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SS Spdr P AGG Bond ETF (SPAB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares10,567,608 from 9,787,519
Change+780,089 (+8%)
Value$257.4M (+$7.6M)
Filed 2026-10-14
Exchange Traded Concepts, LLC
DECREASED
Shares7,927,686 from 9,727,132
Change-1,799,446 (-18%)
Value$193.1M (-$55.1M)
Filed 2026-10-28
Willow Creek Wealth Management Inc.
INCREASED
Shares4,698,062 from 4,542,531
Change+155,531 (+3%)
Value$114.4M (-$1.5M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares3,517,485 from 3,206,173
Change+311,312 (+10%)
Value$85.7M (+$3.9M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares3,484,856 from 1,251,760
Change+2,233,096 (+178%)
Value$84.9M (+$52.9M)
Filed 2026-11-02
AlphaStar Capital Management, LLC
INCREASED
Shares2,844,244 from 2,660,661
Change+183,583 (+7%)
Value$69.3M (+$1.4M)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares2,646,568 from 2,223,605
Change+422,963 (+19%)
Value$64.3M (+$8.0M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,564,424 from 2,636,743
Change-72,319 (-3%)
Value$62.5M (-$4.1M)
Filed 2026-10-13
Great Lakes Retirement, Inc.
INCREASED
Shares2,486,535 from 2,424,802
Change+61,733 (+3%)
Value$60.6M (-$1.3M)
Filed 2026-10-26
Gradient Investments LLC
INCREASED
Shares2,457,803 from 2,336,644
Change+121,159 (+5%)
Value$59.9M (+$240.9K)
Filed 2026-10-08
Univest Financial Corp
DECREASED
Shares2,290,124 from 2,350,569
Change-60,445 (-3%)
Value$55.8M (-$4.2M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares1,767,637 from 836,300
Change+931,337 (+111%)
Value$43.1M (+$21.7M)
Filed 2026-10-21
Arrien Investments, Inc.
INCREASED
Shares1,469,830 from 1,431,245
Change+38,585 (+3%)
Value$35.8M (-$720.3K)
Filed 2026-10-30
Truefg, LLC
INCREASED
Shares1,403,864 from 1,301,815
Change+102,049 (+8%)
Value$34.2M (+$975.8K)
Filed 2026-10-15
Wealth Management Nebraska
DECREASED
Shares1,394,094 from 1,420,593
Change-26,499 (-2%)
Value$34.0M (-$2.3M)
Filed 2026-10-26
Lodestar Private Asset Management LLC
DECREASED
Shares1,354,481 from 1,410,335
Change-55,854 (-4%)
Value$33.0M (-$3.0M)
Filed 2026-10-26
Reston Wealth Management LLC
DECREASED
Shares1,314,132 from 1,346,522
Change-32,390 (-2%)
Value$32.0M (-$2.4M)
Filed 2026-10-29
Trinity Wealth Management, LLC
INCREASED
Shares1,279,725 from 1,257,417
Change+22,308 (+2%)
Value$31.2M (-$915.2K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares1,275,176 from 1,375,441
Change-100,265 (-7%)
Value$31.1M (-$4.0M)
Filed 2026-10-28
Cutler Investment Counsel LLC
INCREASED
Shares1,190,047 from 1,160,764
Change+29,283 (+3%)
Value$29.0M (-$633.1K)
Filed 2026-10-28
Retiremitten Financial LLC
DECREASED
Shares1,183,862 from 1,252,023
Change-68,161 (-5%)
Value$29.3M (-$2.7M)
Filed 2026-11-05
Leading Edge Financial Planning LLC
DECREASED
Shares1,160,769 from 1,173,898
Change-13,129 (-1%)
Value$28.3M (-$1.7M)
Filed 2026-10-23
Aspire Private Capital, LLC
INCREASED
Shares1,100,395 from 788,694
Change+311,701 (+40%)
Value$26.8M (+$6.7M)
Filed 2026-11-05
Mueller Wealth, LLC
INCREASED
Shares1,061,969 from 942,299
Change+119,670 (+13%)
Value$25.9M (+$1.8M)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares1,057,151 from 990,074
Change+67,077 (+7%)
Value$25.8M (+$485.5K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,048,695 from 1,042,937
Change+5,758 (+1%)
Value$25.5M (-$1.1M)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares982,067 from 1,059,916
Change-77,849 (-7%)
Value$23.9M (-$3.1M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares964,726 from 1,020,207
Change-55,481 (-5%)
Value$23.5K (-$26.0M)
Filed 2026-11-02
Waller Financial Planning Group, Inc
DECREASED
Shares929,817 from 960,721
Change-30,904 (-3%)
Value$22.7M (-$1.9M)
Filed 2026-10-07
Kagan Cocozza Asset Management
INCREASED
Shares863,789 from 702,691
Change+161,098 (+23%)
Value$21.0M (+$3.1M)
Filed 2026-10-19
Weitzel Financial Services, Inc.
INCREASED
Shares783,601 from 743,151
Change+40,450 (+5%)
Value$19.0M (+$165.3K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares756,174 from 616,806
Change+139,368 (+23%)
Value$18.4K (-$15.7M)
Filed 2026-10-26
Tsfg, LLC
INCREASED
Shares750,986 from 745,412
Change+5,574 (+1%)
Value$18.3K (-$19.0M)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares745,878 from 725,561
Change+20,317 (+3%)
Value$18.2M (-$346.7K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
INCREASED
Shares723,467 from 693,653
Change+29,814 (+4%)
Value$17.6M (-$78.4K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares671,847 from 557,829
Change+114,018 (+20%)
Value$16.4M (+$2.1M)
Filed 2026-11-04
SigFig Wealth Management, LLC
INCREASED
Shares656,390 from 620,079
Change+36,311 (+6%)
Value$16.0M (+$97.0K)
Filed 2026-10-07
Convergence Financial, LLC
DECREASED
Shares645,253 from 999,682
Change-354,429 (-35%)
Value$15.7M (-$9.8M)
Filed 2026-10-27
Virtue Capital Management, LLC
DECREASED
Shares600,832 from 852,250
Change-251,418 (-29%)
Value$14.6M (-$7.1M)
Filed 2026-10-29
Cyr Financial Inc.
INCREASED
Shares599,038 from 551,730
Change+47,308 (+9%)
Value$14.6M (+$512.4K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares591,444 from 129,940
Change+461,504 (+355%)
Value$14.4M (+$11.1M)
Filed 2026-10-14
Advisory Resource Group
INCREASED
Shares586,145 from 540,885
Change+45,260 (+8%)
Value$14.3M (+$475.1K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares570,130 from 546,014
Change+24,116 (+4%)
Value$13.9M (-$45.9K)
Filed 2026-10-23
Allen Capital Group, LLC
NEW
Shares567,469
Change+567,469
Value$13.8M
Filed 2026-10-27
Financial Planning Fort Collins, LLC
DECREASED
Shares512,566 from 517,005
Change-4,439 (-1%)
Value$12.5M (-$599.3K)
Filed 2026-10-16
Rochester Wealth Strategies, LLC
INCREASED
Shares497,215 from 436,917
Change+60,298 (+14%)
Value$12.1M (+$962.0K)
Filed 2026-11-03
ERn Financial, LLC
INCREASED
Shares479,356 from 397,513
Change+81,843 (+21%)
Value$11.7M (+$1.5M)
Filed 2026-10-28
Bensler, LLC
DECREASED
Shares449,685 from 540,786
Change-91,101 (-17%)
Value$11.0M (-$2.8M)
Filed 2026-11-05
Appleton Partners Inc
INCREASED
Shares439,618 from 413,999
Change+25,619 (+6%)
Value$10.7K (-$10.6M)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares435,267 from 367,555
Change+67,712 (+18%)
Value$10.6M (+$1.2M)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares416,810 from 436,311
Change-19,501 (-4%)
Value$10.2M (-$981.2K)
Filed 2026-11-02
Towercrest Capital Management
INCREASED
Shares413,148 from 390,850
Change+22,298 (+6%)
Value$10.1M (+$89.8K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares367,715 from 359,861
Change+7,854 (+2%)
Value$9.0M (-$226.1K)
Filed 2026-11-03
Values Added Financial LLC
INCREASED
Shares360,566 from 311,768
Change+48,798 (+16%)
Value$8.8M (+$827.1K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED
Shares360,354 from 348,137
Change+12,217 (+4%)
Value$8.8M (-$106.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares356,464 from 206,190
Change+150,274 (+73%)
Value$8.7M (+$3.4M)
Filed 2026-11-02
Alliance Wealth Management Group
INCREASED
Shares354,440 from 338,462
Change+15,978 (+5%)
Value$8.6M (-$3.4K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares352,793 from 728,177
Change-375,384 (-52%)
Value$8.6M (-$10.0M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares332,421 from 302,598
Change+29,823 (+10%)
Value$8.1M (+$375.5K)
Filed 2026-11-05
Tenzing Financial LLC
INCREASED
Shares329,434 from 319,185
Change+10,249 (+3%)
Value$8.1M (-$45.7K)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares325,136 from 357,850
Change-32,714 (-9%)
Value$7.9M (-$1.2M)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares321,847 from 326,269
Change-4,422 (-1%)
Value$7.8M (-$486.2K)
Filed 2026-10-13
KWB Wealth
INCREASED
Shares316,410 from 309,572
Change+6,838 (+2%)
Value$7.7M (-$192.5K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares311,807 from 304,888
Change+6,919 (+2%)
Value$7.6M (-$185.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares307,638 from 320,908
Change-13,270 (-4%)
Value$7.5M (-$695.5K)
Filed 2026-10-22
Facet Wealth, Inc.
DECREASED
Shares300,657 from 315,768
Change-15,111 (-5%)
Value$7.3M (-$734.4K)
Filed 2026-11-04
Balefire, LLC
DECREASED
Shares298,507 from 312,379
Change-13,872 (-4%)
Value$7.3M (-$700.3K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares297,714 from 310,239
Change-12,525 (-4%)
Value$7.3M (-$665.0K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
NEW
Shares296,142
Change+296,142
Value$7.2M
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares283,232 from 89,394
Change+193,838 (+217%)
Value$6.9M (+$4.6M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares282,750 from 285,744
Change-2,994 (-1%)
Value$6.9M (-$404.4K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares272,250 from 271,620
Change+630 (+0%)
Value$6.6M (-$299.7K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares271,465 from 243,819
Change+27,646 (+11%)
Value$6.6M (+$390.6K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares261,855 from 248,385
Change+13,470 (+5%)
Value$6.4M (+$40.0K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares255,895 from 294,425
Change-38,530 (-13%)
Value$6.2M (-$1.3M)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED
Shares255,151 from 20,417
Change+234,734 (+1150%)
Value$6.2M (+$5.7M)
Filed 2026-11-02
Amtrust Financial Services, Inc.
UNCHANGED
Shares250,600 from 250,600
Change0 (0%)
Value$6.1M (-$290.7K)
Filed 2026-10-19
Melone Private Wealth, LLC
INCREASED
Shares244,110 from 243,858
Change+252 (+0%)
Value$5.9M (-$276.7K)
Filed 2026-10-16
Rainier Family Wealth Inc
INCREASED
Shares238,712 from 187,221
Change+51,491 (+28%)
Value$5.8M (+$1.0M)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares236,726 from 13,190
Change+223,536 (+1695%)
Value$5.8M (+$5.4M)
Filed 2026-11-02
Lunt Capital Management, Inc.
INCREASED
Shares234,703 from 234,007
Change+696 (+0%)
Value$5.7M (-$254.5K)
Filed 2026-10-30
Certified Advisory Corp
INCREASED
Shares232,350 from 221,030
Change+11,320 (+5%)
Value$5.7M (+$19.4K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares229,737 from 232,618
Change-2,881 (-1%)
Value$5.6M (-$340.0K)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares221,664 from 39,810
Change+181,854 (+457%)
Value$5.4M (+$4.4M)
Filed 2026-10-28
Destiny Capital Corp
DECREASED
Shares221,614 from 224,808
Change-3,194 (-1%)
Value$5.4M (-$338.6K)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares220,392 from 219,883
Change+509 (+0%)
Value$5.4M (-$242.7K)
Filed 2026-10-15
Barden Capital Management, Inc.
INCREASED
Shares216,403 from 206,472
Change+9,931 (+5%)
Value$5.3M (+$2.4K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares213,231 from 274,050
Change-60,819 (-22%)
Value$5.2M (-$1.8M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares212,973 from 204,341
Change+8,632 (+4%)
Value$5.2M (-$26.8K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares211,026 from 17,618
Change+193,408 (+1098%)
Value$5.1M (+$4.7M)
Filed 2026-10-19
Spectrum Advisors, Inc.
DECREASED
Shares208,654 from 227,458
Change-18,804 (-8%)
Value$5.1M (-$721.9K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares201,951 from 185,685
Change+16,266 (+9%)
Value$4.9M (+$180.8K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares200,317 from 205,369
Change-5,052 (-2%)
Value$4.9M (-$361.3K)
Filed 2026-11-03
Rinkey Investments
DECREASED
Shares199,841 from 210,919
Change-11,078 (-5%)
Value$4.9M (-$514.5K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares184,700 from 180,128
Change+4,572 (+3%)
Value$4.5M (-$97.6K)
Filed 2026-10-13
McMill Wealth Management
NEW
Shares181,662
Change+181,662
Value$4.4M
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares175,673 from 123,141
Change+52,532 (+43%)
Value$4.3M (+$1.1M)
Filed 2026-10-20
Dutch Asset Corp
NEW
Shares173,626
Change+173,626
Value$4.2M
Filed 2026-10-20
Bull Oak Capital, LLC
DECREASED
Shares164,243 from 167,695
Change-3,452 (-2%)
Value$4.0M (-$278.6K)
Filed 2026-10-23
Financial & Tax Architects, LLC
INCREASED
Shares163,135 from 51,701
Change+111,434 (+216%)
Value$4.0M (+$2.7M)
Filed 2026-10-15
Auour Investments LLC
INCREASED
Shares156,861 from 155,439
Change+1,422 (+1%)
Value$3.8M (-$145.6K)
Filed 2026-10-28
CWC Advisors, Llc.
DECREASED
Shares154,068 from 194,070
Change-40,002 (-21%)
Value$3.8M (-$1.2M)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares151,378 from 141,842
Change+9,536 (+7%)
Value$3.7M (+$67.8K)
Filed 2026-10-15
NYL Investors LLC
INCREASED
Shares143,731 from 142,232
Change+1,499 (+1%)
Value$3.5M (-$128.5K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares138,378 from 131,894
Change+6,484 (+5%)
Value$3.4M (+$5.0K)
Filed 2026-10-23
Steele Capital Management, Inc.
INCREASED
Shares127,130 from 119,655
Change+7,475 (+6%)
Value$3.1M (+$43.3K)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares123,041 from 133,412
Change-10,371 (-8%)
Value$3.1M (-$280.7K)
Filed 2026-10-13
Smart Wealth LLC
INCREASED
Shares119,756 from 16,924
Change+102,832 (+608%)
Value$2.9M (+$2.5M)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares118,896 from 119,499
Change-603 (0%)
Value$2.9M (-$153.3K)
Filed 2026-10-21
Mill Capital Management, LLC
INCREASED
Shares113,119 from 83,113
Change+30,006 (+36%)
Value$2.8M (+$634.5K)
Filed 2026-10-26
Legacy Solutions, LLC
INCREASED
Shares111,612 from 102,646
Change+8,966 (+9%)
Value$2.7M (+$99.3K)
Filed 2026-10-07
Aspetuck Financial Management LLC
DECREASED
Shares111,317 from 118,943
Change-7,626 (-6%)
Value$2.7M (-$323.7K)
Filed 2026-11-04
Landmark Wealth Management, Inc.
INCREASED
Shares108,115 from 11,950
Change+96,165 (+805%)
Value$2.6M (+$2.3M)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares105,122 from 64,918
Change+40,204 (+62%)
Value$2.6M (+$904.1K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares102,846 from 114,092
Change-11,246 (-10%)
Value$2.5M (-$406.3K)
Filed 2026-10-19
Orin Green Financial, LLC
INCREASED
Shares100,726 from 99,567
Change+1,159 (+1%)
Value$2.5M (-$87.3K)
Filed 2026-10-19
Scissortail Wealth Management, LLC
DECREASED
Shares96,853 from 97,486
Change-633 (-1%)
Value$2.4M (-$128.5K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
INCREASED
Shares95,633 from 95,267
Change+366 (+0%)
Value$2.3M (-$101.6K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares94,438 from 77,118
Change+17,320 (+22%)
Value$2.3M (+$332.4K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares93,307 from 95,885
Change-2,578 (-3%)
Value$2.3M (-$174.0K)
Filed 2026-11-03
Sentinel Pension Advisors, LLC
DECREASED
Shares92,364 from 95,660
Change-3,296 (-3%)
Value$2.2M (-$171.2K)
Filed 2026-11-02
International Private Wealth Advisors LLC
INCREASED
Shares90,002 from 77,205
Change+12,797 (+17%)
Value$2.2M (+$222.2K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares87,916 from 102,398
Change-14,482 (-14%)
Value$2.1M (-$471.6K)
Filed 2026-10-19
First Financial Bank - Trust Division
INCREASED
Shares87,576 from 68,719
Change+18,857 (+27%)
Value$2.1M (+$379.6K)
Filed 2026-10-01
Aquire Wealth Advisors, LLC
DECREASED
Shares87,027 from 89,629
Change-2,602 (-3%)
Value$2.1M (-$167.4K)
Filed 2026-10-23
G&S Capital LLC
DECREASED
Shares83,959 from 85,783
Change-1,824 (-2%)
Value$2.0M (-$143.9K)
Filed 2026-10-23
TMB Capital Partners, LLC
INCREASED
Shares77,956 from 77,684
Change+272 (+0%)
Value$1.9M (-$83.5K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares77,006 from 79,770
Change-2,764 (-3%)
Value$1.9M (-$159.9K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
INCREASED
Shares70,804 from 70,127
Change+677 (+1%)
Value$1.7K (-$1.8M)
Filed 2026-10-21
Wrenne Financial Planning LLC
INCREASED
Shares70,005 from 63,191
Change+6,814 (+11%)
Value$1.7M (+$92.7K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares69,786 from 64,710
Change+5,076 (+8%)
Value$1.7M (+$48.6K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
INCREASED
Shares69,576 from 68,751
Change+825 (+1%)
Value$1.7M (-$59.6K)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares69,444 from 69,824
Change-380 (-1%)
Value$1.7M (-$90.1K)
Filed 2026-10-13
HF Advisory Group, LLC
INCREASED
Shares68,361 from 66,776
Change+1,585 (+2%)
Value$1.7M (-$38.9K)
Filed 2026-10-09
Global Strategic Investment Solutions, LLC
INCREASED
Shares66,785 from 64,252
Change+2,533 (+4%)
Value$1.6M (-$12.8K)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares64,174 from 20,615
Change+43,559 (+211%)
Value$1.6M (+$1.0M)
Filed 2026-10-21
TKG Advisors, LLC
INCREASED
Shares63,885 from 63,809
Change+76 (+0%)
Value$1.6M (-$72.2K)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
INCREASED
Shares62,311 from 60,224
Change+2,087 (+3%)
Value$1.5M (-$19.0K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares61,254 from 58,138
Change+3,116 (+5%)
Value$1.5M (+$8.5K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares60,968 from 61,744
Change-776 (-1%)
Value$1.5M (-$90.5K)
Filed 2026-10-29
Carnegie Investment Counsel
DECREASED
Shares60,680 from 62,395
Change-1,715 (-3%)
Value$1.5M (-$114.2K)
Filed 2026-10-20
Members Wealth LLC
NEW
Shares59,545
Change+59,545
Value$1.4M
Filed 2026-10-20
Scheeler Financial LLC
NEW
Shares57,275
Change+57,275
Value$1.4M
Filed 2026-10-13
Security Financial Services, Inc.
DECREASED
Shares56,629 from 71,345
Change-14,716 (-21%)
Value$1.4M (-$441.2K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares54,515 from 54,280
Change+235 (+0%)
Value$1.3M (-$57.2K)
Filed 2026-10-30
Busey Bank
DECREASED
Shares54,270 from 69,188
Change-14,918 (-22%)
Value$1.3M (-$443.7K)
Filed 2026-10-26
Lockerman Financial Group, Inc.
INCREASED
Shares54,041 from 11,784
Change+42,257 (+359%)
Value$1.3M (+$1.0M)
Filed 2026-10-19
TrueWealth Advisors, LLC
DECREASED
Shares53,982 from 62,658
Change-8,676 (-14%)
Value$1.3M (-$284.0K)
Filed 2026-10-09
Axxcess Wealth Management, LLC
INCREASED
Shares53,373 from 31,061
Change+22,312 (+72%)
Value$1.3M (+$507.5K)
Filed 2026-10-21
Hofer & Associates. Inc
NEW
Shares50,635
Change+50,635
Value$1.2M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares50,635 from 51,328
Change-693 (-1%)
Value$1.2M (-$76.4K)
Filed 2026-10-14
Arsenal Capital Advisors LLC
INCREASED
Shares49,318 from 48,799
Change+519 (+1%)
Value$1.2M (-$44.0K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares48,415 from 51,669
Change-3,254 (-6%)
Value$1.2M (-$139.2K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares47,784 from 33,751
Change+14,033 (+42%)
Value$1.2M (+$325.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares47,784 from 33,751
Change+14,033 (+42%)
Value$1.2M (+$325.5K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
DECREASED
Shares45,499 from 47,465
Change-1,966 (-4%)
Value$1.1M (-$64.8K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares45,461 from 44,390
Change+1,071 (+2%)
Value$1.1M (-$25.4K)
Filed 2026-11-02
Altus Wealth Group LLC
DECREASED
Shares44,470 from 46,564
Change-2,094 (-4%)
Value$1.1M (-$105.0K)
Filed 2026-10-20
Fermata Advisors, LLC
DECREASED
Shares43,183 from 77,873
Change-34,690 (-45%)
Value$1.1M (-$935.4K)
Filed 2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares41,867 from 41,867
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-03
LexAurum Advisors, LLC
UNCHANGED
Shares41,606 from 41,606
Change0 (0%)
Value$1.0M (-$48.3K)
Filed 2026-10-19
Balance Wealth Partners LLC
DECREASED
Shares39,855 from 50,620
Change-10,765 (-21%)
Value$970.9K (-$321.0K)
Filed 2026-10-27
Private Wealth Group, LLC
DECREASED
Shares39,246 from 95,287
Change-56,041 (-59%)
Value$956.0K (-$1.5M)
Filed 2026-10-19
SAX Wealth Advisors, LLC
DECREASED
Shares39,109 from 74,684
Change-35,575 (-48%)
Value$952.7K (-$960.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares38,593 from 39,677
Change-1,084 (-3%)
Value$940.1K (-$72.4K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares37,620 from 35,918
Change+1,702 (+5%)
Value$916.4K (-$206)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares37,414 from 49,378
Change-11,964 (-24%)
Value$911.4K (-$348.7K)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares37,114 from 308,639
Change-271,525 (-88%)
Value$912.6K (-$7.0M)
Filed 2026-11-05
Narus Financial Partners, LLC
INCREASED
Shares37,068 from 35,765
Change+1,303 (+4%)
Value$903.0K (-$9.7K)
Filed 2026-10-19
Hibernia Wealth Partners, LLC
INCREASED
Shares36,391 from 17,500
Change+18,891 (+108%)
Value$886.5K (+$439.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares35,719 from 34,728
Change+991 (+3%)
Value$873.7K (-$12.6K)
Filed 2026-10-15
Fell Capital Management
INCREASED
Shares35,042 from 15,384
Change+19,658 (+128%)
Value$853.6K (+$461.0K)
Filed 2026-10-09
Legacy Wealth Partners, LLC
NEW
Shares34,002
Change+34,002
Value$828.3K
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares33,822 from 20,242
Change+13,580 (+67%)
Value$823.9K (+$316.4K)
Filed 2026-10-26
Richardson Financial Services Inc.
INCREASED
Shares33,547 from 15,629
Change+17,918 (+115%)
Value$817.2K (+$418.4K)
Filed 2026-10-30
MSH Capital Advisors LLC
DECREASED
Shares33,283 from 34,078
Change-795 (-2%)
Value$810.8K (-$58.9K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares32,473
Change+32,473
Value$791.0K
Filed 2026-11-03
Brown Financial Advisory
INCREASED
Shares32,416 from 15,755
Change+16,661 (+106%)
Value$789.7K (+$387.6K)
Filed 2026-11-05
Tandem Investment Partners LLC
INCREASED
Shares31,869 from 30,691
Change+1,178 (+4%)
Value$776.3K (-$6.9K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares31,515 from 31,515
Change0 (0%)
Value$804.2K ($0)
Filed 2026-10-26
Keystone Wealth Services, LLC
DECREASED
Shares31,392 from 34,059
Change-2,667 (-8%)
Value$765.0K (-$104.2K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares30,110 from 21,172
Change+8,938 (+42%)
Value$733.5K (+$193.2K)
Filed 2026-10-26
Lynx Investment Advisory
INCREASED
Shares30,004 from 27,884
Change+2,120 (+8%)
Value$730.9K (+$19.3K)
Filed 2026-10-27
Sharper & Granite LLC
INCREASED
Shares28,560 from 27,950
Change+610 (+2%)
Value$731.7K (+$18.4K)
Filed 2026-11-02
FWG Investments, Llc.
DECREASED
Shares27,924 from 28,362
Change-438 (-2%)
Value$680.2K (-$43.6K)
Filed 2026-11-03
Ascent Group, LLC
NEW
Shares27,732
Change+27,732
Value$675.6K
Filed 2026-10-30
Farrell Financial LLC
INCREASED
Shares25,579 from 25,499
Change+80 (+0%)
Value$623.1K (-$27.6K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares25,339 from 22,408
Change+2,931 (+13%)
Value$617 (-$571.4K)
Filed 2026-11-02
Forza Wealth Management, LLC
UNCHANGED
Shares25,150 from 25,150
Change0 (0%)
Value$612.7K (-$29.2K)
Filed 2026-10-20
Opulen Financial Group LLC
DECREASED
Shares25,026 from 31,545
Change-6,519 (-21%)
Value$609.6K (-$195.4K)
Filed 2026-10-22
Tucker Asset Management LLC
INCREASED
Shares24,685 from 24,068
Change+617 (+3%)
Value$601.3K (-$12.9K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
NEW
Shares24,404
Change+24,404
Value$594.5K
Filed 2026-10-16
WealthPoint Financial, LLC
INCREASED
Shares24,253 from 12,488
Change+11,765 (+94%)
Value$590.8K (+$272.1K)
Filed 2026-11-03
Snider Financial Group
INCREASED
Shares24,193 from 24,166
Change+27 (+0%)
Value$589.3K (-$27.4K)
Filed 2026-10-16
Shum Financial Group, Inc.
INCREASED
Shares23,549 from 22,870
Change+679 (+3%)
Value$573.6K (-$10.0K)
Filed 2026-10-13
Flagship Private Wealth, LLC
DECREASED
Shares22,316 from 51,078
Change-28,762 (-56%)
Value$543.6K (-$759.9K)
Filed 2026-11-05
Paladin Wealth, LLC
INCREASED
Shares21,622 from 19,733
Change+1,889 (+10%)
Value$526.7K (+$23.1K)
Filed 2026-10-23
Worth Financial Advisory Group, LLC
DECREASED
Shares21,571 from 22,014
Change-443 (-2%)
Value$525.5K (-$36.3K)
Filed 2026-10-19
Carroll Advisory Group, LLC
DECREASED
Shares21,511 from 27,447
Change-5,936 (-22%)
Value$524.0K (-$176.4K)
Filed 2026-10-16
Navigation Group, LLC
INCREASED
Shares21,443 from 21,440
Change+3 (+0%)
Value$522.4K (-$24.8K)
Filed 2026-10-28
GEM Asset Management, LLC
UNCHANGED
Shares20,783 from 20,783
Change0 (0%)
Value$506.3K (-$24.1K)
Filed 2026-10-13
Mascoma Wealth Management LLC
INCREASED
Shares20,516 from 893
Change+19,623 (+2197%)
Value$499.8K (+$477.0K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares20,481 from 20,754
Change-273 (-1%)
Value$498.9K (-$30.7K)
Filed 2026-11-05
Financial Advisory Partners, LLC
INCREASED
Shares20,271 from 17,072
Change+3,199 (+19%)
Value$493.8K (+$58.1K)
Filed 2026-10-23
Westco Advisory Services Inc
DECREASED
Shares19,755 from 21,598
Change-1,843 (-9%)
Value$481.2K (-$69.9K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares18,374 from 18,446
Change-72 (0%)
Value$447.6K (-$23.1K)
Filed 2026-10-08
Swmg, LLC
NEW
Shares18,200
Change+18,200
Value$450.8K
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares17,107 from 16,899
Change+208 (+1%)
Value$416.7K (-$14.5K)
Filed 2026-10-21
Eclectic Associates Inc
INCREASED
Shares17,025 from 16,231
Change+794 (+5%)
Value$414.7K (+$514)
Filed 2026-10-09
Sharkey, Howes & Javer
INCREASED
Shares16,964 from 15,707
Change+1,257 (+8%)
Value$413.2K (+$12.4K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares16,957 from 27,205
Change-10,248 (-38%)
Value$413.1K (-$281.2K)
Filed 2026-10-16
Advisor Resource Council
DECREASED
Shares16,919 from 51,853
Change-34,934 (-67%)
Value$410.3K (-$908.3K)
Filed 2026-11-05
Midwest Financial Network, LLC
INCREASED
Shares16,793 from 13,088
Change+3,705 (+28%)
Value$409.1K (+$75.1K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED
Shares15,840 from 17,840
Change-2,000 (-11%)
Value$385.9K (-$69.4K)
Filed 2026-10-06
Concord Asset Management, LLC
INCREASED
Shares15,515 from 13,871
Change+1,644 (+12%)
Value$377.9K (+$24.0K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares15,515 from 14,333
Change+1,182 (+8%)
Value$377.9K (+$12.2K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares15,406 from 15,804
Change-398 (-3%)
Value$375.3K (-$28.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares15,357 from 15,200
Change+157 (+1%)
Value$373.6K (-$12.1K)
Filed 2026-10-16
Plan A Wealth LLC
DECREASED
Shares15,320 from 15,917
Change-597 (-4%)
Value$373.2K (-$33.0K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
INCREASED
Shares15,255 from 13,984
Change+1,271 (+9%)
Value$371.6K (+$14.7K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
NEW
Shares14,493
Change+14,493
Value$353.0K
Filed 2026-11-04
Prospect Financial Group LLC
DECREASED
Shares13,769 from 63,072
Change-49,303 (-78%)
Value$335.4K (-$1.3M)
Filed 2026-11-05
Kure Advisory, LLC
INCREASED
Shares13,659 from 13,648
Change+11 (+0%)
Value$332.7K (-$15.6K)
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares13,265 from 18,496
Change-5,231 (-28%)
Value$326.3K (-$145.9K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares12,740 from 12,928
Change-188 (-1%)
Value$324.4K (-$5.5K)
Filed 2026-11-02
Optivise Advisory Services LLC
INCREASED
Shares12,646 from 12,632
Change+14 (+0%)
Value$308.1K (-$14.3K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares12,223 from 12,376
Change-153 (-1%)
Value$297.8K (-$18.1K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares12,183 from 12,214
Change-31 (0%)
Value$296.8K (-$14.9K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares12,175 from 15,913
Change-3,738 (-23%)
Value$296.6K (-$109.5K)
Filed 2026-11-03
Balentine LLC
INCREASED
Shares12,031 from 11,494
Change+537 (+5%)
Value$293.1K (-$261)
Filed 2026-11-03
Palatine Hill Wealth Management, LLC
INCREASED
Shares11,530 from 10,605
Change+925 (+9%)
Value$280.9K (+$10.2K)
Filed 2026-11-03
Investment Planning Advisors, Inc.
DECREASED
Shares11,458 from 11,549
Change-91 (-1%)
Value$279.1K (-$15.6K)
Filed 2026-10-14
Professional Financial Advisors, LLC
INCREASED
Shares11,355 from 11,280
Change+75 (+1%)
Value$276.6K (-$11.3K)
Filed 2026-10-13
Roman Butler Fullerton & Co
INCREASED
Shares11,270 from 11,150
Change+120 (+1%)
Value$276.1K (-$4.7K)
Filed 2026-10-27
Insight Advisors, LLC/ PA
DECREASED
Shares10,587 from 10,841
Change-254 (-2%)
Value$257.9K (-$18.8K)
Filed 2026-10-22
Olio Financial Planning
INCREASED
Shares10,449 from 8,777
Change+1,672 (+19%)
Value$254.5K (+$30.5K)
Filed 2026-10-22
Postrock Partners LLC
NEW
Shares10,286
Change+10,286
Value$250.6K
Filed 2026-11-02
Heartwood Wealth Advisors LLC
DECREASED
Shares10,017 from 10,028
Change-11 (0%)
Value$244.0K (-$11.9K)
Filed 2026-10-05
Acorn Wealth Advisors, LLC
DECREASED
Shares9,715 from 10,211
Change-496 (-5%)
Value$236.7K (-$23.9K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
INCREASED
Shares9,701 from 9,479
Change+222 (+2%)
Value$236.3K (-$5.6K)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares9,577 from 9,576
Change+1 (+0%)
Value$233.3K (-$11.1K)
Filed 2026-10-16
Prospera Financial Services Inc
NEW
Shares9,427
Change+9,427
Value$234.3K
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares9,235 from 17,507
Change-8,272 (-47%)
Value$225.0K (-$221.8K)
Filed 2026-11-05
Optimist Retirement Group LLC
INCREASED
Shares9,106 from 9,022
Change+84 (+1%)
Value$221.8K (-$8.4K)
Filed 2026-10-30
Atlas Private Wealth Advisors
INCREASED
Shares8,595 from 8,192
Change+403 (+5%)
Value$209.4K (+$314)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares8,577 from 8,577
Change0 (0%)
Value$208.9K (-$10.0K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares8,572 from 9,147
Change-575 (-6%)
Value$208.8K (-$24.6K)
Filed 2026-10-07
Ehrlich Financial Group
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$207.1K (-$9.9K)
Filed 2026-10-20
Integrity Wealth Partners, LLC
NEW
Shares8,424
Change+8,424
Value$205.2K
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares8,321 from 7,991
Change+330 (+4%)
Value$202.7K (-$1.2K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares8,270 from 8,270
Change0 (0%)
Value$201.5K (-$9.6K)
Filed 2026-10-28
Gibbs Wealth Management
UNCHANGED
Shares8,226 from 8,226
Change0 (0%)
Value$200.4K (-$9.5K)
Filed 2026-10-22
Realta Investment Advisors
DECREASED
Shares7,858 from 8,172
Change-314 (-4%)
Value$191.4K (-$17.1K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares7,233 from 6,871
Change+362 (+5%)
Value$176.2K (+$848)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares7,031 from 7,023
Change+8 (+0%)
Value$171.3K (-$7.9K)
Filed 2026-10-27
KFG LLC
NEW
Shares6,091
Change+6,091
Value$148.4K
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,709 from 9,613
Change-3,904 (-41%)
Value$139.1K (-$106.3K)
Filed 2026-10-07
Bullock Wealth Management Group
INCREASED
Shares4,799 from 4,748
Change+51 (+1%)
Value$116.8K (-$3.8K)
Filed 2026-10-09
Key FInancial Inc
INCREASED
Shares4,549 from 3,894
Change+655 (+17%)
Value$110.8K (+$11.4K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares4,026 from 3,656
Change+370 (+10%)
Value$98.1K (+$4.8K)
Filed 2026-10-05
Planning Strategies Inc.
DECREASED
Shares2,933 from 3,137
Change-204 (-6%)
Value$71.4K (-$8.6K)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,807 from 2,807
Change0 (0%)
Value$68.4K (-$3.3K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares2,735 from 2,659
Change+76 (+3%)
Value$66.6K (-$1.2K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares2,674 from 1,970
Change+704 (+36%)
Value$65.1K (+$14.9K)
Filed 2026-10-14
Wolff Wiese Magana LLC
INCREASED
Shares2,168 from 1,751
Change+417 (+24%)
Value$52.8K (+$8.1K)
Filed 2026-10-15
Beacon Capital Management, Inc.
DECREASED
Shares2,129 from 2,135
Change-6 (0%)
Value$51.9K (-$2.6K)
Filed 2026-10-13
Heritage Family Offices, LLP
NEW
Shares1,932
Change+1,932
Value$47.1K
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares1,871 from 1,855
Change+16 (+1%)
Value$45.6K (-$1.8K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$44.3K (-$2.1K)
Filed 2026-10-22
Mcdonald Partners LLC
DECREASED
Shares1,707 from 2,537
Change-830 (-33%)
Value$41.6K (-$23.2K)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$39 (-$2)
Filed 2026-10-02
IMG Wealth Management, Inc.
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$33.1K (-$1.6K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares1,335 from 1,300
Change+35 (+3%)
Value$32.5K (-$649)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares1,052 from 1,041
Change+11 (+1%)
Value$25.6K (-$939)
Filed 2026-11-02
Bare Financial Services, Inc
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$20.8K (-$991)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares844 from 1,128
Change-284 (-25%)
Value$20.6K (-$8.2K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$20.4K (-$970)
Filed 2026-10-23
1620 Investment Advisors, Inc.
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$19.8K (-$943)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares738 from 703
Change+35 (+5%)
Value$18.0K (+$37)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares668 from 1,096
Change-428 (-39%)
Value$16.3K (-$11.7K)
Filed 2026-11-04
Aventus Investment Advisors, Inc.
INCREASED
Shares660 from 653
Change+7 (+1%)
Value$16.1K (-$589)
Filed 2026-10-09
Valley National Advisers Inc
INCREASED
Shares643 from 636
Change+7 (+1%)
Value$15.7K (-$573)
Filed 2026-10-23
Ascentis Wealth Management, LLC
DECREASED
Shares603 from 656
Change-53 (-8%)
Value$14.7K (-$2.1K)
Filed 2026-11-03
Phillips Financial Management, LLC
INCREASED
Shares514 from 509
Change+5 (+1%)
Value$12.5K (-$460)
Filed 2026-10-19
Olistico Wealth, LLC
NEW
Shares509
Change+509
Value$12.4K
Filed 2026-10-05
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$9.1K (-$435)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$8.7K (-$415)
Filed 2026-11-05
North Star Investment Management Corp.
INCREASED
Shares292 from 289
Change+3 (+1%)
Value$7.1K (-$261)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares285 from 277
Change+8 (+3%)
Value$6.9K (-$126)
Filed 2026-10-28
Sima Wealth Partners, LLC
NEW
Shares280
Change+280
Value$6.8K
Filed 2026-10-19
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$6.3K (-$298)
Filed 2026-10-07
Evolution Wealth Management Inc.
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$6.0K (-$286)
Filed 2026-10-28
Summit Securities Group LLC
NEW
Shares228
Change+228
Value$5.6K
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$4.3K (-$205)
Filed 2026-10-16
Barrett & Company, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$3.8K (-$182)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$3.4K (-$160)
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares125 from 29
Change+96 (+331%)
Value$3.0K (+$2.3K)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$2.8K (-$82)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$2.0K (-$98)
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares81
Change+81
Value$2
Filed 2026-10-14
Covestor Ltd
NEW
Shares78
Change+78
Value$2
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.1K (-$54)
Filed 2026-10-08
Wealth Analytics Partners, LLC
NEW
Shares37
Change+37
Value$893
Filed 2026-10-19
Bfsg, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$731 (-$35)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares27
Change+27
Value$668
Filed 2026-10-21
SJS Investment Consulting Inc.
NEW
Shares9
Change+9
Value$220
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED
Shares1 from 161
Change-160 (-99%)
Value$24 (-$4.1K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 144,942
Change-144,942 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-21
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 29,088
Change-29,088 (-100%)
Value$0 (-$742.3K)
Filed 2026-10-15
Visionary Horizons, LLC
CLOSED
Shares0 from 28,107
Change-28,107 (-100%)
Value$0 (-$717.3K)
Filed 2026-10-22
World Equity Group, Inc.
CLOSED
Shares0 from 16,584
Change-16,584 (-100%)
Value$0 (-$423.2K)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 14,615
Change-14,615 (-100%)
Value$0 (-$373.0K)
Filed 2026-10-29
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 12,875
Change-12,875 (-100%)
Value$0 (-$328.6K)
Filed 2026-10-15
Sovran Advisors, LLC
CLOSED
Shares0 from 9,421
Change-9,421 (-100%)
Value$0 (-$237.9K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 9,164
Change-9,164 (-100%)
Value$0 (-$233.9K)
Filed 2026-10-13
Americana Partners, LLC
CLOSED
Shares0 from 8,233
Change-8,233 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-28
Davenport & Co LLC
CLOSED
Shares0 from 8,108
Change-8,108 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-14
VestGen Advisors, LLC
CLOSED
Shares0 from 8,060
Change-8,060 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-27
Regions Financial Corp
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-05
Stevens Capital Partners
CLOSED
Shares0 from 7,913
Change-7,913 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$81.7K)
Filed 2026-10-15
Beacon Financial Strategies Corp
CLOSED
Shares0 from 1,278
Change-1,278 (-100%)
Value$0 (-$32.6K)
Filed 2026-10-14
Westside Investment Management, Inc.
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$29.7K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-16
Kroeger Financial Partners
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 25,330,337
Change-25,330,337 (-100%)
Value—
State Street Corp
N/A
Shares— from 14,524,976
Change-14,524,976 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,403,756
Change-14,403,756 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,857,952
Change-9,857,952 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 9,729,670
Change-9,729,670 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,808,136
Change-7,808,136 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,130,294
Change-7,130,294 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 5,605,943
Change-5,605,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,558,553
Change-4,558,553 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,428,126
Change-4,428,126 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,528,562
Change-3,528,562 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,933,787
Change-2,933,787 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,763,710
Change-2,763,710 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,688,668
Change-2,688,668 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,585,412
Change-2,585,412 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 2,534,062
Change-2,534,062 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,369,899
Change-2,369,899 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,226,732
Change-2,226,732 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,205,265
Change-2,205,265 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 2,113,953
Change-2,113,953 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,060,940
Change-2,060,940 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,058,853
Change-2,058,853 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,773,218
Change-1,773,218 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,667,791
Change-1,667,791 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,644,992
Change-1,644,992 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,634,324
Change-1,634,324 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,626,601
Change-1,626,601 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,533,755
Change-1,533,755 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 1,382,116
Change-1,382,116 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 1,347,217
Change-1,347,217 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,250,683
Change-1,250,683 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,199,257
Change-1,199,257 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,190,864
Change-1,190,864 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,158,290
Change-1,158,290 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,065,592
Change-1,065,592 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,062,315
Change-1,062,315 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,051,869
Change-1,051,869 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,044,516
Change-1,044,516 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 955,598
Change-955,598 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 852,558
Change-852,558 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 828,897
Change-828,897 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 821,148
Change-821,148 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 746,702
Change-746,702 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 673,977
Change-673,977 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 661,720
Change-661,720 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 652,734
Change-652,734 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 637,416
Change-637,416 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 623,869
Change-623,869 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 572,792
Change-572,792 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 568,363
Change-568,363 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 560,061
Change-560,061 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 539,412
Change-539,412 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 485,740
Change-485,740 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 447,565
Change-447,565 (-100%)
Value—
UBS Group AG
N/A
Shares— from 418,272
Change-418,272 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 398,509
Change-398,509 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 380,279
Change-380,279 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 379,344
Change-379,344 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 374,431
Change-374,431 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 365,012
Change-365,012 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 335,040
Change-335,040 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 330,153
Change-330,153 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 319,785
Change-319,785 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 317,519
Change-317,519 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 315,726
Change-315,726 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 315,144
Change-315,144 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 313,874
Change-313,874 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 312,210
Change-312,210 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 308,172
Change-308,172 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 306,270
Change-306,270 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 305,674
Change-305,674 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 292,809
Change-292,809 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 286,978
Change-286,978 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 264,698
Change-264,698 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 233,283
Change-233,283 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 222,217
Change-222,217 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 214,952
Change-214,952 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 213,540
Change-213,540 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 211,560
Change-211,560 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 204,300
Change-204,300 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 202,919
Change-202,919 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 193,630
Change-193,630 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 189,626
Change-189,626 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 176,811
Change-176,811 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 169,866
Change-169,866 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 169,277
Change-169,277 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 158,186
Change-158,186 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 156,938
Change-156,938 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 153,010
Change-153,010 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 148,926
Change-148,926 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 147,090
Change-147,090 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 146,946
Change-146,946 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 145,679
Change-145,679 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 135,518
Change-135,518 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 134,817
Change-134,817 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 125,699
Change-125,699 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 124,724
Change-124,724 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 123,328
Change-123,328 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 106,260
Change-106,260 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 105,043
Change-105,043 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 99,976
Change-99,976 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 90,401
Change-90,401 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 89,686
Change-89,686 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 87,921
Change-87,921 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 86,918
Change-86,918 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 84,465
Change-84,465 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 83,995
Change-83,995 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 77,707
Change-77,707 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 76,746
Change-76,746 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 73,292
Change-73,292 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 69,823
Change-69,823 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 65,346
Change-65,346 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 63,301
Change-63,301 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 62,320
Change-62,320 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 60,983
Change-60,983 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 60,392
Change-60,392 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 58,527
Change-58,527 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,322
Change-56,322 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 56,094
Change-56,094 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 52,423
Change-52,423 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 51,978
Change-51,978 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 51,148
Change-51,148 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 50,146
Change-50,146 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 44,960
Change-44,960 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 43,508
Change-43,508 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 41,907
Change-41,907 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 40,441
Change-40,441 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 38,846
Change-38,846 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 38,325
Change-38,325 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 36,152
Change-36,152 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 35,367
Change-35,367 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 34,260
Change-34,260 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 34,259
Change-34,259 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 33,541
Change-33,541 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 32,245
Change-32,245 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 31,669
Change-31,669 (-100%)
Value—
Betterment LLC
N/A
Shares— from 31,205
Change-31,205 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 30,638
Change-30,638 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 30,285
Change-30,285 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 30,086
Change-30,086 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 29,824
Change-29,824 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 29,435
Change-29,435 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,343
Change-29,343 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,580
Change-28,580 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 28,502
Change-28,502 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 28,061
Change-28,061 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 24,755
Change-24,755 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 24,467
Change-24,467 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 23,184
Change-23,184 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 21,863
Change-21,863 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 21,858
Change-21,858 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 21,744
Change-21,744 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 21,541
Change-21,541 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 20,954
Change-20,954 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,083
Change-20,083 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 19,994
Change-19,994 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 19,761
Change-19,761 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 19,056
Change-19,056 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,011
Change-18,011 (-100%)
Value—
&partners
N/A
Shares— from 17,954
Change-17,954 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,118
Change-17,118 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 16,767
Change-16,767 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 15,431
Change-15,431 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 15,389
Change-15,389 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,755
Change-14,755 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,566
Change-14,566 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,828
Change-13,828 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,329
Change-13,329 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 13,272
Change-13,272 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 13,146
Change-13,146 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 13,129
Change-13,129 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,944
Change-12,944 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 11,172
Change-11,172 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 11,084
Change-11,084 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 11,022
Change-11,022 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 10,967
Change-10,967 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,773
Change-10,773 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,714
Change-10,714 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,579
Change-10,579 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 10,188
Change-10,188 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 10,180
Change-10,180 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,345
Change-9,345 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,707
Change-8,707 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 896
Change-896 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 180
Change-180 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20
Change-20 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED10,567,6089,787,519+780,089+8%$249.8M$257.4M+$7.6M2026-10-14
Exchange Traded Concepts, LLC
DECREASED7,927,6869,727,132-1,799,446-18%$248.2M$193.1M-$55.1M2026-10-28
Willow Creek Wealth Management Inc.
INCREASED4,698,0624,542,531+155,531+3%$115.9M$114.4M-$1.5M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED3,517,4853,206,173+311,312+10%$81.8M$85.7M+$3.9M2026-10-21
Creative Planning
INCREASED3,484,8561,251,760+2,233,096+178%$31.9M$84.9M+$52.9M2026-11-02
AlphaStar Capital Management, LLC
INCREASED2,844,2442,660,661+183,583+7%$67.9M$69.3M+$1.4M2026-10-16
Apella Capital, LLC
INCREASED2,646,5682,223,605+422,963+19%$56.3M$64.3M+$8.0M2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED2,564,4242,636,743-72,319-3%$66.7M$62.5M-$4.1M2026-10-13
Great Lakes Retirement, Inc.
INCREASED2,486,5352,424,802+61,733+3%$61.9M$60.6M-$1.3M2026-10-26
Gradient Investments LLC
INCREASED2,457,8032,336,644+121,159+5%$59.6M$59.9M+$240.9K2026-10-08
Univest Financial Corp
DECREASED2,290,1242,350,569-60,445-3%$60.0M$55.8M-$4.2M2026-11-05
Assetmark, Inc
INCREASED1,767,637836,300+931,337+111%$21.3M$43.1M+$21.7M2026-10-21
Arrien Investments, Inc.
INCREASED1,469,8301,431,245+38,585+3%$36.5M$35.8M-$720.3K2026-10-30
Truefg, LLC
INCREASED1,403,8641,301,815+102,049+8%$33.2M$34.2M+$975.8K2026-10-15
Wealth Management Nebraska
DECREASED1,394,0941,420,593-26,499-2%$36.3M$34.0M-$2.3M2026-10-26
Lodestar Private Asset Management LLC
DECREASED1,354,4811,410,335-55,854-4%$36.0M$33.0M-$3.0M2026-10-26
Reston Wealth Management LLC
DECREASED1,314,1321,346,522-32,390-2%$34.4M$32.0M-$2.4M2026-10-29
Trinity Wealth Management, LLC
INCREASED1,279,7251,257,417+22,308+2%$32.1M$31.2M-$915.2K2026-10-13
Choreo, LLC
DECREASED1,275,1761,375,441-100,265-7%$35.1M$31.1M-$4.0M2026-10-28
Cutler Investment Counsel LLC
INCREASED1,190,0471,160,764+29,283+3%$29.6M$29.0M-$633.1K2026-10-28
Retiremitten Financial LLC
DECREASED1,183,8621,252,023-68,161-5%$32.0M$29.3M-$2.7M2026-11-05
Leading Edge Financial Planning LLC
DECREASED1,160,7691,173,898-13,129-1%$30.0M$28.3M-$1.7M2026-10-23
Aspire Private Capital, LLC
INCREASED1,100,395788,694+311,701+40%$20.1M$26.8M+$6.7M2026-11-05
Mueller Wealth, LLC
INCREASED1,061,969942,299+119,670+13%$24.0M$25.9M+$1.8M2026-11-05
WealthPlan Investment Management, LLC
INCREASED1,057,151990,074+67,077+7%$25.3M$25.8M+$485.5K2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED1,048,6951,042,937+5,758+1%$26.6M$25.5M-$1.1M2026-10-27
Clear Creek Financial Management, LLC
DECREASED982,0671,059,916-77,849-7%$27.0M$23.9M-$3.1M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED964,7261,020,207-55,481-5%$26.0M$23.5K-$26.0M2026-11-02
Waller Financial Planning Group, Inc
DECREASED929,817960,721-30,904-3%$24.5M$22.7M-$1.9M2026-10-07
Kagan Cocozza Asset Management
INCREASED863,789702,691+161,098+23%$17.9M$21.0M+$3.1M2026-10-19
Weitzel Financial Services, Inc.
INCREASED783,601743,151+40,450+5%$18.9M$19.0M+$165.3K2026-10-16
Park Avenue Securities LLC
INCREASED756,174616,806+139,368+23%$15.7M$18.4K-$15.7M2026-10-26
Tsfg, LLC
INCREASED750,986745,412+5,574+1%$19.0M$18.3K-$19.0M2026-10-23
Stewardship Advisors, LLC
INCREASED745,878725,561+20,317+3%$18.5M$18.2M-$346.7K2026-10-20
Tennessee Valley Asset Management Partners
INCREASED723,467693,653+29,814+4%$17.7M$17.6M-$78.4K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED671,847557,829+114,018+20%$14.2M$16.4M+$2.1M2026-11-04
SigFig Wealth Management, LLC
INCREASED656,390620,079+36,311+6%$15.9M$16.0M+$97.0K2026-10-07
Convergence Financial, LLC
DECREASED645,253999,682-354,429-35%$25.5M$15.7M-$9.8M2026-10-27
Virtue Capital Management, LLC
DECREASED600,832852,250-251,418-29%$21.7M$14.6M-$7.1M2026-10-29
Cyr Financial Inc.
INCREASED599,038551,730+47,308+9%$14.1M$14.6M+$512.4K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED591,444129,940+461,504+355%$3.3M$14.4M+$11.1M2026-10-14
Advisory Resource Group
INCREASED586,145540,885+45,260+8%$13.8M$14.3M+$475.1K2026-10-26
Simplicity Wealth,LLC
INCREASED570,130546,014+24,116+4%$13.9M$13.9M-$45.9K2026-10-23
Allen Capital Group, LLC
NEW567,469—+567,469——$13.8M—2026-10-27
Financial Planning Fort Collins, LLC
DECREASED512,566517,005-4,439-1%$13.1M$12.5M-$599.3K2026-10-16
Rochester Wealth Strategies, LLC
INCREASED497,215436,917+60,298+14%$11.2M$12.1M+$962.0K2026-11-03
ERn Financial, LLC
INCREASED479,356397,513+81,843+21%$10.1M$11.7M+$1.5M2026-10-28
Bensler, LLC
DECREASED449,685540,786-91,101-17%$13.8M$11.0M-$2.8M2026-11-05
Appleton Partners Inc
INCREASED439,618413,999+25,619+6%$10.6M$10.7K-$10.6M2026-10-30
Lanark Financial, Inc.
INCREASED435,267367,555+67,712+18%$9.4M$10.6M+$1.2M2026-10-26
Golden State Wealth Management, LLC
DECREASED416,810436,311-19,501-4%$11.1M$10.2M-$981.2K2026-11-02
Towercrest Capital Management
INCREASED413,148390,850+22,298+6%$10.0M$10.1M+$89.8K2026-10-23
RFG Advisory, LLC
INCREASED367,715359,861+7,854+2%$9.2M$9.0M-$226.1K2026-11-03
Values Added Financial LLC
INCREASED360,566311,768+48,798+16%$8.0M$8.8M+$827.1K2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED360,354348,137+12,217+4%$8.9M$8.8M-$106.2K2026-10-26
Commonwealth Equity Services, LLC
INCREASED356,464206,190+150,274+73%$5.3M$8.7M+$3.4M2026-11-02
Alliance Wealth Management Group
INCREASED354,440338,462+15,978+5%$8.6M$8.6M-$3.4K2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED352,793728,177-375,384-52%$18.6M$8.6M-$10.0M2026-11-05
Bank of New York Mellon Corp
INCREASED332,421302,598+29,823+10%$7.7M$8.1M+$375.5K2026-11-05
Tenzing Financial LLC
INCREASED329,434319,185+10,249+3%$8.1M$8.1M-$45.7K2026-11-03
Trilogy Capital Inc.
DECREASED325,136357,850-32,714-9%$9.1M$7.9M-$1.2M2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED321,847326,269-4,422-1%$8.3M$7.8M-$486.2K2026-10-13
KWB Wealth
INCREASED316,410309,572+6,838+2%$7.9M$7.7M-$192.5K2026-10-16
Jacobi Capital Management LLC
INCREASED311,807304,888+6,919+2%$7.8M$7.6M-$185.1K2026-11-05
Perigon Wealth Management, LLC
DECREASED307,638320,908-13,270-4%$8.2M$7.5M-$695.5K2026-10-22
Facet Wealth, Inc.
DECREASED300,657315,768-15,111-5%$8.1M$7.3M-$734.4K2026-11-04
Balefire, LLC
DECREASED298,507312,379-13,872-4%$8.0M$7.3M-$700.3K2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED297,714310,239-12,525-4%$7.9M$7.3M-$665.0K2026-10-29
Bernardo Wealth Planning LLC
NEW296,142—+296,142——$7.2M—2026-10-23
Vise Technologies, Inc.
INCREASED283,23289,394+193,838+217%$2.3M$6.9M+$4.6M2026-10-29
US Bancorp \de\
DECREASED282,750285,744-2,994-1%$7.3M$6.9M-$404.4K2026-11-05
Integrated Advisors Network LLC
INCREASED272,250271,620+630+0%$6.9M$6.6M-$299.7K2026-10-20
IFP Advisors, Inc
INCREASED271,465243,819+27,646+11%$6.2M$6.6M+$390.6K2026-10-16
Independent Financial Group, LLC
INCREASED261,855248,385+13,470+5%$6.3M$6.4M+$40.0K2026-10-13
Crestwood Advisors Group, LLC
DECREASED255,895294,425-38,530-13%$7.5M$6.2M-$1.3M2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED255,15120,417+234,734+1150%$521.0K$6.2M+$5.7M2026-11-02
Amtrust Financial Services, Inc.
UNCHANGED250,600250,60000%$6.4M$6.1M-$290.7K2026-10-19
Melone Private Wealth, LLC
INCREASED244,110243,858+252+0%$6.2M$5.9M-$276.7K2026-10-16
Rainier Family Wealth Inc
INCREASED238,712187,221+51,491+28%$4.8M$5.8M+$1.0M2026-11-02
Asset One Wealth Management LLC
INCREASED236,72613,190+223,536+1695%$334.0K$5.8M+$5.4M2026-11-02
Lunt Capital Management, Inc.
INCREASED234,703234,007+696+0%$6.0M$5.7M-$254.5K2026-10-30
Certified Advisory Corp
INCREASED232,350221,030+11,320+5%$5.6M$5.7M+$19.4K2026-10-29
Truist Financial Corp
DECREASED229,737232,618-2,881-1%$5.9M$5.6M-$340.0K2026-10-30
Raleigh Capital Management Inc.
INCREASED221,66439,810+181,854+457%$1.0M$5.4M+$4.4M2026-10-28
Destiny Capital Corp
DECREASED221,614224,808-3,194-1%$5.7M$5.4M-$338.6K2026-11-03
HBW Advisory Services LLC
INCREASED220,392219,883+509+0%$5.6M$5.4M-$242.7K2026-10-15
Barden Capital Management, Inc.
INCREASED216,403206,472+9,931+5%$5.3M$5.3M+$2.4K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED213,231274,050-60,819-22%$7.0M$5.2M-$1.8M2026-10-16
Kestra Advisory Services, LLC
INCREASED212,973204,341+8,632+4%$5.2M$5.2M-$26.8K2026-11-02
CFS Investment Advisory Services, LLC
INCREASED211,02617,618+193,408+1098%$447.5K$5.1M+$4.7M2026-10-19
Spectrum Advisors, Inc.
DECREASED208,654227,458-18,804-8%$5.8M$5.1M-$721.9K2026-11-03
Creative Financial Designs Inc
INCREASED201,951185,685+16,266+9%$4.7M$4.9M+$180.8K2026-11-04
Parallel Advisors, LLC
DECREASED200,317205,369-5,052-2%$5.2M$4.9M-$361.3K2026-11-03
Rinkey Investments
DECREASED199,841210,919-11,078-5%$5.4M$4.9M-$514.5K2026-10-28
Avior Wealth Management, LLC
INCREASED184,700180,128+4,572+3%$4.6M$4.5M-$97.6K2026-10-13
McMill Wealth Management
NEW181,662—+181,662——$4.4M—2026-11-05
Breakwater Investment Management
INCREASED175,673123,141+52,532+43%$3.1M$4.3M+$1.1M2026-10-20
Dutch Asset Corp
NEW173,626—+173,626——$4.2M—2026-10-20
Bull Oak Capital, LLC
DECREASED164,243167,695-3,452-2%$4.3M$4.0M-$278.6K2026-10-23
Financial & Tax Architects, LLC
INCREASED163,13551,701+111,434+216%$1.3M$4.0M+$2.7M2026-10-15
Auour Investments LLC
INCREASED156,861155,439+1,422+1%$4.0M$3.8M-$145.6K2026-10-28
CWC Advisors, Llc.
DECREASED154,068194,070-40,002-21%$5.0M$3.8M-$1.2M2026-10-15
Atria Investments, Inc
INCREASED151,378141,842+9,536+7%$3.6M$3.7M+$67.8K2026-10-15
NYL Investors LLC
INCREASED143,731142,232+1,499+1%$3.6M$3.5M-$128.5K2026-11-03
Sowell Financial Services LLC
INCREASED138,378131,894+6,484+5%$3.4M$3.4M+$5.0K2026-10-23
Steele Capital Management, Inc.
INCREASED127,130119,655+7,475+6%$3.1M$3.1M+$43.3K2026-11-02
JBR Co Financial Management Inc
DECREASED123,041133,412-10,371-8%$3.4M$3.1M-$280.7K2026-10-13
Smart Wealth LLC
INCREASED119,75616,924+102,832+608%$431.9K$2.9M+$2.5M2026-11-04
CGN Advisors LLC
DECREASED118,896119,499-6030%$3.0M$2.9M-$153.3K2026-10-21
Mill Capital Management, LLC
INCREASED113,11983,113+30,006+36%$2.1M$2.8M+$634.5K2026-10-26
Legacy Solutions, LLC
INCREASED111,612102,646+8,966+9%$2.6M$2.7M+$99.3K2026-10-07
Aspetuck Financial Management LLC
DECREASED111,317118,943-7,626-6%$3.0M$2.7M-$323.7K2026-11-04
Landmark Wealth Management, Inc.
INCREASED108,11511,950+96,165+805%$305.0K$2.6M+$2.3M2026-11-04
United Advisor Group, LLC
INCREASED105,12264,918+40,204+62%$1.7M$2.6M+$904.1K2026-11-03
Independent Wealth Network Inc.
DECREASED102,846114,092-11,246-10%$2.9M$2.5M-$406.3K2026-10-19
Orin Green Financial, LLC
INCREASED100,72699,567+1,159+1%$2.5M$2.5M-$87.3K2026-10-19
Scissortail Wealth Management, LLC
DECREASED96,85397,486-633-1%$2.5M$2.4M-$128.5K2026-11-03
Tempus Wealth Planning, LLC
INCREASED95,63395,267+366+0%$2.4M$2.3M-$101.6K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED94,43877,118+17,320+22%$2.0M$2.3M+$332.4K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED93,30795,885-2,578-3%$2.4M$2.3M-$174.0K2026-11-03
Sentinel Pension Advisors, LLC
DECREASED92,36495,660-3,296-3%$2.4M$2.2M-$171.2K2026-11-02
International Private Wealth Advisors LLC
INCREASED90,00277,205+12,797+17%$2.0M$2.2M+$222.2K2026-11-05
Retirement Planning Group, LLC
DECREASED87,916102,398-14,482-14%$2.6M$2.1M-$471.6K2026-10-19
First Financial Bank - Trust Division
INCREASED87,57668,719+18,857+27%$1.8M$2.1M+$379.6K2026-10-01
Aquire Wealth Advisors, LLC
DECREASED87,02789,629-2,602-3%$2.3M$2.1M-$167.4K2026-10-23
G&S Capital LLC
DECREASED83,95985,783-1,824-2%$2.2M$2.0M-$143.9K2026-10-23
TMB Capital Partners, LLC
INCREASED77,95677,684+272+0%$2.0M$1.9M-$83.5K2026-10-20
Signal Advisors Wealth, LLC
DECREASED77,00679,770-2,764-3%$2.0M$1.9M-$159.9K2026-10-13
USAdvisors Wealth Management, LLC
INCREASED70,80470,127+677+1%$1.8M$1.7K-$1.8M2026-10-21
Wrenne Financial Planning LLC
INCREASED70,00563,191+6,814+11%$1.6M$1.7M+$92.7K2026-10-30
MGO One Seven LLC
INCREASED69,78664,710+5,076+8%$1.7M$1.7M+$48.6K2026-10-28
Wealth Advisory Solutions, LLC
INCREASED69,57668,751+825+1%$1.8M$1.7M-$59.6K2026-10-20
E&G Advisors, LLC
DECREASED69,44469,824-380-1%$1.8M$1.7M-$90.1K2026-10-13
HF Advisory Group, LLC
INCREASED68,36166,776+1,585+2%$1.7M$1.7M-$38.9K2026-10-09
Global Strategic Investment Solutions, LLC
INCREASED66,78564,252+2,533+4%$1.6M$1.6M-$12.8K2026-10-16
McAdam, LLC
INCREASED64,17420,615+43,559+211%$526.1K$1.6M+$1.0M2026-10-21
TKG Advisors, LLC
INCREASED63,88563,809+76+0%$1.6M$1.6M-$72.2K2026-11-02
Ballast Rock Private Wealth LLC
INCREASED62,31160,224+2,087+3%$1.5M$1.5M-$19.0K2026-10-26
Citigroup Inc
INCREASED61,25458,138+3,116+5%$1.5M$1.5M+$8.5K2026-11-04
Koshinski Asset Management, Inc.
DECREASED60,96861,744-776-1%$1.6M$1.5M-$90.5K2026-10-29
Carnegie Investment Counsel
DECREASED60,68062,395-1,715-3%$1.6M$1.5M-$114.2K2026-10-20
Members Wealth LLC
NEW59,545—+59,545——$1.4M—2026-10-20
Scheeler Financial LLC
NEW57,275—+57,275——$1.4M—2026-10-13
Security Financial Services, Inc.
DECREASED56,62971,345-14,716-21%$1.8M$1.4M-$441.2K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED54,51554,280+235+0%$1.4M$1.3M-$57.2K2026-10-30
Busey Bank
DECREASED54,27069,188-14,918-22%$1.8M$1.3M-$443.7K2026-10-26
Lockerman Financial Group, Inc.
INCREASED54,04111,784+42,257+359%$300.7K$1.3M+$1.0M2026-10-19
TrueWealth Advisors, LLC
DECREASED53,98262,658-8,676-14%$1.6M$1.3M-$284.0K2026-10-09
Axxcess Wealth Management, LLC
INCREASED53,37331,061+22,312+72%$792.7K$1.3M+$507.5K2026-10-21
Hofer & Associates. Inc
NEW50,635—+50,635——$1.2M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED50,63551,328-693-1%$1.3M$1.2M-$76.4K2026-10-14
Arsenal Capital Advisors LLC
INCREASED49,31848,799+519+1%$1.2M$1.2M-$44.0K2026-11-02
Fifth Third Bancorp
DECREASED48,41551,669-3,254-6%$1.3M$1.2M-$139.2K2026-11-05
Diversify Wealth Management, LLC
INCREASED47,78433,751+14,033+42%$849.5K$1.2M+$325.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED47,78433,751+14,033+42%$849.5K$1.2M+$325.5K2026-10-20
Destiny Wealth Partners, LLC
DECREASED45,49947,465-1,966-4%$1.2M$1.1M-$64.8K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED45,46144,390+1,071+2%$1.1M$1.1M-$25.4K2026-11-02
Altus Wealth Group LLC
DECREASED44,47046,564-2,094-4%$1.2M$1.1M-$105.0K2026-10-20
Fermata Advisors, LLC
DECREASED43,18377,873-34,690-45%$2.0M$1.1M-$935.4K2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED41,86741,86700%$1.1M$1.1M$02026-11-03
LexAurum Advisors, LLC
UNCHANGED41,60641,60600%$1.1M$1.0M-$48.3K2026-10-19
Balance Wealth Partners LLC
DECREASED39,85550,620-10,765-21%$1.3M$970.9K-$321.0K2026-10-27
Private Wealth Group, LLC
DECREASED39,24695,287-56,041-59%$2.4M$956.0K-$1.5M2026-10-19
SAX Wealth Advisors, LLC
DECREASED39,10974,684-35,575-48%$1.9M$952.7K-$960.7K2026-10-13
Farther Finance Advisors, LLC
DECREASED38,59339,677-1,084-3%$1.0M$940.1K-$72.4K2026-10-08
Private Trust Co NA
INCREASED37,62035,918+1,702+5%$916.6K$916.4K-$2062026-10-20
Larson Financial Group LLC
DECREASED37,41449,378-11,964-24%$1.3M$911.4K-$348.7K2026-11-05
Vicus Capital
DECREASED37,114308,639-271,525-88%$7.9M$912.6K-$7.0M2026-11-05
Narus Financial Partners, LLC
INCREASED37,06835,765+1,303+4%$912.7K$903.0K-$9.7K2026-10-19
Hibernia Wealth Partners, LLC
INCREASED36,39117,500+18,891+108%$446.6K$886.5K+$439.9K2026-10-29
AdvisorNet Financial, Inc
INCREASED35,71934,728+991+3%$886.3K$873.7K-$12.6K2026-10-15
Fell Capital Management
INCREASED35,04215,384+19,658+128%$392.6K$853.6K+$461.0K2026-10-09
Legacy Wealth Partners, LLC
NEW34,002—+34,002——$828.3K—2026-10-15
Triad Wealth Partners, LLC
INCREASED33,82220,242+13,580+67%$507.5K$823.9K+$316.4K2026-10-26
Richardson Financial Services Inc.
INCREASED33,54715,629+17,918+115%$398.9K$817.2K+$418.4K2026-10-30
MSH Capital Advisors LLC
DECREASED33,28334,078-795-2%$869.7K$810.8K-$58.9K2026-11-03
Ascentis Independent Advisors
NEW32,473—+32,473——$791.0K—2026-11-03
Brown Financial Advisory
INCREASED32,41615,755+16,661+106%$402.1K$789.7K+$387.6K2026-11-05
Tandem Investment Partners LLC
INCREASED31,86930,691+1,178+4%$783.2K$776.3K-$6.9K2026-10-16
PKS Advisory Services, LLC
UNCHANGED31,51531,51500%$804.2K$804.2K$02026-10-26
Keystone Wealth Services, LLC
DECREASED31,39234,059-2,667-8%$869.2K$765.0K-$104.2K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED30,11021,172+8,938+42%$540.3K$733.5K+$193.2K2026-10-26
Lynx Investment Advisory
INCREASED30,00427,884+2,120+8%$711.6K$730.9K+$19.3K2026-10-27
Sharper & Granite LLC
INCREASED28,56027,950+610+2%$713.3K$731.7K+$18.4K2026-11-02
FWG Investments, Llc.
DECREASED27,92428,362-438-2%$723.8K$680.2K-$43.6K2026-11-03
Ascent Group, LLC
NEW27,732—+27,732——$675.6K—2026-10-30
Farrell Financial LLC
INCREASED25,57925,499+80+0%$650.7K$623.1K-$27.6K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED25,33922,408+2,931+13%$572.0K$617-$571.4K2026-11-02
Forza Wealth Management, LLC
UNCHANGED25,15025,15000%$641.8K$612.7K-$29.2K2026-10-20
Opulen Financial Group LLC
DECREASED25,02631,545-6,519-21%$805.0K$609.6K-$195.4K2026-10-22
Tucker Asset Management LLC
INCREASED24,68524,068+617+3%$614.2K$601.3K-$12.9K2026-10-29
Robertson Stephens Wealth Management, LLC
NEW24,404—+24,404——$594.5K—2026-10-16
WealthPoint Financial, LLC
INCREASED24,25312,488+11,765+94%$318.7K$590.8K+$272.1K2026-11-03
Snider Financial Group
INCREASED24,19324,166+27+0%$616.7K$589.3K-$27.4K2026-10-16
Shum Financial Group, Inc.
INCREASED23,54922,870+679+3%$583.6K$573.6K-$10.0K2026-10-13
Flagship Private Wealth, LLC
DECREASED22,31651,078-28,762-56%$1.3M$543.6K-$759.9K2026-11-05
Paladin Wealth, LLC
INCREASED21,62219,733+1,889+10%$503.6K$526.7K+$23.1K2026-10-23
Worth Financial Advisory Group, LLC
DECREASED21,57122,014-443-2%$561.8K$525.5K-$36.3K2026-10-19
Carroll Advisory Group, LLC
DECREASED21,51127,447-5,936-22%$700.4K$524.0K-$176.4K2026-10-16
Navigation Group, LLC
INCREASED21,44321,440+3+0%$547.2K$522.4K-$24.8K2026-10-28
GEM Asset Management, LLC
UNCHANGED20,78320,78300%$530.4K$506.3K-$24.1K2026-10-13
Mascoma Wealth Management LLC
INCREASED20,516893+19,623+2197%$22.8K$499.8K+$477.0K2026-10-23
Nations Financial Group Inc,
DECREASED20,48120,754-273-1%$529.6K$498.9K-$30.7K2026-11-05
Financial Advisory Partners, LLC
INCREASED20,27117,072+3,199+19%$435.7K$493.8K+$58.1K2026-10-23
Westco Advisory Services Inc
DECREASED19,75521,598-1,843-9%$551.2K$481.2K-$69.9K2026-10-14
CoreCap Advisors, LLC
DECREASED18,37418,446-720%$470.7K$447.6K-$23.1K2026-10-08
Swmg, LLC
NEW18,200—+18,200——$450.8K—2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED17,10716,899+208+1%$431.3K$416.7K-$14.5K2026-10-21
Eclectic Associates Inc
INCREASED17,02516,231+794+5%$414.2K$414.7K+$5142026-10-09
Sharkey, Howes & Javer
INCREASED16,96415,707+1,257+8%$400.8K$413.2K+$12.4K2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED16,95727,205-10,248-38%$694.3K$413.1K-$281.2K2026-10-16
Advisor Resource Council
DECREASED16,91951,853-34,934-67%$1.3M$410.3K-$908.3K2026-11-05
Midwest Financial Network, LLC
INCREASED16,79313,088+3,705+28%$334.0K$409.1K+$75.1K2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED15,84017,840-2,000-11%$455.3K$385.9K-$69.4K2026-10-06
Concord Asset Management, LLC
INCREASED15,51513,871+1,644+12%$354.0K$377.9K+$24.0K2026-11-02
Concord Wealth Partners
INCREASED15,51514,333+1,182+8%$365.8K$377.9K+$12.2K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED15,40615,804-398-3%$403.3K$375.3K-$28.0K2026-11-04
TD Waterhouse Canada Inc.
INCREASED15,35715,200+157+1%$385.8K$373.6K-$12.1K2026-10-16
Plan A Wealth LLC
DECREASED15,32015,917-597-4%$406.2K$373.2K-$33.0K2026-10-08
Brown, Lisle Ings, Inc.
INCREASED15,25513,984+1,271+9%$356.9K$371.6K+$14.7K2026-10-16
Daymark Wealth Partners, LLC
NEW14,493—+14,493——$353.0K—2026-11-04
Prospect Financial Group LLC
DECREASED13,76963,072-49,303-78%$1.6M$335.4K-$1.3M2026-11-05
Kure Advisory, LLC
INCREASED13,65913,648+11+0%$348.3K$332.7K-$15.6K2026-10-08
StoneX Group Inc.
DECREASED13,26518,496-5,231-28%$472.2K$326.3K-$145.9K2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED12,74012,928-188-1%$329.9K$324.4K-$5.5K2026-11-02
Optivise Advisory Services LLC
INCREASED12,64612,632+14+0%$322.4K$308.1K-$14.3K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED12,22312,376-153-1%$315.8K$297.8K-$18.1K2026-10-23
D.A. Davidson & Co.
DECREASED12,18312,214-310%$311.7K$296.8K-$14.9K2026-10-28
Advisor OS, LLC
DECREASED12,17515,913-3,738-23%$406.1K$296.6K-$109.5K2026-11-03
Balentine LLC
INCREASED12,03111,494+537+5%$293.3K$293.1K-$2612026-11-03
Palatine Hill Wealth Management, LLC
INCREASED11,53010,605+925+9%$270.6K$280.9K+$10.2K2026-11-03
Investment Planning Advisors, Inc.
DECREASED11,45811,549-91-1%$294.7K$279.1K-$15.6K2026-10-14
Professional Financial Advisors, LLC
INCREASED11,35511,280+75+1%$287.9K$276.6K-$11.3K2026-10-13
Roman Butler Fullerton & Co
INCREASED11,27011,150+120+1%$280.9K$276.1K-$4.7K2026-10-27
Insight Advisors, LLC/ PA
DECREASED10,58710,841-254-2%$276.7K$257.9K-$18.8K2026-10-22
Olio Financial Planning
INCREASED10,4498,777+1,672+19%$224.0K$254.5K+$30.5K2026-10-22
Postrock Partners LLC
NEW10,286—+10,286——$250.6K—2026-11-02
Heartwood Wealth Advisors LLC
DECREASED10,01710,028-110%$255.9K$244.0K-$11.9K2026-10-05
Acorn Wealth Advisors, LLC
DECREASED9,71510,211-496-5%$260.6K$236.7K-$23.9K2026-10-19
WealthCare Investment Partners, LLC
INCREASED9,7019,479+222+2%$241.9K$236.3K-$5.6K2026-11-05
RKL Wealth Management LLC
INCREASED9,5779,576+1+0%$244.4K$233.3K-$11.1K2026-10-16
Prospera Financial Services Inc
NEW9,427—+9,427——$234.3K—2026-11-04
Meridian Wealth Management, LLC
DECREASED9,23517,507-8,272-47%$446.8K$225.0K-$221.8K2026-11-05
Optimist Retirement Group LLC
INCREASED9,1069,022+84+1%$230.2K$221.8K-$8.4K2026-10-30
Atlas Private Wealth Advisors
INCREASED8,5958,192+403+5%$209.1K$209.4K+$3142026-10-23
Asset Dedication, LLC
UNCHANGED8,5778,57700%$218.9K$208.9K-$10.0K2026-11-03
Cooper Financial Group
DECREASED8,5729,147-575-6%$233.4K$208.8K-$24.6K2026-10-07
Ehrlich Financial Group
UNCHANGED8,5008,50000%$216.9K$207.1K-$9.9K2026-10-20
Integrity Wealth Partners, LLC
NEW8,424—+8,424——$205.2K—2026-10-14
Maia Wealth LLC
INCREASED8,3217,991+330+4%$203.9K$202.7K-$1.2K2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED8,2708,27000%$211.1K$201.5K-$9.6K2026-10-28
Gibbs Wealth Management
UNCHANGED8,2268,22600%$209.9K$200.4K-$9.5K2026-10-22
Realta Investment Advisors
DECREASED7,8588,172-314-4%$208.5K$191.4K-$17.1K2026-10-14
SBI Securities Co., Ltd.
INCREASED7,2336,871+362+5%$175.3K$176.2K+$8482026-10-22
Parkside Financial Bank & Trust
INCREASED7,0317,023+8+0%$179.2K$171.3K-$7.9K2026-10-27
KFG LLC
NEW6,091—+6,091——$148.4K—2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED5,7099,613-3,904-41%$245.3K$139.1K-$106.3K2026-10-07
Bullock Wealth Management Group
INCREASED4,7994,748+51+1%$120.6K$116.8K-$3.8K2026-10-09
Key FInancial Inc
INCREASED4,5493,894+655+17%$99.4K$110.8K+$11.4K2026-11-02
Rosenberg Matthew Hamilton
INCREASED4,0263,656+370+10%$93.3K$98.1K+$4.8K2026-10-05
Planning Strategies Inc.
DECREASED2,9333,137-204-6%$80.1K$71.4K-$8.6K2026-10-02
Capital Investment Advisory Services, LLC
UNCHANGED2,8072,80700%$71.6K$68.4K-$3.3K2026-10-30
JFS Wealth Advisors, LLC
INCREASED2,7352,659+76+3%$67.9K$66.6K-$1.2K2026-11-03
Triumph Capital Management
INCREASED2,6741,970+704+36%$50.3K$65.1K+$14.9K2026-10-14
Wolff Wiese Magana LLC
INCREASED2,1681,751+417+24%$44.7K$52.8K+$8.1K2026-10-15
Beacon Capital Management, Inc.
DECREASED2,1292,135-60%$54.5K$51.9K-$2.6K2026-10-13
Heritage Family Offices, LLP
NEW1,932—+1,932——$47.1K—2026-11-02
Cape Investment Advisory, Inc.
INCREASED1,8711,855+16+1%$47.3K$45.6K-$1.8K2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED1,8191,81900%$46.4K$44.3K-$2.1K2026-10-22
Mcdonald Partners LLC
DECREASED1,7072,537-830-33%$64.7K$41.6K-$23.2K2026-11-03
CX Institutional
UNCHANGED1,5981,59800%$41$39-$22026-10-02
IMG Wealth Management, Inc.
UNCHANGED1,3591,35900%$34.7K$33.1K-$1.6K2026-10-27
Rossby Financial, LCC
INCREASED1,3351,300+35+3%$33.2K$32.5K-$6492026-11-05
Lloyd Advisory Services, Llc.
INCREASED1,0521,041+11+1%$26.6K$25.6K-$9392026-11-02
Bare Financial Services, Inc
UNCHANGED85485400%$21.8K$20.8K-$9912026-11-04
Compass Financial Management LLC
DECREASED8441,128-284-25%$28.8K$20.6K-$8.2K2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED83683600%$21.3K$20.4K-$9702026-10-23
1620 Investment Advisors, Inc.
UNCHANGED81381300%$20.7K$19.8K-$9432026-11-04
Key Capital Management, Inc
INCREASED738703+35+5%$17.9K$18.0K+$372026-11-03
Kingdom Financial Group Llc.
DECREASED6681,096-428-39%$28.0K$16.3K-$11.7K2026-11-04
Aventus Investment Advisors, Inc.
INCREASED660653+7+1%$16.7K$16.1K-$5892026-10-09
Valley National Advisers Inc
INCREASED643636+7+1%$16.2K$15.7K-$5732026-10-23
Ascentis Wealth Management, LLC
DECREASED603656-53-8%$16.7K$14.7K-$2.1K2026-11-03
Phillips Financial Management, LLC
INCREASED514509+5+1%$13.0K$12.5K-$4602026-10-19
Olistico Wealth, LLC
NEW509—+509——$12.4K—2026-10-05
Dynamic Wealth Strategies, LLC
UNCHANGED37537500%$9.6K$9.1K-$4352026-10-16
Silver Grove Financial Group, Inc.
UNCHANGED35835800%$9.1K$8.7K-$4152026-11-05
North Star Investment Management Corp.
INCREASED292289+3+1%$7.4K$7.1K-$2612026-10-27
TD Private Client Wealth LLC
INCREASED285277+8+3%$7.1K$6.9K-$1262026-10-28
Sima Wealth Partners, LLC
NEW280—+280——$6.8K—2026-10-19
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED25725700%$6.6K$6.3K-$2982026-10-07
Evolution Wealth Management Inc.
UNCHANGED24724700%$6.3K$6.0K-$2862026-10-28
Summit Securities Group LLC
NEW228—+228——$5.6K—2026-11-05
Trust Co of Toledo NA
UNCHANGED17717700%$4.5K$4.3K-$2052026-10-16
Barrett & Company, Inc.
UNCHANGED15715700%$4.0K$3.8K-$1822026-10-22
Archer Investment Corp
UNCHANGED13813800%$3.5K$3.4K-$1602026-11-05
Networth Advisors, LLC
INCREASED12529+96+331%$740$3.0K+$2.3K2026-11-03
Hughes Financial Services, LLC
UNCHANGED11111100%$2.8K$2.8K-$822026-10-30
Investors Research Corp
UNCHANGED848400%$2.1K$2.0K-$982026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
NEW81—+81——$2—2026-10-14
Covestor Ltd
NEW78—+78——$2—2026-10-30
Gamma Investing LLC
UNCHANGED474700%$1.2K$1.1K-$542026-10-08
Wealth Analytics Partners, LLC
NEW37—+37——$893—2026-10-19
Bfsg, LLC
UNCHANGED303000%$766$731-$352026-10-30
Root Financial Partners, LLC
NEW27—+27——$668—2026-10-21
SJS Investment Consulting Inc.
NEW9—+9——$220—2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED1161-160-99%$4.1K$24-$4.1K2026-11-04
Precedent Wealth Partners, LLC
CLOSED0144,942-144,942-100%$3.7M$0-$3.7M2026-10-21
Riverbend Wealth Management, LLC
CLOSED029,088-29,088-100%$742.3K$0-$742.3K2026-10-15
Visionary Horizons, LLC
CLOSED028,107-28,107-100%$717.3K$0-$717.3K2026-10-22
World Equity Group, Inc.
CLOSED016,584-16,584-100%$423.2K$0-$423.2K2026-10-14
Integrity Alliance, Llc.
CLOSED014,615-14,615-100%$373.0K$0-$373.0K2026-10-29
PFG Private Wealth Management, LLC
CLOSED012,875-12,875-100%$328.6K$0-$328.6K2026-10-15
Sovran Advisors, LLC
CLOSED09,421-9,421-100%$237.9K$0-$237.9K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED09,164-9,164-100%$233.9K$0-$233.9K2026-10-13
Americana Partners, LLC
CLOSED08,233-8,233-100%$210.1K$0-$210.1K2026-10-28
Davenport & Co LLC
CLOSED08,108-8,108-100%$206.9K$0-$206.9K2026-10-14
VestGen Advisors, LLC
CLOSED08,060-8,060-100%$205.7K$0-$205.7K2026-10-27
Regions Financial Corp
CLOSED08,000-8,000-100%$204.2K$0-$204.2K2026-11-05
Stevens Capital Partners
CLOSED07,913-7,913-100%$201.9K$0-$201.9K2026-10-29
GHP Investment Advisors, Inc.
CLOSED03,200-3,200-100%$81.7K$0-$81.7K2026-10-15
Beacon Financial Strategies Corp
CLOSED01,278-1,278-100%$32.6K$0-$32.6K2026-10-14
Westside Investment Management, Inc.
CLOSED01,162-1,162-100%$29.7K$0-$29.7K2026-11-02
International Assets Investment Management, LLC
CLOSED0690-690-100%$17.5K$0-$17.5K2026-11-02
Cornerstone Planning Group LLC
CLOSED0492-492-100%$12.4K$0-$12.4K2026-10-16
Kroeger Financial Partners
CLOSED0284-284-100%$7.2K$0-$7.2K2026-10-19
Cherry Tree Wealth Management, LLC
CLOSED0210-210-100%$5.4K$0-$5.4K2026-10-15
Simplex Trading, LLC
CLOSED0169-169-100%$4.3K$0-$4.3K2026-11-04
LPL Financial LLC
N/A—25,330,337-25,330,337-100%$646.4M———
State Street Corp
N/A—14,524,976-14,524,976-100%$370.7M———
Cerity Partners LLC
N/A—14,403,756-14,403,756-100%$367.6M———
Envestnet Asset Management Inc
N/A—9,857,952-9,857,952-100%$251.6M———
Horizon Investments, LLC
N/A—9,729,670-9,729,670-100%$131.6M———
RiverFront Investment Group, LLC
N/A—7,808,136-7,808,136-100%$199.3M———
Bank of America Corp
N/A—7,130,294-7,130,294-100%$182.0M———
Tidal Investments LLC
N/A—5,605,943-5,605,943-100%$142.6M———
Osaic Holdings, Inc.
N/A—4,558,553-4,558,553-100%$116.3M———
Tobias Financial Advisors, Inc.
N/A—4,428,126-4,428,126-100%$113.0M———
Baker Avenue Asset Management, LP
N/A—3,528,562-3,528,562-100%$90.0M———
Raymond James Financial Inc
N/A—2,933,787-2,933,787-100%$74.9M———
Kingsview Wealth Management, LLC
N/A—2,763,710-2,763,710-100%$70.5M———
Morgan Stanley
N/A—2,688,668-2,688,668-100%$68.6M———
JPMorgan Chase & Co
N/A—2,585,412-2,585,412-100%$66.3M———
Cornerstone Advisors Asset Management, LLC
N/A—2,534,062-2,534,062-100%$64.7M———
Stratos Investment Management, LLC
N/A—2,369,899-2,369,899-100%$60.5M———
MAI Capital Management
N/A—2,226,732-2,226,732-100%$56.8M———
N.E.W. Advisory Services LLC
N/A—2,205,265-2,205,265-100%$56.3M———
Financial Strategies Group, Inc.
N/A—2,113,953-2,113,953-100%$53.3M———
Equitable Holdings, Inc.
N/A—2,060,940-2,060,940-100%$52.6M———
Wealthspire Advisors, LLC
N/A—2,058,853-2,058,853-100%$52.5M———
Banco Santander, S.A.
N/A—1,773,218-1,773,218-100%$45.3M———
NewEdge Advisors, LLC
N/A—1,667,791-1,667,791-100%$42.6M———
Cetera Investment Advisers
N/A—1,644,992-1,644,992-100%$42.0M———
Great Valley Advisor Group, Inc.
N/A—1,634,324-1,634,324-100%$41.7M———
Vestmark Advisory Solutions, Inc.
N/A—1,626,601-1,626,601-100%$41.5M———
Sanctuary Advisors, LLC
N/A—1,533,755-1,533,755-100%$39.1M———
Stadion Money Management, LLC
N/A—1,382,116-1,382,116-100%$35.2M———
Arete Wealth Advisors, LLC
N/A—1,347,217-1,347,217-100%$34.4M———
Private Advisor Group, LLC
N/A—1,250,683-1,250,683-100%$31.9M———
Waverly Advisors, LLC
N/A—1,199,257-1,199,257-100%$30.6M———
Syon Capital LLC
N/A—1,190,864-1,190,864-100%$30.4M———
Royal Bank of Canada
N/A—1,158,290-1,158,290-100%$29.6M———
Janney Montgomery Scott LLC
N/A—1,065,592-1,065,592-100%$27.2M———
Rockefeller Capital Management L.P.
N/A—1,062,315-1,062,315-100%$27.1M———
Jones Financial Companies Lllp
N/A—1,051,869-1,051,869-100%$26.9M———
OneDigital Investment Advisors LLC
N/A—1,044,516-1,044,516-100%$26.7M———
Advisory Alpha, LLC
N/A—955,598-955,598-100%$24.4M———
MML Investors Services, LLC
N/A—852,558-852,558-100%$21.8M———
Moneta Group Investment Advisors LLC
N/A—828,897-828,897-100%$21.2M———
AQR Capital Management LLC
N/A—821,148-821,148-100%$21.0M———
IHT Wealth Management, LLC
N/A—746,702-746,702-100%$19.1M———
Capital Investment Management, Inc.
N/A—673,977-673,977-100%$17.2M———
Wells Fargo & Company
N/A—661,720-661,720-100%$16.9M———
Money Concepts Capital Corp
N/A—652,734-652,734-100%$16.7M———
Nicolet Bankshares Inc
N/A—637,416-637,416-100%$16.3M———
Gateway Wealth Partners, LLC
N/A—623,869-623,869-100%$15.9M———
Stifel Financial Corp
N/A—572,792-572,792-100%$14.6M———
Savant Capital, LLC
N/A—568,363-568,363-100%$14.5M———
Beacon Pointe Advisors, LLC
N/A—560,061-560,061-100%$14.3M———
Global Retirement Partners, LLC
N/A—539,412-539,412-100%$13.8M———
Capital Analysts, LLC
N/A—485,740-485,740-100%$12.4M———
Private Advisory Group LLC
N/A—447,565-447,565-100%$11.4M———
UBS Group AG
N/A—418,272-418,272-100%$10.7M———
Integrated Wealth Concepts LLC
N/A—398,509-398,509-100%$10.2M———
Rockbridge Investment Management, LCC
N/A—380,279-380,279-100%$9.7M———
Northwestern Mutual Wealth Management Co
N/A—379,344-379,344-100%$9.7M———
Astoria Strategic Wealth, Inc.
N/A—374,431-374,431-100%$9.6M———
Neuberger Berman Group LLC
N/A—365,012-365,012-100%$9.3M———
Zhang Financial LLC
N/A—335,040-335,040-100%$8.6M———
HighTower Advisors, LLC
N/A—330,153-330,153-100%$8.4M———
Pure Financial Advisors, LLC
N/A—319,785-319,785-100%$8.2M———
Geneos Wealth Management Inc.
N/A—317,519-317,519-100%$8.1M———
Orion Porfolio Solutions, LLC
N/A—315,726-315,726-100%$8.1M———
Captrust Financial Advisors
N/A—315,144-315,144-100%$8.0M———
Columbia River Financial Group, LLC
N/A—313,874-313,874-100%$8.0M———
United Capital Financial Advisors, LLC
N/A—312,210-312,210-100%$8.0M———
World Investment Advisors
N/A—308,172-308,172-100%$7.9M———
IAG Wealth Partners, LLC
N/A—306,270-306,270-100%$7.8M———
OneAscent Financial Services LLC
N/A—305,674-305,674-100%$7.8M———
Ameriprise Financial Inc
N/A—292,809-292,809-100%$7.5M———
Vertex Planning Partners, LLC
N/A—286,978-286,978-100%$7.3M———
PAX Financial Group, LLC
N/A—264,698-264,698-100%$6.8M———
Eldridge Investment Advisors, Inc.
N/A—233,283-233,283-100%$5.9M———
FSB Premier Wealth Management, Inc.
N/A—222,217-222,217-100%$5.7M———
Odyssey Group, LLC
N/A—214,952-214,952-100%$5.5M———
Capital Financial Group Inc\co\
N/A—213,540-213,540-100%$5.4M———
AE Wealth Management LLC
N/A—211,560-211,560-100%$5.4M———
Belpointe Asset Management LLC
N/A—204,300-204,300-100%$5.2M———
Wealth Watch Advisors, Inc
N/A—202,919-202,919-100%$5.2M———
Goldman Sachs Group Inc
N/A—193,630-193,630-100%$4.9M———
Lifeworks Advisors, LLC
N/A—189,626-189,626-100%$4.8M———
Copley Financial Group, Inc.
N/A—176,811-176,811-100%$4.5M———
Arkadios Wealth Advisors
N/A—169,866-169,866-100%$4.3M———
UBS Asset Management Americas LLC
N/A—169,277-169,277-100%$4.3M———
Cvfg LLC
N/A—158,186-158,186-100%$4.0M———
Empower Advisory Group, LLC
N/A—156,938-156,938-100%$4.0M———
Allworth Financial LP
N/A—153,010-153,010-100%$3.9M———
Global Endowment Management, LP
N/A—148,926-148,926-100%$3.8M———
PCB Capital LLC
N/A—147,090-147,090-100%$3.8M———
JT Stratford LLC
N/A—146,946-146,946-100%$3.8M———
McNamara Financial Services, Inc.
N/A—145,679-145,679-100%$3.7M———
Cahill Financial Advisors Inc
N/A—135,518-135,518-100%$3.5M———
WealthTrak Capital Management LLC
N/A—134,817-134,817-100%$3.4M———
Susquehanna International Group, LLP
N/A—125,699-125,699-100%$3.2M———
HRT Financial LP
N/A—124,724-124,724-100%$3.2M———
HighPoint Advisor Group LLC
N/A—123,328-123,328-100%$3.1M———
Partners in Financial Planning
N/A—106,260-106,260-100%$2.7M———
Destination Wealth Management
N/A—105,043-105,043-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—99,976-99,976-100%$2.6M———
Smartleaf Asset Management LLC
N/A—90,401-90,401-100%$2.3M———
Old Mission Capital LLC
N/A—89,686-89,686-100%$2.3M———
Winch Advisory Services, LLC
N/A—87,921-87,921-100%$2.2M———
EP Wealth Advisors, LLC
N/A—86,918-86,918-100%$2.2M———
Strategic Wealth Partners, Ltd.
N/A—84,465-84,465-100%$2.2M———
Wellington-Altus USA Inc.
N/A—83,995-83,995-100%$2.2M———
Compass Financial Group, Inc.
N/A—77,707-77,707-100%$2.0M———
Gambit Capital Management, LLC
N/A—76,746-76,746-100%$2.0M———
Natixis Advisors, LLC
N/A—73,292-73,292-100%$1.9M———
Resolute Wealth Advisor, Inc.
N/A—69,823-69,823-100%$1.8M———
Envestnet Portfolio Solutions, Inc.
N/A—65,346-65,346-100%$1.7M———
Sanchez Levi Garrett
N/A—63,301-63,301-100%$1.6M———
Shelton Capital Management
N/A—62,320-62,320-100%$1.6M———
Falcon Wealth Planning
N/A—60,983-60,983-100%$1.6M———
Laraway Financial Advisors Inc
N/A—60,392-60,392-100%$1.5M———
Mariner, LLC
N/A—58,527-58,527-100%$1.5M———
Harbour Investments, Inc.
N/A—56,322-56,322-100%$1.4M———
Wealthspire Retirement, LLC
N/A—56,094-56,094-100%$1.4M———
Kelman-Lazarov, Inc.
N/A—52,423-52,423-100%$1.3M———
Crabel Capital Management, LLC
N/A—51,978-51,978-100%$1.3M———
Astoria Portfolio Advisors Llc.
N/A—51,148-51,148-100%$1.3M———
Comprehensive Money Management Services LLC
N/A—50,146-50,146-100%$1.3M———
Advisory Services Network, LLC
N/A—44,960-44,960-100%$1.1M———
Pinnacle Family Advisors, LLC
N/A—43,508-43,508-100%$1.1M———
Top Private Wealth Llc.
N/A—41,907-41,907-100%$1.1M———
Fortis Capital Advisors, LLC
N/A—40,441-40,441-100%$1.0M———
Tandem Financial, LLC
N/A—38,846-38,846-100%$991.4K———
Principal Securities, Inc.
N/A—38,325-38,325-100%$978.1K———
Redwood Investment Management, LLC
N/A—36,152-36,152-100%$923.0K———
Mutual Advisors, LLC
N/A—35,367-35,367-100%$902.6K———
Shared Vision Wealth Group LLC
N/A—34,260-34,260-100%$874.3K———
Hopwood Nicholas Hunter
N/A—34,259-34,259-100%$874.3K———
Impact Partnership Wealth, LLC
N/A—33,541-33,541-100%$856.0K———
Shelter Mutual Insurance Co
N/A—32,900-32,900-100%$839.3K———
Cerity Partners Retirement Plan Advisors LLC
N/A—32,245-32,245-100%$822.9K———
Brown Financial Advisors
N/A—31,669-31,669-100%$807.5K———
Betterment LLC
N/A—31,205-31,205-100%$796.0K———
Magnolia Capital Advisors LLC
N/A—30,638-30,638-100%$781.9K———
Financial Plan, Inc.
N/A—30,285-30,285-100%$772.9K———
Argent Trust Co
N/A—30,086-30,086-100%$767.8K———
Tilson Financial Group, Inc.
N/A—29,824-29,824-100%$761.1K———
Texas Yale Capital Corp.
N/A—29,435-29,435-100%$751.2K———
Savvy Advisors, Inc.
N/A—29,343-29,343-100%$748.8K———
Arax Advisory Partners
N/A—28,580-28,580-100%$729.4K———
Merit Financial Group, LLC
N/A—28,502-28,502-100%$727.4K———
WCG Wealth Advisors LLC
N/A—28,061-28,061-100%$716.1K———
Wealthgarden F.S. LLC
N/A—24,755-24,755-100%$631.8K———
Retirement Income Solutions, Inc
N/A—24,467-24,467-100%$626.8K———
Payne Capital LLC
N/A—23,184-23,184-100%$591.6K———
Magnolia Private Wealth, LLC
N/A—22,200-22,200-100%$566.5K———
Barnes Wealth Management Group, Inc
N/A—21,863-21,863-100%$558.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—21,858-21,858-100%$557.8K———
Inspire Advisors, LLC
N/A—21,744-21,744-100%$554.9K———
BFC Planning, Inc.
N/A—21,541-21,541-100%$549.7K———
Quantinno Capital Management LP
N/A—21,277-21,277-100%$543.0K———
Millington Financial Advisors, LLC
N/A—20,954-20,954-100%$530.3K———
Two Sigma Securities, LLC
N/A—20,083-20,083-100%$512.5K———
Mattson Financial Services, LLC
N/A—19,994-19,994-100%$505.8K———
Xcelsior Advisor Partners LLC
N/A—19,761-19,761-100%$504.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—19,056-19,056-100%$486.3K———
Western Wealth Management, LLC
N/A—18,011-18,011-100%$459.6K———
&partners
N/A—17,954-17,954-100%$458.2K———
Focus Partners Wealth
N/A—17,118-17,118-100%$436.9K———
Investments & Financial Planning, LLC
N/A—16,988-16,988-100%$433.5K———
Twin Focus Capital Partners, LLC
N/A—16,767-16,767-100%$427.9K———
Financial Engines Advisors L.L.C.
N/A—15,431-15,431-100%$393.8K———
AMJ Financial Wealth Management
N/A—15,389-15,389-100%$394.3K———
Bluespring Wealth Management, LLC
N/A—14,755-14,755-100%$376.5K———
Summit Financial, LLC
N/A—14,566-14,566-100%$371.7K———
Mercer Global Advisors Inc
N/A—13,828-13,828-100%$352.9K———
Independent Advisor Alliance
N/A—13,385-13,385-100%$341.6K———
FMR LLC
N/A—13,329-13,329-100%$340.1K———
Orographic Financial Advisors, LLC
N/A—13,272-13,272-100%$333———
Tribridge Partners Financial LLC
N/A—13,146-13,146-100%$330.9K———
Accretive Wealth Partners, LLC
N/A—13,129-13,129-100%$335.1K———
National Bank of Canada
N/A—12,944-12,944-100%$330.2K———
Fortune Financial Advisors, LLC
N/A—12,652-12,652-100%$322.9K———
Empirical Asset Management, LLC
N/A—11,338-11,338-100%$289.3K———
Collaborative Wealth Managment Inc.
N/A—11,172-11,172-100%$285.1K———
Strategic Financial Planning, Inc.
N/A—11,084-11,084-100%$282.9K———
Quadrature Capital Ltd
N/A—11,022-11,022-100%$281.3K———
Novus Advisors, LLC
N/A—10,967-10,967-100%$279.9K———
Foundations Investment Advisors, LLC
N/A—10,773-10,773-100%$274.9K———
Perennial Investment Advisors, LLC
N/A—10,714-10,714-100%$273.4K———
Medallion Wealth Advisors, LLC
N/A—10,579-10,579-100%$270.0K———
Founders Financial Alliance, LLC
N/A—10,458-10,458-100%$266.9K———
Tidemark, LLC
N/A—10,188-10,188-100%$260.0K———
Tolleson Wealth Management, Inc.
N/A—10,180-10,180-100%$259.8K———
Bleakley Financial Group, LLC
N/A—10,112-10,112-100%$258.1K———
Brookwood Investment Group LLC
N/A—9,452-9,452-100%$241.2K———
Zacks Investment Management
N/A—9,345-9,345-100%$238.5K———
SageGuard Financial Group, LLC
N/A—9,172-9,172-100%$234.1K———
AssuredPartners Investment Advisors, LLC
N/A—8,792-8,792-100%$224.4K———
GWN Securities Inc.
N/A—8,707-8,707-100%$222.2K———
Charles Schwab Investment Management Inc
N/A—8,669-8,669-100%$221.2K———
Ellevest, Inc.
N/A—8,616-8,616-100%$218.6K———
North Dallas Bank & Trust Co
N/A—8,600-8,600-100%$219.5K———
SCS Capital Management LLC
N/A—8,519-8,519-100%$217.4K———
Gladstone Institutional Advisory LLC
N/A—8,330-8,330-100%$212.6K———
FreeGulliver LLC
N/A—8,027-8,027-100%$204.8K———
Blair William & Co
N/A—7,885-7,885-100%$201.2K———
Ameritas Advisory Services, LLC
N/A—7,848-7,848-100%$200.3K———
Paladin Advisory Group, LLC
N/A—7,080-7,080-100%$180.7K———
Ancora Advisors LLCA
N/A—6,814-6,814-100%$173.9K———
PNC Financial Services Group, Inc.
N/A—6,089-6,089-100%$155.4K———
IFG Advisory, LLC
N/A—4,920-4,920-100%$125.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,694-4,694-100%$119.8K———
Continuum Advisory, LLC
N/A—4,634-4,634-100%$118.3K———
Fourth Dimension Wealth, LLC
N/A—4,613-4,613-100%$117.7K———
WealthCollab, LLC
N/A—3,690-3,690-100%$94.2K———
Vanguard Advisers Inc
N/A—3,576-3,576-100%$91.3K———
Oakmont Advisory Group, LLC
N/A—3,383-3,383-100%$86.3K———
Bank of Montreal
N/A—3,262-3,262-100%$83.2K———
Aptus Capital Advisors, LLC
N/A—2,934-2,934-100%$74.9K———
Qube Research & Technologies Ltd
N/A—2,669-2,669-100%$68.1K———
SHP Wealth Management
N/A—2,612-2,612-100%$66.7K———
Darwin Wealth Management, LLC
N/A—2,255-2,255-100%$57.6K———
ST Germain D J Co Inc
N/A—1,991-1,991-100%$50.8K———
Miller Capital Partners, Inc.
N/A—1,808-1,808-100%$46.1K———
Steward Partners Investment Advisory, LLC
N/A—1,496-1,496-100%$38.2K———
Rialto Wealth Management, LLC
N/A—1,399-1,399-100%$35.7K———
Collier Financial
N/A—1,286-1,286-100%$32.8K———
Godfrey Financial Associates, Inc.
N/A—1,130-1,130-100%$28.8K———
Cheviot Value Management, LLC
N/A—1,100-1,100-100%$28.1K———
Johnson Financial Group, Inc.
N/A—1,050-1,050-100%$26.8K———
Gould Capital, LLC
N/A—1,046-1,046-100%$26.7K———
Franklin Resources Inc
N/A—1,000-1,000-100%$25.5K———
Kerr Financial Planning Corp
N/A—896-896-100%$22.9K———
Richard W. Paul & Associates, LLC
N/A—725-725-100%$18.5K———
Dogwood Wealth Management LLC
N/A—392-392-100%$10.0K———
BlackRock, Inc.
N/A—310-310-100%$7.9K———
Ameritas Investment Partners, Inc.
N/A—215-215-100%$5.5K———
Fiduciary Financial Advisors
N/A—180-180-100%$4.6K———
Crewe Advisors LLC
N/A—125-125-100%$3.2K———
Oxford Financial Group, Ltd. LLC
N/A—84-84-100%$2.1K———
Anchor Investment Management, LLC
N/A—81-81-100%$2.1K———
Financial Gravity Companies, Inc.
N/A—54-54-100%$1.4K———
Copia Wealth Management
N/A—30-30-100%$766———
Transamerica Financial Advisors, LLC
N/A—24-24-100%$614———
Private Wealth Asset Management, LLC
N/A—23-23-100%$587———
BNP Paribas Financial Markets
N/A—20-20-100%$510———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$26———
Barclays PLC
N/A—1-1-100%$26———
Hantz Financial Services, Inc.
N/A—00—$0———
Showing 573 of 573 institutions