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Schwab US REIT ETF (SCHH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares35,410,497 from 34,334,144
Change+1,076,353 (+3%)
Value$780.4M (-$32.6M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares19,218,489 from 19,656,745
Change-438,256 (-2%)
Value$423.6M (-$41.9M)
Filed 2026-11-02
Charles Schwab Trust Co
DECREASED
Shares1,484,025 from 1,498,729
Change-14,704 (-1%)
Value$32.7M (-$2.8M)
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares1,379,286 from 1,366,280
Change+13,006 (+1%)
Value$30.4M (-$2.0M)
Filed 2026-11-02
Pioneer Wealth Management Group
INCREASED
Shares928,542 from 883,192
Change+45,350 (+5%)
Value$20.5M (-$448.9K)
Filed 2026-10-09
ZynergyRetirementPlanningLLC
INCREASED
Shares859,959 from 820,717
Change+39,242 (+5%)
Value$19.0M (-$481.1K)
Filed 2026-10-08
Krilogy Financial LLC
INCREASED
Shares537,644 from 527,590
Change+10,054 (+2%)
Value$12.1M (-$434.0K)
Filed 2026-10-13
Courage Miller Partners, LLC
INCREASED
Shares520,450 from 518,727
Change+1,723 (+0%)
Value$11.5M (-$812.7K)
Filed 2026-10-21
Firestone Capital Management
INCREASED
Shares494,038 from 491,986
Change+2,052 (+0%)
Value$10.9M (-$761.6K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares466,335 from 463,449
Change+2,886 (+1%)
Value$10.3M (-$696.5K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares448,754 from 423,519
Change+25,235 (+6%)
Value$9.9M (-$138.4K)
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED
Shares442,092 from 24,656
Change+417,436 (+1693%)
Value$9.7M (+$9.2M)
Filed 2026-11-03
Wealth Management Resources, Inc.
INCREASED
Shares419,662 from 407,235
Change+12,427 (+3%)
Value$9.2M (-$394.0K)
Filed 2026-10-21
Avior Wealth Management, LLC
INCREASED
Shares409,884 from 403,264
Change+6,620 (+2%)
Value$9.0M (-$515.4K)
Filed 2026-10-13
Amicus Financial Advisors, LLC
DECREASED
Shares340,297 from 347,827
Change-7,530 (-2%)
Value$7.5M (-$736.4K)
Filed 2026-11-03
White & Co Financial Planning Inc
DECREASED
Shares280,104 from 281,314
Change-1,210 (0%)
Value$6.0M (-$642.1K)
Filed 2026-10-16
Stanich Group LLC
INCREASED
Shares253,367 from 245,088
Change+8,279 (+3%)
Value$5.6M (-$219.4K)
Filed 2026-10-16
Cypress Point Wealth Management, LLC
INCREASED
Shares252,271 from 240,432
Change+11,839 (+5%)
Value$5.6M (-$133.4K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares251,809 from 285,187
Change-33,378 (-12%)
Value$5.5M (-$1.2M)
Filed 2026-10-08
Asset Allocation Strategies LLC
DECREASED
Shares248,410 from 252,804
Change-4,394 (-2%)
Value$5.5M (-$511.4K)
Filed 2026-10-20
Williams Financial, LLC
INCREASED
Shares246,423 from 240,915
Change+5,508 (+2%)
Value$5.4M (-$273.7K)
Filed 2026-10-19
Appleton Partners Inc
INCREASED
Shares238,799 from 233,742
Change+5,057 (+2%)
Value$5.3K (-$5.5M)
Filed 2026-10-30
Elevation Wealth Partners, LLC
DECREASED
Shares234,674 from 235,300
Change-626 (0%)
Value$5.2M (-$399.7K)
Filed 2026-10-07
Frisco Financial Planning LLC
INCREASED
Shares233,012 from 232,260
Change+752 (+0%)
Value$5.1M (-$364.3K)
Filed 2026-10-05
Plancorp, LLC
INCREASED
Shares227,462 from 128,099
Change+99,363 (+78%)
Value$5.2M (+$2.2M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares208,272 from 201,709
Change+6,563 (+3%)
Value$4.6M (-$259.8K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares204,333 from 200,307
Change+4,026 (+2%)
Value$4.5M (-$239.8K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares200,151 from 193,274
Change+6,877 (+4%)
Value$4.4M (-$165.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares187,521 from 95,223
Change+92,298 (+97%)
Value$4.1M (+$1.9M)
Filed 2026-10-08
Omega Financial Group, LLC
DECREASED
Shares172,539 from 178,953
Change-6,414 (-4%)
Value$3.8M (-$434.9K)
Filed 2026-10-29
Upper Left Wealth Management, LLC
DECREASED
Shares171,016 from 288,256
Change-117,240 (-41%)
Value$3.8M (-$3.1M)
Filed 2026-10-14
SWS Partners
INCREASED
Shares164,934 from 164,597
Change+337 (+0%)
Value$3.6M (-$262.5K)
Filed 2026-10-26
Brooklyn FI, LLC
INCREASED
Shares164,800 from 161,309
Change+3,491 (+2%)
Value$4.0M (+$17.6K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares164,686 from 167,885
Change-3,199 (-2%)
Value$3.6M (-$345.8K)
Filed 2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares164,400 from 164,400
Change0 (0%)
Value$3.9M ($0)
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares160,979
Change+160,979
Value$3.6M
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares156,020 from 157,493
Change-1,473 (-1%)
Value$3.4M (-$290.8K)
Filed 2026-10-27
State of Alaska, Department of Revenue
INCREASED
Shares154,944 from 47,251
Change+107,693 (+228%)
Value$3.4K (-$1.1M)
Filed 2026-10-15
Bestgate Wealth Advisors, LLC
INCREASED
Shares142,527 from 54,181
Change+88,346 (+163%)
Value$3.1M (+$1.9M)
Filed 2026-10-13
Sagace Wealth Management LLC
INCREASED
Shares127,388 from 119,715
Change+7,673 (+6%)
Value$2.8M (-$27.2K)
Filed 2026-10-28
Guardian Financial Partners, LLC
INCREASED
Shares123,727 from 122,537
Change+1,190 (+1%)
Value$2.7M (-$174.7K)
Filed 2026-11-04
Landmark Wealth Management, LLC
INCREASED
Shares122,059 from 118,582
Change+3,477 (+3%)
Value$2.7M (-$117.9K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares118,457 from 87,755
Change+30,702 (+35%)
Value$2.6M (+$532.8K)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares111,166 from 105,203
Change+5,963 (+6%)
Value$2.5M (-$41.1K)
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares111,070 from 104,130
Change+6,940 (+7%)
Value$2.4M (-$17.8K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares107,975 from 95,279
Change+12,696 (+13%)
Value$2.4K (-$2.3M)
Filed 2026-11-02
Ramiah Investment Group
INCREASED
Shares105,145 from 104,328
Change+817 (+1%)
Value$2.3M (-$153.1K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares104,403 from 103,094
Change+1,309 (+1%)
Value$2.3M (-$140.2K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares104,022 from 60,664
Change+43,358 (+71%)
Value$2.3M (+$856.1K)
Filed 2026-11-02
Wrenne Financial Planning LLC
INCREASED
Shares102,897 from 100,039
Change+2,858 (+3%)
Value$2.3M (-$101.1K)
Filed 2026-10-30
Black Diamond Financial, LLC
DECREASED
Shares102,790 from 105,377
Change-2,587 (-2%)
Value$2.3M (-$229.8K)
Filed 2026-10-26
Sachem Hill LLC
DECREASED
Shares101,489 from 103,408
Change-1,919 (-2%)
Value$2.2M (-$211.9K)
Filed 2026-10-14
Stockman Wealth Management, Inc.
INCREASED
Shares99,526 from 98,351
Change+1,175 (+1%)
Value$2.2M (-$135.4K)
Filed 2026-10-27
Epiq Partners, LLC
DECREASED
Shares96,468 from 97,151
Change-683 (-1%)
Value$2.1M (-$174.4K)
Filed 2026-10-07
FC Advisory LLC
DECREASED
Shares89,012 from 97,213
Change-8,201 (-8%)
Value$2.0M (-$340.2K)
Filed 2026-10-05
Patriot Investment Management Group, Inc.
DECREASED
Shares86,956 from 87,137
Change-181 (0%)
Value$1.9M (-$146.9K)
Filed 2026-10-15
AWM Capital, LLC
DECREASED
Shares86,624 from 96,936
Change-10,312 (-11%)
Value$1.9M (-$386.2K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares85,056 from 90,471
Change-5,415 (-6%)
Value$1.9M (-$267.7K)
Filed 2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares79,750 from 54,600
Change+25,150 (+46%)
Value$1.8M (+$464.8K)
Filed 2026-10-22
Carter Financial Group, Inc.
INCREASED
Shares79,488 from 76,887
Change+2,601 (+3%)
Value$1.8M (-$68.8K)
Filed 2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED
Shares77,441 from 79,748
Change-2,307 (-3%)
Value$1.7M (-$181.6K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
DECREASED
Shares77,063 from 77,521
Change-458 (-1%)
Value$1.7M (-$137.2K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares75,982 from 66,205
Change+9,777 (+15%)
Value$1.7M (+$106.9K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares74,575 from 73,667
Change+908 (+1%)
Value$1.6M (-$100.8K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares73,908 from 72,920
Change+988 (+1%)
Value$1.6M (-$97.8K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares72,952 from 64,394
Change+8,558 (+13%)
Value$1.6M (+$83.0K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares72,343 from 56,582
Change+15,761 (+28%)
Value$1.6M (+$254.6K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares70,179 from 76,304
Change-6,125 (-8%)
Value$1.5M (-$260.1K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
DECREASED
Shares69,328 from 72,954
Change-3,626 (-5%)
Value$1.5M (-$199.6K)
Filed 2026-10-14
HB Wealth Management, LLC
NEW
Shares65,761
Change+65,761
Value$1.4M
Filed 2026-10-23
Johnson Financial Group, LLC
DECREASED
Shares63,741 from 64,289
Change-548 (-1%)
Value$1.4M (-$117.5K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares60,251 from 60,141
Change+110 (+0%)
Value$1.3M (-$96.2K)
Filed 2026-10-21
Allstreet Capital Advisors LLC
INCREASED
Shares58,997 from 57,859
Change+1,138 (+2%)
Value$1.3M (-$69.8K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares56,867 from 62,930
Change-6,063 (-10%)
Value$1.3M (-$236.8K)
Filed 2026-10-28
BlueSky Wealth Advisors, LLC
DECREASED
Shares52,721 from 71,692
Change-18,971 (-26%)
Value$1.2M (-$535.7K)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares52,002 from 49,980
Change+2,022 (+4%)
Value$1.1M (-$37.4K)
Filed 2026-10-29
Greenwood Capital Associates LLC
INCREASED
Shares51,863 from 44,198
Change+7,665 (+17%)
Value$1.1M (+$96.5K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares51,610 from 47,278
Change+4,332 (+9%)
Value$1.1M (+$17.9K)
Filed 2026-10-27
Liberty Capital Management, Inc.
INCREASED
Shares50,092 from 49,047
Change+1,045 (+2%)
Value$1.1M (-$57.4K)
Filed 2026-11-02
Peterson Wealth Advisors, LLC
DECREASED
Shares49,844 from 50,779
Change-935 (-2%)
Value$1.1M (-$103.9K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares49,259 from 137,744
Change-88,485 (-64%)
Value$1.1M (-$2.2M)
Filed 2026-10-21
Capital Investment Advisors, LLC
NEW
Shares48,050
Change+48,050
Value$1.1M
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares47,609 from 58,738
Change-11,129 (-19%)
Value$1.0M (-$341.6K)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares47,232 from 48,732
Change-1,500 (-3%)
Value$1.0M (-$113.0K)
Filed 2026-10-21
IFG Advisors, LLC
DECREASED
Shares44,953 from 52,010
Change-7,057 (-14%)
Value$990.8K (-$240.8K)
Filed 2026-10-15
SigFig Wealth Management, LLC
DECREASED
Shares44,022 from 44,919
Change-897 (-2%)
Value$970.3K (-$112.8K)
Filed 2026-10-07
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares43,823 from 44,511
Change-688 (-2%)
Value$965.9K (-$88.2K)
Filed 2026-10-28
North Forty Two & Co.
DECREASED
Shares42,924 from 43,824
Change-900 (-2%)
Value$946.0K (-$91.7K)
Filed 2026-10-19
Odyssey Capital Advisors, Inc.
INCREASED
Shares42,243 from 41,467
Change+776 (+2%)
Value$931.0K (-$50.9K)
Filed 2026-10-26
Villere ST Denis J & Co LLC
INCREASED
Shares41,522 from 37,168
Change+4,354 (+12%)
Value$915.1K (+$35.0K)
Filed 2026-11-04
Foster Group, Inc.
INCREASED
Shares41,300 from 40,990
Change+310 (+1%)
Value$910.3K (-$60.4K)
Filed 2026-10-13
Yoder Wealth Management, Inc.
INCREASED
Shares40,364 from 38,779
Change+1,585 (+4%)
Value$889.6K (-$28.7K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
UNCHANGED
Shares39,899 from 39,899
Change0 (0%)
Value$879.4K (-$65.4K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares39,477 from 44,562
Change-5,085 (-11%)
Value$899.7K (-$185.0K)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED
Shares38,854 from 39,024
Change-170 (0%)
Value$856.3K (-$67.7K)
Filed 2026-11-02
Wakefield Asset Management Lllp
DECREASED
Shares38,506 from 39,401
Change-895 (-2%)
Value$848.7K (-$84.3K)
Filed 2026-11-05
Fund Evaluation Group, LLC
DECREASED
Shares38,259 from 39,129
Change-870 (-2%)
Value$843.2K (-$83.3K)
Filed 2026-11-05
LCW Services, LLC
DECREASED
Shares37,332 from 37,622
Change-290 (-1%)
Value$822.8K (-$68.1K)
Filed 2026-10-21
RCW Management, LLC
INCREASED
Shares36,746 from 36,619
Change+127 (+0%)
Value$809.9K (-$57.3K)
Filed 2026-10-30
Cooke Wealth Management, LLC
DECREASED
Shares36,729 from 43,081
Change-6,352 (-15%)
Value$809.5K (-$210.7K)
Filed 2026-10-13
Aletheian Wealth Advisors LLC
DECREASED
Shares36,430 from 36,760
Change-330 (-1%)
Value$802.9K (-$67.6K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares35,711 from 9,415
Change+26,296 (+279%)
Value$787.1K (+$564.1K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares35,641 from 30,614
Change+5,027 (+16%)
Value$785.5K (+$60.6K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares35,557
Change+35,557
Value$784
Filed 2026-11-05
Droms Strauss Advisors Inc
INCREASED
Shares33,558 from 32,622
Change+936 (+3%)
Value$739.6K (-$32.9K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares32,434 from 20,156
Change+12,278 (+61%)
Value$714.9K (+$237.6K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED
Shares31,782 from 32,366
Change-584 (-2%)
Value$700.5K (-$66.0K)
Filed 2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares31,601 from 29,878
Change+1,723 (+6%)
Value$696.5K (-$11.0K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares30,996 from 33,668
Change-2,672 (-8%)
Value$683.2K (-$114.1K)
Filed 2026-10-13
RFG Advisory, LLC
NEW
Shares30,683
Change+30,683
Value$676.3K
Filed 2026-11-03
Evergreen Capital Management LLC
UNCHANGED
Shares29,959 from 29,959
Change0 (0%)
Value$660.3K (-$49.1K)
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares29,797 from 31,109
Change-1,312 (-4%)
Value$656.7K (-$79.9K)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares29,769 from 25,690
Change+4,079 (+16%)
Value$662.4K (+$43.0K)
Filed 2026-10-30
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares29,511 from 29,511
Change0 (0%)
Value$650.4K (-$48.4K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares28,993 from 30,910
Change-1,917 (-6%)
Value$639.0K (-$93.0K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares28,612 from 28,304
Change+308 (+1%)
Value$630.6K (-$39.6K)
Filed 2026-11-04
Altfest L J & Co Inc
INCREASED
Shares28,543 from 28,337
Change+206 (+1%)
Value$629.1K (-$41.9K)
Filed 2026-10-27
Pine Haven Investment Counsel, Inc
INCREASED
Shares27,369 from 25,572
Change+1,797 (+7%)
Value$603.2K (-$2.3K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares27,283 from 26,094
Change+1,189 (+5%)
Value$601.3K (-$16.6K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares26,979 from 25,171
Change+1,808 (+7%)
Value$594.6K (-$1.4K)
Filed 2026-10-16
Dorato Capital Management
DECREASED
Shares26,766 from 26,995
Change-229 (-1%)
Value$582.2K (-$62.8K)
Filed 2026-10-08
Prospect Financial Group LLC
DECREASED
Shares26,554 from 26,635
Change-81 (0%)
Value$585.2K (-$45.5K)
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares26,353 from 23,584
Change+2,769 (+12%)
Value$580.8K (+$22.4K)
Filed 2026-11-05
Brown Wealth Management, LLC
DECREASED
Shares26,219 from 31,233
Change-5,014 (-16%)
Value$577.9K (-$161.7K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares25,832 from 26,404
Change-572 (-2%)
Value$569.3K (-$55.9K)
Filed 2026-10-26
WT Wealth Management
DECREASED
Shares25,078 from 36,523
Change-11,445 (-31%)
Value$552.7K (-$312.1K)
Filed 2026-10-13
Friedenthal Financial
INCREASED
Shares24,920 from 24,257
Change+663 (+3%)
Value$549.2K (-$25.2K)
Filed 2026-10-27
Bluestem Financial Advisors, LLC
INCREASED
Shares24,636 from 24,438
Change+198 (+1%)
Value$543.0K (-$35.7K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares24,358 from 24,931
Change-573 (-2%)
Value$537 (-$589.5K)
Filed 2026-10-26
Portland Financial Advisors Inc
INCREASED
Shares24,348 from 23,052
Change+1,296 (+6%)
Value$536.6K (-$9.2K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares24,335 from 16,446
Change+7,889 (+48%)
Value$536.4K (+$146.9K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares24,289 from 12,713
Change+11,576 (+91%)
Value$535.3K (+$234.3K)
Filed 2026-11-04
Clear Retirement Advice LLC
UNCHANGED
Shares24,235 from 24,235
Change0 (0%)
Value$534.1K (-$39.7K)
Filed 2026-10-22
Human Investing LLC
INCREASED
Shares23,909 from 23,789
Change+120 (+1%)
Value$527.0K (-$36.4K)
Filed 2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED
Shares23,813 from 23,105
Change+708 (+3%)
Value$524.8K (-$22.3K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares23,798
Change+23,798
Value$549.3K
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares21,488 from 21,150
Change+338 (+2%)
Value$473.6K (-$27.2K)
Filed 2026-10-15
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares21,200 from 21,200
Change0 (0%)
Value$467.2K (-$34.8K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares21,142 from 19,186
Change+1,956 (+10%)
Value$466.0K (+$11.6K)
Filed 2026-10-14
IVC Wealth Advisors LLC
INCREASED
Shares20,746 from 20,560
Change+186 (+1%)
Value$457.2K (-$29.6K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
DECREASED
Shares20,617 from 21,223
Change-606 (-3%)
Value$454.4K (-$48.2K)
Filed 2026-10-14
Hardin Capital Partners, LLC
INCREASED
Shares20,599 from 20,582
Change+17 (+0%)
Value$454.0K (-$36.4K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares20,382 from 19,117
Change+1,265 (+7%)
Value$449.2K (-$3.5K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED
Shares20,303 from 85,528
Change-65,225 (-76%)
Value$447.5K (-$1.6M)
Filed 2026-10-23
Carrera Capital Advisors
INCREASED
Shares20,294 from 20,176
Change+118 (+1%)
Value$447.3K (-$30.5K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
DECREASED
Shares19,724 from 20,451
Change-727 (-4%)
Value$434.7K (-$49.6K)
Filed 2026-10-13
Fonville Wealth Management LLC
DECREASED
Shares19,643 from 19,717
Change-74 (0%)
Value$432.9K (-$34.0K)
Filed 2026-10-28
Certuity, LLC
INCREASED
Shares19,557 from 17,305
Change+2,252 (+13%)
Value$431.0K (+$21.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares19,273 from 14,952
Change+4,321 (+29%)
Value$424.8K (+$70.7K)
Filed 2026-11-02
Whelan Financial
INCREASED
Shares18,977 from 18,913
Change+64 (+0%)
Value$418.2K (-$29.6K)
Filed 2026-10-28
Swmg, LLC
DECREASED
Shares18,783 from 18,849
Change-66 (0%)
Value$426.9K (-$26.0K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares18,438 from 24,523
Change-6,085 (-25%)
Value$406.4K (-$174.3K)
Filed 2026-10-15
WBH Advisory Inc
UNCHANGED
Shares18,423 from 18,423
Change0 (0%)
Value$406.0K (-$30.2K)
Filed 2026-11-05
BCS Wealth Management
DECREASED
Shares18,110 from 21,704
Change-3,594 (-17%)
Value$399.2K (-$114.8K)
Filed 2026-11-03
Thompson Investment Management, Inc.
DECREASED
Shares17,991 from 18,086
Change-95 (-1%)
Value$396.5K (-$31.8K)
Filed 2026-10-14
Blueline Advisors LLC
UNCHANGED
Shares17,906 from 17,906
Change0 (0%)
Value$394.6K (-$29.4K)
Filed 2026-10-15
Lederer & Associates Investment Counsel
DECREASED
Shares17,840 from 17,882
Change-42 (0%)
Value$393 (-$30)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares17,562 from 17,543
Change+19 (+0%)
Value$387.1K (-$28.4K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
DECREASED
Shares17,201 from 17,228
Change-27 (0%)
Value$379.1K (-$28.8K)
Filed 2026-10-21
Compass Financial Group, Inc
INCREASED
Shares17,164 from 10,405
Change+6,759 (+65%)
Value$378.3K (+$131.9K)
Filed 2026-10-13
Everhart Financial Group, Inc.
INCREASED
Shares17,050 from 16,668
Change+382 (+2%)
Value$375.8K (-$18.9K)
Filed 2026-10-08
Fifth Third Securities, Inc.
DECREASED
Shares16,768 from 23,921
Change-7,153 (-30%)
Value$369.6K (-$196.9K)
Filed 2026-10-21
Lee Financial Co
UNCHANGED
Shares16,621 from 16,621
Change0 (0%)
Value$366.3K (-$27.3K)
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares16,461 from 16,461
Change0 (0%)
Value$362.8K (-$27.0K)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares16,434 from 12,002
Change+4,432 (+37%)
Value$362.2K (+$78.0K)
Filed 2026-10-21
Antonelli Financial Advisors, LLC
DECREASED
Shares16,359 from 16,758
Change-399 (-2%)
Value$361.0K (-$36.0K)
Filed 2026-10-13
Keystone Global Partners, LLC
UNCHANGED
Shares16,285 from 16,285
Change0 (0%)
Value$358.9K (-$26.7K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
DECREASED
Shares16,275 from 21,875
Change-5,600 (-26%)
Value$358.7K (-$159.3K)
Filed 2026-11-03
Strata Wealth Advisors, LLC
UNCHANGED
Shares15,775 from 15,775
Change0 (0%)
Value$347.7K (-$25.9K)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares15,740 from 15,740
Change0 (0%)
Value$346.9K (-$25.8K)
Filed 2026-10-19
Bangor Savings Bank
DECREASED
Shares15,671 from 16,104
Change-433 (-3%)
Value$345.4K (-$36.0K)
Filed 2026-10-06
Modera Wealth Management, LLC
DECREASED
Shares15,487 from 15,688
Change-201 (-1%)
Value$341.3K (-$30.2K)
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares15,365 from 15,866
Change-501 (-3%)
Value$338.7K (-$37.0K)
Filed 2026-11-03
M Wealth Management, LLC
INCREASED
Shares15,353 from 15,343
Change+10 (+0%)
Value$338.4K (-$25.0K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED
Shares15,146 from 15,030
Change+116 (+1%)
Value$333.8K (-$22.1K)
Filed 2026-10-21
RFG Holdings, Inc.
DECREASED
Shares15,063 from 17,140
Change-2,077 (-12%)
Value$332.0K (-$73.9K)
Filed 2026-10-30
Values Added Financial LLC
INCREASED
Shares15,061 from 14,986
Change+75 (+1%)
Value$331.9K (-$22.9K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares14,905 from 15,204
Change-299 (-2%)
Value$328.5K (-$31.5K)
Filed 2026-10-29
Rinkey Investments
UNCHANGED
Shares14,263 from 14,263
Change0 (0%)
Value$314.4K (-$23.4K)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares14,141 from 14,220
Change-79 (-1%)
Value$311.7K (-$25.1K)
Filed 2026-11-04
Alpha Omega Wealth Management LLC
DECREASED
Shares13,931 from 14,180
Change-249 (-2%)
Value$307.0K (-$28.8K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares13,402 from 3,583
Change+9,819 (+274%)
Value$295.4K (+$210.5K)
Filed 2026-10-08
Elser Financial Planning, Inc
DECREASED
Shares13,321 from 14,316
Change-995 (-7%)
Value$293.6K (-$45.4K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares13,254 from 13,465
Change-211 (-2%)
Value$292.1K (-$26.7K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares13,196 from 13,196
Change0 (0%)
Value$290.7K (-$21.8K)
Filed 2026-10-21
FF Advisors,LLC
INCREASED
Shares12,959 from 12,289
Change+670 (+5%)
Value$285.6K (-$5.4K)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares12,867 from 10,277
Change+2,590 (+25%)
Value$283.6K (+$40.2K)
Filed 2026-10-30
Watershed Private Wealth LLC
DECREASED
Shares12,595 from 23,440
Change-10,845 (-46%)
Value$277.6K (-$277.5K)
Filed 2026-10-30
Downshift Financial, LLC
INCREASED
Shares12,385 from 12,375
Change+10 (+0%)
Value$273.0K (-$20.1K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED
Shares12,285 from 12,285
Change0 (0%)
Value$270.8K (-$20.1K)
Filed 2026-10-05
Cypress Financial Planning LLC
DECREASED
Shares12,176 from 12,250
Change-74 (-1%)
Value$268.4K (-$21.7K)
Filed 2026-10-09
Cambridge Advisors Inc.
INCREASED
Shares11,874 from 11,857
Change+17 (+0%)
Value$261.7K (-$19.1K)
Filed 2026-10-19
Cap Partners, LLC
INCREASED
Shares11,839 from 11,783
Change+56 (+0%)
Value$260.9K (-$18.1K)
Filed 2026-10-19
Allen Capital Group, LLC
DECREASED
Shares11,804 from 11,908
Change-104 (-1%)
Value$260.2K (-$21.8K)
Filed 2026-10-27
Apella Capital, LLC
NEW
Shares11,324
Change+11,324
Value$246.3K
Filed 2026-10-08
Moss Adams Wealth Advisors LLC
INCREASED
Shares11,324 from 11,307
Change+17 (+0%)
Value$249.6K (-$18.2K)
Filed 2026-10-28
Lewis Asset Management, LLC
INCREASED
Shares11,287 from 11,017
Change+270 (+2%)
Value$248.8K (-$12.1K)
Filed 2026-10-14
Skyline Advisors, Inc.
UNCHANGED
Shares10,736 from 10,736
Change0 (0%)
Value$236.6K (-$17.6K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares10,519 from 9,990
Change+529 (+5%)
Value$231.8K (-$4.7K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares10,392 from 10,207
Change+185 (+2%)
Value$229.0K (-$12.7K)
Filed 2026-11-05
KRM Wealth Management L.L.C.
DECREASED
Shares10,338 from 10,652
Change-314 (-3%)
Value$227.8K (-$24.4K)
Filed 2026-11-02
Diversified Portfolios, Inc.
NEW
Shares9,754
Change+9,754
Value$215.0K
Filed 2026-11-04
Plan A Wealth LLC
INCREASED
Shares9,541 from 9,310
Change+231 (+2%)
Value$210.3K (-$10.2K)
Filed 2026-10-08
Brookstone Capital Management
NEW
Shares9,489
Change+9,489
Value$209.1K
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
DECREASED
Shares9,430 from 9,623
Change-193 (-2%)
Value$207.8K (-$20.0K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares9,201 from 8,690
Change+511 (+6%)
Value$202.8K (-$3.0K)
Filed 2026-10-23
JDH Wealth Management, LLC
UNCHANGED
Shares9,177 from 9,177
Change0 (0%)
Value$202.3K (-$15.1K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares8,635 from 2,988
Change+5,647 (+189%)
Value$190.3K (+$119.6K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares6,522 from 6,522
Change0 (0%)
Value$143.7K (-$10.7K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares6,008 from 6,008
Change0 (0%)
Value$132.4K (-$9.9K)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
INCREASED
Shares4,825 from 4,815
Change+10 (+0%)
Value$106.3K (-$7.7K)
Filed 2026-11-02
Creative Capital Management Investments LLC
NEW
Shares4,393
Change+4,393
Value$96.8K
Filed 2026-10-28
Central Trust Co
INCREASED
Shares4,168 from 2,832
Change+1,336 (+47%)
Value$91.9K (+$24.8K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
NEW
Shares3,906
Change+3,906
Value$86.1K
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares3,876 from 3,896
Change-20 (-1%)
Value$85.4K (-$6.8K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares3,697 from 2,331
Change+1,366 (+59%)
Value$81.5K (+$26.3K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares3,186 from 2,849
Change+337 (+12%)
Value$69.7K (+$1.9K)
Filed 2026-10-09
Blume Capital Management, Inc.
DECREASED
Shares2,980 from 3,230
Change-250 (-8%)
Value$65.7K (-$10.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares2,463
Change+2,463
Value$54.3K
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares2,430 from 5,683
Change-3,253 (-57%)
Value$53.6K (-$81.0K)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares2,396 from 2,485
Change-89 (-4%)
Value$53 (-$58.9K)
Filed 2026-10-30
Burk Holdings LLC
DECREASED
Shares2,362 from 2,371
Change-9 (0%)
Value$52.1K (-$4.1K)
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares2,279 from 1,083
Change+1,196 (+110%)
Value$50.2K (+$24.6K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares2,145 from 2,227
Change-82 (-4%)
Value$47.3K (-$5.5K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares2,052 from 2,050
Change+2 (+0%)
Value$45.2K (-$3.3K)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares1,993 from 1,850
Change+143 (+8%)
Value$43.9K (+$118)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$42.1K (-$3.1K)
Filed 2026-11-04
Grey Ledge Advisors, LLC
INCREASED
Shares1,845 from 1,837
Change+8 (+0%)
Value$40.7K (-$2.8K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares1,792 from 1,624
Change+168 (+10%)
Value$39.5K (+$1.0K)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares1,779
Change+1,779
Value$39.2K
Filed 2026-11-05
Bfsg, LLC
INCREASED
Shares1,548 from 653
Change+895 (+137%)
Value$34.1K (+$18.7K)
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$32.2K (-$2.4K)
Filed 2026-10-29
Independence Bank of Kentucky
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$31.3K (-$2.3K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,291 from 1,312
Change-21 (-2%)
Value$28.5K (-$2.6K)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares1,233
Change+1,233
Value$27.2K
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$26.5K (-$2.0K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$26.4K (-$2.0K)
Filed 2026-10-09
Tompkins Financial Corp
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$24.4K (-$1.8K)
Filed 2026-10-05
Caldwell Trust Co
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$24.1K (-$1.8K)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$21.8K (-$1.6K)
Filed 2026-10-07
Pacific Center for Financial Services
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$20.5K (-$1.5K)
Filed 2026-10-15
Fairway Wealth LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$19.2K (-$1.4K)
Filed 2026-10-30
John Boyer, Inc.
NEW
Shares832
Change+832
Value$18.3K
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares760 from 1,077
Change-317 (-29%)
Value$16.8K (-$8.7K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
NEW
Shares756
Change+756
Value$16.7K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares756
Change+756
Value$16.7K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$16.4K (-$1.2K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares740 from 738
Change+2 (+0%)
Value$16.3K (-$1.2K)
Filed 2026-10-26
Align Financial, LLC
NEW
Shares680
Change+680
Value$15.0K
Filed 2026-10-16
Mosley Wealth Management
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$15.1K (-$877)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$14.0K (-$1.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares625 from 609
Change+16 (+3%)
Value$13.8K (-$646)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$12.5K (-$928)
Filed 2026-10-01
Morling Financial Advisors, LLC
NEW
Shares562
Change+562
Value$12.4K
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares554 from 479
Change+75 (+16%)
Value$12.2K (+$857)
Filed 2026-10-28
Avion Wealth
DECREASED
Shares532 from 1,032
Change-500 (-48%)
Value$11 (-$13)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$11.7K (-$872)
Filed 2026-10-28
CX Institutional
DECREASED
Shares521 from 522
Change-1 (0%)
Value$11 (-$1)
Filed 2026-10-02
McCarley & Cook Financial Planners
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$11.3K (-$840)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$9.2K (-$684)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares416 from 414
Change+2 (+0%)
Value$9.2K (-$628)
Filed 2026-10-14
1620 Investment Advisors, Inc.
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$8.9K (-$663)
Filed 2026-11-04
Key Capital Management, Inc
NEW
Shares402
Change+402
Value$8.9K
Filed 2026-11-03
Mascoma Wealth Management LLC
NEW
Shares390
Change+390
Value$8.6K
Filed 2026-10-23
Gamma Investing LLC
DECREASED
Shares390 from 391
Change-1 (0%)
Value$8.6K (-$663)
Filed 2026-10-08
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$8.5K (-$633)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$8.4K (-$623)
Filed 2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$8.0K (-$599)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$8 ($0)
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares349 from 385
Change-36 (-9%)
Value$7.7K (-$1.4K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares335 from 332
Change+3 (+1%)
Value$7.4K (-$488)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$7.3K (-$545)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$7.1K (-$530)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares313
Change+313
Value$6.9K
Filed 2026-11-04
Balentine LLC
NEW
Shares307
Change+307
Value$6.8K
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.6K (-$492)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares296 from 34
Change+262 (+771%)
Value$6.5K (+$5.7K)
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$6.0K (-$449)
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
NEW
Shares260
Change+260
Value$5.7K
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$5.5K (-$410)
Filed 2026-10-15
Arlington Trust Co LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$5.3K (-$397)
Filed 2026-10-20
Investors Research Corp
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$5.1K (-$379)
Filed 2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$5.1K (-$377)
Filed 2026-10-15
Pflug Koory, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$4.9K (-$367)
Filed 2026-10-26
Horrell Capital Management, Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$4.8K (-$361)
Filed 2026-10-08
TD Waterhouse Canada Inc.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$4.5K (-$395)
Filed 2026-10-16
Sellwood Investment Partners LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$4.3K (-$320)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares194 from 193
Change+1 (+1%)
Value$4.3K (-$310)
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$4.3K (-$318)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$4.1K (-$304)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$4.1K (-$302)
Filed 2026-11-03
Adirondack Trust Co
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$3.7K (-$275)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares154
Change+154
Value$3.4K
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
NEW
Shares149
Change+149
Value$3.3K
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$3.2K (-$241)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares142 from 63
Change+79 (+125%)
Value$3.1K (+$1.6K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares133 from 93
Change+40 (+43%)
Value$2.9K (+$730)
Filed 2026-10-23
Chilton Capital Management LLC
NEW
Shares130
Change+130
Value$2.9K
Filed 2026-10-28
Costello Asset Management, Inc
INCREASED
Shares125 from 124
Change+1 (+1%)
Value$2.8K (-$182)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
NEW
Shares120
Change+120
Value$2.6K
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares117 from 116
Change+1 (+1%)
Value$2.6K (-$170)
Filed 2026-11-05
Wilkerson Advisory Group LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$2.4K (-$179)
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$2.2K (-$161)
Filed 2026-11-04
Atmos Advisory, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.0K (-$151)
Filed 2026-10-06
Blue Trust, Inc.
INCREASED
Shares90 from 25
Change+65 (+260%)
Value$2.0K (+$1.4K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
NEW
Shares87
Change+87
Value$1.9K
Filed 2026-11-04
City State Bank
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$1.9K (-$140)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares82
Change+82
Value$1.8K
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares82
Change+82
Value$1.8K
Filed 2026-10-13
GoalVest Advisory LLC
NEW
Shares81
Change+81
Value$1.8K
Filed 2026-10-02
Nfsg Corp
INCREASED
Shares81 from 38
Change+43 (+113%)
Value$1.8K (+$885)
Filed 2026-10-15
Kingdom Financial Group Llc.
NEW
Shares77
Change+77
Value$1.7K
Filed 2026-11-04
Gen-Wealth Partners Inc
NEW
Shares72
Change+72
Value$1.6K
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.5K (-$115)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$1.5K (-$116)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$1.4K (-$107)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.4K (-$105)
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$1.3K (-$100)
Filed 2026-10-27
GHP Investment Advisors, Inc.
NEW
Shares57
Change+57
Value$1.3K
Filed 2026-10-15
Midwest Capital Advisors, LLC
INCREASED
Shares55 from 54
Change+1 (+2%)
Value$1.2K (-$80)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.1K (-$85)
Filed 2026-11-05
Essential Partners LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.1K (-$84)
Filed 2026-10-14
Armor Investment Advisors, LLC
DECREASED
Shares49 from 1,082
Change-1,033 (-95%)
Value$1.1K (-$24.5K)
Filed 2026-10-27
American Capital Advisory, LLC
INCREASED
Shares49 from 32
Change+17 (+53%)
Value$1.1K (+$322)
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares48
Change+48
Value$1.1K
Filed 2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED
Shares39 from 38
Change+1 (+3%)
Value$855 (-$57)
Filed 2026-10-29
MTM Investment Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$860 (-$64)
Filed 2026-10-30
Trust Co of Toledo NA
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$793 (-$59)
Filed 2026-10-16
Insight Inv LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$617 (-$46)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
NEW
Shares26
Change+26
Value$574
Filed 2026-10-20
Hager Investment Management Services, LLC
NEW
Shares25
Change+25
Value$551
Filed 2026-11-04
Financial Management Professionals, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$353 (-$26)
Filed 2026-10-23
Networth Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$246 (-$16)
Filed 2026-11-03
Financially Speaking Inc
NEW
Shares4
Change+4
Value$78
Filed 2026-11-05
Maryland Capital Advisors Inc.
DECREASED
Shares1 from 6
Change-5 (-83%)
Value$23 (-$120)
Filed 2026-10-15
Kings Path Partners LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$19 (-$2)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 88,241
Change-88,241 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 30,308
Change-30,308 (-100%)
Value$0 (-$717.7K)
Filed 2026-10-21
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 15,797
Change-15,797 (-100%)
Value$0 (-$374.1K)
Filed 2026-10-29
Stableford Capital II LLC
CLOSED
Shares0 from 14,899
Change-14,899 (-100%)
Value$0 (-$352.8K)
Filed 2026-10-09
Embree Financial Group
CLOSED
Shares0 from 10,861
Change-10,861 (-100%)
Value$0 (-$257.2K)
Filed 2026-10-22
SMI Advisory Services, LLC
CLOSED
Shares0 from 9,630
Change-9,630 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-13
Worth Asset Management, LLC
CLOSED
Shares0 from 9,425
Change-9,425 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-07
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 8,997
Change-8,997 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-14
Emergent Wealth Advisors, LLC
CLOSED
Shares0 from 8,820
Change-8,820 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 8,797
Change-8,797 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-15
ETF Store, Inc.
CLOSED
Shares0 from 8,769
Change-8,769 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-19
Greenleaf Trust
CLOSED
Shares0 from 8,739
Change-8,739 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-29
Creekside Partners
CLOSED
Shares0 from 8,547
Change-8,547 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
CLOSED
Shares0 from 8,464
Change-8,464 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 2,965
Change-2,965 (-100%)
Value$0 (-$70.2K)
Filed 2026-10-15
Reap Financial Group, LLC
CLOSED
Shares0 from 1,089
Change-1,089 (-100%)
Value$0 (-$25.8K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$18.5K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-13
Activest Wealth Management
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-15
Godsey & Gibb, Inc
CLOSED
Shares0 from 441
Change-441 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$5)
Filed 2026-10-23
CrossGen Wealth, LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-16
True Wealth Design, LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$947)
Filed 2026-11-02
Wagner Wealth Management, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$326)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$47)
Filed 2026-10-29
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$8 (-$1)
Filed 2026-10-28
Financial Engines Advisors L.L.C.
N/A
Shares— from 59,841,430
Change-59,841,430 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 49,794,731
Change-49,794,731 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,732,957
Change-24,732,957 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,756,832
Change-11,756,832 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 7,929,093
Change-7,929,093 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,186,737
Change-3,186,737 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,724,095
Change-2,724,095 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,229,955
Change-2,229,955 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,178,577
Change-2,178,577 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 2,161,115
Change-2,161,115 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,946,919
Change-1,946,919 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,109,653
Change-1,109,653 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,048,116
Change-1,048,116 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 975,230
Change-975,230 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 963,416
Change-963,416 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 944,793
Change-944,793 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 944,500
Change-944,500 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 874,401
Change-874,401 (-100%)
Value—
Betterment LLC
N/A
Shares— from 794,598
Change-794,598 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 770,626
Change-770,626 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 733,151
Change-733,151 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 705,180
Change-705,180 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 625,162
Change-625,162 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 595,924
Change-595,924 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 570,742
Change-570,742 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 519,851
Change-519,851 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 503,191
Change-503,191 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 499,423
Change-499,423 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 478,950
Change-478,950 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 429,425
Change-429,425 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 429,163
Change-429,163 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 423,395
Change-423,395 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 395,395
Change-395,395 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 395,081
Change-395,081 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 394,256
Change-394,256 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 382,561
Change-382,561 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 354,243
Change-354,243 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 349,509
Change-349,509 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 343,604
Change-343,604 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 342,801
Change-342,801 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 336,652
Change-336,652 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 332,271
Change-332,271 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 299,841
Change-299,841 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 293,979
Change-293,979 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 283,561
Change-283,561 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 283,405
Change-283,405 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 262,197
Change-262,197 (-100%)
Value—
UBS Group AG
N/A
Shares— from 253,725
Change-253,725 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 240,795
Change-240,795 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 221,578
Change-221,578 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 217,166
Change-217,166 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 210,944
Change-210,944 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 209,614
Change-209,614 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 209,295
Change-209,295 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 198,600
Change-198,600 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 191,167
Change-191,167 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 186,362
Change-186,362 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 170,239
Change-170,239 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 158,756
Change-158,756 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 157,233
Change-157,233 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 150,303
Change-150,303 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 149,269
Change-149,269 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 136,340
Change-136,340 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 129,902
Change-129,902 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 125,419
Change-125,419 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 124,900
Change-124,900 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 124,138
Change-124,138 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 121,698
Change-121,698 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 119,745
Change-119,745 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 115,591
Change-115,591 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 107,660
Change-107,660 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 107,454
Change-107,454 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 106,854
Change-106,854 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 103,340
Change-103,340 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 102,848
Change-102,848 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 102,335
Change-102,335 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 101,837
Change-101,837 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 99,058
Change-99,058 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 92,041
Change-92,041 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 89,581
Change-89,581 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 84,514
Change-84,514 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 81,863
Change-81,863 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 78,649
Change-78,649 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,212
Change-78,212 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 74,771
Change-74,771 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 72,486
Change-72,486 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 70,114
Change-70,114 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 69,932
Change-69,932 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 68,583
Change-68,583 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 65,757
Change-65,757 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 63,978
Change-63,978 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 63,479
Change-63,479 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 62,254
Change-62,254 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 61,563
Change-61,563 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 58,819
Change-58,819 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 58,330
Change-58,330 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 57,938
Change-57,938 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 56,882
Change-56,882 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 53,792
Change-53,792 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 52,282
Change-52,282 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 50,773
Change-50,773 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,346
Change-50,346 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 44,173
Change-44,173 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,817
Change-43,817 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 43,791
Change-43,791 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,812
Change-39,812 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 38,019
Change-38,019 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,671
Change-36,671 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,142
Change-34,142 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,287
Change-33,287 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 32,967
Change-32,967 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 32,945
Change-32,945 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 32,499
Change-32,499 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 32,016
Change-32,016 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,605
Change-31,605 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 31,402
Change-31,402 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 29,520
Change-29,520 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 29,353
Change-29,353 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 28,755
Change-28,755 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 28,307
Change-28,307 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 27,944
Change-27,944 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 27,902
Change-27,902 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 26,616
Change-26,616 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,513
Change-26,513 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,946
Change-25,946 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 24,780
Change-24,780 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 23,210
Change-23,210 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,864
Change-22,864 (-100%)
Value—
Commerce Bank
N/A
Shares— from 22,798
Change-22,798 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 21,038
Change-21,038 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,653
Change-20,653 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,343
Change-20,343 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 19,850
Change-19,850 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,496
Change-19,496 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 18,960
Change-18,960 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 18,559
Change-18,559 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 18,420
Change-18,420 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 17,756
Change-17,756 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 17,503
Change-17,503 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 17,331
Change-17,331 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 16,641
Change-16,641 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 16,424
Change-16,424 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 16,411
Change-16,411 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 16,239
Change-16,239 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 15,914
Change-15,914 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 15,788
Change-15,788 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 15,579
Change-15,579 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 15,571
Change-15,571 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,184
Change-15,184 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 14,664
Change-14,664 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Invst, LLC
N/A
Shares— from 13,938
Change-13,938 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 13,505
Change-13,505 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,371
Change-13,371 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,868
Change-12,868 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 12,603
Change-12,603 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 12,179
Change-12,179 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 11,409
Change-11,409 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 11,165
Change-11,165 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,349
Change-9,349 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Ketron Financial
N/A
Shares— from 8,675
Change-8,675 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,366
Change-8,366 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 6,109
Change-6,109 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 825
Change-825 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 708
Change-708 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 705
Change-705 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 557
Change-557 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 446
Change-446 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 312
Change-312 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 289
Change-289 (-100%)
Value—
Motco
N/A
Shares— from 283
Change-283 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 280
Change-280 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 217
Change-217 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 182
Change-182 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 172
Change-172 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 113
Change-113 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 49
Change-49 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
US Bancorp \de\
INCREASED35,410,49734,334,144+1,076,353+3%$813.1M$780.4M-$32.6M2026-11-05
Creative Planning
DECREASED19,218,48919,656,745-438,256-2%$465.5M$423.6M-$41.9M2026-11-02
Charles Schwab Trust Co
DECREASED1,484,0251,498,729-14,704-1%$35.5M$32.7M-$2.8M2026-10-15
Rational Advisors, Inc.
INCREASED1,379,2861,366,280+13,006+1%$32.4M$30.4M-$2.0M2026-11-02
Pioneer Wealth Management Group
INCREASED928,542883,192+45,350+5%$20.9M$20.5M-$448.9K2026-10-09
ZynergyRetirementPlanningLLC
INCREASED859,959820,717+39,242+5%$19.4M$19.0M-$481.1K2026-10-08
Krilogy Financial LLC
INCREASED537,644527,590+10,054+2%$12.5M$12.1M-$434.0K2026-10-13
Courage Miller Partners, LLC
INCREASED520,450518,727+1,723+0%$12.3M$11.5M-$812.7K2026-10-21
Firestone Capital Management
INCREASED494,038491,986+2,052+0%$11.7M$10.9M-$761.6K2026-11-03
Assetmark, Inc
INCREASED466,335463,449+2,886+1%$11.0M$10.3M-$696.5K2026-10-21
Vise Technologies, Inc.
INCREASED448,754423,519+25,235+6%$10.0M$9.9M-$138.4K2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED442,09224,656+417,436+1693%$583.8K$9.7M+$9.2M2026-11-03
Wealth Management Resources, Inc.
INCREASED419,662407,235+12,427+3%$9.6M$9.2M-$394.0K2026-10-21
Avior Wealth Management, LLC
INCREASED409,884403,264+6,620+2%$9.5M$9.0M-$515.4K2026-10-13
Amicus Financial Advisors, LLC
DECREASED340,297347,827-7,530-2%$8.2M$7.5M-$736.4K2026-11-03
White & Co Financial Planning Inc
DECREASED280,104281,314-1,2100%$6.7M$6.0M-$642.1K2026-10-16
Stanich Group LLC
INCREASED253,367245,088+8,279+3%$5.8M$5.6M-$219.4K2026-10-16
Cypress Point Wealth Management, LLC
INCREASED252,271240,432+11,839+5%$5.7M$5.6M-$133.4K2026-11-03
CoreCap Advisors, LLC
DECREASED251,809285,187-33,378-12%$6.8M$5.5M-$1.2M2026-10-08
Asset Allocation Strategies LLC
DECREASED248,410252,804-4,394-2%$6.0M$5.5M-$511.4K2026-10-20
Williams Financial, LLC
INCREASED246,423240,915+5,508+2%$5.7M$5.4M-$273.7K2026-10-19
Appleton Partners Inc
INCREASED238,799233,742+5,057+2%$5.5M$5.3K-$5.5M2026-10-30
Elevation Wealth Partners, LLC
DECREASED234,674235,300-6260%$5.6M$5.2M-$399.7K2026-10-07
Frisco Financial Planning LLC
INCREASED233,012232,260+752+0%$5.5M$5.1M-$364.3K2026-10-05
Plancorp, LLC
INCREASED227,462128,099+99,363+78%$3.1M$5.2M+$2.2M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED208,272201,709+6,563+3%$4.8M$4.6M-$259.8K2026-10-13
Fiduciary Alliance LLC
INCREASED204,333200,307+4,026+2%$4.7M$4.5M-$239.8K2026-10-13
Perigon Wealth Management, LLC
INCREASED200,151193,274+6,877+4%$4.6M$4.4M-$165.4K2026-10-22
Farther Finance Advisors, LLC
INCREASED187,52195,223+92,298+97%$2.3M$4.1M+$1.9M2026-10-08
Omega Financial Group, LLC
DECREASED172,539178,953-6,414-4%$4.2M$3.8M-$434.9K2026-10-29
Upper Left Wealth Management, LLC
DECREASED171,016288,256-117,240-41%$6.8M$3.8M-$3.1M2026-10-14
SWS Partners
INCREASED164,934164,597+337+0%$3.9M$3.6M-$262.5K2026-10-26
Brooklyn FI, LLC
INCREASED164,800161,309+3,491+2%$3.9M$4.0M+$17.6K2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED164,686167,885-3,199-2%$4.0M$3.6M-$345.8K2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED164,400164,40000%$3.9M$3.9M$02026-11-03
Sanders Morris Harris LLC
NEW160,979—+160,979——$3.6M—2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED156,020157,493-1,473-1%$3.7M$3.4M-$290.8K2026-10-27
State of Alaska, Department of Revenue
INCREASED154,94447,251+107,693+228%$1.1M$3.4K-$1.1M2026-10-15
Bestgate Wealth Advisors, LLC
INCREASED142,52754,181+88,346+163%$1.3M$3.1M+$1.9M2026-10-13
Sagace Wealth Management LLC
INCREASED127,388119,715+7,673+6%$2.8M$2.8M-$27.2K2026-10-28
Guardian Financial Partners, LLC
INCREASED123,727122,537+1,190+1%$2.9M$2.7M-$174.7K2026-11-04
Landmark Wealth Management, LLC
INCREASED122,059118,582+3,477+3%$2.8M$2.7M-$117.9K2026-11-03
Kohmann Bosshard Financial Services, LLC
INCREASED118,45787,755+30,702+35%$2.1M$2.6M+$532.8K2026-11-04
Midwest Trust Co
INCREASED111,166105,203+5,963+6%$2.5M$2.5M-$41.1K2026-10-22
Davis Capital Management
INCREASED111,070104,130+6,940+7%$2.5M$2.4M-$17.8K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED107,97595,279+12,696+13%$2.3M$2.4K-$2.3M2026-11-02
Ramiah Investment Group
INCREASED105,145104,328+817+1%$2.5M$2.3M-$153.1K2026-10-20
MGO One Seven LLC
INCREASED104,403103,094+1,309+1%$2.4M$2.3M-$140.2K2026-10-28
Commonwealth Equity Services, LLC
INCREASED104,02260,664+43,358+71%$1.4M$2.3M+$856.1K2026-11-02
Wrenne Financial Planning LLC
INCREASED102,897100,039+2,858+3%$2.4M$2.3M-$101.1K2026-10-30
Black Diamond Financial, LLC
DECREASED102,790105,377-2,587-2%$2.5M$2.3M-$229.8K2026-10-26
Sachem Hill LLC
DECREASED101,489103,408-1,919-2%$2.4M$2.2M-$211.9K2026-10-14
Stockman Wealth Management, Inc.
INCREASED99,52698,351+1,175+1%$2.3M$2.2M-$135.4K2026-10-27
Epiq Partners, LLC
DECREASED96,46897,151-683-1%$2.3M$2.1M-$174.4K2026-10-07
FC Advisory LLC
DECREASED89,01297,213-8,201-8%$2.3M$2.0M-$340.2K2026-10-05
Patriot Investment Management Group, Inc.
DECREASED86,95687,137-1810%$2.1M$1.9M-$146.9K2026-10-15
AWM Capital, LLC
DECREASED86,62496,936-10,312-11%$2.3M$1.9M-$386.2K2026-10-16
Apollon Wealth Management, LLC
DECREASED85,05690,471-5,415-6%$2.1M$1.9M-$267.7K2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED79,75054,600+25,150+46%$1.3M$1.8M+$464.8K2026-10-22
Carter Financial Group, Inc.
INCREASED79,48876,887+2,601+3%$1.8M$1.8M-$68.8K2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED77,44179,748-2,307-3%$1.9M$1.7M-$181.6K2026-10-28
Cape Investment Advisory, Inc.
DECREASED77,06377,521-458-1%$1.8M$1.7M-$137.2K2026-10-13
Bank of New York Mellon Corp
INCREASED75,98266,205+9,777+15%$1.6M$1.7M+$106.9K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED74,57573,667+908+1%$1.7M$1.6M-$100.8K2026-10-20
Nations Financial Group Inc,
INCREASED73,90872,920+988+1%$1.7M$1.6M-$97.8K2026-11-05
IFP Advisors, Inc
INCREASED72,95264,394+8,558+13%$1.5M$1.6M+$83.0K2026-10-16
Truist Financial Corp
INCREASED72,34356,582+15,761+28%$1.3M$1.6M+$254.6K2026-10-30
Csenge Advisory Group
DECREASED70,17976,304-6,125-8%$1.8M$1.5M-$260.1K2026-11-04
Tempus Wealth Planning, LLC
DECREASED69,32872,954-3,626-5%$1.7M$1.5M-$199.6K2026-10-14
HB Wealth Management, LLC
NEW65,761—+65,761——$1.4M—2026-10-23
Johnson Financial Group, LLC
DECREASED63,74164,289-548-1%$1.5M$1.4M-$117.5K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED60,25160,141+110+0%$1.4M$1.3M-$96.2K2026-10-21
Allstreet Capital Advisors LLC
INCREASED58,99757,859+1,138+2%$1.4M$1.3M-$69.8K2026-11-04
Choreo, LLC
DECREASED56,86762,930-6,063-10%$1.5M$1.3M-$236.8K2026-10-28
BlueSky Wealth Advisors, LLC
DECREASED52,72171,692-18,971-26%$1.7M$1.2M-$535.7K2026-10-29
Integrity Alliance, Llc.
INCREASED52,00249,980+2,022+4%$1.2M$1.1M-$37.4K2026-10-29
Greenwood Capital Associates LLC
INCREASED51,86344,198+7,665+17%$1.0M$1.1M+$96.5K2026-10-27
Parkside Financial Bank & Trust
INCREASED51,61047,278+4,332+9%$1.1M$1.1M+$17.9K2026-10-27
Liberty Capital Management, Inc.
INCREASED50,09249,047+1,045+2%$1.2M$1.1M-$57.4K2026-11-02
Peterson Wealth Advisors, LLC
DECREASED49,84450,779-935-2%$1.2M$1.1M-$103.9K2026-10-08
Wealthcare Advisory Partners LLC
DECREASED49,259137,744-88,485-64%$3.3M$1.1M-$2.2M2026-10-21
Capital Investment Advisors, LLC
NEW48,050—+48,050——$1.1M—2026-10-22
Breakwater Investment Management
DECREASED47,60958,738-11,129-19%$1.4M$1.0M-$341.6K2026-10-20
Curbstone Financial Management Corp
DECREASED47,23248,732-1,500-3%$1.2M$1.0M-$113.0K2026-10-21
IFG Advisors, LLC
DECREASED44,95352,010-7,057-14%$1.2M$990.8K-$240.8K2026-10-15
SigFig Wealth Management, LLC
DECREASED44,02244,919-897-2%$1.1M$970.3K-$112.8K2026-10-07
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED43,82344,511-688-2%$1.1M$965.9K-$88.2K2026-10-28
North Forty Two & Co.
DECREASED42,92443,824-900-2%$1.0M$946.0K-$91.7K2026-10-19
Odyssey Capital Advisors, Inc.
INCREASED42,24341,467+776+2%$981.9K$931.0K-$50.9K2026-10-26
Villere ST Denis J & Co LLC
INCREASED41,52237,168+4,354+12%$880.1K$915.1K+$35.0K2026-11-04
Foster Group, Inc.
INCREASED41,30040,990+310+1%$970.6K$910.3K-$60.4K2026-10-13
Yoder Wealth Management, Inc.
INCREASED40,36438,779+1,585+4%$918.3K$889.6K-$28.7K2026-10-13
Gradient Capital Advisors, LLC
UNCHANGED39,89939,89900%$944.8K$879.4K-$65.4K2026-10-21
Chicago Partners Investment Group LLC
DECREASED39,47744,562-5,085-11%$1.1M$899.7K-$185.0K2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED38,85439,024-1700%$924.1K$856.3K-$67.7K2026-11-02
Wakefield Asset Management Lllp
DECREASED38,50639,401-895-2%$933.0K$848.7K-$84.3K2026-11-05
Fund Evaluation Group, LLC
DECREASED38,25939,129-870-2%$926.6K$843.2K-$83.3K2026-11-05
LCW Services, LLC
DECREASED37,33237,622-290-1%$890.9K$822.8K-$68.1K2026-10-21
RCW Management, LLC
INCREASED36,74636,619+127+0%$867.1K$809.9K-$57.3K2026-10-30
Cooke Wealth Management, LLC
DECREASED36,72943,081-6,352-15%$1.0M$809.5K-$210.7K2026-10-13
Aletheian Wealth Advisors LLC
DECREASED36,43036,760-330-1%$870.5K$802.9K-$67.6K2026-10-08
Signal Advisors Wealth, LLC
INCREASED35,7119,415+26,296+279%$222.9K$787.1K+$564.1K2026-10-13
Balboa Wealth Partners
INCREASED35,64130,614+5,027+16%$724.9K$785.5K+$60.6K2026-10-20
Thrivent Financial for Lutherans
NEW35,557—+35,557——$784—2026-11-05
Droms Strauss Advisors Inc
INCREASED33,55832,622+936+3%$772.5K$739.6K-$32.9K2026-11-03
Compound Planning, Inc.
INCREASED32,43420,156+12,278+61%$477.3K$714.9K+$237.6K2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED31,78232,366-584-2%$766.4K$700.5K-$66.0K2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED31,60129,878+1,723+6%$707.5K$696.5K-$11.0K2026-10-22
Bailard, Inc.
DECREASED30,99633,668-2,672-8%$797.3K$683.2K-$114.1K2026-10-13
RFG Advisory, LLC
NEW30,683—+30,683——$676.3K—2026-11-03
Evergreen Capital Management LLC
UNCHANGED29,95929,95900%$709.4K$660.3K-$49.1K2026-10-23
Parallel Advisors, LLC
DECREASED29,79731,109-1,312-4%$736.7K$656.7K-$79.9K2026-11-03
Rakuten Investment Management, Inc.
INCREASED29,76925,690+4,079+16%$619.4K$662.4K+$43.0K2026-10-30
Pacific Capital Wealth Advisors, Inc.
UNCHANGED29,51129,51100%$698.8K$650.4K-$48.4K2026-10-22
Focus Financial Network, Inc.
DECREASED28,99330,910-1,917-6%$732.0K$639.0K-$93.0K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED28,61228,304+308+1%$670.2K$630.6K-$39.6K2026-11-04
Altfest L J & Co Inc
INCREASED28,54328,337+206+1%$671.0K$629.1K-$41.9K2026-10-27
Pine Haven Investment Counsel, Inc
INCREASED27,36925,572+1,797+7%$605.5K$603.2K-$2.3K2026-11-02
Atria Investments, Inc
INCREASED27,28326,094+1,189+5%$617.9K$601.3K-$16.6K2026-10-15
PFG Advisors
INCREASED26,97925,171+1,808+7%$596.0K$594.6K-$1.4K2026-10-16
Dorato Capital Management
DECREASED26,76626,995-229-1%$644.9K$582.2K-$62.8K2026-10-08
Prospect Financial Group LLC
DECREASED26,55426,635-810%$630.7K$585.2K-$45.5K2026-11-05
Valued Wealth Advisors LLC
INCREASED26,35323,584+2,769+12%$558.5K$580.8K+$22.4K2026-11-05
Brown Wealth Management, LLC
DECREASED26,21931,233-5,014-16%$739.6K$577.9K-$161.7K2026-10-20
Lodestar Private Asset Management LLC
DECREASED25,83226,404-572-2%$625.3K$569.3K-$55.9K2026-10-26
WT Wealth Management
DECREASED25,07836,523-11,445-31%$864.9K$552.7K-$312.1K2026-10-13
Friedenthal Financial
INCREASED24,92024,257+663+3%$574.4K$549.2K-$25.2K2026-10-27
Bluestem Financial Advisors, LLC
INCREASED24,63624,438+198+1%$578.7K$543.0K-$35.7K2026-10-20
Park Avenue Securities LLC
DECREASED24,35824,931-573-2%$590.0K$537-$589.5K2026-10-26
Portland Financial Advisors Inc
INCREASED24,34823,052+1,296+6%$545.9K$536.6K-$9.2K2026-10-26
Fifth Third Bancorp
INCREASED24,33516,446+7,889+48%$389.5K$536.4K+$146.9K2026-11-05
Facet Wealth, Inc.
INCREASED24,28912,713+11,576+91%$301.0K$535.3K+$234.3K2026-11-04
Clear Retirement Advice LLC
UNCHANGED24,23524,23500%$573.9K$534.1K-$39.7K2026-10-22
Human Investing LLC
INCREASED23,90923,789+120+1%$563.3K$527.0K-$36.4K2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED23,81323,105+708+3%$547.1K$524.8K-$22.3K2026-10-13
StoneX Group Inc.
NEW23,798—+23,798——$549.3K—2026-11-03
R2 Capital Strategies, LLC
INCREASED21,48821,150+338+2%$500.8K$473.6K-$27.2K2026-10-15
Luts & Greenleigh Group, Inc.
UNCHANGED21,20021,20000%$502.0K$467.2K-$34.8K2026-11-05
XY Planning Network, Inc.
INCREASED21,14219,186+1,956+10%$454.3K$466.0K+$11.6K2026-10-14
IVC Wealth Advisors LLC
INCREASED20,74620,560+186+1%$486.9K$457.2K-$29.6K2026-10-23
Discipline Wealth Solutions, LLC
DECREASED20,61721,223-606-3%$502.6K$454.4K-$48.2K2026-10-14
Hardin Capital Partners, LLC
INCREASED20,59920,582+17+0%$490.4K$454.0K-$36.4K2026-10-09
Creative Financial Designs Inc
INCREASED20,38219,117+1,265+7%$452.7K$449.2K-$3.5K2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED20,30385,528-65,225-76%$2.0M$447.5K-$1.6M2026-10-23
Carrera Capital Advisors
INCREASED20,29420,176+118+1%$477.8K$447.3K-$30.5K2026-11-03
Bigelow Investment Advisors, LLC
DECREASED19,72420,451-727-4%$484.3K$434.7K-$49.6K2026-10-13
Fonville Wealth Management LLC
DECREASED19,64319,717-740%$466.9K$432.9K-$34.0K2026-10-28
Certuity, LLC
INCREASED19,55717,305+2,252+13%$409.8K$431.0K+$21.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED19,27314,952+4,321+29%$354.1K$424.8K+$70.7K2026-11-02
Whelan Financial
INCREASED18,97718,913+64+0%$447.9K$418.2K-$29.6K2026-10-28
Swmg, LLC
DECREASED18,78318,849-660%$452.9K$426.9K-$26.0K2026-10-23
Mission Wealth Management, LP
DECREASED18,43824,523-6,085-25%$580.7K$406.4K-$174.3K2026-10-15
WBH Advisory Inc
UNCHANGED18,42318,42300%$436.3K$406.0K-$30.2K2026-11-05
BCS Wealth Management
DECREASED18,11021,704-3,594-17%$514.0K$399.2K-$114.8K2026-11-03
Thompson Investment Management, Inc.
DECREASED17,99118,086-95-1%$428.3K$396.5K-$31.8K2026-10-14
Blueline Advisors LLC
UNCHANGED17,90617,90600%$424.0K$394.6K-$29.4K2026-10-15
Lederer & Associates Investment Counsel
DECREASED17,84017,882-420%$423$393-$302026-10-23
CWA Asset Management Group, LLC
INCREASED17,56217,543+19+0%$415.4K$387.1K-$28.4K2026-10-19
Pinnacle Bancorp, Inc.
DECREASED17,20117,228-270%$408.0K$379.1K-$28.8K2026-10-21
Compass Financial Group, Inc
INCREASED17,16410,405+6,759+65%$246.4K$378.3K+$131.9K2026-10-13
Everhart Financial Group, Inc.
INCREASED17,05016,668+382+2%$394.7K$375.8K-$18.9K2026-10-08
Fifth Third Securities, Inc.
DECREASED16,76823,921-7,153-30%$566.5K$369.6K-$196.9K2026-10-21
Lee Financial Co
UNCHANGED16,62116,62100%$393.6K$366.3K-$27.3K2026-10-16
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED16,46116,46100%$389.8K$362.8K-$27.0K2026-10-29
Root Financial Partners, LLC
INCREASED16,43412,002+4,432+37%$284.2K$362.2K+$78.0K2026-10-21
Antonelli Financial Advisors, LLC
DECREASED16,35916,758-399-2%$397.0K$361.0K-$36.0K2026-10-13
Keystone Global Partners, LLC
UNCHANGED16,28516,28500%$385.6K$358.9K-$26.7K2026-10-13
Integral Investment Advisors, Inc.
DECREASED16,27521,875-5,600-26%$518.0K$358.7K-$159.3K2026-11-03
Strata Wealth Advisors, LLC
UNCHANGED15,77515,77500%$373.6K$347.7K-$25.9K2026-10-16
Advantage Trust Co
UNCHANGED15,74015,74000%$372.7K$346.9K-$25.8K2026-10-19
Bangor Savings Bank
DECREASED15,67116,104-433-3%$381.3K$345.4K-$36.0K2026-10-06
Modera Wealth Management, LLC
DECREASED15,48715,688-201-1%$371.5K$341.3K-$30.2K2026-10-28
United Advisor Group, LLC
DECREASED15,36515,866-501-3%$375.7K$338.7K-$37.0K2026-11-03
M Wealth Management, LLC
INCREASED15,35315,343+10+0%$363.3K$338.4K-$25.0K2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED15,14615,030+116+1%$355.9K$333.8K-$22.1K2026-10-21
RFG Holdings, Inc.
DECREASED15,06317,140-2,077-12%$405.9K$332.0K-$73.9K2026-10-30
Values Added Financial LLC
INCREASED15,06114,986+75+1%$354.9K$331.9K-$22.9K2026-10-28
Koshinski Asset Management, Inc.
DECREASED14,90515,204-299-2%$360.0K$328.5K-$31.5K2026-10-29
Rinkey Investments
UNCHANGED14,26314,26300%$337.7K$314.4K-$23.4K2026-10-28
AlphaCore Capital LLC
DECREASED14,14114,220-79-1%$336.7K$311.7K-$25.1K2026-11-04
Alpha Omega Wealth Management LLC
DECREASED13,93114,180-249-2%$335.8K$307.0K-$28.8K2026-10-23
Grove Bank & Trust
INCREASED13,4023,583+9,819+274%$84.8K$295.4K+$210.5K2026-10-08
Elser Financial Planning, Inc
DECREASED13,32114,316-995-7%$339.0K$293.6K-$45.4K2026-10-16
Visionary Wealth Advisors
DECREASED13,25413,465-211-2%$318.9K$292.1K-$26.7K2026-11-04
Piscataqua Savings Bank
UNCHANGED13,19613,19600%$312.5K$290.7K-$21.8K2026-10-21
FF Advisors,LLC
INCREASED12,95912,289+670+5%$291.0K$285.6K-$5.4K2026-10-21
Compass Financial Management LLC
INCREASED12,86710,277+2,590+25%$243.4K$283.6K+$40.2K2026-10-30
Watershed Private Wealth LLC
DECREASED12,59523,440-10,845-46%$555.1K$277.6K-$277.5K2026-10-30
Downshift Financial, LLC
INCREASED12,38512,375+10+0%$293.0K$273.0K-$20.1K2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED12,28512,28500%$290.9K$270.8K-$20.1K2026-10-05
Cypress Financial Planning LLC
DECREASED12,17612,250-74-1%$290.1K$268.4K-$21.7K2026-10-09
Cambridge Advisors Inc.
INCREASED11,87411,857+17+0%$280.8K$261.7K-$19.1K2026-10-19
Cap Partners, LLC
INCREASED11,83911,783+56+0%$279.0K$260.9K-$18.1K2026-10-19
Allen Capital Group, LLC
DECREASED11,80411,908-104-1%$282.0K$260.2K-$21.8K2026-10-27
Apella Capital, LLC
NEW11,324—+11,324——$246.3K—2026-10-08
Moss Adams Wealth Advisors LLC
INCREASED11,32411,307+17+0%$267.8K$249.6K-$18.2K2026-10-28
Lewis Asset Management, LLC
INCREASED11,28711,017+270+2%$260.9K$248.8K-$12.1K2026-10-14
Skyline Advisors, Inc.
UNCHANGED10,73610,73600%$254.2K$236.6K-$17.6K2026-11-03
Founders Financial Securities LLC
INCREASED10,5199,990+529+5%$236.6K$231.8K-$4.7K2026-10-28
Meridian Wealth Management, LLC
INCREASED10,39210,207+185+2%$241.7K$229.0K-$12.7K2026-11-05
KRM Wealth Management L.L.C.
DECREASED10,33810,652-314-3%$252.2K$227.8K-$24.4K2026-11-02
Diversified Portfolios, Inc.
NEW9,754—+9,754——$215.0K—2026-11-04
Plan A Wealth LLC
INCREASED9,5419,310+231+2%$220.5K$210.3K-$10.2K2026-10-08
Brookstone Capital Management
NEW9,489—+9,489——$209.1K—2026-10-22
Websterrogers Financial Advisors, LLC
DECREASED9,4309,623-193-2%$227.9K$207.8K-$20.0K2026-11-02
Simplicity Wealth,LLC
INCREASED9,2018,690+511+6%$205.8K$202.8K-$3.0K2026-10-23
JDH Wealth Management, LLC
UNCHANGED9,1779,17700%$217.3K$202.3K-$15.1K2026-10-20
Larson Financial Group LLC
INCREASED8,6352,988+5,647+189%$70.8K$190.3K+$119.6K2026-11-05
3 Factor Indexing, LLC
UNCHANGED6,5226,52200%$154.4K$143.7K-$10.7K2026-10-15
Smallwood Wealth Investment Management, LLC
UNCHANGED6,0086,00800%$142.3K$132.4K-$9.9K2026-10-30
Birchwood Financial Partners, Inc.
INCREASED4,8254,815+10+0%$114.0K$106.3K-$7.7K2026-11-02
Creative Capital Management Investments LLC
NEW4,393—+4,393——$96.8K—2026-10-28
Central Trust Co
INCREASED4,1682,832+1,336+47%$67.1K$91.9K+$24.8K2026-11-05
Financial Network Wealth Advisors LLC
NEW3,906—+3,906——$86.1K—2026-10-28
Private Trust Co NA
DECREASED3,8763,896-20-1%$92.3K$85.4K-$6.8K2026-10-20
Mather Group, Llc.
INCREASED3,6972,331+1,366+59%$55.2K$81.5K+$26.3K2026-10-14
Bullock Wealth Management Group
INCREASED3,1862,849+337+12%$67.8K$69.7K+$1.9K2026-10-09
Blume Capital Management, Inc.
DECREASED2,9803,230-250-8%$76.5K$65.7K-$10.8K2026-10-26
Ascentis Independent Advisors
NEW2,463—+2,463——$54.3K—2026-11-03
Indiana Trust & Investment Management Co
DECREASED2,4305,683-3,253-57%$134.6K$53.6K-$81.0K2026-10-22
Covestor Ltd
DECREASED2,3962,485-89-4%$59.0K$53-$58.9K2026-10-30
Burk Holdings LLC
DECREASED2,3622,371-90%$56.1K$52.1K-$4.1K2026-11-05
Abound Wealth Management
INCREASED2,2791,083+1,196+110%$25.7K$50.2K+$24.6K2026-10-26
Lanark Financial, Inc.
DECREASED2,1452,227-82-4%$52.7K$47.3K-$5.5K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED2,0522,050+2+0%$48.5K$45.2K-$3.3K2026-10-30
TD Private Client Wealth LLC
INCREASED1,9931,850+143+8%$43.8K$43.9K+$1182026-10-28
Gables Capital Management Inc.
UNCHANGED1,9081,90800%$45.2K$42.1K-$3.1K2026-11-04
Grey Ledge Advisors, LLC
INCREASED1,8451,837+8+0%$43.5K$40.7K-$2.8K2026-11-02
Signaturefd, LLC
INCREASED1,7921,624+168+10%$38.5K$39.5K+$1.0K2026-10-23
Three Bridge Wealth Advisors, LLC
NEW1,779—+1,779——$39.2K—2026-11-05
Bfsg, LLC
INCREASED1,548653+895+137%$15.5K$34.1K+$18.7K2026-10-30
Hoey Investments, Inc
UNCHANGED1,4601,46000%$34.6K$32.2K-$2.4K2026-10-29
Independence Bank of Kentucky
UNCHANGED1,4191,41900%$33.6K$31.3K-$2.3K2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED1,2911,312-21-2%$31.1K$28.5K-$2.6K2026-10-27
Team Financial Group, LLC
NEW1,233—+1,233——$27.2K—2026-10-30
Asset Dedication, LLC
UNCHANGED1,2051,20500%$28.5K$26.5K-$2.0K2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED1,2001,20000%$28.4K$26.4K-$2.0K2026-10-09
Tompkins Financial Corp
UNCHANGED1,1061,10600%$26.2K$24.4K-$1.8K2026-10-05
Caldwell Trust Co
UNCHANGED1,0931,09300%$25.9K$24.1K-$1.8K2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED99199100%$23.5K$21.8K-$1.6K2026-10-07
Pacific Center for Financial Services
UNCHANGED92992900%$22.0K$20.5K-$1.5K2026-10-15
Fairway Wealth LLC
UNCHANGED87087000%$20.6K$19.2K-$1.4K2026-10-30
John Boyer, Inc.
NEW832—+832——$18.3K—2026-10-27
Cullen T Bankers, Inc.
DECREASED7601,077-317-29%$25.5K$16.8K-$8.7K2026-10-28
Silver Grove Financial Group, Inc.
NEW756—+756——$16.7K—2026-11-05
Latitude Advisors, LLC
NEW756—+756——$16.7K—2026-10-27
Financial Consulate, Inc
UNCHANGED74274200%$17.6K$16.4K-$1.2K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED740738+2+0%$17.5K$16.3K-$1.2K2026-10-26
Align Financial, LLC
NEW680—+680——$15.0K—2026-10-16
Mosley Wealth Management
UNCHANGED67567500%$16.0K$15.1K-$8772026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED63763700%$15.1K$14.0K-$1.0K2026-10-23
Golden State Wealth Management, LLC
INCREASED625609+16+3%$14.4K$13.8K-$6462026-11-02
Noble Wealth Management PBC
UNCHANGED56656600%$13.4K$12.5K-$9282026-10-01
Morling Financial Advisors, LLC
NEW562—+562——$12.4K—2026-10-28
Buck Wealth Strategies, LLC
INCREASED554479+75+16%$11.3K$12.2K+$8572026-10-28
Avion Wealth
DECREASED5321,032-500-48%$24$11-$132026-11-04
Cdkv Holdings LLC
UNCHANGED53253200%$12.6K$11.7K-$8722026-10-28
CX Institutional
DECREASED521522-10%$12$11-$12026-10-02
McCarley & Cook Financial Planners
UNCHANGED51251200%$12.1K$11.3K-$8402026-10-21
Valley National Advisers Inc
UNCHANGED41741700%$9.9K$9.2K-$6842026-10-23
Lodestone Wealth Management LLC
INCREASED416414+2+0%$9.8K$9.2K-$6282026-10-14
1620 Investment Advisors, Inc.
UNCHANGED40440400%$9.6K$8.9K-$6632026-11-04
Key Capital Management, Inc
NEW402—+402——$8.9K—2026-11-03
Mascoma Wealth Management LLC
NEW390—+390——$8.6K—2026-10-23
Gamma Investing LLC
DECREASED390391-10%$9.3K$8.6K-$6632026-10-08
Comprehensive Financial Planning, Inc.
UNCHANGED38638600%$9.1K$8.5K-$6332026-10-27
Main Street Group, LTD
UNCHANGED38038000%$9.0K$8.4K-$6232026-10-28
Pillar Financial Advisors, LLC
UNCHANGED36536500%$8.6K$8.0K-$5992026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED35735700%$8$8$02026-10-27
Key FInancial Inc
DECREASED349385-36-9%$9.1K$7.7K-$1.4K2026-11-02
Bell Investment Advisors, Inc
INCREASED335332+3+1%$7.9K$7.4K-$4882026-10-29
Triumph Capital Management
UNCHANGED33233200%$7.9K$7.3K-$5452026-10-14
PFS Partners, LLC
UNCHANGED32332300%$7.6K$7.1K-$5302026-10-21
Nova Financial LLC
NEW313—+313——$6.9K—2026-11-04
Balentine LLC
NEW307—+307——$6.8K—2026-11-03
Barrett & Company, Inc.
UNCHANGED30030000%$7.1K$6.6K-$4922026-10-22
Citigroup Inc
INCREASED29634+262+771%$805$6.5K+$5.7K2026-11-04
High Note Wealth, LLC
UNCHANGED27427400%$6.5K$6.0K-$4492026-10-27
Edgemoor Investment Advisors, Inc.
NEW260—+260——$5.7K—2026-11-03
Wolff Wiese Magana LLC
UNCHANGED25025000%$5.9K$5.5K-$4102026-10-15
Arlington Trust Co LLC
UNCHANGED24224200%$5.7K$5.3K-$3972026-10-20
Investors Research Corp
UNCHANGED23123100%$5.5K$5.1K-$3792026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED23023000%$5.4K$5.1K-$3772026-10-15
Pflug Koory, LLC
UNCHANGED22422400%$5.3K$4.9K-$3672026-10-26
Horrell Capital Management, Inc.
UNCHANGED22022000%$5.2K$4.8K-$3612026-10-08
TD Waterhouse Canada Inc.
UNCHANGED20820800%$4.9K$4.5K-$3952026-10-16
Sellwood Investment Partners LLC
UNCHANGED19519500%$4.6K$4.3K-$3202026-11-03
Spire Wealth Management
INCREASED194193+1+1%$4.6K$4.3K-$3102026-10-30
Signature Resources Capital Management, LLC
UNCHANGED19419400%$4.6K$4.3K-$3182026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED18518500%$4.4K$4.1K-$3042026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED18418400%$4.4K$4.1K-$3022026-11-03
Adirondack Trust Co
UNCHANGED16716700%$4.0K$3.7K-$2752026-10-14
Jacobi Capital Management LLC
NEW154—+154——$3.4K—2026-11-05
Allspring Global Investments Holdings, LLC
NEW149—+149——$3.3K—2026-11-04
CGC Financial Services, LLC
UNCHANGED14714700%$3.5K$3.2K-$2412026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED14263+79+125%$1.5K$3.1K+$1.6K2026-11-03
Tradewinds Capital Management, LLC
INCREASED13393+40+43%$2.2K$2.9K+$7302026-10-23
Chilton Capital Management LLC
NEW130—+130——$2.9K—2026-10-28
Costello Asset Management, Inc
INCREASED125124+1+1%$2.9K$2.8K-$1822026-10-30
Barnes Dennig Private Wealth Management LLC
NEW120—+120——$2.6K—2026-10-30
Archer Investment Corp
INCREASED117116+1+1%$2.7K$2.6K-$1702026-11-05
Wilkerson Advisory Group LLC
UNCHANGED10910900%$2.6K$2.4K-$1792026-10-20
Elevated Capital Advisors, LLC
UNCHANGED989800%$2.3K$2.2K-$1612026-11-04
Atmos Advisory, LLC
UNCHANGED929200%$2.2K$2.0K-$1512026-10-06
Blue Trust, Inc.
INCREASED9025+65+260%$592$2.0K+$1.4K2026-10-15
Plante Moran Financial Advisors, LLC
NEW87—+87——$1.9K—2026-11-04
City State Bank
UNCHANGED858500%$2.0K$1.9K-$1402026-10-20
William Mack & Associates, Inc.
NEW82—+82——$1.8K—2026-10-27
Rydar Equities, Inc.
NEW82—+82——$1.8K—2026-10-13
GoalVest Advisory LLC
NEW81—+81——$1.8K—2026-10-02
Nfsg Corp
INCREASED8138+43+113%$900$1.8K+$8852026-10-15
Kingdom Financial Group Llc.
NEW77—+77——$1.7K—2026-11-04
Gen-Wealth Partners Inc
NEW72—+72——$1.6K—2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED707000%$1.7K$1.5K-$1152026-11-03
Salomon & Ludwin, LLC
UNCHANGED676700%$1.6K$1.5K-$1162026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED656500%$1.5K$1.4K-$1072026-10-14
Westside Investment Management, Inc.
UNCHANGED646400%$1.5K$1.4K-$1052026-11-02
IMG Wealth Management, Inc.
UNCHANGED616100%$1.4K$1.3K-$1002026-10-27
GHP Investment Advisors, Inc.
NEW57—+57——$1.3K—2026-10-15
Midwest Capital Advisors, LLC
INCREASED5554+1+2%$1.3K$1.2K-$802026-11-04
Hurley Capital, LLC
UNCHANGED525200%$1.2K$1.1K-$852026-11-05
Essential Partners LLC
UNCHANGED515100%$1.2K$1.1K-$842026-10-14
Armor Investment Advisors, LLC
DECREASED491,082-1,033-95%$25.6K$1.1K-$24.5K2026-10-27
American Capital Advisory, LLC
INCREASED4932+17+53%$758$1.1K+$3222026-10-28
Clayton Financial Group LLC
NEW48—+48——$1.1K—2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED3938+1+3%$912$855-$572026-10-29
MTM Investment Management, LLC
UNCHANGED393900%$924$860-$642026-10-30
Trust Co of Toledo NA
UNCHANGED363600%$852$793-$592026-10-16
Insight Inv LLC
UNCHANGED282800%$663$617-$462026-10-27
Owl Creek Wealth Partners LLC
NEW26—+26——$574—2026-10-20
Hager Investment Management Services, LLC
NEW25—+25——$551—2026-11-04
Financial Management Professionals, Inc.
UNCHANGED161600%$379$353-$262026-10-23
Networth Advisors, LLC
UNCHANGED111100%$262$246-$162026-11-03
Financially Speaking Inc
NEW4—+4——$78—2026-11-05
Maryland Capital Advisors Inc.
DECREASED16-5-83%$143$23-$1202026-10-15
Kings Path Partners LLC
UNCHANGED1100%$21$19-$22026-10-21
Elyxium Wealth, LLC
NEW0—0——$0—2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED088,241-88,241-100%$2.1M$0-$2.1M2026-10-16
Axxcess Wealth Management, LLC
CLOSED030,308-30,308-100%$717.7K$0-$717.7K2026-10-21
Sumitomo Mitsui Trust Group, Inc.
CLOSED015,797-15,797-100%$374.1K$0-$374.1K2026-10-29
Stableford Capital II LLC
CLOSED014,899-14,899-100%$352.8K$0-$352.8K2026-10-09
Embree Financial Group
CLOSED010,861-10,861-100%$257.2K$0-$257.2K2026-10-22
SMI Advisory Services, LLC
CLOSED09,630-9,630-100%$229.9K$0-$229.9K2026-10-13
Worth Asset Management, LLC
CLOSED09,425-9,425-100%$223.2K$0-$223.2K2026-10-07
Summit Financial Strategies, Inc.
CLOSED08,997-8,997-100%$213.0K$0-$213.0K2026-10-14
Emergent Wealth Advisors, LLC
CLOSED08,820-8,820-100%$207.3K$0-$207.3K2026-10-09
AdvisorNet Financial, Inc
CLOSED08,797-8,797-100%$208.3K$0-$208.3K2026-10-15
ETF Store, Inc.
CLOSED08,769-8,769-100%$207.6K$0-$207.6K2026-10-19
Greenleaf Trust
CLOSED08,739-8,739-100%$206.9K$0-$206.9K2026-10-29
Creekside Partners
CLOSED08,547-8,547-100%$202.4K$0-$202.4K2026-11-04
Integrity Advisory Solutions, LLC
CLOSED08,464-8,464-100%$200.4K$0-$200.4K2026-10-29
LifeSteps Financial, Inc.
CLOSED02,965-2,965-100%$70.2K$0-$70.2K2026-10-15
Reap Financial Group, LLC
CLOSED01,089-1,089-100%$25.8K$0-$25.8K2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED0881-881-100%$20.9K$0-$20.9K2026-10-29
International Assets Investment Management, LLC
CLOSED0776-776-100%$18.5K$0-$18.5K2026-11-02
Gill Capital Partners, LLC
CLOSED0588-588-100%$13.9K$0-$13.9K2026-10-13
Activest Wealth Management
CLOSED0538-538-100%$12.7K$0-$12.7K2026-10-15
Godsey & Gibb, Inc
CLOSED0441-441-100%$10.4K$0-$10.4K2026-10-14
MCF Advisors LLC
CLOSED0356-356-100%$8.4K$0-$8.4K2026-10-28
Tsfg, LLC
CLOSED0228-228-100%$5$0-$52026-10-23
CrossGen Wealth, LLC
CLOSED0226-226-100%$5.4K$0-$5.4K2026-10-30
Halbert Hargrove Global Advisors, LLC
CLOSED0202-202-100%$4.8K$0-$4.8K2026-10-16
True Wealth Design, LLC
CLOSED053-53-100%$1.3K$0-$1.3K2026-10-13
Solstein Capital, LLC
CLOSED040-40-100%$947$0-$9472026-11-02
Wagner Wealth Management, LLC
CLOSED014-14-100%$326$0-$3262026-10-21
Tucker Asset Management LLC
CLOSED02-2-100%$47$0-$472026-10-29
Raleigh Capital Management Inc.
UNCHANGED000—$9$8-$12026-10-28
Financial Engines Advisors L.L.C.
N/A—59,841,430-59,841,430-100%$1.4B———
Northwestern Mutual Wealth Management Co
N/A—49,794,731-49,794,731-100%$1.2B———
FMR LLC
N/A—24,732,957-24,732,957-100%$585.7M———
Envestnet Asset Management Inc
N/A—11,756,832-11,756,832-100%$278.4M———
Dumac, Inc.
N/A—7,929,093-7,929,093-100%$187.8M———
Two Sigma Investments, LP
N/A—3,186,737-3,186,737-100%$75.5M———
Cerity Partners LLC
N/A—2,724,095-2,724,095-100%$64.5M———
Benjamin Edwards Inc
N/A—2,229,955-2,229,955-100%$52.8M———
Ameriprise Financial Inc
N/A—2,178,577-2,178,577-100%$51.6M———
Mason Street Advisors, LLC
N/A—2,161,115-2,161,115-100%$51.2M———
Elm Partners Management LLC
N/A—1,946,919-1,946,919-100%$46.1M———
Moneta Group Investment Advisors LLC
N/A—1,109,653-1,109,653-100%$26.3M———
M&T Bank Corp
N/A—1,048,116-1,048,116-100%$24.8M———
Hantz Financial Services, Inc.
N/A—975,230-975,230-100%$23.1M———
Manning & Napier Advisors LLC
N/A—963,416-963,416-100%$23.2M———
Foster & Motley Inc
N/A—944,793-944,793-100%$22.4M———
Invesco Ltd.
N/A—944,500-944,500-100%$22.4M———
BlackRock, Inc.
N/A—874,401-874,401-100%$20.7M———
Betterment LLC
N/A—794,598-794,598-100%$18.8M———
Waverly Advisors, LLC
N/A—770,626-770,626-100%$18.2M———
Principal Securities, Inc.
N/A—733,151-733,151-100%$17.4M———
Morningstar Investment Management LLC
N/A—705,180-705,180-100%$15.2M———
Beacon Pointe Advisors, LLC
N/A—625,162-625,162-100%$14.8M———
D. E. Shaw & Co., Inc.
N/A—595,924-595,924-100%$14.1M———
Tortoise Investment Management, LLC
N/A—570,742-570,742-100%$13.5M———
LPL Financial LLC
N/A—519,851-519,851-100%$12.3M———
PNC Financial Services Group, Inc.
N/A—503,191-503,191-100%$11.9M———
Strategic Financial Planning, Inc.
N/A—499,423-499,423-100%$11.8M———
Jones Financial Companies Lllp
N/A—478,950-478,950-100%$11.6M———
Wealthfront Advisers LLC
N/A—429,425-429,425-100%$10.2M———
Waterford Advisors, LLC
N/A—429,163-429,163-100%$9.9M———
Mariner, LLC
N/A—423,395-423,395-100%$10.0M———
Focus Partners Wealth
N/A—395,395-395,395-100%$9.4M———
Morgan Stanley
N/A—395,081-395,081-100%$9.4M———
Jackson Thornton Wealth Management, LLC
N/A—394,256-394,256-100%$9.3M———
Flow Traders U.S. LLC
N/A—382,561-382,561-100%$9.1M———
Wells Fargo & Company
N/A—354,243-354,243-100%$8.4M———
Vista Capital Partners, Inc.
N/A—349,509-349,509-100%$8.3M———
Osaic Holdings, Inc.
N/A—343,604-343,604-100%$8.1M———
Rockefeller Capital Management L.P.
N/A—342,801-342,801-100%$8.1M———
National Bank of Canada
N/A—336,652-336,652-100%$8.0M———
Neuberger Berman Group LLC
N/A—332,271-332,271-100%$7.9M———
Passive Capital Management, Llc.
N/A—299,841-299,841-100%$6.3M———
UBS Asset Management Americas LLC
N/A—293,979-293,979-100%$7.0M———
BNP Paribas Financial Markets
N/A—283,561-283,561-100%$6.7M———
Bank of America Corp
N/A—283,405-283,405-100%$6.7M———
WealthCollab, LLC
N/A—262,197-262,197-100%$6.2M———
UBS Group AG
N/A—253,725-253,725-100%$6.0M———
Texas Yale Capital Corp.
N/A—240,795-240,795-100%$5.7M———
Pure Financial Advisors, LLC
N/A—221,578-221,578-100%$5.2M———
Good Steward Wealth Advisors,LLC
N/A—217,166-217,166-100%$5.1M———
Smith, Moore & Co.
N/A—210,944-210,944-100%$5.0M———
Baird Financial Group, Inc.
N/A—209,614-209,614-100%$5.0M———
HighTower Advisors, LLC
N/A—209,295-209,295-100%$5.0M———
Almitas Capital LLC
N/A—198,600-198,600-100%$4.7M———
Cetera Investment Advisers
N/A—191,167-191,167-100%$4.5M———
Quadrature Capital Ltd
N/A—186,362-186,362-100%$4.4M———
Raymond James Financial Inc
N/A—170,239-170,239-100%$4.0M———
Tower Research Capital LLC (TRC)
N/A—158,756-158,756-100%$3.8M———
Flatrock Wealth Partners LLC
N/A—157,233-157,233-100%$3.7M———
Clearstead Advisors, LLC
N/A—150,303-150,303-100%$3.6M———
LifePlan Investment Advisors, Inc.
N/A—149,269-149,269-100%$3.5M———
Mercer Global Advisors Inc
N/A—136,340-136,340-100%$3.2M———
CIBC Bancorp USA Inc.
N/A—129,902-129,902-100%$3.1M———
JMG Financial Group, Ltd.
N/A—125,419-125,419-100%$3.0M———
Renaissance Technologies LLC
N/A—124,900-124,900-100%$3.0M———
Ballast Advisors LLC
N/A—124,138-124,138-100%$2.9M———
Glassy Mountain Advisors, Inc.
N/A—121,698-121,698-100%$2.9M———
Orion Porfolio Solutions, LLC
N/A—119,745-119,745-100%$2.8M———
Brand Asset Management Group, Inc.
N/A—115,591-115,591-100%$2.7M———
Alaska Wealth Advisors, LLC
N/A—107,660-107,660-100%$2.5M———
Madden Advisory Services, Inc.
N/A—107,454-107,454-100%$2.5M———
Koss-Olinger Consulting, LLC
N/A—106,854-106,854-100%$2.5M———
HRT Financial LP
N/A—103,340-103,340-100%$2.4M———
Brio Consultants, LLC
N/A—102,848-102,848-100%$2.4M———
Summit Financial, LLC
N/A—102,335-102,335-100%$2.4M———
Hexagon Capital Partners LLC
N/A—101,837-101,837-100%$2.4M———
Gotham Asset Management, LLC
N/A—99,058-99,058-100%$2.3M———
MML Investors Services, LLC
N/A—92,041-92,041-100%$2.2M———
Geneos Wealth Management Inc.
N/A—89,581-89,581-100%$2.1M———
EP Wealth Advisors, LLC
N/A—84,514-84,514-100%$2.0M———
JPMorgan Chase & Co
N/A—81,863-81,863-100%$2.0M———
Cascade Financial Partners, LLC
N/A—78,649-78,649-100%$1.9M———
Stifel Financial Corp
N/A—78,212-78,212-100%$1.9M———
Atlas Capital Advisors Inc.
N/A—74,771-74,771-100%$1.8M———
MAI Capital Management
N/A—72,486-72,486-100%$1.7M———
Bleakley Financial Group, LLC
N/A—70,114-70,114-100%$1.7M———
HHM Wealth Advisors, LLC
N/A—69,932-69,932-100%$1.7M———
SGL Investment Advisors, Inc.
N/A—68,583-68,583-100%$1.6M———
Royal Bank of Canada
N/A—65,757-65,757-100%$1.6M———
Trillium Asset Management, LLC
N/A—63,978-63,978-100%$1.5M———
Comprehensive Money Management Services LLC
N/A—63,479-63,479-100%$1.5M———
Fairview Capital Investment Management, LLC
N/A—62,254-62,254-100%$1.5M———
Savant Capital, LLC
N/A—61,563-61,563-100%$1.4M———
Valmark Advisers, Inc.
N/A—58,819-58,819-100%$1.4M———
Empower Advisory Group, LLC
N/A—58,330-58,330-100%$1.4M———
Cresset Asset Management, LLC
N/A—57,938-57,938-100%$1.4M———
CreativeOne Wealth, LLC
N/A—56,882-56,882-100%$1.3M———
Private Advisory Group LLC
N/A—53,792-53,792-100%$1.3M———
Alesco Advisors, LLC, An ESL Co
N/A—52,282-52,282-100%$1.2M———
Peloton Wealth Strategists
N/A—50,773-50,773-100%$1.2M———
NewEdge Advisors, LLC
N/A—50,346-50,346-100%$1.2M———
Quantinno Capital Management LP
N/A—44,173-44,173-100%$1.0M———
Private Advisor Group, LLC
N/A—43,817-43,817-100%$1.0M———
Rockbridge Investment Management, LCC
N/A—43,791-43,791-100%$1.0M———
Captrust Financial Advisors
N/A—39,812-39,812-100%$942.8K———
Northern Trust Corp
N/A—38,019-38,019-100%$900.3K———
Envestnet Portfolio Solutions, Inc.
N/A—36,671-36,671-100%$868.4K———
Kingsview Wealth Management, LLC
N/A—34,142-34,142-100%$808.5K———
Focus Partners Advisor Solutions, LLC
N/A—33,287-33,287-100%$788.2K———
Banque Cantonale Vaudoise
N/A—32,967-32,967-100%$781.0K———
IF Advisors, LLC
N/A—32,945-32,945-100%$780.1K———
Roble, Belko & Company, Inc
N/A—32,499-32,499-100%$770.0K———
Money Concepts Capital Corp
N/A—32,016-32,016-100%$758.1K———
Integrated Wealth Concepts LLC
N/A—31,605-31,605-100%$748.4K———
Natixis Advisors, LLC
N/A—31,402-31,402-100%$743.0K———
Trivium Point Advisory, LLC
N/A—29,520-29,520-100%$699.0K———
Range Advisory, LLC
N/A—29,353-29,353-100%$695.1K———
Roundview Capital LLC
N/A—28,755-28,755-100%$680.9K———
Nuveen, LLC
N/A—28,307-28,307-100%$670.3K———
Fort Point Capital Partners LLC
N/A—27,944-27,944-100%$661.7K———
Medallion Wealth Advisors, LLC
N/A—27,902-27,902-100%$664.4K———
Rothschild Wealth LLC
N/A—26,616-26,616-100%$630.3K———
AQR Capital Management LLC
N/A—26,513-26,513-100%$627.8K———
OneDigital Investment Advisors LLC
N/A—25,946-25,946-100%$614.4K———
Interactive Financial Advisors, Inc.
N/A—24,780-24,780-100%$550.6K———
Tradition Wealth Management, LLC
N/A—23,210-23,210-100%$549.6K———
Qube Research & Technologies Ltd
N/A—22,864-22,864-100%$541.4K———
Commerce Bank
N/A—22,798-22,798-100%$539.9K———
Menora Mivtachim Holdings Ltd.
N/A—22,500-22,500-100%$532.8K———
Aegis Wealth Management LLC
N/A—21,038-21,038-100%$498.2K———
SEI Investments Co
N/A—20,653-20,653-100%$489.0K———
Nwam LLC
N/A—20,343-20,343-100%$481.7K———
JTC Employer Solutions Trustee Ltd
N/A—19,850-19,850-100%$470.0K———
GTS Securities LLC
N/A—19,496-19,496-100%$461.7K———
Cordant, Inc.
N/A—18,960-18,960-100%$449.0K———
Waterloo Capital, L.P.
N/A—18,559-18,559-100%$439.5K———
Rialto Wealth Management, LLC
N/A—18,420-18,420-100%$436.2K———
Maripau Wealth Management LLC
N/A—17,814-17,814-100%$421.8K———
Jacobs Equity LLC
N/A—17,756-17,756-100%$420.5K———
Savvy Advisors, Inc.
N/A—17,580-17,580-100%$416.3K———
Poinciana Advisors Group, LLC
N/A—17,503-17,503-100%$414.5K———
HBK Sorce Advisory LLC
N/A—17,331-17,331-100%$419.6K———
Goldman Sachs Group Inc
N/A—17,232-17,232-100%$408.1K———
Laraway Financial Advisors Inc
N/A—16,641-16,641-100%$394.1K———
OneAscent Financial Services LLC
N/A—16,424-16,424-100%$388.9K———
Phocas Financial Corp.
N/A—16,411-16,411-100%$388.6K———
Ariadne Wealth Management, LP
N/A—16,239-16,239-100%$384.5K———
VSM Wealth Advisory, LLC
N/A—15,914-15,914-100%$376.8K———
Allworth Financial LP
N/A—15,788-15,788-100%$373.9K———
Sanctuary Advisors, LLC
N/A—15,760-15,760-100%$373.2K———
Merit Financial Group, LLC
N/A—15,579-15,579-100%$368.9K———
Cahill Financial Advisors Inc
N/A—15,571-15,571-100%$368.7K———
Western Wealth Management, LLC
N/A—15,184-15,184-100%$359.6K———
Prepared Retirement Institute LLC
N/A—14,664-14,664-100%$347.2K———
Composition Wealth, LLC
N/A—14,033-14,033-100%$332.3K———
Orographic Financial Advisors, LLC
N/A—14,000-14,000-100%$333.0K———
Invst, LLC
N/A—13,938-13,938-100%$330.1K———
UMB Bank, n.a.
N/A—13,505-13,505-100%$319.8K———
Harbour Investments, Inc.
N/A—13,371-13,371-100%$316.6K———
Dorsey & Whitney Trust Co LLC
N/A—12,868-12,868-100%$304.7K———
Point72 Asset Management, L.P.
N/A—12,603-12,603-100%$298.4K———
Pathstone Holdings, LLC
N/A—12,377-12,377-100%$293.1K———
Synergy Financial Group, LTD
N/A—12,179-12,179-100%$288.4K———
WCG Wealth Advisors LLC
N/A—11,681-11,681-100%$276.6K———
One Charles Private Wealth Services, LLC
N/A—11,409-11,409-100%$270.2K———
Mason Investment Advisory Services, Inc.
N/A—11,165-11,165-100%$264.4K———
Two Sigma Securities, LLC
N/A—10,505-10,505-100%$248.8K———
Ausdal Financial Partners, Inc.
N/A—10,004-10,004-100%$236.9K———
Palisades Hudson Asset Management, L.P.
N/A—10,001-10,001-100%$237.0K———
First Western Trust Bank
N/A—9,860-9,860-100%$233.5K———
First National Bank of Omaha
N/A—9,824-9,824-100%$232.6K———
Sequoia Financial Advisors, LLC
N/A—9,775-9,775-100%$231.5K———
Godfrey Financial Associates, Inc.
N/A—9,767-9,767-100%$240.1K———
AE Wealth Management LLC
N/A—9,604-9,604-100%$227.4K———
Private Wealth Asset Management, LLC
N/A—9,560-9,560-100%$226.4K———
Paladin Advisory Group, LLC
N/A—9,550-9,550-100%$226.1K———
IMA Advisory Services, Inc.
N/A—9,505-9,505-100%$225.1K———
IFG Advisory, LLC
N/A—9,349-9,349-100%$221.4K———
Cornerstone Advisors Asset Management, LLC
N/A—9,218-9,218-100%$218.3K———
Nicolet Bankshares Inc
N/A—8,910-8,910-100%$211.0K———
QRG Capital Management, Inc.
N/A—8,903-8,903-100%$210.8K———
Johnson Investment Counsel Inc
N/A—8,862-8,862-100%$209.8K———
XTX Topco Ltd
N/A—8,825-8,825-100%$209.0K———
Red Door Wealth Management, LLC
N/A—8,757-8,757-100%$207.4K———
Ketron Financial
N/A—8,675-8,675-100%$205.4K———
Strategic Financial Services, Inc.
N/A—8,650-8,650-100%$204.8K———
O'shaughnessy Asset Management, LLC
N/A—8,366-8,366-100%$198.1K———
Aptus Capital Advisors, LLC
N/A—7,353-7,353-100%$174.1K———
Capital Analysts, LLC
N/A—6,274-6,274-100%$149.0K———
JDM Financial Group LLC
N/A—6,252-6,252-100%$148.0K———
LGT Financial Advisors LLC
N/A—6,109-6,109-100%$144.7K———
MidFirst Bank
N/A—5,607-5,607-100%$132.8K———
Steward Partners Investment Advisory, LLC
N/A—5,283-5,283-100%$125.1K———
Vanguard National Trust Co
N/A—5,187-5,187-100%$122.8K———
BOK Financial Private Wealth, Inc.
N/A—4,970-4,970-100%$117.7K———
Bartlett & Co. Wealth Management LLC
N/A—4,619-4,619-100%$109.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—4,406-4,406-100%$104.3K———
Glenmede Trust Co NA
N/A—4,193-4,193-100%$99.3K———
Huntington National Bank
N/A—4,009-4,009-100%$94.9K———
Global Retirement Partners, LLC
N/A—3,477-3,477-100%$82.3K———
Arax Advisory Partners
N/A—3,337-3,337-100%$79.0K———
Front Row Advisors LLC
N/A—3,307-3,307-100%$77.9K———
Russell Investments Group, Ltd.
N/A—2,947-2,947-100%$69.8K———
Meramec Financial Planners, LLC
N/A—2,562-2,562-100%$63.4K———
Atlantic Union Bankshares Corp
N/A—2,063-2,063-100%$48.9K———
CVA Family Office, LLC
N/A—1,978-1,978-100%$46.8K———
Ancora Advisors LLCA
N/A—1,921-1,921-100%$45.5K———
Institute for Wealth Management, Llc.
N/A—1,900-1,900-100%$45.0K———
Blair William & Co
N/A—1,841-1,841-100%$43.6K———
Bank of Montreal
N/A—1,826-1,826-100%$43.2K———
Morris Financial Concepts, Inc.
N/A—1,559-1,559-100%$36.9K———
EFG International AG
N/A—1,500-1,500-100%$35.5K———
Chesapeake Asset Management LLC
N/A—1,467-1,467-100%$34.7K———
Crewe Advisors LLC
N/A—1,402-1,402-100%$33.2K———
Topsail Wealth Management, LLC
N/A—1,140-1,140-100%$27.0K———
Quent Capital, LLC
N/A—1,121-1,121-100%$26.5K———
SHP Wealth Management
N/A—1,118-1,118-100%$26.5K———
Horizon Investments, LLC
N/A—940-940-100%$22.3K———
Security National Bank of SO DAK
N/A—825-825-100%$19.5K———
Brown Brothers Harriman & Co
N/A—708-708-100%$16.8K———
Howe & Rusling Inc
N/A—705-705-100%$16.7K———
Tidemark, LLC
N/A—623-623-100%$14.8K———
FAS Wealth Partners, Inc.
N/A—590-590-100%$14.0K———
Smartleaf Asset Management LLC
N/A—582-582-100%$14.1K———
SOA Wealth Advisors, Llc.
N/A—557-557-100%$13.2K———
Strategic Investment Solutions, Inc.
N/A—537-537-100%$12.7K———
Aventura Private Wealth, LLC
N/A—524-524-100%$12.4K———
Darwin Wealth Management, LLC
N/A—503-503-100%$11.9K———
Continuum Advisory, LLC
N/A—473-473-100%$11.2K———
Mcguire Capital Advisors Inc
N/A—460-460-100%$10.9K———
Steigerwald, Gordon & Koch Inc.
N/A—446-446-100%$10.6K———
Bellevue Asset Management, LLC
N/A—428-428-100%$10.1K———
Strategic Wealth Partners, Ltd.
N/A—340-340-100%$8.1K———
Smithfield Trust Co
N/A—312-312-100%$7———
Delta Asset Management LLC
N/A—296-296-100%$7.0K———
Addison Advisors LLC
N/A—296-296-100%$7.0K———
HM Payson & Co
N/A—289-289-100%$6.9K———
Motco
N/A—283-283-100%$6.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—280-280-100%$6.6K———
Prestige Wealth Management Group LLC
N/A—259-259-100%$6.1K———
Kerr Financial Planning Corp
N/A—217-217-100%$5.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—196-196-100%$4.6K———
Bogart Wealth, LLC
N/A—190-190-100%$4.5K———
Integrity Financial Corp
N/A—182-182-100%$4.3K———
VAN DEN Berg Management I, Inc
N/A—172-172-100%$4.1K———
Atomic Invest LLC
N/A—150-150-100%$3.6K———
Johnson Financial Group, Inc.
N/A—122-122-100%$2.9K———
Caldwell Sutter Capital, Inc.
N/A—120-120-100%$2.8K———
RED Reef Advisors LLC
N/A—118-118-100%$2.8K———
Investment Counsel Co of Nevada
N/A—113-113-100%$2.7K———
Basecamp Wealth Advisors LLC
N/A—112-112-100%$2.7K———
Beaird Harris Wealth Management, LLC
N/A—102-102-100%$2.4K———
BFC Planning, Inc.
N/A—76-76-100%$1.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—76-76-100%$1.8K———
Bessemer Group Inc
N/A—68-68-100%$2———
1 North Wealth Services LLC
N/A—63-63-100%$1.5K———
Ameriflex Group, Inc.
N/A—63-63-100%$1.5K———
Prosperity Bancshares Inc
N/A—62-62-100%$1.5K———
Greykasell Wealth Strategies, Inc.
N/A—61-61-100%$1.4K———
Community Bank, N.A.
N/A—59-59-100%$1.4K———
Game Plan Financial Advisors, LLC
N/A—49-49-100%$1.2K———
Federation des caisses Desjardins du Quebec
N/A—49-49-100%$1.2K———
Swan Capital LLC
N/A—35-35-100%$829———
Ameritas Investment Partners, Inc.
N/A—33-33-100%$787———
Dunhill Financial, LLC
N/A—26-26-100%$615———
Sachetta, LLC
N/A—23-23-100%$545———
Frazier Financial Advisors, LLC
N/A—16-16-100%$388———
Basepoint Wealth LLC
N/A—14-14-100%$334———
Graney & King, LLC
N/A—14-14-100%$330———
GW&K Investment Management, LLC
N/A—6-6-100%$0———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2-2-100%$47———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$28———
Cambient Family Office, LLC
N/A—1-1-100%$15———
Vestwell Advisors, LLC
N/A—00—$5———
Showing 642 of 642 institutions