. Allison & Co., Inc.
UNCHANGED
Shares15,120 from 15,120
Change0 (0%)
Value$1.1M (+$23.0K)
Filed 2026-10-09
Boyum Wealth Architects LLC
UNCHANGED
Shares14,994 from 14,994
Change0 (0%)
Value$1.1M (+$37.0K)
Filed 2026-10-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares14,647 from 15,368
Change-721 (-5%)
Value$1.1M (-$29.9K)
Filed 2026-10-14
Archer Investment Management, LLC
DECREASED
Shares14,616 from 16,043
Change-1,427 (-9%)
Value$1.1M (-$80.9K)
Filed 2026-10-13
Emprise Bank
UNCHANGED
Shares13,839 from 13,839
Change0 (0%)
Value$1.0M (+$21.0K)
Filed 2026-10-07
ProCore Advisors, LLC
DECREASED
Shares13,778 from 22,235
Change-8,457 (-38%)
Value$1.0M (-$590.3K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares13,405 from 13,469
Change-64 (0%)
Value$989.3K (+$15.8K)
Filed 2026-11-05
Hamilton Capital, LLC
DECREASED
Shares13,352 from 13,353
Change-1 (0%)
Value$985.4K (+$20.2K)
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares13,263 from 16,831
Change-3,568 (-21%)
Value$978.8K (-$233.3K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
INCREASED
Shares12,495 from 12,468
Change+27 (+0%)
Value$922.2K (+$21.0K)
Filed 2026-10-26
Elm3 Financial Group, LLC
INCREASED
Shares12,101 from 11,898
Change+203 (+2%)
Value$893.1K (+$33.1K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
INCREASED
Shares12,076 from 11,912
Change+164 (+1%)
Value$891.2K (+$30.2K)
Filed 2026-10-26
Altman Advisors, Inc.
UNCHANGED
Shares11,853 from 11,853
Change0 (0%)
Value$874.8K (+$18.0K)
Filed 2026-11-05
Penney Financial, LLC
UNCHANGED
Shares11,343 from 11,343
Change0 (0%)
Value$837.1K (+$17.2K)
Filed 2026-10-20
Nottingham Advisors, Inc.
UNCHANGED
Shares11,301 from 11,301
Change0 (0%)
Value$840.2K (+$31.1K)
Filed 2026-10-29
BXM Wealth LLC
UNCHANGED
Shares11,105 from 11,105
Change0 (0%)
Value$819.5K (+$16.9K)
Filed 2026-11-03
Herold Advisors, Inc.
DECREASED
Shares10,931 from 11,522
Change-591 (-5%)
Value$806.7K (-$25.3K)
Filed 2026-10-19
Andina Capital Management, LLC
DECREASED
Shares10,501 from 11,324
Change-823 (-7%)
Value$775.0K (-$43.5K)
Filed 2026-10-21
Patten Group, Inc.
INCREASED
Shares10,283 from 10,079
Change+204 (+2%)
Value$758.9K (+$30.4K)
Filed 2026-10-26
Titleist Asset Management, LLC
DECREASED
Shares10,075 from 10,357
Change-282 (-3%)
Value$743.6K (-$5.1K)
Filed 2026-10-08
Ehrlich Financial Group
DECREASED
Shares9,489 from 9,613
Change-124 (-1%)
Value$700.3K (+$5.5K)
Filed 2026-10-20
Third View Private Wealth, LLC
DECREASED
Shares9,048 from 9,740
Change-692 (-7%)
Value$667.7K (-$36.3K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
INCREASED
Shares8,815 from 7,430
Change+1,385 (+19%)
Value$650.6K (+$113.5K)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares8,491 from 8,770
Change-279 (-3%)
Value$626.6K (-$7.3K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares8,383 from 8,383
Change0 (0%)
Value$618.6K (+$12.7K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
DECREASED
Shares8,216 from 8,363
Change-147 (-2%)
Value$606.4K (+$1.8K)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares8,145 from 8,500
Change-355 (-4%)
Value$601.1K (-$13.3K)
Filed 2026-11-02
Horizon Wealth Management, LLC
UNCHANGED
Shares7,901 from 7,901
Change0 (0%)
Value$583.1K (+$12.0K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
DECREASED
Shares7,893 from 7,897
Change-4 (0%)
Value$582.5K (+$11.7K)
Filed 2026-10-15
CGC Financial Services, LLC
INCREASED
Shares7,879 from 6,674
Change+1,205 (+18%)
Value$581.5K (+$99.1K)
Filed 2026-10-13
First Citizens Bank & Trust Co
DECREASED
Shares7,841 from 19,933
Change-12,092 (-61%)
Value$578.7K (-$862.1K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
DECREASED
Shares7,690 from 8,124
Change-434 (-5%)
Value$567.5K (-$19.7K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED
Shares7,623 from 8,265
Change-642 (-8%)
Value$562.6K (-$34.8K)
Filed 2026-10-09
Base Wealth Management LLC
UNCHANGED
Shares7,570 from 7,570
Change0 (0%)
Value$558.7K (+$11.5K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares7,394 from 8,075
Change-681 (-8%)
Value$545.7K (-$38.0K)
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares7,012 from 7,212
Change-200 (-3%)
Value$517.5K (-$3.8K)
Filed 2026-10-22
Concord Asset Management, LLC
DECREASED
Shares6,907 from 7,127
Change-220 (-3%)
Value$509.7K (-$5.4K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares6,622 from 6,595
Change+27 (+0%)
Value$488.7K (+$12.0K)
Filed 2026-10-22
Albion Financial Group
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$482.7K (+$9.9K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares6,361 from 6,686
Change-325 (-5%)
Value$469.4K (-$13.8K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares6,345 from 6,595
Change-250 (-4%)
Value$468.3K (-$8.4K)
Filed 2026-10-23
Teamwork Financial Advisors, LLC
INCREASED
Shares6,282 from 6,267
Change+15 (+0%)
Value$463.6K (+$10.7K)
Filed 2026-10-19
Lockerman Financial Group, Inc.
INCREASED
Shares6,056 from 6,042
Change+14 (+0%)
Value$447.0K (+$10.2K)
Filed 2026-10-19
MBL Wealth, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$442.8K (+$9.1K)
Filed 2026-10-22
Idaho Trust Co
DECREASED
Shares5,957 from 7,749
Change-1,792 (-23%)
Value$439.5K (-$120.5K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares5,900 from 7,271
Change-1,371 (-19%)
Value$435.5K (-$90.1K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
DECREASED
Shares5,751 from 6,935
Change-1,184 (-17%)
Value$424.4K (-$892)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$405.9K (+$8.4K)
Filed 2026-10-16
Retireful, LLC
NEW
Shares5,474
Change+5,474
Value$404.0K
Filed 2026-10-09
Reicon Wealth Advisors, LLC
INCREASED
Shares5,470 from 5,419
Change+51 (+1%)
Value$403.7K (+$12.0K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
INCREASED
Shares5,299 from 4,964
Change+335 (+7%)
Value$391.1K (+$32.3K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares5,243 from 4,880
Change+363 (+7%)
Value$393.5K (+$40.3K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,175 from 5,008
Change+167 (+3%)
Value$381.9K (+$23.1K)
Filed 2026-10-13
Sharkey, Howes & Javer
UNCHANGED
Shares5,170 from 5,170
Change0 (0%)
Value$381.5K (+$7.9K)
Filed 2026-10-22
Midwest Trust Co
UNCHANGED
Shares4,965 from 4,965
Change0 (0%)
Value$366.4K (+$7.5K)
Filed 2026-10-22
WBH Advisory Inc
DECREASED
Shares4,961 from 5,292
Change-331 (-6%)
Value$366.1K (-$16.4K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares4,898 from 5,342
Change-444 (-8%)
Value$361.5K (-$24.6K)
Filed 2026-10-13
Merited Wealth, LLC
UNCHANGED
Shares4,869 from 4,869
Change0 (0%)
Value$359.3K (+$7.4K)
Filed 2026-10-13
Financial Partners Group, Inc
INCREASED
Shares4,857 from 3,775
Change+1,082 (+29%)
Value$358.5K (+$85.6K)
Filed 2026-10-19
MN Wealth Advisors, LLC
DECREASED
Shares4,709 from 5,677
Change-968 (-17%)
Value$347.6K (-$62.8K)
Filed 2026-10-23
Investment Planning Advisors, Inc.
INCREASED
Shares4,530 from 4,525
Change+5 (+0%)
Value$334.3K (+$7.3K)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares4,529 from 5,497
Change-968 (-18%)
Value$334.2K (-$63.1K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED
Shares4,512 from 4,589
Change-77 (-2%)
Value$333.0K (+$1.3K)
Filed 2026-11-02
Old Second National Bank of Aurora
DECREASED
Shares4,452 from 7,009
Change-2,557 (-36%)
Value$328.6K (-$178.1K)
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares4,314 from 4,155
Change+159 (+4%)
Value$318.4K (+$18.1K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
DECREASED
Shares4,271 from 4,345
Change-74 (-2%)
Value$315.2K (+$1.1K)
Filed 2026-11-04
Elevation Wealth Management LLC
UNCHANGED
Shares4,213 from 4,213
Change0 (0%)
Value$310.9K (+$6.4K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares4,174 from 4,362
Change-188 (-4%)
Value$308.1K (-$7.2K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares4,173 from 4,183
Change-10 (0%)
Value$308.0K (+$5.6K)
Filed 2026-10-28
Westover Capital Advisors, LLC
DECREASED
Shares4,166 from 5,051
Change-885 (-18%)
Value$307.5K (-$57.6K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares4,145 from 4,410
Change-265 (-6%)
Value$305.9K (-$12.9K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares4,077 from 3,906
Change+171 (+4%)
Value$300.9K (+$18.6K)
Filed 2026-10-21
Skyline Advisors, Inc.
UNCHANGED
Shares4,071 from 4,071
Change0 (0%)
Value$300.4K (+$6.2K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
DECREASED
Shares3,938 from 4,067
Change-129 (-3%)
Value$290.6K (-$3.4K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$288.2K (+$5.9K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
INCREASED
Shares3,732 from 2,973
Change+759 (+26%)
Value$284.2K (+$69.3K)
Filed 2026-10-30
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares3,633 from 3,633
Change0 (0%)
Value$268.1K (+$5.5K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares3,537 from 3,987
Change-450 (-11%)
Value$261.0K (-$27.1K)
Filed 2026-10-09
Northwest Financial Advisors
INCREASED
Shares3,518 from 3,515
Change+3 (+0%)
Value$259.6K (+$5.6K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,478 from 3,506
Change-28 (-1%)
Value$256.7K (+$3.3K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares3,466 from 3,316
Change+150 (+5%)
Value$255.8K (+$16.1K)
Filed 2026-10-23
Silverlake Wealth Management LLC
NEW
Shares3,436
Change+3,436
Value$253.6K
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares3,375 from 3,660
Change-285 (-8%)
Value$249.1K (-$15.5K)
Filed 2026-10-28
Choreo, LLC
NEW
Shares3,361
Change+3,361
Value$248.0K
Filed 2026-10-28
Saxony Capital Management, LLC
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$247.2K (+$5.1K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
NEW
Shares3,256
Change+3,256
Value$240.3K
Filed 2026-10-16
GFS Advisors, LLC
INCREASED
Shares3,215 from 1,360
Change+1,855 (+136%)
Value$237.0K (-$5.8K)
Filed 2026-11-03
Uptick Partners, LLC
NEW
Shares3,065
Change+3,065
Value$226.2K
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares3,029 from 4,858
Change-1,829 (-38%)
Value$223.5K (-$127.6K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
DECREASED
Shares2,955 from 3,048
Change-93 (-3%)
Value$218.1K (-$2.2K)
Filed 2026-11-05
Sterling Group Wealth Management, LLC
DECREASED
Shares2,948 from 3,035
Change-87 (-3%)
Value$217.6K (-$1.8K)
Filed 2026-11-03
MBE Wealth Management, LLC
DECREASED
Shares2,897 from 2,974
Change-77 (-3%)
Value$213.8K (-$1.2K)
Filed 2026-10-26
Creative Financial Designs Inc
NEW
Shares2,860
Change+2,860
Value$211.1K
Filed 2026-11-04
Jones Kertz & Associates, Inc.
UNCHANGED
Shares2,829 from 2,829
Change0 (0%)
Value$208.8K (+$4.3K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
NEW
Shares2,769
Change+2,769
Value$204.4K
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$194.5K (+$4.0K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
DECREASED
Shares2,341 from 3,891
Change-1,550 (-40%)
Value$173 (-$108)
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares2,275 from 2,270
Change+5 (+0%)
Value$167.9K (+$3.9K)
Filed 2026-10-23
GoalVest Advisory LLC
DECREASED
Shares2,063 from 2,066
Change-3 (0%)
Value$152.2K (+$2.9K)
Filed 2026-10-02
KFG LLC
NEW
Shares1,595
Change+1,595
Value$117.7K
Filed 2026-11-02
Register Financial Advisors LLC
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$92.4K (+$1.9K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares1,152 from 1,360
Change-208 (-15%)
Value$85.0K (-$13.3K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares1,068 from 1,056
Change+12 (+1%)
Value$78.8K (+$2.5K)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$77.3K (+$1.6K)
Filed 2026-10-08
Abound Wealth Management
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$71.1K (+$1.5K)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$69.4K (+$1.4K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$66.7K (+$1.4K)
Filed 2026-10-23
Cardinal Strategic Wealth Guidance
DECREASED
Shares883 from 1,020
Change-137 (-13%)
Value$65.2K (-$8.6K)
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$61.9K (+$1.3K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares807
Change+807
Value$59.6K
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares557 from 1,154
Change-597 (-52%)
Value$41.1K (-$42.3K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$40.4K (+$832)
Filed 2026-10-21
Wagner Wealth Management, LLC
DECREASED
Shares515 from 612
Change-97 (-16%)
Value$38.0K (-$6.2K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$35.3K (+$726)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$29.2K (+$602)
Filed 2026-10-14
Roxbury Financial LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$23.7K (+$543)
Filed 2026-10-01
RMG Wealth Management LLC
NEW
Shares303
Change+303
Value$23.0K
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$22.0K (+$453)
Filed 2026-10-27
Financial Management Professionals, Inc.
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$19.1K (+$393)
Filed 2026-10-23
Bfsg, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$17.7K (+$364)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$17.6K (+$364)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$15.9K (+$327)
Filed 2026-10-20
Central Pacific Bank - Trust Division
INCREASED
Shares214 from 200
Change+14 (+7%)
Value$15.8K (+$1.3K)
Filed 2026-10-06
Key FInancial Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$14.8K (+$304)
Filed 2026-11-02
Planning Strategies Inc.
NEW
Shares181
Change+181
Value$13.4K
Filed 2026-10-02
Archer Investment Corp
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$9.6K (+$198)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$7.7K (+$158)
Filed 2026-11-05
TD Waterhouse Canada Inc.
NEW
Shares100
Change+100
Value$7.4K
Filed 2026-10-16
Ashton Thomas Securities, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$6.1K (+$126)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares72
Change+72
Value$5.5K
Filed 2026-10-26
Capital Investment Advisory Services, LLC
NEW
Shares70
Change+70
Value$5.2K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares66
Change+66
Value$4.8K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
NEW
Shares50
Change+50
Value$3.7K
Filed 2026-10-16
Dorato Capital Management
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.6K (+$128)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.3K (+$75)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares27
Change+27
Value$2.0K
Filed 2026-10-09
Trust Co
NEW
Shares26
Change+26
Value$1.9K
Filed 2026-10-09
GHP Investment Advisors, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$152 (+$79)
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$149 (+$4)
Filed 2026-10-27
Downshift Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$74 (+$2)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 8,217
Change-8,217 (-100%)
Value$0 (-$593.9K)
Filed 2026-10-16
Advisortrust Partners, LLC
CLOSED
Shares0 from 8,139
Change-8,139 (-100%)
Value$0 (-$588.3K)
Filed 2026-11-02
Keybank National Association
CLOSED
Shares0 from 6,510
Change-6,510 (-100%)
Value$0 (-$470.5K)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,686
Change-5,686 (-100%)
Value$0 (-$403.8K)
Filed 2026-10-16
North Capital, Inc.
CLOSED
Shares0 from 4,131
Change-4,131 (-100%)
Value$0 (-$298.6K)
Filed 2026-10-16
Redwood Financial Network Corp
CLOSED
Shares0 from 2,835
Change-2,835 (-100%)
Value$0 (-$204.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,167
Change-1,167 (-100%)
Value$0 (-$84.4K)
Filed 2026-11-02
Barrett & Company, Inc.
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-22
Tucker Asset Management LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-22
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.6M (+$101.8K)
Filed 2026-10-22
Savant Capital, LLC
N/A
Shares— from 12,544,726
Change-12,544,726 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,519,434
Change-3,519,434 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,634,467
Change-2,634,467 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,918,286
Change-1,918,286 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,858,109
Change-1,858,109 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,809,452
Change-1,809,452 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,620,104
Change-1,620,104 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,385,216
Change-1,385,216 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,314,796
Change-1,314,796 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,194,066
Change-1,194,066 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,051,811
Change-1,051,811 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,025,040
Change-1,025,040 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 901,926
Change-901,926 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 896,995
Change-896,995 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 874,194
Change-874,194 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 774,472
Change-774,472 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 688,073
Change-688,073 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 570,632
Change-570,632 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 567,142
Change-567,142 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 556,388
Change-556,388 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 494,295
Change-494,295 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 491,596
Change-491,596 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 460,857
Change-460,857 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 441,326
Change-441,326 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 431,073
Change-431,073 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 392,158
Change-392,158 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 384,142
Change-384,142 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 349,995
Change-349,995 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 347,557
Change-347,557 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 331,532
Change-331,532 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 318,031
Change-318,031 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 317,843
Change-317,843 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 288,029
Change-288,029 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 262,677
Change-262,677 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 247,077
Change-247,077 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 246,342
Change-246,342 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 237,625
Change-237,625 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 236,360
Change-236,360 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 227,621
Change-227,621 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 220,248
Change-220,248 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 217,775
Change-217,775 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 216,733
Change-216,733 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 211,334
Change-211,334 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 206,837
Change-206,837 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 201,527
Change-201,527 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 201,492
Change-201,492 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 188,900
Change-188,900 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 165,833
Change-165,833 (-100%)
Value—
Betterment LLC
N/A
Shares— from 151,401
Change-151,401 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 147,258
Change-147,258 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 138,425
Change-138,425 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 131,050
Change-131,050 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 110,135
Change-110,135 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 107,135
Change-107,135 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 105,382
Change-105,382 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 101,283
Change-101,283 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 98,709
Change-98,709 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 87,549
Change-87,549 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 86,719
Change-86,719 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 86,391
Change-86,391 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 85,485
Change-85,485 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 81,484
Change-81,484 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 77,894
Change-77,894 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 73,844
Change-73,844 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 72,616
Change-72,616 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 71,025
Change-71,025 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 67,073
Change-67,073 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 66,275
Change-66,275 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 64,751
Change-64,751 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 61,622
Change-61,622 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 61,575
Change-61,575 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,320
Change-61,320 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 60,739
Change-60,739 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 53,620
Change-53,620 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 53,071
Change-53,071 (-100%)
Value—
Centennial Bank
N/A
Shares— from 52,007
Change-52,007 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 45,925
Change-45,925 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 45,630
Change-45,630 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 45,021
Change-45,021 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 44,632
Change-44,632 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,499
Change-42,499 (-100%)
Value—
UBS Group AG
N/A
Shares— from 42,229
Change-42,229 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 41,939
Change-41,939 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,239
Change-41,239 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 40,462
Change-40,462 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 40,241
Change-40,241 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 39,981
Change-39,981 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,227
Change-39,227 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 38,526
Change-38,526 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 37,975
Change-37,975 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 37,191
Change-37,191 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 35,865
Change-35,865 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,847
Change-35,847 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 34,592
Change-34,592 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 33,720
Change-33,720 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 28,952
Change-28,952 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 26,597
Change-26,597 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,526
Change-25,526 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,191
Change-25,191 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,561
Change-24,561 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 24,402
Change-24,402 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,864
Change-23,864 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,337
Change-23,337 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 23,308
Change-23,308 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 23,129
Change-23,129 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 22,967
Change-22,967 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,784
Change-22,784 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 21,534
Change-21,534 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 19,931
Change-19,931 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,251
Change-19,251 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 17,006
Change-17,006 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,810
Change-16,810 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 16,756
Change-16,756 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,574
Change-16,574 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,117
Change-16,117 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 14,131
Change-14,131 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 14,002
Change-14,002 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,001
Change-14,001 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,923
Change-13,923 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,326
Change-12,326 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,181
Change-12,181 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,950
Change-11,950 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 10,218
Change-10,218 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,748
Change-9,748 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,053
Change-9,053 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,868
Change-6,868 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
&partners
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 818
Change-818 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 496
Change-496 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 197
Change-197 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 153
Change-153 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Rogco, LP
N/A
Shares— from 36
Change-36 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Sage Mountain Advisors LLC
INCREASED2,917,9552,910,657+7,298+0%$210.4M$215.3M+$5.0M2026-11-02
Quadcap Wealth Management, LLC
DECREASED1,257,7841,260,449-2,6650%$91.1M$92.8M+$1.7M2026-11-02
Facet Wealth, Inc.
DECREASED1,169,7371,268,937-99,200-8%$91.7M$86.3M-$5.4M2026-11-04
Hughes Financial Services, LLC
INCREASED1,056,5701,011,274+45,296+4%$73.1M$81.0M+$7.9M2026-10-30
RVW Wealth, LLC
INCREASED1,010,151952,795+57,356+6%$68.9M$74.5M+$5.7M2026-10-06
LVZ, Inc.
DECREASED1,003,9871,015,715-11,728-1%$73.4M$74.1M+$678.4K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED989,337980,654+8,683+1%$70.9M$73.0M+$2.1M2026-10-08
Midland Wealth Advisors, LLC
DECREASED912,525973,572-61,047-6%$70.4M$67.3M-$3.0M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED888,924855,394+33,530+4%$61.8M$65.6K-$61.8M2026-11-02
Commonwealth Equity Services, LLC
INCREASED836,711782,659+54,052+7%$56.6M$61.7M+$5.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED789,649683,750+105,899+15%$49.4M$58.3M+$8.9M2026-11-02
TFC Financial Management, Inc.
INCREASED769,150764,173+4,977+1%$55.2M$56.8M+$1.5M2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED670,342695,856-25,514-4%$50.3M$49.5M-$825.3K2026-11-04
Aprio Wealth Management, LLC
INCREASED487,467125,101+362,366+290%$9.0M$36.0M+$26.9M2026-10-28
Breakwater Capital Group
INCREASED452,494444,100+8,394+2%$32.1M$33.4M+$1.3M2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED445,034459,444-14,410-3%$33.3M$33.5M+$237.2K2026-10-13
Hemming& Wealth Management, Inc.
DECREASED395,439435,713-40,274-9%$31.5M$29.2M-$2.3M2026-10-20
Signaturefd, LLC
DECREASED395,265439,499-44,234-10%$31.8M$29.2M-$2.6M2026-10-23
Strategent Financial, LLC
INCREASED394,767381,137+13,630+4%$27.5M$29.1M+$1.6M2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED380,283371,322+8,961+2%$26.8M$28.1M+$1.2M2026-10-29
D.A. Davidson & Co.
INCREASED361,673109,426+252,247+231%$7.9M$26.7M+$18.8M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED353,000348,347+4,653+1%$25.2M$26.1M+$872.9K2026-10-13
Tull Financial Group, Inc.
INCREASED345,080335,421+9,659+3%$24.2M$25.5M+$1.2M2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED344,530343,162+1,368+0%$24.8M$25.4M+$622.5K2026-10-15
Spectrum Wealth Advisory Group, LLC
DECREASED326,437535,194-208,757-39%$38.7M$24.1M-$14.6M2026-10-29
Cornerstone Wealth Management, LLC
INCREASED298,429257,203+41,226+16%$18.6M$22.0M+$3.4M2026-11-04
Valicenti Advisory Services Inc
DECREASED291,865292,987-1,1220%$21.2K$21.5K+$3632026-10-23
Park Avenue Securities LLC
INCREASED283,498282,105+1,393+0%$20.4M$20.9K-$20.4M2026-10-26
Kelly Financial Group LLC
DECREASED267,243270,282-3,039-1%$19.5M$19.7M+$186.6K2026-10-16
Redw Wealth LLC
DECREASED260,173269,822-9,649-4%$19.5M$19.2M-$302.0K2026-11-02
Marks Group Wealth Management, Inc
INCREASED249,081224,884+24,197+11%$16.3M$18.4M+$2.1M2026-11-05
Plan Group Financial, LLC
INCREASED245,543208,959+36,584+18%$15.1M$18.6M+$3.5M2026-10-22
Weil Company, Inc.
INCREASED213,734203,625+10,109+5%$14.7M$15.8M+$1.1M2026-10-14
D'Orazio & Associates, Inc.
DECREASED211,973230,194-18,221-8%$16.6M$15.6M-$994.9K2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED196,960137,850+59,110+43%$10.0M$14.5M+$4.6M2026-10-22
Woodmont Investment Counsel LLC
INCREASED184,992169,718+15,274+9%$12.3M$13.7M+$1.4M2026-10-29
Ledyard National Bank
INCREASED171,028170,884+144+0%$12.4M$12.6M+$270.4K2026-10-21
Prism Advisors, Inc.
DECREASED165,503187,945-22,442-12%$13.6M$12.5M-$1.1M2026-10-09
True North Advisors, LLC
DECREASED165,226167,310-2,084-1%$12.1M$12.2M+$100.5K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED164,477164,746-2690%$11.9M$12.1M+$230.6K2026-11-05
Farther Finance Advisors, LLC
INCREASED161,853138,391+23,462+17%$10.0M$11.9M+$1.9M2026-10-08
Seamount Financial Group Inc
INCREASED156,105155,205+900+1%$11.2M$11.5M+$302.3K2026-10-21
Perigon Wealth Management, LLC
DECREASED153,954155,493-1,539-1%$11.2M$11.4M+$122.8K2026-10-22
Truist Financial Corp
INCREASED149,631110,152+39,479+36%$8.0M$11.0M+$3.1M2026-10-30
Cadent Capital Advisors, LLC
NEW146,091—+146,091——$10.8M—2026-10-09
Waterway Wealth Management, LLC
DECREASED143,742143,990-2480%$8.2M$8.3M+$116.7K2026-10-28
MBA Advisors LLC
INCREASED135,798133,585+2,213+2%$9.7M$10.0M+$366.3K2026-10-29
Able Wealth Management LLC
INCREASED130,331128,167+2,164+2%$9.3M$9.8M+$522.9K2026-10-13
Tenzing Financial LLC
INCREASED126,225122,984+3,241+3%$8.9M$9.5M+$602.9K2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED125,035122,406+2,629+2%$8.8M$9.2M+$380.1K2026-10-16
Prospera Financial Services Inc
NEW119,020—+119,020——$9.0M—2026-11-04
Focus Financial Network, Inc.
INCREASED117,557117,142+415+0%$8.5M$8.7M+$208.7K2026-10-14
Lawood & Co
DECREASED115,305116,653-1,348-1%$8.4M$8.5M+$77.8K2026-10-09
Columbus Macro, LLC
INCREASED114,832112,039+2,793+2%$8.1M$8.5M+$376.4K2026-10-14
Gibbs Wealth Management
INCREASED113,783102,393+11,390+11%$7.4M$8.4M+$996.2K2026-10-22
Thrivent Financial for Lutherans
INCREASED111,770111,244+526+0%$8.0M$8.3M+$223.0K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED108,16113,986+94,175+673%$1.0M$8.0M+$7.0M2026-10-16
Madson Wealth Advisors Inc
DECREASED97,872105,969-8,097-8%$7.7M$7.2M-$436.5K2026-10-13
Fiduciary Alliance LLC
INCREASED90,05054,787+35,263+64%$4.0M$6.6M+$2.7M2026-10-13
Blue Trust, Inc.
DECREASED87,068101,707-14,639-14%$7.4M$6.4M-$925.7K2026-10-15
BridgePort Financial Solutions, LLC
DECREASED85,73787,946-2,209-3%$6.4M$6.3M-$29.4K2026-11-02
StrongBox Wealth, LLC
NEW84,939—+84,939——$6.3M—2026-11-02
Linscomb Wealth, Inc.
INCREASED83,00481,065+1,939+2%$5.9M$6.1M+$266.3K2026-11-05
KWB Wealth
NEW82,915—+82,915——$6.1M—2026-10-16
Financial Futures Ltd Liability Co.
INCREASED81,17579,071+2,104+3%$5.7M$6.0M+$275.4K2026-10-13
Burton Enright Welch
DECREASED79,77380,157-3840%$5.8M$5.9M+$93.5K2026-11-04
Creative Planning
INCREASED78,22577,291+934+1%$5.6M$5.8M+$186.4K2026-11-02
Fulcrum Capital LLC
DECREASED77,56078,266-706-1%$5.7M$5.7M+$66.8K2026-10-15
Destiny Wealth Partners, LLC
INCREASED76,23868,387+7,851+11%$4.9M$5.7M+$807.1K2026-11-05
Integrated Capital Management, Inc.
DECREASED75,38380,238-4,855-6%$5.8M$5.6M-$236.3K2026-10-09
Arsenal Capital Advisors LLC
INCREASED71,11562,963+8,152+13%$4.6M$5.2M+$697.3K2026-11-02
Clarus Wealth Advisors
DECREASED71,016129,822-58,806-45%$9.3M$5.4M-$3.9M2026-10-13
Archford Capital Strategies, LLC
DECREASED66,22391,485-25,262-28%$6.6M$4.9M-$1.7M2026-10-19
Portside Wealth Group, LLC
INCREASED66,18855,304+10,884+20%$4.0M$4.9M+$887.3K2026-10-20
Lodestar Private Asset Management LLC
NEW65,946—+65,946——$4.9M—2026-10-26
Ballast Rock Private Wealth LLC
INCREASED65,01760,207+4,810+8%$4.4M$4.8M+$446.5K2026-10-26
FDx Advisors, Inc.
DECREASED64,84266,194-1,352-2%$4.8M$4.8M$02026-11-05
Tableaux LLC
INCREASED63,40262,797+605+1%$4.5M$4.7M+$140.1K2026-10-23
Ballast Financial Advisors LLC
DECREASED62,45062,901-451-1%$4.5M$4.6M+$62.3K2026-10-26
Madrid Wealth Management, LLC
DECREASED60,71066,608-5,898-9%$4.8M$4.5M-$334.0K2026-10-23
Cornerstone Wealth, LLC
DECREASED57,53488,256-30,722-35%$6.4M$4.4M-$2.0M2026-10-28
Peck Wealth Management, LLC
INCREASED56,74455,982+762+1%$4.0M$4.2M+$141.3K2026-10-29
Kathmere Capital Management, LLC
DECREASED55,82656,178-352-1%$4.1M$4.1M+$59.4K2026-10-20
Oasis Advisors, LLC
INCREASED55,43933,895+21,544+64%$2.4M$4.1M+$1.6M2026-10-16
Avior Wealth Management, LLC
INCREASED55,29349,509+5,784+12%$3.6M$4.1M+$502.2K2026-10-13
Golden State Wealth Management, LLC
DECREASED54,792101,321-46,529-46%$7.3M$4.0M-$3.3M2026-11-02
Perryman Financial Advisory Inc
INCREASED52,27750,779+1,498+3%$3.7M$3.9M+$187.7K2026-10-16
Independent Financial Group, LLC
INCREASED49,63248,790+842+2%$3.5M$3.7M+$136.3K2026-10-13
IFP Advisors, Inc
DECREASED49,51049,513-30%$3.6M$3.7M+$75.0K2026-10-16
Intelligence Driven Advisers, LLC
DECREASED48,64050,115-1,475-3%$3.6M$3.6M-$32.7K2026-10-09
Ayalon Insurance Comp Ltd.
INCREASED48,51339,764+8,749+22%$2.9K$3.6K+$7062026-10-08
Atria Investments, Inc
INCREASED45,30224,405+20,897+86%$1.8M$3.3M+$1.6M2026-10-15
Fifth Third Bancorp
DECREASED42,07243,573-1,501-3%$3.1M$3.1M-$44.5K2026-11-05
ARQ Wealth Advisors, LLC
INCREASED39,06727,702+11,365+41%$2.0M$2.9M+$899.4K2026-10-29
Founders Financial Securities LLC
DECREASED38,92856,865-17,937-32%$4.1M$2.9M-$1.2M2026-10-28
WT Wealth Management
NEW37,677—+37,677——$2.8M—2026-10-13
UMB Private Wealth Management, LLC
NEW37,320—+37,320——$2.8M—2026-10-19
Novem Group
DECREASED36,98245,728-8,746-19%$3.3M$2.7M-$576.0K2026-10-19
Spire Wealth Management
INCREASED36,89135,673+1,218+3%$2.6M$2.7M+$144.2K2026-10-30
Asset One Wealth Management LLC
DECREASED36,66279,802-43,140-54%$5.7M$2.7M-$3.0M2026-11-02
Vise Technologies, Inc.
DECREASED35,37736,813-1,436-4%$2.7M$2.6M-$50.0K2026-10-29
Retirement Planning Group, LLC
UNCHANGED34,91634,91600%$2.5M$2.6M+$53.1K2026-10-19
Confluence Wealth Services, Inc.
INCREASED34,87234,661+211+1%$2.5M$2.6M+$68.3K2026-11-05
Salem Investment Counselors Inc
DECREASED34,09835,359-1,261-4%$2.6M$2.5M-$39.3K2026-10-13
Centerpoint Advisory Group
DECREASED32,71434,250-1,536-4%$2.5M$2.4M-$61.3K2026-10-23
Elevation Capital Advisory, LLC
DECREASED31,85934,463-2,604-8%$2.5M$2.4M-$139.8K2026-10-29
Princeton Global Asset Management LLC
INCREASED31,81631,785+31+0%$2.3M$2.3M+$50.6K2026-10-21
Diversify Advisory Services, LLC
DECREASED31,19332,971-1,778-5%$2.4M$2.4M+$1552026-10-20
Diversify Wealth Management, LLC
DECREASED31,19332,971-1,778-5%$2.4M$2.4M+$1552026-10-20
Cap Partners, LLC
DECREASED30,76631,073-307-1%$2.2M$2.3M+$24.6K2026-10-19
Valley National Advisers Inc
INCREASED30,50730,340+167+1%$2.2M$2.3M+$58.5K2026-10-23
Fifth Third Securities, Inc.
DECREASED28,74429,220-476-2%$2.1M$2.1M+$9.3K2026-10-21
Foster Group, Inc.
DECREASED27,73728,819-1,082-4%$2.1M$2.0M-$36.1K2026-10-13
Arwa LLC
NEW27,279—+27,279——$2.1M—2026-10-21
Saratoga Research & Investment Management
INCREASED27,19919,289+7,910+41%$1.4M$2.0M+$613.1K2026-10-16
Enzi Wealth
DECREASED26,97127,400-429-2%$2.0M$2.0M+$60.1K2026-10-14
Integrated Advisors Network LLC
DECREASED26,72727,126-399-1%$2.0M$2.0M+$11.8K2026-10-20
Nations Financial Group Inc,
DECREASED25,49525,719-224-1%$1.9M$1.9M+$22.6K2026-11-05
Aspen Wealth Management LLC
DECREASED24,85624,936-800%$1.8M$1.8M+$32.0K2026-10-14
Resonant Capital Advisors, LLC
UNCHANGED22,76622,76600%$1.6M$1.7M+$34.6K2026-10-15
Keeler Thomas Management LLC
INCREASED22,6347,666+14,968+195%$554.1K$1.7M+$1.1M2026-10-29
Sugar Maple Asset Management, LLC
NEW22,555—+22,555——$1.7M—2026-10-13
Private Wealth Partners, LLC
UNCHANGED22,30922,30900%$1.6M$1.6M+$33.9K2026-10-22
Gallacher Capital Management LLC
DECREASED21,76133,472-11,711-35%$2.4M$1.6M-$813.4K2026-10-30
RFG Advisory, LLC
INCREASED21,70411,542+10,162+88%$834.3K$1.6M+$767.5K2026-11-03
Mendel Money Management
INCREASED21,70019,176+2,524+13%$1.4M$1.6M+$215.4K2026-11-02
Sanchez Wealth Management Group
DECREASED21,002375,076-354,074-94%$27.1M$1.5M-$25.6M2026-11-02
Private Trust Co NA
INCREASED20,96920,546+423+2%$1.5M$1.5M+$62.4K2026-10-20
Iron Financial LLC
DECREASED17,46017,534-740%$1.3M$1.3M+$21.2K2026-10-23
Milestone Asset Management, LLC
DECREASED17,19618,247-1,051-6%$1.3M$1.3M-$49.8K2026-10-15
Procyon Advisors, LLC
DECREASED17,00521,839-4,834-22%$1.6M$1.3M-$323.6K2026-10-21
Mirae Asset Global Investments Co., Ltd.
NEW16,188—+16,188——$1.2M—2026-11-03
PFG Advisors
DECREASED15,78816,966-1,178-7%$1.2M$1.2M-$61.1K2026-10-16
Flavin Financial Services, Inc.
DECREASED15,64315,836-193-1%$1.1M$1.2M+$9.8K2026-10-21
Sigma Planning Corp
DECREASED15,50026,949-11,449-42%$1.9M$1.1M-$804.0K2026-10-23
Cooper Financial Group
INCREASED15,46415,458+6+0%$1.1M$1.1M+$23.9K2026-10-07
Stonehaven Wealth & TAX Solutions, LLC
DECREASED15,37820,937-5,559-27%$1.5M$1.1M-$378.4K2026-10-22
Tsfg, LLC
DECREASED15,37415,598-224-1%$1.1M$1.1K-$1.1M2026-10-23
M.E. Allison & Co., Inc.
UNCHANGED15,12015,12000%$1.1M$1.1M+$23.0K2026-10-09
Boyum Wealth Architects LLC
UNCHANGED14,99414,99400%$1.1M$1.1M+$37.0K2026-10-06
Redhawk Wealth Advisors, Inc.
DECREASED14,64715,368-721-5%$1.1M$1.1M-$29.9K2026-10-14
Archer Investment Management, LLC
DECREASED14,61616,043-1,427-9%$1.2M$1.1M-$80.9K2026-10-13
Emprise Bank
UNCHANGED13,83913,83900%$1.0M$1.0M+$21.0K2026-10-07
ProCore Advisors, LLC
DECREASED13,77822,235-8,457-38%$1.6M$1.0M-$590.3K2026-10-14
Silver Grove Financial Group, Inc.
DECREASED13,40513,469-640%$973.5K$989.3K+$15.8K2026-11-05
Hamilton Capital, LLC
DECREASED13,35213,353-10%$965.1K$985.4K+$20.2K2026-10-08
StoneX Group Inc.
DECREASED13,26316,831-3,568-21%$1.2M$978.8K-$233.3K2026-11-03
High Net Worth Advisory Group LLC
INCREASED12,49512,468+27+0%$901.2K$922.2K+$21.0K2026-10-26
Elm3 Financial Group, LLC
INCREASED12,10111,898+203+2%$860.0K$893.1K+$33.1K2026-10-07
Flagship Harbor Advisors, LLC
INCREASED12,07611,912+164+1%$861.0K$891.2K+$30.2K2026-10-26
Altman Advisors, Inc.
UNCHANGED11,85311,85300%$856.7K$874.8K+$18.0K2026-11-05
Penney Financial, LLC
UNCHANGED11,34311,34300%$819.9K$837.1K+$17.2K2026-10-20
Nottingham Advisors, Inc.
UNCHANGED11,30111,30100%$809.2K$840.2K+$31.1K2026-10-29
BXM Wealth LLC
UNCHANGED11,10511,10500%$802.7K$819.5K+$16.9K2026-11-03
Herold Advisors, Inc.
DECREASED10,93111,522-591-5%$832.0K$806.7K-$25.3K2026-10-19
Andina Capital Management, LLC
DECREASED10,50111,324-823-7%$818.5K$775.0K-$43.5K2026-10-21
Patten Group, Inc.
INCREASED10,28310,079+204+2%$728.5K$758.9K+$30.4K2026-10-26
Titleist Asset Management, LLC
DECREASED10,07510,357-282-3%$748.6K$743.6K-$5.1K2026-10-08
Ehrlich Financial Group
DECREASED9,4899,613-124-1%$694.8K$700.3K+$5.5K2026-10-20
Third View Private Wealth, LLC
DECREASED9,0489,740-692-7%$704.0K$667.7K-$36.3K2026-10-30
Financial Network Wealth Advisors LLC
INCREASED8,8157,430+1,385+19%$537.1K$650.6K+$113.5K2026-10-28
Norden Group LLC
DECREASED8,4918,770-279-3%$633.9K$626.6K-$7.3K2026-10-20
Jamison Private Wealth Management, Inc.
UNCHANGED8,3838,38300%$605.9K$618.6K+$12.7K2026-10-14
Wilkerson Advisory Group LLC
DECREASED8,2168,363-147-2%$604.5K$606.4K+$1.8K2026-10-20
Concord Wealth Partners
DECREASED8,1458,500-355-4%$614.4K$601.1K-$13.3K2026-11-02
Horizon Wealth Management, LLC
UNCHANGED7,9017,90100%$571.1K$583.1K+$12.0K2026-11-02
Legacy Wealth Partners, LLC
DECREASED7,8937,897-40%$570.8K$582.5K+$11.7K2026-10-15
CGC Financial Services, LLC
INCREASED7,8796,674+1,205+18%$482.4K$581.5K+$99.1K2026-10-13
First Citizens Bank & Trust Co
DECREASED7,84119,933-12,092-61%$1.4M$578.7K-$862.1K2026-10-14
Acorn Wealth Advisors, LLC
DECREASED7,6908,124-434-5%$587.2K$567.5K-$19.7K2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED7,6238,265-642-8%$597.4K$562.6K-$34.8K2026-10-09
Base Wealth Management LLC
UNCHANGED7,5707,57000%$547.1K$558.7K+$11.5K2026-10-21
Annex Advisory Services, LLC
DECREASED7,3948,075-681-8%$583.7K$545.7K-$38.0K2026-10-16
Winthrop Advisory Group LLC
DECREASED7,0127,212-200-3%$521.3K$517.5K-$3.8K2026-10-22
Concord Asset Management, LLC
DECREASED6,9077,127-220-3%$515.1K$509.7K-$5.4K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED6,6226,595+27+0%$476.7K$488.7K+$12.0K2026-10-22
Albion Financial Group
UNCHANGED6,5406,54000%$472.7K$482.7K+$9.9K2026-10-21
Citigroup Inc
DECREASED6,3616,686-325-5%$483.3K$469.4K-$13.8K2026-11-04
Apollon Wealth Management, LLC
DECREASED6,3456,595-250-4%$476.7K$468.3K-$8.4K2026-10-23
Teamwork Financial Advisors, LLC
INCREASED6,2826,267+15+0%$453.0K$463.6K+$10.7K2026-10-19
Lockerman Financial Group, Inc.
INCREASED6,0566,042+14+0%$436.7K$447.0K+$10.2K2026-10-19
MBL Wealth, LLC
UNCHANGED6,0006,00000%$433.7K$442.8K+$9.1K2026-10-22
Idaho Trust Co
DECREASED5,9577,749-1,792-23%$560.1K$439.5K-$120.5K2026-11-04
Axxcess Wealth Management, LLC
DECREASED5,9007,271-1,371-19%$525.6K$435.5K-$90.1K2026-10-21
SAX Wealth Advisors, LLC
DECREASED5,7516,935-1,184-17%$425.3K$424.4K-$8922026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED5,5005,50000%$397.5K$405.9K+$8.4K2026-10-16
Retireful, LLC
NEW5,474—+5,474——$404.0K—2026-10-09
Reicon Wealth Advisors, LLC
INCREASED5,4705,419+51+1%$391.7K$403.7K+$12.0K2026-11-04
Flagship Wealth Advisors, LLC
INCREASED5,2994,964+335+7%$358.8K$391.1K+$32.3K2026-11-03
Global Assets Advisory, LLC
INCREASED5,2434,880+363+7%$353.2K$393.5K+$40.3K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED5,1755,008+167+3%$358.9K$381.9K+$23.1K2026-10-13
Sharkey, Howes & Javer
UNCHANGED5,1705,17000%$373.7K$381.5K+$7.9K2026-10-22
Midwest Trust Co
UNCHANGED4,9654,96500%$358.9K$366.4K+$7.5K2026-10-22
WBH Advisory Inc
DECREASED4,9615,292-331-6%$382.5K$366.1K-$16.4K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED4,8985,342-444-8%$386.1K$361.5K-$24.6K2026-10-13
Merited Wealth, LLC
UNCHANGED4,8694,86900%$351.9K$359.3K+$7.4K2026-10-13
Financial Partners Group, Inc
INCREASED4,8573,775+1,082+29%$272.9K$358.5K+$85.6K2026-10-19
MN Wealth Advisors, LLC
DECREASED4,7095,677-968-17%$410.3K$347.6K-$62.8K2026-10-23
Investment Planning Advisors, Inc.
INCREASED4,5304,525+5+0%$327.1K$334.3K+$7.3K2026-10-14
HB Wealth Management, LLC
DECREASED4,5295,497-968-18%$397.3K$334.2K-$63.1K2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED4,5124,589-77-2%$331.7K$333.0K+$1.3K2026-11-02
Old Second National Bank of Aurora
DECREASED4,4527,009-2,557-36%$506.6K$328.6K-$178.1K2026-10-22
Morey & Quinn Wealth Partners, LLC
INCREASED4,3144,155+159+4%$300.3K$318.4K+$18.1K2026-10-28
Daymark Wealth Partners, LLC
DECREASED4,2714,345-74-2%$314.1K$315.2K+$1.1K2026-11-04
Elevation Wealth Management LLC
UNCHANGED4,2134,21300%$304.5K$310.9K+$6.4K2026-11-02
Signal Advisors Wealth, LLC
DECREASED4,1744,362-188-4%$315.3K$308.1K-$7.2K2026-10-13
MGO One Seven LLC
DECREASED4,1734,183-100%$302.4K$308.0K+$5.6K2026-10-28
Westover Capital Advisors, LLC
DECREASED4,1665,051-885-18%$365.1K$307.5K-$57.6K2026-10-26
Lanark Financial, Inc.
DECREASED4,1454,410-265-6%$318.8K$305.9K-$12.9K2026-10-26
Assetmark, Inc
INCREASED4,0773,906+171+4%$282.3K$300.9K+$18.6K2026-10-21
Skyline Advisors, Inc.
UNCHANGED4,0714,07100%$294.2K$300.4K+$6.2K2026-11-03
SeaCrest Wealth Management, LLC
DECREASED3,9384,067-129-3%$294.0K$290.6K-$3.4K2026-10-21
US Bancorp \de\
UNCHANGED3,9053,90500%$282.3K$288.2K+$5.9K2026-11-05
Capital Asset Advisory Services LLC
INCREASED3,7322,973+759+26%$214.9K$284.2K+$69.3K2026-10-30
Portfolio Resources Advisor Group, Inc.
UNCHANGED3,6333,63300%$262.6K$268.1K+$5.5K2026-10-20
Balefire, LLC
DECREASED3,5373,987-450-11%$288.1K$261.0K-$27.1K2026-10-09
Northwest Financial Advisors
INCREASED3,5183,515+3+0%$254.1K$259.6K+$5.6K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED3,4783,506-28-1%$253.4K$256.7K+$3.3K2026-11-03
Sowell Financial Services LLC
INCREASED3,4663,316+150+5%$239.7K$255.8K+$16.1K2026-10-23
Silverlake Wealth Management LLC
NEW3,436—+3,436——$253.6K—2026-10-21
Alliance Wealth Advisors, LLC
DECREASED3,3753,660-285-8%$264.5K$249.1K-$15.5K2026-10-28
Choreo, LLC
NEW3,361—+3,361——$248.0K—2026-10-28
Saxony Capital Management, LLC
UNCHANGED3,3503,35000%$242.1K$247.2K+$5.1K2026-10-15
Robertson Stephens Wealth Management, LLC
NEW3,256—+3,256——$240.3K—2026-10-16
GFS Advisors, LLC
INCREASED3,2151,360+1,855+136%$242.8K$237.0K-$5.8K2026-11-03
Uptick Partners, LLC
NEW3,065—+3,065——$226.2K—2026-11-04
Davenport & Co LLC
DECREASED3,0294,858-1,829-38%$351.2K$223.5K-$127.6K2026-10-14
Fidelity D & D Bancorp Inc
DECREASED2,9553,048-93-3%$220.3K$218.1K-$2.2K2026-11-05
Sterling Group Wealth Management, LLC
DECREASED2,9483,035-87-3%$219.4K$217.6K-$1.8K2026-11-03
MBE Wealth Management, LLC
DECREASED2,8972,974-77-3%$215.0K$213.8K-$1.2K2026-10-26
Creative Financial Designs Inc
NEW2,860—+2,860——$211.1K—2026-11-04
Jones Kertz & Associates, Inc.
UNCHANGED2,8292,82900%$204.5K$208.8K+$4.3K2026-10-28
Lantern Wealth Advisors, LLC
NEW2,769—+2,769——$204.4K—2026-10-22
Central Trust Co
UNCHANGED2,6362,63600%$190.5K$194.5K+$4.0K2026-11-05
Capital Advisors, Ltd. LLC
DECREASED2,3413,891-1,550-40%$281$173-$1082026-10-27
Harbor Asset Planning, Inc.
INCREASED2,2752,270+5+0%$164.1K$167.9K+$3.9K2026-10-23
GoalVest Advisory LLC
DECREASED2,0632,066-30%$149.3K$152.2K+$2.9K2026-10-02
KFG LLC
NEW1,595—+1,595——$117.7K—2026-11-02
Register Financial Advisors LLC
UNCHANGED1,2521,25200%$90.5K$92.4K+$1.9K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED1,1521,360-208-15%$98.3K$85.0K-$13.3K2026-11-04
Triumph Capital Management
INCREASED1,0681,056+12+1%$76.3K$78.8K+$2.5K2026-10-14
CoreCap Advisors, LLC
UNCHANGED1,0471,04700%$75.7K$77.3K+$1.6K2026-10-08
Abound Wealth Management
UNCHANGED96496400%$69.7K$71.1K+$1.5K2026-10-26
Asset Dedication, LLC
UNCHANGED94094000%$67.9K$69.4K+$1.4K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED90490400%$65.3K$66.7K+$1.4K2026-10-23
Cardinal Strategic Wealth Guidance
DECREASED8831,020-137-13%$73.7K$65.2K-$8.6K2026-11-02
Arlington Trust Co LLC
UNCHANGED83983900%$60.6K$61.9K+$1.3K2026-10-20
Root Financial Partners, LLC
NEW807—+807——$59.6K—2026-10-21
Parallel Advisors, LLC
DECREASED5571,154-597-52%$83.4K$41.1K-$42.3K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED54754700%$39.5K$40.4K+$8322026-10-21
Wagner Wealth Management, LLC
DECREASED515612-97-16%$44.2K$38.0K-$6.2K2026-10-21
Plante Moran Financial Advisors, LLC
UNCHANGED47847800%$34.6K$35.3K+$7262026-11-04
Fortitude Family Office, LLC
UNCHANGED39639600%$28.6K$29.2K+$6022026-10-14
Roxbury Financial LLC
UNCHANGED32032000%$23.1K$23.7K+$5432026-10-01
RMG Wealth Management LLC
NEW303—+303——$23.0K—2026-10-26
Bokf, NA
UNCHANGED29829800%$21.5K$22.0K+$4532026-10-27
Financial Management Professionals, Inc.
UNCHANGED25925900%$18.7K$19.1K+$3932026-10-23
Bfsg, LLC
UNCHANGED24024000%$17.3K$17.7K+$3642026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED23923900%$17.3K$17.6K+$3642026-10-15
City State Bank
UNCHANGED21521500%$15.5K$15.9K+$3272026-10-20
Central Pacific Bank - Trust Division
INCREASED214200+14+7%$14.5K$15.8K+$1.3K2026-10-06
Key FInancial Inc
UNCHANGED20020000%$14.5K$14.8K+$3042026-11-02
Planning Strategies Inc.
NEW181—+181——$13.4K—2026-10-02
Archer Investment Corp
UNCHANGED13013000%$9.4K$9.6K+$1982026-11-05
Valued Wealth Advisors LLC
UNCHANGED10410400%$7.5K$7.7K+$1582026-11-05
TD Waterhouse Canada Inc.
NEW100—+100——$7.4K—2026-10-16
Ashton Thomas Securities, LLC
UNCHANGED838300%$6.0K$6.1K+$1262026-10-26
Transce3nd, LLC
NEW72—+72——$5.5K—2026-10-26
Capital Investment Advisory Services, LLC
NEW70—+70——$5.2K—2026-10-30
Latitude Advisors, LLC
NEW66—+66——$4.8K—2026-10-27
Brown, Lisle Ings, Inc.
NEW50—+50——$3.7K—2026-10-16
Dorato Capital Management
UNCHANGED484800%$3.5K$3.6K+$1282026-10-08
Buck Wealth Strategies, LLC
UNCHANGED444400%$3.2K$3.3K+$752026-10-28
GK Wealth Management LLC
NEW27—+27——$2.0K—2026-10-09
Trust Co
NEW26—+26——$1.9K—2026-10-09
GHP Investment Advisors, Inc.
INCREASED21+1+100%$73$152+$792026-10-15
DecisionPoint Financial, LLC
UNCHANGED2200%$145$149+$42026-10-27
Downshift Financial, LLC
UNCHANGED1100%$72$74+$22026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED08,217-8,217-100%$593.9K$0-$593.9K2026-10-16
Advisortrust Partners, LLC
CLOSED08,139-8,139-100%$588.3K$0-$588.3K2026-11-02
Keybank National Association
CLOSED06,510-6,510-100%$470.5K$0-$470.5K2026-11-04
Scarborough Advisors, LLC
CLOSED05,686-5,686-100%$403.8K$0-$403.8K2026-10-16
North Capital, Inc.
CLOSED04,131-4,131-100%$298.6K$0-$298.6K2026-10-16
Redwood Financial Network Corp
CLOSED02,835-2,835-100%$204.9K$0-$204.9K2026-11-03
International Assets Investment Management, LLC
CLOSED01,167-1,167-100%$84.4K$0-$84.4K2026-11-02
Barrett & Company, Inc.
CLOSED0467-467-100%$33.8K$0-$33.8K2026-10-22
Tucker Asset Management LLC
CLOSED0245-245-100%$17.7K$0-$17.7K2026-10-29
AdvisorNet Financial, Inc
CLOSED0207-207-100%$15.0K$0-$15.0K2026-10-15
Farmers & Merchants Investments Inc
CLOSED057-57-100%$4.1K$0-$4.1K2026-10-22
Illumine Investment Management, LLC
UNCHANGED000—$1.5M$1.6M+$101.8K2026-10-22
Savant Capital, LLC
N/A—12,544,726-12,544,726-100%$906.7M———
LPL Financial LLC
N/A—3,519,434-3,519,434-100%$254.4M———
Focus Partners Wealth
N/A—2,634,467-2,634,467-100%$190.4M———
ST Germain D J Co Inc
N/A—1,918,286-1,918,286-100%$138.7M———
JPMorgan Chase & Co
N/A—1,858,109-1,858,109-100%$133.2M———
Morgan Stanley
N/A—1,809,452-1,809,452-100%$130.8M———
Raymond James Financial Inc
N/A—1,620,104-1,620,104-100%$117.1M———
Bank of America Corp
N/A—1,385,216-1,385,216-100%$100.1M———
Savvy Advisors, Inc.
N/A—1,314,796-1,314,796-100%$95.0M———
Cetera Investment Advisers
N/A—1,194,066-1,194,066-100%$86.3M———
Northwestern Mutual Wealth Management Co
N/A—1,051,811-1,051,811-100%$76.0M———
EP Wealth Advisors, LLC
N/A—1,025,040-1,025,040-100%$74.1M———
UMB Bank, n.a.
N/A—901,926-901,926-100%$65.2M———
Osaic Holdings, Inc.
N/A—896,995-896,995-100%$64.8M———
Envestnet Asset Management Inc
N/A—874,194-874,194-100%$63.2M———
Federation des caisses Desjardins du Quebec
N/A—774,472-774,472-100%$56.0M———
Vertex Planning Partners, LLC
N/A—688,073-688,073-100%$49.7M———
Intellus Advisors LLC
N/A—570,632-570,632-100%$41.2M———
Equitable Holdings, Inc.
N/A—567,142-567,142-100%$41.0M———
Goldstone Financial Group, LLC
N/A—556,388-556,388-100%$40.2M———
Bartlett & Co. Wealth Management LLC
N/A—494,295-494,295-100%$35.7M———
One Capital Management, LLC
N/A—491,596-491,596-100%$30.1M———
Harbour Investments, Inc.
N/A—460,857-460,857-100%$33.3M———
Baker Avenue Asset Management, LP
N/A—441,326-441,326-100%$31.9M———
NewEdge Advisors, LLC
N/A—431,073-431,073-100%$31.2M———
HighTower Advisors, LLC
N/A—392,158-392,158-100%$28.3M———
Jones Financial Companies Lllp
N/A—384,142-384,142-100%$27.2M———
Stratos Wealth Partners, Ltd.
N/A—349,995-349,995-100%$25.3M———
Wells Fargo & Company
N/A—347,557-347,557-100%$25.1M———
Geneos Wealth Management Inc.
N/A—331,532-331,532-100%$24.0M———
Ameritas Advisory Services, LLC
N/A—318,031-318,031-100%$23.0M———
Rockefeller Capital Management L.P.
N/A—317,843-317,843-100%$23.0M———
Cerity Partners LLC
N/A—288,029-288,029-100%$20.8M———
Royal Bank of Canada
N/A—262,677-262,677-100%$19.0M———
Mason & Associates Inc
N/A—247,077-247,077-100%$17.9M———
Knightsbridge Asset Management, LLC
N/A—246,342-246,342-100%$17.8M———
Modern Wealth Management, LLC
N/A—237,625-237,625-100%$17.2M———
MML Investors Services, LLC
N/A—236,360-236,360-100%$17.1M———
Private Advisor Group, LLC
N/A—227,621-227,621-100%$16.5M———
Sanctuary Advisors, LLC
N/A—220,248-220,248-100%$15.9M———
Janney Montgomery Scott LLC
N/A—217,775-217,775-100%$15.7M———
Beacon Pointe Advisors, LLC
N/A—216,733-216,733-100%$15.7M———
Per Stirling Capital Management, Llc.
N/A—211,334-211,334-100%$15.3M———
Petra Financial Advisors Inc
N/A—206,837-206,837-100%$15.0M———
Alpha Zero LLC
N/A—201,527-201,527-100%$14.5M———
Allworth Financial LP
N/A—201,492-201,492-100%$14.6M———
Stifel Financial Corp
N/A—188,900-188,900-100%$13.7M———
Integrated Wealth Concepts LLC
N/A—165,833-165,833-100%$12.0M———
Betterment LLC
N/A—151,401-151,401-100%$10.9M———
Summit Financial, LLC
N/A—147,258-147,258-100%$10.6M———
Benjamin Edwards Inc
N/A—138,425-138,425-100%$10.0M———
Navalign, LLC
N/A—131,050-131,050-100%$9.5M———
Baird Financial Group, Inc.
N/A—110,135-110,135-100%$8.0M———
Maridea Wealth Management LLC
N/A—107,135-107,135-100%$7.7M———
Pallas Capital Advisors LLC
N/A—105,382-105,382-100%$7.6M———
Arrowroot Family Office, LLC
N/A—101,283-101,283-100%$7.3M———
Medallion Wealth Advisors, LLC
N/A—98,709-98,709-100%$4.6M———
Merit Financial Group, LLC
N/A—87,549-87,549-100%$6.3M———
Tandem Financial, LLC
N/A—86,719-86,719-100%$6.3M———
Magnolia Capital Advisors LLC
N/A—86,391-86,391-100%$6.2M———
HighPoint Advisor Group LLC
N/A—85,485-85,485-100%$6.2M———
Delos Wealth Advisors, LLC
N/A—81,484-81,484-100%$5.9M———
MorganRosel Wealth Management, LLC
N/A—77,894-77,894-100%$5.6M———
Collaborative Wealth Managment Inc.
N/A—73,844-73,844-100%$5.3M———
Mutual Advisors, LLC
N/A—72,616-72,616-100%$5.2M———
Shepherd Kaplan Krochuk, LLC
N/A—71,025-71,025-100%$5.1M———
Western Wealth Management, LLC
N/A—67,073-67,073-100%$4.8M———
Foundations Investment Advisors, LLC
N/A—66,275-66,275-100%$4.8M———
Palisade Capital Management, LP
N/A—64,751-64,751-100%$4.7M———
Empowered Funds, LLC
N/A—61,622-61,622-100%$4.5M———
TD Capital Management LLC
N/A—61,575-61,575-100%$4.5M———
Susquehanna International Group, LLP
N/A—61,320-61,320-100%$4.4M———
Insigneo Advisory Services, LLC
N/A—60,739-60,739-100%$4.4M———
Keystone Financial Group
N/A—53,620-53,620-100%$3.9M———
SHP Wealth Management
N/A—53,071-53,071-100%$3.8M———
Centennial Bank
N/A—52,007-52,007-100%$3.8M———
Thoroughbred Financial Services, LLC
N/A—45,925-45,925-100%$3.3M———
L & S Advisors Inc
N/A—45,630-45,630-100%$3.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—45,021-45,021-100%$3.3M———
Gladstone Institutional Advisory LLC
N/A—44,632-44,632-100%$3.2M———
Vestmark Advisory Solutions, Inc.
N/A—42,499-42,499-100%$3.1M———
UBS Group AG
N/A—42,229-42,229-100%$3.1M———
JT Stratford LLC
N/A—41,939-41,939-100%$3.0M———
FMR LLC
N/A—41,239-41,239-100%$3.0M———
Wealth Advisors of Iowa, LLC
N/A—40,462-40,462-100%$2.9M———
Sequoia Financial Advisors, LLC
N/A—40,241-40,241-100%$2.9M———
Goldman Sachs Group Inc
N/A—39,981-39,981-100%$2.9M———
Mariner, LLC
N/A—39,227-39,227-100%$2.8M———
Advisory Services Network, LLC
N/A—38,526-38,526-100%$2.8M———
Smith, Moore & Co.
N/A—37,975-37,975-100%$2.7M———
Wealthspire Advisors, LLC
N/A—37,191-37,191-100%$2.7M———
N.E.W. Advisory Services LLC
N/A—35,865-35,865-100%$2.6M———
Mercer Global Advisors Inc
N/A—35,847-35,847-100%$2.6M———
Matters Capital LLC
N/A—34,592-34,592-100%$2.5M———
National Bank of Canada
N/A—33,720-33,720-100%$2.4M———
Intrust Bank NA
N/A—28,952-28,952-100%$2.1M———
Seaview Investment Managers LLC
N/A—26,597-26,597-100%$1.9M———
Silver OAK Securities, Incorporated
N/A—25,526-25,526-100%$1.8M———
Nuveen, LLC
N/A—25,191-25,191-100%$1.8M———
GTS Securities LLC
N/A—24,561-24,561-100%$1.8M———
First Commonwealth Financial Corp
N/A—24,402-24,402-100%$1.8M———
Composition Wealth, LLC
N/A—23,864-23,864-100%$1.7M———
Arax Advisory Partners
N/A—23,337-23,337-100%$1.7M———
Ameriprise Financial Inc
N/A—23,308-23,308-100%$1.7M———
American Financial Advisors, LLC
N/A—23,129-23,129-100%$1.7M———
Westfuller Advisors, LLC
N/A—22,967-22,967-100%$1.7M———
Arkadios Wealth Advisors
N/A—22,784-22,784-100%$1.6M———
Wealthfront Advisers LLC
N/A—21,534-21,534-100%$1.6M———
Qube Research & Technologies Ltd
N/A—19,931-19,931-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—19,251-19,251-100%$1.4M———
Quantinno Capital Management LP
N/A—17,947-17,947-100%$1.3M———
Everest Private Wealth
N/A—17,006-17,006-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—16,810-16,810-100%$1.2M———
Florida Financial Advisors, LLC
N/A—16,756-16,756-100%$1.2M———
NewEdge Wealth, LLC
N/A—16,574-16,574-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—16,117-16,117-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—14,525-14,525-100%$1.0M———
Cambria Investment Management, L.P.
N/A—14,131-14,131-100%$1.0M———
Drive Wealth Management, LLC
N/A—14,002-14,002-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—14,001-14,001-100%$1.0M———
Moneta Group Investment Advisors LLC
N/A—13,923-13,923-100%$1.0M———
Wealthedge Investment Advisors, LLC
N/A—13,630-13,630-100%$985.2K———
Jefferson Bridge Capital, LLC
N/A—13,545-13,545-100%$979.1K———
Steward Partners Investment Advisory, LLC
N/A—12,997-12,997-100%$939.5K———
AQR Capital Management LLC
N/A—12,326-12,326-100%$890.9K———
PFG Investments, LLC
N/A—12,181-12,181-100%$880.4K———
Brown Advisory Inc
N/A—11,950-11,950-100%$863.7K———
RiverGlades Family Offices LLC
N/A—11,453-11,453-100%$827.8K———
BlackRock, Inc.
N/A—10,776-10,776-100%$778.9K———
Money Concepts Capital Corp
N/A—10,654-10,654-100%$770.1K———
Gotham Asset Management, LLC
N/A—10,525-10,525-100%$760.7K———
Interactive Financial Advisors, Inc.
N/A—10,218-10,218-100%$738.6K———
Sequent Asset Management, LLC
N/A—9,901-9,901-100%$715.6K———
Global Retirement Partners, LLC
N/A—9,748-9,748-100%$704.6K———
Core Wealth Advisors, Inc.
N/A—9,562-9,562-100%$691.1K———
Beacon Bridge Wealth Partners, LLC
N/A—9,189-9,189-100%$664.2K———
PNC Financial Services Group, Inc.
N/A—9,140-9,140-100%$660.6K———
Brown Brothers Harriman & Co
N/A—9,053-9,053-100%$654.4K———
5T Wealth, LLC
N/A—8,610-8,610-100%$622.3K———
World Investment Advisors
N/A—8,608-8,608-100%$527.8K———
Beto Financial Group, LLC
N/A—8,535-8,535-100%$611.1K———
SVB Wealth LLC
N/A—7,802-7,802-100%$563.9K———
BTG Pactual Asset Management US LLC
N/A—7,780-7,780-100%$562.3K———
Cary Street Partners Financial LLC
N/A—7,711-7,711-100%$557.4K———
Octavia Wealth Advisors, LLC
N/A—7,249-7,249-100%$524.0K———
Hershey Financial Advisers, LLC
N/A—7,242-7,242-100%$523.5K———
O'shaughnessy Asset Management, LLC
N/A—7,092-7,092-100%$512.6K———
Kovack Advisors, Inc.
N/A—6,868-6,868-100%$496.4K———
IFS Group,LLC
N/A—6,691-6,691-100%$483.6K———
IMA Advisory Services, Inc.
N/A—6,300-6,300-100%$455.4K———
Mainstay Capital Management LLC
N/A—6,296-6,296-100%$455.1K———
Fiduciary Financial Advisors
N/A—6,130-6,130-100%$443.1K———
Essex Financial Services, Inc.
N/A—5,415-5,415-100%$391.4K———
&partners
N/A—5,254-5,254-100%$379.8K———
Citadel Advisors LLC
N/A—5,229-5,229-100%$378.0K———
CCG Wealth Management, LLC
N/A—5,185-5,185-100%$374.8K———
QRG Capital Management, Inc.
N/A—5,118-5,118-100%$369.9K———
Kerr Financial Planning Corp
N/A—4,982-4,982-100%$360.1K———
Mayflower Financial Advisors, LLC
N/A—4,931-4,931-100%$356.4K———
Hutchinson Capital Management
N/A—4,894-4,894-100%$353.7K———
Range Advisory, LLC
N/A—4,801-4,801-100%$347.0K———
Hancock Whitney Corp
N/A—4,379-4,379-100%$316.5K———
Coldstream Capital Management Inc
N/A—4,335-4,335-100%$313.3K———
Bessemer Group Inc
N/A—4,292-4,292-100%$310.0K———
Cresset Asset Management, LLC
N/A—4,200-4,200-100%$303.6K———
SouthState Bank Corp
N/A—4,004-4,004-100%$289.4K———
Runnymede Capital Advisors, Inc.
N/A—3,965-3,965-100%$286.6K———
CIBC World Market Inc.
N/A—3,940-3,940-100%$284.8K———
Ellevest, Inc.
N/A—3,813-3,813-100%$275.6K———
Orion Porfolio Solutions, LLC
N/A—3,743-3,743-100%$270.5K———
Catalyst Financial Partners LLC
N/A—3,680-3,680-100%$266.0K———
Ethos Financial Group, LLC
N/A—3,665-3,665-100%$262.4K———
Campbell Deegan Wealth Management, LLC
N/A—3,646-3,646-100%$263.5K———
Axis Wealth Partners, LLC
N/A—3,633-3,633-100%$262.6K———
Wallace Advisory Group, LLC
N/A—3,586-3,586-100%$259.2K———
Hollencrest Capital Management
N/A—3,500-3,500-100%$253.0K———
Pettyjohn, Wood & White, Inc
N/A—3,485-3,485-100%$251.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—3,336-3,336-100%$241.1K———
Nicolet Bankshares Inc
N/A—3,175-3,175-100%$229.5K———
Regimen Wealth, LLC
N/A—3,154-3,154-100%$227.9K———
Northern Trust Corp
N/A—3,145-3,145-100%$227.3K———
Perissos Private Wealth Management, LLC
N/A—3,124-3,124-100%$225.8K———
Wall Street Financial Group, Inc.
N/A—3,102-3,102-100%$224.2K———
Captrust Financial Advisors
N/A—3,068-3,068-100%$221.8K———
Traub Capital Management LLC
N/A—3,005-3,005-100%$217.2K———
Principal Securities, Inc.
N/A—2,993-2,993-100%$216.3K———
Valued Retirements, Inc.
N/A—2,978-2,978-100%$215.3K———
BFC Planning, Inc.
N/A—2,916-2,916-100%$210.8K———
Pathstone Holdings, LLC
N/A—2,901-2,901-100%$209.7K———
Snowden Capital Advisors LLC
N/A—2,777-2,777-100%$200.7K———
Lavaca Capital LLC
N/A—2,352-2,352-100%$170.0K———
Ancora Advisors LLCA
N/A—2,113-2,113-100%$152.7K———
Banco de Sabadell, S.a
N/A—1,796-1,796-100%$130.0K———
Waverly Advisors, LLC
N/A—1,583-1,583-100%$114.4K———
Aptus Capital Advisors, LLC
N/A—1,512-1,512-100%$109.3K———
Vanguard Advisers Inc
N/A—1,401-1,401-100%$101.3K———
Bank of Montreal
N/A—1,369-1,369-100%$99.0K———
Operose Advisors LLC
N/A—1,118-1,118-100%$80.8K———
Longview Financial Advisors LLC
N/A—1,054-1,054-100%$76.2K———
Smartleaf Asset Management LLC
N/A—964-964-100%$69.1K———
Whittier Trust Co of Nevada Inc
N/A—818-818-100%$58.9K———
Walsh & Associates, LLC
N/A—660-660-100%$47.7K———
AE Wealth Management LLC
N/A—523-523-100%$37.8K———
PlanVest Financial, Inc
N/A—496-496-100%$35.9K———
1015 Capital Partners, LLC
N/A—400-400-100%$28.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—382-382-100%$27.6K———
Crewe Advisors LLC
N/A—300-300-100%$21.7K———
Tripletail Wealth Management, LLC
N/A—300-300-100%$21.6K———
Strive Financial Group,LLC
N/A—255-255-100%$18.4K———
Cary Street Partners Investment Advisory LLC
N/A—201-201-100%$14.5K———
Peterson Wealth Management
N/A—197-197-100%$14.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—170-170-100%$12.3K———
Heritage Wealth Advisors
N/A—153-153-100%$11.1K———
FAS Wealth Partners, Inc.
N/A—111-111-100%$8.0K———
Keating Financial Advisory Services, Inc.
N/A—78-78-100%$5.6K———
Russell Investments Group, Ltd.
N/A—49-49-100%$3.5K———
Horizon Investments, LLC
N/A—40-40-100%$2.9K———
Rogco, LP
N/A—36-36-100%$2.6K———
Sankala Group LLC
N/A—30-30-100%$2.2K———
Hantz Financial Services, Inc.
N/A—2-2-100%$0———
Capital Advisor Network LLC
N/A—2-2-100%$145———
Showing 511 of 511 institutions