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Vanguard INT DIV APP Indx FD (VIGI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
DECREASED
Shares2,071,575 from 2,255,097
Change-183,522 (-8%)
Value$195.6M (-$15.0M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares1,041,823 from 1,034,548
Change+7,275 (+1%)
Value$98.4M (+$1.8M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares982,859 from 1,002,671
Change-19,812 (-2%)
Value$92.8M (-$828.0K)
Filed 2026-11-05
Capital Advantage, Inc.
DECREASED
Shares429,793 from 431,472
Change-1,679 (0%)
Value$40.6M (+$290.2K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares388,474 from 415,574
Change-27,100 (-7%)
Value$36.7M (-$2.1M)
Filed 2026-11-02
Weatherly Asset Management L. P.
INCREASED
Shares297,336 from 291,140
Change+6,196 (+2%)
Value$28.1M (+$887.8K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares296,910 from 308,892
Change-11,982 (-4%)
Value$28.0M (-$810.1K)
Filed 2026-10-28
Ackerman Capital Advisors, LLC
DECREASED
Shares278,593 from 280,585
Change-1,992 (-1%)
Value$26.3M (+$103.7K)
Filed 2026-10-30
Resonant Capital Advisors, LLC
DECREASED
Shares267,713 from 267,741
Change-28 (0%)
Value$25.3M (+$275.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares262,580 from 247,488
Change+15,092 (+6%)
Value$24.4M (+$1.1M)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares234,944 from 233,837
Change+1,107 (+0%)
Value$22.2M (+$347.7K)
Filed 2026-10-30
GEN Financial Management, Inc.
INCREASED
Shares205,678 from 203,882
Change+1,796 (+1%)
Value$19.4M (+$381.5K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares198,131 from 193,578
Change+4,553 (+2%)
Value$18.7M (+$631.2K)
Filed 2026-11-03
Howard Financial Services, Ltd.
INCREASED
Shares193,953 from 193,232
Change+721 (+0%)
Value$18.3M (+$269.0K)
Filed 2026-10-15
Eastern Bank
DECREASED
Shares186,845 from 189,602
Change-2,757 (-1%)
Value$17.6M (-$63.1K)
Filed 2026-10-05
Compass Financial Group, Inc
DECREASED
Shares182,164 from 208,540
Change-26,376 (-13%)
Value$17.2M (-$2.3M)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares175,192 from 96,027
Change+79,165 (+82%)
Value$16.5M (+$7.6M)
Filed 2026-10-21
Baxter Bros Inc
INCREASED
Shares152,945 from 129,664
Change+23,281 (+18%)
Value$14.4M (+$2.3M)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
INCREASED
Shares138,185 from 136,583
Change+1,602 (+1%)
Value$13.0M (+$293.3K)
Filed 2026-10-13
Human Investing LLC
DECREASED
Shares132,366 from 133,882
Change-1,516 (-1%)
Value$12.5M (-$4.0K)
Filed 2026-10-19
Silver Lake Advisory, LLC
DECREASED
Shares125,053 from 125,809
Change-756 (-1%)
Value$11.8M (+$59.4K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares122,111 from 117,873
Change+4,238 (+4%)
Value$11.5M (+$522.7K)
Filed 2026-11-02
Revisor Wealth Management LLC
INCREASED
Shares120,260 from 119,706
Change+554 (+0%)
Value$11.6M (+$458.8K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares119,899 from 118,373
Change+1,526 (+1%)
Value$11.3M (+$267.2K)
Filed 2026-11-04
Wedmont Private Capital
DECREASED
Shares108,634 from 113,919
Change-5,285 (-5%)
Value$10.2M (-$613.6K)
Filed 2026-10-09
RTD Financial Advisors, Inc.
DECREASED
Shares106,542 from 106,984
Change-442 (0%)
Value$10.1M (+$69.5K)
Filed 2026-10-09
Tilia Fiduciary Partners, Inc.
DECREASED
Shares106,532 from 119,232
Change-12,700 (-11%)
Value$10.1M (-$1.1M)
Filed 2026-10-09
Collective Family Office LLC
INCREASED
Shares106,142 from 103,750
Change+2,392 (+2%)
Value$10.0M (+$333.8K)
Filed 2026-10-05
Financial Perspectives, Inc
DECREASED
Shares103,928 from 109,719
Change-5,791 (-5%)
Value$9.8M (-$432.8K)
Filed 2026-11-03
Landmark Wealth Management, LLC
DECREASED
Shares103,089 from 129,206
Change-26,117 (-20%)
Value$9.7M (-$2.3M)
Filed 2026-11-03
Dagco, Inc.
DECREASED
Shares102,947 from 125,877
Change-22,930 (-18%)
Value$9.7M (-$2.0M)
Filed 2026-10-20
Madson Wealth Advisors Inc
DECREASED
Shares94,477 from 96,283
Change-1,806 (-2%)
Value$8.9M (-$70.4K)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares94,379 from 91,777
Change+2,602 (+3%)
Value$8.9M (+$341.1K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares92,674 from 109,130
Change-16,456 (-15%)
Value$8.8M (-$1.4M)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares91,412 from 93,350
Change-1,938 (-2%)
Value$8.6M (-$85.9K)
Filed 2026-10-28
Montecito Bank & Trust
DECREASED
Shares87,035 from 87,383
Change-348 (0%)
Value$8.2M (+$58.0K)
Filed 2026-10-01
Ariston Services Group
UNCHANGED
Shares85,423 from 85,423
Change0 (0%)
Value$8.1M (+$88.8K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares84,395 from 83,234
Change+1,161 (+1%)
Value$8.0M (+$196.2K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares83,849 from 81,254
Change+2,595 (+3%)
Value$7.9M (+$184.8K)
Filed 2026-10-19
180 Wealth Advisors, LLC
INCREASED
Shares82,557 from 79,453
Change+3,104 (+4%)
Value$7.8M (+$375.7K)
Filed 2026-11-03
Keystone Financial Group, Inc.
DECREASED
Shares81,822 from 105,057
Change-23,235 (-22%)
Value$7.7M (-$2.1M)
Filed 2026-10-13
Jnba Financial Advisors
DECREASED
Shares81,821 from 85,265
Change-3,444 (-4%)
Value$7.7M (-$236.5K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares81,515 from 81,365
Change+150 (+0%)
Value$7.7M (+$98.8K)
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares81,057 from 79,461
Change+1,596 (+2%)
Value$7.7M (+$233.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares81,012 from 78,208
Change+2,804 (+4%)
Value$7.6K (-$7.3M)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares80,530 from 79,916
Change+614 (+1%)
Value$7.6M (+$141.1K)
Filed 2026-11-02
Werba Rubin Papier Wealth Management
INCREASED
Shares79,159 from 77,823
Change+1,336 (+2%)
Value$7.5M (+$207.1K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares78,235 from 77,310
Change+925 (+1%)
Value$7.3M (+$86.4K)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares77,804 from 111,788
Change-33,984 (-30%)
Value$7.3M (-$3.1M)
Filed 2026-11-09
PFG Advisors
INCREASED
Shares72,379 from 67,975
Change+4,404 (+6%)
Value$6.8M (+$486.5K)
Filed 2026-10-16
IFG Advisory, LLC
INCREASED
Shares71,436 from 70,903
Change+533 (+1%)
Value$6.7M (+$124.0K)
Filed 2026-11-09
Apella Capital, LLC
DECREASED
Shares70,640 from 73,105
Change-2,465 (-3%)
Value$6.6M (-$347.9K)
Filed 2026-10-08
Tanglewood Wealth Management, Inc.
DECREASED
Shares68,846 from 68,858
Change-12 (0%)
Value$6.5M (+$70.5K)
Filed 2026-10-23
Leavell Investment Management, Inc.
DECREASED
Shares66,857 from 69,338
Change-2,481 (-4%)
Value$6.3M (-$162.1K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
INCREASED
Shares66,644 from 58,753
Change+7,891 (+13%)
Value$6.3M (+$806.1K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares65,273 from 65,659
Change-386 (-1%)
Value$6.2M (+$31.9K)
Filed 2026-11-04
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares62,723 from 86,451
Change-23,728 (-27%)
Value$5.9M (-$2.2M)
Filed 2026-10-28
Lodestar Private Asset Management LLC
INCREASED
Shares62,174 from 30,655
Change+31,519 (+103%)
Value$5.9M (+$3.0M)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares62,131 from 60,669
Change+1,462 (+2%)
Value$5.9M (+$201.1K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares61,938 from 60,858
Change+1,080 (+2%)
Value$5.8M (+$165.2K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
DECREASED
Shares59,894 from 60,181
Change-287 (0%)
Value$5.7M (+$35.5K)
Filed 2026-10-26
PDS Planning, Inc
DECREASED
Shares59,580 from 60,684
Change-1,104 (-2%)
Value$5.6M (-$41.2K)
Filed 2026-11-03
Advisors Preferred, LLC
INCREASED
Shares57,984 from 35,698
Change+22,286 (+62%)
Value$54.8M (+$51.4M)
Filed 2026-11-09
Sweeney & Michel, LLC
DECREASED
Shares57,460 from 59,360
Change-1,900 (-3%)
Value$5.4M (-$486.8K)
Filed 2026-10-16
Opus Financial Solutions LLC
DECREASED
Shares57,229 from 61,793
Change-4,564 (-7%)
Value$5.4M (-$366.7K)
Filed 2026-11-06
Studio Investment Management LLC
DECREASED
Shares56,617 from 59,718
Change-3,101 (-5%)
Value$5.3M (-$230.7K)
Filed 2026-10-22
Princeton Global Asset Management LLC
INCREASED
Shares54,761 from 54,115
Change+646 (+1%)
Value$5.2M (+$117.3K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares52,200 from 49,274
Change+2,926 (+6%)
Value$4.9M (+$327.5K)
Filed 2026-10-29
American Financial & TAX Strategies Inc
INCREASED
Shares50,042 from 49,849
Change+193 (+0%)
Value$4.7M (+$70.1K)
Filed 2026-10-16
Frederick Financial Consultants, LLC
INCREASED
Shares49,564 from 44,277
Change+5,287 (+12%)
Value$4.7M (+$545.3K)
Filed 2026-10-29
MCF Advisors LLC
DECREASED
Shares48,548 from 55,829
Change-7,281 (-13%)
Value$4.6M (-$629.4K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares48,356 from 46,305
Change+2,051 (+4%)
Value$4.6M (+$241.8K)
Filed 2026-11-02
Beacon Financial Planning, Inc
DECREASED
Shares44,037 from 46,515
Change-2,478 (-5%)
Value$4.2M (-$185.7K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares43,503 from 38,924
Change+4,579 (+12%)
Value$4.1M (+$472.8K)
Filed 2026-10-23
Investment Partners, Ltd.
INCREASED
Shares42,526 from 21,263
Change+21,263 (+100%)
Value$4.0M (+$2.0M)
Filed 2026-10-29
Sovran Advisors, LLC
DECREASED
Shares41,675 from 43,707
Change-2,032 (-5%)
Value$4.1M (-$128.5K)
Filed 2026-11-02
Red Mountain Financial, LLC
INCREASED
Shares39,825 from 39,428
Change+397 (+1%)
Value$3.8M (+$78.5K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares38,632 from 43,872
Change-5,240 (-12%)
Value$3.6M (-$449.1K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares37,431 from 37,508
Change-77 (0%)
Value$3.5M (+$31.7K)
Filed 2026-11-03
Greg Jennings, LLC
NEW
Shares37,068
Change+37,068
Value$3.5M
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares36,517 from 35,945
Change+572 (+2%)
Value$3.4M (+$91.3K)
Filed 2026-10-22
Family Investment Center, Inc.
DECREASED
Shares35,211 from 35,744
Change-533 (-1%)
Value$3.3M (-$13.1K)
Filed 2026-10-19
Whipplewood Advisors, LLC
INCREASED
Shares34,848 from 33,159
Change+1,689 (+5%)
Value$3.3M (+$194.0K)
Filed 2026-10-20
LifeGoal Investments, LLC
INCREASED
Shares33,711 from 31,654
Change+2,057 (+7%)
Value$3.2M (+$227.2K)
Filed 2026-10-09
Infinity Wealth Counsel, LLC
INCREASED
Shares33,630 from 32,907
Change+723 (+2%)
Value$3.2M (+$102.5K)
Filed 2026-10-15
Johnson & White Wealth Management, LLC
INCREASED
Shares32,372 from 31,411
Change+961 (+3%)
Value$3.1M (+$123.4K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares32,230 from 29,410
Change+2,820 (+10%)
Value$3.0M (+$296.8K)
Filed 2026-10-26
21 West Wealth Management LLC
INCREASED
Shares31,885 from 31,802
Change+83 (+0%)
Value$3.0M (+$40.9K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares31,706 from 29,716
Change+1,990 (+7%)
Value$3.0M (+$218.9K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares31,692 from 31,200
Change+492 (+2%)
Value$3.0M (+$78.9K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
INCREASED
Shares29,804 from 29,595
Change+209 (+1%)
Value$2.8M (+$50.5K)
Filed 2026-10-20
Smith Partners Wealth Management, LLC
DECREASED
Shares29,523 from 38,210
Change-8,687 (-23%)
Value$2.8M (-$780.5K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares28,990 from 28,908
Change+82 (+0%)
Value$2.7M (+$37.8K)
Filed 2026-10-09
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares28,753 from 27,524
Change+1,229 (+4%)
Value$2.7M (+$144.7K)
Filed 2026-10-29
Wealthfront Advisers LLC
DECREASED
Shares27,473 from 30,839
Change-3,366 (-11%)
Value$2.6M (-$285.7K)
Filed 2026-11-09
Junk Investment Group, LLC
INCREASED
Shares26,955 from 24,916
Change+2,039 (+8%)
Value$2.5M (+$218.4K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares26,828 from 26,407
Change+421 (+2%)
Value$2.5M (+$67.2K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares26,295 from 31,232
Change-4,937 (-16%)
Value$2.5M (-$433.7K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares26,250 from 26,223
Change+27 (+0%)
Value$2.5M (+$29.9K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares25,937 from 26,597
Change-660 (-2%)
Value$2.4M (-$34.7K)
Filed 2026-10-30
Aspect Partners, LLC
DECREASED
Shares25,356 from 27,851
Change-2,495 (-9%)
Value$2.4M (-$206.6K)
Filed 2026-10-20
Nikulski Financial, Inc.
DECREASED
Shares25,333 from 26,188
Change-855 (-3%)
Value$2.4M (-$53.5K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares25,228 from 23,952
Change+1,276 (+5%)
Value$2.4M (+$145.4K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares24,805 from 24,856
Change-51 (0%)
Value$2.3M (+$21.0K)
Filed 2026-11-06
Integrity Advisory Solutions, LLC
INCREASED
Shares24,665 from 18,344
Change+6,321 (+34%)
Value$2.3M (+$616.0K)
Filed 2026-10-29
M3 Wealth Management, LLC
INCREASED
Shares24,216 from 17,325
Change+6,891 (+40%)
Value$2.3M (+$668.6K)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares23,492 from 21,964
Change+1,528 (+7%)
Value$2.2M (+$166.9K)
Filed 2026-10-08
Sunburst Financial Group, LLC
DECREASED
Shares23,454 from 23,675
Change-221 (-1%)
Value$2.2M (+$3.7K)
Filed 2026-10-09
Occidental Asset Management, LLC
INCREASED
Shares23,161 from 20,477
Change+2,684 (+13%)
Value$2.2M (+$274.7K)
Filed 2026-11-05
Bahl & Gaynor LLC
DECREASED
Shares23,085 from 25,152
Change-2,067 (-8%)
Value$2.2M (-$169.0K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares23,056 from 25,641
Change-2,585 (-10%)
Value$2.2M (-$217.5K)
Filed 2026-10-26
Five Pine Wealth Management
DECREASED
Shares22,788 from 23,460
Change-672 (-3%)
Value$2.2M (-$39.0K)
Filed 2026-10-20
Shore Point Advisors, LLC
INCREASED
Shares22,486 from 22,428
Change+58 (+0%)
Value$2.1M (+$28.8K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares22,210 from 23,027
Change-817 (-4%)
Value$2.1M (-$53.1K)
Filed 2026-10-13
Churchill Financial Advisors, LLC
INCREASED
Shares22,196 from 21,409
Change+787 (+4%)
Value$2.1M (+$96.6K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares22,069 from 28,468
Change-6,399 (-22%)
Value$2.1M (-$574.5K)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
DECREASED
Shares21,510 from 22,888
Change-1,378 (-6%)
Value$2.0K (-$106)
Filed 2026-10-27
Eagle Strategies LLC
INCREASED
Shares21,193 from 21,100
Change+93 (+0%)
Value$2.0M (+$30.7K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares20,356 from 19,589
Change+767 (+4%)
Value$1.9M (+$92.7K)
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares20,022 from 19,573
Change+449 (+2%)
Value$1.9M (+$62.7K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares19,414 from 20,548
Change-1,134 (-6%)
Value$1.8K (-$1.9M)
Filed 2026-10-26
Granville Capital, Inc.
DECREASED
Shares19,253 from 20,203
Change-950 (-5%)
Value$1.8M (-$68.7K)
Filed 2026-11-05
Finward Bancorp
DECREASED
Shares18,819 from 18,864
Change-45 (0%)
Value$1.8M (+$15.4K)
Filed 2026-10-14
Johnson Bixby & Associates, LLC
INCREASED
Shares18,509 from 18,506
Change+3 (+0%)
Value$1.7M (+$19.5K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares18,290 from 18,290
Change0 (0%)
Value$1.7M (+$19.0K)
Filed 2026-10-21
Hendershot Investments Inc.
DECREASED
Shares17,885 from 18,076
Change-191 (-1%)
Value$1.7M (+$765)
Filed 2026-11-05
Fullerton Advisors, LLC
INCREASED
Shares17,427 from 17,348
Change+79 (+0%)
Value$1.6M (+$25.6K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares17,018 from 17,180
Change-162 (-1%)
Value$1.7M (+$53.1K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares16,583 from 16,689
Change-106 (-1%)
Value$1.6M (+$7.4K)
Filed 2026-11-03
CWS Financial Advisors, LLC
DECREASED
Shares16,130 from 16,748
Change-618 (-4%)
Value$1.5M (-$40.9K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares16,058 from 9,778
Change+6,280 (+64%)
Value$1.5M (+$603.1K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
INCREASED
Shares15,974 from 11,022
Change+4,952 (+45%)
Value$1.5M (+$479.0K)
Filed 2026-10-28
TritonPoint Partners, LLC
UNCHANGED
Shares15,770 from 15,770
Change0 (0%)
Value$1.5M (+$16.4K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED
Shares15,770 from 15,770
Change0 (0%)
Value$1.5M (+$16.4K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares15,714 from 15,030
Change+684 (+5%)
Value$1.5M (+$80.2K)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares15,700 from 17,600
Change-1,900 (-11%)
Value$1.5M (-$161.1K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
INCREASED
Shares15,696 from 15,210
Change+486 (+3%)
Value$1.5M (+$61.6K)
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares15,518
Change+15,518
Value$1.5M
Filed 2026-10-26
DeLarme Wealth Management, Inc.
DECREASED
Shares14,887 from 15,047
Change-160 (-1%)
Value$1.4M (+$542)
Filed 2026-10-30
Breakwater Investment Management
DECREASED
Shares14,769 from 14,788
Change-19 (0%)
Value$1.4M (+$13.6K)
Filed 2026-10-20
Formidable Asset Management, LLC
INCREASED
Shares14,687 from 13,332
Change+1,355 (+10%)
Value$1.4M (+$192.1K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares14,682 from 14,440
Change+242 (+2%)
Value$1.4M (+$37.9K)
Filed 2026-11-09
Canandaigua National Bank & Trust Co
DECREASED
Shares14,671 from 15,139
Change-468 (-3%)
Value$1.4M (-$28.4K)
Filed 2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED
Shares14,603 from 15,011
Change-408 (-3%)
Value$1.4M (-$22.9K)
Filed 2026-10-16
Parcion Private Wealth LLC
UNCHANGED
Shares13,932 from 13,932
Change0 (0%)
Value$1.3M (+$14.5K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares13,870 from 13,847
Change+23 (+0%)
Value$1.3M (+$16.5K)
Filed 2026-10-15
Barry Investment Advisors, LLC
DECREASED
Shares13,020 from 17,763
Change-4,743 (-27%)
Value$1.2M (-$429.4K)
Filed 2026-10-14
Heritage Trust Co
UNCHANGED
Shares12,975 from 12,975
Change0 (0%)
Value$1.2M (+$13.5K)
Filed 2026-11-09
Avestar Capital, LLC
DECREASED
Shares12,672 from 12,710
Change-38 (0%)
Value$1.2M (+$9.6K)
Filed 2026-10-28
Trueblood Wealth Management, LLC
DECREASED
Shares12,609 from 12,615
Change-6 (0%)
Value$1.2M (+$12.6K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED
Shares12,603 from 14,925
Change-2,322 (-16%)
Value$1.2M (-$203.8K)
Filed 2026-11-05
Warner Financial, Inc
INCREASED
Shares12,583 from 12,568
Change+15 (+0%)
Value$1.2M (+$14.5K)
Filed 2026-11-06
Segment Wealth Management, LLC
INCREASED
Shares12,473 from 12,463
Change+10 (+0%)
Value$1.2M (+$13.9K)
Filed 2026-10-26
Meitav Investment House LTD
INCREASED
Shares12,211 from 8,932
Change+3,279 (+37%)
Value$1.2M (+$318.5K)
Filed 2026-10-28
Rockingstone Advisors LLC
UNCHANGED
Shares12,093 from 12,093
Change0 (0%)
Value$1.1M (+$12.6K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares11,963 from 12,281
Change-318 (-3%)
Value$1.1M (-$17.3K)
Filed 2026-11-06
Patten Group, Inc.
DECREASED
Shares11,961 from 12,175
Change-214 (-2%)
Value$1.1M (-$7.5K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares11,602 from 7,162
Change+4,440 (+62%)
Value$1.1M (+$426.7K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,286 from 12,377
Change-1,091 (-9%)
Value$1.1M (-$90.1K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares10,784 from 10,735
Change+49 (+0%)
Value$1.0M (+$15.8K)
Filed 2026-10-22
BLB&B Advisors, LLC
UNCHANGED
Shares10,688 from 10,688
Change0 (0%)
Value$1.0M (+$11.1K)
Filed 2026-10-27
Omni 360 Wealth, Inc.
INCREASED
Shares10,674 from 10,475
Change+199 (+2%)
Value$1.0M (+$29.7K)
Filed 2026-10-13
Blossom Wealth Management
INCREASED
Shares10,667 from 10,278
Change+389 (+4%)
Value$1.0M (+$47.4K)
Filed 2026-11-03
Capital Square, LLC
DECREASED
Shares10,643 from 12,467
Change-1,824 (-15%)
Value$1.0M (-$178.6K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares10,504 from 10,311
Change+193 (+2%)
Value$991.8K (+$28.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares10,431 from 10,431
Change0 (0%)
Value$984.9K (+$10.8K)
Filed 2026-11-06
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares10,384 from 10,384
Change0 (0%)
Value$980.5K (+$10.8K)
Filed 2026-10-30
Good Harbor Advisors, Inc.
INCREASED
Shares10,315 from 9,918
Change+397 (+4%)
Value$974.0K (+$47.8K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
INCREASED
Shares9,937 from 9,010
Change+927 (+10%)
Value$932.6K (+$89.4K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares9,709 from 9,709
Change0 (0%)
Value$916.7K (+$10.1K)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares9,050 from 5,440
Change+3,610 (+66%)
Value$854.5K (+$346.5K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares8,971 from 8,971
Change0 (0%)
Value$847.0K (+$9.3K)
Filed 2026-11-05
Accretive Wealth Partners, LLC
INCREASED
Shares8,963 from 8,261
Change+702 (+9%)
Value$846.3K (+$74.9K)
Filed 2026-11-06
City State Bank
INCREASED
Shares8,923 from 8,845
Change+78 (+1%)
Value$842.5K (+$16.6K)
Filed 2026-10-20
Asset One Wealth Management LLC
DECREASED
Shares8,803 from 29,538
Change-20,735 (-70%)
Value$831.2K (-$2.0M)
Filed 2026-11-02
Keudell ison Wealth Management
INCREASED
Shares8,758 from 8,477
Change+281 (+3%)
Value$826.9K (+$35.3K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares8,659 from 2,641
Change+6,018 (+228%)
Value$829.1K (+$582.5K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares8,601 from 8,217
Change+384 (+5%)
Value$812.1K (+$44.8K)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares8,555 from 7,038
Change+1,517 (+22%)
Value$807.8K (+$150.6K)
Filed 2026-11-06
Bessemer Group Inc
UNCHANGED
Shares8,424 from 8,424
Change0 (0%)
Value$795 (-$786.2K)
Filed 2026-11-09
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares8,408 from 8,408
Change0 (0%)
Value$793.9K (+$8.7K)
Filed 2026-10-23
StrongBox Wealth, LLC
DECREASED
Shares8,371 from 9,156
Change-785 (-9%)
Value$790.4K (-$64.6K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares8,250 from 8,248
Change+2 (+0%)
Value$779.0K (+$8.8K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
NEW
Shares8,245
Change+8,245
Value$816.0K
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares8,215 from 7,372
Change+843 (+11%)
Value$775.6K (+$87.2K)
Filed 2026-11-05
Nilsine Partners, LLC
NEW
Shares8,150
Change+8,150
Value$769.5K
Filed 2026-11-02
HBK Sorce Advisory LLC
DECREASED
Shares8,149 from 8,309
Change-160 (-2%)
Value$802.6K (-$14.1K)
Filed 2026-11-06
Artesa Financial Group, LLC
DECREASED
Shares7,922 from 8,330
Change-408 (-5%)
Value$748.0K (-$29.8K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares7,855 from 6,806
Change+1,049 (+15%)
Value$741.6K (+$106.1K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED
Shares7,842 from 7,762
Change+80 (+1%)
Value$740.5K (+$15.7K)
Filed 2026-10-29
Kraft, Davis & Associates, LLC
UNCHANGED
Shares7,809 from 7,809
Change0 (0%)
Value$751.9K (+$16.7K)
Filed 2026-10-21
Kaydan Wealth Management, Inc.
INCREASED
Shares7,789 from 7,597
Change+192 (+3%)
Value$735.4K (+$26.0K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares7,507 from 6,978
Change+529 (+8%)
Value$708.9K (+$57.3K)
Filed 2026-10-23
Turner Financial Group, Inc.
DECREASED
Shares7,238 from 7,636
Change-398 (-5%)
Value$683.4K (-$29.7K)
Filed 2026-11-09
Affinity Capital Advisors, LLC
INCREASED
Shares7,036 from 6,155
Change+881 (+14%)
Value$665.7K (+$77.4K)
Filed 2026-10-13
Avaii Wealth Management, LLC
DECREASED
Shares6,935 from 7,159
Change-224 (-3%)
Value$655.7K (-$12.8K)
Filed 2026-10-09
Evergreen Capital Management LLC
INCREASED
Shares6,889 from 5,566
Change+1,323 (+24%)
Value$650.4K (+$130.7K)
Filed 2026-10-23
Annis Gardner Whiting Capital Advisors, LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$632.6K (+$7.0K)
Filed 2026-11-09
Parker Financial LLC
UNCHANGED
Shares6,624 from 6,624
Change0 (0%)
Value$625.4K (+$6.9K)
Filed 2026-11-05
Ballast Financial Advisors LLC
DECREASED
Shares6,577 from 6,689
Change-112 (-2%)
Value$621.0K (-$3.6K)
Filed 2026-10-26
Garde Capital, Inc.
UNCHANGED
Shares6,444 from 6,444
Change0 (0%)
Value$608.4K (+$6.7K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,349 from 3,049
Change+3,300 (+108%)
Value$599.5K (+$314.8K)
Filed 2026-10-23
Investment Management Trust, LLC
INCREASED
Shares6,310 from 6,280
Change+30 (+0%)
Value$595.8K (+$9.3K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares6,268 from 6,293
Change-25 (0%)
Value$591.8K (+$4.2K)
Filed 2026-10-26
Savant Capital, LLC
DECREASED
Shares6,154 from 11,645
Change-5,491 (-47%)
Value$581.0K (-$490.9K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW
Shares6,111
Change+6,111
Value$577.0K
Filed 2026-10-16
Perigon Wealth Management, LLC
UNCHANGED
Shares6,088 from 6,088
Change0 (0%)
Value$574.9K (+$6.3K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares6,049 from 6,050
Change-1 (0%)
Value$571.2K (+$6.3K)
Filed 2026-11-05
NorthLanding Financial Partners, LLC
INCREASED
Shares5,964 from 5,936
Change+28 (+0%)
Value$563.1K (+$8.8K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$551.6K (+$6.1K)
Filed 2026-10-07
Davenport & Co LLC
DECREASED
Shares5,676 from 5,834
Change-158 (-3%)
Value$535.9K (-$8.9K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares5,640 from 1,305
Change+4,335 (+332%)
Value$532.5K (+$410.7K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares5,573 from 5,621
Change-48 (-1%)
Value$526.2K (+$1.3K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
DECREASED
Shares5,438 from 5,523
Change-85 (-2%)
Value$513.5K (-$3.3K)
Filed 2026-10-09
Landaas & Co
UNCHANGED
Shares5,407 from 5,407
Change0 (0%)
Value$510.5K (+$5.6K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares5,356 from 4,905
Change+451 (+9%)
Value$502.6K (+$43.7K)
Filed 2026-10-16
Navalign, LLC
DECREASED
Shares5,336 from 5,933
Change-597 (-10%)
Value$503.8K (-$50.2K)
Filed 2026-11-09
BOS Asset Management, LLC
UNCHANGED
Shares5,333 from 5,333
Change0 (0%)
Value$503.5K (+$5.5K)
Filed 2026-10-09
Stokes Capital Advisors, LLC
INCREASED
Shares5,098 from 2,368
Change+2,730 (+115%)
Value$481.4K (+$260.2K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares4,999 from 4,580
Change+419 (+9%)
Value$472.0K (+$44.4K)
Filed 2026-10-21
Murphy Pohlad Asset Management LLC
INCREASED
Shares4,920 from 4,043
Change+877 (+22%)
Value$464.5K (+$87.0K)
Filed 2026-10-22
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$456.0K (+$5.0K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares4,814 from 4,814
Change0 (0%)
Value$454.5K (+$5.0K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares4,777 from 3,726
Change+1,051 (+28%)
Value$451.1K (+$103.1K)
Filed 2026-10-21
LJI Wealth Management, LLC
UNCHANGED
Shares4,710 from 4,710
Change0 (0%)
Value$444.7K (+$4.9K)
Filed 2026-10-28
Level Four Advisory Services, LLC
UNCHANGED
Shares4,706 from 4,706
Change0 (0%)
Value$444.3K (+$4.9K)
Filed 2026-11-06
GreatBanc Trust Co
INCREASED
Shares4,705 from 3,550
Change+1,155 (+33%)
Value$444.2K (+$112.7K)
Filed 2026-11-04
GuidedMoney, LLC
UNCHANGED
Shares4,540 from 4,540
Change0 (0%)
Value$428.7K (+$4.7K)
Filed 2026-10-29
Galvin, Gaustad & Stein, LLC
INCREASED
Shares4,502 from 4,498
Change+4 (+0%)
Value$425.2K (+$5.1K)
Filed 2026-10-08
Meridian Financial Advisors, LLC
INCREASED
Shares4,424 from 4,399
Change+25 (+1%)
Value$417.7K (+$7.0K)
Filed 2026-10-14
Victory Financial Group, LLC
DECREASED
Shares4,316 from 4,444
Change-128 (-3%)
Value$407.5K (-$7.5K)
Filed 2026-10-27
Friday Financial
INCREASED
Shares4,202 from 3,753
Change+449 (+12%)
Value$394.4K (+$36.8K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
NEW
Shares4,200
Change+4,200
Value$396.6K
Filed 2026-11-05
Kathmere Capital Management, LLC
UNCHANGED
Shares4,187 from 4,187
Change0 (0%)
Value$395.3K (+$4.4K)
Filed 2026-10-20
Asempa Wealth Advisors
DECREASED
Shares4,171 from 6,729
Change-2,558 (-38%)
Value$391.5K (-$236.9K)
Filed 2026-10-07
Geneos Wealth Management Inc.
INCREASED
Shares4,097 from 3,641
Change+456 (+13%)
Value$386.9K (+$46.9K)
Filed 2026-11-09
Cedarwood Wealth LLC
INCREASED
Shares4,081 from 4,045
Change+36 (+1%)
Value$385.3K (+$7.6K)
Filed 2026-11-09
Columbia Advisory Partners LLC
DECREASED
Shares4,067 from 5,004
Change-937 (-19%)
Value$384.0K (-$83.3K)
Filed 2026-10-15
Belpointe Asset Management LLC
INCREASED
Shares4,058 from 4,050
Change+8 (+0%)
Value$383.2K (+$4.9K)
Filed 2026-11-09
True Private Wealth Advisors
UNCHANGED
Shares4,054 from 4,054
Change0 (0%)
Value$382.8K (+$4.2K)
Filed 2026-10-19
Aspen Investment Management Inc
DECREASED
Shares3,905 from 3,917
Change-12 (0%)
Value$369 (+$3)
Filed 2026-11-05
Sun Group Wealth Partners
DECREASED
Shares3,814 from 4,198
Change-384 (-9%)
Value$360.1K (-$31.9K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares3,730 from 3,728
Change+2 (+0%)
Value$352.2K (+$4.0K)
Filed 2026-11-04
Paragon Capital Management Ltd
INCREASED
Shares3,654 from 3,653
Change+1 (+0%)
Value$345.0K (+$3.8K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares3,633 from 3,406
Change+227 (+7%)
Value$343.0K (+$25.0K)
Filed 2026-10-08
KMG Fiduciary Partners, LLC
UNCHANGED
Shares3,579 from 3,579
Change0 (0%)
Value$337.9K (+$3.7K)
Filed 2026-10-14
tru Independence LLC
INCREASED
Shares3,556 from 3,545
Change+11 (+0%)
Value$335.7K (+$4.7K)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares3,507 from 3,441
Change+66 (+2%)
Value$331 (-$320.7K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares3,437 from 3,315
Change+122 (+4%)
Value$324.6K (+$15.0K)
Filed 2026-11-05
Wealth Analytics Partners, LLC
DECREASED
Shares3,430 from 3,665
Change-235 (-6%)
Value$323.8K (-$24.7K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares3,375 from 2,277
Change+1,098 (+48%)
Value$318.7K (+$106.0K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
DECREASED
Shares3,345 from 3,440
Change-95 (-3%)
Value$315.9K (-$5.4K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
INCREASED
Shares3,338 from 3,224
Change+114 (+4%)
Value$315.2K (+$14.1K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares3,336 from 3,710
Change-374 (-10%)
Value$315.0K (-$31.5K)
Filed 2026-10-16
Coldstream Capital Management Inc
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$307.4K (+$3.4K)
Filed 2026-11-09
Sepio Capital, LP
INCREASED
Shares3,254 from 3,252
Change+2 (+0%)
Value$307.3K (+$3.6K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares3,253 from 2,271
Change+982 (+43%)
Value$307.2K (+$95.1K)
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares3,240 from 3,240
Change0 (0%)
Value$305.9K (+$3.4K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares3,217 from 3,214
Change+3 (+0%)
Value$303.8K (+$3.7K)
Filed 2026-10-19
Curated Wealth Partners LLC
NEW
Shares3,215
Change+3,215
Value$303.6K
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,196 from 6,348
Change-3,152 (-50%)
Value$301.8K (-$291.0K)
Filed 2026-10-13
RFG Advisory, LLC
NEW
Shares3,195
Change+3,195
Value$301.6K
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares3,170 from 3,235
Change-65 (-2%)
Value$297.5K (-$5.2K)
Filed 2026-11-02
Marino, Stram & Associates LLC
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$296.8K (+$3.3K)
Filed 2026-10-22
Sapient Capital LLC
INCREASED
Shares3,131 from 2,870
Change+261 (+9%)
Value$295.6K (+$27.6K)
Filed 2026-10-08
Martin Capital Partners, LLC
INCREASED
Shares3,114 from 3,058
Change+56 (+2%)
Value$294.0K (+$8.5K)
Filed 2026-10-07
CGN Advisors LLC
DECREASED
Shares2,997 from 3,203
Change-206 (-6%)
Value$283.0K (-$16.1K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares2,950 from 2,724
Change+226 (+8%)
Value$278.5K (+$24.2K)
Filed 2026-10-23
Roble, Belko & Company, Inc
UNCHANGED
Shares2,903 from 2,903
Change0 (0%)
Value$274 (-$270.7K)
Filed 2026-11-09
King Luther Capital Management Corp
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$273.8K (+$3.0K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares2,885 from 2,602
Change+283 (+11%)
Value$272.4K (+$29.4K)
Filed 2026-10-21
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$269.1K (+$3.0K)
Filed 2026-10-21
Triad Wealth Partners, LLC
DECREASED
Shares2,832 from 3,295
Change-463 (-14%)
Value$267.4K (-$53.6K)
Filed 2026-10-26
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$266.8K (+$2.9K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$266.7K (+$2.9K)
Filed 2026-11-02
Grove Street Fiduciary, LLC
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$265.7K (+$2.9K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
NEW
Shares2,796
Change+2,796
Value$264.0K
Filed 2026-10-16
Nvest Wealth Strategies, Inc.
DECREASED
Shares2,785 from 2,833
Change-48 (-2%)
Value$263.0K (-$1.6K)
Filed 2026-10-14
Bestgate Wealth Advisors, LLC
DECREASED
Shares2,751 from 3,099
Change-348 (-11%)
Value$259.7K (-$29.6K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
INCREASED
Shares2,745 from 2,720
Change+25 (+1%)
Value$259.2K (+$5.2K)
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$254.9K (+$2.8K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares2,596 from 2,283
Change+313 (+14%)
Value$243.8K (+$28.1K)
Filed 2026-10-13
Unique Wealth, LLC
UNCHANGED
Shares2,591 from 2,591
Change0 (0%)
Value$244.6K (+$2.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$243.6K (+$4.5K)
Filed 2026-10-15
Brighton Jones LLC
DECREASED
Shares2,554 from 2,558
Change-4 (0%)
Value$241.2K (+$2.3K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares2,529 from 2,521
Change+8 (+0%)
Value$238.8K (+$3.4K)
Filed 2026-10-21
Harpswell Capital Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$236.1K (+$2.6K)
Filed 2026-10-09
Clark Asset Management, LLC
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$233.1K (+$2.6K)
Filed 2026-10-19
Penobscot Wealth Management
INCREASED
Shares2,456 from 2,452
Change+4 (+0%)
Value$231.9K (+$2.9K)
Filed 2026-10-21
Capstone Wealth Management Group, Inc.
INCREASED
Shares2,448 from 2,437
Change+11 (+0%)
Value$231.2K (+$3.6K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
UNCHANGED
Shares2,384 from 2,384
Change0 (0%)
Value$225.1K (+$2.5K)
Filed 2026-10-26
Private Management Group Inc
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$224.9K (+$2.5K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares2,373 from 2,688
Change-315 (-12%)
Value$224.1K (-$26.9K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
INCREASED
Shares2,371 from 2,369
Change+2 (+0%)
Value$223.9K (+$2.7K)
Filed 2026-10-23
Arista Wealth Management, LLC
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$223.2K (+$2.5K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares2,352 from 16,960
Change-14,608 (-86%)
Value$222.1K (-$1.4M)
Filed 2026-10-15
Paladin Advisory Group, LLC
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$222.0K (+$2.4K)
Filed 2026-11-09
SBK Financial, Inc.
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$220.3K (+$2.4K)
Filed 2026-11-02
Equity Wealth Partners, LLC
DECREASED
Shares2,332 from 2,335
Change-3 (0%)
Value$220.2K (+$2.1K)
Filed 2026-10-26
Principle Wealth Partners LLC
DECREASED
Shares2,322 from 2,323
Change-1 (0%)
Value$219.3K (+$2.4K)
Filed 2026-11-02
Scott Capital Advisors, LLC
INCREASED
Shares2,298 from 2,295
Change+3 (+0%)
Value$215.3K (+$1.0K)
Filed 2026-10-13
Retiremitten Financial LLC
NEW
Shares2,281
Change+2,281
Value$223.8K
Filed 2026-11-05
Farrell Financial LLC
INCREASED
Shares2,279 from 2,272
Change+7 (+0%)
Value$215.2K (+$3.0K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares2,270 from 2,375
Change-105 (-4%)
Value$214.3K (-$7.4K)
Filed 2026-10-30
Strathmore Capital Advisors, Inc.
DECREASED
Shares2,224 from 2,433
Change-209 (-9%)
Value$217.1K (-$14.0K)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
INCREASED
Shares2,223 from 2,159
Change+64 (+3%)
Value$209.8K (+$7.8K)
Filed 2026-11-09
Ground Swell Capital, LLC
NEW
Shares2,217
Change+2,217
Value$209.3K
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares2,178
Change+2,178
Value$205.6K
Filed 2026-10-27
Fifth Third Securities, Inc.
DECREASED
Shares2,127 from 2,214
Change-87 (-4%)
Value$200.8K (-$5.9K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares1,929 from 2,480
Change-551 (-22%)
Value$182.1K (-$49.4K)
Filed 2026-10-27
William Mack & Associates, Inc.
DECREASED
Shares1,542 from 3,150
Change-1,608 (-51%)
Value$145.6K (-$148.6K)
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares1,489 from 1,132
Change+357 (+32%)
Value$140.6K (+$34.9K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,397 from 1,395
Change+2 (+0%)
Value$131.9K (+$1.6K)
Filed 2026-10-19
Harbour Investments, Inc.
DECREASED
Shares1,253 from 2,952
Change-1,699 (-58%)
Value$118.3K (-$157.3K)
Filed 2026-11-09
Blue Trust, Inc.
INCREASED
Shares1,196 from 1,184
Change+12 (+1%)
Value$112.9K (+$2.3K)
Filed 2026-10-15
Piscataqua Savings Bank
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$107.1K (+$1.2K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares1,109 from 109
Change+1,000 (+917%)
Value$104.8K (+$94.6K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares1,090 from 1,086
Change+4 (+0%)
Value$102.9K (+$1.5K)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$102.7K (+$1.1K)
Filed 2026-10-26
Chilton Capital Management LLC
NEW
Shares1,075
Change+1,075
Value$101.5K
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares982 from 449
Change+533 (+119%)
Value$92.7K (+$50.7K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares980
Change+980
Value$92.6K
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares952 from 943
Change+9 (+1%)
Value$89.9K (+$1.8K)
Filed 2026-10-21
Asset Dedication, LLC
NEW
Shares942
Change+942
Value$88.9K
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED
Shares912 from 990
Change-78 (-8%)
Value$86.1K (-$6.3K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
INCREASED
Shares904 from 901
Change+3 (+0%)
Value$85.4K (+$1.3K)
Filed 2026-10-15
Strive Financial Group,LLC
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$75.8K (+$835)
Filed 2026-11-09
CX Institutional
INCREASED
Shares767 from 764
Change+3 (+0%)
Value$72 (+$1)
Filed 2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$68.5K (+$755)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$68.1K (+$750)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$68.0K (+$748)
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$62.8K (+$691)
Filed 2026-10-01
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$57.6K (+$634)
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$45.6K (-$245)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$41.1K (+$453)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$36.2K (+$399)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares341 from 340
Change+1 (+0%)
Value$32.2K (+$427)
Filed 2026-10-14
First Command Advisory Services, Inc.
NEW
Shares300
Change+300
Value$28.3K
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares250
Change+250
Value$23.6K
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$23.6K (+$260)
Filed 2026-10-07
Mainstream Capital Management LLC
NEW
Shares244
Change+244
Value$23.0K
Filed 2026-10-23
Friedenthal Financial
NEW
Shares244
Change+244
Value$23.0K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares243 from 242
Change+1 (+0%)
Value$23.0K (+$360)
Filed 2026-10-20
Davis Capital Management
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$22.6K (+$248)
Filed 2026-10-08
IAG Wealth Partners, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$22.1K (+$243)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$19.9K (+$220)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.9K (+$208)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$18.8K (+$207)
Filed 2026-10-27
Evermay Wealth Management LLC
NEW
Shares192
Change+192
Value$18.1K
Filed 2026-11-05
Richardson Capital Management LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$17.6K (+$194)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$16.6K (-$196)
Filed 2026-10-09
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$15.0K (+$165)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares147
Change+147
Value$13.9K
Filed 2026-11-03
Downshift Financial, LLC
NEW
Shares137
Change+137
Value$12.9K
Filed 2026-10-13
Montag A & Associates Inc
NEW
Shares131
Change+131
Value$12.4K
Filed 2026-10-29
Fiduciary Advisors, Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$12.4K (+$137)
Filed 2026-10-16
N.E.W. Advisory Services LLC
INCREASED
Shares129 from 128
Change+1 (+1%)
Value$12.1K (+$190)
Filed 2026-11-09
Signaturefd, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$11.2K (+$124)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$10.4K (+$114)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$9.8K (+$108)
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares82 from 78
Change+4 (+5%)
Value$7.8K (+$460)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.6K (+$85)
Filed 2026-10-07
Hantz Financial Services, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7 ($0)
Filed 2026-11-09
Creative Financial Designs Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$7.1K (+$111)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$6.9K (+$62)
Filed 2026-10-29
Caldwell Sutter Capital, Inc.
INCREASED
Shares65 from 35
Change+30 (+86%)
Value$6.1K (+$2.9K)
Filed 2026-11-09
Lodestone Wealth Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.4K (+$70)
Filed 2026-10-14
CNB Bank
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.8K (+$53)
Filed 2026-11-09
Reap Financial Group, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.3K (+$67)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.2K (+$46)
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.4K (+$37)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares24 from 23
Change+1 (+4%)
Value$2.2K (+$35)
Filed 2026-10-23
Sunrise Financial Services, LLC
DECREASED
Shares14 from 133
Change-119 (-89%)
Value$1.3K (-$11.1K)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.0K (+$33)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$477 (+$7)
Filed 2026-11-03
Beacon Financial Strategies Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$255 (+$4)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares1 from 510
Change-509 (-100%)
Value$95 (-$47.5K)
Filed 2026-11-04
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$100 (+$1)
Filed 2026-10-28
Cornerstone Advisors Asset Management, LLC
CLOSED
Shares0 from 77,161
Change-77,161 (-100%)
Value$0 (-$7.2M)
Filed 2026-11-06
OMC Financial Services LTD
CLOSED
Shares0 from 35,740
Change-35,740 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-19
TBH Global Asset Management, LLC
CLOSED
Shares0 from 17,729
Change-17,729 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
InTrack Investment Management Inc
CLOSED
Shares0 from 5,690
Change-5,690 (-100%)
Value$0 (-$531.3K)
Filed 2026-10-15
Citizens Business Bank
CLOSED
Shares0 from 3,965
Change-3,965 (-100%)
Value$0 (-$370.3K)
Filed 2026-11-09
Squarepoint Ops LLC
CLOSED
Shares0 from 3,953
Change-3,953 (-100%)
Value$0 (-$369.1K)
Filed 2026-11-09
Western Wealth Management, LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$257.7K)
Filed 2026-11-09
Andina Capital Management, LLC
CLOSED
Shares0 from 2,718
Change-2,718 (-100%)
Value$0 (-$253.8K)
Filed 2026-10-21
Squire Investment Management Company, LLC
CLOSED
Shares0 from 2,709
Change-2,709 (-100%)
Value$0 (-$253.0K)
Filed 2026-11-03
Kestra Investment Management, LLC
CLOSED
Shares0 from 2,517
Change-2,517 (-100%)
Value$0 (-$235.0K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,421
Change-2,421 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-26
Donalies Financial Planning, LLC
CLOSED
Shares0 from 2,307
Change-2,307 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-19
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 2,147
Change-2,147 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
Midway Capital Research & Management
CLOSED
Shares0 from 1,106
Change-1,106 (-100%)
Value$0 (-$103.3K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$52.1K)
Filed 2026-11-06
Heritage Wealth Advisors
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$46.9K)
Filed 2026-11-09
Salem Investment Counselors Inc
CLOSED
Shares0 from 307
Change-307 (-100%)
Value$0 (-$28.7K)
Filed 2026-10-13
Coastline Trust Co
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-01
Gill Capital Partners, LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-13
Noble Wealth Management PBC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-01
American National Bank & Trust
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-07
LifeSteps Financial, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-15
EP Wealth Advisors, LLC
N/A
Shares— from 8,253,048
Change-8,253,048 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,664,422
Change-5,664,422 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,327,511
Change-3,327,511 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,840,928
Change-1,840,928 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,396,128
Change-1,396,128 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 826,631
Change-826,631 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 772,641
Change-772,641 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 719,307
Change-719,307 (-100%)
Value—
UBS Group AG
N/A
Shares— from 662,305
Change-662,305 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 486,689
Change-486,689 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 467,369
Change-467,369 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 453,606
Change-453,606 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 442,685
Change-442,685 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 366,196
Change-366,196 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 311,596
Change-311,596 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 309,736
Change-309,736 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 288,295
Change-288,295 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 280,744
Change-280,744 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 256,504
Change-256,504 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 234,434
Change-234,434 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 228,049
Change-228,049 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 213,810
Change-213,810 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 206,356
Change-206,356 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 205,462
Change-205,462 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 188,295
Change-188,295 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 183,119
Change-183,119 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 160,976
Change-160,976 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 152,517
Change-152,517 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 138,686
Change-138,686 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 134,663
Change-134,663 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 129,548
Change-129,548 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 128,156
Change-128,156 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 125,071
Change-125,071 (-100%)
Value—
Betterment LLC
N/A
Shares— from 108,838
Change-108,838 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 108,402
Change-108,402 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 106,460
Change-106,460 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 102,162
Change-102,162 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 91,367
Change-91,367 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 89,143
Change-89,143 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 86,949
Change-86,949 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 86,261
Change-86,261 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 80,470
Change-80,470 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 75,500
Change-75,500 (-100%)
Value—
Blair William & Co
N/A
Shares— from 75,207
Change-75,207 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 67,596
Change-67,596 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 61,514
Change-61,514 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 61,270
Change-61,270 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 59,968
Change-59,968 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,682
Change-58,682 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 55,320
Change-55,320 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 54,868
Change-54,868 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 53,720
Change-53,720 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 51,562
Change-51,562 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 48,266
Change-48,266 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 46,941
Change-46,941 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 46,904
Change-46,904 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 46,650
Change-46,650 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 43,778
Change-43,778 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 43,214
Change-43,214 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 42,040
Change-42,040 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 40,374
Change-40,374 (-100%)
Value—
FMR LLC
N/A
Shares— from 39,901
Change-39,901 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 39,844
Change-39,844 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 39,721
Change-39,721 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 39,684
Change-39,684 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 39,136
Change-39,136 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 38,741
Change-38,741 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 36,818
Change-36,818 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 36,416
Change-36,416 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,890
Change-35,890 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 35,203
Change-35,203 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 34,324
Change-34,324 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 34,233
Change-34,233 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 34,046
Change-34,046 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,999
Change-33,999 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,903
Change-33,903 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 33,096
Change-33,096 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,053
Change-32,053 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,712
Change-31,712 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 31,131
Change-31,131 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,029
Change-31,029 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 29,876
Change-29,876 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,366
Change-28,366 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 28,249
Change-28,249 (-100%)
Value—
&partners
N/A
Shares— from 27,953
Change-27,953 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26,047
Change-26,047 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 25,273
Change-25,273 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 25,091
Change-25,091 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 23,690
Change-23,690 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 23,596
Change-23,596 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 23,290
Change-23,290 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 22,444
Change-22,444 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 22,349
Change-22,349 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 22,110
Change-22,110 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 21,197
Change-21,197 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,121
Change-21,121 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 20,643
Change-20,643 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19,014
Change-19,014 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,819
Change-18,819 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 18,772
Change-18,772 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,532
Change-18,532 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,438
Change-17,438 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 16,354
Change-16,354 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 15,983
Change-15,983 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,201
Change-15,201 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 14,147
Change-14,147 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 13,359
Change-13,359 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,244
Change-13,244 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,697
Change-12,697 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,528
Change-12,528 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 11,980
Change-11,980 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 10,349
Change-10,349 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,480
Change-9,480 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,796
Change-8,796 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 8,492
Change-8,492 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 7,765
Change-7,765 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 685
Change-685 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 436
Change-436 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 308
Change-308 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 302
Change-302 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 288
Change-288 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 262
Change-262 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 226
Change-226 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 176
Change-176 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
DECREASED2,071,5752,255,097-183,522-8%$210.6M$195.6M-$15.0M2026-10-26
LPL Financial LLC
INCREASED1,041,8231,034,548+7,275+1%$96.6M$98.4M+$1.8M2026-11-06
Bank of New York Mellon Corp
DECREASED982,8591,002,671-19,812-2%$93.6M$92.8M-$828.0K2026-11-05
Capital Advantage, Inc.
DECREASED429,793431,472-1,6790%$40.3M$40.6M+$290.2K2026-10-14
Commonwealth Equity Services, LLC
DECREASED388,474415,574-27,100-7%$38.8M$36.7M-$2.1M2026-11-02
Weatherly Asset Management L. P.
INCREASED297,336291,140+6,196+2%$27.2M$28.1M+$887.8K2026-10-20
Choreo, LLC
DECREASED296,910308,892-11,982-4%$28.8M$28.0M-$810.1K2026-10-28
Ackerman Capital Advisors, LLC
DECREASED278,593280,585-1,992-1%$26.2M$26.3M+$103.7K2026-10-30
Resonant Capital Advisors, LLC
DECREASED267,713267,741-280%$25.0M$25.3M+$275.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED262,580247,488+15,092+6%$23.3M$24.4M+$1.1M2026-10-13
Focused Wealth Management, Inc
INCREASED234,944233,837+1,107+0%$21.8M$22.2M+$347.7K2026-10-30
GEN Financial Management, Inc.
INCREASED205,678203,882+1,796+1%$19.0M$19.4M+$381.5K2026-10-13
Avantax Planning Partners, Inc.
INCREASED198,131193,578+4,553+2%$18.1M$18.7M+$631.2K2026-11-03
Howard Financial Services, Ltd.
INCREASED193,953193,232+721+0%$18.0M$18.3M+$269.0K2026-10-15
Eastern Bank
DECREASED186,845189,602-2,757-1%$17.7M$17.6M-$63.1K2026-10-05
Compass Financial Group, Inc
DECREASED182,164208,540-26,376-13%$19.5M$17.2M-$2.3M2026-10-13
Verum Partners LLC
INCREASED175,19296,027+79,165+82%$9.0M$16.5M+$7.6M2026-10-21
Baxter Bros Inc
INCREASED152,945129,664+23,281+18%$12.1M$14.4M+$2.3M2026-11-04
Buttonwood Financial Advisors Inc.
INCREASED138,185136,583+1,602+1%$12.8M$13.0M+$293.3K2026-10-13
Human Investing LLC
DECREASED132,366133,882-1,516-1%$12.5M$12.5M-$4.0K2026-10-19
Silver Lake Advisory, LLC
DECREASED125,053125,809-756-1%$11.7M$11.8M+$59.4K2026-10-22
Kestra Advisory Services, LLC
INCREASED122,111117,873+4,238+4%$11.0M$11.5M+$522.7K2026-11-02
Revisor Wealth Management LLC
INCREASED120,260119,706+554+0%$11.2M$11.6M+$458.8K2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED119,899118,373+1,526+1%$11.1M$11.3M+$267.2K2026-11-04
Wedmont Private Capital
DECREASED108,634113,919-5,285-5%$10.8M$10.2M-$613.6K2026-10-09
RTD Financial Advisors, Inc.
DECREASED106,542106,984-4420%$10.0M$10.1M+$69.5K2026-10-09
Tilia Fiduciary Partners, Inc.
DECREASED106,532119,232-12,700-11%$11.1M$10.1M-$1.1M2026-10-09
Collective Family Office LLC
INCREASED106,142103,750+2,392+2%$9.7M$10.0M+$333.8K2026-10-05
Financial Perspectives, Inc
DECREASED103,928109,719-5,791-5%$10.2M$9.8M-$432.8K2026-11-03
Landmark Wealth Management, LLC
DECREASED103,089129,206-26,117-20%$12.1M$9.7M-$2.3M2026-11-03
Dagco, Inc.
DECREASED102,947125,877-22,930-18%$11.8M$9.7M-$2.0M2026-10-20
Madson Wealth Advisors Inc
DECREASED94,47796,283-1,806-2%$9.0M$8.9M-$70.4K2026-10-13
Citigroup Inc
INCREASED94,37991,777+2,602+3%$8.6M$8.9M+$341.1K2026-11-04
Truist Financial Corp
DECREASED92,674109,130-16,456-15%$10.2M$8.8M-$1.4M2026-10-30
D.A. Davidson & Co.
DECREASED91,41293,350-1,938-2%$8.7M$8.6M-$85.9K2026-10-28
Montecito Bank & Trust
DECREASED87,03587,383-3480%$8.2M$8.2M+$58.0K2026-10-01
Ariston Services Group
UNCHANGED85,42385,42300%$8.0M$8.1M+$88.8K2026-10-16
Exchange Traded Concepts, LLC
INCREASED84,39583,234+1,161+1%$7.8M$8.0M+$196.2K2026-10-28
New England Private Wealth Advisors LLC
INCREASED83,84981,254+2,595+3%$7.7M$7.9M+$184.8K2026-10-19
180 Wealth Advisors, LLC
INCREASED82,55779,453+3,104+4%$7.4M$7.8M+$375.7K2026-11-03
Keystone Financial Group, Inc.
DECREASED81,822105,057-23,235-22%$9.8M$7.7M-$2.1M2026-10-13
Jnba Financial Advisors
DECREASED81,82185,265-3,444-4%$8.0M$7.7M-$236.5K2026-11-03
Concord Wealth Partners
INCREASED81,51581,365+150+0%$7.6M$7.7M+$98.8K2026-11-02
Addison Advisors LLC
INCREASED81,05779,461+1,596+2%$7.4M$7.7M+$233.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED81,01278,208+2,804+4%$7.3M$7.6K-$7.3M2026-11-02
Concord Asset Management, LLC
INCREASED80,53079,916+614+1%$7.5M$7.6M+$141.1K2026-11-02
Werba Rubin Papier Wealth Management
INCREASED79,15977,823+1,336+2%$7.3M$7.5M+$207.1K2026-11-06
Allworth Financial LP
INCREASED78,23577,310+925+1%$7.2M$7.3M+$86.4K2026-11-06
Bank of Montreal
DECREASED77,804111,788-33,984-30%$10.4M$7.3M-$3.1M2026-11-09
PFG Advisors
INCREASED72,37967,975+4,404+6%$6.3M$6.8M+$486.5K2026-10-16
IFG Advisory, LLC
INCREASED71,43670,903+533+1%$6.6M$6.7M+$124.0K2026-11-09
Apella Capital, LLC
DECREASED70,64073,105-2,465-3%$7.0M$6.6M-$347.9K2026-10-08
Tanglewood Wealth Management, Inc.
DECREASED68,84668,858-120%$6.4M$6.5M+$70.5K2026-10-23
Leavell Investment Management, Inc.
DECREASED66,85769,338-2,481-4%$6.5M$6.3M-$162.1K2026-11-09
EverSource Wealth Advisors, LLC
INCREASED66,64458,753+7,891+13%$5.5M$6.3M+$806.1K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED65,27365,659-386-1%$6.1M$6.2M+$31.9K2026-11-04
Keeler & Nadler Financial Planning & Wealth Management
DECREASED62,72386,451-23,728-27%$8.1M$5.9M-$2.2M2026-10-28
Lodestar Private Asset Management LLC
INCREASED62,17430,655+31,519+103%$2.9M$5.9M+$3.0M2026-10-26
Oppenheimer & Co Inc
INCREASED62,13160,669+1,462+2%$5.7M$5.9M+$201.1K2026-10-26
Parallel Advisors, LLC
INCREASED61,93860,858+1,080+2%$5.7M$5.8M+$165.2K2026-11-03
High Net Worth Advisory Group LLC
DECREASED59,89460,181-2870%$5.6M$5.7M+$35.5K2026-10-26
PDS Planning, Inc
DECREASED59,58060,684-1,104-2%$5.7M$5.6M-$41.2K2026-11-03
Advisors Preferred, LLC
INCREASED57,98435,698+22,286+62%$3.4M$54.8M+$51.4M2026-11-09
Sweeney & Michel, LLC
DECREASED57,46059,360-1,900-3%$5.9M$5.4M-$486.8K2026-10-16
Opus Financial Solutions LLC
DECREASED57,22961,793-4,564-7%$5.8M$5.4M-$366.7K2026-11-06
Studio Investment Management LLC
DECREASED56,61759,718-3,101-5%$5.6M$5.3M-$230.7K2026-10-22
Princeton Global Asset Management LLC
INCREASED54,76154,115+646+1%$5.1M$5.2M+$117.3K2026-10-21
Integrity Alliance, Llc.
INCREASED52,20049,274+2,926+6%$4.6M$4.9M+$327.5K2026-10-29
American Financial & TAX Strategies Inc
INCREASED50,04249,849+193+0%$4.7M$4.7M+$70.1K2026-10-16
Frederick Financial Consultants, LLC
INCREASED49,56444,277+5,287+12%$4.1M$4.7M+$545.3K2026-10-29
MCF Advisors LLC
DECREASED48,54855,829-7,281-13%$5.2M$4.6M-$629.4K2026-10-28
Creative Planning
INCREASED48,35646,305+2,051+4%$4.3M$4.6M+$241.8K2026-11-02
Beacon Financial Planning, Inc
DECREASED44,03746,515-2,478-5%$4.3M$4.2M-$185.7K2026-11-04
HB Wealth Management, LLC
INCREASED43,50338,924+4,579+12%$3.6M$4.1M+$472.8K2026-10-23
Investment Partners, Ltd.
INCREASED42,52621,263+21,263+100%$2.0M$4.0M+$2.0M2026-10-29
Sovran Advisors, LLC
DECREASED41,67543,707-2,032-5%$4.2M$4.1M-$128.5K2026-11-02
Red Mountain Financial, LLC
INCREASED39,82539,428+397+1%$3.7M$3.8M+$78.5K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED38,63243,872-5,240-12%$4.1M$3.6M-$449.1K2026-10-14
United Advisor Group, LLC
DECREASED37,43137,508-770%$3.5M$3.5M+$31.7K2026-11-03
Greg Jennings, LLC
NEW37,068—+37,068——$3.5M—2026-10-19
Strategic Blueprint, LLC
INCREASED36,51735,945+572+2%$3.4M$3.4M+$91.3K2026-10-22
Family Investment Center, Inc.
DECREASED35,21135,744-533-1%$3.3M$3.3M-$13.1K2026-10-19
Whipplewood Advisors, LLC
INCREASED34,84833,159+1,689+5%$3.1M$3.3M+$194.0K2026-10-20
LifeGoal Investments, LLC
INCREASED33,71131,654+2,057+7%$3.0M$3.2M+$227.2K2026-10-09
Infinity Wealth Counsel, LLC
INCREASED33,63032,907+723+2%$3.1M$3.2M+$102.5K2026-10-15
Johnson & White Wealth Management, LLC
INCREASED32,37231,411+961+3%$2.9M$3.1M+$123.4K2026-11-03
Ballast Rock Private Wealth LLC
INCREASED32,23029,410+2,820+10%$2.7M$3.0M+$296.8K2026-10-26
21 West Wealth Management LLC
INCREASED31,88531,802+83+0%$3.0M$3.0M+$40.9K2026-10-13
Vise Technologies, Inc.
INCREASED31,70629,716+1,990+7%$2.8M$3.0M+$218.9K2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED31,69231,200+492+2%$2.9M$3.0M+$78.9K2026-10-13
Long Island Wealth Management, Inc.
INCREASED29,80429,595+209+1%$2.8M$2.8M+$50.5K2026-10-20
Smith Partners Wealth Management, LLC
DECREASED29,52338,210-8,687-23%$3.6M$2.8M-$780.5K2026-11-05
Breakwater Capital Group
INCREASED28,99028,908+82+0%$2.7M$2.7M+$37.8K2026-10-09
Hubbell Strickland Wealth Management, LLC
INCREASED28,75327,524+1,229+4%$2.6M$2.7M+$144.7K2026-10-29
Wealthfront Advisers LLC
DECREASED27,47330,839-3,366-11%$2.9M$2.6M-$285.7K2026-11-09
Junk Investment Group, LLC
INCREASED26,95524,916+2,039+8%$2.3M$2.5M+$218.4K2026-10-19
Professional Financial Advisors, LLC
INCREASED26,82826,407+421+2%$2.5M$2.5M+$67.2K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED26,29531,232-4,937-16%$2.9M$2.5M-$433.7K2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED26,25026,223+27+0%$2.4M$2.5M+$29.9K2026-10-30
Bfsg, LLC
DECREASED25,93726,597-660-2%$2.5M$2.4M-$34.7K2026-10-30
Aspect Partners, LLC
DECREASED25,35627,851-2,495-9%$2.6M$2.4M-$206.6K2026-10-20
Nikulski Financial, Inc.
DECREASED25,33326,188-855-3%$2.4M$2.4M-$53.5K2026-11-06
Dynamic Advisor Solutions LLC
INCREASED25,22823,952+1,276+5%$2.2M$2.4M+$145.4K2026-10-13
PNC Financial Services Group, Inc.
DECREASED24,80524,856-510%$2.3M$2.3M+$21.0K2026-11-06
Integrity Advisory Solutions, LLC
INCREASED24,66518,344+6,321+34%$1.7M$2.3M+$616.0K2026-10-29
M3 Wealth Management, LLC
INCREASED24,21617,325+6,891+40%$1.6M$2.3M+$668.6K2026-11-09
Farther Finance Advisors, LLC
INCREASED23,49221,964+1,528+7%$2.1M$2.2M+$166.9K2026-10-08
Sunburst Financial Group, LLC
DECREASED23,45423,675-221-1%$2.2M$2.2M+$3.7K2026-10-09
Occidental Asset Management, LLC
INCREASED23,16120,477+2,684+13%$1.9M$2.2M+$274.7K2026-11-05
Bahl & Gaynor LLC
DECREASED23,08525,152-2,067-8%$2.3M$2.2M-$169.0K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED23,05625,641-2,585-10%$2.4M$2.2M-$217.5K2026-10-26
Five Pine Wealth Management
DECREASED22,78823,460-672-3%$2.2M$2.2M-$39.0K2026-10-20
Shore Point Advisors, LLC
INCREASED22,48622,428+58+0%$2.1M$2.1M+$28.8K2026-10-14
Centurion Wealth Management LLC
DECREASED22,21023,027-817-4%$2.2M$2.1M-$53.1K2026-10-13
Churchill Financial Advisors, LLC
INCREASED22,19621,409+787+4%$2.0M$2.1M+$96.6K2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED22,06928,468-6,399-22%$2.7M$2.1M-$574.5K2026-10-08
Capital Advisors, Ltd. LLC
DECREASED21,51022,888-1,378-6%$2.1K$2.0K-$1062026-10-27
Eagle Strategies LLC
INCREASED21,19321,100+93+0%$2.0M$2.0M+$30.7K2026-10-16
Fifth Third Bancorp
INCREASED20,35619,589+767+4%$1.8M$1.9M+$92.7K2026-11-05
Decker Retirement Planning Inc.
INCREASED20,02219,573+449+2%$1.8M$1.9M+$62.7K2026-10-19
Park Avenue Securities LLC
DECREASED19,41420,548-1,134-6%$1.9M$1.8K-$1.9M2026-10-26
Granville Capital, Inc.
DECREASED19,25320,203-950-5%$1.9M$1.8M-$68.7K2026-11-05
Finward Bancorp
DECREASED18,81918,864-450%$1.8M$1.8M+$15.4K2026-10-14
Johnson Bixby & Associates, LLC
INCREASED18,50918,506+3+0%$1.7M$1.7M+$19.5K2026-10-14
Trust Co of Vermont
UNCHANGED18,29018,29000%$1.7M$1.7M+$19.0K2026-10-21
Hendershot Investments Inc.
DECREASED17,88518,076-191-1%$1.7M$1.7M+$7652026-11-05
Fullerton Advisors, LLC
INCREASED17,42717,348+79+0%$1.6M$1.6M+$25.6K2026-10-14
Chicago Partners Investment Group LLC
DECREASED17,01817,180-162-1%$1.6M$1.7M+$53.1K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED16,58316,689-106-1%$1.6M$1.6M+$7.4K2026-11-03
CWS Financial Advisors, LLC
DECREASED16,13016,748-618-4%$1.6M$1.5M-$40.9K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED16,0589,778+6,280+64%$913.1K$1.5M+$603.1K2026-10-16
Heritage Wealth Management, Inc.
INCREASED15,97411,022+4,952+45%$1.0M$1.5M+$479.0K2026-10-28
TritonPoint Partners, LLC
UNCHANGED15,77015,77000%$1.5M$1.5M+$16.4K2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED15,77015,77000%$1.5M$1.5M+$16.4K2026-10-19
Atria Investments, Inc
INCREASED15,71415,030+684+5%$1.4M$1.5M+$80.2K2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED15,70017,600-1,900-11%$1.6M$1.5M-$161.1K2026-11-03
Financial Planning Hawaii, Inc.
INCREASED15,69615,210+486+3%$1.4M$1.5M+$61.6K2026-10-13
Verdence Capital Advisors LLC
NEW15,518—+15,518——$1.5M—2026-10-26
DeLarme Wealth Management, Inc.
DECREASED14,88715,047-160-1%$1.4M$1.4M+$5422026-10-30
Breakwater Investment Management
DECREASED14,76914,788-190%$1.4M$1.4M+$13.6K2026-10-20
Formidable Asset Management, LLC
INCREASED14,68713,332+1,355+10%$1.2M$1.4M+$192.1K2026-11-03
Compound Planning, Inc.
INCREASED14,68214,440+242+2%$1.3M$1.4M+$37.9K2026-11-09
Canandaigua National Bank & Trust Co
DECREASED14,67115,139-468-3%$1.4M$1.4M-$28.4K2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED14,60315,011-408-3%$1.4M$1.4M-$22.9K2026-10-16
Parcion Private Wealth LLC
UNCHANGED13,93213,93200%$1.3M$1.3M+$14.5K2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED13,87013,847+23+0%$1.3M$1.3M+$16.5K2026-10-15
Barry Investment Advisors, LLC
DECREASED13,02017,763-4,743-27%$1.7M$1.2M-$429.4K2026-10-14
Heritage Trust Co
UNCHANGED12,97512,97500%$1.2M$1.2M+$13.5K2026-11-09
Avestar Capital, LLC
DECREASED12,67212,710-380%$1.2M$1.2M+$9.6K2026-10-28
Trueblood Wealth Management, LLC
DECREASED12,60912,615-60%$1.2M$1.2M+$12.6K2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED12,60314,925-2,322-16%$1.4M$1.2M-$203.8K2026-11-05
Warner Financial, Inc
INCREASED12,58312,568+15+0%$1.2M$1.2M+$14.5K2026-11-06
Segment Wealth Management, LLC
INCREASED12,47312,463+10+0%$1.2M$1.2M+$13.9K2026-10-26
Meitav Investment House LTD
INCREASED12,2118,932+3,279+37%$833.6K$1.2M+$318.5K2026-10-28
Rockingstone Advisors LLC
UNCHANGED12,09312,09300%$1.1M$1.1M+$12.6K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED11,96312,281-318-3%$1.1M$1.1M-$17.3K2026-11-06
Patten Group, Inc.
DECREASED11,96112,175-214-2%$1.1M$1.1M-$7.5K2026-10-26
US Bancorp \de\
INCREASED11,6027,162+4,440+62%$668.8K$1.1M+$426.7K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED11,28612,377-1,091-9%$1.2M$1.1M-$90.1K2026-10-20
Capital Investment Advisors, LLC
INCREASED10,78410,735+49+0%$1.0M$1.0M+$15.8K2026-10-22
BLB&B Advisors, LLC
UNCHANGED10,68810,68800%$998.1K$1.0M+$11.1K2026-10-27
Omni 360 Wealth, Inc.
INCREASED10,67410,475+199+2%$978.2K$1.0M+$29.7K2026-10-13
Blossom Wealth Management
INCREASED10,66710,278+389+4%$959.8K$1.0M+$47.4K2026-11-03
Capital Square, LLC
DECREASED10,64312,467-1,824-15%$1.2M$1.0M-$178.6K2026-10-19
Lido Advisors, LLC
INCREASED10,50410,311+193+2%$962.8K$991.8K+$28.9K2026-11-04
Clearstead Advisors, LLC
UNCHANGED10,43110,43100%$974.0K$984.9K+$10.8K2026-11-06
Mraz, Amerine & Associates, Inc.
UNCHANGED10,38410,38400%$969.7K$980.5K+$10.8K2026-10-30
Good Harbor Advisors, Inc.
INCREASED10,3159,918+397+4%$926.2K$974.0K+$47.8K2026-10-20
Cornerstone National Bank & Trust Co
INCREASED9,9379,010+927+10%$843.2K$932.6K+$89.4K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED9,7099,70900%$906.6K$916.7K+$10.1K2026-10-21
Barclays PLC
INCREASED9,0505,440+3,610+66%$508.0K$854.5K+$346.5K2026-11-06
Central Trust Co
UNCHANGED8,9718,97100%$837.7K$847.0K+$9.3K2026-11-05
Accretive Wealth Partners, LLC
INCREASED8,9638,261+702+9%$771.4K$846.3K+$74.9K2026-11-06
City State Bank
INCREASED8,9238,845+78+1%$825.9K$842.5K+$16.6K2026-10-20
Asset One Wealth Management LLC
DECREASED8,80329,538-20,735-70%$2.8M$831.2K-$2.0M2026-11-02
Keudell ison Wealth Management
INCREASED8,7588,477+281+3%$791.6K$826.9K+$35.3K2026-10-16
StoneX Group Inc.
INCREASED8,6592,641+6,018+228%$246.6K$829.1K+$582.5K2026-11-03
Summit Wealth Group LLC / Co
INCREASED8,6018,217+384+5%$767.3K$812.1K+$44.8K2026-10-29
Merit Financial Group, LLC
INCREASED8,5557,038+1,517+22%$657.2K$807.8K+$150.6K2026-11-06
Bessemer Group Inc
UNCHANGED8,4248,42400%$787.0K$795-$786.2K2026-11-09
Brandywine OAK Private Wealth LLC
UNCHANGED8,4088,40800%$785.1K$793.9K+$8.7K2026-10-23
StrongBox Wealth, LLC
DECREASED8,3719,156-785-9%$855.0K$790.4K-$64.6K2026-11-02
Koshinski Asset Management, Inc.
INCREASED8,2508,248+2+0%$770.2K$779.0K+$8.8K2026-10-29
Destiny Wealth Partners, LLC
NEW8,245—+8,245——$816.0K—2026-11-05
Joel Isaacson & Co., LLC
INCREASED8,2157,372+843+11%$688.4K$775.6K+$87.2K2026-11-05
Nilsine Partners, LLC
NEW8,150—+8,150——$769.5K—2026-11-02
HBK Sorce Advisory LLC
DECREASED8,1498,309-160-2%$816.7K$802.6K-$14.1K2026-11-06
Artesa Financial Group, LLC
DECREASED7,9228,330-408-5%$777.8K$748.0K-$29.8K2026-10-29
HUB Investment Partners, LLC
INCREASED7,8556,806+1,049+15%$635.6K$741.6K+$106.1K2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED7,8427,762+80+1%$724.8K$740.5K+$15.7K2026-10-29
Kraft, Davis & Associates, LLC
UNCHANGED7,8097,80900%$735.2K$751.9K+$16.7K2026-10-21
Kaydan Wealth Management, Inc.
INCREASED7,7897,597+192+3%$709.4K$735.4K+$26.0K2026-10-08
Sigma Planning Corp
INCREASED7,5076,978+529+8%$651.6K$708.9K+$57.3K2026-10-23
Turner Financial Group, Inc.
DECREASED7,2387,636-398-5%$713.1K$683.4K-$29.7K2026-11-09
Affinity Capital Advisors, LLC
INCREASED7,0366,155+881+14%$588.2K$665.7K+$77.4K2026-10-13
Avaii Wealth Management, LLC
DECREASED6,9357,159-224-3%$668.6K$655.7K-$12.8K2026-10-09
Evergreen Capital Management LLC
INCREASED6,8895,566+1,323+24%$519.7K$650.4K+$130.7K2026-10-23
Annis Gardner Whiting Capital Advisors, LLC
UNCHANGED6,7006,70000%$625.6K$632.6K+$7.0K2026-11-09
Parker Financial LLC
UNCHANGED6,6246,62400%$618.6K$625.4K+$6.9K2026-11-05
Ballast Financial Advisors LLC
DECREASED6,5776,689-112-2%$624.6K$621.0K-$3.6K2026-10-26
Garde Capital, Inc.
UNCHANGED6,4446,44400%$601.7K$608.4K+$6.7K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED6,3493,049+3,300+108%$284.7K$599.5K+$314.8K2026-10-23
Investment Management Trust, LLC
INCREASED6,3106,280+30+0%$586.5K$595.8K+$9.3K2026-11-05
Lanark Financial, Inc.
DECREASED6,2686,293-250%$587.6K$591.8K+$4.2K2026-10-26
Savant Capital, LLC
DECREASED6,15411,645-5,491-47%$1.1M$581.0K-$490.9K2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW6,111—+6,111——$577.0K—2026-10-16
Perigon Wealth Management, LLC
UNCHANGED6,0886,08800%$568.5K$574.9K+$6.3K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED6,0496,050-10%$564.9K$571.2K+$6.3K2026-11-05
NorthLanding Financial Partners, LLC
INCREASED5,9645,936+28+0%$554.3K$563.1K+$8.8K2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED5,8425,84200%$545.5K$551.6K+$6.1K2026-10-07
Davenport & Co LLC
DECREASED5,6765,834-158-3%$544.8K$535.9K-$8.9K2026-10-14
Cullen T Bankers, Inc.
INCREASED5,6401,305+4,335+332%$121.8K$532.5K+$410.7K2026-10-28
Sowell Financial Services LLC
DECREASED5,5735,621-48-1%$524.9K$526.2K+$1.3K2026-10-23
Insight Wealth Strategies, LLC
DECREASED5,4385,523-85-2%$516.8K$513.5K-$3.3K2026-10-09
Landaas & Co
UNCHANGED5,4075,40700%$504.9K$510.5K+$5.6K2026-10-29
TD Waterhouse Canada Inc.
INCREASED5,3564,905+451+9%$459.0K$502.6K+$43.7K2026-10-16
Navalign, LLC
DECREASED5,3365,933-597-10%$554.0K$503.8K-$50.2K2026-11-09
BOS Asset Management, LLC
UNCHANGED5,3335,33300%$498.0K$503.5K+$5.5K2026-10-09
Stokes Capital Advisors, LLC
INCREASED5,0982,368+2,730+115%$221.1K$481.4K+$260.2K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED4,9994,580+419+9%$427.6K$472.0K+$44.4K2026-10-21
Murphy Pohlad Asset Management LLC
INCREASED4,9204,043+877+22%$377.5K$464.5K+$87.0K2026-10-22
Greykasell Wealth Strategies, Inc.
UNCHANGED4,8294,82900%$450.9K$456.0K+$5.0K2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED4,8144,81400%$449.5K$454.5K+$5.0K2026-11-03
Root Financial Partners, LLC
INCREASED4,7773,726+1,051+28%$348.0K$451.1K+$103.1K2026-10-21
LJI Wealth Management, LLC
UNCHANGED4,7104,71000%$439.8K$444.7K+$4.9K2026-10-28
Level Four Advisory Services, LLC
UNCHANGED4,7064,70600%$439.4K$444.3K+$4.9K2026-11-06
GreatBanc Trust Co
INCREASED4,7053,550+1,155+33%$331.5K$444.2K+$112.7K2026-11-04
GuidedMoney, LLC
UNCHANGED4,5404,54000%$423.9K$428.7K+$4.7K2026-10-29
Galvin, Gaustad & Stein, LLC
INCREASED4,5024,498+4+0%$420.0K$425.2K+$5.1K2026-10-08
Meridian Financial Advisors, LLC
INCREASED4,4244,399+25+1%$410.7K$417.7K+$7.0K2026-10-14
Victory Financial Group, LLC
DECREASED4,3164,444-128-3%$415.0K$407.5K-$7.5K2026-10-27
Friday Financial
INCREASED4,2023,753+449+12%$357.5K$394.4K+$36.8K2026-10-09
Mesirow Financial Investment Management, Inc.
NEW4,200—+4,200——$396.6K—2026-11-05
Kathmere Capital Management, LLC
UNCHANGED4,1874,18700%$391.0K$395.3K+$4.4K2026-10-20
Asempa Wealth Advisors
DECREASED4,1716,729-2,558-38%$628.4K$391.5K-$236.9K2026-10-07
Geneos Wealth Management Inc.
INCREASED4,0973,641+456+13%$340.0K$386.9K+$46.9K2026-11-09
Cedarwood Wealth LLC
INCREASED4,0814,045+36+1%$377.8K$385.3K+$7.6K2026-11-09
Columbia Advisory Partners LLC
DECREASED4,0675,004-937-19%$467.3K$384.0K-$83.3K2026-10-15
Belpointe Asset Management LLC
INCREASED4,0584,050+8+0%$378.2K$383.2K+$4.9K2026-11-09
True Private Wealth Advisors
UNCHANGED4,0544,05400%$378.6K$382.8K+$4.2K2026-10-19
Aspen Investment Management Inc
DECREASED3,9053,917-120%$366$369+$32026-11-05
Sun Group Wealth Partners
DECREASED3,8144,198-384-9%$392.0K$360.1K-$31.9K2026-10-26
AlphaCore Capital LLC
INCREASED3,7303,728+2+0%$348.1K$352.2K+$4.0K2026-11-04
Paragon Capital Management Ltd
INCREASED3,6543,653+1+0%$341.2K$345.0K+$3.8K2026-10-09
CoreCap Advisors, LLC
INCREASED3,6333,406+227+7%$318.1K$343.0K+$25.0K2026-10-08
KMG Fiduciary Partners, LLC
UNCHANGED3,5793,57900%$334.2K$337.9K+$3.7K2026-10-14
tru Independence LLC
INCREASED3,5563,545+11+0%$331.0K$335.7K+$4.7K2026-10-20
Summit Global Investments
INCREASED3,5073,441+66+2%$321.0K$331-$320.7K2026-10-28
Nations Financial Group Inc,
INCREASED3,4373,315+122+4%$309.6K$324.6K+$15.0K2026-11-05
Wealth Analytics Partners, LLC
DECREASED3,4303,665-235-6%$348.5K$323.8K-$24.7K2026-10-19
Aspiriant, LLC
INCREASED3,3752,277+1,098+48%$212.6K$318.7K+$106.0K2026-10-16
Beacon Investment Advisory Services, Inc.
DECREASED3,3453,440-95-3%$321.3K$315.9K-$5.4K2026-10-13
Pinnacle Bancorp, Inc.
INCREASED3,3383,224+114+4%$301.1K$315.2K+$14.1K2026-10-21
IFP Advisors, Inc
DECREASED3,3363,710-374-10%$346.4K$315.0K-$31.5K2026-10-16
Coldstream Capital Management Inc
UNCHANGED3,2563,25600%$304.0K$307.4K+$3.4K2026-11-09
Sepio Capital, LP
INCREASED3,2543,252+2+0%$303.7K$307.3K+$3.6K2026-10-22
SeaCrest Wealth Management, LLC
INCREASED3,2532,271+982+43%$212.0K$307.2K+$95.1K2026-10-21
Private Trust Co NA
UNCHANGED3,2403,24000%$302.6K$305.9K+$3.4K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED3,2173,214+3+0%$300.1K$303.8K+$3.7K2026-10-19
Curated Wealth Partners LLC
NEW3,215—+3,215——$303.6K—2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED3,1966,348-3,152-50%$592.8K$301.8K-$291.0K2026-10-13
RFG Advisory, LLC
NEW3,195—+3,195——$301.6K—2026-11-03
International Assets Investment Management, LLC
DECREASED3,1703,235-65-2%$302.7K$297.5K-$5.2K2026-11-02
Marino, Stram & Associates LLC
UNCHANGED3,1433,14300%$293.5K$296.8K+$3.3K2026-10-22
Sapient Capital LLC
INCREASED3,1312,870+261+9%$268.0K$295.6K+$27.6K2026-10-08
Martin Capital Partners, LLC
INCREASED3,1143,058+56+2%$285.6K$294.0K+$8.5K2026-10-07
CGN Advisors LLC
DECREASED2,9973,203-206-6%$299.1K$283.0K-$16.1K2026-10-21
Apollon Wealth Management, LLC
INCREASED2,9502,724+226+8%$254.4K$278.5K+$24.2K2026-10-23
Roble, Belko & Company, Inc
UNCHANGED2,9032,90300%$271.0K$274-$270.7K2026-11-09
King Luther Capital Management Corp
UNCHANGED2,9002,90000%$270.8K$273.8K+$3.0K2026-11-05
Wealthcare Capital Partners, LLC
INCREASED2,8852,602+283+11%$243.0K$272.4K+$29.4K2026-10-21
Crescent Grove Advisors, LLC
UNCHANGED2,8502,85000%$266.1K$269.1K+$3.0K2026-10-21
Triad Wealth Partners, LLC
DECREASED2,8323,295-463-14%$321.0K$267.4K-$53.6K2026-10-26
Valley Forge Investment Consultants Inc ADV
UNCHANGED2,8262,82600%$263.9K$266.8K+$2.9K2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED2,8252,82500%$263.8K$266.7K+$2.9K2026-11-02
Grove Street Fiduciary, LLC
UNCHANGED2,8142,81400%$262.8K$265.7K+$2.9K2026-10-13
Robertson Stephens Wealth Management, LLC
NEW2,796—+2,796——$264.0K—2026-10-16
Nvest Wealth Strategies, Inc.
DECREASED2,7852,833-48-2%$264.5K$263.0K-$1.6K2026-10-14
Bestgate Wealth Advisors, LLC
DECREASED2,7513,099-348-11%$289.4K$259.7K-$29.6K2026-10-13
Prosperity Financial Group, Inc.
INCREASED2,7452,720+25+1%$254.0K$259.2K+$5.2K2026-10-29
Pekin Hardy Strauss, Inc.
UNCHANGED2,7002,70000%$252.1K$254.9K+$2.8K2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED2,5962,283+313+14%$215.7K$243.8K+$28.1K2026-10-13
Unique Wealth, LLC
UNCHANGED2,5912,59100%$241.9K$244.6K+$2.7K2026-10-16
AdvisorNet Financial, Inc
UNCHANGED2,5602,56000%$239.1K$243.6K+$4.5K2026-10-15
Brighton Jones LLC
DECREASED2,5542,558-40%$238.8K$241.2K+$2.3K2026-11-03
Silverlake Wealth Management LLC
INCREASED2,5292,521+8+0%$235.4K$238.8K+$3.4K2026-10-21
Harpswell Capital Advisors, LLC
UNCHANGED2,5002,50000%$233.5K$236.1K+$2.6K2026-10-09
Clark Asset Management, LLC
UNCHANGED2,4692,46900%$230.6K$233.1K+$2.6K2026-10-19
Penobscot Wealth Management
INCREASED2,4562,452+4+0%$229.0K$231.9K+$2.9K2026-10-21
Capstone Wealth Management Group, Inc.
INCREASED2,4482,437+11+0%$227.5K$231.2K+$3.6K2026-10-19
Crusonia Wealth Advisors LLC
UNCHANGED2,3842,38400%$222.6K$225.1K+$2.5K2026-10-26
Private Management Group Inc
UNCHANGED2,3822,38200%$222.4K$224.9K+$2.5K2026-11-04
Brookstone Capital Management
DECREASED2,3732,688-315-12%$251.0K$224.1K-$26.9K2026-10-22
Mascagni Wealth Management, Inc.
INCREASED2,3712,369+2+0%$221.2K$223.9K+$2.7K2026-10-23
Arista Wealth Management, LLC
UNCHANGED2,3642,36400%$220.8K$223.2K+$2.5K2026-10-29
Mission Wealth Management, LP
DECREASED2,35216,960-14,608-86%$1.6M$222.1K-$1.4M2026-10-15
Paladin Advisory Group, LLC
UNCHANGED2,3512,35100%$219.5K$222.0K+$2.4K2026-11-09
SBK Financial, Inc.
UNCHANGED2,3332,33300%$217.9K$220.3K+$2.4K2026-11-02
Equity Wealth Partners, LLC
DECREASED2,3322,335-30%$218.0K$220.2K+$2.1K2026-10-26
Principle Wealth Partners LLC
DECREASED2,3222,323-10%$216.9K$219.3K+$2.4K2026-11-02
Scott Capital Advisors, LLC
INCREASED2,2982,295+3+0%$214.3K$215.3K+$1.0K2026-10-13
Retiremitten Financial LLC
NEW2,281—+2,281——$223.8K—2026-11-05
Farrell Financial LLC
INCREASED2,2792,272+7+0%$212.1K$215.2K+$3.0K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED2,2702,375-105-4%$221.8K$214.3K-$7.4K2026-10-30
Strathmore Capital Advisors, Inc.
DECREASED2,2242,433-209-9%$231.0K$217.1K-$14.0K2026-11-09
Great Valley Advisor Group, Inc.
INCREASED2,2232,159+64+3%$202.0K$209.8K+$7.8K2026-11-09
Ground Swell Capital, LLC
NEW2,217—+2,217——$209.3K—2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW2,178—+2,178——$205.6K—2026-10-27
Fifth Third Securities, Inc.
DECREASED2,1272,214-87-4%$206.7K$200.8K-$5.9K2026-10-21
Parkside Financial Bank & Trust
DECREASED1,9292,480-551-22%$231.6K$182.1K-$49.4K2026-10-27
William Mack & Associates, Inc.
DECREASED1,5423,150-1,608-51%$294.1K$145.6K-$148.6K2026-10-27
Archer Investment Corp
INCREASED1,4891,132+357+32%$105.7K$140.6K+$34.9K2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED1,3971,395+2+0%$130.3K$131.9K+$1.6K2026-10-19
Harbour Investments, Inc.
DECREASED1,2532,952-1,699-58%$275.6K$118.3K-$157.3K2026-11-09
Blue Trust, Inc.
INCREASED1,1961,184+12+1%$110.5K$112.9K+$2.3K2026-10-15
Piscataqua Savings Bank
UNCHANGED1,1341,13400%$105.9K$107.1K+$1.2K2026-10-21
Russell Investments Group, Ltd.
INCREASED1,109109+1,000+917%$10.2K$104.8K+$94.6K2026-11-06
Rossby Financial, LCC
INCREASED1,0901,086+4+0%$101.4K$102.9K+$1.5K2026-11-05
First Horizon Corp
UNCHANGED1,0881,08800%$101.6K$102.7K+$1.1K2026-10-26
Chilton Capital Management LLC
NEW1,075—+1,075——$101.5K—2026-10-28
Larson Financial Group LLC
INCREASED982449+533+119%$42.0K$92.7K+$50.7K2026-11-05
GK Wealth Management LLC
NEW980—+980——$92.6K—2026-10-09
Assetmark, Inc
INCREASED952943+9+1%$88.1K$89.9K+$1.8K2026-10-21
Asset Dedication, LLC
NEW942—+942——$88.9K—2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED912990-78-8%$92.4K$86.1K-$6.3K2026-10-27
GHP Investment Advisors, Inc.
INCREASED904901+3+0%$84.1K$85.4K+$1.3K2026-10-15
Strive Financial Group,LLC
UNCHANGED80380300%$75.0K$75.8K+$8352026-11-09
CX Institutional
INCREASED767764+3+0%$71$72+$12026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED72672600%$67.8K$68.5K+$7552026-10-14
Trust Co of Toledo NA
UNCHANGED72172100%$67.3K$68.1K+$7502026-10-16
North Star Investment Management Corp.
UNCHANGED72072000%$67.2K$68.0K+$7482026-10-27
Hickory Point Bank & Trust
UNCHANGED66566500%$62.1K$62.8K+$6912026-10-01
Hamilton Point Investment Advisors, LLC
UNCHANGED61061000%$57.0K$57.6K+$6342026-11-03
RMG Wealth Management LLC
UNCHANGED46246200%$45.9K$45.6K-$2452026-10-26
Key FInancial Inc
UNCHANGED43543500%$40.6K$41.1K+$4532026-11-02
Triumph Capital Management
UNCHANGED38338300%$35.8K$36.2K+$3992026-10-14
Mather Group, Llc.
INCREASED341340+1+0%$31.8K$32.2K+$4272026-10-14
First Command Advisory Services, Inc.
NEW300—+300——$28.3K—2026-11-05
Laurel Wealth Advisors LLC
NEW250—+250——$23.6K—2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED25025000%$23.3K$23.6K+$2602026-10-07
Mainstream Capital Management LLC
NEW244—+244——$23.0K—2026-10-23
Friedenthal Financial
NEW244—+244——$23.0K—2026-10-27
Owl Creek Wealth Partners LLC
INCREASED243242+1+0%$22.6K$23.0K+$3602026-10-20
Davis Capital Management
UNCHANGED23923900%$22.3K$22.6K+$2482026-10-08
IAG Wealth Partners, LLC
UNCHANGED23423400%$21.9K$22.1K+$2432026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED21121100%$19.7K$19.9K+$2202026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED20020000%$18.7K$18.9K+$2082026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED19919900%$18.6K$18.8K+$2072026-10-27
Evermay Wealth Management LLC
NEW192—+192——$18.1K—2026-11-05
Richardson Capital Management LLC
UNCHANGED18618600%$17.4K$17.6K+$1942026-10-23
Pacifica Partners Inc.
UNCHANGED17717700%$16.8K$16.6K-$1962026-10-09
Ashurst Perkins Coie Trust Co
UNCHANGED15915900%$14.8K$15.0K+$1652026-10-15
Ascentis Independent Advisors
NEW147—+147——$13.9K—2026-11-03
Downshift Financial, LLC
NEW137—+137——$12.9K—2026-10-13
Montag A & Associates Inc
NEW131—+131——$12.4K—2026-10-29
Fiduciary Advisors, Inc.
UNCHANGED13113100%$12.2K$12.4K+$1372026-10-16
N.E.W. Advisory Services LLC
INCREASED129128+1+1%$11.9K$12.1K+$1902026-11-09
Signaturefd, LLC
UNCHANGED11911900%$11.1K$11.2K+$1242026-10-23
Burk Holdings LLC
UNCHANGED11011000%$10.3K$10.4K+$1142026-11-05
Armstrong Advisory Group, Inc
UNCHANGED10410400%$9.7K$9.8K+$1082026-10-09
Abound Wealth Management
INCREASED8278+4+5%$7.3K$7.8K+$4602026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED818100%$7.6K$7.6K+$852026-10-07
Hantz Financial Services, Inc.
UNCHANGED777700%$7$7$02026-11-09
Creative Financial Designs Inc
UNCHANGED757500%$7.0K$7.1K+$1112026-11-04
Salomon & Ludwin, LLC
UNCHANGED737300%$6.8K$6.9K+$622026-10-29
Caldwell Sutter Capital, Inc.
INCREASED6535+30+86%$3.3K$6.1K+$2.9K2026-11-09
Lodestone Wealth Management LLC
UNCHANGED575700%$5.3K$5.4K+$702026-10-14
CNB Bank
UNCHANGED515100%$4.8K$4.8K+$532026-11-09
Reap Financial Group, LLC
UNCHANGED454500%$4.2K$4.3K+$672026-11-02
Valley National Advisers Inc
UNCHANGED444400%$4.1K$4.2K+$462026-10-23
McCarley & Cook Financial Planners
UNCHANGED363600%$3.4K$3.4K+$372026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED2423+1+4%$2.2K$2.2K+$352026-10-23
Sunrise Financial Services, LLC
DECREASED14133-119-89%$12.4K$1.3K-$11.1K2026-10-21
Prudent Man Investment Management, Inc.
UNCHANGED111100%$1.0K$1.0K+$332026-11-03
Networth Advisors, LLC
UNCHANGED5500%$470$477+$72026-11-03
Beacon Financial Strategies Corp
UNCHANGED3300%$251$255+$42026-10-14
Plante Moran Financial Advisors, LLC
DECREASED1510-509-100%$47.6K$95-$47.5K2026-11-04
TD Private Client Wealth LLC
UNCHANGED1100%$99$100+$12026-10-28
Cornerstone Advisors Asset Management, LLC
CLOSED077,161-77,161-100%$7.2M$0-$7.2M2026-11-06
OMC Financial Services LTD
CLOSED035,740-35,740-100%$3.3M$0-$3.3M2026-10-19
TBH Global Asset Management, LLC
CLOSED017,729-17,729-100%$1.7M$0-$1.7M2026-11-03
InTrack Investment Management Inc
CLOSED05,690-5,690-100%$531.3K$0-$531.3K2026-10-15
Citizens Business Bank
CLOSED03,965-3,965-100%$370.3K$0-$370.3K2026-11-09
Squarepoint Ops LLC
CLOSED03,953-3,953-100%$369.1K$0-$369.1K2026-11-09
Western Wealth Management, LLC
CLOSED02,760-2,760-100%$257.7K$0-$257.7K2026-11-09
Andina Capital Management, LLC
CLOSED02,718-2,718-100%$253.8K$0-$253.8K2026-10-21
Squire Investment Management Company, LLC
CLOSED02,709-2,709-100%$253.0K$0-$253.0K2026-11-03
Kestra Investment Management, LLC
CLOSED02,517-2,517-100%$235.0K$0-$235.0K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED02,421-2,421-100%$226.1K$0-$226.1K2026-10-26
Donalies Financial Planning, LLC
CLOSED02,307-2,307-100%$215.5K$0-$215.5K2026-10-19
Portfolio Resources Advisor Group, Inc.
CLOSED02,147-2,147-100%$200.5K$0-$200.5K2026-10-20
Midway Capital Research & Management
CLOSED01,106-1,106-100%$103.3K$0-$103.3K2026-10-20
Institute for Wealth Management, Llc.
CLOSED0558-558-100%$52.1K$0-$52.1K2026-11-06
Heritage Wealth Advisors
CLOSED0502-502-100%$46.9K$0-$46.9K2026-11-09
Salem Investment Counselors Inc
CLOSED0307-307-100%$28.7K$0-$28.7K2026-10-13
Coastline Trust Co
CLOSED0301-301-100%$28.1K$0-$28.1K2026-10-01
Gill Capital Partners, LLC
CLOSED097-97-100%$9.1K$0-$9.1K2026-10-13
Noble Wealth Management PBC
CLOSED095-95-100%$8.9K$0-$8.9K2026-10-01
American National Bank & Trust
CLOSED080-80-100%$7.5K$0-$7.5K2026-10-07
LifeSteps Financial, Inc.
CLOSED015-15-100%$1.4K$0-$1.4K2026-10-15
EP Wealth Advisors, LLC
N/A—8,253,048-8,253,048-100%$770.7M———
Morgan Stanley
N/A—5,664,422-5,664,422-100%$528.9M———
Bank of America Corp
N/A—3,327,511-3,327,511-100%$310.7M———
Jones Financial Companies Lllp
N/A—1,840,928-1,840,928-100%$171.2M———
Wells Fargo & Company
N/A—1,396,128-1,396,128-100%$130.4M———
Envestnet Asset Management Inc
N/A—826,631-826,631-100%$77.2M———
Raymond James Financial Inc
N/A—772,641-772,641-100%$72.1M———
Royal Bank of Canada
N/A—719,307-719,307-100%$67.2M———
UBS Group AG
N/A—662,305-662,305-100%$61.8M———
Captrust Financial Advisors
N/A—486,689-486,689-100%$45.4M———
American Financial Advisors, LLC
N/A—467,369-467,369-100%$43.6M———
SCS Capital Management LLC
N/A—453,606-453,606-100%$42.4M———
Cetera Investment Advisers
N/A—442,685-442,685-100%$41.3M———
NewEdge Advisors, LLC
N/A—366,196-366,196-100%$34.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—311,596-311,596-100%$29.1M———
Mariner, LLC
N/A—309,736-309,736-100%$28.9M———
Janney Montgomery Scott LLC
N/A—288,295-288,295-100%$26.9M———
Ameriprise Financial Inc
N/A—280,744-280,744-100%$26.2M———
VeraBank, N.A.
N/A—256,504-256,504-100%$24.0M———
MML Investors Services, LLC
N/A—234,434-234,434-100%$21.9M———
Peapack Gladstone Financial Corp
N/A—228,049-228,049-100%$21.3M———
Goldman Sachs Group Inc
N/A—213,810-213,810-100%$20.0M———
Stifel Financial Corp
N/A—206,356-206,356-100%$19.3M———
Northwestern Mutual Wealth Management Co
N/A—205,462-205,462-100%$19.2M———
Osaic Holdings, Inc.
N/A—188,295-188,295-100%$17.6M———
Baird Financial Group, Inc.
N/A—183,119-183,119-100%$17.1M———
Natixis Advisors, LLC
N/A—160,976-160,976-100%$15.0M———
Rockefeller Capital Management L.P.
N/A—152,517-152,517-100%$14.2M———
Jane Street Group, LLC
N/A—138,686-138,686-100%$13.0M———
Swan Capital LLC
N/A—134,663-134,663-100%$12.6M———
Mercer Global Advisors Inc
N/A—129,548-129,548-100%$12.1M———
Steward Partners Investment Advisory, LLC
N/A—128,156-128,156-100%$12.0M———
Rothschild Wealth LLC
N/A—125,071-125,071-100%$11.7M———
Betterment LLC
N/A—108,838-108,838-100%$10.2M———
Cresset Asset Management, LLC
N/A—108,402-108,402-100%$10.1M———
Goldstone Financial Group, LLC
N/A—106,460-106,460-100%$9.9M———
Cerity Partners LLC
N/A—102,162-102,162-100%$9.5M———
Bcgm Wealth Management, LLC
N/A—91,367-91,367-100%$8.5M———
Clarion Wealth Managment Partners, LLC
N/A—89,143-89,143-100%$8.3M———
JPMorgan Chase & Co
N/A—86,949-86,949-100%$8.1M———
Cary Street Partners Financial LLC
N/A—86,261-86,261-100%$8.1M———
Genesis Wealth Advisors, LLC
N/A—80,470-80,470-100%$7.5M———
Smith, Moore & Co.
N/A—75,500-75,500-100%$7.1M———
Blair William & Co
N/A—75,207-75,207-100%$7.0M———
Vance Wealth, LLC
N/A—67,596-67,596-100%$6.3M———
HighTower Advisors, LLC
N/A—61,514-61,514-100%$5.7M———
Equitable Holdings, Inc.
N/A—61,270-61,270-100%$5.7M———
Advisory Services Network, LLC
N/A—59,968-59,968-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—58,682-58,682-100%$5.5M———
J. Mark Nickell & Co.
N/A—55,320-55,320-100%$5.2M———
NCM Capital Management, LLC
N/A—54,868-54,868-100%$5.1M———
Flow Traders U.S. LLC
N/A—53,720-53,720-100%$5.0M———
Bristlecone Value Partners, LLC
N/A—51,562-51,562-100%$4.8M———
Beacon Pointe Advisors, LLC
N/A—48,266-48,266-100%$4.5M———
Gotham Asset Management, LLC
N/A—46,941-46,941-100%$4.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—46,904-46,904-100%$4.4M———
ST Germain D J Co Inc
N/A—46,650-46,650-100%$4.4M———
BFC Planning, Inc.
N/A—43,778-43,778-100%$4.1M———
Sanctuary Advisors, LLC
N/A—43,214-43,214-100%$4.0M———
EQ Wealth Advisors, LLC
N/A—42,040-42,040-100%$3.9M———
FAS Wealth Partners, Inc.
N/A—40,374-40,374-100%$3.8M———
FMR LLC
N/A—39,901-39,901-100%$3.7M———
Ameritas Advisory Services, LLC
N/A—39,844-39,844-100%$3.7M———
Modern Wealth Management, LLC
N/A—39,721-39,721-100%$3.7M———
Tobias Financial Advisors, Inc.
N/A—39,684-39,684-100%$3.7M———
Franklin Resources Inc
N/A—39,136-39,136-100%$3.7M———
Stokes Family Office, LLC
N/A—38,741-38,741-100%$3.6M———
Sound View Wealth Advisors Group, LLC
N/A—36,818-36,818-100%$3.4M———
Cahill Financial Advisors Inc
N/A—36,416-36,416-100%$3.4M———
Private Advisor Group, LLC
N/A—35,890-35,890-100%$3.4M———
JT Stratford LLC
N/A—35,203-35,203-100%$3.3M———
Waverly Advisors, LLC
N/A—34,324-34,324-100%$3.2M———
Magnolia Capital Advisors LLC
N/A—34,233-34,233-100%$3.2M———
FreeGulliver LLC
N/A—34,046-34,046-100%$3.2M———
Kingsview Wealth Management, LLC
N/A—33,999-33,999-100%$3.2M———
Focus Partners Advisor Solutions, LLC
N/A—33,903-33,903-100%$3.2M———
Daniel Investment Group, Inc.
N/A—33,096-33,096-100%$3.1M———
AQR Capital Management LLC
N/A—32,053-32,053-100%$3.0M———
CreativeOne Wealth, LLC
N/A—31,712-31,712-100%$3.0M———
Arrowroot Family Office, LLC
N/A—31,131-31,131-100%$2.9M———
Quantinno Capital Management LP
N/A—31,029-31,029-100%$2.9M———
Wescap Management Group, Inc.
N/A—29,876-29,876-100%$2.8M———
Stephens Inc
N/A—28,366-28,366-100%$2.6M———
IEQ Capital, LLC
N/A—28,249-28,249-100%$2.6M———
&partners
N/A—27,953-27,953-100%$2.6M———
Aptus Capital Advisors, LLC
N/A—26,047-26,047-100%$2.4M———
Roberts Glore & Co Inc
N/A—25,273-25,273-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—25,091-25,091-100%$2.3M———
Compass Advisory Group LLC
N/A—23,690-23,690-100%$2.2M———
Causey Wealth LLC
N/A—23,596-23,596-100%$2.2M———
Per Stirling Capital Management, Llc.
N/A—23,290-23,290-100%$2.2M———
New Insight Wealth Advisors
N/A—22,444-22,444-100%$2.1M———
CIBC World Market Inc.
N/A—22,349-22,349-100%$2.1M———
CoreFirst Bank & Trust
N/A—22,110-22,110-100%$2.1M———
Essex Financial Services, Inc.
N/A—21,197-21,197-100%$2.0M———
Composition Wealth, LLC
N/A—21,121-21,121-100%$2.0M———
BlackRock, Inc.
N/A—20,643-20,643-100%$1.9M———
Fiduciary Financial Advisors
N/A—19,014-19,014-100%$1.8M———
Savvy Advisors, Inc.
N/A—18,819-18,819-100%$1.8M———
Lafayette Investments, Inc.
N/A—18,772-18,772-100%$1.8M———
Arkadios Wealth Advisors
N/A—18,532-18,532-100%$1.7M———
Mutual Advisors, LLC
N/A—17,438-17,438-100%$1.6M———
Strategic Wealth Partners, Ltd.
N/A—16,354-16,354-100%$1.5M———
Pinnacle Financial Partners, Inc.
N/A—15,983-15,983-100%$1.5M———
WNY Asset Management, LLC
N/A—15,910-15,910-100%$1.5M———
Smartleaf Asset Management LLC
N/A—15,201-15,201-100%$1.4M———
First National Bank of Omaha
N/A—14,886-14,886-100%$1.4M———
Vanguard National Trust Co
N/A—14,464-14,464-100%$1.4M———
Valtrion Capital Management, LLC
N/A—14,147-14,147-100%$1.3M———
TRB Wealth Management, LLC
N/A—13,359-13,359-100%$1.2M———
Focus Partners Wealth
N/A—13,244-13,244-100%$1.2M———
Resurgent Financial Advisors LLC
N/A—13,138-13,138-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—12,697-12,697-100%$1.2M———
Main Street Financial Solutions, LLC
N/A—12,528-12,528-100%$1.2M———
NewEdge Wealth, LLC
N/A—12,304-12,304-100%$1.1M———
Walter & Keenan Wealth Management LLC
N/A—11,980-11,980-100%$1.1M———
Ironwood Investment Counsel, LLC
N/A—11,896-11,896-100%$1.1M———
Benjamin Edwards Inc
N/A—11,786-11,786-100%$1.1M———
ESL Trust Services, LLC
N/A—11,582-11,582-100%$1.1M———
Snowden Capital Advisors LLC
N/A—11,390-11,390-100%$1.1M———
Northern Trust Corp
N/A—11,342-11,342-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—11,000-11,000-100%$1.0M———
RWA Wealth Partners, LLC
N/A—10,946-10,946-100%$1.0M———
Fairview Capital Investment Management, LLC
N/A—10,349-10,349-100%$966.5K———
Round Rock Advisors LLC
N/A—10,109-10,109-100%$944.0K———
SHP Wealth Management
N/A—9,830-9,830-100%$917.9K———
Muirfield Wealth Advisors LLC
N/A—9,666-9,666-100%$902.6K———
LOM Asset Management Ltd
N/A—9,480-9,480-100%$885.2K———
O'rourke & Company, Inc
N/A—9,327-9,327-100%$871.0K———
Pine Harbor Wealth Management, LLC
N/A—9,103-9,103-100%$850.1K———
Castle Wealth Management LLC
N/A—8,892-8,892-100%$830.3K———
Tradition Wealth Management, LLC
N/A—8,796-8,796-100%$821.4K———
Shelton Capital Management
N/A—8,630-8,630-100%$805.9K———
Duncan Williams Asset Management, LLC
N/A—8,591-8,591-100%$802.3K———
Perspective Wealth Advisors LLC
N/A—8,492-8,492-100%$793.0K———
CVA Family Office, LLC
N/A—8,031-8,031-100%$749.9K———
Stratos Wealth Partners, Ltd.
N/A—8,010-8,010-100%$748.0K———
Brown Advisory Inc
N/A—8,007-8,007-100%$747.7K———
Planning Directions Inc
N/A—7,765-7,765-100%$725.1K———
Summit Financial, LLC
N/A—7,434-7,434-100%$694.2K———
World Investment Advisors
N/A—7,035-7,035-100%$628.6K———
Moneta Group Investment Advisors LLC
N/A—6,982-6,982-100%$652.0K———
MAI Capital Management
N/A—6,982-6,982-100%$652.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—6,753-6,753-100%$630.0K———
Fort Sheridan Advisors LLC
N/A—6,644-6,644-100%$620.4K———
Cozad Asset Management Inc
N/A—6,355-6,355-100%$593.5K———
Crux Wealth Advisors
N/A—6,244-6,244-100%$583.1K———
Snowwater Investment Partners, LLC
N/A—6,100-6,100-100%$569.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,401-5,401-100%$504.3K———
Cascades Capital Asset Management, LLC
N/A—5,300-5,300-100%$494.9K———
Kovack Advisors, Inc.
N/A—5,143-5,143-100%$480.5K———
Northstar Group, Inc.
N/A—4,881-4,881-100%$455.8K———
Global Retirement Partners, LLC
N/A—4,640-4,640-100%$433.3K———
Coppell Advisory Solutions LLC
N/A—4,564-4,564-100%$220.8K———
OneDigital Investment Advisors LLC
N/A—4,381-4,381-100%$409.1K———
Sfmg, LLC
N/A—4,309-4,309-100%$402.4K———
Novak & Powell Financial Services, Inc.
N/A—4,303-4,303-100%$401.8K———
Waterloo Capital, L.P.
N/A—4,242-4,242-100%$396.2K———
Oakmont Advisory Group, LLC
N/A—4,194-4,194-100%$391.7K———
Blom & Howell Financial Planning, Inc.
N/A—4,084-4,084-100%$381.4K———
Principal Securities, Inc.
N/A—3,909-3,909-100%$365.0K———
Daybright Advisory Services, Inc.
N/A—3,760-3,760-100%$365.7K———
Vanguard Advisers Inc
N/A—3,713-3,713-100%$346.7K———
Twin Focus Capital Partners, LLC
N/A—3,650-3,650-100%$340.8K———
D. E. Shaw & Co., Inc.
N/A—3,525-3,525-100%$329.2K———
Xcelsior Advisor Partners LLC
N/A—3,461-3,461-100%$323.1K———
Keystone Financial Group
N/A—3,460-3,460-100%$323.1K———
Arax Advisory Partners
N/A—3,357-3,357-100%$313.5K———
Cura Wealth Advisors, LLC
N/A—3,196-3,196-100%$298.5K———
Gateway Wealth Partners, LLC
N/A—3,174-3,174-100%$296.4K———
CIBC Bancorp USA Inc.
N/A—3,125-3,125-100%$291.8K———
Cofg Advisors, LLC
N/A—3,107-3,107-100%$290.1K———
Swisher Financial Concepts, Inc.
N/A—3,056-3,056-100%$285.4K———
Stratos Wealth Advisors, LLC
N/A—3,018-3,018-100%$281.9K———
Clearbridge Investments, LLC
N/A—3,000-3,000-100%$280.1K———
Fortune Financial Advisors, LLC
N/A—2,990-2,990-100%$279.2K———
Corsicana & Co.
N/A—2,966-2,966-100%$277.0K———
IHT Wealth Management, LLC
N/A—2,956-2,956-100%$276.0K———
Beta Wealth Group, Inc.
N/A—2,948-2,948-100%$275.3K———
Founders Financial Alliance, LLC
N/A—2,922-2,922-100%$272.9K———
Dakota Wealth Management
N/A—2,921-2,921-100%$272.8K———
Federation des caisses Desjardins du Quebec
N/A—2,891-2,891-100%$270.0K———
One Capital Management, LLC
N/A—2,772-2,772-100%$245.2K———
Foundations Investment Advisors, LLC
N/A—2,752-2,752-100%$257.0K———
Whittier Trust Co of Nevada Inc
N/A—2,705-2,705-100%$257.7K———
Evolve Private Wealth, LLC
N/A—2,617-2,617-100%$244.4K———
Millington Financial Advisors, LLC
N/A—2,600-2,600-100%$247.3K———
Anchor Investment Management, LLC
N/A—2,593-2,593-100%$242.1K———
Mayflower Financial Advisors, LLC
N/A—2,552-2,552-100%$238.3K———
First Manhattan Co. Llc.
N/A—2,505-2,505-100%$233.9K———
AE Wealth Management LLC
N/A—2,423-2,423-100%$226.3K———
Empirical Asset Management, LLC
N/A—2,349-2,349-100%$219.4K———
Brookwood Investment Group LLC
N/A—2,171-2,171-100%$202.7K———
Cedar Wealth Management, LLC
N/A—2,168-2,168-100%$202.4K———
Capital Group Private Client Services, Inc.
N/A—2,150-2,150-100%$200.8K———
Wellspring Financial Advisors, LLC
N/A—2,142-2,142-100%$200.0K———
SOA Wealth Advisors, Llc.
N/A—1,668-1,668-100%$155.8K———
Colonial Trust Co / SC
N/A—1,600-1,600-100%$149.4K———
TD Capital Management LLC
N/A—1,345-1,345-100%$125.6K———
Sachetta, LLC
N/A—1,326-1,326-100%$123.8K———
O'shaughnessy Asset Management, LLC
N/A—1,282-1,282-100%$119.7K———
Transamerica Financial Advisors, LLC
N/A—1,134-1,134-100%$106.0K———
Capital Analysts, LLC
N/A—1,110-1,110-100%$65.0K———
Medallion Wealth Advisors, LLC
N/A—1,096-1,096-100%$102.3K———
C M Bidwell & Associates LTD
N/A—1,032-1,032-100%$96.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—745-745-100%$69.6K———
Bruce G. Allen Investments, LLC
N/A—734-734-100%$68.6K———
National Bank of Canada
N/A—685-685-100%$64.0K———
Orion Capital Management LLC
N/A—680-680-100%$63.5K———
Purpose Unlimited Inc.
N/A—642-642-100%$61.0K———
Bogart Wealth, LLC
N/A—600-600-100%$56.1K———
Atomic Invest LLC
N/A—522-522-100%$48.9K———
Bartlett & Co. Wealth Management LLC
N/A—450-450-100%$42.0K———
VAN DEN Berg Management I, Inc
N/A—436-436-100%$40.7K———
Dunhill Financial, LLC
N/A—344-344-100%$32.1K———
Private Wealth Asset Management, LLC
N/A—340-340-100%$31.7K———
Huntington National Bank
N/A—308-308-100%$28.8K———
Brown Brothers Harriman & Co
N/A—302-302-100%$28.2K———
Copia Wealth Management
N/A—288-288-100%$26.9K———
Banque Transatlantique SA
N/A—262-262-100%$24.5K———
Monetary Management Group Inc
N/A—250-250-100%$23.3K———
Basepoint Wealth LLC
N/A—231-231-100%$21.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—226-226-100%$21.1K———
Raffa Wealth Management, LLC
N/A—206-206-100%$19.3K———
Tiaa Wealth Investment Management LLC
N/A—185-185-100%$17.3K———
Hollencrest Capital Management
N/A—176-176-100%$16.4K———
Steigerwald, Gordon & Koch Inc.
N/A—170-170-100%$15.9K———
Napier Financial, LLC
N/A—144-144-100%$13.4K———
Nalls Sherbakoff Group, LLC
N/A—124-124-100%$11.6K———
Howe & Rusling Inc
N/A—100-100-100%$9.3K———
Timmons Wealth Management, LLC
N/A—76-76-100%$7.1K———
Westend Capital Management, LLC
N/A—67-67-100%$6.3K———
Crewe Advisors LLC
N/A—57-57-100%$5.3K———
Glen Eagle Advisors, LLC
N/A—40-40-100%$3.7K———
Mcguire Capital Advisors Inc
N/A—23-23-100%$2.1K———
Front Row Advisors LLC
N/A—20-20-100%$2.0K———
Tower Research Capital LLC (TRC)
N/A—9-9-100%$840———
Showing 637 of 637 institutions