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Schwab 1000 Index ETF (SCHK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy Wealth Management, LLC
DECREASED
Shares5,724,705 from 5,848,312
Change-123,607 (-2%)
Value$209.9M (-$1.0M)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares5,586,285 from 6,518,923
Change-932,638 (-14%)
Value$204.8M (-$30.3M)
Filed 2026-10-09
Creative Planning
INCREASED
Shares4,159,633 from 3,852,974
Change+306,659 (+8%)
Value$152.5M (+$13.6M)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,397,559 from 1,308,887
Change+88,672 (+7%)
Value$51.2M (+$4.0M)
Filed 2026-10-16
Warwick Investment Management, Inc.
DECREASED
Shares566,518 from 3,585,472
Change-3,018,954 (-84%)
Value$20.8M (-$108.5M)
Filed 2026-10-19
Lighthouse Wealth Management Inc.
INCREASED
Shares382,338 from 378,027
Change+4,311 (+1%)
Value$14.0M (+$384.9K)
Filed 2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares190,089 from 190,089
Change0 (0%)
Value$7.0M (+$114.1K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares170,337 from 116,778
Change+53,559 (+46%)
Value$6.3M (+$2.1M)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares124,750 from 102,670
Change+22,080 (+22%)
Value$4.6M (+$871.1K)
Filed 2026-11-04
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares115,563 from 115,563
Change0 (0%)
Value$4.2M (+$69.3K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares102,272 from 105,150
Change-2,878 (-3%)
Value$3.7M (-$42.4K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares94,900 from 93,749
Change+1,151 (+1%)
Value$3.5M (+$98.5K)
Filed 2026-10-13
Versant Capital Management, Inc
NEW
Shares94,101
Change+94,101
Value$3.4M
Filed 2026-10-02
Orser Capital Management, LLC
DECREASED
Shares83,652 from 83,747
Change-95 (0%)
Value$3.1M (+$46.8K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
DECREASED
Shares77,769 from 77,899
Change-130 (0%)
Value$2.9M (+$42.0K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
DECREASED
Shares76,907 from 82,447
Change-5,540 (-7%)
Value$2.8M (-$153.6K)
Filed 2026-10-13
Wolfstich Capital, LLC
DECREASED
Shares75,483 from 86,462
Change-10,979 (-13%)
Value$1.2M (-$147.6K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares61,009 from 61,008
Change+1 (0%)
Value$2.2M (+$36.6K)
Filed 2026-11-04
Wespac Advisors, LLC
INCREASED
Shares57,786 from 57,078
Change+708 (+1%)
Value$2.1M (+$60.2K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares54,724 from 34,672
Change+20,052 (+58%)
Value$2.0M (+$755.9K)
Filed 2026-10-22
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares47,413 from 37,069
Change+10,344 (+28%)
Value$1.7M (+$401.4K)
Filed 2026-10-13
Sherrill & Hutchins Financial Advisory, Inc
DECREASED
Shares46,063 from 46,325
Change-262 (-1%)
Value$1.7M (+$18.2K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares43,883 from 27,884
Change+15,999 (+57%)
Value$1.6M (+$603.3K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares43,115 from 43,505
Change-390 (-1%)
Value$1.6M (+$11.8K)
Filed 2026-10-27
Gemmer Asset Management LLC
INCREASED
Shares41,389 from 41,222
Change+167 (+0%)
Value$1.5M (+$30.8K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares39,521 from 38,554
Change+967 (+3%)
Value$1.4M (+$58.6K)
Filed 2026-11-04
Everhart Financial Group, Inc.
DECREASED
Shares39,341 from 39,519
Change-178 (0%)
Value$1.4M (+$17.2K)
Filed 2026-10-08
Richardson Capital Management LLC
DECREASED
Shares39,336 from 39,620
Change-284 (-1%)
Value$1.4M (+$13.4K)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares37,863 from 37,863
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-22
Catalyst Investment Management LLC
UNCHANGED
Shares36,986 from 36,986
Change0 (0%)
Value$1.4M (+$22.2K)
Filed 2026-10-21
SigFig Wealth Management, LLC
INCREASED
Shares35,740 from 35,494
Change+246 (+1%)
Value$1.3M (+$39.5K)
Filed 2026-10-07
BIP Wealth, LLC
INCREASED
Shares33,387 from 33,221
Change+166 (+1%)
Value$1.2M (+$26.0K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
UNCHANGED
Shares28,107 from 28,107
Change0 (0%)
Value$1.0M (+$16.9K)
Filed 2026-10-07
Old National Bancorp
INCREASED
Shares26,988 from 23,064
Change+3,924 (+17%)
Value$989.4K (+$157.7K)
Filed 2026-10-20
Kaizen Financial Strategies
INCREASED
Shares24,415 from 23,760
Change+655 (+3%)
Value$895.1K (+$39.5K)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares24,307 from 8,753
Change+15,554 (+178%)
Value$891.1K (+$575.5K)
Filed 2026-11-03
Collective Family Office LLC
INCREASED
Shares24,196 from 24,176
Change+20 (+0%)
Value$887.0K (+$15.3K)
Filed 2026-10-05
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares23,348 from 23,348
Change0 (0%)
Value$855.9K (+$14.0K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares20,851 from 8,407
Change+12,444 (+148%)
Value$764.4K (+$461.2K)
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares20,034 from 20,692
Change-658 (-3%)
Value$734.5K (-$11.7K)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
UNCHANGED
Shares19,817 from 19,817
Change0 (0%)
Value$726.5K (+$11.9K)
Filed 2026-10-05
SMI Advisory Services, LLC
DECREASED
Shares18,520 from 18,709
Change-189 (-1%)
Value$693.2K (+$14.6K)
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares18,364 from 18,364
Change0 (0%)
Value$673.2K (+$11.0K)
Filed 2026-10-08
McAdam, LLC
DECREASED
Shares18,053 from 18,227
Change-174 (-1%)
Value$661.8K (+$4.6K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
INCREASED
Shares16,644 from 16,598
Change+46 (+0%)
Value$610.2K (+$11.6K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares16,419 from 16,407
Change+12 (+0%)
Value$599.1K (+$15.2K)
Filed 2026-10-27
Alamar Capital Management, LLC
INCREASED
Shares16,143 from 16,116
Change+27 (+0%)
Value$591.8K (+$10.7K)
Filed 2026-11-02
Waldron Private Wealth LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$586.6K (+$9.6K)
Filed 2026-11-02
Associated Banc-Corp
UNCHANGED
Shares15,838 from 15,838
Change0 (0%)
Value$580.6K (+$9.5K)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares14,931 from 9,733
Change+5,198 (+53%)
Value$547.4K (+$196.4K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares14,637 from 14,010
Change+627 (+4%)
Value$536.6K (+$31.4K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares14,560 from 1,109
Change+13,451 (+1213%)
Value$533.8K (+$493.8K)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares14,432 from 14,431
Change+1 (+0%)
Value$529.1K (+$8.7K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares13,039 from 13,005
Change+34 (+0%)
Value$478.0K (+$9.0K)
Filed 2026-10-30
SLT Holdings LLC
NEW
Shares13,021
Change+13,021
Value$477.4K
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares12,594 from 517
Change+12,077 (+2336%)
Value$461.7K (+$443.0K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares12,388 from 12,388
Change0 (0%)
Value$454.1K (+$7.4K)
Filed 2026-10-29
Journey Advisory Group, LLC
DECREASED
Shares11,925 from 13,250
Change-1,325 (-10%)
Value$437.2K (-$40.6K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares11,435 from 11,409
Change+26 (+0%)
Value$419.2K (+$7.8K)
Filed 2026-11-03
Van Cleef Asset Management,Inc
INCREASED
Shares11,434 from 8,900
Change+2,534 (+28%)
Value$419.2K (+$98.2K)
Filed 2026-10-20
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares11,206 from 11,206
Change0 (0%)
Value$410.8K (+$6.7K)
Filed 2026-10-14
Fulcrum Wealth Advisors, LLC
UNCHANGED
Shares10,862 from 10,862
Change0 (0%)
Value$398.2K (+$6.5K)
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED
Shares10,151 from 10,123
Change+28 (+0%)
Value$372.1K (+$7.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares9,780 from 20,320
Change-10,540 (-52%)
Value$358.5K (-$374.2K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares9,727 from 13,521
Change-3,794 (-28%)
Value$356.6K (-$131.0K)
Filed 2026-10-16
KCM Investment Advisors LLC
UNCHANGED
Shares9,712 from 9,712
Change0 (0%)
Value$356.0K (+$5.8K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares9,703 from 9,702
Change+1 (+0%)
Value$355.7K (+$5.9K)
Filed 2026-11-02
RVW Wealth, LLC
UNCHANGED
Shares9,148 from 9,148
Change0 (0%)
Value$335.4K (+$5.5K)
Filed 2026-10-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,005 from 8,395
Change+610 (+7%)
Value$330.1K (+$27.4K)
Filed 2026-10-23
Omega Financial Group, LLC
DECREASED
Shares8,927 from 8,934
Change-7 (0%)
Value$327.3K (+$5.1K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares8,816 from 8,836
Change-20 (0%)
Value$323.2K (+$4.6K)
Filed 2026-10-21
Ironwood Financial, llc
UNCHANGED
Shares8,547 from 8,547
Change0 (0%)
Value$313.3K (+$4.6K)
Filed 2026-10-20
Stevens Capital Partners
INCREASED
Shares8,323 from 8,300
Change+23 (+0%)
Value$305.1K (+$5.8K)
Filed 2026-10-29
Brucke Financial, Inc.
DECREASED
Shares8,191 from 8,383
Change-192 (-2%)
Value$300.3K (-$2.0K)
Filed 2026-10-23
Verity & Verity, LLC
DECREASED
Shares8,099 from 11,250
Change-3,151 (-28%)
Value$296.9K (-$108.8K)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares8,040 from 8,019
Change+21 (+0%)
Value$294.8K (+$5.6K)
Filed 2026-10-13
MCF Advisors LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$293.3K (+$4.8K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$285.9K (+$4.7K)
Filed 2026-10-09
Vestia Personal Wealth Advisors
UNCHANGED
Shares7,661 from 7,661
Change0 (0%)
Value$280.9K (+$4.6K)
Filed 2026-10-20
Manchester Financial Inc
DECREASED
Shares7,350 from 7,450
Change-100 (-1%)
Value$269.5K (+$804)
Filed 2026-10-15
HUB Investment Partners, LLC
NEW
Shares7,256
Change+7,256
Value$266.0K
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares6,906 from 6,906
Change0 (0%)
Value$253.2K (+$4.1K)
Filed 2026-10-26
Lynx Investment Advisory
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$253.0K (+$4.1K)
Filed 2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED
Shares6,857 from 6,853
Change+4 (+0%)
Value$251.4K (+$4.3K)
Filed 2026-10-20
Long Island Wealth Management, Inc.
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$249.3K (+$4.1K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares6,779 from 6,767
Change+12 (+0%)
Value$248.5K (+$4.5K)
Filed 2026-10-29
Uptick Partners, LLC
UNCHANGED
Shares6,542 from 6,542
Change0 (0%)
Value$239.8K (+$3.9K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares6,320 from 4,645
Change+1,675 (+36%)
Value$231.7K (+$64.2K)
Filed 2026-10-23
Evanson Financial, LLC
INCREASED
Shares6,288 from 6,278
Change+10 (+0%)
Value$230.5K (+$4.1K)
Filed 2026-10-23
Grantvest Financial Group LLC
INCREASED
Shares6,247 from 6,243
Change+4 (+0%)
Value$229.0K (+$3.9K)
Filed 2026-10-21
Calamos Advisors LLC
UNCHANGED
Shares6,163 from 6,163
Change0 (0%)
Value$225.9K (+$3.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,045 from 5,760
Change+285 (+5%)
Value$222 (-$207.8K)
Filed 2026-11-02
Diversified Portfolios, Inc.
INCREASED
Shares6,015 from 6,000
Change+15 (+0%)
Value$220.5K (+$4.1K)
Filed 2026-11-04
Westbourne Investment Advisors, Inc.
INCREASED
Shares5,852 from 5,836
Change+16 (+0%)
Value$214.5K (+$4.1K)
Filed 2026-10-20
Forum Financial Management, LP
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$213.7K (+$3.5K)
Filed 2026-10-16
Perigon Wealth Management, LLC
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$212.7K (+$3.5K)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED
Shares5,788 from 5,638
Change+150 (+3%)
Value$212.2K (+$8.9K)
Filed 2026-10-27
Livet Wealth, LLC
UNCHANGED
Shares5,685 from 5,685
Change0 (0%)
Value$208.4K (+$3.4K)
Filed 2026-10-27
Ignite Planners, LLC
UNCHANGED
Shares5,582 from 5,582
Change0 (0%)
Value$204.6K (+$3.3K)
Filed 2026-10-14
Peachtree Investment Partners, LLC
INCREASED
Shares5,276 from 5,262
Change+14 (+0%)
Value$193.4K (+$3.7K)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares4,984 from 4,984
Change0 (0%)
Value$182.7K (+$3.0K)
Filed 2026-10-27
Pflug Koory, LLC
INCREASED
Shares4,887 from 4,874
Change+13 (+0%)
Value$179.2K (+$3.4K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares4,488 from 4,033
Change+455 (+11%)
Value$164.5K (+$19.1K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$128.7K (+$2.1K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares3,293 from 3,292
Change+1 (+0%)
Value$120.7K (+$2.0K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares2,750 from 179
Change+2,571 (+1436%)
Value$100.8K (+$94.4K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares2,478
Change+2,478
Value$90.8K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$70.1K (+$1.1K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$59 (+$1)
Filed 2026-10-27
CoreCap Advisors, LLC
NEW
Shares1,400
Change+1,400
Value$51.3K
Filed 2026-10-08
Dorato Capital Management
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$44.8K (+$1.2K)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$43.2K (+$707)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$43.0K (+$704)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$40.3K (+$660)
Filed 2026-10-20
Costello Asset Management, Inc
INCREASED
Shares894 from 893
Change+1 (+0%)
Value$32.8K (+$602)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$31.0K (+$507)
Filed 2026-10-14
Avion Wealth
NEW
Shares811
Change+811
Value$29
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares749 from 871
Change-122 (-14%)
Value$27.4K (-$4.0K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares729 from 681
Change+48 (+7%)
Value$26.7K (+$2.2K)
Filed 2026-10-21
Armor Investment Advisors, LLC
INCREASED
Shares679 from 651
Change+28 (+4%)
Value$24.9K (+$1.4K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$22.0K (+$360)
Filed 2026-10-13
Blueline Advisors LLC
NEW
Shares599
Change+599
Value$22.0K
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares551 from 548
Change+3 (+1%)
Value$20.2K (+$452)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
NEW
Shares506
Change+506
Value$18.5K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
NEW
Shares498
Change+498
Value$18.3K
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$13.2K (+$215)
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares310
Change+310
Value$11.4K
Filed 2026-10-13
Midwest Capital Advisors, LLC
INCREASED
Shares265 from 264
Change+1 (+0%)
Value$9.7K (+$172)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED
Shares263 from 236
Change+27 (+11%)
Value$9.6K (+$1.1K)
Filed 2026-10-19
RHL Group, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$7.9K (+$154)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$7.7K (+$126)
Filed 2026-10-22
Compass Financial Management LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$7.6K (+$124)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares153
Change+153
Value$5.6K
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.7K (+$60)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.9K (+$48)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (+$30)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.5K (+$29)
Filed 2026-10-14
Kingdom Financial Group Llc.
NEW
Shares28
Change+28
Value$1.0K
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares25 from 24
Change+1 (+4%)
Value$917 (+$52)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$733 (+$12)
Filed 2026-10-05
Financial Consulate, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$37 ($0)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$31 ($0)
Filed 2026-10-23
Veracity Capital LLC
CLOSED
Shares0 from 26,143
Change-26,143 (-100%)
Value$0 (-$942.7K)
Filed 2026-10-08
R2 Capital Strategies, LLC
CLOSED
Shares0 from 24,261
Change-24,261 (-100%)
Value$0 (-$874.9K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 11,400
Change-11,400 (-100%)
Value$0 (-$411.1K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 4,677
Change-4,677 (-100%)
Value$0 (-$168.5K)
Filed 2026-10-16
Reap Financial Group, LLC
CLOSED
Shares0 from 2,158
Change-2,158 (-100%)
Value$0 (-$77.8K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,216
Change-1,216 (-100%)
Value$0 (-$43.8K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$8.1K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$97)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-20
Financial Engines Advisors L.L.C.
N/A
Shares— from 41,923,365
Change-41,923,365 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,837,047
Change-4,837,047 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,144,798
Change-2,144,798 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 670,890
Change-670,890 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 573,808
Change-573,808 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 483,033
Change-483,033 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 466,270
Change-466,270 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 450,207
Change-450,207 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 258,451
Change-258,451 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 247,609
Change-247,609 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 185,500
Change-185,500 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 171,106
Change-171,106 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 158,842
Change-158,842 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 124,797
Change-124,797 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 109,552
Change-109,552 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 93,807
Change-93,807 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 88,333
Change-88,333 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 87,022
Change-87,022 (-100%)
Value—
FMR LLC
N/A
Shares— from 85,404
Change-85,404 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,847
Change-81,847 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 77,416
Change-77,416 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 77,113
Change-77,113 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 77,113
Change-77,113 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 69,794
Change-69,794 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 58,554
Change-58,554 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 54,381
Change-54,381 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 39,576
Change-39,576 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 38,470
Change-38,470 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 37,873
Change-37,873 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 35,009
Change-35,009 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 34,973
Change-34,973 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 30,673
Change-30,673 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,670
Change-30,670 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 30,085
Change-30,085 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 29,021
Change-29,021 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,038
Change-27,038 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 26,739
Change-26,739 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,936
Change-25,936 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 25,270
Change-25,270 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,124
Change-25,124 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,509
Change-24,509 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 23,959
Change-23,959 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 22,916
Change-22,916 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,458
Change-22,458 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 19,512
Change-19,512 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,598
Change-18,598 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 18,410
Change-18,410 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 18,403
Change-18,403 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,272
Change-18,272 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 18,008
Change-18,008 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 17,226
Change-17,226 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,451
Change-14,451 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,628
Change-11,628 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,206
Change-11,206 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,135
Change-11,135 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,119
Change-11,119 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,671
Change-10,671 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 9,287
Change-9,287 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,223
Change-9,223 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,244
Change-7,244 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 954
Change-954 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 826
Change-826 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 406
Change-406 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 400
Change-400 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 226
Change-226 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 62
Change-62 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48
Change-48 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 0
Change0
Value—
Status
Legacy Wealth Management, LLC
DECREASED5,724,7055,848,312-123,607-2%$210.9M$209.9M-$1.0M2026-10-22
Armstrong Advisory Group, Inc
DECREASED5,586,2856,518,923-932,638-14%$235.1M$204.8M-$30.3M2026-10-09
Creative Planning
INCREASED4,159,6333,852,974+306,659+8%$138.9M$152.5M+$13.6M2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED1,397,5591,308,887+88,672+7%$47.2M$51.2M+$4.0M2026-10-16
Warwick Investment Management, Inc.
DECREASED566,5183,585,472-3,018,954-84%$129.3M$20.8M-$108.5M2026-10-19
Lighthouse Wealth Management Inc.
INCREASED382,338378,027+4,311+1%$13.6M$14.0M+$384.9K2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED190,089190,08900%$6.9M$7.0M+$114.1K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED170,337116,778+53,559+46%$4.3M$6.3M+$2.1M2026-10-13
Visionary Wealth Advisors
INCREASED124,750102,670+22,080+22%$3.7M$4.6M+$871.1K2026-11-04
Donor Advised Charitable Giving, Inc.
UNCHANGED115,563115,56300%$4.2M$4.2M+$69.3K2026-10-28
US Bancorp \de\
DECREASED102,272105,150-2,878-3%$3.8M$3.7M-$42.4K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED94,90093,749+1,151+1%$3.4M$3.5M+$98.5K2026-10-13
Versant Capital Management, Inc
NEW94,101—+94,101——$3.4M—2026-10-02
Orser Capital Management, LLC
DECREASED83,65283,747-950%$3.0M$3.1M+$46.8K2026-10-13
Crusonia Wealth Advisors LLC
DECREASED77,76977,899-1300%$2.8M$2.9M+$42.0K2026-10-26
Fiduciary Financial Group, LLC
DECREASED76,90782,447-5,540-7%$3.0M$2.8M-$153.6K2026-10-13
Wolfstich Capital, LLC
DECREASED75,48386,462-10,979-13%$1.4M$1.2M-$147.6K2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED61,00961,008+10%$2.2M$2.2M+$36.6K2026-11-04
Wespac Advisors, LLC
INCREASED57,78657,078+708+1%$2.1M$2.1M+$60.2K2026-10-26
Opulen Financial Group LLC
INCREASED54,72434,672+20,052+58%$1.3M$2.0M+$755.9K2026-10-22
Blue Sky Capital Consultants Group, Inc.
INCREASED47,41337,069+10,344+28%$1.3M$1.7M+$401.4K2026-10-13
Sherrill & Hutchins Financial Advisory, Inc
DECREASED46,06346,325-262-1%$1.7M$1.7M+$18.2K2026-10-14
Farther Finance Advisors, LLC
INCREASED43,88327,884+15,999+57%$1.0M$1.6M+$603.3K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED43,11543,505-390-1%$1.6M$1.6M+$11.8K2026-10-27
Gemmer Asset Management LLC
INCREASED41,38941,222+167+0%$1.5M$1.5M+$30.8K2026-10-16
Lido Advisors, LLC
INCREASED39,52138,554+967+3%$1.4M$1.4M+$58.6K2026-11-04
Everhart Financial Group, Inc.
DECREASED39,34139,519-1780%$1.4M$1.4M+$17.2K2026-10-08
Richardson Capital Management LLC
DECREASED39,33639,620-284-1%$1.4M$1.4M+$13.4K2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED37,86337,86300%$1.4M$1.4M$02026-10-22
Catalyst Investment Management LLC
UNCHANGED36,98636,98600%$1.3M$1.4M+$22.2K2026-10-21
SigFig Wealth Management, LLC
INCREASED35,74035,494+246+1%$1.3M$1.3M+$39.5K2026-10-07
BIP Wealth, LLC
INCREASED33,38733,221+166+1%$1.2M$1.2M+$26.0K2026-10-22
Elevation Wealth Partners, LLC
UNCHANGED28,10728,10700%$1.0M$1.0M+$16.9K2026-10-07
Old National Bancorp
INCREASED26,98823,064+3,924+17%$831.7K$989.4K+$157.7K2026-10-20
Kaizen Financial Strategies
INCREASED24,41523,760+655+3%$855.6K$895.1K+$39.5K2026-10-09
Accredited Investors Inc.
INCREASED24,3078,753+15,554+178%$315.6K$891.1K+$575.5K2026-11-03
Collective Family Office LLC
INCREASED24,19624,176+20+0%$871.8K$887.0K+$15.3K2026-10-05
Prime Capital Investment Advisors, LLC
UNCHANGED23,34823,34800%$841.9K$855.9K+$14.0K2026-10-20
RFG Advisory, LLC
INCREASED20,8518,407+12,444+148%$303.2K$764.4K+$461.2K2026-11-03
Vise Technologies, Inc.
DECREASED20,03420,692-658-3%$746.2K$734.5K-$11.7K2026-10-29
Heartwood Wealth Advisors LLC
UNCHANGED19,81719,81700%$714.6K$726.5K+$11.9K2026-10-05
SMI Advisory Services, LLC
DECREASED18,52018,709-189-1%$678.6K$693.2K+$14.6K2026-10-13
Gamma Investing LLC
UNCHANGED18,36418,36400%$662.2K$673.2K+$11.0K2026-10-08
McAdam, LLC
DECREASED18,05318,227-174-1%$657.3K$661.8K+$4.6K2026-10-21
Pinion Investment Advisors, LLC
INCREASED16,64416,598+46+0%$598.5K$610.2K+$11.6K2026-11-04
Chicago Partners Investment Group LLC
INCREASED16,41916,407+12+0%$583.9K$599.1K+$15.2K2026-10-27
Alamar Capital Management, LLC
INCREASED16,14316,116+27+0%$581.1K$591.8K+$10.7K2026-11-02
Waldron Private Wealth LLC
UNCHANGED16,00016,00000%$577.0K$586.6K+$9.6K2026-11-02
Associated Banc-Corp
UNCHANGED15,83815,83800%$571.1K$580.6K+$9.5K2026-10-30
Meridian Wealth Management, LLC
INCREASED14,9319,733+5,198+53%$351.0K$547.4K+$196.4K2026-11-05
HB Wealth Management, LLC
INCREASED14,63714,010+627+4%$505.2K$536.6K+$31.4K2026-10-23
Larson Financial Group LLC
INCREASED14,5601,109+13,451+1213%$40.0K$533.8K+$493.8K2026-11-05
Welch Group, LLC
INCREASED14,43214,431+1+0%$520.4K$529.1K+$8.7K2026-10-29
Truist Financial Corp
INCREASED13,03913,005+34+0%$469.0K$478.0K+$9.0K2026-10-30
SLT Holdings LLC
NEW13,021—+13,021——$477.4K—2026-10-15
Bell Investment Advisors, Inc
INCREASED12,594517+12,077+2336%$18.6K$461.7K+$443.0K2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED12,38812,38800%$446.7K$454.1K+$7.4K2026-10-29
Journey Advisory Group, LLC
DECREASED11,92513,250-1,325-10%$477.8K$437.2K-$40.6K2026-11-04
Brighton Jones LLC
INCREASED11,43511,409+26+0%$411.4K$419.2K+$7.8K2026-11-03
Van Cleef Asset Management,Inc
INCREASED11,4348,900+2,534+28%$320.9K$419.2K+$98.2K2026-10-20
Foundation Wealth Management, Llc\pa
UNCHANGED11,20611,20600%$404.1K$410.8K+$6.7K2026-10-14
Fulcrum Wealth Advisors, LLC
UNCHANGED10,86210,86200%$391.7K$398.2K+$6.5K2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED10,15110,123+28+0%$365.0K$372.1K+$7.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED9,78020,320-10,540-52%$732.7K$358.5K-$374.2K2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED9,72713,521-3,794-28%$487.6K$356.6K-$131.0K2026-10-16
KCM Investment Advisors LLC
UNCHANGED9,7129,71200%$350.2K$356.0K+$5.8K2026-10-27
Kestra Advisory Services, LLC
INCREASED9,7039,702+1+0%$349.9K$355.7K+$5.9K2026-11-02
RVW Wealth, LLC
UNCHANGED9,1489,14800%$329.9K$335.4K+$5.5K2026-10-06
Kingswood Wealth Advisors, LLC
INCREASED9,0058,395+610+7%$302.7K$330.1K+$27.4K2026-10-23
Omega Financial Group, LLC
DECREASED8,9278,934-70%$322.2K$327.3K+$5.1K2026-10-29
Axxcess Wealth Management, LLC
DECREASED8,8168,836-200%$318.6K$323.2K+$4.6K2026-10-21
Ironwood Financial, llc
UNCHANGED8,5478,54700%$308.7K$313.3K+$4.6K2026-10-20
Stevens Capital Partners
INCREASED8,3238,300+23+0%$299.3K$305.1K+$5.8K2026-10-29
Brucke Financial, Inc.
DECREASED8,1918,383-192-2%$302.3K$300.3K-$2.0K2026-10-23
Verity & Verity, LLC
DECREASED8,09911,250-3,151-28%$405.7K$296.9K-$108.8K2026-10-23
Forvis Mazars Wealth Advisors, LLC
INCREASED8,0408,019+21+0%$289.2K$294.8K+$5.6K2026-10-13
MCF Advisors LLC
UNCHANGED8,0008,00000%$288.5K$293.3K+$4.8K2026-10-28
Cadent Capital Advisors, LLC
UNCHANGED7,8007,80000%$281.3K$285.9K+$4.7K2026-10-09
Vestia Personal Wealth Advisors
UNCHANGED7,6617,66100%$276.3K$280.9K+$4.6K2026-10-20
Manchester Financial Inc
DECREASED7,3507,450-100-1%$268.6K$269.5K+$8042026-10-15
HUB Investment Partners, LLC
NEW7,256—+7,256——$266.0K—2026-11-03
Abound Wealth Management
UNCHANGED6,9066,90600%$249.0K$253.2K+$4.1K2026-10-26
Lynx Investment Advisory
UNCHANGED6,9006,90000%$248.8K$253.0K+$4.1K2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED6,8576,853+4+0%$247.1K$251.4K+$4.3K2026-10-20
Long Island Wealth Management, Inc.
UNCHANGED6,8006,80000%$245.2K$249.3K+$4.1K2026-10-20
Integrity Alliance, Llc.
INCREASED6,7796,767+12+0%$244.0K$248.5K+$4.5K2026-10-29
Uptick Partners, LLC
UNCHANGED6,5426,54200%$235.9K$239.8K+$3.9K2026-11-04
Register Financial Advisors LLC
INCREASED6,3204,645+1,675+36%$167.5K$231.7K+$64.2K2026-10-23
Evanson Financial, LLC
INCREASED6,2886,278+10+0%$226.4K$230.5K+$4.1K2026-10-23
Grantvest Financial Group LLC
INCREASED6,2476,243+4+0%$225.1K$229.0K+$3.9K2026-10-21
Calamos Advisors LLC
UNCHANGED6,1636,16300%$222.2K$225.9K+$3.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED6,0455,760+285+5%$208.0K$222-$207.8K2026-11-02
Diversified Portfolios, Inc.
INCREASED6,0156,000+15+0%$216.4K$220.5K+$4.1K2026-11-04
Westbourne Investment Advisors, Inc.
INCREASED5,8525,836+16+0%$210.4K$214.5K+$4.1K2026-10-20
Forum Financial Management, LP
UNCHANGED5,8305,83000%$210.2K$213.7K+$3.5K2026-10-16
Perigon Wealth Management, LLC
UNCHANGED5,8015,80100%$209.2K$212.7K+$3.5K2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED5,7885,638+150+3%$203.3K$212.2K+$8.9K2026-10-27
Livet Wealth, LLC
UNCHANGED5,6855,68500%$205.0K$208.4K+$3.4K2026-10-27
Ignite Planners, LLC
UNCHANGED5,5825,58200%$201.3K$204.6K+$3.3K2026-10-14
Peachtree Investment Partners, LLC
INCREASED5,2765,262+14+0%$189.7K$193.4K+$3.7K2026-11-05
Parkside Financial Bank & Trust
UNCHANGED4,9844,98400%$179.7K$182.7K+$3.0K2026-10-27
Pflug Koory, LLC
INCREASED4,8874,874+13+0%$175.8K$179.2K+$3.4K2026-10-26
IFP Advisors, Inc
INCREASED4,4884,033+455+11%$145.4K$164.5K+$19.1K2026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,5103,51000%$126.6K$128.7K+$2.1K2026-10-16
AlphaCore Capital LLC
INCREASED3,2933,292+1+0%$118.7K$120.7K+$2.0K2026-11-04
Parallel Advisors, LLC
INCREASED2,750179+2,571+1436%$6.5K$100.8K+$94.4K2026-11-03
William Mack & Associates, Inc.
NEW2,478—+2,478——$90.8K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED1,9111,91100%$68.9K$70.1K+$1.1K2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED1,6001,60000%$58$59+$12026-10-27
CoreCap Advisors, LLC
NEW1,400—+1,400——$51.3K—2026-10-08
Dorato Capital Management
UNCHANGED1,2001,20000%$43.7K$44.8K+$1.2K2026-10-08
Key FInancial Inc
UNCHANGED1,1791,17900%$42.5K$43.2K+$7072026-11-02
Breakwater Investment Management
UNCHANGED1,1741,17400%$42.3K$43.0K+$7042026-10-20
Arlington Trust Co LLC
UNCHANGED1,1001,10000%$39.7K$40.3K+$6602026-10-20
Costello Asset Management, Inc
INCREASED894893+1+0%$32.2K$32.8K+$6022026-10-30
Lodestone Wealth Management LLC
UNCHANGED84684600%$30.5K$31.0K+$5072026-10-14
Avion Wealth
NEW811—+811——$29—2026-11-04
Blue Trust, Inc.
DECREASED749871-122-14%$31.4K$27.4K-$4.0K2026-10-15
Assetmark, Inc
INCREASED729681+48+7%$24.6K$26.7K+$2.2K2026-10-21
Armor Investment Advisors, LLC
INCREASED679651+28+4%$23.5K$24.9K+$1.4K2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED60060000%$21.6K$22.0K+$3602026-10-13
Blueline Advisors LLC
NEW599—+599——$22.0K—2026-10-15
GHP Investment Advisors, Inc.
INCREASED551548+3+1%$19.7K$20.2K+$4522026-10-15
Pinnacle Wealth Planning Services, Inc.
NEW506—+506——$18.5K—2026-10-27
Capital Investment Advisory Services, LLC
NEW498—+498——$18.3K—2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED35935900%$12.9K$13.2K+$2152026-10-28
Clayton Financial Group LLC
NEW310—+310——$11.4K—2026-10-13
Midwest Capital Advisors, LLC
INCREASED265264+1+0%$9.5K$9.7K+$1722026-11-04
DB Fitzpatrick & Co, Inc
INCREASED263236+27+11%$8.5K$9.6K+$1.1K2026-10-19
RHL Group, LLC
UNCHANGED21421400%$7.7K$7.9K+$1542026-11-04
Quaker Wealth Management, LLC
UNCHANGED21021000%$7.6K$7.7K+$1262026-10-22
Compass Financial Management LLC
UNCHANGED20620600%$7.4K$7.6K+$1242026-10-30
Root Financial Partners, LLC
NEW153—+153——$5.6K—2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED10010000%$3.6K$3.7K+$602026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED808000%$2.9K$2.9K+$482026-10-21
Signature Resources Capital Management, LLC
UNCHANGED505000%$1.8K$1.8K+$302026-10-16
Mather Group, Llc.
UNCHANGED414100%$1.5K$1.5K+$292026-10-14
Kingdom Financial Group Llc.
NEW28—+28——$1.0K—2026-11-04
Citigroup Inc
INCREASED2524+1+4%$865$917+$522026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED202000%$721$733+$122026-10-05
Financial Consulate, Inc
UNCHANGED1100%$37$37$02026-10-23
Signaturefd, LLC
UNCHANGED1100%$31$31$02026-10-23
Veracity Capital LLC
CLOSED026,143-26,143-100%$942.7K$0-$942.7K2026-10-08
R2 Capital Strategies, LLC
CLOSED024,261-24,261-100%$874.9K$0-$874.9K2026-10-15
Cardinal Point Capital Management ULC
CLOSED011,400-11,400-100%$411.1K$0-$411.1K2026-10-21
Cornerstone Planning Group LLC
CLOSED04,677-4,677-100%$168.5K$0-$168.5K2026-10-16
Reap Financial Group, LLC
CLOSED02,158-2,158-100%$77.8K$0-$77.8K2026-11-02
International Assets Investment Management, LLC
CLOSED01,216-1,216-100%$43.8K$0-$43.8K2026-11-02
Simplex Trading, LLC
CLOSED0226-226-100%$8.1K$0-$8.1K2026-11-04
Robinswood Financial LLC
CLOSED02-2-100%$97$0-$972026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED000—$1$1$02026-10-20
Financial Engines Advisors L.L.C.
N/A—41,923,365-41,923,365-100%$1.5B———
Charles Schwab Investment Management Inc
N/A—4,837,047-4,837,047-100%$174.4M———
Waddell & Associates, LLC
N/A—2,144,798-2,144,798-100%$77.3M———
Plum Street Advisors, LLC
N/A—670,890-670,890-100%$24.2M———
Focus Partners Wealth
N/A—573,808-573,808-100%$20.7M———
FreeGulliver LLC
N/A—483,033-483,033-100%$17.4M———
Main Street Financial Solutions, LLC
N/A—466,270-466,270-100%$16.8M———
Mariner, LLC
N/A—450,207-450,207-100%$16.2M———
Cornerstone Advisors Asset Management, LLC
N/A—258,451-258,451-100%$9.3M———
LPL Financial LLC
N/A—247,609-247,609-100%$8.9M———
Cerity Partners LLC
N/A—185,500-185,500-100%$6.7M———
NorthRock Partners, LLC
N/A—171,106-171,106-100%$6.2M———
Bank of America Corp
N/A—158,842-158,842-100%$5.7M———
HBK Sorce Advisory LLC
N/A—124,797-124,797-100%$4.6M———
MAI Capital Management
N/A—109,552-109,552-100%$4.0M———
Wescott Financial Advisory Group, LLC
N/A—93,807-93,807-100%$3.4M———
Captrust Financial Advisors
N/A—88,333-88,333-100%$3.2M———
Morgan Stanley
N/A—87,022-87,022-100%$3.1M———
FMR LLC
N/A—85,404-85,404-100%$3.1M———
Cetera Investment Advisers
N/A—81,847-81,847-100%$3.0M———
Bawa N Mallick Trust
N/A—77,416-77,416-100%$2.8M———
Guardian Wealth Advisors, LLC / NC
N/A—77,113-77,113-100%$2.8M———
Aptus Capital Advisors, LLC
N/A—77,113-77,113-100%$2.8M———
MML Investors Services, LLC
N/A—69,794-69,794-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—58,554-58,554-100%$2.1M———
BlackRock, Inc.
N/A—54,381-54,381-100%$2.0M———
Renaissance Technologies LLC
N/A—49,000-49,000-100%$1.8M———
Diversified Trust Co
N/A—39,576-39,576-100%$1.4M———
Stifel Financial Corp
N/A—38,470-38,470-100%$1.4M———
HighTower Advisors, LLC
N/A—37,873-37,873-100%$1.4M———
Clearstead Advisors, LLC
N/A—35,009-35,009-100%$1.3M———
Raymond James Financial Inc
N/A—34,973-34,973-100%$1.3M———
One Capital Management, LLC
N/A—30,673-30,673-100%$961.0K———
Sanctuary Advisors, LLC
N/A—30,670-30,670-100%$1.1M———
Avant Capital LLC
N/A—30,085-30,085-100%$1.1M———
Johnson Investment Counsel Inc
N/A—29,021-29,021-100%$1.0M———
Arax Advisory Partners
N/A—27,038-27,038-100%$975.0K———
RWA Wealth Partners, LLC
N/A—26,739-26,739-100%$964.2K———
Brown Advisory Inc
N/A—26,000-26,000-100%$937.6K———
Goldman Sachs Group Inc
N/A—25,936-25,936-100%$935.3K———
Merit Financial Group, LLC
N/A—25,270-25,270-100%$911.2K———
Quantinno Capital Management LP
N/A—25,124-25,124-100%$906.0K———
AQR Capital Management LLC
N/A—24,509-24,509-100%$883.8K———
Cambient Family Office, LLC
N/A—23,959-23,959-100%$864.0K———
Ancora Advisors LLCA
N/A—22,916-22,916-100%$826.4K———
Osaic Holdings, Inc.
N/A—22,458-22,458-100%$809.9K———
Operose Advisors LLC
N/A—20,553-20,553-100%$741.1K———
Lafayette Investments, Inc.
N/A—19,512-19,512-100%$703.6K———
Equitable Holdings, Inc.
N/A—18,598-18,598-100%$670.7K———
Fifth Third Bancorp
N/A—18,410-18,410-100%$663.9K———
Crewe Advisors LLC
N/A—18,403-18,403-100%$663.6K———
JPMorgan Chase & Co
N/A—18,272-18,272-100%$654.2K———
D L Carlson Investment Group Inc
N/A—18,008-18,008-100%$649.4K———
Flow Traders U.S. LLC
N/A—17,226-17,226-100%$621.0K———
Beacon Pointe Advisors, LLC
N/A—15,203-15,203-100%$548.2K———
Waverly Advisors, LLC
N/A—14,451-14,451-100%$521.1K———
Stratos Wealth Advisors, LLC
N/A—14,337-14,337-100%$517.0K———
PNC Financial Services Group, Inc.
N/A—11,896-11,896-100%$429.0K———
Allworth Financial LP
N/A—11,628-11,628-100%$419.3K———
Royal Bank of Canada
N/A—11,338-11,338-100%$408.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,206-11,206-100%$404.1K———
Leavell Investment Management, Inc.
N/A—11,135-11,135-100%$401.5K———
Integrated Wealth Concepts LLC
N/A—11,119-11,119-100%$401.0K———
Focus Partners Advisor Solutions, LLC
N/A—10,671-10,671-100%$384.8K———
Mercer Global Advisors Inc
N/A—10,347-10,347-100%$373.1K———
Premier Private Wealth Management LLC
N/A—10,334-10,334-100%$372.6K———
Red Door Wealth Management, LLC
N/A—9,513-9,513-100%$343.1K———
Professional Financial Solutions LLC
N/A—9,287-9,287-100%$334.9K———
UBS Group AG
N/A—9,223-9,223-100%$332.6K———
Kiley Juergens Wealth Management, LLC
N/A—9,120-9,120-100%$328.9K———
Composition Wealth, LLC
N/A—8,876-8,876-100%$320.1K———
Envestnet Asset Management Inc
N/A—8,522-8,522-100%$307.3K———
Bouchey Financial Group, Ltd.
N/A—8,378-8,378-100%$302.1K———
Sequoia Financial Advisors, LLC
N/A—8,278-8,278-100%$298.5K———
Bank of Montreal
N/A—7,996-7,996-100%$288.3K———
EP Wealth Advisors, LLC
N/A—7,946-7,946-100%$286.5K———
Nuveen, LLC
N/A—7,798-7,798-100%$281.2K———
Spinnaker Trust
N/A—7,244-7,244-100%$261.2K———
Fortis Group Advisors, LLC
N/A—7,016-7,016-100%$253.0K———
AssuredPartners Investment Advisors, LLC
N/A—6,797-6,797-100%$245.1K———
Two Sigma Securities, LLC
N/A—6,709-6,709-100%$241.9K———
Element Wealth, LLC
N/A—6,504-6,504-100%$234.5K———
Blair William & Co
N/A—6,124-6,124-100%$220.8K———
Pure Financial Advisors, LLC
N/A—6,020-6,020-100%$217.1K———
SouthState Bank Corp
N/A—5,718-5,718-100%$206.2K———
Prosperity Consulting Group, LLC
N/A—5,671-5,671-100%$204.5K———
Rothschild Investment LLC
N/A—4,880-4,880-100%$176.0K———
Medallion Wealth Advisors, LLC
N/A—4,525-4,525-100%$163.2K———
Russell Investments Group, Ltd.
N/A—3,957-3,957-100%$142.7K———
Tiaa Wealth Investment Management LLC
N/A—3,681-3,681-100%$131.8K———
Bartlett & Co. Wealth Management LLC
N/A—3,544-3,544-100%$127.8K———
Global Retirement Partners, LLC
N/A—3,439-3,439-100%$124.0K———
Harbour Investments, Inc.
N/A—2,776-2,776-100%$100.1K———
Vanguard Advisers Inc
N/A—2,699-2,699-100%$97.3K———
National Bank of Canada
N/A—2,572-2,572-100%$92.7K———
Tower Research Capital LLC (TRC)
N/A—2,536-2,536-100%$91.4K———
TD Capital Management LLC
N/A—2,283-2,283-100%$82.3K———
AE Wealth Management LLC
N/A—2,197-2,197-100%$79.2K———
Strive Financial Group,LLC
N/A—2,150-2,150-100%$77.5K———
Qube Research & Technologies Ltd
N/A—2,058-2,058-100%$74.2K———
Atlantic Union Bankshares Corp
N/A—1,551-1,551-100%$55.9K———
Steigerwald, Gordon & Koch Inc.
N/A—1,000-1,000-100%$36.1K———
Atlas Capital Advisors Inc.
N/A—954-954-100%$34.4K———
Crews Bank & Trust
N/A—826-826-100%$29.8K———
Mcguire Capital Advisors Inc
N/A—800-800-100%$28.8K———
Bernard Wealth Management Corp.
N/A—750-750-100%$27.0K———
Kilter Group LLC
N/A—650-650-100%$23.4K———
Bogart Wealth, LLC
N/A—624-624-100%$22.5K———
Capital Analysts, LLC
N/A—513-513-100%$18———
NewEdge Advisors, LLC
N/A—462-462-100%$16.7K———
Smartleaf Asset Management LLC
N/A—440-440-100%$15.8K———
Steward Partners Investment Advisory, LLC
N/A—431-431-100%$15.6K———
O'shaughnessy Asset Management, LLC
N/A—412-412-100%$14.9K———
VSM Wealth Advisory, LLC
N/A—407-407-100%$14.7K———
Howe & Rusling Inc
N/A—406-406-100%$14.6K———
Federation des caisses Desjardins du Quebec
N/A—400-400-100%$14.4K———
Strategic Wealth Partners, Ltd.
N/A—354-354-100%$12.8K———
Nalls Sherbakoff Group, LLC
N/A—326-326-100%$11.8K———
IMA Advisory Services, Inc.
N/A—248-248-100%$8.9K———
Whittier Trust Co
N/A—226-226-100%$8.2K———
Geneos Wealth Management Inc.
N/A—200-200-100%$7.2K———
Game Plan Financial Advisors, LLC
N/A—187-187-100%$6.7K———
Group One Trading LLC
N/A—100-100-100%$3.6K———
Wells Fargo & Company
N/A—62-62-100%$2.2K———
Jones Financial Companies Lllp
N/A—48-48-100%$1.7K———
Glen Eagle Advisors, LLC
N/A—41-41-100%$1.5K———
Integrity Financial Corp
N/A—20-20-100%$721———
Fiduciary Financial Advisors
N/A—3-3-100%$108———
Heritage Wealth Advisors
N/A—00—$0———
Showing 280 of 280 institutions