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Vanguard Core Bond ETF (VCRB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HBK Sorce Advisory LLC
INCREASED
Shares11,601,481 from 11,340,350
Change+261,131 (+2%)
Value$870.6M (+$6.8M)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares5,760,766 from 5,727,598
Change+33,168 (+1%)
Value$424.1M (-$18.3M)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares3,338,700 from 3,393,668
Change-54,968 (-2%)
Value$245.8M (-$16.3M)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,694,345 from 2,345,516
Change+348,829 (+15%)
Value$198.4M (+$17.2M)
Filed 2026-10-13
Martel Wealth Advisors LLC
INCREASED
Shares1,767,239 from 1,672,614
Change+94,625 (+6%)
Value$130.1M (+$923.7K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares1,566,616 from 1,574,720
Change-8,104 (-1%)
Value$115.3M (-$6.3M)
Filed 2026-10-21
Diversified Portfolios, Inc.
INCREASED
Shares1,442,992 from 1,374,618
Change+68,374 (+5%)
Value$106.2M (+$67.7K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares1,369,924 from 1,297,437
Change+72,487 (+6%)
Value$100.9M (+$649.3K)
Filed 2026-11-06
Greenspring Advisors, LLC
NEW
Shares1,359,886
Change+1,359,886
Value$100.1M
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares1,162,391 from 1,063,179
Change+99,212 (+9%)
Value$85.6M (+$3.5M)
Filed 2026-10-27
Smith & Howard Wealth Management, LLC
DECREASED
Shares1,042,924 from 1,138,506
Change-95,582 (-8%)
Value$76.8M (-$11.1M)
Filed 2026-10-27
Verum Partners LLC
DECREASED
Shares1,039,224 from 1,067,008
Change-27,784 (-3%)
Value$76.5M (-$5.9M)
Filed 2026-10-21
Boston Standard Wealth Management, LLC
INCREASED
Shares978,493 from 421,187
Change+557,306 (+132%)
Value$72.0M (+$39.7M)
Filed 2026-10-07
Orrstown Financial Services Inc
DECREASED
Shares894,229 from 894,661
Change-432 (0%)
Value$65.8M (-$3.3M)
Filed 2026-10-14
Pacific Sage Partners, LLC
NEW
Shares812,059
Change+812,059
Value$59.8M
Filed 2026-10-21
Mills Wealth Advisors LLC
INCREASED
Shares754,316 from 513,604
Change+240,712 (+47%)
Value$55.5M (+$15.9M)
Filed 2026-10-22
Magnolia Wealth Management, LLC
INCREASED
Shares744,005 from 716,770
Change+27,235 (+4%)
Value$54.8M (-$584.4K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares654,148 from 632,969
Change+21,179 (+3%)
Value$48.2M (-$727.5K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares596,634 from 484,453
Change+112,181 (+23%)
Value$43.9M (+$6.5M)
Filed 2026-10-26
Quantum Financial Planning Services, Inc.
INCREASED
Shares529,398 from 387,776
Change+141,622 (+37%)
Value$39.0M (+$9.0M)
Filed 2026-10-14
Investment Planning Advisors, Inc.
INCREASED
Shares501,923 from 402,406
Change+99,517 (+25%)
Value$37.0M (+$5.9M)
Filed 2026-10-14
First Citizens Asset Management, Inc.
INCREASED
Shares481,580 from 464,660
Change+16,920 (+4%)
Value$35.5M (-$433.0K)
Filed 2026-11-06
Rise Advisors, LLC
INCREASED
Shares475,516 from 459,797
Change+15,719 (+3%)
Value$35.0M (-$503.9K)
Filed 2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares459,223 from 438,604
Change+20,619 (+5%)
Value$33.8M (-$66.5K)
Filed 2026-10-29
Essex LLC
DECREASED
Shares458,437 from 545,388
Change-86,951 (-16%)
Value$33.8M (-$8.4M)
Filed 2026-10-14
Vicus Capital
NEW
Shares452,999
Change+452,999
Value$33.3M
Filed 2026-11-05
Momentous Wealth Management, Inc.
INCREASED
Shares440,445 from 402,952
Change+37,493 (+9%)
Value$32.4M (+$1.3M)
Filed 2026-10-21
Tull Financial Group, Inc.
DECREASED
Shares416,599 from 503,147
Change-86,548 (-17%)
Value$30.7M (-$8.2M)
Filed 2026-11-05
AMI Investment Management Inc
DECREASED
Shares413,268 from 420,558
Change-7,290 (-2%)
Value$30.4M (-$2.1M)
Filed 2026-10-27
SoundView Advisors Inc.
INCREASED
Shares412,193 from 384,228
Change+27,965 (+7%)
Value$30.3K (-$29.6M)
Filed 2026-11-04
D'Orazio & Associates, Inc.
INCREASED
Shares406,544 from 307,966
Change+98,578 (+32%)
Value$29.9M (+$6.1M)
Filed 2026-11-04
BCR Wealth Strategies, LLC
INCREASED
Shares397,087 from 381,880
Change+15,207 (+4%)
Value$29.2M (-$259.5K)
Filed 2026-11-06
Blume Capital Management, Inc.
INCREASED
Shares390,448 from 250,052
Change+140,396 (+56%)
Value$28.7M (+$9.4M)
Filed 2026-10-26
Mallini Complete Financial Planning LLC
INCREASED
Shares384,501 from 370,324
Change+14,177 (+4%)
Value$28.3M (-$294.2K)
Filed 2026-10-06
Burton Enright Welch
INCREASED
Shares374,341 from 370,543
Change+3,798 (+1%)
Value$27.6M (-$1.1M)
Filed 2026-11-04
Sachem Hill LLC
DECREASED
Shares367,635 from 417,284
Change-49,649 (-12%)
Value$27.1M (-$5.2M)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares354,725 from 342,833
Change+11,892 (+3%)
Value$26.1M (-$363.0K)
Filed 2026-11-02
San Luis Wealth Advisors LLC
INCREASED
Shares342,939 from 317,382
Change+25,557 (+8%)
Value$25.2M (+$734.9K)
Filed 2026-10-27
Smithbridge Asset Management Inc
INCREASED
Shares322,487 from 300,432
Change+22,055 (+7%)
Value$23.7M (+$538.3K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares317,959 from 280,488
Change+37,471 (+13%)
Value$23.4M (+$1.7M)
Filed 2026-10-26
Penney Financial, LLC
INCREASED
Shares309,583 from 259,865
Change+49,718 (+19%)
Value$22.8M (+$2.7M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares305,802 from 431,363
Change-125,561 (-29%)
Value$22.5M (-$10.8M)
Filed 2026-11-02
Central Pacific Bank - Trust Division
INCREASED
Shares304,333 from 282,575
Change+21,758 (+8%)
Value$22.4M (+$581.0K)
Filed 2026-10-06
Acropolis Investment Management, LLC
INCREASED
Shares301,122 from 298,167
Change+2,955 (+1%)
Value$22.2M (-$859.6K)
Filed 2026-10-08
First Hawaiian Bank
NEW
Shares295,921
Change+295,921
Value$21.8M
Filed 2026-10-14
SVB Wealth LLC
DECREASED
Shares295,733 from 333,949
Change-38,216 (-11%)
Value$21.8M (-$4.0M)
Filed 2026-11-06
NorthLanding Financial Partners, LLC
INCREASED
Shares294,661 from 279,076
Change+15,585 (+6%)
Value$21.7M (+$139.1K)
Filed 2026-10-15
Seven Hills Financial, LLC
NEW
Shares289,006
Change+289,006
Value$21.3M
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares286,428 from 248,157
Change+38,271 (+15%)
Value$21.1M (+$1.9M)
Filed 2026-10-28
Barry Investment Advisors, LLC
INCREASED
Shares284,932 from 180,906
Change+104,026 (+58%)
Value$21.0M (+$7.0M)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares274,832 from 334,261
Change-59,429 (-18%)
Value$20.2M (-$5.6M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares251,148 from 59,055
Change+192,093 (+325%)
Value$18.5M (+$13.9M)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares235,580 from 15,991
Change+219,589 (+1373%)
Value$17.3M (+$16.1M)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares229,599 from 215,667
Change+13,932 (+6%)
Value$17.1M (+$750.4K)
Filed 2026-10-27
Wolff Financial Management LLC
INCREASED
Shares226,416 from 211,201
Change+15,215 (+7%)
Value$16.7M (+$357.2K)
Filed 2026-10-23
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares199,514 from 192,792
Change+6,722 (+3%)
Value$14.7M (-$201.6K)
Filed 2026-10-16
Souders Financial Advisors
INCREASED
Shares186,747 from 183,265
Change+3,482 (+2%)
Value$13.7M (-$405.7K)
Filed 2026-11-03
Compton Wealth Advisory Group, LLC
DECREASED
Shares183,533 from 205,822
Change-22,289 (-11%)
Value$13.5M (-$2.3M)
Filed 2026-10-13
Madrid Wealth Management, LLC
INCREASED
Shares180,715 from 160,158
Change+20,557 (+13%)
Value$13.3M (+$934.9K)
Filed 2026-10-23
Invenio Wealth Partners LLC
INCREASED
Shares176,194 from 167,384
Change+8,810 (+5%)
Value$13.0M (+$43.9K)
Filed 2026-10-20
Main Line Retirement Advisors, LLC
INCREASED
Shares156,860 from 143,079
Change+13,781 (+10%)
Value$11.5M (+$497.7K)
Filed 2026-10-14
AJ Advisors, LLC
INCREASED
Shares154,924 from 148,577
Change+6,347 (+4%)
Value$11.4M (-$69.5K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares154,032 from 139,918
Change+14,114 (+10%)
Value$11.3K (-$10.8M)
Filed 2026-11-02
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares149,502 from 137,847
Change+11,655 (+8%)
Value$11.0M (+$360.0K)
Filed 2026-10-29
KOM Wealth Management Group, LLC
NEW
Shares148,600
Change+148,600
Value$10.9M
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares143,954 from 151,560
Change-7,606 (-5%)
Value$10.6M (-$1.1M)
Filed 2026-10-15
Gutierrez Wealth Advisory, LLC
INCREASED
Shares139,913 from 125,787
Change+14,126 (+11%)
Value$10.3M (+$585.6K)
Filed 2026-11-02
Mendota Financial Group, LLC
INCREASED
Shares127,367 from 108,705
Change+18,662 (+17%)
Value$9.4M (+$981.2K)
Filed 2026-10-07
BankPlus Wealth Management LLC
INCREASED
Shares122,917 from 104,339
Change+18,578 (+18%)
Value$9.0M (+$991.3K)
Filed 2026-10-13
Kings Path Partners LLC
INCREASED
Shares120,377 from 94,808
Change+25,569 (+27%)
Value$8.9M (+$1.5M)
Filed 2026-10-21
GEN Financial Management, Inc.
INCREASED
Shares120,275 from 118,704
Change+1,571 (+1%)
Value$8.9M (-$313.1K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares111,952 from 109,839
Change+2,113 (+2%)
Value$8.2M (-$241.2K)
Filed 2026-10-08
Tandem Investment Partners LLC
DECREASED
Shares107,317 from 111,462
Change-4,145 (-4%)
Value$7.9M (-$707.8K)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares105,729 from 94,460
Change+11,269 (+12%)
Value$7.8M (+$488.4K)
Filed 2026-10-14
Kaizen Financial Strategies
DECREASED
Shares100,765 from 111,040
Change-10,275 (-9%)
Value$7.4M (-$1.1M)
Filed 2026-10-09
Englebert Financial Advisers, LLC
INCREASED
Shares99,773 from 96,927
Change+2,846 (+3%)
Value$7.3M (-$140.7K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares96,214 from 84,765
Change+11,449 (+14%)
Value$7.1K (-$6.5M)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares90,088 from 82,465
Change+7,623 (+9%)
Value$6.6M (+$263.3K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
INCREASED
Shares88,826 from 47,752
Change+41,074 (+86%)
Value$6.5M (+$2.9M)
Filed 2026-11-03
Addison Advisors LLC
DECREASED
Shares83,880 from 87,737
Change-3,857 (-4%)
Value$6.2M (-$600.9K)
Filed 2026-11-06
Pinion Investment Advisors, LLC
UNCHANGED
Shares81,634 from 81,634
Change0 (0%)
Value$6.0M (-$294.9K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares78,966 from 66,485
Change+12,481 (+19%)
Value$5.9M (+$853.8K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares77,263 from 75,743
Change+1,520 (+2%)
Value$5.7M (-$161.7K)
Filed 2026-10-13
Enclave Advisors LLC
DECREASED
Shares70,012 from 78,493
Change-8,481 (-11%)
Value$5.2M (-$907.9K)
Filed 2026-10-14
Linscomb Wealth, Inc.
INCREASED
Shares67,233 from 57,967
Change+9,266 (+16%)
Value$4.9M (+$472.7K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares66,950 from 65,880
Change+1,070 (+2%)
Value$4.9M (-$159.2K)
Filed 2026-10-21
Echo45 Advisors LLC
INCREASED
Shares65,404 from 63,629
Change+1,775 (+3%)
Value$4.8M (-$99.2K)
Filed 2026-10-07
55 North Private Wealth, LLC
INCREASED
Shares64,718 from 63,009
Change+1,709 (+3%)
Value$4.8M (-$101.8K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED
Shares64,299 from 61,740
Change+2,559 (+4%)
Value$4.7M (-$34.6K)
Filed 2026-10-30
Lynx Investment Advisory
INCREASED
Shares61,972 from 47,001
Change+14,971 (+32%)
Value$4.6M (+$932.3K)
Filed 2026-10-27
Emergent Wealth Advisors, LLC
DECREASED
Shares53,762 from 53,894
Change-132 (0%)
Value$4.0M (-$161.7K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares53,344 from 4,285
Change+49,059 (+1145%)
Value$3.9M (+$3.6M)
Filed 2026-10-30
Vise Technologies, Inc.
NEW
Shares52,574
Change+52,574
Value$3.9M
Filed 2026-10-29
Elite Life Management LLC
INCREASED
Shares48,703 from 43,787
Change+4,916 (+11%)
Value$3.7M (+$319.4K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares48,394 from 41,822
Change+6,572 (+16%)
Value$3.6M (+$332.8K)
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares45,493 from 41,597
Change+3,896 (+9%)
Value$3.3M (+$136.6K)
Filed 2026-10-08
Stonebridge Financial Planning Group, LLC
DECREASED
Shares42,278 from 43,555
Change-1,277 (-3%)
Value$3.1M (-$251.3K)
Filed 2026-11-06
KPP Advisory Services LLC
INCREASED
Shares39,769 from 30,010
Change+9,759 (+33%)
Value$2.9M (+$610.0K)
Filed 2026-10-26
First Citizens Bank & Trust Co
DECREASED
Shares39,500 from 40,317
Change-817 (-2%)
Value$2.9M (-$205.8K)
Filed 2026-10-14
Trellis Wealth Advisors LLC
INCREASED
Shares36,979 from 17,329
Change+19,650 (+113%)
Value$2.7M (+$1.4M)
Filed 2026-10-19
Thayer Partners, LLC / MA
DECREASED
Shares36,055 from 36,733
Change-678 (-2%)
Value$2.7M (-$182.6K)
Filed 2026-11-06
Farrell Financial LLC
INCREASED
Shares31,917 from 29,356
Change+2,561 (+9%)
Value$2.3M (+$82.5K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
DECREASED
Shares30,885 from 39,447
Change-8,562 (-22%)
Value$2.3M (-$772.8K)
Filed 2026-10-16
Financial Security Advisor, Inc.
NEW
Shares29,210
Change+29,210
Value$2.2M
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares27,936 from 27,836
Change+100 (+0%)
Value$2.1M (-$93.2K)
Filed 2026-10-28
Twin Cities Retirement Group LLC
INCREASED
Shares27,637 from 23,028
Change+4,609 (+20%)
Value$2.0M (+$256.1K)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares27,618 from 23,749
Change+3,869 (+16%)
Value$2.0M (+$199.0K)
Filed 2026-10-19
DeLarme Wealth Management, Inc.
INCREASED
Shares26,984 from 26,315
Change+669 (+3%)
Value$2.0M (-$45.8K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
INCREASED
Shares26,283 from 25,583
Change+700 (+3%)
Value$1.9M (-$40.9K)
Filed 2026-10-15
Fortress Financial Solutions, LLC
NEW
Shares25,872
Change+25,872
Value$1.9M
Filed 2026-10-14
Sovran Advisors, LLC
NEW
Shares22,052
Change+22,052
Value$1.6M
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,697 from 15,271
Change+6,426 (+42%)
Value$1.6M (+$428.9K)
Filed 2026-10-13
Mascoma Wealth Management LLC
NEW
Shares21,160
Change+21,160
Value$1.6M
Filed 2026-10-23
CRA Financial Services, LLC
INCREASED
Shares19,584 from 18,699
Change+885 (+5%)
Value$1.4M (-$2.4K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares17,327 from 6,021
Change+11,306 (+188%)
Value$1.3M (+$810.6K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
INCREASED
Shares16,964 from 7,916
Change+9,048 (+114%)
Value$1.2M (+$637.4K)
Filed 2026-10-23
Guardsman Private Capital Management, Inc.
INCREASED
Shares16,460 from 11,030
Change+5,430 (+49%)
Value$1.2M (+$359.9K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares15,596 from 15,462
Change+134 (+1%)
Value$1.1M (-$46.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares13,993 from 13,787
Change+206 (+1%)
Value$1.0M (-$34.7K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares13,907 from 13,347
Change+560 (+4%)
Value$1.0M (-$7.0K)
Filed 2026-10-13
Altiora Financial Group, LLC
INCREASED
Shares13,155 from 13,002
Change+153 (+1%)
Value$968.5K (-$35.6K)
Filed 2026-11-04
First Citizens Financial Corp
DECREASED
Shares12,743 from 14,083
Change-1,340 (-10%)
Value$938.1K (-$149.5K)
Filed 2026-10-02
Pearl Planning LLC
NEW
Shares11,236
Change+11,236
Value$827.2K
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares9,850 from 7,251
Change+2,599 (+36%)
Value$725.1K (+$165.1K)
Filed 2026-11-06
Peterson Wealth Advisors, LLC
INCREASED
Shares8,344 from 3,059
Change+5,285 (+173%)
Value$614.3K (+$378.0K)
Filed 2026-10-08
Bokf, NA
NEW
Shares8,325
Change+8,325
Value$612.9K
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares8,176 from 5,458
Change+2,718 (+50%)
Value$601.9K (+$180.4K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares8,109 from 6,258
Change+1,851 (+30%)
Value$597.0K (+$113.6K)
Filed 2026-11-05
Partners in Financial Planning
INCREASED
Shares7,571 from 4,911
Change+2,660 (+54%)
Value$557.4K (+$178.0K)
Filed 2026-11-06
Fort Henry Capital, LLC
NEW
Shares7,560
Change+7,560
Value$556.6K
Filed 2026-10-22
Montag A & Associates Inc
DECREASED
Shares7,440 from 10,315
Change-2,875 (-28%)
Value$547.7K (-$248.9K)
Filed 2026-10-29
Nicholas Wealth, Llc.
DECREASED
Shares6,938 from 7,978
Change-1,040 (-13%)
Value$510.8K (-$105.4K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares6,787 from 11,767
Change-4,980 (-42%)
Value$499.7K (-$409.2K)
Filed 2026-10-16
FCG Investment Co
INCREASED
Shares6,757 from 3,863
Change+2,894 (+75%)
Value$497.5K (+$199.1K)
Filed 2026-10-13
Ellis Investment Partners, LLC
INCREASED
Shares6,737 from 6,236
Change+501 (+8%)
Value$496.1K (+$14.4K)
Filed 2026-10-21
Compound Planning, Inc.
NEW
Shares6,519
Change+6,519
Value$479.9K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares6,324 from 6,324
Change0 (0%)
Value$465.6K (-$22.8K)
Filed 2026-11-03
Prospera Financial Services Inc
NEW
Shares5,756
Change+5,756
Value$431.8K
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares5,741 from 7,083
Change-1,342 (-19%)
Value$422.7K (-$125.0K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares5,622 from 5,710
Change-88 (-2%)
Value$413.9K (-$27.1K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares5,264 from 5,224
Change+40 (+1%)
Value$387.5K (-$16.0K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,102 from 4,391
Change+711 (+16%)
Value$376 (-$113.9K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares4,916 from 5,631
Change-715 (-13%)
Value$362 (-$434.6K)
Filed 2026-10-26
Swmg, LLC
DECREASED
Shares4,905 from 4,931
Change-26 (-1%)
Value$366.3K (-$10.5K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares4,743 from 4,688
Change+55 (+1%)
Value$349.2K (-$12.9K)
Filed 2026-10-13
Curran Financial Partners, LLC
NEW
Shares4,531
Change+4,531
Value$333.6K
Filed 2026-11-04
Novem Group
DECREASED
Shares4,384 from 5,069
Change-685 (-14%)
Value$322.7K (-$68.8K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares4,205 from 4,195
Change+10 (+0%)
Value$309.6K (-$14.4K)
Filed 2026-10-27
Oppenheimer & Co Inc
DECREASED
Shares4,193 from 4,533
Change-340 (-7%)
Value$308.7K (-$41.4K)
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares4,191
Change+4,191
Value$308.8K
Filed 2026-11-03
Sweeney & Michel, LLC
INCREASED
Shares4,120 from 4,104
Change+16 (+0%)
Value$303.3K (-$8.9K)
Filed 2026-10-16
Jones Kertz & Associates, Inc.
INCREASED
Shares4,106 from 4,058
Change+48 (+1%)
Value$302.3K (-$11.1K)
Filed 2026-10-28
Approach Retirement Advisors, LLC
INCREASED
Shares4,085 from 4,084
Change+1 (+0%)
Value$300.7K (-$14.8K)
Filed 2026-10-22
Verus Financial Partners, Inc.
NEW
Shares3,901
Change+3,901
Value$287.2K
Filed 2026-10-29
Koshinski Asset Management, Inc.
NEW
Shares3,763
Change+3,763
Value$277.0K
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares3,576 from 3,578
Change-2 (0%)
Value$264.3K (-$12.1K)
Filed 2026-10-20
CWS Financial Advisors, LLC
INCREASED
Shares3,477 from 3,329
Change+148 (+4%)
Value$256.0K (-$1.2K)
Filed 2026-10-16
Olistico Wealth, LLC
INCREASED
Shares3,375 from 2,286
Change+1,089 (+48%)
Value$248.5K (+$71.9K)
Filed 2026-10-05
Strategic Blueprint, LLC
UNCHANGED
Shares3,362 from 3,362
Change0 (0%)
Value$247.5K (-$12.1K)
Filed 2026-10-22
Ariston Services Group
INCREASED
Shares3,299 from 3,214
Change+85 (+3%)
Value$242.9K (-$5.4K)
Filed 2026-10-16
Baker Boyer National Bank
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$239.8K (-$11.8K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
NEW
Shares3,138
Change+3,138
Value$231.0K
Filed 2026-11-05
Sagespring Wealth Partners, LLC
NEW
Shares3,105
Change+3,105
Value$228.6K
Filed 2026-10-22
Diversify Wealth Management, LLC
NEW
Shares3,039
Change+3,039
Value$225.5K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares3,039
Change+3,039
Value$225.5K
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares2,674 from 2,974
Change-300 (-10%)
Value$196.9K (-$32.8K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares2,394 from 1,861
Change+533 (+29%)
Value$176.2K (+$32.5K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares2,125
Change+2,125
Value$156.4K
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$119.4K (-$5.4K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares1,445
Change+1,445
Value$106.4K
Filed 2026-10-27
Fifth Third Bancorp
NEW
Shares1,106
Change+1,106
Value$81.4K
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$80.5K (-$4.0K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares801 from 792
Change+9 (+1%)
Value$59.0K (-$2.2K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares778 from 70
Change+708 (+1011%)
Value$60.1K (+$54.7K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares757 from 749
Change+8 (+1%)
Value$55.7K (-$2.2K)
Filed 2026-10-30
AlphaCore Capital LLC
NEW
Shares622
Change+622
Value$45.8K
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$43.6K (-$2.1K)
Filed 2026-10-23
Steph & Co
INCREASED
Shares539 from 431
Change+108 (+25%)
Value$39.7K (+$6.4K)
Filed 2026-10-07
Bank of New Hampshire
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$38.7K (-$1.9K)
Filed 2026-10-06
Lanark Financial, Inc.
NEW
Shares500
Change+500
Value$36.8K
Filed 2026-10-26
Signature Equity Partners, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$26.9K (-$1.3K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
NEW
Shares340
Change+340
Value$25.0K
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$23.2K (-$1.1K)
Filed 2026-11-02
Compass Financial Management LLC
NEW
Shares292
Change+292
Value$21.5K
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares241 from 469
Change-228 (-49%)
Value$17.7K (-$18.5K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares235 from 690
Change-455 (-66%)
Value$17.3K (-$36.0K)
Filed 2026-11-04
Jnba Financial Advisors
NEW
Shares187
Change+187
Value$13.8K
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares174
Change+174
Value$13
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares142 from 36
Change+106 (+294%)
Value$10.5K (+$7.7K)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares99 from 227
Change-128 (-56%)
Value$7.3K (-$10.2K)
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares63
Change+63
Value$4.6K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.3K (-$162)
Filed 2026-10-14
CX Institutional
NEW
Shares33
Change+33
Value$2
Filed 2026-10-02
Clearstead Advisors, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-11-06
HUB Investment Partners, LLC
CLOSED
Shares0 from 552,085
Change-552,085 (-100%)
Value$0 (-$42.6M)
Filed 2026-11-03
Hofer & Associates. Inc
CLOSED
Shares0 from 100,511
Change-100,511 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-13
Cogent Private Wealth, Inc.
CLOSED
Shares0 from 19,919
Change-19,919 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 18,100
Change-18,100 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-09
Creative Planning
CLOSED
Shares0 from 5,997
Change-5,997 (-100%)
Value$0 (-$463.2K)
Filed 2026-11-02
Integrity Alliance, Llc.
CLOSED
Shares0 from 5,702
Change-5,702 (-100%)
Value$0 (-$440.5K)
Filed 2026-10-29
Ariadne Wealth Management, LP
CLOSED
Shares0 from 3,973
Change-3,973 (-100%)
Value$0 (-$306.9K)
Filed 2026-11-06
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 2,671
Change-2,671 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$79.1K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 917
Change-917 (-100%)
Value$0 (-$70.8K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 736
Change-736 (-100%)
Value$0 (-$56.8K)
Filed 2026-10-15
Blue Trust, Inc.
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$42.4K)
Filed 2026-10-15
US Bancorp \de\
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-05
Mather Group, Llc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$76)
Filed 2026-10-14
Advance Capital Management, Inc.
N/A
Shares— from 3,854,514
Change-3,854,514 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,918,533
Change-2,918,533 (-100%)
Value—
Nepc LLC
N/A
Shares— from 2,299,200
Change-2,299,200 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,080,904
Change-1,080,904 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 961,921
Change-961,921 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 838,371
Change-838,371 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 770,284
Change-770,284 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 727,196
Change-727,196 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 691,674
Change-691,674 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 655,898
Change-655,898 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 594,901
Change-594,901 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 585,536
Change-585,536 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 553,912
Change-553,912 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 499,984
Change-499,984 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 452,682
Change-452,682 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 423,553
Change-423,553 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 376,924
Change-376,924 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 359,182
Change-359,182 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 348,721
Change-348,721 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 334,463
Change-334,463 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 329,425
Change-329,425 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 243,337
Change-243,337 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 241,045
Change-241,045 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 239,827
Change-239,827 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 234,976
Change-234,976 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 224,673
Change-224,673 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 220,928
Change-220,928 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 220,113
Change-220,113 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 213,183
Change-213,183 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 200,752
Change-200,752 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 195,312
Change-195,312 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 182,514
Change-182,514 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 171,635
Change-171,635 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 165,823
Change-165,823 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 159,827
Change-159,827 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 153,517
Change-153,517 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 147,365
Change-147,365 (-100%)
Value—
&partners
N/A
Shares— from 142,349
Change-142,349 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 127,301
Change-127,301 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 119,141
Change-119,141 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 111,119
Change-111,119 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 104,011
Change-104,011 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 98,706
Change-98,706 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 97,054
Change-97,054 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 96,792
Change-96,792 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 96,350
Change-96,350 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 75,743
Change-75,743 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 72,944
Change-72,944 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 71,345
Change-71,345 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 69,625
Change-69,625 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 67,978
Change-67,978 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 61,639
Change-61,639 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 60,023
Change-60,023 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 57,875
Change-57,875 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 54,410
Change-54,410 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 53,564
Change-53,564 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 52,631
Change-52,631 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 51,200
Change-51,200 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 49,254
Change-49,254 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,702
Change-47,702 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 45,998
Change-45,998 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 44,625
Change-44,625 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 43,663
Change-43,663 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 42,362
Change-42,362 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 41,424
Change-41,424 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 38,109
Change-38,109 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 34,360
Change-34,360 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 29,881
Change-29,881 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 29,097
Change-29,097 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 29,060
Change-29,060 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,026
Change-28,026 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 27,336
Change-27,336 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,018
Change-24,018 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,546
Change-22,546 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21,225
Change-21,225 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 19,536
Change-19,536 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 19,291
Change-19,291 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,519
Change-17,519 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 17,195
Change-17,195 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 15,785
Change-15,785 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 15,613
Change-15,613 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 15,231
Change-15,231 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,585
Change-14,585 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,564
Change-14,564 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,375
Change-13,375 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,986
Change-11,986 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,252
Change-10,252 (-100%)
Value—
Ketron Financial
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 888
Change-888 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 729
Change-729 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 328
Change-328 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
HBK Sorce Advisory LLC
INCREASED11,601,48111,340,350+261,131+2%$863.8M$870.6M+$6.8M2026-11-06
Signaturefd, LLC
INCREASED5,760,7665,727,598+33,168+1%$442.4M$424.1M-$18.3M2026-10-23
Bank of New York Mellon Corp
DECREASED3,338,7003,393,668-54,968-2%$262.1M$245.8M-$16.3M2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED2,694,3452,345,516+348,829+15%$181.2M$198.4M+$17.2M2026-10-13
Martel Wealth Advisors LLC
INCREASED1,767,2391,672,614+94,625+6%$129.2M$130.1M+$923.7K2026-10-14
Assetmark, Inc
DECREASED1,566,6161,574,720-8,104-1%$121.6M$115.3M-$6.3M2026-10-21
Diversified Portfolios, Inc.
INCREASED1,442,9921,374,618+68,374+5%$106.2M$106.2M+$67.7K2026-11-04
LPL Financial LLC
INCREASED1,369,9241,297,437+72,487+6%$100.2M$100.9M+$649.3K2026-11-06
Greenspring Advisors, LLC
NEW1,359,886—+1,359,886——$100.1M—2026-11-05
BLB&B Advisors, LLC
INCREASED1,162,3911,063,179+99,212+9%$82.1M$85.6M+$3.5M2026-10-27
Smith & Howard Wealth Management, LLC
DECREASED1,042,9241,138,506-95,582-8%$87.9M$76.8M-$11.1M2026-10-27
Verum Partners LLC
DECREASED1,039,2241,067,008-27,784-3%$82.4M$76.5M-$5.9M2026-10-21
Boston Standard Wealth Management, LLC
INCREASED978,493421,187+557,306+132%$32.4M$72.0M+$39.7M2026-10-07
Orrstown Financial Services Inc
DECREASED894,229894,661-4320%$69.1M$65.8M-$3.3M2026-10-14
Pacific Sage Partners, LLC
NEW812,059—+812,059——$59.8M—2026-10-21
Mills Wealth Advisors LLC
INCREASED754,316513,604+240,712+47%$39.7M$55.5M+$15.9M2026-10-22
Magnolia Wealth Management, LLC
INCREASED744,005716,770+27,235+4%$55.4M$54.8M-$584.4K2026-10-16
New England Capital Financial Advisors LLC
INCREASED654,148632,969+21,179+3%$48.9M$48.2M-$727.5K2026-11-03
SJS Investment Consulting Inc.
INCREASED596,634484,453+112,181+23%$37.4M$43.9M+$6.5M2026-10-26
Quantum Financial Planning Services, Inc.
INCREASED529,398387,776+141,622+37%$29.9M$39.0M+$9.0M2026-10-14
Investment Planning Advisors, Inc.
INCREASED501,923402,406+99,517+25%$31.1M$37.0M+$5.9M2026-10-14
First Citizens Asset Management, Inc.
INCREASED481,580464,660+16,920+4%$35.9M$35.5M-$433.0K2026-11-06
Rise Advisors, LLC
INCREASED475,516459,797+15,719+3%$35.5M$35.0M-$503.9K2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED459,223438,604+20,619+5%$33.9M$33.8M-$66.5K2026-10-29
Essex LLC
DECREASED458,437545,388-86,951-16%$42.1M$33.8M-$8.4M2026-10-14
Vicus Capital
NEW452,999—+452,999——$33.3M—2026-11-05
Momentous Wealth Management, Inc.
INCREASED440,445402,952+37,493+9%$31.1M$32.4M+$1.3M2026-10-21
Tull Financial Group, Inc.
DECREASED416,599503,147-86,548-17%$38.9M$30.7M-$8.2M2026-11-05
AMI Investment Management Inc
DECREASED413,268420,558-7,290-2%$32.5M$30.4M-$2.1M2026-10-27
SoundView Advisors Inc.
INCREASED412,193384,228+27,965+7%$29.7M$30.3K-$29.6M2026-11-04
D'Orazio & Associates, Inc.
INCREASED406,544307,966+98,578+32%$23.8M$29.9M+$6.1M2026-11-04
BCR Wealth Strategies, LLC
INCREASED397,087381,880+15,207+4%$29.5M$29.2M-$259.5K2026-11-06
Blume Capital Management, Inc.
INCREASED390,448250,052+140,396+56%$19.3M$28.7M+$9.4M2026-10-26
Mallini Complete Financial Planning LLC
INCREASED384,501370,324+14,177+4%$28.6M$28.3M-$294.2K2026-10-06
Burton Enright Welch
INCREASED374,341370,543+3,798+1%$28.6M$27.6M-$1.1M2026-11-04
Sachem Hill LLC
DECREASED367,635417,284-49,649-12%$32.2M$27.1M-$5.2M2026-10-14
Cornerstone Wealth Group, LLC
INCREASED354,725342,833+11,892+3%$26.5M$26.1M-$363.0K2026-11-02
San Luis Wealth Advisors LLC
INCREASED342,939317,382+25,557+8%$24.5M$25.2M+$734.9K2026-10-27
Smithbridge Asset Management Inc
INCREASED322,487300,432+22,055+7%$23.2M$23.7M+$538.3K2026-10-19
Crusonia Wealth Advisors LLC
INCREASED317,959280,488+37,471+13%$21.7M$23.4M+$1.7M2026-10-26
Penney Financial, LLC
INCREASED309,583259,865+49,718+19%$20.1M$22.8M+$2.7M2026-10-20
Commonwealth Equity Services, LLC
DECREASED305,802431,363-125,561-29%$33.3M$22.5M-$10.8M2026-11-02
Central Pacific Bank - Trust Division
INCREASED304,333282,575+21,758+8%$21.8M$22.4M+$581.0K2026-10-06
Acropolis Investment Management, LLC
INCREASED301,122298,167+2,955+1%$23.0M$22.2M-$859.6K2026-10-08
First Hawaiian Bank
NEW295,921—+295,921——$21.8M—2026-10-14
SVB Wealth LLC
DECREASED295,733333,949-38,216-11%$25.8M$21.8M-$4.0M2026-11-06
NorthLanding Financial Partners, LLC
INCREASED294,661279,076+15,585+6%$21.6M$21.7M+$139.1K2026-10-15
Seven Hills Financial, LLC
NEW289,006—+289,006——$21.3M—2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED286,428248,157+38,271+15%$19.2M$21.1M+$1.9M2026-10-28
Barry Investment Advisors, LLC
INCREASED284,932180,906+104,026+58%$14.0M$21.0M+$7.0M2026-10-14
CGN Advisors LLC
DECREASED274,832334,261-59,429-18%$25.8M$20.2M-$5.6M2026-10-21
PNC Financial Services Group, Inc.
INCREASED251,14859,055+192,093+325%$4.6M$18.5M+$13.9M2026-11-06
HB Wealth Management, LLC
INCREASED235,58015,991+219,589+1373%$1.2M$17.3M+$16.1M2026-10-23
Chicago Partners Investment Group LLC
INCREASED229,599215,667+13,932+6%$16.4M$17.1M+$750.4K2026-10-27
Wolff Financial Management LLC
INCREASED226,416211,201+15,215+7%$16.3M$16.7M+$357.2K2026-10-23
ShankerValleau Wealth Advisors, Inc.
INCREASED199,514192,792+6,722+3%$14.9M$14.7M-$201.6K2026-10-16
Souders Financial Advisors
INCREASED186,747183,265+3,482+2%$14.2M$13.7M-$405.7K2026-11-03
Compton Wealth Advisory Group, LLC
DECREASED183,533205,822-22,289-11%$15.8M$13.5M-$2.3M2026-10-13
Madrid Wealth Management, LLC
INCREASED180,715160,158+20,557+13%$12.4M$13.3M+$934.9K2026-10-23
Invenio Wealth Partners LLC
INCREASED176,194167,384+8,810+5%$12.9M$13.0M+$43.9K2026-10-20
Main Line Retirement Advisors, LLC
INCREASED156,860143,079+13,781+10%$11.1M$11.5M+$497.7K2026-10-14
AJ Advisors, LLC
INCREASED154,924148,577+6,347+4%$11.5M$11.4M-$69.5K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED154,032139,918+14,114+10%$10.8M$11.3K-$10.8M2026-11-02
Strategic Family Wealth Counselors, L.L.C.
INCREASED149,502137,847+11,655+8%$10.6M$11.0M+$360.0K2026-10-29
KOM Wealth Management Group, LLC
NEW148,600—+148,600——$10.9M—2026-10-15
Mission Wealth Management, LP
DECREASED143,954151,560-7,606-5%$11.7M$10.6M-$1.1M2026-10-15
Gutierrez Wealth Advisory, LLC
INCREASED139,913125,787+14,126+11%$9.7M$10.3M+$585.6K2026-11-02
Mendota Financial Group, LLC
INCREASED127,367108,705+18,662+17%$8.4M$9.4M+$981.2K2026-10-07
BankPlus Wealth Management LLC
INCREASED122,917104,339+18,578+18%$8.1M$9.0M+$991.3K2026-10-13
Kings Path Partners LLC
INCREASED120,37794,808+25,569+27%$7.3M$8.9M+$1.5M2026-10-21
GEN Financial Management, Inc.
INCREASED120,275118,704+1,571+1%$9.2M$8.9M-$313.1K2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED111,952109,839+2,113+2%$8.5M$8.2M-$241.2K2026-10-08
Tandem Investment Partners LLC
DECREASED107,317111,462-4,145-4%$8.6M$7.9M-$707.8K2026-10-16
XY Planning Network, Inc.
INCREASED105,72994,460+11,269+12%$7.3M$7.8M+$488.4K2026-10-14
Kaizen Financial Strategies
DECREASED100,765111,040-10,275-9%$8.5M$7.4M-$1.1M2026-10-09
Englebert Financial Advisers, LLC
INCREASED99,77396,927+2,846+3%$7.5M$7.3M-$140.7K2026-10-20
Thrivent Financial for Lutherans
INCREASED96,21484,765+11,449+14%$6.5M$7.1K-$6.5M2026-11-05
Breakwater Investment Management
INCREASED90,08882,465+7,623+9%$6.4M$6.6M+$263.3K2026-10-20
Cypress Point Wealth Management, LLC
INCREASED88,82647,752+41,074+86%$3.7M$6.5M+$2.9M2026-11-03
Addison Advisors LLC
DECREASED83,88087,737-3,857-4%$6.8M$6.2M-$600.9K2026-11-06
Pinion Investment Advisors, LLC
UNCHANGED81,63481,63400%$6.3M$6.0M-$294.9K2026-11-04
Plancorp, LLC
INCREASED78,96666,485+12,481+19%$5.1M$5.9M+$853.8K2026-11-03
Omni 360 Wealth, Inc.
INCREASED77,26375,743+1,520+2%$5.8M$5.7M-$161.7K2026-10-13
Enclave Advisors LLC
DECREASED70,01278,493-8,481-11%$6.1M$5.2M-$907.9K2026-10-14
Linscomb Wealth, Inc.
INCREASED67,23357,967+9,266+16%$4.5M$4.9M+$472.7K2026-11-05
Axxcess Wealth Management, LLC
INCREASED66,95065,880+1,070+2%$5.1M$4.9M-$159.2K2026-10-21
Echo45 Advisors LLC
INCREASED65,40463,629+1,775+3%$4.9M$4.8M-$99.2K2026-10-07
55 North Private Wealth, LLC
INCREASED64,71863,009+1,709+3%$4.9M$4.8M-$101.8K2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED64,29961,740+2,559+4%$4.8M$4.7M-$34.6K2026-10-30
Lynx Investment Advisory
INCREASED61,97247,001+14,971+32%$3.6M$4.6M+$932.3K2026-10-27
Emergent Wealth Advisors, LLC
DECREASED53,76253,894-1320%$4.1M$4.0M-$161.7K2026-10-09
Truist Financial Corp
INCREASED53,3444,285+49,059+1145%$331.0K$3.9M+$3.6M2026-10-30
Vise Technologies, Inc.
NEW52,574—+52,574——$3.9M—2026-10-29
Elite Life Management LLC
INCREASED48,70343,787+4,916+11%$3.3M$3.7M+$319.4K2026-11-06
Brighton Jones LLC
INCREASED48,39441,822+6,572+16%$3.2M$3.6M+$332.8K2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED45,49341,597+3,896+9%$3.2M$3.3M+$136.6K2026-10-08
Stonebridge Financial Planning Group, LLC
DECREASED42,27843,555-1,277-3%$3.4M$3.1M-$251.3K2026-11-06
KPP Advisory Services LLC
INCREASED39,76930,010+9,759+33%$2.3M$2.9M+$610.0K2026-10-26
First Citizens Bank & Trust Co
DECREASED39,50040,317-817-2%$3.1M$2.9M-$205.8K2026-10-14
Trellis Wealth Advisors LLC
INCREASED36,97917,329+19,650+113%$1.3M$2.7M+$1.4M2026-10-19
Thayer Partners, LLC / MA
DECREASED36,05536,733-678-2%$2.8M$2.7M-$182.6K2026-11-06
Farrell Financial LLC
INCREASED31,91729,356+2,561+9%$2.3M$2.3M+$82.5K2026-10-16
Concurrent Investment Advisors, LLC
DECREASED30,88539,447-8,562-22%$3.0M$2.3M-$772.8K2026-10-16
Financial Security Advisor, Inc.
NEW29,210—+29,210——$2.2M—2026-11-03
MCF Advisors LLC
INCREASED27,93627,836+100+0%$2.1M$2.1M-$93.2K2026-10-28
Twin Cities Retirement Group LLC
INCREASED27,63723,028+4,609+20%$1.8M$2.0M+$256.1K2026-10-16
Retirement Planning Group, LLC
INCREASED27,61823,749+3,869+16%$1.8M$2.0M+$199.0K2026-10-19
DeLarme Wealth Management, Inc.
INCREASED26,98426,315+669+3%$2.0M$2.0M-$45.8K2026-10-30
Patriot Investment Management Group, Inc.
INCREASED26,28325,583+700+3%$2.0M$1.9M-$40.9K2026-10-15
Fortress Financial Solutions, LLC
NEW25,872—+25,872——$1.9M—2026-10-14
Sovran Advisors, LLC
NEW22,052—+22,052——$1.6M—2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED21,69715,271+6,426+42%$1.2M$1.6M+$428.9K2026-10-13
Mascoma Wealth Management LLC
NEW21,160—+21,160——$1.6M—2026-10-23
CRA Financial Services, LLC
INCREASED19,58418,699+885+5%$1.4M$1.4M-$2.4K2026-10-16
Physician Wealth Advisors, Inc.
INCREASED17,3276,021+11,306+188%$465.0K$1.3M+$810.6K2026-10-20
L.K. Benson & Company, P.C.
INCREASED16,9647,916+9,048+114%$611.4K$1.2M+$637.4K2026-10-23
Guardsman Private Capital Management, Inc.
INCREASED16,46011,030+5,430+49%$851.9K$1.2M+$359.9K2026-10-19
Atria Investments, Inc
INCREASED15,59615,462+134+1%$1.2M$1.1M-$46.0K2026-10-15
Farther Finance Advisors, LLC
INCREASED13,99313,787+206+1%$1.1M$1.0M-$34.7K2026-10-08
Harbor Investment Advisory, LLC
INCREASED13,90713,347+560+4%$1.0M$1.0M-$7.0K2026-10-13
Altiora Financial Group, LLC
INCREASED13,15513,002+153+1%$1.0M$968.5K-$35.6K2026-11-04
First Citizens Financial Corp
DECREASED12,74314,083-1,340-10%$1.1M$938.1K-$149.5K2026-10-02
Pearl Planning LLC
NEW11,236—+11,236——$827.2K—2026-10-13
Cornerstone Advisory, LLC
INCREASED9,8507,251+2,599+36%$560.0K$725.1K+$165.1K2026-11-06
Peterson Wealth Advisors, LLC
INCREASED8,3443,059+5,285+173%$236.3K$614.3K+$378.0K2026-10-08
Bokf, NA
NEW8,325—+8,325——$612.9K—2026-10-27
Kestra Advisory Services, LLC
INCREASED8,1765,458+2,718+50%$421.5K$601.9K+$180.4K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED8,1096,258+1,851+30%$483.3K$597.0K+$113.6K2026-11-05
Partners in Financial Planning
INCREASED7,5714,911+2,660+54%$379.3K$557.4K+$178.0K2026-11-06
Fort Henry Capital, LLC
NEW7,560—+7,560——$556.6K—2026-10-22
Montag A & Associates Inc
DECREASED7,44010,315-2,875-28%$796.7K$547.7K-$248.9K2026-10-29
Nicholas Wealth, Llc.
DECREASED6,9387,978-1,040-13%$616.2K$510.8K-$105.4K2026-10-26
PFG Advisors
DECREASED6,78711,767-4,980-42%$908.8K$499.7K-$409.2K2026-10-16
FCG Investment Co
INCREASED6,7573,863+2,894+75%$298.4K$497.5K+$199.1K2026-10-13
Ellis Investment Partners, LLC
INCREASED6,7376,236+501+8%$481.6K$496.1K+$14.4K2026-10-21
Compound Planning, Inc.
NEW6,519—+6,519——$479.9K—2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED6,3246,32400%$488.4K$465.6K-$22.8K2026-11-03
Prospera Financial Services Inc
NEW5,756—+5,756——$431.8K—2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED5,7417,083-1,342-19%$547.7K$422.7K-$125.0K2026-10-14
Independent Financial Group, LLC
DECREASED5,6225,710-88-2%$441.0K$413.9K-$27.1K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED5,2645,224+40+1%$403.5K$387.5K-$16.0K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED5,1024,391+711+16%$114.2K$376-$113.9K2026-11-04
Park Avenue Securities LLC
DECREASED4,9165,631-715-13%$435.0K$362-$434.6K2026-10-26
Swmg, LLC
DECREASED4,9054,931-26-1%$376.7K$366.3K-$10.5K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED4,7434,688+55+1%$362.1K$349.2K-$12.9K2026-10-13
Curran Financial Partners, LLC
NEW4,531—+4,531——$333.6K—2026-11-04
Novem Group
DECREASED4,3845,069-685-14%$391.5K$322.7K-$68.8K2026-10-19
Parkside Financial Bank & Trust
INCREASED4,2054,195+10+0%$324.0K$309.6K-$14.4K2026-10-27
Oppenheimer & Co Inc
DECREASED4,1934,533-340-7%$350.1K$308.7K-$41.4K2026-10-26
StoneX Group Inc.
NEW4,191—+4,191——$308.8K—2026-11-03
Sweeney & Michel, LLC
INCREASED4,1204,104+16+0%$312.2K$303.3K-$8.9K2026-10-16
Jones Kertz & Associates, Inc.
INCREASED4,1064,058+48+1%$313.4K$302.3K-$11.1K2026-10-28
Approach Retirement Advisors, LLC
INCREASED4,0854,084+1+0%$315.5K$300.7K-$14.8K2026-10-22
Verus Financial Partners, Inc.
NEW3,901—+3,901——$287.2K—2026-10-29
Koshinski Asset Management, Inc.
NEW3,763—+3,763——$277.0K—2026-10-29
Revisor Wealth Management LLC
DECREASED3,5763,578-20%$276.3K$264.3K-$12.1K2026-10-20
CWS Financial Advisors, LLC
INCREASED3,4773,329+148+4%$257.1K$256.0K-$1.2K2026-10-16
Olistico Wealth, LLC
INCREASED3,3752,286+1,089+48%$176.6K$248.5K+$71.9K2026-10-05
Strategic Blueprint, LLC
UNCHANGED3,3623,36200%$259.7K$247.5K-$12.1K2026-10-22
Ariston Services Group
INCREASED3,2993,214+85+3%$248.2K$242.9K-$5.4K2026-10-16
Baker Boyer National Bank
UNCHANGED3,2573,25700%$251.5K$239.8K-$11.8K2026-11-05
Confluence Wealth Services, Inc.
NEW3,138—+3,138——$231.0K—2026-11-05
Sagespring Wealth Partners, LLC
NEW3,105—+3,105——$228.6K—2026-10-22
Diversify Wealth Management, LLC
NEW3,039—+3,039——$225.5K—2026-10-20
Diversify Advisory Services, LLC
NEW3,039—+3,039——$225.5K—2026-10-20
Cape Investment Advisory, Inc.
DECREASED2,6742,974-300-10%$229.7K$196.9K-$32.8K2026-10-13
Private Trust Co NA
INCREASED2,3941,861+533+29%$143.7K$176.2K+$32.5K2026-10-20
Root Financial Partners, LLC
NEW2,125—+2,125——$156.4K—2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED1,6251,62500%$124.8K$119.4K-$5.4K2026-10-16
Latitude Advisors, LLC
NEW1,445—+1,445——$106.4K—2026-10-27
Fifth Third Bancorp
NEW1,106—+1,106——$81.4K—2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,0941,09400%$84.5K$80.5K-$4.0K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED801792+9+1%$61.1K$59.0K-$2.2K2026-10-26
Allworth Financial LP
INCREASED77870+708+1011%$5.4K$60.1K+$54.7K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED757749+8+1%$57.9K$55.7K-$2.2K2026-10-30
AlphaCore Capital LLC
NEW622—+622——$45.8K—2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED59259200%$45.7K$43.6K-$2.1K2026-10-23
Steph & Co
INCREASED539431+108+25%$33.3K$39.7K+$6.4K2026-10-07
Bank of New Hampshire
UNCHANGED52552500%$40.5K$38.7K-$1.9K2026-10-06
Lanark Financial, Inc.
NEW500—+500——$36.8K—2026-10-26
Signature Equity Partners, LLC
UNCHANGED36636600%$28.3K$26.9K-$1.3K2026-10-29
Bay Harbor Wealth Management, LLC
NEW340—+340——$25.0K—2026-11-03
Golden State Wealth Management, LLC
UNCHANGED31531500%$24.3K$23.2K-$1.1K2026-11-02
Compass Financial Management LLC
NEW292—+292——$21.5K—2026-10-30
IFP Advisors, Inc
DECREASED241469-228-49%$36.2K$17.7K-$18.5K2026-10-16
Creative Financial Designs Inc
DECREASED235690-455-66%$53.3K$17.3K-$36.0K2026-11-04
Jnba Financial Advisors
NEW187—+187——$13.8K—2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW174—+174——$13—2026-10-14
Silver Grove Financial Group, Inc.
INCREASED14236+106+294%$2.8K$10.5K+$7.7K2026-11-05
Larson Financial Group LLC
DECREASED99227-128-56%$17.5K$7.3K-$10.2K2026-11-05
First Command Advisory Services, Inc.
NEW63—+63——$4.6K—2026-11-05
Triumph Capital Management
UNCHANGED454500%$3.5K$3.3K-$1622026-10-14
CX Institutional
NEW33—+33——$2—2026-10-02
Clearstead Advisors, LLC
NEW0—0——$0—2026-11-06
HUB Investment Partners, LLC
CLOSED0552,085-552,085-100%$42.6M$0-$42.6M2026-11-03
Hofer & Associates. Inc
CLOSED0100,511-100,511-100%$7.8M$0-$7.8M2026-10-13
Cogent Private Wealth, Inc.
CLOSED019,919-19,919-100%$1.5M$0-$1.5M2026-11-06
Harpswell Capital Advisors, LLC
CLOSED018,100-18,100-100%$1.4M$0-$1.4M2026-10-09
Creative Planning
CLOSED05,997-5,997-100%$463.2K$0-$463.2K2026-11-02
Integrity Alliance, Llc.
CLOSED05,702-5,702-100%$440.5K$0-$440.5K2026-10-29
Ariadne Wealth Management, LP
CLOSED03,973-3,973-100%$306.9K$0-$306.9K2026-11-06
Stirlingshire Investments, Inc.
CLOSED02,671-2,671-100%$206.3K$0-$206.3K2026-11-05
JFS Wealth Advisors, LLC
CLOSED01,024-1,024-100%$79.1K$0-$79.1K2026-11-03
Angeles Wealth Management, LLC
CLOSED0917-917-100%$70.8K$0-$70.8K2026-10-26
AdvisorNet Financial, Inc
CLOSED0736-736-100%$56.8K$0-$56.8K2026-10-15
Blue Trust, Inc.
CLOSED0549-549-100%$42.4K$0-$42.4K2026-10-15
US Bancorp \de\
CLOSED0160-160-100%$12.4K$0-$12.4K2026-11-05
Mather Group, Llc.
CLOSED01-1-100%$76$0-$762026-10-14
Advance Capital Management, Inc.
N/A—3,854,514-3,854,514-100%$297.7M———
Bank of America Corp
N/A—2,918,533-2,918,533-100%$225.4M———
Nepc LLC
N/A—2,299,200-2,299,200-100%$177.6M———
Financial Engines Advisors L.L.C.
N/A—1,080,904-1,080,904-100%$83.5M———
Alerus Financial NA
N/A—961,921-961,921-100%$74.3M———
Heartland Bank & Trust Co
N/A—838,371-838,371-100%$64.7M———
Orion Porfolio Solutions, LLC
N/A—770,284-770,284-100%$59.5M———
Zhang Financial LLC
N/A—727,196-727,196-100%$56.2M———
Envestnet Asset Management Inc
N/A—691,674-691,674-100%$53.4M———
BOK Financial Private Wealth, Inc.
N/A—655,898-655,898-100%$50.7M———
Wells Fargo & Company
N/A—594,901-594,901-100%$45.9M———
Tilson Financial Group, Inc.
N/A—585,536-585,536-100%$45.2M———
Envestnet Portfolio Solutions, Inc.
N/A—553,912-553,912-100%$42.8M———
Evolve Private Wealth, LLC
N/A—499,984-499,984-100%$38.6M———
Alaethes Wealth, LLC
N/A—452,682-452,682-100%$35.0M———
Mariner, LLC
N/A—423,553-423,553-100%$32.7M———
TFO Wealth Partners, LLC
N/A—376,924-376,924-100%$29.1M———
Gross & Hartman Investments LLC
N/A—359,182-359,182-100%$27.7M———
NewEdge Wealth, LLC
N/A—348,721-348,721-100%$26.9M———
Resolute Capital, LLC
N/A—334,463-334,463-100%$25.8M———
Bcgm Wealth Management, LLC
N/A—329,425-329,425-100%$25.4M———
Scotia Capital Inc.
N/A—243,337-243,337-100%$18.8M———
Safe Harbor Family Capital, LLC
N/A—241,045-241,045-100%$18.6M———
Royal Bank of Canada
N/A—239,827-239,827-100%$18.5M———
Lansing Street Advisors
N/A—234,976-234,976-100%$18.1M———
Conservest Capital Advisors, Inc.
N/A—224,673-224,673-100%$17.4M———
Baird Financial Group, Inc.
N/A—220,928-220,928-100%$17.1M———
Centric Wealth Management
N/A—220,113-220,113-100%$16.7M———
Foundations Investment Advisors, LLC
N/A—213,183-213,183-100%$16.5M———
NewEdge Advisors, LLC
N/A—200,752-200,752-100%$15.5M———
HighTower Advisors, LLC
N/A—195,312-195,312-100%$15.1M———
Olde Wealth Management, LLC
N/A—182,514-182,514-100%$14.1M———
Private Advisor Group, LLC
N/A—171,635-171,635-100%$13.3M———
CFO4Life Group, LLC
N/A—165,823-165,823-100%$12.8M———
Timmons Wealth Management, LLC
N/A—159,827-159,827-100%$12.3M———
MML Investors Services, LLC
N/A—153,517-153,517-100%$11.9M———
Principal Securities, Inc.
N/A—147,365-147,365-100%$11.4M———
&partners
N/A—142,349-142,349-100%$11.0M———
UP Strategic Wealth Investment Advisors LLC
N/A—127,301-127,301-100%$9.7M———
CreativeOne Wealth, LLC
N/A—119,141-119,141-100%$9.2M———
TD Capital Management LLC
N/A—111,119-111,119-100%$8.6M———
Grand Wealth Management, LLC
N/A—104,011-104,011-100%$8.0M———
Susquehanna International Group, LLP
N/A—98,706-98,706-100%$7.6M———
Boston Family Office LLC
N/A—97,054-97,054-100%$7.5M———
Osaic Holdings, Inc.
N/A—96,792-96,792-100%$7.5M———
Fiduciary Financial Advisors
N/A—96,350-96,350-100%$7.4M———
Focus Partners Advisor Solutions, LLC
N/A—75,743-75,743-100%$5.8M———
Raymond James Financial Inc
N/A—72,944-72,944-100%$5.6M———
Bogart Wealth, LLC
N/A—71,345-71,345-100%$5.5M———
Coppell Advisory Solutions LLC
N/A—69,625-69,625-100%$2.8M———
GatePass Capital, LLC
N/A—67,978-67,978-100%$5.3M———
Greenwich Wealth Management LLC
N/A—61,639-61,639-100%$4.8M———
Cerity Partners LLC
N/A—60,023-60,023-100%$4.6M———
Benjamin Edwards Inc
N/A—57,875-57,875-100%$4.5M———
Focus Partners Wealth
N/A—54,410-54,410-100%$4.2M———
Prosperity Bancshares Inc
N/A—53,564-53,564-100%$4.1M———
Savvy Advisors, Inc.
N/A—52,631-52,631-100%$4.1M———
Ethos Financial Group, LLC
N/A—51,200-51,200-100%$4.0M———
Quadrature Capital Ltd
N/A—49,254-49,254-100%$3.8M———
Integrated Wealth Concepts LLC
N/A—47,702-47,702-100%$3.7M———
HTG Investment Advisors, Inc.
N/A—45,998-45,998-100%$3.6M———
Keystone Financial Group
N/A—44,625-44,625-100%$3.4M———
Steffes Financial, Ltd.
N/A—43,663-43,663-100%$3.4M———
Aptus Capital Advisors, LLC
N/A—42,362-42,362-100%$3.3M———
Stifel Financial Corp
N/A—41,424-41,424-100%$3.2M———
Leo H. Evart, Inc.
N/A—38,109-38,109-100%$2.9M———
Topsail Wealth Management, LLC
N/A—34,360-34,360-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—29,881-29,881-100%$2.3M———
Conquis Financial LLC
N/A—29,097-29,097-100%$2.2M———
Essex Financial Services, Inc.
N/A—29,060-29,060-100%$2.2M———
Jane Street Group, LLC
N/A—28,026-28,026-100%$2.2M———
Rothschild Wealth LLC
N/A—27,336-27,336-100%$2.1M———
Harbour Investments, Inc.
N/A—24,018-24,018-100%$1.9M———
Sanctuary Advisors, LLC
N/A—22,546-22,546-100%$1.7M———
Jones Financial Companies Lllp
N/A—21,225-21,225-100%$1.6M———
Brown Advisory Inc
N/A—19,536-19,536-100%$1.5M———
Greenline Wealth Management LLC
N/A—19,291-19,291-100%$1.5M———
Signal Tree Financial Partners LLC
N/A—18,343-18,343-100%$1.4M———
Old Mission Capital LLC
N/A—17,519-17,519-100%$1.4M———
Meeder Advisory Services, Inc.
N/A—17,195-17,195-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—15,785-15,785-100%$1.2M———
Pandowealth. LLC
N/A—15,613-15,613-100%$1.2M———
Daner Wealth Management, LLC
N/A—15,231-15,231-100%$1.2M———
Kovack Advisors, Inc.
N/A—14,585-14,585-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—14,564-14,564-100%$1.1M———
JPMorgan Chase & Co
N/A—13,375-13,375-100%$1.0M———
AQR Capital Management LLC
N/A—11,986-11,986-100%$925.7K———
1015 Capital Partners, LLC
N/A—10,856-10,856-100%$838.4K———
Summit Financial, LLC
N/A—10,809-10,809-100%$834.8K———
OneDigital Investment Advisors LLC
N/A—10,689-10,689-100%$825.5K———
EP Wealth Advisors, LLC
N/A—10,252-10,252-100%$791.8K———
Ketron Financial
N/A—9,280-9,280-100%$716.7K———
Advyzon Investment Management, LLC
N/A—8,840-8,840-100%$682.7K———
Wealthspire Advisors, LLC
N/A—7,842-7,842-100%$605.7K———
Pasadena Private Wealth, LLC
N/A—7,515-7,515-100%$580.4K———
Cetera Investment Advisers
N/A—7,403-7,403-100%$571.8K———
Beacon Pointe Advisors, LLC
N/A—7,027-7,027-100%$542.7K———
Security National Bank of SO DAK
N/A—6,648-6,648-100%$513.4K———
Security National Bank of Sioux City Iowa
N/A—6,611-6,611-100%$510.6K———
Vanguard National Trust Co
N/A—6,502-6,502-100%$502.2K———
Renaissance Technologies LLC
N/A—6,100-6,100-100%$471.1K———
Captrust Financial Advisors
N/A—5,347-5,347-100%$413.0K———
SouthState Bank Corp
N/A—5,285-5,285-100%$408.2K———
SageView Advisory Group, LLC
N/A—5,159-5,159-100%$398.4K———
Pinnacle Financial Partners, Inc.
N/A—4,983-4,983-100%$384.9K———
GeoWealth Management, LLC
N/A—4,815-4,815-100%$371.9K———
Oak Wealth Advisors LLC
N/A—4,554-4,554-100%$351.7K———
Snowden Capital Advisors LLC
N/A—4,536-4,536-100%$350.3K———
LRI Investments, LLC
N/A—4,481-4,481-100%$346.1K———
Haverford Trust Co
N/A—4,322-4,322-100%$333.8K———
Vigil Wealth Management, LLC
N/A—3,759-3,759-100%$290.3K———
BFC Planning, Inc.
N/A—3,602-3,602-100%$278.2K———
Flow Traders U.S. LLC
N/A—3,597-3,597-100%$278.0K———
Betterment LLC
N/A—3,290-3,290-100%$254.0K———
Magnolia Capital Advisors LLC
N/A—3,194-3,194-100%$246.7K———
Wayfinding Financial, LLC
N/A—3,103-3,103-100%$239.0K———
AE Wealth Management LLC
N/A—2,916-2,916-100%$225.2K———
Mercer Global Advisors Inc
N/A—2,829-2,829-100%$218.5K———
Medallion Wealth Advisors, LLC
N/A—2,765-2,765-100%$213.5K———
Morgan Stanley
N/A—2,634-2,634-100%$203.4K———
Bank of Montreal
N/A—2,186-2,186-100%$168.8K———
Continuum Advisory, LLC
N/A—1,815-1,815-100%$140.2K———
Global Retirement Partners, LLC
N/A—1,629-1,629-100%$125.8K———
Arax Advisory Partners
N/A—1,564-1,564-100%$120.8K———
Capital Analysts, LLC
N/A—1,466-1,466-100%$113.0K———
IMA Advisory Services, Inc.
N/A—1,000-1,000-100%$77.2K———
Northwestern Mutual Wealth Management Co
N/A—888-888-100%$68.6K———
Marshall Investment Management, LLC
N/A—808-808-100%$62.4K———
Financial Avengers, Inc.
N/A—729-729-100%$56.3K———
Ankerstar Wealth, LLC
N/A—665-665-100%$51.4K———
Steward Partners Investment Advisory, LLC
N/A—646-646-100%$49.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—603-603-100%$46.6K———
Atomic Invest LLC
N/A—456-456-100%$35.4K———
Geneos Wealth Management Inc.
N/A—430-430-100%$33.2K———
Ancora Advisors LLCA
N/A—328-328-100%$25.3K———
Tidemark, LLC
N/A—270-270-100%$20.9K———
O'shaughnessy Asset Management, LLC
N/A—208-208-100%$16.1K———
Vanguard Advisers Inc
N/A—107-107-100%$8.2K———
IFG Advisory, LLC
N/A—69-69-100%$5.3K———
Bernard Wealth Management Corp.
N/A—12-12-100%$927———
Showing 348 of 348 institutions