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Schwab US Aggregate Bond ETF (SCHZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
DECREASED
Shares7,815,624 from 7,975,307
Change-159,683 (-2%)
Value$172.7M (-$11.7M)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares3,901,322 from 3,855,498
Change+45,824 (+1%)
Value$86.2M (-$3.0M)
Filed 2026-11-04
Charles Schwab Trust Co
DECREASED
Shares3,859,173 from 6,601,917
Change-2,742,744 (-42%)
Value$85.3M (-$67.4M)
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares3,248,112 from 3,142,160
Change+105,952 (+3%)
Value$71.8M (-$894.9K)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares2,592,870 from 2,609,832
Change-16,962 (-1%)
Value$57.3M (-$3.1M)
Filed 2026-10-21
Pioneer Wealth Management Group
INCREASED
Shares2,526,995 from 2,249,290
Change+277,705 (+12%)
Value$55.8M (+$3.8M)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,267,776 from 2,171,145
Change+96,631 (+4%)
Value$50.1M (+$333.5K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares1,781,396 from 1,474,760
Change+306,636 (+21%)
Value$39.4M (+$5.4M)
Filed 2026-11-02
ZynergyRetirementPlanningLLC
INCREASED
Shares1,748,706 from 1,405,679
Change+343,027 (+24%)
Value$38.6M (+$6.1M)
Filed 2026-10-08
Financial Life Advisors
INCREASED
Shares1,641,270 from 1,573,243
Change+68,027 (+4%)
Value$36.3M (-$117.1K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares1,517,812 from 1,548,018
Change-30,206 (-2%)
Value$33.5M (-$2.3M)
Filed 2026-10-15
Mokosak Advisory Group, LLC
INCREASED
Shares1,373,465 from 1,297,292
Change+76,173 (+6%)
Value$30.4M (+$347.1K)
Filed 2026-10-20
Ascent Group, LLC
INCREASED
Shares1,345,012 from 633,680
Change+711,332 (+112%)
Value$29.7M (+$15.1M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares1,147,067 from 1,118,991
Change+28,076 (+3%)
Value$25.4M (-$532.1K)
Filed 2026-11-06
TSA Wealth Managment LLC
INCREASED
Shares1,135,116 from 1,023,367
Change+111,749 (+11%)
Value$25.1M (+$1.4M)
Filed 2026-10-22
Tenret Co LLC
NEW
Shares1,046,222
Change+1,046,222
Value$23.1M
Filed 2026-11-02
Asset Allocation Strategies LLC
INCREASED
Shares1,036,672 from 933,117
Change+103,555 (+11%)
Value$22.9M (+$1.3M)
Filed 2026-10-20
Towercrest Capital Management
INCREASED
Shares1,025,067 from 956,732
Change+68,335 (+7%)
Value$22.7M (+$524.8K)
Filed 2026-10-23
Alliance Wealth Management Group
INCREASED
Shares1,025,067 from 956,732
Change+68,335 (+7%)
Value$22.7M (+$524.8K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
DECREASED
Shares987,235 from 1,273,968
Change-286,733 (-23%)
Value$21.8M (-$7.6M)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
INCREASED
Shares950,913 from 879,141
Change+71,772 (+8%)
Value$21.0M (+$680.7K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares876,920 from 976,364
Change-99,444 (-10%)
Value$19.4M (-$3.2M)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares836,926 from 872,446
Change-35,520 (-4%)
Value$18.5M (-$1.7M)
Filed 2026-10-14
Revolve Wealth Partners, LLC
INCREASED
Shares834,951 from 756,987
Change+77,964 (+10%)
Value$18.5M (+$943.3K)
Filed 2026-10-23
Security Financial Services, Inc.
INCREASED
Shares804,879 from 468,336
Change+336,543 (+72%)
Value$17.8M (+$7.0M)
Filed 2026-10-29
Arnold Financial Planning LLC
INCREASED
Shares796,263 from 686,760
Change+109,503 (+16%)
Value$17.6M (+$1.7M)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares773,764 from 659,249
Change+114,515 (+17%)
Value$17.0M (+$1.8M)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares760,723 from 1,688,291
Change-927,568 (-55%)
Value$16.8M (-$22.3M)
Filed 2026-11-06
Revisor Wealth Management LLC
INCREASED
Shares743,991 from 726,046
Change+17,945 (+2%)
Value$16.6M (-$223.2K)
Filed 2026-10-20
James J. Burns & Company, LLC
INCREASED
Shares672,885 from 666,919
Change+5,966 (+1%)
Value$14.9M (-$555.1K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares654,703 from 822,511
Change-167,808 (-20%)
Value$14.5M (-$4.6M)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares652,940 from 539,041
Change+113,899 (+21%)
Value$14.4M (+$2.0M)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
INCREASED
Shares651,335 from 641,351
Change+9,984 (+2%)
Value$14.4M (-$439.9K)
Filed 2026-10-15
Columbus Macro, LLC
INCREASED
Shares646,876 from 626,849
Change+20,027 (+3%)
Value$14.3M (-$203.1K)
Filed 2026-10-14
CFG Wealth Management Services, Inc.
INCREASED
Shares638,792 from 572,537
Change+66,255 (+12%)
Value$14.1M (+$373.8K)
Filed 2026-10-21
Bestgate Wealth Advisors, LLC
INCREASED
Shares635,063 from 190,531
Change+444,532 (+233%)
Value$14.0M (+$9.6M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares601,449 from 307,187
Change+294,262 (+96%)
Value$13.3M (+$6.2M)
Filed 2026-10-08
Amicus Financial Advisors, LLC
INCREASED
Shares588,425 from 578,621
Change+9,804 (+2%)
Value$13.0M (-$379.3K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
INCREASED
Shares582,814 from 495,023
Change+87,791 (+18%)
Value$12.9M (+$1.4M)
Filed 2026-10-14
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares577,746 from 544,016
Change+33,730 (+6%)
Value$12.8M (+$185.1K)
Filed 2026-10-22
Myecfo, LLC
INCREASED
Shares570,273 from 562,920
Change+7,353 (+1%)
Value$12.6M (-$417.3K)
Filed 2026-10-14
Compass Financial Group, Inc
INCREASED
Shares567,608 from 428,065
Change+139,543 (+33%)
Value$12.5M (+$2.6M)
Filed 2026-10-13
Pacific Park Financial, Inc.
DECREASED
Shares540,851 from 658,197
Change-117,346 (-18%)
Value$12.0M (-$3.3M)
Filed 2026-10-13
SigFig Wealth Management, LLC
INCREASED
Shares507,775 from 482,157
Change+25,618 (+5%)
Value$11.2M (+$21.3K)
Filed 2026-10-07
Reston Wealth Management LLC
INCREASED
Shares492,794 from 454,858
Change+37,936 (+8%)
Value$10.9M (+$369.9K)
Filed 2026-10-29
Ballast Financial Advisors LLC
DECREASED
Shares484,699 from 523,539
Change-38,840 (-7%)
Value$10.7M (-$1.4M)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares473,077 from 472,026
Change+1,051 (+0%)
Value$10.5M (-$463.0K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares471,289 from 401,320
Change+69,969 (+17%)
Value$10.4M (+$1.1M)
Filed 2026-11-03
Affinity Capital Advisors, LLC
INCREASED
Shares465,237 from 369,750
Change+95,487 (+26%)
Value$10.3M (+$1.8M)
Filed 2026-10-13
Grove Street Fiduciary, LLC
DECREASED
Shares451,322 from 461,694
Change-10,372 (-2%)
Value$10.0M (-$704.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares450,734 from 429,530
Change+21,204 (+5%)
Value$10.0M (+$26.2K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares448,365 from 316,044
Change+132,321 (+42%)
Value$9.9K (-$7.3M)
Filed 2026-10-26
Peak Financial Management, Inc.
INCREASED
Shares447,574 from 423,666
Change+23,908 (+6%)
Value$9.9M (+$92.0K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares443,804 from 378,422
Change+65,382 (+17%)
Value$9.8K (-$8.7M)
Filed 2026-11-02
Unify Financial Advisors
INCREASED
Shares413,473 from 384,558
Change+28,915 (+8%)
Value$9.1M (+$242.9K)
Filed 2026-11-03
Heritage Family Offices, LLP
INCREASED
Shares412,627 from 314,239
Change+98,388 (+31%)
Value$9.1M (+$1.9M)
Filed 2026-11-02
Wakefield Asset Management Lllp
INCREASED
Shares403,362 from 221,297
Change+182,065 (+82%)
Value$8.9M (+$3.8M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares392,650 from 811,408
Change-418,758 (-52%)
Value$8.7M (-$10.1M)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
INCREASED
Shares386,133 from 365,009
Change+21,124 (+6%)
Value$8.5M (+$90.9K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares377,939 from 348,079
Change+29,860 (+9%)
Value$8.4M (+$301.4K)
Filed 2026-11-04
Fairway Financial, LLC
INCREASED
Shares373,862 from 276,475
Change+97,387 (+35%)
Value$8.3M (+$1.9M)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares362,368 from 341,085
Change+21,283 (+6%)
Value$8.0M (+$119.0K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares340,911 from 54,100
Change+286,811 (+530%)
Value$7.5M (+$6.3M)
Filed 2026-10-29
Midwest Financial Group LLC
INCREASED
Shares340,348 from 334,025
Change+6,323 (+2%)
Value$7.5M (-$204.3K)
Filed 2026-10-15
FFG Retirement Advisors LLC
DECREASED
Shares336,921 from 346,738
Change-9,817 (-3%)
Value$7.4M (-$574.1K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares319,924 from 149,289
Change+170,635 (+114%)
Value$7.1M (+$3.6M)
Filed 2026-10-22
Hengehold Capital Management LLC
INCREASED
Shares317,493 from 314,736
Change+2,757 (+1%)
Value$7.0M (-$263.2K)
Filed 2026-10-16
Forthright Family Wealth Advisory LLC
DECREASED
Shares312,917 from 316,590
Change-3,673 (-1%)
Value$6.9M (-$407.3K)
Filed 2026-11-03
Manske Wealth Management
INCREASED
Shares306,426 from 251,298
Change+55,128 (+22%)
Value$6.8M (+$959.5K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares292,481 from 307,327
Change-14,846 (-5%)
Value$6.5M (-$644.7K)
Filed 2026-11-04
Newport Capital Group, LLC
NEW
Shares284,283
Change+284,283
Value$6.4M
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares283,415 from 222,554
Change+60,861 (+27%)
Value$6.3M (+$1.1M)
Filed 2026-10-22
Fifth Third Securities, Inc.
DECREASED
Shares278,831 from 293,691
Change-14,860 (-5%)
Value$6.2M (-$630.9K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
DECREASED
Shares275,521 from 284,701
Change-9,180 (-3%)
Value$6.1M (-$496.1K)
Filed 2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED
Shares274,494 from 287,290
Change-12,796 (-4%)
Value$6.1M (-$578.7K)
Filed 2026-10-28
Curtis Advisory Group, LLC
INCREASED
Shares270,129 from 262,624
Change+7,505 (+3%)
Value$6.0M (-$104.6K)
Filed 2026-10-28
Balboa Wealth Partners
INCREASED
Shares268,997 from 219,230
Change+49,767 (+23%)
Value$5.9M (+$874.0K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares261,829 from 231,175
Change+30,654 (+13%)
Value$5.8M (+$439.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares255,521 from 263,727
Change-8,206 (-3%)
Value$5.6M (-$453.0K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares250,085 from 240,386
Change+9,699 (+4%)
Value$5.5M (-$33.3K)
Filed 2026-10-22
Marotta Asset Management
DECREASED
Shares248,428 from 268,141
Change-19,713 (-7%)
Value$5.5M (-$687.7K)
Filed 2026-10-02
WealthPLAN Partners, LLC
INCREASED
Shares246,831 from 202,624
Change+44,207 (+22%)
Value$5.5M (+$768.3K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares242,594 from 212,609
Change+29,985 (+14%)
Value$5.4M (+$443.7K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares230,692 from 233,114
Change-2,422 (-1%)
Value$5.1M (-$293.6K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares229,269 from 260,155
Change-30,886 (-12%)
Value$5.1M (-$950.5K)
Filed 2026-11-05
Stonekeep Investments, LLC
INCREASED
Shares228,310 from 224,356
Change+3,954 (+2%)
Value$5.0M (+$5.0M)
Filed 2026-10-15
Clay Northam Wealth Management, LLC
DECREASED
Shares218,060 from 222,565
Change-4,505 (-2%)
Value$4.8M (-$328.8K)
Filed 2026-10-13
Fischer Financial Services, Inc.
INCREASED
Shares213,595 from 211,395
Change+2,200 (+1%)
Value$4.7M (-$169.1K)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares209,545 from 236,290
Change-26,745 (-11%)
Value$4.6M (-$834.5K)
Filed 2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares209,154 from 164,466
Change+44,688 (+27%)
Value$4.6M (+$818.2K)
Filed 2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED
Shares208,215 from 197,429
Change+10,786 (+5%)
Value$4.6M (+$35.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares205,631 from 157,293
Change+48,338 (+31%)
Value$4.5M (+$906.3K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares194,049 from 100,170
Change+93,879 (+94%)
Value$4.3M (+$2.0M)
Filed 2026-11-04
Cassilly Financial Group LLC
INCREASED
Shares193,953 from 183,780
Change+10,173 (+6%)
Value$4.3M (+$35.5K)
Filed 2026-10-07
Bfsg, LLC
INCREASED
Shares190,264 from 189,023
Change+1,241 (+1%)
Value$4.2M (-$167.3K)
Filed 2026-10-30
Curbstone Financial Management Corp
DECREASED
Shares186,950 from 187,500
Change-550 (0%)
Value$4.1M (-$205.3K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares186,319 from 147,971
Change+38,348 (+26%)
Value$4.1M (+$695.1K)
Filed 2026-11-05
Valpey Financial Services, LLC
INCREASED
Shares183,702 from 177,319
Change+6,383 (+4%)
Value$4.1M (-$41.6K)
Filed 2026-10-30
Tactive Advisors, LLC
INCREASED
Shares178,336 from 124,104
Change+54,232 (+44%)
Value$3.9M (+$1.1M)
Filed 2026-10-08
Verus Capital Partners, LLC
INCREASED
Shares174,968 from 150,899
Change+24,069 (+16%)
Value$3.9M (+$376.5K)
Filed 2026-11-03
Range Financial Group LLC
INCREASED
Shares170,090 from 160,119
Change+9,971 (+6%)
Value$3.8M (+$55.4K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares169,320 from 145,697
Change+23,623 (+16%)
Value$3.7M (+$372.0K)
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares164,229 from 164,229
Change0 (0%)
Value$3.6M (-$169.2K)
Filed 2026-10-19
TPG Advisors LLC
INCREASED
Shares159,274 from 151,467
Change+7,807 (+5%)
Value$3.5M (+$16.5K)
Filed 2026-10-16
NYL Investors LLC
INCREASED
Shares158,423 from 157,163
Change+1,260 (+1%)
Value$3.5M (-$134.0K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares155,306 from 152,354
Change+2,952 (+2%)
Value$3.4M (-$91.7K)
Filed 2026-10-22
Keystone Wealth Services, LLC
INCREASED
Shares155,236 from 153,401
Change+1,835 (+1%)
Value$3.4M (-$115.9K)
Filed 2026-11-03
WealthPoint Financial, LLC
INCREASED
Shares155,075 from 127,721
Change+27,354 (+21%)
Value$3.4M (+$473.0K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares148,284 from 148,950
Change-666 (0%)
Value$3.3M (-$168.1K)
Filed 2026-10-29
Friedenthal Financial
INCREASED
Shares143,688 from 139,626
Change+4,062 (+3%)
Value$3.2M (-$54.0K)
Filed 2026-10-27
Cooper S Advisors, LLC
DECREASED
Shares141,806 from 144,694
Change-2,888 (-2%)
Value$3.1M (-$212.8K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares140,452 from 141,564
Change-1,112 (-1%)
Value$3.1M (-$170.4K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
DECREASED
Shares136,339 from 279,261
Change-142,922 (-51%)
Value$3.0M (-$3.4M)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares134,356 from 143,080
Change-8,724 (-6%)
Value$3.0M (-$336.1K)
Filed 2026-10-13
Values Added Financial LLC
INCREASED
Shares133,604 from 40,953
Change+92,651 (+226%)
Value$3.0M (+$2.0M)
Filed 2026-10-28
North Forty Two & Co.
INCREASED
Shares133,194 from 132,494
Change+700 (+1%)
Value$2.9M (-$121.0K)
Filed 2026-10-19
Seneca Financial Advisors LLC
INCREASED
Shares132,931 from 62,216
Change+70,715 (+114%)
Value$2.9M (+$1.5M)
Filed 2026-10-28
Gen-Wealth Partners Inc
INCREASED
Shares130,682 from 112,915
Change+17,767 (+16%)
Value$2.9M (+$276.3K)
Filed 2026-11-04
Oarsman Capital, Inc.
INCREASED
Shares130,160 from 128,446
Change+1,714 (+1%)
Value$2.9M (-$94.4K)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED
Shares130,042 from 131,546
Change-1,504 (-1%)
Value$2.9M (-$168.7K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares129,301 from 134,277
Change-4,976 (-4%)
Value$2.9M (-$248.3K)
Filed 2026-10-30
Twin Cities Retirement Group LLC
INCREASED
Shares128,418 from 127,460
Change+958 (+1%)
Value$2.8M (-$110.1K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
DECREASED
Shares126,128 from 140,215
Change-14,087 (-10%)
Value$2.8M (-$455.7K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares124,126 from 136,632
Change-12,506 (-9%)
Value$2.7M (-$417.1K)
Filed 2026-10-27
Daviman Financial, LLC
DECREASED
Shares123,093 from 399,645
Change-276,552 (-69%)
Value$2.7M (-$6.5M)
Filed 2026-11-06
Balefire, LLC
INCREASED
Shares120,553 from 72,265
Change+48,288 (+67%)
Value$2.7M (+$992.7K)
Filed 2026-10-09
Breakwater Investment Management
DECREASED
Shares117,250 from 134,779
Change-17,529 (-13%)
Value$2.6M (-$526.2K)
Filed 2026-10-20
K2 Financial Inc.
INCREASED
Shares117,189 from 96,470
Change+20,719 (+21%)
Value$2.6M (+$368.8K)
Filed 2026-10-26
ETF Store, Inc.
INCREASED
Shares116,981 from 114,721
Change+2,260 (+2%)
Value$2.6M (-$68.2K)
Filed 2026-10-19
Financial Designs Corp
INCREASED
Shares116,711 from 111,587
Change+5,124 (+5%)
Value$2.6M (-$1.7K)
Filed 2026-10-09
RDA Financial Network
INCREASED
Shares115,920 from 96,437
Change+19,483 (+20%)
Value$2.6M (+$331.2K)
Filed 2026-10-15
OFS Enterprise LLC
INCREASED
Shares114,163 from 110,173
Change+3,990 (+4%)
Value$2.5M (-$25.3K)
Filed 2026-10-16
Serenity Investment Advisors
INCREASED
Shares113,008 from 111,150
Change+1,858 (+2%)
Value$2.5M (-$33.4K)
Filed 2026-10-30
Omega Financial Group, LLC
DECREASED
Shares112,522 from 115,868
Change-3,346 (-3%)
Value$2.5M (-$193.3K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
INCREASED
Shares110,459 from 102,545
Change+7,914 (+8%)
Value$2.4M (+$69.3K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares110,068 from 110,428
Change-360 (0%)
Value$2.4M (-$121.7K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares105,280 from 80,642
Change+24,638 (+31%)
Value$2.3M (+$461.4K)
Filed 2026-10-29
Legacy Wealth Management, LLC
INCREASED
Shares103,659 from 46,343
Change+57,316 (+124%)
Value$2.3M (+$1.2M)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares95,214 from 67,010
Change+28,204 (+42%)
Value$2.1M (+$554.3K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares92,765 from 334,080
Change-241,315 (-72%)
Value$2.1M (-$5.7M)
Filed 2026-10-28
Sterling Investment Management, LLC
INCREASED
Shares91,719 from 90,553
Change+1,166 (+1%)
Value$2.0M (-$67.5K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares91,230 from 10,981
Change+80,249 (+731%)
Value$2.0M (+$1.8M)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares90,834 from 91,203
Change-369 (0%)
Value$2.0M (-$58.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares90,834 from 91,203
Change-369 (0%)
Value$2.0M (-$58.4K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares89,656 from 85,401
Change+4,255 (+5%)
Value$2.0M (+$6.1K)
Filed 2026-10-19
Sculati Wealth Management, LLC
INCREASED
Shares89,537 from 88,135
Change+1,402 (+2%)
Value$2.0M (-$42.1K)
Filed 2026-10-19
Dorato Capital Management
DECREASED
Shares88,053 from 89,164
Change-1,111 (-1%)
Value$1.9M (-$104.7K)
Filed 2026-10-08
Northern Lights Advisors, Inc.
DECREASED
Shares87,014 from 100,681
Change-13,667 (-14%)
Value$1.9M (-$405.7K)
Filed 2026-10-21
Parkway Wealth Management Group, LLC
INCREASED
Shares85,618 from 54,385
Change+31,233 (+57%)
Value$1.9M (+$634.2K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares84,536 from 32,584
Change+51,952 (+159%)
Value$1.9M (+$1.1M)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares84,170 from 65,254
Change+18,916 (+29%)
Value$1.9M (+$350.8K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares83,968 from 84,666
Change-698 (-1%)
Value$1.9M (-$102.6K)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares83,589 from 83,589
Change0 (0%)
Value$1.8M (-$86.1K)
Filed 2026-10-06
Beacon Financial Advisory LLC
INCREASED
Shares82,779 from 71,200
Change+11,579 (+16%)
Value$1.8M (+$182.6K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares82,710 from 99,938
Change-17,228 (-17%)
Value$1.8M (-$483.7K)
Filed 2026-10-28
Sightline Wealth Advisors, LLC
DECREASED
Shares81,519 from 82,297
Change-778 (-1%)
Value$1.8M (-$102.0K)
Filed 2026-10-21
Eley Financial Management, Inc
INCREASED
Shares81,061 from 75,995
Change+5,066 (+7%)
Value$1.8M (+$33.7K)
Filed 2026-11-03
Guardian Financial Partners, LLC
DECREASED
Shares80,174 from 190,304
Change-110,130 (-58%)
Value$1.8M (-$2.6M)
Filed 2026-11-04
Lodestar Private Asset Management LLC
INCREASED
Shares80,028 from 76,169
Change+3,859 (+5%)
Value$1.8M (+$6.8K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares79,810 from 76,515
Change+3,295 (+4%)
Value$1.8M (-$6.0K)
Filed 2026-10-23
Park Edge Advisors, LLC
INCREASED
Shares79,712 from 72,115
Change+7,597 (+11%)
Value$1.8M (+$93.6K)
Filed 2026-10-28
Livet Wealth, LLC
DECREASED
Shares79,704 from 81,443
Change-1,739 (-2%)
Value$1.8M (-$122.3K)
Filed 2026-10-27
Blossom Wealth Management
INCREASED
Shares79,473 from 77,147
Change+2,326 (+3%)
Value$1.8M (-$28.1K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares78,929 from 117,102
Change-38,173 (-33%)
Value$1.7M (-$964.2K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares78,895 from 72,046
Change+6,849 (+10%)
Value$1.7M (+$77.2K)
Filed 2026-10-20
ACT Wealth Management, LLC
INCREASED
Shares78,787 from 72,803
Change+5,984 (+8%)
Value$1.7M (+$57.2K)
Filed 2026-10-09
Sage Financial Management Group, Inc.
INCREASED
Shares78,572 from 57,189
Change+21,383 (+37%)
Value$1.7M (+$413.7K)
Filed 2026-11-06
Firethorn Wealth Partners, LLC
INCREASED
Shares77,928 from 70,304
Change+7,624 (+11%)
Value$1.7M (+$96.1K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares77,808 from 71,656
Change+6,152 (+9%)
Value$1.7M (+$62.2K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
INCREASED
Shares76,484 from 13,682
Change+62,802 (+459%)
Value$1.7M (+$1.4M)
Filed 2026-11-04
Retirement Planning Group, LLC
DECREASED
Shares76,449 from 80,763
Change-4,314 (-5%)
Value$1.7M (-$178.5K)
Filed 2026-10-19
WBH Advisory Inc
DECREASED
Shares75,125 from 77,727
Change-2,602 (-3%)
Value$1.7M (-$137.6K)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares75,039 from 75,928
Change-889 (-1%)
Value$1.7M (-$97.9K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares74,918 from 65,205
Change+9,713 (+15%)
Value$1.7M (+$147.5K)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
DECREASED
Shares74,823 from 78,512
Change-3,689 (-5%)
Value$1.7M (-$162.4K)
Filed 2026-10-28
Latitude Advisors, LLC
INCREASED
Shares74,229 from 60,496
Change+13,733 (+23%)
Value$1.6M (+$241.2K)
Filed 2026-10-27
Portside Wealth Group, LLC
DECREASED
Shares70,754 from 77,408
Change-6,654 (-9%)
Value$1.6M (-$226.8K)
Filed 2026-10-20
Kenora Financial, LLC
INCREASED
Shares70,173 from 41,245
Change+28,928 (+70%)
Value$1.6M (+$596.8K)
Filed 2026-10-20
Liberty Capital Management, Inc.
INCREASED
Shares69,375 from 32,322
Change+37,053 (+115%)
Value$1.5M (+$785.6K)
Filed 2026-11-02
Powers Advisory Group, LLC
INCREASED
Shares69,047 from 65,200
Change+3,847 (+6%)
Value$1.5M (+$17.9K)
Filed 2026-10-14
Merkkuri Wealth Advisors LLC
INCREASED
Shares67,897 from 60,374
Change+7,523 (+12%)
Value$1.5M (+$104.1K)
Filed 2026-11-03
Hobbs Wealth Management, LLC
INCREASED
Shares65,524 from 58,974
Change+6,550 (+11%)
Value$1.4M (+$84.0K)
Filed 2026-10-20
TD Private Client Wealth LLC
INCREASED
Shares61,759 from 19,319
Change+42,440 (+220%)
Value$1.4M (+$918.0K)
Filed 2026-10-28
Twele Capital Management, Inc.
INCREASED
Shares60,806 from 59,964
Change+842 (+1%)
Value$1.3M (-$43.2K)
Filed 2026-10-13
Capital Management Associates, Inc
INCREASED
Shares60,535 from 59,891
Change+644 (+1%)
Value$1.3M (-$47.4K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares59,453 from 58,542
Change+911 (+2%)
Value$1.3M (-$40.2K)
Filed 2026-10-19
W Advisors, LLC
INCREASED
Shares59,026 from 51,769
Change+7,257 (+14%)
Value$1.3M (+$107.1K)
Filed 2026-11-02
BCS Wealth Management
INCREASED
Shares58,096 from 54,160
Change+3,936 (+7%)
Value$1.3M (+$31.2K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares55,854 from 53,079
Change+2,775 (+5%)
Value$1.2M (+$6.7K)
Filed 2026-11-05
Stockman Wealth Management, Inc.
INCREASED
Shares55,630 from 53,630
Change+2,000 (+4%)
Value$1.2M (-$11.0K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares55,493 from 42,977
Change+12,516 (+29%)
Value$1.2M (+$232.3K)
Filed 2026-10-23
Investment Research Partners LLC
INCREASED
Shares55,459 from 50,800
Change+4,659 (+9%)
Value$1.2M (+$50.6K)
Filed 2026-10-19
Avail Investment Partners, LLC
INCREASED
Shares55,251 from 50,630
Change+4,621 (+9%)
Value$1.2M (+$50.0K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares55,233 from 47,384
Change+7,849 (+17%)
Value$1.2M (+$124.7K)
Filed 2026-10-30
BlueSky Wealth Advisors, LLC
DECREASED
Shares55,184 from 85,784
Change-30,600 (-36%)
Value$1.2M (-$764.6K)
Filed 2026-10-29
Greg Jennings, LLC
NEW
Shares55,050
Change+55,050
Value$1.2M
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares54,211 from 46,641
Change+7,570 (+16%)
Value$1.2M (+$119.3K)
Filed 2026-10-28
Apeiron RIA LLC
DECREASED
Shares52,791 from 64,940
Change-12,149 (-19%)
Value$1.2M (-$337.0K)
Filed 2026-10-08
Avion Wealth
DECREASED
Shares52,636 from 58,784
Change-6,148 (-10%)
Value$1.2K (-$1.4M)
Filed 2026-11-04
GK Wealth Management LLC
INCREASED
Shares51,916 from 51,837
Change+79 (+0%)
Value$1.1M (-$51.6K)
Filed 2026-10-09
Moneywise, Inc.
INCREASED
Shares51,410 from 51,169
Change+241 (+0%)
Value$1.1M (-$47.4K)
Filed 2026-10-30
Adamsbrown Wealth Consultants LLC
DECREASED
Shares51,089 from 90,885
Change-39,796 (-44%)
Value$1.1M (-$973.1K)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares50,428 from 50,199
Change+229 (+0%)
Value$1.1M (-$46.6K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares49,638 from 55,870
Change-6,232 (-11%)
Value$1.1M (-$195.3K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares49,331 from 54,699
Change-5,368 (-10%)
Value$1.1M (-$175.0K)
Filed 2026-10-09
Sharkey, Howes & Javer
INCREASED
Shares48,634 from 45,863
Change+2,771 (+6%)
Value$1.1M (+$14.0K)
Filed 2026-10-22
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares47,233 from 54,272
Change-7,039 (-13%)
Value$1.0M (-$211.5K)
Filed 2026-11-03
Emergent Wealth Advisors, LLC
DECREASED
Shares46,977 from 49,741
Change-2,764 (-6%)
Value$1.0M (-$112.3K)
Filed 2026-10-09
LifeSteps Financial, Inc.
INCREASED
Shares46,254 from 3,311
Change+42,943 (+1297%)
Value$1.0M (+$945.6K)
Filed 2026-10-15
Omni 360 Wealth, Inc.
INCREASED
Shares46,038 from 44,553
Change+1,485 (+3%)
Value$1.0M (-$13.1K)
Filed 2026-10-13
Friday Financial
INCREASED
Shares44,634 from 11,513
Change+33,121 (+288%)
Value$985.1K (+$720.8K)
Filed 2026-10-09
Farnam Financial LLC
INCREASED
Shares44,277 from 40,619
Change+3,658 (+9%)
Value$986.9K (+$47.4K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares43,953 from 39,653
Change+4,300 (+11%)
Value$971.4K (+$54.2K)
Filed 2026-10-13
KRM Wealth Management L.L.C.
INCREASED
Shares43,780 from 28,989
Change+14,791 (+51%)
Value$967.5K (+$297.0K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares43,234
Change+43,234
Value$955.5K
Filed 2026-11-03
Plan A Wealth LLC
INCREASED
Shares43,101 from 42,391
Change+710 (+2%)
Value$952.5K (-$28.0K)
Filed 2026-10-08
Great Waters Wealth Management
DECREASED
Shares42,695 from 44,782
Change-2,087 (-5%)
Value$943.6K (-$92.2K)
Filed 2026-10-07
Hill Island Financial LLC
DECREASED
Shares40,336 from 42,426
Change-2,090 (-5%)
Value$891.4K (-$89.9K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares39,828 from 40,773
Change-945 (-2%)
Value$880.2K (-$62.9K)
Filed 2026-10-27
Signet Investment Advisory Group, Inc.
DECREASED
Shares39,675 from 39,825
Change-150 (0%)
Value$876.8K (-$44.3K)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares39,559 from 34,293
Change+5,266 (+15%)
Value$874.3K (+$81.1K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares39,452 from 39,429
Change+23 (+0%)
Value$871.9K (-$40.1K)
Filed 2026-10-29
Asempa Wealth Advisors
INCREASED
Shares37,991 from 31,984
Change+6,007 (+19%)
Value$838.5K (+$98.7K)
Filed 2026-10-07
Juncture Wealth Strategies, LLC
INCREASED
Shares37,871 from 35,795
Change+2,076 (+6%)
Value$836.9K (+$9.0K)
Filed 2026-10-06
Centurion Wealth Management LLC
NEW
Shares36,947
Change+36,947
Value$816.5K
Filed 2026-10-13
Advisor Resource Council
NEW
Shares36,750
Change+36,750
Value$808.1K
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares36,538 from 37,407
Change-869 (-2%)
Value$807.5K (-$57.7K)
Filed 2026-11-05
Aventus Investment Advisors, Inc.
DECREASED
Shares36,434 from 37,712
Change-1,278 (-3%)
Value$805.2K (-$67.1K)
Filed 2026-10-09
Cutler Investment Counsel LLC
DECREASED
Shares36,210 from 38,900
Change-2,690 (-7%)
Value$800.3K (-$99.5K)
Filed 2026-10-28
Aletheian Wealth Advisors LLC
INCREASED
Shares36,200 from 36,183
Change+17 (+0%)
Value$800.0K (-$36.9K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares36,194 from 37,467
Change-1,273 (-3%)
Value$799.9K (-$66.7K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
DECREASED
Shares35,350 from 41,064
Change-5,714 (-14%)
Value$792.5K (-$142.1K)
Filed 2026-10-27
Carolina Wealth Management Inc
DECREASED
Shares34,460 from 37,260
Change-2,800 (-8%)
Value$761.6K (-$100.3K)
Filed 2026-10-29
Sowell Financial Services LLC
INCREASED
Shares32,734 from 30,589
Change+2,145 (+7%)
Value$723.4K (+$15.9K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares31,532 from 30,480
Change+1,052 (+3%)
Value$696.9K (-$8.1K)
Filed 2026-11-04
Saxony Capital Management, LLC
NEW
Shares31,426
Change+31,426
Value$694.5K
Filed 2026-10-15
Gradient Capital Advisors, LLC
INCREASED
Shares31,345 from 31,330
Change+15 (+0%)
Value$692.7K (-$32.0K)
Filed 2026-10-21
CWC Advisors, Llc.
INCREASED
Shares31,204 from 31,166
Change+38 (+0%)
Value$689.6K (-$31.3K)
Filed 2026-10-15
Shearwater Capital LLC
DECREASED
Shares31,168 from 41,789
Change-10,621 (-25%)
Value$688.8K (-$277.8K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares30,701 from 34,453
Change-3,752 (-11%)
Value$678.5K (-$118.4K)
Filed 2026-11-03
Fulcrum Equity Management
INCREASED
Shares29,656 from 20,455
Change+9,201 (+45%)
Value$655.4K (+$182.3K)
Filed 2026-10-21
RCS Financial Planning, LLC
DECREASED
Shares29,266 from 35,174
Change-5,908 (-17%)
Value$646.8K (-$166.8K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares28,680
Change+28,680
Value$634
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares28,556 from 28,460
Change+96 (+0%)
Value$631.1K (-$27.2K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares28,270 from 23,665
Change+4,605 (+19%)
Value$635.5K (+$95.5K)
Filed 2026-11-02
Wesbanco Bank Inc
UNCHANGED
Shares28,127 from 28,127
Change0 (0%)
Value$621.6K (-$29.0K)
Filed 2026-11-04
Western Financial Corp
INCREASED
Shares27,786 from 25,289
Change+2,497 (+10%)
Value$614.1K (+$29.1K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
DECREASED
Shares26,695 from 28,154
Change-1,459 (-5%)
Value$590.0K (-$61.2K)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares25,915 from 25,641
Change+274 (+1%)
Value$572.7K (-$20.4K)
Filed 2026-10-16
Noesis Capital Mangement Corp
NEW
Shares25,813
Change+25,813
Value$570.5K
Filed 2026-10-26
Appalachian Capital Management Ltd
INCREASED
Shares25,628 from 25,444
Change+184 (+1%)
Value$566.4K (-$22.2K)
Filed 2026-10-14
Steele Capital Management, Inc.
INCREASED
Shares25,298 from 12,586
Change+12,712 (+101%)
Value$559.1K (+$268.0K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares25,182 from 25,182
Change0 (0%)
Value$556.5K (-$25.9K)
Filed 2026-10-27
Midwest Financial Network, LLC
INCREASED
Shares24,480 from 21,131
Change+3,349 (+16%)
Value$541.0K (+$52.2K)
Filed 2026-10-13
Legacy Advisory Services, LLC
NEW
Shares24,064
Change+24,064
Value$531.8K
Filed 2026-10-20
Alpha Omega Wealth Management LLC
DECREASED
Shares23,766 from 23,826
Change-60 (0%)
Value$525.2K (-$25.9K)
Filed 2026-10-23
Pinion Investment Advisors, LLC
INCREASED
Shares23,433 from 20,996
Change+2,437 (+12%)
Value$517.9K (+$32.2K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares23,412 from 23,412
Change0 (0%)
Value$517.4K (-$24.1K)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares23,246 from 28,599
Change-5,353 (-19%)
Value$513.7K (-$147.8K)
Filed 2026-10-29
Breakthru Advisory Services, LLC
INCREASED
Shares23,223 from 19,441
Change+3,782 (+19%)
Value$513.2K (+$63.6K)
Filed 2026-10-13
LVW Advisors, LLC
DECREASED
Shares22,916 from 108,260
Change-85,344 (-79%)
Value$506.4K (-$2.0M)
Filed 2026-10-19
Downshift Financial, LLC
UNCHANGED
Shares22,873 from 22,873
Change0 (0%)
Value$505.5K (-$23.6K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares22,664 from 21,638
Change+1,026 (+5%)
Value$500.9K (+$388)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares22,550 from 29,512
Change-6,962 (-24%)
Value$498.4K (-$184.3K)
Filed 2026-11-04
Carroll Advisory Group, LLC
UNCHANGED
Shares22,204 from 22,204
Change0 (0%)
Value$490.7K (-$22.9K)
Filed 2026-10-16
Seek First Inc.
INCREASED
Shares22,034 from 21,826
Change+208 (+1%)
Value$486.9K (-$17.9K)
Filed 2026-10-27
Sawgrass Asset Management LLC
INCREASED
Shares21,682 from 21,177
Change+505 (+2%)
Value$479.2K (-$10.7K)
Filed 2026-11-03
Milestones Private Investment Advisors LLC
DECREASED
Shares21,449 from 23,176
Change-1,727 (-7%)
Value$474.0K (-$62.0K)
Filed 2026-10-19
Stewardship Concepts Financial Services LLC
DECREASED
Shares21,371 from 37,803
Change-16,432 (-43%)
Value$472.3K (-$402.1K)
Filed 2026-10-06
Partners in Financial Planning
INCREASED
Shares21,197 from 13,625
Change+7,572 (+56%)
Value$468.5K (+$153.3K)
Filed 2026-11-06
New Harbor Financial Group, LLC
DECREASED
Shares20,900 from 26,162
Change-5,262 (-20%)
Value$461.9K (-$143.2K)
Filed 2026-10-22
Soltis Investment Advisors LLC
NEW
Shares20,863
Change+20,863
Value$461.1K
Filed 2026-10-28
RBA Wealth Management, LLC
DECREASED
Shares20,756 from 21,086
Change-330 (-2%)
Value$458.7K (-$29.0K)
Filed 2026-10-28
Silverlake Wealth Management LLC
INCREASED
Shares20,632 from 13,857
Change+6,775 (+49%)
Value$456.0K (+$135.5K)
Filed 2026-10-21
RCW Management, LLC
UNCHANGED
Shares20,609 from 20,609
Change0 (0%)
Value$455.5K (-$21.2K)
Filed 2026-10-30
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares20,606 from 22,018
Change-1,412 (-6%)
Value$454.0K (-$55.3K)
Filed 2026-10-20
Ridgeline Wealth, LLC
DECREASED
Shares20,505 from 20,888
Change-383 (-2%)
Value$454.2K (-$29.0K)
Filed 2026-10-14
Cooper Financial Group
DECREASED
Shares20,469 from 22,226
Change-1,757 (-8%)
Value$452.4K (-$61.7K)
Filed 2026-10-07
Hardin Capital Partners, LLC
INCREASED
Shares20,045 from 19,991
Change+54 (+0%)
Value$443.0K (-$19.9K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares20,000 from 19,625
Change+375 (+2%)
Value$442.0K (-$11.9K)
Filed 2026-10-19
TrustWell Financial Advisors, LLC
UNCHANGED
Shares19,988 from 19,988
Change0 (0%)
Value$441.7K (-$20.6K)
Filed 2026-10-15
Wedmont Private Capital
UNCHANGED
Shares19,610 from 19,610
Change0 (0%)
Value$433.4K (-$16.3K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED
Shares19,269 from 15,454
Change+3,815 (+25%)
Value$425.9K (+$68.4K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares18,901 from 14,998
Change+3,903 (+26%)
Value$417.7K (+$73.4K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares18,817 from 6,315
Change+12,502 (+198%)
Value$415.9K (+$269.8K)
Filed 2026-10-14
Financial Consulate, Inc
UNCHANGED
Shares18,718 from 18,718
Change0 (0%)
Value$413.7K (-$19.3K)
Filed 2026-10-23
Investment Planning Advisors, Inc.
INCREASED
Shares18,646 from 17,854
Change+792 (+4%)
Value$412.1K (-$886)
Filed 2026-10-14
MN Wealth Advisors, LLC
INCREASED
Shares18,499 from 13,373
Change+5,126 (+38%)
Value$408.8K (+$99.5K)
Filed 2026-10-23
Code Waechter LLC
DECREASED
Shares18,126 from 18,235
Change-109 (-1%)
Value$400.6K (-$21.2K)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED
Shares17,945 from 17,266
Change+679 (+4%)
Value$396.6K (-$2.8K)
Filed 2026-10-14
Rose Capital Advisors LLC
NEW
Shares17,908
Change+17,908
Value$395.8K
Filed 2026-11-04
Chesley Taft & Associates LLC
INCREASED
Shares17,719 from 11,610
Change+6,109 (+53%)
Value$391.6K (+$123.0K)
Filed 2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares17,563 from 10,354
Change+7,209 (+70%)
Value$388.1K (+$148.7K)
Filed 2026-11-06
Lederer & Associates Investment Counsel
DECREASED
Shares17,424 from 17,504
Change-80 (0%)
Value$385 (-$20)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares17,227 from 19,819
Change-2,592 (-13%)
Value$380.7K (-$77.7K)
Filed 2026-11-06
Trinity Wealth Management, LLC
INCREASED
Shares16,735 from 10,099
Change+6,636 (+66%)
Value$369.8K (+$136.3K)
Filed 2026-10-13
Gleason Group, Inc.
INCREASED
Shares16,519 from 16,443
Change+76 (+0%)
Value$365.1K (-$15.3K)
Filed 2026-10-15
Leading Edge Financial Planning LLC
UNCHANGED
Shares16,480 from 16,480
Change0 (0%)
Value$364.2K (-$17.0K)
Filed 2026-10-23
Daytona Street Capital LLC
UNCHANGED
Shares16,473 from 16,473
Change0 (0%)
Value$361.8K (-$15.6K)
Filed 2026-10-15
Courage Miller Partners, LLC
UNCHANGED
Shares16,460 from 16,460
Change0 (0%)
Value$363.8K (-$17.0K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED
Shares16,282 from 17,115
Change-833 (-5%)
Value$359.8K (-$37.7K)
Filed 2026-10-13
Bigelow Investment Advisors, LLC
DECREASED
Shares16,115 from 17,457
Change-1,342 (-8%)
Value$356.1K (-$47.6K)
Filed 2026-10-13
MKD Wealth Coaches, LLC
INCREASED
Shares15,928 from 15,539
Change+389 (+3%)
Value$352.0K (-$7.4K)
Filed 2026-10-09
Legacy Edge Advisors, LLC
INCREASED
Shares15,889 from 12,958
Change+2,931 (+23%)
Value$351.1K (+$51.4K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares15,697 from 15,205
Change+492 (+3%)
Value$346.9K (-$4.8K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares15,469
Change+15,469
Value$341.9K
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares15,368 from 15,368
Change0 (0%)
Value$355.5K ($0)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares15,334 from 15,487
Change-153 (-1%)
Value$338.9K (-$19.3K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares14,814 from 12,933
Change+1,881 (+15%)
Value$328.6K (+$29.5K)
Filed 2026-11-03
Index Fund Advisors, Inc.
INCREASED
Shares14,814 from 14,656
Change+158 (+1%)
Value$327.4K (-$11.6K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
NEW
Shares14,759
Change+14,759
Value$326.5K
Filed 2026-10-27
Stevens Capital Partners
INCREASED
Shares14,336 from 14,052
Change+284 (+2%)
Value$316.8K (-$8.2K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares14,185 from 14,242
Change-57 (0%)
Value$313.5K (-$15.9K)
Filed 2026-10-23
Diversified Investment Strategies, LLC
DECREASED
Shares14,145 from 14,395
Change-250 (-2%)
Value$312.6K (-$20.4K)
Filed 2026-10-28
Burns J W & Co Inc
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$309.4K (-$14.4K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares13,912 from 13,405
Change+507 (+4%)
Value$307.5K (-$2.6K)
Filed 2026-11-03
Novem Group
DECREASED
Shares13,902 from 14,058
Change-156 (-1%)
Value$307.2K (-$17.9K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED
Shares13,745 from 10,609
Change+3,136 (+30%)
Value$303.8K (+$58.4K)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares13,616 from 13,471
Change+145 (+1%)
Value$300.9K (-$10.7K)
Filed 2026-10-30
Portland Financial Advisors Inc
NEW
Shares13,412
Change+13,412
Value$296.4K
Filed 2026-10-26
HB Wealth Management, LLC
DECREASED
Shares13,200 from 50,111
Change-36,911 (-74%)
Value$291.7K (-$867.4K)
Filed 2026-10-23
Grey Ledge Advisors, LLC
DECREASED
Shares13,142 from 14,815
Change-1,673 (-11%)
Value$290.4K (-$52.2K)
Filed 2026-11-02
L.K. Benson & Company, P.C.
NEW
Shares13,138
Change+13,138
Value$290.4K
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares13,038 from 13,015
Change+23 (+0%)
Value$288.1K (-$12.9K)
Filed 2026-10-13
Burk Holdings LLC
UNCHANGED
Shares12,911 from 12,911
Change0 (0%)
Value$285.3K (-$13.3K)
Filed 2026-11-05
Walker Financial Services, Inc.
INCREASED
Shares12,840 from 12,773
Change+67 (+1%)
Value$283.8K (-$11.7K)
Filed 2026-10-26
Swmg, LLC
INCREASED
Shares12,545 from 12,491
Change+54 (+0%)
Value$281.8K (-$4.4K)
Filed 2026-10-23
Headland Capital, LLC
NEW
Shares12,505
Change+12,505
Value$276.4K
Filed 2026-11-06
Retirement Guys Formula LLC
DECREASED
Shares12,171 from 12,345
Change-174 (-1%)
Value$269.0K (-$16.6K)
Filed 2026-10-26
True North Advisors, LLC
DECREASED
Shares12,135 from 16,140
Change-4,005 (-25%)
Value$268.2K (-$105.1K)
Filed 2026-10-22
Forum Financial Management, LP
INCREASED
Shares12,104 from 11,789
Change+315 (+3%)
Value$267.5K (-$5.2K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares11,832 from 9,027
Change+2,805 (+31%)
Value$261.5K (+$52.7K)
Filed 2026-10-27
One Advisory Partners, LLC
DECREASED
Shares11,822 from 19,405
Change-7,583 (-39%)
Value$261.3K (-$187.6K)
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares11,320 from 11,307
Change+13 (+0%)
Value$250.2K (-$11.4K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares11,292 from 11,408
Change-116 (-1%)
Value$249.6K (-$14.3K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares10,947
Change+10,947
Value$241.9K
Filed 2026-10-28
Elevation Wealth Management LLC
INCREASED
Shares10,939 from 9,832
Change+1,107 (+11%)
Value$241.8K (+$14.3K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
INCREASED
Shares10,919 from 8,700
Change+2,219 (+26%)
Value$241.3K (+$40.1K)
Filed 2026-11-04
GS Investments, Inc.
DECREASED
Shares10,741 from 10,958
Change-217 (-2%)
Value$237.4K (-$16.1K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares10,556 from 10,606
Change-50 (0%)
Value$233 (-$244.8K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
DECREASED
Shares10,407 from 10,428
Change-21 (0%)
Value$230.0K (-$11.2K)
Filed 2026-10-19
Aspiriant, LLC
UNCHANGED
Shares10,372 from 10,372
Change0 (0%)
Value$229.2K (-$10.7K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares10,359 from 8,813
Change+1,546 (+18%)
Value$228.9K (+$25.1K)
Filed 2026-11-05
Cannon Financial Strategists, Inc.
DECREASED
Shares10,307 from 19,214
Change-8,907 (-46%)
Value$227.8K (-$216.6K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares10,277 from 82,582
Change-72,305 (-88%)
Value$227.1K (-$1.7M)
Filed 2026-10-08
Lewis Asset Management, LLC
DECREASED
Shares10,236 from 10,839
Change-603 (-6%)
Value$226.2K (-$24.5K)
Filed 2026-10-14
Peak Wealth Management LLC
NEW
Shares10,125
Change+10,125
Value$225.5K
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares10,008 from 10,508
Change-500 (-5%)
Value$221.2K (-$21.9K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
DECREASED
Shares9,940 from 9,962
Change-22 (0%)
Value$219.7K (-$10.7K)
Filed 2026-11-05
Accelerate Investment Advisors LLC
DECREASED
Shares9,713 from 9,715
Change-2 (0%)
Value$214.7K (-$10.1K)
Filed 2026-11-02
Quartz Partners, LLC
NEW
Shares9,504
Change+9,504
Value$210.0K
Filed 2026-11-03
Whelan Financial
DECREASED
Shares9,252 from 9,357
Change-105 (-1%)
Value$204.5K (-$12.0K)
Filed 2026-10-28
Private Client Services, LLC
UNCHANGED
Shares9,138 from 9,138
Change0 (0%)
Value$202.0K (-$9.4K)
Filed 2026-10-02
SRH Advisors, LLC
UNCHANGED
Shares9,106 from 9,106
Change0 (0%)
Value$201.2K (-$9.4K)
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares8,957 from 7,445
Change+1,512 (+20%)
Value$198.0K (+$25.8K)
Filed 2026-10-08
Chapman Financial Group, LLC
DECREASED
Shares8,930 from 11,230
Change-2,300 (-20%)
Value$197.4K (-$62.4K)
Filed 2026-10-26
CX Institutional
UNCHANGED
Shares8,628 from 8,628
Change0 (0%)
Value$191 (-$9)
Filed 2026-10-02
Armstrong Advisory Group, Inc
INCREASED
Shares7,670 from 4,739
Change+2,931 (+62%)
Value$169.5K (+$59.9K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED
Shares7,500 from 9,328
Change-1,828 (-20%)
Value$165.8K (-$50.0K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares7,306 from 7,278
Change+28 (+0%)
Value$161.5K (-$6.9K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares7,094 from 7,094
Change0 (0%)
Value$156.8K (-$7.3K)
Filed 2026-10-07
Eastern Bank
NEW
Shares7,036
Change+7,036
Value$155.5K
Filed 2026-10-05
Spire Wealth Management
INCREASED
Shares6,708 from 5,963
Change+745 (+12%)
Value$148.2K (+$10.3K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares5,959 from 3,077
Change+2,882 (+94%)
Value$131.7K (+$60.5K)
Filed 2026-10-07
Evensky & Katz LLC
INCREASED
Shares5,801 from 5,739
Change+62 (+1%)
Value$128 (-$132.9K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares5,757 from 5,757
Change0 (0%)
Value$127.2K (-$5.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares4,969 from 5,044
Change-75 (-1%)
Value$109.8K (-$6.9K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares4,413 from 4,413
Change0 (0%)
Value$97.5K (-$4.5K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares4,368 from 4,332
Change+36 (+1%)
Value$96.4K (-$3.4K)
Filed 2026-10-09
Montgomery Financial Services LLC
NEW
Shares4,046
Change+4,046
Value$89.4K
Filed 2026-11-03
Owl Creek Wealth Partners LLC
NEW
Shares3,795
Change+3,795
Value$83.9K
Filed 2026-10-20
Granite Investment Partners, LLC
UNCHANGED
Shares3,780 from 3,780
Change0 (0%)
Value$83.5K (-$3.9K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares3,693
Change+3,693
Value$81.6K
Filed 2026-10-27
United Financial Planning Group LLC
INCREASED
Shares3,398 from 3,362
Change+36 (+1%)
Value$75.1K (-$2.7K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares3,361 from 13,001
Change-9,640 (-74%)
Value$74.3K (-$226.4K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares3,174 from 3,141
Change+33 (+1%)
Value$70.2K (-$2.5K)
Filed 2026-10-13
Tompkins Financial Corp
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$63.3K (-$2.9K)
Filed 2026-10-05
Versant Capital Management, Inc
UNCHANGED
Shares2,234 from 2,234
Change0 (0%)
Value$49.4K (-$2.3K)
Filed 2026-10-02
Townsend Asset Management Corp
INCREASED
Shares2,079 from 2,058
Change+21 (+1%)
Value$45.9K (-$1.7K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares1,948 from 1,788
Change+160 (+9%)
Value$43.0K (+$1.7K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares1,659 from 2,386
Change-727 (-30%)
Value$36.7K (-$18.5K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$33.8K (-$1.6K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,386 from 1,540
Change-154 (-10%)
Value$30.6K (-$5.0K)
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$26.5K (-$1.2K)
Filed 2026-10-14
Financial Management Professionals, Inc.
DECREASED
Shares1,150 from 1,564
Change-414 (-26%)
Value$25.4K (-$10.8K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares1,066 from 1,064
Change+2 (+0%)
Value$24.7K (+$46)
Filed 2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$21.9K (-$1.0K)
Filed 2026-10-09
Toth Financial Advisory Corp
DECREASED
Shares958 from 2,420
Change-1,462 (-60%)
Value$21.2K (-$34.8K)
Filed 2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$20.6K (-$958)
Filed 2026-10-05
UMB Bank, n.a.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$14.4K (-$670)
Filed 2026-11-06
Peachtree Investment Partners, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$14.4K (-$670)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares598 from 594
Change+4 (+1%)
Value$13.2K (-$515)
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$12.2K (-$568)
Filed 2026-10-28
Atmos Advisory, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$9.7K (-$450)
Filed 2026-10-06
EPG Wealth Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$8.8K (-$412)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares392
Change+392
Value$8.7K
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$8.4K (-$389)
Filed 2026-10-22
Trust Co
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$7.7K (-$357)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$7.6K (-$355)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.6K (-$309)
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$6.5K (-$304)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$6.4K (-$300)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares284 from 281
Change+3 (+1%)
Value$6.3K (-$223)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$5.3K (-$249)
Filed 2026-10-30
Evermay Wealth Management LLC
NEW
Shares221
Change+221
Value$4.9K
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares214 from 211
Change+3 (+1%)
Value$4.7K (-$168)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.4K (-$192)
Filed 2026-10-16
Lodestone Wealth Management LLC
INCREASED
Shares188 from 158
Change+30 (+19%)
Value$4.2K (+$505)
Filed 2026-10-14
Markowski Investments
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$3.8K (-$175)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$3.0K (-$138)
Filed 2026-11-02
Birchbrook, Inc.
INCREASED
Shares133 from 132
Change+1 (+1%)
Value$2.9K (-$105)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$2.8K (-$116)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
NEW
Shares122
Change+122
Value$2.7K
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.2K (-$103)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares95
Change+95
Value$2.1K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.1K (-$97)
Filed 2026-10-20
Tradewinds Capital Management, LLC
INCREASED
Shares79 from 78
Change+1 (+1%)
Value$1.7K (-$62)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
NEW
Shares76
Change+76
Value$1.7K
Filed 2026-10-23
Weaver Capital Management LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$1.7K (-$85)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$155 (-$7)
Filed 2026-10-28
Kings Path Partners LLC
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$133 (+$64)
Filed 2026-10-21
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$89 (-$4)
Filed 2026-10-07
TruNorth Capital Management, LLC
CLOSED
Shares0 from 1,337,186
Change-1,337,186 (-100%)
Value$0 (-$30.9M)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 314,239
Change-314,239 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 215,559
Change-215,559 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-21
Eagle Harbor Asset Management Inc
CLOSED
Shares0 from 101,100
Change-101,100 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-21
OMC Financial Services LTD
CLOSED
Shares0 from 55,050
Change-55,050 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Fidelis iM, LLC
CLOSED
Shares0 from 37,360
Change-37,360 (-100%)
Value$0 (-$864.1K)
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 37,102
Change-37,102 (-100%)
Value$0 (-$858.2K)
Filed 2026-10-15
Associated Banc-Corp
CLOSED
Shares0 from 34,800
Change-34,800 (-100%)
Value$0 (-$804.9K)
Filed 2026-10-30
Core Wealth Partners LLC
CLOSED
Shares0 from 27,540
Change-27,540 (-100%)
Value$0 (-$637.0K)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 26,983
Change-26,983 (-100%)
Value$0 (-$623.1K)
Filed 2026-10-16
FDx Advisors, Inc.
CLOSED
Shares0 from 19,545
Change-19,545 (-100%)
Value$0 (-$452.0K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 18,287
Change-18,287 (-100%)
Value$0 (-$423.0K)
Filed 2026-10-26
Fermata Advisors, LLC
CLOSED
Shares0 from 18,246
Change-18,246 (-100%)
Value$0 (-$422.0K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 11,396
Change-11,396 (-100%)
Value$0 (-$263.6K)
Filed 2026-10-15
Meridian Wealth Management, LLC
CLOSED
Shares0 from 11,324
Change-11,324 (-100%)
Value$0 (-$261.9K)
Filed 2026-11-05
Vicus Capital
CLOSED
Shares0 from 11,317
Change-11,317 (-100%)
Value$0 (-$261.8K)
Filed 2026-11-05
Fisher Asset Management, LLC
CLOSED
Shares0 from 10,888
Change-10,888 (-100%)
Value$0 (-$251.8K)
Filed 2026-11-06
HBK Sorce Advisory LLC
CLOSED
Shares0 from 10,847
Change-10,847 (-100%)
Value$0 (-$247.6K)
Filed 2026-11-06
Embree Financial Group
CLOSED
Shares0 from 10,645
Change-10,645 (-100%)
Value$0 (-$246.2K)
Filed 2026-10-22
HBW Advisory Services LLC
CLOSED
Shares0 from 10,243
Change-10,243 (-100%)
Value$0 (-$236.9K)
Filed 2026-10-15
PUREfi Wealth, LLC
CLOSED
Shares0 from 9,739
Change-9,739 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-19
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 9,466
Change-9,466 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-21
Vaughan David Investments LLC
CLOSED
Shares0 from 9,451
Change-9,451 (-100%)
Value$0 (-$219.0K)
Filed 2026-11-05
Emerald Advisors, LLC
CLOSED
Shares0 from 9,002
Change-9,002 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 8,902
Change-8,902 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-15
Wlth Capital Management, LLC
CLOSED
Shares0 from 8,852
Change-8,852 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-20
Compound Planning, Inc.
CLOSED
Shares0 from 8,718
Change-8,718 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 7,923
Change-7,923 (-100%)
Value$0 (-$183.3K)
Filed 2026-11-05
Evolution Advisers, Inc.
CLOSED
Shares0 from 7,636
Change-7,636 (-100%)
Value$0 (-$176.0K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 2,836
Change-2,836 (-100%)
Value$0 (-$65.6K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,499
Change-2,499 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 1,381
Change-1,381 (-100%)
Value$0 (-$32.0K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 1,196
Change-1,196 (-100%)
Value$0 (-$27.7K)
Filed 2026-10-29
Wagner Wealth Management, LLC
CLOSED
Shares0 from 784
Change-784 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-02
Atwood & Palmer Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$995)
Filed 2026-10-08
Russell Investments Group, Ltd.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$116)
Filed 2026-11-06
JPMorgan Chase & Co
N/A
Shares— from 14,422,540
Change-14,422,540 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 10,420,258
Change-10,420,258 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,809,636
Change-6,809,636 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,681,166
Change-5,681,166 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,292,060
Change-4,292,060 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,483,103
Change-3,483,103 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,071,596
Change-3,071,596 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,345,726
Change-2,345,726 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,278,622
Change-2,278,622 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,132,074
Change-2,132,074 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,863,166
Change-1,863,166 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,686,818
Change-1,686,818 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,618,956
Change-1,618,956 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,497,382
Change-1,497,382 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,456,131
Change-1,456,131 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 1,419,857
Change-1,419,857 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,395,164
Change-1,395,164 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,347,082
Change-1,347,082 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,300,211
Change-1,300,211 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,280,658
Change-1,280,658 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,249,911
Change-1,249,911 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,001,923
Change-1,001,923 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 988,119
Change-988,119 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 917,188
Change-917,188 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 914,465
Change-914,465 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 880,216
Change-880,216 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 840,712
Change-840,712 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 806,123
Change-806,123 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 683,806
Change-683,806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 669,556
Change-669,556 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 652,171
Change-652,171 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 617,083
Change-617,083 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 542,124
Change-542,124 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 520,436
Change-520,436 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 517,566
Change-517,566 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 458,444
Change-458,444 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 434,154
Change-434,154 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 429,753
Change-429,753 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 395,992
Change-395,992 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 395,961
Change-395,961 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 383,817
Change-383,817 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 379,697
Change-379,697 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 375,297
Change-375,297 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 356,966
Change-356,966 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 341,513
Change-341,513 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 318,499
Change-318,499 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 303,669
Change-303,669 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 303,056
Change-303,056 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 299,107
Change-299,107 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 292,966
Change-292,966 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 276,959
Change-276,959 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 259,164
Change-259,164 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 256,386
Change-256,386 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 250,805
Change-250,805 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 246,838
Change-246,838 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 222,234
Change-222,234 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 215,306
Change-215,306 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 214,984
Change-214,984 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 208,247
Change-208,247 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 206,837
Change-206,837 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 200,094
Change-200,094 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 197,656
Change-197,656 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 178,010
Change-178,010 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 169,162
Change-169,162 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 168,200
Change-168,200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 166,855
Change-166,855 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 163,238
Change-163,238 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 159,791
Change-159,791 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 159,044
Change-159,044 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 157,463
Change-157,463 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 154,434
Change-154,434 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 143,456
Change-143,456 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 137,096
Change-137,096 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 133,559
Change-133,559 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 130,938
Change-130,938 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 129,547
Change-129,547 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 129,203
Change-129,203 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 124,040
Change-124,040 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 123,338
Change-123,338 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 123,034
Change-123,034 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 121,609
Change-121,609 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 120,235
Change-120,235 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 119,776
Change-119,776 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 119,487
Change-119,487 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 118,298
Change-118,298 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 116,739
Change-116,739 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 115,246
Change-115,246 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 112,283
Change-112,283 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 109,176
Change-109,176 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 104,017
Change-104,017 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 103,755
Change-103,755 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 103,630
Change-103,630 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 85,669
Change-85,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 81,496
Change-81,496 (-100%)
Value—
Boston Partners
N/A
Shares— from 77,883
Change-77,883 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 76,361
Change-76,361 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 75,785
Change-75,785 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 75,373
Change-75,373 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 74,458
Change-74,458 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 72,645
Change-72,645 (-100%)
Value—
Nwam LLC
N/A
Shares— from 72,136
Change-72,136 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 67,085
Change-67,085 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 66,385
Change-66,385 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 65,187
Change-65,187 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 64,830
Change-64,830 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 64,379
Change-64,379 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 63,287
Change-63,287 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 63,009
Change-63,009 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 60,286
Change-60,286 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 60,233
Change-60,233 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 58,649
Change-58,649 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 57,160
Change-57,160 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 55,255
Change-55,255 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 53,247
Change-53,247 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 53,056
Change-53,056 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 52,899
Change-52,899 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 52,285
Change-52,285 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 51,668
Change-51,668 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 50,447
Change-50,447 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 44,001
Change-44,001 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 43,585
Change-43,585 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 42,603
Change-42,603 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 41,927
Change-41,927 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 40,600
Change-40,600 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 40,492
Change-40,492 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 40,110
Change-40,110 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 39,900
Change-39,900 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 39,425
Change-39,425 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 39,228
Change-39,228 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 38,126
Change-38,126 (-100%)
Value—
&partners
N/A
Shares— from 37,376
Change-37,376 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 37,305
Change-37,305 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 36,446
Change-36,446 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 36,345
Change-36,345 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 35,714
Change-35,714 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 34,384
Change-34,384 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 32,259
Change-32,259 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 31,416
Change-31,416 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 31,290
Change-31,290 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 28,619
Change-28,619 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 28,558
Change-28,558 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 27,723
Change-27,723 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 27,627
Change-27,627 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 26,160
Change-26,160 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 25,149
Change-25,149 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 24,940
Change-24,940 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 24,741
Change-24,741 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 23,050
Change-23,050 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 21,885
Change-21,885 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 21,847
Change-21,847 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 21,333
Change-21,333 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 20,960
Change-20,960 (-100%)
Value—
Ketron Financial
N/A
Shares— from 20,689
Change-20,689 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,986
Change-19,986 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 17,981
Change-17,981 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 17,854
Change-17,854 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 17,740
Change-17,740 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 17,231
Change-17,231 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 17,070
Change-17,070 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,541
Change-16,541 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 16,266
Change-16,266 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,154
Change-16,154 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 15,324
Change-15,324 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 14,815
Change-14,815 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,086
Change-14,086 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,978
Change-13,978 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,977
Change-13,977 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 13,601
Change-13,601 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,589
Change-12,589 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,312
Change-12,312 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,176
Change-12,176 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 11,815
Change-11,815 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 9,438
Change-9,438 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 7,753
Change-7,753 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,991
Change-4,991 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 902
Change-902 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 792
Change-792 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 741
Change-741 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 735
Change-735 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 532
Change-532 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 219
Change-219 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 56
Change-56 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Avantax Planning Partners, Inc.
DECREASED7,815,6247,975,307-159,683-2%$184.5M$172.7M-$11.7M2026-11-03
Kohmann Bosshard Financial Services, LLC
INCREASED3,901,3223,855,498+45,824+1%$89.2M$86.2M-$3.0M2026-11-04
Charles Schwab Trust Co
DECREASED3,859,1736,601,917-2,742,744-42%$152.7M$85.3M-$67.4M2026-10-15
Rational Advisors, Inc.
INCREASED3,248,1123,142,160+105,952+3%$72.7M$71.8M-$894.9K2026-11-02
McAdam, LLC
DECREASED2,592,8702,609,832-16,962-1%$60.4M$57.3M-$3.1M2026-10-21
Pioneer Wealth Management Group
INCREASED2,526,9952,249,290+277,705+12%$52.0M$55.8M+$3.8M2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED2,267,7762,171,145+96,631+4%$49.8M$50.1M+$333.5K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED1,781,3961,474,760+306,636+21%$34.0M$39.4M+$5.4M2026-11-02
ZynergyRetirementPlanningLLC
INCREASED1,748,7061,405,679+343,027+24%$32.5M$38.6M+$6.1M2026-10-08
Financial Life Advisors
INCREASED1,641,2701,573,243+68,027+4%$36.4M$36.3M-$117.1K2026-10-14
Blue Trust, Inc.
DECREASED1,517,8121,548,018-30,206-2%$35.8M$33.5M-$2.3M2026-10-15
Mokosak Advisory Group, LLC
INCREASED1,373,4651,297,292+76,173+6%$30.0M$30.4M+$347.1K2026-10-20
Ascent Group, LLC
INCREASED1,345,012633,680+711,332+112%$14.7M$29.7M+$15.1M2026-10-30
LPL Financial LLC
INCREASED1,147,0671,118,991+28,076+3%$25.9M$25.4M-$532.1K2026-11-06
TSA Wealth Managment LLC
INCREASED1,135,1161,023,367+111,749+11%$23.7M$25.1M+$1.4M2026-10-22
Tenret Co LLC
NEW1,046,222—+1,046,222——$23.1M—2026-11-02
Asset Allocation Strategies LLC
INCREASED1,036,672933,117+103,555+11%$21.6M$22.9M+$1.3M2026-10-20
Towercrest Capital Management
INCREASED1,025,067956,732+68,335+7%$22.1M$22.7M+$524.8K2026-10-23
Alliance Wealth Management Group
INCREASED1,025,067956,732+68,335+7%$22.1M$22.7M+$524.8K2026-10-29
Daymark Wealth Partners, LLC
DECREASED987,2351,273,968-286,733-23%$29.5M$21.8M-$7.6M2026-11-04
Bond & Devick Financial Network, Inc.
INCREASED950,913879,141+71,772+8%$20.3M$21.0M+$680.7K2026-10-23
Creative Planning
DECREASED876,920976,364-99,444-10%$22.6M$19.4M-$3.2M2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED836,926872,446-35,520-4%$20.2M$18.5M-$1.7M2026-10-14
Revolve Wealth Partners, LLC
INCREASED834,951756,987+77,964+10%$17.5M$18.5M+$943.3K2026-10-23
Security Financial Services, Inc.
INCREASED804,879468,336+336,543+72%$10.8M$17.8M+$7.0M2026-10-29
Arnold Financial Planning LLC
INCREASED796,263686,760+109,503+16%$15.9M$17.6M+$1.7M2026-10-20
Cypress Wealth Services, LLC
INCREASED773,764659,249+114,515+17%$15.2M$17.0M+$1.8M2026-10-21
Savant Capital, LLC
DECREASED760,7231,688,291-927,568-55%$39.1M$16.8M-$22.3M2026-11-06
Revisor Wealth Management LLC
INCREASED743,991726,046+17,945+2%$16.8M$16.6M-$223.2K2026-10-20
James J. Burns & Company, LLC
INCREASED672,885666,919+5,966+1%$15.4M$14.9M-$555.1K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED654,703822,511-167,808-20%$19.1M$14.5M-$4.6M2026-10-13
CFS Investment Advisory Services, LLC
INCREASED652,940539,041+113,899+21%$12.4M$14.4M+$2.0M2026-10-19
Cedar Mountain Advisors, LLC
INCREASED651,335641,351+9,984+2%$14.8M$14.4M-$439.9K2026-10-15
Columbus Macro, LLC
INCREASED646,876626,849+20,027+3%$14.5M$14.3M-$203.1K2026-10-14
CFG Wealth Management Services, Inc.
INCREASED638,792572,537+66,255+12%$13.7M$14.1M+$373.8K2026-10-21
Bestgate Wealth Advisors, LLC
INCREASED635,063190,531+444,532+233%$4.4M$14.0M+$9.6M2026-10-13
Farther Finance Advisors, LLC
INCREASED601,449307,187+294,262+96%$7.1M$13.3M+$6.2M2026-10-08
Amicus Financial Advisors, LLC
INCREASED588,425578,621+9,804+2%$13.4M$13.0M-$379.3K2026-11-03
Tempus Wealth Planning, LLC
INCREASED582,814495,023+87,791+18%$11.4M$12.9M+$1.4M2026-10-14
Christensen, King & Associates Investment Services, Inc.
INCREASED577,746544,016+33,730+6%$12.6M$12.8M+$185.1K2026-10-22
Myecfo, LLC
INCREASED570,273562,920+7,353+1%$13.0M$12.6M-$417.3K2026-10-14
Compass Financial Group, Inc
INCREASED567,608428,065+139,543+33%$9.9M$12.5M+$2.6M2026-10-13
Pacific Park Financial, Inc.
DECREASED540,851658,197-117,346-18%$15.2M$12.0M-$3.3M2026-10-13
SigFig Wealth Management, LLC
INCREASED507,775482,157+25,618+5%$11.2M$11.2M+$21.3K2026-10-07
Reston Wealth Management LLC
INCREASED492,794454,858+37,936+8%$10.5M$10.9M+$369.9K2026-10-29
Ballast Financial Advisors LLC
DECREASED484,699523,539-38,840-7%$12.1M$10.7M-$1.4M2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED473,077472,026+1,051+0%$10.9M$10.5M-$463.0K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED471,289401,320+69,969+17%$9.3M$10.4M+$1.1M2026-11-03
Affinity Capital Advisors, LLC
INCREASED465,237369,750+95,487+26%$8.5M$10.3M+$1.8M2026-10-13
Grove Street Fiduciary, LLC
DECREASED451,322461,694-10,372-2%$10.7M$10.0M-$704.8K2026-10-13
IFP Advisors, Inc
INCREASED450,734429,530+21,204+5%$9.9M$10.0M+$26.2K2026-10-16
Park Avenue Securities LLC
INCREASED448,365316,044+132,321+42%$7.3M$9.9K-$7.3M2026-10-26
Peak Financial Management, Inc.
INCREASED447,574423,666+23,908+6%$9.8M$9.9M+$92.0K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED443,804378,422+65,382+17%$8.8M$9.8K-$8.7M2026-11-02
Unify Financial Advisors
INCREASED413,473384,558+28,915+8%$8.9M$9.1M+$242.9K2026-11-03
Heritage Family Offices, LLP
INCREASED412,627314,239+98,388+31%$7.3M$9.1M+$1.9M2026-11-02
Wakefield Asset Management Lllp
INCREASED403,362221,297+182,065+82%$5.1M$8.9M+$3.8M2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED392,650811,408-418,758-52%$18.8M$8.7M-$10.1M2026-11-05
Client 1ST Advisory Group, LLC
INCREASED386,133365,009+21,124+6%$8.4M$8.5M+$90.9K2026-10-19
Creative Financial Designs Inc
INCREASED377,939348,079+29,860+9%$8.1M$8.4M+$301.4K2026-11-04
Fairway Financial, LLC
INCREASED373,862276,475+97,387+35%$6.4M$8.3M+$1.9M2026-10-20
Avior Wealth Management, LLC
INCREASED362,368341,085+21,283+6%$7.9M$8.0M+$119.0K2026-10-13
Vise Technologies, Inc.
INCREASED340,91154,100+286,811+530%$1.3M$7.5M+$6.3M2026-10-29
Midwest Financial Group LLC
INCREASED340,348334,025+6,323+2%$7.7M$7.5M-$204.3K2026-10-15
FFG Retirement Advisors LLC
DECREASED336,921346,738-9,817-3%$8.0M$7.4M-$574.1K2026-10-20
Strategic Blueprint, LLC
INCREASED319,924149,289+170,635+114%$3.5M$7.1M+$3.6M2026-10-22
Hengehold Capital Management LLC
INCREASED317,493314,736+2,757+1%$7.3M$7.0M-$263.2K2026-10-16
Forthright Family Wealth Advisory LLC
DECREASED312,917316,590-3,673-1%$7.3M$6.9M-$407.3K2026-11-03
Manske Wealth Management
INCREASED306,426251,298+55,128+22%$5.8M$6.8M+$959.5K2026-10-26
AlphaCore Capital LLC
DECREASED292,481307,327-14,846-5%$7.1M$6.5M-$644.7K2026-11-04
Newport Capital Group, LLC
NEW284,283—+284,283——$6.4M—2026-10-16
Perigon Wealth Management, LLC
INCREASED283,415222,554+60,861+27%$5.1M$6.3M+$1.1M2026-10-22
Fifth Third Securities, Inc.
DECREASED278,831293,691-14,860-5%$6.8M$6.2M-$630.9K2026-10-21
Hoxton Planning & Management, LLC
DECREASED275,521284,701-9,180-3%$6.6M$6.1M-$496.1K2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED274,494287,290-12,796-4%$6.6M$6.1M-$578.7K2026-10-28
Curtis Advisory Group, LLC
INCREASED270,129262,624+7,505+3%$6.1M$6.0M-$104.6K2026-10-28
Balboa Wealth Partners
INCREASED268,997219,230+49,767+23%$5.1M$5.9M+$874.0K2026-10-20
Focus Financial Network, Inc.
INCREASED261,829231,175+30,654+13%$5.3M$5.8M+$439.3K2026-10-14
Sigma Planning Corp
DECREASED255,521263,727-8,206-3%$6.1M$5.6M-$453.0K2026-10-23
Brookstone Capital Management
INCREASED250,085240,386+9,699+4%$5.6M$5.5M-$33.3K2026-10-22
Marotta Asset Management
DECREASED248,428268,141-19,713-7%$6.2M$5.5M-$687.7K2026-10-02
WealthPLAN Partners, LLC
INCREASED246,831202,624+44,207+22%$4.7M$5.5M+$768.3K2026-10-15
XY Planning Network, Inc.
INCREASED242,594212,609+29,985+14%$4.9M$5.4M+$443.7K2026-10-14
Advisor OS, LLC
DECREASED230,692233,114-2,422-1%$5.4M$5.1M-$293.6K2026-11-03
Larson Financial Group LLC
DECREASED229,269260,155-30,886-12%$6.0M$5.1M-$950.5K2026-11-05
Stonekeep Investments, LLC
INCREASED228,310224,356+3,954+2%$5.2K$5.0M+$5.0M2026-10-15
Clay Northam Wealth Management, LLC
DECREASED218,060222,565-4,505-2%$5.1M$4.8M-$328.8K2026-10-13
Fischer Financial Services, Inc.
INCREASED213,595211,395+2,200+1%$4.9M$4.7M-$169.1K2026-10-30
Merit Financial Group, LLC
DECREASED209,545236,290-26,745-11%$5.5M$4.6M-$834.5K2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED209,154164,466+44,688+27%$3.8M$4.6M+$818.2K2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED208,215197,429+10,786+5%$4.6M$4.6M+$35.0K2026-10-19
Kestra Advisory Services, LLC
INCREASED205,631157,293+48,338+31%$3.6M$4.5M+$906.3K2026-11-02
Csenge Advisory Group
INCREASED194,049100,170+93,879+94%$2.3M$4.3M+$2.0M2026-11-04
Cassilly Financial Group LLC
INCREASED193,953183,780+10,173+6%$4.3M$4.3M+$35.5K2026-10-07
Bfsg, LLC
INCREASED190,264189,023+1,241+1%$4.4M$4.2M-$167.3K2026-10-30
Curbstone Financial Management Corp
DECREASED186,950187,500-5500%$4.3M$4.1M-$205.3K2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED186,319147,971+38,348+26%$3.4M$4.1M+$695.1K2026-11-05
Valpey Financial Services, LLC
INCREASED183,702177,319+6,383+4%$4.1M$4.1M-$41.6K2026-10-30
Tactive Advisors, LLC
INCREASED178,336124,104+54,232+44%$2.9M$3.9M+$1.1M2026-10-08
Verus Capital Partners, LLC
INCREASED174,968150,899+24,069+16%$3.5M$3.9M+$376.5K2026-11-03
Range Financial Group LLC
INCREASED170,090160,119+9,971+6%$3.7M$3.8M+$55.4K2026-10-21
Commonwealth Equity Services, LLC
INCREASED169,320145,697+23,623+16%$3.4M$3.7M+$372.0K2026-11-02
Phillips Financial Management, LLC
UNCHANGED164,229164,22900%$3.8M$3.6M-$169.2K2026-10-19
TPG Advisors LLC
INCREASED159,274151,467+7,807+5%$3.5M$3.5M+$16.5K2026-10-16
NYL Investors LLC
INCREASED158,423157,163+1,260+1%$3.6M$3.5M-$134.0K2026-11-03
BIP Wealth, LLC
INCREASED155,306152,354+2,952+2%$3.5M$3.4M-$91.7K2026-10-22
Keystone Wealth Services, LLC
INCREASED155,236153,401+1,835+1%$3.5M$3.4M-$115.9K2026-11-03
WealthPoint Financial, LLC
INCREASED155,075127,721+27,354+21%$3.0M$3.4M+$473.0K2026-11-03
Integrity Alliance, Llc.
DECREASED148,284148,950-6660%$3.4M$3.3M-$168.1K2026-10-29
Friedenthal Financial
INCREASED143,688139,626+4,062+3%$3.2M$3.2M-$54.0K2026-10-27
Cooper S Advisors, LLC
DECREASED141,806144,694-2,888-2%$3.3M$3.1M-$212.8K2026-11-03
Patriot Investment Management Group, Inc.
DECREASED140,452141,564-1,112-1%$3.3M$3.1M-$170.4K2026-10-15
Summit Financial Strategies, Inc.
DECREASED136,339279,261-142,922-51%$6.5M$3.0M-$3.4M2026-10-14
Krilogy Financial LLC
DECREASED134,356143,080-8,724-6%$3.3M$3.0M-$336.1K2026-10-13
Values Added Financial LLC
INCREASED133,60440,953+92,651+226%$947.2K$3.0M+$2.0M2026-10-28
North Forty Two & Co.
INCREASED133,194132,494+700+1%$3.1M$2.9M-$121.0K2026-10-19
Seneca Financial Advisors LLC
INCREASED132,93162,216+70,715+114%$1.4M$2.9M+$1.5M2026-10-28
Gen-Wealth Partners Inc
INCREASED130,682112,915+17,767+16%$2.6M$2.9M+$276.3K2026-11-04
Oarsman Capital, Inc.
INCREASED130,160128,446+1,714+1%$3.0M$2.9M-$94.4K2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED130,042131,546-1,504-1%$3.0M$2.9M-$168.7K2026-11-05
Compass Financial Management LLC
DECREASED129,301134,277-4,976-4%$3.1M$2.9M-$248.3K2026-10-30
Twin Cities Retirement Group LLC
INCREASED128,418127,460+958+1%$2.9M$2.8M-$110.1K2026-10-16
Grey Fox Wealth Advisors, LLC
DECREASED126,128140,215-14,087-10%$3.2M$2.8M-$455.7K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED124,126136,632-12,506-9%$3.2M$2.7M-$417.1K2026-10-27
Daviman Financial, LLC
DECREASED123,093399,645-276,552-69%$9.2M$2.7M-$6.5M2026-11-06
Balefire, LLC
INCREASED120,55372,265+48,288+67%$1.7M$2.7M+$992.7K2026-10-09
Breakwater Investment Management
DECREASED117,250134,779-17,529-13%$3.1M$2.6M-$526.2K2026-10-20
K2 Financial Inc.
INCREASED117,18996,470+20,719+21%$2.2M$2.6M+$368.8K2026-10-26
ETF Store, Inc.
INCREASED116,981114,721+2,260+2%$2.7M$2.6M-$68.2K2026-10-19
Financial Designs Corp
INCREASED116,711111,587+5,124+5%$2.6M$2.6M-$1.7K2026-10-09
RDA Financial Network
INCREASED115,92096,437+19,483+20%$2.2M$2.6M+$331.2K2026-10-15
OFS Enterprise LLC
INCREASED114,163110,173+3,990+4%$2.5M$2.5M-$25.3K2026-10-16
Serenity Investment Advisors
INCREASED113,008111,150+1,858+2%$2.5M$2.5M-$33.4K2026-10-30
Omega Financial Group, LLC
DECREASED112,522115,868-3,346-3%$2.7M$2.5M-$193.3K2026-10-29
SeaCrest Wealth Management, LLC
INCREASED110,459102,545+7,914+8%$2.4M$2.4M+$69.3K2026-10-21
Carnegie Investment Counsel
DECREASED110,068110,428-3600%$2.6M$2.4M-$121.7K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED105,28080,642+24,638+31%$1.9M$2.3M+$461.4K2026-10-29
Legacy Wealth Management, LLC
INCREASED103,65946,343+57,316+124%$1.1M$2.3M+$1.2M2026-10-22
Parallel Advisors, LLC
INCREASED95,21467,010+28,204+42%$1.5M$2.1M+$554.3K2026-11-03
Choreo, LLC
DECREASED92,765334,080-241,315-72%$7.7M$2.1M-$5.7M2026-10-28
Sterling Investment Management, LLC
INCREASED91,71990,553+1,166+1%$2.1M$2.0M-$67.5K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED91,23010,981+80,249+731%$254.0K$2.0M+$1.8M2026-10-16
Diversify Advisory Services, LLC
DECREASED90,83491,203-3690%$2.1M$2.0M-$58.4K2026-10-20
Diversify Wealth Management, LLC
DECREASED90,83491,203-3690%$2.1M$2.0M-$58.4K2026-10-20
Maia Wealth LLC
INCREASED89,65685,401+4,255+5%$2.0M$2.0M+$6.1K2026-10-19
Sculati Wealth Management, LLC
INCREASED89,53788,135+1,402+2%$2.0M$2.0M-$42.1K2026-10-19
Dorato Capital Management
DECREASED88,05389,164-1,111-1%$2.0M$1.9M-$104.7K2026-10-08
Northern Lights Advisors, Inc.
DECREASED87,014100,681-13,667-14%$2.3M$1.9M-$405.7K2026-10-21
Parkway Wealth Management Group, LLC
INCREASED85,61854,385+31,233+57%$1.3M$1.9M+$634.2K2026-10-20
SAX Wealth Advisors, LLC
INCREASED84,53632,584+51,952+159%$756.6K$1.9M+$1.1M2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED84,17065,254+18,916+29%$1.5M$1.9M+$350.8K2026-10-15
Atria Investments, Inc
DECREASED83,96884,666-698-1%$2.0M$1.9M-$102.6K2026-10-15
Bangor Savings Bank
UNCHANGED83,58983,58900%$1.9M$1.8M-$86.1K2026-10-06
Beacon Financial Advisory LLC
INCREASED82,77971,200+11,579+16%$1.6M$1.8M+$182.6K2026-10-16
Clear Creek Financial Management, LLC
DECREASED82,71099,938-17,228-17%$2.3M$1.8M-$483.7K2026-10-28
Sightline Wealth Advisors, LLC
DECREASED81,51982,297-778-1%$1.9M$1.8M-$102.0K2026-10-21
Eley Financial Management, Inc
INCREASED81,06175,995+5,066+7%$1.8M$1.8M+$33.7K2026-11-03
Guardian Financial Partners, LLC
DECREASED80,174190,304-110,130-58%$4.4M$1.8M-$2.6M2026-11-04
Lodestar Private Asset Management LLC
INCREASED80,02876,169+3,859+5%$1.8M$1.8M+$6.8K2026-10-26
Simplicity Wealth,LLC
INCREASED79,81076,515+3,295+4%$1.8M$1.8M-$6.0K2026-10-23
Park Edge Advisors, LLC
INCREASED79,71272,115+7,597+11%$1.7M$1.8M+$93.6K2026-10-28
Livet Wealth, LLC
DECREASED79,70481,443-1,739-2%$1.9M$1.8M-$122.3K2026-10-27
Blossom Wealth Management
INCREASED79,47377,147+2,326+3%$1.8M$1.8M-$28.1K2026-11-03
Independent Financial Group, LLC
DECREASED78,929117,102-38,173-33%$2.7M$1.7M-$964.2K2026-10-13
Sutton Place Investors LLC
INCREASED78,89572,046+6,849+10%$1.7M$1.7M+$77.2K2026-10-20
ACT Wealth Management, LLC
INCREASED78,78772,803+5,984+8%$1.7M$1.7M+$57.2K2026-10-09
Sage Financial Management Group, Inc.
INCREASED78,57257,189+21,383+37%$1.3M$1.7M+$413.7K2026-11-06
Firethorn Wealth Partners, LLC
INCREASED77,92870,304+7,624+11%$1.6M$1.7M+$96.1K2026-10-14
MSH Capital Advisors LLC
INCREASED77,80871,656+6,152+9%$1.7M$1.7M+$62.2K2026-11-03
Midwest Capital Advisors, LLC
INCREASED76,48413,682+62,802+459%$316.5K$1.7M+$1.4M2026-11-04
Retirement Planning Group, LLC
DECREASED76,44980,763-4,314-5%$1.9M$1.7M-$178.5K2026-10-19
WBH Advisory Inc
DECREASED75,12577,727-2,602-3%$1.8M$1.7M-$137.6K2026-11-05
NBT Bank, N.A.
DECREASED75,03975,928-889-1%$1.8M$1.7M-$97.9K2026-10-21
Claro Advisors Inc.
INCREASED74,91865,205+9,713+15%$1.5M$1.7M+$147.5K2026-11-02
Ironwood Wealth Management, Llc.
DECREASED74,82378,512-3,689-5%$1.8M$1.7M-$162.4K2026-10-28
Latitude Advisors, LLC
INCREASED74,22960,496+13,733+23%$1.4M$1.6M+$241.2K2026-10-27
Portside Wealth Group, LLC
DECREASED70,75477,408-6,654-9%$1.8M$1.6M-$226.8K2026-10-20
Kenora Financial, LLC
INCREASED70,17341,245+28,928+70%$954.0K$1.6M+$596.8K2026-10-20
Liberty Capital Management, Inc.
INCREASED69,37532,322+37,053+115%$747.6K$1.5M+$785.6K2026-11-02
Powers Advisory Group, LLC
INCREASED69,04765,200+3,847+6%$1.5M$1.5M+$17.9K2026-10-14
Merkkuri Wealth Advisors LLC
INCREASED67,89760,374+7,523+12%$1.4M$1.5M+$104.1K2026-11-03
Hobbs Wealth Management, LLC
INCREASED65,52458,974+6,550+11%$1.4M$1.4M+$84.0K2026-10-20
TD Private Client Wealth LLC
INCREASED61,75919,319+42,440+220%$446.8K$1.4M+$918.0K2026-10-28
Twele Capital Management, Inc.
INCREASED60,80659,964+842+1%$1.4M$1.3M-$43.2K2026-10-13
Capital Management Associates, Inc
INCREASED60,53559,891+644+1%$1.4M$1.3M-$47.4K2026-10-20
LexAurum Advisors, LLC
INCREASED59,45358,542+911+2%$1.4M$1.3M-$40.2K2026-10-19
W Advisors, LLC
INCREASED59,02651,769+7,257+14%$1.2M$1.3M+$107.1K2026-11-02
BCS Wealth Management
INCREASED58,09654,160+3,936+7%$1.3M$1.3M+$31.2K2026-11-03
Rossby Financial, LCC
INCREASED55,85453,079+2,775+5%$1.2M$1.2M+$6.7K2026-11-05
Stockman Wealth Management, Inc.
INCREASED55,63053,630+2,000+4%$1.2M$1.2M-$11.0K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED55,49342,977+12,516+29%$994.1K$1.2M+$232.3K2026-10-23
Investment Research Partners LLC
INCREASED55,45950,800+4,659+9%$1.2M$1.2M+$50.6K2026-10-19
Avail Investment Partners, LLC
INCREASED55,25150,630+4,621+9%$1.2M$1.2M+$50.0K2026-10-16
Truist Financial Corp
INCREASED55,23347,384+7,849+17%$1.1M$1.2M+$124.7K2026-10-30
BlueSky Wealth Advisors, LLC
DECREASED55,18485,784-30,600-36%$2.0M$1.2M-$764.6K2026-10-29
Greg Jennings, LLC
NEW55,050—+55,050——$1.2M—2026-10-19
MGO One Seven LLC
INCREASED54,21146,641+7,570+16%$1.1M$1.2M+$119.3K2026-10-28
Apeiron RIA LLC
DECREASED52,79164,940-12,149-19%$1.5M$1.2M-$337.0K2026-10-08
Avion Wealth
DECREASED52,63658,784-6,148-10%$1.4M$1.2K-$1.4M2026-11-04
GK Wealth Management LLC
INCREASED51,91651,837+79+0%$1.2M$1.1M-$51.6K2026-10-09
Moneywise, Inc.
INCREASED51,41051,169+241+0%$1.2M$1.1M-$47.4K2026-10-30
Adamsbrown Wealth Consultants LLC
DECREASED51,08990,885-39,796-44%$2.1M$1.1M-$973.1K2026-10-20
Modera Wealth Management, LLC
INCREASED50,42850,199+229+0%$1.2M$1.1M-$46.6K2026-10-28
Central Trust Co
DECREASED49,63855,870-6,232-11%$1.3M$1.1M-$195.3K2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED49,33154,699-5,368-10%$1.3M$1.1M-$175.0K2026-10-09
Sharkey, Howes & Javer
INCREASED48,63445,863+2,771+6%$1.1M$1.1M+$14.0K2026-10-22
Valley Forge Investment Consultants Inc ADV
DECREASED47,23354,272-7,039-13%$1.3M$1.0M-$211.5K2026-11-03
Emergent Wealth Advisors, LLC
DECREASED46,97749,741-2,764-6%$1.2M$1.0M-$112.3K2026-10-09
LifeSteps Financial, Inc.
INCREASED46,2543,311+42,943+1297%$76.6K$1.0M+$945.6K2026-10-15
Omni 360 Wealth, Inc.
INCREASED46,03844,553+1,485+3%$1.0M$1.0M-$13.1K2026-10-13
Friday Financial
INCREASED44,63411,513+33,121+288%$264.2K$985.1K+$720.8K2026-10-09
Farnam Financial LLC
INCREASED44,27740,619+3,658+9%$939.5K$986.9K+$47.4K2026-10-21
Signal Advisors Wealth, LLC
INCREASED43,95339,653+4,300+11%$917.2K$971.4K+$54.2K2026-10-13
KRM Wealth Management L.L.C.
INCREASED43,78028,989+14,791+51%$670.5K$967.5K+$297.0K2026-11-02
Ascentis Independent Advisors
NEW43,234—+43,234——$955.5K—2026-11-03
Plan A Wealth LLC
INCREASED43,10142,391+710+2%$980.5K$952.5K-$28.0K2026-10-08
Great Waters Wealth Management
DECREASED42,69544,782-2,087-5%$1.0M$943.6K-$92.2K2026-10-07
Hill Island Financial LLC
DECREASED40,33642,426-2,090-5%$981.3K$891.4K-$89.9K2026-10-20
VestGen Advisors, LLC
DECREASED39,82840,773-945-2%$943.1K$880.2K-$62.9K2026-10-27
Signet Investment Advisory Group, Inc.
DECREASED39,67539,825-1500%$921.2K$876.8K-$44.3K2026-10-30
PFG Advisors
INCREASED39,55934,293+5,266+15%$793.2K$874.3K+$81.1K2026-10-16
Koshinski Asset Management, Inc.
INCREASED39,45239,429+23+0%$912.0K$871.9K-$40.1K2026-10-29
Asempa Wealth Advisors
INCREASED37,99131,984+6,007+19%$739.8K$838.5K+$98.7K2026-10-07
Juncture Wealth Strategies, LLC
INCREASED37,87135,795+2,076+6%$827.9K$836.9K+$9.0K2026-10-06
Centurion Wealth Management LLC
NEW36,947—+36,947——$816.5K—2026-10-13
Advisor Resource Council
NEW36,750—+36,750——$808.1K—2026-11-05
Regions Financial Corp
DECREASED36,53837,407-869-2%$865.2K$807.5K-$57.7K2026-11-05
Aventus Investment Advisors, Inc.
DECREASED36,43437,712-1,278-3%$872.3K$805.2K-$67.1K2026-10-09
Cutler Investment Counsel LLC
DECREASED36,21038,900-2,690-7%$899.7K$800.3K-$99.5K2026-10-28
Aletheian Wealth Advisors LLC
INCREASED36,20036,183+17+0%$836.9K$800.0K-$36.9K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED36,19437,467-1,273-3%$866.6K$799.9K-$66.7K2026-10-20
Chicago Partners Investment Group LLC
DECREASED35,35041,064-5,714-14%$934.6K$792.5K-$142.1K2026-10-27
Carolina Wealth Management Inc
DECREASED34,46037,260-2,800-8%$861.8K$761.6K-$100.3K2026-10-29
Sowell Financial Services LLC
INCREASED32,73430,589+2,145+7%$707.5K$723.4K+$15.9K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED31,53230,480+1,052+3%$705.0K$696.9K-$8.1K2026-11-04
Saxony Capital Management, LLC
NEW31,426—+31,426——$694.5K—2026-10-15
Gradient Capital Advisors, LLC
INCREASED31,34531,330+15+0%$724.7K$692.7K-$32.0K2026-10-21
CWC Advisors, Llc.
INCREASED31,20431,166+38+0%$720.9K$689.6K-$31.3K2026-10-15
Shearwater Capital LLC
DECREASED31,16841,789-10,621-25%$966.6K$688.8K-$277.8K2026-10-13
JFS Wealth Advisors, LLC
DECREASED30,70134,453-3,752-11%$796.9K$678.5K-$118.4K2026-11-03
Fulcrum Equity Management
INCREASED29,65620,455+9,201+45%$473.1K$655.4K+$182.3K2026-10-21
RCS Financial Planning, LLC
DECREASED29,26635,174-5,908-17%$813.6K$646.8K-$166.8K2026-10-14
M Holdings Securities, Inc.
NEW28,680—+28,680——$634—2026-11-03
Ignite Planners, LLC
INCREASED28,55628,460+96+0%$658.3K$631.1K-$27.2K2026-10-14
Sovran Advisors, LLC
INCREASED28,27023,665+4,605+19%$540.0K$635.5K+$95.5K2026-11-02
Wesbanco Bank Inc
UNCHANGED28,12728,12700%$650.6K$621.6K-$29.0K2026-11-04
Western Financial Corp
INCREASED27,78625,289+2,497+10%$584.9K$614.1K+$29.1K2026-10-14
Marks Group Wealth Management, Inc
DECREASED26,69528,154-1,459-5%$651.2K$590.0K-$61.2K2026-11-05
RKL Wealth Management LLC
INCREASED25,91525,641+274+1%$593.1K$572.7K-$20.4K2026-10-16
Noesis Capital Mangement Corp
NEW25,813—+25,813——$570.5K—2026-10-26
Appalachian Capital Management Ltd
INCREASED25,62825,444+184+1%$588.5K$566.4K-$22.2K2026-10-14
Steele Capital Management, Inc.
INCREASED25,29812,586+12,712+101%$291.1K$559.1K+$268.0K2026-11-02
Schneider Downs Wealth Management Advisors, LP
UNCHANGED25,18225,18200%$582.5K$556.5K-$25.9K2026-10-27
Midwest Financial Network, LLC
INCREASED24,48021,131+3,349+16%$488.8K$541.0K+$52.2K2026-10-13
Legacy Advisory Services, LLC
NEW24,064—+24,064——$531.8K—2026-10-20
Alpha Omega Wealth Management LLC
DECREASED23,76623,826-600%$551.1K$525.2K-$25.9K2026-10-23
Pinion Investment Advisors, LLC
INCREASED23,43320,996+2,437+12%$485.6K$517.9K+$32.2K2026-11-04
Luts & Greenleigh Group, Inc.
UNCHANGED23,41223,41200%$541.5K$517.4K-$24.1K2026-11-05
Garde Capital, Inc.
DECREASED23,24628,599-5,353-19%$661.5K$513.7K-$147.8K2026-10-29
Breakthru Advisory Services, LLC
INCREASED23,22319,441+3,782+19%$449.7K$513.2K+$63.6K2026-10-13
LVW Advisors, LLC
DECREASED22,916108,260-85,344-79%$2.5M$506.4K-$2.0M2026-10-19
Downshift Financial, LLC
UNCHANGED22,87322,87300%$529.1K$505.5K-$23.6K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED22,66421,638+1,026+5%$500.5K$500.9K+$3882026-10-22
Lido Advisors, LLC
DECREASED22,55029,512-6,962-24%$682.6K$498.4K-$184.3K2026-11-04
Carroll Advisory Group, LLC
UNCHANGED22,20422,20400%$513.6K$490.7K-$22.9K2026-10-16
Seek First Inc.
INCREASED22,03421,826+208+1%$504.8K$486.9K-$17.9K2026-10-27
Sawgrass Asset Management LLC
INCREASED21,68221,177+505+2%$489.8K$479.2K-$10.7K2026-11-03
Milestones Private Investment Advisors LLC
DECREASED21,44923,176-1,727-7%$536.1K$474.0K-$62.0K2026-10-19
Stewardship Concepts Financial Services LLC
DECREASED21,37137,803-16,432-43%$874.4K$472.3K-$402.1K2026-10-06
Partners in Financial Planning
INCREASED21,19713,625+7,572+56%$315.1K$468.5K+$153.3K2026-11-06
New Harbor Financial Group, LLC
DECREASED20,90026,162-5,262-20%$605.1K$461.9K-$143.2K2026-10-22
Soltis Investment Advisors LLC
NEW20,863—+20,863——$461.1K—2026-10-28
RBA Wealth Management, LLC
DECREASED20,75621,086-330-2%$487.7K$458.7K-$29.0K2026-10-28
Silverlake Wealth Management LLC
INCREASED20,63213,857+6,775+49%$320.5K$456.0K+$135.5K2026-10-21
RCW Management, LLC
UNCHANGED20,60920,60900%$476.7K$455.5K-$21.2K2026-10-30
Prevail Innovative Wealth Advisors, LLC
DECREASED20,60622,018-1,412-6%$509.3K$454.0K-$55.3K2026-10-20
Ridgeline Wealth, LLC
DECREASED20,50520,888-383-2%$483.1K$454.2K-$29.0K2026-10-14
Cooper Financial Group
DECREASED20,46922,226-1,757-8%$514.1K$452.4K-$61.7K2026-10-07
Hardin Capital Partners, LLC
INCREASED20,04519,991+54+0%$462.9K$443.0K-$19.9K2026-10-09
Beacon Financial Group
INCREASED20,00019,625+375+2%$453.9K$442.0K-$11.9K2026-10-19
TrustWell Financial Advisors, LLC
UNCHANGED19,98819,98800%$462.3K$441.7K-$20.6K2026-10-15
Wedmont Private Capital
UNCHANGED19,61019,61000%$449.7K$433.4K-$16.3K2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED19,26915,454+3,815+25%$357.5K$425.9K+$68.4K2026-10-13
Asset One Wealth Management LLC
INCREASED18,90114,998+3,903+26%$344.4K$417.7K+$73.4K2026-11-02
Mather Group, Llc.
INCREASED18,8176,315+12,502+198%$146.1K$415.9K+$269.8K2026-10-14
Financial Consulate, Inc
UNCHANGED18,71818,71800%$432.9K$413.7K-$19.3K2026-10-23
Investment Planning Advisors, Inc.
INCREASED18,64617,854+792+4%$413.0K$412.1K-$8862026-10-14
MN Wealth Advisors, LLC
INCREASED18,49913,373+5,126+38%$309.3K$408.8K+$99.5K2026-10-23
Code Waechter LLC
DECREASED18,12618,235-109-1%$421.8K$400.6K-$21.2K2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED17,94517,266+679+4%$399.4K$396.6K-$2.8K2026-10-14
Rose Capital Advisors LLC
NEW17,908—+17,908——$395.8K—2026-11-04
Chesley Taft & Associates LLC
INCREASED17,71911,610+6,109+53%$268.5K$391.6K+$123.0K2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED17,56310,354+7,209+70%$239.5K$388.1K+$148.7K2026-11-06
Lederer & Associates Investment Counsel
DECREASED17,42417,504-800%$405$385-$202026-10-23
Kestra Private Wealth Services, LLC
DECREASED17,22719,819-2,592-13%$458.4K$380.7K-$77.7K2026-11-06
Trinity Wealth Management, LLC
INCREASED16,73510,099+6,636+66%$233.6K$369.8K+$136.3K2026-10-13
Gleason Group, Inc.
INCREASED16,51916,443+76+0%$380.3K$365.1K-$15.3K2026-10-15
Leading Edge Financial Planning LLC
UNCHANGED16,48016,48000%$381.2K$364.2K-$17.0K2026-10-23
Daytona Street Capital LLC
UNCHANGED16,47316,47300%$377.5K$361.8K-$15.6K2026-10-15
Courage Miller Partners, LLC
UNCHANGED16,46016,46000%$380.7K$363.8K-$17.0K2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED16,28217,115-833-5%$397.6K$359.8K-$37.7K2026-10-13
Bigelow Investment Advisors, LLC
DECREASED16,11517,457-1,342-8%$403.8K$356.1K-$47.6K2026-10-13
MKD Wealth Coaches, LLC
INCREASED15,92815,539+389+3%$359.4K$352.0K-$7.4K2026-10-09
Legacy Edge Advisors, LLC
INCREASED15,88912,958+2,931+23%$299.7K$351.1K+$51.4K2026-11-06
Brighton Jones LLC
INCREASED15,69715,205+492+3%$351.7K$346.9K-$4.8K2026-11-03
Nova Financial LLC
NEW15,469—+15,469——$341.9K—2026-11-04
PKS Advisory Services, LLC
UNCHANGED15,36815,36800%$355.5K$355.5K$02026-10-26
Evolution Wealth Management Inc.
DECREASED15,33415,487-153-1%$358.2K$338.9K-$19.3K2026-10-28
StoneX Group Inc.
INCREASED14,81412,933+1,881+15%$299.1K$328.6K+$29.5K2026-11-03
Index Fund Advisors, Inc.
INCREASED14,81414,656+158+1%$339.0K$327.4K-$11.6K2026-11-05
FSM Wealth Advisors, LLC
NEW14,759—+14,759——$326.5K—2026-10-27
Stevens Capital Partners
INCREASED14,33614,052+284+2%$325.0K$316.8K-$8.2K2026-10-29
Apollon Wealth Management, LLC
DECREASED14,18514,242-570%$329.4K$313.5K-$15.9K2026-10-23
Diversified Investment Strategies, LLC
DECREASED14,14514,395-250-2%$333.0K$312.6K-$20.4K2026-10-28
Burns J W & Co Inc
UNCHANGED14,00014,00000%$323.8K$309.4K-$14.4K2026-10-20
HUB Investment Partners, LLC
INCREASED13,91213,405+507+4%$310.1K$307.5K-$2.6K2026-11-03
Novem Group
DECREASED13,90214,058-156-1%$325.2K$307.2K-$17.9K2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED13,74510,609+3,136+30%$245.4K$303.8K+$58.4K2026-10-20
Fairway Wealth LLC
INCREASED13,61613,471+145+1%$311.6K$300.9K-$10.7K2026-10-30
Portland Financial Advisors Inc
NEW13,412—+13,412——$296.4K—2026-10-26
HB Wealth Management, LLC
DECREASED13,20050,111-36,911-74%$1.2M$291.7K-$867.4K2026-10-23
Grey Ledge Advisors, LLC
DECREASED13,14214,815-1,673-11%$342.7K$290.4K-$52.2K2026-11-02
L.K. Benson & Company, P.C.
NEW13,138—+13,138——$290.4K—2026-10-23
Forvis Mazars Wealth Advisors, LLC
INCREASED13,03813,015+23+0%$301.0K$288.1K-$12.9K2026-10-13
Burk Holdings LLC
UNCHANGED12,91112,91100%$298.6K$285.3K-$13.3K2026-11-05
Walker Financial Services, Inc.
INCREASED12,84012,773+67+1%$295.4K$283.8K-$11.7K2026-10-26
Swmg, LLC
INCREASED12,54512,491+54+0%$286.2K$281.8K-$4.4K2026-10-23
Headland Capital, LLC
NEW12,505—+12,505——$276.4K—2026-11-06
Retirement Guys Formula LLC
DECREASED12,17112,345-174-1%$285.5K$269.0K-$16.6K2026-10-26
True North Advisors, LLC
DECREASED12,13516,140-4,005-25%$373.3K$268.2K-$105.1K2026-10-22
Forum Financial Management, LP
INCREASED12,10411,789+315+3%$272.7K$267.5K-$5.2K2026-10-16
Parkside Financial Bank & Trust
INCREASED11,8329,027+2,805+31%$208.8K$261.5K+$52.7K2026-10-27
One Advisory Partners, LLC
DECREASED11,82219,405-7,583-39%$448.8K$261.3K-$187.6K2026-10-22
Professional Financial Advisors, LLC
INCREASED11,32011,307+13+0%$261.5K$250.2K-$11.4K2026-10-13
US Bancorp \de\
DECREASED11,29211,408-116-1%$263.9K$249.6K-$14.3K2026-11-05
Partners Wealth Management, LLC
NEW10,947—+10,947——$241.9K—2026-10-28
Elevation Wealth Management LLC
INCREASED10,9399,832+1,107+11%$227.4K$241.8K+$14.3K2026-11-02
Caliber Wealth Management, LLC / KS
INCREASED10,9198,700+2,219+26%$201.2K$241.3K+$40.1K2026-11-04
GS Investments, Inc.
DECREASED10,74110,958-217-2%$253.5K$237.4K-$16.1K2026-11-05
Wedbush Securities Inc
DECREASED10,55610,606-500%$245.0K$233-$244.8K2026-10-22
Acorn Wealth Advisors, LLC
DECREASED10,40710,428-210%$241.2K$230.0K-$11.2K2026-10-19
Aspiriant, LLC
UNCHANGED10,37210,37200%$239.9K$229.2K-$10.7K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED10,3598,813+1,546+18%$203.9K$228.9K+$25.1K2026-11-05
Cannon Financial Strategists, Inc.
DECREASED10,30719,214-8,907-46%$444.4K$227.8K-$216.6K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED10,27782,582-72,305-88%$1.9M$227.1K-$1.7M2026-10-08
Lewis Asset Management, LLC
DECREASED10,23610,839-603-6%$250.7K$226.2K-$24.5K2026-10-14
Peak Wealth Management LLC
NEW10,125—+10,125——$225.5K—2026-10-26
Pinnacle Associates LTD
DECREASED10,00810,508-500-5%$243.1K$221.2K-$21.9K2026-10-20
MidAtlantic Capital Management, Inc.
DECREASED9,9409,962-220%$230.4K$219.7K-$10.7K2026-11-05
Accelerate Investment Advisors LLC
DECREASED9,7139,715-20%$224.7K$214.7K-$10.1K2026-11-02
Quartz Partners, LLC
NEW9,504—+9,504——$210.0K—2026-11-03
Whelan Financial
DECREASED9,2529,357-105-1%$216.4K$204.5K-$12.0K2026-10-28
Private Client Services, LLC
UNCHANGED9,1389,13800%$211.4K$202.0K-$9.4K2026-10-02
SRH Advisors, LLC
UNCHANGED9,1069,10600%$210.6K$201.2K-$9.4K2026-10-22
Davis Capital Management
INCREASED8,9577,445+1,512+20%$172.2K$198.0K+$25.8K2026-10-08
Chapman Financial Group, LLC
DECREASED8,93011,230-2,300-20%$259.8K$197.4K-$62.4K2026-10-26
CX Institutional
UNCHANGED8,6288,62800%$200$191-$92026-10-02
Armstrong Advisory Group, Inc
INCREASED7,6704,739+2,931+62%$109.6K$169.5K+$59.9K2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED7,5009,328-1,828-20%$215.8K$165.8K-$50.0K2026-11-02
Citigroup Inc
INCREASED7,3067,278+28+0%$168.3K$161.5K-$6.9K2026-11-04
Investors Research Corp
UNCHANGED7,0947,09400%$164.1K$156.8K-$7.3K2026-10-07
Eastern Bank
NEW7,036—+7,036——$155.5K—2026-10-05
Spire Wealth Management
INCREASED6,7085,963+745+12%$137.9K$148.2K+$10.3K2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED5,9593,077+2,882+94%$71.2K$131.7K+$60.5K2026-10-07
Evensky & Katz LLC
INCREASED5,8015,739+62+1%$133.0K$128-$132.9K2026-10-27
Valley National Advisers Inc
UNCHANGED5,7575,75700%$133.2K$127.2K-$5.9K2026-10-23
CoreCap Advisors, LLC
DECREASED4,9695,044-75-1%$116.7K$109.8K-$6.9K2026-10-08
Fifth Third Bancorp
UNCHANGED4,4134,41300%$102.1K$97.5K-$4.5K2026-11-05
Bullock Wealth Management Group
INCREASED4,3684,332+36+1%$99.8K$96.4K-$3.4K2026-10-09
Montgomery Financial Services LLC
NEW4,046—+4,046——$89.4K—2026-11-03
Owl Creek Wealth Partners LLC
NEW3,795—+3,795——$83.9K—2026-10-20
Granite Investment Partners, LLC
UNCHANGED3,7803,78000%$87.4K$83.5K-$3.9K2026-11-04
William Mack & Associates, Inc.
NEW3,693—+3,693——$81.6K—2026-10-27
United Financial Planning Group LLC
INCREASED3,3983,362+36+1%$77.8K$75.1K-$2.7K2026-11-04
Clearstead Advisors, LLC
DECREASED3,36113,001-9,640-74%$300.7K$74.3K-$226.4K2026-11-06
Cape Investment Advisory, Inc.
INCREASED3,1743,141+33+1%$72.6K$70.2K-$2.5K2026-10-13
Tompkins Financial Corp
UNCHANGED2,8632,86300%$66.2K$63.3K-$2.9K2026-10-05
Versant Capital Management, Inc
UNCHANGED2,2342,23400%$51.7K$49.4K-$2.3K2026-10-02
Townsend Asset Management Corp
INCREASED2,0792,058+21+1%$47.6K$45.9K-$1.7K2026-10-29
Signaturefd, LLC
INCREASED1,9481,788+160+9%$41.4K$43.0K+$1.7K2026-10-23
Assetmark, Inc
DECREASED1,6592,386-727-30%$55.2K$36.7K-$18.5K2026-10-21
Legacy Bridge, LLC
UNCHANGED1,5301,53000%$35.4K$33.8K-$1.6K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED1,3861,540-154-10%$35.6K$30.6K-$5.0K2026-10-23
Thompson Investment Management, Inc.
UNCHANGED1,1981,19800%$27.7K$26.5K-$1.2K2026-10-14
Financial Management Professionals, Inc.
DECREASED1,1501,564-414-26%$36.2K$25.4K-$10.8K2026-10-23
Allworth Financial LP
INCREASED1,0661,064+2+0%$24.6K$24.7K+$462026-11-06
Gilpin Wealth Management, LLC
UNCHANGED99099000%$22.9K$21.9K-$1.0K2026-10-09
Toth Financial Advisory Corp
DECREASED9582,420-1,462-60%$56.0K$21.2K-$34.8K2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED93093000%$21.5K$20.6K-$9582026-10-05
UMB Bank, n.a.
UNCHANGED65065000%$15.0K$14.4K-$6702026-11-06
Peachtree Investment Partners, LLC
UNCHANGED65065000%$15.0K$14.4K-$6702026-11-05
Montag A & Associates Inc
INCREASED598594+4+1%$13.7K$13.2K-$5152026-10-29
American Capital Advisory, LLC
UNCHANGED55255200%$12.8K$12.2K-$5682026-10-28
Atmos Advisory, LLC
UNCHANGED43743700%$10.1K$9.7K-$4502026-10-06
EPG Wealth Management LLC
UNCHANGED40040000%$9.3K$8.8K-$4122026-11-03
Signature Equity Partners, LLC
NEW392—+392——$8.7K—2026-10-29
Barrett & Company, Inc.
UNCHANGED37837800%$8.7K$8.4K-$3892026-10-22
Trust Co
UNCHANGED34734700%$8.0K$7.7K-$3572026-10-09
Cassaday & Co Wealth Management LLC
UNCHANGED34534500%$8.0K$7.6K-$3552026-10-27
McCarley & Cook Financial Planners
UNCHANGED30030000%$6.9K$6.6K-$3092026-10-21
Main Street Group, LTD
UNCHANGED29629600%$6.8K$6.5K-$3042026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED29129100%$6.7K$6.4K-$3002026-10-30
Archer Investment Corp
INCREASED284281+3+1%$6.5K$6.3K-$2232026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED24224200%$5.6K$5.3K-$2492026-10-30
Evermay Wealth Management LLC
NEW221—+221——$4.9K—2026-11-05
Buck Wealth Strategies, LLC
INCREASED214211+3+1%$4.9K$4.7K-$1682026-10-28
TD Waterhouse Canada Inc.
UNCHANGED20020000%$4.6K$4.4K-$1922026-10-16
Lodestone Wealth Management LLC
INCREASED188158+30+19%$3.7K$4.2K+$5052026-10-14
Markowski Investments
UNCHANGED17017000%$3.9K$3.8K-$1752026-10-30
Westside Investment Management, Inc.
UNCHANGED13413400%$3.1K$3.0K-$1382026-11-02
Birchbrook, Inc.
INCREASED133132+1+1%$3.1K$2.9K-$1052026-10-14
Wilkerson Advisory Group LLC
INCREASED124123+1+1%$2.9K$2.8K-$1162026-10-20
Silver Grove Financial Group, Inc.
NEW122—+122——$2.7K—2026-11-05
Horrell Capital Management, Inc.
UNCHANGED10010000%$2.3K$2.2K-$1032026-10-08
Root Financial Partners, LLC
NEW95—+95——$2.1K—2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED949400%$2.2K$2.1K-$972026-10-20
Tradewinds Capital Management, LLC
INCREASED7978+1+1%$1.8K$1.7K-$622026-10-23
Carolina Wealth Advisors, LLC
NEW76—+76——$1.7K—2026-10-23
Weaver Capital Management LLC
UNCHANGED767600%$1.8K$1.7K-$852026-10-15
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED7700%$162$155-$72026-10-28
Kings Path Partners LLC
INCREASED63+3+100%$69$133+$642026-10-21
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED4400%$93$89-$42026-10-07
TruNorth Capital Management, LLC
CLOSED01,337,186-1,337,186-100%$30.9M$0-$30.9M2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED0314,239-314,239-100%$7.3M$0-$7.3M2026-10-27
Axxcess Wealth Management, LLC
CLOSED0215,559-215,559-100%$5.0M$0-$5.0M2026-10-21
Eagle Harbor Asset Management Inc
CLOSED0101,100-101,100-100%$2.8M$0-$2.8M2026-10-21
OMC Financial Services LTD
CLOSED055,050-55,050-100%$1.3M$0-$1.3M2026-10-19
Fidelis iM, LLC
CLOSED037,360-37,360-100%$864.1K$0-$864.1K2026-10-16
Mission Wealth Management, LP
CLOSED037,102-37,102-100%$858.2K$0-$858.2K2026-10-15
Associated Banc-Corp
CLOSED034,800-34,800-100%$804.9K$0-$804.9K2026-10-30
Core Wealth Partners LLC
CLOSED027,540-27,540-100%$637.0K$0-$637.0K2026-11-02
Scarborough Advisors, LLC
CLOSED026,983-26,983-100%$623.1K$0-$623.1K2026-10-16
FDx Advisors, Inc.
CLOSED019,545-19,545-100%$452.0K$0-$452.0K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED018,287-18,287-100%$423.0K$0-$423.0K2026-10-26
Fermata Advisors, LLC
CLOSED018,246-18,246-100%$422.0K$0-$422.0K2026-10-13
WealthPlan Investment Management, LLC
CLOSED011,396-11,396-100%$263.6K$0-$263.6K2026-10-15
Meridian Wealth Management, LLC
CLOSED011,324-11,324-100%$261.9K$0-$261.9K2026-11-05
Vicus Capital
CLOSED011,317-11,317-100%$261.8K$0-$261.8K2026-11-05
Fisher Asset Management, LLC
CLOSED010,888-10,888-100%$251.8K$0-$251.8K2026-11-06
HBK Sorce Advisory LLC
CLOSED010,847-10,847-100%$247.6K$0-$247.6K2026-11-06
Embree Financial Group
CLOSED010,645-10,645-100%$246.2K$0-$246.2K2026-10-22
HBW Advisory Services LLC
CLOSED010,243-10,243-100%$236.9K$0-$236.9K2026-10-15
PUREfi Wealth, LLC
CLOSED09,739-9,739-100%$225.3K$0-$225.3K2026-10-19
Newman Dignan & Sheerar, Inc.
CLOSED09,466-9,466-100%$219.0K$0-$219.0K2026-10-21
Vaughan David Investments LLC
CLOSED09,451-9,451-100%$219.0K$0-$219.0K2026-11-05
Emerald Advisors, LLC
CLOSED09,002-9,002-100%$208.2K$0-$208.2K2026-10-13
AdvisorNet Financial, Inc
CLOSED08,902-8,902-100%$205.9K$0-$205.9K2026-10-15
Wlth Capital Management, LLC
CLOSED08,852-8,852-100%$204.7K$0-$204.7K2026-10-20
Compound Planning, Inc.
CLOSED08,718-8,718-100%$201.7K$0-$201.7K2026-11-05
Acumen Wealth Advisors, LLC
CLOSED07,923-7,923-100%$183.3K$0-$183.3K2026-11-05
Evolution Advisers, Inc.
CLOSED07,636-7,636-100%$176.0K$0-$176.0K2026-11-06
MCF Advisors LLC
CLOSED02,836-2,836-100%$65.6K$0-$65.6K2026-10-28
Salem Investment Counselors Inc
CLOSED02,499-2,499-100%$57.8K$0-$57.8K2026-10-13
Robinswood Financial LLC
CLOSED01,381-1,381-100%$32.0K$0-$32.0K2026-10-20
Tucker Asset Management LLC
CLOSED01,196-1,196-100%$27.7K$0-$27.7K2026-10-29
Wagner Wealth Management, LLC
CLOSED0784-784-100%$18.1K$0-$18.1K2026-10-21
Cornerstone Planning Group LLC
CLOSED0735-735-100%$16.8K$0-$16.8K2026-10-16
International Assets Investment Management, LLC
CLOSED0288-288-100%$6.6K$0-$6.6K2026-11-02
Atwood & Palmer Inc
CLOSED043-43-100%$995$0-$9952026-10-08
Russell Investments Group, Ltd.
CLOSED05-5-100%$116$0-$1162026-11-06
JPMorgan Chase & Co
N/A—14,422,540-14,422,540-100%$335.0M———
Rockbridge Investment Management, LCC
N/A—10,420,258-10,420,258-100%$241.0M———
Ameriprise Financial Inc
N/A—6,809,636-6,809,636-100%$157.5M———
Financial Engines Advisors L.L.C.
N/A—5,681,166-5,681,166-100%$131.4M———
HighTower Advisors, LLC
N/A—4,292,060-4,292,060-100%$99.3M———
Envestnet Asset Management Inc
N/A—3,483,103-3,483,103-100%$80.6M———
Goldman Sachs Group Inc
N/A—3,071,596-3,071,596-100%$71.0M———
Cerity Partners LLC
N/A—2,345,726-2,345,726-100%$45.8M———
Jones Financial Companies Lllp
N/A—2,278,622-2,278,622-100%$52.9M———
Mariner, LLC
N/A—2,132,074-2,132,074-100%$49.3M———
Cetera Investment Advisers
N/A—1,863,166-1,863,166-100%$43.1M———
Vident Advisory, LLC
N/A—1,686,818-1,686,818-100%$39.0M———
NorthRock Partners, LLC
N/A—1,618,956-1,618,956-100%$37.4M———
Destination Wealth Management
N/A—1,497,382-1,497,382-100%$34.6M———
OneDigital Investment Advisors LLC
N/A—1,456,131-1,456,131-100%$33.7M———
Phil A. Younker & Associates, Ltd.
N/A—1,419,857-1,419,857-100%$32.8M———
Bank of America Corp
N/A—1,395,164-1,395,164-100%$32.3M———
KilterHowling LLC
N/A—1,347,082-1,347,082-100%$31.2M———
Modern Wealth Management, LLC
N/A—1,300,211-1,300,211-100%$30.1M———
Plum Street Advisors, LLC
N/A—1,280,658-1,280,658-100%$29.6M———
Osaic Holdings, Inc.
N/A—1,249,911-1,249,911-100%$28.9M———
Morgan Stanley
N/A—1,001,923-1,001,923-100%$23.2M———
Theory Financial LLC
N/A—988,119-988,119-100%$22.9M———
One Wealth Advisors, LLC
N/A—917,188-917,188-100%$21.2M———
Sanctuary Advisors, LLC
N/A—914,465-914,465-100%$21.2M———
Mercer Global Advisors Inc
N/A—880,216-880,216-100%$20.4M———
Moneta Group Investment Advisors LLC
N/A—840,712-840,712-100%$19.4M———
Vestmark Advisory Solutions, Inc.
N/A—806,123-806,123-100%$18.6M———
Mutual Advisors, LLC
N/A—683,806-683,806-100%$15.8M———
UBS Group AG
N/A—669,556-669,556-100%$15.5M———
BNP Paribas Financial Markets
N/A—652,171-652,171-100%$15.1M———
Raymond James Financial Inc
N/A—617,083-617,083-100%$14.3M———
United Capital Financial Advisors, LLC
N/A—542,124-542,124-100%$12.5M———
EP Wealth Advisors, LLC
N/A—520,436-520,436-100%$12.0M———
Mayflower Financial Advisors, LLC
N/A—517,566-517,566-100%$12.0M———
Beacon Pointe Advisors, LLC
N/A—458,444-458,444-100%$10.6M———
Apriem Advisors
N/A—434,154-434,154-100%$10.0M———
AE Wealth Management LLC
N/A—429,753-429,753-100%$9.9M———
Integrated Wealth Concepts LLC
N/A—395,992-395,992-100%$9.2M———
Kickstand Ventures, Llc.
N/A—395,961-395,961-100%$9.2M———
Citadel Advisors LLC
N/A—383,817-383,817-100%$8.9M———
Lathrop Investment Management Co
N/A—379,697-379,697-100%$8.8M———
Jane Street Group, LLC
N/A—375,297-375,297-100%$8.7M———
MAI Capital Management
N/A—356,966-356,966-100%$8.3M———
January Capital Advisors LLC
N/A—341,513-341,513-100%$7.9M———
Leavell Investment Management, Inc.
N/A—318,499-318,499-100%$7.4M———
Main Street Financial Solutions, LLC
N/A—303,669-303,669-100%$7.0M———
Chatterton & Associates Inc.
N/A—303,056-303,056-100%$7.0M———
Northwestern Mutual Wealth Management Co
N/A—299,107-299,107-100%$6.9M———
Beacon Bridge Wealth Partners, LLC
N/A—292,966-292,966-100%$6.8M———
CIBC Bancorp USA Inc.
N/A—276,959-276,959-100%$6.4M———
Bogart Wealth, LLC
N/A—259,164-259,164-100%$6.0M———
Bluespring Wealth Management, LLC
N/A—256,386-256,386-100%$5.9M———
HC Advisors, LLC
N/A—250,805-250,805-100%$5.8M———
CIBC World Market Inc.
N/A—250,000-250,000-100%$5.8M———
MorganRosel Wealth Management, LLC
N/A—246,838-246,838-100%$5.7M———
Waverly Advisors, LLC
N/A—222,234-222,234-100%$5.1M———
Nalls Sherbakoff Group, LLC
N/A—215,306-215,306-100%$5.0M———
OneAscent Wealth Management LLC
N/A—214,984-214,984-100%$5.0M———
Tradition Wealth Management, LLC
N/A—208,247-208,247-100%$4.8M———
Freestone Capital Holdings, LLC
N/A—206,837-206,837-100%$4.8M———
Focus Partners Advisor Solutions, LLC
N/A—200,094-200,094-100%$4.6M———
Redwood Investment Management, LLC
N/A—197,656-197,656-100%$4.6M———
VSM Wealth Advisory, LLC
N/A—178,010-178,010-100%$4.1M———
Global Retirement Partners, LLC
N/A—169,162-169,162-100%$3.9M———
Cahill Financial Advisors Inc
N/A—168,200-168,200-100%$3.9M———
Harbour Investments, Inc.
N/A—166,855-166,855-100%$3.9M———
MML Investors Services, LLC
N/A—163,238-163,238-100%$3.8M———
Lowery Thomas, LLC
N/A—159,791-159,791-100%$3.7M———
Envestnet Portfolio Solutions, Inc.
N/A—159,044-159,044-100%$3.7M———
Curi Capital, LLC
N/A—157,463-157,463-100%$3.6M———
Smart Money Group LLC
N/A—154,434-154,434-100%$3.6M———
C M Bidwell & Associates LTD
N/A—143,456-143,456-100%$3.3M———
CVA Family Office, LLC
N/A—137,096-137,096-100%$3.2M———
Chesapeake Wealth Management
N/A—133,559-133,559-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—130,938-130,938-100%$3.0M———
5T Wealth, LLC
N/A—129,547-129,547-100%$3.0M———
Focus Partners Wealth
N/A—129,203-129,203-100%$3.0M———
Curtis Wealth Management LLC
N/A—124,040-124,040-100%$2.9M———
Kiley Juergens Wealth Management, LLC
N/A—123,338-123,338-100%$2.9M———
Alaska Wealth Advisors, LLC
N/A—123,034-123,034-100%$2.8M———
Centaurus Financial, Inc.
N/A—121,609-121,609-100%$2.8M———
Savvy Advisors, Inc.
N/A—120,235-120,235-100%$2.8M———
Natixis Advisors, LLC
N/A—119,776-119,776-100%$2.8M———
OneAscent Financial Services LLC
N/A—119,487-119,487-100%$2.8M———
CreativeOne Wealth, LLC
N/A—118,298-118,298-100%$2.7M———
M1 Capital Management LLC
N/A—116,739-116,739-100%$2.7M———
Ballast Advisors LLC
N/A—115,246-115,246-100%$2.7M———
IMA Advisory Services, Inc.
N/A—112,283-112,283-100%$2.6M———
Zhang Financial LLC
N/A—109,176-109,176-100%$2.5M———
Valmark Advisers, Inc.
N/A—104,017-104,017-100%$2.4M———
Hopwood Nicholas Hunter
N/A—103,755-103,755-100%$2.4M———
Magnolia Capital Advisors LLC
N/A—103,630-103,630-100%$2.4M———
Bcwm, LLC
N/A—85,669-85,669-100%$2.0M———
Advisory Services Network, LLC
N/A—81,496-81,496-100%$1.9M———
Boston Partners
N/A—77,883-77,883-100%$1.8M———
Wealthspire Advisors, LLC
N/A—76,361-76,361-100%$1.8M———
Brookwood Investment Group LLC
N/A—75,785-75,785-100%$1.8M———
ProVise Management Group, LLC
N/A—75,373-75,373-100%$1.7M———
Mendel Capital Management LLC
N/A—74,458-74,458-100%$1.7M———
Captrust Financial Advisors
N/A—72,645-72,645-100%$1.7M———
Nwam LLC
N/A—72,136-72,136-100%$1.7M———
Shared Vision Wealth Group LLC
N/A—67,085-67,085-100%$1.6M———
Ancora Advisors LLCA
N/A—66,385-66,385-100%$1.5M———
HHM Wealth Advisors, LLC
N/A—65,187-65,187-100%$1.5M———
IFG Advisory, LLC
N/A—64,830-64,830-100%$1.5M———
Royal Bank of Canada
N/A—64,379-64,379-100%$1.5M———
Gambit Capital Management, LLC
N/A—63,287-63,287-100%$1.5M———
WealthTrak Capital Management LLC
N/A—63,009-63,009-100%$1.5M———
Empirical Asset Management, LLC
N/A—60,286-60,286-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—60,233-60,233-100%$1.4M———
Smartleaf Asset Management LLC
N/A—58,649-58,649-100%$1.4M———
HRT Financial LP
N/A—57,160-57,160-100%$1.3M———
JMG Financial Group, Ltd.
N/A—55,255-55,255-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—53,247-53,247-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—53,056-53,056-100%$1.2M———
Leo H. Evart, Inc.
N/A—52,899-52,899-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—52,285-52,285-100%$1.2M———
Arax Advisory Partners
N/A—51,668-51,668-100%$1.2M———
Crabel Capital Management, LLC
N/A—50,447-50,447-100%$1.2M———
Pinnacle Family Advisors, LLC
N/A—44,001-44,001-100%$1.0M———
UBS Asset Management Americas LLC
N/A—43,585-43,585-100%$1.0M———
Twin Peaks Wealth Advisors, LLC
N/A—42,603-42,603-100%$985.4K———
Rialto Wealth Management, LLC
N/A—41,927-41,927-100%$969.8K———
Renaissance Technologies LLC
N/A—40,600-40,600-100%$939.1K———
SageView Advisory Group, LLC
N/A—40,492-40,492-100%$936.6K———
Geometric Wealth Advisors
N/A—40,110-40,110-100%$927.8K———
Mission Creek Capital Partners, Inc.
N/A—39,900-39,900-100%$922.9K———
IHT Wealth Management, LLC
N/A—39,425-39,425-100%$911.9K———
Empower Advisory Group, LLC
N/A—39,228-39,228-100%$907.3K———
Novus Advisors, LLC
N/A—38,126-38,126-100%$881.9K———
&partners
N/A—37,376-37,376-100%$864.5K———
Verity Wealth Advisors
N/A—37,305-37,305-100%$862.9K———
Maripau Wealth Management LLC
N/A—36,446-36,446-100%$843.0K———
Roundview Capital LLC
N/A—36,345-36,345-100%$840.7K———
Resurgent Financial Advisors LLC
N/A—35,714-35,714-100%$826.1K———
Johnson Investment Counsel Inc
N/A—34,384-34,384-100%$795.3K———
Davis Wealth Advisors, LLC
N/A—32,259-32,259-100%$746.2K———
RWA Wealth Partners, LLC
N/A—31,416-31,416-100%$726.6K———
WJ Financial Advisors LLC
N/A—31,290-31,290-100%$723.7K———
Texas Yale Capital Corp.
N/A—28,619-28,619-100%$662.0K———
Payne Capital LLC
N/A—28,558-28,558-100%$660.5K———
Orcam Financial Group
N/A—27,723-27,723-100%$641.2K———
D L Carlson Investment Group Inc
N/A—27,627-27,627-100%$639.0K———
L2 Asset Management, LLC
N/A—26,160-26,160-100%$605.1K———
Laraway Financial Advisors Inc
N/A—25,149-25,149-100%$581.7K———
Wealthspire Retirement, LLC
N/A—24,940-24,940-100%$576.9K———
Sonoma Private Wealth LLC
N/A—24,741-24,741-100%$572.3K———
FAS Wealth Partners, Inc.
N/A—23,050-23,050-100%$533.1K———
Kelman-Lazarov, Inc.
N/A—21,885-21,885-100%$506.2K———
RED Reef Advisors LLC
N/A—21,847-21,847-100%$505.3K———
Wealthgarden F.S. LLC
N/A—21,333-21,333-100%$493.4K———
Wealth Alliance, LLC
N/A—20,960-20,960-100%$484.8K———
Ketron Financial
N/A—20,689-20,689-100%$478.5K———
Foundations Investment Advisors, LLC
N/A—19,986-19,986-100%$462.3K———
Rothschild Wealth LLC
N/A—18,593-18,593-100%$430.1K———
Note Advisors, LLC
N/A—17,981-17,981-100%$415.9K———
PSI Advisors, LLC
N/A—17,854-17,854-100%$413.0K———
One Capital Management, LLC
N/A—17,740-17,740-100%$411.9K———
WealthShield Partners, LLC
N/A—17,231-17,231-100%$398.6K———
Lansing Street Advisors
N/A—17,070-17,070-100%$394.8K———
Kingsview Wealth Management, LLC
N/A—16,541-16,541-100%$382.6K———
Faithward Advisors, LLC
N/A—16,266-16,266-100%$376.2K———
Fiduciary Financial Advisors
N/A—16,154-16,154-100%$373.7K———
Pure Financial Advisors, LLC
N/A—16,121-16,121-100%$372.9K———
Alley Investment Management Company, LLC
N/A—15,324-15,324-100%$354.4K———
Regimen Wealth, LLC
N/A—14,815-14,815-100%$342.7K———
BlackDiamond Wealth Management, LLC
N/A—14,386-14,386-100%$327.1K———
Ameritas Investment Partners, Inc.
N/A—14,086-14,086-100%$325.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,978-13,978-100%$323.3K———
Keebeck Wealth Management
N/A—13,977-13,977-100%$323.3K———
Francis Financial, Inc.
N/A—13,736-13,736-100%$317.7K———
Joule Financial, LLC
N/A—13,601-13,601-100%$314.6K———
Meridian Wealth Partners, LLC
N/A—13,006-13,006-100%$300.8K———
Cardiff Park Advisors, LLC
N/A—12,823-12,823-100%$296.6K———
WealthCollab, LLC
N/A—12,698-12,698-100%$293.7K———
Regal Investment Advisors LLC
N/A—12,649-12,649-100%$292.6K———
Western Wealth Management, LLC
N/A—12,589-12,589-100%$291.2K———
Aptus Capital Advisors, LLC
N/A—12,312-12,312-100%$284.8K———
Fidelis Wealth Advisors LLC
N/A—12,268-12,268-100%$283.8K———
Sequoia Financial Advisors, LLC
N/A—12,176-12,176-100%$281.6K———
J.E. Simmons & Co., P.C.
N/A—11,815-11,815-100%$273.3K———
Per Stirling Capital Management, Llc.
N/A—11,799-11,799-100%$272.9K———
Northstar Financial Companies, Inc.
N/A—11,773-11,773-100%$272.3K———
Quantum Capital Management, LLC / NJ
N/A—11,763-11,763-100%$272.1K———
Access Financial Services, Inc.
N/A—11,430-11,430-100%$264.4K———
PFG Investments, LLC
N/A—11,348-11,348-100%$262.5K———
Betterment LLC
N/A—11,329-11,329-100%$262.0K———
FLC Capital Advisors
N/A—10,972-10,972-100%$253.8K———
XTX Topco Ltd
N/A—10,811-10,811-100%$250.1K———
World Investment Advisors
N/A—10,537-10,537-100%$244.7K———
Truepoint, Inc.
N/A—10,292-10,292-100%$238.1K———
Fairview Capital Investment Management, LLC
N/A—9,675-9,675-100%$223.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—9,464-9,464-100%$218.0K———
GatePass Capital, LLC
N/A—9,438-9,438-100%$218.3K———
SCS Capital Management LLC
N/A—9,421-9,421-100%$217.9K———
Composition Wealth, LLC
N/A—8,981-8,981-100%$207.7K———
Alesco Advisors, LLC, An ESL Co
N/A—8,913-8,913-100%$206.2K———
Pinnacle Financial Partners, Inc.
N/A—8,688-8,688-100%$201.0K———
Bartlett & Co. Wealth Management LLC
N/A—8,378-8,378-100%$193.8K———
Meramec Financial Planners, LLC
N/A—7,753-7,753-100%$177.0K———
Steward Partners Investment Advisory, LLC
N/A—6,737-6,737-100%$155.8K———
BFC Planning, Inc.
N/A—6,201-6,201-100%$143.4K———
Front Row Advisors LLC
N/A—5,149-5,149-100%$117.2K———
Prestige Wealth Management Group LLC
N/A—5,053-5,053-100%$116.9K———
New Republic Capital, LLC
N/A—4,991-4,991-100%$115.4K———
O'shaughnessy Asset Management, LLC
N/A—3,967-3,967-100%$91.8K———
BlackRock, Inc.
N/A—3,785-3,785-100%$87.5K———
Rothschild Investment LLC
N/A—3,717-3,717-100%$86.0K———
Strategic Wealth Partners, Ltd.
N/A—2,998-2,998-100%$69.3K———
FMR LLC
N/A—2,822-2,822-100%$65.3K———
National Bank of Canada
N/A—2,650-2,650-100%$61.3K———
Cary Street Partners Financial LLC
N/A—2,360-2,360-100%$54.6K———
SouthState Bank Corp
N/A—2,212-2,212-100%$51.2K———
Geneos Wealth Management Inc.
N/A—2,140-2,140-100%$49.5K———
Ameriflex Group, Inc.
N/A—2,068-2,068-100%$47.8K———
Continuum Advisory, LLC
N/A—1,922-1,922-100%$44.5K———
NewEdge Advisors, LLC
N/A—1,916-1,916-100%$44.3K———
Rockefeller Capital Management L.P.
N/A—1,625-1,625-100%$37.6K———
Bernard Wealth Management Corp.
N/A—1,547-1,547-100%$35.8K———
LGT Financial Advisors LLC
N/A—1,207-1,207-100%$27.9K———
Godfrey Financial Associates, Inc.
N/A—1,050-1,050-100%$24.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,050-1,050-100%$24.3K———
Strategic Investment Solutions, Inc.
N/A—902-902-100%$20.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—792-792-100%$18.3K———
Bank of Montreal
N/A—741-741-100%$17.1K———
Heritage Wealth Advisors
N/A—735-735-100%$17.0K———
Cordant, Inc.
N/A—725-725-100%$16.8K———
Colonial Trust Advisors
N/A—532-532-100%$12.3K———
Caitlin John, LLC
N/A—467-467-100%$10.8K———
Sachetta, LLC
N/A—364-364-100%$8.4K———
Cheviot Value Management, LLC
N/A—292-292-100%$6.8K———
Brown Brothers Harriman & Co
N/A—219-219-100%$5.1K———
New England Asset Management Inc
N/A—200-200-100%$4.6K———
Keating Financial Advisory Services, Inc.
N/A—159-159-100%$3.7K———
Bellevue Asset Management, LLC
N/A—106-106-100%$2.5K———
Frazier Financial Advisors, LLC
N/A—71-71-100%$1.6K———
Caldwell Sutter Capital, Inc.
N/A—66-66-100%$1.5K———
BOK Financial Private Wealth, Inc.
N/A—60-60-100%$1.4K———
Mcguire Capital Advisors Inc
N/A—59-59-100%$1.4K———
Kerr Financial Planning Corp
N/A—56-56-100%$1.3K———
Integrity Financial Corp
N/A—20-20-100%$463———
Vanguard Advisers Inc
N/A—10-10-100%$232———
Vestwell Advisors, LLC
N/A—2-2-100%$56———
Wells Fargo & Company
N/A—00—$5———
Showing 705 of 705 institutions