IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen ESG Lrg-Cap GRW ETF (NULG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares733,020 from 695,633
Change+37,387 (+5%)
Value$83.3M (+$1.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares231,695 from 237,347
Change-5,652 (-2%)
Value$26.3M (-$1.4M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares216,493 from 239,522
Change-23,029 (-10%)
Value$24.6K (-$28.0M)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares130,537 from 132,672
Change-2,135 (-2%)
Value$14.8M (-$689.8K)
Filed 2026-10-06
Mission Wealth Management, LP
DECREASED
Shares99,208 from 124,436
Change-25,228 (-20%)
Value$11.3M (-$3.3M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares97,527 from 82,840
Change+14,687 (+18%)
Value$11.2M (+$1.6M)
Filed 2026-10-13
Laurel Wealth Planning LLC
DECREASED
Shares83,564 from 86,349
Change-2,785 (-3%)
Value$9.5M (-$607.6K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares61,331 from 63,377
Change-2,046 (-3%)
Value$7.0K (-$7.4M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares56,405 from 62,774
Change-6,369 (-10%)
Value$6.4M (-$935.6K)
Filed 2026-10-21
Keybank National Association
INCREASED
Shares45,797 from 45,133
Change+664 (+1%)
Value$5.2M (-$76.6K)
Filed 2026-11-04
True Blue Financial, LLC
DECREASED
Shares43,968 from 45,647
Change-1,679 (-4%)
Value$5.0M (-$344.7K)
Filed 2026-10-15
Impact Investors, Inc
DECREASED
Shares43,802 from 92,455
Change-48,653 (-53%)
Value$5.0M (-$5.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares41,733 from 40,774
Change+959 (+2%)
Value$4.7M (-$28.3K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares38,073 from 80,070
Change-41,997 (-52%)
Value$4.3M (-$5.0M)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares33,482
Change+33,482
Value$3.8M
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares29,009 from 29,368
Change-359 (-1%)
Value$3.3M (-$139.8K)
Filed 2026-10-27
Equita Financial Network, Inc.
INCREASED
Shares27,435 from 25,450
Change+1,985 (+8%)
Value$3.1M (+$139.9K)
Filed 2026-10-19
Mascoma Wealth Management LLC
INCREASED
Shares25,983 from 24,199
Change+1,784 (+7%)
Value$3.0M (+$121.3K)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares24,816 from 24,911
Change-95 (0%)
Value$2.8M (-$94.8K)
Filed 2026-10-27
Scott Capital Advisors, LLC
DECREASED
Shares24,807 from 25,039
Change-232 (-1%)
Value$2.9M (-$54.0K)
Filed 2026-10-13
Clarity Asset Management, Inc.
DECREASED
Shares22,185 from 24,517
Change-2,332 (-10%)
Value$2.5M (-$347.8K)
Filed 2026-10-14
Revolve Wealth Partners, LLC
INCREASED
Shares22,025 from 21,333
Change+692 (+3%)
Value$2.5M (+$6.7K)
Filed 2026-10-23
J.Safra Asset Management Corp
INCREASED
Shares20,058 from 19,868
Change+190 (+1%)
Value$2.3M (-$45.4K)
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares19,762 from 19,500
Change+262 (+1%)
Value$2.2M (-$36.0K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares19,332 from 17,312
Change+2,020 (+12%)
Value$2.2M (+$171.3K)
Filed 2026-10-08
Bond & Devick Financial Network, Inc.
INCREASED
Shares19,172 from 17,754
Change+1,418 (+8%)
Value$2.2M (+$101.4K)
Filed 2026-10-23
Wealth Advisory Team LLC
DECREASED
Shares18,649 from 18,857
Change-208 (-1%)
Value$2.1M (-$87.2K)
Filed 2026-11-05
CGN Advisors LLC
DECREASED
Shares18,233 from 18,602
Change-369 (-2%)
Value$2.1M (-$104.7K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares18,019 from 18,541
Change-522 (-3%)
Value$2.0K (-$121)
Filed 2026-10-02
HB Wealth Management, LLC
INCREASED
Shares17,762 from 14,018
Change+3,744 (+27%)
Value$2.0M (+$378.3K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares17,560 from 19,126
Change-1,566 (-8%)
Value$2.0M (-$242.5K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,292 from 13,330
Change+3,962 (+30%)
Value$2.0M (+$405.5K)
Filed 2026-10-23
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares16,713 from 18,707
Change-1,994 (-11%)
Value$1.9M (-$289.7K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares15,927 from 15,309
Change+618 (+4%)
Value$1.8M (+$18.7K)
Filed 2026-10-26
Ethic Inc.
NEW
Shares15,690
Change+15,690
Value$1.8M
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares15,571
Change+15,571
Value$1.8M
Filed 2026-10-14
MFA Wealth Advisors, LLC
UNCHANGED
Shares14,585 from 14,585
Change0 (0%)
Value$1.7M (-$49.2K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,698 from 13,416
Change+282 (+2%)
Value$1.6M (-$13.2K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares13,600 from 13,600
Change0 (0%)
Value$1.5M (-$45.8K)
Filed 2026-11-03
First Pacific Financial
DECREASED
Shares13,528 from 13,889
Change-361 (-3%)
Value$1.5M (-$87.8K)
Filed 2026-10-14
Heck Capital Advisors, LLC
DECREASED
Shares13,522 from 13,555
Change-33 (0%)
Value$1.5M (-$49.4K)
Filed 2026-10-14
Greenup Street Wealth Management LLC
DECREASED
Shares12,001 from 12,069
Change-68 (-1%)
Value$1.4M (-$48.4K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares11,933 from 9,049
Change+2,884 (+32%)
Value$1.4M (+$297.3K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares11,901 from 12,231
Change-330 (-3%)
Value$1.4K (-$1.4M)
Filed 2026-10-26
CJM Wealth Advisers, Ltd.
NEW
Shares11,655
Change+11,655
Value$1.3M
Filed 2026-10-27
Curtis Advisory Group, LLC
DECREASED
Shares11,426 from 12,257
Change-831 (-7%)
Value$1.3M (-$135.8K)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares11,179 from 4,777
Change+6,402 (+134%)
Value$1.3M (+$711.7K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
DECREASED
Shares10,131 from 10,401
Change-270 (-3%)
Value$1.2M (-$65.7K)
Filed 2026-10-21
Colorado Capital Management, Inc.
DECREASED
Shares9,630 from 9,891
Change-261 (-3%)
Value$1.1K (-$63)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,939 from 8,877
Change+62 (+1%)
Value$1.0M (-$22.9K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares8,876 from 8,773
Change+103 (+1%)
Value$1.0M (-$17.9K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares8,865 from 6,390
Change+2,475 (+39%)
Value$1.0M (+$259.8K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares8,403 from 5,965
Change+2,438 (+41%)
Value$955.3K (+$257.0K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares8,361 from 7,431
Change+930 (+13%)
Value$950.5K (+$80.7K)
Filed 2026-11-02
Zenith Solutions, Inc.
DECREASED
Shares8,232 from 8,491
Change-259 (-3%)
Value$935.9K (-$58.1K)
Filed 2026-10-19
May Hill Capital, LLC
UNCHANGED
Shares7,998 from 7,998
Change0 (0%)
Value$909.3K (-$27.0K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares7,995 from 7,648
Change+347 (+5%)
Value$908.9K (+$13.7K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares7,611 from 6,329
Change+1,282 (+20%)
Value$865.3K (+$124.5K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED
Shares7,524 from 7,533
Change-9 (0%)
Value$855.5K (-$26.4K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares7,448 from 7,547
Change-99 (-1%)
Value$846.8K (-$36.7K)
Filed 2026-10-30
RMG Wealth Management LLC
NEW
Shares7,337
Change+7,337
Value$804.0K
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares7,260 from 6,776
Change+484 (+7%)
Value$825.4K (+$32.2K)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares7,245 from 6,479
Change+766 (+12%)
Value$823.7K (+$65.2K)
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares7,154 from 8,124
Change-970 (-12%)
Value$813.3K (-$137.7K)
Filed 2026-10-19
Vicus Capital
DECREASED
Shares7,136 from 7,193
Change-57 (-1%)
Value$811.3K (-$30.7K)
Filed 2026-11-05
Refined Wealth Management
DECREASED
Shares6,908 from 7,323
Change-415 (-6%)
Value$785.4K (-$71.8K)
Filed 2026-10-13
Sage Financial Group Inc
UNCHANGED
Shares6,656 from 6,656
Change0 (0%)
Value$756.7K (-$22.4K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
DECREASED
Shares6,634 from 6,635
Change-1 (0%)
Value$754.2K (-$22.5K)
Filed 2026-10-22
Prism Advisors, Inc.
DECREASED
Shares6,615 from 7,526
Change-911 (-12%)
Value$759.0K (-$122.0K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
NEW
Shares6,457
Change+6,457
Value$734.1K
Filed 2026-10-16
Blueline Advisors LLC
UNCHANGED
Shares6,454 from 6,454
Change0 (0%)
Value$733.8K (-$21.8K)
Filed 2026-10-15
Paulson Wealth Management Inc.
INCREASED
Shares6,365 from 6,206
Change+159 (+3%)
Value$723.6K (-$2.8K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares6,105 from 6,192
Change-87 (-1%)
Value$694.1K (-$30.8K)
Filed 2026-10-09
RAM Investment Partners, LLC
UNCHANGED
Shares6,062 from 6,062
Change0 (0%)
Value$689.2K (-$20.4K)
Filed 2026-10-21
Marino, Stram & Associates LLC
DECREASED
Shares5,735 from 5,771
Change-36 (-1%)
Value$652.0K (-$23.5K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares5,621 from 5,547
Change+74 (+1%)
Value$639.1K (-$10.3K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
NEW
Shares5,590
Change+5,590
Value$635.5K
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares5,559 from 6,023
Change-464 (-8%)
Value$632.0K (-$73.0K)
Filed 2026-10-29
Ddfg, Inc
UNCHANGED
Shares5,446 from 5,446
Change0 (0%)
Value$619.2K (-$18.4K)
Filed 2026-10-15
Old Peak Finance LLC
UNCHANGED
Shares5,240 from 5,240
Change0 (0%)
Value$595.7K (-$17.7K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares5,051 from 5,051
Change0 (0%)
Value$574.2K (-$17.0K)
Filed 2026-11-03
Basso Capital Management, L.P.
UNCHANGED
Shares4,943 from 4,943
Change0 (0%)
Value$562.0K (-$16.7K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares4,894 from 4,923
Change-29 (-1%)
Value$556.4K (-$19.9K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares4,817 from 4,823
Change-6 (0%)
Value$547.7K (-$16.9K)
Filed 2026-11-02
Trademark Financial Management, LLC
DECREASED
Shares4,788 from 4,888
Change-100 (-2%)
Value$544.4K (-$27.8K)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
DECREASED
Shares4,687 from 4,911
Change-224 (-5%)
Value$532.9K (-$42.0K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares4,687 from 4,749
Change-62 (-1%)
Value$532.9K (-$23.1K)
Filed 2026-10-27
ETF Portfolio Partners, Inc.
UNCHANGED
Shares4,601 from 4,601
Change0 (0%)
Value$523.1K (-$15.5K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$522.2K (-$15.5K)
Filed 2026-11-03
Rede Wealth, LLC
UNCHANGED
Shares4,514 from 4,514
Change0 (0%)
Value$513.2K (-$15.2K)
Filed 2026-10-22
Beacon Bank & Trust
DECREASED
Shares4,503 from 4,853
Change-350 (-7%)
Value$511.9K (-$56.1K)
Filed 2026-10-27
Principle Wealth Partners LLC
DECREASED
Shares4,488 from 4,489
Change-1 (0%)
Value$510.4K (-$15.1K)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares4,485 from 3,483
Change+1,002 (+29%)
Value$509.9K (+$102.2K)
Filed 2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED
Shares4,397 from 4,397
Change0 (0%)
Value$499.9K (-$14.8K)
Filed 2026-10-16
Parcion Private Wealth LLC
INCREASED
Shares4,357 from 4,302
Change+55 (+1%)
Value$495.3K (-$8.2K)
Filed 2026-10-28
Wingate Wealth Advisors, Inc.
INCREASED
Shares4,279 from 4,254
Change+25 (+1%)
Value$486.5K (-$11.5K)
Filed 2026-10-26
Focused Wealth Management, Inc
INCREASED
Shares4,187 from 3,491
Change+696 (+20%)
Value$476.0K (+$67.4K)
Filed 2026-10-30
Sterling Group Wealth Management, LLC
DECREASED
Shares4,093 from 4,128
Change-35 (-1%)
Value$465.3K (-$17.9K)
Filed 2026-11-03
Trust Co
INCREASED
Shares4,026 from 3,968
Change+58 (+1%)
Value$457.7K (-$6.8K)
Filed 2026-10-09
Clearview Wealth Management LLC
UNCHANGED
Shares3,976 from 3,976
Change0 (0%)
Value$453.8K (-$11.7K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares3,854 from 3,676
Change+178 (+5%)
Value$438.2K (+$21.2K)
Filed 2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$448.3K ($0)
Filed 2026-10-22
Fingerlakes Wealth Management, Inc.
DECREASED
Shares3,732 from 4,108
Change-376 (-9%)
Value$424.3K (-$56.5K)
Filed 2026-11-04
Monument Group Wealth Advisors, LLC
UNCHANGED
Shares3,673 from 3,673
Change0 (0%)
Value$417.6K (-$12.4K)
Filed 2026-10-21
USAdvisors Wealth Management, LLC
DECREASED
Shares3,611 from 3,916
Change-305 (-8%)
Value$410 (-$457.6K)
Filed 2026-10-21
Cornerstone Planning Group LLC
UNCHANGED
Shares3,593 from 3,593
Change0 (0%)
Value$414.7K (+$6.6K)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
INCREASED
Shares3,564 from 3,205
Change+359 (+11%)
Value$405.2K (+$34.6K)
Filed 2026-10-09
Diversify Advisory Services, LLC
INCREASED
Shares3,546 from 2,617
Change+929 (+36%)
Value$398.6K (+$107.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,546 from 2,617
Change+929 (+36%)
Value$398.6K (+$107.0K)
Filed 2026-10-20
First Citizens Bank & Trust Co
NEW
Shares3,418
Change+3,418
Value$388.6K
Filed 2026-10-14
Crane Advisory, LLC
INCREASED
Shares3,418 from 2,413
Change+1,005 (+42%)
Value$397.0K (+$123.5K)
Filed 2026-10-13
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$377.0K (-$11.2K)
Filed 2026-10-14
Parkside Financial Bank & Trust
DECREASED
Shares3,300 from 3,428
Change-128 (-4%)
Value$375.2K (-$26.1K)
Filed 2026-10-27
Snider Financial Group
INCREASED
Shares3,273 from 2,637
Change+636 (+24%)
Value$372.1K (+$63.4K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$368.9K (-$10.9K)
Filed 2026-10-28
Financial Life Advisors
UNCHANGED
Shares3,231 from 3,231
Change0 (0%)
Value$367.3K (-$10.9K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares3,126 from 3,291
Change-165 (-5%)
Value$355.4K (-$29.8K)
Filed 2026-11-03
Flynn Zito Capital Management, LLC
DECREASED
Shares3,119 from 3,245
Change-126 (-4%)
Value$354.6K (-$25.3K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares3,062 from 2,987
Change+75 (+3%)
Value$348.1K (-$1.5K)
Filed 2026-10-13
71 West Capital Partners
NEW
Shares3,061
Change+3,061
Value$348.0K
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares3,044 from 2,985
Change+59 (+2%)
Value$346.1K (-$3.4K)
Filed 2026-10-22
Montis Financial, LLC
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$340.6K (-$10.1K)
Filed 2026-11-04
Wolff Financial Management LLC
UNCHANGED
Shares2,994 from 2,994
Change0 (0%)
Value$340.4K (-$10.1K)
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares2,928 from 3,696
Change-768 (-21%)
Value$332.9K (-$99.9K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$328.1K (-$9.7K)
Filed 2026-10-19
Novem Group
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$300.8K (-$8.9K)
Filed 2026-10-19
Diversified Enterprises, LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$299.3K (-$8.9K)
Filed 2026-10-19
Bath Savings Trust Co
INCREASED
Shares2,565 from 2,425
Change+140 (+6%)
Value$291.6K (+$7.7K)
Filed 2026-10-07
Sentinel Advisory Group, LLC
DECREASED
Shares2,537 from 2,745
Change-208 (-8%)
Value$288.4K (-$32.9K)
Filed 2026-10-20
Occidental Asset Management, LLC
INCREASED
Shares2,516 from 2,512
Change+4 (+0%)
Value$286.0K (-$8.0K)
Filed 2026-11-05
Private Wealth Management Group, LLC
DECREASED
Shares2,494 from 3,372
Change-878 (-26%)
Value$283.5K (-$111.2K)
Filed 2026-10-19
Lockerman Financial Group, Inc.
DECREASED
Shares2,491 from 2,731
Change-240 (-9%)
Value$283.2K (-$36.5K)
Filed 2026-10-19
Northwest Wealth Advisors, LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$282.4K (-$8.4K)
Filed 2026-11-02
Skyline Advisors, Inc.
DECREASED
Shares2,470 from 2,657
Change-187 (-7%)
Value$280.8K (-$30.2K)
Filed 2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares2,424 from 2,631
Change-207 (-8%)
Value$275.6K (-$32.4K)
Filed 2026-10-14
Clarity Wealth Development LLC
DECREASED
Shares2,322 from 3,749
Change-1,427 (-38%)
Value$264.0K (-$174.9K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$260.4K (-$7.7K)
Filed 2026-10-01
Riverwater Partners LLC
INCREASED
Shares2,238 from 2,212
Change+26 (+1%)
Value$254.4K (-$4.5K)
Filed 2026-11-03
Aire Advisors, LLC
INCREASED
Shares2,203 from 2,016
Change+187 (+9%)
Value$250.5K (+$14.5K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares2,150 from 2,240
Change-90 (-4%)
Value$244.4K (-$17.8K)
Filed 2026-10-23
Stewardship Advisors, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$241.9K (-$7.2K)
Filed 2026-10-20
KPP Advisory Services LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$238.6K (-$7.1K)
Filed 2026-10-26
Nations Financial Group Inc,
NEW
Shares2,059
Change+2,059
Value$234.1K
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$222.7K (-$6.6K)
Filed 2026-10-21
Ramiah Investment Group
DECREASED
Shares1,936 from 1,941
Change-5 (0%)
Value$220.1K (-$7.1K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares1,928 from 2,053
Change-125 (-6%)
Value$219.2K (-$21.1K)
Filed 2026-11-05
Equity Wealth Partners, LLC
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$217.6K (-$6.5K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares1,768 from 1,800
Change-32 (-2%)
Value$201.0K (-$9.7K)
Filed 2026-10-15
Citigroup Inc
NEW
Shares1,755
Change+1,755
Value$199.5K
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$190.3K (-$5.6K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$174.2K (-$5.2K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,525 from 1,530
Change-5 (0%)
Value$173.3K (-$5.7K)
Filed 2026-11-03
Investors Research Corp
INCREASED
Shares1,497 from 1,412
Change+85 (+6%)
Value$170.2K (+$4.9K)
Filed 2026-10-07
MidAtlantic Capital Management, Inc.
NEW
Shares1,396
Change+1,396
Value$158.7K
Filed 2026-11-05
Triumph Capital Management
NEW
Shares1,342
Change+1,342
Value$152.6K
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares1,342 from 1,215
Change+127 (+10%)
Value$152.6K (+$10.3K)
Filed 2026-10-08
Quaker Wealth Management, LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$151.3K (-$4.5K)
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$137.3K (-$4.1K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$137.4K (-$4.1K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$111.8K (-$3.3K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$104.6K (-$3.1K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$91.5K (-$2.7K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$87 (-$88.9K)
Filed 2026-10-16
Frankly Finances, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$85.0K (-$2.5K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED
Shares747 from 951
Change-204 (-21%)
Value$84.9K (-$26.4K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$84.3K (-$2.5K)
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$76.4K (-$2.3K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$69.4K (-$2.1K)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$61.6K (-$1.8K)
Filed 2026-11-05
Sunrise Financial Services, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$57.2K (-$1.7K)
Filed 2026-10-21
Cdkv Holdings LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$51.2K (-$1.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
DECREASED
Shares378 from 869
Change-491 (-56%)
Value$43.0K (-$58.8K)
Filed 2026-11-04
Hickory Point Bank & Trust
NEW
Shares267
Change+267
Value$30.4K
Filed 2026-10-01
Westside Investment Management, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$30.1K (-$893)
Filed 2026-11-02
Eastern Bank
NEW
Shares263
Change+263
Value$29.9K
Filed 2026-10-05
IFP Advisors, Inc
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$27.5K (-$816)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$23.5K (-$697)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$11.3K (-$334)
Filed 2026-11-04
Hurley Capital, LLC
NEW
Shares25
Change+25
Value$2.8K
Filed 2026-11-05
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 22,154
Change-22,154 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 15,401
Change-15,401 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
Redwood Financial Network Corp
CLOSED
Shares0 from 1,938
Change-1,938 (-100%)
Value$0 (-$226.9K)
Filed 2026-11-03
Cornerstone Wealth Advisors, Inc.
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 1,865
Change-1,865 (-100%)
Value$0 (-$218.3K)
Filed 2026-11-02
Trek Financial, LLC
CLOSED
Shares0 from 1,821
Change-1,821 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-29
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,782
Change-1,782 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 1,036
Change-1,036 (-100%)
Value$0 (-$121.3K)
Filed 2026-10-21
Networth Advisors, LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$61.8K)
Filed 2026-11-03
Montgomery Financial Services LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$39.6K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$18.3K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-14
Bank of America Corp
N/A
Shares— from 7,748,550
Change-7,748,550 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,442,650
Change-2,442,650 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,111,081
Change-1,111,081 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 991,582
Change-991,582 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 569,147
Change-569,147 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 516,567
Change-516,567 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 316,213
Change-316,213 (-100%)
Value—
UBS Group AG
N/A
Shares— from 277,316
Change-277,316 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 176,794
Change-176,794 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 143,889
Change-143,889 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 126,692
Change-126,692 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 114,889
Change-114,889 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 99,015
Change-99,015 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 90,616
Change-90,616 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 85,481
Change-85,481 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 82,429
Change-82,429 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 80,355
Change-80,355 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 74,169
Change-74,169 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 70,682
Change-70,682 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 69,543
Change-69,543 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 66,909
Change-66,909 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 66,777
Change-66,777 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 66,438
Change-66,438 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 66,015
Change-66,015 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 59,566
Change-59,566 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,517
Change-58,517 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 51,326
Change-51,326 (-100%)
Value—
FMR LLC
N/A
Shares— from 44,420
Change-44,420 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,759
Change-43,759 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 42,779
Change-42,779 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 40,830
Change-40,830 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 36,662
Change-36,662 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 36,108
Change-36,108 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 27,558
Change-27,558 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 26,615
Change-26,615 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 25,990
Change-25,990 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,081
Change-23,081 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 22,505
Change-22,505 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,130
Change-20,130 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,657
Change-19,657 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 18,887
Change-18,887 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,648
Change-18,648 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 18,613
Change-18,613 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,473
Change-18,473 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,153
Change-17,153 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 16,861
Change-16,861 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 16,443
Change-16,443 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,487
Change-14,487 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 14,395
Change-14,395 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,337
Change-12,337 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 12,223
Change-12,223 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,561
Change-7,561 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,526
Change-7,526 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 7,019
Change-7,019 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,169
Change-4,169 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 172
Change-172 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED733,020695,633+37,387+5%$81.4M$83.3M+$1.9M2026-11-02
Bank of New York Mellon Corp
DECREASED231,695237,347-5,652-2%$27.8M$26.3M-$1.4M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED216,493239,522-23,029-10%$28.0M$24.6K-$28.0M2026-11-02
RVW Wealth, LLC
DECREASED130,537132,672-2,135-2%$15.5M$14.8M-$689.8K2026-10-06
Mission Wealth Management, LP
DECREASED99,208124,436-25,228-20%$14.6M$11.3M-$3.3M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED97,52782,840+14,687+18%$9.6M$11.2M+$1.6M2026-10-13
Laurel Wealth Planning LLC
DECREASED83,56486,349-2,785-3%$10.1M$9.5M-$607.6K2026-11-02
Thrivent Financial for Lutherans
DECREASED61,33163,377-2,046-3%$7.4M$7.0K-$7.4M2026-11-05
Assetmark, Inc
DECREASED56,40562,774-6,369-10%$7.3M$6.4M-$935.6K2026-10-21
Keybank National Association
INCREASED45,79745,133+664+1%$5.3M$5.2M-$76.6K2026-11-04
True Blue Financial, LLC
DECREASED43,96845,647-1,679-4%$5.3M$5.0M-$344.7K2026-10-15
Impact Investors, Inc
DECREASED43,80292,455-48,653-53%$10.8M$5.0M-$5.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED41,73340,774+959+2%$4.8M$4.7M-$28.3K2026-11-02
DeDora Capital, Inc.
DECREASED38,07380,070-41,997-52%$9.4M$4.3M-$5.0M2026-10-26
Ascentis Independent Advisors
NEW33,482—+33,482——$3.8M—2026-11-03
Oppenheimer Asset Management Inc.
DECREASED29,00929,368-359-1%$3.4M$3.3M-$139.8K2026-10-27
Equita Financial Network, Inc.
INCREASED27,43525,450+1,985+8%$3.0M$3.1M+$139.9K2026-10-19
Mascoma Wealth Management LLC
INCREASED25,98324,199+1,784+7%$2.8M$3.0M+$121.3K2026-10-23
Bokf, NA
DECREASED24,81624,911-950%$2.9M$2.8M-$94.8K2026-10-27
Scott Capital Advisors, LLC
DECREASED24,80725,039-232-1%$2.9M$2.9M-$54.0K2026-10-13
Clarity Asset Management, Inc.
DECREASED22,18524,517-2,332-10%$2.9M$2.5M-$347.8K2026-10-14
Revolve Wealth Partners, LLC
INCREASED22,02521,333+692+3%$2.5M$2.5M+$6.7K2026-10-23
J.Safra Asset Management Corp
INCREASED20,05819,868+190+1%$2.3M$2.3M-$45.4K2026-11-03
Financial Insights, Inc.
INCREASED19,76219,500+262+1%$2.3M$2.2M-$36.0K2026-10-27
Farther Finance Advisors, LLC
INCREASED19,33217,312+2,020+12%$2.0M$2.2M+$171.3K2026-10-08
Bond & Devick Financial Network, Inc.
INCREASED19,17217,754+1,418+8%$2.1M$2.2M+$101.4K2026-10-23
Wealth Advisory Team LLC
DECREASED18,64918,857-208-1%$2.2M$2.1M-$87.2K2026-11-05
CGN Advisors LLC
DECREASED18,23318,602-369-2%$2.2M$2.1M-$104.7K2026-10-21
CX Institutional
DECREASED18,01918,541-522-3%$2.2K$2.0K-$1212026-10-02
HB Wealth Management, LLC
INCREASED17,76214,018+3,744+27%$1.6M$2.0M+$378.3K2026-10-23
US Bancorp \de\
DECREASED17,56019,126-1,566-8%$2.2M$2.0M-$242.5K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED17,29213,330+3,962+30%$1.6M$2.0M+$405.5K2026-10-23
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED16,71318,707-1,994-11%$2.2M$1.9M-$289.7K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED15,92715,309+618+4%$1.8M$1.8M+$18.7K2026-10-26
Ethic Inc.
NEW15,690—+15,690——$1.8M—2026-11-03
XY Planning Network, Inc.
NEW15,571—+15,571——$1.8M—2026-10-14
MFA Wealth Advisors, LLC
UNCHANGED14,58514,58500%$1.7M$1.7M-$49.2K2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED13,69813,416+282+2%$1.6M$1.6M-$13.2K2026-10-13
Mirae Asset Global Investments Co., Ltd.
UNCHANGED13,60013,60000%$1.6M$1.5M-$45.8K2026-11-03
First Pacific Financial
DECREASED13,52813,889-361-3%$1.6M$1.5M-$87.8K2026-10-14
Heck Capital Advisors, LLC
DECREASED13,52213,555-330%$1.6M$1.5M-$49.4K2026-10-14
Greenup Street Wealth Management LLC
DECREASED12,00112,069-68-1%$1.4M$1.4M-$48.4K2026-10-28
LexAurum Advisors, LLC
INCREASED11,9339,049+2,884+32%$1.1M$1.4M+$297.3K2026-10-19
Park Avenue Securities LLC
DECREASED11,90112,231-330-3%$1.4M$1.4K-$1.4M2026-10-26
CJM Wealth Advisers, Ltd.
NEW11,655—+11,655——$1.3M—2026-10-27
Curtis Advisory Group, LLC
DECREASED11,42612,257-831-7%$1.4M$1.3M-$135.8K2026-10-28
Verus Capital Partners, LLC
INCREASED11,1794,777+6,402+134%$559.2K$1.3M+$711.7K2026-11-03
White Lighthouse Investment Management Inc.
DECREASED10,13110,401-270-3%$1.2M$1.2M-$65.7K2026-10-21
Colorado Capital Management, Inc.
DECREASED9,6309,891-261-3%$1.2K$1.1K-$632026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,9398,877+62+1%$1.0M$1.0M-$22.9K2026-10-27
Creative Planning
INCREASED8,8768,773+103+1%$1.0M$1.0M-$17.9K2026-11-02
Apollon Wealth Management, LLC
INCREASED8,8656,390+2,475+39%$748.0K$1.0M+$259.8K2026-10-23
Focus Financial Network, Inc.
INCREASED8,4035,965+2,438+41%$698.3K$955.3K+$257.0K2026-10-14
Birchwood Financial Partners, Inc.
INCREASED8,3617,431+930+13%$869.9K$950.5K+$80.7K2026-11-02
Zenith Solutions, Inc.
DECREASED8,2328,491-259-3%$993.9K$935.9K-$58.1K2026-10-19
May Hill Capital, LLC
UNCHANGED7,9987,99800%$936.2K$909.3K-$27.0K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED7,9957,648+347+5%$895.2K$908.9K+$13.7K2026-10-28
Aprio Wealth Management, LLC
INCREASED7,6116,329+1,282+20%$740.8K$865.3K+$124.5K2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED7,5247,533-90%$881.8K$855.5K-$26.4K2026-11-02
Truist Financial Corp
DECREASED7,4487,547-99-1%$883.5K$846.8K-$36.7K2026-10-30
RMG Wealth Management LLC
NEW7,337—+7,337——$804.0K—2026-10-26
Rossby Financial, LCC
INCREASED7,2606,776+484+7%$793.2K$825.4K+$32.2K2026-11-05
McAdam, LLC
INCREASED7,2456,479+766+12%$758.4K$823.7K+$65.2K2026-10-21
Maia Wealth LLC
DECREASED7,1548,124-970-12%$951.0K$813.3K-$137.7K2026-10-19
Vicus Capital
DECREASED7,1367,193-57-1%$842.0K$811.3K-$30.7K2026-11-05
Refined Wealth Management
DECREASED6,9087,323-415-6%$857.2K$785.4K-$71.8K2026-10-13
Sage Financial Group Inc
UNCHANGED6,6566,65600%$779.2K$756.7K-$22.4K2026-10-27
Fifth Third Wealth Advisors LLC
DECREASED6,6346,635-10%$776.7K$754.2K-$22.5K2026-10-22
Prism Advisors, Inc.
DECREASED6,6157,526-911-12%$881.0K$759.0K-$122.0K2026-10-09
Opal Wealth Advisors, LLC
NEW6,457—+6,457——$734.1K—2026-10-16
Blueline Advisors LLC
UNCHANGED6,4546,45400%$755.5K$733.8K-$21.8K2026-10-15
Paulson Wealth Management Inc.
INCREASED6,3656,206+159+3%$726.5K$723.6K-$2.8K2026-11-02
RTD Financial Advisors, Inc.
DECREASED6,1056,192-87-1%$724.8K$694.1K-$30.8K2026-10-09
RAM Investment Partners, LLC
UNCHANGED6,0626,06200%$709.7K$689.2K-$20.4K2026-10-21
Marino, Stram & Associates LLC
DECREASED5,7355,771-36-1%$675.5K$652.0K-$23.5K2026-10-22
Fifth Third Bancorp
INCREASED5,6215,547+74+1%$649.3K$639.1K-$10.3K2026-11-05
SAX Wealth Advisors, LLC
NEW5,590—+5,590——$635.5K—2026-10-13
Vise Technologies, Inc.
DECREASED5,5596,023-464-8%$705.1K$632.0K-$73.0K2026-10-29
Ddfg, Inc
UNCHANGED5,4465,44600%$637.5K$619.2K-$18.4K2026-10-15
Old Peak Finance LLC
UNCHANGED5,2405,24000%$613.4K$595.7K-$17.7K2026-11-02
Fulton Breakefield Broenniman LLC
UNCHANGED5,0515,05100%$591.3K$574.2K-$17.0K2026-11-03
Basso Capital Management, L.P.
UNCHANGED4,9434,94300%$578.6K$562.0K-$16.7K2026-10-30
D.A. Davidson & Co.
DECREASED4,8944,923-29-1%$576.3K$556.4K-$19.9K2026-10-28
Golden State Wealth Management, LLC
DECREASED4,8174,823-60%$564.6K$547.7K-$16.9K2026-11-02
Trademark Financial Management, LLC
DECREASED4,7884,888-100-2%$572.2K$544.4K-$27.8K2026-10-23
Emergent Wealth Advisors, LLC
DECREASED4,6874,911-224-5%$574.9K$532.9K-$42.0K2026-10-09
VestGen Advisors, LLC
DECREASED4,6874,749-62-1%$555.9K$532.9K-$23.1K2026-10-27
ETF Portfolio Partners, Inc.
UNCHANGED4,6014,60100%$538.6K$523.1K-$15.5K2026-10-22
Avantax Planning Partners, Inc.
UNCHANGED4,5934,59300%$537.7K$522.2K-$15.5K2026-11-03
Rede Wealth, LLC
UNCHANGED4,5144,51400%$528.4K$513.2K-$15.2K2026-10-22
Beacon Bank & Trust
DECREASED4,5034,853-350-7%$568.1K$511.9K-$56.1K2026-10-27
Principle Wealth Partners LLC
DECREASED4,4884,489-10%$525.5K$510.4K-$15.1K2026-11-02
JGP Wealth Management, LLC
INCREASED4,4853,483+1,002+29%$407.7K$509.9K+$102.2K2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED4,3974,39700%$514.7K$499.9K-$14.8K2026-10-16
Parcion Private Wealth LLC
INCREASED4,3574,302+55+1%$503.6K$495.3K-$8.2K2026-10-28
Wingate Wealth Advisors, Inc.
INCREASED4,2794,254+25+1%$498.0K$486.5K-$11.5K2026-10-26
Focused Wealth Management, Inc
INCREASED4,1873,491+696+20%$408.7K$476.0K+$67.4K2026-10-30
Sterling Group Wealth Management, LLC
DECREASED4,0934,128-35-1%$483.2K$465.3K-$17.9K2026-11-03
Trust Co
INCREASED4,0263,968+58+1%$464.5K$457.7K-$6.8K2026-10-09
Clearview Wealth Management LLC
UNCHANGED3,9763,97600%$465.4K$453.8K-$11.7K2026-10-16
Triad Wealth Partners, LLC
INCREASED3,8543,676+178+5%$416.9K$438.2K+$21.2K2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED3,8303,83000%$448.3K$448.3K$02026-10-22
Fingerlakes Wealth Management, Inc.
DECREASED3,7324,108-376-9%$480.9K$424.3K-$56.5K2026-11-04
Monument Group Wealth Advisors, LLC
UNCHANGED3,6733,67300%$430.0K$417.6K-$12.4K2026-10-21
USAdvisors Wealth Management, LLC
DECREASED3,6113,916-305-8%$458.0K$410-$457.6K2026-10-21
Cornerstone Planning Group LLC
UNCHANGED3,5933,59300%$408.1K$414.7K+$6.6K2026-10-16
Inspirion Wealth Advisors, LLC
INCREASED3,5643,205+359+11%$370.6K$405.2K+$34.6K2026-10-09
Diversify Advisory Services, LLC
INCREASED3,5462,617+929+36%$291.6K$398.6K+$107.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,5462,617+929+36%$291.6K$398.6K+$107.0K2026-10-20
First Citizens Bank & Trust Co
NEW3,418—+3,418——$388.6K—2026-10-14
Crane Advisory, LLC
INCREASED3,4182,413+1,005+42%$273.5K$397.0K+$123.5K2026-10-13
Quantum Financial Planning Services, Inc.
UNCHANGED3,3163,31600%$388.2K$377.0K-$11.2K2026-10-14
Parkside Financial Bank & Trust
DECREASED3,3003,428-128-4%$401.3K$375.2K-$26.1K2026-10-27
Snider Financial Group
INCREASED3,2732,637+636+24%$308.7K$372.1K+$63.4K2026-10-16
Clear Creek Financial Management, LLC
UNCHANGED3,2453,24500%$379.8K$368.9K-$10.9K2026-10-28
Financial Life Advisors
UNCHANGED3,2313,23100%$378.2K$367.3K-$10.9K2026-10-14
RFG Advisory, LLC
DECREASED3,1263,291-165-5%$385.2K$355.4K-$29.8K2026-11-03
Flynn Zito Capital Management, LLC
DECREASED3,1193,245-126-4%$379.9K$354.6K-$25.3K2026-11-04
Independent Financial Group, LLC
INCREASED3,0622,987+75+3%$349.6K$348.1K-$1.5K2026-10-13
71 West Capital Partners
NEW3,061—+3,061——$348.0K—2026-11-04
Perigon Wealth Management, LLC
INCREASED3,0442,985+59+2%$349.4K$346.1K-$3.4K2026-10-22
Montis Financial, LLC
UNCHANGED2,9962,99600%$350.7K$340.6K-$10.1K2026-11-04
Wolff Financial Management LLC
UNCHANGED2,9942,99400%$350.5K$340.4K-$10.1K2026-10-23
Lido Advisors, LLC
DECREASED2,9283,696-768-21%$432.8K$332.9K-$99.9K2026-11-04
Lifelong Wealth Advisors, Inc.
UNCHANGED2,8862,88600%$337.8K$328.1K-$9.7K2026-10-19
Novem Group
UNCHANGED2,6462,64600%$309.7K$300.8K-$8.9K2026-10-19
Diversified Enterprises, LLC
UNCHANGED2,6322,63200%$308.2K$299.3K-$8.9K2026-10-19
Bath Savings Trust Co
INCREASED2,5652,425+140+6%$283.9K$291.6K+$7.7K2026-10-07
Sentinel Advisory Group, LLC
DECREASED2,5372,745-208-8%$321.3K$288.4K-$32.9K2026-10-20
Occidental Asset Management, LLC
INCREASED2,5162,512+4+0%$294.1K$286.0K-$8.0K2026-11-05
Private Wealth Management Group, LLC
DECREASED2,4943,372-878-26%$394.7K$283.5K-$111.2K2026-10-19
Lockerman Financial Group, Inc.
DECREASED2,4912,731-240-9%$319.7K$283.2K-$36.5K2026-10-19
Northwest Wealth Advisors, LLC
UNCHANGED2,4842,48400%$290.8K$282.4K-$8.4K2026-11-02
Skyline Advisors, Inc.
DECREASED2,4702,657-187-7%$311.1K$280.8K-$30.2K2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED2,4242,631-207-8%$308.0K$275.6K-$32.4K2026-10-14
Clarity Wealth Development LLC
DECREASED2,3223,749-1,427-38%$438.9K$264.0K-$174.9K2026-10-22
Stonebridge Financial Group, LLC
UNCHANGED2,2902,29000%$268.1K$260.4K-$7.7K2026-10-01
Riverwater Partners LLC
INCREASED2,2382,212+26+1%$258.9K$254.4K-$4.5K2026-11-03
Aire Advisors, LLC
INCREASED2,2032,016+187+9%$236.0K$250.5K+$14.5K2026-10-22
Sigma Planning Corp
DECREASED2,1502,240-90-4%$262.2K$244.4K-$17.8K2026-10-23
Stewardship Advisors, LLC
UNCHANGED2,1282,12800%$249.0K$241.9K-$7.2K2026-10-20
KPP Advisory Services LLC
UNCHANGED2,0992,09900%$245.7K$238.6K-$7.1K2026-10-26
Nations Financial Group Inc,
NEW2,059—+2,059——$234.1K—2026-11-05
Trust Co of Vermont
UNCHANGED1,9591,95900%$229.3K$222.7K-$6.6K2026-10-21
Ramiah Investment Group
DECREASED1,9361,941-50%$227.2K$220.1K-$7.1K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED1,9282,053-125-6%$240.3K$219.2K-$21.1K2026-11-05
Equity Wealth Partners, LLC
UNCHANGED1,9141,91400%$224.1K$217.6K-$6.5K2026-10-26
Atria Investments, Inc
DECREASED1,7681,800-32-2%$210.7K$201.0K-$9.7K2026-10-15
Citigroup Inc
NEW1,755—+1,755——$199.5K—2026-11-04
Princeton Global Asset Management LLC
UNCHANGED1,6741,67400%$196.0K$190.3K-$5.6K2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED1,5321,53200%$179.3K$174.2K-$5.2K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED1,5251,530-50%$179.1K$173.3K-$5.7K2026-11-03
Investors Research Corp
INCREASED1,4971,412+85+6%$165.3K$170.2K+$4.9K2026-10-07
MidAtlantic Capital Management, Inc.
NEW1,396—+1,396——$158.7K—2026-11-05
Triumph Capital Management
NEW1,342—+1,342——$152.6K—2026-10-14
CoreCap Advisors, LLC
INCREASED1,3421,215+127+10%$142.3K$152.6K+$10.3K2026-10-08
Quaker Wealth Management, LLC
UNCHANGED1,3311,33100%$155.8K$151.3K-$4.5K2026-10-22
Creative Financial Designs Inc
UNCHANGED1,2081,20800%$141.4K$137.3K-$4.1K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED1,2081,20800%$141.4K$137.4K-$4.1K2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED98398300%$115.1K$111.8K-$3.3K2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED92092000%$107.7K$104.6K-$3.1K2026-10-07
Cape Investment Advisory, Inc.
UNCHANGED80580500%$94.2K$91.5K-$2.7K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED76276200%$89.0K$87-$88.9K2026-10-16
Frankly Finances, LLC
UNCHANGED74874800%$87.6K$85.0K-$2.5K2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED747951-204-21%$111.3K$84.9K-$26.4K2026-10-15
Archer Investment Corp
UNCHANGED74274200%$86.8K$84.3K-$2.5K2026-11-05
Alpine Bank Wealth Management
UNCHANGED67267200%$78.7K$76.4K-$2.3K2026-10-16
Signaturefd, LLC
UNCHANGED61061000%$71.4K$69.4K-$2.1K2026-10-23
Burk Holdings LLC
UNCHANGED54254200%$63.4K$61.6K-$1.8K2026-11-05
Sunrise Financial Services, LLC
UNCHANGED50350300%$58.9K$57.2K-$1.7K2026-10-21
Cdkv Holdings LLC
UNCHANGED45045000%$52.7K$51.2K-$1.5K2026-10-28
Kingdom Financial Group Llc.
DECREASED378869-491-56%$101.7K$43.0K-$58.8K2026-11-04
Hickory Point Bank & Trust
NEW267—+267——$30.4K—2026-10-01
Westside Investment Management, Inc.
UNCHANGED26526500%$31.0K$30.1K-$8932026-11-02
Eastern Bank
NEW263—+263——$29.9K—2026-10-05
IFP Advisors, Inc
UNCHANGED24224200%$28.3K$27.5K-$8162026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED20720700%$24.2K$23.5K-$6972026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED999900%$11.6K$11.3K-$3342026-11-04
Hurley Capital, LLC
NEW25—+25——$2.8K—2026-11-05
Elevation Capital Advisory, LLC
CLOSED022,154-22,154-100%$2.6M$0-$2.6M2026-10-29
Lloyd Advisory Services, Llc.
CLOSED015,401-15,401-100%$1.8M$0-$1.8M2026-11-02
Redwood Financial Network Corp
CLOSED01,938-1,938-100%$226.9K$0-$226.9K2026-11-03
Cornerstone Wealth Advisors, Inc.
CLOSED01,900-1,900-100%$222.4K$0-$222.4K2026-10-16
Valtinson Bruner Financial Planning LLC
CLOSED01,865-1,865-100%$218.3K$0-$218.3K2026-11-02
Trek Financial, LLC
CLOSED01,821-1,821-100%$213.2K$0-$213.2K2026-10-29
KMG Fiduciary Partners, LLC
CLOSED01,782-1,782-100%$208.6K$0-$208.6K2026-10-14
NBT Bank, N.A.
CLOSED01,036-1,036-100%$121.3K$0-$121.3K2026-10-21
Networth Advisors, LLC
CLOSED0528-528-100%$61.8K$0-$61.8K2026-11-03
Montgomery Financial Services LLC
CLOSED0338-338-100%$39.6K$0-$39.6K2026-11-03
International Assets Investment Management, LLC
CLOSED0158-158-100%$18.3K$0-$18.3K2026-11-02
Obsidian CIO, LLC
CLOSED035-35-100%$4.1K$0-$4.1K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED025-25-100%$2.9K$0-$2.9K2026-10-14
Bank of America Corp
N/A—7,748,550-7,748,550-100%$907.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,442,650-2,442,650-100%$285.9M———
LPL Financial LLC
N/A—1,111,081-1,111,081-100%$130.1M———
JPMorgan Chase & Co
N/A—991,582-991,582-100%$114.4M———
Morgan Stanley
N/A—569,147-569,147-100%$66.6M———
Envestnet Asset Management Inc
N/A—516,567-516,567-100%$60.5M———
Ameriprise Financial Inc
N/A—316,213-316,213-100%$37.0M———
UBS Group AG
N/A—277,316-277,316-100%$32.5M———
Beacon Pointe Advisors, LLC
N/A—176,794-176,794-100%$20.7M———
Goldman Sachs Group Inc
N/A—143,889-143,889-100%$16.8M———
Captrust Financial Advisors
N/A—126,692-126,692-100%$14.8M———
Cetera Investment Advisers
N/A—114,889-114,889-100%$13.4M———
WIN Advisors, Inc
N/A—99,015-99,015-100%$11.6M———
EP Wealth Advisors, LLC
N/A—90,616-90,616-100%$10.6M———
Coldstream Capital Management Inc
N/A—85,481-85,481-100%$10.0M———
One Capital Management, LLC
N/A—82,429-82,429-100%$7.5M———
Mercer Global Advisors Inc
N/A—80,355-80,355-100%$9.4M———
Tiaa Trust, National Association
N/A—74,169-74,169-100%$8.7M———
WCG Wealth Advisors LLC
N/A—70,682-70,682-100%$8.3M———
Wells Fargo & Company
N/A—69,543-69,543-100%$8.1M———
Francis Financial, Inc.
N/A—66,909-66,909-100%$7.8M———
Private Advisor Group, LLC
N/A—66,777-66,777-100%$7.8M———
HighTower Advisors, LLC
N/A—66,438-66,438-100%$7.8M———
Global Retirement Partners, LLC
N/A—66,015-66,015-100%$7.7M———
Osaic Holdings, Inc.
N/A—59,566-59,566-100%$7.0M———
Raymond James Financial Inc
N/A—58,517-58,517-100%$6.8M———
Royal Bank of Canada
N/A—51,326-51,326-100%$6.0M———
FMR LLC
N/A—44,420-44,420-100%$5.2M———
NewEdge Advisors, LLC
N/A—43,759-43,759-100%$5.1M———
Evolution Advisers, Inc.
N/A—42,779-42,779-100%$5.0M———
Vestmark Advisory Solutions, Inc.
N/A—40,830-40,830-100%$4.8M———
GTS Securities LLC
N/A—36,662-36,662-100%$4.3M———
Crux Wealth Advisors
N/A—36,108-36,108-100%$4.2M———
L & S Advisors Inc
N/A—27,558-27,558-100%$3.2M———
Mariner, LLC
N/A—26,615-26,615-100%$3.1M———
SGL Investment Advisors, Inc.
N/A—26,331-26,331-100%$3.1M———
UMB Bank, n.a.
N/A—25,990-25,990-100%$3.0M———
Citadel Advisors LLC
N/A—23,081-23,081-100%$2.7M———
Legacy Edge Advisors, LLC
N/A—22,505-22,505-100%$2.6M———
Northwestern Mutual Wealth Management Co
N/A—20,130-20,130-100%$2.4M———
Equitable Holdings, Inc.
N/A—19,657-19,657-100%$2.3M———
Aptus Capital Advisors, LLC
N/A—18,887-18,887-100%$2.2M———
MML Investors Services, LLC
N/A—18,648-18,648-100%$2.2M———
Huntington National Bank
N/A—18,613-18,613-100%$2.2M———
PNC Financial Services Group, Inc.
N/A—18,473-18,473-100%$2.2M———
IHT Wealth Management, LLC
N/A—17,153-17,153-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—17,000-17,000-100%$2.0M———
NorthRock Partners, LLC
N/A—16,861-16,861-100%$2.0M———
Falcon Wealth Planning
N/A—16,443-16,443-100%$1.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—16,076-16,076-100%$1.9M———
Cerity Partners LLC
N/A—15,523-15,523-100%$1.8M———
AE Wealth Management LLC
N/A—14,487-14,487-100%$1.7M———
Cornerstone Financial Management LLC
N/A—14,395-14,395-100%$1.7M———
Wescott Financial Advisory Group, LLC
N/A—12,829-12,829-100%$1.5M———
Cary Street Partners Financial LLC
N/A—12,338-12,338-100%$1.4M———
Western Wealth Management, LLC
N/A—12,337-12,337-100%$1.4M———
BlueStem Wealth Partners, LLC
N/A—12,223-12,223-100%$1.4M———
Johnson Financial Group, Inc.
N/A—10,993-10,993-100%$1.3M———
Harbour Investments, Inc.
N/A—10,957-10,957-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—10,270-10,270-100%$1.2M———
Commerce Bank
N/A—9,828-9,828-100%$1.2M———
Nuveen, LLC
N/A—7,998-7,998-100%$936.2K———
Allworth Financial LP
N/A—7,561-7,561-100%$885.1K———
Stifel Financial Corp
N/A—7,526-7,526-100%$881.0K———
Westfuller Advisors, LLC
N/A—7,019-7,019-100%$821.6K———
Odyssey Group, LLC
N/A—6,825-6,825-100%$798.9K———
Westview Management dba Westview Investment Advisors
N/A—6,462-6,462-100%$756.4K———
Abound Financial, LLC
N/A—6,312-6,312-100%$738.9K———
World Investment Advisors
N/A—6,021-6,021-100%$547.6K———
Cozad Asset Management Inc
N/A—5,719-5,719-100%$669.5K———
PFG Investments, LLC
N/A—5,177-5,177-100%$606.0K———
Davis Wealth Advisors, LLC
N/A—4,747-4,747-100%$555.7K———
Savvy Advisors, Inc.
N/A—4,623-4,623-100%$541.1K———
Integrated Wealth Concepts LLC
N/A—4,333-4,333-100%$507.2K———
Benjamin Edwards Inc
N/A—4,169-4,169-100%$488.3K———
Kelman-Lazarov, Inc.
N/A—4,157-4,157-100%$486.7K———
First Trust Advisors LP
N/A—4,121-4,121-100%$482.4K———
Merit Financial Group, LLC
N/A—4,104-4,104-100%$480.4K———
Orion Porfolio Solutions, LLC
N/A—4,060-4,060-100%$475.3K———
Freedom Investment Management, Inc.
N/A—4,060-4,060-100%$475.3K———
AQR Capital Management LLC
N/A—4,019-4,019-100%$470.5K———
Estate Counselors, LLC
N/A—3,925-3,925-100%$459.5K———
HighPoint Advisor Group LLC
N/A—3,725-3,725-100%$436.0K———
MAI Capital Management
N/A—3,616-3,616-100%$423.3K———
Warner Financial, Inc
N/A—3,516-3,516-100%$411.6K———
Principal Securities, Inc.
N/A—3,514-3,514-100%$411.3K———
Focus Partners Advisor Solutions, LLC
N/A—3,439-3,439-100%$402.6K———
Legacy Financial Advisors, Inc.
N/A—3,304-3,304-100%$386.8K———
Rollins Financial Advisors, LLC
N/A—3,096-3,096-100%$362.4K———
Retirement Capital Strategies
N/A—2,951-2,951-100%$345.4K———
Valmark Advisers, Inc.
N/A—2,871-2,871-100%$336.1K———
Columbia River Financial Group, LLC
N/A—2,857-2,857-100%$334.0K———
Bluespring Wealth Management, LLC
N/A—2,780-2,780-100%$325.4K———
Vantage Point Financial LLC
N/A—2,740-2,740-100%$320.7K———
Savant Capital, LLC
N/A—2,600-2,600-100%$271.2K———
Institute for Wealth Management, Llc.
N/A—2,584-2,584-100%$302.5K———
Sanctuary Advisors, LLC
N/A—2,573-2,573-100%$301.2K———
Hilltop Partners LLC
N/A—2,563-2,563-100%$300.0K———
Atlantic Union Bankshares Corp
N/A—2,554-2,554-100%$299.0K———
Insigneo Advisory Services, LLC
N/A—2,526-2,526-100%$295.7K———
Per Stirling Capital Management, Llc.
N/A—2,463-2,463-100%$288.3K———
Susquehanna International Group, LLP
N/A—2,460-2,460-100%$288.0K———
Uniting Wealth Partners, LLC
N/A—2,445-2,445-100%$286.2K———
Goepper Burkhardt LLC
N/A—2,365-2,365-100%$276.8K———
Milestone Investment Advisors LLC
N/A—2,364-2,364-100%$276.7K———
Cresset Asset Management, LLC
N/A—2,343-2,343-100%$274.3K———
Compton Financial Group, LLC
N/A—2,289-2,289-100%$268.0K———
OneAscent Financial Services LLC
N/A—2,250-2,250-100%$263.4K———
Bedel Financial Consulting, Inc.
N/A—2,122-2,122-100%$248.4K———
UBS Asset Management Americas LLC
N/A—2,111-2,111-100%$247.1K———
Legacy Financial Group LLC
N/A—2,063-2,063-100%$241.5K———
Betterment LLC
N/A—2,020-2,020-100%$236.0K———
Baird Financial Group, Inc.
N/A—1,999-1,999-100%$234.0K———
Steward Partners Investment Advisory, LLC
N/A—1,979-1,979-100%$231.6K———
Inspire Advisors, LLC
N/A—1,958-1,958-100%$229.3K———
Planning Directions Inc
N/A—1,943-1,943-100%$227.5K———
Essex Financial Services, Inc.
N/A—1,934-1,934-100%$226.4K———
Canal Capital Management, LLC
N/A—1,899-1,899-100%$222.3K———
FLP Wealth Management, LLC
N/A—1,896-1,896-100%$221.9K———
Envestnet Portfolio Solutions, Inc.
N/A—1,831-1,831-100%$214.3K———
Kintra Wealth, LLC
N/A—1,810-1,810-100%$214.2K———
Octavia Wealth Advisors, LLC
N/A—1,802-1,802-100%$210.9K———
EQ Wealth Advisors, LLC
N/A—1,794-1,794-100%$210.0K———
Janney Montgomery Scott LLC
N/A—1,787-1,787-100%$209.0K———
Orion Capital Management LLC
N/A—1,578-1,578-100%$184.7K———
IFG Advisory, LLC
N/A—1,546-1,546-100%$181.0K———
Ameritas Advisory Services, LLC
N/A—1,284-1,284-100%$150.3K———
Whittier Trust Co of Nevada Inc
N/A—1,075-1,075-100%$122.3K———
Millstone Evans Group, LLC
N/A—690-690-100%$80.8K———
Smartleaf Asset Management LLC
N/A—564-564-100%$65.1K———
O'shaughnessy Asset Management, LLC
N/A—471-471-100%$55.1K———
CVA Family Office, LLC
N/A—430-430-100%$50.3K———
BOK Financial Private Wealth, Inc.
N/A—326-326-100%$38.2K———
Anchor Investment Management, LLC
N/A—300-300-100%$35.1K———
Copia Wealth Management
N/A—172-172-100%$20.1K———
Vanguard Advisers Inc
N/A—132-132-100%$15.5K———
Sankala Group LLC
N/A—91-91-100%$10.5K———
Russell Investments Group, Ltd.
N/A—70-70-100%$8.2K———
Continuum Advisory, LLC
N/A—69-69-100%$8.1K———
Bartlett & Co. Wealth Management LLC
N/A—59-59-100%$6.9K———
Tiaa Wealth Investment Management LLC
N/A—8-8-100%$944———
Caitlin John, LLC
N/A—2-2-100%$236———
Fiduciary Financial Advisors
N/A—1-1-100%$117———
Showing 335 of 335 institutions