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Schwab Fndmntl US SM Co ETF (FNDA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Steele Capital Management, Inc.
INCREASED
Shares2,177,508 from 2,176,267
Change+1,241 (+0%)
Value$76.2M (-$6.6M)
Filed 2026-11-02
Prairiewood Capital, LLC
INCREASED
Shares2,170,316 from 2,088,254
Change+82,062 (+4%)
Value$76.0M (-$3.5M)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares2,070,181 from 1,971,498
Change+98,683 (+5%)
Value$72.5M (-$2.6M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
DECREASED
Shares1,356,355 from 1,444,411
Change-88,056 (-6%)
Value$47.5M (-$7.5M)
Filed 2026-10-26
Moller Wealth Partners
INCREASED
Shares1,238,357 from 1,229,114
Change+9,243 (+1%)
Value$43.3M (-$3.4M)
Filed 2026-10-15
Wealth Forward, LLC
INCREASED
Shares1,153,317 from 603,841
Change+549,476 (+91%)
Value$40.4M (+$17.4M)
Filed 2026-10-14
Solitude Financial Services
INCREASED
Shares1,057,189 from 1,046,847
Change+10,342 (+1%)
Value$37.0M (-$2.8M)
Filed 2026-10-26
First Pacific Financial
DECREASED
Shares877,254 from 885,996
Change-8,742 (-1%)
Value$30.7M (-$3.0M)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares773,371 from 800,230
Change-26,859 (-3%)
Value$27.1M (-$3.4M)
Filed 2026-11-04
Resonant Capital Advisors, LLC
DECREASED
Shares757,337 from 763,063
Change-5,726 (-1%)
Value$26.5M (-$2.5M)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares671,891 from 732,553
Change-60,662 (-8%)
Value$23.5M (-$2.9M)
Filed 2026-11-06
Gemmer Asset Management LLC
INCREASED
Shares666,955 from 656,112
Change+10,843 (+2%)
Value$23.3M (-$1.6M)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares632,316 from 622,642
Change+9,674 (+2%)
Value$22.1M (-$1.6M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares498,383 from 485,593
Change+12,790 (+3%)
Value$17.4M (-$1.0M)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares449,367 from 442,641
Change+6,726 (+2%)
Value$15.7M (-$1.1M)
Filed 2026-10-29
Collective Family Office LLC
DECREASED
Shares382,799 from 390,724
Change-7,925 (-2%)
Value$13.4M (-$1.5M)
Filed 2026-10-05
Shore Point Advisors, LLC
DECREASED
Shares378,476 from 386,724
Change-8,248 (-2%)
Value$8.4M (-$414.0K)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares361,781 from 367,791
Change-6,010 (-2%)
Value$12.7M (-$1.3M)
Filed 2026-11-06
Grey Ledge Advisors, LLC
INCREASED
Shares334,382 from 332,827
Change+1,555 (+0%)
Value$11.7M (-$963.7K)
Filed 2026-11-02
Sound Stewardship, LLC
INCREASED
Shares328,816 from 321,406
Change+7,410 (+2%)
Value$11.5M (-$724.2K)
Filed 2026-10-14
Johnson Bixby & Associates, LLC
INCREASED
Shares319,177 from 307,499
Change+11,678 (+4%)
Value$11.2M (-$532.2K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares315,354 from 29,595
Change+285,759 (+966%)
Value$11.0M (+$9.9M)
Filed 2026-10-23
Charles Schwab Trust Co
DECREASED
Shares280,959 from 431,168
Change-150,209 (-35%)
Value$9.8M (-$6.6M)
Filed 2026-10-15
Arlington Financial Advisors, LLC
DECREASED
Shares278,113 from 281,940
Change-3,827 (-1%)
Value$9.7M (-$996.7K)
Filed 2026-10-19
Accredited Investors Inc.
DECREASED
Shares256,432 from 266,452
Change-10,020 (-4%)
Value$9.0M (-$1.2M)
Filed 2026-11-03
Your Advocates Ltd., LLP
DECREASED
Shares206,936 from 207,650
Change-714 (0%)
Value$7.2M (-$660.4K)
Filed 2026-11-03
Reston Wealth Management LLC
INCREASED
Shares206,110 from 195,627
Change+10,483 (+5%)
Value$7.2M (-$231.7K)
Filed 2026-10-29
Cabot Wealth Management Inc
INCREASED
Shares188,244 from 175,158
Change+13,086 (+7%)
Value$6.6M (-$78.0K)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares154,546 from 155,475
Change-929 (-1%)
Value$5.4M (-$508.3K)
Filed 2026-10-20
Northland Capital Management LLC
INCREASED
Shares147,898 from 144,466
Change+3,432 (+2%)
Value$5.2M (-$321.9K)
Filed 2026-10-15
Capital Advantage, Inc.
INCREASED
Shares142,026 from 138,467
Change+3,559 (+3%)
Value$5.0M (-$299.2K)
Filed 2026-10-14
Founders Capital Management
INCREASED
Shares141,315 from 140,492
Change+823 (+1%)
Value$4.9M (-$401.1K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares139,424 from 139,396
Change+28 (+0%)
Value$4.9M (-$425.6K)
Filed 2026-10-15
KRM Wealth Management L.L.C.
INCREASED
Shares137,223 from 134,251
Change+2,972 (+2%)
Value$4.8M (-$306.8K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares134,447 from 131,940
Change+2,507 (+2%)
Value$4.7M (-$316.0K)
Filed 2026-10-29
Waterfront Wealth Inc.
INCREASED
Shares127,068 from 120,560
Change+6,508 (+5%)
Value$4.5M (+$27.1K)
Filed 2026-11-03
Womack Financial LLC
INCREASED
Shares124,830 from 120,674
Change+4,156 (+3%)
Value$4.4M (-$223.8K)
Filed 2026-10-14
Manske Wealth Management
DECREASED
Shares117,976 from 125,370
Change-7,394 (-6%)
Value$4.1M (-$642.4K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares108,685 from 113,211
Change-4,526 (-4%)
Value$3.8M (-$504.8K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares100,733 from 95,067
Change+5,666 (+6%)
Value$3.5M (-$92.6K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares99,173 from 104,966
Change-5,793 (-6%)
Value$3.5M (-$524.0K)
Filed 2026-10-23
Kaizen Financial Strategies
INCREASED
Shares95,512 from 58,170
Change+37,342 (+64%)
Value$3.3M (+$1.1M)
Filed 2026-10-09
10Elms LLP
DECREASED
Shares94,388 from 96,609
Change-2,221 (-2%)
Value$3.3M (-$373.4K)
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares94,034 from 93,623
Change+411 (+0%)
Value$3.3M (-$272.1K)
Filed 2026-10-14
Breakwater Capital Group
INCREASED
Shares93,706 from 86,975
Change+6,731 (+8%)
Value$3.3M (-$30.6K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares92,140 from 89,617
Change+2,523 (+3%)
Value$3.3M (-$77.6K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares89,905 from 81,681
Change+8,224 (+10%)
Value$3.1M (+$37.9K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares87,461 from 84,899
Change+2,562 (+3%)
Value$3.1M (-$170.1K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares84,903 from 83,154
Change+1,749 (+2%)
Value$3.0M (-$193.2K)
Filed 2026-10-08
Cutler Investment Counsel LLC
DECREASED
Shares80,482 from 81,394
Change-912 (-1%)
Value$2.8M (-$281.0K)
Filed 2026-10-28
Winter & Associates, Inc.
DECREASED
Shares78,718 from 81,709
Change-2,991 (-4%)
Value$2.8M (-$302.8K)
Filed 2026-10-23
Argos Wealth Advisors, LLC
DECREASED
Shares77,878 from 80,417
Change-2,539 (-3%)
Value$2.7M (-$335.0K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares76,018
Change+76,018
Value$2.7M
Filed 2026-10-21
Meridian Investment Counsel Inc.
INCREASED
Shares73,291 from 69,487
Change+3,804 (+5%)
Value$2.6M (-$79.5K)
Filed 2026-10-14
Alpha Omega Wealth Management LLC
INCREASED
Shares72,659 from 69,670
Change+2,989 (+4%)
Value$2.5M (-$108.6K)
Filed 2026-10-23
Verum Partners LLC
DECREASED
Shares66,662 from 99,237
Change-32,575 (-33%)
Value$2.3M (-$1.4M)
Filed 2026-10-21
Yoder Wealth Management, Inc.
DECREASED
Shares65,346 from 76,504
Change-11,158 (-15%)
Value$2.3M (-$624.6K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares64,450 from 63,261
Change+1,189 (+2%)
Value$2.3M (-$113.3K)
Filed 2026-10-13
Cedar Point Capital Partners, LLC
INCREASED
Shares64,350 from 63,138
Change+1,212 (+2%)
Value$2.3M (-$150.8K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares61,035 from 61,195
Change-160 (0%)
Value$2.1M (-$192.9K)
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares60,421 from 56,698
Change+3,723 (+7%)
Value$2.1M (-$43.2K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares58,948 from 53,100
Change+5,848 (+11%)
Value$2.1M (+$42.2K)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares58,895 from 52,750
Change+6,145 (+12%)
Value$2.1M (+$53.6K)
Filed 2026-11-02
Williams Financial, LLC
INCREASED
Shares58,501 from 57,377
Change+1,124 (+2%)
Value$2.0M (-$136.3K)
Filed 2026-10-19
McGrath & Associates, Inc.
DECREASED
Shares57,786 from 58,331
Change-545 (-1%)
Value$2.0M (-$197.6K)
Filed 2026-10-27
Asset Allocation Strategies LLC
DECREASED
Shares56,864 from 87,059
Change-30,195 (-35%)
Value$2.0M (-$1.3M)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares54,149 from 41,787
Change+12,362 (+30%)
Value$1.9M (+$304.8K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares52,315 from 50,113
Change+2,202 (+4%)
Value$1.8K (-$1.9M)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares51,194 from 53,014
Change-1,820 (-3%)
Value$1.8M (-$225.9K)
Filed 2026-10-21
Guardian Financial Partners, LLC
INCREASED
Shares47,659 from 44,786
Change+2,873 (+6%)
Value$1.7M (-$36.5K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares43,879 from 44,176
Change-297 (-1%)
Value$1.5M (-$145.6K)
Filed 2026-10-16
Vicus Capital
DECREASED
Shares42,812 from 43,814
Change-1,002 (-2%)
Value$1.5M (-$169.2K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares41,662 from 41,526
Change+136 (+0%)
Value$1.5M (-$122.3K)
Filed 2026-10-16
Howard Financial Services, Ltd.
INCREASED
Shares39,815 from 39,730
Change+85 (+0%)
Value$1.4M (-$118.6K)
Filed 2026-10-15
Cambridge Advisors Inc.
INCREASED
Shares38,930 from 38,836
Change+94 (+0%)
Value$1.4M (-$115.6K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares38,775 from 40,885
Change-2,110 (-5%)
Value$1.4K (-$1.6M)
Filed 2026-11-05
Financial Architects, LLC
DECREASED
Shares38,110 from 38,395
Change-285 (-1%)
Value$1.3M (-$127.5K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares37,686 from 37,686
Change0 (0%)
Value$1.3M (-$115.3K)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares34,806 from 34,978
Change-172 (0%)
Value$1.2M (-$113.1K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares34,090 from 34,090
Change0 (0%)
Value$1.2M (-$104.3K)
Filed 2026-10-27
Red Mountain Financial, LLC
DECREASED
Shares33,964 from 34,382
Change-418 (-1%)
Value$1.2M (-$119.8K)
Filed 2026-11-03
BFI Wealth Solutions, LLC
DECREASED
Shares33,352 from 36,748
Change-3,396 (-9%)
Value$1.2M (-$216.6K)
Filed 2026-10-16
Asset Dedication, LLC
DECREASED
Shares29,645 from 33,841
Change-4,196 (-12%)
Value$1.0M (-$250.4K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares29,151 from 28,636
Change+515 (+2%)
Value$1.0M (-$69.6K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED
Shares27,758 from 19,807
Change+7,951 (+40%)
Value$971.5K (+$217.7K)
Filed 2026-10-30
ProVise Management Group, LLC
DECREASED
Shares27,089 from 28,165
Change-1,076 (-4%)
Value$948.1K (-$123.8K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares25,927 from 14,138
Change+11,789 (+83%)
Value$907.4K (+$369.3K)
Filed 2026-11-05
Lakewood Asset Management LLC
DECREASED
Shares25,806 from 31,796
Change-5,990 (-19%)
Value$903.2K (-$307.0K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED
Shares25,380 from 25,380
Change0 (0%)
Value$888.3K (-$77.7K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares24,796 from 23,959
Change+837 (+3%)
Value$867.9K (-$44.0K)
Filed 2026-10-13
Modera Wealth Management, LLC
INCREASED
Shares24,469 from 23,956
Change+513 (+2%)
Value$856.4K (-$55.4K)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares23,671 from 23,454
Change+217 (+1%)
Value$828.5K (-$64.2K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares23,276 from 22,330
Change+946 (+4%)
Value$814.6K (-$35.2K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
DECREASED
Shares22,960 from 28,471
Change-5,511 (-19%)
Value$803.7K (-$280.0K)
Filed 2026-10-23
Austin Wealth Management, LLC
DECREASED
Shares22,517 from 23,722
Change-1,205 (-5%)
Value$800.7K (-$92.4K)
Filed 2026-11-06
Clarity Capital Advisors, LLC
INCREASED
Shares21,985 from 21,903
Change+82 (+0%)
Value$769.5K (-$64.1K)
Filed 2026-10-27
Townsend Asset Management Corp
INCREASED
Shares21,542 from 21,528
Change+14 (+0%)
Value$754.0K (-$65.4K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
INCREASED
Shares21,191 from 20,184
Change+1,007 (+5%)
Value$741.7K (-$26.5K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares20,993 from 19,089
Change+1,904 (+10%)
Value$734.8K (+$8.2K)
Filed 2026-10-13
Wingate Wealth Advisors, Inc.
DECREASED
Shares20,875 from 21,234
Change-359 (-2%)
Value$730.6K (-$77.5K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares20,392 from 18,609
Change+1,783 (+10%)
Value$713.7K (+$5.5K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
UNCHANGED
Shares20,180 from 20,180
Change0 (0%)
Value$706.3K (-$61.8K)
Filed 2026-11-02
Clay Northam Wealth Management, LLC
DECREASED
Shares19,295 from 19,320
Change-25 (0%)
Value$675.3K (-$60.0K)
Filed 2026-10-13
Fisher Asset Management, LLC
INCREASED
Shares18,946 from 17,629
Change+1,317 (+7%)
Value$663.1K (-$7.8K)
Filed 2026-11-06
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares18,530 from 18,530
Change0 (0%)
Value$648.6K (-$56.7K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares18,330 from 18,578
Change-248 (-1%)
Value$641.6K (-$65.5K)
Filed 2026-10-30
Werba Rubin Papier Wealth Management
INCREASED
Shares18,278 from 18,210
Change+68 (+0%)
Value$639.7K (-$53.3K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
DECREASED
Shares18,162 from 18,950
Change-788 (-4%)
Value$635.7K (-$85.6K)
Filed 2026-10-26
CWA Asset Management Group, LLC
INCREASED
Shares17,844 from 14,201
Change+3,643 (+26%)
Value$624.6K (+$84.1K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
DECREASED
Shares17,653 from 18,532
Change-879 (-5%)
Value$629.7K (-$60.7K)
Filed 2026-10-27
Cambridge Financial Group, LLC
UNCHANGED
Shares17,621 from 17,621
Change0 (0%)
Value$670.7K ($0)
Filed 2026-10-06
Truist Financial Corp
INCREASED
Shares17,373 from 16,785
Change+588 (+4%)
Value$608.1K (-$30.8K)
Filed 2026-10-30
Warner Financial, Inc
DECREASED
Shares17,105 from 18,319
Change-1,214 (-7%)
Value$598.7K (-$98.6K)
Filed 2026-11-06
Tandem Capital Management Corp
INCREASED
Shares16,953 from 16,810
Change+143 (+1%)
Value$593.3K (-$46.5K)
Filed 2026-10-22
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares16,853 from 17,030
Change-177 (-1%)
Value$589.9K (-$58.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares16,665 from 19,209
Change-2,544 (-13%)
Value$583.3K (-$147.8K)
Filed 2026-10-14
Old National Bancorp
DECREASED
Shares16,394 from 18,596
Change-2,202 (-12%)
Value$573.8K (-$134.0K)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares16,353 from 16,353
Change0 (0%)
Value$572.4K (-$50.0K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares16,325 from 16,747
Change-422 (-3%)
Value$571.4K (-$66.0K)
Filed 2026-11-03
Cidel Asset Management Inc
UNCHANGED
Shares16,091 from 16,091
Change0 (0%)
Value$563.2K (-$49.2K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares16,017 from 14,531
Change+1,486 (+10%)
Value$560.6K (+$7.5K)
Filed 2026-10-16
Sowa Financial Group, Inc.
DECREASED
Shares15,210 from 15,489
Change-279 (-2%)
Value$532 (-$589.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares15,052 from 9,812
Change+5,240 (+53%)
Value$526.8K (+$153.4K)
Filed 2026-10-08
DDD Partners, LLC
INCREASED
Shares15,044 from 14,912
Change+132 (+1%)
Value$526.5K (-$41.0K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares14,835 from 14,251
Change+584 (+4%)
Value$519.2K (-$23.2K)
Filed 2026-10-21
Opus Capital Group, LLC
DECREASED
Shares14,685 from 14,990
Change-305 (-2%)
Value$514 (-$570.5K)
Filed 2026-10-30
Tempus Wealth Planning, LLC
DECREASED
Shares14,295 from 20,717
Change-6,422 (-31%)
Value$500.3K (-$288.2K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares14,232 from 37,790
Change-23,558 (-62%)
Value$498.1K (-$940.1K)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares13,973 from 14,092
Change-119 (-1%)
Value$489.1K (-$47.3K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
UNCHANGED
Shares13,203 from 13,203
Change0 (0%)
Value$462.1K (-$40.4K)
Filed 2026-11-02
BXM Wealth LLC
INCREASED
Shares13,185 from 8,505
Change+4,680 (+55%)
Value$461.5K (+$137.8K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED
Shares13,036 from 13,036
Change0 (0%)
Value$456.3K (-$39.9K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares12,989 from 12,874
Change+115 (+1%)
Value$461.9K (-$19.9K)
Filed 2026-10-09
Plan A Wealth LLC
INCREASED
Shares12,773 from 10,358
Change+2,415 (+23%)
Value$447.1K (+$52.8K)
Filed 2026-10-08
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares12,558 from 13,566
Change-1,008 (-7%)
Value$439.5K (-$76.8K)
Filed 2026-10-14
Baker Ellis Asset Management LLC
UNCHANGED
Shares12,552 from 12,552
Change0 (0%)
Value$439.3K (-$38.4K)
Filed 2026-10-14
Auxano Advisors, LLC
INCREASED
Shares12,493 from 12,447
Change+46 (+0%)
Value$437.3K (-$36.4K)
Filed 2026-11-06
Mengis Capital Management, Inc.
DECREASED
Shares11,930 from 12,627
Change-697 (-6%)
Value$417.5K (-$63.1K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares11,915 from 12,106
Change-191 (-2%)
Value$417 (-$460.6K)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares11,898 from 15,472
Change-3,574 (-23%)
Value$416.4K (-$172.4K)
Filed 2026-11-05
Directional Asset Management
INCREASED
Shares11,848 from 11,804
Change+44 (+0%)
Value$414.7K (-$34.6K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares11,820 from 11,624
Change+196 (+2%)
Value$449.9K (+$7.5K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
DECREASED
Shares11,546 from 14,208
Change-2,662 (-19%)
Value$404.1K (-$136.6K)
Filed 2026-10-13
Creekside Partners
UNCHANGED
Shares11,347 from 11,347
Change0 (0%)
Value$397.1K (-$34.7K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares11,217 from 11,218
Change-1 (0%)
Value$392.6K (-$34.4K)
Filed 2026-11-05
KCM Investment Advisors LLC
UNCHANGED
Shares10,853 from 10,853
Change0 (0%)
Value$379.9K (-$33.2K)
Filed 2026-10-27
Trust Point Inc.
UNCHANGED
Shares10,755 from 10,755
Change0 (0%)
Value$376.4K (-$32.9K)
Filed 2026-10-27
Addison Advisors LLC
UNCHANGED
Shares10,733 from 10,733
Change0 (0%)
Value$375.7K (-$32.8K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
DECREASED
Shares10,700 from 11,675
Change-975 (-8%)
Value$374.5K (-$4.1K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares9,864 from 10,485
Change-621 (-6%)
Value$345.2K (-$53.8K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares9,675 from 7,898
Change+1,777 (+23%)
Value$338.6K (+$38.0K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares9,620
Change+9,620
Value$355.5K
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares9,487 from 8,026
Change+1,461 (+18%)
Value$332.0K (+$26.6K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares9,470 from 10,648
Change-1,178 (-11%)
Value$331.5K (-$73.8K)
Filed 2026-11-06
Entrewealth, LLC
INCREASED
Shares9,268 from 9,267
Change+1 (+0%)
Value$324.4K (-$25.6K)
Filed 2026-10-14
Ehrlich Financial Group
UNCHANGED
Shares8,982 from 8,982
Change0 (0%)
Value$314.4K (-$27.5K)
Filed 2026-10-20
Apella Capital, LLC
NEW
Shares8,795
Change+8,795
Value$311.3K
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares8,709 from 8,646
Change+63 (+1%)
Value$304.8K (-$24.2K)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares8,641 from 8,613
Change+28 (+0%)
Value$302.4K (-$25.4K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares8,469
Change+8,469
Value$296.4K
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares8,429 from 8,566
Change-137 (-2%)
Value$295.0K (-$31.0K)
Filed 2026-10-15
Patten & Patten Inc
INCREASED
Shares8,200 from 7,287
Change+913 (+13%)
Value$287.0K (+$9.7K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares8,154 from 8,221
Change-67 (-1%)
Value$285.4K (-$27.5K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares7,938 from 7,920
Change+18 (+0%)
Value$277.8K (-$23.6K)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares7,855 from 7,850
Change+5 (+0%)
Value$274.9K (-$23.8K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
INCREASED
Shares7,446 from 7,342
Change+104 (+1%)
Value$260.6K (-$18.8K)
Filed 2026-10-15
Sprinkle Financial Consultants LLC
INCREASED
Shares7,386 from 7,359
Change+27 (+0%)
Value$258.5K (-$21.6K)
Filed 2026-10-09
National Wealth Management Group, LLC
DECREASED
Shares7,365 from 7,477
Change-112 (-1%)
Value$257.8K (-$26.8K)
Filed 2026-10-26
RFG Advisory, LLC
NEW
Shares7,350
Change+7,350
Value$257.3K
Filed 2026-11-03
Gateway Investment Advisers LLC
NEW
Shares7,323
Change+7,323
Value$256.3K
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares7,180 from 8,783
Change-1,603 (-18%)
Value$251.3K (-$83.0K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,045 from 7,417
Change-372 (-5%)
Value$246.6K (-$35.7K)
Filed 2026-10-13
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$245.0K (-$21.4K)
Filed 2026-10-09
Clark Asset Management, LLC
UNCHANGED
Shares6,795 from 6,795
Change0 (0%)
Value$237.8K (-$20.8K)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares6,765 from 7,355
Change-590 (-8%)
Value$241.4K (-$38.6K)
Filed 2026-10-20
Zenith Solutions, Inc.
DECREASED
Shares6,617 from 6,957
Change-340 (-5%)
Value$231.6K (-$33.2K)
Filed 2026-10-19
Burton Enright Welch
NEW
Shares6,583
Change+6,583
Value$230.4K
Filed 2026-11-04
Sovran Advisors, LLC
NEW
Shares6,461
Change+6,461
Value$235.5K
Filed 2026-11-02
Integral Investment Advisors, Inc.
UNCHANGED
Shares6,392 from 6,392
Change0 (0%)
Value$223.7K (-$19.6K)
Filed 2026-11-03
Arnold Financial Planning LLC
UNCHANGED
Shares6,341 from 6,341
Change0 (0%)
Value$221.9K (-$19.4K)
Filed 2026-10-20
Everhart Financial Group, Inc.
UNCHANGED
Shares6,061 from 6,061
Change0 (0%)
Value$212.1K (-$18.5K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares5,916 from 5,089
Change+827 (+16%)
Value$207.1K (+$13.4K)
Filed 2026-10-21
Western Financial Corp
DECREASED
Shares5,892 from 6,315
Change-423 (-7%)
Value$206.2K (-$34.1K)
Filed 2026-10-14
MBE Wealth Management, LLC
DECREASED
Shares5,877 from 6,445
Change-568 (-9%)
Value$205.7K (-$39.6K)
Filed 2026-10-26
Scheeler Financial LLC
NEW
Shares5,814
Change+5,814
Value$203.5K
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares5,637 from 5,391
Change+246 (+5%)
Value$202.9K (-$2.4K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
INCREASED
Shares5,443 from 5,439
Change+4 (+0%)
Value$190.5K (-$16.5K)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares4,927 from 4,927
Change0 (0%)
Value$172.4K (-$15.1K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares4,793 from 4,793
Change0 (0%)
Value$167.8K (-$14.7K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares4,724 from 9,448
Change-4,724 (-50%)
Value$165.3K (-$194.3K)
Filed 2026-10-30
Kings Path Partners LLC
DECREASED
Shares4,587 from 4,588
Change-1 (0%)
Value$160.5K (-$14.1K)
Filed 2026-10-21
Navigoe, LLC
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$151 (-$163.8K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares3,742 from 3,765
Change-23 (-1%)
Value$131.0K (-$12.3K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares3,340 from 87
Change+3,253 (+3739%)
Value$116.9K (+$113.6K)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$102.6K (-$9.0K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,756 from 2,756
Change0 (0%)
Value$96.5K (-$8.4K)
Filed 2026-11-02
Fairway Wealth LLC
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$86.3K (-$7.5K)
Filed 2026-10-30
Central Trust Co
INCREASED
Shares2,351 from 15
Change+2,336 (+15573%)
Value$82.3K (+$81.7K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$78.8K (-$6.9K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,212 from 2,230
Change-18 (-1%)
Value$77.4K (-$7.5K)
Filed 2026-11-03
Activest Wealth Management
INCREASED
Shares2,143 from 2,135
Change+8 (+0%)
Value$75.0K (-$6.3K)
Filed 2026-10-15
Elevate Wealth Advisory, Inc
UNCHANGED
Shares2,132 from 2,132
Change0 (0%)
Value$74.6K (-$6.5K)
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$67.1K (-$5.9K)
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$66.5K (-$5.8K)
Filed 2026-11-06
Key Capital Management, Inc
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$65.8K (-$5.8K)
Filed 2026-11-03
Chilton Capital Management LLC
NEW
Shares1,755
Change+1,755
Value$61.4K
Filed 2026-10-28
Signature Resources Capital Management, LLC
DECREASED
Shares1,675 from 1,783
Change-108 (-6%)
Value$58.6K (-$9.2K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
NEW
Shares1,585
Change+1,585
Value$55.5K
Filed 2026-11-05
Hoey Investments, Inc
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$52.6K (-$4.6K)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$48.1K (-$4.2K)
Filed 2026-10-08
Luken Investment Analytics, LLC
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$46.8K (-$4.1K)
Filed 2026-11-06
Three Bridge Wealth Advisors, LLC
NEW
Shares1,326
Change+1,326
Value$46.4K
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$43.3K (-$3.8K)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$42.4K (-$3.7K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares1,210
Change+1,210
Value$42.4K
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$41.1K (-$3.6K)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$38.1K (-$3.3K)
Filed 2026-11-03
Burk Holdings LLC
DECREASED
Shares1,011 from 1,207
Change-196 (-16%)
Value$35.4K (-$10.5K)
Filed 2026-11-05
Adirondack Trust Co
DECREASED
Shares997 from 1,080
Change-83 (-8%)
Value$34.9K (-$6.2K)
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$32.2K (-$2.8K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares854 from 630
Change+224 (+36%)
Value$29.9K (+$5.9K)
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$29.4K (-$2.6K)
Filed 2026-11-03
Align Financial, LLC
NEW
Shares759
Change+759
Value$26.6K
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares759 from 877
Change-118 (-13%)
Value$26.6K (-$6.8K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares633
Change+633
Value$22.2K
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$21.6K (-$1.9K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$20.5K (-$1.8K)
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares583
Change+583
Value$20.4K
Filed 2026-10-23
Valued Wealth Advisors LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$18.6K (-$1.6K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares527
Change+527
Value$18.4K
Filed 2026-10-29
Blue Trust, Inc.
NEW
Shares472
Change+472
Value$16.5K
Filed 2026-10-15
Prudent Man Investment Management, Inc.
NEW
Shares417
Change+417
Value$14.6K
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$14.3K (-$1.2K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.0K (-$1.2K)
Filed 2026-10-29
Essential Investment Partners LLC
NEW
Shares380
Change+380
Value$13.3K
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares368 from 367
Change+1 (+0%)
Value$12.9K (-$1.1K)
Filed 2026-11-04
Kozak & Associates, Inc.
INCREASED
Shares362 from 361
Change+1 (+0%)
Value$13.0K (-$658)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares361 from 439
Change-78 (-18%)
Value$12.6K (-$4.1K)
Filed 2026-10-30
Peachtree Investment Partners, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$12.3K (-$1.1K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares339 from 338
Change+1 (+0%)
Value$11.9K (-$988)
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares327
Change+327
Value$11.6K
Filed 2026-10-13
GGM Financial LLC
INCREASED
Shares327 from 326
Change+1 (+0%)
Value$11.4K (-$954)
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$10.4K (-$906)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares290
Change+290
Value$10.1K
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares256 from 255
Change+1 (+0%)
Value$9.0K (-$748)
Filed 2026-11-05
Midwest Capital Advisors, LLC
INCREASED
Shares215 from 214
Change+1 (+0%)
Value$7.5K (-$627)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares194 from 131
Change+63 (+48%)
Value$6.8K (+$1.8K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$6.4K (-$564)
Filed 2026-10-15
Godsey & Gibb, Inc
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$6.4K (-$557)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares171 from 170
Change+1 (+1%)
Value$6.0K (-$499)
Filed 2026-10-23
Community Bank, N.A.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$4.7K (-$410)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$4.5K (-$392)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares127 from 126
Change+1 (+1%)
Value$4.4K (-$369)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
DECREASED
Shares124 from 558
Change-434 (-78%)
Value$4.3K (-$16.9K)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$4.3K (-$373)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$3.9K (-$343)
Filed 2026-10-13
Center for Financial Planning, Inc.
INCREASED
Shares101 from 7
Change+94 (+1343%)
Value$3.5K (+$3.3K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$3.5K (-$310)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.4K (-$300)
Filed 2026-10-09
Elevation Wealth Partners, LLC
INCREASED
Shares97 from 96
Change+1 (+1%)
Value$3.4K (-$282)
Filed 2026-10-07
Morling Financial Advisors, LLC
INCREASED
Shares92 from 1
Change+91 (+9100%)
Value$3.2K (+$3.2K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares88
Change+88
Value$3.1K
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.7K (-$239)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares77 from 61
Change+16 (+26%)
Value$2.7K (+$388)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
NEW
Shares65
Change+65
Value$2.3K
Filed 2026-10-20
Financial Management Professionals, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.7K (-$147)
Filed 2026-10-23
Mosley Wealth Management
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.6K (-$112)
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.5K (-$135)
Filed 2026-10-30
Byrne Asset Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$83)
Filed 2026-10-06
Golden State Wealth Management, LLC
NEW
Shares28
Change+28
Value$980
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares27 from 26
Change+1 (+4%)
Value$930 (-$77)
Filed 2026-10-27
3 Factor Indexing, LLC
DECREASED
Shares25 from 55
Change-30 (-55%)
Value$869 (-$1.2K)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares25 from 30
Change-5 (-17%)
Value$875 (-$267)
Filed 2026-10-27
Hurley Capital, LLC
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$724 (-$60)
Filed 2026-11-05
Gen-Wealth Partners Inc
NEW
Shares19
Change+19
Value$651
Filed 2026-11-04
EPG Wealth Management LLC
NEW
Shares0
Change0
Value$3
Filed 2026-11-03
RMG Wealth Management LLC
CLOSED
Shares0 from 27,146
Change-27,146 (-100%)
Value$0 (-$689.8K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 21,888
Change-21,888 (-100%)
Value$0 (-$833.1K)
Filed 2026-10-16
Providence First Trust Co
CLOSED
Shares0 from 17,865
Change-17,865 (-100%)
Value$0 (-$679.9K)
Filed 2026-11-02
Noesis Capital Mangement Corp
CLOSED
Shares0 from 10,850
Change-10,850 (-100%)
Value$0 (-$413.0K)
Filed 2026-10-26
Ethic Inc.
CLOSED
Shares0 from 9,922
Change-9,922 (-100%)
Value$0 (-$377.6K)
Filed 2026-11-03
Independence Wealth Advisors, LLC
CLOSED
Shares0 from 6,887
Change-6,887 (-100%)
Value$0 (-$262.1K)
Filed 2026-10-29
Park Avenue Securities LLC
CLOSED
Shares0 from 6,386
Change-6,386 (-100%)
Value$0 (-$243.0K)
Filed 2026-10-26
Factor Wealth Management LTD
CLOSED
Shares0 from 6,020
Change-6,020 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-08
MCF Advisors LLC
CLOSED
Shares0 from 5,771
Change-5,771 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 5,504
Change-5,504 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-16
Builder Investment Group Inc
CLOSED
Shares0 from 5,411
Change-5,411 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,904
Change-4,904 (-100%)
Value$0 (-$186.6K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 3,057
Change-3,057 (-100%)
Value$0 (-$114.8K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 2,947
Change-2,947 (-100%)
Value$0 (-$112.2K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,610
Change-1,610 (-100%)
Value$0 (-$61.3K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-13
CrossGen Wealth, LLC
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$10.6K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-20
Signature Equity Partners, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
RHL Group, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$418)
Filed 2026-11-04
Charles Schwab Investment Management Inc
N/A
Shares— from 137,214,468
Change-137,214,468 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,896,380
Change-2,896,380 (-100%)
Value—
Boulay Financial Advisors, LLC
N/A
Shares— from 2,689,045
Change-2,689,045 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,495,260
Change-1,495,260 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 1,174,381
Change-1,174,381 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,132,677
Change-1,132,677 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 961,088
Change-961,088 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 907,290
Change-907,290 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 803,306
Change-803,306 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 598,617
Change-598,617 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 558,855
Change-558,855 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 551,284
Change-551,284 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 524,112
Change-524,112 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 470,018
Change-470,018 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 457,746
Change-457,746 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 424,289
Change-424,289 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 359,618
Change-359,618 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 356,163
Change-356,163 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 298,409
Change-298,409 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 277,675
Change-277,675 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 270,185
Change-270,185 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 238,430
Change-238,430 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 220,136
Change-220,136 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 215,745
Change-215,745 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 212,362
Change-212,362 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 200,581
Change-200,581 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 185,554
Change-185,554 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 180,275
Change-180,275 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 176,941
Change-176,941 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 173,342
Change-173,342 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 169,974
Change-169,974 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 166,945
Change-166,945 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 159,754
Change-159,754 (-100%)
Value—
FMR LLC
N/A
Shares— from 151,447
Change-151,447 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 127,354
Change-127,354 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 122,200
Change-122,200 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 106,753
Change-106,753 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 97,454
Change-97,454 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 93,414
Change-93,414 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 82,702
Change-82,702 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 79,561
Change-79,561 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 69,451
Change-69,451 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 68,812
Change-68,812 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 67,948
Change-67,948 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,824
Change-67,824 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 61,580
Change-61,580 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,337
Change-61,337 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,665
Change-60,665 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 59,039
Change-59,039 (-100%)
Value—
Betterment LLC
N/A
Shares— from 56,615
Change-56,615 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 52,366
Change-52,366 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 50,173
Change-50,173 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 49,812
Change-49,812 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 48,602
Change-48,602 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 46,444
Change-46,444 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 45,229
Change-45,229 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 44,460
Change-44,460 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 44,131
Change-44,131 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 43,417
Change-43,417 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 40,561
Change-40,561 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 40,438
Change-40,438 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 39,515
Change-39,515 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,030
Change-38,030 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,626
Change-37,626 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 35,845
Change-35,845 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,528
Change-35,528 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 35,288
Change-35,288 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 34,427
Change-34,427 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,725
Change-32,725 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 32,636
Change-32,636 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,788
Change-31,788 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 30,892
Change-30,892 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 29,136
Change-29,136 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 27,905
Change-27,905 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 27,462
Change-27,462 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 26,456
Change-26,456 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 26,239
Change-26,239 (-100%)
Value—
Stephens Inc
N/A
Shares— from 25,804
Change-25,804 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 24,432
Change-24,432 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,959
Change-23,959 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23,588
Change-23,588 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 23,472
Change-23,472 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 23,356
Change-23,356 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 22,626
Change-22,626 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 22,292
Change-22,292 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 21,854
Change-21,854 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21,607
Change-21,607 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 21,581
Change-21,581 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 20,567
Change-20,567 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 19,538
Change-19,538 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 19,292
Change-19,292 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,531
Change-18,531 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 18,298
Change-18,298 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 15,777
Change-15,777 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 15,219
Change-15,219 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,594
Change-13,594 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,553
Change-13,553 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 13,453
Change-13,453 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 13,244
Change-13,244 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,154
Change-13,154 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 13,039
Change-13,039 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 12,269
Change-12,269 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 12,008
Change-12,008 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,629
Change-11,629 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 9,762
Change-9,762 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,854
Change-7,854 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 7,559
Change-7,559 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 770
Change-770 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 496
Change-496 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 490
Change-490 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 410
Change-410 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 395
Change-395 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 330
Change-330 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 260
Change-260 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 222
Change-222 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 191
Change-191 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 148
Change-148 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 44
Change-44 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 44
Change-44 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12
Change-12 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Steele Capital Management, Inc.
INCREASED2,177,5082,176,267+1,241+0%$82.8M$76.2M-$6.6M2026-11-02
Prairiewood Capital, LLC
INCREASED2,170,3162,088,254+82,062+4%$79.5M$76.0M-$3.5M2026-10-16
Clearstead Advisors, LLC
INCREASED2,070,1811,971,498+98,683+5%$75.0M$72.5M-$2.6M2026-11-06
Vantagepoint Investment Advisers LLC
DECREASED1,356,3551,444,411-88,056-6%$55.0M$47.5M-$7.5M2026-10-26
Moller Wealth Partners
INCREASED1,238,3571,229,114+9,243+1%$46.8M$43.3M-$3.4M2026-10-15
Wealth Forward, LLC
INCREASED1,153,317603,841+549,476+91%$23.0M$40.4M+$17.4M2026-10-14
Solitude Financial Services
INCREASED1,057,1891,046,847+10,342+1%$39.8M$37.0M-$2.8M2026-10-26
First Pacific Financial
DECREASED877,254885,996-8,742-1%$33.7M$30.7M-$3.0M2026-10-14
AlphaCore Capital LLC
DECREASED773,371800,230-26,859-3%$30.5M$27.1M-$3.4M2026-11-04
Resonant Capital Advisors, LLC
DECREASED757,337763,063-5,726-1%$29.0M$26.5M-$2.5M2026-10-15
Savant Capital, LLC
DECREASED671,891732,553-60,662-8%$26.4M$23.5M-$2.9M2026-11-06
Gemmer Asset Management LLC
INCREASED666,955656,112+10,843+2%$25.0M$23.3M-$1.6M2026-10-16
Trilogy Capital Inc.
INCREASED632,316622,642+9,674+2%$23.7M$22.1M-$1.6M2026-10-20
Creative Planning
INCREASED498,383485,593+12,790+3%$18.5M$17.4M-$1.0M2026-11-02
Bell Investment Advisors, Inc
INCREASED449,367442,641+6,726+2%$16.8M$15.7M-$1.1M2026-10-29
Collective Family Office LLC
DECREASED382,799390,724-7,925-2%$14.9M$13.4M-$1.5M2026-10-05
Shore Point Advisors, LLC
DECREASED378,476386,724-8,248-2%$8.8M$8.4M-$414.0K2026-10-14
LPL Financial LLC
DECREASED361,781367,791-6,010-2%$14.0M$12.7M-$1.3M2026-11-06
Grey Ledge Advisors, LLC
INCREASED334,382332,827+1,555+0%$12.7M$11.7M-$963.7K2026-11-02
Sound Stewardship, LLC
INCREASED328,816321,406+7,410+2%$12.2M$11.5M-$724.2K2026-10-14
Johnson Bixby & Associates, LLC
INCREASED319,177307,499+11,678+4%$11.7M$11.2M-$532.2K2026-10-14
HB Wealth Management, LLC
INCREASED315,35429,595+285,759+966%$1.1M$11.0M+$9.9M2026-10-23
Charles Schwab Trust Co
DECREASED280,959431,168-150,209-35%$16.4M$9.8M-$6.6M2026-10-15
Arlington Financial Advisors, LLC
DECREASED278,113281,940-3,827-1%$10.7M$9.7M-$996.7K2026-10-19
Accredited Investors Inc.
DECREASED256,432266,452-10,020-4%$10.1M$9.0M-$1.2M2026-11-03
Your Advocates Ltd., LLP
DECREASED206,936207,650-7140%$7.9M$7.2M-$660.4K2026-11-03
Reston Wealth Management LLC
INCREASED206,110195,627+10,483+5%$7.4M$7.2M-$231.7K2026-10-29
Cabot Wealth Management Inc
INCREASED188,244175,158+13,086+7%$6.7M$6.6M-$78.0K2026-11-05
Kathmere Capital Management, LLC
DECREASED154,546155,475-929-1%$5.9M$5.4M-$508.3K2026-10-20
Northland Capital Management LLC
INCREASED147,898144,466+3,432+2%$5.5M$5.2M-$321.9K2026-10-15
Capital Advantage, Inc.
INCREASED142,026138,467+3,559+3%$5.3M$5.0M-$299.2K2026-10-14
Founders Capital Management
INCREASED141,315140,492+823+1%$5.3M$4.9M-$401.1K2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED139,424139,396+28+0%$5.3M$4.9M-$425.6K2026-10-15
KRM Wealth Management L.L.C.
INCREASED137,223134,251+2,972+2%$5.1M$4.8M-$306.8K2026-11-02
Integrity Alliance, Llc.
INCREASED134,447131,940+2,507+2%$5.0M$4.7M-$316.0K2026-10-29
Waterfront Wealth Inc.
INCREASED127,068120,560+6,508+5%$4.5M$4.5M+$27.1K2026-11-03
Womack Financial LLC
INCREASED124,830120,674+4,156+3%$4.6M$4.4M-$223.8K2026-10-14
Manske Wealth Management
DECREASED117,976125,370-7,394-6%$4.8M$4.1M-$642.4K2026-10-26
Commonwealth Equity Services, LLC
DECREASED108,685113,211-4,526-4%$4.3M$3.8M-$504.8K2026-11-02
IFP Advisors, Inc
INCREASED100,73395,067+5,666+6%$3.6M$3.5M-$92.6K2026-10-16
Sowell Financial Services LLC
DECREASED99,173104,966-5,793-6%$4.0M$3.5M-$524.0K2026-10-23
Kaizen Financial Strategies
INCREASED95,51258,170+37,342+64%$2.2M$3.3M+$1.1M2026-10-09
10Elms LLP
DECREASED94,38896,609-2,221-2%$3.7M$3.3M-$373.4K2026-11-06
Mather Group, Llc.
INCREASED94,03493,623+411+0%$3.6M$3.3M-$272.1K2026-10-14
Breakwater Capital Group
INCREASED93,70686,975+6,731+8%$3.3M$3.3M-$30.6K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED92,14089,617+2,523+3%$3.4M$3.3M-$77.6K2026-10-13
Apollon Wealth Management, LLC
INCREASED89,90581,681+8,224+10%$3.1M$3.1M+$37.9K2026-10-23
Lido Advisors, LLC
INCREASED87,46184,899+2,562+3%$3.2M$3.1M-$170.1K2026-11-04
Farther Finance Advisors, LLC
INCREASED84,90383,154+1,749+2%$3.2M$3.0M-$193.2K2026-10-08
Cutler Investment Counsel LLC
DECREASED80,48281,394-912-1%$3.1M$2.8M-$281.0K2026-10-28
Winter & Associates, Inc.
DECREASED78,71881,709-2,991-4%$3.1M$2.8M-$302.8K2026-10-23
Argos Wealth Advisors, LLC
DECREASED77,87880,417-2,539-3%$3.1M$2.7M-$335.0K2026-11-02
First Affirmative Financial Network
NEW76,018—+76,018——$2.7M—2026-10-21
Meridian Investment Counsel Inc.
INCREASED73,29169,487+3,804+5%$2.6M$2.6M-$79.5K2026-10-14
Alpha Omega Wealth Management LLC
INCREASED72,65969,670+2,989+4%$2.7M$2.5M-$108.6K2026-10-23
Verum Partners LLC
DECREASED66,66299,237-32,575-33%$3.8M$2.3M-$1.4M2026-10-21
Yoder Wealth Management, Inc.
DECREASED65,34676,504-11,158-15%$2.9M$2.3M-$624.6K2026-10-13
Krilogy Financial LLC
INCREASED64,45063,261+1,189+2%$2.4M$2.3M-$113.3K2026-10-13
Cedar Point Capital Partners, LLC
INCREASED64,35063,138+1,212+2%$2.4M$2.3M-$150.8K2026-10-29
BCS Wealth Management
DECREASED61,03561,195-1600%$2.3M$2.1M-$192.9K2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED60,42156,698+3,723+7%$2.2M$2.1M-$43.2K2026-10-08
Kestra Advisory Services, LLC
INCREASED58,94853,100+5,848+11%$2.0M$2.1M+$42.2K2026-11-02
Birchwood Financial Partners, Inc.
INCREASED58,89552,750+6,145+12%$2.0M$2.1M+$53.6K2026-11-02
Williams Financial, LLC
INCREASED58,50157,377+1,124+2%$2.2M$2.0M-$136.3K2026-10-19
McGrath & Associates, Inc.
DECREASED57,78658,331-545-1%$2.2M$2.0M-$197.6K2026-10-27
Asset Allocation Strategies LLC
DECREASED56,86487,059-30,195-35%$3.3M$2.0M-$1.3M2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED54,14941,787+12,362+30%$1.6M$1.9M+$304.8K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED52,31550,113+2,202+4%$1.9M$1.8K-$1.9M2026-11-02
McAdam, LLC
DECREASED51,19453,014-1,820-3%$2.0M$1.8M-$225.9K2026-10-21
Guardian Financial Partners, LLC
INCREASED47,65944,786+2,873+6%$1.7M$1.7M-$36.5K2026-11-04
Pension & Wealth Management Advisors, Inc.
DECREASED43,87944,176-297-1%$1.7M$1.5M-$145.6K2026-10-16
Vicus Capital
DECREASED42,81243,814-1,002-2%$1.7M$1.5M-$169.2K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED41,66241,526+136+0%$1.6M$1.5M-$122.3K2026-10-16
Howard Financial Services, Ltd.
INCREASED39,81539,730+85+0%$1.5M$1.4M-$118.6K2026-10-15
Cambridge Advisors Inc.
INCREASED38,93038,836+94+0%$1.5M$1.4M-$115.6K2026-10-19
Thrivent Financial for Lutherans
DECREASED38,77540,885-2,110-5%$1.6M$1.4K-$1.6M2026-11-05
Financial Architects, LLC
DECREASED38,11038,395-285-1%$1.5M$1.3M-$127.5K2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED37,68637,68600%$1.4M$1.3M-$115.3K2026-10-23
CGN Advisors LLC
DECREASED34,80634,978-1720%$1.3M$1.2M-$113.1K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED34,09034,09000%$1.3M$1.2M-$104.3K2026-10-27
Red Mountain Financial, LLC
DECREASED33,96434,382-418-1%$1.3M$1.2M-$119.8K2026-11-03
BFI Wealth Solutions, LLC
DECREASED33,35236,748-3,396-9%$1.4M$1.2M-$216.6K2026-10-16
Asset Dedication, LLC
DECREASED29,64533,841-4,196-12%$1.3M$1.0M-$250.4K2026-11-03
Fifth Third Bancorp
INCREASED29,15128,636+515+2%$1.1M$1.0M-$69.6K2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED27,75819,807+7,951+40%$753.9K$971.5K+$217.7K2026-10-30
ProVise Management Group, LLC
DECREASED27,08928,165-1,076-4%$1.1M$948.1K-$123.8K2026-11-06
Larson Financial Group LLC
INCREASED25,92714,138+11,789+83%$538.1K$907.4K+$369.3K2026-11-05
Lakewood Asset Management LLC
DECREASED25,80631,796-5,990-19%$1.2M$903.2K-$307.0K2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED25,38025,38000%$966.0K$888.3K-$77.7K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED24,79623,959+837+3%$911.9K$867.9K-$44.0K2026-10-13
Modera Wealth Management, LLC
INCREASED24,46923,956+513+2%$911.8K$856.4K-$55.4K2026-10-28
True North Advisors, LLC
INCREASED23,67123,454+217+1%$892.7K$828.5K-$64.2K2026-10-22
Vise Technologies, Inc.
INCREASED23,27622,330+946+4%$849.9K$814.6K-$35.2K2026-10-29
Harbor Asset Planning, Inc.
DECREASED22,96028,471-5,511-19%$1.1M$803.7K-$280.0K2026-10-23
Austin Wealth Management, LLC
DECREASED22,51723,722-1,205-5%$893.1K$800.7K-$92.4K2026-11-06
Clarity Capital Advisors, LLC
INCREASED21,98521,903+82+0%$833.6K$769.5K-$64.1K2026-10-27
Townsend Asset Management Corp
INCREASED21,54221,528+14+0%$819.3K$754.0K-$65.4K2026-10-29
Axxcess Wealth Management, LLC
INCREASED21,19120,184+1,007+5%$768.2K$741.7K-$26.5K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED20,99319,089+1,904+10%$726.5K$734.8K+$8.2K2026-10-13
Wingate Wealth Advisors, Inc.
DECREASED20,87521,234-359-2%$808.2K$730.6K-$77.5K2026-10-26
Capital Investment Advisors, LLC
INCREASED20,39218,609+1,783+10%$708.3K$713.7K+$5.5K2026-10-22
Quadcap Wealth Management, LLC
UNCHANGED20,18020,18000%$768.1K$706.3K-$61.8K2026-11-02
Clay Northam Wealth Management, LLC
DECREASED19,29519,320-250%$735.3K$675.3K-$60.0K2026-10-13
Fisher Asset Management, LLC
INCREASED18,94617,629+1,317+7%$671.0K$663.1K-$7.8K2026-11-06
J. L. Bainbridge & Co., Inc.
UNCHANGED18,53018,53000%$705.3K$648.6K-$56.7K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED18,33018,578-248-1%$707.1K$641.6K-$65.5K2026-10-30
Werba Rubin Papier Wealth Management
INCREASED18,27818,210+68+0%$693.1K$639.7K-$53.3K2026-11-06
Lodestar Private Asset Management LLC
DECREASED18,16218,950-788-4%$721.2K$635.7K-$85.6K2026-10-26
CWA Asset Management Group, LLC
INCREASED17,84414,201+3,643+26%$540.5K$624.6K+$84.1K2026-10-19
Chicago Partners Investment Group LLC
DECREASED17,65318,532-879-5%$690.3K$629.7K-$60.7K2026-10-27
Cambridge Financial Group, LLC
UNCHANGED17,62117,62100%$670.7K$670.7K$02026-10-06
Truist Financial Corp
INCREASED17,37316,785+588+4%$638.8K$608.1K-$30.8K2026-10-30
Warner Financial, Inc
DECREASED17,10518,319-1,214-7%$697.2K$598.7K-$98.6K2026-11-06
Tandem Capital Management Corp
INCREASED16,95316,810+143+1%$639.8K$593.3K-$46.5K2026-10-22
Financial Synergies Wealth Advisors, Inc.
DECREASED16,85317,030-177-1%$648.2K$589.9K-$58.3K2026-10-16
Focus Financial Network, Inc.
DECREASED16,66519,209-2,544-13%$731.1K$583.3K-$147.8K2026-10-14
Old National Bancorp
DECREASED16,39418,596-2,202-12%$707.8K$573.8K-$134.0K2026-10-20
Bailard, Inc.
UNCHANGED16,35316,35300%$622.4K$572.4K-$50.0K2026-10-13
Brighton Jones LLC
DECREASED16,32516,747-422-3%$637.4K$571.4K-$66.0K2026-11-03
Cidel Asset Management Inc
UNCHANGED16,09116,09100%$612.4K$563.2K-$49.2K2026-10-29
PFG Advisors
INCREASED16,01714,531+1,486+10%$553.0K$560.6K+$7.5K2026-10-16
Sowa Financial Group, Inc.
DECREASED15,21015,489-279-2%$590.0K$532-$589.5K2026-10-26
CoreCap Advisors, LLC
INCREASED15,0529,812+5,240+53%$373.4K$526.8K+$153.4K2026-10-08
DDD Partners, LLC
INCREASED15,04414,912+132+1%$567.5K$526.5K-$41.0K2026-11-02
Root Financial Partners, LLC
INCREASED14,83514,251+584+4%$542.4K$519.2K-$23.2K2026-10-21
Opus Capital Group, LLC
DECREASED14,68514,990-305-2%$571.0K$514-$570.5K2026-10-30
Tempus Wealth Planning, LLC
DECREASED14,29520,717-6,422-31%$788.5K$500.3K-$288.2K2026-10-14
Mission Wealth Management, LP
DECREASED14,23237,790-23,558-62%$1.4M$498.1K-$940.1K2026-10-15
Perigon Wealth Management, LLC
DECREASED13,97314,092-119-1%$536.4K$489.1K-$47.3K2026-10-22
Cornerstone Wealth Group, LLC
UNCHANGED13,20313,20300%$502.5K$462.1K-$40.4K2026-11-02
BXM Wealth LLC
INCREASED13,1858,505+4,680+55%$323.7K$461.5K+$137.8K2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED13,03613,03600%$496.2K$456.3K-$39.9K2026-10-28
Wedmont Private Capital
INCREASED12,98912,874+115+1%$481.8K$461.9K-$19.9K2026-10-09
Plan A Wealth LLC
INCREASED12,77310,358+2,415+23%$394.2K$447.1K+$52.8K2026-10-08
Boyce & Associates Wealth Consulting, Inc.
DECREASED12,55813,566-1,008-7%$516.3K$439.5K-$76.8K2026-10-14
Baker Ellis Asset Management LLC
UNCHANGED12,55212,55200%$477.7K$439.3K-$38.4K2026-10-14
Auxano Advisors, LLC
INCREASED12,49312,447+46+0%$473.7K$437.3K-$36.4K2026-11-06
Mengis Capital Management, Inc.
DECREASED11,93012,627-697-6%$480.6K$417.5K-$63.1K2026-10-13
Appleton Partners Inc
DECREASED11,91512,106-191-2%$461.0K$417-$460.6K2026-10-30
US Bancorp \de\
DECREASED11,89815,472-3,574-23%$588.9K$416.4K-$172.4K2026-11-05
Directional Asset Management
INCREASED11,84811,804+44+0%$449.3K$414.7K-$34.6K2026-10-22
Allworth Financial LP
INCREASED11,82011,624+196+2%$442.4K$449.9K+$7.5K2026-11-06
Fiduciary Financial Group, LLC
DECREASED11,54614,208-2,662-19%$540.8K$404.1K-$136.6K2026-10-13
Creekside Partners
UNCHANGED11,34711,34700%$431.9K$397.1K-$34.7K2026-11-04
Bank of New York Mellon Corp
DECREASED11,21711,218-10%$427.0K$392.6K-$34.4K2026-11-05
KCM Investment Advisors LLC
UNCHANGED10,85310,85300%$413.1K$379.9K-$33.2K2026-10-27
Trust Point Inc.
UNCHANGED10,75510,75500%$409.3K$376.4K-$32.9K2026-10-27
Addison Advisors LLC
UNCHANGED10,73310,73300%$408.5K$375.7K-$32.8K2026-11-06
SAX Wealth Advisors, LLC
DECREASED10,70011,675-975-8%$378.6K$374.5K-$4.1K2026-10-13
HUB Investment Partners, LLC
DECREASED9,86410,485-621-6%$399.1K$345.2K-$53.8K2026-11-03
Facet Wealth, Inc.
INCREASED9,6757,898+1,777+23%$300.6K$338.6K+$38.0K2026-11-04
StoneX Group Inc.
NEW9,620—+9,620——$355.5K—2026-11-03
Smith Salley Wealth Management
INCREASED9,4878,026+1,461+18%$305.5K$332.0K+$26.6K2026-11-03
PNC Financial Services Group, Inc.
DECREASED9,47010,648-1,178-11%$405.3K$331.5K-$73.8K2026-11-06
Entrewealth, LLC
INCREASED9,2689,267+1+0%$349.9K$324.4K-$25.6K2026-10-14
Ehrlich Financial Group
UNCHANGED8,9828,98200%$341.9K$314.4K-$27.5K2026-10-20
Apella Capital, LLC
NEW8,795—+8,795——$311.3K—2026-10-08
Abound Wealth Management
INCREASED8,7098,646+63+1%$329.1K$304.8K-$24.2K2026-10-26
BIP Wealth, LLC
INCREASED8,6418,613+28+0%$327.8K$302.4K-$25.4K2026-10-22
Ascentis Independent Advisors
NEW8,469—+8,469——$296.4K—2026-11-03
Patriot Investment Management Group, Inc.
DECREASED8,4298,566-137-2%$326.0K$295.0K-$31.0K2026-10-15
Patten & Patten Inc
INCREASED8,2007,287+913+13%$277.3K$287.0K+$9.7K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED8,1548,221-67-1%$312.9K$285.4K-$27.5K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED7,9387,920+18+0%$301.4K$277.8K-$23.6K2026-10-21
Evergreen Capital Management LLC
INCREASED7,8557,850+5+0%$298.8K$274.9K-$23.8K2026-10-23
Cherry Tree Wealth Management, LLC
INCREASED7,4467,342+104+1%$279.4K$260.6K-$18.8K2026-10-15
Sprinkle Financial Consultants LLC
INCREASED7,3867,359+27+0%$280.1K$258.5K-$21.6K2026-10-09
National Wealth Management Group, LLC
DECREASED7,3657,477-112-1%$284.6K$257.8K-$26.8K2026-10-26
RFG Advisory, LLC
NEW7,350—+7,350——$257.3K—2026-11-03
Gateway Investment Advisers LLC
NEW7,323—+7,323——$256.3K—2026-10-13
Parallel Advisors, LLC
DECREASED7,1808,783-1,603-18%$334.3K$251.3K-$83.0K2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED7,0457,417-372-5%$282.3K$246.6K-$35.7K2026-10-13
Williams & Novak Wealth Management, LLC
UNCHANGED7,0007,00000%$266.4K$245.0K-$21.4K2026-10-09
Clark Asset Management, LLC
UNCHANGED6,7956,79500%$258.6K$237.8K-$20.8K2026-10-19
Quadrant Capital Group LLC
DECREASED6,7657,355-590-8%$279.9K$241.4K-$38.6K2026-10-20
Zenith Solutions, Inc.
DECREASED6,6176,957-340-5%$264.8K$231.6K-$33.2K2026-10-19
Burton Enright Welch
NEW6,583—+6,583——$230.4K—2026-11-04
Sovran Advisors, LLC
NEW6,461—+6,461——$235.5K—2026-11-02
Integral Investment Advisors, Inc.
UNCHANGED6,3926,39200%$243.3K$223.7K-$19.6K2026-11-03
Arnold Financial Planning LLC
UNCHANGED6,3416,34100%$241.3K$221.9K-$19.4K2026-10-20
Everhart Financial Group, Inc.
UNCHANGED6,0616,06100%$230.7K$212.1K-$18.5K2026-10-08
Assetmark, Inc
INCREASED5,9165,089+827+16%$193.7K$207.1K+$13.4K2026-10-21
Western Financial Corp
DECREASED5,8926,315-423-7%$240.3K$206.2K-$34.1K2026-10-14
MBE Wealth Management, LLC
DECREASED5,8776,445-568-9%$245.3K$205.7K-$39.6K2026-10-26
Scheeler Financial LLC
NEW5,814—+5,814——$203.5K—2026-10-13
Prospera Financial Services Inc
INCREASED5,6375,391+246+5%$205.2K$202.9K-$2.4K2026-11-04
Dhjj Financial Advisors, Ltd.
INCREASED5,4435,439+4+0%$207.0K$190.5K-$16.5K2026-10-23
Signaturefd, LLC
UNCHANGED4,9274,92700%$187.5K$172.4K-$15.1K2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED4,7934,79300%$182.4K$167.8K-$14.7K2026-11-04
Kelleher Financial Advisors
DECREASED4,7249,448-4,724-50%$359.6K$165.3K-$194.3K2026-10-30
Kings Path Partners LLC
DECREASED4,5874,588-10%$174.6K$160.5K-$14.1K2026-10-21
Navigoe, LLC
UNCHANGED4,3164,31600%$164.0K$151-$163.8K2026-11-04
Creative Financial Designs Inc
DECREASED3,7423,765-23-1%$143.3K$131.0K-$12.3K2026-11-04
Russell Investments Group, Ltd.
INCREASED3,34087+3,253+3739%$3.3K$116.9K+$113.6K2026-11-06
Arlington Trust Co LLC
UNCHANGED2,9302,93000%$111.5K$102.6K-$9.0K2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED2,7562,75600%$104.9K$96.5K-$8.4K2026-11-02
Fairway Wealth LLC
UNCHANGED2,4662,46600%$93.9K$86.3K-$7.5K2026-10-30
Central Trust Co
INCREASED2,35115+2,336+15573%$571$82.3K+$81.7K2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED2,2502,25000%$85.6K$78.8K-$6.9K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED2,2122,230-18-1%$84.9K$77.4K-$7.5K2026-11-03
Activest Wealth Management
INCREASED2,1432,135+8+0%$81.3K$75.0K-$6.3K2026-10-15
Elevate Wealth Advisory, Inc
UNCHANGED2,1322,13200%$81.1K$74.6K-$6.5K2026-10-29
Valley National Advisers Inc
UNCHANGED1,9171,91700%$73.0K$67.1K-$5.9K2026-10-23
UMB Bank, n.a.
UNCHANGED1,9001,90000%$72.3K$66.5K-$5.8K2026-11-06
Key Capital Management, Inc
UNCHANGED1,8801,88000%$71.6K$65.8K-$5.8K2026-11-03
Chilton Capital Management LLC
NEW1,755—+1,755——$61.4K—2026-10-28
Signature Resources Capital Management, LLC
DECREASED1,6751,783-108-6%$67.9K$58.6K-$9.2K2026-10-16
MidAtlantic Capital Management, Inc.
NEW1,585—+1,585——$55.5K—2026-11-05
Hoey Investments, Inc
UNCHANGED1,5041,50400%$57.2K$52.6K-$4.6K2026-10-29
Gamma Investing LLC
UNCHANGED1,3751,37500%$52.3K$48.1K-$4.2K2026-10-08
Luken Investment Analytics, LLC
UNCHANGED1,3361,33600%$50.8K$46.8K-$4.1K2026-11-06
Three Bridge Wealth Advisors, LLC
NEW1,326—+1,326——$46.4K—2026-11-05
PFS Partners, LLC
UNCHANGED1,2371,23700%$47.1K$43.3K-$3.8K2026-10-21
McCarley & Cook Financial Planners
UNCHANGED1,2111,21100%$46.1K$42.4K-$3.7K2026-10-21
Balance Wealth Partners LLC
NEW1,210—+1,210——$42.4K—2026-10-27
Bfsg, LLC
UNCHANGED1,1741,17400%$44.7K$41.1K-$3.6K2026-10-30
Financial Perspectives, Inc
UNCHANGED1,0881,08800%$41.4K$38.1K-$3.3K2026-11-03
Burk Holdings LLC
DECREASED1,0111,207-196-16%$45.9K$35.4K-$10.5K2026-11-05
Adirondack Trust Co
DECREASED9971,080-83-8%$41.1K$34.9K-$6.2K2026-10-14
Cdkv Holdings LLC
UNCHANGED91991900%$35.0K$32.2K-$2.8K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED854630+224+36%$24.0K$29.9K+$5.9K2026-10-27
Hamilton Point Investment Advisors, LLC
UNCHANGED84084000%$32.0K$29.4K-$2.6K2026-11-03
Align Financial, LLC
NEW759—+759——$26.6K—2026-10-16
Compass Financial Management LLC
DECREASED759877-118-13%$33.4K$26.6K-$6.8K2026-10-30
Nova Financial LLC
NEW633—+633——$22.2K—2026-11-04
Lodestone Wealth Management LLC
UNCHANGED61861800%$23.5K$21.6K-$1.9K2026-10-14
Key FInancial Inc
UNCHANGED58758700%$22.3K$20.5K-$1.8K2026-11-02
Mainstream Capital Management LLC
NEW583—+583——$20.4K—2026-10-23
Valued Wealth Advisors LLC
UNCHANGED53153100%$20.2K$18.6K-$1.6K2026-11-05
Next Level Wealth Planning, LLC
NEW527—+527——$18.4K—2026-10-29
Blue Trust, Inc.
NEW472—+472——$16.5K—2026-10-15
Prudent Man Investment Management, Inc.
NEW417—+417——$14.6K—2026-11-03
First Bancorp, Inc
UNCHANGED40840800%$15.5K$14.3K-$1.2K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED40040000%$15.2K$14.0K-$1.2K2026-10-29
Essential Investment Partners LLC
NEW380—+380——$13.3K—2026-10-27
Citigroup Inc
INCREASED368367+1+0%$14.0K$12.9K-$1.1K2026-11-04
Kozak & Associates, Inc.
INCREASED362361+1+0%$13.7K$13.0K-$6582026-10-29
Spire Wealth Management
DECREASED361439-78-18%$16.7K$12.6K-$4.1K2026-10-30
Peachtree Investment Partners, LLC
UNCHANGED35135100%$13.4K$12.3K-$1.1K2026-11-05
Downshift Financial, LLC
INCREASED339338+1+0%$12.8K$11.9K-$9882026-10-13
Rydar Equities, Inc.
NEW327—+327——$11.6K—2026-10-13
GGM Financial LLC
INCREASED327326+1+0%$12.4K$11.4K-$9542026-11-05
High Note Wealth, LLC
UNCHANGED29629600%$11.3K$10.4K-$9062026-10-27
Team Financial Group, LLC
NEW290—+290——$10.1K—2026-10-30
Archer Investment Corp
INCREASED256255+1+0%$9.7K$9.0K-$7482026-11-05
Midwest Capital Advisors, LLC
INCREASED215214+1+0%$8.1K$7.5K-$6272026-11-04
Jnba Financial Advisors
INCREASED194131+63+48%$5.0K$6.8K+$1.8K2026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED18418400%$7.0K$6.4K-$5642026-10-15
Godsey & Gibb, Inc
UNCHANGED18218200%$6.9K$6.4K-$5572026-10-14
Financial Consulate, Inc
INCREASED171170+1+1%$6.5K$6.0K-$4992026-10-23
Community Bank, N.A.
UNCHANGED13413400%$5.1K$4.7K-$4102026-11-06
Nfsg Corp
UNCHANGED12812800%$4.9K$4.5K-$3922026-10-15
Buck Wealth Strategies, LLC
INCREASED127126+1+1%$4.8K$4.4K-$3692026-10-28
DiNuzzo Private Wealth, Inc.
DECREASED124558-434-78%$21.2K$4.3K-$16.9K2026-10-16
Main Street Group, LTD
UNCHANGED12212200%$4.6K$4.3K-$3732026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED11211200%$4.3K$3.9K-$3432026-10-13
Center for Financial Planning, Inc.
INCREASED1017+94+1343%$267$3.5K+$3.3K2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED10110100%$3.8K$3.5K-$3102026-10-16
Trust Co
UNCHANGED989800%$3.7K$3.4K-$3002026-10-09
Elevation Wealth Partners, LLC
INCREASED9796+1+1%$3.7K$3.4K-$2822026-10-07
Morling Financial Advisors, LLC
INCREASED921+91+9100%$33$3.2K+$3.2K2026-10-28
Latitude Advisors, LLC
NEW88—+88——$3.1K—2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED787800%$3.0K$2.7K-$2392026-10-09
Rossby Financial, LCC
INCREASED7761+16+26%$2.3K$2.7K+$3882026-11-05
Owl Creek Wealth Partners LLC
NEW65—+65——$2.3K—2026-10-20
Financial Management Professionals, Inc.
UNCHANGED484800%$1.8K$1.7K-$1472026-10-23
Mosley Wealth Management
UNCHANGED464600%$1.8K$1.6K-$1122026-10-16
Cordgrass Capital Advisors, LLC
UNCHANGED444400%$1.7K$1.5K-$1352026-10-30
Byrne Asset Management LLC
UNCHANGED303000%$1.1K$1.1K-$832026-10-06
Golden State Wealth Management, LLC
NEW28—+28——$980—2026-11-02
Parkside Financial Bank & Trust
INCREASED2726+1+4%$1.0K$930-$772026-10-27
3 Factor Indexing, LLC
DECREASED2555-30-55%$2.1K$869-$1.2K2026-10-15
Bokf, NA
DECREASED2530-5-17%$1.1K$875-$2672026-10-27
Hurley Capital, LLC
DECREASED2021-1-5%$784$724-$602026-11-05
Gen-Wealth Partners Inc
NEW19—+19——$651—2026-11-04
EPG Wealth Management LLC
NEW0—0——$3—2026-11-03
RMG Wealth Management LLC
CLOSED027,146-27,146-100%$689.8K$0-$689.8K2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED021,888-21,888-100%$833.1K$0-$833.1K2026-10-16
Providence First Trust Co
CLOSED017,865-17,865-100%$679.9K$0-$679.9K2026-11-02
Noesis Capital Mangement Corp
CLOSED010,850-10,850-100%$413.0K$0-$413.0K2026-10-26
Ethic Inc.
CLOSED09,922-9,922-100%$377.6K$0-$377.6K2026-11-03
Independence Wealth Advisors, LLC
CLOSED06,887-6,887-100%$262.1K$0-$262.1K2026-10-29
Park Avenue Securities LLC
CLOSED06,386-6,386-100%$243.0K$0-$243.0K2026-10-26
Factor Wealth Management LTD
CLOSED06,020-6,020-100%$229.1K$0-$229.1K2026-10-08
MCF Advisors LLC
CLOSED05,771-5,771-100%$219.6K$0-$219.6K2026-10-28
ARS Wealth Advisors Group, LLC
CLOSED05,504-5,504-100%$209.5K$0-$209.5K2026-10-16
Builder Investment Group Inc
CLOSED05,411-5,411-100%$205.9K$0-$205.9K2026-10-22
AdvisorNet Financial, Inc
CLOSED04,904-4,904-100%$186.6K$0-$186.6K2026-10-15
Brooklyn FI, LLC
CLOSED03,057-3,057-100%$114.8K$0-$114.8K2026-11-05
Glass Jacobson Investment Advisors llc
CLOSED02,947-2,947-100%$112.2K$0-$112.2K2026-10-26
Salem Investment Counselors Inc
CLOSED01,610-1,610-100%$61.3K$0-$61.3K2026-10-13
Gill Capital Partners, LLC
CLOSED0889-889-100%$33.8K$0-$33.8K2026-10-13
CrossGen Wealth, LLC
CLOSED0542-542-100%$20.6K$0-$20.6K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED0425-425-100%$16.2K$0-$16.2K2026-10-26
International Assets Investment Management, LLC
CLOSED0280-280-100%$10.6K$0-$10.6K2026-11-02
Solstein Capital, LLC
CLOSED0122-122-100%$4.6K$0-$4.6K2026-11-02
Robinswood Financial LLC
CLOSED060-60-100%$2.3K$0-$2.3K2026-10-20
Signature Equity Partners, LLC
CLOSED046-46-100%$1.8K$0-$1.8K2026-10-29
RHL Group, LLC
CLOSED011-11-100%$418$0-$4182026-11-04
Charles Schwab Investment Management Inc
N/A—137,214,468-137,214,468-100%$5.2B———
Waddell & Associates, LLC
N/A—2,896,380-2,896,380-100%$110.2M———
Boulay Financial Advisors, LLC
N/A—2,689,045-2,689,045-100%$102.3M———
UBS Group AG
N/A—1,495,260-1,495,260-100%$56.9M———
Riverpoint Wealth Management Holdings, LLC
N/A—1,174,381-1,174,381-100%$44.7M———
Morgan Stanley
N/A—1,132,677-1,132,677-100%$43.1M———
Bank of America Corp
N/A—961,088-961,088-100%$36.6M———
Ironwood Investment Counsel, LLC
N/A—907,290-907,290-100%$34.5M———
Ameriprise Financial Inc
N/A—803,306-803,306-100%$30.6M———
Seven Springs Wealth Group, LLC
N/A—598,617-598,617-100%$22.8M———
Osaic Holdings, Inc.
N/A—558,855-558,855-100%$21.3M———
Mariner, LLC
N/A—551,284-551,284-100%$21.0M———
Cerity Partners LLC
N/A—524,112-524,112-100%$19.9M———
Foster & Motley Inc
N/A—470,018-470,018-100%$17.9M———
MAI Capital Management
N/A—457,746-457,746-100%$17.4M———
Goldman Sachs Group Inc
N/A—424,289-424,289-100%$16.1M———
Goldstone Financial Group, LLC
N/A—359,618-359,618-100%$13.7M———
EP Wealth Advisors, LLC
N/A—356,163-356,163-100%$13.6M———
Waverly Advisors, LLC
N/A—298,409-298,409-100%$11.4M———
Great Valley Advisor Group, Inc.
N/A—277,675-277,675-100%$10.6M———
Northwestern Mutual Wealth Management Co
N/A—270,185-270,185-100%$10.3M———
Cetera Investment Advisers
N/A—238,430-238,430-100%$9.1M———
Wealthspire Retirement, LLC
N/A—220,136-220,136-100%$8.4M———
Focus Partners Wealth
N/A—215,745-215,745-100%$8.2M———
Pasadena Private Wealth, LLC
N/A—212,362-212,362-100%$8.1M———
AQR Capital Management LLC
N/A—200,581-200,581-100%$7.6M———
Marble Wealth, LLC
N/A—185,554-185,554-100%$7.1M———
Raymond James Financial Inc
N/A—180,275-180,275-100%$6.9M———
Cresset Asset Management, LLC
N/A—176,941-176,941-100%$6.7M———
JPMorgan Chase & Co
N/A—173,342-173,342-100%$6.6M———
Royal Bank of Canada
N/A—169,974-169,974-100%$6.5M———
Mercer Global Advisors Inc
N/A—166,945-166,945-100%$6.4M———
HighTower Advisors, LLC
N/A—159,754-159,754-100%$6.1M———
FMR LLC
N/A—151,447-151,447-100%$5.8M———
Quantinno Capital Management LP
N/A—127,354-127,354-100%$4.8M———
Texas Yale Capital Corp.
N/A—122,200-122,200-100%$4.7M———
Traub Capital Management LLC
N/A—106,753-106,753-100%$4.1M———
Captrust Financial Advisors
N/A—97,454-97,454-100%$3.7M———
HHM Wealth Advisors, LLC
N/A—93,414-93,414-100%$3.6M———
Focus Partners Advisor Solutions, LLC
N/A—82,702-82,702-100%$3.1M———
QRG Capital Management, Inc.
N/A—79,561-79,561-100%$3.0M———
EQ Wealth Advisors, LLC
N/A—69,451-69,451-100%$2.6M———
Signal Tree Financial Partners LLC
N/A—68,812-68,812-100%$2.6M———
Kelman-Lazarov, Inc.
N/A—67,948-67,948-100%$2.6M———
Sanctuary Advisors, LLC
N/A—67,824-67,824-100%$2.6M———
Sequoia Financial Advisors, LLC
N/A—61,580-61,580-100%$2.3M———
Envestnet Asset Management Inc
N/A—61,337-61,337-100%$2.3M———
Susquehanna International Group, LLP
N/A—60,665-60,665-100%$2.3M———
Flatrock Wealth Partners LLC
N/A—59,039-59,039-100%$2.2M———
Betterment LLC
N/A—56,615-56,615-100%$2.2M———
Cahill Financial Advisors Inc
N/A—52,366-52,366-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—50,173-50,173-100%$1.9M———
BlackRock, Inc.
N/A—49,812-49,812-100%$1.9M———
Flow Traders U.S. LLC
N/A—48,602-48,602-100%$1.9M———
Liberty Square Wealth Partners LLC
N/A—46,444-46,444-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—45,229-45,229-100%$1.7M———
Jones Financial Companies Lllp
N/A—44,460-44,460-100%$1.7M———
MML Investors Services, LLC
N/A—44,131-44,131-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—43,417-43,417-100%$1.7M———
SageView Advisory Group, LLC
N/A—40,561-40,561-100%$1.5M———
Westmount Partners, LLC
N/A—40,438-40,438-100%$1.5M———
Mutual Advisors, LLC
N/A—39,515-39,515-100%$1.5M———
Harbour Investments, Inc.
N/A—38,030-38,030-100%$1.4M———
Janney Montgomery Scott LLC
N/A—37,626-37,626-100%$1.4M———
CIBC Bancorp USA Inc.
N/A—35,845-35,845-100%$1.4M———
Stifel Financial Corp
N/A—35,528-35,528-100%$1.4M———
Hilltop Partners LLC
N/A—35,288-35,288-100%$1.3M———
Brio Consultants, LLC
N/A—34,427-34,427-100%$1.3M———
IEQ Capital, LLC
N/A—32,725-32,725-100%$1.2M———
Wealthfront Advisers LLC
N/A—32,636-32,636-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—31,788-31,788-100%$1.2M———
Brand Asset Management Group, Inc.
N/A—30,892-30,892-100%$1.2M———
Baird Financial Group, Inc.
N/A—29,136-29,136-100%$1.1M———
Ethos Financial Group, LLC
N/A—27,905-27,905-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—27,462-27,462-100%$1.0M———
Thoroughbred Financial Services, LLC
N/A—26,456-26,456-100%$1.0M———
Bruce G. Allen Investments, LLC
N/A—26,239-26,239-100%$998.7K———
Stephens Inc
N/A—25,804-25,804-100%$982.1K———
Leavell Investment Management, Inc.
N/A—24,432-24,432-100%$929.9K———
Rockefeller Capital Management L.P.
N/A—23,959-23,959-100%$911.9K———
Medallion Wealth Advisors, LLC
N/A—23,588-23,588-100%$897.7K———
CVA Family Office, LLC
N/A—23,472-23,472-100%$893.3K———
JMG Financial Group, Ltd.
N/A—23,356-23,356-100%$888.9K———
Neuberger Berman Group LLC
N/A—22,626-22,626-100%$861.1K———
Engineers Gate Manager LP
N/A—22,292-22,292-100%$848.4K———
Lbmc Investment Advisors, LLC
N/A—21,854-21,854-100%$831.8K———
SHP Wealth Management
N/A—21,607-21,607-100%$822.3K———
Bank of Montreal
N/A—21,581-21,581-100%$821.4K———
Nalls Sherbakoff Group, LLC
N/A—20,567-20,567-100%$782.8K———
Nuveen, LLC
N/A—19,538-19,538-100%$743.6K———
Johnson Investment Counsel Inc
N/A—19,292-19,292-100%$734.3K———
Arax Advisory Partners
N/A—18,531-18,531-100%$705.3K———
Range Advisory, LLC
N/A—18,298-18,298-100%$696.4K———
Bristlecone Value Partners, LLC
N/A—17,232-17,232-100%$655.9K———
Vanguard Advisers Inc
N/A—15,777-15,777-100%$600.5K———
O'shaughnessy Asset Management, LLC
N/A—15,219-15,219-100%$579.2K———
Red Door Wealth Management, LLC
N/A—13,807-13,807-100%$525.5K———
RED Reef Advisors LLC
N/A—13,594-13,594-100%$517.4K———
Private Advisor Group, LLC
N/A—13,553-13,553-100%$515.8K———
Tudor Investment Corp ET AL
N/A—13,453-13,453-100%$512.0K———
Aspiring Ventures, LLC
N/A—13,244-13,244-100%$504.1K———
Savvy Advisors, Inc.
N/A—13,154-13,154-100%$500.6K———
Glenmede Trust Co NA
N/A—13,039-13,039-100%$496.3K———
Annandale Capital, LLC
N/A—12,600-12,600-100%$480.0K———
Curi Capital, LLC
N/A—12,516-12,516-100%$476.4K———
Harbour Investment Management LLC
N/A—12,400-12,400-100%$471.9K———
Lafayette Investments, Inc.
N/A—12,269-12,269-100%$467.0K———
Caprock Group, LLC
N/A—12,008-12,008-100%$457.0K———
Global Retirement Partners, LLC
N/A—11,629-11,629-100%$442.6K———
Financial Engines Advisors L.L.C.
N/A—11,554-11,554-100%$439.7K———
Brown Advisory Inc
N/A—11,245-11,245-100%$428.0K———
Cozad Asset Management Inc
N/A—11,223-11,223-100%$427.1K———
Advisory Services Network, LLC
N/A—11,131-11,131-100%$423.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,523-10,523-100%$400.5K———
Independent Advisor Alliance
N/A—10,128-10,128-100%$385.5K———
United Capital Financial Advisors, LLC
N/A—9,910-9,910-100%$377.0K———
Moneta Group Investment Advisors LLC
N/A—9,845-9,845-100%$374.7K———
Coastwise Capital Group, LLC
N/A—9,762-9,762-100%$371.6K———
Spartan Wealth Advisory Services LLC
N/A—9,650-9,650-100%$367.3K———
Freestone Capital Holdings, LLC
N/A—9,024-9,024-100%$343.5K———
Capital Analysts, LLC
N/A—8,952-8,952-100%$340.0K———
Magnolia Private Wealth, LLC
N/A—8,951-8,951-100%$340.7K———
Whittier Trust Co
N/A—8,854-8,854-100%$333.6K———
D. E. Shaw & Co., Inc.
N/A—8,735-8,735-100%$332.5K———
XTX Topco Ltd
N/A—8,628-8,628-100%$328.4K———
Continuum Advisory, LLC
N/A—8,164-8,164-100%$310.7K———
Prelude Capital Management, LLC
N/A—8,000-8,000-100%$304.5K———
Vanguard National Trust Co
N/A—7,889-7,889-100%$300.3K———
Integrated Wealth Concepts LLC
N/A—7,854-7,854-100%$298.9K———
Horizon Investment Services, LLC
N/A—7,729-7,729-100%$294.2K———
Empower Advisory Group, LLC
N/A—7,727-7,727-100%$294.1K———
Wealthspire Advisors, LLC
N/A—7,574-7,574-100%$288.3K———
Sand Hill Global Advisors, LLC
N/A—7,559-7,559-100%$287.7K———
OneAscent Wealth Management LLC
N/A—7,552-7,552-100%$287.4K———
WealthCollab, LLC
N/A—7,381-7,381-100%$280.9K———
First Foundation Advisors
N/A—7,331-7,331-100%$279.0K———
Howe & Rusling Inc
N/A—7,230-7,230-100%$275.2K———
Northern Trust Corp
N/A—7,203-7,203-100%$274.1K———
Arkadios Wealth Advisors
N/A—7,165-7,165-100%$272.7K———
Capital Advisors Inc
N/A—7,130-7,130-100%$271.4K———
Morris Financial Concepts, Inc.
N/A—6,850-6,850-100%$260.7K———
Bellevue Asset Management, LLC
N/A—6,583-6,583-100%$250.6K———
Klcm Advisors, Inc.
N/A—6,506-6,506-100%$247.6K———
AE Wealth Management LLC
N/A—6,486-6,486-100%$246.9K———
Two Sigma Securities, LLC
N/A—6,475-6,475-100%$246.4K———
Paragon Capital Management LLC
N/A—6,064-6,064-100%$230.8K———
Foundations Investment Advisors, LLC
N/A—6,014-6,014-100%$228.9K———
AlTi Global, Inc.
N/A—5,606-5,606-100%$213.4K———
Atlantic Union Bankshares Corp
N/A—5,553-5,553-100%$211.4K———
Wells Fargo & Company
N/A—5,417-5,417-100%$206.2K———
Pure Financial Advisors, LLC
N/A—5,410-5,410-100%$205.9K———
Blair William & Co
N/A—5,288-5,288-100%$201.3K———
Aptus Capital Advisors, LLC
N/A—5,050-5,050-100%$192.2K———
IFG Advisory, LLC
N/A—4,914-4,914-100%$187.0K———
Smithfield Trust Co
N/A—4,738-4,738-100%$180.0K———
Brown Brothers Harriman & Co
N/A—4,048-4,048-100%$154.1K———
UBS Asset Management Americas LLC
N/A—3,950-3,950-100%$150.3K———
Geneos Wealth Management Inc.
N/A—3,396-3,396-100%$129.3K———
Colonial Trust Co / SC
N/A—3,350-3,350-100%$127.5K———
Private Wealth Asset Management, LLC
N/A—3,338-3,338-100%$127.0K———
National Bank of Canada
N/A—3,302-3,302-100%$121.7K———
Johnson Financial Group, Inc.
N/A—3,155-3,155-100%$120.1K———
Front Row Advisors LLC
N/A—2,700-2,700-100%$102.6K———
Steward Partners Investment Advisory, LLC
N/A—2,693-2,693-100%$102.5K———
TD Capital Management LLC
N/A—2,650-2,650-100%$100.8K———
BOK Financial Private Wealth, Inc.
N/A—2,436-2,436-100%$92.7K———
Ancora Advisors LLCA
N/A—2,098-2,098-100%$79.9K———
Franklin Resources Inc
N/A—2,060-2,060-100%$78.4K———
Synergy Investment Management, LLC
N/A—2,054-2,054-100%$78.2K———
Caitlin John, LLC
N/A—1,806-1,806-100%$68.7K———
PIN OAK Investment Advisors Inc
N/A—1,580-1,580-100%$60.0K———
Strive Financial Group,LLC
N/A—1,530-1,530-100%$58.2K———
FAS Wealth Partners, Inc.
N/A—1,527-1,527-100%$58.1K———
Tiaa Wealth Investment Management LLC
N/A—1,083-1,083-100%$41.0K———
Crewe Advisors LLC
N/A—1,032-1,032-100%$39.3K———
Bartlett & Co. Wealth Management LLC
N/A—972-972-100%$37.0K———
Osbon Capital Management LLC
N/A—879-879-100%$33.5K———
NewEdge Advisors, LLC
N/A—813-813-100%$31.0K———
Pinney & Scofield, Inc.
N/A—770-770-100%$29.3K———
Basecamp Wealth Advisors LLC
N/A—710-710-100%$27.0K———
Highland Investment Advisors LLC
N/A—703-703-100%$26.8K———
Quent Capital, LLC
N/A—657-657-100%$25.0K———
Steigerwald, Gordon & Koch Inc.
N/A—612-612-100%$23.3K———
Dunhill Financial, LLC
N/A—598-598-100%$22.8K———
Harborfront Financial Group LLC
N/A—515-515-100%$19.6K———
Fiduciary Financial Advisors
N/A—496-496-100%$18.8K———
Huntington National Bank
N/A—490-490-100%$18.7K———
Glassman Wealth Services
N/A—410-410-100%$15.6K———
Hantz Financial Services, Inc.
N/A—395-395-100%$15.0K———
Rialto Wealth Management, LLC
N/A—358-358-100%$13.6K———
HM Payson & Co
N/A—330-330-100%$12.6K———
Smartleaf Asset Management LLC
N/A—313-313-100%$11.8K———
Frazier Financial Advisors, LLC
N/A—309-309-100%$11.8K———
Strategic Wealth Partners, Ltd.
N/A—276-276-100%$10.5K———
Greykasell Wealth Strategies, Inc.
N/A—269-269-100%$10.2K———
SouthState Bank Corp
N/A—260-260-100%$9.9K———
Ameriflex Group, Inc.
N/A—248-248-100%$9.4K———
Hollencrest Capital Management
N/A—222-222-100%$8.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—191-191-100%$7.3K———
Bogart Wealth, LLC
N/A—174-174-100%$6.6K———
Delta Asset Management LLC
N/A—150-150-100%$5.7K———
Bessemer Group Inc
N/A—148-148-100%$6———
Wiser Advisor Group LLC
N/A—143-143-100%$5.4K———
Cordant, Inc.
N/A—130-130-100%$4.9K———
Keating Financial Advisory Services, Inc.
N/A—102-102-100%$3.9K———
Founders Financial Alliance, LLC
N/A—96-96-100%$3.7K———
Napier Financial, LLC
N/A—96-96-100%$3.7K———
Anchor Investment Management, LLC
N/A—80-80-100%$3.0K———
Graney & King, LLC
N/A—56-56-100%$2.1K———
Mcguire Capital Advisors Inc
N/A—44-44-100%$1.7K———
Prosperity Bancshares Inc
N/A—44-44-100%$1.7K———
Rothschild Investment LLC
N/A—28-28-100%$1.1K———
Cheviot Value Management, LLC
N/A—17-17-100%$647———
Basepoint Wealth LLC
N/A—15-15-100%$572———
Tower Research Capital LLC (TRC)
N/A—12-12-100%$457———
GW&K Investment Management, LLC
N/A—5-5-100%$0———
Showing 515 of 515 institutions