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Vanguard Mega Cap Value ETF (MGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares15,718,874 from 15,842,689
Change-123,815 (-1%)
Value$2.5B (-$57.3M)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares1,771,895 from 1,652,554
Change+119,341 (+7%)
Value$285.4M (+$15.3M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,258,043 from 1,158,233
Change+99,810 (+9%)
Value$202.7M (+$13.3M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares1,088,468 from 1,105,925
Change-17,457 (-2%)
Value$175.3M (-$5.4M)
Filed 2026-11-06
Black Diamond Financial, LLC
INCREASED
Shares779,389 from 757,229
Change+22,160 (+3%)
Value$125.6M (+$1.8M)
Filed 2026-10-26
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares733,157 from 733,157
Change0 (0%)
Value$118.1M (-$1.7M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares420,234 from 403,118
Change+17,116 (+4%)
Value$67.7M (+$1.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares385,841 from 388,720
Change-2,879 (-1%)
Value$62.2K (-$63.5M)
Filed 2026-11-02
Praetorian Wealth Management, Inc.
INCREASED
Shares382,890 from 379,594
Change+3,296 (+1%)
Value$61.7M (-$364.9K)
Filed 2026-10-16
Bernardo Wealth Planning LLC
INCREASED
Shares367,590 from 187,389
Change+180,201 (+96%)
Value$59.2M (+$28.6M)
Filed 2026-10-23
Petredis Investment Advisors LLC
INCREASED
Shares367,187 from 366,159
Change+1,028 (+0%)
Value$59.2M (-$698.5K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares286,772 from 301,213
Change-14,441 (-5%)
Value$46.2M (-$3.0M)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares242,661 from 226,306
Change+16,355 (+7%)
Value$39.1M (+$2.1M)
Filed 2026-10-13
Braeburn Wealth Management LLC
INCREASED
Shares227,511 from 211,636
Change+15,875 (+8%)
Value$36.6M (+$2.1M)
Filed 2026-10-15
Integrated Capital Management, LLC
DECREASED
Shares208,290 from 210,222
Change-1,932 (-1%)
Value$33.6M (-$807.3K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares193,876 from 191,472
Change+2,404 (+1%)
Value$31.2M (-$64.6K)
Filed 2026-10-08
Capital Advantage, Inc.
DECREASED
Shares193,114 from 197,037
Change-3,923 (-2%)
Value$31.1M (-$1.1M)
Filed 2026-10-14
Zeit Capital LLC
DECREASED
Shares186,944 from 189,915
Change-2,971 (-2%)
Value$30.1M (-$918.7K)
Filed 2026-10-19
ETF Portfolio Partners, Inc.
DECREASED
Shares170,884 from 172,557
Change-1,673 (-1%)
Value$27.5M (-$676.7K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares166,432 from 154,959
Change+11,473 (+7%)
Value$26.8M (+$1.5M)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares164,589 from 158,867
Change+5,722 (+4%)
Value$26.5M (+$546.9K)
Filed 2026-10-09
Pachira Investments Inc.
INCREASED
Shares154,836 from 132,385
Change+22,451 (+17%)
Value$24.9M (+$3.3M)
Filed 2026-10-14
Bison Wealth, LLC
INCREASED
Shares153,414 from 146,800
Change+6,614 (+5%)
Value$25.2M (+$1.1M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares152,867 from 79,496
Change+73,371 (+92%)
Value$25.0M (+$11.9M)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares152,615 from 2,484
Change+150,131 (+6044%)
Value$24.6M (+$24.2M)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares146,084 from 149,966
Change-3,882 (-3%)
Value$23.5M (-$979.2K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares145,466 from 111,569
Change+33,897 (+30%)
Value$23.4M (+$5.2M)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares145,173 from 316,144
Change-170,971 (-54%)
Value$23.4M (-$25.4M)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares132,683 from 129,222
Change+3,461 (+3%)
Value$21.4M (+$252.5K)
Filed 2026-10-27
Means Investment Co., Inc.
DECREASED
Shares125,009 from 133,485
Change-8,476 (-6%)
Value$20.1M (-$1.7M)
Filed 2026-11-03
rebel Financial LLC
NEW
Shares116,067
Change+116,067
Value$18.7M
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED
Shares108,851 from 113,093
Change-4,242 (-4%)
Value$17.5M (-$950.3K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
DECREASED
Shares102,520 from 102,562
Change-42 (0%)
Value$16.5M (-$202.7K)
Filed 2026-10-29
Crumly & Associates Inc.
INCREASED
Shares101,549 from 76,747
Change+24,802 (+32%)
Value$16.4M (+$3.8M)
Filed 2026-10-07
Creative Planning
DECREASED
Shares101,199 from 102,217
Change-1,018 (-1%)
Value$16.3M (-$405.2K)
Filed 2026-11-02
PFG Private Wealth Management, LLC
INCREASED
Shares100,275 from 65,983
Change+34,292 (+52%)
Value$16.2M (+$5.4M)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares98,303 from 98,280
Change+23 (+0%)
Value$15.8M (-$228.3K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares89,935 from 48,084
Change+41,851 (+87%)
Value$14.5M (+$6.6M)
Filed 2026-11-06
Annex Advisory Services, LLC
DECREASED
Shares88,951 from 109,313
Change-20,362 (-19%)
Value$14.3M (-$3.5M)
Filed 2026-10-16
Avid Wealth Partners LLC
INCREASED
Shares82,531 from 81,651
Change+880 (+1%)
Value$13.3M (-$51.0K)
Filed 2026-11-03
Allstreet Capital Advisors LLC
DECREASED
Shares81,486 from 82,962
Change-1,476 (-2%)
Value$13.1M (-$433.7K)
Filed 2026-11-04
James J. Burns & Company, LLC
DECREASED
Shares77,919 from 79,306
Change-1,387 (-2%)
Value$12.6M (-$410.3K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
INCREASED
Shares72,542 from 72,209
Change+333 (+0%)
Value$11.7M (-$116.7K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED
Shares71,558 from 39,799
Change+31,759 (+80%)
Value$11.5M (+$5.0M)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares70,772 from 72,071
Change-1,299 (-2%)
Value$11.4M (-$379.5K)
Filed 2026-10-28
Capital Planning LLC
DECREASED
Shares69,727 from 70,530
Change-803 (-1%)
Value$11.2M (-$295.8K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares69,138 from 71,941
Change-2,803 (-4%)
Value$11.1M (-$621.2K)
Filed 2026-10-28
Mayfair Advisory Group, LLC
INCREASED
Shares66,820 from 65,270
Change+1,550 (+2%)
Value$10.8M (+$46.1K)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
INCREASED
Shares64,502 from 60,926
Change+3,576 (+6%)
Value$10.4M (+$432.2K)
Filed 2026-11-04
Pacific Center for Financial Services
NEW
Shares62,536
Change+62,536
Value$10.1M
Filed 2026-10-15
Gladwyn Financial Advisors, Inc.
DECREASED
Shares59,508 from 60,975
Change-1,467 (-2%)
Value$9.6M (-$380.3K)
Filed 2026-10-05
Compass Planning Associates Inc
INCREASED
Shares56,954 from 55,575
Change+1,379 (+2%)
Value$9.2M (+$91.1K)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares56,482 from 28,231
Change+28,251 (+100%)
Value$9.1M (+$4.5M)
Filed 2026-10-15
Colorado Capital Management, Inc.
INCREASED
Shares56,458 from 54,393
Change+2,065 (+4%)
Value$9.1K (+$204)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares56,393 from 51,314
Change+5,079 (+10%)
Value$9.1M (+$697.1K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares50,040 from 50,096
Change-56 (0%)
Value$8.1M (-$127.2K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares46,616 from 19,715
Change+26,901 (+136%)
Value$7.5M (+$4.3M)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares44,509 from 48,597
Change-4,088 (-8%)
Value$7.2M (-$773.2K)
Filed 2026-11-05
Capstone Wealth Management Group, LLC
DECREASED
Shares44,029 from 57,120
Change-13,091 (-23%)
Value$6.1M (-$3.3M)
Filed 2026-11-05
Waystone Advisors LLC
DECREASED
Shares42,695 from 42,784
Change-89 (0%)
Value$7.0M (-$14.5K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares41,856
Change+41,856
Value$6.7M
Filed 2026-10-28
TFB Advisors LLC
DECREASED
Shares41,623 from 42,166
Change-543 (-1%)
Value$6.7M (-$187.0K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares40,475 from 40,732
Change-257 (-1%)
Value$6.5M (-$137.5K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares38,856 from 34,132
Change+4,724 (+14%)
Value$6.3M (+$680.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares38,179 from 35,591
Change+2,588 (+7%)
Value$6.3M (+$451.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares38,179 from 35,591
Change+2,588 (+7%)
Value$6.3M (+$451.9K)
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares37,310 from 35,093
Change+2,217 (+6%)
Value$6.0M (+$274.2K)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares35,616 from 35,616
Change0 (0%)
Value$5.7M (-$84.1K)
Filed 2026-10-19
Center For Asset Management LLC
DECREASED
Shares35,455 from 37,808
Change-2,353 (-6%)
Value$5.7M (-$467.9K)
Filed 2026-10-16
Towerpoint Wealth, LLC
NEW
Shares33,208
Change+33,208
Value$5.3M
Filed 2026-10-13
Principle Wealth Partners LLC
UNCHANGED
Shares32,920 from 32,920
Change0 (0%)
Value$5.3M (-$77.7K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares32,074 from 32,004
Change+70 (+0%)
Value$5.2M (-$64.2K)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares30,883 from 30,545
Change+338 (+1%)
Value$5.0M (-$17.6K)
Filed 2026-10-27
Richard P Slaughter Associates Inc
INCREASED
Shares29,755 from 28,853
Change+902 (+3%)
Value$4.8M (+$77.2K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares29,694 from 29,650
Change+44 (+0%)
Value$4.8M (-$63.0K)
Filed 2026-11-04
Trademark Financial Management, LLC
DECREASED
Shares28,636 from 29,369
Change-733 (-2%)
Value$4.6M (-$187.4K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares28,612 from 29,745
Change-1,133 (-4%)
Value$4.6M (-$252.6K)
Filed 2026-10-28
Boyd Wealth Management, LLC
DECREASED
Shares28,071 from 28,517
Change-446 (-2%)
Value$4.5M (-$139.1K)
Filed 2026-10-20
Cresta Advisors, Ltd.
INCREASED
Shares26,825 from 22,438
Change+4,387 (+20%)
Value$4.3M (+$653.7K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares26,423 from 26,737
Change-314 (-1%)
Value$4.3M (-$113.9K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares26,138 from 23,452
Change+2,686 (+11%)
Value$4.2M (+$377.3K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares25,870 from 26,770
Change-900 (-3%)
Value$4.2M (-$208.2K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares24,903 from 25,507
Change-604 (-2%)
Value$4.0M (-$157.5K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares24,206 from 24,279
Change-73 (0%)
Value$3.9M (-$69.1K)
Filed 2026-11-04
Olistico Wealth, LLC
INCREASED
Shares23,813 from 21,665
Change+2,148 (+10%)
Value$3.8M (+$294.9K)
Filed 2026-10-05
Independent Financial Group, LLC
INCREASED
Shares23,455 from 22,395
Change+1,060 (+5%)
Value$3.8M (+$117.9K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares23,129 from 22,133
Change+996 (+5%)
Value$3.7M (+$108.2K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
DECREASED
Shares23,015 from 23,404
Change-389 (-2%)
Value$3.7M (-$118.0K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares22,625 from 17,424
Change+5,201 (+30%)
Value$3.7M (+$850.0K)
Filed 2026-11-06
Ifrah Financial Services, Inc.
DECREASED
Shares21,351 from 21,687
Change-336 (-2%)
Value$3.4M (-$105.3K)
Filed 2026-10-13
Breakwater Investment Management
DECREASED
Shares20,339 from 24,599
Change-4,260 (-17%)
Value$3.3M (-$744.3K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares19,971 from 21,762
Change-1,791 (-8%)
Value$3.2M (-$339.8K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares19,847 from 29,019
Change-9,172 (-32%)
Value$3.2M (-$1.5M)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares18,640 from 18,606
Change+34 (+0%)
Value$3.0M (-$38.5K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares18,484 from 21,493
Change-3,009 (-14%)
Value$3.0M (-$535.5K)
Filed 2026-10-14
Grantvest Financial Group LLC
DECREASED
Shares18,094 from 18,316
Change-222 (-1%)
Value$2.9M (-$78.9K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares16,703 from 16,450
Change+253 (+2%)
Value$2.7M (+$2.0K)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares16,601 from 18,226
Change-1,625 (-9%)
Value$2.7M (-$304.6K)
Filed 2026-10-30
Wealthcare Capital Partners, LLC
DECREASED
Shares16,420 from 16,915
Change-495 (-3%)
Value$2.6M (-$119.7K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares16,395 from 15,650
Change+745 (+5%)
Value$2.6M (+$83.1K)
Filed 2026-11-05
Stonebridge Financial Planning Group, LLC
DECREASED
Shares16,027 from 16,422
Change-395 (-2%)
Value$2.6M (-$102.5K)
Filed 2026-11-06
WT Wealth Management
INCREASED
Shares15,999 from 15,238
Change+761 (+5%)
Value$2.6M (+$86.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares15,806 from 16,558
Change-752 (-5%)
Value$2.5M (+$146.1K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares15,485 from 15,479
Change+6 (+0%)
Value$2.5M (-$35.5K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW
Shares14,961
Change+14,961
Value$2.4M
Filed 2026-10-27
Revisor Wealth Management LLC
INCREASED
Shares14,615 from 14,097
Change+518 (+4%)
Value$2.4M (+$112.5K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares14,434 from 14,434
Change0 (0%)
Value$2.3M (-$34.1K)
Filed 2026-11-03
Finward Bancorp
INCREASED
Shares14,185 from 13,555
Change+630 (+5%)
Value$2.3M (+$69.5K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED
Shares13,961 from 14,341
Change-380 (-3%)
Value$2.2K (-$2.0M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares13,645 from 12,878
Change+767 (+6%)
Value$2.2M (+$93.1K)
Filed 2026-10-08
Merited Wealth, LLC
DECREASED
Shares12,647 from 12,823
Change-176 (-1%)
Value$2.0M (-$58.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares12,538 from 11,373
Change+1,165 (+10%)
Value$2.0M (+$160.9K)
Filed 2026-10-08
GreatBanc Trust Co
INCREASED
Shares11,253 from 6,763
Change+4,490 (+66%)
Value$1.8M (+$707.3K)
Filed 2026-11-04
Matthew Goff Investment Advisor, LLC
NEW
Shares11,004
Change+11,004
Value$1.8M
Filed 2026-10-13
Freestate Advisors LLC
NEW
Shares10,440
Change+10,440
Value$1.7M
Filed 2026-10-09
CFC Planning Co LLC
INCREASED
Shares10,369 from 10,024
Change+345 (+3%)
Value$1.7M (+$32.1K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares10,348 from 10,686
Change-338 (-3%)
Value$1.7M (-$79.6K)
Filed 2026-10-23
Procyon Advisors, LLC
DECREASED
Shares10,313 from 11,169
Change-856 (-8%)
Value$1.7M (-$164.2K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,922 from 11,013
Change-1,091 (-10%)
Value$1.6M (-$201.7K)
Filed 2026-10-13
Harpswell Capital Advisors, LLC
DECREASED
Shares9,881 from 11,681
Change-1,800 (-15%)
Value$1.6M (-$317.5K)
Filed 2026-10-09
Sigma Planning Corp
DECREASED
Shares9,671 from 9,687
Change-16 (0%)
Value$1.6M (-$25.3K)
Filed 2026-10-23
Worth Asset Management, LLC
DECREASED
Shares9,575 from 16,316
Change-6,741 (-41%)
Value$1.5M (-$1.1M)
Filed 2026-10-07
Regions Financial Corp
DECREASED
Shares9,521 from 9,736
Change-215 (-2%)
Value$1.5M (-$57.6K)
Filed 2026-11-05
Keeler Thomas Management LLC
DECREASED
Shares9,349 from 10,330
Change-981 (-9%)
Value$1.5M (-$182.4K)
Filed 2026-10-29
High Net Worth Advisory Group LLC
INCREASED
Shares8,913 from 8,813
Change+100 (+1%)
Value$1.4M (-$4.7K)
Filed 2026-10-26
Gateway Investment Advisers LLC
NEW
Shares8,787
Change+8,787
Value$1.4M
Filed 2026-10-13
Salem Investment Counselors Inc
DECREASED
Shares8,095 from 8,592
Change-497 (-6%)
Value$1.3M (-$100.3K)
Filed 2026-10-13
Blackston Financial Advisory Group, LLC
DECREASED
Shares8,022 from 8,395
Change-373 (-4%)
Value$1.3M (-$79.9K)
Filed 2026-11-04
Level Four Advisory Services, LLC
INCREASED
Shares7,966 from 7,714
Change+252 (+3%)
Value$1.3M (+$22.4K)
Filed 2026-11-06
SBK Financial, Inc.
UNCHANGED
Shares7,955 from 7,955
Change0 (0%)
Value$1.3M (-$18.8K)
Filed 2026-11-02
Focused Alpha, LLC
INCREASED
Shares7,937 from 6,335
Change+1,602 (+25%)
Value$1.3M (+$243.0K)
Filed 2026-10-20
Americana Partners, LLC
UNCHANGED
Shares7,594 from 7,594
Change0 (0%)
Value$1.2M (-$17.9K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares7,549 from 7,529
Change+20 (+0%)
Value$1.2M (-$14.6K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares7,382 from 7,389
Change-7 (0%)
Value$1.2M (-$18.6K)
Filed 2026-10-22
Private Wealth Group, LLC
UNCHANGED
Shares7,354 from 7,354
Change0 (0%)
Value$1.2M (-$17.4K)
Filed 2026-10-19
Moneco Advisors, LLC
DECREASED
Shares7,331 from 7,529
Change-198 (-3%)
Value$1.2M (-$49.7K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares7,256 from 7,247
Change+9 (+0%)
Value$1.2M (-$15.6K)
Filed 2026-10-29
Rasp Wealth Solutions, LLC
INCREASED
Shares7,146 from 7,129
Change+17 (+0%)
Value$1.2M (-$14.0K)
Filed 2026-11-06
Crane Advisory, LLC
UNCHANGED
Shares7,126 from 7,126
Change0 (0%)
Value$1.2M (-$5.4K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED
Shares7,056 from 7,056
Change0 (0%)
Value$1.1M (-$16.7K)
Filed 2026-10-21
Richardson Financial Services Inc.
DECREASED
Shares6,975 from 7,115
Change-140 (-2%)
Value$1.1M (-$39.3K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares6,963 from 1,898
Change+5,065 (+267%)
Value$1.1M (+$811.4K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,842 from 6,666
Change+176 (+3%)
Value$1.1M (+$12.6K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares6,820 from 6,811
Change+9 (+0%)
Value$1.1M (-$14.6K)
Filed 2026-11-05
Old National Bancorp
UNCHANGED
Shares6,786 from 6,786
Change0 (0%)
Value$1.1M (-$16.0K)
Filed 2026-10-20
Hudock, Inc.
DECREASED
Shares6,758 from 6,777
Change-19 (0%)
Value$1.1M (-$19.1K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares6,719 from 6,500
Change+219 (+3%)
Value$1.1M (+$19.9K)
Filed 2026-11-03
Arcadia Investment Advisors LLC
DECREASED
Shares6,497 from 6,957
Change-460 (-7%)
Value$1.0M (-$90.5K)
Filed 2026-10-13
Wealthcare Capital Management LLC
INCREASED
Shares6,445 from 6,401
Change+44 (+1%)
Value$1.0M (-$8.0K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,375 from 2,680
Change+3,695 (+138%)
Value$1.0M (+$588.8K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares6,186 from 6,186
Change0 (0%)
Value$996.5K (-$14.6K)
Filed 2026-10-27
Focus Financial Network, Inc.
DECREASED
Shares6,094 from 14,587
Change-8,493 (-58%)
Value$981.7K (-$1.4M)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
INCREASED
Shares6,061 from 5,783
Change+278 (+5%)
Value$976.4K (+$40.5K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares5,985 from 5,902
Change+83 (+1%)
Value$964.1K (-$558)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares5,971 from 3,757
Change+2,214 (+59%)
Value$961.9K (+$347.7K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares5,847 from 5,717
Change+130 (+2%)
Value$941.9K (+$7.4K)
Filed 2026-10-16
Miramontes Capital, LLC
DECREASED
Shares5,670 from 5,828
Change-158 (-3%)
Value$913.4K (-$39.2K)
Filed 2026-10-19
Investment Research & Advisory Group, Inc.
INCREASED
Shares5,605 from 3,805
Change+1,800 (+47%)
Value$902.9K (+$281.0K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares5,521 from 5,497
Change+24 (+0%)
Value$889.4K (-$9.1K)
Filed 2026-11-05
Creekside Partners
UNCHANGED
Shares5,416 from 5,416
Change0 (0%)
Value$872.4K (-$12.8K)
Filed 2026-11-04
New England Private Wealth Advisors LLC
INCREASED
Shares5,376 from 5,352
Change+24 (+0%)
Value$866.0K (-$12.9K)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares5,336 from 5,336
Change0 (0%)
Value$859.6K (-$12.6K)
Filed 2026-11-05
Fifth Third Securities, Inc.
NEW
Shares5,310
Change+5,310
Value$855.4K
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
INCREASED
Shares5,307 from 5,120
Change+187 (+4%)
Value$855.0K (+$18.1K)
Filed 2026-10-23
Venture Visionary Partners LLC
INCREASED
Shares5,233 from 5,083
Change+150 (+3%)
Value$843.1K (+$12.3K)
Filed 2026-10-07
Mainsail Asset Management, LLC
UNCHANGED
Shares5,215 from 5,215
Change0 (0%)
Value$848.1K (+$4.2K)
Filed 2026-10-14
Russell Investments Group, Ltd.
INCREASED
Shares5,212 from 4,539
Change+673 (+15%)
Value$839.6K (+$97.7K)
Filed 2026-11-06
Landaas & Co
UNCHANGED
Shares5,186 from 5,186
Change0 (0%)
Value$835.4K (-$12.2K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares5,148 from 4,656
Change+492 (+11%)
Value$829.3K (+$68.3K)
Filed 2026-10-27
Rossmore Private Capital
DECREASED
Shares5,120 from 5,160
Change-40 (-1%)
Value$824.8K (-$18.6K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares5,054 from 4,691
Change+363 (+8%)
Value$814.3K (+$47.5K)
Filed 2026-10-27
Colton Groome Financial Advisors, LLC
DECREASED
Shares4,997 from 5,232
Change-235 (-4%)
Value$805.0K (-$50.2K)
Filed 2026-10-06
Wagner Wealth Management, LLC
UNCHANGED
Shares4,894 from 4,894
Change0 (0%)
Value$788.4K (-$11.6K)
Filed 2026-10-21
Collaborative Wealth Managment Inc.
INCREASED
Shares4,876 from 4,807
Change+69 (+1%)
Value$785.5K (-$231)
Filed 2026-11-06
Brighton Jones LLC
DECREASED
Shares4,870 from 4,899
Change-29 (-1%)
Value$784.5K (-$16.3K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED
Shares4,855 from 4,507
Change+348 (+8%)
Value$782.1K (+$45.3K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,845 from 5,174
Change-329 (-6%)
Value$780.5K (-$65.2K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares4,826 from 5,184
Change-358 (-7%)
Value$789.0K (-$59.1K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares4,791 from 4,614
Change+177 (+4%)
Value$772.9K (+$22.5K)
Filed 2026-11-02
Fisher Asset Management, LLC
NEW
Shares4,731
Change+4,731
Value$762.2K
Filed 2026-11-06
Pinion Investment Advisors, LLC
INCREASED
Shares4,629 from 4,599
Change+30 (+1%)
Value$745.7K (-$6.0K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares4,623 from 2,627
Change+1,996 (+76%)
Value$744.7K (+$315.3K)
Filed 2026-11-05
Optivise Advisory Services LLC
INCREASED
Shares4,486 from 4,432
Change+54 (+1%)
Value$722.7K (-$1.7K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares4,470 from 4,450
Change+20 (+0%)
Value$720.1K (-$7.3K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares4,467 from 4,250
Change+217 (+5%)
Value$727.6K (+$32.9K)
Filed 2026-10-30
Independent Wealth Advisors LLC
INCREASED
Shares4,372 from 4,371
Change+1 (+0%)
Value$704.3K (-$10.0K)
Filed 2026-10-27
Gallacher Capital Management LLC
DECREASED
Shares4,077 from 4,429
Change-352 (-8%)
Value$656.8K (-$67.2K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares4,074 from 4,074
Change0 (0%)
Value$656.3K (-$9.6K)
Filed 2026-10-15
Bell Bank
INCREASED
Shares4,050 from 3,824
Change+226 (+6%)
Value$652.4K (+$27.4K)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares3,932 from 4,005
Change-73 (-2%)
Value$633.4K (-$21.2K)
Filed 2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,930 from 7,458
Change-3,528 (-47%)
Value$633.1K (-$585.9K)
Filed 2026-10-14
Entrust Financial LLC
DECREASED
Shares3,908 from 3,937
Change-29 (-1%)
Value$629.5K (-$13.9K)
Filed 2026-11-04
Martel Wealth Advisors LLC
INCREASED
Shares3,884 from 3,867
Change+17 (+0%)
Value$625.7K (-$6.3K)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares3,824 from 3,854
Change-30 (-1%)
Value$616.0K (-$14.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares3,764 from 3,552
Change+212 (+6%)
Value$606.3K (+$24.2K)
Filed 2026-10-26
Eagle Wealth Advisors LLC
UNCHANGED
Shares3,641 from 3,641
Change0 (0%)
Value$586.5K (-$8.6K)
Filed 2026-10-20
Waters Parkerson & Co., LLC
INCREASED
Shares3,618 from 3,602
Change+16 (+0%)
Value$582.8K (-$5.9K)
Filed 2026-11-04
Prospera Financial Services Inc
NEW
Shares3,600
Change+3,600
Value$608.7K
Filed 2026-11-04
Todd Wealth Management, LLC
DECREASED
Shares3,573 from 3,590
Change-17 (0%)
Value$575.6K (-$11.2K)
Filed 2026-10-19
OxenFree Capital LLC
DECREASED
Shares3,551 from 3,564
Change-13 (0%)
Value$577.4K (-$7.4K)
Filed 2026-10-07
Pillar Financial Advisors, LLC
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$565.4K (-$8.3K)
Filed 2026-10-21
Bay Capital Advisors, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$563.8K (-$8.3K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares3,397 from 2,714
Change+683 (+25%)
Value$547 (-$443.5K)
Filed 2026-10-26
LWM Advisors Inc
INCREASED
Shares3,319 from 3,180
Change+139 (+4%)
Value$534.7K (+$14.9K)
Filed 2026-10-08
Fusion Family Wealth, LLC
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$530.0K (-$7.8K)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares3,269 from 3,372
Change-103 (-3%)
Value$526.6K (-$24.5K)
Filed 2026-10-09
Interchange Capital Partners, LLC
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$517.9K (-$7.6K)
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares3,183 from 3,130
Change+53 (+2%)
Value$512.7K (+$1.2K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,988 from 2,377
Change+611 (+26%)
Value$481.3K (+$92.8K)
Filed 2026-10-30
Primoris Wealth Advisors, LLC
INCREASED
Shares2,963 from 2,346
Change+617 (+26%)
Value$461.2K (+$77.7K)
Filed 2026-10-28
Solutions 4 Wealth, Ltd
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$460.5K (-$6.7K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares2,782 from 1,227
Change+1,555 (+127%)
Value$448.2K (+$247.6K)
Filed 2026-10-29
Earned Wealth Advisors, LLC
INCREASED
Shares2,753 from 2,741
Change+12 (+0%)
Value$443.5K (-$4.5K)
Filed 2026-11-06
Ritholtz Wealth Management
UNCHANGED
Shares2,748 from 2,748
Change0 (0%)
Value$442.7K (-$6.5K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares2,735 from 6,075
Change-3,340 (-55%)
Value$440.6K (-$552.4K)
Filed 2026-10-23
Clearstead Advisors, LLC
NEW
Shares2,702
Change+2,702
Value$435.3K
Filed 2026-11-06
Welch Group, LLC
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$421.4K (-$6.2K)
Filed 2026-10-29
Valmark Advisers, Inc.
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$410.1K (-$6.0K)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$409.9K (-$6.0K)
Filed 2026-10-30
First Citizens Bank & Trust Co
NEW
Shares2,530
Change+2,530
Value$407.6K
Filed 2026-10-14
Apeiron RIA LLC
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$403.0K (-$5.3K)
Filed 2026-10-08
AA Financial Advisors, LLC
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$393.4K (-$5.8K)
Filed 2026-10-19
Westco Advisory Services Inc
INCREASED
Shares2,424 from 2,283
Change+141 (+6%)
Value$390.5K (+$17.3K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares2,413 from 4,061
Change-1,648 (-41%)
Value$388.7K (-$275.1K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares2,394 from 2,325
Change+69 (+3%)
Value$385.6K (+$5.6K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares2,384 from 1,376
Change+1,008 (+73%)
Value$384.0K (+$159.1K)
Filed 2026-11-03
Sterling Investment Counsel, LLC
DECREASED
Shares2,359 from 2,458
Change-99 (-4%)
Value$380.0K (-$21.7K)
Filed 2026-10-19
Citizens Financial Group Inc
NEW
Shares2,350
Change+2,350
Value$378.5K
Filed 2026-10-23
Global Trust Asset Management, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$368.9K (-$5.4K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares2,169 from 2,111
Change+58 (+3%)
Value$349.4K (+$4.4K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
DECREASED
Shares2,161 from 2,561
Change-400 (-16%)
Value$348.1K (-$70.5K)
Filed 2026-11-05
Retireful, LLC
INCREASED
Shares2,155 from 1,990
Change+165 (+8%)
Value$347.1K (+$21.9K)
Filed 2026-10-09
Lazari Capital Management, Inc.
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$338.6K (-$5.0K)
Filed 2026-10-20
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$338.1K (-$5.0K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares2,082 from 2,073
Change+9 (+0%)
Value$335.3K (-$3.5K)
Filed 2026-10-19
BCO Wealth Management LLC
DECREASED
Shares2,081 from 3,242
Change-1,161 (-36%)
Value$335.2K (-$194.7K)
Filed 2026-10-14
United Advisor Group, LLC
INCREASED
Shares2,017 from 1,263
Change+754 (+60%)
Value$324.9K (+$118.5K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$324.6K (-$4.8K)
Filed 2026-10-01
RVW Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$322.2K (-$4.7K)
Filed 2026-10-06
Tritonpoint Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$322.2K (-$4.7K)
Filed 2026-10-19
TritonPoint Partners, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$322.2K (-$4.7K)
Filed 2026-11-05
Brown Wealth Management, LLC
INCREASED
Shares1,996 from 1,989
Change+7 (+0%)
Value$321.6K (-$3.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$318.6K (-$4.7K)
Filed 2026-10-22
Investment Insight Wealth Management, LLC
INCREASED
Shares1,952 from 1,503
Change+449 (+30%)
Value$314.4K (+$68.8K)
Filed 2026-10-30
McClarren Financial Advisors, Inc.
DECREASED
Shares1,933 from 2,107
Change-174 (-8%)
Value$311.4K (-$32.9K)
Filed 2026-10-15
Darrow Company, Inc.
INCREASED
Shares1,854 from 1,851
Change+3 (+0%)
Value$301.4K (-$1.6K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares1,825 from 2,100
Change-275 (-13%)
Value$294.0K (-$49.3K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
NEW
Shares1,776
Change+1,776
Value$286.1K
Filed 2026-10-21
Sageworth Trust Co
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$282.6K (-$4.1K)
Filed 2026-10-30
Kingsman Wealth Management, Inc.
INCREASED
Shares1,748 from 1,740
Change+8 (+0%)
Value$281.6K (-$2.9K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares1,721 from 1,950
Change-229 (-12%)
Value$277.2K (-$41.5K)
Filed 2026-10-29
Rodgers & Associates, LTD
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$276.3K (-$4.0K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares1,672 from 1,500
Change+172 (+11%)
Value$269.3K (+$24.2K)
Filed 2026-10-22
NWF Advisory Services Inc.
DECREASED
Shares1,652 from 1,752
Change-100 (-6%)
Value$266.1K (-$20.2K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$260.8K (-$3.8K)
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares1,578 from 1,540
Change+38 (+2%)
Value$254.2K (+$2.5K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$252.9K (-$3.7K)
Filed 2026-10-23
First Business Financial Services, Inc.
INCREASED
Shares1,536 from 1,511
Change+25 (+2%)
Value$247.4K (+$461)
Filed 2026-10-29
Manchester Financial Inc
DECREASED
Shares1,527 from 1,557
Change-30 (-2%)
Value$246.0K (-$8.5K)
Filed 2026-10-15
Apollon Financial, LLC
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$245.5K (-$3.6K)
Filed 2026-10-23
Addison Advisors LLC
DECREASED
Shares1,520 from 1,560
Change-40 (-3%)
Value$244.9K (-$10.1K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares1,496 from 1,901
Change-405 (-21%)
Value$241.0K (-$69.6K)
Filed 2026-10-13
Jackson Square Capital, LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$237.0K (-$3.5K)
Filed 2026-10-19
Keybank National Association
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$233.6K (-$3.4K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$233.3K (-$3.4K)
Filed 2026-10-14
Integrity Alliance, Llc.
NEW
Shares1,421
Change+1,421
Value$228.9K
Filed 2026-10-29
Cornerstone Management, Inc.
DECREASED
Shares1,413 from 1,426
Change-13 (-1%)
Value$227.6K (-$5.5K)
Filed 2026-10-16
Heffernan Advisory, Inc
INCREASED
Shares1,408 from 1,402
Change+6 (+0%)
Value$226.8K (-$2.3K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
INCREASED
Shares1,388 from 1,333
Change+55 (+4%)
Value$223.6K (+$5.7K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
DECREASED
Shares1,382 from 1,383
Change-1 (0%)
Value$222.6K (-$3.5K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,361 from 1,458
Change-97 (-7%)
Value$219.2K (-$19.1K)
Filed 2026-10-22
Capital Management Associates, Inc
DECREASED
Shares1,359 from 1,606
Change-247 (-15%)
Value$218.9K (-$43.6K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares1,355 from 29,774
Change-28,419 (-95%)
Value$218.3K (-$4.6M)
Filed 2026-11-04
Facet Wealth, Inc.
NEW
Shares1,322
Change+1,322
Value$213.0K
Filed 2026-11-04
Keystone Wealth Services, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$212.7K (-$1.2K)
Filed 2026-11-03
Heck Capital Advisors, LLC
NEW
Shares1,305
Change+1,305
Value$210.2K
Filed 2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$209.4K (-$3.1K)
Filed 2026-10-27
Lake Hills Wealth Management, LLC
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$208.9K (-$3.1K)
Filed 2026-10-07
Plus Group Wealth Advisors LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$206.2K (-$3.0K)
Filed 2026-10-19
Prospera Capital Management, LLC
INCREASED
Shares1,267 from 1,263
Change+4 (+0%)
Value$204.2K (-$3.3K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares1,265 from 822
Change+443 (+54%)
Value$203.8K (+$69.4K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares1,263 from 1,260
Change+3 (+0%)
Value$203.4K (-$2.6K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$203.1K (-$3.0K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares1,110
Change+1,110
Value$179.1K
Filed 2026-11-04
Farmers & Merchants Investments Inc
DECREASED
Shares1,036 from 1,066
Change-30 (-3%)
Value$166.9K (-$7.3K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares941
Change+941
Value$151.6K
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$149.5K (-$2.2K)
Filed 2026-10-29
Evolution Wealth Management Inc.
DECREASED
Shares883 from 1,133
Change-250 (-22%)
Value$142.2K (-$42.9K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$138.5K (-$2.0K)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$136.6K (-$2.0K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares714 from 882
Change-168 (-19%)
Value$115.0K (-$29.1K)
Filed 2026-11-06
First Command Advisory Services, Inc.
DECREASED
Shares688 from 706
Change-18 (-3%)
Value$110.8K (-$4.6K)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares679
Change+679
Value$109.4K
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$107.5K (-$1.6K)
Filed 2026-10-13
Alpine Bank Wealth Management
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$96.7K (-$1.4K)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$92.0K (-$1.3K)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$88.1K (-$1.2K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$83.8K (-$1.2K)
Filed 2026-10-13
Register Financial Advisors LLC
INCREASED
Shares497 from 38
Change+459 (+1208%)
Value$80.1K (+$73.9K)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$78.1K (-$1.1K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares442 from 441
Change+1 (+0%)
Value$71.2K (-$942)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares439 from 448
Change-9 (-2%)
Value$70.7K (-$2.5K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED
Shares410 from 375
Change+35 (+9%)
Value$66.0K (+$4.8K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
INCREASED
Shares408 from 406
Change+2 (+0%)
Value$65.7K (-$665)
Filed 2026-10-23
Tower View Wealth Management LLC
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$64.7K (-$656)
Filed 2026-10-23
City State Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$64.4K (-$944)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares390 from 800
Change-410 (-51%)
Value$62.9K (-$67.8K)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$57.2K (-$838)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares331 from 318
Change+13 (+4%)
Value$53.3K (+$1.3K)
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$45.3K (-$663)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$44.3K (-$649)
Filed 2026-11-02
Clearstead Trust, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$40.8K (-$597)
Filed 2026-11-06
Bare Financial Services, Inc
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$40.6K (-$594)
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$37.5K (-$550)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$36.9K (-$540)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares221
Change+221
Value$35.6K
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$33.8K (-$496)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares206
Change+206
Value$33.2K
Filed 2026-10-21
Downshift Financial, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$32.5K (-$475)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares190 from 186
Change+4 (+2%)
Value$30.7K (+$339)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares180
Change+180
Value$29.0K
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$28.5K (-$418)
Filed 2026-10-15
Fairway Wealth LLC
NEW
Shares176
Change+176
Value$28.4K
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$26.9K (-$394)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$24.5K (-$358)
Filed 2026-10-26
GoalVest Advisory LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$23.5K (-$345)
Filed 2026-10-02
Costello Asset Management, Inc
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$22.9K (-$231)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$18.8K (-$231)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$18.3K (-$133)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$15.6K (-$229)
Filed 2026-10-16
Mainstream Capital Management LLC
NEW
Shares90
Change+90
Value$14.5K
Filed 2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.0K (-$205)
Filed 2026-10-09
Tsfg, LLC
DECREASED
Shares80 from 100
Change-20 (-20%)
Value$13 (-$3)
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.9K (-$189)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares74 from 2
Change+72 (+3600%)
Value$11.9K (+$11.6K)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$11.3K (-$166)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares69 from 68
Change+1 (+1%)
Value$11.1K (-$112)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.8K (-$158)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.8K (-$158)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares61
Change+61
Value$9.8K
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares57 from 328
Change-271 (-83%)
Value$9.2K (-$44.4K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares54 from 49
Change+5 (+10%)
Value$8.7K (+$690)
Filed 2026-10-06
Jacobi Capital Management LLC
NEW
Shares50
Change+50
Value$8.1K
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
NEW
Shares36
Change+36
Value$5.8K
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$5.8K (-$85)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.6K (-$83)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$5.0K (-$73)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.7K (-$68)
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.6K (-$36)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares20
Change+20
Value$3.2K
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.7K (-$40)
Filed 2026-10-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.7K (-$40)
Filed 2026-10-20
Proathlete Wealth Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.8K (-$18)
Filed 2026-10-15
Citigroup Inc
NEW
Shares1
Change+1
Value$161
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$161 (-$2)
Filed 2026-10-21
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 12,446
Change-12,446 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$445.3K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 2,543
Change-2,543 (-100%)
Value$0 (-$415.7K)
Filed 2026-11-06
Mission Wealth Management, LP
CLOSED
Shares0 from 2,141
Change-2,141 (-100%)
Value$0 (-$350.0K)
Filed 2026-10-15
Wedbush Securities Inc
CLOSED
Shares0 from 1,859
Change-1,859 (-100%)
Value$0 (-$304.0K)
Filed 2026-10-22
Morton Capital Management LLC
CLOSED
Shares0 from 1,430
Change-1,430 (-100%)
Value$0 (-$233.7K)
Filed 2026-10-23
Univest Financial Corp
CLOSED
Shares0 from 1,404
Change-1,404 (-100%)
Value$0 (-$229.5K)
Filed 2026-11-05
Equity Wealth Partners, LLC
CLOSED
Shares0 from 1,252
Change-1,252 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-26
Wellington Grp LLC
CLOSED
Shares0 from 442
Change-442 (-100%)
Value$0 (-$64.1K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$41.4K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$40.0K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 4,675,795
Change-4,675,795 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,220,989
Change-3,220,989 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,461,240
Change-2,461,240 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,790,527
Change-1,790,527 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,237,905
Change-1,237,905 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 993,873
Change-993,873 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 877,045
Change-877,045 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 789,084
Change-789,084 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 753,203
Change-753,203 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 720,076
Change-720,076 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 683,600
Change-683,600 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 531,727
Change-531,727 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 486,183
Change-486,183 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 442,676
Change-442,676 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 387,221
Change-387,221 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 386,443
Change-386,443 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 383,716
Change-383,716 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 369,442
Change-369,442 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 349,628
Change-349,628 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 343,974
Change-343,974 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 314,324
Change-314,324 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 285,839
Change-285,839 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 219,087
Change-219,087 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 216,700
Change-216,700 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 208,483
Change-208,483 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 182,380
Change-182,380 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 181,191
Change-181,191 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 179,184
Change-179,184 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 158,930
Change-158,930 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 154,080
Change-154,080 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 146,457
Change-146,457 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 145,484
Change-145,484 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 143,280
Change-143,280 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 141,613
Change-141,613 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 141,114
Change-141,114 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 125,856
Change-125,856 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 120,323
Change-120,323 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 116,563
Change-116,563 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 110,373
Change-110,373 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 106,191
Change-106,191 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 104,998
Change-104,998 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 99,930
Change-99,930 (-100%)
Value—
Stephens Inc
N/A
Shares— from 90,700
Change-90,700 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 89,888
Change-89,888 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 89,104
Change-89,104 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 86,771
Change-86,771 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 79,304
Change-79,304 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 76,615
Change-76,615 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 76,465
Change-76,465 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 73,556
Change-73,556 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 69,987
Change-69,987 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 65,255
Change-65,255 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,975
Change-60,975 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 59,778
Change-59,778 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 58,928
Change-58,928 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 42,136
Change-42,136 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 41,638
Change-41,638 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 40,457
Change-40,457 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 39,538
Change-39,538 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 39,246
Change-39,246 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 37,580
Change-37,580 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 36,166
Change-36,166 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 36,079
Change-36,079 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 34,909
Change-34,909 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 34,278
Change-34,278 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 32,657
Change-32,657 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 31,701
Change-31,701 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 31,524
Change-31,524 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 31,192
Change-31,192 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,287
Change-30,287 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,068
Change-28,068 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 27,958
Change-27,958 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 27,849
Change-27,849 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 27,180
Change-27,180 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 27,171
Change-27,171 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 26,568
Change-26,568 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 25,462
Change-25,462 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 25,348
Change-25,348 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 25,185
Change-25,185 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,954
Change-24,954 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 24,556
Change-24,556 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,258
Change-24,258 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 24,217
Change-24,217 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 24,089
Change-24,089 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 24,003
Change-24,003 (-100%)
Value—
&partners
N/A
Shares— from 23,698
Change-23,698 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,191
Change-23,191 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 23,190
Change-23,190 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 23,162
Change-23,162 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,143
Change-23,143 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,527
Change-21,527 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,091
Change-21,091 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 20,180
Change-20,180 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,710
Change-19,710 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,660
Change-19,660 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 18,881
Change-18,881 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 18,807
Change-18,807 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 18,630
Change-18,630 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,416
Change-18,416 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,523
Change-17,523 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 16,793
Change-16,793 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 16,405
Change-16,405 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,375
Change-16,375 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,189
Change-16,189 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 15,567
Change-15,567 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 15,354
Change-15,354 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,391
Change-14,391 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,935
Change-13,935 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,932
Change-13,932 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 13,772
Change-13,772 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,315
Change-12,315 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 11,282
Change-11,282 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 10,895
Change-10,895 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,598
Change-10,598 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,781
Change-9,781 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,773
Change-9,773 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,176
Change-9,176 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 8,113
Change-8,113 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,436
Change-7,436 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,051
Change-6,051 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 800
Change-800 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 480
Change-480 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 277
Change-277 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 271
Change-271 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 233
Change-233 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 159
Change-159 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 157
Change-157 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Allianz SE
N/A
Shares— from 87
Change-87 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 72
Change-72 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 66
Change-66 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 59
Change-59 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 55
Change-55 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Assetmark, Inc
DECREASED15,718,87415,842,689-123,815-1%$2.6B$2.5B-$57.3M2026-10-21
Merit Financial Group, LLC
INCREASED1,771,8951,652,554+119,341+7%$270.1M$285.4M+$15.3M2026-11-06
LPL Financial LLC
INCREASED1,258,0431,158,233+99,810+9%$189.3M$202.7M+$13.3M2026-11-06
PNC Financial Services Group, Inc.
DECREASED1,088,4681,105,925-17,457-2%$180.8M$175.3M-$5.4M2026-11-06
Black Diamond Financial, LLC
INCREASED779,389757,229+22,160+3%$123.8M$125.6M+$1.8M2026-10-26
Vantagepoint Investment Advisers LLC
UNCHANGED733,157733,15700%$119.8M$118.1M-$1.7M2026-10-26
Kestra Advisory Services, LLC
INCREASED420,234403,118+17,116+4%$65.9M$67.7M+$1.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED385,841388,720-2,879-1%$63.5M$62.2K-$63.5M2026-11-02
Praetorian Wealth Management, Inc.
INCREASED382,890379,594+3,296+1%$62.0M$61.7M-$364.9K2026-10-16
Bernardo Wealth Planning LLC
INCREASED367,590187,389+180,201+96%$30.6M$59.2M+$28.6M2026-10-23
Petredis Investment Advisors LLC
INCREASED367,187366,159+1,028+0%$59.8M$59.2M-$698.5K2026-10-20
Commonwealth Equity Services, LLC
DECREASED286,772301,213-14,441-5%$49.2M$46.2M-$3.0M2026-11-02
Avior Wealth Management, LLC
INCREASED242,661226,306+16,355+7%$37.0M$39.1M+$2.1M2026-10-13
Braeburn Wealth Management LLC
INCREASED227,511211,636+15,875+8%$34.6M$36.6M+$2.1M2026-10-15
Integrated Capital Management, LLC
DECREASED208,290210,222-1,932-1%$34.4M$33.6M-$807.3K2026-10-23
Titleist Asset Management, LLC
INCREASED193,876191,472+2,404+1%$31.3M$31.2M-$64.6K2026-10-08
Capital Advantage, Inc.
DECREASED193,114197,037-3,923-2%$32.2M$31.1M-$1.1M2026-10-14
Zeit Capital LLC
DECREASED186,944189,915-2,971-2%$31.0M$30.1M-$918.7K2026-10-19
ETF Portfolio Partners, Inc.
DECREASED170,884172,557-1,673-1%$28.2M$27.5M-$676.7K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED166,432154,959+11,473+7%$25.3M$26.8M+$1.5M2026-10-21
Breakwater Capital Group
INCREASED164,589158,867+5,722+4%$26.0M$26.5M+$546.9K2026-10-09
Pachira Investments Inc.
INCREASED154,836132,385+22,451+17%$21.6M$24.9M+$3.3M2026-10-14
Bison Wealth, LLC
INCREASED153,414146,800+6,614+5%$24.1M$25.2M+$1.1M2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED152,86779,496+73,371+92%$13.0M$25.0M+$11.9M2026-10-13
Parallel Advisors, LLC
INCREASED152,6152,484+150,131+6044%$406.0K$24.6M+$24.2M2026-11-03
Retirement Planning Group, LLC
DECREASED146,084149,966-3,882-3%$24.5M$23.5M-$979.2K2026-10-19
US Bancorp \de\
INCREASED145,466111,569+33,897+30%$18.3M$23.4M+$5.2M2026-11-05
Savant Capital, LLC
DECREASED145,173316,144-170,971-54%$48.7M$23.4M-$25.4M2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED132,683129,222+3,461+3%$21.1M$21.4M+$252.5K2026-10-27
Means Investment Co., Inc.
DECREASED125,009133,485-8,476-6%$21.8M$20.1M-$1.7M2026-11-03
rebel Financial LLC
NEW116,067—+116,067——$18.7M—2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED108,851113,093-4,242-4%$18.5M$17.5M-$950.3K2026-11-03
ARQ Wealth Advisors, LLC
DECREASED102,520102,562-420%$16.7M$16.5M-$202.7K2026-10-29
Crumly & Associates Inc.
INCREASED101,54976,747+24,802+32%$12.5M$16.4M+$3.8M2026-10-07
Creative Planning
DECREASED101,199102,217-1,018-1%$16.7M$16.3M-$405.2K2026-11-02
PFG Private Wealth Management, LLC
INCREASED100,27565,983+34,292+52%$10.8M$16.2M+$5.4M2026-10-15
HB Wealth Management, LLC
INCREASED98,30398,280+23+0%$16.1M$15.8M-$228.3K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED89,93548,084+41,851+87%$7.9M$14.5M+$6.6M2026-11-06
Annex Advisory Services, LLC
DECREASED88,951109,313-20,362-19%$17.9M$14.3M-$3.5M2026-10-16
Avid Wealth Partners LLC
INCREASED82,53181,651+880+1%$13.3M$13.3M-$51.0K2026-11-03
Allstreet Capital Advisors LLC
DECREASED81,48682,962-1,476-2%$13.6M$13.1M-$433.7K2026-11-04
James J. Burns & Company, LLC
DECREASED77,91979,306-1,387-2%$13.0M$12.6M-$410.3K2026-10-22
Quadcap Wealth Management, LLC
INCREASED72,54272,209+333+0%$11.8M$11.7M-$116.7K2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED71,55839,799+31,759+80%$6.5M$11.5M+$5.0M2026-10-19
Modera Wealth Management, LLC
DECREASED70,77272,071-1,299-2%$11.8M$11.4M-$379.5K2026-10-28
Capital Planning LLC
DECREASED69,72770,530-803-1%$11.5M$11.2M-$295.8K2026-10-09
D.A. Davidson & Co.
DECREASED69,13871,941-2,803-4%$11.8M$11.1M-$621.2K2026-10-28
Mayfair Advisory Group, LLC
INCREASED66,82065,270+1,550+2%$10.7M$10.8M+$46.1K2026-10-20
Fingerlakes Wealth Management, Inc.
INCREASED64,50260,926+3,576+6%$10.0M$10.4M+$432.2K2026-11-04
Pacific Center for Financial Services
NEW62,536—+62,536——$10.1M—2026-10-15
Gladwyn Financial Advisors, Inc.
DECREASED59,50860,975-1,467-2%$10.0M$9.6M-$380.3K2026-10-05
Compass Planning Associates Inc
INCREASED56,95455,575+1,379+2%$9.1M$9.2M+$91.1K2026-10-13
Encompass Wealth Advisors, LLC
INCREASED56,48228,231+28,251+100%$4.6M$9.1M+$4.5M2026-10-15
Colorado Capital Management, Inc.
INCREASED56,45854,393+2,065+4%$8.9K$9.1K+$2042026-10-15
Daymark Wealth Partners, LLC
INCREASED56,39351,314+5,079+10%$8.4M$9.1M+$697.1K2026-11-04
Fiduciary Alliance LLC
DECREASED50,04050,096-560%$8.2M$8.1M-$127.2K2026-10-13
Davenport & Co LLC
INCREASED46,61619,715+26,901+136%$3.2M$7.5M+$4.3M2026-10-14
Fifth Third Bancorp
DECREASED44,50948,597-4,088-8%$7.9M$7.2M-$773.2K2026-11-05
Capstone Wealth Management Group, LLC
DECREASED44,02957,120-13,091-23%$9.3M$6.1M-$3.3M2026-11-05
Waystone Advisors LLC
DECREASED42,69542,784-890%$7.0M$7.0M-$14.5K2026-10-16
Partners Wealth Management, LLC
NEW41,856—+41,856——$6.7M—2026-10-28
TFB Advisors LLC
DECREASED41,62342,166-543-1%$6.9M$6.7M-$187.0K2026-11-02
Atria Investments, Inc
DECREASED40,47540,732-257-1%$6.7M$6.5M-$137.5K2026-10-15
Milestone Asset Management Group, LLC
INCREASED38,85634,132+4,724+14%$5.6M$6.3M+$680.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED38,17935,591+2,588+7%$5.9M$6.3M+$451.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED38,17935,591+2,588+7%$5.9M$6.3M+$451.9K2026-10-20
Royal Fund Management, LLC
INCREASED37,31035,093+2,217+6%$5.7M$6.0M+$274.2K2026-10-22
Phillips Financial Management, LLC
UNCHANGED35,61635,61600%$5.8M$5.7M-$84.1K2026-10-19
Center For Asset Management LLC
DECREASED35,45537,808-2,353-6%$6.2M$5.7M-$467.9K2026-10-16
Towerpoint Wealth, LLC
NEW33,208—+33,208——$5.3M—2026-10-13
Principle Wealth Partners LLC
UNCHANGED32,92032,92000%$5.4M$5.3M-$77.7K2026-11-02
HUB Investment Partners, LLC
INCREASED32,07432,004+70+0%$5.2M$5.2M-$64.2K2026-11-03
WPG Advisers, LLC
INCREASED30,88330,545+338+1%$5.0M$5.0M-$17.6K2026-10-27
Richard P Slaughter Associates Inc
INCREASED29,75528,853+902+3%$4.7M$4.8M+$77.2K2026-10-13
Creative Financial Designs Inc
INCREASED29,69429,650+44+0%$4.8M$4.8M-$63.0K2026-11-04
Trademark Financial Management, LLC
DECREASED28,63629,369-733-2%$4.8M$4.6M-$187.4K2026-10-23
MGO One Seven LLC
DECREASED28,61229,745-1,133-4%$4.9M$4.6M-$252.6K2026-10-28
Boyd Wealth Management, LLC
DECREASED28,07128,517-446-2%$4.7M$4.5M-$139.1K2026-10-20
Cresta Advisors, Ltd.
INCREASED26,82522,438+4,387+20%$3.7M$4.3M+$653.7K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED26,42326,737-314-1%$4.4M$4.3M-$113.9K2026-11-04
Stirlingshire Investments, Inc.
INCREASED26,13823,452+2,686+11%$3.8M$4.2M+$377.3K2026-11-05
Pinnacle Bancorp, Inc.
DECREASED25,87026,770-900-3%$4.4M$4.2M-$208.2K2026-10-21
Silverlake Wealth Management LLC
DECREASED24,90325,507-604-2%$4.2M$4.0M-$157.5K2026-10-21
Lido Advisors, LLC
DECREASED24,20624,279-730%$4.0M$3.9M-$69.1K2026-11-04
Olistico Wealth, LLC
INCREASED23,81321,665+2,148+10%$3.5M$3.8M+$294.9K2026-10-05
Independent Financial Group, LLC
INCREASED23,45522,395+1,060+5%$3.7M$3.8M+$117.9K2026-10-13
Perryman Financial Advisory Inc
INCREASED23,12922,133+996+5%$3.6M$3.7M+$108.2K2026-10-16
Glass Jacobson Investment Advisors llc
DECREASED23,01523,404-389-2%$3.8M$3.7M-$118.0K2026-10-26
Allworth Financial LP
INCREASED22,62517,424+5,201+30%$2.8M$3.7M+$850.0K2026-11-06
Ifrah Financial Services, Inc.
DECREASED21,35121,687-336-2%$3.5M$3.4M-$105.3K2026-10-13
Breakwater Investment Management
DECREASED20,33924,599-4,260-17%$4.0M$3.3M-$744.3K2026-10-20
Truist Financial Corp
DECREASED19,97121,762-1,791-8%$3.6M$3.2M-$339.8K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED19,84729,019-9,172-32%$4.7M$3.2M-$1.5M2026-10-16
Choreo, LLC
INCREASED18,64018,606+34+0%$3.0M$3.0M-$38.5K2026-10-28
Mather Group, Llc.
DECREASED18,48421,493-3,009-14%$3.5M$3.0M-$535.5K2026-10-14
Grantvest Financial Group LLC
DECREASED18,09418,316-222-1%$3.0M$2.9M-$78.9K2026-10-21
PFG Advisors
INCREASED16,70316,450+253+2%$2.7M$2.7M+$2.0K2026-10-16
Ascent Group, LLC
DECREASED16,60118,226-1,625-9%$3.0M$2.7M-$304.6K2026-10-30
Wealthcare Capital Partners, LLC
DECREASED16,42016,915-495-3%$2.8M$2.6M-$119.7K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED16,39515,650+745+5%$2.6M$2.6M+$83.1K2026-11-05
Stonebridge Financial Planning Group, LLC
DECREASED16,02716,422-395-2%$2.7M$2.6M-$102.5K2026-11-06
WT Wealth Management
INCREASED15,99915,238+761+5%$2.5M$2.6M+$86.6K2026-10-13
SAX Wealth Advisors, LLC
DECREASED15,80616,558-752-5%$2.4M$2.5M+$146.1K2026-10-13
Simon Quick Advisors, LLC
INCREASED15,48515,479+6+0%$2.5M$2.5M-$35.5K2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW14,961—+14,961——$2.4M—2026-10-27
Revisor Wealth Management LLC
INCREASED14,61514,097+518+4%$2.3M$2.4M+$112.5K2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED14,43414,43400%$2.4M$2.3M-$34.1K2026-11-03
Finward Bancorp
INCREASED14,18513,555+630+5%$2.2M$2.3M+$69.5K2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED13,96114,341-380-3%$2.0M$2.2K-$2.0M2026-11-04
Farther Finance Advisors, LLC
INCREASED13,64512,878+767+6%$2.1M$2.2M+$93.1K2026-10-08
Merited Wealth, LLC
DECREASED12,64712,823-176-1%$2.1M$2.0M-$58.5K2026-10-13
CoreCap Advisors, LLC
INCREASED12,53811,373+1,165+10%$1.9M$2.0M+$160.9K2026-10-08
GreatBanc Trust Co
INCREASED11,2536,763+4,490+66%$1.1M$1.8M+$707.3K2026-11-04
Matthew Goff Investment Advisor, LLC
NEW11,004—+11,004——$1.8M—2026-10-13
Freestate Advisors LLC
NEW10,440—+10,440——$1.7M—2026-10-09
CFC Planning Co LLC
INCREASED10,36910,024+345+3%$1.6M$1.7M+$32.1K2026-10-28
Sowell Financial Services LLC
DECREASED10,34810,686-338-3%$1.7M$1.7M-$79.6K2026-10-23
Procyon Advisors, LLC
DECREASED10,31311,169-856-8%$1.8M$1.7M-$164.2K2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED9,92211,013-1,091-10%$1.8M$1.6M-$201.7K2026-10-13
Harpswell Capital Advisors, LLC
DECREASED9,88111,681-1,800-15%$1.9M$1.6M-$317.5K2026-10-09
Sigma Planning Corp
DECREASED9,6719,687-160%$1.6M$1.6M-$25.3K2026-10-23
Worth Asset Management, LLC
DECREASED9,57516,316-6,741-41%$2.7M$1.5M-$1.1M2026-10-07
Regions Financial Corp
DECREASED9,5219,736-215-2%$1.6M$1.5M-$57.6K2026-11-05
Keeler Thomas Management LLC
DECREASED9,34910,330-981-9%$1.7M$1.5M-$182.4K2026-10-29
High Net Worth Advisory Group LLC
INCREASED8,9138,813+100+1%$1.4M$1.4M-$4.7K2026-10-26
Gateway Investment Advisers LLC
NEW8,787—+8,787——$1.4M—2026-10-13
Salem Investment Counselors Inc
DECREASED8,0958,592-497-6%$1.4M$1.3M-$100.3K2026-10-13
Blackston Financial Advisory Group, LLC
DECREASED8,0228,395-373-4%$1.4M$1.3M-$79.9K2026-11-04
Level Four Advisory Services, LLC
INCREASED7,9667,714+252+3%$1.3M$1.3M+$22.4K2026-11-06
SBK Financial, Inc.
UNCHANGED7,9557,95500%$1.3M$1.3M-$18.8K2026-11-02
Focused Alpha, LLC
INCREASED7,9376,335+1,602+25%$1.0M$1.3M+$243.0K2026-10-20
Americana Partners, LLC
UNCHANGED7,5947,59400%$1.2M$1.2M-$17.9K2026-10-28
Visionary Wealth Advisors
INCREASED7,5497,529+20+0%$1.2M$1.2M-$14.6K2026-11-04
Brookstone Capital Management
DECREASED7,3827,389-70%$1.2M$1.2M-$18.6K2026-10-22
Private Wealth Group, LLC
UNCHANGED7,3547,35400%$1.2M$1.2M-$17.4K2026-10-19
Moneco Advisors, LLC
DECREASED7,3317,529-198-3%$1.2M$1.2M-$49.7K2026-11-05
Koshinski Asset Management, Inc.
INCREASED7,2567,247+9+0%$1.2M$1.2M-$15.6K2026-10-29
Rasp Wealth Solutions, LLC
INCREASED7,1467,129+17+0%$1.2M$1.2M-$14.0K2026-11-06
Crane Advisory, LLC
UNCHANGED7,1267,12600%$1.2M$1.2M-$5.4K2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED7,0567,05600%$1.2M$1.1M-$16.7K2026-10-21
Richardson Financial Services Inc.
DECREASED6,9757,115-140-2%$1.2M$1.1M-$39.3K2026-10-30
Vise Technologies, Inc.
INCREASED6,9631,898+5,065+267%$310.2K$1.1M+$811.4K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED6,8426,666+176+3%$1.1M$1.1M+$12.6K2026-10-23
Meridian Wealth Management, LLC
INCREASED6,8206,811+9+0%$1.1M$1.1M-$14.6K2026-11-05
Old National Bancorp
UNCHANGED6,7866,78600%$1.1M$1.1M-$16.0K2026-10-20
Hudock, Inc.
DECREASED6,7586,777-190%$1.1M$1.1M-$19.1K2026-10-14
StoneX Group Inc.
INCREASED6,7196,500+219+3%$1.1M$1.1M+$19.9K2026-11-03
Arcadia Investment Advisors LLC
DECREASED6,4976,957-460-7%$1.1M$1.0M-$90.5K2026-10-13
Wealthcare Capital Management LLC
INCREASED6,4456,401+44+1%$1.0M$1.0M-$8.0K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED6,3752,680+3,695+138%$438.1K$1.0M+$588.8K2026-10-16
Cassaday & Co Wealth Management LLC
UNCHANGED6,1866,18600%$1.0M$996.5K-$14.6K2026-10-27
Focus Financial Network, Inc.
DECREASED6,09414,587-8,493-58%$2.4M$981.7K-$1.4M2026-10-14
Sentinel Pension Advisors, LLC
INCREASED6,0615,783+278+5%$935.9K$976.4K+$40.5K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED5,9855,902+83+1%$964.7K$964.1K-$5582026-10-16
Csenge Advisory Group
INCREASED5,9713,757+2,214+59%$614.2K$961.9K+$347.7K2026-11-04
IFP Advisors, Inc
INCREASED5,8475,717+130+2%$934.4K$941.9K+$7.4K2026-10-16
Miramontes Capital, LLC
DECREASED5,6705,828-158-3%$952.6K$913.4K-$39.2K2026-10-19
Investment Research & Advisory Group, Inc.
INCREASED5,6053,805+1,800+47%$622.0K$902.9K+$281.0K2026-10-19
Vicus Capital
INCREASED5,5215,497+24+0%$898.5K$889.4K-$9.1K2026-11-05
Creekside Partners
UNCHANGED5,4165,41600%$885.2K$872.4K-$12.8K2026-11-04
New England Private Wealth Advisors LLC
INCREASED5,3765,352+24+0%$878.8K$866.0K-$12.9K2026-10-19
MidAtlantic Capital Management, Inc.
UNCHANGED5,3365,33600%$872.2K$859.6K-$12.6K2026-11-05
Fifth Third Securities, Inc.
NEW5,310—+5,310——$855.4K—2026-10-21
Bright Futures Wealth Management, Llc.
INCREASED5,3075,120+187+4%$836.8K$855.0K+$18.1K2026-10-23
Venture Visionary Partners LLC
INCREASED5,2335,083+150+3%$830.8K$843.1K+$12.3K2026-10-07
Mainsail Asset Management, LLC
UNCHANGED5,2155,21500%$843.9K$848.1K+$4.2K2026-10-14
Russell Investments Group, Ltd.
INCREASED5,2124,539+673+15%$741.9K$839.6K+$97.7K2026-11-06
Landaas & Co
UNCHANGED5,1865,18600%$847.7K$835.4K-$12.2K2026-10-29
VestGen Advisors, LLC
INCREASED5,1484,656+492+11%$761.0K$829.3K+$68.3K2026-10-27
Rossmore Private Capital
DECREASED5,1205,160-40-1%$843.4K$824.8K-$18.6K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED5,0544,691+363+8%$766.8K$814.3K+$47.5K2026-10-27
Colton Groome Financial Advisors, LLC
DECREASED4,9975,232-235-4%$855.2K$805.0K-$50.2K2026-10-06
Wagner Wealth Management, LLC
UNCHANGED4,8944,89400%$799.9K$788.4K-$11.6K2026-10-21
Collaborative Wealth Managment Inc.
INCREASED4,8764,807+69+1%$785.8K$785.5K-$2312026-11-06
Brighton Jones LLC
DECREASED4,8704,899-29-1%$800.8K$784.5K-$16.3K2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED4,8554,507+348+8%$736.8K$782.1K+$45.3K2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED4,8455,174-329-6%$845.7K$780.5K-$65.2K2026-11-02
Accurate Wealth Management, LLC
DECREASED4,8265,184-358-7%$848.1K$789.0K-$59.1K2026-10-20
International Assets Investment Management, LLC
INCREASED4,7914,614+177+4%$750.4K$772.9K+$22.5K2026-11-02
Fisher Asset Management, LLC
NEW4,731—+4,731——$762.2K—2026-11-06
Pinion Investment Advisors, LLC
INCREASED4,6294,599+30+1%$751.7K$745.7K-$6.0K2026-11-04
Rossby Financial, LCC
INCREASED4,6232,627+1,996+76%$429.4K$744.7K+$315.3K2026-11-05
Optivise Advisory Services LLC
INCREASED4,4864,432+54+1%$724.3K$722.7K-$1.7K2026-10-19
AlphaCore Capital LLC
INCREASED4,4704,450+20+0%$727.4K$720.1K-$7.3K2026-11-04
Capital Investment Advisory Services, LLC
INCREASED4,4674,250+217+5%$694.7K$727.6K+$32.9K2026-10-30
Independent Wealth Advisors LLC
INCREASED4,3724,371+1+0%$714.4K$704.3K-$10.0K2026-10-27
Gallacher Capital Management LLC
DECREASED4,0774,429-352-8%$723.9K$656.8K-$67.2K2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED4,0744,07400%$665.9K$656.3K-$9.6K2026-10-15
Bell Bank
INCREASED4,0503,824+226+6%$625.0K$652.4K+$27.4K2026-10-21
Noble Wealth Management PBC
DECREASED3,9324,005-73-2%$654.6K$633.4K-$21.2K2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,9307,458-3,528-47%$1.2M$633.1K-$585.9K2026-10-14
Entrust Financial LLC
DECREASED3,9083,937-29-1%$643.5K$629.5K-$13.9K2026-11-04
Martel Wealth Advisors LLC
INCREASED3,8843,867+17+0%$632.0K$625.7K-$6.3K2026-10-14
Bank of New York Mellon Corp
DECREASED3,8243,854-30-1%$630.0K$616.0K-$14.0K2026-11-05
Triad Wealth Partners, LLC
INCREASED3,7643,552+212+6%$582.1K$606.3K+$24.2K2026-10-26
Eagle Wealth Advisors LLC
UNCHANGED3,6413,64100%$595.1K$586.5K-$8.6K2026-10-20
Waters Parkerson & Co., LLC
INCREASED3,6183,602+16+0%$588.8K$582.8K-$5.9K2026-11-04
Prospera Financial Services Inc
NEW3,600—+3,600——$608.7K—2026-11-04
Todd Wealth Management, LLC
DECREASED3,5733,590-170%$586.8K$575.6K-$11.2K2026-10-19
OxenFree Capital LLC
DECREASED3,5513,564-130%$584.9K$577.4K-$7.4K2026-10-07
Pillar Financial Advisors, LLC
UNCHANGED3,5103,51000%$573.7K$565.4K-$8.3K2026-10-21
Bay Capital Advisors, LLC
UNCHANGED3,5003,50000%$572.1K$563.8K-$8.3K2026-10-16
Park Avenue Securities LLC
INCREASED3,3972,714+683+25%$444.0K$547-$443.5K2026-10-26
LWM Advisors Inc
INCREASED3,3193,180+139+4%$519.8K$534.7K+$14.9K2026-10-08
Fusion Family Wealth, LLC
UNCHANGED3,2903,29000%$537.8K$530.0K-$7.8K2026-11-02
Balefire, LLC
DECREASED3,2693,372-103-3%$551.1K$526.6K-$24.5K2026-10-09
Interchange Capital Partners, LLC
UNCHANGED3,2153,21500%$525.5K$517.9K-$7.6K2026-10-28
Nemes Rush Group LLC
INCREASED3,1833,130+53+2%$511.6K$512.7K+$1.2K2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED2,9882,377+611+26%$388.5K$481.3K+$92.8K2026-10-30
Primoris Wealth Advisors, LLC
INCREASED2,9632,346+617+26%$383.5K$461.2K+$77.7K2026-10-28
Solutions 4 Wealth, Ltd
UNCHANGED2,8592,85900%$467.3K$460.5K-$6.7K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED2,7821,227+1,555+127%$200.6K$448.2K+$247.6K2026-10-29
Earned Wealth Advisors, LLC
INCREASED2,7532,741+12+0%$448.0K$443.5K-$4.5K2026-11-06
Ritholtz Wealth Management
UNCHANGED2,7482,74800%$449.2K$442.7K-$6.5K2026-11-05
Simplicity Wealth,LLC
DECREASED2,7356,075-3,340-55%$993.0K$440.6K-$552.4K2026-10-23
Clearstead Advisors, LLC
NEW2,702—+2,702——$435.3K—2026-11-06
Welch Group, LLC
UNCHANGED2,6162,61600%$427.6K$421.4K-$6.2K2026-10-29
Valmark Advisers, Inc.
UNCHANGED2,5462,54600%$416.1K$410.1K-$6.0K2026-11-06
Spire Wealth Management
UNCHANGED2,5442,54400%$415.9K$409.9K-$6.0K2026-10-30
First Citizens Bank & Trust Co
NEW2,530—+2,530——$407.6K—2026-10-14
Apeiron RIA LLC
UNCHANGED2,4982,49800%$408.3K$403.0K-$5.3K2026-10-08
AA Financial Advisors, LLC
UNCHANGED2,4422,44200%$399.1K$393.4K-$5.8K2026-10-19
Westco Advisory Services Inc
INCREASED2,4242,283+141+6%$373.2K$390.5K+$17.3K2026-10-14
RFG Advisory, LLC
DECREASED2,4134,061-1,648-41%$663.8K$388.7K-$275.1K2026-11-03
Private Trust Co NA
INCREASED2,3942,325+69+3%$380.0K$385.6K+$5.6K2026-10-20
Ethic Inc.
INCREASED2,3841,376+1,008+73%$224.9K$384.0K+$159.1K2026-11-03
Sterling Investment Counsel, LLC
DECREASED2,3592,458-99-4%$401.8K$380.0K-$21.7K2026-10-19
Citizens Financial Group Inc
NEW2,350—+2,350——$378.5K—2026-10-23
Global Trust Asset Management, LLC
UNCHANGED2,2902,29000%$374.3K$368.9K-$5.4K2026-10-19
Verdence Capital Advisors LLC
INCREASED2,1692,111+58+3%$345.0K$349.4K+$4.4K2026-10-26
Endeavor Private Wealth, Inc.
DECREASED2,1612,561-400-16%$418.6K$348.1K-$70.5K2026-11-05
Retireful, LLC
INCREASED2,1551,990+165+8%$325.3K$347.1K+$21.9K2026-10-09
Lazari Capital Management, Inc.
UNCHANGED2,1022,10200%$343.6K$338.6K-$5.0K2026-10-20
Pacific Capital Wealth Advisors, Inc.
UNCHANGED2,0992,09900%$343.1K$338.1K-$5.0K2026-10-22
Lockerman Financial Group, Inc.
INCREASED2,0822,073+9+0%$338.8K$335.3K-$3.5K2026-10-19
BCO Wealth Management LLC
DECREASED2,0813,242-1,161-36%$529.9K$335.2K-$194.7K2026-10-14
United Advisor Group, LLC
INCREASED2,0171,263+754+60%$206.4K$324.9K+$118.5K2026-11-03
Stonebridge Financial Group, LLC
UNCHANGED2,0152,01500%$329.4K$324.6K-$4.8K2026-10-01
RVW Wealth, LLC
UNCHANGED2,0002,00000%$326.9K$322.2K-$4.7K2026-10-06
Tritonpoint Wealth, LLC
UNCHANGED2,0002,00000%$326.9K$322.2K-$4.7K2026-10-19
TritonPoint Partners, LLC
UNCHANGED2,0002,00000%$326.9K$322.2K-$4.7K2026-11-05
Brown Wealth Management, LLC
INCREASED1,9961,989+7+0%$325.1K$321.6K-$3.5K2026-10-20
Strategic Blueprint, LLC
UNCHANGED1,9781,97800%$323.3K$318.6K-$4.7K2026-10-22
Investment Insight Wealth Management, LLC
INCREASED1,9521,503+449+30%$245.7K$314.4K+$68.8K2026-10-30
McClarren Financial Advisors, Inc.
DECREASED1,9332,107-174-8%$344.4K$311.4K-$32.9K2026-10-15
Darrow Company, Inc.
INCREASED1,8541,851+3+0%$303.0K$301.4K-$1.6K2026-10-22
AMG National Trust Bank
DECREASED1,8252,100-275-13%$343.2K$294.0K-$49.3K2026-11-05
John W. Brooker & Co., CPAs
NEW1,776—+1,776——$286.1K—2026-10-21
Sageworth Trust Co
UNCHANGED1,7541,75400%$286.7K$282.6K-$4.1K2026-10-30
Kingsman Wealth Management, Inc.
INCREASED1,7481,740+8+0%$284.5K$281.6K-$2.9K2026-10-13
Certified Advisory Corp
DECREASED1,7211,950-229-12%$318.7K$277.2K-$41.5K2026-10-29
Rodgers & Associates, LTD
UNCHANGED1,7151,71500%$280.3K$276.3K-$4.0K2026-10-20
Perigon Wealth Management, LLC
INCREASED1,6721,500+172+11%$245.2K$269.3K+$24.2K2026-10-22
NWF Advisory Services Inc.
DECREASED1,6521,752-100-6%$286.4K$266.1K-$20.2K2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED1,6191,61900%$264.6K$260.8K-$3.8K2026-10-28
SBI Securities Co., Ltd.
INCREASED1,5781,540+38+2%$251.7K$254.2K+$2.5K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED1,5701,57000%$256.6K$252.9K-$3.7K2026-10-23
First Business Financial Services, Inc.
INCREASED1,5361,511+25+2%$247.0K$247.4K+$4612026-10-29
Manchester Financial Inc
DECREASED1,5271,557-30-2%$254.5K$246.0K-$8.5K2026-10-15
Apollon Financial, LLC
UNCHANGED1,5241,52400%$249.1K$245.5K-$3.6K2026-10-23
Addison Advisors LLC
DECREASED1,5201,560-40-3%$255.0K$244.9K-$10.1K2026-11-06
Signal Advisors Wealth, LLC
DECREASED1,4961,901-405-21%$310.6K$241.0K-$69.6K2026-10-13
Jackson Square Capital, LLC
UNCHANGED1,4711,47100%$240.4K$237.0K-$3.5K2026-10-19
Keybank National Association
UNCHANGED1,4501,45000%$237.0K$233.6K-$3.4K2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED1,4481,44800%$236.7K$233.3K-$3.4K2026-10-14
Integrity Alliance, Llc.
NEW1,421—+1,421——$228.9K—2026-10-29
Cornerstone Management, Inc.
DECREASED1,4131,426-13-1%$233.1K$227.6K-$5.5K2026-10-16
Heffernan Advisory, Inc
INCREASED1,4081,402+6+0%$229.1K$226.8K-$2.3K2026-10-13
Institute for Wealth Management, Llc.
INCREASED1,3881,333+55+4%$217.9K$223.6K+$5.7K2026-11-06
Beaumont Financial Advisors, LLC
DECREASED1,3821,383-10%$226.1K$222.6K-$3.5K2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED1,3611,458-97-7%$238.3K$219.2K-$19.1K2026-10-22
Capital Management Associates, Inc
DECREASED1,3591,606-247-15%$262.5K$218.9K-$43.6K2026-10-20
Wesbanco Bank Inc
DECREASED1,35529,774-28,419-95%$4.9M$218.3K-$4.6M2026-11-04
Facet Wealth, Inc.
NEW1,322—+1,322——$213.0K—2026-11-04
Keystone Wealth Services, LLC
UNCHANGED1,3091,30900%$213.9K$212.7K-$1.2K2026-11-03
Heck Capital Advisors, LLC
NEW1,305—+1,305——$210.2K—2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED1,3001,30000%$212.5K$209.4K-$3.1K2026-10-27
Lake Hills Wealth Management, LLC
UNCHANGED1,2971,29700%$212.0K$208.9K-$3.1K2026-10-07
Plus Group Wealth Advisors LLC
UNCHANGED1,2801,28000%$209.2K$206.2K-$3.0K2026-10-19
Prospera Capital Management, LLC
INCREASED1,2671,263+4+0%$207.4K$204.2K-$3.3K2026-10-19
Triumph Capital Management
INCREASED1,265822+443+54%$134.4K$203.8K+$69.4K2026-10-14
Joel Isaacson & Co., LLC
INCREASED1,2631,260+3+0%$206.0K$203.4K-$2.6K2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED1,2611,26100%$206.1K$203.1K-$3.0K2026-10-30
Allspring Global Investments Holdings, LLC
NEW1,110—+1,110——$179.1K—2026-11-04
Farmers & Merchants Investments Inc
DECREASED1,0361,066-30-3%$174.2K$166.9K-$7.3K2026-10-22
Latitude Advisors, LLC
NEW941—+941——$151.6K—2026-10-27
MV Capital Management, Inc.
UNCHANGED92892800%$151.7K$149.5K-$2.2K2026-10-29
Evolution Wealth Management Inc.
DECREASED8831,133-250-22%$185.2K$142.2K-$42.9K2026-10-28
DT Investment Partners, LLC
UNCHANGED86086000%$140.6K$138.5K-$2.0K2026-10-27
Central Trust Co
UNCHANGED84884800%$138.6K$136.6K-$2.0K2026-11-05
UMB Bank, n.a.
DECREASED714882-168-19%$144.2K$115.0K-$29.1K2026-11-06
First Command Advisory Services, Inc.
DECREASED688706-18-3%$115.4K$110.8K-$4.6K2026-11-05
Blue Trust, Inc.
NEW679—+679——$109.4K—2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED66766700%$109.1K$107.5K-$1.6K2026-10-13
Alpine Bank Wealth Management
UNCHANGED60060000%$98.1K$96.7K-$1.4K2026-10-16
Compass Financial Management LLC
UNCHANGED57157100%$93.3K$92.0K-$1.3K2026-10-30
Pflug Koory, LLC
UNCHANGED54754700%$89.3K$88.1K-$1.2K2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED52052000%$85.0K$83.8K-$1.2K2026-10-13
Register Financial Advisors LLC
INCREASED49738+459+1208%$6.2K$80.1K+$73.9K2026-10-23
Mascoma Wealth Management LLC
UNCHANGED48548500%$79.3K$78.1K-$1.1K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED442441+1+0%$72.1K$71.2K-$9422026-11-03
Signaturefd, LLC
DECREASED439448-9-2%$73.2K$70.7K-$2.5K2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED410375+35+9%$61.3K$66.0K+$4.8K2026-10-19
Harbor Asset Planning, Inc.
INCREASED408406+2+0%$66.3K$65.7K-$6652026-10-23
Tower View Wealth Management LLC
INCREASED402400+2+1%$65.4K$64.7K-$6562026-10-23
City State Bank
UNCHANGED40040000%$65.4K$64.4K-$9442026-10-20
Larson Financial Group LLC
DECREASED390800-410-51%$130.7K$62.9K-$67.8K2026-11-05
Angeles Wealth Management, LLC
UNCHANGED35535500%$58.0K$57.2K-$8382026-10-26
Bay Harbor Wealth Management, LLC
INCREASED331318+13+4%$52.0K$53.3K+$1.3K2026-11-03
MTM Investment Management, LLC
UNCHANGED28128100%$45.9K$45.3K-$6632026-10-30
Key FInancial Inc
UNCHANGED27527500%$44.9K$44.3K-$6492026-11-02
Clearstead Trust, LLC
UNCHANGED25325300%$41.4K$40.8K-$5972026-11-06
Bare Financial Services, Inc
UNCHANGED25225200%$41.2K$40.6K-$5942026-11-04
First Horizon Corp
UNCHANGED23323300%$38.1K$37.5K-$5502026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED22922900%$37.4K$36.9K-$5402026-10-16
Balance Wealth Partners LLC
NEW221—+221——$35.6K—2026-10-27
Adirondack Trust Co
UNCHANGED21021000%$34.3K$33.8K-$4962026-10-14
Root Financial Partners, LLC
NEW206—+206——$33.2K—2026-10-21
Downshift Financial, LLC
UNCHANGED20220200%$32.9K$32.5K-$4752026-10-13
Nfsg Corp
INCREASED190186+4+2%$30.3K$30.7K+$3392026-10-15
Ascentis Independent Advisors
NEW180—+180——$29.0K—2026-11-03
Kentucky Trust Co
UNCHANGED17717700%$28.9K$28.5K-$4182026-10-15
Fairway Wealth LLC
NEW176—+176——$28.4K—2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED16716700%$27.3K$26.9K-$3942026-10-16
Lanark Financial, Inc.
UNCHANGED15215200%$24.8K$24.5K-$3582026-10-26
GoalVest Advisory LLC
UNCHANGED14614600%$23.9K$23.5K-$3452026-10-02
Costello Asset Management, Inc
INCREASED142141+1+1%$23.1K$22.9K-$2312026-10-30
Signature Equity Partners, LLC
UNCHANGED11711700%$19.0K$18.8K-$2312026-10-29
TD Waterhouse Canada Inc.
UNCHANGED11311300%$18.4K$18.3K-$1332026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED979700%$15.9K$15.6K-$2292026-10-16
Mainstream Capital Management LLC
NEW90—+90——$14.5K—2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED878700%$14.2K$14.0K-$2052026-10-09
Tsfg, LLC
DECREASED80100-20-20%$16$13-$32026-10-23
First Community Trust NA
UNCHANGED808000%$13.1K$12.9K-$1892026-10-07
Silver Grove Financial Group, Inc.
INCREASED742+72+3600%$327$11.9K+$11.6K2026-11-05
Abound Wealth Management
UNCHANGED707000%$11.5K$11.3K-$1662026-10-26
Networth Advisors, LLC
INCREASED6968+1+1%$11.2K$11.1K-$1122026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED676700%$11.0K$10.8K-$1582026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED676700%$11.0K$10.8K-$1582026-11-02
GK Wealth Management LLC
NEW61—+61——$9.8K—2026-10-09
Cape Investment Advisory, Inc.
DECREASED57328-271-83%$53.7K$9.2K-$44.4K2026-10-13
Central Pacific Bank - Trust Division
INCREASED5449+5+10%$8.0K$8.7K+$6902026-10-06
Jacobi Capital Management LLC
NEW50—+50——$8.1K—2026-11-05
Blue Bell Private Wealth Management, LLC
NEW36—+36——$5.8K—2026-10-29
James T. Borello RIA
UNCHANGED363600%$5.9K$5.8K-$852026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED353500%$5.7K$5.6K-$832026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED313100%$5.1K$5.0K-$732026-11-04
Princeton Global Asset Management LLC
UNCHANGED292900%$4.7K$4.7K-$682026-10-21
Kingdom Financial Group Llc.
UNCHANGED222200%$3.6K$3.6K-$362026-11-04
Nova Financial LLC
NEW20—+20——$3.2K—2026-11-04
Eastern Bank
UNCHANGED171700%$2.8K$2.7K-$402026-10-05
Physician Wealth Advisors, Inc.
UNCHANGED171700%$2.8K$2.7K-$402026-10-20
Proathlete Wealth Management LLC
UNCHANGED111100%$1.8K$1.8K-$182026-10-15
Citigroup Inc
NEW1—+1——$161—2026-11-04
McCarley & Cook Financial Planners
UNCHANGED1100%$163$161-$22026-10-21
Dmkc Advisory Services, LLC
CLOSED012,446-12,446-100%$2.0M$0-$2.0M2026-11-04
Jefferies Financial Group Inc.
CLOSED02,724-2,724-100%$445.3K$0-$445.3K2026-11-05
Dana Investment Advisors, Inc.
CLOSED02,543-2,543-100%$415.7K$0-$415.7K2026-11-06
Mission Wealth Management, LP
CLOSED02,141-2,141-100%$350.0K$0-$350.0K2026-10-15
Wedbush Securities Inc
CLOSED01,859-1,859-100%$304.0K$0-$304.0K2026-10-22
Morton Capital Management LLC
CLOSED01,430-1,430-100%$233.7K$0-$233.7K2026-10-23
Univest Financial Corp
CLOSED01,404-1,404-100%$229.5K$0-$229.5K2026-11-05
Equity Wealth Partners, LLC
CLOSED01,252-1,252-100%$204.6K$0-$204.6K2026-10-26
Wellington Grp LLC
CLOSED0442-442-100%$64.1K$0-$64.1K2026-11-06
Robinswood Financial LLC
CLOSED0253-253-100%$41.4K$0-$41.4K2026-10-20
Bullseye Investment Management, LLC
CLOSED0245-245-100%$40.0K$0-$40.0K2026-10-29
Tucker Asset Management LLC
CLOSED0224-224-100%$36.6K$0-$36.6K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED040-40-100%$6.5K$0-$6.5K2026-10-14
LifeSteps Financial, Inc.
CLOSED014-14-100%$2.3K$0-$2.3K2026-10-15
Bank of America Corp
N/A—4,675,795-4,675,795-100%$764.3M———
Morgan Stanley
N/A—3,220,989-3,220,989-100%$526.5M———
Ameriprise Financial Inc
N/A—2,461,240-2,461,240-100%$402.3M———
UBS Group AG
N/A—1,790,527-1,790,527-100%$292.7M———
Envestnet Asset Management Inc
N/A—1,237,905-1,237,905-100%$202.3M———
Wells Fargo & Company
N/A—993,873-993,873-100%$162.4M———
HighTower Advisors, LLC
N/A—877,045-877,045-100%$143.4M———
Osaic Holdings, Inc.
N/A—789,084-789,084-100%$129.0M———
Raymond James Financial Inc
N/A—753,203-753,203-100%$123.1M———
Royal Bank of Canada
N/A—720,076-720,076-100%$117.7M———
JPMorgan Chase & Co
N/A—683,600-683,600-100%$111.9M———
Sequoia Financial Advisors, LLC
N/A—531,727-531,727-100%$86.9M———
Rockefeller Capital Management L.P.
N/A—486,183-486,183-100%$79.5M———
Strategic Investment Advisors / MI
N/A—442,676-442,676-100%$72.4M———
Baird Financial Group, Inc.
N/A—387,221-387,221-100%$63.3M———
Prosperity Consulting Group, LLC
N/A—386,443-386,443-100%$63.2M———
Stifel Financial Corp
N/A—383,716-383,716-100%$62.7M———
Cetera Investment Advisers
N/A—369,442-369,442-100%$60.4M———
Apriem Advisors
N/A—349,628-349,628-100%$57.1M———
Cerity Partners LLC
N/A—343,974-343,974-100%$56.3M———
Mars Jewett Financial Group, Inc.
N/A—314,324-314,324-100%$51.4M———
Pure Financial Advisors, LLC
N/A—285,839-285,839-100%$46.7M———
BHK Investment Advisors, LLC
N/A—219,087-219,087-100%$35.8M———
Smartleaf Asset Management LLC
N/A—216,700-216,700-100%$35.5M———
BTG Pactual Asset Management US LLC
N/A—208,483-208,483-100%$34.1M———
Leavell Investment Management, Inc.
N/A—182,380-182,380-100%$29.8M———
Beacon Pointe Advisors, LLC
N/A—181,191-181,191-100%$29.6M———
Graney & King, LLC
N/A—179,184-179,184-100%$29.3M———
Blue Edge Capital, LLC
N/A—158,930-158,930-100%$26.0M———
Sheridan Capital Management, LLC
N/A—154,080-154,080-100%$25.2M———
AllGen Financial Advisors, Inc.
N/A—146,457-146,457-100%$23.9M———
Waverly Advisors, LLC
N/A—145,484-145,484-100%$23.8M———
Harbour Investments, Inc.
N/A—143,280-143,280-100%$23.4M———
Select Asset Management & Trust
N/A—141,613-141,613-100%$23.1M———
Arax Advisory Partners
N/A—141,114-141,114-100%$23.1M———
Cresset Asset Management, LLC
N/A—125,856-125,856-100%$20.6M———
Retirement Management Systems Inc.
N/A—120,323-120,323-100%$19.7M———
MML Investors Services, LLC
N/A—116,563-116,563-100%$19.1M———
Jones Financial Companies Lllp
N/A—110,373-110,373-100%$18.0M———
Tudor Investment Corp ET AL
N/A—106,191-106,191-100%$17.4M———
Mercer Global Advisors Inc
N/A—104,998-104,998-100%$17.2M———
Private Advisor Group, LLC
N/A—99,930-99,930-100%$16.3M———
Stephens Inc
N/A—90,700-90,700-100%$14.8M———
Northwestern Mutual Wealth Management Co
N/A—89,888-89,888-100%$14.7M———
Sanctuary Advisors, LLC
N/A—89,104-89,104-100%$14.6M———
Bessemer Group Inc
N/A—86,771-86,771-100%$14.2M———
Amara Financial, Llc.
N/A—79,304-79,304-100%$13.0M———
Howe & Rusling Inc
N/A—76,615-76,615-100%$12.5M———
Gateway Wealth Partners, LLC
N/A—76,465-76,465-100%$12.5M———
Janney Montgomery Scott LLC
N/A—73,556-73,556-100%$12.0M———
Wealthfront Advisers LLC
N/A—69,987-69,987-100%$11.4M———
WealthShield Partners, LLC
N/A—65,255-65,255-100%$10.7M———
Goldman Sachs Group Inc
N/A—60,975-60,975-100%$10.0M———
Captrust Financial Advisors
N/A—59,778-59,778-100%$9.8M———
Marshall Wace, LLP
N/A—58,928-58,928-100%$9.6M———
Veridan Wealth LLC
N/A—42,136-42,136-100%$6.9M———
Planning Directions Inc
N/A—41,638-41,638-100%$6.8M———
Resolute Advisors LLC
N/A—40,457-40,457-100%$6.6M———
Centaurus Financial, Inc.
N/A—39,538-39,538-100%$6.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—39,246-39,246-100%$6.4M———
Cornerstone Financial Management LLC
N/A—37,580-37,580-100%$6.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—36,166-36,166-100%$5.9M———
Calton & Associates, Inc.
N/A—36,079-36,079-100%$5.9M———
Westwood Holdings Group Inc
N/A—34,909-34,909-100%$5.7M———
Avant Capital LLC
N/A—34,278-34,278-100%$5.6M———
Entelevest, LLC
N/A—32,657-32,657-100%$5.3M———
Mariner, LLC
N/A—31,701-31,701-100%$5.2M———
Mutual Advisors, LLC
N/A—31,524-31,524-100%$5.2M———
WNY Asset Management, LLC
N/A—31,192-31,192-100%$5.1M———
FMR LLC
N/A—30,287-30,287-100%$5.0M———
AQR Capital Management LLC
N/A—28,068-28,068-100%$4.6M———
CVA Family Office, LLC
N/A—27,958-27,958-100%$4.6M———
Checchi Capital Advisers, LLC
N/A—27,849-27,849-100%$4.6M———
Summit Trail Advisors, LLC
N/A—27,180-27,180-100%$4.4M———
Kintra Wealth, LLC
N/A—27,171-27,171-100%$4.6M———
Ameritas Advisory Services, LLC
N/A—26,568-26,568-100%$4.3M———
BSW Wealth Partners
N/A—25,462-25,462-100%$4.2M———
Tradition Wealth Management, LLC
N/A—25,348-25,348-100%$4.1M———
Gotham Asset Management, LLC
N/A—25,185-25,185-100%$4.1M———
Equitable Holdings, Inc.
N/A—24,954-24,954-100%$4.1M———
Macro Advisors, Inc.
N/A—24,556-24,556-100%$4.0M———
United Capital Financial Advisors, LLC
N/A—24,258-24,258-100%$4.0M———
Zhang Financial LLC
N/A—24,217-24,217-100%$4.0M———
Vanguard Advisers Inc
N/A—24,089-24,089-100%$3.9M———
Waterloo Capital, L.P.
N/A—24,003-24,003-100%$3.9M———
&partners
N/A—23,698-23,698-100%$3.9M———
MAI Capital Management
N/A—23,191-23,191-100%$3.8M———
Wealthspire Advisors, LLC
N/A—23,190-23,190-100%$3.8M———
HighPoint Advisor Group LLC
N/A—23,162-23,162-100%$3.8M———
Orion Porfolio Solutions, LLC
N/A—23,143-23,143-100%$3.8M———
Arkadios Wealth Advisors
N/A—21,527-21,527-100%$3.5M———
Quantinno Capital Management LP
N/A—21,091-21,091-100%$3.4M———
Argent Trust Co
N/A—20,180-20,180-100%$3.3M———
CIBC Bancorp USA Inc.
N/A—19,710-19,710-100%$3.2M———
Maridea Wealth Management LLC
N/A—19,660-19,660-100%$3.2M———
Roberts Glore & Co Inc
N/A—18,881-18,881-100%$3.1M———
Strategic Financial Partners, Ltd.
N/A—18,807-18,807-100%$3.1M———
Florida Financial Advisors, LLC
N/A—18,630-18,630-100%$3.0M———
Great Valley Advisor Group, Inc.
N/A—18,416-18,416-100%$3.0M———
First National Bank of Omaha
N/A—17,523-17,523-100%$2.9M———
Two Sigma Investments, LP
N/A—16,793-16,793-100%$2.7M———
Moneta Group Investment Advisors LLC
N/A—16,405-16,405-100%$2.7M———
Focus Partners Wealth
N/A—16,375-16,375-100%$2.7M———
CreativeOne Wealth, LLC
N/A—16,189-16,189-100%$2.6M———
Horizon Investment Services, LLC
N/A—16,012-16,012-100%$2.6M———
Citadel Advisors LLC
N/A—15,720-15,720-100%$2.6M———
Silicon Valley Capital Partners
N/A—15,567-15,567-100%$2.5M———
Bank of Hawaii
N/A—15,354-15,354-100%$2.5M———
Snowden Capital Advisors LLC
N/A—15,127-15,127-100%$2.5M———
Susquehanna International Group, LLP
N/A—14,967-14,967-100%$2.4M———
Hilltop Wealth Advisors, LLC
N/A—14,892-14,892-100%$2.4M———
Blair William & Co
N/A—14,391-14,391-100%$2.4M———
Bank of Montreal
N/A—13,935-13,935-100%$2.3M———
EP Wealth Advisors, LLC
N/A—13,932-13,932-100%$2.3M———
OneAscent Wealth Management LLC
N/A—13,772-13,772-100%$2.3M———
VSM Wealth Advisory, LLC
N/A—13,545-13,545-100%$2.2M———
IFG Advisory, LLC
N/A—12,315-12,315-100%$2.0M———
Northern Trust Corp
N/A—11,778-11,778-100%$1.9M———
M&T Bank Corp
N/A—11,483-11,483-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—11,282-11,282-100%$1.8M———
Causey Wealth LLC
N/A—10,895-10,895-100%$1.8M———
NewEdge Advisors, LLC
N/A—10,863-10,863-100%$1.8M———
Ballentine Partners, LLC
N/A—10,700-10,700-100%$1.7M———
Summit Financial, LLC
N/A—10,598-10,598-100%$1.7M———
RWA Wealth Partners, LLC
N/A—9,781-9,781-100%$1.6M———
Global Retirement Partners, LLC
N/A—9,773-9,773-100%$1.6M———
Petix & Botte Co
N/A—9,700-9,700-100%$1.6M———
Cary Street Partners Financial LLC
N/A—9,543-9,543-100%$1.6M———
Renaissance Technologies LLC
N/A—9,200-9,200-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—9,176-9,176-100%$1.5M———
Ogorek Anthony Joseph
N/A—8,670-8,670-100%$1.4M———
Stonebridge Financial Group, LLC
N/A—8,143-8,143-100%$1.3M———
Oxinas Partners, LLC
N/A—8,113-8,113-100%$1.3M———
SCS Capital Management LLC
N/A—8,043-8,043-100%$1.3M———
World Investment Advisors
N/A—7,930-7,930-100%$1.2M———
Keystone Financial Group
N/A—7,800-7,800-100%$1.3M———
HRT Financial LP
N/A—7,609-7,609-100%$1.2M———
BFC Planning, Inc.
N/A—7,436-7,436-100%$1.2M———
Clark Capital Management Group, Inc.
N/A—7,402-7,402-100%$1.2M———
Rehmann Capital Advisory Group
N/A—7,027-7,027-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—6,813-6,813-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—6,748-6,748-100%$1.1M———
First National Advisers, LLC
N/A—6,460-6,460-100%$1.1M———
Cornerstone Financial Group, LLC
N/A—6,295-6,295-100%$1.0M———
Cardiff Park Advisors, LLC
N/A—6,097-6,097-100%$996.6K———
AE Wealth Management LLC
N/A—6,055-6,055-100%$989.7K———
Advisory Services Network, LLC
N/A—6,051-6,051-100%$989.0K———
Hilltop Holdings Inc.
N/A—6,042-6,042-100%$987.5K———
Continuum Advisory, LLC
N/A—5,995-5,995-100%$979.9K———
Synergy Investment Management, LLC
N/A—5,850-5,850-100%$956.2K———
Western Wealth Management, LLC
N/A—5,761-5,761-100%$941.7K———
Integrated Wealth Concepts LLC
N/A—5,682-5,682-100%$928.8K———
Wharton Business Group, LLC
N/A—5,410-5,410-100%$884.3K———
O'rourke & Company, Inc
N/A—5,284-5,284-100%$869.7K———
TRB Wealth Management, LLC
N/A—5,254-5,254-100%$858.8K———
Johnson Investment Counsel Inc
N/A—5,056-5,056-100%$826.3K———
Stratos Wealth Partners, Ltd.
N/A—4,900-4,900-100%$800.9K———
Vanguard Personalized Indexing Management, LLC
N/A—4,801-4,801-100%$784.7K———
Foundations Investment Advisors, LLC
N/A—4,737-4,737-100%$774.3K———
Steward Partners Investment Advisory, LLC
N/A—4,677-4,677-100%$764.5K———
Morrissey Wealth Management, LLC
N/A—4,642-4,642-100%$750.6K———
Strategic Investment Solutions, Inc.
N/A—4,255-4,255-100%$695.3K———
O'shaughnessy Asset Management, LLC
N/A—4,221-4,221-100%$689.9K———
Savvy Advisors, Inc.
N/A—4,158-4,158-100%$679.6K———
Kovack Advisors, Inc.
N/A—4,140-4,140-100%$676.0K———
Genesis Financial Group, LLC
N/A—4,130-4,130-100%$675.0K———
Haverford Trust Co
N/A—3,937-3,937-100%$643.5K———
Kickstand Ventures, Llc.
N/A—3,935-3,935-100%$643.2K———
Sonoma Private Wealth LLC
N/A—3,908-3,908-100%$638.8K———
Alliancebernstein L.P.
N/A—3,890-3,890-100%$563.9K———
UBS Asset Management Americas LLC
N/A—3,850-3,850-100%$629.3K———
Goldstone Financial Group, LLC
N/A—3,610-3,610-100%$590.1K———
Westbourne Investments, Inc.
N/A—3,555-3,555-100%$581.1K———
Principal Securities, Inc.
N/A—3,441-3,441-100%$562.4K———
Duncan Williams Asset Management, LLC
N/A—3,354-3,354-100%$548.2K———
Monograph Wealth Advisors, LLC
N/A—3,258-3,258-100%$532.5K———
Avalon Trust Co
N/A—3,234-3,234-100%$528.6K———
NewEdge Wealth, LLC
N/A—3,164-3,164-100%$517.1K———
Nuveen, LLC
N/A—3,149-3,149-100%$514.7K———
Jane Street Group, LLC
N/A—2,979-2,979-100%$486.9K———
XTX Topco Ltd
N/A—2,933-2,933-100%$479.4K———
Essex Financial Services, Inc.
N/A—2,893-2,893-100%$472.8K———
Retirement Income Solutions, Inc
N/A—2,865-2,865-100%$415.3K———
Garden State Investment Advisory Services LLC
N/A—2,861-2,861-100%$468.0K———
Prestige Wealth Management Group LLC
N/A—2,822-2,822-100%$461.3K———
Caitlin John, LLC
N/A—2,820-2,820-100%$460.9K———
Berger Financial Group, Inc
N/A—2,763-2,763-100%$451.7K———
Financial Alternatives, Inc
N/A—2,705-2,705-100%$442.1K———
OneAscent Family Office, LLC
N/A—2,638-2,638-100%$431.2K———
Ausdal Financial Partners, Inc.
N/A—2,553-2,553-100%$417.3K———
Fort Sheridan Advisors LLC
N/A—2,512-2,512-100%$410.6K———
Spinnaker Trust
N/A—2,460-2,460-100%$402.1K———
Virtu Financial LLC
N/A—2,430-2,430-100%$397.0K———
Betterment LLC
N/A—2,342-2,342-100%$383.0K———
Cloud Capital Management, LLC
N/A—2,322-2,322-100%$379.0K———
Aptus Capital Advisors, LLC
N/A—2,285-2,285-100%$373.5K———
Cvfg LLC
N/A—2,230-2,230-100%$364.5K———
Summitry LLC
N/A—2,230-2,230-100%$364.5K———
Strategic Financial Concepts, LLC
N/A—2,212-2,212-100%$366.5K———
Concorde Asset Management, LLC
N/A—2,190-2,190-100%$358.0K———
LRI Investments, LLC
N/A—2,159-2,159-100%$352.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,153-2,153-100%$351.9K———
Main Street Financial Solutions, LLC
N/A—2,147-2,147-100%$350.9K———
Range Advisory, LLC
N/A—2,112-2,112-100%$345.2K———
M3 Advisory Group, LLC
N/A—2,108-2,108-100%$344.6K———
Aspire Growth Partners LLC
N/A—2,077-2,077-100%$339.5K———
Pinnacle Financial Partners, Inc.
N/A—2,042-2,042-100%$333.8K———
Vanguard National Trust Co
N/A—1,917-1,917-100%$313.3K———
Vestmark Advisory Solutions, Inc.
N/A—1,913-1,913-100%$312.6K———
Jaffetilchin Investment Partners, LLC
N/A—1,906-1,906-100%$311.6K———
Focus Partners Advisor Solutions, LLC
N/A—1,904-1,904-100%$311.2K———
PFG Investments, LLC
N/A—1,897-1,897-100%$310.1K———
IEQ Capital, LLC
N/A—1,852-1,852-100%$302.7K———
One Capital Management, LLC
N/A—1,796-1,796-100%$260.4K———
Dakota Wealth Management
N/A—1,783-1,783-100%$291.4K———
Clarity Financial LLC
N/A—1,750-1,750-100%$286.0K———
Sachetta, LLC
N/A—1,681-1,681-100%$274.7K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,656-1,656-100%$270.7K———
Pacific SUN Financial Corp
N/A—1,617-1,617-100%$264.3K———
49 Wealth Management, LLC
N/A—1,597-1,597-100%$261.1K———
Alongside, LLC
N/A—1,597-1,597-100%$261.1K———
Resurgent Financial Advisors LLC
N/A—1,592-1,592-100%$260.2K———
QRG Capital Management, Inc.
N/A—1,567-1,567-100%$256.1K———
Stratos Wealth Advisors, LLC
N/A—1,545-1,545-100%$252.5K———
Qube Research & Technologies Ltd
N/A—1,541-1,541-100%$251.9K———
VeraBank, N.A.
N/A—1,521-1,521-100%$248.6K———
Benjamin Edwards Inc
N/A—1,457-1,457-100%$238.1K———
Geneos Wealth Management Inc.
N/A—1,441-1,441-100%$235.5K———
Belpointe Asset Management LLC
N/A—1,441-1,441-100%$235.5K———
Modern Wealth Management, LLC
N/A—1,403-1,403-100%$229.3K———
Sollinda Capital Management LLC
N/A—1,388-1,388-100%$226.9K———
FAS Wealth Partners, Inc.
N/A—1,385-1,385-100%$226.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,378-1,378-100%$225.3K———
Peak Retirement Planning, Inc.
N/A—1,361-1,361-100%$222.5K———
Per Stirling Capital Management, Llc.
N/A—1,346-1,346-100%$220.0K———
Thoroughbred Financial Services, LLC
N/A—1,305-1,305-100%$213.0K———
BlackRock, Inc.
N/A—1,271-1,271-100%$207.7K———
Disciplined Investors, L.L.C.
N/A—1,259-1,259-100%$205.8K———
Advisors Capital Management, LLC
N/A—1,237-1,237-100%$202.2K———
IHT Wealth Management, LLC
N/A—1,231-1,231-100%$201.2K———
Kelman-Lazarov, Inc.
N/A—1,224-1,224-100%$200.0K———
Regatta Research & Money Management
N/A—1,129-1,129-100%$184.4K———
Fiduciary Financial Advisors
N/A—1,036-1,036-100%$169.4K———
Capital Analysts, LLC
N/A—979-979-100%$136.0K———
Huntington National Bank
N/A—800-800-100%$130.8K———
Financial Gravity Companies, Inc.
N/A—710-710-100%$116.1K———
Dunhill Financial, LLC
N/A—485-485-100%$79.3K———
SouthState Bank Corp
N/A—480-480-100%$78.5K———
Bartlett & Co. Wealth Management LLC
N/A—453-453-100%$74.0K———
Tanglewood Legacy Advisors, LLC
N/A—433-433-100%$70.8K———
Vision Retirement, LLC
N/A—335-335-100%$54.8K———
Strive Financial Group,LLC
N/A—300-300-100%$49.0K———
Financial Life Planners
N/A—277-277-100%$45.4K———
Franklin Resources Inc
N/A—271-271-100%$44.3K———
Hantz Financial Services, Inc.
N/A—233-233-100%$38.0K———
Kilter Group LLC
N/A—221-221-100%$36.1K———
Strategic Wealth Partners, Ltd.
N/A—159-159-100%$26.0K———
ST Germain D J Co Inc
N/A—157-157-100%$25.7K———
Seneschal Advisors, LLC
N/A—150-150-100%$24.5K———
SOA Wealth Advisors, Llc.
N/A—141-141-100%$23.0K———
N.E.W. Advisory Services LLC
N/A—136-136-100%$22.2K———
Rothschild Investment LLC
N/A—128-128-100%$20.9K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$16.3K———
Basecamp Wealth Advisors LLC
N/A—99-99-100%$16.2K———
Glen Eagle Advisors, LLC
N/A—95-95-100%$15.5K———
Allianz SE
N/A—87-87-100%$14.2K———
HM Payson & Co
N/A—72-72-100%$11.8K———
Financial Avengers, Inc.
N/A—71-71-100%$11.6K———
Bellevue Asset Management, LLC
N/A—71-71-100%$11.6K———
Atlantic Union Bankshares Corp
N/A—66-66-100%$10.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—59-59-100%$9.6K———
Tiaa Wealth Investment Management LLC
N/A—57-57-100%$9.3K———
Ancora Advisors LLCA
N/A—55-55-100%$8.9K———
Fourth Dimension Wealth, LLC
N/A—50-50-100%$8.2K———
Tower Research Capital LLC (TRC)
N/A—12-12-100%$2.0K———
Showing 644 of 644 institutions