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SS Spdr P S&P 1500 Comp ETF (SPTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares7,961,928 from 5,507,994
Change+2,453,934 (+45%)
Value$732.9M (+$232.8M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares4,276,956 from 4,244,480
Change+32,476 (+1%)
Value$393.7M (+$8.3M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares2,458,194 from 2,508,062
Change-49,868 (-2%)
Value$226.3M (-$1.4M)
Filed 2026-10-21
Professional Financial Advisors, LLC
DECREASED
Shares1,881,168 from 2,244,068
Change-362,900 (-16%)
Value$173.2M (-$30.6M)
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares1,796,000 from 1,730,399
Change+65,601 (+4%)
Value$167.3M (+$10.2M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,436,148 from 1,430,952
Change+5,196 (+0%)
Value$134.2M (+$3.1M)
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED
Shares1,335,225 from 1,360,734
Change-25,509 (-2%)
Value$122.9M (-$633.6K)
Filed 2026-10-13
Blueprint Investment Partners LLC
INCREASED
Shares1,082,347 from 879,321
Change+203,026 (+23%)
Value$99.6M (+$19.8M)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
DECREASED
Shares1,014,692 from 1,018,751
Change-4,059 (0%)
Value$93.4M (+$910.0K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
INCREASED
Shares897,808 from 858,575
Change+39,233 (+5%)
Value$82.6M (+$4.7M)
Filed 2026-10-05
Voisard Asset Management Group, Inc.
INCREASED
Shares873,991 from 868,980
Change+5,011 (+1%)
Value$80.5M (+$1.6M)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares836,900 from 796,314
Change+40,586 (+5%)
Value$77.0M (+$4.7M)
Filed 2026-10-26
Shepherd Financial Partners LLC
INCREASED
Shares779,276 from 765,384
Change+13,892 (+2%)
Value$71.7M (+$2.2M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares746,884 from 752,931
Change-6,047 (-1%)
Value$68.8K (-$68.3M)
Filed 2026-11-02
Weitzel Financial Services, Inc.
INCREASED
Shares690,842 from 684,063
Change+6,779 (+1%)
Value$64.2M (+$2.5M)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares613,626 from 626,685
Change-13,059 (-2%)
Value$56.5M (-$412.5K)
Filed 2026-10-06
State of Michigan Retirement System
UNCHANGED
Shares565,479 from 565,479
Change0 (0%)
Value$52.1M (+$712.5K)
Filed 2026-10-27
Blueprint Financial Advisors LLC
INCREASED
Shares520,715 from 473,446
Change+47,269 (+10%)
Value$47.9M (+$4.9M)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
DECREASED
Shares493,328 from 495,226
Change-1,898 (0%)
Value$45.7M (+$1.1M)
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares470,147 from 462,176
Change+7,971 (+2%)
Value$43.3M (+$1.3M)
Filed 2026-10-22
Aquire Wealth Advisors, LLC
DECREASED
Shares453,027 from 466,911
Change-13,884 (-3%)
Value$41.7M (-$689.8K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares416,369 from 417,513
Change-1,144 (0%)
Value$38.3K (-$37.9M)
Filed 2026-10-26
Woodard & Co Asset Management Group Inc
DECREASED
Shares412,985 from 420,062
Change-7,077 (-2%)
Value$38.0M (-$122.1K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
INCREASED
Shares412,556 from 392,903
Change+19,653 (+5%)
Value$38.0M (+$2.3M)
Filed 2026-10-20
Treasure Coast Financial Planning
DECREASED
Shares400,914 from 415,958
Change-15,044 (-4%)
Value$36.9M (-$860.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares377,251 from 372,511
Change+4,740 (+1%)
Value$34.7M (+$905.7K)
Filed 2026-11-05
Rinkey Investments
DECREASED
Shares358,616 from 363,352
Change-4,736 (-1%)
Value$33.0M (+$21.9K)
Filed 2026-10-28
Boston Standard Wealth Management, LLC
INCREASED
Shares349,333 from 339,708
Change+9,625 (+3%)
Value$32.2M (+$1.3M)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares329,106 from 316,100
Change+13,006 (+4%)
Value$30.3M (+$1.6M)
Filed 2026-11-03
Financial Planning Fort Collins, LLC
INCREASED
Shares304,495 from 301,484
Change+3,011 (+1%)
Value$28.0M (+$515.3K)
Filed 2026-10-16
Navigation Group, LLC
DECREASED
Shares300,606 from 308,575
Change-7,969 (-3%)
Value$27.7M (-$344.7K)
Filed 2026-10-28
Dorval Corp
INCREASED
Shares299,528 from 294,987
Change+4,541 (+2%)
Value$27.6M (+$789.7K)
Filed 2026-10-29
RVW Wealth, LLC
DECREASED
Shares297,605 from 304,009
Change-6,404 (-2%)
Value$27.4M (-$206.4K)
Filed 2026-10-06
Fox Financial, Inc
DECREASED
Shares296,648 from 301,615
Change-4,967 (-2%)
Value$27.3M (-$77.2K)
Filed 2026-10-29
BIP Wealth, LLC
DECREASED
Shares280,956 from 282,526
Change-1,570 (-1%)
Value$25.9M (+$211.4K)
Filed 2026-10-22
James T. Borello RIA
DECREASED
Shares277,223 from 280,281
Change-3,058 (-1%)
Value$25.5M (+$71.7K)
Filed 2026-10-16
SigFig Wealth Management, LLC
DECREASED
Shares271,829 from 281,572
Change-9,743 (-3%)
Value$25.0M (-$361.9K)
Filed 2026-10-07
Beacon Capital Management, Inc.
DECREASED
Shares262,626 from 263,803
Change-1,177 (0%)
Value$24.2M (+$224.1K)
Filed 2026-10-13
Spartan Planning & Wealth Management
INCREASED
Shares259,652 from 166,207
Change+93,445 (+56%)
Value$23.9M (+$8.8M)
Filed 2026-10-13
Compass Financial Group, Inc
DECREASED
Shares237,034 from 237,330
Change-296 (0%)
Value$21.8M (+$271.9K)
Filed 2026-10-13
Annex Advisory Services, LLC
DECREASED
Shares236,954 from 239,129
Change-2,175 (-1%)
Value$21.8M (+$101.1K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares214,344 from 221,137
Change-6,793 (-3%)
Value$19.7M (-$346.7K)
Filed 2026-11-03
Mueller Wealth, LLC
INCREASED
Shares212,140 from 202,687
Change+9,453 (+5%)
Value$19.5M (+$1.1M)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares207,416 from 206,830
Change+586 (+0%)
Value$19.1M (+$314.6K)
Filed 2026-10-15
Bensler, LLC
INCREASED
Shares190,270 from 175,956
Change+14,314 (+8%)
Value$17.5M (+$1.5M)
Filed 2026-11-05
Atlas Private Wealth Advisors
INCREASED
Shares187,850 from 186,239
Change+1,611 (+1%)
Value$17.3M (+$383.0K)
Filed 2026-10-23
Wall Capital Group, Inc.
DECREASED
Shares182,087 from 245,135
Change-63,048 (-26%)
Value$16.8M (-$5.5M)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares179,729 from 184,204
Change-4,475 (-2%)
Value$16.5M (-$179.8K)
Filed 2026-11-04
Cabot Wealth Management Inc
INCREASED
Shares174,712 from 171,433
Change+3,279 (+2%)
Value$16.1M (+$517.8K)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares171,680 from 181,997
Change-10,317 (-6%)
Value$15.8M (-$720.4K)
Filed 2026-11-04
Ervin Investment Management, LLC
INCREASED
Shares169,686 from 168,556
Change+1,130 (+1%)
Value$15.6M (+$316.4K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares159,538 from 154,171
Change+5,367 (+3%)
Value$14.7M (+$688.4K)
Filed 2026-11-04
R. W. Roge & Company, Inc.
NEW
Shares158,128
Change+158,128
Value$14.6K
Filed 2026-11-04
Royal Harbor Partners, LLC
INCREASED
Shares157,139 from 156,855
Change+284 (+0%)
Value$14.5M (+$223.8K)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares156,111 from 114,601
Change+41,510 (+36%)
Value$14.4M (+$4.0M)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares150,094 from 156,075
Change-5,981 (-4%)
Value$13.8M (-$353.9K)
Filed 2026-10-08
XML Financial, LLC
DECREASED
Shares148,682 from 155,578
Change-6,896 (-4%)
Value$13.7M (-$438.7K)
Filed 2026-10-29
Eclectic Associates Inc
INCREASED
Shares143,024 from 142,793
Change+231 (+0%)
Value$13.2M (+$201.2K)
Filed 2026-10-09
Sentinel Pension Advisors, LLC
DECREASED
Shares136,416 from 136,870
Change-454 (0%)
Value$12.6M (+$199.1K)
Filed 2026-11-02
Evensky & Katz LLC
DECREASED
Shares135,213 from 136,729
Change-1,516 (-1%)
Value$12.4K (-$12.4M)
Filed 2026-10-27
G&S Capital LLC
DECREASED
Shares133,460 from 138,684
Change-5,224 (-4%)
Value$12.3M (-$306.1K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares131,936 from 134,479
Change-2,543 (-2%)
Value$12.1M (-$64.6K)
Filed 2026-11-02
R2 Capital Strategies, LLC
INCREASED
Shares129,863 from 129,416
Change+447 (+0%)
Value$12.0M (+$204.2K)
Filed 2026-10-15
Iron Financial LLC
INCREASED
Shares127,472 from 127,201
Change+271 (+0%)
Value$11.7M (+$185.2K)
Filed 2026-10-23
Investors Research Corp
DECREASED
Shares127,175 from 128,022
Change-847 (-1%)
Value$11.7M (+$83.3K)
Filed 2026-10-07
Balentine LLC
INCREASED
Shares124,831 from 124,550
Change+281 (+0%)
Value$11.5M (+$182.8K)
Filed 2026-11-03
Freedom Day Solutions, LLC
DECREASED
Shares122,695 from 123,130
Change-435 (0%)
Value$11.3M (+$115.1K)
Filed 2026-10-20
Redwood Financial Network Corp
DECREASED
Shares121,851 from 127,459
Change-5,608 (-4%)
Value$11.2M (-$355.6K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares120,873 from 119,895
Change+978 (+1%)
Value$11.1M (+$241.1K)
Filed 2026-10-13
Summit Investment Advisory Services, LLC
INCREASED
Shares117,053 from 115,622
Change+1,431 (+1%)
Value$10.8M (+$277.4K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares115,368 from 116,743
Change-1,375 (-1%)
Value$10.6M (+$20.5K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares113,283 from 132,332
Change-19,049 (-14%)
Value$10.4M (-$1.6M)
Filed 2026-10-09
Exchange Traded Concepts, LLC
DECREASED
Shares107,086 from 111,749
Change-4,663 (-4%)
Value$9.9M (-$288.4K)
Filed 2026-10-28
Isthmus Partners, LLC
INCREASED
Shares103,047 from 99,917
Change+3,130 (+3%)
Value$9.5M (+$414.0K)
Filed 2026-10-21
Cascade Investment Group, Inc.
DECREASED
Shares99,991 from 100,079
Change-88 (0%)
Value$9.2M (+$118.0K)
Filed 2026-10-13
Cannon Financial Strategists, Inc.
INCREASED
Shares96,581 from 96,238
Change+343 (+0%)
Value$8.9M (+$152.9K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares94,887 from 100,956
Change-6,069 (-6%)
Value$8.7M (-$431.4K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares94,883 from 95,564
Change-681 (-1%)
Value$8.7M (+$57.7K)
Filed 2026-10-14
Private Wealth Group, LLC
INCREASED
Shares93,399 from 83,185
Change+10,214 (+12%)
Value$8.6M (+$1.0M)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
INCREASED
Shares86,151 from 83,440
Change+2,711 (+3%)
Value$7.9M (+$354.7K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares85,593 from 85,114
Change+479 (+1%)
Value$7.9M (+$151.3K)
Filed 2026-11-03
True Blue Financial, LLC
DECREASED
Shares84,327 from 86,731
Change-2,404 (-3%)
Value$7.8M (-$112.0K)
Filed 2026-10-15
Sheets Smith Wealth Management
INCREASED
Shares83,684 from 77,837
Change+5,847 (+8%)
Value$7.7M (+$636.3K)
Filed 2026-10-16
SFG Wealth Management, Llc.
DECREASED
Shares82,981 from 83,314
Change-333 (0%)
Value$7.6M (+$74.3K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares81,976 from 80,789
Change+1,187 (+1%)
Value$7.5M (+$211.1K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares80,332 from 78,923
Change+1,409 (+2%)
Value$7.4M (+$229.2K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares80,261 from 75,366
Change+4,895 (+6%)
Value$7.4M (+$545.5K)
Filed 2026-11-02
Aerodigm Wealth, LLC
DECREASED
Shares79,686 from 80,005
Change-319 (0%)
Value$7.3M (+$71.4K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares78,573 from 89,364
Change-10,791 (-12%)
Value$7.2M (-$880.7K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares76,076 from 76,076
Change0 (0%)
Value$7.0M (+$95.9K)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares72,401 from 23,889
Change+48,512 (+203%)
Value$6.7M (+$4.5M)
Filed 2026-11-03
Integrated Capital Management, Inc.
DECREASED
Shares70,120 from 77,316
Change-7,196 (-9%)
Value$6.5M (-$565.0K)
Filed 2026-10-09
Trinity Wealth Management, LLC
INCREASED
Shares69,919 from 67,829
Change+2,090 (+3%)
Value$6.4M (+$277.8K)
Filed 2026-10-13
Apeiron RIA LLC
INCREASED
Shares68,851 from 66,182
Change+2,669 (+4%)
Value$6.4M (+$345.6K)
Filed 2026-10-08
Values Added Financial LLC
DECREASED
Shares67,752 from 67,978
Change-226 (0%)
Value$6.2M (+$64.8K)
Filed 2026-10-28
LVM Capital Management LTD
DECREASED
Shares66,122 from 66,672
Change-550 (-1%)
Value$6.1M (+$6.1M)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares60,491 from 60,445
Change+46 (+0%)
Value$5.6M (+$80.4K)
Filed 2026-10-21
Avior Wealth Management, LLC
UNCHANGED
Shares59,247 from 59,247
Change0 (0%)
Value$5.5M (+$74.7K)
Filed 2026-10-13
TKG Advisors, LLC
INCREASED
Shares59,110 from 59,058
Change+52 (+0%)
Value$5.4M (+$79.2K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares53,928 from 51,998
Change+1,930 (+4%)
Value$5.0M (+$243.2K)
Filed 2026-11-05
Dagco, Inc.
INCREASED
Shares52,555 from 51,634
Change+921 (+2%)
Value$4.8M (+$149.8K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
INCREASED
Shares52,531 from 51,589
Change+942 (+2%)
Value$4.8M (+$151.7K)
Filed 2026-11-03
Andrews Advisory Associates, LLC
DECREASED
Shares52,400 from 57,837
Change-5,437 (-9%)
Value$4.8M (-$427.6K)
Filed 2026-10-15
Investment Planning Advisors, Inc.
INCREASED
Shares49,915 from 48,323
Change+1,592 (+3%)
Value$4.6M (+$207.3K)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares49,840 from 49,345
Change+495 (+1%)
Value$4.6M (+$107.8K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
INCREASED
Shares47,620 from 46,422
Change+1,198 (+3%)
Value$4.4M (+$168.8K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares46,876 from 46,876
Change0 (0%)
Value$4.3M (+$45.0K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
DECREASED
Shares45,542 from 46,407
Change-865 (-2%)
Value$4.2M (-$21.2K)
Filed 2026-10-20
Fullerton Advisors, LLC
DECREASED
Shares44,526 from 46,255
Change-1,729 (-4%)
Value$4.1M (-$100.9K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares37,712 from 37,673
Change+39 (+0%)
Value$3.5M (+$51.1K)
Filed 2026-11-02
KWB Wealth
DECREASED
Shares35,965 from 36,511
Change-546 (-1%)
Value$3.3M (-$4.2K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
INCREASED
Shares35,937 from 35,439
Change+498 (+1%)
Value$3.3M (+$71.1K)
Filed 2026-11-03
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares34,501 from 34,783
Change-282 (-1%)
Value$3.2M (+$17.9K)
Filed 2026-10-27
Altus Wealth Group LLC
DECREASED
Shares31,868 from 32,133
Change-265 (-1%)
Value$2.9M (+$16.1K)
Filed 2026-10-20
Praetorian Wealth Management, Inc.
DECREASED
Shares31,275 from 41,914
Change-10,639 (-25%)
Value$2.9M (-$926.5K)
Filed 2026-10-16
Westside Investment Management, Inc.
DECREASED
Shares29,430 from 29,873
Change-443 (-1%)
Value$2.7M (-$3.1K)
Filed 2026-11-02
Red Mountain Financial, LLC
INCREASED
Shares29,303 from 28,370
Change+933 (+3%)
Value$2.7M (+$121.6K)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares29,091 from 22,122
Change+6,969 (+32%)
Value$2.7M (+$669.3K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED
Shares28,814 from 28,262
Change+552 (+2%)
Value$2.7M (+$86.5K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares28,006 from 14,160
Change+13,846 (+98%)
Value$2.6M (+$1.3M)
Filed 2026-10-23
Paulson Wealth Management Inc.
INCREASED
Shares27,511 from 14,399
Change+13,112 (+91%)
Value$2.5M (+$1.2M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares27,378 from 26,974
Change+404 (+2%)
Value$2.5M (+$71.1K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares27,188 from 26,346
Change+842 (+3%)
Value$2.5M (+$110.6K)
Filed 2026-10-14
Northwest Wealth Management, LLC
DECREASED
Shares27,075 from 27,412
Change-337 (-1%)
Value$2.5M (+$3.5K)
Filed 2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED
Shares27,047 from 28,696
Change-1,649 (-6%)
Value$2.5M (-$115.6K)
Filed 2026-11-02
LJI Wealth Management, LLC
INCREASED
Shares25,804 from 25,721
Change+83 (+0%)
Value$2.4M (+$40.1K)
Filed 2026-10-28
Center For Asset Management LLC
INCREASED
Shares25,697 from 18,957
Change+6,740 (+36%)
Value$2.4M (+$644.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares25,613 from 26,598
Change-985 (-4%)
Value$2.4M (-$57.2K)
Filed 2026-10-22
Wealthcare Capital Management LLC
INCREASED
Shares25,589 from 24,870
Change+719 (+3%)
Value$2.4M (+$97.5K)
Filed 2026-10-21
LexAurum Advisors, LLC
DECREASED
Shares25,505 from 25,510
Change-5 (0%)
Value$2.3M (+$31.7K)
Filed 2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED
Shares24,857 from 24,615
Change+242 (+1%)
Value$2.3M (+$53.3K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares24,626 from 25,032
Change-406 (-2%)
Value$2.3M (+$17.2K)
Filed 2026-10-27
Convergence Financial, LLC
NEW
Shares24,621
Change+24,621
Value$2.3M
Filed 2026-10-27
Jacksonville Wealth Management, LLC
DECREASED
Shares24,584 from 25,730
Change-1,146 (-4%)
Value$2.3M (-$73.1K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares24,522 from 22,891
Change+1,631 (+7%)
Value$2.3M (+$179.0K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares24,486 from 26,170
Change-1,684 (-6%)
Value$2.3M (-$122.0K)
Filed 2026-10-15
Flagstone Financial Management
DECREASED
Shares24,146 from 25,023
Change-877 (-3%)
Value$2.2M (-$49.2K)
Filed 2026-11-05
Equita Financial Network, Inc.
DECREASED
Shares24,132 from 24,232
Change-100 (0%)
Value$2.2M (+$21.3K)
Filed 2026-10-19
Stevens Capital Partners
DECREASED
Shares23,782 from 23,909
Change-127 (-1%)
Value$2.2M (+$18.5K)
Filed 2026-10-29
Decker Wealth Management LLC
INCREASED
Shares23,663 from 22,934
Change+729 (+3%)
Value$2.2M (+$96.0K)
Filed 2026-10-09
Sharper & Granite LLC
INCREASED
Shares23,586 from 22,969
Change+617 (+3%)
Value$1.9M (-$220.6K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares23,196 from 23,263
Change-67 (0%)
Value$2.1M (+$23.2K)
Filed 2026-11-03
Semitam Bonam LLC
DECREASED
Shares21,507 from 21,583
Change-76 (0%)
Value$2.0M (+$20.3K)
Filed 2026-10-27
Novem Group
DECREASED
Shares20,227 from 21,499
Change-1,272 (-6%)
Value$1.9M (-$90.0K)
Filed 2026-10-19
Matauro, LLC
DECREASED
Shares19,918 from 22,522
Change-2,604 (-12%)
Value$1.8M (-$211.3K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares19,836 from 19,496
Change+340 (+2%)
Value$1.8M (+$55.9K)
Filed 2026-10-20
Wrenne Financial Planning LLC
INCREASED
Shares19,807 from 19,786
Change+21 (+0%)
Value$1.8M (+$27.0K)
Filed 2026-10-30
Trilogy Capital Inc.
DECREASED
Shares19,702 from 20,825
Change-1,123 (-5%)
Value$1.8M (-$77.1K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares19,679 from 19,660
Change+19 (+0%)
Value$1.8M (+$26.5K)
Filed 2026-10-21
Towercrest Capital Management
DECREASED
Shares19,546 from 20,742
Change-1,196 (-6%)
Value$1.8M (-$84.0K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED
Shares19,482 from 21,500
Change-2,018 (-9%)
Value$1.8M (-$158.6K)
Filed 2026-10-06
Root Financial Partners, LLC
DECREASED
Shares19,228 from 19,437
Change-209 (-1%)
Value$1.8M (+$5.3K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares18,977 from 18,973
Change+4 (+0%)
Value$1.7M (+$24.3K)
Filed 2026-10-22
FMA Wealth Management, LLC
DECREASED
Shares18,956 from 18,990
Change-34 (0%)
Value$1.7M (+$20.8K)
Filed 2026-10-21
TFB Advisors LLC
INCREASED
Shares18,811 from 12,389
Change+6,422 (+52%)
Value$1.7M (+$606.8K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares18,745 from 19,262
Change-517 (-3%)
Value$1.7M (-$23.3K)
Filed 2026-10-21
HMV Wealth Advisors, LLC
INCREASED
Shares18,560 from 18,425
Change+135 (+1%)
Value$1.7M (+$35.6K)
Filed 2026-10-27
Peterson Wealth Advisors, LLC
DECREASED
Shares18,289 from 18,655
Change-366 (-2%)
Value$1.7M (-$10.2K)
Filed 2026-10-08
Climber Capital SA
UNCHANGED
Shares18,160 from 18,160
Change0 (0%)
Value$1.6M (-$60.5K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
INCREASED
Shares18,023 from 17,427
Change+596 (+3%)
Value$1.7M (+$76.8K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
DECREASED
Shares17,622 from 17,991
Change-369 (-2%)
Value$1.6M (-$11.3K)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares17,465 from 17,385
Change+80 (+0%)
Value$1.6M (+$29.3K)
Filed 2026-11-03
Telos Capital Management, Inc.
DECREASED
Shares17,444 from 17,759
Change-315 (-2%)
Value$1.6M (-$6.6K)
Filed 2026-11-02
Glenview Trust Co
UNCHANGED
Shares17,293 from 17,293
Change0 (0%)
Value$1.6M (+$21.8K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED
Shares17,227 from 17,192
Change+35 (+0%)
Value$1.6M (+$24.9K)
Filed 2026-10-08
McClarren Financial Advisors, Inc.
DECREASED
Shares17,126 from 18,014
Change-888 (-5%)
Value$1.6M (-$59.0K)
Filed 2026-10-15
Stewardship Advisors, LLC
DECREASED
Shares16,787 from 17,337
Change-550 (-3%)
Value$1.5M (-$28.8K)
Filed 2026-10-20
Omnitrust Wealth Management, Inc
NEW
Shares16,779
Change+16,779
Value$1.5M
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares16,475 from 17,730
Change-1,255 (-7%)
Value$1.5M (-$93.2K)
Filed 2026-10-29
VCI Wealth Management LLC
NEW
Shares16,458
Change+16,458
Value$1.5M
Filed 2026-10-29
Leeward Financial Partners, LLC
INCREASED
Shares16,418 from 16,374
Change+44 (+0%)
Value$1.5M (+$24.7K)
Filed 2026-10-23
Northbridge Financial Group, LLC
DECREASED
Shares16,146 from 16,490
Change-344 (-2%)
Value$1.5M (+$23.0K)
Filed 2026-11-05
Armbruster Capital Management, Inc.
DECREASED
Shares15,916 from 16,779
Change-863 (-5%)
Value$1.5M (-$58.3K)
Filed 2026-10-19
Alliance Wealth Management Group
DECREASED
Shares15,846 from 17,052
Change-1,206 (-7%)
Value$1.5M (-$89.5K)
Filed 2026-10-29
Tlwm
INCREASED
Shares15,497 from 15,267
Change+230 (+2%)
Value$1.4M (+$40.4K)
Filed 2026-10-09
Sutton Place Investors LLC
UNCHANGED
Shares15,099 from 15,099
Change0 (0%)
Value$1.4M (+$19.0K)
Filed 2026-10-20
Waller Financial Planning Group, Inc
DECREASED
Shares14,925 from 15,279
Change-354 (-2%)
Value$1.4M (-$13.4K)
Filed 2026-10-07
Lane Brothers & Co Inc
DECREASED
Shares14,857 from 29,148
Change-14,291 (-49%)
Value$1.4M (-$1.3M)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares14,666 from 14,839
Change-173 (-1%)
Value$1.4M (+$2.8K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares14,610 from 13,456
Change+1,154 (+9%)
Value$1.3M (+$123.2K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares14,513 from 14,788
Change-275 (-2%)
Value$1.3M (-$6.7K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares14,430 from 16,114
Change-1,684 (-10%)
Value$1.3M (-$134.7K)
Filed 2026-10-23
Madrona Financial Services, LLC
NEW
Shares14,378
Change+14,378
Value$1.3M
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares14,341 from 14,556
Change-215 (-1%)
Value$1.3M (-$1.5K)
Filed 2026-10-26
Penobscot Wealth Management
INCREASED
Shares14,297 from 14,272
Change+25 (+0%)
Value$1.3M (+$20.3K)
Filed 2026-10-21
Emprise Bank
DECREASED
Shares14,235 from 16,166
Change-1,931 (-12%)
Value$1.3M (-$157.4K)
Filed 2026-10-07
Apollon Wealth Management, LLC
INCREASED
Shares14,197 from 13,511
Change+686 (+5%)
Value$1.3M (+$80.2K)
Filed 2026-10-23
Friday Financial
DECREASED
Shares14,012 from 14,090
Change-78 (-1%)
Value$1.3M (+$14.1K)
Filed 2026-10-09
Keystone Financial Group, Inc.
INCREASED
Shares13,900 from 13,863
Change+37 (+0%)
Value$1.3M (+$20.9K)
Filed 2026-10-13
Morling Financial Advisors, LLC
DECREASED
Shares13,830 from 15,017
Change-1,187 (-8%)
Value$1.3M (-$90.3K)
Filed 2026-10-28
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares13,404 from 13,404
Change0 (0%)
Value$1.2M (+$16.9K)
Filed 2026-10-26
Sunburst Financial Group, LLC
DECREASED
Shares13,116 from 13,153
Change-37 (0%)
Value$1.2M (+$13.2K)
Filed 2026-10-09
Prentice Wealth Management LLC
UNCHANGED
Shares12,710 from 12,710
Change0 (0%)
Value$1.2M (+$16.0K)
Filed 2026-10-20
Squire Investment Management Company, LLC
UNCHANGED
Shares12,506 from 12,506
Change0 (0%)
Value$1.2M (+$15.8K)
Filed 2026-11-03
Financial Enhancement Group LLC
DECREASED
Shares12,336 from 25,531
Change-13,195 (-52%)
Value$1.2M (-$1.2M)
Filed 2026-10-08
Belleair Asset Management, LLC
DECREASED
Shares12,271 from 15,604
Change-3,333 (-21%)
Value$1.1M (-$287.1K)
Filed 2026-11-03
Summit Financial Strategies, Inc.
UNCHANGED
Shares12,201 from 12,201
Change0 (0%)
Value$1.1M (+$15.4K)
Filed 2026-10-14
Journey Advisory Group, LLC
UNCHANGED
Shares12,191 from 12,191
Change0 (0%)
Value$1.1M (+$15.4K)
Filed 2026-11-04
Waystone Advisors LLC
DECREASED
Shares11,726 from 11,751
Change-25 (0%)
Value$1.1M (-$2.3K)
Filed 2026-10-16
Davenport & Co LLC
UNCHANGED
Shares11,335 from 11,335
Change0 (0%)
Value$1.0M (+$14.3K)
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares11,313 from 11,309
Change+4 (+0%)
Value$1.0M (+$14.6K)
Filed 2026-10-28
Ridgeline Wealth Planning, LLC
UNCHANGED
Shares10,879 from 10,879
Change0 (0%)
Value$1.0M (+$13.7K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares10,857 from 10,945
Change-88 (-1%)
Value$999 (-$993.0K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares10,795 from 10,799
Change-4 (0%)
Value$993.7K (+$13.2K)
Filed 2026-10-15
Stone Wealth Partners
INCREASED
Shares10,756 from 5,378
Change+5,378 (+100%)
Value$991.5K (+$503.2K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares10,730 from 4,186
Change+6,544 (+156%)
Value$987.7K (+$607.7K)
Filed 2026-10-19
Curat Global, LLC
DECREASED
Shares10,700 from 10,850
Change-150 (-1%)
Value$984.9K (-$137)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares10,660 from 10,660
Change0 (0%)
Value$981.3K (+$13.4K)
Filed 2026-10-27
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares10,637 from 10,749
Change-112 (-1%)
Value$979.1K (+$3.2K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares10,570 from 9,172
Change+1,398 (+15%)
Value$973.0K (+$140.2K)
Filed 2026-11-05
Darrow Company, Inc.
INCREASED
Shares10,548 from 10,278
Change+270 (+3%)
Value$971.0K (+$37.9K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares10,530 from 10,799
Change-269 (-2%)
Value$969.3K (-$11.1K)
Filed 2026-10-29
Gibson Wealth Advisors LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$966.5K (+$13.2K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares10,491 from 6,493
Change+3,998 (+62%)
Value$965.7K (+$376.2K)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares10,436 from 26,884
Change-16,448 (-61%)
Value$960.7K (-$1.5M)
Filed 2026-10-28
Olio Financial Planning
UNCHANGED
Shares10,142 from 10,142
Change0 (0%)
Value$933.6K (+$12.8K)
Filed 2026-10-22
Detalus Advisors, LLC
INCREASED
Shares10,081 from 10,038
Change+43 (+0%)
Value$928.0K (+$16.7K)
Filed 2026-10-15
Indivisible Partners
UNCHANGED
Shares9,685 from 9,685
Change0 (0%)
Value$891.5K (+$12.2K)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
UNCHANGED
Shares9,581 from 9,581
Change0 (0%)
Value$881.9K (+$12.1K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares9,494 from 9,469
Change+25 (+0%)
Value$874.0K (+$14.3K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares9,436 from 8,496
Change+940 (+11%)
Value$868.6K (+$97.2K)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares9,327 from 9,327
Change0 (0%)
Value$846.8K ($0)
Filed 2026-10-06
Krilogy Financial LLC
DECREASED
Shares9,109 from 10,177
Change-1,068 (-10%)
Value$855.5K (-$68.5K)
Filed 2026-10-13
MBE Wealth Management, LLC
INCREASED
Shares8,868 from 8,855
Change+13 (+0%)
Value$816.3K (+$12.3K)
Filed 2026-10-26
CogentBlue Wealth Advisors, LLC
UNCHANGED
Shares8,574 from 8,574
Change0 (0%)
Value$789.3K (+$10.8K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares8,450 from 12,932
Change-4,482 (-35%)
Value$777.8K (-$396.3K)
Filed 2026-10-16
Arlington Trust Co LLC
UNCHANGED
Shares8,431 from 8,431
Change0 (0%)
Value$776.1K (+$10.6K)
Filed 2026-10-20
Prosperity Financial Group, Inc.
INCREASED
Shares8,374 from 7,901
Change+473 (+6%)
Value$770.8K (+$53.5K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
UNCHANGED
Shares8,212 from 8,212
Change0 (0%)
Value$755.9K (+$10.3K)
Filed 2026-10-26
Amicus Financial Advisors, LLC
DECREASED
Shares8,191 from 8,461
Change-270 (-3%)
Value$754.0K (-$14.2K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares8,133 from 8,201
Change-68 (-1%)
Value$748.6K (+$4.1K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares8,087 from 8,375
Change-288 (-3%)
Value$744.4K (-$16.0K)
Filed 2026-10-08
Ritholtz Wealth Management
INCREASED
Shares8,031 from 7,881
Change+150 (+2%)
Value$739.2K (+$23.7K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW
Shares7,947
Change+7,947
Value$731.5K
Filed 2026-10-27
Jericho Financial, LLP
DECREASED
Shares7,936 from 8,207
Change-271 (-3%)
Value$730.5K (-$14.6K)
Filed 2026-10-13
GSG Advisors LLC
INCREASED
Shares7,738 from 7,718
Change+20 (+0%)
Value$712.3K (+$11.6K)
Filed 2026-11-03
RFG Holdings, Inc.
UNCHANGED
Shares7,703 from 7,703
Change0 (0%)
Value$709.1K (+$9.7K)
Filed 2026-10-30
Wise Wealth Partners
INCREASED
Shares7,605 from 7,602
Change+3 (+0%)
Value$700.0K (+$9.8K)
Filed 2026-10-14
Peirce Capital Management, LLC
DECREASED
Shares7,415 from 7,992
Change-577 (-7%)
Value$682.6K (-$43.0K)
Filed 2026-10-19
Choreo, LLC
UNCHANGED
Shares7,317 from 7,317
Change0 (0%)
Value$673.5K (+$9.2K)
Filed 2026-10-28
Burns Matteson Capital Management, LLC
DECREASED
Shares7,286 from 7,627
Change-341 (-4%)
Value$670.7K (-$21.7K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
INCREASED
Shares7,090 from 7,080
Change+10 (+0%)
Value$652.6K (+$9.8K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares7,051 from 7,289
Change-238 (-3%)
Value$649.0K (-$12.7K)
Filed 2026-10-15
SpringVest Wealth Management LLC
UNCHANGED
Shares6,934 from 6,934
Change0 (0%)
Value$638.3K (+$8.7K)
Filed 2026-10-27
New Wave Wealth Advisors LLC
DECREASED
Shares6,816 from 17,901
Change-11,085 (-62%)
Value$640.4K (-$984.9K)
Filed 2026-10-19
Destiny Wealth Partners, LLC
DECREASED
Shares6,780 from 6,927
Change-147 (-2%)
Value$618.1K (-$10.4K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares6,406 from 6,090
Change+316 (+5%)
Value$589.6K (+$36.8K)
Filed 2026-11-05
Successful Portfolios LLC
INCREASED
Shares6,358 from 6,310
Change+48 (+1%)
Value$594.9K (+$17.4K)
Filed 2026-10-09
Brighton Jones LLC
INCREASED
Shares6,354 from 6,337
Change+17 (+0%)
Value$584.9K (+$9.5K)
Filed 2026-11-03
Sigma Planning Corp
UNCHANGED
Shares6,196 from 6,196
Change0 (0%)
Value$570.4K (+$7.8K)
Filed 2026-10-23
Crumly & Associates Inc.
UNCHANGED
Shares6,186 from 6,186
Change0 (0%)
Value$569.4K (+$7.8K)
Filed 2026-10-07
Bank of New York Mellon Corp
DECREASED
Shares6,168 from 6,245
Change-77 (-1%)
Value$567.8K (+$789)
Filed 2026-11-05
Graetz Wealth LLC
INCREASED
Shares6,166 from 6,151
Change+15 (+0%)
Value$567.6K (+$9.2K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares6,136 from 5,621
Change+515 (+9%)
Value$572.1K (+$67.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,136 from 5,621
Change+515 (+9%)
Value$572.1K (+$67.1K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,041 from 5,907
Change+134 (+2%)
Value$556.1K (+$19.8K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares6,038 from 9,157
Change-3,119 (-34%)
Value$555.8K (-$275.6K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares6,002 from 5,953
Change+49 (+1%)
Value$552.5K (+$12.1K)
Filed 2026-10-22
Post Resch Tallon Group Inc.
INCREASED
Shares5,957 from 4,502
Change+1,455 (+32%)
Value$548.3K (+$139.6K)
Filed 2026-10-09
Integrated Advisors Network LLC
DECREASED
Shares5,951 from 6,124
Change-173 (-3%)
Value$547.8K (-$8.2K)
Filed 2026-10-20
JGP Wealth Management, LLC
NEW
Shares5,907
Change+5,907
Value$543.7K
Filed 2026-10-13
Partnership Wealth Management, LLC
INCREASED
Shares5,677 from 5,421
Change+256 (+5%)
Value$522.5K (+$30.4K)
Filed 2026-10-05
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares5,675 from 5,723
Change-48 (-1%)
Value$522.4K (+$2.8K)
Filed 2026-10-15
Vestia Personal Wealth Advisors
DECREASED
Shares5,648 from 6,130
Change-482 (-8%)
Value$519.9K (-$36.6K)
Filed 2026-10-20
Wiser Wealth Management, Inc
DECREASED
Shares5,599 from 5,784
Change-185 (-3%)
Value$515.4K (-$9.7K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
DECREASED
Shares5,578 from 5,580
Change-2 (0%)
Value$513.5K (+$6.8K)
Filed 2026-11-04
Apella Capital, LLC
NEW
Shares5,547
Change+5,547
Value$520.4K
Filed 2026-10-08
Patten Group, Inc.
DECREASED
Shares5,444 from 5,449
Change-5 (0%)
Value$501.1K (+$6.4K)
Filed 2026-10-26
Retirement Planning Group, LLC
UNCHANGED
Shares5,421 from 5,421
Change0 (0%)
Value$499.0K (+$6.8K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares5,334 from 5,616
Change-282 (-5%)
Value$491.0K (-$18.9K)
Filed 2026-11-04
Vigilare Wealth Management
DECREASED
Shares5,267 from 5,302
Change-35 (-1%)
Value$484.9K (+$3.5K)
Filed 2026-10-29
Ridgeline Wealth, LLC
DECREASED
Shares5,258 from 5,302
Change-44 (-1%)
Value$494.0K (+$12.6K)
Filed 2026-10-14
Echo Wealth Management, LLC
DECREASED
Shares5,123 from 5,145
Change-22 (0%)
Value$471.6K (+$4.5K)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$465.8K (+$6.4K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares5,032 from 4,977
Change+55 (+1%)
Value$463.2K (+$11.3K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares4,921 from 4,979
Change-58 (-1%)
Value$453.0K (+$935)
Filed 2026-11-02
Rockwood Wealth Management, LLC
UNCHANGED
Shares4,889 from 4,889
Change0 (0%)
Value$450.0K (+$6.2K)
Filed 2026-10-27
Howard Wealth Management, LLC
DECREASED
Shares4,887 from 4,974
Change-87 (-2%)
Value$449.9K (-$1.8K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares4,824 from 4,887
Change-63 (-1%)
Value$444.0K (+$358)
Filed 2026-10-28
BCK Partners, Inc.
DECREASED
Shares4,751 from 4,790
Change-39 (-1%)
Value$437.3K (+$2.4K)
Filed 2026-10-23
Raleigh Capital Management Inc.
DECREASED
Shares4,663 from 4,670
Change-7 (0%)
Value$429.3K (+$5.3K)
Filed 2026-10-28
Accurate Wealth Management, LLC
INCREASED
Shares4,614 from 3,704
Change+910 (+25%)
Value$433.5K (+$94.2K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,560 from 4,560
Change0 (0%)
Value$419.8K (+$5.8K)
Filed 2026-10-21
Focus Financial Network, Inc.
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$418.8K (+$5.7K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares4,531 from 4,034
Change+497 (+12%)
Value$417.1K (+$50.8K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
DECREASED
Shares4,501 from 5,498
Change-997 (-18%)
Value$414.3K (-$84.8K)
Filed 2026-10-14
Beacon Capital Management, LLC
INCREASED
Shares4,475 from 4,464
Change+11 (+0%)
Value$411.9K (+$6.7K)
Filed 2026-10-23
Fusion Capital, LLC
DECREASED
Shares4,460 from 4,681
Change-221 (-5%)
Value$410.6K (-$14.4K)
Filed 2026-10-28
Sherman Wealth Management LLC
DECREASED
Shares4,459 from 4,483
Change-24 (-1%)
Value$410.5K (+$3.4K)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares4,444 from 3,726
Change+718 (+19%)
Value$409.1K (+$70.8K)
Filed 2026-10-22
Attessa Capital LLC
UNCHANGED
Shares4,423 from 4,423
Change0 (0%)
Value$407.1K (+$5.6K)
Filed 2026-10-09
Triumph Capital Management
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$406.3K (+$5.6K)
Filed 2026-10-14
Oak Harvest Investment Services
INCREASED
Shares4,328 from 3,822
Change+506 (+13%)
Value$398.4K (+$51.4K)
Filed 2026-10-20
Trademark Financial Management, LLC
DECREASED
Shares4,312 from 4,654
Change-342 (-7%)
Value$397.0K (-$25.6K)
Filed 2026-10-23
ARQ Wealth Advisors, LLC
DECREASED
Shares4,228 from 4,388
Change-160 (-4%)
Value$389.2K (-$9.1K)
Filed 2026-10-29
Johnson Bixby & Associates, LLC
UNCHANGED
Shares4,223 from 4,223
Change0 (0%)
Value$388.7K (+$5.3K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares4,192 from 4,192
Change0 (0%)
Value$385.9K (+$5.3K)
Filed 2026-10-16
Independence Wealth Advisors, LLC
NEW
Shares4,178
Change+4,178
Value$384.5K
Filed 2026-10-29
Washburn Capital Management, Inc.
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$384.3K (+$5.3K)
Filed 2026-10-19
Unique Wealth, LLC
UNCHANGED
Shares4,127 from 4,127
Change0 (0%)
Value$379.9K (+$5.2K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
DECREASED
Shares4,113 from 4,154
Change-41 (-1%)
Value$378.6K (+$2.1K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED
Shares4,049 from 4,049
Change0 (0%)
Value$372.7K (+$5.1K)
Filed 2026-10-22
Crew Capital Management, Ltd
DECREASED
Shares4,000 from 4,262
Change-262 (-6%)
Value$368.2K (-$18.7K)
Filed 2026-10-28
Balboa Wealth Partners
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$368.2K (+$5.0K)
Filed 2026-10-20
Core Wealth Management, Inc.
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$359.5K (+$4.9K)
Filed 2026-10-22
WBH Advisory Inc
INCREASED
Shares3,896 from 3,890
Change+6 (+0%)
Value$358.7K (+$5.5K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares3,893 from 4,776
Change-883 (-18%)
Value$361.7K (-$72.7K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$351.5K (+$4.8K)
Filed 2026-11-05
Orin Green Financial, LLC
DECREASED
Shares3,816 from 3,913
Change-97 (-2%)
Value$351.3K (-$4.0K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares3,699 from 2,679
Change+1,020 (+38%)
Value$341.6K (+$98.4K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares3,684 from 3,684
Change0 (0%)
Value$339.1K (+$4.6K)
Filed 2026-10-26
Emergent Wealth Advisors, LLC
DECREASED
Shares3,663 from 3,771
Change-108 (-3%)
Value$337.1K (-$5.3K)
Filed 2026-10-09
Richardson Financial Services Inc.
INCREASED
Shares3,653 from 2,444
Change+1,209 (+49%)
Value$336.3K (+$114.4K)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares3,652 from 3,505
Change+147 (+4%)
Value$336.2K (+$17.9K)
Filed 2026-10-22
Omni 360 Wealth, Inc.
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$334.1K (+$4.6K)
Filed 2026-10-13
XY Planning Network, Inc.
DECREASED
Shares3,621 from 3,963
Change-342 (-9%)
Value$333.3K (-$26.5K)
Filed 2026-10-14
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares3,606 from 3,606
Change0 (0%)
Value$331.9K (+$4.5K)
Filed 2026-10-13
Formidable Asset Management, LLC
UNCHANGED
Shares3,597 from 3,597
Change0 (0%)
Value$326.5K (+$42.2K)
Filed 2026-11-03
McNaughton Wealth Management, LLC
INCREASED
Shares3,587 from 3,586
Change+1 (+0%)
Value$330.2K (+$4.6K)
Filed 2026-10-09
Advisor Resource Council
DECREASED
Shares3,574 from 4,251
Change-677 (-16%)
Value$334.6K (-$53.2K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares3,555 from 3,665
Change-110 (-3%)
Value$327.2K (-$5.5K)
Filed 2026-10-22
Brewster Financial Planning LLC
DECREASED
Shares3,554 from 3,764
Change-210 (-6%)
Value$327.1K (-$14.6K)
Filed 2026-10-13
Intelligence Driven Advisers, LLC
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$325.9K (+$4.5K)
Filed 2026-10-09
Aspen Wealth Management LLC
DECREASED
Shares3,502 from 3,531
Change-29 (-1%)
Value$322.4K (+$1.8K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares3,492 from 3,514
Change-22 (-1%)
Value$321.5K (+$2.4K)
Filed 2026-10-08
Ascent Group, LLC
INCREASED
Shares3,457 from 2,481
Change+976 (+39%)
Value$318.2K (+$93.0K)
Filed 2026-10-30
CRA Financial Services, LLC
UNCHANGED
Shares3,439 from 3,439
Change0 (0%)
Value$316.6K (+$4.3K)
Filed 2026-10-16
Range Financial Group LLC
DECREASED
Shares3,415 from 3,567
Change-152 (-4%)
Value$314.3K (-$9.5K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$308.7K (+$7.8K)
Filed 2026-10-15
Buska Wealth Management, LLC
UNCHANGED
Shares3,278 from 3,278
Change0 (0%)
Value$301.7K (+$4.1K)
Filed 2026-10-08
True Private Wealth Advisors
INCREASED
Shares3,271 from 3,268
Change+3 (+0%)
Value$301.2K (+$4.5K)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares3,247 from 2,329
Change+918 (+39%)
Value$298.9K (+$87.4K)
Filed 2026-10-07
Quadcap Wealth Management, LLC
INCREASED
Shares3,187 from 3,184
Change+3 (+0%)
Value$293.3K (+$4.2K)
Filed 2026-11-02
6th Street Advisors, LLC
DECREASED
Shares3,180 from 3,207
Change-27 (-1%)
Value$292.7K (+$1.6K)
Filed 2026-10-14
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares3,177 from 3,177
Change0 (0%)
Value$292.4K (+$2.5K)
Filed 2026-10-19
Legacy Wealth Management, LLC / MS
INCREASED
Shares3,132 from 2,982
Change+150 (+5%)
Value$288.3K (+$17.6K)
Filed 2026-10-30
Balance Wealth Partners LLC
DECREASED
Shares3,097 from 4,222
Change-1,125 (-27%)
Value$285.1K (-$98.2K)
Filed 2026-10-27
Cookson Peirce & Co Inc
INCREASED
Shares3,078 from 2,890
Change+188 (+7%)
Value$283.3K (+$20.9K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares3,071
Change+3,071
Value$282.7K
Filed 2026-10-30
Brooklyn FI, LLC
INCREASED
Shares3,071 from 381
Change+2,690 (+706%)
Value$285.2K (+$250.6K)
Filed 2026-11-05
Richard P Slaughter Associates Inc
DECREASED
Shares3,007 from 3,097
Change-90 (-3%)
Value$276.8K (-$4.4K)
Filed 2026-10-13
Legacy Advisory Services, LLC
DECREASED
Shares2,983 from 3,334
Change-351 (-11%)
Value$274.6K (-$28.1K)
Filed 2026-10-20
SMI Advisory Services, LLC
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$271.8K (+$8.0K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares2,879 from 2,856
Change+23 (+1%)
Value$265.0K (+$5.7K)
Filed 2026-10-23
Colonial River Investments, LLC
DECREASED
Shares2,872 from 3,323
Change-451 (-14%)
Value$264.3K (-$37.3K)
Filed 2026-10-19
Parisi Gray Wealth Management
INCREASED
Shares2,867 from 2,847
Change+20 (+1%)
Value$263.9K (+$5.5K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
INCREASED
Shares2,866 from 2,865
Change+1 (+0%)
Value$263.8K (+$3.7K)
Filed 2026-10-19
Noesis Capital Mangement Corp
UNCHANGED
Shares2,788 from 2,788
Change0 (0%)
Value$256.6K (+$3.5K)
Filed 2026-10-26
Horizon Wealth Management, LLC
UNCHANGED
Shares2,776 from 2,776
Change0 (0%)
Value$255.5K (+$3.5K)
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$253.1K (+$3.5K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$252.4K (+$3.5K)
Filed 2026-11-02
Hoese & Co LLP
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$250.5K (+$3.4K)
Filed 2026-10-21
MBM Wealth Consultants, LLC
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$250.0K (+$3.4K)
Filed 2026-10-20
Plus Group Wealth Advisors LLC
UNCHANGED
Shares2,714 from 2,714
Change0 (0%)
Value$249.9K (+$3.4K)
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares2,700 from 1,435
Change+1,265 (+88%)
Value$248.5K (+$118.2K)
Filed 2026-10-13
Focused Wealth Management, Inc
DECREASED
Shares2,682 from 3,294
Change-612 (-19%)
Value$246.9K (-$52.2K)
Filed 2026-10-30
Luminvest Wealth Management LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$246.7K (+$3.4K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares2,628 from 2,642
Change-14 (-1%)
Value$241.9K (+$2.0K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares2,622 from 2,615
Change+7 (+0%)
Value$241 (+$4)
Filed 2026-10-02
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$240.7K (+$3.3K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares2,599 from 3,951
Change-1,352 (-34%)
Value$239.2K (-$119.4K)
Filed 2026-10-23
Angeles Wealth Management, LLC
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$237.1K (+$3.2K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares2,573 from 3,496
Change-923 (-26%)
Value$236.8K (-$80.6K)
Filed 2026-10-27
Quarry Hill Advisors, LLC
UNCHANGED
Shares2,545 from 2,545
Change0 (0%)
Value$234.3K (+$3.2K)
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares2,526 from 2,542
Change-16 (-1%)
Value$232.5K (+$1.7K)
Filed 2026-10-27
Plancorp, LLC
NEW
Shares2,475
Change+2,475
Value$226.5K
Filed 2026-11-03
Outlook Wealth Advisors, LLC
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$227.5K (+$3.1K)
Filed 2026-10-28
Alchemi Wealth, LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$226.9K (+$3.1K)
Filed 2026-11-04
Csenge Advisory Group
NEW
Shares2,386
Change+2,386
Value$219.6K
Filed 2026-11-04
CWA Asset Management Group, LLC
NEW
Shares2,350
Change+2,350
Value$216.3K
Filed 2026-10-19
Hunter Associates Investment Management LLC
DECREASED
Shares2,342 from 2,522
Change-180 (-7%)
Value$212 (-$228.8K)
Filed 2026-10-26
Fourpath Capital Management, LLC
DECREASED
Shares2,328 from 2,341
Change-13 (-1%)
Value$214.3K (+$1.8K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
NEW
Shares2,309
Change+2,309
Value$212.5K
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares2,298 from 2,298
Change0 (0%)
Value$211.5K (+$2.9K)
Filed 2026-10-08
Wesbanco Bank Inc
DECREASED
Shares2,294 from 5,339
Change-3,045 (-57%)
Value$211.2K (-$273.6K)
Filed 2026-11-04
4Wealth Advisors, Inc.
NEW
Shares2,252
Change+2,252
Value$207.9K
Filed 2026-10-13
KPP Advisory Services LLC
INCREASED
Shares2,252 from 2,250
Change+2 (+0%)
Value$207.3K (+$3.0K)
Filed 2026-10-26
Acropolis Investment Management, LLC
UNCHANGED
Shares2,226 from 2,226
Change0 (0%)
Value$204.9K (+$2.8K)
Filed 2026-10-08
Zenith Solutions, Inc.
NEW
Shares2,207
Change+2,207
Value$203.1K
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares2,152 from 648
Change+1,504 (+232%)
Value$198.1K (+$139.3K)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares2,055 from 1,525
Change+530 (+35%)
Value$189.2K (+$50.7K)
Filed 2026-11-05
Sherman Asset Management, Inc.
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$181.6K (+$2.5K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$166.9K (+$2.3K)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$148.7K (+$2.0K)
Filed 2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$140.7K (+$1.9K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares1,518 from 1,369
Change+149 (+11%)
Value$139.7K (+$15.5K)
Filed 2026-10-29
Mather Group, Llc.
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$133.1K (+$1.8K)
Filed 2026-10-14
Tompkins Financial Corp
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$128.7K (+$1.8K)
Filed 2026-10-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$102.4K (+$1.4K)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares977
Change+977
Value$89.9K
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$89.8K (+$1.2K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$84.2K (+$1.2K)
Filed 2026-10-07
Quest 10 Wealth Builders, Inc.
DECREASED
Shares870 from 877
Change-7 (-1%)
Value$80.1K (+$461)
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares821 from 875
Change-54 (-6%)
Value$75.6K (-$3.9K)
Filed 2026-10-28
North Star Investment Management Corp.
INCREASED
Shares789 from 787
Change+2 (+0%)
Value$72.6K (+$1.2K)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares741 from 740
Change+1 (+0%)
Value$68.2K (+$1.0K)
Filed 2026-10-15
Entrust Financial LLC
NEW
Shares677
Change+677
Value$62.3K
Filed 2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$61.6K (+$842)
Filed 2026-10-26
Global Trust Asset Management, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$57.9K (+$792)
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$55.0K (+$754)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares590 from 549
Change+41 (+7%)
Value$54.3K (+$4.5K)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$50.8K (+$696)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares524 from 573
Change-49 (-9%)
Value$48.3K (-$3.8K)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$46.2K (+$632)
Filed 2026-10-08
First Pacific Financial
INCREASED
Shares500 from 498
Change+2 (+0%)
Value$46.0K (+$751)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$46.0K (+$630)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares496 from 494
Change+2 (+0%)
Value$45.6K (+$745)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$44.5K (+$609)
Filed 2026-10-15
Essential Investment Partners LLC
DECREASED
Shares480 from 598
Change-118 (-20%)
Value$44.2K (-$10.1K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares461 from 348
Change+113 (+32%)
Value$42.5K (+$10.9K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares392 from 101
Change+291 (+288%)
Value$36.1K (+$26.9K)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares344
Change+344
Value$31.6K
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$31.2K (+$427)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$30.5K (+$418)
Filed 2026-10-09
GGM Financial LLC
INCREASED
Shares327 from 326
Change+1 (+0%)
Value$30.1K (+$491)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares324 from 180
Change+144 (+80%)
Value$29.9K (+$13.6K)
Filed 2026-10-16
North Point Portfolio Managers Corp
NEW
Shares300
Change+300
Value$27.6K
Filed 2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$26.6K (+$364)
Filed 2026-10-22
Phillip James Consulting Co.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$25.8K (+$353)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares279 from 22
Change+257 (+1168%)
Value$25.7K (+$23.7K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$24.9K (+$341)
Filed 2026-10-26
Register Financial Advisors LLC
NEW
Shares263
Change+263
Value$24.2K
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED
Shares239 from 151
Change+88 (+58%)
Value$22.0K (+$8.3K)
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$21.3K (+$291)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares229
Change+229
Value$21.1K
Filed 2026-11-03
Compass Wealth Management LLC
NEW
Shares213
Change+213
Value$19.6K
Filed 2026-10-22
Financial Consulate, Inc
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$17.9K (+$244)
Filed 2026-10-23
Sfam, LLC
NEW
Shares171
Change+171
Value$15.7K
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$14 ($0)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.8K (+$189)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares146
Change+146
Value$13
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$12.8K (+$175)
Filed 2026-10-15
KFG LLC
NEW
Shares134
Change+134
Value$12.3K
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$11.0K (+$150)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$10.0K (+$276)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$9.8K (+$150)
Filed 2026-10-26
Tower View Wealth Management LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$9.4K (+$154)
Filed 2026-10-23
Sima Wealth Partners, LLC
NEW
Shares74
Change+74
Value$6.8K
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
INCREASED
Shares70 from 69
Change+1 (+1%)
Value$6.4K (+$105)
Filed 2026-10-23
GoalVest Advisory LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.4K (+$89)
Filed 2026-10-02
Latitude Advisors, LLC
NEW
Shares69
Change+69
Value$6.4K
Filed 2026-10-27
Networth Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.3K (+$87)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.1K (+$70)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.6K (+$63)
Filed 2026-10-16
1620 Investment Advisors, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (+$38)
Filed 2026-11-04
Nemes Rush Group LLC
NEW
Shares23
Change+23
Value$2.1K
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares21 from 13,791
Change-13,770 (-100%)
Value$1.9K (-$1.3M)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (+$18)
Filed 2026-10-22
Advocate Investing Services LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$644 (+$8)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$552 (+$7)
Filed 2026-10-16
Financial Management Professionals, Inc.
CLOSED
Shares0 from 123,385
Change-123,385 (-100%)
Value$0 (-$11.2M)
Filed 2026-10-23
WBI Investments, LLC
CLOSED
Shares0 from 53,698
Change-53,698 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
World Equity Group, Inc.
CLOSED
Shares0 from 20,808
Change-20,808 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-14
DLK Investment Management, LLC
CLOSED
Shares0 from 9,962
Change-9,962 (-100%)
Value$0 (-$661.0K)
Filed 2026-10-09
RDA Financial Network
CLOSED
Shares0 from 5,854
Change-5,854 (-100%)
Value$0 (-$531.5K)
Filed 2026-10-15
Kestra Investment Management, LLC
CLOSED
Shares0 from 3,343
Change-3,343 (-100%)
Value$0 (-$303.5K)
Filed 2026-11-04
NovaPoint Capital, LLC
CLOSED
Shares0 from 2,675
Change-2,675 (-100%)
Value$0 (-$242.9K)
Filed 2026-10-22
DMC Group, LLC
CLOSED
Shares0 from 2,624
Change-2,624 (-100%)
Value$0 (-$238.2K)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 2,353
Change-2,353 (-100%)
Value$0 (-$213.7K)
Filed 2026-11-04
Atala Financial Inc
CLOSED
Shares0 from 1,682
Change-1,682 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-22
Tucker Asset Management LLC
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$128.8K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$82.2K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$52.3K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-28
Blue Trust, Inc.
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-27
Mosley Wealth Management
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$866.9K (+$119.5K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 8,300,927
Change-8,300,927 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,961,564
Change-2,961,564 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,938,215
Change-2,938,215 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,629,977
Change-2,629,977 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,568,833
Change-1,568,833 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,540,424
Change-1,540,424 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,498,663
Change-1,498,663 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 1,143,398
Change-1,143,398 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,129,081
Change-1,129,081 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,047,443
Change-1,047,443 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,030,968
Change-1,030,968 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 999,405
Change-999,405 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 913,019
Change-913,019 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 904,261
Change-904,261 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 866,474
Change-866,474 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 779,808
Change-779,808 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 766,306
Change-766,306 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 733,767
Change-733,767 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 689,429
Change-689,429 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 679,939
Change-679,939 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 657,860
Change-657,860 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 632,610
Change-632,610 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 616,164
Change-616,164 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 597,158
Change-597,158 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 586,138
Change-586,138 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 491,233
Change-491,233 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 483,994
Change-483,994 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 476,001
Change-476,001 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 472,621
Change-472,621 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 449,566
Change-449,566 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 448,617
Change-448,617 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 427,094
Change-427,094 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 400,456
Change-400,456 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 393,156
Change-393,156 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 387,596
Change-387,596 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 364,366
Change-364,366 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 329,144
Change-329,144 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 312,542
Change-312,542 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 301,764
Change-301,764 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 284,191
Change-284,191 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 272,566
Change-272,566 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 257,479
Change-257,479 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 252,181
Change-252,181 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 235,676
Change-235,676 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 227,132
Change-227,132 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 223,805
Change-223,805 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 216,002
Change-216,002 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 210,645
Change-210,645 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 206,069
Change-206,069 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 203,501
Change-203,501 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 200,381
Change-200,381 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 178,323
Change-178,323 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 176,855
Change-176,855 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 176,685
Change-176,685 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 172,651
Change-172,651 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 171,960
Change-171,960 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 166,409
Change-166,409 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 164,702
Change-164,702 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 163,353
Change-163,353 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 158,282
Change-158,282 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 157,428
Change-157,428 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 156,894
Change-156,894 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 153,512
Change-153,512 (-100%)
Value—
UBS Group AG
N/A
Shares— from 151,689
Change-151,689 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 149,860
Change-149,860 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 145,538
Change-145,538 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 144,332
Change-144,332 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 132,501
Change-132,501 (-100%)
Value—
FMR LLC
N/A
Shares— from 123,080
Change-123,080 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 122,347
Change-122,347 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 120,501
Change-120,501 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 109,406
Change-109,406 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 103,283
Change-103,283 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 101,452
Change-101,452 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 98,799
Change-98,799 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 94,316
Change-94,316 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 91,578
Change-91,578 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 84,925
Change-84,925 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 84,875
Change-84,875 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 82,206
Change-82,206 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 78,802
Change-78,802 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 76,571
Change-76,571 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 74,761
Change-74,761 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 73,659
Change-73,659 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 71,053
Change-71,053 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 67,817
Change-67,817 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 67,178
Change-67,178 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 67,132
Change-67,132 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 66,631
Change-66,631 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 66,137
Change-66,137 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 66,065
Change-66,065 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 62,504
Change-62,504 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 62,178
Change-62,178 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,165
Change-59,165 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 58,851
Change-58,851 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,805
Change-58,805 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 58,219
Change-58,219 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 58,100
Change-58,100 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 57,567
Change-57,567 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 56,993
Change-56,993 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 56,318
Change-56,318 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 55,776
Change-55,776 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 55,273
Change-55,273 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 52,480
Change-52,480 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 50,840
Change-50,840 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 49,678
Change-49,678 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 48,592
Change-48,592 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,524
Change-48,524 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 47,479
Change-47,479 (-100%)
Value—
Betterment LLC
N/A
Shares— from 46,076
Change-46,076 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 45,714
Change-45,714 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44,296
Change-44,296 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,421
Change-43,421 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 42,165
Change-42,165 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 42,092
Change-42,092 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 42,017
Change-42,017 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 41,811
Change-41,811 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 41,532
Change-41,532 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 41,272
Change-41,272 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 40,802
Change-40,802 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 39,499
Change-39,499 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 38,875
Change-38,875 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 38,276
Change-38,276 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 36,711
Change-36,711 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 36,635
Change-36,635 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 33,832
Change-33,832 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 33,760
Change-33,760 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 33,400
Change-33,400 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 33,050
Change-33,050 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 32,342
Change-32,342 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 32,222
Change-32,222 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,113
Change-32,113 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 32,041
Change-32,041 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 31,671
Change-31,671 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 31,501
Change-31,501 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 31,434
Change-31,434 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 29,034
Change-29,034 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 28,456
Change-28,456 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 27,652
Change-27,652 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 27,264
Change-27,264 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 26,460
Change-26,460 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,319
Change-26,319 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 24,523
Change-24,523 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 24,239
Change-24,239 (-100%)
Value—
&partners
N/A
Shares— from 24,167
Change-24,167 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 24,166
Change-24,166 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 23,648
Change-23,648 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 23,421
Change-23,421 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 23,412
Change-23,412 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 22,967
Change-22,967 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 22,694
Change-22,694 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 22,520
Change-22,520 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 21,240
Change-21,240 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 21,100
Change-21,100 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 20,625
Change-20,625 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 20,475
Change-20,475 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 20,110
Change-20,110 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 19,863
Change-19,863 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 18,855
Change-18,855 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 18,329
Change-18,329 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 18,101
Change-18,101 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,975
Change-17,975 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,213
Change-17,213 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,132
Change-17,132 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,992
Change-16,992 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 16,868
Change-16,868 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 16,726
Change-16,726 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 16,679
Change-16,679 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 15,681
Change-15,681 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 15,573
Change-15,573 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 15,355
Change-15,355 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,073
Change-15,073 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,986
Change-14,986 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 14,545
Change-14,545 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 14,328
Change-14,328 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 14,019
Change-14,019 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 13,842
Change-13,842 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,059
Change-13,059 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 12,562
Change-12,562 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 11,782
Change-11,782 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 11,038
Change-11,038 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,699
Change-10,699 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 10,275
Change-10,275 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,235
Change-10,235 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,059
Change-10,059 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,788
Change-9,788 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,182
Change-9,182 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 8,727
Change-8,727 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 8,675
Change-8,675 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,978
Change-6,978 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 6,561
Change-6,561 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,052
Change-5,052 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,773
Change-4,773 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 970
Change-970 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 870
Change-870 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 815
Change-815 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 262
Change-262 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 128
Change-128 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 115
Change-115 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 107
Change-107 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Assetmark, Inc
INCREASED7,961,9285,507,994+2,453,934+45%$500.1M$732.9M+$232.8M2026-10-21
Creative Planning
INCREASED4,276,9564,244,480+32,476+1%$385.4M$393.7M+$8.3M2026-11-02
Wealthcare Advisory Partners LLC
DECREASED2,458,1942,508,062-49,868-2%$227.7M$226.3M-$1.4M2026-10-21
Professional Financial Advisors, LLC
DECREASED1,881,1682,244,068-362,900-16%$203.7M$173.2M-$30.6M2026-10-13
Hughes Financial Services, LLC
INCREASED1,796,0001,730,399+65,601+4%$157.1M$167.3M+$10.2M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED1,436,1481,430,952+5,196+0%$131.1M$134.2M+$3.1M2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED1,335,2251,360,734-25,509-2%$123.5M$122.9M-$633.6K2026-10-13
Blueprint Investment Partners LLC
INCREASED1,082,347879,321+203,026+23%$79.8M$99.6M+$19.8M2026-10-28
ARS Wealth Advisors Group, LLC
DECREASED1,014,6921,018,751-4,0590%$92.5M$93.4M+$910.0K2026-10-16
Rosenberg Matthew Hamilton
INCREASED897,808858,575+39,233+5%$78.0M$82.6M+$4.7M2026-10-05
Voisard Asset Management Group, Inc.
INCREASED873,991868,980+5,011+1%$78.9M$80.5M+$1.6M2026-10-13
B.O.S.S. Retirement Advisors, LLC
INCREASED836,900796,314+40,586+5%$72.3M$77.0M+$4.7M2026-10-26
Shepherd Financial Partners LLC
INCREASED779,276765,384+13,892+2%$69.5M$71.7M+$2.2M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED746,884752,931-6,047-1%$68.4M$68.8K-$68.3M2026-11-02
Weitzel Financial Services, Inc.
INCREASED690,842684,063+6,779+1%$61.8M$64.2M+$2.5M2026-10-16
Legacy Private Trust Co.
DECREASED613,626626,685-13,059-2%$56.9M$56.5M-$412.5K2026-10-06
State of Michigan Retirement System
UNCHANGED565,479565,47900%$51.3M$52.1M+$712.5K2026-10-27
Blueprint Financial Advisors LLC
INCREASED520,715473,446+47,269+10%$43.0M$47.9M+$4.9M2026-10-28
Symphony Financial, Ltd. Co.
DECREASED493,328495,226-1,8980%$44.6M$45.7M+$1.1M2026-10-22
Winthrop Advisory Group LLC
INCREASED470,147462,176+7,971+2%$42.0M$43.3M+$1.3M2026-10-22
Aquire Wealth Advisors, LLC
DECREASED453,027466,911-13,884-3%$42.4M$41.7M-$689.8K2026-10-23
Park Avenue Securities LLC
DECREASED416,369417,513-1,1440%$37.9M$38.3K-$37.9M2026-10-26
Woodard & Co Asset Management Group Inc
DECREASED412,985420,062-7,077-2%$38.1M$38.0M-$122.1K2026-11-03
Owl Creek Wealth Partners LLC
INCREASED412,556392,903+19,653+5%$35.7M$38.0M+$2.3M2026-10-20
Treasure Coast Financial Planning
DECREASED400,914415,958-15,044-4%$37.8M$36.9M-$860.7K2026-11-03
Jacobi Capital Management LLC
INCREASED377,251372,511+4,740+1%$33.8M$34.7M+$905.7K2026-11-05
Rinkey Investments
DECREASED358,616363,352-4,736-1%$33.0M$33.0M+$21.9K2026-10-28
Boston Standard Wealth Management, LLC
INCREASED349,333339,708+9,625+3%$30.9M$32.2M+$1.3M2026-10-07
RFG Advisory, LLC
INCREASED329,106316,100+13,006+4%$28.7M$30.3M+$1.6M2026-11-03
Financial Planning Fort Collins, LLC
INCREASED304,495301,484+3,011+1%$27.5M$28.0M+$515.3K2026-10-16
Navigation Group, LLC
DECREASED300,606308,575-7,969-3%$28.0M$27.7M-$344.7K2026-10-28
Dorval Corp
INCREASED299,528294,987+4,541+2%$26.8M$27.6M+$789.7K2026-10-29
RVW Wealth, LLC
DECREASED297,605304,009-6,404-2%$27.6M$27.4M-$206.4K2026-10-06
Fox Financial, Inc
DECREASED296,648301,615-4,967-2%$27.4M$27.3M-$77.2K2026-10-29
BIP Wealth, LLC
DECREASED280,956282,526-1,570-1%$25.7M$25.9M+$211.4K2026-10-22
James T. Borello RIA
DECREASED277,223280,281-3,058-1%$25.4M$25.5M+$71.7K2026-10-16
SigFig Wealth Management, LLC
DECREASED271,829281,572-9,743-3%$25.4M$25.0M-$361.9K2026-10-07
Beacon Capital Management, Inc.
DECREASED262,626263,803-1,1770%$24.0M$24.2M+$224.1K2026-10-13
Spartan Planning & Wealth Management
INCREASED259,652166,207+93,445+56%$15.1M$23.9M+$8.8M2026-10-13
Compass Financial Group, Inc
DECREASED237,034237,330-2960%$21.5M$21.8M+$271.9K2026-10-13
Annex Advisory Services, LLC
DECREASED236,954239,129-2,175-1%$21.7M$21.8M+$101.1K2026-10-16
Parallel Advisors, LLC
DECREASED214,344221,137-6,793-3%$20.1M$19.7M-$346.7K2026-11-03
Mueller Wealth, LLC
INCREASED212,140202,687+9,453+5%$18.4M$19.5M+$1.1M2026-11-05
HBW Advisory Services LLC
INCREASED207,416206,830+586+0%$18.8M$19.1M+$314.6K2026-10-15
Bensler, LLC
INCREASED190,270175,956+14,314+8%$16.0M$17.5M+$1.5M2026-11-05
Atlas Private Wealth Advisors
INCREASED187,850186,239+1,611+1%$16.9M$17.3M+$383.0K2026-10-23
Wall Capital Group, Inc.
DECREASED182,087245,135-63,048-26%$22.3M$16.8M-$5.5M2026-10-14
AlphaCore Capital LLC
DECREASED179,729184,204-4,475-2%$16.7M$16.5M-$179.8K2026-11-04
Cabot Wealth Management Inc
INCREASED174,712171,433+3,279+2%$15.6M$16.1M+$517.8K2026-11-05
Facet Wealth, Inc.
DECREASED171,680181,997-10,317-6%$16.5M$15.8M-$720.4K2026-11-04
Ervin Investment Management, LLC
INCREASED169,686168,556+1,130+1%$15.3M$15.6M+$316.4K2026-10-23
Lido Advisors, LLC
INCREASED159,538154,171+5,367+3%$14.0M$14.7M+$688.4K2026-11-04
R. W. Roge & Company, Inc.
NEW158,128—+158,128——$14.6K—2026-11-04
Royal Harbor Partners, LLC
INCREASED157,139156,855+284+0%$14.2M$14.5M+$223.8K2026-10-29
Breakwater Investment Management
INCREASED156,111114,601+41,510+36%$10.4M$14.4M+$4.0M2026-10-20
Farther Finance Advisors, LLC
DECREASED150,094156,075-5,981-4%$14.2M$13.8M-$353.9K2026-10-08
XML Financial, LLC
DECREASED148,682155,578-6,896-4%$14.1M$13.7M-$438.7K2026-10-29
Eclectic Associates Inc
INCREASED143,024142,793+231+0%$13.0M$13.2M+$201.2K2026-10-09
Sentinel Pension Advisors, LLC
DECREASED136,416136,870-4540%$12.4M$12.6M+$199.1K2026-11-02
Evensky & Katz LLC
DECREASED135,213136,729-1,516-1%$12.4M$12.4K-$12.4M2026-10-27
G&S Capital LLC
DECREASED133,460138,684-5,224-4%$12.6M$12.3M-$306.1K2026-10-23
Commonwealth Equity Services, LLC
DECREASED131,936134,479-2,543-2%$12.2M$12.1M-$64.6K2026-11-02
R2 Capital Strategies, LLC
INCREASED129,863129,416+447+0%$11.7M$12.0M+$204.2K2026-10-15
Iron Financial LLC
INCREASED127,472127,201+271+0%$11.5M$11.7M+$185.2K2026-10-23
Investors Research Corp
DECREASED127,175128,022-847-1%$11.6M$11.7M+$83.3K2026-10-07
Balentine LLC
INCREASED124,831124,550+281+0%$11.3M$11.5M+$182.8K2026-11-03
Freedom Day Solutions, LLC
DECREASED122,695123,130-4350%$11.2M$11.3M+$115.1K2026-10-20
Redwood Financial Network Corp
DECREASED121,851127,459-5,608-4%$11.6M$11.2M-$355.6K2026-11-03
Independent Financial Group, LLC
INCREASED120,873119,895+978+1%$10.9M$11.1M+$241.1K2026-10-13
Summit Investment Advisory Services, LLC
INCREASED117,053115,622+1,431+1%$10.5M$10.8M+$277.4K2026-11-03
Beacon Financial Group
DECREASED115,368116,743-1,375-1%$10.6M$10.6M+$20.5K2026-10-19
Balefire, LLC
DECREASED113,283132,332-19,049-14%$12.0M$10.4M-$1.6M2026-10-09
Exchange Traded Concepts, LLC
DECREASED107,086111,749-4,663-4%$10.1M$9.9M-$288.4K2026-10-28
Isthmus Partners, LLC
INCREASED103,04799,917+3,130+3%$9.1M$9.5M+$414.0K2026-10-21
Cascade Investment Group, Inc.
DECREASED99,991100,079-880%$9.1M$9.2M+$118.0K2026-10-13
Cannon Financial Strategists, Inc.
INCREASED96,58196,238+343+0%$8.7M$8.9M+$152.9K2026-10-19
VestGen Advisors, LLC
DECREASED94,887100,956-6,069-6%$9.2M$8.7M-$431.4K2026-10-27
Tempus Wealth Planning, LLC
DECREASED94,88395,564-681-1%$8.7M$8.7M+$57.7K2026-10-14
Private Wealth Group, LLC
INCREASED93,39983,185+10,214+12%$7.6M$8.6M+$1.0M2026-10-19
Wealth Alliance Advisory Group, LLC
INCREASED86,15183,440+2,711+3%$7.6M$7.9M+$354.7K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED85,59385,114+479+1%$7.7M$7.9M+$151.3K2026-11-03
True Blue Financial, LLC
DECREASED84,32786,731-2,404-3%$7.9M$7.8M-$112.0K2026-10-15
Sheets Smith Wealth Management
INCREASED83,68477,837+5,847+8%$7.1M$7.7M+$636.3K2026-10-16
SFG Wealth Management, Llc.
DECREASED82,98183,314-3330%$7.6M$7.6M+$74.3K2026-10-23
Flagship Harbor Advisors, LLC
INCREASED81,97680,789+1,187+1%$7.3M$7.5M+$211.1K2026-10-26
Vise Technologies, Inc.
INCREASED80,33278,923+1,409+2%$7.2M$7.4M+$229.2K2026-10-29
Kestra Advisory Services, LLC
INCREASED80,26175,366+4,895+6%$6.8M$7.4M+$545.5K2026-11-02
Aerodigm Wealth, LLC
DECREASED79,68680,005-3190%$7.3M$7.3M+$71.4K2026-10-16
Atria Investments, Inc
DECREASED78,57389,364-10,791-12%$8.1M$7.2M-$880.7K2026-10-15
Brady Martz Wealth Solutions, LLC
UNCHANGED76,07676,07600%$6.9M$7.0M+$95.9K2026-11-05
Ethic Inc.
INCREASED72,40123,889+48,512+203%$2.2M$6.7M+$4.5M2026-11-03
Integrated Capital Management, Inc.
DECREASED70,12077,316-7,196-9%$7.0M$6.5M-$565.0K2026-10-09
Trinity Wealth Management, LLC
INCREASED69,91967,829+2,090+3%$6.2M$6.4M+$277.8K2026-10-13
Apeiron RIA LLC
INCREASED68,85166,182+2,669+4%$6.0M$6.4M+$345.6K2026-10-08
Values Added Financial LLC
DECREASED67,75267,978-2260%$6.2M$6.2M+$64.8K2026-10-28
LVM Capital Management LTD
DECREASED66,12266,672-550-1%$6.1K$6.1M+$6.1M2026-10-20
CGN Advisors LLC
INCREASED60,49160,445+46+0%$5.5M$5.6M+$80.4K2026-10-21
Avior Wealth Management, LLC
UNCHANGED59,24759,24700%$5.4M$5.5M+$74.7K2026-10-13
TKG Advisors, LLC
INCREASED59,11059,058+52+0%$5.4M$5.4M+$79.2K2026-11-02
Larson Financial Group LLC
INCREASED53,92851,998+1,930+4%$4.7M$5.0M+$243.2K2026-11-05
Dagco, Inc.
INCREASED52,55551,634+921+2%$4.7M$4.8M+$149.8K2026-10-20
Beam Wealth Advisors, Inc.
INCREASED52,53151,589+942+2%$4.7M$4.8M+$151.7K2026-11-03
Andrews Advisory Associates, LLC
DECREASED52,40057,837-5,437-9%$5.3M$4.8M-$427.6K2026-10-15
Investment Planning Advisors, Inc.
INCREASED49,91548,323+1,592+3%$4.4M$4.6M+$207.3K2026-10-14
Advisor OS, LLC
INCREASED49,84049,345+495+1%$4.5M$4.6M+$107.8K2026-11-03
Tennessee Valley Asset Management Partners
INCREASED47,62046,422+1,198+3%$4.2M$4.4M+$168.8K2026-11-03
Financial Solutions Advisory Group, Inc.
UNCHANGED46,87646,87600%$4.3M$4.3M+$45.0K2026-10-28
Wealth Advisory Solutions, LLC
DECREASED45,54246,407-865-2%$4.2M$4.2M-$21.2K2026-10-20
Fullerton Advisors, LLC
DECREASED44,52646,255-1,729-4%$4.2M$4.1M-$100.9K2026-10-14
Claro Advisors Inc.
INCREASED37,71237,673+39+0%$3.4M$3.5M+$51.1K2026-11-02
KWB Wealth
DECREASED35,96536,511-546-1%$3.3M$3.3M-$4.2K2026-10-16
Twelve Points Wealth Management LLC
INCREASED35,93735,439+498+1%$3.2M$3.3M+$71.1K2026-11-03
Petersen Hastings Wealth Advisors Inc.
DECREASED34,50134,783-282-1%$3.2M$3.2M+$17.9K2026-10-27
Altus Wealth Group LLC
DECREASED31,86832,133-265-1%$2.9M$2.9M+$16.1K2026-10-20
Praetorian Wealth Management, Inc.
DECREASED31,27541,914-10,639-25%$3.8M$2.9M-$926.5K2026-10-16
Westside Investment Management, Inc.
DECREASED29,43029,873-443-1%$2.7M$2.7M-$3.1K2026-11-02
Red Mountain Financial, LLC
INCREASED29,30328,370+933+3%$2.6M$2.7M+$121.6K2026-11-03
Moneco Advisors, LLC
INCREASED29,09122,122+6,969+32%$2.0M$2.7M+$669.3K2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED28,81428,262+552+2%$2.6M$2.7M+$86.5K2026-11-02
Bernardo Wealth Planning LLC
INCREASED28,00614,160+13,846+98%$1.3M$2.6M+$1.3M2026-10-23
Paulson Wealth Management Inc.
INCREASED27,51114,399+13,112+91%$1.3M$2.5M+$1.2M2026-11-02
Truist Financial Corp
INCREASED27,37826,974+404+2%$2.4M$2.5M+$71.1K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED27,18826,346+842+3%$2.4M$2.5M+$110.6K2026-10-14
Northwest Wealth Management, LLC
DECREASED27,07527,412-337-1%$2.5M$2.5M+$3.5K2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED27,04728,696-1,649-6%$2.6M$2.5M-$115.6K2026-11-02
LJI Wealth Management, LLC
INCREASED25,80425,721+83+0%$2.3M$2.4M+$40.1K2026-10-28
Center For Asset Management LLC
INCREASED25,69718,957+6,740+36%$1.7M$2.4M+$644.4K2026-10-16
Perigon Wealth Management, LLC
DECREASED25,61326,598-985-4%$2.4M$2.4M-$57.2K2026-10-22
Wealthcare Capital Management LLC
INCREASED25,58924,870+719+3%$2.3M$2.4M+$97.5K2026-10-21
LexAurum Advisors, LLC
DECREASED25,50525,510-50%$2.3M$2.3M+$31.7K2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED24,85724,615+242+1%$2.2M$2.3M+$53.3K2026-11-04
Chicago Partners Investment Group LLC
DECREASED24,62625,032-406-2%$2.2M$2.3M+$17.2K2026-10-27
Convergence Financial, LLC
NEW24,621—+24,621——$2.3M—2026-10-27
Jacksonville Wealth Management, LLC
DECREASED24,58425,730-1,146-4%$2.3M$2.3M-$73.1K2026-10-30
Daymark Wealth Partners, LLC
INCREASED24,52222,891+1,631+7%$2.1M$2.3M+$179.0K2026-11-04
WealthPlan Investment Management, LLC
DECREASED24,48626,170-1,684-6%$2.4M$2.3M-$122.0K2026-10-15
Flagstone Financial Management
DECREASED24,14625,023-877-3%$2.3M$2.2M-$49.2K2026-11-05
Equita Financial Network, Inc.
DECREASED24,13224,232-1000%$2.2M$2.2M+$21.3K2026-10-19
Stevens Capital Partners
DECREASED23,78223,909-127-1%$2.2M$2.2M+$18.5K2026-10-29
Decker Wealth Management LLC
INCREASED23,66322,934+729+3%$2.1M$2.2M+$96.0K2026-10-09
Sharper & Granite LLC
INCREASED23,58622,969+617+3%$2.1M$1.9M-$220.6K2026-11-02
JFS Wealth Advisors, LLC
DECREASED23,19623,263-670%$2.1M$2.1M+$23.2K2026-11-03
Semitam Bonam LLC
DECREASED21,50721,583-760%$2.0M$2.0M+$20.3K2026-10-27
Novem Group
DECREASED20,22721,499-1,272-6%$2.0M$1.9M-$90.0K2026-10-19
Matauro, LLC
DECREASED19,91822,522-2,604-12%$2.0M$1.8M-$211.3K2026-11-03
Private Trust Co NA
INCREASED19,83619,496+340+2%$1.8M$1.8M+$55.9K2026-10-20
Wrenne Financial Planning LLC
INCREASED19,80719,786+21+0%$1.8M$1.8M+$27.0K2026-10-30
Trilogy Capital Inc.
DECREASED19,70220,825-1,123-5%$1.9M$1.8M-$77.1K2026-10-20
Procyon Advisors, LLC
INCREASED19,67919,660+19+0%$1.8M$1.8M+$26.5K2026-10-21
Towercrest Capital Management
DECREASED19,54620,742-1,196-6%$1.9M$1.8M-$84.0K2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED19,48221,500-2,018-9%$2.0M$1.8M-$158.6K2026-10-06
Root Financial Partners, LLC
DECREASED19,22819,437-209-1%$1.8M$1.8M+$5.3K2026-10-21
Strategic Blueprint, LLC
INCREASED18,97718,973+4+0%$1.7M$1.7M+$24.3K2026-10-22
FMA Wealth Management, LLC
DECREASED18,95618,990-340%$1.7M$1.7M+$20.8K2026-10-21
TFB Advisors LLC
INCREASED18,81112,389+6,422+52%$1.1M$1.7M+$606.8K2026-11-02
Axxcess Wealth Management, LLC
DECREASED18,74519,262-517-3%$1.7M$1.7M-$23.3K2026-10-21
HMV Wealth Advisors, LLC
INCREASED18,56018,425+135+1%$1.7M$1.7M+$35.6K2026-10-27
Peterson Wealth Advisors, LLC
DECREASED18,28918,655-366-2%$1.7M$1.7M-$10.2K2026-10-08
Climber Capital SA
UNCHANGED18,16018,16000%$1.6M$1.6M-$60.5K2026-10-20
Insight Advisors, LLC/ PA
INCREASED18,02317,427+596+3%$1.6M$1.7M+$76.8K2026-10-22
Wealthcare Capital Partners, LLC
DECREASED17,62217,991-369-2%$1.6M$1.6M-$11.3K2026-10-21
HUB Investment Partners, LLC
INCREASED17,46517,385+80+0%$1.6M$1.6M+$29.3K2026-11-03
Telos Capital Management, Inc.
DECREASED17,44417,759-315-2%$1.6M$1.6M-$6.6K2026-11-02
Glenview Trust Co
UNCHANGED17,29317,29300%$1.6M$1.6M+$21.8K2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED17,22717,192+35+0%$1.6M$1.6M+$24.9K2026-10-08
McClarren Financial Advisors, Inc.
DECREASED17,12618,014-888-5%$1.6M$1.6M-$59.0K2026-10-15
Stewardship Advisors, LLC
DECREASED16,78717,337-550-3%$1.6M$1.5M-$28.8K2026-10-20
Omnitrust Wealth Management, Inc
NEW16,779—+16,779——$1.5M—2026-11-02
Virtue Capital Management, LLC
DECREASED16,47517,730-1,255-7%$1.6M$1.5M-$93.2K2026-10-29
VCI Wealth Management LLC
NEW16,458—+16,458——$1.5M—2026-10-29
Leeward Financial Partners, LLC
INCREASED16,41816,374+44+0%$1.5M$1.5M+$24.7K2026-10-23
Northbridge Financial Group, LLC
DECREASED16,14616,490-344-2%$1.5M$1.5M+$23.0K2026-11-05
Armbruster Capital Management, Inc.
DECREASED15,91616,779-863-5%$1.5M$1.5M-$58.3K2026-10-19
Alliance Wealth Management Group
DECREASED15,84617,052-1,206-7%$1.5M$1.5M-$89.5K2026-10-29
Tlwm
INCREASED15,49715,267+230+2%$1.4M$1.4M+$40.4K2026-10-09
Sutton Place Investors LLC
UNCHANGED15,09915,09900%$1.4M$1.4M+$19.0K2026-10-20
Waller Financial Planning Group, Inc
DECREASED14,92515,279-354-2%$1.4M$1.4M-$13.4K2026-10-07
Lane Brothers & Co Inc
DECREASED14,85729,148-14,291-49%$2.6M$1.4M-$1.3M2026-11-02
Asset Dedication, LLC
DECREASED14,66614,839-173-1%$1.3M$1.4M+$2.8K2026-11-03
Sowell Financial Services LLC
INCREASED14,61013,456+1,154+9%$1.2M$1.3M+$123.2K2026-10-23
Gilpin Wealth Management, LLC
DECREASED14,51314,788-275-2%$1.3M$1.3M-$6.7K2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED14,43016,114-1,684-10%$1.5M$1.3M-$134.7K2026-10-23
Madrona Financial Services, LLC
NEW14,378—+14,378——$1.3M—2026-10-23
First Horizon Corp
DECREASED14,34114,556-215-1%$1.3M$1.3M-$1.5K2026-10-26
Penobscot Wealth Management
INCREASED14,29714,272+25+0%$1.3M$1.3M+$20.3K2026-10-21
Emprise Bank
DECREASED14,23516,166-1,931-12%$1.5M$1.3M-$157.4K2026-10-07
Apollon Wealth Management, LLC
INCREASED14,19713,511+686+5%$1.2M$1.3M+$80.2K2026-10-23
Friday Financial
DECREASED14,01214,090-78-1%$1.3M$1.3M+$14.1K2026-10-09
Keystone Financial Group, Inc.
INCREASED13,90013,863+37+0%$1.3M$1.3M+$20.9K2026-10-13
Morling Financial Advisors, LLC
DECREASED13,83015,017-1,187-8%$1.4M$1.3M-$90.3K2026-10-28
Arthur M. Cohen & Associates, LLC
UNCHANGED13,40413,40400%$1.2M$1.2M+$16.9K2026-10-26
Sunburst Financial Group, LLC
DECREASED13,11613,153-370%$1.2M$1.2M+$13.2K2026-10-09
Prentice Wealth Management LLC
UNCHANGED12,71012,71000%$1.2M$1.2M+$16.0K2026-10-20
Squire Investment Management Company, LLC
UNCHANGED12,50612,50600%$1.1M$1.2M+$15.8K2026-11-03
Financial Enhancement Group LLC
DECREASED12,33625,531-13,195-52%$2.3M$1.2M-$1.2M2026-10-08
Belleair Asset Management, LLC
DECREASED12,27115,604-3,333-21%$1.4M$1.1M-$287.1K2026-11-03
Summit Financial Strategies, Inc.
UNCHANGED12,20112,20100%$1.1M$1.1M+$15.4K2026-10-14
Journey Advisory Group, LLC
UNCHANGED12,19112,19100%$1.1M$1.1M+$15.4K2026-11-04
Waystone Advisors LLC
DECREASED11,72611,751-250%$1.1M$1.1M-$2.3K2026-10-16
Davenport & Co LLC
UNCHANGED11,33511,33500%$1.0M$1.0M+$14.3K2026-10-14
Intrua Financial, LLC
INCREASED11,31311,309+4+0%$1.0M$1.0M+$14.6K2026-10-28
Ridgeline Wealth Planning, LLC
UNCHANGED10,87910,87900%$987.7K$1.0M+$13.7K2026-10-29
Wedbush Securities Inc
DECREASED10,85710,945-88-1%$994.0K$999-$993.0K2026-10-22
Goldstein Advisors, LLC
DECREASED10,79510,799-40%$980.4K$993.7K+$13.2K2026-10-15
Stone Wealth Partners
INCREASED10,7565,378+5,378+100%$488.3K$991.5K+$503.2K2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED10,7304,186+6,544+156%$380.0K$987.7K+$607.7K2026-10-19
Curat Global, LLC
DECREASED10,70010,850-150-1%$985.1K$984.9K-$1372026-10-26
Bokf, NA
UNCHANGED10,66010,66000%$967.8K$981.3K+$13.4K2026-10-27
Global Wealth Management Investment Advisory, Inc.
DECREASED10,63710,749-112-1%$975.9K$979.1K+$3.2K2026-11-04
US Bancorp \de\
INCREASED10,5709,172+1,398+15%$832.7K$973.0K+$140.2K2026-11-05
Darrow Company, Inc.
INCREASED10,54810,278+270+3%$933.1K$971.0K+$37.9K2026-10-22
Koshinski Asset Management, Inc.
DECREASED10,53010,799-269-2%$980.4K$969.3K-$11.1K2026-10-29
Gibson Wealth Advisors LLC
UNCHANGED10,50010,50000%$953.3K$966.5K+$13.2K2026-10-20
MW Advisory, LLC
INCREASED10,4916,493+3,998+62%$589.5K$965.7K+$376.2K2026-10-19
Modera Wealth Management, LLC
DECREASED10,43626,884-16,448-61%$2.4M$960.7K-$1.5M2026-10-28
Olio Financial Planning
UNCHANGED10,14210,14200%$920.8K$933.6K+$12.8K2026-10-22
Detalus Advisors, LLC
INCREASED10,08110,038+43+0%$911.3K$928.0K+$16.7K2026-10-15
Indivisible Partners
UNCHANGED9,6859,68500%$879.3K$891.5K+$12.2K2026-10-26
Bluedoor Private Wealth, LLC
UNCHANGED9,5819,58100%$869.9K$881.9K+$12.1K2026-11-05
Independent Wealth Network Inc.
INCREASED9,4949,469+25+0%$859.7K$874.0K+$14.3K2026-10-19
Fifth Third Bancorp
INCREASED9,4368,496+940+11%$771.4K$868.6K+$97.2K2026-11-05
Cambridge Financial Group, LLC
UNCHANGED9,3279,32700%$846.8K$846.8K$02026-10-06
Krilogy Financial LLC
DECREASED9,10910,177-1,068-10%$924.0K$855.5K-$68.5K2026-10-13
MBE Wealth Management, LLC
INCREASED8,8688,855+13+0%$804.0K$816.3K+$12.3K2026-10-26
CogentBlue Wealth Advisors, LLC
UNCHANGED8,5748,57400%$778.5K$789.3K+$10.8K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED8,45012,932-4,482-35%$1.2M$777.8K-$396.3K2026-10-16
Arlington Trust Co LLC
UNCHANGED8,4318,43100%$765.5K$776.1K+$10.6K2026-10-20
Prosperity Financial Group, Inc.
INCREASED8,3747,901+473+6%$717.3K$770.8K+$53.5K2026-10-29
Crusonia Wealth Advisors LLC
UNCHANGED8,2128,21200%$745.6K$755.9K+$10.3K2026-10-26
Amicus Financial Advisors, LLC
DECREASED8,1918,461-270-3%$768.2K$754.0K-$14.2K2026-11-03
Meridian Wealth Management, LLC
DECREASED8,1338,201-68-1%$744.5K$748.6K+$4.1K2026-11-05
CoreCap Advisors, LLC
DECREASED8,0878,375-288-3%$760.4K$744.4K-$16.0K2026-10-08
Ritholtz Wealth Management
INCREASED8,0317,881+150+2%$715.5K$739.2K+$23.7K2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW7,947—+7,947——$731.5K—2026-10-27
Jericho Financial, LLP
DECREASED7,9368,207-271-3%$745.2K$730.5K-$14.6K2026-10-13
GSG Advisors LLC
INCREASED7,7387,718+20+0%$700.7K$712.3K+$11.6K2026-11-03
RFG Holdings, Inc.
UNCHANGED7,7037,70300%$699.4K$709.1K+$9.7K2026-10-30
Wise Wealth Partners
INCREASED7,6057,602+3+0%$690.2K$700.0K+$9.8K2026-10-14
Peirce Capital Management, LLC
DECREASED7,4157,992-577-7%$725.6K$682.6K-$43.0K2026-10-19
Choreo, LLC
UNCHANGED7,3177,31700%$664.3K$673.5K+$9.2K2026-10-28
Burns Matteson Capital Management, LLC
DECREASED7,2867,627-341-4%$692.5K$670.7K-$21.7K2026-10-16
Elmwood Wealth Management, Inc.
INCREASED7,0907,080+10+0%$642.8K$652.6K+$9.8K2026-10-14
Mission Wealth Management, LP
DECREASED7,0517,289-238-3%$661.8K$649.0K-$12.7K2026-10-15
SpringVest Wealth Management LLC
UNCHANGED6,9346,93400%$629.5K$638.3K+$8.7K2026-10-27
New Wave Wealth Advisors LLC
DECREASED6,81617,901-11,085-62%$1.6M$640.4K-$984.9K2026-10-19
Destiny Wealth Partners, LLC
DECREASED6,7806,927-147-2%$628.5K$618.1K-$10.4K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED6,4066,090+316+5%$552.9K$589.6K+$36.8K2026-11-05
Successful Portfolios LLC
INCREASED6,3586,310+48+1%$577.6K$594.9K+$17.4K2026-10-09
Brighton Jones LLC
INCREASED6,3546,337+17+0%$575.4K$584.9K+$9.5K2026-11-03
Sigma Planning Corp
UNCHANGED6,1966,19600%$562.5K$570.4K+$7.8K2026-10-23
Crumly & Associates Inc.
UNCHANGED6,1866,18600%$561.6K$569.4K+$7.8K2026-10-07
Bank of New York Mellon Corp
DECREASED6,1686,245-77-1%$567.0K$567.8K+$7892026-11-05
Graetz Wealth LLC
INCREASED6,1666,151+15+0%$558.4K$567.6K+$9.2K2026-10-27
Diversify Advisory Services, LLC
INCREASED6,1365,621+515+9%$505.1K$572.1K+$67.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,1365,621+515+9%$505.1K$572.1K+$67.1K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED6,0415,907+134+2%$536.3K$556.1K+$19.8K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED6,0389,157-3,119-34%$831.4K$555.8K-$275.6K2026-10-13
Brookstone Capital Management
INCREASED6,0025,953+49+1%$540.5K$552.5K+$12.1K2026-10-22
Post Resch Tallon Group Inc.
INCREASED5,9574,502+1,455+32%$408.7K$548.3K+$139.6K2026-10-09
Integrated Advisors Network LLC
DECREASED5,9516,124-173-3%$556.0K$547.8K-$8.2K2026-10-20
JGP Wealth Management, LLC
NEW5,907—+5,907——$543.7K—2026-10-13
Partnership Wealth Management, LLC
INCREASED5,6775,421+256+5%$492.2K$522.5K+$30.4K2026-10-05
Pinnacle Wealth Management Group, Inc.
DECREASED5,6755,723-48-1%$519.6K$522.4K+$2.8K2026-10-15
Vestia Personal Wealth Advisors
DECREASED5,6486,130-482-8%$556.5K$519.9K-$36.6K2026-10-20
Wiser Wealth Management, Inc
DECREASED5,5995,784-185-3%$525.1K$515.4K-$9.7K2026-10-14
Flynn Zito Capital Management, LLC
DECREASED5,5785,580-20%$506.6K$513.5K+$6.8K2026-11-04
Apella Capital, LLC
NEW5,547—+5,547——$520.4K—2026-10-08
Patten Group, Inc.
DECREASED5,4445,449-50%$494.7K$501.1K+$6.4K2026-10-26
Retirement Planning Group, LLC
UNCHANGED5,4215,42100%$492.2K$499.0K+$6.8K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED5,3345,616-282-5%$509.9K$491.0K-$18.9K2026-11-04
Vigilare Wealth Management
DECREASED5,2675,302-35-1%$481.4K$484.9K+$3.5K2026-10-29
Ridgeline Wealth, LLC
DECREASED5,2585,302-44-1%$481.4K$494.0K+$12.6K2026-10-14
Echo Wealth Management, LLC
DECREASED5,1235,145-220%$467.1K$471.6K+$4.5K2026-10-15
Jnba Financial Advisors
UNCHANGED5,0605,06000%$459.4K$465.8K+$6.4K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED5,0324,977+55+1%$451.9K$463.2K+$11.3K2026-10-29
Lloyd Advisory Services, Llc.
DECREASED4,9214,979-58-1%$452.0K$453.0K+$9352026-11-02
Rockwood Wealth Management, LLC
UNCHANGED4,8894,88900%$443.9K$450.0K+$6.2K2026-10-27
Howard Wealth Management, LLC
DECREASED4,8874,974-87-2%$451.6K$449.9K-$1.8K2026-10-28
MGO One Seven LLC
DECREASED4,8244,887-63-1%$443.7K$444.0K+$3582026-10-28
BCK Partners, Inc.
DECREASED4,7514,790-39-1%$434.9K$437.3K+$2.4K2026-10-23
Raleigh Capital Management Inc.
DECREASED4,6634,670-70%$424.0K$429.3K+$5.3K2026-10-28
Accurate Wealth Management, LLC
INCREASED4,6143,704+910+25%$339.3K$433.5K+$94.2K2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED4,5604,56000%$414.0K$419.8K+$5.8K2026-10-21
Focus Financial Network, Inc.
UNCHANGED4,5504,55000%$413.1K$418.8K+$5.7K2026-10-14
IFP Advisors, Inc
INCREASED4,5314,034+497+12%$366.2K$417.1K+$50.8K2026-10-16
Firethorn Wealth Partners, LLC
DECREASED4,5015,498-997-18%$499.2K$414.3K-$84.8K2026-10-14
Beacon Capital Management, LLC
INCREASED4,4754,464+11+0%$405.3K$411.9K+$6.7K2026-10-23
Fusion Capital, LLC
DECREASED4,4604,681-221-5%$425.0K$410.6K-$14.4K2026-10-28
Sherman Wealth Management LLC
DECREASED4,4594,483-24-1%$407.0K$410.5K+$3.4K2026-10-16
Midwest Trust Co
INCREASED4,4443,726+718+19%$338.3K$409.1K+$70.8K2026-10-22
Attessa Capital LLC
UNCHANGED4,4234,42300%$401.6K$407.1K+$5.6K2026-10-09
Triumph Capital Management
UNCHANGED4,4144,41400%$400.7K$406.3K+$5.6K2026-10-14
Oak Harvest Investment Services
INCREASED4,3283,822+506+13%$347.0K$398.4K+$51.4K2026-10-20
Trademark Financial Management, LLC
DECREASED4,3124,654-342-7%$422.5K$397.0K-$25.6K2026-10-23
ARQ Wealth Advisors, LLC
DECREASED4,2284,388-160-4%$398.3K$389.2K-$9.1K2026-10-29
Johnson Bixby & Associates, LLC
UNCHANGED4,2234,22300%$383.4K$388.7K+$5.3K2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED4,1924,19200%$380.6K$385.9K+$5.3K2026-10-16
Independence Wealth Advisors, LLC
NEW4,178—+4,178——$384.5K—2026-10-29
Washburn Capital Management, Inc.
UNCHANGED4,1754,17500%$379.0K$384.3K+$5.3K2026-10-19
Unique Wealth, LLC
UNCHANGED4,1274,12700%$374.7K$379.9K+$5.2K2026-10-16
Horst & Graben Wealth Management LLC
DECREASED4,1134,154-41-1%$376.5K$378.6K+$2.1K2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED4,0494,04900%$367.6K$372.7K+$5.1K2026-10-22
Crew Capital Management, Ltd
DECREASED4,0004,262-262-6%$386.9K$368.2K-$18.7K2026-10-28
Balboa Wealth Partners
UNCHANGED4,0004,00000%$363.2K$368.2K+$5.0K2026-10-20
Core Wealth Management, Inc.
UNCHANGED3,9063,90600%$354.6K$359.5K+$4.9K2026-10-22
WBH Advisory Inc
INCREASED3,8963,890+6+0%$353.1K$358.7K+$5.5K2026-11-05
StoneX Group Inc.
DECREASED3,8934,776-883-18%$434.4K$361.7K-$72.7K2026-11-03
Clear Harbor Asset Management, LLC
UNCHANGED3,8193,81900%$346.7K$351.5K+$4.8K2026-11-05
Orin Green Financial, LLC
DECREASED3,8163,913-97-2%$355.3K$351.3K-$4.0K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED3,6992,679+1,020+38%$243.2K$341.6K+$98.4K2026-10-30
Lanark Financial, Inc.
UNCHANGED3,6843,68400%$334.5K$339.1K+$4.6K2026-10-26
Emergent Wealth Advisors, LLC
DECREASED3,6633,771-108-3%$342.4K$337.1K-$5.3K2026-10-09
Richardson Financial Services Inc.
INCREASED3,6532,444+1,209+49%$221.9K$336.3K+$114.4K2026-10-30
SBI Securities Co., Ltd.
INCREASED3,6523,505+147+4%$318.2K$336.2K+$17.9K2026-10-22
Omni 360 Wealth, Inc.
UNCHANGED3,6303,63000%$329.6K$334.1K+$4.6K2026-10-13
XY Planning Network, Inc.
DECREASED3,6213,963-342-9%$359.8K$333.3K-$26.5K2026-10-14
Steel Grove Capital Advisors, LLC
UNCHANGED3,6063,60600%$327.4K$331.9K+$4.5K2026-10-13
Formidable Asset Management, LLC
UNCHANGED3,5973,59700%$284.3K$326.5K+$42.2K2026-11-03
McNaughton Wealth Management, LLC
INCREASED3,5873,586+1+0%$325.6K$330.2K+$4.6K2026-10-09
Advisor Resource Council
DECREASED3,5744,251-677-16%$387.8K$334.6K-$53.2K2026-11-05
Capital Investment Advisors, LLC
DECREASED3,5553,665-110-3%$332.7K$327.2K-$5.5K2026-10-22
Brewster Financial Planning LLC
DECREASED3,5543,764-210-6%$341.7K$327.1K-$14.6K2026-10-13
Intelligence Driven Advisers, LLC
UNCHANGED3,5403,54000%$321.4K$325.9K+$4.5K2026-10-09
Aspen Wealth Management LLC
DECREASED3,5023,531-29-1%$320.6K$322.4K+$1.8K2026-10-14
First Heartland Consultants, Inc.
DECREASED3,4923,514-22-1%$319.1K$321.5K+$2.4K2026-10-08
Ascent Group, LLC
INCREASED3,4572,481+976+39%$225.3K$318.2K+$93.0K2026-10-30
CRA Financial Services, LLC
UNCHANGED3,4393,43900%$312.2K$316.6K+$4.3K2026-10-16
Range Financial Group LLC
DECREASED3,4153,567-152-4%$323.9K$314.3K-$9.5K2026-10-21
Future Financial Wealth Managment LLC
UNCHANGED3,3543,35400%$300.9K$308.7K+$7.8K2026-10-15
Buska Wealth Management, LLC
UNCHANGED3,2783,27800%$297.6K$301.7K+$4.1K2026-10-08
True Private Wealth Advisors
INCREASED3,2713,268+3+0%$296.7K$301.2K+$4.5K2026-10-19
Venture Visionary Partners LLC
INCREASED3,2472,329+918+39%$211.5K$298.9K+$87.4K2026-10-07
Quadcap Wealth Management, LLC
INCREASED3,1873,184+3+0%$289.1K$293.3K+$4.2K2026-11-02
6th Street Advisors, LLC
DECREASED3,1803,207-27-1%$291.2K$292.7K+$1.6K2026-10-14
Kaufman Rossin Wealth, LLC
UNCHANGED3,1773,17700%$289.9K$292.4K+$2.5K2026-10-19
Legacy Wealth Management, LLC / MS
INCREASED3,1322,982+150+5%$270.7K$288.3K+$17.6K2026-10-30
Balance Wealth Partners LLC
DECREASED3,0974,222-1,125-27%$383.3K$285.1K-$98.2K2026-10-27
Cookson Peirce & Co Inc
INCREASED3,0782,890+188+7%$262.4K$283.3K+$20.9K2026-10-30
Provenance Wealth Advisors, LLC
NEW3,071—+3,071——$282.7K—2026-10-30
Brooklyn FI, LLC
INCREASED3,071381+2,690+706%$34.6K$285.2K+$250.6K2026-11-05
Richard P Slaughter Associates Inc
DECREASED3,0073,097-90-3%$281.1K$276.8K-$4.4K2026-10-13
Legacy Advisory Services, LLC
DECREASED2,9833,334-351-11%$302.8K$274.6K-$28.1K2026-10-20
SMI Advisory Services, LLC
UNCHANGED2,8912,89100%$263.8K$271.8K+$8.0K2026-10-13
HB Wealth Management, LLC
INCREASED2,8792,856+23+1%$259.3K$265.0K+$5.7K2026-10-23
Colonial River Investments, LLC
DECREASED2,8723,323-451-14%$301.7K$264.3K-$37.3K2026-10-19
Parisi Gray Wealth Management
INCREASED2,8672,847+20+1%$258.4K$263.9K+$5.5K2026-10-16
Client 1ST Advisory Group, LLC
INCREASED2,8662,865+1+0%$260.1K$263.8K+$3.7K2026-10-19
Noesis Capital Mangement Corp
UNCHANGED2,7882,78800%$253.1K$256.6K+$3.5K2026-10-26
Horizon Wealth Management, LLC
UNCHANGED2,7762,77600%$252.0K$255.5K+$3.5K2026-11-02
Montag A & Associates Inc
UNCHANGED2,7502,75000%$249.7K$253.1K+$3.5K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED2,7422,74200%$248.9K$252.4K+$3.5K2026-11-02
Hoese & Co LLP
UNCHANGED2,7212,72100%$247.0K$250.5K+$3.4K2026-10-21
MBM Wealth Consultants, LLC
UNCHANGED2,7162,71600%$246.6K$250.0K+$3.4K2026-10-20
Plus Group Wealth Advisors LLC
UNCHANGED2,7142,71400%$246.4K$249.9K+$3.4K2026-10-19
Downshift Financial, LLC
INCREASED2,7001,435+1,265+88%$130.3K$248.5K+$118.2K2026-10-13
Focused Wealth Management, Inc
DECREASED2,6823,294-612-19%$299.1K$246.9K-$52.2K2026-10-30
Luminvest Wealth Management LLC
UNCHANGED2,6802,68000%$243.3K$246.7K+$3.4K2026-10-14
Compass Ion Advisors, LLC
DECREASED2,6282,642-14-1%$239.9K$241.9K+$2.0K2026-10-23
CX Institutional
INCREASED2,6222,615+7+0%$237$241+$42026-10-02
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED2,6142,61400%$237.4K$240.7K+$3.3K2026-10-26
Simplicity Wealth,LLC
DECREASED2,5993,951-1,352-34%$358.7K$239.2K-$119.4K2026-10-23
Angeles Wealth Management, LLC
UNCHANGED2,5762,57600%$233.9K$237.1K+$3.2K2026-10-26
Howard Bailey Securities, LLC
DECREASED2,5733,496-923-26%$317.4K$236.8K-$80.6K2026-10-27
Quarry Hill Advisors, LLC
UNCHANGED2,5452,54500%$231.1K$234.3K+$3.2K2026-11-04
Victory Financial Group, LLC
DECREASED2,5262,542-16-1%$230.8K$232.5K+$1.7K2026-10-27
Plancorp, LLC
NEW2,475—+2,475——$226.5K—2026-11-03
Outlook Wealth Advisors, LLC
UNCHANGED2,4722,47200%$224.4K$227.5K+$3.1K2026-10-28
Alchemi Wealth, LLC
UNCHANGED2,4652,46500%$223.8K$226.9K+$3.1K2026-11-04
Csenge Advisory Group
NEW2,386—+2,386——$219.6K—2026-11-04
CWA Asset Management Group, LLC
NEW2,350—+2,350——$216.3K—2026-10-19
Hunter Associates Investment Management LLC
DECREASED2,3422,522-180-7%$229.0K$212-$228.8K2026-10-26
Fourpath Capital Management, LLC
DECREASED2,3282,341-13-1%$212.5K$214.3K+$1.8K2026-10-19
Pinion Investment Advisors, LLC
NEW2,309—+2,309——$212.5K—2026-11-04
Atwood & Palmer Inc
UNCHANGED2,2982,29800%$208.6K$211.5K+$2.9K2026-10-08
Wesbanco Bank Inc
DECREASED2,2945,339-3,045-57%$484.7K$211.2K-$273.6K2026-11-04
4Wealth Advisors, Inc.
NEW2,252—+2,252——$207.9K—2026-10-13
KPP Advisory Services LLC
INCREASED2,2522,250+2+0%$204.3K$207.3K+$3.0K2026-10-26
Acropolis Investment Management, LLC
UNCHANGED2,2262,22600%$202.1K$204.9K+$2.8K2026-10-08
Zenith Solutions, Inc.
NEW2,207—+2,207——$203.1K—2026-10-19
Rossby Financial, LCC
INCREASED2,152648+1,504+232%$58.8K$198.1K+$139.3K2026-11-05
Archer Investment Corp
INCREASED2,0551,525+530+35%$138.5K$189.2K+$50.7K2026-11-05
Sherman Asset Management, Inc.
UNCHANGED1,9731,97300%$179.1K$181.6K+$2.5K2026-11-05
Signaturefd, LLC
UNCHANGED1,8131,81300%$164.6K$166.9K+$2.3K2026-10-23
Planning Strategies Inc.
UNCHANGED1,6151,61500%$146.6K$148.7K+$2.0K2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED1,5291,52900%$138.8K$140.7K+$1.9K2026-10-15
Signature Equity Partners, LLC
INCREASED1,5181,369+149+11%$124.3K$139.7K+$15.5K2026-10-29
Mather Group, Llc.
UNCHANGED1,4461,44600%$131.3K$133.1K+$1.8K2026-10-14
Tompkins Financial Corp
UNCHANGED1,3981,39800%$126.9K$128.7K+$1.8K2026-10-05
Plante Moran Financial Advisors, LLC
UNCHANGED1,1121,11200%$101.0K$102.4K+$1.4K2026-11-04
Foresight Capital Management Advisors, Inc.
NEW977—+977——$89.9K—2026-10-27
Toth Financial Advisory Corp
UNCHANGED97697600%$88.6K$89.8K+$1.2K2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED91591500%$83.1K$84.2K+$1.2K2026-10-07
Quest 10 Wealth Builders, Inc.
DECREASED870877-7-1%$79.6K$80.1K+$4612026-11-02
TD Private Client Wealth LLC
DECREASED821875-54-6%$79.4K$75.6K-$3.9K2026-10-28
North Star Investment Management Corp.
INCREASED789787+2+0%$71.4K$72.6K+$1.2K2026-10-27
Nfsg Corp
INCREASED741740+1+0%$67.2K$68.2K+$1.0K2026-10-15
Entrust Financial LLC
NEW677—+677——$62.3K—2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED66966900%$60.7K$61.6K+$8422026-10-26
Global Trust Asset Management, LLC
UNCHANGED62962900%$57.1K$57.9K+$7922026-10-19
Trust Co of Toledo NA
UNCHANGED59859800%$54.3K$55.0K+$7542026-10-16
Silver Grove Financial Group, Inc.
INCREASED590549+41+7%$49.8K$54.3K+$4.5K2026-11-05
Concord Wealth Partners
UNCHANGED55255200%$50.1K$50.8K+$6962026-11-02
Spire Wealth Management
DECREASED524573-49-9%$52.0K$48.3K-$3.8K2026-10-30
Gamma Investing LLC
UNCHANGED50250200%$45.6K$46.2K+$6322026-10-08
First Pacific Financial
INCREASED500498+2+0%$45.2K$46.0K+$7512026-10-14
Farmers & Merchants Investments Inc
UNCHANGED50050000%$45.4K$46.0K+$6302026-10-22
GHP Investment Advisors, Inc.
INCREASED496494+2+0%$44.9K$45.6K+$7452026-10-15
Maryland Capital Advisors Inc.
UNCHANGED48348300%$43.9K$44.5K+$6092026-10-15
Essential Investment Partners LLC
DECREASED480598-118-20%$54.3K$44.2K-$10.1K2026-10-27
Kingdom Financial Group Llc.
INCREASED461348+113+32%$31.6K$42.5K+$10.9K2026-11-04
Citigroup Inc
INCREASED392101+291+288%$9.2K$36.1K+$26.9K2026-11-04
Heritage Family Offices, LLP
NEW344—+344——$31.6K—2026-11-02
Main Street Group, LTD
UNCHANGED33933900%$30.8K$31.2K+$4272026-10-28
Aventus Investment Advisors, Inc.
UNCHANGED33133100%$30.1K$30.5K+$4182026-10-09
GGM Financial LLC
INCREASED327326+1+0%$29.6K$30.1K+$4912026-11-05
TD Waterhouse Canada Inc.
INCREASED324180+144+80%$16.3K$29.9K+$13.6K2026-10-16
North Point Portfolio Managers Corp
NEW300—+300——$27.6K—2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED28928900%$26.2K$26.6K+$3642026-10-22
Phillip James Consulting Co.
UNCHANGED28028000%$25.4K$25.8K+$3532026-11-03
Creative Financial Designs Inc
INCREASED27922+257+1168%$2.0K$25.7K+$23.7K2026-11-04
Abound Wealth Management
UNCHANGED27127100%$24.6K$24.9K+$3412026-10-26
Register Financial Advisors LLC
NEW263—+263——$24.2K—2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED239151+88+58%$13.7K$22.0K+$8.3K2026-11-03
Private Wealth Management Group, LLC
UNCHANGED23123100%$21.0K$21.3K+$2912026-10-19
Ascentis Independent Advisors
NEW229—+229——$21.1K—2026-11-03
Compass Wealth Management LLC
NEW213—+213——$19.6K—2026-10-22
Financial Consulate, Inc
UNCHANGED19419400%$17.6K$17.9K+$2442026-10-23
Sfam, LLC
NEW171—+171——$15.7K—2026-11-03
Tsfg, LLC
UNCHANGED15615600%$14$14$02026-10-23
Caldwell Trust Co
UNCHANGED15015000%$13.6K$13.8K+$1892026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
NEW146—+146——$13—2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED13913900%$12.6K$12.8K+$1752026-10-15
KFG LLC
NEW134—+134——$12.3K—2026-11-02
IMG Wealth Management, Inc.
UNCHANGED11911900%$10.8K$11.0K+$1502026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED10710700%$9.7K$10.0K+$2762026-11-04
Oakworth Capital, Inc.
UNCHANGED10610600%$9.6K$9.8K+$1502026-10-26
Tower View Wealth Management LLC
UNCHANGED10210200%$9.3K$9.4K+$1542026-10-23
Sima Wealth Partners, LLC
NEW74—+74——$6.8K—2026-10-19
Dhjj Financial Advisors, Ltd.
INCREASED7069+1+1%$6.3K$6.4K+$1052026-10-23
GoalVest Advisory LLC
UNCHANGED707000%$6.4K$6.4K+$892026-10-02
Latitude Advisors, LLC
NEW69—+69——$6.4K—2026-10-27
Networth Advisors, LLC
UNCHANGED575700%$5.2K$5.3K+$872026-11-03
Key FInancial Inc
UNCHANGED555500%$5.0K$5.1K+$702026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED505000%$4.5K$4.6K+$632026-10-16
1620 Investment Advisors, Inc.
UNCHANGED303000%$2.7K$2.8K+$382026-11-04
Nemes Rush Group LLC
NEW23—+23——$2.1K—2026-11-04
Cape Investment Advisory, Inc.
DECREASED2113,791-13,770-100%$1.3M$1.9K-$1.3M2026-10-13
Barrett & Company, Inc.
UNCHANGED121200%$1.1K$1.1K+$182026-10-22
Advocate Investing Services LLC
UNCHANGED7700%$636$644+$82026-10-26
Signature Resources Capital Management, LLC
UNCHANGED6600%$545$552+$72026-10-16
Financial Management Professionals, Inc.
CLOSED0123,385-123,385-100%$11.2M$0-$11.2M2026-10-23
WBI Investments, LLC
CLOSED053,698-53,698-100%$4.9M$0-$4.9M2026-11-05
World Equity Group, Inc.
CLOSED020,808-20,808-100%$1.9M$0-$1.9M2026-10-14
DLK Investment Management, LLC
CLOSED09,962-9,962-100%$661.0K$0-$661.0K2026-10-09
RDA Financial Network
CLOSED05,854-5,854-100%$531.5K$0-$531.5K2026-10-15
Kestra Investment Management, LLC
CLOSED03,343-3,343-100%$303.5K$0-$303.5K2026-11-04
NovaPoint Capital, LLC
CLOSED02,675-2,675-100%$242.9K$0-$242.9K2026-10-22
DMC Group, LLC
CLOSED02,624-2,624-100%$238.2K$0-$238.2K2026-10-26
Prospera Financial Services Inc
CLOSED02,353-2,353-100%$213.7K$0-$213.7K2026-11-04
Atala Financial Inc
CLOSED01,682-1,682-100%$212.0K$0-$212.0K2026-10-22
Tucker Asset Management LLC
CLOSED01,419-1,419-100%$128.8K$0-$128.8K2026-10-29
Salem Investment Counselors Inc
CLOSED0905-905-100%$82.2K$0-$82.2K2026-10-13
MCF Advisors LLC
CLOSED0576-576-100%$52.3K$0-$52.3K2026-10-28
AdvisorNet Financial, Inc
CLOSED0167-167-100%$15.2K$0-$15.2K2026-10-15
Buck Wealth Strategies, LLC
CLOSED0161-161-100%$14.6K$0-$14.6K2026-10-28
Blue Trust, Inc.
CLOSED0145-145-100%$13.2K$0-$13.2K2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED0124-124-100%$11.3K$0-$11.3K2026-10-27
Mosley Wealth Management
CLOSED097-97-100%$8.8K$0-$8.8K2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED000—$747.4K$866.9K+$119.5K2026-10-29
LPL Financial LLC
N/A—8,300,927-8,300,927-100%$753.6M———
Valmark Advisers, Inc.
N/A—2,961,564-2,961,564-100%$268.9M———
Tidal Investments LLC
N/A—2,938,215-2,938,215-100%$266.8M———
Private Advisor Group, LLC
N/A—2,629,977-2,629,977-100%$238.8M———
Morgan Stanley
N/A—1,568,833-1,568,833-100%$142.4M———
Osaic Holdings, Inc.
N/A—1,540,424-1,540,424-100%$139.9M———
Ameriprise Financial Inc
N/A—1,498,663-1,498,663-100%$135.9M———
Keener Financial Planning LLC
N/A—1,143,398-1,143,398-100%$103.8M———
Modern Wealth Management, LLC
N/A—1,129,081-1,129,081-100%$102.5M———
Allworth Financial LP
N/A—1,047,443-1,047,443-100%$95.1M———
Wells Fargo & Company
N/A—1,030,968-1,030,968-100%$93.6M———
Envestnet Asset Management Inc
N/A—999,405-999,405-100%$90.7M———
Bank of America Corp
N/A—913,019-913,019-100%$82.9M———
Rockbridge Investment Management, LCC
N/A—904,261-904,261-100%$82.1M———
Wealthquest Corp
N/A—866,474-866,474-100%$78.7M———
Financial Strategies Group, Inc.
N/A—779,808-779,808-100%$70.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—766,306-766,306-100%$69.6M———
Cerity Partners LLC
N/A—733,767-733,767-100%$66.6M———
AQR Capital Management LLC
N/A—689,429-689,429-100%$62.6M———
Advisors Capital Management, LLC
N/A—679,939-679,939-100%$61.7M———
Huntington National Bank
N/A—657,860-657,860-100%$59.7M———
Raymond James Financial Inc
N/A—632,610-632,610-100%$57.4M———
Cvfg LLC
N/A—616,164-616,164-100%$55.9M———
Winch Advisory Services, LLC
N/A—597,158-597,158-100%$54.2M———
Stratos Wealth Partners, Ltd.
N/A—586,138-586,138-100%$53.2M———
Kingsview Wealth Management, LLC
N/A—491,233-491,233-100%$44.6M———
Wealthspire Advisors, LLC
N/A—483,994-483,994-100%$43.9M———
Geneos Wealth Management Inc.
N/A—476,001-476,001-100%$43.2M———
N.E.W. Advisory Services LLC
N/A—472,621-472,621-100%$42.9M———
Cetera Investment Advisers
N/A—449,566-449,566-100%$40.8M———
Equitable Holdings, Inc.
N/A—448,617-448,617-100%$40.7M———
Rialto Wealth Management, LLC
N/A—427,094-427,094-100%$38.8M———
Jaffetilchin Investment Partners, LLC
N/A—400,456-400,456-100%$36.4M———
Focus Partners Wealth
N/A—393,156-393,156-100%$35.7M———
HighPoint Advisor Group LLC
N/A—387,596-387,596-100%$35.2M———
JPMorgan Chase & Co
N/A—364,366-364,366-100%$32.8M———
Money Concepts Capital Corp
N/A—329,144-329,144-100%$29.9M———
Focus Partners Advisor Solutions, LLC
N/A—312,542-312,542-100%$28.4M———
Bridgewealth Advisory Group, LLC
N/A—301,764-301,764-100%$27.4M———
Abound Financial, LLC
N/A—284,191-284,191-100%$25.8M———
Waverly Advisors, LLC
N/A—272,566-272,566-100%$24.7M———
Zhang Financial LLC
N/A—257,479-257,479-100%$23.4M———
AssuredPartners Investment Advisors, LLC
N/A—252,181-252,181-100%$22.9M———
BFC Planning, Inc.
N/A—235,676-235,676-100%$21.4M———
Western Wealth Management, LLC
N/A—227,132-227,132-100%$20.6M———
Mpwm Advisory Solutions, LLC
N/A—223,805-223,805-100%$20.3M———
Royal Bank of Canada
N/A—216,002-216,002-100%$19.6M———
Capasso Planning Partners LLC
N/A—210,645-210,645-100%$19.1M———
Roble, Belko & Company, Inc
N/A—206,069-206,069-100%$18.7M———
Fourth Dimension Wealth, LLC
N/A—203,501-203,501-100%$18.5M———
Pure Financial Advisors, LLC
N/A—200,381-200,381-100%$18.2M———
Great Valley Advisor Group, Inc.
N/A—178,323-178,323-100%$16.2M———
Great Lakes Advisors, LLC
N/A—176,855-176,855-100%$16.1M———
Gateway Wealth Partners, LLC
N/A—176,685-176,685-100%$16.0M———
Clearstead Advisors, LLC
N/A—172,651-172,651-100%$15.7M———
Arete Wealth Advisors, LLC
N/A—171,960-171,960-100%$15.6M———
Snowden Capital Advisors LLC
N/A—166,409-166,409-100%$15.1M———
IAG Wealth Partners, LLC
N/A—164,702-164,702-100%$15.0M———
Strategic Investment Advisors / MI
N/A—163,353-163,353-100%$14.8M———
Cornerstone Financial Group, LLC
N/A—158,282-158,282-100%$14.4M———
Savant Capital, LLC
N/A—157,428-157,428-100%$13.4M———
TD Capital Management LLC
N/A—156,894-156,894-100%$14.2M———
Goldman Sachs Group Inc
N/A—153,512-153,512-100%$13.9M———
UBS Group AG
N/A—151,689-151,689-100%$13.8M———
MML Investors Services, LLC
N/A—149,860-149,860-100%$13.6M———
M3 Wealth Management, LLC
N/A—145,538-145,538-100%$13.2M———
Global Retirement Partners, LLC
N/A—144,332-144,332-100%$13.1M———
Retirement Capital Strategies
N/A—132,501-132,501-100%$12.0M———
FMR LLC
N/A—123,080-123,080-100%$11.2M———
Quantinno Capital Management LP
N/A—122,347-122,347-100%$11.1M———
Jones Financial Companies Lllp
N/A—120,501-120,501-100%$10.7M———
Aldebaran Financial Inc.
N/A—109,406-109,406-100%$9.9M———
Capital Analysts, LLC
N/A—103,283-103,283-100%$9.4M———
Sterneck Capital Management, LLC
N/A—101,452-101,452-100%$9.2M———
FreeGulliver LLC
N/A—98,799-98,799-100%$9.0M———
United Capital Financial Advisors, LLC
N/A—94,316-94,316-100%$8.6M———
Advisory Services Network, LLC
N/A—91,578-91,578-100%$8.3M———
Capital Group Private Client Services, Inc.
N/A—84,925-84,925-100%$7.7M———
Roundview Capital LLC
N/A—84,875-84,875-100%$7.7M———
Mutual Advisors, LLC
N/A—82,206-82,206-100%$7.5M———
Seeds Investor LLC
N/A—78,802-78,802-100%$7.2M———
Captrust Financial Advisors
N/A—76,571-76,571-100%$7.0M———
HighTower Advisors, LLC
N/A—74,761-74,761-100%$6.8M———
Cary Street Partners Financial LLC
N/A—73,659-73,659-100%$6.7M———
PAX Financial Group, LLC
N/A—71,053-71,053-100%$6.5M———
Beacon Pointe Advisors, LLC
N/A—67,817-67,817-100%$6.2M———
IHT Wealth Management, LLC
N/A—67,178-67,178-100%$6.1M———
Little House Capital LLC
N/A—67,132-67,132-100%$6.1M———
Evercore Wealth Management, LLC
N/A—66,631-66,631-100%$6.0M———
Orion Porfolio Solutions, LLC
N/A—66,137-66,137-100%$6.0M———
JT Stratford LLC
N/A—66,065-66,065-100%$6.0M———
Advocacy Wealth Management, LLC
N/A—62,504-62,504-100%$5.7M———
Medallion Wealth Advisors, LLC
N/A—62,178-62,178-100%$5.7M———
Mariner, LLC
N/A—59,165-59,165-100%$5.4M———
Maridea Wealth Management LLC
N/A—58,851-58,851-100%$5.3M———
Integrated Wealth Concepts LLC
N/A—58,805-58,805-100%$5.3M———
NewEdge Advisors, LLC
N/A—58,219-58,219-100%$5.3M———
Two Sigma Investments, LP
N/A—58,100-58,100-100%$5.3M———
Austin Wealth Management, LLC
N/A—57,567-57,567-100%$5.2M———
Legacy Capital Group California, Inc.
N/A—56,993-56,993-100%$5.2M———
Cambient Family Office, LLC
N/A—56,318-56,318-100%$5.1M———
Collaborative Wealth Managment Inc.
N/A—55,776-55,776-100%$5.1M———
Harbour Investments, Inc.
N/A—55,273-55,273-100%$5.0M———
Noble Wealth Partners LLC
N/A—52,480-52,480-100%$4.8M———
Perennial Investment Advisors, LLC
N/A—50,840-50,840-100%$4.6M———
Arkadios Wealth Advisors
N/A—49,678-49,678-100%$4.5M———
MJP Associates Inc
N/A—48,592-48,592-100%$4.4M———
OneDigital Investment Advisors LLC
N/A—48,524-48,524-100%$4.4M———
Cardiff Park Advisors, LLC
N/A—47,479-47,479-100%$4.3M———
Betterment LLC
N/A—46,076-46,076-100%$4.2M———
Bank of Hawaii
N/A—45,714-45,714-100%$4.2M———
Aptus Capital Advisors, LLC
N/A—44,296-44,296-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—43,421-43,421-100%$3.9M———
Fiduciary Financial Advisors
N/A—42,165-42,165-100%$3.8M———
BlackRock, Inc.
N/A—42,092-42,092-100%$3.8M———
Flow Traders U.S. LLC
N/A—42,017-42,017-100%$3.8M———
Quent Capital, LLC
N/A—41,811-41,811-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—41,532-41,532-100%$3.8M———
Stifel Financial Corp
N/A—41,272-41,272-100%$3.7M———
Compass Financial Group, Inc.
N/A—40,802-40,802-100%$3.7M———
AE Wealth Management LLC
N/A—39,499-39,499-100%$3.6M———
Nicolet Bankshares Inc
N/A—38,875-38,875-100%$3.5M———
Composition Wealth, LLC
N/A—38,276-38,276-100%$3.5M———
CreativeOne Wealth, LLC
N/A—36,711-36,711-100%$3.3M———
Jackson, Grant Investment Advisers, Inc.
N/A—36,635-36,635-100%$3.3M———
WCG Wealth Advisors LLC
N/A—33,832-33,832-100%$3.1M———
Fort Point Capital Partners LLC
N/A—33,760-33,760-100%$3.1M———
Bawa N Mallick Trust
N/A—33,400-33,400-100%$3.0M———
Pitcairn Wealth Advisors LLC
N/A—33,050-33,050-100%$3.0M———
Mercer Global Advisors Inc
N/A—32,342-32,342-100%$2.9M———
Financial Gravity Companies, Inc.
N/A—32,222-32,222-100%$2.9M———
Citadel Advisors LLC
N/A—32,113-32,113-100%$2.9M———
Dogwood Wealth Management LLC
N/A—32,041-32,041-100%$2.9M———
Sequent Planning LLC
N/A—31,671-31,671-100%$2.9M———
Ameritas Advisory Services, LLC
N/A—31,501-31,501-100%$2.9M———
Sfmg, LLC
N/A—31,434-31,434-100%$2.9M———
EP Wealth Advisors, LLC
N/A—29,034-29,034-100%$2.6M———
OneAscent Financial Services LLC
N/A—28,456-28,456-100%$2.6M———
Financial Engines Advisors L.L.C.
N/A—27,652-27,652-100%$2.5M———
Belpointe Asset Management LLC
N/A—27,264-27,264-100%$2.5M———
Destination Wealth Management
N/A—26,460-26,460-100%$2.4M———
Sanctuary Advisors, LLC
N/A—26,319-26,319-100%$2.4M———
Oakwell Private Wealth Management, LLC
N/A—24,523-24,523-100%$2.2M———
MidFirst Bank
N/A—24,239-24,239-100%$2.2M———
&partners
N/A—24,167-24,167-100%$2.2M———
Advance Capital Management, Inc.
N/A—24,166-24,166-100%$2.2M———
Auxano Advisors, LLC
N/A—23,648-23,648-100%$2.1M———
Bleakley Financial Group, LLC
N/A—23,421-23,421-100%$2.1M———
Advyzon Investment Management, LLC
N/A—23,412-23,412-100%$2.1M———
Solano Wealth Investment Advisors LLC
N/A—22,967-22,967-100%$2.1M———
Seaside Wealth Management, Inc.
N/A—22,694-22,694-100%$2.1M———
Walsh & Associates, LLC
N/A—22,520-22,520-100%$2.0M———
Strategic Financial Planning, Inc.
N/A—21,240-21,240-100%$1.9M———
Broderick Brian C
N/A—21,100-21,100-100%$1.9M———
Diversified Trust Co
N/A—20,625-20,625-100%$1.9M———
Alta Wealth Advisors LLC
N/A—20,475-20,475-100%$1.9M———
Janney Montgomery Scott LLC
N/A—20,110-20,110-100%$1.8M———
Mosaic Advisors LLC
N/A—19,863-19,863-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—19,296-19,296-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—18,855-18,855-100%$1.7M———
Astoria Strategic Wealth, Inc.
N/A—18,459-18,459-100%$1.7M———
Vertex Planning Partners, LLC
N/A—18,329-18,329-100%$1.7M———
RiverFront Investment Group, LLC
N/A—18,101-18,101-100%$1.6M———
Jane Street Group, LLC
N/A—17,975-17,975-100%$1.6M———
Koss-Olinger Consulting, LLC
N/A—17,860-17,860-100%$1.6M———
Arax Advisory Partners
N/A—17,213-17,213-100%$1.6M———
GeoWealth Management, LLC
N/A—17,132-17,132-100%$1.6M———
Ballentine Partners, LLC
N/A—16,992-16,992-100%$1.5M———
Brown Brothers Harriman & Co
N/A—16,868-16,868-100%$1.5M———
Proficio Capital Partners LLC
N/A—16,726-16,726-100%$1.5M———
Blue Edge Capital, LLC
N/A—16,679-16,679-100%$1.5M———
NorthRock Partners, LLC
N/A—16,632-16,632-100%$1.5M———
SouthState Bank Corp
N/A—15,681-15,681-100%$1.4M———
Coppell Advisory Solutions LLC
N/A—15,573-15,573-100%$3.9M———
Comprehensive Money Management Services LLC
N/A—15,355-15,355-100%$1.4M———
L & S Advisors Inc
N/A—15,264-15,264-100%$1.4M———
Savvy Advisors, Inc.
N/A—15,073-15,073-100%$1.4M———
Keystone Financial Group
N/A—14,986-14,986-100%$1.4M———
Clark Capital Management Group, Inc.
N/A—14,545-14,545-100%$1.3M———
Lumbard & Kellner, LLC
N/A—14,328-14,328-100%$1.3M———
Lifeworks Advisors, LLC
N/A—14,019-14,019-100%$1.3M———
Financial Plan, Inc.
N/A—13,842-13,842-100%$1.3M———
Slagle Financial, LLC
N/A—13,701-13,701-100%$1.2M———
Merit Financial Group, LLC
N/A—13,242-13,242-100%$1.2M———
Summit Financial, LLC
N/A—13,059-13,059-100%$1.2M———
Continuum Advisory, LLC
N/A—12,576-12,576-100%$1.1M———
GenTrust, LLC
N/A—12,562-12,562-100%$1.1M———
SCS Capital Management LLC
N/A—12,429-12,429-100%$1.1M———
Tortoise Investment Management, LLC
N/A—12,250-12,250-100%$1.1M———
HRT Financial LP
N/A—11,807-11,807-100%$1.1M———
Napier Financial, LLC
N/A—11,782-11,782-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—11,753-11,753-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—11,038-11,038-100%$1.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,699-10,699-100%$971.4K———
Renaissance Technologies LLC
N/A—10,600-10,600-100%$962.4K———
Texas Yale Capital Corp.
N/A—10,546-10,546-100%$957.5K———
German American Bancorp, Inc.
N/A—10,525-10,525-100%$955.6K———
CacheTech Inc.
N/A—10,275-10,275-100%$932.9K———
Foundations Investment Advisors, LLC
N/A—10,235-10,235-100%$929.2K———
Ameritas Investment Partners, Inc.
N/A—10,059-10,059-100%$913.3K———
WNY Asset Management, LLC
N/A—9,788-9,788-100%$888.6K———
Barnes Wealth Management Group, Inc
N/A—9,710-9,710-100%$881.6K———
Inspire Advisors, LLC
N/A—9,492-9,492-100%$861.7K———
Kintra Wealth, LLC
N/A—9,182-9,182-100%$867.2K———
Nikulski Financial, Inc.
N/A—8,741-8,741-100%$793.6K———
Stonebrook Private Inc.
N/A—8,727-8,727-100%$792.3K———
SlateStone Wealth, LLC
N/A—8,675-8,675-100%$788.0K———
Berger Financial Group, Inc
N/A—8,375-8,375-100%$760.4K———
NewEdge Wealth, LLC
N/A—8,250-8,250-100%$749.0K———
Laraway Financial Advisors Inc
N/A—7,651-7,651-100%$694.6K———
Strive Financial Group,LLC
N/A—7,607-7,607-100%$690.6K———
First National Bank of Omaha
N/A—7,508-7,508-100%$678.3K———
Range Advisory, LLC
N/A—7,481-7,481-100%$679.2K———
Russell Investments Group, Ltd.
N/A—7,164-7,164-100%$650.4K———
Franklin Resources Inc
N/A—6,978-6,978-100%$633.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,923-6,923-100%$628.5K———
Glassman Wealth Services
N/A—6,908-6,908-100%$627.2K———
Stratos Wealth Advisors, LLC
N/A—6,877-6,877-100%$624.4K———
Summit Trail Advisors, LLC
N/A—6,847-6,847-100%$621.6K———
Morrissey Wealth Management, LLC
N/A—6,561-6,561-100%$610.3K———
Goodman Financial Corp
N/A—6,536-6,536-100%$593.3K———
Pasadena Private Wealth, LLC
N/A—6,520-6,520-100%$592.0K———
Constant Guidance Financial LLC
N/A—6,509-6,509-100%$591.0K———
Vista Investment Management
N/A—6,313-6,313-100%$573.2K———
Kelman-Lazarov, Inc.
N/A—6,091-6,091-100%$553.0K———
Intrepid Financial Planning Group LLC
N/A—6,023-6,023-100%$546.8K———
Adams Wealth Management
N/A—6,021-6,021-100%$546.6K———
Price T Rowe Associates Inc
N/A—5,983-5,983-100%$544.0K———
Bluespring Wealth Management, LLC
N/A—5,602-5,602-100%$508.6K———
One Wealth Map LLC
N/A—5,594-5,594-100%$496.1K———
Vawter Financial, Ltd.
N/A—5,344-5,344-100%$485.2K———
Nuveen, LLC
N/A—5,319-5,319-100%$482.9K———
Regal Investment Advisors LLC
N/A—5,280-5,280-100%$479.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,106-5,106-100%$463.9K———
Seven Springs Wealth Group, LLC
N/A—5,091-5,091-100%$462.2K———
Atlantic Union Bankshares Corp
N/A—5,052-5,052-100%$458.7K———
Tudor Investment Corp ET AL
N/A—5,051-5,051-100%$458.6K———
Wilson & Boucher Capital Management, LLC
N/A—4,800-4,800-100%$435.8K———
Freestone Capital Holdings, LLC
N/A—4,773-4,773-100%$433.4K———
Manhattan West Asset Management, LLC
N/A—4,645-4,645-100%$421.7K———
Neuberger Berman Group LLC
N/A—4,643-4,643-100%$421.5K———
Gross & Hartman Investments LLC
N/A—4,587-4,587-100%$416.5K———
Falcon Wealth Planning
N/A—4,473-4,473-100%$406.1K———
Synergy Investment Management, LLC
N/A—4,397-4,397-100%$399.2K———
Founders Financial Alliance, LLC
N/A—4,389-4,389-100%$398.5K———
Invesco Ltd.
N/A—4,261-4,261-100%$386.9K———
Thompson David Blair
N/A—4,197-4,197-100%$381.0K———
Calton & Associates, Inc.
N/A—4,119-4,119-100%$374.0K———
Bank of Montreal
N/A—4,112-4,112-100%$373.3K———
UMB Bank, n.a.
N/A—4,054-4,054-100%$368.1K———
Donaldson Capital Management, LLC
N/A—4,021-4,021-100%$365.1K———
Susquehanna International Group, LLP
N/A—3,926-3,926-100%$356.4K———
Portfolio Strategies, Inc.
N/A—3,736-3,736-100%$339.2K———
Altar Rock LLC
N/A—3,725-3,725-100%$338.2K———
Northern Trust Corp
N/A—3,680-3,680-100%$334.1K———
One Wealth Advisors, LLC
N/A—3,596-3,596-100%$326.5K———
Vanguard Advisers Inc
N/A—3,556-3,556-100%$322.8K———
Pine Valley Investments Ltd Liability Co
N/A—3,510-3,510-100%$318.7K———
Paragon Financial Partners, Inc.
N/A—3,393-3,393-100%$307.9K———
F/m Investments LLC
N/A—3,370-3,370-100%$306.3K———
Twin Focus Capital Partners, LLC
N/A—3,228-3,228-100%$293.1K———
Red Door Wealth Management, LLC
N/A—3,209-3,209-100%$291.3K———
Peapack Gladstone Financial Corp
N/A—3,175-3,175-100%$288.0K———
Baird Financial Group, Inc.
N/A—3,047-3,047-100%$276.6K———
Moneta Group Investment Advisors LLC
N/A—3,042-3,042-100%$276.2K———
WFA of San Diego, LLC
N/A—3,037-3,037-100%$286.8K———
Navalign, LLC
N/A—3,003-3,003-100%$272.7K———
Trevian Wealth Management LLC
N/A—2,927-2,927-100%$265.7K———
Howe & Rusling Inc
N/A—2,856-2,856-100%$259.3K———
Commerce Bank
N/A—2,821-2,821-100%$256.1K———
HBE Wealth Management, LLC
N/A—2,800-2,800-100%$254.2K———
Mayport, LLC
N/A—2,745-2,745-100%$249.2K———
FSA Advisors, Inc.
N/A—2,680-2,680-100%$243.3K———
Florida Financial Advisors, LLC
N/A—2,527-2,527-100%$229.4K———
Empower Advisory Group, LLC
N/A—2,519-2,519-100%$228.7K———
Blair William & Co
N/A—2,516-2,516-100%$228.4K———
Truepoint, Inc.
N/A—2,472-2,472-100%$224.4K———
Johnson Investment Counsel Inc
N/A—2,453-2,453-100%$222.7K———
Blue Chip Partners, LLC
N/A—2,438-2,438-100%$221.4K———
Nwam LLC
N/A—2,409-2,409-100%$218.7K———
Vantus Wealth LLC
N/A—2,372-2,372-100%$215.4K———
MAI Capital Management
N/A—2,338-2,338-100%$212.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,325-2,325-100%$211.1K———
Fund Advisors of America Inc
N/A—2,320-2,320-100%$210.7K———
Retirement Management Systems Inc.
N/A—2,318-2,318-100%$210.5K———
Manning & Napier Advisors LLC
N/A—2,300-2,300-100%$207.3K———
Redwood Investment Management, LLC
N/A—2,295-2,295-100%$208.0K———
OakTrust Wealth Advisors, LLC
N/A—2,259-2,259-100%$205.1K———
Longview Financial Advisors LLC
N/A—2,239-2,239-100%$203.3K———
Crews Bank & Trust
N/A—2,227-2,227-100%$202.2K———
UBS Asset Management Americas LLC
N/A—2,207-2,207-100%$200.4K———
Hantz Financial Services, Inc.
N/A—2,098-2,098-100%$191.0K———
Prestige Wealth Management Group LLC
N/A—2,094-2,094-100%$190.1K———
Highland Investment Advisors LLC
N/A—2,069-2,069-100%$187.8K———
Copia Wealth Management
N/A—2,005-2,005-100%$182.0K———
Ameriflex Group, Inc.
N/A—1,945-1,945-100%$176.6K———
Sankala Group LLC
N/A—1,884-1,884-100%$175.6K———
Glenmede Trust Co NA
N/A—1,789-1,789-100%$162.4K———
Lavaca Capital LLC
N/A—1,521-1,521-100%$138.1K———
SHP Wealth Management
N/A—1,484-1,484-100%$134.7K———
Smithfield Trust Co
N/A—1,287-1,287-100%$115———
WealthCollab, LLC
N/A—1,106-1,106-100%$100.4K———
Keating Financial Advisory Services, Inc.
N/A—1,058-1,058-100%$96.1K———
Tidemark, LLC
N/A—1,046-1,046-100%$94.9K———
Tiaa Wealth Investment Management LLC
N/A—1,002-1,002-100%$90.3K———
Bessemer Group Inc
N/A—970-970-100%$88.0K———
Ancora Advisors LLCA
N/A—870-870-100%$79.0K———
Qube Research & Technologies Ltd
N/A—815-815-100%$74.0K———
HHM Wealth Advisors, LLC
N/A—781-781-100%$70.9K———
Paladin Advisory Group, LLC
N/A—486-486-100%$44.1K———
JPL Wealth Management, LLC
N/A—471-471-100%$42.8K———
FAS Wealth Partners, Inc.
N/A—451-451-100%$40.9K———
Timmons Wealth Management, LLC
N/A—444-444-100%$40.3K———
Smartleaf Asset Management LLC
N/A—427-427-100%$38.5K———
Operose Advisors LLC
N/A—392-392-100%$35.6K———
Topsail Wealth Management, LLC
N/A—355-355-100%$32.2K———
Nova Wealth Management, Inc.
N/A—327-327-100%$29.7K———
Caldwell Sutter Capital, Inc.
N/A—304-304-100%$27.6K———
Measured Wealth Private Client Group, LLC
N/A—276-276-100%$25.1K———
Transamerica Financial Advisors, LLC
N/A—275-275-100%$25.0K———
Kilter Group LLC
N/A—264-264-100%$24.0K———
Coston, McIsaac & Partners
N/A—262-262-100%$23———
Bartlett & Co. Wealth Management LLC
N/A—262-262-100%$23.8K———
FWL Investment Management, LLC
N/A—213-213-100%$19.3K———
Private Wealth Asset Management, LLC
N/A—211-211-100%$19.2K———
IFG Advisory, LLC
N/A—195-195-100%$17.7K———
Meramec Financial Planners, LLC
N/A—175-175-100%$15.7K———
Dunhill Financial, LLC
N/A—169-169-100%$15.3K———
Federation des caisses Desjardins du Quebec
N/A—128-128-100%$11.6K———
National Bank of Canada
N/A—115-115-100%$10.4K———
Tower Research Capital LLC (TRC)
N/A—107-107-100%$9.7K———
Steward Partners Investment Advisory, LLC
N/A—104-104-100%$9.4K———
Atomic Invest LLC
N/A—84-84-100%$7.5K———
Orion Capital Management LLC
N/A—80-80-100%$7.3K———
Park Square Financial Group, LLC
N/A—72-72-100%$6.5K———
Crewe Advisors LLC
N/A—55-55-100%$5.0K———
Oakmont Advisory Group, LLC
N/A—51-51-100%$4.6K———
Institute for Wealth Management, Llc.
N/A—46-46-100%$4.2K———
Bogart Wealth, LLC
N/A—36-36-100%$3.3K———
Darwin Wealth Management, LLC
N/A—30-30-100%$2.7K———
HM Payson & Co
N/A—10-10-100%$908———
Anchor Bay Capital, Inc.
N/A—10-10-100%$939———
VSM Wealth Advisory, LLC
N/A—9-9-100%$817———
Strategic Wealth Partners, Ltd.
N/A—8-8-100%$726———
Godfrey Financial Associates, Inc.
N/A—4-4-100%$363———
Benson Wealth Management Inc
N/A—2-2-100%$182———
Showing 815 of 815 institutions