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Schwab Intl Small-Cap Equity (SCHC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares2,623,959 from 2,829,312
Change-205,353 (-7%)
Value$130.5M (-$5.6M)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares1,868,318 from 3,916,077
Change-2,047,759 (-52%)
Value$92.9M (-$92.7M)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares1,780,662 from 1,711,610
Change+69,052 (+4%)
Value$88.6M (+$6.2M)
Filed 2026-10-21
Johnson Financial Group, LLC
INCREASED
Shares1,354,693 from 1,131,199
Change+223,494 (+20%)
Value$67.4M (+$12.9M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares1,214,214 from 1,242,614
Change-28,400 (-2%)
Value$60.4M (+$600.4K)
Filed 2026-11-06
Mather Group, Llc.
DECREASED
Shares1,092,397 from 1,103,737
Change-11,340 (-1%)
Value$54.3M (+$1.2M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,055,721 from 951,415
Change+104,306 (+11%)
Value$52.5M (+$6.7M)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares818,191 from 813,788
Change+4,403 (+1%)
Value$40.7M (+$1.5M)
Filed 2026-10-28
Charles Schwab Trust Co
INCREASED
Shares622,619 from 619,205
Change+3,414 (+1%)
Value$31.0M (+$1.2M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares523,754 from 491,169
Change+32,585 (+7%)
Value$26.1M (+$2.4M)
Filed 2026-10-29
GHP Investment Advisors, Inc.
INCREASED
Shares481,817 from 481,697
Change+120 (+0%)
Value$24.0M (+$786.3K)
Filed 2026-10-15
Fund Evaluation Group, LLC
INCREASED
Shares479,947 from 246,963
Change+232,984 (+94%)
Value$23.9M (+$12.0M)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares371,943 from 347,506
Change+24,437 (+7%)
Value$18.1M (+$1.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares371,943 from 347,506
Change+24,437 (+7%)
Value$18.1M (+$1.4M)
Filed 2026-10-20
Tortoise Investment Management, LLC
INCREASED
Shares367,986 from 365,315
Change+2,671 (+1%)
Value$18.3M (+$724.7K)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares297,815 from 296,679
Change+1,136 (+0%)
Value$14.8M (+$537.1K)
Filed 2026-10-30
Brooklyn FI, LLC
INCREASED
Shares276,361 from 260,222
Change+16,139 (+6%)
Value$13.5M (+$926.2K)
Filed 2026-11-05
White & Co Financial Planning Inc
INCREASED
Shares267,152 from 265,459
Change+1,693 (+1%)
Value$12.5M (-$287.2K)
Filed 2026-10-16
Clearwater Capital Advisors, LLC
INCREASED
Shares214,631 from 204,909
Change+9,722 (+5%)
Value$10.7M (+$815.5K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares207,613 from 203,051
Change+4,562 (+2%)
Value$10.3M (+$555.8K)
Filed 2026-10-22
BlueSky Wealth Advisors, LLC
INCREASED
Shares202,538 from 191,915
Change+10,623 (+6%)
Value$10.1M (+$839.3K)
Filed 2026-10-29
HBK Sorce Advisory LLC
INCREASED
Shares201,499 from 77,863
Change+123,636 (+159%)
Value$9.5M (+$5.6M)
Filed 2026-11-06
Oarsman Capital, Inc.
DECREASED
Shares185,601 from 189,176
Change-3,575 (-2%)
Value$9.2M (+$128.6K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares178,505 from 72,724
Change+105,781 (+145%)
Value$8.9M (+$5.4M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares171,481 from 171,272
Change+209 (+0%)
Value$7.4M (+$85.3K)
Filed 2026-10-13
Courage Miller Partners, LLC
INCREASED
Shares169,076 from 168,438
Change+638 (+0%)
Value$8.4M (+$304.6K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares164,598 from 75,668
Change+88,930 (+118%)
Value$7.9M (+$4.3M)
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares159,226 from 156,738
Change+2,488 (+2%)
Value$7.9M (+$377.7K)
Filed 2026-10-21
Arnold Financial Planning LLC
INCREASED
Shares155,521 from 138,331
Change+17,190 (+12%)
Value$7.7M (+$1.1M)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares153,528 from 153,528
Change0 (0%)
Value$7.6M (+$248.7K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares152,537 from 173,459
Change-20,922 (-12%)
Value$7.6M (-$759.7K)
Filed 2026-10-15
West Paces Advisors Inc.
INCREASED
Shares149,023 from 148,122
Change+901 (+1%)
Value$7.4M (+$284.8K)
Filed 2026-10-13
Wedmont Private Capital
DECREASED
Shares143,716 from 146,761
Change-3,045 (-2%)
Value$7.1M (-$37.8K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares141,847 from 141,932
Change-85 (0%)
Value$7.1M (+$225.7K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares134,222 from 123,208
Change+11,014 (+9%)
Value$6.7M (+$747.4K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares130,530 from 116,104
Change+14,426 (+12%)
Value$6.4M (+$844.5K)
Filed 2026-10-16
LPL Financial LLC
DECREASED
Shares125,213 from 126,816
Change-1,603 (-1%)
Value$6.2M (+$125.7K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares124,153 from 114,520
Change+9,633 (+8%)
Value$6.2M (+$651.3K)
Filed 2026-10-26
Brucke Financial, Inc.
INCREASED
Shares122,717 from 118,713
Change+4,004 (+3%)
Value$6.1M (+$391.5K)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares115,503 from 114,576
Change+927 (+1%)
Value$5.7M (+$231.7K)
Filed 2026-10-20
Robinswood Financial LLC
DECREASED
Shares108,560 from 116,721
Change-8,161 (-7%)
Value$5.3M (-$336.3K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares106,108 from 105,277
Change+831 (+1%)
Value$5.3M (+$211.9K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
INCREASED
Shares98,718 from 86,560
Change+12,158 (+14%)
Value$4.9M (+$745.0K)
Filed 2026-10-20
Traveka Wealth, LLC
DECREASED
Shares97,033 from 99,027
Change-1,994 (-2%)
Value$4.8M (+$61.2K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
INCREASED
Shares95,924 from 91,804
Change+4,120 (+4%)
Value$4.8M (+$353.7K)
Filed 2026-10-14
Bell Investment Advisors, Inc
DECREASED
Shares94,714 from 98,683
Change-3,969 (-4%)
Value$4.7M (-$37.6K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares92,096 from 95,665
Change-3,569 (-4%)
Value$4.6M (-$22.6K)
Filed 2026-11-05
St. Louis Trust Co
INCREASED
Shares91,671 from 87,162
Change+4,509 (+5%)
Value$4.6M (-$32.4M)
Filed 2026-11-03
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares82,166 from 79,382
Change+2,784 (+4%)
Value$4.1M (+$267.1K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares81,677 from 85,622
Change-3,945 (-5%)
Value$4.1M (-$57.5K)
Filed 2026-10-23
Manske Wealth Management
INCREASED
Shares76,779 from 69,875
Change+6,904 (+10%)
Value$3.8M (+$456.6K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
DECREASED
Shares76,207 from 78,685
Change-2,478 (-3%)
Value$3.8M (+$4.2K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
DECREASED
Shares68,363 from 68,674
Change-311 (0%)
Value$3.4M (+$95.8K)
Filed 2026-10-23
Tradewinds Capital Management, LLC
INCREASED
Shares67,355 from 58,638
Change+8,717 (+15%)
Value$3.4M (+$528.6K)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares64,048 from 60,795
Change+3,253 (+5%)
Value$3.2M (+$260.3K)
Filed 2026-11-03
Stone Summit Wealth LLC
INCREASED
Shares63,975 from 58,048
Change+5,927 (+10%)
Value$3.2M (+$388.8K)
Filed 2026-10-14
Cabot Wealth Management Inc
INCREASED
Shares61,636 from 59,461
Change+2,175 (+4%)
Value$3.1M (+$204.5K)
Filed 2026-11-05
Aire Advisors, LLC
DECREASED
Shares61,047 from 62,041
Change-994 (-2%)
Value$3.0M (+$51.1K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares60,889 from 35,167
Change+25,722 (+73%)
Value$3.0M (+$1.3M)
Filed 2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED
Shares60,853 from 60,853
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-22
Abacus Planning Group, Inc.
DECREASED
Shares59,787 from 60,193
Change-406 (-1%)
Value$3.0M (+$77.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares59,334 from 54,310
Change+5,024 (+9%)
Value$3.0K (-$2.6M)
Filed 2026-11-02
Noble Family Wealth, LLC
DECREASED
Shares56,174 from 56,360
Change-186 (0%)
Value$2.8M (+$82.1K)
Filed 2026-10-26
Colony Family Offices, LLC
INCREASED
Shares55,549 from 47,886
Change+7,663 (+16%)
Value$2.8M (+$458.7K)
Filed 2026-10-22
Carter Financial Group, Inc.
DECREASED
Shares51,742 from 51,810
Change-68 (0%)
Value$2.6M (+$80.6K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares49,707 from 49,803
Change-96 (0%)
Value$2.5M (+$75.9K)
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares48,841 from 48,637
Change+204 (+0%)
Value$2.4M (+$88.9K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
NEW
Shares48,343
Change+48,343
Value$2.4M
Filed 2026-10-29
Valley National Advisers Inc
DECREASED
Shares47,511 from 51,437
Change-3,926 (-8%)
Value$2.4M (-$111.9K)
Filed 2026-10-23
Shakespeare Wealth Management, LLC
DECREASED
Shares47,202 from 47,356
Change-154 (0%)
Value$2.3M (+$69.1K)
Filed 2026-10-28
Modera Wealth Management, LLC
DECREASED
Shares45,328 from 45,360
Change-32 (0%)
Value$2.3M (+$71.9K)
Filed 2026-10-28
Breakwater Investment Management
INCREASED
Shares43,940 from 11,618
Change+32,322 (+278%)
Value$2.2M (+$1.6M)
Filed 2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares42,995 from 41,848
Change+1,147 (+3%)
Value$2.1M (+$124.8K)
Filed 2026-10-22
Phillip James Consulting Co.
DECREASED
Shares42,196 from 43,205
Change-1,009 (-2%)
Value$2.1M (+$19.8K)
Filed 2026-11-03
Grove Street Fiduciary, LLC
DECREASED
Shares41,892 from 44,914
Change-3,022 (-7%)
Value$2.1M (-$77.6K)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
INCREASED
Shares41,350 from 41,087
Change+263 (+1%)
Value$2.1M (+$79.6K)
Filed 2026-10-20
Central Trust Co
INCREASED
Shares40,267 from 40,058
Change+209 (+1%)
Value$2.0M (+$75.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares38,900 from 37,809
Change+1,091 (+3%)
Value$1.9M (+$115.5K)
Filed 2026-10-08
Stevens Capital Partners
INCREASED
Shares38,730 from 34,467
Change+4,263 (+12%)
Value$1.9M (+$267.9K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares38,320 from 101,548
Change-63,228 (-62%)
Value$1.9M (-$3.0M)
Filed 2026-10-16
Guardian Financial Partners, LLC
INCREASED
Shares38,271 from 37,741
Change+530 (+1%)
Value$1.9M (+$87.5K)
Filed 2026-11-04
Foster Group, Inc.
INCREASED
Shares38,068 from 38,057
Change+11 (+0%)
Value$1.9M (+$62.2K)
Filed 2026-10-13
American Financial & TAX Strategies Inc
INCREASED
Shares37,392 from 36,675
Change+717 (+2%)
Value$1.9M (+$95.1K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares36,578 from 37,080
Change-502 (-1%)
Value$1.8M (+$35.1K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares35,485 from 35,294
Change+191 (+1%)
Value$1.8M (+$66.7K)
Filed 2026-10-14
ACT Wealth Management, LLC
INCREASED
Shares35,479 from 35,467
Change+12 (+0%)
Value$1.8M (+$58.1K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares35,228 from 36,139
Change-911 (-3%)
Value$1.8M (+$13.2K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares34,758 from 34,553
Change+205 (+1%)
Value$1.7M (+$66.2K)
Filed 2026-11-02
Upper Left Wealth Management, LLC
DECREASED
Shares33,894 from 97,490
Change-63,596 (-65%)
Value$1.7M (-$3.0M)
Filed 2026-10-14
Fonville Wealth Management LLC
DECREASED
Shares33,790 from 35,256
Change-1,466 (-4%)
Value$1.7M (-$15.8K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares33,142 from 32,352
Change+790 (+2%)
Value$1.6M (+$91.7K)
Filed 2026-11-05
Integris Wealth Management, LLC
UNCHANGED
Shares32,416 from 32,416
Change0 (0%)
Value$1.6M (+$52.5K)
Filed 2026-10-14
Avestar Capital, LLC
INCREASED
Shares31,907 from 25,240
Change+6,667 (+26%)
Value$1.6M (+$372.5K)
Filed 2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares31,681 from 31,544
Change+137 (+0%)
Value$1.6M (+$57.9K)
Filed 2026-10-29
Eagle Harbor Asset Management Inc
DECREASED
Shares28,703 from 29,308
Change-605 (-2%)
Value$1.4M (+$17.4K)
Filed 2026-10-21
Seneca Financial Advisors LLC
UNCHANGED
Shares28,457 from 28,457
Change0 (0%)
Value$1.4M (+$46.1K)
Filed 2026-10-28
Falcon Wealth Planning
DECREASED
Shares28,065 from 28,510
Change-445 (-2%)
Value$1.4M (+$24.1K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares28,057 from 27,155
Change+902 (+3%)
Value$1.4M (+$88.9K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares27,271 from 29,571
Change-2,300 (-8%)
Value$1.4M (-$66.5K)
Filed 2026-11-03
LTG Capital LLC
DECREASED
Shares27,134 from 27,219
Change-85 (0%)
Value$1.3M (+$39.9K)
Filed 2026-11-04
25 LLC
DECREASED
Shares25,901 from 25,921
Change-20 (0%)
Value$1.3M (+$41.0K)
Filed 2026-10-13
Leisure Capital Management
INCREASED
Shares25,869 from 25,191
Change+678 (+3%)
Value$1.3M (+$74.5K)
Filed 2026-11-03
Oakwell Private Wealth Management, LLC
DECREASED
Shares25,312 from 25,821
Change-509 (-2%)
Value$1.3M (+$16.5K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares24,928 from 24,924
Change+4 (+0%)
Value$1.2M (+$40.6K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
INCREASED
Shares22,623 from 22,193
Change+430 (+2%)
Value$1.1M (+$57.3K)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares22,186 from 22,182
Change+4 (+0%)
Value$1.1M (+$36.1K)
Filed 2026-10-21
James J. Burns & Company, LLC
DECREASED
Shares21,939 from 21,951
Change-12 (0%)
Value$1.1M (+$35.0K)
Filed 2026-10-22
Creekside Partners
DECREASED
Shares21,889 from 22,004
Change-115 (-1%)
Value$1.1M (+$29.9K)
Filed 2026-11-04
Embree Financial Group
DECREASED
Shares21,850 from 24,312
Change-2,462 (-10%)
Value$1.1M (-$83.1K)
Filed 2026-10-22
Aspen Investment Management Inc
UNCHANGED
Shares21,584 from 21,584
Change0 (0%)
Value$1.1K (+$35)
Filed 2026-11-05
Systelligence, LLC
DECREASED
Shares20,309 from 150,934
Change-130,625 (-87%)
Value$14.2M (+$7.0M)
Filed 2026-11-05
ZynergyRetirementPlanningLLC
INCREASED
Shares20,206 from 20,028
Change+178 (+1%)
Value$1.0M (+$41.3K)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED
Shares20,124 from 19,424
Change+700 (+4%)
Value$987.3K (+$55.1K)
Filed 2026-10-13
Blueline Advisors LLC
UNCHANGED
Shares20,116 from 20,116
Change0 (0%)
Value$1.0M (+$32.6K)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares19,697 from 6,811
Change+12,886 (+189%)
Value$979.7K (+$652.0K)
Filed 2026-11-03
Villere ST Denis J & Co LLC
NEW
Shares19,620
Change+19,620
Value$975.9K
Filed 2026-11-04
Yoffe Investment Management, LLC
UNCHANGED
Shares19,452 from 19,452
Change0 (0%)
Value$967.5K (+$31.5K)
Filed 2026-11-02
K2 Financial Inc.
INCREASED
Shares19,288 from 18,028
Change+1,260 (+7%)
Value$947.6K (+$63.7K)
Filed 2026-10-26
CFG Wealth Management Services, Inc.
DECREASED
Shares19,071 from 20,676
Change-1,605 (-8%)
Value$942.3K (-$11.2K)
Filed 2026-10-21
Index Fund Advisors, Inc.
DECREASED
Shares18,792 from 20,290
Change-1,498 (-7%)
Value$934.7K (-$41.6K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares18,233 from 18,166
Change+67 (+0%)
Value$906.9K (+$32.8K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
DECREASED
Shares17,687 from 17,695
Change-8 (0%)
Value$879.8K (+$28.3K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED
Shares17,667 from 18,201
Change-534 (-3%)
Value$878.8K (+$2.9K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares17,575 from 17,718
Change-143 (-1%)
Value$874.2K (+$21.6K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares17,404 from 16,737
Change+667 (+4%)
Value$865.7K (+$60.3K)
Filed 2026-11-05
Envision Financial LLC
DECREASED
Shares17,286 from 18,944
Change-1,658 (-9%)
Value$859.8K (-$51.8K)
Filed 2026-10-15
Collective Family Office LLC
INCREASED
Shares16,021 from 15,470
Change+551 (+4%)
Value$796.9K (+$52.5K)
Filed 2026-10-05
Ferguson Wellman Capital Management, Inc
DECREASED
Shares15,920 from 15,957
Change-37 (0%)
Value$791.9K (+$24.0K)
Filed 2026-10-05
Peak Financial Management, Inc.
DECREASED
Shares15,220 from 15,230
Change-10 (0%)
Value$757.1K (+$24.2K)
Filed 2026-10-16
Altfest L J & Co Inc
INCREASED
Shares15,217 from 15,193
Change+24 (+0%)
Value$756.9K (+$25.8K)
Filed 2026-10-27
Elite Life Management LLC
NEW
Shares15,077
Change+15,077
Value$714.3K
Filed 2026-11-06
Klingman & Associates, LLC
UNCHANGED
Shares14,799 from 14,799
Change0 (0%)
Value$736.1K (+$24.0K)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares14,390 from 12,505
Change+1,885 (+15%)
Value$715.8K (+$114.0K)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares14,376 from 14,376
Change0 (0%)
Value$715.1K (+$23.3K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
DECREASED
Shares13,894 from 14,199
Change-305 (-2%)
Value$691.1K (+$7.8K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares13,786 from 14,049
Change-263 (-2%)
Value$685.7K (+$9.7K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares13,720 from 4,774
Change+8,946 (+187%)
Value$682.4K (+$452.7K)
Filed 2026-10-30
Factor Wealth Management LTD
DECREASED
Shares13,353 from 15,234
Change-1,881 (-12%)
Value$664.2K (-$68.9K)
Filed 2026-10-08
Livet Wealth, LLC
INCREASED
Shares13,023 from 13,018
Change+5 (+0%)
Value$647.7K (+$21.3K)
Filed 2026-10-27
Apella Capital, LLC
NEW
Shares12,665
Change+12,665
Value$623.6K
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares12,254 from 9,464
Change+2,790 (+29%)
Value$609.5K (+$154.1K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
DECREASED
Shares12,024 from 12,050
Change-26 (0%)
Value$598.1K (+$18.2K)
Filed 2026-10-29
Compass Financial Group, Inc
INCREASED
Shares11,961 from 6,456
Change+5,505 (+85%)
Value$594.9K (+$284.3K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
DECREASED
Shares11,946 from 26,491
Change-14,545 (-55%)
Value$594.2K (-$680.5K)
Filed 2026-10-07
Simon Quick Advisors, LLC
INCREASED
Shares11,733 from 11,533
Change+200 (+2%)
Value$583.6K (+$28.6K)
Filed 2026-10-26
Oath Planning, LLC
UNCHANGED
Shares11,498 from 11,498
Change0 (0%)
Value$571.9K (+$18.6K)
Filed 2026-10-20
Hardin Capital Partners, LLC
UNCHANGED
Shares11,432 from 11,432
Change0 (0%)
Value$568.6K (+$18.3K)
Filed 2026-10-09
McLean Asset Management Corp
DECREASED
Shares11,360 from 12,666
Change-1,306 (-10%)
Value$538.2K (-$74.0K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares11,174 from 11,137
Change+37 (+0%)
Value$555.8K (+$19.9K)
Filed 2026-11-06
Lantz Financial LLC
DECREASED
Shares11,046 from 11,333
Change-287 (-3%)
Value$549.4K (+$4.1K)
Filed 2026-10-15
IVC Wealth Advisors LLC
INCREASED
Shares10,814 from 8,440
Change+2,374 (+28%)
Value$537.9K (+$131.8K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares10,809 from 10,733
Change+76 (+1%)
Value$520.1K (+$3.7K)
Filed 2026-11-06
Omega Financial Group, LLC
DECREASED
Shares10,707 from 12,389
Change-1,682 (-14%)
Value$532.6K (-$63.6K)
Filed 2026-10-29
AlphaCore Capital LLC
DECREASED
Shares10,536 from 16,034
Change-5,498 (-34%)
Value$524.1K (-$247.5K)
Filed 2026-11-04
Life Planning Partners, Inc
UNCHANGED
Shares10,338 from 10,338
Change0 (0%)
Value$514.2K (+$16.7K)
Filed 2026-10-28
Chesley Taft & Associates LLC
UNCHANGED
Shares10,296 from 10,296
Change0 (0%)
Value$512.1K (+$16.7K)
Filed 2026-10-13
International Private Wealth Advisors LLC
DECREASED
Shares10,127 from 10,321
Change-194 (-2%)
Value$503.7K (+$7.1K)
Filed 2026-11-05
Ifrah Financial Services, Inc.
DECREASED
Shares10,004 from 10,161
Change-157 (-2%)
Value$497.6K (+$8.7K)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares9,508 from 23,018
Change-13,510 (-59%)
Value$473.0K (-$634.7K)
Filed 2026-11-04
Cooke Wealth Management, LLC
INCREASED
Shares9,318 from 9,243
Change+75 (+1%)
Value$463.5K (+$18.7K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares9,181 from 9,982
Change-801 (-8%)
Value$451.1K (-$29.3K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares9,180 from 11,151
Change-1,971 (-18%)
Value$456.6K (-$80.0K)
Filed 2026-10-22
Visionary Horizons, LLC
INCREASED
Shares9,167 from 8,501
Change+666 (+8%)
Value$456.0K (+$46.9K)
Filed 2026-10-22
Private Wealth Management Group, LLC
DECREASED
Shares9,143 from 9,496
Change-353 (-4%)
Value$454.8K (-$2.2K)
Filed 2026-10-19
Sachem Hill LLC
DECREASED
Shares8,839 from 8,879
Change-40 (0%)
Value$439.7K (+$12.4K)
Filed 2026-10-14
Busey Bank
UNCHANGED
Shares8,293 from 8,293
Change0 (0%)
Value$412.5K (+$13.4K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares8,186 from 20,335
Change-12,149 (-60%)
Value$407.2K (-$571.3K)
Filed 2026-10-21
American Capital Advisory, LLC
DECREASED
Shares8,073 from 8,187
Change-114 (-1%)
Value$401.6K (+$7.6K)
Filed 2026-10-28
Clearstead Advisors, LLC
UNCHANGED
Shares8,068 from 8,068
Change0 (0%)
Value$401.3K (+$13.1K)
Filed 2026-11-06
Garde Capital, Inc.
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$401.2K (+$13.1K)
Filed 2026-10-29
CWC Advisors, Llc.
DECREASED
Shares7,868 from 8,089
Change-221 (-3%)
Value$391.4K (+$2.1K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares7,750 from 8,073
Change-323 (-4%)
Value$385.5K (-$3.0K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares7,470 from 8,691
Change-1,221 (-14%)
Value$363.7K (-$52.6K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares7,267 from 6,536
Change+731 (+11%)
Value$361.5K (+$47.0K)
Filed 2026-10-16
May Hill Capital, LLC
DECREASED
Shares7,257 from 7,584
Change-327 (-4%)
Value$361.0K (-$4.0K)
Filed 2026-11-03
Obermeyer Wealth Partners
UNCHANGED
Shares7,231 from 7,231
Change0 (0%)
Value$359.7K (+$11.7K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares7,202 from 6,563
Change+639 (+10%)
Value$358.2K (+$42.4K)
Filed 2026-10-22
Maseco LLP
DECREASED
Shares7,182 from 7,889
Change-707 (-9%)
Value$357.4K (-$22.0K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
INCREASED
Shares7,182 from 7,130
Change+52 (+1%)
Value$357.2K (+$14.1K)
Filed 2026-10-21
Ballast Financial Advisors LLC
DECREASED
Shares6,972 from 7,982
Change-1,010 (-13%)
Value$346.8K (-$37.3K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares6,959 from 6,855
Change+104 (+2%)
Value$346.1K (+$25.7K)
Filed 2026-10-13
Tranquility Partners, LLC
UNCHANGED
Shares6,853 from 6,853
Change0 (0%)
Value$340.9K (+$11.1K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares6,545 from 5,795
Change+750 (+13%)
Value$325.6K (+$46.7K)
Filed 2026-10-23
Duncker Streett & Co Inc
INCREASED
Shares6,336 from 2,646
Change+3,690 (+139%)
Value$315.2K (+$187.8K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares6,300 from 6,676
Change-376 (-6%)
Value$313.3K (-$7.9K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares6,289 from 6,625
Change-336 (-5%)
Value$312.8K (-$6.0K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares6,243 from 6,224
Change+19 (+0%)
Value$310.5K (+$11.0K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares6,124 from 4,820
Change+1,304 (+27%)
Value$304.6K (+$72.7K)
Filed 2026-11-04
HUB Investment Partners, LLC
NEW
Shares6,123
Change+6,123
Value$304.6K
Filed 2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED
Shares5,882 from 5,882
Change0 (0%)
Value$292.6K (+$9.5K)
Filed 2026-11-02
Ritholtz Wealth Management
INCREASED
Shares5,864 from 5,477
Change+387 (+7%)
Value$291.7K (+$28.1K)
Filed 2026-11-05
Kathmere Capital Management, LLC
UNCHANGED
Shares5,852 from 5,852
Change0 (0%)
Value$291.1K (+$9.5K)
Filed 2026-10-20
Financial Concepts Unlimited, Inc.
INCREASED
Shares5,746 from 5,743
Change+3 (+0%)
Value$285.8K (+$9.5K)
Filed 2026-11-06
Asset Dedication, LLC
DECREASED
Shares5,708 from 6,153
Change-445 (-7%)
Value$283.9K (-$12.2K)
Filed 2026-11-03
Uptown Financial Advisors LLC
DECREASED
Shares5,690 from 5,961
Change-271 (-5%)
Value$283.0K (-$3.8K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares5,623 from 5,623
Change0 (0%)
Value$279.7K (+$9.1K)
Filed 2026-10-23
Black Diamond Financial, LLC
UNCHANGED
Shares5,579 from 5,579
Change0 (0%)
Value$277.5K (+$9.0K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares5,578 from 7,434
Change-1,856 (-25%)
Value$277.5K (-$80.3K)
Filed 2026-10-16
Single Point Partners, LLC
UNCHANGED
Shares5,525 from 5,525
Change0 (0%)
Value$274.8K (+$9.0K)
Filed 2026-10-19
Quadrant Capital Group LLC
UNCHANGED
Shares5,511 from 5,511
Change0 (0%)
Value$271.7K (+$6.5K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
DECREASED
Shares5,361 from 9,569
Change-4,208 (-44%)
Value$266.7K (-$193.8K)
Filed 2026-10-29
Aurelius Family Office LLC
DECREASED
Shares5,224 from 5,339
Change-115 (-2%)
Value$259.8K (+$2.9K)
Filed 2026-10-23
North Forty Two & Co.
UNCHANGED
Shares5,067 from 5,067
Change0 (0%)
Value$252.0K (+$8.2K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,045 from 4,420
Change+625 (+14%)
Value$251.0K (+$38.2K)
Filed 2026-10-08
Sensible Money, LLC
UNCHANGED
Shares5,035 from 5,035
Change0 (0%)
Value$250.4K (+$8.2K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares5,018 from 4,464
Change+554 (+12%)
Value$249.6K (+$34.8K)
Filed 2026-11-04
Brickley Wealth Management
INCREASED
Shares5,015 from 4,856
Change+159 (+3%)
Value$249.4K (+$15.8K)
Filed 2026-11-04
Vista Capital Partners, Inc.
DECREASED
Shares5,013 from 5,539
Change-526 (-9%)
Value$249.3K (-$17.2K)
Filed 2026-11-06
MBL Wealth, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$248.7K (+$8.1K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares4,966 from 2,933
Change+2,033 (+69%)
Value$247.0K (+$105.9K)
Filed 2026-11-04
Odyssey Capital Advisors, Inc.
INCREASED
Shares4,940 from 4,830
Change+110 (+2%)
Value$245.7K (+$13.3K)
Filed 2026-10-26
Accredited Investors Inc.
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$233.3K (+$7.6K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares4,632 from 2,089
Change+2,543 (+122%)
Value$230.4K (+$129.9K)
Filed 2026-10-08
Manuka Financial, LLC
UNCHANGED
Shares4,597 from 4,597
Change0 (0%)
Value$228.7K (+$7.4K)
Filed 2026-10-16
Advus Financial Partners, LLC
DECREASED
Shares4,553 from 4,562
Change-9 (0%)
Value$226.5K (+$7.0K)
Filed 2026-10-20
Landmark Wealth Management, LLC
DECREASED
Shares4,504 from 4,529
Change-25 (-1%)
Value$224.0K (+$6.1K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$223.8K (+$7.3K)
Filed 2026-10-21
Parcion Private Wealth LLC
UNCHANGED
Shares4,471 from 4,471
Change0 (0%)
Value$222.4K (+$7.2K)
Filed 2026-10-28
Ironsides Asset Advisors, LLC
DECREASED
Shares4,470 from 4,490
Change-20 (0%)
Value$222.3K (+$6.3K)
Filed 2026-10-20
Evanson Financial, LLC
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$220.5K (+$7.2K)
Filed 2026-10-23
Clarity Capital Advisors, LLC
UNCHANGED
Shares4,402 from 4,402
Change0 (0%)
Value$219.0K (+$7.1K)
Filed 2026-10-27
Auxano Advisors, LLC
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$214.7K (+$7.0K)
Filed 2026-11-06
Ballentine Capital Advisors, Inc
NEW
Shares4,119
Change+4,119
Value$204.9K
Filed 2026-10-14
Carolina Wealth Advisors, LLC
DECREASED
Shares4,075 from 4,549
Change-474 (-10%)
Value$202.7K (-$16.2K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares3,687
Change+3,687
Value$183.4K
Filed 2026-10-21
Exchange Traded Concepts, LLC
UNCHANGED
Shares3,612 from 3,612
Change0 (0%)
Value$179.7K (+$5.9K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$156.9K (+$5.1K)
Filed 2026-10-27
Compass Financial Management LLC
INCREASED
Shares3,031 from 3,016
Change+15 (+1%)
Value$150.8K (+$5.6K)
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares2,797 from 1,773
Change+1,024 (+58%)
Value$139.1K (+$53.8K)
Filed 2026-10-15
Raleigh Capital Management Inc.
INCREASED
Shares2,745 from 2,377
Change+368 (+15%)
Value$136.6K (+$22.2K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares2,532 from 2,439
Change+93 (+4%)
Value$126.0K (+$8.6K)
Filed 2026-11-05
Clearstead Trust, LLC
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$117.4K (+$3.8K)
Filed 2026-11-06
Bayban
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$108.3K ($0)
Filed 2026-11-05
Daytona Street Capital LLC
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$109.2K (+$2.9K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares2,051 from 673
Change+1,378 (+205%)
Value$102.0K (+$69.6K)
Filed 2026-11-06
Access Investment Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$99.5K (+$3.2K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$98 (+$3)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,829 from 1,912
Change-83 (-4%)
Value$91.0K (-$1.0K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$87.8K (+$2.9K)
Filed 2026-10-28
Newton One Investments LLC
DECREASED
Shares1,632 from 1,904
Change-272 (-14%)
Value$81.2K (-$10.4K)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
NEW
Shares1,588
Change+1,588
Value$79.0K
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares1,447 from 2,436
Change-989 (-41%)
Value$72.0K (-$45.3K)
Filed 2026-10-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$69.6K (+$2.3K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$69.2K (+$2.3K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares1,354 from 1,768
Change-414 (-23%)
Value$67.4K (-$17.7K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$54.1K (+$1.8K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
INCREASED
Shares1,075 from 986
Change+89 (+9%)
Value$53.5K (+$6.0K)
Filed 2026-10-16
Abound Wealth Management
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$51.2K (+$1.7K)
Filed 2026-10-26
First Community Trust NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.7K (+$1.6K)
Filed 2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$48.2K (+$1.6K)
Filed 2026-10-15
CX Institutional
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$48 (+$2)
Filed 2026-10-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$45.3K (+$1.5K)
Filed 2026-10-21
Fairway Wealth LLC
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$43.7K (+$1.4K)
Filed 2026-10-30
UMB Bank, n.a.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$37.3K (+$1.2K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares746 from 594
Change+152 (+26%)
Value$37.1K (+$8.5K)
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$36.0K (+$1.2K)
Filed 2026-10-16
IMG Wealth Management, Inc.
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$35.1K (+$1.1K)
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$34.0K (+$1.1K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares678 from 61
Change+617 (+1011%)
Value$33.7K (+$30.8K)
Filed 2026-11-03
Activest Wealth Management
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$30.4K (+$990)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares541 from 353
Change+188 (+53%)
Value$26.9K (+$9.9K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$26.7K (+$869)
Filed 2026-10-13
Burk Holdings LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$24.6K (+$801)
Filed 2026-11-05
TFC Financial Management, Inc.
DECREASED
Shares478 from 479
Change-1 (0%)
Value$23.8K (+$726)
Filed 2026-10-26
Hoey Investments, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$22.4K (+$729)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$21.9K (+$713)
Filed 2026-10-23
Angeles Wealth Management, LLC
DECREASED
Shares420 from 1,899
Change-1,479 (-78%)
Value$20.9K (-$70.5K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares392 from 25
Change+367 (+1468%)
Value$19.5K (+$18.3K)
Filed 2026-11-05
4Thought Financial Group Inc.
INCREASED
Shares385 from 379
Change+6 (+2%)
Value$19.1K (+$870)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$18.5K (+$602)
Filed 2026-11-04
PFC Capital Group, Inc.
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$18.4K (+$18.3K)
Filed 2026-11-06
PFS Partners, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$17.2K (+$561)
Filed 2026-10-21
Grey Ledge Advisors, LLC
INCREASED
Shares279 from 258
Change+21 (+8%)
Value$13.9K (+$1.4K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$13.2K (+$430)
Filed 2026-10-15
Security National Bank
NEW
Shares259
Change+259
Value$12.9K
Filed 2026-10-26
McCarley & Cook Financial Planners
INCREASED
Shares247 from 105
Change+142 (+135%)
Value$12.3K (+$7.2K)
Filed 2026-10-21
Financial Consulate, Inc
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$12.2K (+$397)
Filed 2026-10-23
Wagner Wealth Management, LLC
DECREASED
Shares241 from 246
Change-5 (-2%)
Value$12.0K (+$131)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$10.6K (+$346)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares211
Change+211
Value$10.5K
Filed 2026-11-05
Wilkerson Advisory Group LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$10.4K (+$340)
Filed 2026-10-20
Key Capital Management, Inc
DECREASED
Shares203 from 212
Change-9 (-4%)
Value$10.1K (-$104)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares198
Change+198
Value$9.8K
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$9.8K (+$321)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares172 from 114
Change+58 (+51%)
Value$8.6K (+$3.1K)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.5K (+$243)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares143 from 122
Change+21 (+17%)
Value$7.1K (+$1.2K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.9K (+$225)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares126
Change+126
Value$6.3K
Filed 2026-10-27
Montgomery Financial Services LLC
NEW
Shares125
Change+125
Value$6.2K
Filed 2026-11-03
Tompkins Financial Corp
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.4K (+$175)
Filed 2026-10-05
Triumph Capital Management
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$5.3K (+$173)
Filed 2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$4.4K (+$144)
Filed 2026-10-16
Kozak & Associates, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$4.2K (+$41)
Filed 2026-10-29
Archer Investment Corp
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$4.1K (+$135)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares82
Change+82
Value$4.1K
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares80 from 62
Change+18 (+29%)
Value$4.0K (+$1.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares80 from 66
Change+14 (+21%)
Value$4.0K (+$803)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares71
Change+71
Value$3.5K
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.2K (+$103)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares52 from 12
Change+40 (+333%)
Value$2.6K (+$2.0K)
Filed 2026-11-02
Pillar Financial Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.5K (+$81)
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (+$60)
Filed 2026-10-28
Downshift Financial, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (+$61)
Filed 2026-10-13
Community Bank, N.A.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.6K (+$54)
Filed 2026-11-06
Financial Management Professionals, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.4K (+$47)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.4K (+$47)
Filed 2026-10-16
Salomon & Ludwin, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.3K (+$41)
Filed 2026-10-29
Bfsg, LLC
DECREASED
Shares26 from 36
Change-10 (-28%)
Value$1.3K (-$439)
Filed 2026-10-30
3 Factor Indexing, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (+$40)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
NEW
Shares22
Change+22
Value$1.1K
Filed 2026-10-20
Gen-Wealth Partners Inc
NEW
Shares22
Change+22
Value$1.1K
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$995 (+$33)
Filed 2026-10-30
Noble Wealth Management PBC
NEW
Shares18
Change+18
Value$895
Filed 2026-10-01
Valued Wealth Advisors LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$796 (+$26)
Filed 2026-11-05
Chilton Capital Management LLC
NEW
Shares15
Change+15
Value$747
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares15
Change+15
Value$746
Filed 2026-11-03
Networth Advisors, LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$696 (-$26)
Filed 2026-11-03
Mosley Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$633 (+$7)
Filed 2026-10-16
First Pacific Financial
NEW
Shares11
Change+11
Value$548
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$99 (+$3)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 467,217
Change-467,217 (-100%)
Value$0 (-$467.2K)
Filed 2026-10-14
MGO One Seven LLC
CLOSED
Shares0 from 27,898
Change-27,898 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Nations Financial Group Inc,
CLOSED
Shares0 from 17,164
Change-17,164 (-100%)
Value$0 (-$826.0K)
Filed 2026-11-05
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 17,040
Change-17,040 (-100%)
Value$0 (-$820.0K)
Filed 2026-11-05
Flaharty Asset Management, LLC
CLOSED
Shares0 from 7,790
Change-7,790 (-100%)
Value$0 (-$378.2K)
Filed 2026-11-02
One Wealth Capital Management, LLC
CLOSED
Shares0 from 7,184
Change-7,184 (-100%)
Value$0 (-$345.7K)
Filed 2026-10-23
Worth Asset Management, LLC
CLOSED
Shares0 from 5,511
Change-5,511 (-100%)
Value$0 (-$265.2K)
Filed 2026-10-07
Broussard Financial Group LLC
CLOSED
Shares0 from 4,507
Change-4,507 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-26
Evolution Advisers, Inc.
CLOSED
Shares0 from 3,153
Change-3,153 (-100%)
Value$0 (-$151.0K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 1,190
Change-1,190 (-100%)
Value$0 (-$57.3K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-13
CrossGen Wealth, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-26
Addison Advisors LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1)
Filed 2026-11-04
American National Bank & Trust
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$240)
Filed 2026-10-07
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,476,230
Change-4,476,230 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,512,185
Change-2,512,185 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,703,083
Change-1,703,083 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,486,015
Change-1,486,015 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,165,313
Change-1,165,313 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 962,706
Change-962,706 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 721,412
Change-721,412 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 613,957
Change-613,957 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 417,548
Change-417,548 (-100%)
Value—
UBS Group AG
N/A
Shares— from 414,546
Change-414,546 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 326,183
Change-326,183 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 317,380
Change-317,380 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 306,226
Change-306,226 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 298,760
Change-298,760 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 285,394
Change-285,394 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 256,952
Change-256,952 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 253,359
Change-253,359 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 247,601
Change-247,601 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 213,741
Change-213,741 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 213,083
Change-213,083 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 206,225
Change-206,225 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 192,503
Change-192,503 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 192,366
Change-192,366 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 185,849
Change-185,849 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 183,072
Change-183,072 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 177,195
Change-177,195 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 174,538
Change-174,538 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 173,811
Change-173,811 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 170,742
Change-170,742 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 170,280
Change-170,280 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 162,240
Change-162,240 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 160,420
Change-160,420 (-100%)
Value—
FMR LLC
N/A
Shares— from 141,176
Change-141,176 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 133,480
Change-133,480 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 130,096
Change-130,096 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 128,878
Change-128,878 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 126,697
Change-126,697 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 120,167
Change-120,167 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 118,821
Change-118,821 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 104,466
Change-104,466 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 99,067
Change-99,067 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 95,677
Change-95,677 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 86,382
Change-86,382 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 83,833
Change-83,833 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 80,598
Change-80,598 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 79,814
Change-79,814 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 75,548
Change-75,548 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 74,305
Change-74,305 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 72,972
Change-72,972 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 70,138
Change-70,138 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 70,116
Change-70,116 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 66,986
Change-66,986 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 61,622
Change-61,622 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 55,786
Change-55,786 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 55,563
Change-55,563 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 47,770
Change-47,770 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 43,652
Change-43,652 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 43,162
Change-43,162 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,033
Change-43,033 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 38,184
Change-38,184 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 36,229
Change-36,229 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 35,971
Change-35,971 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 35,183
Change-35,183 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 34,406
Change-34,406 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 34,001
Change-34,001 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,107
Change-32,107 (-100%)
Value—
Commerce Bank
N/A
Shares— from 29,384
Change-29,384 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 29,313
Change-29,313 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 29,083
Change-29,083 (-100%)
Value—
Nwam LLC
N/A
Shares— from 27,037
Change-27,037 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,105
Change-26,105 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,104
Change-25,104 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,402
Change-24,402 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,238
Change-24,238 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 23,550
Change-23,550 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,746
Change-22,746 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 20,168
Change-20,168 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 19,894
Change-19,894 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,572
Change-17,572 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 16,799
Change-16,799 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,625
Change-16,625 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,593
Change-16,593 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 16,390
Change-16,390 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,274
Change-16,274 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,115
Change-16,115 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,831
Change-15,831 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,408
Change-14,408 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,355
Change-14,355 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,635
Change-13,635 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,167
Change-13,167 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 12,512
Change-12,512 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,174
Change-12,174 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,260
Change-11,260 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,260
Change-11,260 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,539
Change-10,539 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 9,302
Change-9,302 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,661
Change-8,661 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 8,618
Change-8,618 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 7,779
Change-7,779 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Members Trust Co
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
&partners
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 5,572
Change-5,572 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Motco
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 928
Change-928 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 806
Change-806 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 685
Change-685 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 589
Change-589 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 559
Change-559 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 522
Change-522 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 502
Change-502 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 386
Change-386 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 348
Change-348 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 340
Change-340 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 110
Change-110 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Logan Capital Management Inc
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED2,623,9592,829,312-205,353-7%$136.1M$130.5M-$5.6M2026-11-02
Savant Capital, LLC
DECREASED1,868,3183,916,077-2,047,759-52%$185.7M$92.9M-$92.7M2026-11-06
McAdam, LLC
INCREASED1,780,6621,711,610+69,052+4%$82.4M$88.6M+$6.2M2026-10-21
Johnson Financial Group, LLC
INCREASED1,354,6931,131,199+223,494+20%$54.4M$67.4M+$12.9M2026-11-03
PNC Financial Services Group, Inc.
DECREASED1,214,2141,242,614-28,400-2%$59.8M$60.4M+$600.4K2026-11-06
Mather Group, Llc.
DECREASED1,092,3971,103,737-11,340-1%$53.1M$54.3M+$1.2M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,055,721951,415+104,306+11%$45.8M$52.5M+$6.7M2026-10-27
Choreo, LLC
INCREASED818,191813,788+4,403+1%$39.2M$40.7M+$1.5M2026-10-28
Charles Schwab Trust Co
INCREASED622,619619,205+3,414+1%$29.8M$31.0M+$1.2M2026-10-15
Vise Technologies, Inc.
INCREASED523,754491,169+32,585+7%$23.6M$26.1M+$2.4M2026-10-29
GHP Investment Advisors, Inc.
INCREASED481,817481,697+120+0%$23.2M$24.0M+$786.3K2026-10-15
Fund Evaluation Group, LLC
INCREASED479,947246,963+232,984+94%$11.9M$23.9M+$12.0M2026-11-05
Diversify Wealth Management, LLC
INCREASED371,943347,506+24,437+7%$16.7M$18.1M+$1.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED371,943347,506+24,437+7%$16.7M$18.1M+$1.4M2026-10-20
Tortoise Investment Management, LLC
INCREASED367,986365,315+2,671+1%$17.6M$18.3M+$724.7K2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED297,815296,679+1,136+0%$14.3M$14.8M+$537.1K2026-10-30
Brooklyn FI, LLC
INCREASED276,361260,222+16,139+6%$12.6M$13.5M+$926.2K2026-11-05
White & Co Financial Planning Inc
INCREASED267,152265,459+1,693+1%$12.8M$12.5M-$287.2K2026-10-16
Clearwater Capital Advisors, LLC
INCREASED214,631204,909+9,722+5%$9.9M$10.7M+$815.5K2026-11-06
Perigon Wealth Management, LLC
INCREASED207,613203,051+4,562+2%$9.8M$10.3M+$555.8K2026-10-22
BlueSky Wealth Advisors, LLC
INCREASED202,538191,915+10,623+6%$9.2M$10.1M+$839.3K2026-10-29
HBK Sorce Advisory LLC
INCREASED201,49977,863+123,636+159%$3.9M$9.5M+$5.6M2026-11-06
Oarsman Capital, Inc.
DECREASED185,601189,176-3,575-2%$9.1M$9.2M+$128.6K2026-11-05
HB Wealth Management, LLC
INCREASED178,50572,724+105,781+145%$3.5M$8.9M+$5.4M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED171,481171,272+209+0%$7.3M$7.4M+$85.3K2026-10-13
Courage Miller Partners, LLC
INCREASED169,076168,438+638+0%$8.1M$8.4M+$304.6K2026-10-21
Plancorp, LLC
INCREASED164,59875,668+88,930+118%$3.6M$7.9M+$4.3M2026-11-03
Procyon Advisors, LLC
INCREASED159,226156,738+2,488+2%$7.5M$7.9M+$377.7K2026-10-21
Arnold Financial Planning LLC
INCREASED155,521138,331+17,190+12%$6.7M$7.7M+$1.1M2026-10-20
King Luther Capital Management Corp
UNCHANGED153,528153,52800%$7.4M$7.6M+$248.7K2026-11-05
Mission Wealth Management, LP
DECREASED152,537173,459-20,922-12%$8.3M$7.6M-$759.7K2026-10-15
West Paces Advisors Inc.
INCREASED149,023148,122+901+1%$7.1M$7.4M+$284.8K2026-10-13
Wedmont Private Capital
DECREASED143,716146,761-3,045-2%$7.1M$7.1M-$37.8K2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED141,847141,932-850%$6.8M$7.1M+$225.7K2026-10-20
Asset Allocation Strategies LLC
INCREASED134,222123,208+11,014+9%$5.9M$6.7M+$747.4K2026-10-20
TD Waterhouse Canada Inc.
INCREASED130,530116,104+14,426+12%$5.6M$6.4M+$844.5K2026-10-16
LPL Financial LLC
DECREASED125,213126,816-1,603-1%$6.1M$6.2M+$125.7K2026-11-06
Ashton Thomas Securities, LLC
INCREASED124,153114,520+9,633+8%$5.5M$6.2M+$651.3K2026-10-26
Brucke Financial, Inc.
INCREASED122,717118,713+4,004+3%$5.7M$6.1M+$391.5K2026-10-23
Stewardship Advisors, LLC
INCREASED115,503114,576+927+1%$5.5M$5.7M+$231.7K2026-10-20
Robinswood Financial LLC
DECREASED108,560116,721-8,161-7%$5.6M$5.3M-$336.3K2026-10-20
Columbus Macro, LLC
INCREASED106,108105,277+831+1%$5.1M$5.3M+$211.9K2026-10-14
Commonwealth Financial Services, LLC
INCREASED98,71886,560+12,158+14%$4.2M$4.9M+$745.0K2026-10-20
Traveka Wealth, LLC
DECREASED97,03399,027-1,994-2%$4.8M$4.8M+$61.2K2026-10-19
Elmwood Wealth Management, Inc.
INCREASED95,92491,804+4,120+4%$4.4M$4.8M+$353.7K2026-10-14
Bell Investment Advisors, Inc
DECREASED94,71498,683-3,969-4%$4.7M$4.7M-$37.6K2026-10-29
Compound Planning, Inc.
DECREASED92,09695,665-3,569-4%$4.6M$4.6M-$22.6K2026-11-05
St. Louis Trust Co
INCREASED91,67187,162+4,509+5%$37.0M$4.6M-$32.4M2026-11-03
Cornerstone Wealth Advisors, Inc.
INCREASED82,16679,382+2,784+4%$3.8M$4.1M+$267.1K2026-10-16
Evergreen Capital Management LLC
DECREASED81,67785,622-3,945-5%$4.1M$4.1M-$57.5K2026-10-23
Manske Wealth Management
INCREASED76,77969,875+6,904+10%$3.4M$3.8M+$456.6K2026-10-26
Patriot Investment Management Group, Inc.
DECREASED76,20778,685-2,478-3%$3.8M$3.8M+$4.2K2026-10-15
Morton Brown Family Wealth, LLC
DECREASED68,36368,674-3110%$3.3M$3.4M+$95.8K2026-10-23
Tradewinds Capital Management, LLC
INCREASED67,35558,638+8,717+15%$2.8M$3.4M+$528.6K2026-10-23
BCS Wealth Management
INCREASED64,04860,795+3,253+5%$2.9M$3.2M+$260.3K2026-11-03
Stone Summit Wealth LLC
INCREASED63,97558,048+5,927+10%$2.8M$3.2M+$388.8K2026-10-14
Cabot Wealth Management Inc
INCREASED61,63659,461+2,175+4%$2.9M$3.1M+$204.5K2026-11-05
Aire Advisors, LLC
DECREASED61,04762,041-994-2%$3.0M$3.0M+$51.1K2026-10-22
Lido Advisors, LLC
INCREASED60,88935,167+25,722+73%$1.7M$3.0M+$1.3M2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED60,85360,85300%$2.9M$2.9M$02026-10-22
Abacus Planning Group, Inc.
DECREASED59,78760,193-406-1%$2.9M$3.0M+$77.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED59,33454,310+5,024+9%$2.6M$3.0K-$2.6M2026-11-02
Noble Family Wealth, LLC
DECREASED56,17456,360-1860%$2.7M$2.8M+$82.1K2026-10-26
Colony Family Offices, LLC
INCREASED55,54947,886+7,663+16%$2.3M$2.8M+$458.7K2026-10-22
Carter Financial Group, Inc.
DECREASED51,74251,810-680%$2.5M$2.6M+$80.6K2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED49,70749,803-960%$2.4M$2.5M+$75.9K2026-11-04
Amicus Financial Advisors, LLC
INCREASED48,84148,637+204+0%$2.3M$2.4M+$88.9K2026-11-03
Summit Wealth Group LLC / Co
NEW48,343—+48,343——$2.4M—2026-10-29
Valley National Advisers Inc
DECREASED47,51151,437-3,926-8%$2.5M$2.4M-$111.9K2026-10-23
Shakespeare Wealth Management, LLC
DECREASED47,20247,356-1540%$2.3M$2.3M+$69.1K2026-10-28
Modera Wealth Management, LLC
DECREASED45,32845,360-320%$2.2M$2.3M+$71.9K2026-10-28
Breakwater Investment Management
INCREASED43,94011,618+32,322+278%$559.0K$2.2M+$1.6M2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED42,99541,848+1,147+3%$2.0M$2.1M+$124.8K2026-10-22
Phillip James Consulting Co.
DECREASED42,19643,205-1,009-2%$2.1M$2.1M+$19.8K2026-11-03
Grove Street Fiduciary, LLC
DECREASED41,89244,914-3,022-7%$2.2M$2.1M-$77.6K2026-10-13
Braun-Bostich & Associates Inc.
INCREASED41,35041,087+263+1%$2.0M$2.1M+$79.6K2026-10-20
Central Trust Co
INCREASED40,26740,058+209+1%$1.9M$2.0M+$75.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED38,90037,809+1,091+3%$1.8M$1.9M+$115.5K2026-10-08
Stevens Capital Partners
INCREASED38,73034,467+4,263+12%$1.7M$1.9M+$267.9K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED38,320101,548-63,228-62%$4.9M$1.9M-$3.0M2026-10-16
Guardian Financial Partners, LLC
INCREASED38,27137,741+530+1%$1.8M$1.9M+$87.5K2026-11-04
Foster Group, Inc.
INCREASED38,06838,057+11+0%$1.8M$1.9M+$62.2K2026-10-13
American Financial & TAX Strategies Inc
INCREASED37,39236,675+717+2%$1.8M$1.9M+$95.1K2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED36,57837,080-502-1%$1.8M$1.8M+$35.1K2026-10-13
Focus Financial Network, Inc.
INCREASED35,48535,294+191+1%$1.7M$1.8M+$66.7K2026-10-14
ACT Wealth Management, LLC
INCREASED35,47935,467+12+0%$1.7M$1.8M+$58.1K2026-10-09
Commonwealth Equity Services, LLC
DECREASED35,22836,139-911-3%$1.7M$1.8M+$13.2K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED34,75834,553+205+1%$1.7M$1.7M+$66.2K2026-11-02
Upper Left Wealth Management, LLC
DECREASED33,89497,490-63,596-65%$4.7M$1.7M-$3.0M2026-10-14
Fonville Wealth Management LLC
DECREASED33,79035,256-1,466-4%$1.7M$1.7M-$15.8K2026-10-28
US Bancorp \de\
INCREASED33,14232,352+790+2%$1.6M$1.6M+$91.7K2026-11-05
Integris Wealth Management, LLC
UNCHANGED32,41632,41600%$1.6M$1.6M+$52.5K2026-10-14
Avestar Capital, LLC
INCREASED31,90725,240+6,667+26%$1.2M$1.6M+$372.5K2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED31,68131,544+137+0%$1.5M$1.6M+$57.9K2026-10-29
Eagle Harbor Asset Management Inc
DECREASED28,70329,308-605-2%$1.4M$1.4M+$17.4K2026-10-21
Seneca Financial Advisors LLC
UNCHANGED28,45728,45700%$1.4M$1.4M+$46.1K2026-10-28
Falcon Wealth Planning
DECREASED28,06528,510-445-2%$1.4M$1.4M+$24.1K2026-11-06
IFP Advisors, Inc
INCREASED28,05727,155+902+3%$1.3M$1.4M+$88.9K2026-10-16
Wealth Architects, LLC
DECREASED27,27129,571-2,300-8%$1.4M$1.4M-$66.5K2026-11-03
LTG Capital LLC
DECREASED27,13427,219-850%$1.3M$1.3M+$39.9K2026-11-04
25 LLC
DECREASED25,90125,921-200%$1.2M$1.3M+$41.0K2026-10-13
Leisure Capital Management
INCREASED25,86925,191+678+3%$1.2M$1.3M+$74.5K2026-11-03
Oakwell Private Wealth Management, LLC
DECREASED25,31225,821-509-2%$1.2M$1.3M+$16.5K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED24,92824,924+4+0%$1.2M$1.2M+$40.6K2026-10-21
Tempus Wealth Planning, LLC
INCREASED22,62322,193+430+2%$1.1M$1.1M+$57.3K2026-10-14
Fifth Third Securities, Inc.
INCREASED22,18622,182+4+0%$1.1M$1.1M+$36.1K2026-10-21
James J. Burns & Company, LLC
DECREASED21,93921,951-120%$1.1M$1.1M+$35.0K2026-10-22
Creekside Partners
DECREASED21,88922,004-115-1%$1.1M$1.1M+$29.9K2026-11-04
Embree Financial Group
DECREASED21,85024,312-2,462-10%$1.2M$1.1M-$83.1K2026-10-22
Aspen Investment Management Inc
UNCHANGED21,58421,58400%$1.0K$1.1K+$352026-11-05
Systelligence, LLC
DECREASED20,309150,934-130,625-87%$7.3M$14.2M+$7.0M2026-11-05
ZynergyRetirementPlanningLLC
INCREASED20,20620,028+178+1%$963.7K$1.0M+$41.3K2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED20,12419,424+700+4%$932.2K$987.3K+$55.1K2026-10-13
Blueline Advisors LLC
UNCHANGED20,11620,11600%$968.0K$1.0M+$32.6K2026-10-15
Ethic Inc.
INCREASED19,6976,811+12,886+189%$327.7K$979.7K+$652.0K2026-11-03
Villere ST Denis J & Co LLC
NEW19,620—+19,620——$975.9K—2026-11-04
Yoffe Investment Management, LLC
UNCHANGED19,45219,45200%$936.0K$967.5K+$31.5K2026-11-02
K2 Financial Inc.
INCREASED19,28818,028+1,260+7%$883.9K$947.6K+$63.7K2026-10-26
CFG Wealth Management Services, Inc.
DECREASED19,07120,676-1,605-8%$953.4K$942.3K-$11.2K2026-10-21
Index Fund Advisors, Inc.
DECREASED18,79220,290-1,498-7%$976.4K$934.7K-$41.6K2026-11-05
Avior Wealth Management, LLC
INCREASED18,23318,166+67+0%$874.1K$906.9K+$32.8K2026-10-13
Investment Partners Asset Management, Inc.
DECREASED17,68717,695-80%$851.5K$879.8K+$28.3K2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED17,66718,201-534-3%$875.8K$878.8K+$2.9K2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED17,57517,718-143-1%$852.6K$874.2K+$21.6K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED17,40416,737+667+4%$805.4K$865.7K+$60.3K2026-11-05
Envision Financial LLC
DECREASED17,28618,944-1,658-9%$911.6K$859.8K-$51.8K2026-10-15
Collective Family Office LLC
INCREASED16,02115,470+551+4%$744.4K$796.9K+$52.5K2026-10-05
Ferguson Wellman Capital Management, Inc
DECREASED15,92015,957-370%$767.9K$791.9K+$24.0K2026-10-05
Peak Financial Management, Inc.
DECREASED15,22015,230-100%$732.9K$757.1K+$24.2K2026-10-16
Altfest L J & Co Inc
INCREASED15,21715,193+24+0%$731.1K$756.9K+$25.8K2026-10-27
Elite Life Management LLC
NEW15,077—+15,077——$714.3K—2026-11-06
Klingman & Associates, LLC
UNCHANGED14,79914,79900%$712.1K$736.1K+$24.0K2026-10-20
Balboa Wealth Partners
INCREASED14,39012,505+1,885+15%$601.7K$715.8K+$114.0K2026-10-20
Parkside Financial Bank & Trust
UNCHANGED14,37614,37600%$691.8K$715.1K+$23.3K2026-10-27
Wealthcare Advisory Partners LLC
DECREASED13,89414,199-305-2%$683.3K$691.1K+$7.8K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED13,78614,049-263-2%$676.0K$685.7K+$9.7K2026-11-04
Truist Financial Corp
INCREASED13,7204,774+8,946+187%$229.7K$682.4K+$452.7K2026-10-30
Factor Wealth Management LTD
DECREASED13,35315,234-1,881-12%$733.0K$664.2K-$68.9K2026-10-08
Livet Wealth, LLC
INCREASED13,02313,018+5+0%$626.4K$647.7K+$21.3K2026-10-27
Apella Capital, LLC
NEW12,665—+12,665——$623.6K—2026-10-08
Bank of New York Mellon Corp
INCREASED12,2549,464+2,790+29%$455.4K$609.5K+$154.1K2026-11-05
Blue Bell Private Wealth Management, LLC
DECREASED12,02412,050-260%$579.8K$598.1K+$18.2K2026-10-29
Compass Financial Group, Inc
INCREASED11,9616,456+5,505+85%$310.7K$594.9K+$284.3K2026-10-13
Elevation Wealth Partners, LLC
DECREASED11,94626,491-14,545-55%$1.3M$594.2K-$680.5K2026-10-07
Simon Quick Advisors, LLC
INCREASED11,73311,533+200+2%$555.0K$583.6K+$28.6K2026-10-26
Oath Planning, LLC
UNCHANGED11,49811,49800%$553.3K$571.9K+$18.6K2026-10-20
Hardin Capital Partners, LLC
UNCHANGED11,43211,43200%$550.3K$568.6K+$18.3K2026-10-09
McLean Asset Management Corp
DECREASED11,36012,666-1,306-10%$612.3K$538.2K-$74.0K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED11,17411,137+37+0%$535.9K$555.8K+$19.9K2026-11-06
Lantz Financial LLC
DECREASED11,04611,333-287-3%$545.3K$549.4K+$4.1K2026-10-15
IVC Wealth Advisors LLC
INCREASED10,8148,440+2,374+28%$406.1K$537.9K+$131.8K2026-10-23
Allworth Financial LP
INCREASED10,80910,733+76+1%$516.4K$520.1K+$3.7K2026-11-06
Omega Financial Group, LLC
DECREASED10,70712,389-1,682-14%$596.1K$532.6K-$63.6K2026-10-29
AlphaCore Capital LLC
DECREASED10,53616,034-5,498-34%$771.6K$524.1K-$247.5K2026-11-04
Life Planning Partners, Inc
UNCHANGED10,33810,33800%$497.5K$514.2K+$16.7K2026-10-28
Chesley Taft & Associates LLC
UNCHANGED10,29610,29600%$495.4K$512.1K+$16.7K2026-10-13
International Private Wealth Advisors LLC
DECREASED10,12710,321-194-2%$496.6K$503.7K+$7.1K2026-11-05
Ifrah Financial Services, Inc.
DECREASED10,00410,161-157-2%$489.0K$497.6K+$8.7K2026-10-13
Smart Wealth LLC
DECREASED9,50823,018-13,510-59%$1.1M$473.0K-$634.7K2026-11-04
Cooke Wealth Management, LLC
INCREASED9,3189,243+75+1%$444.8K$463.5K+$18.7K2026-10-13
Krilogy Financial LLC
DECREASED9,1819,982-801-8%$480.3K$451.1K-$29.3K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED9,18011,151-1,971-18%$536.6K$456.6K-$80.0K2026-10-22
Visionary Horizons, LLC
INCREASED9,1678,501+666+8%$409.1K$456.0K+$46.9K2026-10-22
Private Wealth Management Group, LLC
DECREASED9,1439,496-353-4%$456.9K$454.8K-$2.2K2026-10-19
Sachem Hill LLC
DECREASED8,8398,879-400%$427.3K$439.7K+$12.4K2026-10-14
Busey Bank
UNCHANGED8,2938,29300%$399.1K$412.5K+$13.4K2026-10-26
Axxcess Wealth Management, LLC
DECREASED8,18620,335-12,149-60%$978.5K$407.2K-$571.3K2026-10-21
American Capital Advisory, LLC
DECREASED8,0738,187-114-1%$394.0K$401.6K+$7.6K2026-10-28
Clearstead Advisors, LLC
UNCHANGED8,0688,06800%$388.2K$401.3K+$13.1K2026-11-06
Garde Capital, Inc.
UNCHANGED8,0658,06500%$388.1K$401.2K+$13.1K2026-10-29
CWC Advisors, Llc.
DECREASED7,8688,089-221-3%$389.2K$391.4K+$2.1K2026-10-15
Dynamic Advisor Solutions LLC
DECREASED7,7508,073-323-4%$388.5K$385.5K-$3.0K2026-10-13
Sovran Advisors, LLC
DECREASED7,4708,691-1,221-14%$416.3K$363.7K-$52.6K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED7,2676,536+731+11%$314.6K$361.5K+$47.0K2026-10-16
May Hill Capital, LLC
DECREASED7,2577,584-327-4%$365.0K$361.0K-$4.0K2026-11-03
Obermeyer Wealth Partners
UNCHANGED7,2317,23100%$348.0K$359.7K+$11.7K2026-10-21
Brookstone Capital Management
INCREASED7,2026,563+639+10%$315.8K$358.2K+$42.4K2026-10-22
Maseco LLP
DECREASED7,1827,889-707-9%$379.4K$357.4K-$22.0K2026-10-27
White Lighthouse Investment Management Inc.
INCREASED7,1827,130+52+1%$343.1K$357.2K+$14.1K2026-10-21
Ballast Financial Advisors LLC
DECREASED6,9727,982-1,010-13%$384.1K$346.8K-$37.3K2026-10-26
SAX Wealth Advisors, LLC
INCREASED6,9596,855+104+2%$320.4K$346.1K+$25.7K2026-10-13
Tranquility Partners, LLC
UNCHANGED6,8536,85300%$329.8K$340.9K+$11.1K2026-10-20
Alpha Omega Wealth Management LLC
INCREASED6,5455,795+750+13%$278.9K$325.6K+$46.7K2026-10-23
Duncker Streett & Co Inc
INCREASED6,3362,646+3,690+139%$127.3K$315.2K+$187.8K2026-10-27
Kestra Advisory Services, LLC
DECREASED6,3006,676-376-6%$321.3K$313.3K-$7.9K2026-11-02
Fifth Third Bancorp
DECREASED6,2896,625-336-5%$318.8K$312.8K-$6.0K2026-11-05
Simplicity Wealth,LLC
INCREASED6,2436,224+19+0%$299.5K$310.5K+$11.0K2026-10-23
Facet Wealth, Inc.
INCREASED6,1244,820+1,304+27%$231.9K$304.6K+$72.7K2026-11-04
HUB Investment Partners, LLC
NEW6,123—+6,123——$304.6K—2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED5,8825,88200%$283.1K$292.6K+$9.5K2026-11-02
Ritholtz Wealth Management
INCREASED5,8645,477+387+7%$263.6K$291.7K+$28.1K2026-11-05
Kathmere Capital Management, LLC
UNCHANGED5,8525,85200%$281.6K$291.1K+$9.5K2026-10-20
Financial Concepts Unlimited, Inc.
INCREASED5,7465,743+3+0%$276.4K$285.8K+$9.5K2026-11-06
Asset Dedication, LLC
DECREASED5,7086,153-445-7%$296.1K$283.9K-$12.2K2026-11-03
Uptown Financial Advisors LLC
DECREASED5,6905,961-271-5%$286.8K$283.0K-$3.8K2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED5,6235,62300%$270.6K$279.7K+$9.1K2026-10-23
Black Diamond Financial, LLC
UNCHANGED5,5795,57900%$268.5K$277.5K+$9.0K2026-10-26
PFG Advisors
DECREASED5,5787,434-1,856-25%$357.7K$277.5K-$80.3K2026-10-16
Single Point Partners, LLC
UNCHANGED5,5255,52500%$265.9K$274.8K+$9.0K2026-10-19
Quadrant Capital Group LLC
UNCHANGED5,5115,51100%$265.2K$271.7K+$6.5K2026-10-20
Koshinski Asset Management, Inc.
DECREASED5,3619,569-4,208-44%$460.5K$266.7K-$193.8K2026-10-29
Aurelius Family Office LLC
DECREASED5,2245,339-115-2%$256.9K$259.8K+$2.9K2026-10-23
North Forty Two & Co.
UNCHANGED5,0675,06700%$243.8K$252.0K+$8.2K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED5,0454,420+625+14%$212.7K$251.0K+$38.2K2026-10-08
Sensible Money, LLC
UNCHANGED5,0355,03500%$242.3K$250.4K+$8.2K2026-10-20
Creative Financial Designs Inc
INCREASED5,0184,464+554+12%$214.8K$249.6K+$34.8K2026-11-04
Brickley Wealth Management
INCREASED5,0154,856+159+3%$233.7K$249.4K+$15.8K2026-11-04
Vista Capital Partners, Inc.
DECREASED5,0135,539-526-9%$266.5K$249.3K-$17.2K2026-11-06
MBL Wealth, LLC
UNCHANGED5,0005,00000%$240.6K$248.7K+$8.1K2026-10-22
Citigroup Inc
INCREASED4,9662,933+2,033+69%$141.1K$247.0K+$105.9K2026-11-04
Odyssey Capital Advisors, Inc.
INCREASED4,9404,830+110+2%$232.4K$245.7K+$13.3K2026-10-26
Accredited Investors Inc.
UNCHANGED4,6904,69000%$225.7K$233.3K+$7.6K2026-11-03
CoreCap Advisors, LLC
INCREASED4,6322,089+2,543+122%$100.5K$230.4K+$129.9K2026-10-08
Manuka Financial, LLC
UNCHANGED4,5974,59700%$221.2K$228.7K+$7.4K2026-10-16
Advus Financial Partners, LLC
DECREASED4,5534,562-90%$219.5K$226.5K+$7.0K2026-10-20
Landmark Wealth Management, LLC
DECREASED4,5044,529-25-1%$218.0K$224.0K+$6.1K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED4,5004,50000%$216.5K$223.8K+$7.3K2026-10-21
Parcion Private Wealth LLC
UNCHANGED4,4714,47100%$215.1K$222.4K+$7.2K2026-10-28
Ironsides Asset Advisors, LLC
DECREASED4,4704,490-200%$216.1K$222.3K+$6.3K2026-10-20
Evanson Financial, LLC
UNCHANGED4,4334,43300%$213.3K$220.5K+$7.2K2026-10-23
Clarity Capital Advisors, LLC
UNCHANGED4,4024,40200%$211.8K$219.0K+$7.1K2026-10-27
Auxano Advisors, LLC
UNCHANGED4,3164,31600%$207.7K$214.7K+$7.0K2026-11-06
Ballentine Capital Advisors, Inc
NEW4,119—+4,119——$204.9K—2026-10-14
Carolina Wealth Advisors, LLC
DECREASED4,0754,549-474-10%$218.9K$202.7K-$16.2K2026-10-23
Root Financial Partners, LLC
NEW3,687—+3,687——$183.4K—2026-10-21
Exchange Traded Concepts, LLC
UNCHANGED3,6123,61200%$173.8K$179.7K+$5.9K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,1553,15500%$151.8K$156.9K+$5.1K2026-10-27
Compass Financial Management LLC
INCREASED3,0313,016+15+1%$145.1K$150.8K+$5.6K2026-10-30
Blue Trust, Inc.
INCREASED2,7971,773+1,024+58%$85.3K$139.1K+$53.8K2026-10-15
Raleigh Capital Management Inc.
INCREASED2,7452,377+368+15%$114.4K$136.6K+$22.2K2026-10-28
Larson Financial Group LLC
INCREASED2,5322,439+93+4%$117.4K$126.0K+$8.6K2026-11-05
Clearstead Trust, LLC
UNCHANGED2,3612,36100%$113.6K$117.4K+$3.8K2026-11-06
Bayban
UNCHANGED2,2512,25100%$108.3K$108.3K$02026-11-05
Daytona Street Capital LLC
UNCHANGED2,1982,19800%$106.4K$109.2K+$2.9K2026-10-15
Russell Investments Group, Ltd.
INCREASED2,051673+1,378+205%$32.4K$102.0K+$69.6K2026-11-06
Access Investment Management LLC
UNCHANGED2,0002,00000%$96.2K$99.5K+$3.2K2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED1,9691,96900%$95$98+$32026-10-27
Plante Moran Financial Advisors, LLC
DECREASED1,8291,912-83-4%$92.0K$91.0K-$1.0K2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED1,7661,76600%$85.0K$87.8K+$2.9K2026-10-28
Newton One Investments LLC
DECREASED1,6321,904-272-14%$91.6K$81.2K-$10.4K2026-10-14
Three Bridge Wealth Advisors, LLC
NEW1,588—+1,588——$79.0K—2026-11-05
Versant Capital Management, Inc
DECREASED1,4472,436-989-41%$117.2K$72.0K-$45.3K2026-10-02
JFS Wealth Advisors, LLC
UNCHANGED1,3991,39900%$67.3K$69.6K+$2.3K2026-11-03
Chapman Financial Group, LLC
UNCHANGED1,3911,39100%$66.9K$69.2K+$2.3K2026-10-26
Parallel Advisors, LLC
DECREASED1,3541,768-414-23%$85.1K$67.4K-$17.7K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED1,0881,08800%$52.4K$54.1K+$1.8K2026-10-26
Brown, Lisle Ings, Inc.
INCREASED1,075986+89+9%$47.4K$53.5K+$6.0K2026-10-16
Abound Wealth Management
UNCHANGED1,0281,02800%$49.5K$51.2K+$1.7K2026-10-26
First Community Trust NA
UNCHANGED1,0001,00000%$48.1K$49.7K+$1.6K2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED97097000%$46.7K$48.2K+$1.6K2026-10-15
CX Institutional
UNCHANGED95895800%$46$48+$22026-10-02
Pinnacle Bancorp, Inc.
UNCHANGED91191100%$43.8K$45.3K+$1.5K2026-10-21
Fairway Wealth LLC
UNCHANGED87987900%$42.3K$43.7K+$1.4K2026-10-30
UMB Bank, n.a.
UNCHANGED75075000%$36.1K$37.3K+$1.2K2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED746594+152+26%$28.6K$37.1K+$8.5K2026-10-27
James T. Borello RIA
UNCHANGED72372300%$34.8K$36.0K+$1.2K2026-10-16
IMG Wealth Management, Inc.
UNCHANGED70670600%$34.0K$35.1K+$1.1K2026-10-27
Independence Bank of Kentucky
UNCHANGED68468400%$32.9K$34.0K+$1.1K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED67861+617+1011%$2.9K$33.7K+$30.8K2026-11-03
Activest Wealth Management
UNCHANGED61161100%$29.4K$30.4K+$9902026-10-15
Assetmark, Inc
INCREASED541353+188+53%$17.0K$26.9K+$9.9K2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED53753700%$25.8K$26.7K+$8692026-10-13
Burk Holdings LLC
UNCHANGED49449400%$23.8K$24.6K+$8012026-11-05
TFC Financial Management, Inc.
DECREASED478479-10%$23.1K$23.8K+$7262026-10-26
Hoey Investments, Inc
UNCHANGED45045000%$21.7K$22.4K+$7292026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED44044000%$21.2K$21.9K+$7132026-10-23
Angeles Wealth Management, LLC
DECREASED4201,899-1,479-78%$91.4K$20.9K-$70.5K2026-10-26
Rossby Financial, LCC
INCREASED39225+367+1468%$1.2K$19.5K+$18.3K2026-11-05
4Thought Financial Group Inc.
INCREASED385379+6+2%$18.3K$19.1K+$8702026-11-02
Elevated Capital Advisors, LLC
UNCHANGED37237200%$17.9K$18.5K+$6022026-11-04
PFC Capital Group, Inc.
UNCHANGED36936900%$17$18.4K+$18.3K2026-11-06
PFS Partners, LLC
UNCHANGED34634600%$16.7K$17.2K+$5612026-10-21
Grey Ledge Advisors, LLC
INCREASED279258+21+8%$12.4K$13.9K+$1.4K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED26526500%$12.8K$13.2K+$4302026-10-15
Security National Bank
NEW259—+259——$12.9K—2026-10-26
McCarley & Cook Financial Planners
INCREASED247105+142+135%$5.1K$12.3K+$7.2K2026-10-21
Financial Consulate, Inc
UNCHANGED24524500%$11.8K$12.2K+$3972026-10-23
Wagner Wealth Management, LLC
DECREASED241246-5-2%$11.8K$12.0K+$1312026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED21421400%$10.3K$10.6K+$3462026-11-03
Jacobi Capital Management LLC
NEW211—+211——$10.5K—2026-11-05
Wilkerson Advisory Group LLC
UNCHANGED21021000%$10.1K$10.4K+$3402026-10-20
Key Capital Management, Inc
DECREASED203212-9-4%$10.2K$10.1K-$1042026-11-03
Nova Financial LLC
NEW198—+198——$9.8K—2026-11-04
Key FInancial Inc
UNCHANGED19819800%$9.5K$9.8K+$3212026-11-02
Silver Grove Financial Group, Inc.
INCREASED172114+58+51%$5.5K$8.6K+$3.1K2026-11-05
Pittenger & Anderson Inc
UNCHANGED15015000%$7.2K$7.5K+$2432026-11-02
Lanark Financial, Inc.
INCREASED143122+21+17%$5.9K$7.1K+$1.2K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED13813800%$6.7K$6.9K+$2252026-10-23
Latitude Advisors, LLC
NEW126—+126——$6.3K—2026-10-27
Montgomery Financial Services LLC
NEW125—+125——$6.2K—2026-11-03
Tompkins Financial Corp
UNCHANGED10810800%$5.2K$5.4K+$1752026-10-05
Triumph Capital Management
UNCHANGED10710700%$5.1K$5.3K+$1732026-10-14
Signature Resources Capital Management, LLC
UNCHANGED898900%$4.3K$4.4K+$1442026-10-16
Kozak & Associates, Inc.
UNCHANGED878700%$4.2K$4.2K+$412026-10-29
Archer Investment Corp
UNCHANGED838300%$4.0K$4.1K+$1352026-11-05
Next Level Wealth Planning, LLC
NEW82—+82——$4.1K—2026-10-29
Signaturefd, LLC
INCREASED8062+18+29%$3.0K$4.0K+$1.0K2026-10-23
Golden State Wealth Management, LLC
INCREASED8066+14+21%$3.2K$4.0K+$8032026-11-02
Rydar Equities, Inc.
NEW71—+71——$3.5K—2026-10-13
Trust Co of Vermont
UNCHANGED646400%$3.1K$3.2K+$1032026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED5212+40+333%$577$2.6K+$2.0K2026-11-02
Pillar Financial Advisors, LLC
UNCHANGED505000%$2.4K$2.5K+$812026-10-21
Main Street Group, LTD
UNCHANGED373700%$1.8K$1.8K+$602026-10-28
Downshift Financial, LLC
UNCHANGED373700%$1.8K$1.8K+$612026-10-13
Community Bank, N.A.
UNCHANGED333300%$1.6K$1.6K+$542026-11-06
Financial Management Professionals, Inc.
UNCHANGED292900%$1.4K$1.4K+$472026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED292900%$1.4K$1.4K+$472026-10-16
Salomon & Ludwin, LLC
UNCHANGED272700%$1.3K$1.3K+$412026-10-29
Bfsg, LLC
DECREASED2636-10-28%$1.7K$1.3K-$4392026-10-30
3 Factor Indexing, LLC
UNCHANGED252500%$1.2K$1.2K+$402026-10-15
Owl Creek Wealth Partners LLC
NEW22—+22——$1.1K—2026-10-20
Gen-Wealth Partners Inc
NEW22—+22——$1.1K—2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED202000%$962$995+$332026-10-30
Noble Wealth Management PBC
NEW18—+18——$895—2026-10-01
Valued Wealth Advisors LLC
UNCHANGED161600%$770$796+$262026-11-05
Chilton Capital Management LLC
NEW15—+15——$747—2026-10-28
Ascentis Independent Advisors
NEW15—+15——$746—2026-11-03
Networth Advisors, LLC
DECREASED1415-1-7%$722$696-$262026-11-03
Mosley Wealth Management
UNCHANGED131300%$626$633+$72026-10-16
First Pacific Financial
NEW11—+11——$548—2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED2200%$96$99+$32026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0467,217-467,217-100%$467.2K$0-$467.2K2026-10-14
MGO One Seven LLC
CLOSED027,898-27,898-100%$1.3M$0-$1.3M2026-10-28
Nations Financial Group Inc,
CLOSED017,164-17,164-100%$826.0K$0-$826.0K2026-11-05
Smith Partners Wealth Management, LLC
CLOSED017,040-17,040-100%$820.0K$0-$820.0K2026-11-05
Flaharty Asset Management, LLC
CLOSED07,790-7,790-100%$378.2K$0-$378.2K2026-11-02
One Wealth Capital Management, LLC
CLOSED07,184-7,184-100%$345.7K$0-$345.7K2026-10-23
Worth Asset Management, LLC
CLOSED05,511-5,511-100%$265.2K$0-$265.2K2026-10-07
Broussard Financial Group LLC
CLOSED04,507-4,507-100%$216.9K$0-$216.9K2026-10-26
Evolution Advisers, Inc.
CLOSED03,153-3,153-100%$151.0K$0-$151.0K2026-11-06
MCF Advisors LLC
CLOSED01,190-1,190-100%$57.3K$0-$57.3K2026-10-28
Gill Capital Partners, LLC
CLOSED0331-331-100%$15.9K$0-$15.9K2026-10-13
CrossGen Wealth, LLC
CLOSED0190-190-100%$9.1K$0-$9.1K2026-10-30
AdvisorNet Financial, Inc
CLOSED074-74-100%$3.6K$0-$3.6K2026-10-15
International Assets Investment Management, LLC
CLOSED071-71-100%$3.4K$0-$3.4K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED057-57-100%$2.7K$0-$2.7K2026-10-26
Addison Advisors LLC
CLOSED037-37-100%$1.8K$0-$1.8K2026-11-06
Solstein Capital, LLC
CLOSED023-23-100%$1.1K$0-$1.1K2026-11-02
Hazlett, Burt & Watson, Inc.
CLOSED012-12-100%$1$0-$12026-11-04
American National Bank & Trust
CLOSED05-5-100%$240$0-$2402026-10-07
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,476,230-4,476,230-100%$215.4M———
Jones Financial Companies Lllp
N/A—2,512,185-2,512,185-100%$120.0M———
SageView Advisory Group, LLC
N/A—1,703,083-1,703,083-100%$82.0M———
BlackRock, Inc.
N/A—1,486,015-1,486,015-100%$71.5M———
State Street Corp
N/A—1,165,313-1,165,313-100%$56.1M———
Focus Partners Wealth
N/A—962,706-962,706-100%$46.3M———
Envestnet Asset Management Inc
N/A—721,412-721,412-100%$34.7M———
Pure Financial Advisors, LLC
N/A—613,957-613,957-100%$29.5M———
Captrust Financial Advisors
N/A—417,548-417,548-100%$20.1M———
UBS Group AG
N/A—414,546-414,546-100%$19.9M———
Raymond James Financial Inc
N/A—326,183-326,183-100%$15.7M———
Redwood Investment Management, LLC
N/A—317,380-317,380-100%$15.3M———
Tiaa Trust, National Association
N/A—306,226-306,226-100%$14.7M———
Rockbridge Investment Management, LCC
N/A—298,760-298,760-100%$14.4M———
Morgan Stanley
N/A—285,394-285,394-100%$13.7M———
Cetera Investment Advisers
N/A—256,952-256,952-100%$12.4M———
Summit Financial, LLC
N/A—253,359-253,359-100%$12.2M———
Hancock Whitney Corp
N/A—247,601-247,601-100%$11.9M———
Mariner, LLC
N/A—213,741-213,741-100%$10.3M———
Main Street Financial Solutions, LLC
N/A—213,083-213,083-100%$10.3M———
Osaic Holdings, Inc.
N/A—206,225-206,225-100%$9.9M———
Atlas Capital Advisors Inc.
N/A—192,503-192,503-100%$9.3M———
Ameriprise Financial Inc
N/A—192,366-192,366-100%$9.2M———
Fort Vancouver Investment Management, LLC
N/A—185,849-185,849-100%$8.9M———
Wells Fargo & Company
N/A—183,072-183,072-100%$8.8M———
Bank of America Corp
N/A—177,195-177,195-100%$8.5M———
EP Wealth Advisors, LLC
N/A—174,538-174,538-100%$8.4M———
HighTower Advisors, LLC
N/A—173,811-173,811-100%$8.4M———
Brand Asset Management Group, Inc.
N/A—170,742-170,742-100%$8.2M———
Moneta Group Investment Advisors LLC
N/A—170,280-170,280-100%$8.2M———
Keyvantage Wealth, LLC
N/A—162,240-162,240-100%$7.8M———
Strategic Financial Planning, Inc.
N/A—160,420-160,420-100%$7.7M———
FMR LLC
N/A—141,176-141,176-100%$6.8M———
Beaird Harris Wealth Management, LLC
N/A—133,480-133,480-100%$6.4M———
Hamrick Investment Counsel, llc
N/A—130,096-130,096-100%$6.3M———
Transamerica Financial Advisors, LLC
N/A—128,878-128,878-100%$6.2M———
Royal Bank of Canada
N/A—126,697-126,697-100%$6.1M———
Natixis Advisors, LLC
N/A—120,167-120,167-100%$5.8M———
Rialto Wealth Management, LLC
N/A—118,821-118,821-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—104,466-104,466-100%$5.0M———
Modern Wealth Management, LLC
N/A—99,067-99,067-100%$4.8M———
World Investment Advisors
N/A—95,677-95,677-100%$4.5M———
Texas Yale Capital Corp.
N/A—86,382-86,382-100%$4.2M———
Goldman Sachs Group Inc
N/A—83,833-83,833-100%$4.0M———
Cerity Partners LLC
N/A—80,598-80,598-100%$3.9M———
Seven Springs Wealth Group, LLC
N/A—79,814-79,814-100%$3.8M———
Jacobs Equity LLC
N/A—75,548-75,548-100%$3.6M———
Northern Trust Corp
N/A—74,305-74,305-100%$3.6M———
Signal Tree Financial Partners LLC
N/A—72,972-72,972-100%$3.5M———
Stifel Financial Corp
N/A—70,138-70,138-100%$3.4M———
Focus Partners Advisor Solutions, LLC
N/A—70,116-70,116-100%$3.4M———
Integrated Wealth Concepts LLC
N/A—66,986-66,986-100%$3.2M———
Mercer Global Advisors Inc
N/A—61,622-61,622-100%$3.0M———
Quantinno Capital Management LP
N/A—55,786-55,786-100%$2.7M———
Beckerman Institutional, LLC
N/A—55,563-55,563-100%$2.7M———
Coldstream Capital Management Inc
N/A—47,770-47,770-100%$2.3M———
Hexagon Capital Partners LLC
N/A—43,652-43,652-100%$2.1M———
Invesco Ltd.
N/A—43,162-43,162-100%$2.1M———
NewEdge Advisors, LLC
N/A—43,033-43,033-100%$2.1M———
IMA Advisory Services, Inc.
N/A—38,184-38,184-100%$1.8M———
JPMorgan Chase & Co
N/A—36,229-36,229-100%$1.7M———
MAI Capital Management
N/A—35,971-35,971-100%$1.7M———
One Capital Management, LLC
N/A—35,183-35,183-100%$1.6M———
Parkwoods Wealth Partners, LLC
N/A—34,406-34,406-100%$1.7M———
Financial Engines Advisors L.L.C.
N/A—34,001-34,001-100%$1.6M———
AQR Capital Management LLC
N/A—32,107-32,107-100%$1.5M———
Commerce Bank
N/A—29,384-29,384-100%$1.4M———
Dopkins Wealth Management, LLC
N/A—29,313-29,313-100%$1.4M———
Baird Financial Group, Inc.
N/A—29,083-29,083-100%$1.4M———
Nwam LLC
N/A—27,037-27,037-100%$1.3M———
MML Investors Services, LLC
N/A—26,105-26,105-100%$1.3M———
Susquehanna International Group, LLP
N/A—25,104-25,104-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—24,402-24,402-100%$1.2M———
Cresset Asset Management, LLC
N/A—24,238-24,238-100%$1.2M———
Cloud Capital Management, LLC
N/A—23,550-23,550-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—22,746-22,746-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—20,580-20,580-100%$990.3K———
OneAscent Financial Services LLC
N/A—20,168-20,168-100%$970.5K———
Sand Hill Global Advisors, LLC
N/A—19,894-19,894-100%$957.3K———
AE Wealth Management LLC
N/A—17,572-17,572-100%$845.6K———
Nuveen, LLC
N/A—16,799-16,799-100%$808.4K———
Savvy Advisors, Inc.
N/A—16,625-16,625-100%$800.0K———
Composition Wealth, LLC
N/A—16,593-16,593-100%$798.4K———
Vawter Financial, Ltd.
N/A—16,390-16,390-100%$788.7K———
Kingsview Wealth Management, LLC
N/A—16,274-16,274-100%$783.1K———
Equitable Holdings, Inc.
N/A—16,115-16,115-100%$775.5K———
Passive Capital Management, Llc.
N/A—15,980-15,980-100%$727.6K———
Noble Wealth Partners LLC
N/A—15,958-15,958-100%$767.9K———
Argent Trust Co
N/A—15,831-15,831-100%$761.8K———
Fidelis Capital Partners, LLC
N/A—14,581-14,581-100%$701.6K———
Sequoia Financial Advisors, LLC
N/A—14,408-14,408-100%$693.3K———
Bank of Montreal
N/A—14,355-14,355-100%$690.7K———
O'shaughnessy Asset Management, LLC
N/A—13,635-13,635-100%$656.1K———
Betterment LLC
N/A—13,167-13,167-100%$634.0K———
American Century Companies Inc
N/A—12,512-12,512-100%$602.1K———
Orion Porfolio Solutions, LLC
N/A—12,200-12,200-100%$587.1K———
Essex Financial Services, Inc.
N/A—12,174-12,174-100%$585.8K———
Amara Financial, Llc.
N/A—11,607-11,607-100%$558.5K———
Belpointe Asset Management LLC
N/A—11,260-11,260-100%$541.9K———
Fortis Capital Advisors, LLC
N/A—11,260-11,260-100%$541.9K———
Capital Analysts, LLC
N/A—10,539-10,539-100%$507.0K———
Cardiff Park Advisors, LLC
N/A—10,129-10,129-100%$487.4K———
Morris Financial Concepts, Inc.
N/A—9,302-9,302-100%$447.6K———
SEI Investments Co
N/A—9,207-9,207-100%$443.0K———
Zhang Financial LLC
N/A—9,079-9,079-100%$436.9K———
Advisory Services Network, LLC
N/A—8,681-8,681-100%$417.7K———
Mutual Advisors, LLC
N/A—8,661-8,661-100%$416.8K———
Gilbert & Cook, Inc.
N/A—8,618-8,618-100%$414.7K———
Berger Financial Group, Inc
N/A—8,289-8,289-100%$398.9K———
Geometric Wealth Advisors
N/A—8,114-8,114-100%$390.4K———
HRT Financial LP
N/A—8,091-8,091-100%$389.0K———
Cahill Financial Advisors Inc
N/A—7,939-7,939-100%$382.0K———
Empower Advisory Group, LLC
N/A—7,868-7,868-100%$378.6K———
Dorsey & Whitney Trust Co LLC
N/A—7,779-7,779-100%$374.3K———
Seaside Wealth Management, Inc.
N/A—7,590-7,590-100%$365.2K———
Tiaa Wealth Investment Management LLC
N/A—7,580-7,580-100%$364.1K———
Members Trust Co
N/A—7,419-7,419-100%$357.0K———
Smartleaf Asset Management LLC
N/A—7,143-7,143-100%$343.1K———
Bradley Foster & Sargent Inc
N/A—6,780-6,780-100%$326.3K———
Comprehensive Money Management Services LLC
N/A—6,530-6,530-100%$314.2K———
Payne Capital Management, LLC
N/A—6,468-6,468-100%$311.2K———
Advisory Alpha, LLC
N/A—6,434-6,434-100%$309.6K———
Blair William & Co
N/A—6,258-6,258-100%$301.2K———
Aspiring Ventures, LLC
N/A—6,043-6,043-100%$290.8K———
&partners
N/A—6,001-6,001-100%$288.8K———
Port Capital LLC
N/A—6,000-6,000-100%$288.7K———
Aptus Capital Advisors, LLC
N/A—5,918-5,918-100%$284.8K———
Arvest Bank Trust Division
N/A—5,572-5,572-100%$268.1K———
Aspen Grove Capital, LLC
N/A—5,201-5,201-100%$250.4K———
Wealthspire Advisors, LLC
N/A—5,078-5,078-100%$244.3K———
Range Advisory, LLC
N/A—5,058-5,058-100%$243.4K———
Kovack Advisors, Inc.
N/A—4,985-4,985-100%$240.4K———
Wilson & Boucher Capital Management, LLC
N/A—4,850-4,850-100%$233.4K———
Tribridge Partners Financial LLC
N/A—4,803-4,803-100%$231.4K———
Fiduciary Financial Advisors
N/A—4,762-4,762-100%$229.2K———
HHM Wealth Advisors, LLC
N/A—4,715-4,715-100%$226.9K———
Sanctuary Advisors, LLC
N/A—4,489-4,489-100%$216.0K———
PFG Investments, LLC
N/A—4,481-4,481-100%$215.6K———
Lbmc Investment Advisors, LLC
N/A—4,339-4,339-100%$208.8K———
Brown Advisory Inc
N/A—4,224-4,224-100%$203.2K———
Alesco Advisors, LLC, An ESL Co
N/A—4,218-4,218-100%$202.9K———
Motco
N/A—3,921-3,921-100%$188.7K———
Steward Partners Investment Advisory, LLC
N/A—3,715-3,715-100%$178.8K———
Vanguard Advisers Inc
N/A—3,714-3,714-100%$178.7K———
IFG Advisory, LLC
N/A—2,910-2,910-100%$140.0K———
Rockefeller Capital Management L.P.
N/A—2,633-2,633-100%$126.7K———
Pinney & Scofield, Inc.
N/A—2,625-2,625-100%$126.3K———
Meramec Financial Planners, LLC
N/A—2,600-2,600-100%$125.2K———
Harbour Investments, Inc.
N/A—2,600-2,600-100%$125.1K———
Bartlett & Co. Wealth Management LLC
N/A—2,590-2,590-100%$124.6K———
Brown Brothers Harriman & Co
N/A—2,570-2,570-100%$123.7K———
National Bank of Canada
N/A—2,303-2,303-100%$110.7K———
Global Retirement Partners, LLC
N/A—2,239-2,239-100%$107.8K———
GW&K Investment Management, LLC
N/A—1,951-1,951-100%$94.0K———
Hantz Financial Services, Inc.
N/A—1,927-1,927-100%$93.0K———
Godfrey Financial Associates, Inc.
N/A—1,870-1,870-100%$90.0K———
CVA Family Office, LLC
N/A—1,702-1,702-100%$81.9K———
Operose Advisors LLC
N/A—1,693-1,693-100%$81.5K———
Atlantic Union Bankshares Corp
N/A—1,252-1,252-100%$60.3K———
Kilter Group LLC
N/A—1,196-1,196-100%$57.6K———
Franklin Resources Inc
N/A—1,120-1,120-100%$53.9K———
WealthCollab, LLC
N/A—1,013-1,013-100%$48.7K———
UBS Asset Management Americas LLC
N/A—983-983-100%$47.3K———
RED Reef Advisors LLC
N/A—955-955-100%$45.9K———
Arax Advisory Partners
N/A—928-928-100%$44.7K———
Dunhill Financial, LLC
N/A—916-916-100%$44.1K———
Crews Bank & Trust
N/A—806-806-100%$38.8K———
Whittier Trust Co
N/A—685-685-100%$33.6K———
Front Row Advisors LLC
N/A—662-662-100%$33.6K———
Geneos Wealth Management Inc.
N/A—616-616-100%$29.6K———
Smithfield Trust Co
N/A—589-589-100%$29———
Proffitt & Goodson Inc
N/A—559-559-100%$26.9K———
Howe & Rusling Inc
N/A—522-522-100%$25.1K———
Ancora Advisors LLCA
N/A—502-502-100%$24.2K———
Anchor Investment Management, LLC
N/A—500-500-100%$24.1K———
Crewe Advisors LLC
N/A—467-467-100%$22.5K———
Vanguard National Trust Co
N/A—386-386-100%$18.6K———
PIN OAK Investment Advisors Inc
N/A—348-348-100%$17———
Strategic Wealth Partners, Ltd.
N/A—340-340-100%$16.4K———
VAN DEN Berg Management I, Inc
N/A—300-300-100%$14.4K———
Allied Private Wealth LLC
N/A—278-278-100%$13.3K———
Bogart Wealth, LLC
N/A—263-263-100%$12.7K———
JPL Wealth Management, LLC
N/A—204-204-100%$9.8K———
Harborfront Financial Group LLC
N/A—162-162-100%$7.8K———
Nalls Sherbakoff Group, LLC
N/A—160-160-100%$7.7K———
JDM Financial Group LLC
N/A—131-131-100%$6.3K———
Steigerwald, Gordon & Koch Inc.
N/A—120-120-100%$5.8K———
Synergy Investment Management, LLC
N/A—119-119-100%$5.7K———
VSM Wealth Advisory, LLC
N/A—110-110-100%$5.3K———
HM Payson & Co
N/A—110-110-100%$5.3K———
Waverly Advisors, LLC
N/A—87-87-100%$4.2K———
FAS Wealth Partners, Inc.
N/A—71-71-100%$3.4K———
Continuum Advisory, LLC
N/A—66-66-100%$3.2K———
Napier Financial, LLC
N/A—66-66-100%$3.2K———
Game Plan Financial Advisors, LLC
N/A—61-61-100%$1.9K———
Ameriflex Group, Inc.
N/A—58-58-100%$2.8K———
Prosperity Bancshares Inc
N/A—54-54-100%$2.6K———
Anchor Bay Capital, Inc.
N/A—52-52-100%$2.6K———
Bessemer Group Inc
N/A—50-50-100%$2———
Greykasell Wealth Strategies, Inc.
N/A—36-36-100%$1.7K———
Rothschild Investment LLC
N/A—31-31-100%$1.5K———
Founders Financial Alliance, LLC
N/A—25-25-100%$1.2K———
Graney & King, LLC
N/A—18-18-100%$842———
Mcguire Capital Advisors Inc
N/A—14-14-100%$674———
Frazier Financial Advisors, LLC
N/A—12-12-100%$599———
Cordant, Inc.
N/A—12-12-100%$578———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—8-8-100%$385———
Huntington National Bank
N/A—1-1-100%$48———
Nomura Asset Management Co LTD
N/A—00—$0———
Logan Capital Management Inc
N/A—00—$0———
Showing 551 of 551 institutions