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Vanguard ESG Intl Stock ETF (VSGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares1,633,171 from 1,598,757
Change+34,414 (+2%)
Value$132.4M (+$759.6K)
Filed 2026-11-02
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares927,845 from 927,845
Change0 (0%)
Value$75.2M (-$1.2M)
Filed 2026-10-15
Harpswell Capital Advisors, LLC
DECREASED
Shares561,525 from 571,525
Change-10,000 (-2%)
Value$45.5M (-$1.5M)
Filed 2026-10-09
Boston Trust Walden Corp
INCREASED
Shares495,855 from 460,280
Change+35,575 (+8%)
Value$40.2M (+$2.3M)
Filed 2026-10-30
Facet Wealth, Inc.
INCREASED
Shares327,485 from 313,891
Change+13,594 (+4%)
Value$26.5M (+$703.4K)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares298,705 from 305,254
Change-6,549 (-2%)
Value$24.2M (-$518.5K)
Filed 2026-10-08
Sellwood Investment Partners LLC
DECREASED
Shares248,737 from 257,549
Change-8,812 (-3%)
Value$20.2M (-$1.0M)
Filed 2026-11-03
Angeles Investment Advisors, LLC
INCREASED
Shares241,082 from 234,590
Change+6,492 (+3%)
Value$19.5M (+$228.3K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares239,596
Change+239,596
Value$19.4M
Filed 2026-10-26
Hanson & Doremus Investment Management
DECREASED
Shares238,004 from 238,759
Change-755 (0%)
Value$19.3K (-$19.6M)
Filed 2026-10-16
LifeGuide Financial Advisors, LLC
INCREASED
Shares201,244 from 200,730
Change+514 (+0%)
Value$16.3M (-$213.3K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares181,238 from 164,872
Change+16,366 (+10%)
Value$14.7M (+$1.1M)
Filed 2026-11-06
Joel Adams & Associates, Inc.
INCREASED
Shares146,369 from 144,564
Change+1,805 (+1%)
Value$11.9M (-$37.3K)
Filed 2026-11-02
Stewardship Advisors, LLC
INCREASED
Shares136,573 from 103,016
Change+33,557 (+33%)
Value$11.1M (+$2.6M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares133,896 from 169,253
Change-35,357 (-21%)
Value$10.9M (-$3.1M)
Filed 2026-10-15
Orgel Wealth Management, LLC
DECREASED
Shares121,455 from 124,727
Change-3,272 (-3%)
Value$9.8M (-$423.7K)
Filed 2026-10-14
Garde Capital, Inc.
DECREASED
Shares117,407 from 120,137
Change-2,730 (-2%)
Value$9.5M (-$373.9K)
Filed 2026-10-29
Diversified Portfolios, Inc.
INCREASED
Shares107,950 from 105,950
Change+2,000 (+2%)
Value$8.8M (+$27.6K)
Filed 2026-11-04
Farrell Financial LLC
INCREASED
Shares96,534 from 95,680
Change+854 (+1%)
Value$7.8M (-$52.3K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares96,225 from 71,869
Change+24,356 (+34%)
Value$7.8M (+$1.9M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares81,686 from 82,246
Change-560 (-1%)
Value$6.6M (-$149.9K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
INCREASED
Shares80,478 from 80,017
Change+461 (+1%)
Value$6.5M (-$64.2K)
Filed 2026-10-21
Human Investing LLC
DECREASED
Shares76,891 from 77,659
Change-768 (-1%)
Value$6.2M (-$160.9K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares72,583 from 82,589
Change-10,006 (-12%)
Value$5.9M (-$916.1K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares71,712 from 61,377
Change+10,335 (+17%)
Value$5.8M (+$759.9K)
Filed 2026-11-02
New Covenant Trust Company, N.A.
DECREASED
Shares69,240 from 69,287
Change-47 (0%)
Value$5.6M (-$91.8K)
Filed 2026-10-08
Bluestem Financial Advisors, LLC
INCREASED
Shares64,984 from 60,742
Change+4,242 (+7%)
Value$5.3M (+$266.8K)
Filed 2026-10-20
Orser Capital Management, LLC
INCREASED
Shares61,910 from 61,805
Change+105 (+0%)
Value$5.0M (-$70.0K)
Filed 2026-10-13
AMG National Trust Bank
DECREASED
Shares61,004 from 61,124
Change-120 (0%)
Value$4.9M (-$87.4K)
Filed 2026-11-05
Fund Evaluation Group, LLC
DECREASED
Shares60,042 from 61,277
Change-1,235 (-2%)
Value$4.9M (-$177.9K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares52,553 from 52,553
Change0 (0%)
Value$4.3M (-$66.7K)
Filed 2026-11-03
Bear Mountain Capital, Inc.
INCREASED
Shares47,210 from 43,553
Change+3,657 (+8%)
Value$3.7M (+$203.5K)
Filed 2026-11-04
CGC Financial Services, LLC
DECREASED
Shares46,786 from 46,915
Change-129 (0%)
Value$3.8M (-$70.0K)
Filed 2026-10-13
Silver Oak Advisory Group, Inc.
INCREASED
Shares43,288 from 42,022
Change+1,266 (+3%)
Value$3.5M (+$49.4K)
Filed 2026-11-06
Boston Standard Wealth Management, LLC
INCREASED
Shares42,788 from 42,746
Change+42 (+0%)
Value$3.5M (-$17.5K)
Filed 2026-10-07
Ledyard National Bank
DECREASED
Shares41,909 from 43,914
Change-2,005 (-5%)
Value$3.4M (-$218.3K)
Filed 2026-10-21
Bfsg, LLC
DECREASED
Shares41,335 from 41,538
Change-203 (0%)
Value$3.4M (-$69.2K)
Filed 2026-10-30
Brooklyn FI, LLC
NEW
Shares40,375
Change+40,375
Value$3.2M
Filed 2026-11-05
Paragon Capital Management Ltd
INCREASED
Shares39,440 from 39,219
Change+221 (+1%)
Value$3.2M (-$31.9K)
Filed 2026-10-09
Gould Asset Management LLC
INCREASED
Shares39,358 from 36,491
Change+2,867 (+8%)
Value$3.2M (+$186.1K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares39,056 from 35,653
Change+3,403 (+10%)
Value$3.2M (+$232.8K)
Filed 2026-10-08
New England Private Wealth Advisors LLC
INCREASED
Shares37,151 from 31,773
Change+5,378 (+17%)
Value$3.0M (+$395.7K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED
Shares34,681 from 31,981
Change+2,700 (+8%)
Value$2.8M (+$178.3K)
Filed 2026-10-13
Prospera Capital Management, LLC
INCREASED
Shares34,530 from 32,087
Change+2,443 (+8%)
Value$2.8M (+$149.9K)
Filed 2026-10-19
DeDora Capital, Inc.
DECREASED
Shares32,856 from 69,688
Change-36,832 (-53%)
Value$2.7M (-$3.1M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares31,794 from 32,369
Change-575 (-2%)
Value$2.6K (-$2.7M)
Filed 2026-11-02
West Financial Advisors, LLC
INCREASED
Shares30,535 from 30,336
Change+199 (+1%)
Value$2.5M (-$22.4K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares30,421 from 30,180
Change+241 (+1%)
Value$2.5M (+$19.8K)
Filed 2026-11-06
Sageworth Trust Co
INCREASED
Shares29,190 from 29,103
Change+87 (+0%)
Value$2.4M (-$29.9K)
Filed 2026-10-30
WoodTrust Financial Corp
INCREASED
Shares28,799 from 25,902
Change+2,897 (+11%)
Value$2.3K (-$2.1M)
Filed 2026-10-09
Sentinel Trust Co LBA
INCREASED
Shares28,459 from 27,453
Change+1,006 (+4%)
Value$2.3K (+$47)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares25,752 from 25,457
Change+295 (+1%)
Value$2.1M (-$8.4K)
Filed 2026-10-22
Bell Investment Advisors, Inc
DECREASED
Shares25,402 from 25,455
Change-53 (0%)
Value$2.1M (-$36.6K)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares25,307 from 15,976
Change+9,331 (+58%)
Value$2.1M (+$736.2K)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
DECREASED
Shares23,037 from 23,477
Change-440 (-2%)
Value$1.9M (-$65.5K)
Filed 2026-10-16
Vista Capital Partners, Inc.
DECREASED
Shares21,434 from 21,634
Change-200 (-1%)
Value$1.7M (-$43.7K)
Filed 2026-11-06
McClarren Financial Advisors, Inc.
INCREASED
Shares20,696 from 19,728
Change+968 (+5%)
Value$1.7M (+$53.4K)
Filed 2026-10-15
Topel & Distasi Wealth Management, LLC
INCREASED
Shares20,226 from 19,840
Change+386 (+2%)
Value$1.6M (+$6.1K)
Filed 2026-11-05
Hardy Reed LLC
DECREASED
Shares20,024 from 20,305
Change-281 (-1%)
Value$1.6M (-$48.6K)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares19,436 from 13,837
Change+5,599 (+40%)
Value$1.6M (+$429.2K)
Filed 2026-10-09
UMB Bank, n.a.
UNCHANGED
Shares19,148 from 19,148
Change0 (0%)
Value$1.6M (-$24.3K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares18,942 from 18,900
Change+42 (+0%)
Value$1.5M (-$20.6K)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares18,446 from 46,910
Change-28,464 (-61%)
Value$1.5M (-$2.1M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares18,222 from 18,077
Change+145 (+1%)
Value$1.4M (-$9.3K)
Filed 2026-10-27
Old Peak Finance LLC
INCREASED
Shares18,064 from 17,836
Change+228 (+1%)
Value$1.5M (-$4.2K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares18,010 from 17,980
Change+30 (+0%)
Value$1.5M (-$20.4K)
Filed 2026-11-03
Valmark Advisers, Inc.
INCREASED
Shares17,898 from 16,958
Change+940 (+6%)
Value$1.5M (+$54.7K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares17,771 from 17,798
Change-27 (0%)
Value$1.4M (-$24.8K)
Filed 2026-11-04
Johnson Bixby & Associates, LLC
INCREASED
Shares17,744 from 15,925
Change+1,819 (+11%)
Value$1.4M (+$127.2K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,211 from 17,730
Change-519 (-3%)
Value$1.4M (-$67.5K)
Filed 2026-10-13
Financial Council, LLC
DECREASED
Shares17,211 from 17,255
Change-44 (0%)
Value$1.4M (-$25.5K)
Filed 2026-11-02
Northland Capital Management LLC
DECREASED
Shares16,783 from 17,437
Change-654 (-4%)
Value$1.4M (-$75.2K)
Filed 2026-10-15
Family CFO Inc
INCREASED
Shares16,780 from 16,779
Change+1 (+0%)
Value$1.4M (-$21.2K)
Filed 2026-10-30
Mallini Complete Financial Planning LLC
INCREASED
Shares15,448 from 15,402
Change+46 (+0%)
Value$1.3M (-$15.8K)
Filed 2026-10-06
Lodestar Private Asset Management LLC
INCREASED
Shares14,857 from 14,719
Change+138 (+1%)
Value$1.2M (-$7.5K)
Filed 2026-10-26
HBK Sorce Advisory LLC
INCREASED
Shares14,675 from 14,552
Change+123 (+1%)
Value$1.1M (-$74.1K)
Filed 2026-11-06
Natural Investments, LLC
INCREASED
Shares14,578 from 3,429
Change+11,149 (+325%)
Value$1.2M (+$899.8K)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares14,219 from 14,159
Change+60 (+0%)
Value$1.2M (-$13.1K)
Filed 2026-10-28
Warner Financial, Inc
INCREASED
Shares14,041 from 12,990
Change+1,051 (+8%)
Value$1.1M (+$68.8K)
Filed 2026-11-06
Well Done, LLC
INCREASED
Shares13,864 from 13,859
Change+5 (+0%)
Value$1.1M (-$17.2K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares13,819 from 9,383
Change+4,436 (+47%)
Value$1.1M (+$347.7K)
Filed 2026-11-03
Pathway Financial Advisors LLC
INCREASED
Shares13,499 from 13,351
Change+148 (+1%)
Value$1.1M (+$11.2K)
Filed 2026-10-07
Strategic Point Investment Advisors, LLC
INCREASED
Shares13,473 from 13,458
Change+15 (+0%)
Value$1.1M (-$15.9K)
Filed 2026-10-29
Sageworth Trust Co of South Dakota
DECREASED
Shares13,466 from 13,579
Change-113 (-1%)
Value$1.1M (-$26.4K)
Filed 2026-10-30
Thayer Partners, LLC / MA
INCREASED
Shares13,419 from 13,375
Change+44 (+0%)
Value$1.1M (-$13.5K)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares13,185 from 7,000
Change+6,185 (+88%)
Value$1.1M (+$492.5K)
Filed 2026-11-04
Skyline Advisors, Inc.
DECREASED
Shares13,101 from 13,723
Change-622 (-5%)
Value$1.1M (-$67.8K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares12,969 from 10,893
Change+2,076 (+19%)
Value$1.1M (+$154.4K)
Filed 2026-11-05
Ramiah Investment Group
INCREASED
Shares12,801 from 12,615
Change+186 (+1%)
Value$1.0M (-$942)
Filed 2026-10-20
Capital Advantage, Inc.
DECREASED
Shares12,658 from 13,115
Change-457 (-3%)
Value$1.0M (-$53.7K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares12,176 from 11,631
Change+545 (+5%)
Value$987.1K (+$29.4K)
Filed 2026-10-14
Wealthcare Capital Management LLC
DECREASED
Shares12,018 from 12,059
Change-41 (0%)
Value$974.3K (-$18.6K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
UNCHANGED
Shares11,975 from 11,975
Change0 (0%)
Value$970.8K (-$15.2K)
Filed 2026-10-16
Values Added Financial LLC
UNCHANGED
Shares11,790 from 11,790
Change0 (0%)
Value$955.8K (-$15.0K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares11,739 from 11,732
Change+7 (+0%)
Value$952 (-$965.0K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares11,637 from 10,942
Change+695 (+6%)
Value$943.4K (+$42.4K)
Filed 2026-11-03
Basso Capital Management, L.P.
DECREASED
Shares11,620 from 11,626
Change-6 (0%)
Value$942.0K (-$15.3K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares11,284 from 5,104
Change+6,180 (+121%)
Value$914.8K (+$494.5K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares11,092 from 11,092
Change0 (0%)
Value$899.2K (-$14.1K)
Filed 2026-10-23
FinArc Investments, Inc.
DECREASED
Shares10,964 from 11,517
Change-553 (-5%)
Value$888.9K (-$59.5K)
Filed 2026-10-14
Clark Asset Management, LLC
UNCHANGED
Shares10,693 from 10,693
Change0 (0%)
Value$866.9K (-$13.6K)
Filed 2026-10-19
Addison Advisors LLC
DECREASED
Shares10,582 from 10,803
Change-221 (-2%)
Value$857.9K (-$31.6K)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
INCREASED
Shares10,551 from 4,252
Change+6,299 (+148%)
Value$855.3K (+$505.2K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares10,360 from 10,491
Change-131 (-1%)
Value$839.9K (-$24.0K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares10,098 from 3,895
Change+6,203 (+159%)
Value$818.6K (+$497.9K)
Filed 2026-10-29
Meridian Financial Partners LLC
INCREASED
Shares10,075 from 10,022
Change+53 (+1%)
Value$801.5K (-$11.7K)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares9,692 from 16,409
Change-6,717 (-41%)
Value$785.7K (-$565.4K)
Filed 2026-10-21
Thompson Davis & Co., Inc.
INCREASED
Shares9,601 from 9,451
Change+150 (+2%)
Value$778.4K (+$159)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,589 from 6,052
Change+3,537 (+58%)
Value$777.3K (+$279.0K)
Filed 2026-11-05
Farnam Financial LLC
INCREASED
Shares9,067 from 9,062
Change+5 (+0%)
Value$715.0K (-$31.1K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
INCREASED
Shares8,999 from 8,949
Change+50 (+1%)
Value$729.6K (-$7.3K)
Filed 2026-10-19
Martel Wealth Advisors LLC
UNCHANGED
Shares8,981 from 8,981
Change0 (0%)
Value$728.1K (-$11.4K)
Filed 2026-10-14
ANB Bank
DECREASED
Shares8,944 from 9,100
Change-156 (-2%)
Value$725.1K (-$24.2K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares8,703 from 4,172
Change+4,531 (+109%)
Value$705.6K (+$362.1K)
Filed 2026-11-02
Park National Corp
INCREASED
Shares8,378 from 2,896
Change+5,482 (+189%)
Value$679.2K (+$440.7K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
INCREASED
Shares8,354 from 8,228
Change+126 (+2%)
Value$677.3K (-$236)
Filed 2026-10-13
Scott Capital Advisors, LLC
DECREASED
Shares8,110 from 9,247
Change-1,137 (-12%)
Value$657.3K (-$104.2K)
Filed 2026-10-13
Linscomb Wealth, Inc.
UNCHANGED
Shares7,875 from 7,875
Change0 (0%)
Value$638.4K (-$10.0K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares7,844 from 7,927
Change-83 (-1%)
Value$635.9K (-$16.8K)
Filed 2026-10-30
First Heartland Consultants, Inc.
NEW
Shares7,805
Change+7,805
Value$632.7K
Filed 2026-10-08
Refined Wealth Management
DECREASED
Shares7,657 from 8,422
Change-765 (-9%)
Value$620.8K (-$72.7K)
Filed 2026-10-13
Gemmer Asset Management LLC
INCREASED
Shares7,620 from 7,586
Change+34 (+0%)
Value$617.8K (-$6.9K)
Filed 2026-10-16
Sapient Capital LLC
UNCHANGED
Shares7,602 from 7,602
Change0 (0%)
Value$616.3K (-$9.7K)
Filed 2026-10-08
Chemistry Wealth Management LLC
UNCHANGED
Shares7,516 from 7,516
Change0 (0%)
Value$609.3K (-$9.5K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares7,342
Change+7,342
Value$577
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares7,209 from 7,162
Change+47 (+1%)
Value$584.4K (-$5.3K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares7,056 from 6,989
Change+67 (+1%)
Value$572.1K (-$3.4K)
Filed 2026-11-05
Midwest Trust Co
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$571.5K (-$9.0K)
Filed 2026-10-22
Cutler Investment Counsel LLC
DECREASED
Shares6,858 from 6,983
Change-125 (-2%)
Value$556.0K (-$19.0K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares6,754 from 6,979
Change-225 (-3%)
Value$547.5K (-$27.1K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares6,750 from 5,693
Change+1,057 (+19%)
Value$547.2K (+$78.5K)
Filed 2026-10-28
XY Planning Network, Inc.
DECREASED
Shares6,722 from 6,724
Change-2 (0%)
Value$545.0K (-$8.7K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares6,712 from 6,717
Change-5 (0%)
Value$539.8K (-$13.2K)
Filed 2026-10-13
Brickley Wealth Management
UNCHANGED
Shares6,678 from 6,678
Change0 (0%)
Value$541.4K (-$8.5K)
Filed 2026-11-04
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares6,598 from 6,598
Change0 (0%)
Value$534.9K (-$8.4K)
Filed 2026-10-27
Ferguson Shapiro LLC
INCREASED
Shares6,557 from 4,987
Change+1,570 (+31%)
Value$531.6K (+$120.9K)
Filed 2026-10-16
Symmetry Partners, LLC
DECREASED
Shares6,421 from 6,459
Change-38 (-1%)
Value$520.6K (-$11.3K)
Filed 2026-10-27
AdvisorNet Financial, Inc
DECREASED
Shares6,409 from 12,187
Change-5,778 (-47%)
Value$506.6K (-$496.8K)
Filed 2026-10-15
Nottingham Advisors, Inc.
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$510.7K (+$9.6K)
Filed 2026-10-29
Myecfo, LLC
UNCHANGED
Shares6,330 from 6,330
Change0 (0%)
Value$513.2K (-$8.0K)
Filed 2026-10-14
Wealth Group Ltd
INCREASED
Shares6,270 from 4,150
Change+2,120 (+51%)
Value$510.9K (+$169.2K)
Filed 2026-10-07
Foster Group, Inc.
INCREASED
Shares6,156 from 5,946
Change+210 (+4%)
Value$499.1K (+$9.5K)
Filed 2026-10-13
IFG Advisors, LLC
INCREASED
Shares6,115 from 6,088
Change+27 (+0%)
Value$495.7K (-$5.6K)
Filed 2026-10-15
MilWealth Group LLC
DECREASED
Shares6,093 from 6,097
Change-4 (0%)
Value$493.9K (-$8.1K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares6,078 from 6,064
Change+14 (+0%)
Value$492.7K (-$6.6K)
Filed 2026-11-05
RS Crum Inc.
DECREASED
Shares5,965 from 6,325
Change-360 (-6%)
Value$483.6K (-$37.2K)
Filed 2026-10-19
Acropolis Investment Management, LLC
INCREASED
Shares5,850 from 3,885
Change+1,965 (+51%)
Value$474.3K (+$154.4K)
Filed 2026-10-08
Tortoise Investment Management, LLC
DECREASED
Shares5,810 from 5,984
Change-174 (-3%)
Value$471.0K (-$21.7K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares5,797 from 5,797
Change0 (0%)
Value$470.0K (-$7.4K)
Filed 2026-11-04
Chesley Taft & Associates LLC
NEW
Shares5,751
Change+5,751
Value$466.2K
Filed 2026-10-13
McCarley & Cook Financial Planners
UNCHANGED
Shares5,512 from 5,512
Change0 (0%)
Value$446.9K (-$7.0K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares5,496 from 5,470
Change+26 (+0%)
Value$445.6K (-$4.8K)
Filed 2026-10-13
Gordian Advisors LLC
INCREASED
Shares5,420 from 5,410
Change+10 (+0%)
Value$439.4K (-$6.1K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares5,383
Change+5,383
Value$436.4K
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares5,193 from 4,960
Change+233 (+5%)
Value$421.0K (+$12.6K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
DECREASED
Shares5,118 from 5,135
Change-17 (0%)
Value$414.9K (-$7.9K)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,048 from 4,815
Change+233 (+5%)
Value$409.2K (+$12.8K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$402.1K (-$6.3K)
Filed 2026-10-15
SteelPeak Wealth, LLC
INCREASED
Shares4,937 from 4,913
Change+24 (+0%)
Value$400.2K (-$4.3K)
Filed 2026-10-16
Sterling Group Wealth Management, LLC
DECREASED
Shares4,924 from 5,277
Change-353 (-7%)
Value$399.2K (-$35.3K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares4,773 from 4,858
Change-85 (-2%)
Value$387.0K (-$13.0K)
Filed 2026-11-03
Ervin Investment Management, LLC
INCREASED
Shares4,708 from 4,528
Change+180 (+4%)
Value$381.7K (+$8.8K)
Filed 2026-10-23
Cherrydale Wealth Management, LLC
DECREASED
Shares4,659 from 4,907
Change-248 (-5%)
Value$377.7K (-$26.3K)
Filed 2026-10-20
Firestone Capital Management
INCREASED
Shares4,655 from 4,586
Change+69 (+2%)
Value$377.4K (-$224)
Filed 2026-11-03
Madson Wealth Advisors Inc
INCREASED
Shares4,530 from 4,505
Change+25 (+1%)
Value$367.3K (-$3.7K)
Filed 2026-10-13
True North Advisors, LLC
UNCHANGED
Shares4,496 from 4,496
Change0 (0%)
Value$364.5K (-$5.7K)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED
Shares4,426 from 4,424
Change+2 (+0%)
Value$358.8K (-$5.5K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares4,282 from 4,340
Change-58 (-1%)
Value$347.1K (-$10.2K)
Filed 2026-10-21
Northeast Investment Management
INCREASED
Shares4,243 from 4,208
Change+35 (+1%)
Value$344.0K (-$2.5K)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares4,210 from 3,324
Change+886 (+27%)
Value$341.3K (+$67.6K)
Filed 2026-10-19
Freedom Financial Partners LLC
INCREASED
Shares4,189 from 4,084
Change+105 (+3%)
Value$339.6K (+$3.4K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
DECREASED
Shares4,148 from 4,409
Change-261 (-6%)
Value$336.3K (+$20.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares4,119 from 4,110
Change+9 (+0%)
Value$333.9K (-$4.5K)
Filed 2026-11-05
25 LLC
UNCHANGED
Shares4,077 from 4,077
Change0 (0%)
Value$330.5K (-$5.2K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,966 from 4,200
Change-234 (-6%)
Value$321.5K (-$24.3K)
Filed 2026-10-13
Level Financial Advisors
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$321.4K (-$5.0K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,917 from 3,917
Change0 (0%)
Value$317.6K (-$5.0K)
Filed 2026-11-06
Equitable Trust Co
UNCHANGED
Shares3,908 from 3,908
Change0 (0%)
Value$316.8K (-$5.0K)
Filed 2026-10-13
Townsend Financial Planning, LLC
DECREASED
Shares3,900 from 3,960
Change-60 (-2%)
Value$316.2K (-$9.9K)
Filed 2026-11-02
Sincerus Advisory, LLC
INCREASED
Shares3,865 from 3,858
Change+7 (+0%)
Value$313.3K (-$4.4K)
Filed 2026-10-09
Aureum Wealth Management, LLC
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$312.1K (-$4.9K)
Filed 2026-10-15
Five Pine Wealth Management
DECREASED
Shares3,837 from 3,862
Change-25 (-1%)
Value$311.1K (-$6.9K)
Filed 2026-10-20
Coston, McIsaac & Partners
INCREASED
Shares3,805 from 3,737
Change+68 (+2%)
Value$308.5K (+$1.5K)
Filed 2026-11-06
First United Bank & Trust
DECREASED
Shares3,769 from 4,531
Change-762 (-17%)
Value$305.6K (-$67.5K)
Filed 2026-10-22
Laurel Wealth Planning LLC
UNCHANGED
Shares3,744 from 3,744
Change0 (0%)
Value$303.5K (-$4.8K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares3,717
Change+3,717
Value$301.3K
Filed 2026-10-30
Carson Advisory Inc.
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$300.0K (-$4.7K)
Filed 2026-11-06
Allegheny Financial Group
INCREASED
Shares3,666 from 3,232
Change+434 (+13%)
Value$297.2K (+$31.1K)
Filed 2026-11-05
Quantum Financial Planning Services, Inc.
DECREASED
Shares3,658 from 3,975
Change-317 (-8%)
Value$296.6K (-$30.7K)
Filed 2026-10-14
FC Advisory LLC
INCREASED
Shares3,645 from 3,625
Change+20 (+1%)
Value$295.5K (-$3.0K)
Filed 2026-10-05
Valeo Financial Advisors, LLC
DECREASED
Shares3,563 from 3,633
Change-70 (-2%)
Value$288.9K (-$10.3K)
Filed 2026-10-08
PFG Advisors
INCREASED
Shares3,553 from 3,004
Change+549 (+18%)
Value$288.0K (+$40.7K)
Filed 2026-10-16
Affinity Capital Advisors, LLC
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$281.5K (-$5.8K)
Filed 2026-10-13
Arbor Investment Advisors, LLC
DECREASED
Shares3,421 from 3,469
Change-48 (-1%)
Value$277.4K (-$8.3K)
Filed 2026-10-26
JGP Wealth Management, LLC
INCREASED
Shares3,414 from 2,611
Change+803 (+31%)
Value$276.8K (+$61.8K)
Filed 2026-10-13
Fingerlakes Wealth Management, Inc.
DECREASED
Shares3,413 from 3,596
Change-183 (-5%)
Value$276.7K (-$19.5K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares3,403 from 3,733
Change-330 (-9%)
Value$276 (-$306.7K)
Filed 2026-10-26
Black Diamond Financial, LLC
DECREASED
Shares3,399 from 3,592
Change-193 (-5%)
Value$275.6K (-$20.2K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares3,392 from 3,373
Change+19 (+1%)
Value$275.0K (-$2.7K)
Filed 2026-11-04
Xena Financial Planning, LLC
UNCHANGED
Shares3,353 from 3,353
Change0 (0%)
Value$271.8K (-$4.3K)
Filed 2026-10-13
Aprio Wealth Management, LLC
NEW
Shares3,345
Change+3,345
Value$271.2K
Filed 2026-10-28
Mccarter Private Wealth Services LLC
UNCHANGED
Shares3,314 from 3,314
Change0 (0%)
Value$268.7K (-$4.2K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares3,214 from 3,125
Change+89 (+3%)
Value$260.6K (+$3.2K)
Filed 2026-11-05
Milestone Investment Advisors LLC
DECREASED
Shares3,196 from 3,220
Change-24 (-1%)
Value$259.1K (-$6.0K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares3,191 from 3,415
Change-224 (-7%)
Value$258.7K (-$22.5K)
Filed 2026-10-27
Capital Management Corp
DECREASED
Shares3,141 from 3,340
Change-199 (-6%)
Value$254.6K (-$20.4K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
INCREASED
Shares3,135 from 3,118
Change+17 (+1%)
Value$254.2K (-$2.5K)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares3,130 from 3,127
Change+3 (+0%)
Value$253.7K (-$3.8K)
Filed 2026-10-14
PW Nova Financial Services LLC
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$250.3K (-$3.9K)
Filed 2026-10-15
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares3,065 from 3,050
Change+15 (+0%)
Value$248.5K (-$2.7K)
Filed 2026-10-16
Blueline Advisors LLC
UNCHANGED
Shares3,064 from 3,064
Change0 (0%)
Value$248.4K (-$3.9K)
Filed 2026-10-15
Spire Wealth Management
NEW
Shares3,018
Change+3,018
Value$244.7K
Filed 2026-10-30
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares3,012 from 2,995
Change+17 (+1%)
Value$244.2K (-$2.4K)
Filed 2026-11-06
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,986 from 2,986
Change0 (0%)
Value$242.1K (-$3.8K)
Filed 2026-10-30
Journey Beyond Wealth, LLC
DECREASED
Shares2,973 from 3,028
Change-55 (-2%)
Value$241.0K (-$8.3K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,956 from 2,976
Change-20 (-1%)
Value$239.7K (-$5.4K)
Filed 2026-11-03
Mascoma Wealth Management LLC
INCREASED
Shares2,918 from 2,891
Change+27 (+1%)
Value$236.6K (-$1.5K)
Filed 2026-10-23
Ethos Capital Management, Inc.
NEW
Shares2,912
Change+2,912
Value$236.1K
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$233.6K (-$3.7K)
Filed 2026-10-21
Sprinkle Financial Consultants LLC
INCREASED
Shares2,866 from 2,850
Change+16 (+1%)
Value$232.4K (-$2.3K)
Filed 2026-10-09
Fiera Capital Corp
INCREASED
Shares2,852 from 2,836
Change+16 (+1%)
Value$231.2K (-$2.3K)
Filed 2026-11-06
Waldron Private Wealth LLC
UNCHANGED
Shares2,832 from 2,832
Change0 (0%)
Value$229.6K (-$3.6K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares2,830 from 2,741
Change+89 (+3%)
Value$229.4K (+$3.7K)
Filed 2026-10-30
Nadler Financial Group, Inc.
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$227.8K (-$3.6K)
Filed 2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
NEW
Shares2,782
Change+2,782
Value$225.5K
Filed 2026-10-14
Aufman Associates Inc
INCREASED
Shares2,754 from 2,739
Change+15 (+1%)
Value$223.3K (-$2.2K)
Filed 2026-11-04
Towneley Capital Management, Inc / de
INCREASED
Shares2,706 from 2,691
Change+15 (+1%)
Value$219.4K (-$2.2K)
Filed 2026-10-09
First Pacific Financial
INCREASED
Shares2,669 from 2,654
Change+15 (+1%)
Value$216.4K (-$2.2K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares2,617 from 2,564
Change+53 (+2%)
Value$212.2K (+$1.1K)
Filed 2026-11-05
ProVise Management Group, LLC
NEW
Shares2,613
Change+2,613
Value$211.8K
Filed 2026-11-06
Downshift Financial, LLC
INCREASED
Shares2,599 from 2,584
Change+15 (+1%)
Value$210.7K (-$2.1K)
Filed 2026-10-13
Continuum Wealth Advisors, LLC
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$208.9K (-$3.3K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares2,562 from 4,524
Change-1,962 (-43%)
Value$207.7K (-$164.8K)
Filed 2026-11-06
Fifth Third Securities, Inc.
DECREASED
Shares2,557 from 3,088
Change-531 (-17%)
Value$207.3K (-$47.0K)
Filed 2026-10-21
Verisail Partners, LLC
NEW
Shares2,543
Change+2,543
Value$206.2K
Filed 2026-10-19
Elmwood Wealth Management, Inc.
NEW
Shares2,525
Change+2,525
Value$204.7K
Filed 2026-10-14
Tanager Wealth Management LLP
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$204.5K (-$3.2K)
Filed 2026-10-19
Abacus Planning Group, Inc.
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$203.3K (-$3.2K)
Filed 2026-11-02
Factor Wealth Management LTD
DECREASED
Shares2,498 from 2,892
Change-394 (-14%)
Value$202.5K (-$35.6K)
Filed 2026-10-08
Forza Wealth Management, LLC
NEW
Shares2,475
Change+2,475
Value$200.6K
Filed 2026-10-20
Appleton Partners Inc
UNCHANGED
Shares2,470 from 2,470
Change0 (0%)
Value$200 (-$202.8K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares2,452 from 1,542
Change+910 (+59%)
Value$197.6K (+$70.5K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$196.7K (-$3.1K)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares2,084 from 3,641
Change-1,557 (-43%)
Value$169.0K (-$130.9K)
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares2,057 from 2,052
Change+5 (+0%)
Value$166.7K (-$2.3K)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$127.7K (-$2.0K)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares1,570
Change+1,570
Value$127.3K
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares1,397 from 1,233
Change+164 (+13%)
Value$113.3K (+$11.8K)
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$102.3K (-$1.6K)
Filed 2026-10-16
Yankcom Partnership
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$100.0K (-$1.6K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares937
Change+937
Value$76.0K
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$70.3K (-$1.1K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares791 from 685
Change+106 (+15%)
Value$64.1K (+$7.7K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares773
Change+773
Value$62.7K
Filed 2026-10-27
Tradewinds Capital Management, LLC
DECREASED
Shares684 from 743
Change-59 (-8%)
Value$55.5K (-$5.7K)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$52.2K (-$818)
Filed 2026-11-06
DT Investment Partners, LLC
INCREASED
Shares622 from 587
Change+35 (+6%)
Value$50.4K (+$2.1K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares605 from 970
Change-365 (-38%)
Value$49.0K (-$30.8K)
Filed 2026-10-13
Keystone Financial Group, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$48.6K (-$762)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$47.7K (-$747)
Filed 2026-10-07
Trust Co of Vermont
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$47.3K (-$740)
Filed 2026-10-21
Armstrong Advisory Group, Inc
DECREASED
Shares564 from 565
Change-1 (0%)
Value$45.7K (-$799)
Filed 2026-10-09
Winthrop Capital Management, LLC
DECREASED
Shares488 from 566
Change-78 (-14%)
Value$39.6K (-$7.4K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$34.6K (-$543)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$31.6K (-$499)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$30.0K (-$470)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$28.4K (-$444)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$27.1K (-$424)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$24.1K (-$377)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$23.5K (-$369)
Filed 2026-11-05
Triumph Capital Management
NEW
Shares286
Change+286
Value$23.2K
Filed 2026-10-14
Newton One Investments LLC
INCREASED
Shares263 from 261
Change+2 (+1%)
Value$21.3K (-$213)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares226
Change+226
Value$18.4K
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$15.6K (-$244)
Filed 2026-10-26
IFP Advisors, Inc
NEW
Shares186
Change+186
Value$15.1K
Filed 2026-10-16
Laurel Wealth Advisors LLC
NEW
Shares178
Change+178
Value$14.4K
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$13.8K (-$216)
Filed 2026-10-27
Clean Yield Group
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$10.5K (-$164)
Filed 2026-10-28
Nvwm, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$9.1K (-$142)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.0K (-$94)
Filed 2026-10-23
Cape Investment Advisory, Inc.
NEW
Shares55
Change+55
Value$4.5K
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.8K (-$38)
Filed 2026-11-05
Sage Mountain Advisors LLC
NEW
Shares39
Change+39
Value$3.2K
Filed 2026-11-02
RMG Wealth Management LLC
NEW
Shares1
Change+1
Value$78
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$51 (-$1)
Filed 2026-10-23
Channing Global Advisors, LLC
CLOSED
Shares0 from 29,645
Change-29,645 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
Barings LLC
CLOSED
Shares0 from 17,809
Change-17,809 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 6,315
Change-6,315 (-100%)
Value$0 (-$520.0K)
Filed 2026-10-16
McLean Asset Management Corp
CLOSED
Shares0 from 3,101
Change-3,101 (-100%)
Value$0 (-$248.5K)
Filed 2026-11-06
Landaas & Co
CLOSED
Shares0 from 2,467
Change-2,467 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-29
Gainline Financial Partners, LLC
CLOSED
Shares0 from 2,438
Change-2,438 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-15
Bangor Savings Bank
CLOSED
Shares0 from 1,140
Change-1,140 (-100%)
Value$0 (-$93.9K)
Filed 2026-10-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$65.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$48.7K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-04
Vanguard Advisers Inc
N/A
Shares— from 4,128,548
Change-4,128,548 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,620,723
Change-1,620,723 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 616,353
Change-616,353 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 483,384
Change-483,384 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 455,867
Change-455,867 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 432,269
Change-432,269 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 318,254
Change-318,254 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 311,309
Change-311,309 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 268,473
Change-268,473 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 246,124
Change-246,124 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 244,109
Change-244,109 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 243,546
Change-243,546 (-100%)
Value—
UBS Group AG
N/A
Shares— from 235,260
Change-235,260 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 226,203
Change-226,203 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 221,149
Change-221,149 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 220,509
Change-220,509 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 200,454
Change-200,454 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 195,053
Change-195,053 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 190,573
Change-190,573 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 156,368
Change-156,368 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 153,237
Change-153,237 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 139,089
Change-139,089 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 135,607
Change-135,607 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 134,564
Change-134,564 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 134,393
Change-134,393 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 132,891
Change-132,891 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 123,020
Change-123,020 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 120,424
Change-120,424 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 119,742
Change-119,742 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 110,347
Change-110,347 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 104,488
Change-104,488 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 95,256
Change-95,256 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,093
Change-92,093 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 91,904
Change-91,904 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 88,137
Change-88,137 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 86,226
Change-86,226 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 85,820
Change-85,820 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 80,589
Change-80,589 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 80,154
Change-80,154 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 76,387
Change-76,387 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 75,557
Change-75,557 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 68,059
Change-68,059 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 58,316
Change-58,316 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 54,924
Change-54,924 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 54,584
Change-54,584 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 53,483
Change-53,483 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 50,200
Change-50,200 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 50,166
Change-50,166 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 48,816
Change-48,816 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 43,732
Change-43,732 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 42,419
Change-42,419 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 42,218
Change-42,218 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 41,193
Change-41,193 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 40,262
Change-40,262 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 39,191
Change-39,191 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,776
Change-36,776 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,506
Change-36,506 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 36,426
Change-36,426 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 36,402
Change-36,402 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 35,583
Change-35,583 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 32,529
Change-32,529 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 31,570
Change-31,570 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 31,430
Change-31,430 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 30,792
Change-30,792 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 30,313
Change-30,313 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 29,645
Change-29,645 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 29,325
Change-29,325 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,297
Change-22,297 (-100%)
Value—
Betterment LLC
N/A
Shares— from 21,272
Change-21,272 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 20,788
Change-20,788 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,790
Change-19,790 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,610
Change-18,610 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,346
Change-18,346 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 17,864
Change-17,864 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,440
Change-17,440 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 16,676
Change-16,676 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,793
Change-15,793 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 14,906
Change-14,906 (-100%)
Value—
Optas, LLC
N/A
Shares— from 14,189
Change-14,189 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,696
Change-13,696 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 13,278
Change-13,278 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 11,933
Change-11,933 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 11,637
Change-11,637 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 10,574
Change-10,574 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 8,961
Change-8,961 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,916
Change-8,916 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,576
Change-8,576 (-100%)
Value—
&partners
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 7,822
Change-7,822 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,663
Change-7,663 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 721
Change-721 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 679
Change-679 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 499
Change-499 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 497
Change-497 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 401
Change-401 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 309
Change-309 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 170
Change-170 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
INCREASED1,633,1711,598,757+34,414+2%$131.6M$132.4M+$759.6K2026-11-02
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED927,845927,84500%$76.4M$75.2M-$1.2M2026-10-15
Harpswell Capital Advisors, LLC
DECREASED561,525571,525-10,000-2%$47.1M$45.5M-$1.5M2026-10-09
Boston Trust Walden Corp
INCREASED495,855460,280+35,575+8%$37.9M$40.2M+$2.3M2026-10-30
Facet Wealth, Inc.
INCREASED327,485313,891+13,594+4%$25.8M$26.5M+$703.4K2026-11-04
Apella Capital, LLC
DECREASED298,705305,254-6,549-2%$24.7M$24.2M-$518.5K2026-10-08
Sellwood Investment Partners LLC
DECREASED248,737257,549-8,812-3%$21.2M$20.2M-$1.0M2026-11-03
Angeles Investment Advisors, LLC
INCREASED241,082234,590+6,492+3%$19.3M$19.5M+$228.3K2026-10-22
Leo Wealth, LLC
NEW239,596—+239,596——$19.4M—2026-10-26
Hanson & Doremus Investment Management
DECREASED238,004238,759-7550%$19.7M$19.3K-$19.6M2026-10-16
LifeGuide Financial Advisors, LLC
INCREASED201,244200,730+514+0%$16.5M$16.3M-$213.3K2026-10-20
LPL Financial LLC
INCREASED181,238164,872+16,366+10%$13.6M$14.7M+$1.1M2026-11-06
Joel Adams & Associates, Inc.
INCREASED146,369144,564+1,805+1%$11.9M$11.9M-$37.3K2026-11-02
Stewardship Advisors, LLC
INCREASED136,573103,016+33,557+33%$8.5M$11.1M+$2.6M2026-10-20
Mission Wealth Management, LP
DECREASED133,896169,253-35,357-21%$13.9M$10.9M-$3.1M2026-10-15
Orgel Wealth Management, LLC
DECREASED121,455124,727-3,272-3%$10.3M$9.8M-$423.7K2026-10-14
Garde Capital, Inc.
DECREASED117,407120,137-2,730-2%$9.9M$9.5M-$373.9K2026-10-29
Diversified Portfolios, Inc.
INCREASED107,950105,950+2,000+2%$8.7M$8.8M+$27.6K2026-11-04
Farrell Financial LLC
INCREASED96,53495,680+854+1%$7.9M$7.8M-$52.3K2026-10-16
Bank of New York Mellon Corp
INCREASED96,22571,869+24,356+34%$5.9M$7.8M+$1.9M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED81,68682,246-560-1%$6.8M$6.6M-$149.9K2026-10-27
White Lighthouse Investment Management Inc.
INCREASED80,47880,017+461+1%$6.6M$6.5M-$64.2K2026-10-21
Human Investing LLC
DECREASED76,89177,659-768-1%$6.4M$6.2M-$160.9K2026-10-19
US Bancorp \de\
DECREASED72,58382,589-10,006-12%$6.8M$5.9M-$916.1K2026-11-05
Commonwealth Equity Services, LLC
INCREASED71,71261,377+10,335+17%$5.1M$5.8M+$759.9K2026-11-02
New Covenant Trust Company, N.A.
DECREASED69,24069,287-470%$5.7M$5.6M-$91.8K2026-10-08
Bluestem Financial Advisors, LLC
INCREASED64,98460,742+4,242+7%$5.0M$5.3M+$266.8K2026-10-20
Orser Capital Management, LLC
INCREASED61,91061,805+105+0%$5.1M$5.0M-$70.0K2026-10-13
AMG National Trust Bank
DECREASED61,00461,124-1200%$5.0M$4.9M-$87.4K2026-11-05
Fund Evaluation Group, LLC
DECREASED60,04261,277-1,235-2%$5.0M$4.9M-$177.9K2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED52,55352,55300%$4.3M$4.3M-$66.7K2026-11-03
Bear Mountain Capital, Inc.
INCREASED47,21043,553+3,657+8%$3.5M$3.7M+$203.5K2026-11-04
CGC Financial Services, LLC
DECREASED46,78646,915-1290%$3.9M$3.8M-$70.0K2026-10-13
Silver Oak Advisory Group, Inc.
INCREASED43,28842,022+1,266+3%$3.5M$3.5M+$49.4K2026-11-06
Boston Standard Wealth Management, LLC
INCREASED42,78842,746+42+0%$3.5M$3.5M-$17.5K2026-10-07
Ledyard National Bank
DECREASED41,90943,914-2,005-5%$3.6M$3.4M-$218.3K2026-10-21
Bfsg, LLC
DECREASED41,33541,538-2030%$3.4M$3.4M-$69.2K2026-10-30
Brooklyn FI, LLC
NEW40,375—+40,375——$3.2M—2026-11-05
Paragon Capital Management Ltd
INCREASED39,44039,219+221+1%$3.2M$3.2M-$31.9K2026-10-09
Gould Asset Management LLC
INCREASED39,35836,491+2,867+8%$3.0M$3.2M+$186.1K2026-11-06
Farther Finance Advisors, LLC
INCREASED39,05635,653+3,403+10%$2.9M$3.2M+$232.8K2026-10-08
New England Private Wealth Advisors LLC
INCREASED37,15131,773+5,378+17%$2.6M$3.0M+$395.7K2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED34,68131,981+2,700+8%$2.6M$2.8M+$178.3K2026-10-13
Prospera Capital Management, LLC
INCREASED34,53032,087+2,443+8%$2.6M$2.8M+$149.9K2026-10-19
DeDora Capital, Inc.
DECREASED32,85669,688-36,832-53%$5.7M$2.7M-$3.1M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED31,79432,369-575-2%$2.7M$2.6K-$2.7M2026-11-02
West Financial Advisors, LLC
INCREASED30,53530,336+199+1%$2.5M$2.5M-$22.4K2026-10-22
Allworth Financial LP
INCREASED30,42130,180+241+1%$2.5M$2.5M+$19.8K2026-11-06
Sageworth Trust Co
INCREASED29,19029,103+87+0%$2.4M$2.4M-$29.9K2026-10-30
WoodTrust Financial Corp
INCREASED28,79925,902+2,897+11%$2.1M$2.3K-$2.1M2026-10-09
Sentinel Trust Co LBA
INCREASED28,45927,453+1,006+4%$2.3K$2.3K+$472026-11-03
Perigon Wealth Management, LLC
INCREASED25,75225,457+295+1%$2.1M$2.1M-$8.4K2026-10-22
Bell Investment Advisors, Inc
DECREASED25,40225,455-530%$2.1M$2.1M-$36.6K2026-10-29
Clearstead Advisors, LLC
INCREASED25,30715,976+9,331+58%$1.3M$2.1M+$736.2K2026-11-06
Global Strategic Investment Solutions, LLC
DECREASED23,03723,477-440-2%$1.9M$1.9M-$65.5K2026-10-16
Vista Capital Partners, Inc.
DECREASED21,43421,634-200-1%$1.8M$1.7M-$43.7K2026-11-06
McClarren Financial Advisors, Inc.
INCREASED20,69619,728+968+5%$1.6M$1.7M+$53.4K2026-10-15
Topel & Distasi Wealth Management, LLC
INCREASED20,22619,840+386+2%$1.6M$1.6M+$6.1K2026-11-05
Hardy Reed LLC
DECREASED20,02420,305-281-1%$1.7M$1.6M-$48.6K2026-11-06
Wedmont Private Capital
INCREASED19,43613,837+5,599+40%$1.1M$1.6M+$429.2K2026-10-09
UMB Bank, n.a.
UNCHANGED19,14819,14800%$1.6M$1.6M-$24.3K2026-11-06
Choreo, LLC
INCREASED18,94218,900+42+0%$1.6M$1.5M-$20.6K2026-10-28
Savant Capital, LLC
DECREASED18,44646,910-28,464-61%$3.6M$1.5M-$2.1M2026-11-06
Chicago Partners Investment Group LLC
INCREASED18,22218,077+145+1%$1.4M$1.4M-$9.3K2026-10-27
Old Peak Finance LLC
INCREASED18,06417,836+228+1%$1.5M$1.5M-$4.2K2026-11-02
Jnba Financial Advisors
INCREASED18,01017,980+30+0%$1.5M$1.5M-$20.4K2026-11-03
Valmark Advisers, Inc.
INCREASED17,89816,958+940+6%$1.4M$1.5M+$54.7K2026-11-06
Citigroup Inc
DECREASED17,77117,798-270%$1.5M$1.4M-$24.8K2026-11-04
Johnson Bixby & Associates, LLC
INCREASED17,74415,925+1,819+11%$1.3M$1.4M+$127.2K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED17,21117,730-519-3%$1.4M$1.4M-$67.5K2026-10-13
Financial Council, LLC
DECREASED17,21117,255-440%$1.4M$1.4M-$25.5K2026-11-02
Northland Capital Management LLC
DECREASED16,78317,437-654-4%$1.4M$1.4M-$75.2K2026-10-15
Family CFO Inc
INCREASED16,78016,779+1+0%$1.4M$1.4M-$21.2K2026-10-30
Mallini Complete Financial Planning LLC
INCREASED15,44815,402+46+0%$1.3M$1.3M-$15.8K2026-10-06
Lodestar Private Asset Management LLC
INCREASED14,85714,719+138+1%$1.2M$1.2M-$7.5K2026-10-26
HBK Sorce Advisory LLC
INCREASED14,67514,552+123+1%$1.2M$1.1M-$74.1K2026-11-06
Natural Investments, LLC
INCREASED14,5783,429+11,149+325%$282.0K$1.2M+$899.8K2026-11-06
Modera Wealth Management, LLC
INCREASED14,21914,159+60+0%$1.2M$1.2M-$13.1K2026-10-28
Warner Financial, Inc
INCREASED14,04112,990+1,051+8%$1.1M$1.1M+$68.8K2026-11-06
Well Done, LLC
INCREASED13,86413,859+5+0%$1.1M$1.1M-$17.2K2026-10-20
Asset Dedication, LLC
INCREASED13,8199,383+4,436+47%$772.6K$1.1M+$347.7K2026-11-03
Pathway Financial Advisors LLC
INCREASED13,49913,351+148+1%$1.1M$1.1M+$11.2K2026-10-07
Strategic Point Investment Advisors, LLC
INCREASED13,47313,458+15+0%$1.1M$1.1M-$15.9K2026-10-29
Sageworth Trust Co of South Dakota
DECREASED13,46613,579-113-1%$1.1M$1.1M-$26.4K2026-10-30
Thayer Partners, LLC / MA
INCREASED13,41913,375+44+0%$1.1M$1.1M-$13.5K2026-11-06
AlphaCore Capital LLC
INCREASED13,1857,000+6,185+88%$576.4K$1.1M+$492.5K2026-11-04
Skyline Advisors, Inc.
DECREASED13,10113,723-622-5%$1.1M$1.1M-$67.8K2026-11-03
Compound Planning, Inc.
INCREASED12,96910,893+2,076+19%$897.0K$1.1M+$154.4K2026-11-05
Ramiah Investment Group
INCREASED12,80112,615+186+1%$1.0M$1.0M-$9422026-10-20
Capital Advantage, Inc.
DECREASED12,65813,115-457-3%$1.1M$1.0M-$53.7K2026-10-14
Mather Group, Llc.
INCREASED12,17611,631+545+5%$957.7K$987.1K+$29.4K2026-10-14
Wealthcare Capital Management LLC
DECREASED12,01812,059-410%$992.9K$974.3K-$18.6K2026-10-21
Opal Wealth Advisors, LLC
UNCHANGED11,97511,97500%$986.0K$970.8K-$15.2K2026-10-16
Values Added Financial LLC
UNCHANGED11,79011,79000%$970.8K$955.8K-$15.0K2026-10-28
Thrivent Financial for Lutherans
INCREASED11,73911,732+7+0%$966.0K$952-$965.0K2026-11-05
Parallel Advisors, LLC
INCREASED11,63710,942+695+6%$901.0K$943.4K+$42.4K2026-11-03
Basso Capital Management, L.P.
DECREASED11,62011,626-60%$957.3K$942.0K-$15.3K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED11,2845,104+6,180+121%$420.3K$914.8K+$494.5K2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED11,09211,09200%$913.3K$899.2K-$14.1K2026-10-23
FinArc Investments, Inc.
DECREASED10,96411,517-553-5%$948.3K$888.9K-$59.5K2026-10-14
Clark Asset Management, LLC
UNCHANGED10,69310,69300%$880.5K$866.9K-$13.6K2026-10-19
Addison Advisors LLC
DECREASED10,58210,803-221-2%$889.5K$857.9K-$31.6K2026-11-06
Birchwood Financial Partners, Inc.
INCREASED10,5514,252+6,299+148%$350.1K$855.3K+$505.2K2026-11-02
Brookstone Capital Management
DECREASED10,36010,491-131-1%$863.9K$839.9K-$24.0K2026-10-22
Vise Technologies, Inc.
INCREASED10,0983,895+6,203+159%$320.7K$818.6K+$497.9K2026-10-29
Meridian Financial Partners LLC
INCREASED10,07510,022+53+1%$813.2K$801.5K-$11.7K2026-10-23
CGN Advisors LLC
DECREASED9,69216,409-6,717-41%$1.4M$785.7K-$565.4K2026-10-21
Thompson Davis & Co., Inc.
INCREASED9,6019,451+150+2%$778.2K$778.4K+$1592026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED9,5896,052+3,537+58%$498.3K$777.3K+$279.0K2026-11-05
Farnam Financial LLC
INCREASED9,0679,062+5+0%$746.2K$715.0K-$31.1K2026-10-21
Guardsman Private Capital Management, Inc.
INCREASED8,9998,949+50+1%$736.9K$729.6K-$7.3K2026-10-19
Martel Wealth Advisors LLC
UNCHANGED8,9818,98100%$739.5K$728.1K-$11.4K2026-10-14
ANB Bank
DECREASED8,9449,100-156-2%$749.3K$725.1K-$24.2K2026-10-09
Kestra Advisory Services, LLC
INCREASED8,7034,172+4,531+109%$343.5K$705.6K+$362.1K2026-11-02
Park National Corp
INCREASED8,3782,896+5,482+189%$238.5K$679.2K+$440.7K2026-10-05
Dynamic Advisor Solutions LLC
INCREASED8,3548,228+126+2%$677.5K$677.3K-$2362026-10-13
Scott Capital Advisors, LLC
DECREASED8,1109,247-1,137-12%$761.4K$657.3K-$104.2K2026-10-13
Linscomb Wealth, Inc.
UNCHANGED7,8757,87500%$648.4K$638.4K-$10.0K2026-11-05
Truist Financial Corp
DECREASED7,8447,927-83-1%$652.7K$635.9K-$16.8K2026-10-30
First Heartland Consultants, Inc.
NEW7,805—+7,805——$632.7K—2026-10-08
Refined Wealth Management
DECREASED7,6578,422-765-9%$693.5K$620.8K-$72.7K2026-10-13
Gemmer Asset Management LLC
INCREASED7,6207,586+34+0%$624.6K$617.8K-$6.9K2026-10-16
Sapient Capital LLC
UNCHANGED7,6027,60200%$625.9K$616.3K-$9.7K2026-10-08
Chemistry Wealth Management LLC
UNCHANGED7,5167,51600%$618.9K$609.3K-$9.5K2026-10-16
M Holdings Securities, Inc.
NEW7,342—+7,342——$577—2026-11-03
Cornerstone Wealth Management, LLC
INCREASED7,2097,162+47+1%$589.7K$584.4K-$5.3K2026-11-04
Larson Financial Group LLC
INCREASED7,0566,989+67+1%$575.5K$572.1K-$3.4K2026-11-05
Midwest Trust Co
UNCHANGED7,0507,05000%$580.5K$571.5K-$9.0K2026-10-22
Cutler Investment Counsel LLC
DECREASED6,8586,983-125-2%$575.0K$556.0K-$19.0K2026-10-28
D.A. Davidson & Co.
DECREASED6,7546,979-225-3%$574.7K$547.5K-$27.1K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED6,7505,693+1,057+19%$468.8K$547.2K+$78.5K2026-10-28
XY Planning Network, Inc.
DECREASED6,7226,724-20%$553.7K$545.0K-$8.7K2026-10-14
Krilogy Financial LLC
DECREASED6,7126,717-50%$553.1K$539.8K-$13.2K2026-10-13
Brickley Wealth Management
UNCHANGED6,6786,67800%$549.9K$541.4K-$8.5K2026-11-04
CJM Wealth Advisers, Ltd.
UNCHANGED6,5986,59800%$543.3K$534.9K-$8.4K2026-10-27
Ferguson Shapiro LLC
INCREASED6,5574,987+1,570+31%$410.7K$531.6K+$120.9K2026-10-16
Symmetry Partners, LLC
DECREASED6,4216,459-38-1%$531.8K$520.6K-$11.3K2026-10-27
AdvisorNet Financial, Inc
DECREASED6,40912,187-5,778-47%$1.0M$506.6K-$496.8K2026-10-15
Nottingham Advisors, Inc.
UNCHANGED6,3506,35000%$501.1K$510.7K+$9.6K2026-10-29
Myecfo, LLC
UNCHANGED6,3306,33000%$521.2K$513.2K-$8.0K2026-10-14
Wealth Group Ltd
INCREASED6,2704,150+2,120+51%$341.7K$510.9K+$169.2K2026-10-07
Foster Group, Inc.
INCREASED6,1565,946+210+4%$489.6K$499.1K+$9.5K2026-10-13
IFG Advisors, LLC
INCREASED6,1156,088+27+0%$501.3K$495.7K-$5.6K2026-10-15
MilWealth Group LLC
DECREASED6,0936,097-40%$502.0K$493.9K-$8.1K2026-11-02
Confluence Wealth Services, Inc.
INCREASED6,0786,064+14+0%$499.3K$492.7K-$6.6K2026-11-05
RS Crum Inc.
DECREASED5,9656,325-360-6%$520.8K$483.6K-$37.2K2026-10-19
Acropolis Investment Management, LLC
INCREASED5,8503,885+1,965+51%$319.9K$474.3K+$154.4K2026-10-08
Tortoise Investment Management, LLC
DECREASED5,8105,984-174-3%$492.7K$471.0K-$21.7K2026-11-06
Caliber Wealth Management, LLC / KS
UNCHANGED5,7975,79700%$477.3K$470.0K-$7.4K2026-11-04
Chesley Taft & Associates LLC
NEW5,751—+5,751——$466.2K—2026-10-13
McCarley & Cook Financial Planners
UNCHANGED5,5125,51200%$453.9K$446.9K-$7.0K2026-10-21
Fiduciary Financial Group, LLC
INCREASED5,4965,470+26+0%$450.4K$445.6K-$4.8K2026-10-13
Gordian Advisors LLC
INCREASED5,4205,410+10+0%$445.5K$439.4K-$6.1K2026-10-30
Root Financial Partners, LLC
NEW5,383—+5,383——$436.4K—2026-10-21
Pinnacle Associates LTD
INCREASED5,1934,960+233+5%$408.4K$421.0K+$12.6K2026-10-20
Resonant Capital Advisors, LLC
DECREASED5,1185,135-170%$422.8K$414.9K-$7.9K2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,0484,815+233+5%$396.5K$409.2K+$12.8K2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED4,9604,96000%$408.4K$402.1K-$6.3K2026-10-15
SteelPeak Wealth, LLC
INCREASED4,9374,913+24+0%$404.5K$400.2K-$4.3K2026-10-16
Sterling Group Wealth Management, LLC
DECREASED4,9245,277-353-7%$434.5K$399.2K-$35.3K2026-11-03
PDS Planning, Inc
DECREASED4,7734,858-85-2%$400.0K$387.0K-$13.0K2026-11-03
Ervin Investment Management, LLC
INCREASED4,7084,528+180+4%$372.8K$381.7K+$8.8K2026-10-23
Cherrydale Wealth Management, LLC
DECREASED4,6594,907-248-5%$404.1K$377.7K-$26.3K2026-10-20
Firestone Capital Management
INCREASED4,6554,586+69+2%$377.6K$377.4K-$2242026-11-03
Madson Wealth Advisors Inc
INCREASED4,5304,505+25+1%$370.9K$367.3K-$3.7K2026-10-13
True North Advisors, LLC
UNCHANGED4,4964,49600%$370.2K$364.5K-$5.7K2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED4,4264,424+2+0%$364.3K$358.8K-$5.5K2026-10-29
Wealthcare Advisory Partners LLC
DECREASED4,2824,340-58-1%$357.4K$347.1K-$10.2K2026-10-21
Northeast Investment Management
INCREASED4,2434,208+35+1%$346.5K$344.0K-$2.5K2026-10-30
Elevatus Welath Management
INCREASED4,2103,324+886+27%$273.7K$341.3K+$67.6K2026-10-19
Freedom Financial Partners LLC
INCREASED4,1894,084+105+3%$336.2K$339.6K+$3.4K2026-10-19
SAX Wealth Advisors, LLC
DECREASED4,1484,409-261-6%$316.3K$336.3K+$20.0K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED4,1194,110+9+0%$338.4K$333.9K-$4.5K2026-11-05
25 LLC
UNCHANGED4,0774,07700%$335.7K$330.5K-$5.2K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED3,9664,200-234-6%$345.8K$321.5K-$24.3K2026-10-13
Level Financial Advisors
UNCHANGED3,9653,96500%$326.4K$321.4K-$5.0K2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED3,9173,91700%$322.5K$317.6K-$5.0K2026-11-06
Equitable Trust Co
UNCHANGED3,9083,90800%$321.8K$316.8K-$5.0K2026-10-13
Townsend Financial Planning, LLC
DECREASED3,9003,960-60-2%$326.1K$316.2K-$9.9K2026-11-02
Sincerus Advisory, LLC
INCREASED3,8653,858+7+0%$317.7K$313.3K-$4.4K2026-10-09
Aureum Wealth Management, LLC
UNCHANGED3,8503,85000%$317.0K$312.1K-$4.9K2026-10-15
Five Pine Wealth Management
DECREASED3,8373,862-25-1%$318.0K$311.1K-$6.9K2026-10-20
Coston, McIsaac & Partners
INCREASED3,8053,737+68+2%$307.0K$308.5K+$1.5K2026-11-06
First United Bank & Trust
DECREASED3,7694,531-762-17%$373.1K$305.6K-$67.5K2026-10-22
Laurel Wealth Planning LLC
UNCHANGED3,7443,74400%$308.3K$303.5K-$4.8K2026-11-02
Capital Investment Advisory Services, LLC
NEW3,717—+3,717——$301.3K—2026-10-30
Carson Advisory Inc.
UNCHANGED3,7003,70000%$304.7K$300.0K-$4.7K2026-11-06
Allegheny Financial Group
INCREASED3,6663,232+434+13%$266.2K$297.2K+$31.1K2026-11-05
Quantum Financial Planning Services, Inc.
DECREASED3,6583,975-317-8%$327.3K$296.6K-$30.7K2026-10-14
FC Advisory LLC
INCREASED3,6453,625+20+1%$298.5K$295.5K-$3.0K2026-10-05
Valeo Financial Advisors, LLC
DECREASED3,5633,633-70-2%$299.2K$288.9K-$10.3K2026-10-08
PFG Advisors
INCREASED3,5533,004+549+18%$247.3K$288.0K+$40.7K2026-10-16
Affinity Capital Advisors, LLC
UNCHANGED3,4803,48000%$287.3K$281.5K-$5.8K2026-10-13
Arbor Investment Advisors, LLC
DECREASED3,4213,469-48-1%$285.7K$277.4K-$8.3K2026-10-26
JGP Wealth Management, LLC
INCREASED3,4142,611+803+31%$215.0K$276.8K+$61.8K2026-10-13
Fingerlakes Wealth Management, Inc.
DECREASED3,4133,596-183-5%$296.1K$276.7K-$19.5K2026-11-04
Park Avenue Securities LLC
DECREASED3,4033,733-330-9%$307.0K$276-$306.7K2026-10-26
Black Diamond Financial, LLC
DECREASED3,3993,592-193-5%$295.8K$275.6K-$20.2K2026-10-26
Csenge Advisory Group
INCREASED3,3923,373+19+1%$277.7K$275.0K-$2.7K2026-11-04
Xena Financial Planning, LLC
UNCHANGED3,3533,35300%$276.1K$271.8K-$4.3K2026-10-13
Aprio Wealth Management, LLC
NEW3,345—+3,345——$271.2K—2026-10-28
Mccarter Private Wealth Services LLC
UNCHANGED3,3143,31400%$272.9K$268.7K-$4.2K2026-10-22
Greenspring Advisors, LLC
INCREASED3,2143,125+89+3%$257.3K$260.6K+$3.2K2026-11-05
Milestone Investment Advisors LLC
DECREASED3,1963,220-24-1%$265.1K$259.1K-$6.0K2026-11-05
VestGen Advisors, LLC
DECREASED3,1913,415-224-7%$281.2K$258.7K-$22.5K2026-10-27
Capital Management Corp
DECREASED3,1413,340-199-6%$275.0K$254.6K-$20.4K2026-10-29
Patriot Investment Management Group, Inc.
INCREASED3,1353,118+17+1%$256.7K$254.2K-$2.5K2026-10-15
Focus Financial Network, Inc.
INCREASED3,1303,127+3+0%$257.5K$253.7K-$3.8K2026-10-14
PW Nova Financial Services LLC
UNCHANGED3,0873,08700%$254.2K$250.3K-$3.9K2026-10-15
Cornerstone Wealth Advisors, Inc.
INCREASED3,0653,050+15+0%$251.1K$248.5K-$2.7K2026-10-16
Blueline Advisors LLC
UNCHANGED3,0643,06400%$252.3K$248.4K-$3.9K2026-10-15
Spire Wealth Management
NEW3,018—+3,018——$244.7K—2026-10-30
Cornerstone Advisors Asset Management, LLC
INCREASED3,0122,995+17+1%$246.6K$244.2K-$2.4K2026-11-06
Ackerman Capital Advisors, LLC
UNCHANGED2,9862,98600%$245.9K$242.1K-$3.8K2026-10-30
Journey Beyond Wealth, LLC
DECREASED2,9733,028-55-2%$249.3K$241.0K-$8.3K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED2,9562,976-20-1%$245.0K$239.7K-$5.4K2026-11-03
Mascoma Wealth Management LLC
INCREASED2,9182,891+27+1%$238.0K$236.6K-$1.5K2026-10-23
Ethos Capital Management, Inc.
NEW2,912—+2,912——$236.1K—2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED2,8822,88200%$237.3K$233.6K-$3.7K2026-10-21
Sprinkle Financial Consultants LLC
INCREASED2,8662,850+16+1%$234.7K$232.4K-$2.3K2026-10-09
Fiera Capital Corp
INCREASED2,8522,836+16+1%$233.5K$231.2K-$2.3K2026-11-06
Waldron Private Wealth LLC
UNCHANGED2,8322,83200%$233.2K$229.6K-$3.6K2026-11-02
One Day In July LLC
INCREASED2,8302,741+89+3%$225.7K$229.4K+$3.7K2026-10-30
Nadler Financial Group, Inc.
UNCHANGED2,8102,81000%$231.4K$227.8K-$3.6K2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
NEW2,782—+2,782——$225.5K—2026-10-14
Aufman Associates Inc
INCREASED2,7542,739+15+1%$225.5K$223.3K-$2.2K2026-11-04
Towneley Capital Management, Inc / de
INCREASED2,7062,691+15+1%$221.6K$219.4K-$2.2K2026-10-09
First Pacific Financial
INCREASED2,6692,654+15+1%$218.5K$216.4K-$2.2K2026-10-14
Joel Isaacson & Co., LLC
INCREASED2,6172,564+53+2%$211.1K$212.2K+$1.1K2026-11-05
ProVise Management Group, LLC
NEW2,613—+2,613——$211.8K—2026-11-06
Downshift Financial, LLC
INCREASED2,5992,584+15+1%$212.8K$210.7K-$2.1K2026-10-13
Continuum Wealth Advisors, LLC
UNCHANGED2,5772,57700%$212.2K$208.9K-$3.3K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED2,5624,524-1,962-43%$372.5K$207.7K-$164.8K2026-11-06
Fifth Third Securities, Inc.
DECREASED2,5573,088-531-17%$254.3K$207.3K-$47.0K2026-10-21
Verisail Partners, LLC
NEW2,543—+2,543——$206.2K—2026-10-19
Elmwood Wealth Management, Inc.
NEW2,525—+2,525——$204.7K—2026-10-14
Tanager Wealth Management LLP
UNCHANGED2,5222,52200%$207.7K$204.5K-$3.2K2026-10-19
Abacus Planning Group, Inc.
UNCHANGED2,5082,50800%$206.5K$203.3K-$3.2K2026-11-02
Factor Wealth Management LTD
DECREASED2,4982,892-394-14%$238.1K$202.5K-$35.6K2026-10-08
Forza Wealth Management, LLC
NEW2,475—+2,475——$200.6K—2026-10-20
Appleton Partners Inc
UNCHANGED2,4702,47000%$203.0K$200-$202.8K2026-10-30
TD Waterhouse Canada Inc.
INCREASED2,4521,542+910+59%$127.1K$197.6K+$70.5K2026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED2,4262,42600%$199.8K$196.7K-$3.1K2026-10-16
Russell Investments Group, Ltd.
DECREASED2,0843,641-1,557-43%$299.8K$169.0K-$130.9K2026-11-06
Abound Wealth Management
INCREASED2,0572,052+5+0%$169.0K$166.7K-$2.3K2026-10-26
First Bancorp, Inc
UNCHANGED1,5751,57500%$129.7K$127.7K-$2.0K2026-10-26
Center for Financial Planning, Inc.
NEW1,570—+1,570——$127.3K—2026-10-26
Hurley Capital, LLC
INCREASED1,3971,233+164+13%$101.5K$113.3K+$11.8K2026-11-05
Alpine Bank Wealth Management
UNCHANGED1,2621,26200%$103.9K$102.3K-$1.6K2026-10-16
Yankcom Partnership
UNCHANGED1,2331,23300%$101.5K$100.0K-$1.6K2026-10-15
Provenance Wealth Advisors, LLC
NEW937—+937——$76.0K—2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED86786700%$71.4K$70.3K-$1.1K2026-11-03
American Capital Advisory, LLC
INCREASED791685+106+15%$56.4K$64.1K+$7.7K2026-10-28
Latitude Advisors, LLC
NEW773—+773——$62.7K—2026-10-27
Tradewinds Capital Management, LLC
DECREASED684743-59-8%$61.2K$55.5K-$5.7K2026-10-23
Fortis Group Advisors, LLC
UNCHANGED64464400%$53.0K$52.2K-$8182026-11-06
DT Investment Partners, LLC
INCREASED622587+35+6%$48.3K$50.4K+$2.1K2026-10-27
Harbor Investment Advisory, LLC
DECREASED605970-365-38%$79.9K$49.0K-$30.8K2026-10-13
Keystone Financial Group, Inc.
UNCHANGED60060000%$49.4K$48.6K-$7622026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED58858800%$48.4K$47.7K-$7472026-10-07
Trust Co of Vermont
UNCHANGED58358300%$48.0K$47.3K-$7402026-10-21
Armstrong Advisory Group, Inc
DECREASED564565-10%$46.5K$45.7K-$7992026-10-09
Winthrop Capital Management, LLC
DECREASED488566-78-14%$47.0K$39.6K-$7.4K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED42742700%$35.2K$34.6K-$5432026-10-27
Piscataqua Savings Bank
UNCHANGED39039000%$32.1K$31.6K-$4992026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED37037000%$30.5K$30.0K-$4702026-11-03
Private Trust Co NA
UNCHANGED35035000%$28.8K$28.4K-$4442026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED33433400%$27.5K$27.1K-$4242026-10-23
CoreCap Advisors, LLC
UNCHANGED29729700%$24.5K$24.1K-$3772026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED29029000%$23.9K$23.5K-$3692026-11-05
Triumph Capital Management
NEW286—+286——$23.2K—2026-10-14
Newton One Investments LLC
INCREASED263261+2+1%$21.5K$21.3K-$2132026-10-14
Rossby Financial, LCC
NEW226—+226——$18.4K—2026-11-05
Lanark Financial, Inc.
UNCHANGED19319300%$15.9K$15.6K-$2442026-10-26
IFP Advisors, Inc
NEW186—+186——$15.1K—2026-10-16
Laurel Wealth Advisors LLC
NEW178—+178——$14.4K—2026-10-27
North Star Investment Management Corp.
UNCHANGED17017000%$14.0K$13.8K-$2162026-10-27
Clean Yield Group
UNCHANGED12912900%$10.6K$10.5K-$1642026-10-28
Nvwm, LLC
UNCHANGED11211200%$9.2K$9.1K-$1422026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED747400%$6.1K$6.0K-$942026-10-23
Cape Investment Advisory, Inc.
NEW55—+55——$4.5K—2026-10-13
Archer Investment Corp
UNCHANGED474700%$3.9K$3.8K-$382026-11-05
Sage Mountain Advisors LLC
NEW39—+39——$3.2K—2026-11-02
RMG Wealth Management LLC
NEW1—+1——$78—2026-10-26
Signaturefd, LLC
UNCHANGED1100%$52$51-$12026-10-23
Channing Global Advisors, LLC
CLOSED029,645-29,645-100%$2.4M$0-$2.4M2026-11-03
Barings LLC
CLOSED017,809-17,809-100%$1.5M$0-$1.5M2026-10-22
Robertson Stephens Wealth Management, LLC
CLOSED06,315-6,315-100%$520.0K$0-$520.0K2026-10-16
McLean Asset Management Corp
CLOSED03,101-3,101-100%$248.5K$0-$248.5K2026-11-06
Landaas & Co
CLOSED02,467-2,467-100%$203.1K$0-$203.1K2026-10-29
Gainline Financial Partners, LLC
CLOSED02,438-2,438-100%$200.7K$0-$200.7K2026-10-15
Bangor Savings Bank
CLOSED01,140-1,140-100%$93.9K$0-$93.9K2026-10-06
Gill Capital Partners, LLC
CLOSED0792-792-100%$65.2K$0-$65.2K2026-10-13
International Assets Investment Management, LLC
CLOSED0600-600-100%$48.7K$0-$48.7K2026-11-02
Tucker Asset Management LLC
CLOSED0133-133-100%$11.0K$0-$11.0K2026-10-29
Simplex Trading, LLC
CLOSED072-72-100%$5.9K$0-$5.9K2026-11-04
Vanguard Advisers Inc
N/A—4,128,548-4,128,548-100%$339.9M———
Morgan Stanley
N/A—1,620,723-1,620,723-100%$133.5M———
Royal Bank of Canada
N/A—616,353-616,353-100%$50.8M———
IMA Advisory Services, Inc.
N/A—483,384-483,384-100%$39.8M———
Raymond James Financial Inc
N/A—455,867-455,867-100%$37.5M———
SCS Capital Management LLC
N/A—432,269-432,269-100%$35.6M———
Prime Buchholz LLC
N/A—318,254-318,254-100%$26.2M———
Ameriprise Financial Inc
N/A—311,309-311,309-100%$25.6M———
Cerity Partners LLC
N/A—268,473-268,473-100%$22.1M———
HighTower Advisors, LLC
N/A—246,124-246,124-100%$20.3M———
Northstar Asset Management Inc
N/A—244,109-244,109-100%$20.1M———
Bank of America Corp
N/A—243,546-243,546-100%$20.1M———
UBS Group AG
N/A—235,260-235,260-100%$19.4M———
Evelyn Partners Group Ltd
N/A—226,203-226,203-100%$29.6M———
Mercer Global Advisors Inc
N/A—221,149-221,149-100%$18.2M———
Beacon Pointe Advisors, LLC
N/A—220,509-220,509-100%$18.2M———
Mariner, LLC
N/A—200,454-200,454-100%$16.5M———
Jones Financial Companies Lllp
N/A—195,053-195,053-100%$15.8M———
Baird Financial Group, Inc.
N/A—190,573-190,573-100%$15.7M———
Spinnaker Trust
N/A—156,368-156,368-100%$12.9M———
Envestnet Asset Management Inc
N/A—153,237-153,237-100%$12.6M———
Ogorek Anthony Joseph
N/A—139,089-139,089-100%$11.5M———
Fiduciary Trust Co
N/A—135,607-135,607-100%$11.2M———
Goldman Sachs Group Inc
N/A—134,564-134,564-100%$11.1M———
ST Germain D J Co Inc
N/A—134,393-134,393-100%$11.1M———
Crewe Advisors LLC
N/A—132,891-132,891-100%$10.9M———
SageView Advisory Group, LLC
N/A—123,020-123,020-100%$10.1M———
MAI Capital Management
N/A—120,424-120,424-100%$9.9M———
Tiaa Trust, National Association
N/A—119,742-119,742-100%$9.9M———
Leith Wheeler Investment Counsel Ltd.
N/A—110,347-110,347-100%$9.1M———
Composition Wealth, LLC
N/A—104,488-104,488-100%$8.6M———
Northwestern Mutual Wealth Management Co
N/A—95,256-95,256-100%$7.8M———
Cetera Investment Advisers
N/A—92,093-92,093-100%$7.6M———
Sanchez Levi Garrett
N/A—91,904-91,904-100%$7.6M———
Twin Focus Capital Partners, LLC
N/A—88,137-88,137-100%$7.3M———
Advisory Services Network, LLC
N/A—86,226-86,226-100%$7.1M———
Focus Partners Wealth
N/A—85,820-85,820-100%$7.1M———
Westfuller Advisors, LLC
N/A—80,589-80,589-100%$6.6M———
Quent Capital, LLC
N/A—80,154-80,154-100%$6.6M———
Promethos Capital, LLC
N/A—76,387-76,387-100%$6.3M———
Cresset Asset Management, LLC
N/A—75,557-75,557-100%$6.2M———
MML Investors Services, LLC
N/A—68,059-68,059-100%$5.6M———
Koss-Olinger Consulting, LLC
N/A—58,316-58,316-100%$4.8M———
FFT Wealth Management LLC
N/A—54,924-54,924-100%$4.2M———
HRT Financial LP
N/A—54,584-54,584-100%$4.5M———
Brown Advisory Inc
N/A—53,483-53,483-100%$4.4M———
Carr Financial Group Corp
N/A—50,200-50,200-100%$4.1M———
Ballentine Partners, LLC
N/A—50,166-50,166-100%$4.1M———
Wealthfront Advisers LLC
N/A—48,816-48,816-100%$4.0M———
Balanced Rock Investment Advisors LLC
N/A—43,732-43,732-100%$3.6M———
CIBC Bancorp USA Inc.
N/A—42,419-42,419-100%$3.5M———
Pathstone Holdings, LLC
N/A—42,218-42,218-100%$3.5M———
Raffa Wealth Management, LLC
N/A—41,193-41,193-100%$3.4M———
Davis R M Inc
N/A—40,262-40,262-100%$3.3M———
Haverford Trust Co
N/A—39,191-39,191-100%$3.2M———
Osaic Holdings, Inc.
N/A—36,776-36,776-100%$3.0M———
FMR LLC
N/A—36,506-36,506-100%$3.0M———
Olde Wealth Management, LLC
N/A—36,426-36,426-100%$3.0M———
Sequoia Financial Advisors, LLC
N/A—36,402-36,402-100%$3.0M———
Vanguard National Trust Co
N/A—35,583-35,583-100%$2.9M———
Captrust Financial Advisors
N/A—33,745-33,745-100%$2.8M———
Headinvest, LLC
N/A—32,529-32,529-100%$2.7M———
Cambridge Associates LLC
N/A—31,570-31,570-100%$2.6M———
Mayport, LLC
N/A—31,430-31,430-100%$2.6M———
Northern Trust Corp
N/A—30,792-30,792-100%$2.5M———
Choate Investment Advisors
N/A—30,313-30,313-100%$2.5M———
Dundas Partners LLP
N/A—29,645-29,645-100%$2.4M———
Colter Lewis Investment Partners LLC
N/A—29,325-29,325-100%$2.4M———
Beta Wealth Group, Inc.
N/A—24,092-24,092-100%$2.0M———
Dorsey & Whitney Trust Co LLC
N/A—22,297-22,297-100%$1.8M———
Betterment LLC
N/A—21,272-21,272-100%$1.8M———
Summit Wealth Group, LLC
N/A—20,788-20,788-100%$1.7M———
Franklin Resources Inc
N/A—19,790-19,790-100%$1.6M———
EP Wealth Advisors, LLC
N/A—18,610-18,610-100%$1.5M———
OneAscent Financial Services LLC
N/A—18,478-18,478-100%$1.5M———
JPMorgan Chase & Co
N/A—18,346-18,346-100%$1.5M———
Libra Wealth LLC
N/A—18,065-18,065-100%$1.5M———
Amara Financial, Llc.
N/A—17,864-17,864-100%$1.5M———
LRI Investments, LLC
N/A—17,623-17,623-100%$1.5M———
NewEdge Advisors, LLC
N/A—17,440-17,440-100%$1.4M———
Geneos Wealth Management Inc.
N/A—17,044-17,044-100%$1.4M———
WealthCollab, LLC
N/A—16,960-16,960-100%$1.4M———
Peapack Gladstone Financial Corp
N/A—16,934-16,934-100%$1.4M———
Bartlett & Co. Wealth Management LLC
N/A—16,676-16,676-100%$1.4M———
Stifel Financial Corp
N/A—15,793-15,793-100%$1.3M———
Atomic Invest LLC
N/A—14,906-14,906-100%$1.2M———
Optas, LLC
N/A—14,189-14,189-100%$1.2M———
Harbour Investments, Inc.
N/A—13,696-13,696-100%$1.1M———
Ramirez Asset Management, Inc.
N/A—13,278-13,278-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—13,209-13,209-100%$1.1M———
Chilton Investment Co Inc.
N/A—12,193-12,193-100%$1.0M———
Smithfield Trust Co
N/A—11,933-11,933-100%$912.1K———
Cornerstone Financial Group, LLC
N/A—11,840-11,840-100%$974.9K———
Federation des caisses Desjardins du Quebec
N/A—11,774-11,774-100%$969.5K———
Rock Point Advisors, LLC
N/A—11,750-11,750-100%$967.5K———
Noble Wealth Partners LLC
N/A—11,663-11,663-100%$960.4K———
Operose Advisors LLC
N/A—11,637-11,637-100%$958.2K———
NewEdge Wealth, LLC
N/A—10,994-10,994-100%$905.3K———
Ameritas Investment Partners, Inc.
N/A—10,776-10,776-100%$887.3K———
Empower Advisory Group, LLC
N/A—10,750-10,750-100%$885.2K———
Tradition Wealth Management, LLC
N/A—10,574-10,574-100%$870.7K———
Integrated Wealth Concepts LLC
N/A—10,450-10,450-100%$860.5K———
Destination Wealth Management
N/A—10,448-10,448-100%$860.3K———
Range Advisory, LLC
N/A—10,418-10,418-100%$857.8K———
Advyzon Investment Management, LLC
N/A—9,845-9,845-100%$810.6K———
Pure Financial Advisors, LLC
N/A—9,266-9,266-100%$763.0K———
Round Rock Advisors LLC
N/A—8,961-8,961-100%$737.8K———
Private Advisor Group, LLC
N/A—8,916-8,916-100%$734.1K———
Great Valley Advisor Group, Inc.
N/A—8,576-8,576-100%$706.3K———
&partners
N/A—8,444-8,444-100%$695.3K———
Janney Montgomery Scott LLC
N/A—8,330-8,330-100%$686.0K———
Truepoint, Inc.
N/A—8,235-8,235-100%$678.1K———
Focus Partners Advisor Solutions, LLC
N/A—8,037-8,037-100%$661.8K———
Tribridge Partners Financial LLC
N/A—7,822-7,822-100%$622.1K———
Caprock Group, LLC
N/A—7,771-7,771-100%$639.9K———
Bragg Financial Advisors, Inc
N/A—7,663-7,663-100%$631.0K———
Webster Bank, N. A.
N/A—7,625-7,625-100%$627.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,379-7,379-100%$607.6K———
Sanctuary Advisors, LLC
N/A—6,893-6,893-100%$567.6K———
Passive Capital Management, Llc.
N/A—6,724-6,724-100%$481.6K———
Moneta Group Investment Advisors LLC
N/A—6,477-6,477-100%$533.3K———
Savvy Advisors, Inc.
N/A—6,471-6,471-100%$532.8K———
Gilbert & Cook, Inc.
N/A—6,224-6,224-100%$512.5K———
Brave Asset Management Inc
N/A—6,185-6,185-100%$509.3K———
Wells Fargo & Company
N/A—6,177-6,177-100%$508.6K———
KilterHowling LLC
N/A—6,062-6,062-100%$499.2K———
Zevin Asset Management LLC
N/A—6,008-6,008-100%$494.7K———
Odyssey Group, LLC
N/A—6,007-6,007-100%$494.7K———
Liberty Wealth Management LLC
N/A—5,609-5,609-100%$402.4K———
Wealth Management Strategies, Inc.
N/A—5,552-5,552-100%$457.1K———
Vantus Wealth LLC
N/A—5,421-5,421-100%$446.4K———
Equitable Holdings, Inc.
N/A—5,306-5,306-100%$436.9K———
BlackRock, Inc.
N/A—5,214-5,214-100%$429.3K———
Global Retirement Partners, LLC
N/A—4,828-4,828-100%$397.5K———
United Capital Financial Advisors, LLC
N/A—4,790-4,790-100%$394.0K———
Zhang Financial LLC
N/A—4,774-4,774-100%$393.1K———
AQR Capital Management LLC
N/A—4,765-4,765-100%$392.4K———
Bank of Montreal
N/A—4,502-4,502-100%$370.7K———
Ellevest, Inc.
N/A—4,461-4,461-100%$345.3K———
Fairview Capital Investment Management, LLC
N/A—4,425-4,425-100%$364.4K———
National Bank of Canada
N/A—4,415-4,415-100%$363.5K———
Steward Partners Investment Advisory, LLC
N/A—4,333-4,333-100%$356.8K———
Fiduciary Financial Advisors
N/A—4,215-4,215-100%$347.1K———
RWA Wealth Partners, LLC
N/A—4,097-4,097-100%$337.3K———
Aegis Wealth Management LLC
N/A—4,018-4,018-100%$330.8K———
Waverly Advisors, LLC
N/A—3,979-3,979-100%$327.6K———
Brio Consultants, LLC
N/A—3,872-3,872-100%$318.8K———
Davis Wealth Advisors, LLC
N/A—3,856-3,856-100%$317.6K———
LaSalle St. Investment Advisors, LLC
N/A—3,822-3,822-100%$314.7K———
Coastal Bridge Advisors, LLC
N/A—3,795-3,795-100%$312.5K———
Pine Harbor Wealth Management, LLC
N/A—3,685-3,685-100%$303.4K———
NCM Capital Management, LLC
N/A—3,604-3,604-100%$296.8K———
Flputnam Investment Management Co
N/A—3,596-3,596-100%$296.1K———
Fortis Capital Advisors, LLC
N/A—3,314-3,314-100%$272.9K———
Belpointe Asset Management LLC
N/A—3,314-3,314-100%$272.9K———
Legacy Capital Group California, Inc.
N/A—3,224-3,224-100%$265.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—3,220-3,220-100%$265.1K———
Neuberger Berman Group LLC
N/A—3,178-3,178-100%$261.7K———
Nwam LLC
N/A—3,086-3,086-100%$254.1K———
Medallion Wealth Advisors, LLC
N/A—3,078-3,078-100%$253.4K———
Rehmann Capital Advisory Group
N/A—3,069-3,069-100%$252.7K———
Financial Alternatives, Inc
N/A—3,040-3,040-100%$250.3K———
Envestnet Portfolio Solutions, Inc.
N/A—2,946-2,946-100%$242.6K———
Panoramic Capital Partners, LLC
N/A—2,889-2,889-100%$237.9K———
Freestone Capital Holdings, LLC
N/A—2,847-2,847-100%$234.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,815-2,815-100%$231.8K———
Capstone Financial Advisors, Inc.
N/A—2,802-2,802-100%$230.7K———
Vawter Financial, Ltd.
N/A—2,789-2,789-100%$229.6K———
Disciplined Investors, L.L.C.
N/A—2,759-2,759-100%$227.2K———
Gladstone Institutional Advisory LLC
N/A—2,743-2,743-100%$225.8K———
Sandy Cove Advisors, LLC
N/A—2,701-2,701-100%$222.4K———
Glen Eagle Advisors, LLC
N/A—2,690-2,690-100%$221.5K———
Palisades Hudson Asset Management, L.P.
N/A—2,596-2,596-100%$214.0K———
VSM Wealth Advisory, LLC
N/A—2,569-2,569-100%$211.5K———
Octavia Wealth Advisors, LLC
N/A—2,553-2,553-100%$210.2K———
Mars Jewett Financial Group, Inc.
N/A—2,524-2,524-100%$207.8K———
Sound View Wealth Advisors Group, LLC
N/A—2,508-2,508-100%$206.5K———
Southeast Asset Advisors, LLC
N/A—2,500-2,500-100%$205.9K———
Financial Gravity Companies, Inc.
N/A—2,203-2,203-100%$181.4K———
Continuum Advisory, LLC
N/A—2,123-2,123-100%$174.8K———
Purpose Unlimited Inc.
N/A—2,105-2,105-100%$176.5K———
Cardiff Park Advisors, LLC
N/A—2,033-2,033-100%$167.4K———
Aptus Capital Advisors, LLC
N/A—2,018-2,018-100%$166.2K———
AE Wealth Management LLC
N/A—1,837-1,837-100%$151.3K———
Oxford Financial Group, Ltd. LLC
N/A—1,532-1,532-100%$126.1K———
Longview Financial Advisors LLC
N/A—1,352-1,352-100%$111.3K———
N.E.W. Advisory Services LLC
N/A—1,222-1,222-100%$100.6K———
Urban Financial Advisory Corp
N/A—1,178-1,178-100%$97.0K———
Stance Capital LLC
N/A—1,167-1,167-100%$96.1K———
Hollencrest Capital Management
N/A—1,005-1,005-100%$82.8K———
Dunhill Financial, LLC
N/A—971-971-100%$80.0K———
O'shaughnessy Asset Management, LLC
N/A—804-804-100%$66.2K———
Graney & King, LLC
N/A—726-726-100%$59.8K———
Arax Advisory Partners
N/A—721-721-100%$59.4K———
Qube Research & Technologies Ltd
N/A—679-679-100%$55.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—622-622-100%$51.2K———
Roble, Belko & Company, Inc
N/A—499-499-100%$41.0K———
Strategic Wealth Partners, Ltd.
N/A—497-497-100%$40.9K———
Aberdeen Wealth Management LLC
N/A—482-482-100%$39.7K———
Gould Capital, LLC
N/A—467-467-100%$38.5K———
Front Row Advisors LLC
N/A—444-444-100%$36.6K———
Smartleaf Asset Management LLC
N/A—418-418-100%$34.2K———
Bank of the Bluegrass & Trust Co.
N/A—401-401-100%$32.5K———
Proffitt & Goodson Inc
N/A—309-309-100%$25.4K———
Keating Financial Advisory Services, Inc.
N/A—290-290-100%$23.9K———
Millstone Evans Group, LLC
N/A—228-228-100%$18.8K———
WealthShield Partners, LLC
N/A—185-185-100%$15.2K———
Security National Bank of Sioux City Iowa
N/A—170-170-100%$14.0K———
Rice Partnership, LLC
N/A—162-162-100%$13.3K———
Fort Vancouver Investment Management, LLC
N/A—78-78-100%$6.4K———
Godfrey Financial Associates, Inc.
N/A—75-75-100%$6.2K———
Cbiz Investment Advisory Services, LLC
N/A—69-69-100%$4.9K———
Huntington National Bank
N/A—1-1-100%$82———
Showing 509 of 509 institutions