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SS Spdr S&P 600 SC VAL ETF (SLYV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,542,251 from 7,166,475
Change+375,776 (+5%)
Value$770.4M (-$11.5M)
Filed 2026-11-06
Cannon Financial Strategists, Inc.
DECREASED
Shares986,992 from 1,001,138
Change-14,146 (-1%)
Value$100.8M (-$8.4M)
Filed 2026-10-19
Creative Planning
INCREASED
Shares326,508 from 324,356
Change+2,152 (+1%)
Value$33.4M (-$2.0M)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares317,704 from 374,631
Change-56,927 (-15%)
Value$32.5M (-$8.4M)
Filed 2026-10-16
Rodgers & Associates, LTD
DECREASED
Shares316,635 from 322,641
Change-6,006 (-2%)
Value$32.3M (-$2.9M)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares305,992 from 305,286
Change+706 (+0%)
Value$31.5M (-$1.8M)
Filed 2026-10-13
Dean, Jacobson Financial Services, LLC
DECREASED
Shares287,493 from 288,425
Change-932 (0%)
Value$29.4M (-$2.1M)
Filed 2026-10-29
Klingman & Associates, LLC
DECREASED
Shares278,792 from 279,909
Change-1,117 (0%)
Value$28.5M (-$2.1M)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED
Shares277,278 from 278,220
Change-942 (0%)
Value$28.3M (-$2.0M)
Filed 2026-10-23
Evensky & Katz LLC
DECREASED
Shares246,399 from 254,349
Change-7,950 (-3%)
Value$25.2K (-$27.7M)
Filed 2026-10-27
One Day In July LLC
INCREASED
Shares227,601 from 217,834
Change+9,767 (+4%)
Value$23.2M (-$518.4K)
Filed 2026-10-30
Wrenne Financial Planning LLC
INCREASED
Shares218,606 from 211,985
Change+6,621 (+3%)
Value$22.3M (-$799.0K)
Filed 2026-10-30
Canandaigua National Bank & Trust Co
DECREASED
Shares217,243 from 219,319
Change-2,076 (-1%)
Value$22.2M (-$1.7M)
Filed 2026-10-07
First National Trust Co
INCREASED
Shares211,320 from 210,616
Change+704 (+0%)
Value$21.6M (-$1.4M)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares201,299 from 200,367
Change+932 (+0%)
Value$20.6M (-$1.3M)
Filed 2026-10-21
Convergence Financial, LLC
DECREASED
Shares193,757 from 381,642
Change-187,885 (-49%)
Value$19.8M (-$21.8M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares189,936 from 197,628
Change-7,692 (-4%)
Value$19.4M (-$1.6M)
Filed 2026-10-13
GHP Investment Advisors, Inc.
INCREASED
Shares186,468 from 184,716
Change+1,752 (+1%)
Value$19.0M (-$1.1M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares182,052 from 178,621
Change+3,431 (+2%)
Value$18.6M (-$892.8K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares175,583 from 180,724
Change-5,141 (-3%)
Value$17.9M (-$1.8M)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares149,857 from 176,693
Change-26,836 (-15%)
Value$15.3M (-$4.0M)
Filed 2026-11-03
Sage Financial Group Inc
DECREASED
Shares148,648 from 152,819
Change-4,171 (-3%)
Value$15.2M (-$1.5M)
Filed 2026-10-27
Lutz Financial Services LLC
DECREASED
Shares134,497 from 136,271
Change-1,774 (-1%)
Value$13.7M (-$1.1M)
Filed 2026-11-06
Optimist Retirement Group LLC
DECREASED
Shares134,347 from 136,908
Change-2,561 (-2%)
Value$13.7M (-$1.2M)
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares131,057 from 128,076
Change+2,981 (+2%)
Value$13.4M (-$586.9K)
Filed 2026-10-29
Triangle Securities Wealth Management
DECREASED
Shares120,780 from 124,315
Change-3,535 (-3%)
Value$12.3M (-$1.2M)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares115,139 from 75,656
Change+39,483 (+52%)
Value$11.8M (+$3.6M)
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares110,972 from 121,966
Change-10,994 (-9%)
Value$11.3M (-$2.0M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares107,104 from 115,867
Change-8,763 (-8%)
Value$10.9K (-$12.6M)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares105,961 from 106,354
Change-393 (0%)
Value$10.8M (-$780.3K)
Filed 2026-11-03
Lpwm LLC
DECREASED
Shares100,347 from 101,312
Change-965 (-1%)
Value$10.3M (-$803.7K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares100,342 from 43,806
Change+56,536 (+129%)
Value$10.2M (+$5.5M)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares87,411 from 87,923
Change-512 (-1%)
Value$8.9M (-$664.2K)
Filed 2026-10-28
Diversified Enterprises, LLC
DECREASED
Shares87,046 from 87,234
Change-188 (0%)
Value$8.9M (-$626.3K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares85,178 from 81,461
Change+3,717 (+5%)
Value$8.7M (-$187.3K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares82,431 from 81,169
Change+1,262 (+2%)
Value$8.4M (-$436.0K)
Filed 2026-10-14
Arnold Financial Planning LLC
INCREASED
Shares81,370 from 75,505
Change+5,865 (+8%)
Value$8.3M (+$73.6K)
Filed 2026-10-20
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares77,627 from 78,485
Change-858 (-1%)
Value$7.9M (-$633.9K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares69,424 from 71,378
Change-1,954 (-3%)
Value$7.1M (-$696.4K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares68,669 from 68,669
Change0 (0%)
Value$7.5M ($0)
Filed 2026-10-06
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares68,117
Change+68,117
Value$7.0K
Filed 2026-10-14
Ritholtz Wealth Management
DECREASED
Shares64,584 from 68,241
Change-3,657 (-5%)
Value$6.6M (-$848.5K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares64,489 from 99,126
Change-34,637 (-35%)
Value$6.6M (-$4.2M)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares64,086 from 67,943
Change-3,857 (-6%)
Value$6.5M (-$866.8K)
Filed 2026-11-05
Aire Advisors, LLC
DECREASED
Shares62,453 from 66,815
Change-4,362 (-7%)
Value$6.4M (-$910.6K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares60,021 from 60,684
Change-663 (-1%)
Value$6.1M (-$490.1K)
Filed 2026-10-30
Roberts Financial Services LLC
DECREASED
Shares58,534 from 61,436
Change-2,902 (-5%)
Value$6.0M (-$724.0K)
Filed 2026-10-23
Marathon Mission, Inc.
INCREASED
Shares54,707 from 54,505
Change+202 (+0%)
Value$5.6M (-$358.7K)
Filed 2026-10-01
Probity Advisors, Inc.
INCREASED
Shares54,519 from 53,973
Change+546 (+1%)
Value$5.6M (-$319.9K)
Filed 2026-10-23
Savant Capital, LLC
DECREASED
Shares54,217 from 90,729
Change-36,512 (-40%)
Value$5.5M (-$3.7M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares53,103 from 52,831
Change+272 (+1%)
Value$5.4M (-$339.9K)
Filed 2026-10-22
Hamilton Capital, LLC
INCREASED
Shares52,744 from 49,600
Change+3,144 (+6%)
Value$5.4M (-$24.1K)
Filed 2026-10-08
Salomon & Ludwin, LLC
DECREASED
Shares49,706 from 50,142
Change-436 (-1%)
Value$5.1M (-$377.5K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED
Shares49,458 from 53,316
Change-3,858 (-7%)
Value$5.1M (-$765.1K)
Filed 2026-10-13
New Hampshire Trust
UNCHANGED
Shares46,224 from 46,224
Change0 (0%)
Value$4.7M (-$321.7K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares42,978 from 39,895
Change+3,083 (+8%)
Value$4.5M (+$187.4K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares39,862 from 38,365
Change+1,497 (+4%)
Value$4.1M (-$114.2K)
Filed 2026-10-30
Councilor Wealth, LLC
DECREASED
Shares38,054 from 40,877
Change-2,823 (-7%)
Value$3.9M (-$572.9K)
Filed 2026-10-09
Bailard, Inc.
DECREASED
Shares37,823 from 38,460
Change-637 (-2%)
Value$3.9M (-$332.8K)
Filed 2026-10-13
True Blue Financial, LLC
INCREASED
Shares36,968 from 26,561
Change+10,407 (+39%)
Value$3.8M (+$878.2K)
Filed 2026-10-15
Krilogy Financial LLC
DECREASED
Shares36,369 from 38,219
Change-1,850 (-5%)
Value$3.7M (-$422.6K)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares36,294 from 31,636
Change+4,658 (+15%)
Value$3.7M (+$255.5K)
Filed 2026-11-05
Paragon Capital Management Ltd
DECREASED
Shares34,892 from 34,896
Change-4 (0%)
Value$3.6M (-$243.3K)
Filed 2026-10-09
Carolina Wealth Management Inc
DECREASED
Shares34,787 from 35,453
Change-666 (-2%)
Value$3.6M (-$314.8K)
Filed 2026-10-29
Quartz Partners, LLC
INCREASED
Shares34,731 from 21,399
Change+13,332 (+62%)
Value$3.5M (+$1.2M)
Filed 2026-11-03
Junk Investment Group, LLC
INCREASED
Shares33,238 from 29,904
Change+3,334 (+11%)
Value$3.4M (+$132.5K)
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares31,803 from 32,086
Change-283 (-1%)
Value$3.2M (-$252.2K)
Filed 2026-11-05
Financial Guidance Group, Inc.
DECREASED
Shares31,381 from 32,948
Change-1,567 (-5%)
Value$3.2M (-$389.4K)
Filed 2026-10-21
Tortoise Investment Management, LLC
DECREASED
Shares31,342 from 32,052
Change-710 (-2%)
Value$3.2M (-$295.6K)
Filed 2026-11-06
Collier Financial
INCREASED
Shares31,251 from 31,176
Change+75 (+0%)
Value$3.2M (-$209.3K)
Filed 2026-11-06
Meredith Wealth Planning
DECREASED
Shares30,660 from 31,354
Change-694 (-2%)
Value$3.1M (-$289.1K)
Filed 2026-10-14
Partners in Financial Planning
DECREASED
Shares30,555 from 31,729
Change-1,174 (-4%)
Value$3.1M (-$340.8K)
Filed 2026-11-06
Friday Financial
INCREASED
Shares29,238 from 6,977
Change+22,261 (+319%)
Value$3.0M (+$2.3M)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares28,156 from 28,140
Change+16 (+0%)
Value$2.9M (-$194.2K)
Filed 2026-10-23
Collective Family Office LLC
DECREASED
Shares27,553 from 27,953
Change-400 (-1%)
Value$2.8M (-$235.4K)
Filed 2026-10-05
Marotta Asset Management
DECREASED
Shares27,243 from 29,850
Change-2,607 (-9%)
Value$2.8M (-$466.6K)
Filed 2026-10-02
Livet Wealth, LLC
DECREASED
Shares27,018 from 29,170
Change-2,152 (-7%)
Value$2.8M (-$422.8K)
Filed 2026-10-27
McMill Wealth Management
NEW
Shares26,504
Change+26,504
Value$2.7M
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares26,406 from 33,070
Change-6,664 (-20%)
Value$2.7M (-$910.9K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares26,369
Change+26,369
Value$2.7M
Filed 2026-10-07
Fell Capital Management
DECREASED
Shares26,212 from 27,495
Change-1,283 (-5%)
Value$2.7M (-$322.4K)
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED
Shares25,639 from 50,259
Change-24,620 (-49%)
Value$2.6M (-$2.9M)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares25,526 from 25,806
Change-280 (-1%)
Value$2.6M (-$208.2K)
Filed 2026-10-21
Waller Financial Planning Group, Inc
DECREASED
Shares24,981 from 25,140
Change-159 (-1%)
Value$2.6M (-$191.2K)
Filed 2026-10-07
Parkside Financial Bank & Trust
INCREASED
Shares24,406 from 21,255
Change+3,151 (+15%)
Value$2.5M (+$173.8K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares23,970 from 24,206
Change-236 (-1%)
Value$2.4M (-$192.5K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares22,507 from 38,302
Change-15,795 (-41%)
Value$2.3M (-$1.9M)
Filed 2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares22,324 from 22,434
Change-110 (0%)
Value$2.3M (-$167.3K)
Filed 2026-10-28
Leslie Global Wealth, LLC
DECREASED
Shares22,080 from 22,587
Change-507 (-2%)
Value$2.3M (-$209.0K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares21,932 from 21,802
Change+130 (+1%)
Value$2.2M (-$138.6K)
Filed 2026-11-06
Eclectic Associates Inc
DECREASED
Shares21,190 from 21,567
Change-377 (-2%)
Value$2.2M (-$188.7K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares21,147 from 21,422
Change-275 (-1%)
Value$2.2M (-$177.2K)
Filed 2026-10-14
Bill Few Associates, Inc.
DECREASED
Shares21,119 from 21,175
Change-56 (0%)
Value$2.2M (-$153.1K)
Filed 2026-10-09
Kassira Wealth Management LLC
DECREASED
Shares20,904 from 20,990
Change-86 (0%)
Value$2.1M (-$154.9K)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
DECREASED
Shares20,756 from 21,708
Change-952 (-4%)
Value$2.1M (-$248.3K)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares20,049 from 19,059
Change+990 (+5%)
Value$2.0M (-$31.5K)
Filed 2026-10-26
Diversify Advisory Services, LLC
DECREASED
Shares19,817 from 19,852
Change-35 (0%)
Value$2.0M (-$106.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares19,817 from 19,852
Change-35 (0%)
Value$2.0M (-$106.8K)
Filed 2026-10-20
Sensible Money, LLC
DECREASED
Shares19,602 from 19,795
Change-193 (-1%)
Value$2.0M (-$157.5K)
Filed 2026-10-20
Ignite Planners, LLC
DECREASED
Shares19,528 from 21,213
Change-1,685 (-8%)
Value$2.0M (-$321.2K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
DECREASED
Shares19,395 from 20,190
Change-795 (-4%)
Value$2.0M (-$221.7K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
DECREASED
Shares18,960 from 19,071
Change-111 (-1%)
Value$1.9M (-$144.1K)
Filed 2026-10-23
Melone Private Wealth, LLC
INCREASED
Shares18,570 from 18,500
Change+70 (+0%)
Value$1.9M (-$121.6K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares18,372 from 6,708
Change+11,664 (+174%)
Value$2.0M (+$1.3M)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares18,238 from 17,128
Change+1,110 (+6%)
Value$1.9M (-$5.8K)
Filed 2026-10-26
Opus Capital Group, LLC
INCREASED
Shares18,200 from 18,191
Change+9 (+0%)
Value$1.9K (-$2.0M)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares18,061 from 17,958
Change+103 (+1%)
Value$1.8M (-$114.5K)
Filed 2026-10-22
Diversified Trust Co
UNCHANGED
Shares18,053 from 18,053
Change0 (0%)
Value$1.8M (-$125.6K)
Filed 2026-11-06
MCF Advisors LLC
DECREASED
Shares18,028 from 18,333
Change-305 (-2%)
Value$1.8M (-$158.8K)
Filed 2026-10-28
Foundation Wealth Management, Llc\pa
DECREASED
Shares17,770 from 20,251
Change-2,481 (-12%)
Value$1.8M (-$394.4K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares17,364 from 17,342
Change+22 (+0%)
Value$1.8M (-$118.4K)
Filed 2026-10-16
Courage Miller Partners, LLC
DECREASED
Shares17,297 from 17,360
Change-63 (0%)
Value$1.8M (-$127.3K)
Filed 2026-10-21
Blue Capital, Inc.
INCREASED
Shares17,258 from 11,587
Change+5,671 (+49%)
Value$1.8M (+$498.7K)
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
DECREASED
Shares17,073 from 17,117
Change-44 (0%)
Value$1.7M (-$119.3K)
Filed 2026-10-09
McAdam, LLC
DECREASED
Shares16,740 from 17,302
Change-562 (-3%)
Value$1.7M (-$177.9K)
Filed 2026-10-21
Phillip James Consulting Co.
DECREASED
Shares16,633 from 16,781
Change-148 (-1%)
Value$1.7M (-$131.9K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares16,518 from 16,823
Change-305 (-2%)
Value$1.7M (-$148.2K)
Filed 2026-10-08
Avant Financial Advisors LLC
INCREASED
Shares15,682 from 14,877
Change+805 (+5%)
Value$1.6M (-$21.3K)
Filed 2026-11-02
LTG Capital LLC
DECREASED
Shares15,560 from 15,689
Change-129 (-1%)
Value$1.6M (-$122.4K)
Filed 2026-11-04
Oakwell Private Wealth Management, LLC
DECREASED
Shares15,314 from 15,586
Change-272 (-2%)
Value$1.6M (-$136.3K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares15,234 from 15,608
Change-374 (-2%)
Value$1.6M (-$146.9K)
Filed 2026-10-29
ERn Financial, LLC
DECREASED
Shares14,880 from 15,232
Change-352 (-2%)
Value$1.5M (-$142.1K)
Filed 2026-10-28
Altfest L J & Co Inc
DECREASED
Shares14,877 from 15,820
Change-943 (-6%)
Value$1.5M (-$206.4K)
Filed 2026-10-27
Firestone Capital Management
INCREASED
Shares14,787 from 14,729
Change+58 (+0%)
Value$1.5M (-$96.7K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED
Shares14,470 from 14,971
Change-501 (-3%)
Value$1.5M (-$155.4K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares14,447 from 7,681
Change+6,766 (+88%)
Value$1.5M (+$637.7K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares14,194 from 13,340
Change+854 (+6%)
Value$1.4M (-$5.6K)
Filed 2026-10-16
Meridian Financial Advisors, LLC
DECREASED
Shares14,007 from 14,171
Change-164 (-1%)
Value$1.4M (-$115.4K)
Filed 2026-10-14
Liberty Capital Management, Inc.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$1.4M (-$97.4K)
Filed 2026-11-02
Kendall Capital Management
DECREASED
Shares13,996 from 14,000
Change-4 (0%)
Value$1.4M (-$97.8K)
Filed 2026-10-23
Motive Wealth Advisors
INCREASED
Shares13,734 from 13,666
Change+68 (+1%)
Value$1.4M (-$88.2K)
Filed 2026-10-26
Invera Wealth Advisors, LLC
INCREASED
Shares13,701 from 12,967
Change+734 (+6%)
Value$1.4M (-$15.3K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
INCREASED
Shares13,335 from 13,104
Change+231 (+2%)
Value$1.4M (-$67.6K)
Filed 2026-11-02
Kelly Financial Group LLC
DECREASED
Shares12,683 from 12,760
Change-77 (-1%)
Value$1.3M (-$96.7K)
Filed 2026-10-16
Occidental Asset Management, LLC
INCREASED
Shares12,634 from 12,522
Change+112 (+1%)
Value$1.3M (-$75.7K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares12,524 from 13,491
Change-967 (-7%)
Value$1.3M (-$192.7K)
Filed 2026-10-15
Hardin Capital Partners, LLC
INCREASED
Shares12,068 from 12,029
Change+39 (+0%)
Value$1.2M (-$80.8K)
Filed 2026-10-09
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares11,964 from 11,964
Change0 (0%)
Value$1.2M (-$83.3K)
Filed 2026-11-05
American Financial & TAX Strategies Inc
UNCHANGED
Shares11,890 from 11,890
Change0 (0%)
Value$1.2M (-$82.8K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
DECREASED
Shares11,728 from 11,834
Change-106 (-1%)
Value$1.2M (-$93.2K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares11,393 from 10,597
Change+796 (+8%)
Value$1.2M (+$7.6K)
Filed 2026-11-05
Capital Squared Financial LLC
INCREASED
Shares11,246 from 10,696
Change+550 (+5%)
Value$1.1M (-$18.2K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares11,057 from 10,884
Change+173 (+2%)
Value$1.1M (-$58.1K)
Filed 2026-10-20
Inman Jager Wealth Management, LLC
DECREASED
Shares11,005 from 11,230
Change-225 (-2%)
Value$1.1M (-$101.1K)
Filed 2026-11-05
Private Wealth Management Group, LLC
DECREASED
Shares10,228 from 10,649
Change-421 (-4%)
Value$1.0M (-$117.1K)
Filed 2026-10-19
Diligent Investors, LLC
DECREASED
Shares10,066 from 10,315
Change-249 (-2%)
Value$1.0M (-$97.3K)
Filed 2026-10-21
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares10,004 from 10,004
Change0 (0%)
Value$1.0M (-$69.6K)
Filed 2026-11-06
Deutsche Bank Ag\
UNCHANGED
Shares9,997 from 9,997
Change0 (0%)
Value$1.0M (-$69.6K)
Filed 2026-11-06
Facet Wealth, Inc.
DECREASED
Shares9,788 from 10,154
Change-366 (-4%)
Value$999.8K (-$108.1K)
Filed 2026-11-04
4Wealth Advisors, Inc.
INCREASED
Shares9,589 from 8,832
Change+757 (+9%)
Value$985.3K (+$24.9K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares9,555 from 7,705
Change+1,850 (+24%)
Value$976.0K (+$135.3K)
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares9,477 from 9,351
Change+126 (+1%)
Value$968.1K (-$52.1K)
Filed 2026-10-13
Balance Wealth Partners LLC
DECREASED
Shares9,412 from 10,975
Change-1,563 (-14%)
Value$961.4K (-$236.1K)
Filed 2026-10-27
Highland Financial Advisors, LLC
DECREASED
Shares9,157 from 12,179
Change-3,022 (-25%)
Value$935.4K (-$393.5K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares9,050 from 11,019
Change-1,969 (-18%)
Value$924.4K (-$277.8K)
Filed 2026-10-29
Everhart Financial Group, Inc.
DECREASED
Shares8,666 from 8,795
Change-129 (-1%)
Value$885.3K (-$74.4K)
Filed 2026-10-08
Carter Financial Group, Inc.
DECREASED
Shares8,533 from 8,964
Change-431 (-5%)
Value$871.7K (-$106.4K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares8,394 from 4,514
Change+3,880 (+86%)
Value$857.4K (+$364.9K)
Filed 2026-11-03
GFS Advisors, LLC
INCREASED
Shares8,107 from 309
Change+7,798 (+2524%)
Value$828.0K (-$63.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares8,104 from 7,771
Change+333 (+4%)
Value$827.8K (-$20.1K)
Filed 2026-10-16
Clear Retirement Advice LLC
DECREASED
Shares7,993 from 8,111
Change-118 (-1%)
Value$816.5K (-$68.5K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares7,950 from 7,345
Change+605 (+8%)
Value$812 (-$800.2K)
Filed 2026-10-26
Burney Co/
DECREASED
Shares7,929 from 8,329
Change-400 (-5%)
Value$810.0K (-$98.8K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares7,917 from 8,035
Change-118 (-1%)
Value$808.7K (-$68.0K)
Filed 2026-11-04
Diversified Investment Strategies, LLC
DECREASED
Shares7,876 from 7,926
Change-50 (-1%)
Value$804.5K (-$60.3K)
Filed 2026-10-28
Yankcom Partnership
DECREASED
Shares7,800 from 7,983
Change-183 (-2%)
Value$796.8K (-$74.3K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares7,776 from 8,105
Change-329 (-4%)
Value$794.4K (-$90.0K)
Filed 2026-10-13
Valley Wealth Managers, Inc.
DECREASED
Shares7,668 from 8,141
Change-473 (-6%)
Value$783.2K (-$105.0K)
Filed 2026-10-09
Atlas Brown,Inc.
DECREASED
Shares7,547 from 7,727
Change-180 (-2%)
Value$770.9K (-$72.2K)
Filed 2026-10-09
IAG Wealth Partners, LLC
DECREASED
Shares7,534 from 7,875
Change-341 (-4%)
Value$769.6K (-$89.6K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares7,420 from 7,470
Change-50 (-1%)
Value$758.0K (-$57.1K)
Filed 2026-11-05
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares7,232 from 7,232
Change0 (0%)
Value$738.7K (-$50.3K)
Filed 2026-10-09
LexAurum Advisors, LLC
INCREASED
Shares7,217 from 7,214
Change+3 (+0%)
Value$737.3K (-$49.9K)
Filed 2026-10-19
Montz Harcus Wealth Management LLC
INCREASED
Shares7,152 from 7,036
Change+116 (+2%)
Value$730.6K (-$37.1K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares7,036 from 8,952
Change-1,916 (-21%)
Value$718.7K (-$258.0K)
Filed 2026-10-26
Root Financial Partners, LLC
UNCHANGED
Shares6,816 from 6,816
Change0 (0%)
Value$696.3K (-$47.4K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
INCREASED
Shares6,697 from 6,496
Change+201 (+3%)
Value$684.1K (-$24.7K)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares6,689 from 6,688
Change+1 (+0%)
Value$683.2K (-$46.5K)
Filed 2026-11-03
Vestia Personal Wealth Advisors
DECREASED
Shares6,589 from 6,851
Change-262 (-4%)
Value$673.0K (-$74.5K)
Filed 2026-10-20
Merit Financial Group, LLC
DECREASED
Shares6,418 from 6,613
Change-195 (-3%)
Value$655.6K (-$65.9K)
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
DECREASED
Shares6,386 from 6,519
Change-133 (-2%)
Value$652.3K (-$59.0K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares6,292 from 6,004
Change+288 (+5%)
Value$642.7K (-$12.4K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares6,199 from 6,580
Change-381 (-6%)
Value$633.2K (-$84.7K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares6,197 from 5,875
Change+322 (+5%)
Value$633.0K (-$8.1K)
Filed 2026-10-22
CWA Asset Management Group, LLC
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$611.3K (-$41.7K)
Filed 2026-10-19
Fairscale Capital, LLC
INCREASED
Shares5,603 from 5,579
Change+24 (+0%)
Value$593.6K (-$15.1K)
Filed 2026-11-04
Duncker Streett & Co Inc
INCREASED
Shares5,551 from 5,548
Change+3 (+0%)
Value$567.0K (-$38.3K)
Filed 2026-10-27
Jnba Financial Advisors
DECREASED
Shares5,546 from 5,825
Change-279 (-5%)
Value$566.5K (-$69.0K)
Filed 2026-11-03
CIBC Asset Management Inc
NEW
Shares5,454
Change+5,454
Value$557.1K
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$556.7K (-$37.9K)
Filed 2026-11-06
Glenview Trust Co
UNCHANGED
Shares5,426 from 5,426
Change0 (0%)
Value$554.3K (-$37.8K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares5,390 from 5,410
Change-20 (0%)
Value$550.6K (-$39.7K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares5,373 from 5,543
Change-170 (-3%)
Value$548.9K (-$56.0K)
Filed 2026-10-21
Weinberger Asset Management, Inc
UNCHANGED
Shares5,314 from 5,314
Change0 (0%)
Value$542.9K (-$42.8K)
Filed 2026-10-28
Compass Ion Advisors, LLC
DECREASED
Shares5,230 from 5,232
Change-2 (0%)
Value$534.3K (-$36.6K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares5,038 from 3,977
Change+1,061 (+27%)
Value$514.7K (+$80.7K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares5,035 from 5,055
Change-20 (0%)
Value$514.4K (-$37.2K)
Filed 2026-11-05
Intrua Financial, LLC
INCREASED
Shares4,963 from 4,535
Change+428 (+9%)
Value$507.0K (+$12.1K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares4,928 from 4,928
Change0 (0%)
Value$503.4K (-$34.3K)
Filed 2026-10-15
Wiregrass Investment Management LLC
INCREASED
Shares4,921 from 4,511
Change+410 (+9%)
Value$502.7K (+$10.5K)
Filed 2026-11-05
Addis & Hill, Inc
UNCHANGED
Shares4,899 from 4,899
Change0 (0%)
Value$534.5K ($0)
Filed 2026-10-19
One Degree Advisors Inc
INCREASED
Shares4,846 from 4,708
Change+138 (+3%)
Value$504.6K (-$7.4K)
Filed 2026-11-06
SilverOak Wealth Management LLC
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$493.3K (-$33.6K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
INCREASED
Shares4,737 from 4,726
Change+11 (+0%)
Value$483.8K (-$31.8K)
Filed 2026-11-03
Apeiron RIA LLC
INCREASED
Shares4,725 from 4,690
Change+35 (+1%)
Value$486.7K (-$25.0K)
Filed 2026-10-08
CGN Advisors LLC
INCREASED
Shares4,684 from 4,592
Change+92 (+2%)
Value$478.4K (-$22.6K)
Filed 2026-10-21
Anson Capital, Inc.
UNCHANGED
Shares4,633 from 4,633
Change0 (0%)
Value$473.3K (-$32.2K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares4,560 from 4,549
Change+11 (+0%)
Value$465.8K (-$30.6K)
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares4,538 from 4,523
Change+15 (+0%)
Value$463.5K (-$29.9K)
Filed 2026-11-02
Tranquility Partners, LLC
UNCHANGED
Shares4,415 from 4,415
Change0 (0%)
Value$451.0K (-$30.7K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares4,406 from 3,639
Change+767 (+21%)
Value$450.0K (+$53.0K)
Filed 2026-11-03
Equita Financial Network, Inc.
DECREASED
Shares4,333 from 4,392
Change-59 (-1%)
Value$442.7K (-$36.6K)
Filed 2026-10-19
Novem Group
INCREASED
Shares4,332 from 4,217
Change+115 (+3%)
Value$442.5K (-$17.5K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,327 from 4,320
Change+7 (+0%)
Value$442.0K (-$29.4K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
INCREASED
Shares4,308 from 4,244
Change+64 (+2%)
Value$440.1K (-$23.0K)
Filed 2026-10-15
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares4,306 from 4,523
Change-217 (-5%)
Value$439.9K (-$53.6K)
Filed 2026-10-27
HBK Sorce Advisory LLC
UNCHANGED
Shares4,234 from 4,234
Change0 (0%)
Value$441.6K (-$27.0K)
Filed 2026-11-06
Austin Wealth Management, LLC
DECREASED
Shares4,224 from 4,382
Change-158 (-4%)
Value$436.3K (-$42.5K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares4,208 from 4,208
Change0 (0%)
Value$429.8K (-$29.3K)
Filed 2026-10-09
Waldron Private Wealth LLC
UNCHANGED
Shares4,149 from 4,149
Change0 (0%)
Value$423.8K (-$28.9K)
Filed 2026-11-02
Marquette Asset Management, LLC
DECREASED
Shares4,148 from 4,176
Change-28 (-1%)
Value$423.7K (-$31.9K)
Filed 2026-10-09
Financial Enhancement Group LLC
DECREASED
Shares4,146 from 5,196
Change-1,050 (-20%)
Value$426.5K (-$140.4K)
Filed 2026-10-08
Richwood Investment Advisors, LLC
DECREASED
Shares4,021 from 4,041
Change-20 (0%)
Value$410.7K (-$30.2K)
Filed 2026-10-30
Schear Investment Advisers, LLC
NEW
Shares4,018
Change+4,018
Value$410.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,018 from 3,998
Change+20 (+1%)
Value$410.5K (-$25.8K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares4,006 from 4,492
Change-486 (-11%)
Value$409.2K (-$80.9K)
Filed 2026-11-05
Wealth Advisors Northwest LLC
DECREASED
Shares3,965 from 4,058
Change-93 (-2%)
Value$405.0K (-$37.7K)
Filed 2026-10-29
Cornerstone Advisory, LLC
DECREASED
Shares3,961 from 4,261
Change-300 (-7%)
Value$404.6K (-$60.3K)
Filed 2026-11-06
CPC Advisors, LLC
UNCHANGED
Shares3,932 from 3,932
Change0 (0%)
Value$401.7K (-$27.4K)
Filed 2026-10-21
Crescent Sterling, Ltd.
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$400.4K (-$27.3K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares3,818 from 3,821
Change-3 (0%)
Value$390.0K (-$26.9K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares3,700 from 3,670
Change+30 (+1%)
Value$378.0K (-$22.5K)
Filed 2026-10-23
Wealth Management Nebraska
DECREASED
Shares3,676 from 3,682
Change-6 (0%)
Value$375.5K (-$26.3K)
Filed 2026-10-26
Intelligence Driven Advisers, LLC
UNCHANGED
Shares3,659 from 3,659
Change0 (0%)
Value$373.8K (-$25.5K)
Filed 2026-10-09
G2 Capital Management, LLC / OH
DECREASED
Shares3,647 from 4,597
Change-950 (-21%)
Value$372.5K (-$129.0K)
Filed 2026-10-23
Seed Wealth Management, Inc.
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$365.7K (-$24.9K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares3,537 from 3,063
Change+474 (+15%)
Value$361.3K (+$27.1K)
Filed 2026-10-28
Equity Wealth Partners, LLC
INCREASED
Shares3,460 from 3,459
Change+1 (+0%)
Value$353.5K (-$24.0K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$350.0K (-$21.1K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares3,379 from 2,631
Change+748 (+28%)
Value$345.2K (+$58.1K)
Filed 2026-11-06
Creekside Partners
INCREASED
Shares3,347 from 3,346
Change+1 (+0%)
Value$341.9K (-$23.2K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
DECREASED
Shares3,315 from 3,318
Change-3 (0%)
Value$338.6K (-$23.4K)
Filed 2026-10-23
Amicus Financial Advisors, LLC
DECREASED
Shares3,304 from 3,670
Change-366 (-10%)
Value$337.5K (-$62.9K)
Filed 2026-11-03
Third View Private Wealth, LLC
DECREASED
Shares3,280 from 3,527
Change-247 (-7%)
Value$335.1K (-$49.8K)
Filed 2026-10-30
Narus Financial Partners, LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$332.0K (-$22.6K)
Filed 2026-10-19
Willner & Heller, LLC
DECREASED
Shares3,240 from 3,573
Change-333 (-9%)
Value$331.0K (-$58.9K)
Filed 2026-10-28
Snider Financial Group
UNCHANGED
Shares3,227 from 3,227
Change0 (0%)
Value$329.6K (-$22.5K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares3,189 from 3,188
Change+1 (+0%)
Value$325.7K (-$22.1K)
Filed 2026-10-13
Howard Financial Services, Ltd.
DECREASED
Shares3,186 from 3,394
Change-208 (-6%)
Value$325.4K (-$44.9K)
Filed 2026-10-15
XY Planning Network, Inc.
NEW
Shares3,171
Change+3,171
Value$323.9K
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,150 from 6,739
Change-3,589 (-53%)
Value$321.8K (-$413.5K)
Filed 2026-11-05
Pacifica Partners Inc.
DECREASED
Shares3,134 from 3,231
Change-97 (-3%)
Value$322.8K (-$26.3K)
Filed 2026-10-09
Clearstead Advisors, LLC
INCREASED
Shares3,073 from 2,603
Change+470 (+18%)
Value$313.9K (+$29.9K)
Filed 2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$310.3K (-$21.1K)
Filed 2026-10-19
626 Financial, LLC
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$302.9K (-$20.6K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares2,917
Change+2,917
Value$307.8K
Filed 2026-11-03
Collaborative Wealth Managment Inc.
INCREASED
Shares2,908 from 2,863
Change+45 (+2%)
Value$297.1K (-$15.4K)
Filed 2026-11-06
Nestegg Advisors, Inc.
INCREASED
Shares2,908 from 2,902
Change+6 (+0%)
Value$297.1K (-$19.6K)
Filed 2026-10-21
Allodium Investment Consultants, LLC
UNCHANGED
Shares2,908 from 2,908
Change0 (0%)
Value$297.1K (-$20.2K)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares2,866 from 2,677
Change+189 (+7%)
Value$292.8K (+$673)
Filed 2026-10-26
Associated Banc-Corp
UNCHANGED
Shares2,857 from 2,857
Change0 (0%)
Value$291.8K (-$19.9K)
Filed 2026-10-30
Eastern Bank
INCREASED
Shares2,847 from 1,000
Change+1,847 (+185%)
Value$290.8K (+$181.7K)
Filed 2026-10-05
Burns Matteson Capital Management, LLC
DECREASED
Shares2,827 from 2,920
Change-93 (-3%)
Value$288.8K (-$29.8K)
Filed 2026-10-16
Sherman Wealth Management LLC
INCREASED
Shares2,734 from 2,720
Change+14 (+1%)
Value$279.2K (-$17.5K)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares2,691 from 2,678
Change+13 (+0%)
Value$274.8K (-$17.3K)
Filed 2026-10-19
Cornerstone Planning, LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$287.2K (-$6.0K)
Filed 2026-10-27
Sheets Smith Wealth Management
INCREASED
Shares2,684 from 2,676
Change+8 (+0%)
Value$274.1K (-$17.9K)
Filed 2026-10-16
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares2,676 from 2,713
Change-37 (-1%)
Value$273.4K (-$22.7K)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares2,671 from 2,666
Change+5 (+0%)
Value$272.8K (-$18.1K)
Filed 2026-11-03
Capstone Wealth Management Group, LLC
INCREASED
Shares2,628 from 2,584
Change+44 (+2%)
Value$232.9K (-$48.9K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares2,600 from 2,718
Change-118 (-4%)
Value$277.7K (-$16.9K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
INCREASED
Shares2,559 from 2,546
Change+13 (+1%)
Value$261.4K (-$16.4K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares2,535 from 2,424
Change+111 (+5%)
Value$259.0K (-$5.5K)
Filed 2026-10-09
Orin Green Financial, LLC
UNCHANGED
Shares2,489 from 2,489
Change0 (0%)
Value$254.3K (-$17.3K)
Filed 2026-10-19
Landmark Wealth Management, LLC
DECREASED
Shares2,465 from 2,558
Change-93 (-4%)
Value$251.8K (-$27.3K)
Filed 2026-11-03
Foster Group, Inc.
UNCHANGED
Shares2,451 from 2,451
Change0 (0%)
Value$250.4K (-$17.1K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares2,439 from 2,458
Change-19 (-1%)
Value$249.1K (-$19.0K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,438 from 2,334
Change+104 (+4%)
Value$249.0K (-$5.6K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,364 from 2,366
Change-2 (0%)
Value$241.5K (-$16.7K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$236.3K (-$16.1K)
Filed 2026-10-21
Everest Financial Group LLC
INCREASED
Shares2,308 from 2,297
Change+11 (+0%)
Value$235.8K (-$14.8K)
Filed 2026-11-06
Retirement Financial Solutions, LLC
NEW
Shares2,279
Change+2,279
Value$232.8K
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares2,263 from 2,488
Change-225 (-9%)
Value$231.1K (-$40.3K)
Filed 2026-10-21
Concord Wealth Partners
DECREASED
Shares2,239 from 2,749
Change-510 (-19%)
Value$228.8K (-$71.1K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares2,235 from 2,306
Change-71 (-3%)
Value$228.3K (-$23.3K)
Filed 2026-10-29
Ballentine Capital Advisors, Inc
DECREASED
Shares2,232 from 2,236
Change-4 (0%)
Value$228.0K (-$16.0K)
Filed 2026-10-14
Cathy Pareto & Associates, Inc
DECREASED
Shares2,227 from 2,279
Change-52 (-2%)
Value$227.6K (-$21.2K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
UNCHANGED
Shares2,182 from 2,182
Change0 (0%)
Value$222.9K (+$16.5K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares2,159 from 2,150
Change+9 (+0%)
Value$220.6K (-$14.0K)
Filed 2026-11-04
Evermay Wealth Management LLC
DECREASED
Shares2,155 from 2,390
Change-235 (-10%)
Value$220.1K (-$40.6K)
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares2,110 from 2,567
Change-457 (-18%)
Value$215.5K (-$64.6K)
Filed 2026-10-20
Plancorp, LLC
INCREASED
Shares2,079 from 2,040
Change+39 (+2%)
Value$220.2K (+$297)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED
Shares2,029 from 2,098
Change-69 (-3%)
Value$209.6K (-$15.2K)
Filed 2026-10-13
Delta Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204 (-$14)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$196.4K (-$13.4K)
Filed 2026-11-05
NorthAvenue LLC
DECREASED
Shares1,917 from 1,983
Change-66 (-3%)
Value$195.8K (-$20.6K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares1,733 from 1,841
Change-108 (-6%)
Value$177.0K (-$23.9K)
Filed 2026-11-04
Winthrop Capital Management, LLC
DECREASED
Shares1,578 from 1,580
Change-2 (0%)
Value$161.2K (-$10.8K)
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares1,493 from 1,477
Change+16 (+1%)
Value$152.5K (-$8.7K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$146.6K (-$10.0K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,382 from 1,381
Change+1 (+0%)
Value$141.1K (-$9.6K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares1,366 from 1,540
Change-174 (-11%)
Value$139.5K (-$28.5K)
Filed 2026-10-30
Centerpoint Advisors, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$134 (-$142.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,306 from 1,303
Change+3 (+0%)
Value$133.4K (-$8.7K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$124.4K (-$8.5K)
Filed 2026-10-23
Kennebec Savings Bank
DECREASED
Shares1,094 from 1,179
Change-85 (-7%)
Value$111.8K (-$16.9K)
Filed 2026-10-22
Grey Ledge Advisors, LLC
INCREASED
Shares1,036 from 1,033
Change+3 (+0%)
Value$105.9K (-$6.8K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$104.1K (-$7.1K)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$102 (-$7)
Filed 2026-10-02
KFG LLC
NEW
Shares997
Change+997
Value$101.8K
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares961 from 911
Change+50 (+5%)
Value$98.2K (-$1.2K)
Filed 2026-10-07
Creative Capital Management Investments LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$93.6K (-$6.4K)
Filed 2026-10-28
Maseco LLP
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$90.4K (-$6.2K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$82.5K (-$5.6K)
Filed 2026-10-28
RMG Wealth Management LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$70.6K (-$4.3K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares657 from 619
Change+38 (+6%)
Value$67.1K (-$426)
Filed 2026-10-16
Russell Investments Group, Ltd.
INCREASED
Shares596 from 45
Change+551 (+1224%)
Value$60.9K (+$56.0K)
Filed 2026-11-06
Sage Mountain Advisors LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$57.7K (-$3.9K)
Filed 2026-11-02
James T. Borello RIA
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$52.5K (-$3.6K)
Filed 2026-10-16
UMB Bank, n.a.
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$50.5K (-$3.4K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
DECREASED
Shares480 from 485
Change-5 (-1%)
Value$49.0K (-$3.9K)
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares446 from 358
Change+88 (+25%)
Value$45.5K (+$6.5K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares410
Change+410
Value$41.9K
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares384 from 383
Change+1 (+0%)
Value$39.3K (-$2.6K)
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares357 from 336
Change+21 (+6%)
Value$36.5K (-$195)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares291 from 198
Change+93 (+47%)
Value$29.7K (+$8.1K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares288 from 286
Change+2 (+1%)
Value$29.4K (-$1.8K)
Filed 2026-10-02
Spire Wealth Management
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$28.4K (-$1.9K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares265 from 264
Change+1 (+0%)
Value$27.0K (-$1.7K)
Filed 2026-10-14
Zions Bancorporation, National Association
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$24.6K (-$1.7K)
Filed 2026-11-06
McCarley & Cook Financial Planners
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$22.3K (-$1.5K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares205 from 155
Change+50 (+32%)
Value$21.3K (+$4.6K)
Filed 2026-11-04
Princeton Global Asset Management LLC
INCREASED
Shares189 from 188
Change+1 (+1%)
Value$19.3K (-$1.2K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares185
Change+185
Value$19.0K
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$18.2K (-$1.2K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$17.5K (-$1.2K)
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$16.1K (-$1.1K)
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$16.1K (-$1.1K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$15.4K (-$1.1K)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$15.4K (-$795)
Filed 2026-10-09
DecisionPoint Financial, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$15.1K (-$863)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$13.5K (-$919)
Filed 2026-10-23
Davis Capital Management
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$12.3K (-$835)
Filed 2026-10-08
Kozak & Associates, Inc.
INCREASED
Shares118 from 117
Change+1 (+1%)
Value$12.4K (-$349)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$11.7K (-$800)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$12.2K (-$263)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$10.1K (-$689)
Filed 2026-10-07
Hanson & Doremus Investment Management
DECREASED
Shares95 from 115
Change-20 (-17%)
Value$10 (-$3)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.7K (-$661)
Filed 2026-10-30
First Community Trust NA
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$9.6K (-$654)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
NEW
Shares88
Change+88
Value$9.0K
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares76 from 1
Change+75 (+7500%)
Value$7.8K (+$7.7K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares70 from 79
Change-9 (-11%)
Value$7.2K (-$1.5K)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares62 from 60
Change+2 (+3%)
Value$6.3K (-$242)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$6.2K (-$425)
Filed 2026-10-05
Barrett & Company, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.7K (-$390)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.7K (-$390)
Filed 2026-10-19
Reap Financial Group, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.5K (-$347)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares52 from 60
Change-8 (-13%)
Value$5.3K (-$1.2K)
Filed 2026-10-15
Tower View Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.1K (-$321)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.7K (-$320)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.2K (-$286)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares40
Change+40
Value$4.1K
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.1K (-$278)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares37
Change+37
Value$3.8K
Filed 2026-10-27
Contravisory Investment Management, Inc.
NEW
Shares23
Change+23
Value$2.3K
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.1K (-$146)
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (-$140)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
NEW
Shares17
Change+17
Value$1.7K
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.4K (-$86)
Filed 2026-11-05
Morling Financial Advisors, LLC
NEW
Shares12
Change+12
Value$1.2K
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.2K (-$78)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares10
Change+10
Value$1.0K
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$919 (-$63)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$847 (-$53)
Filed 2026-10-28
Armstrong Advisory Group, Inc
NEW
Shares7
Change+7
Value$716
Filed 2026-10-09
Networth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$206 (-$13)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares1 from 2,276
Change-2,275 (-100%)
Value$102 (-$248.2K)
Filed 2026-11-04
Cornerstone Advisors Asset Management, LLC
CLOSED
Shares0 from 63,149
Change-63,149 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-06
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 7,562
Change-7,562 (-100%)
Value$0 (-$825.1K)
Filed 2026-10-20
Bangor Savings Bank
CLOSED
Shares0 from 3,910
Change-3,910 (-100%)
Value$0 (-$426.6K)
Filed 2026-10-06
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,843
Change-2,843 (-100%)
Value$0 (-$310.2K)
Filed 2026-11-03
Lido Advisors, LLC
CLOSED
Shares0 from 2,728
Change-2,728 (-100%)
Value$0 (-$297.6K)
Filed 2026-11-04
Integrated Advisors Network LLC
CLOSED
Shares0 from 2,553
Change-2,553 (-100%)
Value$0 (-$278.5K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 2,345
Change-2,345 (-100%)
Value$0 (-$255.9K)
Filed 2026-10-27
Avestar Capital, LLC
CLOSED
Shares0 from 2,296
Change-2,296 (-100%)
Value$0 (-$250.5K)
Filed 2026-10-28
Mission Wealth Management, LP
CLOSED
Shares0 from 2,035
Change-2,035 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
CLOSED
Shares0 from 1,921
Change-1,921 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 1,920
Change-1,920 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 1,896
Change-1,896 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-22
HCR Wealth Advisors
CLOSED
Shares0 from 1,888
Change-1,888 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-15
Destiny Capital Corp
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-03
Accel Wealth Management
CLOSED
Shares0 from 1,857
Change-1,857 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-13
Clarity Wealth Development LLC
CLOSED
Shares0 from 1,847
Change-1,847 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-22
Brooklyn FI, LLC
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$70.7K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$53.8K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$52.8K)
Filed 2026-10-29
Park National Corp
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$43.5K)
Filed 2026-10-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$41.1K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$38.2K)
Filed 2026-10-14
Realta Investment Advisors
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-14
Bokf, NA
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-27
Founders Capital Management
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Avion Wealth
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,038,990
Change-1,038,990 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 960,074
Change-960,074 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 834,093
Change-834,093 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 565,677
Change-565,677 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 556,313
Change-556,313 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 545,069
Change-545,069 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 367,902
Change-367,902 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 318,546
Change-318,546 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 280,730
Change-280,730 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 279,896
Change-279,896 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 255,802
Change-255,802 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 230,724
Change-230,724 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 219,289
Change-219,289 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 199,840
Change-199,840 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 188,300
Change-188,300 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 184,101
Change-184,101 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 183,331
Change-183,331 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 161,395
Change-161,395 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 154,964
Change-154,964 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 150,501
Change-150,501 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 142,458
Change-142,458 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 138,743
Change-138,743 (-100%)
Value—
UBS Group AG
N/A
Shares— from 135,160
Change-135,160 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 130,437
Change-130,437 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 129,564
Change-129,564 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 119,184
Change-119,184 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 99,910
Change-99,910 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 99,101
Change-99,101 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 97,845
Change-97,845 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 97,149
Change-97,149 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 94,166
Change-94,166 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 92,717
Change-92,717 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 88,473
Change-88,473 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,389
Change-85,389 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 83,737
Change-83,737 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 80,491
Change-80,491 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 80,103
Change-80,103 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 79,112
Change-79,112 (-100%)
Value—
Nwam LLC
N/A
Shares— from 74,379
Change-74,379 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 72,196
Change-72,196 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 65,181
Change-65,181 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 62,404
Change-62,404 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 59,924
Change-59,924 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 59,287
Change-59,287 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 52,529
Change-52,529 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,001
Change-51,001 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 46,415
Change-46,415 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 44,937
Change-44,937 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 44,826
Change-44,826 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 44,658
Change-44,658 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 42,400
Change-42,400 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 41,022
Change-41,022 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 40,833
Change-40,833 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 40,806
Change-40,806 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,771
Change-37,771 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 37,501
Change-37,501 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 36,613
Change-36,613 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 35,542
Change-35,542 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 35,035
Change-35,035 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 33,764
Change-33,764 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 33,584
Change-33,584 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 33,158
Change-33,158 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 31,412
Change-31,412 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,110
Change-31,110 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 30,194
Change-30,194 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,937
Change-29,937 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 29,831
Change-29,831 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 29,336
Change-29,336 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,972
Change-26,972 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 26,291
Change-26,291 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26,280
Change-26,280 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 26,252
Change-26,252 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,481
Change-25,481 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,002
Change-24,002 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 23,904
Change-23,904 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,261
Change-23,261 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 22,796
Change-22,796 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 22,563
Change-22,563 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,969
Change-21,969 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 21,866
Change-21,866 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,719
Change-21,719 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 21,219
Change-21,219 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,585
Change-20,585 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,786
Change-18,786 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 17,916
Change-17,916 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,758
Change-17,758 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,609
Change-16,609 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,793
Change-15,793 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,737
Change-12,737 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,280
Change-12,280 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,259
Change-11,259 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,157
Change-11,157 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 11,135
Change-11,135 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,472
Change-10,472 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,821
Change-9,821 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 9,564
Change-9,564 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,661
Change-8,661 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,517
Change-8,517 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,962
Change-7,962 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
American Trust
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 827
Change-827 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 765
Change-765 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 710
Change-710 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 471
Change-471 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 465
Change-465 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 430
Change-430 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 336
Change-336 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 316
Change-316 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 165
Change-165 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12
Change-12 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,542,2517,166,475+375,776+5%$781.9M$770.4M-$11.5M2026-11-06
Cannon Financial Strategists, Inc.
DECREASED986,9921,001,138-14,146-1%$109.2M$100.8M-$8.4M2026-10-19
Creative Planning
INCREASED326,508324,356+2,152+1%$35.4M$33.4M-$2.0M2026-11-02
Goelzer Investment Management, Inc.
DECREASED317,704374,631-56,927-15%$40.9M$32.5M-$8.4M2026-10-16
Rodgers & Associates, LTD
DECREASED316,635322,641-6,006-2%$35.2M$32.3M-$2.9M2026-10-20
Fragasso Financial Advisors Inc
INCREASED305,992305,286+706+0%$33.3M$31.5M-$1.8M2026-10-13
Dean, Jacobson Financial Services, LLC
DECREASED287,493288,425-9320%$31.5M$29.4M-$2.1M2026-10-29
Klingman & Associates, LLC
DECREASED278,792279,909-1,1170%$30.5M$28.5M-$2.1M2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED277,278278,220-9420%$30.4M$28.3M-$2.0M2026-10-23
Evensky & Katz LLC
DECREASED246,399254,349-7,950-3%$27.8M$25.2K-$27.7M2026-10-27
One Day In July LLC
INCREASED227,601217,834+9,767+4%$23.8M$23.2M-$518.4K2026-10-30
Wrenne Financial Planning LLC
INCREASED218,606211,985+6,621+3%$23.1M$22.3M-$799.0K2026-10-30
Canandaigua National Bank & Trust Co
DECREASED217,243219,319-2,076-1%$23.9M$22.2M-$1.7M2026-10-07
First National Trust Co
INCREASED211,320210,616+704+0%$23.0M$21.6M-$1.4M2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED201,299200,367+932+0%$21.9M$20.6M-$1.3M2026-10-21
Convergence Financial, LLC
DECREASED193,757381,642-187,885-49%$41.6M$19.8M-$21.8M2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED189,936197,628-7,692-4%$21.1M$19.4M-$1.6M2026-10-13
GHP Investment Advisors, Inc.
INCREASED186,468184,716+1,752+1%$20.2M$19.0M-$1.1M2026-10-15
Commonwealth Equity Services, LLC
INCREASED182,052178,621+3,431+2%$19.5M$18.6M-$892.8K2026-11-02
Key FInancial Inc
DECREASED175,583180,724-5,141-3%$19.7M$17.9M-$1.8M2026-11-02
Avantax Planning Partners, Inc.
DECREASED149,857176,693-26,836-15%$19.3M$15.3M-$4.0M2026-11-03
Sage Financial Group Inc
DECREASED148,648152,819-4,171-3%$16.7M$15.2M-$1.5M2026-10-27
Lutz Financial Services LLC
DECREASED134,497136,271-1,774-1%$14.9M$13.7M-$1.1M2026-11-06
Optimist Retirement Group LLC
DECREASED134,347136,908-2,561-2%$14.9M$13.7M-$1.2M2026-10-30
Stevens Capital Partners
INCREASED131,057128,076+2,981+2%$14.0M$13.4M-$586.9K2026-10-29
Triangle Securities Wealth Management
DECREASED120,780124,315-3,535-3%$13.6M$12.3M-$1.2M2026-10-14
Symphony Financial, Ltd. Co.
INCREASED115,13975,656+39,483+52%$8.2M$11.8M+$3.6M2026-10-22
BIP Wealth, LLC
DECREASED110,972121,966-10,994-9%$13.3M$11.3M-$2.0M2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED107,104115,867-8,763-8%$12.6M$10.9K-$12.6M2026-11-02
Asset Dedication, LLC
DECREASED105,961106,354-3930%$11.6M$10.8M-$780.3K2026-11-03
Lpwm LLC
DECREASED100,347101,312-965-1%$11.1M$10.3M-$803.7K2026-10-20
Farther Finance Advisors, LLC
INCREASED100,34243,806+56,536+129%$4.8M$10.2M+$5.5M2026-10-08
Modera Wealth Management, LLC
DECREASED87,41187,923-512-1%$9.6M$8.9M-$664.2K2026-10-28
Diversified Enterprises, LLC
DECREASED87,04687,234-1880%$9.5M$8.9M-$626.3K2026-10-19
Trilogy Capital Inc.
INCREASED85,17881,461+3,717+5%$8.9M$8.7M-$187.3K2026-10-20
Mather Group, Llc.
INCREASED82,43181,169+1,262+2%$8.9M$8.4M-$436.0K2026-10-14
Arnold Financial Planning LLC
INCREASED81,37075,505+5,865+8%$8.2M$8.3M+$73.6K2026-10-20
Leicht Financial Planning & Wealth Management, Inc.
DECREASED77,62778,485-858-1%$8.6M$7.9M-$633.9K2026-11-03
KWB Wealth
DECREASED69,42471,378-1,954-3%$7.8M$7.1M-$696.4K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED68,66968,66900%$7.5M$7.5M$02026-10-06
Farmers & Merchants Trust Co of Chambersburg PA
NEW68,117—+68,117——$7.0K—2026-10-14
Ritholtz Wealth Management
DECREASED64,58468,241-3,657-5%$7.4M$6.6M-$848.5K2026-11-05
Avior Wealth Management, LLC
DECREASED64,48999,126-34,637-35%$10.8M$6.6M-$4.2M2026-10-13
Moneco Advisors, LLC
DECREASED64,08667,943-3,857-6%$7.4M$6.5M-$866.8K2026-11-05
Aire Advisors, LLC
DECREASED62,45366,815-4,362-7%$7.3M$6.4M-$910.6K2026-10-22
Northwest Wealth Management, LLC
DECREASED60,02160,684-663-1%$6.6M$6.1M-$490.1K2026-10-30
Roberts Financial Services LLC
DECREASED58,53461,436-2,902-5%$6.7M$6.0M-$724.0K2026-10-23
Marathon Mission, Inc.
INCREASED54,70754,505+202+0%$5.9M$5.6M-$358.7K2026-10-01
Probity Advisors, Inc.
INCREASED54,51953,973+546+1%$5.9M$5.6M-$319.9K2026-10-23
Savant Capital, LLC
DECREASED54,21790,729-36,512-40%$9.2M$5.5M-$3.7M2026-11-06
Midwest Trust Co
INCREASED53,10352,831+272+1%$5.8M$5.4M-$339.9K2026-10-22
Hamilton Capital, LLC
INCREASED52,74449,600+3,144+6%$5.4M$5.4M-$24.1K2026-10-08
Salomon & Ludwin, LLC
DECREASED49,70650,142-436-1%$5.5M$5.1M-$377.5K2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED49,45853,316-3,858-7%$5.8M$5.1M-$765.1K2026-10-13
New Hampshire Trust
UNCHANGED46,22446,22400%$5.0M$4.7M-$321.7K2026-10-20
Chicago Partners Investment Group LLC
INCREASED42,97839,895+3,083+8%$4.3M$4.5M+$187.4K2026-10-27
Truist Financial Corp
INCREASED39,86238,365+1,497+4%$4.2M$4.1M-$114.2K2026-10-30
Councilor Wealth, LLC
DECREASED38,05440,877-2,823-7%$4.5M$3.9M-$572.9K2026-10-09
Bailard, Inc.
DECREASED37,82338,460-637-2%$4.2M$3.9M-$332.8K2026-10-13
True Blue Financial, LLC
INCREASED36,96826,561+10,407+39%$2.9M$3.8M+$878.2K2026-10-15
Krilogy Financial LLC
DECREASED36,36938,219-1,850-5%$4.2M$3.7M-$422.6K2026-10-13
Univest Financial Corp
INCREASED36,29431,636+4,658+15%$3.5M$3.7M+$255.5K2026-11-05
Paragon Capital Management Ltd
DECREASED34,89234,896-40%$3.8M$3.6M-$243.3K2026-10-09
Carolina Wealth Management Inc
DECREASED34,78735,453-666-2%$3.9M$3.6M-$314.8K2026-10-29
Quartz Partners, LLC
INCREASED34,73121,399+13,332+62%$2.3M$3.5M+$1.2M2026-11-03
Junk Investment Group, LLC
INCREASED33,23829,904+3,334+11%$3.3M$3.4M+$132.5K2026-10-19
Larson Financial Group LLC
DECREASED31,80332,086-283-1%$3.5M$3.2M-$252.2K2026-11-05
Financial Guidance Group, Inc.
DECREASED31,38132,948-1,567-5%$3.6M$3.2M-$389.4K2026-10-21
Tortoise Investment Management, LLC
DECREASED31,34232,052-710-2%$3.5M$3.2M-$295.6K2026-11-06
Collier Financial
INCREASED31,25131,176+75+0%$3.4M$3.2M-$209.3K2026-11-06
Meredith Wealth Planning
DECREASED30,66031,354-694-2%$3.4M$3.1M-$289.1K2026-10-14
Partners in Financial Planning
DECREASED30,55531,729-1,174-4%$3.5M$3.1M-$340.8K2026-11-06
Friday Financial
INCREASED29,2386,977+22,261+319%$747.7K$3.0M+$2.3M2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED28,15628,140+16+0%$3.1M$2.9M-$194.2K2026-10-23
Collective Family Office LLC
DECREASED27,55327,953-400-1%$3.0M$2.8M-$235.4K2026-10-05
Marotta Asset Management
DECREASED27,24329,850-2,607-9%$3.2M$2.8M-$466.6K2026-10-02
Livet Wealth, LLC
DECREASED27,01829,170-2,152-7%$3.2M$2.8M-$422.8K2026-10-27
McMill Wealth Management
NEW26,504—+26,504——$2.7M—2026-11-05
Kestra Advisory Services, LLC
DECREASED26,40633,070-6,664-20%$3.6M$2.7M-$910.9K2026-11-02
Canandaigua National Trust Co of Florida
NEW26,369—+26,369——$2.7M—2026-10-07
Fell Capital Management
DECREASED26,21227,495-1,283-5%$3.0M$2.7M-$322.4K2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED25,63950,259-24,620-49%$5.5M$2.6M-$2.9M2026-10-14
Fifth Third Securities, Inc.
DECREASED25,52625,806-280-1%$2.8M$2.6M-$208.2K2026-10-21
Waller Financial Planning Group, Inc
DECREASED24,98125,140-159-1%$2.7M$2.6M-$191.2K2026-10-07
Parkside Financial Bank & Trust
INCREASED24,40621,255+3,151+15%$2.3M$2.5M+$173.8K2026-10-27
Brookstone Capital Management
DECREASED23,97024,206-236-1%$2.6M$2.4M-$192.5K2026-10-22
Flagship Harbor Advisors, LLC
DECREASED22,50738,302-15,795-41%$4.2M$2.3M-$1.9M2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
DECREASED22,32422,434-1100%$2.4M$2.3M-$167.3K2026-10-28
Leslie Global Wealth, LLC
DECREASED22,08022,587-507-2%$2.5M$2.3M-$209.0K2026-10-26
Valmark Advisers, Inc.
INCREASED21,93221,802+130+1%$2.4M$2.2M-$138.6K2026-11-06
Eclectic Associates Inc
DECREASED21,19021,567-377-2%$2.4M$2.2M-$188.7K2026-10-09
Focus Financial Network, Inc.
DECREASED21,14721,422-275-1%$2.3M$2.2M-$177.2K2026-10-14
Bill Few Associates, Inc.
DECREASED21,11921,175-560%$2.3M$2.2M-$153.1K2026-10-09
Kassira Wealth Management LLC
DECREASED20,90420,990-860%$2.3M$2.1M-$154.9K2026-10-28
Brady Martz Wealth Solutions, LLC
DECREASED20,75621,708-952-4%$2.4M$2.1M-$248.3K2026-11-05
Simon Quick Advisors, LLC
INCREASED20,04919,059+990+5%$2.1M$2.0M-$31.5K2026-10-26
Diversify Advisory Services, LLC
DECREASED19,81719,852-350%$2.2M$2.0M-$106.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED19,81719,852-350%$2.2M$2.0M-$106.8K2026-10-20
Sensible Money, LLC
DECREASED19,60219,795-193-1%$2.2M$2.0M-$157.5K2026-10-20
Ignite Planners, LLC
DECREASED19,52821,213-1,685-8%$2.3M$2.0M-$321.2K2026-10-14
Grey Fox Wealth Advisors, LLC
DECREASED19,39520,190-795-4%$2.2M$2.0M-$221.7K2026-11-03
Trueblood Wealth Management, LLC
DECREASED18,96019,071-111-1%$2.1M$1.9M-$144.1K2026-10-23
Melone Private Wealth, LLC
INCREASED18,57018,500+70+0%$2.0M$1.9M-$121.6K2026-10-16
Allworth Financial LP
INCREASED18,3726,708+11,664+174%$731.9K$2.0M+$1.3M2026-11-06
Oppenheimer & Co Inc
INCREASED18,23817,128+1,110+6%$1.9M$1.9M-$5.8K2026-10-26
Opus Capital Group, LLC
INCREASED18,20018,191+9+0%$2.0M$1.9K-$2.0M2026-10-30
Perigon Wealth Management, LLC
INCREASED18,06117,958+103+1%$2.0M$1.8M-$114.5K2026-10-22
Diversified Trust Co
UNCHANGED18,05318,05300%$2.0M$1.8M-$125.6K2026-11-06
MCF Advisors LLC
DECREASED18,02818,333-305-2%$2.0M$1.8M-$158.8K2026-10-28
Foundation Wealth Management, Llc\pa
DECREASED17,77020,251-2,481-12%$2.2M$1.8M-$394.4K2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED17,36417,342+22+0%$1.9M$1.8M-$118.4K2026-10-16
Courage Miller Partners, LLC
DECREASED17,29717,360-630%$1.9M$1.8M-$127.3K2026-10-21
Blue Capital, Inc.
INCREASED17,25811,587+5,671+49%$1.3M$1.8M+$498.7K2026-10-13
Inspirion Wealth Advisors, LLC
DECREASED17,07317,117-440%$1.9M$1.7M-$119.3K2026-10-09
McAdam, LLC
DECREASED16,74017,302-562-3%$1.9M$1.7M-$177.9K2026-10-21
Phillip James Consulting Co.
DECREASED16,63316,781-148-1%$1.8M$1.7M-$131.9K2026-11-03
CoreCap Advisors, LLC
DECREASED16,51816,823-305-2%$1.8M$1.7M-$148.2K2026-10-08
Avant Financial Advisors LLC
INCREASED15,68214,877+805+5%$1.6M$1.6M-$21.3K2026-11-02
LTG Capital LLC
DECREASED15,56015,689-129-1%$1.7M$1.6M-$122.4K2026-11-04
Oakwell Private Wealth Management, LLC
DECREASED15,31415,586-272-2%$1.7M$1.6M-$136.3K2026-11-06
Summit Wealth Group LLC / Co
DECREASED15,23415,608-374-2%$1.7M$1.6M-$146.9K2026-10-29
ERn Financial, LLC
DECREASED14,88015,232-352-2%$1.7M$1.5M-$142.1K2026-10-28
Altfest L J & Co Inc
DECREASED14,87715,820-943-6%$1.7M$1.5M-$206.4K2026-10-27
Firestone Capital Management
INCREASED14,78714,729+58+0%$1.6M$1.5M-$96.7K2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED14,47014,971-501-3%$1.6M$1.5M-$155.4K2026-10-16
Assetmark, Inc
INCREASED14,4477,681+6,766+88%$838.1K$1.5M+$637.7K2026-10-21
AlphaStar Capital Management, LLC
INCREASED14,19413,340+854+6%$1.5M$1.4M-$5.6K2026-10-16
Meridian Financial Advisors, LLC
DECREASED14,00714,171-164-1%$1.5M$1.4M-$115.4K2026-10-14
Liberty Capital Management, Inc.
UNCHANGED14,00014,00000%$1.5M$1.4M-$97.4K2026-11-02
Kendall Capital Management
DECREASED13,99614,000-40%$1.5M$1.4M-$97.8K2026-10-23
Motive Wealth Advisors
INCREASED13,73413,666+68+1%$1.5M$1.4M-$88.2K2026-10-26
Invera Wealth Advisors, LLC
INCREASED13,70112,967+734+6%$1.4M$1.4M-$15.3K2026-10-28
Acorn Financial Advisory Services Inc
INCREASED13,33513,104+231+2%$1.4M$1.4M-$67.6K2026-11-02
Kelly Financial Group LLC
DECREASED12,68312,760-77-1%$1.4M$1.3M-$96.7K2026-10-16
Occidental Asset Management, LLC
INCREASED12,63412,522+112+1%$1.4M$1.3M-$75.7K2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED12,52413,491-967-7%$1.5M$1.3M-$192.7K2026-10-15
Hardin Capital Partners, LLC
INCREASED12,06812,029+39+0%$1.3M$1.2M-$80.8K2026-10-09
MidAtlantic Capital Management, Inc.
UNCHANGED11,96411,96400%$1.3M$1.2M-$83.3K2026-11-05
American Financial & TAX Strategies Inc
UNCHANGED11,89011,89000%$1.3M$1.2M-$82.8K2026-10-16
Connecticut Wealth Management, LLC
DECREASED11,72811,834-106-1%$1.3M$1.2M-$93.2K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED11,39310,597+796+8%$1.2M$1.2M+$7.6K2026-11-05
Capital Squared Financial LLC
INCREASED11,24610,696+550+5%$1.2M$1.1M-$18.2K2026-10-30
Private Trust Co NA
INCREASED11,05710,884+173+2%$1.2M$1.1M-$58.1K2026-10-20
Inman Jager Wealth Management, LLC
DECREASED11,00511,230-225-2%$1.2M$1.1M-$101.1K2026-11-05
Private Wealth Management Group, LLC
DECREASED10,22810,649-421-4%$1.2M$1.0M-$117.1K2026-10-19
Diligent Investors, LLC
DECREASED10,06610,315-249-2%$1.1M$1.0M-$97.3K2026-10-21
Bernicke Wealth Management, Ltd.
UNCHANGED10,00410,00400%$1.1M$1.0M-$69.6K2026-11-06
Deutsche Bank Ag\
UNCHANGED9,9979,99700%$1.1M$1.0M-$69.6K2026-11-06
Facet Wealth, Inc.
DECREASED9,78810,154-366-4%$1.1M$999.8K-$108.1K2026-11-04
4Wealth Advisors, Inc.
INCREASED9,5898,832+757+9%$960.5K$985.3K+$24.9K2026-10-13
Portside Wealth Group, LLC
INCREASED9,5557,705+1,850+24%$840.7K$976.0K+$135.3K2026-10-20
Fiduciary Alliance LLC
INCREASED9,4779,351+126+1%$1.0M$968.1K-$52.1K2026-10-13
Balance Wealth Partners LLC
DECREASED9,41210,975-1,563-14%$1.2M$961.4K-$236.1K2026-10-27
Highland Financial Advisors, LLC
DECREASED9,15712,179-3,022-25%$1.3M$935.4K-$393.5K2026-10-19
Vise Technologies, Inc.
DECREASED9,05011,019-1,969-18%$1.2M$924.4K-$277.8K2026-10-29
Everhart Financial Group, Inc.
DECREASED8,6668,795-129-1%$959.7K$885.3K-$74.4K2026-10-08
Carter Financial Group, Inc.
DECREASED8,5338,964-431-5%$978.0K$871.7K-$106.4K2026-10-21
RFG Advisory, LLC
INCREASED8,3944,514+3,880+86%$492.5K$857.4K+$364.9K2026-11-03
GFS Advisors, LLC
INCREASED8,107309+7,798+2524%$891.1K$828.0K-$63.1K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED8,1047,771+333+4%$847.9K$827.8K-$20.1K2026-10-16
Clear Retirement Advice LLC
DECREASED7,9938,111-118-1%$885.0K$816.5K-$68.5K2026-10-22
Park Avenue Securities LLC
INCREASED7,9507,345+605+8%$801.0K$812-$800.2K2026-10-26
Burney Co/
DECREASED7,9298,329-400-5%$908.8K$810.0K-$98.8K2026-10-15
Visionary Wealth Advisors
DECREASED7,9178,035-118-1%$876.7K$808.7K-$68.0K2026-11-04
Diversified Investment Strategies, LLC
DECREASED7,8767,926-50-1%$864.8K$804.5K-$60.3K2026-10-28
Yankcom Partnership
DECREASED7,8007,983-183-2%$871.0K$796.8K-$74.3K2026-10-15
Independent Financial Group, LLC
DECREASED7,7768,105-329-4%$884.4K$794.4K-$90.0K2026-10-13
Valley Wealth Managers, Inc.
DECREASED7,6688,141-473-6%$888.3K$783.2K-$105.0K2026-10-09
Atlas Brown,Inc.
DECREASED7,5477,727-180-2%$843.1K$770.9K-$72.2K2026-10-09
IAG Wealth Partners, LLC
DECREASED7,5347,875-341-4%$859.2K$769.6K-$89.6K2026-11-06
Fifth Third Bancorp
DECREASED7,4207,470-50-1%$815.1K$758.0K-$57.1K2026-11-05
Taylor & Morgan Wealth Management, LLC
UNCHANGED7,2327,23200%$789.1K$738.7K-$50.3K2026-10-09
LexAurum Advisors, LLC
INCREASED7,2177,214+3+0%$787.1K$737.3K-$49.9K2026-10-19
Montz Harcus Wealth Management LLC
INCREASED7,1527,036+116+2%$767.7K$730.6K-$37.1K2026-10-09
Lodestar Private Asset Management LLC
DECREASED7,0368,952-1,916-21%$976.7K$718.7K-$258.0K2026-10-26
Root Financial Partners, LLC
UNCHANGED6,8166,81600%$743.7K$696.3K-$47.4K2026-10-21
Insight Advisors, LLC/ PA
INCREASED6,6976,496+201+3%$708.8K$684.1K-$24.7K2026-10-22
Accredited Investors Inc.
INCREASED6,6896,688+1+0%$729.7K$683.2K-$46.5K2026-11-03
Vestia Personal Wealth Advisors
DECREASED6,5896,851-262-4%$747.5K$673.0K-$74.5K2026-10-20
Merit Financial Group, LLC
DECREASED6,4186,613-195-3%$721.5K$655.6K-$65.9K2026-11-06
CogentBlue Wealth Advisors, LLC
DECREASED6,3866,519-133-2%$711.3K$652.3K-$59.0K2026-10-09
US Bancorp \de\
INCREASED6,2926,004+288+5%$655.1K$642.7K-$12.4K2026-11-05
SeaCrest Wealth Management, LLC
DECREASED6,1996,580-381-6%$717.9K$633.2K-$84.7K2026-10-21
Gibbs Wealth Management
INCREASED6,1975,875+322+5%$641.1K$633.0K-$8.1K2026-10-22
CWA Asset Management Group, LLC
UNCHANGED5,9855,98500%$653.0K$611.3K-$41.7K2026-10-19
Fairscale Capital, LLC
INCREASED5,6035,579+24+0%$608.7K$593.6K-$15.1K2026-11-04
Duncker Streett & Co Inc
INCREASED5,5515,548+3+0%$605.3K$567.0K-$38.3K2026-10-27
Jnba Financial Advisors
DECREASED5,5465,825-279-5%$635.6K$566.5K-$69.0K2026-11-03
CIBC Asset Management Inc
NEW5,454—+5,454——$557.1K—2026-11-05
Marble Harbor Investment Counsel, LLC
UNCHANGED5,4505,45000%$594.7K$556.7K-$37.9K2026-11-06
Glenview Trust Co
UNCHANGED5,4265,42600%$592.0K$554.3K-$37.8K2026-10-28
Cornerstone Wealth Management, LLC
DECREASED5,3905,410-200%$590.3K$550.6K-$39.7K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED5,3735,543-170-3%$604.8K$548.9K-$56.0K2026-10-21
Weinberger Asset Management, Inc
UNCHANGED5,3145,31400%$585.7K$542.9K-$42.8K2026-10-28
Compass Ion Advisors, LLC
DECREASED5,2305,232-20%$570.9K$534.3K-$36.6K2026-10-23
HB Wealth Management, LLC
INCREASED5,0383,977+1,061+27%$434.0K$514.7K+$80.7K2026-10-23
Compound Planning, Inc.
DECREASED5,0355,055-200%$551.6K$514.4K-$37.2K2026-11-05
Intrua Financial, LLC
INCREASED4,9634,535+428+9%$494.8K$507.0K+$12.1K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED4,9284,92800%$537.7K$503.4K-$34.3K2026-10-15
Wiregrass Investment Management LLC
INCREASED4,9214,511+410+9%$492.2K$502.7K+$10.5K2026-11-05
Addis & Hill, Inc
UNCHANGED4,8994,89900%$534.5K$534.5K$02026-10-19
One Degree Advisors Inc
INCREASED4,8464,708+138+3%$512.0K$504.6K-$7.4K2026-11-06
SilverOak Wealth Management LLC
UNCHANGED4,8294,82900%$526.9K$493.3K-$33.6K2026-10-29
New England Capital Financial Advisors LLC
INCREASED4,7374,726+11+0%$515.6K$483.8K-$31.8K2026-11-03
Apeiron RIA LLC
INCREASED4,7254,690+35+1%$511.7K$486.7K-$25.0K2026-10-08
CGN Advisors LLC
INCREASED4,6844,592+92+2%$501.0K$478.4K-$22.6K2026-10-21
Anson Capital, Inc.
UNCHANGED4,6334,63300%$505.5K$473.3K-$32.2K2026-10-23
Choreo, LLC
INCREASED4,5604,549+11+0%$496.4K$465.8K-$30.6K2026-10-28
Redwood Park Advisors LLC
INCREASED4,5384,523+15+0%$493.5K$463.5K-$29.9K2026-11-02
Tranquility Partners, LLC
UNCHANGED4,4154,41500%$481.7K$451.0K-$30.7K2026-10-20
HUB Investment Partners, LLC
INCREASED4,4063,639+767+21%$397.0K$450.0K+$53.0K2026-11-03
Equita Financial Network, Inc.
DECREASED4,3334,392-59-1%$479.2K$442.7K-$36.6K2026-10-19
Novem Group
INCREASED4,3324,217+115+3%$460.1K$442.5K-$17.5K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED4,3274,320+7+0%$471.4K$442.0K-$29.4K2026-10-26
WealthPlan Investment Management, LLC
INCREASED4,3084,244+64+2%$463.1K$440.1K-$23.0K2026-10-15
Petersen Hastings Wealth Advisors Inc.
DECREASED4,3064,523-217-5%$493.5K$439.9K-$53.6K2026-10-27
HBK Sorce Advisory LLC
UNCHANGED4,2344,23400%$468.7K$441.6K-$27.0K2026-11-06
Austin Wealth Management, LLC
DECREASED4,2244,382-158-4%$478.8K$436.3K-$42.5K2026-11-06
Market Street Wealth Management Advisors LLC
UNCHANGED4,2084,20800%$459.1K$429.8K-$29.3K2026-10-09
Waldron Private Wealth LLC
UNCHANGED4,1494,14900%$452.7K$423.8K-$28.9K2026-11-02
Marquette Asset Management, LLC
DECREASED4,1484,176-28-1%$455.6K$423.7K-$31.9K2026-10-09
Financial Enhancement Group LLC
DECREASED4,1465,196-1,050-20%$566.9K$426.5K-$140.4K2026-10-08
Richwood Investment Advisors, LLC
DECREASED4,0214,041-200%$440.9K$410.7K-$30.2K2026-10-30
Schear Investment Advisers, LLC
NEW4,018—+4,018——$410.5K—2026-10-14
Tempo Wealth, LLC
INCREASED4,0183,998+20+1%$436.2K$410.5K-$25.8K2026-10-14
Meridian Wealth Management, LLC
DECREASED4,0064,492-486-11%$490.1K$409.2K-$80.9K2026-11-05
Wealth Advisors Northwest LLC
DECREASED3,9654,058-93-2%$442.7K$405.0K-$37.7K2026-10-29
Cornerstone Advisory, LLC
DECREASED3,9614,261-300-7%$464.9K$404.6K-$60.3K2026-11-06
CPC Advisors, LLC
UNCHANGED3,9323,93200%$429.0K$401.7K-$27.4K2026-10-21
Crescent Sterling, Ltd.
UNCHANGED3,9203,92000%$427.7K$400.4K-$27.3K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED3,8183,821-30%$416.9K$390.0K-$26.9K2026-10-27
Sigma Planning Corp
INCREASED3,7003,670+30+1%$400.4K$378.0K-$22.5K2026-10-23
Wealth Management Nebraska
DECREASED3,6763,682-60%$401.8K$375.5K-$26.3K2026-10-26
Intelligence Driven Advisers, LLC
UNCHANGED3,6593,65900%$399.2K$373.8K-$25.5K2026-10-09
G2 Capital Management, LLC / OH
DECREASED3,6474,597-950-21%$501.6K$372.5K-$129.0K2026-10-23
Seed Wealth Management, Inc.
UNCHANGED3,5803,58000%$390.6K$365.7K-$24.9K2026-10-20
Financial Network Wealth Advisors LLC
INCREASED3,5373,063+474+15%$334.2K$361.3K+$27.1K2026-10-28
Equity Wealth Partners, LLC
INCREASED3,4603,459+1+0%$377.4K$353.5K-$24.0K2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED3,4113,41100%$371.2K$350.0K-$21.1K2026-10-08
PNC Financial Services Group, Inc.
INCREASED3,3792,631+748+28%$287.1K$345.2K+$58.1K2026-11-06
Creekside Partners
INCREASED3,3473,346+1+0%$365.0K$341.9K-$23.2K2026-11-04
Morton Brown Family Wealth, LLC
DECREASED3,3153,318-30%$362.0K$338.6K-$23.4K2026-10-23
Amicus Financial Advisors, LLC
DECREASED3,3043,670-366-10%$400.4K$337.5K-$62.9K2026-11-03
Third View Private Wealth, LLC
DECREASED3,2803,527-247-7%$384.8K$335.1K-$49.8K2026-10-30
Narus Financial Partners, LLC
UNCHANGED3,2503,25000%$354.6K$332.0K-$22.6K2026-10-19
Willner & Heller, LLC
DECREASED3,2403,573-333-9%$389.8K$331.0K-$58.9K2026-10-28
Snider Financial Group
UNCHANGED3,2273,22700%$352.1K$329.6K-$22.5K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED3,1893,188+1+0%$347.8K$325.7K-$22.1K2026-10-13
Howard Financial Services, Ltd.
DECREASED3,1863,394-208-6%$370.3K$325.4K-$44.9K2026-10-15
XY Planning Network, Inc.
NEW3,171—+3,171——$323.9K—2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED3,1506,739-3,589-53%$735.3K$321.8K-$413.5K2026-11-05
Pacifica Partners Inc.
DECREASED3,1343,231-97-3%$349.0K$322.8K-$26.3K2026-10-09
Clearstead Advisors, LLC
INCREASED3,0732,603+470+18%$284.0K$313.9K+$29.9K2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED3,0383,03800%$331.5K$310.3K-$21.1K2026-10-19
626 Financial, LLC
UNCHANGED2,9652,96500%$323.5K$302.9K-$20.6K2026-11-04
StoneX Group Inc.
NEW2,917—+2,917——$307.8K—2026-11-03
Collaborative Wealth Managment Inc.
INCREASED2,9082,863+45+2%$312.4K$297.1K-$15.4K2026-11-06
Nestegg Advisors, Inc.
INCREASED2,9082,902+6+0%$316.7K$297.1K-$19.6K2026-10-21
Allodium Investment Consultants, LLC
UNCHANGED2,9082,90800%$317.3K$297.1K-$20.2K2026-10-14
Center for Financial Planning, Inc.
INCREASED2,8662,677+189+7%$292.1K$292.8K+$6732026-10-26
Associated Banc-Corp
UNCHANGED2,8572,85700%$311.7K$291.8K-$19.9K2026-10-30
Eastern Bank
INCREASED2,8471,000+1,847+185%$109.1K$290.8K+$181.7K2026-10-05
Burns Matteson Capital Management, LLC
DECREASED2,8272,920-93-3%$318.6K$288.8K-$29.8K2026-10-16
Sherman Wealth Management LLC
INCREASED2,7342,720+14+1%$296.7K$279.2K-$17.5K2026-10-16
Courier Capital LLC
INCREASED2,6912,678+13+0%$292.2K$274.8K-$17.3K2026-10-19
Cornerstone Planning, LLC
UNCHANGED2,6872,68700%$293.2K$287.2K-$6.0K2026-10-27
Sheets Smith Wealth Management
INCREASED2,6842,676+8+0%$292.0K$274.1K-$17.9K2026-10-16
Paradigm, Strategies in Wealth Management, LLC
DECREASED2,6762,713-37-1%$296.1K$273.4K-$22.7K2026-10-16
Verus Capital Partners, LLC
INCREASED2,6712,666+5+0%$290.9K$272.8K-$18.1K2026-11-03
Capstone Wealth Management Group, LLC
INCREASED2,6282,584+44+2%$281.9K$232.9K-$48.9K2026-11-05
Sovran Advisors, LLC
DECREASED2,6002,718-118-4%$294.6K$277.7K-$16.9K2026-11-02
JIM Saulnier & Associates, LLC
INCREASED2,5592,546+13+1%$277.8K$261.4K-$16.4K2026-11-04
Balefire, LLC
INCREASED2,5352,424+111+5%$264.5K$259.0K-$5.5K2026-10-09
Orin Green Financial, LLC
UNCHANGED2,4892,48900%$271.6K$254.3K-$17.3K2026-10-19
Landmark Wealth Management, LLC
DECREASED2,4652,558-93-4%$279.1K$251.8K-$27.3K2026-11-03
Foster Group, Inc.
UNCHANGED2,4512,45100%$267.5K$250.4K-$17.1K2026-10-13
Capital Investment Advisors, LLC
DECREASED2,4392,458-19-1%$268.2K$249.1K-$19.0K2026-10-22
Forvis Mazars Wealth Advisors, LLC
INCREASED2,4382,334+104+4%$254.7K$249.0K-$5.6K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED2,3642,366-20%$258.2K$241.5K-$16.7K2026-10-20
Trust Co of Vermont
UNCHANGED2,3132,31300%$252.4K$236.3K-$16.1K2026-10-21
Everest Financial Group LLC
INCREASED2,3082,297+11+0%$250.6K$235.8K-$14.8K2026-11-06
Retirement Financial Solutions, LLC
NEW2,279—+2,279——$232.8K—2026-10-20
Pinnacle Bancorp, Inc.
DECREASED2,2632,488-225-9%$271.4K$231.1K-$40.3K2026-10-21
Concord Wealth Partners
DECREASED2,2392,749-510-19%$299.9K$228.8K-$71.1K2026-11-02
Koshinski Asset Management, Inc.
DECREASED2,2352,306-71-3%$251.6K$228.3K-$23.3K2026-10-29
Ballentine Capital Advisors, Inc
DECREASED2,2322,236-40%$244.0K$228.0K-$16.0K2026-10-14
Cathy Pareto & Associates, Inc
DECREASED2,2272,279-52-2%$248.7K$227.6K-$21.2K2026-10-15
SAX Wealth Advisors, LLC
UNCHANGED2,1822,18200%$206.3K$222.9K+$16.5K2026-10-13
Csenge Advisory Group
INCREASED2,1592,150+9+0%$234.6K$220.6K-$14.0K2026-11-04
Evermay Wealth Management LLC
DECREASED2,1552,390-235-10%$260.8K$220.1K-$40.6K2026-11-05
Norden Group LLC
DECREASED2,1102,567-457-18%$280.1K$215.5K-$64.6K2026-10-20
Plancorp, LLC
INCREASED2,0792,040+39+2%$219.9K$220.2K+$2972026-11-03
NorthCrest Asset Manangement, LLC
DECREASED2,0292,098-69-3%$224.8K$209.6K-$15.2K2026-10-13
Delta Capital Management LLC
UNCHANGED2,0002,00000%$218$204-$142026-10-16
Central Trust Co
UNCHANGED1,9231,92300%$209.8K$196.4K-$13.4K2026-11-05
NorthAvenue LLC
DECREASED1,9171,983-66-3%$216.4K$195.8K-$20.6K2026-10-29
Creative Financial Designs Inc
DECREASED1,7331,841-108-6%$200.9K$177.0K-$23.9K2026-11-04
Winthrop Capital Management, LLC
DECREASED1,5781,580-20%$172.0K$161.2K-$10.8K2026-11-05
Abound Wealth Management
INCREASED1,4931,477+16+1%$161.2K$152.5K-$8.7K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED1,4351,43500%$156.6K$146.6K-$10.0K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED1,3821,381+1+0%$150.7K$141.1K-$9.6K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED1,3661,540-174-11%$168.0K$139.5K-$28.5K2026-10-30
Centerpoint Advisors, LLC
UNCHANGED1,3091,30900%$143.0K$134-$142.9K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED1,3061,303+3+0%$142.1K$133.4K-$8.7K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED1,2181,21800%$132.9K$124.4K-$8.5K2026-10-23
Kennebec Savings Bank
DECREASED1,0941,179-85-7%$128.6K$111.8K-$16.9K2026-10-22
Grey Ledge Advisors, LLC
INCREASED1,0361,033+3+0%$112.7K$105.9K-$6.8K2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED1,0201,02000%$111.2K$104.1K-$7.1K2026-11-03
CX Institutional
UNCHANGED1,0001,00000%$109$102-$72026-10-02
KFG LLC
NEW997—+997——$101.8K—2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED961911+50+5%$99.4K$98.2K-$1.2K2026-10-07
Creative Capital Management Investments LLC
UNCHANGED91691600%$99.9K$93.6K-$6.4K2026-10-28
Maseco LLP
UNCHANGED88588500%$96.5K$90.4K-$6.2K2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED80880800%$88.2K$82.5K-$5.6K2026-10-28
RMG Wealth Management LLC
UNCHANGED67567500%$74.9K$70.6K-$4.3K2026-10-26
IFP Advisors, Inc
INCREASED657619+38+6%$67.5K$67.1K-$4262026-10-16
Russell Investments Group, Ltd.
INCREASED59645+551+1224%$4.9K$60.9K+$56.0K2026-11-06
Sage Mountain Advisors LLC
UNCHANGED56556500%$61.6K$57.7K-$3.9K2026-11-02
James T. Borello RIA
UNCHANGED51451400%$56.1K$52.5K-$3.6K2026-10-16
UMB Bank, n.a.
UNCHANGED49449400%$53.9K$50.5K-$3.4K2026-11-06
Ashton Thomas Securities, LLC
DECREASED480485-5-1%$52.9K$49.0K-$3.9K2026-10-26
Register Financial Advisors LLC
INCREASED446358+88+25%$39.1K$45.5K+$6.5K2026-10-23
Laurel Wealth Advisors LLC
NEW410—+410——$41.9K—2026-10-27
Clark Wealth Partners
INCREASED384383+1+0%$41.8K$39.3K-$2.6K2026-10-19
Westside Investment Management, Inc.
INCREASED357336+21+6%$36.7K$36.5K-$1952026-11-02
Lanark Financial, Inc.
INCREASED291198+93+47%$21.6K$29.7K+$8.1K2026-10-26
Versant Capital Management, Inc
INCREASED288286+2+1%$31.2K$29.4K-$1.8K2026-10-02
Spire Wealth Management
UNCHANGED27827800%$30.3K$28.4K-$1.9K2026-10-30
Lodestone Wealth Management LLC
INCREASED265264+1+0%$28.8K$27.0K-$1.7K2026-10-14
Zions Bancorporation, National Association
UNCHANGED24124100%$26.3K$24.6K-$1.7K2026-11-06
McCarley & Cook Financial Planners
UNCHANGED21821800%$23.8K$22.3K-$1.5K2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED205155+50+32%$16.7K$21.3K+$4.6K2026-11-04
Princeton Global Asset Management LLC
INCREASED189188+1+1%$20.5K$19.3K-$1.2K2026-10-21
GK Wealth Management LLC
NEW185—+185——$19.0K—2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED17817800%$19.4K$18.2K-$1.2K2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED17117100%$18.7K$17.5K-$1.2K2026-11-02
Trust Co of Toledo NA
UNCHANGED15815800%$17.2K$16.1K-$1.1K2026-10-16
Rossby Financial, LCC
UNCHANGED15815800%$17.2K$16.1K-$1.1K2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED15115100%$16.5K$15.4K-$1.1K2026-11-04
Bullock Wealth Management Group
UNCHANGED14914900%$16.2K$15.4K-$7952026-10-09
DecisionPoint Financial, LLC
UNCHANGED14714700%$16.0K$15.1K-$8632026-10-27
Financial Consulate, Inc
UNCHANGED13213200%$14.4K$13.5K-$9192026-10-23
Davis Capital Management
UNCHANGED12012000%$13.1K$12.3K-$8352026-10-08
Kozak & Associates, Inc.
INCREASED118117+1+1%$12.8K$12.4K-$3492026-10-29
Cherry Tree Wealth Management, LLC
UNCHANGED11511500%$12.5K$11.7K-$8002026-10-15
Hughes Financial Services, LLC
UNCHANGED11411400%$12.4K$12.2K-$2632026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED999900%$10.8K$10.1K-$6892026-10-07
Hanson & Doremus Investment Management
DECREASED95115-20-17%$13$10-$32026-10-16
MTM Investment Management, LLC
UNCHANGED959500%$10.4K$9.7K-$6612026-10-30
First Community Trust NA
UNCHANGED949400%$10.3K$9.6K-$6542026-10-07
Silver Grove Financial Group, Inc.
NEW88—+88——$9.0K—2026-11-05
Signaturefd, LLC
INCREASED761+75+7500%$121$7.8K+$7.7K2026-10-23
Cape Investment Advisory, Inc.
DECREASED7079-9-11%$8.6K$7.2K-$1.5K2026-10-13
Valley National Advisers Inc
INCREASED6260+2+3%$6.5K$6.3K-$2422026-10-23
Tompkins Financial Corp
UNCHANGED616100%$6.7K$6.2K-$4252026-10-05
Barrett & Company, Inc.
UNCHANGED565600%$6.1K$5.7K-$3902026-10-22
Phillips Financial Management, LLC
UNCHANGED565600%$6.1K$5.7K-$3902026-10-19
Reap Financial Group, LLC
UNCHANGED545400%$5.9K$5.5K-$3472026-11-02
Blue Trust, Inc.
DECREASED5260-8-13%$6.5K$5.3K-$1.2K2026-10-15
Tower View Wealth Management LLC
UNCHANGED505000%$5.4K$5.1K-$3212026-10-23
Costello Asset Management, Inc
UNCHANGED464600%$5.0K$4.7K-$3202026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED414100%$4.5K$4.2K-$2862026-11-04
Provenance Wealth Advisors, LLC
NEW40—+40——$4.1K—2026-10-30
Gamma Investing LLC
UNCHANGED404000%$4.4K$4.1K-$2782026-10-08
Latitude Advisors, LLC
NEW37—+37——$3.8K—2026-10-27
Contravisory Investment Management, Inc.
NEW23—+23——$2.3K—2026-10-13
AlphaCore Capital LLC
UNCHANGED212100%$2.3K$2.1K-$1462026-11-04
Maryland Capital Advisors Inc.
UNCHANGED202000%$2.2K$2.0K-$1402026-10-15
Cassaday & Co Wealth Management LLC
NEW17—+17——$1.7K—2026-10-27
Hurley Capital, LLC
UNCHANGED131300%$1.5K$1.4K-$862026-11-05
Morling Financial Advisors, LLC
NEW12—+12——$1.2K—2026-10-28
Main Street Group, LTD
UNCHANGED111100%$1.2K$1.2K-$782026-10-28
Wealth Analytics Partners, LLC
NEW10—+10——$1.0K—2026-10-19
Golden State Wealth Management, LLC
UNCHANGED9900%$982$919-$632026-11-02
Buck Wealth Strategies, LLC
UNCHANGED8800%$900$847-$532026-10-28
Armstrong Advisory Group, Inc
NEW7—+7——$716—2026-10-09
Networth Advisors, LLC
UNCHANGED2200%$219$206-$132026-11-03
Citigroup Inc
DECREASED12,276-2,275-100%$248.3K$102-$248.2K2026-11-04
Cornerstone Advisors Asset Management, LLC
CLOSED063,149-63,149-100%$6.9M$0-$6.9M2026-11-06
Commonwealth Financial Services, LLC
CLOSED07,562-7,562-100%$825.1K$0-$825.1K2026-10-20
Bangor Savings Bank
CLOSED03,910-3,910-100%$426.6K$0-$426.6K2026-10-06
TBH Global Asset Management, LLC
CLOSED02,843-2,843-100%$310.2K$0-$310.2K2026-11-03
Lido Advisors, LLC
CLOSED02,728-2,728-100%$297.6K$0-$297.6K2026-11-04
Integrated Advisors Network LLC
CLOSED02,553-2,553-100%$278.5K$0-$278.5K2026-10-20
Rockwood Wealth Management, LLC
CLOSED02,345-2,345-100%$255.9K$0-$255.9K2026-10-27
Avestar Capital, LLC
CLOSED02,296-2,296-100%$250.5K$0-$250.5K2026-10-28
Mission Wealth Management, LP
CLOSED02,035-2,035-100%$222.0K$0-$222.0K2026-10-15
Emergent Wealth Advisors, LLC
CLOSED01,921-1,921-100%$209.6K$0-$209.6K2026-10-09
McKinley Carter Wealth Services, Inc.
CLOSED01,920-1,920-100%$209.5K$0-$209.5K2026-10-16
Beaumont Financial Advisors, LLC
CLOSED01,896-1,896-100%$206.9K$0-$206.9K2026-10-22
HCR Wealth Advisors
CLOSED01,888-1,888-100%$206.0K$0-$206.0K2026-10-15
Destiny Capital Corp
CLOSED01,884-1,884-100%$205.6K$0-$205.6K2026-11-03
Accel Wealth Management
CLOSED01,857-1,857-100%$202.6K$0-$202.6K2026-10-13
Clarity Wealth Development LLC
CLOSED01,847-1,847-100%$201.5K$0-$201.5K2026-10-22
Brooklyn FI, LLC
CLOSED0647-647-100%$70.7K$0-$70.7K2026-11-05
International Assets Investment Management, LLC
CLOSED0494-494-100%$53.8K$0-$53.8K2026-11-02
Tucker Asset Management LLC
CLOSED0484-484-100%$52.8K$0-$52.8K2026-10-29
Park National Corp
CLOSED0399-399-100%$43.5K$0-$43.5K2026-10-05
Cornerstone Planning Group LLC
CLOSED0376-376-100%$41.1K$0-$41.1K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0350-350-100%$38.2K$0-$38.2K2026-10-14
Realta Investment Advisors
CLOSED0260-260-100%$28.4K$0-$28.4K2026-10-14
Bokf, NA
CLOSED0160-160-100%$17.5K$0-$17.5K2026-10-27
Founders Capital Management
CLOSED022-22-100%$2.4K$0-$2.4K2026-10-13
Avion Wealth
CLOSED000—$0$0$02026-11-04
Financial Engines Advisors L.L.C.
N/A—1,038,990-1,038,990-100%$113.4M———
Bank of America Corp
N/A—960,074-960,074-100%$104.8M———
NorthRock Partners, LLC
N/A—834,093-834,093-100%$91.0M———
Pacific Life Fund Advisors LLC
N/A—565,677-565,677-100%$61.7M———
Morgan Stanley
N/A—556,313-556,313-100%$60.7M———
Ameriprise Financial Inc
N/A—545,069-545,069-100%$59.6M———
WCG Wealth Advisors LLC
N/A—367,902-367,902-100%$40.1M———
Equitable Holdings, Inc.
N/A—318,546-318,546-100%$34.8M———
Cerity Partners LLC
N/A—280,730-280,730-100%$30.6M———
Focus Partners Wealth
N/A—279,896-279,896-100%$30.5M———
Morningstar Investment Management LLC
N/A—255,802-255,802-100%$24.2M———
Waverly Advisors, LLC
N/A—230,724-230,724-100%$25.2M———
Osaic Holdings, Inc.
N/A—219,289-219,289-100%$23.9M———
HighTower Advisors, LLC
N/A—199,840-199,840-100%$21.8M———
Financial Strategies Group, Inc.
N/A—188,300-188,300-100%$20.6M———
FAS Wealth Partners, Inc.
N/A—184,101-184,101-100%$20.1M———
Wells Fargo & Company
N/A—183,331-183,331-100%$20.0M———
American Financial Advisors, LLC
N/A—161,395-161,395-100%$17.6M———
Envestnet Asset Management Inc
N/A—154,964-154,964-100%$16.9M———
Jones Financial Companies Lllp
N/A—150,501-150,501-100%$16.4M———
Geneos Wealth Management Inc.
N/A—142,458-142,458-100%$15.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—138,743-138,743-100%$15.1M———
UBS Group AG
N/A—135,160-135,160-100%$14.7M———
Baird Financial Group, Inc.
N/A—130,437-130,437-100%$14.2M———
CarsonAllaria Wealth Management, Ltd.
N/A—129,564-129,564-100%$14.1M———
Rothschild Wealth LLC
N/A—119,184-119,184-100%$13.0M———
Focus Partners Advisor Solutions, LLC
N/A—99,910-99,910-100%$10.9M———
N.E.W. Advisory Services LLC
N/A—99,101-99,101-100%$10.8M———
Capasso Planning Partners LLC
N/A—97,845-97,845-100%$10.7M———
Raymond James Financial Inc
N/A—97,149-97,149-100%$10.6M———
Cetera Investment Advisers
N/A—94,166-94,166-100%$10.3M———
Rockbridge Investment Management, LCC
N/A—92,717-92,717-100%$10.1M———
Mariner, LLC
N/A—88,473-88,473-100%$9.7M———
Susquehanna International Group, LLP
N/A—85,389-85,389-100%$9.3M———
TRB Wealth Management, LLC
N/A—83,737-83,737-100%$9.1M———
Goldman Sachs Group Inc
N/A—80,491-80,491-100%$8.8M———
Private Advisor Group, LLC
N/A—80,103-80,103-100%$8.7M———
Mercer Global Advisors Inc
N/A—79,112-79,112-100%$8.6M———
Nwam LLC
N/A—74,379-74,379-100%$8.1M———
Morrissey Wealth Management, LLC
N/A—72,196-72,196-100%$7.5M———
Royal Bank of Canada
N/A—65,181-65,181-100%$7.1M———
Kingsview Wealth Management, LLC
N/A—62,404-62,404-100%$6.8M———
Palisades Hudson Asset Management, L.P.
N/A—59,924-59,924-100%$6.5M———
IHT Wealth Management, LLC
N/A—59,287-59,287-100%$6.5M———
Interactive Financial Advisors, Inc.
N/A—52,529-52,529-100%$5.6M———
MML Investors Services, LLC
N/A—51,001-51,001-100%$5.6M———
Sankala Group LLC
N/A—46,415-46,415-100%$5.1M———
Strategies Wealth Advisors, LLC
N/A—44,937-44,937-100%$4.9M———
Balanced Wealth Group LLC
N/A—44,826-44,826-100%$4.9M———
Compton Financial Group, LLC
N/A—44,658-44,658-100%$4.9M———
TAGStone Capital, Inc.
N/A—42,400-42,400-100%$4.6M———
Gladstone Institutional Advisory LLC
N/A—41,022-41,022-100%$4.5M———
Captrust Financial Advisors
N/A—40,833-40,833-100%$4.5M———
IFG Advisory, LLC
N/A—40,806-40,806-100%$4.5M———
Janney Montgomery Scott LLC
N/A—37,771-37,771-100%$4.1M———
AQR Capital Management LLC
N/A—37,501-37,501-100%$4.1M———
Prestige Wealth Management Group LLC
N/A—36,613-36,613-100%$4.0M———
Pathstone Holdings, LLC
N/A—35,542-35,542-100%$3.9M———
Calton & Associates, Inc.
N/A—35,035-35,035-100%$3.8M———
Integrated Wealth Concepts LLC
N/A—33,764-33,764-100%$3.7M———
Tradition Wealth Management, LLC
N/A—33,584-33,584-100%$3.7M———
Aptus Capital Advisors, LLC
N/A—33,158-33,158-100%$3.6M———
O'shaughnessy Asset Management, LLC
N/A—31,412-31,412-100%$3.4M———
Jane Street Group, LLC
N/A—31,110-31,110-100%$3.4M———
Moneta Group Investment Advisors LLC
N/A—30,194-30,194-100%$3.3M———
JPMorgan Chase & Co
N/A—29,937-29,937-100%$3.3M———
Perennial Investment Advisors, LLC
N/A—29,831-29,831-100%$3.3M———
Pinnacle Family Advisors, LLC
N/A—29,336-29,336-100%$3.2M———
Benjamin Edwards Inc
N/A—26,972-26,972-100%$2.9M———
MidFirst Bank
N/A—26,291-26,291-100%$2.9M———
Global Retirement Partners, LLC
N/A—26,280-26,280-100%$2.9M———
Two Sigma Investments, LP
N/A—26,252-26,252-100%$2.9M———
Flow Traders U.S. LLC
N/A—25,481-25,481-100%$2.8M———
FMR LLC
N/A—25,100-25,100-100%$2.7M———
Savvy Advisors, Inc.
N/A—24,002-24,002-100%$2.6M———
CM Wealth Advisors LLC
N/A—23,904-23,904-100%$2.6M———
MAI Capital Management
N/A—23,261-23,261-100%$2.5M———
Fiduciary Financial Advisors
N/A—22,796-22,796-100%$2.5M———
Indie Asset Partners, LLC
N/A—22,563-22,563-100%$2.5M———
Summit Financial, LLC
N/A—21,969-21,969-100%$2.4M———
Pacific SUN Financial Corp
N/A—21,866-21,866-100%$2.4M———
Mutual Advisors, LLC
N/A—21,719-21,719-100%$2.4M———
Payne Capital Management, LLC
N/A—21,219-21,219-100%$2.3M———
Great Valley Advisor Group, Inc.
N/A—20,585-20,585-100%$2.2M———
EP Wealth Advisors, LLC
N/A—18,786-18,786-100%$2.0M———
Quent Capital, LLC
N/A—17,916-17,916-100%$2.0M———
Sanctuary Advisors, LLC
N/A—17,758-17,758-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—16,609-16,609-100%$1.8M———
XTX Topco Ltd
N/A—15,793-15,793-100%$1.7M———
Quantinno Capital Management LP
N/A—14,581-14,581-100%$1.6M———
Laraway Financial Advisors Inc
N/A—14,171-14,171-100%$1.5M———
Charles Schwab Investment Management Inc
N/A—13,919-13,919-100%$1.5M———
American Investment Services, Inc.
N/A—13,486-13,486-100%$1.5M———
Tower Research Capital LLC (TRC)
N/A—12,737-12,737-100%$1.4M———
NewEdge Advisors, LLC
N/A—12,475-12,475-100%$1.4M———
Texas Yale Capital Corp.
N/A—12,345-12,345-100%$1.3M———
Centaurus Financial, Inc.
N/A—12,343-12,343-100%$1.3M———
Harbour Investments, Inc.
N/A—12,280-12,280-100%$1.3M———
Composition Wealth, LLC
N/A—12,257-12,257-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—11,751-11,751-100%$1.3M———
Financial Advisors Network, Inc.
N/A—11,390-11,390-100%$1.2M———
BlackRock, Inc.
N/A—11,259-11,259-100%$1.2M———
Western Wealth Management, LLC
N/A—11,157-11,157-100%$1.2M———
Graney & King, LLC
N/A—11,135-11,135-100%$1.2M———
Northwestern Mutual Wealth Management Co
N/A—11,110-11,110-100%$1.2M———
Nuveen, LLC
N/A—10,998-10,998-100%$1.2M———
Advisory Services Network, LLC
N/A—10,472-10,472-100%$1.1M———
Arkadios Wealth Advisors
N/A—10,214-10,214-100%$1.1M———
Keystone Financial Group
N/A—10,085-10,085-100%$1.1M———
Arax Advisory Partners
N/A—9,821-9,821-100%$1.1M———
Cvfg LLC
N/A—9,594-9,594-100%$1.0M———
Beckerman Institutional, LLC
N/A—9,564-9,564-100%$1.0M———
BFC Planning, Inc.
N/A—9,032-9,032-100%$985.5K———
Stratos Wealth Advisors, LLC
N/A—9,014-9,014-100%$983.6K———
Beacon Pointe Advisors, LLC
N/A—8,939-8,939-100%$975.3K———
Betterment LLC
N/A—8,902-8,902-100%$971.0K———
Stifel Financial Corp
N/A—8,661-8,661-100%$945.0K———
Vestwell Advisors, LLC
N/A—8,649-8,649-100%$943.6K———
One Capital Management, LLC
N/A—8,545-8,545-100%$808.2K———
Cary Street Partners Investment Advisory LLC
N/A—8,517-8,517-100%$929.3K———
Tiaa Trust, National Association
N/A—8,468-8,468-100%$923.9K———
QRG Capital Management, Inc.
N/A—8,428-8,428-100%$919.6K———
Florida Financial Advisors, LLC
N/A—8,428-8,428-100%$919.7K———
Brown Advisory Inc
N/A—7,962-7,962-100%$868.7K———
Spartan Wealth Advisory Services LLC
N/A—7,466-7,466-100%$814.6K———
Pinnacle Holdings, LLC
N/A—7,414-7,414-100%$809.0K———
OneDigital Investment Advisors LLC
N/A—7,327-7,327-100%$799.5K———
Freedom Investment Management, Inc.
N/A—7,021-7,021-100%$766.1K———
Ameritas Advisory Services, LLC
N/A—6,804-6,804-100%$742.4K———
Vestmark Advisory Solutions, Inc.
N/A—6,620-6,620-100%$722.3K———
Pinnacle Financial Partners, Inc.
N/A—6,194-6,194-100%$675.8K———
Ausdal Financial Partners, Inc.
N/A—6,110-6,110-100%$666.7K———
Seaside Wealth Management, Inc.
N/A—6,084-6,084-100%$663.8K———
Johnson Investment Counsel Inc
N/A—6,010-6,010-100%$655.8K———
Eldridge Investment Advisors, Inc.
N/A—6,009-6,009-100%$655.7K———
Wealthspire Advisors, LLC
N/A—5,999-5,999-100%$654.6K———
GWN Securities Inc.
N/A—5,800-5,800-100%$632.9K———
D. E. Shaw & Co., Inc.
N/A—5,585-5,585-100%$609.4K———
Cary Street Partners Financial LLC
N/A—5,496-5,496-100%$599.7K———
Rialto Wealth Management, LLC
N/A—5,466-5,466-100%$596.4K———
Integrity Wealth Solutions LLC
N/A—5,290-5,290-100%$577.2K———
Sequoia Financial Advisors, LLC
N/A—5,175-5,175-100%$564.6K———
Denver Wealth Management, Inc.
N/A—5,095-5,095-100%$555.9K———
SEI Investments Co
N/A—5,034-5,034-100%$549.3K———
Traction Financial Partners, LLC
N/A—4,935-4,935-100%$538.5K———
HighPoint Advisor Group LLC
N/A—4,712-4,712-100%$514.1K———
Jacobs Equity LLC
N/A—4,617-4,617-100%$503.8K———
Independent Advisor Alliance
N/A—4,559-4,559-100%$497.5K———
Silver OAK Securities, Incorporated
N/A—4,507-4,507-100%$491.8K———
Renaissance Technologies LLC
N/A—4,428-4,428-100%$483.1K———
Topsail Wealth Management, LLC
N/A—4,362-4,362-100%$475.9K———
Blair William & Co
N/A—4,246-4,246-100%$463.3K———
Cresset Asset Management, LLC
N/A—4,201-4,201-100%$458.4K———
IMA Advisory Services, Inc.
N/A—4,132-4,132-100%$450.8K———
Alesco Advisors, LLC, An ESL Co
N/A—4,042-4,042-100%$441.0K———
Argent Trust Co
N/A—3,954-3,954-100%$431.4K———
IF Advisors, LLC
N/A—3,823-3,823-100%$417.1K———
Inspire Advisors, LLC
N/A—3,751-3,751-100%$409.3K———
Silvercrest Asset Management Group LLC
N/A—3,700-3,700-100%$403.7K———
Freestone Capital Holdings, LLC
N/A—3,637-3,637-100%$396.8K———
Tobias Financial Advisors, Inc.
N/A—3,370-3,370-100%$367.7K———
Foundations Investment Advisors, LLC
N/A—3,307-3,307-100%$360.8K———
Principal Securities, Inc.
N/A—3,197-3,197-100%$348.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,151-3,151-100%$343.9K———
American Trust
N/A—3,062-3,062-100%$334.3K———
Allred Capital Management, LLC
N/A—3,030-3,030-100%$330.6K———
Coastwise Capital Group, LLC
N/A—3,024-3,024-100%$330.0K———
Azimuth Capital Investment Management LLC
N/A—2,800-2,800-100%$305.5K———
Avant Capital LLC
N/A—2,779-2,779-100%$303.2K———
Wellspring Financial Advisors, LLC
N/A—2,663-2,663-100%$290.6K———
Team Hewins, LLC
N/A—2,644-2,644-100%$288.5K———
Nicolet Bankshares Inc
N/A—2,610-2,610-100%$281.8K———
Atlantic Union Bankshares Corp
N/A—2,609-2,609-100%$284.6K———
Wallace Advisory Group, LLC
N/A—2,608-2,608-100%$284.6K———
Ballast Advisors LLC
N/A—2,578-2,578-100%$281.3K———
Roberts Glore & Co Inc
N/A—2,504-2,504-100%$273.2K———
Faithward Advisors, LLC
N/A—2,452-2,452-100%$267.6K———
Berger Financial Group, Inc
N/A—2,368-2,368-100%$258.3K———
Tiemann Investment Advisors, LLC
N/A—2,356-2,356-100%$257.1K———
Main Street Financial Solutions, LLC
N/A—2,299-2,299-100%$250.9K———
Windward Private Wealth Management Inc.
N/A—2,266-2,266-100%$247.2K———
Stratos Wealth Partners, Ltd.
N/A—2,242-2,242-100%$244.7K———
Huntington National Bank
N/A—2,219-2,219-100%$242.1K———
Haverford Trust Co
N/A—2,194-2,194-100%$239.4K———
CreativeOne Wealth, LLC
N/A—2,191-2,191-100%$239.1K———
M&T Bank Corp
N/A—2,149-2,149-100%$234.5K———
GTS Securities LLC
N/A—2,067-2,067-100%$225.5K———
Garden State Investment Advisory Services LLC
N/A—2,053-2,053-100%$224.0K———
Advance Capital Management, Inc.
N/A—2,051-2,051-100%$223.8K———
Sachetta, LLC
N/A—2,043-2,043-100%$223.0K———
Measured Wealth Private Client Group, LLC
N/A—2,029-2,029-100%$221.4K———
Wrapmanager Inc
N/A—1,990-1,990-100%$217.1K———
Essex Financial Services, Inc.
N/A—1,908-1,908-100%$208.1K———
Marietta Investment Partners LLC
N/A—1,893-1,893-100%$206.5K———
Synergy Financial Group, LTD
N/A—1,855-1,855-100%$202.4K———
Smartleaf Asset Management LLC
N/A—1,644-1,644-100%$178.8K———
AE Wealth Management LLC
N/A—1,362-1,362-100%$148.6K———
Steward Partners Investment Advisory, LLC
N/A—1,283-1,283-100%$140.0K———
Walsh & Associates, LLC
N/A—1,098-1,098-100%$119.8K———
Tidemark, LLC
N/A—995-995-100%$108.6K———
National Bank of Canada
N/A—827-827-100%$90.2K———
Founders Financial Alliance, LLC
N/A—824-824-100%$89.9K———
Urban Financial Advisory Corp
N/A—765-765-100%$83.5K———
Copia Wealth Management
N/A—710-710-100%$77.5K———
Horizon Investments, LLC
N/A—674-674-100%$73.5K———
Cardiff Park Advisors, LLC
N/A—540-540-100%$58.9K———
Bogart Wealth, LLC
N/A—501-501-100%$54.7K———
Miller Capital Partners, Inc.
N/A—473-473-100%$51.6K———
Brown Brothers Harriman & Co
N/A—471-471-100%$51.4K———
Vanguard Advisers Inc
N/A—465-465-100%$50.7K———
Teachers Insurance & Annuity Association of America
N/A—430-430-100%$46.9K———
ESL Trust Services, LLC
N/A—400-400-100%$43.6K———
Abound Financial, LLC
N/A—382-382-100%$41.7K———
WealthShield Partners, LLC
N/A—345-345-100%$37.6K———
Glassman Wealth Services
N/A—336-336-100%$36.6K———
Glenmede Trust Co NA
N/A—316-316-100%$34.5K———
Bartlett & Co. Wealth Management LLC
N/A—286-286-100%$31.2K———
Basepoint Wealth LLC
N/A—254-254-100%$27.7K———
Rothschild Investment LLC
N/A—215-215-100%$23.5K———
Highland Investment Advisors LLC
N/A—202-202-100%$22.1K———
TD Capital Management LLC
N/A—189-189-100%$20.7K———
Tiaa Wealth Investment Management LLC
N/A—168-168-100%$18.3K———
Morse Asset Management, Inc
N/A—165-165-100%$18.0K———
Caitlin John, LLC
N/A—142-142-100%$15.5K———
Steigerwald, Gordon & Koch Inc.
N/A—127-127-100%$13.8K———
UBS Asset Management Americas LLC
N/A—122-122-100%$13.3K———
Godfrey Financial Associates, Inc.
N/A—91-91-100%$9.9K———
Frazier Financial Advisors, LLC
N/A—72-72-100%$7.9K———
Vision Retirement, LLC
N/A—60-60-100%$6.5K———
Strategic Wealth Partners, Ltd.
N/A—59-59-100%$6.4K———
Front Row Advisors LLC
N/A—35-35-100%$3.9K———
Crewe Advisors LLC
N/A—32-32-100%$3.5K———
GeoWealth Management, LLC
N/A—31-31-100%$3.3K———
Atomic Invest LLC
N/A—28-28-100%$3.1K———
Howe & Rusling Inc
N/A—24-24-100%$2.7K———
FWL Investment Management, LLC
N/A—17-17-100%$1.9K———
Ameritas Investment Partners, Inc.
N/A—15-15-100%$1.6K———
Continuum Advisory, LLC
N/A—14-14-100%$1.5K———
Bank of Montreal
N/A—12-12-100%$1.3K———
Operose Advisors LLC
N/A—11-11-100%$1.2K———
Anchor Bay Capital, Inc.
N/A—10-10-100%$1.1K———
Manning & Napier Advisors LLC
N/A—1-1-100%$158———
SouthState Bank Corp
N/A—1-1-100%$106———
Showing 647 of 647 institutions