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Schwab U.S. Tips ETF (SCHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Municipal Employees' Retirement System of Michigan
UNCHANGED
Shares16,188,586 from 16,188,586
Change0 (0%)
Value$406.8K (-$428.6M)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares8,242,507 from 8,151,700
Change+90,807 (+1%)
Value$207.1M (-$8.9M)
Filed 2026-11-05
Quadratic Capital Management LLC
DECREASED
Shares6,960,934 from 8,053,035
Change-1,092,101 (-14%)
Value$174.9M (-$38.5M)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares3,629,675 from 3,527,518
Change+102,157 (+3%)
Value$91.2M (-$2.3M)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares3,395,850 from 3,711,923
Change-316,073 (-9%)
Value$85.3M (-$13.0M)
Filed 2026-11-05
Adventist Health System Sunbelt Healthcare Corp
DECREASED
Shares2,826,200 from 2,961,382
Change-135,182 (-5%)
Value$71.0M (-$7.5M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares2,552,798 from 2,429,311
Change+123,487 (+5%)
Value$64.2M (-$224.9K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares2,354,235 from 2,323,341
Change+30,894 (+1%)
Value$59.2M (-$2.4M)
Filed 2026-10-20
LifeGuide Financial Advisors, LLC
INCREASED
Shares2,256,303 from 2,072,506
Change+183,797 (+9%)
Value$56.7M (+$1.8M)
Filed 2026-10-20
Lutz Financial Services LLC
DECREASED
Shares2,254,715 from 2,445,014
Change-190,299 (-8%)
Value$56.7M (-$8.1M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares2,190,689 from 2,072,918
Change+117,771 (+6%)
Value$55.1M (+$119.7K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,168,475 from 1,919,352
Change+249,123 (+13%)
Value$54.3M (+$4.3M)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares2,109,038 from 2,015,743
Change+93,295 (+5%)
Value$53.0M (-$417.0K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares1,933,272 from 1,658,178
Change+275,094 (+17%)
Value$48.6M (+$4.6M)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares1,874,595 from 1,795,139
Change+79,456 (+4%)
Value$47.1M (-$462.6K)
Filed 2026-10-19
Tortoise Investment Management, LLC
INCREASED
Shares1,760,522 from 978,659
Change+781,863 (+80%)
Value$44.2M (+$18.3M)
Filed 2026-11-06
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,752,868 from 1,664,512
Change+88,356 (+5%)
Value$44.0M (-$60.0K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares1,743,705 from 2,090,010
Change-346,305 (-17%)
Value$43.8M (-$11.6M)
Filed 2026-10-21
Stephens Group Asset Management, LLC
INCREASED
Shares1,649,265 from 1,500,238
Change+149,027 (+10%)
Value$41.4M (+$1.7M)
Filed 2026-10-09
BlueSky Wealth Advisors, LLC
DECREASED
Shares1,602,006 from 1,623,663
Change-21,657 (-1%)
Value$40.3M (-$2.8M)
Filed 2026-10-29
Baldwin Wealth Partners LLC
NEW
Shares1,577,761
Change+1,577,761
Value$39.6M
Filed 2026-10-13
Financial Architects, LLC
DECREASED
Shares1,559,215 from 1,567,285
Change-8,070 (-1%)
Value$39.2M (-$2.3M)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares1,528,184 from 1,528,182
Change+2 (0%)
Value$38.4M (-$2.1M)
Filed 2026-11-06
Stockman Wealth Management, Inc.
INCREASED
Shares1,463,034 from 39,715
Change+1,423,319 (+3584%)
Value$36.8M (+$35.7M)
Filed 2026-10-27
Matrix Trust Co
INCREASED
Shares1,379,918 from 1,303,643
Change+76,275 (+6%)
Value$34.7K (+$130)
Filed 2026-10-07
Creative Planning
DECREASED
Shares1,179,669 from 1,300,206
Change-120,537 (-9%)
Value$29.6M (-$4.8M)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares1,150,400 from 1,108,301
Change+42,099 (+4%)
Value$28.9M (-$460.4K)
Filed 2026-10-27
Prentice Wealth Management LLC
INCREASED
Shares1,122,609 from 1,071,634
Change+50,975 (+5%)
Value$28.2M (-$187.1K)
Filed 2026-10-20
Joseph Group Capital Management
INCREASED
Shares1,111,932 from 1,045,552
Change+66,380 (+6%)
Value$27.9M (+$235.7K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares1,082,911 from 1,013,405
Change+69,506 (+7%)
Value$27.2M (+$358.3K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares952,750 from 101,548
Change+851,202 (+838%)
Value$23.9M (+$21.3M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares922,896 from 899,338
Change+23,558 (+3%)
Value$23.2M (-$640.1K)
Filed 2026-11-04
Seneca Financial Advisors LLC
DECREASED
Shares914,274 from 998,768
Change-84,494 (-8%)
Value$23.0M (-$3.5M)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares752,177 from 1,092,235
Change-340,058 (-31%)
Value$18.9M (-$10.0M)
Filed 2026-11-06
Fund Evaluation Group, LLC
UNCHANGED
Shares748,000 from 748,000
Change0 (0%)
Value$18.8M (-$1.0M)
Filed 2026-11-05
Tandemgrowth Financial Advisors LLC
INCREASED
Shares732,994 from 705,091
Change+27,903 (+4%)
Value$18.4M (-$264.8K)
Filed 2026-11-05
Sage Financial Group Inc
INCREASED
Shares711,195 from 656,690
Change+54,505 (+8%)
Value$17.9M (+$470.0K)
Filed 2026-10-27
Prairiewood Capital, LLC
INCREASED
Shares677,870 from 583,810
Change+94,060 (+16%)
Value$17.0M (+$1.6M)
Filed 2026-10-16
ZynergyRetirementPlanningLLC
INCREASED
Shares677,791 from 473,970
Change+203,821 (+43%)
Value$17.0M (+$4.5M)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares664,900 from 695,863
Change-30,963 (-4%)
Value$16.7M (-$1.7M)
Filed 2026-10-28
Carnegie Investment Counsel
INCREASED
Shares623,906 from 623,683
Change+223 (+0%)
Value$15.7M (-$848.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares607,667 from 374,596
Change+233,071 (+62%)
Value$15.3M (+$5.3M)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares593,899 from 599,589
Change-5,690 (-1%)
Value$14.9M (-$964.4K)
Filed 2026-11-05
Allen Capital Group, LLC
DECREASED
Shares584,015 from 633,025
Change-49,010 (-8%)
Value$14.7M (-$2.1M)
Filed 2026-10-27
McAdam, LLC
DECREASED
Shares572,620 from 592,741
Change-20,121 (-3%)
Value$14.4M (-$1.3M)
Filed 2026-10-21
Wealth Forward, LLC
INCREASED
Shares551,356 from 25,936
Change+525,420 (+2026%)
Value$13.9M (+$13.2M)
Filed 2026-10-14
Marotta Asset Management
DECREASED
Shares519,739 from 534,371
Change-14,632 (-3%)
Value$13.1M (-$960.9K)
Filed 2026-10-02
Grove Street Fiduciary, LLC
DECREASED
Shares509,575 from 526,590
Change-17,015 (-3%)
Value$12.8M (-$1.1M)
Filed 2026-10-13
Carolina Wealth Advisors, LLC
INCREASED
Shares478,973 from 472,871
Change+6,102 (+1%)
Value$12.0M (-$494.5K)
Filed 2026-10-23
Golden Bell Financial Planning LLC
INCREASED
Shares455,645 from 429,976
Change+25,669 (+6%)
Value$11.5M (+$56.0K)
Filed 2026-11-02
Altiora Financial Group, LLC
INCREASED
Shares446,564 from 435,988
Change+10,576 (+2%)
Value$11.2M (-$331.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares445,029 from 424,543
Change+20,486 (+5%)
Value$11.2M (-$66.8K)
Filed 2026-11-06
Wealthcare Capital Management LLC
INCREASED
Shares439,381 from 432,020
Change+7,361 (+2%)
Value$11.0M (-$406.9K)
Filed 2026-10-21
Robinswood Financial LLC
DECREASED
Shares438,734 from 468,805
Change-30,071 (-6%)
Value$11.1M (-$1.3M)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares426,553 from 406,222
Change+20,331 (+5%)
Value$10.7M (-$45.6K)
Filed 2026-10-13
Westover Capital Advisors, LLC
DECREASED
Shares413,151 from 418,819
Change-5,668 (-1%)
Value$10.4M (-$716.2K)
Filed 2026-10-26
Frontier Asset Management, LLC
INCREASED
Shares407,157 from 391,369
Change+15,788 (+4%)
Value$10.2M (-$139.4K)
Filed 2026-10-28
Two West Capital Advisors LLC
INCREASED
Shares406,375 from 383,217
Change+23,158 (+6%)
Value$10.2M (+$176.2K)
Filed 2026-10-15
Bulwark Capital Corp
INCREASED
Shares397,882 from 334,258
Change+63,624 (+19%)
Value$10.0M (+$1.1M)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares387,357 from 368,427
Change+18,930 (+5%)
Value$9.7M (-$29.1K)
Filed 2026-10-14
Summit Global Investments
INCREASED
Shares381,607 from 349,362
Change+32,245 (+9%)
Value$9.6K (-$9.2M)
Filed 2026-10-28
Peak Financial Management, Inc.
INCREASED
Shares380,735 from 367,655
Change+13,080 (+4%)
Value$9.6M (-$175.0K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares380,158 from 333,367
Change+46,791 (+14%)
Value$9.6K (-$8.8M)
Filed 2026-11-02
Vilga Financial Planning LLC
INCREASED
Shares373,311 from 258,660
Change+114,651 (+44%)
Value$9.4M (+$2.5M)
Filed 2026-10-09
Amicus Financial Advisors, LLC
INCREASED
Shares372,142 from 344,759
Change+27,383 (+8%)
Value$9.4M (+$215.8K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares370,367 from 354,765
Change+15,602 (+4%)
Value$9.3M (-$94.0K)
Filed 2026-10-30
GenTrust, LLC
INCREASED
Shares366,215 from 310,845
Change+55,370 (+18%)
Value$9.2M (+$965.6K)
Filed 2026-11-06
VCI Wealth Management LLC
DECREASED
Shares365,313 from 388,909
Change-23,596 (-6%)
Value$9.2M (-$1.1M)
Filed 2026-10-29
Bfsg, LLC
INCREASED
Shares364,154 from 343,128
Change+21,026 (+6%)
Value$9.2M (+$58.3K)
Filed 2026-10-30
Upper Left Wealth Management, LLC
INCREASED
Shares362,207 from 170,701
Change+191,506 (+112%)
Value$9.1M (+$4.6M)
Filed 2026-10-14
Arvest Investments, Inc.
INCREASED
Shares359,702 from 339,269
Change+20,433 (+6%)
Value$9.0M (+$48.7K)
Filed 2026-10-21
FC Advisory LLC
INCREASED
Shares348,469 from 339,902
Change+8,567 (+3%)
Value$8.8M (-$250.4K)
Filed 2026-10-05
Vise Technologies, Inc.
INCREASED
Shares344,506 from 271,634
Change+72,872 (+27%)
Value$8.7M (+$1.5M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares339,398 from 318,381
Change+21,017 (+7%)
Value$8.5M (+$92.0K)
Filed 2026-10-15
MPS Loria Financial Planners, LLC
DECREASED
Shares337,886 from 341,000
Change-3,114 (-1%)
Value$8.5M (-$545.4K)
Filed 2026-10-14
Cambridge Capital Management, LLC
INCREASED
Shares318,787 from 309,007
Change+9,780 (+3%)
Value$8.0M (-$177.6K)
Filed 2026-10-19
Signet Investment Advisory Group, Inc.
DECREASED
Shares311,927 from 312,810
Change-883 (0%)
Value$7.8M (-$450.7K)
Filed 2026-10-30
Alpha Omega Wealth Management LLC
INCREASED
Shares308,262 from 217,362
Change+90,900 (+42%)
Value$7.7M (+$2.0M)
Filed 2026-10-23
Dorato Capital Management
INCREASED
Shares305,583 from 270,159
Change+35,424 (+13%)
Value$7.7M (+$593.0K)
Filed 2026-10-08
MBE Wealth Management, LLC
INCREASED
Shares301,603 from 293,532
Change+8,071 (+3%)
Value$7.6M (-$199.3K)
Filed 2026-10-26
Hughes Financial Services, LLC
NEW
Shares298,558
Change+298,558
Value$7.7M
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares294,242 from 246,337
Change+47,905 (+19%)
Value$7.4M (+$866.4K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares274,395 from 258,064
Change+16,331 (+6%)
Value$6.9M (+$56.9K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares260,886 from 256,955
Change+3,931 (+2%)
Value$6.6M (-$253.2K)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares250,363 from 236,754
Change+13,609 (+6%)
Value$6.3M (+$17.6K)
Filed 2026-11-06
AMG National Trust Bank
INCREASED
Shares247,941 from 226,715
Change+21,226 (+9%)
Value$6.2M (+$222.8K)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares247,318 from 250,174
Change-2,856 (-1%)
Value$6.2M (-$414.5K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
INCREASED
Shares244,484 from 229,507
Change+14,977 (+7%)
Value$6.1M (+$61.9K)
Filed 2026-10-15
Williams Financial, LLC
INCREASED
Shares239,109 from 232,547
Change+6,562 (+3%)
Value$6.0M (-$153.7K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares232,356 from 181,230
Change+51,126 (+28%)
Value$5.8M (+$1.0M)
Filed 2026-10-28
Rebalance, LLC
INCREASED
Shares231,373 from 217,193
Change+14,180 (+7%)
Value$5.8M (+$58.8K)
Filed 2026-10-22
Anderson Hoagland & Co
INCREASED
Shares224,851 from 152,263
Change+72,588 (+48%)
Value$5.8M (+$1.7M)
Filed 2026-10-23
Charles Schwab Trust Co
DECREASED
Shares224,207 from 272,663
Change-48,456 (-18%)
Value$5.6M (-$1.6M)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares207,431 from 215,543
Change-8,112 (-4%)
Value$5.2M (-$499.1K)
Filed 2026-10-14
Curbstone Financial Management Corp
DECREASED
Shares206,370 from 206,870
Change-500 (0%)
Value$5.2M (-$296.0K)
Filed 2026-10-21
Aviance Capital Partners, LLC
INCREASED
Shares205,325 from 194,939
Change+10,386 (+5%)
Value$5.2M (-$6.1K)
Filed 2026-10-29
Horizon Financial Services, LLC
INCREASED
Shares194,607 from 188,009
Change+6,598 (+4%)
Value$4.9M (-$91.8K)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares192,566 from 178,440
Change+14,126 (+8%)
Value$4.8M (+$110.5K)
Filed 2026-10-08
Kings Path Partners LLC
INCREASED
Shares191,620 from 179,141
Change+12,479 (+7%)
Value$4.8M (+$68.2K)
Filed 2026-10-21
M Wealth Management, LLC
DECREASED
Shares190,306 from 203,863
Change-13,557 (-7%)
Value$4.8M (-$620.0K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares188,594 from 231,348
Change-42,754 (-18%)
Value$4.7K (-$6.1M)
Filed 2026-11-05
Phillips Financial Management, LLC
INCREASED
Shares185,999 from 140,168
Change+45,831 (+33%)
Value$4.7M (+$959.7K)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED
Shares181,951 from 207,460
Change-25,509 (-12%)
Value$4.6M (-$925.3K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares180,518 from 96,302
Change+84,216 (+87%)
Value$4.5M (+$2.0M)
Filed 2026-10-27
Decker Retirement Planning Inc.
INCREASED
Shares177,848 from 172,963
Change+4,885 (+3%)
Value$4.5M (-$114.2K)
Filed 2026-10-19
First Security Investment Management, Inc.
INCREASED
Shares175,403 from 167,507
Change+7,896 (+5%)
Value$4.4M (-$31.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares170,117 from 155,689
Change+14,428 (+9%)
Value$4.3M (+$149.3K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares170,106 from 168,353
Change+1,753 (+1%)
Value$4.3M (-$186.6K)
Filed 2026-10-21
Sagace Wealth Management LLC
DECREASED
Shares168,534 from 182,285
Change-13,751 (-8%)
Value$4.2M (-$595.3K)
Filed 2026-10-28
Columbus Macro, LLC
DECREASED
Shares163,025 from 181,199
Change-18,174 (-10%)
Value$4.1M (-$704.9K)
Filed 2026-10-14
Abbington Investment Group
INCREASED
Shares161,545 from 159,941
Change+1,604 (+1%)
Value$4.1M (-$178.8K)
Filed 2026-11-03
Pictet Asset Management Holding SA
DECREASED
Shares161,000 from 1,452,500
Change-1,291,500 (-89%)
Value$4.0M (-$34.4M)
Filed 2026-11-03
RHS Financial, LLC
DECREASED
Shares157,814 from 170,680
Change-12,866 (-8%)
Value$4.0M (-$557.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares156,925 from 95,921
Change+61,004 (+64%)
Value$3.9M (+$1.4M)
Filed 2026-11-02
Iron Financial LLC
INCREASED
Shares156,858 from 155,075
Change+1,783 (+1%)
Value$3.9M (-$167.6K)
Filed 2026-10-23
FSA Investment Group, LLC
INCREASED
Shares156,189 from 45,023
Change+111,166 (+247%)
Value$3.9M (+$2.7M)
Filed 2026-10-07
Cranbrook Wealth Management, LLC
NEW
Shares153,733
Change+153,733
Value$3.9M
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares151,362 from 150,935
Change+427 (+0%)
Value$3.8M (-$196.0K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares142,615 from 139,605
Change+3,010 (+2%)
Value$3.6M (-$115.6K)
Filed 2026-10-22
Verde Capital Management
DECREASED
Shares136,358 from 169,442
Change-33,084 (-20%)
Value$3.4M (-$1.1M)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares136,285 from 142,198
Change-5,913 (-4%)
Value$3.4M (-$343.4K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares131,461 from 64,977
Change+66,484 (+102%)
Value$3.3M (+$1.6M)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares130,534 from 128,855
Change+1,679 (+1%)
Value$3.3M (-$134.3K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares130,413 from 118,940
Change+11,473 (+10%)
Value$3.3M (+$125.4K)
Filed 2026-10-22
K2 Financial Inc.
INCREASED
Shares130,409 from 123,621
Change+6,788 (+5%)
Value$3.3M (+$36.4K)
Filed 2026-10-26
RCS Financial Planning, LLC
INCREASED
Shares129,607 from 7,601
Change+122,006 (+1605%)
Value$3.3M (+$3.1M)
Filed 2026-10-14
Private Client Services, LLC
DECREASED
Shares129,481 from 131,389
Change-1,908 (-1%)
Value$3.3M (-$227.9K)
Filed 2026-10-02
Maltin Wealth Management, Inc.
INCREASED
Shares127,106 from 120,991
Change+6,115 (+5%)
Value$3.2M (-$12.1K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
INCREASED
Shares125,180 from 120,980
Change+4,200 (+3%)
Value$3.1M (-$60.2K)
Filed 2026-10-14
Eagle Bay Advisors LLC
INCREASED
Shares119,644 from 105,546
Change+14,098 (+13%)
Value$3.0M (+$209.7K)
Filed 2026-10-16
Curran Financial Partners, LLC
DECREASED
Shares118,115 from 123,738
Change-5,623 (-5%)
Value$3.0M (-$310.8K)
Filed 2026-11-04
Summit Financial Strategies, Inc.
DECREASED
Shares117,432 from 120,481
Change-3,049 (-3%)
Value$3.0M (-$241.7K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares115,818 from 114,910
Change+908 (+1%)
Value$2.9M (-$134.6K)
Filed 2026-11-06
Patten Group, Inc.
DECREASED
Shares113,545 from 120,699
Change-7,154 (-6%)
Value$2.9M (-$345.1K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
DECREASED
Shares109,029 from 129,504
Change-20,475 (-16%)
Value$2.7M (-$692.0K)
Filed 2026-10-26
Websterrogers Financial Advisors, LLC
INCREASED
Shares108,451 from 49,090
Change+59,361 (+121%)
Value$2.7M (+$1.4M)
Filed 2026-11-02
Aletheian Wealth Advisors LLC
INCREASED
Shares104,491 from 90,263
Change+14,228 (+16%)
Value$2.6M (+$233.9K)
Filed 2026-10-08
Washington Trust Advisors, Inc.
DECREASED
Shares101,596 from 101,696
Change-100 (0%)
Value$2.6M (-$141.8K)
Filed 2026-10-22
Freedom Financial Partners LLC
INCREASED
Shares100,875 from 98,101
Change+2,774 (+3%)
Value$2.5M (-$64.7K)
Filed 2026-10-19
Seed Wealth Management, Inc.
DECREASED
Shares100,760 from 159,565
Change-58,805 (-37%)
Value$2.5M (-$1.7M)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
INCREASED
Shares100,544 from 99,176
Change+1,368 (+1%)
Value$2.5M (-$101.5K)
Filed 2026-10-21
Revisor Wealth Management LLC
INCREASED
Shares99,964 from 97,478
Change+2,486 (+3%)
Value$2.5M (-$42.0K)
Filed 2026-10-20
Ridgewood Investments LLC
INCREASED
Shares99,933 from 40,717
Change+59,216 (+145%)
Value$2.5M (+$1.4M)
Filed 2026-10-05
1620 Investment Advisors, Inc.
INCREASED
Shares99,533 from 92,062
Change+7,471 (+8%)
Value$2.5M (+$61.6K)
Filed 2026-11-04
Tran Capital Management, L.P.
DECREASED
Shares99,319 from 99,399
Change-80 (0%)
Value$2.5M (-$138.2K)
Filed 2026-10-19
Lord & Richards Wealth Management, LLC
DECREASED
Shares99,127 from 114,213
Change-15,086 (-13%)
Value$2.5M (-$535.6K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
UNCHANGED
Shares99,098 from 99,098
Change0 (0%)
Value$2.5M (-$135.8K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares93,627 from 100,817
Change-7,190 (-7%)
Value$2.4M (-$318.8K)
Filed 2026-11-05
Washington Trust Co
DECREASED
Shares92,463 from 93,283
Change-820 (-1%)
Value$2.3M (-$148.4K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares92,065 from 88,991
Change+3,074 (+3%)
Value$2.3M (-$44.7K)
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
INCREASED
Shares91,263 from 84,565
Change+6,698 (+8%)
Value$2.3M (+$54.4K)
Filed 2026-10-16
Veracity Capital LLC
INCREASED
Shares87,990 from 81,100
Change+6,890 (+9%)
Value$2.2M (+$62.1K)
Filed 2026-10-08
PFC Capital Group, Inc.
INCREASED
Shares87,235 from 84,954
Change+2,281 (+3%)
Value$2.2M (-$58.8K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares87,181 from 73,046
Change+14,135 (+19%)
Value$2.2M (+$255.1K)
Filed 2026-10-21
L.K. Benson & Company, P.C.
INCREASED
Shares84,723 from 44,662
Change+40,061 (+90%)
Value$2.1M (+$945.5K)
Filed 2026-10-23
Equity Investment Corp
NEW
Shares84,500
Change+84,500
Value$2.1M
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares81,857 from 78,609
Change+3,248 (+4%)
Value$2.1M (-$26.1K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares80,608 from 22,937
Change+57,671 (+251%)
Value$2.0M (+$1.4M)
Filed 2026-11-04
Arcataur Capital Management LLC
DECREASED
Shares79,817 from 80,942
Change-1,125 (-1%)
Value$2.0M (-$139.2K)
Filed 2026-10-21
Valpey Financial Services, LLC
INCREASED
Shares79,512 from 76,217
Change+3,295 (+4%)
Value$2.0M (-$21.6K)
Filed 2026-10-30
Physician Wealth Solutions Inc.
INCREASED
Shares79,164 from 72,007
Change+7,157 (+10%)
Value$2.0M (+$81.2K)
Filed 2026-10-14
Islay Capital Management, LLC
INCREASED
Shares78,000 from 28,000
Change+50,000 (+179%)
Value$2.0M (+$1.2M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares77,881 from 74,508
Change+3,373 (+5%)
Value$2.0M (-$17.3K)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares77,146 from 75,838
Change+1,308 (+2%)
Value$1.9M (-$71.0K)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares76,260 from 72,847
Change+3,413 (+5%)
Value$1.9M (-$14.0K)
Filed 2026-10-27
Councilor Wealth, LLC
NEW
Shares75,588
Change+75,588
Value$1.9M
Filed 2026-10-09
Archvest Wealth Advisors, Inc.
INCREASED
Shares75,072 from 73,790
Change+1,282 (+2%)
Value$1.9M (-$68.9K)
Filed 2026-10-29
Financial Freedom, LLC
INCREASED
Shares74,234 from 73,385
Change+849 (+1%)
Value$1.9M (-$79.2K)
Filed 2026-11-06
McLean Asset Management Corp
DECREASED
Shares74,224 from 77,362
Change-3,138 (-4%)
Value$1.9M (-$119.7K)
Filed 2026-11-06
Veratis Advisors, Inc.
DECREASED
Shares69,707 from 70,531
Change-824 (-1%)
Value$1.8M (-$117.3K)
Filed 2026-11-03
Hyposwiss Advisors SA
INCREASED
Shares64,491 from 63,736
Change+755 (+1%)
Value$1.6M (-$68.3K)
Filed 2026-10-26
Bauman Advisory Group, LLC
DECREASED
Shares63,860 from 65,870
Change-2,010 (-3%)
Value$1.6M (-$140.8K)
Filed 2026-10-29
SigFig Wealth Management, LLC
DECREASED
Shares63,224 from 63,295
Change-71 (0%)
Value$1.6M (-$94.8K)
Filed 2026-10-07
Duff & Phelps Investment Management Co
UNCHANGED
Shares63,020 from 63,020
Change0 (0%)
Value$1.6M (-$86.3K)
Filed 2026-11-06
Austin Wealth Management, LLC
INCREASED
Shares62,681 from 60,984
Change+1,697 (+3%)
Value$1.6M (-$21.9K)
Filed 2026-11-06
Cushing Capital Partners, LLC
INCREASED
Shares62,501 from 57,166
Change+5,335 (+9%)
Value$1.6M (+$55.8K)
Filed 2026-10-20
Fischer Financial Services, Inc.
UNCHANGED
Shares62,235 from 62,235
Change0 (0%)
Value$1.6M (-$85.3K)
Filed 2026-10-30
Arkansas Financial Group, Inc.
INCREASED
Shares59,713 from 59,649
Change+64 (+0%)
Value$1.5M (-$80.1K)
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
INCREASED
Shares59,513 from 59,279
Change+234 (+0%)
Value$1.5M (-$75.3K)
Filed 2026-11-03
Breakwater Investment Management
DECREASED
Shares58,940 from 66,492
Change-7,552 (-11%)
Value$1.5M (-$280.9K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares58,728 from 437,820
Change-379,092 (-87%)
Value$1.5M (-$10.1M)
Filed 2026-10-28
Accelerate Investment Advisors LLC
INCREASED
Shares57,643 from 53,387
Change+4,256 (+8%)
Value$1.4M (+$33.8K)
Filed 2026-11-02
First Merchants Corp
INCREASED
Shares57,242 from 30,432
Change+26,810 (+88%)
Value$1.4M (+$632.0K)
Filed 2026-10-15
Lederer & Associates Investment Counsel
UNCHANGED
Shares57,130 from 57,130
Change0 (0%)
Value$1.4K (-$78)
Filed 2026-10-23
Old Port Advisors
NEW
Shares56,738
Change+56,738
Value$1.4M
Filed 2026-10-23
SWS Partners
INCREASED
Shares56,518 from 53,146
Change+3,372 (+6%)
Value$1.4M (+$11.9K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
DECREASED
Shares56,035 from 67,772
Change-11,737 (-17%)
Value$1.4M (-$387.8K)
Filed 2026-10-20
Virtue Capital Management, LLC
DECREASED
Shares55,583 from 60,370
Change-4,787 (-8%)
Value$1.4M (-$203.0K)
Filed 2026-10-29
Blue Fin Capital, Inc.
DECREASED
Shares55,529 from 56,699
Change-1,170 (-2%)
Value$1.4M (-$107.1K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares54,297 from 51,917
Change+2,380 (+5%)
Value$1.4M (-$11.3K)
Filed 2026-10-28
Horizons Wealth Management
NEW
Shares51,497
Change+51,497
Value$1.3M
Filed 2026-10-05
Pine Haven Investment Counsel, Inc
INCREASED
Shares51,208 from 47,757
Change+3,451 (+7%)
Value$1.3M (+$21.3K)
Filed 2026-11-02
Kingdom Financial Group Llc.
INCREASED
Shares49,310 from 35,038
Change+14,272 (+41%)
Value$1.2M (+$310.7K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares48,778 from 46,612
Change+2,166 (+5%)
Value$1.2M (-$9.4K)
Filed 2026-11-04
High Note Wealth, LLC
DECREASED
Shares48,720 from 50,046
Change-1,326 (-3%)
Value$1.2M (-$101.9K)
Filed 2026-10-27
FAI Advisors, Inc.
INCREASED
Shares48,206 from 46,756
Change+1,450 (+3%)
Value$1.2M (-$27.6K)
Filed 2026-10-27
Bedel Financial Consulting, Inc.
NEW
Shares47,797
Change+47,797
Value$1.2M
Filed 2026-11-06
TrueWealth Advisors, LLC
DECREASED
Shares46,627 from 47,262
Change-635 (-1%)
Value$1.2M (-$80.7K)
Filed 2026-10-09
Western Reserve Capital Management, LLC
INCREASED
Shares44,584 from 37,668
Change+6,916 (+18%)
Value$1.1M (+$122.2K)
Filed 2026-10-14
Bigelow Investment Advisors, LLC
DECREASED
Shares44,543 from 45,229
Change-686 (-2%)
Value$1.1M (-$79.2K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares44,284 from 42,840
Change+1,444 (+3%)
Value$1.1M (-$22.4K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares43,785 from 45,154
Change-1,369 (-3%)
Value$1.1M (-$96.3K)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED
Shares41,430 from 41,430
Change0 (0%)
Value$1.0M (-$56.8K)
Filed 2026-10-15
Leeward Financial Partners, LLC
UNCHANGED
Shares41,380 from 41,380
Change0 (0%)
Value$1.0M (-$56.7K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares40,612 from 30,670
Change+9,942 (+32%)
Value$1.0M (+$207.8K)
Filed 2026-10-16
Clear Investment Research, LLC
INCREASED
Shares38,699 from 36,667
Change+2,032 (+6%)
Value$972.5K (+$829)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares37,132 from 38,425
Change-1,293 (-3%)
Value$933.1K (-$85.1K)
Filed 2026-11-04
Pinkerton Wealth, LLC
INCREASED
Shares36,938 from 36,668
Change+270 (+1%)
Value$928.2K (-$47.5K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares36,679 from 17,259
Change+19,420 (+113%)
Value$921.7K (+$464.4K)
Filed 2026-10-23
Stash Investments, LLC
INCREASED
Shares36,474 from 12,829
Change+23,645 (+184%)
Value$916.6K (+$576.6K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares35,969 from 34,933
Change+1,036 (+3%)
Value$913.2K (+$3.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares35,969 from 34,933
Change+1,036 (+3%)
Value$913.2K (+$3.2K)
Filed 2026-10-20
Sherman Asset Management, Inc.
INCREASED
Shares35,823 from 35,803
Change+20 (+0%)
Value$900.2K (-$48.5K)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares35,755 from 30,204
Change+5,551 (+18%)
Value$898.5K (+$98.1K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares35,267 from 34,046
Change+1,221 (+4%)
Value$886.3K (-$16.0K)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares34,804 from 34,649
Change+155 (+0%)
Value$874.6K (-$47.4K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares33,961 from 30,710
Change+3,251 (+11%)
Value$853.4K (+$36.5K)
Filed 2026-10-13
Arta Finance Wealth Management LLC
INCREASED
Shares33,167 from 29,783
Change+3,384 (+11%)
Value$831.6K (+$49.0K)
Filed 2026-10-28
UMB Bank, n.a.
INCREASED
Shares33,150 from 32,919
Change+231 (+1%)
Value$833.1K (-$39.3K)
Filed 2026-11-06
Citizens National Bank Trust Department
INCREASED
Shares32,949 from 32,344
Change+605 (+2%)
Value$828.0K (-$29.1K)
Filed 2026-11-04
Friedenthal Financial
INCREASED
Shares32,590 from 31,527
Change+1,063 (+3%)
Value$819.0K (-$16.5K)
Filed 2026-10-27
Granville Capital, Inc.
INCREASED
Shares32,216 from 30,889
Change+1,327 (+4%)
Value$809.6K (-$9.0K)
Filed 2026-11-05
Asset Allocation Strategies LLC
INCREASED
Shares31,727 from 28,878
Change+2,849 (+10%)
Value$797.3K (+$32.0K)
Filed 2026-10-20
Allstreet Capital Advisors LLC
DECREASED
Shares31,577 from 34,557
Change-2,980 (-9%)
Value$793.5K (-$122.2K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares31,116 from 21,440
Change+9,676 (+45%)
Value$784.4K (+$216.3K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares30,935 from 17,937
Change+12,998 (+72%)
Value$777.4K (+$302.1K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares30,841 from 33,851
Change-3,010 (-9%)
Value$775.0K (-$122.0K)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares30,751 from 15,375
Change+15,376 (+100%)
Value$772.8K (+$365.3K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares30,579 from 29,550
Change+1,029 (+3%)
Value$769.1K (-$14.0K)
Filed 2026-10-30
Concord Wealth Partners
INCREASED
Shares29,317 from 4,143
Change+25,174 (+608%)
Value$736.7K (+$627.0K)
Filed 2026-11-02
Opus Financial Solutions LLC
INCREASED
Shares29,151 from 28,236
Change+915 (+3%)
Value$732.6K (-$15.7K)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares29,077 from 28,862
Change+215 (+1%)
Value$730.7K (-$34.1K)
Filed 2026-10-14
Chapman Financial Group, LLC
DECREASED
Shares28,450 from 29,450
Change-1,000 (-3%)
Value$714.9K (-$65.5K)
Filed 2026-10-26
Prudent Man Advisors, LLC
DECREASED
Shares27,964 from 27,971
Change-7 (0%)
Value$702.7K (-$38.6K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares27,961 from 19,121
Change+8,840 (+46%)
Value$702.7K (+$196.0K)
Filed 2026-11-03
Fermata Advisors, LLC
NEW
Shares27,694
Change+27,694
Value$696.0K
Filed 2026-10-13
Howard Bailey Securities, LLC
INCREASED
Shares27,570 from 19,498
Change+8,072 (+41%)
Value$692.8K (+$176.1K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares27,257 from 10,128
Change+17,129 (+169%)
Value$685.0K (+$416.6K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
INCREASED
Shares26,736 from 23,141
Change+3,595 (+16%)
Value$671.9K (+$58.6K)
Filed 2026-10-29
Keeler Thomas Management LLC
NEW
Shares26,579
Change+26,579
Value$667.9K
Filed 2026-10-29
LifeGoal Investments, LLC
INCREASED
Shares26,452 from 13,926
Change+12,526 (+90%)
Value$664.7K (+$295.7K)
Filed 2026-10-09
Vista Capital Partners, Inc.
DECREASED
Shares26,209 from 26,611
Change-402 (-2%)
Value$658.6K (-$46.6K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares25,839 from 25,475
Change+364 (+1%)
Value$649.4K (-$25.7K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares25,302 from 17,813
Change+7,489 (+42%)
Value$635.8K (+$163.8K)
Filed 2026-10-27
Boomfish Wealth Group, LLC
INCREASED
Shares25,078 from 18,826
Change+6,252 (+33%)
Value$630.2K (+$131.3K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares24,773 from 24,714
Change+59 (+0%)
Value$637.7K (-$9.4K)
Filed 2026-11-03
Quartz Partners, LLC
NEW
Shares24,744
Change+24,744
Value$621.8K
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED
Shares24,196 from 25,974
Change-1,778 (-7%)
Value$608.0K (-$80.3K)
Filed 2026-10-30
WT Wealth Management
INCREASED
Shares23,970 from 21,379
Change+2,591 (+12%)
Value$602.4K (+$35.8K)
Filed 2026-10-13
Skyline Advisors, Inc.
DECREASED
Shares23,799 from 31,528
Change-7,729 (-25%)
Value$598.1K (-$237.4K)
Filed 2026-11-03
Myecfo, LLC
DECREASED
Shares23,528 from 24,668
Change-1,140 (-5%)
Value$591.3K (-$62.4K)
Filed 2026-10-14
Cambridge Advisors Inc.
INCREASED
Shares23,255 from 23,241
Change+14 (+0%)
Value$584.4K (-$31.5K)
Filed 2026-10-19
Montag A & Associates Inc
NEW
Shares22,517
Change+22,517
Value$565.9K
Filed 2026-10-29
Stewardship Advisors, LLC
INCREASED
Shares22,432 from 20,921
Change+1,511 (+7%)
Value$563.7K (+$9.3K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares21,881 from 8,302
Change+13,579 (+164%)
Value$549.9K (+$329.9K)
Filed 2026-10-08
Aspetuck Financial Management LLC
INCREASED
Shares21,650 from 16,850
Change+4,800 (+28%)
Value$544.1K (+$97.5K)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares21,647 from 20,812
Change+835 (+4%)
Value$544 (-$551.5K)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares21,591 from 22,966
Change-1,375 (-6%)
Value$542.6K (-$66.0K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares21,414 from 19,061
Change+2,353 (+12%)
Value$538 (-$504.5K)
Filed 2026-10-26
Shearwater Capital LLC
UNCHANGED
Shares21,290 from 21,290
Change0 (0%)
Value$535.0K (-$29.2K)
Filed 2026-10-13
Evolution Advisers, Inc.
INCREASED
Shares21,164 from 10,474
Change+10,690 (+102%)
Value$534.8K (+$257.8K)
Filed 2026-11-06
Montgomery Financial Services LLC
INCREASED
Shares21,078 from 14,476
Change+6,602 (+46%)
Value$529.7K (+$146.1K)
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares20,977 from 20,654
Change+323 (+2%)
Value$527.1K (-$20.2K)
Filed 2026-10-19
Graetz Wealth LLC
INCREASED
Shares20,615 from 19,963
Change+652 (+3%)
Value$518.1K (-$11.0K)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares20,573 from 8,118
Change+12,455 (+153%)
Value$517.0K (+$301.9K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares20,536 from 18,282
Change+2,254 (+12%)
Value$516.1K (+$31.6K)
Filed 2026-11-03
DMC Group, LLC
DECREASED
Shares20,364 from 23,062
Change-2,698 (-12%)
Value$511.7K (-$99.4K)
Filed 2026-10-26
Moors & Cabot, Inc.
INCREASED
Shares20,284 from 19,382
Change+902 (+5%)
Value$509.7K (-$3.9K)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares20,218 from 19,795
Change+423 (+2%)
Value$508.1K (-$16.5K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
DECREASED
Shares20,053 from 20,727
Change-674 (-3%)
Value$503.9K (-$45.3K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED
Shares19,951 from 17,015
Change+2,936 (+17%)
Value$501.4K (+$50.5K)
Filed 2026-11-02
Mcdonald Partners LLC
INCREASED
Shares19,798 from 18,676
Change+1,122 (+6%)
Value$497.5K (+$2.6K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares19,651 from 591
Change+19,060 (+3225%)
Value$493.9K (+$478.2K)
Filed 2026-11-03
LifeWealth Investments, LLC
INCREASED
Shares19,447 from 17,889
Change+1,558 (+9%)
Value$488.7K (+$14.7K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
INCREASED
Shares19,023 from 18,723
Change+300 (+2%)
Value$478.0K (-$18.1K)
Filed 2026-10-15
Aspiriant, LLC
NEW
Shares18,880
Change+18,880
Value$474.5K
Filed 2026-10-16
Lynx Investment Advisory
INCREASED
Shares18,665 from 17,288
Change+1,377 (+8%)
Value$469.0K (+$10.9K)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares17,888 from 16,007
Change+1,881 (+12%)
Value$449.5K (+$25.3K)
Filed 2026-10-20
Barrett & Company, Inc.
UNCHANGED
Shares17,882 from 17,882
Change0 (0%)
Value$449.4K (-$24.5K)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares17,774 from 15,853
Change+1,921 (+12%)
Value$447.0K (+$25.3K)
Filed 2026-10-30
Kondo Wealth Advisors, Inc.
INCREASED
Shares17,648 from 15,356
Change+2,292 (+15%)
Value$443.5K (+$36.6K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
DECREASED
Shares17,101 from 18,273
Change-1,172 (-6%)
Value$429.7K (-$54.5K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares17,004
Change+17,004
Value$428
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares16,504
Change+16,504
Value$414.7K
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares16,456 from 13,478
Change+2,978 (+22%)
Value$413.5K (+$64.3K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares16,033 from 16,011
Change+22 (+0%)
Value$424.9K (+$583)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares16,020 from 20,330
Change-4,310 (-21%)
Value$402.6K (-$136.2K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares15,996 from 12,465
Change+3,531 (+28%)
Value$402.0K (+$71.7K)
Filed 2026-10-08
Inlight Wealth Management, LLC
INCREASED
Shares15,876 from 13,780
Change+2,096 (+15%)
Value$399.0K (+$33.8K)
Filed 2026-10-21
Mengis Capital Management, Inc.
NEW
Shares15,852
Change+15,852
Value$398.4K
Filed 2026-10-13
Farrell Financial LLC
DECREASED
Shares15,786 from 17,327
Change-1,541 (-9%)
Value$396.7K (-$62.5K)
Filed 2026-10-16
Liberty Capital Management, Inc.
UNCHANGED
Shares15,752 from 15,752
Change0 (0%)
Value$395.8K (-$21.6K)
Filed 2026-11-02
North Forty Two & Co.
UNCHANGED
Shares15,582 from 15,582
Change0 (0%)
Value$391.6K (-$21.3K)
Filed 2026-10-19
TD Private Client Wealth LLC
DECREASED
Shares15,535 from 16,996
Change-1,461 (-9%)
Value$390.4K (-$60.0K)
Filed 2026-10-28
Independent Financial Group, LLC
NEW
Shares15,407
Change+15,407
Value$387.2K
Filed 2026-10-13
Kwmg, LLC
DECREASED
Shares15,404 from 15,413
Change-9 (0%)
Value$387.1K (-$21.3K)
Filed 2026-10-07
Verdence Capital Advisors LLC
INCREASED
Shares15,368 from 11,279
Change+4,089 (+36%)
Value$386.2K (+$87.3K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares15,288 from 26,258
Change-10,970 (-42%)
Value$384.2K (-$311.7K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares15,209 from 15,345
Change-136 (-1%)
Value$383.0K (-$20.6K)
Filed 2026-10-13
Downshift Financial, LLC
DECREASED
Shares15,169 from 15,174
Change-5 (0%)
Value$381.2K (-$20.9K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares14,842 from 8,040
Change+6,802 (+85%)
Value$373.0K (+$159.9K)
Filed 2026-11-02
Surience Private Wealth LLC
INCREASED
Shares14,680 from 14,261
Change+419 (+3%)
Value$368.9K (-$9.0K)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares14,627 from 11,547
Change+3,080 (+27%)
Value$367.6K (+$61.6K)
Filed 2026-10-22
LexAurum Advisors, LLC
NEW
Shares14,376
Change+14,376
Value$361.3K
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares13,876 from 11,213
Change+2,663 (+24%)
Value$348.7K (+$51.6K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares13,843 from 14,173
Change-330 (-2%)
Value$348.8K (-$22.9K)
Filed 2026-10-13
NBT Bank, N.A.
UNCHANGED
Shares13,556 from 13,556
Change0 (0%)
Value$340.7K (-$18.6K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares13,434 from 7,389
Change+6,045 (+82%)
Value$337.6K (+$141.8K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares13,275 from 13,096
Change+179 (+1%)
Value$333.6K (-$13.4K)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares13,210 from 13,604
Change-394 (-3%)
Value$332.0K (-$28.5K)
Filed 2026-10-29
Trust Co
NEW
Shares13,175
Change+13,175
Value$331.1K
Filed 2026-10-09
IVC Wealth Advisors LLC
INCREASED
Shares12,894 from 12,720
Change+174 (+1%)
Value$324.0K (-$13.1K)
Filed 2026-10-23
Inman Jager Wealth Management, LLC
INCREASED
Shares12,814 from 10,807
Change+2,007 (+19%)
Value$322.0K (+$35.6K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares12,759 from 11,817
Change+942 (+8%)
Value$320.6K (+$7.5K)
Filed 2026-10-23
Breakwater Capital Group
NEW
Shares12,582
Change+12,582
Value$316.2K
Filed 2026-10-09
Blume Capital Management, Inc.
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$314.1K (-$17.1K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares12,440 from 11,401
Change+1,039 (+9%)
Value$312.6K (+$10.5K)
Filed 2026-11-05
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares12,376 from 12,376
Change0 (0%)
Value$311.0K (-$17.0K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
INCREASED
Shares12,344 from 12,284
Change+60 (+0%)
Value$310.2K (-$15.3K)
Filed 2026-10-07
NWF Advisory Services Inc.
NEW
Shares12,252
Change+12,252
Value$307.9K
Filed 2026-10-19
Avant Financial Advisors LLC
UNCHANGED
Shares12,123 from 12,123
Change0 (0%)
Value$304.7K (-$16.6K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
UNCHANGED
Shares12,076 from 12,076
Change0 (0%)
Value$303.5K (-$16.5K)
Filed 2026-10-14
Greenleaf Trust
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$301.6K (-$16.4K)
Filed 2026-10-29
Opal Wealth Advisors, LLC
INCREASED
Shares11,949 from 10,828
Change+1,121 (+10%)
Value$300.3K (+$13.4K)
Filed 2026-10-16
International Private Wealth Advisors LLC
INCREASED
Shares11,936 from 11,701
Change+235 (+2%)
Value$299.9K (-$10.1K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares11,854 from 39
Change+11,815 (+30295%)
Value$297.9K (+$296.9K)
Filed 2026-10-14
Kesler, Norman & Wride, LLC
INCREASED
Shares11,732 from 11,350
Change+382 (+3%)
Value$294.8K (-$5.9K)
Filed 2026-11-06
Carter Financial Group, Inc.
INCREASED
Shares11,673 from 11,102
Change+571 (+5%)
Value$293.3K (-$862)
Filed 2026-10-21
Center For Asset Management LLC
DECREASED
Shares11,590 from 29,614
Change-18,024 (-61%)
Value$291.3K (-$493.6K)
Filed 2026-10-16
SRH Advisors, LLC
DECREASED
Shares11,460 from 12,300
Change-840 (-7%)
Value$288.0K (-$38.0K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares11,449 from 10,460
Change+989 (+9%)
Value$287.7K (+$10.5K)
Filed 2026-10-30
Brewster Financial Planning LLC
INCREASED
Shares11,264 from 10,492
Change+772 (+7%)
Value$283.1K (+$5.0K)
Filed 2026-10-13
CWC Advisors, Llc.
DECREASED
Shares11,253 from 11,590
Change-337 (-3%)
Value$282.8K (-$24.3K)
Filed 2026-10-15
Valley Forge Investment Consultants Inc ADV
NEW
Shares11,167
Change+11,167
Value$280.6K
Filed 2026-11-03
Rinkey Investments
DECREASED
Shares10,958 from 25,252
Change-14,294 (-57%)
Value$275.4K (-$393.8K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares10,822 from 10,146
Change+676 (+7%)
Value$272.0K (+$3.1K)
Filed 2026-10-27
Level Four Advisory Services, LLC
NEW
Shares10,616
Change+10,616
Value$266.8K
Filed 2026-11-06
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares10,589 from 10,383
Change+206 (+2%)
Value$266.1K (-$9.0K)
Filed 2026-11-06
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares10,551 from 9,840
Change+711 (+7%)
Value$265.1K (+$4.4K)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares10,535 from 12,056
Change-1,521 (-13%)
Value$264.7K (-$54.7K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares10,306
Change+10,306
Value$259.0K
Filed 2026-11-03
Guardian Financial Partners, LLC
DECREASED
Shares10,248 from 15,881
Change-5,633 (-35%)
Value$257.5K (-$163.3K)
Filed 2026-11-04
First Horizon Corp
INCREASED
Shares10,103 from 3,766
Change+6,337 (+168%)
Value$253.9K (+$154.1K)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares10,096 from 18,675
Change-8,579 (-46%)
Value$253.7K (-$236.3K)
Filed 2026-10-08
Powell Investment Advisors, LLC
INCREASED
Shares10,012 from 9,817
Change+195 (+2%)
Value$251.6K (-$8.5K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares9,800 from 9,488
Change+312 (+3%)
Value$246.3K (-$5.1K)
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares9,787 from 8,651
Change+1,136 (+13%)
Value$245.9K (+$16.7K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares9,764 from 10,229
Change-465 (-5%)
Value$245.4K (-$25.7K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares9,738 from 9,888
Change-150 (-2%)
Value$244.7K (-$17.3K)
Filed 2026-10-22
Compass Ion Advisors, LLC
DECREASED
Shares9,729 from 10,226
Change-497 (-5%)
Value$244.5K (-$26.5K)
Filed 2026-10-23
Hardin Capital Partners, LLC
DECREASED
Shares9,696 from 10,195
Change-499 (-5%)
Value$243.7K (-$27.0K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED
Shares9,510 from 12,080
Change-2,570 (-21%)
Value$239.0K (-$81.1K)
Filed 2026-11-02
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares9,479 from 8,505
Change+974 (+11%)
Value$238.2K (+$12.8K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares9,433 from 9,202
Change+231 (+3%)
Value$237.1K (-$6.8K)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares9,419 from 1,214
Change+8,205 (+676%)
Value$236.7K (+$204.5K)
Filed 2026-10-13
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares9,416 from 31,058
Change-21,642 (-70%)
Value$236.6K (-$586.4K)
Filed 2026-10-22
Sound Stewardship, LLC
INCREASED
Shares9,381 from 9,245
Change+136 (+1%)
Value$235.7K (-$9.2K)
Filed 2026-10-14
Alhambra Investment Management LLC
UNCHANGED
Shares9,282 from 9,282
Change0 (0%)
Value$233.3K (-$12.7K)
Filed 2026-10-15
Fruth Investment Management
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$226 (-$12)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares8,809 from 8,093
Change+716 (+9%)
Value$221.4K (+$6.9K)
Filed 2026-10-23
Asset One Wealth Management LLC
DECREASED
Shares8,778 from 12,031
Change-3,253 (-27%)
Value$220.6K (-$94.7K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,761
Change+8,761
Value$220.2K
Filed 2026-10-16
Trademark Financial Management, LLC
DECREASED
Shares8,430 from 8,531
Change-101 (-1%)
Value$211.8K (-$14.2K)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares8,352 from 8,351
Change+1 (+0%)
Value$210.5K (-$8.6K)
Filed 2026-10-09
Windsor Capital Management, LLC
NEW
Shares8,320
Change+8,320
Value$209.1K
Filed 2026-10-13
Northland Capital Management LLC
NEW
Shares8,315
Change+8,315
Value$209.0K
Filed 2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$206.1K (-$11.2K)
Filed 2026-11-05
Private Advisory Group LLC
NEW
Shares8,059
Change+8,059
Value$202.5K
Filed 2026-11-06
Tilia Fiduciary Partners, Inc.
DECREASED
Shares8,015 from 8,213
Change-198 (-2%)
Value$201.4K (-$16.2K)
Filed 2026-10-09
Greenfield Seitz Capital Management, LLC
DECREASED
Shares8,002 from 8,302
Change-300 (-4%)
Value$201.1K (-$18.9K)
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares7,756 from 7,104
Change+652 (+9%)
Value$194.9K (+$6.6K)
Filed 2026-10-30
First Premier Bank
NEW
Shares7,546
Change+7,546
Value$190
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares7,035 from 6,903
Change+132 (+2%)
Value$176.8K (-$6.1K)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
NEW
Shares6,701
Change+6,701
Value$168.4K
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares6,361
Change+6,361
Value$159.8K
Filed 2026-10-09
Raleigh Capital Management Inc.
INCREASED
Shares6,279 from 4,940
Change+1,339 (+27%)
Value$157.8K (+$26.9K)
Filed 2026-10-28
WPG Advisers, LLC
INCREASED
Shares5,961 from 5,719
Change+242 (+4%)
Value$149.8K (-$1.8K)
Filed 2026-10-27
MTM Investment Management, LLC
INCREASED
Shares5,478 from 1,569
Change+3,909 (+249%)
Value$137.7K (+$96.1K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares5,090 from 3,756
Change+1,334 (+36%)
Value$127.9K (+$28.4K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares5,019
Change+5,019
Value$126.1K
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares4,992 from 4,213
Change+779 (+18%)
Value$125.4K (+$13.8K)
Filed 2026-10-20
KFG LLC
NEW
Shares4,697
Change+4,697
Value$118.0K
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$115.6K (-$6.3K)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$103.0K (-$3.0K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares3,632 from 3,632
Change0 (0%)
Value$91.3K (-$5.0K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares3,493 from 3,420
Change+73 (+2%)
Value$87.8K (-$2.9K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares3,197
Change+3,197
Value$80.3K
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,188 from 2,217
Change+971 (+44%)
Value$80.1K (+$21.4K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares2,621 from 2,044
Change+577 (+28%)
Value$65.9K (+$11.7K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
DECREASED
Shares2,511 from 3,576
Change-1,065 (-30%)
Value$63.1K (-$31.7K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares2,497 from 2,110
Change+387 (+18%)
Value$62.8K (+$6.8K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
INCREASED
Shares2,221 from 2,212
Change+9 (+0%)
Value$55.8K (-$2.8K)
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$55.3K (-$3.0K)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$52.1K (-$2.8K)
Filed 2026-10-30
Pflug Koory, LLC
INCREASED
Shares1,970 from 1,960
Change+10 (+1%)
Value$49.5K (-$2.4K)
Filed 2026-10-26
Vestor Capital, LLC
NEW
Shares1,931
Change+1,931
Value$358
Filed 2026-11-04
Cohalo Advisory LLC
NEW
Shares1,920
Change+1,920
Value$48.3K
Filed 2026-10-28
Bank of New Hampshire
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$47.8K (-$2.6K)
Filed 2026-10-06
Lanark Financial, Inc.
INCREASED
Shares1,884 from 1,228
Change+656 (+53%)
Value$47.3K (+$14.8K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$45.6K (-$2.5K)
Filed 2026-10-07
Blue Trust, Inc.
DECREASED
Shares1,758 from 2,205
Change-447 (-20%)
Value$44.2K (-$14.3K)
Filed 2026-10-15
CX Institutional
NEW
Shares1,753
Change+1,753
Value$44
Filed 2026-10-02
Abound Wealth Management
INCREASED
Shares1,748 from 145
Change+1,603 (+1106%)
Value$43.9K (+$40.1K)
Filed 2026-10-26
Bullock Wealth Management Group
DECREASED
Shares1,512 from 1,727
Change-215 (-12%)
Value$38.0K (-$7.3K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,372 from 685
Change+687 (+100%)
Value$34.5K (+$16.3K)
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$33.9K (-$1.8K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$30.2K (-$1.6K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,153 from 1,130
Change+23 (+2%)
Value$29.0K (-$984)
Filed 2026-10-26
Align Financial, LLC
NEW
Shares1,087
Change+1,087
Value$27.3K
Filed 2026-10-16
Blueline Advisors LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$25.6K (-$1.4K)
Filed 2026-10-15
First Community Trust NA
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$24.7K (-$1.3K)
Filed 2026-10-07
Archer Investment Corp
INCREASED
Shares981 from 975
Change+6 (+1%)
Value$24.7K (-$1.2K)
Filed 2026-11-05
Addison Advisors LLC
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$23.6K (-$1.3K)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares901 from 5,648
Change-4,747 (-84%)
Value$22.7K (-$127.0K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares866
Change+866
Value$22
Filed 2026-10-02
Kroeger Financial Partners
DECREASED
Shares794 from 18,554
Change-17,760 (-96%)
Value$20.0K (-$471.7K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$14.3K (-$778)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares567 from 123
Change+444 (+361%)
Value$14.3K (+$11.0K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$14.2K (-$775)
Filed 2026-11-03
10Elms LLP
NEW
Shares555
Change+555
Value$13.9K
Filed 2026-11-06
Balance Wealth Partners LLC
NEW
Shares522
Change+522
Value$13.1K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares506
Change+506
Value$12.7K
Filed 2026-11-04
Pacifica Partners Inc.
DECREASED
Shares455 from 2,665
Change-2,210 (-83%)
Value$11.4K (-$58.6K)
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$11.0K (-$598)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares398 from 8,604
Change-8,206 (-95%)
Value$10.0K (-$218.0K)
Filed 2026-11-04
Olistico Wealth, LLC
DECREASED
Shares392 from 550
Change-158 (-29%)
Value$9.9K (-$4.7K)
Filed 2026-10-05
PFS Partners, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$9.7K (-$526)
Filed 2026-10-21
Burkett Financial Services, LLC
INCREASED
Shares382 from 376
Change+6 (+2%)
Value$9.6K (-$357)
Filed 2026-10-01
Angeles Wealth Management, LLC
INCREASED
Shares381 from 92
Change+289 (+314%)
Value$9.6K (+$7.1K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$9.6K (-$410)
Filed 2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$9.4K (-$515)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$9.4K (-$515)
Filed 2026-10-08
Cullen T Bankers, Inc.
NEW
Shares344
Change+344
Value$8.6K
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares303
Change+303
Value$7.6K
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$7.2K (-$392)
Filed 2026-10-05
POM Investment Strategies, LLC
NEW
Shares210
Change+210
Value$5.3K
Filed 2026-10-20
Networth Advisors, LLC
INCREASED
Shares203 from 135
Change+68 (+50%)
Value$5.1K (+$1.5K)
Filed 2026-11-03
Clearstead Advisors, LLC
DECREASED
Shares190 from 220
Change-30 (-14%)
Value$4.8K (-$1.1K)
Filed 2026-11-06
Paladin Partners, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$4.7K (-$255)
Filed 2026-10-06
Reap Financial Group, LLC
DECREASED
Shares185 from 223
Change-38 (-17%)
Value$4.7K (-$1.3K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares185 from 182
Change+3 (+2%)
Value$4.6K (-$174)
Filed 2026-10-29
Cdkv Holdings LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$4.1K (-$221)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares145 from 143
Change+2 (+1%)
Value$3.7K (-$124)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares135 from 283
Change-148 (-52%)
Value$3.4K (-$4.1K)
Filed 2026-10-28
Financial Consulate, Inc
DECREASED
Shares134 from 217
Change-83 (-38%)
Value$3.4K (-$2.4K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$3.3K (-$181)
Filed 2026-10-16
Winthrop Capital Management, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$3.3K (+$3.3K)
Filed 2026-11-05
Clearstead Trust, LLC
NEW
Shares113
Change+113
Value$2.8K
Filed 2026-11-06
Markowski Investments
NEW
Shares74
Change+74
Value$1.9K
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$1.7K (-$94)
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.7K (-$93)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares66 from 47
Change+19 (+40%)
Value$1.7K (+$417)
Filed 2026-11-04
Hoey Investments, Inc
DECREASED
Shares44 from 384
Change-340 (-89%)
Value$1.1K (-$9.1K)
Filed 2026-10-29
Financial Management Professionals, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$603 (-$33)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$452 (-$25)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$460 (-$25)
Filed 2026-10-23
First Pacific Financial
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$366 (-$13)
Filed 2026-10-14
Clayton Financial Group LLC
NEW
Shares13
Change+13
Value$327
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$305 (-$13)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$151 (-$8)
Filed 2026-10-21
Towne Trust Company, N.a
NEW
Shares4
Change+4
Value$101
Filed 2026-10-28
Southern Michigan Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$101 (-$5)
Filed 2026-10-19
Lodestone Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$75 (-$5)
Filed 2026-10-14
Compass Wealth Management LLC
NEW
Shares1
Change+1
Value$26
Filed 2026-10-22
Morling Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$21 (-$2)
Filed 2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 8,707,371
Change-8,707,371 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-14
Garde Capital, Inc.
CLOSED
Shares0 from 1,471,972
Change-1,471,972 (-100%)
Value$0 (-$39.0M)
Filed 2026-10-29
FDx Advisors, Inc.
CLOSED
Shares0 from 524,025
Change-524,025 (-100%)
Value$0 (-$13.9M)
Filed 2026-11-05
ALM First Financial Advisors, LLC
CLOSED
Shares0 from 487,500
Change-487,500 (-100%)
Value$0 (-$12.9M)
Filed 2026-10-13
VAN Strum & Towne Inc.
CLOSED
Shares0 from 243,202
Change-243,202 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-06
Retirement Financial Solutions, LLC
CLOSED
Shares0 from 242,636
Change-242,636 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-20
Econ Financial Services Corp
CLOSED
Shares0 from 77,125
Change-77,125 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-19
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 40,148
Change-40,148 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Alps Advisors Inc
CLOSED
Shares0 from 31,065
Change-31,065 (-100%)
Value$0 (-$823.2K)
Filed 2026-11-03
Yoder Wealth Management, Inc.
CLOSED
Shares0 from 18,400
Change-18,400 (-100%)
Value$0 (-$487.6K)
Filed 2026-10-13
Aire Advisors, LLC
CLOSED
Shares0 from 12,960
Change-12,960 (-100%)
Value$0 (-$343.4K)
Filed 2026-10-22
Global Assets Advisory, LLC
CLOSED
Shares0 from 12,130
Change-12,130 (-100%)
Value$0 (-$318.8K)
Filed 2026-10-28
Country Trust Bank
CLOSED
Shares0 from 11,559
Change-11,559 (-100%)
Value$0 (-$306.3K)
Filed 2026-10-30
Compound Planning, Inc.
CLOSED
Shares0 from 11,219
Change-11,219 (-100%)
Value$0 (-$297.3K)
Filed 2026-11-05
Fisher Asset Management, LLC
CLOSED
Shares0 from 10,222
Change-10,222 (-100%)
Value$0 (-$270.9K)
Filed 2026-11-06
Sensible Money, LLC
CLOSED
Shares0 from 9,897
Change-9,897 (-100%)
Value$0 (-$262.3K)
Filed 2026-10-20
MGO One Seven LLC
CLOSED
Shares0 from 9,871
Change-9,871 (-100%)
Value$0 (-$261.6K)
Filed 2026-10-28
Asset Dedication, LLC
CLOSED
Shares0 from 9,584
Change-9,584 (-100%)
Value$0 (-$254.0K)
Filed 2026-11-03
PW Nova Financial Services LLC
CLOSED
Shares0 from 9,131
Change-9,131 (-100%)
Value$0 (-$242.0K)
Filed 2026-10-15
93 Financial Group, LLC
CLOSED
Shares0 from 8,390
Change-8,390 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 8,388
Change-8,388 (-100%)
Value$0 (-$219.3K)
Filed 2026-11-05
Atlas Wealth Partners, LLC
CLOSED
Shares0 from 7,950
Change-7,950 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-03
Wealth Management Resources, Inc.
CLOSED
Shares0 from 7,894
Change-7,894 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-21
Moneco Advisors, LLC
CLOSED
Shares0 from 7,710
Change-7,710 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-05
Ritholtz Wealth Management
CLOSED
Shares0 from 7,568
Change-7,568 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 6,537
Change-6,537 (-100%)
Value$0 (-$173.0K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 6,376
Change-6,376 (-100%)
Value$0 (-$166.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 6,152
Change-6,152 (-100%)
Value$0 (-$163.0K)
Filed 2026-10-15
AlphaCentric Advisors LLC
CLOSED
Shares0 from 5,157
Change-5,157 (-100%)
Value$0 (-$136.7K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 3,425
Change-3,425 (-100%)
Value$0 (-$90.8K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 943
Change-943 (-100%)
Value$0 (-$25.0K)
Filed 2026-11-06
Simplex Trading, LLC
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$24.5K)
Filed 2026-11-04
Sage Mountain Advisors LLC
CLOSED
Shares0 from 686
Change-686 (-100%)
Value$0 (-$18.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-02
Key FInancial Inc
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-21
Pittenger & Anderson Inc
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-13
True Wealth Design, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
SYM Financial Corp
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$504)
Filed 2026-10-26
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$106)
Filed 2026-10-06
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$79)
Filed 2026-11-04
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$3)
Filed 2026-10-29
Empower Advisory Group, LLC
N/A
Shares— from 56,682,533
Change-56,682,533 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 35,292,799
Change-35,292,799 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,874,223
Change-27,874,223 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 13,667,827
Change-13,667,827 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,540,399
Change-11,540,399 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,579,829
Change-10,579,829 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 9,439,565
Change-9,439,565 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 9,287,638
Change-9,287,638 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 8,798,660
Change-8,798,660 (-100%)
Value—
Nepc LLC
N/A
Shares— from 8,321,737
Change-8,321,737 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,468,720
Change-6,468,720 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,341,129
Change-6,341,129 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,295,573
Change-6,295,573 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 5,620,759
Change-5,620,759 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,313,609
Change-5,313,609 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,068,741
Change-5,068,741 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,653,308
Change-3,653,308 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,601,077
Change-3,601,077 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,427,650
Change-3,427,650 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,958,188
Change-2,958,188 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,978,213
Change-1,978,213 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,964,331
Change-1,964,331 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,851,168
Change-1,851,168 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,713,651
Change-1,713,651 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 1,663,100
Change-1,663,100 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,591,154
Change-1,591,154 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,580,881
Change-1,580,881 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,270,321
Change-1,270,321 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,101,719
Change-1,101,719 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,000,075
Change-1,000,075 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 828,847
Change-828,847 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 795,641
Change-795,641 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 743,051
Change-743,051 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 726,108
Change-726,108 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 663,627
Change-663,627 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 646,079
Change-646,079 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 618,196
Change-618,196 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 594,606
Change-594,606 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 580,465
Change-580,465 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 548,168
Change-548,168 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 530,600
Change-530,600 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 528,943
Change-528,943 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 492,881
Change-492,881 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 488,303
Change-488,303 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 486,183
Change-486,183 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 468,102
Change-468,102 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 437,861
Change-437,861 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 433,064
Change-433,064 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 428,837
Change-428,837 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 423,069
Change-423,069 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 417,385
Change-417,385 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 406,932
Change-406,932 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 401,658
Change-401,658 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 399,721
Change-399,721 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 398,250
Change-398,250 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 393,772
Change-393,772 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 376,801
Change-376,801 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 334,843
Change-334,843 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 332,888
Change-332,888 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 323,361
Change-323,361 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 302,005
Change-302,005 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 301,276
Change-301,276 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 296,810
Change-296,810 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 289,935
Change-289,935 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 279,578
Change-279,578 (-100%)
Value—
Commerce Bank
N/A
Shares— from 273,564
Change-273,564 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 269,956
Change-269,956 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 267,114
Change-267,114 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 266,088
Change-266,088 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 260,482
Change-260,482 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 251,901
Change-251,901 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 243,577
Change-243,577 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 235,393
Change-235,393 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 228,489
Change-228,489 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 214,965
Change-214,965 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 214,705
Change-214,705 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 196,586
Change-196,586 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 187,465
Change-187,465 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 172,592
Change-172,592 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 171,441
Change-171,441 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 170,937
Change-170,937 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 170,794
Change-170,794 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 170,297
Change-170,297 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 168,327
Change-168,327 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 163,724
Change-163,724 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 163,102
Change-163,102 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 158,130
Change-158,130 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 157,416
Change-157,416 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 153,741
Change-153,741 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 152,530
Change-152,530 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 147,238
Change-147,238 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 146,893
Change-146,893 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 143,731
Change-143,731 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 141,964
Change-141,964 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 139,899
Change-139,899 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 138,091
Change-138,091 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 131,947
Change-131,947 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 130,782
Change-130,782 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 129,270
Change-129,270 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 129,025
Change-129,025 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 126,972
Change-126,972 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 125,424
Change-125,424 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 124,444
Change-124,444 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 119,123
Change-119,123 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 117,238
Change-117,238 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 115,539
Change-115,539 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 110,950
Change-110,950 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 110,536
Change-110,536 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 110,434
Change-110,434 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 108,855
Change-108,855 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 104,482
Change-104,482 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 95,605
Change-95,605 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 93,648
Change-93,648 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 92,688
Change-92,688 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 91,679
Change-91,679 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 90,808
Change-90,808 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 90,456
Change-90,456 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 87,361
Change-87,361 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 85,190
Change-85,190 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 85,146
Change-85,146 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 84,803
Change-84,803 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 84,548
Change-84,548 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 82,426
Change-82,426 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 81,181
Change-81,181 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 80,845
Change-80,845 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 78,969
Change-78,969 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 73,860
Change-73,860 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 72,790
Change-72,790 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 71,931
Change-71,931 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 68,895
Change-68,895 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 68,868
Change-68,868 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 64,825
Change-64,825 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 63,987
Change-63,987 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 63,027
Change-63,027 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 61,823
Change-61,823 (-100%)
Value—
Betterment LLC
N/A
Shares— from 57,364
Change-57,364 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 56,000
Change-56,000 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 51,824
Change-51,824 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 51,734
Change-51,734 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 49,929
Change-49,929 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,549
Change-49,549 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,057
Change-49,057 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,853
Change-48,853 (-100%)
Value—
Nwam LLC
N/A
Shares— from 46,203
Change-46,203 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 45,977
Change-45,977 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 44,895
Change-44,895 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 44,848
Change-44,848 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 43,797
Change-43,797 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,341
Change-43,341 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 41,238
Change-41,238 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 40,351
Change-40,351 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 40,115
Change-40,115 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,003
Change-40,003 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 39,938
Change-39,938 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 39,362
Change-39,362 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 39,247
Change-39,247 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 38,288
Change-38,288 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 37,588
Change-37,588 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 37,556
Change-37,556 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 35,685
Change-35,685 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 34,456
Change-34,456 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 34,399
Change-34,399 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 33,165
Change-33,165 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 33,096
Change-33,096 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,637
Change-32,637 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32,383
Change-32,383 (-100%)
Value—
&partners
N/A
Shares— from 31,312
Change-31,312 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 30,542
Change-30,542 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 30,261
Change-30,261 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,087
Change-30,087 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 29,678
Change-29,678 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 29,512
Change-29,512 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 28,943
Change-28,943 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 28,638
Change-28,638 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 28,241
Change-28,241 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 27,744
Change-27,744 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 25,929
Change-25,929 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 25,835
Change-25,835 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 25,671
Change-25,671 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 25,473
Change-25,473 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 24,703
Change-24,703 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 24,621
Change-24,621 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,557
Change-24,557 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 24,036
Change-24,036 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,255
Change-23,255 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 22,934
Change-22,934 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 22,575
Change-22,575 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 22,411
Change-22,411 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 22,245
Change-22,245 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 21,721
Change-21,721 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,690
Change-21,690 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 21,096
Change-21,096 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 20,865
Change-20,865 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,784
Change-20,784 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 20,769
Change-20,769 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 19,708
Change-19,708 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 19,488
Change-19,488 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 19,257
Change-19,257 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 19,241
Change-19,241 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 18,723
Change-18,723 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,224
Change-18,224 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 17,968
Change-17,968 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 17,656
Change-17,656 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 17,546
Change-17,546 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,507
Change-16,507 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,313
Change-16,313 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 15,850
Change-15,850 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 15,722
Change-15,722 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 14,906
Change-14,906 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 14,472
Change-14,472 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,436
Change-14,436 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 13,074
Change-13,074 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,989
Change-12,989 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 12,877
Change-12,877 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,854
Change-11,854 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 11,404
Change-11,404 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,920
Change-10,920 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,820
Change-10,820 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,742
Change-9,742 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,270
Change-9,270 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,265
Change-9,265 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,709
Change-8,709 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,357
Change-8,357 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 668
Change-668 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 555
Change-555 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Rogco, LP
N/A
Shares— from 496
Change-496 (-100%)
Value—
S&T Bank
N/A
Shares— from 490
Change-490 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 486
Change-486 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 464
Change-464 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 377
Change-377 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 367
Change-367 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 217
Change-217 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 176
Change-176 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 144
Change-144 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 142
Change-142 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 138
Change-138 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
Municipal Employees' Retirement System of Michigan
UNCHANGED16,188,58616,188,58600%$429.0M$406.8K-$428.6M2026-11-06
Central Trust Co
INCREASED8,242,5078,151,700+90,807+1%$216.0M$207.1M-$8.9M2026-11-05
Quadratic Capital Management LLC
DECREASED6,960,9348,053,035-1,092,101-14%$213.4M$174.9M-$38.5M2026-10-13
Armstrong Advisory Group, Inc
INCREASED3,629,6753,527,518+102,157+3%$93.5M$91.2M-$2.3M2026-10-09
US Bancorp \de\
DECREASED3,395,8503,711,923-316,073-9%$98.4M$85.3M-$13.0M2026-11-05
Adventist Health System Sunbelt Healthcare Corp
DECREASED2,826,2002,961,382-135,182-5%$78.5M$71.0M-$7.5M2026-11-02
Bank of New York Mellon Corp
INCREASED2,552,7982,429,311+123,487+5%$64.4M$64.2M-$224.9K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED2,354,2352,323,341+30,894+1%$61.6M$59.2M-$2.4M2026-10-20
LifeGuide Financial Advisors, LLC
INCREASED2,256,3032,072,506+183,797+9%$54.9M$56.7M+$1.8M2026-10-20
Lutz Financial Services LLC
DECREASED2,254,7152,445,014-190,299-8%$64.8M$56.7M-$8.1M2026-11-06
Assetmark, Inc
INCREASED2,190,6892,072,918+117,771+6%$54.9M$55.1M+$119.7K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED2,168,4751,919,352+249,123+13%$50.0M$54.3M+$4.3M2026-10-13
Willow Creek Wealth Management Inc.
INCREASED2,109,0382,015,743+93,295+5%$53.4M$53.0M-$417.0K2026-10-26
LPL Financial LLC
INCREASED1,933,2721,658,178+275,094+17%$43.9M$48.6M+$4.6M2026-11-06
Diversified Enterprises, LLC
INCREASED1,874,5951,795,139+79,456+4%$47.6M$47.1M-$462.6K2026-10-19
Tortoise Investment Management, LLC
INCREASED1,760,522978,659+781,863+80%$25.9M$44.2M+$18.3M2026-11-06
Kohmann Bosshard Financial Services, LLC
INCREASED1,752,8681,664,512+88,356+5%$44.1M$44.0M-$60.0K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED1,743,7052,090,010-346,305-17%$55.4M$43.8M-$11.6M2026-10-21
Stephens Group Asset Management, LLC
INCREASED1,649,2651,500,238+149,027+10%$39.8M$41.4M+$1.7M2026-10-09
BlueSky Wealth Advisors, LLC
DECREASED1,602,0061,623,663-21,657-1%$43.0M$40.3M-$2.8M2026-10-29
Baldwin Wealth Partners LLC
NEW1,577,761—+1,577,761——$39.6M—2026-10-13
Financial Architects, LLC
DECREASED1,559,2151,567,285-8,070-1%$41.5M$39.2M-$2.3M2026-10-13
Russell Investments Group, Ltd.
INCREASED1,528,1841,528,182+20%$40.5M$38.4M-$2.1M2026-11-06
Stockman Wealth Management, Inc.
INCREASED1,463,03439,715+1,423,319+3584%$1.1M$36.8M+$35.7M2026-10-27
Matrix Trust Co
INCREASED1,379,9181,303,643+76,275+6%$34.5K$34.7K+$1302026-10-07
Creative Planning
DECREASED1,179,6691,300,206-120,537-9%$34.5M$29.6M-$4.8M2026-11-02
Altfest L J & Co Inc
INCREASED1,150,4001,108,301+42,099+4%$29.4M$28.9M-$460.4K2026-10-27
Prentice Wealth Management LLC
INCREASED1,122,6091,071,634+50,975+5%$28.4M$28.2M-$187.1K2026-10-20
Joseph Group Capital Management
INCREASED1,111,9321,045,552+66,380+6%$27.7M$27.9M+$235.7K2026-11-04
Avior Wealth Management, LLC
INCREASED1,082,9111,013,405+69,506+7%$26.9M$27.2M+$358.3K2026-10-13
Resonant Capital Advisors, LLC
INCREASED952,750101,548+851,202+838%$2.7M$23.9M+$21.3M2026-10-15
Citigroup Inc
INCREASED922,896899,338+23,558+3%$23.8M$23.2M-$640.1K2026-11-04
Seneca Financial Advisors LLC
DECREASED914,274998,768-84,494-8%$26.5M$23.0M-$3.5M2026-10-28
Savant Capital, LLC
DECREASED752,1771,092,235-340,058-31%$28.9M$18.9M-$10.0M2026-11-06
Fund Evaluation Group, LLC
UNCHANGED748,000748,00000%$19.8M$18.8M-$1.0M2026-11-05
Tandemgrowth Financial Advisors LLC
INCREASED732,994705,091+27,903+4%$18.7M$18.4M-$264.8K2026-11-05
Sage Financial Group Inc
INCREASED711,195656,690+54,505+8%$17.4M$17.9M+$470.0K2026-10-27
Prairiewood Capital, LLC
INCREASED677,870583,810+94,060+16%$15.5M$17.0M+$1.6M2026-10-16
ZynergyRetirementPlanningLLC
INCREASED677,791473,970+203,821+43%$12.6M$17.0M+$4.5M2026-10-08
Modera Wealth Management, LLC
DECREASED664,900695,863-30,963-4%$18.4M$16.7M-$1.7M2026-10-28
Carnegie Investment Counsel
INCREASED623,906623,683+223+0%$16.5M$15.7M-$848.8K2026-10-20
Farther Finance Advisors, LLC
INCREASED607,667374,596+233,071+62%$9.9M$15.3M+$5.3M2026-10-08
Fifth Third Bancorp
DECREASED593,899599,589-5,690-1%$15.9M$14.9M-$964.4K2026-11-05
Allen Capital Group, LLC
DECREASED584,015633,025-49,010-8%$16.8M$14.7M-$2.1M2026-10-27
McAdam, LLC
DECREASED572,620592,741-20,121-3%$15.7M$14.4M-$1.3M2026-10-21
Wealth Forward, LLC
INCREASED551,35625,936+525,420+2026%$687.3K$13.9M+$13.2M2026-10-14
Marotta Asset Management
DECREASED519,739534,371-14,632-3%$14.0M$13.1M-$960.9K2026-10-02
Grove Street Fiduciary, LLC
DECREASED509,575526,590-17,015-3%$14.0M$12.8M-$1.1M2026-10-13
Carolina Wealth Advisors, LLC
INCREASED478,973472,871+6,102+1%$12.5M$12.0M-$494.5K2026-10-23
Golden Bell Financial Planning LLC
INCREASED455,645429,976+25,669+6%$11.4M$11.5M+$56.0K2026-11-02
Altiora Financial Group, LLC
INCREASED446,564435,988+10,576+2%$11.6M$11.2M-$331.5K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED445,029424,543+20,486+5%$11.3M$11.2M-$66.8K2026-11-06
Wealthcare Capital Management LLC
INCREASED439,381432,020+7,361+2%$11.4M$11.0M-$406.9K2026-10-21
Robinswood Financial LLC
DECREASED438,734468,805-30,071-6%$12.4M$11.1M-$1.3M2026-10-20
Signal Advisors Wealth, LLC
INCREASED426,553406,222+20,331+5%$10.8M$10.7M-$45.6K2026-10-13
Westover Capital Advisors, LLC
DECREASED413,151418,819-5,668-1%$11.1M$10.4M-$716.2K2026-10-26
Frontier Asset Management, LLC
INCREASED407,157391,369+15,788+4%$10.4M$10.2M-$139.4K2026-10-28
Two West Capital Advisors LLC
INCREASED406,375383,217+23,158+6%$10.0M$10.2M+$176.2K2026-10-15
Bulwark Capital Corp
INCREASED397,882334,258+63,624+19%$8.9M$10.0M+$1.1M2026-10-13
Focus Financial Network, Inc.
INCREASED387,357368,427+18,930+5%$9.8M$9.7M-$29.1K2026-10-14
Summit Global Investments
INCREASED381,607349,362+32,245+9%$9.3M$9.6K-$9.2M2026-10-28
Peak Financial Management, Inc.
INCREASED380,735367,655+13,080+4%$9.7M$9.6M-$175.0K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED380,158333,367+46,791+14%$8.8M$9.6K-$8.8M2026-11-02
Vilga Financial Planning LLC
INCREASED373,311258,660+114,651+44%$6.9M$9.4M+$2.5M2026-10-09
Amicus Financial Advisors, LLC
INCREASED372,142344,759+27,383+8%$9.1M$9.4M+$215.8K2026-11-03
Truist Financial Corp
INCREASED370,367354,765+15,602+4%$9.4M$9.3M-$94.0K2026-10-30
GenTrust, LLC
INCREASED366,215310,845+55,370+18%$8.2M$9.2M+$965.6K2026-11-06
VCI Wealth Management LLC
DECREASED365,313388,909-23,596-6%$10.3M$9.2M-$1.1M2026-10-29
Bfsg, LLC
INCREASED364,154343,128+21,026+6%$9.1M$9.2M+$58.3K2026-10-30
Upper Left Wealth Management, LLC
INCREASED362,207170,701+191,506+112%$4.5M$9.1M+$4.6M2026-10-14
Arvest Investments, Inc.
INCREASED359,702339,269+20,433+6%$9.0M$9.0M+$48.7K2026-10-21
FC Advisory LLC
INCREASED348,469339,902+8,567+3%$9.0M$8.8M-$250.4K2026-10-05
Vise Technologies, Inc.
INCREASED344,506271,634+72,872+27%$7.2M$8.7M+$1.5M2026-10-29
Atria Investments, Inc
INCREASED339,398318,381+21,017+7%$8.4M$8.5M+$92.0K2026-10-15
MPS Loria Financial Planners, LLC
DECREASED337,886341,000-3,114-1%$9.0M$8.5M-$545.4K2026-10-14
Cambridge Capital Management, LLC
INCREASED318,787309,007+9,780+3%$8.2M$8.0M-$177.6K2026-10-19
Signet Investment Advisory Group, Inc.
DECREASED311,927312,810-8830%$8.3M$7.8M-$450.7K2026-10-30
Alpha Omega Wealth Management LLC
INCREASED308,262217,362+90,900+42%$5.8M$7.7M+$2.0M2026-10-23
Dorato Capital Management
INCREASED305,583270,159+35,424+13%$7.1M$7.7M+$593.0K2026-10-08
MBE Wealth Management, LLC
INCREASED301,603293,532+8,071+3%$7.8M$7.6M-$199.3K2026-10-26
Hughes Financial Services, LLC
NEW298,558—+298,558——$7.7M—2026-10-30
Citizens Financial Group Inc
INCREASED294,242246,337+47,905+19%$6.5M$7.4M+$866.4K2026-10-23
Greenspring Advisors, LLC
INCREASED274,395258,064+16,331+6%$6.8M$6.9M+$56.9K2026-11-05
Wealthcare Capital Partners, LLC
INCREASED260,886256,955+3,931+2%$6.8M$6.6M-$253.2K2026-10-21
Valmark Advisers, Inc.
INCREASED250,363236,754+13,609+6%$6.3M$6.3M+$17.6K2026-11-06
AMG National Trust Bank
INCREASED247,941226,715+21,226+9%$6.0M$6.2M+$222.8K2026-11-05
Procyon Advisors, LLC
DECREASED247,318250,174-2,856-1%$6.6M$6.2M-$414.5K2026-10-21
Hoxton Planning & Management, LLC
INCREASED244,484229,507+14,977+7%$6.1M$6.1M+$61.9K2026-10-15
Williams Financial, LLC
INCREASED239,109232,547+6,562+3%$6.2M$6.0M-$153.7K2026-10-19
D.A. Davidson & Co.
INCREASED232,356181,230+51,126+28%$4.8M$5.8M+$1.0M2026-10-28
Rebalance, LLC
INCREASED231,373217,193+14,180+7%$5.8M$5.8M+$58.8K2026-10-22
Anderson Hoagland & Co
INCREASED224,851152,263+72,588+48%$4.0M$5.8M+$1.7M2026-10-23
Charles Schwab Trust Co
DECREASED224,207272,663-48,456-18%$7.2M$5.6M-$1.6M2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED207,431215,543-8,112-4%$5.7M$5.2M-$499.1K2026-10-14
Curbstone Financial Management Corp
DECREASED206,370206,870-5000%$5.5M$5.2M-$296.0K2026-10-21
Aviance Capital Partners, LLC
INCREASED205,325194,939+10,386+5%$5.2M$5.2M-$6.1K2026-10-29
Horizon Financial Services, LLC
INCREASED194,607188,009+6,598+4%$5.0M$4.9M-$91.8K2026-11-04
First Heartland Consultants, Inc.
INCREASED192,566178,440+14,126+8%$4.7M$4.8M+$110.5K2026-10-08
Kings Path Partners LLC
INCREASED191,620179,141+12,479+7%$4.7M$4.8M+$68.2K2026-10-21
M Wealth Management, LLC
DECREASED190,306203,863-13,557-7%$5.4M$4.8M-$620.0K2026-10-14
Thrivent Financial for Lutherans
DECREASED188,594231,348-42,754-18%$6.1M$4.7K-$6.1M2026-11-05
Phillips Financial Management, LLC
INCREASED185,999140,168+45,831+33%$3.7M$4.7M+$959.7K2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED181,951207,460-25,509-12%$5.5M$4.6M-$925.3K2026-11-03
VestGen Advisors, LLC
INCREASED180,51896,302+84,216+87%$2.6M$4.5M+$2.0M2026-10-27
Decker Retirement Planning Inc.
INCREASED177,848172,963+4,885+3%$4.6M$4.5M-$114.2K2026-10-19
First Security Investment Management, Inc.
INCREASED175,403167,507+7,896+5%$4.4M$4.4M-$31.0K2026-11-05
PNC Financial Services Group, Inc.
INCREASED170,117155,689+14,428+9%$4.1M$4.3M+$149.3K2026-11-06
Fifth Third Securities, Inc.
INCREASED170,106168,353+1,753+1%$4.5M$4.3M-$186.6K2026-10-21
Sagace Wealth Management LLC
DECREASED168,534182,285-13,751-8%$4.8M$4.2M-$595.3K2026-10-28
Columbus Macro, LLC
DECREASED163,025181,199-18,174-10%$4.8M$4.1M-$704.9K2026-10-14
Abbington Investment Group
INCREASED161,545159,941+1,604+1%$4.2M$4.1M-$178.8K2026-11-03
Pictet Asset Management Holding SA
DECREASED161,0001,452,500-1,291,500-89%$38.5M$4.0M-$34.4M2026-11-03
RHS Financial, LLC
DECREASED157,814170,680-12,866-8%$4.5M$4.0M-$557.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED156,92595,921+61,004+64%$2.5M$3.9M+$1.4M2026-11-02
Iron Financial LLC
INCREASED156,858155,075+1,783+1%$4.1M$3.9M-$167.6K2026-10-23
FSA Investment Group, LLC
INCREASED156,18945,023+111,166+247%$1.2M$3.9M+$2.7M2026-10-07
Cranbrook Wealth Management, LLC
NEW153,733—+153,733——$3.9M—2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED151,362150,935+427+0%$4.0M$3.8M-$196.0K2026-10-22
Perigon Wealth Management, LLC
INCREASED142,615139,605+3,010+2%$3.7M$3.6M-$115.6K2026-10-22
Verde Capital Management
DECREASED136,358169,442-33,084-20%$4.5M$3.4M-$1.1M2026-10-28
Csenge Advisory Group
DECREASED136,285142,198-5,913-4%$3.8M$3.4M-$343.4K2026-11-04
Commonwealth Equity Services, LLC
INCREASED131,46164,977+66,484+102%$1.7M$3.3M+$1.6M2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED130,534128,855+1,679+1%$3.4M$3.3M-$134.3K2026-11-03
BIP Wealth, LLC
INCREASED130,413118,940+11,473+10%$3.2M$3.3M+$125.4K2026-10-22
K2 Financial Inc.
INCREASED130,409123,621+6,788+5%$3.3M$3.3M+$36.4K2026-10-26
RCS Financial Planning, LLC
INCREASED129,6077,601+122,006+1605%$201.4K$3.3M+$3.1M2026-10-14
Private Client Services, LLC
DECREASED129,481131,389-1,908-1%$3.5M$3.3M-$227.9K2026-10-02
Maltin Wealth Management, Inc.
INCREASED127,106120,991+6,115+5%$3.2M$3.2M-$12.1K2026-10-13
Baker Ellis Asset Management LLC
INCREASED125,180120,980+4,200+3%$3.2M$3.1M-$60.2K2026-10-14
Eagle Bay Advisors LLC
INCREASED119,644105,546+14,098+13%$2.8M$3.0M+$209.7K2026-10-16
Curran Financial Partners, LLC
DECREASED118,115123,738-5,623-5%$3.3M$3.0M-$310.8K2026-11-04
Summit Financial Strategies, Inc.
DECREASED117,432120,481-3,049-3%$3.2M$3.0M-$241.7K2026-10-14
Merit Financial Group, LLC
INCREASED115,818114,910+908+1%$3.0M$2.9M-$134.6K2026-11-06
Patten Group, Inc.
DECREASED113,545120,699-7,154-6%$3.2M$2.9M-$345.1K2026-10-26
Lodestar Private Asset Management LLC
DECREASED109,029129,504-20,475-16%$3.4M$2.7M-$692.0K2026-10-26
Websterrogers Financial Advisors, LLC
INCREASED108,45149,090+59,361+121%$1.3M$2.7M+$1.4M2026-11-02
Aletheian Wealth Advisors LLC
INCREASED104,49190,263+14,228+16%$2.4M$2.6M+$233.9K2026-10-08
Washington Trust Advisors, Inc.
DECREASED101,596101,696-1000%$2.7M$2.6M-$141.8K2026-10-22
Freedom Financial Partners LLC
INCREASED100,87598,101+2,774+3%$2.6M$2.5M-$64.7K2026-10-19
Seed Wealth Management, Inc.
DECREASED100,760159,565-58,805-37%$4.2M$2.5M-$1.7M2026-10-20
White Lighthouse Investment Management Inc.
INCREASED100,54499,176+1,368+1%$2.6M$2.5M-$101.5K2026-10-21
Revisor Wealth Management LLC
INCREASED99,96497,478+2,486+3%$2.6M$2.5M-$42.0K2026-10-20
Ridgewood Investments LLC
INCREASED99,93340,717+59,216+145%$1.1M$2.5M+$1.4M2026-10-05
1620 Investment Advisors, Inc.
INCREASED99,53392,062+7,471+8%$2.4M$2.5M+$61.6K2026-11-04
Tran Capital Management, L.P.
DECREASED99,31999,399-800%$2.6M$2.5M-$138.2K2026-10-19
Lord & Richards Wealth Management, LLC
DECREASED99,127114,213-15,086-13%$3.0M$2.5M-$535.6K2026-10-14
Exchange Traded Concepts, LLC
UNCHANGED99,09899,09800%$2.6M$2.5M-$135.8K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED93,627100,817-7,190-7%$2.7M$2.4M-$318.8K2026-11-05
Washington Trust Co
DECREASED92,46393,283-820-1%$2.5M$2.3M-$148.4K2026-10-22
Simplicity Wealth,LLC
INCREASED92,06588,991+3,074+3%$2.4M$2.3M-$44.7K2026-10-23
IFC & Insurance Marketing, Inc.
INCREASED91,26384,565+6,698+8%$2.2M$2.3M+$54.4K2026-10-16
Veracity Capital LLC
INCREASED87,99081,100+6,890+9%$2.1M$2.2M+$62.1K2026-10-08
PFC Capital Group, Inc.
INCREASED87,23584,954+2,281+3%$2.3M$2.2M-$58.8K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED87,18173,046+14,135+19%$1.9M$2.2M+$255.1K2026-10-21
L.K. Benson & Company, P.C.
INCREASED84,72344,662+40,061+90%$1.2M$2.1M+$945.5K2026-10-23
Equity Investment Corp
NEW84,500—+84,500——$2.1M—2026-11-04
United Advisor Group, LLC
INCREASED81,85778,609+3,248+4%$2.1M$2.1M-$26.1K2026-11-03
Lido Advisors, LLC
INCREASED80,60822,937+57,671+251%$607.8K$2.0M+$1.4M2026-11-04
Arcataur Capital Management LLC
DECREASED79,81780,942-1,125-1%$2.1M$2.0M-$139.2K2026-10-21
Valpey Financial Services, LLC
INCREASED79,51276,217+3,295+4%$2.0M$2.0M-$21.6K2026-10-30
Physician Wealth Solutions Inc.
INCREASED79,16472,007+7,157+10%$1.9M$2.0M+$81.2K2026-10-14
Islay Capital Management, LLC
INCREASED78,00028,000+50,000+179%$742.0K$2.0M+$1.2M2026-10-20
Dynamic Advisor Solutions LLC
INCREASED77,88174,508+3,373+5%$2.0M$2.0M-$17.3K2026-10-13
Hengehold Capital Management LLC
INCREASED77,14675,838+1,308+2%$2.0M$1.9M-$71.0K2026-10-16
Birch Financial Group, LLC
INCREASED76,26072,847+3,413+5%$1.9M$1.9M-$14.0K2026-10-27
Councilor Wealth, LLC
NEW75,588—+75,588——$1.9M—2026-10-09
Archvest Wealth Advisors, Inc.
INCREASED75,07273,790+1,282+2%$2.0M$1.9M-$68.9K2026-10-29
Financial Freedom, LLC
INCREASED74,23473,385+849+1%$1.9M$1.9M-$79.2K2026-11-06
McLean Asset Management Corp
DECREASED74,22477,362-3,138-4%$2.0M$1.9M-$119.7K2026-11-06
Veratis Advisors, Inc.
DECREASED69,70770,531-824-1%$1.9M$1.8M-$117.3K2026-11-03
Hyposwiss Advisors SA
INCREASED64,49163,736+755+1%$1.7M$1.6M-$68.3K2026-10-26
Bauman Advisory Group, LLC
DECREASED63,86065,870-2,010-3%$1.7M$1.6M-$140.8K2026-10-29
SigFig Wealth Management, LLC
DECREASED63,22463,295-710%$1.7M$1.6M-$94.8K2026-10-07
Duff & Phelps Investment Management Co
UNCHANGED63,02063,02000%$1.7M$1.6M-$86.3K2026-11-06
Austin Wealth Management, LLC
INCREASED62,68160,984+1,697+3%$1.6M$1.6M-$21.9K2026-11-06
Cushing Capital Partners, LLC
INCREASED62,50157,166+5,335+9%$1.5M$1.6M+$55.8K2026-10-20
Fischer Financial Services, Inc.
UNCHANGED62,23562,23500%$1.6M$1.6M-$85.3K2026-10-30
Arkansas Financial Group, Inc.
INCREASED59,71359,649+64+0%$1.6M$1.5M-$80.1K2026-10-26
Fulton Breakefield Broenniman LLC
INCREASED59,51359,279+234+0%$1.6M$1.5M-$75.3K2026-11-03
Breakwater Investment Management
DECREASED58,94066,492-7,552-11%$1.8M$1.5M-$280.9K2026-10-20
Choreo, LLC
DECREASED58,728437,820-379,092-87%$11.6M$1.5M-$10.1M2026-10-28
Accelerate Investment Advisors LLC
INCREASED57,64353,387+4,256+8%$1.4M$1.4M+$33.8K2026-11-02
First Merchants Corp
INCREASED57,24230,432+26,810+88%$806.4K$1.4M+$632.0K2026-10-15
Lederer & Associates Investment Counsel
UNCHANGED57,13057,13000%$1.5K$1.4K-$782026-10-23
Old Port Advisors
NEW56,738—+56,738——$1.4M—2026-10-23
SWS Partners
INCREASED56,51853,146+3,372+6%$1.4M$1.4M+$11.9K2026-10-26
Braun-Bostich & Associates Inc.
DECREASED56,03567,772-11,737-17%$1.8M$1.4M-$387.8K2026-10-20
Virtue Capital Management, LLC
DECREASED55,58360,370-4,787-8%$1.6M$1.4M-$203.0K2026-10-29
Blue Fin Capital, Inc.
DECREASED55,52956,699-1,170-2%$1.5M$1.4M-$107.1K2026-10-28
Soltis Investment Advisors LLC
INCREASED54,29751,917+2,380+5%$1.4M$1.4M-$11.3K2026-10-28
Horizons Wealth Management
NEW51,497—+51,497——$1.3M—2026-10-05
Pine Haven Investment Counsel, Inc
INCREASED51,20847,757+3,451+7%$1.3M$1.3M+$21.3K2026-11-02
Kingdom Financial Group Llc.
INCREASED49,31035,038+14,272+41%$928.5K$1.2M+$310.7K2026-11-04
Creative Financial Designs Inc
INCREASED48,77846,612+2,166+5%$1.2M$1.2M-$9.4K2026-11-04
High Note Wealth, LLC
DECREASED48,72050,046-1,326-3%$1.3M$1.2M-$101.9K2026-10-27
FAI Advisors, Inc.
INCREASED48,20646,756+1,450+3%$1.2M$1.2M-$27.6K2026-10-27
Bedel Financial Consulting, Inc.
NEW47,797—+47,797——$1.2M—2026-11-06
TrueWealth Advisors, LLC
DECREASED46,62747,262-635-1%$1.3M$1.2M-$80.7K2026-10-09
Western Reserve Capital Management, LLC
INCREASED44,58437,668+6,916+18%$998.2K$1.1M+$122.2K2026-10-14
Bigelow Investment Advisors, LLC
DECREASED44,54345,229-686-2%$1.2M$1.1M-$79.2K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED44,28442,840+1,444+3%$1.1M$1.1M-$22.4K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED43,78545,154-1,369-3%$1.2M$1.1M-$96.3K2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED41,43041,43000%$1.1M$1.0M-$56.8K2026-10-15
Leeward Financial Partners, LLC
UNCHANGED41,38041,38000%$1.1M$1.0M-$56.7K2026-10-23
IFP Advisors, Inc
INCREASED40,61230,670+9,942+32%$812.8K$1.0M+$207.8K2026-10-16
Clear Investment Research, LLC
INCREASED38,69936,667+2,032+6%$971.7K$972.5K+$8292026-11-06
EverSource Wealth Advisors, LLC
DECREASED37,13238,425-1,293-3%$1.0M$933.1K-$85.1K2026-11-04
Pinkerton Wealth, LLC
INCREASED36,93836,668+270+1%$975.7K$928.2K-$47.5K2026-10-29
Sigma Planning Corp
INCREASED36,67917,259+19,420+113%$457.4K$921.7K+$464.4K2026-10-23
Stash Investments, LLC
INCREASED36,47412,829+23,645+184%$340.0K$916.6K+$576.6K2026-10-26
Diversify Advisory Services, LLC
INCREASED35,96934,933+1,036+3%$910.0K$913.2K+$3.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED35,96934,933+1,036+3%$910.0K$913.2K+$3.2K2026-10-20
Sherman Asset Management, Inc.
INCREASED35,82335,803+20+0%$948.8K$900.2K-$48.5K2026-11-05
LongView Wealth Management
INCREASED35,75530,204+5,551+18%$800.4K$898.5K+$98.1K2026-10-19
Omni 360 Wealth, Inc.
INCREASED35,26734,046+1,221+4%$902.2K$886.3K-$16.0K2026-10-13
True Freedom Investing, LLC
INCREASED34,80434,649+155+0%$922.0K$874.6K-$47.4K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED33,96130,710+3,251+11%$816.9K$853.4K+$36.5K2026-10-13
Arta Finance Wealth Management LLC
INCREASED33,16729,783+3,384+11%$782.7K$831.6K+$49.0K2026-10-28
UMB Bank, n.a.
INCREASED33,15032,919+231+1%$872.4K$833.1K-$39.3K2026-11-06
Citizens National Bank Trust Department
INCREASED32,94932,344+605+2%$857.1K$828.0K-$29.1K2026-11-04
Friedenthal Financial
INCREASED32,59031,527+1,063+3%$835.5K$819.0K-$16.5K2026-10-27
Granville Capital, Inc.
INCREASED32,21630,889+1,327+4%$818.6K$809.6K-$9.0K2026-11-05
Asset Allocation Strategies LLC
INCREASED31,72728,878+2,849+10%$765.3K$797.3K+$32.0K2026-10-20
Allstreet Capital Advisors LLC
DECREASED31,57734,557-2,980-9%$915.7K$793.5K-$122.2K2026-11-04
Krilogy Financial LLC
INCREASED31,11621,440+9,676+45%$568.2K$784.4K+$216.3K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED30,93517,937+12,998+72%$475.3K$777.4K+$302.1K2026-10-16
Brookstone Capital Management
DECREASED30,84133,851-3,010-9%$897.1K$775.0K-$122.0K2026-10-22
HB Wealth Management, LLC
INCREASED30,75115,375+15,376+100%$407.4K$772.8K+$365.3K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED30,57929,550+1,029+3%$783.1K$769.1K-$14.0K2026-10-30
Concord Wealth Partners
INCREASED29,3174,143+25,174+608%$109.8K$736.7K+$627.0K2026-11-02
Opus Financial Solutions LLC
INCREASED29,15128,236+915+3%$748.3K$732.6K-$15.7K2026-11-06
Essential Partners LLC
INCREASED29,07728,862+215+1%$764.8K$730.7K-$34.1K2026-10-14
Chapman Financial Group, LLC
DECREASED28,45029,450-1,000-3%$780.4K$714.9K-$65.5K2026-10-26
Prudent Man Advisors, LLC
DECREASED27,96427,971-70%$741.4K$702.7K-$38.6K2026-11-03
Key Capital Management, Inc
INCREASED27,96119,121+8,840+46%$506.7K$702.7K+$196.0K2026-11-03
Fermata Advisors, LLC
NEW27,694—+27,694——$696.0K—2026-10-13
Howard Bailey Securities, LLC
INCREASED27,57019,498+8,072+41%$516.7K$692.8K+$176.1K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED27,25710,128+17,129+169%$268.4K$685.0K+$416.6K2026-10-07
Integrity Advisory Solutions, LLC
INCREASED26,73623,141+3,595+16%$613.3K$671.9K+$58.6K2026-10-29
Keeler Thomas Management LLC
NEW26,579—+26,579——$667.9K—2026-10-29
LifeGoal Investments, LLC
INCREASED26,45213,926+12,526+90%$369.1K$664.7K+$295.7K2026-10-09
Vista Capital Partners, Inc.
DECREASED26,20926,611-402-2%$705.2K$658.6K-$46.6K2026-11-06
Nations Financial Group Inc,
INCREASED25,83925,475+364+1%$675.1K$649.4K-$25.7K2026-11-05
Latitude Advisors, LLC
INCREASED25,30217,813+7,489+42%$472.0K$635.8K+$163.8K2026-10-27
Boomfish Wealth Group, LLC
INCREASED25,07818,826+6,252+33%$498.9K$630.2K+$131.3K2026-10-22
Plancorp, LLC
INCREASED24,77324,714+59+0%$647.0K$637.7K-$9.4K2026-11-03
Quartz Partners, LLC
NEW24,744—+24,744——$621.8K—2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED24,19625,974-1,778-7%$688.3K$608.0K-$80.3K2026-10-30
WT Wealth Management
INCREASED23,97021,379+2,591+12%$566.5K$602.4K+$35.8K2026-10-13
Skyline Advisors, Inc.
DECREASED23,79931,528-7,729-25%$835.5K$598.1K-$237.4K2026-11-03
Myecfo, LLC
DECREASED23,52824,668-1,140-5%$653.7K$591.3K-$62.4K2026-10-14
Cambridge Advisors Inc.
INCREASED23,25523,241+14+0%$615.9K$584.4K-$31.5K2026-10-19
Montag A & Associates Inc
NEW22,517—+22,517——$565.9K—2026-10-29
Stewardship Advisors, LLC
INCREASED22,43220,921+1,511+7%$554.4K$563.7K+$9.3K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED21,8818,302+13,579+164%$220.0K$549.9K+$329.9K2026-10-08
Aspetuck Financial Management LLC
INCREASED21,65016,850+4,800+28%$446.5K$544.1K+$97.5K2026-11-04
Covestor Ltd
INCREASED21,64720,812+835+4%$552.0K$544-$551.5K2026-10-30
Compass Financial Management LLC
DECREASED21,59122,966-1,375-6%$608.6K$542.6K-$66.0K2026-10-30
Park Avenue Securities LLC
INCREASED21,41419,061+2,353+12%$505.0K$538-$504.5K2026-10-26
Shearwater Capital LLC
UNCHANGED21,29021,29000%$564.2K$535.0K-$29.2K2026-10-13
Evolution Advisers, Inc.
INCREASED21,16410,474+10,690+102%$277.0K$534.8K+$257.8K2026-11-06
Montgomery Financial Services LLC
INCREASED21,07814,476+6,602+46%$383.6K$529.7K+$146.1K2026-11-03
Ares Financial Consulting, LLC
INCREASED20,97720,654+323+2%$547.3K$527.1K-$20.2K2026-10-19
Graetz Wealth LLC
INCREASED20,61519,963+652+3%$529.0K$518.1K-$11.0K2026-10-27
PFG Advisors
INCREASED20,5738,118+12,455+153%$215.1K$517.0K+$301.9K2026-10-16
Brighton Jones LLC
INCREASED20,53618,282+2,254+12%$484.5K$516.1K+$31.6K2026-11-03
DMC Group, LLC
DECREASED20,36423,062-2,698-12%$611.1K$511.7K-$99.4K2026-10-26
Moors & Cabot, Inc.
INCREASED20,28419,382+902+5%$513.6K$509.7K-$3.9K2026-11-06
Visionary Wealth Advisors
INCREASED20,21819,795+423+2%$524.6K$508.1K-$16.5K2026-11-04
Gradient Capital Advisors, LLC
DECREASED20,05320,727-674-3%$549.3K$503.9K-$45.3K2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED19,95117,015+2,936+17%$450.9K$501.4K+$50.5K2026-11-02
Mcdonald Partners LLC
INCREASED19,79818,676+1,122+6%$494.9K$497.5K+$2.6K2026-11-03
Ascentis Independent Advisors
INCREASED19,651591+19,060+3225%$15.7K$493.9K+$478.2K2026-11-03
LifeWealth Investments, LLC
INCREASED19,44717,889+1,558+9%$474.0K$488.7K+$14.7K2026-10-21
Patriot Investment Management Group, Inc.
INCREASED19,02318,723+300+2%$496.2K$478.0K-$18.1K2026-10-15
Aspiriant, LLC
NEW18,880—+18,880——$474.5K—2026-10-16
Lynx Investment Advisory
INCREASED18,66517,288+1,377+8%$458.1K$469.0K+$10.9K2026-10-27
Integrated Advisors Network LLC
INCREASED17,88816,007+1,881+12%$424.2K$449.5K+$25.3K2026-10-20
Barrett & Company, Inc.
UNCHANGED17,88217,88200%$473.9K$449.4K-$24.5K2026-10-22
Rakuten Investment Management, Inc.
INCREASED17,77415,853+1,921+12%$421.7K$447.0K+$25.3K2026-10-30
Kondo Wealth Advisors, Inc.
INCREASED17,64815,356+2,292+15%$407.0K$443.5K+$36.6K2026-10-19
WealthPlan Investment Management, LLC
DECREASED17,10118,273-1,172-6%$484.2K$429.7K-$54.5K2026-10-15
M Holdings Securities, Inc.
NEW17,004—+17,004——$428—2026-11-03
Root Financial Partners, LLC
NEW16,504—+16,504——$414.7K—2026-10-21
Entrewealth, LLC
INCREASED16,45613,478+2,978+22%$349.2K$413.5K+$64.3K2026-10-14
Allworth Financial LP
INCREASED16,03316,011+22+0%$424.3K$424.9K+$5832026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED16,02020,330-4,310-21%$538.7K$402.6K-$136.2K2026-10-27
CoreCap Advisors, LLC
INCREASED15,99612,465+3,531+28%$330.3K$402.0K+$71.7K2026-10-08
Inlight Wealth Management, LLC
INCREASED15,87613,780+2,096+15%$365.2K$399.0K+$33.8K2026-10-21
Mengis Capital Management, Inc.
NEW15,852—+15,852——$398.4K—2026-10-13
Farrell Financial LLC
DECREASED15,78617,327-1,541-9%$459.2K$396.7K-$62.5K2026-10-16
Liberty Capital Management, Inc.
UNCHANGED15,75215,75200%$417.4K$395.8K-$21.6K2026-11-02
North Forty Two & Co.
UNCHANGED15,58215,58200%$412.9K$391.6K-$21.3K2026-10-19
TD Private Client Wealth LLC
DECREASED15,53516,996-1,461-9%$450.4K$390.4K-$60.0K2026-10-28
Independent Financial Group, LLC
NEW15,407—+15,407——$387.2K—2026-10-13
Kwmg, LLC
DECREASED15,40415,413-90%$408.4K$387.1K-$21.3K2026-10-07
Verdence Capital Advisors LLC
INCREASED15,36811,279+4,089+36%$298.9K$386.2K+$87.3K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED15,28826,258-10,970-42%$695.8K$384.2K-$311.7K2026-10-21
Affinity Capital Advisors, LLC
DECREASED15,20915,345-136-1%$403.6K$383.0K-$20.6K2026-10-13
Downshift Financial, LLC
DECREASED15,16915,174-50%$402.1K$381.2K-$20.9K2026-10-13
Claro Advisors Inc.
INCREASED14,8428,040+6,802+85%$213.1K$373.0K+$159.9K2026-11-02
Surience Private Wealth LLC
INCREASED14,68014,261+419+3%$377.9K$368.9K-$9.0K2026-10-16
Strategic Blueprint, LLC
INCREASED14,62711,547+3,080+27%$306.0K$367.6K+$61.6K2026-10-22
LexAurum Advisors, LLC
NEW14,376—+14,376——$361.3K—2026-10-19
Facet Wealth, Inc.
INCREASED13,87611,213+2,663+24%$297.1K$348.7K+$51.6K2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED13,84314,173-330-2%$371.8K$348.8K-$22.9K2026-10-13
NBT Bank, N.A.
UNCHANGED13,55613,55600%$359.2K$340.7K-$18.6K2026-10-21
Larson Financial Group LLC
INCREASED13,4347,389+6,045+82%$195.8K$337.6K+$141.8K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED13,27513,096+179+1%$347.0K$333.6K-$13.4K2026-10-26
Integrity Alliance, Llc.
DECREASED13,21013,604-394-3%$360.5K$332.0K-$28.5K2026-10-29
Trust Co
NEW13,175—+13,175——$331.1K—2026-10-09
IVC Wealth Advisors LLC
INCREASED12,89412,720+174+1%$337.1K$324.0K-$13.1K2026-10-23
Inman Jager Wealth Management, LLC
INCREASED12,81410,807+2,007+19%$286.4K$322.0K+$35.6K2026-11-05
Apollon Wealth Management, LLC
INCREASED12,75911,817+942+8%$313.2K$320.6K+$7.5K2026-10-23
Breakwater Capital Group
NEW12,582—+12,582——$316.2K—2026-10-09
Blume Capital Management, Inc.
UNCHANGED12,50012,50000%$331.3K$314.1K-$17.1K2026-10-26
Rossby Financial, LCC
INCREASED12,44011,401+1,039+9%$302.1K$312.6K+$10.5K2026-11-05
Hippocratic Financial Advisors, LLC
UNCHANGED12,37612,37600%$328.0K$311.0K-$17.0K2026-10-13
Canandaigua National Bank & Trust Co
INCREASED12,34412,284+60+0%$325.5K$310.2K-$15.3K2026-10-07
NWF Advisory Services Inc.
NEW12,252—+12,252——$307.9K—2026-10-19
Avant Financial Advisors LLC
UNCHANGED12,12312,12300%$321.3K$304.7K-$16.6K2026-11-02
Tempus Wealth Planning, LLC
UNCHANGED12,07612,07600%$320.0K$303.5K-$16.5K2026-10-14
Greenleaf Trust
UNCHANGED12,00012,00000%$318.0K$301.6K-$16.4K2026-10-29
Opal Wealth Advisors, LLC
INCREASED11,94910,828+1,121+10%$286.9K$300.3K+$13.4K2026-10-16
International Private Wealth Advisors LLC
INCREASED11,93611,701+235+2%$310.1K$299.9K-$10.1K2026-11-05
Mather Group, Llc.
INCREASED11,85439+11,815+30295%$1.0K$297.9K+$296.9K2026-10-14
Kesler, Norman & Wride, LLC
INCREASED11,73211,350+382+3%$300.8K$294.8K-$5.9K2026-11-06
Carter Financial Group, Inc.
INCREASED11,67311,102+571+5%$294.2K$293.3K-$8622026-10-21
Center For Asset Management LLC
DECREASED11,59029,614-18,024-61%$784.8K$291.3K-$493.6K2026-10-16
SRH Advisors, LLC
DECREASED11,46012,300-840-7%$326.0K$288.0K-$38.0K2026-10-22
Spire Wealth Management
INCREASED11,44910,460+989+9%$277.2K$287.7K+$10.5K2026-10-30
Brewster Financial Planning LLC
INCREASED11,26410,492+772+7%$278.0K$283.1K+$5.0K2026-10-13
CWC Advisors, Llc.
DECREASED11,25311,590-337-3%$307.1K$282.8K-$24.3K2026-10-15
Valley Forge Investment Consultants Inc ADV
NEW11,167—+11,167——$280.6K—2026-11-03
Rinkey Investments
DECREASED10,95825,252-14,294-57%$669.2K$275.4K-$393.8K2026-10-28
Parkside Financial Bank & Trust
INCREASED10,82210,146+676+7%$268.9K$272.0K+$3.1K2026-10-27
Level Four Advisory Services, LLC
NEW10,616—+10,616——$266.8K—2026-11-06
Cornerstone Advisors Asset Management, LLC
INCREASED10,58910,383+206+2%$275.1K$266.1K-$9.0K2026-11-06
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED10,5519,840+711+7%$260.8K$265.1K+$4.4K2026-10-29
Ascent Group, LLC
DECREASED10,53512,056-1,521-13%$319.5K$264.7K-$54.7K2026-10-30
StoneX Group Inc.
NEW10,306—+10,306——$259.0K—2026-11-03
Guardian Financial Partners, LLC
DECREASED10,24815,881-5,633-35%$420.8K$257.5K-$163.3K2026-11-04
First Horizon Corp
INCREASED10,1033,766+6,337+168%$99.8K$253.9K+$154.1K2026-10-26
Apella Capital, LLC
DECREASED10,09618,675-8,579-46%$490.0K$253.7K-$236.3K2026-10-08
Powell Investment Advisors, LLC
INCREASED10,0129,817+195+2%$260.1K$251.6K-$8.5K2026-10-22
Independent Wealth Network Inc.
INCREASED9,8009,488+312+3%$251.4K$246.3K-$5.1K2026-10-19
Trust Point Inc.
INCREASED9,7878,651+1,136+13%$229.3K$245.9K+$16.7K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED9,76410,229-465-5%$271.1K$245.4K-$25.7K2026-11-05
Capital Investment Advisors, LLC
DECREASED9,7389,888-150-2%$262.0K$244.7K-$17.3K2026-10-22
Compass Ion Advisors, LLC
DECREASED9,72910,226-497-5%$271.0K$244.5K-$26.5K2026-10-23
Hardin Capital Partners, LLC
DECREASED9,69610,195-499-5%$270.6K$243.7K-$27.0K2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED9,51012,080-2,570-21%$320.1K$239.0K-$81.1K2026-11-02
Global Wealth Management Investment Advisory, Inc.
INCREASED9,4798,505+974+11%$225.4K$238.2K+$12.8K2026-11-04
Koshinski Asset Management, Inc.
INCREASED9,4339,202+231+3%$243.8K$237.1K-$6.8K2026-10-29
Salem Investment Counselors Inc
INCREASED9,4191,214+8,205+676%$32.2K$236.7K+$204.5K2026-10-13
Pacific Capital Wealth Advisors, Inc.
DECREASED9,41631,058-21,642-70%$823.0K$236.6K-$586.4K2026-10-22
Sound Stewardship, LLC
INCREASED9,3819,245+136+1%$245.0K$235.7K-$9.2K2026-10-14
Alhambra Investment Management LLC
UNCHANGED9,2829,28200%$246.0K$233.3K-$12.7K2026-10-15
Fruth Investment Management
UNCHANGED9,0009,00000%$238$226-$122026-10-13
Sowell Financial Services LLC
INCREASED8,8098,093+716+9%$214.5K$221.4K+$6.9K2026-10-23
Asset One Wealth Management LLC
DECREASED8,77812,031-3,253-27%$315.3K$220.6K-$94.7K2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW8,761—+8,761——$220.2K—2026-10-16
Trademark Financial Management, LLC
DECREASED8,4308,531-101-1%$226.1K$211.8K-$14.2K2026-10-23
Wedmont Private Capital
INCREASED8,3528,351+1+0%$219.1K$210.5K-$8.6K2026-10-09
Windsor Capital Management, LLC
NEW8,320—+8,320——$209.1K—2026-10-13
Northland Capital Management LLC
NEW8,315—+8,315——$209.0K—2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED8,2008,20000%$217.3K$206.1K-$11.2K2026-11-05
Private Advisory Group LLC
NEW8,059—+8,059——$202.5K—2026-11-06
Tilia Fiduciary Partners, Inc.
DECREASED8,0158,213-198-2%$217.7K$201.4K-$16.2K2026-10-09
Greenfield Seitz Capital Management, LLC
DECREASED8,0028,302-300-4%$220.0K$201.1K-$18.9K2026-10-29
Richardson Financial Services Inc.
INCREASED7,7567,104+652+9%$188.3K$194.9K+$6.6K2026-10-30
First Premier Bank
NEW7,546—+7,546——$190—2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED7,0356,903+132+2%$182.9K$176.8K-$6.1K2026-10-28
Dynamic Wealth Strategies, LLC
NEW6,701—+6,701——$168.4K—2026-10-16
GK Wealth Management LLC
NEW6,361—+6,361——$159.8K—2026-10-09
Raleigh Capital Management Inc.
INCREASED6,2794,940+1,339+27%$130.9K$157.8K+$26.9K2026-10-28
WPG Advisers, LLC
INCREASED5,9615,719+242+4%$151.6K$149.8K-$1.8K2026-10-27
MTM Investment Management, LLC
INCREASED5,4781,569+3,909+249%$41.6K$137.7K+$96.1K2026-10-30
Parallel Advisors, LLC
INCREASED5,0903,756+1,334+36%$99.6K$127.9K+$28.4K2026-11-03
Three Bridge Wealth Advisors, LLC
NEW5,019—+5,019——$126.1K—2026-11-05
Private Trust Co NA
INCREASED4,9924,213+779+18%$111.6K$125.4K+$13.8K2026-10-20
KFG LLC
NEW4,697—+4,697——$118.0K—2026-11-02
City Holding Co
UNCHANGED4,6004,60000%$121.9K$115.6K-$6.3K2026-10-19
Fairscale Capital, LLC
UNCHANGED4,0004,00000%$106.0K$103.0K-$3.0K2026-11-04
Birchbrook, Inc.
UNCHANGED3,6323,63200%$96.2K$91.3K-$5.0K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED3,4933,420+73+2%$90.6K$87.8K-$2.9K2026-10-20
Ascentis Wealth Management, LLC
NEW3,197—+3,197——$80.3K—2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED3,1882,217+971+44%$58.8K$80.1K+$21.4K2026-11-02
Lloyd Advisory Services, Llc.
INCREASED2,6212,044+577+28%$54.2K$65.9K+$11.7K2026-11-02
Silver Grove Financial Group, Inc.
DECREASED2,5113,576-1,065-30%$94.8K$63.1K-$31.7K2026-11-05
Cape Investment Advisory, Inc.
INCREASED2,4972,110+387+18%$55.9K$62.8K+$6.8K2026-10-13
Ashton Thomas Securities, LLC
INCREASED2,2212,212+9+0%$58.6K$55.8K-$2.8K2026-10-26
Trust Co of Toledo NA
UNCHANGED2,2002,20000%$58.3K$55.3K-$3.0K2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,0722,07200%$54.9K$52.1K-$2.8K2026-10-30
Pflug Koory, LLC
INCREASED1,9701,960+10+1%$51.9K$49.5K-$2.4K2026-10-26
Vestor Capital, LLC
NEW1,931—+1,931——$358—2026-11-04
Cohalo Advisory LLC
NEW1,920—+1,920——$48.3K—2026-10-28
Bank of New Hampshire
UNCHANGED1,9021,90200%$50.4K$47.8K-$2.6K2026-10-06
Lanark Financial, Inc.
INCREASED1,8841,228+656+53%$32.5K$47.3K+$14.8K2026-10-26
Investors Research Corp
UNCHANGED1,8161,81600%$48.1K$45.6K-$2.5K2026-10-07
Blue Trust, Inc.
DECREASED1,7582,205-447-20%$58.4K$44.2K-$14.3K2026-10-15
CX Institutional
NEW1,753—+1,753——$44—2026-10-02
Abound Wealth Management
INCREASED1,748145+1,603+1106%$3.8K$43.9K+$40.1K2026-10-26
Bullock Wealth Management Group
DECREASED1,5121,727-215-12%$45.3K$38.0K-$7.3K2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED1,372685+687+100%$18.2K$34.5K+$16.3K2026-10-27
Burk Holdings LLC
UNCHANGED1,3471,34700%$35.7K$33.9K-$1.8K2026-11-05
Independence Bank of Kentucky
UNCHANGED1,2001,20000%$31.8K$30.2K-$1.6K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED1,1531,130+23+2%$30.0K$29.0K-$9842026-10-26
Align Financial, LLC
NEW1,087—+1,087——$27.3K—2026-10-16
Blueline Advisors LLC
UNCHANGED1,0181,01800%$27.0K$25.6K-$1.4K2026-10-15
First Community Trust NA
UNCHANGED98298200%$26.0K$24.7K-$1.3K2026-10-07
Archer Investment Corp
INCREASED981975+6+1%$25.8K$24.7K-$1.2K2026-11-05
Addison Advisors LLC
UNCHANGED93993900%$24.9K$23.6K-$1.3K2026-11-06
Golden State Wealth Management, LLC
DECREASED9015,648-4,747-84%$149.7K$22.7K-$127.0K2026-11-02
Polaris Financial Partners
NEW866—+866——$22—2026-10-02
Kroeger Financial Partners
DECREASED79418,554-17,760-96%$491.7K$20.0K-$471.7K2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED56856800%$15.1K$14.3K-$7782026-10-13
Signaturefd, LLC
INCREASED567123+444+361%$3.3K$14.3K+$11.0K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED56556500%$15.0K$14.2K-$7752026-11-03
10Elms LLP
NEW555—+555——$13.9K—2026-11-06
Balance Wealth Partners LLC
NEW522—+522——$13.1K—2026-10-27
Nova Financial LLC
NEW506—+506——$12.7K—2026-11-04
Pacifica Partners Inc.
DECREASED4552,665-2,210-83%$70.1K$11.4K-$58.6K2026-10-09
North Star Investment Management Corp.
UNCHANGED43743700%$11.6K$11.0K-$5982026-10-27
AlphaCore Capital LLC
DECREASED3988,604-8,206-95%$228.0K$10.0K-$218.0K2026-11-04
Olistico Wealth, LLC
DECREASED392550-158-29%$14.6K$9.9K-$4.7K2026-10-05
PFS Partners, LLC
UNCHANGED38438400%$10.2K$9.7K-$5262026-10-21
Burkett Financial Services, LLC
INCREASED382376+6+2%$10.0K$9.6K-$3572026-10-01
Angeles Wealth Management, LLC
INCREASED38192+289+314%$2.4K$9.6K+$7.1K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED38038000%$10.0K$9.6K-$4102026-10-16
Tradewinds Capital Management, LLC
UNCHANGED37637600%$10.0K$9.4K-$5152026-10-23
Toth Financial Advisory Corp
UNCHANGED37637600%$10.0K$9.4K-$5152026-10-08
Cullen T Bankers, Inc.
NEW344—+344——$8.6K—2026-10-28
Jacobi Capital Management LLC
NEW303—+303——$7.6K—2026-11-05
Tompkins Financial Corp
UNCHANGED28628600%$7.6K$7.2K-$3922026-10-05
POM Investment Strategies, LLC
NEW210—+210——$5.3K—2026-10-20
Networth Advisors, LLC
INCREASED203135+68+50%$3.6K$5.1K+$1.5K2026-11-03
Clearstead Advisors, LLC
DECREASED190220-30-14%$5.8K$4.8K-$1.1K2026-11-06
Paladin Partners, LLC
UNCHANGED18618600%$4.9K$4.7K-$2552026-10-06
Reap Financial Group, LLC
DECREASED185223-38-17%$5.9K$4.7K-$1.3K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED185182+3+2%$4.8K$4.6K-$1742026-10-29
Cdkv Holdings LLC
UNCHANGED16216200%$4.3K$4.1K-$2212026-10-28
Buck Wealth Strategies, LLC
INCREASED145143+2+1%$3.8K$3.7K-$1242026-10-28
Evolution Wealth Management Inc.
DECREASED135283-148-52%$7.5K$3.4K-$4.1K2026-10-28
Financial Consulate, Inc
DECREASED134217-83-38%$5.8K$3.4K-$2.4K2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED13213200%$3.5K$3.3K-$1812026-10-16
Winthrop Capital Management, LLC
UNCHANGED13213200%$3$3.3K+$3.3K2026-11-05
Clearstead Trust, LLC
NEW113—+113——$2.8K—2026-11-06
Markowski Investments
NEW74—+74——$1.9K—2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED696900%$1.8K$1.7K-$942026-10-16
Avion Wealth
UNCHANGED686800%$1$1$02026-11-04
Wolff Wiese Magana LLC
UNCHANGED686800%$1.8K$1.7K-$932026-10-15
Tounjian Advisory Partners, LLC
INCREASED6647+19+40%$1.2K$1.7K+$4172026-11-04
Hoey Investments, Inc
DECREASED44384-340-89%$10.2K$1.1K-$9.1K2026-10-29
Financial Management Professionals, Inc.
UNCHANGED242400%$636$603-$332026-10-23
Triumph Capital Management
UNCHANGED181800%$477$452-$252026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED181800%$485$460-$252026-10-23
First Pacific Financial
INCREASED1514+1+7%$379$366-$132026-10-14
Clayton Financial Group LLC
NEW13—+13——$327—2026-10-13
Mosley Wealth Management
UNCHANGED121200%$318$305-$132026-10-16
Trust Co of Vermont
UNCHANGED6600%$159$151-$82026-10-21
Towne Trust Company, N.a
NEW4—+4——$101—2026-10-28
Southern Michigan Bank & Trust
UNCHANGED4400%$106$101-$52026-10-19
Lodestone Wealth Management LLC
UNCHANGED3300%$80$75-$52026-10-14
Compass Wealth Management LLC
NEW1—+1——$26—2026-10-22
Morling Financial Advisors, LLC
UNCHANGED1100%$23$21-$22026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED08,707,371-8,707,371-100%$8.7M$0-$8.7M2026-10-14
Garde Capital, Inc.
CLOSED01,471,972-1,471,972-100%$39.0M$0-$39.0M2026-10-29
FDx Advisors, Inc.
CLOSED0524,025-524,025-100%$13.9M$0-$13.9M2026-11-05
ALM First Financial Advisors, LLC
CLOSED0487,500-487,500-100%$12.9M$0-$12.9M2026-10-13
VAN Strum & Towne Inc.
CLOSED0243,202-243,202-100%$6.4M$0-$6.4M2026-11-06
Retirement Financial Solutions, LLC
CLOSED0242,636-242,636-100%$6.4M$0-$6.4M2026-10-20
Econ Financial Services Corp
CLOSED077,125-77,125-100%$2.0M$0-$2.0M2026-10-19
Smith Partners Wealth Management, LLC
CLOSED040,148-40,148-100%$1.1M$0-$1.1M2026-11-05
Alps Advisors Inc
CLOSED031,065-31,065-100%$823.2K$0-$823.2K2026-11-03
Yoder Wealth Management, Inc.
CLOSED018,400-18,400-100%$487.6K$0-$487.6K2026-10-13
Aire Advisors, LLC
CLOSED012,960-12,960-100%$343.4K$0-$343.4K2026-10-22
Global Assets Advisory, LLC
CLOSED012,130-12,130-100%$318.8K$0-$318.8K2026-10-28
Country Trust Bank
CLOSED011,559-11,559-100%$306.3K$0-$306.3K2026-10-30
Compound Planning, Inc.
CLOSED011,219-11,219-100%$297.3K$0-$297.3K2026-11-05
Fisher Asset Management, LLC
CLOSED010,222-10,222-100%$270.9K$0-$270.9K2026-11-06
Sensible Money, LLC
CLOSED09,897-9,897-100%$262.3K$0-$262.3K2026-10-20
MGO One Seven LLC
CLOSED09,871-9,871-100%$261.6K$0-$261.6K2026-10-28
Asset Dedication, LLC
CLOSED09,584-9,584-100%$254.0K$0-$254.0K2026-11-03
PW Nova Financial Services LLC
CLOSED09,131-9,131-100%$242.0K$0-$242.0K2026-10-15
93 Financial Group, LLC
CLOSED08,390-8,390-100%$222.3K$0-$222.3K2026-10-21
Brooklyn FI, LLC
CLOSED08,388-8,388-100%$219.3K$0-$219.3K2026-11-05
Atlas Wealth Partners, LLC
CLOSED07,950-7,950-100%$210.7K$0-$210.7K2026-11-03
Wealth Management Resources, Inc.
CLOSED07,894-7,894-100%$209.2K$0-$209.2K2026-10-21
Moneco Advisors, LLC
CLOSED07,710-7,710-100%$204.3K$0-$204.3K2026-11-05
Ritholtz Wealth Management
CLOSED07,568-7,568-100%$200.5K$0-$200.5K2026-11-05
Hazlett, Burt & Watson, Inc.
CLOSED06,537-6,537-100%$173.0K$0-$173.0K2026-11-04
Cornerstone Planning Group LLC
CLOSED06,376-6,376-100%$166.7K$0-$166.7K2026-10-16
AdvisorNet Financial, Inc
CLOSED06,152-6,152-100%$163.0K$0-$163.0K2026-10-15
AlphaCentric Advisors LLC
CLOSED05,157-5,157-100%$136.7K$0-$136.7K2026-11-03
MCF Advisors LLC
CLOSED03,425-3,425-100%$90.8K$0-$90.8K2026-10-28
Institute for Wealth Management, Llc.
CLOSED0943-943-100%$25.0K$0-$25.0K2026-11-06
Simplex Trading, LLC
CLOSED0925-925-100%$24.5K$0-$24.5K2026-11-04
Sage Mountain Advisors LLC
CLOSED0686-686-100%$18.2K$0-$18.2K2026-11-02
International Assets Investment Management, LLC
CLOSED0468-468-100%$12.3K$0-$12.3K2026-11-02
Key FInancial Inc
CLOSED0368-368-100%$9.8K$0-$9.8K2026-11-02
LifeSteps Financial, Inc.
CLOSED0224-224-100%$5.9K$0-$5.9K2026-10-15
Wagner Wealth Management, LLC
CLOSED0194-194-100%$5.1K$0-$5.1K2026-10-21
Pittenger & Anderson Inc
CLOSED0121-121-100%$3.2K$0-$3.2K2026-11-02
Financial Network Wealth Advisors LLC
CLOSED092-92-100%$2.4K$0-$2.4K2026-10-28
Solstein Capital, LLC
CLOSED079-79-100%$2.1K$0-$2.1K2026-11-02
Gill Capital Partners, LLC
CLOSED067-67-100%$1.8K$0-$1.8K2026-10-13
True Wealth Design, LLC
CLOSED042-42-100%$1.1K$0-$1.1K2026-10-13
SYM Financial Corp
CLOSED019-19-100%$504$0-$5042026-10-26
Central Pacific Bank - Trust Division
CLOSED04-4-100%$106$0-$1062026-10-06
Bear Mountain Capital, Inc.
CLOSED03-3-100%$79$0-$792026-11-04
Kozak & Associates, Inc.
CLOSED000—$3$0-$32026-10-29
Empower Advisory Group, LLC
N/A—56,682,533-56,682,533-100%$1.5B———
Wealthfront Advisers LLC
N/A—35,292,799-35,292,799-100%$935.3M———
JPMorgan Chase & Co
N/A—27,874,223-27,874,223-100%$741.5M———
SEI Investments Co
N/A—13,667,827-13,667,827-100%$362.2M———
MAI Capital Management
N/A—11,540,399-11,540,399-100%$305.8M———
Cerity Partners LLC
N/A—10,579,829-10,579,829-100%$280.4M———
Lincoln National Corp
N/A—9,439,565-9,439,565-100%$250.1M———
Alliancebernstein L.P.
N/A—9,287,638-9,287,638-100%$247.1M———
Voya Investment Management LLC
N/A—8,798,660-8,798,660-100%$233.2M———
Nepc LLC
N/A—8,321,737-8,321,737-100%$220.5M———
Alesco Advisors, LLC, An ESL Co
N/A—6,468,720-6,468,720-100%$171.4M———
Elm Partners Management LLC
N/A—6,341,129-6,341,129-100%$168.0M———
Envestnet Asset Management Inc
N/A—6,295,573-6,295,573-100%$166.8M———
Cerity Partners Ocio LLC
N/A—5,620,759-5,620,759-100%$149.0M———
UBS Group AG
N/A—5,313,609-5,313,609-100%$140.8M———
Morgan Stanley
N/A—5,068,741-5,068,741-100%$134.3M———
Beacon Pointe Advisors, LLC
N/A—3,653,308-3,653,308-100%$96.8M———
Bank of America Corp
N/A—3,601,077-3,601,077-100%$95.4M———
Ameriprise Financial Inc
N/A—3,427,650-3,427,650-100%$90.7M———
State Street Corp
N/A—2,958,188-2,958,188-100%$78.4M———
Principal Securities, Inc.
N/A—1,978,213-1,978,213-100%$52.4M———
Integrated Wealth Concepts LLC
N/A—1,964,331-1,964,331-100%$52.1M———
Wells Fargo & Company
N/A—1,851,168-1,851,168-100%$49.1M———
FMR LLC
N/A—1,713,651-1,713,651-100%$45.4M———
Sumitomo Life Insurance Co
N/A—1,663,100-1,663,100-100%$44.1M———
Pure Financial Advisors, LLC
N/A—1,591,154-1,591,154-100%$42.2M———
Advisory Alpha, LLC
N/A—1,580,881-1,580,881-100%$41.9M———
Raymond James Financial Inc
N/A—1,270,321-1,270,321-100%$33.7M———
Foster & Motley Inc
N/A—1,101,719-1,101,719-100%$29.2M———
Cetera Investment Advisers
N/A—1,000,075-1,000,075-100%$26.5M———
Arax Advisory Partners
N/A—828,847-828,847-100%$22.0M———
HighTower Advisors, LLC
N/A—795,641-795,641-100%$21.1M———
Mercer Global Advisors Inc
N/A—743,051-743,051-100%$19.7M———
Navalign, LLC
N/A—726,108-726,108-100%$19.2M———
Tidal Investments LLC
N/A—663,627-663,627-100%$17.5M———
Goldman Sachs Group Inc
N/A—646,079-646,079-100%$17.1M———
Asset Management Group, Inc.
N/A—618,196-618,196-100%$16.4M———
Financial Engines Advisors L.L.C.
N/A—594,606-594,606-100%$15.8M———
CCG Wealth Management, LLC
N/A—580,465-580,465-100%$15.4M———
Greenline Partners, LLC
N/A—548,168-548,168-100%$14.5M———
Renaissance Technologies LLC
N/A—530,600-530,600-100%$14.1M———
Osaic Holdings, Inc.
N/A—528,943-528,943-100%$14.0M———
Wealthspire Advisors, LLC
N/A—492,881-492,881-100%$13.1M———
Roble, Belko & Company, Inc
N/A—488,303-488,303-100%$12.9M———
Capital Analysts, LLC
N/A—486,183-486,183-100%$12.9M———
Fortis Advisors, LLC
N/A—468,102-468,102-100%$12.4M———
Manning & Napier Advisors LLC
N/A—437,861-437,861-100%$11.6M———
State Farm Mutual Automobile Insurance Co
N/A—433,064-433,064-100%$11.5M———
Silver Coast Investments LLC
N/A—428,837-428,837-100%$11.4M———
Northwestern Mutual Wealth Management Co
N/A—423,069-423,069-100%$11.2M———
Trajan Wealth LLC
N/A—417,385-417,385-100%$11.1M———
Rock Creek Group LLC
N/A—406,932-406,932-100%$10.8M———
Brightwater Advisory LLC
N/A—401,658-401,658-100%$10.6M———
OneAscent Financial Services LLC
N/A—399,721-399,721-100%$10.6M———
Proffitt & Goodson Inc
N/A—398,250-398,250-100%$10.6M———
Aptus Capital Advisors, LLC
N/A—393,772-393,772-100%$10.4M———
MML Investors Services, LLC
N/A—376,801-376,801-100%$10.0M———
Summit Financial, LLC
N/A—334,843-334,843-100%$8.9M———
Envision Financial Planning, LLC
N/A—332,888-332,888-100%$8.8M———
Harbour Investments, Inc.
N/A—323,361-323,361-100%$8.6M———
Vestmark Advisory Solutions, Inc.
N/A—302,005-302,005-100%$8.0M———
Riverpoint Wealth Management Holdings, LLC
N/A—301,276-301,276-100%$8.0M———
Arkadios Wealth Advisors
N/A—296,810-296,810-100%$7.9M———
Kastel Capital Advisors, LLC
N/A—289,935-289,935-100%$7.7M———
EQ Wealth Advisors, LLC
N/A—279,578-279,578-100%$7.4M———
Commerce Bank
N/A—273,564-273,564-100%$7.2M———
Evolve Private Wealth, LLC
N/A—269,956-269,956-100%$7.2M———
Transamerica Financial Advisors, LLC
N/A—267,114-267,114-100%$7.1M———
Range Advisory, LLC
N/A—266,088-266,088-100%$7.1M———
SG Americas Securities, LLC
N/A—260,482-260,482-100%$6.9M———
Kiker Wealth Management, LLC
N/A—251,901-251,901-100%$6.7M———
Retirement Management Systems Inc.
N/A—243,577-243,577-100%$6.5M———
Theory Financial LLC
N/A—235,393-235,393-100%$6.2M———
Steward Partners Investment Advisory, LLC
N/A—228,489-228,489-100%$6.1M———
Royal Bank of Canada
N/A—214,965-214,965-100%$5.7M———
Sanctuary Advisors, LLC
N/A—214,705-214,705-100%$5.7M———
LifePlan Investment Advisors, Inc.
N/A—196,586-196,586-100%$5.2M———
Waverly Advisors, LLC
N/A—187,465-187,465-100%$5.0M———
Cambria Investment Management, L.P.
N/A—172,592-172,592-100%$4.5M———
Stratos Wealth Partners, Ltd.
N/A—171,441-171,441-100%$4.5M———
Western Wealth Management, LLC
N/A—170,937-170,937-100%$4.5M———
EP Wealth Advisors, LLC
N/A—170,794-170,794-100%$4.5M———
Stifel Financial Corp
N/A—170,297-170,297-100%$4.5M———
Summit Wealth Group, LLC
N/A—168,327-168,327-100%$4.5M———
Wealthedge Investment Advisors, LLC
N/A—163,724-163,724-100%$4.3M———
WealthCollab, LLC
N/A—163,102-163,102-100%$4.3M———
Trustmark Bank Trust Department
N/A—158,130-158,130-100%$4.2M———
Cloud Capital Management, LLC
N/A—157,416-157,416-100%$4.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—153,741-153,741-100%$4.1M———
AQR Capital Management LLC
N/A—152,530-152,530-100%$4.0M———
C M Bidwell & Associates LTD
N/A—147,238-147,238-100%$3.9M———
Quadrature Capital Ltd
N/A—146,893-146,893-100%$3.9M———
AE Wealth Management LLC
N/A—143,731-143,731-100%$3.8M———
JTC Employer Solutions Trustee Ltd
N/A—141,964-141,964-100%$3.8M———
Noble Wealth Partners LLC
N/A—139,899-139,899-100%$3.7M———
Wealthspire Retirement, LLC
N/A—138,091-138,091-100%$3.7M———
Performance Wealth Partners, LLC
N/A—131,947-131,947-100%$3.5M———
Goldstone Financial Group, LLC
N/A—130,782-130,782-100%$3.5M———
ATLas Financial Planning LLC
N/A—129,270-129,270-100%$3.4M———
Advyzon Investment Management, LLC
N/A—129,025-129,025-100%$3.4M———
Atomic Invest LLC
N/A—126,972-126,972-100%$3.4M———
NewEdge Advisors, LLC
N/A—125,424-125,424-100%$3.3M———
Bcgm Wealth Management, LLC
N/A—124,444-124,444-100%$3.3M———
Focus Partners Wealth
N/A—119,123-119,123-100%$3.2M———
UBS Asset Management Americas LLC
N/A—117,238-117,238-100%$3.1M———
Mariner, LLC
N/A—115,539-115,539-100%$3.1M———
Flatrock Wealth Partners LLC
N/A—110,950-110,950-100%$2.9M———
Savvy Advisors, Inc.
N/A—110,536-110,536-100%$2.9M———
Belpointe Asset Management LLC
N/A—110,434-110,434-100%$2.9M———
Silver OAK Securities, Incorporated
N/A—108,855-108,855-100%$2.9M———
Jones Financial Companies Lllp
N/A—104,482-104,482-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—95,605-95,605-100%$2.5M———
JMG Financial Group, Ltd.
N/A—93,648-93,648-100%$2.5M———
Northern Trust Corp
N/A—92,688-92,688-100%$2.5M———
Seeds Investor LLC
N/A—91,679-91,679-100%$2.4M———
Coastal Bridge Advisors, LLC
N/A—90,808-90,808-100%$2.4M———
Comprehensive Money Management Services LLC
N/A—90,456-90,456-100%$2.4M———
Northeast Planning Associates, Inc. / NH /
N/A—87,361-87,361-100%$2.2M———
National Bank of Canada
N/A—85,190-85,190-100%$2.3M———
Main Street Financial Solutions, LLC
N/A—85,146-85,146-100%$2.3M———
Fiducient Advisors LLC
N/A—84,803-84,803-100%$2.2M———
Fortis Capital Advisors, LLC
N/A—84,548-84,548-100%$2.2M———
Nomura Asset Management International Inc.
N/A—82,426-82,426-100%$2.2M———
Maripau Wealth Management LLC
N/A—81,181-81,181-100%$2.2M———
Mutual Advisors, LLC
N/A—80,845-80,845-100%$2.1M———
Tailwinds Wealth, LLC
N/A—78,969-78,969-100%$2.1M———
Hutchinson Capital Management
N/A—73,860-73,860-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—72,790-72,790-100%$1.9M———
Pathstone Holdings, LLC
N/A—71,931-71,931-100%$1.9M———
Ethos Financial Group, LLC
N/A—68,895-68,895-100%$1.8M———
Passive Capital Management, Llc.
N/A—68,868-68,868-100%$1.8M———
American Trust Investment Advisors, LLC
N/A—64,825-64,825-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—63,987-63,987-100%$1.7M———
Toronto Dominion Bank
N/A—63,027-63,027-100%$1.7M———
Edgestream Partners, L.P.
N/A—61,823-61,823-100%$1.6M———
Betterment LLC
N/A—57,364-57,364-100%$1.5M———
a16z Perennial Management, L.P.
N/A—56,000-56,000-100%$1.5M———
SGL Investment Advisors, Inc.
N/A—51,824-51,824-100%$1.3M———
Strategic Financial Planning, Inc.
N/A—51,734-51,734-100%$1.4M———
Private Advisor Group, LLC
N/A—49,929-49,929-100%$1.3M———
Equitable Holdings, Inc.
N/A—49,549-49,549-100%$1.3M———
Advisory Services Network, LLC
N/A—49,057-49,057-100%$1.3M———
Susquehanna International Group, LLP
N/A—48,853-48,853-100%$1.3M———
Nwam LLC
N/A—46,203-46,203-100%$1.2M———
Independent Advisor Alliance
N/A—45,977-45,977-100%$1.2M———
Two Sigma Securities, LLC
N/A—44,895-44,895-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—44,848-44,848-100%$1.2M———
M. Kulyk & Associates, LLC
N/A—43,797-43,797-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—43,341-43,341-100%$1.1M———
Roundview Capital LLC
N/A—41,238-41,238-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—40,351-40,351-100%$1.1M———
Ellevest, Inc.
N/A—40,115-40,115-100%$75.3K———
Citadel Advisors LLC
N/A—40,003-40,003-100%$1.1M———
Fairview Capital Investment Management, LLC
N/A—39,938-39,938-100%$1.1M———
Lcnb Corp
N/A—39,362-39,362-100%$1.0M———
Bakala Capital LLC
N/A—39,247-39,247-100%$1.0M———
Strategic Financial Concepts, LLC
N/A—38,288-38,288-100%$1.0M———
Lansing Street Advisors
N/A—37,588-37,588-100%$996.1K———
Hamrick Investment Counsel, llc
N/A—37,556-37,556-100%$995.2K———
Cahill Financial Advisors Inc
N/A—35,685-35,685-100%$945.7K———
Mount Lucas Management LP
N/A—34,456-34,456-100%$913.1K———
Orion Porfolio Solutions, LLC
N/A—34,399-34,399-100%$911.6K———
Nuveen, LLC
N/A—33,165-33,165-100%$878.9K———
Nalls Sherbakoff Group, LLC
N/A—33,096-33,096-100%$877.0K———
Global Retirement Partners, LLC
N/A—32,637-32,637-100%$864.9K———
Smartleaf Asset Management LLC
N/A—32,383-32,383-100%$861.4K———
&partners
N/A—31,312-31,312-100%$829.8K———
Foundations Investment Advisors, LLC
N/A—30,542-30,542-100%$809.4K———
Traub Capital Management LLC
N/A—30,261-30,261-100%$801.9K———
Captrust Financial Advisors
N/A—30,087-30,087-100%$797.3K———
Zhang Financial LLC
N/A—29,678-29,678-100%$786.5K———
American Financial Advisors, LLC
N/A—29,528-29,528-100%$782.5K———
Freestone Capital Holdings, LLC
N/A—29,512-29,512-100%$782.1K———
SouthState Bank Corp
N/A—28,943-28,943-100%$767.0K———
PFG Investments, LLC
N/A—28,638-28,638-100%$758.9K———
Fairlight Advisors
N/A—28,241-28,241-100%$748.4K———
Arete Wealth Advisors, LLC
N/A—27,744-27,744-100%$735.2K———
Anchor Investment Management, LLC
N/A—25,929-25,929-100%$687.1K———
Plum Street Advisors, LLC
N/A—25,835-25,835-100%$684.6K———
Alongside, LLC
N/A—25,677-25,677-100%$680.4K———
49 Wealth Management, LLC
N/A—25,677-25,677-100%$680.4K———
Hayek Kallen Investment Management
N/A—25,671-25,671-100%$680.0K———
Viawealth, LLC
N/A—25,473-25,473-100%$675.0K———
Fortis Capital Management LLC
N/A—24,703-24,703-100%$654.6K———
Bragg Financial Advisors, Inc
N/A—24,621-24,621-100%$652.5K———
Envestnet Portfolio Solutions, Inc.
N/A—24,557-24,557-100%$650.8K———
Gambit Capital Management, LLC
N/A—24,036-24,036-100%$637.0K———
IFG Advisory, LLC
N/A—23,255-23,255-100%$616.3K———
Prossimo Advisors, LLC
N/A—23,000-23,000-100%$609.5K———
Octavia Wealth Advisors, LLC
N/A—22,934-22,934-100%$607.8K———
JMN Financial LLC
N/A—22,575-22,575-100%$598.2K———
Quantinno Capital Management LP
N/A—22,411-22,411-100%$593.9K———
Laraway Financial Advisors Inc
N/A—22,245-22,245-100%$589.5K———
Resolute Capital, LLC
N/A—21,721-21,721-100%$575.6K———
Rockefeller Capital Management L.P.
N/A—21,690-21,690-100%$574.8K———
Brand Asset Management Group, Inc.
N/A—21,096-21,096-100%$559.0K———
IQ EQ Fund Management (Ireland) Ltd
N/A—20,865-20,865-100%$552.9K———
Ancora Advisors LLCA
N/A—20,784-20,784-100%$550.8K———
Summit Trail Advisors, LLC
N/A—20,769-20,769-100%$550.4K———
Cassady Wealth & Retirement Planning, LLC
N/A—19,708-19,708-100%$522.3K———
Coastwise Capital Group, LLC
N/A—19,488-19,488-100%$516.4K———
HSBC Holdings PLC
N/A—19,257-19,257-100%$510.3K———
Mason & Associates Inc
N/A—19,241-19,241-100%$509.9K———
Fiduciary Trust Co
N/A—18,723-18,723-100%$496.2K———
World Investment Advisors
N/A—18,224-18,224-100%$484.0K———
Oder Investment Management, LLC
N/A—17,968-17,968-100%$476.1K———
Wealthgarden F.S. LLC
N/A—17,656-17,656-100%$467.9K———
Coldstream Capital Management Inc
N/A—17,546-17,546-100%$465.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—16,530-16,530-100%$438.1K———
BFC Planning, Inc.
N/A—16,507-16,507-100%$437.4K———
IHT Wealth Management, LLC
N/A—16,313-16,313-100%$432.3K———
Gateway Wealth Partners, LLC
N/A—15,850-15,850-100%$420.0K———
SHP Wealth Management
N/A—15,722-15,722-100%$416.6K———
RED Reef Advisors LLC
N/A—15,195-15,195-100%$402.7K———
Geometric Wealth Advisors
N/A—15,041-15,041-100%$398.6K———
Compass Capital Corp
N/A—14,906-14,906-100%$386.7K———
Waterloo Capital, L.P.
N/A—14,472-14,472-100%$383.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,436-14,436-100%$382.6K———
Petra Financial Advisors Inc
N/A—14,267-14,267-100%$378.1K———
Fi3 Financial Advisors, LLC
N/A—13,074-13,074-100%$455.1K———
Ameritas Advisory Services, LLC
N/A—13,006-13,006-100%$344.7K———
Benjamin Edwards Inc
N/A—12,989-12,989-100%$344.2K———
WJ Financial Advisors LLC
N/A—12,915-12,915-100%$342.2K———
Curio Wealth, LLC
N/A—12,877-12,877-100%$341.2K———
Hexagon Capital Partners LLC
N/A—12,327-12,327-100%$326.7K———
Brown Advisory Inc
N/A—12,198-12,198-100%$323.3K———
Schiavi & Co LLC
N/A—12,015-12,015-100%$318.4K———
Rothschild Wealth LLC
N/A—11,854-11,854-100%$314.1K———
Natixis Advisors, LLC
N/A—11,525-11,525-100%$305.0K———
WFA of San Diego, LLC
N/A—11,404-11,404-100%$296.0K———
RWA Wealth Partners, LLC
N/A—11,357-11,357-100%$301.0K———
Maridea Wealth Management LLC
N/A—10,920-10,920-100%$289.4K———
Mason Investment Advisory Services, Inc.
N/A—10,870-10,870-100%$288.1K———
Jaffetilchin Investment Partners, LLC
N/A—10,820-10,820-100%$286.7K———
Moneta Group Investment Advisors LLC
N/A—10,405-10,405-100%$275.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,306-10,306-100%$273.1K———
Janney Montgomery Scott LLC
N/A—10,178-10,178-100%$270.0K———
VPR Management LLC
N/A—10,000-10,000-100%$265.0K———
CreativeOne Wealth, LLC
N/A—9,742-9,742-100%$258.2K———
Walter & Keenan Wealth Management LLC
N/A—9,706-9,706-100%$257.2K———
Leavell Investment Management, Inc.
N/A—9,522-9,522-100%$252.3K———
Centaurus Financial, Inc.
N/A—9,416-9,416-100%$250.0K———
Insigneo Advisory Services, LLC
N/A—9,386-9,386-100%$248.7K———
Lifeworks Advisors, LLC
N/A—9,270-9,270-100%$245.6K———
Bank of Montreal
N/A—9,265-9,265-100%$245.5K———
HRT Financial LP
N/A—8,927-8,927-100%$236.0K———
Calton & Associates, Inc.
N/A—8,850-8,850-100%$234.5K———
Johnson Investment Counsel Inc
N/A—8,709-8,709-100%$230.8K———
Guardian Wealth Advisors, LLC / NC
N/A—8,640-8,640-100%$229.0K———
United Capital Financial Advisors, LLC
N/A—8,625-8,625-100%$228.6K———
Mayflower Financial Advisors, LLC
N/A—8,357-8,357-100%$221.5K———
Goodwin Investment Advisory
N/A—8,340-8,340-100%$221.0K———
GeoWealth Management, LLC
N/A—8,324-8,324-100%$220.6K———
Strategic Investment Advisors / MI
N/A—8,136-8,136-100%$215.6K———
Berger Financial Group, Inc
N/A—7,944-7,944-100%$210.5K———
Jacobs Equity LLC
N/A—7,800-7,800-100%$206.7K———
Aspire Capital Advisors LLC
N/A—7,797-7,797-100%$206.6K———
Ballast Advisors LLC
N/A—6,976-6,976-100%$184.9K———
Atlas Capital Advisors Inc.
N/A—6,797-6,797-100%$180.1K———
IMA Advisory Services, Inc.
N/A—6,157-6,157-100%$163.2K———
Chesapeake Asset Management LLC
N/A—4,796-4,796-100%$127.1K———
Bartlett & Co. Wealth Management LLC
N/A—4,364-4,364-100%$115.6K———
Blair William & Co
N/A—4,258-4,258-100%$112.8K———
Bogart Wealth, LLC
N/A—3,935-3,935-100%$104.3K———
Bessemer Group Inc
N/A—3,914-3,914-100%$104.0K———
Paladin Advisory Group, LLC
N/A—3,825-3,825-100%$101.4K———
Continuum Advisory, LLC
N/A—3,650-3,650-100%$96.7K———
Caitlin John, LLC
N/A—3,330-3,330-100%$88.2K———
Howe & Rusling Inc
N/A—2,974-2,974-100%$78.8K———
Godfrey Financial Associates, Inc.
N/A—2,871-2,871-100%$76.1K———
Geneos Wealth Management Inc.
N/A—2,773-2,773-100%$73.5K———
Cordant, Inc.
N/A—2,732-2,732-100%$72.4K———
Rialto Wealth Management, LLC
N/A—2,717-2,717-100%$72.0K———
Private Wealth Asset Management, LLC
N/A—2,698-2,698-100%$71.5K———
Coppell Advisory Solutions LLC
N/A—2,593-2,593-100%$1.0M———
Whittier Trust Co
N/A—2,572-2,572-100%$67.6K———
Glen Eagle Advisors, LLC
N/A—2,407-2,407-100%$63.8K———
Front Row Advisors LLC
N/A—2,402-2,402-100%$62.2K———
Oakmont Advisory Group, LLC
N/A—1,963-1,963-100%$52.0K———
Kilter Group LLC
N/A—1,939-1,939-100%$51.4K———
Seneschal Advisors, LLC
N/A—1,904-1,904-100%$50.5K———
MidFirst Bank
N/A—1,900-1,900-100%$50.4K———
LGT Financial Advisors LLC
N/A—1,887-1,887-100%$50.0K———
Synergy Investment Management, LLC
N/A—1,614-1,614-100%$42.3K———
Top Private Wealth Llc.
N/A—1,447-1,447-100%$38.3K———
Vanguard Advisers Inc
N/A—1,399-1,399-100%$37.1K———
Founders Financial Alliance, LLC
N/A—1,337-1,337-100%$35.4K———
Bravera Wealth
N/A—1,262-1,262-100%$33.4K———
Strategic Wealth Partners, Ltd.
N/A—1,198-1,198-100%$31.7K———
O'shaughnessy Asset Management, LLC
N/A—1,159-1,159-100%$30.7K———
Delta Asset Management LLC
N/A—1,106-1,106-100%$29.3K———
Smithfield Trust Co
N/A—1,098-1,098-100%$29.0K———
Franklin Resources Inc
N/A—1,048-1,048-100%$27.8K———
Atlantic Union Bankshares Corp
N/A—668-668-100%$17.7K———
Sittner & Nelson, LLC
N/A—612-612-100%$16.2K———
Regatta Research & Money Management
N/A—555-555-100%$14.7K———
Pinney & Scofield, Inc.
N/A—521-521-100%$13.8K———
Richard W. Paul & Associates, LLC
N/A—514-514-100%$13.6K———
Rogco, LP
N/A—496-496-100%$13.1K———
S&T Bank
N/A—490-490-100%$13.0K———
PlanVest Financial, Inc
N/A—486-486-100%$12.9K———
Security National Bank of SO DAK
N/A—464-464-100%$12.3K———
Ameriflex Group, Inc.
N/A—402-402-100%$10.7K———
Tower Research Capital LLC (TRC)
N/A—377-377-100%$10.0K———
Copia Wealth Management
N/A—367-367-100%$9.7K———
BlackRock, Inc.
N/A—352-352-100%$9.3K———
Pinnacle Holdings, LLC
N/A—308-308-100%$8.2K———
Hantz Financial Services, Inc.
N/A—301-301-100%$8.0K———
Harborfront Financial Group LLC
N/A—287-287-100%$7.6K———
Ameritas Investment Partners, Inc.
N/A—239-239-100%$6.3K———
Topsail Wealth Management, LLC
N/A—224-224-100%$5.9K———
Strive Financial Group,LLC
N/A—220-220-100%$5.8K———
Fiduciary Financial Advisors
N/A—217-217-100%$5.7K———
Cardiff Park Advisors, LLC
N/A—216-216-100%$5.7K———
HM Payson & Co
N/A—176-176-100%$4.7K———
N.E.W. Advisory Services LLC
N/A—169-169-100%$4.5K———
Timbuktu Capital Management, LLC
N/A—150-150-100%$4.0K———
Kerr Financial Planning Corp
N/A—144-144-100%$3.8K———
Huntington National Bank
N/A—142-142-100%$3.8K———
BNP Paribas Financial Markets
N/A—138-138-100%$3.7K———
Graney & King, LLC
N/A—102-102-100%$2.7K———
Meramec Financial Planners, LLC
N/A—80-80-100%$2.1K———
Medallion Wealth Advisors, LLC
N/A—76-76-100%$2.0K———
HighMark Wealth Management LLC
N/A—38-38-100%$1.0K———
Logan Capital Management Inc
N/A—16-16-100%$424———
Mcguire Capital Advisors Inc
N/A—12-12-100%$318———
Talon Private Wealth, LLC
N/A—8-8-100%$207———
SOA Wealth Advisors, Llc.
N/A—7-7-100%$186———
Basepoint Wealth LLC
N/A—6-6-100%$160———
Whittier Trust Co of Nevada Inc
N/A—4-4-100%$105———
Dunhill Financial, LLC
N/A—2-2-100%$53———
Capital Advisor Network LLC
N/A—1-1-100%$27———
Oxford Financial Group, Ltd. LLC
N/A—1-1-100%$27———
ST Germain D J Co Inc
N/A—00—$5———
Showing 846 of 846 institutions