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Vanguard Mega Cap ETF (MGC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
INCREASED
Shares769,278 from 730,563
Change+38,715 (+5%)
Value$217.2M (+$17.3M)
Filed 2026-11-04
Vantagepoint Investment Advisers LLC
DECREASED
Shares625,173 from 630,488
Change-5,315 (-1%)
Value$176.5M (+$4.0M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares453,035 from 446,235
Change+6,800 (+2%)
Value$127.9M (+$5.8M)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares442,566 from 441,124
Change+1,442 (+0%)
Value$124.9M (+$4.2M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares435,128 from 434,711
Change+417 (+0%)
Value$122.8M (+$3.9M)
Filed 2026-11-06
Apella Capital, LLC
DECREASED
Shares204,539 from 211,482
Change-6,943 (-3%)
Value$58.9M (+$943.5K)
Filed 2026-10-08
Verus Financial Partners, Inc.
DECREASED
Shares201,113 from 201,543
Change-430 (0%)
Value$56.8M (+$1.6M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares186,685 from 178,867
Change+7,818 (+4%)
Value$52.7M (+$3.8M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares175,248 from 103,295
Change+71,953 (+70%)
Value$49.5M (+$20.9M)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares173,749 from 173,309
Change+440 (+0%)
Value$49.1M (+$1.6M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares165,433 from 165,661
Change-228 (0%)
Value$46.7M (+$1.4M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares159,640 from 169,974
Change-10,334 (-6%)
Value$45.1M (-$1.4M)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED
Shares148,676 from 145,226
Change+3,450 (+2%)
Value$42.0M (+$2.2M)
Filed 2026-11-05
Black Diamond Financial, LLC
DECREASED
Shares146,918 from 149,997
Change-3,079 (-2%)
Value$41.5M (+$432.8K)
Filed 2026-10-26
ProVise Management Group, LLC
DECREASED
Shares133,503 from 139,081
Change-5,578 (-4%)
Value$37.7M (-$367.7K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares109,223 from 101,496
Change+7,727 (+8%)
Value$30.8M (+$3.1M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares105,329 from 91,865
Change+13,464 (+15%)
Value$29.7K (-$25.1M)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares100,650 from 97,516
Change+3,134 (+3%)
Value$28.4M (+$1.7M)
Filed 2026-10-27
Praetorian Wealth Management, Inc.
INCREASED
Shares96,458 from 94,598
Change+1,860 (+2%)
Value$27.2M (+$1.3M)
Filed 2026-10-16
FSA Wealth Partners, Inc.
INCREASED
Shares75,694 from 40,819
Change+34,875 (+85%)
Value$21.4M (+$10.2M)
Filed 2026-10-26
Systelligence, LLC
INCREASED
Shares71,675 from 12,079
Change+59,596 (+493%)
Value$6.4M (+$3.1M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares70,373 from 67,382
Change+2,991 (+4%)
Value$19.9M (+$1.4M)
Filed 2026-11-02
Patten & Patten Inc
INCREASED
Shares68,765 from 66,146
Change+2,619 (+4%)
Value$19.4M (+$1.3M)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares64,110 from 66,094
Change-1,984 (-3%)
Value$18.1M (+$13.6K)
Filed 2026-10-28
Colorado Capital Management, Inc.
INCREASED
Shares62,358 from 62,091
Change+267 (+0%)
Value$17.6K (+$614)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares61,432 from 59,174
Change+2,258 (+4%)
Value$17.3M (+$1.2M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares59,539 from 59,355
Change+184 (+0%)
Value$16.8M (+$566.9K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares59,158 from 61,076
Change-1,918 (-3%)
Value$16.9M (+$21.0K)
Filed 2026-10-13
Capital Advantage, Inc.
DECREASED
Shares57,826 from 58,934
Change-1,108 (-2%)
Value$16.3M (+$198.8K)
Filed 2026-10-14
WIN Advisors, Inc
INCREASED
Shares53,907 from 31,891
Change+22,016 (+69%)
Value$15.2M (+$6.5M)
Filed 2026-11-06
Retirement Financial Solutions, LLC
INCREASED
Shares51,854 from 50,416
Change+1,438 (+3%)
Value$14.6M (+$843.8K)
Filed 2026-10-20
TriaGen Wealth Management LLC
DECREASED
Shares48,057 from 48,100
Change-43 (0%)
Value$13.6M (+$405.5K)
Filed 2026-10-14
Steph & Co
DECREASED
Shares44,107 from 45,326
Change-1,219 (-3%)
Value$12.5M (+$49.3K)
Filed 2026-10-07
Stackstone Wealth, LLC
NEW
Shares41,102
Change+41,102
Value$11.6M
Filed 2026-10-19
Blackston Financial Advisory Group, LLC
DECREASED
Shares38,054 from 39,781
Change-1,727 (-4%)
Value$10.7M (-$142.3K)
Filed 2026-11-04
Segment Wealth Management, LLC
INCREASED
Shares36,965 from 36,848
Change+117 (+0%)
Value$10.4M (+$352.9K)
Filed 2026-10-26
Baker Ellis Asset Management LLC
UNCHANGED
Shares35,630 from 35,630
Change0 (0%)
Value$10.1M (+$309.3K)
Filed 2026-10-14
Elevation Capital Advisory, LLC
NEW
Shares35,113
Change+35,113
Value$9.9M
Filed 2026-10-29
Schmidt P J Investment Management Inc
DECREASED
Shares33,986 from 36,403
Change-2,417 (-7%)
Value$9.6M (-$366.5K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares32,806 from 31,779
Change+1,027 (+3%)
Value$9.1M (+$387.6K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares32,373 from 32,393
Change-20 (0%)
Value$9.1M (+$275.5K)
Filed 2026-11-05
Phillips Financial Management, LLC
INCREASED
Shares30,536 from 30,476
Change+60 (+0%)
Value$8.6M (+$281.5K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
DECREASED
Shares28,119 from 28,169
Change-50 (0%)
Value$7.9M (+$230.4K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares26,999 from 8,783
Change+18,216 (+207%)
Value$7.6M (+$5.2M)
Filed 2026-10-29
Parkway Wealth Management Group, LLC
DECREASED
Shares26,610 from 27,358
Change-748 (-3%)
Value$7.5M (+$26.4K)
Filed 2026-10-20
Fiduciary Advisors, Inc.
INCREASED
Shares23,823 from 23,769
Change+54 (+0%)
Value$6.7M (+$221.6K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
DECREASED
Shares22,851 from 26,113
Change-3,262 (-12%)
Value$6.5M (-$694.3K)
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares22,047 from 24,547
Change-2,500 (-10%)
Value$6.2M (-$492.7K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares18,980 from 12,844
Change+6,136 (+48%)
Value$5.4M (+$1.8M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares18,653 from 18,525
Change+128 (+1%)
Value$5.3M (+$196.9K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares18,630 from 17,697
Change+933 (+5%)
Value$5.3M (+$484.9K)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
INCREASED
Shares18,420 from 18,058
Change+362 (+2%)
Value$5.2K (-$4.9M)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares18,037 from 18,049
Change-12 (0%)
Value$5.1K (-$4.9M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,892 from 17,927
Change-35 (0%)
Value$5.1M (+$145.7K)
Filed 2026-10-20
David Kennon Inc
INCREASED
Shares16,345 from 16,168
Change+177 (+1%)
Value$4.6M (+$190.3K)
Filed 2026-10-13
McClarren Financial Advisors, Inc.
DECREASED
Shares15,650 from 15,774
Change-124 (-1%)
Value$4.4M (+$101.9K)
Filed 2026-10-15
1900 Wealth Management LLC
INCREASED
Shares15,132 from 15,130
Change+2 (+0%)
Value$4.3M (+$131.9K)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares14,931 from 15,638
Change-707 (-5%)
Value$4.2M (-$63.9K)
Filed 2026-11-06
Independent Wealth Advisors LLC
INCREASED
Shares14,429 from 13,357
Change+1,072 (+8%)
Value$4.1M (+$418.5K)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares14,283 from 14,861
Change-578 (-4%)
Value$4.0M (-$34.2K)
Filed 2026-10-15
Certified Advisory Corp
DECREASED
Shares14,027 from 14,267
Change-240 (-2%)
Value$4.0M (+$56.2K)
Filed 2026-10-29
HF Advisory Group, LLC
INCREASED
Shares13,934 from 13,596
Change+338 (+2%)
Value$3.9M (+$213.2K)
Filed 2026-10-09
Montag A & Associates Inc
UNCHANGED
Shares13,810 from 13,810
Change0 (0%)
Value$3.9M (+$119.9K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares13,717 from 5,918
Change+7,799 (+132%)
Value$3.9M (+$2.3M)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares13,431 from 13,778
Change-347 (-3%)
Value$3.8M (+$21.8K)
Filed 2026-11-03
Valmark Advisers, Inc.
UNCHANGED
Shares13,098 from 13,098
Change0 (0%)
Value$3.7M (+$113.7K)
Filed 2026-11-06
Fortress Financial Solutions, LLC
NEW
Shares12,736
Change+12,736
Value$3.6M
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares12,191 from 12,170
Change+21 (+0%)
Value$3.4M (+$111.6K)
Filed 2026-10-16
James J. Burns & Company, LLC
DECREASED
Shares11,608 from 11,875
Change-267 (-2%)
Value$3.3M (+$27.8K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares11,453 from 11,922
Change-469 (-4%)
Value$3.2K (-$3.3M)
Filed 2026-10-26
Matthew Goff Investment Advisor, LLC
NEW
Shares11,181
Change+11,181
Value$3.2M
Filed 2026-10-13
Guidance Capital, Inc
DECREASED
Shares10,989 from 11,217
Change-228 (-2%)
Value$3.0M (-$62.1K)
Filed 2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
UNCHANGED
Shares10,870 from 10,870
Change0 (0%)
Value$3.1M (+$94.4K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares10,238 from 10,217
Change+21 (+0%)
Value$2.9M (+$94.6K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares10,183 from 10,813
Change-630 (-6%)
Value$2.9M (-$83.8K)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED
Shares10,088 from 10,088
Change0 (0%)
Value$2.8M (+$87.6K)
Filed 2026-10-05
R2 Capital Strategies, LLC
INCREASED
Shares9,939 from 9,930
Change+9 (+0%)
Value$2.8M (+$88.8K)
Filed 2026-10-15
Financial Freedom, LLC
DECREASED
Shares9,877 from 9,959
Change-82 (-1%)
Value$2.8M (+$63.4K)
Filed 2026-11-06
Benchmark Financial, LLC
NEW
Shares9,613
Change+9,613
Value$2.7M
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares9,540 from 9,562
Change-22 (0%)
Value$2.7M (+$76.8K)
Filed 2026-11-05
Hardy Reed LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$2.7M (+$81.6K)
Filed 2026-11-06
Linscomb Wealth, Inc.
INCREASED
Shares9,352 from 8,097
Change+1,255 (+16%)
Value$2.6M (+$424.6K)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares9,033 from 8,727
Change+306 (+4%)
Value$2.6M (+$162.2K)
Filed 2026-10-16
Brooklyn FI, LLC
INCREASED
Shares8,652 from 8,642
Change+10 (+0%)
Value$2.4M (+$66.3K)
Filed 2026-11-05
Legacy Advisory Services, LLC
DECREASED
Shares8,469 from 8,495
Change-26 (0%)
Value$2.4M (+$66.4K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares8,424 from 9,417
Change-993 (-11%)
Value$2.4M (-$198.6K)
Filed 2026-10-08
Wesbanco Bank Inc
UNCHANGED
Shares8,413 from 8,413
Change0 (0%)
Value$2.4M (+$73.0K)
Filed 2026-11-04
Salem Investment Counselors Inc
INCREASED
Shares8,198 from 8,152
Change+46 (+1%)
Value$2.3M (+$83.7K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares8,051 from 8,270
Change-219 (-3%)
Value$2.3M (+$10.0K)
Filed 2026-10-13
Royal Fund Management, LLC
INCREASED
Shares7,627 from 6,930
Change+697 (+10%)
Value$2.2M (+$257.0K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares7,593 from 7,525
Change+68 (+1%)
Value$2.1M (+$84.5K)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
NEW
Shares7,460
Change+7,460
Value$2.1M
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares6,659 from 7,243
Change-584 (-8%)
Value$1.9M (-$101.9K)
Filed 2026-11-06
Simon Quick Advisors, LLC
UNCHANGED
Shares6,652 from 6,652
Change0 (0%)
Value$1.9M (+$57.7K)
Filed 2026-10-26
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares6,475 from 6,356
Change+119 (+2%)
Value$1.8M (+$88.8K)
Filed 2026-10-07
Claro Advisors Inc.
DECREASED
Shares6,182 from 6,249
Change-67 (-1%)
Value$1.7M (+$35.3K)
Filed 2026-11-02
Advisor OS, LLC
UNCHANGED
Shares6,159 from 6,159
Change0 (0%)
Value$1.7M (+$53.5K)
Filed 2026-11-03
Archford Capital Strategies, LLC
DECREASED
Shares6,086 from 6,130
Change-44 (-1%)
Value$1.7M (+$40.8K)
Filed 2026-10-19
Flavin Financial Services, Inc.
INCREASED
Shares6,076 from 5,284
Change+792 (+15%)
Value$1.7M (+$269.5K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.7M (+$52.1K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares5,946 from 5,988
Change-42 (-1%)
Value$1.7M (+$40.1K)
Filed 2026-10-13
Old National Bancorp
DECREASED
Shares5,940 from 6,185
Change-245 (-4%)
Value$1.7M (-$15.5K)
Filed 2026-10-20
Indivisible Partners
UNCHANGED
Shares5,929 from 5,929
Change0 (0%)
Value$1.7M (+$51.5K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares5,663 from 5,656
Change+7 (+0%)
Value$1.6M (+$51.1K)
Filed 2026-10-28
StoryOne LLC
INCREASED
Shares5,658 from 3,375
Change+2,283 (+68%)
Value$1.6M (+$673.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,649 from 5,582
Change+67 (+1%)
Value$1.6M (+$67.4K)
Filed 2026-10-27
Investment Planning Advisors, Inc.
DECREASED
Shares5,454 from 5,558
Change-104 (-2%)
Value$1.5M (+$18.9K)
Filed 2026-10-14
Security Financial Services, Inc.
DECREASED
Shares5,249 from 6,094
Change-845 (-14%)
Value$1.5M (-$185.7K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares5,246 from 5,246
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares5,191 from 11,946
Change-6,755 (-57%)
Value$1.5M (-$1.8M)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares5,177 from 5,257
Change-80 (-2%)
Value$1.5M (+$23.0K)
Filed 2026-10-14
Valley National Advisers Inc
UNCHANGED
Shares4,999 from 4,999
Change0 (0%)
Value$1.4M (+$43.4K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
INCREASED
Shares4,770 from 4,758
Change+12 (+0%)
Value$1.3M (+$44.4K)
Filed 2026-10-23
RHS Financial, LLC
INCREASED
Shares4,725 from 2,330
Change+2,395 (+103%)
Value$1.3M (+$696.4K)
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares4,723 from 4,723
Change0 (0%)
Value$1.3M (+$41.0K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$1.3M (+$40.9K)
Filed 2026-10-26
Mosley Wealth Management
DECREASED
Shares4,542 from 50,608
Change-46,066 (-91%)
Value$1.3M (-$12.6M)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares4,520 from 4,620
Change-100 (-2%)
Value$1.3M (+$11.9K)
Filed 2026-10-28
Regions Financial Corp
UNCHANGED
Shares4,511 from 4,511
Change0 (0%)
Value$1.3M (+$39.2K)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares4,390 from 4,410
Change-20 (0%)
Value$1.2M (+$32.6K)
Filed 2026-11-05
LongView Wealth Management
DECREASED
Shares4,365 from 4,790
Change-425 (-9%)
Value$1.2M (-$78.4K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares4,223 from 4,395
Change-172 (-4%)
Value$1.2M (-$11.6K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
INCREASED
Shares4,119 from 4,118
Change+1 (+0%)
Value$1.2M (+$36.1K)
Filed 2026-10-22
Orser Capital Management, LLC
UNCHANGED
Shares4,115 from 4,115
Change0 (0%)
Value$381.3K (+$19.5K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares3,996 from 3,995
Change+1 (+0%)
Value$1.1M (+$34.9K)
Filed 2026-11-06
Breakwater Investment Management
DECREASED
Shares3,890 from 4,880
Change-990 (-20%)
Value$1.1M (-$237.2K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
DECREASED
Shares3,586 from 44,771
Change-41,185 (-92%)
Value$1.0M (-$11.2M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares3,559 from 4,876
Change-1,317 (-27%)
Value$1.0M (-$329.7K)
Filed 2026-11-06
West Financial Advisors, LLC
DECREASED
Shares3,559 from 3,627
Change-68 (-2%)
Value$1.0M (+$12.3K)
Filed 2026-10-22
ARK & TLK Investments, LLC
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$995.1K (+$30.6K)
Filed 2026-10-20
Parsons Capital Management Inc
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$995.1K (+$30.6K)
Filed 2026-10-28
Financial Partners Group, Inc
DECREASED
Shares3,507 from 3,519
Change-12 (0%)
Value$990.1K (+$27.2K)
Filed 2026-10-19
Citizens Financial Group Inc
NEW
Shares3,506
Change+3,506
Value$989.8K
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares3,471 from 3,493
Change-22 (-1%)
Value$979.9K (+$24.1K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares3,449 from 3,599
Change-150 (-4%)
Value$973.6K (-$11.3K)
Filed 2026-10-20
HRC Wealth Management, LLC
INCREASED
Shares3,436 from 3,428
Change+8 (+0%)
Value$970.0K (+$32.0K)
Filed 2026-10-16
TrueWealth Advisors, LLC
DECREASED
Shares3,418 from 3,518
Change-100 (-3%)
Value$964.8K (+$2.1K)
Filed 2026-10-09
HBW Advisory Services LLC
INCREASED
Shares3,291 from 3,247
Change+44 (+1%)
Value$929.1K (+$40.7K)
Filed 2026-10-15
Prospect Financial Group LLC
DECREASED
Shares3,271 from 3,276
Change-5 (0%)
Value$923.4K (+$27.0K)
Filed 2026-11-05
Sheets Smith Wealth Management
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$903.4K (+$27.8K)
Filed 2026-10-16
Riverchase Wealth Management, LLC
UNCHANGED
Shares3,195 from 3,195
Change0 (0%)
Value$902.0K (+$27.7K)
Filed 2026-10-28
Whipplewood Advisors, LLC
INCREASED
Shares3,160 from 2,969
Change+191 (+6%)
Value$892.1K (+$79.7K)
Filed 2026-10-20
Uptick Partners, LLC
DECREASED
Shares3,153 from 3,172
Change-19 (-1%)
Value$890.0K (+$22.1K)
Filed 2026-11-04
Embree Financial Group
DECREASED
Shares2,994 from 3,039
Change-45 (-1%)
Value$845.2K (+$13.7K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares2,952 from 3,257
Change-305 (-9%)
Value$833.2K (-$58.1K)
Filed 2026-10-16
Fifth Third Securities, Inc.
DECREASED
Shares2,933 from 3,027
Change-94 (-3%)
Value$828.0K (-$263)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares2,869 from 2,912
Change-43 (-1%)
Value$810.0K (+$13.1K)
Filed 2026-11-05
Family Office Research LLC
INCREASED
Shares2,858 from 2,852
Change+6 (+0%)
Value$806.9K (+$26.6K)
Filed 2026-10-14
Diversify Wealth Management, LLC
DECREASED
Shares2,853 from 3,210
Change-357 (-11%)
Value$812.4K (-$52.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares2,853 from 3,210
Change-357 (-11%)
Value$812.4K (-$52.6K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,813 from 2,868
Change-55 (-2%)
Value$794.1K (+$9.4K)
Filed 2026-10-23
Optivise Advisory Services LLC
DECREASED
Shares2,787 from 2,841
Change-54 (-2%)
Value$786.9K (+$9.4K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,782 from 2,848
Change-66 (-2%)
Value$785.3K (+$6.1K)
Filed 2026-10-13
Bailard, Inc.
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$719.0K (+$22.1K)
Filed 2026-10-13
Kane Co Wealth Management, Inc.
UNCHANGED
Shares2,515 from 2,515
Change0 (0%)
Value$710.0K (+$21.8K)
Filed 2026-11-04
Capital Planning LLC
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$707.5K (+$21.8K)
Filed 2026-10-09
First Financial Corp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$705.8K (+$21.7K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares2,474 from 2,694
Change-220 (-8%)
Value$698.5K (-$38.6K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,437 from 2,382
Change+55 (+2%)
Value$688.0K (+$36.3K)
Filed 2026-10-26
Churchill Financial Advisors, LLC
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$680.4K (+$20.9K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares2,392 from 2,391
Change+1 (+0%)
Value$675.3K (+$21.0K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$672.7K (+$20.7K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares2,364
Change+2,364
Value$667.4K
Filed 2026-11-03
Union Savings Bank
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$656.9K (+$20.2K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares2,321 from 2,351
Change-30 (-1%)
Value$655.2K (+$11.9K)
Filed 2026-11-05
BCU Wealth Advisors, LLC
INCREASED
Shares2,269 from 2,266
Change+3 (+0%)
Value$640.5K (+$20.6K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$639.7K (+$19.7K)
Filed 2026-11-03
West Wealth Group, LLC
DECREASED
Shares2,256 from 2,349
Change-93 (-4%)
Value$636.9K (-$6.0K)
Filed 2026-10-14
Bay Capital Advisors, LLC
DECREASED
Shares2,229 from 2,404
Change-175 (-7%)
Value$629.2K (-$28.8K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
INCREASED
Shares2,196 from 2,195
Change+1 (+0%)
Value$619.8K (+$19.3K)
Filed 2026-10-19
Compass Ion Advisors, LLC
DECREASED
Shares2,194 from 2,228
Change-34 (-2%)
Value$619.5K (+$9.9K)
Filed 2026-10-23
Summit Investment Advisory Services, LLC
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$606.1K (+$18.6K)
Filed 2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares2,096 from 2,094
Change+2 (+0%)
Value$591.8K (+$18.8K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares2,091 from 2,126
Change-35 (-2%)
Value$590.3K (+$8.7K)
Filed 2026-10-13
Accurate Wealth Management, LLC
DECREASED
Shares2,076 from 2,159
Change-83 (-4%)
Value$596.5K (-$1.1K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$583.8K (+$18.0K)
Filed 2026-10-21
Adelphi Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$564.6K (+$17.4K)
Filed 2026-10-05
Midwest Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$564.6K (+$17.4K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$555.6K (+$17.1K)
Filed 2026-11-03
First Citizens Bank & Trust Co
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$539.2K (+$16.6K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares1,876 from 1,847
Change+29 (+2%)
Value$529.6K (+$24.2K)
Filed 2026-10-08
Centennial Advisors, LLC
DECREASED
Shares1,869 from 1,944
Change-75 (-4%)
Value$527.5K (-$4.4K)
Filed 2026-10-21
Prosperity Financial Group, Inc.
INCREASED
Shares1,823 from 1,663
Change+160 (+10%)
Value$514.7K (+$59.6K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares1,811 from 1,794
Change+17 (+1%)
Value$511.3K (+$20.4K)
Filed 2026-10-23
Cullen T Bankers, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$508.2K (+$15.6K)
Filed 2026-10-28
Mason & Associates, LLC
DECREASED
Shares1,764 from 1,774
Change-10 (-1%)
Value$498.0K (+$12.6K)
Filed 2026-10-26
Hobart Private Capital, LLC
DECREASED
Shares1,742 from 1,777
Change-35 (-2%)
Value$491.8K (+$5.5K)
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,739 from 1,736
Change+3 (+0%)
Value$491.1K (+$16.0K)
Filed 2026-11-04
APS Management Group, Inc.
DECREASED
Shares1,699 from 2,138
Change-439 (-21%)
Value$479.8K (-$105.3K)
Filed 2026-10-14
Monument Group Wealth Advisors, LLC
UNCHANGED
Shares1,666 from 1,666
Change0 (0%)
Value$470.4K (+$14.5K)
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$467.2K (+$14.4K)
Filed 2026-11-06
Keybank National Association
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$457.6K (+$14.1K)
Filed 2026-11-04
Stage Harbor Financial, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$444.9K (+$13.7K)
Filed 2026-11-03
First Pacific Financial
INCREASED
Shares1,571 from 1,567
Change+4 (+0%)
Value$443.5K (+$14.6K)
Filed 2026-10-14
PDS Planning, Inc
INCREASED
Shares1,546 from 1,543
Change+3 (+0%)
Value$436.3K (+$14.1K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$435 (+$13)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$435.0K (+$13.4K)
Filed 2026-10-16
Moneco Advisors, LLC
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$433.9K (+$13.3K)
Filed 2026-11-05
Box Hill Private Wealth LLC
INCREASED
Shares1,511 from 1,508
Change+3 (+0%)
Value$426.6K (+$14.1K)
Filed 2026-10-05
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$413.0K (+$12.7K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares1,454 from 1,477
Change-23 (-2%)
Value$410.6K (+$6.3K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares1,443
Change+1,443
Value$407.4K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares1,443
Change+1,443
Value$407.4K
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares1,405 from 1,430
Change-25 (-2%)
Value$396.6K (+$5.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
INCREASED
Shares1,362 from 1,280
Change+82 (+6%)
Value$384.4K (+$34.1K)
Filed 2026-11-06
Global Assets Advisory, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$386.7K (+$17.1K)
Filed 2026-10-28
Navigate Wealth Management, LLC
NEW
Shares1,330
Change+1,330
Value$382.7K
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
DECREASED
Shares1,323 from 1,338
Change-15 (-1%)
Value$373.5K (+$7.4K)
Filed 2026-11-03
Factor Wealth Management LTD
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$368.0K (+$11.3K)
Filed 2026-10-08
Marino, Stram & Associates LLC
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$367.3K (+$11.3K)
Filed 2026-10-22
BAM Wealth Management, LLC
DECREASED
Shares1,298 from 2,138
Change-840 (-39%)
Value$366.4K (-$218.6K)
Filed 2026-10-15
Maia Wealth LLC
INCREASED
Shares1,295 from 1,292
Change+3 (+0%)
Value$365.6K (+$12.0K)
Filed 2026-10-19
Matisse Capital
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$358.3K (+$11.0K)
Filed 2026-10-29
Cdkv Holdings LLC
DECREASED
Shares1,236 from 1,411
Change-175 (-12%)
Value$348.9K (-$37.2K)
Filed 2026-10-28
Davidson Investment Advisors
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$339.9K (+$10.5K)
Filed 2026-10-20
Davidson Trust Co
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$339.9K (+$10.5K)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares1,184 from 1,114
Change+70 (+6%)
Value$334.3K (+$29.5K)
Filed 2026-10-14
Strategic Equity Management
DECREASED
Shares1,176 from 1,289
Change-113 (-9%)
Value$332.1K (-$20.6K)
Filed 2026-11-04
Money Concepts Capital Corp
NEW
Shares1,142
Change+1,142
Value$322.4K
Filed 2026-11-06
Flagship Private Wealth, LLC
DECREASED
Shares1,121 from 1,269
Change-148 (-12%)
Value$316.4K (-$30.9K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares1,116
Change+1,116
Value$315.1K
Filed 2026-10-29
Marquette Asset Management, LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$314.2K (+$9.7K)
Filed 2026-10-09
Teamwork Financial Advisors, LLC
NEW
Shares1,100
Change+1,100
Value$310.5K
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares1,090 from 969
Change+121 (+12%)
Value$307.7K (+$42.6K)
Filed 2026-10-07
Prospera Capital Management, LLC
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$306.3K (+$7.5K)
Filed 2026-10-19
Warner Financial, Inc
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$304.0K (+$9.4K)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares1,072 from 1,071
Change+1 (+0%)
Value$302.6K (+$9.6K)
Filed 2026-10-21
CGN Advisors LLC
DECREASED
Shares1,068 from 1,086
Change-18 (-2%)
Value$301.4K (+$4.3K)
Filed 2026-10-21
Pathway Financial Advisors LLC
DECREASED
Shares1,055 from 2,555
Change-1,500 (-59%)
Value$297.8K (-$399.0K)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares1,054 from 959
Change+95 (+10%)
Value$297.6K (+$35.1K)
Filed 2026-10-21
Base Wealth Management LLC
NEW
Shares1,052
Change+1,052
Value$297.1K
Filed 2026-10-21
Summit Asset Management, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$296.4K (+$9.1K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$291.3K (+$9.0K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares973 from 1,057
Change-84 (-8%)
Value$274.7K (-$14.5K)
Filed 2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares971 from 969
Change+2 (+0%)
Value$274.1K (+$9.0K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares969
Change+969
Value$273.6K
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares956 from 957
Change-1 (0%)
Value$269.9K (+$8.0K)
Filed 2026-10-16
Penobscot Wealth Management
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$262.8K (+$8.1K)
Filed 2026-10-21
Chilton Capital Management LLC
NEW
Shares925
Change+925
Value$261.1K
Filed 2026-10-28
Signal Advisors Wealth, LLC
DECREASED
Shares900 from 956
Change-56 (-6%)
Value$254.0K (-$7.6K)
Filed 2026-10-13
Retireful, LLC
NEW
Shares895
Change+895
Value$252.7K
Filed 2026-10-09
AdvisorNet Financial, Inc
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$249.9K (+$9.4K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED
Shares875 from 954
Change-79 (-8%)
Value$247.0K (-$14.0K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$249.8K (+$10.9K)
Filed 2026-10-27
KPP Advisory Services LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$243.4K (+$7.5K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$243.1K (+$7.8K)
Filed 2026-10-29
Latitude Advisors, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$237.7K (+$7.3K)
Filed 2026-10-27
Oppenheimer & Co Inc
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$232.6K (+$7.2K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares820 from 819
Change+1 (+0%)
Value$231.5K (+$7.3K)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$230.6K (+$7.4K)
Filed 2026-10-26
Schaeffer Financial LLC
DECREASED
Shares813 from 858
Change-45 (-5%)
Value$229.5K (-$5.3K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares808 from 830
Change-22 (-3%)
Value$228.1K (+$917)
Filed 2026-10-09
FF Advisors,LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$226.4K (+$7.0K)
Filed 2026-10-21
Evansbrook LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$217.4K (+$6.7K)
Filed 2026-10-16
Redwood Financial Network Corp
NEW
Shares757
Change+757
Value$213.7K
Filed 2026-11-03
Wealth Management Nebraska
INCREASED
Shares747 from 735
Change+12 (+2%)
Value$210.9K (+$9.8K)
Filed 2026-10-26
NTV Asset Management LLC
NEW
Shares730
Change+730
Value$206.1K
Filed 2026-10-23
Legacy Private Trust Co.
NEW
Shares730
Change+730
Value$206.1K
Filed 2026-10-06
TD Waterhouse Canada Inc.
INCREASED
Shares651 from 400
Change+251 (+63%)
Value$183.9K (+$74.7K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$178.1K (+$5.5K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares620 from 827
Change-207 (-25%)
Value$175.4K (-$51.0K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
DECREASED
Shares590 from 634
Change-44 (-7%)
Value$166.6K (-$6.9K)
Filed 2026-10-09
Archer Investment Corp
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$142.3K (+$4.4K)
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares484 from 576
Change-92 (-16%)
Value$136.6K (-$21.1K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares434 from 435
Change-1 (0%)
Value$122.5K (+$3.5K)
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$117.1K (+$1.4K)
Filed 2026-11-04
Entrust Financial LLC
INCREASED
Shares402 from 401
Change+1 (+0%)
Value$113.4K (+$3.7K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares387 from 237
Change+150 (+63%)
Value$109.3K (+$44.4K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares379 from 349
Change+30 (+9%)
Value$107.0K (+$11.5K)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$106.7K (+$3.3K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares344 from 217
Change+127 (+59%)
Value$97.1K (+$37.7K)
Filed 2026-11-04
Costello Asset Management, Inc
DECREASED
Shares324 from 353
Change-29 (-8%)
Value$91.4K (-$5.2K)
Filed 2026-10-30
GGM Financial LLC
INCREASED
Shares320 from 319
Change+1 (+0%)
Value$90.3K (+$3.0K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$84.7K (+$2.6K)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares280 from 289
Change-9 (-3%)
Value$79.0K (-$32)
Filed 2026-10-27
Country Trust Bank
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$79.0K (+$2.4K)
Filed 2026-10-30
Princeton Global Asset Management LLC
DECREASED
Shares266 from 317
Change-51 (-16%)
Value$75.1K (-$11.6K)
Filed 2026-10-21
City State Bank
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$65.5K (+$2.0K)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$60.8K (+$2.0K)
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$59.3K (+$1.8K)
Filed 2026-10-05
Trust Co of Vermont
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$57.0K (+$1.8K)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$55.1K (+$1.7K)
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$54.2K (+$1.7K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares184 from 197
Change-13 (-7%)
Value$51.9K (-$2.0K)
Filed 2026-10-22
Milestone Investment Advisors LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$49.7K (+$1.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$45.2K (+$1.4K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$44.9K (+$1.4K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares155 from 355
Change-200 (-56%)
Value$44 (-$53)
Filed 2026-10-02
Cape Investment Advisory, Inc.
DECREASED
Shares146 from 152
Change-6 (-4%)
Value$41.2K (-$309)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares137 from 73
Change+64 (+88%)
Value$38.7K (+$18.7K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$28.2K (+$868)
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$26.3K (+$807)
Filed 2026-10-28
Bfsg, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$22.0K (+$677)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$21.2K (+$651)
Filed 2026-10-06
Coston, McIsaac & Partners
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$19.5K (+$19.5K)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares67
Change+67
Value$18.9K
Filed 2026-11-06
Beacon Financial Strategies Corp
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$15.8K (+$486)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$13.3K (+$408)
Filed 2026-10-26
Collier Financial
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.2K (+$305)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$9.0K (+$278)
Filed 2026-11-04
IAG Wealth Partners, LLC
NEW
Shares29
Change+29
Value$8.2K
Filed 2026-11-06
Evermay Wealth Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$7.9K (+$243)
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$7.6K (+$250)
Filed 2026-10-29
Gen-Wealth Partners Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.1K (+$217)
Filed 2026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.2K (+$157)
Filed 2026-10-01
Gamma Investing LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.6K (+$173)
Filed 2026-10-08
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.7K (+$57)
Filed 2026-10-05
Decker Retirement Planning Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.4K (+$48)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares3 from 555
Change-552 (-99%)
Value$847 (-$151.0K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$282 (+$8)
Filed 2026-10-14
FDx Advisors, Inc.
CLOSED
Shares0 from 22,597
Change-22,597 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-05
Nations Financial Group Inc,
CLOSED
Shares0 from 8,565
Change-8,565 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-05
3Chopt Investment Partners, LLC
CLOSED
Shares0 from 6,725
Change-6,725 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-30
Cabana LLC
CLOSED
Shares0 from 2,424
Change-2,424 (-100%)
Value$0 (-$663.7K)
Filed 2026-11-04
Spire Wealth Management
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$362.3K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 1,194
Change-1,194 (-100%)
Value$0 (-$326.7K)
Filed 2026-10-26
Zega Investments, LLC
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$282.1K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-08
MGO One Seven LLC
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-28
Sowell Financial Services LLC
CLOSED
Shares0 from 731
Change-731 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-23
NBT Bank, N.A.
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$102.3K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$77.7K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$30.9K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-29
Activest Wealth Management
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-28
Envestnet Asset Management Inc
N/A
Shares— from 3,369,826
Change-3,369,826 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,529,913
Change-1,529,913 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 589,146
Change-589,146 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 570,936
Change-570,936 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 507,282
Change-507,282 (-100%)
Value—
UBS Group AG
N/A
Shares— from 459,689
Change-459,689 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 409,444
Change-409,444 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 364,847
Change-364,847 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 343,460
Change-343,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 299,443
Change-299,443 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 287,972
Change-287,972 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 217,223
Change-217,223 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 191,096
Change-191,096 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 158,902
Change-158,902 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 148,187
Change-148,187 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 146,188
Change-146,188 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 143,204
Change-143,204 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 134,408
Change-134,408 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 108,485
Change-108,485 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 102,125
Change-102,125 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 74,345
Change-74,345 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 73,871
Change-73,871 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 69,643
Change-69,643 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 67,196
Change-67,196 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,989
Change-60,989 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 58,067
Change-58,067 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 55,040
Change-55,040 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 51,215
Change-51,215 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 50,085
Change-50,085 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 45,257
Change-45,257 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 40,266
Change-40,266 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 38,974
Change-38,974 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,636
Change-37,636 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 37,446
Change-37,446 (-100%)
Value—
FMR LLC
N/A
Shares— from 34,171
Change-34,171 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 33,163
Change-33,163 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 30,685
Change-30,685 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,590
Change-28,590 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,662
Change-27,662 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 27,432
Change-27,432 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 27,055
Change-27,055 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 26,618
Change-26,618 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 25,912
Change-25,912 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 25,242
Change-25,242 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 24,363
Change-24,363 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,729
Change-23,729 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 23,476
Change-23,476 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 23,252
Change-23,252 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 23,110
Change-23,110 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,491
Change-22,491 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 22,409
Change-22,409 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,057
Change-22,057 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,539
Change-20,539 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,502
Change-20,502 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 20,280
Change-20,280 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,839
Change-18,839 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,785
Change-18,785 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,594
Change-18,594 (-100%)
Value—
&partners
N/A
Shares— from 17,392
Change-17,392 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,163
Change-17,163 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 16,822
Change-16,822 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,509
Change-16,509 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,660
Change-15,660 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 14,553
Change-14,553 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 13,935
Change-13,935 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,042
Change-13,042 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 12,230
Change-12,230 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 7,744
Change-7,744 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,254
Change-7,254 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 996
Change-996 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 947
Change-947 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 759
Change-759 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 351
Change-351 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 315
Change-315 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 269
Change-269 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 258
Change-258 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 100
Change-100 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 58
Change-58 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 42
Change-42 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
New York Life Investment Management LLC
INCREASED769,278730,563+38,715+5%$199.9M$217.2M+$17.3M2026-11-04
Vantagepoint Investment Advisers LLC
DECREASED625,173630,488-5,315-1%$172.5M$176.5M+$4.0M2026-10-26
LPL Financial LLC
INCREASED453,035446,235+6,800+2%$122.1M$127.9M+$5.8M2026-11-06
Procyon Advisors, LLC
INCREASED442,566441,124+1,442+0%$120.7M$124.9M+$4.2M2026-10-21
PNC Financial Services Group, Inc.
INCREASED435,128434,711+417+0%$118.9M$122.8M+$3.9M2026-11-06
Apella Capital, LLC
DECREASED204,539211,482-6,943-3%$57.9M$58.9M+$943.5K2026-10-08
Verus Financial Partners, Inc.
DECREASED201,113201,543-4300%$55.1M$56.8M+$1.6M2026-10-29
Kestra Advisory Services, LLC
INCREASED186,685178,867+7,818+4%$48.9M$52.7M+$3.8M2026-11-02
Savant Capital, LLC
INCREASED175,248103,295+71,953+70%$28.5M$49.5M+$20.9M2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED173,749173,309+440+0%$47.4M$49.1M+$1.6M2026-10-13
Commonwealth Equity Services, LLC
DECREASED165,433165,661-2280%$45.3M$46.7M+$1.4M2026-11-02
Truist Financial Corp
DECREASED159,640169,974-10,334-6%$46.5M$45.1M-$1.4M2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED148,676145,226+3,450+2%$39.7M$42.0M+$2.2M2026-11-05
Black Diamond Financial, LLC
DECREASED146,918149,997-3,079-2%$41.0M$41.5M+$432.8K2026-10-26
ProVise Management Group, LLC
DECREASED133,503139,081-5,578-4%$38.1M$37.7M-$367.7K2026-11-06
Capital Investment Advisors, LLC
INCREASED109,223101,496+7,727+8%$27.8M$30.8M+$3.1M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED105,32991,865+13,464+15%$25.1M$29.7K-$25.1M2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED100,65097,516+3,134+3%$26.7M$28.4M+$1.7M2026-10-27
Praetorian Wealth Management, Inc.
INCREASED96,45894,598+1,860+2%$25.9M$27.2M+$1.3M2026-10-16
FSA Wealth Partners, Inc.
INCREASED75,69440,819+34,875+85%$11.2M$21.4M+$10.2M2026-10-26
Systelligence, LLC
INCREASED71,67512,079+59,596+493%$3.3M$6.4M+$3.1M2026-11-05
Creative Planning
INCREASED70,37367,382+2,991+4%$18.4M$19.9M+$1.4M2026-11-02
Patten & Patten Inc
INCREASED68,76566,146+2,619+4%$18.1M$19.4M+$1.3M2026-10-26
Modera Wealth Management, LLC
DECREASED64,11066,094-1,984-3%$18.1M$18.1M+$13.6K2026-10-28
Colorado Capital Management, Inc.
INCREASED62,35862,091+267+0%$17.0K$17.6K+$6142026-10-15
AlphaCore Capital LLC
INCREASED61,43259,174+2,258+4%$16.2M$17.3M+$1.2M2026-11-04
HB Wealth Management, LLC
INCREASED59,53959,355+184+0%$16.2M$16.8M+$566.9K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED59,15861,076-1,918-3%$16.9M$16.9M+$21.0K2026-10-13
Capital Advantage, Inc.
DECREASED57,82658,934-1,108-2%$16.1M$16.3M+$198.8K2026-10-14
WIN Advisors, Inc
INCREASED53,90731,891+22,016+69%$8.7M$15.2M+$6.5M2026-11-06
Retirement Financial Solutions, LLC
INCREASED51,85450,416+1,438+3%$13.8M$14.6M+$843.8K2026-10-20
TriaGen Wealth Management LLC
DECREASED48,05748,100-430%$13.2M$13.6M+$405.5K2026-10-14
Steph & Co
DECREASED44,10745,326-1,219-3%$12.4M$12.5M+$49.3K2026-10-07
Stackstone Wealth, LLC
NEW41,102—+41,102——$11.6M—2026-10-19
Blackston Financial Advisory Group, LLC
DECREASED38,05439,781-1,727-4%$10.9M$10.7M-$142.3K2026-11-04
Segment Wealth Management, LLC
INCREASED36,96536,848+117+0%$10.1M$10.4M+$352.9K2026-10-26
Baker Ellis Asset Management LLC
UNCHANGED35,63035,63000%$9.7M$10.1M+$309.3K2026-10-14
Elevation Capital Advisory, LLC
NEW35,113—+35,113——$9.9M—2026-10-29
Schmidt P J Investment Management Inc
DECREASED33,98636,403-2,417-7%$10.0M$9.6M-$366.5K2026-11-02
Prospera Financial Services Inc
INCREASED32,80631,779+1,027+3%$8.7M$9.1M+$387.6K2026-11-04
Bank of New York Mellon Corp
DECREASED32,37332,393-200%$8.9M$9.1M+$275.5K2026-11-05
Phillips Financial Management, LLC
INCREASED30,53630,476+60+0%$8.3M$8.6M+$281.5K2026-10-19
Flagship Wealth Advisors, LLC
DECREASED28,11928,169-500%$7.7M$7.9M+$230.4K2026-11-03
Vise Technologies, Inc.
INCREASED26,9998,783+18,216+207%$2.4M$7.6M+$5.2M2026-10-29
Parkway Wealth Management Group, LLC
DECREASED26,61027,358-748-3%$7.5M$7.5M+$26.4K2026-10-20
Fiduciary Advisors, Inc.
INCREASED23,82323,769+54+0%$6.5M$6.7M+$221.6K2026-10-16
Endeavor Private Wealth, Inc.
DECREASED22,85126,113-3,262-12%$7.1M$6.5M-$694.3K2026-11-05
Diversified Trust Co
DECREASED22,04724,547-2,500-10%$6.7M$6.2M-$492.7K2026-11-06
Parallel Advisors, LLC
INCREASED18,98012,844+6,136+48%$3.5M$5.4M+$1.8M2026-11-03
Exchange Traded Concepts, LLC
INCREASED18,65318,525+128+1%$5.1M$5.3M+$196.9K2026-10-28
Sovran Advisors, LLC
INCREASED18,63017,697+933+5%$4.8M$5.3M+$484.9K2026-11-02
USAdvisors Wealth Management, LLC
INCREASED18,42018,058+362+2%$4.9M$5.2K-$4.9M2026-10-21
Thrivent Financial for Lutherans
DECREASED18,03718,049-120%$4.9M$5.1K-$4.9M2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED17,89217,927-350%$4.9M$5.1M+$145.7K2026-10-20
David Kennon Inc
INCREASED16,34516,168+177+1%$4.4M$4.6M+$190.3K2026-10-13
McClarren Financial Advisors, Inc.
DECREASED15,65015,774-124-1%$4.3M$4.4M+$101.9K2026-10-15
1900 Wealth Management LLC
INCREASED15,13215,130+2+0%$4.1M$4.3M+$131.9K2026-10-13
Russell Investments Group, Ltd.
DECREASED14,93115,638-707-5%$4.3M$4.2M-$63.9K2026-11-06
Independent Wealth Advisors LLC
INCREASED14,42913,357+1,072+8%$3.7M$4.1M+$418.5K2026-10-27
Atria Investments, Inc
DECREASED14,28314,861-578-4%$4.1M$4.0M-$34.2K2026-10-15
Certified Advisory Corp
DECREASED14,02714,267-240-2%$3.9M$4.0M+$56.2K2026-10-29
HF Advisory Group, LLC
INCREASED13,93413,596+338+2%$3.7M$3.9M+$213.2K2026-10-09
Montag A & Associates Inc
UNCHANGED13,81013,81000%$3.8M$3.9M+$119.9K2026-10-29
BIP Wealth, LLC
INCREASED13,7175,918+7,799+132%$1.6M$3.9M+$2.3M2026-10-22
StoneX Group Inc.
DECREASED13,43113,778-347-3%$3.8M$3.8M+$21.8K2026-11-03
Valmark Advisers, Inc.
UNCHANGED13,09813,09800%$3.6M$3.7M+$113.7K2026-11-06
Fortress Financial Solutions, LLC
NEW12,736—+12,736——$3.6M—2026-10-14
Concurrent Investment Advisors, LLC
INCREASED12,19112,170+21+0%$3.3M$3.4M+$111.6K2026-10-16
James J. Burns & Company, LLC
DECREASED11,60811,875-267-2%$3.2M$3.3M+$27.8K2026-10-22
Park Avenue Securities LLC
DECREASED11,45311,922-469-4%$3.3M$3.2K-$3.3M2026-10-26
Matthew Goff Investment Advisor, LLC
NEW11,181—+11,181——$3.2M—2026-10-13
Guidance Capital, Inc
DECREASED10,98911,217-228-2%$3.1M$3.0M-$62.1K2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
UNCHANGED10,87010,87000%$3.0M$3.1M+$94.4K2026-10-14
Choreo, LLC
INCREASED10,23810,217+21+0%$2.8M$2.9M+$94.6K2026-10-28
Lido Advisors, LLC
DECREASED10,18310,813-630-6%$3.0M$2.9M-$83.8K2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED10,08810,08800%$2.8M$2.8M+$87.6K2026-10-05
R2 Capital Strategies, LLC
INCREASED9,9399,930+9+0%$2.7M$2.8M+$88.8K2026-10-15
Financial Freedom, LLC
DECREASED9,8779,959-82-1%$2.7M$2.8M+$63.4K2026-11-06
Benchmark Financial, LLC
NEW9,613—+9,613——$2.7M—2026-10-16
US Bancorp \de\
DECREASED9,5409,562-220%$2.6M$2.7M+$76.8K2026-11-05
Hardy Reed LLC
UNCHANGED9,4009,40000%$2.6M$2.7M+$81.6K2026-11-06
Linscomb Wealth, Inc.
INCREASED9,3528,097+1,255+16%$2.2M$2.6M+$424.6K2026-11-05
Eagle Strategies LLC
INCREASED9,0338,727+306+4%$2.4M$2.6M+$162.2K2026-10-16
Brooklyn FI, LLC
INCREASED8,6528,642+10+0%$2.4M$2.4M+$66.3K2026-11-05
Legacy Advisory Services, LLC
DECREASED8,4698,495-260%$2.3M$2.4M+$66.4K2026-10-20
CoreCap Advisors, LLC
DECREASED8,4249,417-993-11%$2.6M$2.4M-$198.6K2026-10-08
Wesbanco Bank Inc
UNCHANGED8,4138,41300%$2.3M$2.4M+$73.0K2026-11-04
Salem Investment Counselors Inc
INCREASED8,1988,152+46+1%$2.2M$2.3M+$83.7K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED8,0518,270-219-3%$2.3M$2.3M+$10.0K2026-10-13
Royal Fund Management, LLC
INCREASED7,6276,930+697+10%$1.9M$2.2M+$257.0K2026-10-22
IFP Advisors, Inc
INCREASED7,5937,525+68+1%$2.1M$2.1M+$84.5K2026-10-16
SeaBridge Investment Advisors LLC
NEW7,460—+7,460——$2.1M—2026-11-02
Level Four Advisory Services, LLC
DECREASED6,6597,243-584-8%$2.0M$1.9M-$101.9K2026-11-06
Simon Quick Advisors, LLC
UNCHANGED6,6526,65200%$1.8M$1.9M+$57.7K2026-10-26
Silvia Mccoll Wealth Management, LLC
INCREASED6,4756,356+119+2%$1.7M$1.8M+$88.8K2026-10-07
Claro Advisors Inc.
DECREASED6,1826,249-67-1%$1.7M$1.7M+$35.3K2026-11-02
Advisor OS, LLC
UNCHANGED6,1596,15900%$1.7M$1.7M+$53.5K2026-11-03
Archford Capital Strategies, LLC
DECREASED6,0866,130-44-1%$1.7M$1.7M+$40.8K2026-10-19
Flavin Financial Services, Inc.
INCREASED6,0765,284+792+15%$1.4M$1.7M+$269.5K2026-10-21
Tempus Wealth Planning, LLC
UNCHANGED6,0006,00000%$1.6M$1.7M+$52.1K2026-10-14
Independent Financial Group, LLC
DECREASED5,9465,988-42-1%$1.6M$1.7M+$40.1K2026-10-13
Old National Bancorp
DECREASED5,9406,185-245-4%$1.7M$1.7M-$15.5K2026-10-20
Indivisible Partners
UNCHANGED5,9295,92900%$1.6M$1.7M+$51.5K2026-10-26
D.A. Davidson & Co.
INCREASED5,6635,656+7+0%$1.5M$1.6M+$51.1K2026-10-28
StoryOne LLC
INCREASED5,6583,375+2,283+68%$923.5K$1.6M+$673.8K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED5,6495,582+67+1%$1.5M$1.6M+$67.4K2026-10-27
Investment Planning Advisors, Inc.
DECREASED5,4545,558-104-2%$1.5M$1.5M+$18.9K2026-10-14
Security Financial Services, Inc.
DECREASED5,2496,094-845-14%$1.7M$1.5M-$185.7K2026-10-29
Allworth Financial LP
UNCHANGED5,2465,24600%$1.4M$1.4M$02026-11-06
Clear Creek Financial Management, LLC
DECREASED5,19111,946-6,755-57%$3.3M$1.5M-$1.8M2026-10-28
Mather Group, Llc.
DECREASED5,1775,257-80-2%$1.4M$1.5M+$23.0K2026-10-14
Valley National Advisers Inc
UNCHANGED4,9994,99900%$1.4M$1.4M+$43.4K2026-10-23
Harbor Asset Planning, Inc.
INCREASED4,7704,758+12+0%$1.3M$1.3M+$44.4K2026-10-23
RHS Financial, LLC
INCREASED4,7252,330+2,395+103%$637.6K$1.3M+$696.4K2026-10-13
MidAtlantic Capital Management, Inc.
UNCHANGED4,7234,72300%$1.3M$1.3M+$41.0K2026-11-05
Lanark Financial, Inc.
UNCHANGED4,7084,70800%$1.3M$1.3M+$40.9K2026-10-26
Mosley Wealth Management
DECREASED4,54250,608-46,066-91%$13.8M$1.3M-$12.6M2026-10-16
Avestar Capital, LLC
DECREASED4,5204,620-100-2%$1.3M$1.3M+$11.9K2026-10-28
Regions Financial Corp
UNCHANGED4,5114,51100%$1.2M$1.3M+$39.2K2026-11-05
AMG National Trust Bank
DECREASED4,3904,410-200%$1.2M$1.2M+$32.6K2026-11-05
LongView Wealth Management
DECREASED4,3654,790-425-9%$1.3M$1.2M-$78.4K2026-10-19
Compass Financial Management LLC
DECREASED4,2234,395-172-4%$1.2M$1.2M-$11.6K2026-10-30
Beaumont Financial Advisors, LLC
INCREASED4,1194,118+1+0%$1.1M$1.2M+$36.1K2026-10-22
Orser Capital Management, LLC
UNCHANGED4,1154,11500%$361.8K$381.3K+$19.5K2026-10-13
Merit Financial Group, LLC
INCREASED3,9963,995+1+0%$1.1M$1.1M+$34.9K2026-11-06
Breakwater Investment Management
DECREASED3,8904,880-990-20%$1.3M$1.1M-$237.2K2026-10-20
Physician Wealth Advisors, Inc.
DECREASED3,58644,771-41,185-92%$12.3M$1.0M-$11.2M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED3,5594,876-1,317-27%$1.3M$1.0M-$329.7K2026-11-06
West Financial Advisors, LLC
DECREASED3,5593,627-68-2%$992.5K$1.0M+$12.3K2026-10-22
ARK & TLK Investments, LLC
UNCHANGED3,5253,52500%$964.5K$995.1K+$30.6K2026-10-20
Parsons Capital Management Inc
UNCHANGED3,5253,52500%$964.5K$995.1K+$30.6K2026-10-28
Financial Partners Group, Inc
DECREASED3,5073,519-120%$962.9K$990.1K+$27.2K2026-10-19
Citizens Financial Group Inc
NEW3,506—+3,506——$989.8K—2026-10-23
Mission Wealth Management, LP
DECREASED3,4713,493-22-1%$955.8K$979.9K+$24.1K2026-10-15
Private Trust Co NA
DECREASED3,4493,599-150-4%$984.9K$973.6K-$11.3K2026-10-20
HRC Wealth Management, LLC
INCREASED3,4363,428+8+0%$938.0K$970.0K+$32.0K2026-10-16
TrueWealth Advisors, LLC
DECREASED3,4183,518-100-3%$962.7K$964.8K+$2.1K2026-10-09
HBW Advisory Services LLC
INCREASED3,2913,247+44+1%$888.4K$929.1K+$40.7K2026-10-15
Prospect Financial Group LLC
DECREASED3,2713,276-50%$896.4K$923.4K+$27.0K2026-11-05
Sheets Smith Wealth Management
UNCHANGED3,2003,20000%$875.6K$903.4K+$27.8K2026-10-16
Riverchase Wealth Management, LLC
UNCHANGED3,1953,19500%$874.2K$902.0K+$27.7K2026-10-28
Whipplewood Advisors, LLC
INCREASED3,1602,969+191+6%$812.4K$892.1K+$79.7K2026-10-20
Uptick Partners, LLC
DECREASED3,1533,172-19-1%$868.0K$890.0K+$22.1K2026-11-04
Embree Financial Group
DECREASED2,9943,039-45-1%$831.6K$845.2K+$13.7K2026-10-22
PFG Advisors
DECREASED2,9523,257-305-9%$891.3K$833.2K-$58.1K2026-10-16
Fifth Third Securities, Inc.
DECREASED2,9333,027-94-3%$828.3K$828.0K-$2632026-10-21
Fifth Third Bancorp
DECREASED2,8692,912-43-1%$796.9K$810.0K+$13.1K2026-11-05
Family Office Research LLC
INCREASED2,8582,852+6+0%$780.3K$806.9K+$26.6K2026-10-14
Diversify Wealth Management, LLC
DECREASED2,8533,210-357-11%$864.9K$812.4K-$52.6K2026-10-20
Diversify Advisory Services, LLC
DECREASED2,8533,210-357-11%$864.9K$812.4K-$52.6K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED2,8132,868-55-2%$784.8K$794.1K+$9.4K2026-10-23
Optivise Advisory Services LLC
DECREASED2,7872,841-54-2%$777.5K$786.9K+$9.4K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED2,7822,848-66-2%$779.2K$785.3K+$6.1K2026-10-13
Bailard, Inc.
UNCHANGED2,5472,54700%$696.9K$719.0K+$22.1K2026-10-13
Kane Co Wealth Management, Inc.
UNCHANGED2,5152,51500%$688.2K$710.0K+$21.8K2026-11-04
Capital Planning LLC
UNCHANGED2,5062,50600%$685.7K$707.5K+$21.8K2026-10-09
First Financial Corp
UNCHANGED2,5002,50000%$684.1K$705.8K+$21.7K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED2,4742,694-220-8%$737.0K$698.5K-$38.6K2026-10-14
Glass Jacobson Investment Advisors llc
INCREASED2,4372,382+55+2%$651.8K$688.0K+$36.3K2026-10-26
Churchill Financial Advisors, LLC
UNCHANGED2,4102,41000%$659.4K$680.4K+$20.9K2026-10-20
Apollon Financial, LLC
INCREASED2,3922,391+1+0%$654.3K$675.3K+$21.0K2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED2,3832,38300%$652.1K$672.7K+$20.7K2026-11-04
Ascentis Independent Advisors
NEW2,364—+2,364——$667.4K—2026-11-03
Union Savings Bank
UNCHANGED2,3272,32700%$636.7K$656.9K+$20.2K2026-10-14
Joel Isaacson & Co., LLC
DECREASED2,3212,351-30-1%$643.4K$655.2K+$11.9K2026-11-05
BCU Wealth Advisors, LLC
INCREASED2,2692,266+3+0%$620.0K$640.5K+$20.6K2026-10-16
Woodard & Co Asset Management Group Inc
UNCHANGED2,2662,26600%$620.0K$639.7K+$19.7K2026-11-03
West Wealth Group, LLC
DECREASED2,2562,349-93-4%$642.9K$636.9K-$6.0K2026-10-14
Bay Capital Advisors, LLC
DECREASED2,2292,404-175-7%$657.9K$629.2K-$28.8K2026-10-16
Client 1ST Advisory Group, LLC
INCREASED2,1962,195+1+0%$600.6K$619.8K+$19.3K2026-10-19
Compass Ion Advisors, LLC
DECREASED2,1942,228-34-2%$609.5K$619.5K+$9.9K2026-10-23
Summit Investment Advisory Services, LLC
UNCHANGED2,1472,14700%$587.5K$606.1K+$18.6K2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED2,0962,094+2+0%$572.9K$591.8K+$18.8K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED2,0912,126-35-2%$581.6K$590.3K+$8.7K2026-10-13
Accurate Wealth Management, LLC
DECREASED2,0762,159-83-4%$597.6K$596.5K-$1.1K2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED2,0682,06800%$565.9K$583.8K+$18.0K2026-10-21
Adelphi Trust Co
UNCHANGED2,0002,00000%$547.3K$564.6K+$17.4K2026-10-05
Midwest Trust Co
UNCHANGED2,0002,00000%$547.3K$564.6K+$17.4K2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED1,9681,96800%$538.5K$555.6K+$17.1K2026-11-03
First Citizens Bank & Trust Co
UNCHANGED1,9101,91000%$522.6K$539.2K+$16.6K2026-10-14
Farther Finance Advisors, LLC
INCREASED1,8761,847+29+2%$505.5K$529.6K+$24.2K2026-10-08
Centennial Advisors, LLC
DECREASED1,8691,944-75-4%$531.9K$527.5K-$4.4K2026-10-21
Prosperity Financial Group, Inc.
INCREASED1,8231,663+160+10%$455.0K$514.7K+$59.6K2026-10-29
Apollon Wealth Management, LLC
INCREASED1,8111,794+17+1%$490.9K$511.3K+$20.4K2026-10-23
Cullen T Bankers, Inc.
UNCHANGED1,8001,80000%$492.5K$508.2K+$15.6K2026-10-28
Mason & Associates, LLC
DECREASED1,7641,774-10-1%$485.4K$498.0K+$12.6K2026-10-26
Hobart Private Capital, LLC
DECREASED1,7421,777-35-2%$486.2K$491.8K+$5.5K2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED1,7391,736+3+0%$475.0K$491.1K+$16.0K2026-11-04
APS Management Group, Inc.
DECREASED1,6992,138-439-21%$585.0K$479.8K-$105.3K2026-10-14
Monument Group Wealth Advisors, LLC
UNCHANGED1,6661,66600%$455.9K$470.4K+$14.5K2026-10-21
Clearstead Advisors, LLC
UNCHANGED1,6551,65500%$452.9K$467.2K+$14.4K2026-11-06
Keybank National Association
UNCHANGED1,6211,62100%$443.6K$457.6K+$14.1K2026-11-04
Stage Harbor Financial, LLC
UNCHANGED1,5761,57600%$431.2K$444.9K+$13.7K2026-11-03
First Pacific Financial
INCREASED1,5711,567+4+0%$428.8K$443.5K+$14.6K2026-10-14
PDS Planning, Inc
INCREASED1,5461,543+3+0%$422.3K$436.3K+$14.1K2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED1,5421,54200%$422$435+$132026-10-27
Alpine Bank Wealth Management
UNCHANGED1,5411,54100%$421.7K$435.0K+$13.4K2026-10-16
Moneco Advisors, LLC
UNCHANGED1,5371,53700%$420.6K$433.9K+$13.3K2026-11-05
Box Hill Private Wealth LLC
INCREASED1,5111,508+3+0%$412.5K$426.6K+$14.1K2026-10-05
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,4631,46300%$400.3K$413.0K+$12.7K2026-10-14
Beacon Financial Group
DECREASED1,4541,477-23-2%$404.2K$410.6K+$6.3K2026-10-19
Schear Investment Advisers, LLC
NEW1,443—+1,443——$407.4K—2026-10-14
Tempo Wealth, LLC
NEW1,443—+1,443——$407.4K—2026-10-14
GC Wealth Management RIA, LLC
DECREASED1,4051,430-25-2%$391.3K$396.6K+$5.4K2026-11-02
Institute for Wealth Management, Llc.
INCREASED1,3621,280+82+6%$350.4K$384.4K+$34.1K2026-11-06
Global Assets Advisory, LLC
UNCHANGED1,3501,35000%$369.6K$386.7K+$17.1K2026-10-28
Navigate Wealth Management, LLC
NEW1,330—+1,330——$382.7K—2026-10-14
LFA - Lugano Financial Advisors SA
DECREASED1,3231,338-15-1%$366.1K$373.5K+$7.4K2026-11-03
Factor Wealth Management LTD
UNCHANGED1,3031,30300%$356.7K$368.0K+$11.3K2026-10-08
Marino, Stram & Associates LLC
UNCHANGED1,3011,30100%$356.0K$367.3K+$11.3K2026-10-22
BAM Wealth Management, LLC
DECREASED1,2982,138-840-39%$585.0K$366.4K-$218.6K2026-10-15
Maia Wealth LLC
INCREASED1,2951,292+3+0%$353.6K$365.6K+$12.0K2026-10-19
Matisse Capital
UNCHANGED1,2691,26900%$347.2K$358.3K+$11.0K2026-10-29
Cdkv Holdings LLC
DECREASED1,2361,411-175-12%$386.1K$348.9K-$37.2K2026-10-28
Davidson Investment Advisors
UNCHANGED1,2041,20400%$329.5K$339.9K+$10.5K2026-10-20
Davidson Trust Co
UNCHANGED1,2041,20400%$329.5K$339.9K+$10.5K2026-10-09
Focus Financial Network, Inc.
INCREASED1,1841,114+70+6%$304.8K$334.3K+$29.5K2026-10-14
Strategic Equity Management
DECREASED1,1761,289-113-9%$352.7K$332.1K-$20.6K2026-11-04
Money Concepts Capital Corp
NEW1,142—+1,142——$322.4K—2026-11-06
Flagship Private Wealth, LLC
DECREASED1,1211,269-148-12%$347.3K$316.4K-$30.9K2026-11-05
Virtue Capital Management, LLC
NEW1,116—+1,116——$315.1K—2026-10-29
Marquette Asset Management, LLC
UNCHANGED1,1131,11300%$304.6K$314.2K+$9.7K2026-10-09
Teamwork Financial Advisors, LLC
NEW1,100—+1,100——$310.5K—2026-10-19
Venture Visionary Partners LLC
INCREASED1,090969+121+12%$265.1K$307.7K+$42.6K2026-10-07
Prospera Capital Management, LLC
UNCHANGED1,0851,08500%$298.8K$306.3K+$7.5K2026-10-19
Warner Financial, Inc
UNCHANGED1,0771,07700%$294.7K$304.0K+$9.4K2026-11-06
McAdam, LLC
INCREASED1,0721,071+1+0%$293.0K$302.6K+$9.6K2026-10-21
CGN Advisors LLC
DECREASED1,0681,086-18-2%$297.1K$301.4K+$4.3K2026-10-21
Pathway Financial Advisors LLC
DECREASED1,0552,555-1,500-59%$696.9K$297.8K-$399.0K2026-10-07
Assetmark, Inc
INCREASED1,054959+95+10%$262.4K$297.6K+$35.1K2026-10-21
Base Wealth Management LLC
NEW1,052—+1,052——$297.1K—2026-10-21
Summit Asset Management, LLC
UNCHANGED1,0501,05000%$287.3K$296.4K+$9.1K2026-11-05
SmartHarvest Portfolios, LLC
UNCHANGED1,0321,03200%$282.4K$291.3K+$9.0K2026-10-26
Brookstone Capital Management
DECREASED9731,057-84-8%$289.2K$274.7K-$14.5K2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED971969+2+0%$265.1K$274.1K+$9.0K2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW969—+969——$273.6K—2026-10-16
CRA Financial Services, LLC
DECREASED956957-10%$261.9K$269.9K+$8.0K2026-10-16
Penobscot Wealth Management
UNCHANGED93193100%$254.8K$262.8K+$8.1K2026-10-21
Chilton Capital Management LLC
NEW925—+925——$261.1K—2026-10-28
Signal Advisors Wealth, LLC
DECREASED900956-56-6%$261.6K$254.0K-$7.6K2026-10-13
Retireful, LLC
NEW895—+895——$252.7K—2026-10-09
AdvisorNet Financial, Inc
UNCHANGED87987900%$240.5K$249.9K+$9.4K2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED875954-79-8%$261.0K$247.0K-$14.0K2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED87387300%$238.9K$249.8K+$10.9K2026-10-27
KPP Advisory Services LLC
UNCHANGED86286200%$235.9K$243.4K+$7.5K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED86186100%$235.2K$243.1K+$7.8K2026-10-29
Latitude Advisors, LLC
UNCHANGED84284200%$230.4K$237.7K+$7.3K2026-10-27
Oppenheimer & Co Inc
UNCHANGED82482400%$225.5K$232.6K+$7.2K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED820819+1+0%$224.2K$231.5K+$7.3K2026-11-05
Oakworth Capital, Inc.
UNCHANGED81781700%$223.3K$230.6K+$7.4K2026-10-26
Schaeffer Financial LLC
DECREASED813858-45-5%$234.8K$229.5K-$5.3K2026-10-23
Balefire, LLC
DECREASED808830-22-3%$227.2K$228.1K+$9172026-10-09
FF Advisors,LLC
UNCHANGED80280200%$219.5K$226.4K+$7.0K2026-10-21
Evansbrook LLC
UNCHANGED77077000%$210.7K$217.4K+$6.7K2026-10-16
Redwood Financial Network Corp
NEW757—+757——$213.7K—2026-11-03
Wealth Management Nebraska
INCREASED747735+12+2%$201.1K$210.9K+$9.8K2026-10-26
NTV Asset Management LLC
NEW730—+730——$206.1K—2026-10-23
Legacy Private Trust Co.
NEW730—+730——$206.1K—2026-10-06
TD Waterhouse Canada Inc.
INCREASED651400+251+63%$109.2K$183.9K+$74.7K2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED63163100%$172.7K$178.1K+$5.5K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED620827-207-25%$226.4K$175.4K-$51.0K2026-10-30
Armstrong Advisory Group, Inc
DECREASED590634-44-7%$173.5K$166.6K-$6.9K2026-10-09
Archer Investment Corp
UNCHANGED50450400%$137.9K$142.3K+$4.4K2026-11-05
Kingdom Financial Group Llc.
DECREASED484576-92-16%$157.7K$136.6K-$21.1K2026-11-04
Lloyd Advisory Services, Llc.
DECREASED434435-10%$119.0K$122.5K+$3.5K2026-11-02
Fairscale Capital, LLC
UNCHANGED42342300%$115.7K$117.1K+$1.4K2026-11-04
Entrust Financial LLC
INCREASED402401+1+0%$109.7K$113.4K+$3.7K2026-11-04
Blue Trust, Inc.
INCREASED387237+150+63%$64.9K$109.3K+$44.4K2026-10-15
Larson Financial Group LLC
INCREASED379349+30+9%$95.6K$107.0K+$11.5K2026-11-05
Financial Consulate, Inc
UNCHANGED37837800%$103.4K$106.7K+$3.3K2026-10-23
Creative Financial Designs Inc
INCREASED344217+127+59%$59.4K$97.1K+$37.7K2026-11-04
Costello Asset Management, Inc
DECREASED324353-29-8%$96.7K$91.4K-$5.2K2026-10-30
GGM Financial LLC
INCREASED320319+1+0%$87.3K$90.3K+$3.0K2026-11-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED30030000%$82.1K$84.7K+$2.6K2026-10-15
Bokf, NA
DECREASED280289-9-3%$79.1K$79.0K-$322026-10-27
Country Trust Bank
UNCHANGED28028000%$76.6K$79.0K+$2.4K2026-10-30
Princeton Global Asset Management LLC
DECREASED266317-51-16%$86.7K$75.1K-$11.6K2026-10-21
City State Bank
UNCHANGED23223200%$63.5K$65.5K+$2.0K2026-10-20
Comprehensive Financial Planning, Inc.
UNCHANGED21521500%$58.8K$60.8K+$2.0K2026-10-27
Acima Private Wealth, LLC
UNCHANGED21021000%$57.5K$59.3K+$1.8K2026-10-05
Trust Co of Vermont
UNCHANGED20220200%$55.3K$57.0K+$1.8K2026-10-21
Center for Financial Planning, Inc.
UNCHANGED19519500%$53.4K$55.1K+$1.7K2026-10-26
Signaturefd, LLC
UNCHANGED19219200%$52.5K$54.2K+$1.7K2026-10-23
SBI Securities Co., Ltd.
DECREASED184197-13-7%$53.9K$51.9K-$2.0K2026-10-22
Milestone Investment Advisors LLC
UNCHANGED17617600%$48.2K$49.7K+$1.5K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED16016000%$43.8K$45.2K+$1.4K2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED15915900%$43.5K$44.9K+$1.4K2026-10-13
CX Institutional
DECREASED155355-200-56%$97$44-$532026-10-02
Cape Investment Advisory, Inc.
DECREASED146152-6-4%$41.5K$41.2K-$3092026-10-13
Silver Grove Financial Group, Inc.
INCREASED13773+64+88%$20.0K$38.7K+$18.7K2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED10010000%$27.4K$28.2K+$8682026-10-15
Main Street Group, LTD
UNCHANGED939300%$25.4K$26.3K+$8072026-10-28
Bfsg, LLC
UNCHANGED787800%$21.3K$22.0K+$6772026-10-30
Central Pacific Bank - Trust Division
UNCHANGED757500%$20.5K$21.2K+$6512026-10-06
Coston, McIsaac & Partners
UNCHANGED696900%$18$19.5K+$19.5K2026-11-06
Rothwell Investment Advisors, LLC
NEW67—+67——$18.9K—2026-11-06
Beacon Financial Strategies Corp
UNCHANGED565600%$15.3K$15.8K+$4862026-10-14
Abound Wealth Management
UNCHANGED474700%$12.9K$13.3K+$4082026-10-26
Collier Financial
UNCHANGED333300%$8.9K$9.2K+$3052026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED323200%$8.8K$9.0K+$2782026-11-04
IAG Wealth Partners, LLC
NEW29—+29——$8.2K—2026-11-06
Evermay Wealth Management LLC
UNCHANGED282800%$7.7K$7.9K+$2432026-11-05
Signature Equity Partners, LLC
UNCHANGED272700%$7.3K$7.6K+$2502026-10-29
Gen-Wealth Partners Inc
UNCHANGED252500%$6.8K$7.1K+$2172026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED222200%$6.1K$6.2K+$1572026-10-01
Gamma Investing LLC
UNCHANGED202000%$5.5K$5.6K+$1732026-10-08
Gladwyn Financial Advisors, Inc.
UNCHANGED6600%$1.7K$1.7K+$572026-10-05
Decker Retirement Planning Inc.
UNCHANGED5500%$1.4K$1.4K+$482026-10-19
Citigroup Inc
DECREASED3555-552-99%$151.9K$847-$151.0K2026-11-04
Triumph Capital Management
UNCHANGED1100%$274$282+$82026-10-14
FDx Advisors, Inc.
CLOSED022,597-22,597-100%$6.2M$0-$6.2M2026-11-05
Nations Financial Group Inc,
CLOSED08,565-8,565-100%$2.3M$0-$2.3M2026-11-05
3Chopt Investment Partners, LLC
CLOSED06,725-6,725-100%$1.8M$0-$1.8M2026-10-30
Cabana LLC
CLOSED02,424-2,424-100%$663.7K$0-$663.7K2026-11-04
Spire Wealth Management
CLOSED01,324-1,324-100%$362.3K$0-$362.3K2026-10-30
Aegis Wealth Management, Inc.
CLOSED01,194-1,194-100%$326.7K$0-$326.7K2026-10-26
Zega Investments, LLC
CLOSED01,031-1,031-100%$282.1K$0-$282.1K2026-11-04
Valeo Financial Advisors, LLC
CLOSED0757-757-100%$207.1K$0-$207.1K2026-10-08
MGO One Seven LLC
CLOSED0746-746-100%$204.0K$0-$204.0K2026-10-28
Sowell Financial Services LLC
CLOSED0731-731-100%$200.1K$0-$200.1K2026-10-23
NBT Bank, N.A.
CLOSED0374-374-100%$102.3K$0-$102.3K2026-10-21
MCF Advisors LLC
CLOSED0284-284-100%$77.7K$0-$77.7K2026-10-28
Tsfg, LLC
CLOSED0199-199-100%$54.0K$0-$54.0K2026-10-23
International Assets Investment Management, LLC
CLOSED0113-113-100%$30.9K$0-$30.9K2026-11-02
Tucker Asset Management LLC
CLOSED035-35-100%$9.6K$0-$9.6K2026-10-29
Activest Wealth Management
CLOSED028-28-100%$7.7K$0-$7.7K2026-10-15
Financial Network Wealth Advisors LLC
CLOSED08-8-100%$2.2K$0-$2.2K2026-10-28
Envestnet Asset Management Inc
N/A—3,369,826-3,369,826-100%$922.1M———
Bank of America Corp
N/A—1,529,913-1,529,913-100%$418.6M———
Morgan Stanley
N/A—589,146-589,146-100%$161.2M———
Wells Fargo & Company
N/A—570,936-570,936-100%$156.2M———
Leavell Investment Management, Inc.
N/A—507,282-507,282-100%$138.8M———
UBS Group AG
N/A—459,689-459,689-100%$125.8M———
Huntington National Bank
N/A—409,444-409,444-100%$112.0M———
Ameriprise Financial Inc
N/A—364,847-364,847-100%$99.8M———
Raymond James Financial Inc
N/A—343,460-343,460-100%$94.0M———
Cetera Investment Advisers
N/A—299,443-299,443-100%$81.9M———
Northwestern Mutual Wealth Management Co
N/A—287,972-287,972-100%$78.8M———
Summit Wealth & Retirement Planning, Inc.
N/A—217,223-217,223-100%$59.4M———
Captrust Financial Advisors
N/A—191,096-191,096-100%$52.3M———
Rockefeller Capital Management L.P.
N/A—158,902-158,902-100%$43.5M———
Orion Porfolio Solutions, LLC
N/A—148,187-148,187-100%$40.5M———
IEQ Capital, LLC
N/A—146,188-146,188-100%$40.0M———
One Capital Management, LLC
N/A—143,204-143,204-100%$33.8M———
Royal Bank of Canada
N/A—134,408-134,408-100%$36.8M———
Piedmont Capital Management, LLC
N/A—108,485-108,485-100%$29.7M———
Osaic Holdings, Inc.
N/A—102,125-102,125-100%$28.0M———
JPMorgan Chase & Co
N/A—74,345-74,345-100%$20.2M———
Jones Financial Companies Lllp
N/A—73,871-73,871-100%$19.7M———
VSM Wealth Advisory, LLC
N/A—69,643-69,643-100%$19.1M———
Cozad Asset Management Inc
N/A—67,196-67,196-100%$18.4M———
Beacon Pointe Advisors, LLC
N/A—60,989-60,989-100%$16.7M———
Choate Investment Advisors
N/A—58,067-58,067-100%$15.9M———
BlackRock, Inc.
N/A—55,040-55,040-100%$15.1M———
Keel Point, LLC
N/A—51,215-51,215-100%$14.0M———
Janney Montgomery Scott LLC
N/A—50,085-50,085-100%$13.7M———
Baird Financial Group, Inc.
N/A—45,257-45,257-100%$12.4M———
Focus Partners Wealth
N/A—40,266-40,266-100%$11.0M———
Destination Wealth Management
N/A—38,974-38,974-100%$10.7M———
MML Investors Services, LLC
N/A—37,636-37,636-100%$10.3M———
CreativeOne Wealth, LLC
N/A—37,446-37,446-100%$10.2M———
FMR LLC
N/A—34,171-34,171-100%$9.4M———
Moneta Group Investment Advisors LLC
N/A—33,163-33,163-100%$9.1M———
NewEdge Advisors, LLC
N/A—30,685-30,685-100%$8.4M———
Tradition Wealth Management, LLC
N/A—29,500-29,500-100%$8.1M———
Private Advisor Group, LLC
N/A—28,590-28,590-100%$7.8M———
Wealthfront Advisers LLC
N/A—27,662-27,662-100%$7.6M———
Cerity Partners LLC
N/A—27,432-27,432-100%$7.5M———
Florida Financial Advisors, LLC
N/A—27,055-27,055-100%$7.4M———
Jump Financial, LLC
N/A—26,618-26,618-100%$7.3M———
Zhang Financial LLC
N/A—25,912-25,912-100%$7.1M———
MA Private Wealth
N/A—25,242-25,242-100%$6.9M———
Calton & Associates, Inc.
N/A—24,363-24,363-100%$6.7M———
Mariner, LLC
N/A—23,729-23,729-100%$6.5M———
Coldstream Capital Management Inc
N/A—23,476-23,476-100%$6.4M———
Spartan Wealth Advisory Services LLC
N/A—23,252-23,252-100%$6.4M———
Crews Bank & Trust
N/A—23,110-23,110-100%$6.3M———
Goldman Sachs Group Inc
N/A—22,491-22,491-100%$6.2M———
Retirement Capital Strategies
N/A—22,409-22,409-100%$6.1M———
Sanctuary Advisors, LLC
N/A—22,057-22,057-100%$6.0M———
Citadel Advisors LLC
N/A—20,539-20,539-100%$5.6M———
HighTower Advisors, LLC
N/A—20,502-20,502-100%$5.6M———
Stokes Family Office, LLC
N/A—20,280-20,280-100%$5.5M———
Quantinno Capital Management LP
N/A—18,839-18,839-100%$5.2M———
AE Wealth Management LLC
N/A—18,785-18,785-100%$5.1M———
AQR Capital Management LLC
N/A—18,594-18,594-100%$5.1M———
&partners
N/A—17,392-17,392-100%$4.8M———
Bluespring Wealth Management, LLC
N/A—17,163-17,163-100%$4.7M———
Alliancebernstein L.P.
N/A—16,822-16,822-100%$4.0M———
Harbour Investments, Inc.
N/A—16,509-16,509-100%$4.5M———
Cresset Asset Management, LLC
N/A—15,660-15,660-100%$4.3M———
Cornerstone Financial Management LLC
N/A—14,553-14,553-100%$4.0M———
Topsail Wealth Management, LLC
N/A—13,935-13,935-100%$3.8M———
Franklin Resources Inc
N/A—13,042-13,042-100%$3.6M———
Brand Asset Management Group, Inc.
N/A—12,230-12,230-100%$3.3M———
Tocqueville Asset Management L.P.
N/A—12,225-12,225-100%$3.3M———
Hilltop Wealth Advisors, LLC
N/A—11,818-11,818-100%$3.2M———
HRT Financial LP
N/A—11,070-11,070-100%$3.0M———
RiverFront Investment Group, LLC
N/A—10,806-10,806-100%$3.0M———
Steward Partners Investment Advisory, LLC
N/A—10,750-10,750-100%$2.9M———
Roble, Belko & Company, Inc
N/A—10,452-10,452-100%$2.9M———
Stifel Financial Corp
N/A—9,476-9,476-100%$2.6M———
United Capital Financial Advisors, LLC
N/A—9,301-9,301-100%$2.5M———
Thoroughbred Financial Services, LLC
N/A—9,093-9,093-100%$2.5M———
Fort Sheridan Advisors LLC
N/A—8,623-8,623-100%$2.4M———
Great Valley Advisor Group, Inc.
N/A—7,916-7,916-100%$2.2M———
Mercer Global Advisors Inc
N/A—7,747-7,747-100%$2.1M———
Park Place Capital Corp
N/A—7,744-7,744-100%$2.1M———
Renaissance Technologies LLC
N/A—7,400-7,400-100%$2.0M———
World Investment Advisors
N/A—7,254-7,254-100%$1.9M———
Bawa N Mallick Trust
N/A—6,999-6,999-100%$1.9M———
Sheridan Capital Management, LLC
N/A—6,857-6,857-100%$1.9M———
GeoWealth Management, LLC
N/A—6,496-6,496-100%$1.8M———
Vanguard National Trust Co
N/A—6,425-6,425-100%$1.8M———
MJP Associates Inc
N/A—6,159-6,159-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—6,154-6,154-100%$1.7M———
Mpwm Advisory Solutions, LLC
N/A—5,805-5,805-100%$1.6M———
XTX Topco Ltd
N/A—5,616-5,616-100%$1.5M———
Venturi Wealth Management, LLC
N/A—4,875-4,875-100%$1.3M———
Arax Advisory Partners
N/A—4,869-4,869-100%$1.3M———
Main Street Financial Solutions, LLC
N/A—4,589-4,589-100%$1.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—4,396-4,396-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—4,379-4,379-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—4,350-4,350-100%$1.2M———
QRG Capital Management, Inc.
N/A—4,217-4,217-100%$1.2M———
Smartleaf Asset Management LLC
N/A—4,208-4,208-100%$1.1M———
Pathstone Holdings, LLC
N/A—4,198-4,198-100%$1.1M———
Wescott Financial Advisory Group, LLC
N/A—4,085-4,085-100%$1.1M———
Freestone Capital Holdings, LLC
N/A—3,912-3,912-100%$1.1M———
Summit Trail Advisors, LLC
N/A—3,760-3,760-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—3,737-3,737-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—3,647-3,647-100%$998.0K———
Keystone Financial Group
N/A—3,617-3,617-100%$989.8K———
IHT Wealth Management, LLC
N/A—3,550-3,550-100%$971.4K———
Vanguard Advisers Inc
N/A—3,379-3,379-100%$924.7K———
Global Retirement Partners, LLC
N/A—3,353-3,353-100%$917.4K———
Summit Financial, LLC
N/A—3,310-3,310-100%$905.7K———
Snowden Capital Advisors LLC
N/A—3,265-3,265-100%$893.4K———
Strategies Wealth Advisors, LLC
N/A—3,160-3,160-100%$864.7K———
Front Row Advisors LLC
N/A—2,967-2,967-100%$837.4K———
Mosaic Family Wealth Partners, LLC
N/A—2,938-2,938-100%$803.8K———
Vestmark Advisory Solutions, Inc.
N/A—2,901-2,901-100%$793.9K———
Stratos Wealth Partners, Ltd.
N/A—2,884-2,884-100%$789.4K———
Greenline Partners, LLC
N/A—2,784-2,784-100%$761.8K———
Savvy Advisors, Inc.
N/A—2,779-2,779-100%$760.4K———
OneDigital Investment Advisors LLC
N/A—2,747-2,747-100%$751.5K———
Equitable Holdings, Inc.
N/A—2,740-2,740-100%$749.7K———
Ancora Advisors LLCA
N/A—2,721-2,721-100%$744.5K———
Sonoma Private Wealth LLC
N/A—2,699-2,699-100%$738.5K———
BFC Planning, Inc.
N/A—2,656-2,656-100%$726.6K———
Smith, Moore & Co.
N/A—2,599-2,599-100%$711.3K———
Hantz Financial Services, Inc.
N/A—2,576-2,576-100%$705.0K———
Nuveen, LLC
N/A—2,576-2,576-100%$704.9K———
New Republic Capital, LLC
N/A—2,495-2,495-100%$682.7K———
Meridian Wealth Advisors, LLC
N/A—2,488-2,488-100%$680.8K———
FLC Capital Advisors
N/A—2,479-2,479-100%$678.3K———
RWA Wealth Partners, LLC
N/A—2,400-2,400-100%$656.6K———
Caitlin John, LLC
N/A—2,319-2,319-100%$634.5K———
Pacific SUN Financial Corp
N/A—2,291-2,291-100%$626.9K———
Centaurus Financial, Inc.
N/A—2,288-2,288-100%$626.0K———
Tower Research Capital LLC (TRC)
N/A—2,269-2,269-100%$620.9K———
Betterment LLC
N/A—2,229-2,229-100%$610.0K———
Ameritas Advisory Services, LLC
N/A—2,211-2,211-100%$605.1K———
Howe & Rusling Inc
N/A—2,165-2,165-100%$592.5K———
Warner Group LLC
N/A—2,160-2,160-100%$591.0K———
River Wealth Advisors LLC
N/A—2,143-2,143-100%$586.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,135-2,135-100%$584.2K———
Maridea Wealth Management LLC
N/A—2,124-2,124-100%$581.2K———
Brown Brothers Harriman & Co
N/A—2,117-2,117-100%$579.3K———
Geneos Wealth Management Inc.
N/A—2,065-2,065-100%$565.1K———
Marshall Financial Group, LLC
N/A—2,056-2,056-100%$562.5K———
NorthRock Partners, LLC
N/A—2,048-2,048-100%$560.4K———
Haverford Trust Co
N/A—1,995-1,995-100%$545.9K———
Envestnet Portfolio Solutions, Inc.
N/A—1,984-1,984-100%$542.9K———
Blair William & Co
N/A—1,983-1,983-100%$542.6K———
Disciplined Investors, L.L.C.
N/A—1,971-1,971-100%$539.4K———
Stratos Investment Management, LLC
N/A—1,960-1,960-100%$536.3K———
Aspiring Ventures, LLC
N/A—1,904-1,904-100%$521.0K———
Foundations Investment Advisors, LLC
N/A—1,785-1,785-100%$488.3K———
O'shaughnessy Asset Management, LLC
N/A—1,782-1,782-100%$487.6K———
Essex Financial Services, Inc.
N/A—1,763-1,763-100%$482.3K———
CIBC Bancorp USA Inc.
N/A—1,754-1,754-100%$480.0K———
C M Bidwell & Associates LTD
N/A—1,744-1,744-100%$477.2K———
EWA, LLC
N/A—1,731-1,731-100%$473.8K———
Principal Securities, Inc.
N/A—1,726-1,726-100%$472.3K———
Avant Capital LLC
N/A—1,711-1,711-100%$468.3K———
Glenmede Trust Co NA
N/A—1,704-1,704-100%$466.3K———
EP Wealth Advisors, LLC
N/A—1,636-1,636-100%$447.8K———
Arkadios Wealth Advisors
N/A—1,619-1,619-100%$442.9K———
Vanguard Personalized Indexing Management, LLC
N/A—1,557-1,557-100%$426.0K———
Rehmann Capital Advisory Group
N/A—1,488-1,488-100%$407.2K———
Integrated Wealthcare, LLC
N/A—1,434-1,434-100%$392.4K———
Waverly Advisors, LLC
N/A—1,425-1,425-100%$389.9K———
MWA Asset Management
N/A—1,414-1,414-100%$387.0K———
Advisory Services Network, LLC
N/A—1,390-1,390-100%$380.4K———
Crux Wealth Advisors
N/A—1,387-1,387-100%$379.6K———
Bcgm Wealth Management, LLC
N/A—1,386-1,386-100%$379.4K———
MAI Capital Management
N/A—1,383-1,383-100%$378.3K———
Garden State Investment Advisory Services LLC
N/A—1,374-1,374-100%$375.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,374-1,374-100%$375.8K———
Nwam LLC
N/A—1,365-1,365-100%$373.4K———
Sfmg, LLC
N/A—1,300-1,300-100%$355.7K———
Orion Capital Management LLC
N/A—1,257-1,257-100%$343.9K———
Cambria Investment Management, L.P.
N/A—1,235-1,235-100%$337.9K———
Empowered Funds, LLC
N/A—1,235-1,235-100%$337.9K———
Composition Wealth, LLC
N/A—1,201-1,201-100%$328.6K———
Panoramic Investment Advisors, LLC
N/A—1,200-1,200-100%$328.4K———
D. E. Shaw & Co., Inc.
N/A—1,154-1,154-100%$315.8K———
Wealthspire Advisors, LLC
N/A—1,146-1,146-100%$313.7K———
Christine Messmer PC
N/A—1,141-1,141-100%$312.1K———
Gladstone Institutional Advisory LLC
N/A—1,095-1,095-100%$299.6K———
Hollencrest Capital Management
N/A—1,089-1,089-100%$298.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,078-1,078-100%$294.0K———
Pacific Point Advisors, LLC
N/A—1,074-1,074-100%$293.9K———
BTC Capital Management, Inc.
N/A—1,046-1,046-100%$286.2K———
Empower Advisory Group, LLC
N/A—1,027-1,027-100%$281.0K———
Peapack Gladstone Financial Corp
N/A—1,024-1,024-100%$280.0K———
Medallion Wealth Advisors, LLC
N/A—1,005-1,005-100%$275.0K———
Northern Trust Corp
N/A—1,000-1,000-100%$273.6K———
Advisory Alpha, LLC
N/A—1,000-1,000-100%$273.6K———
Stonebridge Financial Group, LLC / MO
N/A—996-996-100%$272.5K———
Brookwood Investment Group LLC
N/A—966-966-100%$264.3K———
Resurgent Financial Advisors LLC
N/A—956-956-100%$261.6K———
Johnson Investment Counsel Inc
N/A—947-947-100%$259.2K———
LaSalle St. Investment Advisors, LLC
N/A—928-928-100%$253.9K———
Aptus Capital Advisors, LLC
N/A—845-845-100%$231.2K———
Mayflower Financial Advisors, LLC
N/A—840-840-100%$229.8K———
Flow Traders U.S. LLC
N/A—811-811-100%$222.0K———
J. M. Brown & Associates Inc.
N/A—759-759-100%$207.7K———
Modern Wealth Management, LLC
N/A—751-751-100%$205.5K———
FLP Wealth Management, LLC
N/A—747-747-100%$204.4K———
Operose Advisors LLC
N/A—741-741-100%$202.8K———
Glen Eagle Advisors, LLC
N/A—494-494-100%$135.2K———
IFG Advisory, LLC
N/A—404-404-100%$110.5K———
Oxford Financial Group, Ltd. LLC
N/A—360-360-100%$98.5K———
Heritage Wealth Advisors
N/A—351-351-100%$96.0K———
Fiduciary Financial Advisors
N/A—315-315-100%$86.3K———
SHP Wealth Management
N/A—269-269-100%$73.6K———
Qube Research & Technologies Ltd
N/A—258-258-100%$70.6K———
Vaughan Nelson Investment Management, L.P.
N/A—205-205-100%$56.1K———
Rialto Wealth Management, LLC
N/A—203-203-100%$55.5K———
Game Plan Financial Advisors, LLC
N/A—130-130-100%$35.6K———
Kilter Group LLC
N/A—117-117-100%$32.0K———
Federation des caisses Desjardins du Quebec
N/A—100-100-100%$27.4K———
Nova Wealth Management, Inc.
N/A—100-100-100%$27.4K———
Bank of Montreal
N/A—58-58-100%$15.9K———
Johnson Financial Group, Inc.
N/A—50-50-100%$13.7K———
Kerr Financial Planning Corp
N/A—42-42-100%$11.5K———
Continuum Advisory, LLC
N/A—32-32-100%$8.8K———
Steigerwald, Gordon & Koch Inc.
N/A—20-20-100%$5.5K———
Transamerica Financial Advisors, LLC
N/A—14-14-100%$4.0K———
UBS Asset Management Americas LLC
N/A—14-14-100%$3.8K———
Measured Wealth Private Client Group, LLC
N/A—10-10-100%$2.9K———
Nalls Sherbakoff Group, LLC
N/A—2-2-100%$576———
Atomic Invest LLC
N/A—1-1-100%$142———
Showing 555 of 555 institutions