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Vanguard S&P 500 Value ETF (VOOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares504,246 from 488,679
Change+15,567 (+3%)
Value$111.1M (+$4.0M)
Filed 2026-11-06
Shakespeare Wealth Management, LLC
INCREASED
Shares361,772 from 348,545
Change+13,227 (+4%)
Value$79.7M (+$3.3M)
Filed 2026-10-28
Stordahl Capital Management, Inc.
INCREASED
Shares252,142 from 249,707
Change+2,435 (+1%)
Value$55.6M (+$818.8K)
Filed 2026-10-22
Grant Street Asset Management, Inc.
INCREASED
Shares160,304 from 158,481
Change+1,823 (+1%)
Value$35.3M (+$580.8K)
Filed 2026-10-26
Petredis Investment Advisors LLC
DECREASED
Shares120,328 from 120,521
Change-193 (0%)
Value$26.5M (+$93.7K)
Filed 2026-10-20
MMA Asset Management LLC
INCREASED
Shares98,306 from 89,033
Change+9,273 (+10%)
Value$21.7M (+$2.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares94,716 from 95,681
Change-965 (-1%)
Value$20.9K (-$21.0M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares84,717 from 85,349
Change-632 (-1%)
Value$18.7M (-$43.1K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares84,364 from 79,037
Change+5,327 (+7%)
Value$18.6M (+$1.3M)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares75,666 from 76,962
Change-1,296 (-2%)
Value$16.7M (-$198.6K)
Filed 2026-11-06
Lutz Financial Services LLC
DECREASED
Shares70,988 from 71,734
Change-746 (-1%)
Value$15.6M (-$83.3K)
Filed 2026-11-06
Phillips Financial Management, LLC
DECREASED
Shares69,646 from 71,681
Change-2,035 (-3%)
Value$15.3M (-$367.4K)
Filed 2026-10-19
Beacon Capital Management, LLC
DECREASED
Shares59,728 from 65,619
Change-5,891 (-9%)
Value$13.2M (-$1.2M)
Filed 2026-10-23
Conning Inc.
UNCHANGED
Shares57,210 from 57,210
Change0 (0%)
Value$12.6M (+$64.6K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares49,650 from 49,919
Change-269 (-1%)
Value$10.9M (-$2.8K)
Filed 2026-10-20
Lotus Asset Management LLC
DECREASED
Shares46,614 from 46,932
Change-318 (-1%)
Value$10.3M (+$112.8K)
Filed 2026-10-14
First Bank & Trust
UNCHANGED
Shares45,762 from 45,762
Change0 (0%)
Value$10.1M (+$51.7K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
DECREASED
Shares41,076 from 41,084
Change-8 (0%)
Value$9.1M (+$44.7K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares40,934 from 45,811
Change-4,877 (-11%)
Value$9.0M (-$1.0M)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares39,993 from 51,736
Change-11,743 (-23%)
Value$8.8M (-$2.5M)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares39,693 from 43,783
Change-4,090 (-9%)
Value$8.7M (-$851.8K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares39,408 from 41,824
Change-2,416 (-6%)
Value$8.7M (-$485.0K)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares39,010 from 76,729
Change-37,719 (-49%)
Value$8.6M (-$7.6M)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares37,692 from 40,214
Change-2,522 (-6%)
Value$8.3M (-$510.3K)
Filed 2026-11-02
Encompass Wealth Advisors, LLC
INCREASED
Shares35,294 from 15,581
Change+19,713 (+127%)
Value$7.8M (+$4.4M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares33,320 from 30,465
Change+2,855 (+9%)
Value$7.3M (+$663.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares31,420 from 31,545
Change-125 (0%)
Value$6.9M (+$8.1K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
DECREASED
Shares31,240 from 31,246
Change-6 (0%)
Value$6.9M (+$34.1K)
Filed 2026-11-03
Garde Capital, Inc.
DECREASED
Shares28,013 from 54,713
Change-26,700 (-49%)
Value$6.2M (-$5.8M)
Filed 2026-10-29
Ramiah Investment Group
INCREASED
Shares27,755 from 27,751
Change+4 (+0%)
Value$6.1M (+$32.2K)
Filed 2026-10-20
Fairscale Capital, LLC
UNCHANGED
Shares27,444 from 27,444
Change0 (0%)
Value$6.3M (+$327.1K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
DECREASED
Shares25,193 from 26,793
Change-1,600 (-6%)
Value$5.6M (-$322.1K)
Filed 2026-10-15
Delta Wealth Advisors LLC
INCREASED
Shares23,106 from 22,846
Change+260 (+1%)
Value$5.1M (+$83.3K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,188 from 19,872
Change+1,316 (+7%)
Value$4.8M (+$329.6K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares19,745 from 19,327
Change+418 (+2%)
Value$4.4M (+$114.0K)
Filed 2026-10-08
First Bancorp, Inc
INCREASED
Shares18,281 from 18,086
Change+195 (+1%)
Value$4.0M (+$63.4K)
Filed 2026-10-26
Keybank National Association
UNCHANGED
Shares18,090 from 18,090
Change0 (0%)
Value$4.0M (+$20.4K)
Filed 2026-11-04
Beacon Financial Planning, Inc
DECREASED
Shares17,758 from 17,824
Change-66 (0%)
Value$3.9M (+$5.6K)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares17,689 from 18,059
Change-370 (-2%)
Value$3.9M (-$61.3K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares17,524 from 20,411
Change-2,887 (-14%)
Value$3.9M (-$613.0K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares17,320 from 17,320
Change0 (0%)
Value$3.8M ($0)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares17,056 from 16,257
Change+799 (+5%)
Value$3.8M (+$194.3K)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares15,976 from 17,708
Change-1,732 (-10%)
Value$3.5M (-$361.7K)
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares15,878 from 16,499
Change-621 (-4%)
Value$3.5M (-$118.1K)
Filed 2026-10-27
Insight 2811, Inc.
INCREASED
Shares15,063 from 14,831
Change+232 (+2%)
Value$3.3M (+$67.9K)
Filed 2026-11-06
Titleist Asset Management, LLC
INCREASED
Shares14,031 from 11,659
Change+2,372 (+20%)
Value$3.1M (+$535.8K)
Filed 2026-10-08
Thrivent Financial for Lutherans
DECREASED
Shares13,250 from 13,905
Change-655 (-5%)
Value$2.9K (-$3.0M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares13,073 from 11,323
Change+1,750 (+15%)
Value$2.9M (+$398.5K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares12,524 from 13,264
Change-740 (-6%)
Value$2.8M (-$148.1K)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares12,323 from 12,290
Change+33 (+0%)
Value$2.8M (+$153.9K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares11,441 from 11,441
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares11,155 from 11,140
Change+15 (+0%)
Value$2.5M (+$15.9K)
Filed 2026-10-28
Arlington Trust Co LLC
DECREASED
Shares10,016 from 10,426
Change-410 (-4%)
Value$2.2M (-$78.6K)
Filed 2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED
Shares10,005 from 10,005
Change0 (0%)
Value$2.2M (+$11.3K)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares9,426 from 9,425
Change+1 (+0%)
Value$2.1M (+$11.0K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares9,092 from 8,872
Change+220 (+2%)
Value$2.0M (+$58.6K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares9,011 from 7,686
Change+1,325 (+17%)
Value$2.0M (+$300.6K)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares8,957 from 8,956
Change+1 (+0%)
Value$2.0M (+$10.3K)
Filed 2026-10-23
Iams Wealth Management, LLC
DECREASED
Shares8,929 from 17,063
Change-8,134 (-48%)
Value$2.0M (-$1.8M)
Filed 2026-10-15
Allen Investment Management, LLC
UNCHANGED
Shares8,891 from 8,891
Change0 (0%)
Value$2.0M (+$10.0K)
Filed 2026-11-03
Midwest Financial Network, LLC
DECREASED
Shares8,882 from 19,884
Change-11,002 (-55%)
Value$2.0M (-$2.4M)
Filed 2026-10-13
Stonebridge Financial Planning Group, LLC
DECREASED
Shares8,710 from 9,010
Change-300 (-3%)
Value$1.9M (-$55.8K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares8,640 from 9,259
Change-619 (-7%)
Value$1.9M (-$125.8K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares8,582 from 7,683
Change+899 (+12%)
Value$1.9M (+$206.9K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares8,024 from 7,909
Change+115 (+1%)
Value$1.8M (+$34.3K)
Filed 2026-10-22
Virtue Capital Management, LLC
DECREASED
Shares7,871 from 9,450
Change-1,579 (-17%)
Value$1.7M (-$337.2K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares7,855 from 8,434
Change-579 (-7%)
Value$1.7M (-$118.0K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares7,680 from 6,590
Change+1,090 (+17%)
Value$1.7M (+$247.6K)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares7,579 from 8,345
Change-766 (-9%)
Value$1.7M (-$159.4K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares7,246 from 7,678
Change-432 (-6%)
Value$1.6M (-$88.7K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares7,207 from 7,151
Change+56 (+1%)
Value$1.6M (+$20.3K)
Filed 2026-10-23
Constellation Investments, Inc.
DECREASED
Shares7,000 from 14,000
Change-7,000 (-50%)
Value$1.5M (-$1.5M)
Filed 2026-10-28
Northern Lights Advisors, Inc.
UNCHANGED
Shares6,538 from 6,538
Change0 (0%)
Value$1.4M (+$7.4K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares6,476 from 6,501
Change-25 (0%)
Value$1.4M (+$1.8K)
Filed 2026-10-28
Avion Wealth
DECREASED
Shares6,271 from 6,341
Change-70 (-1%)
Value$1.4K (-$1.4M)
Filed 2026-11-04
Compass Financial Group, Inc
UNCHANGED
Shares6,214 from 6,214
Change0 (0%)
Value$1.4M (+$7.0K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares6,196 from 4,829
Change+1,367 (+28%)
Value$1.4M (+$306.6K)
Filed 2026-10-28
Apeiron RIA LLC
DECREASED
Shares6,186 from 6,193
Change-7 (0%)
Value$1.4M (+$8.1K)
Filed 2026-10-08
Gemmer Asset Management LLC
UNCHANGED
Shares6,117 from 6,117
Change0 (0%)
Value$1.3M (+$6.9K)
Filed 2026-10-16
Perennial Advisors, LLC
NEW
Shares5,613
Change+5,613
Value$1.2M
Filed 2026-10-13
Fiera Capital Corp
UNCHANGED
Shares5,535 from 5,535
Change0 (0%)
Value$1.2M (+$6.3K)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares5,514 from 5,006
Change+508 (+10%)
Value$1.3M (+$131.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares5,514 from 5,006
Change+508 (+10%)
Value$1.3M (+$131.6K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares5,443 from 5,437
Change+6 (+0%)
Value$1.2M (+$7.5K)
Filed 2026-10-09
Bluesphere Advisors LLC
INCREASED
Shares5,424 from 5,403
Change+21 (+0%)
Value$1.2M (+$10.8K)
Filed 2026-10-19
Security Financial Services, Inc.
DECREASED
Shares5,242 from 5,266
Change-24 (0%)
Value$1.2M (+$715)
Filed 2026-10-29
KWB Wealth
DECREASED
Shares5,232 from 5,545
Change-313 (-6%)
Value$1.2M (-$62.7K)
Filed 2026-10-16
D.A. Davidson & Co.
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$1.1M (+$5.6K)
Filed 2026-10-28
Visionary Wealth Advisors
UNCHANGED
Shares4,820 from 4,820
Change0 (0%)
Value$1.1M (+$5.4K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares4,723 from 5,785
Change-1,062 (-18%)
Value$1.0M (-$227.5K)
Filed 2026-10-23
Santori & Peters, Inc.
DECREASED
Shares4,652 from 4,695
Change-43 (-1%)
Value$1.0M (-$4.1K)
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares4,623 from 3,999
Change+624 (+16%)
Value$1.0M (+$141.9K)
Filed 2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED
Shares4,602 from 4,495
Change+107 (+2%)
Value$1.0M (+$28.7K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares4,568 from 4,413
Change+155 (+4%)
Value$1.0M (+$39.1K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares4,478 from 4,416
Change+62 (+1%)
Value$986.9K (+$18.7K)
Filed 2026-10-29
Wedmont Private Capital
INCREASED
Shares4,333 from 4,321
Change+12 (+0%)
Value$971.6K (+$10.2K)
Filed 2026-10-09
Soltis Investment Advisors LLC
UNCHANGED
Shares4,327 from 4,327
Change0 (0%)
Value$953.3K (+$4.9K)
Filed 2026-10-28
Naples Global Advisors, LLC
UNCHANGED
Shares4,247 from 4,247
Change0 (0%)
Value$935.8K (+$4.8K)
Filed 2026-11-05
Northwest Wealth Advisors, LLC
DECREASED
Shares4,124 from 4,172
Change-48 (-1%)
Value$908.7K (-$5.7K)
Filed 2026-11-02
Sherman Wealth Management LLC
INCREASED
Shares4,011 from 4,000
Change+11 (+0%)
Value$883.7K (+$6.9K)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares3,873 from 3,857
Change+16 (+0%)
Value$853.4K (+$8.0K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares3,866 from 2,333
Change+1,533 (+66%)
Value$851.7K (+$340.2K)
Filed 2026-10-23
Silverlake Wealth Management LLC
INCREASED
Shares3,649 from 3,211
Change+438 (+14%)
Value$803.9K (+$100.1K)
Filed 2026-10-21
Verum Partners LLC
DECREASED
Shares3,435 from 4,110
Change-675 (-16%)
Value$757.0K (-$143.9K)
Filed 2026-10-21
WealthCare Investment Partners, LLC
INCREASED
Shares3,408 from 3,394
Change+14 (+0%)
Value$751.0K (+$7.0K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$746.3K (+$3.8K)
Filed 2026-11-05
Creekside Partners
DECREASED
Shares3,386 from 3,538
Change-152 (-4%)
Value$746.0K (-$29.6K)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares3,362 from 3,362
Change0 (0%)
Value$740.8K (+$3.8K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$721.8K (+$3.7K)
Filed 2026-10-21
Verus Wealth Management, LLC
DECREASED
Shares3,207 from 3,313
Change-106 (-3%)
Value$706.6K (-$19.6K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares3,187 from 3,146
Change+41 (+1%)
Value$702.3K (+$12.6K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares3,096 from 4,052
Change-956 (-24%)
Value$682.1K (-$206.2K)
Filed 2026-11-03
Arbor Investment Advisors, LLC
DECREASED
Shares3,045 from 3,936
Change-891 (-23%)
Value$670.9K (-$191.8K)
Filed 2026-10-26
Sightline Wealth Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$661.0K (+$3.4K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares2,835 from 2,642
Change+193 (+7%)
Value$624.7K (+$45.5K)
Filed 2026-11-04
Rodgers & Associates, LTD
UNCHANGED
Shares2,828 from 2,828
Change0 (0%)
Value$623.1K (+$3.2K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,814 from 2,804
Change+10 (+0%)
Value$620.1K (+$5.4K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
INCREASED
Shares2,785 from 2,675
Change+110 (+4%)
Value$613.6K (+$27.3K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$607.0K (+$3.1K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares2,657
Change+2,657
Value$616
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares2,618 from 2,593
Change+25 (+1%)
Value$576.8K (+$8.3K)
Filed 2026-11-04
Shulman DeMeo Asset Management LLC
INCREASED
Shares2,616 from 2,574
Change+42 (+2%)
Value$582.3K (+$18.1K)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares2,561 from 1,147
Change+1,414 (+123%)
Value$564.3K (+$312.9K)
Filed 2026-10-21
Thryve Wealth Management LLC
DECREASED
Shares2,557 from 3,006
Change-449 (-15%)
Value$563.4K (-$95.5K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$573.8K (+$5.1K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$550.9K (+$2.8K)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares2,421 from 2,569
Change-148 (-6%)
Value$533.4K (-$29.7K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
INCREASED
Shares2,346 from 2,344
Change+2 (+0%)
Value$516.9K (+$3.2K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares2,170 from 1,720
Change+450 (+26%)
Value$478.2K (+$101.1K)
Filed 2026-10-23
EdgeRock Capital LLC
NEW
Shares2,154
Change+2,154
Value$474.5K
Filed 2026-11-03
CapWealth Advisors, LLC
INCREASED
Shares2,117 from 1,789
Change+328 (+18%)
Value$466.5K (+$74.3K)
Filed 2026-10-05
Walker Asset Management, LLC
UNCHANGED
Shares2,093 from 2,093
Change0 (0%)
Value$461.2K (+$2.4K)
Filed 2026-10-13
CPC Advisors, LLC
NEW
Shares2,079
Change+2,079
Value$458.1K
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,073 from 1,463
Change+610 (+42%)
Value$456.8K (+$136.1K)
Filed 2026-10-16
Berkshire Money Management, Inc.
NEW
Shares2,058
Change+2,058
Value$453.5K
Filed 2026-10-21
Roberts Wealth Advisors, LLC
DECREASED
Shares2,037 from 2,127
Change-90 (-4%)
Value$448.8K (-$17.4K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,023 from 2,027
Change-4 (0%)
Value$445.7K (+$1.3K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares2,020 from 4,991
Change-2,971 (-60%)
Value$445.0K (-$649.0K)
Filed 2026-10-15
Oxler Private Wealth LLC
INCREASED
Shares1,957 from 1,949
Change+8 (+0%)
Value$431.2K (+$4.0K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares1,930 from 1,928
Change+2 (+0%)
Value$425.3K (+$2.6K)
Filed 2026-11-06
Fairway Wealth LLC
INCREASED
Shares1,895 from 1,447
Change+448 (+31%)
Value$417.5K (+$100.2K)
Filed 2026-10-30
IFG Advisors, LLC
INCREASED
Shares1,886 from 1,885
Change+1 (+0%)
Value$415.5K (+$2.2K)
Filed 2026-10-15
Centurion Wealth Management LLC
DECREASED
Shares1,865 from 2,241
Change-376 (-17%)
Value$410.9K (-$80.4K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares1,856 from 2,116
Change-260 (-12%)
Value$408.9K (-$54.9K)
Filed 2026-10-13
Guidance Point Advisors, LLC
INCREASED
Shares1,813 from 1,805
Change+8 (+0%)
Value$399.6K (+$3.7K)
Filed 2026-10-15
Calamos Advisors LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$399.3K (+$2.0K)
Filed 2026-11-02
West Bancorporation Inc
DECREASED
Shares1,725 from 3,450
Change-1,725 (-50%)
Value$380.1K (-$376.2K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares1,703 from 1,550
Change+153 (+10%)
Value$375 (-$339.6K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares1,679 from 1,690
Change-11 (-1%)
Value$370.0K (-$488)
Filed 2026-11-05
Hardin Capital Partners, LLC
INCREASED
Shares1,657 from 1,656
Change+1 (+0%)
Value$365.0K (+$1.3K)
Filed 2026-10-09
Net Worth Advisory Group
INCREASED
Shares1,649 from 1,623
Change+26 (+2%)
Value$364.0K (+$8.1K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares1,648 from 1,028
Change+620 (+60%)
Value$363.2K (+$137.8K)
Filed 2026-11-03
Lakeside Advisors, Inc.
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$355.6K (+$1.8K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares1,613 from 1,567
Change+46 (+3%)
Value$355.4K (+$12.0K)
Filed 2026-10-13
Traynor Capital Management, Inc.
NEW
Shares1,612
Change+1,612
Value$355.2K
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$349.4K (+$1.8K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares1,577 from 2,281
Change-704 (-31%)
Value$347.4K (-$152.5K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares1,472 from 1,514
Change-42 (-3%)
Value$324.3K (-$7.7K)
Filed 2026-11-05
A4 Wealth Advisors LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$313.2K (+$1.6K)
Filed 2026-10-20
Stone Summit Wealth LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$312.9K (+$1.6K)
Filed 2026-10-14
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,378 from 1,373
Change+5 (+0%)
Value$303.5K (+$2.6K)
Filed 2026-11-02
First Heartland Consultants, Inc.
NEW
Shares1,363
Change+1,363
Value$300.3K
Filed 2026-10-08
Eagle Global Advisors LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$297.5K (+$1.5K)
Filed 2026-11-02
AA Financial Advisors, LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$294.5K (+$1.5K)
Filed 2026-10-19
Optivise Advisory Services LLC
INCREASED
Shares1,310 from 1,306
Change+4 (+0%)
Value$288.7K (+$2.4K)
Filed 2026-10-19
Guardian Wealth Management, Inc.
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$288.2K (+$1.5K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$288.0K (+$1.5K)
Filed 2026-10-13
Principle Wealth Partners LLC
INCREASED
Shares1,304 from 1,303
Change+1 (+0%)
Value$287.5K (+$1.8K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares1,303 from 1,301
Change+2 (+0%)
Value$287.0K (+$1.7K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$286.2K (+$1.5K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares1,286 from 1,201
Change+85 (+7%)
Value$283.4K (+$20.1K)
Filed 2026-10-08
Lynch & Associates
DECREASED
Shares1,280 from 1,300
Change-20 (-2%)
Value$282.0K (-$2.9K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$275.4K (+$1.4K)
Filed 2026-10-26
CIBC Asset Management Inc
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$274.8K (+$1.4K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares1,243 from 1,238
Change+5 (+0%)
Value$273.9K (+$2.4K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$268.6K (+$1.4K)
Filed 2026-11-04
Sound Income Strategies, LLC
DECREASED
Shares1,201 from 1,397
Change-196 (-14%)
Value$269.3K (-$36.9K)
Filed 2026-10-09
Legacy Financial Group, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$264.4K (+$1.4K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares1,187 from 2,339
Change-1,152 (-49%)
Value$261.6K (-$251.1K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares1,185 from 1,540
Change-355 (-23%)
Value$267.7K (-$69.9K)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares1,185 from 1,245
Change-60 (-5%)
Value$261.1K (-$11.8K)
Filed 2026-10-21
Old North State Wealth Management, LLC
INCREASED
Shares1,176 from 1,171
Change+5 (+0%)
Value$259.3K (+$2.4K)
Filed 2026-10-22
Asset Management Advisors, LLC
DECREASED
Shares1,158 from 1,253
Change-95 (-8%)
Value$255.2K (-$19.5K)
Filed 2026-10-26
Realta Investment Advisors
DECREASED
Shares1,146 from 1,148
Change-2 (0%)
Value$252.5K (+$857)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares1,138 from 1,134
Change+4 (+0%)
Value$261.7K (+$10.8K)
Filed 2026-10-27
TrueWealth Advisors, LLC
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$249.6K (+$1.3K)
Filed 2026-10-09
Cutler Investment Counsel LLC
NEW
Shares1,128
Change+1,128
Value$248.5K
Filed 2026-10-28
Greenwood Gearhart LLC
DECREASED
Shares1,090 from 1,160
Change-70 (-6%)
Value$240.2K (-$14.2K)
Filed 2026-11-02
GenTrust, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$240.2K (+$1.2K)
Filed 2026-11-06
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$235.8K (+$1.2K)
Filed 2026-10-14
Chapin Davis, Inc.
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$230.7K (+$1.2K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares1,024
Change+1,024
Value$225.8K
Filed 2026-10-16
Founders Financial Securities LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$223.0K (+$1.1K)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$223.0K (+$1.1K)
Filed 2026-10-15
Briggs Wealth Management, Inc
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$220.8K (+$1.1K)
Filed 2026-10-26
Facet Wealth, Inc.
DECREASED
Shares982 from 2,187
Change-1,205 (-55%)
Value$216.4K (-$263.0K)
Filed 2026-11-04
Johnson Financial Group, LLC
DECREASED
Shares966 from 1,090
Change-124 (-11%)
Value$212.8K (-$26.1K)
Filed 2026-11-03
Alpha Omega Wealth Management LLC
DECREASED
Shares959 from 1,009
Change-50 (-5%)
Value$211.3K (-$9.9K)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$209.3K (+$1.1K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares913
Change+913
Value$201.1K
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$165.3K (+$847)
Filed 2026-10-28
Private Trust Co NA
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$161.7K (+$830)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares716 from 713
Change+3 (+0%)
Value$157.8K (+$1.5K)
Filed 2026-10-20
City State Bank
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$154.2K (+$791)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares699 from 698
Change+1 (+0%)
Value$154.0K (+$1.1K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$139.9K (+$718)
Filed 2026-10-16
Horizons Wealth Management
NEW
Shares622
Change+622
Value$136.9K
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares602 from 808
Change-206 (-25%)
Value$132.6K (-$44.5K)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares568 from 30
Change+538 (+1793%)
Value$125.1K (+$118.5K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$124.1K (+$636)
Filed 2026-11-05
Cullen T Bankers, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$122.7K (+$629)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares530 from 533
Change-3 (-1%)
Value$116.8K (-$58)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares502
Change+502
Value$110.6K
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares502 from 501
Change+1 (+0%)
Value$110.7K (+$640)
Filed 2026-10-26
Align Financial, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$109.7K (+$562)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares430 from 429
Change+1 (+0%)
Value$94.8K (+$781)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$95 (+$1)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares413 from 412
Change+1 (+0%)
Value$91.2K (+$771)
Filed 2026-10-27
Y.D. More Investments Ltd
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$85.5K (+$439)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares385 from 396
Change-11 (-3%)
Value$84.8K (-$2.0K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$79.5K (+$155)
Filed 2026-10-29
Bank of New Hampshire
DECREASED
Shares320 from 595
Change-275 (-46%)
Value$70.5K (-$59.9K)
Filed 2026-10-06
Lloyd Advisory Services, Llc.
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$70.1K (+$359)
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$66.1K (+$339)
Filed 2026-10-09
Quaker Wealth Management, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$60.8K (+$312)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares240 from 237
Change+3 (+1%)
Value$53.0K (+$1.1K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$51.3K (+$263)
Filed 2026-10-02
Birch Financial Group, LLC
NEW
Shares205
Change+205
Value$45.2K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$39.7K (+$203)
Filed 2026-11-03
Root Financial Partners, LLC
DECREASED
Shares173 from 2,469
Change-2,296 (-93%)
Value$38.1K (-$503.1K)
Filed 2026-10-21
Birchwood Financial Partners, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$37.1K (+$347)
Filed 2026-11-02
Ascentis Wealth Management, LLC
DECREASED
Shares153 from 3,102
Change-2,949 (-95%)
Value$33.7K (-$646.3K)
Filed 2026-11-03
Phillip James Consulting Co.
NEW
Shares130
Change+130
Value$28.6K
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$28.6K (+$147)
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares121
Change+121
Value$26.7K
Filed 2026-11-04
Valley National Advisers Inc
NEW
Shares118
Change+118
Value$26.0K
Filed 2026-10-23
Beacon Financial Strategies Corp
NEW
Shares115
Change+115
Value$25.3K
Filed 2026-10-14
1620 Investment Advisors, Inc.
DECREASED
Shares115 from 130
Change-15 (-12%)
Value$25.3K (-$3.2K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$24.1K (+$187)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares106 from 4
Change+102 (+2550%)
Value$23.4K (+$22.5K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.0K (+$113)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$21.6K (+$110)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares79 from 78
Change+1 (+1%)
Value$17.3K (+$162)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares74
Change+74
Value$16.3K
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$16.3K (+$83)
Filed 2026-10-23
Westside Investment Management, Inc.
INCREASED
Shares67 from 66
Change+1 (+2%)
Value$14.9K (+$174)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$14.5K (+$74)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$13.4K (+$69)
Filed 2026-10-30
Ascentis Independent Advisors
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$11.5K (+$59)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$9.7K (+$91)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares40 from 41
Change-1 (-2%)
Value$8.8K (-$174)
Filed 2026-10-27
Nemes Rush Group LLC
DECREASED
Shares36 from 512
Change-476 (-93%)
Value$8.0K (-$104.3K)
Filed 2026-11-04
Friedenthal Financial
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7.6K (+$71)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.4K (+$33)
Filed 2026-10-14
Blueline Advisors LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.6K ($0)
Filed 2026-10-15
Private Wealth Management Group, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.2K (+$21)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.2K (+$11)
Filed 2026-11-02
Concord Wealth Partners
DECREASED
Shares9 from 69
Change-60 (-87%)
Value$1.9K (-$13.1K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares8
Change+8
Value$1.8K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares6
Change+6
Value$1.3K
Filed 2026-10-09
Parkside Financial Bank & Trust
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$1.4K (+$306)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.4K (+$83)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$220 (+$1)
Filed 2026-11-05
LVW Advisors, LLC
CLOSED
Shares0 from 4,236
Change-4,236 (-100%)
Value$0 (-$928.6K)
Filed 2026-10-19
Tull Financial Group, Inc.
CLOSED
Shares0 from 1,356
Change-1,356 (-100%)
Value$0 (-$297.4K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-22
MCF Advisors LLC
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$81.8K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$67.5K)
Filed 2026-10-26
NBT Bank, N.A.
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$64.7K)
Filed 2026-10-21
Robinswood Financial LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-20
Bullock Wealth Management Group
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-29
RMG Wealth Management LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$438)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 1,881,920
Change-1,881,920 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,203,289
Change-1,203,289 (-100%)
Value—
UBS Group AG
N/A
Shares— from 631,279
Change-631,279 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 530,288
Change-530,288 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 514,718
Change-514,718 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 367,875
Change-367,875 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 367,536
Change-367,536 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 306,817
Change-306,817 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 290,756
Change-290,756 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 182,867
Change-182,867 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 162,498
Change-162,498 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 124,151
Change-124,151 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 99,005
Change-99,005 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 95,833
Change-95,833 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 87,890
Change-87,890 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 70,921
Change-70,921 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,789
Change-67,789 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 64,651
Change-64,651 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 64,580
Change-64,580 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 60,815
Change-60,815 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 58,723
Change-58,723 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 58,292
Change-58,292 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 50,408
Change-50,408 (-100%)
Value—
Betterment LLC
N/A
Shares— from 49,352
Change-49,352 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 47,142
Change-47,142 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 46,170
Change-46,170 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 44,578
Change-44,578 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,578
Change-44,578 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 43,980
Change-43,980 (-100%)
Value—
&partners
N/A
Shares— from 42,907
Change-42,907 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 41,751
Change-41,751 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 37,860
Change-37,860 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,545
Change-36,545 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 35,467
Change-35,467 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,570
Change-32,570 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 32,393
Change-32,393 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 31,407
Change-31,407 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 29,469
Change-29,469 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,296
Change-28,296 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Blair William & Co
N/A
Shares— from 26,263
Change-26,263 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 25,452
Change-25,452 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 22,712
Change-22,712 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,862
Change-21,862 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 20,254
Change-20,254 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 20,118
Change-20,118 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 19,137
Change-19,137 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,774
Change-18,774 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 15,798
Change-15,798 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,558
Change-13,558 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,571
Change-12,571 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,555
Change-12,555 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,897
Change-10,897 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,637
Change-10,637 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,430
Change-9,430 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,408
Change-9,408 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 7,661
Change-7,661 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,304
Change-6,304 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 852
Change-852 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
EFG International AG
N/A
Shares— from 795
Change-795 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 618
Change-618 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 434
Change-434 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 371
Change-371 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 351
Change-351 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 236
Change-236 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3
Change-3 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED504,246488,679+15,567+3%$107.1M$111.1M+$4.0M2026-11-06
Shakespeare Wealth Management, LLC
INCREASED361,772348,545+13,227+4%$76.4M$79.7M+$3.3M2026-10-28
Stordahl Capital Management, Inc.
INCREASED252,142249,707+2,435+1%$54.7M$55.6M+$818.8K2026-10-22
Grant Street Asset Management, Inc.
INCREASED160,304158,481+1,823+1%$34.7M$35.3M+$580.8K2026-10-26
Petredis Investment Advisors LLC
DECREASED120,328120,521-1930%$26.4M$26.5M+$93.7K2026-10-20
MMA Asset Management LLC
INCREASED98,30689,033+9,273+10%$19.5M$21.7M+$2.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED94,71695,681-965-1%$21.0M$20.9K-$21.0M2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED84,71785,349-632-1%$18.7M$18.7M-$43.1K2026-11-05
Graves Light Lenhart Wealth, Inc.
INCREASED84,36479,037+5,327+7%$17.3M$18.6M+$1.3M2026-10-09
Merit Financial Group, LLC
DECREASED75,66676,962-1,296-2%$16.9M$16.7M-$198.6K2026-11-06
Lutz Financial Services LLC
DECREASED70,98871,734-746-1%$15.7M$15.6M-$83.3K2026-11-06
Phillips Financial Management, LLC
DECREASED69,64671,681-2,035-3%$15.7M$15.3M-$367.4K2026-10-19
Beacon Capital Management, LLC
DECREASED59,72865,619-5,891-9%$14.4M$13.2M-$1.2M2026-10-23
Conning Inc.
UNCHANGED57,21057,21000%$12.5M$12.6M+$64.6K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED49,65049,919-269-1%$10.9M$10.9M-$2.8K2026-10-20
Lotus Asset Management LLC
DECREASED46,61446,932-318-1%$10.2M$10.3M+$112.8K2026-10-14
First Bank & Trust
UNCHANGED45,76245,76200%$10.0M$10.1M+$51.7K2026-10-19
Connecticut Wealth Management, LLC
DECREASED41,07641,084-80%$9.0M$9.1M+$44.7K2026-10-13
Ehrlich Financial Group
DECREASED40,93445,811-4,877-11%$10.0M$9.0M-$1.0M2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED39,99351,736-11,743-23%$11.3M$8.8M-$2.5M2026-10-14
MGO One Seven LLC
DECREASED39,69343,783-4,090-9%$9.6M$8.7M-$851.8K2026-10-28
Blue Trust, Inc.
DECREASED39,40841,824-2,416-6%$9.2M$8.7M-$485.0K2026-10-15
Savant Capital, LLC
DECREASED39,01076,729-37,719-49%$16.2M$8.6M-$7.6M2026-11-06
Kestra Advisory Services, LLC
DECREASED37,69240,214-2,522-6%$8.8M$8.3M-$510.3K2026-11-02
Encompass Wealth Advisors, LLC
INCREASED35,29415,581+19,713+127%$3.4M$7.8M+$4.4M2026-10-15
Truist Financial Corp
INCREASED33,32030,465+2,855+9%$6.7M$7.3M+$663.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED31,42031,545-1250%$6.9M$6.9M+$8.1K2026-11-02
Flagship Wealth Advisors, LLC
DECREASED31,24031,246-60%$6.8M$6.9M+$34.1K2026-11-03
Garde Capital, Inc.
DECREASED28,01354,713-26,700-49%$12.0M$6.2M-$5.8M2026-10-29
Ramiah Investment Group
INCREASED27,75527,751+4+0%$6.1M$6.1M+$32.2K2026-10-20
Fairscale Capital, LLC
UNCHANGED27,44427,44400%$6.0M$6.3M+$327.1K2026-11-04
Hoxton Planning & Management, LLC
DECREASED25,19326,793-1,600-6%$5.9M$5.6M-$322.1K2026-10-15
Delta Wealth Advisors LLC
INCREASED23,10622,846+260+1%$5.0M$5.1M+$83.3K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED21,18819,872+1,316+7%$4.4M$4.8M+$329.6K2026-10-13
Farther Finance Advisors, LLC
INCREASED19,74519,327+418+2%$4.2M$4.4M+$114.0K2026-10-08
First Bancorp, Inc
INCREASED18,28118,086+195+1%$4.0M$4.0M+$63.4K2026-10-26
Keybank National Association
UNCHANGED18,09018,09000%$4.0M$4.0M+$20.4K2026-11-04
Beacon Financial Planning, Inc
DECREASED17,75817,824-660%$3.9M$3.9M+$5.6K2026-11-04
Valmark Advisers, Inc.
DECREASED17,68918,059-370-2%$4.0M$3.9M-$61.3K2026-11-06
Fifth Third Bancorp
DECREASED17,52420,411-2,887-14%$4.5M$3.9M-$613.0K2026-11-05
Allworth Financial LP
UNCHANGED17,32017,32000%$3.8M$3.8M$02026-11-06
Flagship Harbor Advisors, LLC
INCREASED17,05616,257+799+5%$3.6M$3.8M+$194.3K2026-10-26
WBH Advisory Inc
DECREASED15,97617,708-1,732-10%$3.9M$3.5M-$361.7K2026-11-05
North Star Investment Management Corp.
DECREASED15,87816,499-621-4%$3.6M$3.5M-$118.1K2026-10-27
Insight 2811, Inc.
INCREASED15,06314,831+232+2%$3.3M$3.3M+$67.9K2026-11-06
Titleist Asset Management, LLC
INCREASED14,03111,659+2,372+20%$2.6M$3.1M+$535.8K2026-10-08
Thrivent Financial for Lutherans
DECREASED13,25013,905-655-5%$3.0M$2.9K-$3.0M2026-11-05
J.W. Cole Advisors, Inc.
INCREASED13,07311,323+1,750+15%$2.5M$2.9M+$398.5K2026-11-05
Fifth Third Securities, Inc.
DECREASED12,52413,264-740-6%$2.9M$2.8M-$148.1K2026-10-21
Prospera Financial Services Inc
INCREASED12,32312,290+33+0%$2.7M$2.8M+$153.9K2026-11-04
PKS Advisory Services, LLC
UNCHANGED11,44111,44100%$2.5M$2.5M$02026-10-26
TD Private Client Wealth LLC
INCREASED11,15511,140+15+0%$2.4M$2.5M+$15.9K2026-10-28
Arlington Trust Co LLC
DECREASED10,01610,426-410-4%$2.3M$2.2M-$78.6K2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED10,00510,00500%$2.2M$2.2M+$11.3K2026-11-04
Modera Wealth Management, LLC
INCREASED9,4269,425+1+0%$2.1M$2.1M+$11.0K2026-10-28
Innova Wealth Partners
INCREASED9,0928,872+220+2%$1.9M$2.0M+$58.6K2026-10-21
Creative Planning
INCREASED9,0117,686+1,325+17%$1.7M$2.0M+$300.6K2026-11-02
Citizens Financial Group Inc
INCREASED8,9578,956+1+0%$2.0M$2.0M+$10.3K2026-10-23
Iams Wealth Management, LLC
DECREASED8,92917,063-8,134-48%$3.7M$2.0M-$1.8M2026-10-15
Allen Investment Management, LLC
UNCHANGED8,8918,89100%$1.9M$2.0M+$10.0K2026-11-03
Midwest Financial Network, LLC
DECREASED8,88219,884-11,002-55%$4.4M$2.0M-$2.4M2026-10-13
Stonebridge Financial Planning Group, LLC
DECREASED8,7109,010-300-3%$2.0M$1.9M-$55.8K2026-11-06
Avior Wealth Management, LLC
DECREASED8,6409,259-619-7%$2.0M$1.9M-$125.8K2026-10-13
CoreCap Advisors, LLC
INCREASED8,5827,683+899+12%$1.7M$1.9M+$206.9K2026-10-08
Brookstone Capital Management
INCREASED8,0247,909+115+1%$1.7M$1.8M+$34.3K2026-10-22
Virtue Capital Management, LLC
DECREASED7,8719,450-1,579-17%$2.1M$1.7M-$337.2K2026-10-29
US Bancorp \de\
DECREASED7,8558,434-579-7%$1.8M$1.7M-$118.0K2026-11-05
Evergreen Capital Management LLC
INCREASED7,6806,590+1,090+17%$1.4M$1.7M+$247.6K2026-10-23
Mather Group, Llc.
DECREASED7,5798,345-766-9%$1.8M$1.7M-$159.4K2026-10-14
TD Waterhouse Canada Inc.
DECREASED7,2467,678-432-6%$1.7M$1.6M-$88.7K2026-10-16
Apollon Financial, LLC
INCREASED7,2077,151+56+1%$1.6M$1.6M+$20.3K2026-10-23
Constellation Investments, Inc.
DECREASED7,00014,000-7,000-50%$3.1M$1.5M-$1.5M2026-10-28
Northern Lights Advisors, Inc.
UNCHANGED6,5386,53800%$1.4M$1.4M+$7.4K2026-10-21
Intrua Financial, LLC
DECREASED6,4766,501-250%$1.4M$1.4M+$1.8K2026-10-28
Avion Wealth
DECREASED6,2716,341-70-1%$1.4M$1.4K-$1.4M2026-11-04
Compass Financial Group, Inc
UNCHANGED6,2146,21400%$1.4M$1.4M+$7.0K2026-10-13
Choreo, LLC
INCREASED6,1964,829+1,367+28%$1.1M$1.4M+$306.6K2026-10-28
Apeiron RIA LLC
DECREASED6,1866,193-70%$1.4M$1.4M+$8.1K2026-10-08
Gemmer Asset Management LLC
UNCHANGED6,1176,11700%$1.3M$1.3M+$6.9K2026-10-16
Perennial Advisors, LLC
NEW5,613—+5,613——$1.2M—2026-10-13
Fiera Capital Corp
UNCHANGED5,5355,53500%$1.2M$1.2M+$6.3K2026-11-06
Diversify Advisory Services, LLC
INCREASED5,5145,006+508+10%$1.1M$1.3M+$131.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED5,5145,006+508+10%$1.1M$1.3M+$131.6K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED5,4435,437+6+0%$1.2M$1.2M+$7.5K2026-10-09
Bluesphere Advisors LLC
INCREASED5,4245,403+21+0%$1.2M$1.2M+$10.8K2026-10-19
Security Financial Services, Inc.
DECREASED5,2425,266-240%$1.2M$1.2M+$7152026-10-29
KWB Wealth
DECREASED5,2325,545-313-6%$1.2M$1.2M-$62.7K2026-10-16
D.A. Davidson & Co.
UNCHANGED4,9244,92400%$1.1M$1.1M+$5.6K2026-10-28
Visionary Wealth Advisors
UNCHANGED4,8204,82000%$1.1M$1.1M+$5.4K2026-11-04
Simplicity Wealth,LLC
DECREASED4,7235,785-1,062-18%$1.3M$1.0M-$227.5K2026-10-23
Santori & Peters, Inc.
DECREASED4,6524,695-43-1%$1.0M$1.0M-$4.1K2026-10-26
MSH Capital Advisors LLC
INCREASED4,6233,999+624+16%$876.7K$1.0M+$141.9K2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED4,6024,495+107+2%$985.3K$1.0M+$28.7K2026-10-16
Independent Financial Group, LLC
INCREASED4,5684,413+155+4%$967.4K$1.0M+$39.1K2026-10-13
Integrity Alliance, Llc.
INCREASED4,4784,416+62+1%$968.2K$986.9K+$18.7K2026-10-29
Wedmont Private Capital
INCREASED4,3334,321+12+0%$961.4K$971.6K+$10.2K2026-10-09
Soltis Investment Advisors LLC
UNCHANGED4,3274,32700%$948.4K$953.3K+$4.9K2026-10-28
Naples Global Advisors, LLC
UNCHANGED4,2474,24700%$931.0K$935.8K+$4.8K2026-11-05
Northwest Wealth Advisors, LLC
DECREASED4,1244,172-48-1%$914.4K$908.7K-$5.7K2026-11-02
Sherman Wealth Management LLC
INCREASED4,0114,000+11+0%$876.8K$883.7K+$6.9K2026-10-16
Certuity, LLC
INCREASED3,8733,857+16+0%$845.4K$853.4K+$8.0K2026-11-02
Apollon Wealth Management, LLC
INCREASED3,8662,333+1,533+66%$511.5K$851.7K+$340.2K2026-10-23
Silverlake Wealth Management LLC
INCREASED3,6493,211+438+14%$703.9K$803.9K+$100.1K2026-10-21
Verum Partners LLC
DECREASED3,4354,110-675-16%$900.9K$757.0K-$143.9K2026-10-21
WealthCare Investment Partners, LLC
INCREASED3,4083,394+14+0%$744.0K$751.0K+$7.0K2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED3,3873,38700%$742.5K$746.3K+$3.8K2026-11-05
Creekside Partners
DECREASED3,3863,538-152-4%$775.6K$746.0K-$29.6K2026-11-04
Archer Investment Corp
UNCHANGED3,3623,36200%$737.0K$740.8K+$3.8K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED3,2763,27600%$718.1K$721.8K+$3.7K2026-10-21
Verus Wealth Management, LLC
DECREASED3,2073,313-106-3%$726.2K$706.6K-$19.6K2026-10-13
Magnus Financial Group LLC
INCREASED3,1873,146+41+1%$689.7K$702.3K+$12.6K2026-10-21
RFG Advisory, LLC
DECREASED3,0964,052-956-24%$888.3K$682.1K-$206.2K2026-11-03
Arbor Investment Advisors, LLC
DECREASED3,0453,936-891-23%$862.8K$670.9K-$191.8K2026-10-26
Sightline Wealth Advisors, LLC
UNCHANGED3,0003,00000%$657.6K$661.0K+$3.4K2026-10-21
Lido Advisors, LLC
INCREASED2,8352,642+193+7%$579.2K$624.7K+$45.5K2026-11-04
Rodgers & Associates, LTD
UNCHANGED2,8282,82800%$619.9K$623.1K+$3.2K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED2,8142,804+10+0%$614.7K$620.1K+$5.4K2026-10-13
BlueChip Wealth Advisors LLC
INCREASED2,7852,675+110+4%$586.4K$613.6K+$27.3K2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,7552,75500%$603.9K$607.0K+$3.1K2026-10-15
M Holdings Securities, Inc.
NEW2,657—+2,657——$616—2026-11-03
Creative Financial Designs Inc
INCREASED2,6182,593+25+1%$568.5K$576.8K+$8.3K2026-11-04
Shulman DeMeo Asset Management LLC
INCREASED2,6162,574+42+2%$564.2K$582.3K+$18.1K2026-10-09
Assetmark, Inc
INCREASED2,5611,147+1,414+123%$251.4K$564.3K+$312.9K2026-10-21
Thryve Wealth Management LLC
DECREASED2,5573,006-449-15%$658.9K$563.4K-$95.5K2026-10-09
Affinity Capital Advisors, LLC
UNCHANGED2,5502,55000%$568.6K$573.8K+$5.1K2026-10-13
Pinnacle Financial Group, LLC / IL
UNCHANGED2,5002,50000%$548.0K$550.9K+$2.8K2026-10-29
SBI Securities Co., Ltd.
DECREASED2,4212,569-148-6%$563.2K$533.4K-$29.7K2026-10-22
Confluence Wealth Services, Inc.
INCREASED2,3462,344+2+0%$513.7K$516.9K+$3.2K2026-11-05
HB Wealth Management, LLC
INCREASED2,1701,720+450+26%$377.1K$478.2K+$101.1K2026-10-23
EdgeRock Capital LLC
NEW2,154—+2,154——$474.5K—2026-11-03
CapWealth Advisors, LLC
INCREASED2,1171,789+328+18%$392.2K$466.5K+$74.3K2026-10-05
Walker Asset Management, LLC
UNCHANGED2,0932,09300%$458.8K$461.2K+$2.4K2026-10-13
CPC Advisors, LLC
NEW2,079—+2,079——$458.1K—2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED2,0731,463+610+42%$320.7K$456.8K+$136.1K2026-10-16
Berkshire Money Management, Inc.
NEW2,058—+2,058——$453.5K—2026-10-21
Roberts Wealth Advisors, LLC
DECREASED2,0372,127-90-4%$466.2K$448.8K-$17.4K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED2,0232,027-40%$444.4K$445.7K+$1.3K2026-10-23
Atria Investments, Inc
DECREASED2,0204,991-2,971-60%$1.1M$445.0K-$649.0K2026-10-15
Oxler Private Wealth LLC
INCREASED1,9571,949+8+0%$427.2K$431.2K+$4.0K2026-10-21
PNC Financial Services Group, Inc.
INCREASED1,9301,928+2+0%$422.7K$425.3K+$2.6K2026-11-06
Fairway Wealth LLC
INCREASED1,8951,447+448+31%$317.3K$417.5K+$100.2K2026-10-30
IFG Advisors, LLC
INCREASED1,8861,885+1+0%$413.3K$415.5K+$2.2K2026-10-15
Centurion Wealth Management LLC
DECREASED1,8652,241-376-17%$491.3K$410.9K-$80.4K2026-10-13
1900 Wealth Management LLC
DECREASED1,8562,116-260-12%$463.7K$408.9K-$54.9K2026-10-13
Guidance Point Advisors, LLC
INCREASED1,8131,805+8+0%$395.9K$399.6K+$3.7K2026-10-15
Calamos Advisors LLC
UNCHANGED1,8121,81200%$397.2K$399.3K+$2.0K2026-11-02
West Bancorporation Inc
DECREASED1,7253,450-1,725-50%$756.3K$380.1K-$376.2K2026-10-29
Park Avenue Securities LLC
INCREASED1,7031,550+153+10%$340.0K$375-$339.6K2026-10-26
Compound Planning, Inc.
DECREASED1,6791,690-11-1%$370.5K$370.0K-$4882026-11-05
Hardin Capital Partners, LLC
INCREASED1,6571,656+1+0%$363.8K$365.0K+$1.3K2026-10-09
Net Worth Advisory Group
INCREASED1,6491,623+26+2%$355.9K$364.0K+$8.1K2026-10-20
StoneX Group Inc.
INCREASED1,6481,028+620+60%$225.4K$363.2K+$137.8K2026-11-03
Lakeside Advisors, Inc.
UNCHANGED1,6141,61400%$353.8K$355.6K+$1.8K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED1,6131,567+46+3%$343.4K$355.4K+$12.0K2026-10-13
Traynor Capital Management, Inc.
NEW1,612—+1,612——$355.2K—2026-10-29
Cassaday & Co Wealth Management LLC
UNCHANGED1,5861,58600%$347.6K$349.4K+$1.8K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED1,5772,281-704-31%$499.9K$347.4K-$152.5K2026-11-06
Bank of New York Mellon Corp
DECREASED1,4721,514-42-3%$332.0K$324.3K-$7.7K2026-11-05
A4 Wealth Advisors LLC
UNCHANGED1,4221,42200%$311.6K$313.2K+$1.6K2026-10-20
Stone Summit Wealth LLC
UNCHANGED1,4201,42000%$311.3K$312.9K+$1.6K2026-10-14
Gutierrez Wealth Advisory, LLC
INCREASED1,3781,373+5+0%$300.9K$303.5K+$2.6K2026-11-02
First Heartland Consultants, Inc.
NEW1,363—+1,363——$300.3K—2026-10-08
Eagle Global Advisors LLC
UNCHANGED1,3501,35000%$295.9K$297.5K+$1.5K2026-11-02
AA Financial Advisors, LLC
UNCHANGED1,3371,33700%$293.0K$294.5K+$1.5K2026-10-19
Optivise Advisory Services LLC
INCREASED1,3101,306+4+0%$286.3K$288.7K+$2.4K2026-10-19
Guardian Wealth Management, Inc.
UNCHANGED1,3071,30700%$286.7K$288.2K+$1.5K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED1,3071,30700%$286.5K$288.0K+$1.5K2026-10-13
Principle Wealth Partners LLC
INCREASED1,3041,303+1+0%$285.7K$287.5K+$1.8K2026-11-02
Citigroup Inc
INCREASED1,3031,301+2+0%$285.3K$287.0K+$1.7K2026-11-04
Sterling Group Wealth Management, LLC
UNCHANGED1,2991,29900%$284.7K$286.2K+$1.5K2026-11-03
Everhart Financial Group, Inc.
INCREASED1,2861,201+85+7%$263.3K$283.4K+$20.1K2026-10-08
Lynch & Associates
DECREASED1,2801,300-20-2%$285.0K$282.0K-$2.9K2026-10-13
Lodestar Private Asset Management LLC
UNCHANGED1,2501,25000%$274.0K$275.4K+$1.4K2026-10-26
CIBC Asset Management Inc
UNCHANGED1,2471,24700%$273.4K$274.8K+$1.4K2026-11-05
Verus Capital Partners, LLC
INCREASED1,2431,238+5+0%$271.5K$273.9K+$2.4K2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED1,2191,21900%$267.2K$268.6K+$1.4K2026-11-04
Sound Income Strategies, LLC
DECREASED1,2011,397-196-14%$306.2K$269.3K-$36.9K2026-10-09
Legacy Financial Group, Inc.
UNCHANGED1,2001,20000%$263.1K$264.4K+$1.4K2026-10-21
Axxcess Wealth Management, LLC
DECREASED1,1872,339-1,152-49%$512.7K$261.6K-$251.1K2026-10-21
AdvisorNet Financial, Inc
DECREASED1,1851,540-355-23%$337.6K$267.7K-$69.9K2026-10-15
CGN Advisors LLC
DECREASED1,1851,245-60-5%$272.9K$261.1K-$11.8K2026-10-21
Old North State Wealth Management, LLC
INCREASED1,1761,171+5+0%$256.9K$259.3K+$2.4K2026-10-22
Asset Management Advisors, LLC
DECREASED1,1581,253-95-8%$274.7K$255.2K-$19.5K2026-10-26
Realta Investment Advisors
DECREASED1,1461,148-20%$251.7K$252.5K+$8572026-10-14
Chicago Partners Investment Group LLC
INCREASED1,1381,134+4+0%$250.9K$261.7K+$10.8K2026-10-27
TrueWealth Advisors, LLC
UNCHANGED1,1331,13300%$248.3K$249.6K+$1.3K2026-10-09
Cutler Investment Counsel LLC
NEW1,128—+1,128——$248.5K—2026-10-28
Greenwood Gearhart LLC
DECREASED1,0901,160-70-6%$254.3K$240.2K-$14.2K2026-11-02
GenTrust, LLC
UNCHANGED1,0901,09000%$238.9K$240.2K+$1.2K2026-11-06
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,0701,07000%$234.6K$235.8K+$1.2K2026-10-14
Chapin Davis, Inc.
UNCHANGED1,0471,04700%$229.5K$230.7K+$1.2K2026-10-09
Concurrent Investment Advisors, LLC
NEW1,024—+1,024——$225.8K—2026-10-16
Founders Financial Securities LLC
UNCHANGED1,0121,01200%$221.8K$223.0K+$1.1K2026-10-28
Pacific Center for Financial Services
UNCHANGED1,0121,01200%$221.8K$223.0K+$1.1K2026-10-15
Briggs Wealth Management, Inc
UNCHANGED1,0021,00200%$219.6K$220.8K+$1.1K2026-10-26
Facet Wealth, Inc.
DECREASED9822,187-1,205-55%$479.4K$216.4K-$263.0K2026-11-04
Johnson Financial Group, LLC
DECREASED9661,090-124-11%$238.9K$212.8K-$26.1K2026-11-03
Alpha Omega Wealth Management LLC
DECREASED9591,009-50-5%$221.2K$211.3K-$9.9K2026-10-23
Compagnie Lombard Odier SCmA
UNCHANGED95095000%$208.3K$209.3K+$1.1K2026-11-04
Partners Wealth Management, LLC
NEW913—+913——$201.1K—2026-10-28
Legacy Bridge, LLC
UNCHANGED75075000%$164.4K$165.3K+$8472026-10-28
Private Trust Co NA
UNCHANGED73473400%$160.9K$161.7K+$8302026-10-20
Physician Wealth Advisors, Inc.
INCREASED716713+3+0%$156.4K$157.8K+$1.5K2026-10-20
City State Bank
UNCHANGED70070000%$153.4K$154.2K+$7912026-10-20
Nfsg Corp
INCREASED699698+1+0%$153.0K$154.0K+$1.1K2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED63563500%$139.2K$139.9K+$7182026-10-16
Horizons Wealth Management
NEW622—+622——$136.9K—2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED602808-206-25%$177.1K$132.6K-$44.5K2026-11-03
Abound Wealth Management
INCREASED56830+538+1793%$6.5K$125.1K+$118.5K2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED56356300%$123.4K$124.1K+$6362026-11-05
Cullen T Bankers, Inc.
UNCHANGED55755700%$122.1K$122.7K+$6292026-10-28
Asset Dedication, LLC
DECREASED530533-3-1%$116.8K$116.8K-$582026-11-03
Latitude Advisors, LLC
NEW502—+502——$110.6K—2026-10-27
Lanark Financial, Inc.
INCREASED502501+1+0%$110.0K$110.7K+$6402026-10-26
Align Financial, LLC
UNCHANGED49849800%$109.2K$109.7K+$5622026-10-16
Spire Wealth Management
INCREASED430429+1+0%$94.0K$94.8K+$7812026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED42942900%$94$95+$12026-10-27
Comprehensive Financial Planning, Inc.
INCREASED413412+1+0%$90.4K$91.2K+$7712026-10-27
Y.D. More Investments Ltd
UNCHANGED38838800%$85.1K$85.5K+$4392026-11-02
AlphaCore Capital LLC
DECREASED385396-11-3%$86.8K$84.8K-$2.0K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED36136100%$79.4K$79.5K+$1552026-10-29
Bank of New Hampshire
DECREASED320595-275-46%$130.4K$70.5K-$59.9K2026-10-06
Lloyd Advisory Services, Llc.
UNCHANGED31831800%$69.7K$70.1K+$3592026-11-02
Gilpin Wealth Management, LLC
UNCHANGED30030000%$65.8K$66.1K+$3392026-10-09
Quaker Wealth Management, LLC
UNCHANGED27627600%$60.5K$60.8K+$3122026-10-22
Signaturefd, LLC
INCREASED240237+3+1%$51.9K$53.0K+$1.1K2026-10-23
Versant Capital Management, Inc
UNCHANGED23323300%$51.1K$51.3K+$2632026-10-02
Birch Financial Group, LLC
NEW205—+205——$45.2K—2026-10-27
Parallel Advisors, LLC
UNCHANGED18018000%$39.5K$39.7K+$2032026-11-03
Root Financial Partners, LLC
DECREASED1732,469-2,296-93%$541.2K$38.1K-$503.1K2026-10-21
Birchwood Financial Partners, Inc.
UNCHANGED16816800%$36.8K$37.1K+$3472026-11-02
Ascentis Wealth Management, LLC
DECREASED1533,102-2,949-95%$680.0K$33.7K-$646.3K2026-11-03
Phillip James Consulting Co.
NEW130—+130——$28.6K—2026-11-03
Trust Co of Vermont
UNCHANGED13013000%$28.5K$28.6K+$1472026-10-21
Kingdom Financial Group Llc.
NEW121—+121——$26.7K—2026-11-04
Valley National Advisers Inc
NEW118—+118——$26.0K—2026-10-23
Beacon Financial Strategies Corp
NEW115—+115——$25.3K—2026-10-14
1620 Investment Advisors, Inc.
DECREASED115130-15-12%$28.5K$25.3K-$3.2K2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED10910900%$23.9K$24.1K+$1872026-10-13
Russell Investments Group, Ltd.
INCREASED1064+102+2550%$907$23.4K+$22.5K2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED10010000%$21.9K$22.0K+$1132026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED989800%$21.5K$21.6K+$1102026-11-04
Bfsg, LLC
INCREASED7978+1+1%$17.2K$17.3K+$1622026-10-30
Jacobi Capital Management LLC
NEW74—+74——$16.3K—2026-11-05
Financial Management Professionals, Inc.
UNCHANGED747400%$16.2K$16.3K+$832026-10-23
Westside Investment Management, Inc.
INCREASED6766+1+2%$14.8K$14.9K+$1742026-11-02
Gamma Investing LLC
UNCHANGED666600%$14.5K$14.5K+$742026-10-08
Compass Financial Management LLC
UNCHANGED616100%$13.4K$13.4K+$692026-10-30
Ascentis Independent Advisors
UNCHANGED525200%$11.4K$11.5K+$592026-11-03
Clearstead Advisors, LLC
UNCHANGED444400%$9.6K$9.7K+$912026-11-06
WPG Advisers, LLC
DECREASED4041-1-2%$9.0K$8.8K-$1742026-10-27
Nemes Rush Group LLC
DECREASED36512-476-93%$112.3K$8.0K-$104.3K2026-11-04
Friedenthal Financial
UNCHANGED343400%$7.5K$7.6K+$712026-10-27
Triumph Capital Management
UNCHANGED292900%$6.4K$6.4K+$332026-10-14
Blueline Advisors LLC
UNCHANGED212100%$4.6K$4.6K$02026-10-15
Private Wealth Management Group, LLC
UNCHANGED191900%$4.2K$4.2K+$212026-10-19
Key FInancial Inc
UNCHANGED101000%$2.2K$2.2K+$112026-11-02
Concord Wealth Partners
DECREASED969-60-87%$15.1K$1.9K-$13.1K2026-11-02
Laurel Wealth Advisors LLC
NEW8—+8——$1.8K—2026-10-27
GK Wealth Management LLC
NEW6—+6——$1.3K—2026-10-09
Parkside Financial Bank & Trust
INCREASED65+1+20%$1.1K$1.4K+$3062026-10-27
Hughes Financial Services, LLC
UNCHANGED6600%$1.3K$1.4K+$832026-10-30
Larson Financial Group LLC
UNCHANGED1100%$219$220+$12026-11-05
LVW Advisors, LLC
CLOSED04,236-4,236-100%$928.6K$0-$928.6K2026-10-19
Tull Financial Group, Inc.
CLOSED01,356-1,356-100%$297.4K$0-$297.4K2026-11-05
Sagespring Wealth Partners, LLC
CLOSED0929-929-100%$203.7K$0-$203.7K2026-10-22
MCF Advisors LLC
CLOSED0373-373-100%$81.8K$0-$81.8K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0308-308-100%$67.5K$0-$67.5K2026-10-26
NBT Bank, N.A.
CLOSED0295-295-100%$64.7K$0-$64.7K2026-10-21
Robinswood Financial LLC
CLOSED053-53-100%$11.6K$0-$11.6K2026-10-20
Bullock Wealth Management Group
CLOSED035-35-100%$7.7K$0-$7.7K2026-10-09
International Assets Investment Management, LLC
CLOSED034-34-100%$7.5K$0-$7.5K2026-11-02
Tucker Asset Management LLC
CLOSED033-33-100%$7.2K$0-$7.2K2026-10-29
RMG Wealth Management LLC
CLOSED05-5-100%$1.3K$0-$1.3K2026-10-26
Smallwood Wealth Investment Management, LLC
CLOSED02-2-100%$438$0-$4382026-10-30
Bank of America Corp
N/A—1,881,920-1,881,920-100%$412.5M———
Morgan Stanley
N/A—1,203,289-1,203,289-100%$263.8M———
UBS Group AG
N/A—631,279-631,279-100%$138.4M———
JPMorgan Chase & Co
N/A—530,288-530,288-100%$116.2M———
Cetera Investment Advisers
N/A—514,718-514,718-100%$112.8M———
Ameriprise Financial Inc
N/A—367,875-367,875-100%$80.6M———
Raymond James Financial Inc
N/A—367,536-367,536-100%$80.6M———
Osaic Holdings, Inc.
N/A—306,817-306,817-100%$67.4M———
Wells Fargo & Company
N/A—290,756-290,756-100%$63.7M———
HighTower Advisors, LLC
N/A—182,867-182,867-100%$40.1M———
Envestnet Asset Management Inc
N/A—162,498-162,498-100%$35.6M———
Zhang Financial LLC
N/A—124,151-124,151-100%$27.2M———
Modern Wealth Management, LLC
N/A—99,005-99,005-100%$21.7M———
Royal Bank of Canada
N/A—95,833-95,833-100%$21.0M———
Pathstone Holdings, LLC
N/A—87,890-87,890-100%$19.3M———
Private Advisor Group, LLC
N/A—70,921-70,921-100%$15.5M———
Sanctuary Advisors, LLC
N/A—67,789-67,789-100%$14.9M———
Northwestern Mutual Wealth Management Co
N/A—64,651-64,651-100%$14.2M———
Cascades Capital Asset Management, LLC
N/A—64,580-64,580-100%$14.2M———
Jones Financial Companies Lllp
N/A—60,815-60,815-100%$13.3M———
OneDigital Investment Advisors LLC
N/A—58,723-58,723-100%$12.9M———
Aspire Growth Partners LLC
N/A—58,292-58,292-100%$12.8M———
Summit Financial, LLC
N/A—50,408-50,408-100%$11.0M———
Betterment LLC
N/A—49,352-49,352-100%$10.8M———
Rockefeller Capital Management L.P.
N/A—47,142-47,142-100%$10.3M———
Composition Wealth, LLC
N/A—46,170-46,170-100%$10.1M———
Cary Street Partners Financial LLC
N/A—44,578-44,578-100%$9.8M———
Stifel Financial Corp
N/A—44,578-44,578-100%$9.8M———
Mariner, LLC
N/A—43,980-43,980-100%$9.6M———
&partners
N/A—42,907-42,907-100%$9.4M———
Cerity Partners LLC
N/A—41,751-41,751-100%$9.2M———
Prudential Financial Inc
N/A—37,860-37,860-100%$8.3M———
FMR LLC
N/A—36,545-36,545-100%$8.0M———
Mutual Advisors, LLC
N/A—35,467-35,467-100%$7.8M———
Goldman Sachs Group Inc
N/A—32,570-32,570-100%$7.1M———
Keystone Financial Group
N/A—32,393-32,393-100%$7.1M———
Strategies Wealth Advisors, LLC
N/A—31,407-31,407-100%$6.9M———
Stratos Wealth Advisors, LLC
N/A—29,469-29,469-100%$6.5M———
MML Investors Services, LLC
N/A—28,296-28,296-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—27,850-27,850-100%$6.1M———
Blair William & Co
N/A—26,263-26,263-100%$5.8M———
Avant Capital LLC
N/A—25,452-25,452-100%$5.6M———
Brown Advisory Inc
N/A—22,712-22,712-100%$5.0M———
Caprock Group, LLC
N/A—21,862-21,862-100%$4.8M———
Janney Montgomery Scott LLC
N/A—20,254-20,254-100%$4.4M———
Balanced Wealth Group LLC
N/A—20,118-20,118-100%$4.4M———
OneAscent Financial Services LLC
N/A—19,137-19,137-100%$4.2M———
Beacon Pointe Advisors, LLC
N/A—18,774-18,774-100%$4.1M———
Lazard Asset Management LLC
N/A—15,798-15,798-100%$3.5M———
Kintra Wealth, LLC
N/A—13,558-13,558-100%$3.1M———
Baird Financial Group, Inc.
N/A—13,330-13,330-100%$2.9M———
HFG Advisors, Inc.
N/A—13,110-13,110-100%$2.9M———
Natixis Advisors, LLC
N/A—12,691-12,691-100%$2.8M———
Captrust Financial Advisors
N/A—12,571-12,571-100%$2.8M———
MAI Capital Management
N/A—12,555-12,555-100%$2.8M———
Mercer Global Advisors Inc
N/A—12,553-12,553-100%$2.8M———
Focus Partners Wealth
N/A—11,636-11,636-100%$2.6M———
Peapack Gladstone Financial Corp
N/A—11,291-11,291-100%$2.5M———
BlackRock, Inc.
N/A—10,897-10,897-100%$2.4M———
Equitable Holdings, Inc.
N/A—10,787-10,787-100%$2.4M———
Essex Financial Services, Inc.
N/A—10,727-10,727-100%$2.4M———
AQR Capital Management LLC
N/A—10,637-10,637-100%$2.3M———
Gotham Asset Management, LLC
N/A—9,604-9,604-100%$2.1M———
Summit Trail Advisors, LLC
N/A—9,430-9,430-100%$2.1M———
Johnson Investment Counsel Inc
N/A—9,408-9,408-100%$2.1M———
Mosaic Family Wealth Partners, LLC
N/A—9,393-9,393-100%$2.1M———
Wealthspire Advisors, LLC
N/A—8,680-8,680-100%$1.9M———
NewEdge Wealth, LLC
N/A—8,515-8,515-100%$1.9M———
Expressive Wealth LLC
N/A—8,381-8,381-100%$1.8M———
Beacon Bridge Wealth Partners, LLC
N/A—7,946-7,946-100%$1.7M———
Fortress Private Ledger, LLC
N/A—7,791-7,791-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—7,703-7,703-100%$1.7M———
Sierra Capital LLC
N/A—7,661-7,661-100%$1.7M———
Centaurus Financial, Inc.
N/A—7,203-7,203-100%$1.6M———
Bragg Financial Advisors, Inc
N/A—7,138-7,138-100%$1.6M———
Regal Investment Advisors LLC
N/A—6,880-6,880-100%$1.5M———
Bank of Montreal
N/A—6,835-6,835-100%$1.5M———
Townsquare Capital LLC
N/A—6,465-6,465-100%$1.4M———
Evercore Wealth Management, LLC
N/A—6,304-6,304-100%$1.4M———
Northern Trust Corp
N/A—6,070-6,070-100%$1.3M———
Lowery Thomas, LLC
N/A—6,043-6,043-100%$1.3M———
Federation des caisses Desjardins du Quebec
N/A—6,024-6,024-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—5,934-5,934-100%$1.3M———
HighPoint Advisor Group LLC
N/A—5,841-5,841-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—5,487-5,487-100%$1.2M———
UBS Asset Management Americas LLC
N/A—5,145-5,145-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—5,093-5,093-100%$1.1M———
RPS Advisory Solutions LLC
N/A—4,949-4,949-100%$1.1M———
Quantinno Capital Management LP
N/A—4,824-4,824-100%$1.1M———
SCS Capital Management LLC
N/A—4,809-4,809-100%$1.1M———
World Investment Advisors
N/A—4,752-4,752-100%$971.9K———
Beaird Harris Wealth Management, LLC
N/A—4,733-4,733-100%$1.0M———
Capital Asset Managemnet, LLC
N/A—4,572-4,572-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—4,554-4,554-100%$998.3K———
Tobias Financial Advisors, Inc.
N/A—4,256-4,256-100%$933.0K———
Principal Securities, Inc.
N/A—4,128-4,128-100%$904.9K———
MidFirst Bank
N/A—3,852-3,852-100%$844.4K———
NewEdge Advisors, LLC
N/A—3,718-3,718-100%$815.0K———
Harbour Investments, Inc.
N/A—3,670-3,670-100%$804.5K———
Brown Brothers Harriman & Co
N/A—3,626-3,626-100%$794.9K———
Renaissance Technologies LLC
N/A—3,600-3,600-100%$789.2K———
Marshall Financial Group, LLC
N/A—3,496-3,496-100%$766.5K———
Cozad Asset Management Inc
N/A—3,489-3,489-100%$764.8K———
Kingsview Wealth Management, LLC
N/A—3,473-3,473-100%$761.4K———
Smartleaf Asset Management LLC
N/A—3,379-3,379-100%$740.6K———
Silver OAK Securities, Incorporated
N/A—3,254-3,254-100%$713.4K———
Vanguard Advisers Inc
N/A—3,193-3,193-100%$700.0K———
Stephens Inc
N/A—3,143-3,143-100%$689.0K———
Centric Wealth Management
N/A—3,088-3,088-100%$682.3K———
CIBC Bancorp USA Inc.
N/A—2,950-2,950-100%$646.6K———
Advisory Services Network, LLC
N/A—2,947-2,947-100%$646.1K———
Kropog Financial Group, LLC
N/A—2,922-2,922-100%$640.6K———
Steward Partners Investment Advisory, LLC
N/A—2,835-2,835-100%$621.4K———
Arax Advisory Partners
N/A—2,723-2,723-100%$597.0K———
Waverly Advisors, LLC
N/A—2,656-2,656-100%$582.2K———
Warner Group LLC
N/A—2,622-2,622-100%$574.8K———
AE Wealth Management LLC
N/A—2,607-2,607-100%$571.7K———
BHK Investment Advisors, LLC
N/A—2,500-2,500-100%$548.0K———
Roundview Capital LLC
N/A—2,425-2,425-100%$531.5K———
EP Wealth Advisors, LLC
N/A—2,343-2,343-100%$513.7K———
Western Wealth Management, LLC
N/A—2,252-2,252-100%$493.6K———
Susquehanna International Group, LLP
N/A—2,251-2,251-100%$493.4K———
Advisory Alpha, LLC
N/A—2,199-2,199-100%$482.6K———
Pasadena Private Wealth, LLC
N/A—2,172-2,172-100%$476.1K———
Evernest Financial Advisors, LLC
N/A—2,143-2,143-100%$469.7K———
Pettyjohn, Wood & White, Inc
N/A—2,020-2,020-100%$442.8K———
Heritage Wealth Advisors
N/A—2,019-2,019-100%$442.7K———
CM Wealth Advisors LLC
N/A—2,012-2,012-100%$441.1K———
Marshall Investment Management, LLC
N/A—2,009-2,009-100%$440.4K———
Savvy Advisors, Inc.
N/A—2,001-2,001-100%$438.6K———
Sequoia Financial Advisors, LLC
N/A—1,933-1,933-100%$423.7K———
Keel Point, LLC
N/A—1,880-1,880-100%$412.1K———
Smith, Moore & Co.
N/A—1,845-1,845-100%$404.6K———
Focus Partners Advisor Solutions, LLC
N/A—1,813-1,813-100%$397.5K———
Huntington National Bank
N/A—1,760-1,760-100%$385.8K———
Hanover Advisors Inc
N/A—1,680-1,680-100%$368.3K———
IEQ Capital, LLC
N/A—1,679-1,679-100%$368.1K———
Snowden Capital Advisors LLC
N/A—1,671-1,671-100%$366.2K———
Nicolet Bankshares Inc
N/A—1,642-1,642-100%$366.2K———
Florida Financial Advisors, LLC
N/A—1,602-1,602-100%$351.4K———
Colter Lewis Investment Partners LLC
N/A—1,408-1,408-100%$308.6K———
Berger Financial Group, Inc
N/A—1,399-1,399-100%$306.6K———
Becker Capital Management Inc
N/A—1,363-1,363-100%$298.8K———
Birchcreek Wealth Management, LLC
N/A—1,352-1,352-100%$296.4K———
Cresset Asset Management, LLC
N/A—1,351-1,351-100%$296.2K———
Gladstone Institutional Advisory LLC
N/A—1,350-1,350-100%$295.9K———
Schnieders Capital Management, Llc.
N/A—1,349-1,349-100%$295.7K———
Wealth Management Associates, Inc.
N/A—1,345-1,345-100%$294.8K———
Belpointe Asset Management LLC
N/A—1,294-1,294-100%$283.7K———
O'shaughnessy Asset Management, LLC
N/A—1,279-1,279-100%$280.4K———
Hemenway Trust Co LLC
N/A—1,266-1,266-100%$277.5K———
XTX Topco Ltd
N/A—1,265-1,265-100%$277.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,251-1,251-100%$274.2K———
VSM Wealth Advisory, LLC
N/A—1,240-1,240-100%$271.8K———
Kovack Advisors, Inc.
N/A—1,229-1,229-100%$269.9K———
BOK Financial Private Wealth, Inc.
N/A—1,224-1,224-100%$268.3K———
Tower Research Capital LLC (TRC)
N/A—1,197-1,197-100%$262.4K———
Wealthspire Retirement, LLC
N/A—1,139-1,139-100%$249.8K———
Millstone Evans Group, LLC
N/A—1,119-1,119-100%$245.3K———
Arkadios Wealth Advisors
N/A—1,060-1,060-100%$232.3K———
Marquette Associates, Inc.
N/A—1,059-1,059-100%$232.1K———
Pure Financial Advisors, LLC
N/A—1,043-1,043-100%$228.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,023-1,023-100%$224.3K———
Quotient Wealth Partners, LLC
N/A—1,017-1,017-100%$222.9K———
Bridges Investment Management Inc
N/A—1,011-1,011-100%$221.6K———
Wealth Alliance, LLC
N/A—958-958-100%$210.0K———
Qube Research & Technologies Ltd
N/A—852-852-100%$186.8K———
Global Retirement Partners, LLC
N/A—814-814-100%$178.4K———
EFG International AG
N/A—795-795-100%$174.3K———
Bessemer Group Inc
N/A—618-618-100%$135.0K———
Minot DeBlois Advisors LLC
N/A—555-555-100%$121.7K———
Franklin Resources Inc
N/A—434-434-100%$95.1K———
Rothschild Investment LLC
N/A—417-417-100%$91.4K———
IFG Advisory, LLC
N/A—385-385-100%$84.3K———
Geneos Wealth Management Inc.
N/A—371-371-100%$81.4K———
PIN OAK Investment Advisors Inc
N/A—351-351-100%$77.0K———
Ameriflex Group, Inc.
N/A—322-322-100%$70.6K———
IMA Advisory Services, Inc.
N/A—318-318-100%$69.7K———
Pinney & Scofield, Inc.
N/A—250-250-100%$54.8K———
Capital Analysts, LLC
N/A—237-237-100%$52.0K———
Fiduciary Financial Advisors
N/A—236-236-100%$51.8K———
Transamerica Financial Advisors, LLC
N/A—202-202-100%$44.4K———
HHM Wealth Advisors, LLC
N/A—200-200-100%$43.8K———
Godfrey Financial Associates, Inc.
N/A—167-167-100%$36.6K———
Tiaa Wealth Investment Management LLC
N/A—100-100-100%$21.9K———
JDM Financial Group LLC
N/A—81-81-100%$17.8K———
Anchor Investment Management, LLC
N/A—62-62-100%$13.6K———
Caitlin John, LLC
N/A—54-54-100%$11.8K———
JPL Wealth Management, LLC
N/A—36-36-100%$7.9K———
Strive Financial Group,LLC
N/A—32-32-100%$7.0K———
Core Capital Management & Research, inc.
N/A—25-25-100%$5.8K———
Aptus Capital Advisors, LLC
N/A—25-25-100%$5.5K———
SOA Wealth Advisors, Llc.
N/A—21-21-100%$4.6K———
Tripletail Wealth Management, LLC
N/A—10-10-100%$2.2K———
Glassman Wealth Services
N/A—3-3-100%$658———
Hollencrest Capital Management
N/A—2-2-100%$438———
Continuum Advisory, LLC
N/A—2-2-100%$438———
Truvestments Capital LLC
N/A—1-1-100%$230———
SHP Wealth Management
N/A—1-1-100%$219———
Bogart Wealth, LLC
N/A—1-1-100%$219———
Showing 475 of 475 institutions