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Vanguard S&P Small-Cap 600 E (VIOO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orgel Wealth Management, LLC
INCREASED
Shares1,153,226 from 1,115,920
Change+37,306 (+3%)
Value$145.9M (-$7.6M)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares188,938 from 394,894
Change-205,956 (-52%)
Value$23.9M (-$25.8M)
Filed 2026-11-06
Warwick Investment Management, Inc.
DECREASED
Shares186,908 from 215,237
Change-28,329 (-13%)
Value$23.6M (-$6.0M)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares177,361 from 160,011
Change+17,350 (+11%)
Value$22.3M (+$307.7K)
Filed 2026-10-15
Old National Bancorp
INCREASED
Shares174,447 from 172,006
Change+2,441 (+1%)
Value$22.1M (-$1.6M)
Filed 2026-10-20
Wiser Wealth Management, Inc
DECREASED
Shares150,903 from 153,116
Change-2,213 (-1%)
Value$19.1M (-$2.0M)
Filed 2026-10-14
TCV Trust & Wealth Management, Inc.
DECREASED
Shares146,820 from 148,330
Change-1,510 (-1%)
Value$18.6M (-$1.8M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares144,531 from 138,751
Change+5,780 (+4%)
Value$18.3K (-$19.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares136,785 from 138,590
Change-1,805 (-1%)
Value$17.3M (-$1.8M)
Filed 2026-11-02
One Day In July LLC
DECREASED
Shares135,928 from 140,861
Change-4,933 (-3%)
Value$17.2M (-$2.2M)
Filed 2026-10-30
Berman McAleer LLC
DECREASED
Shares89,971 from 92,161
Change-2,190 (-2%)
Value$11.4M (-$1.3M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares82,082 from 78,715
Change+3,367 (+4%)
Value$10.4M (-$441.5K)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares75,072 from 74,800
Change+272 (+0%)
Value$9.5M (-$789.9K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED
Shares74,800 from 74,800
Change0 (0%)
Value$9.5K (-$10.3M)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares51,814 from 43,428
Change+8,386 (+19%)
Value$6.6M (+$582.4K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares50,143 from 50,942
Change-799 (-2%)
Value$6.3M (-$662.4K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares49,723 from 50,221
Change-498 (-1%)
Value$6.3M (-$616.4K)
Filed 2026-11-04
Fidelity D & D Bancorp Inc
INCREASED
Shares49,457 from 46,504
Change+2,953 (+6%)
Value$6.3M (-$138.9K)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
DECREASED
Shares43,834 from 44,096
Change-262 (-1%)
Value$5.5M (-$519.1K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares40,845 from 38,140
Change+2,705 (+7%)
Value$5.2M (-$78.1K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares36,701 from 30,925
Change+5,776 (+19%)
Value$4.6M (+$390.0K)
Filed 2026-11-05
Phillips Financial Management, LLC
UNCHANGED
Shares35,274 from 35,274
Change0 (0%)
Value$4.5M (-$388.7K)
Filed 2026-10-19
Certuity, LLC
UNCHANGED
Shares34,787 from 34,787
Change0 (0%)
Value$4.4M (-$383.4K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares33,501 from 52,315
Change-18,814 (-36%)
Value$4.2M (-$3.0M)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares33,016 from 25,493
Change+7,523 (+30%)
Value$4.2M (+$670.9K)
Filed 2026-11-06
BCS Wealth Management
INCREASED
Shares32,477 from 29,263
Change+3,214 (+11%)
Value$4.1M (+$84.2K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares30,536 from 99,440
Change-68,904 (-69%)
Value$3.9M (-$9.8M)
Filed 2026-10-28
Flower City Capital
INCREASED
Shares29,767 from 28,781
Change+986 (+3%)
Value$3.8M (-$192.4K)
Filed 2026-10-15
Fairway Wealth LLC
DECREASED
Shares25,532 from 26,169
Change-637 (-2%)
Value$3.2M (-$369.0K)
Filed 2026-10-30
Town Capital LLC
INCREASED
Shares25,312 from 21,901
Change+3,411 (+16%)
Value$3.2M (+$190.2K)
Filed 2026-11-03
Rebalance, LLC
INCREASED
Shares24,664 from 24,464
Change+200 (+1%)
Value$3.1M (-$244.3K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares23,770 from 19,956
Change+3,814 (+19%)
Value$3.0M (+$262.6K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares23,227 from 21,993
Change+1,234 (+6%)
Value$2.9M (-$86.3K)
Filed 2026-10-16
Fund Evaluation Group, LLC
INCREASED
Shares22,717 from 4,984
Change+17,733 (+356%)
Value$2.9M (+$2.2M)
Filed 2026-11-05
Base Wealth Management LLC
INCREASED
Shares22,684 from 20,951
Change+1,733 (+8%)
Value$2.9M (-$11.6K)
Filed 2026-10-21
First American Bank
UNCHANGED
Shares22,603 from 22,603
Change0 (0%)
Value$2.9M (-$249.1K)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares21,169 from 25,600
Change-4,431 (-17%)
Value$2.7M (-$842.6K)
Filed 2026-11-04
Silverlake Wealth Management LLC
DECREASED
Shares20,202 from 20,548
Change-346 (-2%)
Value$2.6M (-$270.2K)
Filed 2026-10-21
Councilor Wealth, LLC
INCREASED
Shares19,466 from 18,793
Change+673 (+4%)
Value$2.5M (-$122.0K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
DECREASED
Shares18,706 from 19,334
Change-628 (-3%)
Value$2.4M (-$245.0K)
Filed 2026-10-30
Verum Partners LLC
DECREASED
Shares17,786 from 20,002
Change-2,216 (-11%)
Value$2.3M (-$500.8K)
Filed 2026-10-21
Thompson Siegel & Walmsley LLC
DECREASED
Shares17,784 from 17,821
Change-37 (0%)
Value$2.3K (-$2.4M)
Filed 2026-11-05
Seven Hills Financial, LLC
NEW
Shares16,877
Change+16,877
Value$2.1M
Filed 2026-10-13
Valpey Financial Services, LLC
DECREASED
Shares16,763 from 17,357
Change-594 (-3%)
Value$2.1M (-$266.4K)
Filed 2026-10-30
CRA Financial Services, LLC
DECREASED
Shares16,371 from 16,996
Change-625 (-4%)
Value$2.1M (-$266.4K)
Filed 2026-10-16
Pachira Investments Inc.
INCREASED
Shares15,633 from 11,125
Change+4,508 (+41%)
Value$2.0M (+$447.8K)
Filed 2026-10-14
Breakwater Capital Group
INCREASED
Shares15,171 from 14,650
Change+521 (+4%)
Value$1.9M (-$95.4K)
Filed 2026-10-09
True North Advisors, LLC
DECREASED
Shares13,951 from 14,028
Change-77 (-1%)
Value$1.8M (-$164.3K)
Filed 2026-10-22
Marks Group Wealth Management, Inc
DECREASED
Shares13,533 from 15,045
Change-1,512 (-10%)
Value$1.7M (-$357.1K)
Filed 2026-11-05
Klingman & Associates, LLC
INCREASED
Shares13,496 from 10,986
Change+2,510 (+23%)
Value$1.7M (+$196.5K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares12,860 from 13,160
Change-300 (-2%)
Value$1.6M (-$183.0K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares11,716
Change+11,716
Value$1.5M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares11,716 from 11,754
Change-38 (0%)
Value$1.5M (-$134.3K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares11,362 from 9,599
Change+1,763 (+18%)
Value$1.4M (+$117.3K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
UNCHANGED
Shares11,244 from 11,244
Change0 (0%)
Value$1.4M (-$123.9K)
Filed 2026-10-08
Coastline Trust Co
DECREASED
Shares11,106 from 12,126
Change-1,020 (-8%)
Value$1.4M (-$262.7K)
Filed 2026-10-01
Flagship Private Wealth, LLC
DECREASED
Shares11,093 from 11,952
Change-859 (-7%)
Value$1.4M (-$240.4K)
Filed 2026-11-05
Anson Capital, Inc.
DECREASED
Shares10,783 from 10,832
Change-49 (0%)
Value$1.4M (-$125.6K)
Filed 2026-10-23
Fifth Third Securities, Inc.
NEW
Shares10,636
Change+10,636
Value$1.3M
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares10,216 from 9,841
Change+375 (+4%)
Value$1.3M (-$61.0K)
Filed 2026-11-03
waypoint wealth counsel
INCREASED
Shares9,819 from 9,735
Change+84 (+1%)
Value$1.2M (-$96.7K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares9,237 from 9,336
Change-99 (-1%)
Value$1.2M (-$115.4K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
DECREASED
Shares9,160 from 9,510
Change-350 (-4%)
Value$1.2M (-$149.1K)
Filed 2026-10-22
Nestegg Advisors, Inc.
DECREASED
Shares8,635 from 8,642
Change-7 (0%)
Value$1.1M (-$96.1K)
Filed 2026-10-21
Gibraltar Capital Management, Inc.
DECREASED
Shares8,504 from 8,779
Change-275 (-3%)
Value$1.1M (-$131.5K)
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares8,478
Change+8,478
Value$1.1M
Filed 2026-10-26
Breakwater Investment Management
INCREASED
Shares8,464 from 4,179
Change+4,285 (+103%)
Value$1.1M (+$496.0K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares8,327 from 8,328
Change-1 (0%)
Value$1.1M (-$91.9K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares7,938 from 8,087
Change-149 (-2%)
Value$1.0M (-$108.0K)
Filed 2026-10-30
Diversify Wealth Management, LLC
INCREASED
Shares7,901 from 7,881
Change+20 (+0%)
Value$1.0M (-$54.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares7,901 from 7,881
Change+20 (+0%)
Value$1.0M (-$54.2K)
Filed 2026-10-20
Stordahl Capital Management, Inc.
DECREASED
Shares7,625 from 8,074
Change-449 (-6%)
Value$964.7K (-$145.8K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares7,386 from 5,579
Change+1,807 (+32%)
Value$934 (-$766.1K)
Filed 2026-10-22
Hegarty Advisors, LLC
INCREASED
Shares7,324 from 6,637
Change+687 (+10%)
Value$926.7K (+$13.8K)
Filed 2026-10-20
Kieckhefer Group LLC
INCREASED
Shares6,802 from 6,617
Change+185 (+3%)
Value$860.6K (-$49.5K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares6,784 from 5,307
Change+1,477 (+28%)
Value$858.3K (+$128.4K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares6,314 from 6,194
Change+120 (+2%)
Value$798.9K (-$53.1K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares6,225 from 5,747
Change+478 (+8%)
Value$787.6K (-$2.9K)
Filed 2026-11-05
Financial Council, LLC
UNCHANGED
Shares6,188 from 6,188
Change0 (0%)
Value$782.9K (-$68.2K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares5,915 from 5,921
Change-6 (0%)
Value$748.4K (-$66.0K)
Filed 2026-11-05
Eagle Wealth Strategies LLC
DECREASED
Shares5,848 from 6,076
Change-228 (-4%)
Value$739.8K (-$95.8K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares5,798 from 3,487
Change+2,311 (+66%)
Value$733.6K (+$254.0K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED
Shares5,794 from 5,794
Change0 (0%)
Value$733.1K (-$63.9K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares5,626 from 5,706
Change-80 (-1%)
Value$711.9K (-$73.0K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares5,481 from 5,128
Change+353 (+7%)
Value$693.5K (-$11.8K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares5,414 from 5,683
Change-269 (-5%)
Value$685.0K (-$96.7K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED
Shares5,113 from 5,313
Change-200 (-4%)
Value$646.9K (-$83.9K)
Filed 2026-11-02
Anchor Capital Advisors LLC
UNCHANGED
Shares5,102 from 5,102
Change0 (0%)
Value$645.5K (-$56.2K)
Filed 2026-11-05
Snider Financial Group
DECREASED
Shares5,012 from 5,352
Change-340 (-6%)
Value$634.1K (-$102.0K)
Filed 2026-10-16
Mach-1 Financial Group, LLC
DECREASED
Shares4,990 from 5,612
Change-622 (-11%)
Value$631.3K (-$140.5K)
Filed 2026-11-06
Advisortrust Partners, LLC
UNCHANGED
Shares4,935 from 4,935
Change0 (0%)
Value$624.4K (-$54.4K)
Filed 2026-11-02
Bokf, NA
DECREASED
Shares4,773 from 4,778
Change-5 (0%)
Value$603.9K (-$53.3K)
Filed 2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED
Shares4,639 from 4,639
Change0 (0%)
Value$586.9K (-$51.1K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$542.8K (-$43.3K)
Filed 2026-10-13
Soltis Investment Advisors LLC
UNCHANGED
Shares4,243 from 4,243
Change0 (0%)
Value$536.8K (-$46.8K)
Filed 2026-10-28
Merit Financial Group, LLC
UNCHANGED
Shares4,234 from 4,234
Change0 (0%)
Value$535.7K (-$46.7K)
Filed 2026-11-06
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares4,159 from 4,458
Change-299 (-7%)
Value$526.2K (-$87.0K)
Filed 2026-10-09
Clarity Capital Advisors, LLC
UNCHANGED
Shares4,094 from 4,094
Change0 (0%)
Value$518.0K (-$45.1K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares4,089 from 4,077
Change+12 (+0%)
Value$517.3K (-$43.4K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares4,078 from 4,037
Change+41 (+1%)
Value$515.9K (-$39.3K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares4,061 from 4,084
Change-23 (-1%)
Value$513.8K (-$47.9K)
Filed 2026-10-14
Whitcomb & Hess, Inc.
DECREASED
Shares4,026 from 4,172
Change-146 (-3%)
Value$509.4K (-$64.4K)
Filed 2026-10-07
Ironwood Financial, llc
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$507.9K (-$31.7K)
Filed 2026-10-20
Macroview Investment Management LLC
UNCHANGED
Shares3,941 from 3,941
Change0 (0%)
Value$498.6K (-$43.4K)
Filed 2026-10-26
Affiance Financial, LLC
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$468.8K (-$40.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,660 from 3,184
Change+476 (+15%)
Value$467.7K (+$37.9K)
Filed 2026-10-13
Summit Financial Strategies, Inc.
UNCHANGED
Shares3,618 from 3,618
Change0 (0%)
Value$457.7K (-$39.9K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares3,550 from 3,613
Change-63 (-2%)
Value$449.2K (-$47.8K)
Filed 2026-11-05
Thompson Davis & Co., Inc.
INCREASED
Shares3,435 from 2,925
Change+510 (+17%)
Value$434.6K (+$32.3K)
Filed 2026-11-05
Quadrant Capital Group LLC
UNCHANGED
Shares3,344 from 3,344
Change0 (0%)
Value$427.9K (-$32.0K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares3,291 from 3,278
Change+13 (+0%)
Value$416.4K (-$34.5K)
Filed 2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares3,243 from 3,499
Change-256 (-7%)
Value$410.3K (-$70.9K)
Filed 2026-10-28
Grant Street Asset Management, Inc.
DECREASED
Shares3,212 from 3,609
Change-397 (-11%)
Value$406.4K (-$89.9K)
Filed 2026-10-26
Solutions 4 Wealth, Ltd
UNCHANGED
Shares3,144 from 3,144
Change0 (0%)
Value$397.8K (-$34.6K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares3,079 from 2,458
Change+621 (+25%)
Value$389.5K (+$51.5K)
Filed 2026-10-30
Accel Wealth Management
UNCHANGED
Shares3,008 from 3,008
Change0 (0%)
Value$380.6K (-$33.1K)
Filed 2026-10-13
Factor Wealth Management LTD
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$369.4K (-$32.2K)
Filed 2026-10-08
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$347.3K (-$30.3K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,558 from 2,558
Change0 (0%)
Value$323.6K (-$28.2K)
Filed 2026-10-23
Integris Wealth Management, LLC
DECREASED
Shares2,554 from 2,755
Change-201 (-7%)
Value$323.1K (-$55.8K)
Filed 2026-10-14
Dagco, Inc.
DECREASED
Shares2,532 from 3,142
Change-610 (-19%)
Value$320.3K (-$111.8K)
Filed 2026-10-20
Opulen Financial Group LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$311.8K (-$27.2K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
INCREASED
Shares2,450 from 2,413
Change+37 (+2%)
Value$310.0K (-$21.9K)
Filed 2026-10-14
Asset One Wealth Management LLC
DECREASED
Shares2,420 from 2,670
Change-250 (-9%)
Value$306.2K (-$55.6K)
Filed 2026-11-02
Sage Mountain Advisors LLC
UNCHANGED
Shares2,408 from 2,408
Change0 (0%)
Value$304.7K (-$26.5K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares2,374 from 2,375
Change-1 (0%)
Value$300.3K (+$27.6K)
Filed 2026-10-13
Mycio Wealth Partners, LLC
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$288.9K (-$25.2K)
Filed 2026-11-04
Investment Partners Asset Management, Inc.
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$283.7K (-$24.7K)
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares2,195 from 2,263
Change-68 (-3%)
Value$290.0K (-$17.0K)
Filed 2026-11-02
Hardin Capital Partners, LLC
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$277.7K (-$24.4K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares2,188 from 1,744
Change+444 (+25%)
Value$276.8K (+$37.0K)
Filed 2026-11-05
Glaxis Capital Management, LLC
UNCHANGED
Shares2,179 from 2,179
Change0 (0%)
Value$275.7K (-$24.0K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares2,136 from 2,072
Change+64 (+3%)
Value$270.2K (-$14.8K)
Filed 2026-10-23
American State Bank (Iowa)
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$260.1K (-$22.7K)
Filed 2026-11-03
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$254.8K (-$22.2K)
Filed 2026-11-04
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$250.9K (-$21.9K)
Filed 2026-10-08
Burke & Herbert Bank & Trust Co
DECREASED
Shares1,975 from 2,177
Change-202 (-9%)
Value$249.9K (-$49.5K)
Filed 2026-11-02
Brighton Jones LLC
NEW
Shares1,948
Change+1,948
Value$246.5K
Filed 2026-11-03
Johnson Financial Group, LLC
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$239.6K (-$20.9K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,839 from 1,911
Change-72 (-4%)
Value$232.6K (-$30.2K)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares1,824 from 2,750
Change-926 (-34%)
Value$238.3K (-$140.0K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares1,800 from 1,796
Change+4 (+0%)
Value$227.8K (-$19.3K)
Filed 2026-11-05
1834 Investment Advisors Co
DECREASED
Shares1,755 from 1,912
Change-157 (-8%)
Value$222.0K (-$40.9K)
Filed 2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
NEW
Shares1,751
Change+1,751
Value$221.5K
Filed 2026-10-30
Accurate Wealth Management, LLC
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$219.3K (-$12.0K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$210.6K (-$18.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares1,656 from 1,965
Change-309 (-16%)
Value$209.5K (-$60.8K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares1,656 from 1,924
Change-268 (-14%)
Value$209.6K (-$55.1K)
Filed 2026-10-21
Allegheny Financial Group
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$208.7K (-$18.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares1,573 from 1,489
Change+84 (+6%)
Value$199.1K (-$5.8K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares1,407 from 107
Change+1,300 (+1215%)
Value$178.1K (+$163.3K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$162.8K (-$14.2K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares1,277
Change+1,277
Value$161.6K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares1,270 from 1,343
Change-73 (-5%)
Value$160.7K (-$24.0K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares1,202 from 1,267
Change-65 (-5%)
Value$152.1K (-$22.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$151.8K (-$12.3K)
Filed 2026-10-08
First Horizon Corp
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$147.1K (-$12.8K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$123.5K (-$10.8K)
Filed 2026-10-30
First Premier Bank
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$109 (-$9)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$105.0K (-$9.1K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$101.0K (-$8.8K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$93.2K (-$8.1K)
Filed 2026-11-02
Phillip James Consulting Co.
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$93.0K (-$8.1K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$74.4K (-$6.5K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$66.2K (-$5.8K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares510 from 1,345
Change-835 (-62%)
Value$64.5K (-$120.6K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$62.4K (-$5.4K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$55 (-$5)
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$54.7K (-$4.8K)
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$44.9K (-$3.9K)
Filed 2026-11-02
Citigroup Inc
NEW
Shares330
Change+330
Value$41.8K
Filed 2026-11-04
Gamma Investing LLC
NEW
Shares329
Change+329
Value$41.6K
Filed 2026-10-08
AlphaCore Capital LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$39.5K (-$3.4K)
Filed 2026-11-04
West Paces Advisors Inc.
DECREASED
Shares302 from 340
Change-38 (-11%)
Value$38.2K (-$8.6K)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$36.8K (-$3.2K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares278 from 277
Change+1 (+0%)
Value$35.2K (-$2.9K)
Filed 2026-10-22
Clearstead Trust, LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$33.3K (-$2.9K)
Filed 2026-11-06
Rossby Financial, LCC
NEW
Shares248
Change+248
Value$31.4K
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$30.4K (-$2.7K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$28.6K (-$2.5K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares223 from 14
Change+209 (+1493%)
Value$28.2K (+$26.3K)
Filed 2026-10-14
Mather Group, Llc.
NEW
Shares191
Change+191
Value$24.2K
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$20.1K (-$1.8K)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$19.5K (-$1.7K)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$19.2K (-$1.6K)
Filed 2026-10-29
Abound Wealth Management
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$18.3K (-$1.6K)
Filed 2026-10-26
Richardson Capital Management LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$16.8K (-$1.5K)
Filed 2026-10-23
True Wealth Design, LLC
DECREASED
Shares117 from 201
Change-84 (-42%)
Value$14.8K (-$12.8K)
Filed 2026-10-13
Lodestone Wealth Management LLC
DECREASED
Shares117 from 123
Change-6 (-5%)
Value$14.8K (-$2.1K)
Filed 2026-10-14
Gleason Group, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$8.1K (-$702)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.6K (-$661)
Filed 2026-10-23
Washington Trust Advisors, Inc.
NEW
Shares54
Change+54
Value$6.8K
Filed 2026-10-22
City State Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.3K (-$551)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares36
Change+36
Value$4.6K
Filed 2026-10-05
Reap Financial Group, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.3K (-$374)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.2K (-$364)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares32 from 10
Change+22 (+220%)
Value$4.0K (+$2.6K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares25 from 26
Change-1 (-4%)
Value$3.2K (-$413)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.5K (-$221)
Filed 2026-10-13
Archer Investment Corp
NEW
Shares17
Change+17
Value$2.2K
Filed 2026-11-05
TD Private Client Wealth LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.4K (-$121)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$759 (-$66)
Filed 2026-10-23
World Equity Group, Inc.
CLOSED
Shares0 from 3,027
Change-3,027 (-100%)
Value$0 (-$416.3K)
Filed 2026-10-14
Cordatus Wealth Management LLC
CLOSED
Shares0 from 2,335
Change-2,335 (-100%)
Value$0 (-$321.2K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-16
Oppenheimer & Co Inc
CLOSED
Shares0 from 1,575
Change-1,575 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-26
Parkshore Wealth Management, Inc.
CLOSED
Shares0 from 1,571
Change-1,571 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-13
Schwartz Investment Counsel Inc
CLOSED
Shares0 from 1,570
Change-1,570 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-26
TruNorth Capital Management, LLC
CLOSED
Shares0 from 1,534
Change-1,534 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-14
LexAurum Advisors, LLC
CLOSED
Shares0 from 1,485
Change-1,485 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-19
Summit Investment Advisory Services, LLC
CLOSED
Shares0 from 1,475
Change-1,475 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$141.0K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 381
Change-381 (-100%)
Value$0 (-$52.4K)
Filed 2026-10-27
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-20
Bank of America Corp
N/A
Shares— from 867,438
Change-867,438 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 825,868
Change-825,868 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 594,078
Change-594,078 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 591,038
Change-591,038 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 442,935
Change-442,935 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 430,671
Change-430,671 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 378,299
Change-378,299 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 363,428
Change-363,428 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 361,491
Change-361,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 355,333
Change-355,333 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 350,597
Change-350,597 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 338,693
Change-338,693 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 304,644
Change-304,644 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 268,540
Change-268,540 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 264,227
Change-264,227 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 250,961
Change-250,961 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 231,279
Change-231,279 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 225,666
Change-225,666 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 99,110
Change-99,110 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 96,027
Change-96,027 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 95,378
Change-95,378 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 93,215
Change-93,215 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 85,513
Change-85,513 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 82,629
Change-82,629 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 79,432
Change-79,432 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 75,508
Change-75,508 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 71,829
Change-71,829 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 69,874
Change-69,874 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 63,866
Change-63,866 (-100%)
Value—
Blair William & Co
N/A
Shares— from 56,442
Change-56,442 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 52,126
Change-52,126 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 48,798
Change-48,798 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 47,731
Change-47,731 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,337
Change-47,337 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 43,971
Change-43,971 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 43,322
Change-43,322 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 39,922
Change-39,922 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 39,057
Change-39,057 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 38,346
Change-38,346 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 33,038
Change-33,038 (-100%)
Value—
Betterment LLC
N/A
Shares— from 30,095
Change-30,095 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 28,323
Change-28,323 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 27,976
Change-27,976 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 25,563
Change-25,563 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 25,164
Change-25,164 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 24,313
Change-24,313 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 24,136
Change-24,136 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 22,637
Change-22,637 (-100%)
Value—
EQ LLC
N/A
Shares— from 20,543
Change-20,543 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 20,178
Change-20,178 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 18,274
Change-18,274 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,957
Change-16,957 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 16,783
Change-16,783 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,747
Change-16,747 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 15,096
Change-15,096 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,004
Change-14,004 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
&partners
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 13,294
Change-13,294 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,275
Change-12,275 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,886
Change-11,886 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,714
Change-11,714 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,199
Change-11,199 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 10,821
Change-10,821 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 9,872
Change-9,872 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,670
Change-9,670 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 9,519
Change-9,519 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 7,739
Change-7,739 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 7,702
Change-7,702 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 7,309
Change-7,309 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,151
Change-4,151 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
American Trust
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 704
Change-704 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 676
Change-676 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 446
Change-446 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 277
Change-277 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 270
Change-270 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 185
Change-185 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 176
Change-176 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 72
Change-72 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 61
Change-61 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 56
Change-56 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14
Change-14 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Orgel Wealth Management, LLC
INCREASED1,153,2261,115,920+37,306+3%$153.5M$145.9M-$7.6M2026-10-14
Savant Capital, LLC
DECREASED188,938394,894-205,956-52%$49.7M$23.9M-$25.8M2026-11-06
Warwick Investment Management, Inc.
DECREASED186,908215,237-28,329-13%$29.6M$23.6M-$6.0M2026-10-19
AdvisorNet Financial, Inc
INCREASED177,361160,011+17,350+11%$22.0M$22.3M+$307.7K2026-10-15
Old National Bancorp
INCREASED174,447172,006+2,441+1%$23.7M$22.1M-$1.6M2026-10-20
Wiser Wealth Management, Inc
DECREASED150,903153,116-2,213-1%$21.1M$19.1M-$2.0M2026-10-14
TCV Trust & Wealth Management, Inc.
DECREASED146,820148,330-1,510-1%$20.4M$18.6M-$1.8M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED144,531138,751+5,780+4%$19.1M$18.3K-$19.1M2026-11-02
Commonwealth Equity Services, LLC
DECREASED136,785138,590-1,805-1%$19.1M$17.3M-$1.8M2026-11-02
One Day In July LLC
DECREASED135,928140,861-4,933-3%$19.4M$17.2M-$2.2M2026-10-30
Berman McAleer LLC
DECREASED89,97192,161-2,190-2%$12.7M$11.4M-$1.3M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED82,08278,715+3,367+4%$10.8M$10.4M-$441.5K2026-10-16
Perryman Financial Advisory Inc
INCREASED75,07274,800+272+0%$10.3M$9.5M-$789.9K2026-10-16
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED74,80074,80000%$10.3M$9.5K-$10.3M2026-10-22
Evergreen Capital Management LLC
INCREASED51,81443,428+8,386+19%$6.0M$6.6M+$582.4K2026-10-23
Patriot Investment Management Group, Inc.
DECREASED50,14350,942-799-2%$7.0M$6.3M-$662.4K2026-10-15
Visionary Wealth Advisors
DECREASED49,72350,221-498-1%$6.9M$6.3M-$616.4K2026-11-04
Fidelity D & D Bancorp Inc
INCREASED49,45746,504+2,953+6%$6.4M$6.3M-$138.9K2026-11-05
Bryant Woods Investment Advisors, LLC
DECREASED43,83444,096-262-1%$6.1M$5.5M-$519.1K2026-10-26
Creative Planning
INCREASED40,84538,140+2,705+7%$5.2M$5.2M-$78.1K2026-11-02
Bank of New York Mellon Corp
INCREASED36,70130,925+5,776+19%$4.3M$4.6M+$390.0K2026-11-05
Phillips Financial Management, LLC
UNCHANGED35,27435,27400%$4.9M$4.5M-$388.7K2026-10-19
Certuity, LLC
UNCHANGED34,78734,78700%$4.8M$4.4M-$383.4K2026-11-02
Axxcess Wealth Management, LLC
DECREASED33,50152,315-18,814-36%$7.2M$4.2M-$3.0M2026-10-21
Clearstead Advisors, LLC
INCREASED33,01625,493+7,523+30%$3.5M$4.2M+$670.9K2026-11-06
BCS Wealth Management
INCREASED32,47729,263+3,214+11%$4.0M$4.1M+$84.2K2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED30,53699,440-68,904-69%$13.7M$3.9M-$9.8M2026-10-28
Flower City Capital
INCREASED29,76728,781+986+3%$4.0M$3.8M-$192.4K2026-10-15
Fairway Wealth LLC
DECREASED25,53226,169-637-2%$3.6M$3.2M-$369.0K2026-10-30
Town Capital LLC
INCREASED25,31221,901+3,411+16%$3.0M$3.2M+$190.2K2026-11-03
Rebalance, LLC
INCREASED24,66424,464+200+1%$3.4M$3.1M-$244.3K2026-10-22
Kestra Advisory Services, LLC
INCREASED23,77019,956+3,814+19%$2.7M$3.0M+$262.6K2026-11-02
PFG Advisors
INCREASED23,22721,993+1,234+6%$3.0M$2.9M-$86.3K2026-10-16
Fund Evaluation Group, LLC
INCREASED22,7174,984+17,733+356%$685.5K$2.9M+$2.2M2026-11-05
Base Wealth Management LLC
INCREASED22,68420,951+1,733+8%$2.9M$2.9M-$11.6K2026-10-21
First American Bank
UNCHANGED22,60322,60300%$3.1M$2.9M-$249.1K2026-10-27
Lido Advisors, LLC
DECREASED21,16925,600-4,431-17%$3.5M$2.7M-$842.6K2026-11-04
Silverlake Wealth Management LLC
DECREASED20,20220,548-346-2%$2.8M$2.6M-$270.2K2026-10-21
Councilor Wealth, LLC
INCREASED19,46618,793+673+4%$2.6M$2.5M-$122.0K2026-10-09
Capital Asset Advisory Services LLC
DECREASED18,70619,334-628-3%$2.7M$2.4M-$245.0K2026-10-30
Verum Partners LLC
DECREASED17,78620,002-2,216-11%$2.8M$2.3M-$500.8K2026-10-21
Thompson Siegel & Walmsley LLC
DECREASED17,78417,821-370%$2.5M$2.3K-$2.4M2026-11-05
Seven Hills Financial, LLC
NEW16,877—+16,877——$2.1M—2026-10-13
Valpey Financial Services, LLC
DECREASED16,76317,357-594-3%$2.4M$2.1M-$266.4K2026-10-30
CRA Financial Services, LLC
DECREASED16,37116,996-625-4%$2.3M$2.1M-$266.4K2026-10-16
Pachira Investments Inc.
INCREASED15,63311,125+4,508+41%$1.5M$2.0M+$447.8K2026-10-14
Breakwater Capital Group
INCREASED15,17114,650+521+4%$2.0M$1.9M-$95.4K2026-10-09
True North Advisors, LLC
DECREASED13,95114,028-77-1%$1.9M$1.8M-$164.3K2026-10-22
Marks Group Wealth Management, Inc
DECREASED13,53315,045-1,512-10%$2.1M$1.7M-$357.1K2026-11-05
Klingman & Associates, LLC
INCREASED13,49610,986+2,510+23%$1.5M$1.7M+$196.5K2026-10-20
Romano Brothers and Company
DECREASED12,86013,160-300-2%$1.8M$1.6M-$183.0K2026-10-22
Schear Investment Advisers, LLC
NEW11,716—+11,716——$1.5M—2026-10-14
Tempo Wealth, LLC
DECREASED11,71611,754-380%$1.6M$1.5M-$134.3K2026-10-14
Assetmark, Inc
INCREASED11,3629,599+1,763+18%$1.3M$1.4M+$117.3K2026-10-21
Valeo Financial Advisors, LLC
UNCHANGED11,24411,24400%$1.5M$1.4M-$123.9K2026-10-08
Coastline Trust Co
DECREASED11,10612,126-1,020-8%$1.7M$1.4M-$262.7K2026-10-01
Flagship Private Wealth, LLC
DECREASED11,09311,952-859-7%$1.6M$1.4M-$240.4K2026-11-05
Anson Capital, Inc.
DECREASED10,78310,832-490%$1.5M$1.4M-$125.6K2026-10-23
Fifth Third Securities, Inc.
NEW10,636—+10,636——$1.3M—2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED10,2169,841+375+4%$1.4M$1.3M-$61.0K2026-11-03
waypoint wealth counsel
INCREASED9,8199,735+84+1%$1.3M$1.2M-$96.7K2026-10-22
Greenleaf Trust
DECREASED9,2379,336-99-1%$1.3M$1.2M-$115.4K2026-10-29
Lake Street Private Wealth, LLC
DECREASED9,1609,510-350-4%$1.3M$1.2M-$149.1K2026-10-22
Nestegg Advisors, Inc.
DECREASED8,6358,642-70%$1.2M$1.1M-$96.1K2026-10-21
Gibraltar Capital Management, Inc.
DECREASED8,5048,779-275-3%$1.2M$1.1M-$131.5K2026-10-27
Leo Wealth, LLC
NEW8,478—+8,478——$1.1M—2026-10-26
Breakwater Investment Management
INCREASED8,4644,179+4,285+103%$574.8K$1.1M+$496.0K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED8,3278,328-10%$1.1M$1.1M-$91.9K2026-10-13
Truist Financial Corp
DECREASED7,9388,087-149-2%$1.1M$1.0M-$108.0K2026-10-30
Diversify Wealth Management, LLC
INCREASED7,9017,881+20+0%$1.1M$1.0M-$54.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED7,9017,881+20+0%$1.1M$1.0M-$54.2K2026-10-20
Stordahl Capital Management, Inc.
DECREASED7,6258,074-449-6%$1.1M$964.7K-$145.8K2026-10-22
Wedbush Securities Inc
INCREASED7,3865,579+1,807+32%$767.0K$934-$766.1K2026-10-22
Hegarty Advisors, LLC
INCREASED7,3246,637+687+10%$912.9K$926.7K+$13.8K2026-10-20
Kieckhefer Group LLC
INCREASED6,8026,617+185+3%$910.1K$860.6K-$49.5K2026-10-13
HUB Investment Partners, LLC
INCREASED6,7845,307+1,477+28%$729.9K$858.3K+$128.4K2026-11-03
PNC Financial Services Group, Inc.
INCREASED6,3146,194+120+2%$851.9K$798.9K-$53.1K2026-11-06
Fifth Third Bancorp
INCREASED6,2255,747+478+8%$790.4K$787.6K-$2.9K2026-11-05
Financial Council, LLC
UNCHANGED6,1886,18800%$851.1K$782.9K-$68.2K2026-11-02
US Bancorp \de\
DECREASED5,9155,921-60%$814.4K$748.4K-$66.0K2026-11-05
Eagle Wealth Strategies LLC
DECREASED5,8486,076-228-4%$835.6K$739.8K-$95.8K2026-10-20
Ethic Inc.
INCREASED5,7983,487+2,311+66%$479.6K$733.6K+$254.0K2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED5,7945,79400%$796.9K$733.1K-$63.9K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED5,6265,706-80-1%$784.9K$711.9K-$73.0K2026-10-26
Perigon Wealth Management, LLC
INCREASED5,4815,128+353+7%$705.3K$693.5K-$11.8K2026-10-22
Spire Wealth Management
DECREASED5,4145,683-269-5%$781.6K$685.0K-$96.7K2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED5,1135,313-200-4%$730.8K$646.9K-$83.9K2026-11-02
Anchor Capital Advisors LLC
UNCHANGED5,1025,10200%$701.7K$645.5K-$56.2K2026-11-05
Snider Financial Group
DECREASED5,0125,352-340-6%$736.1K$634.1K-$102.0K2026-10-16
Mach-1 Financial Group, LLC
DECREASED4,9905,612-622-11%$771.8K$631.3K-$140.5K2026-11-06
Advisortrust Partners, LLC
UNCHANGED4,9354,93500%$678.8K$624.4K-$54.4K2026-11-02
Bokf, NA
DECREASED4,7734,778-50%$657.2K$603.9K-$53.3K2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED4,6394,63900%$638.0K$586.9K-$51.1K2026-10-27
B. Riley Wealth Advisors, Inc.
UNCHANGED4,2904,29000%$586.1K$542.8K-$43.3K2026-10-13
Soltis Investment Advisors LLC
UNCHANGED4,2434,24300%$583.5K$536.8K-$46.8K2026-10-28
Merit Financial Group, LLC
UNCHANGED4,2344,23400%$582.3K$535.7K-$46.7K2026-11-06
Taylor & Morgan Wealth Management, LLC
DECREASED4,1594,458-299-7%$613.2K$526.2K-$87.0K2026-10-09
Clarity Capital Advisors, LLC
UNCHANGED4,0944,09400%$563.1K$518.0K-$45.1K2026-10-27
Victory Financial Group, LLC
INCREASED4,0894,077+12+0%$560.8K$517.3K-$43.4K2026-10-27
Modera Wealth Management, LLC
INCREASED4,0784,037+41+1%$555.2K$515.9K-$39.3K2026-10-28
Focus Financial Network, Inc.
DECREASED4,0614,084-23-1%$561.7K$513.8K-$47.9K2026-10-14
Whitcomb & Hess, Inc.
DECREASED4,0264,172-146-3%$573.8K$509.4K-$64.4K2026-10-07
Ironwood Financial, llc
UNCHANGED4,0144,01400%$539.5K$507.9K-$31.7K2026-10-20
Macroview Investment Management LLC
UNCHANGED3,9413,94100%$542.1K$498.6K-$43.4K2026-10-26
Affiance Financial, LLC
UNCHANGED3,7053,70500%$509.6K$468.8K-$40.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED3,6603,184+476+15%$429.8K$467.7K+$37.9K2026-10-13
Summit Financial Strategies, Inc.
UNCHANGED3,6183,61800%$497.6K$457.7K-$39.9K2026-10-14
Compound Planning, Inc.
DECREASED3,5503,613-63-2%$497.0K$449.2K-$47.8K2026-11-05
Thompson Davis & Co., Inc.
INCREASED3,4352,925+510+17%$402.3K$434.6K+$32.3K2026-11-05
Quadrant Capital Group LLC
UNCHANGED3,3443,34400%$459.9K$427.9K-$32.0K2026-10-20
Advisor OS, LLC
INCREASED3,2913,278+13+0%$450.9K$416.4K-$34.5K2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
DECREASED3,2433,499-256-7%$481.2K$410.3K-$70.9K2026-10-28
Grant Street Asset Management, Inc.
DECREASED3,2123,609-397-11%$496.3K$406.4K-$89.9K2026-10-26
Solutions 4 Wealth, Ltd
UNCHANGED3,1443,14400%$432.4K$397.8K-$34.6K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED3,0792,458+621+25%$338.1K$389.5K+$51.5K2026-10-30
Accel Wealth Management
UNCHANGED3,0083,00800%$413.7K$380.6K-$33.1K2026-10-13
Factor Wealth Management LTD
UNCHANGED2,9202,92000%$401.6K$369.4K-$32.2K2026-10-08
Nicholas Hoffman & Company, Llc.
UNCHANGED2,7452,74500%$377.5K$347.3K-$30.3K2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED2,5582,55800%$351.8K$323.6K-$28.2K2026-10-23
Integris Wealth Management, LLC
DECREASED2,5542,755-201-7%$378.9K$323.1K-$55.8K2026-10-14
Dagco, Inc.
DECREASED2,5323,142-610-19%$432.1K$320.3K-$111.8K2026-10-20
Opulen Financial Group LLC
UNCHANGED2,4642,46400%$338.9K$311.8K-$27.2K2026-10-22
Johnson Bixby & Associates, LLC
INCREASED2,4502,413+37+2%$331.9K$310.0K-$21.9K2026-10-14
Asset One Wealth Management LLC
DECREASED2,4202,670-250-9%$361.9K$306.2K-$55.6K2026-11-02
Sage Mountain Advisors LLC
UNCHANGED2,4082,40800%$331.2K$304.7K-$26.5K2026-11-02
SAX Wealth Advisors, LLC
DECREASED2,3742,375-10%$272.7K$300.3K+$27.6K2026-10-13
Mycio Wealth Partners, LLC
UNCHANGED2,2832,28300%$314.0K$288.9K-$25.2K2026-11-04
Investment Partners Asset Management, Inc.
UNCHANGED2,2422,24200%$308.4K$283.7K-$24.7K2026-10-09
Sovran Advisors, LLC
DECREASED2,1952,263-68-3%$307.0K$290.0K-$17.0K2026-11-02
Hardin Capital Partners, LLC
UNCHANGED2,1952,19500%$302.1K$277.7K-$24.4K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED2,1881,744+444+25%$239.9K$276.8K+$37.0K2026-11-05
Glaxis Capital Management, LLC
UNCHANGED2,1792,17900%$299.7K$275.7K-$24.0K2026-11-02
Apollon Wealth Management, LLC
INCREASED2,1362,072+64+3%$285.0K$270.2K-$14.8K2026-10-23
American State Bank (Iowa)
UNCHANGED2,0562,05600%$282.8K$260.1K-$22.7K2026-11-03
William Howard & Co Financial Advisors Inc
UNCHANGED2,0142,01400%$277.0K$254.8K-$22.2K2026-11-04
Lee, Kelleher & Klein Wealth Management
UNCHANGED1,9831,98300%$272.7K$250.9K-$21.9K2026-10-08
Burke & Herbert Bank & Trust Co
DECREASED1,9752,177-202-9%$299.4K$249.9K-$49.5K2026-11-02
Brighton Jones LLC
NEW1,948—+1,948——$246.5K—2026-11-03
Johnson Financial Group, LLC
UNCHANGED1,8941,89400%$260.5K$239.6K-$20.9K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED1,8391,911-72-4%$262.8K$232.6K-$30.2K2026-10-08
Prospera Financial Services Inc
DECREASED1,8242,750-926-34%$378.3K$238.3K-$140.0K2026-11-04
Moneco Advisors, LLC
INCREASED1,8001,796+4+0%$247.0K$227.8K-$19.3K2026-11-05
1834 Investment Advisors Co
DECREASED1,7551,912-157-8%$263.0K$222.0K-$40.9K2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
NEW1,751—+1,751——$221.5K—2026-10-30
Accurate Wealth Management, LLC
UNCHANGED1,7141,71400%$231.3K$219.3K-$12.0K2026-10-20
Allegiance Financial Group Advisory Services LLC
UNCHANGED1,6651,66500%$229.0K$210.6K-$18.3K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED1,6561,965-309-16%$270.2K$209.5K-$60.8K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED1,6561,924-268-14%$264.7K$209.6K-$55.1K2026-10-21
Allegheny Financial Group
UNCHANGED1,6491,64900%$226.8K$208.7K-$18.2K2026-11-05
CoreCap Advisors, LLC
INCREASED1,5731,489+84+6%$204.9K$199.1K-$5.8K2026-10-08
Parallel Advisors, LLC
INCREASED1,407107+1,300+1215%$14.8K$178.1K+$163.3K2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED1,2871,28700%$177.0K$162.8K-$14.2K2026-10-27
Ascentis Independent Advisors
NEW1,277—+1,277——$161.6K—2026-11-03
IFP Advisors, Inc
DECREASED1,2701,343-73-5%$184.7K$160.7K-$24.0K2026-10-16
Evermay Wealth Management LLC
DECREASED1,2021,267-65-5%$174.3K$152.1K-$22.2K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,2001,20000%$164.1K$151.8K-$12.3K2026-10-08
First Horizon Corp
UNCHANGED1,1631,16300%$160.0K$147.1K-$12.8K2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED97697600%$134.2K$123.5K-$10.8K2026-10-30
First Premier Bank
UNCHANGED85885800%$118$109-$92026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED83083000%$114.2K$105.0K-$9.1K2026-10-28
Arlington Trust Co LLC
UNCHANGED79879800%$109.8K$101.0K-$8.8K2026-10-20
Key FInancial Inc
UNCHANGED73773700%$101.4K$93.2K-$8.1K2026-11-02
Phillip James Consulting Co.
UNCHANGED73573500%$101.1K$93.0K-$8.1K2026-11-03
Manchester Capital Management LLC
UNCHANGED58858800%$80.9K$74.4K-$6.5K2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED52352300%$71.9K$66.2K-$5.8K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5101,345-835-62%$185.1K$64.5K-$120.6K2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED49349300%$67.8K$62.4K-$5.4K2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED43743700%$60$55-$52026-10-27
Parkside Financial Bank & Trust
UNCHANGED43243200%$59.5K$54.7K-$4.8K2026-10-27
Concord Wealth Partners
UNCHANGED35535500%$48.8K$44.9K-$3.9K2026-11-02
Citigroup Inc
NEW330—+330——$41.8K—2026-11-04
Gamma Investing LLC
NEW329—+329——$41.6K—2026-10-08
AlphaCore Capital LLC
UNCHANGED31231200%$42.9K$39.5K-$3.4K2026-11-04
West Paces Advisors Inc.
DECREASED302340-38-11%$46.8K$38.2K-$8.6K2026-10-13
Creative Financial Designs Inc
UNCHANGED29129100%$40.0K$36.8K-$3.2K2026-11-04
SBI Securities Co., Ltd.
INCREASED278277+1+0%$38.1K$35.2K-$2.9K2026-10-22
Clearstead Trust, LLC
UNCHANGED26326300%$36.2K$33.3K-$2.9K2026-11-06
Rossby Financial, LCC
NEW248—+248——$31.4K—2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED24124100%$33.1K$30.4K-$2.7K2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED22622600%$31.1K$28.6K-$2.5K2026-11-04
Triumph Capital Management
INCREASED22314+209+1493%$1.9K$28.2K+$26.3K2026-10-14
Mather Group, Llc.
NEW191—+191——$24.2K—2026-10-14
Larson Financial Group LLC
UNCHANGED15915900%$21.9K$20.1K-$1.8K2026-11-05
Nfsg Corp
UNCHANGED15415400%$21.2K$19.5K-$1.7K2026-10-15
Salomon & Ludwin, LLC
UNCHANGED15215200%$20.8K$19.2K-$1.6K2026-10-29
Abound Wealth Management
UNCHANGED14514500%$19.9K$18.3K-$1.6K2026-10-26
Richardson Capital Management LLC
UNCHANGED13313300%$18.3K$16.8K-$1.5K2026-10-23
True Wealth Design, LLC
DECREASED117201-84-42%$27.6K$14.8K-$12.8K2026-10-13
Lodestone Wealth Management LLC
DECREASED117123-6-5%$16.9K$14.8K-$2.1K2026-10-14
Gleason Group, Inc.
UNCHANGED646400%$8.8K$8.1K-$7022026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED606000%$8.3K$7.6K-$6612026-10-23
Washington Trust Advisors, Inc.
NEW54—+54——$6.8K—2026-10-22
City State Bank
UNCHANGED505000%$6.9K$6.3K-$5512026-10-20
Horizons Wealth Management
NEW36—+36——$4.6K—2026-10-05
Reap Financial Group, LLC
UNCHANGED343400%$4.7K$4.3K-$3742026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED333300%$4.5K$4.2K-$3642026-11-04
Signaturefd, LLC
INCREASED3210+22+220%$1.4K$4.0K+$2.6K2026-10-23
Lanark Financial, Inc.
DECREASED2526-1-4%$3.6K$3.2K-$4132026-10-26
Downshift Financial, LLC
UNCHANGED202000%$2.8K$2.5K-$2212026-10-13
Archer Investment Corp
NEW17—+17——$2.2K—2026-11-05
TD Private Client Wealth LLC
UNCHANGED111100%$1.5K$1.4K-$1212026-10-28
Financial Management Professionals, Inc.
UNCHANGED6600%$825$759-$662026-10-23
World Equity Group, Inc.
CLOSED03,027-3,027-100%$416.3K$0-$416.3K2026-10-14
Cordatus Wealth Management LLC
CLOSED02,335-2,335-100%$321.2K$0-$321.2K2026-10-19
Founders Grove Wealth Partners, LLC
CLOSED01,600-1,600-100%$220.1K$0-$220.1K2026-10-16
Oppenheimer & Co Inc
CLOSED01,575-1,575-100%$216.6K$0-$216.6K2026-10-26
Parkshore Wealth Management, Inc.
CLOSED01,571-1,571-100%$216.0K$0-$216.0K2026-10-13
Schwartz Investment Counsel Inc
CLOSED01,570-1,570-100%$215.9K$0-$215.9K2026-10-26
TruNorth Capital Management, LLC
CLOSED01,534-1,534-100%$211.0K$0-$211.0K2026-10-14
LexAurum Advisors, LLC
CLOSED01,485-1,485-100%$204.2K$0-$204.2K2026-10-19
Summit Investment Advisory Services, LLC
CLOSED01,475-1,475-100%$202.9K$0-$202.9K2026-11-03
International Assets Investment Management, LLC
CLOSED01,031-1,031-100%$141.0K$0-$141.0K2026-11-02
Pinnacle Wealth Planning Services, Inc.
CLOSED0381-381-100%$52.4K$0-$52.4K2026-10-27
Vermillion Wealth Management, Inc.
CLOSED0211-211-100%$29.1K$0-$29.1K2026-10-26
Cornerstone Planning Group LLC
CLOSED051-51-100%$6.9K$0-$6.9K2026-10-16
Physician Wealth Advisors, Inc.
CLOSED08-8-100%$1.1K$0-$1.1K2026-10-20
Bank of America Corp
N/A—867,438-867,438-100%$119.3M———
Morgan Stanley
N/A—825,868-825,868-100%$113.6M———
Raymond James Financial Inc
N/A—594,078-594,078-100%$81.7M———
Mariner, LLC
N/A—591,038-591,038-100%$81.3M———
Cerity Partners LLC
N/A—442,935-442,935-100%$60.9M———
Ameriprise Financial Inc
N/A—430,671-430,671-100%$59.2M———
Wells Fargo & Company
N/A—378,299-378,299-100%$52.0M———
Pathstone Holdings, LLC
N/A—363,428-363,428-100%$50.0M———
JPMorgan Chase & Co
N/A—361,491-361,491-100%$49.4M———
UBS Group AG
N/A—355,333-355,333-100%$48.9M———
Royal Bank of Canada
N/A—350,597-350,597-100%$48.2M———
Moneta Group Investment Advisors LLC
N/A—338,693-338,693-100%$46.6M———
Goldman Sachs Group Inc
N/A—304,644-304,644-100%$41.9M———
LPL Financial LLC
N/A—268,540-268,540-100%$36.9M———
Osaic Holdings, Inc.
N/A—264,227-264,227-100%$36.4M———
Hantz Financial Services, Inc.
N/A—250,961-250,961-100%$34.5M———
Northwestern Mutual Wealth Management Co
N/A—231,279-231,279-100%$31.8M———
Cetera Investment Advisers
N/A—225,666-225,666-100%$31.0M———
Janney Montgomery Scott LLC
N/A—99,110-99,110-100%$13.6M———
Envestnet Asset Management Inc
N/A—96,027-96,027-100%$13.2M———
Pinnacle Financial Partners, Inc.
N/A—95,378-95,378-100%$13.1M———
Stifel Financial Corp
N/A—93,215-93,215-100%$12.8M———
Cambridge Associates LLC
N/A—85,513-85,513-100%$11.8M———
EP Wealth Advisors, LLC
N/A—82,629-82,629-100%$11.4M———
Marble Harbor Investment Counsel, LLC
N/A—79,432-79,432-100%$10.9M———
MAI Capital Management
N/A—75,508-75,508-100%$10.4M———
Captrust Financial Advisors
N/A—71,829-71,829-100%$9.9M———
New Insight Wealth Advisors
N/A—69,874-69,874-100%$9.6M———
Odyssey Group, LLC
N/A—63,866-63,866-100%$8.8M———
Blair William & Co
N/A—56,442-56,442-100%$7.8M———
MML Investors Services, LLC
N/A—52,126-52,126-100%$7.2M———
Harbour Investments, Inc.
N/A—48,798-48,798-100%$6.7M———
SCS Capital Management LLC
N/A—47,731-47,731-100%$6.6M———
Private Advisor Group, LLC
N/A—47,337-47,337-100%$6.5M———
Rockefeller Capital Management L.P.
N/A—43,971-43,971-100%$6.0M———
Jones Financial Companies Lllp
N/A—43,322-43,322-100%$5.9M———
F/m Investments LLC
N/A—39,922-39,922-100%$5.5M———
HighTower Advisors, LLC
N/A—39,057-39,057-100%$5.4M———
Harbor Advisory Corp
N/A—38,346-38,346-100%$5.3M———
Philadelphia Investment Partners, LLC
N/A—33,038-33,038-100%$4.5M———
Betterment LLC
N/A—30,095-30,095-100%$4.1M———
HBK Sorce Advisory LLC
N/A—28,323-28,323-100%$3.9M———
Keystone Financial Group
N/A—27,976-27,976-100%$3.8M———
Valmark Advisers, Inc.
N/A—25,563-25,563-100%$3.5M———
Bluespring Wealth Management, LLC
N/A—25,164-25,164-100%$3.5M———
Sierra Capital LLC
N/A—24,313-24,313-100%$3.3M———
Kastel Capital Advisors, LLC
N/A—24,136-24,136-100%$2.8M———
Geneos Wealth Management Inc.
N/A—23,508-23,508-100%$3.2M———
Colter Lewis Investment Partners LLC
N/A—22,637-22,637-100%$3.1M———
EQ LLC
N/A—20,543-20,543-100%$2.8M———
Kropog Financial Group, LLC
N/A—20,178-20,178-100%$2.8M———
Peapack Gladstone Financial Corp
N/A—18,274-18,274-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—16,957-16,957-100%$2.3M———
Silver Oak Advisory Group, Inc.
N/A—16,783-16,783-100%$2.3M———
NewEdge Wealth, LLC
N/A—16,747-16,747-100%$2.3M———
OneAscent Financial Services LLC
N/A—15,517-15,517-100%$2.1M———
17 Capital Partners, LLC
N/A—15,096-15,096-100%$2.1M———
Waverly Advisors, LLC
N/A—14,004-14,004-100%$1.9M———
Presper Financial Architects, LLC
N/A—13,730-13,730-100%$1.9M———
&partners
N/A—13,369-13,369-100%$1.8M———
Shepherd Kaplan Krochuk, LLC
N/A—13,294-13,294-100%$1.8M———
Capital Analysts, LLC
N/A—12,913-12,913-100%$1.8M———
Mercer Global Advisors Inc
N/A—12,275-12,275-100%$1.7M———
Composition Wealth, LLC
N/A—12,186-12,186-100%$1.7M———
Silvercrest Asset Management Group LLC
N/A—11,886-11,886-100%$1.6M———
Brown Advisory Inc
N/A—11,714-11,714-100%$1.6M———
FourThought Financial Partners, LLC
N/A—11,468-11,468-100%$1.6M———
Ritter Daniher Financial Advisory LLC / de
N/A—11,227-11,227-100%$1.5M———
HM Payson & Co
N/A—11,199-11,199-100%$1.5M———
Lowe Brockenbrough & Co Inc
N/A—11,062-11,062-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—10,972-10,972-100%$1.5M———
Wescott Financial Advisory Group, LLC
N/A—10,821-10,821-100%$1.5M———
FMR LLC
N/A—9,995-9,995-100%$1.4M———
Lbmc Investment Advisors, LLC
N/A—9,872-9,872-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—9,807-9,807-100%$1.3M———
NewEdge Advisors, LLC
N/A—9,670-9,670-100%$1.3M———
GSA Capital Partners LLP
N/A—9,553-9,553-100%$1.3M———
Insight 2811, Inc.
N/A—9,519-9,519-100%$1.3M———
Cornerstone Advisors Asset Management, LLC
N/A—9,024-9,024-100%$1.2M———
Tocqueville Asset Management L.P.
N/A—9,000-9,000-100%$1.2M———
Baird Financial Group, Inc.
N/A—8,304-8,304-100%$1.1M———
AQR Capital Management LLC
N/A—7,935-7,935-100%$1.1M———
McLean Asset Management Corp
N/A—7,739-7,739-100%$1.0M———
National Philanthropic Trust
N/A—7,702-7,702-100%$1.1M———
Northstar Group, Inc.
N/A—7,309-7,309-100%$1.0M———
Pacific SUN Financial Corp
N/A—7,194-7,194-100%$989.5K———
Zuckerman Investment Group, LLC
N/A—7,089-7,089-100%$975.0K———
Wealthspire Advisors, LLC
N/A—6,818-6,818-100%$937.7K———
Gotham Asset Management, LLC
N/A—6,707-6,707-100%$922.5K———
Silver Coast Investments LLC
N/A—6,160-6,160-100%$847.1K———
Smartleaf Asset Management LLC
N/A—5,829-5,829-100%$796.4K———
CIBC Bancorp USA Inc.
N/A—5,793-5,793-100%$642.9K———
Cresset Asset Management, LLC
N/A—5,788-5,788-100%$796.1K———
Spirepoint Private Client, LLC
N/A—5,619-5,619-100%$772.8K———
Northern Trust Corp
N/A—5,508-5,508-100%$757.6K———
Stratos Wealth Partners, Ltd.
N/A—5,354-5,354-100%$736.5K———
Susquehanna International Group, LLP
N/A—5,303-5,303-100%$729.4K———
Dorsey & Whitney Trust Co LLC
N/A—5,014-5,014-100%$689.6K———
O'shaughnessy Asset Management, LLC
N/A—4,879-4,879-100%$671.1K———
Weik Capital Management
N/A—4,855-4,855-100%$667.8K———
Allworth Financial LP
N/A—4,788-4,788-100%$658.5K———
O'rourke & Company, Inc
N/A—4,732-4,732-100%$650.8K———
Thoroughbred Financial Services, LLC
N/A—4,724-4,724-100%$649.0K———
BlackRock, Inc.
N/A—4,650-4,650-100%$639.5K———
LaSalle St. Investment Advisors, LLC
N/A—4,600-4,600-100%$632.7K———
Brown Brothers Harriman & Co
N/A—4,504-4,504-100%$619.5K———
Coldstream Capital Management Inc
N/A—4,456-4,456-100%$612.9K———
Sovereign Financial Group, Inc.
N/A—4,327-4,327-100%$595.1K———
Caprock Group, LLC
N/A—4,255-4,255-100%$585.2K———
National Bank of Canada
N/A—4,151-4,151-100%$569.3K———
Quantinno Capital Management LP
N/A—4,065-4,065-100%$559.1K———
Stonebridge Financial Planning Group, LLC
N/A—3,974-3,974-100%$546.6K———
Taylor Hoffman Capital Management LLC
N/A—3,962-3,962-100%$545.0K———
Tribridge Partners Financial LLC
N/A—3,922-3,922-100%$529.1K———
Pack Private Wealth, LLC
N/A—3,894-3,894-100%$535.6K———
Smith, Moore & Co.
N/A—3,785-3,785-100%$520.5K———
Viawealth, LLC
N/A—3,780-3,780-100%$519.9K———
Cary Street Partners Financial LLC
N/A—3,645-3,645-100%$501.3K———
Hemenway Trust Co LLC
N/A—3,634-3,634-100%$499.8K———
OneDigital Investment Advisors LLC
N/A—3,590-3,590-100%$493.8K———
Pettyjohn, Wood & White, Inc
N/A—3,550-3,550-100%$488.3K———
Fort Sheridan Advisors LLC
N/A—3,446-3,446-100%$474.0K———
American Trust
N/A—3,420-3,420-100%$470.4K———
Equitable Holdings, Inc.
N/A—3,388-3,388-100%$466.1K———
Financial Freedom, LLC
N/A—3,355-3,355-100%$461.5K———
Centennial Bank
N/A—3,254-3,254-100%$447.6K———
Peak Planning Group, LLC
N/A—3,236-3,236-100%$445.1K———
Financial Engines Advisors L.L.C.
N/A—3,151-3,151-100%$433.4K———
Bartlett & Co. Wealth Management LLC
N/A—2,998-2,998-100%$412.3K———
Catalyst Financial Partners LLC
N/A—2,986-2,986-100%$410.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,837-2,837-100%$391.6K———
Beaird Harris Wealth Management, LLC
N/A—2,806-2,806-100%$385.9K———
WNY Asset Management, LLC
N/A—2,775-2,775-100%$381.7K———
Kintra Wealth, LLC
N/A—2,772-2,772-100%$384.8K———
Urban Financial Advisory Corp
N/A—2,694-2,694-100%$370.5K———
Focus Partners Wealth
N/A—2,567-2,567-100%$353.0K———
Yarger Wealth Strategies, LLC
N/A—2,472-2,472-100%$333.7K———
Advisory Services Network, LLC
N/A—2,431-2,431-100%$334.4K———
Centaurus Financial, Inc.
N/A—2,425-2,425-100%$334.0K———
Orion Porfolio Solutions, LLC
N/A—2,361-2,361-100%$324.7K———
United Capital Financial Advisors, LLC
N/A—2,315-2,315-100%$318.2K———
Nuveen, LLC
N/A—2,300-2,300-100%$316.3K———
Valtrion Capital Management, LLC
N/A—2,278-2,278-100%$313.3K———
Nalls Sherbakoff Group, LLC
N/A—2,261-2,261-100%$311.0K———
Painted Porch Advisors LLC
N/A—2,210-2,210-100%$304.0K———
Continuum Advisory, LLC
N/A—2,209-2,209-100%$303.8K———
Meeder Advisory Services, Inc.
N/A—2,158-2,158-100%$296.7K———
JT Stratford LLC
N/A—2,127-2,127-100%$292.5K———
Nwam LLC
N/A—2,118-2,118-100%$291.3K———
Sanctuary Advisors, LLC
N/A—2,117-2,117-100%$291.2K———
Johnson Investment Counsel Inc
N/A—2,110-2,110-100%$290.2K———
Valued Retirements, Inc.
N/A—2,076-2,076-100%$285.5K———
Ameritas Advisory Services, LLC
N/A—2,056-2,056-100%$282.7K———
CIBC World Market Inc.
N/A—2,015-2,015-100%$277.1K———
Legacy Edge Advisors, LLC
N/A—1,948-1,948-100%$267.9K———
Gladstone Institutional Advisory LLC
N/A—1,924-1,924-100%$264.6K———
Vanguard Advisers Inc
N/A—1,867-1,867-100%$256.7K———
Benjamin Edwards Inc
N/A—1,691-1,691-100%$232.6K———
Focus Partners Advisor Solutions, LLC
N/A—1,688-1,688-100%$232.2K———
Arkadios Wealth Advisors
N/A—1,580-1,580-100%$217.4K———
Wealthfront Advisers LLC
N/A—1,521-1,521-100%$209.2K———
Alexander Labrunerie & Co., Inc.
N/A—1,498-1,498-100%$206.0K———
Ancora Advisors LLCA
N/A—1,351-1,351-100%$185.8K———
Osterweis Capital Management Inc
N/A—1,342-1,342-100%$184.6K———
Novak & Powell Financial Services, Inc.
N/A—1,302-1,302-100%$394.7K———
Operose Advisors LLC
N/A—1,196-1,196-100%$164.5K———
Ameriflex Group, Inc.
N/A—970-970-100%$133.4K———
AE Wealth Management LLC
N/A—968-968-100%$133.2K———
Cornerstone Financial Management LLC
N/A—780-780-100%$107.3K———
Huntington National Bank
N/A—704-704-100%$96.8K———
Bank of Montreal
N/A—676-676-100%$92.9K———
Global Retirement Partners, LLC
N/A—584-584-100%$80.3K———
Medallion Wealth Advisors, LLC
N/A—517-517-100%$71.6K———
Aptus Capital Advisors, LLC
N/A—468-468-100%$64.4K———
BFC Planning, Inc.
N/A—446-446-100%$61.4K———
Tanglewood Legacy Advisors, LLC
N/A—404-404-100%$55.6K———
Frazier Financial Advisors, LLC
N/A—396-396-100%$54.5K———
Dunhill Financial, LLC
N/A—355-355-100%$48.8K———
Steigerwald, Gordon & Koch Inc.
N/A—277-277-100%$38.1K———
Hollencrest Capital Management
N/A—270-270-100%$37.1K———
Dogwood Wealth Management LLC
N/A—200-200-100%$27.5K———
MidFirst Bank
N/A—185-185-100%$25.4K———
Investment Counsel Co of Nevada
N/A—176-176-100%$24.2K———
Bellevue Asset Management, LLC
N/A—150-150-100%$20.6K———
Mpwm Advisory Solutions, LLC
N/A—115-115-100%$15.8K———
Anchor Investment Management, LLC
N/A—111-111-100%$15.3K———
UBS Asset Management Americas LLC
N/A—110-110-100%$15.1K———
Atlantic Union Bankshares Corp
N/A—100-100-100%$13.8K———
Strategic Investment Solutions, Inc.
N/A—100-100-100%$13.8K———
Community Bank, N.A.
N/A—84-84-100%$11.6K———
Vanguard National Trust Co
N/A—72-72-100%$9.9K———
Qube Research & Technologies Ltd
N/A—61-61-100%$8.4K———
FAS Wealth Partners, Inc.
N/A—60-60-100%$8.2K———
Fiduciary Financial Advisors
N/A—56-56-100%$7.7K———
Minot DeBlois Advisors LLC
N/A—50-50-100%$6.9K———
Glen Eagle Advisors, LLC
N/A—46-46-100%$6.4K———
Addison Advisors LLC
N/A—39-39-100%$5.4K———
ST Germain D J Co Inc
N/A—31-31-100%$4.3K———
Transamerica Financial Advisors, LLC
N/A—29-29-100%$4.0K———
Oakmont Advisory Group, LLC
N/A—28-28-100%$3.9K———
GW&K Investment Management, LLC
N/A—27-27-100%$4———
Atlas Capital Advisors Inc.
N/A—25-25-100%$3.4K———
LRI Investments, LLC
N/A—24-24-100%$3.3K———
Bogart Wealth, LLC
N/A—24-24-100%$3.3K———
Arax Advisory Partners
N/A—14-14-100%$1.9K———
Darwin Wealth Management, LLC
N/A—8-8-100%$1.1K———
Raffa Wealth Management, LLC
N/A—3-3-100%$363———
Showing 423 of 423 institutions