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SS Spdr P S&P 400 Midcap ETF (SPMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares105,352,214 from 101,248,410
Change+4,103,804 (+4%)
Value$6.6B (-$198.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares14,589,201 from 13,456,379
Change+1,132,822 (+8%)
Value$919.7M (+$10.6M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares7,423,720 from 7,099,453
Change+324,267 (+5%)
Value$468.0M (-$11.6M)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares3,060,467 from 2,636,343
Change+424,124 (+16%)
Value$192.9M (+$14.8M)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares2,349,499 from 2,038,889
Change+310,610 (+15%)
Value$148.1M (+$10.4M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares1,317,310 from 1,230,591
Change+86,719 (+7%)
Value$83.0M (-$95.5K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares1,098,678 from 1,107,956
Change-9,278 (-1%)
Value$69.3M (-$5.6M)
Filed 2026-11-04
Greenleaf Trust
INCREASED
Shares1,042,848 from 984,218
Change+58,630 (+6%)
Value$65.7M (-$752.6K)
Filed 2026-10-29
Auto-Owners Insurance Co
UNCHANGED
Shares1,040,000 from 1,040,000
Change0 (0%)
Value$65.6M (-$4.7M)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares947,740 from 892,359
Change+55,381 (+6%)
Value$59.7M (-$535.1K)
Filed 2026-10-08
Oarsman Capital, Inc.
INCREASED
Shares896,063 from 642,059
Change+254,004 (+40%)
Value$56.5M (+$13.1M)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares874,058 from 927,780
Change-53,722 (-6%)
Value$55.1M (-$7.6M)
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares832,452 from 815,885
Change+16,567 (+2%)
Value$52.5M (-$2.6M)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares829,178 from 774,635
Change+54,543 (+7%)
Value$52.3M (-$63.0K)
Filed 2026-10-13
Bokf, NA
INCREASED
Shares827,539 from 827,035
Change+504 (+0%)
Value$52.2M (-$3.7M)
Filed 2026-10-27
RKL Wealth Management LLC
INCREASED
Shares810,331 from 720,231
Change+90,100 (+13%)
Value$51.1M (+$2.4M)
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares791,370 from 741,916
Change+49,454 (+7%)
Value$49.9M (-$235.9K)
Filed 2026-10-16
Peterson Wealth Advisors, LLC
INCREASED
Shares778,920 from 748,284
Change+30,636 (+4%)
Value$49.1M (-$1.5M)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares720,553 from 625,213
Change+95,340 (+15%)
Value$45.4K (-$42.2M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares655,531 from 498,535
Change+156,996 (+31%)
Value$31.7M (+$9.1M)
Filed 2026-10-13
Atlas Private Wealth Advisors
INCREASED
Shares567,873 from 559,902
Change+7,971 (+1%)
Value$35.8M (-$2.0M)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares561,937 from 522,957
Change+38,980 (+7%)
Value$35.4M (+$93.6K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares541,217
Change+541,217
Value$36.6M
Filed 2026-10-29
Cahaba Wealth Management, Inc.
INCREASED
Shares470,389 from 467,183
Change+3,206 (+1%)
Value$29.7M (-$1.9M)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares455,943 from 457,527
Change-1,584 (0%)
Value$28.7M (-$2.2M)
Filed 2026-10-21
Evermay Wealth Management LLC
INCREASED
Shares404,656 from 370,105
Change+34,551 (+9%)
Value$25.5M (+$505.2K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
DECREASED
Shares402,178 from 407,945
Change-5,767 (-1%)
Value$25.4M (-$2.2M)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares397,151 from 397,969
Change-818 (0%)
Value$25.0M (-$1.9M)
Filed 2026-10-28
International City Management Association Retirement Corp
NEW
Shares379,104
Change+379,104
Value$23.9M
Filed 2026-10-26
Marathon Strategic Advisors, LLC
INCREASED
Shares367,746 from 343,706
Change+24,040 (+7%)
Value$23.2M (-$38.1K)
Filed 2026-10-20
Reston Wealth Management LLC
DECREASED
Shares338,331 from 344,616
Change-6,285 (-2%)
Value$21.3M (-$2.0M)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares324,714 from 325,572
Change-858 (0%)
Value$20.5M (-$1.5M)
Filed 2026-11-03
Shepherd Financial Partners LLC
INCREASED
Shares324,630 from 303,394
Change+21,236 (+7%)
Value$20.5M (-$32.6K)
Filed 2026-11-03
New Perspectives, Inc
INCREASED
Shares318,874 from 306,457
Change+12,417 (+4%)
Value$20.1M (-$602.4K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares308,765 from 292,169
Change+16,596 (+6%)
Value$20.9M (+$1.1M)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares295,747 from 290,317
Change+5,430 (+2%)
Value$18.6M (-$969.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares294,642 from 223,245
Change+71,397 (+32%)
Value$18.6M (+$3.5M)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares285,264 from 262,201
Change+23,063 (+9%)
Value$18.0M (+$268.8K)
Filed 2026-10-16
Savant Capital, LLC
DECREASED
Shares284,693 from 595,107
Change-310,414 (-52%)
Value$17.9M (-$19.7M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares275,140 from 277,214
Change-2,074 (-1%)
Value$17.3M (-$1.4M)
Filed 2026-11-05
Montz Harcus Wealth Management LLC
INCREASED
Shares261,586 from 257,179
Change+4,407 (+2%)
Value$16.5M (-$884.6K)
Filed 2026-10-09
Bensler, LLC
INCREASED
Shares260,183 from 247,497
Change+12,686 (+5%)
Value$16.4M (-$319.0K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares258,953 from 265,663
Change-6,710 (-3%)
Value$16.3M (-$1.6M)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares257,445 from 257,868
Change-423 (0%)
Value$16.2M (-$1.2M)
Filed 2026-10-07
IAG Wealth Partners, LLC
INCREASED
Shares237,793 from 222,817
Change+14,976 (+7%)
Value$15.0M (-$63.1K)
Filed 2026-11-06
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares229,146 from 229,878
Change-732 (0%)
Value$14.4M (-$1.1M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares226,660 from 224,715
Change+1,945 (+1%)
Value$14.3K (-$15.2M)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares208,804 from 210,799
Change-1,995 (-1%)
Value$13.2M (-$1.1M)
Filed 2026-11-05
Citizens & Northern Corp
DECREASED
Shares207,413 from 208,139
Change-726 (0%)
Value$13.1M (-$986.6K)
Filed 2026-11-06
Gradient Investments LLC
INCREASED
Shares195,020 from 175,260
Change+19,760 (+11%)
Value$12.3M (+$453.5K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares193,964 from 206,473
Change-12,509 (-6%)
Value$12.2K (-$13.9M)
Filed 2026-11-02
FF Advisors,LLC
INCREASED
Shares191,545 from 191,508
Change+37 (+0%)
Value$12.1M (-$863.3K)
Filed 2026-10-21
Nottingham Advisors, Inc.
INCREASED
Shares175,853 from 159,243
Change+16,610 (+10%)
Value$11.2M (-$22.3K)
Filed 2026-10-29
XY Planning Network, Inc.
DECREASED
Shares173,467 from 174,104
Change-637 (0%)
Value$10.9M (-$827.1K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED
Shares172,765 from 172,640
Change+125 (+0%)
Value$10.9M (-$772.5K)
Filed 2026-11-04
CGN Advisors LLC
INCREASED
Shares168,139 from 164,377
Change+3,762 (+2%)
Value$10.6M (-$505.8K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares160,155 from 158,018
Change+2,137 (+1%)
Value$10.2M (-$237.8K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
DECREASED
Shares160,129 from 164,588
Change-4,459 (-3%)
Value$10.1M (-$1.0M)
Filed 2026-11-06
Retiremitten Financial LLC
INCREASED
Shares154,808 from 144,168
Change+10,640 (+7%)
Value$9.9M (+$204.9K)
Filed 2026-11-05
Wealth Management Resources, Inc.
INCREASED
Shares153,922 from 153,069
Change+853 (+1%)
Value$9.7M (-$638.1K)
Filed 2026-10-21
Windsor Capital Management, LLC
DECREASED
Shares153,416 from 157,413
Change-3,997 (-3%)
Value$9.7M (-$963.5K)
Filed 2026-10-13
Private Wealth Group, LLC
INCREASED
Shares149,645 from 145,167
Change+4,478 (+3%)
Value$9.4M (-$373.9K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares149,538 from 137,400
Change+12,138 (+9%)
Value$9.4M (+$144.1K)
Filed 2026-10-20
KWB Wealth
INCREASED
Shares148,811 from 139,488
Change+9,323 (+7%)
Value$9.4M (-$42.8K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
NEW
Shares148,661
Change+148,661
Value$9.4M
Filed 2026-10-08
Spectrum Advisors, Inc.
INCREASED
Shares143,861 from 134,313
Change+9,548 (+7%)
Value$9.1M (-$5.2K)
Filed 2026-11-03
Waller Financial Planning Group, Inc
DECREASED
Shares141,256 from 151,413
Change-10,157 (-7%)
Value$8.9M (-$1.3M)
Filed 2026-10-07
Chicago Partners Investment Group LLC
INCREASED
Shares139,531 from 133,388
Change+6,143 (+5%)
Value$8.8M (+$28.0K)
Filed 2026-10-27
Inspire Trust Co, N.A.
INCREASED
Shares138,921 from 130,612
Change+8,309 (+6%)
Value$8.8M (-$66.6K)
Filed 2026-11-05
AF Advisors, Inc.
UNCHANGED
Shares128,000 from 128,000
Change0 (0%)
Value$8.1M (-$578.6K)
Filed 2026-11-06
Consolidated Capital Management, LLC
INCREASED
Shares123,911 from 123,123
Change+788 (+1%)
Value$7.8M (-$506.8K)
Filed 2026-10-13
Jacksonville Wealth Management, LLC
INCREASED
Shares121,273 from 98,537
Change+22,736 (+23%)
Value$7.6M (+$987.8K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
INCREASED
Shares119,170 from 84,917
Change+34,253 (+40%)
Value$7.5M (+$1.8M)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares118,800 from 183,100
Change-64,300 (-35%)
Value$7.5M (-$4.9M)
Filed 2026-10-20
Evergreen Capital Management LLC
UNCHANGED
Shares117,044 from 117,044
Change0 (0%)
Value$7.4M (-$529.0K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
INCREASED
Shares114,516 from 111,770
Change+2,746 (+2%)
Value$7.2M (-$332.1K)
Filed 2026-10-15
Bill Few Associates, Inc.
INCREASED
Shares110,717 from 107,104
Change+3,613 (+3%)
Value$7.0M (-$256.4K)
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares110,110 from 130,423
Change-20,313 (-16%)
Value$6.9M (-$1.9M)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares108,093 from 104,209
Change+3,884 (+4%)
Value$6.8M (-$226.2K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares107,891 from 106,893
Change+998 (+1%)
Value$6.8M (-$420.3K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares107,514 from 108,925
Change-1,411 (-1%)
Value$6.8M (-$581.3K)
Filed 2026-10-13
Pinkerton Wealth, LLC
INCREASED
Shares106,908 from 102,672
Change+4,236 (+4%)
Value$6.7M (+$659.2K)
Filed 2026-10-29
Pecaut & Co.
INCREASED
Shares106,078 from 105,452
Change+626 (+1%)
Value$6.7M (-$437.1K)
Filed 2026-10-27
True Freedom Investing, LLC
INCREASED
Shares101,128 from 96,433
Change+4,695 (+5%)
Value$6.4M (+$664.3K)
Filed 2026-10-29
First Premier Bank
UNCHANGED
Shares98,070 from 98,070
Change0 (0%)
Value$6.2K (-$444)
Filed 2026-10-13
Robinswood Financial LLC
INCREASED
Shares91,693 from 85,604
Change+6,089 (+7%)
Value$5.8M (+$31.7K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
DECREASED
Shares91,513 from 93,474
Change-1,961 (-2%)
Value$5.8M (-$546.2K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares90,941 from 88,790
Change+2,151 (+2%)
Value$5.7M (-$265.7K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares88,921 from 75,960
Change+12,961 (+17%)
Value$5.6M (+$473.7K)
Filed 2026-10-16
Foronjy Financial LLC
INCREASED
Shares88,692 from 80,146
Change+8,546 (+11%)
Value$5.6M (+$176.4K)
Filed 2026-10-14
National Wealth Management Group, LLC
INCREASED
Shares88,475 from 59,856
Change+28,619 (+48%)
Value$5.6M (+$1.5M)
Filed 2026-10-26
Truefg, LLC
INCREASED
Shares86,296 from 84,928
Change+1,368 (+2%)
Value$5.4M (-$297.7K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares84,162 from 83,729
Change+433 (+1%)
Value$5.3M (-$351.2K)
Filed 2026-10-30
Signal Advisors Wealth, LLC
INCREASED
Shares83,963 from 72,202
Change+11,761 (+16%)
Value$5.3M (+$415.1K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
INCREASED
Shares83,851 from 77,891
Change+5,960 (+8%)
Value$5.3M (+$23.7K)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares83,404 from 82,890
Change+514 (+1%)
Value$5.3M (-$342.2K)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares78,600 from 68,100
Change+10,500 (+15%)
Value$5.0M (+$354.1K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares76,339 from 70,343
Change+5,996 (+9%)
Value$4.8M (+$60.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares75,385 from 72,139
Change+3,246 (+5%)
Value$4.8M (-$121.4K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
INCREASED
Shares74,502 from 65,756
Change+8,746 (+13%)
Value$4.7M (+$254.2K)
Filed 2026-10-09
Lynx Investment Advisory
INCREASED
Shares72,271 from 63,180
Change+9,091 (+14%)
Value$4.6M (+$287.5K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares72,192 from 72,981
Change-789 (-1%)
Value$4.6M (-$379.4K)
Filed 2026-10-30
Luken Investment Analytics, LLC
INCREASED
Shares72,120 from 71,712
Change+408 (+1%)
Value$4.5M (-$298.4K)
Filed 2026-11-06
Pachira Investments Inc.
DECREASED
Shares71,981 from 79,477
Change-7,496 (-9%)
Value$4.5M (-$831.8K)
Filed 2026-10-14
Compass Wealth Management LLC
INCREASED
Shares71,860 from 66,090
Change+5,770 (+9%)
Value$4.5M (+$65.0K)
Filed 2026-10-22
Landmark Wealth Management, Inc.
INCREASED
Shares71,080 from 68,863
Change+2,217 (+3%)
Value$4.5M (-$171.5K)
Filed 2026-11-04
Benchmark Financial, LLC
INCREASED
Shares70,857 from 68,015
Change+2,842 (+4%)
Value$4.5M (-$128.3K)
Filed 2026-10-16
Intrua Financial, LLC
INCREASED
Shares70,485 from 45,239
Change+25,246 (+56%)
Value$4.4M (+$1.4M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares65,463 from 56,554
Change+8,909 (+16%)
Value$4.1M (+$306.1K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
INCREASED
Shares64,204 from 60,612
Change+3,592 (+6%)
Value$4.0M (-$47.5K)
Filed 2026-10-09
Aspetuck Financial Management LLC
DECREASED
Shares63,516 from 63,723
Change-207 (0%)
Value$4.0M (-$301.1K)
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares62,376 from 72,654
Change-10,278 (-14%)
Value$3.9M (-$976.3K)
Filed 2026-10-28
Syntegra Private Wealth Group, LLC
DECREASED
Shares62,051 from 68,313
Change-6,262 (-9%)
Value$3.9M (-$703.5K)
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
DECREASED
Shares61,639 from 62,355
Change-716 (-1%)
Value$3.9M (-$230.0K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares61,447 from 59,567
Change+1,880 (+3%)
Value$3.9M (-$150.7K)
Filed 2026-10-23
Chemung Canal Trust Co
UNCHANGED
Shares60,994 from 60,994
Change0 (0%)
Value$3.8M (-$275.7K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares60,949 from 53,314
Change+7,635 (+14%)
Value$3.8M (+$240.3K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares60,332 from 62,931
Change-2,599 (-4%)
Value$3.8M (-$448.3K)
Filed 2026-10-23
United Asset Strategies, Inc.
INCREASED
Shares59,666 from 56,282
Change+3,384 (+6%)
Value$3.8M (-$41.1K)
Filed 2026-10-28
Power Wealth Management LLC
INCREASED
Shares58,282 from 52,354
Change+5,928 (+11%)
Value$3.7M (+$137.1K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares56,911 from 56,386
Change+525 (+1%)
Value$3.6M (-$221.8K)
Filed 2026-10-15
Nadler Financial Group, Inc.
INCREASED
Shares55,642 from 44,428
Change+11,214 (+25%)
Value$3.5M (+$506.1K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares55,353 from 53,255
Change+2,098 (+4%)
Value$3.5M (-$108.5K)
Filed 2026-10-16
Kagan Cocozza Asset Management
DECREASED
Shares55,206 from 57,678
Change-2,472 (-4%)
Value$3.5M (-$416.5K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares54,838 from 50,245
Change+4,593 (+9%)
Value$3.5M (+$62.5K)
Filed 2026-10-09
Lutz Financial Services LLC
INCREASED
Shares54,745 from 9,264
Change+45,481 (+491%)
Value$3.5M (+$2.8M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares54,267 from 40,509
Change+13,758 (+34%)
Value$3.4M (+$684.2K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
INCREASED
Shares53,999 from 52,305
Change+1,694 (+3%)
Value$3.4M (-$129.7K)
Filed 2026-10-27
Stevens Capital Partners
INCREASED
Shares53,893 from 50,987
Change+2,906 (+6%)
Value$3.4M (-$47.3K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
DECREASED
Shares53,550 from 54,824
Change-1,274 (-2%)
Value$3.4M (-$328.1K)
Filed 2026-11-02
NovaPoint Capital, LLC
DECREASED
Shares53,262 from 53,272
Change-10 (0%)
Value$3.4M (-$241.4K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
INCREASED
Shares53,208 from 49,981
Change+3,227 (+6%)
Value$3.4M (-$22.5K)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares52,343 from 51,605
Change+738 (+1%)
Value$3.3M (-$186.7K)
Filed 2026-11-05
Tandem Investment Partners LLC
INCREASED
Shares52,200 from 51,340
Change+860 (+2%)
Value$3.3M (-$177.8K)
Filed 2026-10-16
Aspire Private Capital, LLC
DECREASED
Shares51,532 from 51,774
Change-242 (0%)
Value$3.2M (-$249.3K)
Filed 2026-11-05
ARQ Wealth Advisors, LLC
DECREASED
Shares50,897 from 51,859
Change-962 (-2%)
Value$3.2M (-$231.3K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares50,473 from 49,971
Change+502 (+1%)
Value$3.2M (-$180.6K)
Filed 2026-10-15
Retirement Planning Group, LLC
INCREASED
Shares49,633 from 49,576
Change+57 (+0%)
Value$3.1M (-$220.4K)
Filed 2026-10-19
Shum Financial Group, Inc.
DECREASED
Shares47,797 from 47,975
Change-178 (0%)
Value$3.0M (-$228.1K)
Filed 2026-10-13
Hibernia Wealth Partners, LLC
INCREASED
Shares47,697 from 45,633
Change+2,064 (+5%)
Value$3.0M (-$76.1K)
Filed 2026-10-29
Destiny Capital Corp
DECREASED
Shares47,411 from 48,662
Change-1,251 (-3%)
Value$3.0M (-$298.8K)
Filed 2026-11-03
Semitam Bonam LLC
INCREASED
Shares47,339 from 43,106
Change+4,233 (+10%)
Value$3.0M (+$72.0K)
Filed 2026-10-27
Range Financial Group LLC
DECREASED
Shares46,556 from 47,723
Change-1,167 (-2%)
Value$2.9M (-$289.3K)
Filed 2026-10-21
Carroll Advisory Group, LLC
DECREASED
Shares45,996 from 46,616
Change-620 (-1%)
Value$2.9M (-$249.8K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares45,225 from 45,932
Change-707 (-2%)
Value$2.9M (-$252.2K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED
Shares43,677 from 43,359
Change+318 (+1%)
Value$2.8M (-$176.0K)
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares43,180 from 43,219
Change-39 (0%)
Value$2.7M (-$197.8K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
NEW
Shares41,723
Change+41,723
Value$2.6M
Filed 2026-10-16
Sima Wealth Partners, LLC
INCREASED
Shares41,481 from 40,008
Change+1,473 (+4%)
Value$2.6M (-$88.0K)
Filed 2026-10-19
Towercrest Capital Management
DECREASED
Shares41,290 from 43,507
Change-2,217 (-5%)
Value$2.6M (-$336.4K)
Filed 2026-10-23
21 West Wealth Management LLC
DECREASED
Shares40,841 from 42,238
Change-1,397 (-3%)
Value$2.6M (-$279.0K)
Filed 2026-10-13
MMA Asset Management LLC
INCREASED
Shares40,751 from 37,012
Change+3,739 (+10%)
Value$2.6M (+$68.4K)
Filed 2026-11-02
Financial Enhancement Group LLC
DECREASED
Shares38,979 from 39,204
Change-225 (-1%)
Value$2.5M (-$163.3K)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares38,669 from 39,058
Change-389 (-1%)
Value$2.4M (-$201.1K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares37,984 from 35,979
Change+2,005 (+6%)
Value$2.4M (-$36.2K)
Filed 2026-10-23
S.A. Mason LLC
INCREASED
Shares37,833 from 36,783
Change+1,050 (+3%)
Value$2.4M (-$100.1K)
Filed 2026-10-13
Wealthcare Capital Management LLC
DECREASED
Shares37,319 from 39,302
Change-1,983 (-5%)
Value$2.4M (-$302.7K)
Filed 2026-10-21
Crescent Grove Advisors, LLC
INCREASED
Shares36,132 from 35,678
Change+454 (+1%)
Value$2.3M (-$132.6K)
Filed 2026-10-21
Rainier Family Wealth Inc
INCREASED
Shares36,065 from 32,695
Change+3,370 (+10%)
Value$2.3M (+$64.6K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares35,801 from 32,996
Change+2,805 (+9%)
Value$2.3M (+$27.7K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares35,656 from 26,380
Change+9,276 (+35%)
Value$2.2M (+$465.5K)
Filed 2026-10-29
Zinnia Wealth Advisory, LLC
DECREASED
Shares35,092 from 59,526
Change-24,434 (-41%)
Value$2.2M (-$1.8M)
Filed 2026-11-06
Saxony Capital Management, LLC
DECREASED
Shares35,007 from 40,302
Change-5,295 (-13%)
Value$2.2M (-$516.0K)
Filed 2026-10-15
Hanseatic Management Services Inc
DECREASED
Shares34,419 from 36,884
Change-2,465 (-7%)
Value$2.2M (-$322.1K)
Filed 2026-10-27
Orange Investment Advisors, Inc.
INCREASED
Shares33,878 from 33,727
Change+151 (+0%)
Value$2.1M (-$142.9K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
INCREASED
Shares33,471 from 32,034
Change+1,437 (+4%)
Value$2.1M (-$54.2K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares32,920 from 58,049
Change-25,129 (-43%)
Value$2.1M (-$1.8M)
Filed 2026-11-06
Fifth Third Wealth Advisors LLC
INCREASED
Shares32,533 from 27,757
Change+4,776 (+17%)
Value$2.1M (+$175.6K)
Filed 2026-10-22
Midwest Financial Network, LLC
DECREASED
Shares32,111 from 34,472
Change-2,361 (-7%)
Value$2.0M (-$304.7K)
Filed 2026-10-13
Raleigh Capital Management Inc.
INCREASED
Shares32,101 from 29,918
Change+2,183 (+7%)
Value$2.0M (+$2.4K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares31,992 from 42,558
Change-10,566 (-25%)
Value$2.0M (-$858.4K)
Filed 2026-10-28
Alliance Wealth Management Group
DECREASED
Shares31,638 from 33,759
Change-2,121 (-6%)
Value$2.0M (-$286.3K)
Filed 2026-10-29
Inman Jager Wealth Management, LLC
INCREASED
Shares31,013 from 26,326
Change+4,687 (+18%)
Value$2.0M (+$176.5K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares30,061 from 28,969
Change+1,092 (+4%)
Value$1.9M (-$62.1K)
Filed 2026-11-05
Breachway Investments LLC
INCREASED
Shares30,032 from 29,468
Change+564 (+2%)
Value$1.9M (-$97.7K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares29,828 from 29,160
Change+668 (+2%)
Value$1.9M (-$89.7K)
Filed 2026-10-07
Symphony Financial, Ltd. Co.
INCREASED
Shares29,268 from 28,726
Change+542 (+2%)
Value$1.9M (-$72.4K)
Filed 2026-10-22
Downshift Financial, LLC
DECREASED
Shares28,926 from 28,928
Change-2 (0%)
Value$1.8M (-$130.9K)
Filed 2026-10-13
Key FInancial Inc
INCREASED
Shares28,772 from 28,563
Change+209 (+1%)
Value$1.8M (-$115.9K)
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares28,377 from 29,308
Change-931 (-3%)
Value$1.8M (-$191.2K)
Filed 2026-10-29
TKG Advisors, LLC
INCREASED
Shares27,080 from 26,918
Change+162 (+1%)
Value$1.7M (-$111.5K)
Filed 2026-11-02
Clear Investment Research, LLC
INCREASED
Shares26,956 from 26,764
Change+192 (+1%)
Value$1.7M (-$108.9K)
Filed 2026-11-06
Summit Investment Advisory Services, LLC
INCREASED
Shares26,933 from 26,715
Change+218 (+1%)
Value$1.7M (-$107.1K)
Filed 2026-11-03
Navigation Group, LLC
INCREASED
Shares26,860 from 23,443
Change+3,417 (+15%)
Value$1.7M (+$109.4K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
INCREASED
Shares26,035 from 22,318
Change+3,717 (+17%)
Value$1.6M (+$133.4K)
Filed 2026-11-03
Money Concepts Capital Corp
INCREASED
Shares25,762 from 24,358
Change+1,404 (+6%)
Value$1.6M (-$21.6K)
Filed 2026-11-06
Delta Wealth Advisors LLC
INCREASED
Shares25,553 from 24,624
Change+929 (+4%)
Value$1.6M (-$52.7K)
Filed 2026-10-09
Legacy Edge Advisors, LLC
INCREASED
Shares25,084 from 22,068
Change+3,016 (+14%)
Value$1.6M (+$90.4K)
Filed 2026-11-06
Keystone Wealth Services, LLC
DECREASED
Shares24,831 from 25,026
Change-195 (-1%)
Value$1.6M (-$116.5K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares24,507 from 24,762
Change-255 (-1%)
Value$1.5M (-$128.0K)
Filed 2026-10-08
Merit Financial Group, LLC
DECREASED
Shares24,454 from 25,553
Change-1,099 (-4%)
Value$1.5M (-$184.8K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares23,916 from 25,403
Change-1,487 (-6%)
Value$1.5M (-$208.6K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares23,808 from 24,174
Change-366 (-2%)
Value$1.5M (-$67.7K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares22,871 from 20,816
Change+2,055 (+10%)
Value$1.5M (+$82.1K)
Filed 2026-10-08
Citizens Financial Group Inc
DECREASED
Shares22,736 from 24,895
Change-2,159 (-9%)
Value$1.4M (-$248.6K)
Filed 2026-10-23
Curbstone Financial Management Corp
INCREASED
Shares22,600 from 21,750
Change+850 (+4%)
Value$1.4M (-$44.7K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares22,350 from 22,142
Change+208 (+1%)
Value$1.4M (-$87.0K)
Filed 2026-10-19
Worth Asset Management, LLC
INCREASED
Shares22,329 from 22,292
Change+37 (+0%)
Value$1.4M (-$98.4K)
Filed 2026-10-07
Apollon Financial, LLC
DECREASED
Shares22,309 from 22,468
Change-159 (-1%)
Value$1.4M (-$111.6K)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares22,236 from 21,678
Change+558 (+3%)
Value$1.4M (-$62.8K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares22,215 from 22,104
Change+111 (+1%)
Value$1.4M (-$44.2K)
Filed 2026-10-09
MBM Wealth Consultants, LLC
INCREASED
Shares21,911 from 20,788
Change+1,123 (+5%)
Value$1.4M (-$23.2K)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
INCREASED
Shares21,900 from 21,704
Change+196 (+1%)
Value$1.4M (-$85.7K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares21,792 from 16,278
Change+5,514 (+34%)
Value$1.4M (+$274.0K)
Filed 2026-10-09
Legacy Wealth Partners, LLC
INCREASED
Shares20,620 from 18,516
Change+2,104 (+11%)
Value$1.3M (+$48.9K)
Filed 2026-10-15
Armbruster Capital Management, Inc.
INCREASED
Shares20,262 from 19,727
Change+535 (+3%)
Value$1.3M (-$55.4K)
Filed 2026-10-19
Orba Wealth Advisors, L.L.C.
DECREASED
Shares19,689 from 20,565
Change-876 (-4%)
Value$1.2M (-$148.2K)
Filed 2026-10-23
River Street Advisors LLC
INCREASED
Shares19,447 from 19,186
Change+261 (+1%)
Value$1.2M (-$70.3K)
Filed 2026-10-22
High Probability Advisors, LLC
INCREASED
Shares19,418 from 18,251
Change+1,167 (+6%)
Value$1.2M (-$8.9K)
Filed 2026-10-19
Northwest Wealth Advisors, LLC
DECREASED
Shares19,396 from 19,727
Change-331 (-2%)
Value$1.2M (-$110.0K)
Filed 2026-11-02
Butensky & Cohen Financial Security, Inc
INCREASED
Shares19,326 from 19,088
Change+238 (+1%)
Value$1.2M (-$71.3K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares19,087 from 19,732
Change-645 (-3%)
Value$1.2M (-$104.6K)
Filed 2026-11-02
Fell Capital Management
DECREASED
Shares19,065 from 19,207
Change-142 (-1%)
Value$1.2M (-$95.8K)
Filed 2026-10-09
Trinity Wealth Management, LLC
INCREASED
Shares18,872 from 18,100
Change+772 (+4%)
Value$1.2M (-$33.1K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares18,095 from 17,169
Change+926 (+5%)
Value$1.1M (-$19.2K)
Filed 2026-10-15
Kavar Capital Partners Group, LLC
DECREASED
Shares17,431 from 17,513
Change-82 (0%)
Value$1.1M (-$84.3K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
NEW
Shares17,264
Change+17,264
Value$1.1M
Filed 2026-10-20
Capital Management Associates, Inc
INCREASED
Shares17,235 from 17,194
Change+41 (+0%)
Value$1.1M (-$75.2K)
Filed 2026-10-20
SFG Wealth Management, Llc.
INCREASED
Shares17,124 from 16,619
Change+505 (+3%)
Value$1.1M (-$43.3K)
Filed 2026-10-23
Richardson Financial Services Inc.
INCREASED
Shares16,923 from 16,908
Change+15 (+0%)
Value$1.1M (-$75.5K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares16,828 from 16,889
Change-61 (0%)
Value$1.1M (-$80.2K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares16,750 from 14,847
Change+1,903 (+13%)
Value$1.1M (+$52.9K)
Filed 2026-10-19
Advisor Resource Council
DECREASED
Shares16,743 from 27,518
Change-10,775 (-39%)
Value$1.1M (-$767.3K)
Filed 2026-11-05
Sharkey, Howes & Javer
DECREASED
Shares16,729 from 18,780
Change-2,051 (-11%)
Value$1.1M (-$214.2K)
Filed 2026-10-22
Aldebaran Financial Inc.
INCREASED
Shares16,462 from 16,092
Change+370 (+2%)
Value$1.0M (-$49.4K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares16,448 from 17,272
Change-824 (-5%)
Value$1.0M (-$130.0K)
Filed 2026-10-15
Valpey Financial Services, LLC
INCREASED
Shares16,419 from 15,179
Change+1,240 (+8%)
Value$1.0M (+$9.5K)
Filed 2026-10-30
Retirement Planning Co of New England, Inc.
UNCHANGED
Shares16,332 from 16,332
Change0 (0%)
Value$1.0M (-$73.8K)
Filed 2026-10-15
Grey Ledge Advisors, LLC
INCREASED
Shares16,149 from 16,137
Change+12 (+0%)
Value$1.0M (-$72.2K)
Filed 2026-11-02
Duncker Streett & Co Inc
DECREASED
Shares16,143 from 16,183
Change-40 (0%)
Value$1.0M (-$75.7K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
DECREASED
Shares16,054 from 17,604
Change-1,550 (-9%)
Value$1.0M (-$177.3K)
Filed 2026-11-02
Orin Green Financial, LLC
DECREASED
Shares15,953 from 16,095
Change-142 (-1%)
Value$1.0M (-$81.7K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares15,855 from 15,608
Change+247 (+2%)
Value$999.5K (-$55.0K)
Filed 2026-10-20
Flagship Private Wealth, LLC
INCREASED
Shares15,819 from 13,965
Change+1,854 (+13%)
Value$997.2K (+$53.7K)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
INCREASED
Shares15,319 from 12,648
Change+2,671 (+21%)
Value$965.7K (+$111.2K)
Filed 2026-11-03
Balance Wealth Partners LLC
DECREASED
Shares14,652 from 16,832
Change-2,180 (-13%)
Value$923.7K (-$213.5K)
Filed 2026-10-27
Krilogy Financial LLC
DECREASED
Shares14,581 from 14,774
Change-193 (-1%)
Value$934.4K (-$63.8K)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares14,550 from 13,342
Change+1,208 (+9%)
Value$917.2K (+$15.9K)
Filed 2026-10-19
Financial Management Network Inc
DECREASED
Shares14,507 from 14,731
Change-224 (-2%)
Value$932.8K (-$42.2K)
Filed 2026-10-09
BIP Wealth, LLC
DECREASED
Shares14,424 from 16,620
Change-2,196 (-13%)
Value$909.3K (-$213.5K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares14,362 from 13,007
Change+1,355 (+10%)
Value$918.9K (+$52.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares14,362 from 13,007
Change+1,355 (+10%)
Value$918.9K (+$52.7K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
DECREASED
Shares14,049 from 14,858
Change-809 (-5%)
Value$885.6K (-$118.2K)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares13,731 from 10,231
Change+3,500 (+34%)
Value$865.6K (+$174.4K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares13,539 from 12,037
Change+1,502 (+12%)
Value$862.0K (+$48.8K)
Filed 2026-11-05
Fusion Family Wealth, LLC
UNCHANGED
Shares13,539 from 13,539
Change0 (0%)
Value$853.5K (-$61.2K)
Filed 2026-11-02
HUB Investment Partners, LLC
DECREASED
Shares13,100 from 15,559
Change-2,459 (-16%)
Value$825.8K (-$225.3K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares13,070 from 11,490
Change+1,580 (+14%)
Value$823.9K (+$47.6K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares13,035 from 13,026
Change+9 (+0%)
Value$821.7K (-$58.3K)
Filed 2026-10-16
VCI Wealth Management LLC
DECREASED
Shares12,842 from 14,469
Change-1,627 (-11%)
Value$809.6K (-$168.0K)
Filed 2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares12,490 from 12,390
Change+100 (+1%)
Value$787.4K (-$49.7K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares12,384 from 10,217
Change+2,167 (+21%)
Value$780.7K (+$90.4K)
Filed 2026-10-28
Sage Mountain Advisors LLC
UNCHANGED
Shares12,313 from 12,313
Change0 (0%)
Value$776.2K (-$55.7K)
Filed 2026-11-02
ERn Financial, LLC
INCREASED
Shares12,217 from 11,884
Change+333 (+3%)
Value$770.1K (-$32.7K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
DECREASED
Shares12,212 from 12,229
Change-17 (0%)
Value$769.8K (-$56.4K)
Filed 2026-10-06
Watershed Private Wealth LLC
DECREASED
Shares12,168 from 13,620
Change-1,452 (-11%)
Value$767.1K (-$153.1K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares12,136 from 11,125
Change+1,011 (+9%)
Value$765.1K (+$13.5K)
Filed 2026-11-04
Spartan Planning & Wealth Management
INCREASED
Shares12,116 from 5,985
Change+6,131 (+102%)
Value$763.8K (+$359.4K)
Filed 2026-10-13
Fortitude Family Office, LLC
DECREASED
Shares11,967 from 12,340
Change-373 (-3%)
Value$754.4K (-$79.3K)
Filed 2026-10-14
Garrett Wealth Advisory Group, LLC
INCREASED
Shares11,824 from 11,652
Change+172 (+1%)
Value$745.4K (-$41.8K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares11,581 from 9,817
Change+1,764 (+18%)
Value$730.1K (+$66.8K)
Filed 2026-10-19
Ethic Inc.
NEW
Shares11,491
Change+11,491
Value$724.4K
Filed 2026-11-03
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares11,401 from 11,401
Change0 (0%)
Value$718.7K (-$51.5K)
Filed 2026-10-09
Investment Planning Advisors, Inc.
INCREASED
Shares11,318 from 10,769
Change+549 (+5%)
Value$713.5K (-$14.1K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares11,217 from 9,790
Change+1,427 (+15%)
Value$707.1K (+$45.7K)
Filed 2026-11-06
International Private Wealth Advisors LLC
INCREASED
Shares11,165 from 11,038
Change+127 (+1%)
Value$703.8K (-$41.9K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares11,109 from 11,320
Change-211 (-2%)
Value$700.3K (-$64.5K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares11,038 from 11,643
Change-605 (-5%)
Value$693.0K (-$92.6K)
Filed 2026-11-06
Ascent Group, LLC
DECREASED
Shares11,028 from 11,245
Change-217 (-2%)
Value$695.2K (-$64.5K)
Filed 2026-10-30
Level Four Advisory Services, LLC
INCREASED
Shares11,001 from 10,226
Change+775 (+8%)
Value$693.5K (+$2.6K)
Filed 2026-11-06
Trek Financial, LLC
NEW
Shares10,708
Change+10,708
Value$675.0K
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares10,625 from 10,136
Change+489 (+5%)
Value$669.8K (-$15.0K)
Filed 2026-10-14
71 West Capital Partners
UNCHANGED
Shares10,404 from 10,404
Change0 (0%)
Value$655.9K (-$47.0K)
Filed 2026-11-04
Mystic Asset Management, Inc.
INCREASED
Shares10,330 from 8,065
Change+2,265 (+28%)
Value$651.2K (+$106.3K)
Filed 2026-10-15
Simon Quick Advisors, LLC
UNCHANGED
Shares10,190 from 10,190
Change0 (0%)
Value$642.4K (-$46.1K)
Filed 2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED
Shares10,165 from 10,165
Change0 (0%)
Value$640.8K (-$45.9K)
Filed 2026-10-23
Smart Wealth LLC
DECREASED
Shares10,077 from 22,233
Change-12,156 (-55%)
Value$635.3K (-$866.8K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED
Shares9,898 from 8,709
Change+1,189 (+14%)
Value$623.9K (+$35.6K)
Filed 2026-11-06
Westco Advisory Services Inc
DECREASED
Shares9,847 from 10,127
Change-280 (-3%)
Value$620.8K (-$63.4K)
Filed 2026-10-14
Gilpin Wealth Management, LLC
DECREASED
Shares9,666 from 9,991
Change-325 (-3%)
Value$609.3K (-$65.6K)
Filed 2026-10-09
Paladin Wealth, LLC
INCREASED
Shares9,558 from 7,281
Change+2,277 (+31%)
Value$602.5K (+$110.6K)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares9,469 from 9,452
Change+17 (+0%)
Value$596.9K (-$41.7K)
Filed 2026-10-15
Arkansas Financial Group, Inc.
DECREASED
Shares9,406 from 9,554
Change-148 (-2%)
Value$593.0K (-$52.5K)
Filed 2026-10-26
Securian Asset Management, Inc
INCREASED
Shares9,000 from 5,450
Change+3,550 (+65%)
Value$567.4K (+$206.7K)
Filed 2026-11-06
Spinnaker Investment Group, LLC
INCREASED
Shares8,808 from 6,666
Change+2,142 (+32%)
Value$555.3K (+$104.9K)
Filed 2026-10-13
Americana Partners, LLC
UNCHANGED
Shares8,631 from 8,631
Change0 (0%)
Value$544.1K (-$39.0K)
Filed 2026-10-28
Claro Advisors Inc.
INCREASED
Shares8,417 from 8,352
Change+65 (+1%)
Value$530.6K (-$33.6K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares8,414 from 8,746
Change-332 (-4%)
Value$530.4K (-$60.5K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
INCREASED
Shares8,209 from 8,111
Change+98 (+1%)
Value$517.5K (-$29.7K)
Filed 2026-10-28
Red Mountain Financial, LLC
INCREASED
Shares8,183 from 6,044
Change+2,139 (+35%)
Value$515.9K (+$107.5K)
Filed 2026-11-03
Leslie Global Wealth, LLC
INCREASED
Shares8,109 from 8,073
Change+36 (+0%)
Value$511.2K (-$34.2K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares8,079 from 7,814
Change+265 (+3%)
Value$509.3K (-$18.6K)
Filed 2026-10-22
Narus Financial Partners, LLC
DECREASED
Shares7,897 from 9,367
Change-1,470 (-16%)
Value$497.8K (-$135.0K)
Filed 2026-10-19
October Effect Ltd
INCREASED
Shares7,885 from 6,983
Change+902 (+13%)
Value$497.1K (+$25.3K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares7,659 from 7,708
Change-49 (-1%)
Value$482.8K (-$37.9K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
INCREASED
Shares7,649 from 6,535
Change+1,114 (+17%)
Value$482.2K (+$40.7K)
Filed 2026-10-26
Integrity Wealth Partners, LLC
NEW
Shares7,618
Change+7,618
Value$480.3K
Filed 2026-10-14
WealthPoint Financial, LLC
DECREASED
Shares7,582 from 7,669
Change-87 (-1%)
Value$478.0K (-$40.1K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares7,473 from 5,274
Change+2,199 (+42%)
Value$471.1K (+$114.8K)
Filed 2026-10-27
Falcon Wealth Planning
UNCHANGED
Shares7,467 from 7,467
Change0 (0%)
Value$470.7K (-$33.8K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares7,456 from 7,625
Change-169 (-2%)
Value$470.0K (-$45.1K)
Filed 2026-11-05
Hidden Cove Wealth Management, LLC
DECREASED
Shares7,388 from 7,890
Change-502 (-6%)
Value$465.7K (-$67.3K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares7,172 from 7,105
Change+67 (+1%)
Value$452.1K (-$27.9K)
Filed 2026-11-03
Ironwood Wealth Management, Llc.
DECREASED
Shares7,169 from 7,602
Change-433 (-6%)
Value$452.0K (-$61.7K)
Filed 2026-10-28
UMB Bank, n.a.
INCREASED
Shares7,164 from 7,121
Change+43 (+1%)
Value$451.6K (-$29.5K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares6,981 from 10,788
Change-3,807 (-35%)
Value$440.1K (-$288.8K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
DECREASED
Shares6,981 from 7,038
Change-57 (-1%)
Value$440.1K (-$35.4K)
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares6,949 from 7,639
Change-690 (-9%)
Value$438.1K (-$78.0K)
Filed 2026-11-05
Thompson Davis & Co., Inc.
DECREASED
Shares6,880 from 7,630
Change-750 (-10%)
Value$433.7K (-$81.8K)
Filed 2026-11-05
Washington Trust Co
INCREASED
Shares6,831 from 6,799
Change+32 (+0%)
Value$430.6K (-$28.7K)
Filed 2026-10-22
Values Added Financial LLC
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$422.1K (-$30.3K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares6,684 from 6,704
Change-20 (0%)
Value$421.3K (-$31.6K)
Filed 2026-10-23
Harmony Asset Management LLC
INCREASED
Shares6,630 from 6,315
Change+315 (+5%)
Value$418.0K (-$8.7K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares6,609 from 6,577
Change+32 (+0%)
Value$416.6K (-$27.7K)
Filed 2026-11-05
Piedmont Capital Management, LLC
NEW
Shares6,432
Change+6,432
Value$405.5K
Filed 2026-10-21
Stegent Equity Advisors, Inc.
UNCHANGED
Shares6,427 from 6,427
Change0 (0%)
Value$405.2K (-$29.1K)
Filed 2026-10-13
Sigma Planning Corp
UNCHANGED
Shares6,413 from 6,413
Change0 (0%)
Value$404.3K (-$29.0K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares6,361 from 4,505
Change+1,856 (+41%)
Value$401.0K (+$96.6K)
Filed 2026-10-08
Nations Financial Group Inc,
DECREASED
Shares6,336 from 6,393
Change-57 (-1%)
Value$399.4K (-$32.5K)
Filed 2026-11-05
Shoker Investment Counsel, Inc.
NEW
Shares6,298
Change+6,298
Value$397.0K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,196 from 6,151
Change+45 (+1%)
Value$390.6K (-$25.0K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares6,135 from 6,362
Change-227 (-4%)
Value$386.8K (-$43.0K)
Filed 2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares6,132 from 6,497
Change-365 (-6%)
Value$386.6K (-$52.4K)
Filed 2026-10-14
Old Second National Bank of Aurora
DECREASED
Shares6,120 from 6,332
Change-212 (-3%)
Value$385.8K (-$42.0K)
Filed 2026-10-22
Legacy Financial Strategies, LLC
INCREASED
Shares6,113 from 6,109
Change+4 (+0%)
Value$385.4K (-$27.4K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares6,097 from 6,076
Change+21 (+0%)
Value$384.4K (-$17.7K)
Filed 2026-11-02
Planning Strategies Inc.
DECREASED
Shares5,997 from 6,010
Change-13 (0%)
Value$378.0K (-$28.0K)
Filed 2026-10-02
Fisher Asset Management, LLC
NEW
Shares5,952
Change+5,952
Value$375.3K
Filed 2026-11-06
Marion Wealth Management
INCREASED
Shares5,944 from 5,678
Change+266 (+5%)
Value$374.7K (-$8.9K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
DECREASED
Shares5,864 from 6,183
Change-319 (-5%)
Value$369.7K (-$48.0K)
Filed 2026-10-19
Jordan Park Group LLC
DECREASED
Shares5,686 from 6,442
Change-756 (-12%)
Value$358.4K (-$76.8K)
Filed 2026-11-06
SigFig Wealth Management, LLC
DECREASED
Shares5,658 from 5,663
Change-5 (0%)
Value$356.7K (-$22.9K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,571 from 2,958
Change+2,613 (+88%)
Value$351.2K (+$151.4K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares5,565 from 5,606
Change-41 (-1%)
Value$350.8K (+$18.8K)
Filed 2026-10-13
Landmark Wealth Management, LLC
DECREASED
Shares5,549 from 6,607
Change-1,058 (-16%)
Value$349.8K (-$96.5K)
Filed 2026-11-03
Acropolis Investment Management, LLC
INCREASED
Shares5,487 from 4,929
Change+558 (+11%)
Value$345.9K (+$12.9K)
Filed 2026-10-08
Integris Wealth Management, LLC
INCREASED
Shares5,478 from 5,367
Change+111 (+2%)
Value$345.3K (-$17.3K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$342.9K (-$24.6K)
Filed 2026-10-21
Quartz Partners, LLC
INCREASED
Shares5,422 from 5,087
Change+335 (+7%)
Value$341.8K (-$1.9K)
Filed 2026-11-03
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares5,377 from 4,508
Change+869 (+19%)
Value$339.0K (+$34.4K)
Filed 2026-11-05
APS Management Group, Inc.
DECREASED
Shares5,257 from 5,433
Change-176 (-3%)
Value$331.4K (-$35.7K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
INCREASED
Shares5,234 from 5,109
Change+125 (+2%)
Value$329 (-$344.7K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,220 from 5,552
Change-332 (-6%)
Value$329.1K (-$46.0K)
Filed 2026-10-13
Roman Butler Fullerton & Co
INCREASED
Shares5,213 from 5,201
Change+12 (+0%)
Value$330.6K (-$12.2K)
Filed 2026-10-27
Aureum Wealth Management, LLC
DECREASED
Shares5,196 from 5,202
Change-6 (0%)
Value$327.6K (-$23.9K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$322 (-$23)
Filed 2026-10-27
Grey Fox Wealth Advisors, LLC
INCREASED
Shares5,095 from 3,813
Change+1,282 (+34%)
Value$321.2K (+$63.5K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
INCREASED
Shares5,070 from 4,115
Change+955 (+23%)
Value$329.6K (+$51.6K)
Filed 2026-11-02
Vested Financial Planning, LLC
NEW
Shares5,040
Change+5,040
Value$317.7K
Filed 2026-10-28
Mattern Wealth Management LLC
UNCHANGED
Shares4,906 from 4,906
Change0 (0%)
Value$309.3K (-$22.2K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
DECREASED
Shares4,826 from 4,981
Change-155 (-3%)
Value$304.2K (-$32.3K)
Filed 2026-10-20
Optimist Retirement Group LLC
INCREASED
Shares4,823 from 4,820
Change+3 (+0%)
Value$304.1K (-$21.6K)
Filed 2026-10-30
Decision Investments, Inc
UNCHANGED
Shares4,810 from 4,810
Change0 (0%)
Value$303.2K (-$21.7K)
Filed 2026-10-07
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares4,802 from 4,896
Change-94 (-2%)
Value$302.7K (-$28.1K)
Filed 2026-10-30
Ironwood Financial, llc
UNCHANGED
Shares4,798 from 4,798
Change0 (0%)
Value$302.5K (-$13.8K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares4,712 from 4,744
Change-32 (-1%)
Value$297.1K (-$23.4K)
Filed 2026-10-08
Amicus Financial Advisors, LLC
DECREASED
Shares4,701 from 4,793
Change-92 (-2%)
Value$296.4K (-$27.5K)
Filed 2026-11-03
Diligent Investors, LLC
INCREASED
Shares4,681 from 4,680
Change+1 (+0%)
Value$295.1K (-$21.1K)
Filed 2026-10-21
SMI Advisory Services, LLC
UNCHANGED
Shares4,636 from 4,636
Change0 (0%)
Value$298.2K (-$12.0K)
Filed 2026-10-13
Fullerton Advisors, LLC
INCREASED
Shares4,583 from 4,567
Change+16 (+0%)
Value$288.9K (-$19.6K)
Filed 2026-10-14
Investmark Advisory Group LLC
UNCHANGED
Shares4,534 from 4,534
Change0 (0%)
Value$285.8K (-$20.5K)
Filed 2026-10-27
Altrius Capital Management Inc
INCREASED
Shares4,487 from 4,402
Change+85 (+2%)
Value$282.9K (-$14.6K)
Filed 2026-11-05
AMI Investment Management Inc
NEW
Shares4,479
Change+4,479
Value$282.4K
Filed 2026-10-27
Dynamic Financial Group
INCREASED
Shares4,310 from 4,309
Change+1 (+0%)
Value$271.7K (-$19.4K)
Filed 2026-10-28
Absolute Capital Management, LLC
INCREASED
Shares4,259 from 4,214
Change+45 (+1%)
Value$268.5K (-$16.2K)
Filed 2026-10-16
Essex Bank
INCREASED
Shares4,218 from 3,134
Change+1,084 (+35%)
Value$265.9K (+$54.2K)
Filed 2026-10-16
DWM Financial Group, Inc.
NEW
Shares4,213
Change+4,213
Value$265.6K
Filed 2026-10-28
Eclectic Associates Inc
DECREASED
Shares4,191 from 4,311
Change-120 (-3%)
Value$264.2K (-$27.0K)
Filed 2026-10-09
Moors & Cabot, Inc.
DECREASED
Shares4,101 from 4,313
Change-212 (-5%)
Value$258.5K (-$32.9K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares4,078 from 3,550
Change+528 (+15%)
Value$257.1K (+$17.2K)
Filed 2026-10-26
Norden Group LLC
DECREASED
Shares4,072 from 4,304
Change-232 (-5%)
Value$256.7K (-$34.1K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares3,992 from 15,435
Change-11,443 (-74%)
Value$251.6K (-$791.2K)
Filed 2026-11-05
True North Advisors, LLC
UNCHANGED
Shares3,992 from 3,992
Change0 (0%)
Value$251.7K (-$18.0K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares3,971 from 3,419
Change+552 (+16%)
Value$250.3K (+$19.4K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares3,953
Change+3,953
Value$249.2K
Filed 2026-10-26
Capstone Wealth Management Group, LLC
INCREASED
Shares3,949 from 3,433
Change+516 (+15%)
Value$225.9K (-$6.1K)
Filed 2026-11-05
Latitude Advisors, LLC
DECREASED
Shares3,904 from 5,105
Change-1,201 (-24%)
Value$246.1K (-$98.8K)
Filed 2026-10-27
Tranquility Partners, LLC
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$246.0K (-$17.6K)
Filed 2026-10-20
Denver PWM, LLC
UNCHANGED
Shares3,853 from 3,853
Change0 (0%)
Value$242.9K (-$22.7K)
Filed 2026-10-22
Old Port Advisors
DECREASED
Shares3,849 from 4,205
Change-356 (-8%)
Value$242.6K (-$41.4K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares3,847 from 3,786
Change+61 (+2%)
Value$242.5K (-$13.3K)
Filed 2026-11-05
Collaborative Capital Advisors LLC
NEW
Shares3,829
Change+3,829
Value$241.4K
Filed 2026-11-06
Balboa Wealth Partners
DECREASED
Shares3,827 from 3,860
Change-33 (-1%)
Value$241.3K (-$19.5K)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares3,803 from 5,124
Change-1,321 (-26%)
Value$239.7K (-$106.5K)
Filed 2026-11-03
Rockline Wealth Management, LLC
INCREASED
Shares3,753 from 3,694
Change+59 (+2%)
Value$236.6K (-$13.0K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares3,750 from 3,499
Change+251 (+7%)
Value$236.4K (+$7)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares3,716 from 3,716
Change0 (0%)
Value$234.3K (-$16.8K)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares3,683 from 3,518
Change+165 (+5%)
Value$232.2K (-$5.5K)
Filed 2026-10-29
Vestment Financial LLC
UNCHANGED
Shares3,679 from 3,679
Change0 (0%)
Value$231.6K (-$12.4K)
Filed 2026-10-13
ForthRight Wealth Management, LLC
UNCHANGED
Shares3,636 from 3,636
Change0 (0%)
Value$229.2K (-$16.4K)
Filed 2026-11-06
My Personal CFO, LLC
DECREASED
Shares3,627 from 4,228
Change-601 (-14%)
Value$228.6K (-$57.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
NEW
Shares3,575
Change+3,575
Value$225.4K
Filed 2026-10-20
Westside Investment Management, Inc.
DECREASED
Shares3,559 from 3,868
Change-309 (-8%)
Value$228.8K (-$32.5K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares3,557 from 4,121
Change-564 (-14%)
Value$224.3K (-$54.1K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
INCREASED
Shares3,557 from 3,538
Change+19 (+1%)
Value$224.3K (-$14.8K)
Filed 2026-10-29
Guardian Wealth Advisors, LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$227.4K (-$12.1K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares3,532 from 3,076
Change+456 (+15%)
Value$222.7K (+$14.8K)
Filed 2026-10-28
Uptown Financial Advisors LLC
UNCHANGED
Shares3,513 from 3,513
Change0 (0%)
Value$221.5K (-$15.9K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares3,501 from 1,811
Change+1,690 (+93%)
Value$220.7K (+$98.3K)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$220.6K (-$15.8K)
Filed 2026-10-20
American Financial & TAX Strategies Inc
UNCHANGED
Shares3,484 from 3,484
Change0 (0%)
Value$219.6K (-$15.7K)
Filed 2026-10-16
ETF Store, Inc.
INCREASED
Shares3,478 from 3,471
Change+7 (+0%)
Value$219.3K (-$15.2K)
Filed 2026-10-19
Montis Financial, LLC
INCREASED
Shares3,450 from 3,442
Change+8 (+0%)
Value$217.5K (-$15.1K)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares3,443
Change+3,443
Value$217.0K
Filed 2026-10-14
Global Assets Advisory, LLC
INCREASED
Shares3,440 from 3,304
Change+136 (+4%)
Value$223.1K (+$939)
Filed 2026-10-28
Integrity Alliance, Llc.
NEW
Shares3,402
Change+3,402
Value$214.5K
Filed 2026-10-29
YHB Investment Advisors, Inc.
INCREASED
Shares3,392 from 3,293
Change+99 (+3%)
Value$213.8K (-$8.6K)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares3,391 from 3,177
Change+214 (+7%)
Value$215.9K (+$3.2K)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
DECREASED
Shares3,360 from 3,471
Change-111 (-3%)
Value$213.4K (-$13.3K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares3,331 from 3,331
Change0 (0%)
Value$225.1K ($0)
Filed 2026-10-26
Hofer & Associates. Inc
NEW
Shares3,299
Change+3,299
Value$208.0K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares3,299 from 3,159
Change+140 (+4%)
Value$208.0K (-$5.4K)
Filed 2026-10-14
Triad Wealth Partners, LLC
NEW
Shares3,258
Change+3,258
Value$205.4K
Filed 2026-10-26
JGP Wealth Management, LLC
UNCHANGED
Shares3,239 from 3,239
Change0 (0%)
Value$204.2K (-$14.6K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
UNCHANGED
Shares3,231 from 3,231
Change0 (0%)
Value$203.7K (-$14.6K)
Filed 2026-10-19
Headland Capital, LLC
NEW
Shares3,219
Change+3,219
Value$202.9K
Filed 2026-11-06
CWA Asset Management Group, LLC
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$202.4K (-$14.5K)
Filed 2026-10-19
Matauro, LLC
INCREASED
Shares3,199 from 3,192
Change+7 (+0%)
Value$201.7K (-$14.0K)
Filed 2026-11-03
Phillips Financial Management, LLC
UNCHANGED
Shares3,195 from 3,195
Change0 (0%)
Value$201.4K (-$14.4K)
Filed 2026-10-19
One Wealth Capital Management, LLC
DECREASED
Shares3,188 from 3,276
Change-88 (-3%)
Value$201.0K (-$20.4K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares3,186
Change+3,186
Value$200.8K
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares3,167 from 3,159
Change+8 (+0%)
Value$199.7K (-$13.7K)
Filed 2026-10-15
POM Investment Strategies, LLC
INCREASED
Shares2,796 from 2,308
Change+488 (+21%)
Value$176.3K (+$20.3K)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares2,699 from 8,720
Change-6,021 (-69%)
Value$170.1K (-$419.0K)
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$169.2K (-$12.1K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares2,601 from 2,622
Change-21 (-1%)
Value$164.0K (-$13.2K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
INCREASED
Shares2,577 from 2,297
Change+280 (+12%)
Value$162.5K (+$7.3K)
Filed 2026-10-16
Rossmore Private Capital
DECREASED
Shares2,319 from 2,519
Change-200 (-8%)
Value$146.2K (-$24.0K)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares2,088
Change+2,088
Value$131.6K
Filed 2026-10-30
Tompkins Financial Corp
DECREASED
Shares2,017 from 2,052
Change-35 (-2%)
Value$127.2K (-$11.5K)
Filed 2026-10-05
SYM Financial Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$126.1K (-$9.0K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares1,996 from 1,714
Change+282 (+16%)
Value$125.8K (+$10.0K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,963
Change+1,963
Value$123.7K
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares1,955 from 1,950
Change+5 (+0%)
Value$123.3K (-$8.5K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares1,947 from 3,594
Change-1,647 (-46%)
Value$122.7K (-$120.1K)
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$112.0K (-$8.0K)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$95.4K (-$6.8K)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$94.9K (-$6.8K)
Filed 2026-10-07
Pinnacle Bancorp, Inc.
NEW
Shares1,432
Change+1,432
Value$90.3K
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$88.6K (-$6.4K)
Filed 2026-10-23
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$85 (-$90.9K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares1,329 from 105
Change+1,224 (+1166%)
Value$83.8K (+$76.7K)
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$77.4K (-$5.6K)
Filed 2026-10-19
SBI Securities Co., Ltd.
INCREASED
Shares1,208 from 1,205
Change+3 (+0%)
Value$76.2K (-$5.3K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares1,087
Change+1,087
Value$68.5K
Filed 2026-10-30
American National Bank & Trust
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$66.8K (-$4.8K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
INCREASED
Shares1,032 from 906
Change+126 (+14%)
Value$65.1K (+$3.9K)
Filed 2026-11-03
DecisionPoint Financial, LLC
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$61.3K (-$3.2K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares924 from 910
Change+14 (+2%)
Value$58.2K (-$3.3K)
Filed 2026-10-13
Polaris Financial Partners
NEW
Shares797
Change+797
Value$51
Filed 2026-10-02
Trust Co
INCREASED
Shares756 from 331
Change+425 (+128%)
Value$47.7K (+$25.3K)
Filed 2026-10-09
Central Trust Co
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$46.1K (-$3.3K)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$44.5K (-$3.2K)
Filed 2026-10-08
Citigroup Inc
INCREASED
Shares699 from 256
Change+443 (+173%)
Value$44.1K (+$26.8K)
Filed 2026-11-04
Collier Financial
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$43.5K (-$3.1K)
Filed 2026-11-06
Winch Advisory Services, LLC
INCREASED
Shares686 from 683
Change+3 (+0%)
Value$43.2K (-$2.9K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
DECREASED
Shares683 from 776
Change-93 (-12%)
Value$43.1K (-$9.4K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares656 from 1,236
Change-580 (-47%)
Value$41 (-$42)
Filed 2026-10-02
Foresight Capital Management Advisors, Inc.
NEW
Shares613
Change+613
Value$38.6K
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares577 from 581
Change-4 (-1%)
Value$36.4K (-$2.9K)
Filed 2026-10-28
StrongBox Wealth, LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$34.5K (-$2.5K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares518 from 516
Change+2 (+0%)
Value$32.7K (-$2.2K)
Filed 2026-10-15
Independence Bank of Kentucky
NEW
Shares506
Change+506
Value$31.9K
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$30.3K (-$2.2K)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$27.0K (-$1.9K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares426 from 175
Change+251 (+143%)
Value$26.9K (+$15.0K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares364 from 230
Change+134 (+58%)
Value$23.0K (+$7.4K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$22.7K (-$1.5K)
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares346 from 304
Change+42 (+14%)
Value$22 (+$1)
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares333
Change+333
Value$21.0K
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares324 from 24
Change+300 (+1250%)
Value$20.5K (+$18.8K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares319 from 118
Change+201 (+170%)
Value$20.1K (+$12.1K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
INCREASED
Shares317 from 278
Change+39 (+14%)
Value$20.0K (+$1.2K)
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
NEW
Shares306
Change+306
Value$19.3K
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$19.0K (-$1.4K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares268
Change+268
Value$16.9K
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$16.9K (-$1.2K)
Filed 2026-10-28
Clark Wealth Partners
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$16.8K (-$1.2K)
Filed 2026-10-19
Coston, McIsaac & Partners
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$16.5K (+$16.5K)
Filed 2026-11-06
Zions Bancorporation, National Association
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$16.2K (-$1.2K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW
Shares250
Change+250
Value$15.8K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares246 from 617
Change-371 (-60%)
Value$15.5K (-$26.2K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$15.0K (-$1.1K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$14.9K (-$1.1K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares206 from 156
Change+50 (+32%)
Value$13.0K (+$2.4K)
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares205 from 204
Change+1 (+0%)
Value$12.9K (-$905)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$12.5K (-$822)
Filed 2026-10-26
Beacon Financial Strategies Corp
NEW
Shares193
Change+193
Value$12.2K
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$12 (-$1)
Filed 2026-10-14
Carolina Wealth Advisors, LLC
INCREASED
Shares169 from 70
Change+99 (+141%)
Value$10.7K (+$5.9K)
Filed 2026-10-23
Highline Wealth Partners LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$10.0K (-$714)
Filed 2026-10-19
Blueline Advisors LLC
INCREASED
Shares153 from 147
Change+6 (+4%)
Value$9.6K (-$276)
Filed 2026-10-15
New England Capital Financial Advisors LLC
NEW
Shares149
Change+149
Value$9.4K
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares139
Change+139
Value$8.8K
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares135
Change+135
Value$8.7K
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares129
Change+129
Value$8.1K
Filed 2026-10-29
Bfsg, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$7.9K (-$565)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares121
Change+121
Value$7.6K
Filed 2026-11-02
Reap Financial Group, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$6.5K (-$466)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.7K (-$406)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$5.5K (-$398)
Filed 2026-11-03
Bullock Wealth Management Group
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$5.6K (-$287)
Filed 2026-10-09
IMG Wealth Management, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$4.6K (-$330)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$4.6K (-$196)
Filed 2026-10-09
Frankly Finances, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.3K (-$307)
Filed 2026-10-28
Navigoe, LLC
NEW
Shares66
Change+66
Value$4
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.5K (-$248)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares51 from 42
Change+9 (+21%)
Value$3.2K (+$378)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Community Bank, N.A.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.8K (-$204)
Filed 2026-11-06
Fiduciary Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.9K (-$195)
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares39
Change+39
Value$2.5K
Filed 2026-10-29
Robbins Farley
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.3K (-$167)
Filed 2026-10-21
Breakwater Investment Management
DECREASED
Shares32 from 90
Change-58 (-64%)
Value$2.0K (-$4.1K)
Filed 2026-10-20
Fortis Group Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.3K (-$90)
Filed 2026-11-06
Realta Investment Advisors
DECREASED
Shares18 from 513
Change-495 (-96%)
Value$1.1K (-$33.5K)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$946 (-$67)
Filed 2026-11-04
Networth Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$883 (-$63)
Filed 2026-11-03
Community Financial Services Group, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$446 (-$23)
Filed 2026-10-15
RHL Group, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$126 (-$10)
Filed 2026-11-04
Retirement Financial Solutions, LLC
CLOSED
Shares0 from 202,058
Change-202,058 (-100%)
Value$0 (-$13.7M)
Filed 2026-10-20
Transcendent Capital Group LLC
CLOSED
Shares0 from 29,240
Change-29,240 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Stablepoint Partners, LLC
CLOSED
Shares0 from 6,409
Change-6,409 (-100%)
Value$0 (-$433.0K)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,849
Change-5,849 (-100%)
Value$0 (-$390.0K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 5,116
Change-5,116 (-100%)
Value$0 (-$345.6K)
Filed 2026-10-14
Wlth Capital Management, LLC
CLOSED
Shares0 from 4,856
Change-4,856 (-100%)
Value$0 (-$328.1K)
Filed 2026-10-20
McAdam, LLC
CLOSED
Shares0 from 4,234
Change-4,234 (-100%)
Value$0 (-$286.0K)
Filed 2026-10-21
HB Wealth Management, LLC
CLOSED
Shares0 from 3,698
Change-3,698 (-100%)
Value$0 (-$249.8K)
Filed 2026-10-23
Silverlake Wealth Management LLC
CLOSED
Shares0 from 3,636
Change-3,636 (-100%)
Value$0 (-$245.6K)
Filed 2026-10-21
Procyon Advisors, LLC
CLOSED
Shares0 from 3,369
Change-3,369 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-21
Zenith Solutions, Inc.
CLOSED
Shares0 from 3,217
Change-3,217 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-19
Nilsine Partners, LLC
CLOSED
Shares0 from 3,180
Change-3,180 (-100%)
Value$0 (-$214.8K)
Filed 2026-11-02
Maia Wealth LLC
CLOSED
Shares0 from 3,081
Change-3,081 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-19
Koesten, Hirschmann & Crabtree, Inc.
CLOSED
Shares0 from 2,978
Change-2,978 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,613
Change-1,613 (-100%)
Value$0 (-$109.0K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 1,095
Change-1,095 (-100%)
Value$0 (-$72.7K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$60.5K)
Filed 2026-10-29
Go Invest LLC
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-26
Maseco LLP
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-27
Tucker Asset Management LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-29
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-14
Evolution Advisers, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$270)
Filed 2026-10-30
Betterment LLC
N/A
Shares— from 18,865,773
Change-18,865,773 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,659,408
Change-8,659,408 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,488,056
Change-4,488,056 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,893,545
Change-3,893,545 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,803,253
Change-2,803,253 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,918,268
Change-1,918,268 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,714,902
Change-1,714,902 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,648,164
Change-1,648,164 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,574,014
Change-1,574,014 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,535,784
Change-1,535,784 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,518,548
Change-1,518,548 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,492,239
Change-1,492,239 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 1,419,072
Change-1,419,072 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 1,410,470
Change-1,410,470 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,294,582
Change-1,294,582 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,223,685
Change-1,223,685 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,215,987
Change-1,215,987 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,050,971
Change-1,050,971 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 920,576
Change-920,576 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 908,750
Change-908,750 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 856,429
Change-856,429 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 778,352
Change-778,352 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 740,863
Change-740,863 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 732,536
Change-732,536 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 729,476
Change-729,476 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 714,469
Change-714,469 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 703,911
Change-703,911 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 687,948
Change-687,948 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 516,571
Change-516,571 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 514,000
Change-514,000 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 497,764
Change-497,764 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 491,126
Change-491,126 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 479,984
Change-479,984 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 478,595
Change-478,595 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 442,361
Change-442,361 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 442,350
Change-442,350 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 435,087
Change-435,087 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 433,583
Change-433,583 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 421,419
Change-421,419 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 398,855
Change-398,855 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 390,075
Change-390,075 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 385,267
Change-385,267 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 378,745
Change-378,745 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 378,182
Change-378,182 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 357,197
Change-357,197 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 336,945
Change-336,945 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 333,055
Change-333,055 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 325,592
Change-325,592 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 317,015
Change-317,015 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 307,321
Change-307,321 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 294,514
Change-294,514 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 273,796
Change-273,796 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 258,787
Change-258,787 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 257,591
Change-257,591 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 255,712
Change-255,712 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 247,468
Change-247,468 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 238,587
Change-238,587 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 236,358
Change-236,358 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 222,569
Change-222,569 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 219,884
Change-219,884 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 209,980
Change-209,980 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 207,189
Change-207,189 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 201,214
Change-201,214 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 198,631
Change-198,631 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 185,267
Change-185,267 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 184,506
Change-184,506 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 184,170
Change-184,170 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 174,182
Change-174,182 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 173,924
Change-173,924 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 170,413
Change-170,413 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 165,486
Change-165,486 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 157,262
Change-157,262 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 152,978
Change-152,978 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 150,364
Change-150,364 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 145,749
Change-145,749 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 144,356
Change-144,356 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 143,428
Change-143,428 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 141,684
Change-141,684 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 137,072
Change-137,072 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 136,530
Change-136,530 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 131,050
Change-131,050 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 121,818
Change-121,818 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 121,526
Change-121,526 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 118,600
Change-118,600 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 117,806
Change-117,806 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 117,507
Change-117,507 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 116,316
Change-116,316 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 115,961
Change-115,961 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 111,806
Change-111,806 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 106,538
Change-106,538 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 105,895
Change-105,895 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 105,712
Change-105,712 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 105,431
Change-105,431 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 104,595
Change-104,595 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 103,795
Change-103,795 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 99,737
Change-99,737 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 98,382
Change-98,382 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 98,368
Change-98,368 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 96,691
Change-96,691 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 94,662
Change-94,662 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 92,979
Change-92,979 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 87,462
Change-87,462 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 86,842
Change-86,842 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 86,560
Change-86,560 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 80,847
Change-80,847 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 79,919
Change-79,919 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 78,154
Change-78,154 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 75,776
Change-75,776 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 74,102
Change-74,102 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 73,748
Change-73,748 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 72,858
Change-72,858 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 70,329
Change-70,329 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 66,787
Change-66,787 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,692
Change-61,692 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 57,041
Change-57,041 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 57,026
Change-57,026 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 55,762
Change-55,762 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 54,711
Change-54,711 (-100%)
Value—
&partners
N/A
Shares— from 53,087
Change-53,087 (-100%)
Value—
FMR LLC
N/A
Shares— from 52,255
Change-52,255 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 50,339
Change-50,339 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 50,206
Change-50,206 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 50,139
Change-50,139 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 48,879
Change-48,879 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 48,150
Change-48,150 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 48,013
Change-48,013 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 46,687
Change-46,687 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 45,709
Change-45,709 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 41,417
Change-41,417 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 40,963
Change-40,963 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 37,726
Change-37,726 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 34,334
Change-34,334 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 33,930
Change-33,930 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 33,790
Change-33,790 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 32,481
Change-32,481 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 31,035
Change-31,035 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30,675
Change-30,675 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,540
Change-29,540 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 29,462
Change-29,462 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 29,064
Change-29,064 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 28,575
Change-28,575 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 28,299
Change-28,299 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 28,083
Change-28,083 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,769
Change-27,769 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 27,711
Change-27,711 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,644
Change-27,644 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,332
Change-27,332 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 27,039
Change-27,039 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 26,940
Change-26,940 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 26,887
Change-26,887 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 26,293
Change-26,293 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 26,284
Change-26,284 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 25,948
Change-25,948 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 24,302
Change-24,302 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,238
Change-23,238 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 22,967
Change-22,967 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 22,016
Change-22,016 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 21,235
Change-21,235 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 20,647
Change-20,647 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 20,599
Change-20,599 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 20,027
Change-20,027 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 19,911
Change-19,911 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,504
Change-19,504 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 19,350
Change-19,350 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 18,572
Change-18,572 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,224
Change-18,224 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 18,149
Change-18,149 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 18,096
Change-18,096 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 16,728
Change-16,728 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 16,697
Change-16,697 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,559
Change-16,559 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,517
Change-16,517 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 16,021
Change-16,021 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 15,331
Change-15,331 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 14,955
Change-14,955 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 14,484
Change-14,484 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,428
Change-14,428 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,261
Change-14,261 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 14,167
Change-14,167 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 13,617
Change-13,617 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 13,566
Change-13,566 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 12,793
Change-12,793 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 12,747
Change-12,747 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,894
Change-10,894 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,786
Change-9,786 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,487
Change-9,487 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 9,339
Change-9,339 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,083
Change-9,083 (-100%)
Value—
Motco
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,708
Change-8,708 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 7,532
Change-7,532 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 982
Change-982 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 969
Change-969 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 806
Change-806 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 496
Change-496 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Rogco, LP
N/A
Shares— from 318
Change-318 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Centennial Bank
N/A
Shares— from 153
Change-153 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 82
Change-82 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 52
Change-52 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 31
Change-31 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 27
Change-27 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 27
Change-27 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 27
Change-27 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 22
Change-22 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
INCREASED105,352,214101,248,410+4,103,804+4%$6.8B$6.6B-$198.9M2026-11-02
LPL Financial LLC
INCREASED14,589,20113,456,379+1,132,822+8%$909.1M$919.7M+$10.6M2026-11-06
Valmark Advisers, Inc.
INCREASED7,423,7207,099,453+324,267+5%$479.6M$468.0M-$11.6M2026-11-06
Facet Wealth, Inc.
INCREASED3,060,4672,636,343+424,124+16%$178.1M$192.9M+$14.8M2026-11-04
First Command Advisory Services, Inc.
INCREASED2,349,4992,038,889+310,610+15%$137.7M$148.1M+$10.4M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED1,317,3101,230,591+86,719+7%$83.1M$83.0M-$95.5K2026-10-21
Cornerstone Wealth Management, LLC
DECREASED1,098,6781,107,956-9,278-1%$74.9M$69.3M-$5.6M2026-11-04
Greenleaf Trust
INCREASED1,042,848984,218+58,630+6%$66.5M$65.7M-$752.6K2026-10-29
Auto-Owners Insurance Co
UNCHANGED1,040,0001,040,00000%$70.2M$65.6M-$4.7M2026-10-15
Farther Finance Advisors, LLC
INCREASED947,740892,359+55,381+6%$60.3M$59.7M-$535.1K2026-10-08
Oarsman Capital, Inc.
INCREASED896,063642,059+254,004+40%$43.4M$56.5M+$13.1M2026-11-05
Vicus Capital
DECREASED874,058927,780-53,722-6%$62.7M$55.1M-$7.6M2026-11-05
Jnba Financial Advisors
INCREASED832,452815,885+16,567+2%$55.1M$52.5M-$2.6M2026-11-03
1900 Wealth Management LLC
INCREASED829,178774,635+54,543+7%$52.3M$52.3M-$63.0K2026-10-13
Bokf, NA
INCREASED827,539827,035+504+0%$55.9M$52.2M-$3.7M2026-10-27
RKL Wealth Management LLC
INCREASED810,331720,231+90,100+13%$48.7M$51.1M+$2.4M2026-10-16
AlphaStar Capital Management, LLC
INCREASED791,370741,916+49,454+7%$50.1M$49.9M-$235.9K2026-10-16
Peterson Wealth Advisors, LLC
INCREASED778,920748,284+30,636+4%$50.6M$49.1M-$1.5M2026-10-08
Thrivent Financial for Lutherans
INCREASED720,553625,213+95,340+15%$42.2M$45.4K-$42.2M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED655,531498,535+156,996+31%$22.6M$31.7M+$9.1M2026-10-13
Atlas Private Wealth Advisors
INCREASED567,873559,902+7,971+1%$37.8M$35.8M-$2.0M2026-10-23
Gerber Kawasaki Wealth & Investment Management
INCREASED561,937522,957+38,980+7%$35.3M$35.4M+$93.6K2026-10-29
TSG Advice Partners, LLC
NEW541,217—+541,217——$36.6M—2026-10-29
Cahaba Wealth Management, Inc.
INCREASED470,389467,183+3,206+1%$31.6M$29.7M-$1.9M2026-10-26
Assetmark, Inc
DECREASED455,943457,527-1,5840%$30.9M$28.7M-$2.2M2026-10-21
Evermay Wealth Management LLC
INCREASED404,656370,105+34,551+9%$25.0M$25.5M+$505.2K2026-11-05
Integrity Advisory Solutions, LLC
DECREASED402,178407,945-5,767-1%$27.6M$25.4M-$2.2M2026-10-29
First National Trust Co
DECREASED397,151397,969-8180%$26.9M$25.0M-$1.9M2026-10-28
International City Management Association Retirement Corp
NEW379,104—+379,104——$23.9M—2026-10-26
Marathon Strategic Advisors, LLC
INCREASED367,746343,706+24,040+7%$23.2M$23.2M-$38.1K2026-10-20
Reston Wealth Management LLC
DECREASED338,331344,616-6,285-2%$23.3M$21.3M-$2.0M2026-10-29
RFG Advisory, LLC
DECREASED324,714325,572-8580%$22.0M$20.5M-$1.5M2026-11-03
Shepherd Financial Partners LLC
INCREASED324,630303,394+21,236+7%$20.5M$20.5M-$32.6K2026-11-03
New Perspectives, Inc
INCREASED318,874306,457+12,417+4%$20.7M$20.1M-$602.4K2026-10-14
Allworth Financial LP
INCREASED308,765292,169+16,596+6%$19.7M$20.9M+$1.1M2026-11-06
Avior Wealth Management, LLC
INCREASED295,747290,317+5,430+2%$19.6M$18.6M-$969.9K2026-10-13
Commonwealth Equity Services, LLC
INCREASED294,642223,245+71,397+32%$15.1M$18.6M+$3.5M2026-11-02
James T. Borello RIA
INCREASED285,264262,201+23,063+9%$17.7M$18.0M+$268.8K2026-10-16
Savant Capital, LLC
DECREASED284,693595,107-310,414-52%$37.7M$17.9M-$19.7M2026-11-06
Fifth Third Bancorp
DECREASED275,140277,214-2,074-1%$18.7M$17.3M-$1.4M2026-11-05
Montz Harcus Wealth Management LLC
INCREASED261,586257,179+4,407+2%$17.4M$16.5M-$884.6K2026-10-09
Bensler, LLC
INCREASED260,183247,497+12,686+5%$16.7M$16.4M-$319.0K2026-11-05
Lido Advisors, LLC
DECREASED258,953265,663-6,710-3%$17.9M$16.3M-$1.6M2026-11-04
Venture Visionary Partners LLC
DECREASED257,445257,868-4230%$17.4M$16.2M-$1.2M2026-10-07
IAG Wealth Partners, LLC
INCREASED237,793222,817+14,976+7%$15.1M$15.0M-$63.1K2026-11-06
Higgins & Schmidt Wealth Strategies LLC
DECREASED229,146229,878-7320%$15.5M$14.4M-$1.1M2026-10-26
Park Avenue Securities LLC
INCREASED226,660224,715+1,945+1%$15.2M$14.3K-$15.2M2026-10-26
WBH Advisory Inc
DECREASED208,804210,799-1,995-1%$14.2M$13.2M-$1.1M2026-11-05
Citizens & Northern Corp
DECREASED207,413208,139-7260%$14.1M$13.1M-$986.6K2026-11-06
Gradient Investments LLC
INCREASED195,020175,260+19,760+11%$11.8M$12.3M+$453.5K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED193,964206,473-12,509-6%$13.9M$12.2K-$13.9M2026-11-02
FF Advisors,LLC
INCREASED191,545191,508+37+0%$12.9M$12.1M-$863.3K2026-10-21
Nottingham Advisors, Inc.
INCREASED175,853159,243+16,610+10%$11.2M$11.2M-$22.3K2026-10-29
XY Planning Network, Inc.
DECREASED173,467174,104-6370%$11.8M$10.9M-$827.1K2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED172,765172,640+125+0%$11.7M$10.9M-$772.5K2026-11-04
CGN Advisors LLC
INCREASED168,139164,377+3,762+2%$11.1M$10.6M-$505.8K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED160,155158,018+2,137+1%$10.5M$10.2M-$237.8K2026-10-13
Collaborative Wealth Managment Inc.
DECREASED160,129164,588-4,459-3%$11.1M$10.1M-$1.0M2026-11-06
Retiremitten Financial LLC
INCREASED154,808144,168+10,640+7%$9.7M$9.9M+$204.9K2026-11-05
Wealth Management Resources, Inc.
INCREASED153,922153,069+853+1%$10.3M$9.7M-$638.1K2026-10-21
Windsor Capital Management, LLC
DECREASED153,416157,413-3,997-3%$10.6M$9.7M-$963.5K2026-10-13
Private Wealth Group, LLC
INCREASED149,645145,167+4,478+3%$9.8M$9.4M-$373.9K2026-10-19
Carnegie Investment Counsel
INCREASED149,538137,400+12,138+9%$9.3M$9.4M+$144.1K2026-10-20
KWB Wealth
INCREASED148,811139,488+9,323+7%$9.4M$9.4M-$42.8K2026-10-16
Avidian Wealth Enterprises, LLC
NEW148,661—+148,661——$9.4M—2026-10-08
Spectrum Advisors, Inc.
INCREASED143,861134,313+9,548+7%$9.1M$9.1M-$5.2K2026-11-03
Waller Financial Planning Group, Inc
DECREASED141,256151,413-10,157-7%$10.2M$8.9M-$1.3M2026-10-07
Chicago Partners Investment Group LLC
INCREASED139,531133,388+6,143+5%$8.8M$8.8M+$28.0K2026-10-27
Inspire Trust Co, N.A.
INCREASED138,921130,612+8,309+6%$8.8M$8.8M-$66.6K2026-11-05
AF Advisors, Inc.
UNCHANGED128,000128,00000%$8.6M$8.1M-$578.6K2026-11-06
Consolidated Capital Management, LLC
INCREASED123,911123,123+788+1%$8.3M$7.8M-$506.8K2026-10-13
Jacksonville Wealth Management, LLC
INCREASED121,27398,537+22,736+23%$6.7M$7.6M+$987.8K2026-10-30
Flagship Harbor Advisors, LLC
INCREASED119,17084,917+34,253+40%$5.7M$7.5M+$1.8M2026-10-26
Louisiana State Employees Retirement System
DECREASED118,800183,100-64,300-35%$12.4M$7.5M-$4.9M2026-10-20
Evergreen Capital Management LLC
UNCHANGED117,044117,04400%$7.9M$7.4M-$529.0K2026-10-23
Resonant Capital Advisors, LLC
INCREASED114,516111,770+2,746+2%$7.6M$7.2M-$332.1K2026-10-15
Bill Few Associates, Inc.
INCREASED110,717107,104+3,613+3%$7.2M$7.0M-$256.4K2026-10-09
AlphaCore Capital LLC
DECREASED110,110130,423-20,313-16%$8.8M$6.9M-$1.9M2026-11-04
Verus Capital Partners, LLC
INCREASED108,093104,209+3,884+4%$7.0M$6.8M-$226.2K2026-11-03
Modera Wealth Management, LLC
INCREASED107,891106,893+998+1%$7.2M$6.8M-$420.3K2026-10-28
Independent Financial Group, LLC
DECREASED107,514108,925-1,411-1%$7.4M$6.8M-$581.3K2026-10-13
Pinkerton Wealth, LLC
INCREASED106,908102,672+4,236+4%$6.1M$6.7M+$659.2K2026-10-29
Pecaut & Co.
INCREASED106,078105,452+626+1%$7.1M$6.7M-$437.1K2026-10-27
True Freedom Investing, LLC
INCREASED101,12896,433+4,695+5%$5.7M$6.4M+$664.3K2026-10-29
First Premier Bank
UNCHANGED98,07098,07000%$6.6K$6.2K-$4442026-10-13
Robinswood Financial LLC
INCREASED91,69385,604+6,089+7%$5.8M$5.8M+$31.7K2026-10-20
Wealth Advisory Solutions, LLC
DECREASED91,51393,474-1,961-2%$6.3M$5.8M-$546.2K2026-10-20
Register Financial Advisors LLC
INCREASED90,94188,790+2,151+2%$6.0M$5.7M-$265.7K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED88,92175,960+12,961+17%$5.1M$5.6M+$473.7K2026-10-16
Foronjy Financial LLC
INCREASED88,69280,146+8,546+11%$5.4M$5.6M+$176.4K2026-10-14
National Wealth Management Group, LLC
INCREASED88,47559,856+28,619+48%$4.0M$5.6M+$1.5M2026-10-26
Truefg, LLC
INCREASED86,29684,928+1,368+2%$5.7M$5.4M-$297.7K2026-10-15
Truist Financial Corp
INCREASED84,16283,729+433+1%$5.7M$5.3M-$351.2K2026-10-30
Signal Advisors Wealth, LLC
INCREASED83,96372,202+11,761+16%$4.9M$5.3M+$415.1K2026-10-13
Tradewinds Capital Management, LLC
INCREASED83,85177,891+5,960+8%$5.3M$5.3M+$23.7K2026-10-23
Stewardship Advisors, LLC
INCREASED83,40482,890+514+1%$5.6M$5.3M-$342.2K2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED78,60068,100+10,500+15%$4.6M$5.0M+$354.1K2026-10-29
Jacobi Capital Management LLC
INCREASED76,33970,343+5,996+9%$4.8M$4.8M+$60.1K2026-11-05
Apollon Wealth Management, LLC
INCREASED75,38572,139+3,246+5%$4.9M$4.8M-$121.4K2026-10-23
Tilia Fiduciary Partners, Inc.
INCREASED74,50265,756+8,746+13%$4.4M$4.7M+$254.2K2026-10-09
Lynx Investment Advisory
INCREASED72,27163,180+9,091+14%$4.3M$4.6M+$287.5K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED72,19272,981-789-1%$4.9M$4.6M-$379.4K2026-10-30
Luken Investment Analytics, LLC
INCREASED72,12071,712+408+1%$4.8M$4.5M-$298.4K2026-11-06
Pachira Investments Inc.
DECREASED71,98179,477-7,496-9%$5.4M$4.5M-$831.8K2026-10-14
Compass Wealth Management LLC
INCREASED71,86066,090+5,770+9%$4.5M$4.5M+$65.0K2026-10-22
Landmark Wealth Management, Inc.
INCREASED71,08068,863+2,217+3%$4.7M$4.5M-$171.5K2026-11-04
Benchmark Financial, LLC
INCREASED70,85768,015+2,842+4%$4.6M$4.5M-$128.3K2026-10-16
Intrua Financial, LLC
INCREASED70,48545,239+25,246+56%$3.1M$4.4M+$1.4M2026-10-28
Bank of New York Mellon Corp
INCREASED65,46356,554+8,909+16%$3.8M$4.1M+$306.1K2026-11-05
Post Resch Tallon Group Inc.
INCREASED64,20460,612+3,592+6%$4.1M$4.0M-$47.5K2026-10-09
Aspetuck Financial Management LLC
DECREASED63,51663,723-2070%$4.3M$4.0M-$301.1K2026-11-04
Blueprint Investment Partners LLC
DECREASED62,37672,654-10,278-14%$4.9M$3.9M-$976.3K2026-10-28
Syntegra Private Wealth Group, LLC
DECREASED62,05168,313-6,262-9%$4.6M$3.9M-$703.5K2026-10-13
Financial Solutions Advisory Group, Inc.
DECREASED61,63962,355-716-1%$4.1M$3.9M-$230.0K2026-10-28
Simplicity Wealth,LLC
INCREASED61,44759,567+1,880+3%$4.0M$3.9M-$150.7K2026-10-23
Chemung Canal Trust Co
UNCHANGED60,99460,99400%$4.1M$3.8M-$275.7K2026-11-04
Moneco Advisors, LLC
INCREASED60,94953,314+7,635+14%$3.6M$3.8M+$240.3K2026-11-05
G&S Capital LLC
DECREASED60,33262,931-2,599-4%$4.3M$3.8M-$448.3K2026-10-23
United Asset Strategies, Inc.
INCREASED59,66656,282+3,384+6%$3.8M$3.8M-$41.1K2026-10-28
Power Wealth Management LLC
INCREASED58,28252,354+5,928+11%$3.5M$3.7M+$137.1K2026-10-27
Atria Investments, Inc
INCREASED56,91156,386+525+1%$3.8M$3.6M-$221.8K2026-10-15
Nadler Financial Group, Inc.
INCREASED55,64244,428+11,214+25%$3.0M$3.5M+$506.1K2026-10-23
IFP Advisors, Inc
INCREASED55,35353,255+2,098+4%$3.6M$3.5M-$108.5K2026-10-16
Kagan Cocozza Asset Management
DECREASED55,20657,678-2,472-4%$3.9M$3.5M-$416.5K2026-10-19
Breakwater Capital Group
INCREASED54,83850,245+4,593+9%$3.4M$3.5M+$62.5K2026-10-09
Lutz Financial Services LLC
INCREASED54,7459,264+45,481+491%$625.9K$3.5M+$2.8M2026-11-06
Kestra Advisory Services, LLC
INCREASED54,26740,509+13,758+34%$2.7M$3.4M+$684.2K2026-11-02
Crestwood Advisors Group, LLC
INCREASED53,99952,305+1,694+3%$3.5M$3.4M-$129.7K2026-10-27
Stevens Capital Partners
INCREASED53,89350,987+2,906+6%$3.4M$3.4M-$47.3K2026-10-29
Walkner Condon Financial Advisors LLC
DECREASED53,55054,824-1,274-2%$3.7M$3.4M-$328.1K2026-11-02
NovaPoint Capital, LLC
DECREASED53,26253,272-100%$3.6M$3.4M-$241.4K2026-10-22
Wealthcare Capital Partners, LLC
INCREASED53,20849,981+3,227+6%$3.4M$3.4M-$22.5K2026-10-21
Naples Global Advisors, LLC
INCREASED52,34351,605+738+1%$3.5M$3.3M-$186.7K2026-11-05
Tandem Investment Partners LLC
INCREASED52,20051,340+860+2%$3.5M$3.3M-$177.8K2026-10-16
Aspire Private Capital, LLC
DECREASED51,53251,774-2420%$3.5M$3.2M-$249.3K2026-11-05
ARQ Wealth Advisors, LLC
DECREASED50,89751,859-962-2%$3.4M$3.2M-$231.3K2026-10-29
AdvisorNet Financial, Inc
INCREASED50,47349,971+502+1%$3.4M$3.2M-$180.6K2026-10-15
Retirement Planning Group, LLC
INCREASED49,63349,576+57+0%$3.3M$3.1M-$220.4K2026-10-19
Shum Financial Group, Inc.
DECREASED47,79747,975-1780%$3.2M$3.0M-$228.1K2026-10-13
Hibernia Wealth Partners, LLC
INCREASED47,69745,633+2,064+5%$3.1M$3.0M-$76.1K2026-10-29
Destiny Capital Corp
DECREASED47,41148,662-1,251-3%$3.3M$3.0M-$298.8K2026-11-03
Semitam Bonam LLC
INCREASED47,33943,106+4,233+10%$2.9M$3.0M+$72.0K2026-10-27
Range Financial Group LLC
DECREASED46,55647,723-1,167-2%$3.2M$2.9M-$289.3K2026-10-21
Carroll Advisory Group, LLC
DECREASED45,99646,616-620-1%$3.1M$2.9M-$249.8K2026-10-16
Golden State Wealth Management, LLC
DECREASED45,22545,932-707-2%$3.1M$2.9M-$252.2K2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED43,67743,359+318+1%$2.9M$2.8M-$176.0K2026-10-27
Kohmann Bosshard Financial Services, LLC
DECREASED43,18043,219-390%$2.9M$2.7M-$197.8K2026-11-04
Cyndeo Wealth Partners, LLC
NEW41,723—+41,723——$2.6M—2026-10-16
Sima Wealth Partners, LLC
INCREASED41,48140,008+1,473+4%$2.7M$2.6M-$88.0K2026-10-19
Towercrest Capital Management
DECREASED41,29043,507-2,217-5%$2.9M$2.6M-$336.4K2026-10-23
21 West Wealth Management LLC
DECREASED40,84142,238-1,397-3%$2.9M$2.6M-$279.0K2026-10-13
MMA Asset Management LLC
INCREASED40,75137,012+3,739+10%$2.5M$2.6M+$68.4K2026-11-02
Financial Enhancement Group LLC
DECREASED38,97939,204-225-1%$2.6M$2.5M-$163.3K2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED38,66939,058-389-1%$2.6M$2.4M-$201.1K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED37,98435,979+2,005+6%$2.4M$2.4M-$36.2K2026-10-23
S.A. Mason LLC
INCREASED37,83336,783+1,050+3%$2.5M$2.4M-$100.1K2026-10-13
Wealthcare Capital Management LLC
DECREASED37,31939,302-1,983-5%$2.7M$2.4M-$302.7K2026-10-21
Crescent Grove Advisors, LLC
INCREASED36,13235,678+454+1%$2.4M$2.3M-$132.6K2026-10-21
Rainier Family Wealth Inc
INCREASED36,06532,695+3,370+10%$2.2M$2.3M+$64.6K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED35,80132,996+2,805+9%$2.2M$2.3M+$27.7K2026-11-05
Vise Technologies, Inc.
INCREASED35,65626,380+9,276+35%$1.8M$2.2M+$465.5K2026-10-29
Zinnia Wealth Advisory, LLC
DECREASED35,09259,526-24,434-41%$4.0M$2.2M-$1.8M2026-11-06
Saxony Capital Management, LLC
DECREASED35,00740,302-5,295-13%$2.7M$2.2M-$516.0K2026-10-15
Hanseatic Management Services Inc
DECREASED34,41936,884-2,465-7%$2.5M$2.2M-$322.1K2026-10-27
Orange Investment Advisors, Inc.
INCREASED33,87833,727+151+0%$2.3M$2.1M-$142.9K2026-10-23
Meridian Financial Advisors, LLC
INCREASED33,47132,034+1,437+4%$2.2M$2.1M-$54.2K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED32,92058,049-25,129-43%$3.9M$2.1M-$1.8M2026-11-06
Fifth Third Wealth Advisors LLC
INCREASED32,53327,757+4,776+17%$1.9M$2.1M+$175.6K2026-10-22
Midwest Financial Network, LLC
DECREASED32,11134,472-2,361-7%$2.3M$2.0M-$304.7K2026-10-13
Raleigh Capital Management Inc.
INCREASED32,10129,918+2,183+7%$2.0M$2.0M+$2.4K2026-10-28
Blueprint Financial Advisors LLC
DECREASED31,99242,558-10,566-25%$2.9M$2.0M-$858.4K2026-10-28
Alliance Wealth Management Group
DECREASED31,63833,759-2,121-6%$2.3M$2.0M-$286.3K2026-10-29
Inman Jager Wealth Management, LLC
INCREASED31,01326,326+4,687+18%$1.8M$2.0M+$176.5K2026-11-05
Rossby Financial, LCC
INCREASED30,06128,969+1,092+4%$2.0M$1.9M-$62.1K2026-11-05
Breachway Investments LLC
INCREASED30,03229,468+564+2%$2.0M$1.9M-$97.7K2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED29,82829,160+668+2%$2.0M$1.9M-$89.7K2026-10-07
Symphony Financial, Ltd. Co.
INCREASED29,26828,726+542+2%$1.9M$1.9M-$72.4K2026-10-22
Downshift Financial, LLC
DECREASED28,92628,928-20%$2.0M$1.8M-$130.9K2026-10-13
Key FInancial Inc
INCREASED28,77228,563+209+1%$1.9M$1.8M-$115.9K2026-11-02
Virtue Capital Management, LLC
DECREASED28,37729,308-931-3%$2.0M$1.8M-$191.2K2026-10-29
TKG Advisors, LLC
INCREASED27,08026,918+162+1%$1.8M$1.7M-$111.5K2026-11-02
Clear Investment Research, LLC
INCREASED26,95626,764+192+1%$1.8M$1.7M-$108.9K2026-11-06
Summit Investment Advisory Services, LLC
INCREASED26,93326,715+218+1%$1.8M$1.7M-$107.1K2026-11-03
Navigation Group, LLC
INCREASED26,86023,443+3,417+15%$1.6M$1.7M+$109.4K2026-10-28
Tennessee Valley Asset Management Partners
INCREASED26,03522,318+3,717+17%$1.5M$1.6M+$133.4K2026-11-03
Money Concepts Capital Corp
INCREASED25,76224,358+1,404+6%$1.6M$1.6M-$21.6K2026-11-06
Delta Wealth Advisors LLC
INCREASED25,55324,624+929+4%$1.7M$1.6M-$52.7K2026-10-09
Legacy Edge Advisors, LLC
INCREASED25,08422,068+3,016+14%$1.5M$1.6M+$90.4K2026-11-06
Keystone Wealth Services, LLC
DECREASED24,83125,026-195-1%$1.7M$1.6M-$116.5K2026-11-03
CoreCap Advisors, LLC
DECREASED24,50724,762-255-1%$1.7M$1.5M-$128.0K2026-10-08
Merit Financial Group, LLC
DECREASED24,45425,553-1,099-4%$1.7M$1.5M-$184.8K2026-11-06
Larson Financial Group LLC
DECREASED23,91625,403-1,487-6%$1.7M$1.5M-$208.6K2026-11-05
CFS Investment Advisory Services, LLC
DECREASED23,80824,174-366-2%$1.6M$1.5M-$67.7K2026-10-19
Apella Capital, LLC
INCREASED22,87120,816+2,055+10%$1.4M$1.5M+$82.1K2026-10-08
Citizens Financial Group Inc
DECREASED22,73624,895-2,159-9%$1.7M$1.4M-$248.6K2026-10-23
Curbstone Financial Management Corp
INCREASED22,60021,750+850+4%$1.5M$1.4M-$44.7K2026-10-21
Independent Wealth Network Inc.
INCREASED22,35022,142+208+1%$1.5M$1.4M-$87.0K2026-10-19
Worth Asset Management, LLC
INCREASED22,32922,292+37+0%$1.5M$1.4M-$98.4K2026-10-07
Apollon Financial, LLC
DECREASED22,30922,468-159-1%$1.5M$1.4M-$111.6K2026-10-23
BCS Wealth Management
INCREASED22,23621,678+558+3%$1.5M$1.4M-$62.8K2026-11-03
Wedmont Private Capital
INCREASED22,21522,104+111+1%$1.5M$1.4M-$44.2K2026-10-09
MBM Wealth Consultants, LLC
INCREASED21,91120,788+1,123+5%$1.4M$1.4M-$23.2K2026-10-20
Fingerlakes Wealth Management, Inc.
INCREASED21,90021,704+196+1%$1.5M$1.4M-$85.7K2026-11-04
Balefire, LLC
INCREASED21,79216,278+5,514+34%$1.1M$1.4M+$274.0K2026-10-09
Legacy Wealth Partners, LLC
INCREASED20,62018,516+2,104+11%$1.3M$1.3M+$48.9K2026-10-15
Armbruster Capital Management, Inc.
INCREASED20,26219,727+535+3%$1.3M$1.3M-$55.4K2026-10-19
Orba Wealth Advisors, L.L.C.
DECREASED19,68920,565-876-4%$1.4M$1.2M-$148.2K2026-10-23
River Street Advisors LLC
INCREASED19,44719,186+261+1%$1.3M$1.2M-$70.3K2026-10-22
High Probability Advisors, LLC
INCREASED19,41818,251+1,167+6%$1.2M$1.2M-$8.9K2026-10-19
Northwest Wealth Advisors, LLC
DECREASED19,39619,727-331-2%$1.3M$1.2M-$110.0K2026-11-02
Butensky & Cohen Financial Security, Inc
INCREASED19,32619,088+238+1%$1.3M$1.2M-$71.3K2026-10-13
Asset One Wealth Management LLC
DECREASED19,08719,732-645-3%$1.3M$1.2M-$104.6K2026-11-02
Fell Capital Management
DECREASED19,06519,207-142-1%$1.3M$1.2M-$95.8K2026-10-09
Trinity Wealth Management, LLC
INCREASED18,87218,100+772+4%$1.2M$1.2M-$33.1K2026-10-13
Global Financial Private Client, LLC
INCREASED18,09517,169+926+5%$1.2M$1.1M-$19.2K2026-10-15
Kavar Capital Partners Group, LLC
DECREASED17,43117,513-820%$1.2M$1.1M-$84.3K2026-11-06
Benchmark Financial Wealth Advisors, LLC
NEW17,264—+17,264——$1.1M—2026-10-20
Capital Management Associates, Inc
INCREASED17,23517,194+41+0%$1.2M$1.1M-$75.2K2026-10-20
SFG Wealth Management, Llc.
INCREASED17,12416,619+505+3%$1.1M$1.1M-$43.3K2026-10-23
Richardson Financial Services Inc.
INCREASED16,92316,908+15+0%$1.1M$1.1M-$75.5K2026-10-30
Private Trust Co NA
DECREASED16,82816,889-610%$1.1M$1.1M-$80.2K2026-10-20
Sterling Investment Counsel, LLC
INCREASED16,75014,847+1,903+13%$1.0M$1.1M+$52.9K2026-10-19
Advisor Resource Council
DECREASED16,74327,518-10,775-39%$1.8M$1.1M-$767.3K2026-11-05
Sharkey, Howes & Javer
DECREASED16,72918,780-2,051-11%$1.3M$1.1M-$214.2K2026-10-22
Aldebaran Financial Inc.
INCREASED16,46216,092+370+2%$1.1M$1.0M-$49.4K2026-11-06
WealthPlan Investment Management, LLC
DECREASED16,44817,272-824-5%$1.2M$1.0M-$130.0K2026-10-15
Valpey Financial Services, LLC
INCREASED16,41915,179+1,240+8%$1.0M$1.0M+$9.5K2026-10-30
Retirement Planning Co of New England, Inc.
UNCHANGED16,33216,33200%$1.1M$1.0M-$73.8K2026-10-15
Grey Ledge Advisors, LLC
INCREASED16,14916,137+12+0%$1.1M$1.0M-$72.2K2026-11-02
Duncker Streett & Co Inc
DECREASED16,14316,183-400%$1.1M$1.0M-$75.7K2026-10-27
Quadcap Wealth Management, LLC
DECREASED16,05417,604-1,550-9%$1.2M$1.0M-$177.3K2026-11-02
Orin Green Financial, LLC
DECREASED15,95316,095-142-1%$1.1M$1.0M-$81.7K2026-10-19
Trilogy Capital Inc.
INCREASED15,85515,608+247+2%$1.1M$999.5K-$55.0K2026-10-20
Flagship Private Wealth, LLC
INCREASED15,81913,965+1,854+13%$943.5K$997.2K+$53.7K2026-11-05
BlueChip Wealth Advisors LLC
INCREASED15,31912,648+2,671+21%$854.5K$965.7K+$111.2K2026-11-03
Balance Wealth Partners LLC
DECREASED14,65216,832-2,180-13%$1.1M$923.7K-$213.5K2026-10-27
Krilogy Financial LLC
DECREASED14,58114,774-193-1%$998.1K$934.4K-$63.8K2026-10-13
Courier Capital LLC
INCREASED14,55013,342+1,208+9%$901.4K$917.2K+$15.9K2026-10-19
Financial Management Network Inc
DECREASED14,50714,731-224-2%$974.9K$932.8K-$42.2K2026-10-09
BIP Wealth, LLC
DECREASED14,42416,620-2,196-13%$1.1M$909.3K-$213.5K2026-10-22
Diversify Advisory Services, LLC
INCREASED14,36213,007+1,355+10%$866.1K$918.9K+$52.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED14,36213,007+1,355+10%$866.1K$918.9K+$52.7K2026-10-20
Worth Financial Advisory Group, LLC
DECREASED14,04914,858-809-5%$1.0M$885.6K-$118.2K2026-10-19
KPP Advisory Services LLC
INCREASED13,73110,231+3,500+34%$691.2K$865.6K+$174.4K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED13,53912,037+1,502+12%$813.2K$862.0K+$48.8K2026-11-05
Fusion Family Wealth, LLC
UNCHANGED13,53913,53900%$914.7K$853.5K-$61.2K2026-11-02
HUB Investment Partners, LLC
DECREASED13,10015,559-2,459-16%$1.1M$825.8K-$225.3K2026-11-03
Clearstead Advisors, LLC
INCREASED13,07011,490+1,580+14%$776.3K$823.9K+$47.6K2026-11-06
PFG Advisors
INCREASED13,03513,026+9+0%$880.0K$821.7K-$58.3K2026-10-16
VCI Wealth Management LLC
DECREASED12,84214,469-1,627-11%$977.5K$809.6K-$168.0K2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED12,49012,390+100+1%$837.1K$787.4K-$49.7K2026-10-14
Parsons Capital Management Inc
INCREASED12,38410,217+2,167+21%$690.3K$780.7K+$90.4K2026-10-28
Sage Mountain Advisors LLC
UNCHANGED12,31312,31300%$831.9K$776.2K-$55.7K2026-11-02
ERn Financial, LLC
INCREASED12,21711,884+333+3%$802.9K$770.1K-$32.7K2026-10-28
Colton Groome Financial Advisors, LLC
DECREASED12,21212,229-170%$826.2K$769.8K-$56.4K2026-10-06
Watershed Private Wealth LLC
DECREASED12,16813,620-1,452-11%$920.2K$767.1K-$153.1K2026-10-30
Creative Financial Designs Inc
INCREASED12,13611,125+1,011+9%$751.6K$765.1K+$13.5K2026-11-04
Spartan Planning & Wealth Management
INCREASED12,1165,985+6,131+102%$404.4K$763.8K+$359.4K2026-10-13
Fortitude Family Office, LLC
DECREASED11,96712,340-373-3%$833.7K$754.4K-$79.3K2026-10-14
Garrett Wealth Advisory Group, LLC
INCREASED11,82411,652+172+1%$787.2K$745.4K-$41.8K2026-10-22
Lockerman Financial Group, Inc.
INCREASED11,5819,817+1,764+18%$663.3K$730.1K+$66.8K2026-10-19
Ethic Inc.
NEW11,491—+11,491——$724.4K—2026-11-03
Taylor & Morgan Wealth Management, LLC
UNCHANGED11,40111,40100%$770.3K$718.7K-$51.5K2026-10-09
Investment Planning Advisors, Inc.
INCREASED11,31810,769+549+5%$727.6K$713.5K-$14.1K2026-10-14
PNC Financial Services Group, Inc.
INCREASED11,2179,790+1,427+15%$661.4K$707.1K+$45.7K2026-11-06
International Private Wealth Advisors LLC
INCREASED11,16511,038+127+1%$745.7K$703.8K-$41.9K2026-11-05
Fiduciary Alliance LLC
DECREASED11,10911,320-211-2%$764.8K$700.3K-$64.5K2026-10-13
HBK Sorce Advisory LLC
DECREASED11,03811,643-605-5%$785.6K$693.0K-$92.6K2026-11-06
Ascent Group, LLC
DECREASED11,02811,245-217-2%$759.7K$695.2K-$64.5K2026-10-30
Level Four Advisory Services, LLC
INCREASED11,00110,226+775+8%$690.9K$693.5K+$2.6K2026-11-06
Trek Financial, LLC
NEW10,708—+10,708——$675.0K—2026-10-29
Davenport & Co LLC
INCREASED10,62510,136+489+5%$684.8K$669.8K-$15.0K2026-10-14
71 West Capital Partners
UNCHANGED10,40410,40400%$702.9K$655.9K-$47.0K2026-11-04
Mystic Asset Management, Inc.
INCREASED10,3308,065+2,265+28%$544.9K$651.2K+$106.3K2026-10-15
Simon Quick Advisors, LLC
UNCHANGED10,19010,19000%$688.4K$642.4K-$46.1K2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED10,16510,16500%$686.7K$640.8K-$45.9K2026-10-23
Smart Wealth LLC
DECREASED10,07722,233-12,156-55%$1.5M$635.3K-$866.8K2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED9,8988,709+1,189+14%$588.4K$623.9K+$35.6K2026-11-06
Westco Advisory Services Inc
DECREASED9,84710,127-280-3%$684.2K$620.8K-$63.4K2026-10-14
Gilpin Wealth Management, LLC
DECREASED9,6669,991-325-3%$675.0K$609.3K-$65.6K2026-10-09
Paladin Wealth, LLC
INCREASED9,5587,281+2,277+31%$491.9K$602.5K+$110.6K2026-10-23
Goldstein Advisors, LLC
INCREASED9,4699,452+17+0%$638.6K$596.9K-$41.7K2026-10-15
Arkansas Financial Group, Inc.
DECREASED9,4069,554-148-2%$645.5K$593.0K-$52.5K2026-10-26
Securian Asset Management, Inc
INCREASED9,0005,450+3,550+65%$360.7K$567.4K+$206.7K2026-11-06
Spinnaker Investment Group, LLC
INCREASED8,8086,666+2,142+32%$450.4K$555.3K+$104.9K2026-10-13
Americana Partners, LLC
UNCHANGED8,6318,63100%$583.1K$544.1K-$39.0K2026-10-28
Claro Advisors Inc.
INCREASED8,4178,352+65+1%$564.2K$530.6K-$33.6K2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED8,4148,746-332-4%$590.9K$530.4K-$60.5K2026-10-16
Outlook Wealth Advisors, LLC
INCREASED8,2098,111+98+1%$547.2K$517.5K-$29.7K2026-10-28
Red Mountain Financial, LLC
INCREASED8,1836,044+2,139+35%$408.4K$515.9K+$107.5K2026-11-03
Leslie Global Wealth, LLC
INCREASED8,1098,073+36+0%$545.4K$511.2K-$34.2K2026-10-26
Opulen Financial Group LLC
INCREASED8,0797,814+265+3%$527.9K$509.3K-$18.6K2026-10-22
Narus Financial Partners, LLC
DECREASED7,8979,367-1,470-16%$632.8K$497.8K-$135.0K2026-10-19
October Effect Ltd
INCREASED7,8856,983+902+13%$471.8K$497.1K+$25.3K2026-10-20
Harbor Investment Advisory, LLC
DECREASED7,6597,708-49-1%$520.8K$482.8K-$37.9K2026-10-13
Aegis Wealth Management, Inc.
INCREASED7,6496,535+1,114+17%$441.5K$482.2K+$40.7K2026-10-26
Integrity Wealth Partners, LLC
NEW7,618—+7,618——$480.3K—2026-10-14
WealthPoint Financial, LLC
DECREASED7,5827,669-87-1%$518.1K$478.0K-$40.1K2026-11-03
VestGen Advisors, LLC
INCREASED7,4735,274+2,199+42%$356.3K$471.1K+$114.8K2026-10-27
Falcon Wealth Planning
UNCHANGED7,4677,46700%$504.5K$470.7K-$33.8K2026-11-06
US Bancorp \de\
DECREASED7,4567,625-169-2%$515.1K$470.0K-$45.1K2026-11-05
Hidden Cove Wealth Management, LLC
DECREASED7,3887,890-502-6%$533.0K$465.7K-$67.3K2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED7,1727,105+67+1%$480.0K$452.1K-$27.9K2026-11-03
Ironwood Wealth Management, Llc.
DECREASED7,1697,602-433-6%$513.6K$452.0K-$61.7K2026-10-28
UMB Bank, n.a.
INCREASED7,1647,121+43+1%$481.1K$451.6K-$29.5K2026-11-06
Axxcess Wealth Management, LLC
DECREASED6,98110,788-3,807-35%$728.9K$440.1K-$288.8K2026-10-21
Valtinson Bruner Financial Planning LLC
DECREASED6,9817,038-57-1%$475.5K$440.1K-$35.4K2026-11-02
Univest Financial Corp
DECREASED6,9497,639-690-9%$516.1K$438.1K-$78.0K2026-11-05
Thompson Davis & Co., Inc.
DECREASED6,8807,630-750-10%$515.5K$433.7K-$81.8K2026-11-05
Washington Trust Co
INCREASED6,8316,799+32+0%$459.3K$430.6K-$28.7K2026-10-22
Values Added Financial LLC
UNCHANGED6,6966,69600%$452.4K$422.1K-$30.3K2026-10-28
Sowell Financial Services LLC
DECREASED6,6846,704-200%$453.0K$421.3K-$31.6K2026-10-23
Harmony Asset Management LLC
INCREASED6,6306,315+315+5%$426.6K$418.0K-$8.7K2026-10-20
Meridian Wealth Management, LLC
INCREASED6,6096,577+32+0%$444.4K$416.6K-$27.7K2026-11-05
Piedmont Capital Management, LLC
NEW6,432—+6,432——$405.5K—2026-10-21
Stegent Equity Advisors, Inc.
UNCHANGED6,4276,42700%$434.2K$405.2K-$29.1K2026-10-13
Sigma Planning Corp
UNCHANGED6,4136,41300%$433.3K$404.3K-$29.0K2026-10-23
Titleist Asset Management, LLC
INCREASED6,3614,505+1,856+41%$304.4K$401.0K+$96.6K2026-10-08
Nations Financial Group Inc,
DECREASED6,3366,393-57-1%$431.9K$399.4K-$32.5K2026-11-05
Shoker Investment Counsel, Inc.
NEW6,298—+6,298——$397.0K—2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED6,1966,151+45+1%$415.6K$390.6K-$25.0K2026-10-27
Founders Financial Securities LLC
DECREASED6,1356,362-227-4%$429.8K$386.8K-$43.0K2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED6,1326,497-365-6%$438.9K$386.6K-$52.4K2026-10-14
Old Second National Bank of Aurora
DECREASED6,1206,332-212-3%$427.8K$385.8K-$42.0K2026-10-22
Legacy Financial Strategies, LLC
INCREASED6,1136,109+4+0%$412.7K$385.4K-$27.4K2026-10-15
Sentinel Pension Advisors, LLC
INCREASED6,0976,076+21+0%$402.1K$384.4K-$17.7K2026-11-02
Planning Strategies Inc.
DECREASED5,9976,010-130%$406.0K$378.0K-$28.0K2026-10-02
Fisher Asset Management, LLC
NEW5,952—+5,952——$375.3K—2026-11-06
Marion Wealth Management
INCREASED5,9445,678+266+5%$383.6K$374.7K-$8.9K2026-10-22
Acorn Wealth Advisors, LLC
DECREASED5,8646,183-319-5%$417.7K$369.7K-$48.0K2026-10-19
Jordan Park Group LLC
DECREASED5,6866,442-756-12%$435.2K$358.4K-$76.8K2026-11-06
SigFig Wealth Management, LLC
DECREASED5,6585,663-50%$379.6K$356.7K-$22.9K2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED5,5712,958+2,613+88%$199.8K$351.2K+$151.4K2026-11-03
SAX Wealth Advisors, LLC
DECREASED5,5655,606-41-1%$332.0K$350.8K+$18.8K2026-10-13
Landmark Wealth Management, LLC
DECREASED5,5496,607-1,058-16%$446.4K$349.8K-$96.5K2026-11-03
Acropolis Investment Management, LLC
INCREASED5,4874,929+558+11%$333.0K$345.9K+$12.9K2026-10-08
Integris Wealth Management, LLC
INCREASED5,4785,367+111+2%$362.6K$345.3K-$17.3K2026-10-14
Precedent Wealth Partners, LLC
UNCHANGED5,4405,44000%$367.5K$342.9K-$24.6K2026-10-21
Quartz Partners, LLC
INCREASED5,4225,087+335+7%$343.7K$341.8K-$1.9K2026-11-03
Spectrum Planning & Advisory Services Inc.
INCREASED5,3774,508+869+19%$304.5K$339.0K+$34.4K2026-11-05
APS Management Group, Inc.
DECREASED5,2575,433-176-3%$367.1K$331.4K-$35.7K2026-10-14
USAdvisors Wealth Management, LLC
INCREASED5,2345,109+125+2%$345.0K$329-$344.7K2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED5,2205,552-332-6%$375.1K$329.1K-$46.0K2026-10-13
Roman Butler Fullerton & Co
INCREASED5,2135,201+12+0%$342.9K$330.6K-$12.2K2026-10-27
Aureum Wealth Management, LLC
DECREASED5,1965,202-60%$351.5K$327.6K-$23.9K2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED5,1005,10000%$345$322-$232026-10-27
Grey Fox Wealth Advisors, LLC
INCREASED5,0953,813+1,282+34%$257.6K$321.2K+$63.5K2026-11-03
Canvas Wealth Advisors, LLC
INCREASED5,0704,115+955+23%$278.0K$329.6K+$51.6K2026-11-02
Vested Financial Planning, LLC
NEW5,040—+5,040——$317.7K—2026-10-28
Mattern Wealth Management LLC
UNCHANGED4,9064,90600%$331.4K$309.3K-$22.2K2026-11-04
Milestone Asset Management Group, LLC
DECREASED4,8264,981-155-3%$336.5K$304.2K-$32.3K2026-10-20
Optimist Retirement Group LLC
INCREASED4,8234,820+3+0%$325.6K$304.1K-$21.6K2026-10-30
Decision Investments, Inc
UNCHANGED4,8104,81000%$325.0K$303.2K-$21.7K2026-10-07
Barnes Dennig Private Wealth Management LLC
DECREASED4,8024,896-94-2%$330.8K$302.7K-$28.1K2026-10-30
Ironwood Financial, llc
UNCHANGED4,7984,79800%$316.3K$302.5K-$13.8K2026-10-20
Valeo Financial Advisors, LLC
DECREASED4,7124,744-32-1%$320.5K$297.1K-$23.4K2026-10-08
Amicus Financial Advisors, LLC
DECREASED4,7014,793-92-2%$323.8K$296.4K-$27.5K2026-11-03
Diligent Investors, LLC
INCREASED4,6814,680+1+0%$316.2K$295.1K-$21.1K2026-10-21
SMI Advisory Services, LLC
UNCHANGED4,6364,63600%$310.2K$298.2K-$12.0K2026-10-13
Fullerton Advisors, LLC
INCREASED4,5834,567+16+0%$308.5K$288.9K-$19.6K2026-10-14
Investmark Advisory Group LLC
UNCHANGED4,5344,53400%$306.3K$285.8K-$20.5K2026-10-27
Altrius Capital Management Inc
INCREASED4,4874,402+85+2%$297.5K$282.9K-$14.6K2026-11-05
AMI Investment Management Inc
NEW4,479—+4,479——$282.4K—2026-10-27
Dynamic Financial Group
INCREASED4,3104,309+1+0%$291.1K$271.7K-$19.4K2026-10-28
Absolute Capital Management, LLC
INCREASED4,2594,214+45+1%$284.7K$268.5K-$16.2K2026-10-16
Essex Bank
INCREASED4,2183,134+1,084+35%$211.7K$265.9K+$54.2K2026-10-16
DWM Financial Group, Inc.
NEW4,213—+4,213——$265.6K—2026-10-28
Eclectic Associates Inc
DECREASED4,1914,311-120-3%$291.2K$264.2K-$27.0K2026-10-09
Moors & Cabot, Inc.
DECREASED4,1014,313-212-5%$291.4K$258.5K-$32.9K2026-11-06
Lanark Financial, Inc.
INCREASED4,0783,550+528+15%$239.8K$257.1K+$17.2K2026-10-26
Norden Group LLC
DECREASED4,0724,304-232-5%$290.8K$256.7K-$34.1K2026-10-20
Compound Planning, Inc.
DECREASED3,99215,435-11,443-74%$1.0M$251.6K-$791.2K2026-11-05
True North Advisors, LLC
UNCHANGED3,9923,99200%$269.7K$251.7K-$18.0K2026-10-22
Signaturefd, LLC
INCREASED3,9713,419+552+16%$231.0K$250.3K+$19.4K2026-10-23
Leo Wealth, LLC
NEW3,953—+3,953——$249.2K—2026-10-26
Capstone Wealth Management Group, LLC
INCREASED3,9493,433+516+15%$231.9K$225.9K-$6.1K2026-11-05
Latitude Advisors, LLC
DECREASED3,9045,105-1,201-24%$344.9K$246.1K-$98.8K2026-10-27
Tranquility Partners, LLC
UNCHANGED3,9033,90300%$263.7K$246.0K-$17.6K2026-10-20
Denver PWM, LLC
UNCHANGED3,8533,85300%$265.6K$242.9K-$22.7K2026-10-22
Old Port Advisors
DECREASED3,8494,205-356-8%$284.1K$242.6K-$41.4K2026-10-23
Ritholtz Wealth Management
INCREASED3,8473,786+61+2%$255.8K$242.5K-$13.3K2026-11-05
Collaborative Capital Advisors LLC
NEW3,829—+3,829——$241.4K—2026-11-06
Balboa Wealth Partners
DECREASED3,8273,860-33-1%$260.8K$241.3K-$19.5K2026-10-20
Brighton Jones LLC
DECREASED3,8035,124-1,321-26%$346.2K$239.7K-$106.5K2026-11-03
Rockline Wealth Management, LLC
INCREASED3,7533,694+59+2%$249.6K$236.6K-$13.0K2026-10-26
Brookstone Capital Management
INCREASED3,7503,499+251+7%$236.4K$236.4K+$72026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED3,7163,71600%$251.1K$234.3K-$16.8K2026-10-27
Certified Advisory Corp
INCREASED3,6833,518+165+5%$237.7K$232.2K-$5.5K2026-10-29
Vestment Financial LLC
UNCHANGED3,6793,67900%$244.1K$231.6K-$12.4K2026-10-13
ForthRight Wealth Management, LLC
UNCHANGED3,6363,63600%$245.6K$229.2K-$16.4K2026-11-06
My Personal CFO, LLC
DECREASED3,6274,228-601-14%$285.6K$228.6K-$57.0K2026-10-14
Prime Capital Investment Advisors, LLC
NEW3,575—+3,575——$225.4K—2026-10-20
Westside Investment Management, Inc.
DECREASED3,5593,868-309-8%$261.3K$228.8K-$32.5K2026-11-02
Five Oceans Advisors
DECREASED3,5574,121-564-14%$278.4K$224.3K-$54.1K2026-10-22
Summit Wealth Group LLC / Co
INCREASED3,5573,538+19+1%$239.0K$224.3K-$14.8K2026-10-29
Guardian Wealth Advisors, LLC
UNCHANGED3,5453,54500%$239.5K$227.4K-$12.1K2026-10-30
MGO One Seven LLC
INCREASED3,5323,076+456+15%$207.8K$222.7K+$14.8K2026-10-28
Uptown Financial Advisors LLC
UNCHANGED3,5133,51300%$237.3K$221.5K-$15.9K2026-10-15
Russell Investments Group, Ltd.
INCREASED3,5011,811+1,690+93%$122.4K$220.7K+$98.3K2026-11-06
Arlington Trust Co LLC
UNCHANGED3,4993,49900%$236.4K$220.6K-$15.8K2026-10-20
American Financial & TAX Strategies Inc
UNCHANGED3,4843,48400%$235.3K$219.6K-$15.7K2026-10-16
ETF Store, Inc.
INCREASED3,4783,471+7+0%$234.5K$219.3K-$15.2K2026-10-19
Montis Financial, LLC
INCREASED3,4503,442+8+0%$232.5K$217.5K-$15.1K2026-11-04
Advisory Solutions Group, LLC
NEW3,443—+3,443——$217.0K—2026-10-14
Global Assets Advisory, LLC
INCREASED3,4403,304+136+4%$222.2K$223.1K+$9392026-10-28
Integrity Alliance, Llc.
NEW3,402—+3,402——$214.5K—2026-10-29
YHB Investment Advisors, Inc.
INCREASED3,3923,293+99+3%$222.5K$213.8K-$8.6K2026-10-08
International Assets Investment Management, LLC
INCREASED3,3913,177+214+7%$212.8K$215.9K+$3.2K2026-11-02
Kraft, Davis & Associates, LLC
DECREASED3,3603,471-111-3%$226.8K$213.4K-$13.3K2026-10-21
PKS Advisory Services, LLC
UNCHANGED3,3313,33100%$225.1K$225.1K$02026-10-26
Hofer & Associates. Inc
NEW3,299—+3,299——$208.0K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED3,2993,159+140+4%$213.4K$208.0K-$5.4K2026-10-14
Triad Wealth Partners, LLC
NEW3,258—+3,258——$205.4K—2026-10-26
JGP Wealth Management, LLC
UNCHANGED3,2393,23900%$218.8K$204.2K-$14.6K2026-10-13
Fairvoy Private Wealth, LLC
UNCHANGED3,2313,23100%$218.3K$203.7K-$14.6K2026-10-19
Headland Capital, LLC
NEW3,219—+3,219——$202.9K—2026-11-06
CWA Asset Management Group, LLC
UNCHANGED3,2113,21100%$216.9K$202.4K-$14.5K2026-10-19
Matauro, LLC
INCREASED3,1993,192+7+0%$215.7K$201.7K-$14.0K2026-11-03
Phillips Financial Management, LLC
UNCHANGED3,1953,19500%$215.9K$201.4K-$14.4K2026-10-19
One Wealth Capital Management, LLC
DECREASED3,1883,276-88-3%$221.3K$201.0K-$20.4K2026-10-23
StoneX Group Inc.
NEW3,186—+3,186——$200.8K—2026-11-03
Nfsg Corp
INCREASED3,1673,159+8+0%$213.4K$199.7K-$13.7K2026-10-15
POM Investment Strategies, LLC
INCREASED2,7962,308+488+21%$155.9K$176.3K+$20.3K2026-10-20
Gen-Wealth Partners Inc
DECREASED2,6998,720-6,021-69%$589.1K$170.1K-$419.0K2026-11-04
Angeles Wealth Management, LLC
UNCHANGED2,6852,68500%$181.4K$169.2K-$12.1K2026-10-26
Triumph Capital Management
DECREASED2,6012,622-21-1%$177.1K$164.0K-$13.2K2026-10-14
Brown, Lisle Ings, Inc.
INCREASED2,5772,297+280+12%$155.2K$162.5K+$7.3K2026-10-16
Rossmore Private Capital
DECREASED2,3192,519-200-8%$170.2K$146.2K-$24.0K2026-10-27
Team Financial Group, LLC
NEW2,088—+2,088——$131.6K—2026-10-30
Tompkins Financial Corp
DECREASED2,0172,052-35-2%$138.6K$127.2K-$11.5K2026-10-05
SYM Financial Corp
UNCHANGED2,0002,00000%$135.1K$126.1K-$9.0K2026-10-26
Parallel Advisors, LLC
INCREASED1,9961,714+282+16%$115.8K$125.8K+$10.0K2026-11-03
Root Financial Partners, LLC
NEW1,963—+1,963——$123.7K—2026-10-21
GGM Financial LLC
INCREASED1,9551,950+5+0%$131.7K$123.3K-$8.5K2026-11-05
Evolution Wealth Management Inc.
DECREASED1,9473,594-1,647-46%$242.8K$122.7K-$120.1K2026-10-28
Hilltop National Bank
UNCHANGED1,7761,77600%$120.0K$112.0K-$8.0K2026-10-14
Spire Wealth Management
UNCHANGED1,5131,51300%$102.2K$95.4K-$6.8K2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1,5061,50600%$101.7K$94.9K-$6.8K2026-10-07
Pinnacle Bancorp, Inc.
NEW1,432—+1,432——$90.3K—2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED1,4051,40500%$94.9K$88.6K-$6.4K2026-10-23
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,3521,35200%$91.0K$85-$90.9K2026-11-02
1620 Investment Advisors, Inc.
INCREASED1,329105+1,224+1166%$7.1K$83.8K+$76.7K2026-11-04
Decker Retirement Planning Inc.
UNCHANGED1,2281,22800%$83.0K$77.4K-$5.6K2026-10-19
SBI Securities Co., Ltd.
INCREASED1,2081,205+3+0%$81.4K$76.2K-$5.3K2026-10-22
Provenance Wealth Advisors, LLC
NEW1,087—+1,087——$68.5K—2026-10-30
American National Bank & Trust
UNCHANGED1,0591,05900%$71.5K$66.8K-$4.8K2026-10-07
JFS Wealth Advisors, LLC
INCREASED1,032906+126+14%$61.2K$65.1K+$3.9K2026-11-03
DecisionPoint Financial, LLC
UNCHANGED96396300%$64.5K$61.3K-$3.2K2026-10-27
Cape Investment Advisory, Inc.
INCREASED924910+14+2%$61.5K$58.2K-$3.3K2026-10-13
Polaris Financial Partners
NEW797—+797——$51—2026-10-02
Trust Co
INCREASED756331+425+128%$22.4K$47.7K+$25.3K2026-10-09
Central Trust Co
UNCHANGED73173100%$49.4K$46.1K-$3.3K2026-11-05
Gamma Investing LLC
UNCHANGED70670600%$47.7K$44.5K-$3.2K2026-10-08
Citigroup Inc
INCREASED699256+443+173%$17.3K$44.1K+$26.8K2026-11-04
Collier Financial
UNCHANGED69069000%$46.6K$43.5K-$3.1K2026-11-06
Winch Advisory Services, LLC
INCREASED686683+3+0%$46.2K$43.2K-$2.9K2026-11-06
Silver Grove Financial Group, Inc.
DECREASED683776-93-12%$52.4K$43.1K-$9.4K2026-11-05
CX Institutional
DECREASED6561,236-580-47%$83$41-$422026-10-02
Foresight Capital Management Advisors, Inc.
NEW613—+613——$38.6K—2026-10-27
Buck Wealth Strategies, LLC
DECREASED577581-4-1%$39.3K$36.4K-$2.9K2026-10-28
StrongBox Wealth, LLC
UNCHANGED54754700%$37.0K$34.5K-$2.5K2026-11-02
GHP Investment Advisors, Inc.
INCREASED518516+2+0%$34.9K$32.7K-$2.2K2026-10-15
Independence Bank of Kentucky
NEW506—+506——$31.9K—2026-10-26
Center for Financial Planning, Inc.
UNCHANGED48148100%$32.5K$30.3K-$2.2K2026-10-26
Essential Partners LLC
UNCHANGED42842800%$28.9K$27.0K-$1.9K2026-10-14
Mather Group, Llc.
INCREASED426175+251+143%$11.8K$26.9K+$15.0K2026-10-14
Abound Wealth Management
INCREASED364230+134+58%$15.6K$23.0K+$7.4K2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED35935900%$24.2K$22.7K-$1.5K2026-10-27
Covestor Ltd
INCREASED346304+42+14%$21$22+$12026-10-30
Mainstream Capital Management LLC
NEW333—+333——$21.0K—2026-10-23
Archer Investment Corp
INCREASED32424+300+1250%$1.6K$20.5K+$18.8K2026-11-05
Financial Consulate, Inc
INCREASED319118+201+170%$8.0K$20.1K+$12.1K2026-10-23
Cranbrook Wealth Management, LLC
INCREASED317278+39+14%$18.8K$20.0K+$1.2K2026-10-28
Bradley & Co. Private Wealth Management, LLC
NEW306—+306——$19.3K—2026-10-23
First Bancorp, Inc
UNCHANGED30130100%$20.3K$19.0K-$1.4K2026-10-26
Ascentis Independent Advisors
NEW268—+268——$16.9K—2026-11-03
Main Street Group, LTD
UNCHANGED26826800%$18.1K$16.9K-$1.2K2026-10-28
Clark Wealth Partners
UNCHANGED26726700%$18.0K$16.8K-$1.2K2026-10-19
Coston, McIsaac & Partners
UNCHANGED26226200%$17$16.5K+$16.5K2026-11-06
Zions Bancorporation, National Association
UNCHANGED25725700%$17.4K$16.2K-$1.2K2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW250—+250——$15.8K—2026-10-27
EverSource Wealth Advisors, LLC
DECREASED246617-371-60%$41.7K$15.5K-$26.2K2026-11-04
Key Capital Management, Inc
UNCHANGED23823800%$16.1K$15.0K-$1.1K2026-11-03
Hurley Capital, LLC
UNCHANGED23623600%$15.9K$14.9K-$1.1K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED206156+50+32%$10.5K$13.0K+$2.4K2026-11-02
Lodestone Wealth Management LLC
INCREASED205204+1+0%$13.8K$12.9K-$9052026-10-14
Oakworth Capital, Inc.
UNCHANGED19919900%$13.4K$12.5K-$8222026-10-26
Beacon Financial Strategies Corp
NEW193—+193——$12.2K—2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED19019000%$13$12-$12026-10-14
Carolina Wealth Advisors, LLC
INCREASED16970+99+141%$4.7K$10.7K+$5.9K2026-10-23
Highline Wealth Partners LLC
UNCHANGED15815800%$10.7K$10.0K-$7142026-10-19
Blueline Advisors LLC
INCREASED153147+6+4%$9.9K$9.6K-$2762026-10-15
New England Capital Financial Advisors LLC
NEW149—+149——$9.4K—2026-11-03
DeDora Capital, Inc.
NEW139—+139——$8.8K—2026-10-26
Transce3nd, LLC
NEW135—+135——$8.7K—2026-10-26
Next Level Wealth Planning, LLC
NEW129—+129——$8.1K—2026-10-29
Bfsg, LLC
UNCHANGED12512500%$8.4K$7.9K-$5652026-10-30
Heritage Family Offices, LLP
NEW121—+121——$7.6K—2026-11-02
Reap Financial Group, LLC
UNCHANGED10310300%$7.0K$6.5K-$4662026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED909000%$6.1K$5.7K-$4062026-10-23
Asset Dedication, LLC
UNCHANGED888800%$5.9K$5.5K-$3982026-11-03
Bullock Wealth Management Group
UNCHANGED878700%$5.8K$5.6K-$2872026-10-09
IMG Wealth Management, Inc.
UNCHANGED737300%$4.9K$4.6K-$3302026-10-27
Pacifica Partners Inc.
UNCHANGED717100%$4.7K$4.6K-$1962026-10-09
Frankly Finances, LLC
UNCHANGED686800%$4.6K$4.3K-$3072026-10-28
Navigoe, LLC
NEW66—+66——$4—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED555500%$3.7K$3.5K-$2482026-10-15
Blue Trust, Inc.
INCREASED5142+9+21%$2.8K$3.2K+$3782026-10-15
Avion Wealth
UNCHANGED505000%$3$3$02026-11-04
Community Bank, N.A.
UNCHANGED454500%$3.0K$2.8K-$2042026-11-06
Fiduciary Advisors, Inc.
UNCHANGED454500%$3.1K$2.9K-$1952026-10-16
Signature Equity Partners, LLC
NEW39—+39——$2.5K—2026-10-29
Robbins Farley
UNCHANGED373700%$2.5K$2.3K-$1672026-10-21
Breakwater Investment Management
DECREASED3290-58-64%$6.1K$2.0K-$4.1K2026-10-20
Fortis Group Advisors, LLC
UNCHANGED202000%$1.4K$1.3K-$902026-11-06
Realta Investment Advisors
DECREASED18513-495-96%$34.7K$1.1K-$33.5K2026-10-14
Kingdom Financial Group Llc.
UNCHANGED151500%$1.0K$946-$672026-11-04
Networth Advisors, LLC
UNCHANGED141400%$946$883-$632026-11-03
Community Financial Services Group, LLC
UNCHANGED7700%$469$446-$232026-10-15
RHL Group, LLC
UNCHANGED2200%$136$126-$102026-11-04
Retirement Financial Solutions, LLC
CLOSED0202,058-202,058-100%$13.7M$0-$13.7M2026-10-20
Transcendent Capital Group LLC
CLOSED029,240-29,240-100%$2.0M$0-$2.0M2026-10-28
Stablepoint Partners, LLC
CLOSED06,409-6,409-100%$433.0K$0-$433.0K2026-11-03
Scarborough Advisors, LLC
CLOSED05,849-5,849-100%$390.0K$0-$390.0K2026-10-16
World Equity Group, Inc.
CLOSED05,116-5,116-100%$345.6K$0-$345.6K2026-10-14
Wlth Capital Management, LLC
CLOSED04,856-4,856-100%$328.1K$0-$328.1K2026-10-20
McAdam, LLC
CLOSED04,234-4,234-100%$286.0K$0-$286.0K2026-10-21
HB Wealth Management, LLC
CLOSED03,698-3,698-100%$249.8K$0-$249.8K2026-10-23
Silverlake Wealth Management LLC
CLOSED03,636-3,636-100%$245.6K$0-$245.6K2026-10-21
Procyon Advisors, LLC
CLOSED03,369-3,369-100%$227.6K$0-$227.6K2026-10-21
Zenith Solutions, Inc.
CLOSED03,217-3,217-100%$217.3K$0-$217.3K2026-10-19
Nilsine Partners, LLC
CLOSED03,180-3,180-100%$214.8K$0-$214.8K2026-11-02
Maia Wealth LLC
CLOSED03,081-3,081-100%$208.1K$0-$208.1K2026-10-19
Koesten, Hirschmann & Crabtree, Inc.
CLOSED02,978-2,978-100%$201.2K$0-$201.2K2026-10-13
Gill Capital Partners, LLC
CLOSED01,613-1,613-100%$109.0K$0-$109.0K2026-10-13
Brooklyn FI, LLC
CLOSED01,095-1,095-100%$72.7K$0-$72.7K2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED0896-896-100%$60.5K$0-$60.5K2026-10-29
Go Invest LLC
CLOSED0466-466-100%$31.5K$0-$31.5K2026-10-09
Stone House Investment Management, LLC
CLOSED0288-288-100%$19.4K$0-$19.4K2026-10-23
Farmers & Merchants Investments Inc
CLOSED0183-183-100%$12.4K$0-$12.4K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED0164-164-100%$11.1K$0-$11.1K2026-10-26
Maseco LLP
CLOSED0107-107-100%$7.2K$0-$7.2K2026-10-27
Tucker Asset Management LLC
CLOSED0101-101-100%$6.8K$0-$6.8K2026-10-29
Sarver Vrooman Wealth Advisors
CLOSED079-79-100%$5.3K$0-$5.3K2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED052-52-100%$3.5K$0-$3.5K2026-10-14
Evolution Advisers, Inc.
CLOSED015-15-100%$1$0-$12026-11-06
Smallwood Wealth Investment Management, LLC
CLOSED04-4-100%$270$0-$2702026-10-30
Betterment LLC
N/A—18,865,773-18,865,773-100%$1.3B———
Bank of America Corp
N/A—8,659,408-8,659,408-100%$585.0M———
Envestnet Asset Management Inc
N/A—4,488,056-4,488,056-100%$303.2M———
Morgan Stanley
N/A—3,893,545-3,893,545-100%$263.0M———
AlTi Global, Inc.
N/A—2,803,253-2,803,253-100%$189.4M———
Northwestern Mutual Wealth Management Co
N/A—1,918,268-1,918,268-100%$129.6M———
UBS Group AG
N/A—1,714,902-1,714,902-100%$115.9M———
HighTower Advisors, LLC
N/A—1,648,164-1,648,164-100%$111.3M———
Koss-Olinger Consulting, LLC
N/A—1,574,014-1,574,014-100%$106.3M———
Osaic Holdings, Inc.
N/A—1,535,784-1,535,784-100%$103.8M———
Wells Fargo & Company
N/A—1,518,548-1,518,548-100%$102.6M———
United Capital Financial Advisors, LLC
N/A—1,492,239-1,492,239-100%$100.7M———
Mason Street Advisors, LLC
N/A—1,419,072-1,419,072-100%$95.9M———
Hancock Prospecting Pty Ltd
N/A—1,410,470-1,410,470-100%$95.3M———
Blair William & Co
N/A—1,294,582-1,294,582-100%$87.5M———
Raymond James Financial Inc
N/A—1,223,685-1,223,685-100%$82.7M———
Hills Bank & Trust Co
N/A—1,215,987-1,215,987-100%$82.2M———
Royal Bank of Canada
N/A—1,050,971-1,050,971-100%$71.0M———
Goldman Sachs Group Inc
N/A—920,576-920,576-100%$62.2M———
Composition Wealth, LLC
N/A—908,750-908,750-100%$61.4M———
HHM Wealth Advisors, LLC
N/A—856,429-856,429-100%$57.9M———
Private Advisor Group, LLC
N/A—778,352-778,352-100%$52.6M———
Great Valley Advisor Group, Inc.
N/A—740,863-740,863-100%$50.1M———
JPMorgan Chase & Co
N/A—732,536-732,536-100%$49.1M———
BlackRock, Inc.
N/A—729,476-729,476-100%$49.3M———
Retirement Income Solutions, Inc
N/A—714,469-714,469-100%$42.3M———
Equitable Holdings, Inc.
N/A—703,911-703,911-100%$47.6M———
Impact Partnership Wealth, LLC
N/A—687,948-687,948-100%$46.5M———
Envestnet Portfolio Solutions, Inc.
N/A—516,571-516,571-100%$34.9M———
National Bank of Canada
N/A—514,000-514,000-100%$34.7M———
Dakota Wealth Management
N/A—497,764-497,764-100%$33.6M———
MML Investors Services, LLC
N/A—491,126-491,126-100%$33.2M———
Stifel Financial Corp
N/A—479,984-479,984-100%$32.4M———
Waverly Advisors, LLC
N/A—478,595-478,595-100%$32.3M———
Financial Strategies Group, Inc.
N/A—442,361-442,361-100%$29.4M———
ST Germain D J Co Inc
N/A—442,350-442,350-100%$29.9M———
Global Retirement Partners, LLC
N/A—435,087-435,087-100%$29.4M———
CIBC Bancorp USA Inc.
N/A—433,583-433,583-100%$28.9M———
Ellenbecker Investment Group
N/A—421,419-421,419-100%$28.5M———
AQR Capital Management LLC
N/A—398,855-398,855-100%$26.9M———
Cerity Partners LLC
N/A—390,075-390,075-100%$26.4M———
OneAscent Financial Services LLC
N/A—385,267-385,267-100%$26.0M———
Octavia Wealth Advisors, LLC
N/A—378,745-378,745-100%$25.6M———
Rockefeller Capital Management L.P.
N/A—378,182-378,182-100%$25.6M———
Penserra Capital Management LLC
N/A—357,197-357,197-100%$24.1M———
Geneos Wealth Management Inc.
N/A—336,945-336,945-100%$22.8M———
Gladstone Institutional Advisory LLC
N/A—333,055-333,055-100%$22.5M———
Cetera Investment Advisers
N/A—325,592-325,592-100%$22.0M———
Crews Bank & Trust
N/A—317,015-317,015-100%$21.4M———
Financial Gravity Companies, Inc.
N/A—307,321-307,321-100%$20.8M———
Alta Wealth Advisors LLC
N/A—294,514-294,514-100%$19.9M———
Coldstream Capital Management Inc
N/A—273,796-273,796-100%$18.5M———
North Star Asset Management Inc
N/A—258,787-258,787-100%$17.5M———
Ameriprise Financial Inc
N/A—257,591-257,591-100%$17.4M———
Summit Trail Advisors, LLC
N/A—255,712-255,712-100%$17.3M———
Cascade Financial Partners, LLC
N/A—247,468-247,468-100%$16.7M———
SUN Life Financial Inc
N/A—238,587-238,587-100%$16.1M———
SageView Advisory Group, LLC
N/A—236,358-236,358-100%$16.0M———
TPG Financial Advisors, LLC
N/A—222,569-222,569-100%$15.0M———
Mariner, LLC
N/A—219,884-219,884-100%$14.9M———
Moneta Group Investment Advisors LLC
N/A—209,980-209,980-100%$14.2M———
PSI Advisors, LLC
N/A—207,189-207,189-100%$14.0M———
Beacon Pointe Advisors, LLC
N/A—201,214-201,214-100%$13.6M———
Wrapmanager Inc
N/A—198,631-198,631-100%$13.4M———
Sanctuary Advisors, LLC
N/A—185,267-185,267-100%$12.5M———
NewEdge Advisors, LLC
N/A—184,506-184,506-100%$12.5M———
Western Wealth Management, LLC
N/A—184,170-184,170-100%$12.4M———
Lumbard & Kellner, LLC
N/A—174,182-174,182-100%$11.8M———
Integrated Wealth Concepts LLC
N/A—173,924-173,924-100%$11.8M———
Zhang Financial LLC
N/A—170,413-170,413-100%$11.5M———
Pathstone Holdings, LLC
N/A—165,486-165,486-100%$11.2M———
Focus Partners Wealth
N/A—157,262-157,262-100%$10.6M———
Berkeley Capital Partners, LLC
N/A—152,978-152,978-100%$10.3M———
Madison Asset Management, LLC
N/A—150,364-150,364-100%$10.2M———
Morrissey Wealth Management, LLC
N/A—145,749-145,749-100%$9.4M———
Wealthspire Advisors, LLC
N/A—144,356-144,356-100%$9.8M———
Millington Financial Advisors, LLC
N/A—143,428-143,428-100%$9.5M———
Northern Trust Corp
N/A—141,684-141,684-100%$9.6M———
IHT Wealth Management, LLC
N/A—137,072-137,072-100%$9.3M———
BOK Financial Private Wealth, Inc.
N/A—136,530-136,530-100%$9.2M———
Orion Porfolio Solutions, LLC
N/A—131,050-131,050-100%$8.9M———
Stratos Wealth Partners, Ltd.
N/A—121,818-121,818-100%$8.2M———
Flow Traders U.S. LLC
N/A—121,526-121,526-100%$8.2M———
Two Sigma Investments, LP
N/A—118,600-118,600-100%$8.0M———
Jones Financial Companies Lllp
N/A—117,806-117,806-100%$7.9M———
OneDigital Investment Advisors LLC
N/A—117,507-117,507-100%$7.9M———
Abound Financial, LLC
N/A—116,316-116,316-100%$7.9M———
CarsonAllaria Wealth Management, Ltd.
N/A—115,961-115,961-100%$7.8M———
ODonnell Financial Services, LLC
N/A—111,806-111,806-100%$7.6M———
Quantinno Capital Management LP
N/A—106,538-106,538-100%$7.2M———
Arete Wealth Advisors, LLC
N/A—105,895-105,895-100%$7.2M———
Addison Capital Co
N/A—105,712-105,712-100%$7.1M———
Harbour Investments, Inc.
N/A—105,431-105,431-100%$7.1M———
Up Capital Management, Inc.
N/A—104,595-104,595-100%$7.1M———
Arkadios Wealth Advisors
N/A—103,795-103,795-100%$7.0M———
Aptus Capital Advisors, LLC
N/A—99,737-99,737-100%$6.7M———
Cvfg LLC
N/A—98,382-98,382-100%$6.6M———
Advance Capital Management, Inc.
N/A—98,368-98,368-100%$6.6M———
HighPoint Advisor Group LLC
N/A—96,691-96,691-100%$6.5M———
Financial Engines Advisors L.L.C.
N/A—94,662-94,662-100%$6.4M———
Ausdal Financial Partners, Inc.
N/A—92,979-92,979-100%$6.3M———
GeoWealth Management, LLC
N/A—87,462-87,462-100%$5.9M———
IFG Advisory, LLC
N/A—86,842-86,842-100%$5.9M———
World Investment Advisors
N/A—86,560-86,560-100%$5.2M———
AE Wealth Management LLC
N/A—80,847-80,847-100%$5.5M———
Top Private Wealth Llc.
N/A—79,919-79,919-100%$5.4M———
Vista Investment Management
N/A—78,154-78,154-100%$5.3M———
Manhattan West Asset Management, LLC
N/A—75,776-75,776-100%$5.1M———
ArborFi Advisors, LLC
N/A—74,102-74,102-100%$5.0M———
Mayflower Financial Advisors, LLC
N/A—73,748-73,748-100%$5.0M———
Pure Financial Advisors, LLC
N/A—72,858-72,858-100%$4.9M———
Atlanta Consulting Group Advisors, LLC
N/A—70,329-70,329-100%$4.8M———
Summit Financial, LLC
N/A—66,787-66,787-100%$4.5M———
Susquehanna International Group, LLP
N/A—61,692-61,692-100%$4.2M———
Capital Analysts, LLC
N/A—57,041-57,041-100%$3.9M———
Fiduciary Group, LLC
N/A—57,026-57,026-100%$3.9M———
Perennial Investment Advisors, LLC
N/A—55,762-55,762-100%$3.8M———
Capital Investment Management, Inc.
N/A—54,711-54,711-100%$3.7M———
&partners
N/A—53,087-53,087-100%$3.6M———
FMR LLC
N/A—52,255-52,255-100%$3.5M———
Alaska Wealth Advisors, LLC
N/A—50,339-50,339-100%$3.4M———
Vestmark Advisory Solutions, Inc.
N/A—50,206-50,206-100%$3.4M———
Stratos Wealth Advisors, LLC
N/A—50,139-50,139-100%$3.4M———
Gotham Asset Management, LLC
N/A—48,879-48,879-100%$3.3M———
Johnson Investment Counsel Inc
N/A—48,150-48,150-100%$3.3M———
Alesco Advisors, LLC, An ESL Co
N/A—48,013-48,013-100%$3.2M———
Luminist Capital LLC
N/A—46,687-46,687-100%$3.2M———
Modern Wealth Management, LLC
N/A—45,709-45,709-100%$3.1M———
Cary Street Partners Financial LLC
N/A—41,417-41,417-100%$2.8M———
Principal Securities, Inc.
N/A—40,963-40,963-100%$2.8M———
Jump Financial, LLC
N/A—37,726-37,726-100%$2.5M———
Wealthquest Corp
N/A—34,334-34,334-100%$2.3M———
Cresset Asset Management, LLC
N/A—33,930-33,930-100%$2.3M———
Glen Eagle Advisors, LLC
N/A—33,790-33,790-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—32,481-32,481-100%$2.2M———
Bradley Foster & Sargent Inc
N/A—31,035-31,035-100%$2.1M———
Bank of Montreal
N/A—30,675-30,675-100%$2.1M———
Independent Advisor Alliance
N/A—29,540-29,540-100%$2.0M———
Roundview Capital LLC
N/A—29,462-29,462-100%$2.0M———
Captrust Financial Advisors
N/A—29,064-29,064-100%$2.0M———
SG Americas Securities, LLC
N/A—28,575-28,575-100%$1.9M———
Waddell & Associates, LLC
N/A—28,299-28,299-100%$1.9M———
Kelman-Lazarov, Inc.
N/A—28,083-28,083-100%$1.9M———
Advisory Services Network, LLC
N/A—27,769-27,769-100%$1.9M———
Brown Advisory Inc
N/A—27,711-27,711-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—27,644-27,644-100%$1.9M———
Mercer Global Advisors Inc
N/A—27,332-27,332-100%$1.8M———
Two Sigma Securities, LLC
N/A—27,039-27,039-100%$1.8M———
Caitlin John, LLC
N/A—26,940-26,940-100%$1.8M———
L2 Asset Management, LLC
N/A—26,887-26,887-100%$1.8M———
Belpointe Asset Management LLC
N/A—26,293-26,293-100%$1.8M———
Cavalier Investments, LLC
N/A—26,284-26,284-100%$1.8M———
Centaurus Financial, Inc.
N/A—25,948-25,948-100%$1.8M———
Measured Wealth Private Client Group, LLC
N/A—24,516-24,516-100%$1.7M———
WCG Wealth Advisors LLC
N/A—24,302-24,302-100%$1.6M———
NewEdge Wealth, LLC
N/A—23,238-23,238-100%$1.6M———
Eldridge Investment Advisors, Inc.
N/A—22,967-22,967-100%$1.6M———
Brio Consultants, LLC
N/A—22,016-22,016-100%$1.5M———
Founders Financial Alliance, LLC
N/A—21,235-21,235-100%$1.4M———
UBS Asset Management Americas LLC
N/A—20,647-20,647-100%$1.4M———
Strategic Financial Planning, Inc.
N/A—20,599-20,599-100%$1.4M———
Mattson Financial Services, LLC
N/A—20,359-20,359-100%$1.4M———
PAX Financial Group, LLC
N/A—20,027-20,027-100%$1.4M———
Nicolet Bankshares Inc
N/A—19,911-19,911-100%$1.3M———
CreativeOne Wealth, LLC
N/A—19,504-19,504-100%$1.3M———
Meridian Wealth Advisors, LLC
N/A—19,350-19,350-100%$1.3M———
Comprehensive Money Management Services LLC
N/A—18,900-18,900-100%$1.3M———
Seeds Investor LLC
N/A—18,572-18,572-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—18,224-18,224-100%$1.2M———
Evernest Financial Advisors, LLC
N/A—18,149-18,149-100%$1.2M———
FSB Premier Wealth Management, Inc.
N/A—18,096-18,096-100%$1.2M———
Ranch Capital Advisors Inc.
N/A—16,728-16,728-100%$1.1M———
Hobbs Group Advisors, LLC
N/A—16,697-16,697-100%$1.1M———
Janney Montgomery Scott LLC
N/A—16,559-16,559-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—16,517-16,517-100%$1.1M———
Franklin Resources Inc
N/A—16,021-16,021-100%$1.1M———
Perspective Wealth Advisors LLC
N/A—15,331-15,331-100%$1.0M———
Lifeworks Advisors, LLC
N/A—15,127-15,127-100%$1.0M———
Cape COD Five Cents Savings Bank
N/A—14,955-14,955-100%$1.0M———
Brand Asset Management Group, Inc.
N/A—14,484-14,484-100%$978.5K———
Atlantic Union Bankshares Corp
N/A—14,440-14,440-100%$975.6K———
MAI Capital Management
N/A—14,428-14,428-100%$974.7K———
Ethos Financial Group, LLC
N/A—14,276-14,276-100%$934.5K———
Savvy Advisors, Inc.
N/A—14,261-14,261-100%$963.4K———
Denver Wealth Management, Inc.
N/A—14,167-14,167-100%$957.1K———
Atlas Capital Advisors Inc.
N/A—14,111-14,111-100%$953.3K———
Second Line Capital, LLC
N/A—14,068-14,068-100%$950.4K———
Novus Advisors, LLC
N/A—13,933-13,933-100%$941.3K———
Smith, Moore & Co.
N/A—13,768-13,768-100%$930.2K———
Steward Partners Investment Advisory, LLC
N/A—13,667-13,667-100%$923.4K———
Park Place Capital Corp
N/A—13,617-13,617-100%$920.0K———
F/m Investments LLC
N/A—13,567-13,567-100%$918.8K———
Sachetta, LLC
N/A—13,566-13,566-100%$916.5K———
White Pine Capital LLC
N/A—13,511-13,511-100%$912.8K———
Tidemark, LLC
N/A—13,350-13,350-100%$902.0K———
WorthPointe, LLC
N/A—12,793-12,793-100%$864.3K———
Vawter Financial, Ltd.
N/A—12,747-12,747-100%$861.2K———
EP Wealth Advisors, LLC
N/A—12,642-12,642-100%$854.1K———
Twin Focus Capital Partners, LLC
N/A—12,200-12,200-100%$824.2K———
Headinvest, LLC
N/A—12,130-12,130-100%$819.5K———
Advisory Alpha, LLC
N/A—12,069-12,069-100%$815.5K———
D. E. Shaw & Co., Inc.
N/A—11,990-11,990-100%$810.0K———
O'shaughnessy Asset Management, LLC
N/A—11,807-11,807-100%$797.7K———
Maridea Wealth Management LLC
N/A—11,474-11,474-100%$775.2K———
Vertex Planning Partners, LLC
N/A—11,385-11,385-100%$769.2K———
Range Advisory, LLC
N/A—11,150-11,150-100%$753.3K———
Commerce Bank
N/A—10,894-10,894-100%$736.0K———
Medallion Wealth Advisors, LLC
N/A—10,826-10,826-100%$731.9K———
Drucker Wealth 3.0, LLC
N/A—10,685-10,685-100%$721.9K———
WNY Asset Management, LLC
N/A—10,534-10,534-100%$711.7K———
Gambit Capital Management, LLC
N/A—10,210-10,210-100%$689.8K———
Bessemer Group Inc
N/A—10,089-10,089-100%$665.0K———
Pine Valley Investments Ltd Liability Co
N/A—10,074-10,074-100%$680.6K———
Keystone Financial Group
N/A—9,786-9,786-100%$661.1K———
Fourth Dimension Wealth, LLC
N/A—9,632-9,632-100%$650.7K———
Conservest Capital Advisors, Inc.
N/A—9,618-9,618-100%$649.8K———
Arax Advisory Partners
N/A—9,558-9,558-100%$645.7K———
Laraway Financial Advisors Inc
N/A—9,493-9,493-100%$641.4K———
Baird Financial Group, Inc.
N/A—9,487-9,487-100%$640.9K———
Empower Advisory Group, LLC
N/A—9,339-9,339-100%$630.9K———
Davis R M Inc
N/A—9,083-9,083-100%$613.6K———
Motco
N/A—9,028-9,028-100%$609.9K———
Neuberger Berman Group LLC
N/A—8,708-8,708-100%$588.3K———
Mutual Advisors, LLC
N/A—8,378-8,378-100%$566.0K———
Tyche Wealth Partners LLC
N/A—8,112-8,112-100%$548.1K———
Inspire Advisors, LLC
N/A—8,026-8,026-100%$542.2K———
Kovack Advisors, Inc.
N/A—7,909-7,909-100%$529.9K———
TRU Independence Asset Management 2, LLC
N/A—7,862-7,862-100%$531.2K———
Capital Financial Group Inc\co\
N/A—7,852-7,852-100%$530.5K———
Texas Yale Capital Corp.
N/A—7,625-7,625-100%$515.1K———
Sollinda Capital Management LLC
N/A—7,532-7,532-100%$508.9K———
Curi Capital, LLC
N/A—7,416-7,416-100%$501.0K———
Destination Wealth Management
N/A—7,293-7,293-100%$492.7K———
Empowered Funds, LLC
N/A—7,239-7,239-100%$489.1K———
Nuveen, LLC
N/A—7,086-7,086-100%$478.7K———
Flputnam Investment Management Co
N/A—6,980-6,980-100%$471.6K———
Estate Counselors, LLC
N/A—6,885-6,885-100%$465.2K———
Ballentine Partners, LLC
N/A—6,874-6,874-100%$464.4K———
Maripau Wealth Management LLC
N/A—6,708-6,708-100%$453.1K———
Foundations Investment Advisors, LLC
N/A—6,565-6,565-100%$443.5K———
Tudor Investment Corp ET AL
N/A—6,463-6,463-100%$436.6K———
Nwam LLC
N/A—6,459-6,459-100%$436.4K———
Astoria Portfolio Advisors Llc.
N/A—6,263-6,263-100%$423.1K———
American Money Management, LLC
N/A—6,090-6,090-100%$411.4K———
Beckerman Institutional, LLC
N/A—6,081-6,081-100%$410.8K———
Wealth Advisors of Tampa Bay, LLC
N/A—6,080-6,080-100%$410.8K———
Brown Financial Advisors
N/A—6,039-6,039-100%$408.0K———
PCB Capital LLC
N/A—5,775-5,775-100%$389.7K———
Wescott Financial Advisory Group, LLC
N/A—5,774-5,774-100%$390.1K———
Camelot Portfolios, LLC
N/A—5,772-5,772-100%$390.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,638-5,638-100%$380.9K———
Sovereign Financial Group, Inc.
N/A—5,623-5,623-100%$379.9K———
Alliancebernstein L.P.
N/A—5,542-5,542-100%$328.2K———
Advisors Capital Management, LLC
N/A—5,359-5,359-100%$362.1K———
Zacks Investment Management
N/A—5,242-5,242-100%$354.2K———
Tandem Wealth Advisors LLC
N/A—5,197-5,197-100%$351.1K———
Coppell Advisory Solutions LLC
N/A—5,179-5,179-100%$1.8M———
Truepoint, Inc.
N/A—5,170-5,170-100%$349.3K———
Continuum Advisory, LLC
N/A—5,112-5,112-100%$345.3K———
Orion Capital Management LLC
N/A—5,000-5,000-100%$337.8K———
Vanguard Advisers Inc
N/A—4,921-4,921-100%$332.5K———
PCG Wealth Advisors, LLC
N/A—4,900-4,900-100%$331.0K———
Midwestern Financial, LLC
N/A—4,635-4,635-100%$313.1K———
XTX Topco Ltd
N/A—4,521-4,521-100%$305.4K———
GTS Securities LLC
N/A—4,244-4,244-100%$286.7K———
Tower Research Capital LLC (TRC)
N/A—4,102-4,102-100%$277.1K———
Round Rock Advisors LLC
N/A—4,025-4,025-100%$271.9K———
Mayport, LLC
N/A—3,983-3,983-100%$269.1K———
Goodman Financial Corp
N/A—3,970-3,970-100%$268.2K———
NorthRock Partners, LLC
N/A—3,946-3,946-100%$266.6K———
Magnolia Private Wealth, LLC
N/A—3,742-3,742-100%$252.8K———
Wealthgarden F.S. LLC
N/A—3,727-3,727-100%$251.8K———
Prostatis Group LLC
N/A—3,680-3,680-100%$248.7K———
Callan Family Office, LLC
N/A—3,603-3,603-100%$243.4K———
Smartleaf Asset Management LLC
N/A—3,411-3,411-100%$228.6K———
Klcm Advisors, Inc.
N/A—3,377-3,377-100%$228.2K———
Main Street Financial Solutions, LLC
N/A—3,297-3,297-100%$222.8K———
Chevy Chase Trust Holdings, LLC
N/A—3,283-3,283-100%$221.8K———
Fairview Capital Investment Management, LLC
N/A—3,224-3,224-100%$217.8K———
National Philanthropic Trust
N/A—3,214-3,214-100%$217.1K———
IMA Advisory Services, Inc.
N/A—3,155-3,155-100%$213.2K———
Hancock Whitney Corp
N/A—3,137-3,137-100%$211.9K———
JDM Financial Group LLC
N/A—3,131-3,131-100%$211.5K———
WFA of San Diego, LLC
N/A—3,073-3,073-100%$211.1K———
QRG Capital Management, Inc.
N/A—3,023-3,023-100%$204.2K———
Cardiff Park Advisors, LLC
N/A—2,987-2,987-100%$201.8K———
Hopwood Nicholas Hunter
N/A—2,968-2,968-100%$200.5K———
Strategic Wealth Partners, Ltd.
N/A—2,580-2,580-100%$174.3K———
Front Row Advisors LLC
N/A—2,491-2,491-100%$169.8K———
Richard W. Paul & Associates, LLC
N/A—2,367-2,367-100%$159.9K———
Strategic Investment Advisors / MI
N/A—2,203-2,203-100%$148.8K———
BFC Planning, Inc.
N/A—2,149-2,149-100%$145.2K———
Huntington National Bank
N/A—2,084-2,084-100%$140.8K———
Longview Financial Advisors LLC
N/A—2,009-2,009-100%$135.7K———
Whittier Trust Co
N/A—1,851-1,851-100%$123.9K———
Napier Financial, LLC
N/A—1,726-1,726-100%$116.6K———
Steigerwald, Gordon & Koch Inc.
N/A—1,620-1,620-100%$109.4K———
MidFirst Bank
N/A—1,603-1,603-100%$108.3K———
Rialto Wealth Management, LLC
N/A—1,578-1,578-100%$106.6K———
Paladin Advisory Group, LLC
N/A—1,390-1,390-100%$93.9K———
Strive Financial Group,LLC
N/A—1,278-1,278-100%$86.3K———
Whittier Trust Co of Nevada Inc
N/A—1,230-1,230-100%$81.3K———
Graney & King, LLC
N/A—1,182-1,182-100%$79.8K———
Walsh & Associates, LLC
N/A—1,006-1,006-100%$67.9K———
Protective Life Corp
N/A—982-982-100%$66.3K———
BNP Paribas Financial Markets
N/A—969-969-100%$65.5K———
Millstone Evans Group, LLC
N/A—910-910-100%$61.5K———
Transamerica Financial Advisors, LLC
N/A—817-817-100%$55.2K———
Ancora Advisors LLCA
N/A—806-806-100%$54.5K———
Crewe Advisors LLC
N/A—750-750-100%$50.7K———
Hantz Financial Services, Inc.
N/A—749-749-100%$51.0K———
Rothschild Investment LLC
N/A—734-734-100%$49.6K———
Synergy Investment Management, LLC
N/A—712-712-100%$48.1K———
Dunhill Financial, LLC
N/A—601-601-100%$40.6K———
Sittner & Nelson, LLC
N/A—565-565-100%$38.2K———
LRI Investments, LLC
N/A—509-509-100%$34.4K———
Ameriflex Group, Inc.
N/A—496-496-100%$33.5K———
Bartlett & Co. Wealth Management LLC
N/A—460-460-100%$31.1K———
Oakmont Advisory Group, LLC
N/A—393-393-100%$26.5K———
Bernard Wealth Management Corp.
N/A—380-380-100%$25.7K———
Rogco, LP
N/A—318-318-100%$21.5K———
Meramec Financial Planners, LLC
N/A—262-262-100%$17.4K———
Topsail Wealth Management, LLC
N/A—189-189-100%$12.8K———
HFM Investment Advisors, LLC
N/A—173-173-100%$11.6K———
Centennial Bank
N/A—153-153-100%$10.3K———
Cary Street Partners Investment Advisory LLC
N/A—123-123-100%$8.3K———
Frazier Financial Advisors, LLC
N/A—117-117-100%$7.9K———
CVA Family Office, LLC
N/A—100-100-100%$6.8K———
Atlantic Private Wealth, LLC
N/A—91-91-100%$6.2K———
FAS Wealth Partners, Inc.
N/A—82-82-100%$5.5K———
Johnson Financial Group, Inc.
N/A—54-54-100%$3.6K———
Fiduciary Financial Advisors
N/A—52-52-100%$3.5K———
Integrity Financial Corp
N/A—31-31-100%$2.1K———
PlanVest Financial, Inc
N/A—27-27-100%$1.8K———
Copia Wealth Management
N/A—27-27-100%$1.8K———
Brown Brothers Harriman & Co
N/A—27-27-100%$1.8K———
SHP Wealth Management
N/A—22-22-100%$1.5K———
Godfrey Financial Associates, Inc.
N/A—10-10-100%$676———
Cheviot Value Management, LLC
N/A—9-9-100%$608———
Private Wealth Asset Management, LLC
N/A—5-5-100%$338———
Mcguire Capital Advisors Inc
N/A—4-4-100%$270———
SOA Wealth Advisors, Llc.
N/A—1-1-100%$68———
Showing 889 of 889 institutions