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SS Spdr S&P 400 MC VAL ETF (MDYV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,258,328 from 1,245,164
Change+13,164 (+1%)
Value$113.4M (-$3.8M)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares960,335 from 952,267
Change+8,068 (+1%)
Value$85.0M (-$5.3M)
Filed 2026-11-03
First National Trust Co
INCREASED
Shares395,416 from 390,832
Change+4,584 (+1%)
Value$35.0M (-$2.1M)
Filed 2026-10-28
First Pacific Financial
DECREASED
Shares365,602 from 366,314
Change-712 (0%)
Value$32.4M (-$2.4M)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
DECREASED
Shares350,786 from 354,651
Change-3,865 (-1%)
Value$31.0M (-$2.6M)
Filed 2026-10-07
Klingman & Associates, LLC
DECREASED
Shares339,231 from 340,538
Change-1,307 (0%)
Value$30.0M (-$2.3M)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares287,660 from 289,767
Change-2,107 (-1%)
Value$25.5M (-$2.0M)
Filed 2026-10-15
Rodgers & Associates, LTD
DECREASED
Shares216,453 from 220,077
Change-3,624 (-2%)
Value$19.2M (-$1.7M)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares215,759 from 422,035
Change-206,276 (-49%)
Value$19.1M (-$20.9M)
Filed 2026-10-27
ERn Financial, LLC
DECREASED
Shares169,285 from 171,098
Change-1,813 (-1%)
Value$15.0M (-$1.2M)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares146,871 from 147,248
Change-377 (0%)
Value$13.0M (-$966.9K)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares132,985 from 128,203
Change+4,782 (+4%)
Value$11.8M (-$389.6K)
Filed 2026-11-05
Marathon Mission, Inc.
INCREASED
Shares126,233 from 125,387
Change+846 (+1%)
Value$11.2M (-$720.1K)
Filed 2026-10-01
Capital Wealth Management, LLC
INCREASED
Shares105,709 from 101,953
Change+3,756 (+4%)
Value$9.4M (-$313.9K)
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares99,628 from 110,488
Change-10,860 (-10%)
Value$8.8M (-$1.7M)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares96,811 from 19,980
Change+76,831 (+385%)
Value$8.6M (+$6.7M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares93,903 from 96,529
Change-2,626 (-3%)
Value$8.3M (-$844.5K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares87,415 from 91,455
Change-4,040 (-4%)
Value$7.7M (-$937.5K)
Filed 2026-10-15
Jnba Financial Advisors
DECREASED
Shares83,391 from 85,995
Change-2,604 (-3%)
Value$7.4M (-$775.7K)
Filed 2026-11-03
Sage Financial Group Inc
DECREASED
Shares72,670 from 73,395
Change-725 (-1%)
Value$6.4M (-$529.5K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares71,715 from 73,043
Change-1,328 (-2%)
Value$6.3M (-$580.6K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares69,111
Change+69,111
Value$6.1K
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares66,540 from 61,767
Change+4,773 (+8%)
Value$6.1M (+$301.7K)
Filed 2026-10-27
Diligent Investors, LLC
DECREASED
Shares62,441 from 63,836
Change-1,395 (-2%)
Value$5.5M (-$528.2K)
Filed 2026-10-21
McAdam, LLC
DECREASED
Shares56,368 from 57,471
Change-1,103 (-2%)
Value$5.0M (-$462.1K)
Filed 2026-10-21
Councilor Wealth, LLC
DECREASED
Shares55,389 from 59,899
Change-4,510 (-8%)
Value$4.9M (-$779.0K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares49,275 from 46,172
Change+3,103 (+7%)
Value$4.4M (-$18.1K)
Filed 2026-10-21
RTD Financial Advisors, Inc.
DECREASED
Shares48,988 from 52,646
Change-3,658 (-7%)
Value$4.3M (-$657.5K)
Filed 2026-10-09
Bailard, Inc.
DECREASED
Shares44,131 from 45,165
Change-1,034 (-2%)
Value$3.9M (-$377.9K)
Filed 2026-10-13
Sacks & Associates, LLC
DECREASED
Shares43,501 from 46,631
Change-3,130 (-7%)
Value$3.9M (-$579.7K)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
DECREASED
Shares42,231 from 42,632
Change-401 (-1%)
Value$3.7M (-$305.8K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares41,734 from 40,045
Change+1,689 (+4%)
Value$3.7K (-$3.8M)
Filed 2026-11-02
Marotta Asset Management
DECREASED
Shares38,580 from 40,669
Change-2,089 (-5%)
Value$3.4M (-$421.6K)
Filed 2026-10-02
Occidental Asset Management, LLC
INCREASED
Shares37,786 from 36,638
Change+1,148 (+3%)
Value$3.3M (-$130.7K)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares37,585 from 37,362
Change+223 (+1%)
Value$3.3M (-$217.1K)
Filed 2026-10-28
Canandaigua National Trust Co of Florida
NEW
Shares36,123
Change+36,123
Value$3.2M
Filed 2026-10-07
Bill Few Associates, Inc.
INCREASED
Shares36,085 from 35,878
Change+207 (+1%)
Value$3.2M (-$209.1K)
Filed 2026-10-09
Shum Financial Group, Inc.
INCREASED
Shares31,777 from 30,622
Change+1,155 (+4%)
Value$2.8M (-$91.9K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares31,046 from 29,719
Change+1,327 (+4%)
Value$2.7K (-$71)
Filed 2026-10-02
Courage Miller Partners, LLC
DECREASED
Shares30,830 from 30,840
Change-10 (0%)
Value$2.7M (-$196.4K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares30,824 from 31,004
Change-180 (-1%)
Value$2.7M (-$212.5K)
Filed 2026-10-29
Ignite Planners, LLC
DECREASED
Shares30,376 from 31,036
Change-660 (-2%)
Value$2.7M (-$257.1K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares29,511 from 29,403
Change+108 (+0%)
Value$2.6M (-$176.9K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares29,359 from 12,634
Change+16,725 (+132%)
Value$2.6M (+$1.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares28,806 from 23,290
Change+5,516 (+24%)
Value$2.5M (+$340.6K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares28,299 from 28,289
Change+10 (+0%)
Value$2.5M (-$178.5K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares28,104 from 27,491
Change+613 (+2%)
Value$2.5M (-$120.0K)
Filed 2026-10-22
Barden Capital Management, Inc.
DECREASED
Shares26,842 from 27,020
Change-178 (-1%)
Value$2.4M (-$187.0K)
Filed 2026-10-09
Intrua Financial, LLC
DECREASED
Shares26,126 from 26,835
Change-709 (-3%)
Value$2.3M (-$232.9K)
Filed 2026-10-28
Waller Financial Planning Group, Inc
UNCHANGED
Shares24,656 from 24,656
Change0 (0%)
Value$2.2M (-$156.3K)
Filed 2026-10-07
Stevens Capital Partners
INCREASED
Shares23,954 from 23,501
Change+453 (+2%)
Value$2.1M (-$108.9K)
Filed 2026-10-29
Friday Financial
INCREASED
Shares23,863 from 13,915
Change+9,948 (+71%)
Value$2.1M (+$828.5K)
Filed 2026-10-09
Capital Squared Financial LLC
INCREASED
Shares23,244 from 21,496
Change+1,748 (+8%)
Value$2.1M (+$18.4K)
Filed 2026-10-30
Courier Capital LLC
DECREASED
Shares22,907 from 23,425
Change-518 (-2%)
Value$2.0M (-$194.4K)
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares22,729
Change+22,729
Value$2.0M
Filed 2026-11-03
CWA Asset Management Group, LLC
UNCHANGED
Shares20,545 from 20,545
Change0 (0%)
Value$1.8M (-$130.3K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares20,490 from 19,761
Change+729 (+4%)
Value$1.9M (-$1.9K)
Filed 2026-10-20
Cooke Wealth Management, LLC
INCREASED
Shares20,453 from 19,785
Change+668 (+3%)
Value$1.8M (-$66.3K)
Filed 2026-10-13
Financial Guidance Group, Inc.
DECREASED
Shares20,128 from 20,265
Change-137 (-1%)
Value$1.8M (-$140.6K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares18,707 from 18,859
Change-152 (-1%)
Value$1.7M (-$133.0K)
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares18,681 from 18,681
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-06
Prism Advisors, Inc.
DECREASED
Shares18,645 from 20,058
Change-1,413 (-7%)
Value$1.7M (-$222.8K)
Filed 2026-10-09
Salomon & Ludwin, LLC
DECREASED
Shares18,233 from 18,845
Change-612 (-3%)
Value$1.6M (-$163.8K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares17,982 from 19,917
Change-1,935 (-10%)
Value$1.6M (-$297.5K)
Filed 2026-11-03
Collective Family Office LLC
DECREASED
Shares17,931 from 18,330
Change-399 (-2%)
Value$1.6M (-$151.5K)
Filed 2026-10-05
Acorn Financial Advisory Services Inc
INCREASED
Shares17,542 from 17,276
Change+266 (+2%)
Value$1.6M (-$86.0K)
Filed 2026-11-02
HF Advisory Group, LLC
DECREASED
Shares17,221 from 17,529
Change-308 (-2%)
Value$1.5M (-$138.3K)
Filed 2026-10-09
Silverlake Wealth Management LLC
INCREASED
Shares17,119 from 14,882
Change+2,237 (+15%)
Value$1.5M (+$103.7K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
DECREASED
Shares16,734 from 19,820
Change-3,086 (-16%)
Value$1.5M (-$398.8K)
Filed 2026-10-26
Berman McAleer LLC
UNCHANGED
Shares15,351 from 15,351
Change0 (0%)
Value$1.4M (-$97.3K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
DECREASED
Shares14,302 from 14,612
Change-310 (-2%)
Value$1.3M (-$120.1K)
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares14,100 from 11,736
Change+2,364 (+20%)
Value$1.2M (+$134.9K)
Filed 2026-10-20
LTG Capital LLC
INCREASED
Shares13,947 from 13,748
Change+199 (+1%)
Value$1.2M (-$69.5K)
Filed 2026-11-04
Omega Financial Group, LLC
DECREASED
Shares13,711 from 14,902
Change-1,191 (-8%)
Value$1.2M (-$199.9K)
Filed 2026-10-29
Fiduciary Alliance LLC
INCREASED
Shares13,046 from 12,918
Change+128 (+1%)
Value$1.2M (-$70.6K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
INCREASED
Shares12,282 from 11,765
Change+517 (+4%)
Value$1.1M (-$28.9K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares12,161 from 12,117
Change+44 (+0%)
Value$1.1M (-$73.0K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares12,060 from 12,623
Change-563 (-4%)
Value$1.1M (-$129.8K)
Filed 2026-10-29
Cullen T Bankers, Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$1.1M (-$76.1K)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares11,574
Change+11,574
Value$1.0M
Filed 2026-11-05
Lewis Asset Management, LLC
DECREASED
Shares11,542 from 11,574
Change-32 (0%)
Value$1.0M (-$76.3K)
Filed 2026-10-14
Invera Wealth Advisors, LLC
INCREASED
Shares11,116 from 10,696
Change+420 (+4%)
Value$983.9K (-$30.6K)
Filed 2026-10-28
LexAurum Advisors, LLC
UNCHANGED
Shares10,756 from 10,756
Change0 (0%)
Value$952.0K (-$68.2K)
Filed 2026-10-19
Krilogy Financial LLC
DECREASED
Shares10,737 from 10,754
Change-17 (0%)
Value$969.4K (-$50.7K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
DECREASED
Shares10,620 from 11,640
Change-1,020 (-9%)
Value$940.0K (-$164.1K)
Filed 2026-11-05
Sharper & Granite LLC
INCREASED
Shares10,095 from 8,195
Change+1,900 (+23%)
Value$859.6K (+$82.3K)
Filed 2026-11-02
KPP Advisory Services LLC
INCREASED
Shares9,929 from 9,639
Change+290 (+3%)
Value$878.8K (-$35.4K)
Filed 2026-10-26
Resonant Capital Advisors, LLC
INCREASED
Shares9,842 from 8,759
Change+1,083 (+12%)
Value$871.1K (+$40.3K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$805.5K (-$57.7K)
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares9,024 from 8,221
Change+803 (+10%)
Value$798.7K (+$19.0K)
Filed 2026-10-22
Mosley Wealth Management
INCREASED
Shares8,940 from 7,804
Change+1,136 (+15%)
Value$814.0K (+$73.8K)
Filed 2026-10-16
Weinberger Asset Management, Inc
DECREASED
Shares8,662 from 9,340
Change-678 (-7%)
Value$766.7K (-$120.6K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED
Shares8,535 from 9,967
Change-1,432 (-14%)
Value$755.5K (-$189.9K)
Filed 2026-10-16
Cultivar Capital, Inc.
DECREASED
Shares8,385 from 9,610
Change-1,225 (-13%)
Value$742.2K (-$169.4K)
Filed 2026-10-14
Titleist Asset Management, LLC
DECREASED
Shares8,041 from 33,845
Change-25,804 (-76%)
Value$711.7K (-$2.5M)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares7,457 from 7,646
Change-189 (-2%)
Value$660.1K (-$65.1K)
Filed 2026-11-04
Insight Advisors, LLC/ PA
INCREASED
Shares7,320 from 7,043
Change+277 (+4%)
Value$647.9K (-$20.1K)
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$619.6K (-$44.4K)
Filed 2026-10-26
Fifth Third Securities, Inc.
INCREASED
Shares6,623 from 6,469
Change+154 (+2%)
Value$586.2K (-$27.4K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares6,616 from 6,001
Change+615 (+10%)
Value$585.6K (+$16.4K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
DECREASED
Shares6,577 from 6,683
Change-106 (-2%)
Value$582.1K (-$51.8K)
Filed 2026-10-01
Sterling Financial Planning, Inc.
DECREASED
Shares6,474 from 6,616
Change-142 (-2%)
Value$573.0K (-$54.5K)
Filed 2026-10-28
Juncture Wealth Strategies, LLC
DECREASED
Shares6,326 from 7,912
Change-1,586 (-20%)
Value$559.9K (-$190.6K)
Filed 2026-10-06
Everhart Financial Group, Inc.
DECREASED
Shares6,226 from 6,246
Change-20 (0%)
Value$551.1K (-$41.4K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares6,061 from 5,714
Change+347 (+6%)
Value$536.4K (-$5.5K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares6,015 from 5,425
Change+590 (+11%)
Value$532.4K (+$17.8K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares5,979 from 5,367
Change+612 (+11%)
Value$529.2K (+$20.1K)
Filed 2026-10-28
Eclectic Associates Inc
DECREASED
Shares5,947 from 7,489
Change-1,542 (-21%)
Value$526.4K (-$184.0K)
Filed 2026-10-09
Crescent Grove Advisors, LLC
UNCHANGED
Shares5,636 from 5,636
Change0 (0%)
Value$498.8K (-$35.7K)
Filed 2026-10-21
Balefire, LLC
INCREASED
Shares5,583 from 5,293
Change+290 (+5%)
Value$494.2K (-$7.9K)
Filed 2026-10-09
PFG Advisors
DECREASED
Shares5,548 from 5,728
Change-180 (-3%)
Value$491.0K (-$52.2K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares5,543 from 5,691
Change-148 (-3%)
Value$490.6K (-$49.2K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
UNCHANGED
Shares5,463 from 5,463
Change0 (0%)
Value$483.5K (-$34.6K)
Filed 2026-10-14
Burney Co/
DECREASED
Shares5,345 from 6,164
Change-819 (-13%)
Value$473.1K (-$111.6K)
Filed 2026-10-15
Orin Green Financial, LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$461.4K (-$33.1K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
INCREASED
Shares5,206 from 5,201
Change+5 (+0%)
Value$460.8K (-$32.6K)
Filed 2026-10-23
ARQ Wealth Advisors, LLC
DECREASED
Shares5,193 from 5,261
Change-68 (-1%)
Value$459.6K (-$40.0K)
Filed 2026-10-29
Norden Group LLC
DECREASED
Shares5,062 from 6,634
Change-1,572 (-24%)
Value$448.0K (-$181.2K)
Filed 2026-10-20
Flagstar Securities, Inc
INCREASED
Shares4,951 from 4,642
Change+309 (+7%)
Value$438.2K (-$2.2K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares4,896 from 1,377
Change+3,519 (+256%)
Value$440.2K (+$309.6K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
DECREASED
Shares4,896 from 4,957
Change-61 (-1%)
Value$433.3K (-$36.8K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
INCREASED
Shares4,763 from 4,689
Change+74 (+2%)
Value$423.0K (-$21.7K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares4,734 from 4,827
Change-93 (-2%)
Value$419.0K (-$38.8K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares4,715
Change+4,715
Value$417.3K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,715 from 4,695
Change+20 (+0%)
Value$417.3K (-$28.0K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares4,567 from 5,148
Change-581 (-11%)
Value$404.2K (-$84.1K)
Filed 2026-10-16
Third View Private Wealth, LLC
DECREASED
Shares4,123 from 4,413
Change-290 (-7%)
Value$364.9K (-$53.6K)
Filed 2026-10-30
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares3,933 from 3,933
Change0 (0%)
Value$348.1K (-$22.9K)
Filed 2026-10-09
Sensible Money, LLC
INCREASED
Shares3,881 from 3,864
Change+17 (+0%)
Value$343.5K (-$23.0K)
Filed 2026-10-20
Apeiron RIA LLC
INCREASED
Shares3,877 from 3,857
Change+20 (+1%)
Value$346.6K (-$19.2K)
Filed 2026-10-08
KWB Wealth
DECREASED
Shares3,806 from 3,887
Change-81 (-2%)
Value$336.9K (-$31.8K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares3,790 from 4,332
Change-542 (-13%)
Value$342.7K (-$62.2K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
DECREASED
Shares3,676 from 3,966
Change-290 (-7%)
Value$325.4K (-$50.8K)
Filed 2026-10-19
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$300.5K (-$21.5K)
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$299.4K (-$21.4K)
Filed 2026-11-05
Goldstein Advisors, LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$287.7K (-$20.6K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,230 from 2,948
Change+282 (+10%)
Value$285.9K (+$6.3K)
Filed 2026-10-13
Breachway Investments LLC
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$284.8K (-$20.4K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares3,195 from 4,685
Change-1,490 (-32%)
Value$282.8K (-$161.6K)
Filed 2026-10-19
Persium Advisors, LLC
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$281.0K (-$20.1K)
Filed 2026-10-07
Hardworking Capital Advisors, LLC
NEW
Shares3,126
Change+3,126
Value$276.7K
Filed 2026-10-20
Centerpoint Advisors, LLC
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$273 (-$292.7K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED
Shares3,081 from 3,081
Change0 (0%)
Value$272.7K (-$19.5K)
Filed 2026-10-22
LongView Wealth Management
INCREASED
Shares3,034 from 3,021
Change+13 (+0%)
Value$268.5K (-$18.0K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$268.3K (-$19.2K)
Filed 2026-11-02
Destiny Capital Corp
DECREASED
Shares3,008 from 3,046
Change-38 (-1%)
Value$266.2K (-$22.7K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares2,990 from 2,844
Change+146 (+5%)
Value$264.7K (-$5.0K)
Filed 2026-11-03
KDK Private Wealth Management, LLC
DECREASED
Shares2,945 from 2,949
Change-4 (0%)
Value$260.7K (-$19.0K)
Filed 2026-11-03
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$258.9K (-$18.5K)
Filed 2026-10-09
Joseph Group Capital Management
DECREASED
Shares2,878 from 2,927
Change-49 (-2%)
Value$254.7K (-$22.9K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares2,767 from 2,816
Change-49 (-2%)
Value$244.9K (-$22.2K)
Filed 2026-11-04
Eastern Bank
NEW
Shares2,682
Change+2,682
Value$237.4K
Filed 2026-10-05
Cornerstone Planning, LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$242.0K (-$5.0K)
Filed 2026-10-27
Diversified Management Inc
INCREASED
Shares2,584 from 2,582
Change+2 (+0%)
Value$228.7K (-$16.2K)
Filed 2026-10-08
Certior Financial Group, LLC
DECREASED
Shares2,520 from 2,690
Change-170 (-6%)
Value$223.0K (-$32.1K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares2,510 from 2,672
Change-162 (-6%)
Value$223.3K (-$30.1K)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$221.8K (-$15.9K)
Filed 2026-11-05
PDS Planning, Inc
INCREASED
Shares2,496 from 2,485
Change+11 (+0%)
Value$220.9K (-$14.8K)
Filed 2026-11-03
HB Wealth Management, LLC
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$212.2K (-$15.2K)
Filed 2026-10-23
4Wealth Advisors, Inc.
INCREASED
Shares2,374 from 2,173
Change+201 (+9%)
Value$212.1K (+$6.5K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares2,328
Change+2,328
Value$206.1K
Filed 2026-10-28
Somerset Trust Co
DECREASED
Shares2,326 from 2,337
Change-11 (0%)
Value$205.9K (-$15.8K)
Filed 2026-10-13
Apollon Wealth Management, LLC
NEW
Shares2,325
Change+2,325
Value$205.8K
Filed 2026-10-23
McNaughton Wealth Management, LLC
UNCHANGED
Shares2,323 from 2,323
Change0 (0%)
Value$205.6K (-$14.7K)
Filed 2026-10-09
Tradewinds Capital Management, LLC
INCREASED
Shares2,319 from 2,309
Change+10 (+0%)
Value$205.2K (-$13.8K)
Filed 2026-10-23
Diversify Advisory Services, LLC
DECREASED
Shares2,310 from 2,315
Change-5 (0%)
Value$210.4K (-$10.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,310 from 2,315
Change-5 (0%)
Value$210.4K (-$10.5K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$202.2K (-$14.5K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares2,173 from 2,508
Change-335 (-13%)
Value$192.3K (-$45.6K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares1,944 from 2,149
Change-205 (-10%)
Value$172.1K (-$31.7K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$150.8K (-$10.8K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
DECREASED
Shares1,599 from 10,042
Change-8,443 (-84%)
Value$141.5K (-$811.0K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares1,495 from 527
Change+968 (+184%)
Value$132.3K (+$82.3K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares1,200 from 392
Change+808 (+206%)
Value$106.2K (+$69.0K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares1,091 from 1,090
Change+1 (+0%)
Value$96.5K (-$6.9K)
Filed 2026-11-04
Atwood & Palmer Inc
INCREASED
Shares750 from 747
Change+3 (+0%)
Value$66.4K (-$4.5K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares619 from 354
Change+265 (+75%)
Value$54.8K (+$21.2K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares611 from 663
Change-52 (-8%)
Value$54.1K (-$8.7K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares547 from 24
Change+523 (+2179%)
Value$48.4K (+$46.1K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares529 from 590
Change-61 (-10%)
Value$46.8K (-$9.2K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
INCREASED
Shares525 from 523
Change+2 (+0%)
Value$46.4K (-$3.2K)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$46.1K (-$3.3K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$44.6K (-$3.2K)
Filed 2026-10-16
Princeton Global Asset Management LLC
INCREASED
Shares297 from 296
Change+1 (+0%)
Value$26.3K (-$1.8K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares279 from 277
Change+2 (+1%)
Value$24.7K (-$1.7K)
Filed 2026-10-26
Family Capital Trust Co
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$23.8K (-$1.7K)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$22.0K (-$1.6K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares240 from 241
Change-1 (0%)
Value$21.3K (-$1.6K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares238
Change+238
Value$21.1K
Filed 2026-10-09
Bfsg, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$19.7K (-$1.4K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$19.1K (-$1.4K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$18.5K (-$1.3K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
NEW
Shares207
Change+207
Value$18.3K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares183 from 182
Change+1 (+1%)
Value$16.2K (-$1.1K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$16.1K (-$1.2K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
NEW
Shares157
Change+157
Value$13.9K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares156
Change+156
Value$13.8K
Filed 2026-10-27
DecisionPoint Financial, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$13.9K (-$765)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$13.9K (-$562)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$12.6K (-$900)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$12.5K (-$894)
Filed 2026-10-02
Hughes Financial Services, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$12.1K (-$127)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$11.1K (-$792)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares114 from 125
Change-11 (-9%)
Value$10.1K (-$1.7K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.9K (-$634)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares97 from 76
Change+21 (+28%)
Value$8.6K (+$1.4K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares93
Change+93
Value$8.3K
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED
Shares89 from 106
Change-17 (-16%)
Value$7.9K (-$2.2K)
Filed 2026-11-02
Reap Financial Group, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.7K (-$447)
Filed 2026-11-02
Tompkins Financial Corp
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.8K (-$412)
Filed 2026-10-05
Evolution Wealth Management Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.2K (-$374)
Filed 2026-10-28
Trust Co of Vermont
NEW
Shares52
Change+52
Value$4.6K
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.0K (-$216)
Filed 2026-10-22
Carolina Wealth Advisors, LLC
NEW
Shares32
Change+32
Value$2.8K
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.3K (-$156)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.3K (-$165)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares24
Change+24
Value$2.1K
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.9K (-$133)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.5K (-$81)
Filed 2026-10-09
Kingdom Financial Group Llc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.5K (-$99)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$913 (-$61)
Filed 2026-10-28
Morling Financial Advisors, LLC
NEW
Shares8
Change+8
Value$708
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$177 (+$82)
Filed 2026-11-04
Provident Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (-$6)
Filed 2026-10-20
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 7,749
Change-7,749 (-100%)
Value$0 (-$735.0K)
Filed 2026-10-20
Zenith Solutions, Inc.
CLOSED
Shares0 from 4,787
Change-4,787 (-100%)
Value$0 (-$454.1K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 2,901
Change-2,901 (-100%)
Value$0 (-$275.2K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 2,498
Change-2,498 (-100%)
Value$0 (-$236.9K)
Filed 2026-10-14
Embree Financial Group
CLOSED
Shares0 from 2,260
Change-2,260 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-22
Appleton Partners Inc
CLOSED
Shares0 from 2,214
Change-2,214 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,179
Change-2,179 (-100%)
Value$0 (-$205.5K)
Filed 2026-11-02
Tower View Wealth Management LLC
CLOSED
Shares0 from 993
Change-993 (-100%)
Value$0 (-$94.2K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$89.9K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-20
First Community Trust NA
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-07
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-26
POM Investment Strategies, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-20
Manchester Capital Management LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-22
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$87)
Filed 2026-10-28
NorthRock Partners, LLC
N/A
Shares— from 1,427,030
Change-1,427,030 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,229,181
Change-1,229,181 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,221,358
Change-1,221,358 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,051,996
Change-1,051,996 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 829,586
Change-829,586 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 671,315
Change-671,315 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 659,887
Change-659,887 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 598,104
Change-598,104 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 499,862
Change-499,862 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 424,047
Change-424,047 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 401,007
Change-401,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 352,068
Change-352,068 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 300,102
Change-300,102 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 294,533
Change-294,533 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 259,036
Change-259,036 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 251,674
Change-251,674 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 183,769
Change-183,769 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 127,043
Change-127,043 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 113,117
Change-113,117 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 111,718
Change-111,718 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 109,916
Change-109,916 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 107,601
Change-107,601 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 105,171
Change-105,171 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 101,254
Change-101,254 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 100,990
Change-100,990 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 95,461
Change-95,461 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 88,357
Change-88,357 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 78,497
Change-78,497 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 77,644
Change-77,644 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 77,308
Change-77,308 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 74,338
Change-74,338 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 69,328
Change-69,328 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 65,362
Change-65,362 (-100%)
Value—
UBS Group AG
N/A
Shares— from 61,658
Change-61,658 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 59,090
Change-59,090 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 57,733
Change-57,733 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 56,763
Change-56,763 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,878
Change-55,878 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,441
Change-52,441 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,223
Change-50,223 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 43,883
Change-43,883 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 43,698
Change-43,698 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 43,639
Change-43,639 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 40,451
Change-40,451 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 40,359
Change-40,359 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,809
Change-38,809 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 37,183
Change-37,183 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 33,112
Change-33,112 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,779
Change-29,779 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 29,182
Change-29,182 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,770
Change-25,770 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 24,828
Change-24,828 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,422
Change-24,422 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 24,185
Change-24,185 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 23,759
Change-23,759 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 22,681
Change-22,681 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 22,416
Change-22,416 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 22,067
Change-22,067 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,767
Change-21,767 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 21,570
Change-21,570 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 20,512
Change-20,512 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,310
Change-20,310 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,603
Change-19,603 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 18,908
Change-18,908 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 17,013
Change-17,013 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,958
Change-16,958 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 16,660
Change-16,660 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,531
Change-16,531 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 16,518
Change-16,518 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 14,433
Change-14,433 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,155
Change-14,155 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 13,546
Change-13,546 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 12,812
Change-12,812 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,669
Change-12,669 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,586
Change-12,586 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,167
Change-11,167 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 10,380
Change-10,380 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 9,635
Change-9,635 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 8,526
Change-8,526 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
&partners
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 772
Change-772 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 579
Change-579 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 380
Change-380 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 310
Change-310 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 300
Change-300 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 236
Change-236 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 116
Change-116 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 100
Change-100 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 93
Change-93 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 76
Change-76 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12
Change-12 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED1,258,3281,245,164+13,164+1%$117.1M$113.4M-$3.8M2026-10-13
Avantax Planning Partners, Inc.
INCREASED960,335952,267+8,068+1%$90.3M$85.0M-$5.3M2026-11-03
First National Trust Co
INCREASED395,416390,832+4,584+1%$37.1M$35.0M-$2.1M2026-10-28
First Pacific Financial
DECREASED365,602366,314-7120%$34.7M$32.4M-$2.4M2026-10-14
Canandaigua National Bank & Trust Co
DECREASED350,786354,651-3,865-1%$33.6M$31.0M-$2.6M2026-10-07
Klingman & Associates, LLC
DECREASED339,231340,538-1,3070%$32.3M$30.0M-$2.3M2026-10-20
GHP Investment Advisors, Inc.
DECREASED287,660289,767-2,107-1%$27.5M$25.5M-$2.0M2026-10-15
Rodgers & Associates, LTD
DECREASED216,453220,077-3,624-2%$20.9M$19.2M-$1.7M2026-10-20
Convergence Financial, LLC
DECREASED215,759422,035-206,276-49%$40.0M$19.1M-$20.9M2026-10-27
ERn Financial, LLC
DECREASED169,285171,098-1,813-1%$16.2M$15.0M-$1.2M2026-10-28
Asset Dedication, LLC
DECREASED146,871147,248-3770%$14.0M$13.0M-$966.9K2026-11-03
Moneco Advisors, LLC
INCREASED132,985128,203+4,782+4%$12.2M$11.8M-$389.6K2026-11-05
Marathon Mission, Inc.
INCREASED126,233125,387+846+1%$11.9M$11.2M-$720.1K2026-10-01
Capital Wealth Management, LLC
INCREASED105,709101,953+3,756+4%$9.7M$9.4M-$313.9K2026-10-27
Private Wealth Management Group, LLC
DECREASED99,628110,488-10,860-10%$10.5M$8.8M-$1.7M2026-10-19
Farther Finance Advisors, LLC
INCREASED96,81119,980+76,831+385%$1.9M$8.6M+$6.7M2026-10-08
Commonwealth Equity Services, LLC
DECREASED93,90396,529-2,626-3%$9.2M$8.3M-$844.5K2026-11-02
Mission Wealth Management, LP
DECREASED87,41591,455-4,040-4%$8.7M$7.7M-$937.5K2026-10-15
Jnba Financial Advisors
DECREASED83,39185,995-2,604-3%$8.2M$7.4M-$775.7K2026-11-03
Sage Financial Group Inc
DECREASED72,67073,395-725-1%$7.0M$6.4M-$529.5K2026-10-27
Avior Wealth Management, LLC
DECREASED71,71573,043-1,328-2%$6.9M$6.3M-$580.6K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
NEW69,111—+69,111——$6.1K—2026-10-14
Chicago Partners Investment Group LLC
INCREASED66,54061,767+4,773+8%$5.8M$6.1M+$301.7K2026-10-27
Diligent Investors, LLC
DECREASED62,44163,836-1,395-2%$6.1M$5.5M-$528.2K2026-10-21
McAdam, LLC
DECREASED56,36857,471-1,103-2%$5.5M$5.0M-$462.1K2026-10-21
Councilor Wealth, LLC
DECREASED55,38959,899-4,510-8%$5.7M$4.9M-$779.0K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED49,27546,172+3,103+7%$4.4M$4.4M-$18.1K2026-10-21
RTD Financial Advisors, Inc.
DECREASED48,98852,646-3,658-7%$5.0M$4.3M-$657.5K2026-10-09
Bailard, Inc.
DECREASED44,13145,165-1,034-2%$4.3M$3.9M-$377.9K2026-10-13
Sacks & Associates, LLC
DECREASED43,50146,631-3,130-7%$4.4M$3.9M-$579.7K2026-10-09
Montz Harcus Wealth Management LLC
DECREASED42,23142,632-401-1%$4.0M$3.7M-$305.8K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED41,73440,045+1,689+4%$3.8M$3.7K-$3.8M2026-11-02
Marotta Asset Management
DECREASED38,58040,669-2,089-5%$3.8M$3.4M-$421.6K2026-10-02
Occidental Asset Management, LLC
INCREASED37,78636,638+1,148+3%$3.5M$3.3M-$130.7K2026-11-05
Modera Wealth Management, LLC
INCREASED37,58537,362+223+1%$3.5M$3.3M-$217.1K2026-10-28
Canandaigua National Trust Co of Florida
NEW36,123—+36,123——$3.2M—2026-10-07
Bill Few Associates, Inc.
INCREASED36,08535,878+207+1%$3.4M$3.2M-$209.1K2026-10-09
Shum Financial Group, Inc.
INCREASED31,77730,622+1,155+4%$2.9M$2.8M-$91.9K2026-10-13
CX Institutional
INCREASED31,04629,719+1,327+4%$2.8K$2.7K-$712026-10-02
Courage Miller Partners, LLC
DECREASED30,83030,840-100%$2.9M$2.7M-$196.4K2026-10-21
Koshinski Asset Management, Inc.
DECREASED30,82431,004-180-1%$2.9M$2.7M-$212.5K2026-10-29
Ignite Planners, LLC
DECREASED30,37631,036-660-2%$2.9M$2.7M-$257.1K2026-10-14
Creative Planning
INCREASED29,51129,403+108+0%$2.8M$2.6M-$176.9K2026-11-02
Kestra Advisory Services, LLC
INCREASED29,35912,634+16,725+132%$1.2M$2.6M+$1.4M2026-11-02
Truist Financial Corp
INCREASED28,80623,290+5,516+24%$2.2M$2.5M+$340.6K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED28,29928,289+10+0%$2.7M$2.5M-$178.5K2026-10-23
Brookstone Capital Management
INCREASED28,10427,491+613+2%$2.6M$2.5M-$120.0K2026-10-22
Barden Capital Management, Inc.
DECREASED26,84227,020-178-1%$2.6M$2.4M-$187.0K2026-10-09
Intrua Financial, LLC
DECREASED26,12626,835-709-3%$2.5M$2.3M-$232.9K2026-10-28
Waller Financial Planning Group, Inc
UNCHANGED24,65624,65600%$2.3M$2.2M-$156.3K2026-10-07
Stevens Capital Partners
INCREASED23,95423,501+453+2%$2.2M$2.1M-$108.9K2026-10-29
Friday Financial
INCREASED23,86313,915+9,948+71%$1.3M$2.1M+$828.5K2026-10-09
Capital Squared Financial LLC
INCREASED23,24421,496+1,748+8%$2.0M$2.1M+$18.4K2026-10-30
Courier Capital LLC
DECREASED22,90723,425-518-2%$2.2M$2.0M-$194.4K2026-10-19
RFG Advisory, LLC
NEW22,729—+22,729——$2.0M—2026-11-03
CWA Asset Management Group, LLC
UNCHANGED20,54520,54500%$1.9M$1.8M-$130.3K2026-10-19
Accurate Wealth Management, LLC
INCREASED20,49019,761+729+4%$1.9M$1.9M-$1.9K2026-10-20
Cooke Wealth Management, LLC
INCREASED20,45319,785+668+3%$1.9M$1.8M-$66.3K2026-10-13
Financial Guidance Group, Inc.
DECREASED20,12820,265-137-1%$1.9M$1.8M-$140.6K2026-10-21
MGO One Seven LLC
DECREASED18,70718,859-152-1%$1.8M$1.7M-$133.0K2026-10-28
Cambridge Financial Group, LLC
UNCHANGED18,68118,68100%$1.8M$1.8M$02026-10-06
Prism Advisors, Inc.
DECREASED18,64520,058-1,413-7%$1.9M$1.7M-$222.8K2026-10-09
Salomon & Ludwin, LLC
DECREASED18,23318,845-612-3%$1.8M$1.6M-$163.8K2026-10-29
Advisor OS, LLC
DECREASED17,98219,917-1,935-10%$1.9M$1.6M-$297.5K2026-11-03
Collective Family Office LLC
DECREASED17,93118,330-399-2%$1.7M$1.6M-$151.5K2026-10-05
Acorn Financial Advisory Services Inc
INCREASED17,54217,276+266+2%$1.6M$1.6M-$86.0K2026-11-02
HF Advisory Group, LLC
DECREASED17,22117,529-308-2%$1.7M$1.5M-$138.3K2026-10-09
Silverlake Wealth Management LLC
INCREASED17,11914,882+2,237+15%$1.4M$1.5M+$103.7K2026-10-21
Lodestar Private Asset Management LLC
DECREASED16,73419,820-3,086-16%$1.9M$1.5M-$398.8K2026-10-26
Berman McAleer LLC
UNCHANGED15,35115,35100%$1.5M$1.4M-$97.3K2026-10-16
American Financial & TAX Strategies Inc
DECREASED14,30214,612-310-2%$1.4M$1.3M-$120.1K2026-10-16
Portside Wealth Group, LLC
INCREASED14,10011,736+2,364+20%$1.1M$1.2M+$134.9K2026-10-20
LTG Capital LLC
INCREASED13,94713,748+199+1%$1.3M$1.2M-$69.5K2026-11-04
Omega Financial Group, LLC
DECREASED13,71114,902-1,191-8%$1.4M$1.2M-$199.9K2026-10-29
Fiduciary Alliance LLC
INCREASED13,04612,918+128+1%$1.2M$1.2M-$70.6K2026-10-13
Milestone Asset Management Group, LLC
INCREASED12,28211,765+517+4%$1.1M$1.1M-$28.9K2026-10-20
Cape Investment Advisory, Inc.
INCREASED12,16112,117+44+0%$1.1M$1.1M-$73.0K2026-10-13
Vise Technologies, Inc.
DECREASED12,06012,623-563-4%$1.2M$1.1M-$129.8K2026-10-29
Cullen T Bankers, Inc.
UNCHANGED12,00012,00000%$1.1M$1.1M-$76.1K2026-10-28
Imc-Chicago, LLC
NEW11,574—+11,574——$1.0M—2026-11-05
Lewis Asset Management, LLC
DECREASED11,54211,574-320%$1.1M$1.0M-$76.3K2026-10-14
Invera Wealth Advisors, LLC
INCREASED11,11610,696+420+4%$1.0M$983.9K-$30.6K2026-10-28
LexAurum Advisors, LLC
UNCHANGED10,75610,75600%$1.0M$952.0K-$68.2K2026-10-19
Krilogy Financial LLC
DECREASED10,73710,754-170%$1.0M$969.4K-$50.7K2026-10-13
Brady Martz Wealth Solutions, LLC
DECREASED10,62011,640-1,020-9%$1.1M$940.0K-$164.1K2026-11-05
Sharper & Granite LLC
INCREASED10,0958,195+1,900+23%$777.3K$859.6K+$82.3K2026-11-02
KPP Advisory Services LLC
INCREASED9,9299,639+290+3%$914.3K$878.8K-$35.4K2026-10-26
Resonant Capital Advisors, LLC
INCREASED9,8428,759+1,083+12%$830.8K$871.1K+$40.3K2026-10-15
Elevation Point Wealth Partners, LLC
UNCHANGED9,1009,10000%$863.2K$805.5K-$57.7K2026-11-05
Gibbs Wealth Management
INCREASED9,0248,221+803+10%$779.7K$798.7K+$19.0K2026-10-22
Mosley Wealth Management
INCREASED8,9407,804+1,136+15%$740.2K$814.0K+$73.8K2026-10-16
Weinberger Asset Management, Inc
DECREASED8,6629,340-678-7%$887.3K$766.7K-$120.6K2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED8,5359,967-1,432-14%$945.4K$755.5K-$189.9K2026-10-16
Cultivar Capital, Inc.
DECREASED8,3859,610-1,225-13%$911.5K$742.2K-$169.4K2026-10-14
Titleist Asset Management, LLC
DECREASED8,04133,845-25,804-76%$3.2M$711.7K-$2.5M2026-10-08
Visionary Wealth Advisors
DECREASED7,4577,646-189-2%$725.2K$660.1K-$65.1K2026-11-04
Insight Advisors, LLC/ PA
INCREASED7,3207,043+277+4%$668.0K$647.9K-$20.1K2026-10-22
SJS Investment Consulting Inc.
UNCHANGED7,0007,00000%$664.0K$619.6K-$44.4K2026-10-26
Fifth Third Securities, Inc.
INCREASED6,6236,469+154+2%$613.6K$586.2K-$27.4K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED6,6166,001+615+10%$569.2K$585.6K+$16.4K2026-10-30
Stonebridge Financial Group, LLC
DECREASED6,5776,683-106-2%$633.9K$582.1K-$51.8K2026-10-01
Sterling Financial Planning, Inc.
DECREASED6,4746,616-142-2%$627.5K$573.0K-$54.5K2026-10-28
Juncture Wealth Strategies, LLC
DECREASED6,3267,912-1,586-20%$750.5K$559.9K-$190.6K2026-10-06
Everhart Financial Group, Inc.
DECREASED6,2266,246-200%$592.5K$551.1K-$41.4K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED6,0615,714+347+6%$541.9K$536.4K-$5.5K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED6,0155,425+590+11%$514.6K$532.4K+$17.8K2026-11-05
Financial Network Wealth Advisors LLC
INCREASED5,9795,367+612+11%$509.0K$529.2K+$20.1K2026-10-28
Eclectic Associates Inc
DECREASED5,9477,489-1,542-21%$710.3K$526.4K-$184.0K2026-10-09
Crescent Grove Advisors, LLC
UNCHANGED5,6365,63600%$534.6K$498.8K-$35.7K2026-10-21
Balefire, LLC
INCREASED5,5835,293+290+5%$502.0K$494.2K-$7.9K2026-10-09
PFG Advisors
DECREASED5,5485,728-180-3%$543.3K$491.0K-$52.2K2026-10-16
Meridian Wealth Management, LLC
DECREASED5,5435,691-148-3%$539.8K$490.6K-$49.2K2026-11-05
Meridian Financial Advisors, LLC
UNCHANGED5,4635,46300%$518.2K$483.5K-$34.6K2026-10-14
Burney Co/
DECREASED5,3456,164-819-13%$584.7K$473.1K-$111.6K2026-10-15
Orin Green Financial, LLC
UNCHANGED5,2135,21300%$494.5K$461.4K-$33.1K2026-10-19
Trueblood Wealth Management, LLC
INCREASED5,2065,201+5+0%$493.3K$460.8K-$32.6K2026-10-23
ARQ Wealth Advisors, LLC
DECREASED5,1935,261-68-1%$499.6K$459.6K-$40.0K2026-10-29
Norden Group LLC
DECREASED5,0626,634-1,572-24%$629.2K$448.0K-$181.2K2026-10-20
Flagstar Securities, Inc
INCREASED4,9514,642+309+7%$440.4K$438.2K-$2.2K2026-10-15
AdvisorNet Financial, Inc
INCREASED4,8961,377+3,519+256%$130.6K$440.2K+$309.6K2026-10-15
WealthPlan Investment Management, LLC
DECREASED4,8964,957-61-1%$470.2K$433.3K-$36.8K2026-10-15
Centennial Wealth Advisory LLC
INCREASED4,7634,689+74+2%$444.7K$423.0K-$21.7K2026-10-16
Csenge Advisory Group
DECREASED4,7344,827-93-2%$457.8K$419.0K-$38.8K2026-11-04
Schear Investment Advisers, LLC
NEW4,715—+4,715——$417.3K—2026-10-14
Tempo Wealth, LLC
INCREASED4,7154,695+20+0%$445.3K$417.3K-$28.0K2026-10-14
IFP Advisors, Inc
DECREASED4,5675,148-581-11%$488.3K$404.2K-$84.1K2026-10-16
Third View Private Wealth, LLC
DECREASED4,1234,413-290-7%$418.6K$364.9K-$53.6K2026-10-30
Inspirion Wealth Advisors, LLC
UNCHANGED3,9333,93300%$371.0K$348.1K-$22.9K2026-10-09
Sensible Money, LLC
INCREASED3,8813,864+17+0%$366.5K$343.5K-$23.0K2026-10-20
Apeiron RIA LLC
INCREASED3,8773,857+20+1%$365.8K$346.6K-$19.2K2026-10-08
KWB Wealth
DECREASED3,8063,887-81-2%$368.7K$336.9K-$31.8K2026-10-16
StoneX Group Inc.
DECREASED3,7904,332-542-13%$404.9K$342.7K-$62.2K2026-11-03
Acorn Wealth Advisors, LLC
DECREASED3,6763,966-290-7%$376.2K$325.4K-$50.8K2026-10-19
Schneider Downs Wealth Management Advisors, LP
UNCHANGED3,3953,39500%$322.0K$300.5K-$21.5K2026-10-27
MidAtlantic Capital Management, Inc.
UNCHANGED3,3833,38300%$320.9K$299.4K-$21.4K2026-11-05
Goldstein Advisors, LLC
UNCHANGED3,2503,25000%$308.3K$287.7K-$20.6K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED3,2302,948+282+10%$279.6K$285.9K+$6.3K2026-10-13
Breachway Investments LLC
UNCHANGED3,2183,21800%$305.2K$284.8K-$20.4K2026-10-19
Retirement Planning Group, LLC
DECREASED3,1954,685-1,490-32%$444.4K$282.8K-$161.6K2026-10-19
Persium Advisors, LLC
UNCHANGED3,1753,17500%$301.1K$281.0K-$20.1K2026-10-07
Hardworking Capital Advisors, LLC
NEW3,126—+3,126——$276.7K—2026-10-20
Centerpoint Advisors, LLC
UNCHANGED3,0873,08700%$293.0K$273-$292.7K2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED3,0813,08100%$292.3K$272.7K-$19.5K2026-10-22
LongView Wealth Management
INCREASED3,0343,021+13+0%$286.5K$268.5K-$18.0K2026-10-19
Quadcap Wealth Management, LLC
UNCHANGED3,0313,03100%$287.5K$268.3K-$19.2K2026-11-02
Destiny Capital Corp
DECREASED3,0083,046-38-1%$288.9K$266.2K-$22.7K2026-11-03
Summit Investment Advisory Services, LLC
INCREASED2,9902,844+146+5%$269.7K$264.7K-$5.0K2026-11-03
KDK Private Wealth Management, LLC
DECREASED2,9452,949-40%$279.7K$260.7K-$19.0K2026-11-03
O'Keefe Stevens Advisory, Inc.
UNCHANGED2,9252,92500%$277.4K$258.9K-$18.5K2026-10-09
Joseph Group Capital Management
DECREASED2,8782,927-49-2%$277.6K$254.7K-$22.9K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED2,7672,816-49-2%$267.1K$244.9K-$22.2K2026-11-04
Eastern Bank
NEW2,682—+2,682——$237.4K—2026-10-05
Cornerstone Planning, LLC
UNCHANGED2,6042,60400%$247.0K$242.0K-$5.0K2026-10-27
Diversified Management Inc
INCREASED2,5842,582+2+0%$244.9K$228.7K-$16.2K2026-10-08
Certior Financial Group, LLC
DECREASED2,5202,690-170-6%$255.2K$223.0K-$32.1K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED2,5102,672-162-6%$253.4K$223.3K-$30.1K2026-10-30
Central Trust Co
UNCHANGED2,5062,50600%$237.7K$221.8K-$15.9K2026-11-05
PDS Planning, Inc
INCREASED2,4962,485+11+0%$235.7K$220.9K-$14.8K2026-11-03
HB Wealth Management, LLC
UNCHANGED2,3972,39700%$227.4K$212.2K-$15.2K2026-10-23
4Wealth Advisors, Inc.
INCREASED2,3742,173+201+9%$205.5K$212.1K+$6.5K2026-10-13
Partners Wealth Management, LLC
NEW2,328—+2,328——$206.1K—2026-10-28
Somerset Trust Co
DECREASED2,3262,337-110%$221.7K$205.9K-$15.8K2026-10-13
Apollon Wealth Management, LLC
NEW2,325—+2,325——$205.8K—2026-10-23
McNaughton Wealth Management, LLC
UNCHANGED2,3232,32300%$220.3K$205.6K-$14.7K2026-10-09
Tradewinds Capital Management, LLC
INCREASED2,3192,309+10+0%$219.0K$205.2K-$13.8K2026-10-23
Diversify Advisory Services, LLC
DECREASED2,3102,315-50%$220.9K$210.4K-$10.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,3102,315-50%$220.9K$210.4K-$10.5K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED2,2852,28500%$216.7K$202.2K-$14.5K2026-10-23
Fifth Third Bancorp
DECREASED2,1732,508-335-13%$237.9K$192.3K-$45.6K2026-11-05
Private Trust Co NA
DECREASED1,9442,149-205-10%$203.8K$172.1K-$31.7K2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,7041,70400%$161.6K$150.8K-$10.8K2026-10-07
Elevated Capital Advisors, LLC
DECREASED1,59910,042-8,443-84%$952.5K$141.5K-$811.0K2026-11-04
US Bancorp \de\
INCREASED1,495527+968+184%$50.0K$132.3K+$82.3K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED1,200392+808+206%$37.2K$106.2K+$69.0K2026-10-21
Creative Financial Designs Inc
INCREASED1,0911,090+1+0%$103.4K$96.5K-$6.9K2026-11-04
Atwood & Palmer Inc
INCREASED750747+3+0%$70.9K$66.4K-$4.5K2026-10-08
Assetmark, Inc
INCREASED619354+265+75%$33.6K$54.8K+$21.2K2026-10-21
CoreCap Advisors, LLC
DECREASED611663-52-8%$62.8K$54.1K-$8.7K2026-10-08
Rossby Financial, LCC
INCREASED54724+523+2179%$2.3K$48.4K+$46.1K2026-11-05
JFS Wealth Advisors, LLC
DECREASED529590-61-10%$56.0K$46.8K-$9.2K2026-11-03
Glass Jacobson Investment Advisors llc
INCREASED525523+2+0%$49.6K$46.4K-$3.2K2026-10-26
Key FInancial Inc
UNCHANGED52152100%$49.4K$46.1K-$3.3K2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED50450400%$47.8K$44.6K-$3.2K2026-10-16
Princeton Global Asset Management LLC
INCREASED297296+1+0%$28.1K$26.3K-$1.8K2026-10-21
Lanark Financial, Inc.
INCREASED279277+2+1%$26.4K$24.7K-$1.7K2026-10-26
Family Capital Trust Co
UNCHANGED26926900%$25.5K$23.8K-$1.7K2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED24924900%$23.6K$22.0K-$1.6K2026-10-07
EverSource Wealth Advisors, LLC
DECREASED240241-10%$22.8K$21.3K-$1.6K2026-11-04
GK Wealth Management LLC
NEW238—+238——$21.1K—2026-10-09
Bfsg, LLC
UNCHANGED22322300%$21.2K$19.7K-$1.4K2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED21621600%$20.5K$19.1K-$1.4K2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED20920900%$19.8K$18.5K-$1.3K2026-10-15
Cassaday & Co Wealth Management LLC
NEW207—+207——$18.3K—2026-10-27
Owl Creek Wealth Partners LLC
INCREASED183182+1+1%$17.3K$16.2K-$1.1K2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED18218200%$17.3K$16.1K-$1.2K2026-10-27
Silver Grove Financial Group, Inc.
NEW157—+157——$13.9K—2026-11-05
Latitude Advisors, LLC
NEW156—+156——$13.8K—2026-10-27
DecisionPoint Financial, LLC
UNCHANGED15515500%$14.6K$13.9K-$7652026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED15415400%$14.5K$13.9K-$5622026-11-04
Valley National Advisers Inc
UNCHANGED14214200%$13.5K$12.6K-$9002026-10-23
Versant Capital Management, Inc
UNCHANGED14114100%$13.4K$12.5K-$8942026-10-02
Hughes Financial Services, LLC
UNCHANGED12912900%$12.2K$12.1K-$1272026-10-30
Thompson Investment Management, Inc.
UNCHANGED12512500%$11.9K$11.1K-$7922026-10-14
Tounjian Advisory Partners, LLC
DECREASED114125-11-9%$11.8K$10.1K-$1.7K2026-11-04
Provenance Wealth Advisors, LLC
UNCHANGED10010000%$9.5K$8.9K-$6342026-10-30
Key Capital Management, Inc
INCREASED9776+21+28%$7.2K$8.6K+$1.4K2026-11-03
Jacobi Capital Management LLC
NEW93—+93——$8.3K—2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED89106-17-16%$10.1K$7.9K-$2.2K2026-11-02
Reap Financial Group, LLC
UNCHANGED757500%$7.1K$6.7K-$4472026-11-02
Tompkins Financial Corp
UNCHANGED656500%$6.2K$5.8K-$4122026-10-05
Evolution Wealth Management Inc.
UNCHANGED595900%$5.6K$5.2K-$3742026-10-28
Trust Co of Vermont
NEW52—+52——$4.6K—2026-10-21
Barrett & Company, Inc.
UNCHANGED343400%$3.2K$3.0K-$2162026-10-22
Carolina Wealth Advisors, LLC
NEW32—+32——$2.8K—2026-10-23
Costello Asset Management, Inc
UNCHANGED262600%$2.5K$2.3K-$1562026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED262600%$2.5K$2.3K-$1652026-10-15
Lloyd Advisory Services, Llc.
NEW24—+24——$2.1K—2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED212100%$2.0K$1.9K-$1332026-10-23
Bullock Wealth Management Group
UNCHANGED171700%$1.6K$1.5K-$812026-10-09
Kingdom Financial Group Llc.
UNCHANGED171700%$1.6K$1.5K-$992026-11-04
Buck Wealth Strategies, LLC
UNCHANGED101000%$974$913-$612026-10-28
Morling Financial Advisors, LLC
NEW8—+8——$708—2026-10-28
Citigroup Inc
INCREASED21+1+100%$95$177+$822026-11-04
Provident Wealth Management, LLC
UNCHANGED1100%$95$89-$62026-10-20
Commonwealth Financial Services, LLC
CLOSED07,749-7,749-100%$735.0K$0-$735.0K2026-10-20
Zenith Solutions, Inc.
CLOSED04,787-4,787-100%$454.1K$0-$454.1K2026-10-19
Rockwood Wealth Management, LLC
CLOSED02,901-2,901-100%$275.2K$0-$275.2K2026-10-27
Redhawk Wealth Advisors, Inc.
CLOSED02,498-2,498-100%$236.9K$0-$236.9K2026-10-14
Embree Financial Group
CLOSED02,260-2,260-100%$214.4K$0-$214.4K2026-10-22
Appleton Partners Inc
CLOSED02,214-2,214-100%$210.0K$0-$210.0K2026-10-30
International Assets Investment Management, LLC
CLOSED02,179-2,179-100%$205.5K$0-$205.5K2026-11-02
Tower View Wealth Management LLC
CLOSED0993-993-100%$94.2K$0-$94.2K2026-10-23
Tucker Asset Management LLC
CLOSED0948-948-100%$89.9K$0-$89.9K2026-10-29
Robinswood Financial LLC
CLOSED057-57-100%$5.4K$0-$5.4K2026-10-20
First Community Trust NA
CLOSED041-41-100%$3.9K$0-$3.9K2026-10-07
Vermillion Wealth Management, Inc.
CLOSED039-39-100%$3.7K$0-$3.7K2026-10-26
POM Investment Strategies, LLC
CLOSED030-30-100%$2.8K$0-$2.8K2026-10-20
Manchester Capital Management LLC
CLOSED028-28-100%$2.7K$0-$2.7K2026-10-22
Raleigh Capital Management Inc.
CLOSED01-1-100%$87$0-$872026-10-28
NorthRock Partners, LLC
N/A—1,427,030-1,427,030-100%$135.4M———
Financial Engines Advisors L.L.C.
N/A—1,229,181-1,229,181-100%$116.6M———
LPL Financial LLC
N/A—1,221,358-1,221,358-100%$115.8M———
AE Wealth Management LLC
N/A—1,051,996-1,051,996-100%$99.8M———
Lutz Financial Services LLC
N/A—829,586-829,586-100%$78.7M———
Morgan Stanley
N/A—671,315-671,315-100%$63.7M———
FAS Wealth Partners, Inc.
N/A—659,887-659,887-100%$62.6M———
Pacific Life Fund Advisors LLC
N/A—598,104-598,104-100%$56.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—499,862-499,862-100%$47.4M———
Cetera Investment Advisers
N/A—424,047-424,047-100%$40.2M———
Equitable Holdings, Inc.
N/A—401,007-401,007-100%$37.9M———
Wells Fargo & Company
N/A—352,068-352,068-100%$33.4M———
Jones Financial Companies Lllp
N/A—300,102-300,102-100%$28.3M———
HighTower Advisors, LLC
N/A—294,533-294,533-100%$27.9M———
Mercer Global Advisors Inc
N/A—259,036-259,036-100%$24.6M———
WCG Wealth Advisors LLC
N/A—251,674-251,674-100%$23.9M———
MML Investors Services, LLC
N/A—183,769-183,769-100%$17.4M———
Summit Financial, LLC
N/A—127,043-127,043-100%$12.1M———
Cary Street Partners Financial LLC
N/A—113,117-113,117-100%$10.7M———
Private Advisor Group, LLC
N/A—111,718-111,718-100%$10.6M———
Alesco Advisors, LLC, An ESL Co
N/A—109,916-109,916-100%$10.4M———
Bank of America Corp
N/A—107,601-107,601-100%$10.2M———
Mariner, LLC
N/A—105,171-105,171-100%$10.0M———
Goldman Sachs Group Inc
N/A—101,254-101,254-100%$9.6M———
Savant Capital, LLC
N/A—100,990-100,990-100%$9.1M———
Prestige Wealth Management Group LLC
N/A—95,461-95,461-100%$9.1M———
Ameriprise Financial Inc
N/A—88,357-88,357-100%$8.4M———
Raymond James Financial Inc
N/A—78,497-78,497-100%$7.4M———
IAG Wealth Partners, LLC
N/A—77,644-77,644-100%$7.4M———
Redwood Investment Management, LLC
N/A—77,308-77,308-100%$7.3M———
AQR Capital Management LLC
N/A—74,338-74,338-100%$7.1M———
Pathstone Holdings, LLC
N/A—69,328-69,328-100%$6.6M———
Gladstone Institutional Advisory LLC
N/A—65,362-65,362-100%$6.2M———
UBS Group AG
N/A—61,658-61,658-100%$5.8M———
Rockbridge Investment Management, LCC
N/A—59,090-59,090-100%$5.6M———
Envestnet Asset Management Inc
N/A—57,733-57,733-100%$5.5M———
Balanced Wealth Group LLC
N/A—56,763-56,763-100%$5.4M———
Osaic Holdings, Inc.
N/A—55,878-55,878-100%$5.3M———
Northwestern Mutual Wealth Management Co
N/A—52,441-52,441-100%$5.0M———
Susquehanna International Group, LLP
N/A—50,223-50,223-100%$4.8M———
Geneos Wealth Management Inc.
N/A—43,883-43,883-100%$4.2M———
Royal Bank of Canada
N/A—43,698-43,698-100%$4.1M———
Capital Analysts, LLC
N/A—43,639-43,639-100%$4.1M———
Focus Partners Advisor Solutions, LLC
N/A—40,451-40,451-100%$3.8M———
Empowered Funds, LLC
N/A—40,359-40,359-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—38,809-38,809-100%$3.7M———
Cambria Investment Management, L.P.
N/A—37,183-37,183-100%$3.5M———
JPMorgan Chase & Co
N/A—33,112-33,112-100%$3.1M———
Stifel Financial Corp
N/A—29,779-29,779-100%$2.8M———
Kingsview Wealth Management, LLC
N/A—29,182-29,182-100%$2.8M———
Citadel Advisors LLC
N/A—25,770-25,770-100%$2.4M———
Garden State Investment Advisory Services LLC
N/A—24,828-24,828-100%$2.4M———
Captrust Financial Advisors
N/A—24,422-24,422-100%$2.3M———
Quantinno Capital Management LP
N/A—24,185-24,185-100%$2.3M———
MidFirst Bank
N/A—23,759-23,759-100%$2.3M———
Richmond Brothers, Inc.
N/A—22,681-22,681-100%$2.2M———
Fidelis Capital Partners, LLC
N/A—22,416-22,416-100%$2.1M———
Payne Capital Management, LLC
N/A—22,067-22,067-100%$2.1M———
Great Valley Advisor Group, Inc.
N/A—21,767-21,767-100%$2.1M———
Tiaa Trust, National Association
N/A—21,570-21,570-100%$2.0M———
Wealthspire Advisors, LLC
N/A—20,512-20,512-100%$1.9M———
Aptus Capital Advisors, LLC
N/A—20,310-20,310-100%$1.9M———
NewEdge Advisors, LLC
N/A—19,603-19,603-100%$1.9M———
Merit Financial Group, LLC
N/A—18,908-18,908-100%$1.8M———
Cofg Advisors, LLC
N/A—17,013-17,013-100%$1.6M———
MAI Capital Management
N/A—16,958-16,958-100%$1.6M———
Cary Street Partners Investment Advisory LLC
N/A—16,660-16,660-100%$1.6M———
EP Wealth Advisors, LLC
N/A—16,531-16,531-100%$1.6M———
Stratos Wealth Advisors, LLC
N/A—16,518-16,518-100%$1.6M———
Silver OAK Securities, Incorporated
N/A—15,430-15,430-100%$1.5M———
HFG Advisors, Inc.
N/A—14,733-14,733-100%$1.4M———
Pure Financial Advisors, LLC
N/A—14,433-14,433-100%$1.4M———
Two Sigma Investments, LP
N/A—14,400-14,400-100%$1.4M———
Brown Advisory Inc
N/A—14,155-14,155-100%$1.3M———
Focus Partners Wealth
N/A—13,652-13,652-100%$1.3M———
Walsh & Associates, LLC
N/A—13,546-13,546-100%$1.3M———
Koss-Olinger Consulting, LLC
N/A—12,812-12,812-100%$1.2M———
Natixis Advisors, LLC
N/A—12,669-12,669-100%$1.2M———
FMR LLC
N/A—12,586-12,586-100%$1.2M———
IFG Advisory, LLC
N/A—11,725-11,725-100%$1.1M———
Keystone Financial Group
N/A—11,483-11,483-100%$1.1M———
Global Retirement Partners, LLC
N/A—11,167-11,167-100%$1.1M———
Rialto Wealth Management, LLC
N/A—10,811-10,811-100%$1.0M———
Cerity Partners LLC
N/A—10,589-10,589-100%$1.0M———
Advisory Services Network, LLC
N/A—10,431-10,431-100%$989.4K———
Cvfg LLC
N/A—10,380-10,380-100%$984.6K———
TAGStone Capital, Inc.
N/A—9,635-9,635-100%$913.9K———
Florida Financial Advisors, LLC
N/A—9,579-9,579-100%$908.6K———
Texas Yale Capital Corp.
N/A—9,100-9,100-100%$863.1K———
Pacific SUN Financial Corp
N/A—8,904-8,904-100%$844.5K———
Broadview Financial Management, LLC
N/A—8,526-8,526-100%$808.7K———
RED Reef Advisors LLC
N/A—7,506-7,506-100%$712.0K———
Harbour Investments, Inc.
N/A—7,144-7,144-100%$677.6K———
BlackRock, Inc.
N/A—7,114-7,114-100%$674.8K———
QRG Capital Management, Inc.
N/A—6,636-6,636-100%$629.4K———
&partners
N/A—6,360-6,360-100%$603.2K———
Topsail Wealth Management, LLC
N/A—6,093-6,093-100%$577.9K———
CCG Wealth Management, LLC
N/A—6,067-6,067-100%$575.5K———
Independent Advisor Alliance
N/A—5,932-5,932-100%$562.7K———
Janney Montgomery Scott LLC
N/A—5,913-5,913-100%$561.0K———
Belpointe Asset Management LLC
N/A—5,606-5,606-100%$531.7K———
Fortis Capital Advisors, LLC
N/A—5,606-5,606-100%$531.7K———
Valmark Advisers, Inc.
N/A—5,446-5,446-100%$516.6K———
Staley Capital Advisers Inc
N/A—5,111-5,111-100%$484.8K———
Snowden Capital Advisors LLC
N/A—5,018-5,018-100%$476.0K———
Keating Financial Advisory Services, Inc.
N/A—4,971-4,971-100%$471.5K———
Freedom Investment Management, Inc.
N/A—4,621-4,621-100%$438.3K———
Ameritas Advisory Services, LLC
N/A—4,348-4,348-100%$412.4K———
Avant Capital LLC
N/A—4,316-4,316-100%$409.3K———
Allworth Financial LP
N/A—4,174-4,174-100%$395.9K———
OneAscent Financial Services LLC
N/A—4,030-4,030-100%$382.3K———
Measured Wealth Private Client Group, LLC
N/A—4,008-4,008-100%$380.2K———
ProVise Management Group, LLC
N/A—3,981-3,981-100%$377.6K———
Rehmann Capital Advisory Group
N/A—3,951-3,951-100%$374.8K———
Blair William & Co
N/A—3,949-3,949-100%$374.6K———
Condor Capital Management
N/A—3,657-3,657-100%$346.9K———
Integrated Wealth Concepts LLC
N/A—3,506-3,506-100%$332.6K———
Wallace Advisory Group, LLC
N/A—3,206-3,206-100%$304.1K———
Wrapmanager Inc
N/A—3,074-3,074-100%$291.6K———
Beacon Pointe Advisors, LLC
N/A—3,034-3,034-100%$287.8K———
Arkadios Wealth Advisors
N/A—2,899-2,899-100%$274.9K———
Perennial Investment Advisors, LLC
N/A—2,863-2,863-100%$271.6K———
German American Bancorp, Inc.
N/A—2,567-2,567-100%$243.5K———
Urban Financial Advisory Corp
N/A—2,545-2,545-100%$241.4K———
Savvy Advisors, Inc.
N/A—2,509-2,509-100%$238.0K———
Modern Wealth Management, LLC
N/A—2,489-2,489-100%$236.0K———
M&T Bank Corp
N/A—2,418-2,418-100%$229.3K———
Note Advisors, LLC
N/A—2,403-2,403-100%$227.9K———
Western Wealth Management, LLC
N/A—2,197-2,197-100%$208.4K———
Vance Wealth, LLC
N/A—2,127-2,127-100%$201.7K———
Bartlett & Co. Wealth Management LLC
N/A—2,092-2,092-100%$198.5K———
Huntington National Bank
N/A—2,000-2,000-100%$189.7K———
PNC Financial Services Group, Inc.
N/A—1,899-1,899-100%$180.1K———
BFC Planning, Inc.
N/A—1,729-1,729-100%$164.0K———
Smartleaf Asset Management LLC
N/A—1,687-1,687-100%$159.6K———
Rockefeller Capital Management L.P.
N/A—1,496-1,496-100%$141.9K———
O'shaughnessy Asset Management, LLC
N/A—1,020-1,020-100%$96.7K———
Lowe Brockenbrough & Co Inc
N/A—772-772-100%$73.2K———
Nova Wealth Management, Inc.
N/A—769-769-100%$72.9K———
Miller Capital Partners, Inc.
N/A—767-767-100%$72.7K———
Smithfield Trust Co
N/A—700-700-100%$66.0K———
Basecamp Wealth Advisors LLC
N/A—646-646-100%$61.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—639-639-100%$60.6K———
UMB Bank, n.a.
N/A—579-579-100%$54.9K———
WealthShield Partners, LLC
N/A—536-536-100%$50.8K———
Ballast Advisors LLC
N/A—531-531-100%$50.4K———
Millstone Evans Group, LLC
N/A—452-452-100%$42.9K———
Ameriflex Group, Inc.
N/A—443-443-100%$42.0K———
Vanguard Advisers Inc
N/A—380-380-100%$36.0K———
Caitlin John, LLC
N/A—330-330-100%$31.3K———
Copia Wealth Management
N/A—310-310-100%$29.4K———
Crews Bank & Trust
N/A—300-300-100%$28.5K———
Front Row Advisors LLC
N/A—300-300-100%$29.0K———
Top Private Wealth Llc.
N/A—236-236-100%$22.4K———
TD Capital Management LLC
N/A—221-221-100%$20.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—171-171-100%$16.2K———
N.E.W. Advisory Services LLC
N/A—158-158-100%$15.0K———
Abound Financial, LLC
N/A—145-145-100%$13.8K———
Strategic Wealth Partners, Ltd.
N/A—123-123-100%$11.7K———
Tidemark, LLC
N/A—121-121-100%$11.5K———
Arax Advisory Partners
N/A—116-116-100%$11.0K———
Ancora Advisors LLCA
N/A—100-100-100%$9.5K———
Howe & Rusling Inc
N/A—93-93-100%$8.8K———
Russell Investments Group, Ltd.
N/A—76-76-100%$7.2K———
FWL Investment Management, LLC
N/A—45-45-100%$4.2K———
BNP Paribas Financial Markets
N/A—12-12-100%$1.1K———
Bogart Wealth, LLC
N/A—1-1-100%$95———
Showing 406 of 406 institutions