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Schwab Intermediate-Term US (SCHR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Exchange Traded Concepts, LLC
INCREASED
Shares5,059,782 from 4,862,662
Change+197,120 (+4%)
Value$119.9M (+$3.6K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares4,629,738 from 119,389
Change+4,510,349 (+3778%)
Value$109.7M (+$106.8M)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares4,430,741 from 4,074,314
Change+356,427 (+9%)
Value$105.0M (+$4.5M)
Filed 2026-10-15
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares4,279,824 from 4,120,062
Change+159,762 (+4%)
Value$101.4M (-$168.9K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares3,977,792 from 3,926,926
Change+50,866 (+1%)
Value$94.3M (-$2.6M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,329,160 from 3,049,531
Change+279,629 (+9%)
Value$79.0M (+$4.3M)
Filed 2026-10-13
Crane Advisory, LLC
DECREASED
Shares2,813,141 from 2,844,705
Change-31,564 (-1%)
Value$66.5M (-$3.3M)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,528,415 from 2,450,348
Change+78,067 (+3%)
Value$59.9M (-$502.1K)
Filed 2026-10-08
Clearstead Advisors, LLC
INCREASED
Shares2,102,289 from 2,077,660
Change+24,629 (+1%)
Value$49.8M (-$1.4M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares1,878,992 from 1,637,058
Change+241,934 (+15%)
Value$44.5M (+$4.2M)
Filed 2026-10-14
Resonant Capital Advisors, LLC
DECREASED
Shares1,783,860 from 2,700,741
Change-916,881 (-34%)
Value$42.3M (-$24.3M)
Filed 2026-10-15
High Probability Advisors, LLC
INCREASED
Shares1,713,565 from 1,574,348
Change+139,217 (+9%)
Value$40.6M (+$1.8M)
Filed 2026-10-19
Beacon Wealthcare LLC
INCREASED
Shares1,449,762 from 1,437,622
Change+12,140 (+1%)
Value$34.4M (-$1.1M)
Filed 2026-10-02
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares1,420,787 from 1,397,019
Change+23,768 (+2%)
Value$33.7M (-$777.7K)
Filed 2026-10-29
WestHill Financial Advisors, Inc.
INCREASED
Shares1,388,580 from 1,290,103
Change+98,477 (+8%)
Value$32.9M (+$1.1M)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares1,326,506 from 818,221
Change+508,285 (+62%)
Value$31.4M (+$11.4M)
Filed 2026-11-06
Pacific Sage Partners, LLC
DECREASED
Shares1,277,551 from 3,835,408
Change-2,557,857 (-67%)
Value$30.3M (-$64.3M)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares1,224,924 from 1,232,504
Change-7,580 (-1%)
Value$29.0M (-$1.4M)
Filed 2026-10-28
Your Advocates Ltd., LLP
INCREASED
Shares1,112,558 from 1,059,412
Change+53,146 (+5%)
Value$26.4M (+$242.5K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,103,037 from 1,113,660
Change-10,623 (-1%)
Value$26.1M (-$1.3M)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares879,724 from 859,244
Change+20,480 (+2%)
Value$21.7M (+$505.0K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares840,645 from 647,199
Change+193,446 (+30%)
Value$19.9M (+$4.0M)
Filed 2026-10-20
Downshift Financial, LLC
INCREASED
Shares829,751 from 726,438
Change+103,313 (+14%)
Value$19.7M (+$1.8M)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares787,395 from 641,573
Change+145,822 (+23%)
Value$18.7M (+$2.8M)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
INCREASED
Shares781,573 from 762,960
Change+18,613 (+2%)
Value$18.5M (-$291.3K)
Filed 2026-10-23
SWS Partners
INCREASED
Shares776,028 from 736,384
Change+39,644 (+5%)
Value$18.4M (+$232.6K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares684,658 from 789,075
Change-104,417 (-13%)
Value$16.2M (-$3.2M)
Filed 2026-11-02
Walker Financial Services, Inc.
INCREASED
Shares665,690 from 597,458
Change+68,232 (+11%)
Value$15.8M (+$1.0M)
Filed 2026-10-26
Altiora Financial Group, LLC
DECREASED
Shares655,081 from 687,514
Change-32,433 (-5%)
Value$15.5M (-$1.4M)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares612,269 from 435,160
Change+177,109 (+41%)
Value$14.6M (+$4.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares612,269 from 435,160
Change+177,109 (+41%)
Value$14.6M (+$4.0M)
Filed 2026-10-20
Clarity Wealth Development LLC
INCREASED
Shares578,540 from 502,374
Change+76,166 (+15%)
Value$13.7M (+$1.3M)
Filed 2026-10-22
Foundation Wealth Management, Llc\pa
INCREASED
Shares557,833 from 484,135
Change+73,698 (+15%)
Value$13.2M (+$1.3M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares528,390 from 506,242
Change+22,148 (+4%)
Value$12.5M (+$38.9K)
Filed 2026-11-02
Advocate Group LLC
INCREASED
Shares527,470 from 474,914
Change+52,556 (+11%)
Value$12.5M (+$789.7K)
Filed 2026-10-19
Fiduciary Alliance LLC
INCREASED
Shares522,570 from 510,479
Change+12,091 (+2%)
Value$12.4M (-$203.5K)
Filed 2026-10-13
Holcombe Financial, Inc.
INCREASED
Shares513,545 from 506,177
Change+7,368 (+1%)
Value$12.2M (-$311.3K)
Filed 2026-10-16
Kelly Financial Services LLC
DECREASED
Shares501,510 from 527,022
Change-25,512 (-5%)
Value$11.9M (-$1.1M)
Filed 2026-10-20
Oakwell Private Wealth Management, LLC
INCREASED
Shares494,988 from 441,905
Change+53,083 (+12%)
Value$11.7M (+$833.8K)
Filed 2026-11-06
White Pine Investment Co
INCREASED
Shares484,783 from 474,217
Change+10,566 (+2%)
Value$11.5K (-$11.7M)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares459,336 from 419,809
Change+39,527 (+9%)
Value$10.9M (+$533.8K)
Filed 2026-10-29
Attessa Capital LLC
INCREASED
Shares452,044 from 450,916
Change+1,128 (+0%)
Value$10.7M (-$406.1K)
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED
Shares446,009 from 450,208
Change-4,199 (-1%)
Value$10.6M (-$531.5K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares426,377 from 329,251
Change+97,126 (+30%)
Value$10.3M (+$2.2M)
Filed 2026-11-05
Sierra Ocean, LLC
NEW
Shares419,101
Change+419,101
Value$9.9M
Filed 2026-11-03
Darrow Company, Inc.
INCREASED
Shares406,321 from 384,310
Change+22,011 (+6%)
Value$9.6M (+$151.8K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares390,795 from 426,837
Change-36,042 (-8%)
Value$9.3K (-$10.5M)
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
INCREASED
Shares385,864 from 169,040
Change+216,824 (+128%)
Value$9.1M (+$5.0M)
Filed 2026-10-29
L.K. Benson & Company, P.C.
INCREASED
Shares375,185 from 293,466
Change+81,719 (+28%)
Value$8.9M (+$1.7M)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares370,987 from 272,221
Change+98,766 (+36%)
Value$8.8M (+$2.1M)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares369,279 from 395,554
Change-26,275 (-7%)
Value$8.8M (-$1.0M)
Filed 2026-11-02
Evermay Wealth Management LLC
INCREASED
Shares345,566 from 63,377
Change+282,189 (+445%)
Value$8.2M (+$6.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares341,528 from 344,360
Change-2,832 (-1%)
Value$8.1K (-$8.5M)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
DECREASED
Shares329,446 from 334,196
Change-4,750 (-1%)
Value$7.8M (-$433.4K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares328,898 from 371,692
Change-42,794 (-12%)
Value$7.8K (-$9.2M)
Filed 2026-11-05
Valmark Advisers, Inc.
DECREASED
Shares324,894 from 338,161
Change-13,267 (-4%)
Value$7.7M (-$639.1K)
Filed 2026-11-06
Peak Wealth Management LLC
NEW
Shares313,607
Change+313,607
Value$7.5M
Filed 2026-10-26
Sentinel Pension Advisors, LLC
DECREASED
Shares309,452 from 323,780
Change-14,328 (-4%)
Value$7.3M (-$614.8K)
Filed 2026-11-02
A4 Wealth Advisors LLC
INCREASED
Shares302,152 from 273,845
Change+28,307 (+10%)
Value$7.2M (+$408.0K)
Filed 2026-10-20
Sima Wealth Partners, LLC
INCREASED
Shares297,869 from 280,499
Change+17,370 (+6%)
Value$7.1M (+$142.4K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares291,263 from 252,944
Change+38,319 (+15%)
Value$6.9M (+$665.3K)
Filed 2026-11-02
Farrow Financial, Inc.
INCREASED
Shares253,317 from 216,288
Change+37,029 (+17%)
Value$6.0M (+$670.0K)
Filed 2026-10-30
RCS Financial Planning, LLC
NEW
Shares252,914
Change+252,914
Value$6.0M
Filed 2026-10-14
Myecfo, LLC
DECREASED
Shares250,820 from 253,261
Change-2,441 (-1%)
Value$5.9M (-$301.0K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
INCREASED
Shares247,616 from 225,147
Change+22,469 (+10%)
Value$5.9M (+$316.4K)
Filed 2026-10-27
Refined Wealth Management
INCREASED
Shares244,580 from 233,476
Change+11,104 (+5%)
Value$5.8M (+$39.0K)
Filed 2026-10-13
Cooke Wealth Management, LLC
DECREASED
Shares242,528 from 269,027
Change-26,499 (-10%)
Value$5.7M (-$886.3K)
Filed 2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares223,192 from 218,102
Change+5,090 (+2%)
Value$5.3M (-$88.7K)
Filed 2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED
Shares221,082 from 230,818
Change-9,736 (-4%)
Value$5.2M (-$452.3K)
Filed 2026-10-28
Catalyst Investment Management LLC
NEW
Shares201,102
Change+201,102
Value$4.8M
Filed 2026-10-21
EPG Wealth Management LLC
NEW
Shares194,508
Change+194,508
Value$4.6M
Filed 2026-11-03
Inman Jager Wealth Management, LLC
INCREASED
Shares193,877 from 158,148
Change+35,729 (+23%)
Value$4.6M (+$695.0K)
Filed 2026-11-05
Fermata Advisors, LLC
INCREASED
Shares186,303 from 125,125
Change+61,178 (+49%)
Value$4.4M (+$1.3M)
Filed 2026-10-13
SYM Financial Corp
INCREASED
Shares177,266 from 176,450
Change+816 (+0%)
Value$4.2M (-$150.0K)
Filed 2026-10-26
Kelly Financial Group LLC
INCREASED
Shares173,353 from 118,832
Change+54,521 (+46%)
Value$4.1M (+$1.2M)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares172,745 from 161,338
Change+11,407 (+7%)
Value$4.1M (+$115.5K)
Filed 2026-11-02
Code Waechter LLC
INCREASED
Shares169,428 from 162,866
Change+6,562 (+4%)
Value$4.0M (-$835)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
NEW
Shares167,454
Change+167,454
Value$4.0M
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares167,370 from 121,952
Change+45,418 (+37%)
Value$4.0M (+$959.3K)
Filed 2026-11-04
WBH Advisory Inc
INCREASED
Shares160,771 from 145,877
Change+14,894 (+10%)
Value$3.8M (+$212.9K)
Filed 2026-11-05
Keystone Global Partners, LLC
DECREASED
Shares160,723 from 236,424
Change-75,701 (-32%)
Value$3.8M (-$2.0M)
Filed 2026-10-13
Upper Left Wealth Management, LLC
DECREASED
Shares159,588 from 190,807
Change-31,219 (-16%)
Value$3.8M (-$923.1K)
Filed 2026-10-14
Mendota Financial Group, LLC
INCREASED
Shares159,275 from 115,172
Change+44,103 (+38%)
Value$3.8M (+$934.7K)
Filed 2026-10-07
Bulwark Capital Corp
DECREASED
Shares158,018 from 360,679
Change-202,661 (-56%)
Value$3.7M (-$5.1M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares157,940 from 151,499
Change+6,441 (+4%)
Value$3.7M (+$7.2K)
Filed 2026-11-04
North Forty Two & Co.
DECREASED
Shares157,752 from 166,172
Change-8,420 (-5%)
Value$3.7M (-$359.1K)
Filed 2026-10-19
Salem Investment Counselors Inc
INCREASED
Shares153,290 from 148,507
Change+4,783 (+3%)
Value$3.6M (-$29.2K)
Filed 2026-10-13
Sellwood Investment Partners LLC
INCREASED
Shares152,228 from 148,267
Change+3,961 (+3%)
Value$3.6M (-$48.5K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
DECREASED
Shares151,745 from 173,179
Change-21,434 (-12%)
Value$3.6M (-$674.2K)
Filed 2026-11-03
Meitav Investment House LTD
INCREASED
Shares151,364 from 130,790
Change+20,574 (+16%)
Value$3.6M (+$357.6K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares149,453 from 165,686
Change-16,233 (-10%)
Value$3.5M (-$543.8K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares132,012 from 202,551
Change-70,539 (-35%)
Value$3.1M (-$1.9M)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares130,569 from 128,838
Change+1,731 (+1%)
Value$3.1M (-$82.7K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares129,112
Change+129,112
Value$3.1M
Filed 2026-10-14
WT Wealth Management
DECREASED
Shares125,686 from 208,643
Change-82,957 (-40%)
Value$3.0M (-$2.2M)
Filed 2026-10-13
Williams Financial, LLC
INCREASED
Shares125,009 from 121,041
Change+3,968 (+3%)
Value$3.0M (-$22.2K)
Filed 2026-10-19
Pflug Koory, LLC
INCREASED
Shares114,691 from 113,892
Change+799 (+1%)
Value$2.7M (-$90.4K)
Filed 2026-10-26
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares112,870 from 130,560
Change-17,690 (-14%)
Value$2.7M (-$544.6K)
Filed 2026-10-19
Hendershot Investments Inc.
DECREASED
Shares111,033 from 111,589
Change-556 (0%)
Value$2.6M (-$120.3K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares109,257 from 99,956
Change+9,301 (+9%)
Value$2.6M (+$124.5K)
Filed 2026-10-26
Tran Capital Management, L.P.
DECREASED
Shares109,093 from 109,300
Change-207 (0%)
Value$2.6M (-$109.8K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares106,162 from 101,040
Change+5,122 (+5%)
Value$2.5M (+$24.4K)
Filed 2026-11-06
Johnson Financial Group, LLC
DECREASED
Shares105,611 from 108,430
Change-2,819 (-3%)
Value$2.5M (-$170.9K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
DECREASED
Shares104,625 from 380,346
Change-275,721 (-72%)
Value$2.5M (-$6.9M)
Filed 2026-10-19
GenWealth Group, Inc.
INCREASED
Shares101,973 from 101,498
Change+475 (+0%)
Value$2.4M (-$86.2K)
Filed 2026-10-16
Barden Capital Management, Inc.
INCREASED
Shares100,625 from 97,034
Change+3,591 (+4%)
Value$2.4M (-$8.0K)
Filed 2026-10-09
MilWealth Group LLC
INCREASED
Shares96,791 from 77,302
Change+19,489 (+25%)
Value$2.3M (+$387.7K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares94,427 from 89,774
Change+4,653 (+5%)
Value$2.2M (+$24.1K)
Filed 2026-10-15
WealthCare Investment Partners, LLC
DECREASED
Shares90,196 from 109,091
Change-18,895 (-17%)
Value$2.1M (-$552.6K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares89,311 from 91,879
Change-2,568 (-3%)
Value$2.1M (-$149.1K)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares87,099 from 61,106
Change+25,993 (+43%)
Value$2.1M (+$557.4K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares86,352 from 83,846
Change+2,506 (+3%)
Value$2.0M (-$21.1K)
Filed 2026-11-05
Tortoise Investment Management, LLC
DECREASED
Shares86,223 from 95,958
Change-9,735 (-10%)
Value$2.0M (-$322.8K)
Filed 2026-11-06
Hartline Investment Corp/
UNCHANGED
Shares79,700 from 79,700
Change0 (0%)
Value$1.9M (-$76.5K)
Filed 2026-10-29
Nova R Wealth, Inc.
DECREASED
Shares79,103 from 80,003
Change-900 (-1%)
Value$1.9M (-$98.1K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares76,136 from 71,320
Change+4,816 (+7%)
Value$1.8M (+$45.7K)
Filed 2026-10-16
Stableford Capital II LLC
UNCHANGED
Shares74,848 from 74,848
Change0 (0%)
Value$1.8M (-$71.9K)
Filed 2026-10-09
Successful Portfolios LLC
INCREASED
Shares71,369 from 70,741
Change+628 (+1%)
Value$1.7M (-$46.2K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares68,650 from 64,652
Change+3,998 (+6%)
Value$1.6M (+$32.7K)
Filed 2026-10-21
MFG Wealth Management, Inc.
INCREASED
Shares65,606 from 62,481
Change+3,125 (+5%)
Value$1.6M (+$14.1K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares64,887 from 69,072
Change-4,185 (-6%)
Value$1.5M (-$165.5K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares60,660 from 38,152
Change+22,508 (+59%)
Value$1.4M (+$496.8K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares58,453 from 61,871
Change-3,418 (-6%)
Value$1.4M (-$140.4K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares57,990 from 54,921
Change+3,069 (+6%)
Value$1.4M (+$20.0K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares57,808 from 11,814
Change+45,994 (+389%)
Value$1.4M (+$1.1M)
Filed 2026-11-03
Kaizen Financial Strategies
DECREASED
Shares56,319 from 78,995
Change-22,676 (-29%)
Value$1.3M (-$604.6K)
Filed 2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED
Shares55,483 from 35,973
Change+19,510 (+54%)
Value$1.3M (+$427.9K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares54,839 from 45,638
Change+9,201 (+20%)
Value$1.3M (+$174.3K)
Filed 2026-11-06
True Link Financial Advisors, LLC
INCREASED
Shares54,284 from 53,016
Change+1,268 (+2%)
Value$1.3M (-$20.8K)
Filed 2026-10-27
Eagle Strategies LLC
INCREASED
Shares53,930 from 50,437
Change+3,493 (+7%)
Value$1.3M (+$34.4K)
Filed 2026-10-16
Comprehensive Wealth Management, LLC
INCREASED
Shares52,785 from 52,454
Change+331 (+1%)
Value$1.3M (-$42.5K)
Filed 2026-11-02
Essential Partners LLC
DECREASED
Shares51,656 from 51,782
Change-126 (0%)
Value$1.2M (-$52.7K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares51,059 from 44,915
Change+6,144 (+14%)
Value$1.2M (+$102.5K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares50,508 from 37,754
Change+12,754 (+34%)
Value$1.2M (+$266.0K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares47,715 from 27,119
Change+20,596 (+76%)
Value$1.1M (+$462.1K)
Filed 2026-10-22
Waycross Investment Management Co
UNCHANGED
Shares45,646 from 45,646
Change0 (0%)
Value$1.1M (-$43.8K)
Filed 2026-10-14
Simplicity Wealth,LLC
DECREASED
Shares45,027 from 120,056
Change-75,029 (-62%)
Value$1.1M (-$1.9M)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares43,427 from 50,710
Change-7,283 (-14%)
Value$1.0M (-$221.3K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares42,586 from 35,357
Change+7,229 (+20%)
Value$1.0M (+$137.4K)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares41,999 from 44,300
Change-2,301 (-5%)
Value$995.4K (-$97.1K)
Filed 2026-10-21
Brucke Financial, Inc.
INCREASED
Shares41,433 from 41,218
Change+215 (+1%)
Value$982.0K (-$34.5K)
Filed 2026-10-23
Trust Point Inc.
INCREASED
Shares41,200 from 39,406
Change+1,794 (+5%)
Value$976.4K (+$4.7K)
Filed 2026-10-27
RCW Management, LLC
INCREASED
Shares41,111 from 40,282
Change+829 (+2%)
Value$974.3K (-$19.0K)
Filed 2026-10-30
Unify Financial Advisors
DECREASED
Shares41,009 from 41,471
Change-462 (-1%)
Value$971.9K (-$50.8K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares40,315 from 46,897
Change-6,582 (-14%)
Value$955.5K (-$201.0K)
Filed 2026-10-29
Diligent Investors, LLC
INCREASED
Shares39,600 from 39,468
Change+132 (+0%)
Value$938.5K (-$34.7K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares38,064 from 35,557
Change+2,507 (+7%)
Value$902.1K (+$25.3K)
Filed 2026-10-14
1620 Investment Advisors, Inc.
DECREASED
Shares37,928 from 38,040
Change-112 (0%)
Value$898.9K (-$39.2K)
Filed 2026-11-04
McAdam, LLC
DECREASED
Shares37,850 from 54,779
Change-16,929 (-31%)
Value$897.1K (-$453.8K)
Filed 2026-10-21
TradeWell Securities, Llc.
INCREASED
Shares37,386 from 28,365
Change+9,021 (+32%)
Value$886.0K (+$186.6K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares36,811 from 32,312
Change+4,499 (+14%)
Value$872.4K (+$75.6K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares36,371 from 31,878
Change+4,493 (+14%)
Value$862.0K (+$75.9K)
Filed 2026-10-08
Studio Investment Management LLC
DECREASED
Shares33,353 from 56,923
Change-23,570 (-41%)
Value$790.5K (-$613.3K)
Filed 2026-10-22
Equita Financial Network, Inc.
INCREASED
Shares31,394 from 20,256
Change+11,138 (+55%)
Value$744.0K (+$244.5K)
Filed 2026-10-19
Center For Asset Management LLC
NEW
Shares31,042
Change+31,042
Value$735.7K
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares30,805 from 39,943
Change-9,138 (-23%)
Value$730.1K (-$254.9K)
Filed 2026-10-27
Willis Johnson Wealth, Inc.
DECREASED
Shares29,829 from 31,533
Change-1,704 (-5%)
Value$707.0K (-$70.6K)
Filed 2026-11-03
Valpey Financial Services, LLC
INCREASED
Shares27,148 from 16,739
Change+10,409 (+62%)
Value$643.4K (+$230.6K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares26,975 from 10,859
Change+16,116 (+148%)
Value$639.3K (+$371.5K)
Filed 2026-11-05
Integrity Wealth Advisors, Inc.
NEW
Shares26,431
Change+26,431
Value$626.4K
Filed 2026-10-29
Family Investment Center, Inc.
INCREASED
Shares25,251 from 22,848
Change+2,403 (+11%)
Value$598.4K (+$35.0K)
Filed 2026-10-19
Portland Financial Advisors Inc
DECREASED
Shares24,779 from 27,982
Change-3,203 (-11%)
Value$587.3K (-$102.8K)
Filed 2026-10-26
Horizon Financial Services, LLC
DECREASED
Shares24,743 from 29,784
Change-5,041 (-17%)
Value$586.4K (-$148.1K)
Filed 2026-11-04
Quartz Partners, LLC
INCREASED
Shares24,568 from 23,618
Change+950 (+4%)
Value$582.3K (-$158)
Filed 2026-11-03
Founders Financial Securities LLC
NEW
Shares23,618
Change+23,618
Value$559.7K
Filed 2026-10-28
Twele Capital Management, Inc.
INCREASED
Shares23,609 from 23,081
Change+528 (+2%)
Value$559.5K (-$9.6K)
Filed 2026-10-13
eCIO, Inc.
INCREASED
Shares22,388 from 21,336
Change+1,052 (+5%)
Value$530.4K (+$4.2K)
Filed 2026-11-02
Churchill Financial Advisors, LLC
INCREASED
Shares22,382 from 20,931
Change+1,451 (+7%)
Value$530.5K (+$14.3K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares21,243 from 23,013
Change-1,770 (-8%)
Value$503.5K (-$64.0K)
Filed 2026-10-21
Integrated Advisors Network LLC
INCREASED
Shares21,138 from 16,280
Change+4,858 (+30%)
Value$501.0K (+$99.5K)
Filed 2026-10-20
Fagan Associates, Inc.
INCREASED
Shares20,832 from 20,827
Change+5 (+0%)
Value$493.7K (-$19.9K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares20,423 from 16,546
Change+3,877 (+23%)
Value$484.0K (+$76.0K)
Filed 2026-10-16
Kings Path Partners LLC
INCREASED
Shares19,835 from 18,268
Change+1,567 (+9%)
Value$470.1K (+$19.6K)
Filed 2026-10-21
Accelerate Investment Advisors LLC
INCREASED
Shares19,408 from 18,747
Change+661 (+4%)
Value$460.0K (-$2.3K)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares18,692 from 18,692
Change0 (0%)
Value$460.9K ($0)
Filed 2026-10-13
Hardin Capital Partners, LLC
DECREASED
Shares18,296 from 18,706
Change-410 (-2%)
Value$433.6K (-$28.1K)
Filed 2026-10-09
MBE Wealth Management, LLC
DECREASED
Shares17,554 from 18,196
Change-642 (-4%)
Value$416.0K (-$32.7K)
Filed 2026-10-26
Parsons Capital Management Inc
DECREASED
Shares17,341 from 17,617
Change-276 (-2%)
Value$411.0K (-$23.5K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares17,317 from 23,607
Change-6,290 (-27%)
Value$410.4K (-$171.7K)
Filed 2026-10-22
Noble Family Wealth, LLC
INCREASED
Shares17,018 from 15,997
Change+1,021 (+6%)
Value$403.3K (+$8.8K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares16,917 from 15,534
Change+1,383 (+9%)
Value$400.9K (+$17.9K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares16,098 from 11,523
Change+4,575 (+40%)
Value$381.5K (+$97.4K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares15,343
Change+15,343
Value$363.6K
Filed 2026-10-26
Bell Investment Advisors, Inc
INCREASED
Shares15,066 from 14,915
Change+151 (+1%)
Value$357.1K (-$10.8K)
Filed 2026-10-29
Chapin Davis, Inc.
UNCHANGED
Shares14,827 from 14,827
Change0 (0%)
Value$351.4K (-$14.2K)
Filed 2026-10-09
Professional Financial Management, Inc.
INCREASED
Shares14,590 from 14,135
Change+455 (+3%)
Value$345.8K (-$2.8K)
Filed 2026-10-22
XML Financial, LLC
NEW
Shares14,392
Change+14,392
Value$341.1K
Filed 2026-10-29
Rinkey Investments
UNCHANGED
Shares14,251 from 14,251
Change0 (0%)
Value$337.7K (-$13.7K)
Filed 2026-10-28
LongView Wealth Management
INCREASED
Shares14,230 from 13,520
Change+710 (+5%)
Value$337.3K (+$3.8K)
Filed 2026-10-19
Lederer & Associates Investment Counsel
DECREASED
Shares14,096 from 14,225
Change-129 (-1%)
Value$334 (-$17)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
NEW
Shares13,853
Change+13,853
Value$328.3K
Filed 2026-11-06
Silverlake Wealth Management LLC
DECREASED
Shares13,371 from 20,410
Change-7,039 (-34%)
Value$316.9K (-$186.4K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
DECREASED
Shares13,266 from 19,812
Change-6,546 (-33%)
Value$314.4K (-$174.2K)
Filed 2026-10-13
Legacy Edge Advisors, LLC
INCREASED
Shares12,973 from 10,732
Change+2,241 (+21%)
Value$307.5K (+$42.8K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares12,691 from 12,748
Change-57 (0%)
Value$300.8K (-$13.6K)
Filed 2026-11-05
CWA Asset Management Group, LLC
NEW
Shares12,682
Change+12,682
Value$300.6K
Filed 2026-10-19
Krilogy Financial LLC
DECREASED
Shares12,649 from 12,825
Change-176 (-1%)
Value$299.9K (-$16.4K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,619 from 8,675
Change+3,944 (+45%)
Value$299.1K (+$84.5K)
Filed 2026-10-13
Coston, McIsaac & Partners
DECREASED
Shares12,510 from 12,810
Change-300 (-2%)
Value$296.5K (-$18.5K)
Filed 2026-11-06
Asset Allocation Strategies LLC
INCREASED
Shares12,491 from 11,495
Change+996 (+9%)
Value$296.0K (+$12.6K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares12,391 from 21,272
Change-8,881 (-42%)
Value$293.7K (-$230.9K)
Filed 2026-10-15
Patten & Patten Inc
INCREASED
Shares11,841 from 11,133
Change+708 (+6%)
Value$280.6K (+$6.1K)
Filed 2026-10-26
Cutler Investment Counsel LLC
NEW
Shares11,722
Change+11,722
Value$277.8K
Filed 2026-10-28
Evanson Financial, LLC
INCREASED
Shares11,646 from 11,530
Change+116 (+1%)
Value$276.0K (-$8.3K)
Filed 2026-10-23
Venture Visionary Partners LLC
UNCHANGED
Shares11,367 from 11,367
Change0 (0%)
Value$269.4K (-$10.9K)
Filed 2026-10-07
Verus Capital Partners, LLC
INCREASED
Shares11,352 from 10,102
Change+1,250 (+12%)
Value$269.1K (+$19.9K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares11,234 from 12,980
Change-1,746 (-13%)
Value$266.2K (-$53.8K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares11,199 from 8,749
Change+2,450 (+28%)
Value$265.4K (+$49.7K)
Filed 2026-10-29
Strategic Advocates LLC
INCREASED
Shares11,186 from 11,033
Change+153 (+1%)
Value$265.1K (-$7.0K)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
INCREASED
Shares10,858 from 10,651
Change+207 (+2%)
Value$257 (-$262.7K)
Filed 2026-11-05
Whelan Financial
UNCHANGED
Shares10,845 from 10,845
Change0 (0%)
Value$257.0K (-$10.4K)
Filed 2026-10-28
John W. Brooker & Co., CPAs
INCREASED
Shares10,843 from 9,772
Change+1,071 (+11%)
Value$257.0K (+$16.0K)
Filed 2026-10-21
Advisor Resource Council
INCREASED
Shares10,671 from 10,310
Change+361 (+4%)
Value$252.3K (-$1.3K)
Filed 2026-11-05
Meridian Management Co
DECREASED
Shares10,466 from 13,029
Change-2,563 (-20%)
Value$248.0K (-$73.3K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares10,275 from 11,692
Change-1,417 (-12%)
Value$243.6K (-$44.7K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
NEW
Shares10,222
Change+10,222
Value$242.3K
Filed 2026-11-05
Bangor Savings Bank
UNCHANGED
Shares9,958 from 9,958
Change0 (0%)
Value$236.0K (-$9.6K)
Filed 2026-10-06
M Holdings Securities, Inc.
NEW
Shares9,831
Change+9,831
Value$237
Filed 2026-11-03
Apollon Wealth Management, LLC
NEW
Shares9,728
Change+9,728
Value$230.6K
Filed 2026-10-23
PDS Planning, Inc
NEW
Shares9,714
Change+9,714
Value$230.2K
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares9,554 from 10,823
Change-1,269 (-12%)
Value$226.4K (-$40.5K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares9,516 from 8,379
Change+1,137 (+14%)
Value$225.5K (+$18.9K)
Filed 2026-11-03
Milestone Investment Advisors LLC
DECREASED
Shares9,401 from 9,421
Change-20 (0%)
Value$222.8K (-$9.5K)
Filed 2026-11-05
Chapman Financial Group, LLC
DECREASED
Shares9,350 from 10,550
Change-1,200 (-11%)
Value$221.6K (-$38.6K)
Filed 2026-10-26
FC Advisory LLC
DECREASED
Shares9,346 from 15,414
Change-6,068 (-39%)
Value$221.5K (-$158.6K)
Filed 2026-10-05
Northland Capital Management LLC
NEW
Shares9,250
Change+9,250
Value$219.2K
Filed 2026-10-15
Pinnacle Associates LTD
NEW
Shares9,225
Change+9,225
Value$218.6K
Filed 2026-10-20
BCS Wealth Management
INCREASED
Shares9,205 from 9,130
Change+75 (+1%)
Value$218.2K (-$7.0K)
Filed 2026-11-03
Independent Wealth Network Inc.
NEW
Shares9,182
Change+9,182
Value$217.6K
Filed 2026-10-19
Allen Capital Group, LLC
DECREASED
Shares9,114 from 11,860
Change-2,746 (-23%)
Value$216.0K (-$76.5K)
Filed 2026-10-27
New Hampshire Trust
DECREASED
Shares9,020 from 27,856
Change-18,836 (-68%)
Value$213.8K (-$473.2K)
Filed 2026-10-20
Wealth Management Partners, LLC
NEW
Shares8,969
Change+8,969
Value$212.6K
Filed 2026-10-21
Compass Capital Management, Inc
DECREASED
Shares8,937 from 13,981
Change-5,044 (-36%)
Value$211.8K (-$133.0K)
Filed 2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED
Shares8,925 from 8,925
Change0 (0%)
Value$211.5K (-$8.6K)
Filed 2026-10-22
Compass Financial Management LLC
DECREASED
Shares8,881 from 9,460
Change-579 (-6%)
Value$210.5K (-$22.8K)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares8,680 from 8,680
Change0 (0%)
Value$205.7K (-$8.3K)
Filed 2026-10-13
Mach-1 Financial Group, LLC
NEW
Shares8,643
Change+8,643
Value$204.8K
Filed 2026-11-06
Axxcess Wealth Management, LLC
NEW
Shares8,570
Change+8,570
Value$203.1K
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
INCREASED
Shares8,524 from 8,192
Change+332 (+4%)
Value$202.0K (+$5)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,078 from 9,252
Change-3,174 (-34%)
Value$144.0K (-$84.1K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares5,871 from 5,871
Change0 (0%)
Value$139.1K (-$4.8K)
Filed 2026-10-08
Private Wealth Management Group, LLC
UNCHANGED
Shares5,680 from 5,680
Change0 (0%)
Value$134.6K (-$5.5K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares5,494 from 3,709
Change+1,785 (+48%)
Value$130.2K (+$38.8K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares5,260 from 5,001
Change+259 (+5%)
Value$124.7K (+$1.3K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares5,006
Change+5,006
Value$118.6K
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares4,824 from 4,778
Change+46 (+1%)
Value$114.3K (-$3.5K)
Filed 2026-10-27
Maseco LLP
NEW
Shares4,791
Change+4,791
Value$113.6K
Filed 2026-10-27
Ashton Thomas Securities, LLC
INCREASED
Shares4,680 from 4,670
Change+10 (+0%)
Value$110.9K (-$4.2K)
Filed 2026-10-26
Networth Advisors, LLC
DECREASED
Shares4,002 from 4,400
Change-398 (-9%)
Value$94.8K (-$13.7K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares3,551 from 3,525
Change+26 (+1%)
Value$84.1K (-$2.4K)
Filed 2026-10-09
Breakwater Investment Management
UNCHANGED
Shares3,032 from 3,032
Change0 (0%)
Value$71.9K (-$2.9K)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$70.0K (-$2.8K)
Filed 2026-10-21
Private Trust Co NA
NEW
Shares2,893
Change+2,893
Value$68.6K
Filed 2026-10-20
Rosenberg Matthew Hamilton
INCREASED
Shares2,041 from 1,570
Change+471 (+30%)
Value$48.4K (+$9.7K)
Filed 2026-10-05
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$45.5K (-$1.8K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$40.1K (-$1.6K)
Filed 2026-10-23
Richardson Financial Services Inc.
NEW
Shares1,655
Change+1,655
Value$39.2K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares1,642
Change+1,642
Value$38.9K
Filed 2026-11-04
Kingdom Financial Group Llc.
NEW
Shares1,371
Change+1,371
Value$32.5K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,327
Change+1,327
Value$31.5K
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares1,232 from 709
Change+523 (+74%)
Value$29.2K (+$11.7K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares1,145 from 1,143
Change+2 (+0%)
Value$27.1K (-$1.1K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$26.0K (-$1.1K)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares1,044
Change+1,044
Value$24.7K
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$22.8K (-$926)
Filed 2026-11-03
Grey Ledge Advisors, LLC
INCREASED
Shares861 from 157
Change+704 (+448%)
Value$20.4K (+$16.5K)
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$17.3K (-$703)
Filed 2026-10-21
Peachtree Investment Partners, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$16.6K (-$672)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$14.9K (-$604)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares547
Change+547
Value$13.0K
Filed 2026-10-27
Russell Investments Group, Ltd.
NEW
Shares521
Change+521
Value$12.3K
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares517 from 469
Change+48 (+10%)
Value$12.3K (+$689)
Filed 2026-10-29
Bayban
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$12.4K ($0)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares459
Change+459
Value$10.9K
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$6.5K (-$218)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares256
Change+256
Value$6.1K
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$5.5K (-$200)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
NEW
Shares229
Change+229
Value$5.4K
Filed 2026-11-03
Hoey Investments, Inc
DECREASED
Shares179 from 1,463
Change-1,284 (-88%)
Value$4.2K (-$31.8K)
Filed 2026-10-29
McCarley & Cook Financial Planners
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$4.0K (-$161)
Filed 2026-10-21
Register Financial Advisors LLC
NEW
Shares166
Change+166
Value$3.9K
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$3.4K (-$139)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares141
Change+141
Value$3.3K
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$3.2K (-$131)
Filed 2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.8K (-$116)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$2.7K (-$112)
Filed 2026-10-16
Financial Management Professionals, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$2.6K (-$106)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.2K (-$90)
Filed 2026-11-04
Archer Investment Corp
DECREASED
Shares63 from 4,382
Change-4,319 (-99%)
Value$1.5K (-$106.6K)
Filed 2026-11-05
Golden State Wealth Management, LLC
NEW
Shares62
Change+62
Value$1.5K
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.3K (-$54)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares52 from 71
Change-19 (-27%)
Value$1.2K (-$518)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.2K (-$43)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
NEW
Shares43
Change+43
Value$1.0K
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$948 (-$38)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$783 (-$31)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares26 from 1,496
Change-1,470 (-98%)
Value$616 (-$36.3K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
NEW
Shares17
Change+17
Value$406
Filed 2026-11-02
St. Johns Investment Management Company, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$237 (-$10)
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$118 (-$5)
Filed 2026-10-16
Morling Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$14 (-$1)
Filed 2026-10-28
Activest Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$24 (-$1)
Filed 2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 404,337
Change-404,337 (-100%)
Value$0 (-$404.3K)
Filed 2026-10-14
One Degree Advisors Inc
CLOSED
Shares0 from 379,789
Change-379,789 (-100%)
Value$0 (-$9.3M)
Filed 2026-11-06
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 118,692
Change-118,692 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-02
Columbus Macro, LLC
CLOSED
Shares0 from 82,617
Change-82,617 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
Broussard Financial Group LLC
CLOSED
Shares0 from 41,020
Change-41,020 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
Intelligence Driven Advisers, LLC
CLOSED
Shares0 from 28,973
Change-28,973 (-100%)
Value$0 (-$714.5K)
Filed 2026-10-09
VAN Strum & Towne Inc.
CLOSED
Shares0 from 27,245
Change-27,245 (-100%)
Value$0 (-$671.9K)
Filed 2026-11-06
rebel Financial LLC
CLOSED
Shares0 from 21,019
Change-21,019 (-100%)
Value$0 (-$518.3K)
Filed 2026-11-04
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 17,969
Change-17,969 (-100%)
Value$0 (-$443.1K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 17,891
Change-17,891 (-100%)
Value$0 (-$441.2K)
Filed 2026-10-26
Facet Wealth, Inc.
CLOSED
Shares0 from 14,687
Change-14,687 (-100%)
Value$0 (-$362.2K)
Filed 2026-11-04
Transmarket Holdings LP
CLOSED
Shares0 from 13,229
Change-13,229 (-100%)
Value$0 (-$326.2K)
Filed 2026-10-27
R2 Capital Strategies, LLC
CLOSED
Shares0 from 12,364
Change-12,364 (-100%)
Value$0 (-$304.9K)
Filed 2026-10-15
RDA Financial Network
CLOSED
Shares0 from 9,365
Change-9,365 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-15
Seek First Inc.
CLOSED
Shares0 from 8,378
Change-8,378 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-27
Acropolis Investment Management, LLC
CLOSED
Shares0 from 8,344
Change-8,344 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-08
GenTrust, LLC
CLOSED
Shares0 from 8,150
Change-8,150 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,820
Change-5,820 (-100%)
Value$0 (-$142.9K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,456
Change-5,456 (-100%)
Value$0 (-$134.5K)
Filed 2026-10-15
West Paces Advisors Inc.
CLOSED
Shares0 from 5,030
Change-5,030 (-100%)
Value$0 (-$124.0K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 3,137
Change-3,137 (-100%)
Value$0 (-$77.4K)
Filed 2026-10-05
Robinswood Financial LLC
CLOSED
Shares0 from 2,914
Change-2,914 (-100%)
Value$0 (-$71.9K)
Filed 2026-10-20
Key Capital Management, Inc
CLOSED
Shares0 from 1,481
Change-1,481 (-100%)
Value$0 (-$36.5K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$35.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 884
Change-884 (-100%)
Value$0 (-$21.8K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-16
CrossGen Wealth, LLC
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-30
Princeton Global Asset Management LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-21
Pacifica Partners Inc.
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-09
Wolff Wiese Magana LLC
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-04
Avion Wealth
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 ($0)
Filed 2026-11-04
Solstein Capital, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$444)
Filed 2026-11-02
Wagner Wealth Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$158)
Filed 2026-10-21
Montag A & Associates Inc
CLOSED
Shares0 from 0
Change0
Value$0 (-$6)
Filed 2026-10-29
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$8)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 263,437,179
Change-263,437,179 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,731,210
Change-18,731,210 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,544,801
Change-13,544,801 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,469,330
Change-9,469,330 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,666,844
Change-6,666,844 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,339,063
Change-6,339,063 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,800,038
Change-5,800,038 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,354,373
Change-5,354,373 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 2,862,224
Change-2,862,224 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,724,707
Change-2,724,707 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,788,067
Change-1,788,067 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,714,671
Change-1,714,671 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,669,051
Change-1,669,051 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,626,073
Change-1,626,073 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,550,382
Change-1,550,382 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,536,279
Change-1,536,279 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,527,811
Change-1,527,811 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,408,799
Change-1,408,799 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 999,811
Change-999,811 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 975,260
Change-975,260 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 956,897
Change-956,897 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 899,393
Change-899,393 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 842,589
Change-842,589 (-100%)
Value—
UBS Group AG
N/A
Shares— from 678,451
Change-678,451 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 633,193
Change-633,193 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 623,073
Change-623,073 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 569,571
Change-569,571 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 560,068
Change-560,068 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 540,148
Change-540,148 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 507,102
Change-507,102 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 475,171
Change-475,171 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 449,292
Change-449,292 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 413,093
Change-413,093 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 379,058
Change-379,058 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 377,107
Change-377,107 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 369,893
Change-369,893 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 363,473
Change-363,473 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 354,554
Change-354,554 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 351,983
Change-351,983 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 346,927
Change-346,927 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 340,018
Change-340,018 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 326,838
Change-326,838 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 321,384
Change-321,384 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 316,775
Change-316,775 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 301,507
Change-301,507 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 293,454
Change-293,454 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 281,773
Change-281,773 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 280,763
Change-280,763 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 251,565
Change-251,565 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 227,487
Change-227,487 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 213,450
Change-213,450 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 202,957
Change-202,957 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 197,785
Change-197,785 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 196,921
Change-196,921 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 193,674
Change-193,674 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 192,892
Change-192,892 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 192,564
Change-192,564 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 183,194
Change-183,194 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 172,242
Change-172,242 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 170,300
Change-170,300 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 162,823
Change-162,823 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 151,051
Change-151,051 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 139,375
Change-139,375 (-100%)
Value—
Blair William & Co
N/A
Shares— from 132,995
Change-132,995 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 130,628
Change-130,628 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 130,073
Change-130,073 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 127,847
Change-127,847 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 126,305
Change-126,305 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 118,567
Change-118,567 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 118,393
Change-118,393 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 100,217
Change-100,217 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 98,159
Change-98,159 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 97,821
Change-97,821 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 96,707
Change-96,707 (-100%)
Value—
Betterment LLC
N/A
Shares— from 95,790
Change-95,790 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 92,914
Change-92,914 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 88,552
Change-88,552 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 88,054
Change-88,054 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 84,968
Change-84,968 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 78,097
Change-78,097 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 77,173
Change-77,173 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 74,296
Change-74,296 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 73,947
Change-73,947 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 73,905
Change-73,905 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 73,393
Change-73,393 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 70,866
Change-70,866 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 69,991
Change-69,991 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 66,379
Change-66,379 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 66,080
Change-66,080 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 62,200
Change-62,200 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,124
Change-58,124 (-100%)
Value—
Commerce Bank
N/A
Shares— from 58,073
Change-58,073 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 57,117
Change-57,117 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 52,690
Change-52,690 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 51,679
Change-51,679 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 50,623
Change-50,623 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 50,623
Change-50,623 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 48,877
Change-48,877 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 46,928
Change-46,928 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 44,463
Change-44,463 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 44,357
Change-44,357 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 44,060
Change-44,060 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 43,828
Change-43,828 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 42,628
Change-42,628 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 40,962
Change-40,962 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 39,144
Change-39,144 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 37,930
Change-37,930 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 36,573
Change-36,573 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,448
Change-36,448 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,201
Change-36,201 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 35,076
Change-35,076 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 34,362
Change-34,362 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 34,311
Change-34,311 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 33,070
Change-33,070 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 32,128
Change-32,128 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 30,025
Change-30,025 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,016
Change-30,016 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,298
Change-29,298 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 29,286
Change-29,286 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 28,888
Change-28,888 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 28,633
Change-28,633 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 28,405
Change-28,405 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 28,157
Change-28,157 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,720
Change-27,720 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 24,699
Change-24,699 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 24,421
Change-24,421 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 22,091
Change-22,091 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 22,019
Change-22,019 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,784
Change-21,784 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 21,510
Change-21,510 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,887
Change-20,887 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,534
Change-20,534 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,721
Change-19,721 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 19,663
Change-19,663 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,859
Change-17,859 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,288
Change-17,288 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 16,208
Change-16,208 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 16,003
Change-16,003 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 14,968
Change-14,968 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 14,784
Change-14,784 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 13,865
Change-13,865 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,534
Change-13,534 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 13,169
Change-13,169 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,912
Change-11,912 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 11,879
Change-11,879 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 11,339
Change-11,339 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Invst, LLC
N/A
Shares— from 10,817
Change-10,817 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 8,537
Change-8,537 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 490
Change-490 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 158
Change-158 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 36
Change-36 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Exchange Traded Concepts, LLC
INCREASED5,059,7824,862,662+197,120+4%$119.9M$119.9M+$3.6K2026-10-28
Assetmark, Inc
INCREASED4,629,738119,389+4,510,349+3778%$2.9M$109.7M+$106.8M2026-10-21
Moisand Fitzgerald Tamayo, LLC
INCREASED4,430,7414,074,314+356,427+9%$100.5M$105.0M+$4.5M2026-10-15
Cornerstone Wealth Advisors, Inc.
INCREASED4,279,8244,120,062+159,762+4%$101.6M$101.4M-$168.9K2026-10-16
LPL Financial LLC
INCREASED3,977,7923,926,926+50,866+1%$96.8M$94.3M-$2.6M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED3,329,1603,049,531+279,629+9%$74.7M$79.0M+$4.3M2026-10-13
Crane Advisory, LLC
DECREASED2,813,1412,844,705-31,564-1%$69.8M$66.5M-$3.3M2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED2,528,4152,450,348+78,067+3%$60.4M$59.9M-$502.1K2026-10-08
Clearstead Advisors, LLC
INCREASED2,102,2892,077,660+24,629+1%$51.2M$49.8M-$1.4M2026-11-06
Davenport & Co LLC
INCREASED1,878,9921,637,058+241,934+15%$40.4M$44.5M+$4.2M2026-10-14
Resonant Capital Advisors, LLC
DECREASED1,783,8602,700,741-916,881-34%$66.6M$42.3M-$24.3M2026-10-15
High Probability Advisors, LLC
INCREASED1,713,5651,574,348+139,217+9%$38.8M$40.6M+$1.8M2026-10-19
Beacon Wealthcare LLC
INCREASED1,449,7621,437,622+12,140+1%$35.5M$34.4M-$1.1M2026-10-02
Hapanowicz & Associates Financial Services, Inc
INCREASED1,420,7871,397,019+23,768+2%$34.5M$33.7M-$777.7K2026-10-29
WestHill Financial Advisors, Inc.
INCREASED1,388,5801,290,103+98,477+8%$31.8M$32.9M+$1.1M2026-10-14
Savant Capital, LLC
INCREASED1,326,506818,221+508,285+62%$20.1M$31.4M+$11.4M2026-11-06
Pacific Sage Partners, LLC
DECREASED1,277,5513,835,408-2,557,857-67%$94.6M$30.3M-$64.3M2026-10-21
First National Trust Co
DECREASED1,224,9241,232,504-7,580-1%$30.4M$29.0M-$1.4M2026-10-28
Your Advocates Ltd., LLP
INCREASED1,112,5581,059,412+53,146+5%$26.1M$26.4M+$242.5K2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED1,103,0371,113,660-10,623-1%$27.5M$26.1M-$1.3M2026-10-08
Allworth Financial LP
INCREASED879,724859,244+20,480+2%$21.2M$21.7M+$505.0K2026-11-06
Kathmere Capital Management, LLC
INCREASED840,645647,199+193,446+30%$16.0M$19.9M+$4.0M2026-10-20
Downshift Financial, LLC
INCREASED829,751726,438+103,313+14%$17.9M$19.7M+$1.8M2026-10-13
Perigon Wealth Management, LLC
INCREASED787,395641,573+145,822+23%$15.8M$18.7M+$2.8M2026-10-22
Morton Brown Family Wealth, LLC
INCREASED781,573762,960+18,613+2%$18.8M$18.5M-$291.3K2026-10-23
SWS Partners
INCREASED776,028736,384+39,644+5%$18.2M$18.4M+$232.6K2026-10-26
Creative Planning
DECREASED684,658789,075-104,417-13%$19.5M$16.2M-$3.2M2026-11-02
Walker Financial Services, Inc.
INCREASED665,690597,458+68,232+11%$14.7M$15.8M+$1.0M2026-10-26
Altiora Financial Group, LLC
DECREASED655,081687,514-32,433-5%$17.0M$15.5M-$1.4M2026-11-04
Diversify Wealth Management, LLC
INCREASED612,269435,160+177,109+41%$10.6M$14.6M+$4.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED612,269435,160+177,109+41%$10.6M$14.6M+$4.0M2026-10-20
Clarity Wealth Development LLC
INCREASED578,540502,374+76,166+15%$12.4M$13.7M+$1.3M2026-10-22
Foundation Wealth Management, Llc\pa
INCREASED557,833484,135+73,698+15%$11.9M$13.2M+$1.3M2026-10-14
Commonwealth Equity Services, LLC
INCREASED528,390506,242+22,148+4%$12.5M$12.5M+$38.9K2026-11-02
Advocate Group LLC
INCREASED527,470474,914+52,556+11%$11.7M$12.5M+$789.7K2026-10-19
Fiduciary Alliance LLC
INCREASED522,570510,479+12,091+2%$12.6M$12.4M-$203.5K2026-10-13
Holcombe Financial, Inc.
INCREASED513,545506,177+7,368+1%$12.5M$12.2M-$311.3K2026-10-16
Kelly Financial Services LLC
DECREASED501,510527,022-25,512-5%$13.0M$11.9M-$1.1M2026-10-20
Oakwell Private Wealth Management, LLC
INCREASED494,988441,905+53,083+12%$10.9M$11.7M+$833.8K2026-11-06
White Pine Investment Co
INCREASED484,783474,217+10,566+2%$11.7M$11.5K-$11.7M2026-10-15
Integrity Alliance, Llc.
INCREASED459,336419,809+39,527+9%$10.4M$10.9M+$533.8K2026-10-29
Attessa Capital LLC
INCREASED452,044450,916+1,128+0%$11.1M$10.7M-$406.1K2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED446,009450,208-4,199-1%$11.1M$10.6M-$531.5K2026-11-02
Destiny Wealth Partners, LLC
INCREASED426,377329,251+97,126+30%$8.0M$10.3M+$2.2M2026-11-05
Sierra Ocean, LLC
NEW419,101—+419,101——$9.9M—2026-11-03
Darrow Company, Inc.
INCREASED406,321384,310+22,011+6%$9.5M$9.6M+$151.8K2026-10-22
Park Avenue Securities LLC
DECREASED390,795426,837-36,042-8%$10.5M$9.3K-$10.5M2026-10-26
BlueSky Wealth Advisors, LLC
INCREASED385,864169,040+216,824+128%$4.2M$9.1M+$5.0M2026-10-29
L.K. Benson & Company, P.C.
INCREASED375,185293,466+81,719+28%$7.2M$8.9M+$1.7M2026-10-23
Vise Technologies, Inc.
INCREASED370,987272,221+98,766+36%$6.7M$8.8M+$2.1M2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
DECREASED369,279395,554-26,275-7%$9.8M$8.8M-$1.0M2026-11-02
Evermay Wealth Management LLC
INCREASED345,56663,377+282,189+445%$1.6M$8.2M+$6.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED341,528344,360-2,832-1%$8.5M$8.1K-$8.5M2026-11-02
Tennessee Valley Asset Management Partners
DECREASED329,446334,196-4,750-1%$8.2M$7.8M-$433.4K2026-11-03
Thrivent Financial for Lutherans
DECREASED328,898371,692-42,794-12%$9.2M$7.8K-$9.2M2026-11-05
Valmark Advisers, Inc.
DECREASED324,894338,161-13,267-4%$8.3M$7.7M-$639.1K2026-11-06
Peak Wealth Management LLC
NEW313,607—+313,607——$7.5M—2026-10-26
Sentinel Pension Advisors, LLC
DECREASED309,452323,780-14,328-4%$7.9M$7.3M-$614.8K2026-11-02
A4 Wealth Advisors LLC
INCREASED302,152273,845+28,307+10%$6.8M$7.2M+$408.0K2026-10-20
Sima Wealth Partners, LLC
INCREASED297,869280,499+17,370+6%$6.9M$7.1M+$142.4K2026-10-19
Kestra Advisory Services, LLC
INCREASED291,263252,944+38,319+15%$6.2M$6.9M+$665.3K2026-11-02
Farrow Financial, Inc.
INCREASED253,317216,288+37,029+17%$5.3M$6.0M+$670.0K2026-10-30
RCS Financial Planning, LLC
NEW252,914—+252,914——$6.0M—2026-10-14
Myecfo, LLC
DECREASED250,820253,261-2,441-1%$6.2M$5.9M-$301.0K2026-10-14
Heritage Wealth Management, Inc.
INCREASED247,616225,147+22,469+10%$5.6M$5.9M+$316.4K2026-10-27
Refined Wealth Management
INCREASED244,580233,476+11,104+5%$5.8M$5.8M+$39.0K2026-10-13
Cooke Wealth Management, LLC
DECREASED242,528269,027-26,499-10%$6.6M$5.7M-$886.3K2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED223,192218,102+5,090+2%$5.4M$5.3M-$88.7K2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED221,082230,818-9,736-4%$5.7M$5.2M-$452.3K2026-10-28
Catalyst Investment Management LLC
NEW201,102—+201,102——$4.8M—2026-10-21
EPG Wealth Management LLC
NEW194,508—+194,508——$4.6M—2026-11-03
Inman Jager Wealth Management, LLC
INCREASED193,877158,148+35,729+23%$3.9M$4.6M+$695.0K2026-11-05
Fermata Advisors, LLC
INCREASED186,303125,125+61,178+49%$3.1M$4.4M+$1.3M2026-10-13
SYM Financial Corp
INCREASED177,266176,450+816+0%$4.4M$4.2M-$150.0K2026-10-26
Kelly Financial Group LLC
INCREASED173,353118,832+54,521+46%$2.9M$4.1M+$1.2M2026-10-16
Claro Advisors Inc.
INCREASED172,745161,338+11,407+7%$4.0M$4.1M+$115.5K2026-11-02
Code Waechter LLC
INCREASED169,428162,866+6,562+4%$4.0M$4.0M-$8352026-10-23
Concurrent Investment Advisors, LLC
NEW167,454—+167,454——$4.0M—2026-10-16
Csenge Advisory Group
INCREASED167,370121,952+45,418+37%$3.0M$4.0M+$959.3K2026-11-04
WBH Advisory Inc
INCREASED160,771145,877+14,894+10%$3.6M$3.8M+$212.9K2026-11-05
Keystone Global Partners, LLC
DECREASED160,723236,424-75,701-32%$5.8M$3.8M-$2.0M2026-10-13
Upper Left Wealth Management, LLC
DECREASED159,588190,807-31,219-16%$4.7M$3.8M-$923.1K2026-10-14
Mendota Financial Group, LLC
INCREASED159,275115,172+44,103+38%$2.8M$3.8M+$934.7K2026-10-07
Bulwark Capital Corp
DECREASED158,018360,679-202,661-56%$8.9M$3.7M-$5.1M2026-10-13
Creative Financial Designs Inc
INCREASED157,940151,499+6,441+4%$3.7M$3.7M+$7.2K2026-11-04
North Forty Two & Co.
DECREASED157,752166,172-8,420-5%$4.1M$3.7M-$359.1K2026-10-19
Salem Investment Counselors Inc
INCREASED153,290148,507+4,783+3%$3.7M$3.6M-$29.2K2026-10-13
Sellwood Investment Partners LLC
INCREASED152,228148,267+3,961+3%$3.7M$3.6M-$48.5K2026-11-03
W.H. Cornerstone Investments Inc.
DECREASED151,745173,179-21,434-12%$4.3M$3.6M-$674.2K2026-11-03
Meitav Investment House LTD
INCREASED151,364130,790+20,574+16%$3.2M$3.6M+$357.6K2026-10-28
Farther Finance Advisors, LLC
DECREASED149,453165,686-16,233-10%$4.1M$3.5M-$543.8K2026-10-08
Citigroup Inc
DECREASED132,012202,551-70,539-35%$5.0M$3.1M-$1.9M2026-11-04
Dynamic Advisor Solutions LLC
INCREASED130,569128,838+1,731+1%$3.2M$3.1M-$82.7K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
NEW129,112—+129,112——$3.1M—2026-10-14
WT Wealth Management
DECREASED125,686208,643-82,957-40%$5.1M$3.0M-$2.2M2026-10-13
Williams Financial, LLC
INCREASED125,009121,041+3,968+3%$3.0M$3.0M-$22.2K2026-10-19
Pflug Koory, LLC
INCREASED114,691113,892+799+1%$2.8M$2.7M-$90.4K2026-10-26
Spectrum Asset Management, Inc. (NB )
DECREASED112,870130,560-17,690-14%$3.2M$2.7M-$544.6K2026-10-19
Hendershot Investments Inc.
DECREASED111,033111,589-5560%$2.8M$2.6M-$120.3K2026-11-05
Lanark Financial, Inc.
INCREASED109,25799,956+9,301+9%$2.5M$2.6M+$124.5K2026-10-26
Tran Capital Management, L.P.
DECREASED109,093109,300-2070%$2.7M$2.6M-$109.8K2026-10-19
Addison Advisors LLC
INCREASED106,162101,040+5,122+5%$2.5M$2.5M+$24.4K2026-11-06
Johnson Financial Group, LLC
DECREASED105,611108,430-2,819-3%$2.7M$2.5M-$170.9K2026-11-03
Hidden Cove Wealth Management, LLC
DECREASED104,625380,346-275,721-72%$9.4M$2.5M-$6.9M2026-10-19
GenWealth Group, Inc.
INCREASED101,973101,498+475+0%$2.5M$2.4M-$86.2K2026-10-16
Barden Capital Management, Inc.
INCREASED100,62597,034+3,591+4%$2.4M$2.4M-$8.0K2026-10-09
MilWealth Group LLC
INCREASED96,79177,302+19,489+25%$1.9M$2.3M+$387.7K2026-11-02
Charles Schwab Trust Co
INCREASED94,42789,774+4,653+5%$2.2M$2.2M+$24.1K2026-10-15
WealthCare Investment Partners, LLC
DECREASED90,196109,091-18,895-17%$2.7M$2.1M-$552.6K2026-11-05
Spire Wealth Management
DECREASED89,31191,879-2,568-3%$2.3M$2.1M-$149.1K2026-10-30
Fifth Third Securities, Inc.
INCREASED87,09961,106+25,993+43%$1.5M$2.1M+$557.4K2026-10-21
Fifth Third Bancorp
INCREASED86,35283,846+2,506+3%$2.1M$2.0M-$21.1K2026-11-05
Tortoise Investment Management, LLC
DECREASED86,22395,958-9,735-10%$2.4M$2.0M-$322.8K2026-11-06
Hartline Investment Corp/
UNCHANGED79,70079,70000%$2.0M$1.9M-$76.5K2026-10-29
Nova R Wealth, Inc.
DECREASED79,10380,003-900-1%$2.0M$1.9M-$98.1K2026-10-26
IFP Advisors, Inc
INCREASED76,13671,320+4,816+7%$1.8M$1.8M+$45.7K2026-10-16
Stableford Capital II LLC
UNCHANGED74,84874,84800%$1.8M$1.8M-$71.9K2026-10-09
Successful Portfolios LLC
INCREASED71,36970,741+628+1%$1.7M$1.7M-$46.2K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED68,65064,652+3,998+6%$1.6M$1.6M+$32.7K2026-10-21
MFG Wealth Management, Inc.
INCREASED65,60662,481+3,125+5%$1.5M$1.6M+$14.1K2026-10-09
Focus Financial Network, Inc.
DECREASED64,88769,072-4,185-6%$1.7M$1.5M-$165.5K2026-10-14
Avior Wealth Management, LLC
INCREASED60,66038,152+22,508+59%$940.8K$1.4M+$496.8K2026-10-13
Compound Planning, Inc.
DECREASED58,45361,871-3,418-6%$1.5M$1.4M-$140.4K2026-11-05
Brookstone Capital Management
INCREASED57,99054,921+3,069+6%$1.4M$1.4M+$20.0K2026-10-22
StoneX Group Inc.
INCREASED57,80811,814+45,994+389%$291.3K$1.4M+$1.1M2026-11-03
Kaizen Financial Strategies
DECREASED56,31978,995-22,676-29%$1.9M$1.3M-$604.6K2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED55,48335,973+19,510+54%$887.1K$1.3M+$427.9K2026-11-04
Moors & Cabot, Inc.
INCREASED54,83945,638+9,201+20%$1.1M$1.3M+$174.3K2026-11-06
True Link Financial Advisors, LLC
INCREASED54,28453,016+1,268+2%$1.3M$1.3M-$20.8K2026-10-27
Eagle Strategies LLC
INCREASED53,93050,437+3,493+7%$1.2M$1.3M+$34.4K2026-10-16
Comprehensive Wealth Management, LLC
INCREASED52,78552,454+331+1%$1.3M$1.3M-$42.5K2026-11-02
Essential Partners LLC
DECREASED51,65651,782-1260%$1.3M$1.2M-$52.7K2026-10-14
MGO One Seven LLC
INCREASED51,05944,915+6,144+14%$1.1M$1.2M+$102.5K2026-10-28
Innova Wealth Partners
INCREASED50,50837,754+12,754+34%$931.0K$1.2M+$266.0K2026-10-21
Strategic Blueprint, LLC
INCREASED47,71527,119+20,596+76%$668.8K$1.1M+$462.1K2026-10-22
Waycross Investment Management Co
UNCHANGED45,64645,64600%$1.1M$1.1M-$43.8K2026-10-14
Simplicity Wealth,LLC
DECREASED45,027120,056-75,029-62%$3.0M$1.1M-$1.9M2026-10-23
TD Private Client Wealth LLC
DECREASED43,42750,710-7,283-14%$1.3M$1.0M-$221.3K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED42,58635,357+7,229+20%$871.9K$1.0M+$137.4K2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
DECREASED41,99944,300-2,301-5%$1.1M$995.4K-$97.1K2026-10-21
Brucke Financial, Inc.
INCREASED41,43341,218+215+1%$1.0M$982.0K-$34.5K2026-10-23
Trust Point Inc.
INCREASED41,20039,406+1,794+5%$971.8K$976.4K+$4.7K2026-10-27
RCW Management, LLC
INCREASED41,11140,282+829+2%$993.4K$974.3K-$19.0K2026-10-30
Unify Financial Advisors
DECREASED41,00941,471-462-1%$1.0M$971.9K-$50.8K2026-11-03
Koshinski Asset Management, Inc.
DECREASED40,31546,897-6,582-14%$1.2M$955.5K-$201.0K2026-10-29
Diligent Investors, LLC
INCREASED39,60039,468+132+0%$973.3K$938.5K-$34.7K2026-10-21
XY Planning Network, Inc.
INCREASED38,06435,557+2,507+7%$876.8K$902.1K+$25.3K2026-10-14
1620 Investment Advisors, Inc.
DECREASED37,92838,040-1120%$938.1K$898.9K-$39.2K2026-11-04
McAdam, LLC
DECREASED37,85054,779-16,929-31%$1.4M$897.1K-$453.8K2026-10-21
TradeWell Securities, Llc.
INCREASED37,38628,365+9,021+32%$699.5K$886.0K+$186.6K2026-10-21
Merit Financial Group, LLC
INCREASED36,81132,312+4,499+14%$796.8K$872.4K+$75.6K2026-11-06
CoreCap Advisors, LLC
INCREASED36,37131,878+4,493+14%$786.1K$862.0K+$75.9K2026-10-08
Studio Investment Management LLC
DECREASED33,35356,923-23,570-41%$1.4M$790.5K-$613.3K2026-10-22
Equita Financial Network, Inc.
INCREASED31,39420,256+11,138+55%$499.5K$744.0K+$244.5K2026-10-19
Center For Asset Management LLC
NEW31,042—+31,042——$735.7K—2026-10-16
Parkside Financial Bank & Trust
DECREASED30,80539,943-9,138-23%$985.0K$730.1K-$254.9K2026-10-27
Willis Johnson Wealth, Inc.
DECREASED29,82931,533-1,704-5%$777.6K$707.0K-$70.6K2026-11-03
Valpey Financial Services, LLC
INCREASED27,14816,739+10,409+62%$412.8K$643.4K+$230.6K2026-10-30
Larson Financial Group LLC
INCREASED26,97510,859+16,116+148%$267.8K$639.3K+$371.5K2026-11-05
Integrity Wealth Advisors, Inc.
NEW26,431—+26,431——$626.4K—2026-10-29
Family Investment Center, Inc.
INCREASED25,25122,848+2,403+11%$563.4K$598.4K+$35.0K2026-10-19
Portland Financial Advisors Inc
DECREASED24,77927,982-3,203-11%$690.0K$587.3K-$102.8K2026-10-26
Horizon Financial Services, LLC
DECREASED24,74329,784-5,041-17%$734.5K$586.4K-$148.1K2026-11-04
Quartz Partners, LLC
INCREASED24,56823,618+950+4%$582.4K$582.3K-$1582026-11-03
Founders Financial Securities LLC
NEW23,618—+23,618——$559.7K—2026-10-28
Twele Capital Management, Inc.
INCREASED23,60923,081+528+2%$569.2K$559.5K-$9.6K2026-10-13
eCIO, Inc.
INCREASED22,38821,336+1,052+5%$526.2K$530.4K+$4.2K2026-11-02
Churchill Financial Advisors, LLC
INCREASED22,38220,931+1,451+7%$516.2K$530.5K+$14.3K2026-10-20
SeaCrest Wealth Management, LLC
DECREASED21,24323,013-1,770-8%$567.5K$503.5K-$64.0K2026-10-21
Integrated Advisors Network LLC
INCREASED21,13816,280+4,858+30%$401.5K$501.0K+$99.5K2026-10-20
Fagan Associates, Inc.
INCREASED20,83220,827+5+0%$513.6K$493.7K-$19.9K2026-10-13
PFG Advisors
INCREASED20,42316,546+3,877+23%$408.0K$484.0K+$76.0K2026-10-16
Kings Path Partners LLC
INCREASED19,83518,268+1,567+9%$450.5K$470.1K+$19.6K2026-10-21
Accelerate Investment Advisors LLC
INCREASED19,40818,747+661+4%$462.3K$460.0K-$2.3K2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED18,69218,69200%$460.9K$460.9K$02026-10-13
Hardin Capital Partners, LLC
DECREASED18,29618,706-410-2%$461.7K$433.6K-$28.1K2026-10-09
MBE Wealth Management, LLC
DECREASED17,55418,196-642-4%$448.7K$416.0K-$32.7K2026-10-26
Parsons Capital Management Inc
DECREASED17,34117,617-276-2%$434.4K$411.0K-$23.5K2026-10-28
Midwest Trust Co
DECREASED17,31723,607-6,290-27%$582.1K$410.4K-$171.7K2026-10-22
Noble Family Wealth, LLC
INCREASED17,01815,997+1,021+6%$394.5K$403.3K+$8.8K2026-10-26
RFG Advisory, LLC
INCREASED16,91715,534+1,383+9%$383.1K$400.9K+$17.9K2026-11-03
PNC Financial Services Group, Inc.
INCREASED16,09811,523+4,575+40%$284.1K$381.5K+$97.4K2026-11-06
Leo Wealth, LLC
NEW15,343—+15,343——$363.6K—2026-10-26
Bell Investment Advisors, Inc
INCREASED15,06614,915+151+1%$367.8K$357.1K-$10.8K2026-10-29
Chapin Davis, Inc.
UNCHANGED14,82714,82700%$365.6K$351.4K-$14.2K2026-10-09
Professional Financial Management, Inc.
INCREASED14,59014,135+455+3%$348.6K$345.8K-$2.8K2026-10-22
XML Financial, LLC
NEW14,392—+14,392——$341.1K—2026-10-29
Rinkey Investments
UNCHANGED14,25114,25100%$351.4K$337.7K-$13.7K2026-10-28
LongView Wealth Management
INCREASED14,23013,520+710+5%$333.4K$337.3K+$3.8K2026-10-19
Lederer & Associates Investment Counsel
DECREASED14,09614,225-129-1%$351$334-$172026-10-23
Kestra Private Wealth Services, LLC
NEW13,853—+13,853——$328.3K—2026-11-06
Silverlake Wealth Management LLC
DECREASED13,37120,410-7,039-34%$503.3K$316.9K-$186.4K2026-10-21
Signal Advisors Wealth, LLC
DECREASED13,26619,812-6,546-33%$488.6K$314.4K-$174.2K2026-10-13
Legacy Edge Advisors, LLC
INCREASED12,97310,732+2,241+21%$264.7K$307.5K+$42.8K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED12,69112,748-570%$314.4K$300.8K-$13.6K2026-11-05
CWA Asset Management Group, LLC
NEW12,682—+12,682——$300.6K—2026-10-19
Krilogy Financial LLC
DECREASED12,64912,825-176-1%$316.3K$299.9K-$16.4K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED12,6198,675+3,944+45%$214.6K$299.1K+$84.5K2026-10-13
Coston, McIsaac & Partners
DECREASED12,51012,810-300-2%$315.0K$296.5K-$18.5K2026-11-06
Asset Allocation Strategies LLC
INCREASED12,49111,495+996+9%$283.5K$296.0K+$12.6K2026-10-20
Mission Wealth Management, LP
DECREASED12,39121,272-8,881-42%$524.6K$293.7K-$230.9K2026-10-15
Patten & Patten Inc
INCREASED11,84111,133+708+6%$274.5K$280.6K+$6.1K2026-10-26
Cutler Investment Counsel LLC
NEW11,722—+11,722——$277.8K—2026-10-28
Evanson Financial, LLC
INCREASED11,64611,530+116+1%$284.3K$276.0K-$8.3K2026-10-23
Venture Visionary Partners LLC
UNCHANGED11,36711,36700%$280.3K$269.4K-$10.9K2026-10-07
Verus Capital Partners, LLC
INCREASED11,35210,102+1,250+12%$249.1K$269.1K+$19.9K2026-11-03
Sigma Planning Corp
DECREASED11,23412,980-1,746-13%$320.1K$266.2K-$53.8K2026-10-23
Integrity Advisory Solutions, LLC
INCREASED11,1998,749+2,450+28%$215.8K$265.4K+$49.7K2026-10-29
Strategic Advocates LLC
INCREASED11,18611,033+153+1%$272.1K$265.1K-$7.0K2026-11-03
Thompson Siegel & Walmsley LLC
INCREASED10,85810,651+207+2%$263.0K$257-$262.7K2026-11-05
Whelan Financial
UNCHANGED10,84510,84500%$267.4K$257.0K-$10.4K2026-10-28
John W. Brooker & Co., CPAs
INCREASED10,8439,772+1,071+11%$241.0K$257.0K+$16.0K2026-10-21
Advisor Resource Council
INCREASED10,67110,310+361+4%$253.5K$252.3K-$1.3K2026-11-05
Meridian Management Co
DECREASED10,46613,029-2,563-20%$321.3K$248.0K-$73.3K2026-11-06
Fragasso Financial Advisors Inc
DECREASED10,27511,692-1,417-12%$288.3K$243.6K-$44.7K2026-10-13
Williams Jones Wealth Management, Llc.
NEW10,222—+10,222——$242.3K—2026-11-05
Bangor Savings Bank
UNCHANGED9,9589,95800%$245.6K$236.0K-$9.6K2026-10-06
M Holdings Securities, Inc.
NEW9,831—+9,831——$237—2026-11-03
Apollon Wealth Management, LLC
NEW9,728—+9,728——$230.6K—2026-10-23
PDS Planning, Inc
NEW9,714—+9,714——$230.2K—2026-11-03
US Bancorp \de\
DECREASED9,55410,823-1,269-12%$266.9K$226.4K-$40.5K2026-11-05
MSH Capital Advisors LLC
INCREASED9,5168,379+1,137+14%$206.6K$225.5K+$18.9K2026-11-03
Milestone Investment Advisors LLC
DECREASED9,4019,421-200%$232.3K$222.8K-$9.5K2026-11-05
Chapman Financial Group, LLC
DECREASED9,35010,550-1,200-11%$260.2K$221.6K-$38.6K2026-10-26
FC Advisory LLC
DECREASED9,34615,414-6,068-39%$380.1K$221.5K-$158.6K2026-10-05
Northland Capital Management LLC
NEW9,250—+9,250——$219.2K—2026-10-15
Pinnacle Associates LTD
NEW9,225—+9,225——$218.6K—2026-10-20
BCS Wealth Management
INCREASED9,2059,130+75+1%$225.1K$218.2K-$7.0K2026-11-03
Independent Wealth Network Inc.
NEW9,182—+9,182——$217.6K—2026-10-19
Allen Capital Group, LLC
DECREASED9,11411,860-2,746-23%$292.5K$216.0K-$76.5K2026-10-27
New Hampshire Trust
DECREASED9,02027,856-18,836-68%$686.9K$213.8K-$473.2K2026-10-20
Wealth Management Partners, LLC
NEW8,969—+8,969——$212.6K—2026-10-21
Compass Capital Management, Inc
DECREASED8,93713,981-5,044-36%$344.8K$211.8K-$133.0K2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED8,9258,92500%$220.1K$211.5K-$8.6K2026-10-22
Compass Financial Management LLC
DECREASED8,8819,460-579-6%$233.3K$210.5K-$22.8K2026-10-30
CGC Financial Services, LLC
UNCHANGED8,6808,68000%$214.0K$205.7K-$8.3K2026-10-13
Mach-1 Financial Group, LLC
NEW8,643—+8,643——$204.8K—2026-11-06
Axxcess Wealth Management, LLC
NEW8,570—+8,570——$203.1K—2026-10-21
Laurel OAK Wealth Management, LLC
INCREASED8,5248,192+332+4%$202.0K$202.0K+$52026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED6,0789,252-3,174-34%$228.2K$144.0K-$84.1K2026-11-03
Dorato Capital Management
UNCHANGED5,8715,87100%$143.8K$139.1K-$4.8K2026-10-08
Private Wealth Management Group, LLC
UNCHANGED5,6805,68000%$140.1K$134.6K-$5.5K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED5,4943,709+1,785+48%$91.5K$130.2K+$38.8K2026-10-30
Rossby Financial, LCC
INCREASED5,2605,001+259+5%$123.3K$124.7K+$1.3K2026-11-05
Ascentis Independent Advisors
NEW5,006—+5,006——$118.6K—2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED4,8244,778+46+1%$117.8K$114.3K-$3.5K2026-10-27
Maseco LLP
NEW4,791—+4,791——$113.6K—2026-10-27
Ashton Thomas Securities, LLC
INCREASED4,6804,670+10+0%$115.2K$110.9K-$4.2K2026-10-26
Networth Advisors, LLC
DECREASED4,0024,400-398-9%$108.5K$94.8K-$13.7K2026-11-03
Bullock Wealth Management Group
INCREASED3,5513,525+26+1%$86.5K$84.1K-$2.4K2026-10-09
Breakwater Investment Management
UNCHANGED3,0323,03200%$74.8K$71.9K-$2.9K2026-10-20
PFS Partners, LLC
UNCHANGED2,9532,95300%$72.8K$70.0K-$2.8K2026-10-21
Private Trust Co NA
NEW2,893—+2,893——$68.6K—2026-10-20
Rosenberg Matthew Hamilton
INCREASED2,0411,570+471+30%$38.7K$48.4K+$9.7K2026-10-05
Hamilton Point Investment Advisors, LLC
UNCHANGED1,9201,92000%$47.3K$45.5K-$1.8K2026-11-03
Valley National Advisers Inc
UNCHANGED1,6901,69000%$41.7K$40.1K-$1.6K2026-10-23
Richardson Financial Services Inc.
NEW1,655—+1,655——$39.2K—2026-10-30
Nova Financial LLC
NEW1,642—+1,642——$38.9K—2026-11-04
Kingdom Financial Group Llc.
NEW1,371—+1,371——$32.5K—2026-11-04
Root Financial Partners, LLC
NEW1,327—+1,327——$31.5K—2026-10-21
Mather Group, Llc.
INCREASED1,232709+523+74%$17.5K$29.2K+$11.7K2026-10-14
Burk Holdings LLC
INCREASED1,1451,143+2+0%$28.2K$27.1K-$1.1K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED1,0981,09800%$27.1K$26.0K-$1.1K2026-10-23
Blue Trust, Inc.
NEW1,044—+1,044——$24.7K—2026-10-15
Asset Dedication, LLC
UNCHANGED96496400%$23.8K$22.8K-$9262026-11-03
Grey Ledge Advisors, LLC
INCREASED861157+704+448%$3.9K$20.4K+$16.5K2026-11-02
NBT Bank, N.A.
UNCHANGED73273200%$18.1K$17.3K-$7032026-10-21
Peachtree Investment Partners, LLC
UNCHANGED70070000%$17.3K$16.6K-$6722026-11-05
Cdkv Holdings LLC
UNCHANGED62962900%$15.5K$14.9K-$6042026-10-28
Latitude Advisors, LLC
NEW547—+547——$13.0K—2026-10-27
Russell Investments Group, Ltd.
NEW521—+521——$12.3K—2026-11-06
Signature Equity Partners, LLC
INCREASED517469+48+10%$11.6K$12.3K+$6892026-10-29
Bayban
UNCHANGED50250200%$12.4K$12.4K$02026-11-05
Silver Grove Financial Group, Inc.
NEW459—+459——$10.9K—2026-11-05
Mosley Wealth Management
UNCHANGED27227200%$6.7K$6.5K-$2182026-10-16
Jacobi Capital Management LLC
NEW256—+256——$6.1K—2026-11-05
Community Financial Services Group, LLC
UNCHANGED23223200%$5.7K$5.5K-$2002026-10-15
Bay Harbor Wealth Management, LLC
NEW229—+229——$5.4K—2026-11-03
Hoey Investments, Inc
DECREASED1791,463-1,284-88%$36.1K$4.2K-$31.8K2026-10-29
McCarley & Cook Financial Planners
UNCHANGED16816800%$4.1K$4.0K-$1612026-10-21
Register Financial Advisors LLC
NEW166—+166——$3.9K—2026-10-23
Main Street Group, LTD
UNCHANGED14514500%$3.6K$3.4K-$1392026-10-28
Balance Wealth Partners LLC
NEW141—+141——$3.3K—2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED13613600%$3.4K$3.2K-$1312026-11-02
Armstrong Advisory Group, Inc
UNCHANGED12012000%$3.0K$2.8K-$1162026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED11611600%$2.9K$2.7K-$1122026-10-16
Financial Management Professionals, Inc.
UNCHANGED11011000%$2.7K$2.6K-$1062026-10-23
AlphaCore Capital LLC
UNCHANGED949400%$2.3K$2.2K-$902026-11-04
Archer Investment Corp
DECREASED634,382-4,319-99%$108.1K$1.5K-$106.6K2026-11-05
Golden State Wealth Management, LLC
NEW62—+62——$1.5K—2026-11-02
Lodestone Wealth Management LLC
UNCHANGED565600%$1.4K$1.3K-$542026-10-14
Central Trust Co
DECREASED5271-19-27%$1.8K$1.2K-$5182026-11-05
Salomon & Ludwin, LLC
UNCHANGED505000%$1.2K$1.2K-$432026-10-29
Owl Creek Wealth Partners LLC
NEW43—+43——$1.0K—2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED404000%$986$948-$382026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED333300%$814$783-$312026-10-20
Parallel Advisors, LLC
DECREASED261,496-1,470-98%$36.9K$616-$36.3K2026-11-03
Lloyd Advisory Services, Llc.
NEW17—+17——$406—2026-11-02
St. Johns Investment Management Company, LLC
UNCHANGED101000%$247$237-$102026-10-30
Signature Resources Capital Management, LLC
UNCHANGED5500%$123$118-$52026-10-16
Morling Financial Advisors, LLC
UNCHANGED1100%$15$14-$12026-10-28
Activest Wealth Management
UNCHANGED1100%$25$24-$12026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0404,337-404,337-100%$404.3K$0-$404.3K2026-10-14
One Degree Advisors Inc
CLOSED0379,789-379,789-100%$9.3M$0-$9.3M2026-11-06
Collaborative Fund Advisors, LLC
CLOSED0118,692-118,692-100%$2.9M$0-$2.9M2026-11-02
Columbus Macro, LLC
CLOSED082,617-82,617-100%$2.0M$0-$2.0M2026-10-14
Broussard Financial Group LLC
CLOSED041,020-41,020-100%$1.0M$0-$1.0M2026-10-26
Intelligence Driven Advisers, LLC
CLOSED028,973-28,973-100%$714.5K$0-$714.5K2026-10-09
VAN Strum & Towne Inc.
CLOSED027,245-27,245-100%$671.9K$0-$671.9K2026-11-06
rebel Financial LLC
CLOSED021,019-21,019-100%$518.3K$0-$518.3K2026-11-04
Pacific Capital Wealth Advisors, Inc.
CLOSED017,969-17,969-100%$443.1K$0-$443.1K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED017,891-17,891-100%$441.2K$0-$441.2K2026-10-26
Facet Wealth, Inc.
CLOSED014,687-14,687-100%$362.2K$0-$362.2K2026-11-04
Transmarket Holdings LP
CLOSED013,229-13,229-100%$326.2K$0-$326.2K2026-10-27
R2 Capital Strategies, LLC
CLOSED012,364-12,364-100%$304.9K$0-$304.9K2026-10-15
RDA Financial Network
CLOSED09,365-9,365-100%$230.9K$0-$230.9K2026-10-15
Seek First Inc.
CLOSED08,378-8,378-100%$206.6K$0-$206.6K2026-10-27
Acropolis Investment Management, LLC
CLOSED08,344-8,344-100%$205.8K$0-$205.8K2026-10-08
GenTrust, LLC
CLOSED08,150-8,150-100%$201.0K$0-$201.0K2026-11-06
International Assets Investment Management, LLC
CLOSED05,820-5,820-100%$142.9K$0-$142.9K2026-11-02
AdvisorNet Financial, Inc
CLOSED05,456-5,456-100%$134.5K$0-$134.5K2026-10-15
West Paces Advisors Inc.
CLOSED05,030-5,030-100%$124.0K$0-$124.0K2026-10-13
MassMutual Private Wealth & Trust, FSB
CLOSED03,137-3,137-100%$77.4K$0-$77.4K2026-10-05
Robinswood Financial LLC
CLOSED02,914-2,914-100%$71.9K$0-$71.9K2026-10-20
Key Capital Management, Inc
CLOSED01,481-1,481-100%$36.5K$0-$36.5K2026-11-03
Angeles Wealth Management, LLC
CLOSED01,419-1,419-100%$35.0K$0-$35.0K2026-10-26
Gill Capital Partners, LLC
CLOSED0884-884-100%$21.8K$0-$21.8K2026-10-13
MCF Advisors LLC
CLOSED0875-875-100%$21.6K$0-$21.6K2026-10-28
LifeSteps Financial, Inc.
CLOSED0562-562-100%$13.9K$0-$13.9K2026-10-15
Cornerstone Planning Group LLC
CLOSED0480-480-100%$11.7K$0-$11.7K2026-10-16
CrossGen Wealth, LLC
CLOSED0374-374-100%$9.2K$0-$9.2K2026-10-30
Princeton Global Asset Management LLC
CLOSED0200-200-100%$4.9K$0-$4.9K2026-10-21
Pacifica Partners Inc.
CLOSED0180-180-100%$4.4K$0-$4.4K2026-10-09
Wolff Wiese Magana LLC
CLOSED0167-167-100%$4.1K$0-$4.1K2026-10-15
Simplex Trading, LLC
CLOSED0166-166-100%$4.1K$0-$4.1K2026-11-04
Avion Wealth
CLOSED036-36-100%$0$0$02026-11-04
Solstein Capital, LLC
CLOSED018-18-100%$444$0-$4442026-11-02
Wagner Wealth Management, LLC
CLOSED06-6-100%$158$0-$1582026-10-21
Montag A & Associates Inc
CLOSED000—$6$0-$62026-10-29
Kozak & Associates, Inc.
CLOSED000—$8$0-$82026-10-29
Charles Schwab Investment Management Inc
N/A—263,437,179-263,437,179-100%$6.5B———
Royal Bank of Canada
N/A—18,731,210-18,731,210-100%$461.9M———
Ameriprise Financial Inc
N/A—13,544,801-13,544,801-100%$334.0M———
Envestnet Asset Management Inc
N/A—9,469,330-9,469,330-100%$233.5M———
Stifel Financial Corp
N/A—6,666,844-6,666,844-100%$164.4M———
JPMorgan Chase & Co
N/A—6,339,063-6,339,063-100%$156.8M———
Alliancebernstein L.P.
N/A—5,800,038-5,800,038-100%$144.5M———
Bank of America Corp
N/A—5,354,373-5,354,373-100%$132.0M———
Empowered Funds, LLC
N/A—2,862,224-2,862,224-100%$70.3M———
Wells Fargo & Company
N/A—2,724,707-2,724,707-100%$67.2M———
FLC Capital Advisors
N/A—1,788,067-1,788,067-100%$44.1M———
Baird Financial Group, Inc.
N/A—1,714,671-1,714,671-100%$42.3M———
Morgan Stanley
N/A—1,669,051-1,669,051-100%$41.2M———
MML Investors Services, LLC
N/A—1,626,073-1,626,073-100%$40.1M———
Cerity Partners LLC
N/A—1,550,382-1,550,382-100%$38.2M———
Cetera Investment Advisers
N/A—1,536,279-1,536,279-100%$37.9M———
Advisory Alpha, LLC
N/A—1,527,811-1,527,811-100%$37.7M———
Foster & Motley Inc
N/A—1,408,799-1,408,799-100%$34.7M———
Jones Financial Companies Lllp
N/A—999,811-999,811-100%$24.7M———
Summit Financial, LLC
N/A—975,260-975,260-100%$24.0M———
Tradition Wealth Management, LLC
N/A—956,897-956,897-100%$23.6M———
HC Advisors, LLC
N/A—899,393-899,393-100%$22.2M———
Waverly Advisors, LLC
N/A—842,589-842,589-100%$20.8M———
UBS Group AG
N/A—678,451-678,451-100%$16.7M———
Arax Advisory Partners
N/A—633,193-633,193-100%$15.6M———
Madison Asset Management, LLC
N/A—623,073-623,073-100%$15.4M———
WorthPointe, LLC
N/A—569,571-569,571-100%$14.0M———
Bank of Montreal
N/A—560,068-560,068-100%$13.8M———
Franklin Resources Inc
N/A—540,148-540,148-100%$13.3M———
Tidal Investments LLC
N/A—507,102-507,102-100%$12.5M———
Vestmark Advisory Solutions, Inc.
N/A—475,171-475,171-100%$11.7M———
Raymond James Financial Inc
N/A—449,292-449,292-100%$11.1M———
Cadia Private Client LLC
N/A—413,093-413,093-100%$10.2M———
Savvy Advisors, Inc.
N/A—379,058-379,058-100%$9.3M———
Susquehanna International Group, LLP
N/A—377,107-377,107-100%$9.3M———
Osaic Holdings, Inc.
N/A—369,893-369,893-100%$9.1M———
Benjamin Edwards Inc
N/A—363,473-363,473-100%$9.0M———
Act Two Investors LLC
N/A—354,554-354,554-100%$8.7M———
Centric Wealth Management
N/A—351,983-351,983-100%$8.7M———
BlackRock, Inc.
N/A—346,927-346,927-100%$8.6M———
Cloud Capital Management, LLC
N/A—340,018-340,018-100%$8.4M———
Maridea Wealth Management LLC
N/A—326,838-326,838-100%$8.1M———
Dock Street Asset Management Inc
N/A—321,384-321,384-100%$7.9M———
Focus Partners Wealth
N/A—316,775-316,775-100%$7.8M———
Vident Advisory, LLC
N/A—301,507-301,507-100%$7.4M———
Payne Capital LLC
N/A—293,454-293,454-100%$7.2M———
Foundations Investment Advisors, LLC
N/A—281,773-281,773-100%$6.9M———
Stillwater Private Wealth, LLC
N/A—280,763-280,763-100%$6.9K———
Captrust Financial Advisors
N/A—251,565-251,565-100%$6.2M———
Harvest Portfolios Group Inc.
N/A—227,487-227,487-100%$5.6M———
Jane Street Group, LLC
N/A—213,450-213,450-100%$5.3M———
Modus Advisors, LLC
N/A—202,957-202,957-100%$5.0M———
Hilltop Partners LLC
N/A—197,785-197,785-100%$4.9M———
Mariner, LLC
N/A—196,921-196,921-100%$4.9M———
Libra Wealth LLC
N/A—193,674-193,674-100%$4.8M———
Janney Montgomery Scott LLC
N/A—192,892-192,892-100%$4.8M———
Inspire Advisors, LLC
N/A—192,564-192,564-100%$4.7M———
IEQ Capital, LLC
N/A—183,194-183,194-100%$4.5M———
Ausdal Financial Partners, Inc.
N/A—172,242-172,242-100%$4.2M———
Renaissance Technologies LLC
N/A—170,300-170,300-100%$4.2M———
Hutchinson Capital Management
N/A—162,823-162,823-100%$4.0M———
Envestnet Portfolio Solutions, Inc.
N/A—151,051-151,051-100%$3.7M———
Northwestern Mutual Wealth Management Co
N/A—139,375-139,375-100%$3.4M———
Blair William & Co
N/A—132,995-132,995-100%$3.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—130,628-130,628-100%$3.2M———
Principal Securities, Inc.
N/A—130,073-130,073-100%$3.2M———
Noble Wealth Partners LLC
N/A—127,847-127,847-100%$3.2M———
GTS Securities LLC
N/A—126,305-126,305-100%$3.1M———
Stratos Wealth Partners, Ltd.
N/A—118,567-118,567-100%$2.9M———
Leavell Investment Management, Inc.
N/A—118,393-118,393-100%$2.9M———
SCS Capital Management LLC
N/A—100,217-100,217-100%$2.5M———
Empirical Asset Management, LLC
N/A—98,159-98,159-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—97,821-97,821-100%$2.4M———
Greenline Partners, LLC
N/A—96,707-96,707-100%$2.4M———
Betterment LLC
N/A—95,790-95,790-100%$2.4M———
Passive Capital Management, Llc.
N/A—92,914-92,914-100%$2.3M———
HighTower Advisors, LLC
N/A—88,552-88,552-100%$2.2M———
National Bank of Canada
N/A—88,054-88,054-100%$2.2M———
UBS Asset Management Americas LLC
N/A—84,968-84,968-100%$2.1M———
Mercer Global Advisors Inc
N/A—78,097-78,097-100%$1.9M———
Sanctuary Advisors, LLC
N/A—77,173-77,173-100%$1.9M———
NorthRock Partners, LLC
N/A—74,296-74,296-100%$1.8M———
Natixis Advisors, LLC
N/A—73,947-73,947-100%$1.8M———
Mendel Capital Management LLC
N/A—73,905-73,905-100%$1.8M———
Pure Financial Advisors, LLC
N/A—73,393-73,393-100%$1.8M———
Goldman Sachs Group Inc
N/A—70,866-70,866-100%$1.7M———
Financial Engines Advisors L.L.C.
N/A—69,991-69,991-100%$1.7M———
World Investment Advisors
N/A—66,379-66,379-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—66,080-66,080-100%$1.6M———
Flow Traders U.S. LLC
N/A—62,200-62,200-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—58,124-58,124-100%$1.4M———
Commerce Bank
N/A—58,073-58,073-100%$1.4M———
Old Mission Capital LLC
N/A—57,117-57,117-100%$1.4M———
Asset Management Group, Inc.
N/A—52,690-52,690-100%$1.3M———
Wealthgarden F.S. LLC
N/A—51,679-51,679-100%$1.3M———
CacheTech Inc.
N/A—50,623-50,623-100%$1.2M———
Adams Wealth Management
N/A—50,623-50,623-100%$1.2M———
Belpointe Asset Management LLC
N/A—48,877-48,877-100%$1.2M———
JDM Financial Group LLC
N/A—46,928-46,928-100%$1.2M———
Madden Advisory Services, Inc.
N/A—44,463-44,463-100%$1.1M———
Wealthspire Retirement, LLC
N/A—44,357-44,357-100%$1.1M———
GWN Securities Inc.
N/A—44,060-44,060-100%$1.1M———
Frisch Financial Group, Inc.
N/A—43,828-43,828-100%$1.1M———
CreativeOne Wealth, LLC
N/A—42,628-42,628-100%$1.1M———
Hexagon Capital Partners LLC
N/A—40,962-40,962-100%$1.0M———
Trivium Point Advisory, LLC
N/A—39,144-39,144-100%$965.3K———
Manhattan West Asset Management, LLC
N/A—37,930-37,930-100%$935.4K———
Cresset Asset Management, LLC
N/A—36,573-36,573-100%$901.9K———
Private Advisor Group, LLC
N/A—36,448-36,448-100%$898.8K———
NewEdge Advisors, LLC
N/A—36,201-36,201-100%$892.7K———
Fiduciary Trust Co
N/A—35,076-35,076-100%$865.0K———
IHT Wealth Management, LLC
N/A—34,362-34,362-100%$847.4K———
Advyzon Investment Management, LLC
N/A—34,311-34,311-100%$846.1K———
Beacon Pointe Advisors, LLC
N/A—33,070-33,070-100%$815.5K———
Stokes Family Office, LLC
N/A—32,128-32,128-100%$792.3K———
OneAscent Financial Services LLC
N/A—30,025-30,025-100%$740.4K———
Regal Investment Advisors LLC
N/A—30,016-30,016-100%$740.2K———
Independent Advisor Alliance
N/A—29,298-29,298-100%$722.5K———
Advisors Asset Management, Inc.
N/A—29,286-29,286-100%$722.2K———
Phil A. Younker & Associates, Ltd.
N/A—28,888-28,888-100%$712.4K———
RED Reef Advisors LLC
N/A—28,633-28,633-100%$706.1K———
Empower Advisory Group, LLC
N/A—28,405-28,405-100%$700.5K———
HighPoint Advisor Group LLC
N/A—28,157-28,157-100%$694.4K———
Snowden Capital Advisors LLC
N/A—27,720-27,720-100%$683.6K———
Quantinno Capital Management LP
N/A—24,699-24,699-100%$609.1K———
Alesco Advisors, LLC, An ESL Co
N/A—24,421-24,421-100%$602.2K———
Keyvantage Wealth, LLC
N/A—22,091-22,091-100%$544.8K———
Roundview Capital LLC
N/A—22,019-22,019-100%$543.0K———
FMR LLC
N/A—21,784-21,784-100%$537.2K———
Rockbridge Investment Management, LCC
N/A—21,510-21,510-100%$530.4K———
Citadel Advisors LLC
N/A—20,887-20,887-100%$515.1K———
Flputnam Investment Management Co
N/A—20,534-20,534-100%$506.4K———
Mutual Advisors, LLC
N/A—19,721-19,721-100%$486.3K———
M. Kulyk & Associates, LLC
N/A—19,663-19,663-100%$484.9K———
Transamerica Financial Advisors, LLC
N/A—17,859-17,859-100%$440.4K———
Capital Analysts, LLC
N/A—17,288-17,288-100%$426.0K———
WNY Asset Management, LLC
N/A—16,208-16,208-100%$399.7K———
Orion Porfolio Solutions, LLC
N/A—16,003-16,003-100%$394.6K———
J.E. Simmons & Co., P.C.
N/A—15,933-15,933-100%$392.9K———
Focus Partners Advisor Solutions, LLC
N/A—15,805-15,805-100%$389.8K———
EP Wealth Advisors, LLC
N/A—15,155-15,155-100%$373.7K———
Note Advisors, LLC
N/A—14,968-14,968-100%$369.1K———
Thompson David Blair
N/A—14,784-14,784-100%$364.6K———
Sonoma Private Wealth LLC
N/A—14,449-14,449-100%$356.3K———
GeoWealth Management, LLC
N/A—14,017-14,017-100%$345.7K———
Seneschal Advisors, LLC
N/A—13,865-13,865-100%$341.9K———
Advisory Services Network, LLC
N/A—13,534-13,534-100%$333.7K———
Coastal Bridge Advisors, LLC
N/A—13,169-13,169-100%$324.7K———
L2 Asset Management, LLC
N/A—12,703-12,703-100%$313.2K———
Johnson Investment Counsel Inc
N/A—11,912-11,912-100%$293.8K———
Spartan Wealth Advisory Services LLC
N/A—11,879-11,879-100%$292.9K———
RB Capital Management, LLC
N/A—11,339-11,339-100%$279.6K———
OneDigital Investment Advisors LLC
N/A—10,991-10,991-100%$271.0K———
Invst, LLC
N/A—10,817-10,817-100%$266.7K———
Kingsview Wealth Management, LLC
N/A—10,732-10,732-100%$264.7K———
Orleans Capital Management Corp
N/A—10,000-10,000-100%$246.6K———
Anchor Bay Capital, Inc.
N/A—9,598-9,598-100%$233.9K———
SouthState Bank Corp
N/A—9,266-9,266-100%$228.5K———
AQR Capital Management LLC
N/A—9,218-9,218-100%$227.3K———
Chancellor Financial Group WB LP
N/A—9,168-9,168-100%$226.1K———
Modern Wealth Management, LLC
N/A—9,131-9,131-100%$225.2K———
Kilter Group LLC
N/A—8,650-8,650-100%$213.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—8,537-8,537-100%$210.5K———
Rockefeller Capital Management L.P.
N/A—8,427-8,427-100%$207.8K———
FSB Premier Wealth Management, Inc.
N/A—8,170-8,170-100%$201.5K———
Aptus Capital Advisors, LLC
N/A—7,856-7,856-100%$193.7K———
Global Retirement Partners, LLC
N/A—7,686-7,686-100%$189.5K———
BFC Planning, Inc.
N/A—7,542-7,542-100%$186.0K———
Caitlin John, LLC
N/A—6,224-6,224-100%$153.5K———
Hollencrest Capital Management
N/A—5,935-5,935-100%$146.4K———
Smartleaf Asset Management LLC
N/A—5,616-5,616-100%$138.9K———
Fiduciary Financial Advisors
N/A—5,219-5,219-100%$128.7K———
Harbour Investments, Inc.
N/A—5,068-5,068-100%$125.0K———
Steward Partners Investment Advisory, LLC
N/A—4,672-4,672-100%$115.2K———
O'shaughnessy Asset Management, LLC
N/A—4,639-4,639-100%$114.4K———
AE Wealth Management LLC
N/A—4,258-4,258-100%$105.0K———
C M Bidwell & Associates LTD
N/A—3,940-3,940-100%$97.2K———
JPL Wealth Management, LLC
N/A—3,753-3,753-100%$92.5K———
Crews Bank & Trust
N/A—2,927-2,927-100%$72.2K———
PIN OAK Investment Advisors Inc
N/A—2,513-2,513-100%$62.0K———
Huntington National Bank
N/A—2,472-2,472-100%$61.0K———
IFG Advisory, LLC
N/A—2,274-2,274-100%$56.1K———
Bartlett & Co. Wealth Management LLC
N/A—2,273-2,273-100%$56.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,005-2,005-100%$49.4K———
Geneos Wealth Management Inc.
N/A—1,965-1,965-100%$48.5K———
Howe & Rusling Inc
N/A—1,787-1,787-100%$44.1K———
Kerr Financial Planning Corp
N/A—1,645-1,645-100%$40.6K———
HM Payson & Co
N/A—1,454-1,454-100%$35.9K———
Roble, Belko & Company, Inc
N/A—1,444-1,444-100%$36———
Strategic Wealth Partners, Ltd.
N/A—1,118-1,118-100%$27.6K———
Aventura Private Wealth, LLC
N/A—998-998-100%$24.6K———
Brown Brothers Harriman & Co
N/A—490-490-100%$12.1K———
Atomic Invest LLC
N/A—481-481-100%$11.9K———
Ballast Advisors LLC
N/A—444-444-100%$10.9K———
Godfrey Financial Associates, Inc.
N/A—405-405-100%$10.0K———
Anchor Investment Management, LLC
N/A—349-349-100%$8.6K———
Front Row Advisors LLC
N/A—300-300-100%$7.3K———
Rothschild Investment LLC
N/A—185-185-100%$4.6K———
IMA Advisory Services, Inc.
N/A—184-184-100%$4.5K———
Vanguard Advisers Inc
N/A—175-175-100%$4.3K———
Hantz Financial Services, Inc.
N/A—164-164-100%$4———
Whittier Trust Co of Nevada Inc
N/A—158-158-100%$3.9K———
Bogart Wealth, LLC
N/A—143-143-100%$3.5K———
Millstone Evans Group, LLC
N/A—136-136-100%$3.4K———
Harborfront Financial Group LLC
N/A—124-124-100%$3.0K———
Topsail Wealth Management, LLC
N/A—122-122-100%$3.0K———
Medallion Wealth Advisors, LLC
N/A—121-121-100%$3.0K———
Ameritas Investment Partners, Inc.
N/A—98-98-100%$2.4K———
Wiser Advisor Group LLC
N/A—87-87-100%$2.1K———
Bellevue Asset Management, LLC
N/A—86-86-100%$2.1K———
Morris Financial Concepts, Inc.
N/A—58-58-100%$1.4K———
Continuum Advisory, LLC
N/A—58-58-100%$1.4K———
Glassman Wealth Services
N/A—36-36-100%$888———
Meramec Financial Planners, LLC
N/A—29-29-100%$697———
Basepoint Wealth LLC
N/A—23-23-100%$569———
Vestwell Advisors, LLC
N/A—00—$7———
Showing 556 of 556 institutions