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Vanguard S&P 500 Growth ETF (VOOG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,499,546 from 3,295,310
Change+204,236 (+6%)
Value$299.1M (+$26.9M)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares1,829,134 from 1,715,087
Change+114,047 (+7%)
Value$156.4M (+$14.7M)
Filed 2026-10-28
Arista Wealth Management, LLC
DECREASED
Shares1,035,628 from 1,054,603
Change-18,975 (-2%)
Value$88.5M (+$1.4M)
Filed 2026-10-29
Joel Isaacson & Co., LLC
INCREASED
Shares927,060 from 908,664
Change+18,396 (+2%)
Value$79.2M (+$4.2M)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
INCREASED
Shares885,164 from 839,154
Change+46,010 (+5%)
Value$75.7M (+$6.3M)
Filed 2026-10-28
SMI Advisory Services, LLC
INCREASED
Shares756,331 from 5,307
Change+751,024 (+14152%)
Value$66.0M (+$65.6M)
Filed 2026-10-13
Petredis Investment Advisors LLC
INCREASED
Shares568,051 from 564,186
Change+3,865 (+1%)
Value$48.6M (+$1.9M)
Filed 2026-10-20
Principle Wealth Partners LLC
DECREASED
Shares485,659 from 515,413
Change-29,754 (-6%)
Value$41.5M (-$1.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares470,328 from 451,874
Change+18,454 (+4%)
Value$40.2K (-$37.3M)
Filed 2026-11-02
Wheelhouse Advisory Group LLC
INCREASED
Shares406,145 from 383,497
Change+22,648 (+6%)
Value$34.7M (+$3.0M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares387,738 from 369,250
Change+18,488 (+5%)
Value$33.1M (+$2.6M)
Filed 2026-11-06
Connecticut Wealth Management, LLC
DECREASED
Shares364,224 from 365,063
Change-839 (0%)
Value$31.1M (+$972.4K)
Filed 2026-10-13
Cornerstone Advisory, LLC
DECREASED
Shares351,777 from 358,268
Change-6,491 (-2%)
Value$30.1M (+$469.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares326,692 from 310,959
Change+15,733 (+5%)
Value$27.9M (+$2.2M)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares311,211 from 445,787
Change-134,576 (-30%)
Value$27.3M (-$9.2M)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares302,710 from 307,148
Change-4,438 (-1%)
Value$25.9M (+$499.1K)
Filed 2026-10-30
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares301,656 from 287,480
Change+14,176 (+5%)
Value$25.8M (+$2.0M)
Filed 2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED
Shares283,598 from 283,598
Change0 (0%)
Value$23.4M ($0)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares281,381 from 258,813
Change+22,568 (+9%)
Value$24.1M (+$2.7M)
Filed 2026-10-09
Stordahl Capital Management, Inc.
DECREASED
Shares247,316 from 249,986
Change-2,670 (-1%)
Value$21.1M (+$486.8K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares230,616 from 229,992
Change+624 (+0%)
Value$19.7M (+$711.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares218,468 from 200,080
Change+18,388 (+9%)
Value$18.7M (+$2.1M)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares217,908 from 363,150
Change-145,242 (-40%)
Value$18.6M (-$11.4M)
Filed 2026-11-02
Entrust Financial LLC
DECREASED
Shares209,291 from 218,895
Change-9,604 (-4%)
Value$17.9M (-$194.9K)
Filed 2026-11-04
Conning Inc.
UNCHANGED
Shares202,438 from 202,438
Change0 (0%)
Value$17.3M (+$579.0K)
Filed 2026-10-27
RFG Holdings, Inc.
INCREASED
Shares196,335 from 183,490
Change+12,845 (+7%)
Value$16.0M (+$810.7K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares191,397 from 181,189
Change+10,208 (+6%)
Value$16.4M (+$1.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares190,883 from 179,038
Change+11,845 (+7%)
Value$16.5M (+$1.6M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares184,339 from 139,803
Change+44,536 (+32%)
Value$15.8M (+$4.2M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares183,643 from 187,546
Change-3,903 (-2%)
Value$15.7M (+$202.8K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares178,885 from 182,671
Change-3,786 (-2%)
Value$15.3M (+$198.8K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares172,995 from 173,917
Change-922 (-1%)
Value$14.8M (+$418.6K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares160,052 from 75,745
Change+84,307 (+111%)
Value$13.7M (+$7.4M)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares150,545 from 150,864
Change-319 (0%)
Value$12.9M (-$6.4M)
Filed 2026-11-06
Ehrlich Financial Group
INCREASED
Shares134,833 from 105,549
Change+29,284 (+28%)
Value$11.5M (+$2.8M)
Filed 2026-10-20
Magnus Financial Group LLC
DECREASED
Shares125,353 from 128,749
Change-3,396 (-3%)
Value$10.7M (+$78.0K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares116,895 from 118,652
Change-1,757 (-1%)
Value$10.0M (+$189.2K)
Filed 2026-10-07
Keybank National Association
INCREASED
Shares106,958 from 103,078
Change+3,880 (+4%)
Value$9.1M (+$626.5K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares99,351 from 108,152
Change-8,801 (-8%)
Value$8.5K (-$8.9M)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares90,949 from 106,156
Change-15,207 (-14%)
Value$7.8M (-$996.3K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares89,413 from 78,167
Change+11,246 (+14%)
Value$7.6M (+$1.2M)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares88,122 from 86,196
Change+1,926 (+2%)
Value$7.5M (+$411.2K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares86,505 from 90,047
Change-3,542 (-4%)
Value$7.4M (-$45.2K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares83,794 from 119,599
Change-35,805 (-30%)
Value$7.2M (-$2.7M)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares75,690 from 81,495
Change-5,805 (-7%)
Value$6.5M (-$263.1K)
Filed 2026-11-05
Iams Wealth Management, LLC
INCREASED
Shares75,677 from 72,383
Change+3,294 (+5%)
Value$6.5M (+$488.5K)
Filed 2026-10-15
Absolute Capital Management, LLC
DECREASED
Shares74,398 from 74,529
Change-131 (0%)
Value$6.4M (+$202.0K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares70,888 from 61,505
Change+9,383 (+15%)
Value$6.1M (+$978.0K)
Filed 2026-11-04
Junk Investment Group, LLC
DECREASED
Shares69,309 from 70,546
Change-1,237 (-2%)
Value$5.9M (+$96.0K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
DECREASED
Shares61,359 from 65,616
Change-4,257 (-6%)
Value$5.2M (-$176.3K)
Filed 2026-11-03
Anson Capital, Inc.
DECREASED
Shares61,057 from 63,267
Change-2,210 (-3%)
Value$5.2M (-$7.9K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares59,054 from 69,083
Change-10,029 (-15%)
Value$5.8M (+$43.8K)
Filed 2026-10-23
Elevation Capital Advisory, LLC
DECREASED
Shares57,999 from 88,695
Change-30,696 (-35%)
Value$5.0M (-$2.4M)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED
Shares56,256 from 56,961
Change-705 (-1%)
Value$4.8M (+$102.6K)
Filed 2026-11-05
R. W. Roge & Company, Inc.
DECREASED
Shares53,511 from 54,911
Change-1,400 (-3%)
Value$4.6K (-$4.5M)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares50,515 from 49,382
Change+1,133 (+2%)
Value$4.3M (+$238.1K)
Filed 2026-10-29
Royal Fund Management, LLC
DECREASED
Shares49,289 from 51,143
Change-1,854 (-4%)
Value$4.2M (-$12.2K)
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares48,585 from 48,531
Change+54 (+0%)
Value$4.2M (+$143.4K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares46,882 from 46,479
Change+403 (+1%)
Value$4.0M (+$167.4K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares46,589 from 63,725
Change-17,136 (-27%)
Value$4.0K (-$5.3M)
Filed 2026-11-05
Verum Partners LLC
DECREASED
Shares46,091 from 50,104
Change-4,013 (-8%)
Value$3.9M (-$199.7K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares45,289 from 45,289
Change0 (0%)
Value$3.7M ($0)
Filed 2026-10-26
First Bancorp, Inc
DECREASED
Shares42,661 from 46,266
Change-3,605 (-8%)
Value$3.6M (-$175.8K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
INCREASED
Shares42,352 from 36,108
Change+6,244 (+17%)
Value$3.6M (+$637.0K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares42,329 from 40,836
Change+1,493 (+4%)
Value$3.6M (+$244.4K)
Filed 2026-10-28
Diversified Portfolios, Inc.
DECREASED
Shares42,241 from 44,112
Change-1,871 (-4%)
Value$3.6M (-$33.8K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares40,903 from 40,823
Change+80 (+0%)
Value$3.5M (+$123.7K)
Filed 2026-10-08
Garde Capital, Inc.
INCREASED
Shares40,562 from 40,062
Change+500 (+1%)
Value$3.5M (+$157.3K)
Filed 2026-10-29
Fortis Group Advisors, LLC
NEW
Shares40,363
Change+40,363
Value$3.3M
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares37,560 from 202,832
Change-165,272 (-81%)
Value$3.2M (-$13.5M)
Filed 2026-10-16
Tompkins Financial Corp
DECREASED
Shares37,436 from 37,554
Change-118 (0%)
Value$3.2M (+$97.3K)
Filed 2026-10-05
Sherman Wealth Management LLC
DECREASED
Shares37,293 from 37,758
Change-465 (-1%)
Value$3.2M (+$68.2K)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares36,992 from 34,962
Change+2,030 (+6%)
Value$3.2M (+$273.5K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares36,381 from 28,235
Change+8,146 (+29%)
Value$3.1M (+$777.1K)
Filed 2026-10-29
Lebenthal Global Advisors, LLC
INCREASED
Shares36,191 from 35,240
Change+951 (+3%)
Value$3.1M (+$182.1K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares35,629 from 6,738
Change+28,891 (+429%)
Value$3.0M (+$2.5M)
Filed 2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED
Shares35,049 from 33,186
Change+1,863 (+6%)
Value$3.0K (+$254)
Filed 2026-10-08
UMB Bank, n.a.
UNCHANGED
Shares34,884 from 34,884
Change0 (0%)
Value$3.0M (+$99.8K)
Filed 2026-11-06
Triton Wealth Management, Pllc
INCREASED
Shares34,146 from 31,938
Change+2,208 (+7%)
Value$2.8M (+$148.2K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares34,066 from 32,187
Change+1,879 (+6%)
Value$2.9M (+$252.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares33,607 from 31,376
Change+2,231 (+7%)
Value$2.9M (+$280.4K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares32,682 from 27,067
Change+5,615 (+21%)
Value$2.6M (+$404.8K)
Filed 2026-11-04
1900 Wealth Management LLC
DECREASED
Shares31,873 from 33,374
Change-1,501 (-4%)
Value$2.7M (-$32.8K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares29,518 from 24,426
Change+5,092 (+21%)
Value$2.5M (+$505.2K)
Filed 2026-11-06
Parsons Capital Management Inc
INCREASED
Shares28,553 from 23,938
Change+4,615 (+19%)
Value$2.4M (+$463.0K)
Filed 2026-10-28
Simon Quick Advisors, LLC
UNCHANGED
Shares27,475 from 27,475
Change0 (0%)
Value$2.3M (+$78.6K)
Filed 2026-10-26
Retirement Planning Group, LLC
INCREASED
Shares27,468 from 27,252
Change+216 (+1%)
Value$2.3M (+$96.4K)
Filed 2026-10-19
Ball & Co Wealth Management Inc.
NEW
Shares27,343
Change+27,343
Value$2.3M
Filed 2026-11-05
Cove Private Wealth, LLC
UNCHANGED
Shares27,200 from 27,200
Change0 (0%)
Value$2.3M (+$77.8K)
Filed 2026-10-28
Essex Bank
DECREASED
Shares26,996 from 28,018
Change-1,022 (-4%)
Value$2.3M (-$7.5K)
Filed 2026-10-16
GEN Financial Management, Inc.
UNCHANGED
Shares26,220 from 26,220
Change0 (0%)
Value$2.2M (+$75.0K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares25,911 from 26,166
Change-255 (-1%)
Value$2.2M (+$53.1K)
Filed 2026-11-04
Virtue Capital Management, LLC
DECREASED
Shares25,571 from 30,528
Change-4,957 (-16%)
Value$2.2M (-$336.4K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares24,939 from 26,095
Change-1,156 (-4%)
Value$2.1M (-$24.2K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares24,794 from 24,788
Change+6 (+0%)
Value$2.1M (+$71.3K)
Filed 2026-11-06
MSH Capital Advisors LLC
INCREASED
Shares24,494 from 22,630
Change+1,864 (+8%)
Value$2.1M (+$224.1K)
Filed 2026-11-03
Pinnacle Associates LTD
UNCHANGED
Shares24,270 from 24,270
Change0 (0%)
Value$2.1M (+$69.4K)
Filed 2026-10-20
Websterrogers Financial Advisors, LLC
INCREASED
Shares24,141 from 24,140
Change+1 (0%)
Value$2.1M (+$69.0K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares23,783 from 14,495
Change+9,288 (+64%)
Value$2.0M (+$835.4K)
Filed 2026-10-23
N10 Wealth, LLC
INCREASED
Shares23,458 from 11,742
Change+11,716 (+100%)
Value$2.0M (+$1.0M)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares23,233 from 23,021
Change+212 (+1%)
Value$2.0M (+$84.0K)
Filed 2026-10-26
High Note Wealth, LLC
UNCHANGED
Shares22,710 from 22,710
Change0 (0%)
Value$1.9M (+$65.0K)
Filed 2026-10-27
Investment Insight Wealth Management, LLC
INCREASED
Shares22,638 from 22,301
Change+337 (+2%)
Value$1.9M (+$92.6K)
Filed 2026-10-30
Gutierrez Wealth Advisory, LLC
DECREASED
Shares21,977 from 22,234
Change-257 (-1%)
Value$1.9M (+$41.6K)
Filed 2026-11-02
Entrewealth, LLC
INCREASED
Shares21,732 from 7,747
Change+13,985 (+181%)
Value$1.9M (+$1.2M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares21,465 from 19,417
Change+2,048 (+11%)
Value$1.8M (+$230.6K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares21,217 from 21,217
Change0 (0%)
Value$1.8M ($0)
Filed 2026-11-06
Summit Asset Management, LLC
UNCHANGED
Shares21,156 from 21,156
Change0 (0%)
Value$1.8M (+$60.5K)
Filed 2026-11-05
Grantvest Financial Group LLC
DECREASED
Shares21,153 from 21,457
Change-304 (-1%)
Value$1.8M (+$35.4K)
Filed 2026-10-21
KWB Wealth
DECREASED
Shares20,718 from 20,741
Change-23 (0%)
Value$1.8M (+$57.4K)
Filed 2026-10-16
National Wealth Management Group, LLC
NEW
Shares20,482
Change+20,482
Value$1.8M
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares20,100 from 20,100
Change0 (0%)
Value$1.7M (+$57.5K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares19,861 from 19,860
Change+1 (+0%)
Value$1.7M (+$56.9K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares19,559 from 19,559
Change0 (0%)
Value$1.7M (+$55.9K)
Filed 2026-10-21
Americana Partners, LLC
UNCHANGED
Shares19,506 from 19,506
Change0 (0%)
Value$1.7M (+$55.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares19,406 from 16,476
Change+2,930 (+18%)
Value$1.7M (+$297.6K)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares19,374 from 11,856
Change+7,518 (+63%)
Value$1.7M (+$676.5K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares18,709 from 18,403
Change+306 (+2%)
Value$1.6M (+$78.8K)
Filed 2026-11-05
Kroeger Financial Partners
DECREASED
Shares18,653 from 18,981
Change-328 (-2%)
Value$1.6M (+$26.2K)
Filed 2026-10-19
Seamount Financial Group Inc
UNCHANGED
Shares18,600 from 18,600
Change0 (0%)
Value$1.6M (+$53.2K)
Filed 2026-10-21
Compass Financial Group, Inc
UNCHANGED
Shares18,474 from 18,474
Change0 (0%)
Value$1.6M (+$52.8K)
Filed 2026-10-13
Apollon Financial, LLC
INCREASED
Shares18,308 from 17,369
Change+939 (+5%)
Value$1.6M (+$130.0K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares18,093 from 14,466
Change+3,627 (+25%)
Value$1.5M (+$351.4K)
Filed 2026-10-16
Armor Investment Advisors, LLC
UNCHANGED
Shares17,100 from 17,100
Change0 (0%)
Value$1.5M (+$48.9K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
INCREASED
Shares16,994 from 2,395
Change+14,599 (+610%)
Value$1.5M (+$476.4K)
Filed 2026-10-13
Facet Wealth, Inc.
DECREASED
Shares16,332 from 16,800
Change-468 (-3%)
Value$1.4M (+$8.0K)
Filed 2026-11-04
Perennial Advisors, LLC
NEW
Shares16,137
Change+16,137
Value$1.4M
Filed 2026-10-13
Beam Wealth Advisors, Inc.
DECREASED
Shares16,120 from 16,124
Change-4 (0%)
Value$1.4M (+$45.8K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares16,008 from 17,028
Change-1,020 (-6%)
Value$1.4M (-$38.5K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares15,843 from 15,395
Change+448 (+3%)
Value$1.4M (+$82.3K)
Filed 2026-10-21
Hiley Hunt Wealth Management
DECREASED
Shares15,396 from 15,729
Change-333 (-2%)
Value$1.3M (+$16.5K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
NEW
Shares15,107
Change+15,107
Value$1.3M
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares14,766 from 14,851
Change-85 (-1%)
Value$1.3M (+$35.2K)
Filed 2026-10-28
Mission Wealth Management, LP
INCREASED
Shares14,575 from 10,974
Change+3,601 (+33%)
Value$1.2M (+$339.1K)
Filed 2026-10-15
RAM Investment Partners, LLC
NEW
Shares14,493
Change+14,493
Value$1.2M
Filed 2026-10-21
Cherrydale Wealth Management, LLC
INCREASED
Shares14,385 from 14,367
Change+18 (+0%)
Value$1.2M (+$42.6K)
Filed 2026-10-20
CWS Financial Advisors, LLC
INCREASED
Shares14,308 from 14,085
Change+223 (+2%)
Value$1.2M (+$59.3K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares14,249 from 14,608
Change-359 (-2%)
Value$1.2M (+$11.1K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares14,174 from 14,028
Change+146 (+1%)
Value$1.2M (+$52.6K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED
Shares14,072 from 14,057
Change+15 (+0%)
Value$1.2M (+$41.5K)
Filed 2026-10-26
Northern Lights Advisors, Inc.
INCREASED
Shares13,518 from 13,516
Change+2 (+0%)
Value$1.2M (+$38.8K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares13,372 from 12,684
Change+688 (+5%)
Value$1.1M (+$95.1K)
Filed 2026-11-06
Core Wealth Partners LLC
INCREASED
Shares13,075 from 10,137
Change+2,938 (+29%)
Value$1.1M (+$280.2K)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED
Shares13,022 from 12,326
Change+696 (+6%)
Value$1.1M (+$94.7K)
Filed 2026-10-05
Archer Investment Corp
UNCHANGED
Shares12,721 from 12,721
Change0 (0%)
Value$1.1M (+$36.4K)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares12,707 from 3,604
Change+9,103 (+253%)
Value$1.1M (+$788.5K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares12,512 from 12,165
Change+347 (+3%)
Value$1.1M (+$64.4K)
Filed 2026-11-05
Saxony Capital Management, LLC
INCREASED
Shares12,143 from 11,530
Change+613 (+5%)
Value$1.0M (+$85.4K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares12,032 from 11,291
Change+741 (+7%)
Value$1.0M (+$95.6K)
Filed 2026-11-03
PCA Investment Advisory Services Inc.
INCREASED
Shares11,954 from 10,617
Change+1,337 (+13%)
Value$1.0M (+$144.6K)
Filed 2026-10-13
Laurel Wealth Planning LLC
UNCHANGED
Shares11,752 from 11,752
Change0 (0%)
Value$1.0M (+$33.6K)
Filed 2026-11-02
Bluesphere Advisors LLC
DECREASED
Shares11,244 from 14,259
Change-3,015 (-21%)
Value$961.1K (-$217.0K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares11,136 from 11,136
Change0 (0%)
Value$951.9K (+$31.8K)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares10,978 from 11,204
Change-226 (-2%)
Value$938.4K (+$12.7K)
Filed 2026-10-29
Blackston Financial Advisory Group, LLC
DECREASED
Shares10,870 from 10,965
Change-95 (-1%)
Value$929.2K (+$23.3K)
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares10,736 from 10,734
Change+2 (+0%)
Value$917.7K (+$30.8K)
Filed 2026-11-03
Glenview Trust Co
NEW
Shares10,730
Change+10,730
Value$917.2K
Filed 2026-10-28
Ritholtz Wealth Management
DECREASED
Shares10,511 from 10,798
Change-287 (-3%)
Value$898.5K (+$6.3K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares10,491 from 9,831
Change+660 (+7%)
Value$896.7K (+$84.5K)
Filed 2026-10-27
One Day In July LLC
DECREASED
Shares10,439 from 11,437
Change-998 (-9%)
Value$892.3K (-$52.6K)
Filed 2026-10-30
Hobart Private Capital, LLC
UNCHANGED
Shares10,302 from 10,302
Change0 (0%)
Value$880.6K (+$29.5K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
DECREASED
Shares10,209 from 10,222
Change-13 (0%)
Value$872.7K (+$28.1K)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares10,110 from 9,217
Change+893 (+10%)
Value$864.2K (+$102.7K)
Filed 2026-11-06
Greenleaf Trust
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$859.1K (+$28.7K)
Filed 2026-10-29
CapWealth Advisors, LLC
UNCHANGED
Shares9,978 from 9,978
Change0 (0%)
Value$852.9K (+$28.5K)
Filed 2026-10-05
Diversified Trust Co
NEW
Shares9,906
Change+9,906
Value$846.8K
Filed 2026-11-06
Fairscale Capital, LLC
UNCHANGED
Shares9,671 from 9,671
Change0 (0%)
Value$781.5K (-$17.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares9,616 from 1,939
Change+7,677 (+396%)
Value$823.7K (+$664.2K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares9,598
Change+9,598
Value$820.4K
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares9,551 from 13,936
Change-4,385 (-31%)
Value$816.4K (-$335.0K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares9,460 from 9,440
Change+20 (+0%)
Value$808.6K (+$28.7K)
Filed 2026-10-19
Midwest Financial Network, LLC
DECREASED
Shares9,247 from 21,454
Change-12,207 (-57%)
Value$790.4K (-$982.1K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares9,234 from 2,224
Change+7,010 (+315%)
Value$789.3K (+$605.6K)
Filed 2026-10-23
Sterling Investment Counsel, LLC
UNCHANGED
Shares9,218 from 9,218
Change0 (0%)
Value$787.9K (+$26.4K)
Filed 2026-10-19
Security Financial Services, Inc.
DECREASED
Shares9,072 from 9,162
Change-90 (-1%)
Value$775.5K (+$18.5K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
DECREASED
Shares8,996 from 9,252
Change-256 (-3%)
Value$769.0K (+$4.6K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares8,950 from 3,631
Change+5,319 (+146%)
Value$765.1K (+$465.0K)
Filed 2026-10-27
Prairiewood Capital, LLC
DECREASED
Shares8,904 from 10,200
Change-1,296 (-13%)
Value$761.1K (-$81.6K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares8,820 from 8,826
Change-6 (0%)
Value$753.9K (+$24.7K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares8,812 from 10,507
Change-1,695 (-16%)
Value$753.3K (-$114.8K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
INCREASED
Shares8,687 from 8,679
Change+8 (+0%)
Value$742.6K (+$25.5K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares8,682 from 8,682
Change0 (0%)
Value$742.1K (+$24.8K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares8,665 from 8,585
Change+80 (+1%)
Value$740.7K (+$31.4K)
Filed 2026-10-14
Calamos Wealth Management LLC
UNCHANGED
Shares8,514 from 8,514
Change0 (0%)
Value$727.8K (+$24.4K)
Filed 2026-11-02
Wagner Wealth Management, Corp
NEW
Shares8,364
Change+8,364
Value$715.0K
Filed 2026-10-20
Southland Equity Partners LLC
UNCHANGED
Shares8,238 from 8,238
Change0 (0%)
Value$704.2K (+$23.6K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares8,127
Change+8,127
Value$650
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares8,116 from 8,408
Change-292 (-3%)
Value$693.8K (-$913)
Filed 2026-10-23
WealthCare Investment Partners, LLC
DECREASED
Shares8,048 from 8,357
Change-309 (-4%)
Value$687.9K (-$2.5K)
Filed 2026-11-05
James J. Burns & Company, LLC
INCREASED
Shares7,948 from 7,942
Change+6 (+0%)
Value$679.4K (+$23.3K)
Filed 2026-10-22
Guidance Point Advisors, LLC
INCREASED
Shares7,847 from 7,838
Change+9 (+0%)
Value$671.0K (+$23.2K)
Filed 2026-10-15
Rodgers & Associates, LTD
DECREASED
Shares7,839 from 8,118
Change-279 (-3%)
Value$670.1K (-$631)
Filed 2026-10-20
Central Trust Co
INCREASED
Shares7,836 from 3,306
Change+4,530 (+137%)
Value$669.8K (+$396.7K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares7,770 from 7,768
Change+2 (+0%)
Value$664.2K (+$22.4K)
Filed 2026-10-13
Black Diamond Financial, LLC
UNCHANGED
Shares7,578 from 7,578
Change0 (0%)
Value$647.8K (+$21.7K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares7,494 from 6,512
Change+982 (+15%)
Value$640.6K (+$102.6K)
Filed 2026-11-05
Soltis Investment Advisors LLC
DECREASED
Shares7,493 from 8,401
Change-908 (-11%)
Value$640.5K (-$53.6K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares7,446 from 5,898
Change+1,548 (+26%)
Value$640.6K (+$149.2K)
Filed 2026-10-28
Gemmer Asset Management LLC
UNCHANGED
Shares7,442 from 7,442
Change0 (0%)
Value$636.1K (+$21.3K)
Filed 2026-10-16
Shelter Rock Management, LLC
INCREASED
Shares7,420 from 7,406
Change+14 (+0%)
Value$644.2K (+$32.3K)
Filed 2026-10-09
Bank of New Hampshire
DECREASED
Shares7,326 from 8,958
Change-1,632 (-18%)
Value$626.2K (-$113.9K)
Filed 2026-10-06
StoneX Group Inc.
INCREASED
Shares7,243 from 5,826
Change+1,417 (+24%)
Value$619.1K (+$137.8K)
Filed 2026-11-03
IFG Advisors, LLC
UNCHANGED
Shares7,172 from 7,172
Change0 (0%)
Value$613.1K (+$20.5K)
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares7,170 from 7,170
Change0 (0%)
Value$612.9K (+$20.5K)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares7,054 from 3,527
Change+3,527 (+100%)
Value$602.9K (+$311.6K)
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED
Shares6,936 from 12,293
Change-5,357 (-44%)
Value$592.9K (-$422.7K)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares6,826 from 8,929
Change-2,103 (-24%)
Value$583.5K (-$154.3K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares6,822 from 4,030
Change+2,792 (+69%)
Value$559.7K (+$236.1K)
Filed 2026-10-27
DB Fitzpatrick & Co, Inc
DECREASED
Shares6,814 from 6,984
Change-170 (-2%)
Value$582.5K (+$5.4K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares6,746 from 6,457
Change+289 (+4%)
Value$576.7K (+$40.0K)
Filed 2026-10-26
Ring Mountain Capital, LLC
UNCHANGED
Shares6,744 from 6,744
Change0 (0%)
Value$576.5K (+$19.3K)
Filed 2026-10-13
Cowa, LLC
INCREASED
Shares6,532 from 6,467
Change+65 (+1%)
Value$558.4K (+$24.1K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares6,506 from 6,501
Change+5 (+0%)
Value$556.1K (+$19.0K)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares6,480 from 6,300
Change+180 (+3%)
Value$553.9K (+$33.4K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
UNCHANGED
Shares6,474 from 6,474
Change0 (0%)
Value$565.1K (+$30.2K)
Filed 2026-10-13
Cutler Investment Counsel LLC
NEW
Shares6,468
Change+6,468
Value$552.9K
Filed 2026-10-28
Regions Financial Corp
UNCHANGED
Shares6,402 from 6,402
Change0 (0%)
Value$547.2K (+$18.3K)
Filed 2026-11-05
W Advisors, LLC
UNCHANGED
Shares6,342 from 6,342
Change0 (0%)
Value$542.1K (+$18.1K)
Filed 2026-11-02
Old National Bancorp
UNCHANGED
Shares6,294 from 6,294
Change0 (0%)
Value$538.0K (+$18.0K)
Filed 2026-10-20
Walker Asset Management, LLC
UNCHANGED
Shares6,282 from 6,282
Change0 (0%)
Value$537.0K (+$18.0K)
Filed 2026-10-13
Squire Investment Management Company, LLC
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$533.4K (+$17.8K)
Filed 2026-11-03
AmeriServ Wealth Advisors
DECREASED
Shares6,222 from 8,181
Change-1,959 (-24%)
Value$531.9K (-$144.1K)
Filed 2026-10-21
Elco Management Co., LLC
UNCHANGED
Shares6,004 from 6,004
Change0 (0%)
Value$513.2K (+$17.2K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares5,917 from 5,589
Change+328 (+6%)
Value$505.8K (+$44.0K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares5,915 from 11,125
Change-5,210 (-47%)
Value$505.6K (-$413.5K)
Filed 2026-10-27
Sapient Capital LLC
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$500.1K (+$16.7K)
Filed 2026-10-08
Flagstar Securities, Inc
UNCHANGED
Shares5,816 from 5,816
Change0 (0%)
Value$497.2K (+$16.6K)
Filed 2026-10-15
Burton Enright Welch
DECREASED
Shares5,796 from 5,891
Change-95 (-2%)
Value$495.4K (+$8.7K)
Filed 2026-11-04
Evergreen Capital Management LLC
UNCHANGED
Shares5,742 from 5,742
Change0 (0%)
Value$490.8K (+$16.4K)
Filed 2026-10-23
Terra Nova Asset Management LLC
INCREASED
Shares5,740 from 4,740
Change+1,000 (+21%)
Value$490.7K (+$99.0K)
Filed 2026-10-13
Net Worth Advisory Group
INCREASED
Shares5,703 from 5,688
Change+15 (+0%)
Value$488.7K (+$18.8K)
Filed 2026-10-20
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$487.2K (+$16.3K)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares5,630 from 4,451
Change+1,179 (+26%)
Value$489.4K (+$122.6K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
UNCHANGED
Shares5,604 from 5,604
Change0 (0%)
Value$479.0K (+$16.0K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares5,587 from 5,033
Change+554 (+11%)
Value$477.5K (+$61.7K)
Filed 2026-10-13
626 Financial, LLC
UNCHANGED
Shares5,580 from 5,580
Change0 (0%)
Value$477.0K (+$16.0K)
Filed 2026-11-04
Vigilare Wealth Management
INCREASED
Shares5,560 from 5,236
Change+324 (+6%)
Value$475.3K (+$42.7K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
INCREASED
Shares5,459 from 5,290
Change+169 (+3%)
Value$466.6K (+$29.6K)
Filed 2026-11-02
Plan Group Financial, LLC
DECREASED
Shares5,400 from 8,000
Change-2,600 (-32%)
Value$454.4K (-$206.6K)
Filed 2026-10-22
GW Henssler & Associates LTD
DECREASED
Shares5,400 from 5,571
Change-171 (-3%)
Value$461.6K (+$1.3K)
Filed 2026-10-26
Activest Wealth Management
NEW
Shares5,388
Change+5,388
Value$460.6K
Filed 2026-10-15
Innovative Wealth Building LLC
INCREASED
Shares5,289 from 3,358
Change+1,931 (+58%)
Value$452.1K (+$174.6K)
Filed 2026-10-14
Insight 2811, Inc.
INCREASED
Shares5,230 from 5,189
Change+41 (+1%)
Value$447.1K (+$18.3K)
Filed 2026-11-06
Philadelphia Trust Co
DECREASED
Shares5,052 from 47,052
Change-42,000 (-89%)
Value$432 (-$3.9M)
Filed 2026-11-05
Legacy Edge Advisors, LLC
DECREASED
Shares5,051 from 5,336
Change-285 (-5%)
Value$431.7K (-$9.1K)
Filed 2026-11-06
Apeiron RIA LLC
DECREASED
Shares5,042 from 5,067
Change-25 (0%)
Value$432.0K (+$13.4K)
Filed 2026-10-08
Roberts Wealth Advisors, LLC
INCREASED
Shares5,015 from 4,626
Change+389 (+8%)
Value$428.6K (+$46.5K)
Filed 2026-10-14
Carnegie Investment Counsel
DECREASED
Shares4,917 from 5,041
Change-124 (-2%)
Value$420.3K (+$3.8K)
Filed 2026-10-20
Valued Retirements, Inc.
INCREASED
Shares4,871 from 4,870
Change+1 (+0%)
Value$416.4K (+$14.0K)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares4,843 from 5,346
Change-503 (-9%)
Value$414.0K (-$27.7K)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares4,838 from 4,350
Change+488 (+11%)
Value$413.6K (+$54.2K)
Filed 2026-11-05
Calamos Advisors LLC
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$409.3K (+$13.7K)
Filed 2026-11-02
New Perspectives, Inc
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$404.6K (+$13.5K)
Filed 2026-10-14
Diversify Advisory Services, LLC
DECREASED
Shares4,641 from 47,159
Change-42,518 (-90%)
Value$395.2K (-$3.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares4,641 from 47,159
Change-42,518 (-90%)
Value$395.2K (-$3.4M)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares4,624 from 4,624
Change0 (0%)
Value$395.3K (+$13.2K)
Filed 2026-11-04
Clean Yield Group
INCREASED
Shares4,610 from 4,609
Change+1 (+0%)
Value$394.1K (+$13.3K)
Filed 2026-10-28
waypoint wealth counsel
DECREASED
Shares4,571 from 5,178
Change-607 (-12%)
Value$390.8K (-$37.0K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares4,569 from 4,447
Change+122 (+3%)
Value$390.6K (+$23.1K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$387.8K (+$12.8K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,513 from 4,104
Change+409 (+10%)
Value$385.8K (+$46.7K)
Filed 2026-10-27
Focus Financial Network, Inc.
DECREASED
Shares4,490 from 4,859
Change-369 (-8%)
Value$383.8K (-$17.7K)
Filed 2026-10-14
Cooper S Advisors, LLC
UNCHANGED
Shares4,486 from 4,486
Change0 (0%)
Value$383.4K (+$12.8K)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares4,482 from 4,482
Change0 (0%)
Value$383.1K (+$12.8K)
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares4,431 from 4,829
Change-398 (-8%)
Value$378.8K (-$20.2K)
Filed 2026-11-03
Revisor Wealth Management LLC
UNCHANGED
Shares4,430 from 4,430
Change0 (0%)
Value$370.0K (+$3.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares4,310 from 4,059
Change+251 (+6%)
Value$367.2K (+$31.9K)
Filed 2026-10-15
AMG National Trust Bank
INCREASED
Shares4,303 from 3,403
Change+900 (+26%)
Value$367.8K (+$86.7K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
DECREASED
Shares4,299 from 4,480
Change-181 (-4%)
Value$367.5K (+$9.9K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
UNCHANGED
Shares4,279 from 4,279
Change0 (0%)
Value$365.8K (+$12.2K)
Filed 2026-11-05
ForthRight Wealth Management, LLC
INCREASED
Shares4,274 from 4,272
Change+2 (+0%)
Value$365.4K (+$12.4K)
Filed 2026-11-06
BCM Advisors, LLC
UNCHANGED
Shares4,254 from 4,254
Change0 (0%)
Value$343.8K (+$4.2K)
Filed 2026-11-03
Pacific Center for Financial Services
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$363.1K (+$12.2K)
Filed 2026-10-15
Beacon Capital Management, LLC
INCREASED
Shares4,193 from 4,188
Change+5 (+0%)
Value$358.4K (+$12.4K)
Filed 2026-10-23
WBH Advisory Inc
UNCHANGED
Shares4,182 from 4,182
Change0 (0%)
Value$357.4K (+$12.0K)
Filed 2026-11-05
Five Pine Wealth Management
INCREASED
Shares4,126 from 4,121
Change+5 (+0%)
Value$352.7K (+$12.2K)
Filed 2026-10-20
Griffin Asset Management, Inc.
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$351.3K (+$11.8K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares4,092 from 3,750
Change+342 (+9%)
Value$349.8K (+$40.0K)
Filed 2026-10-26
Willner & Heller, LLC
INCREASED
Shares4,061 from 4,056
Change+5 (+0%)
Value$347.1K (+$12.0K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares4,032 from 4,032
Change0 (0%)
Value$344.7K (+$11.5K)
Filed 2026-10-30
First Heartland Consultants, Inc.
UNCHANGED
Shares4,027 from 4,027
Change0 (0%)
Value$344.2K (+$11.5K)
Filed 2026-10-08
Pacific Asset Management, LLC
INCREASED
Shares4,014 from 4,010
Change+4 (+0%)
Value$343.2K (+$11.8K)
Filed 2026-10-15
Carmel Capital Partners, LLC
DECREASED
Shares3,906 from 6,609
Change-2,703 (-41%)
Value$333.9K (-$212.1K)
Filed 2026-11-03
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$333.8K (+$11.2K)
Filed 2026-10-14
SP Asset Management LLC
INCREASED
Shares3,897 from 3,894
Change+3 (+0%)
Value$333.2K (+$11.5K)
Filed 2026-11-05
Richwood Investment Advisors, LLC
DECREASED
Shares3,888 from 4,044
Change-156 (-4%)
Value$332.3K (-$1.8K)
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares3,878 from 4,129
Change-251 (-6%)
Value$331.5K (-$9.6K)
Filed 2026-10-21
SteelPeak Wealth, LLC
UNCHANGED
Shares3,864 from 3,864
Change0 (0%)
Value$330.3K (+$11.1K)
Filed 2026-10-16
Tlwm
UNCHANGED
Shares3,841 from 3,841
Change0 (0%)
Value$328.3K (+$11.0K)
Filed 2026-10-09
Market Street Wealth Management Advisors LLC
DECREASED
Shares3,826 from 4,311
Change-485 (-11%)
Value$327.0K (-$29.1K)
Filed 2026-10-09
Clarity Wealth Advisors, LLC
INCREASED
Shares3,799 from 3,798
Change+1 (+0%)
Value$324.8K (+$11.0K)
Filed 2026-10-21
Midwest Trust Co
UNCHANGED
Shares3,786 from 3,786
Change0 (0%)
Value$323.6K (+$10.8K)
Filed 2026-10-22
SevenBridge Financial Group, LLC
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$317.6K (-$4.8K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares3,772 from 3,820
Change-48 (-1%)
Value$322.5K (+$6.8K)
Filed 2026-10-29
Wedmont Private Capital
INCREASED
Shares3,752 from 2,568
Change+1,184 (+46%)
Value$324.9K (+$110.9K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
DECREASED
Shares3,732 from 4,788
Change-1,056 (-22%)
Value$319.0K (-$76.6K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,726 from 3,724
Change+2 (+0%)
Value$318.5K (+$10.8K)
Filed 2026-10-13
Old Port Advisors
UNCHANGED
Shares3,714 from 3,714
Change0 (0%)
Value$317.5K (+$10.6K)
Filed 2026-10-23
Capital Management Associates, Inc
UNCHANGED
Shares3,699 from 3,699
Change0 (0%)
Value$316.2K (+$10.6K)
Filed 2026-10-20
Accretive Wealth Partners, LLC
INCREASED
Shares3,675 from 3,673
Change+2 (+0%)
Value$314.1K (+$10.6K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$313.4K (+$10.5K)
Filed 2026-10-22
Morton Capital Management LLC
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$311.8K (+$10.4K)
Filed 2026-10-23
Kellett Wealth Advisors, LLC
INCREASED
Shares3,638 from 3,338
Change+300 (+9%)
Value$311.0K (+$35.2K)
Filed 2026-10-15
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares3,636 from 3,636
Change0 (0%)
Value$310.8K (+$10.4K)
Filed 2026-10-29
Channel Wealth LLC
DECREASED
Shares3,581 from 3,862
Change-281 (-7%)
Value$306.1K (-$13.0K)
Filed 2026-11-06
Stone Wealth Partners
NEW
Shares3,579
Change+3,579
Value$306.1K
Filed 2026-11-05
Retirement Solution LLC
UNCHANGED
Shares3,522 from 3,522
Change0 (0%)
Value$301.1K (+$10.1K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
INCREASED
Shares3,502 from 3,500
Change+2 (+0%)
Value$299.3K (+$10.2K)
Filed 2026-11-05
Lauer Wealth, LLC
NEW
Shares3,500
Change+3,500
Value$303.1K
Filed 2026-10-13
LifeGoal Investments, LLC
UNCHANGED
Shares3,487 from 3,487
Change0 (0%)
Value$298.1K (+$10.0K)
Filed 2026-10-09
Wedbush Securities Inc
DECREASED
Shares3,484 from 3,647
Change-163 (-4%)
Value$298 (-$300.7K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,481 from 3,481
Change0 (0%)
Value$297.6K (+$10.0K)
Filed 2026-10-13
Crumly & Associates Inc.
UNCHANGED
Shares3,468 from 3,468
Change0 (0%)
Value$296.4K (+$9.9K)
Filed 2026-10-07
Sprinkle Financial Consultants LLC
INCREASED
Shares3,389 from 3,385
Change+4 (+0%)
Value$289.7K (+$10.0K)
Filed 2026-10-09
Summit Financial Wealth Advisors, LLC
INCREASED
Shares3,383 from 2,952
Change+431 (+15%)
Value$289.2K (+$45.3K)
Filed 2026-10-15
BNB Wealth Management, LLC
NEW
Shares3,378
Change+3,378
Value$288.7K
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares3,312 from 3,254
Change+58 (+2%)
Value$283.1K (+$14.3K)
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares3,300 from 3,569
Change-269 (-8%)
Value$282.0K (-$12.8K)
Filed 2026-11-04
TBH Global Asset Management, LLC
UNCHANGED
Shares3,186 from 3,186
Change0 (0%)
Value$272.4K (+$9.1K)
Filed 2026-11-03
Elevation Wealth Management LLC
UNCHANGED
Shares3,174 from 3,174
Change0 (0%)
Value$271.3K (+$9.1K)
Filed 2026-11-02
Agate Pass Investment Management, LLC
INCREASED
Shares3,169 from 3,069
Change+100 (+3%)
Value$270.9K (+$17.3K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED
Shares3,067 from 1,332
Change+1,735 (+130%)
Value$262.2K (+$152.1K)
Filed 2026-10-13
Chapin Davis, Inc.
UNCHANGED
Shares3,054 from 3,054
Change0 (0%)
Value$261.1K (+$8.7K)
Filed 2026-10-09
Linscomb Wealth, Inc.
UNCHANGED
Shares3,048 from 3,048
Change0 (0%)
Value$260.5K (+$8.7K)
Filed 2026-11-05
Occidental Asset Management, LLC
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$259.1K (+$8.7K)
Filed 2026-11-05
HUB Investment Partners, LLC
NEW
Shares3,020
Change+3,020
Value$258.1K
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$257.5K (+$8.6K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares3,001 from 3,133
Change-132 (-4%)
Value$256.5K (-$2.3K)
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares2,963 from 2,962
Change+1 (+0%)
Value$253.3K (+$8.5K)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares2,945 from 4,152
Change-1,207 (-29%)
Value$251.7K (-$91.3K)
Filed 2026-11-03
Robinswood Financial LLC
DECREASED
Shares2,939 from 2,964
Change-25 (-1%)
Value$247.6K (+$2.7K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares2,932 from 2,998
Change-66 (-2%)
Value$250.6K (+$2.9K)
Filed 2026-10-13
Great Point Wealth Advisors, LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$248.7K (+$8.3K)
Filed 2026-10-15
Coquina Private Wealth LLC
INCREASED
Shares2,875 from 2,842
Change+33 (+1%)
Value$245.8K (+$10.9K)
Filed 2026-10-27
Financial Management Professionals, Inc.
INCREASED
Shares2,860 from 30
Change+2,830 (+9433%)
Value$244.5K (+$242.0K)
Filed 2026-10-23
Lauterbach Financial Advisors, LLC
INCREASED
Shares2,854 from 2,853
Change+1 (+0%)
Value$243.9K (+$8.2K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$241.6K (+$8.1K)
Filed 2026-11-02
Carroll Advisory Group, LLC
INCREASED
Shares2,814 from 2,682
Change+132 (+5%)
Value$240.6K (+$19.0K)
Filed 2026-10-16
Veracity Capital LLC
DECREASED
Shares2,808 from 2,842
Change-34 (-1%)
Value$240.0K (+$5.2K)
Filed 2026-10-08
Mullooly Asset Management, Inc.
INCREASED
Shares2,804 from 2,802
Change+2 (+0%)
Value$239.8K (+$8.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares2,785 from 2,342
Change+443 (+19%)
Value$238.7K (+$45.9K)
Filed 2026-11-02
Legacy Advisors, LLC
UNCHANGED
Shares2,784 from 2,784
Change0 (0%)
Value$238.0K (+$8.0K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,783 from 2,783
Change0 (0%)
Value$237.9K (+$8.0K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$237.6K (+$8.0K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,766 from 8,041
Change-5,275 (-66%)
Value$236.4K (-$427.9K)
Filed 2026-10-20
Evermay Wealth Management LLC
INCREASED
Shares2,743 from 2,398
Change+345 (+14%)
Value$234.5K (+$36.3K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,714 from 4,979
Change-2,265 (-45%)
Value$232.0K (-$179.3K)
Filed 2026-11-03
Opulen Financial Group LLC
INCREASED
Shares2,693 from 2,690
Change+3 (+0%)
Value$230.2K (+$8.0K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED
Shares2,670 from 3,414
Change-744 (-22%)
Value$228.2K (-$53.8K)
Filed 2026-11-05
Blue Line Capital, LLC / IL
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$225.1K (+$7.5K)
Filed 2026-11-04
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$225.1K (+$7.5K)
Filed 2026-10-27
Alternative Investment Advisors, Llc.
INCREASED
Shares2,582 from 2,580
Change+2 (+0%)
Value$220.8K (+$7.6K)
Filed 2026-11-03
Sigma Investment Counselors Inc
NEW
Shares2,581
Change+2,581
Value$220.6K
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares2,546 from 2,555
Change-9 (0%)
Value$217.6K (+$6.5K)
Filed 2026-10-08
Perigon Wealth Management, LLC
NEW
Shares2,505
Change+2,505
Value$214.1K
Filed 2026-10-22
Cordoba Advisory Partners LLC
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$213.2K (+$7.1K)
Filed 2026-10-19
Enzi Wealth
DECREASED
Shares2,477 from 2,492
Change-15 (-1%)
Value$215.3K (+$8.7K)
Filed 2026-10-14
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares2,477 from 2,477
Change0 (0%)
Value$211.7K (+$7.1K)
Filed 2026-10-22
Mullaney, Keating & Wright, Inc.
DECREASED
Shares2,476 from 2,714
Change-238 (-9%)
Value$211.6K (-$12.6K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares2,469 from 2,466
Change+3 (+0%)
Value$211.1K (+$7.3K)
Filed 2026-10-27
ARS Wealth Advisors Group, LLC
NEW
Shares2,428
Change+2,428
Value$207.5K
Filed 2026-10-16
Sightline Wealth Advisors, LLC
NEW
Shares2,400
Change+2,400
Value$205.2K
Filed 2026-10-21
Artesa Financial Group, LLC
DECREASED
Shares2,385 from 2,893
Change-508 (-18%)
Value$203.9K (-$35.1K)
Filed 2026-10-29
VestGen Advisors, LLC
NEW
Shares2,382
Change+2,382
Value$203.6K
Filed 2026-10-27
Hoertkorn Richard Charles
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$203.1K (+$6.8K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
NEW
Shares2,361
Change+2,361
Value$201.9K
Filed 2026-10-29
Tennessee Valley Asset Management Partners
NEW
Shares2,354
Change+2,354
Value$201.2K
Filed 2026-11-03
Klingman & Associates, LLC
NEW
Shares2,352
Change+2,352
Value$201.0K
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares2,202 from 1,188
Change+1,014 (+85%)
Value$188.2K (+$90.1K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares2,121 from 2,353
Change-232 (-10%)
Value$181.3K (-$13.1K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares2,040 from 1,564
Change+476 (+30%)
Value$174.4K (+$45.1K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares2,040 from 2,038
Change+2 (+0%)
Value$174.4K (+$6.0K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares1,972 from 1,531
Change+441 (+29%)
Value$168.6K (+$42.1K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$165.7K (+$6.3K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares1,908 from 120
Change+1,788 (+1490%)
Value$163.1K (+$153.2K)
Filed 2026-10-30
Fairway Wealth LLC
INCREASED
Shares1,903 from 1,901
Change+2 (+0%)
Value$162.7K (+$5.6K)
Filed 2026-10-30
Chapman Financial Group, LLC
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$145.5K (+$4.9K)
Filed 2026-10-26
Align Financial, LLC
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$145.1K (+$4.9K)
Filed 2026-10-16
Sage Mountain Advisors LLC
DECREASED
Shares1,601 from 3,090
Change-1,489 (-48%)
Value$136.9K (-$118.5K)
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$134.9K (+$4.5K)
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$127.7K (+$4.3K)
Filed 2026-10-08
Trust Co of Vermont
INCREASED
Shares1,452 from 78
Change+1,374 (+1762%)
Value$124.1K (+$117.7K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares1,330 from 1,102
Change+228 (+21%)
Value$113.7K (+$22.6K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares1,260
Change+1,260
Value$107.7K
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$98.0K (+$3.3K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,104 from 888
Change+216 (+24%)
Value$94.4K (+$21.0K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares1,001 from 525
Change+476 (+91%)
Value$85.6K (+$42.2K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares945 from 6
Change+939 (+15650%)
Value$80.8K (+$80.3K)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares932 from 2,211
Change-1,279 (-58%)
Value$79.6K (-$103.0K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares906 from 905
Change+1 (+0%)
Value$77.5K (+$2.7K)
Filed 2026-11-05
Union Savings Bank
DECREASED
Shares838 from 1,140
Change-302 (-26%)
Value$71.6K (-$22.6K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$69.8K (+$2.3K)
Filed 2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$64.6K (+$2.2K)
Filed 2026-10-15
Barrett & Company, Inc.
INCREASED
Shares719 from 718
Change+1 (+0%)
Value$61.5K (+$2.1K)
Filed 2026-10-22
Hartford Financial Management Inc.
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$54.4K (+$1.8K)
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares600 from 599
Change+1 (+0%)
Value$51.3K (+$1.8K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$51.3K (+$1.7K)
Filed 2026-10-30
Vestor Capital, LLC
INCREASED
Shares590 from 165
Change+425 (+258%)
Value$123 (+$63)
Filed 2026-11-04
Birchwood Financial Partners, Inc.
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$49.9K (+$1.7K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares534 from 540
Change-6 (-1%)
Value$45.6K (+$1.0K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares516 from 504
Change+12 (+2%)
Value$44.1K (+$2.5K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$44.1K (+$1.5K)
Filed 2026-10-15
Old Second National Bank of Aurora
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$43.6K (+$1.5K)
Filed 2026-10-22
Bear Mountain Capital, Inc.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$42.1K (+$369)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$42.1K (+$1.4K)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$37.4K (+$1.3K)
Filed 2026-10-15
Country Trust Bank
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$35.4K (+$1.2K)
Filed 2026-10-30
Financial Perspectives, Inc
DECREASED
Shares370 from 388
Change-18 (-5%)
Value$31.6K (-$429)
Filed 2026-11-03
West Branch Capital LLC
INCREASED
Shares359 from 307
Change+52 (+17%)
Value$30.7K (+$5.3K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$28.2K (+$943)
Filed 2026-10-16
Pathway Financial Advisers, LLC
NEW
Shares323
Change+323
Value$27.6K
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares313 from 181
Change+132 (+73%)
Value$26.7K (+$11.8K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares313 from 306
Change+7 (+2%)
Value$26.8K (+$1.5K)
Filed 2026-11-02
Nemes Rush Group LLC
DECREASED
Shares306 from 2,136
Change-1,830 (-86%)
Value$26.2K (-$150.3K)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares258 from 294
Change-36 (-12%)
Value$22 (-$2)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$22.1K (+$738)
Filed 2026-10-16
CX Institutional
INCREASED
Shares247 from 246
Change+1 (+0%)
Value$21 (+$1)
Filed 2026-10-02
Duncker Streett & Co Inc
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$20.5K (+$686)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares227 from 300
Change-73 (-24%)
Value$19.4K (-$5.4K)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$18.5K (+$618)
Filed 2026-10-22
Grove Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$572)
Filed 2026-10-08
Toth Financial Advisory Corp
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$16.9K (+$568)
Filed 2026-10-08
Key Capital Management, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$15.4K (+$514)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$14.0K (+$484)
Filed 2026-10-27
Rakuten Securities, Inc.
DECREASED
Shares150 from 225
Change-75 (-33%)
Value$12.8K (-$5.8K)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.8K (+$429)
Filed 2026-10-08
Kingdom Financial Group Llc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.8K (+$429)
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares145 from 144
Change+1 (+1%)
Value$12.4K (+$428)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares114
Change+114
Value$9.8K
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$9.2K (+$309)
Filed 2026-10-26
IAG Wealth Partners, LLC
DECREASED
Shares97 from 120
Change-23 (-19%)
Value$8.3K (-$1.6K)
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$8 (+$1)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$8.2K (+$274)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$7.7K (+$258)
Filed 2026-10-28
Olistico Wealth, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$7.2K (+$240)
Filed 2026-10-05
Versant Capital Management, Inc
INCREASED
Shares77 from 73
Change+4 (+5%)
Value$6.6K (+$554)
Filed 2026-10-02
RHL Group, LLC
DECREASED
Shares75 from 97
Change-22 (-23%)
Value$6.4K (-$1.6K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares72
Change+72
Value$6.2K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.6K (+$189)
Filed 2026-10-14
Southern Michigan Bank & Trust
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.6K (+$189)
Filed 2026-10-19
Go Invest LLC
INCREASED
Shares63 from 61
Change+2 (+3%)
Value$5.4K (+$322)
Filed 2026-10-09
Elevated Capital Advisors, LLC
INCREASED
Shares49 from 30
Change+19 (+63%)
Value$4.2K (+$1.7K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.1K (+$138)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.6K (+$120)
Filed 2026-10-06
Jacobi Capital Management LLC
NEW
Shares36
Change+36
Value$3.1K
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.1K (+$124)
Filed 2026-10-09
Financial Freedom, LLC
NEW
Shares35
Change+35
Value$3.0K
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (+$85)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (+$85)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares18
Change+18
Value$1.5K
Filed 2026-11-04
Center for Financial Planning, Inc.
DECREASED
Shares18 from 36
Change-18 (-50%)
Value$1.5K (-$1.4K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (+$54)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (+$51)
Filed 2026-10-23
DecisionPoint Financial, LLC
NEW
Shares12
Change+12
Value$1.0K
Filed 2026-10-27
Private Wealth Management Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (+$36)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 7,007
Change-7,007 (-100%)
Value$0 (-$578.9K)
Filed 2026-10-21
Sweeney & Michel, LLC
CLOSED
Shares0 from 5,146
Change-5,146 (-100%)
Value$0 (-$439.5K)
Filed 2026-10-16
Sepio Capital, LP
CLOSED
Shares0 from 4,654
Change-4,654 (-100%)
Value$0 (-$384.5K)
Filed 2026-10-22
Eddie Patel Inc
CLOSED
Shares0 from 4,162
Change-4,162 (-100%)
Value$0 (-$343.9K)
Filed 2026-11-02
World Equity Group, Inc.
CLOSED
Shares0 from 3,803
Change-3,803 (-100%)
Value$0 (-$314.2K)
Filed 2026-10-14
Oak Grove Capital LLC
CLOSED
Shares0 from 2,891
Change-2,891 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-09
Howard Bailey Securities, LLC
CLOSED
Shares0 from 2,640
Change-2,640 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$117.7K)
Filed 2026-10-16
Arlington Trust Co LLC
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$50.6K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$26.5K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-05
Coston, McIsaac & Partners
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-06
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$496)
Filed 2026-10-21
JPMorgan Chase & Co
N/A
Shares— from 13,235,446
Change-13,235,446 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,236,837
Change-5,236,837 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,643,540
Change-4,643,540 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,753,568
Change-3,753,568 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,593,425
Change-2,593,425 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,888,763
Change-1,888,763 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,632,640
Change-1,632,640 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,446,481
Change-1,446,481 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,174,283
Change-1,174,283 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 884,646
Change-884,646 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 876,607
Change-876,607 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 832,385
Change-832,385 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 711,922
Change-711,922 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 620,540
Change-620,540 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 562,721
Change-562,721 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 534,985
Change-534,985 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 492,640
Change-492,640 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 458,376
Change-458,376 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 455,097
Change-455,097 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 439,091
Change-439,091 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 374,994
Change-374,994 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 347,334
Change-347,334 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 315,822
Change-315,822 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 315,325
Change-315,325 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 299,972
Change-299,972 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 284,264
Change-284,264 (-100%)
Value—
FMR LLC
N/A
Shares— from 282,925
Change-282,925 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 275,764
Change-275,764 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 275,423
Change-275,423 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 275,067
Change-275,067 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 272,490
Change-272,490 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 270,459
Change-270,459 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 261,936
Change-261,936 (-100%)
Value—
FIL Ltd
N/A
Shares— from 241,531
Change-241,531 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 235,173
Change-235,173 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 231,192
Change-231,192 (-100%)
Value—
Betterment LLC
N/A
Shares— from 204,219
Change-204,219 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 199,789
Change-199,789 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 178,969
Change-178,969 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 160,980
Change-160,980 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 145,230
Change-145,230 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 132,676
Change-132,676 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 122,642
Change-122,642 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 119,406
Change-119,406 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 118,044
Change-118,044 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 113,340
Change-113,340 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 104,576
Change-104,576 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 104,229
Change-104,229 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100,203
Change-100,203 (-100%)
Value—
&partners
N/A
Shares— from 96,676
Change-96,676 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 95,672
Change-95,672 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 92,740
Change-92,740 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 90,185
Change-90,185 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 87,873
Change-87,873 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 87,126
Change-87,126 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 85,440
Change-85,440 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 81,250
Change-81,250 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 72,736
Change-72,736 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 71,560
Change-71,560 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 69,714
Change-69,714 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 64,080
Change-64,080 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 60,144
Change-60,144 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 56,056
Change-56,056 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 52,884
Change-52,884 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 51,024
Change-51,024 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 50,628
Change-50,628 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 50,354
Change-50,354 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 49,742
Change-49,742 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 49,635
Change-49,635 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 48,012
Change-48,012 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 45,002
Change-45,002 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 44,717
Change-44,717 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 44,162
Change-44,162 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 43,380
Change-43,380 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 42,428
Change-42,428 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 42,014
Change-42,014 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 41,317
Change-41,317 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 40,946
Change-40,946 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 38,583
Change-38,583 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 38,274
Change-38,274 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 37,686
Change-37,686 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,192
Change-37,192 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 35,841
Change-35,841 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 34,968
Change-34,968 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 33,272
Change-33,272 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 31,459
Change-31,459 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 31,090
Change-31,090 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 30,798
Change-30,798 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 30,592
Change-30,592 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 30,493
Change-30,493 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 29,289
Change-29,289 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 28,703
Change-28,703 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 28,270
Change-28,270 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 27,657
Change-27,657 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 26,976
Change-26,976 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 26,575
Change-26,575 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 25,823
Change-25,823 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 25,360
Change-25,360 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 24,575
Change-24,575 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,403
Change-23,403 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 23,129
Change-23,129 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 23,002
Change-23,002 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 22,874
Change-22,874 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 22,673
Change-22,673 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 22,422
Change-22,422 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,166
Change-22,166 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 22,163
Change-22,163 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,716
Change-21,716 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 21,637
Change-21,637 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 21,522
Change-21,522 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 21,521
Change-21,521 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 21,275
Change-21,275 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,396
Change-20,396 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 19,649
Change-19,649 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,443
Change-19,443 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,573
Change-17,573 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,408
Change-17,408 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,403
Change-17,403 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 16,798
Change-16,798 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 16,321
Change-16,321 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 15,647
Change-15,647 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,916
Change-14,916 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 14,180
Change-14,180 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,038
Change-14,038 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,247
Change-13,247 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,109
Change-13,109 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,547
Change-12,547 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 12,242
Change-12,242 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 12,121
Change-12,121 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 12,102
Change-12,102 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,323
Change-11,323 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,322
Change-11,322 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,854
Change-10,854 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10,386
Change-10,386 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 10,152
Change-10,152 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,805
Change-9,805 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 9,251
Change-9,251 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,759
Change-8,759 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,936
Change-7,936 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,886
Change-7,886 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,826
Change-7,826 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 7,543
Change-7,543 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,109
Change-7,109 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,051
Change-6,051 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 986
Change-986 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 674
Change-674 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 642
Change-642 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 540
Change-540 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 447
Change-447 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 384
Change-384 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 360
Change-360 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 360
Change-360 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 189
Change-189 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 120
Change-120 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 28
Change-28 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24
Change-24 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 6
Change-6 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED3,499,5463,295,310+204,236+6%$272.3M$299.1M+$26.9M2026-11-06
TD Private Client Wealth LLC
INCREASED1,829,1341,715,087+114,047+7%$141.7M$156.4M+$14.7M2026-10-28
Arista Wealth Management, LLC
DECREASED1,035,6281,054,603-18,975-2%$87.1M$88.5M+$1.4M2026-10-29
Joel Isaacson & Co., LLC
INCREASED927,060908,664+18,396+2%$75.1M$79.2M+$4.2M2026-11-05
Shakespeare Wealth Management, LLC
INCREASED885,164839,154+46,010+5%$69.3M$75.7M+$6.3M2026-10-28
SMI Advisory Services, LLC
INCREASED756,3315,307+751,024+14152%$432.1K$66.0M+$65.6M2026-10-13
Petredis Investment Advisors LLC
INCREASED568,051564,186+3,865+1%$46.6M$48.6M+$1.9M2026-10-20
Principle Wealth Partners LLC
DECREASED485,659515,413-29,754-6%$42.6M$41.5M-$1.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED470,328451,874+18,454+4%$37.3M$40.2K-$37.3M2026-11-02
Wheelhouse Advisory Group LLC
INCREASED406,145383,497+22,648+6%$31.7M$34.7M+$3.0M2026-10-20
Merit Financial Group, LLC
INCREASED387,738369,250+18,488+5%$30.5M$33.1M+$2.6M2026-11-06
Connecticut Wealth Management, LLC
DECREASED364,224365,063-8390%$30.2M$31.1M+$972.4K2026-10-13
Cornerstone Advisory, LLC
DECREASED351,777358,268-6,491-2%$29.6M$30.1M+$469.8K2026-11-06
Commonwealth Equity Services, LLC
INCREASED326,692310,959+15,733+5%$25.7M$27.9M+$2.2M2026-11-02
Apella Capital, LLC
DECREASED311,211445,787-134,576-30%$36.4M$27.3M-$9.2M2026-10-08
Truist Financial Corp
DECREASED302,710307,148-4,438-1%$25.4M$25.9M+$499.1K2026-10-30
Cerro Pacific Wealth Advisors LLC
INCREASED301,656287,480+14,176+5%$23.8M$25.8M+$2.0M2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED283,598283,59800%$23.4M$23.4M$02026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED281,381258,813+22,568+9%$21.4M$24.1M+$2.7M2026-10-09
Stordahl Capital Management, Inc.
DECREASED247,316249,986-2,670-1%$20.7M$21.1M+$486.8K2026-10-22
Larson Financial Group LLC
INCREASED230,616229,992+624+0%$19.0M$19.7M+$711.1K2026-11-05
Atria Investments, Inc
INCREASED218,468200,080+18,388+9%$16.5M$18.7M+$2.1M2026-10-15
Kestra Advisory Services, LLC
DECREASED217,908363,150-145,242-40%$30.0M$18.6M-$11.4M2026-11-02
Entrust Financial LLC
DECREASED209,291218,895-9,604-4%$18.1M$17.9M-$194.9K2026-11-04
Conning Inc.
UNCHANGED202,438202,43800%$16.7M$17.3M+$579.0K2026-10-27
RFG Holdings, Inc.
INCREASED196,335183,490+12,845+7%$15.2M$16.0M+$810.7K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED191,397181,189+10,208+6%$15.0M$16.4M+$1.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED190,883179,038+11,845+7%$14.9M$16.5M+$1.6M2026-10-13
Creative Planning
INCREASED184,339139,803+44,536+32%$11.6M$15.8M+$4.2M2026-11-02
US Bancorp \de\
DECREASED183,643187,546-3,903-2%$15.5M$15.7M+$202.8K2026-11-05
Fifth Third Securities, Inc.
DECREASED178,885182,671-3,786-2%$15.1M$15.3M+$198.8K2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED172,995173,917-922-1%$14.4M$14.8M+$418.6K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED160,05275,745+84,307+111%$6.3M$13.7M+$7.4M2026-10-15
Savant Capital, LLC
DECREASED150,545150,864-3190%$19.3M$12.9M-$6.4M2026-11-06
Ehrlich Financial Group
INCREASED134,833105,549+29,284+28%$8.7M$11.5M+$2.8M2026-10-20
Magnus Financial Group LLC
DECREASED125,353128,749-3,396-3%$10.6M$10.7M+$78.0K2026-10-21
Cooper Financial Group
DECREASED116,895118,652-1,757-1%$9.8M$10.0M+$189.2K2026-10-07
Keybank National Association
INCREASED106,958103,078+3,880+4%$8.5M$9.1M+$626.5K2026-11-04
Park Avenue Securities LLC
DECREASED99,351108,152-8,801-8%$8.9M$8.5K-$8.9M2026-10-26
MGO One Seven LLC
DECREASED90,949106,156-15,207-14%$8.8M$7.8M-$996.3K2026-10-28
Independent Financial Group, LLC
INCREASED89,41378,167+11,246+14%$6.5M$7.6M+$1.2M2026-10-13
Valmark Advisers, Inc.
INCREASED88,12286,196+1,926+2%$7.1M$7.5M+$411.2K2026-11-06
Brookstone Capital Management
DECREASED86,50590,047-3,542-4%$7.4M$7.4M-$45.2K2026-10-22
Citizens Financial Group Inc
DECREASED83,794119,599-35,805-30%$9.9M$7.2M-$2.7M2026-10-23
Fifth Third Bancorp
DECREASED75,69081,495-5,805-7%$6.7M$6.5M-$263.1K2026-11-05
Iams Wealth Management, LLC
INCREASED75,67772,383+3,294+5%$6.0M$6.5M+$488.5K2026-10-15
Absolute Capital Management, LLC
DECREASED74,39874,529-1310%$6.2M$6.4M+$202.0K2026-10-16
Citigroup Inc
INCREASED70,88861,505+9,383+15%$5.1M$6.1M+$978.0K2026-11-04
Junk Investment Group, LLC
DECREASED69,30970,546-1,237-2%$5.8M$5.9M+$96.0K2026-10-19
Flagship Wealth Advisors, LLC
DECREASED61,35965,616-4,257-6%$5.4M$5.2M-$176.3K2026-11-03
Anson Capital, Inc.
DECREASED61,05763,267-2,210-3%$5.2M$5.2M-$7.9K2026-10-23
Sigma Planning Corp
DECREASED59,05469,083-10,029-15%$5.7M$5.8M+$43.8K2026-10-23
Elevation Capital Advisory, LLC
DECREASED57,99988,695-30,696-35%$7.3M$5.0M-$2.4M2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED56,25656,961-705-1%$4.7M$4.8M+$102.6K2026-11-05
R. W. Roge & Company, Inc.
DECREASED53,51154,911-1,400-3%$4.5M$4.6K-$4.5M2026-11-04
Integrity Alliance, Llc.
INCREASED50,51549,382+1,133+2%$4.1M$4.3M+$238.1K2026-10-29
Royal Fund Management, LLC
DECREASED49,28951,143-1,854-4%$4.2M$4.2M-$12.2K2026-10-22
Focused Wealth Management, Inc
INCREASED48,58548,531+54+0%$4.0M$4.2M+$143.4K2026-10-30
Apollon Wealth Management, LLC
INCREASED46,88246,479+403+1%$3.8M$4.0M+$167.4K2026-10-23
Thrivent Financial for Lutherans
DECREASED46,58963,725-17,136-27%$5.3M$4.0K-$5.3M2026-11-05
Verum Partners LLC
DECREASED46,09150,104-4,013-8%$4.1M$3.9M-$199.7K2026-10-21
PKS Advisory Services, LLC
UNCHANGED45,28945,28900%$3.7M$3.7M$02026-10-26
First Bancorp, Inc
DECREASED42,66146,266-3,605-8%$3.8M$3.6M-$175.8K2026-10-26
JFS Wealth Advisors, LLC
INCREASED42,35236,108+6,244+17%$3.0M$3.6M+$637.0K2026-11-03
D.A. Davidson & Co.
INCREASED42,32940,836+1,493+4%$3.4M$3.6M+$244.4K2026-10-28
Diversified Portfolios, Inc.
DECREASED42,24144,112-1,871-4%$3.6M$3.6M-$33.8K2026-11-04
CoreCap Advisors, LLC
INCREASED40,90340,823+80+0%$3.4M$3.5M+$123.7K2026-10-08
Garde Capital, Inc.
INCREASED40,56240,062+500+1%$3.3M$3.5M+$157.3K2026-10-29
Fortis Group Advisors, LLC
NEW40,363—+40,363——$3.3M—2026-11-06
Concurrent Investment Advisors, LLC
DECREASED37,560202,832-165,272-81%$16.8M$3.2M-$13.5M2026-10-16
Tompkins Financial Corp
DECREASED37,43637,554-1180%$3.1M$3.2M+$97.3K2026-10-05
Sherman Wealth Management LLC
DECREASED37,29337,758-465-1%$3.1M$3.2M+$68.2K2026-10-16
Tucker Asset Management LLC
INCREASED36,99234,962+2,030+6%$2.9M$3.2M+$273.5K2026-10-29
Vise Technologies, Inc.
INCREASED36,38128,235+8,146+29%$2.3M$3.1M+$777.1K2026-10-29
Lebenthal Global Advisors, LLC
INCREASED36,19135,240+951+3%$2.9M$3.1M+$182.1K2026-10-28
Assetmark, Inc
INCREASED35,6296,738+28,891+429%$556.7K$3.0M+$2.5M2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED35,04933,186+1,863+6%$2.7K$3.0K+$2542026-10-08
UMB Bank, n.a.
UNCHANGED34,88434,88400%$2.9M$3.0M+$99.8K2026-11-06
Triton Wealth Management, Pllc
INCREASED34,14631,938+2,208+7%$2.6M$2.8M+$148.2K2026-11-04
HB Wealth Management, LLC
INCREASED34,06632,187+1,879+6%$2.7M$2.9M+$252.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED33,60731,376+2,231+7%$2.6M$2.9M+$280.4K2026-10-08
Prospera Financial Services Inc
INCREASED32,68227,067+5,615+21%$2.2M$2.6M+$404.8K2026-11-04
1900 Wealth Management LLC
DECREASED31,87333,374-1,501-4%$2.8M$2.7M-$32.8K2026-10-13
Clearstead Advisors, LLC
INCREASED29,51824,426+5,092+21%$2.0M$2.5M+$505.2K2026-11-06
Parsons Capital Management Inc
INCREASED28,55323,938+4,615+19%$2.0M$2.4M+$463.0K2026-10-28
Simon Quick Advisors, LLC
UNCHANGED27,47527,47500%$2.3M$2.3M+$78.6K2026-10-26
Retirement Planning Group, LLC
INCREASED27,46827,252+216+1%$2.3M$2.3M+$96.4K2026-10-19
Ball & Co Wealth Management Inc.
NEW27,343—+27,343——$2.3M—2026-11-05
Cove Private Wealth, LLC
UNCHANGED27,20027,20000%$2.2M$2.3M+$77.8K2026-10-28
Essex Bank
DECREASED26,99628,018-1,022-4%$2.3M$2.3M-$7.5K2026-10-16
GEN Financial Management, Inc.
UNCHANGED26,22026,22000%$2.2M$2.2M+$75.0K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED25,91126,166-255-1%$2.2M$2.2M+$53.1K2026-11-04
Virtue Capital Management, LLC
DECREASED25,57130,528-4,957-16%$2.5M$2.2M-$336.4K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED24,93926,095-1,156-4%$2.2M$2.1M-$24.2K2026-10-23
PNC Financial Services Group, Inc.
INCREASED24,79424,788+6+0%$2.0M$2.1M+$71.3K2026-11-06
MSH Capital Advisors LLC
INCREASED24,49422,630+1,864+8%$1.9M$2.1M+$224.1K2026-11-03
Pinnacle Associates LTD
UNCHANGED24,27024,27000%$2.0M$2.1M+$69.4K2026-10-20
Websterrogers Financial Advisors, LLC
INCREASED24,14124,140+10%$2.0M$2.1M+$69.0K2026-11-02
Simplicity Wealth,LLC
INCREASED23,78314,495+9,288+64%$1.2M$2.0M+$835.4K2026-10-23
N10 Wealth, LLC
INCREASED23,45811,742+11,716+100%$970.1K$2.0M+$1.0M2026-10-14
B.O.S.S. Retirement Advisors, LLC
INCREASED23,23323,021+212+1%$1.9M$2.0M+$84.0K2026-10-26
High Note Wealth, LLC
UNCHANGED22,71022,71000%$1.9M$1.9M+$65.0K2026-10-27
Investment Insight Wealth Management, LLC
INCREASED22,63822,301+337+2%$1.8M$1.9M+$92.6K2026-10-30
Gutierrez Wealth Advisory, LLC
DECREASED21,97722,234-257-1%$1.8M$1.9M+$41.6K2026-11-02
Entrewealth, LLC
INCREASED21,7327,747+13,985+181%$657.3K$1.9M+$1.2M2026-10-14
IFP Advisors, Inc
INCREASED21,46519,417+2,048+11%$1.6M$1.8M+$230.6K2026-10-16
Allworth Financial LP
UNCHANGED21,21721,21700%$1.8M$1.8M$02026-11-06
Summit Asset Management, LLC
UNCHANGED21,15621,15600%$1.7M$1.8M+$60.5K2026-11-05
Grantvest Financial Group LLC
DECREASED21,15321,457-304-1%$1.8M$1.8M+$35.4K2026-10-21
KWB Wealth
DECREASED20,71820,741-230%$1.7M$1.8M+$57.4K2026-10-16
National Wealth Management Group, LLC
NEW20,482—+20,482——$1.8M—2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED20,10020,10000%$1.7M$1.7M+$57.5K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED19,86119,860+1+0%$1.6M$1.7M+$56.9K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED19,55919,55900%$1.6M$1.7M+$55.9K2026-10-21
Americana Partners, LLC
UNCHANGED19,50619,50600%$1.6M$1.7M+$55.8K2026-10-28
Private Trust Co NA
INCREASED19,40616,476+2,930+18%$1.4M$1.7M+$297.6K2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED19,37411,856+7,518+63%$979.5K$1.7M+$676.5K2026-10-14
Compound Planning, Inc.
INCREASED18,70918,403+306+2%$1.5M$1.6M+$78.8K2026-11-05
Kroeger Financial Partners
DECREASED18,65318,981-328-2%$1.6M$1.6M+$26.2K2026-10-19
Seamount Financial Group Inc
UNCHANGED18,60018,60000%$1.5M$1.6M+$53.2K2026-10-21
Compass Financial Group, Inc
UNCHANGED18,47418,47400%$1.5M$1.6M+$52.8K2026-10-13
Apollon Financial, LLC
INCREASED18,30817,369+939+5%$1.4M$1.6M+$130.0K2026-10-23
PFG Advisors
INCREASED18,09314,466+3,627+25%$1.2M$1.5M+$351.4K2026-10-16
Armor Investment Advisors, LLC
UNCHANGED17,10017,10000%$1.4M$1.5M+$48.9K2026-10-27
SAX Wealth Advisors, LLC
INCREASED16,9942,395+14,599+610%$976.3K$1.5M+$476.4K2026-10-13
Facet Wealth, Inc.
DECREASED16,33216,800-468-3%$1.4M$1.4M+$8.0K2026-11-04
Perennial Advisors, LLC
NEW16,137—+16,137——$1.4M—2026-10-13
Beam Wealth Advisors, Inc.
DECREASED16,12016,124-40%$1.3M$1.4M+$45.8K2026-11-03
SBI Securities Co., Ltd.
DECREASED16,00817,028-1,020-6%$1.4M$1.4M-$38.5K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED15,84315,395+448+3%$1.3M$1.4M+$82.3K2026-10-21
Hiley Hunt Wealth Management
DECREASED15,39615,729-333-2%$1.3M$1.3M+$16.5K2026-10-08
Axxcess Wealth Management, LLC
NEW15,107—+15,107——$1.3M—2026-10-21
Modera Wealth Management, LLC
DECREASED14,76614,851-85-1%$1.2M$1.3M+$35.2K2026-10-28
Mission Wealth Management, LP
INCREASED14,57510,974+3,601+33%$906.7K$1.2M+$339.1K2026-10-15
RAM Investment Partners, LLC
NEW14,493—+14,493——$1.2M—2026-10-21
Cherrydale Wealth Management, LLC
INCREASED14,38514,367+18+0%$1.2M$1.2M+$42.6K2026-10-20
CWS Financial Advisors, LLC
INCREASED14,30814,085+223+2%$1.2M$1.2M+$59.3K2026-10-16
Root Financial Partners, LLC
DECREASED14,24914,608-359-2%$1.2M$1.2M+$11.1K2026-10-21
Visionary Wealth Advisors
INCREASED14,17414,028+146+1%$1.2M$1.2M+$52.6K2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED14,07214,057+15+0%$1.2M$1.2M+$41.5K2026-10-26
Northern Lights Advisors, Inc.
INCREASED13,51813,516+2+0%$1.1M$1.2M+$38.8K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED13,37212,684+688+5%$1.0M$1.1M+$95.1K2026-11-06
Core Wealth Partners LLC
INCREASED13,07510,137+2,938+29%$837.5K$1.1M+$280.2K2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED13,02212,326+696+6%$1.0M$1.1M+$94.7K2026-10-05
Archer Investment Corp
UNCHANGED12,72112,72100%$1.1M$1.1M+$36.4K2026-11-05
Strategic Blueprint, LLC
INCREASED12,7073,604+9,103+253%$297.8K$1.1M+$788.5K2026-10-22
Bank of New York Mellon Corp
INCREASED12,51212,165+347+3%$1.0M$1.1M+$64.4K2026-11-05
Saxony Capital Management, LLC
INCREASED12,14311,530+613+5%$952.6K$1.0M+$85.4K2026-10-15
United Advisor Group, LLC
INCREASED12,03211,291+741+7%$932.9K$1.0M+$95.6K2026-11-03
PCA Investment Advisory Services Inc.
INCREASED11,95410,617+1,337+13%$877.1K$1.0M+$144.6K2026-10-13
Laurel Wealth Planning LLC
UNCHANGED11,75211,75200%$971.0K$1.0M+$33.6K2026-11-02
Bluesphere Advisors LLC
DECREASED11,24414,259-3,015-21%$1.2M$961.1K-$217.0K2026-10-19
Nicholas Hoffman & Company, Llc.
UNCHANGED11,13611,13600%$920.1K$951.9K+$31.8K2026-10-30
Traynor Capital Management, Inc.
DECREASED10,97811,204-226-2%$925.7K$938.4K+$12.7K2026-10-29
Blackston Financial Advisory Group, LLC
DECREASED10,87010,965-95-1%$905.9K$929.2K+$23.3K2026-11-04
Accredited Investors Inc.
INCREASED10,73610,734+2+0%$886.9K$917.7K+$30.8K2026-11-03
Glenview Trust Co
NEW10,730—+10,730——$917.2K—2026-10-28
Ritholtz Wealth Management
DECREASED10,51110,798-287-3%$892.1K$898.5K+$6.3K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED10,4919,831+660+7%$812.2K$896.7K+$84.5K2026-10-27
One Day In July LLC
DECREASED10,43911,437-998-9%$944.9K$892.3K-$52.6K2026-10-30
Hobart Private Capital, LLC
UNCHANGED10,30210,30200%$851.2K$880.6K+$29.5K2026-10-19
Daymark Wealth Partners, LLC
DECREASED10,20910,222-130%$844.5K$872.7K+$28.1K2026-11-04
Fisher Asset Management, LLC
INCREASED10,1109,217+893+10%$761.6K$864.2K+$102.7K2026-11-06
Greenleaf Trust
UNCHANGED10,05010,05000%$830.3K$859.1K+$28.7K2026-10-29
CapWealth Advisors, LLC
UNCHANGED9,9789,97800%$824.4K$852.9K+$28.5K2026-10-05
Diversified Trust Co
NEW9,906—+9,906——$846.8K—2026-11-06
Fairscale Capital, LLC
UNCHANGED9,6719,67100%$799.0K$781.5K-$17.5K2026-11-04
TD Waterhouse Canada Inc.
INCREASED9,6161,939+7,677+396%$159.5K$823.7K+$664.2K2026-10-16
Partners Wealth Management, LLC
NEW9,598—+9,598——$820.4K—2026-10-28
Ignite Planners, LLC
DECREASED9,55113,936-4,385-31%$1.2M$816.4K-$335.0K2026-10-14
Maia Wealth LLC
INCREASED9,4609,440+20+0%$779.9K$808.6K+$28.7K2026-10-19
Midwest Financial Network, LLC
DECREASED9,24721,454-12,207-57%$1.8M$790.4K-$982.1K2026-10-13
Signaturefd, LLC
INCREASED9,2342,224+7,010+315%$183.7K$789.3K+$605.6K2026-10-23
Sterling Investment Counsel, LLC
UNCHANGED9,2189,21800%$761.6K$787.9K+$26.4K2026-10-19
Security Financial Services, Inc.
DECREASED9,0729,162-90-1%$757.0K$775.5K+$18.5K2026-10-29
Fifth Third Wealth Advisors LLC
DECREASED8,9969,252-256-3%$764.4K$769.0K+$4.6K2026-10-22
Crestwood Advisors Group, LLC
INCREASED8,9503,631+5,319+146%$300.0K$765.1K+$465.0K2026-10-27
Prairiewood Capital, LLC
DECREASED8,90410,200-1,296-13%$842.7K$761.1K-$81.6K2026-10-16
Parallel Advisors, LLC
DECREASED8,8208,826-60%$729.2K$753.9K+$24.7K2026-11-03
Lido Advisors, LLC
DECREASED8,81210,507-1,695-16%$868.1K$753.3K-$114.8K2026-11-04
Waters Parkerson & Co., LLC
INCREASED8,6878,679+8+0%$717.0K$742.6K+$25.5K2026-11-04
Turtle Creek Wealth Advisors, LLC
UNCHANGED8,6828,68200%$717.3K$742.1K+$24.8K2026-10-15
Mather Group, Llc.
INCREASED8,6658,585+80+1%$709.3K$740.7K+$31.4K2026-10-14
Calamos Wealth Management LLC
UNCHANGED8,5148,51400%$703.4K$727.8K+$24.4K2026-11-02
Wagner Wealth Management, Corp
NEW8,364—+8,364——$715.0K—2026-10-20
Southland Equity Partners LLC
UNCHANGED8,2388,23800%$680.6K$704.2K+$23.6K2026-10-14
M Holdings Securities, Inc.
NEW8,127—+8,127——$650—2026-11-03
Hilton Head Capital Partners, LLC
DECREASED8,1168,408-292-3%$694.7K$693.8K-$9132026-10-23
WealthCare Investment Partners, LLC
DECREASED8,0488,357-309-4%$690.4K$687.9K-$2.5K2026-11-05
James J. Burns & Company, LLC
INCREASED7,9487,942+6+0%$656.1K$679.4K+$23.3K2026-10-22
Guidance Point Advisors, LLC
INCREASED7,8477,838+9+0%$647.9K$671.0K+$23.2K2026-10-15
Rodgers & Associates, LTD
DECREASED7,8398,118-279-3%$670.7K$670.1K-$6312026-10-20
Central Trust Co
INCREASED7,8363,306+4,530+137%$273.1K$669.8K+$396.7K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED7,7707,768+2+0%$641.8K$664.2K+$22.4K2026-10-13
Black Diamond Financial, LLC
UNCHANGED7,5787,57800%$626.1K$647.8K+$21.7K2026-10-26
Rossby Financial, LCC
INCREASED7,4946,512+982+15%$538.0K$640.6K+$102.6K2026-11-05
Soltis Investment Advisors LLC
DECREASED7,4938,401-908-11%$694.1K$640.5K-$53.6K2026-10-28
Choreo, LLC
INCREASED7,4465,898+1,548+26%$491.4K$640.6K+$149.2K2026-10-28
Gemmer Asset Management LLC
UNCHANGED7,4427,44200%$614.8K$636.1K+$21.3K2026-10-16
Shelter Rock Management, LLC
INCREASED7,4207,406+14+0%$611.9K$644.2K+$32.3K2026-10-09
Bank of New Hampshire
DECREASED7,3268,958-1,632-18%$740.1K$626.2K-$113.9K2026-10-06
StoneX Group Inc.
INCREASED7,2435,826+1,417+24%$481.3K$619.1K+$137.8K2026-11-03
IFG Advisors, LLC
UNCHANGED7,1727,17200%$592.5K$613.1K+$20.5K2026-10-15
Cdkv Holdings LLC
UNCHANGED7,1707,17000%$592.4K$612.9K+$20.5K2026-10-28
Bernardo Wealth Planning LLC
INCREASED7,0543,527+3,527+100%$291.4K$602.9K+$311.6K2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED6,93612,293-5,357-44%$1.0M$592.9K-$422.7K2026-11-03
Russell Investments Group, Ltd.
DECREASED6,8268,929-2,103-24%$737.8K$583.5K-$154.3K2026-11-06
Chicago Partners Investment Group LLC
INCREASED6,8224,030+2,792+69%$323.6K$559.7K+$236.1K2026-10-27
DB Fitzpatrick & Co, Inc
DECREASED6,8146,984-170-2%$577.0K$582.5K+$5.4K2026-10-19
Triad Wealth Partners, LLC
INCREASED6,7466,457+289+4%$536.6K$576.7K+$40.0K2026-10-26
Ring Mountain Capital, LLC
UNCHANGED6,7446,74400%$557.2K$576.5K+$19.3K2026-10-13
Cowa, LLC
INCREASED6,5326,467+65+1%$534.3K$558.4K+$24.1K2026-10-30
Aegis Wealth Management, Inc.
INCREASED6,5066,501+5+0%$537.1K$556.1K+$19.0K2026-10-26
Smith Salley Wealth Management
INCREASED6,4806,300+180+3%$520.5K$553.9K+$33.4K2026-11-03
Fragasso Financial Advisors Inc
UNCHANGED6,4746,47400%$534.9K$565.1K+$30.2K2026-10-13
Cutler Investment Counsel LLC
NEW6,468—+6,468——$552.9K—2026-10-28
Regions Financial Corp
UNCHANGED6,4026,40200%$528.9K$547.2K+$18.3K2026-11-05
W Advisors, LLC
UNCHANGED6,3426,34200%$524.0K$542.1K+$18.1K2026-11-02
Old National Bancorp
UNCHANGED6,2946,29400%$520.0K$538.0K+$18.0K2026-10-20
Walker Asset Management, LLC
UNCHANGED6,2826,28200%$519.0K$537.0K+$18.0K2026-10-13
Squire Investment Management Company, LLC
UNCHANGED6,2406,24000%$515.5K$533.4K+$17.8K2026-11-03
AmeriServ Wealth Advisors
DECREASED6,2228,181-1,959-24%$675.9K$531.9K-$144.1K2026-10-21
Elco Management Co., LLC
UNCHANGED6,0046,00400%$496.1K$513.2K+$17.2K2026-10-14
Indivisible Partners
INCREASED5,9175,589+328+6%$461.7K$505.8K+$44.0K2026-10-26
Victory Financial Group, LLC
DECREASED5,91511,125-5,210-47%$919.2K$505.6K-$413.5K2026-10-27
Sapient Capital LLC
UNCHANGED5,8505,85000%$483.3K$500.1K+$16.7K2026-10-08
Flagstar Securities, Inc
UNCHANGED5,8165,81600%$480.5K$497.2K+$16.6K2026-10-15
Burton Enright Welch
DECREASED5,7965,891-95-2%$486.7K$495.4K+$8.7K2026-11-04
Evergreen Capital Management LLC
UNCHANGED5,7425,74200%$474.4K$490.8K+$16.4K2026-10-23
Terra Nova Asset Management LLC
INCREASED5,7404,740+1,000+21%$391.6K$490.7K+$99.0K2026-10-13
Net Worth Advisory Group
INCREASED5,7035,688+15+0%$469.9K$488.7K+$18.8K2026-10-20
Founders Grove Wealth Partners, LLC
UNCHANGED5,7005,70000%$470.9K$487.2K+$16.3K2026-10-16
Bison Wealth, LLC
INCREASED5,6304,451+1,179+26%$366.8K$489.4K+$122.6K2026-10-13
Canandaigua National Bank & Trust Co
UNCHANGED5,6045,60400%$463.0K$479.0K+$16.0K2026-10-07
Cape Investment Advisory, Inc.
INCREASED5,5875,033+554+11%$415.9K$477.5K+$61.7K2026-10-13
626 Financial, LLC
UNCHANGED5,5805,58000%$461.0K$477.0K+$16.0K2026-11-04
Vigilare Wealth Management
INCREASED5,5605,236+324+6%$432.6K$475.3K+$42.7K2026-10-29
Lloyd Advisory Services, Llc.
INCREASED5,4595,290+169+3%$437.1K$466.6K+$29.6K2026-11-02
Plan Group Financial, LLC
DECREASED5,4008,000-2,600-32%$661.0K$454.4K-$206.6K2026-10-22
GW Henssler & Associates LTD
DECREASED5,4005,571-171-3%$460.3K$461.6K+$1.3K2026-10-26
Activest Wealth Management
NEW5,388—+5,388——$460.6K—2026-10-15
Innovative Wealth Building LLC
INCREASED5,2893,358+1,931+58%$277.5K$452.1K+$174.6K2026-10-14
Insight 2811, Inc.
INCREASED5,2305,189+41+1%$428.7K$447.1K+$18.3K2026-11-06
Philadelphia Trust Co
DECREASED5,05247,052-42,000-89%$3.9M$432-$3.9M2026-11-05
Legacy Edge Advisors, LLC
DECREASED5,0515,336-285-5%$440.8K$431.7K-$9.1K2026-11-06
Apeiron RIA LLC
DECREASED5,0425,067-250%$418.7K$432.0K+$13.4K2026-10-08
Roberts Wealth Advisors, LLC
INCREASED5,0154,626+389+8%$382.2K$428.6K+$46.5K2026-10-14
Carnegie Investment Counsel
DECREASED4,9175,041-124-2%$416.5K$420.3K+$3.8K2026-10-20
Valued Retirements, Inc.
INCREASED4,8714,870+1+0%$402.3K$416.4K+$14.0K2026-11-06
Creative Financial Designs Inc
DECREASED4,8435,346-503-9%$441.7K$414.0K-$27.7K2026-11-04
Florida Trust Wealth Management Co
INCREASED4,8384,350+488+11%$359.4K$413.6K+$54.2K2026-11-05
Calamos Advisors LLC
UNCHANGED4,7884,78800%$395.6K$409.3K+$13.7K2026-11-02
New Perspectives, Inc
UNCHANGED4,7344,73400%$391.1K$404.6K+$13.5K2026-10-14
Diversify Advisory Services, LLC
DECREASED4,64147,159-42,518-90%$3.8M$395.2K-$3.4M2026-10-20
Diversify Wealth Management, LLC
DECREASED4,64147,159-42,518-90%$3.8M$395.2K-$3.4M2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED4,6244,62400%$382.0K$395.3K+$13.2K2026-11-04
Clean Yield Group
INCREASED4,6104,609+1+0%$380.8K$394.1K+$13.3K2026-10-28
waypoint wealth counsel
DECREASED4,5715,178-607-12%$427.8K$390.8K-$37.0K2026-10-22
WealthBridge Capital Management, LLC
INCREASED4,5694,447+122+3%$367.4K$390.6K+$23.1K2026-10-16
Reynders McVeigh Capital Management, LLC
UNCHANGED4,5364,53600%$375.0K$387.8K+$12.8K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,5134,104+409+10%$339.1K$385.8K+$46.7K2026-10-27
Focus Financial Network, Inc.
DECREASED4,4904,859-369-8%$401.4K$383.8K-$17.7K2026-10-14
Cooper S Advisors, LLC
UNCHANGED4,4864,48600%$370.6K$383.4K+$12.8K2026-11-03
Bokf, NA
UNCHANGED4,4824,48200%$370.3K$383.1K+$12.8K2026-10-27
RFG Advisory, LLC
DECREASED4,4314,829-398-8%$399.0K$378.8K-$20.2K2026-11-03
Revisor Wealth Management LLC
UNCHANGED4,4304,43000%$366.0K$370.0K+$3.9K2026-10-20
AdvisorNet Financial, Inc
INCREASED4,3104,059+251+6%$335.3K$367.2K+$31.9K2026-10-15
AMG National Trust Bank
INCREASED4,3033,403+900+26%$281.1K$367.8K+$86.7K2026-11-05
New England Private Wealth Advisors LLC
DECREASED4,2994,480-181-4%$357.6K$367.5K+$9.9K2026-10-19
Clear Harbor Asset Management, LLC
UNCHANGED4,2794,27900%$353.5K$365.8K+$12.2K2026-11-05
ForthRight Wealth Management, LLC
INCREASED4,2744,272+2+0%$353.0K$365.4K+$12.4K2026-11-06
BCM Advisors, LLC
UNCHANGED4,2544,25400%$339.6K$343.8K+$4.2K2026-11-03
Pacific Center for Financial Services
UNCHANGED4,2484,24800%$351.0K$363.1K+$12.2K2026-10-15
Beacon Capital Management, LLC
INCREASED4,1934,188+5+0%$346.0K$358.4K+$12.4K2026-10-23
WBH Advisory Inc
UNCHANGED4,1824,18200%$345.5K$357.4K+$12.0K2026-11-05
Five Pine Wealth Management
INCREASED4,1264,121+5+0%$340.5K$352.7K+$12.2K2026-10-20
Griffin Asset Management, Inc.
UNCHANGED4,1104,11000%$339.6K$351.3K+$11.8K2026-10-22
Lanark Financial, Inc.
INCREASED4,0923,750+342+9%$309.9K$349.8K+$40.0K2026-10-26
Willner & Heller, LLC
INCREASED4,0614,056+5+0%$335.1K$347.1K+$12.0K2026-10-28
Parr Mcknight Wealth Management Group, LLC
UNCHANGED4,0324,03200%$333.1K$344.7K+$11.5K2026-10-30
First Heartland Consultants, Inc.
UNCHANGED4,0274,02700%$332.7K$344.2K+$11.5K2026-10-08
Pacific Asset Management, LLC
INCREASED4,0144,010+4+0%$331.3K$343.2K+$11.8K2026-10-15
Carmel Capital Partners, LLC
DECREASED3,9066,609-2,703-41%$546.0K$333.9K-$212.1K2026-11-03
Foundation Wealth Management, Llc\pa
UNCHANGED3,9053,90500%$322.6K$333.8K+$11.2K2026-10-14
SP Asset Management LLC
INCREASED3,8973,894+3+0%$321.7K$333.2K+$11.5K2026-11-05
Richwood Investment Advisors, LLC
DECREASED3,8884,044-156-4%$334.1K$332.3K-$1.8K2026-10-30
McAdam, LLC
DECREASED3,8784,129-251-6%$341.1K$331.5K-$9.6K2026-10-21
SteelPeak Wealth, LLC
UNCHANGED3,8643,86400%$319.2K$330.3K+$11.1K2026-10-16
Tlwm
UNCHANGED3,8413,84100%$317.3K$328.3K+$11.0K2026-10-09
Market Street Wealth Management Advisors LLC
DECREASED3,8264,311-485-11%$356.2K$327.0K-$29.1K2026-10-09
Clarity Wealth Advisors, LLC
INCREASED3,7993,798+1+0%$313.8K$324.8K+$11.0K2026-10-21
Midwest Trust Co
UNCHANGED3,7863,78600%$312.8K$323.6K+$10.8K2026-10-22
SevenBridge Financial Group, LLC
UNCHANGED3,7743,77400%$322.4K$317.6K-$4.8K2026-10-26
Koshinski Asset Management, Inc.
DECREASED3,7723,820-48-1%$315.6K$322.5K+$6.8K2026-10-29
Wedmont Private Capital
INCREASED3,7522,568+1,184+46%$213.9K$324.9K+$110.9K2026-10-09
Avantax Planning Partners, Inc.
DECREASED3,7324,788-1,056-22%$395.6K$319.0K-$76.6K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED3,7263,724+2+0%$307.7K$318.5K+$10.8K2026-10-13
Old Port Advisors
UNCHANGED3,7143,71400%$306.9K$317.5K+$10.6K2026-10-23
Capital Management Associates, Inc
UNCHANGED3,6993,69900%$305.6K$316.2K+$10.6K2026-10-20
Accretive Wealth Partners, LLC
INCREASED3,6753,673+2+0%$303.5K$314.1K+$10.6K2026-11-06
Beaumont Financial Advisors, LLC
UNCHANGED3,6663,66600%$302.9K$313.4K+$10.5K2026-10-22
Morton Capital Management LLC
UNCHANGED3,6483,64800%$301.4K$311.8K+$10.4K2026-10-23
Kellett Wealth Advisors, LLC
INCREASED3,6383,338+300+9%$275.8K$311.0K+$35.2K2026-10-15
Hurlow Wealth Management Group, Inc.
UNCHANGED3,6363,63600%$300.4K$310.8K+$10.4K2026-10-29
Channel Wealth LLC
DECREASED3,5813,862-281-7%$319.1K$306.1K-$13.0K2026-11-06
Stone Wealth Partners
NEW3,579—+3,579——$306.1K—2026-11-05
Retirement Solution LLC
UNCHANGED3,5223,52200%$291.0K$301.1K+$10.1K2026-10-27
Confluence Wealth Services, Inc.
INCREASED3,5023,500+2+0%$289.2K$299.3K+$10.2K2026-11-05
Lauer Wealth, LLC
NEW3,500—+3,500——$303.1K—2026-10-13
LifeGoal Investments, LLC
UNCHANGED3,4873,48700%$288.1K$298.1K+$10.0K2026-10-09
Wedbush Securities Inc
DECREASED3,4843,647-163-4%$301.0K$298-$300.7K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED3,4813,48100%$287.6K$297.6K+$10.0K2026-10-13
Crumly & Associates Inc.
UNCHANGED3,4683,46800%$286.5K$296.4K+$9.9K2026-10-07
Sprinkle Financial Consultants LLC
INCREASED3,3893,385+4+0%$279.7K$289.7K+$10.0K2026-10-09
Summit Financial Wealth Advisors, LLC
INCREASED3,3832,952+431+15%$243.9K$289.2K+$45.3K2026-10-15
BNB Wealth Management, LLC
NEW3,378—+3,378——$288.7K—2026-10-28
Verus Capital Partners, LLC
INCREASED3,3123,254+58+2%$268.8K$283.1K+$14.3K2026-11-03
Csenge Advisory Group
DECREASED3,3003,569-269-8%$294.9K$282.0K-$12.8K2026-11-04
TBH Global Asset Management, LLC
UNCHANGED3,1863,18600%$263.2K$272.4K+$9.1K2026-11-03
Elevation Wealth Management LLC
UNCHANGED3,1743,17400%$262.2K$271.3K+$9.1K2026-11-02
Agate Pass Investment Management, LLC
INCREASED3,1693,069+100+3%$253.6K$270.9K+$17.3K2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED3,0671,332+1,735+130%$110.1K$262.2K+$152.1K2026-10-13
Chapin Davis, Inc.
UNCHANGED3,0543,05400%$252.3K$261.1K+$8.7K2026-10-09
Linscomb Wealth, Inc.
UNCHANGED3,0483,04800%$251.8K$260.5K+$8.7K2026-11-05
Occidental Asset Management, LLC
UNCHANGED3,0313,03100%$250.4K$259.1K+$8.7K2026-11-05
HUB Investment Partners, LLC
NEW3,020—+3,020——$258.1K—2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED3,0123,01200%$248.9K$257.5K+$8.6K2026-10-14
Concord Wealth Partners
DECREASED3,0013,133-132-4%$258.8K$256.5K-$2.3K2026-11-02
MCF Advisors LLC
INCREASED2,9632,962+1+0%$244.8K$253.3K+$8.5K2026-10-28
Brighton Jones LLC
DECREASED2,9454,152-1,207-29%$343.0K$251.7K-$91.3K2026-11-03
Robinswood Financial LLC
DECREASED2,9392,964-25-1%$244.9K$247.6K+$2.7K2026-10-20
Signal Advisors Wealth, LLC
DECREASED2,9322,998-66-2%$247.7K$250.6K+$2.9K2026-10-13
Great Point Wealth Advisors, LLC
UNCHANGED2,9102,91000%$240.4K$248.7K+$8.3K2026-10-15
Coquina Private Wealth LLC
INCREASED2,8752,842+33+1%$234.8K$245.8K+$10.9K2026-10-27
Financial Management Professionals, Inc.
INCREASED2,86030+2,830+9433%$2.5K$244.5K+$242.0K2026-10-23
Lauterbach Financial Advisors, LLC
INCREASED2,8542,853+1+0%$235.7K$243.9K+$8.2K2026-10-21
Valtinson Bruner Financial Planning LLC
UNCHANGED2,8262,82600%$233.5K$241.6K+$8.1K2026-11-02
Carroll Advisory Group, LLC
INCREASED2,8142,682+132+5%$221.6K$240.6K+$19.0K2026-10-16
Veracity Capital LLC
DECREASED2,8082,842-34-1%$234.8K$240.0K+$5.2K2026-10-08
Mullooly Asset Management, Inc.
INCREASED2,8042,802+2+0%$231.5K$239.8K+$8.3K2026-10-30
International Assets Investment Management, LLC
INCREASED2,7852,342+443+19%$192.7K$238.7K+$45.9K2026-11-02
Legacy Advisors, LLC
UNCHANGED2,7842,78400%$230.0K$238.0K+$8.0K2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED2,7832,78300%$229.9K$237.9K+$8.0K2026-10-15
CDM Financial Counseling Services, Inc.
UNCHANGED2,7802,78000%$229.7K$237.6K+$8.0K2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED2,7668,041-5,275-66%$664.3K$236.4K-$427.9K2026-10-20
Evermay Wealth Management LLC
INCREASED2,7432,398+345+14%$198.1K$234.5K+$36.3K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED2,7144,979-2,265-45%$411.4K$232.0K-$179.3K2026-11-03
Opulen Financial Group LLC
INCREASED2,6932,690+3+0%$222.2K$230.2K+$8.0K2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED2,6703,414-744-22%$282.1K$228.2K-$53.8K2026-11-05
Blue Line Capital, LLC / IL
UNCHANGED2,6332,63300%$217.5K$225.1K+$7.5K2026-11-04
Smith & Howard Wealth Management, LLC
UNCHANGED2,6332,63300%$217.5K$225.1K+$7.5K2026-10-27
Alternative Investment Advisors, Llc.
INCREASED2,5822,580+2+0%$213.2K$220.8K+$7.6K2026-11-03
Sigma Investment Counselors Inc
NEW2,581—+2,581——$220.6K—2026-10-27
Valeo Financial Advisors, LLC
DECREASED2,5462,555-90%$211.1K$217.6K+$6.5K2026-10-08
Perigon Wealth Management, LLC
NEW2,505—+2,505——$214.1K—2026-10-22
Cordoba Advisory Partners LLC
UNCHANGED2,4942,49400%$206.1K$213.2K+$7.1K2026-10-19
Enzi Wealth
DECREASED2,4772,492-15-1%$206.6K$215.3K+$8.7K2026-10-14
Robinson Smith Wealth Advisors LLC
UNCHANGED2,4772,47700%$204.6K$211.7K+$7.1K2026-10-22
Mullaney, Keating & Wright, Inc.
DECREASED2,4762,714-238-9%$224.2K$211.6K-$12.6K2026-10-19
Clearwave Capital, LLC
INCREASED2,4692,466+3+0%$203.8K$211.1K+$7.3K2026-10-27
ARS Wealth Advisors Group, LLC
NEW2,428—+2,428——$207.5K—2026-10-16
Sightline Wealth Advisors, LLC
NEW2,400—+2,400——$205.2K—2026-10-21
Artesa Financial Group, LLC
DECREASED2,3852,893-508-18%$239.0K$203.9K-$35.1K2026-10-29
VestGen Advisors, LLC
NEW2,382—+2,382——$203.6K—2026-10-27
Hoertkorn Richard Charles
UNCHANGED2,3762,37600%$196.3K$203.1K+$6.8K2026-11-04
Gerber Kawasaki Wealth & Investment Management
NEW2,361—+2,361——$201.9K—2026-10-29
Tennessee Valley Asset Management Partners
NEW2,354—+2,354——$201.2K—2026-11-03
Klingman & Associates, LLC
NEW2,352—+2,352——$201.0K—2026-10-20
Cullen T Bankers, Inc.
INCREASED2,2021,188+1,014+85%$98.2K$188.2K+$90.1K2026-10-28
Spire Wealth Management
DECREASED2,1212,353-232-10%$194.4K$181.3K-$13.1K2026-10-30
Abound Wealth Management
INCREASED2,0401,564+476+30%$129.2K$174.4K+$45.1K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED2,0402,038+2+0%$168.3K$174.4K+$6.0K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED1,9721,531+441+29%$126.5K$168.6K+$42.1K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED1,9381,93800%$159.4K$165.7K+$6.3K2026-10-29
Compass Financial Management LLC
INCREASED1,908120+1,788+1490%$9.9K$163.1K+$153.2K2026-10-30
Fairway Wealth LLC
INCREASED1,9031,901+2+0%$157.1K$162.7K+$5.6K2026-10-30
Chapman Financial Group, LLC
UNCHANGED1,7021,70200%$140.6K$145.5K+$4.9K2026-10-26
Align Financial, LLC
UNCHANGED1,6981,69800%$140.3K$145.1K+$4.9K2026-10-16
Sage Mountain Advisors LLC
DECREASED1,6013,090-1,489-48%$255.3K$136.9K-$118.5K2026-11-02
Princeton Global Asset Management LLC
UNCHANGED1,5781,57800%$130.4K$134.9K+$4.5K2026-10-21
Gamma Investing LLC
UNCHANGED1,4941,49400%$123.4K$127.7K+$4.3K2026-10-08
Trust Co of Vermont
INCREASED1,45278+1,374+1762%$6.4K$124.1K+$117.7K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED1,3301,102+228+21%$91.0K$113.7K+$22.6K2026-10-30
MidAtlantic Capital Management, Inc.
NEW1,260—+1,260——$107.7K—2026-11-05
Hilltop National Bank
UNCHANGED1,1461,14600%$94.7K$98.0K+$3.3K2026-10-14
Plante Moran Financial Advisors, LLC
INCREASED1,104888+216+24%$73.4K$94.4K+$21.0K2026-11-04
Harbor Asset Planning, Inc.
INCREASED1,001525+476+91%$43.4K$85.6K+$42.2K2026-10-23
Triumph Capital Management
INCREASED9456+939+15650%$496$80.8K+$80.3K2026-10-14
AlphaCore Capital LLC
DECREASED9322,211-1,279-58%$182.6K$79.6K-$103.0K2026-11-04
Burk Holdings LLC
INCREASED906905+1+0%$74.8K$77.5K+$2.7K2026-11-05
Union Savings Bank
DECREASED8381,140-302-26%$94.2K$71.6K-$22.6K2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED81681600%$67.4K$69.8K+$2.3K2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED75675600%$62.5K$64.6K+$2.2K2026-10-15
Barrett & Company, Inc.
INCREASED719718+1+0%$59.3K$61.5K+$2.1K2026-10-22
Hartford Financial Management Inc.
UNCHANGED63663600%$52.5K$54.4K+$1.8K2026-10-21
SJS Investment Consulting Inc.
INCREASED600599+1+0%$49.5K$51.3K+$1.8K2026-10-26
Provenance Wealth Advisors, LLC
UNCHANGED60060000%$49.6K$51.3K+$1.7K2026-10-30
Vestor Capital, LLC
INCREASED590165+425+258%$60$123+$632026-11-04
Birchwood Financial Partners, Inc.
UNCHANGED58358300%$48.1K$49.9K+$1.7K2026-11-02
Evolution Wealth Management Inc.
DECREASED534540-6-1%$44.6K$45.6K+$1.0K2026-10-28
Farmers & Merchants Investments Inc
INCREASED516504+12+2%$41.6K$44.1K+$2.5K2026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED51651600%$42.6K$44.1K+$1.5K2026-10-15
Old Second National Bank of Aurora
UNCHANGED51051000%$42.1K$43.6K+$1.5K2026-10-22
Bear Mountain Capital, Inc.
UNCHANGED50450400%$41.7K$42.1K+$3692026-11-04
New England Capital Financial Advisors LLC
UNCHANGED50050000%$41.3K$42.7K+$1.4K2026-11-03
Asset Dedication, LLC
UNCHANGED49249200%$40.7K$42.1K+$1.4K2026-11-03
Nfsg Corp
UNCHANGED43843800%$36.2K$37.4K+$1.3K2026-10-15
Country Trust Bank
UNCHANGED41441400%$34.2K$35.4K+$1.2K2026-10-30
Financial Perspectives, Inc
DECREASED370388-18-5%$32.1K$31.6K-$4292026-11-03
West Branch Capital LLC
INCREASED359307+52+17%$25.4K$30.7K+$5.3K2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED33033000%$27.3K$28.2K+$9432026-10-16
Pathway Financial Advisers, LLC
NEW323—+323——$27.6K—2026-10-27
Blue Trust, Inc.
INCREASED313181+132+73%$14.9K$26.7K+$11.8K2026-10-15
Golden State Wealth Management, LLC
INCREASED313306+7+2%$25.3K$26.8K+$1.5K2026-11-02
Nemes Rush Group LLC
DECREASED3062,136-1,830-86%$176.5K$26.2K-$150.3K2026-11-04
Tsfg, LLC
DECREASED258294-36-12%$24$22-$22026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED25825800%$21.3K$22.1K+$7382026-10-16
CX Institutional
INCREASED247246+1+0%$20$21+$12026-10-02
Duncker Streett & Co Inc
UNCHANGED24024000%$19.8K$20.5K+$6862026-10-27
Wilmington Savings Fund Society, FSB
DECREASED227300-73-24%$24.8K$19.4K-$5.4K2026-10-23
Quaker Wealth Management, LLC
UNCHANGED21621600%$17.8K$18.5K+$6182026-10-22
Grove Bank & Trust
UNCHANGED20020000%$16.5K$17.1K+$5722026-10-08
Toth Financial Advisory Corp
UNCHANGED19819800%$16.4K$16.9K+$5682026-10-08
Key Capital Management, Inc
UNCHANGED18018000%$14.9K$15.4K+$5142026-11-03
North Star Investment Management Corp.
UNCHANGED16316300%$13.5K$14.0K+$4842026-10-27
Rakuten Securities, Inc.
DECREASED150225-75-33%$18.6K$12.8K-$5.8K2026-11-02
Atwood & Palmer Inc
UNCHANGED15015000%$12.4K$12.8K+$4292026-10-08
Kingdom Financial Group Llc.
UNCHANGED15015000%$12.4K$12.8K+$4292026-11-04
PFS Partners, LLC
INCREASED145144+1+1%$11.9K$12.4K+$4282026-10-21
Ascentis Independent Advisors
NEW114—+114——$9.8K—2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED10810800%$8.9K$9.2K+$3092026-10-26
IAG Wealth Partners, LLC
DECREASED97120-23-19%$9.9K$8.3K-$1.6K2026-11-06
Avion Wealth
UNCHANGED969600%$7$8+$12026-11-04
Essential Investment Partners LLC
UNCHANGED969600%$7.9K$8.2K+$2742026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED909000%$7.4K$7.7K+$2582026-10-28
Olistico Wealth, LLC
UNCHANGED848400%$6.9K$7.2K+$2402026-10-05
Versant Capital Management, Inc
INCREASED7773+4+5%$6.0K$6.6K+$5542026-10-02
RHL Group, LLC
DECREASED7597-22-23%$8.1K$6.4K-$1.6K2026-11-04
Laurel Wealth Advisors LLC
NEW72—+72——$6.2K—2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED666600%$5.5K$5.6K+$1892026-10-14
Southern Michigan Bank & Trust
UNCHANGED666600%$5.5K$5.6K+$1892026-10-19
Go Invest LLC
INCREASED6361+2+3%$5.1K$5.4K+$3222026-10-09
Elevated Capital Advisors, LLC
INCREASED4930+19+63%$2.5K$4.2K+$1.7K2026-11-04
Jnba Financial Advisors
UNCHANGED484800%$4.0K$4.1K+$1382026-11-03
Central Pacific Bank - Trust Division
UNCHANGED424200%$3.5K$3.6K+$1202026-10-06
Jacobi Capital Management LLC
NEW36—+36——$3.1K—2026-11-05
Bullock Wealth Management Group
UNCHANGED363600%$3.0K$3.1K+$1242026-10-09
Financial Freedom, LLC
NEW35—+35——$3.0K—2026-11-06
Downshift Financial, LLC
UNCHANGED303000%$2.5K$2.6K+$852026-10-13
Key FInancial Inc
UNCHANGED303000%$2.5K$2.6K+$852026-11-02
Nova Financial LLC
NEW18—+18——$1.5K—2026-11-04
Center for Financial Planning, Inc.
DECREASED1836-18-50%$3.0K$1.5K-$1.4K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED181800%$1.5K$1.5K+$542026-10-23
Tradewinds Capital Management, LLC
UNCHANGED181800%$1.5K$1.5K+$512026-10-23
DecisionPoint Financial, LLC
NEW12—+12——$1.0K—2026-10-27
Private Wealth Management Group, LLC
UNCHANGED121200%$994$1.0K+$362026-10-19
OpenArc Corporate Advisory, LLC
CLOSED07,007-7,007-100%$578.9K$0-$578.9K2026-10-21
Sweeney & Michel, LLC
CLOSED05,146-5,146-100%$439.5K$0-$439.5K2026-10-16
Sepio Capital, LP
CLOSED04,654-4,654-100%$384.5K$0-$384.5K2026-10-22
Eddie Patel Inc
CLOSED04,162-4,162-100%$343.9K$0-$343.9K2026-11-02
World Equity Group, Inc.
CLOSED03,803-3,803-100%$314.2K$0-$314.2K2026-10-14
Oak Grove Capital LLC
CLOSED02,891-2,891-100%$238.9K$0-$238.9K2026-10-09
Howard Bailey Securities, LLC
CLOSED02,640-2,640-100%$218.1K$0-$218.1K2026-10-27
Cornerstone Planning Group LLC
CLOSED01,440-1,440-100%$117.7K$0-$117.7K2026-10-16
Arlington Trust Co LLC
CLOSED0612-612-100%$50.6K$0-$50.6K2026-10-20
Brooklyn FI, LLC
CLOSED0324-324-100%$26.5K$0-$26.5K2026-11-05
MassMutual Private Wealth & Trust, FSB
CLOSED090-90-100%$7.4K$0-$7.4K2026-10-05
Coston, McIsaac & Partners
CLOSED06-6-100%$0$0$02026-11-06
Pillar Financial Advisors, LLC
CLOSED06-6-100%$496$0-$4962026-10-21
JPMorgan Chase & Co
N/A—13,235,446-13,235,446-100%$1.1B———
Morgan Stanley
N/A—5,236,837-5,236,837-100%$432.7M———
Bank of America Corp
N/A—4,643,540-4,643,540-100%$383.6M———
UBS Group AG
N/A—3,753,568-3,753,568-100%$310.1M———
Envestnet Asset Management Inc
N/A—2,593,425-2,593,425-100%$214.3M———
Ameriprise Financial Inc
N/A—1,888,763-1,888,763-100%$156.3M———
Wells Fargo & Company
N/A—1,632,640-1,632,640-100%$134.9M———
Raymond James Financial Inc
N/A—1,446,481-1,446,481-100%$119.5M———
Osaic Holdings, Inc.
N/A—1,174,283-1,174,283-100%$97.1M———
Focus Partners Wealth
N/A—884,646-884,646-100%$73.1M———
Equitable Holdings, Inc.
N/A—876,607-876,607-100%$72.4M———
Private Advisor Group, LLC
N/A—832,385-832,385-100%$68.8M———
Cerity Partners LLC
N/A—711,922-711,922-100%$58.8M———
Mariner, LLC
N/A—620,540-620,540-100%$51.3M———
HighTower Advisors, LLC
N/A—562,721-562,721-100%$46.5M———
Essex Financial Services, Inc.
N/A—534,985-534,985-100%$44.2M———
Northwestern Mutual Wealth Management Co
N/A—492,640-492,640-100%$40.7M———
Cetera Investment Advisers
N/A—458,376-458,376-100%$37.9M———
Jones Financial Companies Lllp
N/A—455,097-455,097-100%$36.3M———
Royal Bank of Canada
N/A—439,091-439,091-100%$36.3M———
Kropog Financial Group, LLC
N/A—374,994-374,994-100%$31.0M———
Modern Wealth Management, LLC
N/A—347,334-347,334-100%$28.7M———
Janney Montgomery Scott LLC
N/A—315,822-315,822-100%$26.1M———
Steffes Financial, Ltd.
N/A—315,325-315,325-100%$26.1M———
Quantinno Capital Management LP
N/A—299,972-299,972-100%$24.8M———
MML Investors Services, LLC
N/A—284,264-284,264-100%$23.5M———
FMR LLC
N/A—282,925-282,925-100%$23.4M———
Composition Wealth, LLC
N/A—275,764-275,764-100%$22.8M———
Sanctuary Advisors, LLC
N/A—275,423-275,423-100%$22.8M———
Rockefeller Capital Management L.P.
N/A—275,067-275,067-100%$22.7M———
ArchPoint Investors
N/A—272,490-272,490-100%$22.5M———
Gotham Asset Management, LLC
N/A—270,459-270,459-100%$22.3M———
AQR Capital Management LLC
N/A—261,936-261,936-100%$21.6M———
FIL Ltd
N/A—241,531-241,531-100%$20.0M———
Keystone Financial Services, LLC
N/A—235,173-235,173-100%$19.4M———
Summit Financial, LLC
N/A—231,192-231,192-100%$19.1M———
Betterment LLC
N/A—204,219-204,219-100%$16.9M———
Goldman Sachs Group Inc
N/A—199,789-199,789-100%$16.5M———
Mutual Advisors, LLC
N/A—178,969-178,969-100%$14.8M———
Caprock Group, LLC
N/A—160,980-160,980-100%$13.3M———
Stifel Financial Corp
N/A—145,230-145,230-100%$12.0M———
Wealthspire Advisors, LLC
N/A—132,676-132,676-100%$11.0M———
Strategies Wealth Advisors, LLC
N/A—122,642-122,642-100%$10.1M———
Compass Capital Corp
N/A—119,406-119,406-100%$10.2M———
Jump Financial, LLC
N/A—118,044-118,044-100%$9.8M———
Cozad Asset Management Inc
N/A—113,340-113,340-100%$9.4M———
Keystone Financial Group
N/A—104,576-104,576-100%$8.6M———
Zhang Financial LLC
N/A—104,229-104,229-100%$8.6M———
NewEdge Advisors, LLC
N/A—100,203-100,203-100%$8.3M———
&partners
N/A—96,676-96,676-100%$8.0M———
Huntington National Bank
N/A—95,672-95,672-100%$7.9M———
Ethos Financial Group, LLC
N/A—92,740-92,740-100%$7.2M———
OneDigital Investment Advisors LLC
N/A—90,185-90,185-100%$7.5M———
Mosaic Family Wealth Partners, LLC
N/A—87,873-87,873-100%$7.3M———
Invictus Private Wealth, LLC
N/A—87,126-87,126-100%$7.2M———
Northern Trust Corp
N/A—85,440-85,440-100%$7.1M———
Wealthfront Advisers LLC
N/A—81,250-81,250-100%$6.7M———
Beacon Pointe Advisors, LLC
N/A—72,736-72,736-100%$6.0M———
Gross & Hartman Investments LLC
N/A—71,560-71,560-100%$5.9M———
Northstar Financial Companies, Inc.
N/A—69,714-69,714-100%$5.8M———
Two Sigma Investments, LP
N/A—64,080-64,080-100%$5.3M———
OneAscent Financial Services LLC
N/A—60,144-60,144-100%$5.0M———
MAI Capital Management
N/A—56,056-56,056-100%$4.6M———
Kingsview Wealth Management, LLC
N/A—52,884-52,884-100%$4.4M———
Dorsey & Whitney Trust Co LLC
N/A—51,024-51,024-100%$4.2M———
Kintra Wealth, LLC
N/A—50,628-50,628-100%$4.3M———
Asset Management Group, Inc.
N/A—50,354-50,354-100%$4.2M———
Arax Advisory Partners
N/A—49,742-49,742-100%$4.1M———
Captrust Financial Advisors
N/A—49,635-49,635-100%$4.1M———
Continuum Advisory, LLC
N/A—48,012-48,012-100%$4.0M———
Great Valley Advisor Group, Inc.
N/A—45,002-45,002-100%$3.7M———
Vanguard Advisers Inc
N/A—44,717-44,717-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—44,162-44,162-100%$3.6M———
Mercer Global Advisors Inc
N/A—43,380-43,380-100%$3.6M———
Lazard Asset Management LLC
N/A—42,428-42,428-100%$3.5M———
RWA Wealth Partners, LLC
N/A—42,014-42,014-100%$3.5M———
Moneta Group Investment Advisors LLC
N/A—41,317-41,317-100%$3.4M———
Cresset Asset Management, LLC
N/A—40,946-40,946-100%$3.4M———
Sequoia Financial Advisors, LLC
N/A—38,583-38,583-100%$3.2M———
Whittier Trust Co
N/A—38,274-38,274-100%$3.2M———
Retirement Capital Strategies
N/A—37,686-37,686-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—37,192-37,192-100%$3.1M———
Natixis Advisors, LLC
N/A—35,841-35,841-100%$3.0M———
Baird Financial Group, Inc.
N/A—34,968-34,968-100%$2.9M———
O'shaughnessy Asset Management, LLC
N/A—33,272-33,272-100%$2.7M———
Sierra Capital LLC
N/A—31,459-31,459-100%$2.6M———
Significant Wealth Partners LLC
N/A—31,090-31,090-100%$2.6M———
Peapack Gladstone Financial Corp
N/A—30,798-30,798-100%$2.5M———
Windward Private Wealth Management Inc.
N/A—30,592-30,592-100%$2.5M———
Ameritas Advisory Services, LLC
N/A—30,493-30,493-100%$2.5M———
Sound View Wealth Advisors Group, LLC
N/A—29,289-29,289-100%$2.4M———
Liberty Square Wealth Partners LLC
N/A—28,703-28,703-100%$2.4M———
AE Wealth Management LLC
N/A—28,270-28,270-100%$2.3M———
HRT Financial LP
N/A—27,657-27,657-100%$2.3M———
Silver OAK Securities, Incorporated
N/A—26,976-26,976-100%$2.2M———
Bawa N Mallick Trust
N/A—26,575-26,575-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—25,823-25,823-100%$2.1M———
IEQ Capital, LLC
N/A—25,360-25,360-100%$2.1M———
Financial Engines Advisors L.L.C.
N/A—24,575-24,575-100%$2.0M———
BFC Planning, Inc.
N/A—23,403-23,403-100%$1.9M———
Balanced Wealth Group LLC
N/A—23,129-23,129-100%$1.9M———
Advisory Services Network, LLC
N/A—23,002-23,002-100%$1.9M———
Nicolet Bankshares Inc
N/A—22,874-22,874-100%$1.9M———
Axis Wealth Partners, LLC
N/A—22,673-22,673-100%$1.9M———
BlackRock, Inc.
N/A—22,422-22,422-100%$1.9M———
Blair William & Co
N/A—22,166-22,166-100%$1.8M———
Planning Project LLC
N/A—22,163-22,163-100%$1.9M———
Centaurus Financial, Inc.
N/A—21,716-21,716-100%$1.8M———
J. M. Brown & Associates Inc.
N/A—21,637-21,637-100%$1.8M———
HFG Advisors, Inc.
N/A—21,522-21,522-100%$1.8M———
Alliancebernstein L.P.
N/A—21,521-21,521-100%$8.8M———
Safe Harbor Family Capital, LLC
N/A—21,275-21,275-100%$1.8M———
Western Wealth Management, LLC
N/A—20,396-20,396-100%$1.7M———
RPS Advisory Solutions LLC
N/A—20,128-20,128-100%$1.7M———
Pathstone Holdings, LLC
N/A—19,649-19,649-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—19,443-19,443-100%$1.6M———
Global Retirement Partners, LLC
N/A—17,573-17,573-100%$1.5M———
World Investment Advisors
N/A—17,408-17,408-100%$1.8M———
EP Wealth Advisors, LLC
N/A—17,403-17,403-100%$1.4M———
Investment Advisory Group, LLC
N/A—16,798-16,798-100%$1.4M———
Schnieders Capital Management, Llc.
N/A—16,321-16,321-100%$1.3M———
Coldstream Capital Management Inc
N/A—15,647-15,647-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—14,916-14,916-100%$1.2M———
Florida Financial Advisors, LLC
N/A—14,180-14,180-100%$1.2M———
NewEdge Wealth, LLC
N/A—14,038-14,038-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—13,845-13,845-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—13,821-13,821-100%$1.1M———
Renaissance Technologies LLC
N/A—13,613-13,613-100%$1.1M———
CreativeOne Wealth, LLC
N/A—13,283-13,283-100%$1.1M———
IHT Wealth Management, LLC
N/A—13,247-13,247-100%$1.1M———
HighPoint Advisor Group LLC
N/A—13,180-13,180-100%$1.1M———
Waverly Advisors, LLC
N/A—13,109-13,109-100%$1.1M———
Elite Financial, Inc.
N/A—13,038-13,038-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—12,690-12,690-100%$1.0M———
PFG Investments, LLC
N/A—12,547-12,547-100%$1.0M———
Lansing Street Advisors
N/A—12,242-12,242-100%$1.0M———
Johnson Investment Counsel Inc
N/A—12,121-12,121-100%$1.0M———
Pinnacle Financial Partners, Inc.
N/A—12,102-12,102-100%$999.9K———
Mcguire Capital Advisors Inc
N/A—11,869-11,869-100%$980.6K———
Monograph Wealth Advisors, LLC
N/A—11,730-11,730-100%$969.1K———
Tower Research Capital LLC (TRC)
N/A—11,323-11,323-100%$935.5K———
Cary Street Partners Financial LLC
N/A—11,322-11,322-100%$935.4K———
Swisher Financial Concepts, Inc.
N/A—10,855-10,855-100%$896.8K———
Independent Advisor Alliance
N/A—10,854-10,854-100%$896.7K———
MidFirst Bank
N/A—10,386-10,386-100%$858.1K———
BOK Financial Private Wealth, Inc.
N/A—10,351-10,351-100%$855.2K———
Harbour Investments, Inc.
N/A—10,318-10,318-100%$861.6K———
Birchcreek Wealth Management, LLC
N/A—10,152-10,152-100%$838.8K———
Wealthquest Corp
N/A—10,062-10,062-100%$831.3K———
Benjamin Edwards Inc
N/A—9,848-9,848-100%$813.6K———
Cannell & Spears LLC
N/A—9,805-9,805-100%$810.1K———
Arkadios Wealth Advisors
N/A—9,555-9,555-100%$789.5K———
Aptus Capital Advisors, LLC
N/A—9,452-9,452-100%$780.9K———
Kiley Juergens Wealth Management, LLC
N/A—9,276-9,276-100%$766.4K———
Holderness Investments Co
N/A—9,251-9,251-100%$764.3K———
Cardiff Park Advisors, LLC
N/A—8,875-8,875-100%$733.2K———
Stratos Wealth Partners, Ltd.
N/A—8,759-8,759-100%$723.7K———
Pacific Point Advisors, LLC
N/A—8,610-8,610-100%$711.4K———
Arkos Global Advisors
N/A—8,571-8,571-100%$708.0K———
Gateway Wealth Partners, LLC
N/A—8,343-8,343-100%$689.3K———
Trustmark Bank Trust Department
N/A—8,136-8,136-100%$672.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,116-8,116-100%$670.5K———
MWA Asset Management
N/A—7,953-7,953-100%$657.1K———
Fort Sheridan Advisors LLC
N/A—7,936-7,936-100%$655.6K———
Bogart Wealth, LLC
N/A—7,886-7,886-100%$651.6K———
Empower Advisory Group, LLC
N/A—7,826-7,826-100%$646.6K———
Commerce Bank
N/A—7,698-7,698-100%$636.0K———
Aspire Growth Partners LLC
N/A—7,543-7,543-100%$623.2K———
Clark Capital Management Group, Inc.
N/A—7,536-7,536-100%$622.6K———
Advisors Capital Management, LLC
N/A—7,176-7,176-100%$593.0K———
Venturi Wealth Management, LLC
N/A—7,109-7,109-100%$587.3K———
Savvy Advisors, Inc.
N/A—7,037-7,037-100%$581.4K———
Invesco Ltd.
N/A—7,035-7,035-100%$581.2K———
Franklin Resources Inc
N/A—7,014-7,014-100%$579.5K———
Battery Global Advisors, LLC
N/A—6,948-6,948-100%$574.0K———
Brown Brothers Harriman & Co
N/A—6,837-6,837-100%$564.9K———
Brookwood Investment Group LLC
N/A—6,788-6,788-100%$560.8K———
Haverford Trust Co
N/A—6,666-6,666-100%$550.7K———
Bragg Financial Advisors, Inc
N/A—6,582-6,582-100%$543.8K———
Vigil Wealth Management, LLC
N/A—6,222-6,222-100%$514.1K———
Pasadena Private Wealth, LLC
N/A—6,150-6,150-100%$508.1K———
Range Advisory, LLC
N/A—6,116-6,116-100%$505.3K———
Vanguard National Trust Co
N/A—6,066-6,066-100%$501.2K———
Freestone Capital Holdings, LLC
N/A—6,065-6,065-100%$501.1K———
Brown Advisory Inc
N/A—6,060-6,060-100%$500.7K———
Bank of Montreal
N/A—6,051-6,051-100%$499.9K———
Manhattan West Asset Management, LLC
N/A—6,000-6,000-100%$495.7K———
Evergreen Wealth Partners LLC
N/A—5,878-5,878-100%$485.7K———
Regal Investment Advisors LLC
N/A—5,866-5,866-100%$484.6K———
Orion Porfolio Solutions, LLC
N/A—5,778-5,778-100%$477.4K———
Snowden Capital Advisors LLC
N/A—5,773-5,773-100%$476.9K———
Atomic Invest LLC
N/A—5,763-5,763-100%$470.0K———
United Capital Financial Advisors, LLC
N/A—5,708-5,708-100%$472.3K———
Naviter Wealth, LLC
N/A—5,655-5,655-100%$467.2K———
Stephens Inc
N/A—5,498-5,498-100%$454.2K———
Quotient Wealth Partners, LLC
N/A—5,488-5,488-100%$453.4K———
Geneos Wealth Management Inc.
N/A—5,472-5,472-100%$452.1K———
Ameriflex Group, Inc.
N/A—5,360-5,360-100%$442.8K———
Oxford Wealth Group, LLC
N/A—5,355-5,355-100%$442.4K———
Delta Investment Management, LLC
N/A—5,264-5,264-100%$434.9K———
Jaffetilchin Investment Partners, LLC
N/A—5,217-5,217-100%$431.0K———
Vident Advisory, LLC
N/A—5,189-5,189-100%$428.7K———
Dakota Wealth Management
N/A—5,112-5,112-100%$422.3K———
Silicon Valley Capital Partners
N/A—4,897-4,897-100%$404.6K———
Susquehanna International Group, LLP
N/A—4,868-4,868-100%$402.2K———
HSBC Holdings PLC
N/A—4,800-4,800-100%$396.6K———
Principal Securities, Inc.
N/A—4,799-4,799-100%$396.5K———
Roundview Capital LLC
N/A—4,770-4,770-100%$394.1K———
Glenmede Trust Co NA
N/A—4,458-4,458-100%$368.3K———
Ausdal Financial Partners, Inc.
N/A—4,405-4,405-100%$363.9K———
Citadel Advisors LLC
N/A—4,367-4,367-100%$360.8K———
Chancellor Financial Group WB LP
N/A—4,350-4,350-100%$359.4K———
Evelyn Partners Group Ltd
N/A—4,320-4,320-100%$356.9K———
Wealthspire Retirement, LLC
N/A—4,224-4,224-100%$349.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,198-4,198-100%$346.9K———
Performance Wealth Partners, LLC
N/A—4,116-4,116-100%$340.1K———
Members Trust Co
N/A—3,966-3,966-100%$327.7K———
Capital Analysts, LLC
N/A—3,928-3,928-100%$324.0K———
Maridea Wealth Management LLC
N/A—3,906-3,906-100%$322.7K———
Thoroughbred Financial Services, LLC
N/A—3,896-3,896-100%$321.0K———
Quent Capital, LLC
N/A—3,822-3,822-100%$315.8K———
Tudor Investment Corp ET AL
N/A—3,793-3,793-100%$313.4K———
Transcend Capital Advisors, LLC
N/A—3,737-3,737-100%$308.8K———
Financial Alternatives, Inc
N/A—3,720-3,720-100%$307.3K———
North Star Asset Management Inc
N/A—3,703-3,703-100%$306.0K———
Guardian Wealth Advisors, LLC / NC
N/A—3,676-3,676-100%$303.7K———
Kovack Advisors, Inc.
N/A—3,646-3,646-100%$300.3K———
Dopkins Wealth Management, LLC
N/A—3,607-3,607-100%$298.0K———
Dunhill Financial, LLC
N/A—3,572-3,572-100%$295.2K———
Nwam LLC
N/A—3,522-3,522-100%$291.0K———
Scotia Capital Inc.
N/A—3,450-3,450-100%$285.0K———
Oxford Financial Group, Ltd. LLC
N/A—3,420-3,420-100%$282.6K———
Calton & Associates, Inc.
N/A—3,402-3,402-100%$281.1K———
Pacific SUN Financial Corp
N/A—3,390-3,390-100%$280.1K———
Spartan Wealth Advisory Services LLC
N/A—3,331-3,331-100%$275.2K———
NorthRock Partners, LLC
N/A—3,328-3,328-100%$274.9K———
Bessemer Group Inc
N/A—3,300-3,300-100%$273.0K———
FSA Advisors, Inc.
N/A—3,193-3,193-100%$263.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,169-3,169-100%$261.9K———
Ballentine Partners, LLC
N/A—3,150-3,150-100%$260.3K———
Apriem Advisors
N/A—3,114-3,114-100%$257.3K———
M&T Bank Corp
N/A—3,054-3,054-100%$252.3K———
Atlantic Union Bankshares Corp
N/A—3,024-3,024-100%$249.9K———
Lbmc Investment Advisors, LLC
N/A—3,011-3,011-100%$248.7K———
BHK Investment Advisors, LLC
N/A—3,000-3,000-100%$247.9K———
Truepoint, Inc.
N/A—2,754-2,754-100%$227.5K———
SOA Wealth Advisors, Llc.
N/A—2,725-2,725-100%$225.2K———
GeoWealth Management, LLC
N/A—2,706-2,706-100%$223.6K———
Prosperity Consulting Group, LLC
N/A—2,658-2,658-100%$219.6K———
Vanguard Personalized Indexing Management, LLC
N/A—2,644-2,644-100%$218.4K———
Bridgewater Advisors Inc.
N/A—2,640-2,640-100%$219.4K———
Chesapeake Wealth Management
N/A—2,640-2,640-100%$218.1K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,625-2,625-100%$216.9K———
Marshall Financial Group, LLC
N/A—2,613-2,613-100%$215.9K———
Westmount Partners, LLC
N/A—2,612-2,612-100%$215.8K———
Zacks Investment Management
N/A—2,598-2,598-100%$214.7K———
Keel Point, LLC
N/A—2,592-2,592-100%$214.2K———
Icon Wealth Advisors, LLC
N/A—2,580-2,580-100%$213.2K———
Pure Financial Advisors, LLC
N/A—2,567-2,567-100%$212.1K———
Hanover Advisors Inc
N/A—2,563-2,563-100%$211.8K———
Goldstone Financial Group, LLC
N/A—2,509-2,509-100%$207.3K———
Tilson Financial Group, Inc.
N/A—2,484-2,484-100%$205.2K———
Allied Private Wealth LLC
N/A—2,419-2,419-100%$198.1K———
Investment Counsel Co of Nevada
N/A—2,298-2,298-100%$189.9K———
FAS Wealth Partners, Inc.
N/A—2,292-2,292-100%$189.4K———
Tripletail Wealth Management, LLC
N/A—2,220-2,220-100%$180.8K———
HM Payson & Co
N/A—2,202-2,202-100%$181.9K———
Fiduciary Financial Advisors
N/A—1,924-1,924-100%$159.0K———
One Capital Management, LLC
N/A—1,799-1,799-100%$733.4K———
Cloud Capital Management, LLC
N/A—1,738-1,738-100%$396———
Crewe Advisors LLC
N/A—1,715-1,715-100%$141.7K———
Bartlett & Co. Wealth Management LLC
N/A—1,674-1,674-100%$138.3K———
UBS Asset Management Americas LLC
N/A—1,637-1,637-100%$135.2K———
Rialto Wealth Management, LLC
N/A—1,626-1,626-100%$134.3K———
VSM Wealth Advisory, LLC
N/A—1,440-1,440-100%$119.0K———
Smartleaf Asset Management LLC
N/A—1,375-1,375-100%$112.0K———
National Bank of Canada
N/A—1,368-1,368-100%$113.1K———
IFG Advisory, LLC
N/A—1,302-1,302-100%$107.6K———
Glen Eagle Advisors, LLC
N/A—1,241-1,241-100%$102.5K———
Hantz Financial Services, Inc.
N/A—1,166-1,166-100%$96.0K———
Qube Research & Technologies Ltd
N/A—986-986-100%$81.5K———
Coppell Advisory Solutions LLC
N/A—917-917-100%$221.6K———
JDM Financial Group LLC
N/A—912-912-100%$75.4K———
Anchor Investment Management, LLC
N/A—897-897-100%$74.1K———
HighMark Wealth Management LLC
N/A—802-802-100%$66.3K———
1 North Wealth Services LLC
N/A—726-726-100%$60.0K———
Roble, Belko & Company, Inc
N/A—674-674-100%$56.0K———
Tidemark, LLC
N/A—643-643-100%$53.1K———
HHM Wealth Advisors, LLC
N/A—642-642-100%$53.0K———
Banque Transatlantique SA
N/A—642-642-100%$53.0K———
Strategic Wealth Partners, Ltd.
N/A—600-600-100%$49.6K———
Lowe Brockenbrough & Co Inc
N/A—540-540-100%$44.6K———
SouthState Bank Corp
N/A—447-447-100%$36.9K———
Transamerica Financial Advisors, LLC
N/A—408-408-100%$33.7K———
Orion Capital Management LLC
N/A—406-406-100%$33.5K———
Whittier Trust Co of Nevada Inc
N/A—384-384-100%$31.4K———
Strive Financial Group,LLC
N/A—369-369-100%$30.5K———
Colonial Trust Advisors
N/A—360-360-100%$29.7K———
LOM Asset Management Ltd
N/A—360-360-100%$29.7K———
Caitlin John, LLC
N/A—342-342-100%$28.3K———
Synergy Investment Management, LLC
N/A—260-260-100%$21.5K———
Johnson Financial Group, Inc.
N/A—246-246-100%$20.3K———
Rothschild Investment LLC
N/A—237-237-100%$19.6K———
Beaird Harris Wealth Management, LLC
N/A—222-222-100%$18.3K———
Hollencrest Capital Management
N/A—189-189-100%$15.6K———
Corsicana & Co.
N/A—180-180-100%$14.9K———
Strategic Investment Solutions, Inc.
N/A—163-163-100%$13.7K———
JPL Wealth Management, LLC
N/A—150-150-100%$12.4K———
Chesapeake Asset Management LLC
N/A—145-145-100%$12.0K———
ST Germain D J Co Inc
N/A—126-126-100%$10.4K———
Rexford Capital Inc
N/A—120-120-100%$9.9K———
Steigerwald, Gordon & Koch Inc.
N/A—118-118-100%$9.7K———
Caldwell Sutter Capital, Inc.
N/A—54-54-100%$4.5K———
Morse Asset Management, Inc
N/A—48-48-100%$4.0K———
Millstone Evans Group, LLC
N/A—36-36-100%$3.0K———
Bellevue Asset Management, LLC
N/A—36-36-100%$3.0K———
Aventura Private Wealth, LLC
N/A—30-30-100%$2.5K———
BNP Paribas Financial Markets
N/A—28-28-100%$2.3K———
Providence Capital Advisors, LLC
N/A—26-26-100%$2.2K———
Federation des caisses Desjardins du Quebec
N/A—24-24-100%$2.0K———
Oakmont Advisory Group, LLC
N/A—14-14-100%$1.2K———
Glassman Wealth Services
N/A—6-6-100%$496———
Darwin Wealth Management, LLC
N/A—00—$31———
Showing 792 of 792 institutions