IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Short-Term Tips (VTIP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,401,538 from 5,146,018
Change+255,520 (+5%)
Value$265.9M (+$7.4M)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares2,832,668 from 2,611,590
Change+221,078 (+8%)
Value$139.4M (+$8.2M)
Filed 2026-10-20
Studio Investment Management LLC
INCREASED
Shares1,893,778 from 1,869,358
Change+24,420 (+1%)
Value$93.2M (-$686.1K)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares1,658,717 from 1,673,562
Change-14,845 (-1%)
Value$81.6M (-$2.4M)
Filed 2026-10-21
Allied Investment Advisors, LLC
INCREASED
Shares1,633,246 from 4,318
Change+1,628,928 (+37724%)
Value$80.4M (+$80.2M)
Filed 2026-10-13
True Link Financial Advisors, LLC
INCREASED
Shares1,563,812 from 1,525,646
Change+38,166 (+3%)
Value$77.0M (+$337.6K)
Filed 2026-10-27
First Interstate Bank
DECREASED
Shares1,556,685 from 1,568,915
Change-12,230 (-1%)
Value$76.6M (-$2.2M)
Filed 2026-10-23
Accredited Investors Inc.
INCREASED
Shares1,391,218 from 1,014,386
Change+376,832 (+37%)
Value$68.5M (+$17.5M)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
INCREASED
Shares1,079,289 from 749,748
Change+329,541 (+44%)
Value$53.1K (-$37.6M)
Filed 2026-11-05
Altfest L J & Co Inc
INCREASED
Shares1,075,442 from 852,080
Change+223,362 (+26%)
Value$52.9M (+$10.1M)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares963,484 from 900,431
Change+63,053 (+7%)
Value$47.4M (+$2.2M)
Filed 2026-10-21
Beacon Capital Management, Inc.
INCREASED
Shares958,351 from 712,474
Change+245,877 (+35%)
Value$47.2M (+$11.4M)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares896,860 from 45,483
Change+851,377 (+1872%)
Value$44.1M (+$41.9M)
Filed 2026-11-05
Pacific Sage Partners, LLC
INCREASED
Shares859,133 from 809,759
Change+49,374 (+6%)
Value$42.3M (+$1.6M)
Filed 2026-10-21
Moller Wealth Partners
INCREASED
Shares836,680 from 807,517
Change+29,163 (+4%)
Value$41.2M (+$619.8K)
Filed 2026-10-15
Ethos Capital Management, Inc.
INCREASED
Shares825,578 from 715,805
Change+109,773 (+15%)
Value$40.6M (+$4.7M)
Filed 2026-11-03
3Edge Asset Management, LP
INCREASED
Shares824,552 from 140,916
Change+683,636 (+485%)
Value$40.6M (+$33.5M)
Filed 2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares821,706 from 791,967
Change+29,739 (+4%)
Value$40.4M (+$663.9K)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares776,813 from 786,928
Change-10,115 (-1%)
Value$38.2M (-$1.3M)
Filed 2026-11-05
Define Financial, LLC
INCREASED
Shares774,516 from 644,675
Change+129,841 (+20%)
Value$38.1M (+$5.7M)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares749,383 from 738,693
Change+10,690 (+1%)
Value$36.9M (-$219.9K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares707,424 from 639,705
Change+67,719 (+11%)
Value$34.8M (+$2.7M)
Filed 2026-11-02
Marotta Asset Management
DECREASED
Shares659,236 from 667,167
Change-7,931 (-1%)
Value$32.4M (-$590.5K)
Filed 2026-10-02
Commonwealth Equity Services, LLC
INCREASED
Shares631,439 from 525,001
Change+106,438 (+20%)
Value$31.1M (+$4.7M)
Filed 2026-11-02
Northwest Wealth Management, LLC
INCREASED
Shares630,055 from 599,305
Change+30,750 (+5%)
Value$31.0M (+$908.2K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
DECREASED
Shares628,624 from 653,370
Change-24,746 (-4%)
Value$30.9M (-$1.9M)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares540,037 from 181,998
Change+358,039 (+197%)
Value$26.6M (+$17.4M)
Filed 2026-10-09
M Holdings Securities, Inc.
NEW
Shares516,233
Change+516,233
Value$25.2K
Filed 2026-11-03
Schorn Wealth LLC
INCREASED
Shares512,588 from 506,031
Change+6,557 (+1%)
Value$25.2M (-$188.4K)
Filed 2026-10-14
Deane Retirement Strategies, Inc.
DECREASED
Shares488,731 from 495,958
Change-7,227 (-1%)
Value$24.1M (-$858.2K)
Filed 2026-10-09
West Financial Advisors, LLC
NEW
Shares488,357
Change+488,357
Value$24.0M
Filed 2026-10-22
Chemistry Wealth Management LLC
INCREASED
Shares485,347 from 422,416
Change+62,931 (+15%)
Value$23.9M (+$2.7M)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
DECREASED
Shares479,175 from 550,581
Change-71,406 (-13%)
Value$23.2M (-$4.1M)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares462,519 from 429,630
Change+32,889 (+8%)
Value$22.8M (+$1.2M)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares454,858 from 422,683
Change+32,175 (+8%)
Value$22.4M (+$1.2M)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
DECREASED
Shares447,772 from 522,120
Change-74,348 (-14%)
Value$21.8M (-$4.1M)
Filed 2026-10-28
Woodward Financial Advisors, Inc.
INCREASED
Shares446,946 from 432,340
Change+14,606 (+3%)
Value$22.0M (+$282.2K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares432,914 from 395,897
Change+37,017 (+9%)
Value$21.3M (+$1.4M)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares430,689 from 387,486
Change+43,203 (+11%)
Value$21.2M (+$1.7M)
Filed 2026-10-28
Fairway Wealth LLC
DECREASED
Shares424,904 from 1,111,931
Change-687,027 (-62%)
Value$20.9M (+$238.0K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares422,214 from 434,677
Change-12,463 (-3%)
Value$20.8M (-$1.1M)
Filed 2026-11-05
Brickley Wealth Management
INCREASED
Shares418,852 from 414,646
Change+4,206 (+1%)
Value$20.6M (-$211.8K)
Filed 2026-11-04
SJS Investment Consulting Inc.
DECREASED
Shares416,947 from 420,192
Change-3,245 (-1%)
Value$20.5M (-$584.1K)
Filed 2026-10-26
Nkcfo LLC
UNCHANGED
Shares415,950 from 415,950
Change0 (0%)
Value$20.5K (-$20.9M)
Filed 2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED
Shares414,968 from 369,500
Change+45,468 (+12%)
Value$20.4M (+$1.9M)
Filed 2026-10-26
Prosperity Planning, Inc.
INCREASED
Shares412,206 from 384,318
Change+27,888 (+7%)
Value$20.3M (+$984.5K)
Filed 2026-10-09
Strategic Planning Group, LLC
NEW
Shares408,580
Change+408,580
Value$20.1M
Filed 2026-10-22
Sellwood Investment Partners LLC
INCREASED
Shares396,016 from 394,459
Change+1,557 (+0%)
Value$19.5M (-$321.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares388,184 from 365,072
Change+23,112 (+6%)
Value$19.1M (+$768.8K)
Filed 2026-10-08
Nova R Wealth, Inc.
DECREASED
Shares379,337 from 385,525
Change-6,188 (-2%)
Value$18.7M (-$693.9K)
Filed 2026-10-26
Asset Management One Co., Ltd.
INCREASED
Shares376,887 from 359,467
Change+17,420 (+5%)
Value$18.6M (+$494.4K)
Filed 2026-10-27
Fidelis iM, LLC
INCREASED
Shares371,653 from 231,723
Change+139,930 (+60%)
Value$18.3M (+$6.7M)
Filed 2026-10-16
Lpwm LLC
INCREASED
Shares364,020 from 359,230
Change+4,790 (+1%)
Value$17.9M (-$127.0K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares358,702 from 98,310
Change+260,392 (+265%)
Value$17.7M (+$12.7M)
Filed 2026-11-05
Emprise Bank
DECREASED
Shares356,639 from 360,122
Change-3,483 (-1%)
Value$17.6M (-$535.2K)
Filed 2026-10-07
Cypress Capital, LLC
INCREASED
Shares353,162 from 38,471
Change+314,691 (+818%)
Value$17.4M (+$15.5M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares352,562 from 337,503
Change+15,059 (+4%)
Value$17.4K (-$16.9M)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares343,369 from 362,873
Change-19,504 (-5%)
Value$16.6M (-$1.4M)
Filed 2026-10-08
Greystone Financial Group, LLC
DECREASED
Shares340,133 from 345,296
Change-5,163 (-1%)
Value$16.7M (-$602.9K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
INCREASED
Shares328,129 from 304,623
Change+23,506 (+8%)
Value$16.1M (+$773.8K)
Filed 2026-11-03
North Star Investment Management Corp.
DECREASED
Shares322,687 from 333,012
Change-10,325 (-3%)
Value$15.9M (-$844.5K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
DECREASED
Shares322,638 from 335,679
Change-13,041 (-4%)
Value$15.9M (-$980.9K)
Filed 2026-10-22
Atmos Advisory, LLC
INCREASED
Shares316,500 from 313,874
Change+2,626 (+1%)
Value$15.6M (-$187.8K)
Filed 2026-10-06
Verus Financial Partners, Inc.
INCREASED
Shares303,180 from 286,832
Change+16,348 (+6%)
Value$14.9M (+$515.0K)
Filed 2026-10-29
Systelligence, LLC
INCREASED
Shares289,268 from 7,519
Change+281,749 (+3747%)
Value$13.4M (+$13.1M)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares288,288 from 267,911
Change+20,377 (+8%)
Value$14.2M (+$732.4K)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares286,584 from 287,233
Change-649 (0%)
Value$14.1M (-$322.0K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares285,277 from 257,616
Change+27,661 (+11%)
Value$14.0M (+$1.1M)
Filed 2026-10-28
Advocate Group LLC
INCREASED
Shares283,144 from 258,546
Change+24,598 (+10%)
Value$13.9M (+$949.6K)
Filed 2026-10-19
Baron Financial Group, LLC
INCREASED
Shares280,745 from 273,385
Change+7,360 (+3%)
Value$13.8M (+$86.1K)
Filed 2026-10-09
AMG National Trust Bank
INCREASED
Shares268,291 from 237,626
Change+30,665 (+13%)
Value$13.2M (+$1.3M)
Filed 2026-11-05
Vertrix Wealth Management, LLC
INCREASED
Shares263,907 from 262,186
Change+1,721 (+1%)
Value$13.0M (-$180.1K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED
Shares250,647 from 230,722
Change+19,925 (+9%)
Value$12.3M (+$747.7K)
Filed 2026-11-05
Leuthold Group, LLC
INCREASED
Shares248,342 from 209,972
Change+38,370 (+18%)
Value$12.2M (+$1.7M)
Filed 2026-11-04
Financial & Tax Architects, LLC
INCREASED
Shares245,080 from 211,203
Change+33,877 (+16%)
Value$12.1M (+$1.5M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares235,814 from 202,481
Change+33,333 (+16%)
Value$11.6M (+$1.4M)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares235,075 from 197,766
Change+37,309 (+19%)
Value$11.6M (+$1.6M)
Filed 2026-10-21
Net Worth Advisory Group
INCREASED
Shares229,317 from 218,555
Change+10,762 (+5%)
Value$11.1M (+$123.2K)
Filed 2026-10-20
Trust Co
INCREASED
Shares227,773 from 198,357
Change+29,416 (+15%)
Value$11.2M (+$1.2M)
Filed 2026-10-09
Frisco Financial Planning LLC
INCREASED
Shares226,261 from 220,218
Change+6,043 (+3%)
Value$11.1M (+$75.0K)
Filed 2026-10-05
Drum Hill Capital, LLC
NEW
Shares224,564
Change+224,564
Value$11.1M
Filed 2026-10-20
Kondo Wealth Advisors, Inc.
INCREASED
Shares223,607 from 218,914
Change+4,693 (+2%)
Value$11.0M (+$10.0K)
Filed 2026-10-19
Colorado Capital Management, Inc.
INCREASED
Shares221,634 from 218,240
Change+3,394 (+2%)
Value$10.9K (-$53)
Filed 2026-10-15
Sepio Capital, LP
INCREASED
Shares214,901 from 202,550
Change+12,351 (+6%)
Value$10.6M (+$403.4K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares212,753 from 229,601
Change-16,848 (-7%)
Value$10.5M (-$1.1M)
Filed 2026-11-02
Aurelius Family Office LLC
INCREASED
Shares212,565 from 211,089
Change+1,476 (+1%)
Value$10.5M (-$140.6K)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares211,510 from 200,465
Change+11,045 (+6%)
Value$10.4K (-$10.1M)
Filed 2026-10-28
Bouvel Investment Partners, LLC
INCREASED
Shares208,067 from 169,981
Change+38,086 (+22%)
Value$10.2M (+$1.7M)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares201,828 from 201,306
Change+522 (+0%)
Value$9.9M (-$177.6K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares199,617 from 188,498
Change+11,119 (+6%)
Value$9.8M (+$356.9K)
Filed 2026-10-14
Evanson Financial, LLC
INCREASED
Shares198,184 from 41,118
Change+157,066 (+382%)
Value$9.8M (+$7.7M)
Filed 2026-10-23
Jeppson Wealth Management, LLC
INCREASED
Shares198,119 from 177,112
Change+21,007 (+12%)
Value$9.8M (+$855.1K)
Filed 2026-10-20
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares196,242 from 188,667
Change+7,575 (+4%)
Value$9.7M (+$182.3K)
Filed 2026-10-16
Wright Wealth LLC
INCREASED
Shares193,422 from 181,857
Change+11,565 (+6%)
Value$9.5M (+$385.6K)
Filed 2026-10-29
White Lighthouse Investment Management Inc.
INCREASED
Shares192,767 from 179,052
Change+13,715 (+8%)
Value$9.5M (+$494.2K)
Filed 2026-10-21
SimpliFi, Inc.
INCREASED
Shares191,672 from 188,962
Change+2,710 (+1%)
Value$9.4M (-$57.5K)
Filed 2026-10-28
Nvwm, LLC
INCREASED
Shares189,379 from 185,611
Change+3,768 (+2%)
Value$9.3M (-$2.0K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares186,203 from 79,365
Change+106,838 (+135%)
Value$9.2M (+$5.2M)
Filed 2026-11-04
Friday Financial
INCREASED
Shares185,693 from 149,923
Change+35,770 (+24%)
Value$9.0M (+$1.5M)
Filed 2026-10-09
Svrn Asset Management, LLC
DECREASED
Shares185,373 from 191,697
Change-6,324 (-3%)
Value$9.1M (-$504.9K)
Filed 2026-11-02
Robinswood Financial LLC
INCREASED
Shares185,058 from 176,420
Change+8,638 (+5%)
Value$9.0M (+$139.6K)
Filed 2026-10-20
Clarity Capital Advisors, LLC
INCREASED
Shares183,604 from 177,909
Change+5,695 (+3%)
Value$9.0M (+$100.6K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares183,309 from 78,668
Change+104,641 (+133%)
Value$9.0M (+$5.1M)
Filed 2026-10-28
Gradient Capital Advisors, LLC
INCREASED
Shares181,736 from 169,781
Change+11,955 (+7%)
Value$8.9M (+$417.0K)
Filed 2026-10-21
Bulwark Capital Corp
INCREASED
Shares181,301 from 169,013
Change+12,288 (+7%)
Value$8.9M (+$434.1K)
Filed 2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED
Shares178,950 from 177,179
Change+1,771 (+1%)
Value$8.8M (-$91.8K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares174,777 from 25,809
Change+148,968 (+577%)
Value$8.6M (+$7.3M)
Filed 2026-10-16
Elevation Capital Advisory, LLC
INCREASED
Shares170,611 from 135,370
Change+35,241 (+26%)
Value$8.4M (+$1.6M)
Filed 2026-10-29
Family Wealth Partners, LLC
INCREASED
Shares169,724 from 158,373
Change+11,351 (+7%)
Value$8.4M (+$398.7K)
Filed 2026-10-20
Good Harbor Advisors, Inc.
INCREASED
Shares168,092 from 155,086
Change+13,006 (+8%)
Value$8.3M (+$483.4K)
Filed 2026-10-20
Certified Advisory Corp
INCREASED
Shares166,515 from 140,849
Change+25,666 (+18%)
Value$8.2M (+$1.1M)
Filed 2026-10-29
First Business Financial Services, Inc.
INCREASED
Shares166,177 from 150,171
Change+16,006 (+11%)
Value$8.2M (+$636.1K)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares165,545 from 157,374
Change+8,171 (+5%)
Value$8.1M (+$243.2K)
Filed 2026-10-21
Factor Wealth Management LTD
DECREASED
Shares165,473 from 205,131
Change-39,658 (-19%)
Value$8.1M (-$2.2M)
Filed 2026-10-08
Family CFO Inc
INCREASED
Shares165,039 from 163,287
Change+1,752 (+1%)
Value$8.1M (-$78.7K)
Filed 2026-10-30
Guild Investment Management, Inc.
DECREASED
Shares161,815 from 165,305
Change-3,490 (-2%)
Value$8.0M (-$338.7K)
Filed 2026-11-03
Foundry Financial LLC
NEW
Shares160,830
Change+160,830
Value$7.9M
Filed 2026-10-16
Almanack Investment Partners, Llc.
DECREASED
Shares158,131 from 194,395
Change-36,264 (-19%)
Value$7.8M (-$2.0M)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares156,745 from 145,576
Change+11,169 (+8%)
Value$7.7M (+$402.7K)
Filed 2026-11-04
Meritas Wealth Management, LLC
INCREASED
Shares156,548 from 132,871
Change+23,677 (+18%)
Value$7.7M (+$1.0M)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares150,429 from 99,602
Change+50,827 (+51%)
Value$7.4M (+$2.4M)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares148,807 from 143,329
Change+5,478 (+4%)
Value$7.3M (+$124.9K)
Filed 2026-10-09
Global Wealth Management, LLC
INCREASED
Shares144,074 from 132,699
Change+11,375 (+9%)
Value$7.1M (+$425.9K)
Filed 2026-10-15
Secure Asset Management, LLC
INCREASED
Shares140,586 from 127,696
Change+12,890 (+10%)
Value$6.9M (+$505.5K)
Filed 2026-10-19
Greenbush Financial Group, LLC
INCREASED
Shares139,453 from 132,386
Change+7,067 (+5%)
Value$6.9M (+$214.2K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares133,210 from 119,178
Change+14,032 (+12%)
Value$6.6M (+$570.3K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares132,235 from 116,735
Change+15,500 (+13%)
Value$6.5M (+$645.0K)
Filed 2026-11-03
Peirce Capital Management, LLC
INCREASED
Shares131,232 from 127,798
Change+3,434 (+3%)
Value$6.5M (+$39.9K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares131,031 from 102,321
Change+28,710 (+28%)
Value$6.4M (+$1.3M)
Filed 2026-10-28
TME Financial, Inc.
INCREASED
Shares130,939 from 114,678
Change+16,261 (+14%)
Value$6.4M (+$684.6K)
Filed 2026-10-14
Alps Advisors Inc
INCREASED
Shares129,590 from 57,225
Change+72,365 (+126%)
Value$6.4M (+$3.5M)
Filed 2026-11-03
KFG LLC
NEW
Shares128,712
Change+128,712
Value$6.3M
Filed 2026-11-02
Manuka Financial, LLC
INCREASED
Shares128,704 from 122,798
Change+5,906 (+5%)
Value$6.3M (+$166.7K)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares127,065 from 119,732
Change+7,333 (+6%)
Value$6.3M (+$240.0K)
Filed 2026-10-30
Modera Wealth Management, LLC
INCREASED
Shares125,018 from 42,826
Change+82,192 (+192%)
Value$6.2M (+$4.0M)
Filed 2026-10-28
Symmetry Partners, LLC
INCREASED
Shares122,290 from 117,243
Change+5,047 (+4%)
Value$6.0M (+$130.0K)
Filed 2026-10-27
Northern Lights Advisors, Inc.
INCREASED
Shares122,262 from 113,207
Change+9,055 (+8%)
Value$6.0M (+$331.4K)
Filed 2026-10-21
Aspirean Wealth, LLC
INCREASED
Shares118,337 from 115,425
Change+2,912 (+3%)
Value$5.8M (+$26.8K)
Filed 2026-11-03
Optima Capital LLC
NEW
Shares116,930
Change+116,930
Value$5.8M
Filed 2026-10-29
Squire Investment Management Company, LLC
INCREASED
Shares115,013 from 103,823
Change+11,190 (+11%)
Value$5.7M (+$445.9K)
Filed 2026-11-03
Mullaney, Keating & Wright, Inc.
DECREASED
Shares114,565 from 114,848
Change-283 (0%)
Value$5.6M (-$129.9K)
Filed 2026-10-19
Essential Planning, Llc.
DECREASED
Shares113,410 from 116,587
Change-3,177 (-3%)
Value$5.6M (-$274.2K)
Filed 2026-10-21
Shotwell Rutter Baer Inc
INCREASED
Shares113,110 from 111,644
Change+1,466 (+1%)
Value$5.6M (-$40.6K)
Filed 2026-10-14
Destiny Wealth Partners, LLC
INCREASED
Shares111,672 from 96,002
Change+15,670 (+16%)
Value$5.5M (+$687.7K)
Filed 2026-11-05
Aerodigm Wealth, LLC
DECREASED
Shares106,171 from 106,332
Change-161 (0%)
Value$5.2M (-$115.3K)
Filed 2026-10-16
Anderson Hoagland & Co
INCREASED
Shares105,893 from 100,376
Change+5,517 (+6%)
Value$5.2M (+$127.8K)
Filed 2026-10-23
Ejmk Ventures LLC
INCREASED
Shares103,266 from 94,201
Change+9,065 (+10%)
Value$5.1M (+$351.0K)
Filed 2026-10-21
Hurlow Wealth Management Group, Inc.
INCREASED
Shares99,801 from 93,496
Change+6,305 (+7%)
Value$4.9M (+$215.9K)
Filed 2026-10-29
Hoese & Co LLP
INCREASED
Shares97,602 from 97,390
Change+212 (+0%)
Value$4.8M (-$87.0K)
Filed 2026-10-21
Belvedere Trading LLC
NEW
Shares97,000
Change+97,000
Value$4.8M
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares96,654 from 84,781
Change+11,873 (+14%)
Value$4.7M (+$478.2K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares94,708 from 101,713
Change-7,005 (-7%)
Value$4.7M (-$447.5K)
Filed 2026-11-03
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares93,472 from 93,141
Change+331 (+0%)
Value$4.6M (-$77.8K)
Filed 2026-10-27
Blueprint Investment Partners LLC
DECREASED
Shares92,250 from 106,315
Change-14,065 (-13%)
Value$4.5M (-$799.7K)
Filed 2026-10-28
Maryland Capital Advisors Inc.
INCREASED
Shares90,989 from 88,269
Change+2,720 (+3%)
Value$4.5M (+$44.7K)
Filed 2026-10-15
Sagace Wealth Management LLC
INCREASED
Shares89,632 from 66,445
Change+23,187 (+35%)
Value$4.4M (+$1.1M)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares89,345 from 49,429
Change+39,916 (+81%)
Value$4.4M (+$1.9M)
Filed 2026-10-19
Prism Planning Partners LLC
INCREASED
Shares88,983 from 78,204
Change+10,779 (+14%)
Value$4.4M (+$451.5K)
Filed 2026-10-27
Belleair Asset Management, LLC
DECREASED
Shares88,325 from 93,078
Change-4,753 (-5%)
Value$4.3M (-$328.0K)
Filed 2026-11-03
Gilbert Capital Group, Inc.
INCREASED
Shares85,501 from 66,516
Change+18,985 (+29%)
Value$4.2M (+$867.3K)
Filed 2026-10-28
Austin Asset Management Co Inc
DECREASED
Shares84,542 from 85,089
Change-547 (-1%)
Value$4.2M (-$112.9K)
Filed 2026-10-29
Chesley Taft & Associates LLC
INCREASED
Shares84,169 from 79,619
Change+4,550 (+6%)
Value$4.1M (+$143.5K)
Filed 2026-10-13
West Paces Advisors Inc.
INCREASED
Shares84,140 from 81,510
Change+2,630 (+3%)
Value$4.1M (+$47.1K)
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares82,881 from 47,402
Change+35,479 (+75%)
Value$4.1M (+$1.7M)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
INCREASED
Shares81,556 from 74,809
Change+6,747 (+9%)
Value$4.0M (+$256.5K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares80,161 from 50,599
Change+29,562 (+58%)
Value$3.9M (+$1.4M)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
INCREASED
Shares79,688 from 76,949
Change+2,739 (+4%)
Value$3.9M (+$57.1K)
Filed 2026-10-14
CogentBlue Wealth Advisors, LLC
INCREASED
Shares79,100 from 76,023
Change+3,077 (+4%)
Value$3.9M (+$74.7K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares78,956 from 71,528
Change+7,428 (+10%)
Value$3.9M (+$293.4K)
Filed 2026-10-13
National Wealth Management Group, LLC
NEW
Shares78,156
Change+78,156
Value$3.8M
Filed 2026-10-26
Sage Rhino Capital LLC
DECREASED
Shares77,489 from 78,478
Change-989 (-1%)
Value$3.8M (-$127.9K)
Filed 2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares76,810 from 83,134
Change-6,324 (-8%)
Value$3.8M (-$395.2K)
Filed 2026-10-14
RAM Investment Partners, LLC
DECREASED
Shares76,710 from 76,809
Change-99 (0%)
Value$3.8M (-$82.5K)
Filed 2026-10-21
Forum Financial Management, LP
INCREASED
Shares76,519 from 64,525
Change+11,994 (+19%)
Value$3.8M (+$525.2K)
Filed 2026-10-16
ARK & TLK Investments, LLC
INCREASED
Shares76,087 from 67,141
Change+8,946 (+13%)
Value$3.7M (+$372.5K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares75,185 from 75,949
Change-764 (-1%)
Value$3.7M (-$114.3K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares74,635 from 70,797
Change+3,838 (+5%)
Value$3.7M (+$117.4K)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares71,124 from 67,688
Change+3,436 (+5%)
Value$3.5M (+$100.8K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
INCREASED
Shares71,005 from 64,735
Change+6,270 (+10%)
Value$3.5M (+$258.2K)
Filed 2026-10-27
Private Wealth Management Group, LLC
INCREASED
Shares68,566 from 67,252
Change+1,314 (+2%)
Value$3.4M (-$3.3K)
Filed 2026-10-19
Avant Financial Advisors LLC
INCREASED
Shares68,330 from 64,573
Change+3,757 (+6%)
Value$3.4M (+$119.7K)
Filed 2026-11-02
Boston Standard Wealth Management, LLC
INCREASED
Shares68,070 from 61,986
Change+6,084 (+10%)
Value$3.4M (+$277.2K)
Filed 2026-10-07
Centennial Advisors, LLC
INCREASED
Shares68,038 from 65,600
Change+2,438 (+4%)
Value$3.3M (+$53.8K)
Filed 2026-10-21
Liberty Capital Management, Inc.
INCREASED
Shares67,976 from 64,073
Change+3,903 (+6%)
Value$3.3M (+$127.4K)
Filed 2026-11-02
Washington Trust Bank
INCREASED
Shares67,388 from 63,909
Change+3,479 (+5%)
Value$3.3M (+$106.7K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares67,312 from 45,687
Change+21,625 (+47%)
Value$3.3M (+$1.0M)
Filed 2026-11-03
Farrell Financial LLC
INCREASED
Shares66,780 from 62,205
Change+4,575 (+7%)
Value$3.3M (+$162.4K)
Filed 2026-10-16
Sharper & Granite LLC
DECREASED
Shares66,773 from 67,383
Change-610 (-1%)
Value$3.3M (-$49.3K)
Filed 2026-11-02
Spartan Planning & Wealth Management
INCREASED
Shares66,425 from 64,622
Change+1,803 (+3%)
Value$3.3M (+$23.5K)
Filed 2026-10-13
Sterling Financial Planning, Inc.
INCREASED
Shares66,081 from 61,111
Change+4,970 (+8%)
Value$3.3M (+$182.9K)
Filed 2026-10-28
Financial Life Advisors
INCREASED
Shares65,910 from 63,091
Change+2,819 (+4%)
Value$3.2M (+$75.0K)
Filed 2026-10-14
Columbus Macro, LLC
INCREASED
Shares65,569 from 45,673
Change+19,896 (+44%)
Value$3.2M (+$933.2K)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares64,724 from 64,964
Change-240 (0%)
Value$3.2M (-$77.4K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares63,101 from 54,133
Change+8,968 (+17%)
Value$3.1M (+$386.7K)
Filed 2026-10-23
Centurion Wealth Management LLC
DECREASED
Shares61,743 from 61,876
Change-133 (0%)
Value$3.0M (-$69.0K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
INCREASED
Shares61,284 from 57,326
Change+3,958 (+7%)
Value$3.0M (+$136.9K)
Filed 2026-10-13
Veery Capital, LLC
INCREASED
Shares61,020 from 55,228
Change+5,792 (+10%)
Value$3.0M (+$229.3K)
Filed 2026-10-07
Ifrah Financial Services, Inc.
INCREASED
Shares60,546 from 60,170
Change+376 (+1%)
Value$3.0M (-$42.2K)
Filed 2026-10-13
Altiora Financial Group, LLC
INCREASED
Shares60,124 from 51,569
Change+8,555 (+17%)
Value$3.0M (+$369.0K)
Filed 2026-11-04
Kathmere Capital Management, LLC
UNCHANGED
Shares59,481 from 59,481
Change0 (0%)
Value$2.9M (-$60.1K)
Filed 2026-10-20
Capital Squared Financial LLC
INCREASED
Shares59,191 from 46,088
Change+13,103 (+28%)
Value$2.9M (+$598.4K)
Filed 2026-10-30
New Dimensions Wealth Management, LLC
INCREASED
Shares58,973 from 52,849
Change+6,124 (+12%)
Value$2.9M (+$248.0K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares58,542 from 47,497
Change+11,045 (+23%)
Value$2.9M (+$495.7K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares58,265 from 54,468
Change+3,797 (+7%)
Value$2.9M (+$131.9K)
Filed 2026-10-14
Lakewood Asset Management LLC
INCREASED
Shares57,935 from 53,286
Change+4,649 (+9%)
Value$2.9M (+$175.0K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares57,550 from 6,565
Change+50,985 (+777%)
Value$2.8M (+$2.5M)
Filed 2026-10-09
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares57,324 from 55,440
Change+1,884 (+3%)
Value$2.8M (+$36.8K)
Filed 2026-10-08
Arbor Investment Advisors, LLC
INCREASED
Shares56,414 from 47,167
Change+9,247 (+20%)
Value$2.8M (+$407.5K)
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares53,816 from 53,210
Change+606 (+1%)
Value$2.6M (-$23.9K)
Filed 2026-10-02
Apollon Wealth Management, LLC
DECREASED
Shares53,644 from 62,369
Change-8,725 (-14%)
Value$2.6M (-$492.4K)
Filed 2026-10-23
Baker Ellis Asset Management LLC
INCREASED
Shares52,675 from 49,175
Change+3,500 (+7%)
Value$2.6M (+$122.6K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares52,612 from 42,875
Change+9,737 (+23%)
Value$2.5M (+$421.7K)
Filed 2026-10-19
LifeWealth Investments, LLC
DECREASED
Shares52,113 from 206,411
Change-154,298 (-75%)
Value$2.6M (-$7.8M)
Filed 2026-10-21
Kaufman Rossin Wealth, LLC
INCREASED
Shares52,011 from 45,605
Change+6,406 (+14%)
Value$2.6M (+$295.2K)
Filed 2026-10-19
Approach Retirement Advisors, LLC
INCREASED
Shares51,875 from 51,102
Change+773 (+2%)
Value$2.6M (-$13.6K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares51,344 from 5,326
Change+46,018 (+864%)
Value$2.5M (+$2.3M)
Filed 2026-11-03
Monarch Capital Management Inc
DECREASED
Shares50,828 from 51,236
Change-408 (-1%)
Value$2.5M (-$71.8K)
Filed 2026-10-19
First Hawaiian Bank
DECREASED
Shares50,749 from 67,978
Change-17,229 (-25%)
Value$2.5M (-$916.7K)
Filed 2026-10-14
Hegarty Advisors, LLC
DECREASED
Shares50,334 from 51,636
Change-1,302 (-3%)
Value$2.5M (-$116.2K)
Filed 2026-10-20
Barry Investment Advisors, LLC
DECREASED
Shares49,735 from 54,547
Change-4,812 (-9%)
Value$2.4M (-$291.9K)
Filed 2026-10-14
SpringVest Wealth Management LLC
DECREASED
Shares49,459 from 50,139
Change-680 (-1%)
Value$2.4M (-$84.1K)
Filed 2026-10-27
Brooklyn FI, LLC
INCREASED
Shares49,453 from 50
Change+49,403 (+98806%)
Value$2.4M (+$2.4M)
Filed 2026-11-05
TSA Wealth Managment LLC
INCREASED
Shares49,364 from 41,191
Change+8,173 (+20%)
Value$2.4M (+$360.7K)
Filed 2026-10-22
Trust Co of Toledo NA
INCREASED
Shares49,293 from 22,750
Change+26,543 (+117%)
Value$2.4M (+$1.3M)
Filed 2026-10-16
Legacy Financial Group, Inc.
INCREASED
Shares49,148 from 47,568
Change+1,580 (+3%)
Value$2.4M (+$29.7K)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
INCREASED
Shares48,770 from 47,469
Change+1,301 (+3%)
Value$2.4M (+$16.1K)
Filed 2026-10-29
Lodestar Private Asset Management LLC
DECREASED
Shares47,288 from 52,671
Change-5,383 (-10%)
Value$2.3M (-$318.2K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares47,194 from 46,124
Change+1,070 (+2%)
Value$2.3M (+$6.1K)
Filed 2026-10-13
CGN Advisors LLC
DECREASED
Shares47,079 from 50,453
Change-3,374 (-7%)
Value$2.3M (-$217.0K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares46,340 from 43,373
Change+2,967 (+7%)
Value$2.3K (-$2.2M)
Filed 2026-10-26
Macroview Investment Management LLC
DECREASED
Shares46,223 from 46,293
Change-70 (0%)
Value$2.3M (-$50.2K)
Filed 2026-10-26
OAK Family Advisors, LLC
DECREASED
Shares46,013 from 47,463
Change-1,450 (-3%)
Value$2.3M (-$119.3K)
Filed 2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED
Shares45,325 from 45,315
Change+10 (+0%)
Value$2.2M (-$45.2K)
Filed 2026-11-02
Guardian Partners Inc.
NEW
Shares45,200
Change+45,200
Value$2.2M
Filed 2026-10-21
Equity Investment Corp
INCREASED
Shares44,450 from 43,550
Change+900 (+2%)
Value$2.2M (+$312)
Filed 2026-11-04
Zeit Capital LLC
DECREASED
Shares43,706 from 43,775
Change-69 (0%)
Value$2.2M (-$47.6K)
Filed 2026-10-19
Asset Allocation Strategies LLC
DECREASED
Shares43,690 from 44,806
Change-1,116 (-2%)
Value$2.2M (-$100.2K)
Filed 2026-10-20
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares43,406 from 40,896
Change+2,510 (+6%)
Value$2.1M (+$82.2K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
INCREASED
Shares42,652 from 1,679
Change+40,973 (+2440%)
Value$2.1M (+$2.0M)
Filed 2026-11-04
Davenport & Co LLC
NEW
Shares42,569
Change+42,569
Value$2.1M
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares41,808 from 59,187
Change-17,379 (-29%)
Value$2.1M (-$915.2K)
Filed 2026-11-04
Maseco LLP
INCREASED
Shares41,201 from 32,302
Change+8,899 (+28%)
Value$2.0M (+$405.4K)
Filed 2026-10-27
Amicus Financial Advisors, LLC
INCREASED
Shares40,940 from 40,470
Change+470 (+1%)
Value$2.0M (-$17.7K)
Filed 2026-11-03
Fiduciary Advisors, Inc.
INCREASED
Shares40,837 from 19,565
Change+21,272 (+109%)
Value$2.0M (+$1.0M)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares40,428 from 34,905
Change+5,523 (+16%)
Value$2.0M (+$235.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares40,428 from 34,905
Change+5,523 (+16%)
Value$2.0M (+$235.5K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares40,368 from 35,999
Change+4,369 (+12%)
Value$2.0M (+$178.7K)
Filed 2026-11-04
Elser Financial Planning, Inc
NEW
Shares39,707
Change+39,707
Value$2.0M
Filed 2026-10-16
Aries Wealth Management
INCREASED
Shares39,548 from 37,089
Change+2,459 (+7%)
Value$1.9M (+$83.6K)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
NEW
Shares39,371
Change+39,371
Value$1.9M
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares39,182 from 38,554
Change+628 (+2%)
Value$1.9M (-$8.1K)
Filed 2026-10-28
Wealthcare Capital Management LLC
INCREASED
Shares37,837 from 25,899
Change+11,938 (+46%)
Value$1.9M (+$561.4K)
Filed 2026-10-21
Donalies Financial Planning, LLC
INCREASED
Shares37,822 from 33,352
Change+4,470 (+13%)
Value$1.9M (+$186.3K)
Filed 2026-10-19
Upper Left Wealth Management, LLC
NEW
Shares37,392
Change+37,392
Value$1.8M
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares36,851 from 36,755
Change+96 (+0%)
Value$1.8M (-$32.4K)
Filed 2026-10-29
Brown Wealth Management, LLC
INCREASED
Shares35,870 from 33,977
Change+1,893 (+6%)
Value$1.8M (+$58.8K)
Filed 2026-10-20
Tilia Fiduciary Partners, Inc.
DECREASED
Shares35,379 from 35,599
Change-220 (-1%)
Value$1.7M (-$46.8K)
Filed 2026-10-09
Oak Harvest Investment Services
DECREASED
Shares35,045 from 37,858
Change-2,813 (-7%)
Value$1.7M (-$176.7K)
Filed 2026-10-20
J. Team Financial, Inc.
INCREASED
Shares34,865 from 30,738
Change+4,127 (+13%)
Value$1.7M (+$172.1K)
Filed 2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED
Shares34,697 from 34,697
Change0 (0%)
Value$1.7M (-$35.0K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares34,577 from 33,415
Change+1,162 (+3%)
Value$1.7M (+$23.4K)
Filed 2026-10-26
Dorval Corp
DECREASED
Shares34,050 from 34,867
Change-817 (-2%)
Value$1.7M (-$75.4K)
Filed 2026-10-29
Capital Investment Services of America, Inc.
INCREASED
Shares33,795 from 10,673
Change+23,122 (+217%)
Value$1.7M (+$1.1M)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares32,925 from 32,296
Change+629 (+2%)
Value$1.6M (-$1.7K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares32,035 from 27,730
Change+4,305 (+16%)
Value$1.6M (+$183.9K)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
INCREASED
Shares31,796 from 29,277
Change+2,519 (+9%)
Value$1.6M (+$94.4K)
Filed 2026-10-15
Level Financial Advisors
DECREASED
Shares31,736 from 35,019
Change-3,283 (-9%)
Value$1.6M (-$197.0K)
Filed 2026-10-13
TPG Advisors LLC
INCREASED
Shares31,626 from 17,908
Change+13,718 (+77%)
Value$1.6M (+$657.1K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED
Shares31,575 from 31,533
Change+42 (+0%)
Value$1.6M (-$29.8K)
Filed 2026-11-02
Blueprint Financial Advisors LLC
INCREASED
Shares31,180 from 10,015
Change+21,165 (+211%)
Value$1.5M (+$1.0M)
Filed 2026-10-28
Legacy Wealth Asset Management, LLC
NEW
Shares30,763
Change+30,763
Value$1.5M
Filed 2026-10-09
Alliance Wealth Advisors, LLC
INCREASED
Shares30,117 from 25,278
Change+4,839 (+19%)
Value$1.5M (+$212.6K)
Filed 2026-10-28
Essential Partners LLC
DECREASED
Shares30,046 from 30,156
Change-110 (0%)
Value$1.5M (-$35.9K)
Filed 2026-10-14
FC Advisory LLC
INCREASED
Shares29,880 from 21,520
Change+8,360 (+39%)
Value$1.5M (+$389.8K)
Filed 2026-10-05
Mustard Seed Financial, LLC
INCREASED
Shares29,855 from 28,594
Change+1,261 (+4%)
Value$1.5M (+$33.2K)
Filed 2026-10-30
Brighton Securities Corp.
INCREASED
Shares29,762 from 28,601
Change+1,161 (+4%)
Value$1.5M (+$28.3K)
Filed 2026-10-08
Tassel Capital Management, Inc.
INCREASED
Shares29,514 from 25,084
Change+4,430 (+18%)
Value$1.5M (+$192.7K)
Filed 2026-10-20
JDH Wealth Management, LLC
INCREASED
Shares29,358 from 25,747
Change+3,611 (+14%)
Value$1.4M (+$151.7K)
Filed 2026-10-20
Beacon Financial Advisory LLC
NEW
Shares29,277
Change+29,277
Value$1.4M
Filed 2026-10-16
Rinkey Investments
INCREASED
Shares29,008 from 29,006
Change+2 (+0%)
Value$1.4M (-$29.2K)
Filed 2026-10-28
Financial Planning Navigators Corp
INCREASED
Shares28,156 from 26,662
Change+1,494 (+6%)
Value$1.4M (+$46.6K)
Filed 2026-10-14
Kings Path Partners LLC
INCREASED
Shares28,152 from 21,889
Change+6,263 (+29%)
Value$1.4M (+$286.2K)
Filed 2026-10-21
Calder Financial LLC
DECREASED
Shares28,137 from 28,792
Change-655 (-2%)
Value$1.4M (-$61.3K)
Filed 2026-10-13
Mengis Capital Management, Inc.
INCREASED
Shares28,070 from 17,039
Change+11,031 (+65%)
Value$1.4M (+$525.7K)
Filed 2026-10-13
Capstone Wealth Management, LLC
INCREASED
Shares27,757 from 25,339
Change+2,418 (+10%)
Value$1.4M (+$93.4K)
Filed 2026-11-02
Investment Partners, Ltd.
NEW
Shares27,436
Change+27,436
Value$1.4M
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares27,379 from 27,099
Change+280 (+1%)
Value$1.3K (-$1.4M)
Filed 2026-11-05
Sheets Smith Wealth Management
INCREASED
Shares27,370 from 25,257
Change+2,113 (+8%)
Value$1.3M (+$78.5K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares27,098 from 17,458
Change+9,640 (+55%)
Value$1.3M (+$456.8K)
Filed 2026-10-30
Physician Wealth Solutions Inc.
INCREASED
Shares26,771 from 20,831
Change+5,940 (+29%)
Value$1.3M (+$271.3K)
Filed 2026-10-14
Maltin Wealth Management, Inc.
INCREASED
Shares26,580 from 24,652
Change+1,928 (+8%)
Value$1.3M (+$70.0K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED
Shares26,472 from 23,147
Change+3,325 (+14%)
Value$1.3M (+$140.3K)
Filed 2026-10-05
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares26,105 from 20,935
Change+5,170 (+25%)
Value$1.3M (+$233.3K)
Filed 2026-11-04
S.A. Mason LLC
INCREASED
Shares25,869 from 25,864
Change+5 (+0%)
Value$1.3M (-$25.9K)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
INCREASED
Shares25,759 from 23,619
Change+2,140 (+9%)
Value$1.3M (+$81.5K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares25,583 from 19,689
Change+5,894 (+30%)
Value$1.3M (+$264.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares25,444 from 14,979
Change+10,465 (+70%)
Value$1.3M (+$499.9K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares25,022 from 19,920
Change+5,102 (+26%)
Value$1.2M (+$231.0K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares25,016 from 20,586
Change+4,430 (+22%)
Value$1.2M (+$197.2K)
Filed 2026-10-21
Breakwater Investment Management
DECREASED
Shares24,993 from 28,433
Change-3,440 (-12%)
Value$1.2M (-$198.0K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,434 from 24,112
Change+322 (+1%)
Value$1.2M (-$8.5K)
Filed 2026-10-13
L.K. Benson & Company, P.C.
INCREASED
Shares24,374 from 23,233
Change+1,141 (+5%)
Value$1.2M (+$32.8K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares24,339 from 21,160
Change+3,179 (+15%)
Value$1.2M (+$135.1K)
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares24,286 from 23,264
Change+1,022 (+4%)
Value$1.2M (+$26.8K)
Filed 2026-10-22
Prosperity Advisers, LLC
INCREASED
Shares23,652 from 22,503
Change+1,149 (+5%)
Value$1.2M (+$33.8K)
Filed 2026-10-28
Successful Portfolios LLC
INCREASED
Shares23,627 from 23,242
Change+385 (+2%)
Value$1.1M (-$10.6K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares23,275 from 23,275
Change0 (0%)
Value$1.1M (-$23.5K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares22,954 from 22,877
Change+77 (+0%)
Value$1.1M (-$19.3K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares22,784 from 21,525
Change+1,259 (+6%)
Value$1.1M (+$40.2K)
Filed 2026-10-16
Innovative Wealth Building LLC
DECREASED
Shares22,294 from 22,589
Change-295 (-1%)
Value$1.1M (-$37.3K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
INCREASED
Shares22,112 from 21,995
Change+117 (+1%)
Value$1.1M (-$16.5K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares22,096 from 12,652
Change+9,444 (+75%)
Value$1.1M (+$452.1K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares22,047 from 21,643
Change+404 (+2%)
Value$1.1M (-$2.5K)
Filed 2026-10-08
Mission Wealth Management, LP
INCREASED
Shares21,990 from 16,580
Change+5,410 (+33%)
Value$1.1M (+$249.5K)
Filed 2026-10-15
Guardian Asset Advisors, LLC
NEW
Shares21,807
Change+21,807
Value$1.1M
Filed 2026-10-16
MFA Wealth Services
DECREASED
Shares21,699 from 22,239
Change-540 (-2%)
Value$1.1M (-$49.0K)
Filed 2026-10-14
Rede Wealth, LLC
DECREASED
Shares21,623 from 21,992
Change-369 (-2%)
Value$1.1M (-$40.4K)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares21,605 from 20,781
Change+824 (+4%)
Value$1.1M (+$19.6K)
Filed 2026-10-20
Sage Capital Management, LLC
INCREASED
Shares21,521 from 21,311
Change+210 (+1%)
Value$1.1M (-$11.1K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
INCREASED
Shares21,205 from 20,128
Change+1,077 (+5%)
Value$1.0M (+$32.6K)
Filed 2026-10-27
Ares Financial Consulting, LLC
DECREASED
Shares21,163 from 24,445
Change-3,282 (-13%)
Value$1.0M (-$186.2K)
Filed 2026-10-19
Fifth Third Securities, Inc.
DECREASED
Shares21,159 from 44,890
Change-23,731 (-53%)
Value$1.0M (-$1.2M)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares21,086 from 18,512
Change+2,574 (+14%)
Value$1.0M (+$108.0K)
Filed 2026-10-08
K2 Financial Inc.
INCREASED
Shares21,041 from 18,191
Change+2,850 (+16%)
Value$1.0M (+$117.1K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
INCREASED
Shares20,965 from 19,785
Change+1,180 (+6%)
Value$1.0M (+$38.1K)
Filed 2026-10-27
Unison Advisors LLC
INCREASED
Shares20,757 from 20,476
Change+281 (+1%)
Value$1.0M (-$6.9K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares20,198 from 5,721
Change+14,477 (+253%)
Value$994 (-$286.0K)
Filed 2026-10-22
Retirement Planning Group, LLC
UNCHANGED
Shares20,098 from 20,098
Change0 (0%)
Value$989.2K (-$20.3K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED
Shares20,003 from 20,315
Change-312 (-2%)
Value$984.5K (-$35.9K)
Filed 2026-10-14
Ledyard National Bank
DECREASED
Shares19,441 from 19,626
Change-185 (-1%)
Value$956.9K (-$28.9K)
Filed 2026-10-21
Carolina Wealth Management Inc
DECREASED
Shares19,381 from 19,512
Change-131 (-1%)
Value$953.9K (-$26.1K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares19,199 from 23,399
Change-4,200 (-18%)
Value$945.0K (-$230.4K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares18,760 from 11,074
Change+7,686 (+69%)
Value$919.0K (+$369.7K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares18,655 from 19,879
Change-1,224 (-6%)
Value$918.2K (-$80.3K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares18,637 from 15,028
Change+3,609 (+24%)
Value$917.3K (+$162.5K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares18,407 from 16,838
Change+1,569 (+9%)
Value$906.0K (+$60.2K)
Filed 2026-10-29
Vista Investment Partners II, LLC
DECREASED
Shares18,396 from 18,862
Change-466 (-2%)
Value$905.5K (-$42.0K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
DECREASED
Shares18,275 from 21,281
Change-3,006 (-14%)
Value$899.5K (-$169.4K)
Filed 2026-11-02
PW Nova Financial Services LLC
INCREASED
Shares18,149 from 18,135
Change+14 (+0%)
Value$893.3K (-$17.6K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares18,067 from 18,206
Change-139 (-1%)
Value$889.3K (-$25.2K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares17,996 from 10,876
Change+7,120 (+65%)
Value$885.8K (+$339.5K)
Filed 2026-11-05
Fischer Financial Services, Inc.
DECREASED
Shares17,530 from 17,580
Change-50 (0%)
Value$862.8K (-$20.2K)
Filed 2026-10-30
EPG Wealth Management LLC
DECREASED
Shares17,357 from 19,361
Change-2,004 (-10%)
Value$854.3K (-$118.2K)
Filed 2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares17,167 from 17,108
Change+59 (+0%)
Value$845.0K (-$14.4K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares16,744 from 19,050
Change-2,306 (-12%)
Value$824.2K (-$132.7K)
Filed 2026-10-22
Cogent Strategic Wealth LLC
INCREASED
Shares16,677 from 15,204
Change+1,473 (+10%)
Value$820.8K (+$57.1K)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
DECREASED
Shares16,545 from 18,223
Change-1,678 (-9%)
Value$814.3K (-$101.0K)
Filed 2026-10-16
Center For Asset Management LLC
DECREASED
Shares16,303 from 16,425
Change-122 (-1%)
Value$802.3K (-$22.6K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares16,168 from 15,751
Change+417 (+3%)
Value$784.3K (-$6.9K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares16,016 from 13,487
Change+2,529 (+19%)
Value$788.3K (+$110.9K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares15,942 from 15,172
Change+770 (+5%)
Value$784.7K (+$22.6K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares15,310 from 7,320
Change+7,990 (+109%)
Value$753.5K (+$385.9K)
Filed 2026-11-04
Avion Wealth
INCREASED
Shares15,198 from 14,438
Change+760 (+5%)
Value$748 (-$724.3K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,071 from 10,301
Change+4,770 (+46%)
Value$741.8K (+$224.4K)
Filed 2026-11-05
Stewardship Advisors, LLC
INCREASED
Shares14,732 from 14,317
Change+415 (+3%)
Value$725.1K (+$6.0K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares14,710 from 14,379
Change+331 (+2%)
Value$724.0K (+$1.8K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares14,572 from 20,499
Change-5,927 (-29%)
Value$717.2K (-$312.5K)
Filed 2026-11-05
Skyline Advisors, Inc.
INCREASED
Shares14,554 from 13,589
Change+965 (+7%)
Value$716.4K (+$33.8K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares14,082
Change+14,082
Value$693.1K
Filed 2026-11-04
Seed Wealth Management, Inc.
DECREASED
Shares14,021 from 14,068
Change-47 (0%)
Value$690.1K (-$16.5K)
Filed 2026-10-20
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares14,002 from 14,002
Change0 (0%)
Value$689.2K (-$14.1K)
Filed 2026-10-30
Lynx Investment Advisory
INCREASED
Shares13,921 from 8,190
Change+5,731 (+70%)
Value$685.2K (+$273.8K)
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares13,811 from 17,152
Change-3,341 (-19%)
Value$679.8K (-$181.8K)
Filed 2026-11-04
Woodward Diversified Capital, LLC
INCREASED
Shares13,467 from 9,773
Change+3,694 (+38%)
Value$662.8K (+$171.9K)
Filed 2026-10-21
Florin Court Capital LLP
DECREASED
Shares13,000 from 30,600
Change-17,600 (-58%)
Value$639.9K (-$897.2K)
Filed 2026-11-02
Prudent Investor Advisors, LLC
NEW
Shares12,960
Change+12,960
Value$637.9K
Filed 2026-10-22
Flagstar Securities, Inc
INCREASED
Shares12,893 from 12,718
Change+175 (+1%)
Value$634.6K (-$4.3K)
Filed 2026-10-15
GFS Advisors, LLC
DECREASED
Shares12,840 from 13,508
Change-668 (-5%)
Value$632.0K (+$536.0K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares12,834 from 15,434
Change-2,600 (-17%)
Value$631.7K (-$143.6K)
Filed 2026-10-26
Marathon Strategic Advisors, LLC
DECREASED
Shares12,772 from 25,995
Change-13,223 (-51%)
Value$628.6K (-$677.1K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares12,705 from 12,467
Change+238 (+2%)
Value$625.3K (-$898)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares12,455 from 12,714
Change-259 (-2%)
Value$613.0K (-$25.6K)
Filed 2026-11-04
Allen Capital Group, LLC
NEW
Shares12,175
Change+12,175
Value$599.3K
Filed 2026-10-27
Hardin Capital Partners, LLC
INCREASED
Shares12,154 from 12,137
Change+17 (+0%)
Value$598.2K (-$11.7K)
Filed 2026-10-09
Firestone Capital Management
INCREASED
Shares12,139 from 10,138
Change+2,001 (+20%)
Value$597.5K (+$88.2K)
Filed 2026-11-03
SkyOak Wealth, LLC
UNCHANGED
Shares11,795 from 11,795
Change0 (0%)
Value$580.6K (-$11.9K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares11,718 from 9,754
Change+1,964 (+20%)
Value$576.8K (+$86.8K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
DECREASED
Shares11,496 from 12,411
Change-915 (-7%)
Value$565.9K (-$57.5K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares11,425 from 9,069
Change+2,356 (+26%)
Value$562.3K (+$106.8K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
NEW
Shares11,236
Change+11,236
Value$553.0K
Filed 2026-10-15
Shayne & Jacobs, LLC
UNCHANGED
Shares10,950 from 10,950
Change0 (0%)
Value$539.0K (-$11.1K)
Filed 2026-10-21
Pillar Financial Advisors, LLC
UNCHANGED
Shares10,864 from 10,864
Change0 (0%)
Value$534.7K (-$11.0K)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares10,768 from 4,698
Change+6,070 (+129%)
Value$530.0K (+$296.8K)
Filed 2026-10-26
Sigma Investment Counselors Inc
NEW
Shares10,746
Change+10,746
Value$528.9K
Filed 2026-10-27
Red Mountain Financial, LLC
INCREASED
Shares10,486 from 4,806
Change+5,680 (+118%)
Value$516.1K (+$274.7K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,240 from 8,690
Change+1,550 (+18%)
Value$504.0K (+$67.0K)
Filed 2026-10-13
Seelaus Asset Management LLC
DECREASED
Shares10,209 from 10,734
Change-525 (-5%)
Value$502.5K (-$36.7K)
Filed 2026-10-14
Oath Planning, LLC
INCREASED
Shares10,103 from 9,200
Change+903 (+10%)
Value$497.3K (+$35.1K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
DECREASED
Shares9,929 from 1,455,422
Change-1,445,493 (-99%)
Value$488.7K (-$72.6M)
Filed 2026-10-09
Allstreet Capital Advisors LLC
DECREASED
Shares9,730 from 9,955
Change-225 (-2%)
Value$478.9K (-$21.1K)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares9,645 from 9,645
Change0 (0%)
Value$474.7K (-$9.7K)
Filed 2026-10-30
Root Financial Partners, LLC
DECREASED
Shares9,561 from 13,930
Change-4,369 (-31%)
Value$470.6K (-$229.1K)
Filed 2026-10-21
GEM Asset Management, LLC
DECREASED
Shares9,520 from 10,027
Change-507 (-5%)
Value$468.6K (-$35.1K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares9,514 from 4,466
Change+5,048 (+113%)
Value$468.3K (+$243.9K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares9,476 from 9,473
Change+3 (+0%)
Value$466.4K (-$9.5K)
Filed 2026-11-02
Sovran Advisors, LLC
NEW
Shares9,431
Change+9,431
Value$461.0K
Filed 2026-11-02
Wrenne Financial Planning LLC
INCREASED
Shares9,385 from 8,635
Change+750 (+9%)
Value$462.0K (+$28.2K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares9,316 from 9,092
Change+224 (+2%)
Value$458.5K (+$1.8K)
Filed 2026-11-05
Black Diamond Financial, LLC
DECREASED
Shares9,004 from 10,630
Change-1,626 (-15%)
Value$443.2K (-$90.8K)
Filed 2026-10-26
Surience Private Wealth LLC
DECREASED
Shares8,978 from 9,096
Change-118 (-1%)
Value$441.9K (-$15.0K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares8,782 from 8,484
Change+298 (+4%)
Value$432.2K (+$6.0K)
Filed 2026-10-30
Trademark Financial Management, LLC
DECREASED
Shares8,750 from 10,541
Change-1,791 (-17%)
Value$430.7K (-$98.8K)
Filed 2026-10-23
Brewster Financial Planning LLC
INCREASED
Shares8,743 from 8,601
Change+142 (+2%)
Value$430.3K (-$1.7K)
Filed 2026-10-13
Keeler Thomas Management LLC
NEW
Shares8,738
Change+8,738
Value$430.1K
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares8,584 from 8,301
Change+283 (+3%)
Value$422.5K (+$5.5K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares8,545 from 422
Change+8,123 (+1925%)
Value$420.6K (+$399.4K)
Filed 2026-10-16
Johnson Financial Group, LLC
UNCHANGED
Shares8,536 from 8,536
Change0 (0%)
Value$420.1K (-$8.6K)
Filed 2026-11-03
Tenon Financial LLC
NEW
Shares8,511
Change+8,511
Value$418.9K
Filed 2026-10-14
Angeles Wealth Management, LLC
DECREASED
Shares8,362 from 8,398
Change-36 (0%)
Value$411.6K (-$10.3K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares8,285 from 8,285
Change0 (0%)
Value$407.8K (-$8.4K)
Filed 2026-10-15
MCF Advisors LLC
DECREASED
Shares8,240 from 8,924
Change-684 (-8%)
Value$405.6K (-$42.7K)
Filed 2026-10-28
Swmg, LLC
NEW
Shares8,236
Change+8,236
Value$402.1K
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares8,220 from 4,270
Change+3,950 (+93%)
Value$404.6K (+$190.1K)
Filed 2026-10-21
Creekside Partners
DECREASED
Shares8,081 from 8,152
Change-71 (-1%)
Value$397.7K (-$11.7K)
Filed 2026-11-04
TrustWell Financial Advisors, LLC
INCREASED
Shares8,020 from 7,944
Change+76 (+1%)
Value$394.7K (-$4.3K)
Filed 2026-10-15
Quartz Partners, LLC
DECREASED
Shares8,016 from 12,455
Change-4,439 (-36%)
Value$394.5K (-$231.1K)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
NEW
Shares8,009
Change+8,009
Value$394.2K
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares7,962 from 7,321
Change+641 (+9%)
Value$391.9K (+$24.2K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
DECREASED
Shares7,928 from 7,967
Change-39 (0%)
Value$390.2K (-$10.0K)
Filed 2026-10-28
Southland Equity Partners LLC
DECREASED
Shares7,832 from 7,891
Change-59 (-1%)
Value$385.5K (-$10.9K)
Filed 2026-10-14
Elevate Capital Advisors, LLC
DECREASED
Shares7,749 from 10,939
Change-3,190 (-29%)
Value$381.4K (-$168.0K)
Filed 2026-11-02
Provident Living Financial Services, Inc.
DECREASED
Shares7,578 from 7,734
Change-156 (-2%)
Value$371.2K (-$17.2K)
Filed 2026-11-03
Unify Financial Advisors
INCREASED
Shares7,494 from 7,259
Change+235 (+3%)
Value$368.9K (+$4.3K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
INCREASED
Shares7,336 from 6,790
Change+546 (+8%)
Value$361.1K (+$20.0K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
DECREASED
Shares7,284 from 7,433
Change-149 (-2%)
Value$358.5K (-$14.8K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares7,236 from 9,776
Change-2,540 (-26%)
Value$356.2K (-$134.9K)
Filed 2026-10-05
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares7,097 from 7,097
Change0 (0%)
Value$349.3K (-$7.2K)
Filed 2026-10-19
BluePrint Investing LLC
INCREASED
Shares6,895 from 5,676
Change+1,219 (+21%)
Value$339.4K (+$54.3K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares6,844 from 6,136
Change+708 (+12%)
Value$336.8K (+$28.6K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,810 from 5,258
Change+1,552 (+30%)
Value$335.2K (+$71.1K)
Filed 2026-10-20
Main Street Group, LTD
DECREASED
Shares6,711 from 6,843
Change-132 (-2%)
Value$330.3K (-$13.4K)
Filed 2026-10-28
Chicago Capital, LLC
UNCHANGED
Shares6,553 from 6,553
Change0 (0%)
Value$322.5K (-$6.6K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED
Shares6,548 from 9,839
Change-3,291 (-33%)
Value$322.3K (-$171.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares6,529 from 7,618
Change-1,089 (-14%)
Value$321.4K (-$61.3K)
Filed 2026-10-20
Independent Wealth Network Inc.
DECREASED
Shares6,515 from 6,808
Change-293 (-4%)
Value$320.7K (-$21.3K)
Filed 2026-10-19
Matauro, LLC
NEW
Shares6,442
Change+6,442
Value$317.1K
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares6,429 from 6,354
Change+75 (+1%)
Value$316.4K (-$2.8K)
Filed 2026-10-26
Flywheel Private Wealth LLC
DECREASED
Shares6,362 from 7,343
Change-981 (-13%)
Value$313.1K (-$55.8K)
Filed 2026-11-02
Signature Equity Partners, LLC
NEW
Shares6,307
Change+6,307
Value$310.4K
Filed 2026-10-29
Bokf, NA
INCREASED
Shares6,285 from 4,785
Change+1,500 (+31%)
Value$309.3K (+$69.0K)
Filed 2026-10-27
Eagle Bay Advisors LLC
DECREASED
Shares6,074 from 6,630
Change-556 (-8%)
Value$298.9K (-$34.1K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED
Shares6,038 from 6,038
Change0 (0%)
Value$292.3K (-$6.7K)
Filed 2026-10-16
Topel & Distasi Wealth Management, LLC
DECREASED
Shares6,023 from 6,143
Change-120 (-2%)
Value$296.5K (-$12.1K)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares5,998 from 5,073
Change+925 (+18%)
Value$295.2K (+$40.4K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares5,940 from 5,747
Change+193 (+3%)
Value$292.4K (+$3.7K)
Filed 2026-10-26
eCIO, Inc.
INCREASED
Shares5,899 from 5,709
Change+190 (+3%)
Value$285.9K (-$902)
Filed 2026-11-02
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares5,713 from 5,709
Change+4 (+0%)
Value$281.2K (-$5.6K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares5,664 from 5,664
Change0 (0%)
Value$278.8K (-$5.7K)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
NEW
Shares5,623
Change+5,623
Value$276.8K
Filed 2026-11-02
WealthCare Investment Partners, LLC
INCREASED
Shares5,497 from 5,295
Change+202 (+4%)
Value$270.6K (+$4.6K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,344 from 5,379
Change-35 (-1%)
Value$263.0K (-$7.2K)
Filed 2026-10-23
May Hill Capital, LLC
INCREASED
Shares5,295 from 5,223
Change+72 (+1%)
Value$260.6K (-$1.7K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
INCREASED
Shares5,261 from 4,719
Change+542 (+11%)
Value$258.9K (+$21.9K)
Filed 2026-10-21
Towneley Capital Management, Inc / de
INCREASED
Shares5,252 from 5,215
Change+37 (+1%)
Value$258.5K (-$3.4K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares5,238 from 4,989
Change+249 (+5%)
Value$257.8K (+$7.2K)
Filed 2026-10-28
FAI Advisors, Inc.
INCREASED
Shares5,223 from 5,105
Change+118 (+2%)
Value$257.1K (+$652)
Filed 2026-10-27
Arnold Financial Planning LLC
INCREASED
Shares5,166 from 5,096
Change+70 (+1%)
Value$254.3K (-$1.7K)
Filed 2026-10-20
Kwmg, LLC
UNCHANGED
Shares5,155 from 5,155
Change0 (0%)
Value$253.7K (-$5.2K)
Filed 2026-10-07
Archvest Wealth Advisors, Inc.
INCREASED
Shares5,017 from 4,992
Change+25 (+1%)
Value$246.9K (-$3.8K)
Filed 2026-10-29
Markowski Investments
DECREASED
Shares5,013 from 5,038
Change-25 (0%)
Value$246.7K (-$6.3K)
Filed 2026-10-30
Accelerate Investment Advisors LLC
NEW
Shares4,985
Change+4,985
Value$245.4K
Filed 2026-11-02
Miramontes Capital, LLC
UNCHANGED
Shares4,966 from 4,966
Change0 (0%)
Value$244.4K (-$5.0K)
Filed 2026-10-19
Alhambra Investment Management LLC
DECREASED
Shares4,964 from 6,404
Change-1,440 (-22%)
Value$244.3K (-$77.3K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares4,902 from 5,278
Change-376 (-7%)
Value$241.3K (-$23.8K)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares4,834 from 5,206
Change-372 (-7%)
Value$237.9K (-$23.6K)
Filed 2026-11-05
Key FInancial Inc
INCREASED
Shares4,798 from 4,797
Change+1 (+0%)
Value$236.1K (-$4.8K)
Filed 2026-11-02
Lakeshore Financial Planning, Inc.
INCREASED
Shares4,754 from 4,713
Change+41 (+1%)
Value$234.0K (-$2.8K)
Filed 2026-10-13
TruNorth Capital Management, LLC
UNCHANGED
Shares4,705 from 4,705
Change0 (0%)
Value$231.6K (-$4.8K)
Filed 2026-10-14
NBH Bank
INCREASED
Shares4,612 from 4,292
Change+320 (+7%)
Value$227.0K (+$11.4K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares4,608 from 5,553
Change-945 (-17%)
Value$226.8K (-$52.1K)
Filed 2026-11-03
Penobscot Wealth Management
NEW
Shares4,543
Change+4,543
Value$223.6K
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares4,514 from 4,629
Change-115 (-2%)
Value$222.2K (-$10.3K)
Filed 2026-10-19
Palisade Asset Management, LLC
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$222.1K (-$4.6K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares4,493 from 4,355
Change+138 (+3%)
Value$221.2K (+$2.4K)
Filed 2026-11-03
Golden Bell Financial Planning LLC
INCREASED
Shares4,470 from 4,409
Change+61 (+1%)
Value$220.0K (-$1.5K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares4,423 from 4,370
Change+53 (+1%)
Value$217.7K (-$1.8K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$216.6K (-$4.4K)
Filed 2026-10-26
D'Orazio & Associates, Inc.
NEW
Shares4,391
Change+4,391
Value$216.1K
Filed 2026-11-04
Mcdonald Partners LLC
INCREASED
Shares4,389 from 434
Change+3,955 (+911%)
Value$216.0K (+$194.2K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares4,356 from 4,204
Change+152 (+4%)
Value$214.4K (+$3.2K)
Filed 2026-10-14
Tenzing Financial LLC
DECREASED
Shares4,346 from 5,054
Change-708 (-14%)
Value$211.4K (-$39.5K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares4,337 from 4,270
Change+67 (+2%)
Value$211.7K (-$2.8K)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares4,280 from 4,315
Change-35 (-1%)
Value$210.7K (-$6.1K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
DECREASED
Shares4,279 from 4,436
Change-157 (-4%)
Value$210.6K (-$12.2K)
Filed 2026-10-29
Cornerstone Wealth, LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$208.7K (-$3.4K)
Filed 2026-10-28
Lauterbach Financial Advisors, LLC
INCREASED
Shares4,244 from 4,218
Change+26 (+1%)
Value$208.9K (-$3.0K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
NEW
Shares4,193
Change+4,193
Value$206.4K
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares4,120 from 4,104
Change+16 (+0%)
Value$202.8K (-$3.4K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
DECREASED
Shares4,081 from 5,606
Change-1,525 (-27%)
Value$200.9K (-$79.2K)
Filed 2026-10-13
Portland Financial Advisors Inc
NEW
Shares4,075
Change+4,075
Value$200.6K
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares3,804 from 3,915
Change-111 (-3%)
Value$187.2K (-$9.4K)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares3,313 from 3,313
Change0 (0%)
Value$163.1K (-$3.3K)
Filed 2026-10-14
Central Trust Co
INCREASED
Shares3,119 from 2,919
Change+200 (+7%)
Value$153.5K (+$6.9K)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares3,054 from 3,013
Change+41 (+1%)
Value$150.3K (-$1.0K)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares3,047 from 3,012
Change+35 (+1%)
Value$150.0K (-$1.3K)
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$150 (-$152.9K)
Filed 2026-10-16
Rossmore Private Capital
NEW
Shares3,000
Change+3,000
Value$147.7K
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,764 from 2,764
Change0 (0%)
Value$136.0K (-$2.8K)
Filed 2026-10-22
Legacy Bridge, LLC
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$127.4K (-$2.6K)
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$126.5K (-$2.6K)
Filed 2026-10-27
Compass Financial Management LLC
INCREASED
Shares2,060 from 2,057
Change+3 (+0%)
Value$101.4K (-$971)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares2,019 from 1,514
Change+505 (+33%)
Value$99.4K (+$23.3K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
INCREASED
Shares2,009 from 1,982
Change+27 (+1%)
Value$98.9K (-$663)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$93.4K (-$1.9K)
Filed 2026-11-03
LAM Group, Inc.
DECREASED
Shares1,680 from 1,760
Change-80 (-5%)
Value$82.7K (-$5.7K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares1,580 from 1,404
Change+176 (+13%)
Value$77.8K (+$7.3K)
Filed 2026-10-14
WPG Advisers, LLC
DECREASED
Shares1,384 from 1,405
Change-21 (-1%)
Value$68.1K (-$2.5K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$67.3K (-$1.4K)
Filed 2026-10-22
Coastline Trust Co
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$64.5K (-$1.3K)
Filed 2026-10-01
Oakworth Capital, Inc.
DECREASED
Shares1,308 from 1,373
Change-65 (-5%)
Value$64.4K (-$4.6K)
Filed 2026-10-26
DecisionPoint Financial, LLC
DECREASED
Shares1,290 from 1,481
Change-191 (-13%)
Value$62.4K (-$10.9K)
Filed 2026-10-27
Bfsg, LLC
INCREASED
Shares1,077 from 548
Change+529 (+97%)
Value$53.0K (+$25.5K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$49.3K (-$1.0K)
Filed 2026-11-02
Versant Capital Management, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.2K (-$1.0K)
Filed 2026-10-02
Torren Management, LLC
DECREASED
Shares944 from 1,074
Change-130 (-12%)
Value$46.5K (-$7.5K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
DECREASED
Shares800 from 5,935
Change-5,135 (-87%)
Value$39.4K (-$258.8K)
Filed 2026-11-04
MTM Investment Management, LLC
NEW
Shares798
Change+798
Value$39.3K
Filed 2026-10-30
Clean Yield Group
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$32.8K (-$672)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares632 from 624
Change+8 (+1%)
Value$31.1K (-$209)
Filed 2026-10-14
Montag A & Associates Inc
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$31.0K (-$636)
Filed 2026-10-29
NBT Bank, N.A.
INCREASED
Shares617 from 608
Change+9 (+1%)
Value$30.4K (-$203)
Filed 2026-10-21
Accordant Advisory Group Inc
INCREASED
Shares600 from 400
Change+200 (+50%)
Value$29.5K (+$9.4K)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$27.9K (-$572)
Filed 2026-10-07
Buck Wealth Strategies, LLC
DECREASED
Shares539 from 593
Change-54 (-9%)
Value$26.5K (-$3.3K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares457 from 400
Change+57 (+14%)
Value$22.5K (+$2.4K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$16.0K (-$329)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$15.5K (-$317)
Filed 2026-10-08
Duncker Streett & Co Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.8K (-$303)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares258 from 213
Change+45 (+21%)
Value$12.7K (+$2.0K)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares253 from 276
Change-23 (-8%)
Value$12.5K (-$1.4K)
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$12.3K (-$252)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares248 from 245
Change+3 (+1%)
Value$12.3K (-$81)
Filed 2026-11-02
Transce3nd, LLC
DECREASED
Shares246 from 280
Change-34 (-12%)
Value$12.0K (-$1.9K)
Filed 2026-10-26
CGC Financial Services, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$12.1K (-$249)
Filed 2026-10-13
Holos Integrated Wealth LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.7K (-$200)
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares149 from 186
Change-37 (-20%)
Value$7 (-$2)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$7.3K (-$151)
Filed 2026-10-07
Bangor Savings Bank
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$6.5K (-$133)
Filed 2026-10-06
Canton Hathaway, LLC
NEW
Shares128
Change+128
Value$6.3K
Filed 2026-10-23
Networth Advisors, LLC
INCREASED
Shares121 from 119
Change+2 (+2%)
Value$5.9K (-$39)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares120 from 101
Change+19 (+19%)
Value$5.9K (+$833)
Filed 2026-11-03
Phillip James Consulting Co.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.9K (-$101)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares86
Change+86
Value$4.2K
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares86 from 29
Change+57 (+197%)
Value$4.2K (+$2.8K)
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares79
Change+79
Value$3.9K
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.8K (-$78)
Filed 2026-10-05
Abound Wealth Management
INCREASED
Shares62 from 1
Change+61 (+6100%)
Value$3.1K (+$3.0K)
Filed 2026-10-26
Entrust Financial LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.8K (-$56)
Filed 2026-11-04
Harbor Investment Advisory, LLC
NEW
Shares50
Change+50
Value$2.5K
Filed 2026-10-13
Bank of New Hampshire
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.2K (-$45)
Filed 2026-10-06
Fairscale Capital, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.5K (-$37)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares27
Change+27
Value$1.3K
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
NEW
Shares26
Change+26
Value$1.3K
Filed 2026-11-04
Vision Financial Markets LLC
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$1.2K (-$11)
Filed 2026-10-22
Signaturefd, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (-$25)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$886 (-$18)
Filed 2026-10-21
Sofi Wealth, LLC
DECREASED
Shares17 from 18
Change-1 (-6%)
Value$833 (-$86)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$591 (-$12)
Filed 2026-11-02
Blueline Advisors LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$443 (-$9)
Filed 2026-10-15
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$345 (-$7)
Filed 2026-10-22
Keystone Financial Group, Inc.
DECREASED
Shares4 from 645
Change-641 (-99%)
Value$205 (-$32.2K)
Filed 2026-10-13
Kingdom Financial Group Llc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$200 (-$1)
Filed 2026-11-04
Bear Mountain Capital, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$146 (-$3)
Filed 2026-11-04
Mascoma Wealth Management LLC
NEW
Shares1
Change+1
Value$42
Filed 2026-10-23
Garde Capital, Inc.
CLOSED
Shares0 from 1,156,378
Change-1,156,378 (-100%)
Value$0 (-$58.1M)
Filed 2026-10-29
Virtue Capital Management, LLC
CLOSED
Shares0 from 60,876
Change-60,876 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-29
AXS Investments LLC
CLOSED
Shares0 from 34,140
Change-34,140 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
FDx Advisors, Inc.
CLOSED
Shares0 from 23,276
Change-23,276 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Powers Advisory Group, LLC
CLOSED
Shares0 from 19,211
Change-19,211 (-100%)
Value$0 (-$965.0K)
Filed 2026-10-14
HBW Advisory Services LLC
CLOSED
Shares0 from 16,841
Change-16,841 (-100%)
Value$0 (-$845.9K)
Filed 2026-10-15
Wellington Shields & Co., LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$703.2K)
Filed 2026-11-03
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 10,057
Change-10,057 (-100%)
Value$0 (-$505.2K)
Filed 2026-11-05
Smithbridge Asset Management Inc
CLOSED
Shares0 from 6,628
Change-6,628 (-100%)
Value$0 (-$332.9K)
Filed 2026-10-19
DeDora Capital, Inc.
CLOSED
Shares0 from 6,345
Change-6,345 (-100%)
Value$0 (-$318.7K)
Filed 2026-10-26
WealthCare Asset Management, LLC
CLOSED
Shares0 from 6,226
Change-6,226 (-100%)
Value$0 (-$312.7K)
Filed 2026-10-26
Five Oceans Advisors
CLOSED
Shares0 from 6,158
Change-6,158 (-100%)
Value$0 (-$309.3K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 6,096
Change-6,096 (-100%)
Value$0 (-$306.2K)
Filed 2026-10-21
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 6,043
Change-6,043 (-100%)
Value$0 (-$303.6K)
Filed 2026-11-03
Dutch Asset Corp
CLOSED
Shares0 from 5,700
Change-5,700 (-100%)
Value$0 (-$286.3K)
Filed 2026-10-20
Synergy Asset Management, LLC
CLOSED
Shares0 from 5,629
Change-5,629 (-100%)
Value$0 (-$282.7K)
Filed 2026-11-05
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 5,397
Change-5,397 (-100%)
Value$0 (-$271.1K)
Filed 2026-10-14
Cypress Wealth Services, LLC
CLOSED
Shares0 from 5,122
Change-5,122 (-100%)
Value$0 (-$257.3K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 4,587
Change-4,587 (-100%)
Value$0 (-$230.4K)
Filed 2026-11-03
Wealth Management Resources, Inc.
CLOSED
Shares0 from 4,566
Change-4,566 (-100%)
Value$0 (-$229.4K)
Filed 2026-10-21
Soltis Investment Advisors LLC
CLOSED
Shares0 from 4,245
Change-4,245 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 4,040
Change-4,040 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-22
Simplex Trading, LLC
CLOSED
Shares0 from 1,320
Change-1,320 (-100%)
Value$0 (-$66.3K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,303
Change-1,303 (-100%)
Value$0 (-$64.7K)
Filed 2026-10-16
Arlington Trust Co LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$35.7K)
Filed 2026-10-20
StrongBox Wealth, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$30.1K)
Filed 2026-11-02
Country Trust Bank
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-30
Salem Investment Counselors Inc
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-02
Pittenger & Anderson Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 18,526,302
Change-18,526,302 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 7,347,518
Change-7,347,518 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,281,217
Change-7,281,217 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 7,049,255
Change-7,049,255 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,439,963
Change-6,439,963 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 6,137,312
Change-6,137,312 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,019,982
Change-6,019,982 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 5,683,131
Change-5,683,131 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,337,573
Change-5,337,573 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,045,602
Change-5,045,602 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,995,637
Change-4,995,637 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,790,222
Change-4,790,222 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,345,770
Change-4,345,770 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,320,397
Change-4,320,397 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,386,258
Change-2,386,258 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,338,765
Change-2,338,765 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,102,882
Change-2,102,882 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,030,876
Change-2,030,876 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,953,570
Change-1,953,570 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,847,655
Change-1,847,655 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,741,550
Change-1,741,550 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,718,938
Change-1,718,938 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,543,640
Change-1,543,640 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,478,713
Change-1,478,713 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,380,243
Change-1,380,243 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,333,566
Change-1,333,566 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,303,595
Change-1,303,595 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,258,283
Change-1,258,283 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,209,758
Change-1,209,758 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,193,049
Change-1,193,049 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,184,197
Change-1,184,197 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,146,348
Change-1,146,348 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,062,481
Change-1,062,481 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 964,393
Change-964,393 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 796,228
Change-796,228 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 776,767
Change-776,767 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 683,280
Change-683,280 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 661,676
Change-661,676 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 623,489
Change-623,489 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 623,336
Change-623,336 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 617,814
Change-617,814 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 600,890
Change-600,890 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 572,974
Change-572,974 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 542,843
Change-542,843 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 521,491
Change-521,491 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 516,076
Change-516,076 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 514,454
Change-514,454 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 510,557
Change-510,557 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 436,245
Change-436,245 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 426,377
Change-426,377 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 422,205
Change-422,205 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 421,313
Change-421,313 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 420,360
Change-420,360 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 418,059
Change-418,059 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 410,143
Change-410,143 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 390,446
Change-390,446 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 371,543
Change-371,543 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 370,992
Change-370,992 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 364,472
Change-364,472 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 359,018
Change-359,018 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 358,555
Change-358,555 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 347,262
Change-347,262 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 330,842
Change-330,842 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 328,366
Change-328,366 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 319,596
Change-319,596 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 318,383
Change-318,383 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 313,502
Change-313,502 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 284,320
Change-284,320 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 270,802
Change-270,802 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 270,503
Change-270,503 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 266,385
Change-266,385 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 263,775
Change-263,775 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 256,344
Change-256,344 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 256,247
Change-256,247 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 253,720
Change-253,720 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 247,165
Change-247,165 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 236,594
Change-236,594 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 234,410
Change-234,410 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 233,092
Change-233,092 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 232,135
Change-232,135 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 225,134
Change-225,134 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 224,156
Change-224,156 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 221,716
Change-221,716 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 210,304
Change-210,304 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 202,806
Change-202,806 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 197,426
Change-197,426 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 193,848
Change-193,848 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 193,713
Change-193,713 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 191,735
Change-191,735 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 189,114
Change-189,114 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 188,426
Change-188,426 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 187,557
Change-187,557 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 178,545
Change-178,545 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 171,857
Change-171,857 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 168,309
Change-168,309 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 168,213
Change-168,213 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 168,047
Change-168,047 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 163,649
Change-163,649 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 163,310
Change-163,310 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 162,627
Change-162,627 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 160,076
Change-160,076 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 160,035
Change-160,035 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 158,125
Change-158,125 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 153,451
Change-153,451 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 152,411
Change-152,411 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 141,696
Change-141,696 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 140,394
Change-140,394 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 137,517
Change-137,517 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 135,668
Change-135,668 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 132,902
Change-132,902 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 132,472
Change-132,472 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 130,387
Change-130,387 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 127,650
Change-127,650 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 126,753
Change-126,753 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 126,725
Change-126,725 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 126,312
Change-126,312 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 122,234
Change-122,234 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 121,257
Change-121,257 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 120,489
Change-120,489 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 116,454
Change-116,454 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 116,196
Change-116,196 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 115,968
Change-115,968 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 110,008
Change-110,008 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 103,402
Change-103,402 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 102,663
Change-102,663 (-100%)
Value—
Ames National Corp
N/A
Shares— from 100,003
Change-100,003 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 98,047
Change-98,047 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 94,673
Change-94,673 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 94,194
Change-94,194 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 92,910
Change-92,910 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 92,352
Change-92,352 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 92,312
Change-92,312 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 89,976
Change-89,976 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 88,748
Change-88,748 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 88,400
Change-88,400 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 88,219
Change-88,219 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 86,227
Change-86,227 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 85,735
Change-85,735 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 84,266
Change-84,266 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 79,325
Change-79,325 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 79,310
Change-79,310 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 78,774
Change-78,774 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 77,501
Change-77,501 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 76,835
Change-76,835 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 73,582
Change-73,582 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 72,601
Change-72,601 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 71,783
Change-71,783 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,757
Change-65,757 (-100%)
Value—
Nepc LLC
N/A
Shares— from 65,564
Change-65,564 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 62,524
Change-62,524 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 62,130
Change-62,130 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 62,092
Change-62,092 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 61,777
Change-61,777 (-100%)
Value—
Blair William & Co
N/A
Shares— from 61,047
Change-61,047 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 59,567
Change-59,567 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 59,460
Change-59,460 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 58,191
Change-58,191 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 57,750
Change-57,750 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 57,430
Change-57,430 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 56,614
Change-56,614 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 56,062
Change-56,062 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 56,031
Change-56,031 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 54,033
Change-54,033 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 53,903
Change-53,903 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 53,839
Change-53,839 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 53,826
Change-53,826 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 53,348
Change-53,348 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 53,125
Change-53,125 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 52,886
Change-52,886 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 52,863
Change-52,863 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 52,841
Change-52,841 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 52,689
Change-52,689 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 52,425
Change-52,425 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 52,110
Change-52,110 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,025
Change-51,025 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 49,494
Change-49,494 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 48,686
Change-48,686 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 47,133
Change-47,133 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 47,086
Change-47,086 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 46,879
Change-46,879 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 46,159
Change-46,159 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 45,466
Change-45,466 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 45,436
Change-45,436 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 45,111
Change-45,111 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 43,326
Change-43,326 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 43,147
Change-43,147 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 41,320
Change-41,320 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 39,849
Change-39,849 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 39,627
Change-39,627 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 39,619
Change-39,619 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 39,548
Change-39,548 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 39,093
Change-39,093 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 38,669
Change-38,669 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 36,839
Change-36,839 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 36,792
Change-36,792 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 36,168
Change-36,168 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 36,078
Change-36,078 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 35,687
Change-35,687 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 35,323
Change-35,323 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 35,282
Change-35,282 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 34,897
Change-34,897 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 34,742
Change-34,742 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 34,614
Change-34,614 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34,006
Change-34,006 (-100%)
Value—
Commerce Bank
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,701
Change-33,701 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 33,620
Change-33,620 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,319
Change-33,319 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 33,068
Change-33,068 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 32,262
Change-32,262 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 31,736
Change-31,736 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 31,080
Change-31,080 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 30,961
Change-30,961 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 30,538
Change-30,538 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 30,306
Change-30,306 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 30,016
Change-30,016 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 29,952
Change-29,952 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 29,042
Change-29,042 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 28,428
Change-28,428 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 28,328
Change-28,328 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 28,157
Change-28,157 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,816
Change-26,816 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 25,999
Change-25,999 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 25,737
Change-25,737 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 25,138
Change-25,138 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,938
Change-24,938 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 24,505
Change-24,505 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 24,366
Change-24,366 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 24,295
Change-24,295 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 22,925
Change-22,925 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 22,865
Change-22,865 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 22,827
Change-22,827 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,758
Change-22,758 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 22,485
Change-22,485 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 22,164
Change-22,164 (-100%)
Value—
&partners
N/A
Shares— from 22,044
Change-22,044 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 21,816
Change-21,816 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 21,777
Change-21,777 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 21,606
Change-21,606 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 20,740
Change-20,740 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 19,965
Change-19,965 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,936
Change-19,936 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 19,726
Change-19,726 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 19,649
Change-19,649 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 19,186
Change-19,186 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18,946
Change-18,946 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 18,768
Change-18,768 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 18,214
Change-18,214 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,204
Change-18,204 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 17,340
Change-17,340 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 17,340
Change-17,340 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,213
Change-17,213 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 17,140
Change-17,140 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 17,019
Change-17,019 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 16,981
Change-16,981 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 15,908
Change-15,908 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 15,829
Change-15,829 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 15,783
Change-15,783 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 14,985
Change-14,985 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 14,613
Change-14,613 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 13,787
Change-13,787 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 12,907
Change-12,907 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 12,596
Change-12,596 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 12,470
Change-12,470 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,890
Change-11,890 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 11,412
Change-11,412 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 10,386
Change-10,386 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 9,078
Change-9,078 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 9,075
Change-9,075 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 8,660
Change-8,660 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 8,357
Change-8,357 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 6,533
Change-6,533 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
American Trust
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 994
Change-994 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 814
Change-814 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Motco
N/A
Shares— from 720
Change-720 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
10Elms LLP
N/A
Shares— from 477
Change-477 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 337
Change-337 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 250
Change-250 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 247
Change-247 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 236
Change-236 (-100%)
Value—
EFG International AG
N/A
Shares— from 228
Change-228 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 206
Change-206 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 170
Change-170 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 149
Change-149 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 116
Change-116 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 96
Change-96 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 47
Change-47 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,401,5385,146,018+255,520+5%$258.5M$265.9M+$7.4M2026-10-27
Klingman & Associates, LLC
INCREASED2,832,6682,611,590+221,078+8%$131.2M$139.4M+$8.2M2026-10-20
Studio Investment Management LLC
INCREASED1,893,7781,869,358+24,420+1%$93.9M$93.2M-$686.1K2026-10-22
Assetmark, Inc
DECREASED1,658,7171,673,562-14,845-1%$84.1M$81.6M-$2.4M2026-10-21
Allied Investment Advisors, LLC
INCREASED1,633,2464,318+1,628,928+37724%$216.9K$80.4M+$80.2M2026-10-13
True Link Financial Advisors, LLC
INCREASED1,563,8121,525,646+38,166+3%$76.6M$77.0M+$337.6K2026-10-27
First Interstate Bank
DECREASED1,556,6851,568,915-12,230-1%$78.8M$76.6M-$2.2M2026-10-23
Accredited Investors Inc.
INCREASED1,391,2181,014,386+376,832+37%$51.0M$68.5M+$17.5M2026-11-03
Thompson Siegel & Walmsley LLC
INCREASED1,079,289749,748+329,541+44%$37.7M$53.1K-$37.6M2026-11-05
Altfest L J & Co Inc
INCREASED1,075,442852,080+223,362+26%$42.8M$52.9M+$10.1M2026-10-27
Trust Co of Vermont
INCREASED963,484900,431+63,053+7%$45.2M$47.4M+$2.2M2026-10-21
Beacon Capital Management, Inc.
INCREASED958,351712,474+245,877+35%$35.8M$47.2M+$11.4M2026-10-13
Greenspring Advisors, LLC
INCREASED896,86045,483+851,377+1872%$2.3M$44.1M+$41.9M2026-11-05
Pacific Sage Partners, LLC
INCREASED859,133809,759+49,374+6%$40.7M$42.3M+$1.6M2026-10-21
Moller Wealth Partners
INCREASED836,680807,517+29,163+4%$40.6M$41.2M+$619.8K2026-10-15
Ethos Capital Management, Inc.
INCREASED825,578715,805+109,773+15%$36.0M$40.6M+$4.7M2026-11-03
3Edge Asset Management, LP
INCREASED824,552140,916+683,636+485%$7.1M$40.6M+$33.5M2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED821,706791,967+29,739+4%$39.8M$40.4M+$663.9K2026-10-29
Bank of New York Mellon Corp
DECREASED776,813786,928-10,115-1%$39.5M$38.2M-$1.3M2026-11-05
Define Financial, LLC
INCREASED774,516644,675+129,841+20%$32.4M$38.1M+$5.7M2026-10-14
Financial Consulate, Inc
INCREASED749,383738,693+10,690+1%$37.1M$36.9M-$219.9K2026-10-23
Kestra Advisory Services, LLC
INCREASED707,424639,705+67,719+11%$32.1M$34.8M+$2.7M2026-11-02
Marotta Asset Management
DECREASED659,236667,167-7,931-1%$33.0M$32.4M-$590.5K2026-10-02
Commonwealth Equity Services, LLC
INCREASED631,439525,001+106,438+20%$26.4M$31.1M+$4.7M2026-11-02
Northwest Wealth Management, LLC
INCREASED630,055599,305+30,750+5%$30.1M$31.0M+$908.2K2026-10-30
Arlington Financial Advisors, LLC
DECREASED628,624653,370-24,746-4%$32.8M$30.9M-$1.9M2026-10-19
Graves Light Lenhart Wealth, Inc.
INCREASED540,037181,998+358,039+197%$9.1M$26.6M+$17.4M2026-10-09
M Holdings Securities, Inc.
NEW516,233—+516,233——$25.2K—2026-11-03
Schorn Wealth LLC
INCREASED512,588506,031+6,557+1%$25.4M$25.2M-$188.4K2026-10-14
Deane Retirement Strategies, Inc.
DECREASED488,731495,958-7,227-1%$24.9M$24.1M-$858.2K2026-10-09
West Financial Advisors, LLC
NEW488,357—+488,357——$24.0M—2026-10-22
Chemistry Wealth Management LLC
INCREASED485,347422,416+62,931+15%$21.2M$23.9M+$2.7M2026-10-16
Cornerstone National Bank & Trust Co
DECREASED479,175550,581-71,406-13%$27.3M$23.2M-$4.1M2026-10-20
Perigon Wealth Management, LLC
INCREASED462,519429,630+32,889+8%$21.6M$22.8M+$1.2M2026-10-22
Burton Enright Welch
INCREASED454,858422,683+32,175+8%$21.2M$22.4M+$1.2M2026-11-04
Financial Solutions Advisory Group, Inc.
DECREASED447,772522,120-74,348-14%$25.9M$21.8M-$4.1M2026-10-28
Woodward Financial Advisors, Inc.
INCREASED446,946432,340+14,606+3%$21.7M$22.0M+$282.2K2026-10-19
Atria Investments, Inc
INCREASED432,914395,897+37,017+9%$19.9M$21.3M+$1.4M2026-10-15
Glenview Trust Co
INCREASED430,689387,486+43,203+11%$19.5M$21.2M+$1.7M2026-10-28
Fairway Wealth LLC
DECREASED424,9041,111,931-687,027-62%$20.7M$20.9M+$238.0K2026-10-30
Fifth Third Bancorp
DECREASED422,214434,677-12,463-3%$21.8M$20.8M-$1.1M2026-11-05
Brickley Wealth Management
INCREASED418,852414,646+4,206+1%$20.8M$20.6M-$211.8K2026-11-04
SJS Investment Consulting Inc.
DECREASED416,947420,192-3,245-1%$21.1M$20.5M-$584.1K2026-10-26
Nkcfo LLC
UNCHANGED415,950415,95000%$20.9M$20.5K-$20.9M2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED414,968369,500+45,468+12%$18.6M$20.4M+$1.9M2026-10-26
Prosperity Planning, Inc.
INCREASED412,206384,318+27,888+7%$19.3M$20.3M+$984.5K2026-10-09
Strategic Planning Group, LLC
NEW408,580—+408,580——$20.1M—2026-10-22
Sellwood Investment Partners LLC
INCREASED396,016394,459+1,557+0%$19.8M$19.5M-$321.8K2026-11-03
Farther Finance Advisors, LLC
INCREASED388,184365,072+23,112+6%$18.3M$19.1M+$768.8K2026-10-08
Nova R Wealth, Inc.
DECREASED379,337385,525-6,188-2%$19.4M$18.7M-$693.9K2026-10-26
Asset Management One Co., Ltd.
INCREASED376,887359,467+17,420+5%$18.1M$18.6M+$494.4K2026-10-27
Fidelis iM, LLC
INCREASED371,653231,723+139,930+60%$11.6M$18.3M+$6.7M2026-10-16
Lpwm LLC
INCREASED364,020359,230+4,790+1%$18.0M$17.9M-$127.0K2026-10-20
Ritholtz Wealth Management
INCREASED358,70298,310+260,392+265%$4.9M$17.7M+$12.7M2026-11-05
Emprise Bank
DECREASED356,639360,122-3,483-1%$18.1M$17.6M-$535.2K2026-10-07
Cypress Capital, LLC
INCREASED353,16238,471+314,691+818%$1.9M$17.4M+$15.5M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED352,562337,503+15,059+4%$17.0M$17.4K-$16.9M2026-11-02
Apella Capital, LLC
DECREASED343,369362,873-19,504-5%$18.0M$16.6M-$1.4M2026-10-08
Greystone Financial Group, LLC
DECREASED340,133345,296-5,163-1%$17.3M$16.7M-$602.9K2026-10-26
Twelve Points Wealth Management LLC
INCREASED328,129304,623+23,506+8%$15.3M$16.1M+$773.8K2026-11-03
North Star Investment Management Corp.
DECREASED322,687333,012-10,325-3%$16.7M$15.9M-$844.5K2026-10-27
Farmers & Merchants Investments Inc
DECREASED322,638335,679-13,041-4%$16.9M$15.9M-$980.9K2026-10-22
Atmos Advisory, LLC
INCREASED316,500313,874+2,626+1%$15.8M$15.6M-$187.8K2026-10-06
Verus Financial Partners, Inc.
INCREASED303,180286,832+16,348+6%$14.4M$14.9M+$515.0K2026-10-29
Systelligence, LLC
INCREASED289,2687,519+281,749+3747%$377.7K$13.4M+$13.1M2026-11-05
55 North Private Wealth, LLC
INCREASED288,288267,911+20,377+8%$13.5M$14.2M+$732.4K2026-10-20
Carnegie Investment Counsel
DECREASED286,584287,233-6490%$14.4M$14.1M-$322.0K2026-10-20
MGO One Seven LLC
INCREASED285,277257,616+27,661+11%$12.9M$14.0M+$1.1M2026-10-28
Advocate Group LLC
INCREASED283,144258,546+24,598+10%$13.0M$13.9M+$949.6K2026-10-19
Baron Financial Group, LLC
INCREASED280,745273,385+7,360+3%$13.7M$13.8M+$86.1K2026-10-09
AMG National Trust Bank
INCREASED268,291237,626+30,665+13%$11.9M$13.2M+$1.3M2026-11-05
Vertrix Wealth Management, LLC
INCREASED263,907262,186+1,721+1%$13.2M$13.0M-$180.1K2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED250,647230,722+19,925+9%$11.6M$12.3M+$747.7K2026-11-05
Leuthold Group, LLC
INCREASED248,342209,972+38,370+18%$10.5M$12.2M+$1.7M2026-11-04
Financial & Tax Architects, LLC
INCREASED245,080211,203+33,877+16%$10.6M$12.1M+$1.5M2026-10-15
Citigroup Inc
INCREASED235,814202,481+33,333+16%$10.2M$11.6M+$1.4M2026-11-04
Magnus Financial Group LLC
INCREASED235,075197,766+37,309+19%$9.9M$11.6M+$1.6M2026-10-21
Net Worth Advisory Group
INCREASED229,317218,555+10,762+5%$11.0M$11.1M+$123.2K2026-10-20
Trust Co
INCREASED227,773198,357+29,416+15%$10.0M$11.2M+$1.2M2026-10-09
Frisco Financial Planning LLC
INCREASED226,261220,218+6,043+3%$11.1M$11.1M+$75.0K2026-10-05
Drum Hill Capital, LLC
NEW224,564—+224,564——$11.1M—2026-10-20
Kondo Wealth Advisors, Inc.
INCREASED223,607218,914+4,693+2%$11.0M$11.0M+$10.0K2026-10-19
Colorado Capital Management, Inc.
INCREASED221,634218,240+3,394+2%$11.0K$10.9K-$532026-10-15
Sepio Capital, LP
INCREASED214,901202,550+12,351+6%$10.2M$10.6M+$403.4K2026-10-22
Creative Planning
DECREASED212,753229,601-16,848-7%$11.5M$10.5M-$1.1M2026-11-02
Aurelius Family Office LLC
INCREASED212,565211,089+1,476+1%$10.6M$10.5M-$140.6K2026-10-23
Summit Global Investments
INCREASED211,510200,465+11,045+6%$10.1M$10.4K-$10.1M2026-10-28
Bouvel Investment Partners, LLC
INCREASED208,067169,981+38,086+22%$8.5M$10.2M+$1.7M2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED201,828201,306+522+0%$10.1M$9.9M-$177.6K2026-10-15
XY Planning Network, Inc.
INCREASED199,617188,498+11,119+6%$9.5M$9.8M+$356.9K2026-10-14
Evanson Financial, LLC
INCREASED198,18441,118+157,066+382%$2.1M$9.8M+$7.7M2026-10-23
Jeppson Wealth Management, LLC
INCREASED198,119177,112+21,007+12%$8.9M$9.8M+$855.1K2026-10-20
ShankerValleau Wealth Advisors, Inc.
INCREASED196,242188,667+7,575+4%$9.5M$9.7M+$182.3K2026-10-16
Wright Wealth LLC
INCREASED193,422181,857+11,565+6%$9.1M$9.5M+$385.6K2026-10-29
White Lighthouse Investment Management Inc.
INCREASED192,767179,052+13,715+8%$9.0M$9.5M+$494.2K2026-10-21
SimpliFi, Inc.
INCREASED191,672188,962+2,710+1%$9.5M$9.4M-$57.5K2026-10-28
Nvwm, LLC
INCREASED189,379185,611+3,768+2%$9.3M$9.3M-$2.0K2026-10-14
Creative Financial Designs Inc
INCREASED186,20379,365+106,838+135%$4.0M$9.2M+$5.2M2026-11-04
Friday Financial
INCREASED185,693149,923+35,770+24%$7.4M$9.0M+$1.5M2026-10-09
Svrn Asset Management, LLC
DECREASED185,373191,697-6,324-3%$9.6M$9.1M-$504.9K2026-11-02
Robinswood Financial LLC
INCREASED185,058176,420+8,638+5%$8.9M$9.0M+$139.6K2026-10-20
Clarity Capital Advisors, LLC
INCREASED183,604177,909+5,695+3%$8.9M$9.0M+$100.6K2026-10-27
D.A. Davidson & Co.
INCREASED183,30978,668+104,641+133%$4.0M$9.0M+$5.1M2026-10-28
Gradient Capital Advisors, LLC
INCREASED181,736169,781+11,955+7%$8.5M$8.9M+$417.0K2026-10-21
Bulwark Capital Corp
INCREASED181,301169,013+12,288+7%$8.5M$8.9M+$434.1K2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED178,950177,179+1,771+1%$8.9M$8.8M-$91.8K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED174,77725,809+148,968+577%$1.3M$8.6M+$7.3M2026-10-16
Elevation Capital Advisory, LLC
INCREASED170,611135,370+35,241+26%$6.8M$8.4M+$1.6M2026-10-29
Family Wealth Partners, LLC
INCREASED169,724158,373+11,351+7%$8.0M$8.4M+$398.7K2026-10-20
Good Harbor Advisors, Inc.
INCREASED168,092155,086+13,006+8%$7.8M$8.3M+$483.4K2026-10-20
Certified Advisory Corp
INCREASED166,515140,849+25,666+18%$7.1M$8.2M+$1.1M2026-10-29
First Business Financial Services, Inc.
INCREASED166,177150,171+16,006+11%$7.5M$8.2M+$636.1K2026-10-29
Procyon Advisors, LLC
INCREASED165,545157,374+8,171+5%$7.9M$8.1M+$243.2K2026-10-21
Factor Wealth Management LTD
DECREASED165,473205,131-39,658-19%$10.3M$8.1M-$2.2M2026-10-08
Family CFO Inc
INCREASED165,039163,287+1,752+1%$8.2M$8.1M-$78.7K2026-10-30
Guild Investment Management, Inc.
DECREASED161,815165,305-3,490-2%$8.3M$8.0M-$338.7K2026-11-03
Foundry Financial LLC
NEW160,830—+160,830——$7.9M—2026-10-16
Almanack Investment Partners, Llc.
DECREASED158,131194,395-36,264-19%$9.8M$7.8M-$2.0M2026-11-03
Curran Financial Partners, LLC
INCREASED156,745145,576+11,169+8%$7.3M$7.7M+$402.7K2026-11-04
Meritas Wealth Management, LLC
INCREASED156,548132,871+23,677+18%$6.7M$7.7M+$1.0M2026-10-14
Indivisible Partners
INCREASED150,42999,602+50,827+51%$5.0M$7.4M+$2.4M2026-10-26
Breakwater Capital Group
INCREASED148,807143,329+5,478+4%$7.2M$7.3M+$124.9K2026-10-09
Global Wealth Management, LLC
INCREASED144,074132,699+11,375+9%$6.7M$7.1M+$425.9K2026-10-15
Secure Asset Management, LLC
INCREASED140,586127,696+12,890+10%$6.4M$6.9M+$505.5K2026-10-19
Greenbush Financial Group, LLC
INCREASED139,453132,386+7,067+5%$6.6M$6.9M+$214.2K2026-10-15
Lido Advisors, LLC
INCREASED133,210119,178+14,032+12%$6.0M$6.6M+$570.3K2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED132,235116,735+15,500+13%$5.9M$6.5M+$645.0K2026-11-03
Peirce Capital Management, LLC
INCREASED131,232127,798+3,434+3%$6.4M$6.5M+$39.9K2026-10-19
TD Private Client Wealth LLC
INCREASED131,031102,321+28,710+28%$5.1M$6.4M+$1.3M2026-10-28
TME Financial, Inc.
INCREASED130,939114,678+16,261+14%$5.8M$6.4M+$684.6K2026-10-14
Alps Advisors Inc
INCREASED129,59057,225+72,365+126%$2.9M$6.4M+$3.5M2026-11-03
KFG LLC
NEW128,712—+128,712——$6.3M—2026-11-02
Manuka Financial, LLC
INCREASED128,704122,798+5,906+5%$6.2M$6.3M+$166.7K2026-10-16
Spire Wealth Management
INCREASED127,065119,732+7,333+6%$6.0M$6.3M+$240.0K2026-10-30
Modera Wealth Management, LLC
INCREASED125,01842,826+82,192+192%$2.2M$6.2M+$4.0M2026-10-28
Symmetry Partners, LLC
INCREASED122,290117,243+5,047+4%$5.9M$6.0M+$130.0K2026-10-27
Northern Lights Advisors, Inc.
INCREASED122,262113,207+9,055+8%$5.7M$6.0M+$331.4K2026-10-21
Aspirean Wealth, LLC
INCREASED118,337115,425+2,912+3%$5.8M$5.8M+$26.8K2026-11-03
Optima Capital LLC
NEW116,930—+116,930——$5.8M—2026-10-29
Squire Investment Management Company, LLC
INCREASED115,013103,823+11,190+11%$5.2M$5.7M+$445.9K2026-11-03
Mullaney, Keating & Wright, Inc.
DECREASED114,565114,848-2830%$5.8M$5.6M-$129.9K2026-10-19
Essential Planning, Llc.
DECREASED113,410116,587-3,177-3%$5.9M$5.6M-$274.2K2026-10-21
Shotwell Rutter Baer Inc
INCREASED113,110111,644+1,466+1%$5.6M$5.6M-$40.6K2026-10-14
Destiny Wealth Partners, LLC
INCREASED111,67296,002+15,670+16%$4.8M$5.5M+$687.7K2026-11-05
Aerodigm Wealth, LLC
DECREASED106,171106,332-1610%$5.3M$5.2M-$115.3K2026-10-16
Anderson Hoagland & Co
INCREASED105,893100,376+5,517+6%$5.0M$5.2M+$127.8K2026-10-23
Ejmk Ventures LLC
INCREASED103,26694,201+9,065+10%$4.7M$5.1M+$351.0K2026-10-21
Hurlow Wealth Management Group, Inc.
INCREASED99,80193,496+6,305+7%$4.7M$4.9M+$215.9K2026-10-29
Hoese & Co LLP
INCREASED97,60297,390+212+0%$4.9M$4.8M-$87.0K2026-10-21
Belvedere Trading LLC
NEW97,000—+97,000——$4.8M—2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED96,65484,781+11,873+14%$4.2M$4.7M+$478.2K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED94,708101,713-7,005-7%$5.1M$4.7M-$447.5K2026-11-03
Petersen Hastings Wealth Advisors Inc.
INCREASED93,47293,141+331+0%$4.7M$4.6M-$77.8K2026-10-27
Blueprint Investment Partners LLC
DECREASED92,250106,315-14,065-13%$5.3M$4.5M-$799.7K2026-10-28
Maryland Capital Advisors Inc.
INCREASED90,98988,269+2,720+3%$4.4M$4.5M+$44.7K2026-10-15
Sagace Wealth Management LLC
INCREASED89,63266,445+23,187+35%$3.3M$4.4M+$1.1M2026-10-28
LexAurum Advisors, LLC
INCREASED89,34549,429+39,916+81%$2.5M$4.4M+$1.9M2026-10-19
Prism Planning Partners LLC
INCREASED88,98378,204+10,779+14%$3.9M$4.4M+$451.5K2026-10-27
Belleair Asset Management, LLC
DECREASED88,32593,078-4,753-5%$4.7M$4.3M-$328.0K2026-11-03
Gilbert Capital Group, Inc.
INCREASED85,50166,516+18,985+29%$3.3M$4.2M+$867.3K2026-10-28
Austin Asset Management Co Inc
DECREASED84,54285,089-547-1%$4.3M$4.2M-$112.9K2026-10-29
Chesley Taft & Associates LLC
INCREASED84,16979,619+4,550+6%$4.0M$4.1M+$143.5K2026-10-13
West Paces Advisors Inc.
INCREASED84,14081,510+2,630+3%$4.1M$4.1M+$47.1K2026-10-13
Exchange Traded Concepts, LLC
INCREASED82,88147,402+35,479+75%$2.4M$4.1M+$1.7M2026-10-28
Cranbrook Wealth Management, LLC
INCREASED81,55674,809+6,747+9%$3.8M$4.0M+$256.5K2026-10-28
RFG Advisory, LLC
INCREASED80,16150,599+29,562+58%$2.5M$3.9M+$1.4M2026-11-03
Discipline Wealth Solutions, LLC
INCREASED79,68876,949+2,739+4%$3.9M$3.9M+$57.1K2026-10-14
CogentBlue Wealth Advisors, LLC
INCREASED79,10076,023+3,077+4%$3.8M$3.9M+$74.7K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED78,95671,528+7,428+10%$3.6M$3.9M+$293.4K2026-10-13
National Wealth Management Group, LLC
NEW78,156—+78,156——$3.8M—2026-10-26
Sage Rhino Capital LLC
DECREASED77,48978,478-989-1%$3.9M$3.8M-$127.9K2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED76,81083,134-6,324-8%$4.2M$3.8M-$395.2K2026-10-14
RAM Investment Partners, LLC
DECREASED76,71076,809-990%$3.9M$3.8M-$82.5K2026-10-21
Forum Financial Management, LP
INCREASED76,51964,525+11,994+19%$3.2M$3.8M+$525.2K2026-10-16
ARK & TLK Investments, LLC
INCREASED76,08767,141+8,946+13%$3.4M$3.7M+$372.5K2026-10-20
Phillips Financial Management, LLC
DECREASED75,18575,949-764-1%$3.8M$3.7M-$114.3K2026-10-19
Truist Financial Corp
INCREASED74,63570,797+3,838+5%$3.6M$3.7M+$117.4K2026-10-30
Ascent Group, LLC
INCREASED71,12467,688+3,436+5%$3.4M$3.5M+$100.8K2026-10-30
Chicago Partners Investment Group LLC
INCREASED71,00564,735+6,270+10%$3.2M$3.5M+$258.2K2026-10-27
Private Wealth Management Group, LLC
INCREASED68,56667,252+1,314+2%$3.4M$3.4M-$3.3K2026-10-19
Avant Financial Advisors LLC
INCREASED68,33064,573+3,757+6%$3.2M$3.4M+$119.7K2026-11-02
Boston Standard Wealth Management, LLC
INCREASED68,07061,986+6,084+10%$3.1M$3.4M+$277.2K2026-10-07
Centennial Advisors, LLC
INCREASED68,03865,600+2,438+4%$3.3M$3.3M+$53.8K2026-10-21
Liberty Capital Management, Inc.
INCREASED67,97664,073+3,903+6%$3.2M$3.3M+$127.4K2026-11-02
Washington Trust Bank
INCREASED67,38863,909+3,479+5%$3.2M$3.3M+$106.7K2026-11-03
StoneX Group Inc.
INCREASED67,31245,687+21,625+47%$2.3M$3.3M+$1.0M2026-11-03
Farrell Financial LLC
INCREASED66,78062,205+4,575+7%$3.1M$3.3M+$162.4K2026-10-16
Sharper & Granite LLC
DECREASED66,77367,383-610-1%$3.4M$3.3M-$49.3K2026-11-02
Spartan Planning & Wealth Management
INCREASED66,42564,622+1,803+3%$3.2M$3.3M+$23.5K2026-10-13
Sterling Financial Planning, Inc.
INCREASED66,08161,111+4,970+8%$3.1M$3.3M+$182.9K2026-10-28
Financial Life Advisors
INCREASED65,91063,091+2,819+4%$3.2M$3.2M+$75.0K2026-10-14
Columbus Macro, LLC
INCREASED65,56945,673+19,896+44%$2.3M$3.2M+$933.2K2026-10-14
US Bancorp \de\
DECREASED64,72464,964-2400%$3.3M$3.2M-$77.4K2026-11-05
Sigma Planning Corp
INCREASED63,10154,133+8,968+17%$2.7M$3.1M+$386.7K2026-10-23
Centurion Wealth Management LLC
DECREASED61,74361,876-1330%$3.1M$3.0M-$69.0K2026-10-13
Omni 360 Wealth, Inc.
INCREASED61,28457,326+3,958+7%$2.9M$3.0M+$136.9K2026-10-13
Veery Capital, LLC
INCREASED61,02055,228+5,792+10%$2.8M$3.0M+$229.3K2026-10-07
Ifrah Financial Services, Inc.
INCREASED60,54660,170+376+1%$3.0M$3.0M-$42.2K2026-10-13
Altiora Financial Group, LLC
INCREASED60,12451,569+8,555+17%$2.6M$3.0M+$369.0K2026-11-04
Kathmere Capital Management, LLC
UNCHANGED59,48159,48100%$3.0M$2.9M-$60.1K2026-10-20
Capital Squared Financial LLC
INCREASED59,19146,088+13,103+28%$2.3M$2.9M+$598.4K2026-10-30
New Dimensions Wealth Management, LLC
INCREASED58,97352,849+6,124+12%$2.7M$2.9M+$248.0K2026-11-02
Compound Planning, Inc.
INCREASED58,54247,497+11,045+23%$2.4M$2.9M+$495.7K2026-11-05
Lodestone Wealth Management LLC
INCREASED58,26554,468+3,797+7%$2.7M$2.9M+$131.9K2026-10-14
Lakewood Asset Management LLC
INCREASED57,93553,286+4,649+9%$2.7M$2.9M+$175.0K2026-10-26
Wedmont Private Capital
INCREASED57,5506,565+50,985+777%$325.9K$2.8M+$2.5M2026-10-09
Conrad Siegel Investment Advisors, Inc.
INCREASED57,32455,440+1,884+3%$2.8M$2.8M+$36.8K2026-10-08
Arbor Investment Advisors, LLC
INCREASED56,41447,167+9,247+20%$2.4M$2.8M+$407.5K2026-10-26
Private Client Services, LLC
INCREASED53,81653,210+606+1%$2.7M$2.6M-$23.9K2026-10-02
Apollon Wealth Management, LLC
DECREASED53,64462,369-8,725-14%$3.1M$2.6M-$492.4K2026-10-23
Baker Ellis Asset Management LLC
INCREASED52,67549,175+3,500+7%$2.5M$2.6M+$122.6K2026-10-14
CFS Investment Advisory Services, LLC
INCREASED52,61242,875+9,737+23%$2.1M$2.5M+$421.7K2026-10-19
LifeWealth Investments, LLC
DECREASED52,113206,411-154,298-75%$10.4M$2.6M-$7.8M2026-10-21
Kaufman Rossin Wealth, LLC
INCREASED52,01145,605+6,406+14%$2.3M$2.6M+$295.2K2026-10-19
Approach Retirement Advisors, LLC
INCREASED51,87551,102+773+2%$2.6M$2.6M-$13.6K2026-10-22
Parallel Advisors, LLC
INCREASED51,3445,326+46,018+864%$267.6K$2.5M+$2.3M2026-11-03
Monarch Capital Management Inc
DECREASED50,82851,236-408-1%$2.6M$2.5M-$71.8K2026-10-19
First Hawaiian Bank
DECREASED50,74967,978-17,229-25%$3.4M$2.5M-$916.7K2026-10-14
Hegarty Advisors, LLC
DECREASED50,33451,636-1,302-3%$2.6M$2.5M-$116.2K2026-10-20
Barry Investment Advisors, LLC
DECREASED49,73554,547-4,812-9%$2.7M$2.4M-$291.9K2026-10-14
SpringVest Wealth Management LLC
DECREASED49,45950,139-680-1%$2.5M$2.4M-$84.1K2026-10-27
Brooklyn FI, LLC
INCREASED49,45350+49,403+98806%$2.5K$2.4M+$2.4M2026-11-05
TSA Wealth Managment LLC
INCREASED49,36441,191+8,173+20%$2.1M$2.4M+$360.7K2026-10-22
Trust Co of Toledo NA
INCREASED49,29322,750+26,543+117%$1.1M$2.4M+$1.3M2026-10-16
Legacy Financial Group, Inc.
INCREASED49,14847,568+1,580+3%$2.4M$2.4M+$29.7K2026-10-21
Elevate Wealth Advisory, Inc
INCREASED48,77047,469+1,301+3%$2.4M$2.4M+$16.1K2026-10-29
Lodestar Private Asset Management LLC
DECREASED47,28852,671-5,383-10%$2.6M$2.3M-$318.2K2026-10-26
Signal Advisors Wealth, LLC
INCREASED47,19446,124+1,070+2%$2.3M$2.3M+$6.1K2026-10-13
CGN Advisors LLC
DECREASED47,07950,453-3,374-7%$2.5M$2.3M-$217.0K2026-10-21
Park Avenue Securities LLC
INCREASED46,34043,373+2,967+7%$2.2M$2.3K-$2.2M2026-10-26
Macroview Investment Management LLC
DECREASED46,22346,293-700%$2.3M$2.3M-$50.2K2026-10-26
OAK Family Advisors, LLC
DECREASED46,01347,463-1,450-3%$2.4M$2.3M-$119.3K2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED45,32545,315+10+0%$2.3M$2.2M-$45.2K2026-11-02
Guardian Partners Inc.
NEW45,200—+45,200——$2.2M—2026-10-21
Equity Investment Corp
INCREASED44,45043,550+900+2%$2.2M$2.2M+$3122026-11-04
Zeit Capital LLC
DECREASED43,70643,775-690%$2.2M$2.2M-$47.6K2026-10-19
Asset Allocation Strategies LLC
DECREASED43,69044,806-1,116-2%$2.3M$2.2M-$100.2K2026-10-20
RFG - Bristol Wealth Advisors, LLC
INCREASED43,40640,896+2,510+6%$2.1M$2.1M+$82.2K2026-10-09
EverSource Wealth Advisors, LLC
INCREASED42,6521,679+40,973+2440%$84.4K$2.1M+$2.0M2026-11-04
Davenport & Co LLC
NEW42,569—+42,569——$2.1M—2026-10-14
AlphaCore Capital LLC
DECREASED41,80859,187-17,379-29%$3.0M$2.1M-$915.2K2026-11-04
Maseco LLP
INCREASED41,20132,302+8,899+28%$1.6M$2.0M+$405.4K2026-10-27
Amicus Financial Advisors, LLC
INCREASED40,94040,470+470+1%$2.0M$2.0M-$17.7K2026-11-03
Fiduciary Advisors, Inc.
INCREASED40,83719,565+21,272+109%$982.7K$2.0M+$1.0M2026-10-16
Diversify Advisory Services, LLC
INCREASED40,42834,905+5,523+16%$1.7M$2.0M+$235.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED40,42834,905+5,523+16%$1.7M$2.0M+$235.5K2026-10-20
Visionary Wealth Advisors
INCREASED40,36835,999+4,369+12%$1.8M$2.0M+$178.7K2026-11-04
Elser Financial Planning, Inc
NEW39,707—+39,707——$2.0M—2026-10-16
Aries Wealth Management
INCREASED39,54837,089+2,459+7%$1.9M$1.9M+$83.6K2026-10-23
Crusonia Wealth Advisors LLC
NEW39,371—+39,371——$1.9M—2026-10-26
Clear Creek Financial Management, LLC
INCREASED39,18238,554+628+2%$1.9M$1.9M-$8.1K2026-10-28
Wealthcare Capital Management LLC
INCREASED37,83725,899+11,938+46%$1.3M$1.9M+$561.4K2026-10-21
Donalies Financial Planning, LLC
INCREASED37,82233,352+4,470+13%$1.7M$1.9M+$186.3K2026-10-19
Upper Left Wealth Management, LLC
NEW37,392—+37,392——$1.8M—2026-10-14
Integrity Alliance, Llc.
INCREASED36,85136,755+96+0%$1.8M$1.8M-$32.4K2026-10-29
Brown Wealth Management, LLC
INCREASED35,87033,977+1,893+6%$1.7M$1.8M+$58.8K2026-10-20
Tilia Fiduciary Partners, Inc.
DECREASED35,37935,599-220-1%$1.8M$1.7M-$46.8K2026-10-09
Oak Harvest Investment Services
DECREASED35,04537,858-2,813-7%$1.9M$1.7M-$176.7K2026-10-20
J. Team Financial, Inc.
INCREASED34,86530,738+4,127+13%$1.5M$1.7M+$172.1K2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED34,69734,69700%$1.7M$1.7M-$35.0K2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED34,57733,415+1,162+3%$1.7M$1.7M+$23.4K2026-10-26
Dorval Corp
DECREASED34,05034,867-817-2%$1.8M$1.7M-$75.4K2026-10-29
Capital Investment Services of America, Inc.
INCREASED33,79510,673+23,122+217%$536.1K$1.7M+$1.1M2026-11-02
Flagship Harbor Advisors, LLC
INCREASED32,92532,296+629+2%$1.6M$1.6M-$1.7K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED32,03527,730+4,305+16%$1.4M$1.6M+$183.9K2026-10-28
Patriot Investment Management Group, Inc.
INCREASED31,79629,277+2,519+9%$1.5M$1.6M+$94.4K2026-10-15
Level Financial Advisors
DECREASED31,73635,019-3,283-9%$1.8M$1.6M-$197.0K2026-10-13
TPG Advisors LLC
INCREASED31,62617,908+13,718+77%$899.5K$1.6M+$657.1K2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED31,57531,533+42+0%$1.6M$1.6M-$29.8K2026-11-02
Blueprint Financial Advisors LLC
INCREASED31,18010,015+21,165+211%$503.0K$1.5M+$1.0M2026-10-28
Legacy Wealth Asset Management, LLC
NEW30,763—+30,763——$1.5M—2026-10-09
Alliance Wealth Advisors, LLC
INCREASED30,11725,278+4,839+19%$1.3M$1.5M+$212.6K2026-10-28
Essential Partners LLC
DECREASED30,04630,156-1100%$1.5M$1.5M-$35.9K2026-10-14
FC Advisory LLC
INCREASED29,88021,520+8,360+39%$1.1M$1.5M+$389.8K2026-10-05
Mustard Seed Financial, LLC
INCREASED29,85528,594+1,261+4%$1.4M$1.5M+$33.2K2026-10-30
Brighton Securities Corp.
INCREASED29,76228,601+1,161+4%$1.4M$1.5M+$28.3K2026-10-08
Tassel Capital Management, Inc.
INCREASED29,51425,084+4,430+18%$1.3M$1.5M+$192.7K2026-10-20
JDH Wealth Management, LLC
INCREASED29,35825,747+3,611+14%$1.3M$1.4M+$151.7K2026-10-20
Beacon Financial Advisory LLC
NEW29,277—+29,277——$1.4M—2026-10-16
Rinkey Investments
INCREASED29,00829,006+2+0%$1.5M$1.4M-$29.2K2026-10-28
Financial Planning Navigators Corp
INCREASED28,15626,662+1,494+6%$1.3M$1.4M+$46.6K2026-10-14
Kings Path Partners LLC
INCREASED28,15221,889+6,263+29%$1.1M$1.4M+$286.2K2026-10-21
Calder Financial LLC
DECREASED28,13728,792-655-2%$1.4M$1.4M-$61.3K2026-10-13
Mengis Capital Management, Inc.
INCREASED28,07017,039+11,031+65%$855.9K$1.4M+$525.7K2026-10-13
Capstone Wealth Management, LLC
INCREASED27,75725,339+2,418+10%$1.3M$1.4M+$93.4K2026-11-02
Investment Partners, Ltd.
NEW27,436—+27,436——$1.4M—2026-10-29
Thrivent Financial for Lutherans
INCREASED27,37927,099+280+1%$1.4M$1.3K-$1.4M2026-11-05
Sheets Smith Wealth Management
INCREASED27,37025,257+2,113+8%$1.3M$1.3M+$78.5K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED27,09817,458+9,640+55%$876.9K$1.3M+$456.8K2026-10-30
Physician Wealth Solutions Inc.
INCREASED26,77120,831+5,940+29%$1.0M$1.3M+$271.3K2026-10-14
Maltin Wealth Management, Inc.
INCREASED26,58024,652+1,928+8%$1.2M$1.3M+$70.0K2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED26,47223,147+3,325+14%$1.2M$1.3M+$140.3K2026-10-05
Bryn Mawr Trust Advisors, LLC
INCREASED26,10520,935+5,170+25%$1.1M$1.3M+$233.3K2026-11-04
S.A. Mason LLC
INCREASED25,86925,864+5+0%$1.3M$1.3M-$25.9K2026-10-13
Oppenheimer Asset Management Inc.
INCREASED25,75923,619+2,140+9%$1.2M$1.3M+$81.5K2026-10-27
Prospera Financial Services Inc
INCREASED25,58319,689+5,894+30%$989.0K$1.3M+$264.3K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED25,44414,979+10,465+70%$752.4K$1.3M+$499.9K2026-11-05
Private Trust Co NA
INCREASED25,02219,920+5,102+26%$1.0M$1.2M+$231.0K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED25,01620,586+4,430+22%$1.0M$1.2M+$197.2K2026-10-21
Breakwater Investment Management
DECREASED24,99328,433-3,440-12%$1.4M$1.2M-$198.0K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED24,43424,112+322+1%$1.2M$1.2M-$8.5K2026-10-13
L.K. Benson & Company, P.C.
INCREASED24,37423,233+1,141+5%$1.2M$1.2M+$32.8K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED24,33921,160+3,179+15%$1.1M$1.2M+$135.1K2026-10-14
Midwest Trust Co
INCREASED24,28623,264+1,022+4%$1.2M$1.2M+$26.8K2026-10-22
Prosperity Advisers, LLC
INCREASED23,65222,503+1,149+5%$1.1M$1.2M+$33.8K2026-10-28
Successful Portfolios LLC
INCREASED23,62723,242+385+2%$1.2M$1.1M-$10.6K2026-10-09
Beese Fulmer Investment Management, Inc.
UNCHANGED23,27523,27500%$1.2M$1.1M-$23.5K2026-10-23
Brookstone Capital Management
INCREASED22,95422,877+77+0%$1.1M$1.1M-$19.3K2026-10-22
SteelPeak Wealth, LLC
INCREASED22,78421,525+1,259+6%$1.1M$1.1M+$40.2K2026-10-16
Innovative Wealth Building LLC
DECREASED22,29422,589-295-1%$1.1M$1.1M-$37.3K2026-10-14
Willow Creek Wealth Management Inc.
INCREASED22,11221,995+117+1%$1.1M$1.1M-$16.5K2026-10-26
Simplicity Wealth,LLC
INCREASED22,09612,652+9,444+75%$635.5K$1.1M+$452.1K2026-10-23
First Heartland Consultants, Inc.
INCREASED22,04721,643+404+2%$1.1M$1.1M-$2.5K2026-10-08
Mission Wealth Management, LP
INCREASED21,99016,580+5,410+33%$832.8K$1.1M+$249.5K2026-10-15
Guardian Asset Advisors, LLC
NEW21,807—+21,807——$1.1M—2026-10-16
MFA Wealth Services
DECREASED21,69922,239-540-2%$1.1M$1.1M-$49.0K2026-10-14
Rede Wealth, LLC
DECREASED21,62321,992-369-2%$1.1M$1.1M-$40.4K2026-10-22
Integrated Advisors Network LLC
INCREASED21,60520,781+824+4%$1.0M$1.1M+$19.6K2026-10-20
Sage Capital Management, LLC
INCREASED21,52121,311+210+1%$1.1M$1.1M-$11.1K2026-10-20
HMV Wealth Advisors, LLC
INCREASED21,20520,128+1,077+5%$1.0M$1.0M+$32.6K2026-10-27
Ares Financial Consulting, LLC
DECREASED21,16324,445-3,282-13%$1.2M$1.0M-$186.2K2026-10-19
Fifth Third Securities, Inc.
DECREASED21,15944,890-23,731-53%$2.3M$1.0M-$1.2M2026-10-21
CoreCap Advisors, LLC
INCREASED21,08618,512+2,574+14%$929.8K$1.0M+$108.0K2026-10-08
K2 Financial Inc.
INCREASED21,04118,191+2,850+16%$903.2K$1.0M+$117.1K2026-10-26
Laurel Wealth Advisors LLC
INCREASED20,96519,785+1,180+6%$993.8K$1.0M+$38.1K2026-10-27
Unison Advisors LLC
INCREASED20,75720,476+281+1%$1.0M$1.0M-$6.9K2026-10-29
Wedbush Securities Inc
INCREASED20,1985,721+14,477+253%$287.0K$994-$286.0K2026-10-22
Retirement Planning Group, LLC
UNCHANGED20,09820,09800%$1.0M$989.2K-$20.3K2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED20,00320,315-312-2%$1.0M$984.5K-$35.9K2026-10-14
Ledyard National Bank
DECREASED19,44119,626-185-1%$985.8K$956.9K-$28.9K2026-10-21
Carolina Wealth Management Inc
DECREASED19,38119,512-131-1%$980.1K$953.9K-$26.1K2026-10-29
PFG Advisors
DECREASED19,19923,399-4,200-18%$1.2M$945.0K-$230.4K2026-10-16
Plancorp, LLC
INCREASED18,76011,074+7,686+69%$549.4K$919.0K+$369.7K2026-11-03
Independent Financial Group, LLC
DECREASED18,65519,879-1,224-6%$998.5K$918.2K-$80.3K2026-10-13
Diversified Enterprises, LLC
INCREASED18,63715,028+3,609+24%$754.9K$917.3K+$162.5K2026-10-19
Vise Technologies, Inc.
INCREASED18,40716,838+1,569+9%$845.8K$906.0K+$60.2K2026-10-29
Vista Investment Partners II, LLC
DECREASED18,39618,862-466-2%$947.4K$905.5K-$42.0K2026-10-15
GC Wealth Management RIA, LLC
DECREASED18,27521,281-3,006-14%$1.1M$899.5K-$169.4K2026-11-02
PW Nova Financial Services LLC
INCREASED18,14918,135+14+0%$910.9K$893.3K-$17.6K2026-10-15
Focus Financial Network, Inc.
DECREASED18,06718,206-139-1%$914.5K$889.3K-$25.2K2026-10-14
Moneco Advisors, LLC
INCREASED17,99610,876+7,120+65%$546.3K$885.8K+$339.5K2026-11-05
Fischer Financial Services, Inc.
DECREASED17,53017,580-500%$883.0K$862.8K-$20.2K2026-10-30
EPG Wealth Management LLC
DECREASED17,35719,361-2,004-10%$972.5K$854.3K-$118.2K2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED17,16717,108+59+0%$859.4K$845.0K-$14.4K2026-10-27
BIP Wealth, LLC
DECREASED16,74419,050-2,306-12%$956.9K$824.2K-$132.7K2026-10-22
Cogent Strategic Wealth LLC
INCREASED16,67715,204+1,473+10%$763.7K$820.8K+$57.1K2026-10-22
DiNuzzo Private Wealth, Inc.
DECREASED16,54518,223-1,678-9%$915.3K$814.3K-$101.0K2026-10-16
Center For Asset Management LLC
DECREASED16,30316,425-122-1%$824.9K$802.3K-$22.6K2026-10-16
AdvisorNet Financial, Inc
INCREASED16,16815,751+417+3%$791.2K$784.3K-$6.9K2026-10-15
Lanark Financial, Inc.
INCREASED16,01613,487+2,529+19%$677.5K$788.3K+$110.9K2026-10-26
Meridian Wealth Management, LLC
INCREASED15,94215,172+770+5%$762.1K$784.7K+$22.6K2026-11-05
Csenge Advisory Group
INCREASED15,3107,320+7,990+109%$367.7K$753.5K+$385.9K2026-11-04
Avion Wealth
INCREASED15,19814,438+760+5%$725.0K$748-$724.3K2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED15,07110,301+4,770+46%$517.4K$741.8K+$224.4K2026-11-05
Stewardship Advisors, LLC
INCREASED14,73214,317+415+3%$719.1K$725.1K+$6.0K2026-10-20
Sowell Financial Services LLC
INCREASED14,71014,379+331+2%$722.2K$724.0K+$1.8K2026-10-23
Larson Financial Group LLC
DECREASED14,57220,499-5,927-29%$1.0M$717.2K-$312.5K2026-11-05
Skyline Advisors, Inc.
INCREASED14,55413,589+965+7%$682.6K$716.4K+$33.8K2026-11-03
Nova Financial LLC
NEW14,082—+14,082——$693.1K—2026-11-04
Seed Wealth Management, Inc.
DECREASED14,02114,068-470%$706.6K$690.1K-$16.5K2026-10-20
Mraz, Amerine & Associates, Inc.
UNCHANGED14,00214,00200%$703.3K$689.2K-$14.1K2026-10-30
Lynx Investment Advisory
INCREASED13,9218,190+5,731+70%$411.4K$685.2K+$273.8K2026-10-27
Horizon Financial Services, LLC
DECREASED13,81117,152-3,341-19%$861.5K$679.8K-$181.8K2026-11-04
Woodward Diversified Capital, LLC
INCREASED13,4679,773+3,694+38%$490.9K$662.8K+$171.9K2026-10-21
Florin Court Capital LLP
DECREASED13,00030,600-17,600-58%$1.5M$639.9K-$897.2K2026-11-02
Prudent Investor Advisors, LLC
NEW12,960—+12,960——$637.9K—2026-10-22
Flagstar Securities, Inc
INCREASED12,89312,718+175+1%$638.9K$634.6K-$4.3K2026-10-15
GFS Advisors, LLC
DECREASED12,84013,508-668-5%$96.0K$632.0K+$536.0K2026-11-03
KPP Advisory Services LLC
DECREASED12,83415,434-2,600-17%$775.3K$631.7K-$143.6K2026-10-26
Marathon Strategic Advisors, LLC
DECREASED12,77225,995-13,223-51%$1.3M$628.6K-$677.1K2026-10-20
Brighton Jones LLC
INCREASED12,70512,467+238+2%$626.2K$625.3K-$8982026-11-03
Wesbanco Bank Inc
DECREASED12,45512,714-259-2%$638.6K$613.0K-$25.6K2026-11-04
Allen Capital Group, LLC
NEW12,175—+12,175——$599.3K—2026-10-27
Hardin Capital Partners, LLC
INCREASED12,15412,137+17+0%$609.9K$598.2K-$11.7K2026-10-09
Firestone Capital Management
INCREASED12,13910,138+2,001+20%$509.2K$597.5K+$88.2K2026-11-03
SkyOak Wealth, LLC
UNCHANGED11,79511,79500%$592.5K$580.6K-$11.9K2026-10-28
United Advisor Group, LLC
INCREASED11,7189,754+1,964+20%$489.9K$576.8K+$86.8K2026-11-03
Joel Isaacson & Co., LLC
DECREASED11,49612,411-915-7%$623.4K$565.9K-$57.5K2026-11-05
SBI Securities Co., Ltd.
INCREASED11,4259,069+2,356+26%$455.5K$562.3K+$106.8K2026-10-22
Fortitude Advisory Group L.L.C.
NEW11,236—+11,236——$553.0K—2026-10-15
Shayne & Jacobs, LLC
UNCHANGED10,95010,95000%$550.0K$539.0K-$11.1K2026-10-21
Pillar Financial Advisors, LLC
UNCHANGED10,86410,86400%$545.7K$534.7K-$11.0K2026-10-21
Triad Wealth Partners, LLC
INCREASED10,7684,698+6,070+129%$233.2K$530.0K+$296.8K2026-10-26
Sigma Investment Counselors Inc
NEW10,746—+10,746——$528.9K—2026-10-27
Red Mountain Financial, LLC
INCREASED10,4864,806+5,680+118%$241.4K$516.1K+$274.7K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED10,2408,690+1,550+18%$437.0K$504.0K+$67.0K2026-10-13
Seelaus Asset Management LLC
DECREASED10,20910,734-525-5%$539.2K$502.5K-$36.7K2026-10-14
Oath Planning, LLC
INCREASED10,1039,200+903+10%$462.1K$497.3K+$35.1K2026-10-20
Armstrong Advisory Group, Inc
DECREASED9,9291,455,422-1,445,493-99%$73.1M$488.7K-$72.6M2026-10-09
Allstreet Capital Advisors LLC
DECREASED9,7309,955-225-2%$500.0K$478.9K-$21.1K2026-11-04
Caldwell Trust Co
UNCHANGED9,6459,64500%$484.5K$474.7K-$9.7K2026-10-30
Root Financial Partners, LLC
DECREASED9,56113,930-4,369-31%$699.7K$470.6K-$229.1K2026-10-21
GEM Asset Management, LLC
DECREASED9,52010,027-507-5%$503.6K$468.6K-$35.1K2026-10-13
Jacobi Capital Management LLC
INCREASED9,5144,466+5,048+113%$224.3K$468.3K+$243.9K2026-11-05
BridgePort Financial Solutions, LLC
INCREASED9,4769,473+3+0%$475.9K$466.4K-$9.5K2026-11-02
Sovran Advisors, LLC
NEW9,431—+9,431——$461.0K—2026-11-02
Wrenne Financial Planning LLC
INCREASED9,3858,635+750+9%$433.7K$462.0K+$28.2K2026-10-30
Rossby Financial, LCC
INCREASED9,3169,092+224+2%$456.7K$458.5K+$1.8K2026-11-05
Black Diamond Financial, LLC
DECREASED9,00410,630-1,626-15%$533.9K$443.2K-$90.8K2026-10-26
Surience Private Wealth LLC
DECREASED8,9789,096-118-1%$456.9K$441.9K-$15.0K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED8,7828,484+298+4%$426.2K$432.2K+$6.0K2026-10-30
Trademark Financial Management, LLC
DECREASED8,75010,541-1,791-17%$529.5K$430.7K-$98.8K2026-10-23
Brewster Financial Planning LLC
INCREASED8,7438,601+142+2%$432.0K$430.3K-$1.7K2026-10-13
Keeler Thomas Management LLC
NEW8,738—+8,738——$430.1K—2026-10-29
Trilogy Capital Inc.
INCREASED8,5848,301+283+3%$417.0K$422.5K+$5.5K2026-10-20
IFP Advisors, Inc
INCREASED8,545422+8,123+1925%$21.2K$420.6K+$399.4K2026-10-16
Johnson Financial Group, LLC
UNCHANGED8,5368,53600%$428.8K$420.1K-$8.6K2026-11-03
Tenon Financial LLC
NEW8,511—+8,511——$418.9K—2026-10-14
Angeles Wealth Management, LLC
DECREASED8,3628,398-360%$421.8K$411.6K-$10.3K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED8,2858,28500%$416.2K$407.8K-$8.4K2026-10-15
MCF Advisors LLC
DECREASED8,2408,924-684-8%$448.2K$405.6K-$42.7K2026-10-28
Swmg, LLC
NEW8,236—+8,236——$402.1K—2026-10-23
Axxcess Wealth Management, LLC
INCREASED8,2204,270+3,950+93%$214.5K$404.6K+$190.1K2026-10-21
Creekside Partners
DECREASED8,0818,152-71-1%$409.5K$397.7K-$11.7K2026-11-04
TrustWell Financial Advisors, LLC
INCREASED8,0207,944+76+1%$399.1K$394.7K-$4.3K2026-10-15
Quartz Partners, LLC
DECREASED8,01612,455-4,439-36%$625.6K$394.5K-$231.1K2026-11-03
Tred Avon Family Wealth, LLC
NEW8,009—+8,009——$394.2K—2026-10-20
Norden Group LLC
INCREASED7,9627,321+641+9%$367.7K$391.9K+$24.2K2026-10-20
Heritage Wealth Management, Inc.
DECREASED7,9287,967-390%$400.2K$390.2K-$10.0K2026-10-28
Southland Equity Partners LLC
DECREASED7,8327,891-59-1%$396.4K$385.5K-$10.9K2026-10-14
Elevate Capital Advisors, LLC
DECREASED7,74910,939-3,190-29%$549.4K$381.4K-$168.0K2026-11-02
Provident Living Financial Services, Inc.
DECREASED7,5787,734-156-2%$388.5K$371.2K-$17.2K2026-11-03
Unify Financial Advisors
INCREASED7,4947,259+235+3%$364.6K$368.9K+$4.3K2026-11-03
Riverbend Wealth Management, LLC
INCREASED7,3366,790+546+8%$341.0K$361.1K+$20.0K2026-10-15
Silver Grove Financial Group, Inc.
DECREASED7,2847,433-149-2%$373.4K$358.5K-$14.8K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED7,2369,776-2,540-26%$491.0K$356.2K-$134.9K2026-10-05
Capstone Wealth Management Group, Inc.
UNCHANGED7,0977,09700%$356.5K$349.3K-$7.2K2026-10-19
BluePrint Investing LLC
INCREASED6,8955,676+1,219+21%$285.1K$339.4K+$54.3K2026-10-14
Choreo, LLC
INCREASED6,8446,136+708+12%$308.2K$336.8K+$28.6K2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED6,8105,258+1,552+30%$264.1K$335.2K+$71.1K2026-10-20
Main Street Group, LTD
DECREASED6,7116,843-132-2%$343.7K$330.3K-$13.4K2026-10-28
Chicago Capital, LLC
UNCHANGED6,5536,55300%$329.2K$322.5K-$6.6K2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED6,5489,839-3,291-33%$494.2K$322.3K-$171.9K2026-11-05
Physician Wealth Advisors, Inc.
DECREASED6,5297,618-1,089-14%$382.7K$321.4K-$61.3K2026-10-20
Independent Wealth Network Inc.
DECREASED6,5156,808-293-4%$342.0K$320.7K-$21.3K2026-10-19
Matauro, LLC
NEW6,442—+6,442——$317.1K—2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED6,4296,354+75+1%$319.2K$316.4K-$2.8K2026-10-26
Flywheel Private Wealth LLC
DECREASED6,3627,343-981-13%$368.9K$313.1K-$55.8K2026-11-02
Signature Equity Partners, LLC
NEW6,307—+6,307——$310.4K—2026-10-29
Bokf, NA
INCREASED6,2854,785+1,500+31%$240.4K$309.3K+$69.0K2026-10-27
Eagle Bay Advisors LLC
DECREASED6,0746,630-556-8%$333.0K$298.9K-$34.1K2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED6,0386,03800%$299.0K$292.3K-$6.7K2026-10-16
Topel & Distasi Wealth Management, LLC
DECREASED6,0236,143-120-2%$308.6K$296.5K-$12.1K2026-11-05
Gryphon Financial Partners LLC
INCREASED5,9985,073+925+18%$254.8K$295.2K+$40.4K2026-11-04
Oppenheimer & Co Inc
INCREASED5,9405,747+193+3%$288.7K$292.4K+$3.7K2026-10-26
eCIO, Inc.
INCREASED5,8995,709+190+3%$286.8K$285.9K-$9022026-11-02
Portfolio Resources Advisor Group, Inc.
INCREASED5,7135,709+4+0%$286.8K$281.2K-$5.6K2026-10-20
Wealth Dimensions Group, Ltd.
UNCHANGED5,6645,66400%$284.5K$278.8K-$5.7K2026-11-02
SeaBridge Investment Advisors LLC
NEW5,623—+5,623——$276.8K—2026-11-02
WealthCare Investment Partners, LLC
INCREASED5,4975,295+202+4%$266.0K$270.6K+$4.6K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED5,3445,379-35-1%$270.2K$263.0K-$7.2K2026-10-23
May Hill Capital, LLC
INCREASED5,2955,223+72+1%$262.4K$260.6K-$1.7K2026-11-03
Pinnacle Bancorp, Inc.
INCREASED5,2614,719+542+11%$237.0K$258.9K+$21.9K2026-10-21
Towneley Capital Management, Inc / de
INCREASED5,2525,215+37+1%$262.0K$258.5K-$3.4K2026-10-09
Whelan Financial
INCREASED5,2384,989+249+5%$250.6K$257.8K+$7.2K2026-10-28
FAI Advisors, Inc.
INCREASED5,2235,105+118+2%$256.4K$257.1K+$6522026-10-27
Arnold Financial Planning LLC
INCREASED5,1665,096+70+1%$256.0K$254.3K-$1.7K2026-10-20
Kwmg, LLC
UNCHANGED5,1555,15500%$258.9K$253.7K-$5.2K2026-10-07
Archvest Wealth Advisors, Inc.
INCREASED5,0174,992+25+1%$250.7K$246.9K-$3.8K2026-10-29
Markowski Investments
DECREASED5,0135,038-250%$253.1K$246.7K-$6.3K2026-10-30
Accelerate Investment Advisors LLC
NEW4,985—+4,985——$245.4K—2026-11-02
Miramontes Capital, LLC
UNCHANGED4,9664,96600%$249.4K$244.4K-$5.0K2026-10-19
Alhambra Investment Management LLC
DECREASED4,9646,404-1,440-22%$321.7K$244.3K-$77.3K2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED4,9025,278-376-7%$265.1K$241.3K-$23.8K2026-10-23
Archer Investment Corp
DECREASED4,8345,206-372-7%$261.5K$237.9K-$23.6K2026-11-05
Key FInancial Inc
INCREASED4,7984,797+1+0%$241.0K$236.1K-$4.8K2026-11-02
Lakeshore Financial Planning, Inc.
INCREASED4,7544,713+41+1%$236.8K$234.0K-$2.8K2026-10-13
TruNorth Capital Management, LLC
UNCHANGED4,7054,70500%$236.3K$231.6K-$4.8K2026-10-14
NBH Bank
INCREASED4,6124,292+320+7%$215.6K$227.0K+$11.4K2026-11-05
JFS Wealth Advisors, LLC
DECREASED4,6085,553-945-17%$278.9K$226.8K-$52.1K2026-11-03
Penobscot Wealth Management
NEW4,543—+4,543——$223.6K—2026-10-21
Maia Wealth LLC
DECREASED4,5144,629-115-2%$232.5K$222.2K-$10.3K2026-10-19
Palisade Asset Management, LLC
UNCHANGED4,5134,51300%$226.7K$222.1K-$4.6K2026-11-03
Verus Capital Partners, LLC
INCREASED4,4934,355+138+3%$218.8K$221.2K+$2.4K2026-11-03
Golden Bell Financial Planning LLC
INCREASED4,4704,409+61+1%$221.5K$220.0K-$1.5K2026-11-02
Jnba Financial Advisors
INCREASED4,4234,370+53+1%$219.5K$217.7K-$1.8K2026-11-03
Chapman Financial Group, LLC
UNCHANGED4,4004,40000%$221.0K$216.6K-$4.4K2026-10-26
D'Orazio & Associates, Inc.
NEW4,391—+4,391——$216.1K—2026-11-04
Mcdonald Partners LLC
INCREASED4,389434+3,955+911%$21.8K$216.0K+$194.2K2026-11-03
Mather Group, Llc.
INCREASED4,3564,204+152+4%$211.2K$214.4K+$3.2K2026-10-14
Tenzing Financial LLC
DECREASED4,3465,054-708-14%$250.9K$211.4K-$39.5K2026-11-03
Capital Asset Advisory Services LLC
INCREASED4,3374,270+67+2%$214.5K$211.7K-$2.8K2026-10-30
Cullen T Bankers, Inc.
DECREASED4,2804,315-35-1%$216.7K$210.7K-$6.1K2026-10-28
Integrity Advisory Solutions, LLC
DECREASED4,2794,436-157-4%$222.8K$210.6K-$12.2K2026-10-29
Cornerstone Wealth, LLC
UNCHANGED4,2754,27500%$212.2K$208.7K-$3.4K2026-10-28
Lauterbach Financial Advisors, LLC
INCREASED4,2444,218+26+1%$211.9K$208.9K-$3.0K2026-10-21
Ballast Rock Private Wealth LLC
NEW4,193—+4,193——$206.4K—2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED4,1204,104+16+0%$206.1K$202.8K-$3.4K2026-11-04
SAX Wealth Advisors, LLC
DECREASED4,0815,606-1,525-27%$280.0K$200.9K-$79.2K2026-10-13
Portland Financial Advisors Inc
NEW4,075—+4,075——$200.6K—2026-10-26
First Horizon Corp
DECREASED3,8043,915-111-3%$196.7K$187.2K-$9.4K2026-10-26
Hilltop National Bank
UNCHANGED3,3133,31300%$166.4K$163.1K-$3.3K2026-10-14
Central Trust Co
INCREASED3,1192,919+200+7%$146.6K$153.5K+$6.9K2026-11-05
Concord Wealth Partners
INCREASED3,0543,013+41+1%$151.3K$150.3K-$1.0K2026-11-02
Birchwood Financial Partners, Inc.
INCREASED3,0473,012+35+1%$151.3K$150.0K-$1.3K2026-11-02
Hanson & Doremus Investment Management
UNCHANGED3,0383,03800%$153.0K$150-$152.9K2026-10-16
Rossmore Private Capital
NEW3,000—+3,000——$147.7K—2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED2,7642,76400%$138.8K$136.0K-$2.8K2026-10-22
Legacy Bridge, LLC
UNCHANGED2,5882,58800%$130.0K$127.4K-$2.6K2026-10-28
Parkside Financial Bank & Trust
UNCHANGED2,5712,57100%$129.1K$126.5K-$2.6K2026-10-27
Compass Financial Management LLC
INCREASED2,0602,057+3+0%$102.3K$101.4K-$9712026-10-30
Cape Investment Advisory, Inc.
INCREASED2,0191,514+505+33%$76.1K$99.4K+$23.3K2026-10-13
Strengthening Families & Communities, LLC
INCREASED2,0091,982+27+1%$99.5K$98.9K-$6632026-10-21
Asset Dedication, LLC
UNCHANGED1,8971,89700%$95.3K$93.4K-$1.9K2026-11-03
LAM Group, Inc.
DECREASED1,6801,760-80-5%$88.4K$82.7K-$5.7K2026-10-26
Triumph Capital Management
INCREASED1,5801,404+176+13%$70.5K$77.8K+$7.3K2026-10-14
WPG Advisers, LLC
DECREASED1,3841,405-21-1%$70.6K$68.1K-$2.5K2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED1,3681,36800%$68.7K$67.3K-$1.4K2026-10-22
Coastline Trust Co
UNCHANGED1,3101,31000%$65.8K$64.5K-$1.3K2026-10-01
Oakworth Capital, Inc.
DECREASED1,3081,373-65-5%$69.0K$64.4K-$4.6K2026-10-26
DecisionPoint Financial, LLC
DECREASED1,2901,481-191-13%$73.3K$62.4K-$10.9K2026-10-27
Bfsg, LLC
INCREASED1,077548+529+97%$27.5K$53.0K+$25.5K2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED1,0011,00100%$50.3K$49.3K-$1.0K2026-11-02
Versant Capital Management, Inc
UNCHANGED1,0001,00000%$50.2K$49.2K-$1.0K2026-10-02
Torren Management, LLC
DECREASED9441,074-130-12%$54.0K$46.5K-$7.5K2026-10-29
Elevated Capital Advisors, LLC
DECREASED8005,935-5,135-87%$298.1K$39.4K-$258.8K2026-11-04
MTM Investment Management, LLC
NEW798—+798——$39.3K—2026-10-30
Clean Yield Group
UNCHANGED66666600%$33.5K$32.8K-$6722026-10-28
First Pacific Financial
INCREASED632624+8+1%$31.3K$31.1K-$2092026-10-14
Montag A & Associates Inc
UNCHANGED63063000%$31.6K$31.0K-$6362026-10-29
NBT Bank, N.A.
INCREASED617608+9+1%$30.6K$30.4K-$2032026-10-21
Accordant Advisory Group Inc
INCREASED600400+200+50%$20.1K$29.5K+$9.4K2026-10-29
Investors Research Corp
UNCHANGED56756700%$28.5K$27.9K-$5722026-10-07
Buck Wealth Strategies, LLC
DECREASED539593-54-9%$29.8K$26.5K-$3.3K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED457400+57+14%$20.1K$22.5K+$2.4K2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED32632600%$16.4K$16.0K-$3292026-10-23
Gamma Investing LLC
UNCHANGED31431400%$15.8K$15.5K-$3172026-10-08
Duncker Streett & Co Inc
UNCHANGED30030000%$15.1K$14.8K-$3032026-10-27
Ascentis Independent Advisors
INCREASED258213+45+21%$10.7K$12.7K+$2.0K2026-11-03
Richardson Financial Services Inc.
DECREASED253276-23-8%$13.9K$12.5K-$1.4K2026-10-30
Wolff Wiese Magana LLC
UNCHANGED24924900%$12.5K$12.3K-$2522026-10-15
Golden State Wealth Management, LLC
INCREASED248245+3+1%$12.3K$12.3K-$812026-11-02
Transce3nd, LLC
DECREASED246280-34-12%$13.9K$12.0K-$1.9K2026-10-26
CGC Financial Services, LLC
UNCHANGED24624600%$12.4K$12.1K-$2492026-10-13
Holos Integrated Wealth LLC
UNCHANGED20020000%$9.9K$9.7K-$2002026-10-23
Tsfg, LLC
DECREASED149186-37-20%$9$7-$22026-10-23
Elevation Wealth Partners, LLC
UNCHANGED14914900%$7.5K$7.3K-$1512026-10-07
Bangor Savings Bank
UNCHANGED13213200%$6.6K$6.5K-$1332026-10-06
Canton Hathaway, LLC
NEW128—+128——$6.3K—2026-10-23
Networth Advisors, LLC
INCREASED121119+2+2%$6.0K$5.9K-$392026-11-03
Bay Harbor Wealth Management, LLC
INCREASED120101+19+19%$5.1K$5.9K+$8332026-11-03
Phillip James Consulting Co.
UNCHANGED10010000%$5.0K$4.9K-$1012026-11-03
Latitude Advisors, LLC
NEW86—+86——$4.2K—2026-10-27
Blue Trust, Inc.
INCREASED8629+57+197%$1.4K$4.2K+$2.8K2026-10-15
William Mack & Associates, Inc.
NEW79—+79——$3.9K—2026-10-27
Tompkins Financial Corp
UNCHANGED777700%$3.9K$3.8K-$782026-10-05
Abound Wealth Management
INCREASED621+61+6100%$60$3.1K+$3.0K2026-10-26
Entrust Financial LLC
UNCHANGED565600%$2.8K$2.8K-$562026-11-04
Harbor Investment Advisory, LLC
NEW50—+50——$2.5K—2026-10-13
Bank of New Hampshire
UNCHANGED454500%$2.3K$2.2K-$452026-10-06
Fairscale Capital, LLC
UNCHANGED303000%$1.5K$1.5K-$372026-11-04
Clayton Financial Group LLC
NEW27—+27——$1.3K—2026-10-13
Plante Moran Financial Advisors, LLC
NEW26—+26——$1.3K—2026-11-04
Vision Financial Markets LLC
INCREASED2625+1+4%$1.2K$1.2K-$112026-10-22
Signaturefd, LLC
UNCHANGED252500%$1.3K$1.2K-$252026-10-23
Sunrise Financial Services, LLC
UNCHANGED181800%$904$886-$182026-10-21
Sofi Wealth, LLC
DECREASED1718-1-6%$919$833-$862026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED121200%$603$591-$122026-11-02
Blueline Advisors LLC
UNCHANGED9900%$452$443-$92026-10-15
Quaker Wealth Management, LLC
UNCHANGED7700%$352$345-$72026-10-22
Keystone Financial Group, Inc.
DECREASED4645-641-99%$32.4K$205-$32.2K2026-10-13
Kingdom Financial Group Llc.
UNCHANGED4400%$201$200-$12026-11-04
Bear Mountain Capital, Inc.
UNCHANGED3300%$149$146-$32026-11-04
Mascoma Wealth Management LLC
NEW1—+1——$42—2026-10-23
Garde Capital, Inc.
CLOSED01,156,378-1,156,378-100%$58.1M$0-$58.1M2026-10-29
Virtue Capital Management, LLC
CLOSED060,876-60,876-100%$3.1M$0-$3.1M2026-10-29
AXS Investments LLC
CLOSED034,140-34,140-100%$1.7M$0-$1.7M2026-11-04
FDx Advisors, Inc.
CLOSED023,276-23,276-100%$1.2M$0-$1.2M2026-11-05
Powers Advisory Group, LLC
CLOSED019,211-19,211-100%$965.0K$0-$965.0K2026-10-14
HBW Advisory Services LLC
CLOSED016,841-16,841-100%$845.9K$0-$845.9K2026-10-15
Wellington Shields & Co., LLC
CLOSED014,000-14,000-100%$703.2K$0-$703.2K2026-11-03
Smith Partners Wealth Management, LLC
CLOSED010,057-10,057-100%$505.2K$0-$505.2K2026-11-05
Smithbridge Asset Management Inc
CLOSED06,628-6,628-100%$332.9K$0-$332.9K2026-10-19
DeDora Capital, Inc.
CLOSED06,345-6,345-100%$318.7K$0-$318.7K2026-10-26
WealthCare Asset Management, LLC
CLOSED06,226-6,226-100%$312.7K$0-$312.7K2026-10-26
Five Oceans Advisors
CLOSED06,158-6,158-100%$309.3K$0-$309.3K2026-10-22
Wealthcare Capital Partners, LLC
CLOSED06,096-6,096-100%$306.2K$0-$306.2K2026-10-21
W.H. Cornerstone Investments Inc.
CLOSED06,043-6,043-100%$303.6K$0-$303.6K2026-11-03
Dutch Asset Corp
CLOSED05,700-5,700-100%$286.3K$0-$286.3K2026-10-20
Synergy Asset Management, LLC
CLOSED05,629-5,629-100%$282.7K$0-$282.7K2026-11-05
Summit Financial Strategies, Inc.
CLOSED05,397-5,397-100%$271.1K$0-$271.1K2026-10-14
Cypress Wealth Services, LLC
CLOSED05,122-5,122-100%$257.3K$0-$257.3K2026-10-21
Abacus Wealth Partners, LLC
CLOSED04,587-4,587-100%$230.4K$0-$230.4K2026-11-03
Wealth Management Resources, Inc.
CLOSED04,566-4,566-100%$229.4K$0-$229.4K2026-10-21
Soltis Investment Advisors LLC
CLOSED04,245-4,245-100%$213.2K$0-$213.2K2026-10-28
Beaumont Financial Advisors, LLC
CLOSED04,040-4,040-100%$202.9K$0-$202.9K2026-10-22
Simplex Trading, LLC
CLOSED01,320-1,320-100%$66.3K$0-$66.3K2026-11-04
Cornerstone Planning Group LLC
CLOSED01,303-1,303-100%$64.7K$0-$64.7K2026-10-16
Arlington Trust Co LLC
CLOSED0710-710-100%$35.7K$0-$35.7K2026-10-20
StrongBox Wealth, LLC
CLOSED0600-600-100%$30.1K$0-$30.1K2026-11-02
Country Trust Bank
CLOSED0144-144-100%$7.2K$0-$7.2K2026-10-30
Salem Investment Counselors Inc
CLOSED0134-134-100%$6.7K$0-$6.7K2026-10-13
International Assets Investment Management, LLC
CLOSED0110-110-100%$5.4K$0-$5.4K2026-11-02
Pittenger & Anderson Inc
CLOSED031-31-100%$1.6K$0-$1.6K2026-11-02
Hazlett, Burt & Watson, Inc.
CLOSED06-6-100%$0$0$02026-11-04
LPL Financial LLC
N/A—18,526,302-18,526,302-100%$930.6M———
Valmark Advisers, Inc.
N/A—7,347,518-7,347,518-100%$369.1M———
Goldman Sachs Group Inc
N/A—7,281,217-7,281,217-100%$365.7M———
Savant Capital, LLC
N/A—7,049,255-7,049,255-100%$353.1M———
Morgan Stanley
N/A—6,439,963-6,439,963-100%$323.5M———
Wealthfront Advisers LLC
N/A—6,137,312-6,137,312-100%$308.3M———
SEI Investments Co
N/A—6,019,982-6,019,982-100%$302.4M———
Cambridge Associates LLC
N/A—5,683,131-5,683,131-100%$285.5M———
Focus Partners Wealth
N/A—5,337,573-5,337,573-100%$268.1M———
Wealthspire Advisors, LLC
N/A—5,045,602-5,045,602-100%$253.4M———
Focus Partners Advisor Solutions, LLC
N/A—4,995,637-4,995,637-100%$250.9M———
FMR LLC
N/A—4,790,222-4,790,222-100%$240.6M———
Envestnet Asset Management Inc
N/A—4,345,770-4,345,770-100%$218.3M———
Bank of America Corp
N/A—4,320,397-4,320,397-100%$217.0M———
HighTower Advisors, LLC
N/A—2,386,258-2,386,258-100%$119.9M———
MAI Capital Management
N/A—2,338,765-2,338,765-100%$117.5M———
Alesco Advisors, LLC, An ESL Co
N/A—2,102,882-2,102,882-100%$105.6M———
BOK Financial Private Wealth, Inc.
N/A—2,030,876-2,030,876-100%$102.0M———
Wells Fargo & Company
N/A—1,953,570-1,953,570-100%$98.1M———
Northwestern Mutual Wealth Management Co
N/A—1,847,655-1,847,655-100%$92.8M———
Cerity Partners LLC
N/A—1,741,550-1,741,550-100%$87.5M———
Satovsky Asset Management LLC
N/A—1,718,938-1,718,938-100%$86.3M———
Strategic Financial Services, Inc.
N/A—1,543,640-1,543,640-100%$77.5M———
Russell Investments Group, Ltd.
N/A—1,478,713-1,478,713-100%$74.3M———
Betterment LLC
N/A—1,380,243-1,380,243-100%$69.3M———
JPMorgan Chase & Co
N/A—1,333,566-1,333,566-100%$67.1M———
Arax Advisory Partners
N/A—1,303,595-1,303,595-100%$65.5M———
Empowered Funds, LLC
N/A—1,258,283-1,258,283-100%$62.3M———
Bleakley Financial Group, LLC
N/A—1,209,758-1,209,758-100%$60.8M———
Charles Schwab Investment Management Inc
N/A—1,193,049-1,193,049-100%$59.9M———
Osaic Holdings, Inc.
N/A—1,184,197-1,184,197-100%$59.5M———
Cetera Investment Advisers
N/A—1,146,348-1,146,348-100%$57.6M———
UBS Group AG
N/A—1,062,481-1,062,481-100%$53.4M———
Ameriprise Financial Inc
N/A—964,393-964,393-100%$48.4M———
Raymond James Financial Inc
N/A—796,228-796,228-100%$40.0M———
Financial Plan, Inc.
N/A—776,767-776,767-100%$39.0M———
Silver OAK Wealth Advisors Services, LLC
N/A—683,280-683,280-100%$34.3M———
Mercer Global Advisors Inc
N/A—661,676-661,676-100%$33.2M———
Stratos Investment Management, LLC
N/A—623,489-623,489-100%$31.3M———
Stifel Financial Corp
N/A—623,336-623,336-100%$31.3M———
EP Wealth Advisors, LLC
N/A—617,814-617,814-100%$31.0M———
Royal Bank of Canada
N/A—600,890-600,890-100%$30.2M———
Adventist Health System/ West
N/A—572,974-572,974-100%$28.8M———
Manufacturers Life Insurance Company, the
N/A—542,843-542,843-100%$30.1M———
Alaska Permanent Capital Management, LLC
N/A—521,491-521,491-100%$26.2M———
Webster Bank, N. A.
N/A—516,076-516,076-100%$25.9M———
AE Wealth Management LLC
N/A—514,454-514,454-100%$25.8M———
VAN Strum & Towne Inc.
N/A—510,557-510,557-100%$25.6M———
Benningfield Financial Advisors, LLC
N/A—436,245-436,245-100%$21.9M———
ProVise Management Group, LLC
N/A—426,377-426,377-100%$21.4M———
Swan Capital LLC
N/A—422,205-422,205-100%$21.2M———
Goodman Financial Corp
N/A—421,313-421,313-100%$21.2M———
Mayport, LLC
N/A—420,360-420,360-100%$21.1M———
Bank of Montreal
N/A—418,059-418,059-100%$21.0M———
MML Investors Services, LLC
N/A—410,143-410,143-100%$20.6M———
Portland Global Advisors LLC
N/A—390,446-390,446-100%$19.6M———
Alliancebernstein L.P.
N/A—371,543-371,543-100%$18.6M———
Lifeworks Advisors, LLC
N/A—370,992-370,992-100%$18.6M———
Twin Focus Capital Partners, LLC
N/A—364,472-364,472-100%$18.3M———
Penserra Capital Management LLC
N/A—359,018-359,018-100%$18.0M———
Jackson Thornton Wealth Management, LLC
N/A—358,555-358,555-100%$18.0M———
Beacon Pointe Advisors, LLC
N/A—347,262-347,262-100%$17.4M———
Boston Family Office LLC
N/A—330,842-330,842-100%$16.6M———
Baird Financial Group, Inc.
N/A—328,366-328,366-100%$16.5M———
Cresset Asset Management, LLC
N/A—319,596-319,596-100%$16.1M———
Citadel Advisors LLC
N/A—318,383-318,383-100%$16.0M———
BlackRock, Inc.
N/A—313,502-313,502-100%$15.7M———
Alaska Wealth Advisors, LLC
N/A—284,320-284,320-100%$14.3M———
Savvy Advisors, Inc.
N/A—270,802-270,802-100%$13.6M———
Equitable Holdings, Inc.
N/A—270,503-270,503-100%$13.6M———
Beaird Harris Wealth Management, LLC
N/A—266,385-266,385-100%$13.4M———
Rehmann Capital Advisory Group
N/A—263,775-263,775-100%$13.3M———
Ameritas Advisory Services, LLC
N/A—256,344-256,344-100%$12.9M———
McLean Asset Management Corp
N/A—256,247-256,247-100%$12.7M———
Mariner, LLC
N/A—253,720-253,720-100%$12.7M———
Private Wealth Asset Management, LLC
N/A—247,165-247,165-100%$12.4M———
Roberts Glore & Co Inc
N/A—236,594-236,594-100%$11.9M———
Summit Financial, LLC
N/A—234,410-234,410-100%$11.8M———
Merit Financial Group, LLC
N/A—233,092-233,092-100%$11.7M———
Hamel Associates, Inc.
N/A—232,135-232,135-100%$11.7M———
OneDigital Investment Advisors LLC
N/A—225,134-225,134-100%$11.3M———
Principal Securities, Inc.
N/A—224,156-224,156-100%$11.3M———
Connable Office Inc
N/A—221,716-221,716-100%$11.1M———
Addison Advisors LLC
N/A—210,304-210,304-100%$10.6M———
Ethos Financial Group, LLC
N/A—202,806-202,806-100%$10.1M———
Sovereign Financial Group, Inc.
N/A—197,426-197,426-100%$9.9M———
C M Bidwell & Associates LTD
N/A—193,848-193,848-100%$9.7M———
Quadrature Capital Ltd
N/A—193,713-193,713-100%$9.7M———
Atlas Capital Advisors Inc.
N/A—191,735-191,735-100%$9.6M———
Rockefeller Capital Management L.P.
N/A—189,114-189,114-100%$9.5M———
Finhabits Advisors LLC
N/A—188,426-188,426-100%$9.5M———
Integrated Wealth Concepts LLC
N/A—187,557-187,557-100%$9.4M———
HBE Wealth Management, LLC
N/A—178,545-178,545-100%$9.0M———
Steward Partners Investment Advisory, LLC
N/A—171,857-171,857-100%$8.6M———
Envestnet Portfolio Solutions, Inc.
N/A—168,309-168,309-100%$8.5M———
RWA Wealth Partners, LLC
N/A—168,213-168,213-100%$8.4M———
NewEdge Advisors, LLC
N/A—168,047-168,047-100%$8.4M———
Jones Financial Companies Lllp
N/A—163,649-163,649-100%$8.2M———
Advisory Services Network, LLC
N/A—163,310-163,310-100%$8.2M———
Roundview Capital LLC
N/A—162,627-162,627-100%$8.2M———
TrueWealth Financial Partners
N/A—160,076-160,076-100%$8.0M———
Palladiem, LLC
N/A—160,035-160,035-100%$8.0M———
Allworth Financial LP
N/A—158,125-158,125-100%$7.9M———
Plum Street Advisors, LLC
N/A—153,451-153,451-100%$7.7M———
Scotia Capital Inc.
N/A—152,411-152,411-100%$7.7M———
AQR Capital Management LLC
N/A—141,696-141,696-100%$7.1M———
Ballast Advisors LLC
N/A—140,394-140,394-100%$7.1M———
Private Wealth Advisors, LLC
N/A—137,517-137,517-100%$6.9M———
Hutchinson Capital Management
N/A—135,668-135,668-100%$6.8M———
TRU Independence Asset Management 2, LLC
N/A—132,902-132,902-100%$6.7M———
Tilson Financial Group, Inc.
N/A—132,472-132,472-100%$6.7M———
Banco Santander, S.A.
N/A—130,387-130,387-100%$6.5M———
Fort Vancouver Investment Management, LLC
N/A—127,650-127,650-100%$6.4M———
Private Advisor Group, LLC
N/A—126,753-126,753-100%$6.4M———
Cloud Capital Management, LLC
N/A—126,725-126,725-100%$6.4M———
RFP Financial Group LLC
N/A—126,312-126,312-100%$6.3M———
Callan Family Office, LLC
N/A—122,234-122,234-100%$6.1M———
Morningstar Investment Management LLC
N/A—121,257-121,257-100%$6.1M———
Fairview Capital Investment Management, LLC
N/A—120,489-120,489-100%$6.1M———
Cardiff Park Advisors, LLC
N/A—116,454-116,454-100%$5.8M———
Pinnacle Financial Partners, Inc.
N/A—116,196-116,196-100%$5.8M———
Advisory Alpha, LLC
N/A—115,968-115,968-100%$5.8M———
Tidal Investments LLC
N/A—110,008-110,008-100%$5.5M———
Poinciana Advisors Group, LLC
N/A—103,402-103,402-100%$5.2M———
Raffa Wealth Management, LLC
N/A—102,663-102,663-100%$5.2M———
Ames National Corp
N/A—100,003-100,003-100%$5.0M———
Genesis Wealth Advisors, LLC
N/A—98,047-98,047-100%$4.9M———
Compass Financial Group, Inc.
N/A—94,673-94,673-100%$4.8M———
URS Advisory LLC
N/A—94,194-94,194-100%$4.7M———
Gould Asset Management LLC
N/A—92,910-92,910-100%$4.7M———
Cary Street Partners Financial LLC
N/A—92,352-92,352-100%$4.6M———
Fiduciary Trust Co
N/A—92,312-92,312-100%$4.6M———
Comprehensive Money Management Services LLC
N/A—89,976-89,976-100%$4.5M———
Level Four Advisory Services, LLC
N/A—88,748-88,748-100%$4.5M———
Waverly Advisors, LLC
N/A—88,400-88,400-100%$4.4M———
Sequoia Financial Advisors, LLC
N/A—88,219-88,219-100%$4.4M———
Brookwood Investment Group LLC
N/A—86,227-86,227-100%$4.3M———
Wealthedge Investment Advisors, LLC
N/A—85,735-85,735-100%$4.3M———
Titan Global Capital Management USA LLC
N/A—84,266-84,266-100%$4.2M———
Southeast Asset Advisors, LLC
N/A—79,325-79,325-100%$4.0M———
Sanctuary Advisors, LLC
N/A—79,310-79,310-100%$4.0M———
Passive Capital Management, Llc.
N/A—78,774-78,774-100%$3.9M———
First American Trust, FSB
N/A—77,501-77,501-100%$3.9M———
Fortune Financial Advisors, LLC
N/A—76,835-76,835-100%$3.9M———
Conservest Capital Advisors, Inc.
N/A—73,582-73,582-100%$3.7M———
Lutz Financial Services LLC
N/A—72,601-72,601-100%$3.6M———
IFG Advisory, LLC
N/A—71,783-71,783-100%$3.6M———
Global Retirement Partners, LLC
N/A—65,757-65,757-100%$3.3M———
Nepc LLC
N/A—65,564-65,564-100%$3.3M———
Partners Capital Investment Group, LLP
N/A—62,524-62,524-100%$3.1M———
Susquehanna International Group, LLP
N/A—62,130-62,130-100%$3.1M———
Performance Wealth Partners, LLC
N/A—62,092-62,092-100%$3.1M———
Opus Financial Solutions LLC
N/A—61,777-61,777-100%$3.1M———
Blair William & Co
N/A—61,047-61,047-100%$3.1M———
Aspire Capital Advisors LLC
N/A—59,567-59,567-100%$3.0M———
Generations Wealth, LLC
N/A—59,460-59,460-100%$3.0M———
Exit Wealth Advisors, Llc.
N/A—58,191-58,191-100%$2.9M———
Vistica Wealth Advisors, LLC
N/A—57,750-57,750-100%$2.9M———
JMG Financial Group, Ltd.
N/A—57,430-57,430-100%$2.9M———
Edgestream Partners, L.P.
N/A—56,614-56,614-100%$2.8M———
Parkwoods Wealth Partners, LLC
N/A—56,062-56,062-100%$2.8M———
Koss-Olinger Consulting, LLC
N/A—56,031-56,031-100%$2.8M———
HTG Investment Advisors, Inc.
N/A—54,033-54,033-100%$2.7M———
Pasadena Private Wealth, LLC
N/A—53,903-53,903-100%$2.7M———
Keyvantage Wealth, LLC
N/A—53,839-53,839-100%$2.7M———
Dorsey & Whitney Trust Co LLC
N/A—53,826-53,826-100%$2.7M———
Flatrock Wealth Partners LLC
N/A—53,348-53,348-100%$2.7M———
Northern Trust Corp
N/A—53,125-53,125-100%$2.7M———
Captrust Financial Advisors
N/A—52,886-52,886-100%$2.7M———
Janney Montgomery Scott LLC
N/A—52,863-52,863-100%$2.7M———
Heritage Trust Co
N/A—52,841-52,841-100%$2.7M———
M&T Bank Corp
N/A—52,689-52,689-100%$2.6M———
Staley Capital Advisers Inc
N/A—52,425-52,425-100%$2.6M———
Apriem Advisors
N/A—52,110-52,110-100%$2.6M———
Arkadios Wealth Advisors
N/A—51,025-51,025-100%$2.6M———
Sheridan Capital Management, LLC
N/A—49,494-49,494-100%$2.5M———
Quantinno Capital Management LP
N/A—48,686-48,686-100%$2.4M———
Birchcreek Wealth Management, LLC
N/A—47,133-47,133-100%$2.4M———
Regal Investment Advisors LLC
N/A—47,086-47,086-100%$2.4M———
Silver Oak Advisory Group, Inc.
N/A—46,879-46,879-100%$2.4M———
Hirtle & Co., LLC
N/A—46,159-46,159-100%$2.3M———
Aegis Wealth Management LLC
N/A—45,466-45,466-100%$2.3M———
Headinvest, LLC
N/A—45,436-45,436-100%$2.3M———
Stratos Wealth Advisors, LLC
N/A—45,111-45,111-100%$2.3M———
Modern Wealth Management, LLC
N/A—43,326-43,326-100%$2.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—43,147-43,147-100%$2.2M———
Clearstead Advisors, LLC
N/A—41,320-41,320-100%$2.1M———
Ensign Peak Advisors, Inc
N/A—40,000-40,000-100%$2.0M———
Seneschal Advisors, LLC
N/A—39,849-39,849-100%$2.0M———
HighPoint Advisor Group LLC
N/A—39,627-39,627-100%$2.0M———
OneAscent Financial Services LLC
N/A—39,619-39,619-100%$2.0M———
One Wealth Map LLC
N/A—39,548-39,548-100%$2.0M———
Tranquilli Financial Advisor LLC
N/A—39,093-39,093-100%$2.0M———
PNC Financial Services Group, Inc.
N/A—38,669-38,669-100%$1.9M———
JT Stratford LLC
N/A—36,839-36,839-100%$1.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—36,792-36,792-100%$1.8M———
Timber Creek Capital Management LLC
N/A—36,168-36,168-100%$1.8M———
Strategic Investment Advisors / MI
N/A—36,078-36,078-100%$1.8M———
CIBC Bancorp USA Inc.
N/A—35,687-35,687-100%$1.9M———
AssuredPartners Investment Advisors, LLC
N/A—35,323-35,323-100%$1.8M———
Disciplined Investments, LLC
N/A—35,282-35,282-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—34,897-34,897-100%$1.8M———
Compton Financial Group, LLC
N/A—34,742-34,742-100%$1.7M———
ArchPoint Investors
N/A—34,614-34,614-100%$1.7M———
Smartleaf Asset Management LLC
N/A—34,006-34,006-100%$1.7M———
Commerce Bank
N/A—33,745-33,745-100%$1.7M———
GTS Securities LLC
N/A—33,701-33,701-100%$1.7M———
Coston, McIsaac & Partners
N/A—33,620-33,620-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—33,319-33,319-100%$1.7M———
Cambient Family Office, LLC
N/A—33,068-33,068-100%$1.7M———
Aptus Capital Advisors, LLC
N/A—32,262-32,262-100%$1.6M———
Claris Advisors, LLC / MO /
N/A—31,736-31,736-100%$1.6M———
Gotham Asset Management, LLC
N/A—31,080-31,080-100%$1.6M———
Keebeck Wealth Management
N/A—30,961-30,961-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—30,538-30,538-100%$1.5M———
Huntington National Bank
N/A—30,306-30,306-100%$1.5M———
Hanover Advisors Inc
N/A—30,016-30,016-100%$1.5M———
BFC Planning, Inc.
N/A—29,952-29,952-100%$1.5M———
Continuum Advisory, LLC
N/A—29,042-29,042-100%$1.5M———
RED Reef Advisors LLC
N/A—28,428-28,428-100%$1.4M———
Bristlecone Value Partners, LLC
N/A—28,328-28,328-100%$1.4M———
Midwestern Financial, LLC
N/A—28,157-28,157-100%$1.4M———
World Investment Advisors
N/A—26,816-26,816-100%$1.3M———
Atlantic Union Bankshares Corp
N/A—25,999-25,999-100%$1.3M———
Atomic Invest LLC
N/A—25,737-25,737-100%$1.3M———
Balanced Rock Investment Advisors LLC
N/A—25,138-25,138-100%$1.3M———
National Bank of Canada
N/A—24,938-24,938-100%$1.3M———
Strategic Investment Solutions, Inc.
N/A—24,505-24,505-100%$1.2M———
Dopkins Wealth Management, LLC
N/A—24,366-24,366-100%$1.2M———
MA Private Wealth
N/A—24,295-24,295-100%$1.2M———
NorthRock Partners, LLC
N/A—22,925-22,925-100%$1.2M———
One Degree Advisors Inc
N/A—22,865-22,865-100%$1.1K———
TRB Wealth Management, LLC
N/A—22,827-22,827-100%$1.1M———
Mutual Advisors, LLC
N/A—22,758-22,758-100%$1.1M———
Tortoise Investment Management, LLC
N/A—22,485-22,485-100%$1.1M———
Aberdeen Group plc
N/A—22,164-22,164-100%$1.1M———
&partners
N/A—22,044-22,044-100%$1.1M———
Proffitt & Goodson Inc
N/A—21,816-21,816-100%$1.1M———
Richmond Brothers, Inc.
N/A—21,777-21,777-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—21,606-21,606-100%$1.1M———
Bcgm Wealth Management, LLC
N/A—20,740-20,740-100%$1.0M———
Earned Wealth Advisors, LLC
N/A—19,965-19,965-100%$1.0M———
Main Street Financial Solutions, LLC
N/A—19,936-19,936-100%$1.0M———
Western Wealth Management, LLC
N/A—19,726-19,726-100%$990.8K———
N.E.W. Advisory Services LLC
N/A—19,649-19,649-100%$987.0K———
Leavell Investment Management, Inc.
N/A—19,186-19,186-100%$963.7K———
Round Rock Advisors LLC
N/A—18,946-18,946-100%$951.7K———
FMB Wealth Management
N/A—18,884-18,884-100%$948.5K———
American Investment Services, Inc.
N/A—18,768-18,768-100%$942.7K———
Cassady Wealth & Retirement Planning, LLC
N/A—18,214-18,214-100%$914.9K———
Gateway Wealth Partners, LLC
N/A—18,204-18,204-100%$914.4K———
Adams Wealth Management
N/A—17,340-17,340-100%$871.0K———
CacheTech Inc.
N/A—17,340-17,340-100%$871.0K———
CreativeOne Wealth, LLC
N/A—17,299-17,299-100%$868.9K———
Belpointe Asset Management LLC
N/A—17,213-17,213-100%$864.6K———
PFG Investments, LLC
N/A—17,140-17,140-100%$860.9K———
17 Capital Partners, LLC
N/A—17,019-17,019-100%$854.9K———
Cornerstone Advisors Asset Management, LLC
N/A—16,981-16,981-100%$852.9K———
Beckerman Institutional, LLC
N/A—16,654-16,654-100%$836.5K———
Harbour Investment Management LLC
N/A—15,930-15,930-100%$800.2K———
BCS Private Wealth Management, Inc.
N/A—15,908-15,908-100%$799.1K———
Pallas Capital Advisors LLC
N/A—15,829-15,829-100%$795.1K———
Money Concepts Capital Corp
N/A—15,783-15,783-100%$792.8K———
HSBC Holdings PLC
N/A—15,250-15,250-100%$766.0K———
Clearbridge Investments, LLC
N/A—15,000-15,000-100%$753.5K———
Estate Counselors, LLC
N/A—14,985-14,985-100%$752.7K———
GenTrust, LLC
N/A—14,948-14,948-100%$750.8K———
Advisors Asset Management, Inc.
N/A—14,613-14,613-100%$734.0K———
Advyzon Investment Management, LLC
N/A—13,985-13,985-100%$702.5K———
Prostatis Group LLC
N/A—13,787-13,787-100%$692.5K———
Berger Financial Group, Inc
N/A—13,033-13,033-100%$654.7K———
Golden Road Advisors LLC
N/A—12,907-12,907-100%$648.3K———
Pathstone Holdings, LLC
N/A—12,680-12,680-100%$636.9K———
Inspire Advisors, LLC
N/A—12,596-12,596-100%$632.7K———
Private Harbour Investment Management & Counsel, LLC
N/A—12,470-12,470-100%$626.4K———
Harbour Investments, Inc.
N/A—11,977-11,977-100%$601.6K———
Great Valley Advisor Group, Inc.
N/A—11,890-11,890-100%$596.7K———
Kovack Advisors, Inc.
N/A—11,730-11,730-100%$582.0K———
Hershey Financial Advisers, LLC
N/A—11,528-11,528-100%$579.1K———
Hyundai Investments Co., Ltd.
N/A—11,512-11,512-100%$578.9K———
Marex Group Ltd
N/A—11,412-11,412-100%$573.2K———
Northstar Group, Inc.
N/A—11,078-11,078-100%$556.4K———
Arkos Global Advisors
N/A—10,693-10,693-100%$537.0K———
Founders Financial Alliance, LLC
N/A—10,642-10,642-100%$534.6K———
Shared Vision Wealth Group LLC
N/A—10,426-10,426-100%$523.7K———
Thayer Partners, LLC / MA
N/A—10,386-10,386-100%$521.7K———
Pettyjohn, Wood & White, Inc
N/A—10,185-10,185-100%$511.6K———
Snowden Capital Advisors LLC
N/A—10,170-10,170-100%$510.9K———
Allie Family Office LLC
N/A—10,016-10,016-100%$503.1K———
Resurgent Financial Advisors LLC
N/A—9,704-9,704-100%$487.4K———
IMA Advisory Services, Inc.
N/A—9,657-9,657-100%$485.1K———
Bartlett & Co. Wealth Management LLC
N/A—9,535-9,535-100%$478.9K———
LifePlan Investment Advisors, Inc.
N/A—9,078-9,078-100%$456.0K———
Terril Brothers, Inc.
N/A—9,075-9,075-100%$455.8K———
Stephens Inc
N/A—8,967-8,967-100%$450.4K———
Frisch Financial Group, Inc.
N/A—8,859-8,859-100%$445.0K———
Patron Partners, LLC
N/A—8,750-8,750-100%$439.5K———
Sandy Cove Advisors, LLC
N/A—8,660-8,660-100%$435.0K———
UMB Bank, n.a.
N/A—8,490-8,490-100%$426.5K———
Bragg Financial Advisors, Inc
N/A—8,357-8,357-100%$419.8K———
Thompson David Blair
N/A—7,950-7,950-100%$399.3K———
Kingsview Wealth Management, LLC
N/A—7,880-7,880-100%$395.8K———
Denali Advisors LLC
N/A—7,874-7,874-100%$395.5K———
WealthTrak Capital Management LLC
N/A—7,276-7,276-100%$365.5K———
Coldstream Capital Management Inc
N/A—7,269-7,269-100%$365.1K———
Perennial Investment Advisors, LLC
N/A—7,230-7,230-100%$363.2K———
WJ Financial Advisors LLC
N/A—6,999-6,999-100%$351.6K———
Old North State Trust, LLC
N/A—6,917-6,917-100%$347.0K———
Bluespring Wealth Management, LLC
N/A—6,904-6,904-100%$346.8K———
Verity Wealth Advisors
N/A—6,801-6,801-100%$341.6K———
Wealthspire Retirement, LLC
N/A—6,672-6,672-100%$335.1K———
Peak Retirement Planning, Inc.
N/A—6,607-6,607-100%$331.9K———
Dogwood Wealth Management LLC
N/A—6,533-6,533-100%$328.1K———
Access Financial Services, Inc.
N/A—6,503-6,503-100%$326.6K———
Walter & Keenan Wealth Management LLC
N/A—6,234-6,234-100%$313.1K———
Guardian Wealth Advisors, LLC / NC
N/A—6,186-6,186-100%$310.7K———
Nicolet Bankshares Inc
N/A—6,137-6,137-100%$304.7K———
Argent Trust Co
N/A—6,084-6,084-100%$305.6K———
Red Wave Investments LLC
N/A—5,997-5,997-100%$301.2K———
Sankala Group LLC
N/A—5,885-5,885-100%$292.7K———
Sequent Planning LLC
N/A—5,784-5,784-100%$290.5K———
SageView Advisory Group, LLC
N/A—5,740-5,740-100%$288.3K———
Dakota Wealth Management
N/A—5,722-5,722-100%$287.4K———
Compass Capital Corp
N/A—5,639-5,639-100%$280.3K———
Mission Creek Capital Partners, Inc.
N/A—5,375-5,375-100%$270.0K———
Roble, Belko & Company, Inc
N/A—5,369-5,369-100%$270.0K———
Pine Harbor Wealth Management, LLC
N/A—5,358-5,358-100%$269.1K———
Essex Financial Services, Inc.
N/A—5,196-5,196-100%$261.0K———
Evercore Wealth Management, LLC
N/A—5,166-5,166-100%$259.5K———
Composition Wealth, LLC
N/A—5,160-5,160-100%$259.2K———
American Trust
N/A—4,984-4,984-100%$250.4K———
Eldridge Investment Advisors, Inc.
N/A—4,931-4,931-100%$244.3K———
Nwam LLC
N/A—4,838-4,838-100%$243.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,814-4,814-100%$241.8K———
Fisher Asset Management, LLC
N/A—4,634-4,634-100%$232.8K———
Cornerstone Financial Group, LLC
N/A—4,514-4,514-100%$226.7K———
Capital Investment Management, Inc.
N/A—4,468-4,468-100%$224.4K———
Madison Wealth Partners, Inc
N/A—4,416-4,416-100%$221.8K———
Napier Financial, LLC
N/A—4,400-4,400-100%$221.0K———
Stillwater Private Wealth, LLC
N/A—4,278-4,278-100%$212———
Investment Advisory Group, LLC
N/A—4,208-4,208-100%$211.4K———
Moneta Group Investment Advisors LLC
N/A—4,194-4,194-100%$210.7K———
Proactive Wealth Strategies LLC
N/A—4,060-4,060-100%$204.0K———
GWN Securities Inc.
N/A—3,986-3,986-100%$200.2K———
Grand Wealth Management, LLC
N/A—3,985-3,985-100%$200.2K———
Rialto Wealth Management, LLC
N/A—3,855-3,855-100%$193.6K———
Ancora Advisors LLCA
N/A—3,776-3,776-100%$189.7K———
GeoWealth Management, LLC
N/A—3,575-3,575-100%$179.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,400-3,400-100%$170.8K———
Transamerica Financial Advisors, LLC
N/A—3,337-3,337-100%$167.7K———
Three Bearings Fiduciary Advisors, Inc.
N/A—3,187-3,187-100%$160.1K———
SouthState Bank Corp
N/A—2,481-2,481-100%$124.6K———
Anchor Investment Management, LLC
N/A—2,372-2,372-100%$119.1K———
TD Capital Management LLC
N/A—2,299-2,299-100%$115.5K———
Capital Analysts, LLC
N/A—2,056-2,056-100%$103.0K———
Stelac Advisory Services LLC
N/A—2,055-2,055-100%$103.2K———
Tidemark, LLC
N/A—2,055-2,055-100%$103.2K———
Minot DeBlois Advisors LLC
N/A—2,041-2,041-100%$102.5K———
Institute for Wealth Management, Llc.
N/A—1,892-1,892-100%$95.0K———
Rogco, LP
N/A—1,820-1,820-100%$91.4K———
Cbiz Investment Advisory Services, LLC
N/A—1,561-1,561-100%$78.0K———
Synergy Investment Management, LLC
N/A—1,422-1,422-100%$70.6K———
Capital Advisor Network LLC
N/A—1,376-1,376-100%$69.1K———
Bessemer Group Inc
N/A—1,345-1,345-100%$68.0K———
Dunhill Financial, LLC
N/A—1,330-1,330-100%$66.8K———
Medallion Wealth Advisors, LLC
N/A—1,249-1,249-100%$62.7K———
Ameriflex Group, Inc.
N/A—1,231-1,231-100%$61.8K———
Timmons Wealth Management, LLC
N/A—1,176-1,176-100%$59.1K———
SHP Wealth Management
N/A—1,120-1,120-100%$56.3K———
Fiduciary Financial Advisors
N/A—1,003-1,003-100%$50.4K———
Wellington-Altus USA Inc.
N/A—1,000-1,000-100%$50.0K———
Tanglewood Legacy Advisors, LLC
N/A—1,000-1,000-100%$50.3K———
Brown Brothers Harriman & Co
N/A—994-994-100%$49.9K———
VSM Wealth Advisory, LLC
N/A—950-950-100%$47.7K———
Tradewinds, Llc.
N/A—920-920-100%$3.7M———
PlanVest Financial, Inc
N/A—814-814-100%$40.9K———
Bogart Wealth, LLC
N/A—726-726-100%$36.5K———
Motco
N/A—720-720-100%$36.2K———
Millstone Evans Group, LLC
N/A—703-703-100%$35.3K———
Boyd Watterson Asset Management LLC
N/A—587-587-100%$29.5K———
HFM Investment Advisors, LLC
N/A—574-574-100%$28.8K———
Geneos Wealth Management Inc.
N/A—519-519-100%$26.1K———
Bard Associates Inc
N/A—510-510-100%$25.6K———
Aventura Private Wealth, LLC
N/A—483-483-100%$24.3K———
10Elms LLP
N/A—477-477-100%$24.0K———
LRI Investments, LLC
N/A—428-428-100%$21.5K———
Lavaca Capital LLC
N/A—340-340-100%$17.1K———
Mcguire Capital Advisors Inc
N/A—337-337-100%$16.9K———
Westfuller Advisors, LLC
N/A—267-267-100%$13.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—256-256-100%$12.9K———
Security National Bank of Sioux City Iowa
N/A—250-250-100%$12.6K———
ST Germain D J Co Inc
N/A—247-247-100%$12.4K———
Chesapeake Asset Management LLC
N/A—246-246-100%$12.4K———
Financial Gravity Companies, Inc.
N/A—236-236-100%$11.9K———
EFG International AG
N/A—228-228-100%$11.5K———
Johnson Financial Group, Inc.
N/A—207-207-100%$10.4K———
Strategic Wealth Partners, Ltd.
N/A—206-206-100%$10.3K———
MidFirst Bank
N/A—170-170-100%$8.5K———
Park Place Capital Corp
N/A—149-149-100%$7.5K———
Ameritas Investment Partners, Inc.
N/A—127-127-100%$6.4K———
CVA Family Office, LLC
N/A—119-119-100%$6.0K———
Fortis Group Advisors, LLC
N/A—117-117-100%$5.9K———
Hollencrest Capital Management
N/A—116-116-100%$5.8K———
Federation des caisses Desjardins du Quebec
N/A—96-96-100%$4.8K———
Strive Financial Group,LLC
N/A—91-91-100%$4.6K———
Vanguard National Trust Co
N/A—47-47-100%$2.4K———
Caldwell Sutter Capital, Inc.
N/A—41-41-100%$2.1K———
Keating Financial Advisory Services, Inc.
N/A—24-24-100%$1.2K———
Godfrey Financial Associates, Inc.
N/A—22-22-100%$1.1K———
Operose Advisors LLC
N/A—22-22-100%$1.1K———
SOA Wealth Advisors, Llc.
N/A—3-3-100%$151———
Hantz Financial Services, Inc.
N/A—1-1-100%$0———
Showing 1007 of 1007 institutions