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SS Spdr N ICE HY Muni ETF (HYMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
INCREASED
Shares2,726,582 from 1,646,129
Change+1,080,453 (+66%)
Value$64.0M (+$22.1M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares1,838,649 from 1,603,453
Change+235,196 (+15%)
Value$43.2M (+$2.4M)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares1,821,246 from 1,678,899
Change+142,347 (+8%)
Value$42.7M (+$33.4K)
Filed 2026-10-14
Trust Point Inc.
INCREASED
Shares936,908 from 65,995
Change+870,913 (+1320%)
Value$22.0M (+$20.3M)
Filed 2026-10-27
Revolve Wealth Partners, LLC
DECREASED
Shares845,796 from 1,137,661
Change-291,865 (-26%)
Value$19.9M (-$9.1M)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares778,257 from 727,550
Change+50,707 (+7%)
Value$18.3M (-$243.9K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
DECREASED
Shares567,241 from 992,182
Change-424,941 (-43%)
Value$13.3M (-$11.9M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares398,723 from 459,750
Change-61,027 (-13%)
Value$9.4M (-$2.3M)
Filed 2026-10-30
Capital Asset Advisory Services LLC
INCREASED
Shares398,582 from 370,616
Change+27,966 (+8%)
Value$9.5M (+$65.8K)
Filed 2026-10-30
Old National Bancorp
INCREASED
Shares375,292 from 354,391
Change+20,901 (+6%)
Value$8.8M (-$207.6K)
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
DECREASED
Shares372,035 from 374,419
Change-2,384 (-1%)
Value$8.7M (-$793.6K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
DECREASED
Shares371,772 from 400,105
Change-28,333 (-7%)
Value$8.7M (-$1.5M)
Filed 2026-11-05
Parkside Investments, LLC
DECREASED
Shares369,000 from 456,225
Change-87,225 (-19%)
Value$8.7M (-$2.9M)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares360,314 from 357,483
Change+2,831 (+1%)
Value$8.5M (-$637.8K)
Filed 2026-10-05
Commonwealth Equity Services, LLC
INCREASED
Shares357,208 from 320,863
Change+36,345 (+11%)
Value$8.4M (+$220.9K)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares350,197 from 254,007
Change+96,190 (+38%)
Value$8.2M (+$1.8M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares312,275 from 262,914
Change+49,361 (+19%)
Value$7.3K (-$6.7M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares288,053 from 330,455
Change-42,402 (-13%)
Value$6.8M (-$1.6M)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares233,535 from 236,639
Change-3,104 (-1%)
Value$5.5M (-$539.0K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares224,748 from 231,178
Change-6,430 (-3%)
Value$5.3M (-$606.3K)
Filed 2026-10-08
CGN Advisors LLC
DECREASED
Shares205,861 from 209,254
Change-3,393 (-2%)
Value$4.8M (-$491.9K)
Filed 2026-10-21
Friday Financial
INCREASED
Shares200,591 from 92,427
Change+108,164 (+117%)
Value$4.7M (+$2.4M)
Filed 2026-10-09
Chemistry Wealth Management LLC
UNCHANGED
Shares192,201 from 192,201
Change0 (0%)
Value$4.5M (-$378.6K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares186,772 from 180,093
Change+6,679 (+4%)
Value$4.4M (-$198.0K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
UNCHANGED
Shares184,350 from 184,350
Change0 (0%)
Value$4.3M (-$363.2K)
Filed 2026-10-26
Erickson Financial Group, LLC
INCREASED
Shares180,133 from 174,515
Change+5,618 (+3%)
Value$4.2M (-$211.9K)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares180,108 from 11,777
Change+168,331 (+1429%)
Value$4.2M (+$3.9M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares168,968 from 166,558
Change+2,410 (+1%)
Value$3.9M (-$273.7K)
Filed 2026-10-13
Washington Trust Bank
INCREASED
Shares168,071 from 75,472
Change+92,599 (+123%)
Value$3.9M (+$2.0M)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares164,010 from 84,780
Change+79,230 (+93%)
Value$3.8M (+$1.7M)
Filed 2026-10-09
Stackstone Wealth, LLC
NEW
Shares159,446
Change+159,446
Value$3.7M
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares137,380 from 109,265
Change+28,115 (+26%)
Value$3.2M (+$442.4K)
Filed 2026-10-07
Kestra Advisory Services, LLC
DECREASED
Shares134,847 from 146,551
Change-11,704 (-8%)
Value$3.2M (-$563.4K)
Filed 2026-11-02
Melone Private Wealth, LLC
INCREASED
Shares125,673 from 120,582
Change+5,091 (+4%)
Value$2.9M (-$118.1K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares125,428 from 125,683
Change-255 (0%)
Value$2.9M (-$253.6K)
Filed 2026-10-20
Missouri Trust & Investment Co
INCREASED
Shares119,855 from 114,330
Change+5,525 (+5%)
Value$2.8M (-$32.7K)
Filed 2026-11-04
Harbor Group, Inc.
DECREASED
Shares114,575 from 117,607
Change-3,032 (-3%)
Value$2.7M (-$302.9K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares114,238 from 95,834
Change+18,404 (+19%)
Value$2.7M (+$243.2K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares112,484 from 101,813
Change+10,671 (+10%)
Value$2.6M (+$49.9K)
Filed 2026-10-21
Willis Johnson Wealth, Inc.
NEW
Shares112,406
Change+112,406
Value$2.6M
Filed 2026-11-03
First Interstate Bank
INCREASED
Shares111,056 from 106,385
Change+4,671 (+4%)
Value$2.6M (-$100.0K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares101,476 from 76,456
Change+25,020 (+33%)
Value$2.4M (+$436.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares101,147 from 56,835
Change+44,312 (+78%)
Value$2.4M (+$928.0K)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares97,614 from 42,425
Change+55,189 (+130%)
Value$2.3M (+$1.3M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares97,614 from 42,425
Change+55,189 (+130%)
Value$2.3M (+$1.3M)
Filed 2026-10-20
Thrive Wealth Management, LLC
INCREASED
Shares92,812 from 71,160
Change+21,652 (+30%)
Value$2.2M (+$368.0K)
Filed 2026-10-13
Wealth Management Resources, Inc.
INCREASED
Shares90,512 from 83,045
Change+7,467 (+9%)
Value$2.1M (+$11.7K)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares89,627 from 49,303
Change+40,324 (+82%)
Value$2.1M (+$849.3K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares89,614 from 92,245
Change-2,631 (-3%)
Value$2.1K (-$2.3M)
Filed 2026-10-26
APS Management Group, Inc.
INCREASED
Shares79,532 from 72,483
Change+7,049 (+10%)
Value$1.9M (+$22.6K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares79,394 from 81,774
Change-2,380 (-3%)
Value$1.9M (-$216.9K)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares79,346 from 80,513
Change-1,167 (-1%)
Value$1.9M (-$186.0K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares77,315 from 92,269
Change-14,954 (-16%)
Value$1.8M (-$532.7K)
Filed 2026-10-28
Entrewealth, LLC
DECREASED
Shares73,845 from 78,530
Change-4,685 (-6%)
Value$1.7M (-$219.9K)
Filed 2026-10-14
Prentice Wealth Management LLC
DECREASED
Shares73,705 from 105,502
Change-31,797 (-30%)
Value$1.7M (-$954.1K)
Filed 2026-10-20
Traveka Wealth, LLC
UNCHANGED
Shares68,076 from 68,076
Change0 (0%)
Value$1.6M (-$134.1K)
Filed 2026-10-19
QP Wealth Management, LLC
INCREASED
Shares67,604 from 66,625
Change+979 (+1%)
Value$1.6M (-$108.3K)
Filed 2026-10-20
Manske Wealth Management
INCREASED
Shares65,700 from 65,583
Change+117 (+0%)
Value$1.5M (-$126.4K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares64,027 from 47,178
Change+16,849 (+36%)
Value$1.5M (+$295.2K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares63,618 from 77,040
Change-13,422 (-17%)
Value$1.5K (-$2.0M)
Filed 2026-11-02
Artesa Financial Group, LLC
INCREASED
Shares61,155 from 58,750
Change+2,405 (+4%)
Value$1.4M (-$59.3K)
Filed 2026-10-29
Keybank National Association
INCREASED
Shares55,608 from 35,679
Change+19,929 (+56%)
Value$1.3M (+$397.4K)
Filed 2026-11-04
Diversified Enterprises, LLC
INCREASED
Shares53,483 from 44,836
Change+8,647 (+19%)
Value$1.3M (+$114.6K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares52,832 from 35,344
Change+17,488 (+49%)
Value$1.2M (+$340.8K)
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares51,700 from 51,700
Change0 (0%)
Value$1.2M (-$101.8K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares51,136 from 46,252
Change+4,884 (+11%)
Value$1.2M (+$23.5K)
Filed 2026-11-05
ACT Advisors, Llc.
DECREASED
Shares47,221 from 48,294
Change-1,073 (-2%)
Value$1.1M (-$120.3K)
Filed 2026-10-15
Tennessee Valley Asset Management Partners
DECREASED
Shares46,347 from 77,551
Change-31,204 (-40%)
Value$1.1M (-$885.1K)
Filed 2026-11-03
Signature Wealth Management Partners, LLC
DECREASED
Shares46,049 from 48,536
Change-2,487 (-5%)
Value$1.1M (-$154.0K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares45,786 from 49,672
Change-3,886 (-8%)
Value$1.1M (-$189.1K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares44,707 from 41,565
Change+3,142 (+8%)
Value$1.0M (-$8.1K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares44,432 from 56,770
Change-12,338 (-22%)
Value$1.0M (-$401.4K)
Filed 2026-11-04
K2 Financial Inc.
INCREASED
Shares40,719 from 33,859
Change+6,860 (+20%)
Value$952.0K (+$93.7K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares38,400 from 18,693
Change+19,707 (+105%)
Value$901.2K (+$425.7K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares38,220 from 23,042
Change+15,178 (+66%)
Value$897.0K (+$310.8K)
Filed 2026-10-15
Joel Adams & Associates, Inc.
INCREASED
Shares36,630 from 30,785
Change+5,845 (+19%)
Value$859.7K (+$76.5K)
Filed 2026-11-02
Droms Strauss Advisors Inc
DECREASED
Shares36,485 from 39,706
Change-3,221 (-8%)
Value$856.3K (-$153.8K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares36,399 from 18,660
Change+17,739 (+95%)
Value$854.3K (+$391.5K)
Filed 2026-10-13
Regatta Capital Group, LLC
UNCHANGED
Shares35,548 from 35,548
Change0 (0%)
Value$834.3K (-$70.0K)
Filed 2026-10-23
Rainier Family Wealth Inc
DECREASED
Shares35,293 from 37,388
Change-2,095 (-6%)
Value$828.3K (-$122.8K)
Filed 2026-11-02
Physician Wealth Solutions Inc.
NEW
Shares34,900
Change+34,900
Value$819.1K
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares34,739 from 35,609
Change-870 (-2%)
Value$815.3K (-$90.6K)
Filed 2026-10-16
1900 Wealth Management LLC
DECREASED
Shares34,734 from 34,775
Change-41 (0%)
Value$815.2K (-$69.5K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares34,040 from 19,195
Change+14,845 (+77%)
Value$798.9K (+$310.6K)
Filed 2026-11-03
Riversedge Advisors, LLC
DECREASED
Shares32,069 from 32,598
Change-529 (-2%)
Value$752.6K (-$76.6K)
Filed 2026-10-09
SevenBridge Financial Group, LLC
DECREASED
Shares30,939 from 32,795
Change-1,856 (-6%)
Value$727.4K (-$91.8K)
Filed 2026-10-26
Bison Wealth, LLC
INCREASED
Shares30,873 from 27,152
Change+3,721 (+14%)
Value$721.8K (+$33.5K)
Filed 2026-10-13
Legacy Financial Strategies, LLC
DECREASED
Shares30,856 from 35,136
Change-4,280 (-12%)
Value$724.2K (-$169.7K)
Filed 2026-10-15
SimpliFi, Inc.
INCREASED
Shares30,822 from 30,468
Change+354 (+1%)
Value$723.4K (-$51.7K)
Filed 2026-10-28
Principal Financial Group Inc
DECREASED
Shares30,782 from 56,782
Change-26,000 (-46%)
Value$722.5K (-$722.1K)
Filed 2026-11-02
Brown Wealth Management, LLC
INCREASED
Shares30,758 from 29,854
Change+904 (+3%)
Value$721.9K (-$37.6K)
Filed 2026-10-20
Rede Wealth, LLC
DECREASED
Shares30,569 from 32,507
Change-1,938 (-6%)
Value$717.4K (-$109.5K)
Filed 2026-10-22
American Financial & TAX Strategies Inc
INCREASED
Shares30,253 from 29,856
Change+397 (+1%)
Value$710.0K (-$49.5K)
Filed 2026-10-16
FC Advisory LLC
DECREASED
Shares29,975 from 53,466
Change-23,491 (-44%)
Value$703.5K (-$656.7K)
Filed 2026-10-05
Sagespring Wealth Partners, LLC
DECREASED
Shares29,554 from 54,284
Change-24,730 (-46%)
Value$693.6K (-$687.4K)
Filed 2026-10-22
FAI Advisors, Inc.
INCREASED
Shares29,269 from 22,509
Change+6,760 (+30%)
Value$686.9K (+$114.3K)
Filed 2026-10-27
Insight Wealth Strategies, LLC
INCREASED
Shares29,161 from 28,978
Change+183 (+1%)
Value$684.4K (-$49.3K)
Filed 2026-10-09
Howard Capital Management, LLC
DECREASED
Shares28,880 from 28,918
Change-38 (0%)
Value$677.8K (-$57.9K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares28,447 from 28,448
Change-1 (0%)
Value$667.7K (-$56.1K)
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED
Shares27,928 from 20,504
Change+7,424 (+36%)
Value$655.5K (+$133.8K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares27,608 from 16,005
Change+11,603 (+73%)
Value$647.9K (+$240.8K)
Filed 2026-10-23
Saxon Interests, Inc.
INCREASED
Shares27,508 from 23,305
Change+4,203 (+18%)
Value$645.6K (+$52.7K)
Filed 2026-10-26
Kuhn & Co Investment Counsel
INCREASED
Shares27,409 from 26,871
Change+538 (+2%)
Value$643.3K (-$40.3K)
Filed 2026-10-29
James J. Burns & Company, LLC
INCREASED
Shares26,679 from 26,493
Change+186 (+1%)
Value$626.2K (-$47.8K)
Filed 2026-10-22
Clark Asset Management, LLC
UNCHANGED
Shares26,599 from 26,599
Change0 (0%)
Value$624.3K (-$52.4K)
Filed 2026-10-19
Naples Global Advisors, LLC
UNCHANGED
Shares26,478 from 26,478
Change0 (0%)
Value$621.4K (-$52.2K)
Filed 2026-11-05
Syverson Strege & Co
DECREASED
Shares25,585 from 25,736
Change-151 (-1%)
Value$600.5K (-$54.2K)
Filed 2026-11-02
Kraematon Investment Advisors, Inc
INCREASED
Shares24,978 from 24,928
Change+50 (+0%)
Value$586.2K (-$47.9K)
Filed 2026-11-02
Kwmg, LLC
DECREASED
Shares24,861 from 46,717
Change-21,856 (-47%)
Value$583.5K (-$605.0K)
Filed 2026-10-07
Tenzing Financial LLC
DECREASED
Shares24,645 from 25,399
Change-754 (-3%)
Value$580.6K (-$63.2K)
Filed 2026-11-03
Private Client Services, LLC
INCREASED
Shares23,883 from 21,742
Change+2,141 (+10%)
Value$560.5K (+$7.4K)
Filed 2026-10-02
ShoreHaven Wealth Partners, LLC
INCREASED
Shares23,382 from 11,752
Change+11,630 (+99%)
Value$548.8K (+$249.8K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares23,208 from 21,713
Change+1,495 (+7%)
Value$544.7K (-$7.7K)
Filed 2026-10-19
1834 Investment Advisors Co
INCREASED
Shares22,733 from 21,622
Change+1,111 (+5%)
Value$533.5K (-$16.5K)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares22,710 from 21,710
Change+1,000 (+5%)
Value$533.0K (-$19.3K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares22,347 from 22,264
Change+83 (+0%)
Value$524.5K (-$41.9K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares21,820 from 22,346
Change-526 (-2%)
Value$512.1K (-$56.4K)
Filed 2026-10-29
HB Wealth Management, LLC
UNCHANGED
Shares21,667 from 21,667
Change0 (0%)
Value$508.5K (-$42.7K)
Filed 2026-10-23
Confluence Investment Management LLC
INCREASED
Shares21,363 from 12,314
Change+9,049 (+73%)
Value$501.4K (+$188.1K)
Filed 2026-10-01
Sowell Financial Services LLC
INCREASED
Shares20,898 from 19,828
Change+1,070 (+5%)
Value$490.5K (-$13.9K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares20,324 from 19,498
Change+826 (+4%)
Value$477.0K (-$19.0K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED
Shares19,273 from 23,964
Change-4,691 (-20%)
Value$452.3K (-$157.3K)
Filed 2026-11-04
Breakwater Capital Group
DECREASED
Shares19,267 from 57,037
Change-37,770 (-66%)
Value$452.2K (-$998.8K)
Filed 2026-10-09
Blueprint Investment Partners LLC
INCREASED
Shares18,983 from 10,293
Change+8,690 (+84%)
Value$445.5K (+$183.7K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares18,781 from 17,364
Change+1,417 (+8%)
Value$440.8K (-$950)
Filed 2026-10-19
Xcel Wealth Management, LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$422.5K (-$35.5K)
Filed 2026-10-26
Diversified Portfolios, Inc.
DECREASED
Shares17,869 from 114,124
Change-96,255 (-84%)
Value$419.4K (-$2.5M)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
DECREASED
Shares17,821 from 24,940
Change-7,119 (-29%)
Value$425.7K (-$208.7K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares17,332 from 20,176
Change-2,844 (-14%)
Value$406.8K (-$106.5K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED
Shares17,075 from 17,075
Change0 (0%)
Value$400.8K (-$33.6K)
Filed 2026-10-08
McAdam, LLC
DECREASED
Shares17,044 from 33,962
Change-16,918 (-50%)
Value$400.0K (-$464.0K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares16,583 from 14,654
Change+1,929 (+13%)
Value$389.2K (+$16.4K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
INCREASED
Shares16,563 from 13,445
Change+3,118 (+23%)
Value$388.7K (+$46.7K)
Filed 2026-10-23
Symmetry Partners, LLC
INCREASED
Shares16,473 from 15,465
Change+1,008 (+7%)
Value$386.6K (-$6.8K)
Filed 2026-10-27
BCS Wealth Management
INCREASED
Shares16,342 from 16,321
Change+21 (+0%)
Value$383.5K (-$31.7K)
Filed 2026-11-03
Shotwell Rutter Baer Inc
DECREASED
Shares16,336 from 17,040
Change-704 (-4%)
Value$383.4K (-$50.1K)
Filed 2026-10-14
Elyxium Wealth, LLC
DECREASED
Shares16,038 from 25,940
Change-9,902 (-38%)
Value$376.4K (-$283.5K)
Filed 2026-10-27
HCR Wealth Advisors
INCREASED
Shares15,550 from 14,050
Change+1,500 (+11%)
Value$365.0K (+$7.5K)
Filed 2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED
Shares15,461 from 15,461
Change0 (0%)
Value$362.9K (-$27.1K)
Filed 2026-10-22
Platform Technology Partners
UNCHANGED
Shares15,282 from 15,282
Change0 (0%)
Value$358.7K (-$30.1K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
UNCHANGED
Shares15,064 from 15,064
Change0 (0%)
Value$353.6K (-$29.7K)
Filed 2026-10-29
Stablepoint Partners, LLC
DECREASED
Shares15,010 from 17,327
Change-2,317 (-13%)
Value$352.3K (-$88.5K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$352.1K (-$29.6K)
Filed 2026-11-03
BAR Harbor Wealth Management
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$352.1K (-$29.6K)
Filed 2026-10-21
RFG Advisory, LLC
NEW
Shares14,798
Change+14,798
Value$347.3K
Filed 2026-11-03
TCP Asset Management, LLC
UNCHANGED
Shares14,705 from 14,705
Change0 (0%)
Value$340.9K (-$33.2K)
Filed 2026-10-14
Weitzel Financial Services, Inc.
INCREASED
Shares14,368 from 14,349
Change+19 (+0%)
Value$335.4K (-$28.7K)
Filed 2026-10-16
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares13,879 from 13,411
Change+468 (+3%)
Value$325.7K (-$15.4K)
Filed 2026-11-04
XY Planning Network, Inc.
DECREASED
Shares13,874 from 16,933
Change-3,059 (-18%)
Value$325.6K (-$105.2K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares13,691 from 13,608
Change+83 (+1%)
Value$321.3K (-$24.9K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares13,632 from 12,943
Change+689 (+5%)
Value$319.9K (-$9.3K)
Filed 2026-11-03
Tenet Wealth Partners, LLC
DECREASED
Shares13,593 from 16,503
Change-2,910 (-18%)
Value$319.0K (-$93.1K)
Filed 2026-10-19
First Community Trust NA
NEW
Shares13,517
Change+13,517
Value$317.2K
Filed 2026-10-07
StoneX Group Inc.
NEW
Shares13,255
Change+13,255
Value$311.2K
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares12,982 from 21,909
Change-8,927 (-41%)
Value$303.4K (-$254.0K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares12,484 from 8,512
Change+3,972 (+47%)
Value$293.0K (+$76.5K)
Filed 2026-10-19
Mattern Wealth Management LLC
DECREASED
Shares12,461 from 19,537
Change-7,076 (-36%)
Value$292.5K (-$204.6K)
Filed 2026-11-04
Veery Capital, LLC
DECREASED
Shares12,392 from 14,610
Change-2,218 (-15%)
Value$290.9K (-$80.8K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares12,251 from 8,787
Change+3,464 (+39%)
Value$287.5K (+$64.0K)
Filed 2026-11-05
Orba Wealth Advisors, L.L.C.
INCREASED
Shares12,090 from 11,850
Change+240 (+2%)
Value$283.8K (-$17.7K)
Filed 2026-10-23
Vise Technologies, Inc.
DECREASED
Shares12,022 from 13,256
Change-1,234 (-9%)
Value$282.2K (-$55.1K)
Filed 2026-10-29
Latitude Advisors, LLC
INCREASED
Shares11,938 from 11,852
Change+86 (+1%)
Value$280.2K (-$21.3K)
Filed 2026-10-27
Gutierrez Wealth Advisory, LLC
NEW
Shares11,933
Change+11,933
Value$280.1K
Filed 2026-11-02
Accredited Investor Services, LLC
INCREASED
Shares11,564 from 8,960
Change+2,604 (+29%)
Value$271.4K (+$43.5K)
Filed 2026-10-22
Stewardship Advisors, LLC
NEW
Shares11,546
Change+11,546
Value$271.0K
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares11,526 from 30,632
Change-19,106 (-62%)
Value$270.5K (-$508.8K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares10,989 from 10,746
Change+243 (+2%)
Value$257.9K (-$15.5K)
Filed 2026-11-05
KW Wealth Management LLC
NEW
Shares10,800
Change+10,800
Value$253.5K
Filed 2026-10-28
Traphagen Investment Advisors LLC
DECREASED
Shares10,787 from 11,679
Change-892 (-8%)
Value$253.2K (-$43.9K)
Filed 2026-10-14
Verus Financial Partners, Inc.
NEW
Shares10,561
Change+10,561
Value$247.9K
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares10,413
Change+10,413
Value$264.9K
Filed 2026-10-29
Weaver Consulting Group
DECREASED
Shares10,228 from 14,978
Change-4,750 (-32%)
Value$240.0K (-$141.0K)
Filed 2026-10-07
PFG Advisors
UNCHANGED
Shares10,157 from 10,157
Change0 (0%)
Value$238.4K (-$20.0K)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares10,135 from 10,228
Change-93 (-1%)
Value$237.9K (-$22.3K)
Filed 2026-10-09
Sincerus Advisory, LLC
DECREASED
Shares10,110 from 10,478
Change-368 (-4%)
Value$237.3K (-$29.3K)
Filed 2026-10-09
Destiny Wealth Partners, LLC
NEW
Shares9,776
Change+9,776
Value$233.7K
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares9,664 from 8,672
Change+992 (+11%)
Value$226.8K (+$6.2K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
UNCHANGED
Shares9,495 from 9,495
Change0 (0%)
Value$222.8K (-$18.7K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED
Shares9,427 from 9,427
Change0 (0%)
Value$221.3K (-$18.6K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares9,363
Change+9,363
Value$219.8K
Filed 2026-11-03
MGO One Seven LLC
NEW
Shares9,137
Change+9,137
Value$214.4K
Filed 2026-10-28
Cypress Financial Planning LLC
NEW
Shares8,641
Change+8,641
Value$202.8K
Filed 2026-10-09
RMG Wealth Management LLC
NEW
Shares8,544
Change+8,544
Value$203.3K
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares8,535 from 10,535
Change-2,000 (-19%)
Value$200.3K (-$67.7K)
Filed 2026-10-26
Concord Wealth Partners
INCREASED
Shares7,363 from 7,278
Change+85 (+1%)
Value$172.8K (-$12.4K)
Filed 2026-11-02
Blueline Advisors LLC
INCREASED
Shares6,620 from 6,503
Change+117 (+2%)
Value$155.4K (-$10.1K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares4,439 from 4,439
Change0 (0%)
Value$104.2K (-$8.7K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares4,169
Change+4,169
Value$97.8K
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares3,910 from 3,910
Change0 (0%)
Value$91.8K (-$7.7K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares3,852 from 3,918
Change-66 (-2%)
Value$90.4K (-$9.3K)
Filed 2026-11-03
Clean Yield Group
UNCHANGED
Shares3,593 from 3,593
Change0 (0%)
Value$84.3K (-$7.1K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares3,327 from 20,646
Change-17,319 (-84%)
Value$78.1K (-$447.1K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,263 from 3,665
Change-402 (-11%)
Value$76.6K (-$16.7K)
Filed 2026-11-03
Trust Co
INCREASED
Shares2,943 from 1,412
Change+1,531 (+108%)
Value$69.1K (+$33.2K)
Filed 2026-10-09
Pathway Financial Advisers, LLC
NEW
Shares2,855
Change+2,855
Value$67.0K
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares2,720
Change+2,720
Value$63.8K
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares2,691 from 3,623
Change-932 (-26%)
Value$63.2K (-$29.0K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares2,300
Change+2,300
Value$54.0K
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares1,721 from 20,806
Change-19,085 (-92%)
Value$40.4K (-$488.9K)
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$33.4K (-$2.8K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares1,350 from 100
Change+1,250 (+1250%)
Value$31.7K (+$29.1K)
Filed 2026-11-04
Friedenthal Financial
DECREASED
Shares1,246 from 1,394
Change-148 (-11%)
Value$29.2K (-$6.2K)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$28.3K (-$2.4K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares1,112 from 1,829
Change-717 (-39%)
Value$26.1K (-$20.4K)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
NEW
Shares1,097
Change+1,097
Value$26
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares1,060 from 1,048
Change+12 (+1%)
Value$24.9K (-$1.8K)
Filed 2026-11-02
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$23.5K (-$2.0K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$23.5K (-$2.0K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$22.8K (-$1.9K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares922 from 912
Change+10 (+1%)
Value$22 (-$1)
Filed 2026-10-02
Key FInancial Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$21.1K (-$1.8K)
Filed 2026-11-02
Horizon Financial Services, LLC
DECREASED
Shares789 from 830
Change-41 (-5%)
Value$18.5K (-$2.6K)
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares680 from 677
Change+3 (+0%)
Value$16.0K (-$1.3K)
Filed 2026-10-30
Signature Equity Partners, LLC
DECREASED
Shares645 from 3,205
Change-2,560 (-80%)
Value$15.1K (-$66.4K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares561
Change+561
Value$13.2K
Filed 2026-10-30
Edgemoor Investment Advisors, Inc.
NEW
Shares500
Change+500
Value$11.7K
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED
Shares411 from 451
Change-40 (-9%)
Value$9.6K (-$1.8K)
Filed 2026-10-30
Abound Wealth Management
NEW
Shares388
Change+388
Value$9.1K
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$8.6K (-$719)
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$7.5K (-$592)
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$5.6K (-$473)
Filed 2026-10-28
Nvwm, LLC
INCREASED
Shares205 from 162
Change+43 (+27%)
Value$4.8K (+$691)
Filed 2026-10-14
Bayban
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$4.7K ($0)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$4.1K (-$341)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares142 from 373
Change-231 (-62%)
Value$3.3K (-$6.2K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares137 from 1,366
Change-1,229 (-90%)
Value$3.2K (-$31.5K)
Filed 2026-10-30
Aspect Partners, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$2.9K (-$245)
Filed 2026-10-20
Spurstone Advisory Services, LLC
INCREASED
Shares94 from 85
Change+9 (+11%)
Value$2.2K (+$50)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
DECREASED
Shares84 from 173
Change-89 (-51%)
Value$2.0K (-$2.4K)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares84 from 83
Change+1 (+1%)
Value$2.0K (-$141)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$1.7K (-$140)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$1.4K (-$120)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$470 (-$39)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
NEW
Shares18
Change+18
Value$423
Filed 2026-10-27
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 848,826
Change-848,826 (-100%)
Value$0 (-$21.6M)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 337,256
Change-337,256 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 274,426
Change-274,426 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-28
MY Wealth Management Inc.
CLOSED
Shares0 from 188,531
Change-188,531 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-21
AJ Advisors, LLC
CLOSED
Shares0 from 119,670
Change-119,670 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
Financial Partners Group, Inc
CLOSED
Shares0 from 115,678
Change-115,678 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 24,603
Change-24,603 (-100%)
Value$0 (-$625.9K)
Filed 2026-11-05
Boyum Wealth Architects LLC
CLOSED
Shares0 from 13,005
Change-13,005 (-100%)
Value$0 (-$328.0K)
Filed 2026-10-06
Horizon Wealth Management, LLC
CLOSED
Shares0 from 12,894
Change-12,894 (-100%)
Value$0 (-$328.0K)
Filed 2026-11-02
Cabana LLC
CLOSED
Shares0 from 11,668
Change-11,668 (-100%)
Value$0 (-$296.9K)
Filed 2026-11-04
Triad Wealth Partners, LLC
CLOSED
Shares0 from 9,860
Change-9,860 (-100%)
Value$0 (-$244.4K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 9,462
Change-9,462 (-100%)
Value$0 (-$240.7K)
Filed 2026-11-04
BXM Wealth LLC
CLOSED
Shares0 from 8,578
Change-8,578 (-100%)
Value$0 (-$218.2K)
Filed 2026-11-03
Financial Insights, Inc.
CLOSED
Shares0 from 8,479
Change-8,479 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-27
Everhart Financial Group, Inc.
CLOSED
Shares0 from 8,359
Change-8,359 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-08
Avior Wealth Management, LLC
CLOSED
Shares0 from 8,210
Change-8,210 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,530
Change-4,530 (-100%)
Value$0 (-$114.7K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,298
Change-3,298 (-100%)
Value$0 (-$83.9K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,105
Change-1,105 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$11.8K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-16
Cullen T Bankers, Inc.
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-28
Bell Investment Advisors, Inc
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 7,382,633
Change-7,382,633 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,665,742
Change-6,665,742 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,651,840
Change-6,651,840 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,207,536
Change-6,207,536 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,132,087
Change-5,132,087 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,987,711
Change-4,987,711 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,643,495
Change-4,643,495 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,522,574
Change-3,522,574 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 1,833,609
Change-1,833,609 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,624,232
Change-1,624,232 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,489,159
Change-1,489,159 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,217,294
Change-1,217,294 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,175,515
Change-1,175,515 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,140,316
Change-1,140,316 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 812,251
Change-812,251 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 578,550
Change-578,550 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 566,641
Change-566,641 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 563,102
Change-563,102 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 517,732
Change-517,732 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 517,017
Change-517,017 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 492,206
Change-492,206 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 446,136
Change-446,136 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 338,318
Change-338,318 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 330,291
Change-330,291 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 315,868
Change-315,868 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 313,162
Change-313,162 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 310,809
Change-310,809 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 297,113
Change-297,113 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 290,252
Change-290,252 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 287,712
Change-287,712 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 278,045
Change-278,045 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 256,304
Change-256,304 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 253,585
Change-253,585 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 249,161
Change-249,161 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 247,742
Change-247,742 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 243,026
Change-243,026 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 210,755
Change-210,755 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 197,537
Change-197,537 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 194,548
Change-194,548 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 172,780
Change-172,780 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 151,803
Change-151,803 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 144,023
Change-144,023 (-100%)
Value—
&partners
N/A
Shares— from 128,626
Change-128,626 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 127,563
Change-127,563 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 127,558
Change-127,558 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 121,185
Change-121,185 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 117,420
Change-117,420 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 110,611
Change-110,611 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 101,951
Change-101,951 (-100%)
Value—
Blair William & Co
N/A
Shares— from 95,682
Change-95,682 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 95,118
Change-95,118 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 91,245
Change-91,245 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 88,576
Change-88,576 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 88,058
Change-88,058 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 83,262
Change-83,262 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 80,474
Change-80,474 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 79,136
Change-79,136 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 78,983
Change-78,983 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 76,422
Change-76,422 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 71,486
Change-71,486 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 65,510
Change-65,510 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 64,728
Change-64,728 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 64,618
Change-64,618 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 63,610
Change-63,610 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 61,729
Change-61,729 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 60,748
Change-60,748 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 59,607
Change-59,607 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 58,684
Change-58,684 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 57,464
Change-57,464 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 52,520
Change-52,520 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 52,011
Change-52,011 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 51,975
Change-51,975 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 50,299
Change-50,299 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 48,726
Change-48,726 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 47,347
Change-47,347 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 46,251
Change-46,251 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,473
Change-45,473 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 44,210
Change-44,210 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,557
Change-42,557 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,987
Change-39,987 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 36,530
Change-36,530 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,838
Change-34,838 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 34,287
Change-34,287 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 34,083
Change-34,083 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 33,611
Change-33,611 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 33,415
Change-33,415 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 32,876
Change-32,876 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,786
Change-31,786 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 30,564
Change-30,564 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,170
Change-28,170 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,529
Change-26,529 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 26,438
Change-26,438 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 26,256
Change-26,256 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,077
Change-26,077 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,057
Change-26,057 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 25,950
Change-25,950 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 25,761
Change-25,761 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 24,896
Change-24,896 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 24,267
Change-24,267 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 23,886
Change-23,886 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,789
Change-23,789 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 23,598
Change-23,598 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,584
Change-23,584 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 23,340
Change-23,340 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,827
Change-20,827 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 20,445
Change-20,445 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,385
Change-20,385 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,175
Change-19,175 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 18,682
Change-18,682 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 18,287
Change-18,287 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,152
Change-18,152 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 17,319
Change-17,319 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 16,710
Change-16,710 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,394
Change-16,394 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 14,791
Change-14,791 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 14,051
Change-14,051 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,717
Change-13,717 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 13,713
Change-13,713 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 13,475
Change-13,475 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 12,692
Change-12,692 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 12,539
Change-12,539 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,222
Change-12,222 (-100%)
Value—
Invst, LLC
N/A
Shares— from 11,944
Change-11,944 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,293
Change-11,293 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 11,196
Change-11,196 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,006
Change-11,006 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 10,835
Change-10,835 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,817
Change-10,817 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 9,823
Change-9,823 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,184
Change-9,184 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 9,012
Change-9,012 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,653
Change-8,653 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,477
Change-8,477 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 8,148
Change-8,148 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 708
Change-708 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Avantax Planning Partners, Inc.
INCREASED2,726,5821,646,129+1,080,453+66%$41.9M$64.0M+$22.1M2026-11-03
Bank of New York Mellon Corp
INCREASED1,838,6491,603,453+235,196+15%$40.8M$43.2M+$2.4M2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED1,821,2461,678,899+142,347+8%$42.7M$42.7M+$33.4K2026-10-14
Trust Point Inc.
INCREASED936,90865,995+870,913+1320%$1.7M$22.0M+$20.3M2026-10-27
Revolve Wealth Partners, LLC
DECREASED845,7961,137,661-291,865-26%$28.9M$19.9M-$9.1M2026-10-23
Farther Finance Advisors, LLC
INCREASED778,257727,550+50,707+7%$18.5M$18.3M-$243.9K2026-10-08
Tradewinds Capital Management, LLC
DECREASED567,241992,182-424,941-43%$25.2M$13.3M-$11.9M2026-10-23
Truist Financial Corp
DECREASED398,723459,750-61,027-13%$11.7M$9.4M-$2.3M2026-10-30
Capital Asset Advisory Services LLC
INCREASED398,582370,616+27,966+8%$9.4M$9.5M+$65.8K2026-10-30
Old National Bancorp
INCREASED375,292354,391+20,901+6%$9.0M$8.8M-$207.6K2026-10-20
Syntegra Private Wealth Group, LLC
DECREASED372,035374,419-2,384-1%$9.5M$8.7M-$793.6K2026-10-13
Brady Martz Wealth Solutions, LLC
DECREASED371,772400,105-28,333-7%$10.2M$8.7M-$1.5M2026-11-05
Parkside Investments, LLC
DECREASED369,000456,225-87,225-19%$11.6M$8.7M-$2.9M2026-10-20
Heartwood Wealth Advisors LLC
INCREASED360,314357,483+2,831+1%$9.1M$8.5M-$637.8K2026-10-05
Commonwealth Equity Services, LLC
INCREASED357,208320,863+36,345+11%$8.2M$8.4M+$220.9K2026-11-02
Modera Wealth Management, LLC
INCREASED350,197254,007+96,190+38%$6.5M$8.2M+$1.8M2026-10-28
Thrivent Financial for Lutherans
INCREASED312,275262,914+49,361+19%$6.7M$7.3K-$6.7M2026-11-05
Perigon Wealth Management, LLC
DECREASED288,053330,455-42,402-13%$8.4M$6.8M-$1.6M2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED233,535236,639-3,104-1%$6.0M$5.5M-$539.0K2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED224,748231,178-6,430-3%$5.9M$5.3M-$606.3K2026-10-08
CGN Advisors LLC
DECREASED205,861209,254-3,393-2%$5.3M$4.8M-$491.9K2026-10-21
Friday Financial
INCREASED200,59192,427+108,164+117%$2.3M$4.7M+$2.4M2026-10-09
Chemistry Wealth Management LLC
UNCHANGED192,201192,20100%$4.9M$4.5M-$378.6K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED186,772180,093+6,679+4%$4.6M$4.4M-$198.0K2026-10-30
High Net Worth Advisory Group LLC
UNCHANGED184,350184,35000%$4.7M$4.3M-$363.2K2026-10-26
Erickson Financial Group, LLC
INCREASED180,133174,515+5,618+3%$4.4M$4.2M-$211.9K2026-11-05
Aspiriant, LLC
INCREASED180,10811,777+168,331+1429%$299.6K$4.2M+$3.9M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED168,968166,558+2,410+1%$4.2M$3.9M-$273.7K2026-10-13
Washington Trust Bank
INCREASED168,07175,472+92,599+123%$1.9M$3.9M+$2.0M2026-11-03
Wedmont Private Capital
INCREASED164,01084,780+79,230+93%$2.1M$3.8M+$1.7M2026-10-09
Stackstone Wealth, LLC
NEW159,446—+159,446——$3.7M—2026-10-19
SigFig Wealth Management, LLC
INCREASED137,380109,265+28,115+26%$2.8M$3.2M+$442.4K2026-10-07
Kestra Advisory Services, LLC
DECREASED134,847146,551-11,704-8%$3.7M$3.2M-$563.4K2026-11-02
Melone Private Wealth, LLC
INCREASED125,673120,582+5,091+4%$3.1M$2.9M-$118.1K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED125,428125,683-2550%$3.2M$2.9M-$253.6K2026-10-20
Missouri Trust & Investment Co
INCREASED119,855114,330+5,525+5%$2.8M$2.8M-$32.7K2026-11-04
Harbor Group, Inc.
DECREASED114,575117,607-3,032-3%$3.0M$2.7M-$302.9K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED114,23895,834+18,404+19%$2.4M$2.7M+$243.2K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED112,484101,813+10,671+10%$2.6M$2.6M+$49.9K2026-10-21
Willis Johnson Wealth, Inc.
NEW112,406—+112,406——$2.6M—2026-11-03
First Interstate Bank
INCREASED111,056106,385+4,671+4%$2.7M$2.6M-$100.0K2026-10-23
Creative Planning
INCREASED101,47676,456+25,020+33%$1.9M$2.4M+$436.6K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED101,14756,835+44,312+78%$1.4M$2.4M+$928.0K2026-10-16
Diversify Wealth Management, LLC
INCREASED97,61442,425+55,189+130%$1.1M$2.3M+$1.3M2026-10-20
Diversify Advisory Services, LLC
INCREASED97,61442,425+55,189+130%$1.1M$2.3M+$1.3M2026-10-20
Thrive Wealth Management, LLC
INCREASED92,81271,160+21,652+30%$1.8M$2.2M+$368.0K2026-10-13
Wealth Management Resources, Inc.
INCREASED90,51283,045+7,467+9%$2.1M$2.1M+$11.7K2026-10-21
Compound Planning, Inc.
INCREASED89,62749,303+40,324+82%$1.3M$2.1M+$849.3K2026-11-05
Park Avenue Securities LLC
DECREASED89,61492,245-2,631-3%$2.3M$2.1K-$2.3M2026-10-26
APS Management Group, Inc.
INCREASED79,53272,483+7,049+10%$1.8M$1.9M+$22.6K2026-10-14
Heritage Wealth Management, Inc.
DECREASED79,39481,774-2,380-3%$2.1M$1.9M-$216.9K2026-10-27
Mather Group, Llc.
DECREASED79,34680,513-1,167-1%$2.0M$1.9M-$186.0K2026-10-14
Aprio Wealth Management, LLC
DECREASED77,31592,269-14,954-16%$2.3M$1.8M-$532.7K2026-10-28
Entrewealth, LLC
DECREASED73,84578,530-4,685-6%$2.0M$1.7M-$219.9K2026-10-14
Prentice Wealth Management LLC
DECREASED73,705105,502-31,797-30%$2.7M$1.7M-$954.1K2026-10-20
Traveka Wealth, LLC
UNCHANGED68,07668,07600%$1.7M$1.6M-$134.1K2026-10-19
QP Wealth Management, LLC
INCREASED67,60466,625+979+1%$1.7M$1.6M-$108.3K2026-10-20
Manske Wealth Management
INCREASED65,70065,583+117+0%$1.7M$1.5M-$126.4K2026-10-26
Apella Capital, LLC
INCREASED64,02747,178+16,849+36%$1.2M$1.5M+$295.2K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED63,61877,040-13,422-17%$2.0M$1.5K-$2.0M2026-11-02
Artesa Financial Group, LLC
INCREASED61,15558,750+2,405+4%$1.5M$1.4M-$59.3K2026-10-29
Keybank National Association
INCREASED55,60835,679+19,929+56%$907.7K$1.3M+$397.4K2026-11-04
Diversified Enterprises, LLC
INCREASED53,48344,836+8,647+19%$1.1M$1.3M+$114.6K2026-10-19
Csenge Advisory Group
INCREASED52,83235,344+17,488+49%$899.1K$1.2M+$340.8K2026-11-04
First Horizon Corp
UNCHANGED51,70051,70000%$1.3M$1.2M-$101.8K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED51,13646,252+4,884+11%$1.2M$1.2M+$23.5K2026-11-05
ACT Advisors, Llc.
DECREASED47,22148,294-1,073-2%$1.2M$1.1M-$120.3K2026-10-15
Tennessee Valley Asset Management Partners
DECREASED46,34777,551-31,204-40%$2.0M$1.1M-$885.1K2026-11-03
Signature Wealth Management Partners, LLC
DECREASED46,04948,536-2,487-5%$1.2M$1.1M-$154.0K2026-10-21
Apollon Wealth Management, LLC
DECREASED45,78649,672-3,886-8%$1.3M$1.1M-$189.1K2026-10-23
Private Trust Co NA
INCREASED44,70741,565+3,142+8%$1.1M$1.0M-$8.1K2026-10-20
Lido Advisors, LLC
DECREASED44,43256,770-12,338-22%$1.4M$1.0M-$401.4K2026-11-04
K2 Financial Inc.
INCREASED40,71933,859+6,860+20%$858.3K$952.0K+$93.7K2026-10-26
Davenport & Co LLC
INCREASED38,40018,693+19,707+105%$475.6K$901.2K+$425.7K2026-10-14
Atria Investments, Inc
INCREASED38,22023,042+15,178+66%$586.2K$897.0K+$310.8K2026-10-15
Joel Adams & Associates, Inc.
INCREASED36,63030,785+5,845+19%$783.2K$859.7K+$76.5K2026-11-02
Droms Strauss Advisors Inc
DECREASED36,48539,706-3,221-8%$1.0M$856.3K-$153.8K2026-11-03
SAX Wealth Advisors, LLC
INCREASED36,39918,660+17,739+95%$462.8K$854.3K+$391.5K2026-10-13
Regatta Capital Group, LLC
UNCHANGED35,54835,54800%$904.3K$834.3K-$70.0K2026-10-23
Rainier Family Wealth Inc
DECREASED35,29337,388-2,095-6%$951.2K$828.3K-$122.8K2026-11-02
Physician Wealth Solutions Inc.
NEW34,900—+34,900——$819.1K—2026-10-14
IFP Advisors, Inc
DECREASED34,73935,609-870-2%$905.9K$815.3K-$90.6K2026-10-16
1900 Wealth Management LLC
DECREASED34,73434,775-410%$884.7K$815.2K-$69.5K2026-10-13
United Advisor Group, LLC
INCREASED34,04019,195+14,845+77%$488.3K$798.9K+$310.6K2026-11-03
Riversedge Advisors, LLC
DECREASED32,06932,598-529-2%$829.3K$752.6K-$76.6K2026-10-09
SevenBridge Financial Group, LLC
DECREASED30,93932,795-1,856-6%$819.2K$727.4K-$91.8K2026-10-26
Bison Wealth, LLC
INCREASED30,87327,152+3,721+14%$688.3K$721.8K+$33.5K2026-10-13
Legacy Financial Strategies, LLC
DECREASED30,85635,136-4,280-12%$893.9K$724.2K-$169.7K2026-10-15
SimpliFi, Inc.
INCREASED30,82230,468+354+1%$775.1K$723.4K-$51.7K2026-10-28
Principal Financial Group Inc
DECREASED30,78256,782-26,000-46%$1.4M$722.5K-$722.1K2026-11-02
Brown Wealth Management, LLC
INCREASED30,75829,854+904+3%$759.5K$721.9K-$37.6K2026-10-20
Rede Wealth, LLC
DECREASED30,56932,507-1,938-6%$827.0K$717.4K-$109.5K2026-10-22
American Financial & TAX Strategies Inc
INCREASED30,25329,856+397+1%$759.5K$710.0K-$49.5K2026-10-16
FC Advisory LLC
DECREASED29,97553,466-23,491-44%$1.4M$703.5K-$656.7K2026-10-05
Sagespring Wealth Partners, LLC
DECREASED29,55454,284-24,730-46%$1.4M$693.6K-$687.4K2026-10-22
FAI Advisors, Inc.
INCREASED29,26922,509+6,760+30%$572.6K$686.9K+$114.3K2026-10-27
Insight Wealth Strategies, LLC
INCREASED29,16128,978+183+1%$733.7K$684.4K-$49.3K2026-10-09
Howard Capital Management, LLC
DECREASED28,88028,918-380%$735.7K$677.8K-$57.9K2026-10-16
DecisionMap Wealth Management, LLC
DECREASED28,44728,448-10%$723.7K$667.7K-$56.1K2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED27,92820,504+7,424+36%$521.6K$655.5K+$133.8K2026-11-02
Bernardo Wealth Planning LLC
INCREASED27,60816,005+11,603+73%$407.2K$647.9K+$240.8K2026-10-23
Saxon Interests, Inc.
INCREASED27,50823,305+4,203+18%$592.9K$645.6K+$52.7K2026-10-26
Kuhn & Co Investment Counsel
INCREASED27,40926,871+538+2%$683.6K$643.3K-$40.3K2026-10-29
James J. Burns & Company, LLC
INCREASED26,67926,493+186+1%$674.0K$626.2K-$47.8K2026-10-22
Clark Asset Management, LLC
UNCHANGED26,59926,59900%$676.7K$624.3K-$52.4K2026-10-19
Naples Global Advisors, LLC
UNCHANGED26,47826,47800%$673.6K$621.4K-$52.2K2026-11-05
Syverson Strege & Co
DECREASED25,58525,736-151-1%$654.7K$600.5K-$54.2K2026-11-02
Kraematon Investment Advisors, Inc
INCREASED24,97824,928+50+0%$634.2K$586.2K-$47.9K2026-11-02
Kwmg, LLC
DECREASED24,86146,717-21,856-47%$1.2M$583.5K-$605.0K2026-10-07
Tenzing Financial LLC
DECREASED24,64525,399-754-3%$643.9K$580.6K-$63.2K2026-11-03
Private Client Services, LLC
INCREASED23,88321,742+2,141+10%$553.1K$560.5K+$7.4K2026-10-02
ShoreHaven Wealth Partners, LLC
INCREASED23,38211,752+11,630+99%$299.0K$548.8K+$249.8K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED23,20821,713+1,495+7%$552.4K$544.7K-$7.7K2026-10-19
1834 Investment Advisors Co
INCREASED22,73321,622+1,111+5%$550.1K$533.5K-$16.5K2026-10-16
MBL Wealth, LLC
INCREASED22,71021,710+1,000+5%$552.3K$533.0K-$19.3K2026-10-22
Meridian Wealth Management, LLC
INCREASED22,34722,264+83+0%$566.4K$524.5K-$41.9K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED21,82022,346-526-2%$568.5K$512.1K-$56.4K2026-10-29
HB Wealth Management, LLC
UNCHANGED21,66721,66700%$551.2K$508.5K-$42.7K2026-10-23
Confluence Investment Management LLC
INCREASED21,36312,314+9,049+73%$313.3K$501.4K+$188.1K2026-10-01
Sowell Financial Services LLC
INCREASED20,89819,828+1,070+5%$504.4K$490.5K-$13.9K2026-10-23
Fifth Third Bancorp
INCREASED20,32419,498+826+4%$496.0K$477.0K-$19.0K2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED19,27323,964-4,691-20%$609.7K$452.3K-$157.3K2026-11-04
Breakwater Capital Group
DECREASED19,26757,037-37,770-66%$1.5M$452.2K-$998.8K2026-10-09
Blueprint Investment Partners LLC
INCREASED18,98310,293+8,690+84%$261.9K$445.5K+$183.7K2026-10-28
LexAurum Advisors, LLC
INCREASED18,78117,364+1,417+8%$441.7K$440.8K-$9502026-10-19
Xcel Wealth Management, LLC
UNCHANGED18,00018,00000%$457.9K$422.5K-$35.5K2026-10-26
Diversified Portfolios, Inc.
DECREASED17,869114,124-96,255-84%$2.9M$419.4K-$2.5M2026-11-04
Canvas Wealth Advisors, LLC
DECREASED17,82124,940-7,119-29%$634.5K$425.7K-$208.7K2026-11-02
WBH Advisory Inc
DECREASED17,33220,176-2,844-14%$513.3K$406.8K-$106.5K2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED17,07517,07500%$434.4K$400.8K-$33.6K2026-10-08
McAdam, LLC
DECREASED17,04433,962-16,918-50%$864.0K$400.0K-$464.0K2026-10-21
WPG Advisers, LLC
INCREASED16,58314,654+1,929+13%$372.8K$389.2K+$16.4K2026-10-27
Morton Brown Family Wealth, LLC
INCREASED16,56313,445+3,118+23%$342.0K$388.7K+$46.7K2026-10-23
Symmetry Partners, LLC
INCREASED16,47315,465+1,008+7%$393.4K$386.6K-$6.8K2026-10-27
BCS Wealth Management
INCREASED16,34216,321+21+0%$415.2K$383.5K-$31.7K2026-11-03
Shotwell Rutter Baer Inc
DECREASED16,33617,040-704-4%$433.5K$383.4K-$50.1K2026-10-14
Elyxium Wealth, LLC
DECREASED16,03825,940-9,902-38%$659.9K$376.4K-$283.5K2026-10-27
HCR Wealth Advisors
INCREASED15,55014,050+1,500+11%$357.4K$365.0K+$7.5K2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED15,46115,46100%$389.9K$362.9K-$27.1K2026-10-22
Platform Technology Partners
UNCHANGED15,28215,28200%$388.8K$358.7K-$30.1K2026-11-02
Integrity Advisory Solutions, LLC
UNCHANGED15,06415,06400%$383.2K$353.6K-$29.7K2026-10-29
Stablepoint Partners, LLC
DECREASED15,01017,327-2,317-13%$440.8K$352.3K-$88.5K2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED15,00015,00000%$381.6K$352.1K-$29.6K2026-11-03
BAR Harbor Wealth Management
UNCHANGED15,00015,00000%$381.6K$352.1K-$29.6K2026-10-21
RFG Advisory, LLC
NEW14,798—+14,798——$347.3K—2026-11-03
TCP Asset Management, LLC
UNCHANGED14,70514,70500%$374.1K$340.9K-$33.2K2026-10-14
Weitzel Financial Services, Inc.
INCREASED14,36814,349+19+0%$364.1K$335.4K-$28.7K2026-10-16
Global Wealth Management Investment Advisory, Inc.
INCREASED13,87913,411+468+3%$341.2K$325.7K-$15.4K2026-11-04
XY Planning Network, Inc.
DECREASED13,87416,933-3,059-18%$430.8K$325.6K-$105.2K2026-10-14
Capital Investment Advisors, LLC
INCREASED13,69113,608+83+1%$346.2K$321.3K-$24.9K2026-10-22
Brighton Jones LLC
INCREASED13,63212,943+689+5%$329.3K$319.9K-$9.3K2026-11-03
Tenet Wealth Partners, LLC
DECREASED13,59316,503-2,910-18%$412.1K$319.0K-$93.1K2026-10-19
First Community Trust NA
NEW13,517—+13,517——$317.2K—2026-10-07
StoneX Group Inc.
NEW13,255—+13,255——$311.2K—2026-11-03
Able Wealth Management LLC
DECREASED12,98221,909-8,927-41%$557.4K$303.4K-$254.0K2026-10-13
Retirement Planning Group, LLC
INCREASED12,4848,512+3,972+47%$216.5K$293.0K+$76.5K2026-10-19
Mattern Wealth Management LLC
DECREASED12,46119,537-7,076-36%$497.0K$292.5K-$204.6K2026-11-04
Veery Capital, LLC
DECREASED12,39214,610-2,218-15%$371.7K$290.9K-$80.8K2026-10-07
Rossby Financial, LCC
INCREASED12,2518,787+3,464+39%$223.5K$287.5K+$64.0K2026-11-05
Orba Wealth Advisors, L.L.C.
INCREASED12,09011,850+240+2%$301.5K$283.8K-$17.7K2026-10-23
Vise Technologies, Inc.
DECREASED12,02213,256-1,234-9%$337.2K$282.2K-$55.1K2026-10-29
Latitude Advisors, LLC
INCREASED11,93811,852+86+1%$301.5K$280.2K-$21.3K2026-10-27
Gutierrez Wealth Advisory, LLC
NEW11,933—+11,933——$280.1K—2026-11-02
Accredited Investor Services, LLC
INCREASED11,5648,960+2,604+29%$227.9K$271.4K+$43.5K2026-10-22
Stewardship Advisors, LLC
NEW11,546—+11,546——$271.0K—2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED11,52630,632-19,106-62%$779.3K$270.5K-$508.8K2026-10-16
US Bancorp \de\
INCREASED10,98910,746+243+2%$273.4K$257.9K-$15.5K2026-11-05
KW Wealth Management LLC
NEW10,800—+10,800——$253.5K—2026-10-28
Traphagen Investment Advisors LLC
DECREASED10,78711,679-892-8%$297.1K$253.2K-$43.9K2026-10-14
Verus Financial Partners, Inc.
NEW10,561—+10,561——$247.9K—2026-10-29
TSG Advice Partners, LLC
NEW10,413—+10,413——$264.9K—2026-10-29
Weaver Consulting Group
DECREASED10,22814,978-4,750-32%$381.0K$240.0K-$141.0K2026-10-07
PFG Advisors
UNCHANGED10,15710,15700%$258.4K$238.4K-$20.0K2026-10-16
Monument Capital Management
DECREASED10,13510,228-93-1%$260.2K$237.9K-$22.3K2026-10-09
Sincerus Advisory, LLC
DECREASED10,11010,478-368-4%$266.6K$237.3K-$29.3K2026-10-09
Destiny Wealth Partners, LLC
NEW9,776—+9,776——$233.7K—2026-11-05
Citigroup Inc
INCREASED9,6648,672+992+11%$220.6K$226.8K+$6.2K2026-11-04
Fiduciary Financial Group, LLC
UNCHANGED9,4959,49500%$241.6K$222.8K-$18.7K2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED9,4279,42700%$239.8K$221.3K-$18.6K2026-10-29
Ascentis Independent Advisors
NEW9,363—+9,363——$219.8K—2026-11-03
MGO One Seven LLC
NEW9,137—+9,137——$214.4K—2026-10-28
Cypress Financial Planning LLC
NEW8,641—+8,641——$202.8K—2026-10-09
RMG Wealth Management LLC
NEW8,544—+8,544——$203.3K—2026-10-26
Flagship Harbor Advisors, LLC
DECREASED8,53510,535-2,000-19%$268.0K$200.3K-$67.7K2026-10-26
Concord Wealth Partners
INCREASED7,3637,278+85+1%$185.2K$172.8K-$12.4K2026-11-02
Blueline Advisors LLC
INCREASED6,6206,503+117+2%$165.4K$155.4K-$10.1K2026-10-15
Westside Investment Management, Inc.
UNCHANGED4,4394,43900%$112.9K$104.2K-$8.7K2026-11-02
Next Level Wealth Planning, LLC
NEW4,169—+4,169——$97.8K—2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED3,9103,91000%$99.5K$91.8K-$7.7K2026-10-22
Parallel Advisors, LLC
DECREASED3,8523,918-66-2%$99.7K$90.4K-$9.3K2026-11-03
Clean Yield Group
UNCHANGED3,5933,59300%$91.4K$84.3K-$7.1K2026-10-28
Assetmark, Inc
DECREASED3,32720,646-17,319-84%$525.2K$78.1K-$447.1K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED3,2633,665-402-11%$93.2K$76.6K-$16.7K2026-11-03
Trust Co
INCREASED2,9431,412+1,531+108%$35.9K$69.1K+$33.2K2026-10-09
Pathway Financial Advisers, LLC
NEW2,855—+2,855——$67.0K—2026-10-27
Jacobi Capital Management LLC
NEW2,720—+2,720——$63.8K—2026-11-05
Caldwell Trust Co
DECREASED2,6913,623-932-26%$92.2K$63.2K-$29.0K2026-10-30
UMB Private Wealth Management, LLC
NEW2,300—+2,300——$54.0K—2026-10-19
Creative Financial Designs Inc
DECREASED1,72120,806-19,085-92%$529.3K$40.4K-$488.9K2026-11-04
EPG Wealth Management LLC
UNCHANGED1,4211,42100%$36.2K$33.4K-$2.8K2026-11-03
AlphaCore Capital LLC
INCREASED1,350100+1,250+1250%$2.5K$31.7K+$29.1K2026-11-04
Friedenthal Financial
DECREASED1,2461,394-148-11%$35.5K$29.2K-$6.2K2026-10-27
Triumph Capital Management
UNCHANGED1,2071,20700%$30.7K$28.3K-$2.4K2026-10-14
CoreCap Advisors, LLC
DECREASED1,1121,829-717-39%$46.5K$26.1K-$20.4K2026-10-08
Hazlett, Burt & Watson, Inc.
NEW1,097—+1,097——$26—2026-11-04
Golden State Wealth Management, LLC
INCREASED1,0601,048+12+1%$26.7K$24.9K-$1.8K2026-11-02
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,0001,00000%$25.4K$23.5K-$2.0K2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED1,0001,00000%$25.4K$23.5K-$2.0K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED97397300%$24.8K$22.8K-$1.9K2026-10-21
CX Institutional
INCREASED922912+10+1%$23$22-$12026-10-02
Key FInancial Inc
UNCHANGED90090000%$22.9K$21.1K-$1.8K2026-11-02
Horizon Financial Services, LLC
DECREASED789830-41-5%$21.1K$18.5K-$2.6K2026-11-04
Costello Asset Management, Inc
INCREASED680677+3+0%$17.2K$16.0K-$1.3K2026-10-30
Signature Equity Partners, LLC
DECREASED6453,205-2,560-80%$81.5K$15.1K-$66.4K2026-10-29
Provenance Wealth Advisors, LLC
NEW561—+561——$13.2K—2026-10-30
Edgemoor Investment Advisors, Inc.
NEW500—+500——$11.7K—2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED411451-40-9%$11.5K$9.6K-$1.8K2026-10-30
Abound Wealth Management
NEW388—+388——$9.1K—2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED36536500%$9.3K$8.6K-$7192026-10-27
Salomon & Ludwin, LLC
UNCHANGED32032000%$8.1K$7.5K-$5922026-10-29
Evolution Wealth Management Inc.
UNCHANGED24024000%$6.1K$5.6K-$4732026-10-28
Nvwm, LLC
INCREASED205162+43+27%$4.1K$4.8K+$6912026-10-14
Bayban
UNCHANGED18418400%$4.7K$4.7K$02026-11-05
Vima LLC
UNCHANGED17317300%$4.4K$4.1K-$3412026-10-23
Larson Financial Group LLC
DECREASED142373-231-62%$9.5K$3.3K-$6.2K2026-11-05
Spire Wealth Management
DECREASED1371,366-1,229-90%$34.7K$3.2K-$31.5K2026-10-30
Aspect Partners, LLC
UNCHANGED12412400%$3.2K$2.9K-$2452026-10-20
Spurstone Advisory Services, LLC
INCREASED9485+9+11%$2.2K$2.2K+$502026-11-02
Financial Network Wealth Advisors LLC
DECREASED84173-89-51%$4.4K$2.0K-$2.4K2026-10-28
Networth Advisors, LLC
INCREASED8483+1+1%$2.1K$2.0K-$1412026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED717100%$1.8K$1.7K-$1402026-11-05
Parkside Financial Bank & Trust
UNCHANGED616100%$1.6K$1.4K-$1202026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$509$470-$392026-10-23
Cassaday & Co Wealth Management LLC
NEW18—+18——$423—2026-10-27
Ocean Park Asset Management, LLC
CLOSED0848,826-848,826-100%$21.6M$0-$21.6M2026-10-21
Axxcess Wealth Management, LLC
CLOSED0337,256-337,256-100%$8.6M$0-$8.6M2026-10-21
Exchange Traded Concepts, LLC
CLOSED0274,426-274,426-100%$7.0M$0-$7.0M2026-10-28
MY Wealth Management Inc.
CLOSED0188,531-188,531-100%$4.8M$0-$4.8M2026-10-21
AJ Advisors, LLC
CLOSED0119,670-119,670-100%$3.0M$0-$3.0M2026-10-29
Financial Partners Group, Inc
CLOSED0115,678-115,678-100%$2.9M$0-$2.9M2026-10-19
J.W. Cole Advisors, Inc.
CLOSED024,603-24,603-100%$625.9K$0-$625.9K2026-11-05
Boyum Wealth Architects LLC
CLOSED013,005-13,005-100%$328.0K$0-$328.0K2026-10-06
Horizon Wealth Management, LLC
CLOSED012,894-12,894-100%$328.0K$0-$328.0K2026-11-02
Cabana LLC
CLOSED011,668-11,668-100%$296.9K$0-$296.9K2026-11-04
Triad Wealth Partners, LLC
CLOSED09,860-9,860-100%$244.4K$0-$244.4K2026-10-26
Cornerstone Wealth Management, LLC
CLOSED09,462-9,462-100%$240.7K$0-$240.7K2026-11-04
BXM Wealth LLC
CLOSED08,578-8,578-100%$218.2K$0-$218.2K2026-11-03
Financial Insights, Inc.
CLOSED08,479-8,479-100%$215.7K$0-$215.7K2026-10-27
Everhart Financial Group, Inc.
CLOSED08,359-8,359-100%$212.7K$0-$212.7K2026-10-08
Avior Wealth Management, LLC
CLOSED08,210-8,210-100%$208.9K$0-$208.9K2026-10-13
International Assets Investment Management, LLC
CLOSED04,530-4,530-100%$114.7K$0-$114.7K2026-11-02
Gill Capital Partners, LLC
CLOSED03,298-3,298-100%$83.9K$0-$83.9K2026-10-13
AdvisorNet Financial, Inc
CLOSED01,105-1,105-100%$28.1K$0-$28.1K2026-10-15
Trifecta Capital Advisors, LLC
CLOSED0824-824-100%$21.0K$0-$21.0K2026-10-21
Simplex Trading, LLC
CLOSED0463-463-100%$11.8K$0-$11.8K2026-11-04
Cornerstone Planning Group LLC
CLOSED0298-298-100%$7.5K$0-$7.5K2026-10-16
Cullen T Bankers, Inc.
CLOSED0223-223-100%$5.7K$0-$5.7K2026-10-28
Bell Investment Advisors, Inc
CLOSED086-86-100%$2.2K$0-$2.2K2026-10-29
Raymond James Financial Inc
N/A—7,382,633-7,382,633-100%$187.8M———
FMR LLC
N/A—6,665,742-6,665,742-100%$169.6M———
SEI Investments Co
N/A—6,651,840-6,651,840-100%$169.2M———
Wells Fargo & Company
N/A—6,207,536-6,207,536-100%$157.9M———
Bank of America Corp
N/A—5,132,087-5,132,087-100%$130.6M———
Goldman Sachs Group Inc
N/A—4,987,711-4,987,711-100%$126.9M———
Morgan Stanley
N/A—4,643,495-4,643,495-100%$118.1M———
LPL Financial LLC
N/A—3,522,574-3,522,574-100%$89.6M———
WCG Wealth Advisors LLC
N/A—1,833,609-1,833,609-100%$46.6M———
Mercer Global Advisors Inc
N/A—1,624,232-1,624,232-100%$41.3M———
Ameriprise Financial Inc
N/A—1,489,159-1,489,159-100%$37.9M———
UBS Group AG
N/A—1,217,294-1,217,294-100%$31.0M———
Cetera Investment Advisers
N/A—1,175,515-1,175,515-100%$29.9M———
Envestnet Asset Management Inc
N/A—1,140,316-1,140,316-100%$29.0M———
JPMorgan Chase & Co
N/A—812,251-812,251-100%$20.7M———
HighTower Advisors, LLC
N/A—578,550-578,550-100%$14.7M———
Sanctuary Advisors, LLC
N/A—566,641-566,641-100%$14.4M———
Jordan Park Group LLC
N/A—563,102-563,102-100%$14.3M———
Capital Analysts, LLC
N/A—517,732-517,732-100%$13.2M———
Mariner, LLC
N/A—517,017-517,017-100%$13.2M———
Focus Partners Advisor Solutions, LLC
N/A—492,206-492,206-100%$12.5M———
Osaic Holdings, Inc.
N/A—446,136-446,136-100%$11.3M———
Wealthspire Advisors, LLC
N/A—338,318-338,318-100%$8.6M———
Dakota Wealth Management
N/A—330,291-330,291-100%$8.4M———
Northwestern Mutual Wealth Management Co
N/A—315,868-315,868-100%$8.0M———
Savvy Advisors, Inc.
N/A—313,162-313,162-100%$8.0M———
Integrated Wealth Concepts LLC
N/A—310,809-310,809-100%$7.9M———
OneDigital Investment Advisors LLC
N/A—297,113-297,113-100%$7.6M———
Jones Financial Companies Lllp
N/A—290,252-290,252-100%$7.4M———
United Capital Financial Advisors, LLC
N/A—287,712-287,712-100%$7.3M———
Merit Financial Group, LLC
N/A—278,045-278,045-100%$7.1M———
Keystone Financial Group
N/A—256,304-256,304-100%$6.5M———
Royal Bank of Canada
N/A—253,585-253,585-100%$6.5M———
EP Wealth Advisors, LLC
N/A—249,161-249,161-100%$6.3M———
Austin Wealth Management, LLC
N/A—247,742-247,742-100%$6.2M———
MML Investors Services, LLC
N/A—243,026-243,026-100%$6.2M———
Baird Financial Group, Inc.
N/A—210,755-210,755-100%$5.4M———
Renaissance Technologies LLC
N/A—197,537-197,537-100%$5.0M———
Beacon Pointe Advisors, LLC
N/A—194,548-194,548-100%$4.9M———
Global Retirement Partners, LLC
N/A—172,780-172,780-100%$4.4M———
NewEdge Advisors, LLC
N/A—151,803-151,803-100%$3.9M———
Benjamin Edwards Inc
N/A—144,023-144,023-100%$3.7M———
&partners
N/A—128,626-128,626-100%$3.3M———
Oakwell Private Wealth Management, LLC
N/A—127,563-127,563-100%$3.2M———
Bragg Financial Advisors, Inc
N/A—127,558-127,558-100%$3.2M———
Stifel Financial Corp
N/A—121,185-121,185-100%$3.1M———
Rockefeller Capital Management L.P.
N/A—117,420-117,420-100%$3.0M———
CIBC Bancorp USA Inc.
N/A—110,611-110,611-100%$2.8M———
Cerity Partners LLC
N/A—101,951-101,951-100%$2.6M———
Blair William & Co
N/A—95,682-95,682-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—95,118-95,118-100%$2.4M———
Legacy Financial Advisors, Inc.
N/A—91,245-91,245-100%$2.3M———
FourThought Financial Partners, LLC
N/A—88,576-88,576-100%$2.3M———
Waverly Advisors, LLC
N/A—88,058-88,058-100%$2.2M———
Collaborative Wealth Managment Inc.
N/A—83,262-83,262-100%$2.1M———
New Insight Wealth Advisors
N/A—80,474-80,474-100%$2.0M———
UMB Bank, n.a.
N/A—79,136-79,136-100%$2.0M———
Ameritas Investment Partners, Inc.
N/A—78,983-78,983-100%$2.0M———
Dogwood Wealth Management LLC
N/A—76,422-76,422-100%$1.9M———
IHT Wealth Management, LLC
N/A—71,486-71,486-100%$1.8M———
Regal Investment Advisors LLC
N/A—65,510-65,510-100%$1.7M———
Elequin Capital, LP
N/A—64,728-64,728-100%$1.6M———
Dravo BAY LLC
N/A—64,618-64,618-100%$1.6M———
AE Wealth Management LLC
N/A—63,610-63,610-100%$1.6M———
Equitable Holdings, Inc.
N/A—61,729-61,729-100%$1.6M———
Clark Capital Management Group, Inc.
N/A—60,748-60,748-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—59,607-59,607-100%$1.5M———
Orcam Financial Group
N/A—58,684-58,684-100%$1.5M———
Quotient Wealth Partners, LLC
N/A—57,464-57,464-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—52,520-52,520-100%$1.3M———
Nicolet Bankshares Inc
N/A—52,011-52,011-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—51,975-51,975-100%$1.3M———
MAI Capital Management
N/A—50,299-50,299-100%$1.3M———
Inspire Advisors, LLC
N/A—48,726-48,726-100%$1.2M———
GWN Securities Inc.
N/A—47,347-47,347-100%$1.2M———
Vestmark Advisory Solutions, Inc.
N/A—46,251-46,251-100%$1.2M———
Principal Securities, Inc.
N/A—45,473-45,473-100%$1.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—44,210-44,210-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—42,557-42,557-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—39,987-39,987-100%$1.0M———
Savant Capital, LLC
N/A—36,530-36,530-100%$909.5K———
Focus Partners Wealth
N/A—34,838-34,838-100%$886.3K———
Cape COD Five Cents Savings Bank
N/A—34,287-34,287-100%$872.3K———
Planwiser Financial, LLC
N/A—34,083-34,083-100%$867.1K———
Premier Private Wealth Management LLC
N/A—33,611-33,611-100%$855.1K———
Aptus Capital Advisors, LLC
N/A—33,415-33,415-100%$850.1K———
Sharpepoint LLC
N/A—32,876-32,876-100%$836.4K———
World Investment Advisors
N/A—31,786-31,786-100%$805.9K———
Pure Financial Advisors, LLC
N/A—30,564-30,564-100%$777.6K———
Arkadios Wealth Advisors
N/A—28,170-28,170-100%$716.6K———
Natixis Advisors, LLC
N/A—26,529-26,529-100%$674.0K———
Nuveen, LLC
N/A—26,438-26,438-100%$672.6K———
Clifford Group, LLC
N/A—26,256-26,256-100%$668.0K———
Quantinno Capital Management LP
N/A—26,077-26,077-100%$663.4K———
Private Advisor Group, LLC
N/A—26,057-26,057-100%$662.9K———
American Alpha Advisors, LLC
N/A—26,000-26,000-100%$661.4K———
Manhattan West Asset Management, LLC
N/A—25,950-25,950-100%$660.2K———
Advisory Alpha, LLC
N/A—25,761-25,761-100%$655.4K———
HSBC Holdings PLC
N/A—24,896-24,896-100%$633.4K———
Ariadne Wealth Management, LP
N/A—24,800-24,800-100%$630.9K———
Quadrature Capital Ltd
N/A—24,267-24,267-100%$617.4K———
Dimension Capital Management LLC
N/A—23,886-23,886-100%$607.7K———
OneAscent Financial Services LLC
N/A—23,789-23,789-100%$605.2K———
JHP Wealth Management, LLC
N/A—23,598-23,598-100%$600.3K———
Captrust Financial Advisors
N/A—23,584-23,584-100%$600.0K———
Pallas Capital Advisors LLC
N/A—23,340-23,340-100%$593.8K———
Ameritas Advisory Services, LLC
N/A—20,827-20,827-100%$529.8K———
Tortoise Investment Management, LLC
N/A—20,445-20,445-100%$520.1K———
Betterment LLC
N/A—20,385-20,385-100%$519.0K———
Carson Advisory Inc.
N/A—20,300-20,300-100%$516.4K———
Janney Montgomery Scott LLC
N/A—19,175-19,175-100%$488.0K———
AFT, Forsyth & Company, Inc.
N/A—18,700-18,700-100%$475.7K———
Prairieview Wealth Partners, LLC
N/A—18,682-18,682-100%$475.3K———
Strategic Financial Partners, Ltd.
N/A—18,287-18,287-100%$465.2K———
Summit Financial, LLC
N/A—18,152-18,152-100%$461.8K———
Evelyn Partners Group Ltd
N/A—17,319-17,319-100%$730.0K———
Precision Wealth Strategies, LLC
N/A—16,710-16,710-100%$425.1K———
Snowden Capital Advisors LLC
N/A—16,394-16,394-100%$417.1K———
Prelude Capital Management, LLC
N/A—15,750-15,750-100%$400.7K———
Performance Wealth Partners, LLC
N/A—15,542-15,542-100%$395.4K———
Manning & Napier Advisors LLC
N/A—14,791-14,791-100%$376.6K———
Valmark Advisers, Inc.
N/A—14,119-14,119-100%$359.2K———
Stonebridge Financial Planning Group, LLC
N/A—14,051-14,051-100%$357.5K———
BFC Planning, Inc.
N/A—13,717-13,717-100%$349.0K———
Wealthfront Advisers LLC
N/A—13,713-13,713-100%$348.9K———
Camarda Financial Advisors, LLC
N/A—13,475-13,475-100%$342.8K———
Moneta Group Investment Advisors LLC
N/A—13,067-13,067-100%$332.4K———
Mason & Associates Inc
N/A—12,692-12,692-100%$322.9K———
Lansing Street Advisors
N/A—12,539-12,539-100%$319.0K———
Cahill Financial Advisors Inc
N/A—12,320-12,320-100%$313.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,222-12,222-100%$310.9K———
Invst, LLC
N/A—11,944-11,944-100%$303.9K———
Qube Research & Technologies Ltd
N/A—11,656-11,656-100%$296.5K———
Jaffetilchin Investment Partners, LLC
N/A—11,293-11,293-100%$287.3K———
Fort Point Capital Partners LLC
N/A—11,196-11,196-100%$284.8K———
Marshall Financial Group, LLC
N/A—11,006-11,006-100%$280.0K———
Advisory Services Network, LLC
N/A—10,927-10,927-100%$278.0K———
FSA Advisors, Inc.
N/A—10,835-10,835-100%$275.4K———
Centaurus Financial, Inc.
N/A—10,817-10,817-100%$275.0K———
Strategic Financial Planning, Inc.
N/A—10,360-10,360-100%$263.6K———
Nwam LLC
N/A—9,913-9,913-100%$252.2K———
Alta Wealth Advisors LLC
N/A—9,823-9,823-100%$249.9K———
Susquehanna International Group, LLP
N/A—9,780-9,780-100%$248.8K———
NewEdge Wealth, LLC
N/A—9,770-9,770-100%$248.5K———
Dorsey & Whitney Trust Co LLC
N/A—9,732-9,732-100%$247.6K———
Brookwood Investment Group LLC
N/A—9,652-9,652-100%$245.5K———
IEQ Capital, LLC
N/A—9,513-9,513-100%$242.0K———
Integrity Wealth Solutions LLC
N/A—9,342-9,342-100%$237.7K———
Insigneo Advisory Services, LLC
N/A—9,212-9,212-100%$234.4K———
Composition Wealth, LLC
N/A—9,184-9,184-100%$233.6K———
Bravera Wealth
N/A—9,033-9,033-100%$229.8K———
Foster & Motley Inc
N/A—9,025-9,025-100%$230.0K———
Liberty Square Wealth Partners LLC
N/A—9,012-9,012-100%$229.3K———
First Trust Advisors LP
N/A—8,653-8,653-100%$220.1K———
Hilltop Partners LLC
N/A—8,603-8,603-100%$218.9K———
Kovack Advisors, Inc.
N/A—8,477-8,477-100%$214.6K———
Bernicke Wealth Management, Ltd.
N/A—8,148-8,148-100%$207.3K———
Huntington National Bank
N/A—6,603-6,603-100%$168.0K———
Allworth Financial LP
N/A—5,193-5,193-100%$132.1K———
Basepoint Wealth LLC
N/A—4,986-4,986-100%$126.9K———
WealthShield Partners, LLC
N/A—4,864-4,864-100%$123.7K———
Medallion Wealth Advisors, LLC
N/A—4,592-4,592-100%$116.8K———
Frazier Financial Advisors, LLC
N/A—3,987-3,987-100%$101.4K———
Graney & King, LLC
N/A—3,463-3,463-100%$88.1K———
Geneos Wealth Management Inc.
N/A—3,400-3,400-100%$86.5K———
IMA Advisory Services, Inc.
N/A—3,213-3,213-100%$81.7K———
Quarry LP
N/A—2,550-2,550-100%$64.9K———
Ameriflex Group, Inc.
N/A—2,082-2,082-100%$53.0K———
Harbour Investments, Inc.
N/A—1,966-1,966-100%$50.0K———
Synergy Investment Management, LLC
N/A—1,757-1,757-100%$43.9K———
JDM Financial Group LLC
N/A—1,504-1,504-100%$38.3K———
Franklin Resources Inc
N/A—1,375-1,375-100%$35.0K———
Godfrey Financial Associates, Inc.
N/A—1,353-1,353-100%$34.4K———
Cardiff Park Advisors, LLC
N/A—1,246-1,246-100%$31.7K———
IFG Advisory, LLC
N/A—1,226-1,226-100%$31.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—847-847-100%$21.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—710-710-100%$18.1K———
Keating Financial Advisory Services, Inc.
N/A—708-708-100%$18.0K———
Bogart Wealth, LLC
N/A—658-658-100%$16.7K———
Fourth Dimension Wealth, LLC
N/A—425-425-100%$10.8K———
Millstone Evans Group, LLC
N/A—423-423-100%$10.8K———
Group One Trading LLC
N/A—400-400-100%$10.2K———
O'shaughnessy Asset Management, LLC
N/A—290-290-100%$7.4K———
Rialto Wealth Management, LLC
N/A—235-235-100%$6.0K———
Bartlett & Co. Wealth Management LLC
N/A—225-225-100%$5.7K———
Continuum Advisory, LLC
N/A—202-202-100%$5.1K———
Caldwell Sutter Capital, Inc.
N/A—140-140-100%$3.6K———
Hantz Financial Services, Inc.
N/A—139-139-100%$4———
Mcguire Capital Advisors Inc
N/A—60-60-100%$1.5K———
Howe & Rusling Inc
N/A—48-48-100%$1.2K———
Dunhill Financial, LLC
N/A—36-36-100%$915———
LRI Investments, LLC
N/A—5-5-100%$127———
FAS Wealth Partners, Inc.
N/A—2-2-100%$52———
BlackRock, Inc.
N/A—1-1-100%$38———
Kerr Financial Planning Corp
N/A—1-1-100%$26———
Russell Investments Group, Ltd.
N/A—00—$1———
Showing 454 of 454 institutions