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Schwab Fndmnt Intl SM EQ ETF (FNDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
GHP Investment Advisors, Inc.
INCREASED
Shares616,109 from 610,029
Change+6,080 (+1%)
Value$30.7M (+$1.1M)
Filed 2026-10-15
Prairiewood Capital, LLC
INCREASED
Shares326,625 from 310,432
Change+16,193 (+5%)
Value$16.3M (+$1.2M)
Filed 2026-10-16
High Probability Advisors, LLC
INCREASED
Shares318,564 from 306,034
Change+12,530 (+4%)
Value$15.9M (+$1.0M)
Filed 2026-10-19
Collective Family Office LLC
INCREASED
Shares254,481 from 252,308
Change+2,173 (+1%)
Value$12.7M (+$428.7K)
Filed 2026-10-05
Breakwater Capital Group
INCREASED
Shares196,307 from 190,984
Change+5,323 (+3%)
Value$9.8M (+$507.8K)
Filed 2026-10-09
Shore Point Advisors, LLC
INCREASED
Shares178,947 from 176,242
Change+2,705 (+2%)
Value$7.4M (+$311.1K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares174,715 from 162,668
Change+12,047 (+7%)
Value$8.7M (+$806.9K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares172,393 from 169,832
Change+2,561 (+2%)
Value$8.6M (+$343.3K)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
DECREASED
Shares149,804 from 195,984
Change-46,180 (-24%)
Value$7.5M (-$2.1M)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED
Shares132,997 from 113,133
Change+19,864 (+18%)
Value$6.6M (+$1.1M)
Filed 2026-10-30
Abbington Investment Group
DECREASED
Shares126,218 from 127,718
Change-1,500 (-1%)
Value$6.3M (+$87.5K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares125,650 from 122,489
Change+3,161 (+3%)
Value$6.3M (+$313.1K)
Filed 2026-10-13
Moller Wealth Partners
INCREASED
Shares117,346 from 112,018
Change+5,328 (+5%)
Value$5.8M (+$407.8K)
Filed 2026-10-15
RF&L Wealth Management, LLC
DECREASED
Shares104,747 from 105,517
Change-770 (-1%)
Value$5.2M (+$95.6K)
Filed 2026-10-20
Factor Wealth Management LTD
DECREASED
Shares98,308 from 104,181
Change-5,873 (-6%)
Value$4.9M (-$160.4K)
Filed 2026-10-08
Grove Street Fiduciary, LLC
DECREASED
Shares92,927 from 98,882
Change-5,955 (-6%)
Value$4.6M (-$171.2K)
Filed 2026-10-13
Wealth Forward, LLC
NEW
Shares91,808
Change+91,808
Value$4.6M
Filed 2026-10-14
BFI Wealth Solutions, LLC
INCREASED
Shares80,256 from 78,258
Change+1,998 (+3%)
Value$4.0M (+$199.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares71,039 from 64,596
Change+6,443 (+10%)
Value$3.5M (+$351.7K)
Filed 2026-10-13
Charles Schwab Trust Co
DECREASED
Shares67,205 from 228,891
Change-161,686 (-71%)
Value$3.3M (-$7.8M)
Filed 2026-10-15
Valued Wealth Advisors LLC
INCREASED
Shares65,969 from 51,623
Change+14,346 (+28%)
Value$3.3M (+$780.4K)
Filed 2026-11-05
BCS Wealth Management
INCREASED
Shares65,466 from 59,639
Change+5,827 (+10%)
Value$3.3M (+$366.1K)
Filed 2026-11-03
Cabot Wealth Management Inc
INCREASED
Shares65,153 from 63,063
Change+2,090 (+3%)
Value$3.2M (+$184.2K)
Filed 2026-11-05
Cutler Investment Counsel LLC
DECREASED
Shares64,380 from 66,204
Change-1,824 (-3%)
Value$3.2M (-$6.8K)
Filed 2026-10-28
HB Wealth Management, LLC
NEW
Shares53,811
Change+53,811
Value$2.7M
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares52,317 from 46,733
Change+5,584 (+12%)
Value$2.6M (+$337.6K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares49,400 from 52,874
Change-3,474 (-7%)
Value$2.5M (-$106.0K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
INCREASED
Shares48,536 from 47,531
Change+1,005 (+2%)
Value$2.4M (+$110.4K)
Filed 2026-11-02
Sterling Financial Planning, Inc.
DECREASED
Shares47,195 from 48,976
Change-1,781 (-4%)
Value$2.4M (-$26.5K)
Filed 2026-10-28
Waterfront Wealth Inc.
INCREASED
Shares46,650 from 44,459
Change+2,191 (+5%)
Value$2.3M (+$142.4K)
Filed 2026-11-03
McGrath & Associates, Inc.
DECREASED
Shares39,920 from 40,510
Change-590 (-1%)
Value$2.0M (+$22.1K)
Filed 2026-10-27
Shakespeare Wealth Management, LLC
INCREASED
Shares38,044 from 37,856
Change+188 (+1%)
Value$1.9M (+$57.4K)
Filed 2026-10-28
Northland Capital Management LLC
INCREASED
Shares36,002 from 35,078
Change+924 (+3%)
Value$1.8M (+$90.6K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares33,890 from 34,741
Change-851 (-2%)
Value$1.7M (+$1.7K)
Filed 2026-10-30
Hardin Capital Partners, LLC
INCREASED
Shares28,996 from 28,209
Change+787 (+3%)
Value$1.4M (+$75.6K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares27,029 from 24,289
Change+2,740 (+11%)
Value$1.3M (+$167.4K)
Filed 2026-10-08
Asset Dedication, LLC
DECREASED
Shares23,597 from 26,019
Change-2,422 (-9%)
Value$1.2M (-$87.6K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares22,312 from 7,197
Change+15,115 (+210%)
Value$1.1M (+$762.3K)
Filed 2026-10-27
Asset Allocation Strategies LLC
DECREASED
Shares22,132 from 33,574
Change-11,442 (-34%)
Value$1.1M (-$527.5K)
Filed 2026-10-20
Seed Wealth Management, Inc.
DECREASED
Shares19,523 from 29,947
Change-10,424 (-35%)
Value$972.8K (-$481.4K)
Filed 2026-10-20
Guardian Financial Partners, LLC
INCREASED
Shares19,001 from 17,497
Change+1,504 (+9%)
Value$946.8K (+$97.2K)
Filed 2026-11-04
Fortitude Family Office, LLC
DECREASED
Shares17,464 from 17,661
Change-197 (-1%)
Value$870.2K (+$12.6K)
Filed 2026-10-14
Ascent Group, LLC
UNCHANGED
Shares17,246 from 17,246
Change0 (0%)
Value$859.4K (+$21.9K)
Filed 2026-10-30
Bailard, Inc.
UNCHANGED
Shares16,270 from 16,270
Change0 (0%)
Value$810.7K (+$20.7K)
Filed 2026-10-13
Ballast Financial Advisors LLC
DECREASED
Shares16,156 from 18,551
Change-2,395 (-13%)
Value$805.1K (-$95.7K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares16,116 from 16,065
Change+51 (+0%)
Value$803.1K (+$22.9K)
Filed 2026-10-23
Porter White Investment Advisors, Inc.
INCREASED
Shares16,060 from 8,031
Change+8,029 (+100%)
Value$800.4K (+$410.4K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED
Shares15,465 from 15,465
Change0 (0%)
Value$770.6K (+$19.6K)
Filed 2026-11-02
True North Advisors, LLC
INCREASED
Shares15,301 from 14,665
Change+636 (+4%)
Value$762.4K (+$50.3K)
Filed 2026-10-22
Brooklyn FI, LLC
DECREASED
Shares11,855 from 12,168
Change-313 (-3%)
Value$591.1K (-$1.7K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
NEW
Shares11,696
Change+11,696
Value$582.8K
Filed 2026-10-14
Creekside Partners
UNCHANGED
Shares11,674 from 11,674
Change0 (0%)
Value$581.7K (+$14.8K)
Filed 2026-11-04
Upper Left Wealth Management, LLC
DECREASED
Shares11,511 from 11,668
Change-157 (-1%)
Value$573.6K (+$7.0K)
Filed 2026-10-14
RHS Financial, LLC
DECREASED
Shares10,507 from 10,544
Change-37 (0%)
Value$523.6K (+$11.5K)
Filed 2026-10-13
Golden Bell Financial Planning LLC
DECREASED
Shares10,207 from 10,792
Change-585 (-5%)
Value$508.6K (-$15.4K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares9,648 from 9,628
Change+20 (+0%)
Value$480.8K (+$13.2K)
Filed 2026-10-08
Altfest L J & Co Inc
UNCHANGED
Shares9,612 from 9,612
Change0 (0%)
Value$479.0K (+$12.2K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,522 from 9,277
Change+245 (+3%)
Value$475 (-$449.5K)
Filed 2026-11-02
Sensible Money, LLC
DECREASED
Shares9,079 from 11,096
Change-2,017 (-18%)
Value$452.4K (-$86.4K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares8,989 from 5,610
Change+3,379 (+60%)
Value$443.8K (+$169.7K)
Filed 2026-10-09
Yoder Wealth Management, Inc.
DECREASED
Shares8,930 from 9,350
Change-420 (-4%)
Value$443.4K (-$9.2K)
Filed 2026-10-13
Facet Wealth, Inc.
INCREASED
Shares8,724 from 4,965
Change+3,759 (+76%)
Value$434.7K (+$193.6K)
Filed 2026-11-04
West Wealth Group, LLC
INCREASED
Shares8,706 from 8,705
Change+1 (+0%)
Value$433.8K (+$11.1K)
Filed 2026-10-14
Apella Capital, LLC
NEW
Shares8,575
Change+8,575
Value$424.5K
Filed 2026-10-08
Lodestar Private Asset Management LLC
DECREASED
Shares8,205 from 8,302
Change-97 (-1%)
Value$408.9K (+$5.7K)
Filed 2026-10-26
Lauterbach Financial Advisors, LLC
DECREASED
Shares8,188 from 8,225
Change-37 (0%)
Value$408.0K (+$8.6K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares8,070 from 7,253
Change+817 (+11%)
Value$402.2K (+$49.9K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
DECREASED
Shares8,050 from 10,050
Change-2,000 (-20%)
Value$401.1K (-$86.9K)
Filed 2026-10-14
Clarity Capital Advisors, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$398.6K (+$10.2K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares7,901 from 12,625
Change-4,724 (-37%)
Value$393.7K (-$219.4K)
Filed 2026-11-04
Kings Path Partners LLC
INCREASED
Shares7,876 from 7,871
Change+5 (+0%)
Value$392.5K (+$10.2K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares7,827 from 8,495
Change-668 (-8%)
Value$390.0K (-$22.5K)
Filed 2026-10-16
Madrid Wealth Management, LLC
UNCHANGED
Shares7,215 from 7,215
Change0 (0%)
Value$359.5K (+$9.2K)
Filed 2026-10-23
Klingman & Associates, LLC
UNCHANGED
Shares6,684 from 6,684
Change0 (0%)
Value$333.1K (+$8.5K)
Filed 2026-10-20
Lakewood Asset Management LLC
DECREASED
Shares6,494 from 6,496
Change-2 (0%)
Value$323.6K (+$8.1K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares6,330 from 6,377
Change-47 (-1%)
Value$315.4K (+$5.8K)
Filed 2026-11-05
Davidson Kahn Capital Management, LLC
DECREASED
Shares5,923 from 7,143
Change-1,220 (-17%)
Value$295.2K (-$51.7K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares5,831 from 7,409
Change-1,578 (-21%)
Value$290.6K (-$69.2K)
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares5,804 from 5,804
Change0 (0%)
Value$281.8K ($0)
Filed 2026-10-06
BIP Wealth, LLC
NEW
Shares5,698
Change+5,698
Value$283.9K
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares5,650 from 5,864
Change-214 (-4%)
Value$281.5K (-$3.2K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
UNCHANGED
Shares5,433 from 5,433
Change0 (0%)
Value$268.7K (+$4.8K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares5,427 from 4,482
Change+945 (+21%)
Value$270.4K (+$52.8K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares5,268 from 5,740
Change-472 (-8%)
Value$262.5K (-$16.2K)
Filed 2026-10-14
Brucke Financial, Inc.
DECREASED
Shares5,057 from 5,107
Change-50 (-1%)
Value$252.0K (+$4.0K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
DECREASED
Shares4,924 from 5,440
Change-516 (-9%)
Value$245.4K (-$18.8K)
Filed 2026-10-23
Noesis Capital Mangement Corp
UNCHANGED
Shares4,908 from 4,908
Change0 (0%)
Value$244.6K (+$6.2K)
Filed 2026-10-26
Park Avenue Securities LLC
NEW
Shares4,650
Change+4,650
Value$232
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares4,528 from 4,520
Change+8 (+0%)
Value$225.6K (+$6.1K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares4,509 from 5,554
Change-1,045 (-19%)
Value$224.7K (-$45.0K)
Filed 2026-10-15
Perigon Wealth Management, LLC
UNCHANGED
Shares4,474 from 4,474
Change0 (0%)
Value$222.9K (+$5.7K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares4,369 from 4,379
Change-10 (0%)
Value$217.7K (+$5.1K)
Filed 2026-10-14
Paragon Capital Management Ltd
UNCHANGED
Shares4,333 from 4,333
Change0 (0%)
Value$215.9K (+$5.5K)
Filed 2026-10-09
Essential Partners LLC
UNCHANGED
Shares4,278 from 4,278
Change0 (0%)
Value$213.2K (+$5.4K)
Filed 2026-10-14
Diversify Wealth Management, LLC
DECREASED
Shares4,232 from 4,977
Change-745 (-15%)
Value$209.3K (-$33.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,232 from 4,977
Change-745 (-15%)
Value$209.3K (-$33.9K)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
NEW
Shares4,148
Change+4,148
Value$206.7K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares3,886
Change+3,886
Value$193.6K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
NEW
Shares3,149
Change+3,149
Value$156.9K
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares3,101 from 3,475
Change-374 (-11%)
Value$154.5K (-$14.3K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares2,884 from 937
Change+1,947 (+208%)
Value$143.7K (+$98.2K)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
NEW
Shares2,453
Change+2,453
Value$122.2K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,341 from 2,347
Change-6 (0%)
Value$116.7K (+$2.7K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares2,241 from 2,241
Change0 (0%)
Value$111.7K (+$2.8K)
Filed 2026-10-02
Larson Financial Group LLC
DECREASED
Shares2,072 from 3,475
Change-1,403 (-40%)
Value$103.3K (-$65.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,000 from 2,110
Change-110 (-5%)
Value$99.7K (-$2.8K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares1,954 from 1,383
Change+571 (+41%)
Value$97.4K (+$30.2K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,761 from 1,859
Change-98 (-5%)
Value$87.8K (-$2.5K)
Filed 2026-11-05
NorthAvenue LLC
DECREASED
Shares1,690 from 1,820
Change-130 (-7%)
Value$84.2K (-$4.2K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$83.4K (+$2.1K)
Filed 2026-10-29
Morling Financial Advisors, LLC
NEW
Shares1,667
Change+1,667
Value$83.1K
Filed 2026-10-28
Abound Wealth Management
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$75.2K (+$1.9K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares1,047 from 997
Change+50 (+5%)
Value$52.2K (+$3.8K)
Filed 2026-10-14
RMG Wealth Management LLC
NEW
Shares915
Change+915
Value$45.0K
Filed 2026-10-26
Bfsg, LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$41.5K (+$1.1K)
Filed 2026-10-30
Ares Financial Consulting, LLC
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$39.3K (+$1.0K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares713 from 1,713
Change-1,000 (-58%)
Value$35.8K (-$47.4K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$33.1K (+$842)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$26.2K (+$668)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$24.6K (+$626)
Filed 2026-11-02
Activest Wealth Management
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$24.4K (+$622)
Filed 2026-10-15
Central Trust Co
INCREASED
Shares469 from 6
Change+463 (+7717%)
Value$23.4K (+$23.1K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$20.2K (+$514)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$19.3K (+$491)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares333
Change+333
Value$16.6K
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$15.8K (+$403)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares316 from 881
Change-565 (-64%)
Value$15.8K (-$27.0K)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$15.5K (+$395)
Filed 2026-10-21
Eukles Asset Management
NEW
Shares300
Change+300
Value$14.9K
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$12.2K (+$311)
Filed 2026-10-26
Parkside Financial Bank & Trust
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$11.4K (+$292)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$10.7K (+$273)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW
Shares203
Change+203
Value$10.1K
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares195 from 284
Change-89 (-31%)
Value$9.7K (-$4.1K)
Filed 2026-10-30
First Pacific Financial
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$9.7K (+$247)
Filed 2026-10-14
Essential Investment Partners LLC
NEW
Shares179
Change+179
Value$8.9K
Filed 2026-10-27
Kozak & Associates, Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$7.1K (+$109)
Filed 2026-10-29
Wolff Wiese Magana LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$7.0K (+$178)
Filed 2026-10-15
Elevation Wealth Partners, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.9K (+$175)
Filed 2026-10-07
Financial Perspectives, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.7K (+$171)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$6.5K (+$165)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares119
Change+119
Value$5.9K
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.4K (+$138)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.8K (+$124)
Filed 2026-10-21
Avion Wealth
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$4.1K (+$106)
Filed 2026-10-16
CX Institutional
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$4 ($0)
Filed 2026-10-02
Downshift Financial, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.9K (+$98)
Filed 2026-10-13
Next Level Wealth Planning, LLC
NEW
Shares71
Change+71
Value$3.5K
Filed 2026-10-29
Burk Holdings LLC
DECREASED
Shares69 from 146
Change-77 (-53%)
Value$3.4K (-$3.7K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares61
Change+61
Value$3.0K
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.9K (+$74)
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.7K (+$70)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.7K (+$68)
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares46
Change+46
Value$2.3K
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (+$45)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (+$47)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares31
Change+31
Value$1.6K
Filed 2026-10-27
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.5K (+$40)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
NEW
Shares25
Change+25
Value$1.2K
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (+$32)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$847 (+$21)
Filed 2026-10-23
Mosley Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$742 (+$14)
Filed 2026-10-16
Golden State Wealth Management, LLC
NEW
Shares13
Change+13
Value$648
Filed 2026-11-02
Bokf, NA
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$598 (+$15)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$498 (+$12)
Filed 2026-10-23
Gen-Wealth Partners Inc
NEW
Shares9
Change+9
Value$436
Filed 2026-11-04
Nations Financial Group Inc,
CLOSED
Shares0 from 5,976
Change-5,976 (-100%)
Value$0 (-$290.2K)
Filed 2026-11-05
Kathmere Capital Management, LLC
CLOSED
Shares0 from 4,351
Change-4,351 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 1,985
Change-1,985 (-100%)
Value$0 (-$96.4K)
Filed 2026-10-28
Daytona Street Capital LLC
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$84.5K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,255
Change-1,255 (-100%)
Value$0 (-$61.1K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$20.1K)
Filed 2026-10-29
GGM Financial LLC
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-20
CrossGen Wealth, LLC
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-30
Gill Capital Partners, LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-02
Charles Schwab Investment Management Inc
N/A
Shares— from 22,024,118
Change-22,024,118 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 673,652
Change-673,652 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 662,620
Change-662,620 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 489,415
Change-489,415 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 472,999
Change-472,999 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 285,448
Change-285,448 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 281,288
Change-281,288 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 260,041
Change-260,041 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 233,593
Change-233,593 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 208,257
Change-208,257 (-100%)
Value—
UBS Group AG
N/A
Shares— from 175,730
Change-175,730 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 165,379
Change-165,379 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 153,554
Change-153,554 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 102,929
Change-102,929 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 83,077
Change-83,077 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 81,905
Change-81,905 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 78,775
Change-78,775 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 74,822
Change-74,822 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 72,154
Change-72,154 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 68,728
Change-68,728 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 67,147
Change-67,147 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 65,780
Change-65,780 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 59,201
Change-59,201 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,380
Change-52,380 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 51,098
Change-51,098 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 47,583
Change-47,583 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 32,300
Change-32,300 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 31,655
Change-31,655 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,548
Change-29,548 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,035
Change-29,035 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,768
Change-28,768 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 26,497
Change-26,497 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,348
Change-26,348 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 24,517
Change-24,517 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,906
Change-23,906 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,627
Change-23,627 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,037
Change-23,037 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,825
Change-22,825 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 22,220
Change-22,220 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,104
Change-21,104 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 21,045
Change-21,045 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,299
Change-20,299 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,212
Change-18,212 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,955
Change-17,955 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 16,515
Change-16,515 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 15,122
Change-15,122 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,128
Change-14,128 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,573
Change-13,573 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 12,121
Change-12,121 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,662
Change-8,662 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,439
Change-8,439 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Members Trust Co
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 7,618
Change-7,618 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,163
Change-7,163 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
&partners
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 798
Change-798 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 671
Change-671 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 554
Change-554 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
CNB Bank
N/A
Shares— from 467
Change-467 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 455
Change-455 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 434
Change-434 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 341
Change-341 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 193
Change-193 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 130
Change-130 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 129
Change-129 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 42
Change-42 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 34
Change-34 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 32
Change-32 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 11
Change-11 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
GHP Investment Advisors, Inc.
INCREASED616,109610,029+6,080+1%$29.6M$30.7M+$1.1M2026-10-15
Prairiewood Capital, LLC
INCREASED326,625310,432+16,193+5%$15.1M$16.3M+$1.2M2026-10-16
High Probability Advisors, LLC
INCREASED318,564306,034+12,530+4%$14.9M$15.9M+$1.0M2026-10-19
Collective Family Office LLC
INCREASED254,481252,308+2,173+1%$12.3M$12.7M+$428.7K2026-10-05
Breakwater Capital Group
INCREASED196,307190,984+5,323+3%$9.3M$9.8M+$507.8K2026-10-09
Shore Point Advisors, LLC
INCREASED178,947176,242+2,705+2%$7.1M$7.4M+$311.1K2026-10-14
Creative Planning
INCREASED174,715162,668+12,047+7%$7.9M$8.7M+$806.9K2026-11-02
Bell Investment Advisors, Inc
INCREASED172,393169,832+2,561+2%$8.2M$8.6M+$343.3K2026-10-29
Cherry Tree Wealth Management, LLC
DECREASED149,804195,984-46,180-24%$9.5M$7.5M-$2.1M2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED132,997113,133+19,864+18%$5.5M$6.6M+$1.1M2026-10-30
Abbington Investment Group
DECREASED126,218127,718-1,500-1%$6.2M$6.3M+$87.5K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED125,650122,489+3,161+3%$5.9M$6.3M+$313.1K2026-10-13
Moller Wealth Partners
INCREASED117,346112,018+5,328+5%$5.4M$5.8M+$407.8K2026-10-15
RF&L Wealth Management, LLC
DECREASED104,747105,517-770-1%$5.1M$5.2M+$95.6K2026-10-20
Factor Wealth Management LTD
DECREASED98,308104,181-5,873-6%$5.1M$4.9M-$160.4K2026-10-08
Grove Street Fiduciary, LLC
DECREASED92,92798,882-5,955-6%$4.8M$4.6M-$171.2K2026-10-13
Wealth Forward, LLC
NEW91,808—+91,808——$4.6M—2026-10-14
BFI Wealth Solutions, LLC
INCREASED80,25678,258+1,998+3%$3.8M$4.0M+$199.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED71,03964,596+6,443+10%$3.2M$3.5M+$351.7K2026-10-13
Charles Schwab Trust Co
DECREASED67,205228,891-161,686-71%$11.1M$3.3M-$7.8M2026-10-15
Valued Wealth Advisors LLC
INCREASED65,96951,623+14,346+28%$2.5M$3.3M+$780.4K2026-11-05
BCS Wealth Management
INCREASED65,46659,639+5,827+10%$2.9M$3.3M+$366.1K2026-11-03
Cabot Wealth Management Inc
INCREASED65,15363,063+2,090+3%$3.1M$3.2M+$184.2K2026-11-05
Cutler Investment Counsel LLC
DECREASED64,38066,204-1,824-3%$3.2M$3.2M-$6.8K2026-10-28
HB Wealth Management, LLC
NEW53,811—+53,811——$2.7M—2026-10-23
Vise Technologies, Inc.
INCREASED52,31746,733+5,584+12%$2.3M$2.6M+$337.6K2026-10-29
Kestra Advisory Services, LLC
DECREASED49,40052,874-3,474-7%$2.6M$2.5M-$106.0K2026-11-02
Quadcap Wealth Management, LLC
INCREASED48,53647,531+1,005+2%$2.3M$2.4M+$110.4K2026-11-02
Sterling Financial Planning, Inc.
DECREASED47,19548,976-1,781-4%$2.4M$2.4M-$26.5K2026-10-28
Waterfront Wealth Inc.
INCREASED46,65044,459+2,191+5%$2.2M$2.3M+$142.4K2026-11-03
McGrath & Associates, Inc.
DECREASED39,92040,510-590-1%$2.0M$2.0M+$22.1K2026-10-27
Shakespeare Wealth Management, LLC
INCREASED38,04437,856+188+1%$1.8M$1.9M+$57.4K2026-10-28
Northland Capital Management LLC
INCREASED36,00235,078+924+3%$1.7M$1.8M+$90.6K2026-10-15
Northwest Wealth Management, LLC
DECREASED33,89034,741-851-2%$1.7M$1.7M+$1.7K2026-10-30
Hardin Capital Partners, LLC
INCREASED28,99628,209+787+3%$1.4M$1.4M+$75.6K2026-10-09
Farther Finance Advisors, LLC
INCREASED27,02924,289+2,740+11%$1.2M$1.3M+$167.4K2026-10-08
Asset Dedication, LLC
DECREASED23,59726,019-2,422-9%$1.3M$1.2M-$87.6K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED22,3127,197+15,115+210%$349.5K$1.1M+$762.3K2026-10-27
Asset Allocation Strategies LLC
DECREASED22,13233,574-11,442-34%$1.6M$1.1M-$527.5K2026-10-20
Seed Wealth Management, Inc.
DECREASED19,52329,947-10,424-35%$1.5M$972.8K-$481.4K2026-10-20
Guardian Financial Partners, LLC
INCREASED19,00117,497+1,504+9%$849.6K$946.8K+$97.2K2026-11-04
Fortitude Family Office, LLC
DECREASED17,46417,661-197-1%$857.6K$870.2K+$12.6K2026-10-14
Ascent Group, LLC
UNCHANGED17,24617,24600%$837.5K$859.4K+$21.9K2026-10-30
Bailard, Inc.
UNCHANGED16,27016,27000%$790.1K$810.7K+$20.7K2026-10-13
Ballast Financial Advisors LLC
DECREASED16,15618,551-2,395-13%$900.8K$805.1K-$95.7K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED16,11616,065+51+0%$780.1K$803.1K+$22.9K2026-10-23
Porter White Investment Advisors, Inc.
INCREASED16,0608,031+8,029+100%$390.0K$800.4K+$410.4K2026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED15,46515,46500%$751.0K$770.6K+$19.6K2026-11-02
True North Advisors, LLC
INCREASED15,30114,665+636+4%$712.1K$762.4K+$50.3K2026-10-22
Brooklyn FI, LLC
DECREASED11,85512,168-313-3%$592.8K$591.1K-$1.7K2026-11-05
Meridian Investment Counsel Inc.
NEW11,696—+11,696——$582.8K—2026-10-14
Creekside Partners
UNCHANGED11,67411,67400%$566.9K$581.7K+$14.8K2026-11-04
Upper Left Wealth Management, LLC
DECREASED11,51111,668-157-1%$566.6K$573.6K+$7.0K2026-10-14
RHS Financial, LLC
DECREASED10,50710,544-370%$512.0K$523.6K+$11.5K2026-10-13
Golden Bell Financial Planning LLC
DECREASED10,20710,792-585-5%$524.1K$508.6K-$15.4K2026-11-02
Valeo Financial Advisors, LLC
INCREASED9,6489,628+20+0%$467.5K$480.8K+$13.2K2026-10-08
Altfest L J & Co Inc
UNCHANGED9,6129,61200%$466.8K$479.0K+$12.2K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED9,5229,277+245+3%$450.0K$475-$449.5K2026-11-02
Sensible Money, LLC
DECREASED9,07911,096-2,017-18%$538.8K$452.4K-$86.4K2026-10-20
Wedmont Private Capital
INCREASED8,9895,610+3,379+60%$274.1K$443.8K+$169.7K2026-10-09
Yoder Wealth Management, Inc.
DECREASED8,9309,350-420-4%$452.5K$443.4K-$9.2K2026-10-13
Facet Wealth, Inc.
INCREASED8,7244,965+3,759+76%$241.1K$434.7K+$193.6K2026-11-04
West Wealth Group, LLC
INCREASED8,7068,705+1+0%$422.7K$433.8K+$11.1K2026-10-14
Apella Capital, LLC
NEW8,575—+8,575——$424.5K—2026-10-08
Lodestar Private Asset Management LLC
DECREASED8,2058,302-97-1%$403.1K$408.9K+$5.7K2026-10-26
Lauterbach Financial Advisors, LLC
DECREASED8,1888,225-370%$399.4K$408.0K+$8.6K2026-10-21
Lido Advisors, LLC
INCREASED8,0707,253+817+11%$352.3K$402.2K+$49.9K2026-11-04
Baker Ellis Asset Management LLC
DECREASED8,05010,050-2,000-20%$488.0K$401.1K-$86.9K2026-10-14
Clarity Capital Advisors, LLC
UNCHANGED8,0008,00000%$388.5K$398.6K+$10.2K2026-10-27
AlphaCore Capital LLC
DECREASED7,90112,625-4,724-37%$613.1K$393.7K-$219.4K2026-11-04
Kings Path Partners LLC
INCREASED7,8767,871+5+0%$382.2K$392.5K+$10.2K2026-10-21
PFG Advisors
DECREASED7,8278,495-668-8%$412.5K$390.0K-$22.5K2026-10-16
Madrid Wealth Management, LLC
UNCHANGED7,2157,21500%$350.4K$359.5K+$9.2K2026-10-23
Klingman & Associates, LLC
UNCHANGED6,6846,68400%$324.6K$333.1K+$8.5K2026-10-20
Lakewood Asset Management LLC
DECREASED6,4946,496-20%$315.5K$323.6K+$8.1K2026-10-26
Compound Planning, Inc.
DECREASED6,3306,377-47-1%$309.6K$315.4K+$5.8K2026-11-05
Davidson Kahn Capital Management, LLC
DECREASED5,9237,143-1,220-17%$346.9K$295.2K-$51.7K2026-10-26
Commonwealth Equity Services, LLC
DECREASED5,8317,409-1,578-21%$359.8K$290.6K-$69.2K2026-11-02
Cambridge Financial Group, LLC
UNCHANGED5,8045,80400%$281.8K$281.8K$02026-10-06
BIP Wealth, LLC
NEW5,698—+5,698——$283.9K—2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED5,6505,864-214-4%$284.8K$281.5K-$3.2K2026-10-22
Canvas Wealth Advisors, LLC
UNCHANGED5,4335,43300%$263.8K$268.7K+$4.8K2026-11-02
Assetmark, Inc
INCREASED5,4274,482+945+21%$217.7K$270.4K+$52.8K2026-10-21
Tempus Wealth Planning, LLC
DECREASED5,2685,740-472-8%$278.7K$262.5K-$16.2K2026-10-14
Brucke Financial, Inc.
DECREASED5,0575,107-50-1%$248.0K$252.0K+$4.0K2026-10-23
Alpha Omega Wealth Management LLC
DECREASED4,9245,440-516-9%$264.2K$245.4K-$18.8K2026-10-23
Noesis Capital Mangement Corp
UNCHANGED4,9084,90800%$238.4K$244.6K+$6.2K2026-10-26
Park Avenue Securities LLC
NEW4,650—+4,650——$232—2026-10-26
IFP Advisors, Inc
INCREASED4,5284,520+8+0%$219.5K$225.6K+$6.1K2026-10-16
Mission Wealth Management, LP
DECREASED4,5095,554-1,045-19%$269.7K$224.7K-$45.0K2026-10-15
Perigon Wealth Management, LLC
UNCHANGED4,4744,47400%$217.2K$222.9K+$5.7K2026-10-22
Stone Summit Wealth LLC
DECREASED4,3694,379-100%$212.6K$217.7K+$5.1K2026-10-14
Paragon Capital Management Ltd
UNCHANGED4,3334,33300%$210.4K$215.9K+$5.5K2026-10-09
Essential Partners LLC
UNCHANGED4,2784,27800%$207.7K$213.2K+$5.4K2026-10-14
Diversify Wealth Management, LLC
DECREASED4,2324,977-745-15%$243.2K$209.3K-$33.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,2324,977-745-15%$243.2K$209.3K-$33.9K2026-10-20
Warren Street Wealth Advisors, LLC
NEW4,148—+4,148——$206.7K—2026-11-04
Root Financial Partners, LLC
NEW3,886—+3,886——$193.6K—2026-10-21
EverSource Wealth Advisors, LLC
NEW3,149—+3,149——$156.9K—2026-11-04
Parallel Advisors, LLC
DECREASED3,1013,475-374-11%$168.8K$154.5K-$14.3K2026-11-03
CoreCap Advisors, LLC
INCREASED2,884937+1,947+208%$45.5K$143.7K+$98.2K2026-10-08
Three Bridge Wealth Advisors, LLC
NEW2,453—+2,453——$122.2K—2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED2,3412,347-60%$114.0K$116.7K+$2.7K2026-11-03
Versant Capital Management, Inc
UNCHANGED2,2412,24100%$108.8K$111.7K+$2.8K2026-10-02
Larson Financial Group LLC
DECREASED2,0723,475-1,403-40%$168.8K$103.3K-$65.5K2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED2,0002,110-110-5%$102.5K$99.7K-$2.8K2026-11-04
US Bancorp \de\
INCREASED1,9541,383+571+41%$67.2K$97.4K+$30.2K2026-11-05
Fifth Third Bancorp
DECREASED1,7611,859-98-5%$90.3K$87.8K-$2.5K2026-11-05
NorthAvenue LLC
DECREASED1,6901,820-130-7%$88.4K$84.2K-$4.2K2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED1,6741,67400%$81.3K$83.4K+$2.1K2026-10-29
Morling Financial Advisors, LLC
NEW1,667—+1,667——$83.1K—2026-10-28
Abound Wealth Management
UNCHANGED1,5101,51000%$73.3K$75.2K+$1.9K2026-10-26
Mather Group, Llc.
INCREASED1,047997+50+5%$48.4K$52.2K+$3.8K2026-10-14
RMG Wealth Management LLC
NEW915—+915——$45.0K—2026-10-26
Bfsg, LLC
UNCHANGED83483400%$40.5K$41.5K+$1.1K2026-10-30
Ares Financial Consulting, LLC
UNCHANGED78978900%$38.3K$39.3K+$1.0K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED7131,713-1,000-58%$83.2K$35.8K-$47.4K2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED66466400%$32.2K$33.1K+$8422026-11-02
Nfsg Corp
UNCHANGED52652600%$25.5K$26.2K+$6682026-10-15
Key FInancial Inc
UNCHANGED49349300%$23.9K$24.6K+$6262026-11-02
Activest Wealth Management
UNCHANGED49049000%$23.8K$24.4K+$6222026-10-15
Central Trust Co
INCREASED4696+463+7717%$292$23.4K+$23.1K2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED40540500%$19.7K$20.2K+$5142026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED38738700%$18.8K$19.3K+$4912026-11-03
Nova Financial LLC
NEW333—+333——$16.6K—2026-11-04
Hoey Investments, Inc
UNCHANGED31731700%$15.4K$15.8K+$4032026-10-29
Creative Financial Designs Inc
DECREASED316881-565-64%$42.8K$15.8K-$27.0K2026-11-04
PFS Partners, LLC
UNCHANGED31131100%$15.1K$15.5K+$3952026-10-21
Eukles Asset Management
NEW300—+300——$14.9K—2026-11-04
SJS Investment Consulting Inc.
UNCHANGED24524500%$11.9K$12.2K+$3112026-10-26
Parkside Financial Bank & Trust
UNCHANGED23023000%$11.2K$11.4K+$2922026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED21521500%$10.4K$10.7K+$2732026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW203—+203——$10.1K—2026-10-15
Compass Financial Management LLC
DECREASED195284-89-31%$13.8K$9.7K-$4.1K2026-10-30
First Pacific Financial
UNCHANGED19419400%$9.4K$9.7K+$2472026-10-14
Essential Investment Partners LLC
NEW179—+179——$8.9K—2026-10-27
Kozak & Associates, Inc.
UNCHANGED14514500%$7.0K$7.1K+$1092026-10-29
Wolff Wiese Magana LLC
UNCHANGED14014000%$6.8K$7.0K+$1782026-10-15
Elevation Wealth Partners, LLC
UNCHANGED13813800%$6.7K$6.9K+$1752026-10-07
Financial Perspectives, Inc
UNCHANGED13513500%$6.6K$6.7K+$1712026-11-03
Archer Investment Corp
UNCHANGED13013000%$6.3K$6.5K+$1652026-11-05
Rydar Equities, Inc.
NEW119—+119——$5.9K—2026-10-13
Triumph Capital Management
UNCHANGED10810800%$5.2K$5.4K+$1382026-10-14
McCarley & Cook Financial Planners
UNCHANGED979700%$4.7K$4.8K+$1242026-10-21
Avion Wealth
UNCHANGED858500%$4$4$02026-11-04
Signature Resources Capital Management, LLC
UNCHANGED838300%$4.0K$4.1K+$1062026-10-16
CX Institutional
UNCHANGED787800%$4$4$02026-10-02
Downshift Financial, LLC
UNCHANGED777700%$3.8K$3.9K+$982026-10-13
Next Level Wealth Planning, LLC
NEW71—+71——$3.5K—2026-10-29
Burk Holdings LLC
DECREASED69146-77-53%$7.1K$3.4K-$3.7K2026-11-05
Balance Wealth Partners LLC
NEW61—+61——$3.0K—2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED585800%$2.8K$2.9K+$742026-10-16
Rossby Financial, LCC
UNCHANGED555500%$2.7K$2.7K+$702026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED545400%$2.6K$2.7K+$682026-10-27
Blue Trust, Inc.
NEW46—+46——$2.3K—2026-10-15
Salomon & Ludwin, LLC
UNCHANGED373700%$1.8K$1.8K+$452026-10-29
Maryland Capital Advisors Inc.
UNCHANGED373700%$1.8K$1.8K+$472026-10-15
Latitude Advisors, LLC
NEW31—+31——$1.6K—2026-10-27
Cordgrass Capital Advisors, LLC
UNCHANGED313100%$1.5K$1.5K+$402026-10-30
Owl Creek Wealth Partners LLC
NEW25—+25——$1.2K—2026-10-20
Main Street Group, LTD
UNCHANGED252500%$1.2K$1.2K+$322026-10-28
Financial Management Professionals, Inc.
UNCHANGED171700%$826$847+$212026-10-23
Mosley Wealth Management
UNCHANGED151500%$728$742+$142026-10-16
Golden State Wealth Management, LLC
NEW13—+13——$648—2026-11-02
Bokf, NA
UNCHANGED121200%$583$598+$152026-10-27
Signaturefd, LLC
UNCHANGED101000%$486$498+$122026-10-23
Gen-Wealth Partners Inc
NEW9—+9——$436—2026-11-04
Nations Financial Group Inc,
CLOSED05,976-5,976-100%$290.2K$0-$290.2K2026-11-05
Kathmere Capital Management, LLC
CLOSED04,351-4,351-100%$211.3K$0-$211.3K2026-10-20
MCF Advisors LLC
CLOSED01,985-1,985-100%$96.4K$0-$96.4K2026-10-28
Daytona Street Capital LLC
CLOSED01,590-1,590-100%$84.5K$0-$84.5K2026-10-15
Cornerstone Planning Group LLC
CLOSED01,255-1,255-100%$61.1K$0-$61.1K2026-10-16
Tucker Asset Management LLC
CLOSED0413-413-100%$20.1K$0-$20.1K2026-10-29
GGM Financial LLC
CLOSED0234-234-100%$11.4K$0-$11.4K2026-11-05
Robinswood Financial LLC
CLOSED0185-185-100%$9.0K$0-$9.0K2026-10-20
CrossGen Wealth, LLC
CLOSED0126-126-100%$6.1K$0-$6.1K2026-10-30
Gill Capital Partners, LLC
CLOSED0116-116-100%$5.6K$0-$5.6K2026-10-13
International Assets Investment Management, LLC
CLOSED0116-116-100%$5.6K$0-$5.6K2026-11-02
Citigroup Inc
CLOSED078-78-100%$3.8K$0-$3.8K2026-11-04
AdvisorNet Financial, Inc
CLOSED073-73-100%$3.5K$0-$3.5K2026-10-15
Cape Investment Advisory, Inc.
CLOSED050-50-100%$2.4K$0-$2.4K2026-10-13
Solstein Capital, LLC
CLOSED041-41-100%$2.0K$0-$2.0K2026-11-02
Charles Schwab Investment Management Inc
N/A—22,024,118-22,024,118-100%$1.1B———
Savant Capital, LLC
N/A—673,652-673,652-100%$33.5M———
Morgan Stanley
N/A—662,620-662,620-100%$32.2M———
Kelman-Lazarov, Inc.
N/A—489,415-489,415-100%$23.8M———
Focus Partners Wealth
N/A—472,999-472,999-100%$23.0M———
Osaic Holdings, Inc.
N/A—285,448-285,448-100%$13.9M———
Susquehanna International Group, LLP
N/A—281,288-281,288-100%$13.7M———
Victory Capital Management Inc
N/A—260,041-260,041-100%$12.6M———
EP Wealth Advisors, LLC
N/A—233,593-233,593-100%$11.3M———
Geneos Wealth Management Inc.
N/A—208,257-208,257-100%$10.1M———
UBS Group AG
N/A—175,730-175,730-100%$8.5M———
Goldman Sachs Group Inc
N/A—165,379-165,379-100%$8.0M———
Raymond James Financial Inc
N/A—153,554-153,554-100%$7.5M———
MorganRosel Wealth Management, LLC
N/A—102,929-102,929-100%$5.0M———
Citadel Advisors LLC
N/A—83,077-83,077-100%$4.0M———
Bank of America Corp
N/A—81,905-81,905-100%$4.0M———
Mariner, LLC
N/A—78,775-78,775-100%$3.8M———
Modern Wealth Management, LLC
N/A—74,822-74,822-100%$3.6M———
Cerity Partners LLC
N/A—72,154-72,154-100%$3.5M———
Bravera Wealth
N/A—68,728-68,728-100%$3.3M———
ATLas Financial Planning LLC
N/A—67,147-67,147-100%$3.3M———
AQR Capital Management LLC
N/A—65,780-65,780-100%$3.2M———
Mercer Global Advisors Inc
N/A—59,201-59,201-100%$2.9M———
Northwestern Mutual Wealth Management Co
N/A—52,380-52,380-100%$2.5M———
LPL Financial LLC
N/A—51,098-51,098-100%$2.5M———
Focus Partners Advisor Solutions, LLC
N/A—47,583-47,583-100%$2.3M———
BNP Paribas Financial Markets
N/A—32,300-32,300-100%$1.6M———
EQ Wealth Advisors, LLC
N/A—31,655-31,655-100%$1.5M———
FMR LLC
N/A—29,548-29,548-100%$1.4M———
Jones Financial Companies Lllp
N/A—29,035-29,035-100%$1.4M———
Bank of Montreal
N/A—28,768-28,768-100%$1.4M———
Traub Capital Management LLC
N/A—26,497-26,497-100%$1.3M———
Stifel Financial Corp
N/A—26,348-26,348-100%$1.3M———
QRG Capital Management, Inc.
N/A—24,517-24,517-100%$1.2M———
Composition Wealth, LLC
N/A—23,906-23,906-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—23,627-23,627-100%$1.1M———
HighTower Advisors, LLC
N/A—23,037-23,037-100%$1.1M———
Jane Street Group, LLC
N/A—22,825-22,825-100%$1.1M———
Clearstead Advisors, LLC
N/A—22,220-22,220-100%$1.1M———
JPMorgan Chase & Co
N/A—21,104-21,104-100%$1.0M———
Tumwater Wealth Management, LLC
N/A—21,045-21,045-100%$1.0M———
Quantinno Capital Management LP
N/A—20,513-20,513-100%$996.1K———
Ameriprise Financial Inc
N/A—20,299-20,299-100%$985.7K———
Envestnet Asset Management Inc
N/A—18,212-18,212-100%$884.4K———
Silver OAK Securities, Incorporated
N/A—17,955-17,955-100%$871.9K———
Bristlecone Value Partners, LLC
N/A—17,269-17,269-100%$838.6K———
Wealthspire Retirement, LLC
N/A—16,515-16,515-100%$802.0K———
J.E. Simmons & Co., P.C.
N/A—15,482-15,482-100%$751.8K———
Brand Asset Management Group, Inc.
N/A—15,122-15,122-100%$734.3K———
CIBC Bancorp USA Inc.
N/A—14,128-14,128-100%$686.0K———
MML Investors Services, LLC
N/A—13,573-13,573-100%$659.1K———
Sequoia Financial Advisors, LLC
N/A—12,166-12,166-100%$590.8K———
MB Generational Wealth, LLC
N/A—12,121-12,121-100%$588.6K———
Aspiring Ventures, LLC
N/A—12,099-12,099-100%$587.5K———
Royal Bank of Canada
N/A—11,138-11,138-100%$540.0K———
Cetera Investment Advisers
N/A—10,067-10,067-100%$488.9K———
Entruity Wealth, LLC
N/A—9,308-9,308-100%$452.0K———
SageView Advisory Group, LLC
N/A—9,090-9,090-100%$441.4K———
Neuberger Berman Group LLC
N/A—8,811-8,811-100%$427.9K———
Level Four Advisory Services, LLC
N/A—8,662-8,662-100%$420.7K———
Annandale Capital, LLC
N/A—8,550-8,550-100%$415.0K———
Captrust Financial Advisors
N/A—8,439-8,439-100%$409.8K———
MAI Capital Management
N/A—8,240-8,240-100%$400.2K———
Keel Point, LLC
N/A—7,880-7,880-100%$382.6K———
Integrated Wealth Concepts LLC
N/A—7,771-7,771-100%$377.3K———
Members Trust Co
N/A—7,651-7,651-100%$371.5K———
Morris Financial Concepts, Inc.
N/A—7,618-7,618-100%$369.9K———
BlackRock, Inc.
N/A—7,568-7,568-100%$367.5K———
OneDigital Investment Advisors LLC
N/A—7,409-7,409-100%$359.8K———
HHM Wealth Advisors, LLC
N/A—7,163-7,163-100%$347.8K———
Lbmc Investment Advisors, LLC
N/A—7,061-7,061-100%$342.9K———
Pure Financial Advisors, LLC
N/A—6,929-6,929-100%$336.4K———
Addison Advisors LLC
N/A—6,707-6,707-100%$325.7K———
CIBC World Market Inc.
N/A—6,623-6,623-100%$321.6K———
IEQ Capital, LLC
N/A—6,272-6,272-100%$304.6K———
Arax Advisory Partners
N/A—6,254-6,254-100%$303.7K———
Dopkins Wealth Management, LLC
N/A—6,199-6,199-100%$301.0K———
Waverly Advisors, LLC
N/A—6,009-6,009-100%$291.8K———
O'shaughnessy Asset Management, LLC
N/A—5,687-5,687-100%$276.2K———
&partners
N/A—5,541-5,541-100%$269.1K———
Wealthfront Advisers LLC
N/A—5,485-5,485-100%$266.4K———
United Capital Financial Advisors, LLC
N/A—5,386-5,386-100%$260.8K———
Whittier Trust Co
N/A—5,290-5,290-100%$261.5K———
AE Wealth Management LLC
N/A—5,110-5,110-100%$248.2K———
Beacon Pointe Advisors, LLC
N/A—4,956-4,956-100%$240.7K———
Cahill Financial Advisors Inc
N/A—4,879-4,879-100%$236.9K———
IFG Advisory, LLC
N/A—4,604-4,604-100%$223.6K———
RED Reef Advisors LLC
N/A—4,541-4,541-100%$220.5K———
Magnolia Private Wealth, LLC
N/A—4,365-4,365-100%$212.0K———
Northern Trust Corp
N/A—4,304-4,304-100%$209.0K———
Advisory Services Network, LLC
N/A—4,222-4,222-100%$205.0K———
Wells Fargo & Company
N/A—4,103-4,103-100%$199.3K———
Allworth Financial LP
N/A—3,530-3,530-100%$171.4K———
Global Retirement Partners, LLC
N/A—3,092-3,092-100%$150.1K———
PNC Financial Services Group, Inc.
N/A—2,482-2,482-100%$120.5K———
Aptus Capital Advisors, LLC
N/A—2,123-2,123-100%$103.1K———
Vanguard Advisers Inc
N/A—2,073-2,073-100%$100.7K———
Franklin Resources Inc
N/A—2,060-2,060-100%$100.0K———
WealthCollab, LLC
N/A—2,048-2,048-100%$99.5K———
UBS Asset Management Americas LLC
N/A—1,519-1,519-100%$73.8K———
CVA Family Office, LLC
N/A—1,366-1,366-100%$66.3K———
IMA Advisory Services, Inc.
N/A—1,350-1,350-100%$65.6K———
Capital Analysts, LLC
N/A—1,203-1,203-100%$52.0K———
Ancora Advisors LLCA
N/A—1,192-1,192-100%$57.9K———
Vanguard National Trust Co
N/A—1,138-1,138-100%$55.3K———
SouthState Bank Corp
N/A—1,084-1,084-100%$52.6K———
Anchor Investment Management, LLC
N/A—1,002-1,002-100%$48.6K———
Parvin Asset Management, LLC
N/A—848-848-100%$41.2K———
Russell Investments Group, Ltd.
N/A—798-798-100%$38.8K———
BOK Financial Private Wealth, Inc.
N/A—671-671-100%$32.6K———
Bartlett & Co. Wealth Management LLC
N/A—635-635-100%$30.8K———
Howe & Rusling Inc
N/A—554-554-100%$26.9K———
Allied Private Wealth LLC
N/A—533-533-100%$25.8K———
CNB Bank
N/A—467-467-100%$22.7K———
FAS Wealth Partners, Inc.
N/A—455-455-100%$22.1K———
Strategic Wealth Partners, Ltd.
N/A—434-434-100%$21.1K———
Crewe Advisors LLC
N/A—369-369-100%$17.9K———
Brown Brothers Harriman & Co
N/A—341-341-100%$16.6K———
Pinney & Scofield, Inc.
N/A—303-303-100%$14.7K———
Kilter Group LLC
N/A—205-205-100%$10.0K———
Glassman Wealth Services
N/A—193-193-100%$9.4K———
Millstone Evans Group, LLC
N/A—173-173-100%$8.4K———
Steward Partners Investment Advisory, LLC
N/A—148-148-100%$7.2K———
NewEdge Advisors, LLC
N/A—134-134-100%$6.5K———
Keating Financial Advisory Services, Inc.
N/A—132-132-100%$6.4K———
Atlantic Union Bankshares Corp
N/A—130-130-100%$6.3K———
Prosperity Bancshares Inc
N/A—129-129-100%$6.3K———
Basecamp Wealth Advisors LLC
N/A—125-125-100%$6.1K———
Harbour Investments, Inc.
N/A—120-120-100%$5.8K———
Rialto Wealth Management, LLC
N/A—117-117-100%$5.7K———
Harborfront Financial Group LLC
N/A—116-116-100%$5.6K———
Sankala Group LLC
N/A—111-111-100%$5.6K———
Frazier Financial Advisors, LLC
N/A—100-100-100%$4.8K———
HM Payson & Co
N/A—100-100-100%$4.9K———
Dunhill Financial, LLC
N/A—98-98-100%$4.8K———
Smartleaf Asset Management LLC
N/A—95-95-100%$4.6K———
Ameriflex Group, Inc.
N/A—60-60-100%$2.9K———
Hantz Financial Services, Inc.
N/A—49-49-100%$2———
Protective Life Corp
N/A—42-42-100%$2.0K———
Founders Financial Alliance, LLC
N/A—38-38-100%$1.8K———
Greykasell Wealth Strategies, Inc.
N/A—37-37-100%$1.8K———
Continuum Advisory, LLC
N/A—34-34-100%$1.7K———
Graney & King, LLC
N/A—34-34-100%$1.6K———
Fiduciary Financial Advisors
N/A—34-34-100%$1.7K———
Bessemer Group Inc
N/A—32-32-100%$2———
Community Bank, N.A.
N/A—32-32-100%$1.6K———
Mcguire Capital Advisors Inc
N/A—17-17-100%$826———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—11-11-100%$534———
GW&K Investment Management, LLC
N/A—3-3-100%$0———
Showing 331 of 331 institutions