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SS Spdr P INT C Corp ETF (SPIB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares7,672,334 from 7,674,046
Change-1,712 (0%)
Value$247.7M (-$9.1M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares7,246,398 from 6,668,535
Change+577,863 (+9%)
Value$233.9M (+$10.8M)
Filed 2026-10-28
Wealth Management Nebraska
INCREASED
Shares7,069,823 from 6,308,768
Change+761,055 (+12%)
Value$228.2M (+$17.1M)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares5,092,280 from 5,299,220
Change-206,940 (-4%)
Value$164.4M (-$12.9M)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares4,764,034 from 4,450,915
Change+313,119 (+7%)
Value$153.8M (+$4.9M)
Filed 2026-10-14
McMill Wealth Management
NEW
Shares2,423,889
Change+2,423,889
Value$78.2M
Filed 2026-11-05
Dodds Wealth, LLC
DECREASED
Shares1,716,411 from 1,745,184
Change-28,773 (-2%)
Value$55.4M (-$3.0M)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED
Shares1,685,935 from 1,624,885
Change+61,050 (+4%)
Value$54.4M (+$53.3K)
Filed 2026-10-16
Stephens Group Asset Management, LLC
INCREASED
Shares1,440,070 from 1,322,807
Change+117,263 (+9%)
Value$46.5M (+$2.2M)
Filed 2026-10-09
MFA Wealth Advisors, LLC
INCREASED
Shares1,422,899 from 245,408
Change+1,177,491 (+480%)
Value$45.9M (+$37.7M)
Filed 2026-10-07
Orange Investment Advisors, Inc.
INCREASED
Shares1,382,436 from 1,339,605
Change+42,831 (+3%)
Value$44.6M (-$198.2K)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares1,370,913 from 1,377,103
Change-6,190 (0%)
Value$44.3M (-$1.8M)
Filed 2026-10-08
Roberts Financial Services LLC
INCREASED
Shares1,213,977 from 1,180,578
Change+33,399 (+3%)
Value$39.2M (-$315.0K)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares1,196,689 from 1,227,129
Change-30,440 (-2%)
Value$38.6M (-$2.4M)
Filed 2026-10-21
Carnegie Investment Counsel
INCREASED
Shares1,135,649 from 1,126,579
Change+9,070 (+1%)
Value$36.7M (-$1.0M)
Filed 2026-10-20
Rockwood Wealth Management, LLC
INCREASED
Shares1,098,547 from 1,073,166
Change+25,381 (+2%)
Value$35.5M (-$447.0K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares1,049,597 from 1,008,318
Change+41,279 (+4%)
Value$33.9M (+$142.7K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares1,040,999 from 883,930
Change+157,069 (+18%)
Value$33.6M (+$4.2M)
Filed 2026-10-08
Concord Asset Management, LLC
INCREASED
Shares1,029,096 from 984,539
Change+44,557 (+5%)
Value$33.2M (+$276.5K)
Filed 2026-11-02
High Probability Advisors, LLC
INCREASED
Shares981,970 from 939,100
Change+42,870 (+5%)
Value$31.7M (+$275.7K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares967,952 from 937,504
Change+30,448 (+3%)
Value$31.2M (-$123.4K)
Filed 2026-10-13
Nottingham Advisors, Inc.
INCREASED
Shares953,764 from 681,369
Change+272,395 (+40%)
Value$30.8M (-$895.7K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares910,484 from 842,398
Change+68,086 (+8%)
Value$29.4M (+$1.2M)
Filed 2026-11-05
Strategic Planning Group, LLC
DECREASED
Shares857,220 from 1,746,523
Change-889,303 (-51%)
Value$27.7M (-$30.8M)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
INCREASED
Shares839,619 from 784,853
Change+54,766 (+7%)
Value$27.1M (+$841.7K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares803,624 from 758,698
Change+44,926 (+6%)
Value$25.9M (+$554.9K)
Filed 2026-10-29
Your Advocates Ltd., LLP
INCREASED
Shares753,285 from 715,395
Change+37,890 (+5%)
Value$24.3M (+$378.9K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares701,919 from 584,745
Change+117,174 (+20%)
Value$22.7M (+$3.1M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares700,000 from 2,255,766
Change-1,555,766 (-69%)
Value$22.6M (-$52.9M)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED
Shares674,553 from 661,145
Change+13,408 (+2%)
Value$21.8M (-$347.4K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
INCREASED
Shares664,847 from 515,982
Change+148,865 (+29%)
Value$21.5M (+$4.2M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares663,895 from 820,897
Change-157,002 (-19%)
Value$10.9M (-$5.9M)
Filed 2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares645,225 from 650,751
Change-5,526 (-1%)
Value$20.8M (-$946.3K)
Filed 2026-10-21
GoalVest Advisory LLC
INCREASED
Shares641,978 from 632,007
Change+9,971 (+2%)
Value$20.7M (-$423.9K)
Filed 2026-10-02
Market Street Wealth Management Advisors LLC
NEW
Shares617,773
Change+617,773
Value$19.9M
Filed 2026-10-09
Truefg, LLC
INCREASED
Shares600,040 from 560,200
Change+39,840 (+7%)
Value$19.4M (+$625.0K)
Filed 2026-10-15
Three Arch Wealth Management LLC
INCREASED
Shares573,432 from 479,301
Change+94,131 (+20%)
Value$18.5M (+$2.5M)
Filed 2026-10-20
Walker Financial Services, Inc.
INCREASED
Shares538,569 from 500,108
Change+38,461 (+8%)
Value$17.4M (+$651.4K)
Filed 2026-10-26
Rational Advisors, Inc.
DECREASED
Shares519,894 from 594,978
Change-75,084 (-13%)
Value$16.8M (-$3.1M)
Filed 2026-11-02
Fortune 45 LLC
INCREASED
Shares504,547 from 495,365
Change+9,182 (+2%)
Value$16.3M (-$288.2K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares468,188 from 432,405
Change+35,783 (+8%)
Value$15.1M (+$644.8K)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares461,716 from 515,103
Change-53,387 (-10%)
Value$14.9K (-$17.2M)
Filed 2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
INCREASED
Shares458,225 from 439,193
Change+19,032 (+4%)
Value$14.8M (+$96.1K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
INCREASED
Shares437,088 from 415,946
Change+21,142 (+5%)
Value$14.1M (+$191.6K)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
INCREASED
Shares423,907 from 415,552
Change+8,355 (+2%)
Value$13.7M (-$249.6K)
Filed 2026-11-04
KWB Wealth
DECREASED
Shares415,981 from 425,676
Change-9,695 (-2%)
Value$13.4M (-$815.3K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares382,536 from 430,914
Change-48,378 (-11%)
Value$12.3M (-$2.1M)
Filed 2026-11-05
Appleton Partners Inc
INCREASED
Shares379,812 from 365,813
Change+13,999 (+4%)
Value$12.3K (-$12.2M)
Filed 2026-10-30
Burns Matteson Capital Management, LLC
DECREASED
Shares349,099 from 350,124
Change-1,025 (0%)
Value$11.3M (-$446.2K)
Filed 2026-10-16
True Blue Financial, LLC
INCREASED
Shares344,771 from 337,154
Change+7,617 (+2%)
Value$11.1M (-$151.9K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares325,912 from 313,094
Change+12,818 (+4%)
Value$10.5M (+$120.1K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares324,771 from 303,236
Change+21,535 (+7%)
Value$10.5M (+$337.3K)
Filed 2026-11-04
Auour Investments LLC
INCREASED
Shares313,069 from 307,853
Change+5,216 (+2%)
Value$10.1M (-$194.9K)
Filed 2026-10-28
Kagan Cocozza Asset Management
INCREASED
Shares306,150 from 273,730
Change+32,420 (+12%)
Value$9.9M (+$723.5K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares303,744 from 245,023
Change+58,721 (+24%)
Value$9.8M (+$1.6M)
Filed 2026-10-14
Sheets Smith Wealth Management
INCREASED
Shares295,336 from 292,770
Change+2,566 (+1%)
Value$9.5M (-$262.6K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares289,555 from 279,999
Change+9,556 (+3%)
Value$9.3M (-$22.0K)
Filed 2026-10-26
Financial Planning Navigators Corp
INCREASED
Shares288,409 from 278,312
Change+10,097 (+4%)
Value$9.3M (-$2.5K)
Filed 2026-10-14
MCF Advisors LLC
DECREASED
Shares278,299 from 306,967
Change-28,668 (-9%)
Value$9.0M (-$1.3M)
Filed 2026-10-28
ARQ Wealth Advisors, LLC
INCREASED
Shares271,110 from 260,749
Change+10,361 (+4%)
Value$8.8M (+$112.8K)
Filed 2026-10-29
Amtrust Financial Services, Inc.
UNCHANGED
Shares270,400 from 270,400
Change0 (0%)
Value$8.7M (-$319.1K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares269,505 from 403,564
Change-134,059 (-33%)
Value$8.7M (-$4.8M)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares264,687 from 255,354
Change+9,333 (+4%)
Value$8.5M (-$49)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares262,335 from 364,182
Change-101,847 (-28%)
Value$8.5M (-$3.7M)
Filed 2026-10-26
Towercrest Capital Management
INCREASED
Shares258,871 from 240,113
Change+18,758 (+8%)
Value$8.4M (+$322.2K)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares256,000 from 219,000
Change+37,000 (+17%)
Value$8.3M (+$935.9K)
Filed 2026-11-03
Forbes Financial Planning, Inc.
INCREASED
Shares253,613 from 251,705
Change+1,908 (+1%)
Value$8.2M (-$235.4K)
Filed 2026-10-23
Leuthold Group, LLC
DECREASED
Shares250,434 from 337,668
Change-87,234 (-26%)
Value$8.1M (-$3.2M)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares244,647 from 199,330
Change+45,317 (+23%)
Value$7.9M (+$1.2M)
Filed 2026-10-27
Fidelity D & D Bancorp Inc
INCREASED
Shares235,120 from 228,877
Change+6,243 (+3%)
Value$7.6M (-$68.6K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares230,564 from 229,234
Change+1,330 (+1%)
Value$7.4K (-$7.7M)
Filed 2026-11-05
Leslie Global Wealth, LLC
INCREASED
Shares229,021 from 217,691
Change+11,330 (+5%)
Value$7.4M (+$108.9K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares228,064 from 233,265
Change-5,201 (-2%)
Value$7.4M (-$442.6K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares226,964 from 218,679
Change+8,285 (+4%)
Value$7.3M (+$9.4K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
DECREASED
Shares222,729 from 233,376
Change-10,647 (-5%)
Value$7.2M (-$619.1K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares217,868 from 232,948
Change-15,080 (-6%)
Value$7.0M (-$761.7K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares211,622 from 191,943
Change+19,679 (+10%)
Value$6.8K (-$6.4M)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
NEW
Shares210,506
Change+210,506
Value$6.8M
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED
Shares203,370 from 194,062
Change+9,308 (+5%)
Value$6.6M (+$140.3K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares201,557 from 158,652
Change+42,905 (+27%)
Value$6.5M (+$1.2M)
Filed 2026-10-09
Koshinski Asset Management, Inc.
DECREASED
Shares197,147 from 198,632
Change-1,485 (-1%)
Value$6.4M (-$282.4K)
Filed 2026-10-29
Visionary Horizons, LLC
INCREASED
Shares189,564 from 187,044
Change+2,520 (+1%)
Value$6.1M (-$139.4K)
Filed 2026-10-22
Alliance Wealth Management Group
INCREASED
Shares182,663 from 171,424
Change+11,239 (+7%)
Value$5.9M (+$160.5K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares178,622 from 193,998
Change-15,376 (-8%)
Value$5.8M (-$725.3K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares177,903 from 132,751
Change+45,152 (+34%)
Value$5.7M (+$1.3M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares174,030 from 60,835
Change+113,195 (+186%)
Value$5.6M (+$3.6M)
Filed 2026-10-29
Aquire Wealth Advisors, LLC
DECREASED
Shares164,044 from 165,882
Change-1,838 (-1%)
Value$5.3M (-$255.1K)
Filed 2026-10-23
1620 Investment Advisors, Inc.
INCREASED
Shares163,970 from 148,865
Change+15,105 (+10%)
Value$5.3M (+$311.9K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares163,889 from 88,018
Change+75,871 (+86%)
Value$5.3M (+$2.3M)
Filed 2026-10-28
Asio Capital, LLC
NEW
Shares148,690
Change+148,690
Value$4.8M
Filed 2026-10-19
Freestate Advisors LLC
DECREASED
Shares145,686 from 153,980
Change-8,294 (-5%)
Value$4.7M (-$449.4K)
Filed 2026-10-09
Wetzel Investment Advisors, Inc.
INCREASED
Shares144,818 from 143,270
Change+1,548 (+1%)
Value$4.7M (-$119.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares143,816 from 141,565
Change+2,251 (+2%)
Value$4.6M (-$94.4K)
Filed 2026-10-22
Diversify Wealth Management, LLC
DECREASED
Shares140,283 from 142,398
Change-2,115 (-1%)
Value$4.6M (-$161.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares140,283 from 142,398
Change-2,115 (-1%)
Value$4.6M (-$161.2K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
INCREASED
Shares136,966 from 28,971
Change+107,995 (+373%)
Value$4.4M (+$3.5M)
Filed 2026-10-05
Accurate Wealth Management, LLC
INCREASED
Shares133,085 from 116,703
Change+16,382 (+14%)
Value$4.3M (+$424.4K)
Filed 2026-10-20
Roan Capital Partners
INCREASED
Shares132,589 from 129,332
Change+3,257 (+3%)
Value$4.3M (-$47.5K)
Filed 2026-10-09
ASL Financial, LLC
INCREASED
Shares128,954 from 125,717
Change+3,237 (+3%)
Value$4.2M (-$43.9K)
Filed 2026-10-15
Aureum Wealth Management, LLC
DECREASED
Shares126,200 from 126,529
Change-329 (0%)
Value$4.1M (-$159.9K)
Filed 2026-10-15
Verus Wealth Management, LLC
INCREASED
Shares119,859 from 75,182
Change+44,677 (+59%)
Value$3.9M (+$1.4M)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
INCREASED
Shares115,375 from 114,267
Change+1,108 (+1%)
Value$3.7M (-$99.1K)
Filed 2026-10-20
Climber Capital SA
INCREASED
Shares114,482 from 113,092
Change+1,390 (+1%)
Value$3.5M (-$272.7K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares100,278 from 103,949
Change-3,671 (-4%)
Value$3.2M (-$241.2K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares96,985 from 80,530
Change+16,455 (+20%)
Value$3.1M (+$436.1K)
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares95,957 from 256,544
Change-160,587 (-63%)
Value$3.1M (-$5.5M)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares94,642 from 88,584
Change+6,058 (+7%)
Value$3.1M (+$91.0K)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares94,271 from 82,411
Change+11,860 (+14%)
Value$3.0M (+$285.6K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares90,710 from 86,539
Change+4,171 (+5%)
Value$2.9M (+$32.5K)
Filed 2026-10-20
Meitav Investment House LTD
INCREASED
Shares90,234 from 68,791
Change+21,443 (+31%)
Value$2.9M (+$607.9K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares87,706 from 85,164
Change+2,542 (+3%)
Value$2.8M (-$18.4K)
Filed 2026-10-21
Aspetuck Financial Management LLC
INCREASED
Shares87,425 from 82,959
Change+4,466 (+5%)
Value$2.8M (+$46.3K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
DECREASED
Shares86,942 from 89,653
Change-2,711 (-3%)
Value$2.8M (-$193.3K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares84,015 from 119,864
Change-35,849 (-30%)
Value$2.7M (-$1.3M)
Filed 2026-10-15
Impact Capital Partners LLC
INCREASED
Shares81,827 from 55,974
Change+25,853 (+46%)
Value$2.6M (+$768.5K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares81,002 from 70,150
Change+10,852 (+15%)
Value$2.6M (+$267.5K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
DECREASED
Shares76,205 from 77,985
Change-1,780 (-2%)
Value$2.5M (-$149.5K)
Filed 2026-10-09
Arrien Investments, Inc.
INCREASED
Shares76,164 from 72,054
Change+4,110 (+6%)
Value$2.5M (+$47.6K)
Filed 2026-10-30
Parsons Capital Management Inc
INCREASED
Shares74,530 from 73,186
Change+1,344 (+2%)
Value$2.4M (-$43.0K)
Filed 2026-10-28
Integrated Capital Management, Inc.
DECREASED
Shares72,994 from 74,404
Change-1,410 (-2%)
Value$2.4M (-$133.3K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
DECREASED
Shares72,047 from 104,909
Change-32,862 (-31%)
Value$2.3M (-$1.2M)
Filed 2026-10-16
United Advisor Group, LLC
DECREASED
Shares69,882 from 104,786
Change-34,904 (-33%)
Value$2.3M (-$1.3M)
Filed 2026-11-03
Crestwood Advisors Group, LLC
INCREASED
Shares69,407 from 63,862
Change+5,545 (+9%)
Value$2.2M (+$103.4K)
Filed 2026-10-27
Hibernia Wealth Partners, LLC
DECREASED
Shares67,956 from 77,707
Change-9,751 (-13%)
Value$2.2M (-$406.5K)
Filed 2026-10-29
Investment Partners, Ltd.
NEW
Shares67,918
Change+67,918
Value$2.2M
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares65,919 from 63,732
Change+2,187 (+3%)
Value$2.1M (-$4.6K)
Filed 2026-11-02
Rinkey Investments
INCREASED
Shares65,414 from 60,896
Change+4,518 (+7%)
Value$2.1M (+$74.0K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares60,285 from 57,438
Change+2,847 (+5%)
Value$1.9M (+$24.1K)
Filed 2026-10-16
First International Bank of Israel Ltd.
INCREASED
Shares59,165 from 55,856
Change+3,309 (+6%)
Value$1.9M (+$40.9K)
Filed 2026-11-04
Gilbert Capital Group, Inc.
INCREASED
Shares58,145 from 56,114
Change+2,031 (+4%)
Value$1.9M (-$657)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares57,420 from 51,636
Change+5,784 (+11%)
Value$1.9M (+$125.8K)
Filed 2026-10-29
Insight Advisors, LLC/ PA
INCREASED
Shares55,088 from 52,878
Change+2,210 (+4%)
Value$1.8M (+$8.9K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
INCREASED
Shares54,278 from 49,322
Change+4,956 (+10%)
Value$1.8M (+$101.8K)
Filed 2026-10-23
River Street Advisors LLC
INCREASED
Shares53,965 from 52,984
Change+981 (+2%)
Value$1.7M (-$30.9K)
Filed 2026-10-22
True Private Wealth Advisors
DECREASED
Shares50,752 from 51,672
Change-920 (-2%)
Value$1.6M (-$90.6K)
Filed 2026-10-19
Center For Asset Management LLC
DECREASED
Shares49,786 from 52,778
Change-2,992 (-6%)
Value$1.6M (-$158.9K)
Filed 2026-10-16
TrueWealth Advisors, LLC
DECREASED
Shares45,050 from 47,372
Change-2,322 (-5%)
Value$1.5M (-$130.9K)
Filed 2026-10-09
Davidson Trust Co
INCREASED
Shares43,672 from 42,778
Change+894 (+2%)
Value$1.4M (-$21.6K)
Filed 2026-10-09
Convergence Financial, LLC
NEW
Shares41,742
Change+41,742
Value$1.3M
Filed 2026-10-27
Advisor OS, LLC
DECREASED
Shares41,738 from 42,002
Change-264 (-1%)
Value$1.3M (-$58.1K)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares41,736 from 41,796
Change-60 (0%)
Value$1.3M (-$51.3K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares41,054 from 40,877
Change+177 (+0%)
Value$1.3M (-$42.5K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares40,465 from 35,710
Change+4,755 (+13%)
Value$1.3M (+$111.4K)
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares39,994 from 347
Change+39,647 (+11426%)
Value$1.3M (+$1.3M)
Filed 2026-10-21
Verdence Capital Advisors LLC
UNCHANGED
Shares39,672 from 39,672
Change0 (0%)
Value$1.3M (-$46.8K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
DECREASED
Shares37,169 from 37,901
Change-732 (-2%)
Value$1.2M (-$68.4K)
Filed 2026-10-19
Paladin Wealth, LLC
DECREASED
Shares36,289 from 38,111
Change-1,822 (-5%)
Value$1.2M (-$103.8K)
Filed 2026-10-23
Apollon Financial, LLC
DECREASED
Shares35,840 from 38,166
Change-2,326 (-6%)
Value$1.2M (-$120.1K)
Filed 2026-10-23
Cornerstone Management, Inc.
INCREASED
Shares34,514 from 33,608
Change+906 (+3%)
Value$1.1M (-$10.4K)
Filed 2026-10-16
Sharper & Granite LLC
DECREASED
Shares33,609 from 34,239
Change-630 (-2%)
Value$1.1M (-$18.4K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares32,540 from 49,612
Change-17,072 (-34%)
Value$1.1M (-$609.6K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
INCREASED
Shares32,202 from 30,814
Change+1,388 (+5%)
Value$1.0M (+$8.4K)
Filed 2026-10-14
Tilia Fiduciary Partners, Inc.
INCREASED
Shares30,314 from 29,985
Change+329 (+1%)
Value$978.5K (-$24.8K)
Filed 2026-10-09
Fifth Third Securities, Inc.
DECREASED
Shares29,743 from 35,115
Change-5,372 (-15%)
Value$960.1K (-$214.8K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares29,473 from 24,767
Change+4,706 (+19%)
Value$951.4K (+$122.7K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares29,107 from 11,335
Change+17,772 (+157%)
Value$939.6K (+$560.3K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares27,168 from 21,759
Change+5,409 (+25%)
Value$877.0K (+$148.9K)
Filed 2026-11-04
Kestra Investment Management, LLC
DECREASED
Shares26,618 from 28,277
Change-1,659 (-6%)
Value$859.2K (-$86.9K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares26,519 from 25,528
Change+991 (+4%)
Value$856.0K (+$1.9K)
Filed 2026-10-05
Balboa Wealth Partners
DECREASED
Shares26,485 from 27,477
Change-992 (-4%)
Value$854.9K (-$64.4K)
Filed 2026-10-20
RKL Wealth Management LLC
INCREASED
Shares25,702 from 25,409
Change+293 (+1%)
Value$829.7K (-$20.5K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,928 from 22,476
Change+2,452 (+11%)
Value$804.7K (+$52.6K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares24,315 from 24,596
Change-281 (-1%)
Value$784.9K (-$38.1K)
Filed 2026-10-28
Prudent Man Advisors, LLC
INCREASED
Shares23,795 from 22,395
Change+1,400 (+6%)
Value$768.2K (+$19.0K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares23,069 from 25,401
Change-2,332 (-9%)
Value$744.7K (-$105.3K)
Filed 2026-10-13
Meyer Handelman Co
NEW
Shares22,687
Change+22,687
Value$732.3K
Filed 2026-10-28
Ballast Rock Private Wealth LLC
INCREASED
Shares22,318 from 22,130
Change+188 (+1%)
Value$720.4K (-$20.0K)
Filed 2026-10-26
Brucke Financial, Inc.
INCREASED
Shares22,224 from 16,734
Change+5,490 (+33%)
Value$717.4K (+$157.5K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares22,032 from 27,172
Change-5,140 (-19%)
Value$711.2K (-$198.0K)
Filed 2026-10-05
Marion Wealth Management
INCREASED
Shares21,045 from 20,290
Change+755 (+4%)
Value$679.3K (+$430)
Filed 2026-10-22
RDA Financial Network
DECREASED
Shares20,594 from 23,218
Change-2,624 (-11%)
Value$664.8K (-$112.1K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares20,282 from 34,642
Change-14,360 (-41%)
Value$654.7K (-$504.4K)
Filed 2026-10-21
Altus Wealth Group LLC
INCREASED
Shares20,271 from 20,007
Change+264 (+1%)
Value$654.4K (-$15.1K)
Filed 2026-10-20
Northbridge Financial Group, LLC
DECREASED
Shares20,139 from 20,589
Change-450 (-2%)
Value$649.9K (-$39.0K)
Filed 2026-11-05
BIP Wealth, LLC
DECREASED
Shares20,014 from 20,307
Change-293 (-1%)
Value$646.1K (-$33.4K)
Filed 2026-10-22
Moneco Advisors, LLC
NEW
Shares19,479
Change+19,479
Value$628.8K
Filed 2026-11-05
Acorn Financial Advisory Services Inc
DECREASED
Shares19,290 from 19,427
Change-137 (-1%)
Value$622.7K (-$27.4K)
Filed 2026-11-02
Portland Financial Advisors Inc
INCREASED
Shares18,820 from 17,310
Change+1,510 (+9%)
Value$607.5K (+$28.3K)
Filed 2026-10-26
Quartz Partners, LLC
NEW
Shares18,634
Change+18,634
Value$601.5K
Filed 2026-11-03
BLB&B Advisors, LLC
DECREASED
Shares18,600 from 18,806
Change-206 (-1%)
Value$600.4K (-$28.8K)
Filed 2026-10-27
Forza Wealth Management, LLC
UNCHANGED
Shares18,510 from 18,510
Change0 (0%)
Value$597.5K (-$21.8K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares16,945 from 14,580
Change+2,365 (+16%)
Value$547.0K (+$59.2K)
Filed 2026-10-23
Realta Investment Advisors
DECREASED
Shares16,915 from 17,383
Change-468 (-3%)
Value$546.0K (-$35.6K)
Filed 2026-10-14
Churchill Financial Advisors, LLC
INCREASED
Shares16,914 from 16,587
Change+327 (+2%)
Value$546.0K (-$9.0K)
Filed 2026-10-20
NBT Bank, N.A.
UNCHANGED
Shares16,731 from 16,731
Change0 (0%)
Value$540.1K (-$19.7K)
Filed 2026-10-21
Wealthstar Advisors, LLC
INCREASED
Shares16,633 from 16,619
Change+14 (+0%)
Value$536.9K (-$19.2K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares16,630 from 16,428
Change+202 (+1%)
Value$536.8K (-$12.9K)
Filed 2026-11-03
SWS Partners
INCREASED
Shares16,254 from 16,140
Change+114 (+1%)
Value$524.7K (-$15.4K)
Filed 2026-10-26
Navigation Wealth Management, Inc.
DECREASED
Shares16,236 from 17,020
Change-784 (-5%)
Value$525.1K (-$44.4K)
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares15,947 from 13,956
Change+1,991 (+14%)
Value$514.8K (+$47.8K)
Filed 2026-10-20
Financial Advisory Partners, LLC
INCREASED
Shares15,372 from 15,262
Change+110 (+1%)
Value$496.2K (-$14.5K)
Filed 2026-10-23
One Way Holdings LLC
UNCHANGED
Shares15,135 from 15,135
Change0 (0%)
Value$488.6K (-$17.9K)
Filed 2026-10-29
Trust Co
INCREASED
Shares15,037 from 10,275
Change+4,762 (+46%)
Value$485.4K (+$141.6K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares14,455 from 15,646
Change-1,191 (-8%)
Value$466.6K (-$56.9K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares14,429 from 15,121
Change-692 (-5%)
Value$465.8K (-$40.2K)
Filed 2026-10-20
LVZ, Inc.
INCREASED
Shares14,255 from 14,162
Change+93 (+1%)
Value$460.2K (-$13.7K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares13,966 from 12,481
Change+1,485 (+12%)
Value$450.8K (+$33.2K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares13,558 from 6,359
Change+7,199 (+113%)
Value$437.7K (+$224.9K)
Filed 2026-10-20
Y.D. More Investments Ltd
INCREASED
Shares13,492 from 9,312
Change+4,180 (+45%)
Value$435.1K (+$124.2K)
Filed 2026-11-02
Asset One Wealth Management LLC
NEW
Shares13,379
Change+13,379
Value$431.9K
Filed 2026-11-02
Curbstone Financial Management Corp
UNCHANGED
Shares13,150 from 13,150
Change0 (0%)
Value$424.5K (-$15.5K)
Filed 2026-10-21
JBR Co Financial Management Inc
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$436.4K (-$2.0K)
Filed 2026-10-13
Elevated Financial Group LLC
NEW
Shares12,941
Change+12,941
Value$417.7K
Filed 2026-10-16
Juncture Wealth Strategies, LLC
INCREASED
Shares12,870 from 12,849
Change+21 (+0%)
Value$415.4K (-$14.5K)
Filed 2026-10-06
Avior Wealth Management, LLC
DECREASED
Shares12,469 from 12,511
Change-42 (0%)
Value$402.5K (-$16.1K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares12,457 from 12,104
Change+353 (+3%)
Value$402.1K (-$2.9K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares12,378 from 11,738
Change+640 (+5%)
Value$399.6K (+$6.8K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares12,071 from 26,411
Change-14,340 (-54%)
Value$389.6K (-$494.1K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares12,067 from 11,342
Change+725 (+6%)
Value$389.5K (+$10.0K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares11,909 from 11,556
Change+353 (+3%)
Value$384.4K (-$2.2K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
INCREASED
Shares11,685 from 11,642
Change+43 (+0%)
Value$377.2K (-$12.4K)
Filed 2026-10-14
Flagstone Financial Management
UNCHANGED
Shares11,531 from 11,531
Change0 (0%)
Value$372.2K (-$13.6K)
Filed 2026-11-05
Elm3 Financial Group, LLC
NEW
Shares11,212
Change+11,212
Value$361.9K
Filed 2026-10-07
Carter Financial Group, Inc.
INCREASED
Shares11,128 from 10,353
Change+775 (+7%)
Value$359.2K (+$12.8K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
INCREASED
Shares10,673 from 10,637
Change+36 (+0%)
Value$344.5K (-$11.4K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
DECREASED
Shares10,647 from 19,392
Change-8,745 (-45%)
Value$343.7K (-$306.7K)
Filed 2026-10-13
Integrity Wealth Partners, LLC
NEW
Shares10,563
Change+10,563
Value$341.0K
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED
Shares10,435 from 10,436
Change-1 (0%)
Value$336.8K (-$12.3K)
Filed 2026-11-02
Stirlingshire Investments, Inc.
INCREASED
Shares10,163 from 9,912
Change+251 (+3%)
Value$328.1K (-$3.6K)
Filed 2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares9,938 from 13,586
Change-3,648 (-27%)
Value$320.8K (-$133.8K)
Filed 2026-10-22
Investment Management Trust, LLC
DECREASED
Shares9,655 from 20,767
Change-11,112 (-54%)
Value$311.7K (-$383.2K)
Filed 2026-11-05
Sound Income Strategies, LLC
DECREASED
Shares9,493 from 12,357
Change-2,864 (-23%)
Value$306.9K (-$106.6K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares9,472 from 6,697
Change+2,775 (+41%)
Value$306.8K (+$82.7K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares9,302 from 7,694
Change+1,608 (+21%)
Value$300.3K (+$42.8K)
Filed 2026-10-29
Legacy CG, LLC
UNCHANGED
Shares8,861 from 8,861
Change0 (0%)
Value$286.0K (-$10.5K)
Filed 2026-10-30
Eclectic Associates Inc
INCREASED
Shares8,617 from 8,293
Change+324 (+4%)
Value$278.2K (+$677)
Filed 2026-10-09
Joel Adams & Associates, Inc.
INCREASED
Shares8,559 from 7,464
Change+1,095 (+15%)
Value$276.3K (+$26.5K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares8,204 from 7,948
Change+256 (+3%)
Value$264.8K (-$1.1K)
Filed 2026-10-22
Balefire, LLC
DECREASED
Shares8,193 from 9,671
Change-1,478 (-15%)
Value$264.5K (-$59.1K)
Filed 2026-10-09
TFB Advisors LLC
DECREASED
Shares7,955 from 8,012
Change-57 (-1%)
Value$256.8K (-$11.3K)
Filed 2026-11-02
Capstone Wealth Management Group, Inc.
INCREASED
Shares7,951 from 7,867
Change+84 (+1%)
Value$256.7K (-$6.6K)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares7,813 from 7,853
Change-40 (-1%)
Value$252.2K (-$10.6K)
Filed 2026-11-05
4Wealth Advisors, Inc.
DECREASED
Shares7,547 from 7,631
Change-84 (-1%)
Value$243.8K (-$12.2K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares7,400 from 7,424
Change-24 (0%)
Value$238.9K (-$9.5K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares7,331 from 6,387
Change+944 (+15%)
Value$236.6K (+$22.9K)
Filed 2026-11-05
Diversified Enterprises, LLC
UNCHANGED
Shares7,231 from 7,231
Change0 (0%)
Value$233.4K (-$8.5K)
Filed 2026-10-19
Old Second National Bank of Aurora
INCREASED
Shares6,963 from 6,900
Change+63 (+1%)
Value$224.8K (-$6.1K)
Filed 2026-10-22
Private Wealth Management Group, LLC
DECREASED
Shares6,720 from 6,890
Change-170 (-2%)
Value$216.9K (-$13.6K)
Filed 2026-10-19
Bulwark Capital Corp
UNCHANGED
Shares6,679 from 6,679
Change0 (0%)
Value$215.6K (-$7.9K)
Filed 2026-10-13
Midwest Trust Co
DECREASED
Shares6,530 from 6,682
Change-152 (-2%)
Value$210.8K (-$12.8K)
Filed 2026-10-22
Phillips Financial Management, LLC
INCREASED
Shares6,353 from 6,337
Change+16 (+0%)
Value$205.1K (-$7.0K)
Filed 2026-10-19
Essex LLC
NEW
Shares6,279
Change+6,279
Value$202.7K
Filed 2026-10-14
Gibbs Wealth Management
NEW
Shares6,259
Change+6,259
Value$202.0K
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares6,162 from 6,109
Change+53 (+1%)
Value$198.9K (-$5.5K)
Filed 2026-10-30
James T. Borello RIA
INCREASED
Shares6,132 from 6,093
Change+39 (+1%)
Value$197.9K (-$5.9K)
Filed 2026-10-16
Waystone Advisors LLC
UNCHANGED
Shares6,003 from 6,003
Change0 (0%)
Value$200.9K ($0)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares5,669
Change+5,669
Value$183.0K
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares5,598 from 5,385
Change+213 (+4%)
Value$180.7K (+$542)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares5,208 from 6,000
Change-792 (-13%)
Value$168.1K (-$32.6K)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares5,195
Change+5,195
Value$167.7K
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares5,026 from 4,794
Change+232 (+5%)
Value$162.2K (+$1.8K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares4,619 from 1,775
Change+2,844 (+160%)
Value$149.1K (+$89.7K)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares4,473 from 4,761
Change-288 (-6%)
Value$144.4K (-$14.9K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares4,219
Change+4,219
Value$136.2K
Filed 2026-10-30
McCarley & Cook Financial Planners
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$128.5K (-$4.7K)
Filed 2026-10-21
Richardson Financial Services Inc.
DECREASED
Shares3,874 from 4,479
Change-605 (-14%)
Value$125.1K (-$24.8K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares3,700 from 4,292
Change-592 (-14%)
Value$119.4K (-$24.2K)
Filed 2026-10-07
Parkside Financial Bank & Trust
INCREASED
Shares3,191 from 3,175
Change+16 (+1%)
Value$103.0K (-$3.2K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares3,155 from 1,001
Change+2,154 (+215%)
Value$101.8K (+$68.4K)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares3,077 from 3,077
Change0 (0%)
Value$99.3K (-$3.6K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$66.4K (-$2.4K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares2,004 from 1,907
Change+97 (+5%)
Value$64.7K (+$883)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares1,868
Change+1,868
Value$60.3K
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares1,867 from 1,074
Change+793 (+74%)
Value$60.3K (+$24.3K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$54.8K (-$2.0K)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$50.8K (-$1.9K)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares1,343 from 1,328
Change+15 (+1%)
Value$43.4K (-$1.1K)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$42.7K (-$1.6K)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$42.3K (-$1.5K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,154 from 1,539
Change-385 (-25%)
Value$37.3K (-$14.2K)
Filed 2026-10-27
City State Bank
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$36.5K (-$1.3K)
Filed 2026-10-20
Abound Wealth Management
NEW
Shares1,090
Change+1,090
Value$35.2K
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares990 from 1,088
Change-98 (-9%)
Value$32.0K (-$4.4K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares955 from 8,469
Change-7,514 (-89%)
Value$30.8K (-$252.5K)
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares861 from 1,130
Change-269 (-24%)
Value$27.8K (-$10.0K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$27.5K (-$1.0K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares851
Change+851
Value$27.5K
Filed 2026-10-21
United Community Bank
INCREASED
Shares822 from 585
Change+237 (+41%)
Value$26.5K (+$7.0K)
Filed 2026-10-28
RMG Wealth Management LLC
DECREASED
Shares808 from 1,009,284
Change-1,008,476 (-100%)
Value$26.4K (-$33.4M)
Filed 2026-10-26
MTM Investment Management, LLC
NEW
Shares766
Change+766
Value$24.7K
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$21.9K (-$801)
Filed 2026-11-05
New England Capital Financial Advisors LLC
NEW
Shares641
Change+641
Value$20.7K
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$20.2K (-$738)
Filed 2026-10-06
Allspring Global Investments Holdings, LLC
NEW
Shares599
Change+599
Value$19.3K
Filed 2026-11-04
Go Invest LLC
INCREASED
Shares564 from 45
Change+519 (+1153%)
Value$18.2K (+$16.7K)
Filed 2026-10-09
Center for Financial Planning, Inc.
INCREASED
Shares523 from 259
Change+264 (+102%)
Value$16.9K (+$8.2K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares428 from 325
Change+103 (+32%)
Value$13.8K (+$2.9K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares393
Change+393
Value$12.7K
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares379 from 375
Change+4 (+1%)
Value$12.2K (-$321)
Filed 2026-10-23
Family Capital Trust Co
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$12.0K (-$440)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
INCREASED
Shares349 from 311
Change+38 (+12%)
Value$11.3K (+$860)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$11.1K (-$443)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares302
Change+302
Value$9.7K
Filed 2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$9.0K (-$330)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares262 from 485
Change-223 (-46%)
Value$8.5K (-$7.8K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$8.1K (-$295)
Filed 2026-10-26
Register Financial Advisors LLC
NEW
Shares241
Change+241
Value$7.8K
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares237 from 234
Change+3 (+1%)
Value$7.7K (-$189)
Filed 2026-11-05
Biltmore Family Office, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$7.5K (-$275)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares220 from 217
Change+3 (+1%)
Value$7.1K (-$153)
Filed 2026-10-09
Evolution Wealth Management Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$7.0K (-$257)
Filed 2026-10-28
Vima LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$6.7K (-$243)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$6.5K (-$238)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$6.2K (-$226)
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$6.0K (-$220)
Filed 2026-10-22
Ascentis Independent Advisors
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$5.7K (-$207)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares175 from 173
Change+2 (+1%)
Value$5.7K (-$139)
Filed 2026-11-03
Reap Financial Group, LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$5.5K (-$200)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$5.0K (-$183)
Filed 2026-11-02
SYM Financial Corp
NEW
Shares154
Change+154
Value$5.0K
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares152 from 62
Change+90 (+145%)
Value$4.9K (+$2.8K)
Filed 2026-10-22
Ashton Thomas Securities, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.6K (-$95)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.5K (-$60)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares31
Change+31
Value$1.0K
Filed 2026-10-27
Networth Advisors, LLC
DECREASED
Shares30 from 3,230
Change-3,200 (-99%)
Value$983 (-$107.1K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$549 (-$20)
Filed 2026-10-16
Kingdom Financial Group Llc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$553 (-$16)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$355 (-$13)
Filed 2026-10-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$262 (-$9)
Filed 2026-10-07
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-11-02
Raleigh Capital Management Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (-$1)
Filed 2026-10-28
Morling Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (-$1)
Filed 2026-10-28
Alps Advisors Inc
CLOSED
Shares0 from 198,945
Change-198,945 (-100%)
Value$0 (-$6.7M)
Filed 2026-11-03
DLK Investment Management, LLC
CLOSED
Shares0 from 112,330
Change-112,330 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-09
Hofer & Associates. Inc
CLOSED
Shares0 from 110,527
Change-110,527 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-13
Econ Financial Services Corp
CLOSED
Shares0 from 29,939
Change-29,939 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-19
Cypress Financial Planning LLC
CLOSED
Shares0 from 17,087
Change-17,087 (-100%)
Value$0 (-$571.7K)
Filed 2026-10-09
Private Wealth Group, LLC
CLOSED
Shares0 from 12,949
Change-12,949 (-100%)
Value$0 (-$433.3K)
Filed 2026-10-19
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 9,861
Change-9,861 (-100%)
Value$0 (-$330.0K)
Filed 2026-10-21
Acropolis Investment Management, LLC
CLOSED
Shares0 from 9,730
Change-9,730 (-100%)
Value$0 (-$325.6K)
Filed 2026-10-08
Stillwater Wealth Management Group
CLOSED
Shares0 from 8,924
Change-8,924 (-100%)
Value$0 (-$298.6K)
Filed 2026-10-21
Howard Bailey Securities, LLC
CLOSED
Shares0 from 7,133
Change-7,133 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-27
Modera Wealth Management, LLC
CLOSED
Shares0 from 6,362
Change-6,362 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-28
Trek Financial, LLC
CLOSED
Shares0 from 6,275
Change-6,275 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-29
Carlson Financial, Inc.
CLOSED
Shares0 from 6,233
Change-6,233 (-100%)
Value$0 (-$208.5K)
Filed 2026-11-05
Global Financial Private Client, LLC
CLOSED
Shares0 from 6,148
Change-6,148 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-15
Triad Wealth Partners, LLC
CLOSED
Shares0 from 6,128
Change-6,128 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 6,116
Change-6,116 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-04
Intrua Financial, LLC
CLOSED
Shares0 from 6,052
Change-6,052 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 6,020
Change-6,020 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-26
BCK Partners, Inc.
CLOSED
Shares0 from 6,005
Change-6,005 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 5,552
Change-5,552 (-100%)
Value$0 (-$183.9K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$37.1K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-04
Brooklyn FI, LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-20
Blue Trust, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$468)
Filed 2026-10-09
Solstein Capital, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$201)
Filed 2026-11-02
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 58,146,645
Change-58,146,645 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 14,630,218
Change-14,630,218 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,100,501
Change-12,100,501 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 11,879,902
Change-11,879,902 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,540,116
Change-11,540,116 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,483,543
Change-7,483,543 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,749,007
Change-5,749,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,284,688
Change-5,284,688 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,281,512
Change-5,281,512 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,457,216
Change-3,457,216 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,976,767
Change-2,976,767 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 2,688,380
Change-2,688,380 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,637,621
Change-2,637,621 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,477,234
Change-2,477,234 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,201,262
Change-2,201,262 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,083,008
Change-2,083,008 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,980,361
Change-1,980,361 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,810,684
Change-1,810,684 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,497,559
Change-1,497,559 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,487,597
Change-1,487,597 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,410,000
Change-1,410,000 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,402,903
Change-1,402,903 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,384,957
Change-1,384,957 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,233,608
Change-1,233,608 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,224,700
Change-1,224,700 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,042,579
Change-1,042,579 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 937,863
Change-937,863 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 927,502
Change-927,502 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 880,809
Change-880,809 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 802,985
Change-802,985 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 796,215
Change-796,215 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 788,820
Change-788,820 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 774,781
Change-774,781 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 759,804
Change-759,804 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 748,378
Change-748,378 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 628,500
Change-628,500 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 617,222
Change-617,222 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 577,336
Change-577,336 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 566,963
Change-566,963 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 559,513
Change-559,513 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 519,935
Change-519,935 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 500,664
Change-500,664 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 491,970
Change-491,970 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 473,606
Change-473,606 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 457,974
Change-457,974 (-100%)
Value—
&partners
N/A
Shares— from 444,123
Change-444,123 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 439,155
Change-439,155 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 436,810
Change-436,810 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 405,538
Change-405,538 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 400,856
Change-400,856 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 390,646
Change-390,646 (-100%)
Value—
State Street Corp
N/A
Shares— from 387,515
Change-387,515 (-100%)
Value—
Allstate Corp
N/A
Shares— from 374,529
Change-374,529 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 340,018
Change-340,018 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 336,162
Change-336,162 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 320,001
Change-320,001 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 316,413
Change-316,413 (-100%)
Value—
Collier Financial
N/A
Shares— from 315,654
Change-315,654 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 306,163
Change-306,163 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 297,511
Change-297,511 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 287,205
Change-287,205 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 276,982
Change-276,982 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 263,457
Change-263,457 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 260,009
Change-260,009 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 259,509
Change-259,509 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 256,474
Change-256,474 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 244,970
Change-244,970 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 237,891
Change-237,891 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 234,371
Change-234,371 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 229,761
Change-229,761 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 217,939
Change-217,939 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 217,622
Change-217,622 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 216,066
Change-216,066 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 212,613
Change-212,613 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 209,001
Change-209,001 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 207,176
Change-207,176 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200,851
Change-200,851 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 194,095
Change-194,095 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 192,445
Change-192,445 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 178,742
Change-178,742 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 175,700
Change-175,700 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 175,696
Change-175,696 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 170,527
Change-170,527 (-100%)
Value—
FDx Advisors, Inc.
N/A
Shares— from 167,438
Change-167,438 (-100%)
Value—
Allianz SE
N/A
Shares— from 156,622
Change-156,622 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 156,234
Change-156,234 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 154,121
Change-154,121 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 152,379
Change-152,379 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 151,071
Change-151,071 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 149,499
Change-149,499 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 147,877
Change-147,877 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 147,115
Change-147,115 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 139,861
Change-139,861 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 139,285
Change-139,285 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 139,271
Change-139,271 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 138,256
Change-138,256 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 137,561
Change-137,561 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 127,768
Change-127,768 (-100%)
Value—
Blair William & Co
N/A
Shares— from 124,849
Change-124,849 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 122,276
Change-122,276 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 121,678
Change-121,678 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 113,051
Change-113,051 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 112,447
Change-112,447 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 112,196
Change-112,196 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 106,115
Change-106,115 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 106,063
Change-106,063 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 103,126
Change-103,126 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 102,411
Change-102,411 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 99,368
Change-99,368 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 98,174
Change-98,174 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 93,847
Change-93,847 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 93,345
Change-93,345 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 92,444
Change-92,444 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 91,648
Change-91,648 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 91,522
Change-91,522 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 90,938
Change-90,938 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 88,104
Change-88,104 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 82,742
Change-82,742 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 80,472
Change-80,472 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 77,324
Change-77,324 (-100%)
Value—
Centennial Bank
N/A
Shares— from 77,298
Change-77,298 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 73,799
Change-73,799 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 68,078
Change-68,078 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 67,060
Change-67,060 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 66,238
Change-66,238 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 61,156
Change-61,156 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 59,664
Change-59,664 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 59,566
Change-59,566 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 59,470
Change-59,470 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 59,338
Change-59,338 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 55,892
Change-55,892 (-100%)
Value—
Stephens Inc
N/A
Shares— from 55,817
Change-55,817 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 54,972
Change-54,972 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 54,077
Change-54,077 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 50,669
Change-50,669 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 50,352
Change-50,352 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 48,813
Change-48,813 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,261
Change-46,261 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 43,662
Change-43,662 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 43,144
Change-43,144 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 42,909
Change-42,909 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 41,399
Change-41,399 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 40,788
Change-40,788 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 39,891
Change-39,891 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 38,879
Change-38,879 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 38,417
Change-38,417 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 37,359
Change-37,359 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 36,557
Change-36,557 (-100%)
Value—
Nwam LLC
N/A
Shares— from 36,083
Change-36,083 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 35,700
Change-35,700 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 34,838
Change-34,838 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 32,227
Change-32,227 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 31,877
Change-31,877 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 30,827
Change-30,827 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 30,667
Change-30,667 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 28,767
Change-28,767 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 28,073
Change-28,073 (-100%)
Value—
Wiregrass Investment Management LLC
N/A
Shares— from 27,823
Change-27,823 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 27,807
Change-27,807 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 27,207
Change-27,207 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 26,902
Change-26,902 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 26,782
Change-26,782 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 26,441
Change-26,441 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 25,596
Change-25,596 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,194
Change-25,194 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 24,307
Change-24,307 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 24,170
Change-24,170 (-100%)
Value—
BNP Paribas
N/A
Shares— from 24,136
Change-24,136 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 23,866
Change-23,866 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,709
Change-23,709 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,240
Change-23,240 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 22,305
Change-22,305 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 22,210
Change-22,210 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 20,538
Change-20,538 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 19,356
Change-19,356 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 19,135
Change-19,135 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 18,990
Change-18,990 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,218
Change-18,218 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 17,399
Change-17,399 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 16,703
Change-16,703 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,290
Change-16,290 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,424
Change-15,424 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 15,376
Change-15,376 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,985
Change-14,985 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 14,371
Change-14,371 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 14,317
Change-14,317 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 14,203
Change-14,203 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 13,740
Change-13,740 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 13,132
Change-13,132 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,023
Change-13,023 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 12,727
Change-12,727 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,314
Change-12,314 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,765
Change-11,765 (-100%)
Value—
GE Investment Management Corp.
N/A
Shares— from 11,588
Change-11,588 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 11,101
Change-11,101 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,066
Change-11,066 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 925
Change-925 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 719
Change-719 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 465
Change-465 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 400
Change-400 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 385
Change-385 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 263
Change-263 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Central Trust Co
N/A
Shares— from 138
Change-138 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 37
Change-37 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 10
Change-10 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED7,672,3347,674,046-1,7120%$256.8M$247.7M-$9.1M2026-11-02
D.A. Davidson & Co.
INCREASED7,246,3986,668,535+577,863+9%$223.1M$233.9M+$10.8M2026-10-28
Wealth Management Nebraska
INCREASED7,069,8236,308,768+761,055+12%$211.1M$228.2M+$17.1M2026-10-26
Assetmark, Inc
DECREASED5,092,2805,299,220-206,940-4%$177.3M$164.4M-$12.9M2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED4,764,0344,450,915+313,119+7%$148.9M$153.8M+$4.9M2026-10-14
McMill Wealth Management
NEW2,423,889—+2,423,889——$78.2M—2026-11-05
Dodds Wealth, LLC
DECREASED1,716,4111,745,184-28,773-2%$58.4M$55.4M-$3.0M2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED1,685,9351,624,885+61,050+4%$54.4M$54.4M+$53.3K2026-10-16
Stephens Group Asset Management, LLC
INCREASED1,440,0701,322,807+117,263+9%$44.3M$46.5M+$2.2M2026-10-09
MFA Wealth Advisors, LLC
INCREASED1,422,899245,408+1,177,491+480%$8.2M$45.9M+$37.7M2026-10-07
Orange Investment Advisors, Inc.
INCREASED1,382,4361,339,605+42,831+3%$44.8M$44.6M-$198.2K2026-10-23
Gradient Investments LLC
DECREASED1,370,9131,377,103-6,1900%$46.1M$44.3M-$1.8M2026-10-08
Roberts Financial Services LLC
INCREASED1,213,9771,180,578+33,399+3%$39.5M$39.2M-$315.0K2026-10-23
CGN Advisors LLC
DECREASED1,196,6891,227,129-30,440-2%$41.1M$38.6M-$2.4M2026-10-21
Carnegie Investment Counsel
INCREASED1,135,6491,126,579+9,070+1%$37.7M$36.7M-$1.0M2026-10-20
Rockwood Wealth Management, LLC
INCREASED1,098,5471,073,166+25,381+2%$35.9M$35.5M-$447.0K2026-10-27
Concord Wealth Partners
INCREASED1,049,5971,008,318+41,279+4%$33.7M$33.9M+$142.7K2026-11-02
Apella Capital, LLC
INCREASED1,040,999883,930+157,069+18%$29.4M$33.6M+$4.2M2026-10-08
Concord Asset Management, LLC
INCREASED1,029,096984,539+44,557+5%$32.9M$33.2M+$276.5K2026-11-02
High Probability Advisors, LLC
INCREASED981,970939,100+42,870+5%$31.4M$31.7M+$275.7K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED967,952937,504+30,448+3%$31.4M$31.2M-$123.4K2026-10-13
Nottingham Advisors, Inc.
INCREASED953,764681,369+272,395+40%$31.7M$30.8M-$895.7K2026-10-29
Occidental Asset Management, LLC
INCREASED910,484842,398+68,086+8%$28.2M$29.4M+$1.2M2026-11-05
Strategic Planning Group, LLC
DECREASED857,2201,746,523-889,303-51%$58.4M$27.7M-$30.8M2026-10-22
Willow Creek Wealth Management Inc.
INCREASED839,619784,853+54,766+7%$26.3M$27.1M+$841.7K2026-10-26
Integrity Alliance, Llc.
INCREASED803,624758,698+44,926+6%$25.4M$25.9M+$554.9K2026-10-29
Your Advocates Ltd., LLP
INCREASED753,285715,395+37,890+5%$23.9M$24.3M+$378.9K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED701,919584,745+117,174+20%$19.6M$22.7M+$3.1M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED700,0002,255,766-1,555,766-69%$75.5M$22.6M-$52.9M2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED674,553661,145+13,408+2%$22.1M$21.8M-$347.4K2026-10-15
Symphony Financial, Ltd. Co.
INCREASED664,847515,982+148,865+29%$17.3M$21.5M+$4.2M2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED663,895820,897-157,002-19%$16.9M$10.9M-$5.9M2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED645,225650,751-5,526-1%$21.8M$20.8M-$946.3K2026-10-21
GoalVest Advisory LLC
INCREASED641,978632,007+9,971+2%$21.1M$20.7M-$423.9K2026-10-02
Market Street Wealth Management Advisors LLC
NEW617,773—+617,773——$19.9M—2026-10-09
Truefg, LLC
INCREASED600,040560,200+39,840+7%$18.7M$19.4M+$625.0K2026-10-15
Three Arch Wealth Management LLC
INCREASED573,432479,301+94,131+20%$16.0M$18.5M+$2.5M2026-10-20
Walker Financial Services, Inc.
INCREASED538,569500,108+38,461+8%$16.7M$17.4M+$651.4K2026-10-26
Rational Advisors, Inc.
DECREASED519,894594,978-75,084-13%$19.9M$16.8M-$3.1M2026-11-02
Fortune 45 LLC
INCREASED504,547495,365+9,182+2%$16.6M$16.3M-$288.2K2026-10-14
Truist Financial Corp
INCREASED468,188432,405+35,783+8%$14.5M$15.1M+$644.8K2026-10-30
Park Avenue Securities LLC
DECREASED461,716515,103-53,387-10%$17.2M$14.9K-$17.2M2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
INCREASED458,225439,193+19,032+4%$14.7M$14.8M+$96.1K2026-11-03
Integral Investment Advisors, Inc.
INCREASED437,088415,946+21,142+5%$13.9M$14.1M+$191.6K2026-11-03
Union Bancaire Privee, UBP SA
INCREASED423,907415,552+8,355+2%$13.9M$13.7M-$249.6K2026-11-04
KWB Wealth
DECREASED415,981425,676-9,695-2%$14.2M$13.4M-$815.3K2026-10-16
Bank of New York Mellon Corp
DECREASED382,536430,914-48,378-11%$14.4M$12.3M-$2.1M2026-11-05
Appleton Partners Inc
INCREASED379,812365,813+13,999+4%$12.2M$12.3K-$12.2M2026-10-30
Burns Matteson Capital Management, LLC
DECREASED349,099350,124-1,0250%$11.7M$11.3M-$446.2K2026-10-16
True Blue Financial, LLC
INCREASED344,771337,154+7,617+2%$11.3M$11.1M-$151.9K2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED325,912313,094+12,818+4%$10.4M$10.5M+$120.1K2026-10-13
Pinion Investment Advisors, LLC
INCREASED324,771303,236+21,535+7%$10.1M$10.5M+$337.3K2026-11-04
Auour Investments LLC
INCREASED313,069307,853+5,216+2%$10.3M$10.1M-$194.9K2026-10-28
Kagan Cocozza Asset Management
INCREASED306,150273,730+32,420+12%$9.2M$9.9M+$723.5K2026-10-19
Columbus Macro, LLC
INCREASED303,744245,023+58,721+24%$8.2M$9.8M+$1.6M2026-10-14
Sheets Smith Wealth Management
INCREASED295,336292,770+2,566+1%$9.8M$9.5M-$262.6K2026-10-16
Lanark Financial, Inc.
INCREASED289,555279,999+9,556+3%$9.4M$9.3M-$22.0K2026-10-26
Financial Planning Navigators Corp
INCREASED288,409278,312+10,097+4%$9.3M$9.3M-$2.5K2026-10-14
MCF Advisors LLC
DECREASED278,299306,967-28,668-9%$10.3M$9.0M-$1.3M2026-10-28
ARQ Wealth Advisors, LLC
INCREASED271,110260,749+10,361+4%$8.6M$8.8M+$112.8K2026-10-29
Amtrust Financial Services, Inc.
UNCHANGED270,400270,40000%$9.0M$8.7M-$319.1K2026-10-19
Commonwealth Equity Services, LLC
DECREASED269,505403,564-134,059-33%$13.5M$8.7M-$4.8M2026-11-02
Nilsine Partners, LLC
INCREASED264,687255,354+9,333+4%$8.5M$8.5M-$492026-11-02
Flagship Harbor Advisors, LLC
DECREASED262,335364,182-101,847-28%$12.2M$8.5M-$3.7M2026-10-26
Towercrest Capital Management
INCREASED258,871240,113+18,758+8%$8.0M$8.4M+$322.2K2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED256,000219,000+37,000+17%$7.3M$8.3M+$935.9K2026-11-03
Forbes Financial Planning, Inc.
INCREASED253,613251,705+1,908+1%$8.4M$8.2M-$235.4K2026-10-23
Leuthold Group, LLC
DECREASED250,434337,668-87,234-26%$11.3M$8.1M-$3.2M2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED244,647199,330+45,317+23%$6.7M$7.9M+$1.2M2026-10-27
Fidelity D & D Bancorp Inc
INCREASED235,120228,877+6,243+3%$7.7M$7.6M-$68.6K2026-11-05
Thrivent Financial for Lutherans
INCREASED230,564229,234+1,330+1%$7.7M$7.4K-$7.7M2026-11-05
Leslie Global Wealth, LLC
INCREASED229,021217,691+11,330+5%$7.3M$7.4M+$108.9K2026-10-26
Sigma Planning Corp
DECREASED228,064233,265-5,201-2%$7.8M$7.4M-$442.6K2026-10-23
Courier Capital LLC
INCREASED226,964218,679+8,285+4%$7.3M$7.3M+$9.4K2026-10-19
Guardian Asset Advisors, LLC
DECREASED222,729233,376-10,647-5%$7.8M$7.2M-$619.1K2026-10-16
MGO One Seven LLC
DECREASED217,868232,948-15,080-6%$7.8M$7.0M-$761.7K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED211,622191,943+19,679+10%$6.4M$6.8K-$6.4M2026-11-02
LFA - Lugano Financial Advisors SA
NEW210,506—+210,506——$6.8M—2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED203,370194,062+9,308+5%$6.4M$6.6M+$140.3K2026-10-21
Breakwater Capital Group
INCREASED201,557158,652+42,905+27%$5.3M$6.5M+$1.2M2026-10-09
Koshinski Asset Management, Inc.
DECREASED197,147198,632-1,485-1%$6.6M$6.4M-$282.4K2026-10-29
Visionary Horizons, LLC
INCREASED189,564187,044+2,520+1%$6.3M$6.1M-$139.4K2026-10-22
Alliance Wealth Management Group
INCREASED182,663171,424+11,239+7%$5.7M$5.9M+$160.5K2026-10-29
Farther Finance Advisors, LLC
DECREASED178,622193,998-15,376-8%$6.5M$5.8M-$725.3K2026-10-08
Kestra Advisory Services, LLC
INCREASED177,903132,751+45,152+34%$4.4M$5.7M+$1.3M2026-11-02
Vise Technologies, Inc.
INCREASED174,03060,835+113,195+186%$2.0M$5.6M+$3.6M2026-10-29
Aquire Wealth Advisors, LLC
DECREASED164,044165,882-1,838-1%$5.6M$5.3M-$255.1K2026-10-23
1620 Investment Advisors, Inc.
INCREASED163,970148,865+15,105+10%$5.0M$5.3M+$311.9K2026-11-04
Clear Creek Financial Management, LLC
INCREASED163,88988,018+75,871+86%$2.9M$5.3M+$2.3M2026-10-28
Asio Capital, LLC
NEW148,690—+148,690——$4.8M—2026-10-19
Freestate Advisors LLC
DECREASED145,686153,980-8,294-5%$5.2M$4.7M-$449.4K2026-10-09
Wetzel Investment Advisors, Inc.
INCREASED144,818143,270+1,548+1%$4.8M$4.7M-$119.1K2026-10-13
Perigon Wealth Management, LLC
INCREASED143,816141,565+2,251+2%$4.7M$4.6M-$94.4K2026-10-22
Diversify Wealth Management, LLC
DECREASED140,283142,398-2,115-1%$4.7M$4.6M-$161.2K2026-10-20
Diversify Advisory Services, LLC
DECREASED140,283142,398-2,115-1%$4.7M$4.6M-$161.2K2026-10-20
Rosenberg Matthew Hamilton
INCREASED136,96628,971+107,995+373%$969.4K$4.4M+$3.5M2026-10-05
Accurate Wealth Management, LLC
INCREASED133,085116,703+16,382+14%$3.9M$4.3M+$424.4K2026-10-20
Roan Capital Partners
INCREASED132,589129,332+3,257+3%$4.3M$4.3M-$47.5K2026-10-09
ASL Financial, LLC
INCREASED128,954125,717+3,237+3%$4.2M$4.2M-$43.9K2026-10-15
Aureum Wealth Management, LLC
DECREASED126,200126,529-3290%$4.2M$4.1M-$159.9K2026-10-15
Verus Wealth Management, LLC
INCREASED119,85975,182+44,677+59%$2.5M$3.9M+$1.4M2026-10-13
Wealth Advisory Solutions, LLC
INCREASED115,375114,267+1,108+1%$3.8M$3.7M-$99.1K2026-10-20
Climber Capital SA
INCREASED114,482113,092+1,390+1%$3.8M$3.5M-$272.7K2026-10-20
PFG Advisors
DECREASED100,278103,949-3,671-4%$3.5M$3.2M-$241.2K2026-10-16
TD Private Client Wealth LLC
INCREASED96,98580,530+16,455+20%$2.7M$3.1M+$436.1K2026-10-28
Ignite Planners, LLC
DECREASED95,957256,544-160,587-63%$8.6M$3.1M-$5.5M2026-10-14
Wilkerson Advisory Group LLC
INCREASED94,64288,584+6,058+7%$3.0M$3.1M+$91.0K2026-10-20
Trilogy Capital Inc.
INCREASED94,27182,411+11,860+14%$2.8M$3.0M+$285.6K2026-10-20
Private Trust Co NA
INCREASED90,71086,539+4,171+5%$2.9M$2.9M+$32.5K2026-10-20
Meitav Investment House LTD
INCREASED90,23468,791+21,443+31%$2.3M$2.9M+$607.9K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED87,70685,164+2,542+3%$2.8M$2.8M-$18.4K2026-10-21
Aspetuck Financial Management LLC
INCREASED87,42582,959+4,466+5%$2.8M$2.8M+$46.3K2026-11-04
Dynamic Wealth Strategies, LLC
DECREASED86,94289,653-2,711-3%$3.0M$2.8M-$193.3K2026-10-16
Mission Wealth Management, LP
DECREASED84,015119,864-35,849-30%$4.0M$2.7M-$1.3M2026-10-15
Impact Capital Partners LLC
INCREASED81,82755,974+25,853+46%$1.9M$2.6M+$768.5K2026-10-22
Fifth Third Bancorp
INCREASED81,00270,150+10,852+15%$2.3M$2.6M+$267.5K2026-11-05
Gilpin Wealth Management, LLC
DECREASED76,20577,985-1,780-2%$2.6M$2.5M-$149.5K2026-10-09
Arrien Investments, Inc.
INCREASED76,16472,054+4,110+6%$2.4M$2.5M+$47.6K2026-10-30
Parsons Capital Management Inc
INCREASED74,53073,186+1,344+2%$2.4M$2.4M-$43.0K2026-10-28
Integrated Capital Management, Inc.
DECREASED72,99474,404-1,410-2%$2.5M$2.4M-$133.3K2026-10-09
Onyx Bridge Wealth Group LLC
DECREASED72,047104,909-32,862-31%$3.5M$2.3M-$1.2M2026-10-16
United Advisor Group, LLC
DECREASED69,882104,786-34,904-33%$3.5M$2.3M-$1.3M2026-11-03
Crestwood Advisors Group, LLC
INCREASED69,40763,862+5,545+9%$2.1M$2.2M+$103.4K2026-10-27
Hibernia Wealth Partners, LLC
DECREASED67,95677,707-9,751-13%$2.6M$2.2M-$406.5K2026-10-29
Investment Partners, Ltd.
NEW67,918—+67,918——$2.2M—2026-10-29
Golden State Wealth Management, LLC
INCREASED65,91963,732+2,187+3%$2.1M$2.1M-$4.6K2026-11-02
Rinkey Investments
INCREASED65,41460,896+4,518+7%$2.0M$2.1M+$74.0K2026-10-28
IFP Advisors, Inc
INCREASED60,28557,438+2,847+5%$1.9M$1.9M+$24.1K2026-10-16
First International Bank of Israel Ltd.
INCREASED59,16555,856+3,309+6%$1.9M$1.9M+$40.9K2026-11-04
Gilbert Capital Group, Inc.
INCREASED58,14556,114+2,031+4%$1.9M$1.9M-$6572026-10-28
Integrity Advisory Solutions, LLC
INCREASED57,42051,636+5,784+11%$1.7M$1.9M+$125.8K2026-10-29
Insight Advisors, LLC/ PA
INCREASED55,08852,878+2,210+4%$1.8M$1.8M+$8.9K2026-10-22
Mascagni Wealth Management, Inc.
INCREASED54,27849,322+4,956+10%$1.7M$1.8M+$101.8K2026-10-23
River Street Advisors LLC
INCREASED53,96552,984+981+2%$1.8M$1.7M-$30.9K2026-10-22
True Private Wealth Advisors
DECREASED50,75251,672-920-2%$1.7M$1.6M-$90.6K2026-10-19
Center For Asset Management LLC
DECREASED49,78652,778-2,992-6%$1.8M$1.6M-$158.9K2026-10-16
TrueWealth Advisors, LLC
DECREASED45,05047,372-2,322-5%$1.6M$1.5M-$130.9K2026-10-09
Davidson Trust Co
INCREASED43,67242,778+894+2%$1.4M$1.4M-$21.6K2026-10-09
Convergence Financial, LLC
NEW41,742—+41,742——$1.3M—2026-10-27
Advisor OS, LLC
DECREASED41,73842,002-264-1%$1.4M$1.3M-$58.1K2026-11-03
E&G Advisors, LLC
DECREASED41,73641,796-600%$1.4M$1.3M-$51.3K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED41,05440,877+177+0%$1.4M$1.3M-$42.5K2026-10-30
Atria Investments, Inc
INCREASED40,46535,710+4,755+13%$1.2M$1.3M+$111.4K2026-10-15
Albion Financial Group
INCREASED39,994347+39,647+11426%$11.6K$1.3M+$1.3M2026-10-21
Verdence Capital Advisors LLC
UNCHANGED39,67239,67200%$1.3M$1.3M-$46.8K2026-10-26
Acorn Wealth Advisors, LLC
DECREASED37,16937,901-732-2%$1.3M$1.2M-$68.4K2026-10-19
Paladin Wealth, LLC
DECREASED36,28938,111-1,822-5%$1.3M$1.2M-$103.8K2026-10-23
Apollon Financial, LLC
DECREASED35,84038,166-2,326-6%$1.3M$1.2M-$120.1K2026-10-23
Cornerstone Management, Inc.
INCREASED34,51433,608+906+3%$1.1M$1.1M-$10.4K2026-10-16
Sharper & Granite LLC
DECREASED33,60934,239-630-2%$1.1M$1.1M-$18.4K2026-11-02
Bailard, Inc.
DECREASED32,54049,612-17,072-34%$1.7M$1.1M-$609.6K2026-10-13
Meridian Financial Advisors, LLC
INCREASED32,20230,814+1,388+5%$1.0M$1.0M+$8.4K2026-10-14
Tilia Fiduciary Partners, Inc.
INCREASED30,31429,985+329+1%$1.0M$978.5K-$24.8K2026-10-09
Fifth Third Securities, Inc.
DECREASED29,74335,115-5,372-15%$1.2M$960.1K-$214.8K2026-10-21
Oppenheimer & Co Inc
INCREASED29,47324,767+4,706+19%$828.7K$951.4K+$122.7K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED29,10711,335+17,772+157%$379.3K$939.6K+$560.3K2026-10-16
Citigroup Inc
INCREASED27,16821,759+5,409+25%$728.1K$877.0K+$148.9K2026-11-04
Kestra Investment Management, LLC
DECREASED26,61828,277-1,659-6%$946.1K$859.2K-$86.9K2026-11-04
Eastern Bank
INCREASED26,51925,528+991+4%$854.2K$856.0K+$1.9K2026-10-05
Balboa Wealth Partners
DECREASED26,48527,477-992-4%$919.4K$854.9K-$64.4K2026-10-20
RKL Wealth Management LLC
INCREASED25,70225,409+293+1%$850.2K$829.7K-$20.5K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED24,92822,476+2,452+11%$752.1K$804.7K+$52.6K2026-10-13
Choreo, LLC
DECREASED24,31524,596-281-1%$823.0K$784.9K-$38.1K2026-10-28
Prudent Man Advisors, LLC
INCREASED23,79522,395+1,400+6%$749.2K$768.2K+$19.0K2026-11-03
Independent Financial Group, LLC
DECREASED23,06925,401-2,332-9%$849.9K$744.7K-$105.3K2026-10-13
Meyer Handelman Co
NEW22,687—+22,687——$732.3K—2026-10-28
Ballast Rock Private Wealth LLC
INCREASED22,31822,130+188+1%$740.5K$720.4K-$20.0K2026-10-26
Brucke Financial, Inc.
INCREASED22,22416,734+5,490+33%$559.9K$717.4K+$157.5K2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED22,03227,172-5,140-19%$909.2K$711.2K-$198.0K2026-10-05
Marion Wealth Management
INCREASED21,04520,290+755+4%$678.9K$679.3K+$4302026-10-22
RDA Financial Network
DECREASED20,59423,218-2,624-11%$776.9K$664.8K-$112.1K2026-10-15
Axxcess Wealth Management, LLC
DECREASED20,28234,642-14,360-41%$1.2M$654.7K-$504.4K2026-10-21
Altus Wealth Group LLC
INCREASED20,27120,007+264+1%$669.5K$654.4K-$15.1K2026-10-20
Northbridge Financial Group, LLC
DECREASED20,13920,589-450-2%$688.9K$649.9K-$39.0K2026-11-05
BIP Wealth, LLC
DECREASED20,01420,307-293-1%$679.5K$646.1K-$33.4K2026-10-22
Moneco Advisors, LLC
NEW19,479—+19,479——$628.8K—2026-11-05
Acorn Financial Advisory Services Inc
DECREASED19,29019,427-137-1%$650.0K$622.7K-$27.4K2026-11-02
Portland Financial Advisors Inc
INCREASED18,82017,310+1,510+9%$579.2K$607.5K+$28.3K2026-10-26
Quartz Partners, LLC
NEW18,634—+18,634——$601.5K—2026-11-03
BLB&B Advisors, LLC
DECREASED18,60018,806-206-1%$629.3K$600.4K-$28.8K2026-10-27
Forza Wealth Management, LLC
UNCHANGED18,51018,51000%$619.3K$597.5K-$21.8K2026-10-20
Simplicity Wealth,LLC
INCREASED16,94514,580+2,365+16%$487.8K$547.0K+$59.2K2026-10-23
Realta Investment Advisors
DECREASED16,91517,383-468-3%$581.6K$546.0K-$35.6K2026-10-14
Churchill Financial Advisors, LLC
INCREASED16,91416,587+327+2%$555.0K$546.0K-$9.0K2026-10-20
NBT Bank, N.A.
UNCHANGED16,73116,73100%$559.8K$540.1K-$19.7K2026-10-21
Wealthstar Advisors, LLC
INCREASED16,63316,619+14+0%$556.1K$536.9K-$19.2K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED16,63016,428+202+1%$549.7K$536.8K-$12.9K2026-11-03
SWS Partners
INCREASED16,25416,140+114+1%$540.0K$524.7K-$15.4K2026-10-26
Navigation Wealth Management, Inc.
DECREASED16,23617,020-784-5%$569.5K$525.1K-$44.4K2026-11-03
Norden Group LLC
INCREASED15,94713,956+1,991+14%$467.0K$514.8K+$47.8K2026-10-20
Financial Advisory Partners, LLC
INCREASED15,37215,262+110+1%$510.7K$496.2K-$14.5K2026-10-23
One Way Holdings LLC
UNCHANGED15,13515,13500%$506.4K$488.6K-$17.9K2026-10-29
Trust Co
INCREASED15,03710,275+4,762+46%$343.8K$485.4K+$141.6K2026-10-09
Focus Financial Network, Inc.
DECREASED14,45515,646-1,191-8%$523.5K$466.6K-$56.9K2026-10-14
Integrated Advisors Network LLC
DECREASED14,42915,121-692-5%$506.0K$465.8K-$40.2K2026-10-20
LVZ, Inc.
INCREASED14,25514,162+93+1%$473.9K$460.2K-$13.7K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED13,96612,481+1,485+12%$417.6K$450.8K+$33.2K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED13,5586,359+7,199+113%$212.8K$437.7K+$224.9K2026-10-20
Y.D. More Investments Ltd
INCREASED13,4929,312+4,180+45%$311.0K$435.1K+$124.2K2026-11-02
Asset One Wealth Management LLC
NEW13,379—+13,379——$431.9K—2026-11-02
Curbstone Financial Management Corp
UNCHANGED13,15013,15000%$440.0K$424.5K-$15.5K2026-10-21
JBR Co Financial Management Inc
UNCHANGED13,10013,10000%$438.3K$436.4K-$2.0K2026-10-13
Elevated Financial Group LLC
NEW12,941—+12,941——$417.7K—2026-10-16
Juncture Wealth Strategies, LLC
INCREASED12,87012,849+21+0%$429.9K$415.4K-$14.5K2026-10-06
Avior Wealth Management, LLC
DECREASED12,46912,511-420%$418.6K$402.5K-$16.1K2026-10-13
Perryman Financial Advisory Inc
INCREASED12,45712,104+353+3%$405.0K$402.1K-$2.9K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED12,37811,738+640+5%$392.8K$399.6K+$6.8K2026-10-26
RFG Advisory, LLC
DECREASED12,07126,411-14,340-54%$883.7K$389.6K-$494.1K2026-11-03
Verus Capital Partners, LLC
INCREASED12,06711,342+725+6%$379.5K$389.5K+$10.0K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED11,90911,556+353+3%$386.7K$384.4K-$2.2K2026-10-29
Alliance Wealth Advisors, LLC
INCREASED11,68511,642+43+0%$389.5K$377.2K-$12.4K2026-10-14
Flagstone Financial Management
UNCHANGED11,53111,53100%$385.8K$372.2K-$13.6K2026-11-05
Elm3 Financial Group, LLC
NEW11,212—+11,212——$361.9K—2026-10-07
Carter Financial Group, Inc.
INCREASED11,12810,353+775+7%$346.4K$359.2K+$12.8K2026-10-21
Wealthcare Capital Partners, LLC
INCREASED10,67310,637+36+0%$355.9K$344.5K-$11.4K2026-10-21
SAX Wealth Advisors, LLC
DECREASED10,64719,392-8,745-45%$650.4K$343.7K-$306.7K2026-10-13
Integrity Wealth Partners, LLC
NEW10,563—+10,563——$341.0K—2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED10,43510,436-10%$349.2K$336.8K-$12.3K2026-11-02
Stirlingshire Investments, Inc.
INCREASED10,1639,912+251+3%$331.7K$328.1K-$3.6K2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED9,93813,586-3,648-27%$454.6K$320.8K-$133.8K2026-10-22
Investment Management Trust, LLC
DECREASED9,65520,767-11,112-54%$694.9K$311.7K-$383.2K2026-11-05
Sound Income Strategies, LLC
DECREASED9,49312,357-2,864-23%$413.5K$306.9K-$106.6K2026-10-09
StoneX Group Inc.
INCREASED9,4726,697+2,775+41%$224.1K$306.8K+$82.7K2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED9,3027,694+1,608+21%$257.4K$300.3K+$42.8K2026-10-29
Legacy CG, LLC
UNCHANGED8,8618,86100%$296.5K$286.0K-$10.5K2026-10-30
Eclectic Associates Inc
INCREASED8,6178,293+324+4%$277.5K$278.2K+$6772026-10-09
Joel Adams & Associates, Inc.
INCREASED8,5597,464+1,095+15%$249.8K$276.3K+$26.5K2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED8,2047,948+256+3%$265.9K$264.8K-$1.1K2026-10-22
Balefire, LLC
DECREASED8,1939,671-1,478-15%$323.6K$264.5K-$59.1K2026-10-09
TFB Advisors LLC
DECREASED7,9558,012-57-1%$268.1K$256.8K-$11.3K2026-11-02
Capstone Wealth Management Group, Inc.
INCREASED7,9517,867+84+1%$263.2K$256.7K-$6.6K2026-10-19
Naples Global Advisors, LLC
DECREASED7,8137,853-40-1%$262.8K$252.2K-$10.6K2026-11-05
4Wealth Advisors, Inc.
DECREASED7,5477,631-84-1%$256.0K$243.8K-$12.2K2026-10-13
PDS Planning, Inc
DECREASED7,4007,424-240%$248.4K$238.9K-$9.5K2026-11-03
Rossby Financial, LCC
INCREASED7,3316,387+944+15%$213.7K$236.6K+$22.9K2026-11-05
Diversified Enterprises, LLC
UNCHANGED7,2317,23100%$241.9K$233.4K-$8.5K2026-10-19
Old Second National Bank of Aurora
INCREASED6,9636,900+63+1%$230.9K$224.8K-$6.1K2026-10-22
Private Wealth Management Group, LLC
DECREASED6,7206,890-170-2%$230.5K$216.9K-$13.6K2026-10-19
Bulwark Capital Corp
UNCHANGED6,6796,67900%$223.5K$215.6K-$7.9K2026-10-13
Midwest Trust Co
DECREASED6,5306,682-152-2%$223.6K$210.8K-$12.8K2026-10-22
Phillips Financial Management, LLC
INCREASED6,3536,337+16+0%$212.1K$205.1K-$7.0K2026-10-19
Essex LLC
NEW6,279—+6,279——$202.7K—2026-10-14
Gibbs Wealth Management
NEW6,259—+6,259——$202.0K—2026-10-22
Caldwell Trust Co
INCREASED6,1626,109+53+1%$204.4K$198.9K-$5.5K2026-10-30
James T. Borello RIA
INCREASED6,1326,093+39+1%$203.9K$197.9K-$5.9K2026-10-16
Waystone Advisors LLC
UNCHANGED6,0036,00300%$200.9K$200.9K$02026-10-16
Latitude Advisors, LLC
NEW5,669—+5,669——$183.0K—2026-10-27
CoreCap Advisors, LLC
INCREASED5,5985,385+213+4%$180.2K$180.7K+$5422026-10-08
EverSource Wealth Advisors, LLC
DECREASED5,2086,000-792-13%$200.8K$168.1K-$32.6K2026-11-04
DeDora Capital, Inc.
NEW5,195—+5,195——$167.7K—2026-10-26
Cape Investment Advisory, Inc.
INCREASED5,0264,794+232+5%$160.4K$162.2K+$1.8K2026-10-13
Mather Group, Llc.
INCREASED4,6191,775+2,844+160%$59.4K$149.1K+$89.7K2026-10-14
US Bancorp \de\
DECREASED4,4734,761-288-6%$159.3K$144.4K-$14.9K2026-11-05
Provenance Wealth Advisors, LLC
NEW4,219—+4,219——$136.2K—2026-10-30
McCarley & Cook Financial Planners
UNCHANGED3,9803,98000%$133.2K$128.5K-$4.7K2026-10-21
Richardson Financial Services Inc.
DECREASED3,8744,479-605-14%$149.9K$125.1K-$24.8K2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED3,7004,292-592-14%$143.6K$119.4K-$24.2K2026-10-07
Parkside Financial Bank & Trust
INCREASED3,1913,175+16+1%$106.2K$103.0K-$3.2K2026-10-27
Parallel Advisors, LLC
INCREASED3,1551,001+2,154+215%$33.5K$101.8K+$68.4K2026-11-03
Nemes Rush Group LLC
UNCHANGED3,0773,07700%$103.0K$99.3K-$3.6K2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED2,0572,05700%$68.8K$66.4K-$2.4K2026-10-23
Buck Wealth Strategies, LLC
INCREASED2,0041,907+97+5%$63.8K$64.7K+$8832026-10-28
Heritage Family Offices, LLP
NEW1,868—+1,868——$60.3K—2026-11-02
Compass Financial Management LLC
INCREASED1,8671,074+793+74%$35.9K$60.3K+$24.3K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED1,6981,69800%$56.8K$54.8K-$2.0K2026-10-16
PFS Partners, LLC
UNCHANGED1,5731,57300%$52.6K$50.8K-$1.9K2026-10-21
AlphaCore Capital LLC
INCREASED1,3431,328+15+1%$44.4K$43.4K-$1.1K2026-11-04
Trust Co of Toledo NA
UNCHANGED1,3221,32200%$44.2K$42.7K-$1.6K2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,3101,31000%$43.8K$42.3K-$1.5K2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED1,1541,539-385-25%$51.5K$37.3K-$14.2K2026-10-27
City State Bank
UNCHANGED1,1311,13100%$37.8K$36.5K-$1.3K2026-10-20
Abound Wealth Management
NEW1,090—+1,090——$35.2K—2026-10-26
Creative Financial Designs Inc
DECREASED9901,088-98-9%$36.4K$32.0K-$4.4K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9558,469-7,514-89%$283.4K$30.8K-$252.5K2026-10-14
Signature Equity Partners, LLC
DECREASED8611,130-269-24%$37.8K$27.8K-$10.0K2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED85285200%$28.5K$27.5K-$1.0K2026-10-23
Root Financial Partners, LLC
NEW851—+851——$27.5K—2026-10-21
United Community Bank
INCREASED822585+237+41%$19.6K$26.5K+$7.0K2026-10-28
RMG Wealth Management LLC
DECREASED8081,009,284-1,008,476-100%$33.4M$26.4K-$33.4M2026-10-26
MTM Investment Management, LLC
NEW766—+766——$24.7K—2026-10-30
Larson Financial Group LLC
UNCHANGED67967900%$22.7K$21.9K-$8012026-11-05
New England Capital Financial Advisors LLC
NEW641—+641——$20.7K—2026-11-03
Bangor Savings Bank
UNCHANGED62562500%$20.9K$20.2K-$7382026-10-06
Allspring Global Investments Holdings, LLC
NEW599—+599——$19.3K—2026-11-04
Go Invest LLC
INCREASED56445+519+1153%$1.5K$18.2K+$16.7K2026-10-09
Center for Financial Planning, Inc.
INCREASED523259+264+102%$8.7K$16.9K+$8.2K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED428325+103+32%$10.9K$13.8K+$2.9K2026-11-05
GK Wealth Management LLC
NEW393—+393——$12.7K—2026-10-09
Signaturefd, LLC
INCREASED379375+4+1%$12.5K$12.2K-$3212026-10-23
Family Capital Trust Co
UNCHANGED37337300%$12.5K$12.0K-$4402026-10-22
Bay Harbor Wealth Management, LLC
INCREASED349311+38+12%$10.4K$11.3K+$8602026-11-03
Westside Investment Management, Inc.
UNCHANGED34634600%$11.6K$11.1K-$4432026-11-02
Nova Financial LLC
NEW302—+302——$9.7K—2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED28028000%$9.4K$9.0K-$3302026-10-20
Tounjian Advisory Partners, LLC
DECREASED262485-223-46%$16.2K$8.5K-$7.8K2026-11-04
First Bancorp, Inc
UNCHANGED25025000%$8.4K$8.1K-$2952026-10-26
Register Financial Advisors LLC
NEW241—+241——$7.8K—2026-10-23
Archer Investment Corp
INCREASED237234+3+1%$7.8K$7.7K-$1892026-11-05
Biltmore Family Office, LLC
UNCHANGED23323300%$7.8K$7.5K-$2752026-11-03
Bullock Wealth Management Group
INCREASED220217+3+1%$7.2K$7.1K-$1532026-10-09
Evolution Wealth Management Inc.
UNCHANGED21821800%$7.3K$7.0K-$2572026-10-28
Vima LLC
UNCHANGED20620600%$6.9K$6.7K-$2432026-10-23
Wolff Wiese Magana LLC
UNCHANGED20220200%$6.8K$6.5K-$2382026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED19219200%$6.4K$6.2K-$2262026-10-21
Farmers & Merchants Investments Inc
UNCHANGED18618600%$6.2K$6.0K-$2202026-10-22
Ascentis Independent Advisors
UNCHANGED17617600%$5.9K$5.7K-$2072026-11-03
Asset Dedication, LLC
INCREASED175173+2+1%$5.8K$5.7K-$1392026-11-03
Reap Financial Group, LLC
UNCHANGED16916900%$5.7K$5.5K-$2002026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED15515500%$5.2K$5.0K-$1832026-11-02
SYM Financial Corp
NEW154—+154——$5.0K—2026-10-26
SBI Securities Co., Ltd.
INCREASED15262+90+145%$2.1K$4.9K+$2.8K2026-10-22
Ashton Thomas Securities, LLC
UNCHANGED818100%$2.7K$2.6K-$952026-10-26
Fairscale Capital, LLC
UNCHANGED757500%$2.5K$2.5K-$602026-11-04
Balance Wealth Partners LLC
NEW31—+31——$1.0K—2026-10-27
Networth Advisors, LLC
DECREASED303,230-3,200-99%$108.1K$983-$107.1K2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED171700%$569$549-$202026-10-16
Kingdom Financial Group Llc.
UNCHANGED171700%$569$553-$162026-11-04
Planning Strategies Inc.
UNCHANGED111100%$368$355-$132026-10-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED9900%$271$262-$92026-10-07
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1100%$0$0$02026-11-02
Raleigh Capital Management Inc.
UNCHANGED1100%$30$29-$12026-10-28
Morling Financial Advisors, LLC
UNCHANGED1100%$30$29-$12026-10-28
Alps Advisors Inc
CLOSED0198,945-198,945-100%$6.7M$0-$6.7M2026-11-03
DLK Investment Management, LLC
CLOSED0112,330-112,330-100%$3.7M$0-$3.7M2026-10-09
Hofer & Associates. Inc
CLOSED0110,527-110,527-100%$3.7M$0-$3.7M2026-10-13
Econ Financial Services Corp
CLOSED029,939-29,939-100%$1.0M$0-$1.0M2026-10-19
Cypress Financial Planning LLC
CLOSED017,087-17,087-100%$571.7K$0-$571.7K2026-10-09
Private Wealth Group, LLC
CLOSED012,949-12,949-100%$433.3K$0-$433.3K2026-10-19
Precedent Wealth Partners, LLC
CLOSED09,861-9,861-100%$330.0K$0-$330.0K2026-10-21
Acropolis Investment Management, LLC
CLOSED09,730-9,730-100%$325.6K$0-$325.6K2026-10-08
Stillwater Wealth Management Group
CLOSED08,924-8,924-100%$298.6K$0-$298.6K2026-10-21
Howard Bailey Securities, LLC
CLOSED07,133-7,133-100%$238.7K$0-$238.7K2026-10-27
Modera Wealth Management, LLC
CLOSED06,362-6,362-100%$212.9K$0-$212.9K2026-10-28
Trek Financial, LLC
CLOSED06,275-6,275-100%$210.0K$0-$210.0K2026-10-29
Carlson Financial, Inc.
CLOSED06,233-6,233-100%$208.5K$0-$208.5K2026-11-05
Global Financial Private Client, LLC
CLOSED06,148-6,148-100%$205.7K$0-$205.7K2026-10-15
Triad Wealth Partners, LLC
CLOSED06,128-6,128-100%$202.6K$0-$202.6K2026-10-26
Caliber Wealth Management, LLC / KS
CLOSED06,116-6,116-100%$204.6K$0-$204.6K2026-11-04
Intrua Financial, LLC
CLOSED06,052-6,052-100%$202.5K$0-$202.5K2026-10-28
Penobscot Investment Management Company, Inc.
CLOSED06,020-6,020-100%$201.4K$0-$201.4K2026-10-26
BCK Partners, Inc.
CLOSED06,005-6,005-100%$200.9K$0-$200.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED05,552-5,552-100%$183.9K$0-$183.9K2026-10-16
International Assets Investment Management, LLC
CLOSED01,114-1,114-100%$37.1K$0-$37.1K2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED0147-147-100%$4.9K$0-$4.9K2026-11-04
Brooklyn FI, LLC
CLOSED0129-129-100%$4.3K$0-$4.3K2026-11-05
AdvisorNet Financial, Inc
CLOSED098-98-100%$3.3K$0-$3.3K2026-10-15
Robinswood Financial LLC
CLOSED064-64-100%$2.1K$0-$2.1K2026-10-20
Blue Trust, Inc.
CLOSED041-41-100%$1.4K$0-$1.4K2026-10-15
Valley Wealth Managers, Inc.
CLOSED014-14-100%$468$0-$4682026-10-09
Solstein Capital, LLC
CLOSED06-6-100%$201$0-$2012026-11-02
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
LPL Financial LLC
N/A—58,146,645-58,146,645-100%$1.9B———
American Family Investments, Inc.
N/A—14,630,218-14,630,218-100%$489.5M———
Envestnet Asset Management Inc
N/A—12,100,501-12,100,501-100%$404.9M———
Municipal Employees' Retirement System of Michigan
N/A—11,879,902-11,879,902-100%$397.5M———
Morgan Stanley
N/A—11,540,116-11,540,116-100%$386.1M———
Charles Schwab Investment Management Inc
N/A—7,483,543-7,483,543-100%$250.4M———
Waverly Advisors, LLC
N/A—5,749,007-5,749,007-100%$192.4M———
Wells Fargo & Company
N/A—5,284,688-5,284,688-100%$176.8M———
Raymond James Financial Inc
N/A—5,281,512-5,281,512-100%$176.7M———
HighTower Advisors, LLC
N/A—3,457,216-3,457,216-100%$115.7M———
Ameriprise Financial Inc
N/A—2,976,767-2,976,767-100%$99.6M———
Castleark Management LLC
N/A—2,688,380-2,688,380-100%$90.0M———
Capital Analysts, LLC
N/A—2,637,621-2,637,621-100%$88.3M———
Osaic Holdings, Inc.
N/A—2,477,234-2,477,234-100%$82.9M———
Cetera Investment Advisers
N/A—2,201,262-2,201,262-100%$73.7M———
Tower Research Capital LLC (TRC)
N/A—2,083,008-2,083,008-100%$69.7M———
Capital Advisors Inc
N/A—1,980,361-1,980,361-100%$66.3M———
Royal Bank of Canada
N/A—1,810,684-1,810,684-100%$60.6M———
Private Advisor Group, LLC
N/A—1,497,559-1,497,559-100%$50.1M———
Bank of America Corp
N/A—1,487,597-1,487,597-100%$49.8M———
Point72 Asset Management, L.P.
N/A—1,410,000-1,410,000-100%$47.2M———
Zurich Insurance Group Ltd
N/A—1,402,903-1,402,903-100%$46.9M———
UBS Group AG
N/A—1,384,957-1,384,957-100%$46.3M———
Susquehanna International Group, LLP
N/A—1,233,608-1,233,608-100%$41.3M———
Manning & Napier Advisors LLC
N/A—1,224,700-1,224,700-100%$41.0M———
Advisors Capital Management, LLC
N/A—1,042,579-1,042,579-100%$34.9M———
Bartlett & Co. Wealth Management LLC
N/A—937,863-937,863-100%$31.4M———
Migdal Insurance & Financial Holdings Ltd.
N/A—927,502-927,502-100%$31.0M———
ST Germain D J Co Inc
N/A—880,809-880,809-100%$29.5M———
Merit Financial Group, LLC
N/A—802,985-802,985-100%$26.9M———
Crews Bank & Trust
N/A—796,215-796,215-100%$26.6M———
Bank Hapoalim BM
N/A—788,820-788,820-100%$26.4M———
Clark Capital Management Group, Inc.
N/A—774,781-774,781-100%$25.9M———
Cerity Partners LLC
N/A—759,804-759,804-100%$25.4M———
Northwestern Mutual Wealth Management Co
N/A—748,378-748,378-100%$25.0M———
Renaissance Technologies LLC
N/A—628,500-628,500-100%$21.0M———
Gladstone Institutional Advisory LLC
N/A—617,222-617,222-100%$20.7M———
Financial Gravity Companies, Inc.
N/A—577,336-577,336-100%$19.3M———
Compton Financial Group, LLC
N/A—566,963-566,963-100%$19.0M———
Evergreen Wealth Partners LLC
N/A—559,513-559,513-100%$18.7M———
AllGen Financial Advisors, Inc.
N/A—519,935-519,935-100%$17.4M———
Wrapmanager Inc
N/A—500,664-500,664-100%$16.8M———
Summit Financial, LLC
N/A—491,970-491,970-100%$16.5M———
MML Investors Services, LLC
N/A—473,606-473,606-100%$15.8M———
Principal Securities, Inc.
N/A—457,974-457,974-100%$15.3M———
&partners
N/A—444,123-444,123-100%$14.9M———
Foster & Motley Inc
N/A—439,155-439,155-100%$14.7M———
HRT Financial LP
N/A—436,810-436,810-100%$14.6M———
Janney Montgomery Scott LLC
N/A—405,538-405,538-100%$13.6M———
Empowered Funds, LLC
N/A—400,856-400,856-100%$13.4M———
Spartan Wealth Advisory Services LLC
N/A—390,646-390,646-100%$13.1M———
State Street Corp
N/A—387,515-387,515-100%$13.0M———
Allstate Corp
N/A—374,529-374,529-100%$12.5M———
Stifel Financial Corp
N/A—340,018-340,018-100%$11.4M———
Phoenix Financial Ltd.
N/A—336,162-336,162-100%$11.2M———
Flatrock Wealth Partners LLC
N/A—320,001-320,001-100%$10.7M———
Banque Transatlantique SA
N/A—316,413-316,413-100%$10.6M———
Collier Financial
N/A—315,654-315,654-100%$10.6M———
Two Sigma Securities, LLC
N/A—306,163-306,163-100%$10.2M———
Equitable Holdings, Inc.
N/A—297,511-297,511-100%$10.0M———
Rice Partnership, LLC
N/A—287,205-287,205-100%$9.6M———
Roundview Capital LLC
N/A—276,982-276,982-100%$9.3M———
Vista Investment Management
N/A—263,457-263,457-100%$8.8M———
Global Retirement Partners, LLC
N/A—260,009-260,009-100%$8.7M———
Forum Private Client Group LLC
N/A—259,509-259,509-100%$8.7M———
Jones Financial Companies Lllp
N/A—256,474-256,474-100%$8.6M———
Snowden Capital Advisors LLC
N/A—244,970-244,970-100%$8.2M———
Cascade Financial Partners, LLC
N/A—237,891-237,891-100%$8.0M———
Jane Street Group, LLC
N/A—234,371-234,371-100%$7.8M———
Gentry Private Wealth, LLC
N/A—229,761-229,761-100%$7.7M———
Zacks Investment Management
N/A—217,939-217,939-100%$7.3M———
MAI Capital Management
N/A—217,622-217,622-100%$7.3M———
Western Wealth Management, LLC
N/A—216,066-216,066-100%$7.2M———
Orion Porfolio Solutions, LLC
N/A—212,613-212,613-100%$7.1M———
Strategic Investment Advisors / MI
N/A—209,001-209,001-100%$7.0M———
HM Payson & Co
N/A—207,176-207,176-100%$6.9M———
IFG Advisory, LLC
N/A—200,851-200,851-100%$6.7M———
Integrated Wealth Concepts LLC
N/A—194,095-194,095-100%$6.5M———
Mariner, LLC
N/A—192,445-192,445-100%$6.4M———
Stratos Wealth Partners, Ltd.
N/A—178,742-178,742-100%$6.0M———
Impact Partnership Wealth, LLC
N/A—175,700-175,700-100%$5.9M———
Gateway Wealth Partners, LLC
N/A—175,696-175,696-100%$5.9M———
GeoWealth Management, LLC
N/A—170,527-170,527-100%$5.7M———
FDx Advisors, Inc.
N/A—167,438-167,438-100%$5.6M———
Allianz SE
N/A—156,622-156,622-100%$5.2M———
Allworth Financial LP
N/A—156,234-156,234-100%$5.2M———
GTS Securities LLC
N/A—154,121-154,121-100%$5.2M———
Focus Partners Advisor Solutions, LLC
N/A—152,379-152,379-100%$5.1M———
Saiph Capital, LLC
N/A—151,071-151,071-100%$5.1M———
Gotham Asset Management, LLC
N/A—149,499-149,499-100%$5.0M———
JPL Wealth Management, LLC
N/A—147,877-147,877-100%$4.9M———
M&T Bank Corp
N/A—147,115-147,115-100%$4.9M———
Cornerstone Financial Group, LLC
N/A—139,861-139,861-100%$4.7M———
Edgestream Partners, L.P.
N/A—139,285-139,285-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—139,271-139,271-100%$4.7M———
Interactive Financial Advisors, Inc.
N/A—138,256-138,256-100%$4.6M———
Financial Engines Advisors L.L.C.
N/A—137,561-137,561-100%$4.6M———
Rothschild Wealth LLC
N/A—127,768-127,768-100%$4.3M———
Blair William & Co
N/A—124,849-124,849-100%$4.2M———
Hobbs Group Advisors, LLC
N/A—122,276-122,276-100%$4.1M———
Freestone Capital Holdings, LLC
N/A—121,678-121,678-100%$4.1M———
Advisory Services Network, LLC
N/A—113,051-113,051-100%$3.8M———
GSA Capital Partners LLP
N/A—112,447-112,447-100%$3.8M———
Entelevest, LLC
N/A—112,196-112,196-100%$3.8M———
JPMorgan Chase & Co
N/A—106,115-106,115-100%$3.6M———
NewEdge Advisors, LLC
N/A—106,063-106,063-100%$3.5M———
Abound Financial, LLC
N/A—103,126-103,126-100%$3.5M———
EP Wealth Advisors, LLC
N/A—102,411-102,411-100%$3.4M———
Rockefeller Capital Management L.P.
N/A—99,368-99,368-100%$3.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—98,174-98,174-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—93,847-93,847-100%$3.1M———
Harbour Investments, Inc.
N/A—93,345-93,345-100%$3.1M———
Inspire Advisors, LLC
N/A—92,444-92,444-100%$3.1M———
Sanctuary Advisors, LLC
N/A—91,648-91,648-100%$3.1M———
Geneos Wealth Management Inc.
N/A—91,522-91,522-100%$3.1M———
Payne Capital LLC
N/A—90,938-90,938-100%$3.0M———
Continental Investors Services, Inc.
N/A—88,104-88,104-100%$2.9M———
Fourth Dimension Wealth, LLC
N/A—82,742-82,742-100%$2.8M———
Pacific Financial Group Inc
N/A—80,472-80,472-100%$2.7M———
Winch Advisory Services, LLC
N/A—77,324-77,324-100%$2.6M———
Centennial Bank
N/A—77,298-77,298-100%$2.6M———
Modern Wealth Management, LLC
N/A—73,799-73,799-100%$2.5M———
HighPoint Advisor Group LLC
N/A—68,078-68,078-100%$2.3M———
Brown Financial Advisors
N/A—67,060-67,060-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—66,238-66,238-100%$2.2M———
UMB Bank, n.a.
N/A—61,156-61,156-100%$2.0M———
Goldman Sachs Group Inc
N/A—59,664-59,664-100%$2.0M———
JT Stratford LLC
N/A—59,566-59,566-100%$2.0M———
Old Mission Capital LLC
N/A—59,470-59,470-100%$2.0M———
Ally Invest Advisors Inc.
N/A—59,338-59,338-100%$2.0M———
Composition Wealth, LLC
N/A—55,892-55,892-100%$1.9M———
Stephens Inc
N/A—55,817-55,817-100%$1.9M———
Arkadios Wealth Advisors
N/A—54,972-54,972-100%$1.8M———
Global Endowment Management, LP
N/A—54,077-54,077-100%$1.8M———
Segall Bryant & Hamill, LLC
N/A—50,669-50,669-100%$1.7M———
Hilltop Partners LLC
N/A—50,352-50,352-100%$1.7M———
IHT Wealth Management, LLC
N/A—48,813-48,813-100%$1.6M———
Citadel Advisors LLC
N/A—46,261-46,261-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—43,662-43,662-100%$1.5M———
Jacobi Capital Management LLC
N/A—43,144-43,144-100%$1.4M———
Focus Partners Wealth
N/A—42,909-42,909-100%$1.4M———
Mercer Global Advisors Inc
N/A—41,399-41,399-100%$1.4M———
Perspective Wealth Advisors LLC
N/A—40,788-40,788-100%$1.4M———
KKM Financial LLC
N/A—39,891-39,891-100%$1.3M———
Community Bank, N.A.
N/A—38,879-38,879-100%$1.3M———
Oxbow Advisors, LLC
N/A—38,417-38,417-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—37,359-37,359-100%$1.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—36,557-36,557-100%$1.2M———
Nwam LLC
N/A—36,083-36,083-100%$1.2M———
King Luther Capital Management Corp
N/A—35,700-35,700-100%$1.2M———
Collaborative Wealth Managment Inc.
N/A—34,838-34,838-100%$1.2M———
Qube Research & Technologies Ltd
N/A—32,227-32,227-100%$1.1M———
Mutual Advisors, LLC
N/A—31,877-31,877-100%$1.1M———
Fisher Asset Management, LLC
N/A—30,827-30,827-100%$1.0M———
GenTrust, LLC
N/A—30,667-30,667-100%$1.0M———
Warner Group LLC
N/A—28,767-28,767-100%$962.6K———
IMA Advisory Services, Inc.
N/A—28,073-28,073-100%$939.3K———
Wiregrass Investment Management LLC
N/A—27,823-27,823-100%$930.9K———
Zhang Financial LLC
N/A—27,807-27,807-100%$930.4K———
Valmark Advisers, Inc.
N/A—27,207-27,207-100%$910.3K———
Mattson Financial Services, LLC
N/A—26,902-26,902-100%$895.0K———
Westfuller Advisors, LLC
N/A—26,782-26,782-100%$896.1K———
Cardiff Park Advisors, LLC
N/A—26,441-26,441-100%$884.7K———
Envestnet Portfolio Solutions, Inc.
N/A—25,596-25,596-100%$856.4K———
Arete Wealth Advisors, LLC
N/A—25,194-25,194-100%$843.0K———
Silver OAK Securities, Incorporated
N/A—24,307-24,307-100%$813.3K———
Advyzon Investment Management, LLC
N/A—24,170-24,170-100%$808.7K———
BNP Paribas
N/A—24,136-24,136-100%$807.6K———
Pinnacle Financial Partners, Inc.
N/A—23,866-23,866-100%$798.6K———
Captrust Financial Advisors
N/A—23,709-23,709-100%$793.3K———
FMR LLC
N/A—23,240-23,240-100%$777.6K———
MidFirst Bank
N/A—22,305-22,305-100%$746.3K———
1ST Source Bank
N/A—22,210-22,210-100%$743.1K———
Bragg Financial Advisors, Inc
N/A—20,538-20,538-100%$687.2K———
AE Wealth Management LLC
N/A—19,586-19,586-100%$655.3K———
Whittier Trust Co of Nevada Inc
N/A—19,356-19,356-100%$644.0K———
Rialto Wealth Management, LLC
N/A—19,135-19,135-100%$640.3K———
Northern Trust Corp
N/A—18,990-18,990-100%$635.4K———
Quantinno Capital Management LP
N/A—18,218-18,218-100%$609.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—17,399-17,399-100%$582.2K———
WealthShield Partners, LLC
N/A—16,703-16,703-100%$558.9K———
CreativeOne Wealth, LLC
N/A—16,290-16,290-100%$545.1K———
Perennial Investment Advisors, LLC
N/A—16,062-16,062-100%$537.5K———
Cresset Asset Management, LLC
N/A—15,424-15,424-100%$516.1K———
Whittier Trust Co
N/A—15,376-15,376-100%$513.3K———
Capitolis Liquid Global Markets LLC
N/A—15,100-15,100-100%$505.2K———
BFC Planning, Inc.
N/A—14,985-14,985-100%$501.4K———
Savvy Advisors, Inc.
N/A—14,748-14,748-100%$493.5K———
Nicolet Bankshares Inc
N/A—14,449-14,449-100%$482.3K———
Zinnia Wealth Advisory, LLC
N/A—14,371-14,371-100%$480.9K———
Advisory Alpha, LLC
N/A—14,317-14,317-100%$479.0K———
German American Bancorp, Inc.
N/A—14,203-14,203-100%$475.2K———
Smartleaf Asset Management LLC
N/A—14,162-14,162-100%$475.1K———
Faithward Advisors, LLC
N/A—13,770-13,770-100%$460.7K———
FSB Premier Wealth Management, Inc.
N/A—13,740-13,740-100%$459.8K———
Bank of Montreal
N/A—13,538-13,538-100%$453.0K———
OneDigital Investment Advisors LLC
N/A—13,258-13,258-100%$443.6K———
Proffitt & Goodson Inc
N/A—13,132-13,132-100%$439.4K———
Centaurus Financial, Inc.
N/A—13,023-13,023-100%$436.0K———
PNC Financial Services Group, Inc.
N/A—13,011-13,011-100%$435.4K———
Pathstone Holdings, LLC
N/A—12,925-12,925-100%$432.5K———
Trustmark Bank Trust Department
N/A—12,848-12,848-100%$429.9K———
Mayflower Financial Advisors, LLC
N/A—12,727-12,727-100%$425.8K———
Brown Advisory Inc
N/A—12,575-12,575-100%$420.8K———
Amara Financial, Llc.
N/A—12,465-12,465-100%$417.1K———
AQR Capital Management LLC
N/A—12,314-12,314-100%$412.0K———
Regal Investment Advisors LLC
N/A—12,010-12,010-100%$401.9K———
World Investment Advisors
N/A—11,765-11,765-100%$394.5K———
GE Investment Management Corp.
N/A—11,588-11,588-100%$387.7K———
M1 Capital Management LLC
N/A—11,101-11,101-100%$371.4K———
Alteri Wealth LLC
N/A—11,066-11,066-100%$370.3K———
Ameritas Advisory Services, LLC
N/A—10,039-10,039-100%$335.9K———
Top Private Wealth Llc.
N/A—9,822-9,822-100%$328.6K———
Wayfinding Financial, LLC
N/A—9,195-9,195-100%$307.0K———
Argent Trust Co
N/A—9,171-9,171-100%$306.9K———
Scotia Capital Inc.
N/A—8,646-8,646-100%$289.3K———
Banque Cantonale Vaudoise
N/A—8,549-8,549-100%$286.0K———
ArborFi Advisors, LLC
N/A—8,068-8,068-100%$270.0K———
BHK Investment Advisors, LLC
N/A—8,000-8,000-100%$267.7K———
Wealth Management Associates, Inc.
N/A—8,000-8,000-100%$267.7K———
Aptus Capital Advisors, LLC
N/A—7,932-7,932-100%$265.4K———
First National Bank of Omaha
N/A—7,890-7,890-100%$264.7K———
Pettyjohn, Wood & White, Inc
N/A—7,830-7,830-100%$262.0K———
Sequoia Financial Advisors, LLC
N/A—7,522-7,522-100%$251.7K———
Columbia River Financial Group, LLC
N/A—7,359-7,359-100%$246.0K———
Hexagon Capital Partners LLC
N/A—7,253-7,253-100%$242.7K———
West Michigan Advisors, LLC
N/A—6,767-6,767-100%$226.4K———
Strive Financial Group,LLC
N/A—6,714-6,714-100%$224.7K———
Founders Financial Alliance, LLC
N/A—6,487-6,487-100%$217.1K———
Astoria Portfolio Advisors Llc.
N/A—6,243-6,243-100%$208.9K———
Tidemark, LLC
N/A—6,173-6,173-100%$206.5K———
Noble Wealth Partners LLC
N/A—6,066-6,066-100%$203.0K———
Arax Advisory Partners
N/A—4,911-4,911-100%$164.3K———
Wellington-Altus USA Inc.
N/A—4,738-4,738-100%$158.9K———
Mcguire Capital Advisors Inc
N/A—4,260-4,260-100%$142.5K———
Clearstead Advisors, LLC
N/A—4,093-4,093-100%$137.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,966-3,966-100%$132.7K———
Medallion Wealth Advisors, LLC
N/A—3,564-3,564-100%$119.3K———
Mpwm Advisory Solutions, LLC
N/A—3,345-3,345-100%$111.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,255-3,255-100%$108.9K———
Glassman Wealth Services
N/A—3,135-3,135-100%$104.9K———
Barclays PLC
N/A—2,736-2,736-100%$91.5K———
Meramec Financial Planners, LLC
N/A—2,500-2,500-100%$82.8K———
Fiduciary Financial Advisors
N/A—2,032-2,032-100%$68.0K———
Bogart Wealth, LLC
N/A—1,391-1,391-100%$46.5K———
Vision Retirement, LLC
N/A—1,195-1,195-100%$40.0K———
O'shaughnessy Asset Management, LLC
N/A—1,165-1,165-100%$39.0K———
Glen Eagle Advisors, LLC
N/A—1,142-1,142-100%$38.2K———
Anchor Investment Management, LLC
N/A—1,121-1,121-100%$37.5K———
Dunhill Financial, LLC
N/A—998-998-100%$33.4K———
Hollencrest Capital Management
N/A—925-925-100%$31.0K———
Ameritas Investment Partners, Inc.
N/A—820-820-100%$27.4K———
Winthrop Capital Management, LLC
N/A—777-777-100%$26.0K———
Horizon Investments, LLC
N/A—735-735-100%$18.8K———
Vanguard Advisers Inc
N/A—719-719-100%$24.0K———
Hantz Financial Services, Inc.
N/A—705-705-100%$24———
Walsh & Associates, LLC
N/A—599-599-100%$20.0K———
Continuum Advisory, LLC
N/A—506-506-100%$16.9K———
SouthState Bank Corp
N/A—465-465-100%$15.6K———
Atlas Capital Advisors Inc.
N/A—456-456-100%$15.3K———
Ancora Advisors LLCA
N/A—400-400-100%$13.4K———
Prosperity Bancshares Inc
N/A—385-385-100%$12.9K———
Huntington National Bank
N/A—263-263-100%$8.8K———
Aventura Private Wealth, LLC
N/A—217-217-100%$7.3K———
Godfrey Financial Associates, Inc.
N/A—207-207-100%$6.9K———
New England Asset Management Inc
N/A—150-150-100%$5.0K———
Central Trust Co
N/A—138-138-100%$4.6K———
Nova Wealth Management, Inc.
N/A—72-72-100%$2.4K———
New Republic Capital, LLC
N/A—54-54-100%$1.8K———
Harborfront Financial Group LLC
N/A—50-50-100%$1.7K———
FAS Wealth Partners, Inc.
N/A—46-46-100%$1.6K———
National Bank of Canada
N/A—37-37-100%$1.2K———
Keating Financial Advisory Services, Inc.
N/A—34-34-100%$1.1K———
Operose Advisors LLC
N/A—33-33-100%$1.1K———
Transamerica Financial Advisors, LLC
N/A—21-21-100%$724———
Integrity Financial Corp
N/A—10-10-100%$335———
Luminist Capital LLC
N/A—00—$1.5K———
Showing 628 of 628 institutions