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SS Spdr P INT Term TSY ETF (SPTI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
INCREASED
Shares13,321,069 from 12,549,605
Change+771,464 (+6%)
Value$363.4M (+$7.1M)
Filed 2026-10-14
One Day In July LLC
INCREASED
Shares5,907,507 from 5,740,635
Change+166,872 (+3%)
Value$161.2M (-$1.8M)
Filed 2026-10-30
Globalt Investments LLC / GA
DECREASED
Shares5,725,307 from 5,846,343
Change-121,036 (-2%)
Value$156.2M (-$9.8M)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares4,697,826 from 5,078,669
Change-380,843 (-7%)
Value$128.2M (-$16.0M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares4,036,176 from 3,616,394
Change+419,782 (+12%)
Value$110.1M (+$7.4M)
Filed 2026-10-21
Stephens Group Asset Management, LLC
INCREASED
Shares2,928,146 from 2,649,871
Change+278,275 (+11%)
Value$79.9M (+$4.6M)
Filed 2026-10-09
CX Institutional
INCREASED
Shares2,308,448 from 1,849,623
Change+458,825 (+25%)
Value$63.0K (+$10.5K)
Filed 2026-10-02
Strategic Wealth Investment Group, LLC
DECREASED
Shares2,212,701 from 2,256,234
Change-43,533 (-2%)
Value$60.4M (-$3.7M)
Filed 2026-10-29
Kestra Investment Management, LLC
INCREASED
Shares2,188,427 from 2,096,996
Change+91,431 (+4%)
Value$59.7M (+$166.6K)
Filed 2026-11-04
Voisard Asset Management Group, Inc.
INCREASED
Shares2,023,207 from 1,959,613
Change+63,594 (+3%)
Value$55.2M (-$440.3K)
Filed 2026-10-13
Carnegie Investment Counsel
INCREASED
Shares1,872,507 from 1,843,779
Change+28,728 (+2%)
Value$51.1M (-$1.3M)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares1,665,185 from 1,568,643
Change+96,542 (+6%)
Value$45.4M (+$892.5K)
Filed 2026-10-26
Gradient Investments LLC
DECREASED
Shares1,530,221 from 1,540,075
Change-9,854 (-1%)
Value$41.7M (-$2.0M)
Filed 2026-10-08
Concord Wealth Partners
INCREASED
Shares1,239,305 from 1,188,621
Change+50,684 (+4%)
Value$33.8M (+$63.3K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares1,231,230 from 1,256,446
Change-25,216 (-2%)
Value$33.6M (-$2.1M)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares1,216,478 from 1,162,188
Change+54,290 (+5%)
Value$33.2M (+$191.0K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares1,114,841 from 1,059,176
Change+55,665 (+5%)
Value$30.4M (+$342.9K)
Filed 2026-10-22
Leicht Financial Planning & Wealth Management, Inc.
INCREASED
Shares1,061,866 from 1,018,891
Change+42,975 (+4%)
Value$29.0M (+$41.4K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares975,764 from 999,955
Change-24,191 (-2%)
Value$26.6M (-$1.8M)
Filed 2026-10-16
Flagstone Financial Management
INCREASED
Shares960,342 from 905,461
Change+54,881 (+6%)
Value$26.2M (+$492.1K)
Filed 2026-11-05
Sentinel Pension Advisors, LLC
DECREASED
Shares901,483 from 997,269
Change-95,786 (-10%)
Value$24.6M (-$3.6M)
Filed 2026-11-02
True Blue Financial, LLC
INCREASED
Shares828,681 from 479,886
Change+348,795 (+73%)
Value$22.6M (+$9.0M)
Filed 2026-10-15
S. R. Schill & Associates
INCREASED
Shares825,418 from 823,719
Change+1,699 (+0%)
Value$22.5M (-$868.0K)
Filed 2026-10-20
3Edge Asset Management, LP
INCREASED
Shares813,725 from 670,421
Change+143,304 (+21%)
Value$22.2M (+$3.2M)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares808,684 from 548,324
Change+260,360 (+47%)
Value$22.1M (+$6.5M)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares750,618 from 602,756
Change+147,862 (+25%)
Value$20.5M (+$3.4M)
Filed 2026-10-29
Confluence Investment Management LLC
NEW
Shares692,007
Change+692,007
Value$18.9M
Filed 2026-10-01
Park Avenue Securities LLC
DECREASED
Shares683,919 from 683,982
Change-63 (0%)
Value$18.7K (-$19.4M)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares635,400 from 507,254
Change+128,146 (+25%)
Value$17.3M (+$2.9M)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
DECREASED
Shares602,083 from 678,991
Change-76,908 (-11%)
Value$16.4M (-$2.9M)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares576,960 from 582,067
Change-5,107 (-1%)
Value$15.7M (-$785.4K)
Filed 2026-10-30
15 Wealth Advisors LLC
NEW
Shares574,652
Change+574,652
Value$15.7M
Filed 2026-10-14
Salomon & Ludwin, LLC
INCREASED
Shares546,981 from 536,824
Change+10,157 (+2%)
Value$14.9M (-$249.0K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares521,906 from 552,517
Change-30,611 (-6%)
Value$14.2M (-$1.4M)
Filed 2026-10-26
Melone Private Wealth, LLC
INCREASED
Shares516,202 from 512,824
Change+3,378 (+1%)
Value$14.1M (-$477.1K)
Filed 2026-10-16
Leslie Global Wealth, LLC
INCREASED
Shares500,238 from 481,454
Change+18,784 (+4%)
Value$13.6M (-$22.0K)
Filed 2026-10-26
Equita Financial Network, Inc.
INCREASED
Shares500,143 from 457,795
Change+42,348 (+9%)
Value$13.6M (+$647.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares469,312 from 175,717
Change+293,595 (+167%)
Value$12.8M (+$7.8M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares450,183 from 642,536
Change-192,353 (-30%)
Value$12.3M (-$5.8M)
Filed 2026-10-13
Hobart Private Capital, LLC
INCREASED
Shares443,023 from 424,172
Change+18,851 (+4%)
Value$12.1M (+$43.4K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares428,000 from 359,000
Change+69,000 (+19%)
Value$11.7M (+$1.5M)
Filed 2026-11-03
Arjuna Capital
DECREASED
Shares416,309 from 457,273
Change-40,964 (-9%)
Value$11.4M (-$1.6M)
Filed 2026-11-03
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares356,430 from 405,964
Change-49,534 (-12%)
Value$9.7M (-$1.8M)
Filed 2026-10-26
Appalachian Capital Management Ltd
INCREASED
Shares350,100 from 340,149
Change+9,951 (+3%)
Value$9.6M (-$106.1K)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares330,680 from 163,185
Change+167,495 (+103%)
Value$9.0M (+$4.4M)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares292,197 from 251,997
Change+40,200 (+16%)
Value$8.0M (+$816.9K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares287,557 from 240,904
Change+46,653 (+19%)
Value$7.8M (+$1.0M)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares283,331 from 236,893
Change+46,438 (+20%)
Value$7.7M (+$1.0M)
Filed 2026-10-29
Matauro, LLC
DECREASED
Shares254,532 from 363,267
Change-108,735 (-30%)
Value$6.9M (-$3.4M)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares253,728 from 259,188
Change-5,460 (-2%)
Value$6.9M (-$436.6K)
Filed 2026-10-29
Legacy CG, LLC
NEW
Shares250,829
Change+250,829
Value$6.8M
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED
Shares242,778 from 175,532
Change+67,246 (+38%)
Value$6.6M (+$1.6M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares234,067 from 218,649
Change+15,418 (+7%)
Value$6.4M (+$177.9K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares229,901 from 229,094
Change+807 (+0%)
Value$6.3M (-$232.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares225,240 from 274,879
Change-49,639 (-18%)
Value$6.1K (-$7.8M)
Filed 2026-11-02
Auour Investments LLC
INCREASED
Shares224,273 from 221,586
Change+2,687 (+1%)
Value$6.1M (-$172.7K)
Filed 2026-10-28
Integrated Capital Management, Inc.
DECREASED
Shares223,718 from 228,374
Change-4,656 (-2%)
Value$6.1M (-$380.5K)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares219,885 from 202,416
Change+17,469 (+9%)
Value$6.0M (+$251.9K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares201,810 from 205,303
Change-3,493 (-2%)
Value$5.5M (-$323.2K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares183,384 from 186,351
Change-2,967 (-2%)
Value$5.0M (-$287.8K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares182,732 from 179,956
Change+2,776 (+2%)
Value$5.0M (-$124.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares179,892 from 153,006
Change+26,886 (+18%)
Value$4.9M (+$563.6K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares174,846 from 193,265
Change-18,419 (-10%)
Value$4.8M (-$717.0K)
Filed 2026-10-19
Avant Financial Advisors LLC
INCREASED
Shares167,182 from 157,327
Change+9,855 (+6%)
Value$4.6M (+$94.2K)
Filed 2026-11-02
Downshift Financial, LLC
INCREASED
Shares162,384 from 158,490
Change+3,894 (+2%)
Value$4.4M (-$69.7K)
Filed 2026-10-13
Climber Capital SA
INCREASED
Shares159,178 from 158,812
Change+366 (+0%)
Value$4.1M (-$382.6K)
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares148,704 from 121,365
Change+27,339 (+23%)
Value$4.1M (+$611.1K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares119,284 from 161,808
Change-42,524 (-26%)
Value$3.3M (-$1.3M)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares117,054 from 126,365
Change-9,311 (-7%)
Value$3.2M (-$394.3K)
Filed 2026-10-20
Narus Financial Partners, LLC
INCREASED
Shares99,903 from 98,954
Change+949 (+1%)
Value$2.7M (-$84.0K)
Filed 2026-10-19
Silverlake Wealth Management LLC
INCREASED
Shares97,005 from 96,139
Change+866 (+1%)
Value$2.6M (-$83.1K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares96,918 from 100,793
Change-3,875 (-4%)
Value$2.6M (-$217.6K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares91,326 from 86,652
Change+4,674 (+5%)
Value$2.5M (+$31.3K)
Filed 2026-11-05
Prosperity Advisers, LLC
INCREASED
Shares89,678 from 86,226
Change+3,452 (+4%)
Value$2.4M (-$1.6K)
Filed 2026-10-28
Capital Wealth Management, LLC
INCREASED
Shares88,775 from 75,649
Change+13,126 (+17%)
Value$2.4M (+$274.1K)
Filed 2026-10-27
Integrity Wealth Advisors, Inc.
NEW
Shares84,797
Change+84,797
Value$2.3M
Filed 2026-10-29
Cranbrook Wealth Management, LLC
INCREASED
Shares82,200 from 81,081
Change+1,119 (+1%)
Value$2.2M (-$59.5K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares80,030 from 297,466
Change-217,436 (-73%)
Value$2.2M (-$6.3M)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares79,348 from 90,557
Change-11,209 (-12%)
Value$2.2M (-$406.3K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares78,790 from 3,430
Change+75,360 (+2197%)
Value$2.1M (+$2.1M)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares77,131 from 328
Change+76,803 (+23416%)
Value$2.1M (+$2.1M)
Filed 2026-10-26
GenWealth Group, Inc.
INCREASED
Shares76,358 from 66,112
Change+10,246 (+16%)
Value$2.1M (+$206.1K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares74,955 from 60,917
Change+14,038 (+23%)
Value$2.0M (+$315.3K)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares66,693 from 62,265
Change+4,428 (+7%)
Value$1.8M (+$51.7K)
Filed 2026-10-28
Wiregrass Investment Management LLC
INCREASED
Shares66,042 from 57,377
Change+8,665 (+15%)
Value$1.8M (+$172.7K)
Filed 2026-11-05
October Effect Ltd
DECREASED
Shares65,294 from 67,679
Change-2,385 (-4%)
Value$1.8M (-$140.2K)
Filed 2026-10-20
Vicus Capital
INCREASED
Shares65,067 from 64,320
Change+747 (+1%)
Value$1.8M (-$51.0K)
Filed 2026-11-05
Wise Wealth Partners
DECREASED
Shares64,179 from 64,638
Change-459 (-1%)
Value$1.8M (-$84.3K)
Filed 2026-10-14
Visionary Wealth Advisors
NEW
Shares53,989
Change+53,989
Value$1.5M
Filed 2026-11-04
Hardin Capital Partners, LLC
INCREASED
Shares50,293 from 49,289
Change+1,004 (+2%)
Value$1.4M (-$27.8K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares49,866 from 37,888
Change+11,978 (+32%)
Value$1.4M (+$284.7K)
Filed 2026-11-03
Paladin Wealth, LLC
DECREASED
Shares48,696 from 50,573
Change-1,877 (-4%)
Value$1.3M (-$107.4K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
DECREASED
Shares48,629 from 68,144
Change-19,515 (-29%)
Value$1.3M (-$608.0K)
Filed 2026-10-29
Arlington Financial Advisors, LLC
NEW
Shares47,345
Change+47,345
Value$1.3M
Filed 2026-10-19
Insight Advisors, LLC/ PA
INCREASED
Shares46,868 from 43,141
Change+3,727 (+9%)
Value$1.3M (+$53.8K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares44,938 from 50,057
Change-5,119 (-10%)
Value$1.2M (-$195.2K)
Filed 2026-10-30
Waller Financial Planning Group, Inc
INCREASED
Shares44,545 from 43,597
Change+948 (+2%)
Value$1.2M (-$22.5K)
Filed 2026-10-07
Ascent Group, LLC
INCREASED
Shares42,356 from 36,447
Change+5,909 (+16%)
Value$1.2M (+$120.7K)
Filed 2026-10-30
Hill Island Financial LLC
DECREASED
Shares42,077 from 43,618
Change-1,541 (-4%)
Value$1.1M (-$90.5K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares42,057 from 42,532
Change-475 (-1%)
Value$1.1K (-$1.2M)
Filed 2026-11-05
Boltwood Capital Management
UNCHANGED
Shares41,010 from 41,010
Change0 (0%)
Value$1.1M (-$45.5K)
Filed 2026-10-02
Plus Group Wealth Advisors LLC
DECREASED
Shares37,848 from 110,568
Change-72,720 (-66%)
Value$1.0M (-$2.1M)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares37,156 from 25,829
Change+11,327 (+44%)
Value$1.0M (+$280.3K)
Filed 2026-11-05
Comprehensive Wealth Management, LLC
INCREASED
Shares36,712 from 34,232
Change+2,480 (+7%)
Value$1.0M (+$29.6K)
Filed 2026-11-02
Thompson Davis & Co., Inc.
DECREASED
Shares36,331 from 40,187
Change-3,856 (-10%)
Value$991.1K (-$149.8K)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED
Shares35,584 from 35,055
Change+529 (+2%)
Value$970.7K (-$24.5K)
Filed 2026-10-20
Founders Grove Wealth Partners, LLC
INCREASED
Shares35,198 from 25,761
Change+9,437 (+37%)
Value$960.2K (+$228.8K)
Filed 2026-10-16
Puff Wealth Management, LLC
INCREASED
Shares35,195 from 31,470
Change+3,725 (+12%)
Value$960.1K (+$66.7K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
INCREASED
Shares32,957 from 15,746
Change+17,211 (+109%)
Value$899.1K (+$452.0K)
Filed 2026-10-21
Center For Asset Management LLC
DECREASED
Shares32,050 from 64,786
Change-32,736 (-51%)
Value$874.3K (-$964.9K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares31,595 from 28,117
Change+3,478 (+12%)
Value$861.9K (+$63.7K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares31,554 from 21,741
Change+9,813 (+45%)
Value$860.8K (+$243.6K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares29,984 from 29,802
Change+182 (+1%)
Value$818.0K (-$28.1K)
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares27,427 from 29,504
Change-2,077 (-7%)
Value$747.8K (-$89.5K)
Filed 2026-10-16
RKL Wealth Management LLC
DECREASED
Shares27,161 from 28,666
Change-1,505 (-5%)
Value$741.0K (-$72.9K)
Filed 2026-10-16
M Holdings Securities, Inc.
DECREASED
Shares26,810 from 27,387
Change-577 (-2%)
Value$743 (-$779.3K)
Filed 2026-11-03
Pathway Financial Advisors LLC
DECREASED
Shares26,657 from 27,248
Change-591 (-2%)
Value$727.2K (-$43.6K)
Filed 2026-10-07
Tennessee Valley Asset Management Partners
INCREASED
Shares23,918 from 23,603
Change+315 (+1%)
Value$652.5K (-$17.6K)
Filed 2026-11-03
Brucke Financial, Inc.
INCREASED
Shares22,559 from 12,612
Change+9,947 (+79%)
Value$615.4K (+$257.4K)
Filed 2026-10-23
Boyd Wealth Management, LLC
INCREASED
Shares22,165 from 20,105
Change+2,060 (+10%)
Value$604.7K (+$33.9K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares22,147 from 28,285
Change-6,138 (-22%)
Value$604.2K (-$198.8K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares20,366 from 11,874
Change+8,492 (+72%)
Value$555.6K (+$218.5K)
Filed 2026-11-05
Northbridge Financial Group, LLC
DECREASED
Shares20,344 from 20,367
Change-23 (0%)
Value$554.4K (-$23.8K)
Filed 2026-11-05
Meitav Investment House LTD
DECREASED
Shares19,050 from 19,336
Change-286 (-1%)
Value$518.7K (-$29.7K)
Filed 2026-10-28
Brooklyn FI, LLC
UNCHANGED
Shares18,983 from 18,983
Change0 (0%)
Value$526.4K (-$6.6K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares18,309 from 8,112
Change+10,197 (+126%)
Value$499.5K (+$269.1K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares18,252 from 10,812
Change+7,440 (+69%)
Value$497.9K (+$191.0K)
Filed 2026-10-22
Northland Securities, Inc.
INCREASED
Shares18,011 from 16,688
Change+1,323 (+8%)
Value$491.3K (+$17.6K)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares16,551 from 20,814
Change-4,263 (-20%)
Value$451.5K (-$139.4K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares15,265 from 13,783
Change+1,482 (+11%)
Value$416.4K (+$25.1K)
Filed 2026-10-21
Diversify Wealth Management, LLC
DECREASED
Shares15,137 from 15,187
Change-50 (0%)
Value$415.7K (-$11.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares15,137 from 15,187
Change-50 (0%)
Value$415.7K (-$11.3K)
Filed 2026-10-20
Augustine Asset Management Inc
DECREASED
Shares14,196 from 14,220
Change-24 (0%)
Value$387.3K (-$16.4K)
Filed 2026-10-13
Wedmont Private Capital
DECREASED
Shares14,194 from 15,354
Change-1,160 (-8%)
Value$387.6K (-$45.2K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares13,871 from 17,195
Change-3,324 (-19%)
Value$378.4K (-$109.7K)
Filed 2026-10-29
Smithbridge Asset Management Inc
UNCHANGED
Shares13,558 from 13,558
Change0 (0%)
Value$369.9K (-$15.1K)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
UNCHANGED
Shares13,511 from 13,511
Change0 (0%)
Value$368.6K (-$15.0K)
Filed 2026-11-05
Realta Investment Advisors
DECREASED
Shares13,125 from 13,471
Change-346 (-3%)
Value$358.1K (-$24.4K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares12,879 from 12,512
Change+367 (+3%)
Value$351.3K (-$3.9K)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares12,474 from 14,411
Change-1,937 (-13%)
Value$340.3K (-$68.8K)
Filed 2026-11-02
Rede Wealth, LLC
DECREASED
Shares12,379 from 12,395
Change-16 (0%)
Value$337.7K (-$14.2K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares12,027 from 11,632
Change+395 (+3%)
Value$328.1K (-$2.1K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares11,822 from 10,011
Change+1,811 (+18%)
Value$322.5K (+$38.3K)
Filed 2026-10-16
Invested Advisors
INCREASED
Shares11,526 from 10,253
Change+1,273 (+12%)
Value$314.4K (+$23.4K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
INCREASED
Shares11,390 from 9,627
Change+1,763 (+18%)
Value$311.1K (+$37.3K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
NEW
Shares11,218
Change+11,218
Value$306.0K
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares10,130 from 9,201
Change+929 (+10%)
Value$276.3K (+$15.1K)
Filed 2026-11-04
WealthPoint Financial, LLC
INCREASED
Shares10,100 from 9,082
Change+1,018 (+11%)
Value$275.5K (+$17.7K)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares10,100 from 10,863
Change-763 (-7%)
Value$275.5K (-$32.9K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,834 from 9,816
Change+18 (+0%)
Value$268.3K (-$10.4K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares9,600 from 10,069
Change-469 (-5%)
Value$261.9K (-$24.0K)
Filed 2026-10-27
Americana Partners, LLC
INCREASED
Shares9,441 from 9,372
Change+69 (+1%)
Value$257.6K (-$8.5K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares9,369 from 9,378
Change-9 (0%)
Value$255.6K (-$10.6K)
Filed 2026-10-29
Independence Wealth Advisors, LLC
DECREASED
Shares9,307 from 9,312
Change-5 (0%)
Value$253.9K (-$10.5K)
Filed 2026-10-29
Advisor Resource Council
DECREASED
Shares9,244 from 9,377
Change-133 (-1%)
Value$251.4K (-$14.0K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
NEW
Shares8,709
Change+8,709
Value$237.6K
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares8,625 from 10,500
Change-1,875 (-18%)
Value$235.3K (-$62.8K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares8,598
Change+8,598
Value$234.5K
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares8,179 from 7,625
Change+554 (+7%)
Value$223.1K (+$6.6K)
Filed 2026-10-15
Clark Asset Management, LLC
UNCHANGED
Shares8,109 from 8,109
Change0 (0%)
Value$221.2K (-$9.0K)
Filed 2026-10-19
Apella Capital, LLC
NEW
Shares7,846
Change+7,846
Value$213.9K
Filed 2026-10-08
Concurrent Investment Advisors, LLC
NEW
Shares7,698
Change+7,698
Value$210.0K
Filed 2026-10-16
Sanchez Gaunt Capital Management, LLC
NEW
Shares7,425
Change+7,425
Value$202.6K
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares7,384 from 7,316
Change+68 (+1%)
Value$201.4K (-$6.2K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares7,195 from 8,970
Change-1,775 (-20%)
Value$196.3K (-$58.4K)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares6,863 from 6,863
Change0 (0%)
Value$187.2K (-$7.6K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares6,071 from 561,689
Change-555,618 (-99%)
Value$166 (-$15.9M)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares5,467 from 5,381
Change+86 (+2%)
Value$149.1K (-$3.6K)
Filed 2026-10-16
Maseco LLP
NEW
Shares5,430
Change+5,430
Value$148.2K
Filed 2026-10-27
Stone House Investment Management, LLC
DECREASED
Shares5,130 from 6,936
Change-1,806 (-26%)
Value$139.9K (-$57.0K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares4,810 from 4,494
Change+316 (+7%)
Value$131.2K (+$3.6K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,617 from 4,617
Change0 (0%)
Value$126.0K (-$5.1K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares4,195 from 5,313
Change-1,118 (-21%)
Value$114.5K (-$36.4K)
Filed 2026-11-04
Your Advocates Ltd., LLP
INCREASED
Shares3,934 from 2,754
Change+1,180 (+43%)
Value$107.3K (+$29.1K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares3,865 from 3,681
Change+184 (+5%)
Value$105.4K (+$933)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares3,845
Change+3,845
Value$104.9K
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares3,638 from 4,316
Change-678 (-16%)
Value$99.2K (-$23.3K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares3,354 from 3,144
Change+210 (+7%)
Value$91.6K (+$2.3K)
Filed 2026-10-30
Breakwater Investment Management
INCREASED
Shares3,314 from 335
Change+2,979 (+889%)
Value$90.4K (+$80.9K)
Filed 2026-10-20
POM Investment Strategies, LLC
INCREASED
Shares3,151 from 2,850
Change+301 (+11%)
Value$86.0K (+$5.1K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares2,667
Change+2,667
Value$72.8K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares2,494 from 1,405
Change+1,089 (+78%)
Value$68.0K (+$28.2K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares2,354 from 270
Change+2,084 (+772%)
Value$64.2K (+$56.6K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares2,265 from 1,246
Change+1,019 (+82%)
Value$61.8K (+$26.4K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$52.9K (-$2.2K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares1,816 from 1,785
Change+31 (+2%)
Value$49.5K (-$1.1K)
Filed 2026-10-28
Highline Wealth Partners LLC
NEW
Shares1,513
Change+1,513
Value$41.3K
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares1,461 from 42
Change+1,419 (+3379%)
Value$39.9K (+$38.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$37.6K (-$1.5K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares1,327 from 1,881
Change-554 (-29%)
Value$36.2K (-$17.2K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares1,150
Change+1,150
Value$31.4K
Filed 2026-10-09
Sima Wealth Partners, LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$29.6K (-$1.2K)
Filed 2026-10-19
Nvest Wealth Strategies, Inc.
NEW
Shares1,014
Change+1,014
Value$27.7K
Filed 2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$25.0K (-$1.0K)
Filed 2026-10-27
Center for Financial Planning, Inc.
NEW
Shares820
Change+820
Value$22.4K
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$21.3K (-$764)
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares743
Change+743
Value$20.3K
Filed 2026-10-27
United Financial Planning Group LLC
INCREASED
Shares427 from 423
Change+4 (+1%)
Value$11.7K (-$355)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
NEW
Shares405
Change+405
Value$11.0K
Filed 2026-11-03
Abound Wealth Management
NEW
Shares387
Change+387
Value$10.6K
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$6.2K (-$251)
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$4.8K (-$194)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$4.5K (-$183)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares136 from 37
Change+99 (+268%)
Value$3.7K (+$2.7K)
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.5K (-$100)
Filed 2026-10-05
Creative Financial Designs Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.0K (-$83)
Filed 2026-11-04
Ascentis Wealth Management, LLC
DECREASED
Shares70 from 114
Change-44 (-39%)
Value$1.9K (-$1.3K)
Filed 2026-11-03
Beacon Financial Strategies Corp
NEW
Shares50
Change+50
Value$1.4K
Filed 2026-10-14
Hager Investment Management Services, LLC
NEW
Shares43
Change+43
Value$1.2K
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$682 (-$28)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares24
Change+24
Value$655
Filed 2026-11-02
Kingdom Financial Group Llc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$662 (-$27)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$464 (-$19)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$436 (-$18)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares6
Change+6
Value$164
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$110 (+$24)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED
Shares1 from 343
Change-342 (-100%)
Value$27 (-$9.7K)
Filed 2026-11-04
Private Wealth Group, LLC
CLOSED
Shares0 from 138,874
Change-138,874 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-19
Hanseatic Management Services Inc
CLOSED
Shares0 from 46,571
Change-46,571 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Virtue Capital Management, LLC
CLOSED
Shares0 from 45,946
Change-45,946 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
RMR Wealth Builders
CLOSED
Shares0 from 29,611
Change-29,611 (-100%)
Value$0 (-$840.7K)
Filed 2026-10-22
Clarity Wealth Development LLC
CLOSED
Shares0 from 16,888
Change-16,888 (-100%)
Value$0 (-$479.5K)
Filed 2026-10-22
Convergence Financial, LLC
CLOSED
Shares0 from 13,862
Change-13,862 (-100%)
Value$0 (-$393.5K)
Filed 2026-10-27
McAdam, LLC
CLOSED
Shares0 from 11,307
Change-11,307 (-100%)
Value$0 (-$321.0K)
Filed 2026-10-21
Midwest Financial Network, LLC
CLOSED
Shares0 from 10,438
Change-10,438 (-100%)
Value$0 (-$296.3K)
Filed 2026-10-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 10,259
Change-10,259 (-100%)
Value$0 (-$291.2K)
Filed 2026-10-09
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 9,845
Change-9,845 (-100%)
Value$0 (-$279.5K)
Filed 2026-10-19
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 9,390
Change-9,390 (-100%)
Value$0 (-$266.6K)
Filed 2026-10-15
Hibernia Wealth Partners, LLC
CLOSED
Shares0 from 8,706
Change-8,706 (-100%)
Value$0 (-$247.2K)
Filed 2026-10-29
Victory Financial Group, LLC
CLOSED
Shares0 from 7,910
Change-7,910 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-27
International Private Wealth Advisors LLC
CLOSED
Shares0 from 7,301
Change-7,301 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,323
Change-1,323 (-100%)
Value$0 (-$37.4K)
Filed 2026-11-02
Financial Consulate, Inc
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$18.9K)
Filed 2026-11-04
Archer Investment Corp
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-05
Central Trust Co
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-05
True Wealth Design, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$951)
Filed 2026-10-16
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$9 ($0)
Filed 2026-10-28
LPL Financial LLC
N/A
Shares— from 54,077,529
Change-54,077,529 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 48,147,629
Change-48,147,629 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 36,956,056
Change-36,956,056 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,273,012
Change-8,273,012 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,552,607
Change-7,552,607 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,449,298
Change-6,449,298 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,678,176
Change-5,678,176 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,403,524
Change-4,403,524 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,373,475
Change-3,373,475 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,182,755
Change-3,182,755 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,746,843
Change-2,746,843 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,253,751
Change-2,253,751 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,018,202
Change-2,018,202 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,808,600
Change-1,808,600 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,802,308
Change-1,802,308 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,604,605
Change-1,604,605 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,519,100
Change-1,519,100 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,464,466
Change-1,464,466 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,454,168
Change-1,454,168 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,338,880
Change-1,338,880 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,244,488
Change-1,244,488 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,212,102
Change-1,212,102 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,171,552
Change-1,171,552 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,171,075
Change-1,171,075 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,097,338
Change-1,097,338 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,054,763
Change-1,054,763 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,032,022
Change-1,032,022 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,028,420
Change-1,028,420 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,007,694
Change-1,007,694 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,006,887
Change-1,006,887 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 733,668
Change-733,668 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 708,223
Change-708,223 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 688,159
Change-688,159 (-100%)
Value—
Collier Financial
N/A
Shares— from 681,284
Change-681,284 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 665,554
Change-665,554 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 612,393
Change-612,393 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 580,962
Change-580,962 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 559,741
Change-559,741 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 497,936
Change-497,936 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 497,633
Change-497,633 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 487,455
Change-487,455 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 469,900
Change-469,900 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 465,318
Change-465,318 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 424,419
Change-424,419 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 413,267
Change-413,267 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 408,514
Change-408,514 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 401,307
Change-401,307 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 400,617
Change-400,617 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 381,143
Change-381,143 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 366,227
Change-366,227 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 340,699
Change-340,699 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 332,958
Change-332,958 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 324,190
Change-324,190 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 320,886
Change-320,886 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 313,210
Change-313,210 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 310,668
Change-310,668 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 305,702
Change-305,702 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 304,330
Change-304,330 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 296,877
Change-296,877 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 290,188
Change-290,188 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 266,827
Change-266,827 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 266,213
Change-266,213 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 264,608
Change-264,608 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 256,318
Change-256,318 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 240,591
Change-240,591 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 238,940
Change-238,940 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 236,835
Change-236,835 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 235,804
Change-235,804 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 235,536
Change-235,536 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 227,847
Change-227,847 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 214,507
Change-214,507 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 211,304
Change-211,304 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 186,457
Change-186,457 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 169,360
Change-169,360 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 164,225
Change-164,225 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 161,076
Change-161,076 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 157,470
Change-157,470 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 147,032
Change-147,032 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 139,820
Change-139,820 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 136,500
Change-136,500 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 135,407
Change-135,407 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 114,873
Change-114,873 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 114,614
Change-114,614 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 111,404
Change-111,404 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 108,302
Change-108,302 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 104,269
Change-104,269 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 103,727
Change-103,727 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 96,511
Change-96,511 (-100%)
Value—
&partners
N/A
Shares— from 92,838
Change-92,838 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 91,843
Change-91,843 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 88,502
Change-88,502 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 87,096
Change-87,096 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 84,074
Change-84,074 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 82,889
Change-82,889 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 77,814
Change-77,814 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 70,014
Change-70,014 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 68,971
Change-68,971 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 64,224
Change-64,224 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,613
Change-62,613 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 61,792
Change-61,792 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,454
Change-58,454 (-100%)
Value—
Stephens Inc
N/A
Shares— from 55,717
Change-55,717 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 54,626
Change-54,626 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 53,454
Change-53,454 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 52,611
Change-52,611 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 50,869
Change-50,869 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 49,800
Change-49,800 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 46,431
Change-46,431 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 45,963
Change-45,963 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 45,516
Change-45,516 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 44,218
Change-44,218 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 43,118
Change-43,118 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 42,046
Change-42,046 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 39,243
Change-39,243 (-100%)
Value—
Centennial Bank
N/A
Shares— from 38,689
Change-38,689 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 37,647
Change-37,647 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 37,043
Change-37,043 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 35,865
Change-35,865 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 34,851
Change-34,851 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 34,458
Change-34,458 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,474
Change-32,474 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,643
Change-31,643 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 31,284
Change-31,284 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 31,025
Change-31,025 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 27,380
Change-27,380 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,872
Change-26,872 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,616
Change-26,616 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 24,943
Change-24,943 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 24,537
Change-24,537 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 24,074
Change-24,074 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 23,097
Change-23,097 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 21,850
Change-21,850 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 21,213
Change-21,213 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19,873
Change-19,873 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 19,766
Change-19,766 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 18,282
Change-18,282 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 18,204
Change-18,204 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,480
Change-17,480 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 16,755
Change-16,755 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 15,978
Change-15,978 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,413
Change-15,413 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,282
Change-14,282 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,497
Change-11,497 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,318
Change-9,318 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,205
Change-9,205 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,311
Change-5,311 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 885
Change-885 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 781
Change-781 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Blair William & Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 573
Change-573 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 569
Change-569 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 472
Change-472 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 364
Change-364 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12
Change-12 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Mather Group, Llc.
INCREASED13,321,06912,549,605+771,464+6%$356.3M$363.4M+$7.1M2026-10-14
One Day In July LLC
INCREASED5,907,5075,740,635+166,872+3%$163.0M$161.2M-$1.8M2026-10-30
Globalt Investments LLC / GA
DECREASED5,725,3075,846,343-121,036-2%$166.0M$156.2M-$9.8M2026-10-27
Evermay Wealth Management LLC
DECREASED4,697,8265,078,669-380,843-7%$144.2M$128.2M-$16.0M2026-11-05
Assetmark, Inc
INCREASED4,036,1763,616,394+419,782+12%$102.7M$110.1M+$7.4M2026-10-21
Stephens Group Asset Management, LLC
INCREASED2,928,1462,649,871+278,275+11%$75.2M$79.9M+$4.6M2026-10-09
CX Institutional
INCREASED2,308,4481,849,623+458,825+25%$52.5K$63.0K+$10.5K2026-10-02
Strategic Wealth Investment Group, LLC
DECREASED2,212,7012,256,234-43,533-2%$64.1M$60.4M-$3.7M2026-10-29
Kestra Investment Management, LLC
INCREASED2,188,4272,096,996+91,431+4%$59.5M$59.7M+$166.6K2026-11-04
Voisard Asset Management Group, Inc.
INCREASED2,023,2071,959,613+63,594+3%$55.6M$55.2M-$440.3K2026-10-13
Carnegie Investment Counsel
INCREASED1,872,5071,843,779+28,728+2%$52.3M$51.1M-$1.3M2026-10-20
Black Diamond Financial, LLC
INCREASED1,665,1851,568,643+96,542+6%$44.5M$45.4M+$892.5K2026-10-26
Gradient Investments LLC
DECREASED1,530,2211,540,075-9,854-1%$43.7M$41.7M-$2.0M2026-10-08
Concord Wealth Partners
INCREASED1,239,3051,188,621+50,684+4%$33.7M$33.8M+$63.3K2026-11-02
Commonwealth Equity Services, LLC
DECREASED1,231,2301,256,446-25,216-2%$35.7M$33.6M-$2.1M2026-11-02
Concord Asset Management, LLC
INCREASED1,216,4781,162,188+54,290+5%$33.0M$33.2M+$191.0K2026-11-02
Capital Investment Advisors, LLC
INCREASED1,114,8411,059,176+55,665+5%$30.1M$30.4M+$342.9K2026-10-22
Leicht Financial Planning & Wealth Management, Inc.
INCREASED1,061,8661,018,891+42,975+4%$28.9M$29.0M+$41.4K2026-11-03
KWB Wealth
DECREASED975,764999,955-24,191-2%$28.4M$26.6M-$1.8M2026-10-16
Flagstone Financial Management
INCREASED960,342905,461+54,881+6%$25.7M$26.2M+$492.1K2026-11-05
Sentinel Pension Advisors, LLC
DECREASED901,483997,269-95,786-10%$28.2M$24.6M-$3.6M2026-11-02
True Blue Financial, LLC
INCREASED828,681479,886+348,795+73%$13.6M$22.6M+$9.0M2026-10-15
S. R. Schill & Associates
INCREASED825,418823,719+1,699+0%$23.4M$22.5M-$868.0K2026-10-20
3Edge Asset Management, LP
INCREASED813,725670,421+143,304+21%$19.0M$22.2M+$3.2M2026-10-30
Vise Technologies, Inc.
INCREASED808,684548,324+260,360+47%$15.6M$22.1M+$6.5M2026-10-29
Woodmont Investment Counsel LLC
INCREASED750,618602,756+147,862+25%$17.1M$20.5M+$3.4M2026-10-29
Confluence Investment Management LLC
NEW692,007—+692,007——$18.9M—2026-10-01
Park Avenue Securities LLC
DECREASED683,919683,982-630%$19.4M$18.7K-$19.4M2026-10-26
Davenport & Co LLC
INCREASED635,400507,254+128,146+25%$14.4M$17.3M+$2.9M2026-10-14
Willow Creek Wealth Management Inc.
DECREASED602,083678,991-76,908-11%$19.3M$16.4M-$2.9M2026-10-26
Truist Financial Corp
DECREASED576,960582,067-5,107-1%$16.5M$15.7M-$785.4K2026-10-30
15 Wealth Advisors LLC
NEW574,652—+574,652——$15.7M—2026-10-14
Salomon & Ludwin, LLC
INCREASED546,981536,824+10,157+2%$15.2M$14.9M-$249.0K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED521,906552,517-30,611-6%$15.7M$14.2M-$1.4M2026-10-26
Melone Private Wealth, LLC
INCREASED516,202512,824+3,378+1%$14.6M$14.1M-$477.1K2026-10-16
Leslie Global Wealth, LLC
INCREASED500,238481,454+18,784+4%$13.7M$13.6M-$22.0K2026-10-26
Equita Financial Network, Inc.
INCREASED500,143457,795+42,348+9%$13.0M$13.6M+$647.1K2026-10-19
Kestra Advisory Services, LLC
INCREASED469,312175,717+293,595+167%$5.0M$12.8M+$7.8M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED450,183642,536-192,353-30%$18.1M$12.3M-$5.8M2026-10-13
Hobart Private Capital, LLC
INCREASED443,023424,172+18,851+4%$12.0M$12.1M+$43.4K2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED428,000359,000+69,000+19%$10.2M$11.7M+$1.5M2026-11-03
Arjuna Capital
DECREASED416,309457,273-40,964-9%$13.0M$11.4M-$1.6M2026-11-03
Higgins & Schmidt Wealth Strategies LLC
DECREASED356,430405,964-49,534-12%$11.5M$9.7M-$1.8M2026-10-26
Appalachian Capital Management Ltd
INCREASED350,100340,149+9,951+3%$9.7M$9.6M-$106.1K2026-10-14
Bailard, Inc.
INCREASED330,680163,185+167,495+103%$4.6M$9.0M+$4.4M2026-10-13
XY Planning Network, Inc.
INCREASED292,197251,997+40,200+16%$7.2M$8.0M+$816.9K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED287,557240,904+46,653+19%$6.8M$7.8M+$1.0M2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED283,331236,893+46,438+20%$6.7M$7.7M+$1.0M2026-10-29
Matauro, LLC
DECREASED254,532363,267-108,735-30%$10.3M$6.9M-$3.4M2026-11-03
Certified Advisory Corp
DECREASED253,728259,188-5,460-2%$7.4M$6.9M-$436.6K2026-10-29
Legacy CG, LLC
NEW250,829—+250,829——$6.8M—2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED242,778175,532+67,246+38%$5.0M$6.6M+$1.6M2026-10-16
Creative Planning
INCREASED234,067218,649+15,418+7%$6.2M$6.4M+$177.9K2026-11-02
Key FInancial Inc
INCREASED229,901229,094+807+0%$6.5M$6.3M-$232.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED225,240274,879-49,639-18%$7.8M$6.1K-$7.8M2026-11-02
Auour Investments LLC
INCREASED224,273221,586+2,687+1%$6.3M$6.1M-$172.7K2026-10-28
Integrated Capital Management, Inc.
DECREASED223,718228,374-4,656-2%$6.5M$6.1M-$380.5K2026-10-09
Trilogy Capital Inc.
INCREASED219,885202,416+17,469+9%$5.7M$6.0M+$251.9K2026-10-20
Verus Capital Partners, LLC
DECREASED201,810205,303-3,493-2%$5.8M$5.5M-$323.2K2026-11-03
Apollon Financial, LLC
DECREASED183,384186,351-2,967-2%$5.3M$5.0M-$287.8K2026-10-23
IFP Advisors, Inc
INCREASED182,732179,956+2,776+2%$5.1M$5.0M-$124.0K2026-10-16
Bank of New York Mellon Corp
INCREASED179,892153,006+26,886+18%$4.3M$4.9M+$563.6K2026-11-05
Retirement Planning Group, LLC
DECREASED174,846193,265-18,419-10%$5.5M$4.8M-$717.0K2026-10-19
Avant Financial Advisors LLC
INCREASED167,182157,327+9,855+6%$4.5M$4.6M+$94.2K2026-11-02
Downshift Financial, LLC
INCREASED162,384158,490+3,894+2%$4.5M$4.4M-$69.7K2026-10-13
Climber Capital SA
INCREASED159,178158,812+366+0%$4.5M$4.1M-$382.6K2026-10-20
Ehrlich Financial Group
INCREASED148,704121,365+27,339+23%$3.4M$4.1M+$611.1K2026-10-20
Farther Finance Advisors, LLC
DECREASED119,284161,808-42,524-26%$4.6M$3.3M-$1.3M2026-10-08
Private Trust Co NA
DECREASED117,054126,365-9,311-7%$3.6M$3.2M-$394.3K2026-10-20
Narus Financial Partners, LLC
INCREASED99,90398,954+949+1%$2.8M$2.7M-$84.0K2026-10-19
Silverlake Wealth Management LLC
INCREASED97,00596,139+866+1%$2.7M$2.6M-$83.1K2026-10-21
Zega Investments, LLC
DECREASED96,918100,793-3,875-4%$2.9M$2.6M-$217.6K2026-11-04
Jacobi Capital Management LLC
INCREASED91,32686,652+4,674+5%$2.5M$2.5M+$31.3K2026-11-05
Prosperity Advisers, LLC
INCREASED89,67886,226+3,452+4%$2.4M$2.4M-$1.6K2026-10-28
Capital Wealth Management, LLC
INCREASED88,77575,649+13,126+17%$2.1M$2.4M+$274.1K2026-10-27
Integrity Wealth Advisors, Inc.
NEW84,797—+84,797——$2.3M—2026-10-29
Cranbrook Wealth Management, LLC
INCREASED82,20081,081+1,119+1%$2.3M$2.2M-$59.5K2026-10-28
Fifth Third Bancorp
DECREASED80,030297,466-217,436-73%$8.4M$2.2M-$6.3M2026-11-05
Simplicity Wealth,LLC
DECREASED79,34890,557-11,209-12%$2.6M$2.2M-$406.3K2026-10-23
Citigroup Inc
INCREASED78,7903,430+75,360+2197%$97.4K$2.1M+$2.1M2026-11-04
Lanark Financial, Inc.
INCREASED77,131328+76,803+23416%$9.3K$2.1M+$2.1M2026-10-26
GenWealth Group, Inc.
INCREASED76,35866,112+10,246+16%$1.9M$2.1M+$206.1K2026-10-16
MGO One Seven LLC
INCREASED74,95560,917+14,038+23%$1.7M$2.0M+$315.3K2026-10-28
Fonville Wealth Management LLC
INCREASED66,69362,265+4,428+7%$1.8M$1.8M+$51.7K2026-10-28
Wiregrass Investment Management LLC
INCREASED66,04257,377+8,665+15%$1.6M$1.8M+$172.7K2026-11-05
October Effect Ltd
DECREASED65,29467,679-2,385-4%$1.9M$1.8M-$140.2K2026-10-20
Vicus Capital
INCREASED65,06764,320+747+1%$1.8M$1.8M-$51.0K2026-11-05
Wise Wealth Partners
DECREASED64,17964,638-459-1%$1.8M$1.8M-$84.3K2026-10-14
Visionary Wealth Advisors
NEW53,989—+53,989——$1.5M—2026-11-04
Hardin Capital Partners, LLC
INCREASED50,29349,289+1,004+2%$1.4M$1.4M-$27.8K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED49,86637,888+11,978+32%$1.1M$1.4M+$284.7K2026-11-03
Paladin Wealth, LLC
DECREASED48,69650,573-1,877-4%$1.4M$1.3M-$107.4K2026-10-23
Grimes & Co Wealth Management, LLC
DECREASED48,62968,144-19,515-29%$1.9M$1.3M-$608.0K2026-10-29
Arlington Financial Advisors, LLC
NEW47,345—+47,345——$1.3M—2026-10-19
Insight Advisors, LLC/ PA
INCREASED46,86843,141+3,727+9%$1.2M$1.3M+$53.8K2026-10-22
Costello Asset Management, Inc
DECREASED44,93850,057-5,119-10%$1.4M$1.2M-$195.2K2026-10-30
Waller Financial Planning Group, Inc
INCREASED44,54543,597+948+2%$1.2M$1.2M-$22.5K2026-10-07
Ascent Group, LLC
INCREASED42,35636,447+5,909+16%$1.0M$1.2M+$120.7K2026-10-30
Hill Island Financial LLC
DECREASED42,07743,618-1,541-4%$1.2M$1.1M-$90.5K2026-10-20
Thrivent Financial for Lutherans
DECREASED42,05742,532-475-1%$1.2M$1.1K-$1.2M2026-11-05
Boltwood Capital Management
UNCHANGED41,01041,01000%$1.2M$1.1M-$45.5K2026-10-02
Plus Group Wealth Advisors LLC
DECREASED37,848110,568-72,720-66%$3.1M$1.0M-$2.1M2026-10-19
Ritholtz Wealth Management
INCREASED37,15625,829+11,327+44%$733.3K$1.0M+$280.3K2026-11-05
Comprehensive Wealth Management, LLC
INCREASED36,71234,232+2,480+7%$971.8K$1.0M+$29.6K2026-11-02
Thompson Davis & Co., Inc.
DECREASED36,33140,187-3,856-10%$1.1M$991.1K-$149.8K2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED35,58435,055+529+2%$995.2K$970.7K-$24.5K2026-10-20
Founders Grove Wealth Partners, LLC
INCREASED35,19825,761+9,437+37%$731.4K$960.2K+$228.8K2026-10-16
Puff Wealth Management, LLC
INCREASED35,19531,470+3,725+12%$893.4K$960.1K+$66.7K2026-10-07
Wealthcare Advisory Partners LLC
INCREASED32,95715,746+17,211+109%$447.0K$899.1K+$452.0K2026-10-21
Center For Asset Management LLC
DECREASED32,05064,786-32,736-51%$1.8M$874.3K-$964.9K2026-10-16
Atria Investments, Inc
INCREASED31,59528,117+3,478+12%$798.2K$861.9K+$63.7K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED31,55421,741+9,813+45%$617.2K$860.8K+$243.6K2026-10-21
Parr Mcknight Wealth Management Group, LLC
INCREASED29,98429,802+182+1%$846.1K$818.0K-$28.1K2026-10-30
Vontobel Holding Ltd.
DECREASED27,42729,504-2,077-7%$837.3K$747.8K-$89.5K2026-10-16
RKL Wealth Management LLC
DECREASED27,16128,666-1,505-5%$813.8K$741.0K-$72.9K2026-10-16
M Holdings Securities, Inc.
DECREASED26,81027,387-577-2%$780.0K$743-$779.3K2026-11-03
Pathway Financial Advisors LLC
DECREASED26,65727,248-591-2%$770.8K$727.2K-$43.6K2026-10-07
Tennessee Valley Asset Management Partners
INCREASED23,91823,603+315+1%$670.1K$652.5K-$17.6K2026-11-03
Brucke Financial, Inc.
INCREASED22,55912,612+9,947+79%$358.1K$615.4K+$257.4K2026-10-23
Boyd Wealth Management, LLC
INCREASED22,16520,105+2,060+10%$570.8K$604.7K+$33.9K2026-10-20
Independent Financial Group, LLC
DECREASED22,14728,285-6,138-22%$803.0K$604.2K-$198.8K2026-10-13
Compound Planning, Inc.
INCREASED20,36611,874+8,492+72%$337.1K$555.6K+$218.5K2026-11-05
Northbridge Financial Group, LLC
DECREASED20,34420,367-230%$578.2K$554.4K-$23.8K2026-11-05
Meitav Investment House LTD
DECREASED19,05019,336-286-1%$548.4K$518.7K-$29.7K2026-10-28
Brooklyn FI, LLC
UNCHANGED18,98318,98300%$533.0K$526.4K-$6.6K2026-11-05
RFG Advisory, LLC
INCREASED18,3098,112+10,197+126%$230.3K$499.5K+$269.1K2026-11-03
Brookstone Capital Management
INCREASED18,25210,812+7,440+69%$307.0K$497.9K+$191.0K2026-10-22
Northland Securities, Inc.
INCREASED18,01116,688+1,323+8%$473.8K$491.3K+$17.6K2026-11-02
Howard Bailey Securities, LLC
DECREASED16,55120,814-4,263-20%$590.9K$451.5K-$139.4K2026-10-27
Axxcess Wealth Management, LLC
INCREASED15,26513,783+1,482+11%$391.3K$416.4K+$25.1K2026-10-21
Diversify Wealth Management, LLC
DECREASED15,13715,187-500%$426.9K$415.7K-$11.3K2026-10-20
Diversify Advisory Services, LLC
DECREASED15,13715,187-500%$426.9K$415.7K-$11.3K2026-10-20
Augustine Asset Management Inc
DECREASED14,19614,220-240%$403.7K$387.3K-$16.4K2026-10-13
Wedmont Private Capital
DECREASED14,19415,354-1,160-8%$432.8K$387.6K-$45.2K2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED13,87117,195-3,324-19%$488.2K$378.4K-$109.7K2026-10-29
Smithbridge Asset Management Inc
UNCHANGED13,55813,55800%$384.9K$369.9K-$15.1K2026-10-19
Bluedoor Private Wealth, LLC
UNCHANGED13,51113,51100%$383.6K$368.6K-$15.0K2026-11-05
Realta Investment Advisors
DECREASED13,12513,471-346-3%$382.4K$358.1K-$24.4K2026-10-14
Strategic Blueprint, LLC
INCREASED12,87912,512+367+3%$355.2K$351.3K-$3.9K2026-10-22
Golden State Wealth Management, LLC
DECREASED12,47414,411-1,937-13%$409.1K$340.3K-$68.8K2026-11-02
Rede Wealth, LLC
DECREASED12,37912,395-160%$351.9K$337.7K-$14.2K2026-10-22
Perigon Wealth Management, LLC
INCREASED12,02711,632+395+3%$330.2K$328.1K-$2.1K2026-10-22
Y-Intercept (Hong Kong) Ltd
INCREASED11,82210,011+1,811+18%$284.2K$322.5K+$38.3K2026-10-16
Invested Advisors
INCREASED11,52610,253+1,273+12%$291.1K$314.4K+$23.4K2026-10-23
Symphony Financial, Ltd. Co.
INCREASED11,3909,627+1,763+18%$273.8K$311.1K+$37.3K2026-10-22
WealthPlan Investment Management, LLC
NEW11,218—+11,218——$306.0K—2026-10-15
Facet Wealth, Inc.
INCREASED10,1309,201+929+10%$261.2K$276.3K+$15.1K2026-11-04
WealthPoint Financial, LLC
INCREASED10,1009,082+1,018+11%$257.8K$275.5K+$17.7K2026-11-03
Richardson Financial Services Inc.
DECREASED10,10010,863-763-7%$308.4K$275.5K-$32.9K2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED9,8349,816+18+0%$278.7K$268.3K-$10.4K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED9,60010,069-469-5%$285.9K$261.9K-$24.0K2026-10-27
Americana Partners, LLC
INCREASED9,4419,372+69+1%$266.1K$257.6K-$8.5K2026-10-28
Integrity Alliance, Llc.
DECREASED9,3699,378-90%$266.2K$255.6K-$10.6K2026-10-29
Independence Wealth Advisors, LLC
DECREASED9,3079,312-50%$264.4K$253.9K-$10.5K2026-10-29
Advisor Resource Council
DECREASED9,2449,377-133-1%$265.5K$251.4K-$14.0K2026-11-05
Braun-Bostich & Associates Inc.
NEW8,709—+8,709——$237.6K—2026-10-20
Parsons Capital Management Inc
DECREASED8,62510,500-1,875-18%$298.1K$235.3K-$62.8K2026-10-28
StoneX Group Inc.
NEW8,598—+8,598——$234.5K—2026-11-03
Detalus Advisors, LLC
INCREASED8,1797,625+554+7%$216.5K$223.1K+$6.6K2026-10-15
Clark Asset Management, LLC
UNCHANGED8,1098,10900%$230.2K$221.2K-$9.0K2026-10-19
Apella Capital, LLC
NEW7,846—+7,846——$213.9K—2026-10-08
Concurrent Investment Advisors, LLC
NEW7,698—+7,698——$210.0K—2026-10-16
Sanchez Gaunt Capital Management, LLC
NEW7,425—+7,425——$202.6K—2026-11-03
Latitude Advisors, LLC
INCREASED7,3847,316+68+1%$207.7K$201.4K-$6.2K2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED7,1958,970-1,775-20%$254.7K$196.3K-$58.4K2026-10-15
First Horizon Corp
UNCHANGED6,8636,86300%$194.8K$187.2K-$7.6K2026-10-26
Tsfg, LLC
DECREASED6,071561,689-555,618-99%$15.9M$166-$15.9M2026-10-23
James T. Borello RIA
INCREASED5,4675,381+86+2%$152.8K$149.1K-$3.6K2026-10-16
Maseco LLP
NEW5,430—+5,430——$148.2K—2026-10-27
Stone House Investment Management, LLC
DECREASED5,1306,936-1,806-26%$196.9K$139.9K-$57.0K2026-10-23
SBI Securities Co., Ltd.
INCREASED4,8104,494+316+7%$127.6K$131.2K+$3.6K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED4,6174,61700%$131.1K$126.0K-$5.1K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED4,1955,313-1,118-21%$150.8K$114.5K-$36.4K2026-11-04
Your Advocates Ltd., LLP
INCREASED3,9342,754+1,180+43%$78.2K$107.3K+$29.1K2026-11-03
Cape Investment Advisory, Inc.
INCREASED3,8653,681+184+5%$104.5K$105.4K+$9332026-10-13
Root Financial Partners, LLC
NEW3,845—+3,845——$104.9K—2026-10-21
CoreCap Advisors, LLC
DECREASED3,6384,316-678-16%$122.5K$99.2K-$23.3K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED3,3543,144+210+7%$89.3K$91.6K+$2.3K2026-10-30
Breakwater Investment Management
INCREASED3,314335+2,979+889%$9.5K$90.4K+$80.9K2026-10-20
POM Investment Strategies, LLC
INCREASED3,1512,850+301+11%$80.9K$86.0K+$5.1K2026-10-20
Balance Wealth Partners LLC
NEW2,667—+2,667——$72.8K—2026-10-27
Larson Financial Group LLC
INCREASED2,4941,405+1,089+78%$39.9K$68.0K+$28.2K2026-11-05
Triumph Capital Management
INCREASED2,354270+2,084+772%$7.7K$64.2K+$56.6K2026-10-14
Rossby Financial, LCC
INCREASED2,2651,246+1,019+82%$35.4K$61.8K+$26.4K2026-11-05
Pacific Center for Financial Services
UNCHANGED1,9381,93800%$55.0K$52.9K-$2.2K2026-10-15
TD Private Client Wealth LLC
INCREASED1,8161,785+31+2%$50.7K$49.5K-$1.1K2026-10-28
Highline Wealth Partners LLC
NEW1,513—+1,513——$41.3K—2026-10-19
US Bancorp \de\
INCREASED1,46142+1,419+3379%$1.2K$39.9K+$38.7K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED1,3801,38000%$39.2K$37.6K-$1.5K2026-10-21
Blue Trust, Inc.
DECREASED1,3271,881-554-29%$53.4K$36.2K-$17.2K2026-10-15
GK Wealth Management LLC
NEW1,150—+1,150——$31.4K—2026-10-09
Sima Wealth Partners, LLC
UNCHANGED1,0861,08600%$30.8K$29.6K-$1.2K2026-10-19
Nvest Wealth Strategies, Inc.
NEW1,014—+1,014——$27.7K—2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED91891800%$26.1K$25.0K-$1.0K2026-10-27
Center for Financial Planning, Inc.
NEW820—+820——$22.4K—2026-10-26
Compass Financial Management LLC
UNCHANGED77977900%$22.0K$21.3K-$7642026-10-30
Lynch Investment Planning, LLC
NEW743—+743——$20.3K—2026-10-27
United Financial Planning Group LLC
INCREASED427423+4+1%$12.0K$11.7K-$3552026-11-04
Woodard & Co Asset Management Group Inc
NEW405—+405——$11.0K—2026-11-03
Abound Wealth Management
NEW387—+387——$10.6K—2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED22622600%$6.4K$6.2K-$2512026-11-04
AlphaCore Capital LLC
UNCHANGED17517500%$5.0K$4.8K-$1942026-11-04
Buck Wealth Strategies, LLC
UNCHANGED16516500%$4.7K$4.5K-$1832026-10-28
SYM Financial Corp
INCREASED13637+99+268%$1.1K$3.7K+$2.7K2026-10-26
Eastern Bank
UNCHANGED909000%$2.6K$2.5K-$1002026-10-05
Creative Financial Designs Inc
UNCHANGED757500%$2.1K$2.0K-$832026-11-04
Ascentis Wealth Management, LLC
DECREASED70114-44-39%$3.2K$1.9K-$1.3K2026-11-03
Beacon Financial Strategies Corp
NEW50—+50——$1.4K—2026-10-14
Hager Investment Management Services, LLC
NEW43—+43——$1.2K—2026-11-04
Parallel Advisors, LLC
UNCHANGED252500%$710$682-$282026-11-03
Heritage Family Offices, LLP
NEW24—+24——$655—2026-11-02
Kingdom Financial Group Llc.
UNCHANGED242400%$689$662-$272026-11-04
Evolution Wealth Management Inc.
UNCHANGED171700%$483$464-$192026-10-28
Montgomery Financial Services LLC
UNCHANGED161600%$454$436-$182026-11-03
Silver Grove Financial Group, Inc.
NEW6—+6——$164—2026-11-05
Halbert Hargrove Global Advisors, LLC
INCREASED43+1+33%$86$110+$242026-10-16
Allspring Global Investments Holdings, LLC
DECREASED1343-342-100%$9.7K$27-$9.7K2026-11-04
Private Wealth Group, LLC
CLOSED0138,874-138,874-100%$3.9M$0-$3.9M2026-10-19
Hanseatic Management Services Inc
CLOSED046,571-46,571-100%$1.3M$0-$1.3M2026-10-27
Virtue Capital Management, LLC
CLOSED045,946-45,946-100%$1.3M$0-$1.3M2026-10-29
RMR Wealth Builders
CLOSED029,611-29,611-100%$840.7K$0-$840.7K2026-10-22
Clarity Wealth Development LLC
CLOSED016,888-16,888-100%$479.5K$0-$479.5K2026-10-22
Convergence Financial, LLC
CLOSED013,862-13,862-100%$393.5K$0-$393.5K2026-10-27
McAdam, LLC
CLOSED011,307-11,307-100%$321.0K$0-$321.0K2026-10-21
Midwest Financial Network, LLC
CLOSED010,438-10,438-100%$296.3K$0-$296.3K2026-10-13
Sound Income Strategies, LLC
CLOSED010,259-10,259-100%$291.2K$0-$291.2K2026-10-09
Klaas Financial Asset Advisors, LLC
CLOSED09,845-9,845-100%$279.5K$0-$279.5K2026-10-19
Resonant Capital Advisors, LLC
CLOSED09,390-9,390-100%$266.6K$0-$266.6K2026-10-15
Hibernia Wealth Partners, LLC
CLOSED08,706-8,706-100%$247.2K$0-$247.2K2026-10-29
Victory Financial Group, LLC
CLOSED07,910-7,910-100%$224.6K$0-$224.6K2026-10-27
International Private Wealth Advisors LLC
CLOSED07,301-7,301-100%$207.3K$0-$207.3K2026-11-05
International Assets Investment Management, LLC
CLOSED01,323-1,323-100%$37.4K$0-$37.4K2026-11-02
Financial Consulate, Inc
CLOSED01,110-1,110-100%$31.5K$0-$31.5K2026-10-23
Elevated Capital Advisors, LLC
CLOSED0666-666-100%$18.9K$0-$18.9K2026-11-04
Archer Investment Corp
CLOSED0259-259-100%$7.4K$0-$7.4K2026-11-05
Central Trust Co
CLOSED0218-218-100%$6.2K$0-$6.2K2026-11-05
True Wealth Design, LLC
CLOSED054-54-100%$1.5K$0-$1.5K2026-10-13
Cornerstone Planning Group LLC
CLOSED034-34-100%$951$0-$9512026-10-16
Raleigh Capital Management Inc.
UNCHANGED000—$9$9$02026-10-28
LPL Financial LLC
N/A—54,077,529-54,077,529-100%$1.5B———
Financial Engines Advisors L.L.C.
N/A—48,147,629-48,147,629-100%$1.4B———
Municipal Employees' Retirement System of Michigan
N/A—36,956,056-36,956,056-100%$1.0B———
Envestnet Asset Management Inc
N/A—8,273,012-8,273,012-100%$234.9M———
Ameriprise Financial Inc
N/A—7,552,607-7,552,607-100%$214.3M———
Merit Financial Group, LLC
N/A—6,449,298-6,449,298-100%$183.1M———
Osaic Holdings, Inc.
N/A—5,678,176-5,678,176-100%$161.2M———
OneDigital Investment Advisors LLC
N/A—4,403,524-4,403,524-100%$125.0M———
Kingsview Wealth Management, LLC
N/A—3,373,475-3,373,475-100%$95.8M———
Wells Fargo & Company
N/A—3,182,755-3,182,755-100%$90.4M———
Manning & Napier Advisors LLC
N/A—2,746,843-2,746,843-100%$78.2M———
Cetera Investment Advisers
N/A—2,253,751-2,253,751-100%$64.0M———
Bank of America Corp
N/A—2,018,202-2,018,202-100%$57.3M———
UBS Group AG
N/A—1,808,600-1,808,600-100%$51.3M———
Gladstone Institutional Advisory LLC
N/A—1,802,308-1,802,308-100%$51.2M———
HighTower Advisors, LLC
N/A—1,604,605-1,604,605-100%$45.6M———
Equitable Holdings, Inc.
N/A—1,519,100-1,519,100-100%$43.1M———
IHT Wealth Management, LLC
N/A—1,464,466-1,464,466-100%$41.6M———
Portland Global Advisors LLC
N/A—1,454,168-1,454,168-100%$41.3M———
Private Advisor Group, LLC
N/A—1,338,880-1,338,880-100%$38.0M———
Envestnet Portfolio Solutions, Inc.
N/A—1,244,488-1,244,488-100%$35.3M———
Morgan Stanley
N/A—1,212,102-1,212,102-100%$34.4M———
Great Valley Advisor Group, Inc.
N/A—1,171,552-1,171,552-100%$33.3M———
Compton Financial Group, LLC
N/A—1,171,075-1,171,075-100%$33.2M———
Frisch Financial Group, Inc.
N/A—1,097,338-1,097,338-100%$31.2M———
Integrated Wealth Concepts LLC
N/A—1,054,763-1,054,763-100%$29.9M———
NorthRock Partners, LLC
N/A—1,032,022-1,032,022-100%$29.3M———
Bank of Montreal
N/A—1,028,420-1,028,420-100%$29.2M———
Raymond James Financial Inc
N/A—1,007,694-1,007,694-100%$28.6M———
Stifel Financial Corp
N/A—1,006,887-1,006,887-100%$28.6M———
Steward Partners Investment Advisory, LLC
N/A—733,668-733,668-100%$20.8M———
Bridge Generations Wealth Management LLC
N/A—708,223-708,223-100%$20.1M———
Tidemark, LLC
N/A—688,159-688,159-100%$19.5M———
Collier Financial
N/A—681,284-681,284-100%$19.3M———
Goldman Sachs Group Inc
N/A—665,554-665,554-100%$18.9M———
Impact Partnership Wealth, LLC
N/A—612,393-612,393-100%$17.4M———
HighPoint Advisor Group LLC
N/A—580,962-580,962-100%$16.5M———
Flputnam Investment Management Co
N/A—559,741-559,741-100%$15.9M———
Wealthspire Advisors, LLC
N/A—497,936-497,936-100%$14.1M———
Level Four Advisory Services, LLC
N/A—497,633-497,633-100%$14.1M———
Susquehanna International Group, LLP
N/A—487,455-487,455-100%$13.8M———
Eldridge Investment Advisors, Inc.
N/A—469,900-469,900-100%$13.3M———
AE Wealth Management LLC
N/A—465,318-465,318-100%$13.2M———
Madison Asset Management, LLC
N/A—424,419-424,419-100%$12.0M———
Tilson Financial Group, Inc.
N/A—413,267-413,267-100%$11.7M———
Capasso Planning Partners LLC
N/A—408,514-408,514-100%$11.6M———
Evergreen Wealth Partners LLC
N/A—401,307-401,307-100%$11.4M———
TPG Financial Advisors, LLC
N/A—400,617-400,617-100%$11.4M———
Synergy Investment Management, LLC
N/A—381,143-381,143-100%$10.8M———
AQR Capital Management LLC
N/A—366,227-366,227-100%$10.4M———
IFG Advisory, LLC
N/A—340,699-340,699-100%$9.7M———
Royal Bank of Canada
N/A—332,958-332,958-100%$9.5M———
Northwestern Mutual Wealth Management Co
N/A—324,190-324,190-100%$9.2M———
Arkadios Wealth Advisors
N/A—320,886-320,886-100%$9.1M———
Hobbs Group Advisors, LLC
N/A—313,210-313,210-100%$8.9M———
MML Investors Services, LLC
N/A—310,668-310,668-100%$8.8M———
BlackRock, Inc.
N/A—305,702-305,702-100%$8.7M———
Beacon Pointe Advisors, LLC
N/A—304,330-304,330-100%$8.6M———
Waterloo Capital, L.P.
N/A—296,877-296,877-100%$8.4M———
Summit Financial, LLC
N/A—290,188-290,188-100%$8.2M———
Mercer Global Advisors Inc
N/A—266,827-266,827-100%$7.6M———
Perennial Investment Advisors, LLC
N/A—266,213-266,213-100%$7.6M———
Abound Financial, LLC
N/A—264,608-264,608-100%$7.5M———
Fourth Dimension Wealth, LLC
N/A—256,318-256,318-100%$7.3M———
Pinnacle Financial Partners, Inc.
N/A—240,591-240,591-100%$6.8M———
SEI Investments Co
N/A—238,940-238,940-100%$6.8M———
Astoria Portfolio Advisors Llc.
N/A—236,835-236,835-100%$6.7M———
Rockefeller Capital Management L.P.
N/A—235,804-235,804-100%$6.7M———
Sanctuary Advisors, LLC
N/A—235,536-235,536-100%$6.7M———
Transamerica Financial Advisors, LLC
N/A—227,847-227,847-100%$6.5M———
Western Wealth Management, LLC
N/A—214,507-214,507-100%$6.1M———
Renaissance Technologies LLC
N/A—211,304-211,304-100%$6.0M———
ArborFi Advisors, LLC
N/A—186,457-186,457-100%$5.3M———
Inspire Advisors, LLC
N/A—169,360-169,360-100%$4.8M———
Gateway Wealth Partners, LLC
N/A—164,225-164,225-100%$4.7M———
Baird Financial Group, Inc.
N/A—161,076-161,076-100%$4.6M———
JT Stratford LLC
N/A—157,470-157,470-100%$4.5M———
ST Germain D J Co Inc
N/A—147,032-147,032-100%$4.2M———
Tower Research Capital LLC (TRC)
N/A—139,820-139,820-100%$4.0M———
Waverly Advisors, LLC
N/A—136,500-136,500-100%$3.9M———
O'shaughnessy Asset Management, LLC
N/A—135,407-135,407-100%$3.8M———
Global Retirement Partners, LLC
N/A—114,873-114,873-100%$3.3M———
Napier Financial, LLC
N/A—114,614-114,614-100%$3.3M———
Vertex Planning Partners, LLC
N/A—111,404-111,404-100%$3.2M———
Planwiser Financial, LLC
N/A—108,302-108,302-100%$3.1M———
Libra Wealth LLC
N/A—104,269-104,269-100%$3.0M———
Mariner, LLC
N/A—103,727-103,727-100%$2.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—96,511-96,511-100%$2.7M———
&partners
N/A—92,838-92,838-100%$2.6M———
Flow Traders U.S. LLC
N/A—91,843-91,843-100%$2.6M———
Jones Financial Companies Lllp
N/A—88,502-88,502-100%$2.5M———
Vermillion & White Wealth Management Group, LLC
N/A—87,096-87,096-100%$2.5M———
Strategic Financial Partners, Ltd.
N/A—84,074-84,074-100%$2.4M———
Scotia Capital Inc.
N/A—82,889-82,889-100%$2.4M———
Private Advisory Group LLC
N/A—77,814-77,814-100%$2.2M———
Bonfire Financial
N/A—70,014-70,014-100%$2.0M———
NewEdge Advisors, LLC
N/A—68,971-68,971-100%$2.0M———
Collaborative Wealth Managment Inc.
N/A—64,224-64,224-100%$1.8M———
Janney Montgomery Scott LLC
N/A—62,613-62,613-100%$1.8M———
Brown Financial Advisors
N/A—61,792-61,792-100%$1.8M———
JPMorgan Chase & Co
N/A—58,454-58,454-100%$1.7M———
Stephens Inc
N/A—55,717-55,717-100%$1.6M———
HRT Financial LP
N/A—54,626-54,626-100%$1.6M———
Objectivity Squared, LLC
N/A—53,454-53,454-100%$1.5M———
Zinnia Wealth Advisory, LLC
N/A—52,611-52,611-100%$1.5M———
Maridea Wealth Management LLC
N/A—50,869-50,869-100%$1.4M———
Independent Advisor Alliance
N/A—49,800-49,800-100%$1.4M———
Strategic Investment Advisors / MI
N/A—46,431-46,431-100%$1.3M———
Cerity Partners LLC
N/A—45,963-45,963-100%$1.3M———
Seeds Investor LLC
N/A—45,516-45,516-100%$1.3M———
Fisher Asset Management, LLC
N/A—44,218-44,218-100%$1.3M———
Savvy Advisors, Inc.
N/A—43,118-43,118-100%$1.2M———
Top Private Wealth Llc.
N/A—42,046-42,046-100%$1.2M———
Modern Wealth Management, LLC
N/A—39,243-39,243-100%$1.1M———
Centennial Bank
N/A—38,689-38,689-100%$1.1M———
Beacon Bridge Wealth Partners, LLC
N/A—37,647-37,647-100%$1.1M———
Savant Capital, LLC
N/A—37,043-37,043-100%$1.1M———
Mosaic Financial Group, LLC
N/A—35,865-35,865-100%$1.0M———
PNC Financial Services Group, Inc.
N/A—34,851-34,851-100%$989.4K———
Barnes Wealth Management Group, Inc
N/A—34,458-34,458-100%$978.3K———
Snowden Capital Advisors LLC
N/A—32,474-32,474-100%$921.9K———
Harbour Investments, Inc.
N/A—31,643-31,643-100%$898.3K———
Integrity Wealth Solutions LLC
N/A—31,284-31,284-100%$888.1K———
Mattson Financial Services, LLC
N/A—31,025-31,025-100%$875.5K———
Lifeworks Advisors, LLC
N/A—27,380-27,380-100%$777.3K———
Betterment LLC
N/A—26,872-26,872-100%$763.0K———
Stratos Wealth Partners, Ltd.
N/A—26,616-26,616-100%$755.7K———
Jefferson Bridge Capital, LLC
N/A—24,943-24,943-100%$708.1K———
Blalock Williams, LLC
N/A—24,537-24,537-100%$696.6K———
PSI Advisors, LLC
N/A—24,074-24,074-100%$683.5K———
Kovack Advisors, Inc.
N/A—23,620-23,620-100%$670.6K———
Aptus Capital Advisors, LLC
N/A—23,097-23,097-100%$655.7K———
Hilltop Partners LLC
N/A—21,850-21,850-100%$620.3K———
Edgestream Partners, L.P.
N/A—21,213-21,213-100%$602.2K———
Fiduciary Financial Advisors
N/A—19,873-19,873-100%$564.1K———
Patron Partners, LLC
N/A—19,766-19,766-100%$561.2K———
Sequent Planning LLC
N/A—18,282-18,282-100%$519.0K———
Curi Capital, LLC
N/A—18,204-18,204-100%$516.8K———
Two Sigma Securities, LLC
N/A—17,480-17,480-100%$496.3K———
Cary Street Partners Investment Advisory LLC
N/A—16,755-16,755-100%$475.7K———
Joule Financial, LLC
N/A—15,978-15,978-100%$453.6K———
IMA Advisory Services, Inc.
N/A—15,413-15,413-100%$437.6K———
Keel Point, LLC
N/A—14,282-14,282-100%$405.5K———
World Investment Advisors
N/A—13,630-13,630-100%$390.4K———
FMR LLC
N/A—11,776-11,776-100%$334.3K———
Seaside Wealth Management, Inc.
N/A—11,674-11,674-100%$331.4K———
Nicolet Bankshares Inc
N/A—11,497-11,497-100%$325.5K———
CreativeOne Wealth, LLC
N/A—11,037-11,037-100%$313.3K———
OneAscent Financial Services LLC
N/A—10,636-10,636-100%$302.0K———
Keystone Financial Group
N/A—10,050-10,050-100%$285.3K———
GeoWealth Management, LLC
N/A—9,977-9,977-100%$283.2K———
Trustmark Bank Trust Department
N/A—9,936-9,936-100%$282.1K———
Geneos Wealth Management Inc.
N/A—9,318-9,318-100%$264.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,215-9,215-100%$261.6K———
Zhang Financial LLC
N/A—9,205-9,205-100%$261.3K———
Twin Focus Capital Partners, LLC
N/A—8,510-8,510-100%$241.6K———
Nwam LLC
N/A—8,369-8,369-100%$237.6K———
Foundations Investment Advisors, LLC
N/A—8,259-8,259-100%$234.5K———
Clarendon Private LLC
N/A—8,100-8,100-100%$229.9K———
Old Mission Capital LLC
N/A—8,098-8,098-100%$229.9K———
Continuum Advisory, LLC
N/A—7,653-7,653-100%$217.3K———
Belpointe Asset Management LLC
N/A—7,651-7,651-100%$217.2K———
Focus Partners Wealth
N/A—7,331-7,331-100%$208.1K———
UMB Bank, n.a.
N/A—6,495-6,495-100%$184.4K———
Allworth Financial LP
N/A—6,463-6,463-100%$183.5K———
Boyd Watterson Asset Management LLC
N/A—5,644-5,644-100%$160.2K———
Ameritas Advisory Services, LLC
N/A—5,311-5,311-100%$150.8K———
PlanVest Financial, Inc
N/A—4,605-4,605-100%$130.7K———
EP Wealth Advisors, LLC
N/A—3,649-3,649-100%$103.6K———
BFC Planning, Inc.
N/A—2,938-2,938-100%$83.4K———
Bartlett & Co. Wealth Management LLC
N/A—2,257-2,257-100%$64.1K———
Arax Advisory Partners
N/A—1,984-1,984-100%$56.3K———
Vanguard Advisers Inc
N/A—1,865-1,865-100%$53.0K———
Strategic Wealth Partners, Ltd.
N/A—1,845-1,845-100%$52.4K———
Franklin Resources Inc
N/A—1,275-1,275-100%$36.2K———
Smartleaf Asset Management LLC
N/A—1,093-1,093-100%$31.1K———
Caitlin John, LLC
N/A—917-917-100%$26.0K———
Mcguire Capital Advisors Inc
N/A—885-885-100%$25.1K———
Hantz Financial Services, Inc.
N/A—781-781-100%$22.0K———
Founders Financial Alliance, LLC
N/A—747-747-100%$21.2K———
Capital Analysts, LLC
N/A—654-654-100%$19———
Blair William & Co
N/A—600-600-100%$17.0K———
Mpwm Advisory Solutions, LLC
N/A—578-578-100%$16.4K———
Webster Bank, N. A.
N/A—573-573-100%$16.3K———
BankPlus Trust Department
N/A—569-569-100%$16.2K———
Basepoint Wealth LLC
N/A—506-506-100%$14.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—472-472-100%$13.4K———
SouthState Bank Corp
N/A—364-364-100%$10.3K———
Ameriflex Group, Inc.
N/A—330-330-100%$9.4K———
LRI Investments, LLC
N/A—297-297-100%$8.4K———
Kilter Group LLC
N/A—296-296-100%$8.4K———
Medallion Wealth Advisors, LLC
N/A—280-280-100%$7.9K———
Dogwood Wealth Management LLC
N/A—276-276-100%$7.8K———
SOA Wealth Advisors, Llc.
N/A—258-258-100%$7.3K———
Strive Financial Group,LLC
N/A—92-92-100%$2.6K———
Glen Eagle Advisors, LLC
N/A—48-48-100%$1.4K———
Oakmont Advisory Group, LLC
N/A—45-45-100%$1.3K———
Meramec Financial Planners, LLC
N/A—40-40-100%$1.1K———
N.E.W. Advisory Services LLC
N/A—26-26-100%$738———
BNP Paribas Financial Markets
N/A—12-12-100%$341———
Luminist Capital LLC
N/A—00—$1.1K———
Tiaa Wealth Investment Management LLC
N/A—00—$0———
Showing 441 of 441 institutions