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Schwab Short-Term US Treas (SCHO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keystone Global Partners, LLC
INCREASED
Shares121,561,318 from 17,813
Change+121,543,505 (+682330%)
Value$2.9M (+$2.5M)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares5,182,587 from 4,431,584
Change+751,003 (+17%)
Value$123.7M (+$16.7M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,479,076 from 4,095,259
Change+383,817 (+9%)
Value$106.9M (+$8.3M)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares4,412,615 from 4,082,346
Change+330,269 (+8%)
Value$105.3M (+$6.7M)
Filed 2026-10-15
Bangor Savings Bank
INCREASED
Shares2,768,028 from 2,758,500
Change+9,528 (+0%)
Value$66.0M (-$545.1K)
Filed 2026-10-06
Midwest Trust Co
INCREASED
Shares2,560,505 from 2,533,641
Change+26,864 (+1%)
Value$61.1M (-$68.4K)
Filed 2026-10-22
LVW Advisors, LLC
INCREASED
Shares2,411,339 from 2,182,846
Change+228,493 (+10%)
Value$57.5M (+$4.8M)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares2,355,066 from 2,304,888
Change+50,178 (+2%)
Value$56.2M (+$551.9K)
Filed 2026-10-13
TruNorth Capital Management, LLC
INCREASED
Shares2,236,620 from 2,111,731
Change+124,889 (+6%)
Value$53.4M (+$2.4M)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares1,954,478 from 1,650,711
Change+303,767 (+18%)
Value$46.6M (+$6.8M)
Filed 2026-10-22
High Probability Advisors, LLC
INCREASED
Shares1,839,651 from 1,758,868
Change+80,783 (+5%)
Value$43.9M (+$1.4M)
Filed 2026-10-19
Stephens Group Asset Management, LLC
INCREASED
Shares1,712,575 from 1,612,677
Change+99,898 (+6%)
Value$40.9M (+$1.9M)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,695,337 from 1,696,406
Change-1,069 (0%)
Value$40.5M (-$500.5K)
Filed 2026-10-05
Willis Johnson Wealth, Inc.
INCREASED
Shares1,672,996 from 1,610,643
Change+62,353 (+4%)
Value$39.9M (+$1.0M)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares1,645,605 from 1,644,809
Change+796 (+0%)
Value$39.3M (-$441.6K)
Filed 2026-10-14
United Capital Management of KS, Inc.
INCREASED
Shares1,248,302 from 1,208,778
Change+39,524 (+3%)
Value$29.8M (+$604.6K)
Filed 2026-11-04
MBM Wealth Consultants, LLC
INCREASED
Shares1,200,012 from 1,110,545
Change+89,467 (+8%)
Value$28.6M (+$1.8M)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares1,138,810 from 1,083,719
Change+55,091 (+5%)
Value$27.2M (+$1.0M)
Filed 2026-10-13
Charles Schwab Trust Co
DECREASED
Shares1,083,293 from 1,139,286
Change-55,993 (-5%)
Value$25.8M (-$1.7M)
Filed 2026-10-15
Holcombe Financial, Inc.
INCREASED
Shares1,040,555 from 1,025,561
Change+14,994 (+1%)
Value$24.8M (+$70.6K)
Filed 2026-10-16
Journey Advisory Group, LLC
INCREASED
Shares1,001,217 from 900,961
Change+100,256 (+11%)
Value$23.9M (+$2.1M)
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED
Shares949,186 from 965,268
Change-16,082 (-2%)
Value$22.6M (-$654.0K)
Filed 2026-10-08
Black Diamond Financial, LLC
INCREASED
Shares940,565 from 821,997
Change+118,568 (+14%)
Value$22.4M (+$2.6M)
Filed 2026-10-26
Kestra Investment Management, LLC
INCREASED
Shares920,538 from 891,421
Change+29,117 (+3%)
Value$22.0M (+$445.1K)
Filed 2026-11-04
KRM Wealth Management L.L.C.
INCREASED
Shares869,135 from 780,780
Change+88,355 (+11%)
Value$20.7M (+$1.9M)
Filed 2026-11-02
Courage Miller Partners, LLC
INCREASED
Shares867,904 from 850,858
Change+17,046 (+2%)
Value$20.7M (+$168.5K)
Filed 2026-10-21
Novem Group
INCREASED
Shares865,926 from 826,202
Change+39,724 (+5%)
Value$20.7M (+$716.5K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED
Shares848,790 from 809,728
Change+39,062 (+5%)
Value$20.3M (+$705.3K)
Filed 2026-10-23
Fund Evaluation Group, LLC
UNCHANGED
Shares772,924 from 772,924
Change0 (0%)
Value$18.4M (-$216.4K)
Filed 2026-11-05
Prairiewood Capital, LLC
INCREASED
Shares698,165 from 621,511
Change+76,654 (+12%)
Value$16.7M (+$1.7M)
Filed 2026-10-16
Robinswood Financial LLC
INCREASED
Shares693,423 from 682,357
Change+11,066 (+2%)
Value$16.6M (+$100.7K)
Filed 2026-10-20
Clear Retirement Advice LLC
INCREASED
Shares690,428 from 669,894
Change+20,534 (+3%)
Value$16.5M (+$302.4K)
Filed 2026-10-22
AdvisorNet Financial, Inc
DECREASED
Shares689,127 from 847,580
Change-158,453 (-19%)
Value$16.4M (-$4.0M)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares672,701 from 652,259
Change+20,442 (+3%)
Value$16.1M (+$305.1K)
Filed 2026-10-08
Arnold Financial Planning LLC
INCREASED
Shares630,527 from 547,509
Change+83,018 (+15%)
Value$15.0M (+$1.8M)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares607,585 from 611,439
Change-3,854 (-1%)
Value$14.5M (-$263.2K)
Filed 2026-10-01
Farther Finance Advisors, LLC
DECREASED
Shares592,259 from 677,248
Change-84,989 (-13%)
Value$14.1M (-$2.2M)
Filed 2026-10-08
Towneley Capital Management, Inc / de
INCREASED
Shares562,783 from 557,119
Change+5,664 (+1%)
Value$13.4M (-$20.9K)
Filed 2026-10-09
Wealth Forward, LLC
INCREASED
Shares544,703 from 28,265
Change+516,438 (+1827%)
Value$13.0M (+$12.3M)
Filed 2026-10-14
Inspire Investing, LLC
DECREASED
Shares544,230 from 628,888
Change-84,658 (-13%)
Value$13.0M (-$2.2M)
Filed 2026-10-22
Peterson Wealth Advisors, LLC
INCREASED
Shares531,181 from 487,954
Change+43,227 (+9%)
Value$12.7M (+$894.8K)
Filed 2026-10-08
Marotta Asset Management
DECREASED
Shares526,754 from 558,418
Change-31,664 (-6%)
Value$12.6M (-$861.6K)
Filed 2026-10-02
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares524,983 from 507,188
Change+17,795 (+4%)
Value$12.5M (+$282.6K)
Filed 2026-10-13
Phillip James Consulting Co.
INCREASED
Shares495,729 from 488,526
Change+7,203 (+1%)
Value$11.8M (+$36.3K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares492,480 from 520,307
Change-27,827 (-5%)
Value$11.8M (-$809.6K)
Filed 2026-11-05
Clarity Wealth Development LLC
INCREASED
Shares488,420 from 337,232
Change+151,188 (+45%)
Value$11.7M (+$3.5M)
Filed 2026-10-22
First National Trust Co
INCREASED
Shares472,337 from 464,458
Change+7,879 (+2%)
Value$11.3M (+$57.9K)
Filed 2026-10-28
Sims Investment Management, LLC
INCREASED
Shares471,683 from 455,538
Change+16,145 (+4%)
Value$11.3M (+$257.7K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares466,659 from 562,000
Change-95,341 (-17%)
Value$11.1M (-$2.4M)
Filed 2026-11-05
Brown Wealth Management, LLC
INCREASED
Shares431,617 from 409,958
Change+21,659 (+5%)
Value$10.3M (+$402.0K)
Filed 2026-10-20
Milestone Investment Advisors LLC
INCREASED
Shares429,910 from 407,543
Change+22,367 (+5%)
Value$10.3M (+$419.6K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
DECREASED
Shares420,054 from 467,341
Change-47,287 (-10%)
Value$10.0M (-$1.3M)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares416,287 from 904,197
Change-487,910 (-54%)
Value$9.9M (-$12.0M)
Filed 2026-11-06
Rosenberg Matthew Hamilton
INCREASED
Shares409,323 from 391,123
Change+18,200 (+5%)
Value$9.8M (+$324.7K)
Filed 2026-10-05
Maltin Wealth Management, Inc.
INCREASED
Shares409,025 from 312,086
Change+96,939 (+31%)
Value$9.8M (+$2.2M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares404,817 from 350,692
Change+54,125 (+15%)
Value$9.7K (-$8.5M)
Filed 2026-11-02
Western Reserve Capital Management, LLC
INCREASED
Shares400,209 from 374,271
Change+25,938 (+7%)
Value$9.5M (+$514.1K)
Filed 2026-10-14
Sherman Asset Management, Inc.
INCREASED
Shares350,112 from 61,718
Change+288,394 (+467%)
Value$8.4M (+$6.9M)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares333,742 from 359,258
Change-25,516 (-7%)
Value$8.0M (-$709.4K)
Filed 2026-10-28
Farrow Financial, Inc.
INCREASED
Shares332,700 from 301,665
Change+31,035 (+10%)
Value$7.9M (+$656.0K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares327,329 from 374,721
Change-47,392 (-13%)
Value$7.8M (-$1.2M)
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares321,339 from 325,596
Change-4,257 (-1%)
Value$7.7M (-$192.7K)
Filed 2026-10-30
SMI Advisory Services, LLC
INCREASED
Shares321,191 from 321,160
Change+31 (+0%)
Value$7.7M (-$73.1K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
NEW
Shares319,545
Change+319,545
Value$7.6M
Filed 2026-10-09
Plan A Wealth LLC
INCREASED
Shares310,692 from 288,517
Change+22,175 (+8%)
Value$7.4M (+$448.3K)
Filed 2026-10-08
Fifth Third Securities, Inc.
INCREASED
Shares310,265 from 260,239
Change+50,026 (+19%)
Value$7.4M (+$1.1M)
Filed 2026-10-21
Abacus Planning Group, Inc.
INCREASED
Shares304,759 from 300,035
Change+4,724 (+2%)
Value$7.3M (+$28.7K)
Filed 2026-11-02
Islay Capital Management, LLC
INCREASED
Shares294,870 from 219,598
Change+75,272 (+34%)
Value$7.0M (+$1.7M)
Filed 2026-10-20
Grove Street Fiduciary, LLC
DECREASED
Shares288,811 from 292,514
Change-3,703 (-1%)
Value$6.9M (-$170.3K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares283,404 from 358,800
Change-75,396 (-21%)
Value$6.8K (-$8.7M)
Filed 2026-10-26
Altiora Financial Group, LLC
DECREASED
Shares276,375 from 333,017
Change-56,642 (-17%)
Value$6.6M (-$1.4M)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares268,136 from 256,043
Change+12,093 (+5%)
Value$6.4M (+$216.9K)
Filed 2026-10-22
Valpey Financial Services, LLC
INCREASED
Shares262,582 from 236,032
Change+26,550 (+11%)
Value$6.3M (+$567.4K)
Filed 2026-10-30
Csenge Advisory Group
INCREASED
Shares260,475 from 177,463
Change+83,012 (+47%)
Value$6.2M (+$1.9M)
Filed 2026-11-04
CFG Wealth Management Services, Inc.
INCREASED
Shares249,507 from 206,470
Change+43,037 (+21%)
Value$5.9M (+$984.2K)
Filed 2026-10-21
Apella Capital, LLC
DECREASED
Shares242,405 from 245,952
Change-3,547 (-1%)
Value$5.8M (-$136.3K)
Filed 2026-10-08
Successful Portfolios LLC
INCREASED
Shares241,307 from 230,209
Change+11,098 (+5%)
Value$5.8M (+$208.3K)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares231,777 from 18,607
Change+213,170 (+1146%)
Value$5.5M (+$5.1M)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares226,963 from 240,648
Change-13,685 (-6%)
Value$5.4K (-$5.8M)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares225,754 from 234,582
Change-8,828 (-4%)
Value$5.4M (-$276.3K)
Filed 2026-10-14
Evensky & Katz LLC
DECREASED
Shares219,423 from 222,902
Change-3,479 (-2%)
Value$5.2K (-$5.4M)
Filed 2026-10-27
Bigelow Investment Advisors, LLC
INCREASED
Shares217,685 from 206,562
Change+11,123 (+5%)
Value$5.2M (+$207.6K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares211,617 from 225,822
Change-14,205 (-6%)
Value$5.0M (-$402.2K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares204,710 from 183,414
Change+21,296 (+12%)
Value$4.9M (+$457.4K)
Filed 2026-11-03
BFI Wealth Solutions, LLC
INCREASED
Shares200,715 from 119,465
Change+81,250 (+68%)
Value$4.8M (+$1.9M)
Filed 2026-10-16
Resonant Capital Advisors, LLC
DECREASED
Shares193,138 from 286,539
Change-93,401 (-33%)
Value$4.6M (-$2.3M)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares191,397 from 159,887
Change+31,510 (+20%)
Value$4.6M (+$707.0K)
Filed 2026-10-22
Pflug Koory, LLC
DECREASED
Shares186,867 from 188,599
Change-1,732 (-1%)
Value$4.5M (-$94.1K)
Filed 2026-10-26
ZynergyRetirementPlanningLLC
DECREASED
Shares185,546 from 449,104
Change-263,558 (-59%)
Value$4.4M (-$6.4M)
Filed 2026-10-08
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares181,932 from 178,348
Change+3,584 (+2%)
Value$4.3M (+$35.6K)
Filed 2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED
Shares181,027 from 195,129
Change-14,102 (-7%)
Value$4.3M (-$391.1K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares180,863 from 180,579
Change+284 (+0%)
Value$4.3M (-$43.8K)
Filed 2026-10-30
Harrington Investments, Inc
DECREASED
Shares177,834 from 183,194
Change-5,360 (-3%)
Value$4.2M (-$179.2K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares169,999 from 228,865
Change-58,866 (-26%)
Value$4.1M (-$1.5M)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares169,657 from 235,386
Change-65,729 (-28%)
Value$4.0M (-$1.6M)
Filed 2026-10-13
WT Wealth Management
INCREASED
Shares168,274 from 124,501
Change+43,773 (+35%)
Value$4.0M (+$1.0M)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares167,869 from 173,576
Change-5,707 (-3%)
Value$4.0M (-$164.1K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares163,553 from 239,495
Change-75,942 (-32%)
Value$3.9M (-$1.9M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares159,386 from 44,015
Change+115,371 (+262%)
Value$3.8M (+$2.7M)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares154,449 from 134,827
Change+19,622 (+15%)
Value$3.7M (+$430.4K)
Filed 2026-10-02
Investment Research Partners LLC
INCREASED
Shares150,217 from 141,048
Change+9,169 (+7%)
Value$3.6M (+$179.3K)
Filed 2026-10-19
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares149,810 from 179,940
Change-30,130 (-17%)
Value$3.6M (-$769.3K)
Filed 2026-10-16
Johnson Financial Group, LLC
DECREASED
Shares146,593 from 150,916
Change-4,323 (-3%)
Value$3.5M (-$145.4K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
INCREASED
Shares146,226 from 122,656
Change+23,570 (+19%)
Value$3.5M (+$528.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares145,249 from 138,561
Change+6,688 (+5%)
Value$3.5M (+$120.8K)
Filed 2026-11-02
Park National Corp
INCREASED
Shares141,559 from 134,667
Change+6,892 (+5%)
Value$3.4M (+$126.7K)
Filed 2026-10-05
Great Lakes Retirement, Inc.
DECREASED
Shares135,148 from 136,163
Change-1,015 (-1%)
Value$3.2M (-$62.3K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares133,530 from 128,394
Change+5,136 (+4%)
Value$3.2M (+$86.6K)
Filed 2026-10-30
TrustWell Financial Advisors, LLC
INCREASED
Shares130,525 from 128,130
Change+2,395 (+2%)
Value$3.1M (+$21.3K)
Filed 2026-10-15
Journey Beyond Wealth, LLC
INCREASED
Shares129,889 from 128,986
Change+903 (+1%)
Value$3.1M (-$14.6K)
Filed 2026-11-04
Eagle Strategies LLC
INCREASED
Shares129,026 from 128,687
Change+339 (+0%)
Value$3.1M (-$27.9K)
Filed 2026-10-16
Pinkerton Wealth, LLC
INCREASED
Shares129,023 from 118,840
Change+10,183 (+9%)
Value$3.1M (+$194.2K)
Filed 2026-10-29
Main Street Group, LTD
DECREASED
Shares128,790 from 150,987
Change-22,197 (-15%)
Value$3.1M (-$571.9K)
Filed 2026-10-28
ETF Store, Inc.
DECREASED
Shares127,526 from 129,546
Change-2,020 (-2%)
Value$3.0M (-$84.5K)
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares126,962 from 123,085
Change+3,877 (+3%)
Value$3.0M (+$55.6K)
Filed 2026-10-07
Asset Allocation Strategies LLC
INCREASED
Shares126,658 from 117,630
Change+9,028 (+8%)
Value$3.0M (+$182.5K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares126,429 from 129,666
Change-3,237 (-2%)
Value$3.0M (-$113.5K)
Filed 2026-10-27
Sima Wealth Partners, LLC
INCREASED
Shares125,827 from 120,850
Change+4,977 (+4%)
Value$3.0M (+$84.9K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$3.0M (-$35.0K)
Filed 2026-10-27
True Freedom Investing, LLC
INCREASED
Shares121,909 from 111,927
Change+9,982 (+9%)
Value$2.9M (+$192.3K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares121,380 from 105,903
Change+15,477 (+15%)
Value$2.9M (+$339.6K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares120,718 from 109,142
Change+11,576 (+11%)
Value$2.9M (+$245.7K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares120,574 from 117,506
Change+3,068 (+3%)
Value$2.9M (+$40.3K)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares119,284 from 132,180
Change-12,896 (-10%)
Value$2.8M (-$330.2K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares119,033 from 110,183
Change+8,850 (+8%)
Value$2.8M (+$180.3K)
Filed 2026-11-04
Pittenger & Anderson Inc
INCREASED
Shares111,980 from 93,466
Change+18,514 (+20%)
Value$2.7M (+$415.6K)
Filed 2026-11-02
North Forty Two & Co.
DECREASED
Shares110,606 from 118,056
Change-7,450 (-6%)
Value$2.6M (-$210.8K)
Filed 2026-10-19
GW Henssler & Associates LTD
DECREASED
Shares109,362 from 117,812
Change-8,450 (-7%)
Value$2.6M (-$234.6K)
Filed 2026-10-26
Ballast Rock Private Wealth LLC
INCREASED
Shares107,647 from 101,171
Change+6,476 (+6%)
Value$2.6M (+$126.2K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares107,161 from 97,096
Change+10,065 (+10%)
Value$2.6M (+$213.0K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares104,894 from 78,986
Change+25,908 (+33%)
Value$2.5M (+$596.1K)
Filed 2026-10-29
Frontier Asset Management, LLC
DECREASED
Shares103,529 from 105,764
Change-2,235 (-2%)
Value$2.5M (-$82.9K)
Filed 2026-10-28
National Wealth Management Group, LLC
DECREASED
Shares103,127 from 117,125
Change-13,998 (-12%)
Value$2.5M (-$366.8K)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares101,966 from 102,496
Change-530 (-1%)
Value$2.4M (-$41.3K)
Filed 2026-10-20
Compass Financial Group, Inc
INCREASED
Shares99,248 from 82,326
Change+16,922 (+21%)
Value$2.4M (+$380.7K)
Filed 2026-10-13
New Hampshire Trust
INCREASED
Shares98,927 from 71,797
Change+27,130 (+38%)
Value$2.4M (+$627.2K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares98,757 from 85,116
Change+13,641 (+16%)
Value$2.4M (+$301.6K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares95,296 from 105,526
Change-10,230 (-10%)
Value$2.3M (-$273.6K)
Filed 2026-10-27
Pines Wealth Management, LLC
INCREASED
Shares94,486 from 89,166
Change+5,320 (+6%)
Value$2.3M (+$102.0K)
Filed 2026-10-21
W.H. Cornerstone Investments Inc.
DECREASED
Shares94,479 from 111,555
Change-17,076 (-15%)
Value$2.3M (-$438.7K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares93,152 from 135,624
Change-42,472 (-31%)
Value$2.2M (-$1.1M)
Filed 2026-10-20
Blue Capital, Inc.
DECREASED
Shares92,172 from 123,250
Change-31,078 (-25%)
Value$2.2M (-$776.0K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares90,959 from 87,384
Change+3,575 (+4%)
Value$2.2M (+$60.8K)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
DECREASED
Shares90,142 from 120,994
Change-30,852 (-25%)
Value$2.2M (-$770.0K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares89,559 from 78,255
Change+11,304 (+14%)
Value$2.1M (+$247.8K)
Filed 2026-10-13
DMC Group, LLC
INCREASED
Shares87,379 from 79,535
Change+7,844 (+10%)
Value$2.1M (+$164.9K)
Filed 2026-10-26
RCS Financial Planning, LLC
NEW
Shares83,965
Change+83,965
Value$2.0M
Filed 2026-10-14
Lantern Wealth Advisors, LLC
DECREASED
Shares82,435 from 83,949
Change-1,514 (-2%)
Value$2.0M (-$59.6K)
Filed 2026-10-22
Anderson Hoagland & Co
DECREASED
Shares78,218 from 100,729
Change-22,511 (-22%)
Value$1.9M (-$557.5K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares77,324 from 58,474
Change+18,850 (+32%)
Value$1.8M (+$433.4K)
Filed 2026-11-05
First Financial Group Corp
DECREASED
Shares75,680 from 88,180
Change-12,500 (-14%)
Value$1.8M (-$322.9K)
Filed 2026-10-22
Juncture Wealth Strategies, LLC
DECREASED
Shares75,586 from 77,123
Change-1,537 (-2%)
Value$1.8M (-$58.3K)
Filed 2026-10-06
True Link Financial Advisors, LLC
INCREASED
Shares75,228 from 58,937
Change+16,291 (+28%)
Value$1.8M (+$372.2K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED
Shares75,088 from 74,570
Change+518 (+1%)
Value$1.8M (-$8.5K)
Filed 2026-11-02
Reality Financial Planning Services, LLC
DECREASED
Shares73,189 from 73,797
Change-608 (-1%)
Value$1.7M (-$35.2K)
Filed 2026-11-03
Kuhn & Co Investment Counsel
INCREASED
Shares71,345 from 35,843
Change+35,502 (+99%)
Value$1.7M (+$837.0K)
Filed 2026-10-29
Traveka Wealth, LLC
NEW
Shares69,894
Change+69,894
Value$1.7M
Filed 2026-10-19
Breakwater Investment Management
DECREASED
Shares68,499 from 83,963
Change-15,464 (-18%)
Value$1.6M (-$392.5K)
Filed 2026-10-20
Innovative Wealth Building LLC
DECREASED
Shares67,796 from 70,100
Change-2,304 (-3%)
Value$1.6M (-$74.6K)
Filed 2026-10-14
Roberts Financial Services LLC
DECREASED
Shares67,014 from 67,825
Change-811 (-1%)
Value$1.6M (-$38.3K)
Filed 2026-10-23
Tanglewood Wealth Management, Inc.
DECREASED
Shares66,447 from 97,461
Change-31,014 (-32%)
Value$1.6M (-$767.3K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares64,286 from 57,199
Change+7,087 (+12%)
Value$1.5M (+$153.1K)
Filed 2026-11-03
Barton Investment Management
NEW
Shares62,420
Change+62,420
Value$1.5M
Filed 2026-10-27
Joel Isaacson & Co., LLC
DECREASED
Shares61,479 from 62,651
Change-1,172 (-2%)
Value$1.5M (-$45.5K)
Filed 2026-11-05
DBK Financial Counsel, LLC
DECREASED
Shares58,670 from 58,834
Change-164 (0%)
Value$1.4M (-$20.4K)
Filed 2026-10-13
ARK & TLK Investments, LLC
DECREASED
Shares57,814 from 58,082
Change-268 (0%)
Value$1.4M (-$22.7K)
Filed 2026-10-20
MBE Wealth Management, LLC
DECREASED
Shares57,274 from 58,298
Change-1,024 (-2%)
Value$1.4M (-$40.8K)
Filed 2026-10-26
K2 Financial Inc.
INCREASED
Shares56,775 from 47,125
Change+9,650 (+20%)
Value$1.4M (+$219.4K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
DECREASED
Shares56,594 from 57,319
Change-725 (-1%)
Value$1.4M (-$33.3K)
Filed 2026-11-04
Opus Financial Solutions LLC
DECREASED
Shares55,733 from 59,074
Change-3,341 (-6%)
Value$1.3M (-$96.3K)
Filed 2026-11-06
Great Waters Wealth Management
INCREASED
Shares55,560 from 55,352
Change+208 (+0%)
Value$1.3M (-$10.6K)
Filed 2026-10-07
Highline Wealth Partners LLC
INCREASED
Shares55,375 from 55,189
Change+186 (+0%)
Value$1.3M (-$11.0K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares55,320 from 52,725
Change+2,595 (+5%)
Value$1.3M (+$47.2K)
Filed 2026-10-14
Alliance Wealth Management Group
INCREASED
Shares55,205 from 50,588
Change+4,617 (+9%)
Value$1.3M (+$96.0K)
Filed 2026-10-29
Towercrest Capital Management
INCREASED
Shares55,205 from 50,588
Change+4,617 (+9%)
Value$1.3M (+$96.0K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares54,499 from 47,629
Change+6,870 (+14%)
Value$1.3M (+$150.6K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares53,309 from 49,340
Change+3,969 (+8%)
Value$1.3M (+$80.9K)
Filed 2026-11-05
Team Financial Group, LLC
DECREASED
Shares52,754 from 65,251
Change-12,497 (-19%)
Value$1.3M (-$316.4K)
Filed 2026-10-30
Tortoise Investment Management, LLC
DECREASED
Shares52,497 from 53,279
Change-782 (-1%)
Value$1.3M (-$33.6K)
Filed 2026-11-06
Saxony Capital Management, LLC
NEW
Shares52,237
Change+52,237
Value$1.2M
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares52,231 from 54,609
Change-2,378 (-4%)
Value$1.2M (-$72.0K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares52,011 from 54,468
Change-2,457 (-5%)
Value$1.2M (-$73.9K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
DECREASED
Shares51,930 from 52,580
Change-650 (-1%)
Value$1.2M (-$30.2K)
Filed 2026-10-21
Seek First Inc.
DECREASED
Shares51,720 from 52,412
Change-692 (-1%)
Value$1.2M (-$31.2K)
Filed 2026-10-27
Upper Left Wealth Management, LLC
NEW
Shares51,419
Change+51,419
Value$1.2M
Filed 2026-10-14
Asset One Wealth Management LLC
INCREASED
Shares51,205 from 29,905
Change+21,300 (+71%)
Value$1.2M (+$501.0K)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
DECREASED
Shares50,842 from 53,993
Change-3,151 (-6%)
Value$1.2M (-$90.3K)
Filed 2026-10-09
Veery Capital, LLC
INCREASED
Shares50,094 from 50,059
Change+35 (+0%)
Value$1.2M (-$13.2K)
Filed 2026-10-07
Tennessee Valley Asset Management Partners
INCREASED
Shares49,345 from 49,330
Change+15 (+0%)
Value$1.2M (-$13.5K)
Filed 2026-11-03
Gilbert Capital Group, Inc.
DECREASED
Shares47,660 from 67,813
Change-20,153 (-30%)
Value$1.1M (-$499.8K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares47,079 from 34,374
Change+12,705 (+37%)
Value$1.1M (+$293.5K)
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares46,557 from 36,519
Change+10,038 (+27%)
Value$1.1M (+$229.3K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares46,470 from 42,434
Change+4,036 (+10%)
Value$1.1M (+$84.4K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED
Shares46,034 from 45,763
Change+271 (+1%)
Value$1.1M (-$6.4K)
Filed 2026-10-23
Evanson Financial, LLC
INCREASED
Shares45,809 from 45,541
Change+268 (+1%)
Value$1.1M (-$6.4K)
Filed 2026-10-23
Twele Capital Management, Inc.
INCREASED
Shares45,693 from 44,973
Change+720 (+2%)
Value$1.1M (+$4.6K)
Filed 2026-10-13
Sellwood Investment Partners LLC
DECREASED
Shares45,532 from 59,024
Change-13,492 (-23%)
Value$1.1M (-$338.5K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares45,397 from 45,397
Change0 (0%)
Value$1.1M (-$12.7K)
Filed 2026-10-16
Family Investment Center, Inc.
INCREASED
Shares41,828 from 38,267
Change+3,561 (+9%)
Value$998.0K (+$74.3K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares40,814 from 38,079
Change+2,735 (+7%)
Value$973.8K (+$54.6K)
Filed 2026-10-13
LifePlan Financial, LLC
INCREASED
Shares40,753 from 40,021
Change+732 (+2%)
Value$972.8K (+$6.7K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares38,471 from 36,740
Change+1,731 (+5%)
Value$919.1K (+$35.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares38,471 from 36,740
Change+1,731 (+5%)
Value$919.1K (+$35.1K)
Filed 2026-10-20
Mendota Financial Group, LLC
DECREASED
Shares38,114 from 57,344
Change-19,230 (-34%)
Value$909.4K (-$474.9K)
Filed 2026-10-07
Meridian Wealth Management, LLC
DECREASED
Shares37,882 from 40,211
Change-2,329 (-6%)
Value$903.9K (-$66.8K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
DECREASED
Shares37,704 from 46,561
Change-8,857 (-19%)
Value$901.1K (-$220.1K)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares36,938 from 39,813
Change-2,875 (-7%)
Value$881.3K (-$79.7K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED
Shares36,908 from 36,964
Change-56 (0%)
Value$880.6K (-$11.7K)
Filed 2026-10-13
Princeton Global Asset Management LLC
DECREASED
Shares35,057 from 41,649
Change-6,592 (-16%)
Value$836.5K (-$168.9K)
Filed 2026-10-21
Granville Capital, Inc.
INCREASED
Shares34,516 from 33,978
Change+538 (+2%)
Value$823.5K (+$3.3K)
Filed 2026-11-05
Beacon Financial Advisory LLC
DECREASED
Shares34,319 from 57,227
Change-22,908 (-40%)
Value$818.9K (-$562.6K)
Filed 2026-10-16
D.B. Root & Company, LLC
DECREASED
Shares34,063 from 38,301
Change-4,238 (-11%)
Value$812.8K (-$111.8K)
Filed 2026-11-04
First County Bank
INCREASED
Shares34,013 from 32,046
Change+1,967 (+6%)
Value$811.6K (+$38.0K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$811.2K (-$9.5K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
INCREASED
Shares33,863 from 28,697
Change+5,166 (+18%)
Value$808.0K (+$115.2K)
Filed 2026-10-23
Altfest L J & Co Inc
INCREASED
Shares32,807 from 32,747
Change+60 (+0%)
Value$782.8K (-$7.8K)
Filed 2026-10-27
Cambridge Advisors Inc.
INCREASED
Shares32,796 from 32,757
Change+39 (+0%)
Value$782.5K (-$8.2K)
Filed 2026-10-19
Smithbridge Asset Management Inc
DECREASED
Shares32,763 from 46,113
Change-13,350 (-29%)
Value$781.7K (-$331.4K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares32,321 from 27,142
Change+5,179 (+19%)
Value$771.2K (+$116.0K)
Filed 2026-10-19
FAI Advisors, Inc.
INCREASED
Shares31,489 from 29,296
Change+2,193 (+7%)
Value$751.3K (+$44.1K)
Filed 2026-10-27
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares30,871 from 46,922
Change-16,051 (-34%)
Value$736.6K (-$396.1K)
Filed 2026-10-22
Westover Capital Advisors, LLC
DECREASED
Shares30,828 from 507,206
Change-476,378 (-94%)
Value$735.6K (-$11.5M)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares30,460 from 44,000
Change-13,540 (-31%)
Value$726.8K (-$335.4K)
Filed 2026-10-28
Stewardship Advisors, LLC
INCREASED
Shares29,996 from 29,674
Change+322 (+1%)
Value$715.7K (-$625)
Filed 2026-10-20
Bdfs Capital LLC
DECREASED
Shares29,981 from 37,332
Change-7,351 (-20%)
Value$715.3K (-$185.9K)
Filed 2026-10-14
Mainsail Financial Group, LLC
DECREASED
Shares29,637 from 44,953
Change-15,316 (-34%)
Value$707.1K (-$378.0K)
Filed 2026-10-23
Adelphi Trust Co
INCREASED
Shares29,482 from 26,864
Change+2,618 (+10%)
Value$703.4K (+$54.9K)
Filed 2026-10-05
Sage Investment Advisers LLC
DECREASED
Shares28,846 from 36,371
Change-7,525 (-21%)
Value$688.3K (-$189.7K)
Filed 2026-10-21
Stonekeep Investments, LLC
INCREASED
Shares28,844 from 27,859
Change+985 (+4%)
Value$688.2K (+$687.6K)
Filed 2026-10-15
Weitzel Financial Services, Inc.
INCREASED
Shares28,567 from 27,911
Change+656 (+2%)
Value$680.3K (+$8.2K)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
DECREASED
Shares28,540 from 39,434
Change-10,894 (-28%)
Value$681.0K (-$271.0K)
Filed 2026-10-09
Titleist Asset Management, LLC
INCREASED
Shares28,510 from 27,932
Change+578 (+2%)
Value$680.2K (+$6.0K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares28,045 from 17,883
Change+10,162 (+57%)
Value$669.2K (+$237.5K)
Filed 2026-11-05
Global Trust Asset Management, LLC
DECREASED
Shares27,750 from 29,600
Change-1,850 (-6%)
Value$662.1K (-$52.4K)
Filed 2026-10-19
Simplicity Wealth,LLC
DECREASED
Shares27,748 from 30,616
Change-2,868 (-9%)
Value$662.1K (-$77.0K)
Filed 2026-10-23
Hartline Investment Corp/
UNCHANGED
Shares27,650 from 27,650
Change0 (0%)
Value$659.7K (-$7.7K)
Filed 2026-10-29
Brucke Financial, Inc.
INCREASED
Shares27,580 from 25,543
Change+2,037 (+8%)
Value$658.1K (+$41.5K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares27,560 from 22,270
Change+5,290 (+24%)
Value$657.6K (+$120.0K)
Filed 2026-11-03
Noble Family Wealth, LLC
INCREASED
Shares27,420 from 25,773
Change+1,647 (+6%)
Value$654.2K (+$32.1K)
Filed 2026-10-26
Align Financial, LLC
NEW
Shares27,166
Change+27,166
Value$648.2K
Filed 2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares25,663 from 29,870
Change-4,207 (-14%)
Value$612.3K (-$108.7K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares25,539 from 25,125
Change+414 (+2%)
Value$609.3K (+$2.8K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares25,426 from 29,457
Change-4,031 (-14%)
Value$606.7K (-$104.4K)
Filed 2026-10-13
Sapient Capital LLC
UNCHANGED
Shares24,539 from 24,539
Change0 (0%)
Value$585.5K (-$6.9K)
Filed 2026-10-08
Choreo, LLC
DECREASED
Shares24,435 from 528,348
Change-503,913 (-95%)
Value$583.0K (-$12.2M)
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares24,175 from 24,674
Change-499 (-2%)
Value$576.8K (-$18.8K)
Filed 2026-11-05
BCS Wealth Management
DECREASED
Shares23,914 from 24,780
Change-866 (-3%)
Value$570.6K (-$27.6K)
Filed 2026-11-03
waypoint wealth counsel
NEW
Shares23,500
Change+23,500
Value$560.7K
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares23,346 from 23,070
Change+276 (+1%)
Value$557.0K (+$122)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares23,123 from 36,271
Change-13,148 (-36%)
Value$551.7K (-$323.9K)
Filed 2026-11-03
Schaeffer Financial LLC
NEW
Shares22,607
Change+22,607
Value$539.4K
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares22,560 from 24,224
Change-1,664 (-7%)
Value$538.3K (-$46.5K)
Filed 2026-10-13
Tactive Advisors, LLC
INCREASED
Shares22,179 from 11,339
Change+10,840 (+96%)
Value$529.2K (+$255.5K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
DECREASED
Shares21,953 from 21,954
Change-1 (0%)
Value$116.6K (-$1.2K)
Filed 2026-10-08
Unify Financial Advisors
DECREASED
Shares21,357 from 22,974
Change-1,617 (-7%)
Value$509.6K (-$45.0K)
Filed 2026-11-03
Amicus Financial Advisors, LLC
DECREASED
Shares21,304 from 21,320
Change-16 (0%)
Value$508.3K (-$6.4K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares21,301
Change+21,301
Value$508.2K
Filed 2026-10-21
Pacific Park Financial, Inc.
DECREASED
Shares21,118 from 21,755
Change-637 (-3%)
Value$503.9K (-$21.3K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares21,116 from 20,511
Change+605 (+3%)
Value$503.8K (+$8.7K)
Filed 2026-10-19
Firestone Capital Management
INCREASED
Shares20,793 from 8,345
Change+12,448 (+149%)
Value$496.1K (+$294.7K)
Filed 2026-11-03
Chapman Financial Group, LLC
INCREASED
Shares20,636 from 436
Change+20,200 (+4633%)
Value$492.4K (+$481.8K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares20,583 from 27,315
Change-6,732 (-25%)
Value$491.1K (-$168.3K)
Filed 2026-10-29
Live Oak Private Wealth LLC
INCREASED
Shares20,234 from 20,193
Change+41 (+0%)
Value$482.8K (-$4.7K)
Filed 2026-11-02
Advisor Resource Council
DECREASED
Shares20,151 from 20,552
Change-401 (-2%)
Value$480.2K (-$14.9K)
Filed 2026-11-05
Balboa Wealth Partners
INCREASED
Shares19,993 from 15,520
Change+4,473 (+29%)
Value$477.0K (+$102.4K)
Filed 2026-10-20
Guardian Financial Partners, LLC
DECREASED
Shares19,889 from 41,331
Change-21,442 (-52%)
Value$474.6K (-$523.2K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares19,860 from 19,514
Change+346 (+2%)
Value$473.9K (+$2.8K)
Filed 2026-10-22
Blossom Wealth Management
INCREASED
Shares19,629 from 19,403
Change+226 (+1%)
Value$468.3K (-$40)
Filed 2026-11-03
NewCorp Financial Services, Inc.
DECREASED
Shares19,539 from 20,800
Change-1,261 (-6%)
Value$466.2K (-$35.9K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares19,515 from 25,224
Change-5,709 (-23%)
Value$465.6K (-$143.3K)
Filed 2026-10-15
Jacobi Capital Management LLC
INCREASED
Shares19,488 from 19,310
Change+178 (+1%)
Value$465.0K (-$1.2K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares19,181 from 18,340
Change+841 (+5%)
Value$457.7K (+$14.9K)
Filed 2026-10-19
Spinnaker Investment Group, LLC
UNCHANGED
Shares19,153 from 19,153
Change0 (0%)
Value$457.0K (-$5.4K)
Filed 2026-10-13
Avant Financial Advisors LLC
INCREASED
Shares19,043 from 18,742
Change+301 (+2%)
Value$454.4K (+$1.9K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares18,937 from 35,268
Change-16,331 (-46%)
Value$451.8K (-$399.5K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
UNCHANGED
Shares18,796 from 18,796
Change0 (0%)
Value$448.5K (-$5.3K)
Filed 2026-11-04
Planned Solutions, Inc.
DECREASED
Shares18,675 from 26,135
Change-7,460 (-29%)
Value$445.6K (-$185.3K)
Filed 2026-10-19
Birchbrook, Inc.
INCREASED
Shares18,538 from 18,408
Change+130 (+1%)
Value$442.3K (-$2.1K)
Filed 2026-10-14
Mainstream Capital Management LLC
UNCHANGED
Shares18,337 from 18,337
Change0 (0%)
Value$437.5K (-$5.1K)
Filed 2026-10-23
Autumn Glory Partners, LLC
INCREASED
Shares17,970 from 14,870
Change+3,100 (+21%)
Value$428.8K (+$69.8K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares17,875 from 17,229
Change+646 (+4%)
Value$426.5K (+$10.6K)
Filed 2026-10-16
Redw Wealth LLC
DECREASED
Shares17,263 from 19,933
Change-2,670 (-13%)
Value$411.9K (-$69.3K)
Filed 2026-11-02
Signet Investment Advisory Group, Inc.
DECREASED
Shares16,681 from 16,807
Change-126 (-1%)
Value$398.0K (-$7.7K)
Filed 2026-10-30
Signature Resources Capital Management, LLC
INCREASED
Shares16,410 from 16,092
Change+318 (+2%)
Value$391.5K (+$3.1K)
Filed 2026-10-16
Morton Capital Management LLC
NEW
Shares16,274
Change+16,274
Value$388.3K
Filed 2026-10-23
Enclave Advisors LLC
INCREASED
Shares16,265 from 15,701
Change+564 (+4%)
Value$388.1K (+$9.1K)
Filed 2026-10-14
Avail Investment Partners, LLC
INCREASED
Shares15,797 from 13,466
Change+2,331 (+17%)
Value$376.9K (+$51.8K)
Filed 2026-10-16
Financial Harvest, LLC
NEW
Shares15,661
Change+15,661
Value$373.7K
Filed 2026-10-15
Founders Financial Securities LLC
NEW
Shares15,477
Change+15,477
Value$369.3K
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares15,235 from 15,300
Change-65 (0%)
Value$363.5K (-$5.8K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares15,047 from 15,029
Change+18 (+0%)
Value$359.0K (-$3.9K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares15,039 from 14,038
Change+1,001 (+7%)
Value$358.8K (+$19.7K)
Filed 2026-10-13
Chilton Capital Management LLC
DECREASED
Shares14,915 from 16,069
Change-1,154 (-7%)
Value$355.9K (-$32.0K)
Filed 2026-10-28
Kings Path Partners LLC
DECREASED
Shares14,666 from 16,135
Change-1,469 (-9%)
Value$349.9K (-$39.6K)
Filed 2026-10-21
Sightline Wealth Advisors, LLC
DECREASED
Shares14,644 from 29,359
Change-14,715 (-50%)
Value$349.4K (-$359.3K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,632 from 12,449
Change+2,183 (+18%)
Value$349.1K (+$48.6K)
Filed 2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED
Shares14,618 from 14,789
Change-171 (-1%)
Value$348.8K (-$8.2K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares14,609 from 21,308
Change-6,699 (-31%)
Value$348.6K (-$165.8K)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares14,580 from 21,908
Change-7,328 (-33%)
Value$347.9K (-$181.0K)
Filed 2026-10-22
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares14,508 from 14,262
Change+246 (+2%)
Value$346.0K (+$2.4K)
Filed 2026-10-19
WPG Advisers, LLC
INCREASED
Shares14,196 from 14,120
Change+76 (+1%)
Value$338.7K (-$2.1K)
Filed 2026-10-27
Latitude Advisors, LLC
INCREASED
Shares14,040 from 13,962
Change+78 (+1%)
Value$335.0K (-$2.0K)
Filed 2026-10-27
Lodestone Wealth Management LLC
INCREASED
Shares13,937 from 288
Change+13,649 (+4739%)
Value$332.5K (+$325.6K)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
INCREASED
Shares13,837 from 12,536
Change+1,301 (+10%)
Value$330.2K (+$27.5K)
Filed 2026-11-05
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares13,694 from 13,163
Change+531 (+4%)
Value$326.7K (+$9.0K)
Filed 2026-11-03
WBI Investments, LLC
NEW
Shares13,541
Change+13,541
Value$323.1K
Filed 2026-11-05
Carolina Wealth Management Inc
DECREASED
Shares13,525 from 21,922
Change-8,397 (-38%)
Value$322.7K (-$206.5K)
Filed 2026-10-29
Brewster Financial Planning LLC
INCREASED
Shares13,505 from 12,005
Change+1,500 (+12%)
Value$322.2K (+$32.4K)
Filed 2026-10-13
CGN Advisors LLC
UNCHANGED
Shares13,470 from 13,470
Change0 (0%)
Value$321.4K (-$3.8K)
Filed 2026-10-21
Evermay Wealth Management LLC
DECREASED
Shares13,408 from 13,801
Change-393 (-3%)
Value$319.9K (-$13.2K)
Filed 2026-11-05
Friedenthal Financial
INCREASED
Shares13,285 from 13,044
Change+241 (+2%)
Value$317.0K (+$2.1K)
Filed 2026-10-27
Revisor Wealth Management LLC
INCREASED
Shares13,239 from 12,824
Change+415 (+3%)
Value$316.6K (+$7.1K)
Filed 2026-10-20
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares12,885 from 12,691
Change+194 (+2%)
Value$307.4K (+$1.1K)
Filed 2026-10-22
Genesee Capital Advisors, LLC
INCREASED
Shares12,700 from 12,606
Change+94 (+1%)
Value$303.0K (-$1.3K)
Filed 2026-10-20
Myecfo, LLC
INCREASED
Shares12,663 from 12,163
Change+500 (+4%)
Value$302.1K (+$8.5K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
NEW
Shares12,627
Change+12,627
Value$301.3K
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares12,626 from 12,659
Change-33 (0%)
Value$301 (-$305.7K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares12,609 from 11,611
Change+998 (+9%)
Value$300.9K (+$20.6K)
Filed 2026-10-14
Anson Capital, Inc.
INCREASED
Shares12,346 from 12,091
Change+255 (+2%)
Value$294.6K (+$2.7K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
DECREASED
Shares12,300 from 14,300
Change-2,000 (-14%)
Value$293.5K (-$51.7K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares12,236 from 17,435
Change-5,199 (-30%)
Value$292.0K (-$128.9K)
Filed 2026-11-02
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares12,175 from 12,175
Change0 (0%)
Value$290.5K (-$3.4K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares11,960 from 11,835
Change+125 (+1%)
Value$285.4K (-$331)
Filed 2026-10-28
PFG Advisors
INCREASED
Shares11,947 from 11,129
Change+818 (+7%)
Value$285.0K (+$16.4K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
NEW
Shares11,932
Change+11,932
Value$284.7K
Filed 2026-10-09
Gradient Capital Advisors, LLC
DECREASED
Shares11,860 from 11,954
Change-94 (-1%)
Value$283.0K (-$5.6K)
Filed 2026-10-21
Eagle Bay Advisors LLC
INCREASED
Shares11,848 from 11,739
Change+109 (+1%)
Value$282.7K (-$700)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
INCREASED
Shares11,641 from 8,566
Change+3,075 (+36%)
Value$277.8K (+$71.0K)
Filed 2026-11-02
Uptick Partners, LLC
DECREASED
Shares11,592 from 12,422
Change-830 (-7%)
Value$276.6K (-$23.3K)
Filed 2026-11-04
Values First Advisors, Inc.
DECREASED
Shares11,358 from 296,679
Change-285,321 (-96%)
Value$271.0K (-$6.9M)
Filed 2026-10-23
Elm3 Financial Group, LLC
NEW
Shares11,246
Change+11,246
Value$268.3K
Filed 2026-10-07
Morling Financial Advisors, LLC
DECREASED
Shares11,233 from 12,559
Change-1,326 (-11%)
Value$268.0K (-$35.2K)
Filed 2026-10-28
Old National Bancorp
NEW
Shares11,123
Change+11,123
Value$265.4K
Filed 2026-10-20
Meadowbrook Wealth Management, LLC
DECREASED
Shares11,008 from 13,908
Change-2,900 (-21%)
Value$262.7K (-$72.4K)
Filed 2026-10-08
Ballast Financial Advisors LLC
NEW
Shares10,714
Change+10,714
Value$255.6K
Filed 2026-10-26
Core Wealth Partners LLC
UNCHANGED
Shares10,626 from 10,626
Change0 (0%)
Value$253.5K (-$3.0K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares10,611 from 13,454
Change-2,843 (-21%)
Value$253.2K (-$71.6K)
Filed 2026-10-22
John W. Brooker & Co., CPAs
INCREASED
Shares10,594 from 9,764
Change+830 (+9%)
Value$252.8K (+$17.1K)
Filed 2026-10-21
WMG Financial Advisors, LLC
UNCHANGED
Shares10,513 from 10,513
Change0 (0%)
Value$253.8K ($0)
Filed 2026-10-28
Certified Advisory Corp
NEW
Shares10,488
Change+10,488
Value$250.2K
Filed 2026-10-29
Lauterbach Financial Advisors, LLC
INCREASED
Shares10,446 from 9,408
Change+1,038 (+11%)
Value$249.2K (+$22.1K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares10,380 from 25,684
Change-15,304 (-60%)
Value$247.7K (-$372.3K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares10,347 from 111,937
Change-101,590 (-91%)
Value$246.9K (-$2.5M)
Filed 2026-11-04
Salem Investment Counselors Inc
NEW
Shares10,324
Change+10,324
Value$246.3K
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares10,258 from 9,926
Change+332 (+3%)
Value$244.8K (+$5.1K)
Filed 2026-11-03
Zullo Investment Group, Inc.
DECREASED
Shares10,223 from 10,559
Change-336 (-3%)
Value$243.9K (-$11.0K)
Filed 2026-10-20
Ejmk Ventures LLC
DECREASED
Shares10,106 from 16,614
Change-6,508 (-39%)
Value$241.1K (-$159.9K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
INCREASED
Shares10,099 from 8,819
Change+1,280 (+15%)
Value$241.0K (+$28.1K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares10,087 from 10,334
Change-247 (-2%)
Value$240.7K (-$8.8K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares9,944 from 15,603
Change-5,659 (-36%)
Value$237.3K (-$139.4K)
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
DECREASED
Shares9,836 from 10,386
Change-550 (-5%)
Value$234.7K (-$16.0K)
Filed 2026-11-03
Lynx Investment Advisory
INCREASED
Shares9,723 from 9,687
Change+36 (+0%)
Value$232.0K (-$1.9K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares9,688 from 8,773
Change+915 (+10%)
Value$231.2K (+$19.4K)
Filed 2026-10-28
Carrera Capital Advisors
INCREASED
Shares9,520 from 9,171
Change+349 (+4%)
Value$227.2K (+$5.8K)
Filed 2026-11-03
FCG Investment Co
NEW
Shares9,474
Change+9,474
Value$226.0K
Filed 2026-10-13
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares9,343 from 11,893
Change-2,550 (-21%)
Value$222.9K (-$64.2K)
Filed 2026-10-09
Aull & Monroe Investment Management Corp
DECREASED
Shares9,300 from 9,825
Change-525 (-5%)
Value$221.9K (-$15.3K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
DECREASED
Shares9,294 from 10,580
Change-1,286 (-12%)
Value$221.7K (-$33.7K)
Filed 2026-10-22
Bridgelight Financial Advisors, Inc.
INCREASED
Shares8,992 from 8,293
Change+699 (+8%)
Value$214.5K (+$14.4K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
DECREASED
Shares8,989 from 9,780
Change-791 (-8%)
Value$214.7K (-$21.6K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares8,965 from 9,075
Change-110 (-1%)
Value$213.9K (-$5.2K)
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares8,898 from 8,898
Change0 (0%)
Value$212.3K (-$2.5K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
DECREASED
Shares8,770 from 8,955
Change-185 (-2%)
Value$209.3K (-$6.6K)
Filed 2026-11-02
TPG Advisors LLC
INCREASED
Shares8,502 from 8,477
Change+25 (+0%)
Value$202.9K (-$1.8K)
Filed 2026-10-16
Trek Financial, LLC
DECREASED
Shares8,467 from 24,876
Change-16,409 (-66%)
Value$202.0K (-$398.5K)
Filed 2026-10-29
Daytona Street Capital LLC
UNCHANGED
Shares7,976 from 7,976
Change0 (0%)
Value$190.0K (-$2.0K)
Filed 2026-10-15
Fairman Group, LLC
UNCHANGED
Shares7,030 from 7,030
Change0 (0%)
Value$167.7K (-$2.0K)
Filed 2026-10-26
Clean Yield Group
NEW
Shares6,724
Change+6,724
Value$160.4K
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares6,702 from 4,078
Change+2,624 (+64%)
Value$159.9K (+$61.5K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares6,495 from 6,764
Change-269 (-4%)
Value$155.0K (-$8.3K)
Filed 2026-10-20
Contravisory Investment Management, Inc.
DECREASED
Shares6,420 from 6,422
Change-2 (0%)
Value$153.2K (-$1.8K)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares6,417 from 6,358
Change+59 (+1%)
Value$153.1K (-$379)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares6,233 from 5,067
Change+1,166 (+23%)
Value$148.7K (+$26.4K)
Filed 2026-10-13
TD Private Client Wealth LLC
UNCHANGED
Shares5,743 from 5,743
Change0 (0%)
Value$137.0K (-$1.6K)
Filed 2026-10-28
SRH Advisors, LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$134.6K (-$1.6K)
Filed 2026-10-22
Central Trust Co
INCREASED
Shares5,198 from 3,901
Change+1,297 (+33%)
Value$124.0K (+$29.9K)
Filed 2026-11-05
Toth Financial Advisory Corp
DECREASED
Shares5,029 from 7,048
Change-2,019 (-29%)
Value$120.0K (-$50.1K)
Filed 2026-10-08
Bulwark Capital Corp
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$118.3K (-$1.4K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares4,781
Change+4,781
Value$114.1K
Filed 2026-10-21
Archer Investment Corp
INCREASED
Shares4,609 from 4,607
Change+2 (+0%)
Value$110.0K (-$1.2K)
Filed 2026-11-05
Legacy Bridge, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$109.8K (-$1.3K)
Filed 2026-10-28
Peck Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$95.4K (-$1.1K)
Filed 2026-10-29
Eastern Bank
UNCHANGED
Shares3,862 from 3,862
Change0 (0%)
Value$92.1K (-$1.1K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
NEW
Shares3,813
Change+3,813
Value$91.0K
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares3,686 from 3,686
Change0 (0%)
Value$87.9K (-$1.0K)
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares2,982
Change+2,982
Value$71.2K
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares2,892 from 2,729
Change+163 (+6%)
Value$69.0K (+$3.1K)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$62.6K (-$734)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares2,496 from 2,950
Change-454 (-15%)
Value$59.6K (-$11.7K)
Filed 2026-10-15
Grey Ledge Advisors, LLC
INCREASED
Shares2,368 from 1,665
Change+703 (+42%)
Value$56.5K (+$16.3K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares2,290 from 2,287
Change+3 (+0%)
Value$54.6K (-$564)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares2,086 from 2,086
Change0 (0%)
Value$49.8K (-$584)
Filed 2026-10-08
Kennebec Savings Bank
DECREASED
Shares2,077 from 2,094
Change-17 (-1%)
Value$49.6K (-$992)
Filed 2026-10-22
Gilpin Wealth Management, LLC
INCREASED
Shares2,075 from 1,400
Change+675 (+48%)
Value$49.5K (+$15.7K)
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,847 from 1,832
Change+15 (+1%)
Value$44.1K (-$126)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares1,250 from 248
Change+1,002 (+404%)
Value$29.8K (+$23.8K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares1,142 from 1,150
Change-8 (-1%)
Value$27.2K (-$512)
Filed 2026-10-20
Dorato Capital Management
INCREASED
Shares1,094 from 1,084
Change+10 (+1%)
Value$26.1K (+$2)
Filed 2026-10-08
Costello Asset Management, Inc
INCREASED
Shares1,065 from 1,055
Change+10 (+1%)
Value$25.4K (-$63)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares1,022
Change+1,022
Value$24.4K
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$23.9K (-$280)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares994 from 172
Change+822 (+478%)
Value$23.7K (+$19.6K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares980 from 922
Change+58 (+6%)
Value$23.4K (+$1.1K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
NEW
Shares895
Change+895
Value$21.4K
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares864 from 901
Change-37 (-4%)
Value$20.6K (-$1.1K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$20.1K (-$236)
Filed 2026-10-29
Provident Wealth Management, LLC
DECREASED
Shares827 from 1,654
Change-827 (-50%)
Value$19.7K (-$20.2K)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$18 ($0)
Filed 2026-11-04
Towne Trust Company, N.a
NEW
Shares728
Change+728
Value$17.4K
Filed 2026-10-28
NBT Bank, N.A.
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$16.8K (-$196)
Filed 2026-10-21
Trust Co of Vermont
INCREASED
Shares643 from 624
Change+19 (+3%)
Value$15.3K (+$279)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares631 from 625
Change+6 (+1%)
Value$15.1K (-$38)
Filed 2026-11-02
Davis Capital Management
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$15.0K (-$176)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$13.0K (-$153)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares532
Change+532
Value$12.7K
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares532 from 520
Change+12 (+2%)
Value$12.7K (+$141)
Filed 2026-11-05
Center for Financial Planning, Inc.
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$12.0K (-$142)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares500
Change+500
Value$11.9K
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares427 from 399
Change+28 (+7%)
Value$10.2K (+$551)
Filed 2026-10-29
GHP Investment Advisors, Inc.
NEW
Shares418
Change+418
Value$10.0K
Filed 2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$8.5K (-$99)
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$7.4K (-$87)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares263 from 583
Change-320 (-55%)
Value$6.3K (-$7.8K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
NEW
Shares245
Change+245
Value$5.8K
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$5.3K (-$62)
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$5.2K (-$60)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares146
Change+146
Value$3.5K
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares144
Change+144
Value$3.4K
Filed 2026-11-03
Ashton Thomas Securities, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (-$28)
Filed 2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.2K (-$25)
Filed 2026-11-03
Biltmore Family Office, LLC
NEW
Shares82
Change+82
Value$2.0K
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$1.6K (-$12)
Filed 2026-10-29
Trust Co
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$1.5K (-$18)
Filed 2026-10-09
Triumph Capital Management
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.3K (-$16)
Filed 2026-10-14
Olistico Wealth, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$978 (-$12)
Filed 2026-10-05
Signaturefd, LLC
DECREASED
Shares38 from 2,751
Change-2,713 (-99%)
Value$912 (-$65.5K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$740 (-$8)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$643 (-$6)
Filed 2026-10-16
Kingdom Financial Group Llc.
NEW
Shares24
Change+24
Value$573
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$335 (-$3)
Filed 2026-10-23
Strategic Advocates LLC
DECREASED
Shares12 from 20
Change-8 (-40%)
Value$286 (-$197)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$286 (-$4)
Filed 2026-10-30
Abound Wealth Management
NEW
Shares4
Change+4
Value$96
Filed 2026-10-26
Transmarket Holdings LP
CLOSED
Shares0 from 777,452
Change-777,452 (-100%)
Value$0 (-$18.8M)
Filed 2026-10-27
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 147,356
Change-147,356 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-19
Everhart Financial Group, Inc.
CLOSED
Shares0 from 60,549
Change-60,549 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-08
Sigma Planning Corp
CLOSED
Shares0 from 37,970
Change-37,970 (-100%)
Value$0 (-$916.6K)
Filed 2026-10-23
Three Seasons Wealth, LLC
CLOSED
Shares0 from 24,733
Change-24,733 (-100%)
Value$0 (-$597.1K)
Filed 2026-11-03
Gradient Investments LLC
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$434.5K)
Filed 2026-10-08
RDA Financial Network
CLOSED
Shares0 from 13,175
Change-13,175 (-100%)
Value$0 (-$318.0K)
Filed 2026-10-15
Cairn Investment Group, Inc.
CLOSED
Shares0 from 12,474
Change-12,474 (-100%)
Value$0 (-$301.0K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 11,134
Change-11,134 (-100%)
Value$0 (-$268.8K)
Filed 2026-10-21
Stablepoint Partners, LLC
CLOSED
Shares0 from 10,059
Change-10,059 (-100%)
Value$0 (-$242.8K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-21
Advisor OS, LLC
CLOSED
Shares0 from 9,703
Change-9,703 (-100%)
Value$0 (-$234.2K)
Filed 2026-11-03
Scratch Capital LLC
CLOSED
Shares0 from 8,571
Change-8,571 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 8,510
Change-8,510 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-21
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 8,427
Change-8,427 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
CLOSED
Shares0 from 8,412
Change-8,412 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-14
Fiduciary Alliance LLC
CLOSED
Shares0 from 8,312
Change-8,312 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-13
Northstar Asset Management Co
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$72.2K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$24.8K)
Filed 2026-10-26
Tower View Wealth Management LLC
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-28
Angeles Wealth Management, LLC
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-26
Bokf, NA
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$8.4K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-16
Hoese & Co LLP
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-21
Wolff Wiese Magana LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$853)
Filed 2026-10-21
Hanson & Doremus Investment Management
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1)
Filed 2026-10-16
Financial Management Professionals, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$410)
Filed 2026-10-23
Brooklyn FI, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$241)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 113,535,796
Change-113,535,796 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,192,489
Change-22,192,489 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 19,589,089
Change-19,589,089 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 17,389,099
Change-17,389,099 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,249,057
Change-13,249,057 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,208,355
Change-6,208,355 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,550,245
Change-5,550,245 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,352,014
Change-4,352,014 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,573,739
Change-3,573,739 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,551,034
Change-3,551,034 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,980,324
Change-2,980,324 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,562,789
Change-2,562,789 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,442,106
Change-2,442,106 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,862,911
Change-1,862,911 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,850,117
Change-1,850,117 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,811,836
Change-1,811,836 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,682,018
Change-1,682,018 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 1,613,491
Change-1,613,491 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,586,586
Change-1,586,586 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,555,667
Change-1,555,667 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,465,012
Change-1,465,012 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,420,725
Change-1,420,725 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 1,399,521
Change-1,399,521 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,186,671
Change-1,186,671 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,166,284
Change-1,166,284 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 921,015
Change-921,015 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 870,406
Change-870,406 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 806,931
Change-806,931 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 743,052
Change-743,052 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 653,377
Change-653,377 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 648,706
Change-648,706 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 646,827
Change-646,827 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 617,375
Change-617,375 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 602,758
Change-602,758 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 582,657
Change-582,657 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 568,257
Change-568,257 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 547,077
Change-547,077 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 500,986
Change-500,986 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 490,746
Change-490,746 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 418,587
Change-418,587 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 397,359
Change-397,359 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 394,744
Change-394,744 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 394,300
Change-394,300 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 386,620
Change-386,620 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 384,908
Change-384,908 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 366,099
Change-366,099 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 347,965
Change-347,965 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 345,776
Change-345,776 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 343,306
Change-343,306 (-100%)
Value—
Commerce Bank
N/A
Shares— from 336,982
Change-336,982 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 326,653
Change-326,653 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 315,302
Change-315,302 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 297,944
Change-297,944 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 293,156
Change-293,156 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 282,065
Change-282,065 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 269,789
Change-269,789 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 256,210
Change-256,210 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 253,954
Change-253,954 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 248,054
Change-248,054 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 222,800
Change-222,800 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 222,605
Change-222,605 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 216,417
Change-216,417 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 213,107
Change-213,107 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 205,980
Change-205,980 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 201,936
Change-201,936 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 198,536
Change-198,536 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 197,025
Change-197,025 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 193,805
Change-193,805 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 190,099
Change-190,099 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 185,955
Change-185,955 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 184,987
Change-184,987 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 172,194
Change-172,194 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 161,394
Change-161,394 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 156,860
Change-156,860 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 152,762
Change-152,762 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 150,332
Change-150,332 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 140,504
Change-140,504 (-100%)
Value—
Blair William & Co
N/A
Shares— from 139,784
Change-139,784 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 130,698
Change-130,698 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 130,098
Change-130,098 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 128,351
Change-128,351 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 128,029
Change-128,029 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 126,533
Change-126,533 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 123,493
Change-123,493 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 114,685
Change-114,685 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 112,438
Change-112,438 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 106,572
Change-106,572 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 104,944
Change-104,944 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 98,785
Change-98,785 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 98,202
Change-98,202 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 97,528
Change-97,528 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 96,967
Change-96,967 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 96,132
Change-96,132 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 95,528
Change-95,528 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 90,759
Change-90,759 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 90,718
Change-90,718 (-100%)
Value—
Bank of Marin
N/A
Shares— from 89,433
Change-89,433 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 86,863
Change-86,863 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 84,325
Change-84,325 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 82,769
Change-82,769 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 82,202
Change-82,202 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 80,668
Change-80,668 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 80,534
Change-80,534 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 80,525
Change-80,525 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 74,462
Change-74,462 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 73,100
Change-73,100 (-100%)
Value—
Invst, LLC
N/A
Shares— from 71,991
Change-71,991 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 70,805
Change-70,805 (-100%)
Value—
&partners
N/A
Shares— from 69,198
Change-69,198 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 68,518
Change-68,518 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 68,058
Change-68,058 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 66,613
Change-66,613 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 63,668
Change-63,668 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 63,181
Change-63,181 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 56,491
Change-56,491 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 53,795
Change-53,795 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 50,764
Change-50,764 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 49,543
Change-49,543 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 49,456
Change-49,456 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 48,749
Change-48,749 (-100%)
Value—
BNP Paribas
N/A
Shares— from 48,399
Change-48,399 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 48,364
Change-48,364 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 46,491
Change-46,491 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 45,160
Change-45,160 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 44,523
Change-44,523 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 44,147
Change-44,147 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 43,711
Change-43,711 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 43,116
Change-43,116 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 42,319
Change-42,319 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 42,294
Change-42,294 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 42,013
Change-42,013 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,783
Change-40,783 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 40,351
Change-40,351 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 39,490
Change-39,490 (-100%)
Value—
Betterment LLC
N/A
Shares— from 39,290
Change-39,290 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 38,773
Change-38,773 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 38,678
Change-38,678 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 37,380
Change-37,380 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 36,438
Change-36,438 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 36,013
Change-36,013 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,870
Change-35,870 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 35,815
Change-35,815 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 35,528
Change-35,528 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 34,911
Change-34,911 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 34,844
Change-34,844 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 34,346
Change-34,346 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 33,841
Change-33,841 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 32,780
Change-32,780 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 32,203
Change-32,203 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 32,027
Change-32,027 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 31,936
Change-31,936 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 31,631
Change-31,631 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 31,569
Change-31,569 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 30,843
Change-30,843 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,402
Change-30,402 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 29,986
Change-29,986 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29,007
Change-29,007 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 28,909
Change-28,909 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 28,226
Change-28,226 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 28,192
Change-28,192 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,709
Change-27,709 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 27,687
Change-27,687 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 27,429
Change-27,429 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 27,189
Change-27,189 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 25,854
Change-25,854 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,630
Change-25,630 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,120
Change-25,120 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 25,099
Change-25,099 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 25,083
Change-25,083 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 24,449
Change-24,449 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 23,935
Change-23,935 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 23,711
Change-23,711 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 23,679
Change-23,679 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 22,994
Change-22,994 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 22,512
Change-22,512 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 21,175
Change-21,175 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 21,069
Change-21,069 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,903
Change-20,903 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 20,695
Change-20,695 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 20,493
Change-20,493 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 20,297
Change-20,297 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,494
Change-19,494 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,344
Change-19,344 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 19,134
Change-19,134 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,118
Change-19,118 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 18,962
Change-18,962 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 18,507
Change-18,507 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 18,261
Change-18,261 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 18,220
Change-18,220 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,118
Change-18,118 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,734
Change-17,734 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 17,310
Change-17,310 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 16,861
Change-16,861 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,340
Change-16,340 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 16,209
Change-16,209 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 15,907
Change-15,907 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 15,739
Change-15,739 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 15,266
Change-15,266 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 14,825
Change-14,825 (-100%)
Value—
Nwam LLC
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,064
Change-14,064 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 13,926
Change-13,926 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 13,008
Change-13,008 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,466
Change-12,466 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 12,133
Change-12,133 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,842
Change-11,842 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 9,701
Change-9,701 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,295
Change-9,295 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 7,886
Change-7,886 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 712
Change-712 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 576
Change-576 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 569
Change-569 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 259
Change-259 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 186
Change-186 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 170
Change-170 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 148
Change-148 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4
Change-4 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4
Change-4 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Keystone Global Partners, LLC
INCREASED121,561,31817,813+121,543,505+682330%$430.0K$2.9M+$2.5M2026-10-13
MCF Advisors LLC
INCREASED5,182,5874,431,584+751,003+17%$107.0M$123.7M+$16.7M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED4,479,0764,095,259+383,817+9%$98.6M$106.9M+$8.3M2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED4,412,6154,082,346+330,269+8%$98.5M$105.3M+$6.7M2026-10-15
Bangor Savings Bank
INCREASED2,768,0282,758,500+9,528+0%$66.6M$66.0M-$545.1K2026-10-06
Midwest Trust Co
INCREASED2,560,5052,533,641+26,864+1%$61.2M$61.1M-$68.4K2026-10-22
LVW Advisors, LLC
INCREASED2,411,3392,182,846+228,493+10%$52.7M$57.5M+$4.8M2026-10-19
Fiduciary Financial Group, LLC
INCREASED2,355,0662,304,888+50,178+2%$55.6M$56.2M+$551.9K2026-10-13
TruNorth Capital Management, LLC
INCREASED2,236,6202,111,731+124,889+6%$51.0M$53.4M+$2.4M2026-10-14
RMR Wealth Builders
INCREASED1,954,4781,650,711+303,767+18%$39.8M$46.6M+$6.8M2026-10-22
High Probability Advisors, LLC
INCREASED1,839,6511,758,868+80,783+5%$42.5M$43.9M+$1.4M2026-10-19
Stephens Group Asset Management, LLC
INCREASED1,712,5751,612,677+99,898+6%$38.9M$40.9M+$1.9M2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED1,695,3371,696,406-1,0690%$41.0M$40.5M-$500.5K2026-10-05
Willis Johnson Wealth, Inc.
INCREASED1,672,9961,610,643+62,353+4%$38.9M$39.9M+$1.0M2026-11-03
Davenport & Co LLC
INCREASED1,645,6051,644,809+796+0%$39.7M$39.3M-$441.6K2026-10-14
United Capital Management of KS, Inc.
INCREASED1,248,3021,208,778+39,524+3%$29.2M$29.8M+$604.6K2026-11-04
MBM Wealth Consultants, LLC
INCREASED1,200,0121,110,545+89,467+8%$26.8M$28.6M+$1.8M2026-10-20
Avior Wealth Management, LLC
INCREASED1,138,8101,083,719+55,091+5%$26.2M$27.2M+$1.0M2026-10-13
Charles Schwab Trust Co
DECREASED1,083,2931,139,286-55,993-5%$27.5M$25.8M-$1.7M2026-10-15
Holcombe Financial, Inc.
INCREASED1,040,5551,025,561+14,994+1%$24.8M$24.8M+$70.6K2026-10-16
Journey Advisory Group, LLC
INCREASED1,001,217900,961+100,256+11%$21.7M$23.9M+$2.1M2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED949,186965,268-16,082-2%$23.3M$22.6M-$654.0K2026-10-08
Black Diamond Financial, LLC
INCREASED940,565821,997+118,568+14%$19.8M$22.4M+$2.6M2026-10-26
Kestra Investment Management, LLC
INCREASED920,538891,421+29,117+3%$21.5M$22.0M+$445.1K2026-11-04
KRM Wealth Management L.L.C.
INCREASED869,135780,780+88,355+11%$18.8M$20.7M+$1.9M2026-11-02
Courage Miller Partners, LLC
INCREASED867,904850,858+17,046+2%$20.5M$20.7M+$168.5K2026-10-21
Novem Group
INCREASED865,926826,202+39,724+5%$19.9M$20.7M+$716.5K2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED848,790809,728+39,062+5%$19.5M$20.3M+$705.3K2026-10-23
Fund Evaluation Group, LLC
UNCHANGED772,924772,92400%$18.7M$18.4M-$216.4K2026-11-05
Prairiewood Capital, LLC
INCREASED698,165621,511+76,654+12%$15.0M$16.7M+$1.7M2026-10-16
Robinswood Financial LLC
INCREASED693,423682,357+11,066+2%$16.5M$16.6M+$100.7K2026-10-20
Clear Retirement Advice LLC
INCREASED690,428669,894+20,534+3%$16.2M$16.5M+$302.4K2026-10-22
AdvisorNet Financial, Inc
DECREASED689,127847,580-158,453-19%$20.5M$16.4M-$4.0M2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED672,701652,259+20,442+3%$15.7M$16.1M+$305.1K2026-10-08
Arnold Financial Planning LLC
INCREASED630,527547,509+83,018+15%$13.2M$15.0M+$1.8M2026-10-20
Stonebridge Financial Group, LLC
DECREASED607,585611,439-3,854-1%$14.8M$14.5M-$263.2K2026-10-01
Farther Finance Advisors, LLC
DECREASED592,259677,248-84,989-13%$16.3M$14.1M-$2.2M2026-10-08
Towneley Capital Management, Inc / de
INCREASED562,783557,119+5,664+1%$13.4M$13.4M-$20.9K2026-10-09
Wealth Forward, LLC
INCREASED544,70328,265+516,438+1827%$682.3K$13.0M+$12.3M2026-10-14
Inspire Investing, LLC
DECREASED544,230628,888-84,658-13%$15.2M$13.0M-$2.2M2026-10-22
Peterson Wealth Advisors, LLC
INCREASED531,181487,954+43,227+9%$11.8M$12.7M+$894.8K2026-10-08
Marotta Asset Management
DECREASED526,754558,418-31,664-6%$13.4M$12.6M-$861.6K2026-10-02
Blue Sky Capital Consultants Group, Inc.
INCREASED524,983507,188+17,795+4%$12.2M$12.5M+$282.6K2026-10-13
Phillip James Consulting Co.
INCREASED495,729488,526+7,203+1%$11.8M$11.8M+$36.3K2026-11-03
US Bancorp \de\
DECREASED492,480520,307-27,827-5%$12.6M$11.8M-$809.6K2026-11-05
Clarity Wealth Development LLC
INCREASED488,420337,232+151,188+45%$8.1M$11.7M+$3.5M2026-10-22
First National Trust Co
INCREASED472,337464,458+7,879+2%$11.2M$11.3M+$57.9K2026-10-28
Sims Investment Management, LLC
INCREASED471,683455,538+16,145+4%$11.0M$11.3M+$257.7K2026-10-13
Bank of New York Mellon Corp
DECREASED466,659562,000-95,341-17%$13.6M$11.1M-$2.4M2026-11-05
Brown Wealth Management, LLC
INCREASED431,617409,958+21,659+5%$9.9M$10.3M+$402.0K2026-10-20
Milestone Investment Advisors LLC
INCREASED429,910407,543+22,367+5%$9.8M$10.3M+$419.6K2026-11-05
L. Roy Papp & Associates, LLP
DECREASED420,054467,341-47,287-10%$11.3M$10.0M-$1.3M2026-10-21
Savant Capital, LLC
DECREASED416,287904,197-487,910-54%$21.9M$9.9M-$12.0M2026-11-06
Rosenberg Matthew Hamilton
INCREASED409,323391,123+18,200+5%$9.4M$9.8M+$324.7K2026-10-05
Maltin Wealth Management, Inc.
INCREASED409,025312,086+96,939+31%$7.5M$9.8M+$2.2M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED404,817350,692+54,125+15%$8.5M$9.7K-$8.5M2026-11-02
Western Reserve Capital Management, LLC
INCREASED400,209374,271+25,938+7%$9.0M$9.5M+$514.1K2026-10-14
Sherman Asset Management, Inc.
INCREASED350,11261,718+288,394+467%$1.5M$8.4M+$6.9M2026-11-05
MGO One Seven LLC
DECREASED333,742359,258-25,516-7%$8.7M$8.0M-$709.4K2026-10-28
Farrow Financial, Inc.
INCREASED332,700301,665+31,035+10%$7.3M$7.9M+$656.0K2026-10-30
Creative Planning
DECREASED327,329374,721-47,392-13%$9.0M$7.8M-$1.2M2026-11-02
Associated Banc-Corp
DECREASED321,339325,596-4,257-1%$7.9M$7.7M-$192.7K2026-10-30
SMI Advisory Services, LLC
INCREASED321,191321,160+31+0%$7.7M$7.7M-$73.1K2026-10-13
Castle Rock Wealth Management, LLC
NEW319,545—+319,545——$7.6M—2026-10-09
Plan A Wealth LLC
INCREASED310,692288,517+22,175+8%$7.0M$7.4M+$448.3K2026-10-08
Fifth Third Securities, Inc.
INCREASED310,265260,239+50,026+19%$6.3M$7.4M+$1.1M2026-10-21
Abacus Planning Group, Inc.
INCREASED304,759300,035+4,724+2%$7.2M$7.3M+$28.7K2026-11-02
Islay Capital Management, LLC
INCREASED294,870219,598+75,272+34%$5.3M$7.0M+$1.7M2026-10-20
Grove Street Fiduciary, LLC
DECREASED288,811292,514-3,703-1%$7.1M$6.9M-$170.3K2026-10-13
Park Avenue Securities LLC
DECREASED283,404358,800-75,396-21%$8.7M$6.8K-$8.7M2026-10-26
Altiora Financial Group, LLC
DECREASED276,375333,017-56,642-17%$8.0M$6.6M-$1.4M2026-11-04
BIP Wealth, LLC
INCREASED268,136256,043+12,093+5%$6.2M$6.4M+$216.9K2026-10-22
Valpey Financial Services, LLC
INCREASED262,582236,032+26,550+11%$5.7M$6.3M+$567.4K2026-10-30
Csenge Advisory Group
INCREASED260,475177,463+83,012+47%$4.3M$6.2M+$1.9M2026-11-04
CFG Wealth Management Services, Inc.
INCREASED249,507206,470+43,037+21%$5.0M$5.9M+$984.2K2026-10-21
Apella Capital, LLC
DECREASED242,405245,952-3,547-1%$5.9M$5.8M-$136.3K2026-10-08
Successful Portfolios LLC
INCREASED241,307230,209+11,098+5%$5.5M$5.8M+$208.3K2026-10-09
Assetmark, Inc
INCREASED231,77718,607+213,170+1146%$449.2K$5.5M+$5.1M2026-10-21
Thrivent Financial for Lutherans
DECREASED226,963240,648-13,685-6%$5.8M$5.4K-$5.8M2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED225,754234,582-8,828-4%$5.7M$5.4M-$276.3K2026-10-14
Evensky & Katz LLC
DECREASED219,423222,902-3,479-2%$5.4M$5.2K-$5.4M2026-10-27
Bigelow Investment Advisors, LLC
INCREASED217,685206,562+11,123+5%$5.0M$5.2M+$207.6K2026-10-13
HB Wealth Management, LLC
DECREASED211,617225,822-14,205-6%$5.5M$5.0M-$402.2K2026-10-23
StoneX Group Inc.
INCREASED204,710183,414+21,296+12%$4.4M$4.9M+$457.4K2026-11-03
BFI Wealth Solutions, LLC
INCREASED200,715119,465+81,250+68%$2.9M$4.8M+$1.9M2026-10-16
Resonant Capital Advisors, LLC
DECREASED193,138286,539-93,401-33%$6.9M$4.6M-$2.3M2026-10-15
Brookstone Capital Management
INCREASED191,397159,887+31,510+20%$3.9M$4.6M+$707.0K2026-10-22
Pflug Koory, LLC
DECREASED186,867188,599-1,732-1%$4.6M$4.5M-$94.1K2026-10-26
ZynergyRetirementPlanningLLC
DECREASED185,546449,104-263,558-59%$10.8M$4.4M-$6.4M2026-10-08
Christensen, King & Associates Investment Services, Inc.
INCREASED181,932178,348+3,584+2%$4.3M$4.3M+$35.6K2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED181,027195,129-14,102-7%$4.7M$4.3M-$391.1K2026-10-28
Truist Financial Corp
INCREASED180,863180,579+284+0%$4.4M$4.3M-$43.8K2026-10-30
Harrington Investments, Inc
DECREASED177,834183,194-5,360-3%$4.4M$4.2M-$179.2K2026-10-14
Focus Financial Network, Inc.
DECREASED169,999228,865-58,866-26%$5.5M$4.1M-$1.5M2026-10-14
Dynamic Advisor Solutions LLC
DECREASED169,657235,386-65,729-28%$5.7M$4.0M-$1.6M2026-10-13
WT Wealth Management
INCREASED168,274124,501+43,773+35%$3.0M$4.0M+$1.0M2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED167,869173,576-5,707-3%$4.2M$4.0M-$164.1K2026-10-21
WBH Advisory Inc
DECREASED163,553239,495-75,942-32%$5.8M$3.9M-$1.9M2026-11-05
Kestra Advisory Services, LLC
INCREASED159,38644,015+115,371+262%$1.1M$3.8M+$2.7M2026-11-02
Versant Capital Management, Inc
INCREASED154,449134,827+19,622+15%$3.3M$3.7M+$430.4K2026-10-02
Investment Research Partners LLC
INCREASED150,217141,048+9,169+7%$3.4M$3.6M+$179.3K2026-10-19
Cornerstone Wealth Advisors, Inc.
DECREASED149,810179,940-30,130-17%$4.3M$3.6M-$769.3K2026-10-16
Johnson Financial Group, LLC
DECREASED146,593150,916-4,323-3%$3.6M$3.5M-$145.4K2026-11-03
Lodestar Private Asset Management LLC
INCREASED146,226122,656+23,570+19%$3.0M$3.5M+$528.0K2026-10-26
Commonwealth Equity Services, LLC
INCREASED145,249138,561+6,688+5%$3.3M$3.5M+$120.8K2026-11-02
Park National Corp
INCREASED141,559134,667+6,892+5%$3.3M$3.4M+$126.7K2026-10-05
Great Lakes Retirement, Inc.
DECREASED135,148136,163-1,015-1%$3.3M$3.2M-$62.3K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED133,530128,394+5,136+4%$3.1M$3.2M+$86.6K2026-10-30
TrustWell Financial Advisors, LLC
INCREASED130,525128,130+2,395+2%$3.1M$3.1M+$21.3K2026-10-15
Journey Beyond Wealth, LLC
INCREASED129,889128,986+903+1%$3.1M$3.1M-$14.6K2026-11-04
Eagle Strategies LLC
INCREASED129,026128,687+339+0%$3.1M$3.1M-$27.9K2026-10-16
Pinkerton Wealth, LLC
INCREASED129,023118,840+10,183+9%$2.9M$3.1M+$194.2K2026-10-29
Main Street Group, LTD
DECREASED128,790150,987-22,197-15%$3.6M$3.1M-$571.9K2026-10-28
ETF Store, Inc.
DECREASED127,526129,546-2,020-2%$3.1M$3.0M-$84.5K2026-10-19
SigFig Wealth Management, LLC
INCREASED126,962123,085+3,877+3%$3.0M$3.0M+$55.6K2026-10-07
Asset Allocation Strategies LLC
INCREASED126,658117,630+9,028+8%$2.8M$3.0M+$182.5K2026-10-20
Globalt Investments LLC / GA
DECREASED126,429129,666-3,237-2%$3.1M$3.0M-$113.5K2026-10-27
Sima Wealth Partners, LLC
INCREASED125,827120,850+4,977+4%$2.9M$3.0M+$84.9K2026-10-19
Heritage Wealth Management, Inc.
UNCHANGED125,000125,00000%$3.0M$3.0M-$35.0K2026-10-27
True Freedom Investing, LLC
INCREASED121,909111,927+9,982+9%$2.7M$2.9M+$192.3K2026-10-29
XY Planning Network, Inc.
INCREASED121,380105,903+15,477+15%$2.6M$2.9M+$339.6K2026-10-14
Burk Holdings LLC
INCREASED120,718109,142+11,576+11%$2.6M$2.9M+$245.7K2026-11-05
Verdence Capital Advisors LLC
INCREASED120,574117,506+3,068+3%$2.8M$2.9M+$40.3K2026-10-26
Triad Wealth Partners, LLC
DECREASED119,284132,180-12,896-10%$3.2M$2.8M-$330.2K2026-10-26
Creative Financial Designs Inc
INCREASED119,033110,183+8,850+8%$2.7M$2.8M+$180.3K2026-11-04
Pittenger & Anderson Inc
INCREASED111,98093,466+18,514+20%$2.3M$2.7M+$415.6K2026-11-02
North Forty Two & Co.
DECREASED110,606118,056-7,450-6%$2.8M$2.6M-$210.8K2026-10-19
GW Henssler & Associates LTD
DECREASED109,362117,812-8,450-7%$2.8M$2.6M-$234.6K2026-10-26
Ballast Rock Private Wealth LLC
INCREASED107,647101,171+6,476+6%$2.4M$2.6M+$126.2K2026-10-26
Capital Investment Advisors, LLC
INCREASED107,16197,096+10,065+10%$2.3M$2.6M+$213.0K2026-10-22
Vise Technologies, Inc.
INCREASED104,89478,986+25,908+33%$1.9M$2.5M+$596.1K2026-10-29
Frontier Asset Management, LLC
DECREASED103,529105,764-2,235-2%$2.6M$2.5M-$82.9K2026-10-28
National Wealth Management Group, LLC
DECREASED103,127117,125-13,998-12%$2.8M$2.5M-$366.8K2026-10-26
Carnegie Investment Counsel
DECREASED101,966102,496-530-1%$2.5M$2.4M-$41.3K2026-10-20
Compass Financial Group, Inc
INCREASED99,24882,326+16,922+21%$2.0M$2.4M+$380.7K2026-10-13
New Hampshire Trust
INCREASED98,92771,797+27,130+38%$1.7M$2.4M+$627.2K2026-10-20
IFP Advisors, Inc
INCREASED98,75785,116+13,641+16%$2.1M$2.4M+$301.6K2026-10-16
VestGen Advisors, LLC
DECREASED95,296105,526-10,230-10%$2.5M$2.3M-$273.6K2026-10-27
Pines Wealth Management, LLC
INCREASED94,48689,166+5,320+6%$2.2M$2.3M+$102.0K2026-10-21
W.H. Cornerstone Investments Inc.
DECREASED94,479111,555-17,076-15%$2.7M$2.3M-$438.7K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED93,152135,624-42,472-31%$3.3M$2.2M-$1.1M2026-10-20
Blue Capital, Inc.
DECREASED92,172123,250-31,078-25%$3.0M$2.2M-$776.0K2026-10-13
Sheets Smith Wealth Management
INCREASED90,95987,384+3,575+4%$2.1M$2.2M+$60.8K2026-10-16
Collaborative Fund Advisors, LLC
DECREASED90,142120,994-30,852-25%$2.9M$2.2M-$770.0K2026-11-02
Centurion Wealth Management LLC
INCREASED89,55978,255+11,304+14%$1.9M$2.1M+$247.8K2026-10-13
DMC Group, LLC
INCREASED87,37979,535+7,844+10%$1.9M$2.1M+$164.9K2026-10-26
RCS Financial Planning, LLC
NEW83,965—+83,965——$2.0M—2026-10-14
Lantern Wealth Advisors, LLC
DECREASED82,43583,949-1,514-2%$2.0M$2.0M-$59.6K2026-10-22
Anderson Hoagland & Co
DECREASED78,218100,729-22,511-22%$2.4M$1.9M-$557.5K2026-10-23
Nations Financial Group Inc,
INCREASED77,32458,474+18,850+32%$1.4M$1.8M+$433.4K2026-11-05
First Financial Group Corp
DECREASED75,68088,180-12,500-14%$2.1M$1.8M-$322.9K2026-10-22
Juncture Wealth Strategies, LLC
DECREASED75,58677,123-1,537-2%$1.9M$1.8M-$58.3K2026-10-06
True Link Financial Advisors, LLC
INCREASED75,22858,937+16,291+28%$1.4M$1.8M+$372.2K2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED75,08874,570+518+1%$1.8M$1.8M-$8.5K2026-11-02
Reality Financial Planning Services, LLC
DECREASED73,18973,797-608-1%$1.8M$1.7M-$35.2K2026-11-03
Kuhn & Co Investment Counsel
INCREASED71,34535,843+35,502+99%$865.3K$1.7M+$837.0K2026-10-29
Traveka Wealth, LLC
NEW69,894—+69,894——$1.7M—2026-10-19
Breakwater Investment Management
DECREASED68,49983,963-15,464-18%$2.0M$1.6M-$392.5K2026-10-20
Innovative Wealth Building LLC
DECREASED67,79670,100-2,304-3%$1.7M$1.6M-$74.6K2026-10-14
Roberts Financial Services LLC
DECREASED67,01467,825-811-1%$1.6M$1.6M-$38.3K2026-10-23
Tanglewood Wealth Management, Inc.
DECREASED66,44797,461-31,014-32%$2.4M$1.6M-$767.3K2026-10-23
United Advisor Group, LLC
INCREASED64,28657,199+7,087+12%$1.4M$1.5M+$153.1K2026-11-03
Barton Investment Management
NEW62,420—+62,420——$1.5M—2026-10-27
Joel Isaacson & Co., LLC
DECREASED61,47962,651-1,172-2%$1.5M$1.5M-$45.5K2026-11-05
DBK Financial Counsel, LLC
DECREASED58,67058,834-1640%$1.4M$1.4M-$20.4K2026-10-13
ARK & TLK Investments, LLC
DECREASED57,81458,082-2680%$1.4M$1.4M-$22.7K2026-10-20
MBE Wealth Management, LLC
DECREASED57,27458,298-1,024-2%$1.4M$1.4M-$40.8K2026-10-26
K2 Financial Inc.
INCREASED56,77547,125+9,650+20%$1.1M$1.4M+$219.4K2026-10-26
Beverly Hills Private Wealth, LLC
DECREASED56,59457,319-725-1%$1.4M$1.4M-$33.3K2026-11-04
Opus Financial Solutions LLC
DECREASED55,73359,074-3,341-6%$1.4M$1.3M-$96.3K2026-11-06
Great Waters Wealth Management
INCREASED55,56055,352+208+0%$1.3M$1.3M-$10.6K2026-10-07
Highline Wealth Partners LLC
INCREASED55,37555,189+186+0%$1.3M$1.3M-$11.0K2026-10-19
Tempus Wealth Planning, LLC
INCREASED55,32052,725+2,595+5%$1.3M$1.3M+$47.2K2026-10-14
Alliance Wealth Management Group
INCREASED55,20550,588+4,617+9%$1.2M$1.3M+$96.0K2026-10-29
Towercrest Capital Management
INCREASED55,20550,588+4,617+9%$1.2M$1.3M+$96.0K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED54,49947,629+6,870+14%$1.1M$1.3M+$150.6K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED53,30949,340+3,969+8%$1.2M$1.3M+$80.9K2026-11-05
Team Financial Group, LLC
DECREASED52,75465,251-12,497-19%$1.6M$1.3M-$316.4K2026-10-30
Tortoise Investment Management, LLC
DECREASED52,49753,279-782-1%$1.3M$1.3M-$33.6K2026-11-06
Saxony Capital Management, LLC
NEW52,237—+52,237——$1.2M—2026-10-15
Compass Financial Management LLC
DECREASED52,23154,609-2,378-4%$1.3M$1.2M-$72.0K2026-10-30
Barnes Dennig Private Wealth Management LLC
DECREASED52,01154,468-2,457-5%$1.3M$1.2M-$73.9K2026-10-30
SeaCrest Wealth Management, LLC
DECREASED51,93052,580-650-1%$1.3M$1.2M-$30.2K2026-10-21
Seek First Inc.
DECREASED51,72052,412-692-1%$1.3M$1.2M-$31.2K2026-10-27
Upper Left Wealth Management, LLC
NEW51,419—+51,419——$1.2M—2026-10-14
Asset One Wealth Management LLC
INCREASED51,20529,905+21,300+71%$720.7K$1.2M+$501.0K2026-11-02
Aventus Investment Advisors, Inc.
DECREASED50,84253,993-3,151-6%$1.3M$1.2M-$90.3K2026-10-09
Veery Capital, LLC
INCREASED50,09450,059+35+0%$1.2M$1.2M-$13.2K2026-10-07
Tennessee Valley Asset Management Partners
INCREASED49,34549,330+15+0%$1.2M$1.2M-$13.5K2026-11-03
Gilbert Capital Group, Inc.
DECREASED47,66067,813-20,153-30%$1.6M$1.1M-$499.8K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED47,07934,374+12,705+37%$829.8K$1.1M+$293.5K2026-10-16
Downshift Financial, LLC
INCREASED46,55736,519+10,038+27%$881.6K$1.1M+$229.3K2026-10-13
Rossby Financial, LCC
INCREASED46,47042,434+4,036+10%$1.0M$1.1M+$84.4K2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED46,03445,763+271+1%$1.1M$1.1M-$6.4K2026-10-23
Evanson Financial, LLC
INCREASED45,80945,541+268+1%$1.1M$1.1M-$6.4K2026-10-23
Twele Capital Management, Inc.
INCREASED45,69344,973+720+2%$1.1M$1.1M+$4.6K2026-10-13
Sellwood Investment Partners LLC
DECREASED45,53259,024-13,492-23%$1.4M$1.1M-$338.5K2026-11-03
ARS Wealth Advisors Group, LLC
UNCHANGED45,39745,39700%$1.1M$1.1M-$12.7K2026-10-16
Family Investment Center, Inc.
INCREASED41,82838,267+3,561+9%$923.8K$998.0K+$74.3K2026-10-19
Independent Financial Group, LLC
INCREASED40,81438,079+2,735+7%$919.2K$973.8K+$54.6K2026-10-13
LifePlan Financial, LLC
INCREASED40,75340,021+732+2%$966.1K$972.8K+$6.7K2026-10-13
Diversify Wealth Management, LLC
INCREASED38,47136,740+1,731+5%$884.0K$919.1K+$35.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED38,47136,740+1,731+5%$884.0K$919.1K+$35.1K2026-10-20
Mendota Financial Group, LLC
DECREASED38,11457,344-19,230-34%$1.4M$909.4K-$474.9K2026-10-07
Meridian Wealth Management, LLC
DECREASED37,88240,211-2,329-6%$970.7K$903.9K-$66.8K2026-11-05
Foster Victor Wealth Advisors, LLC
DECREASED37,70446,561-8,857-19%$1.1M$901.1K-$220.1K2026-10-21
Madden Securities Corp
DECREASED36,93839,813-2,875-7%$961.1K$881.3K-$79.7K2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED36,90836,964-560%$892.3K$880.6K-$11.7K2026-10-13
Princeton Global Asset Management LLC
DECREASED35,05741,649-6,592-16%$1.0M$836.5K-$168.9K2026-10-21
Granville Capital, Inc.
INCREASED34,51633,978+538+2%$820.2K$823.5K+$3.3K2026-11-05
Beacon Financial Advisory LLC
DECREASED34,31957,227-22,908-40%$1.4M$818.9K-$562.6K2026-10-16
D.B. Root & Company, LLC
DECREASED34,06338,301-4,238-11%$924.6K$812.8K-$111.8K2026-11-04
First County Bank
INCREASED34,01332,046+1,967+6%$773.6K$811.6K+$38.0K2026-10-13
Elmwood Wealth Management, Inc.
UNCHANGED34,00034,00000%$820.8K$811.2K-$9.5K2026-10-14
L.K. Benson & Company, P.C.
INCREASED33,86328,697+5,166+18%$692.7K$808.0K+$115.2K2026-10-23
Altfest L J & Co Inc
INCREASED32,80732,747+60+0%$790.5K$782.8K-$7.8K2026-10-27
Cambridge Advisors Inc.
INCREASED32,79632,757+39+0%$790.8K$782.5K-$8.2K2026-10-19
Smithbridge Asset Management Inc
DECREASED32,76346,113-13,350-29%$1.1M$781.7K-$331.4K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED32,32127,142+5,179+19%$655.2K$771.2K+$116.0K2026-10-19
FAI Advisors, Inc.
INCREASED31,48929,296+2,193+7%$707.2K$751.3K+$44.1K2026-10-27
Pacific Capital Wealth Advisors, Inc.
DECREASED30,87146,922-16,051-34%$1.1M$736.6K-$396.1K2026-10-22
Westover Capital Advisors, LLC
DECREASED30,828507,206-476,378-94%$12.2M$735.6K-$11.5M2026-10-26
Avestar Capital, LLC
DECREASED30,46044,000-13,540-31%$1.1M$726.8K-$335.4K2026-10-28
Stewardship Advisors, LLC
INCREASED29,99629,674+322+1%$716.3K$715.7K-$6252026-10-20
Bdfs Capital LLC
DECREASED29,98137,332-7,351-20%$901.2K$715.3K-$185.9K2026-10-14
Mainsail Financial Group, LLC
DECREASED29,63744,953-15,316-34%$1.1M$707.1K-$378.0K2026-10-23
Adelphi Trust Co
INCREASED29,48226,864+2,618+10%$648.5K$703.4K+$54.9K2026-10-05
Sage Investment Advisers LLC
DECREASED28,84636,371-7,525-21%$878.0K$688.3K-$189.7K2026-10-21
Stonekeep Investments, LLC
INCREASED28,84427,859+985+4%$673$688.2K+$687.6K2026-10-15
Weitzel Financial Services, Inc.
INCREASED28,56727,911+656+2%$672.1K$680.3K+$8.2K2026-10-16
Sprinkle Financial Consultants LLC
DECREASED28,54039,434-10,894-28%$951.9K$681.0K-$271.0K2026-10-09
Titleist Asset Management, LLC
INCREASED28,51027,932+578+2%$674.3K$680.2K+$6.0K2026-10-08
Fifth Third Bancorp
INCREASED28,04517,883+10,162+57%$431.7K$669.2K+$237.5K2026-11-05
Global Trust Asset Management, LLC
DECREASED27,75029,600-1,850-6%$714.5K$662.1K-$52.4K2026-10-19
Simplicity Wealth,LLC
DECREASED27,74830,616-2,868-9%$739.1K$662.1K-$77.0K2026-10-23
Hartline Investment Corp/
UNCHANGED27,65027,65000%$667.5K$659.7K-$7.7K2026-10-29
Brucke Financial, Inc.
INCREASED27,58025,543+2,037+8%$616.6K$658.1K+$41.5K2026-10-23
Brighton Jones LLC
INCREASED27,56022,270+5,290+24%$537.6K$657.6K+$120.0K2026-11-03
Noble Family Wealth, LLC
INCREASED27,42025,773+1,647+6%$622.2K$654.2K+$32.1K2026-10-26
Align Financial, LLC
NEW27,166—+27,166——$648.2K—2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
DECREASED25,66329,870-4,207-14%$721.1K$612.3K-$108.7K2026-11-02
Citigroup Inc
INCREASED25,53925,125+414+2%$606.5K$609.3K+$2.8K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED25,42629,457-4,031-14%$711.1K$606.7K-$104.4K2026-10-13
Sapient Capital LLC
UNCHANGED24,53924,53900%$592.4K$585.5K-$6.9K2026-10-08
Choreo, LLC
DECREASED24,435528,348-503,913-95%$12.8M$583.0K-$12.2M2026-10-28
Moneco Advisors, LLC
DECREASED24,17524,674-499-2%$595.6K$576.8K-$18.8K2026-11-05
BCS Wealth Management
DECREASED23,91424,780-866-3%$598.2K$570.6K-$27.6K2026-11-03
waypoint wealth counsel
NEW23,500—+23,500——$560.7K—2026-10-22
Wealthcare Advisory Partners LLC
INCREASED23,34623,070+276+1%$556.9K$557.0K+$1222026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED23,12336,271-13,148-36%$875.6K$551.7K-$323.9K2026-11-03
Schaeffer Financial LLC
NEW22,607—+22,607——$539.4K—2026-10-23
Krilogy Financial LLC
DECREASED22,56024,224-1,664-7%$584.8K$538.3K-$46.5K2026-10-13
Tactive Advisors, LLC
INCREASED22,17911,339+10,840+96%$273.7K$529.2K+$255.5K2026-10-08
Valeo Financial Advisors, LLC
DECREASED21,95321,954-10%$117.8K$116.6K-$1.2K2026-10-08
Unify Financial Advisors
DECREASED21,35722,974-1,617-7%$554.6K$509.6K-$45.0K2026-11-03
Amicus Financial Advisors, LLC
DECREASED21,30421,320-160%$514.7K$508.3K-$6.4K2026-11-03
First Affirmative Financial Network
NEW21,301—+21,301——$508.2K—2026-10-21
Pacific Park Financial, Inc.
DECREASED21,11821,755-637-3%$525.2K$503.9K-$21.3K2026-10-13
Diversified Enterprises, LLC
INCREASED21,11620,511+605+3%$495.1K$503.8K+$8.7K2026-10-19
Firestone Capital Management
INCREASED20,7938,345+12,448+149%$201.4K$496.1K+$294.7K2026-11-03
Chapman Financial Group, LLC
INCREASED20,636436+20,200+4633%$10.5K$492.4K+$481.8K2026-10-26
Koshinski Asset Management, Inc.
DECREASED20,58327,315-6,732-25%$659.4K$491.1K-$168.3K2026-10-29
Live Oak Private Wealth LLC
INCREASED20,23420,193+41+0%$487.5K$482.8K-$4.7K2026-11-02
Advisor Resource Council
DECREASED20,15120,552-401-2%$495.1K$480.2K-$14.9K2026-11-05
Balboa Wealth Partners
INCREASED19,99315,520+4,473+29%$374.7K$477.0K+$102.4K2026-10-20
Guardian Financial Partners, LLC
DECREASED19,88941,331-21,442-52%$997.7K$474.6K-$523.2K2026-11-04
Perigon Wealth Management, LLC
INCREASED19,86019,514+346+2%$471.1K$473.9K+$2.8K2026-10-22
Blossom Wealth Management
INCREASED19,62919,403+226+1%$468.4K$468.3K-$402026-11-03
NewCorp Financial Services, Inc.
DECREASED19,53920,800-1,261-6%$502.1K$466.2K-$35.9K2026-10-14
Mission Wealth Management, LP
DECREASED19,51525,224-5,709-23%$608.9K$465.6K-$143.3K2026-10-15
Jacobi Capital Management LLC
INCREASED19,48819,310+178+1%$466.1K$465.0K-$1.2K2026-11-05
Independent Wealth Network Inc.
INCREASED19,18118,340+841+5%$442.7K$457.7K+$14.9K2026-10-19
Spinnaker Investment Group, LLC
UNCHANGED19,15319,15300%$462.4K$457.0K-$5.4K2026-10-13
Avant Financial Advisors LLC
INCREASED19,04318,742+301+2%$452.4K$454.4K+$1.9K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED18,93735,268-16,331-46%$851.4K$451.8K-$399.5K2026-10-13
1620 Investment Advisors, Inc.
UNCHANGED18,79618,79600%$453.7K$448.5K-$5.3K2026-11-04
Planned Solutions, Inc.
DECREASED18,67526,135-7,460-29%$630.9K$445.6K-$185.3K2026-10-19
Birchbrook, Inc.
INCREASED18,53818,408+130+1%$444.4K$442.3K-$2.1K2026-10-14
Mainstream Capital Management LLC
UNCHANGED18,33718,33700%$442.7K$437.5K-$5.1K2026-10-23
Autumn Glory Partners, LLC
INCREASED17,97014,870+3,100+21%$359.0K$428.8K+$69.8K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED17,87517,229+646+4%$415.9K$426.5K+$10.6K2026-10-16
Redw Wealth LLC
DECREASED17,26319,933-2,670-13%$481.2K$411.9K-$69.3K2026-11-02
Signet Investment Advisory Group, Inc.
DECREASED16,68116,807-126-1%$405.7K$398.0K-$7.7K2026-10-30
Signature Resources Capital Management, LLC
INCREASED16,41016,092+318+2%$388.5K$391.5K+$3.1K2026-10-16
Morton Capital Management LLC
NEW16,274—+16,274——$388.3K—2026-10-23
Enclave Advisors LLC
INCREASED16,26515,701+564+4%$379.0K$388.1K+$9.1K2026-10-14
Avail Investment Partners, LLC
INCREASED15,79713,466+2,331+17%$325.1K$376.9K+$51.8K2026-10-16
Financial Harvest, LLC
NEW15,661—+15,661——$373.7K—2026-10-15
Founders Financial Securities LLC
NEW15,477—+15,477——$369.3K—2026-10-28
LexAurum Advisors, LLC
DECREASED15,23515,300-650%$369.3K$363.5K-$5.8K2026-10-19
Hardin Capital Partners, LLC
INCREASED15,04715,029+18+0%$363.0K$359.0K-$3.9K2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED15,03914,038+1,001+7%$339.2K$358.8K+$19.7K2026-10-13
Chilton Capital Management LLC
DECREASED14,91516,069-1,154-7%$387.9K$355.9K-$32.0K2026-10-28
Kings Path Partners LLC
DECREASED14,66616,135-1,469-9%$389.5K$349.9K-$39.6K2026-10-21
Sightline Wealth Advisors, LLC
DECREASED14,64429,359-14,715-50%$708.7K$349.4K-$359.3K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED14,63212,449+2,183+18%$300.5K$349.1K+$48.6K2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED14,61814,789-171-1%$357.0K$348.8K-$8.2K2026-11-02
Signal Advisors Wealth, LLC
DECREASED14,60921,308-6,699-31%$514.4K$348.6K-$165.8K2026-10-13
Strategic Blueprint, LLC
DECREASED14,58021,908-7,328-33%$528.9K$347.9K-$181.0K2026-10-22
Arkfeld Wealth Strategies, L.L.C.
INCREASED14,50814,262+246+2%$343.6K$346.0K+$2.4K2026-10-19
WPG Advisers, LLC
INCREASED14,19614,120+76+1%$340.9K$338.7K-$2.1K2026-10-27
Latitude Advisors, LLC
INCREASED14,04013,962+78+1%$337.0K$335.0K-$2.0K2026-10-27
Lodestone Wealth Management LLC
INCREASED13,937288+13,649+4739%$7.0K$332.5K+$325.6K2026-10-14
Inman Jager Wealth Management, LLC
INCREASED13,83712,536+1,301+10%$302.6K$330.2K+$27.5K2026-11-05
Valley Forge Investment Consultants Inc ADV
INCREASED13,69413,163+531+4%$317.7K$326.7K+$9.0K2026-11-03
WBI Investments, LLC
NEW13,541—+13,541——$323.1K—2026-11-05
Carolina Wealth Management Inc
DECREASED13,52521,922-8,397-38%$529.2K$322.7K-$206.5K2026-10-29
Brewster Financial Planning LLC
INCREASED13,50512,005+1,500+12%$289.8K$322.2K+$32.4K2026-10-13
CGN Advisors LLC
UNCHANGED13,47013,47000%$325.2K$321.4K-$3.8K2026-10-21
Evermay Wealth Management LLC
DECREASED13,40813,801-393-3%$333.2K$319.9K-$13.2K2026-11-05
Friedenthal Financial
INCREASED13,28513,044+241+2%$314.9K$317.0K+$2.1K2026-10-27
Revisor Wealth Management LLC
INCREASED13,23912,824+415+3%$309.6K$316.6K+$7.1K2026-10-20
Badgley Phelps Wealth Managers, LLC
INCREASED12,88512,691+194+2%$306.4K$307.4K+$1.1K2026-10-22
Genesee Capital Advisors, LLC
INCREASED12,70012,606+94+1%$304.3K$303.0K-$1.3K2026-10-20
Myecfo, LLC
INCREASED12,66312,163+500+4%$293.6K$302.1K+$8.5K2026-10-14
Robertson Stephens Wealth Management, LLC
NEW12,627—+12,627——$301.3K—2026-10-16
Wedbush Securities Inc
DECREASED12,62612,659-330%$306.0K$301-$305.7K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED12,60911,611+998+9%$280.3K$300.9K+$20.6K2026-10-14
Anson Capital, Inc.
INCREASED12,34612,091+255+2%$291.9K$294.6K+$2.7K2026-10-23
Clay Northam Wealth Management, LLC
DECREASED12,30014,300-2,000-14%$345.2K$293.5K-$51.7K2026-10-13
Claro Advisors Inc.
DECREASED12,23617,435-5,199-30%$420.9K$292.0K-$128.9K2026-11-02
American Institute for Advanced Investment Management, LLP
UNCHANGED12,17512,17500%$293.9K$290.5K-$3.4K2026-11-03
American Capital Advisory, LLC
INCREASED11,96011,835+125+1%$285.7K$285.4K-$3312026-10-28
PFG Advisors
INCREASED11,94711,129+818+7%$268.7K$285.0K+$16.4K2026-10-16
Insight Wealth Strategies, LLC
NEW11,932—+11,932——$284.7K—2026-10-09
Gradient Capital Advisors, LLC
DECREASED11,86011,954-94-1%$288.6K$283.0K-$5.6K2026-10-21
Eagle Bay Advisors LLC
INCREASED11,84811,739+109+1%$283.4K$282.7K-$7002026-10-16
Pine Haven Investment Counsel, Inc
INCREASED11,6418,566+3,075+36%$206.8K$277.8K+$71.0K2026-11-02
Uptick Partners, LLC
DECREASED11,59212,422-830-7%$299.9K$276.6K-$23.3K2026-11-04
Values First Advisors, Inc.
DECREASED11,358296,679-285,321-96%$7.2M$271.0K-$6.9M2026-10-23
Elm3 Financial Group, LLC
NEW11,246—+11,246——$268.3K—2026-10-07
Morling Financial Advisors, LLC
DECREASED11,23312,559-1,326-11%$303.2K$268.0K-$35.2K2026-10-28
Old National Bancorp
NEW11,123—+11,123——$265.4K—2026-10-20
Meadowbrook Wealth Management, LLC
DECREASED11,00813,908-2,900-21%$335.0K$262.7K-$72.4K2026-10-08
Ballast Financial Advisors LLC
NEW10,714—+10,714——$255.6K—2026-10-26
Core Wealth Partners LLC
UNCHANGED10,62610,62600%$256.5K$253.5K-$3.0K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED10,61113,454-2,843-21%$324.8K$253.2K-$71.6K2026-10-22
John W. Brooker & Co., CPAs
INCREASED10,5949,764+830+9%$235.7K$252.8K+$17.1K2026-10-21
WMG Financial Advisors, LLC
UNCHANGED10,51310,51300%$253.8K$253.8K$02026-10-28
Certified Advisory Corp
NEW10,488—+10,488——$250.2K—2026-10-29
Lauterbach Financial Advisors, LLC
INCREASED10,4469,408+1,038+11%$227.1K$249.2K+$22.1K2026-10-21
Axxcess Wealth Management, LLC
DECREASED10,38025,684-15,304-60%$620.0K$247.7K-$372.3K2026-10-21
Lido Advisors, LLC
DECREASED10,347111,937-101,590-91%$2.7M$246.9K-$2.5M2026-11-04
Salem Investment Counselors Inc
NEW10,324—+10,324——$246.3K—2026-10-13
RFG Advisory, LLC
INCREASED10,2589,926+332+3%$239.6K$244.8K+$5.1K2026-11-03
Zullo Investment Group, Inc.
DECREASED10,22310,559-336-3%$254.9K$243.9K-$11.0K2026-10-20
Ejmk Ventures LLC
DECREASED10,10616,614-6,508-39%$401.1K$241.1K-$159.9K2026-10-21
Alpha Omega Wealth Management LLC
INCREASED10,0998,819+1,280+15%$212.9K$241.0K+$28.1K2026-10-23
Oppenheimer & Co Inc
DECREASED10,08710,334-247-2%$249.5K$240.7K-$8.8K2026-10-26
Silverlake Wealth Management LLC
DECREASED9,94415,603-5,659-36%$376.7K$237.3K-$139.4K2026-10-21
Edgemoor Investment Advisors, Inc.
DECREASED9,83610,386-550-5%$250.7K$234.7K-$16.0K2026-11-03
Lynx Investment Advisory
INCREASED9,7239,687+36+0%$233.8K$232.0K-$1.9K2026-10-27
Soltis Investment Advisors LLC
INCREASED9,6888,773+915+10%$211.8K$231.2K+$19.4K2026-10-28
Carrera Capital Advisors
INCREASED9,5209,171+349+4%$221.4K$227.2K+$5.8K2026-11-03
FCG Investment Co
NEW9,474—+9,474——$226.0K—2026-10-13
Graves Light Lenhart Wealth, Inc.
DECREASED9,34311,893-2,550-21%$287.1K$222.9K-$64.2K2026-10-09
Aull & Monroe Investment Management Corp
DECREASED9,3009,825-525-5%$237.2K$221.9K-$15.3K2026-10-16
Robinson Smith Wealth Advisors LLC
DECREASED9,29410,580-1,286-12%$255.4K$221.7K-$33.7K2026-10-22
Bridgelight Financial Advisors, Inc.
INCREASED8,9928,293+699+8%$200.2K$214.5K+$14.4K2026-10-20
Stirlingshire Investments, Inc.
DECREASED8,9899,780-791-8%$236.3K$214.7K-$21.6K2026-11-05
Modera Wealth Management, LLC
DECREASED8,9659,075-110-1%$219.1K$213.9K-$5.2K2026-10-28
Blume Capital Management, Inc.
UNCHANGED8,8988,89800%$214.8K$212.3K-$2.5K2026-10-26
Sentinel Pension Advisors, LLC
DECREASED8,7708,955-185-2%$215.8K$209.3K-$6.6K2026-11-02
TPG Advisors LLC
INCREASED8,5028,477+25+0%$204.6K$202.9K-$1.8K2026-10-16
Trek Financial, LLC
DECREASED8,46724,876-16,409-66%$600.5K$202.0K-$398.5K2026-10-29
Daytona Street Capital LLC
UNCHANGED7,9767,97600%$192.0K$190.0K-$2.0K2026-10-15
Fairman Group, LLC
UNCHANGED7,0307,03000%$169.7K$167.7K-$2.0K2026-10-26
Clean Yield Group
NEW6,724—+6,724——$160.4K—2026-10-28
Larson Financial Group LLC
INCREASED6,7024,078+2,624+64%$98.4K$159.9K+$61.5K2026-11-05
Private Trust Co NA
DECREASED6,4956,764-269-4%$163.3K$155.0K-$8.3K2026-10-20
Contravisory Investment Management, Inc.
DECREASED6,4206,422-20%$155.0K$153.2K-$1.8K2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED6,4176,358+59+1%$153.5K$153.1K-$3792026-10-28
Cape Investment Advisory, Inc.
INCREASED6,2335,067+1,166+23%$122.3K$148.7K+$26.4K2026-10-13
TD Private Client Wealth LLC
UNCHANGED5,7435,74300%$138.6K$137.0K-$1.6K2026-10-28
SRH Advisors, LLC
UNCHANGED5,6405,64000%$136.2K$134.6K-$1.6K2026-10-22
Central Trust Co
INCREASED5,1983,901+1,297+33%$94.2K$124.0K+$29.9K2026-11-05
Toth Financial Advisory Corp
DECREASED5,0297,048-2,019-29%$170.1K$120.0K-$50.1K2026-10-08
Bulwark Capital Corp
UNCHANGED4,9604,96000%$119.7K$118.3K-$1.4K2026-10-13
Root Financial Partners, LLC
NEW4,781—+4,781——$114.1K—2026-10-21
Archer Investment Corp
INCREASED4,6094,607+2+0%$111.2K$110.0K-$1.2K2026-11-05
Legacy Bridge, LLC
UNCHANGED4,6004,60000%$111.0K$109.8K-$1.3K2026-10-28
Peck Wealth Management, LLC
UNCHANGED4,0004,00000%$96.6K$95.4K-$1.1K2026-10-29
Eastern Bank
UNCHANGED3,8623,86200%$93.2K$92.1K-$1.1K2026-10-05
Provenance Wealth Advisors, LLC
NEW3,813—+3,813——$91.0K—2026-10-30
High Note Wealth, LLC
UNCHANGED3,6863,68600%$89.0K$87.9K-$1.0K2026-10-27
Key Capital Management, Inc
NEW2,982—+2,982——$71.2K—2026-11-03
Capital Investment Advisory Services, LLC
INCREASED2,8922,729+163+6%$65.9K$69.0K+$3.1K2026-10-30
Richards, Merrill & Peterson, Inc.
UNCHANGED2,6222,62200%$63.3K$62.6K-$7342026-10-19
Blue Trust, Inc.
DECREASED2,4962,950-454-15%$71.2K$59.6K-$11.7K2026-10-15
Grey Ledge Advisors, LLC
INCREASED2,3681,665+703+42%$40.2K$56.5K+$16.3K2026-11-02
Tradewinds Capital Management, LLC
INCREASED2,2902,287+3+0%$55.2K$54.6K-$5642026-10-23
CoreCap Advisors, LLC
UNCHANGED2,0862,08600%$50.4K$49.8K-$5842026-10-08
Kennebec Savings Bank
DECREASED2,0772,094-17-1%$50.5K$49.6K-$9922026-10-22
Gilpin Wealth Management, LLC
INCREASED2,0751,400+675+48%$33.8K$49.5K+$15.7K2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED1,8471,832+15+1%$44.2K$44.1K-$1262026-10-27
AlphaCore Capital LLC
INCREASED1,250248+1,002+404%$6.0K$29.8K+$23.8K2026-11-04
Physician Wealth Advisors, Inc.
DECREASED1,1421,150-8-1%$27.8K$27.2K-$5122026-10-20
Dorato Capital Management
INCREASED1,0941,084+10+1%$26.1K$26.1K+$22026-10-08
Costello Asset Management, Inc
INCREASED1,0651,055+10+1%$25.5K$25.4K-$632026-10-30
Nova Financial LLC
NEW1,022—+1,022——$24.4K—2026-11-04
Vision Financial Markets LLC
UNCHANGED1,0001,00000%$24.1K$23.9K-$2802026-10-22
Asset Dedication, LLC
INCREASED994172+822+478%$4.2K$23.7K+$19.6K2026-11-03
Lanark Financial, Inc.
INCREASED980922+58+6%$22.3K$23.4K+$1.1K2026-10-26
Carolina Wealth Advisors, LLC
NEW895—+895——$21.4K—2026-10-23
Nfsg Corp
DECREASED864901-37-4%$21.8K$20.6K-$1.1K2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED84484400%$20.4K$20.1K-$2362026-10-29
Provident Wealth Management, LLC
DECREASED8271,654-827-50%$39.9K$19.7K-$20.2K2026-10-20
Avion Wealth
UNCHANGED78078000%$18$18$02026-11-04
Towne Trust Company, N.a
NEW728—+728——$17.4K—2026-10-28
NBT Bank, N.A.
UNCHANGED70270200%$16.9K$16.8K-$1962026-10-21
Trust Co of Vermont
INCREASED643624+19+3%$15.1K$15.3K+$2792026-10-21
Golden State Wealth Management, LLC
INCREASED631625+6+1%$15.1K$15.1K-$382026-11-02
Davis Capital Management
UNCHANGED62862800%$15.2K$15.0K-$1762026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED54654600%$13.2K$13.0K-$1532026-10-27
GK Wealth Management LLC
NEW532—+532——$12.7K—2026-10-09
Silver Grove Financial Group, Inc.
INCREASED532520+12+2%$12.6K$12.7K+$1412026-11-05
Center for Financial Planning, Inc.
UNCHANGED50150100%$12.1K$12.0K-$1422026-10-26
Ascentis Independent Advisors
NEW500—+500——$11.9K—2026-11-03
Signature Equity Partners, LLC
INCREASED427399+28+7%$9.6K$10.2K+$5512026-10-29
GHP Investment Advisors, Inc.
NEW418—+418——$10.0K—2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED35635600%$8.6K$8.5K-$992026-10-13
Parkside Financial Bank & Trust
UNCHANGED31031000%$7.5K$7.4K-$872026-10-27
Parallel Advisors, LLC
DECREASED263583-320-55%$14.1K$6.3K-$7.8K2026-11-03
Wilmington Savings Fund Society, FSB
NEW245—+245——$5.8K—2026-10-23
McCarley & Cook Financial Planners
UNCHANGED22422400%$5.4K$5.3K-$622026-10-21
Barrett & Company, Inc.
UNCHANGED21621600%$5.2K$5.2K-$602026-10-22
Heritage Family Offices, LLP
NEW146—+146——$3.5K—2026-11-02
Ascentis Wealth Management, LLC
NEW144—+144——$3.4K—2026-11-03
Ashton Thomas Securities, LLC
UNCHANGED10010000%$2.4K$2.4K-$282026-10-26
JFS Wealth Advisors, LLC
UNCHANGED929200%$2.2K$2.2K-$252026-11-03
Biltmore Family Office, LLC
NEW82—+82——$2.0K—2026-11-03
Salomon & Ludwin, LLC
UNCHANGED676700%$1.6K$1.6K-$122026-10-29
Trust Co
UNCHANGED616100%$1.5K$1.5K-$182026-10-09
Triumph Capital Management
UNCHANGED565600%$1.4K$1.3K-$162026-10-14
Olistico Wealth, LLC
UNCHANGED414100%$990$978-$122026-10-05
Signaturefd, LLC
DECREASED382,751-2,713-99%$66.4K$912-$65.5K2026-10-23
Spire Wealth Management
UNCHANGED313100%$748$740-$82026-10-30
TD Waterhouse Canada Inc.
UNCHANGED272700%$649$643-$62026-10-16
Kingdom Financial Group Llc.
NEW24—+24——$573—2026-11-04
Valley National Advisers Inc
UNCHANGED141400%$338$335-$32026-10-23
Strategic Advocates LLC
DECREASED1220-8-40%$483$286-$1972026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED121200%$290$286-$42026-10-30
Abound Wealth Management
NEW4—+4——$96—2026-10-26
Transmarket Holdings LP
CLOSED0777,452-777,452-100%$18.8M$0-$18.8M2026-10-27
Hidden Cove Wealth Management, LLC
CLOSED0147,356-147,356-100%$3.6M$0-$3.6M2026-10-19
Everhart Financial Group, Inc.
CLOSED060,549-60,549-100%$1.5M$0-$1.5M2026-10-08
Sigma Planning Corp
CLOSED037,970-37,970-100%$916.6K$0-$916.6K2026-10-23
Three Seasons Wealth, LLC
CLOSED024,733-24,733-100%$597.1K$0-$597.1K2026-11-03
Gradient Investments LLC
CLOSED018,000-18,000-100%$434.5K$0-$434.5K2026-10-08
RDA Financial Network
CLOSED013,175-13,175-100%$318.0K$0-$318.0K2026-10-15
Cairn Investment Group, Inc.
CLOSED012,474-12,474-100%$301.0K$0-$301.0K2026-11-04
OpenArc Corporate Advisory, LLC
CLOSED011,134-11,134-100%$268.8K$0-$268.8K2026-10-21
Stablepoint Partners, LLC
CLOSED010,059-10,059-100%$242.8K$0-$242.8K2026-11-03
Wealthcare Capital Partners, LLC
CLOSED010,000-10,000-100%$241.4K$0-$241.4K2026-10-21
Advisor OS, LLC
CLOSED09,703-9,703-100%$234.2K$0-$234.2K2026-11-03
Scratch Capital LLC
CLOSED08,571-8,571-100%$206.9K$0-$206.9K2026-11-02
White Lighthouse Investment Management Inc.
CLOSED08,510-8,510-100%$205.4K$0-$205.4K2026-10-21
Burns Matteson Capital Management, LLC
CLOSED08,427-8,427-100%$203.4K$0-$203.4K2026-10-16
Traphagen Investment Advisors LLC
CLOSED08,412-8,412-100%$203.1K$0-$203.1K2026-10-14
Fiduciary Alliance LLC
CLOSED08,312-8,312-100%$200.7K$0-$200.7K2026-10-13
Northstar Asset Management Co
CLOSED03,000-3,000-100%$72.2K$0-$72.2K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED01,025-1,025-100%$24.8K$0-$24.8K2026-10-26
Tower View Wealth Management LLC
CLOSED0906-906-100%$21.9K$0-$21.9K2026-10-23
Buck Wealth Strategies, LLC
CLOSED0875-875-100%$21.1K$0-$21.1K2026-10-28
Angeles Wealth Management, LLC
CLOSED0756-756-100%$18.3K$0-$18.3K2026-10-26
Bokf, NA
CLOSED0552-552-100%$13.3K$0-$13.3K2026-10-27
International Assets Investment Management, LLC
CLOSED0350-350-100%$8.4K$0-$8.4K2026-11-02
Cornerstone Planning Group LLC
CLOSED0183-183-100%$4.4K$0-$4.4K2026-10-16
Hoese & Co LLP
CLOSED0168-168-100%$4.1K$0-$4.1K2026-10-21
Wolff Wiese Magana LLC
CLOSED0119-119-100%$2.9K$0-$2.9K2026-10-15
Wagner Wealth Management, LLC
CLOSED035-35-100%$853$0-$8532026-10-21
Hanson & Doremus Investment Management
CLOSED023-23-100%$1$0-$12026-10-16
Financial Management Professionals, Inc.
CLOSED017-17-100%$410$0-$4102026-10-23
Brooklyn FI, LLC
CLOSED010-10-100%$241$0-$2412026-11-05
Bank of America Corp
N/A—113,535,796-113,535,796-100%$2.7B———
JPMorgan Chase & Co
N/A—22,192,489-22,192,489-100%$536.2M———
Ameriprise Financial Inc
N/A—19,589,089-19,589,089-100%$470.1M———
SEI Investments Co
N/A—17,389,099-17,389,099-100%$419.8M———
Envestnet Asset Management Inc
N/A—13,249,057-13,249,057-100%$319.8M———
Alliancebernstein L.P.
N/A—6,208,355-6,208,355-100%$150.7M———
Stifel Financial Corp
N/A—5,550,245-5,550,245-100%$134.0M———
LPL Financial LLC
N/A—4,352,014-4,352,014-100%$105.1M———
Wells Fargo & Company
N/A—3,573,739-3,573,739-100%$86.3M———
PNC Financial Services Group, Inc.
N/A—3,551,034-3,551,034-100%$85.7M———
Wealthfront Advisers LLC
N/A—2,980,324-2,980,324-100%$71.9M———
UBS Group AG
N/A—2,562,789-2,562,789-100%$61.9M———
Merit Financial Group, LLC
N/A—2,442,106-2,442,106-100%$59.0M———
FLC Capital Advisors
N/A—1,862,911-1,862,911-100%$45.0M———
MML Investors Services, LLC
N/A—1,850,117-1,850,117-100%$44.7M———
Morgan Stanley
N/A—1,811,836-1,811,836-100%$43.7M———
Waverly Advisors, LLC
N/A—1,682,018-1,682,018-100%$40.6M———
Morningstar Investment Management LLC
N/A—1,613,491-1,613,491-100%$39.2M———
Cetera Investment Advisers
N/A—1,586,586-1,586,586-100%$38.3M———
Cerity Partners LLC
N/A—1,555,667-1,555,667-100%$37.6M———
MAI Capital Management
N/A—1,465,012-1,465,012-100%$35.4M———
Leavell Investment Management, Inc.
N/A—1,420,725-1,420,725-100%$34.3M———
Access Financial Services, Inc.
N/A—1,399,521-1,399,521-100%$33.8M———
Mercer Global Advisors Inc
N/A—1,186,671-1,186,671-100%$28.6M———
Passive Capital Management, Llc.
N/A—1,166,284-1,166,284-100%$28.4M———
Alesco Advisors, LLC, An ESL Co
N/A—921,015-921,015-100%$22.2M———
Ballast Advisors LLC
N/A—870,406-870,406-100%$21.0M———
Northwestern Mutual Wealth Management Co
N/A—806,931-806,931-100%$19.5M———
BWM Planning, LLC
N/A—743,052-743,052-100%$17.9M———
Bard Associates Inc
N/A—653,377-653,377-100%$15.8M———
Raymond James Financial Inc
N/A—648,706-648,706-100%$15.7M———
Pure Financial Advisors, LLC
N/A—646,827-646,827-100%$15.6M———
JPL Wealth Management, LLC
N/A—617,375-617,375-100%$14.9M———
Osaic Holdings, Inc.
N/A—602,758-602,758-100%$14.6M———
Meridian Wealth Partners, LLC
N/A—582,657-582,657-100%$14.1M———
World Investment Advisors
N/A—568,257-568,257-100%$13.8M———
Nuveen, LLC
N/A—547,077-547,077-100%$13.2M———
TRB Wealth Management, LLC
N/A—500,986-500,986-100%$12.1M———
Royal Bank of Canada
N/A—490,746-490,746-100%$11.8M———
Mutual Advisors, LLC
N/A—418,587-418,587-100%$10.1M———
Dock Street Asset Management Inc
N/A—397,359-397,359-100%$9.6M———
Oakwell Private Wealth Management, LLC
N/A—394,744-394,744-100%$9.5M———
Captrust Financial Advisors
N/A—394,300-394,300-100%$9.5M———
Eaton Financial Holdings Company, LLC
N/A—386,620-386,620-100%$9.3M———
Cloud Capital Management, LLC
N/A—384,908-384,908-100%$9.3M———
C M Bidwell & Associates LTD
N/A—366,099-366,099-100%$8.8M———
Baird Financial Group, Inc.
N/A—347,965-347,965-100%$8.4M———
Private Advisor Group, LLC
N/A—345,776-345,776-100%$8.3M———
Greenline Partners, LLC
N/A—343,306-343,306-100%$8.3M———
Commerce Bank
N/A—336,982-336,982-100%$8.1M———
Roundview Capital LLC
N/A—326,653-326,653-100%$7.9M———
Momentum Wealth Planning, LLC
N/A—315,302-315,302-100%$7.6M———
Integrated Wealth Concepts LLC
N/A—297,944-297,944-100%$7.2M———
Stratos Wealth Advisors, LLC
N/A—293,156-293,156-100%$7.1M———
Beacon Pointe Advisors, LLC
N/A—282,065-282,065-100%$6.8M———
Atomic Invest LLC
N/A—269,789-269,789-100%$6.5M———
Act Two Investors LLC
N/A—256,210-256,210-100%$6.2M———
Hutchinson Capital Management
N/A—253,954-253,954-100%$6.1M———
Principal Securities, Inc.
N/A—248,054-248,054-100%$6.0M———
Summit Financial, LLC
N/A—222,800-222,800-100%$5.4M———
Focus Partners Wealth
N/A—222,605-222,605-100%$5.4M———
Goldman Sachs Group Inc
N/A—216,417-216,417-100%$5.2M———
Cheviot Value Management, LLC
N/A—213,107-213,107-100%$5.1M———
BlackRock, Inc.
N/A—205,980-205,980-100%$5.0M———
Sand Hill Global Advisors, LLC
N/A—201,936-201,936-100%$4.9M———
MidFirst Bank
N/A—198,536-198,536-100%$4.8M———
Sankala Group LLC
N/A—197,025-197,025-100%$4.7M———
WNY Asset Management, LLC
N/A—193,805-193,805-100%$4.7M———
NewEdge Advisors, LLC
N/A—190,099-190,099-100%$4.6M———
HighTower Advisors, LLC
N/A—185,955-185,955-100%$4.5M———
American Investment Services, Inc.
N/A—184,987-184,987-100%$4.5M———
Strategic Advisory Partners, LLC
N/A—172,194-172,194-100%$4.2M———
Lowery Thomas, LLC
N/A—161,394-161,394-100%$3.9M———
Dover Advisors, LLC
N/A—156,860-156,860-100%$3.8M———
Ameritas Advisory Services, LLC
N/A—152,762-152,762-100%$3.7M———
Envestnet Portfolio Solutions, Inc.
N/A—150,332-150,332-100%$3.6M———
Benjamin Edwards Inc
N/A—140,504-140,504-100%$3.4M———
Blair William & Co
N/A—139,784-139,784-100%$3.4M———
Beckerman Institutional, LLC
N/A—130,698-130,698-100%$3.2M———
Jones Financial Companies Lllp
N/A—130,098-130,098-100%$3.1M———
Rialto Wealth Management, LLC
N/A—128,351-128,351-100%$3.1M———
NorthRock Partners, LLC
N/A—128,029-128,029-100%$3.1M———
Allworth Financial LP
N/A—126,533-126,533-100%$3.1M———
McLean Asset Management Corp
N/A—123,493-123,493-100%$3.0M———
Sanctuary Advisors, LLC
N/A—114,685-114,685-100%$2.8M———
Mariner, LLC
N/A—112,438-112,438-100%$2.7M———
Gambit Capital Management, LLC
N/A—106,572-106,572-100%$2.6M———
Clearwater Capital Advisors, LLC
N/A—104,944-104,944-100%$2.5M———
Lifeworks Advisors, LLC
N/A—98,785-98,785-100%$2.4M———
Harbour Investments, Inc.
N/A—98,202-98,202-100%$2.4M———
Maridea Wealth Management LLC
N/A—97,528-97,528-100%$2.4M———
Sequoia Financial Advisors, LLC
N/A—96,967-96,967-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—96,132-96,132-100%$2.3M———
OneAscent Financial Services LLC
N/A—95,528-95,528-100%$2.3M———
Coastal Bridge Advisors, LLC
N/A—90,759-90,759-100%$2.2M———
Valmark Advisers, Inc.
N/A—90,718-90,718-100%$2.2M———
Bank of Marin
N/A—89,433-89,433-100%$2.2M———
Global Retirement Partners, LLC
N/A—86,863-86,863-100%$2.1M———
Composition Wealth, LLC
N/A—84,325-84,325-100%$2.0M———
Brand Asset Management Group, Inc.
N/A—82,769-82,769-100%$2.0M———
South Plains Financial, Inc.
N/A—82,202-82,202-100%$2.0M———
Elite Financial, Inc.
N/A—80,668-80,668-100%$1.9M———
Unconventional Investor, LLC
N/A—80,534-80,534-100%$1.9M———
EP Wealth Advisors, LLC
N/A—80,525-80,525-100%$1.9M———
Mission Hills Financial Advisory, LLC
N/A—74,462-74,462-100%$1.8M———
Dakota Wealth Management
N/A—73,100-73,100-100%$1.8M———
Invst, LLC
N/A—71,991-71,991-100%$1.7M———
Diversified Trust Co
N/A—70,805-70,805-100%$1.7M———
&partners
N/A—69,198-69,198-100%$1.7M———
Valley Financial Group, Inc.
N/A—68,518-68,518-100%$1.7M———
Savvy Advisors, Inc.
N/A—68,058-68,058-100%$1.6M———
Inspire Advisors, LLC
N/A—66,613-66,613-100%$1.6M———
Dean Investment Associates, LLC
N/A—63,668-63,668-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—63,181-63,181-100%$1.5M———
Western Wealth Management, LLC
N/A—56,491-56,491-100%$1.4M———
HighPoint Advisor Group LLC
N/A—53,795-53,795-100%$1.3M———
Bleakley Financial Group, LLC
N/A—50,764-50,764-100%$1.2M———
Clear Investment Research, LLC
N/A—49,543-49,543-100%$1.2M———
Orographic Financial Advisors, LLC
N/A—49,456-49,456-100%$1.2M———
Alteri Wealth LLC
N/A—48,749-48,749-100%$1.2M———
BNP Paribas
N/A—48,399-48,399-100%$1.2M———
Tidal Investments LLC
N/A—48,364-48,364-100%$1.2M———
WorthPointe, LLC
N/A—46,491-46,491-100%$1.1M———
Mpwm Advisory Solutions, LLC
N/A—45,160-45,160-100%$1.1M———
Cumberland Partners Ltd
N/A—44,523-44,523-100%$1.1M———
Lummis Asset Management, LP
N/A—44,147-44,147-100%$1.1M———
IMA Advisory Services, Inc.
N/A—43,711-43,711-100%$1.1M———
Balanced Rock Investment Advisors LLC
N/A—43,116-43,116-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—42,319-42,319-100%$1.0M———
Freestone Capital Holdings, LLC
N/A—42,294-42,294-100%$1.0M———
Wealthspire Retirement, LLC
N/A—42,013-42,013-100%$1.0M———
CreativeOne Wealth, LLC
N/A—40,783-40,783-100%$984.5K———
Madden Advisory Services, Inc.
N/A—40,351-40,351-100%$974.1K———
RWA Wealth Partners, LLC
N/A—39,490-39,490-100%$953.3K———
Betterment LLC
N/A—39,290-39,290-100%$948.0K———
Aegis Wealth Management LLC
N/A—38,773-38,773-100%$936.0K———
Ethos Financial Group, LLC
N/A—38,678-38,678-100%$931.8K———
McCartney Wealth Management LLC
N/A—37,380-37,380-100%$902.4K———
Kingsview Wealth Management, LLC
N/A—36,438-36,438-100%$879.6K———
United Capital Financial Advisors, LLC
N/A—36,013-36,013-100%$869.0K———
Janney Montgomery Scott LLC
N/A—35,870-35,870-100%$866.0K———
Snowden Capital Advisors LLC
N/A—35,815-35,815-100%$864.6K———
Trevian Wealth Management LLC
N/A—35,528-35,528-100%$857.6K———
Orion Porfolio Solutions, LLC
N/A—34,911-34,911-100%$842.8K———
Fortis Advisors, LLC
N/A—34,844-34,844-100%$841.1K———
Vista Cima Wealth Management LLC
N/A—34,346-34,346-100%$829.1K———
Legacy Wealth Managment, LLC
N/A—33,841-33,841-100%$816.9K———
Fiduciary Trust Co
N/A—32,780-32,780-100%$791.3K———
Parkwoods Wealth Partners, LLC
N/A—32,203-32,203-100%$777.4K———
CVA Family Office, LLC
N/A—32,027-32,027-100%$773.1K———
Cape COD Five Cents Savings Bank
N/A—31,936-31,936-100%$770.9K———
Wealthspire Advisors, LLC
N/A—31,631-31,631-100%$763.6K———
Chilton Investment Co Inc.
N/A—31,569-31,569-100%$762.1K———
JDM Financial Group LLC
N/A—30,843-30,843-100%$744.6K———
Advisory Services Network, LLC
N/A—30,402-30,402-100%$733.9K———
Pinnacle Financial Partners, Inc.
N/A—29,986-29,986-100%$723.9K———
Fiduciary Financial Advisors
N/A—29,007-29,007-100%$700.2K———
Pasadena Private Wealth, LLC
N/A—28,909-28,909-100%$697.9K———
HBK Sorce Advisory LLC
N/A—28,226-28,226-100%$678.8K———
Traub Capital Management LLC
N/A—28,192-28,192-100%$680.6K———
Arax Advisory Partners
N/A—27,709-27,709-100%$668.9K———
SCS Capital Management LLC
N/A—27,687-27,687-100%$668.4K———
UMB Bank, n.a.
N/A—27,429-27,429-100%$662.1K———
Regal Investment Advisors LLC
N/A—27,189-27,189-100%$656.3K———
Hexagon Capital Partners LLC
N/A—25,854-25,854-100%$624.1K———
OneDigital Investment Advisors LLC
N/A—25,630-25,630-100%$618.7K———
AQR Capital Management LLC
N/A—25,120-25,120-100%$606.4K———
Johnson Investment Counsel Inc
N/A—25,099-25,099-100%$605.9K———
Main Street Financial Solutions, LLC
N/A—25,083-25,083-100%$605.5K———
Nelson Capital Management, LLC
N/A—24,449-24,449-100%$590.2K———
Edgestream Partners, L.P.
N/A—23,935-23,935-100%$577.8K———
HC Advisors, LLC
N/A—23,711-23,711-100%$572.4K———
Stonebridge Financial Group, LLC
N/A—23,679-23,679-100%$571.0K———
Bank of Montreal
N/A—22,994-22,994-100%$555.1K———
Arete Wealth Advisors, LLC
N/A—22,512-22,512-100%$543.5K———
Calton & Associates, Inc.
N/A—21,175-21,175-100%$511.2K———
Tradition Wealth Management, LLC
N/A—21,069-21,069-100%$508.6K———
Silver OAK Securities, Incorporated
N/A—20,903-20,903-100%$504.6K———
Steward Partners Investment Advisory, LLC
N/A—20,704-20,704-100%$499.8K———
Retirement Capital Strategies
N/A—20,695-20,695-100%$499.6K———
VSM Wealth Advisory, LLC
N/A—20,493-20,493-100%$494.7K———
Clearstead Advisors, LLC
N/A—20,297-20,297-100%$490.0K———
Financial Engines Advisors L.L.C.
N/A—19,494-19,494-100%$470.6K———
Stratos Wealth Partners, Ltd.
N/A—19,344-19,344-100%$467.0K———
Vident Advisory, LLC
N/A—19,134-19,134-100%$461.9K———
Citadel Advisors LLC
N/A—19,118-19,118-100%$461.5K———
Bragg Financial Advisors, Inc
N/A—18,962-18,962-100%$457.7K———
Bartlett & Co. Wealth Management LLC
N/A—18,507-18,507-100%$446.8K———
Somerset Group LLC
N/A—18,261-18,261-100%$439.5K———
Perissos Private Wealth Management, LLC
N/A—18,220-18,220-100%$439.8K———
GeoWealth Management, LLC
N/A—18,118-18,118-100%$437.4K———
Natixis Advisors, LLC
N/A—17,734-17,734-100%$428.0K———
Blom & Howell Financial Planning, Inc.
N/A—17,310-17,310-100%$417.9K———
Per Stirling Capital Management, Llc.
N/A—16,861-16,861-100%$407.0K———
Transamerica Financial Advisors, LLC
N/A—16,340-16,340-100%$394.4K———
Ascent Advisors, LLC
N/A—16,209-16,209-100%$389.8K———
Dopkins Wealth Management, LLC
N/A—15,907-15,907-100%$384.0K———
Founders Financial Alliance, LLC
N/A—15,739-15,739-100%$379.9K———
Fortis Capital Advisors, LLC
N/A—15,655-15,655-100%$377.9K———
Belpointe Asset Management LLC
N/A—15,655-15,655-100%$377.9K———
Burling Wealth Partners, LLC
N/A—15,600-15,600-100%$376.6K———
Townsquare Capital LLC
N/A—15,266-15,266-100%$368.5K———
Ceeto Capital Group, LLC
N/A—15,000-15,000-100%$362.0K———
Empirical Asset Management, LLC
N/A—14,885-14,885-100%$359.3K———
Immaculate Wealth Management LLC
N/A—14,825-14,825-100%$357.9K———
Nwam LLC
N/A—14,750-14,750-100%$356.1K———
Arkadios Wealth Advisors
N/A—14,064-14,064-100%$339.5K———
Davis Wealth Advisors, LLC
N/A—13,926-13,926-100%$336.2K———
Kilner Capital Advisors, LLC
N/A—13,302-13,302-100%$321.5K———
Cahill Financial Advisors Inc
N/A—13,008-13,008-100%$314.0K———
Empower Advisory Group, LLC
N/A—12,473-12,473-100%$301.1K———
Northern Trust Corp
N/A—12,466-12,466-100%$300.9K———
Envision Financial Planning, LLC
N/A—12,422-12,422-100%$299.9K———
Florida Financial Advisors, LLC
N/A—12,178-12,178-100%$294.0K———
RB Capital Management, LLC
N/A—12,133-12,133-100%$292.9K———
Qube Research & Technologies Ltd
N/A—11,842-11,842-100%$285.9K———
SageView Advisory Group, LLC
N/A—10,957-10,957-100%$264.5K———
Tiemann Investment Advisors, LLC
N/A—10,450-10,450-100%$252.3K———
Auxano Advisors, LLC
N/A—10,377-10,377-100%$250.5K———
Cassady Wealth & Retirement Planning, LLC
N/A—10,306-10,306-100%$248.8K———
Birmingham Capital Management Co Inc
N/A—10,300-10,300-100%$249.0K———
Cogent Private Wealth, Inc.
N/A—9,701-9,701-100%$234.2K———
Moneta Group Investment Advisors LLC
N/A—9,330-9,330-100%$225.2K———
Quantinno Capital Management LP
N/A—9,295-9,295-100%$224.4K———
Great Valley Advisor Group, Inc.
N/A—9,256-9,256-100%$223.5K———
Destination Wealth Management
N/A—9,030-9,030-100%$218.0K———
IFG Advisory, LLC
N/A—8,857-8,857-100%$213.8K———
Stephens Inc
N/A—8,742-8,742-100%$211.0K———
Nalls Sherbakoff Group, LLC
N/A—8,413-8,413-100%$203.1K———
Franklin Resources Inc
N/A—8,321-8,321-100%$200.9K———
Trivium Point Advisory, LLC
N/A—8,308-8,308-100%$200.6K———
Atlantic Union Bankshares Corp
N/A—8,031-8,031-100%$193.9K———
Bitterroot Capital Advisors LLC
N/A—7,886-7,886-100%$190.4K———
Tradewinds, Llc.
N/A—7,040-7,040-100%$576.0K———
Capital Analysts, LLC
N/A—6,804-6,804-100%$164.0K———
Ameriflex Group, Inc.
N/A—6,247-6,247-100%$150.8K———
FMR LLC
N/A—4,829-4,829-100%$116.6K———
Federation des caisses Desjardins du Quebec
N/A—4,781-4,781-100%$115.4K———
Fourth Dimension Wealth, LLC
N/A—4,737-4,737-100%$114.4K———
Aptus Capital Advisors, LLC
N/A—4,605-4,605-100%$111.2K———
Vanguard National Trust Co
N/A—4,490-4,490-100%$108.4K———
Synergy Investment Management, LLC
N/A—4,263-4,263-100%$102.8K———
Whittier Trust Co
N/A—4,010-4,010-100%$96.6K———
Anchor Investment Management, LLC
N/A—3,974-3,974-100%$95.9K———
FWL Investment Management, LLC
N/A—3,938-3,938-100%$95.1K———
SouthState Bank Corp
N/A—3,795-3,795-100%$91.6K———
AE Wealth Management LLC
N/A—3,660-3,660-100%$88.4K———
Bogart Wealth, LLC
N/A—3,460-3,460-100%$83.5K———
Dunhill Financial, LLC
N/A—3,200-3,200-100%$77.2K———
Smithfield Trust Co
N/A—3,000-3,000-100%$72.0K———
Howe & Rusling Inc
N/A—2,935-2,935-100%$70.9K———
Strategic Wealth Partners, Ltd.
N/A—2,493-2,493-100%$60.2K———
Crewe Advisors LLC
N/A—2,209-2,209-100%$53.3K———
Bellevue Asset Management, LLC
N/A—2,091-2,091-100%$50.5K———
HM Payson & Co
N/A—2,012-2,012-100%$48.6K———
Smartleaf Asset Management LLC
N/A—1,847-1,847-100%$44.6K———
Front Row Advisors LLC
N/A—1,676-1,676-100%$40.3K———
Continuum Advisory, LLC
N/A—1,562-1,562-100%$37.7K———
Measured Wealth Private Client Group, LLC
N/A—1,408-1,408-100%$34.0K———
Banque Transatlantique SA
N/A—1,400-1,400-100%$33.8K———
Lowe Brockenbrough & Co Inc
N/A—1,247-1,247-100%$30.1K———
Park Place Capital Corp
N/A—1,113-1,113-100%$26.9K———
Caitlin John, LLC
N/A—1,037-1,037-100%$25.0K———
Institute for Wealth Management, Llc.
N/A—1,009-1,009-100%$24.4K———
Beaird Harris Wealth Management, LLC
N/A—828-828-100%$20.0K———
Delta Asset Management LLC
N/A—810-810-100%$19.6K———
Burnham & Co LLC
N/A—755-755-100%$18.2K———
Fort Vancouver Investment Management, LLC
N/A—715-715-100%$17.3K———
BFC Planning, Inc.
N/A—712-712-100%$17.2K———
UBS Asset Management Americas LLC
N/A—639-639-100%$15.4K———
BNP Paribas Financial Markets
N/A—576-576-100%$13.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—569-569-100%$13.7K———
Westfuller Advisors, LLC
N/A—560-560-100%$13.5K———
Glen Eagle Advisors, LLC
N/A—410-410-100%$9.9K———
Fortis Group Advisors, LLC
N/A—402-402-100%$9.7K———
Geneos Wealth Management Inc.
N/A—370-370-100%$8.9K———
O'shaughnessy Asset Management, LLC
N/A—280-280-100%$6.8K———
ST Germain D J Co Inc
N/A—259-259-100%$6.3K———
Delos Wealth Advisors, LLC
N/A—253-253-100%$6.1K———
Brown Brothers Harriman & Co
N/A—186-186-100%$4.5K———
SHP Wealth Management
N/A—170-170-100%$4.1K———
Vanguard Advisers Inc
N/A—152-152-100%$3.7K———
Huntington National Bank
N/A—148-148-100%$3.6K———
LGT Financial Advisors LLC
N/A—139-139-100%$3.4K———
Game Plan Financial Advisors, LLC
N/A—74-74-100%$1.8K———
Strive Financial Group,LLC
N/A—66-66-100%$1.6K———
Strategic Investment Solutions, Inc.
N/A—50-50-100%$1.2K———
Cordant, Inc.
N/A—30-30-100%$725———
Morris Financial Concepts, Inc.
N/A—18-18-100%$435———
Vestwell Advisors, LLC
N/A—6-6-100%$134———
Kerr Financial Planning Corp
N/A—4-4-100%$97———
Tower Research Capital LLC (TRC)
N/A—4-4-100%$97———
National Bank of Canada
N/A—3-3-100%$72———
Showing 767 of 767 institutions