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Schwab Fndmntl EM MRK EQ ETF (FNDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Unison Advisors LLC
DECREASED
Shares940,701 from 971,847
Change-31,146 (-3%)
Value$39.4M (+$824.3K)
Filed 2026-10-29
Arlington Financial Advisors, LLC
NEW
Shares801,793
Change+801,793
Value$33.6M
Filed 2026-10-19
Johnson Bixby & Associates, LLC
INCREASED
Shares614,918 from 597,009
Change+17,909 (+3%)
Value$25.7M (+$2.1M)
Filed 2026-10-14
Almanack Investment Partners, Llc.
INCREASED
Shares605,067 from 561,157
Change+43,910 (+8%)
Value$25.3M (+$3.1M)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares587,121 from 570,078
Change+17,043 (+3%)
Value$24.6M (+$2.0M)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares565,108 from 591,619
Change-26,511 (-4%)
Value$23.7M (+$185.6K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares535,076 from 539,037
Change-3,961 (-1%)
Value$22.4M (+$1.0M)
Filed 2026-10-16
Financial Consulate, Inc
INCREASED
Shares476,682 from 473,791
Change+2,891 (+1%)
Value$20.0M (+$1.2M)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares439,146 from 393,575
Change+45,571 (+12%)
Value$18.4M (+$2.8M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares415,247 from 390,468
Change+24,779 (+6%)
Value$17.4M (+$1.9M)
Filed 2026-10-16
Cabot Wealth Management Inc
INCREASED
Shares391,834 from 359,305
Change+32,529 (+9%)
Value$16.4M (+$2.1M)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED
Shares384,728 from 360,874
Change+23,854 (+7%)
Value$16.1M (+$1.8M)
Filed 2026-10-30
Prairiewood Capital, LLC
INCREASED
Shares379,024 from 365,480
Change+13,544 (+4%)
Value$15.9M (+$1.4M)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED
Shares373,990 from 328,425
Change+45,565 (+14%)
Value$15.7M (+$2.6M)
Filed 2026-11-03
Moller Wealth Partners
INCREASED
Shares372,354 from 370,133
Change+2,221 (+1%)
Value$15.6M (+$903.6K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares362,989 from 384,389
Change-21,400 (-6%)
Value$15.2K (-$15.2M)
Filed 2026-11-02
Droms Strauss Advisors Inc
INCREASED
Shares345,685 from 334,817
Change+10,868 (+3%)
Value$14.5M (+$1.2M)
Filed 2026-11-03
Cowa, LLC
DECREASED
Shares296,744 from 337,812
Change-41,068 (-12%)
Value$12.4M (-$979.7K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares291,935 from 292,193
Change-258 (0%)
Value$12.2M (+$629.1K)
Filed 2026-10-21
Chilton Capital Management LLC
DECREASED
Shares279,823 from 332,698
Change-52,875 (-16%)
Value$11.7M (-$1.5M)
Filed 2026-10-28
Creative Planning
INCREASED
Shares242,599 from 217,698
Change+24,901 (+11%)
Value$10.2M (+$1.5M)
Filed 2026-11-02
Charles Schwab Trust Co
DECREASED
Shares229,546 from 409,608
Change-180,062 (-44%)
Value$9.6M (-$6.6M)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares223,565 from 220,717
Change+2,848 (+1%)
Value$9.4M (+$602.6K)
Filed 2026-10-29
Your Advocates Ltd., LLP
DECREASED
Shares212,277 from 214,697
Change-2,420 (-1%)
Value$8.9M (+$368.9K)
Filed 2026-11-03
Wealth Forward, LLC
INCREASED
Shares189,393 from 178,420
Change+10,973 (+6%)
Value$7.9M (+$850.2K)
Filed 2026-10-14
Abbington Investment Group
INCREASED
Shares179,413 from 179,386
Change+27 (+0%)
Value$7.5M (+$394.0K)
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares178,334 from 164,701
Change+13,633 (+8%)
Value$7.5M (+$931.5K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares175,543 from 177,269
Change-1,726 (-1%)
Value$7.3M (+$316.0K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares175,006 from 28,903
Change+146,103 (+505%)
Value$7.3M (+$6.2M)
Filed 2026-10-29
SAX Wealth Advisors, LLC
DECREASED
Shares171,069 from 288,916
Change-117,847 (-41%)
Value$7.2M (-$3.9M)
Filed 2026-10-13
Essex LLC
INCREASED
Shares170,698 from 164,912
Change+5,786 (+4%)
Value$7.1M (+$603.4K)
Filed 2026-10-14
Kozak & Associates, Inc.
DECREASED
Shares167,923 from 209,032
Change-41,109 (-20%)
Value$6.9M (-$1.3M)
Filed 2026-10-29
Keybank National Association
INCREASED
Shares165,462 from 141,200
Change+24,262 (+17%)
Value$6.9M (+$1.3M)
Filed 2026-11-04
Alpha Omega Wealth Management LLC
INCREASED
Shares164,826 from 132,933
Change+31,893 (+24%)
Value$6.9M (+$1.6M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares162,610 from 160,777
Change+1,833 (+1%)
Value$6.8M (+$428.8K)
Filed 2026-11-02
Laurel Wealth Planning LLC
DECREASED
Shares155,602 from 157,821
Change-2,219 (-1%)
Value$6.5M (+$252.7K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares153,526 from 135,326
Change+18,200 (+13%)
Value$6.4M (+$1.1M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares142,996 from 131,037
Change+11,959 (+9%)
Value$6.0M (+$736.4K)
Filed 2026-10-13
Etesian Wealth Advisors, Inc.
INCREASED
Shares140,562 from 140,455
Change+107 (+0%)
Value$5.9M (+$312.1K)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares140,463 from 134,185
Change+6,278 (+5%)
Value$5.9M (+$556.7K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares136,500 from 109,052
Change+27,448 (+25%)
Value$5.7M (+$1.4M)
Filed 2026-10-21
RHS Financial, LLC
DECREASED
Shares131,668 from 144,271
Change-12,603 (-9%)
Value$5.5M (-$211.7K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares131,058 from 121,786
Change+9,272 (+8%)
Value$5.5M (+$654.9K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares129,821 from 125,417
Change+4,404 (+4%)
Value$5.4M (+$459.1K)
Filed 2026-10-27
Verde Capital Management
INCREASED
Shares120,974 from 60,198
Change+60,776 (+101%)
Value$5.1M (+$2.7M)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares111,069 from 92,393
Change+18,676 (+20%)
Value$4.7M (+$984.3K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED
Shares108,767 from 108,353
Change+414 (+0%)
Value$4.6M (+$254.6K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares103,517 from 104,565
Change-1,048 (-1%)
Value$4.3M (+$185.1K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares102,113 from 100,010
Change+2,103 (+2%)
Value$4.3M (+$307.1K)
Filed 2026-11-05
Allen Capital Group, LLC
DECREASED
Shares95,750 from 95,852
Change-102 (0%)
Value$4.0M (+$205.6K)
Filed 2026-10-27
HB Wealth Management, LLC
NEW
Shares94,608
Change+94,608
Value$4.0M
Filed 2026-10-23
Northland Capital Management LLC
INCREASED
Shares94,234 from 92,131
Change+2,103 (+2%)
Value$3.9M (+$289.8K)
Filed 2026-10-15
Trust Point Inc.
INCREASED
Shares88,982 from 22,888
Change+66,094 (+289%)
Value$3.7M (+$2.8M)
Filed 2026-10-27
Cornerstone Planning Group LLC
DECREASED
Shares87,706 from 432,725
Change-345,019 (-80%)
Value$3.8M (-$14.0M)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
INCREASED
Shares87,562 from 82,537
Change+5,025 (+6%)
Value$3.7M (+$391.2K)
Filed 2026-11-02
Sensible Money, LLC
DECREASED
Shares83,568 from 84,214
Change-646 (-1%)
Value$3.5M (+$157.4K)
Filed 2026-10-20
KRM Wealth Management L.L.C.
INCREASED
Shares70,319 from 69,130
Change+1,189 (+2%)
Value$2.9M (+$201.1K)
Filed 2026-11-02
Concord Wealth Partners
DECREASED
Shares67,699 from 68,476
Change-777 (-1%)
Value$2.8M (+$117.4K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares66,339 from 66,493
Change-154 (0%)
Value$2.8M (+$139.2K)
Filed 2026-10-22
BCS Wealth Management
INCREASED
Shares63,592 from 59,471
Change+4,121 (+7%)
Value$2.7M (+$302.8K)
Filed 2026-11-03
ERn Financial, LLC
INCREASED
Shares61,779 from 61,131
Change+648 (+1%)
Value$2.6M (+$161.0K)
Filed 2026-10-28
Collective Family Office LLC
INCREASED
Shares60,879 from 59,387
Change+1,492 (+3%)
Value$2.5M (+$192.5K)
Filed 2026-10-05
Centurion Wealth Management LLC
INCREASED
Shares60,071 from 59,424
Change+647 (+1%)
Value$2.5M (+$157.2K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares55,221 from 50,672
Change+4,549 (+9%)
Value$2.3M (+$301.4K)
Filed 2026-10-15
FF Advisors,LLC
UNCHANGED
Shares50,911 from 50,911
Change0 (0%)
Value$2.1M (+$111.5K)
Filed 2026-10-21
Occidental Asset Management, LLC
INCREASED
Shares50,272 from 50,004
Change+268 (+1%)
Value$2.1M (+$120.7K)
Filed 2026-11-05
Sculati Wealth Management, LLC
DECREASED
Shares50,117 from 52,187
Change-2,070 (-4%)
Value$2.1M (+$54.8K)
Filed 2026-10-19
BFI Wealth Solutions, LLC
DECREASED
Shares48,591 from 72,169
Change-23,578 (-33%)
Value$2.0M (-$829.2K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares48,347 from 48,347
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-06
Lee Financial Co
INCREASED
Shares45,769 from 36,495
Change+9,274 (+25%)
Value$1.9M (+$468.2K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
NEW
Shares45,052
Change+45,052
Value$1.9M
Filed 2026-10-19
Catalyst Investment Management LLC
INCREASED
Shares45,032 from 40,773
Change+4,259 (+10%)
Value$1.9M (+$267.6K)
Filed 2026-10-21
Ackerman Capital Advisors, LLC
UNCHANGED
Shares44,053 from 44,053
Change0 (0%)
Value$1.8M (+$96.5K)
Filed 2026-10-30
Foster Victor Wealth Advisors, LLC
INCREASED
Shares43,915 from 41,786
Change+2,129 (+5%)
Value$1.9M (+$166.9K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares42,381 from 40,206
Change+2,175 (+5%)
Value$1.8M (+$179.1K)
Filed 2026-10-09
Asset Allocation Strategies LLC
DECREASED
Shares42,283 from 71,354
Change-29,071 (-41%)
Value$1.8M (-$1.1M)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares41,319 from 40,531
Change+788 (+2%)
Value$1.7M (+$121.7K)
Filed 2026-10-22
Johnson & White Wealth Management, LLC
DECREASED
Shares40,431 from 41,144
Change-713 (-2%)
Value$1.7M (+$60.3K)
Filed 2026-11-03
Hengehold Capital Management LLC
INCREASED
Shares40,346 from 39,569
Change+777 (+2%)
Value$1.7M (+$119.2K)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares40,238 from 38,696
Change+1,542 (+4%)
Value$1.7M (+$149.3K)
Filed 2026-10-28
Guardian Financial Partners, LLC
INCREASED
Shares40,120 from 36,861
Change+3,259 (+9%)
Value$1.7M (+$217.2K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares39,586 from 33,912
Change+5,674 (+17%)
Value$1.7M (+$311.8K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares38,411 from 37,493
Change+918 (+2%)
Value$1.6M (+$120.5K)
Filed 2026-11-05
Whipplewood Advisors, LLC
INCREASED
Shares38,189 from 36,668
Change+1,521 (+4%)
Value$1.6M (+$144.0K)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
INCREASED
Shares36,104 from 34,082
Change+2,022 (+6%)
Value$1.5M (+$159.3K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares33,567 from 30,389
Change+3,178 (+10%)
Value$1.4K (-$1.2M)
Filed 2026-10-26
21 West Wealth Management LLC
DECREASED
Shares32,649 from 33,765
Change-1,116 (-3%)
Value$1.4M (+$27.2K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares32,403 from 45,153
Change-12,750 (-28%)
Value$1.4M (-$435.0K)
Filed 2026-10-15
Synergy Asset Management, LLC
DECREASED
Shares32,300 from 34,633
Change-2,333 (-7%)
Value$1.4M (-$21.8K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares31,888 from 30,652
Change+1,236 (+4%)
Value$1.3M (+$118.9K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares31,073 from 31,233
Change-160 (-1%)
Value$1.3M (+$61.7K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares30,229 from 30,253
Change-24 (0%)
Value$1.3M (+$65.2K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED
Shares30,157 from 24,568
Change+5,589 (+23%)
Value$1.3M (+$287.8K)
Filed 2026-10-14
Professional Financial Management, Inc.
INCREASED
Shares28,947 from 14,582
Change+14,365 (+99%)
Value$1.2M (+$633.4K)
Filed 2026-10-22
Bangor Savings Bank
INCREASED
Shares28,772 from 28,272
Change+500 (+2%)
Value$1.2M (+$82.9K)
Filed 2026-10-06
McGrath & Associates, Inc.
DECREASED
Shares28,122 from 33,615
Change-5,493 (-16%)
Value$1.2M (-$156.4K)
Filed 2026-10-27
Creekside Partners
DECREASED
Shares28,112 from 29,479
Change-1,367 (-5%)
Value$1.2M (+$7.3K)
Filed 2026-11-04
Whalen Wealth Management Inc.
NEW
Shares27,843
Change+27,843
Value$1.2M
Filed 2026-10-08
Forza Wealth Management, LLC
UNCHANGED
Shares27,714 from 27,714
Change0 (0%)
Value$1.2M (+$60.7K)
Filed 2026-10-20
Arista Wealth Management, LLC
DECREASED
Shares27,360 from 29,258
Change-1,898 (-6%)
Value$1.1M (-$15.4K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares27,357 from 27,934
Change-577 (-2%)
Value$1.1M (+$38.0K)
Filed 2026-10-08
LongView Wealth Management
INCREASED
Shares26,942 from 21,727
Change+5,215 (+24%)
Value$1.1M (+$266.0K)
Filed 2026-10-19
Diversify Wealth Management, LLC
DECREASED
Shares25,939 from 26,894
Change-955 (-4%)
Value$1.1M (+$15.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares25,939 from 26,894
Change-955 (-4%)
Value$1.1M (+$15.7K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
UNCHANGED
Shares25,911 from 25,911
Change0 (0%)
Value$1.1M (+$80.6K)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares25,744 from 2,449
Change+23,295 (+951%)
Value$1.1M (+$980.7K)
Filed 2026-11-04
Beacon Bank & Trust
NEW
Shares25,351
Change+25,351
Value$1.1M
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares25,053 from 18,772
Change+6,281 (+33%)
Value$1.0M (+$304.1K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED
Shares24,905 from 23,028
Change+1,877 (+8%)
Value$1.0M (+$129.2K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares24,653 from 8,381
Change+16,272 (+194%)
Value$1.0M (+$699.7K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares23,359 from 22,439
Change+920 (+4%)
Value$978.0K (+$87.7K)
Filed 2026-11-03
Firestone Capital Management
INCREASED
Shares23,166 from 22,548
Change+618 (+3%)
Value$969.9K (+$75.3K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares22,830 from 6,086
Change+16,744 (+275%)
Value$955.9K (+$714.4K)
Filed 2026-10-28
Kaizen Financial Strategies
DECREASED
Shares22,360 from 28,342
Change-5,982 (-21%)
Value$936.2K (-$180.5K)
Filed 2026-10-09
Wedmont Private Capital
UNCHANGED
Shares22,147 from 22,147
Change0 (0%)
Value$936.6K (+$39.0K)
Filed 2026-10-09
Certified Advisory Corp
INCREASED
Shares22,108 from 20,951
Change+1,157 (+6%)
Value$925.7K (+$94.3K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED
Shares20,083 from 17,690
Change+2,393 (+14%)
Value$840.9K (+$138.9K)
Filed 2026-10-09
Foster Group, Inc.
UNCHANGED
Shares20,060 from 20,060
Change0 (0%)
Value$839.9K (+$43.9K)
Filed 2026-10-13
Clarity Capital Advisors, LLC
UNCHANGED
Shares18,017 from 18,017
Change0 (0%)
Value$754.4K (+$39.5K)
Filed 2026-10-27
Embree Financial Group
DECREASED
Shares17,381 from 28,169
Change-10,788 (-38%)
Value$727.7K (-$390.0K)
Filed 2026-10-22
Index Fund Advisors, Inc.
DECREASED
Shares17,191 from 18,240
Change-1,049 (-6%)
Value$719.8K (-$4.0K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares17,097 from 16,289
Change+808 (+5%)
Value$715.9K (+$69.5K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares17,049 from 15,870
Change+1,179 (+7%)
Value$713.9K (+$84.1K)
Filed 2026-11-02
Riverchase Wealth Management, LLC
UNCHANGED
Shares17,041 from 17,041
Change0 (0%)
Value$713.5K (+$37.3K)
Filed 2026-10-28
CGC Financial Services, LLC
INCREASED
Shares16,729 from 15,366
Change+1,363 (+9%)
Value$700.4K (+$90.7K)
Filed 2026-10-13
Gibson Capital, LLC
DECREASED
Shares16,668 from 17,353
Change-685 (-4%)
Value$697.9K (+$9.3K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED
Shares15,754 from 16,723
Change-969 (-6%)
Value$659.6K (-$3.9K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares15,080 from 15,080
Change0 (0%)
Value$631.4K (+$33.0K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares14,165 from 14,165
Change0 (0%)
Value$562.1K ($0)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares13,690 from 13,076
Change+614 (+5%)
Value$573.2K (+$54.4K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,613 from 13,568
Change+45 (+0%)
Value$570.0K (+$31.6K)
Filed 2026-10-23
SteelPeak Wealth, LLC
INCREASED
Shares13,605 from 13,257
Change+348 (+3%)
Value$569.7K (+$43.6K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares13,537 from 8,368
Change+5,169 (+62%)
Value$566.8K (+$234.7K)
Filed 2026-11-04
Balentine LLC
UNCHANGED
Shares13,530 from 13,530
Change0 (0%)
Value$566.5K (+$29.6K)
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares13,082 from 3,798
Change+9,284 (+244%)
Value$547.7K (+$397.0K)
Filed 2026-10-14
Abel Hall, LLC
DECREASED
Shares13,025 from 13,590
Change-565 (-4%)
Value$545.3K (+$6.1K)
Filed 2026-10-19
CWA Asset Management Group, LLC
INCREASED
Shares12,380 from 6,701
Change+5,679 (+85%)
Value$518.4K (+$252.5K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares11,990 from 13,595
Change-1,605 (-12%)
Value$502.0K (-$37.4K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares11,818 from 11,152
Change+666 (+6%)
Value$494.8K (+$52.3K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares11,749 from 9,817
Change+1,932 (+20%)
Value$491.9K (+$102.4K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares10,358 from 16,594
Change-6,236 (-38%)
Value$433.7K (-$224.8K)
Filed 2026-10-14
Argos Wealth Advisors, LLC
DECREASED
Shares10,320 from 13,293
Change-2,973 (-22%)
Value$432.1K (-$95.4K)
Filed 2026-11-02
Davidson Kahn Capital Management, LLC
DECREASED
Shares10,262 from 12,201
Change-1,939 (-16%)
Value$429.7K (-$54.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares9,982 from 3,331
Change+6,651 (+200%)
Value$418.0K (+$285.8K)
Filed 2026-10-08
BetterWealth, LLC
DECREASED
Shares9,847 from 11,261
Change-1,414 (-13%)
Value$412.3K (-$34.6K)
Filed 2026-10-15
Crew Capital Management, Ltd
NEW
Shares9,550
Change+9,550
Value$399.9K
Filed 2026-10-28
Strata Wealth Advisors, LLC
UNCHANGED
Shares9,508 from 9,508
Change0 (0%)
Value$398.1K (+$20.8K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares9,438 from 3,108
Change+6,330 (+204%)
Value$395.2K (+$271.8K)
Filed 2026-11-05
BXM Wealth LLC
INCREASED
Shares9,277 from 8,881
Change+396 (+4%)
Value$388.4K (+$36.0K)
Filed 2026-11-03
Waterfront Wealth Inc.
INCREASED
Shares9,240 from 9,200
Change+40 (+0%)
Value$392.1K (+$19.2K)
Filed 2026-11-03
IVC Wealth Advisors LLC
INCREASED
Shares9,211 from 9,150
Change+61 (+1%)
Value$385.7K (+$22.6K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares9,184 from 7,047
Change+2,137 (+30%)
Value$384.5K (+$104.9K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares8,759 from 8,223
Change+536 (+7%)
Value$366.8K (+$40.5K)
Filed 2026-10-29
Parsons Capital Management Inc
DECREASED
Shares8,691 from 9,041
Change-350 (-4%)
Value$363.9K (+$5.1K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares8,603 from 6,372
Change+2,231 (+35%)
Value$360.2K (+$107.3K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares8,587 from 7,990
Change+597 (+7%)
Value$359.5K (+$42.5K)
Filed 2026-10-30
AdvisorNet Financial, Inc
UNCHANGED
Shares8,259 from 8,259
Change0 (0%)
Value$352.8K (+$25.1K)
Filed 2026-10-15
Redw Wealth LLC
UNCHANGED
Shares8,251 from 8,251
Change0 (0%)
Value$345.5K (+$18.1K)
Filed 2026-11-02
First County Bank
UNCHANGED
Shares8,060 from 8,060
Change0 (0%)
Value$337.5K (+$17.7K)
Filed 2026-10-13
Golden Bell Financial Planning LLC
UNCHANGED
Shares8,039 from 8,039
Change0 (0%)
Value$336.6K (+$17.6K)
Filed 2026-11-02
Naples Global Advisors, LLC
UNCHANGED
Shares7,983 from 7,983
Change0 (0%)
Value$334.2K (+$17.5K)
Filed 2026-11-05
Appleton Partners Inc
DECREASED
Shares7,902 from 8,980
Change-1,078 (-12%)
Value$331 (-$355.7K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares7,745 from 8,337
Change-592 (-7%)
Value$324.3K (-$6.5K)
Filed 2026-10-13
New England Private Wealth Advisors LLC
UNCHANGED
Shares7,483 from 7,483
Change0 (0%)
Value$313.3K (+$10.3K)
Filed 2026-10-19
Apella Capital, LLC
NEW
Shares7,478
Change+7,478
Value$317.6K
Filed 2026-10-08
D'Orazio & Associates, Inc.
UNCHANGED
Shares7,431 from 7,431
Change0 (0%)
Value$311.1K (+$16.3K)
Filed 2026-11-04
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares7,087 from 7,202
Change-115 (-2%)
Value$296.7K (+$11.0K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares7,014 from 6,087
Change+927 (+15%)
Value$292.5K (+$45.2K)
Filed 2026-10-27
Capital Investment Advisors, LLC
INCREASED
Shares6,857 from 6,265
Change+592 (+9%)
Value$287.1K (+$38.5K)
Filed 2026-10-22
Symphony Financial, Ltd. Co.
INCREASED
Shares6,647 from 6,252
Change+395 (+6%)
Value$278.3K (+$30.3K)
Filed 2026-10-22
Ballast Financial Advisors LLC
DECREASED
Shares6,552 from 7,150
Change-598 (-8%)
Value$274.3K (-$9.4K)
Filed 2026-10-26
Kings Path Partners LLC
INCREASED
Shares6,520 from 6,464
Change+56 (+1%)
Value$273.0K (+$16.5K)
Filed 2026-10-21
Verum Partners LLC
DECREASED
Shares6,432 from 6,552
Change-120 (-2%)
Value$269.3K (+$9.3K)
Filed 2026-10-21
Crescent Grove Advisors, LLC
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$261.5K (+$13.7K)
Filed 2026-10-21
Quadrant Capital Group LLC
DECREASED
Shares6,241 from 11,392
Change-5,151 (-45%)
Value$268.5K (-$183.6K)
Filed 2026-10-20
Abner Herrman & Brock LLC
NEW
Shares6,184
Change+6,184
Value$259
Filed 2026-10-20
Price Financial Group Wealth Management, Inc
DECREASED
Shares6,164 from 6,173
Change-9 (0%)
Value$264.9K (+$21.2K)
Filed 2026-11-02
Bedminster, LLC
UNCHANGED
Shares6,155 from 6,155
Change0 (0%)
Value$257.7K (+$13.5K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares6,051 from 6,071
Change-20 (0%)
Value$253.4K (+$12.5K)
Filed 2026-10-26
Oarsman Capital, Inc.
DECREASED
Shares5,795 from 6,185
Change-390 (-6%)
Value$242.6K (-$2.8K)
Filed 2026-11-05
Directional Asset Management
UNCHANGED
Shares5,773 from 5,773
Change0 (0%)
Value$241.7K (+$12.6K)
Filed 2026-10-22
Level Wealth Management LLC
NEW
Shares5,748
Change+5,748
Value$240.7K
Filed 2026-10-23
Intelligence Driven Advisers, LLC
UNCHANGED
Shares5,739 from 5,739
Change0 (0%)
Value$240.3K (+$12.6K)
Filed 2026-10-09
Burton Enright Welch
NEW
Shares5,729
Change+5,729
Value$239.9K
Filed 2026-11-04
Cedar Point Capital Partners, LLC
INCREASED
Shares5,556 from 5,332
Change+224 (+4%)
Value$232.6K (+$21.1K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares5,516 from 7,446
Change-1,930 (-26%)
Value$231.0K (-$64.5K)
Filed 2026-11-03
Modera Wealth Management, LLC
NEW
Shares5,296
Change+5,296
Value$221.7K
Filed 2026-10-28
Quadcap Wealth Management, LLC
NEW
Shares5,253
Change+5,253
Value$219.9K
Filed 2026-11-02
Garde Capital, Inc.
NEW
Shares5,166
Change+5,166
Value$216.3K
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares5,044 from 7,153
Change-2,109 (-29%)
Value$211.2K (-$72.6K)
Filed 2026-10-13
RS Crum Inc.
NEW
Shares5,000
Change+5,000
Value$209.4K
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares4,527 from 1,341
Change+3,186 (+238%)
Value$193.2K (+$140.0K)
Filed 2026-10-16
NorthAvenue LLC
DECREASED
Shares4,123 from 4,405
Change-282 (-6%)
Value$172.6K (-$2.2K)
Filed 2026-10-29
Central Trust Co
INCREASED
Shares3,730 from 24
Change+3,706 (+15442%)
Value$156.2K (+$155.2K)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
DECREASED
Shares3,393 from 3,683
Change-290 (-8%)
Value$142.1K (-$4.1K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$137.0K (+$7.2K)
Filed 2026-10-23
Abound Wealth Management
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$133.2K (+$7.0K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,108 from 3,108
Change0 (0%)
Value$130.1K (+$6.8K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED
Shares3,013 from 3,013
Change0 (0%)
Value$126.2K (+$6.6K)
Filed 2026-10-07
Blue Trust, Inc.
INCREASED
Shares2,971 from 500
Change+2,471 (+494%)
Value$124.4K (+$104.6K)
Filed 2026-10-15
Activest Wealth Management
UNCHANGED
Shares2,855 from 2,855
Change0 (0%)
Value$119.5K (+$6.3K)
Filed 2026-10-15
Angeles Wealth Management, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$117.2K (+$6.1K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares2,724 from 1,823
Change+901 (+49%)
Value$114.0K (+$41.7K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,687 from 26,016
Change-23,329 (-90%)
Value$112.5K (-$919.8K)
Filed 2026-10-14
Maseco LLP
UNCHANGED
Shares2,527 from 2,527
Change0 (0%)
Value$105.8K (+$5.5K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
DECREASED
Shares2,494 from 2,803
Change-309 (-11%)
Value$104.4K (-$6.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares2,482
Change+2,482
Value$103.9K
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares2,415
Change+2,415
Value$101.1K
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$93.6K (+$4.9K)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares2,186 from 2,186
Change0 (0%)
Value$91.5K (+$4.8K)
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,183 from 1,759
Change+424 (+24%)
Value$90 (-$3.0K)
Filed 2026-11-04
Townsend Asset Management Corp
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$86.9K (+$4.5K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$69.2K (+$3.6K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,614 from 1,093
Change+521 (+48%)
Value$67.6K (+$24.2K)
Filed 2026-11-05
Fairway Wealth LLC
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$66.7K (+$3.5K)
Filed 2026-10-30
Morling Financial Advisors, LLC
NEW
Shares1,492
Change+1,492
Value$62.5K
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$60.1K (+$3.1K)
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$59.5K (+$3.1K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares1,413 from 1,443
Change-30 (-2%)
Value$59.2K (+$1.9K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$54.0K (+$2.8K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares1,209 from 1,190
Change+19 (+2%)
Value$50.6K (+$3.4K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$46.8K (+$2.4K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$46.1K (+$2.4K)
Filed 2026-10-13
SYM Financial Corp
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$44.6K (+$2.3K)
Filed 2026-10-26
Align Financial, LLC
NEW
Shares1,061
Change+1,061
Value$44.4K
Filed 2026-10-16
Burk Holdings LLC
DECREASED
Shares984 from 1,073
Change-89 (-8%)
Value$41.2K (-$1.4K)
Filed 2026-11-05
Eukles Asset Management
NEW
Shares925
Change+925
Value$38.7K
Filed 2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$35.0K (+$1.8K)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$33.5K (+$1.8K)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$29.7K (+$1.6K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$28.4K (+$1.5K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares641
Change+641
Value$26.8K
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$26.2K (+$1.4K)
Filed 2026-10-30
McCarley & Cook Financial Planners
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$25.9K (+$1.4K)
Filed 2026-10-21
Bfsg, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$25.8K (+$1.4K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares599 from 529
Change+70 (+13%)
Value$25.1K (+$4.1K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$22.9K (+$1.2K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares515
Change+515
Value$21.6K
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$19.9K (+$1.0K)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$19.2K (+$1.0K)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
NEW
Shares405
Change+405
Value$17.0K
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$16.6K (+$869)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
NEW
Shares388
Change+388
Value$16.2K
Filed 2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$15.9K (+$830)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$15.2K (+$793)
Filed 2026-10-16
CX Institutional
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$15 (+$1)
Filed 2026-10-02
Triumph Capital Management
DECREASED
Shares336 from 346
Change-10 (-3%)
Value$14.1K (+$357)
Filed 2026-10-14
Security National Bank
NEW
Shares329
Change+329
Value$13.8K
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$13.2K (+$692)
Filed 2026-10-15
Decker Retirement Planning Inc.
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$12.8K (+$667)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$12.4K (+$733)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares275 from 356
Change-81 (-23%)
Value$11.5K (-$2.6K)
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$11.1K (+$582)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares253 from 229
Change+24 (+10%)
Value$10.6K (+$1.5K)
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares252 from 308
Change-56 (-18%)
Value$10.6K (-$1.7K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$10.5K (+$549)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$10.5K (+$548)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares248 from 251
Change-3 (-1%)
Value$10.4K (+$424)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$10.2K (+$532)
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares237
Change+237
Value$10.1K
Filed 2026-10-13
Kroeger Financial Partners
NEW
Shares233
Change+233
Value$9.8K
Filed 2026-10-19
Creative Capital Management Investments LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$9.7K (+$508)
Filed 2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$9.7K (+$505)
Filed 2026-10-15
Noble Wealth Management PBC
INCREASED
Shares221 from 175
Change+46 (+26%)
Value$9.3K (+$2.3K)
Filed 2026-10-01
Register Financial Advisors LLC
NEW
Shares203
Change+203
Value$8.5K
Filed 2026-10-23
First Pacific Financial
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$8.0K (+$421)
Filed 2026-10-14
Bayban
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$7.3K ($0)
Filed 2026-11-05
West Branch Capital LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$7.7K (+$405)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$7.2K (+$379)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares154 from 113
Change+41 (+36%)
Value$6.4K (+$2.0K)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$6.3K (+$330)
Filed 2026-10-13
Retirement Wealth Solutions LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.3K (+$329)
Filed 2026-10-07
Parkside Financial Bank & Trust
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$5.8K (+$304)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$5.6K (+$293)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.4K (+$285)
Filed 2026-10-28
Godsey & Gibb, Inc
DECREASED
Shares111 from 461
Change-350 (-76%)
Value$4.6K (-$13.6K)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4 (+$1)
Filed 2026-11-04
RHL Group, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$4.0K (+$178)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares86
Change+86
Value$3.6K
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.5K (+$184)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.4K (+$177)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares79
Change+79
Value$3.3K
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares78
Change+78
Value$3.3K
Filed 2026-11-03
Aspect Partners, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.1K (+$162)
Filed 2026-10-20
Grove Bank & Trust
NEW
Shares69
Change+69
Value$2.9K
Filed 2026-10-08
Valued Wealth Advisors LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.8K (+$145)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares52
Change+52
Value$2.2K
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares50
Change+50
Value$2.1K
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.1K (+$110)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.1K (+$108)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.0K (+$103)
Filed 2026-10-13
Buck Wealth Strategies, LLC
NEW
Shares46
Change+46
Value$1.9K
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
NEW
Shares28
Change+28
Value$1.2K
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED
Shares27 from 2
Change+25 (+1250%)
Value$1.1K (+$1.1K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.0K (+$53)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares22
Change+22
Value$922
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares20 from 3
Change+17 (+567%)
Value$837 (+$718)
Filed 2026-10-06
Community Financial Services Group, LLC
NEW
Shares19
Change+19
Value$792
Filed 2026-10-15
Armstrong Advisory Group, Inc
NEW
Shares18
Change+18
Value$754
Filed 2026-10-09
Gen-Wealth Partners Inc
NEW
Shares14
Change+14
Value$603
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares12
Change+12
Value$502
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$421 (+$22)
Filed 2026-10-29
World Equity Group, Inc.
CLOSED
Shares0 from 5,599
Change-5,599 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 3,713
Change-3,713 (-100%)
Value$0 (-$147.3K)
Filed 2026-10-28
Brooklyn FI, LLC
CLOSED
Shares0 from 2,631
Change-2,631 (-100%)
Value$0 (-$107.8K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,172
Change-2,172 (-100%)
Value$0 (-$86.2K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,238
Change-1,238 (-100%)
Value$0 (-$49.1K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$46.4K)
Filed 2026-10-29
CrossGen Wealth, LLC
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$24.1K)
Filed 2026-10-30
Tucker Asset Management LLC
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$18.8K)
Filed 2026-10-21
Robinswood Financial LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$7.7K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-02
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$20 (+$1)
Filed 2026-10-28
Charles Schwab Investment Management Inc
N/A
Shares— from 124,010,383
Change-124,010,383 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,722,704
Change-14,722,704 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,036,172
Change-4,036,172 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,922,545
Change-2,922,545 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,226,548
Change-2,226,548 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,885,735
Change-1,885,735 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,397,794
Change-1,397,794 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,235,419
Change-1,235,419 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,130,210
Change-1,130,210 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,074,017
Change-1,074,017 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,033,833
Change-1,033,833 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 970,820
Change-970,820 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 824,767
Change-824,767 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 723,788
Change-723,788 (-100%)
Value—
UBS Group AG
N/A
Shares— from 667,904
Change-667,904 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 601,701
Change-601,701 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 585,581
Change-585,581 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 569,914
Change-569,914 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 556,068
Change-556,068 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 540,639
Change-540,639 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 529,141
Change-529,141 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 490,739
Change-490,739 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 490,430
Change-490,430 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 480,918
Change-480,918 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 428,941
Change-428,941 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 354,450
Change-354,450 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 346,249
Change-346,249 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 329,890
Change-329,890 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 314,528
Change-314,528 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 261,976
Change-261,976 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 250,689
Change-250,689 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 249,733
Change-249,733 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 220,274
Change-220,274 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 212,219
Change-212,219 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 206,859
Change-206,859 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 184,032
Change-184,032 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 181,003
Change-181,003 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 177,378
Change-177,378 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 171,753
Change-171,753 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 156,502
Change-156,502 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 154,856
Change-154,856 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 150,169
Change-150,169 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 146,509
Change-146,509 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 142,619
Change-142,619 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 129,249
Change-129,249 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 128,998
Change-128,998 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 124,646
Change-124,646 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 115,532
Change-115,532 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 114,186
Change-114,186 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 111,700
Change-111,700 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 109,324
Change-109,324 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 108,805
Change-108,805 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 108,584
Change-108,584 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 106,261
Change-106,261 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 105,493
Change-105,493 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 104,007
Change-104,007 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 101,836
Change-101,836 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 100,988
Change-100,988 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 100,710
Change-100,710 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 100,191
Change-100,191 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 93,517
Change-93,517 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 85,946
Change-85,946 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 83,754
Change-83,754 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 83,617
Change-83,617 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 82,579
Change-82,579 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 77,355
Change-77,355 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 73,146
Change-73,146 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 72,819
Change-72,819 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 72,107
Change-72,107 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 68,339
Change-68,339 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 60,566
Change-60,566 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 55,141
Change-55,141 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 52,940
Change-52,940 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 52,275
Change-52,275 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 50,762
Change-50,762 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 49,516
Change-49,516 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 48,443
Change-48,443 (-100%)
Value—
Betterment LLC
N/A
Shares— from 45,849
Change-45,849 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 44,424
Change-44,424 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 42,982
Change-42,982 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 42,935
Change-42,935 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 42,339
Change-42,339 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 40,344
Change-40,344 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 36,251
Change-36,251 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 35,709
Change-35,709 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 34,493
Change-34,493 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,468
Change-34,468 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 32,051
Change-32,051 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 31,886
Change-31,886 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 30,709
Change-30,709 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 29,428
Change-29,428 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,411
Change-27,411 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 26,860
Change-26,860 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 26,343
Change-26,343 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 23,687
Change-23,687 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 23,682
Change-23,682 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 23,245
Change-23,245 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 21,905
Change-21,905 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,880
Change-21,880 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 20,801
Change-20,801 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 17,472
Change-17,472 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,767
Change-15,767 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 15,677
Change-15,677 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,412
Change-15,412 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 15,233
Change-15,233 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 14,717
Change-14,717 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,633
Change-14,633 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,326
Change-14,326 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,096
Change-13,096 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 12,961
Change-12,961 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,687
Change-12,687 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 12,263
Change-12,263 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,051
Change-12,051 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,023
Change-12,023 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,540
Change-11,540 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,349
Change-11,349 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 9,785
Change-9,785 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,444
Change-9,444 (-100%)
Value—
&partners
N/A
Shares— from 9,311
Change-9,311 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,183
Change-9,183 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,422
Change-8,422 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,595
Change-6,595 (-100%)
Value—
Members Trust Co
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,921
Change-5,921 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 931
Change-931 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 771
Change-771 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 448
Change-448 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 418
Change-418 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 415
Change-415 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 384
Change-384 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 243
Change-243 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 219
Change-219 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 199
Change-199 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 118
Change-118 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 23
Change-23 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Unison Advisors LLC
DECREASED940,701971,847-31,146-3%$38.6M$39.4M+$824.3K2026-10-29
Arlington Financial Advisors, LLC
NEW801,793—+801,793——$33.6M—2026-10-19
Johnson Bixby & Associates, LLC
INCREASED614,918597,009+17,909+3%$23.7M$25.7M+$2.1M2026-10-14
Almanack Investment Partners, Llc.
INCREASED605,067561,157+43,910+8%$22.3M$25.3M+$3.1M2026-11-03
Resonant Capital Advisors, LLC
INCREASED587,121570,078+17,043+3%$22.6M$24.6M+$2.0M2026-10-15
AlphaCore Capital LLC
DECREASED565,108591,619-26,511-4%$23.5M$23.7M+$185.6K2026-11-04
Aspiriant, LLC
DECREASED535,076539,037-3,961-1%$21.4M$22.4M+$1.0M2026-10-16
Financial Consulate, Inc
INCREASED476,682473,791+2,891+1%$18.8M$20.0M+$1.2M2026-10-23
Kathmere Capital Management, LLC
INCREASED439,146393,575+45,571+12%$15.6M$18.4M+$2.8M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED415,247390,468+24,779+6%$15.5M$17.4M+$1.9M2026-10-16
Cabot Wealth Management Inc
INCREASED391,834359,305+32,529+9%$14.3M$16.4M+$2.1M2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED384,728360,874+23,854+7%$14.3M$16.1M+$1.8M2026-10-30
Prairiewood Capital, LLC
INCREASED379,024365,480+13,544+4%$14.5M$15.9M+$1.4M2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED373,990328,425+45,565+14%$13.0M$15.7M+$2.6M2026-11-03
Moller Wealth Partners
INCREASED372,354370,133+2,221+1%$14.7M$15.6M+$903.6K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED362,989384,389-21,400-6%$15.3M$15.2K-$15.2M2026-11-02
Droms Strauss Advisors Inc
INCREASED345,685334,817+10,868+3%$13.3M$14.5M+$1.2M2026-11-03
Cowa, LLC
DECREASED296,744337,812-41,068-12%$13.4M$12.4M-$979.7K2026-10-30
Assetmark, Inc
DECREASED291,935292,193-2580%$11.6M$12.2M+$629.1K2026-10-21
Chilton Capital Management LLC
DECREASED279,823332,698-52,875-16%$13.2M$11.7M-$1.5M2026-10-28
Creative Planning
INCREASED242,599217,698+24,901+11%$8.6M$10.2M+$1.5M2026-11-02
Charles Schwab Trust Co
DECREASED229,546409,608-180,062-44%$16.3M$9.6M-$6.6M2026-10-15
Bell Investment Advisors, Inc
INCREASED223,565220,717+2,848+1%$8.8M$9.4M+$602.6K2026-10-29
Your Advocates Ltd., LLP
DECREASED212,277214,697-2,420-1%$8.5M$8.9M+$368.9K2026-11-03
Wealth Forward, LLC
INCREASED189,393178,420+10,973+6%$7.1M$7.9M+$850.2K2026-10-14
Abbington Investment Group
INCREASED179,413179,386+27+0%$7.1M$7.5M+$394.0K2026-11-03
Westover Capital Advisors, LLC
INCREASED178,334164,701+13,633+8%$6.5M$7.5M+$931.5K2026-10-26
Asset Dedication, LLC
DECREASED175,543177,269-1,726-1%$7.0M$7.3M+$316.0K2026-11-03
Vise Technologies, Inc.
INCREASED175,00628,903+146,103+505%$1.1M$7.3M+$6.2M2026-10-29
SAX Wealth Advisors, LLC
DECREASED171,069288,916-117,847-41%$11.1M$7.2M-$3.9M2026-10-13
Essex LLC
INCREASED170,698164,912+5,786+4%$6.5M$7.1M+$603.4K2026-10-14
Kozak & Associates, Inc.
DECREASED167,923209,032-41,109-20%$8.2M$6.9M-$1.3M2026-10-29
Keybank National Association
INCREASED165,462141,200+24,262+17%$5.6M$6.9M+$1.3M2026-11-04
Alpha Omega Wealth Management LLC
INCREASED164,826132,933+31,893+24%$5.3M$6.9M+$1.6M2026-10-23
Commonwealth Equity Services, LLC
INCREASED162,610160,777+1,833+1%$6.4M$6.8M+$428.8K2026-11-02
Laurel Wealth Planning LLC
DECREASED155,602157,821-2,219-1%$6.3M$6.5M+$252.7K2026-11-02
Apollon Wealth Management, LLC
INCREASED153,526135,326+18,200+13%$5.4M$6.4M+$1.1M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED142,996131,037+11,959+9%$5.3M$6.0M+$736.4K2026-10-13
Etesian Wealth Advisors, Inc.
INCREASED140,562140,455+107+0%$5.6M$5.9M+$312.1K2026-10-27
Simplicity Wealth,LLC
INCREASED140,463134,185+6,278+5%$5.3M$5.9M+$556.7K2026-10-23
McAdam, LLC
INCREASED136,500109,052+27,448+25%$4.3M$5.7M+$1.4M2026-10-21
RHS Financial, LLC
DECREASED131,668144,271-12,603-9%$5.7M$5.5M-$211.7K2026-10-13
WealthCare Investment Partners, LLC
INCREASED131,058121,786+9,272+8%$4.8M$5.5M+$654.9K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED129,821125,417+4,404+4%$5.0M$5.4M+$459.1K2026-10-27
Verde Capital Management
INCREASED120,97460,198+60,776+101%$2.4M$5.1M+$2.7M2026-10-28
Creative Financial Designs Inc
INCREASED111,06992,393+18,676+20%$3.7M$4.7M+$984.3K2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED108,767108,353+414+0%$4.3M$4.6M+$254.6K2026-11-02
Fermata Advisors, LLC
DECREASED103,517104,565-1,048-1%$4.1M$4.3M+$185.1K2026-10-13
US Bancorp \de\
INCREASED102,113100,010+2,103+2%$4.0M$4.3M+$307.1K2026-11-05
Allen Capital Group, LLC
DECREASED95,75095,852-1020%$3.8M$4.0M+$205.6K2026-10-27
HB Wealth Management, LLC
NEW94,608—+94,608——$4.0M—2026-10-23
Northland Capital Management LLC
INCREASED94,23492,131+2,103+2%$3.7M$3.9M+$289.8K2026-10-15
Trust Point Inc.
INCREASED88,98222,888+66,094+289%$908.2K$3.7M+$2.8M2026-10-27
Cornerstone Planning Group LLC
DECREASED87,706432,725-345,019-80%$17.7M$3.8M-$14.0M2026-10-16
Birchwood Financial Partners, Inc.
INCREASED87,56282,537+5,025+6%$3.3M$3.7M+$391.2K2026-11-02
Sensible Money, LLC
DECREASED83,56884,214-646-1%$3.3M$3.5M+$157.4K2026-10-20
KRM Wealth Management L.L.C.
INCREASED70,31969,130+1,189+2%$2.7M$2.9M+$201.1K2026-11-02
Concord Wealth Partners
DECREASED67,69968,476-777-1%$2.7M$2.8M+$117.4K2026-11-02
BIP Wealth, LLC
DECREASED66,33966,493-1540%$2.6M$2.8M+$139.2K2026-10-22
BCS Wealth Management
INCREASED63,59259,471+4,121+7%$2.4M$2.7M+$302.8K2026-11-03
ERn Financial, LLC
INCREASED61,77961,131+648+1%$2.4M$2.6M+$161.0K2026-10-28
Collective Family Office LLC
INCREASED60,87959,387+1,492+3%$2.4M$2.5M+$192.5K2026-10-05
Centurion Wealth Management LLC
INCREASED60,07159,424+647+1%$2.4M$2.5M+$157.2K2026-10-13
Atria Investments, Inc
INCREASED55,22150,672+4,549+9%$2.0M$2.3M+$301.4K2026-10-15
FF Advisors,LLC
UNCHANGED50,91150,91100%$2.0M$2.1M+$111.5K2026-10-21
Occidental Asset Management, LLC
INCREASED50,27250,004+268+1%$2.0M$2.1M+$120.7K2026-11-05
Sculati Wealth Management, LLC
DECREASED50,11752,187-2,070-4%$2.1M$2.1M+$54.8K2026-10-19
BFI Wealth Solutions, LLC
DECREASED48,59172,169-23,578-33%$2.9M$2.0M-$829.2K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED48,34748,34700%$1.9M$1.9M$02026-10-06
Lee Financial Co
INCREASED45,76936,495+9,274+25%$1.4M$1.9M+$468.2K2026-10-16
Hidden Cove Wealth Management, LLC
NEW45,052—+45,052——$1.9M—2026-10-19
Catalyst Investment Management LLC
INCREASED45,03240,773+4,259+10%$1.6M$1.9M+$267.6K2026-10-21
Ackerman Capital Advisors, LLC
UNCHANGED44,05344,05300%$1.7M$1.8M+$96.5K2026-10-30
Foster Victor Wealth Advisors, LLC
INCREASED43,91541,786+2,129+5%$1.7M$1.9M+$166.9K2026-10-21
Breakwater Capital Group
INCREASED42,38140,206+2,175+5%$1.6M$1.8M+$179.1K2026-10-09
Asset Allocation Strategies LLC
DECREASED42,28371,354-29,071-41%$2.8M$1.8M-$1.1M2026-10-20
Perigon Wealth Management, LLC
INCREASED41,31940,531+788+2%$1.6M$1.7M+$121.7K2026-10-22
Johnson & White Wealth Management, LLC
DECREASED40,43141,144-713-2%$1.6M$1.7M+$60.3K2026-11-03
Hengehold Capital Management LLC
INCREASED40,34639,569+777+2%$1.6M$1.7M+$119.2K2026-10-16
Cutler Investment Counsel LLC
INCREASED40,23838,696+1,542+4%$1.5M$1.7M+$149.3K2026-10-28
Guardian Financial Partners, LLC
INCREASED40,12036,861+3,259+9%$1.5M$1.7M+$217.2K2026-11-04
Bank of New York Mellon Corp
INCREASED39,58633,912+5,674+17%$1.3M$1.7M+$311.8K2026-11-05
Fifth Third Bancorp
INCREASED38,41137,493+918+2%$1.5M$1.6M+$120.5K2026-11-05
Whipplewood Advisors, LLC
INCREASED38,18936,668+1,521+4%$1.5M$1.6M+$144.0K2026-10-20
Wingate Wealth Advisors, Inc.
INCREASED36,10434,082+2,022+6%$1.4M$1.5M+$159.3K2026-10-26
Park Avenue Securities LLC
INCREASED33,56730,389+3,178+10%$1.2M$1.4K-$1.2M2026-10-26
21 West Wealth Management LLC
DECREASED32,64933,765-1,116-3%$1.3M$1.4M+$27.2K2026-10-13
Mission Wealth Management, LP
DECREASED32,40345,153-12,750-28%$1.8M$1.4M-$435.0K2026-10-15
Synergy Asset Management, LLC
DECREASED32,30034,633-2,333-7%$1.4M$1.4M-$21.8K2026-11-05
Focus Financial Network, Inc.
INCREASED31,88830,652+1,236+4%$1.2M$1.3M+$118.9K2026-10-14
IFP Advisors, Inc
DECREASED31,07331,233-160-1%$1.2M$1.3M+$61.7K2026-10-16
Cape Investment Advisory, Inc.
DECREASED30,22930,253-240%$1.2M$1.3M+$65.2K2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED30,15724,568+5,589+23%$974.9K$1.3M+$287.8K2026-10-14
Professional Financial Management, Inc.
INCREASED28,94714,582+14,365+99%$578.6K$1.2M+$633.4K2026-10-22
Bangor Savings Bank
INCREASED28,77228,272+500+2%$1.1M$1.2M+$82.9K2026-10-06
McGrath & Associates, Inc.
DECREASED28,12233,615-5,493-16%$1.3M$1.2M-$156.4K2026-10-27
Creekside Partners
DECREASED28,11229,479-1,367-5%$1.2M$1.2M+$7.3K2026-11-04
Whalen Wealth Management Inc.
NEW27,843—+27,843——$1.2M—2026-10-08
Forza Wealth Management, LLC
UNCHANGED27,71427,71400%$1.1M$1.2M+$60.7K2026-10-20
Arista Wealth Management, LLC
DECREASED27,36029,258-1,898-6%$1.2M$1.1M-$15.4K2026-10-29
Farther Finance Advisors, LLC
DECREASED27,35727,934-577-2%$1.1M$1.1M+$38.0K2026-10-08
LongView Wealth Management
INCREASED26,94221,727+5,215+24%$862.1K$1.1M+$266.0K2026-10-19
Diversify Wealth Management, LLC
DECREASED25,93926,894-955-4%$1.1M$1.1M+$15.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED25,93926,894-955-4%$1.1M$1.1M+$15.7K2026-10-20
Fragasso Financial Advisors Inc
UNCHANGED25,91125,91100%$1.0M$1.1M+$80.6K2026-10-13
Citigroup Inc
INCREASED25,7442,449+23,295+951%$97.2K$1.1M+$980.7K2026-11-04
Beacon Bank & Trust
NEW25,351—+25,351——$1.1M—2026-10-27
Lido Advisors, LLC
INCREASED25,05318,772+6,281+33%$744.9K$1.0M+$304.1K2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED24,90523,028+1,877+8%$913.8K$1.0M+$129.2K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED24,6538,381+16,272+194%$332.6K$1.0M+$699.7K2026-10-16
Brighton Jones LLC
INCREASED23,35922,439+920+4%$890.4K$978.0K+$87.7K2026-11-03
Firestone Capital Management
INCREASED23,16622,548+618+3%$894.7K$969.9K+$75.3K2026-11-03
Aprio Wealth Management, LLC
INCREASED22,8306,086+16,744+275%$241.5K$955.9K+$714.4K2026-10-28
Kaizen Financial Strategies
DECREASED22,36028,342-5,982-21%$1.1M$936.2K-$180.5K2026-10-09
Wedmont Private Capital
UNCHANGED22,14722,14700%$897.6K$936.6K+$39.0K2026-10-09
Certified Advisory Corp
INCREASED22,10820,951+1,157+6%$831.3K$925.7K+$94.3K2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED20,08317,690+2,393+14%$702.0K$840.9K+$138.9K2026-10-09
Foster Group, Inc.
UNCHANGED20,06020,06000%$796.0K$839.9K+$43.9K2026-10-13
Clarity Capital Advisors, LLC
UNCHANGED18,01718,01700%$714.9K$754.4K+$39.5K2026-10-27
Embree Financial Group
DECREASED17,38128,169-10,788-38%$1.1M$727.7K-$390.0K2026-10-22
Index Fund Advisors, Inc.
DECREASED17,19118,240-1,049-6%$723.8K$719.8K-$4.0K2026-11-05
Trilogy Capital Inc.
INCREASED17,09716,289+808+5%$646.4K$715.9K+$69.5K2026-10-20
Kestra Advisory Services, LLC
INCREASED17,04915,870+1,179+7%$629.7K$713.9K+$84.1K2026-11-02
Riverchase Wealth Management, LLC
UNCHANGED17,04117,04100%$676.2K$713.5K+$37.3K2026-10-28
CGC Financial Services, LLC
INCREASED16,72915,366+1,363+9%$609.7K$700.4K+$90.7K2026-10-13
Gibson Capital, LLC
DECREASED16,66817,353-685-4%$688.6K$697.9K+$9.3K2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED15,75416,723-969-6%$663.6K$659.6K-$3.9K2026-11-02
Bond & Devick Financial Network, Inc.
UNCHANGED15,08015,08000%$598.4K$631.4K+$33.0K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED14,16514,16500%$562.1K$562.1K$02026-10-13
Root Financial Partners, LLC
INCREASED13,69013,076+614+5%$518.9K$573.2K+$54.4K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED13,61313,568+45+0%$538.4K$570.0K+$31.6K2026-10-23
SteelPeak Wealth, LLC
INCREASED13,60513,257+348+3%$526.0K$569.7K+$43.6K2026-10-16
Visionary Wealth Advisors
INCREASED13,5378,368+5,169+62%$332.1K$566.8K+$234.7K2026-11-04
Balentine LLC
UNCHANGED13,53013,53000%$536.9K$566.5K+$29.6K2026-11-03
Essential Partners LLC
INCREASED13,0823,798+9,284+244%$150.7K$547.7K+$397.0K2026-10-14
Abel Hall, LLC
DECREASED13,02513,590-565-4%$539.2K$545.3K+$6.1K2026-10-19
CWA Asset Management Group, LLC
INCREASED12,3806,701+5,679+85%$265.9K$518.4K+$252.5K2026-10-19
Saxon Interests, Inc.
DECREASED11,99013,595-1,605-12%$539.4K$502.0K-$37.4K2026-10-26
Davenport & Co LLC
INCREASED11,81811,152+666+6%$442.5K$494.8K+$52.3K2026-10-14
HUB Investment Partners, LLC
INCREASED11,7499,817+1,932+20%$389.5K$491.9K+$102.4K2026-11-03
Tempus Wealth Planning, LLC
DECREASED10,35816,594-6,236-38%$658.5K$433.7K-$224.8K2026-10-14
Argos Wealth Advisors, LLC
DECREASED10,32013,293-2,973-22%$527.5K$432.1K-$95.4K2026-11-02
Davidson Kahn Capital Management, LLC
DECREASED10,26212,201-1,939-16%$484.2K$429.7K-$54.5K2026-10-26
CoreCap Advisors, LLC
INCREASED9,9823,331+6,651+200%$132.2K$418.0K+$285.8K2026-10-08
BetterWealth, LLC
DECREASED9,84711,261-1,414-13%$446.8K$412.3K-$34.6K2026-10-15
Crew Capital Management, Ltd
NEW9,550—+9,550——$399.9K—2026-10-28
Strata Wealth Advisors, LLC
UNCHANGED9,5089,50800%$377.3K$398.1K+$20.8K2026-10-16
Larson Financial Group LLC
INCREASED9,4383,108+6,330+204%$123.3K$395.2K+$271.8K2026-11-05
BXM Wealth LLC
INCREASED9,2778,881+396+4%$352.4K$388.4K+$36.0K2026-11-03
Waterfront Wealth Inc.
INCREASED9,2409,200+40+0%$372.9K$392.1K+$19.2K2026-11-03
IVC Wealth Advisors LLC
INCREASED9,2119,150+61+1%$363.1K$385.7K+$22.6K2026-10-23
Facet Wealth, Inc.
INCREASED9,1847,047+2,137+30%$279.6K$384.5K+$104.9K2026-11-04
Integrity Alliance, Llc.
INCREASED8,7598,223+536+7%$326.3K$366.8K+$40.5K2026-10-29
Parsons Capital Management Inc
DECREASED8,6919,041-350-4%$358.7K$363.9K+$5.1K2026-10-28
Brookstone Capital Management
INCREASED8,6036,372+2,231+35%$252.9K$360.2K+$107.3K2026-10-22
Truist Financial Corp
INCREASED8,5877,990+597+7%$317.0K$359.5K+$42.5K2026-10-30
AdvisorNet Financial, Inc
UNCHANGED8,2598,25900%$327.7K$352.8K+$25.1K2026-10-15
Redw Wealth LLC
UNCHANGED8,2518,25100%$327.4K$345.5K+$18.1K2026-11-02
First County Bank
UNCHANGED8,0608,06000%$319.8K$337.5K+$17.7K2026-10-13
Golden Bell Financial Planning LLC
UNCHANGED8,0398,03900%$319.0K$336.6K+$17.6K2026-11-02
Naples Global Advisors, LLC
UNCHANGED7,9837,98300%$316.8K$334.2K+$17.5K2026-11-05
Appleton Partners Inc
DECREASED7,9028,980-1,078-12%$356.0K$331-$355.7K2026-10-30
Equitable Trust Co
DECREASED7,7458,337-592-7%$330.8K$324.3K-$6.5K2026-10-13
New England Private Wealth Advisors LLC
UNCHANGED7,4837,48300%$303.1K$313.3K+$10.3K2026-10-19
Apella Capital, LLC
NEW7,478—+7,478——$317.6K—2026-10-08
D'Orazio & Associates, Inc.
UNCHANGED7,4317,43100%$294.9K$311.1K+$16.3K2026-11-04
Financial Synergies Wealth Advisors, Inc.
DECREASED7,0877,202-115-2%$285.8K$296.7K+$11.0K2026-10-16
Chicago Partners Investment Group LLC
INCREASED7,0146,087+927+15%$247.2K$292.5K+$45.2K2026-10-27
Capital Investment Advisors, LLC
INCREASED6,8576,265+592+9%$248.6K$287.1K+$38.5K2026-10-22
Symphony Financial, Ltd. Co.
INCREASED6,6476,252+395+6%$248.0K$278.3K+$30.3K2026-10-22
Ballast Financial Advisors LLC
DECREASED6,5527,150-598-8%$283.7K$274.3K-$9.4K2026-10-26
Kings Path Partners LLC
INCREASED6,5206,464+56+1%$256.5K$273.0K+$16.5K2026-10-21
Verum Partners LLC
DECREASED6,4326,552-120-2%$260.0K$269.3K+$9.3K2026-10-21
Crescent Grove Advisors, LLC
UNCHANGED6,2456,24500%$247.8K$261.5K+$13.7K2026-10-21
Quadrant Capital Group LLC
DECREASED6,24111,392-5,151-45%$452.1K$268.5K-$183.6K2026-10-20
Abner Herrman & Brock LLC
NEW6,184—+6,184——$259—2026-10-20
Price Financial Group Wealth Management, Inc
DECREASED6,1646,173-90%$243.7K$264.9K+$21.2K2026-11-02
Bedminster, LLC
UNCHANGED6,1556,15500%$244.2K$257.7K+$13.5K2026-11-04
Lodestar Private Asset Management LLC
DECREASED6,0516,071-200%$240.9K$253.4K+$12.5K2026-10-26
Oarsman Capital, Inc.
DECREASED5,7956,185-390-6%$245.4K$242.6K-$2.8K2026-11-05
Directional Asset Management
UNCHANGED5,7735,77300%$229.1K$241.7K+$12.6K2026-10-22
Level Wealth Management LLC
NEW5,748—+5,748——$240.7K—2026-10-23
Intelligence Driven Advisers, LLC
UNCHANGED5,7395,73900%$227.7K$240.3K+$12.6K2026-10-09
Burton Enright Welch
NEW5,729—+5,729——$239.9K—2026-11-04
Cedar Point Capital Partners, LLC
INCREASED5,5565,332+224+4%$211.6K$232.6K+$21.1K2026-10-29
Parallel Advisors, LLC
DECREASED5,5167,446-1,930-26%$295.5K$231.0K-$64.5K2026-11-03
Modera Wealth Management, LLC
NEW5,296—+5,296——$221.7K—2026-10-28
Quadcap Wealth Management, LLC
NEW5,253—+5,253——$219.9K—2026-11-02
Garde Capital, Inc.
NEW5,166—+5,166——$216.3K—2026-10-29
Independent Financial Group, LLC
DECREASED5,0447,153-2,109-29%$283.8K$211.2K-$72.6K2026-10-13
RS Crum Inc.
NEW5,000—+5,000——$209.4K—2026-10-19
Mosley Wealth Management
INCREASED4,5271,341+3,186+238%$53.2K$193.2K+$140.0K2026-10-16
NorthAvenue LLC
DECREASED4,1234,405-282-6%$174.8K$172.6K-$2.2K2026-10-29
Central Trust Co
INCREASED3,73024+3,706+15442%$953$156.2K+$155.2K2026-11-05
Owl Creek Wealth Partners LLC
DECREASED3,3933,683-290-8%$146.2K$142.1K-$4.1K2026-10-20
Signaturefd, LLC
UNCHANGED3,2733,27300%$129.9K$137.0K+$7.2K2026-10-23
Abound Wealth Management
UNCHANGED3,1803,18000%$126.2K$133.2K+$7.0K2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED3,1083,10800%$123.3K$130.1K+$6.8K2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED3,0133,01300%$119.6K$126.2K+$6.6K2026-10-07
Blue Trust, Inc.
INCREASED2,971500+2,471+494%$19.8K$124.4K+$104.6K2026-10-15
Activest Wealth Management
UNCHANGED2,8552,85500%$113.3K$119.5K+$6.3K2026-10-15
Angeles Wealth Management, LLC
UNCHANGED2,8002,80000%$111.1K$117.2K+$6.1K2026-10-26
Mather Group, Llc.
INCREASED2,7241,823+901+49%$72.3K$114.0K+$41.7K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,68726,016-23,329-90%$1.0M$112.5K-$919.8K2026-10-14
Maseco LLP
UNCHANGED2,5272,52700%$100.3K$105.8K+$5.5K2026-10-27
Ashton Thomas Securities, LLC
DECREASED2,4942,803-309-11%$111.3K$104.4K-$6.8K2026-10-26
Ascentis Independent Advisors
NEW2,482—+2,482——$103.9K—2026-11-03
Three Bridge Wealth Advisors, LLC
NEW2,415—+2,415——$101.1K—2026-11-05
Breakwater Investment Management
UNCHANGED2,2362,23600%$88.7K$93.6K+$4.9K2026-10-20
Versant Capital Management, Inc
UNCHANGED2,1862,18600%$86.7K$91.5K+$4.8K2026-10-02
Hazlett, Burt & Watson, Inc.
INCREASED2,1831,759+424+24%$3.1K$90-$3.0K2026-11-04
Townsend Asset Management Corp
UNCHANGED2,0762,07600%$82.4K$86.9K+$4.5K2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED1,6531,65300%$65.6K$69.2K+$3.6K2026-11-02
Rossby Financial, LCC
INCREASED1,6141,093+521+48%$43.4K$67.6K+$24.2K2026-11-05
Fairway Wealth LLC
UNCHANGED1,5921,59200%$63.2K$66.7K+$3.5K2026-10-30
Morling Financial Advisors, LLC
NEW1,492—+1,492——$62.5K—2026-10-28
Barnes Dennig Private Wealth Management LLC
UNCHANGED1,4371,43700%$57.0K$60.1K+$3.1K2026-10-30
Hoey Investments, Inc
UNCHANGED1,4221,42200%$56.4K$59.5K+$3.1K2026-10-29
Pension & Wealth Management Advisors, Inc.
DECREASED1,4131,443-30-2%$57.3K$59.2K+$1.9K2026-10-16
First Bancorp, Inc
UNCHANGED1,2901,29000%$51.2K$54.0K+$2.8K2026-10-26
Lanark Financial, Inc.
INCREASED1,2091,190+19+2%$47.2K$50.6K+$3.4K2026-10-26
PFS Partners, LLC
UNCHANGED1,1171,11700%$44.3K$46.8K+$2.4K2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED1,1001,10000%$43.6K$46.1K+$2.4K2026-10-13
SYM Financial Corp
UNCHANGED1,0661,06600%$42.3K$44.6K+$2.3K2026-10-26
Align Financial, LLC
NEW1,061—+1,061——$44.4K—2026-10-16
Burk Holdings LLC
DECREASED9841,073-89-8%$42.6K$41.2K-$1.4K2026-11-05
Eukles Asset Management
NEW925—+925——$38.7K—2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED83583500%$33.1K$35.0K+$1.8K2026-11-03
Pflug Koory, LLC
UNCHANGED79979900%$31.7K$33.5K+$1.8K2026-10-26
Valley National Advisers Inc
UNCHANGED71071000%$28.2K$29.7K+$1.6K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED67867800%$26.9K$28.4K+$1.5K2026-10-23
Provenance Wealth Advisors, LLC
NEW641—+641——$26.8K—2026-10-30
Spire Wealth Management
UNCHANGED62762700%$24.9K$26.2K+$1.4K2026-10-30
McCarley & Cook Financial Planners
UNCHANGED61861800%$24.5K$25.9K+$1.4K2026-10-21
Bfsg, LLC
UNCHANGED61761700%$24.5K$25.8K+$1.4K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED599529+70+13%$21.0K$25.1K+$4.1K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED54854800%$21.7K$22.9K+$1.2K2026-10-23
Next Level Wealth Planning, LLC
NEW515—+515——$21.6K—2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED47647600%$18.9K$19.9K+$1.0K2026-10-20
SJS Investment Consulting Inc.
UNCHANGED45845800%$18.2K$19.2K+$1.0K2026-10-26
Moisand Fitzgerald Tamayo, LLC
NEW405—+405——$17.0K—2026-10-15
Key FInancial Inc
UNCHANGED39739700%$15.8K$16.6K+$8692026-11-02
MidAtlantic Capital Management, Inc.
NEW388—+388——$16.2K—2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED37937900%$15.0K$15.9K+$8302026-11-04
Signature Resources Capital Management, LLC
UNCHANGED36236200%$14.4K$15.2K+$7932026-10-16
CX Institutional
UNCHANGED34834800%$14$15+$12026-10-02
Triumph Capital Management
DECREASED336346-10-3%$13.7K$14.1K+$3572026-10-14
Security National Bank
NEW329—+329——$13.8K—2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED31631600%$12.5K$13.2K+$6922026-10-15
Decker Retirement Planning Inc.
UNCHANGED30530500%$12.1K$12.8K+$6672026-10-19
Salomon & Ludwin, LLC
UNCHANGED29729700%$11.7K$12.4K+$7332026-10-29
Compass Financial Management LLC
DECREASED275356-81-23%$14.1K$11.5K-$2.6K2026-10-30
Archer Investment Corp
UNCHANGED26626600%$10.5K$11.1K+$5822026-11-05
Kingdom Financial Group Llc.
INCREASED253229+24+10%$9.1K$10.6K+$1.5K2026-11-04
First Command Advisory Services, Inc.
DECREASED252308-56-18%$12.2K$10.6K-$1.7K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED25125100%$10.0K$10.5K+$5492026-10-15
Private Trust Co NA
UNCHANGED25025000%$9.9K$10.5K+$5482026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED248251-3-1%$10.0K$10.4K+$4242026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED24324300%$9.6K$10.2K+$5322026-10-27
Rydar Equities, Inc.
NEW237—+237——$10.1K—2026-10-13
Kroeger Financial Partners
NEW233—+233——$9.8K—2026-10-19
Creative Capital Management Investments LLC
UNCHANGED23223200%$9.2K$9.7K+$5082026-10-28
Maryland Capital Advisors Inc.
UNCHANGED23123100%$9.2K$9.7K+$5052026-10-15
Noble Wealth Management PBC
INCREASED221175+46+26%$6.9K$9.3K+$2.3K2026-10-01
Register Financial Advisors LLC
NEW203—+203——$8.5K—2026-10-23
First Pacific Financial
UNCHANGED19219200%$7.6K$8.0K+$4212026-10-14
Bayban
UNCHANGED18518500%$7.3K$7.3K$02026-11-05
West Branch Capital LLC
UNCHANGED18518500%$7.3K$7.7K+$4052026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED17317300%$6.9K$7.2K+$3792026-10-26
Golden State Wealth Management, LLC
INCREASED154113+41+36%$4.5K$6.4K+$2.0K2026-11-02
Downshift Financial, LLC
UNCHANGED15115100%$6.0K$6.3K+$3302026-10-13
Retirement Wealth Solutions LLC
UNCHANGED15015000%$6.0K$6.3K+$3292026-10-07
Parkside Financial Bank & Trust
UNCHANGED13913900%$5.5K$5.8K+$3042026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED13413400%$5.3K$5.6K+$2932026-10-16
Main Street Group, LTD
UNCHANGED13013000%$5.2K$5.4K+$2852026-10-28
Godsey & Gibb, Inc
DECREASED111461-350-76%$18.3K$4.6K-$13.6K2026-10-14
Avion Wealth
UNCHANGED10010000%$3$4+$12026-11-04
RHL Group, LLC
UNCHANGED959500%$3.8K$4.0K+$1782026-11-04
Silver Grove Financial Group, Inc.
NEW86—+86——$3.6K—2026-11-05
Financial Management Professionals, Inc.
UNCHANGED848400%$3.3K$3.5K+$1842026-10-23
Trust Co of Vermont
UNCHANGED818100%$3.2K$3.4K+$1772026-10-21
Latitude Advisors, LLC
NEW79—+79——$3.3K—2026-10-27
Key Capital Management, Inc
NEW78—+78——$3.3K—2026-11-03
Aspect Partners, LLC
UNCHANGED747400%$2.9K$3.1K+$1622026-10-20
Grove Bank & Trust
NEW69—+69——$2.9K—2026-10-08
Valued Wealth Advisors LLC
UNCHANGED666600%$2.6K$2.8K+$1452026-11-05
Nova Financial LLC
NEW52—+52——$2.2K—2026-11-04
Montag A & Associates Inc
NEW50—+50——$2.1K—2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED505000%$2.0K$2.1K+$1102026-10-16
Advocate Investing Services LLC
UNCHANGED494900%$1.9K$2.1K+$1082026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED474700%$1.9K$2.0K+$1032026-10-13
Buck Wealth Strategies, LLC
NEW46—+46——$1.9K—2026-10-28
Allspring Global Investments Holdings, LLC
NEW28—+28——$1.2K—2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED272+25+1250%$79$1.1K+$1.1K2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED242400%$952$1.0K+$532026-11-03
William Mack & Associates, Inc.
NEW22—+22——$922—2026-10-27
Central Pacific Bank - Trust Division
INCREASED203+17+567%$119$837+$7182026-10-06
Community Financial Services Group, LLC
NEW19—+19——$792—2026-10-15
Armstrong Advisory Group, Inc
NEW18—+18——$754—2026-10-09
Gen-Wealth Partners Inc
NEW14—+14——$603—2026-11-04
Ascentis Wealth Management, LLC
NEW12—+12——$502—2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED101000%$399$421+$222026-10-29
World Equity Group, Inc.
CLOSED05,599-5,599-100%$222.6K$0-$222.6K2026-10-14
MCF Advisors LLC
CLOSED03,713-3,713-100%$147.3K$0-$147.3K2026-10-28
Brooklyn FI, LLC
CLOSED02,631-2,631-100%$107.8K$0-$107.8K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED02,172-2,172-100%$86.2K$0-$86.2K2026-11-04
Gill Capital Partners, LLC
CLOSED01,238-1,238-100%$49.1K$0-$49.1K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED01,170-1,170-100%$46.4K$0-$46.4K2026-10-29
CrossGen Wealth, LLC
CLOSED0607-607-100%$24.1K$0-$24.1K2026-10-30
Tucker Asset Management LLC
CLOSED0501-501-100%$19.9K$0-$19.9K2026-10-29
Trifecta Capital Advisors, LLC
CLOSED0475-475-100%$18.8K$0-$18.8K2026-10-21
Robinswood Financial LLC
CLOSED0201-201-100%$8.0K$0-$8.0K2026-10-20
International Assets Investment Management, LLC
CLOSED0196-196-100%$7.7K$0-$7.7K2026-11-02
LifeSteps Financial, Inc.
CLOSED0101-101-100%$4.0K$0-$4.0K2026-10-15
Salem Investment Counselors Inc
CLOSED072-72-100%$2.9K$0-$2.9K2026-10-13
Solstein Capital, LLC
CLOSED049-49-100%$1.9K$0-$1.9K2026-11-02
Raleigh Capital Management Inc.
UNCHANGED000—$19$20+$12026-10-28
Charles Schwab Investment Management Inc
N/A—124,010,383-124,010,383-100%$4.9B———
FMR LLC
N/A—14,722,704-14,722,704-100%$584.2M———
Morgan Stanley
N/A—4,036,172-4,036,172-100%$160.2M———
Bank of America Corp
N/A—2,922,545-2,922,545-100%$116.0M———
Victory Capital Management Inc
N/A—2,226,548-2,226,548-100%$88.3M———
Bogart Wealth, LLC
N/A—1,885,735-1,885,735-100%$74.8M———
Envestnet Asset Management Inc
N/A—1,397,794-1,397,794-100%$55.5M———
Foster & Motley Inc
N/A—1,235,419-1,235,419-100%$49.0M———
Wells Fargo & Company
N/A—1,130,210-1,130,210-100%$44.8M———
Osaic Holdings, Inc.
N/A—1,074,017-1,074,017-100%$42.6M———
Northwestern Mutual Wealth Management Co
N/A—1,033,833-1,033,833-100%$41.0M———
Raymond James Financial Inc
N/A—970,820-970,820-100%$38.5M———
LPL Financial LLC
N/A—824,767-824,767-100%$32.7M———
Morningstar Investment Management LLC
N/A—723,788-723,788-100%$27.7M———
UBS Group AG
N/A—667,904-667,904-100%$26.5M———
Seven Springs Wealth Group, LLC
N/A—601,701-601,701-100%$23.9M———
Savant Capital, LLC
N/A—585,581-585,581-100%$23.5M———
Kelman-Lazarov, Inc.
N/A—569,914-569,914-100%$22.6M———
Elgethun Capital Management
N/A—556,068-556,068-100%$22.1M———
HighTower Advisors, LLC
N/A—540,639-540,639-100%$21.5M———
CVA Family Office, LLC
N/A—529,141-529,141-100%$21.0M———
Bleakley Financial Group, LLC
N/A—490,739-490,739-100%$19.5M———
Principal Securities, Inc.
N/A—490,430-490,430-100%$19.5M———
HHM Wealth Advisors, LLC
N/A—480,918-480,918-100%$19.1M———
Stifel Financial Corp
N/A—428,941-428,941-100%$17.0M———
Tandem Financial, LLC
N/A—354,450-354,450-100%$14.1M———
Goldman Sachs Group Inc
N/A—346,249-346,249-100%$13.7M———
Cetera Investment Advisers
N/A—329,890-329,890-100%$13.1M———
Balanced Wealth Group LLC
N/A—314,528-314,528-100%$12.5M———
Summit Financial, LLC
N/A—261,976-261,976-100%$10.4M———
Mariner, LLC
N/A—250,689-250,689-100%$9.9M———
IFG Advisory, LLC
N/A—249,733-249,733-100%$9.9M———
Royal Bank of Canada
N/A—220,274-220,274-100%$8.7M———
January Capital Advisors LLC
N/A—212,219-212,219-100%$8.4M———
MAI Capital Management
N/A—206,859-206,859-100%$8.2M———
Pinnacle Wealth Management, LLC
N/A—184,032-184,032-100%$7.3M———
Perspective Wealth Advisors LLC
N/A—181,003-181,003-100%$7.2M———
EP Wealth Advisors, LLC
N/A—177,378-177,378-100%$7.0M———
Access Financial Services, Inc.
N/A—171,753-171,753-100%$6.8M———
Silver Coast Investments LLC
N/A—156,502-156,502-100%$6.2M———
Sanctuary Advisors, LLC
N/A—154,856-154,856-100%$6.1M———
JPMorgan Chase & Co
N/A—150,169-150,169-100%$5.9M———
Jones Financial Companies Lllp
N/A—146,509-146,509-100%$5.8M———
MorganRosel Wealth Management, LLC
N/A—142,619-142,619-100%$5.7M———
Cheviot Value Management, LLC
N/A—129,249-129,249-100%$5.1M———
Integrated Wealth Concepts LLC
N/A—128,998-128,998-100%$5.1M———
Cerity Partners LLC
N/A—124,646-124,646-100%$5.0M———
Orion Porfolio Solutions, LLC
N/A—115,532-115,532-100%$4.6M———
MML Investors Services, LLC
N/A—114,186-114,186-100%$4.5M———
Silver OAK Securities, Incorporated
N/A—111,700-111,700-100%$4.4M———
AQR Capital Management LLC
N/A—109,324-109,324-100%$4.3M———
Baird Financial Group, Inc.
N/A—108,805-108,805-100%$4.3M———
Quantum Portfolio Management LLC
N/A—108,584-108,584-100%$4.3M———
Focus Partners Wealth
N/A—106,261-106,261-100%$4.2M———
Susquehanna International Group, LLP
N/A—105,493-105,493-100%$4.2M———
Leavell Investment Management, Inc.
N/A—104,007-104,007-100%$4.1M———
Pinnacle Financial Partners, Inc.
N/A—101,836-101,836-100%$4.0M———
Veridan Wealth LLC
N/A—100,988-100,988-100%$4.0M———
Waverly Advisors, LLC
N/A—100,710-100,710-100%$4.0M———
Performance Wealth Partners, LLC
N/A—100,191-100,191-100%$4.0M———
Janney Montgomery Scott LLC
N/A—93,517-93,517-100%$3.7M———
Quantinno Capital Management LP
N/A—85,946-85,946-100%$3.4M———
Mercer Global Advisors Inc
N/A—83,754-83,754-100%$3.3M———
CIBC Bancorp USA Inc.
N/A—83,617-83,617-100%$3.3M———
Johnson Investment Counsel Inc
N/A—82,579-82,579-100%$3.3M———
Main Street Financial Solutions, LLC
N/A—77,355-77,355-100%$3.1M———
Clark Capital Management Group, Inc.
N/A—73,146-73,146-100%$2.9M———
Advisory Services Network, LLC
N/A—72,819-72,819-100%$2.9M———
Klingenstein Fields & Co LP
N/A—72,107-72,107-100%$2.9M———
Beacon Pointe Advisors, LLC
N/A—68,339-68,339-100%$2.7M———
Index Technologies Group LLC
N/A—60,566-60,566-100%$2.4M———
EQ Wealth Advisors, LLC
N/A—55,141-55,141-100%$2.2M———
Cahill Financial Advisors Inc
N/A—52,940-52,940-100%$2.1M———
Brio Consultants, LLC
N/A—52,275-52,275-100%$2.1M———
Drive Wealth Management, LLC
N/A—50,762-50,762-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—49,516-49,516-100%$2.0M———
Harbor Advisory Corp
N/A—48,443-48,443-100%$1.9M———
Betterment LLC
N/A—45,849-45,849-100%$1.8M———
National Bank of Canada
N/A—44,424-44,424-100%$1.8M———
Modern Wealth Management, LLC
N/A—42,982-42,982-100%$1.7M———
BlackRock, Inc.
N/A—42,935-42,935-100%$1.7M———
Brown Brothers Harriman & Co
N/A—42,339-42,339-100%$1.7M———
RED Reef Advisors LLC
N/A—40,344-40,344-100%$1.6M———
Merit Financial Group, LLC
N/A—36,251-36,251-100%$1.4M———
Wealthfront Advisers LLC
N/A—35,709-35,709-100%$1.4M———
Qube Research & Technologies Ltd
N/A—34,493-34,493-100%$1.4M———
Private Advisor Group, LLC
N/A—34,468-34,468-100%$1.4M———
Caprock Group, LLC
N/A—32,051-32,051-100%$1.3M———
SCS Capital Management LLC
N/A—31,886-31,886-100%$1.3M———
Goldstone Financial Group, LLC
N/A—30,709-30,709-100%$1.2M———
Trivium Point Advisory, LLC
N/A—29,428-29,428-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—27,411-27,411-100%$1.1M———
Madison Wealth Partners, Inc
N/A—26,860-26,860-100%$1.1M———
MRP Capital Investments, LLC
N/A—26,343-26,343-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—26,331-26,331-100%$1.0M———
Westmount Partners, LLC
N/A—25,957-25,957-100%$1.0M———
IEQ Capital, LLC
N/A—23,687-23,687-100%$939.9K———
QRG Capital Management, Inc.
N/A—23,682-23,682-100%$939.7K———
Shared Vision Wealth Group LLC
N/A—23,245-23,245-100%$922.4K———
Magnolia Private Wealth, LLC
N/A—21,905-21,905-100%$869.2K———
NewEdge Advisors, LLC
N/A—21,880-21,880-100%$868.2K———
Brand Asset Management Group, Inc.
N/A—20,801-20,801-100%$825.4K———
Traub Capital Management LLC
N/A—18,082-18,082-100%$717.5K———
Ethos Financial Group, LLC
N/A—17,472-17,472-100%$701.9K———
Clarion Wealth Managment Partners, LLC
N/A—16,530-16,530-100%$655.9K———
Captrust Financial Advisors
N/A—15,767-15,767-100%$625.6K———
Sankala Group LLC
N/A—15,677-15,677-100%$642.5K———
MOR Wealth Management, LLC
N/A—15,523-15,523-100%$615.9K———
Savvy Advisors, Inc.
N/A—15,412-15,412-100%$611.5K———
Tumwater Wealth Management, LLC
N/A—15,233-15,233-100%$604.4K———
Caerus Investment Advisors, LLC
N/A—14,717-14,717-100%$584.0K———
Bank of Montreal
N/A—14,633-14,633-100%$580.6K———
Focus Partners Advisor Solutions, LLC
N/A—14,495-14,495-100%$575.2K———
Equitable Holdings, Inc.
N/A—14,326-14,326-100%$568.4K———
Global Retirement Partners, LLC
N/A—13,096-13,096-100%$519.6K———
Range Advisory, LLC
N/A—12,961-12,961-100%$514.3K———
Allworth Financial LP
N/A—12,879-12,879-100%$511.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,687-12,687-100%$503.4K———
OneDigital Investment Advisors LLC
N/A—12,428-12,428-100%$493.2K———
Millstone Evans Group, LLC
N/A—12,263-12,263-100%$486.6K———
Advyzon Investment Management, LLC
N/A—12,051-12,051-100%$478.2K———
Western Wealth Management, LLC
N/A—12,023-12,023-100%$477.1K———
World Investment Advisors
N/A—11,540-11,540-100%$442.2K———
SouthState Bank Corp
N/A—11,349-11,349-100%$450.3K———
Gallagher Fiduciary Advisors, LLC
N/A—11,058-11,058-100%$438.8K———
Aspiring Ventures, LLC
N/A—10,940-10,940-100%$434.1K———
Warner Financial, Inc
N/A—10,451-10,451-100%$414.7K———
Colonial Trust Advisors
N/A—9,785-9,785-100%$388.3K———
Financial Engines Advisors L.L.C.
N/A—9,752-9,752-100%$387.0K———
O'shaughnessy Asset Management, LLC
N/A—9,604-9,604-100%$381.1K———
Nuveen, LLC
N/A—9,444-9,444-100%$374.7K———
&partners
N/A—9,311-9,311-100%$369.5K———
SageView Advisory Group, LLC
N/A—9,228-9,228-100%$366.2K———
Arax Advisory Partners
N/A—9,183-9,183-100%$364.4K———
Medallion Wealth Advisors, LLC
N/A—9,125-9,125-100%$363.1K———
Coastwise Capital Group, LLC
N/A—9,099-9,099-100%$361.0K———
Summit Trail Advisors, LLC
N/A—8,850-8,850-100%$351.2K———
Lbmc Investment Advisors, LLC
N/A—8,735-8,735-100%$346.6K———
Composition Wealth, LLC
N/A—8,422-8,422-100%$334.2K———
Moneta Group Investment Advisors LLC
N/A—7,994-7,994-100%$317.2K———
Berger Financial Group, Inc
N/A—7,893-7,893-100%$313.2K———
Ameritas Advisory Services, LLC
N/A—7,447-7,447-100%$295.5K———
Aptus Capital Advisors, LLC
N/A—7,141-7,141-100%$283.4K———
Steward Partners Investment Advisory, LLC
N/A—6,766-6,766-100%$268.5K———
Independent Advisor Alliance
N/A—6,701-6,701-100%$265.9K———
Ameriprise Financial Inc
N/A—6,607-6,607-100%$262.2K———
SEI Investments Co
N/A—6,595-6,595-100%$261.7K———
Members Trust Co
N/A—6,351-6,351-100%$252.0K———
Great Valley Advisor Group, Inc.
N/A—5,944-5,944-100%$235.4K———
Vantus Wealth LLC
N/A—5,921-5,921-100%$234.9K———
Freestone Capital Holdings, LLC
N/A—5,815-5,815-100%$230.7K———
McCartney Wealth Management LLC
N/A—5,753-5,753-100%$228.3K———
Timmons Wealth Management, LLC
N/A—5,639-5,639-100%$223.8K———
Harbour Investments, Inc.
N/A—5,579-5,579-100%$221.4K———
Foundations Investment Advisors, LLC
N/A—5,571-5,571-100%$221.1K———
Vanguard Advisers Inc
N/A—5,556-5,556-100%$220.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—5,486-5,486-100%$217.0K———
AE Wealth Management LLC
N/A—5,138-5,138-100%$203.9K———
PNC Financial Services Group, Inc.
N/A—4,950-4,950-100%$196.4K———
Peak Retirement Planning, Inc.
N/A—4,799-4,799-100%$190.4K———
Frazier Financial Advisors, LLC
N/A—4,745-4,745-100%$188.3K———
Ancora Advisors LLCA
N/A—3,993-3,993-100%$158.5K———
Clearstead Advisors, LLC
N/A—3,619-3,619-100%$143.6K———
Nalls Sherbakoff Group, LLC
N/A—3,214-3,214-100%$127.5K———
SHP Wealth Management
N/A—2,978-2,978-100%$118.2K———
Franklin Resources Inc
N/A—2,800-2,800-100%$111.1K———
Morris Financial Concepts, Inc.
N/A—2,762-2,762-100%$109.6K———
SG Americas Securities, LLC
N/A—2,618-2,618-100%$104.0K———
VAN DEN Berg Management I, Inc
N/A—2,617-2,617-100%$103.8K———
WealthCollab, LLC
N/A—2,540-2,540-100%$100.8K———
Mpwm Advisory Solutions, LLC
N/A—2,455-2,455-100%$97.4K———
Fiduciary Financial Advisors
N/A—2,437-2,437-100%$96.7K———
Smithfield Trust Co
N/A—2,233-2,233-100%$88.0K———
UBS Asset Management Americas LLC
N/A—2,154-2,154-100%$85.5K———
Continuum Advisory, LLC
N/A—1,872-1,872-100%$74.3K———
Caitlin John, LLC
N/A—1,600-1,600-100%$63.5K———
Founders Financial Alliance, LLC
N/A—1,469-1,469-100%$58.3K———
Operose Advisors LLC
N/A—1,424-1,424-100%$56.5K———
PIN OAK Investment Advisors Inc
N/A—1,374-1,374-100%$55.0K———
Huntington National Bank
N/A—1,368-1,368-100%$54.3K———
Colonial Trust Co / SC
N/A—1,223-1,223-100%$48.5K———
Howe & Rusling Inc
N/A—1,185-1,185-100%$47.0K———
Glenmede Trust Co NA
N/A—1,083-1,083-100%$43.0K———
Vanguard National Trust Co
N/A—1,035-1,035-100%$41.1K———
Capital Analysts, LLC
N/A—1,031-1,031-100%$40———
Allied Private Wealth LLC
N/A—943-943-100%$37.6K———
FAS Wealth Partners, Inc.
N/A—931-931-100%$36.9K———
CapitalatWork S.A.
N/A—795-795-100%$32———
Russell Investments Group, Ltd.
N/A—771-771-100%$30.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—729-729-100%$28.7K———
Delta Asset Management LLC
N/A—692-692-100%$27.4K———
Geneos Wealth Management Inc.
N/A—673-673-100%$26.7K———
Ballast Advisors LLC
N/A—663-663-100%$26.3K———
Bartlett & Co. Wealth Management LLC
N/A—636-636-100%$25.2K———
Atomic Invest LLC
N/A—624-624-100%$24.7K———
Atlantic Union Bankshares Corp
N/A—448-448-100%$17.8K———
Cordant, Inc.
N/A—418-418-100%$16.6K———
HM Payson & Co
N/A—415-415-100%$16.5K———
Dunhill Financial, LLC
N/A—404-404-100%$16.0K———
Steigerwald, Gordon & Koch Inc.
N/A—400-400-100%$15.9K———
Federation des caisses Desjardins du Quebec
N/A—384-384-100%$15.2K———
Smartleaf Asset Management LLC
N/A—366-366-100%$14.5K———
Tiaa Wealth Investment Management LLC
N/A—314-314-100%$12.4K———
Mark Sheptoff Financial Planning, LLC
N/A—254-254-100%$10.1K———
Ameriflex Group, Inc.
N/A—253-253-100%$10.0K———
Glen Eagle Advisors, LLC
N/A—250-250-100%$9.9K———
BFC Planning, Inc.
N/A—243-243-100%$9.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—219-219-100%$8.7K———
Hantz Financial Services, Inc.
N/A—212-212-100%$8———
Bessemer Group Inc
N/A—199-199-100%$8———
Strategic Wealth Partners, Ltd.
N/A—189-189-100%$7.5K———
Rialto Wealth Management, LLC
N/A—162-162-100%$6.4K———
Greykasell Wealth Strategies, Inc.
N/A—135-135-100%$5.4K———
Topsail Wealth Management, LLC
N/A—128-128-100%$5.1K———
Integrity Financial Corp
N/A—118-118-100%$4.7K———
Cambient Family Office, LLC
N/A—92-92-100%$3.6K———
FWL Investment Management, LLC
N/A—83-83-100%$3.3K———
Transamerica Financial Advisors, LLC
N/A—81-81-100%$3.2K———
Prosperity Bancshares Inc
N/A—75-75-100%$3.0K———
Graney & King, LLC
N/A—74-74-100%$2.9K———
IAG Wealth Partners, LLC
N/A—43-43-100%$1.7K———
Mcguire Capital Advisors Inc
N/A—40-40-100%$1.6K———
Napier Financial, LLC
N/A—37-37-100%$1.5K———
Beaird Harris Wealth Management, LLC
N/A—33-33-100%$1.3K———
Community Bank, N.A.
N/A—23-23-100%$912———
GW&K Investment Management, LLC
N/A—8-8-100%$0———
Showing 543 of 543 institutions