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SS Spdr P ST Term TSY ETF (SPTS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Globalt Investments LLC / GA
DECREASED
Shares9,867,516 from 10,027,856
Change-160,340 (-2%)
Value$282.9M (-$8.0M)
Filed 2026-10-27
CX Institutional
INCREASED
Shares4,878,686 from 2,003
Change+4,876,683 (+243469%)
Value$139.9K (+$139.8K)
Filed 2026-10-02
Assetmark, Inc
INCREASED
Shares3,214,913 from 1,370,678
Change+1,844,235 (+135%)
Value$92.2M (+$52.4M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares2,003,742 from 1,905,391
Change+98,351 (+5%)
Value$57.4M (+$2.2M)
Filed 2026-10-30
Evermay Wealth Management LLC
DECREASED
Shares2,002,022 from 3,358,171
Change-1,356,149 (-40%)
Value$57.4M (-$40.0M)
Filed 2026-11-05
Dagco, Inc.
INCREASED
Shares2,000,689 from 1,838,753
Change+161,936 (+9%)
Value$57.4M (+$4.0M)
Filed 2026-10-20
Financial Solutions Advisory Group, Inc.
DECREASED
Shares1,738,633 from 3,601,971
Change-1,863,338 (-52%)
Value$49.9M (-$54.3M)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,710,952 from 1,598,899
Change+112,053 (+7%)
Value$49.1M (+$2.7M)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares1,422,832 from 1,171,212
Change+251,620 (+21%)
Value$40.8M (+$6.8M)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
INCREASED
Shares1,118,638 from 983,283
Change+135,355 (+14%)
Value$32.1M (+$3.5M)
Filed 2026-10-28
Triad Wealth Partners, LLC
INCREASED
Shares1,062,996 from 1,015,011
Change+47,985 (+5%)
Value$30.5M (+$1.2M)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
INCREASED
Shares1,051,844 from 813,236
Change+238,608 (+29%)
Value$30.2M (+$6.6M)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares1,029,860 from 1,014,658
Change+15,202 (+2%)
Value$29.5M (+$90.9K)
Filed 2026-10-05
Crane Advisory, LLC
INCREASED
Shares1,014,126 from 995,137
Change+18,989 (+2%)
Value$29.0M (+$205.1K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares990,230 from 1,438,245
Change-448,015 (-31%)
Value$28.4M (-$13.3M)
Filed 2026-11-02
Boston Standard Wealth Management, LLC
INCREASED
Shares948,260 from 895,179
Change+53,081 (+6%)
Value$27.2M (+$1.3M)
Filed 2026-10-07
Independence Wealth Advisors, LLC
INCREASED
Shares921,700 from 405,465
Change+516,235 (+127%)
Value$26.4M (+$14.7M)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares896,214 from 867,455
Change+28,759 (+3%)
Value$25.7K (-$25.1M)
Filed 2026-10-26
1888 Investments, LLC
DECREASED
Shares893,000 from 980,110
Change-87,110 (-9%)
Value$25.6M (-$2.8M)
Filed 2026-11-04
Gradient Investments LLC
INCREASED
Shares707,671 from 695,270
Change+12,401 (+2%)
Value$20.3M (+$119.1K)
Filed 2026-10-08
Great Point Wealth Advisors, LLC
INCREASED
Shares691,433 from 660,143
Change+31,290 (+5%)
Value$19.8M (+$672.6K)
Filed 2026-10-15
Fonville Wealth Management LLC
INCREASED
Shares684,046 from 561,459
Change+122,587 (+22%)
Value$19.6M (+$3.3M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares651,166 from 674,211
Change-23,045 (-3%)
Value$18.7M (-$889.9K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares645,194 from 696,181
Change-50,987 (-7%)
Value$18.5M (-$1.7M)
Filed 2026-10-23
Private Wealth Group, LLC
INCREASED
Shares585,367 from 549,817
Change+35,550 (+6%)
Value$16.8M (+$832.3K)
Filed 2026-10-19
Hughes Financial Services, LLC
INCREASED
Shares582,464 from 552,224
Change+30,240 (+5%)
Value$16.8M (+$760.8K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
INCREASED
Shares532,597 from 527,316
Change+5,281 (+1%)
Value$15.3M (-$27.9K)
Filed 2026-11-02
S. R. Schill & Associates
INCREASED
Shares456,730 from 366,104
Change+90,626 (+25%)
Value$13.1M (+$2.5M)
Filed 2026-10-20
Treasure Coast Financial Planning
INCREASED
Shares438,388 from 360,928
Change+77,460 (+21%)
Value$12.6M (+$2.1M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares409,069 from 400,071
Change+8,998 (+2%)
Value$11.7M (+$158.0K)
Filed 2026-10-13
Lighthouse Financial Services Inc
INCREASED
Shares402,806 from 399,816
Change+2,990 (+1%)
Value$11.5M (-$6.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares372,109 from 208,973
Change+163,136 (+78%)
Value$10.7M (+$4.6M)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares326,000 from 277,000
Change+49,000 (+18%)
Value$9.3M (+$1.3M)
Filed 2026-11-03
Apella Capital, LLC
DECREASED
Shares307,694 from 317,537
Change-9,843 (-3%)
Value$8.8M (-$364.6K)
Filed 2026-10-08
First Affirmative Financial Network
NEW
Shares299,382
Change+299,382
Value$8.6M
Filed 2026-10-21
SeedSafe Financial LLC
INCREASED
Shares299,249 from 243,624
Change+55,625 (+23%)
Value$8.6M (+$1.5M)
Filed 2026-11-02
Main Line Retirement Advisors, LLC
INCREASED
Shares297,079 from 268,794
Change+28,285 (+11%)
Value$8.5M (+$719.5K)
Filed 2026-10-14
One Day In July LLC
INCREASED
Shares287,644 from 140,011
Change+147,633 (+105%)
Value$8.2M (+$4.2M)
Filed 2026-10-30
Rinkey Investments
DECREASED
Shares266,403 from 278,526
Change-12,123 (-4%)
Value$7.6M (-$442.3K)
Filed 2026-10-28
Integrated Capital Management, Inc.
INCREASED
Shares233,624 from 229,210
Change+4,414 (+2%)
Value$6.7M (+$48.6K)
Filed 2026-10-09
Creative Financial Designs Inc
DECREASED
Shares230,076 from 942,567
Change-712,491 (-76%)
Value$6.6M (-$20.7M)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares206,162 from 208,130
Change-1,968 (-1%)
Value$5.9M (-$127.2K)
Filed 2026-11-02
MKT Advisors LLC
DECREASED
Shares201,978 from 203,633
Change-1,655 (-1%)
Value$5.8M (-$96.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares176,722 from 191,109
Change-14,387 (-8%)
Value$5.1K (-$5.5M)
Filed 2026-11-02
Fund Evaluation Group, LLC
NEW
Shares172,715
Change+172,715
Value$5.0M
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares166,584 from 154,101
Change+12,483 (+8%)
Value$4.8M (+$305.5K)
Filed 2026-10-21
Verus Capital Partners, LLC
DECREASED
Shares165,991 from 169,453
Change-3,462 (-2%)
Value$4.8M (-$156.9K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares153,175 from 150,518
Change+2,657 (+2%)
Value$4.4M (+$25.0K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares151,822 from 172,324
Change-20,502 (-12%)
Value$4.4M (-$646.4K)
Filed 2026-11-05
Hobart Private Capital, LLC
INCREASED
Shares149,961 from 138,224
Change+11,737 (+8%)
Value$4.3M (+$289.5K)
Filed 2026-10-19
Integrity Alliance, Llc.
INCREASED
Shares141,185 from 38,650
Change+102,535 (+265%)
Value$4.0M (+$2.9M)
Filed 2026-10-29
MY Wealth Management Inc.
DECREASED
Shares137,294 from 161,028
Change-23,734 (-15%)
Value$3.9M (-$735.2K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares133,943 from 117,365
Change+16,578 (+14%)
Value$3.8M (+$435.4K)
Filed 2026-11-03
Guild Investment Management, Inc.
DECREASED
Shares133,000 from 167,000
Change-34,000 (-20%)
Value$3.8M (-$1.0M)
Filed 2026-11-03
Matauro, LLC
INCREASED
Shares130,088 from 99,155
Change+30,933 (+31%)
Value$3.7M (+$853.3K)
Filed 2026-11-03
Mechanics Bank Trust Department
DECREASED
Shares129,862 from 138,057
Change-8,195 (-6%)
Value$3.7M (-$281.9K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares127,270 from 65,802
Change+61,468 (+93%)
Value$3.6M (+$1.7M)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares123,804 from 121,635
Change+2,169 (+2%)
Value$3.5M (+$20.8K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares117,774 from 106,100
Change+11,674 (+11%)
Value$3.4M (+$298.6K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares105,608 from 101,681
Change+3,927 (+4%)
Value$3.0M (+$78.0K)
Filed 2026-10-13
Entrewealth, LLC
DECREASED
Shares100,368 from 104,843
Change-4,475 (-4%)
Value$2.9M (-$152.4K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares100,257 from 31,344
Change+68,913 (+220%)
Value$2.9M (+$2.0M)
Filed 2026-10-26
Roberts Wealth Advisors, LLC
INCREASED
Shares100,189 from 95,515
Change+4,674 (+5%)
Value$2.9M (+$101.5K)
Filed 2026-10-14
Hudson Oak Wealth Advisory LLC
INCREASED
Shares96,768 from 93,896
Change+2,872 (+3%)
Value$2.8M (+$50.4K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares88,251 from 89,537
Change-1,286 (-1%)
Value$2.5M (-$67.3K)
Filed 2026-10-20
SigFig Wealth Management, LLC
DECREASED
Shares78,879 from 82,327
Change-3,448 (-4%)
Value$2.3M (-$128.5K)
Filed 2026-10-07
Sentinel Pension Advisors, LLC
INCREASED
Shares78,296 from 77,763
Change+533 (+1%)
Value$2.2M (-$8.1K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares77,757 from 93,908
Change-16,151 (-17%)
Value$2.2M (-$495.0K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
DECREASED
Shares76,744 from 82,562
Change-5,818 (-7%)
Value$2.2M (-$194.9K)
Filed 2026-10-14
Vicus Capital
INCREASED
Shares68,572 from 58,138
Change+10,434 (+18%)
Value$2.0M (+$279.4K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
DECREASED
Shares67,499 from 74,173
Change-6,674 (-9%)
Value$1.9M (-$216.6K)
Filed 2026-10-13
Tactive Advisors, LLC
INCREASED
Shares67,205 from 65,413
Change+1,792 (+3%)
Value$1.9M (+$29.1K)
Filed 2026-10-08
Visionary Horizons, LLC
DECREASED
Shares64,408 from 66,455
Change-2,047 (-3%)
Value$1.8M (-$81.3K)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares60,970 from 9,057
Change+51,913 (+573%)
Value$1.7M (+$1.5M)
Filed 2026-10-21
Bailard, Inc.
DECREASED
Shares58,433 from 84,418
Change-25,985 (-31%)
Value$1.7M (-$773.7K)
Filed 2026-10-13
Pacific Park Financial, Inc.
INCREASED
Shares58,262 from 46,448
Change+11,814 (+25%)
Value$1.7M (+$322.9K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares56,010 from 52,985
Change+3,025 (+6%)
Value$1.6M (+$68.7K)
Filed 2026-10-21
Genesis Private Wealth, LLC
DECREASED
Shares55,921 from 71,952
Change-16,031 (-22%)
Value$1.6M (-$484.1K)
Filed 2026-11-02
Thompson Davis & Co., Inc.
DECREASED
Shares52,575 from 56,130
Change-3,555 (-6%)
Value$1.5M (-$121.0K)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares50,792 from 64,989
Change-14,197 (-22%)
Value$1.5M (-$429.1K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares50,290 from 10,743
Change+39,547 (+368%)
Value$1.4M (+$1.1M)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares47,713 from 25,118
Change+22,595 (+90%)
Value$1.4M (+$639.3K)
Filed 2026-10-20
Breakwater Investment Management
INCREASED
Shares47,290 from 46,325
Change+965 (+2%)
Value$1.4M (+$11.9K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares45,744 from 41,349
Change+4,395 (+11%)
Value$1.3M (+$111.9K)
Filed 2026-10-29
Successful Portfolios LLC
DECREASED
Shares41,568 from 42,271
Change-703 (-2%)
Value$1.2M (-$32.9K)
Filed 2026-10-09
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares40,290 from 39,979
Change+311 (+1%)
Value$1.2M (-$4.7K)
Filed 2026-11-04
Integrated Advisors Network LLC
UNCHANGED
Shares37,212 from 37,212
Change0 (0%)
Value$1.1M (-$12.7K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares34,586 from 28,884
Change+5,702 (+20%)
Value$991.6K (+$153.7K)
Filed 2026-10-14
Puff Wealth Management, LLC
INCREASED
Shares34,238 from 30,860
Change+3,378 (+11%)
Value$981.6K (+$86.4K)
Filed 2026-10-07
Layline Advisors, LLC
INCREASED
Shares34,207 from 19,206
Change+15,001 (+78%)
Value$980.7K (+$423.5K)
Filed 2026-11-02
WealthSpring Partners, LLC
NEW
Shares33,670
Change+33,670
Value$965.3K
Filed 2026-10-14
Evanson Financial, LLC
UNCHANGED
Shares32,523 from 32,523
Change0 (0%)
Value$932.4K (-$11.1K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares32,255 from 31,530
Change+725 (+2%)
Value$924.8K (+$10.1K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
NEW
Shares31,473
Change+31,473
Value$902.3K
Filed 2026-10-20
Altfest L J & Co Inc
INCREASED
Shares31,215 from 24,671
Change+6,544 (+27%)
Value$894.9K (+$179.2K)
Filed 2026-10-27
Downshift Financial, LLC
DECREASED
Shares31,103 from 32,799
Change-1,696 (-5%)
Value$891.7K (-$59.8K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares30,931 from 26,723
Change+4,208 (+16%)
Value$886.8K (+$111.5K)
Filed 2026-11-02
Cullen T Bankers, Inc.
NEW
Shares30,741
Change+30,741
Value$881.3K
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares27,942 from 24,761
Change+3,181 (+13%)
Value$801.1K (+$82.8K)
Filed 2026-11-03
Capital Management Associates, Inc
UNCHANGED
Shares26,880 from 26,880
Change0 (0%)
Value$770.7K (-$9.1K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares26,683 from 23,102
Change+3,581 (+16%)
Value$765.0K (+$94.8K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares25,614 from 23,937
Change+1,677 (+7%)
Value$734.4K (+$39.9K)
Filed 2026-10-23
Paladin Wealth, LLC
DECREASED
Shares25,263 from 25,896
Change-633 (-2%)
Value$724.3K (-$26.9K)
Filed 2026-10-23
Allen Capital Group, LLC
INCREASED
Shares24,469 from 24,377
Change+92 (+0%)
Value$701.5K (-$5.7K)
Filed 2026-10-27
Portland Financial Advisors Inc
INCREASED
Shares22,708 from 20,698
Change+2,010 (+10%)
Value$651.0K (+$50.6K)
Filed 2026-10-26
Slow Capital, Inc.
DECREASED
Shares22,514 from 30,041
Change-7,527 (-25%)
Value$645.5K (-$226.0K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares21,152 from 9,539
Change+11,613 (+122%)
Value$606.4K (+$329.7K)
Filed 2026-10-28
Trilogy Capital Inc.
DECREASED
Shares21,054 from 24,369
Change-3,315 (-14%)
Value$603.6K (-$103.3K)
Filed 2026-10-20
Founders Grove Wealth Partners, LLC
NEW
Shares19,913
Change+19,913
Value$570.9K
Filed 2026-10-16
Destiny Capital Corp
DECREASED
Shares19,740 from 19,741
Change-1 (0%)
Value$565.9K (-$6.7K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares18,489 from 28,349
Change-9,860 (-35%)
Value$530.1K (-$292.3K)
Filed 2026-11-04
Evensky & Katz LLC
INCREASED
Shares18,471 from 18,298
Change+173 (+1%)
Value$530 (-$530.5K)
Filed 2026-10-27
Clark Asset Management, LLC
UNCHANGED
Shares17,757 from 17,757
Change0 (0%)
Value$509.1K (-$6.0K)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
INCREASED
Shares17,557 from 17,202
Change+355 (+2%)
Value$503.4K (+$4.4K)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares17,546 from 8,608
Change+8,938 (+104%)
Value$503.0K (+$253.3K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
NEW
Shares17,232
Change+17,232
Value$494.0K
Filed 2026-10-16
Formidable Asset Management, LLC
INCREASED
Shares16,904 from 16,354
Change+550 (+3%)
Value$490.4K (+$13.2K)
Filed 2026-11-03
Wesbanco Bank Inc
UNCHANGED
Shares15,865 from 15,865
Change0 (0%)
Value$454.9K (-$5.4K)
Filed 2026-11-04
WBI Investments, LLC
INCREASED
Shares15,813 from 14,085
Change+1,728 (+12%)
Value$453.4K (+$44.8K)
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares15,186 from 14,400
Change+786 (+5%)
Value$435.4K (+$17.6K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares15,045 from 7,954
Change+7,091 (+89%)
Value$431.3K (+$200.6K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares14,510 from 14,318
Change+192 (+1%)
Value$416.0K (+$629)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares14,273 from 14,626
Change-353 (-2%)
Value$409.2K (-$15.1K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares13,906 from 10,815
Change+3,091 (+29%)
Value$398.7K (+$84.9K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares13,391 from 18,619
Change-5,228 (-28%)
Value$383.9K (-$156.2K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares12,522 from 12,513
Change+9 (+0%)
Value$359.0K (-$4.0K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares12,417 from 14,455
Change-2,038 (-14%)
Value$356.0K (-$63.6K)
Filed 2026-10-13
Nemes Rush Group LLC
DECREASED
Shares12,023 from 12,270
Change-247 (-2%)
Value$344.7K (-$11.2K)
Filed 2026-11-04
KWB Wealth
NEW
Shares12,022
Change+12,022
Value$344.7K
Filed 2026-10-16
Compound Planning, Inc.
NEW
Shares11,916
Change+11,916
Value$341.6K
Filed 2026-11-05
Trek Financial, LLC
NEW
Shares11,252
Change+11,252
Value$322.6K
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares11,222 from 8,843
Change+2,379 (+27%)
Value$321.7K (+$65.2K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares11,051 from 9,954
Change+1,097 (+11%)
Value$316.8K (+$28.1K)
Filed 2026-11-02
Tandem Investment Partners LLC
DECREASED
Shares10,538 from 31,569
Change-21,031 (-67%)
Value$302.1K (-$613.7K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares10,436 from 8,070
Change+2,366 (+29%)
Value$299.2K (+$65.1K)
Filed 2026-10-19
SMI Advisory Services, LLC
INCREASED
Shares10,174 from 9,614
Change+560 (+6%)
Value$291.7K (+$13.4K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares10,000
Change+10,000
Value$286.7K
Filed 2026-10-26
Vavra Capital Management, LLC
DECREASED
Shares9,795 from 42,984
Change-33,189 (-77%)
Value$280.8K (-$966.1K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares9,769 from 7,150
Change+2,619 (+37%)
Value$280.1K (+$72.7K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares9,585 from 10,682
Change-1,097 (-10%)
Value$274.8K (-$36.9K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares8,990 from 4,058
Change+4,932 (+122%)
Value$257.7K (+$140.0K)
Filed 2026-10-30
First Heartland Consultants, Inc.
DECREASED
Shares8,954 from 9,294
Change-340 (-4%)
Value$256.7K (-$12.9K)
Filed 2026-10-08
Narwhal Capital Management
NEW
Shares8,853
Change+8,853
Value$253.8K
Filed 2026-11-04
Financial Enhancement Group LLC
DECREASED
Shares8,647 from 10,447
Change-1,800 (-17%)
Value$247.7K (-$55.3K)
Filed 2026-10-08
MBE Wealth Management, LLC
NEW
Shares8,598
Change+8,598
Value$246.5K
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,282
Change+8,282
Value$237.4K
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares8,205 from 8,205
Change0 (0%)
Value$235.2K (-$2.8K)
Filed 2026-10-26
Chesley Taft & Associates LLC
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$233.7K (-$2.8K)
Filed 2026-10-13
Sigma Planning Corp
NEW
Shares7,970
Change+7,970
Value$228.5K
Filed 2026-10-23
Founders Financial Securities LLC
NEW
Shares7,890
Change+7,890
Value$226.2K
Filed 2026-10-28
Invested Advisors
NEW
Shares7,840
Change+7,840
Value$224.8K
Filed 2026-10-23
BetterWealth, LLC
UNCHANGED
Shares7,796 from 7,796
Change0 (0%)
Value$223.5K (-$2.7K)
Filed 2026-10-15
Altiora Financial Group, LLC
DECREASED
Shares7,525 from 36,813
Change-29,288 (-80%)
Value$215.7K (-$852.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares7,407 from 7,778
Change-371 (-5%)
Value$212.4K (-$13.3K)
Filed 2026-10-08
Optima Capital LLC
DECREASED
Shares7,272 from 7,388
Change-116 (-2%)
Value$208.5K (-$5.8K)
Filed 2026-10-29
Essex Bank
NEW
Shares7,182
Change+7,182
Value$205.8K
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares7,055 from 6,157
Change+898 (+15%)
Value$202.3K (+$23.7K)
Filed 2026-10-28
Midwest Heritage Bank, FSB
UNCHANGED
Shares7,044 from 7,044
Change0 (0%)
Value$202.0K (-$2.4K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares5,931 from 6,328
Change-397 (-6%)
Value$170 (-$183.8K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares5,899 from 6,181
Change-282 (-5%)
Value$169.8K (-$8.8K)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$143.4K (-$1.7K)
Filed 2026-10-30
Your Advocates Ltd., LLP
INCREASED
Shares4,457 from 3,895
Change+562 (+14%)
Value$127.8K (+$14.8K)
Filed 2026-11-03
Kroeger Financial Partners
UNCHANGED
Shares3,723 from 3,723
Change0 (0%)
Value$106.7K (-$1.3K)
Filed 2026-10-19
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$91.4K (-$535)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,929 from 3,205
Change-276 (-9%)
Value$84.0K (-$9.0K)
Filed 2026-10-07
Retirement Wealth Solutions LLC
NEW
Shares2,818
Change+2,818
Value$80.8K
Filed 2026-10-07
Eastern Bank
INCREASED
Shares2,766 from 1
Change+2,765 (+276500%)
Value$79.3K (+$79.3K)
Filed 2026-10-05
SBI Securities Co., Ltd.
DECREASED
Shares2,289 from 2,328
Change-39 (-2%)
Value$65.6K (-$1.9K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares2,286 from 2,265
Change+21 (+1%)
Value$65.5K (-$154)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
INCREASED
Shares2,173 from 1,077
Change+1,096 (+102%)
Value$62.2K (+$31.0K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
INCREASED
Shares2,100 from 1,900
Change+200 (+11%)
Value$60.2K (+$5.1K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares2,052 from 2,039
Change+13 (+1%)
Value$58.8K (-$330)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares1,514
Change+1,514
Value$43.4K
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares1,407 from 698
Change+709 (+102%)
Value$40.3K (+$20.1K)
Filed 2026-11-05
Phillip James Consulting Co.
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$38.8K (-$461)
Filed 2026-11-03
EPG Wealth Management LLC
INCREASED
Shares1,190 from 1,179
Change+11 (+1%)
Value$34.1K (-$80)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares892 from 1,291
Change-399 (-31%)
Value$25.6K (-$11.9K)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$21.1K (-$250)
Filed 2026-10-07
Aventus Investment Advisors, Inc.
DECREASED
Shares672 from 687
Change-15 (-2%)
Value$19.3K (-$664)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares619
Change+619
Value$17.7K
Filed 2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$15.8K (-$187)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares461 from 684
Change-223 (-33%)
Value$13.2K (-$6.6K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares368 from 216
Change+152 (+70%)
Value$10.6K (+$4.3K)
Filed 2026-11-05
Asset Dedication, LLC
NEW
Shares345
Change+345
Value$9.9K
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$9.9K (-$117)
Filed 2026-10-14
Kelleher Financial Advisors
DECREASED
Shares316 from 632
Change-316 (-50%)
Value$9.1K (-$9.3K)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares299
Change+299
Value$8.6K
Filed 2026-10-09
Buck Wealth Strategies, LLC
INCREASED
Shares272 from 269
Change+3 (+1%)
Value$7.8K (-$19)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$6.8K (-$81)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.7K (-$68)
Filed 2026-10-16
Cape Investment Advisory, Inc.
NEW
Shares82
Change+82
Value$2.4K
Filed 2026-10-13
Kingdom Financial Group Llc.
INCREASED
Shares69 from 41
Change+28 (+68%)
Value$2.0K (+$795)
Filed 2026-11-04
Affinity Wealth LLC
NEW
Shares45
Change+45
Value$1.3K
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.3K (-$15)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.1K (-$12)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares36 from 273
Change-237 (-87%)
Value$1.0K (-$6.9K)
Filed 2026-10-14
Spurstone Advisory Services, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$687 (-$7)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares23
Change+23
Value$659
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$516 (-$6)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$330 (-$4)
Filed 2026-11-04
Transmarket Holdings LP
CLOSED
Shares0 from 378,140
Change-378,140 (-100%)
Value$0 (-$11.0M)
Filed 2026-10-27
Walker Financial Services, Inc.
CLOSED
Shares0 from 107,751
Change-107,751 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-26
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 25,057
Change-25,057 (-100%)
Value$0 (-$726.9K)
Filed 2026-10-28
OceanIQ Capital, LLC
CLOSED
Shares0 from 18,225
Change-18,225 (-100%)
Value$0 (-$527.1K)
Filed 2026-10-19
PFG Advisors
CLOSED
Shares0 from 15,418
Change-15,418 (-100%)
Value$0 (-$447.3K)
Filed 2026-10-16
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 14,839
Change-14,839 (-100%)
Value$0 (-$430.5K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 12,330
Change-12,330 (-100%)
Value$0 (-$357.7K)
Filed 2026-10-26
BAM Wealth Management, LLC
CLOSED
Shares0 from 11,556
Change-11,556 (-100%)
Value$0 (-$335.2K)
Filed 2026-10-15
Blue Capital, Inc.
CLOSED
Shares0 from 10,135
Change-10,135 (-100%)
Value$0 (-$294.0K)
Filed 2026-10-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 9,354
Change-9,354 (-100%)
Value$0 (-$271.4K)
Filed 2026-10-09
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 9,046
Change-9,046 (-100%)
Value$0 (-$262.4K)
Filed 2026-10-21
Howard Bailey Securities, LLC
CLOSED
Shares0 from 7,518
Change-7,518 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-27
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 7,020
Change-7,020 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-19
Asset Management One Co., Ltd.
CLOSED
Shares0 from 1,751
Change-1,751 (-100%)
Value$0 (-$50.8K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-02
Bokf, NA
CLOSED
Shares0 from 307
Change-307 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 22,686,978
Change-22,686,978 (-100%)
Value—
State Street Corp
N/A
Shares— from 13,899,161
Change-13,899,161 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,249,616
Change-9,249,616 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,991,445
Change-6,991,445 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,091,698
Change-6,091,698 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,196,896
Change-3,196,896 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,822,739
Change-2,822,739 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,620,688
Change-2,620,688 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,283,555
Change-2,283,555 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,270,040
Change-2,270,040 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,171,929
Change-2,171,929 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,111,976
Change-2,111,976 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,034,811
Change-2,034,811 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,936,809
Change-1,936,809 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,904,928
Change-1,904,928 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,679,505
Change-1,679,505 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,676,702
Change-1,676,702 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,599,536
Change-1,599,536 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,586,270
Change-1,586,270 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,521,466
Change-1,521,466 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,424,219
Change-1,424,219 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 1,334,080
Change-1,334,080 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,298,928
Change-1,298,928 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 890,275
Change-890,275 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 864,508
Change-864,508 (-100%)
Value—
UBS Group AG
N/A
Shares— from 818,168
Change-818,168 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 753,673
Change-753,673 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 748,662
Change-748,662 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 746,935
Change-746,935 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 714,150
Change-714,150 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 700,755
Change-700,755 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 671,071
Change-671,071 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 663,501
Change-663,501 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 633,590
Change-633,590 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 616,249
Change-616,249 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 610,499
Change-610,499 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 573,043
Change-573,043 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 570,516
Change-570,516 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 553,651
Change-553,651 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 534,195
Change-534,195 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 513,173
Change-513,173 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 506,185
Change-506,185 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 499,807
Change-499,807 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 440,958
Change-440,958 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 420,392
Change-420,392 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 398,443
Change-398,443 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 348,746
Change-348,746 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 347,656
Change-347,656 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 315,007
Change-315,007 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 309,991
Change-309,991 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 309,625
Change-309,625 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 302,600
Change-302,600 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 284,125
Change-284,125 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 268,853
Change-268,853 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 267,736
Change-267,736 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 257,034
Change-257,034 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 253,242
Change-253,242 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 238,773
Change-238,773 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 229,744
Change-229,744 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 225,786
Change-225,786 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 224,755
Change-224,755 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 220,045
Change-220,045 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 203,320
Change-203,320 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 199,335
Change-199,335 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 195,013
Change-195,013 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 189,541
Change-189,541 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 171,071
Change-171,071 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 166,064
Change-166,064 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 165,804
Change-165,804 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 163,954
Change-163,954 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 163,912
Change-163,912 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 160,091
Change-160,091 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 158,682
Change-158,682 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 157,262
Change-157,262 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 148,616
Change-148,616 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 139,565
Change-139,565 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 134,632
Change-134,632 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 125,393
Change-125,393 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 123,558
Change-123,558 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 115,561
Change-115,561 (-100%)
Value—
Nwam LLC
N/A
Shares— from 110,404
Change-110,404 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 109,704
Change-109,704 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 105,618
Change-105,618 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 97,218
Change-97,218 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 96,007
Change-96,007 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 95,459
Change-95,459 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 88,543
Change-88,543 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 86,391
Change-86,391 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,154
Change-85,154 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 82,693
Change-82,693 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 81,665
Change-81,665 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 78,083
Change-78,083 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 74,707
Change-74,707 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 72,526
Change-72,526 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 71,532
Change-71,532 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 69,837
Change-69,837 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 63,585
Change-63,585 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61,052
Change-61,052 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 60,022
Change-60,022 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 55,762
Change-55,762 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 55,751
Change-55,751 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 55,469
Change-55,469 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 52,351
Change-52,351 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 44,673
Change-44,673 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 42,872
Change-42,872 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 42,081
Change-42,081 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 40,180
Change-40,180 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 40,176
Change-40,176 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 36,947
Change-36,947 (-100%)
Value—
Betterment LLC
N/A
Shares— from 35,532
Change-35,532 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 35,503
Change-35,503 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 34,477
Change-34,477 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 33,819
Change-33,819 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 33,634
Change-33,634 (-100%)
Value—
Aspire Private Capital, LLC
N/A
Shares— from 31,829
Change-31,829 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 31,462
Change-31,462 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,369
Change-31,369 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 29,689
Change-29,689 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 29,149
Change-29,149 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 28,589
Change-28,589 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,956
Change-27,956 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 27,800
Change-27,800 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 26,787
Change-26,787 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,544
Change-26,544 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 26,339
Change-26,339 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 25,812
Change-25,812 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 25,128
Change-25,128 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 25,005
Change-25,005 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 24,822
Change-24,822 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 24,532
Change-24,532 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,155
Change-24,155 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 23,890
Change-23,890 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,027
Change-23,027 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 22,525
Change-22,525 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 21,075
Change-21,075 (-100%)
Value—
&partners
N/A
Shares— from 20,574
Change-20,574 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 19,921
Change-19,921 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 18,969
Change-18,969 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,792
Change-18,792 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 18,387
Change-18,387 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 18,166
Change-18,166 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,049
Change-18,049 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17,945
Change-17,945 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,779
Change-17,779 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 17,681
Change-17,681 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 17,359
Change-17,359 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 17,229
Change-17,229 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 17,096
Change-17,096 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 16,230
Change-16,230 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 16,184
Change-16,184 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 15,620
Change-15,620 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 15,037
Change-15,037 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 13,928
Change-13,928 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 13,512
Change-13,512 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 12,677
Change-12,677 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 12,282
Change-12,282 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 12,237
Change-12,237 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,332
Change-11,332 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,527
Change-10,527 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,823
Change-9,823 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,180
Change-9,180 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,244
Change-8,244 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,806
Change-7,806 (-100%)
Value—
Legacy Trust
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Collier Financial
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 904
Change-904 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 870
Change-870 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 833
Change-833 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 736
Change-736 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 702
Change-702 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 675
Change-675 (-100%)
Value—
Blair William & Co
N/A
Shares— from 650
Change-650 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 422
Change-422 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 398
Change-398 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 30
Change-30 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Globalt Investments LLC / GA
DECREASED9,867,51610,027,856-160,340-2%$290.9M$282.9M-$8.0M2026-10-27
CX Institutional
INCREASED4,878,6862,003+4,876,683+243469%$58$139.9K+$139.8K2026-10-02
Assetmark, Inc
INCREASED3,214,9131,370,678+1,844,235+135%$39.8M$92.2M+$52.4M2026-10-21
Truist Financial Corp
INCREASED2,003,7421,905,391+98,351+5%$55.3M$57.4M+$2.2M2026-10-30
Evermay Wealth Management LLC
DECREASED2,002,0223,358,171-1,356,149-40%$97.4M$57.4M-$40.0M2026-11-05
Dagco, Inc.
INCREASED2,000,6891,838,753+161,936+9%$53.3M$57.4M+$4.0M2026-10-20
Financial Solutions Advisory Group, Inc.
DECREASED1,738,6333,601,971-1,863,338-52%$104.2M$49.9M-$54.3M2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED1,710,9521,598,899+112,053+7%$46.4M$49.1M+$2.7M2026-10-29
Woodmont Investment Counsel LLC
INCREASED1,422,8321,171,212+251,620+21%$34.0M$40.8M+$6.8M2026-10-29
Alliance Wealth Advisors, LLC
INCREASED1,118,638983,283+135,355+14%$28.5M$32.1M+$3.5M2026-10-28
Triad Wealth Partners, LLC
INCREASED1,062,9961,015,011+47,985+5%$29.3M$30.5M+$1.2M2026-10-26
Willow Creek Wealth Management Inc.
INCREASED1,051,844813,236+238,608+29%$23.6M$30.2M+$6.6M2026-10-26
Heartwood Wealth Advisors LLC
INCREASED1,029,8601,014,658+15,202+2%$29.4M$29.5M+$90.9K2026-10-05
Crane Advisory, LLC
INCREASED1,014,126995,137+18,989+2%$28.8M$29.0M+$205.1K2026-10-13
Acorn Financial Advisory Services Inc
DECREASED990,2301,438,245-448,015-31%$41.7M$28.4M-$13.3M2026-11-02
Boston Standard Wealth Management, LLC
INCREASED948,260895,179+53,081+6%$25.9M$27.2M+$1.3M2026-10-07
Independence Wealth Advisors, LLC
INCREASED921,700405,465+516,235+127%$11.8M$26.4M+$14.7M2026-10-29
Park Avenue Securities LLC
INCREASED896,214867,455+28,759+3%$25.2M$25.7K-$25.1M2026-10-26
1888 Investments, LLC
DECREASED893,000980,110-87,110-9%$28.4M$25.6M-$2.8M2026-11-04
Gradient Investments LLC
INCREASED707,671695,270+12,401+2%$20.2M$20.3M+$119.1K2026-10-08
Great Point Wealth Advisors, LLC
INCREASED691,433660,143+31,290+5%$19.2M$19.8M+$672.6K2026-10-15
Fonville Wealth Management LLC
INCREASED684,046561,459+122,587+22%$16.3M$19.6M+$3.3M2026-10-28
Concurrent Investment Advisors, LLC
DECREASED651,166674,211-23,045-3%$19.6M$18.7M-$889.9K2026-10-16
Evergreen Capital Management LLC
DECREASED645,194696,181-50,987-7%$20.2M$18.5M-$1.7M2026-10-23
Private Wealth Group, LLC
INCREASED585,367549,817+35,550+6%$16.0M$16.8M+$832.3K2026-10-19
Hughes Financial Services, LLC
INCREASED582,464552,224+30,240+5%$16.0M$16.8M+$760.8K2026-10-30
SeaBridge Investment Advisors LLC
INCREASED532,597527,316+5,281+1%$15.3M$15.3M-$27.9K2026-11-02
S. R. Schill & Associates
INCREASED456,730366,104+90,626+25%$10.6M$13.1M+$2.5M2026-10-20
Treasure Coast Financial Planning
INCREASED438,388360,928+77,460+21%$10.5M$12.6M+$2.1M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED409,069400,071+8,998+2%$11.6M$11.7M+$158.0K2026-10-13
Lighthouse Financial Services Inc
INCREASED402,806399,816+2,990+1%$11.6M$11.5M-$6.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED372,109208,973+163,136+78%$6.1M$10.7M+$4.6M2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED326,000277,000+49,000+18%$8.0M$9.3M+$1.3M2026-11-03
Apella Capital, LLC
DECREASED307,694317,537-9,843-3%$9.2M$8.8M-$364.6K2026-10-08
First Affirmative Financial Network
NEW299,382—+299,382——$8.6M—2026-10-21
SeedSafe Financial LLC
INCREASED299,249243,624+55,625+23%$7.1M$8.6M+$1.5M2026-11-02
Main Line Retirement Advisors, LLC
INCREASED297,079268,794+28,285+11%$7.8M$8.5M+$719.5K2026-10-14
One Day In July LLC
INCREASED287,644140,011+147,633+105%$4.1M$8.2M+$4.2M2026-10-30
Rinkey Investments
DECREASED266,403278,526-12,123-4%$8.1M$7.6M-$442.3K2026-10-28
Integrated Capital Management, Inc.
INCREASED233,624229,210+4,414+2%$6.6M$6.7M+$48.6K2026-10-09
Creative Financial Designs Inc
DECREASED230,076942,567-712,491-76%$27.3M$6.6M-$20.7M2026-11-04
Key FInancial Inc
DECREASED206,162208,130-1,968-1%$6.0M$5.9M-$127.2K2026-11-02
MKT Advisors LLC
DECREASED201,978203,633-1,655-1%$5.9M$5.8M-$96.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED176,722191,109-14,387-8%$5.5M$5.1K-$5.5M2026-11-02
Fund Evaluation Group, LLC
NEW172,715—+172,715——$5.0M—2026-11-05
Silverlake Wealth Management LLC
INCREASED166,584154,101+12,483+8%$4.5M$4.8M+$305.5K2026-10-21
Verus Capital Partners, LLC
DECREASED165,991169,453-3,462-2%$4.9M$4.8M-$156.9K2026-11-03
Commonwealth Equity Services, LLC
INCREASED153,175150,518+2,657+2%$4.4M$4.4M+$25.0K2026-11-02
WBH Advisory Inc
DECREASED151,822172,324-20,502-12%$5.0M$4.4M-$646.4K2026-11-05
Hobart Private Capital, LLC
INCREASED149,961138,224+11,737+8%$4.0M$4.3M+$289.5K2026-10-19
Integrity Alliance, Llc.
INCREASED141,18538,650+102,535+265%$1.1M$4.0M+$2.9M2026-10-29
MY Wealth Management Inc.
DECREASED137,294161,028-23,734-15%$4.7M$3.9M-$735.2K2026-10-21
RFG Advisory, LLC
INCREASED133,943117,365+16,578+14%$3.4M$3.8M+$435.4K2026-11-03
Guild Investment Management, Inc.
DECREASED133,000167,000-34,000-20%$4.8M$3.8M-$1.0M2026-11-03
Matauro, LLC
INCREASED130,08899,155+30,933+31%$2.9M$3.7M+$853.3K2026-11-03
Mechanics Bank Trust Department
DECREASED129,862138,057-8,195-6%$4.0M$3.7M-$281.9K2026-10-13
Simplicity Wealth,LLC
INCREASED127,27065,802+61,468+93%$1.9M$3.6M+$1.7M2026-10-23
Avior Wealth Management, LLC
INCREASED123,804121,635+2,169+2%$3.5M$3.5M+$20.8K2026-10-13
1620 Investment Advisors, Inc.
INCREASED117,774106,100+11,674+11%$3.1M$3.4M+$298.6K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED105,608101,681+3,927+4%$2.9M$3.0M+$78.0K2026-10-13
Entrewealth, LLC
DECREASED100,368104,843-4,475-4%$3.0M$2.9M-$152.4K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED100,25731,344+68,913+220%$909.3K$2.9M+$2.0M2026-10-26
Roberts Wealth Advisors, LLC
INCREASED100,18995,515+4,674+5%$2.8M$2.9M+$101.5K2026-10-14
Hudson Oak Wealth Advisory LLC
INCREASED96,76893,896+2,872+3%$2.7M$2.8M+$50.4K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED88,25189,537-1,286-1%$2.6M$2.5M-$67.3K2026-10-20
SigFig Wealth Management, LLC
DECREASED78,87982,327-3,448-4%$2.4M$2.3M-$128.5K2026-10-07
Sentinel Pension Advisors, LLC
INCREASED78,29677,763+533+1%$2.3M$2.2M-$8.1K2026-11-02
Lanark Financial, Inc.
DECREASED77,75793,908-16,151-17%$2.7M$2.2M-$495.0K2026-10-26
Tempus Wealth Planning, LLC
DECREASED76,74482,562-5,818-7%$2.4M$2.2M-$194.9K2026-10-14
Vicus Capital
INCREASED68,57258,138+10,434+18%$1.7M$2.0M+$279.4K2026-11-05
Fiduciary Financial Group, LLC
DECREASED67,49974,173-6,674-9%$2.2M$1.9M-$216.6K2026-10-13
Tactive Advisors, LLC
INCREASED67,20565,413+1,792+3%$1.9M$1.9M+$29.1K2026-10-08
Visionary Horizons, LLC
DECREASED64,40866,455-2,047-3%$1.9M$1.8M-$81.3K2026-10-22
Fifth Third Securities, Inc.
INCREASED60,9709,057+51,913+573%$262.7K$1.7M+$1.5M2026-10-21
Bailard, Inc.
DECREASED58,43384,418-25,985-31%$2.4M$1.7M-$773.7K2026-10-13
Pacific Park Financial, Inc.
INCREASED58,26246,448+11,814+25%$1.3M$1.7M+$322.9K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED56,01052,985+3,025+6%$1.5M$1.6M+$68.7K2026-10-21
Genesis Private Wealth, LLC
DECREASED55,92171,952-16,031-22%$2.1M$1.6M-$484.1K2026-11-02
Thompson Davis & Co., Inc.
DECREASED52,57556,130-3,555-6%$1.6M$1.5M-$121.0K2026-11-05
Intrua Financial, LLC
DECREASED50,79264,989-14,197-22%$1.9M$1.5M-$429.1K2026-10-28
TD Private Client Wealth LLC
INCREASED50,29010,743+39,547+368%$311.7K$1.4M+$1.1M2026-10-28
Private Trust Co NA
INCREASED47,71325,118+22,595+90%$728.7K$1.4M+$639.3K2026-10-20
Breakwater Investment Management
INCREASED47,29046,325+965+2%$1.3M$1.4M+$11.9K2026-10-20
Vise Technologies, Inc.
INCREASED45,74441,349+4,395+11%$1.2M$1.3M+$111.9K2026-10-29
Successful Portfolios LLC
DECREASED41,56842,271-703-2%$1.2M$1.2M-$32.9K2026-10-09
Kohmann Bosshard Financial Services, LLC
INCREASED40,29039,979+311+1%$1.2M$1.2M-$4.7K2026-11-04
Integrated Advisors Network LLC
UNCHANGED37,21237,21200%$1.1M$1.1M-$12.7K2026-10-20
XY Planning Network, Inc.
INCREASED34,58628,884+5,702+20%$837.9K$991.6K+$153.7K2026-10-14
Puff Wealth Management, LLC
INCREASED34,23830,860+3,378+11%$895.2K$981.6K+$86.4K2026-10-07
Layline Advisors, LLC
INCREASED34,20719,206+15,001+78%$557.2K$980.7K+$423.5K2026-11-02
WealthSpring Partners, LLC
NEW33,670—+33,670——$965.3K—2026-10-14
Evanson Financial, LLC
UNCHANGED32,52332,52300%$943.5K$932.4K-$11.1K2026-10-23
Maia Wealth LLC
INCREASED32,25531,530+725+2%$914.7K$924.8K+$10.1K2026-10-19
Oregon Pacific Wealth Management, LLC
NEW31,473—+31,473——$902.3K—2026-10-20
Altfest L J & Co Inc
INCREASED31,21524,671+6,544+27%$715.7K$894.9K+$179.2K2026-10-27
Downshift Financial, LLC
DECREASED31,10332,799-1,696-5%$951.5K$891.7K-$59.8K2026-10-13
Kestra Advisory Services, LLC
INCREASED30,93126,723+4,208+16%$775.2K$886.8K+$111.5K2026-11-02
Cullen T Bankers, Inc.
NEW30,741—+30,741——$881.3K—2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED27,94224,761+3,181+13%$718.3K$801.1K+$82.8K2026-11-03
Capital Management Associates, Inc
UNCHANGED26,88026,88000%$779.8K$770.7K-$9.1K2026-10-20
US Bancorp \de\
INCREASED26,68323,102+3,581+16%$670.2K$765.0K+$94.8K2026-11-05
Sowell Financial Services LLC
INCREASED25,61423,937+1,677+7%$694.4K$734.4K+$39.9K2026-10-23
Paladin Wealth, LLC
DECREASED25,26325,896-633-2%$751.2K$724.3K-$26.9K2026-10-23
Allen Capital Group, LLC
INCREASED24,46924,377+92+0%$707.2K$701.5K-$5.7K2026-10-27
Portland Financial Advisors Inc
INCREASED22,70820,698+2,010+10%$600.4K$651.0K+$50.6K2026-10-26
Slow Capital, Inc.
DECREASED22,51430,041-7,527-25%$871.5K$645.5K-$226.0K2026-10-23
Choreo, LLC
INCREASED21,1529,539+11,613+122%$276.7K$606.4K+$329.7K2026-10-28
Trilogy Capital Inc.
DECREASED21,05424,369-3,315-14%$706.9K$603.6K-$103.3K2026-10-20
Founders Grove Wealth Partners, LLC
NEW19,913—+19,913——$570.9K—2026-10-16
Destiny Capital Corp
DECREASED19,74019,741-10%$572.7K$565.9K-$6.7K2026-11-03
Citigroup Inc
DECREASED18,48928,349-9,860-35%$822.4K$530.1K-$292.3K2026-11-04
Evensky & Katz LLC
INCREASED18,47118,298+173+1%$531.0K$530-$530.5K2026-10-27
Clark Asset Management, LLC
UNCHANGED17,75717,75700%$515.1K$509.1K-$6.0K2026-10-19
Cranbrook Wealth Management, LLC
INCREASED17,55717,202+355+2%$499.0K$503.4K+$4.4K2026-10-28
Ascent Group, LLC
INCREASED17,5468,608+8,938+104%$249.7K$503.0K+$253.3K2026-10-30
Onyx Bridge Wealth Group LLC
NEW17,232—+17,232——$494.0K—2026-10-16
Formidable Asset Management, LLC
INCREASED16,90416,354+550+3%$477.2K$490.4K+$13.2K2026-11-03
Wesbanco Bank Inc
UNCHANGED15,86515,86500%$460.2K$454.9K-$5.4K2026-11-04
WBI Investments, LLC
INCREASED15,81314,085+1,728+12%$408.6K$453.4K+$44.8K2026-11-05
Acropolis Investment Management, LLC
INCREASED15,18614,400+786+5%$417.7K$435.4K+$17.6K2026-10-08
Parallel Advisors, LLC
INCREASED15,0457,954+7,091+89%$230.8K$431.3K+$200.6K2026-11-03
Latitude Advisors, LLC
INCREASED14,51014,318+192+1%$415.4K$416.0K+$6292026-10-27
Carnegie Investment Counsel
DECREASED14,27314,626-353-2%$424.3K$409.2K-$15.1K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED13,90610,815+3,091+29%$313.8K$398.7K+$84.9K2026-11-05
Centurion Wealth Management LLC
DECREASED13,39118,619-5,228-28%$540.1K$383.9K-$156.2K2026-10-13
Larson Financial Group LLC
INCREASED12,52212,513+9+0%$363.0K$359.0K-$4.0K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED12,41714,455-2,038-14%$419.6K$356.0K-$63.6K2026-10-13
Nemes Rush Group LLC
DECREASED12,02312,270-247-2%$355.9K$344.7K-$11.2K2026-11-04
KWB Wealth
NEW12,022—+12,022——$344.7K—2026-10-16
Compound Planning, Inc.
NEW11,916—+11,916——$341.6K—2026-11-05
Trek Financial, LLC
NEW11,252—+11,252——$322.6K—2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED11,2228,843+2,379+27%$256.5K$321.7K+$65.2K2026-10-15
Creative Planning
INCREASED11,0519,954+1,097+11%$288.8K$316.8K+$28.1K2026-11-02
Tandem Investment Partners LLC
DECREASED10,53831,569-21,031-67%$915.8K$302.1K-$613.7K2026-10-16
Highline Wealth Partners LLC
INCREASED10,4368,070+2,366+29%$234.1K$299.2K+$65.1K2026-10-19
SMI Advisory Services, LLC
INCREASED10,1749,614+560+6%$278.3K$291.7K+$13.4K2026-10-13
Leo Wealth, LLC
NEW10,000—+10,000——$286.7K—2026-10-26
Vavra Capital Management, LLC
DECREASED9,79542,984-33,189-77%$1.2M$280.8K-$966.1K2026-10-14
IFP Advisors, Inc
INCREASED9,7697,150+2,619+37%$207.4K$280.1K+$72.7K2026-10-16
SAX Wealth Advisors, LLC
DECREASED9,58510,682-1,097-10%$311.7K$274.8K-$36.9K2026-10-13
Richardson Financial Services Inc.
INCREASED8,9904,058+4,932+122%$117.7K$257.7K+$140.0K2026-10-30
First Heartland Consultants, Inc.
DECREASED8,9549,294-340-4%$269.6K$256.7K-$12.9K2026-10-08
Narwhal Capital Management
NEW8,853—+8,853——$253.8K—2026-11-04
Financial Enhancement Group LLC
DECREASED8,64710,447-1,800-17%$303.1K$247.7K-$55.3K2026-10-08
MBE Wealth Management, LLC
NEW8,598—+8,598——$246.5K—2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW8,282—+8,282——$237.4K—2026-10-16
First Horizon Corp
UNCHANGED8,2058,20500%$238.0K$235.2K-$2.8K2026-10-26
Chesley Taft & Associates LLC
UNCHANGED8,1508,15000%$236.4K$233.7K-$2.8K2026-10-13
Sigma Planning Corp
NEW7,970—+7,970——$228.5K—2026-10-23
Founders Financial Securities LLC
NEW7,890—+7,890——$226.2K—2026-10-28
Invested Advisors
NEW7,840—+7,840——$224.8K—2026-10-23
BetterWealth, LLC
UNCHANGED7,7967,79600%$226.2K$223.5K-$2.7K2026-10-15
Altiora Financial Group, LLC
DECREASED7,52536,813-29,288-80%$1.1M$215.7K-$852.2K2026-11-04
CoreCap Advisors, LLC
DECREASED7,4077,778-371-5%$225.6K$212.4K-$13.3K2026-10-08
Optima Capital LLC
DECREASED7,2727,388-116-2%$214.3K$208.5K-$5.8K2026-10-29
Essex Bank
NEW7,182—+7,182——$205.8K—2026-10-16
Financial Network Wealth Advisors LLC
INCREASED7,0556,157+898+15%$178.6K$202.3K+$23.7K2026-10-28
Midwest Heritage Bank, FSB
UNCHANGED7,0447,04400%$204.3K$202.0K-$2.4K2026-10-26
Tsfg, LLC
DECREASED5,9316,328-397-6%$184.0K$170-$183.8K2026-10-23
TD Waterhouse Canada Inc.
DECREASED5,8996,181-282-5%$178.6K$169.8K-$8.8K2026-10-16
Spire Wealth Management
UNCHANGED5,0005,00000%$145.1K$143.4K-$1.7K2026-10-30
Your Advocates Ltd., LLP
INCREASED4,4573,895+562+14%$113.0K$127.8K+$14.8K2026-11-03
Kroeger Financial Partners
UNCHANGED3,7233,72300%$108.0K$106.7K-$1.3K2026-10-19
Portfolio Resources Advisor Group, Inc.
UNCHANGED3,1503,15000%$91.9K$91.4K-$5352026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED2,9293,205-276-9%$93.0K$84.0K-$9.0K2026-10-07
Retirement Wealth Solutions LLC
NEW2,818—+2,818——$80.8K—2026-10-07
Eastern Bank
INCREASED2,7661+2,765+276500%$29$79.3K+$79.3K2026-10-05
SBI Securities Co., Ltd.
DECREASED2,2892,328-39-2%$67.5K$65.6K-$1.9K2026-10-22
Versant Capital Management, Inc
INCREASED2,2862,265+21+1%$65.7K$65.5K-$1542026-10-02
Capital Investment Advisory Services, LLC
INCREASED2,1731,077+1,096+102%$31.2K$62.2K+$31.0K2026-10-30
Pinnacle Bancorp, Inc.
INCREASED2,1001,900+200+11%$55.1K$60.2K+$5.1K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED2,0522,039+13+1%$59.2K$58.8K-$3302026-11-04
USA Financial Formulas
NEW1,514—+1,514——$43.4K—2026-10-16
Rossby Financial, LCC
INCREASED1,407698+709+102%$20.2K$40.3K+$20.1K2026-11-05
Phillip James Consulting Co.
UNCHANGED1,3551,35500%$39.3K$38.8K-$4612026-11-03
EPG Wealth Management LLC
INCREASED1,1901,179+11+1%$34.2K$34.1K-$802026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED8921,291-399-31%$37.5K$25.6K-$11.9K2026-10-15
Investors Research Corp
UNCHANGED73573500%$21.3K$21.1K-$2502026-10-07
Aventus Investment Advisors, Inc.
DECREASED672687-15-2%$19.9K$19.3K-$6642026-10-09
Root Financial Partners, LLC
NEW619—+619——$17.7K—2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED55055000%$16.0K$15.8K-$1872026-10-22
Mather Group, Llc.
DECREASED461684-223-33%$19.8K$13.2K-$6.6K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED368216+152+70%$6.3K$10.6K+$4.3K2026-11-05
Asset Dedication, LLC
NEW345—+345——$9.9K—2026-11-03
Lodestone Wealth Management LLC
UNCHANGED34534500%$10.0K$9.9K-$1172026-10-14
Kelleher Financial Advisors
DECREASED316632-316-50%$18.3K$9.1K-$9.3K2026-10-30
GK Wealth Management LLC
NEW299—+299——$8.6K—2026-10-09
Buck Wealth Strategies, LLC
INCREASED272269+3+1%$7.8K$7.8K-$192026-10-28
Elevated Capital Advisors, LLC
UNCHANGED23823800%$6.9K$6.8K-$812026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED20020000%$5.8K$5.7K-$682026-10-16
Cape Investment Advisory, Inc.
NEW82—+82——$2.4K—2026-10-13
Kingdom Financial Group Llc.
INCREASED6941+28+68%$1.2K$2.0K+$7952026-11-04
Affinity Wealth LLC
NEW45—+45——$1.3K—2026-11-03
AlphaCore Capital LLC
UNCHANGED454500%$1.3K$1.3K-$152026-11-04
Golden State Wealth Management, LLC
UNCHANGED373700%$1.1K$1.1K-$122026-11-02
Triumph Capital Management
DECREASED36273-237-87%$7.9K$1.0K-$6.9K2026-10-14
Spurstone Advisory Services, LLC
UNCHANGED242400%$694$687-$72026-11-02
Ascentis Independent Advisors
NEW23—+23——$659—2026-11-03
Compass Financial Management LLC
UNCHANGED181800%$522$516-$62026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED121200%$334$330-$42026-11-04
Transmarket Holdings LP
CLOSED0378,140-378,140-100%$11.0M$0-$11.0M2026-10-27
Walker Financial Services, Inc.
CLOSED0107,751-107,751-100%$3.1M$0-$3.1M2026-10-26
Clear Creek Financial Management, LLC
CLOSED025,057-25,057-100%$726.9K$0-$726.9K2026-10-28
OceanIQ Capital, LLC
CLOSED018,225-18,225-100%$527.1K$0-$527.1K2026-10-19
PFG Advisors
CLOSED015,418-15,418-100%$447.3K$0-$447.3K2026-10-16
Sightline Wealth Advisors, LLC
CLOSED014,839-14,839-100%$430.5K$0-$430.5K2026-10-21
Ballast Rock Private Wealth LLC
CLOSED012,330-12,330-100%$357.7K$0-$357.7K2026-10-26
BAM Wealth Management, LLC
CLOSED011,556-11,556-100%$335.2K$0-$335.2K2026-10-15
Blue Capital, Inc.
CLOSED010,135-10,135-100%$294.0K$0-$294.0K2026-10-13
Sound Income Strategies, LLC
CLOSED09,354-9,354-100%$271.4K$0-$271.4K2026-10-09
Wealthcare Capital Partners, LLC
CLOSED09,046-9,046-100%$262.4K$0-$262.4K2026-10-21
Howard Bailey Securities, LLC
CLOSED07,518-7,518-100%$218.1K$0-$218.1K2026-10-27
Klaas Financial Asset Advisors, LLC
CLOSED07,020-7,020-100%$203.7K$0-$203.7K2026-10-19
Asset Management One Co., Ltd.
CLOSED01,751-1,751-100%$50.8K$0-$50.8K2026-10-27
International Assets Investment Management, LLC
CLOSED0440-440-100%$12.7K$0-$12.7K2026-11-02
Bokf, NA
CLOSED0307-307-100%$8.9K$0-$8.9K2026-10-27
Plante Moran Financial Advisors, LLC
CLOSED0104-104-100%$3.0K$0-$3.0K2026-11-04
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Municipal Employees' Retirement System of Michigan
N/A—22,686,978-22,686,978-100%$658.1M———
State Street Corp
N/A—13,899,161-13,899,161-100%$403.2M———
LPL Financial LLC
N/A—9,249,616-9,249,616-100%$268.3M———
Proficio Capital Partners LLC
N/A—6,991,445-6,991,445-100%$202.8M———
Envestnet Asset Management Inc
N/A—6,091,698-6,091,698-100%$176.7M———
Cerity Partners LLC
N/A—3,196,896-3,196,896-100%$92.7M———
Ameriprise Financial Inc
N/A—2,822,739-2,822,739-100%$81.9M———
Wells Fargo & Company
N/A—2,620,688-2,620,688-100%$76.0M———
Flputnam Investment Management Co
N/A—2,283,555-2,283,555-100%$66.2M———
Morgan Stanley
N/A—2,270,040-2,270,040-100%$65.9M———
HighTower Advisors, LLC
N/A—2,171,929-2,171,929-100%$63.0M———
Members Trust Co
N/A—2,111,976-2,111,976-100%$61.3M———
Focus Partners Wealth
N/A—2,034,811-2,034,811-100%$59.0M———
Bank of America Corp
N/A—1,936,809-1,936,809-100%$56.2M———
Bank of Nova Scotia
N/A—1,904,928-1,904,928-100%$55.7M———
Cape COD Five Cents Savings Bank
N/A—1,679,505-1,679,505-100%$48.7M———
Wealthspire Advisors, LLC
N/A—1,676,702-1,676,702-100%$48.6M———
Osaic Holdings, Inc.
N/A—1,599,536-1,599,536-100%$46.4M———
Royal Bank of Canada
N/A—1,586,270-1,586,270-100%$46.0M———
Portland Global Advisors LLC
N/A—1,521,466-1,521,466-100%$44.1M———
Quent Capital, LLC
N/A—1,424,219-1,424,219-100%$41.3M———
Castleark Management LLC
N/A—1,334,080-1,334,080-100%$38.7M———
HHM Wealth Advisors, LLC
N/A—1,298,928-1,298,928-100%$37.7M———
Raymond James Financial Inc
N/A—890,275-890,275-100%$25.8M———
Nelson Capital Management, LLC
N/A—864,508-864,508-100%$25.1M———
UBS Group AG
N/A—818,168-818,168-100%$23.7M———
WorthPointe, LLC
N/A—753,673-753,673-100%$21.9M———
JPMorgan Chase & Co
N/A—748,662-748,662-100%$21.7M———
Glen Eagle Advisors, LLC
N/A—746,935-746,935-100%$21.7M———
ST Germain D J Co Inc
N/A—714,150-714,150-100%$20.7M———
Cetera Investment Advisers
N/A—700,755-700,755-100%$20.3M———
Manning & Napier Advisors LLC
N/A—671,071-671,071-100%$19.5M———
Impact Partnership Wealth, LLC
N/A—663,501-663,501-100%$19.2M———
Private Advisor Group, LLC
N/A—633,590-633,590-100%$18.4M———
Modern Wealth Management, LLC
N/A—616,249-616,249-100%$17.9M———
Equitable Holdings, Inc.
N/A—610,499-610,499-100%$17.7M———
Composition Wealth, LLC
N/A—573,043-573,043-100%$16.6M———
Fiduciary Group, LLC
N/A—570,516-570,516-100%$16.6M———
MAI Capital Management
N/A—553,651-553,651-100%$16.1M———
Capital Group Private Client Services, Inc.
N/A—534,195-534,195-100%$15.5M———
Pinnacle Financial Partners, Inc.
N/A—513,173-513,173-100%$14.9M———
OakTrust Wealth Advisors, LLC
N/A—506,185-506,185-100%$14.7M———
Summit Financial, LLC
N/A—499,807-499,807-100%$14.5M———
Stifel Financial Corp
N/A—440,958-440,958-100%$12.8M———
PNC Financial Services Group, Inc.
N/A—420,392-420,392-100%$12.2M———
SEI Investments Co
N/A—398,443-398,443-100%$11.6M———
Mercer Global Advisors Inc
N/A—348,746-348,746-100%$10.1M———
Tilson Financial Group, Inc.
N/A—347,656-347,656-100%$10.1M———
Integrated Wealth Concepts LLC
N/A—315,007-315,007-100%$9.1M———
Manhattan West Asset Management, LLC
N/A—309,991-309,991-100%$9.0M———
Kingsview Wealth Management, LLC
N/A—309,625-309,625-100%$9.0M———
Empowered Funds, LLC
N/A—302,600-302,600-100%$8.8M———
MML Investors Services, LLC
N/A—284,125-284,125-100%$8.2M———
Wescott Financial Advisory Group, LLC
N/A—268,853-268,853-100%$7.8M———
Foundations Investment Advisors, LLC
N/A—267,736-267,736-100%$7.8M———
Waverly Advisors, LLC
N/A—257,034-257,034-100%$7.5M———
Silver OAK Securities, Incorporated
N/A—253,242-253,242-100%$7.3M———
Envestnet Portfolio Solutions, Inc.
N/A—238,773-238,773-100%$6.9M———
TPG Financial Advisors, LLC
N/A—229,744-229,744-100%$6.7M———
Astoria Portfolio Advisors Llc.
N/A—225,786-225,786-100%$6.6M———
HighPoint Advisor Group LLC
N/A—224,755-224,755-100%$6.5M———
Captrust Financial Advisors
N/A—220,045-220,045-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—203,320-203,320-100%$5.9M———
Troutman Wealth Management, LLC
N/A—199,335-199,335-100%$5.8M———
Cannon Wealth Management Services, LLC
N/A—195,013-195,013-100%$5.7M———
Merit Financial Group, LLC
N/A—189,541-189,541-100%$5.5M———
Centric Wealth Management
N/A—171,071-171,071-100%$5.0M———
BlackRock, Inc.
N/A—166,064-166,064-100%$4.8M———
Fourth Dimension Wealth, LLC
N/A—165,804-165,804-100%$4.8M———
JT Stratford LLC
N/A—163,954-163,954-100%$4.8M———
Beacon Pointe Advisors, LLC
N/A—163,912-163,912-100%$4.8M———
Hobbs Group Advisors, LLC
N/A—160,091-160,091-100%$4.6M———
Faithward Advisors, LLC
N/A—158,682-158,682-100%$4.6M———
MTC Wealth Management LLC
N/A—157,262-157,262-100%$4.6M———
Axiom Financial Strategies, LLC
N/A—148,616-148,616-100%$4.3M———
CreativeOne Wealth, LLC
N/A—139,565-139,565-100%$4.0M———
OneDigital Investment Advisors LLC
N/A—134,632-134,632-100%$3.9M———
Napier Financial, LLC
N/A—125,393-125,393-100%$3.6M———
Roundview Capital LLC
N/A—123,558-123,558-100%$3.6M———
Madison Asset Management, LLC
N/A—115,561-115,561-100%$3.4M———
Nwam LLC
N/A—110,404-110,404-100%$3.2M———
EP Wealth Advisors, LLC
N/A—109,704-109,704-100%$3.2M———
Western Wealth Management, LLC
N/A—105,618-105,618-100%$3.1M———
Northwestern Mutual Wealth Management Co
N/A—97,218-97,218-100%$2.8M———
Flow Traders U.S. LLC
N/A—96,007-96,007-100%$2.8M———
Zhang Financial LLC
N/A—95,459-95,459-100%$2.8M———
Fisher Asset Management, LLC
N/A—88,543-88,543-100%$2.6M———
Principal Securities, Inc.
N/A—86,391-86,391-100%$2.5M———
Susquehanna International Group, LLP
N/A—85,154-85,154-100%$2.5M———
Mariner, LLC
N/A—82,693-82,693-100%$2.4M———
Teucrium Investment Advisors, LLC
N/A—81,665-81,665-100%$2.4M———
Belpointe Asset Management LLC
N/A—78,083-78,083-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—74,707-74,707-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—72,526-72,526-100%$2.1M———
Focus Partners Advisor Solutions, LLC
N/A—71,532-71,532-100%$2.1M———
Jones Financial Companies Lllp
N/A—69,837-69,837-100%$2.0M———
Zinnia Wealth Advisory, LLC
N/A—63,585-63,585-100%$1.8M———
Arax Advisory Partners
N/A—61,052-61,052-100%$1.8M———
WCG Wealth Advisors LLC
N/A—60,022-60,022-100%$1.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—55,762-55,762-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—55,751-55,751-100%$1.6M———
Continuum Advisory, LLC
N/A—55,469-55,469-100%$1.6M———
Tidemark, LLC
N/A—52,351-52,351-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—44,673-44,673-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—42,872-42,872-100%$1.2M———
Geneos Wealth Management Inc.
N/A—42,081-42,081-100%$1.2M———
Tidal Investments LLC
N/A—40,180-40,180-100%$1.2M———
Partners in Financial Planning
N/A—40,176-40,176-100%$1.2M———
Austin Wealth Management, LLC
N/A—36,947-36,947-100%$1.1M———
Betterment LLC
N/A—35,532-35,532-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—35,503-35,503-100%$1.0M———
AQR Capital Management LLC
N/A—34,477-34,477-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—33,819-33,819-100%$981.0K———
Two Sigma Securities, LLC
N/A—33,634-33,634-100%$975.7K———
Aspire Private Capital, LLC
N/A—31,829-31,829-100%$923.4K———
Savant Capital, LLC
N/A—31,462-31,462-100%$915.7K———
Steward Partners Investment Advisory, LLC
N/A—31,369-31,369-100%$910.0K———
Whittier Trust Co
N/A—29,689-29,689-100%$859.5K———
Trailhead Planners LLC
N/A—29,149-29,149-100%$845.6K———
Rehmann Capital Advisory Group
N/A—28,589-28,589-100%$829.4K———
Vestmark Advisory Solutions, Inc.
N/A—27,956-27,956-100%$811.0K———
Advisor Resource Council
N/A—27,800-27,800-100%$804.8K———
Keystone Financial Group
N/A—26,787-26,787-100%$777.1K———
GeoWealth Management, LLC
N/A—26,544-26,544-100%$770.0K———
Citizens & Northern Corp
N/A—26,339-26,339-100%$764.1K———
Comprehensive Money Management Services LLC
N/A—25,812-25,812-100%$748.8K———
Patron Partners, LLC
N/A—25,128-25,128-100%$729.0K———
Blalock Williams, LLC
N/A—25,005-25,005-100%$725.4K———
Maridea Wealth Management LLC
N/A—24,822-24,822-100%$720.1K———
Winch Advisory Services, LLC
N/A—24,532-24,532-100%$711.7K———
Advisory Services Network, LLC
N/A—24,155-24,155-100%$700.7K———
Coastal Bridge Advisors, LLC
N/A—23,890-23,890-100%$693.1K———
NewEdge Advisors, LLC
N/A—23,027-23,027-100%$668.0K———
K.J. Harrison & Partners Inc
N/A—22,525-22,525-100%$653.5K———
Goldstone Financial Group, LLC
N/A—21,075-21,075-100%$611.4K———
&partners
N/A—20,574-20,574-100%$596.8K———
Brown Financial Advisors
N/A—19,921-19,921-100%$577.9K———
Fifth Third Bancorp
N/A—18,969-18,969-100%$550.3K———
Independent Advisor Alliance
N/A—18,792-18,792-100%$545.1K———
Jefferson Bridge Capital, LLC
N/A—18,387-18,387-100%$533.4K———
Money Concepts Capital Corp
N/A—18,166-18,166-100%$527.0K———
Mayflower Financial Advisors, LLC
N/A—18,049-18,049-100%$523.6K———
Aptus Capital Advisors, LLC
N/A—17,945-17,945-100%$520.6K———
GTS Securities LLC
N/A—17,779-17,779-100%$515.8K———
Vantage Point Financial LLC
N/A—17,681-17,681-100%$512.9K———
Morrissey Wealth Management, LLC
N/A—17,359-17,359-100%$496.8K———
Retirement Capital Strategies
N/A—17,229-17,229-100%$499.8K———
Protective Life Corp
N/A—17,096-17,096-100%$496.0K———
Transamerica Financial Advisors, LLC
N/A—16,527-16,527-100%$479.5K———
Front Row Advisors LLC
N/A—16,230-16,230-100%$469.4K———
M. Kulyk & Associates, LLC
N/A—16,184-16,184-100%$469.5K———
Triton Financial Group Inc
N/A—15,930-15,930-100%$462.1K———
Barnett & Company, Inc.
N/A—15,620-15,620-100%$453.1K———
Bank of Montreal
N/A—15,297-15,297-100%$443.8K———
Theory Financial LLC
N/A—15,037-15,037-100%$436.2K———
Cornerstone Financial Group, LLC
N/A—13,928-13,928-100%$404.1K———
Citadel Advisors LLC
N/A—13,629-13,629-100%$395.4K———
Banque Transatlantique SA
N/A—13,512-13,512-100%$392.0K———
World Investment Advisors
N/A—13,183-13,183-100%$384.7K———
One Degree Advisors Inc
N/A—12,900-12,900-100%$372.0K———
Falcon Wealth Planning
N/A—12,717-12,717-100%$368.9K———
Pallas Capital Advisors LLC
N/A—12,677-12,677-100%$367.8K———
Aimz Investment Advisors, LLC
N/A—12,282-12,282-100%$356.3K———
Mattson Financial Services, LLC
N/A—12,237-12,237-100%$354.4K———
Synergy Investment Management, LLC
N/A—11,713-11,713-100%$339.8K———
Collaborative Wealth Managment Inc.
N/A—11,414-11,414-100%$331.1K———
Global Retirement Partners, LLC
N/A—11,332-11,332-100%$328.7K———
Retirement Income Solutions, Inc
N/A—11,180-11,180-100%$326.2K———
Harbour Investments, Inc.
N/A—10,527-10,527-100%$305.4K———
Arkadios Wealth Advisors
N/A—10,506-10,506-100%$304.8K———
Freestone Capital Holdings, LLC
N/A—9,823-9,823-100%$285.0K———
IHT Wealth Management, LLC
N/A—9,506-9,506-100%$275.8K———
Sanctuary Advisors, LLC
N/A—9,180-9,180-100%$266.3K———
Allworth Financial LP
N/A—8,341-8,341-100%$242.0K———
AE Wealth Management LLC
N/A—8,244-8,244-100%$239.2K———
Natural Investments, LLC
N/A—8,199-8,199-100%$237.0K———
Lifeworks Advisors, LLC
N/A—7,989-7,989-100%$231.8K———
HM Payson & Co
N/A—7,885-7,885-100%$228.7K———
Howe & Rusling Inc
N/A—7,806-7,806-100%$226.5K———
Legacy Trust
N/A—7,775-7,775-100%$225.6K———
BFC Planning, Inc.
N/A—7,179-7,179-100%$208.3K———
National Bank of Canada
N/A—4,543-4,543-100%$131.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,418-4,418-100%$128.2K———
Strategic Wealth Partners, Ltd.
N/A—4,199-4,199-100%$121.8K———
Dunhill Financial, LLC
N/A—3,208-3,208-100%$93.1K———
Collier Financial
N/A—3,024-3,024-100%$87.7K———
SouthState Bank Corp
N/A—2,851-2,851-100%$82.7K———
Raffa Wealth Management, LLC
N/A—2,801-2,801-100%$81.2K———
Ameriflex Group, Inc.
N/A—2,689-2,689-100%$78.0K———
FMR LLC
N/A—2,629-2,629-100%$76.3K———
Huntington National Bank
N/A—2,570-2,570-100%$74.6K———
Allianz Asset Management GmbH
N/A—1,602-1,602-100%$46.5K———
Mpwm Advisory Solutions, LLC
N/A—1,415-1,415-100%$41.1K———
BankPlus Trust Department
N/A—1,165-1,165-100%$33.8K———
Regatta Research & Money Management
N/A—904-904-100%$26.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—870-870-100%$25.2K———
Graney & King, LLC
N/A—860-860-100%$24.9K———
Franklin Resources Inc
N/A—833-833-100%$24.2K———
Highland Investment Advisors LLC
N/A—819-819-100%$23.8K———
Smartleaf Asset Management LLC
N/A—751-751-100%$21.8K———
Atlantic Union Bankshares Corp
N/A—736-736-100%$21.4K———
SHP Wealth Management
N/A—702-702-100%$20.4K———
Vanguard Advisers Inc
N/A—675-675-100%$19.6K———
Blair William & Co
N/A—650-650-100%$18.9K———
Basepoint Wealth LLC
N/A—495-495-100%$14.4K———
Russell Investments Group, Ltd.
N/A—422-422-100%$12.3K———
Clearstead Advisors, LLC
N/A—411-411-100%$11.9K———
Godfrey Financial Associates, Inc.
N/A—398-398-100%$11.5K———
Colonial Trust Co / SC
N/A—361-361-100%$10.5K———
Bartlett & Co. Wealth Management LLC
N/A—325-325-100%$9.4K———
GW&K Investment Management, LLC
N/A—306-306-100%$9———
Orion Capital Management LLC
N/A—251-251-100%$7.3K———
Capital Analysts, LLC
N/A—201-201-100%$6———
New England Asset Management Inc
N/A—200-200-100%$5.8K———
Anchor Investment Management, LLC
N/A—108-108-100%$3.1K———
Medallion Wealth Advisors, LLC
N/A—73-73-100%$2.1K———
Nova Wealth Management, Inc.
N/A—73-73-100%$2.1K———
Strive Financial Group,LLC
N/A—56-56-100%$1.6K———
Meramec Financial Planners, LLC
N/A—32-32-100%$926———
BNP Paribas Financial Markets
N/A—30-30-100%$870———
Darwin Wealth Management, LLC
N/A—14-14-100%$416———
LGT Financial Advisors LLC
N/A—12-12-100%$348———
Virtus Fixed Income Advisers, LLC
N/A—10-10-100%$290———
Luminist Capital LLC
N/A—00—$725———
Showing 442 of 442 institutions