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Nuveen ESG Large-Cap VAL ETF (NULV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,981,550 from 1,926,658
Change+54,892 (+3%)
Value$104.3M (+$8.0M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,290,626 from 1,208,781
Change+81,845 (+7%)
Value$68.0M (+$7.5M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares463,149 from 486,578
Change-23,429 (-5%)
Value$24.4M (+$60.8K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares447,028 from 453,335
Change-6,307 (-1%)
Value$23.5K (-$22.6M)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares407,107 from 402,854
Change+4,253 (+1%)
Value$21.4M (+$1.3M)
Filed 2026-10-27
Eastern Bank
DECREASED
Shares282,132 from 288,102
Change-5,970 (-2%)
Value$14.9M (+$452.0K)
Filed 2026-10-05
Mission Wealth Management, LP
DECREASED
Shares206,262 from 245,765
Change-39,503 (-16%)
Value$10.9M (-$1.4M)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares194,029 from 191,358
Change+2,671 (+1%)
Value$9.7M (+$133.5K)
Filed 2026-11-06
Regatta Capital Group, LLC
INCREASED
Shares153,642 from 150,617
Change+3,025 (+2%)
Value$8.1M (+$559.9K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares139,901 from 156,438
Change-16,537 (-11%)
Value$7.4K (-$7.8M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares133,854 from 129,431
Change+4,423 (+3%)
Value$7.0M (+$577.2K)
Filed 2026-10-21
True Blue Financial, LLC
DECREASED
Shares114,280 from 126,415
Change-12,135 (-10%)
Value$6.0M (-$302.6K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares109,952 from 109,734
Change+218 (+0%)
Value$5.8M (+$303.4K)
Filed 2026-10-23
Staley Capital Advisers Inc
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$5.3M (+$266.0K)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares85,106 from 85,771
Change-665 (-1%)
Value$4.5M (+$193.1K)
Filed 2026-11-05
Evolution Advisers, Inc.
INCREASED
Shares77,889 from 75,631
Change+2,258 (+3%)
Value$4.2M (+$419.0K)
Filed 2026-11-06
CX Institutional
DECREASED
Shares72,218 from 72,331
Change-113 (0%)
Value$3.8K (+$186)
Filed 2026-10-02
Savant Capital, LLC
DECREASED
Shares65,679 from 164,412
Change-98,733 (-60%)
Value$3.5M (-$4.4M)
Filed 2026-11-06
Equita Financial Network, Inc.
INCREASED
Shares61,901 from 58,118
Change+3,783 (+7%)
Value$3.3M (+$353.8K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
DECREASED
Shares60,623 from 68,930
Change-8,307 (-12%)
Value$3.2M (-$254.0K)
Filed 2026-11-06
rebel Financial LLC
DECREASED
Shares59,170 from 77,398
Change-18,228 (-24%)
Value$3.1M (-$753.8K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares55,475 from 57,904
Change-2,429 (-4%)
Value$2.9K (-$2.9M)
Filed 2026-10-26
One Day In July LLC
INCREASED
Shares54,477 from 54,164
Change+313 (+1%)
Value$2.9M (+$160.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares52,598 from 46,715
Change+5,883 (+13%)
Value$2.8M (+$434.0K)
Filed 2026-10-08
Bokf, NA
DECREASED
Shares49,121 from 49,511
Change-390 (-1%)
Value$2.6M (+$111.2K)
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares48,804 from 45,055
Change+3,749 (+8%)
Value$2.6M (+$317.2K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares46,942 from 34,917
Change+12,025 (+34%)
Value$2.5M (+$726.0K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares46,534 from 47,115
Change-581 (-1%)
Value$2.5M (+$94.7K)
Filed 2026-10-27
Canandaigua National Bank & Trust Co
DECREASED
Shares46,010 from 46,031
Change-21 (0%)
Value$2.4M (+$121.3K)
Filed 2026-10-07
Revolve Wealth Partners, LLC
INCREASED
Shares45,188 from 44,588
Change+600 (+1%)
Value$2.4M (+$150.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares44,190 from 43,879
Change+311 (+1%)
Value$2.3M (+$133.1K)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares41,782 from 46,095
Change-4,313 (-9%)
Value$2.2M (-$104.4K)
Filed 2026-10-21
Strategic Point Investment Advisors, LLC
DECREASED
Shares40,545 from 44,645
Change-4,100 (-9%)
Value$2.1M (-$97.1K)
Filed 2026-10-29
Sincerus Advisory, LLC
DECREASED
Shares37,484 from 37,589
Change-105 (0%)
Value$2.0M (+$94.5K)
Filed 2026-10-09
Ledyard National Bank
INCREASED
Shares34,504 from 33,721
Change+783 (+2%)
Value$1.8M (+$130.9K)
Filed 2026-10-21
Falcon Wealth Planning
INCREASED
Shares32,613 from 32,406
Change+207 (+1%)
Value$1.7M (+$97.1K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares30,414 from 30,414
Change0 (0%)
Value$1.6M (+$80.9K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares27,327 from 27,354
Change-27 (0%)
Value$1.4M (+$71.3K)
Filed 2026-10-28
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares27,079 from 27,079
Change0 (0%)
Value$1.4M (+$72.0K)
Filed 2026-10-23
Shotwell Rutter Baer Inc
DECREASED
Shares26,328 from 26,476
Change-148 (-1%)
Value$1.4M (+$62.6K)
Filed 2026-10-14
Curtis Advisory Group, LLC
DECREASED
Shares26,042 from 26,524
Change-482 (-2%)
Value$1.4M (+$45.2K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares25,717 from 22,619
Change+3,098 (+14%)
Value$1.4M (+$223.3K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,556 from 24,525
Change+31 (+0%)
Value$1.3M (+$55.1K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares24,430 from 24,554
Change-124 (-1%)
Value$1.3M (+$58.8K)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares22,455 from 20,622
Change+1,833 (+9%)
Value$1.2M (+$151.4K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares22,294 from 21,761
Change+533 (+2%)
Value$1.2M (+$85.9K)
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares21,860 from 22,073
Change-213 (-1%)
Value$1.2M (+$47.5K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares20,021 from 53
Change+19,968 (+37675%)
Value$1.1M (+$1.1M)
Filed 2026-11-06
Ethic Inc.
NEW
Shares19,912
Change+19,912
Value$1.0M
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares19,608 from 19,404
Change+204 (+1%)
Value$1.0M (+$62.4K)
Filed 2026-10-26
First Business Financial Services, Inc.
INCREASED
Shares19,383 from 19,006
Change+377 (+2%)
Value$1.0M (+$70.4K)
Filed 2026-10-29
XY Planning Network, Inc.
DECREASED
Shares18,784 from 19,251
Change-467 (-2%)
Value$989.0K (+$26.6K)
Filed 2026-10-14
Milestone Investment Advisors LLC
DECREASED
Shares18,720 from 18,830
Change-110 (-1%)
Value$985.6K (+$44.3K)
Filed 2026-11-05
Diversified Portfolios, Inc.
DECREASED
Shares18,366 from 18,631
Change-265 (-1%)
Value$967.0K (+$35.6K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares17,708 from 17,826
Change-118 (-1%)
Value$932.3K (+$41.2K)
Filed 2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares17,674 from 18,643
Change-969 (-5%)
Value$930.5K (-$1.4K)
Filed 2026-10-15
Sage Financial Group Inc
INCREASED
Shares17,017 from 16,680
Change+337 (+2%)
Value$895.9K (+$62.1K)
Filed 2026-10-27
Laurel Wealth Planning LLC
DECREASED
Shares16,491 from 19,341
Change-2,850 (-15%)
Value$868.3K (-$98.6K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
NEW
Shares16,137
Change+16,137
Value$849.6K
Filed 2026-10-16
Central Trust Co
DECREASED
Shares15,749 from 15,845
Change-96 (-1%)
Value$829.2K (+$37.1K)
Filed 2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED
Shares15,247 from 15,254
Change-7 (0%)
Value$803.0K (+$40.0K)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares14,892 from 14,800
Change+92 (+1%)
Value$784.1K (+$44.2K)
Filed 2026-10-14
Blueline Advisors LLC
UNCHANGED
Shares14,337 from 14,337
Change0 (0%)
Value$754.8K (+$38.1K)
Filed 2026-10-15
Penobscot Wealth Management
INCREASED
Shares14,168 from 11,763
Change+2,405 (+20%)
Value$745.9K (+$157.9K)
Filed 2026-10-21
Paulson Wealth Management Inc.
INCREASED
Shares13,642 from 13,005
Change+637 (+5%)
Value$718.3K (+$68.1K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED
Shares13,593 from 13,971
Change-378 (-3%)
Value$715.7K (+$17.3K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares13,556 from 13,655
Change-99 (-1%)
Value$713.7K (+$31.1K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares13,211 from 11,912
Change+1,299 (+11%)
Value$695.6K (+$100.1K)
Filed 2026-11-05
Ddfg, Inc
UNCHANGED
Shares12,699 from 12,699
Change0 (0%)
Value$668.6K (+$33.8K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares12,551 from 12,026
Change+525 (+4%)
Value$660.8K (+$59.6K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares12,455 from 12,905
Change-450 (-3%)
Value$655.8K (+$10.6K)
Filed 2026-10-23
Apollon Wealth Management, LLC
UNCHANGED
Shares11,990 from 11,990
Change0 (0%)
Value$631.3K (+$31.9K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares11,930 from 12,171
Change-241 (-2%)
Value$628.1K (+$19.7K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares11,715 from 11,715
Change0 (0%)
Value$616.8K (+$31.2K)
Filed 2026-11-03
Old Peak Finance LLC
UNCHANGED
Shares11,551 from 11,551
Change0 (0%)
Value$608.2K (+$30.7K)
Filed 2026-11-02
Addison Advisors LLC
DECREASED
Shares11,543 from 11,947
Change-404 (-3%)
Value$607.7K (+$10.5K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares11,541 from 11,752
Change-211 (-2%)
Value$607.6K (+$20.2K)
Filed 2026-10-28
American Financial & TAX Strategies Inc
UNCHANGED
Shares11,389 from 11,389
Change0 (0%)
Value$599.6K (+$30.3K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares10,987 from 11,128
Change-141 (-1%)
Value$578.5K (+$22.2K)
Filed 2026-10-27
Colorado Capital Management, Inc.
DECREASED
Shares10,775 from 11,164
Change-389 (-3%)
Value$567 (+$9)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
UNCHANGED
Shares10,610 from 10,610
Change0 (0%)
Value$558.6K (+$28.2K)
Filed 2026-10-09
First Pacific Financial
DECREASED
Shares10,588 from 10,713
Change-125 (-1%)
Value$557.5K (+$21.9K)
Filed 2026-10-14
Private Wealth Management Group, LLC
DECREASED
Shares10,586 from 15,193
Change-4,607 (-30%)
Value$557.4K (-$202.1K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
INCREASED
Shares10,412 from 10,326
Change+86 (+1%)
Value$548.2K (+$32.0K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares10,175 from 10,444
Change-269 (-3%)
Value$535.7K (+$13.6K)
Filed 2026-11-02
RVW Wealth, LLC
INCREASED
Shares10,168 from 9,526
Change+642 (+7%)
Value$535.3K (+$59.1K)
Filed 2026-10-06
Maia Wealth LLC
DECREASED
Shares10,026 from 10,379
Change-353 (-3%)
Value$527.9K (+$9.0K)
Filed 2026-10-19
Compound Planning, Inc.
INCREASED
Shares9,995 from 8,645
Change+1,350 (+16%)
Value$526.2K (+$94.1K)
Filed 2026-11-05
ETF Portfolio Partners, Inc.
INCREASED
Shares9,811 from 9,803
Change+8 (+0%)
Value$516.5K (+$26.5K)
Filed 2026-10-22
RTD Financial Advisors, Inc.
DECREASED
Shares9,736 from 9,925
Change-189 (-2%)
Value$512.6K (+$16.4K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
UNCHANGED
Shares9,531 from 9,531
Change0 (0%)
Value$516.4K (+$34.0K)
Filed 2026-10-27
Boston Common Asset Management, LLC
NEW
Shares9,462
Change+9,462
Value$498.2K
Filed 2026-10-13
Lodestar Private Asset Management LLC
INCREASED
Shares9,164 from 8,881
Change+283 (+3%)
Value$482.5K (+$38.5K)
Filed 2026-10-26
Trademark Financial Management, LLC
DECREASED
Shares9,097 from 9,116
Change-19 (0%)
Value$478.9K (+$23.2K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares9,032 from 8,662
Change+370 (+4%)
Value$475.5K (+$21.5K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
NEW
Shares8,952
Change+8,952
Value$471.3K
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
INCREASED
Shares8,930 from 7,738
Change+1,192 (+15%)
Value$470.2K (+$79.6K)
Filed 2026-10-09
Natural Investments, LLC
NEW
Shares8,825
Change+8,825
Value$464.6K
Filed 2026-11-06
JGP Wealth Management, LLC
INCREASED
Shares8,247 from 6,341
Change+1,906 (+30%)
Value$434.2K (+$117.2K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares7,776 from 7,799
Change-23 (0%)
Value$409.4K (+$19.5K)
Filed 2026-10-28
Warner Financial, Inc
INCREASED
Shares7,755 from 4,761
Change+2,994 (+63%)
Value$408.3K (+$170.3K)
Filed 2026-11-06
Trust Co
INCREASED
Shares7,682 from 7,559
Change+123 (+2%)
Value$404.5K (+$26.6K)
Filed 2026-10-09
Parkside Financial Bank & Trust
UNCHANGED
Shares7,569 from 7,569
Change0 (0%)
Value$398.5K (+$20.1K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares7,557 from 7,728
Change-171 (-2%)
Value$397.9K (+$11.6K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
DECREASED
Shares7,512 from 7,565
Change-53 (-1%)
Value$395.5K (+$17.3K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares7,440 from 7,440
Change0 (0%)
Value$391.7K (+$19.8K)
Filed 2026-10-16
Wolff Financial Management LLC
UNCHANGED
Shares7,362 from 7,362
Change0 (0%)
Value$387.6K (+$19.6K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares7,246 from 7,329
Change-83 (-1%)
Value$383.8K (+$16.9K)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares7,155 from 6,066
Change+1,089 (+18%)
Value$376.7K (+$73.5K)
Filed 2026-10-29
Focused Wealth Management, Inc
INCREASED
Shares7,124 from 6,014
Change+1,110 (+18%)
Value$375.1K (+$74.4K)
Filed 2026-10-30
Clearview Wealth Management LLC
DECREASED
Shares7,075 from 7,705
Change-630 (-8%)
Value$384.2K (-$1.0K)
Filed 2026-10-16
Riverwater Partners LLC
INCREASED
Shares6,915 from 6,809
Change+106 (+2%)
Value$364.1K (+$23.7K)
Filed 2026-11-03
71 West Capital Partners
NEW
Shares6,652
Change+6,652
Value$350.2K
Filed 2026-11-04
Wealthcare Advisory Partners LLC
UNCHANGED
Shares6,489 from 6,489
Change0 (0%)
Value$341.6K (+$17.3K)
Filed 2026-10-21
Snider Financial Group
INCREASED
Shares6,470 from 6,452
Change+18 (+0%)
Value$340.6K (+$18.1K)
Filed 2026-10-16
Winter & Associates, Inc.
UNCHANGED
Shares6,124 from 6,124
Change0 (0%)
Value$331.9K (+$25.8K)
Filed 2026-10-23
Invera Wealth Advisors, LLC
DECREASED
Shares6,062 from 33,318
Change-27,256 (-82%)
Value$319.2K (-$1.3M)
Filed 2026-10-28
Rede Wealth, LLC
UNCHANGED
Shares6,033 from 6,033
Change0 (0%)
Value$317.6K (+$16.0K)
Filed 2026-10-22
Tortoise Investment Management, LLC
UNCHANGED
Shares6,015 from 6,015
Change0 (0%)
Value$316.7K (+$16.0K)
Filed 2026-11-06
Marino, Stram & Associates LLC
DECREASED
Shares5,995 from 6,108
Change-113 (-2%)
Value$315.7K (+$10.3K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares5,879 from 5,671
Change+208 (+4%)
Value$309.5K (+$26.0K)
Filed 2026-10-19
Keener Financial Planning LLC
UNCHANGED
Shares5,796 from 5,796
Change0 (0%)
Value$305.2K (+$16.2K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares5,588 from 4,743
Change+845 (+18%)
Value$294.2K (+$57.1K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
DECREASED
Shares5,571 from 5,854
Change-283 (-5%)
Value$293.3K (+$672)
Filed 2026-10-19
Carret Asset Management, LLC
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$286.9K (+$14.5K)
Filed 2026-11-04
Aprio Wealth Management, LLC
NEW
Shares5,414
Change+5,414
Value$285.0K
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares5,218 from 5,268
Change-50 (-1%)
Value$274.7K (+$11.4K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares5,218 from 5,218
Change0 (0%)
Value$274.7K (+$13.9K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$274.4K (+$13.9K)
Filed 2026-10-22
Lido Advisors, LLC
NEW
Shares5,202
Change+5,202
Value$273.9K
Filed 2026-11-04
Argyle Capital Partners, LLC
UNCHANGED
Shares5,164 from 5,164
Change0 (0%)
Value$271.9K (+$13.7K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
INCREASED
Shares5,120 from 4,686
Change+434 (+9%)
Value$269.6K (+$35.3K)
Filed 2026-11-06
Occidental Asset Management, LLC
INCREASED
Shares5,069 from 5,058
Change+11 (+0%)
Value$266.9K (+$14.0K)
Filed 2026-11-05
Stewardship Advisors, LLC
UNCHANGED
Shares4,910 from 4,910
Change0 (0%)
Value$258.5K (+$13.1K)
Filed 2026-10-20
Valmark Advisers, Inc.
NEW
Shares4,897
Change+4,897
Value$257.8K
Filed 2026-11-06
Avantax Planning Partners, Inc.
UNCHANGED
Shares4,868 from 4,868
Change0 (0%)
Value$256.3K (+$12.9K)
Filed 2026-11-03
Crane Advisory, LLC
INCREASED
Shares4,738 from 4,364
Change+374 (+9%)
Value$253.4K (+$28.7K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares4,681 from 4,681
Change0 (0%)
Value$246.5K (+$12.5K)
Filed 2026-11-02
Sentinel Advisory Group, LLC
INCREASED
Shares4,654 from 4,438
Change+216 (+5%)
Value$245.0K (+$23.2K)
Filed 2026-10-20
First Citizens Bank & Trust Co
NEW
Shares4,585
Change+4,585
Value$241.4K
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares4,508 from 4,508
Change0 (0%)
Value$237.3K (+$12.0K)
Filed 2026-10-09
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares4,408 from 4,408
Change0 (0%)
Value$232.1K (+$11.7K)
Filed 2026-10-20
Aire Advisors, LLC
UNCHANGED
Shares4,355 from 4,355
Change0 (0%)
Value$229.3K (+$11.6K)
Filed 2026-10-22
Prospera Financial Services Inc
NEW
Shares4,057
Change+4,057
Value$221.0K
Filed 2026-11-04
Breachway Investments LLC
NEW
Shares4,000
Change+4,000
Value$210.6K
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,988 from 4,018
Change-30 (-1%)
Value$209.9K (+$9.1K)
Filed 2026-11-03
Ramiah Investment Group
NEW
Shares3,892
Change+3,892
Value$204.9K
Filed 2026-10-20
Foster Group, Inc.
DECREASED
Shares3,810 from 4,493
Change-683 (-15%)
Value$200.6K (-$24.0K)
Filed 2026-10-13
Victory Financial Group, LLC
NEW
Shares3,802
Change+3,802
Value$200.2K
Filed 2026-10-27
Fifth Third Bancorp
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$194.3K (+$9.8K)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares3,638 from 3,638
Change0 (0%)
Value$191.5K (+$9.7K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares2,703 from 2,890
Change-187 (-6%)
Value$142.3K (-$2.2K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$129.7K (+$6.6K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares2,419 from 766
Change+1,653 (+216%)
Value$127.4K (+$89.1K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares2,098 from 2,102
Change-4 (0%)
Value$110.5K (+$5.4K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares2,087 from 1,957
Change+130 (+7%)
Value$109.9K (+$12.1K)
Filed 2026-10-08
Birchwood Financial Partners, Inc.
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$98.3K (+$5.0K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$88.7K (+$4.5K)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$81 (-$76.9K)
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$37.0K (+$1.9K)
Filed 2026-10-21
Cdkv Holdings LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$36.9K (+$1.9K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares629 from 737
Change-108 (-15%)
Value$33.1K (-$3.7K)
Filed 2026-10-07
Hickory Point Bank & Trust
NEW
Shares611
Change+611
Value$32.2K
Filed 2026-10-01
Kingdom Financial Group Llc.
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$32.0K (+$1.6K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$25.5K (+$1.3K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$22.4K (+$1.1K)
Filed 2026-10-07
Asset Dedication, LLC
NEW
Shares302
Change+302
Value$15.9K
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares242 from 239
Change+3 (+1%)
Value$12.7K (+$794)
Filed 2026-10-23
Kroeger Financial Partners
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$11.9K (+$601)
Filed 2026-10-19
DeDora Capital, Inc.
DECREASED
Shares179 from 8,455
Change-8,276 (-98%)
Value$9.4K (-$413.2K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$9.0K (+$453)
Filed 2026-11-04
Capitol Family Office, Inc.
DECREASED
Shares131 from 134
Change-3 (-2%)
Value$6.9K (+$198)
Filed 2026-10-13
Redwood Park Advisors LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$5.8K (+$294)
Filed 2026-11-02
Princeton Global Asset Management LLC
DECREASED
Shares102 from 430
Change-328 (-76%)
Value$5.4K (-$16.1K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$4.1K (+$207)
Filed 2026-10-23
Hurley Capital, LLC
NEW
Shares58
Change+58
Value$3.1K
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.9K (+$149)
Filed 2026-11-06
Clarity Wealth Development LLC
CLOSED
Shares0 from 7,554
Change-7,554 (-100%)
Value$0 (-$377.6K)
Filed 2026-10-22
RMG Wealth Management LLC
CLOSED
Shares0 from 7,314
Change-7,314 (-100%)
Value$0 (-$858.0K)
Filed 2026-10-26
Fingerlakes Wealth Management, Inc.
CLOSED
Shares0 from 4,402
Change-4,402 (-100%)
Value$0 (-$220.1K)
Filed 2026-11-04
Obsidian CIO, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 11,803,510
Change-11,803,510 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,034,628
Change-5,034,628 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,217,859
Change-2,217,859 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,293,576
Change-1,293,576 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,099,328
Change-1,099,328 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 576,552
Change-576,552 (-100%)
Value—
UBS Group AG
N/A
Shares— from 531,761
Change-531,761 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 526,396
Change-526,396 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 253,549
Change-253,549 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 245,922
Change-245,922 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 235,925
Change-235,925 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 213,367
Change-213,367 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 189,725
Change-189,725 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 185,205
Change-185,205 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 159,128
Change-159,128 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 143,041
Change-143,041 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 140,912
Change-140,912 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 135,118
Change-135,118 (-100%)
Value—
FMR LLC
N/A
Shares— from 132,674
Change-132,674 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 125,222
Change-125,222 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 120,872
Change-120,872 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 100,126
Change-100,126 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 96,788
Change-96,788 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 86,682
Change-86,682 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 85,371
Change-85,371 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 83,538
Change-83,538 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 82,960
Change-82,960 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 82,919
Change-82,919 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 79,972
Change-79,972 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 71,631
Change-71,631 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 70,689
Change-70,689 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 61,429
Change-61,429 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 54,965
Change-54,965 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 53,943
Change-53,943 (-100%)
Value—
&partners
N/A
Shares— from 52,896
Change-52,896 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 52,442
Change-52,442 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 51,006
Change-51,006 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 43,949
Change-43,949 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 39,612
Change-39,612 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 32,262
Change-32,262 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,724
Change-31,724 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,517
Change-25,517 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 24,571
Change-24,571 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 24,395
Change-24,395 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,383
Change-24,383 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,893
Change-23,893 (-100%)
Value—
Commerce Bank
N/A
Shares— from 23,286
Change-23,286 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,454
Change-22,454 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 22,449
Change-22,449 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,259
Change-21,259 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 21,180
Change-21,180 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 20,504
Change-20,504 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,293
Change-19,293 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 16,813
Change-16,813 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,666
Change-16,666 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,387
Change-15,387 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 13,789
Change-13,789 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 13,256
Change-13,256 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,053
Change-13,053 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,334
Change-9,334 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,494
Change-8,494 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,149
Change-8,149 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 7,884
Change-7,884 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 835
Change-835 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 635
Change-635 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 474
Change-474 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 212
Change-212 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 181
Change-181 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,981,5501,926,658+54,892+3%$96.3M$104.3M+$8.0M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,290,6261,208,781+81,845+7%$60.4M$68.0M+$7.5M2026-11-02
Bank of New York Mellon Corp
DECREASED463,149486,578-23,429-5%$24.3M$24.4M+$60.8K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED447,028453,335-6,307-1%$22.7M$23.5K-$22.6M2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED407,107402,854+4,253+1%$20.1M$21.4M+$1.3M2026-10-27
Eastern Bank
DECREASED282,132288,102-5,970-2%$14.4M$14.9M+$452.0K2026-10-05
Mission Wealth Management, LP
DECREASED206,262245,765-39,503-16%$12.3M$10.9M-$1.4M2026-10-15
Allworth Financial LP
INCREASED194,029191,358+2,671+1%$9.6M$9.7M+$133.5K2026-11-06
Regatta Capital Group, LLC
INCREASED153,642150,617+3,025+2%$7.5M$8.1M+$559.9K2026-10-23
Thrivent Financial for Lutherans
DECREASED139,901156,438-16,537-11%$7.8M$7.4K-$7.8M2026-11-05
Assetmark, Inc
INCREASED133,854129,431+4,423+3%$6.5M$7.0M+$577.2K2026-10-21
True Blue Financial, LLC
DECREASED114,280126,415-12,135-10%$6.3M$6.0M-$302.6K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED109,952109,734+218+0%$5.5M$5.8M+$303.4K2026-10-23
Staley Capital Advisers Inc
UNCHANGED100,000100,00000%$5.0M$5.3M+$266.0K2026-11-06
Vicus Capital
DECREASED85,10685,771-665-1%$4.3M$4.5M+$193.1K2026-11-05
Evolution Advisers, Inc.
INCREASED77,88975,631+2,258+3%$3.8M$4.2M+$419.0K2026-11-06
CX Institutional
DECREASED72,21872,331-1130%$3.6K$3.8K+$1862026-10-02
Savant Capital, LLC
DECREASED65,679164,412-98,733-60%$7.8M$3.5M-$4.4M2026-11-06
Equita Financial Network, Inc.
INCREASED61,90158,118+3,783+7%$2.9M$3.3M+$353.8K2026-10-19
Legacy Edge Advisors, LLC
DECREASED60,62368,930-8,307-12%$3.4M$3.2M-$254.0K2026-11-06
rebel Financial LLC
DECREASED59,17077,398-18,228-24%$3.9M$3.1M-$753.8K2026-11-04
Park Avenue Securities LLC
DECREASED55,47557,904-2,429-4%$2.9M$2.9K-$2.9M2026-10-26
One Day In July LLC
INCREASED54,47754,164+313+1%$2.7M$2.9M+$160.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED52,59846,715+5,883+13%$2.3M$2.8M+$434.0K2026-10-08
Bokf, NA
DECREASED49,12149,511-390-1%$2.5M$2.6M+$111.2K2026-10-27
Mascoma Wealth Management LLC
INCREASED48,80445,055+3,749+8%$2.3M$2.6M+$317.2K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED46,94234,917+12,025+34%$1.7M$2.5M+$726.0K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED46,53447,115-581-1%$2.4M$2.5M+$94.7K2026-10-27
Canandaigua National Bank & Trust Co
DECREASED46,01046,031-210%$2.3M$2.4M+$121.3K2026-10-07
Revolve Wealth Partners, LLC
INCREASED45,18844,588+600+1%$2.2M$2.4M+$150.2K2026-10-23
Kestra Advisory Services, LLC
INCREASED44,19043,879+311+1%$2.2M$2.3M+$133.1K2026-11-02
CGN Advisors LLC
DECREASED41,78246,095-4,313-9%$2.3M$2.2M-$104.4K2026-10-21
Strategic Point Investment Advisors, LLC
DECREASED40,54544,645-4,100-9%$2.2M$2.1M-$97.1K2026-10-29
Sincerus Advisory, LLC
DECREASED37,48437,589-1050%$1.9M$2.0M+$94.5K2026-10-09
Ledyard National Bank
INCREASED34,50433,721+783+2%$1.7M$1.8M+$130.9K2026-10-21
Falcon Wealth Planning
INCREASED32,61332,406+207+1%$1.6M$1.7M+$97.1K2026-11-06
UMB Bank, n.a.
UNCHANGED30,41430,41400%$1.5M$1.6M+$80.9K2026-11-06
Choreo, LLC
DECREASED27,32727,354-270%$1.4M$1.4M+$71.3K2026-10-28
Bond & Devick Financial Network, Inc.
UNCHANGED27,07927,07900%$1.4M$1.4M+$72.0K2026-10-23
Shotwell Rutter Baer Inc
DECREASED26,32826,476-148-1%$1.3M$1.4M+$62.6K2026-10-14
Curtis Advisory Group, LLC
DECREASED26,04226,524-482-2%$1.3M$1.4M+$45.2K2026-10-28
Axxcess Wealth Management, LLC
INCREASED25,71722,619+3,098+14%$1.1M$1.4M+$223.3K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED24,55624,525+31+0%$1.3M$1.3M+$55.1K2026-10-13
Merit Financial Group, LLC
DECREASED24,43024,554-124-1%$1.2M$1.3M+$58.8K2026-11-06
McAdam, LLC
INCREASED22,45520,622+1,833+9%$1.0M$1.2M+$151.4K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED22,29421,761+533+2%$1.1M$1.2M+$85.9K2026-10-13
Bailard, Inc.
DECREASED21,86022,073-213-1%$1.1M$1.2M+$47.5K2026-10-13
Russell Investments Group, Ltd.
INCREASED20,02153+19,968+37675%$2.6K$1.1M+$1.1M2026-11-06
Ethic Inc.
NEW19,912—+19,912——$1.0M—2026-11-03
Flagship Harbor Advisors, LLC
INCREASED19,60819,404+204+1%$970.0K$1.0M+$62.4K2026-10-26
First Business Financial Services, Inc.
INCREASED19,38319,006+377+2%$950.1K$1.0M+$70.4K2026-10-29
XY Planning Network, Inc.
DECREASED18,78419,251-467-2%$962.4K$989.0K+$26.6K2026-10-14
Milestone Investment Advisors LLC
DECREASED18,72018,830-110-1%$941.3K$985.6K+$44.3K2026-11-05
Diversified Portfolios, Inc.
DECREASED18,36618,631-265-1%$931.4K$967.0K+$35.6K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED17,70817,826-118-1%$891.1K$932.3K+$41.2K2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED17,67418,643-969-5%$932.0K$930.5K-$1.4K2026-10-15
Sage Financial Group Inc
INCREASED17,01716,680+337+2%$833.8K$895.9K+$62.1K2026-10-27
Laurel Wealth Planning LLC
DECREASED16,49119,341-2,850-15%$966.9K$868.3K-$98.6K2026-11-02
Opal Wealth Advisors, LLC
NEW16,137—+16,137——$849.6K—2026-10-16
Central Trust Co
DECREASED15,74915,845-96-1%$792.1K$829.2K+$37.1K2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED15,24715,254-70%$763.0K$803.0K+$40.0K2026-10-29
Focus Financial Network, Inc.
INCREASED14,89214,800+92+1%$739.9K$784.1K+$44.2K2026-10-14
Blueline Advisors LLC
UNCHANGED14,33714,33700%$716.7K$754.8K+$38.1K2026-10-15
Penobscot Wealth Management
INCREASED14,16811,763+2,405+20%$588.0K$745.9K+$157.9K2026-10-21
Paulson Wealth Management Inc.
INCREASED13,64213,005+637+5%$650.1K$718.3K+$68.1K2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED13,59313,971-378-3%$698.4K$715.7K+$17.3K2026-11-02
Truist Financial Corp
DECREASED13,55613,655-99-1%$682.6K$713.7K+$31.1K2026-10-30
Rossby Financial, LCC
INCREASED13,21111,912+1,299+11%$595.5K$695.6K+$100.1K2026-11-05
Ddfg, Inc
UNCHANGED12,69912,69900%$634.8K$668.6K+$33.8K2026-10-15
Verus Capital Partners, LLC
INCREASED12,55112,026+525+4%$601.2K$660.8K+$59.6K2026-11-03
Evergreen Capital Management LLC
DECREASED12,45512,905-450-3%$645.1K$655.8K+$10.6K2026-10-23
Apollon Wealth Management, LLC
UNCHANGED11,99011,99000%$599.4K$631.3K+$31.9K2026-10-23
US Bancorp \de\
DECREASED11,93012,171-241-2%$608.4K$628.1K+$19.7K2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED11,71511,71500%$585.6K$616.8K+$31.2K2026-11-03
Old Peak Finance LLC
UNCHANGED11,55111,55100%$577.4K$608.2K+$30.7K2026-11-02
Addison Advisors LLC
DECREASED11,54311,947-404-3%$597.2K$607.7K+$10.5K2026-11-06
D.A. Davidson & Co.
DECREASED11,54111,752-211-2%$587.5K$607.6K+$20.2K2026-10-28
American Financial & TAX Strategies Inc
UNCHANGED11,38911,38900%$569.3K$599.6K+$30.3K2026-10-16
VestGen Advisors, LLC
DECREASED10,98711,128-141-1%$556.3K$578.5K+$22.2K2026-10-27
Colorado Capital Management, Inc.
DECREASED10,77511,164-389-3%$558$567+$92026-10-15
Emergent Wealth Advisors, LLC
UNCHANGED10,61010,61000%$530.4K$558.6K+$28.2K2026-10-09
First Pacific Financial
DECREASED10,58810,713-125-1%$535.6K$557.5K+$21.9K2026-10-14
Private Wealth Management Group, LLC
DECREASED10,58615,193-4,607-30%$759.5K$557.4K-$202.1K2026-10-19
Confluence Wealth Services, Inc.
INCREASED10,41210,326+86+1%$516.2K$548.2K+$32.0K2026-11-05
Creative Planning
DECREASED10,17510,444-269-3%$522.1K$535.7K+$13.6K2026-11-02
RVW Wealth, LLC
INCREASED10,1689,526+642+7%$476.2K$535.3K+$59.1K2026-10-06
Maia Wealth LLC
DECREASED10,02610,379-353-3%$518.9K$527.9K+$9.0K2026-10-19
Compound Planning, Inc.
INCREASED9,9958,645+1,350+16%$432.2K$526.2K+$94.1K2026-11-05
ETF Portfolio Partners, Inc.
INCREASED9,8119,803+8+0%$490.1K$516.5K+$26.5K2026-10-22
RTD Financial Advisors, Inc.
DECREASED9,7369,925-189-2%$496.1K$512.6K+$16.4K2026-10-09
Chicago Partners Investment Group LLC
UNCHANGED9,5319,53100%$482.4K$516.4K+$34.0K2026-10-27
Boston Common Asset Management, LLC
NEW9,462—+9,462——$498.2K—2026-10-13
Lodestar Private Asset Management LLC
INCREASED9,1648,881+283+3%$444.0K$482.5K+$38.5K2026-10-26
Trademark Financial Management, LLC
DECREASED9,0979,116-190%$455.7K$478.9K+$23.2K2026-10-23
Triad Wealth Partners, LLC
INCREASED9,0328,662+370+4%$454.1K$475.5K+$21.5K2026-10-26
SAX Wealth Advisors, LLC
NEW8,952—+8,952——$471.3K—2026-10-13
Inspirion Wealth Advisors, LLC
INCREASED8,9307,738+1,192+15%$390.5K$470.2K+$79.6K2026-10-09
Natural Investments, LLC
NEW8,825—+8,825——$464.6K—2026-11-06
JGP Wealth Management, LLC
INCREASED8,2476,341+1,906+30%$317.0K$434.2K+$117.2K2026-10-13
Modera Wealth Management, LLC
DECREASED7,7767,799-230%$389.9K$409.4K+$19.5K2026-10-28
Warner Financial, Inc
INCREASED7,7554,761+2,994+63%$238.0K$408.3K+$170.3K2026-11-06
Trust Co
INCREASED7,6827,559+123+2%$377.9K$404.5K+$26.6K2026-10-09
Parkside Financial Bank & Trust
UNCHANGED7,5697,56900%$378.4K$398.5K+$20.1K2026-10-27
Perigon Wealth Management, LLC
DECREASED7,5577,728-171-2%$386.3K$397.9K+$11.6K2026-10-22
Johnson Bixby & Associates, LLC
DECREASED7,5127,565-53-1%$378.2K$395.5K+$17.3K2026-10-14
Onyx Bridge Wealth Group LLC
UNCHANGED7,4407,44000%$371.9K$391.7K+$19.8K2026-10-16
Wolff Financial Management LLC
UNCHANGED7,3627,36200%$368.0K$387.6K+$19.6K2026-10-23
TD Waterhouse Canada Inc.
DECREASED7,2467,329-83-1%$366.9K$383.8K+$16.9K2026-10-16
Trek Financial, LLC
INCREASED7,1556,066+1,089+18%$303.2K$376.7K+$73.5K2026-10-29
Focused Wealth Management, Inc
INCREASED7,1246,014+1,110+18%$300.6K$375.1K+$74.4K2026-10-30
Clearview Wealth Management LLC
DECREASED7,0757,705-630-8%$385.2K$384.2K-$1.0K2026-10-16
Riverwater Partners LLC
INCREASED6,9156,809+106+2%$340.4K$364.1K+$23.7K2026-11-03
71 West Capital Partners
NEW6,652—+6,652——$350.2K—2026-11-04
Wealthcare Advisory Partners LLC
UNCHANGED6,4896,48900%$324.4K$341.6K+$17.3K2026-10-21
Snider Financial Group
INCREASED6,4706,452+18+0%$322.5K$340.6K+$18.1K2026-10-16
Winter & Associates, Inc.
UNCHANGED6,1246,12400%$306.1K$331.9K+$25.8K2026-10-23
Invera Wealth Advisors, LLC
DECREASED6,06233,318-27,256-82%$1.7M$319.2K-$1.3M2026-10-28
Rede Wealth, LLC
UNCHANGED6,0336,03300%$301.6K$317.6K+$16.0K2026-10-22
Tortoise Investment Management, LLC
UNCHANGED6,0156,01500%$300.7K$316.7K+$16.0K2026-11-06
Marino, Stram & Associates LLC
DECREASED5,9956,108-113-2%$305.4K$315.7K+$10.3K2026-10-22
Lockerman Financial Group, Inc.
INCREASED5,8795,671+208+4%$283.5K$309.5K+$26.0K2026-10-19
Keener Financial Planning LLC
UNCHANGED5,7965,79600%$289.0K$305.2K+$16.2K2026-11-06
RFG Advisory, LLC
INCREASED5,5884,743+845+18%$237.1K$294.2K+$57.1K2026-11-03
Lifelong Wealth Advisors, Inc.
DECREASED5,5715,854-283-5%$292.6K$293.3K+$6722026-10-19
Carret Asset Management, LLC
UNCHANGED5,4505,45000%$272.4K$286.9K+$14.5K2026-11-04
Aprio Wealth Management, LLC
NEW5,414—+5,414——$285.0K—2026-10-28
Independent Financial Group, LLC
DECREASED5,2185,268-50-1%$263.4K$274.7K+$11.4K2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED5,2185,21800%$260.8K$274.7K+$13.9K2026-10-21
Fifth Third Wealth Advisors LLC
UNCHANGED5,2115,21100%$260.5K$274.4K+$13.9K2026-10-22
Lido Advisors, LLC
NEW5,202—+5,202——$273.9K—2026-11-04
Argyle Capital Partners, LLC
UNCHANGED5,1645,16400%$258.1K$271.9K+$13.7K2026-10-23
Institute for Wealth Management, Llc.
INCREASED5,1204,686+434+9%$234.3K$269.6K+$35.3K2026-11-06
Occidental Asset Management, LLC
INCREASED5,0695,058+11+0%$252.8K$266.9K+$14.0K2026-11-05
Stewardship Advisors, LLC
UNCHANGED4,9104,91000%$245.5K$258.5K+$13.1K2026-10-20
Valmark Advisers, Inc.
NEW4,897—+4,897——$257.8K—2026-11-06
Avantax Planning Partners, Inc.
UNCHANGED4,8684,86800%$243.4K$256.3K+$12.9K2026-11-03
Crane Advisory, LLC
INCREASED4,7384,364+374+9%$224.7K$253.4K+$28.7K2026-10-13
Key FInancial Inc
UNCHANGED4,6814,68100%$234.0K$246.5K+$12.5K2026-11-02
Sentinel Advisory Group, LLC
INCREASED4,6544,438+216+5%$221.9K$245.0K+$23.2K2026-10-20
First Citizens Bank & Trust Co
NEW4,585—+4,585——$241.4K—2026-10-14
Capital Advisors Wealth Management, LLC
UNCHANGED4,5084,50800%$225.4K$237.3K+$12.0K2026-10-09
Relyea Zuckerberg Hanson LLC
UNCHANGED4,4084,40800%$220.4K$232.1K+$11.7K2026-10-20
Aire Advisors, LLC
UNCHANGED4,3554,35500%$217.7K$229.3K+$11.6K2026-10-22
Prospera Financial Services Inc
NEW4,057—+4,057——$221.0K—2026-11-04
Breachway Investments LLC
NEW4,000—+4,000——$210.6K—2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED3,9884,018-30-1%$200.9K$209.9K+$9.1K2026-11-03
Ramiah Investment Group
NEW3,892—+3,892——$204.9K—2026-10-20
Foster Group, Inc.
DECREASED3,8104,493-683-15%$224.6K$200.6K-$24.0K2026-10-13
Victory Financial Group, LLC
NEW3,802—+3,802——$200.2K—2026-10-27
Fifth Third Bancorp
UNCHANGED3,6913,69100%$184.5K$194.3K+$9.8K2026-11-05
Mather Group, Llc.
UNCHANGED3,6383,63800%$181.9K$191.5K+$9.7K2026-10-14
Concord Wealth Partners
DECREASED2,7032,890-187-6%$144.5K$142.3K-$2.2K2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED2,4642,46400%$123.2K$129.7K+$6.6K2026-10-13
Triumph Capital Management
INCREASED2,419766+1,653+216%$38.3K$127.4K+$89.1K2026-10-14
Creative Financial Designs Inc
DECREASED2,0982,102-40%$105.1K$110.5K+$5.4K2026-11-04
CoreCap Advisors, LLC
INCREASED2,0871,957+130+7%$97.8K$109.9K+$12.1K2026-10-08
Birchwood Financial Partners, Inc.
UNCHANGED1,8671,86700%$93.3K$98.3K+$5.0K2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED1,6841,68400%$84.2K$88.7K+$4.5K2026-10-28
Hanson & Doremus Investment Management
UNCHANGED1,5311,53100%$77.0K$81-$76.9K2026-10-16
Sunrise Financial Services, LLC
UNCHANGED70370300%$35.1K$37.0K+$1.9K2026-10-21
Cdkv Holdings LLC
UNCHANGED70070000%$35.0K$36.9K+$1.9K2026-10-28
Investors Research Corp
DECREASED629737-108-15%$36.8K$33.1K-$3.7K2026-10-07
Hickory Point Bank & Trust
NEW611—+611——$32.2K—2026-10-01
Kingdom Financial Group Llc.
UNCHANGED60860800%$30.4K$32.0K+$1.6K2026-11-04
IFP Advisors, Inc
UNCHANGED48448400%$24.2K$25.5K+$1.3K2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED42542500%$21.2K$22.4K+$1.1K2026-10-07
Asset Dedication, LLC
NEW302—+302——$15.9K—2026-11-03
Tradewinds Capital Management, LLC
INCREASED242239+3+1%$11.9K$12.7K+$7942026-10-23
Kroeger Financial Partners
UNCHANGED22622600%$11.3K$11.9K+$6012026-10-19
DeDora Capital, Inc.
DECREASED1798,455-8,276-98%$422.7K$9.4K-$413.2K2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED17017000%$8.5K$9.0K+$4532026-11-04
Capitol Family Office, Inc.
DECREASED131134-3-2%$6.7K$6.9K+$1982026-10-13
Redwood Park Advisors LLC
UNCHANGED11111100%$5.5K$5.8K+$2942026-11-02
Princeton Global Asset Management LLC
DECREASED102430-328-76%$21.5K$5.4K-$16.1K2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED787800%$3.9K$4.1K+$2072026-10-23
Hurley Capital, LLC
NEW58—+58——$3.1K—2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED565600%$2.8K$2.9K+$1492026-11-06
Clarity Wealth Development LLC
CLOSED07,554-7,554-100%$377.6K$0-$377.6K2026-10-22
RMG Wealth Management LLC
CLOSED07,314-7,314-100%$858.0K$0-$858.0K2026-10-26
Fingerlakes Wealth Management, Inc.
CLOSED04,402-4,402-100%$220.1K$0-$220.1K2026-11-04
Obsidian CIO, LLC
CLOSED071-71-100%$3.6K$0-$3.6K2026-11-05
Bank of America Corp
N/A—11,803,510-11,803,510-100%$590.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,034,628-5,034,628-100%$251.7M———
JPMorgan Chase & Co
N/A—2,217,859-2,217,859-100%$111.2M———
Morgan Stanley
N/A—1,293,576-1,293,576-100%$64.7M———
Envestnet Asset Management Inc
N/A—1,099,328-1,099,328-100%$55.0M———
Mercer Global Advisors Inc
N/A—576,552-576,552-100%$28.8M———
UBS Group AG
N/A—531,761-531,761-100%$26.6M———
Beacon Pointe Advisors, LLC
N/A—526,396-526,396-100%$26.3M———
Captrust Financial Advisors
N/A—253,549-253,549-100%$12.7M———
Raymond James Financial Inc
N/A—245,922-245,922-100%$12.3M———
EP Wealth Advisors, LLC
N/A—235,925-235,925-100%$11.8M———
Ameriprise Financial Inc
N/A—213,367-213,367-100%$10.7M———
ST Germain D J Co Inc
N/A—189,725-189,725-100%$9.5M———
Cetera Investment Advisers
N/A—185,205-185,205-100%$9.3M———
HighTower Advisors, LLC
N/A—159,128-159,128-100%$8.0M———
One Capital Management, LLC
N/A—143,041-143,041-100%$6.5M———
Forefront Analytics, LLC
N/A—140,912-140,912-100%$7.0M———
Mariner, LLC
N/A—135,118-135,118-100%$6.8M———
FMR LLC
N/A—132,674-132,674-100%$6.6M———
Royal Bank of Canada
N/A—125,222-125,222-100%$6.3M———
Tiaa Trust, National Association
N/A—120,872-120,872-100%$6.0M———
RWA Wealth Partners, LLC
N/A—100,126-100,126-100%$5.0M———
NewEdge Advisors, LLC
N/A—96,788-96,788-100%$4.8M———
Wells Fargo & Company
N/A—86,682-86,682-100%$4.3M———
Plum Street Advisors, LLC
N/A—85,371-85,371-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—83,538-83,538-100%$4.2M———
Goldman Sachs Group Inc
N/A—82,960-82,960-100%$4.1M———
Cresset Asset Management, LLC
N/A—82,919-82,919-100%$4.1M———
Crux Wealth Advisors
N/A—79,972-79,972-100%$4.0M———
Equitable Holdings, Inc.
N/A—71,631-71,631-100%$3.6M———
Private Advisor Group, LLC
N/A—70,689-70,689-100%$3.5M———
BSW Wealth Partners
N/A—61,429-61,429-100%$3.1M———
Balanced Rock Investment Advisors LLC
N/A—54,965-54,965-100%$2.7M———
Stifel Financial Corp
N/A—53,943-53,943-100%$2.7M———
&partners
N/A—52,896-52,896-100%$2.6M———
Bartlett & Co. Wealth Management LLC
N/A—52,442-52,442-100%$2.6M———
HSBC Holdings PLC
N/A—51,006-51,006-100%$2.5M———
Osaic Holdings, Inc.
N/A—43,949-43,949-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—39,612-39,612-100%$2.0M———
Gateway Wealth Partners, LLC
N/A—32,262-32,262-100%$1.6M———
MML Investors Services, LLC
N/A—31,724-31,724-100%$1.6M———
Focus Partners Wealth
N/A—25,517-25,517-100%$1.3M———
Cerity Partners LLC
N/A—24,571-24,571-100%$1.2M———
Wescott Financial Advisory Group, LLC
N/A—24,395-24,395-100%$1.2M———
Harbour Investments, Inc.
N/A—24,383-24,383-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—23,893-23,893-100%$1.2M———
Commerce Bank
N/A—23,286-23,286-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—22,454-22,454-100%$1.1M———
Two Sigma Investments, LP
N/A—22,449-22,449-100%$1.1M———
PFG Investments, LLC
N/A—21,259-21,259-100%$1.1M———
WNY Asset Management, LLC
N/A—21,180-21,180-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—20,504-20,504-100%$1.0M———
Modern Wealth Management, LLC
N/A—19,293-19,293-100%$964.4K———
NorthRock Partners, LLC
N/A—16,813-16,813-100%$840.5K———
Advisory Services Network, LLC
N/A—16,666-16,666-100%$833.1K———
Mutual Advisors, LLC
N/A—15,683-15,683-100%$784.0K———
Tradition Wealth Management, LLC
N/A—15,387-15,387-100%$769.2K———
Per Stirling Capital Management, Llc.
N/A—13,789-13,789-100%$689.3K———
Abound Financial, LLC
N/A—13,256-13,256-100%$662.7K———
Flputnam Investment Management Co
N/A—13,053-13,053-100%$652.5K———
Stratos Wealth Partners, Ltd.
N/A—12,817-12,817-100%$640.7K———
Steward Partners Investment Advisory, LLC
N/A—12,639-12,639-100%$631.8K———
Westview Management dba Westview Investment Advisors
N/A—12,346-12,346-100%$617.2K———
Legacy Financial Advisors, Inc.
N/A—12,234-12,234-100%$611.6K———
BlueStem Wealth Partners, LLC
N/A—11,212-11,212-100%$560.5K———
Great Valley Advisor Group, Inc.
N/A—9,334-9,334-100%$466.6K———
Estate Counselors, LLC
N/A—8,830-8,830-100%$441.4K———
Focus Partners Advisor Solutions, LLC
N/A—8,591-8,591-100%$429.5K———
Western Wealth Management, LLC
N/A—8,587-8,587-100%$429.2K———
Orion Porfolio Solutions, LLC
N/A—8,494-8,494-100%$424.6K———
Sanctuary Advisors, LLC
N/A—8,149-8,149-100%$407.4K———
Columbia River Financial Group, LLC
N/A—7,884-7,884-100%$394.0K———
Sequoia Financial Advisors, LLC
N/A—7,150-7,150-100%$357.4K———
McCartney Wealth Management LLC
N/A—6,897-6,897-100%$344.8K———
XTX Topco Ltd
N/A—6,885-6,885-100%$344.2K———
Kelman-Lazarov, Inc.
N/A—6,637-6,637-100%$331.8K———
Savvy Advisors, Inc.
N/A—6,482-6,482-100%$324.0K———
MAI Capital Management
N/A—6,327-6,327-100%$316.3K———
Compton Financial Group, LLC
N/A—6,312-6,312-100%$315.5K———
Ameritas Advisory Services, LLC
N/A—6,158-6,158-100%$307.8K———
Coastal Bridge Advisors, LLC
N/A—5,715-5,715-100%$285.7K———
Summit Financial, LLC
N/A—5,300-5,300-100%$265.0K———
EQ Wealth Advisors, LLC
N/A—5,147-5,147-100%$257.3K———
Vantage Point Financial LLC
N/A—5,025-5,025-100%$251.2K———
Denver Wealth Management, Inc.
N/A—4,741-4,741-100%$237.0K———
UBS Asset Management Americas LLC
N/A—4,525-4,525-100%$226.2K———
OneAscent Financial Services LLC
N/A—4,243-4,243-100%$212.1K———
HighPoint Advisor Group LLC
N/A—4,216-4,216-100%$210.8K———
Betterment LLC
N/A—4,166-4,166-100%$208.0K———
Atlantic Union Bankshares Corp
N/A—3,974-3,974-100%$198.7K———
Morgan Dempsey Capital Management LLC
N/A—3,937-3,937-100%$196.8K———
Arax Advisory Partners
N/A—3,688-3,688-100%$184.4K———
AE Wealth Management LLC
N/A—3,145-3,145-100%$157.2K———
Orion Capital Management LLC
N/A—2,627-2,627-100%$131.3K———
Blair William & Co
N/A—2,428-2,428-100%$121.4K———
Tower Research Capital LLC (TRC)
N/A—2,336-2,336-100%$116.8K———
Aptus Capital Advisors, LLC
N/A—2,062-2,062-100%$103.1K———
Westfuller Advisors, LLC
N/A—1,965-1,965-100%$98.2K———
IFG Advisory, LLC
N/A—1,680-1,680-100%$84.0K———
Smartleaf Asset Management LLC
N/A—1,580-1,580-100%$79.2K———
Millstone Evans Group, LLC
N/A—1,454-1,454-100%$72.7K———
National Bank of Canada
N/A—1,392-1,392-100%$69.6K———
Front Row Advisors LLC
N/A—1,155-1,155-100%$62.1K———
Manning & Napier Advisors LLC
N/A—932-932-100%$46.7K———
Fiduciary Financial Advisors
N/A—835-835-100%$41.7K———
Global Retirement Partners, LLC
N/A—710-710-100%$35.5K———
BOK Financial Private Wealth, Inc.
N/A—635-635-100%$31.7K———
SHP Wealth Management
N/A—474-474-100%$23.7K———
Hantz Financial Services, Inc.
N/A—382-382-100%$19.0K———
Continuum Advisory, LLC
N/A—262-262-100%$13.1K———
Tiaa Wealth Investment Management LLC
N/A—238-238-100%$11.9K———
GW&K Investment Management, LLC
N/A—230-230-100%$11———
Vanguard Advisers Inc
N/A—212-212-100%$10.6K———
Federation des caisses Desjardins du Quebec
N/A—181-181-100%$9.0K———
Investors Portfolio Services LLC
N/A—178-178-100%$8.9K———
Cheviot Value Management, LLC
N/A—42-42-100%$2.1K———
Showing 297 of 297 institutions