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Vanguard ESG US Stock ETF (ESGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares1,422,985 from 1,465,297
Change-42,312 (-3%)
Value$192.9M (-$913.7K)
Filed 2026-11-02
Visa Foundation
DECREASED
Shares1,060,735 from 1,097,235
Change-36,500 (-3%)
Value$143.8M (-$1.3M)
Filed 2026-10-21
Stanich Group LLC
INCREASED
Shares558,545 from 551,409
Change+7,136 (+1%)
Value$75.7M (+$2.8M)
Filed 2026-10-16
IMPACTfolio, LLC
INCREASED
Shares511,621 from 499,439
Change+12,182 (+2%)
Value$69.3M (+$3.3M)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares408,056 from 415,255
Change-7,199 (-2%)
Value$56.3M (+$1.4M)
Filed 2026-10-08
Facet Wealth, Inc.
INCREASED
Shares359,227 from 347,433
Change+11,794 (+3%)
Value$48.7M (+$2.7M)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares328,747 from 321,873
Change+6,874 (+2%)
Value$44.6M (+$2.0M)
Filed 2026-10-14
Platt Investment Counsel, LLC
DECREASED
Shares317,973 from 348,831
Change-30,858 (-9%)
Value$43.1M (-$3.0M)
Filed 2026-10-07
Sellwood Investment Partners LLC
DECREASED
Shares293,861 from 314,328
Change-20,467 (-7%)
Value$39.8M (-$1.7M)
Filed 2026-11-03
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares289,370 from 289,370
Change0 (0%)
Value$39.2M (+$952.0K)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares277,424 from 273,953
Change+3,471 (+1%)
Value$37.6M (+$1.4M)
Filed 2026-11-06
Verde Capital Management
DECREASED
Shares263,276 from 268,931
Change-5,655 (-2%)
Value$35.7M (+$118.4K)
Filed 2026-10-28
Angeles Investment Advisors, LLC
INCREASED
Shares248,852 from 230,836
Change+18,016 (+8%)
Value$33.7M (+$3.2M)
Filed 2026-10-22
Garde Capital, Inc.
DECREASED
Shares233,110 from 234,927
Change-1,817 (-1%)
Value$31.6M (+$526.7K)
Filed 2026-10-29
Hanson & Doremus Investment Management
DECREASED
Shares226,014 from 227,643
Change-1,629 (-1%)
Value$30.6K (-$30.1M)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares197,466
Change+197,466
Value$26.8M
Filed 2026-10-26
Gemmer Asset Management LLC
INCREASED
Shares184,882 from 183,341
Change+1,541 (+1%)
Value$25.1M (+$812.1K)
Filed 2026-10-16
Soundwatch Capital LLC
DECREASED
Shares177,833 from 181,428
Change-3,595 (-2%)
Value$24.3M (+$326.6K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares171,573 from 171,322
Change+251 (+0%)
Value$23.3M (+$597.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares170,067 from 149,053
Change+21,014 (+14%)
Value$23.0M (+$3.3M)
Filed 2026-11-02
Regatta Capital Group, LLC
INCREASED
Shares169,562 from 163,717
Change+5,845 (+4%)
Value$23.0M (+$1.3M)
Filed 2026-10-23
LifeGuide Financial Advisors, LLC
INCREASED
Shares164,255 from 161,663
Change+2,592 (+2%)
Value$22.3M (+$883.1K)
Filed 2026-10-20
Human Investing LLC
DECREASED
Shares148,309 from 148,493
Change-184 (0%)
Value$20.1M (+$463.6K)
Filed 2026-10-19
Orgel Wealth Management, LLC
INCREASED
Shares144,730 from 143,189
Change+1,541 (+1%)
Value$19.6M (+$679.9K)
Filed 2026-10-14
Diversified Portfolios, Inc.
DECREASED
Shares118,356 from 121,505
Change-3,149 (-3%)
Value$16.0M (-$27.0K)
Filed 2026-11-04
One Day In July LLC
INCREASED
Shares117,931 from 112,962
Change+4,969 (+4%)
Value$16.0M (+$1.0M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares103,362 from 107,988
Change-4,626 (-4%)
Value$14.0K (-$14.3M)
Filed 2026-11-02
Farrell Financial LLC
INCREASED
Shares100,265 from 98,026
Change+2,239 (+2%)
Value$13.6M (+$626.0K)
Filed 2026-10-16
Harpswell Capital Advisors, LLC
DECREASED
Shares99,500 from 129,450
Change-29,950 (-23%)
Value$13.5M (-$3.6M)
Filed 2026-10-09
AMG National Trust Bank
INCREASED
Shares84,753 from 83,470
Change+1,283 (+2%)
Value$11.5M (+$448.5K)
Filed 2026-11-05
Boston Standard Wealth Management, LLC
DECREASED
Shares79,634 from 79,946
Change-312 (0%)
Value$10.8M (+$178.0K)
Filed 2026-10-07
Relyea Zuckerberg Hanson LLC
INCREASED
Shares75,039 from 66,573
Change+8,466 (+13%)
Value$10.2M (+$1.4M)
Filed 2026-10-20
Pearl Planning LLC
INCREASED
Shares73,116 from 60,619
Change+12,497 (+21%)
Value$9.9M (+$1.9M)
Filed 2026-10-13
New Covenant Trust Company, N.A.
DECREASED
Shares57,380 from 57,492
Change-112 (0%)
Value$7.8M (+$174.0K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares54,334 from 46,828
Change+7,506 (+16%)
Value$7.4M (+$1.2M)
Filed 2026-11-05
Paragon Capital Management Ltd
INCREASED
Shares52,844 from 52,721
Change+123 (+0%)
Value$7.2M (+$190.1K)
Filed 2026-10-09
White Lighthouse Investment Management Inc.
INCREASED
Shares47,150 from 47,053
Change+97 (+0%)
Value$6.4M (+$167.9K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
DECREASED
Shares44,074 from 45,509
Change-1,435 (-3%)
Value$6.0M (-$44.7K)
Filed 2026-10-23
New England Private Wealth Advisors LLC
INCREASED
Shares42,161 from 34,489
Change+7,672 (+22%)
Value$5.7M (+$1.2M)
Filed 2026-10-19
Gould Asset Management LLC
INCREASED
Shares40,952 from 38,529
Change+2,423 (+6%)
Value$5.6M (+$455.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares40,395 from 35,516
Change+4,879 (+14%)
Value$5.5M (+$781.0K)
Filed 2026-10-08
Sageworth Trust Co
DECREASED
Shares37,870 from 38,034
Change-164 (0%)
Value$5.1M (+$102.8K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares36,112 from 36,284
Change-172 (0%)
Value$4.9M (+$96.1K)
Filed 2026-10-28
Ashford Advisors, LLC
UNCHANGED
Shares35,896 from 35,896
Change0 (0%)
Value$4.9M (+$118.1K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares34,857 from 30,555
Change+4,302 (+14%)
Value$4.7M (+$683.6K)
Filed 2026-10-29
Brooklyn FI, LLC
DECREASED
Shares34,178 from 35,296
Change-1,118 (-3%)
Value$4.6M (-$38.6K)
Filed 2026-11-05
Stonehearth Capital Management, LLC
DECREASED
Shares33,973 from 34,233
Change-260 (-1%)
Value$4.6M (+$77.4K)
Filed 2026-10-13
First Horizon Corp
UNCHANGED
Shares33,939 from 33,939
Change0 (0%)
Value$4.6M (+$111.7K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares32,182 from 32,341
Change-159 (0%)
Value$4.4M (+$84.8K)
Filed 2026-11-04
McClarren Financial Advisors, Inc.
INCREASED
Shares31,901 from 31,290
Change+611 (+2%)
Value$4.3M (+$185.8K)
Filed 2026-10-15
Well Done, LLC
DECREASED
Shares31,767 from 32,251
Change-484 (-1%)
Value$4.3M (+$40.5K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares30,168 from 46,213
Change-16,045 (-35%)
Value$4.1M (-$2.0M)
Filed 2026-10-28
Valmark Advisers, Inc.
DECREASED
Shares29,764 from 29,862
Change-98 (0%)
Value$4.0M (+$85.0K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares29,286 from 48,546
Change-19,260 (-40%)
Value$4.0M (-$2.5M)
Filed 2026-10-15
Mallini Complete Financial Planning LLC
DECREASED
Shares29,024 from 29,154
Change-130 (0%)
Value$3.9M (+$78.4K)
Filed 2026-10-06
Bell Bank
INCREASED
Shares28,861 from 11,171
Change+17,690 (+158%)
Value$3.9M (+$2.4M)
Filed 2026-10-21
Modera Wealth Management, LLC
INCREASED
Shares28,743 from 28,108
Change+635 (+2%)
Value$3.9M (+$178.5K)
Filed 2026-10-28
Trademark Financial Management, LLC
DECREASED
Shares28,389 from 29,581
Change-1,192 (-4%)
Value$3.8M (-$64.3K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
INCREASED
Shares27,152 from 27,124
Change+28 (+0%)
Value$3.7M (+$93.0K)
Filed 2026-10-15
Topel & Distasi Wealth Management, LLC
INCREASED
Shares25,899 from 25,287
Change+612 (+2%)
Value$3.5M (+$166.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,691 from 23,244
Change+2,447 (+11%)
Value$3.5M (+$414.8K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
DECREASED
Shares25,409 from 26,153
Change-744 (-3%)
Value$3.5M (+$26.0K)
Filed 2026-10-13
Wealth Group Ltd
DECREASED
Shares24,917 from 25,258
Change-341 (-1%)
Value$3.4M (+$67.2K)
Filed 2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED
Shares23,782 from 24,636
Change-854 (-3%)
Value$3.2M (-$34.6K)
Filed 2026-11-04
Atmos Advisory, LLC
UNCHANGED
Shares23,083 from 23,083
Change0 (0%)
Value$3.1M (+$75.9K)
Filed 2026-10-06
Clarity Asset Management, Inc.
INCREASED
Shares23,030 from 21,255
Change+1,775 (+8%)
Value$3.1M (+$310.5K)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares22,699 from 22,929
Change-230 (-1%)
Value$3.1M (+$44.2K)
Filed 2026-11-05
Strategic Point Investment Advisors, LLC
DECREASED
Shares22,310 from 23,880
Change-1,570 (-7%)
Value$3.0M (-$134.2K)
Filed 2026-10-29
Armbruster Capital Management, Inc.
DECREASED
Shares21,783 from 22,528
Change-745 (-3%)
Value$3.0M (-$26.9K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares21,701 from 18,588
Change+3,113 (+17%)
Value$3.0M (+$490.3K)
Filed 2026-10-09
Prospera Capital Management, LLC
INCREASED
Shares21,270 from 21,260
Change+10 (+0%)
Value$2.9M (+$53.0K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares21,167 from 20,812
Change+355 (+2%)
Value$2.9M (+$116.6K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares20,710 from 20,859
Change-149 (-1%)
Value$2.8M (+$48.4K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares19,497 from 16,946
Change+2,551 (+15%)
Value$2.6M (+$401.5K)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares19,371 from 19,609
Change-238 (-1%)
Value$2.6M (+$32.3K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares19,201 from 16,282
Change+2,919 (+18%)
Value$2.6M (+$449.5K)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares19,006 from 19,029
Change-23 (0%)
Value$2.6M (+$59.5K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares18,899 from 20,071
Change-1,172 (-6%)
Value$2.6M (-$92.8K)
Filed 2026-10-30
Equitable Trust Co
UNCHANGED
Shares18,154 from 18,154
Change0 (0%)
Value$2.5M (+$59.7K)
Filed 2026-10-13
West Financial Advisors, LLC
DECREASED
Shares17,888 from 18,386
Change-498 (-3%)
Value$2.4M (-$6.9K)
Filed 2026-10-22
Penobscot Wealth Management
INCREASED
Shares17,720 from 14,121
Change+3,599 (+25%)
Value$2.4M (+$534.2K)
Filed 2026-10-21
Park National Corp
INCREASED
Shares17,391 from 3,250
Change+14,141 (+435%)
Value$2.4M (+$1.9M)
Filed 2026-10-05
Arjuna Capital
DECREASED
Shares17,220 from 18,118
Change-898 (-5%)
Value$2.3M (-$62.1K)
Filed 2026-11-03
Sapient Capital LLC
UNCHANGED
Shares17,094 from 17,094
Change0 (0%)
Value$2.3M (+$56.2K)
Filed 2026-10-08
Tortoise Investment Management, LLC
DECREASED
Shares16,954 from 17,083
Change-129 (-1%)
Value$2.3M (+$38.7K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
DECREASED
Shares16,790 from 17,001
Change-211 (-1%)
Value$2.3M (+$27.4K)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares16,526 from 102,967
Change-86,441 (-84%)
Value$2.2M (-$11.4M)
Filed 2026-10-13
Laurel Wealth Planning LLC
DECREASED
Shares16,378 from 18,236
Change-1,858 (-10%)
Value$2.2M (-$191.8K)
Filed 2026-11-02
Thayer Partners, LLC / MA
DECREASED
Shares16,295 from 16,490
Change-195 (-1%)
Value$2.2M (+$27.8K)
Filed 2026-11-06
Everett Harris & Co
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$2.2M (+$52.6K)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares15,562 from 15,562
Change0 (0%)
Value$2.1M (+$51.2K)
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED
Shares15,498 from 15,464
Change+34 (+0%)
Value$2.1M (+$55.5K)
Filed 2026-10-26
Scott Capital Advisors, LLC
INCREASED
Shares15,423 from 14,606
Change+817 (+6%)
Value$2.1M (+$197.6K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
INCREASED
Shares15,049 from 14,112
Change+937 (+7%)
Value$2.0M (+$173.4K)
Filed 2026-10-14
Weil Company, Inc.
INCREASED
Shares14,988 from 13,095
Change+1,893 (+14%)
Value$2.0M (+$299.7K)
Filed 2026-10-14
Skyline Advisors, Inc.
DECREASED
Shares14,432 from 15,342
Change-910 (-6%)
Value$2.0M (-$72.8K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares14,352
Change+14,352
Value$1.9M
Filed 2026-10-21
Wealth Analytics Partners, LLC
DECREASED
Shares14,348 from 14,996
Change-648 (-4%)
Value$1.9M (-$54.2K)
Filed 2026-10-19
Silver Oak Advisory Group, Inc.
DECREASED
Shares14,309 from 14,599
Change-290 (-2%)
Value$1.9M (+$9.3K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares14,305 from 12,421
Change+1,884 (+15%)
Value$1.9M (+$296.3K)
Filed 2026-11-05
Burkett Asset Management Ltd
UNCHANGED
Shares14,250 from 14,250
Change0 (0%)
Value$1.9M (+$46.9K)
Filed 2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares13,986 from 14,034
Change-48 (0%)
Value$1.9M (+$39.7K)
Filed 2026-10-29
Farnam Financial LLC
DECREASED
Shares13,973 from 14,308
Change-335 (-2%)
Value$1.9M (-$12.8K)
Filed 2026-10-21
Ervin Investment Management, LLC
INCREASED
Shares13,738 from 13,688
Change+50 (+0%)
Value$1.9M (+$51.8K)
Filed 2026-10-23
TD Private Client Wealth LLC
NEW
Shares13,593
Change+13,593
Value$1.8M
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares13,565 from 12,961
Change+604 (+5%)
Value$1.8M (+$79.9K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares13,431 from 13,431
Change0 (0%)
Value$1.8M (+$44.2K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares13,233 from 13,202
Change+31 (+0%)
Value$1.8M (+$47.6K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares13,162 from 13,176
Change-14 (0%)
Value$1.8M (+$41.4K)
Filed 2026-11-06
Values Added Financial LLC
DECREASED
Shares13,135 from 13,177
Change-42 (0%)
Value$1.8M (+$37.7K)
Filed 2026-10-28
Shepherd Financial Partners LLC
UNCHANGED
Shares12,933 from 12,933
Change0 (0%)
Value$1.8M (+$42.5K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares12,930 from 12,905
Change+25 (+0%)
Value$1.8M (+$45.8K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares12,723 from 7,862
Change+4,861 (+62%)
Value$1.7M (+$684.6K)
Filed 2026-10-16
McLean Asset Management Corp
DECREASED
Shares12,589 from 13,302
Change-713 (-5%)
Value$1.6M (-$128.6K)
Filed 2026-11-06
Marino, Stram & Associates LLC
DECREASED
Shares12,563 from 12,615
Change-52 (0%)
Value$1.7M (+$34.5K)
Filed 2026-10-22
Towerpoint Wealth, LLC
DECREASED
Shares12,475 from 12,586
Change-111 (-1%)
Value$1.7M (+$26.3K)
Filed 2026-10-13
Beacon Financial Planning, Inc
INCREASED
Shares12,306 from 12,277
Change+29 (+0%)
Value$1.7M (+$44.3K)
Filed 2026-11-04
Northland Capital Management LLC
DECREASED
Shares12,287 from 12,753
Change-466 (-4%)
Value$1.7M (-$21.2K)
Filed 2026-10-15
Selective Wealth Management, Inc.
DECREASED
Shares12,147 from 12,446
Change-299 (-2%)
Value$1.7M (+$21.2K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares11,879 from 2,337
Change+9,542 (+408%)
Value$1.6M (+$1.3M)
Filed 2026-10-08
Savant Capital, LLC
DECREASED
Shares11,580 from 23,999
Change-12,419 (-52%)
Value$1.6M (-$1.3M)
Filed 2026-11-06
Arbor Investment Advisors, LLC
INCREASED
Shares11,464 from 11,442
Change+22 (+0%)
Value$1.6M (+$40.7K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares10,940 from 4,148
Change+6,792 (+164%)
Value$1.5M (+$934.2K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares10,883 from 10,710
Change+173 (+2%)
Value$1.5K (-$1.4M)
Filed 2026-11-05
Chemistry Wealth Management LLC
UNCHANGED
Shares10,827 from 10,827
Change0 (0%)
Value$1.5M (+$35.6K)
Filed 2026-10-16
Xena Financial Planning, LLC
INCREASED
Shares10,119 from 10,117
Change+2 (+0%)
Value$1.4M (+$33.6K)
Filed 2026-10-13
Addison Advisors LLC
DECREASED
Shares10,069 from 10,310
Change-241 (-2%)
Value$1.4M (+$1.3K)
Filed 2026-11-06
Midwest Trust Co
UNCHANGED
Shares9,837 from 9,837
Change0 (0%)
Value$1.3M (+$32.4K)
Filed 2026-10-22
Brickley Wealth Management
DECREASED
Shares9,701 from 10,227
Change-526 (-5%)
Value$1.3M (-$37.6K)
Filed 2026-11-04
Family CFO Inc
UNCHANGED
Shares9,678 from 9,678
Change0 (0%)
Value$1.3M (+$31.8K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares9,582 from 8,066
Change+1,516 (+19%)
Value$1.3M (+$232.1K)
Filed 2026-11-02
Joel Adams & Associates, Inc.
DECREASED
Shares9,581 from 9,875
Change-294 (-3%)
Value$1.3M (-$7.4K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares9,555 from 9,071
Change+484 (+5%)
Value$1.3M (+$95.4K)
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares9,424
Change+9,424
Value$1.3M
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares9,278 from 15,123
Change-5,845 (-39%)
Value$1.3M (-$742.5K)
Filed 2026-10-16
IFG Advisors, LLC
DECREASED
Shares9,178 from 9,208
Change-30 (0%)
Value$1.2M (+$26.3K)
Filed 2026-10-15
ANB Bank
DECREASED
Shares9,169 from 9,318
Change-149 (-2%)
Value$1.2M (+$10.5K)
Filed 2026-10-09
Greenspring Advisors, LLC
UNCHANGED
Shares9,130 from 9,130
Change0 (0%)
Value$1.2M (+$30.0K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares9,114 from 9,407
Change-293 (-3%)
Value$1.2M (-$8.8K)
Filed 2026-10-06
Larson Financial Group LLC
DECREASED
Shares9,085 from 9,152
Change-67 (-1%)
Value$1.2M (+$21.1K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares9,070
Change+9,070
Value$1.2K
Filed 2026-11-03
Townsend Financial Planning, LLC
DECREASED
Shares9,068 from 9,231
Change-163 (-2%)
Value$1.2M (+$8.3K)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares8,988 from 9,794
Change-806 (-8%)
Value$1.2M (-$77.0K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares8,889 from 8,880
Change+9 (+0%)
Value$1.2M (+$30.4K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares8,871 from 30,527
Change-21,656 (-71%)
Value$1.2M (-$2.8M)
Filed 2026-11-04
My Personal CFO, LLC
UNCHANGED
Shares8,696 from 8,696
Change0 (0%)
Value$1.2M (+$28.6K)
Filed 2026-10-14
Landaas & Co
DECREASED
Shares8,549 from 8,624
Change-75 (-1%)
Value$1.2M (+$18.2K)
Filed 2026-10-29
Avantax Planning Partners, Inc.
DECREASED
Shares8,543 from 8,600
Change-57 (-1%)
Value$1.2M (+$20.6K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares8,458 from 8,458
Change0 (0%)
Value$1.1M (+$27.8K)
Filed 2026-10-21
HBK Sorce Advisory LLC
DECREASED
Shares8,309 from 8,336
Change-27 (0%)
Value$1.1M (-$61.6K)
Filed 2026-11-06
Sageworth Trust Co of South Dakota
DECREASED
Shares8,277 from 8,398
Change-121 (-1%)
Value$1.1M (+$11.2K)
Filed 2026-10-30
Presilium Private Wealth, LLC
DECREASED
Shares8,253 from 8,734
Change-481 (-6%)
Value$1.1M (-$36.5K)
Filed 2026-10-26
Thompson Davis & Co., Inc.
UNCHANGED
Shares8,124 from 8,124
Change0 (0%)
Value$1.1M (+$26.7K)
Filed 2026-11-05
Robinson Smith Wealth Advisors LLC
NEW
Shares8,025
Change+8,025
Value$1.1M
Filed 2026-10-22
Truefg, LLC
DECREASED
Shares8,017 from 8,285
Change-268 (-3%)
Value$1.1M (-$9.0K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares7,998 from 7,869
Change+129 (+2%)
Value$1.1M (+$43.3K)
Filed 2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares7,863 from 8,473
Change-610 (-7%)
Value$1.1M (-$54.8K)
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
INCREASED
Shares7,829 from 7,803
Change+26 (+0%)
Value$1.1M (+$29.2K)
Filed 2026-10-15
Acropolis Investment Management, LLC
INCREASED
Shares7,827 from 4,220
Change+3,607 (+85%)
Value$1.1M (+$502.7K)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares7,794 from 5,885
Change+1,909 (+32%)
Value$1.1M (+$278.1K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares7,671 from 8,268
Change-597 (-7%)
Value$1.0K (-$1.1M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares7,445 from 7,214
Change+231 (+3%)
Value$1.0M (+$55.0K)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares7,403 from 1,903
Change+5,500 (+289%)
Value$1.0M (+$751.7K)
Filed 2026-10-13
Cherrydale Wealth Management, LLC
DECREASED
Shares7,398 from 7,409
Change-11 (0%)
Value$1.0M (+$22.9K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares7,391 from 7,373
Change+18 (+0%)
Value$1.0M (+$26.6K)
Filed 2026-11-04
May Hill Capital, LLC
UNCHANGED
Shares7,312 from 7,312
Change0 (0%)
Value$991.0K (+$24.1K)
Filed 2026-11-03
Princeton Global Asset Management LLC
INCREASED
Shares7,250 from 6,929
Change+321 (+5%)
Value$982.6K (+$66.3K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares6,995 from 5,347
Change+1,648 (+31%)
Value$948.0K (+$240.9K)
Filed 2026-11-03
Pecaut & Co.
DECREASED
Shares6,980 from 7,118
Change-138 (-2%)
Value$946.0K (+$4.7K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$941.9K (+$22.9K)
Filed 2026-10-23
Milestone Investment Advisors LLC
DECREASED
Shares6,880 from 7,202
Change-322 (-4%)
Value$932.4K (-$20.0K)
Filed 2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED
Shares6,837 from 7,846
Change-1,009 (-13%)
Value$926.7K (-$110.9K)
Filed 2026-10-27
Weinberger Asset Management, Inc
INCREASED
Shares6,796 from 6,764
Change+32 (+0%)
Value$921.1K (+$28.0K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares6,714 from 6,428
Change+286 (+4%)
Value$909.9K (+$59.8K)
Filed 2026-11-02
Abacus Planning Group, Inc.
INCREASED
Shares6,712 from 6,711
Change+1 (+0%)
Value$909.6K (+$22.1K)
Filed 2026-11-02
Symmetry Partners, LLC
DECREASED
Shares6,507 from 6,526
Change-19 (0%)
Value$881.9K (+$18.9K)
Filed 2026-10-27
Focus Financial Network, Inc.
INCREASED
Shares6,496 from 5,496
Change+1,000 (+18%)
Value$880.4K (+$153.6K)
Filed 2026-10-14
Winter & Associates, Inc.
DECREASED
Shares6,183 from 7,532
Change-1,349 (-18%)
Value$839.8K (-$156.3K)
Filed 2026-10-23
Coston, McIsaac & Partners
DECREASED
Shares6,098 from 6,248
Change-150 (-2%)
Value$826.5K (+$1.5K)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares6,045 from 6,031
Change+14 (+0%)
Value$819.3K (+$21.8K)
Filed 2026-11-06
ETF Portfolio Partners, Inc.
INCREASED
Shares6,023 from 6,022
Change+1 (+0%)
Value$816.3K (+$19.9K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares5,980 from 4,828
Change+1,152 (+24%)
Value$801.8K (+$173.9K)
Filed 2026-10-27
Firestone Capital Management
INCREASED
Shares5,970 from 5,942
Change+28 (+0%)
Value$809.1K (+$23.3K)
Filed 2026-11-03
Northeast Investment Management
INCREASED
Shares5,935 from 5,775
Change+160 (+3%)
Value$804.4K (+$40.7K)
Filed 2026-10-30
KMG Fiduciary Partners, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$799.6K (+$19.4K)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares5,899 from 5,860
Change+39 (+1%)
Value$799.5K (+$24.5K)
Filed 2026-11-06
Peirce Capital Management, LLC
INCREASED
Shares5,884 from 5,883
Change+1 (+0%)
Value$797.5K (+$19.6K)
Filed 2026-10-19
Quantum Financial Planning Services, Inc.
INCREASED
Shares5,831 from 5,818
Change+13 (+0%)
Value$790.3K (+$21.0K)
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares5,820 from 5,381
Change+439 (+8%)
Value$788.8K (+$77.2K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares5,780 from 5,710
Change+70 (+1%)
Value$785.5K (+$29.5K)
Filed 2026-10-16
Winthrop Advisory Group LLC
INCREASED
Shares5,655 from 2,361
Change+3,294 (+140%)
Value$766.4K (+$454.2K)
Filed 2026-10-22
Guardsman Private Capital Management, Inc.
DECREASED
Shares5,551 from 5,588
Change-37 (-1%)
Value$752.3K (+$13.4K)
Filed 2026-10-19
Gordian Advisors LLC
INCREASED
Shares5,509 from 5,501
Change+8 (+0%)
Value$746.6K (+$19.2K)
Filed 2026-10-30
Compass Ion Advisors, LLC
DECREASED
Shares5,488 from 5,505
Change-17 (0%)
Value$743.8K (+$15.7K)
Filed 2026-10-23
Andrews Advisory Associates, LLC
DECREASED
Shares5,402 from 5,677
Change-275 (-5%)
Value$732.1K (-$18.6K)
Filed 2026-10-15
Sherman Asset Management, Inc.
DECREASED
Shares5,381 from 5,478
Change-97 (-2%)
Value$729.3K (+$4.9K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares5,361 from 5,315
Change+46 (+1%)
Value$726.5K (+$23.7K)
Filed 2026-11-05
DeDora Capital, Inc.
DECREASED
Shares5,259 from 11,631
Change-6,372 (-55%)
Value$712.8K (-$825.3K)
Filed 2026-10-26
PDS Planning, Inc
DECREASED
Shares5,190 from 5,226
Change-36 (-1%)
Value$703.4K (+$12.3K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares5,077 from 5,081
Change-4 (0%)
Value$688.1K (+$16.2K)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
NEW
Shares5,076
Change+5,076
Value$688.0K
Filed 2026-10-16
Black Diamond Financial, LLC
DECREASED
Shares5,072 from 6,120
Change-1,048 (-17%)
Value$687.4K (-$121.9K)
Filed 2026-10-26
Appleton Partners Inc
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$685 (-$667.3K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares4,980 from 3,586
Change+1,394 (+39%)
Value$674.9K (+$200.7K)
Filed 2026-11-03
Factor Wealth Management LTD
INCREASED
Shares4,952 from 4,951
Change+1 (+0%)
Value$671.1K (+$16.4K)
Filed 2026-10-08
Rossmore Private Capital
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$667.5K (+$16.2K)
Filed 2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares4,909 from 8,862
Change-3,953 (-45%)
Value$665.3K (-$506.6K)
Filed 2026-10-14
RAM Investment Partners, LLC
UNCHANGED
Shares4,878 from 4,878
Change0 (0%)
Value$661.1K (+$16.1K)
Filed 2026-10-21
Sulzberger Capital Advisors, Inc.
INCREASED
Shares4,836 from 3,863
Change+973 (+25%)
Value$655.4K (+$144.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares4,719 from 4,768
Change-49 (-1%)
Value$639.6K (+$9.0K)
Filed 2026-11-05
Northstar Asset Management Co
INCREASED
Shares4,695 from 4,655
Change+40 (+1%)
Value$641.3K (+$35.7K)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares4,654 from 4,920
Change-266 (-5%)
Value$630.8K (-$19.9K)
Filed 2026-11-06
Canopy Partners, LLC
INCREASED
Shares4,631 from 4,512
Change+119 (+3%)
Value$627.8K (+$31.1K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares4,627 from 4,685
Change-58 (-1%)
Value$627.1K (+$7.6K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
NEW
Shares4,558
Change+4,558
Value$617.8K
Filed 2026-10-23
Goldenstone Wealth Management LLC
UNCHANGED
Shares4,505 from 4,505
Change0 (0%)
Value$610.6K (+$14.8K)
Filed 2026-11-04
Sterling Wealth Management, Inc.
INCREASED
Shares4,447 from 4,438
Change+9 (+0%)
Value$602.7K (+$15.9K)
Filed 2026-10-23
Pinnacle Financial Group, LLC / IL
INCREASED
Shares4,443 from 4,439
Change+4 (+0%)
Value$602.1K (+$15.2K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares4,401 from 4,759
Change-358 (-8%)
Value$596.4K (-$32.9K)
Filed 2026-11-06
Silverlake Wealth Management LLC
DECREASED
Shares4,372 from 4,650
Change-278 (-6%)
Value$592.5K (-$22.4K)
Filed 2026-10-21
Warner Financial, Inc
INCREASED
Shares4,357 from 3,170
Change+1,187 (+37%)
Value$590.5K (+$171.2K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
INCREASED
Shares4,261 from 4,175
Change+86 (+2%)
Value$577.5K (+$108.8K)
Filed 2026-10-13
Level Financial Advisors
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$572.6K (+$13.9K)
Filed 2026-10-13
Natural Investments, LLC
INCREASED
Shares4,213 from 2,874
Change+1,339 (+47%)
Value$571.0K (+$191.0K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares4,196 from 4,193
Change+3 (+0%)
Value$568.7K (+$14.2K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
DECREASED
Shares4,170 from 4,171
Change-1 (0%)
Value$565.2K (+$13.6K)
Filed 2026-11-02
First Hawaiian Bank
DECREASED
Shares4,168 from 4,721
Change-553 (-12%)
Value$564.9K (-$59.4K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares4,111 from 4,067
Change+44 (+1%)
Value$557.1K (+$19.3K)
Filed 2026-10-20
Aureum Wealth Management, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$555.7K (+$13.5K)
Filed 2026-10-15
LexAurum Advisors, LLC
DECREASED
Shares4,071 from 4,438
Change-367 (-8%)
Value$551.8K (-$35.1K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
DECREASED
Shares4,000 from 4,921
Change-921 (-19%)
Value$542.1K (-$108.6K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares3,969 from 3,964
Change+5 (+0%)
Value$538.0K (+$13.7K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,967 from 3,712
Change+255 (+7%)
Value$537.6K (+$46.8K)
Filed 2026-11-03
Florida Trust Wealth Management Co
DECREASED
Shares3,954 from 4,450
Change-496 (-11%)
Value$535.9K (-$52.6K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED
Shares3,923 from 3,923
Change0 (0%)
Value$531.7K (+$12.9K)
Filed 2026-10-21
Essential Planning, Llc.
INCREASED
Shares3,874 from 3,469
Change+405 (+12%)
Value$525.0K (+$66.3K)
Filed 2026-10-21
NWF Advisory Services Inc.
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$524.5K (+$12.7K)
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares3,790 from 3,786
Change+4 (+0%)
Value$513.6K (+$12.9K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
DECREASED
Shares3,764 from 3,816
Change-52 (-1%)
Value$510.1K (+$5.5K)
Filed 2026-10-09
Pinnacle Associates LTD
INCREASED
Shares3,750 from 3,433
Change+317 (+9%)
Value$508.2K (+$54.3K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares3,743 from 3,393
Change+350 (+10%)
Value$507.3K (+$58.6K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares3,708 from 3,610
Change+98 (+3%)
Value$502.5K (+$25.2K)
Filed 2026-10-28
Mokosak Advisory Group, LLC
DECREASED
Shares3,700 from 3,866
Change-166 (-4%)
Value$501.5K (-$9.6K)
Filed 2026-10-20
Bdfs Capital LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$501.5K (+$12.2K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares3,644 from 3,635
Change+9 (+0%)
Value$493.8K (+$13.1K)
Filed 2026-10-21
Old Peak Finance LLC
INCREASED
Shares3,606 from 3,457
Change+149 (+4%)
Value$488.8K (+$31.6K)
Filed 2026-11-02
Five Pine Wealth Management
DECREASED
Shares3,572 from 3,609
Change-37 (-1%)
Value$484.1K (+$6.9K)
Filed 2026-10-20
Cutler Investment Counsel LLC
DECREASED
Shares3,558 from 3,820
Change-262 (-7%)
Value$482.2K (-$22.9K)
Filed 2026-10-28
MSH Capital Advisors LLC
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$478.4K (+$11.6K)
Filed 2026-11-03
Ibex Wealth Advisors
INCREASED
Shares3,497 from 3,484
Change+13 (+0%)
Value$473.9K (+$13.2K)
Filed 2026-11-06
Mengis Capital Management, Inc.
DECREASED
Shares3,496 from 3,574
Change-78 (-2%)
Value$473.8K (+$1.1K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,482 from 1,571
Change+1,911 (+122%)
Value$471.9K (+$264.2K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares3,450 from 3,133
Change+317 (+10%)
Value$467.6K (+$53.3K)
Filed 2026-10-23
Five Oceans Advisors
UNCHANGED
Shares3,416 from 3,416
Change0 (0%)
Value$463.0K (+$11.2K)
Filed 2026-10-22
Meridian Financial Partners LLC
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$460.8K (+$8.6K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
UNCHANGED
Shares3,323 from 3,323
Change0 (0%)
Value$450.4K (+$10.9K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$450.0K (+$10.9K)
Filed 2026-10-21
Cooper S Advisors, LLC
NEW
Shares3,308
Change+3,308
Value$448.3K
Filed 2026-11-03
Cascade Investment Advisors, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$447.2K (+$10.9K)
Filed 2026-11-02
Carnegie Investment Counsel
INCREASED
Shares3,290 from 1,871
Change+1,419 (+76%)
Value$445.8K (+$198.5K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$436.4K (+$10.6K)
Filed 2026-10-13
Burns J W & Co Inc
NEW
Shares3,201
Change+3,201
Value$433.8K
Filed 2026-10-20
Parcion Private Wealth LLC
UNCHANGED
Shares3,192 from 3,192
Change0 (0%)
Value$432.6K (+$10.5K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares3,155 from 3,377
Change-222 (-7%)
Value$427.6K (-$19.0K)
Filed 2026-10-28
Principle Wealth Partners LLC
UNCHANGED
Shares3,154 from 3,154
Change0 (0%)
Value$427.5K (+$10.4K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
NEW
Shares3,106
Change+3,106
Value$421.0K
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$417.3K (+$10.1K)
Filed 2026-10-09
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$415.8K (+$10.1K)
Filed 2026-10-08
Nations Financial Group Inc,
NEW
Shares3,062
Change+3,062
Value$415.0K
Filed 2026-11-05
True North Advisors, LLC
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$408.9K (+$9.9K)
Filed 2026-10-22
RTD Financial Advisors, Inc.
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$408.9K (+$9.9K)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares3,015 from 3,032
Change-17 (-1%)
Value$408.6K (+$7.7K)
Filed 2026-10-26
Corepath Wealth Partners LLC
DECREASED
Shares3,014 from 4,000
Change-986 (-25%)
Value$416.1K (-$111.1K)
Filed 2026-10-21
Stonebridge Financial Planning Group, LLC
INCREASED
Shares2,954 from 2,805
Change+149 (+5%)
Value$400.4K (+$29.4K)
Filed 2026-11-06
CGN Advisors LLC
DECREASED
Shares2,953 from 23,238
Change-20,285 (-87%)
Value$400.2K (-$2.7M)
Filed 2026-10-21
Legacy Private Trust Co.
DECREASED
Shares2,940 from 3,025
Change-85 (-3%)
Value$398.5K (-$1.6K)
Filed 2026-10-06
Hurley Capital, LLC
INCREASED
Shares2,930 from 2,827
Change+103 (+4%)
Value$397.1K (+$23.3K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares2,903 from 2,923
Change-20 (-1%)
Value$393.4K (+$6.9K)
Filed 2026-10-22
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$393.0K (+$9.5K)
Filed 2026-10-16
Fiera Capital Corp
INCREASED
Shares2,870 from 2,863
Change+7 (+0%)
Value$389.0K (+$10.4K)
Filed 2026-11-06
Ignite Planners, LLC
UNCHANGED
Shares2,813 from 2,813
Change0 (0%)
Value$381.2K (+$9.3K)
Filed 2026-10-14
Obermeyer Wealth Partners
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$379.5K (+$9.2K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
DECREASED
Shares2,783 from 2,856
Change-73 (-3%)
Value$385.3K (+$8.6K)
Filed 2026-10-19
Retirement Planning Group, LLC
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$374.5K (+$9.1K)
Filed 2026-10-19
Nottingham Advisors, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$373.0K (+$11.8K)
Filed 2026-10-29
EdgeRock Capital LLC
NEW
Shares2,740
Change+2,740
Value$371.4K
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares2,727 from 2,727
Change0 (0%)
Value$369.6K (+$9.0K)
Filed 2026-11-04
Capital Management Corp
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$368.9K (+$9.0K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares2,702 from 2,696
Change+6 (+0%)
Value$366.2K (+$9.7K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares2,683 from 2,608
Change+75 (+3%)
Value$363.6K (+$18.7K)
Filed 2026-10-30
Plancorp, LLC
UNCHANGED
Shares2,679 from 2,679
Change0 (0%)
Value$355.6K (+$563)
Filed 2026-11-03
Manchester Financial Inc
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$351.7K (+$8.5K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,555 from 2,952
Change-397 (-13%)
Value$346.3K (-$44.1K)
Filed 2026-10-20
AAF Wealth Management, LLC
DECREASED
Shares2,553 from 3,461
Change-908 (-26%)
Value$346.1K (-$111.7K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares2,548 from 2,586
Change-38 (-1%)
Value$345.3K (+$3.3K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,533 from 2,464
Change+69 (+3%)
Value$343.2K (+$17.4K)
Filed 2026-10-27
Schaeffer Financial LLC
DECREASED
Shares2,498 from 2,674
Change-176 (-7%)
Value$338.6K (-$15.0K)
Filed 2026-10-23
PW Nova Financial Services LLC
UNCHANGED
Shares2,478 from 2,478
Change0 (0%)
Value$335.8K (+$8.2K)
Filed 2026-10-15
MBE Wealth Management, LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$333.4K (+$8.1K)
Filed 2026-10-26
FC Advisory LLC
INCREASED
Shares2,459 from 2,454
Change+5 (+0%)
Value$333.3K (+$8.7K)
Filed 2026-10-05
Oppenheimer Asset Management Inc.
INCREASED
Shares2,452 from 2,394
Change+58 (+2%)
Value$332.3K (+$15.7K)
Filed 2026-10-27
True Link Financial Advisors, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$330.6K (+$8.0K)
Filed 2026-10-27
KW Wealth Management LLC
NEW
Shares2,425
Change+2,425
Value$328.7K
Filed 2026-10-28
Salus Financial Advisors, LLC
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$324.1K (+$7.9K)
Filed 2026-10-20
Everhart Financial Group, Inc.
DECREASED
Shares2,374 from 2,380
Change-6 (0%)
Value$321.7K (+$7.0K)
Filed 2026-10-08
Bluestem Financial Advisors, LLC
INCREASED
Shares2,350 from 2,349
Change+1 (+0%)
Value$318.5K (+$7.8K)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$312.5K (+$7.6K)
Filed 2026-10-26
Townsend Asset Management Corp
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$309.4K (+$7.5K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares2,278 from 2,333
Change-55 (-2%)
Value$308.8K (+$248)
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares2,276 from 2,272
Change+4 (+0%)
Value$308.5K (+$8.1K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares2,259 from 2,178
Change+81 (+4%)
Value$306.2K (+$18.2K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
UNCHANGED
Shares2,252 from 2,252
Change0 (0%)
Value$305.2K (+$7.4K)
Filed 2026-11-03
Trust Point Inc.
DECREASED
Shares2,229 from 2,267
Change-38 (-2%)
Value$302.1K (+$2.3K)
Filed 2026-10-27
Wolfstich Capital, LLC
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$301.1K (+$8.4K)
Filed 2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,178 from 2,178
Change0 (0%)
Value$295.2K (+$7.2K)
Filed 2026-10-30
Whitegate Investment Counselors, Inc.
DECREASED
Shares2,147 from 2,215
Change-68 (-3%)
Value$291.0K (-$1.9K)
Filed 2026-11-02
Financial Futures Ltd Liability Co.
DECREASED
Shares2,136 from 2,622
Change-486 (-19%)
Value$289.5K (-$57.2K)
Filed 2026-10-13
Continuum Wealth Advisors, LLC
INCREASED
Shares2,120 from 2,098
Change+22 (+1%)
Value$287.3K (+$9.9K)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares2,089
Change+2,089
Value$283.1K
Filed 2026-10-28
North Star Investment Management Corp.
INCREASED
Shares2,081 from 2,077
Change+4 (+0%)
Value$282.1K (+$7.4K)
Filed 2026-10-27
Equity Wealth Partners, LLC
INCREASED
Shares2,038 from 2,020
Change+18 (+1%)
Value$276.3K (+$9.2K)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares2,029 from 2,024
Change+5 (+0%)
Value$275.0K (+$7.3K)
Filed 2026-10-27
Fiduciary Alliance LLC
INCREASED
Shares2,015 from 2,014
Change+1 (+0%)
Value$273.1K (+$6.8K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$272.3K (+$6.6K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares2,008 from 1,808
Change+200 (+11%)
Value$272.1K (+$33.1K)
Filed 2026-10-13
Auxano Advisors, LLC
NEW
Shares1,993
Change+1,993
Value$270.1K
Filed 2026-11-06
Level Wealth Management LLC
INCREASED
Shares1,987 from 1,983
Change+4 (+0%)
Value$269.3K (+$7.1K)
Filed 2026-10-23
Trek Financial, LLC
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$267.0K (+$6.5K)
Filed 2026-10-29
Center for Financial Planning, Inc.
NEW
Shares1,963
Change+1,963
Value$266.0K
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$263.2K (+$4.4K)
Filed 2026-10-22
Diversified Enterprises, LLC
DECREASED
Shares1,955 from 2,401
Change-446 (-19%)
Value$265.0K (-$52.5K)
Filed 2026-10-19
Norris Perne & French LLP
DECREASED
Shares1,937 from 2,007
Change-70 (-3%)
Value$262.5K (-$2.9K)
Filed 2026-10-23
Nemes Rush Group LLC
INCREASED
Shares1,909 from 1,908
Change+1 (+0%)
Value$258.8K (+$6.5K)
Filed 2026-11-04
DT Investment Partners, LLC
INCREASED
Shares1,906 from 301
Change+1,605 (+533%)
Value$258.3K (+$218.5K)
Filed 2026-10-27
Cornerstone Advisory, LLC
DECREASED
Shares1,904 from 1,936
Change-32 (-2%)
Value$258.0K (+$1.9K)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares1,900 from 2,100
Change-200 (-10%)
Value$257.5K (-$20.2K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW
Shares1,884
Change+1,884
Value$255.3K
Filed 2026-10-16
Kestra Investment Management, LLC
NEW
Shares1,876
Change+1,876
Value$254.3K
Filed 2026-11-04
Jacobsen Capital Management
INCREASED
Shares1,857 from 1,853
Change+4 (+0%)
Value$251.7K (+$6.7K)
Filed 2026-10-27
Ledgewood Wealth Advisors, LLC
INCREASED
Shares1,856 from 1,855
Change+1 (+0%)
Value$251.5K (+$6.2K)
Filed 2026-10-09
JSF Financial, LLC
INCREASED
Shares1,852 from 1,598
Change+254 (+16%)
Value$251.0K (+$39.7K)
Filed 2026-10-22
OFC Financial Planning, LLC
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$246.1K (+$6.0K)
Filed 2026-11-06
Vista Investment Partners II, LLC
DECREASED
Shares1,812 from 1,832
Change-20 (-1%)
Value$245.6K (+$3.3K)
Filed 2026-10-15
Diversify Wealth Management, LLC
NEW
Shares1,800
Change+1,800
Value$245.8K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares1,800
Change+1,800
Value$245.8K
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares1,797 from 717
Change+1,080 (+151%)
Value$243.5K (+$148.7K)
Filed 2026-11-02
Northern Capital Management, Inc.
INCREASED
Shares1,785 from 1,601
Change+184 (+11%)
Value$241.9K (+$30.2K)
Filed 2026-11-05
Astra Wealth Partners LLC
INCREASED
Shares1,784 from 1,771
Change+13 (+1%)
Value$241.8K (+$7.7K)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
INCREASED
Shares1,774 from 1,732
Change+42 (+2%)
Value$240.4K (+$11.4K)
Filed 2026-10-20
BAR Harbor Wealth Management
NEW
Shares1,750
Change+1,750
Value$237.2K
Filed 2026-10-21
Keystone Wealth Services, LLC
INCREASED
Shares1,744 from 1,743
Change+1 (+0%)
Value$236.6K (+$6.1K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,742 from 1,644
Change+98 (+6%)
Value$236.1K (+$18.7K)
Filed 2026-11-02
Argyle Capital Partners, LLC
DECREASED
Shares1,740 from 1,799
Change-59 (-3%)
Value$235.8K (-$2.1K)
Filed 2026-10-23
Momentous Wealth Management, Inc.
DECREASED
Shares1,734 from 1,840
Change-106 (-6%)
Value$235.0K (-$8.3K)
Filed 2026-10-21
Zenith Solutions, Inc.
INCREASED
Shares1,732 from 1,728
Change+4 (+0%)
Value$234.7K (+$6.2K)
Filed 2026-10-19
Cassilly Financial Group LLC
DECREASED
Shares1,719 from 1,743
Change-24 (-1%)
Value$233.0K (+$2.5K)
Filed 2026-10-07
Krilogy Financial LLC
INCREASED
Shares1,684 from 1,550
Change+134 (+9%)
Value$231.9K (+$26.9K)
Filed 2026-10-13
Partners in Financial Planning
INCREASED
Shares1,657 from 1,656
Change+1 (+0%)
Value$224.6K (+$5.5K)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares1,656 from 1,652
Change+4 (+0%)
Value$224.4K (+$6.0K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares1,637 from 1,579
Change+58 (+4%)
Value$222 (-$208.8K)
Filed 2026-10-30
Hoxton Planning & Management, LLC
NEW
Shares1,628
Change+1,628
Value$220.6K
Filed 2026-10-15
Trust Co of Vermont
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$219.7K (+$5.3K)
Filed 2026-10-21
Donalies Financial Planning, LLC
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$219.7K (+$5.3K)
Filed 2026-10-19
DDD Partners, LLC
DECREASED
Shares1,610 from 1,690
Change-80 (-5%)
Value$218.2K (-$5.3K)
Filed 2026-11-02
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$217.4K (+$5.3K)
Filed 2026-10-13
Maple Capital Management, Inc.
NEW
Shares1,601
Change+1,601
Value$217.0K
Filed 2026-11-02
Avaii Wealth Management, LLC
DECREASED
Shares1,600 from 1,800
Change-200 (-11%)
Value$218.8K (-$19.2K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
DECREASED
Shares1,594 from 1,694
Change-100 (-6%)
Value$216.0K (-$8.0K)
Filed 2026-10-26
Russell Investments Group, Ltd.
DECREASED
Shares1,584 from 2,153
Change-569 (-26%)
Value$214.7K (-$70.0K)
Filed 2026-11-06
BostonPremier Wealth LLC
INCREASED
Shares1,582 from 1,578
Change+4 (+0%)
Value$214.4K (+$5.7K)
Filed 2026-10-16
W Advisors, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$213.3K (+$5.2K)
Filed 2026-11-02
Concord Wealth Partners
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$211.7K (+$5.1K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares1,521 from 1,442
Change+79 (+5%)
Value$206.1K (+$15.5K)
Filed 2026-10-08
Independent Wealth Network Inc.
NEW
Shares1,500
Change+1,500
Value$203.3K
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$179.6K (+$4.4K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares1,267 from 1,266
Change+1 (+0%)
Value$171.7K (+$4.2K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$166.4K (+$4.0K)
Filed 2026-10-05
Investors Research Corp
INCREASED
Shares1,215 from 1,143
Change+72 (+6%)
Value$164.7K (+$13.5K)
Filed 2026-10-07
Carolina Wealth Advisors, LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$163.3K (+$4.0K)
Filed 2026-10-23
Capitol Family Office, Inc.
INCREASED
Shares1,133 from 956
Change+177 (+19%)
Value$153.6K (+$27.1K)
Filed 2026-10-13
Frankly Finances, LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$131.2K (+$3.2K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$130.1K (+$3.2K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares920 from 1,155
Change-235 (-20%)
Value$124.7K (-$28.0K)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$120.1K (+$2.9K)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares860 from 859
Change+1 (+0%)
Value$116.6K (+$3.0K)
Filed 2026-10-26
First Bancorp, Inc
DECREASED
Shares837 from 905
Change-68 (-8%)
Value$113.4K (-$6.2K)
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$109.1K (+$2.6K)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$108.3K (+$2.6K)
Filed 2026-11-02
Winthrop Capital Management, LLC
DECREASED
Shares794 from 814
Change-20 (-2%)
Value$107.6K (-$366)
Filed 2026-11-05
Trust Co
INCREASED
Shares766 from 760
Change+6 (+1%)
Value$103.9K (+$3.4K)
Filed 2026-10-09
Balance Wealth Partners LLC
NEW
Shares722
Change+722
Value$97.9K
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$96.4K (+$2.3K)
Filed 2026-10-21
American Capital Advisory, LLC
INCREASED
Shares710 from 625
Change+85 (+14%)
Value$96.2K (+$13.6K)
Filed 2026-10-28
Richardson Capital Management LLC
INCREASED
Shares690 from 689
Change+1 (+0%)
Value$93.6K (+$2.5K)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$92.2K (+$2.2K)
Filed 2026-11-06
Newton One Investments LLC
DECREASED
Shares633 from 678
Change-45 (-7%)
Value$85.8K (-$3.9K)
Filed 2026-10-14
Union Savings Bank
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$79.4K (+$1.9K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares570 from 465
Change+105 (+23%)
Value$77.3K (+$15.8K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares566 from 125
Change+441 (+353%)
Value$76.7K (+$60.2K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$66.5K (+$1.6K)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$65.3K (+$1.6K)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares480 from 479
Change+1 (+0%)
Value$65.1K (+$1.7K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares473
Change+473
Value$64.1K
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$62.1K (+$1.5K)
Filed 2026-10-15
Pacific Center for Financial Services
INCREASED
Shares445 from 444
Change+1 (+0%)
Value$60.3K (+$1.6K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares425
Change+425
Value$57.6K
Filed 2026-11-04
Mascoma Wealth Management LLC
INCREASED
Shares417 from 355
Change+62 (+17%)
Value$56.5K (+$9.5K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares405
Change+405
Value$54.9K
Filed 2026-10-27
Winch Advisory Services, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$52.5K (+$1.3K)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$44.9K (+$1.1K)
Filed 2026-11-05
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$44.8K (+$1.2K)
Filed 2026-10-05
CX Institutional
INCREASED
Shares325 from 77
Change+248 (+322%)
Value$44 (+$34)
Filed 2026-10-02
Quaker Wealth Management, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$41.9K (+$1.0K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares302 from 298
Change+4 (+1%)
Value$40.9K (+$1.5K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares287
Change+287
Value$38.9K
Filed 2026-11-05
Clean Yield Group
NEW
Shares270
Change+270
Value$36.6K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$36.1K (+$875)
Filed 2026-10-27
Maseco LLP
DECREASED
Shares240 from 314
Change-74 (-24%)
Value$32.5K (-$9.0K)
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares228 from 227
Change+1 (+0%)
Value$30.9K (+$819)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares224 from 223
Change+1 (+0%)
Value$30.3K (+$805)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$29.4K (+$714)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$27.3K (+$714)
Filed 2026-11-05
Navigoe, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$27 (+$1)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$25.8K (+$625)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$25.3K (+$615)
Filed 2026-11-05
Nvwm, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$22.5K (+$546)
Filed 2026-10-14
Acima Private Wealth, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$21.4K (+$520)
Filed 2026-10-05
Birchbrook, Inc.
INCREASED
Shares153 from 152
Change+1 (+1%)
Value$20.7K (+$550)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares151 from 1
Change+150 (+15000%)
Value$20.4K (+$20.3K)
Filed 2026-11-05
Bfsg, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$20.1K (+$487)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares141
Change+141
Value$19.2K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$15.6K (+$378)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$12.6K (+$335)
Filed 2026-10-14
Sage Mountain Advisors LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$10.0K (+$243)
Filed 2026-11-02
Blueline Advisors LLC
NEW
Shares65
Change+65
Value$8.8K
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$8.3K (+$200)
Filed 2026-10-08
Albion Financial Group
DECREASED
Shares60 from 85
Change-25 (-29%)
Value$8.1K (-$3.1K)
Filed 2026-10-21
Bare Financial Services, Inc
NEW
Shares59
Change+59
Value$8.0K
Filed 2026-11-04
Breakwater Investment Management
DECREASED
Shares59 from 229
Change-170 (-74%)
Value$8.0K (-$22.3K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$6.6K (+$161)
Filed 2026-11-03
Tower View Wealth Management LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$5.7K (+$151)
Filed 2026-10-23
Olistico Wealth, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.9K (+$105)
Filed 2026-10-05
WPG Advisers, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.7K (+$66)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$407 (+$10)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$135 (-$2)
Filed 2026-10-26
V-Square Quantitative Management LLC
CLOSED
Shares0 from 77,000
Change-77,000 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-15
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 43,453
Change-43,453 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-21
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,677
Change-9,677 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 5,793
Change-5,793 (-100%)
Value$0 (-$766.1K)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
CLOSED
Shares0 from 2,883
Change-2,883 (-100%)
Value$0 (-$381.2K)
Filed 2026-10-19
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,009
Change-2,009 (-100%)
Value$0 (-$265.7K)
Filed 2026-11-05
Martel Wealth Advisors LLC
CLOSED
Shares0 from 1,814
Change-1,814 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-14
Atria Investments, Inc
CLOSED
Shares0 from 1,620
Change-1,620 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-15
Nadler Financial Group, Inc.
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-23
Post Resch Tallon Group Inc.
CLOSED
Shares0 from 1,571
Change-1,571 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$174.3K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 943
Change-943 (-100%)
Value$0 (-$124.7K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$95.9K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 651
Change-651 (-100%)
Value$0 (-$86.1K)
Filed 2026-10-29
Midway Capital Research & Management
CLOSED
Shares0 from 487
Change-487 (-100%)
Value$0 (-$64.4K)
Filed 2026-10-20
Evolution Advisers, Inc.
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$26)
Filed 2026-11-06
StrongBox Wealth, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$13.2K)
Filed 2026-11-06
3Chopt Investment Partners, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-30
Tsfg, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1)
Filed 2026-10-23
Vanguard Advisers Inc
N/A
Shares— from 3,842,055
Change-3,842,055 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,819,118
Change-1,819,118 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,721,745
Change-1,721,745 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 667,954
Change-667,954 (-100%)
Value—
Betterment LLC
N/A
Shares— from 596,067
Change-596,067 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 573,327
Change-573,327 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 487,150
Change-487,150 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 442,529
Change-442,529 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 391,185
Change-391,185 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 364,656
Change-364,656 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 349,458
Change-349,458 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 290,727
Change-290,727 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 249,827
Change-249,827 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 246,817
Change-246,817 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 245,103
Change-245,103 (-100%)
Value—
UBS Group AG
N/A
Shares— from 230,304
Change-230,304 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 230,220
Change-230,220 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 225,455
Change-225,455 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 205,816
Change-205,816 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 203,100
Change-203,100 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 202,193
Change-202,193 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 192,912
Change-192,912 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 191,841
Change-191,841 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 170,359
Change-170,359 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 165,545
Change-165,545 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 164,888
Change-164,888 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 164,394
Change-164,394 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 145,129
Change-145,129 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 139,946
Change-139,946 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 135,621
Change-135,621 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 134,191
Change-134,191 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 133,546
Change-133,546 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 117,575
Change-117,575 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 117,352
Change-117,352 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 106,893
Change-106,893 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 106,687
Change-106,687 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 103,431
Change-103,431 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 101,457
Change-101,457 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 100,084
Change-100,084 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 92,937
Change-92,937 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 92,130
Change-92,130 (-100%)
Value—
Blair William & Co
N/A
Shares— from 91,218
Change-91,218 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 83,825
Change-83,825 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 82,860
Change-82,860 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 77,100
Change-77,100 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 76,485
Change-76,485 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 73,515
Change-73,515 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 72,105
Change-72,105 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67,590
Change-67,590 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 64,129
Change-64,129 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 63,463
Change-63,463 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,047
Change-60,047 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 59,242
Change-59,242 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 56,694
Change-56,694 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 54,759
Change-54,759 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 54,058
Change-54,058 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 53,482
Change-53,482 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 51,103
Change-51,103 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 50,847
Change-50,847 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 47,899
Change-47,899 (-100%)
Value—
EQ LLC
N/A
Shares— from 47,209
Change-47,209 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 42,011
Change-42,011 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 40,214
Change-40,214 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 39,421
Change-39,421 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 38,630
Change-38,630 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 38,470
Change-38,470 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,032
Change-38,032 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,580
Change-37,580 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 33,053
Change-33,053 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 32,329
Change-32,329 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 30,309
Change-30,309 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 29,933
Change-29,933 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,290
Change-29,290 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 28,585
Change-28,585 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 26,080
Change-26,080 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 26,069
Change-26,069 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,537
Change-25,537 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 24,731
Change-24,731 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 24,717
Change-24,717 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 24,658
Change-24,658 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 24,217
Change-24,217 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 22,268
Change-22,268 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,190
Change-22,190 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 21,923
Change-21,923 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 21,485
Change-21,485 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,671
Change-20,671 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 19,942
Change-19,942 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 19,723
Change-19,723 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 19,012
Change-19,012 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 17,904
Change-17,904 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,503
Change-14,503 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 14,109
Change-14,109 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 12,971
Change-12,971 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,756
Change-12,756 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,464
Change-12,464 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 12,437
Change-12,437 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 12,339
Change-12,339 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 12,062
Change-12,062 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,760
Change-11,760 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,036
Change-10,036 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,827
Change-9,827 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,287
Change-9,287 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,832
Change-8,832 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,444
Change-7,444 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,082
Change-7,082 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
&partners
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 738
Change-738 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 728
Change-728 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 702
Change-702 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 482
Change-482 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 422
Change-422 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 375
Change-375 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 307
Change-307 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 260
Change-260 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 250
Change-250 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 243
Change-243 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 56
Change-56 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 10
Change-10 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Creative Planning
DECREASED1,422,9851,465,297-42,312-3%$193.8M$192.9M-$913.7K2026-11-02
Visa Foundation
DECREASED1,060,7351,097,235-36,500-3%$145.1M$143.8M-$1.3M2026-10-21
Stanich Group LLC
INCREASED558,545551,409+7,136+1%$72.9M$75.7M+$2.8M2026-10-16
IMPACTfolio, LLC
INCREASED511,621499,439+12,182+2%$66.0M$69.3M+$3.3M2026-10-28
Apella Capital, LLC
DECREASED408,056415,255-7,199-2%$54.9M$56.3M+$1.4M2026-10-08
Facet Wealth, Inc.
INCREASED359,227347,433+11,794+3%$45.9M$48.7M+$2.7M2026-11-04
Mather Group, Llc.
INCREASED328,747321,873+6,874+2%$42.6M$44.6M+$2.0M2026-10-14
Platt Investment Counsel, LLC
DECREASED317,973348,831-30,858-9%$46.1M$43.1M-$3.0M2026-10-07
Sellwood Investment Partners LLC
DECREASED293,861314,328-20,467-7%$41.6M$39.8M-$1.7M2026-11-03
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED289,370289,37000%$38.3M$39.2M+$952.0K2026-10-15
LPL Financial LLC
INCREASED277,424273,953+3,471+1%$36.2M$37.6M+$1.4M2026-11-06
Verde Capital Management
DECREASED263,276268,931-5,655-2%$35.6M$35.7M+$118.4K2026-10-28
Angeles Investment Advisors, LLC
INCREASED248,852230,836+18,016+8%$30.5M$33.7M+$3.2M2026-10-22
Garde Capital, Inc.
DECREASED233,110234,927-1,817-1%$31.1M$31.6M+$526.7K2026-10-29
Hanson & Doremus Investment Management
DECREASED226,014227,643-1,629-1%$30.1M$30.6K-$30.1M2026-10-16
Leo Wealth, LLC
NEW197,466—+197,466——$26.8M—2026-10-26
Gemmer Asset Management LLC
INCREASED184,882183,341+1,541+1%$24.2M$25.1M+$812.1K2026-10-16
Soundwatch Capital LLC
DECREASED177,833181,428-3,595-2%$24.0M$24.3M+$326.6K2026-11-04
HUB Investment Partners, LLC
INCREASED171,573171,322+251+0%$22.7M$23.3M+$597.7K2026-11-03
Commonwealth Equity Services, LLC
INCREASED170,067149,053+21,014+14%$19.7M$23.0M+$3.3M2026-11-02
Regatta Capital Group, LLC
INCREASED169,562163,717+5,845+4%$21.6M$23.0M+$1.3M2026-10-23
LifeGuide Financial Advisors, LLC
INCREASED164,255161,663+2,592+2%$21.4M$22.3M+$883.1K2026-10-20
Human Investing LLC
DECREASED148,309148,493-1840%$19.6M$20.1M+$463.6K2026-10-19
Orgel Wealth Management, LLC
INCREASED144,730143,189+1,541+1%$18.9M$19.6M+$679.9K2026-10-14
Diversified Portfolios, Inc.
DECREASED118,356121,505-3,149-3%$16.1M$16.0M-$27.0K2026-11-04
One Day In July LLC
INCREASED117,931112,962+4,969+4%$14.9M$16.0M+$1.0M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED103,362107,988-4,626-4%$14.3M$14.0K-$14.3M2026-11-02
Farrell Financial LLC
INCREASED100,26598,026+2,239+2%$13.0M$13.6M+$626.0K2026-10-16
Harpswell Capital Advisors, LLC
DECREASED99,500129,450-29,950-23%$17.1M$13.5M-$3.6M2026-10-09
AMG National Trust Bank
INCREASED84,75383,470+1,283+2%$11.0M$11.5M+$448.5K2026-11-05
Boston Standard Wealth Management, LLC
DECREASED79,63479,946-3120%$10.6M$10.8M+$178.0K2026-10-07
Relyea Zuckerberg Hanson LLC
INCREASED75,03966,573+8,466+13%$8.8M$10.2M+$1.4M2026-10-20
Pearl Planning LLC
INCREASED73,11660,619+12,497+21%$8.0M$9.9M+$1.9M2026-10-13
New Covenant Trust Company, N.A.
DECREASED57,38057,492-1120%$7.6M$7.8M+$174.0K2026-10-08
US Bancorp \de\
INCREASED54,33446,828+7,506+16%$6.2M$7.4M+$1.2M2026-11-05
Paragon Capital Management Ltd
INCREASED52,84452,721+123+0%$7.0M$7.2M+$190.1K2026-10-09
White Lighthouse Investment Management Inc.
INCREASED47,15047,053+97+0%$6.2M$6.4M+$167.9K2026-10-21
Brandywine OAK Private Wealth LLC
DECREASED44,07445,509-1,435-3%$6.0M$6.0M-$44.7K2026-10-23
New England Private Wealth Advisors LLC
INCREASED42,16134,489+7,672+22%$4.6M$5.7M+$1.2M2026-10-19
Gould Asset Management LLC
INCREASED40,95238,529+2,423+6%$5.1M$5.6M+$455.2K2026-11-06
Farther Finance Advisors, LLC
INCREASED40,39535,516+4,879+14%$4.7M$5.5M+$781.0K2026-10-08
Sageworth Trust Co
DECREASED37,87038,034-1640%$5.0M$5.1M+$102.8K2026-10-30
Choreo, LLC
DECREASED36,11236,284-1720%$4.8M$4.9M+$96.1K2026-10-28
Ashford Advisors, LLC
UNCHANGED35,89635,89600%$4.7M$4.9M+$118.1K2026-11-02
Koshinski Asset Management, Inc.
INCREASED34,85730,555+4,302+14%$4.0M$4.7M+$683.6K2026-10-29
Brooklyn FI, LLC
DECREASED34,17835,296-1,118-3%$4.7M$4.6M-$38.6K2026-11-05
Stonehearth Capital Management, LLC
DECREASED33,97334,233-260-1%$4.5M$4.6M+$77.4K2026-10-13
First Horizon Corp
UNCHANGED33,93933,93900%$4.5M$4.6M+$111.7K2026-10-26
Lido Advisors, LLC
DECREASED32,18232,341-1590%$4.3M$4.4M+$84.8K2026-11-04
McClarren Financial Advisors, Inc.
INCREASED31,90131,290+611+2%$4.1M$4.3M+$185.8K2026-10-15
Well Done, LLC
DECREASED31,76732,251-484-1%$4.3M$4.3M+$40.5K2026-10-20
D.A. Davidson & Co.
DECREASED30,16846,213-16,045-35%$6.1M$4.1M-$2.0M2026-10-28
Valmark Advisers, Inc.
DECREASED29,76429,862-980%$3.9M$4.0M+$85.0K2026-11-06
Mission Wealth Management, LP
DECREASED29,28648,546-19,260-40%$6.4M$4.0M-$2.5M2026-10-15
Mallini Complete Financial Planning LLC
DECREASED29,02429,154-1300%$3.9M$3.9M+$78.4K2026-10-06
Bell Bank
INCREASED28,86111,171+17,690+158%$1.5M$3.9M+$2.4M2026-10-21
Modera Wealth Management, LLC
INCREASED28,74328,108+635+2%$3.7M$3.9M+$178.5K2026-10-28
Trademark Financial Management, LLC
DECREASED28,38929,581-1,192-4%$3.9M$3.8M-$64.3K2026-10-23
Patriot Investment Management Group, Inc.
INCREASED27,15227,124+28+0%$3.6M$3.7M+$93.0K2026-10-15
Topel & Distasi Wealth Management, LLC
INCREASED25,89925,287+612+2%$3.3M$3.5M+$166.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED25,69123,244+2,447+11%$3.1M$3.5M+$414.8K2026-10-13
Affinity Capital Advisors, LLC
DECREASED25,40926,153-744-3%$3.5M$3.5M+$26.0K2026-10-13
Wealth Group Ltd
DECREASED24,91725,258-341-1%$3.3M$3.4M+$67.2K2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED23,78224,636-854-3%$3.3M$3.2M-$34.6K2026-11-04
Atmos Advisory, LLC
UNCHANGED23,08323,08300%$3.1M$3.1M+$75.9K2026-10-06
Clarity Asset Management, Inc.
INCREASED23,03021,255+1,775+8%$2.8M$3.1M+$310.5K2026-10-14
Bank of New York Mellon Corp
DECREASED22,69922,929-230-1%$3.0M$3.1M+$44.2K2026-11-05
Strategic Point Investment Advisors, LLC
DECREASED22,31023,880-1,570-7%$3.2M$3.0M-$134.2K2026-10-29
Armbruster Capital Management, Inc.
DECREASED21,78322,528-745-3%$3.0M$3.0M-$26.9K2026-10-19
Wedmont Private Capital
INCREASED21,70118,588+3,113+17%$2.5M$3.0M+$490.3K2026-10-09
Prospera Capital Management, LLC
INCREASED21,27021,260+10+0%$2.8M$2.9M+$53.0K2026-10-19
XY Planning Network, Inc.
INCREASED21,16720,812+355+2%$2.8M$2.9M+$116.6K2026-10-14
Perigon Wealth Management, LLC
DECREASED20,71020,859-149-1%$2.8M$2.8M+$48.4K2026-10-22
Parallel Advisors, LLC
INCREASED19,49716,946+2,551+15%$2.2M$2.6M+$401.5K2026-11-03
Bell Investment Advisors, Inc
DECREASED19,37119,609-238-1%$2.6M$2.6M+$32.3K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED19,20116,282+2,919+18%$2.2M$2.6M+$449.5K2026-11-05
Glenview Trust Co
DECREASED19,00619,029-230%$2.5M$2.6M+$59.5K2026-10-28
Truist Financial Corp
DECREASED18,89920,071-1,172-6%$2.7M$2.6M-$92.8K2026-10-30
Equitable Trust Co
UNCHANGED18,15418,15400%$2.4M$2.5M+$59.7K2026-10-13
West Financial Advisors, LLC
DECREASED17,88818,386-498-3%$2.4M$2.4M-$6.9K2026-10-22
Penobscot Wealth Management
INCREASED17,72014,121+3,599+25%$1.9M$2.4M+$534.2K2026-10-21
Park National Corp
INCREASED17,3913,250+14,141+435%$429.8K$2.4M+$1.9M2026-10-05
Arjuna Capital
DECREASED17,22018,118-898-5%$2.4M$2.3M-$62.1K2026-11-03
Sapient Capital LLC
UNCHANGED17,09417,09400%$2.3M$2.3M+$56.2K2026-10-08
Tortoise Investment Management, LLC
DECREASED16,95417,083-129-1%$2.3M$2.3M+$38.7K2026-11-06
Cornerstone Wealth Management, LLC
DECREASED16,79017,001-211-1%$2.2M$2.3M+$27.4K2026-11-04
Bailard, Inc.
DECREASED16,526102,967-86,441-84%$13.6M$2.2M-$11.4M2026-10-13
Laurel Wealth Planning LLC
DECREASED16,37818,236-1,858-10%$2.4M$2.2M-$191.8K2026-11-02
Thayer Partners, LLC / MA
DECREASED16,29516,490-195-1%$2.2M$2.2M+$27.8K2026-11-06
Everett Harris & Co
UNCHANGED16,00016,00000%$2.1M$2.2M+$52.6K2026-10-28
UMB Bank, n.a.
UNCHANGED15,56215,56200%$2.1M$2.1M+$51.2K2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED15,49815,464+34+0%$2.0M$2.1M+$55.5K2026-10-26
Scott Capital Advisors, LLC
INCREASED15,42314,606+817+6%$1.9M$2.1M+$197.6K2026-10-13
Johnson Bixby & Associates, LLC
INCREASED15,04914,112+937+7%$1.9M$2.0M+$173.4K2026-10-14
Weil Company, Inc.
INCREASED14,98813,095+1,893+14%$1.7M$2.0M+$299.7K2026-10-14
Skyline Advisors, Inc.
DECREASED14,43215,342-910-6%$2.0M$2.0M-$72.8K2026-11-03
First Affirmative Financial Network
NEW14,352—+14,352——$1.9M—2026-10-21
Wealth Analytics Partners, LLC
DECREASED14,34814,996-648-4%$2.0M$1.9M-$54.2K2026-10-19
Silver Oak Advisory Group, Inc.
DECREASED14,30914,599-290-2%$1.9M$1.9M+$9.3K2026-11-06
Compound Planning, Inc.
INCREASED14,30512,421+1,884+15%$1.6M$1.9M+$296.3K2026-11-05
Burkett Asset Management Ltd
UNCHANGED14,25014,25000%$1.9M$1.9M+$46.9K2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED13,98614,034-480%$1.9M$1.9M+$39.7K2026-10-29
Farnam Financial LLC
DECREASED13,97314,308-335-2%$1.9M$1.9M-$12.8K2026-10-21
Ervin Investment Management, LLC
INCREASED13,73813,688+50+0%$1.8M$1.9M+$51.8K2026-10-23
TD Private Client Wealth LLC
NEW13,593—+13,593——$1.8M—2026-10-28
Allworth Financial LP
INCREASED13,56512,961+604+5%$1.7M$1.8M+$79.9K2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED13,43113,43100%$1.8M$1.8M+$44.2K2026-10-23
Joel Isaacson & Co., LLC
INCREASED13,23313,202+31+0%$1.7M$1.8M+$47.6K2026-11-05
Merit Financial Group, LLC
DECREASED13,16213,176-140%$1.7M$1.8M+$41.4K2026-11-06
Values Added Financial LLC
DECREASED13,13513,177-420%$1.7M$1.8M+$37.7K2026-10-28
Shepherd Financial Partners LLC
UNCHANGED12,93312,93300%$1.7M$1.8M+$42.5K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED12,93012,905+25+0%$1.7M$1.8M+$45.8K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED12,7237,862+4,861+62%$1.0M$1.7M+$684.6K2026-10-16
McLean Asset Management Corp
DECREASED12,58913,302-713-5%$1.8M$1.6M-$128.6K2026-11-06
Marino, Stram & Associates LLC
DECREASED12,56312,615-520%$1.7M$1.7M+$34.5K2026-10-22
Towerpoint Wealth, LLC
DECREASED12,47512,586-111-1%$1.7M$1.7M+$26.3K2026-10-13
Beacon Financial Planning, Inc
INCREASED12,30612,277+29+0%$1.6M$1.7M+$44.3K2026-11-04
Northland Capital Management LLC
DECREASED12,28712,753-466-4%$1.7M$1.7M-$21.2K2026-10-15
Selective Wealth Management, Inc.
DECREASED12,14712,446-299-2%$1.6M$1.7M+$21.2K2026-10-16
First Heartland Consultants, Inc.
INCREASED11,8792,337+9,542+408%$309.0K$1.6M+$1.3M2026-10-08
Savant Capital, LLC
DECREASED11,58023,999-12,419-52%$2.9M$1.6M-$1.3M2026-11-06
Arbor Investment Advisors, LLC
INCREASED11,46411,442+22+0%$1.5M$1.6M+$40.7K2026-10-26
Vise Technologies, Inc.
INCREASED10,9404,148+6,792+164%$548.6K$1.5M+$934.2K2026-10-29
Thrivent Financial for Lutherans
INCREASED10,88310,710+173+2%$1.4M$1.5K-$1.4M2026-11-05
Chemistry Wealth Management LLC
UNCHANGED10,82710,82700%$1.4M$1.5M+$35.6K2026-10-16
Xena Financial Planning, LLC
INCREASED10,11910,117+2+0%$1.3M$1.4M+$33.6K2026-10-13
Addison Advisors LLC
DECREASED10,06910,310-241-2%$1.4M$1.4M+$1.3K2026-11-06
Midwest Trust Co
UNCHANGED9,8379,83700%$1.3M$1.3M+$32.4K2026-10-22
Brickley Wealth Management
DECREASED9,70110,227-526-5%$1.4M$1.3M-$37.6K2026-11-04
Family CFO Inc
UNCHANGED9,6789,67800%$1.3M$1.3M+$31.8K2026-10-30
Kestra Advisory Services, LLC
INCREASED9,5828,066+1,516+19%$1.1M$1.3M+$232.1K2026-11-02
Joel Adams & Associates, Inc.
DECREASED9,5819,875-294-3%$1.3M$1.3M-$7.4K2026-11-02
PFG Advisors
INCREASED9,5559,071+484+5%$1.2M$1.3M+$95.4K2026-10-16
Fortress Financial Solutions, LLC
NEW9,424—+9,424——$1.3M—2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED9,27815,123-5,845-39%$2.0M$1.3M-$742.5K2026-10-16
IFG Advisors, LLC
DECREASED9,1789,208-300%$1.2M$1.2M+$26.3K2026-10-15
ANB Bank
DECREASED9,1699,318-149-2%$1.2M$1.2M+$10.5K2026-10-09
Greenspring Advisors, LLC
UNCHANGED9,1309,13000%$1.2M$1.2M+$30.0K2026-11-05
Central Pacific Bank - Trust Division
DECREASED9,1149,407-293-3%$1.2M$1.2M-$8.8K2026-10-06
Larson Financial Group LLC
DECREASED9,0859,152-67-1%$1.2M$1.2M+$21.1K2026-11-05
M Holdings Securities, Inc.
NEW9,070—+9,070——$1.2K—2026-11-03
Townsend Financial Planning, LLC
DECREASED9,0689,231-163-2%$1.2M$1.2M+$8.3K2026-11-02
Forvis Mazars Wealth Advisors, LLC
DECREASED8,9889,794-806-8%$1.3M$1.2M-$77.0K2026-10-13
Citizens Financial Group Inc
INCREASED8,8898,880+9+0%$1.2M$1.2M+$30.4K2026-10-23
Citigroup Inc
DECREASED8,87130,527-21,656-71%$4.0M$1.2M-$2.8M2026-11-04
My Personal CFO, LLC
UNCHANGED8,6968,69600%$1.1M$1.2M+$28.6K2026-10-14
Landaas & Co
DECREASED8,5498,624-75-1%$1.1M$1.2M+$18.2K2026-10-29
Avantax Planning Partners, Inc.
DECREASED8,5438,600-57-1%$1.1M$1.2M+$20.6K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED8,4588,45800%$1.1M$1.1M+$27.8K2026-10-21
HBK Sorce Advisory LLC
DECREASED8,3098,336-270%$1.1M$1.1M-$61.6K2026-11-06
Sageworth Trust Co of South Dakota
DECREASED8,2778,398-121-1%$1.1M$1.1M+$11.2K2026-10-30
Presilium Private Wealth, LLC
DECREASED8,2538,734-481-6%$1.2M$1.1M-$36.5K2026-10-26
Thompson Davis & Co., Inc.
UNCHANGED8,1248,12400%$1.1M$1.1M+$26.7K2026-11-05
Robinson Smith Wealth Advisors LLC
NEW8,025—+8,025——$1.1M—2026-10-22
Truefg, LLC
DECREASED8,0178,285-268-3%$1.1M$1.1M-$9.0K2026-10-15
Lodestar Private Asset Management LLC
INCREASED7,9987,869+129+2%$1.0M$1.1M+$43.3K2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED7,8638,473-610-7%$1.1M$1.1M-$54.8K2026-10-09
Cherry Tree Wealth Management, LLC
INCREASED7,8297,803+26+0%$1.0M$1.1M+$29.2K2026-10-15
Acropolis Investment Management, LLC
INCREASED7,8274,220+3,607+85%$558.1K$1.1M+$502.7K2026-10-08
Badgley Phelps Wealth Managers, LLC
INCREASED7,7945,885+1,909+32%$778.2K$1.1M+$278.1K2026-10-22
Wedbush Securities Inc
DECREASED7,6718,268-597-7%$1.1M$1.0K-$1.1M2026-10-22
Dynamic Advisor Solutions LLC
INCREASED7,4457,214+231+3%$954.0K$1.0M+$55.0K2026-10-13
Chesley Taft & Associates LLC
INCREASED7,4031,903+5,500+289%$251.6K$1.0M+$751.7K2026-10-13
Cherrydale Wealth Management, LLC
DECREASED7,3987,409-110%$979.8K$1.0M+$22.9K2026-10-20
Csenge Advisory Group
INCREASED7,3917,373+18+0%$975.0K$1.0M+$26.6K2026-11-04
May Hill Capital, LLC
UNCHANGED7,3127,31200%$966.9K$991.0K+$24.1K2026-11-03
Princeton Global Asset Management LLC
INCREASED7,2506,929+321+5%$916.3K$982.6K+$66.3K2026-10-21
Brighton Jones LLC
INCREASED6,9955,347+1,648+31%$707.1K$948.0K+$240.9K2026-11-03
Pecaut & Co.
DECREASED6,9807,118-138-2%$941.3K$946.0K+$4.7K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED6,9506,95000%$919.1K$941.9K+$22.9K2026-10-23
Milestone Investment Advisors LLC
DECREASED6,8807,202-322-4%$952.4K$932.4K-$20.0K2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED6,8377,846-1,009-13%$1.0M$926.7K-$110.9K2026-10-27
Weinberger Asset Management, Inc
INCREASED6,7966,764+32+0%$893.0K$921.1K+$28.0K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED6,7146,428+286+4%$850.1K$909.9K+$59.8K2026-11-02
Abacus Planning Group, Inc.
INCREASED6,7126,711+1+0%$887.5K$909.6K+$22.1K2026-11-02
Symmetry Partners, LLC
DECREASED6,5076,526-190%$863.0K$881.9K+$18.9K2026-10-27
Focus Financial Network, Inc.
INCREASED6,4965,496+1,000+18%$726.7K$880.4K+$153.6K2026-10-14
Winter & Associates, Inc.
DECREASED6,1837,532-1,349-18%$996.0K$839.8K-$156.3K2026-10-23
Coston, McIsaac & Partners
DECREASED6,0986,248-150-2%$825.0K$826.5K+$1.5K2026-11-06
GenTrust, LLC
INCREASED6,0456,031+14+0%$797.6K$819.3K+$21.8K2026-11-06
ETF Portfolio Partners, Inc.
INCREASED6,0236,022+1+0%$796.3K$816.3K+$19.9K2026-10-22
Chicago Partners Investment Group LLC
INCREASED5,9804,828+1,152+24%$627.9K$801.8K+$173.9K2026-10-27
Firestone Capital Management
INCREASED5,9705,942+28+0%$785.8K$809.1K+$23.3K2026-11-03
Northeast Investment Management
INCREASED5,9355,775+160+3%$763.7K$804.4K+$40.7K2026-10-30
KMG Fiduciary Partners, LLC
UNCHANGED5,9005,90000%$780.2K$799.6K+$19.4K2026-10-14
Clearstead Advisors, LLC
INCREASED5,8995,860+39+1%$775.0K$799.5K+$24.5K2026-11-06
Peirce Capital Management, LLC
INCREASED5,8845,883+1+0%$777.9K$797.5K+$19.6K2026-10-19
Quantum Financial Planning Services, Inc.
INCREASED5,8315,818+13+0%$769.3K$790.3K+$21.0K2026-10-14
Jnba Financial Advisors
INCREASED5,8205,381+439+8%$711.6K$788.8K+$77.2K2026-11-03
TD Waterhouse Canada Inc.
INCREASED5,7805,710+70+1%$756.0K$785.5K+$29.5K2026-10-16
Winthrop Advisory Group LLC
INCREASED5,6552,361+3,294+140%$312.2K$766.4K+$454.2K2026-10-22
Guardsman Private Capital Management, Inc.
DECREASED5,5515,588-37-1%$738.9K$752.3K+$13.4K2026-10-19
Gordian Advisors LLC
INCREASED5,5095,501+8+0%$727.4K$746.6K+$19.2K2026-10-30
Compass Ion Advisors, LLC
DECREASED5,4885,505-170%$728.0K$743.8K+$15.7K2026-10-23
Andrews Advisory Associates, LLC
DECREASED5,4025,677-275-5%$750.7K$732.1K-$18.6K2026-10-15
Sherman Asset Management, Inc.
DECREASED5,3815,478-97-2%$724.4K$729.3K+$4.9K2026-11-05
Confluence Wealth Services, Inc.
INCREASED5,3615,315+46+1%$702.8K$726.5K+$23.7K2026-11-05
DeDora Capital, Inc.
DECREASED5,25911,631-6,372-55%$1.5M$712.8K-$825.3K2026-10-26
PDS Planning, Inc
DECREASED5,1905,226-36-1%$691.1K$703.4K+$12.3K2026-11-03
PNC Financial Services Group, Inc.
DECREASED5,0775,081-40%$671.9K$688.1K+$16.2K2026-11-06
Global Strategic Investment Solutions, LLC
NEW5,076—+5,076——$688.0K—2026-10-16
Black Diamond Financial, LLC
DECREASED5,0726,120-1,048-17%$809.3K$687.4K-$121.9K2026-10-26
Appleton Partners Inc
UNCHANGED5,0525,05200%$668.0K$685-$667.3K2026-10-30
Ethic Inc.
INCREASED4,9803,586+1,394+39%$474.2K$674.9K+$200.7K2026-11-03
Factor Wealth Management LTD
INCREASED4,9524,951+1+0%$654.7K$671.1K+$16.4K2026-10-08
Rossmore Private Capital
UNCHANGED4,9254,92500%$651.3K$667.5K+$16.2K2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED4,9098,862-3,953-45%$1.2M$665.3K-$506.6K2026-10-14
RAM Investment Partners, LLC
UNCHANGED4,8784,87800%$645.1K$661.1K+$16.1K2026-10-21
Sulzberger Capital Advisors, Inc.
INCREASED4,8363,863+973+25%$510.8K$655.4K+$144.6K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED4,7194,768-49-1%$630.6K$639.6K+$9.0K2026-11-05
Northstar Asset Management Co
INCREASED4,6954,655+40+1%$605.6K$641.3K+$35.7K2026-10-22
Money Concepts Capital Corp
DECREASED4,6544,920-266-5%$650.6K$630.8K-$19.9K2026-11-06
Canopy Partners, LLC
INCREASED4,6314,512+119+3%$596.7K$627.8K+$31.1K2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED4,6274,685-58-1%$619.5K$627.1K+$7.6K2026-10-16
Kingswood Wealth Advisors, LLC
NEW4,558—+4,558——$617.8K—2026-10-23
Goldenstone Wealth Management LLC
UNCHANGED4,5054,50500%$595.7K$610.6K+$14.8K2026-11-04
Sterling Wealth Management, Inc.
INCREASED4,4474,438+9+0%$586.8K$602.7K+$15.9K2026-10-23
Pinnacle Financial Group, LLC / IL
INCREASED4,4434,439+4+0%$587.0K$602.1K+$15.2K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED4,4014,759-358-8%$629.3K$596.4K-$32.9K2026-11-06
Silverlake Wealth Management LLC
DECREASED4,3724,650-278-6%$614.9K$592.5K-$22.4K2026-10-21
Warner Financial, Inc
INCREASED4,3573,170+1,187+37%$419.2K$590.5K+$171.2K2026-11-06
SAX Wealth Advisors, LLC
INCREASED4,2614,175+86+2%$468.7K$577.5K+$108.8K2026-10-13
Level Financial Advisors
UNCHANGED4,2254,22500%$558.7K$572.6K+$13.9K2026-10-13
Natural Investments, LLC
INCREASED4,2132,874+1,339+47%$380.0K$571.0K+$191.0K2026-11-06
Capital Investment Advisors, LLC
INCREASED4,1964,193+3+0%$554.5K$568.7K+$14.2K2026-10-22
Schmidt P J Investment Management Inc
DECREASED4,1704,171-10%$551.6K$565.2K+$13.6K2026-11-02
First Hawaiian Bank
DECREASED4,1684,721-553-12%$624.3K$564.9K-$59.4K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED4,1114,067+44+1%$537.8K$557.1K+$19.3K2026-10-20
Aureum Wealth Management, LLC
UNCHANGED4,1004,10000%$542.2K$555.7K+$13.5K2026-10-15
LexAurum Advisors, LLC
DECREASED4,0714,438-367-8%$586.9K$551.8K-$35.1K2026-10-19
Integral Investment Advisors, Inc.
DECREASED4,0004,921-921-19%$650.8K$542.1K-$108.6K2026-11-03
Fiduciary Financial Group, LLC
INCREASED3,9693,964+5+0%$524.2K$538.0K+$13.7K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED3,9673,712+255+7%$490.8K$537.6K+$46.8K2026-11-03
Florida Trust Wealth Management Co
DECREASED3,9544,450-496-11%$588.5K$535.9K-$52.6K2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED3,9233,92300%$518.8K$531.7K+$12.9K2026-10-21
Essential Planning, Llc.
INCREASED3,8743,469+405+12%$458.7K$525.0K+$66.3K2026-10-21
NWF Advisory Services Inc.
UNCHANGED3,8703,87000%$511.8K$524.5K+$12.7K2026-10-19
Downshift Financial, LLC
INCREASED3,7903,786+4+0%$500.7K$513.6K+$12.9K2026-10-13
Armstrong Advisory Group, Inc
DECREASED3,7643,816-52-1%$504.6K$510.1K+$5.5K2026-10-09
Pinnacle Associates LTD
INCREASED3,7503,433+317+9%$454.0K$508.2K+$54.3K2026-10-20
Davenport & Co LLC
INCREASED3,7433,393+350+10%$448.7K$507.3K+$58.6K2026-10-14
Parsons Capital Management Inc
INCREASED3,7083,610+98+3%$477.4K$502.5K+$25.2K2026-10-28
Mokosak Advisory Group, LLC
DECREASED3,7003,866-166-4%$511.1K$501.5K-$9.6K2026-10-20
Bdfs Capital LLC
UNCHANGED3,7003,70000%$489.3K$501.5K+$12.2K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED3,6443,635+9+0%$480.7K$493.8K+$13.1K2026-10-21
Old Peak Finance LLC
INCREASED3,6063,457+149+4%$457.1K$488.8K+$31.6K2026-11-02
Five Pine Wealth Management
DECREASED3,5723,609-37-1%$477.2K$484.1K+$6.9K2026-10-20
Cutler Investment Counsel LLC
DECREASED3,5583,820-262-7%$505.2K$482.2K-$22.9K2026-10-28
MSH Capital Advisors LLC
UNCHANGED3,5303,53000%$466.8K$478.4K+$11.6K2026-11-03
Ibex Wealth Advisors
INCREASED3,4973,484+13+0%$460.7K$473.9K+$13.2K2026-11-06
Mengis Capital Management, Inc.
DECREASED3,4963,574-78-2%$472.7K$473.8K+$1.1K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED3,4821,571+1,911+122%$207.7K$471.9K+$264.2K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED3,4503,133+317+10%$414.3K$467.6K+$53.3K2026-10-23
Five Oceans Advisors
UNCHANGED3,4163,41600%$451.7K$463.0K+$11.2K2026-10-22
Meridian Financial Partners LLC
UNCHANGED3,3753,37500%$452.3K$460.8K+$8.6K2026-10-23
Quantum Financial Advisors, LLC
UNCHANGED3,3233,32300%$439.4K$450.4K+$10.9K2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED3,3203,32000%$439.0K$450.0K+$10.9K2026-10-21
Cooper S Advisors, LLC
NEW3,308—+3,308——$448.3K—2026-11-03
Cascade Investment Advisors, Inc.
UNCHANGED3,3003,30000%$436.4K$447.2K+$10.9K2026-11-02
Carnegie Investment Counsel
INCREASED3,2901,871+1,419+76%$247.4K$445.8K+$198.5K2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED3,2203,22000%$425.8K$436.4K+$10.6K2026-10-13
Burns J W & Co Inc
NEW3,201—+3,201——$433.8K—2026-10-20
Parcion Private Wealth LLC
UNCHANGED3,1923,19200%$422.1K$432.6K+$10.5K2026-10-28
Aprio Wealth Management, LLC
DECREASED3,1553,377-222-7%$446.6K$427.6K-$19.0K2026-10-28
Principle Wealth Partners LLC
UNCHANGED3,1543,15400%$417.1K$427.5K+$10.4K2026-11-02
Moss Adams Wealth Advisors LLC
NEW3,106—+3,106——$421.0K—2026-10-28
Market Street Wealth Management Advisors LLC
UNCHANGED3,0793,07900%$407.2K$417.3K+$10.1K2026-10-09
Valeo Financial Advisors, LLC
UNCHANGED3,0683,06800%$405.7K$415.8K+$10.1K2026-10-08
Nations Financial Group Inc,
NEW3,062—+3,062——$415.0K—2026-11-05
True North Advisors, LLC
UNCHANGED3,0173,01700%$399.0K$408.9K+$9.9K2026-10-22
RTD Financial Advisors, Inc.
UNCHANGED3,0173,01700%$399.0K$408.9K+$9.9K2026-10-09
Oppenheimer & Co Inc
DECREASED3,0153,032-17-1%$401.0K$408.6K+$7.7K2026-10-26
Corepath Wealth Partners LLC
DECREASED3,0144,000-986-25%$527.2K$416.1K-$111.1K2026-10-21
Stonebridge Financial Planning Group, LLC
INCREASED2,9542,805+149+5%$370.9K$400.4K+$29.4K2026-11-06
CGN Advisors LLC
DECREASED2,95323,238-20,285-87%$3.1M$400.2K-$2.7M2026-10-21
Legacy Private Trust Co.
DECREASED2,9403,025-85-3%$400.0K$398.5K-$1.6K2026-10-06
Hurley Capital, LLC
INCREASED2,9302,827+103+4%$373.9K$397.1K+$23.3K2026-11-05
Brookstone Capital Management
DECREASED2,9032,923-20-1%$386.5K$393.4K+$6.9K2026-10-22
Cornerstone Wealth Advisors, Inc.
UNCHANGED2,9002,90000%$383.5K$393.0K+$9.5K2026-10-16
Fiera Capital Corp
INCREASED2,8702,863+7+0%$378.6K$389.0K+$10.4K2026-11-06
Ignite Planners, LLC
UNCHANGED2,8132,81300%$372.0K$381.2K+$9.3K2026-10-14
Obermeyer Wealth Partners
UNCHANGED2,8002,80000%$370.3K$379.5K+$9.2K2026-10-21
CFS Investment Advisory Services, LLC
DECREASED2,7832,856-73-3%$376.7K$385.3K+$8.6K2026-10-19
Retirement Planning Group, LLC
UNCHANGED2,7632,76300%$365.4K$374.5K+$9.1K2026-10-19
Nottingham Advisors, Inc.
UNCHANGED2,7502,75000%$361.2K$373.0K+$11.8K2026-10-29
EdgeRock Capital LLC
NEW2,740—+2,740——$371.4K—2026-11-03
AlphaCore Capital LLC
UNCHANGED2,7272,72700%$360.6K$369.6K+$9.0K2026-11-04
Capital Management Corp
UNCHANGED2,7222,72200%$360.0K$368.9K+$9.0K2026-10-29
Harbor Asset Planning, Inc.
INCREASED2,7022,696+6+0%$356.5K$366.2K+$9.7K2026-10-23
TCI Wealth Advisors, Inc.
INCREASED2,6832,608+75+3%$344.9K$363.6K+$18.7K2026-10-30
Plancorp, LLC
UNCHANGED2,6792,67900%$355.0K$355.6K+$5632026-11-03
Manchester Financial Inc
UNCHANGED2,5952,59500%$343.2K$351.7K+$8.5K2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED2,5552,952-397-13%$390.4K$346.3K-$44.1K2026-10-20
AAF Wealth Management, LLC
DECREASED2,5533,461-908-26%$457.7K$346.1K-$111.7K2026-10-28
Avior Wealth Management, LLC
DECREASED2,5482,586-38-1%$342.0K$345.3K+$3.3K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,5332,464+69+3%$325.9K$343.2K+$17.4K2026-10-27
Schaeffer Financial LLC
DECREASED2,4982,674-176-7%$353.6K$338.6K-$15.0K2026-10-23
PW Nova Financial Services LLC
UNCHANGED2,4782,47800%$327.7K$335.8K+$8.2K2026-10-15
MBE Wealth Management, LLC
UNCHANGED2,4602,46000%$325.3K$333.4K+$8.1K2026-10-26
FC Advisory LLC
INCREASED2,4592,454+5+0%$324.5K$333.3K+$8.7K2026-10-05
Oppenheimer Asset Management Inc.
INCREASED2,4522,394+58+2%$316.6K$332.3K+$15.7K2026-10-27
True Link Financial Advisors, LLC
UNCHANGED2,4392,43900%$322.5K$330.6K+$8.0K2026-10-27
KW Wealth Management LLC
NEW2,425—+2,425——$328.7K—2026-10-28
Salus Financial Advisors, LLC
UNCHANGED2,3912,39100%$316.2K$324.1K+$7.9K2026-10-20
Everhart Financial Group, Inc.
DECREASED2,3742,380-60%$314.7K$321.7K+$7.0K2026-10-08
Bluestem Financial Advisors, LLC
INCREASED2,3502,349+1+0%$310.6K$318.5K+$7.8K2026-10-20
Lanark Financial, Inc.
UNCHANGED2,3062,30600%$304.9K$312.5K+$7.6K2026-10-26
Townsend Asset Management Corp
UNCHANGED2,2832,28300%$301.9K$309.4K+$7.5K2026-10-29
Sowell Financial Services LLC
DECREASED2,2782,333-55-2%$308.5K$308.8K+$2482026-10-23
LongView Wealth Management
INCREASED2,2762,272+4+0%$300.5K$308.5K+$8.1K2026-10-19
Apollon Wealth Management, LLC
INCREASED2,2592,178+81+4%$288.0K$306.2K+$18.2K2026-10-23
Abacus Wealth Partners, LLC
UNCHANGED2,2522,25200%$297.8K$305.2K+$7.4K2026-11-03
Trust Point Inc.
DECREASED2,2292,267-38-2%$299.8K$302.1K+$2.3K2026-10-27
Wolfstich Capital, LLC
UNCHANGED2,2192,21900%$292.7K$301.1K+$8.4K2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED2,1782,17800%$288.0K$295.2K+$7.2K2026-10-30
Whitegate Investment Counselors, Inc.
DECREASED2,1472,215-68-3%$293.0K$291.0K-$1.9K2026-11-02
Financial Futures Ltd Liability Co.
DECREASED2,1362,622-486-19%$346.7K$289.5K-$57.2K2026-10-13
Continuum Wealth Advisors, LLC
INCREASED2,1202,098+22+1%$277.4K$287.3K+$9.9K2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
NEW2,089—+2,089——$283.1K—2026-10-28
North Star Investment Management Corp.
INCREASED2,0812,077+4+0%$274.7K$282.1K+$7.4K2026-10-27
Equity Wealth Partners, LLC
INCREASED2,0382,020+18+1%$267.1K$276.3K+$9.2K2026-10-26
VestGen Advisors, LLC
INCREASED2,0292,024+5+0%$267.7K$275.0K+$7.3K2026-10-27
Fiduciary Alliance LLC
INCREASED2,0152,014+1+0%$266.3K$273.1K+$6.8K2026-10-13
Tritonpoint Wealth, LLC
UNCHANGED2,0092,00900%$265.7K$272.3K+$6.6K2026-10-19
Independent Financial Group, LLC
INCREASED2,0081,808+200+11%$239.1K$272.1K+$33.1K2026-10-13
Auxano Advisors, LLC
NEW1,993—+1,993——$270.1K—2026-11-06
Level Wealth Management LLC
INCREASED1,9871,983+4+0%$262.2K$269.3K+$7.1K2026-10-23
Trek Financial, LLC
UNCHANGED1,9701,97000%$260.5K$267.0K+$6.5K2026-10-29
Center for Financial Planning, Inc.
NEW1,963—+1,963——$266.0K—2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED1,9571,95700%$258.8K$263.2K+$4.4K2026-10-22
Diversified Enterprises, LLC
DECREASED1,9552,401-446-19%$317.5K$265.0K-$52.5K2026-10-19
Norris Perne & French LLP
DECREASED1,9372,007-70-3%$265.4K$262.5K-$2.9K2026-10-23
Nemes Rush Group LLC
INCREASED1,9091,908+1+0%$252.3K$258.8K+$6.5K2026-11-04
DT Investment Partners, LLC
INCREASED1,906301+1,605+533%$39.8K$258.3K+$218.5K2026-10-27
Cornerstone Advisory, LLC
DECREASED1,9041,936-32-2%$256.0K$258.0K+$1.9K2026-11-06
AGF Management LTD
DECREASED1,9002,100-200-10%$277.7K$257.5K-$20.2K2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW1,884—+1,884——$255.3K—2026-10-16
Kestra Investment Management, LLC
NEW1,876—+1,876——$254.3K—2026-11-04
Jacobsen Capital Management
INCREASED1,8571,853+4+0%$245.0K$251.7K+$6.7K2026-10-27
Ledgewood Wealth Advisors, LLC
INCREASED1,8561,855+1+0%$245.3K$251.5K+$6.2K2026-10-09
JSF Financial, LLC
INCREASED1,8521,598+254+16%$211.3K$251.0K+$39.7K2026-10-22
OFC Financial Planning, LLC
UNCHANGED1,8161,81600%$240.1K$246.1K+$6.0K2026-11-06
Vista Investment Partners II, LLC
DECREASED1,8121,832-20-1%$242.3K$245.6K+$3.3K2026-10-15
Diversify Wealth Management, LLC
NEW1,800—+1,800——$245.8K—2026-10-20
Diversify Advisory Services, LLC
NEW1,800—+1,800——$245.8K—2026-10-20
Pittenger & Anderson Inc
INCREASED1,797717+1,080+151%$94.8K$243.5K+$148.7K2026-11-02
Northern Capital Management, Inc.
INCREASED1,7851,601+184+11%$211.7K$241.9K+$30.2K2026-11-05
Astra Wealth Partners LLC
INCREASED1,7841,771+13+1%$234.2K$241.8K+$7.7K2026-11-06
Amplius Wealth Advisors, LLC
INCREASED1,7741,732+42+2%$229.1K$240.4K+$11.4K2026-10-20
BAR Harbor Wealth Management
NEW1,750—+1,750——$237.2K—2026-10-21
Keystone Wealth Services, LLC
INCREASED1,7441,743+1+0%$230.5K$236.6K+$6.1K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED1,7421,644+98+6%$217.4K$236.1K+$18.7K2026-11-02
Argyle Capital Partners, LLC
DECREASED1,7401,799-59-3%$237.9K$235.8K-$2.1K2026-10-23
Momentous Wealth Management, Inc.
DECREASED1,7341,840-106-6%$243.3K$235.0K-$8.3K2026-10-21
Zenith Solutions, Inc.
INCREASED1,7321,728+4+0%$228.5K$234.7K+$6.2K2026-10-19
Cassilly Financial Group LLC
DECREASED1,7191,743-24-1%$230.5K$233.0K+$2.5K2026-10-07
Krilogy Financial LLC
INCREASED1,6841,550+134+9%$205.0K$231.9K+$26.9K2026-10-13
Partners in Financial Planning
INCREASED1,6571,656+1+0%$219.0K$224.6K+$5.5K2026-11-06
GGM Financial LLC
INCREASED1,6561,652+4+0%$218.4K$224.4K+$6.0K2026-11-05
Covestor Ltd
INCREASED1,6371,579+58+4%$209.0K$222-$208.8K2026-10-30
Hoxton Planning & Management, LLC
NEW1,628—+1,628——$220.6K—2026-10-15
Trust Co of Vermont
UNCHANGED1,6211,62100%$214.4K$219.7K+$5.3K2026-10-21
Donalies Financial Planning, LLC
UNCHANGED1,6211,62100%$214.4K$219.7K+$5.3K2026-10-19
DDD Partners, LLC
DECREASED1,6101,690-80-5%$223.5K$218.2K-$5.3K2026-11-02
Connecticut Wealth Management, LLC
UNCHANGED1,6041,60400%$212.1K$217.4K+$5.3K2026-10-13
Maple Capital Management, Inc.
NEW1,601—+1,601——$217.0K—2026-11-02
Avaii Wealth Management, LLC
DECREASED1,6001,800-200-11%$238.0K$218.8K-$19.2K2026-10-09
Flagship Harbor Advisors, LLC
DECREASED1,5941,694-100-6%$224.1K$216.0K-$8.0K2026-10-26
Russell Investments Group, Ltd.
DECREASED1,5842,153-569-26%$284.8K$214.7K-$70.0K2026-11-06
BostonPremier Wealth LLC
INCREASED1,5821,578+4+0%$208.7K$214.4K+$5.7K2026-10-16
W Advisors, LLC
UNCHANGED1,5741,57400%$208.1K$213.3K+$5.2K2026-11-02
Concord Wealth Partners
UNCHANGED1,5621,56200%$206.6K$211.7K+$5.1K2026-11-02
Gamma Investing LLC
INCREASED1,5211,442+79+5%$190.7K$206.1K+$15.5K2026-10-08
Independent Wealth Network Inc.
NEW1,500—+1,500——$203.3K—2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED1,3251,32500%$175.2K$179.6K+$4.4K2026-10-23
JFS Wealth Advisors, LLC
INCREASED1,2671,266+1+0%$167.4K$171.7K+$4.2K2026-11-03
Eastern Bank
UNCHANGED1,2281,22800%$162.4K$166.4K+$4.0K2026-10-05
Investors Research Corp
INCREASED1,2151,143+72+6%$151.2K$164.7K+$13.5K2026-10-07
Carolina Wealth Advisors, LLC
UNCHANGED1,2051,20500%$159.3K$163.3K+$4.0K2026-10-23
Capitol Family Office, Inc.
INCREASED1,133956+177+19%$126.4K$153.6K+$27.1K2026-10-13
Frankly Finances, LLC
UNCHANGED96896800%$128.0K$131.2K+$3.2K2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED96096000%$127.0K$130.1K+$3.2K2026-10-19
IFP Advisors, Inc
DECREASED9201,155-235-20%$152.7K$124.7K-$28.0K2026-10-16
Parkside Financial Bank & Trust
UNCHANGED88688600%$117.2K$120.1K+$2.9K2026-10-27
Abound Wealth Management
INCREASED860859+1+0%$113.6K$116.6K+$3.0K2026-10-26
First Bancorp, Inc
DECREASED837905-68-8%$119.7K$113.4K-$6.2K2026-10-26
Caldwell Trust Co
UNCHANGED80580500%$106.5K$109.1K+$2.6K2026-10-30
Golden State Wealth Management, LLC
UNCHANGED79979900%$105.7K$108.3K+$2.6K2026-11-02
Winthrop Capital Management, LLC
DECREASED794814-20-2%$108.0K$107.6K-$3662026-11-05
Trust Co
INCREASED766760+6+1%$100.5K$103.9K+$3.4K2026-10-09
Balance Wealth Partners LLC
NEW722—+722——$97.9K—2026-10-27
Piscataqua Savings Bank
UNCHANGED71171100%$94.0K$96.4K+$2.3K2026-10-21
American Capital Advisory, LLC
INCREASED710625+85+14%$82.7K$96.2K+$13.6K2026-10-28
Richardson Capital Management LLC
INCREASED690689+1+0%$91.1K$93.6K+$2.5K2026-10-23
Fortis Group Advisors, LLC
UNCHANGED68068000%$89.9K$92.2K+$2.2K2026-11-06
Newton One Investments LLC
DECREASED633678-45-7%$89.7K$85.8K-$3.9K2026-10-14
Union Savings Bank
UNCHANGED58658600%$77.5K$79.4K+$1.9K2026-10-14
Assetmark, Inc
INCREASED570465+105+23%$61.5K$77.3K+$15.8K2026-10-21
Creative Financial Designs Inc
INCREASED566125+441+353%$16.5K$76.7K+$60.2K2026-11-04
Highline Wealth Partners LLC
UNCHANGED49149100%$64.9K$66.5K+$1.6K2026-10-19
Private Trust Co NA
UNCHANGED48248200%$63.7K$65.3K+$1.6K2026-10-20
Fairway Wealth LLC
INCREASED480479+1+0%$63.3K$65.1K+$1.7K2026-10-30
Provenance Wealth Advisors, LLC
NEW473—+473——$64.1K—2026-10-30
Yankcom Partnership
UNCHANGED45845800%$60.6K$62.1K+$1.5K2026-10-15
Pacific Center for Financial Services
INCREASED445444+1+0%$58.7K$60.3K+$1.6K2026-10-15
Nova Financial LLC
NEW425—+425——$57.6K—2026-11-04
Mascoma Wealth Management LLC
INCREASED417355+62+17%$46.9K$56.5K+$9.5K2026-10-23
Laurel Wealth Advisors LLC
NEW405—+405——$54.9K—2026-10-27
Winch Advisory Services, LLC
UNCHANGED38738700%$51.2K$52.5K+$1.3K2026-11-06
Fifth Third Bancorp
UNCHANGED33133100%$43.8K$44.9K+$1.1K2026-11-05
Gladwyn Financial Advisors, Inc.
UNCHANGED33033000%$43.6K$44.8K+$1.2K2026-10-05
CX Institutional
INCREASED32577+248+322%$10$44+$342026-10-02
Quaker Wealth Management, LLC
UNCHANGED30930900%$40.9K$41.9K+$1.0K2026-10-22
Signaturefd, LLC
INCREASED302298+4+1%$39.4K$40.9K+$1.5K2026-10-23
Jacobi Capital Management LLC
NEW287—+287——$38.9K—2026-11-05
Clean Yield Group
NEW270—+270——$36.6K—2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED26626600%$35.2K$36.1K+$8752026-10-27
Maseco LLP
DECREASED240314-74-24%$41.5K$32.5K-$9.0K2026-10-27
Toth Financial Advisory Corp
INCREASED228227+1+0%$30.0K$30.9K+$8192026-10-08
Nfsg Corp
INCREASED224223+1+0%$29.5K$30.3K+$8052026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED21721700%$28.7K$29.4K+$7142026-10-28
Archer Investment Corp
UNCHANGED20120100%$26.6K$27.3K+$7142026-11-05
Navigoe, LLC
UNCHANGED20020000%$26$27+$12026-11-04
Chilton Capital Management LLC
UNCHANGED19019000%$25.1K$25.8K+$6252026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED18718700%$24.7K$25.3K+$6152026-11-05
Nvwm, LLC
UNCHANGED16616600%$22.0K$22.5K+$5462026-10-14
Acima Private Wealth, LLC
UNCHANGED15815800%$20.9K$21.4K+$5202026-10-05
Birchbrook, Inc.
INCREASED153152+1+1%$20.1K$20.7K+$5502026-10-14
Rossby Financial, LCC
INCREASED1511+150+15000%$95$20.4K+$20.3K2026-11-05
Bfsg, LLC
UNCHANGED14814800%$19.6K$20.1K+$4872026-10-30
Root Financial Partners, LLC
NEW141—+141——$19.2K—2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED11511500%$15.2K$15.6K+$3782026-11-04
Lodestone Wealth Management LLC
UNCHANGED939300%$12.3K$12.6K+$3352026-10-14
Sage Mountain Advisors LLC
UNCHANGED747400%$9.8K$10.0K+$2432026-11-02
Blueline Advisors LLC
NEW65—+65——$8.8K—2026-10-15
CoreCap Advisors, LLC
UNCHANGED616100%$8.1K$8.3K+$2002026-10-08
Albion Financial Group
DECREASED6085-25-29%$11.2K$8.1K-$3.1K2026-10-21
Bare Financial Services, Inc
NEW59—+59——$8.0K—2026-11-04
Breakwater Investment Management
DECREASED59229-170-74%$30.3K$8.0K-$22.3K2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED494900%$6.5K$6.6K+$1612026-11-03
Tower View Wealth Management LLC
UNCHANGED424200%$5.6K$5.7K+$1512026-10-23
Olistico Wealth, LLC
UNCHANGED292900%$3.8K$3.9K+$1052026-10-05
WPG Advisers, LLC
UNCHANGED202000%$2.6K$2.7K+$662026-10-27
Triumph Capital Management
UNCHANGED3300%$397$407+$102026-10-14
RMG Wealth Management LLC
UNCHANGED1100%$137$135-$22026-10-26
V-Square Quantitative Management LLC
CLOSED077,000-77,000-100%$10.2M$0-$10.2M2026-10-15
Axxcess Wealth Management, LLC
CLOSED043,453-43,453-100%$5.7M$0-$5.7M2026-10-21
Jefferies Financial Group Inc.
CLOSED09,677-9,677-100%$1.3M$0-$1.3M2026-11-05
Ameraudi Asset Management, Inc.
CLOSED05,793-5,793-100%$766.1K$0-$766.1K2026-11-05
Blue Zone Wealth Advisors, LLC
CLOSED02,883-2,883-100%$381.2K$0-$381.2K2026-10-19
TritonPoint Partners, LLC
CLOSED02,009-2,009-100%$265.7K$0-$265.7K2026-11-05
Martel Wealth Advisors LLC
CLOSED01,814-1,814-100%$239.9K$0-$239.9K2026-10-14
Atria Investments, Inc
CLOSED01,620-1,620-100%$214.3K$0-$214.3K2026-10-15
Nadler Financial Group, Inc.
CLOSED01,600-1,600-100%$211.6K$0-$211.6K2026-10-23
Post Resch Tallon Group Inc.
CLOSED01,571-1,571-100%$207.7K$0-$207.7K2026-10-09
AdvisorNet Financial, Inc
CLOSED01,318-1,318-100%$174.3K$0-$174.3K2026-10-15
Gill Capital Partners, LLC
CLOSED0943-943-100%$124.7K$0-$124.7K2026-10-13
Salem Investment Counselors Inc
CLOSED0725-725-100%$95.9K$0-$95.9K2026-10-13
Tucker Asset Management LLC
CLOSED0651-651-100%$86.1K$0-$86.1K2026-10-29
Midway Capital Research & Management
CLOSED0487-487-100%$64.4K$0-$64.4K2026-10-20
Evolution Advisers, Inc.
CLOSED0199-199-100%$26$0-$262026-11-06
StrongBox Wealth, LLC
CLOSED0149-149-100%$19.7K$0-$19.7K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0100-100-100%$13.2K$0-$13.2K2026-11-06
3Chopt Investment Partners, LLC
CLOSED013-13-100%$1.7K$0-$1.7K2026-10-30
Tsfg, LLC
CLOSED04-4-100%$1$0-$12026-10-23
Vanguard Advisers Inc
N/A—3,842,055-3,842,055-100%$508.1M———
Wealthfront Advisers LLC
N/A—1,819,118-1,819,118-100%$240.6M———
Morgan Stanley
N/A—1,721,745-1,721,745-100%$227.7M———
Raymond James Financial Inc
N/A—667,954-667,954-100%$88.3M———
Betterment LLC
N/A—596,067-596,067-100%$78.8M———
Bank of America Corp
N/A—573,327-573,327-100%$75.8M———
Royal Bank of Canada
N/A—487,150-487,150-100%$64.4M———
Baird Financial Group, Inc.
N/A—442,529-442,529-100%$58.5M———
SCS Capital Management LLC
N/A—391,185-391,185-100%$51.7M———
Crewe Advisors LLC
N/A—364,656-364,656-100%$48.2M———
IMA Advisory Services, Inc.
N/A—349,458-349,458-100%$46.2M———
Jones Financial Companies Lllp
N/A—290,727-290,727-100%$37.5M———
Goldman Sachs Group Inc
N/A—249,827-249,827-100%$33.0M———
Franklin Resources Inc
N/A—246,817-246,817-100%$32.6M———
Ameriprise Financial Inc
N/A—245,103-245,103-100%$32.3M———
UBS Group AG
N/A—230,304-230,304-100%$30.5M———
Envestnet Asset Management Inc
N/A—230,220-230,220-100%$30.4M———
Cerity Partners LLC
N/A—225,455-225,455-100%$29.8M———
United Capital Financial Advisors, LLC
N/A—205,816-205,816-100%$27.3M———
Mariner, LLC
N/A—203,100-203,100-100%$26.9M———
Cedar Wealth Management, LLC
N/A—202,193-202,193-100%$26.7M———
Olde Wealth Management, LLC
N/A—192,912-192,912-100%$25.5M———
Bank of Montreal
N/A—191,841-191,841-100%$25.4M———
CIBC Bancorp USA Inc.
N/A—170,359-170,359-100%$22.5M———
HighTower Advisors, LLC
N/A—165,545-165,545-100%$21.9M———
Dundas Partners LLP
N/A—164,888-164,888-100%$21.8M———
RWA Wealth Partners, LLC
N/A—164,394-164,394-100%$21.7M———
Silver OAK Wealth Advisors Services, LLC
N/A—145,129-145,129-100%$19.2M———
Caprock Group, LLC
N/A—139,946-139,946-100%$18.5M———
Prime Buchholz LLC
N/A—135,621-135,621-100%$17.9M———
Beacon Pointe Advisors, LLC
N/A—134,191-134,191-100%$17.7M———
Focus Partners Wealth
N/A—133,546-133,546-100%$17.7M———
Mercer Global Advisors Inc
N/A—117,575-117,575-100%$15.5M———
Composition Wealth, LLC
N/A—117,352-117,352-100%$15.5M———
Northwestern Mutual Wealth Management Co
N/A—106,893-106,893-100%$14.1M———
Tiaa Trust, National Association
N/A—106,687-106,687-100%$14.1M———
Cary Street Partners Financial LLC
N/A—103,431-103,431-100%$103.4K———
Cambridge Associates LLC
N/A—101,457-101,457-100%$13.4M———
SageView Advisory Group, LLC
N/A—100,084-100,084-100%$13.2M———
Cresset Asset Management, LLC
N/A—92,937-92,937-100%$12.3M———
Sanchez Levi Garrett
N/A—92,130-92,130-100%$12.2M———
Blair William & Co
N/A—91,218-91,218-100%$12.1M———
Pathstone Holdings, LLC
N/A—83,825-83,825-100%$11.1M———
Wells Fargo & Company
N/A—82,860-82,860-100%$11.0M———
Twin Focus Capital Partners, LLC
N/A—77,100-77,100-100%$10.2M———
MAI Capital Management
N/A—76,485-76,485-100%$10.1M———
Osaic Holdings, Inc.
N/A—73,515-73,515-100%$9.7M———
ST Germain D J Co Inc
N/A—72,105-72,105-100%$9.5M———
JPMorgan Chase & Co
N/A—67,590-67,590-100%$8.9M———
AlTi Global, Inc.
N/A—64,129-64,129-100%$8.5M———
Northern Trust Corp
N/A—63,463-63,463-100%$8.4M———
Cetera Investment Advisers
N/A—60,047-60,047-100%$7.9M———
BSW Wealth Partners
N/A—59,242-59,242-100%$7.8M———
Financial Engines Advisors L.L.C.
N/A—56,694-56,694-100%$7.5M———
Raffa Wealth Management, LLC
N/A—54,759-54,759-100%$7.2M———
Banco Santander, S.A.
N/A—54,058-54,058-100%$7.1M———
Libra Wealth LLC
N/A—53,482-53,482-100%$7.1M———
Bartlett & Co. Wealth Management LLC
N/A—51,103-51,103-100%$6.8M———
Palisades Hudson Asset Management, L.P.
N/A—50,847-50,847-100%$6.7M———
Atlas Legacy Advisors, LLC
N/A—47,899-47,899-100%$6.3M———
EQ LLC
N/A—47,209-47,209-100%$6.2M———
Westfuller Advisors, LLC
N/A—42,011-42,011-100%$5.6M———
Atlantic Private Wealth, LLC
N/A—40,214-40,214-100%$5.3M———
PFG Investments, LLC
N/A—39,421-39,421-100%$5.2M———
Freestone Capital Holdings, LLC
N/A—38,630-38,630-100%$5.1M———
Private Advisor Group, LLC
N/A—38,470-38,470-100%$5.1M———
Harbour Investments, Inc.
N/A—38,032-38,032-100%$5.0M———
MML Investors Services, LLC
N/A—37,580-37,580-100%$5.0M———
Haverford Trust Co
N/A—33,053-33,053-100%$4.4M———
Retirement Capital Strategies
N/A—32,329-32,329-100%$4.3M———
Ballentine Partners, LLC
N/A—30,309-30,309-100%$4.0M———
Vanguard National Trust Co
N/A—29,933-29,933-100%$4.0M———
FMR LLC
N/A—29,290-29,290-100%$3.9M———
Whittier Trust Co
N/A—28,585-28,585-100%$3.8M———
Hamrick Investment Counsel, llc
N/A—26,080-26,080-100%$3.4M———
Pennington Partners & Co., LLC
N/A—26,069-26,069-100%$3.4M———
NewEdge Advisors, LLC
N/A—25,537-25,537-100%$3.4M———
Fiduciary Trust Co
N/A—24,731-24,731-100%$3.3M———
Stifel Financial Corp
N/A—24,717-24,717-100%$3.3M———
Davis R M Inc
N/A—24,658-24,658-100%$3.3M———
BlackRock, Inc.
N/A—24,217-24,217-100%$3.2M———
Proffitt & Goodson Inc
N/A—22,268-22,268-100%$2.9M———
EP Wealth Advisors, LLC
N/A—22,190-22,190-100%$2.9M———
Whittier Trust Co of Nevada Inc
N/A—21,923-21,923-100%$2.9M———
Fairlight Advisors
N/A—21,520-21,520-100%$2.8M———
Davis Wealth Advisors, LLC
N/A—21,485-21,485-100%$2.8M———
Sequoia Financial Advisors, LLC
N/A—20,671-20,671-100%$2.7M———
Mayport, LLC
N/A—19,942-19,942-100%$2.6M———
NewEdge Wealth, LLC
N/A—19,723-19,723-100%$2.6M———
Summit Wealth Group, LLC
N/A—19,012-19,012-100%$2.5M———
Quantinno Capital Management LP
N/A—18,034-18,034-100%$2.4M———
Webster Bank, N. A.
N/A—17,904-17,904-100%$2.4M———
WealthCollab, LLC
N/A—16,380-16,380-100%$2.2M———
Neuberger Berman Group LLC
N/A—15,933-15,933-100%$2.1M———
Focus Partners Advisor Solutions, LLC
N/A—15,776-15,776-100%$2.1M———
M&T Bank Corp
N/A—14,967-14,967-100%$2.0M———
Brown Advisory Inc
N/A—14,806-14,806-100%$2.0M———
Sanctuary Advisors, LLC
N/A—14,503-14,503-100%$1.9M———
Rock Point Advisors, LLC
N/A—14,500-14,500-100%$1.9M———
Smithfield Trust Co
N/A—14,109-14,109-100%$1.9M———
Vermillion & White Wealth Management Group, LLC
N/A—13,755-13,755-100%$1.8M———
Atomic Invest LLC
N/A—12,971-12,971-100%$1.7M———
Snowden Capital Advisors LLC
N/A—12,756-12,756-100%$1.7M———
Federation des caisses Desjardins du Quebec
N/A—12,464-12,464-100%$1.6M———
Napier Financial, LLC
N/A—12,437-12,437-100%$1.6M———
Okabena Investment Services Inc
N/A—12,339-12,339-100%$1.6M———
Pine Harbor Wealth Management, LLC
N/A—12,062-12,062-100%$1.6M———
Waverly Advisors, LLC
N/A—11,997-11,997-100%$1.6M———
Natixis Advisors, LLC
N/A—11,760-11,760-100%$1.6M———
Novare Capital Management LLC
N/A—11,278-11,278-100%$1.5M———
Balanced Rock Investment Advisors LLC
N/A—10,696-10,696-100%$1.4M———
Cahill Financial Advisors Inc
N/A—10,570-10,570-100%$1.4M———
Renaissance Technologies LLC
N/A—10,200-10,200-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—10,109-10,109-100%$1.3M———
Nwam LLC
N/A—10,036-10,036-100%$1.3M———
Wealthspire Advisors, LLC
N/A—9,827-9,827-100%$1.3M———
Bragg Financial Advisors, Inc
N/A—9,557-9,557-100%$1.3M———
AQR Capital Management LLC
N/A—9,436-9,436-100%$1.2M———
World Investment Advisors
N/A—9,287-9,287-100%$1.2M———
Great Valley Advisor Group, Inc.
N/A—8,927-8,927-100%$1.2M———
Continuum Advisory, LLC
N/A—8,832-8,832-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—8,820-8,820-100%$1.2M———
Zevin Asset Management LLC
N/A—8,807-8,807-100%$1.2M———
Nuveen, LLC
N/A—8,735-8,735-100%$1.2M———
Savvy Advisors, Inc.
N/A—8,625-8,625-100%$1.1M———
Passive Capital Management, Llc.
N/A—8,520-8,520-100%$1.0M———
Janney Montgomery Scott LLC
N/A—8,394-8,394-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—7,813-7,813-100%$1.0M———
Rockbridge Investment Management, LCC
N/A—7,699-7,699-100%$1.0M———
Golden Road Advisors LLC
N/A—7,552-7,552-100%$998.7K———
CM Wealth Advisors LLC
N/A—7,547-7,547-100%$998.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,444-7,444-100%$984.4K———
Tradition Wealth Management, LLC
N/A—7,440-7,440-100%$983.9K———
TPG Financial Advisors, LLC
N/A—7,397-7,397-100%$978.2K———
Equitable Holdings, Inc.
N/A—7,082-7,082-100%$936.6K———
Curio Wealth, LLC
N/A—6,797-6,797-100%$898.8K———
Rockefeller Capital Management L.P.
N/A—6,780-6,780-100%$896.7K———
Bradley Foster & Sargent Inc
N/A—6,774-6,774-100%$895.8K———
Cadia Private Client LLC
N/A—6,703-6,703-100%$886.4K———
Moneta Group Investment Advisors LLC
N/A—6,666-6,666-100%$881.5K———
Empower Advisory Group, LLC
N/A—6,619-6,619-100%$875.3K———
Millstone Evans Group, LLC
N/A—6,409-6,409-100%$847.5K———
Noble Wealth Partners LLC
N/A—6,377-6,377-100%$843.3K———
Steward Partners Investment Advisory, LLC
N/A—6,283-6,283-100%$830.9K———
Keystone Financial Group
N/A—6,102-6,102-100%$806.9K———
Sonoma Private Wealth LLC
N/A—6,077-6,077-100%$803.6K———
Cozad Asset Management Inc
N/A—6,052-6,052-100%$800.3K———
Financial Alternatives, Inc
N/A—5,953-5,953-100%$787.3K———
Ellevest, Inc.
N/A—5,876-5,876-100%$722.5K———
Ameritas Investment Partners, Inc.
N/A—5,832-5,832-100%$771.2K———
Truepoint, Inc.
N/A—5,590-5,590-100%$739.2K———
Vickerman Investment Advisors, Inc.
N/A—5,538-5,538-100%$732.3K———
Capital Analysts, LLC
N/A—5,527-5,527-100%$731.0K———
Destination Wealth Management
N/A—5,503-5,503-100%$727.7K———
Capstone Financial Advisors, Inc.
N/A—5,500-5,500-100%$727.4K———
Massachusetts Financial Services Co
N/A—5,499-5,499-100%$1.3M———
EFG International AG
N/A—5,499-5,499-100%$727.2K———
AE Wealth Management LLC
N/A—5,209-5,209-100%$688.8K———
Rehmann Capital Advisory Group
N/A—4,699-4,699-100%$621.4K———
VSM Wealth Advisory, LLC
N/A—4,579-4,579-100%$605.5K———
National Bank of Canada
N/A—4,569-4,569-100%$604.2K———
Geneos Wealth Management Inc.
N/A—4,548-4,548-100%$601.4K———
LRI Investments, LLC
N/A—4,485-4,485-100%$593.1K———
Wood Tarver Financial Group, LLC
N/A—4,139-4,139-100%$547.0K———
WNY Asset Management, LLC
N/A—4,083-4,083-100%$539.9K———
Zhang Financial LLC
N/A—4,082-4,082-100%$539.8K———
Wealth Management Strategies, Inc.
N/A—4,000-4,000-100%$529.0K———
Advisory Services Network, LLC
N/A—3,970-3,970-100%$525.0K———
Summit Financial, LLC
N/A—3,965-3,965-100%$524.3K———
Aspen Capital Management, LLC
N/A—3,961-3,961-100%$523.9K———
Integrated Wealth Concepts LLC
N/A—3,903-3,903-100%$516.1K———
Gladstone Institutional Advisory LLC
N/A—3,885-3,885-100%$513.7K———
Access Financial Services, Inc.
N/A—3,838-3,838-100%$507.5K———
Bridgewater Advisors Inc.
N/A—3,817-3,817-100%$511.7K———
Peregrine Asset Advisers, Inc.
N/A—3,797-3,797-100%$502.1K———
Ally Invest Advisors Inc.
N/A—3,777-3,777-100%$499.5K———
Rollins Financial Advisors, LLC
N/A—3,659-3,659-100%$483.9K———
Rothschild Wealth LLC
N/A—3,645-3,645-100%$482.0K———
Rice Partnership, LLC
N/A—3,496-3,496-100%$462.3K———
Headinvest, LLC
N/A—3,488-3,488-100%$461.3K———
Tribridge Partners Financial LLC
N/A—3,451-3,451-100%$449.7K———
Brio Consultants, LLC
N/A—3,409-3,409-100%$450.8K———
Prudent Investors Network, Inc.
N/A—3,400-3,400-100%$449.6K———
Panoramic Capital Partners, LLC
N/A—3,398-3,398-100%$449.3K———
Tower Research Capital LLC (TRC)
N/A—3,391-3,391-100%$448.4K———
Cornerstone Financial Group, LLC
N/A—3,365-3,365-100%$444.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—3,328-3,328-100%$440.1K———
Susquehanna International Group, LLP
N/A—3,320-3,320-100%$439.0K———
Octavia Wealth Advisors, LLC
N/A—3,319-3,319-100%$438.9K———
Kiley Juergens Wealth Management, LLC
N/A—3,231-3,231-100%$427.2K———
Hilltop Holdings Inc.
N/A—3,161-3,161-100%$418.0K———
&partners
N/A—3,103-3,103-100%$410.3K———
Mutual Advisors, LLC
N/A—3,086-3,086-100%$408.1K———
Sandy Cove Advisors, LLC
N/A—3,023-3,023-100%$399.8K———
NCM Capital Management, LLC
N/A—3,000-3,000-100%$396.7K———
N.E.W. Advisory Services LLC
N/A—2,977-2,977-100%$393.7K———
Medallion Wealth Advisors, LLC
N/A—2,850-2,850-100%$376.9K———
J. Mark Nickell & Co.
N/A—2,712-2,712-100%$358.6K———
RB Capital Management, LLC
N/A—2,709-2,709-100%$358.2K———
First Manhattan Co. Llc.
N/A—2,705-2,705-100%$357.7K———
Evergreen Wealth Partners LLC
N/A—2,687-2,687-100%$355.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,684-2,684-100%$354.9K———
Fort Sheridan Advisors LLC
N/A—2,684-2,684-100%$354.9K———
Tocqueville Asset Management L.P.
N/A—2,680-2,680-100%$354.4K———
Curi Capital, LLC
N/A—2,590-2,590-100%$342.5K———
Carr Financial Group Corp
N/A—2,571-2,571-100%$340.0K———
Sound View Wealth Advisors Group, LLC
N/A—2,567-2,567-100%$339.5K———
Envestnet Portfolio Solutions, Inc.
N/A—2,543-2,543-100%$336.3K———
Quent Capital, LLC
N/A—2,522-2,522-100%$333.5K———
CIBC World Market Inc.
N/A—2,520-2,520-100%$333.2K———
IEQ Capital, LLC
N/A—2,500-2,500-100%$330.6K———
Liberty Wealth Management LLC
N/A—2,498-2,498-100%$280.4K———
B & T Capital Management DBA Alpha Capital Management
N/A—2,490-2,490-100%$329.3K———
Disciplined Investors, L.L.C.
N/A—2,480-2,480-100%$328.0K———
Trillium Asset Management, LLC
N/A—2,474-2,474-100%$327.2K———
First National Advisers, LLC
N/A—2,460-2,460-100%$325.3K———
Orion Porfolio Solutions, LLC
N/A—2,459-2,459-100%$325.2K———
Round Rock Advisors LLC
N/A—2,345-2,345-100%$310.1K———
HM Payson & Co
N/A—2,324-2,324-100%$307.4K———
Dakota Wealth Management
N/A—2,299-2,299-100%$304.0K———
Dunhill Financial, LLC
N/A—2,187-2,187-100%$289.2K———
Tandem Financial, LLC
N/A—2,164-2,164-100%$286.1K———
CreativeOne Wealth, LLC
N/A—2,149-2,149-100%$284.1K———
Reliant Wealth Planning
N/A—2,133-2,133-100%$282.1K———
Investment Advisory Group, LLC
N/A—2,105-2,105-100%$278.4K———
Rathbones Group PLC
N/A—2,066-2,066-100%$273.2K———
Cardiff Park Advisors, LLC
N/A—2,026-2,026-100%$267.9K———
Kintra Wealth, LLC
N/A—1,991-1,991-100%$274.4K———
Bouchey Financial Group, Ltd.
N/A—1,954-1,954-100%$258.4K———
Hollencrest Capital Management
N/A—1,920-1,920-100%$253.9K———
Oxford Financial Group, Ltd. LLC
N/A—1,898-1,898-100%$251.0K———
Vawter Financial, Ltd.
N/A—1,860-1,860-100%$246.0K———
Legacy Financial Advisors, Inc.
N/A—1,843-1,843-100%$243.7K———
Peapack Gladstone Financial Corp
N/A—1,804-1,804-100%$239.0K———
D. E. Shaw & Co., Inc.
N/A—1,761-1,761-100%$232.9K———
Fairview Capital Investment Management, LLC
N/A—1,750-1,750-100%$231.4K———
Coastal Bridge Advisors, LLC
N/A—1,745-1,745-100%$230.8K———
Synergy Financial Group, LTD
N/A—1,735-1,735-100%$229.4K———
Kingsview Wealth Management, LLC
N/A—1,661-1,661-100%$219.7K———
Keyvantage Wealth, LLC
N/A—1,632-1,632-100%$215.8K———
Cascade Financial Partners, LLC
N/A—1,565-1,565-100%$207.0K———
NerdWallet Wealth Partners, LLC
N/A—1,553-1,553-100%$205.4K———
MB Generational Wealth, LLC
N/A—1,533-1,533-100%$202.7K———
Alpha Financial Partners LLC
N/A—1,524-1,524-100%$201.6K———
Brown Brothers Harriman & Co
N/A—1,340-1,340-100%$177.2K———
Graney & King, LLC
N/A—1,142-1,142-100%$151.0K———
Gould Capital, LLC
N/A—1,089-1,089-100%$144.0K———
Aptus Capital Advisors, LLC
N/A—1,089-1,089-100%$144.0K———
Strategic Wealth Partners, Ltd.
N/A—970-970-100%$128.3K———
Fort Vancouver Investment Management, LLC
N/A—955-955-100%$126.3K———
Sumitomo Mitsui Financial Group, Inc.
N/A—938-938-100%$124.1K———
Cornerstone Financial Management LLC
N/A—875-875-100%$115.7K———
Rialto Wealth Management, LLC
N/A—863-863-100%$114.1K———
IFG Advisory, LLC
N/A—824-824-100%$109.0K———
Global Retirement Partners, LLC
N/A—795-795-100%$105.1K———
Bank of the Bluegrass & Trust Co.
N/A—738-738-100%$100.0K———
Keating Financial Advisory Services, Inc.
N/A—728-728-100%$96.3K———
Fiduciary Financial Advisors
N/A—702-702-100%$92.8K———
Caldwell Sutter Capital, Inc.
N/A—603-603-100%$79.7K———
O'shaughnessy Asset Management, LLC
N/A—572-572-100%$75.6K———
Cbiz Investment Advisory Services, LLC
N/A—504-504-100%$56.6K———
Qube Research & Technologies Ltd
N/A—482-482-100%$63.7K———
Smartleaf Asset Management LLC
N/A—454-454-100%$59.6K———
Glen Eagle Advisors, LLC
N/A—440-440-100%$58.2K———
Roble, Belko & Company, Inc
N/A—422-422-100%$56.0K———
Aberdeen Wealth Management LLC
N/A—411-411-100%$54.3K———
Harborfront Financial Group LLC
N/A—395-395-100%$52.2K———
Avalon Trust Co
N/A—375-375-100%$49.6K———
Ameriflex Group, Inc.
N/A—363-363-100%$48.0K———
Westend Capital Management, LLC
N/A—310-310-100%$41.0K———
SHP Wealth Management
N/A—307-307-100%$40.6K———
Bogart Wealth, LLC
N/A—297-297-100%$39.3K———
Hantz Financial Services, Inc.
N/A—281-281-100%$37.0K———
Glassman Wealth Services
N/A—260-260-100%$34.4K———
Security National Bank of Sioux City Iowa
N/A—250-250-100%$33.1K———
Arax Advisory Partners
N/A—243-243-100%$32.1K———
Operose Advisors LLC
N/A—233-233-100%$30.8K———
Seneschal Advisors, LLC
N/A—175-175-100%$23.1K———
Tiaa Wealth Investment Management LLC
N/A—130-130-100%$17.0K———
Godfrey Financial Associates, Inc.
N/A—114-114-100%$15.0K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$13.2K———
Bernard Wealth Management Corp.
N/A—80-80-100%$10.6K———
Financial Avengers, Inc.
N/A—75-75-100%$10.0K———
Evelyn Partners Group Ltd
N/A—56-56-100%$7.4K———
Anchor Investment Management, LLC
N/A—50-50-100%$6.6K———
Tidemark, LLC
N/A—43-43-100%$5.7K———
Rothschild Investment LLC
N/A—23-23-100%$3.1K———
Topsail Wealth Management, LLC
N/A—20-20-100%$2.6K———
Strategic Investment Solutions, Inc.
N/A—12-12-100%$1.6K———
Financial Life Planners
N/A—10-10-100%$1.4K———
Kilter Group LLC
N/A—3-3-100%$397———
Showing 756 of 756 institutions