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Vanguard SH Term Tax-Ex Bond (VTES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gleason Group, Inc.
INCREASED
Shares361,222 from 312,892
Change+48,330 (+15%)
Value$35.6M (+$3.9M)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares160,490 from 80,436
Change+80,054 (+100%)
Value$15.8M (+$7.7M)
Filed 2026-11-06
Altiora Financial Group, LLC
INCREASED
Shares118,503 from 87,674
Change+30,829 (+35%)
Value$11.7M (+$2.8M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares117,909 from 90,508
Change+27,401 (+30%)
Value$11.6M (+$2.5M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares110,504 from 97,134
Change+13,370 (+14%)
Value$10.9M (+$1.1M)
Filed 2026-11-06
S.A. Mason LLC
INCREASED
Shares100,969 from 92,425
Change+8,544 (+9%)
Value$10.0M (+$592.0K)
Filed 2026-10-13
TruNorth Capital Management, LLC
NEW
Shares90,580
Change+90,580
Value$8.9M
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares84,621 from 83,629
Change+992 (+1%)
Value$8.3M (-$128.8K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares81,600 from 64,172
Change+17,428 (+27%)
Value$8.0M (+$1.6M)
Filed 2026-10-08
Beacon Bank & Trust
DECREASED
Shares81,438 from 96,154
Change-14,716 (-15%)
Value$8.0M (-$1.7M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares79,496 from 71,012
Change+8,484 (+12%)
Value$7.8M (+$644.1K)
Filed 2026-10-30
Eclectic Associates Inc
INCREASED
Shares74,806 from 61,227
Change+13,579 (+22%)
Value$7.4M (+$1.2M)
Filed 2026-10-09
Savant Capital, LLC
DECREASED
Shares72,596 from 181,064
Change-108,468 (-60%)
Value$7.2M (-$11.2M)
Filed 2026-11-06
RW Investment Management LLC
INCREASED
Shares69,218 from 61,269
Change+7,949 (+13%)
Value$6.8M (+$617.7K)
Filed 2026-11-03
Waterway Wealth Management, LLC
NEW
Shares65,207
Change+65,207
Value$6.4M
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares63,017 from 51,760
Change+11,257 (+22%)
Value$6.2M (+$969.7K)
Filed 2026-10-08
Hanson & Doremus Investment Management
INCREASED
Shares61,684 from 4,049
Change+57,635 (+1423%)
Value$6.1K (-$403.9K)
Filed 2026-10-16
GenTrust, LLC
INCREASED
Shares58,981 from 58,684
Change+297 (+1%)
Value$5.8M (-$129.7K)
Filed 2026-11-06
First Affirmative Financial Network
NEW
Shares58,744
Change+58,744
Value$5.8M
Filed 2026-10-21
Slow Capital, Inc.
INCREASED
Shares53,705 from 4,472
Change+49,233 (+1101%)
Value$5.3M (+$4.8M)
Filed 2026-10-23
Capital Investment Services of America, Inc.
DECREASED
Shares49,560 from 53,210
Change-3,650 (-7%)
Value$4.9M (-$504.1K)
Filed 2026-11-02
Firestone Capital Management
DECREASED
Shares48,014 from 51,071
Change-3,057 (-6%)
Value$4.7M (-$439.8K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares44,303 from 9,102
Change+35,201 (+387%)
Value$4.4M (+$3.5M)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares42,267 from 43,681
Change-1,414 (-3%)
Value$4.2M (-$257.8K)
Filed 2026-11-03
Burton Enright Welch
INCREASED
Shares39,341 from 30,543
Change+8,798 (+29%)
Value$3.9M (+$784.7K)
Filed 2026-11-04
Diversified Portfolios, Inc.
INCREASED
Shares38,790 from 18,422
Change+20,368 (+111%)
Value$3.8M (+$2.0M)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
INCREASED
Shares38,275 from 38,035
Change+240 (+1%)
Value$3.8M (-$79.4K)
Filed 2026-11-06
Genesis Private Wealth, LLC
INCREASED
Shares33,910 from 33,706
Change+204 (+1%)
Value$3.3M (-$71.2K)
Filed 2026-11-02
Sterling Financial Planning, Inc.
DECREASED
Shares33,282 from 34,648
Change-1,366 (-4%)
Value$3.3M (-$228.6K)
Filed 2026-10-28
Haven Private, LLC
DECREASED
Shares33,242 from 34,656
Change-1,414 (-4%)
Value$3.3M (-$233.3K)
Filed 2026-10-27
Aspire Private Capital, LLC
DECREASED
Shares31,710 from 34,356
Change-2,646 (-8%)
Value$3.1M (-$354.0K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares30,320 from 25,970
Change+4,350 (+17%)
Value$3.0M (+$358.5K)
Filed 2026-10-13
Presilium Private Wealth, LLC
NEW
Shares30,009
Change+30,009
Value$3.0M
Filed 2026-10-26
Americana Partners, LLC
UNCHANGED
Shares29,600 from 29,600
Change0 (0%)
Value$2.9M (-$80.2K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares29,114 from 29,632
Change-518 (-2%)
Value$2.9M (-$131.4K)
Filed 2026-10-15
Prospera Financial Services Inc
NEW
Shares28,030
Change+28,030
Value$2.8M
Filed 2026-11-04
Single Point Partners, LLC
INCREASED
Shares27,317 from 17,369
Change+9,948 (+57%)
Value$2.7M (+$933.8K)
Filed 2026-10-19
Evanson Financial, LLC
DECREASED
Shares26,958 from 27,075
Change-117 (0%)
Value$2.7M (-$85.0K)
Filed 2026-10-23
Frankly Finances, LLC
INCREASED
Shares26,951 from 23,301
Change+3,650 (+16%)
Value$2.7M (+$296.7K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
INCREASED
Shares26,457 from 25,155
Change+1,302 (+5%)
Value$2.6M (+$60.2K)
Filed 2026-10-30
Entrust Financial LLC
NEW
Shares26,143
Change+26,143
Value$2.6M
Filed 2026-11-04
XML Financial, LLC
INCREASED
Shares24,511 from 4,266
Change+20,245 (+475%)
Value$2.4M (+$2.0M)
Filed 2026-10-29
Silver Oak Advisory Group, Inc.
DECREASED
Shares23,704 from 24,804
Change-1,100 (-4%)
Value$2.3M (-$174.8K)
Filed 2026-11-06
Brown Wealth Management, LLC
INCREASED
Shares23,564 from 22,581
Change+983 (+4%)
Value$2.3M (+$35.7K)
Filed 2026-10-20
Surience Private Wealth LLC
DECREASED
Shares22,003 from 22,493
Change-490 (-2%)
Value$2.2M (-$109.3K)
Filed 2026-10-16
Winnacle Wealth LLC
INCREASED
Shares21,575 from 21,254
Change+321 (+2%)
Value$2.1M (-$25.9K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares21,554 from 17,292
Change+4,262 (+25%)
Value$2.1M (+$373.4K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
INCREASED
Shares21,343 from 18,289
Change+3,054 (+17%)
Value$2.1M (+$251.5K)
Filed 2026-10-27
Eagle Rock Investment Company, LLC
INCREASED
Shares21,216 from 17,687
Change+3,529 (+20%)
Value$2.1M (+$300.0K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares20,871 from 18,250
Change+2,621 (+14%)
Value$2.1M (+$208.9K)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares20,559 from 3,550
Change+17,009 (+479%)
Value$2.0M (+$1.7M)
Filed 2026-10-28
Mann Financial Group, Inc.
NEW
Shares20,365
Change+20,365
Value$2.0M
Filed 2026-10-15
BIP Wealth, LLC
NEW
Shares19,745
Change+19,745
Value$1.9M
Filed 2026-10-22
BlueChip Wealth Advisors LLC
DECREASED
Shares19,657 from 45,299
Change-25,642 (-57%)
Value$1.9M (-$2.7M)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares18,992 from 4,143
Change+14,849 (+358%)
Value$1.9M (+$1.5M)
Filed 2026-11-05
GEN Financial Management, Inc.
INCREASED
Shares18,133 from 14,332
Change+3,801 (+27%)
Value$1.8M (+$336.0K)
Filed 2026-10-13
McNaughton Wealth Management, LLC
INCREASED
Shares16,827 from 13,472
Change+3,355 (+25%)
Value$1.7M (+$294.3K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares15,870 from 15,449
Change+421 (+3%)
Value$1.6M (-$339)
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares15,570 from 26,829
Change-11,259 (-42%)
Value$1.5M (-$1.2M)
Filed 2026-11-04
King Luther Capital Management Corp
INCREASED
Shares15,188 from 10,790
Change+4,398 (+41%)
Value$1.5M (+$404.4K)
Filed 2026-11-05
Integrity Investment Advisors, LLC
DECREASED
Shares14,971 from 15,363
Change-392 (-3%)
Value$1.5M (-$80.3K)
Filed 2026-11-03
Allodium Investment Consultants, LLC
INCREASED
Shares14,862 from 14,348
Change+514 (+4%)
Value$1.5M (+$11.8K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares14,665
Change+14,665
Value$1.4M
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,343 from 9,540
Change+4,803 (+50%)
Value$1.4K (-$965.6K)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
NEW
Shares14,326
Change+14,326
Value$1.4M
Filed 2026-10-09
Sound Portfolio Advisors, LLC
INCREASED
Shares14,012 from 12,872
Change+1,140 (+9%)
Value$1.4M (+$77.5K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares13,859 from 11,956
Change+1,903 (+16%)
Value$1.4M (+$155.2K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
NEW
Shares12,290
Change+12,290
Value$1.2M
Filed 2026-10-08
SwitchPoint Financial Planning, LLC
DECREASED
Shares12,278 from 12,346
Change-68 (-1%)
Value$1.2M (-$40.2K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
UNCHANGED
Shares11,888 from 11,888
Change0 (0%)
Value$1.2M (-$32.2K)
Filed 2026-10-13
Elser Financial Planning, Inc
INCREASED
Shares11,727 from 5,618
Change+6,109 (+109%)
Value$1.2M (+$587.1K)
Filed 2026-10-16
Alhambra Investment Management LLC
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$1.2M (-$31.7K)
Filed 2026-10-15
Whitegate Investment Counselors, Inc.
DECREASED
Shares11,270 from 12,330
Change-1,060 (-9%)
Value$1.1M (-$137.9K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares10,886 from 10,886
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-06
Congress Park Capital LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$986.0K (-$27.1K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares9,540 from 7,493
Change+2,047 (+27%)
Value$940.7K (+$181.6K)
Filed 2026-10-13
Creative Planning
NEW
Shares9,476
Change+9,476
Value$934.3K
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares8,870 from 8,769
Change+101 (+1%)
Value$874.6K (-$13.8K)
Filed 2026-10-20
Lighthouse Financial LLC
NEW
Shares8,610
Change+8,610
Value$848.9K
Filed 2026-10-23
Valen Private Capital, LLC
NEW
Shares8,413
Change+8,413
Value$829.5K
Filed 2026-10-23
Stone Loft Wealth Management LLC
INCREASED
Shares8,256 from 8,221
Change+35 (+0%)
Value$814.0K (-$16.4K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares8,169 from 24,367
Change-16,198 (-66%)
Value$805.5K (-$1.7M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
UNCHANGED
Shares8,137 from 8,137
Change0 (0%)
Value$802.3K (-$22.1K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
UNCHANGED
Shares7,913 from 7,913
Change0 (0%)
Value$780.2K (-$21.4K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
DECREASED
Shares7,674 from 7,929
Change-255 (-3%)
Value$756.7K (-$46.6K)
Filed 2026-10-26
R2 Capital Strategies, LLC
INCREASED
Shares7,580 from 6,155
Change+1,425 (+23%)
Value$747.4K (+$123.8K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,530 from 6,969
Change+561 (+8%)
Value$742.5K (+$36.4K)
Filed 2026-10-08
WealthSpring Partners, LLC
INCREASED
Shares7,223 from 7,215
Change+8 (+0%)
Value$712.2K (-$18.8K)
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares7,113
Change+7,113
Value$701.3K
Filed 2026-10-29
Roan Capital Partners
DECREASED
Shares7,111 from 7,332
Change-221 (-3%)
Value$701.1K (-$41.7K)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares7,095
Change+7,095
Value$699.6K
Filed 2026-10-21
Donalies Financial Planning, LLC
INCREASED
Shares6,948 from 5,439
Change+1,509 (+28%)
Value$685.0K (+$134.0K)
Filed 2026-10-19
EnRich Financial Partners LLC
DECREASED
Shares6,825 from 6,826
Change-1 (0%)
Value$672.9K (-$18.6K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
UNCHANGED
Shares6,810 from 6,810
Change0 (0%)
Value$671.5K (-$18.5K)
Filed 2026-10-22
Manuka Financial, LLC
DECREASED
Shares6,769 from 7,018
Change-249 (-4%)
Value$667.4K (-$43.6K)
Filed 2026-10-16
RCS Financial Planning, LLC
UNCHANGED
Shares6,656 from 6,656
Change0 (0%)
Value$656.3K (-$18.0K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares6,326 from 4,215
Change+2,111 (+50%)
Value$623.7K (+$196.7K)
Filed 2026-11-04
Hurlow Wealth Management Group, Inc.
INCREASED
Shares6,238 from 5,983
Change+255 (+4%)
Value$615.1K (+$8.9K)
Filed 2026-10-29
Diversified Trust Co
INCREASED
Shares6,000 from 3,429
Change+2,571 (+75%)
Value$591.6K (+$244.2K)
Filed 2026-11-06
Symmetry Partners, LLC
INCREASED
Shares5,977 from 5,725
Change+252 (+4%)
Value$589.3K (+$9.3K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
NEW
Shares5,965
Change+5,965
Value$588.1K
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares5,908 from 5,908
Change0 (0%)
Value$582.5K (-$16.0K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares5,641 from 5,007
Change+634 (+13%)
Value$556.2K (+$48.9K)
Filed 2026-10-08
Hughes Financial Services, LLC
DECREASED
Shares5,433 from 81,423
Change-75,990 (-93%)
Value$545.9K (-$7.7M)
Filed 2026-10-30
Montis Financial, LLC
UNCHANGED
Shares5,314 from 5,314
Change0 (0%)
Value$524.0K (-$14.4K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares5,274 from 5,272
Change+2 (+0%)
Value$520.0K (-$14.1K)
Filed 2026-10-27
L.K. Benson & Company, P.C.
INCREASED
Shares5,206 from 5,183
Change+23 (+0%)
Value$513.3K (-$11.7K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares5,204 from 4,371
Change+833 (+19%)
Value$513.1K (+$70.3K)
Filed 2026-10-13
Aspiriant, LLC
NEW
Shares5,159
Change+5,159
Value$508.7K
Filed 2026-10-16
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares5,079 from 5,079
Change0 (0%)
Value$500.8K (-$13.8K)
Filed 2026-10-14
Piscataqua Savings Bank
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$493.0K (-$13.6K)
Filed 2026-10-21
Arbor Investment Advisors, LLC
DECREASED
Shares4,916 from 6,644
Change-1,728 (-26%)
Value$484.7K (-$188.4K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares4,897 from 5,937
Change-1,040 (-18%)
Value$482.8K (-$118.7K)
Filed 2026-11-04
Rudd Co d/b/a Styre Wealth
NEW
Shares4,848
Change+4,848
Value$482.4K
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares4,686 from 4,309
Change+377 (+9%)
Value$462.0K (+$25.5K)
Filed 2026-11-06
Gutierrez Wealth Advisory, LLC
DECREASED
Shares4,575 from 8,384
Change-3,809 (-45%)
Value$451.1K (-$398.3K)
Filed 2026-11-02
Burk Holdings LLC
INCREASED
Shares4,465 from 3,761
Change+704 (+19%)
Value$440.2K (+$59.2K)
Filed 2026-11-05
SigFig Wealth Management, LLC
DECREASED
Shares4,230 from 4,319
Change-89 (-2%)
Value$417.1K (-$20.4K)
Filed 2026-10-07
Private Advisory Group LLC
NEW
Shares4,206
Change+4,206
Value$414.7K
Filed 2026-11-06
Stone Summit Wealth LLC
DECREASED
Shares4,193 from 5,276
Change-1,083 (-21%)
Value$413.5K (-$121.1K)
Filed 2026-10-14
Pillar Financial Advisors, LLC
DECREASED
Shares4,183 from 9,315
Change-5,132 (-55%)
Value$412.4K (-$531.3K)
Filed 2026-10-21
First Interstate Bank
NEW
Shares4,090
Change+4,090
Value$403.3K
Filed 2026-10-23
Directional Asset Management
DECREASED
Shares4,079 from 4,223
Change-144 (-3%)
Value$402.2K (-$25.6K)
Filed 2026-10-22
Greenspring Advisors, LLC
NEW
Shares3,987
Change+3,987
Value$393.1K
Filed 2026-11-05
Life Planning Partners, Inc
INCREASED
Shares3,987 from 2,000
Change+1,987 (+99%)
Value$393.1K (+$190.5K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares3,975 from 1,975
Change+2,000 (+101%)
Value$392 (-$199.6K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares3,965 from 2,400
Change+1,565 (+65%)
Value$390.9K (+$147.8K)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares3,784 from 3,784
Change0 (0%)
Value$382.0K (-$797)
Filed 2026-10-20
Tandemgrowth Financial Advisors LLC
NEW
Shares3,745
Change+3,745
Value$369.3K
Filed 2026-11-05
Level Financial Advisors
INCREASED
Shares3,693 from 2,292
Change+1,401 (+61%)
Value$364.1K (+$131.9K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares3,678 from 3,678
Change0 (0%)
Value$362.7K (-$10.0K)
Filed 2026-11-04
Lake Hills Wealth Management, LLC
DECREASED
Shares3,672 from 4,072
Change-400 (-10%)
Value$362.1K (-$50.5K)
Filed 2026-10-07
Krane Financial Solutions LLC
NEW
Shares3,671
Change+3,671
Value$362.0K
Filed 2026-10-30
RFG Advisory, LLC
NEW
Shares3,656
Change+3,656
Value$360.5K
Filed 2026-11-03
Tcfg Investment Advisors, LLC
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$360.5K (-$9.9K)
Filed 2026-10-20
MCF Advisors LLC
INCREASED
Shares3,433 from 2,560
Change+873 (+34%)
Value$338.5K (+$79.1K)
Filed 2026-10-28
Worth Asset Management, LLC
DECREASED
Shares3,405 from 3,497
Change-92 (-3%)
Value$335.7K (-$18.6K)
Filed 2026-10-07
Integrated Advisors Network LLC
DECREASED
Shares3,286 from 3,704
Change-418 (-11%)
Value$324.0K (-$51.3K)
Filed 2026-10-20
Members Wealth LLC
NEW
Shares3,126
Change+3,126
Value$308.1K
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares3,048 from 3,172
Change-124 (-4%)
Value$300.5K (-$20.8K)
Filed 2026-11-03
Trellis Wealth Advisors LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$294.2K (-$8.1K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$293.8K (-$8.1K)
Filed 2026-10-05
Valmark Advisers, Inc.
INCREASED
Shares2,667 from 2,295
Change+372 (+16%)
Value$263.0K (+$30.5K)
Filed 2026-11-06
Burney Co/
DECREASED
Shares2,665 from 9,759
Change-7,094 (-73%)
Value$262.8K (-$725.9K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares2,643 from 850
Change+1,793 (+211%)
Value$260.6K (+$174.5K)
Filed 2026-10-29
Elevatus Welath Management
INCREASED
Shares2,629 from 2,442
Change+187 (+8%)
Value$259.3K (+$11.8K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares2,545 from 2,509
Change+36 (+1%)
Value$250.9K (-$3.3K)
Filed 2026-10-09
180 Wealth Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$246.5K (-$6.8K)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$242.6K (-$6.7K)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$241.6K (-$6.6K)
Filed 2026-10-14
Amicus Financial Advisors, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$240.5K (-$6.6K)
Filed 2026-11-03
Retirement Planning Group, LLC
UNCHANGED
Shares2,377 from 2,377
Change0 (0%)
Value$234.4K (-$6.4K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
INCREASED
Shares2,363 from 2,347
Change+16 (+1%)
Value$233.0K (-$4.8K)
Filed 2026-10-22
Fortis Group Advisors, LLC
DECREASED
Shares2,353 from 2,393
Change-40 (-2%)
Value$236.7K (-$5.7K)
Filed 2026-11-06
Cassilly Financial Group LLC
NEW
Shares2,296
Change+2,296
Value$226.4K
Filed 2026-10-07
Acumen Wealth Advisors, LLC
DECREASED
Shares2,273 from 3,460
Change-1,187 (-34%)
Value$224.1K (-$126.4K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$221.8K (-$6.1K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,118 from 2,213
Change-95 (-4%)
Value$208.8K (-$15.4K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares2,111 from 2,012
Change+99 (+5%)
Value$208.1K (+$4.3K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares2,075 from 1,490
Change+585 (+39%)
Value$204.6K (+$53.6K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
DECREASED
Shares2,035 from 10,908
Change-8,873 (-81%)
Value$200.7K (-$904.4K)
Filed 2026-10-26
Choreo, LLC
NEW
Shares2,034
Change+2,034
Value$200.6K
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$194.8K (-$5.4K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$194.2K (-$5.3K)
Filed 2026-10-07
3 Factor Indexing, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$184.2K (-$5.1K)
Filed 2026-10-15
Westside Investment Management, Inc.
INCREASED
Shares1,750 from 1,500
Change+250 (+17%)
Value$172.6K (+$20.6K)
Filed 2026-11-02
American National Bank & Trust
INCREASED
Shares1,475 from 1,268
Change+207 (+16%)
Value$145.4K (+$17.0K)
Filed 2026-10-07
Capital Investment Advisory Services, LLC
NEW
Shares1,262
Change+1,262
Value$124.0K
Filed 2026-10-30
Fifth Third Bancorp
NEW
Shares1,200
Change+1,200
Value$118.3K
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares1,114 from 780
Change+334 (+43%)
Value$109.8K (+$30.8K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares1,076
Change+1,076
Value$106.1K
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares875 from 800
Change+75 (+9%)
Value$86.3K (+$5.2K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
NEW
Shares808
Change+808
Value$79.7K
Filed 2026-10-09
Nfsg Corp
NEW
Shares742
Change+742
Value$73.2K
Filed 2026-10-15
Financial Management Professionals, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$69.0K (-$1.9K)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$54.0K (-$1.5K)
Filed 2026-10-02
Ascentis Independent Advisors
NEW
Shares513
Change+513
Value$50.6K
Filed 2026-11-03
Ashton Thomas Securities, LLC
NEW
Shares493
Change+493
Value$48.6K
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$37.2K (-$1.0K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares263 from 261
Change+2 (+1%)
Value$25.9K (-$510)
Filed 2026-10-16
NBH Bank
INCREASED
Shares209 from 152
Change+57 (+38%)
Value$20.6K (+$5.2K)
Filed 2026-11-05
Fiduciary Advisors, Inc.
INCREASED
Shares192 from 191
Change+1 (+1%)
Value$19.0K (-$395)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares126
Change+126
Value$12.4K
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.2K (-$81)
Filed 2026-10-26
Lanark Financial, Inc.
NEW
Shares20
Change+20
Value$2.0K
Filed 2026-10-26
Sunesis Advisors, LLC
CLOSED
Shares0 from 18,511
Change-18,511 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-26
Garner Asset Management Corp
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$324.2K)
Filed 2026-10-30
Verum Partners LLC
CLOSED
Shares0 from 2,472
Change-2,472 (-100%)
Value$0 (-$250.5K)
Filed 2026-10-21
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$213.2K)
Filed 2026-11-05
Portland Financial Advisors Inc
CLOSED
Shares0 from 2,017
Change-2,017 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-26
Meridian Wealth Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 887
Change-887 (-100%)
Value$0 (-$89.9K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$55.0K)
Filed 2026-10-26
Eastern Bank
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$50.7K)
Filed 2026-10-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-21
Parallel Advisors, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-03
Mercer Global Advisors Inc
N/A
Shares— from 1,254,555
Change-1,254,555 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 739,648
Change-739,648 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 409,264
Change-409,264 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 234,984
Change-234,984 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 198,242
Change-198,242 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 189,383
Change-189,383 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 168,178
Change-168,178 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 157,546
Change-157,546 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 120,115
Change-120,115 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 101,975
Change-101,975 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 100,525
Change-100,525 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 99,216
Change-99,216 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 95,531
Change-95,531 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 94,970
Change-94,970 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 94,954
Change-94,954 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 94,224
Change-94,224 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 88,991
Change-88,991 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 76,988
Change-76,988 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,517
Change-66,517 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 63,855
Change-63,855 (-100%)
Value—
UBS Group AG
N/A
Shares— from 62,184
Change-62,184 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 61,563
Change-61,563 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 51,351
Change-51,351 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 51,216
Change-51,216 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 41,779
Change-41,779 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 40,760
Change-40,760 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 40,227
Change-40,227 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,496
Change-39,496 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,423
Change-34,423 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 34,250
Change-34,250 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,111
Change-33,111 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 31,278
Change-31,278 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 30,945
Change-30,945 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,087
Change-26,087 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 25,374
Change-25,374 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 24,896
Change-24,896 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,369
Change-24,369 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 22,386
Change-22,386 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 21,901
Change-21,901 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,328
Change-20,328 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 19,901
Change-19,901 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,725
Change-19,725 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 18,639
Change-18,639 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 18,380
Change-18,380 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,504
Change-17,504 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,786
Change-16,786 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,146
Change-16,146 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,042
Change-14,042 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,293
Change-13,293 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 13,213
Change-13,213 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 12,835
Change-12,835 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 12,072
Change-12,072 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,765
Change-10,765 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,715
Change-10,715 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,438
Change-9,438 (-100%)
Value—
Blair William & Co
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,365
Change-9,365 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 8,722
Change-8,722 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
&partners
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 602
Change-602 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 602
Change-602 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 595
Change-595 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Nepc LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 31
Change-31 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Gleason Group, Inc.
INCREASED361,222312,892+48,330+15%$31.7M$35.6M+$3.9M2026-10-15
Clearstead Advisors, LLC
INCREASED160,49080,436+80,054+100%$8.1M$15.8M+$7.7M2026-11-06
Altiora Financial Group, LLC
INCREASED118,50387,674+30,829+35%$8.9M$11.7M+$2.8M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED117,90990,508+27,401+30%$9.2M$11.6M+$2.5M2026-10-13
LPL Financial LLC
INCREASED110,50497,134+13,370+14%$9.8M$10.9M+$1.1M2026-11-06
S.A. Mason LLC
INCREASED100,96992,425+8,544+9%$9.4M$10.0M+$592.0K2026-10-13
TruNorth Capital Management, LLC
NEW90,580—+90,580——$8.9M—2026-10-14
Commonwealth Equity Services, LLC
INCREASED84,62183,629+992+1%$8.5M$8.3M-$128.8K2026-11-02
Apella Capital, LLC
INCREASED81,60064,172+17,428+27%$6.5M$8.0M+$1.6M2026-10-08
Beacon Bank & Trust
DECREASED81,43896,154-14,716-15%$9.7M$8.0M-$1.7M2026-10-27
Truist Financial Corp
INCREASED79,49671,012+8,484+12%$7.2M$7.8M+$644.1K2026-10-30
Eclectic Associates Inc
INCREASED74,80661,227+13,579+22%$6.2M$7.4M+$1.2M2026-10-09
Savant Capital, LLC
DECREASED72,596181,064-108,468-60%$18.3M$7.2M-$11.2M2026-11-06
RW Investment Management LLC
INCREASED69,21861,269+7,949+13%$6.2M$6.8M+$617.7K2026-11-03
Waterway Wealth Management, LLC
NEW65,207—+65,207——$6.4M—2026-10-28
Farther Finance Advisors, LLC
INCREASED63,01751,760+11,257+22%$5.2M$6.2M+$969.7K2026-10-08
Hanson & Doremus Investment Management
INCREASED61,6844,049+57,635+1423%$410.0K$6.1K-$403.9K2026-10-16
GenTrust, LLC
INCREASED58,98158,684+297+1%$5.9M$5.8M-$129.7K2026-11-06
First Affirmative Financial Network
NEW58,744—+58,744——$5.8M—2026-10-21
Slow Capital, Inc.
INCREASED53,7054,472+49,233+1101%$453.1K$5.3M+$4.8M2026-10-23
Capital Investment Services of America, Inc.
DECREASED49,56053,210-3,650-7%$5.4M$4.9M-$504.1K2026-11-02
Firestone Capital Management
DECREASED48,01451,071-3,057-6%$5.2M$4.7M-$439.8K2026-11-03
Wedmont Private Capital
INCREASED44,3039,102+35,201+387%$920.4K$4.4M+$3.5M2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED42,26743,681-1,414-3%$4.4M$4.2M-$257.8K2026-11-03
Burton Enright Welch
INCREASED39,34130,543+8,798+29%$3.1M$3.9M+$784.7K2026-11-04
Diversified Portfolios, Inc.
INCREASED38,79018,422+20,368+111%$1.9M$3.8M+$2.0M2026-11-04
Bedel Financial Consulting, Inc.
INCREASED38,27538,035+240+1%$3.9M$3.8M-$79.4K2026-11-06
Genesis Private Wealth, LLC
INCREASED33,91033,706+204+1%$3.4M$3.3M-$71.2K2026-11-02
Sterling Financial Planning, Inc.
DECREASED33,28234,648-1,366-4%$3.5M$3.3M-$228.6K2026-10-28
Haven Private, LLC
DECREASED33,24234,656-1,414-4%$3.5M$3.3M-$233.3K2026-10-27
Aspire Private Capital, LLC
DECREASED31,71034,356-2,646-8%$3.5M$3.1M-$354.0K2026-11-05
Avior Wealth Management, LLC
INCREASED30,32025,970+4,350+17%$2.6M$3.0M+$358.5K2026-10-13
Presilium Private Wealth, LLC
NEW30,009—+30,009——$3.0M—2026-10-26
Americana Partners, LLC
UNCHANGED29,60029,60000%$3.0M$2.9M-$80.2K2026-10-28
Atria Investments, Inc
DECREASED29,11429,632-518-2%$3.0M$2.9M-$131.4K2026-10-15
Prospera Financial Services Inc
NEW28,030—+28,030——$2.8M—2026-11-04
Single Point Partners, LLC
INCREASED27,31717,369+9,948+57%$1.8M$2.7M+$933.8K2026-10-19
Evanson Financial, LLC
DECREASED26,95827,075-1170%$2.7M$2.7M-$85.0K2026-10-23
Frankly Finances, LLC
INCREASED26,95123,301+3,650+16%$2.4M$2.7M+$296.7K2026-10-28
TCI Wealth Advisors, Inc.
INCREASED26,45725,155+1,302+5%$2.5M$2.6M+$60.2K2026-10-30
Entrust Financial LLC
NEW26,143—+26,143——$2.6M—2026-11-04
XML Financial, LLC
INCREASED24,5114,266+20,245+475%$432.2K$2.4M+$2.0M2026-10-29
Silver Oak Advisory Group, Inc.
DECREASED23,70424,804-1,100-4%$2.5M$2.3M-$174.8K2026-11-06
Brown Wealth Management, LLC
INCREASED23,56422,581+983+4%$2.3M$2.3M+$35.7K2026-10-20
Surience Private Wealth LLC
DECREASED22,00322,493-490-2%$2.3M$2.2M-$109.3K2026-10-16
Winnacle Wealth LLC
INCREASED21,57521,254+321+2%$2.2M$2.1M-$25.9K2026-10-15
Kestra Advisory Services, LLC
INCREASED21,55417,292+4,262+25%$1.8M$2.1M+$373.4K2026-11-02
Laurel Wealth Advisors LLC
INCREASED21,34318,289+3,054+17%$1.9M$2.1M+$251.5K2026-10-27
Eagle Rock Investment Company, LLC
INCREASED21,21617,687+3,529+20%$1.8M$2.1M+$300.0K2026-10-21
HB Wealth Management, LLC
INCREASED20,87118,250+2,621+14%$1.8M$2.1M+$208.9K2026-10-23
Modera Wealth Management, LLC
INCREASED20,5593,550+17,009+479%$359.7K$2.0M+$1.7M2026-10-28
Mann Financial Group, Inc.
NEW20,365—+20,365——$2.0M—2026-10-15
BIP Wealth, LLC
NEW19,745—+19,745——$1.9M—2026-10-22
BlueChip Wealth Advisors LLC
DECREASED19,65745,299-25,642-57%$4.6M$1.9M-$2.7M2026-11-03
Compound Planning, Inc.
INCREASED18,9924,143+14,849+358%$419.7K$1.9M+$1.5M2026-11-05
GEN Financial Management, Inc.
INCREASED18,13314,332+3,801+27%$1.5M$1.8M+$336.0K2026-10-13
McNaughton Wealth Management, LLC
INCREASED16,82713,472+3,355+25%$1.4M$1.7M+$294.3K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED15,87015,449+421+3%$1.6M$1.6M-$3392026-10-14
Daymark Wealth Partners, LLC
DECREASED15,57026,829-11,259-42%$2.7M$1.5M-$1.2M2026-11-04
King Luther Capital Management Corp
INCREASED15,18810,790+4,398+41%$1.1M$1.5M+$404.4K2026-11-05
Integrity Investment Advisors, LLC
DECREASED14,97115,363-392-3%$1.6M$1.5M-$80.3K2026-11-03
Allodium Investment Consultants, LLC
INCREASED14,86214,348+514+4%$1.5M$1.5M+$11.8K2026-10-14
Provenance Wealth Advisors, LLC
NEW14,665—+14,665——$1.4M—2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED14,3439,540+4,803+50%$967.0K$1.4K-$965.6K2026-11-02
Capital Advisors Wealth Management, LLC
NEW14,326—+14,326——$1.4M—2026-10-09
Sound Portfolio Advisors, LLC
INCREASED14,01212,872+1,140+9%$1.3M$1.4M+$77.5K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED13,85911,956+1,903+16%$1.2M$1.4M+$155.2K2026-10-26
Valeo Financial Advisors, LLC
NEW12,290—+12,290——$1.2M—2026-10-08
SwitchPoint Financial Planning, LLC
DECREASED12,27812,346-68-1%$1.3M$1.2M-$40.2K2026-11-02
Signal Advisors Wealth, LLC
UNCHANGED11,88811,88800%$1.2M$1.2M-$32.2K2026-10-13
Elser Financial Planning, Inc
INCREASED11,7275,618+6,109+109%$569.2K$1.2M+$587.1K2026-10-16
Alhambra Investment Management LLC
UNCHANGED11,70011,70000%$1.2M$1.2M-$31.7K2026-10-15
Whitegate Investment Counselors, Inc.
DECREASED11,27012,330-1,060-9%$1.2M$1.1M-$137.9K2026-11-02
Allworth Financial LP
UNCHANGED10,88610,88600%$1.1M$1.1M$02026-11-06
Congress Park Capital LLC
UNCHANGED10,00010,00000%$1.0M$986.0K-$27.1K2026-10-13
Thrive Wealth Management, LLC
INCREASED9,5407,493+2,047+27%$759.1K$940.7K+$181.6K2026-10-13
Creative Planning
NEW9,476—+9,476——$934.3K—2026-11-02
Three Arch Wealth Management LLC
INCREASED8,8708,769+101+1%$888.4K$874.6K-$13.8K2026-10-20
Lighthouse Financial LLC
NEW8,610—+8,610——$848.9K—2026-10-23
Valen Private Capital, LLC
NEW8,413—+8,413——$829.5K—2026-10-23
Stone Loft Wealth Management LLC
INCREASED8,2568,221+35+0%$830.4K$814.0K-$16.4K2026-11-03
HUB Investment Partners, LLC
DECREASED8,16924,367-16,198-66%$2.5M$805.5K-$1.7M2026-11-03
Concurrent Investment Advisors, LLC
UNCHANGED8,1378,13700%$824.4K$802.3K-$22.1K2026-10-16
Integrity Advisory Solutions, LLC
UNCHANGED7,9137,91300%$801.7K$780.2K-$21.4K2026-10-29
Willow Creek Wealth Management Inc.
DECREASED7,6747,929-255-3%$803.3K$756.7K-$46.6K2026-10-26
R2 Capital Strategies, LLC
INCREASED7,5806,155+1,425+23%$623.6K$747.4K+$123.8K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED7,5306,969+561+8%$706.0K$742.5K+$36.4K2026-10-08
WealthSpring Partners, LLC
INCREASED7,2237,215+8+0%$730.9K$712.2K-$18.8K2026-10-14
Vise Technologies, Inc.
NEW7,113—+7,113——$701.3K—2026-10-29
Roan Capital Partners
DECREASED7,1117,332-221-3%$742.8K$701.1K-$41.7K2026-10-09
Root Financial Partners, LLC
NEW7,095—+7,095——$699.6K—2026-10-21
Donalies Financial Planning, LLC
INCREASED6,9485,439+1,509+28%$551.0K$685.0K+$134.0K2026-10-19
EnRich Financial Partners LLC
DECREASED6,8256,826-10%$691.5K$672.9K-$18.6K2026-10-21
Mccarter Private Wealth Services LLC
UNCHANGED6,8106,81000%$689.9K$671.5K-$18.5K2026-10-22
Manuka Financial, LLC
DECREASED6,7697,018-249-4%$711.0K$667.4K-$43.6K2026-10-16
RCS Financial Planning, LLC
UNCHANGED6,6566,65600%$674.3K$656.3K-$18.0K2026-10-14
Creative Financial Designs Inc
INCREASED6,3264,215+2,111+50%$427.0K$623.7K+$196.7K2026-11-04
Hurlow Wealth Management Group, Inc.
INCREASED6,2385,983+255+4%$606.1K$615.1K+$8.9K2026-10-29
Diversified Trust Co
INCREASED6,0003,429+2,571+75%$347.4K$591.6K+$244.2K2026-11-06
Symmetry Partners, LLC
INCREASED5,9775,725+252+4%$580.0K$589.3K+$9.3K2026-10-27
Glass Jacobson Investment Advisors llc
NEW5,965—+5,965——$588.1K—2026-10-26
CoreCap Advisors, LLC
UNCHANGED5,9085,90800%$598.5K$582.5K-$16.0K2026-10-08
First Heartland Consultants, Inc.
INCREASED5,6415,007+634+13%$507.3K$556.2K+$48.9K2026-10-08
Hughes Financial Services, LLC
DECREASED5,43381,423-75,990-93%$8.2M$545.9K-$7.7M2026-10-30
Montis Financial, LLC
UNCHANGED5,3145,31400%$538.4K$524.0K-$14.4K2026-11-04
VestGen Advisors, LLC
INCREASED5,2745,272+2+0%$534.1K$520.0K-$14.1K2026-10-27
L.K. Benson & Company, P.C.
INCREASED5,2065,183+23+0%$525.0K$513.3K-$11.7K2026-10-23
Independent Financial Group, LLC
INCREASED5,2044,371+833+19%$442.8K$513.1K+$70.3K2026-10-13
Aspiriant, LLC
NEW5,159—+5,159——$508.7K—2026-10-16
Quantum Financial Planning Services, Inc.
UNCHANGED5,0795,07900%$514.6K$500.8K-$13.8K2026-10-14
Piscataqua Savings Bank
UNCHANGED5,0005,00000%$506.6K$493.0K-$13.6K2026-10-21
Arbor Investment Advisors, LLC
DECREASED4,9166,644-1,728-26%$673.1K$484.7K-$188.4K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED4,8975,937-1,040-18%$601.5K$482.8K-$118.7K2026-11-04
Rudd Co d/b/a Styre Wealth
NEW4,848—+4,848——$482.4K—2026-10-29
Kestra Private Wealth Services, LLC
INCREASED4,6864,309+377+9%$436.5K$462.0K+$25.5K2026-11-06
Gutierrez Wealth Advisory, LLC
DECREASED4,5758,384-3,809-45%$849.4K$451.1K-$398.3K2026-11-02
Burk Holdings LLC
INCREASED4,4653,761+704+19%$381.0K$440.2K+$59.2K2026-11-05
SigFig Wealth Management, LLC
DECREASED4,2304,319-89-2%$437.5K$417.1K-$20.4K2026-10-07
Private Advisory Group LLC
NEW4,206—+4,206——$414.7K—2026-11-06
Stone Summit Wealth LLC
DECREASED4,1935,276-1,083-21%$534.5K$413.5K-$121.1K2026-10-14
Pillar Financial Advisors, LLC
DECREASED4,1839,315-5,132-55%$943.7K$412.4K-$531.3K2026-10-21
First Interstate Bank
NEW4,090—+4,090——$403.3K—2026-10-23
Directional Asset Management
DECREASED4,0794,223-144-3%$427.8K$402.2K-$25.6K2026-10-22
Greenspring Advisors, LLC
NEW3,987—+3,987——$393.1K—2026-11-05
Life Planning Partners, Inc
INCREASED3,9872,000+1,987+99%$202.6K$393.1K+$190.5K2026-10-28
Wedbush Securities Inc
INCREASED3,9751,975+2,000+101%$200.0K$392-$199.6K2026-10-22
PDS Planning, Inc
INCREASED3,9652,400+1,565+65%$243.2K$390.9K+$147.8K2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED3,7843,78400%$382.8K$382.0K-$7972026-10-20
Tandemgrowth Financial Advisors LLC
NEW3,745—+3,745——$369.3K—2026-11-05
Level Financial Advisors
INCREASED3,6932,292+1,401+61%$232.2K$364.1K+$131.9K2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED3,6783,67800%$372.6K$362.7K-$10.0K2026-11-04
Lake Hills Wealth Management, LLC
DECREASED3,6724,072-400-10%$412.5K$362.1K-$50.5K2026-10-07
Krane Financial Solutions LLC
NEW3,671—+3,671——$362.0K—2026-10-30
RFG Advisory, LLC
NEW3,656—+3,656——$360.5K—2026-11-03
Tcfg Investment Advisors, LLC
UNCHANGED3,6563,65600%$370.4K$360.5K-$9.9K2026-10-20
MCF Advisors LLC
INCREASED3,4332,560+873+34%$259.4K$338.5K+$79.1K2026-10-28
Worth Asset Management, LLC
DECREASED3,4053,497-92-3%$354.3K$335.7K-$18.6K2026-10-07
Integrated Advisors Network LLC
DECREASED3,2863,704-418-11%$375.3K$324.0K-$51.3K2026-10-20
Members Wealth LLC
NEW3,126—+3,126——$308.1K—2026-10-20
Brighton Jones LLC
DECREASED3,0483,172-124-4%$321.4K$300.5K-$20.8K2026-11-03
Trellis Wealth Advisors LLC
UNCHANGED2,9842,98400%$302.3K$294.2K-$8.1K2026-10-19
Heartwood Wealth Advisors LLC
UNCHANGED2,9802,98000%$301.9K$293.8K-$8.1K2026-10-05
Valmark Advisers, Inc.
INCREASED2,6672,295+372+16%$232.5K$263.0K+$30.5K2026-11-06
Burney Co/
DECREASED2,6659,759-7,094-73%$988.7K$262.8K-$725.9K2026-10-15
Signature Equity Partners, LLC
INCREASED2,643850+1,793+211%$86.1K$260.6K+$174.5K2026-10-29
Elevatus Welath Management
INCREASED2,6292,442+187+8%$247.4K$259.3K+$11.8K2026-10-19
BOS Asset Management, LLC
INCREASED2,5452,509+36+1%$254.2K$250.9K-$3.3K2026-10-09
180 Wealth Advisors, LLC
UNCHANGED2,5002,50000%$253.3K$246.5K-$6.8K2026-11-03
North Star Investment Management Corp.
UNCHANGED2,4602,46000%$249.2K$242.6K-$6.7K2026-10-27
Lodestone Wealth Management LLC
UNCHANGED2,4502,45000%$248.2K$241.6K-$6.6K2026-10-14
Amicus Financial Advisors, LLC
UNCHANGED2,4392,43900%$247.1K$240.5K-$6.6K2026-11-03
Retirement Planning Group, LLC
UNCHANGED2,3772,37700%$240.8K$234.4K-$6.4K2026-10-19
Washington Trust Advisors, Inc.
INCREASED2,3632,347+16+1%$237.8K$233.0K-$4.8K2026-10-22
Fortis Group Advisors, LLC
DECREASED2,3532,393-40-2%$242.4K$236.7K-$5.7K2026-11-06
Cassilly Financial Group LLC
NEW2,296—+2,296——$226.4K—2026-10-07
Acumen Wealth Advisors, LLC
DECREASED2,2733,460-1,187-34%$350.5K$224.1K-$126.4K2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED2,2492,24900%$227.8K$221.8K-$6.1K2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED2,1182,213-95-4%$224.2K$208.8K-$15.4K2026-10-13
Perigon Wealth Management, LLC
INCREASED2,1112,012+99+5%$203.8K$208.1K+$4.3K2026-10-22
Triumph Capital Management
INCREASED2,0751,490+585+39%$151.0K$204.6K+$53.6K2026-10-14
Ballast Rock Private Wealth LLC
DECREASED2,03510,908-8,873-81%$1.1M$200.7K-$904.4K2026-10-26
Choreo, LLC
NEW2,034—+2,034——$200.6K—2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED1,9761,97600%$200.2K$194.8K-$5.4K2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,9701,97000%$199.6K$194.2K-$5.3K2026-10-07
3 Factor Indexing, LLC
UNCHANGED1,8681,86800%$189.2K$184.2K-$5.1K2026-10-15
Westside Investment Management, Inc.
INCREASED1,7501,500+250+17%$152.0K$172.6K+$20.6K2026-11-02
American National Bank & Trust
INCREASED1,4751,268+207+16%$128.5K$145.4K+$17.0K2026-10-07
Capital Investment Advisory Services, LLC
NEW1,262—+1,262——$124.0K—2026-10-30
Fifth Third Bancorp
NEW1,200—+1,200——$118.3K—2026-11-05
Rossby Financial, LCC
INCREASED1,114780+334+43%$79.0K$109.8K+$30.8K2026-11-05
Jacobi Capital Management LLC
NEW1,076—+1,076——$106.1K—2026-11-05
Birchwood Financial Partners, Inc.
INCREASED875800+75+9%$81.0K$86.3K+$5.2K2026-11-02
Armstrong Advisory Group, Inc
NEW808—+808——$79.7K—2026-10-09
Nfsg Corp
NEW742—+742——$73.2K—2026-10-15
Financial Management Professionals, Inc.
UNCHANGED70070000%$70.9K$69.0K-$1.9K2026-10-23
Planning Strategies Inc.
UNCHANGED54854800%$55.5K$54.0K-$1.5K2026-10-02
Ascentis Independent Advisors
NEW513—+513——$50.6K—2026-11-03
Ashton Thomas Securities, LLC
NEW493—+493——$48.6K—2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED37737700%$38.2K$37.2K-$1.0K2026-10-20
IFP Advisors, Inc
INCREASED263261+2+1%$26.4K$25.9K-$5102026-10-16
NBH Bank
INCREASED209152+57+38%$15.4K$20.6K+$5.2K2026-11-05
Fiduciary Advisors, Inc.
INCREASED192191+1+1%$19.4K$19.0K-$3952026-10-16
Latitude Advisors, LLC
NEW126—+126——$12.4K—2026-10-27
Oakworth Capital, Inc.
UNCHANGED323200%$3.2K$3.2K-$812026-10-26
Lanark Financial, Inc.
NEW20—+20——$2.0K—2026-10-26
Sunesis Advisors, LLC
CLOSED018,511-18,511-100%$1.9M$0-$1.9M2026-10-26
Garner Asset Management Corp
CLOSED03,200-3,200-100%$324.2K$0-$324.2K2026-10-30
Verum Partners LLC
CLOSED02,472-2,472-100%$250.5K$0-$250.5K2026-10-21
Pennsylvania Capital Management Inc
CLOSED02,104-2,104-100%$213.2K$0-$213.2K2026-11-05
Portland Financial Advisors Inc
CLOSED02,017-2,017-100%$204.3K$0-$204.3K2026-10-26
Meridian Wealth Management, LLC
CLOSED02,000-2,000-100%$202.6K$0-$202.6K2026-11-05
Atlatl Advisers LLC
CLOSED0887-887-100%$89.9K$0-$89.9K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED0543-543-100%$55.0K$0-$55.0K2026-10-26
Eastern Bank
CLOSED0500-500-100%$50.7K$0-$50.7K2026-10-05
AdvisorNet Financial, Inc
CLOSED0300-300-100%$30.4K$0-$30.4K2026-10-15
Assetmark, Inc
CLOSED049-49-100%$5.0K$0-$5.0K2026-10-21
Parallel Advisors, LLC
CLOSED028-28-100%$2.8K$0-$2.8K2026-11-03
Mercer Global Advisors Inc
N/A—1,254,555-1,254,555-100%$127.1M———
Wescott Financial Advisory Group, LLC
N/A—739,648-739,648-100%$74.9M———
Bank of America Corp
N/A—409,264-409,264-100%$41.5M———
Tiaa Wealth Investment Management LLC
N/A—234,984-234,984-100%$23.8M———
Seeds Investor LLC
N/A—198,242-198,242-100%$20.1M———
Wells Fargo & Company
N/A—189,383-189,383-100%$19.2M———
Raymond James Financial Inc
N/A—168,178-168,178-100%$17.0M———
Goldman Sachs Group Inc
N/A—157,546-157,546-100%$16.0M———
Cetera Investment Advisers
N/A—120,115-120,115-100%$12.2M———
Morgan Stanley
N/A—101,975-101,975-100%$10.3M———
Envestnet Asset Management Inc
N/A—100,525-100,525-100%$10.2M———
Northwestern Mutual Wealth Management Co
N/A—99,216-99,216-100%$10.1M———
Hall Capital Management Co Inc
N/A—95,531-95,531-100%$9.7M———
Beaird Harris Wealth Management, LLC
N/A—94,970-94,970-100%$9.6M———
Jones Financial Companies Lllp
N/A—94,954-94,954-100%$9.6M———
Stonebridge Capital Advisors LLC
N/A—94,224-94,224-100%$9.5M———
Beacon Pointe Advisors, LLC
N/A—88,991-88,991-100%$9.0M———
Focus Partners Advisor Solutions, LLC
N/A—76,988-76,988-100%$7.8M———
Osaic Holdings, Inc.
N/A—66,517-66,517-100%$6.7M———
Mayport, LLC
N/A—63,855-63,855-100%$6.5M———
UBS Group AG
N/A—62,184-62,184-100%$6.3M———
Haverford Trust Co
N/A—61,563-61,563-100%$6.2M———
Royal Bank of Canada
N/A—51,351-51,351-100%$5.2M———
Topsail Wealth Management, LLC
N/A—51,216-51,216-100%$5.2M———
Dakota Wealth Management
N/A—41,779-41,779-100%$4.2M———
Financial Engines Advisors L.L.C.
N/A—40,760-40,760-100%$4.1M———
Sanchez Levi Garrett
N/A—40,227-40,227-100%$4.1M———
Mariner, LLC
N/A—39,496-39,496-100%$4.0M———
NewEdge Advisors, LLC
N/A—34,423-34,423-100%$3.5M———
Karpus Management, Inc.
N/A—34,250-34,250-100%$3.5M———
HighTower Advisors, LLC
N/A—33,111-33,111-100%$3.4M———
Elequin Capital, LP
N/A—31,278-31,278-100%$3.2M———
Callan Family Office, LLC
N/A—30,945-30,945-100%$3.1M———
Ausdal Financial Partners, Inc.
N/A—26,087-26,087-100%$2.6M———
Eaton-Cambridge Inc.
N/A—25,374-25,374-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—24,896-24,896-100%$2.5M———
MML Investors Services, LLC
N/A—24,369-24,369-100%$2.5M———
Choate Investment Advisors
N/A—22,386-22,386-100%$2.3M———
Bluespring Wealth Management, LLC
N/A—21,901-21,901-100%$2.2M———
Stifel Financial Corp
N/A—20,328-20,328-100%$2.1M———
Jacobson & Schmitt Advisors, LLC
N/A—19,901-19,901-100%$2.0M———
Stephens Inc
N/A—19,725-19,725-100%$2.0M———
IF Advisors, LLC
N/A—19,400-19,400-100%$2.0M———
Passive Capital Management, Llc.
N/A—18,639-18,639-100%$1.9M———
MB Generational Wealth, LLC
N/A—18,380-18,380-100%$1.9M———
Private Advisor Group, LLC
N/A—17,504-17,504-100%$1.8M———
Arax Advisory Partners
N/A—16,786-16,786-100%$1.7M———
Brown Advisory Inc
N/A—16,146-16,146-100%$1.6M———
AQR Capital Management LLC
N/A—14,724-14,724-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—14,042-14,042-100%$1.4M———
Waverly Advisors, LLC
N/A—13,293-13,293-100%$1.3M———
URS Advisory LLC
N/A—13,213-13,213-100%$1.3M———
Tribridge Partners Financial LLC
N/A—12,856-12,856-100%$1.3M———
Cardiff Park Advisors, LLC
N/A—12,835-12,835-100%$1.3M———
Per Stirling Capital Management, Llc.
N/A—12,072-12,072-100%$1.2M———
Pathstone Holdings, LLC
N/A—12,011-12,011-100%$1.2M———
Janney Montgomery Scott LLC
N/A—10,765-10,765-100%$1.1M———
Mutual Advisors, LLC
N/A—10,715-10,715-100%$1.1M———
JPMorgan Chase & Co
N/A—10,175-10,175-100%$1.0M———
Planning Center, Inc.
N/A—10,169-10,169-100%$1.0M———
Quantinno Capital Management LP
N/A—9,438-9,438-100%$956.2K———
Blair William & Co
N/A—9,407-9,407-100%$953.0K———
Capital Group Private Client Services, Inc.
N/A—9,389-9,389-100%$951.2K———
Zhang Financial LLC
N/A—9,365-9,365-100%$948.8K———
Rothschild Wealth LLC
N/A—9,357-9,357-100%$948.0K———
CVA Family Office, LLC
N/A—8,955-8,955-100%$907.2K———
Savvy Advisors, Inc.
N/A—8,902-8,902-100%$901.9K———
Bridgewealth Advisory Group, LLC
N/A—8,722-8,722-100%$883.6K———
Fortune Financial Advisors, LLC
N/A—8,239-8,239-100%$834.7K———
L2 Asset Management, LLC
N/A—8,167-8,167-100%$827.4K———
Equitable Holdings, Inc.
N/A—7,965-7,965-100%$806.9K———
Headinvest, LLC
N/A—7,934-7,934-100%$803.8K———
Rockbridge Investment Management, LCC
N/A—7,062-7,062-100%$715.5K———
Focus Partners Wealth
N/A—7,013-7,013-100%$710.6K———
Bridgewater Advisors Inc.
N/A—6,797-6,797-100%$682.7K———
Envestnet Portfolio Solutions, Inc.
N/A—6,783-6,783-100%$687.2K———
Betterment LLC
N/A—6,719-6,719-100%$681.0K———
Valley Financial Group, Inc.
N/A—6,525-6,525-100%$661.0K———
Integrity Wealth Solutions LLC
N/A—6,313-6,313-100%$639.6K———
Harbour Investments, Inc.
N/A—6,261-6,261-100%$634.3K———
Main Street Financial Solutions, LLC
N/A—6,194-6,194-100%$627.5K———
Cornerstone Financial Management LLC
N/A—5,922-5,922-100%$600.0K———
Baird Financial Group, Inc.
N/A—5,913-5,913-100%$599.0K———
&partners
N/A—5,635-5,635-100%$570.9K———
Eldridge Investment Advisors, Inc.
N/A—5,479-5,479-100%$553.8K———
Schiavi & Co LLC
N/A—5,468-5,468-100%$554.0K———
Crews Bank & Trust
N/A—5,450-5,450-100%$552.1K———
TAGStone Capital, Inc.
N/A—5,443-5,443-100%$551.4K———
Alesco Advisors, LLC, An ESL Co
N/A—5,435-5,435-100%$550.6K———
Rehmann Capital Advisory Group
N/A—5,297-5,297-100%$536.7K———
Sanctuary Advisors, LLC
N/A—5,214-5,214-100%$528.2K———
Composition Wealth, LLC
N/A—4,946-4,946-100%$501.1K———
Flow Traders U.S. LLC
N/A—4,898-4,898-100%$496.0K———
CreativeOne Wealth, LLC
N/A—4,784-4,784-100%$484.7K———
Cerity Partners LLC
N/A—4,677-4,677-100%$473.9K———
Modern Wealth Management, LLC
N/A—4,561-4,561-100%$462.1K———
Brand Asset Management Group, Inc.
N/A—4,344-4,344-100%$440.1K———
Essex Financial Services, Inc.
N/A—4,330-4,330-100%$438.7K———
Financial Plan, Inc.
N/A—3,778-3,778-100%$382.7K———
Oxbow Advisors, LLC
N/A—3,680-3,680-100%$372.8K———
Summit Financial, LLC
N/A—3,667-3,667-100%$371.5K———
Sequoia Financial Advisors, LLC
N/A—3,549-3,549-100%$359.6K———
Compass Advisory Group LLC
N/A—3,471-3,471-100%$351.6K———
Whittier Trust Co of Nevada Inc
N/A—3,370-3,370-100%$340.8K———
Magnolia Private Wealth, LLC
N/A—3,227-3,227-100%$326.9K———
Global Retirement Partners, LLC
N/A—3,135-3,135-100%$317.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,050-3,050-100%$309.0K———
HRT Financial LP
N/A—3,019-3,019-100%$305.0K———
Midwestern Financial, LLC
N/A—3,006-3,006-100%$304.6K———
Rockefeller Capital Management L.P.
N/A—3,000-3,000-100%$303.9K———
Pasadena Private Wealth, LLC
N/A—2,662-2,662-100%$269.7K———
Compass Capital Corp
N/A—2,645-2,645-100%$266.8K———
Delos Wealth Advisors, LLC
N/A—2,533-2,533-100%$256.6K———
Argent Trust Co
N/A—2,500-2,500-100%$253.3K———
Core Wealth Advisors, Inc.
N/A—2,474-2,474-100%$250.6K———
IFG Advisory, LLC
N/A—2,425-2,425-100%$245.7K———
Moneta Group Investment Advisors LLC
N/A—2,410-2,410-100%$244.1K———
SCS Capital Management LLC
N/A—2,368-2,368-100%$239.9K———
Fiduciary Trust Co
N/A—2,325-2,325-100%$235.5K———
Boston Family Office LLC
N/A—2,250-2,250-100%$228.0K———
Sequent Planning LLC
N/A—2,241-2,241-100%$227.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,226-2,226-100%$225.5K———
Advisory Services Network, LLC
N/A—2,093-2,093-100%$212.0K———
Stratos Wealth Partners, Ltd.
N/A—2,080-2,080-100%$210.7K———
Independent Advisor Alliance
N/A—2,036-2,036-100%$206.3K———
Mason Investment Advisory Services, Inc.
N/A—2,032-2,032-100%$205.9K———
Graney & King, LLC
N/A—1,786-1,786-100%$177.8K———
Strategic Investment Solutions, Inc.
N/A—1,472-1,472-100%$149.1K———
FMR LLC
N/A—1,451-1,451-100%$147.0K———
Rothschild Investment LLC
N/A—1,250-1,250-100%$126.6K———
AE Wealth Management LLC
N/A—1,152-1,152-100%$116.7K———
Aptus Capital Advisors, LLC
N/A—1,101-1,101-100%$111.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—602-602-100%$61.0K———
BFC Planning, Inc.
N/A—602-602-100%$61.0K———
C M Bidwell & Associates LTD
N/A—595-595-100%$60.3K———
Gould Capital, LLC
N/A—500-500-100%$50.7K———
Nepc LLC
N/A—261-261-100%$26.4K———
Steward Partners Investment Advisory, LLC
N/A—200-200-100%$20.3K———
Raffa Wealth Management, LLC
N/A—167-167-100%$16.9K———
LRI Investments, LLC
N/A—36-36-100%$3.6K———
Tiaa Trust, National Association
N/A—31-31-100%$3.1K———
Vanguard Advisers Inc
N/A—4-4-100%$436———
Showing 339 of 339 institutions