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Vanguard Ultra Short Bond ET (VUSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
DECREASED
Shares3,211,084 from 3,713,491
Change-502,407 (-14%)
Value$159.1M (-$25.7M)
Filed 2026-11-02
Avion Wealth
INCREASED
Shares1,734,876 from 1,498,238
Change+236,638 (+16%)
Value$86.0K (-$74.5M)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares1,675,078 from 1,558,474
Change+116,604 (+7%)
Value$83.0M (+$5.4M)
Filed 2026-10-15
Angeles Investment Advisors, LLC
NEW
Shares1,499,700
Change+1,499,700
Value$74.3M
Filed 2026-10-22
HUB Investment Partners, LLC
NEW
Shares880,462
Change+880,462
Value$43.6M
Filed 2026-11-03
Dmkc Advisory Services, LLC
DECREASED
Shares655,984 from 817,806
Change-161,822 (-20%)
Value$32.5M (-$8.2M)
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares655,481 from 646,795
Change+8,686 (+1%)
Value$32.5M (+$281.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares612,188 from 673,738
Change-61,550 (-9%)
Value$30.3M (-$3.2M)
Filed 2026-11-02
Fonville Wealth Management LLC
INCREASED
Shares537,228 from 509,593
Change+27,635 (+5%)
Value$26.6M (+$1.3M)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
DECREASED
Shares533,344 from 536,537
Change-3,193 (-1%)
Value$26.4M (-$281.6K)
Filed 2026-10-15
Alpha Omega Wealth Management LLC
INCREASED
Shares504,540 from 479,829
Change+24,711 (+5%)
Value$25.0M (+$1.1M)
Filed 2026-10-23
Warwick Investment Management, Inc.
INCREASED
Shares488,250 from 462,039
Change+26,211 (+6%)
Value$24.2M (+$1.2M)
Filed 2026-10-19
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares471,176 from 487,873
Change-16,697 (-3%)
Value$23.3M (-$939.5K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
INCREASED
Shares436,062 from 4,823
Change+431,239 (+8941%)
Value$21.6M (+$21.4M)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares431,179 from 389,449
Change+41,730 (+11%)
Value$21.4M (+$2.0M)
Filed 2026-10-27
Global Wealth Management, LLC
DECREASED
Shares430,257 from 450,535
Change-20,278 (-4%)
Value$21.3M (-$1.1M)
Filed 2026-10-15
Nkcfo LLC
UNCHANGED
Shares415,500 from 415,500
Change0 (0%)
Value$20.6K (-$20.7M)
Filed 2026-11-04
Capital Advantage, Inc.
INCREASED
Shares414,206 from 412,453
Change+1,753 (+0%)
Value$20.5M (-$8.0K)
Filed 2026-10-14
Coyle Financial Counsel LLC
INCREASED
Shares401,478 from 378,923
Change+22,555 (+6%)
Value$19.9M (+$1.0M)
Filed 2026-10-28
Titleist Asset Management, LLC
DECREASED
Shares392,501 from 412,804
Change-20,303 (-5%)
Value$19.4M (-$1.1M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares392,061 from 314,954
Change+77,107 (+24%)
Value$19.4M (+$3.7M)
Filed 2026-11-02
M Holdings Securities, Inc.
INCREASED
Shares378,754 from 363,073
Change+15,681 (+4%)
Value$18.7K (-$18.1M)
Filed 2026-11-03
McClarren Financial Advisors, Inc.
INCREASED
Shares375,889 from 330,616
Change+45,273 (+14%)
Value$18.6M (+$2.2M)
Filed 2026-10-15
Eagle Capital Management, LLC
DECREASED
Shares370,356 from 375,569
Change-5,213 (-1%)
Value$18.4K (-$345)
Filed 2026-10-19
David Kennon Inc
INCREASED
Shares355,522 from 354,232
Change+1,290 (+0%)
Value$17.6M (-$17.6K)
Filed 2026-10-13
Eclectic Associates Inc
DECREASED
Shares328,018 from 391,076
Change-63,058 (-16%)
Value$16.3M (-$3.2M)
Filed 2026-10-09
Calder Financial LLC
DECREASED
Shares319,361 from 320,831
Change-1,470 (0%)
Value$15.8M (-$146.6K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares317,333 from 331,292
Change-13,959 (-4%)
Value$15.7M (-$767.9K)
Filed 2026-11-02
Kitching Partners, LLC
INCREASED
Shares309,698 from 246,697
Change+63,001 (+26%)
Value$15.3M (+$3.1M)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
INCREASED
Shares298,361 from 284,062
Change+14,299 (+5%)
Value$14.8M (+$643.2K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED
Shares296,546 from 272,316
Change+24,230 (+9%)
Value$14.7M (+$1.1M)
Filed 2026-11-05
Hartline Investment Corp/
NEW
Shares293,630
Change+293,630
Value$14.5M
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
INCREASED
Shares290,369 from 287,484
Change+2,885 (+1%)
Value$14.4M (+$76.8K)
Filed 2026-10-16
Finivi Inc.
INCREASED
Shares274,947 from 22,234
Change+252,713 (+1137%)
Value$13.6M (+$12.5M)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares246,067 from 136,854
Change+109,213 (+80%)
Value$12.2M (+$5.4M)
Filed 2026-10-23
Colony Family Offices, LLC
DECREASED
Shares217,544 from 257,677
Change-40,133 (-16%)
Value$10.8M (-$2.0M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares217,517 from 181,986
Change+35,531 (+20%)
Value$10.8K (-$9.0M)
Filed 2026-11-02
Schulz Wealth, Ltd.
INCREASED
Shares209,831 from 174,683
Change+35,148 (+20%)
Value$10.4M (+$1.7M)
Filed 2026-11-03
CWC Advisors, Llc.
DECREASED
Shares187,160 from 237,265
Change-50,105 (-21%)
Value$9.3M (-$2.5M)
Filed 2026-10-15
SpringVest Wealth Management LLC
DECREASED
Shares168,639 from 178,099
Change-9,460 (-5%)
Value$8.4M (-$509.7K)
Filed 2026-10-27
Leeward Financial Partners, LLC
INCREASED
Shares163,780 from 105,776
Change+58,004 (+55%)
Value$8.1M (+$2.8M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares155,785 from 154,909
Change+876 (+1%)
Value$7.7M (+$20.1K)
Filed 2026-10-08
Avior Wealth Management, LLC
INCREASED
Shares151,955 from 34,678
Change+117,277 (+338%)
Value$7.5M (+$5.8M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares149,956 from 182,577
Change-32,621 (-18%)
Value$7.4M (-$1.6M)
Filed 2026-10-13
Harpswell Capital Advisors, LLC
INCREASED
Shares148,864 from 129,713
Change+19,151 (+15%)
Value$7.4M (+$919.1K)
Filed 2026-10-09
DeLarme Wealth Management, Inc.
INCREASED
Shares146,775 from 139,499
Change+7,276 (+5%)
Value$7.3M (+$328.5K)
Filed 2026-10-30
Optima Capital LLC
INCREASED
Shares146,249 from 103,054
Change+43,195 (+42%)
Value$7.2M (+$2.1M)
Filed 2026-10-29
Sky Investment Group LLC
NEW
Shares141,263
Change+141,263
Value$7.0M
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares140,434 from 94,101
Change+46,333 (+49%)
Value$7.0M (+$2.3M)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares139,041 from 179,021
Change-39,980 (-22%)
Value$6.9M (-$2.0M)
Filed 2026-11-05
Nvwm, LLC
DECREASED
Shares122,430 from 135,343
Change-12,913 (-10%)
Value$6.1M (-$670.9K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares120,813 from 92,461
Change+28,352 (+31%)
Value$6.0M (+$1.4M)
Filed 2026-10-29
Founders Financial Securities LLC
DECREASED
Shares118,204 from 118,507
Change-303 (0%)
Value$5.9M (-$42.3K)
Filed 2026-10-28
Beaumont Asset Management, L.L.C.
DECREASED
Shares117,305 from 132,982
Change-15,677 (-12%)
Value$5.8M (-$807.4K)
Filed 2026-10-16
Greenspring Advisors, LLC
INCREASED
Shares110,766 from 98,092
Change+12,674 (+13%)
Value$5.5M (+$605.4K)
Filed 2026-11-05
Fischer Financial Services, Inc.
INCREASED
Shares110,070 from 108,520
Change+1,550 (+1%)
Value$5.5M (+$51.8K)
Filed 2026-10-30
Verus Capital Partners, LLC
DECREASED
Shares109,754 from 112,822
Change-3,068 (-3%)
Value$5.4M (-$178.0K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares109,030 from 101,915
Change+7,115 (+7%)
Value$5.4M (+$329.1K)
Filed 2026-10-14
Aspiriant, LLC
DECREASED
Shares104,292 from 115,081
Change-10,789 (-9%)
Value$5.2M (-$561.1K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares102,776 from 105,720
Change-2,944 (-3%)
Value$5.1M (-$170.2K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares98,314 from 64,214
Change+34,100 (+53%)
Value$4.9M (+$1.7M)
Filed 2026-11-02
Salem Investment Counselors Inc
INCREASED
Shares97,444 from 96,406
Change+1,038 (+1%)
Value$4.8M (+$29.3K)
Filed 2026-10-13
Enclave Advisors LLC
INCREASED
Shares95,051 from 91,082
Change+3,969 (+4%)
Value$4.7M (+$175.7K)
Filed 2026-10-14
Mustard Seed Financial, LLC
DECREASED
Shares93,327 from 93,526
Change-199 (0%)
Value$4.6M (-$31.4K)
Filed 2026-10-30
Capital Investment Services of America, Inc.
DECREASED
Shares93,310 from 93,980
Change-670 (-1%)
Value$4.6M (-$54.8K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares92,135 from 66,687
Change+25,448 (+38%)
Value$4.6M (+$1.2M)
Filed 2026-11-05
Lebenthal Global Advisors, LLC
DECREASED
Shares92,056 from 141,174
Change-49,118 (-35%)
Value$4.6M (-$2.5M)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED
Shares91,900 from 90,672
Change+1,228 (+1%)
Value$4.6M (+$40.0K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares91,223 from 28,143
Change+63,080 (+224%)
Value$4.5M (+$3.1M)
Filed 2026-10-30
Hikari Power Ltd
UNCHANGED
Shares90,620 from 90,620
Change0 (0%)
Value$4.5K (-$4.5M)
Filed 2026-10-30
CWS Financial Advisors, LLC
INCREASED
Shares89,502 from 77,985
Change+11,517 (+15%)
Value$4.4M (+$552.7K)
Filed 2026-10-16
Capital Investment Advisors, LLC
NEW
Shares88,825
Change+88,825
Value$4.4M
Filed 2026-10-22
Chatham Capital Group, Inc.
INCREASED
Shares86,405 from 81,255
Change+5,150 (+6%)
Value$4.3M (+$236.5K)
Filed 2026-10-16
Paragon Private Wealth Management, LLC
DECREASED
Shares83,608 from 95,489
Change-11,881 (-12%)
Value$4.1M (-$610.7K)
Filed 2026-10-20
WBH Advisory Inc
INCREASED
Shares83,142 from 10,586
Change+72,556 (+685%)
Value$4.1M (+$3.6M)
Filed 2026-11-05
Sage Rhino Capital LLC
DECREASED
Shares80,164 from 85,407
Change-5,243 (-6%)
Value$4.0M (-$279.4K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares79,415 from 79,350
Change+65 (+0%)
Value$3.9M (-$15.0K)
Filed 2026-10-20
Central Trust Co
INCREASED
Shares78,438 from 73,720
Change+4,718 (+6%)
Value$3.9M (+$216.8K)
Filed 2026-11-05
Lakewood Asset Management LLC
INCREASED
Shares78,124 from 66,809
Change+11,315 (+17%)
Value$3.9M (+$545.3K)
Filed 2026-10-26
Prudent Investor Advisors, LLC
NEW
Shares77,377
Change+77,377
Value$3.8M
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares77,242 from 93,868
Change-16,626 (-18%)
Value$3.8M (-$845.4K)
Filed 2026-10-28
National Wealth Management Group, LLC
INCREASED
Shares74,149 from 61,789
Change+12,360 (+20%)
Value$3.7M (+$598.2K)
Filed 2026-10-26
Chesley Taft & Associates LLC
INCREASED
Shares73,465 from 68,833
Change+4,632 (+7%)
Value$3.6M (+$213.7K)
Filed 2026-10-13
Everett Harris & Co
DECREASED
Shares73,300 from 97,500
Change-24,200 (-25%)
Value$3.6M (-$1.2M)
Filed 2026-10-28
Pillar Financial Advisors, LLC
DECREASED
Shares70,358 from 70,387
Change-29 (0%)
Value$3.5M (-$17.6K)
Filed 2026-10-21
Stirlingshire Investments, Inc.
DECREASED
Shares69,870 from 74,283
Change-4,413 (-6%)
Value$3.5M (-$235.7K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares68,716 from 68,626
Change+90 (+0%)
Value$3.4M (-$11.3K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
INCREASED
Shares67,401 from 33,610
Change+33,791 (+101%)
Value$3.3M (+$1.7M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares66,658 from 26,217
Change+40,441 (+154%)
Value$3.3M (+$2.0M)
Filed 2026-10-16
Balboa Wealth Partners
NEW
Shares64,205
Change+64,205
Value$3.2M
Filed 2026-10-20
AlphaCore Capital LLC
DECREASED
Shares62,000 from 63,090
Change-1,090 (-2%)
Value$3.1M (-$68.5K)
Filed 2026-11-04
Approach Retirement Advisors, LLC
INCREASED
Shares61,896 from 57,989
Change+3,907 (+7%)
Value$3.1M (+$180.2K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares57,471 from 56,734
Change+737 (+1%)
Value$2.8M (+$23.5K)
Filed 2026-10-26
Wingate Wealth Advisors, Inc.
INCREASED
Shares57,428 from 51,963
Change+5,465 (+11%)
Value$2.8M (+$258.8K)
Filed 2026-10-26
Global Trust Asset Management, LLC
INCREASED
Shares55,850 from 54,750
Change+1,100 (+2%)
Value$2.8M (+$41.9K)
Filed 2026-10-19
Two West Capital Advisors LLC
INCREASED
Shares50,581 from 47,913
Change+2,668 (+6%)
Value$2.5M (+$125.0K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
INCREASED
Shares43,065 from 19,422
Change+23,643 (+122%)
Value$2.1M (+$1.2M)
Filed 2026-11-03
PFG Advisors
NEW
Shares42,683
Change+42,683
Value$2.1M
Filed 2026-10-16
Legacy Solutions, LLC
DECREASED
Shares42,279 from 42,661
Change-382 (-1%)
Value$2.1M (-$28.8K)
Filed 2026-10-07
Moody National Bank Trust Division
INCREASED
Shares42,217 from 41,817
Change+400 (+1%)
Value$2.1M (+$10.2K)
Filed 2026-10-06
Summitas Investment Management LLC
DECREASED
Shares41,510 from 43,655
Change-2,145 (-5%)
Value$2.1M (-$116.3K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares38,505 from 15,801
Change+22,704 (+144%)
Value$1.9M (+$1.1M)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares37,554 from 40,636
Change-3,082 (-8%)
Value$1.9M (-$162.1K)
Filed 2026-10-15
Mountain Pacific Investment Advisers LLC
DECREASED
Shares37,181 from 37,382
Change-201 (-1%)
Value$1.8M (-$18.6K)
Filed 2026-10-29
Alpine Bank Wealth Management
INCREASED
Shares36,335 from 33,024
Change+3,311 (+10%)
Value$1.8M (+$156.5K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
INCREASED
Shares34,594 from 25,040
Change+9,554 (+38%)
Value$1.7M (+$467.7K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares33,022 from 30,045
Change+2,977 (+10%)
Value$1.6M (+$140.6K)
Filed 2026-10-28
Scott & Selber, Inc.
NEW
Shares32,400
Change+32,400
Value$1.6M
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares32,068 from 28,899
Change+3,169 (+11%)
Value$1.6M (+$150.4K)
Filed 2026-11-04
MontVue Capital Management, Inc.
DECREASED
Shares31,677 from 32,553
Change-876 (-3%)
Value$1.6M (-$50.9K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares31,486 from 34,561
Change-3,075 (-9%)
Value$1.6M (-$160.3K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares31,460 from 31,460
Change0 (0%)
Value$1.6M (-$7.2K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares30,675 from 5,540
Change+25,135 (+454%)
Value$1.5M (+$1.2M)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
NEW
Shares30,343
Change+30,343
Value$1.5M
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares28,800 from 28,800
Change0 (0%)
Value$1.4M (-$6.6K)
Filed 2026-10-23
Verus Financial Partners, Inc.
INCREASED
Shares28,441 from 27,038
Change+1,403 (+5%)
Value$1.4M (+$63.3K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares28,087 from 12,022
Change+16,065 (+134%)
Value$1.4M (+$793.3K)
Filed 2026-10-08
Amicus Financial Advisors, LLC
UNCHANGED
Shares27,918 from 27,918
Change0 (0%)
Value$1.4M (-$6.4K)
Filed 2026-11-03
Kurv Investment Management LLC
INCREASED
Shares27,555 from 8,016
Change+19,539 (+244%)
Value$1.4M (+$966.3K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares27,338 from 13,931
Change+13,407 (+96%)
Value$1.4M (+$661.1K)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
DECREASED
Shares26,607 from 30,339
Change-3,732 (-12%)
Value$1.3M (-$191.9K)
Filed 2026-10-26
Ballew Advisors, Inc
UNCHANGED
Shares26,382 from 26,382
Change0 (0%)
Value$1.3M (-$5.9K)
Filed 2026-10-05
Elser Financial Planning, Inc
DECREASED
Shares25,648 from 43,641
Change-17,993 (-41%)
Value$1.3M (-$901.6K)
Filed 2026-10-16
United Advisor Group, LLC
NEW
Shares25,220
Change+25,220
Value$1.2M
Filed 2026-11-03
SP Asset Management LLC
DECREASED
Shares24,484 from 25,580
Change-1,096 (-4%)
Value$1.2M (-$60.2K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares24,317 from 24,812
Change-495 (-2%)
Value$1.2M (-$30.2K)
Filed 2026-10-26
Kings Path Partners LLC
DECREASED
Shares23,798 from 27,189
Change-3,391 (-12%)
Value$1.2M (-$174.3K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
INCREASED
Shares23,749 from 21,748
Change+2,001 (+9%)
Value$1.2M (+$94.1K)
Filed 2026-10-28
TriaGen Wealth Management LLC
DECREASED
Shares22,678 from 23,015
Change-337 (-1%)
Value$1.1M (-$22.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares22,557 from 7,180
Change+15,377 (+214%)
Value$1.1M (+$760.3K)
Filed 2026-10-20
Washington Capital Management, Inc
INCREASED
Shares22,000 from 10,000
Change+12,000 (+120%)
Value$1.1M (+$592.3K)
Filed 2026-10-19
Alkeme Wealth, LLC
INCREASED
Shares21,879 from 21,334
Change+545 (+3%)
Value$1.1M (+$22.1K)
Filed 2026-10-08
Powerhouse Assets LLC
INCREASED
Shares21,106 from 20,051
Change+1,055 (+5%)
Value$1.0M (+$47.7K)
Filed 2026-10-19
Prudent Man Investment Management, Inc.
DECREASED
Shares21,068 from 27,772
Change-6,704 (-24%)
Value$1.0M (-$340.2K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares20,922 from 20,922
Change0 (0%)
Value$1.0M (-$4.8K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares20,516 from 55,026
Change-34,510 (-63%)
Value$1.0M (-$1.7M)
Filed 2026-10-08
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares20,491 from 20,737
Change-246 (-1%)
Value$1.0M (-$17.0K)
Filed 2026-10-27
Elm3 Financial Group, LLC
INCREASED
Shares20,385 from 15,755
Change+4,630 (+29%)
Value$1.0M (+$225.8K)
Filed 2026-10-07
Avestar Capital, LLC
UNCHANGED
Shares20,100 from 20,100
Change0 (0%)
Value$996.0K (-$4.6K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares19,595
Change+19,595
Value$970.9K
Filed 2026-11-04
Family CFO Inc
INCREASED
Shares19,265 from 9,643
Change+9,622 (+100%)
Value$954.6K (+$474.6K)
Filed 2026-10-30
Pinnacle Associates LTD
INCREASED
Shares19,227 from 15,527
Change+3,700 (+24%)
Value$952.7K (+$179.8K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares19,198 from 11,591
Change+7,607 (+66%)
Value$951.3K (+$374.3K)
Filed 2026-10-28
Bank of New York Mellon Corp
NEW
Shares18,696
Change+18,696
Value$926.4K
Filed 2026-11-05
Essential Planning, Llc.
DECREASED
Shares17,929 from 18,023
Change-94 (-1%)
Value$888.4K (-$8.8K)
Filed 2026-10-21
Naples Global Advisors, LLC
UNCHANGED
Shares17,650 from 17,650
Change0 (0%)
Value$874.6K (-$4.1K)
Filed 2026-11-05
Regatta Capital Group, LLC
DECREASED
Shares17,420 from 19,938
Change-2,518 (-13%)
Value$863.2K (-$129.3K)
Filed 2026-10-23
Joseph Group Capital Management
DECREASED
Shares17,289 from 19,981
Change-2,692 (-13%)
Value$856.7K (-$138.0K)
Filed 2026-11-04
Life Planning Partners, Inc
DECREASED
Shares17,065 from 18,901
Change-1,836 (-10%)
Value$845.6K (-$95.3K)
Filed 2026-10-28
First Bank & Trust
NEW
Shares16,135
Change+16,135
Value$799.5K
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares15,956 from 19,987
Change-4,031 (-20%)
Value$790.6K (-$204.3K)
Filed 2026-10-22
Northwest Wealth Management, LLC
INCREASED
Shares15,876 from 15,599
Change+277 (+2%)
Value$786.7K (+$10.1K)
Filed 2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares15,810 from 15,810
Change0 (0%)
Value$783 (-$786.2K)
Filed 2026-10-26
CGC Financial Services, LLC
DECREASED
Shares15,478 from 16,161
Change-683 (-4%)
Value$767.0K (-$37.5K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
UNCHANGED
Shares15,467 from 15,467
Change0 (0%)
Value$766.4K (-$3.6K)
Filed 2026-10-13
ATX Financial Planning, LLC
NEW
Shares15,166
Change+15,166
Value$751.5K
Filed 2026-10-14
Keudell ison Wealth Management
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$743.3K (-$3.5K)
Filed 2026-10-16
Bulwark Capital Corp
INCREASED
Shares14,806 from 6,292
Change+8,514 (+135%)
Value$733.6K (+$420.4K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares14,598 from 14,326
Change+272 (+2%)
Value$723.3K (+$10.2K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
NEW
Shares14,219
Change+14,219
Value$704.6K
Filed 2026-10-27
Compass Financial Group, Inc
DECREASED
Shares14,172 from 14,295
Change-123 (-1%)
Value$702.2K (-$9.4K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares13,932 from 13,210
Change+722 (+5%)
Value$690.3K (+$32.7K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED
Shares13,803 from 8,663
Change+5,140 (+59%)
Value$683.9K (+$252.7K)
Filed 2026-10-26
First Premier Bank
INCREASED
Shares13,695 from 10,909
Change+2,786 (+26%)
Value$679 (+$136)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED
Shares13,507 from 24,276
Change-10,769 (-44%)
Value$669.3K (-$539.2K)
Filed 2026-10-09
Valpey Financial Services, LLC
DECREASED
Shares13,328 from 15,855
Change-2,527 (-16%)
Value$660.4K (-$128.9K)
Filed 2026-10-30
Jacobi Capital Management LLC
UNCHANGED
Shares13,260 from 13,260
Change0 (0%)
Value$657.0K (-$3.1K)
Filed 2026-11-05
Infinity Wealth Counsel, LLC
DECREASED
Shares13,231 from 13,507
Change-276 (-2%)
Value$655.6K (-$16.8K)
Filed 2026-10-15
Lexington Hill Partners, LLC
NEW
Shares13,197
Change+13,197
Value$653.9K
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares12,764 from 21,137
Change-8,373 (-40%)
Value$632.5K (-$419.7K)
Filed 2026-10-30
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares12,476 from 12,476
Change0 (0%)
Value$618.2K (-$2.9K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares12,405 from 31,795
Change-19,390 (-61%)
Value$614.7K (-$968.1K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares12,171 from 9,734
Change+2,437 (+25%)
Value$603 (-$484.4K)
Filed 2026-10-26
Old Peak Finance LLC
DECREASED
Shares11,887 from 11,892
Change-5 (0%)
Value$589.0K (-$3.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares11,799 from 11,761
Change+38 (+0%)
Value$584.7K (-$811)
Filed 2026-10-30
Gradient Capital Advisors, LLC
DECREASED
Shares11,051 from 11,131
Change-80 (-1%)
Value$547.6K (-$6.5K)
Filed 2026-10-21
Mainsail Asset Management, LLC
INCREASED
Shares10,825 from 10,757
Change+68 (+1%)
Value$535.2K (+$662)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares10,693 from 448
Change+10,245 (+2287%)
Value$529.8K (+$507.5K)
Filed 2026-10-16
Joel Adams & Associates, Inc.
DECREASED
Shares10,549 from 10,815
Change-266 (-2%)
Value$522.7K (-$15.7K)
Filed 2026-11-02
Hager Investment Management Services, LLC
UNCHANGED
Shares10,453 from 10,453
Change0 (0%)
Value$517.9K (-$2.4K)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares10,392 from 6,817
Change+3,575 (+52%)
Value$514.9K (+$175.6K)
Filed 2026-10-23
Echo45 Advisors LLC
NEW
Shares10,359
Change+10,359
Value$513.3K
Filed 2026-10-07
Midwest Trust Co
UNCHANGED
Shares10,054 from 10,054
Change0 (0%)
Value$498.2K (-$2.3K)
Filed 2026-10-22
New Hampshire Trust
UNCHANGED
Shares10,054 from 10,054
Change0 (0%)
Value$498.2K (-$2.3K)
Filed 2026-10-20
Burton Enright Welch
INCREASED
Shares10,015 from 8,475
Change+1,540 (+18%)
Value$496.2K (+$74.3K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares9,932 from 7,260
Change+2,672 (+37%)
Value$492.1K (+$130.7K)
Filed 2026-10-21
Howard Wealth Management, LLC
INCREASED
Shares9,864 from 9,040
Change+824 (+9%)
Value$488.8K (+$38.8K)
Filed 2026-10-28
Wesbanco Bank Inc
UNCHANGED
Shares9,749 from 9,749
Change0 (0%)
Value$483.1K (-$2.2K)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares9,640 from 9,567
Change+73 (+1%)
Value$477.7K (+$1.4K)
Filed 2026-10-19
Ballentine Capital Advisors, Inc
DECREASED
Shares9,606 from 10,535
Change-929 (-9%)
Value$476.0K (-$48.5K)
Filed 2026-10-14
CWA Asset Management Group, LLC
INCREASED
Shares9,403 from 7,000
Change+2,403 (+34%)
Value$465.9K (+$117.5K)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
INCREASED
Shares9,297 from 9,240
Change+57 (+1%)
Value$460.7K (+$666)
Filed 2026-11-05
Pacific Center for Financial Services
DECREASED
Shares9,177 from 1,222,387
Change-1,213,210 (-99%)
Value$454.7K (-$60.4M)
Filed 2026-10-15
Partnership Wealth Management, LLC
UNCHANGED
Shares9,038 from 9,038
Change0 (0%)
Value$447.8K (-$2.1K)
Filed 2026-10-05
Sard Wealth Management Group, LLC
INCREASED
Shares8,720 from 7,474
Change+1,246 (+17%)
Value$432.1K (+$60.0K)
Filed 2026-10-16
Argos Wealth Advisors, LLC
INCREASED
Shares8,471 from 6,860
Change+1,611 (+23%)
Value$419.7K (+$78.2K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
DECREASED
Shares8,382 from 10,494
Change-2,112 (-20%)
Value$415.3K (-$107.1K)
Filed 2026-11-04
Allied Investment Advisors, LLC
NEW
Shares8,003
Change+8,003
Value$396.5K
Filed 2026-10-13
Allen Investment Management, LLC
INCREASED
Shares7,807 from 4,488
Change+3,319 (+74%)
Value$386.8K (+$163.4K)
Filed 2026-11-03
Index Fund Advisors, Inc.
DECREASED
Shares7,629 from 12,934
Change-5,305 (-41%)
Value$378.0K (-$265.8K)
Filed 2026-11-05
Castleview Partners, LLC
INCREASED
Shares7,575 from 7,449
Change+126 (+2%)
Value$375.3K (+$4.5K)
Filed 2026-10-09
Odyssey Capital Advisors, Inc.
INCREASED
Shares7,562 from 6,765
Change+797 (+12%)
Value$374.7K (+$37.9K)
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares7,535 from 7,482
Change+53 (+1%)
Value$373.4K (+$900)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares7,526 from 9,351
Change-1,825 (-20%)
Value$372.9K (-$92.6K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares7,492 from 12,882
Change-5,390 (-42%)
Value$371.2K (-$270.0K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED
Shares7,348 from 7,270
Change+78 (+1%)
Value$364.1K (+$2.1K)
Filed 2026-11-03
Greenhouse Wealth Management, LLC
NEW
Shares7,024
Change+7,024
Value$348.0K
Filed 2026-10-20
SYM Financial Corp
NEW
Shares7,000
Change+7,000
Value$346.9K
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares6,963
Change+6,963
Value$345.0K
Filed 2026-11-03
Thompson Davis & Co., Inc.
UNCHANGED
Shares6,873 from 6,873
Change0 (0%)
Value$340.6K (-$1.6K)
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares6,831 from 6,874
Change-43 (-1%)
Value$338.0K (-$4.2K)
Filed 2026-10-13
Bath Savings Trust Co
UNCHANGED
Shares6,798 from 6,798
Change0 (0%)
Value$336.8K (-$1.6K)
Filed 2026-10-07
Culbertson A N & Co Inc
DECREASED
Shares6,630 from 7,100
Change-470 (-7%)
Value$328.5K (-$24.9K)
Filed 2026-10-21
Essex LLC
NEW
Shares6,547
Change+6,547
Value$324.4K
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares6,512 from 5,915
Change+597 (+10%)
Value$322.7K (+$28.2K)
Filed 2026-10-22
Mezzasalma Advisors, LLC
DECREASED
Shares6,353 from 6,852
Change-499 (-7%)
Value$314.8K (-$26.3K)
Filed 2026-10-14
Cutler Investment Counsel LLC
UNCHANGED
Shares6,266 from 6,266
Change0 (0%)
Value$310.5K (-$1.4K)
Filed 2026-10-28
OceanIQ Capital, LLC
DECREASED
Shares6,200 from 6,600
Change-400 (-6%)
Value$306.7K (-$21.1K)
Filed 2026-10-19
Integrity Alliance, Llc.
INCREASED
Shares6,135 from 5,895
Change+240 (+4%)
Value$304.0K (+$10.5K)
Filed 2026-10-29
Willis Investment Counsel
NEW
Shares6,040
Change+6,040
Value$299.3K
Filed 2026-10-20
25 LLC
DECREASED
Shares5,945 from 5,964
Change-19 (0%)
Value$294.6K (-$2.4K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$289.9K (-$1.3K)
Filed 2026-10-21
Accurate Wealth Management, LLC
NEW
Shares5,775
Change+5,775
Value$285.7K
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares5,641 from 5,385
Change+256 (+5%)
Value$279.5K (+$11.4K)
Filed 2026-11-04
Roberts Wealth Advisors, LLC
DECREASED
Shares5,620 from 17,168
Change-11,548 (-67%)
Value$278.5K (-$576.1K)
Filed 2026-10-14
Successful Portfolios LLC
INCREASED
Shares5,501 from 5,301
Change+200 (+4%)
Value$271.9K (+$8.7K)
Filed 2026-10-09
Baker Ellis Asset Management LLC
INCREASED
Shares5,500 from 4,500
Change+1,000 (+22%)
Value$272.5K (+$48.5K)
Filed 2026-10-14
180 Wealth Advisors, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$272.5K (-$1.3K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares5,488 from 5,447
Change+41 (+1%)
Value$271.9K (+$783)
Filed 2026-10-01
Inspirion Wealth Advisors, LLC
INCREASED
Shares5,454 from 5,396
Change+58 (+1%)
Value$270.2K (+$2.6K)
Filed 2026-10-09
GSG Advisors LLC
INCREASED
Shares5,392 from 4,689
Change+703 (+15%)
Value$267.2K (+$33.8K)
Filed 2026-11-03
BAR Harbor Wealth Management
NEW
Shares5,250
Change+5,250
Value$260.1K
Filed 2026-10-21
Objective Capital Management, LLC
NEW
Shares5,200
Change+5,200
Value$257.7K
Filed 2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED
Shares5,174 from 4,442
Change+732 (+16%)
Value$256.4K (+$35.2K)
Filed 2026-10-08
Corundum Group, Inc.
UNCHANGED
Shares5,069 from 5,069
Change0 (0%)
Value$251.2K (-$1.2K)
Filed 2026-10-28
Aegis Wealth Management, Inc.
DECREASED
Shares5,049 from 5,524
Change-475 (-9%)
Value$250.2K (-$24.8K)
Filed 2026-10-26
Busey Bank
INCREASED
Shares4,936 from 4,853
Change+83 (+2%)
Value$244.6K (+$3.0K)
Filed 2026-10-26
New Capital Management LP
DECREASED
Shares4,853 from 6,323
Change-1,470 (-23%)
Value$240.5K (-$74.3K)
Filed 2026-10-29
SJS Investment Consulting Inc.
DECREASED
Shares4,658 from 4,713
Change-55 (-1%)
Value$230.8K (-$3.8K)
Filed 2026-10-26
Hopwood Financial Services, Inc.
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$227.9K (-$1.1K)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED
Shares4,532 from 4,932
Change-400 (-8%)
Value$225 (-$245.8K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares4,501 from 4,505
Change-4 (0%)
Value$223.0K (-$1.2K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares4,492 from 4,326
Change+166 (+4%)
Value$222.3K (+$7.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares4,492 from 4,326
Change+166 (+4%)
Value$222.3K (+$7.3K)
Filed 2026-10-20
Sowell Financial Services LLC
NEW
Shares4,395
Change+4,395
Value$217.8K
Filed 2026-10-23
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$208.1K (-$966)
Filed 2026-10-09
Financial Perspectives, Inc
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$200.3K (-$930)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares3,452 from 1,385
Change+2,067 (+149%)
Value$171.0K (+$102.1K)
Filed 2026-10-26
North Star Investment Management Corp.
DECREASED
Shares3,386 from 7,972
Change-4,586 (-58%)
Value$167.8K (-$229.1K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares3,123 from 5,437
Change-2,314 (-43%)
Value$154.8K (-$115.9K)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares3,083 from 3,133
Change-50 (-2%)
Value$152.8K (-$3.2K)
Filed 2026-10-05
Lodestone Wealth Management LLC
NEW
Shares2,960
Change+2,960
Value$146.7K
Filed 2026-10-14
Signaturefd, LLC
DECREASED
Shares2,897 from 3,982
Change-1,085 (-27%)
Value$143.5K (-$54.7K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares2,852 from 2,852
Change0 (0%)
Value$141.3K (-$656)
Filed 2026-10-05
Blume Capital Management, Inc.
UNCHANGED
Shares2,819 from 2,819
Change0 (0%)
Value$139.7K (-$648)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares2,380 from 1,428
Change+952 (+67%)
Value$117.9K (+$46.8K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares2,245 from 2,232
Change+13 (+1%)
Value$111.3K (+$135)
Filed 2026-11-02
Financial Management Professionals, Inc.
UNCHANGED
Shares1,795 from 1,795
Change0 (0%)
Value$88.9K (-$413)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares1,752 from 1,676
Change+76 (+5%)
Value$86.8K (+$3.4K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$84.9K (-$394)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares1,597 from 9,687
Change-8,090 (-84%)
Value$79.1K (-$403.1K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares1,528 from 1,512
Change+16 (+1%)
Value$75.7K (+$447)
Filed 2026-10-07
Frankly Finances, LLC
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$75.2K (-$349)
Filed 2026-10-28
Bank of New Hampshire
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$51.2K (-$238)
Filed 2026-10-06
Montag A & Associates Inc
DECREASED
Shares917 from 1,005
Change-88 (-9%)
Value$45.4K (-$4.6K)
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$36.9K (-$171)
Filed 2026-11-05
Entrust Financial LLC
NEW
Shares700
Change+700
Value$34.7K
Filed 2026-11-04
Olistico Wealth, LLC
INCREASED
Shares696 from 413
Change+283 (+69%)
Value$34.5K (+$13.9K)
Filed 2026-10-05
Acumen Wealth Advisors, LLC
NEW
Shares683
Change+683
Value$33.9K
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$25.7K (-$119)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$24.8K (-$115)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares485 from 647
Change-162 (-25%)
Value$24.0K (-$8.2K)
Filed 2026-10-27
LAM Group, Inc.
INCREASED
Shares460 from 446
Change+14 (+3%)
Value$22.8K (+$582)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$20.3K (-$94)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.8K (-$92)
Filed 2026-10-30
Highline Wealth Partners LLC
NEW
Shares300
Change+300
Value$14.9K
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
NEW
Shares250
Change+250
Value$12
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$12.2K (-$57)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares202 from 362
Change-160 (-44%)
Value$10.0K (-$7.9K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares185
Change+185
Value$9.1K
Filed 2026-10-29
Mather Group, Llc.
NEW
Shares167
Change+167
Value$8.3K
Filed 2026-10-14
Strengthening Families & Communities, LLC
INCREASED
Shares162 from 161
Change+1 (+1%)
Value$8.0K (+$19)
Filed 2026-10-21
Buck Wealth Strategies, LLC
NEW
Shares159
Change+159
Value$7.9K
Filed 2026-10-28
Carnegie Lake Advisors LLC
DECREASED
Shares150 from 14,699
Change-14,549 (-99%)
Value$768.0K (+$36.3K)
Filed 2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6.9K (-$32)
Filed 2026-10-27
Independence Bank of Kentucky
NEW
Shares95
Change+95
Value$4.7K
Filed 2026-10-26
Key Capital Management, Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.5K (-$20)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares81
Change+81
Value$4.0K
Filed 2026-10-23
Hughes Financial Services, LLC
NEW
Shares74
Change+74
Value$3.7K
Filed 2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.1K (-$14)
Filed 2026-10-09
CoreCap Advisors, LLC
NEW
Shares49
Change+49
Value$2.4K
Filed 2026-10-08
Archer Investment Corp
NEW
Shares42
Change+42
Value$2.1K
Filed 2026-11-05
Walker Financial Services, Inc.
CLOSED
Shares0 from 77,753
Change-77,753 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-26
Equity Investment Corp
CLOSED
Shares0 from 42,938
Change-42,938 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 35,531
Change-35,531 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-20
Central Valley Advisors, LLC
CLOSED
Shares0 from 10,929
Change-10,929 (-100%)
Value$0 (-$544.0K)
Filed 2026-10-27
Willis Johnson Wealth, Inc.
CLOSED
Shares0 from 6,042
Change-6,042 (-100%)
Value$0 (-$300.8K)
Filed 2026-11-03
Choreo, LLC
CLOSED
Shares0 from 5,845
Change-5,845 (-100%)
Value$0 (-$291.0K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
CLOSED
Shares0 from 5,674
Change-5,674 (-100%)
Value$0 (-$282.5K)
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
CLOSED
Shares0 from 5,600
Change-5,600 (-100%)
Value$0 (-$278.8K)
Filed 2026-10-28
Prospera Financial Services Inc
CLOSED
Shares0 from 5,600
Change-5,600 (-100%)
Value$0 (-$278.8K)
Filed 2026-11-04
Capital Square, LLC
CLOSED
Shares0 from 5,145
Change-5,145 (-100%)
Value$0 (-$255.5K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,371
Change-4,371 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-16
Convergence Financial, LLC
CLOSED
Shares0 from 4,160
Change-4,160 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-27
GFS Advisors, LLC
CLOSED
Shares0 from 3,220
Change-3,220 (-100%)
Value$0 (-$678.5K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 2,139
Change-2,139 (-100%)
Value$0 (-$106.5K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,972
Change-1,972 (-100%)
Value$0 (-$98.2K)
Filed 2026-10-15
Cullen T Bankers, Inc.
CLOSED
Shares0 from 814
Change-814 (-100%)
Value$0 (-$40.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$27.5K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-28
Oakworth Capital, Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
JPMorgan Chase & Co
N/A
Shares— from 24,774,687
Change-24,774,687 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 4,125,497
Change-4,125,497 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,678,347
Change-3,678,347 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,244,743
Change-3,244,743 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 3,112,942
Change-3,112,942 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,625,517
Change-2,625,517 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,976,448
Change-1,976,448 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,437,741
Change-1,437,741 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 987,814
Change-987,814 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 917,885
Change-917,885 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 857,265
Change-857,265 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 651,243
Change-651,243 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 622,737
Change-622,737 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 595,055
Change-595,055 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 491,335
Change-491,335 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 483,625
Change-483,625 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 467,995
Change-467,995 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 461,108
Change-461,108 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 443,065
Change-443,065 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 398,105
Change-398,105 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 394,208
Change-394,208 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 390,993
Change-390,993 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 381,045
Change-381,045 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 306,950
Change-306,950 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 271,284
Change-271,284 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 270,624
Change-270,624 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 267,282
Change-267,282 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 261,833
Change-261,833 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 236,587
Change-236,587 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 220,176
Change-220,176 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 219,320
Change-219,320 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 199,993
Change-199,993 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 188,323
Change-188,323 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 181,284
Change-181,284 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 177,091
Change-177,091 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 161,976
Change-161,976 (-100%)
Value—
Blair William & Co
N/A
Shares— from 158,180
Change-158,180 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 155,431
Change-155,431 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 151,286
Change-151,286 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 142,830
Change-142,830 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 140,948
Change-140,948 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 122,424
Change-122,424 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 120,152
Change-120,152 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 117,705
Change-117,705 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 117,316
Change-117,316 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 115,752
Change-115,752 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 112,462
Change-112,462 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 110,161
Change-110,161 (-100%)
Value—
UBS Group AG
N/A
Shares— from 104,109
Change-104,109 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 103,799
Change-103,799 (-100%)
Value—
Zazove Associates LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 99,319
Change-99,319 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 98,379
Change-98,379 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 97,707
Change-97,707 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 95,600
Change-95,600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 90,807
Change-90,807 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 89,566
Change-89,566 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 86,031
Change-86,031 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 78,876
Change-78,876 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 77,866
Change-77,866 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 74,836
Change-74,836 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 74,765
Change-74,765 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 74,485
Change-74,485 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 66,007
Change-66,007 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 62,610
Change-62,610 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 61,842
Change-61,842 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 59,335
Change-59,335 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 58,921
Change-58,921 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 57,654
Change-57,654 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 57,176
Change-57,176 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 56,554
Change-56,554 (-100%)
Value—
Betterment LLC
N/A
Shares— from 55,714
Change-55,714 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 55,216
Change-55,216 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 54,561
Change-54,561 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 51,645
Change-51,645 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 50,227
Change-50,227 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 49,070
Change-49,070 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 47,602
Change-47,602 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 45,831
Change-45,831 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 45,633
Change-45,633 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 44,659
Change-44,659 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 43,776
Change-43,776 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 42,751
Change-42,751 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 41,398
Change-41,398 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 41,146
Change-41,146 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 40,967
Change-40,967 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 39,852
Change-39,852 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 39,613
Change-39,613 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 38,750
Change-38,750 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 38,726
Change-38,726 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 36,251
Change-36,251 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 36,131
Change-36,131 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 34,035
Change-34,035 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,987
Change-31,987 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 31,744
Change-31,744 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,066
Change-31,066 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,378
Change-29,378 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,990
Change-28,990 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 28,100
Change-28,100 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 28,038
Change-28,038 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 27,434
Change-27,434 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 27,110
Change-27,110 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 26,923
Change-26,923 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 26,835
Change-26,835 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,014
Change-26,014 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 25,242
Change-25,242 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,694
Change-24,694 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 23,982
Change-23,982 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,183
Change-23,183 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 22,007
Change-22,007 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 21,875
Change-21,875 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,824
Change-21,824 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 21,345
Change-21,345 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,130
Change-21,130 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 21,126
Change-21,126 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 20,991
Change-20,991 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,880
Change-19,880 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 19,620
Change-19,620 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 19,212
Change-19,212 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 16,805
Change-16,805 (-100%)
Value—
Stephens Inc
N/A
Shares— from 16,534
Change-16,534 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 16,274
Change-16,274 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,123
Change-16,123 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 15,122
Change-15,122 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 13,452
Change-13,452 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 13,403
Change-13,403 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 11,852
Change-11,852 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,209
Change-11,209 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,829
Change-7,829 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 6,634
Change-6,634 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,036
Change-6,036 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 4,938
Change-4,938 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 894
Change-894 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 857
Change-857 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 739
Change-739 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 613
Change-613 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 509
Change-509 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 350
Change-350 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 61
Change-61 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Adventist Health System Sunbelt Healthcare Corp
DECREASED3,211,0843,713,491-502,407-14%$184.9M$159.1M-$25.7M2026-11-02
Avion Wealth
INCREASED1,734,8761,498,238+236,638+16%$74.6M$86.0K-$74.5M2026-11-04
Blue Trust, Inc.
INCREASED1,675,0781,558,474+116,604+7%$77.6M$83.0M+$5.4M2026-10-15
Angeles Investment Advisors, LLC
NEW1,499,700—+1,499,700——$74.3M—2026-10-22
HUB Investment Partners, LLC
NEW880,462—+880,462——$43.6M—2026-11-03
Dmkc Advisory Services, LLC
DECREASED655,984817,806-161,822-20%$40.7M$32.5M-$8.2M2026-11-04
55 North Private Wealth, LLC
INCREASED655,481646,795+8,686+1%$32.2M$32.5M+$281.6K2026-10-20
Commonwealth Equity Services, LLC
DECREASED612,188673,738-61,550-9%$33.5M$30.3M-$3.2M2026-11-02
Fonville Wealth Management LLC
INCREASED537,228509,593+27,635+5%$25.4M$26.6M+$1.3M2026-10-28
Fortitude Advisory Group L.L.C.
DECREASED533,344536,537-3,193-1%$26.7M$26.4M-$281.6K2026-10-15
Alpha Omega Wealth Management LLC
INCREASED504,540479,829+24,711+5%$23.9M$25.0M+$1.1M2026-10-23
Warwick Investment Management, Inc.
INCREASED488,250462,039+26,211+6%$23.0M$24.2M+$1.2M2026-10-19
Spectrum Asset Management, Inc. (NB )
DECREASED471,176487,873-16,697-3%$24.3M$23.3M-$939.5K2026-10-19
Tradewinds Capital Management, LLC
INCREASED436,0624,823+431,239+8941%$240.1K$21.6M+$21.4M2026-10-23
Chicago Partners Investment Group LLC
INCREASED431,179389,449+41,730+11%$19.3M$21.4M+$2.0M2026-10-27
Global Wealth Management, LLC
DECREASED430,257450,535-20,278-4%$22.4M$21.3M-$1.1M2026-10-15
Nkcfo LLC
UNCHANGED415,500415,50000%$20.7M$20.6K-$20.7M2026-11-04
Capital Advantage, Inc.
INCREASED414,206412,453+1,753+0%$20.5M$20.5M-$8.0K2026-10-14
Coyle Financial Counsel LLC
INCREASED401,478378,923+22,555+6%$18.9M$19.9M+$1.0M2026-10-28
Titleist Asset Management, LLC
DECREASED392,501412,804-20,303-5%$20.5M$19.4M-$1.1M2026-10-08
Kestra Advisory Services, LLC
INCREASED392,061314,954+77,107+24%$15.7M$19.4M+$3.7M2026-11-02
M Holdings Securities, Inc.
INCREASED378,754363,073+15,681+4%$18.1M$18.7K-$18.1M2026-11-03
McClarren Financial Advisors, Inc.
INCREASED375,889330,616+45,273+14%$16.5M$18.6M+$2.2M2026-10-15
Eagle Capital Management, LLC
DECREASED370,356375,569-5,213-1%$18.7K$18.4K-$3452026-10-19
David Kennon Inc
INCREASED355,522354,232+1,290+0%$17.6M$17.6M-$17.6K2026-10-13
Eclectic Associates Inc
DECREASED328,018391,076-63,058-16%$19.5M$16.3M-$3.2M2026-10-09
Calder Financial LLC
DECREASED319,361320,831-1,4700%$16.0M$15.8M-$146.6K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED317,333331,292-13,959-4%$16.5M$15.7M-$767.9K2026-11-02
Kitching Partners, LLC
INCREASED309,698246,697+63,001+26%$12.3M$15.3M+$3.1M2026-11-02
BlueChip Wealth Advisors LLC
INCREASED298,361284,062+14,299+5%$14.1M$14.8M+$643.2K2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED296,546272,316+24,230+9%$13.6M$14.7M+$1.1M2026-11-05
Hartline Investment Corp/
NEW293,630—+293,630——$14.5M—2026-10-29
Founders Grove Wealth Partners, LLC
INCREASED290,369287,484+2,885+1%$14.3M$14.4M+$76.8K2026-10-16
Finivi Inc.
INCREASED274,94722,234+252,713+1137%$1.1M$13.6M+$12.5M2026-10-13
Evanson Financial, LLC
INCREASED246,067136,854+109,213+80%$6.8M$12.2M+$5.4M2026-10-23
Colony Family Offices, LLC
DECREASED217,544257,677-40,133-16%$12.8M$10.8M-$2.0M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED217,517181,986+35,531+20%$9.1M$10.8K-$9.0M2026-11-02
Schulz Wealth, Ltd.
INCREASED209,831174,683+35,148+20%$8.7M$10.4M+$1.7M2026-11-03
CWC Advisors, Llc.
DECREASED187,160237,265-50,105-21%$11.8M$9.3M-$2.5M2026-10-15
SpringVest Wealth Management LLC
DECREASED168,639178,099-9,460-5%$8.9M$8.4M-$509.7K2026-10-27
Leeward Financial Partners, LLC
INCREASED163,780105,776+58,004+55%$5.3M$8.1M+$2.8M2026-10-23
Apella Capital, LLC
INCREASED155,785154,909+876+1%$7.7M$7.7M+$20.1K2026-10-08
Avior Wealth Management, LLC
INCREASED151,95534,678+117,277+338%$1.7M$7.5M+$5.8M2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED149,956182,577-32,621-18%$9.1M$7.4M-$1.6M2026-10-13
Harpswell Capital Advisors, LLC
INCREASED148,864129,713+19,151+15%$6.5M$7.4M+$919.1K2026-10-09
DeLarme Wealth Management, Inc.
INCREASED146,775139,499+7,276+5%$6.9M$7.3M+$328.5K2026-10-30
Optima Capital LLC
INCREASED146,249103,054+43,195+42%$5.1M$7.2M+$2.1M2026-10-29
Sky Investment Group LLC
NEW141,263—+141,263——$7.0M—2026-10-30
Root Financial Partners, LLC
INCREASED140,43494,101+46,333+49%$4.7M$7.0M+$2.3M2026-10-21
Spectrum Planning & Advisory Services Inc.
DECREASED139,041179,021-39,980-22%$8.9M$6.9M-$2.0M2026-11-05
Nvwm, LLC
DECREASED122,430135,343-12,913-10%$6.7M$6.1M-$670.9K2026-10-14
Vise Technologies, Inc.
INCREASED120,81392,461+28,352+31%$4.6M$6.0M+$1.4M2026-10-29
Founders Financial Securities LLC
DECREASED118,204118,507-3030%$5.9M$5.9M-$42.3K2026-10-28
Beaumont Asset Management, L.L.C.
DECREASED117,305132,982-15,677-12%$6.6M$5.8M-$807.4K2026-10-16
Greenspring Advisors, LLC
INCREASED110,76698,092+12,674+13%$4.9M$5.5M+$605.4K2026-11-05
Fischer Financial Services, Inc.
INCREASED110,070108,520+1,550+1%$5.4M$5.5M+$51.8K2026-10-30
Verus Capital Partners, LLC
DECREASED109,754112,822-3,068-3%$5.6M$5.4M-$178.0K2026-11-03
Focus Financial Network, Inc.
INCREASED109,030101,915+7,115+7%$5.1M$5.4M+$329.1K2026-10-14
Aspiriant, LLC
DECREASED104,292115,081-10,789-9%$5.7M$5.2M-$561.1K2026-10-16
Clear Creek Financial Management, LLC
DECREASED102,776105,720-2,944-3%$5.3M$5.1M-$170.2K2026-10-28
Creative Planning
INCREASED98,31464,214+34,100+53%$3.2M$4.9M+$1.7M2026-11-02
Salem Investment Counselors Inc
INCREASED97,44496,406+1,038+1%$4.8M$4.8M+$29.3K2026-10-13
Enclave Advisors LLC
INCREASED95,05191,082+3,969+4%$4.5M$4.7M+$175.7K2026-10-14
Mustard Seed Financial, LLC
DECREASED93,32793,526-1990%$4.7M$4.6M-$31.4K2026-10-30
Capital Investment Services of America, Inc.
DECREASED93,31093,980-670-1%$4.7M$4.6M-$54.8K2026-11-02
Florida Trust Wealth Management Co
INCREASED92,13566,687+25,448+38%$3.3M$4.6M+$1.2M2026-11-05
Lebenthal Global Advisors, LLC
DECREASED92,056141,174-49,118-35%$7.0M$4.6M-$2.5M2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED91,90090,672+1,228+1%$4.5M$4.6M+$40.0K2026-11-02
Truist Financial Corp
INCREASED91,22328,143+63,080+224%$1.4M$4.5M+$3.1M2026-10-30
Hikari Power Ltd
UNCHANGED90,62090,62000%$4.5M$4.5K-$4.5M2026-10-30
CWS Financial Advisors, LLC
INCREASED89,50277,985+11,517+15%$3.9M$4.4M+$552.7K2026-10-16
Capital Investment Advisors, LLC
NEW88,825—+88,825——$4.4M—2026-10-22
Chatham Capital Group, Inc.
INCREASED86,40581,255+5,150+6%$4.0M$4.3M+$236.5K2026-10-16
Paragon Private Wealth Management, LLC
DECREASED83,60895,489-11,881-12%$4.8M$4.1M-$610.7K2026-10-20
WBH Advisory Inc
INCREASED83,14210,586+72,556+685%$527.0K$4.1M+$3.6M2026-11-05
Sage Rhino Capital LLC
DECREASED80,16485,407-5,243-6%$4.3M$4.0M-$279.4K2026-10-28
Kathmere Capital Management, LLC
INCREASED79,41579,350+65+0%$4.0M$3.9M-$15.0K2026-10-20
Central Trust Co
INCREASED78,43873,720+4,718+6%$3.7M$3.9M+$216.8K2026-11-05
Lakewood Asset Management LLC
INCREASED78,12466,809+11,315+17%$3.3M$3.9M+$545.3K2026-10-26
Prudent Investor Advisors, LLC
NEW77,377—+77,377——$3.8M—2026-10-22
Modera Wealth Management, LLC
DECREASED77,24293,868-16,626-18%$4.7M$3.8M-$845.4K2026-10-28
National Wealth Management Group, LLC
INCREASED74,14961,789+12,360+20%$3.1M$3.7M+$598.2K2026-10-26
Chesley Taft & Associates LLC
INCREASED73,46568,833+4,632+7%$3.4M$3.6M+$213.7K2026-10-13
Everett Harris & Co
DECREASED73,30097,500-24,200-25%$4.9M$3.6M-$1.2M2026-10-28
Pillar Financial Advisors, LLC
DECREASED70,35870,387-290%$3.5M$3.5M-$17.6K2026-10-21
Stirlingshire Investments, Inc.
DECREASED69,87074,283-4,413-6%$3.7M$3.5M-$235.7K2026-11-05
XY Planning Network, Inc.
INCREASED68,71668,626+90+0%$3.4M$3.4M-$11.3K2026-10-14
Daymark Wealth Partners, LLC
INCREASED67,40133,610+33,791+101%$1.7M$3.3M+$1.7M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED66,65826,217+40,441+154%$1.3M$3.3M+$2.0M2026-10-16
Balboa Wealth Partners
NEW64,205—+64,205——$3.2M—2026-10-20
AlphaCore Capital LLC
DECREASED62,00063,090-1,090-2%$3.1M$3.1M-$68.5K2026-11-04
Approach Retirement Advisors, LLC
INCREASED61,89657,989+3,907+7%$2.9M$3.1M+$180.2K2026-10-22
Oppenheimer & Co Inc
INCREASED57,47156,734+737+1%$2.8M$2.8M+$23.5K2026-10-26
Wingate Wealth Advisors, Inc.
INCREASED57,42851,963+5,465+11%$2.6M$2.8M+$258.8K2026-10-26
Global Trust Asset Management, LLC
INCREASED55,85054,750+1,100+2%$2.7M$2.8M+$41.9K2026-10-19
Two West Capital Advisors LLC
INCREASED50,58147,913+2,668+6%$2.4M$2.5M+$125.0K2026-10-15
Cypress Point Wealth Management, LLC
INCREASED43,06519,422+23,643+122%$966.8K$2.1M+$1.2M2026-11-03
PFG Advisors
NEW42,683—+42,683——$2.1M—2026-10-16
Legacy Solutions, LLC
DECREASED42,27942,661-382-1%$2.1M$2.1M-$28.8K2026-10-07
Moody National Bank Trust Division
INCREASED42,21741,817+400+1%$2.1M$2.1M+$10.2K2026-10-06
Summitas Investment Management LLC
DECREASED41,51043,655-2,145-5%$2.2M$2.1M-$116.3K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED38,50515,801+22,704+144%$786.6K$1.9M+$1.1M2026-10-21
HBW Advisory Services LLC
DECREASED37,55440,636-3,082-8%$2.0M$1.9M-$162.1K2026-10-15
Mountain Pacific Investment Advisers LLC
DECREASED37,18137,382-201-1%$1.9M$1.8M-$18.6K2026-10-29
Alpine Bank Wealth Management
INCREASED36,33533,024+3,311+10%$1.6M$1.8M+$156.5K2026-10-16
Patriot Investment Management Group, Inc.
INCREASED34,59425,040+9,554+38%$1.2M$1.7M+$467.7K2026-10-15
D.A. Davidson & Co.
INCREASED33,02230,045+2,977+10%$1.5M$1.6M+$140.6K2026-10-28
Scott & Selber, Inc.
NEW32,400—+32,400——$1.6M—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED32,06828,899+3,169+11%$1.4M$1.6M+$150.4K2026-11-04
MontVue Capital Management, Inc.
DECREASED31,67732,553-876-3%$1.6M$1.6M-$50.9K2026-10-19
HB Wealth Management, LLC
DECREASED31,48634,561-3,075-9%$1.7M$1.6M-$160.3K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED31,46031,46000%$1.6M$1.6M-$7.2K2026-10-23
Magnus Financial Group LLC
INCREASED30,6755,540+25,135+454%$275.8K$1.5M+$1.2M2026-10-21
Kingswood Wealth Advisors, LLC
NEW30,343—+30,343——$1.5M—2026-10-23
Beese Fulmer Investment Management, Inc.
UNCHANGED28,80028,80000%$1.4M$1.4M-$6.6K2026-10-23
Verus Financial Partners, Inc.
INCREASED28,44127,038+1,403+5%$1.3M$1.4M+$63.3K2026-10-29
Farther Finance Advisors, LLC
INCREASED28,08712,022+16,065+134%$598.4K$1.4M+$793.3K2026-10-08
Amicus Financial Advisors, LLC
UNCHANGED27,91827,91800%$1.4M$1.4M-$6.4K2026-11-03
Kurv Investment Management LLC
INCREASED27,5558,016+19,539+244%$399.0K$1.4M+$966.3K2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED27,33813,931+13,407+96%$693.5K$1.4M+$661.1K2026-10-22
Willow Creek Wealth Management Inc.
DECREASED26,60730,339-3,732-12%$1.5M$1.3M-$191.9K2026-10-26
Ballew Advisors, Inc
UNCHANGED26,38226,38200%$1.3M$1.3M-$5.9K2026-10-05
Elser Financial Planning, Inc
DECREASED25,64843,641-17,993-41%$2.2M$1.3M-$901.6K2026-10-16
United Advisor Group, LLC
NEW25,220—+25,220——$1.2M—2026-11-03
SP Asset Management LLC
DECREASED24,48425,580-1,096-4%$1.3M$1.2M-$60.2K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED24,31724,812-495-2%$1.2M$1.2M-$30.2K2026-10-26
Kings Path Partners LLC
DECREASED23,79827,189-3,391-12%$1.4M$1.2M-$174.3K2026-10-21
Outlook Wealth Advisors, LLC
INCREASED23,74921,748+2,001+9%$1.1M$1.2M+$94.1K2026-10-28
TriaGen Wealth Management LLC
DECREASED22,67823,015-337-1%$1.1M$1.1M-$22.0K2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED22,5577,180+15,377+214%$357.4K$1.1M+$760.3K2026-10-20
Washington Capital Management, Inc
INCREASED22,00010,000+12,000+120%$497.8K$1.1M+$592.3K2026-10-19
Alkeme Wealth, LLC
INCREASED21,87921,334+545+3%$1.1M$1.1M+$22.1K2026-10-08
Powerhouse Assets LLC
INCREASED21,10620,051+1,055+5%$998.1K$1.0M+$47.7K2026-10-19
Prudent Man Investment Management, Inc.
DECREASED21,06827,772-6,704-24%$1.4M$1.0M-$340.2K2026-11-03
Manchester Capital Management LLC
UNCHANGED20,92220,92200%$1.0M$1.0M-$4.8K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED20,51655,026-34,510-63%$2.7M$1.0M-$1.7M2026-10-08
Petersen Hastings Wealth Advisors Inc.
DECREASED20,49120,737-246-1%$1.0M$1.0M-$17.0K2026-10-27
Elm3 Financial Group, LLC
INCREASED20,38515,755+4,630+29%$784.3K$1.0M+$225.8K2026-10-07
Avestar Capital, LLC
UNCHANGED20,10020,10000%$1.0M$996.0K-$4.6K2026-10-28
Nova Financial LLC
NEW19,595—+19,595——$970.9K—2026-11-04
Family CFO Inc
INCREASED19,2659,643+9,622+100%$480.0K$954.6K+$474.6K2026-10-30
Pinnacle Associates LTD
INCREASED19,22715,527+3,700+24%$772.9K$952.7K+$179.8K2026-10-20
MGO One Seven LLC
INCREASED19,19811,591+7,607+66%$577.0K$951.3K+$374.3K2026-10-28
Bank of New York Mellon Corp
NEW18,696—+18,696——$926.4K—2026-11-05
Essential Planning, Llc.
DECREASED17,92918,023-94-1%$897.2K$888.4K-$8.8K2026-10-21
Naples Global Advisors, LLC
UNCHANGED17,65017,65000%$878.6K$874.6K-$4.1K2026-11-05
Regatta Capital Group, LLC
DECREASED17,42019,938-2,518-13%$992.5K$863.2K-$129.3K2026-10-23
Joseph Group Capital Management
DECREASED17,28919,981-2,692-13%$994.7K$856.7K-$138.0K2026-11-04
Life Planning Partners, Inc
DECREASED17,06518,901-1,836-10%$940.9K$845.6K-$95.3K2026-10-28
First Bank & Trust
NEW16,135—+16,135——$799.5K—2026-10-19
Brookstone Capital Management
DECREASED15,95619,987-4,031-20%$994.9K$790.6K-$204.3K2026-10-22
Northwest Wealth Management, LLC
INCREASED15,87615,599+277+2%$776.5K$786.7K+$10.1K2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED15,81015,81000%$787.0K$783-$786.2K2026-10-26
CGC Financial Services, LLC
DECREASED15,47816,161-683-4%$804.5K$767.0K-$37.5K2026-10-13
SAX Wealth Advisors, LLC
UNCHANGED15,46715,46700%$770.0K$766.4K-$3.6K2026-10-13
ATX Financial Planning, LLC
NEW15,166—+15,166——$751.5K—2026-10-14
Keudell ison Wealth Management
UNCHANGED15,00015,00000%$746.7K$743.3K-$3.5K2026-10-16
Bulwark Capital Corp
INCREASED14,8066,292+8,514+135%$313.2K$733.6K+$420.4K2026-10-13
RFG Advisory, LLC
INCREASED14,59814,326+272+2%$713.2K$723.3K+$10.2K2026-11-03
Heritage Wealth Management, Inc.
NEW14,219—+14,219——$704.6K—2026-10-27
Compass Financial Group, Inc
DECREASED14,17214,295-123-1%$711.6K$702.2K-$9.4K2026-10-13
Latitude Advisors, LLC
INCREASED13,93213,210+722+5%$657.6K$690.3K+$32.7K2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED13,8038,663+5,140+59%$431.2K$683.9K+$252.7K2026-10-26
First Premier Bank
INCREASED13,69510,909+2,786+26%$543$679+$1362026-10-13
Market Street Wealth Management Advisors LLC
DECREASED13,50724,276-10,769-44%$1.2M$669.3K-$539.2K2026-10-09
Valpey Financial Services, LLC
DECREASED13,32815,855-2,527-16%$789.3K$660.4K-$128.9K2026-10-30
Jacobi Capital Management LLC
UNCHANGED13,26013,26000%$660.1K$657.0K-$3.1K2026-11-05
Infinity Wealth Counsel, LLC
DECREASED13,23113,507-276-2%$672.4K$655.6K-$16.8K2026-10-15
Lexington Hill Partners, LLC
NEW13,197—+13,197——$653.9K—2026-10-13
Spire Wealth Management
DECREASED12,76421,137-8,373-40%$1.1M$632.5K-$419.7K2026-10-30
William Howard & Co Financial Advisors Inc
UNCHANGED12,47612,47600%$621.1K$618.2K-$2.9K2026-11-04
Private Trust Co NA
DECREASED12,40531,795-19,390-61%$1.6M$614.7K-$968.1K2026-10-20
Park Avenue Securities LLC
INCREASED12,1719,734+2,437+25%$485.0K$603-$484.4K2026-10-26
Old Peak Finance LLC
DECREASED11,88711,892-50%$592.0K$589.0K-$3.0K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED11,79911,761+38+0%$585.5K$584.7K-$8112026-10-30
Gradient Capital Advisors, LLC
DECREASED11,05111,131-80-1%$554.1K$547.6K-$6.5K2026-10-21
Mainsail Asset Management, LLC
INCREASED10,82510,757+68+1%$534.5K$535.2K+$6622026-10-14
IFP Advisors, Inc
INCREASED10,693448+10,245+2287%$22.3K$529.8K+$507.5K2026-10-16
Joel Adams & Associates, Inc.
DECREASED10,54910,815-266-2%$538.4K$522.7K-$15.7K2026-11-02
Hager Investment Management Services, LLC
UNCHANGED10,45310,45300%$520.4K$517.9K-$2.4K2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED10,3926,817+3,575+52%$339.4K$514.9K+$175.6K2026-10-23
Echo45 Advisors LLC
NEW10,359—+10,359——$513.3K—2026-10-07
Midwest Trust Co
UNCHANGED10,05410,05400%$500.5K$498.2K-$2.3K2026-10-22
New Hampshire Trust
UNCHANGED10,05410,05400%$500.5K$498.2K-$2.3K2026-10-20
Burton Enright Welch
INCREASED10,0158,475+1,540+18%$421.9K$496.2K+$74.3K2026-11-04
Silverlake Wealth Management LLC
INCREASED9,9327,260+2,672+37%$361.4K$492.1K+$130.7K2026-10-21
Howard Wealth Management, LLC
INCREASED9,8649,040+824+9%$450.0K$488.8K+$38.8K2026-10-28
Wesbanco Bank Inc
UNCHANGED9,7499,74900%$485.3K$483.1K-$2.2K2026-11-04
Retirement Planning Group, LLC
INCREASED9,6409,567+73+1%$476.3K$477.7K+$1.4K2026-10-19
Ballentine Capital Advisors, Inc
DECREASED9,60610,535-929-9%$524.4K$476.0K-$48.5K2026-10-14
CWA Asset Management Group, LLC
INCREASED9,4037,000+2,403+34%$348.5K$465.9K+$117.5K2026-10-19
MidAtlantic Capital Management, Inc.
INCREASED9,2979,240+57+1%$460.0K$460.7K+$6662026-11-05
Pacific Center for Financial Services
DECREASED9,1771,222,387-1,213,210-99%$60.9M$454.7K-$60.4M2026-10-15
Partnership Wealth Management, LLC
UNCHANGED9,0389,03800%$449.9K$447.8K-$2.1K2026-10-05
Sard Wealth Management Group, LLC
INCREASED8,7207,474+1,246+17%$372.0K$432.1K+$60.0K2026-10-16
Argos Wealth Advisors, LLC
INCREASED8,4716,860+1,611+23%$341.5K$419.7K+$78.2K2026-11-02
Quadrant Private Wealth Management, LLC
DECREASED8,38210,494-2,112-20%$522.4K$415.3K-$107.1K2026-11-04
Allied Investment Advisors, LLC
NEW8,003—+8,003——$396.5K—2026-10-13
Allen Investment Management, LLC
INCREASED7,8074,488+3,319+74%$223.4K$386.8K+$163.4K2026-11-03
Index Fund Advisors, Inc.
DECREASED7,62912,934-5,305-41%$643.8K$378.0K-$265.8K2026-11-05
Castleview Partners, LLC
INCREASED7,5757,449+126+2%$370.8K$375.3K+$4.5K2026-10-09
Odyssey Capital Advisors, Inc.
INCREASED7,5626,765+797+12%$336.8K$374.7K+$37.9K2026-10-26
Forum Financial Management, LP
INCREASED7,5357,482+53+1%$372.5K$373.4K+$9002026-10-16
Fifth Third Bancorp
DECREASED7,5269,351-1,825-20%$465.5K$372.9K-$92.6K2026-11-05
World Equity Group, Inc.
DECREASED7,49212,882-5,390-42%$641.3K$371.2K-$270.0K2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED7,3487,270+78+1%$361.9K$364.1K+$2.1K2026-11-03
Greenhouse Wealth Management, LLC
NEW7,024—+7,024——$348.0K—2026-10-20
SYM Financial Corp
NEW7,000—+7,000——$346.9K—2026-10-26
StoneX Group Inc.
NEW6,963—+6,963——$345.0K—2026-11-03
Thompson Davis & Co., Inc.
UNCHANGED6,8736,87300%$342.2K$340.6K-$1.6K2026-11-05
Krilogy Financial LLC
DECREASED6,8316,874-43-1%$342.2K$338.0K-$4.2K2026-10-13
Bath Savings Trust Co
UNCHANGED6,7986,79800%$338.4K$336.8K-$1.6K2026-10-07
Culbertson A N & Co Inc
DECREASED6,6307,100-470-7%$353.4K$328.5K-$24.9K2026-10-21
Essex LLC
NEW6,547—+6,547——$324.4K—2026-10-14
Badgley Phelps Wealth Managers, LLC
INCREASED6,5125,915+597+10%$294.4K$322.7K+$28.2K2026-10-22
Mezzasalma Advisors, LLC
DECREASED6,3536,852-499-7%$341.1K$314.8K-$26.3K2026-10-14
Cutler Investment Counsel LLC
UNCHANGED6,2666,26600%$311.9K$310.5K-$1.4K2026-10-28
OceanIQ Capital, LLC
DECREASED6,2006,600-400-6%$327.9K$306.7K-$21.1K2026-10-19
Integrity Alliance, Llc.
INCREASED6,1355,895+240+4%$293.5K$304.0K+$10.5K2026-10-29
Willis Investment Counsel
NEW6,040—+6,040——$299.3K—2026-10-20
25 LLC
DECREASED5,9455,964-190%$296.9K$294.6K-$2.4K2026-10-13
SeaCrest Wealth Management, LLC
UNCHANGED5,8505,85000%$291.2K$289.9K-$1.3K2026-10-21
Accurate Wealth Management, LLC
NEW5,775—+5,775——$285.7K—2026-10-20
Lido Advisors, LLC
INCREASED5,6415,385+256+5%$268.1K$279.5K+$11.4K2026-11-04
Roberts Wealth Advisors, LLC
DECREASED5,62017,168-11,548-67%$854.6K$278.5K-$576.1K2026-10-14
Successful Portfolios LLC
INCREASED5,5015,301+200+4%$263.2K$271.9K+$8.7K2026-10-09
Baker Ellis Asset Management LLC
INCREASED5,5004,500+1,000+22%$224.0K$272.5K+$48.5K2026-10-14
180 Wealth Advisors, LLC
UNCHANGED5,5005,50000%$273.8K$272.5K-$1.3K2026-11-03
Stonebridge Financial Group, LLC
INCREASED5,4885,447+41+1%$271.1K$271.9K+$7832026-10-01
Inspirion Wealth Advisors, LLC
INCREASED5,4545,396+58+1%$267.7K$270.2K+$2.6K2026-10-09
GSG Advisors LLC
INCREASED5,3924,689+703+15%$233.4K$267.2K+$33.8K2026-11-03
BAR Harbor Wealth Management
NEW5,250—+5,250——$260.1K—2026-10-21
Objective Capital Management, LLC
NEW5,200—+5,200——$257.7K—2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED5,1744,442+732+16%$221.1K$256.4K+$35.2K2026-10-08
Corundum Group, Inc.
UNCHANGED5,0695,06900%$252.3K$251.2K-$1.2K2026-10-28
Aegis Wealth Management, Inc.
DECREASED5,0495,524-475-9%$275.0K$250.2K-$24.8K2026-10-26
Busey Bank
INCREASED4,9364,853+83+2%$241.6K$244.6K+$3.0K2026-10-26
New Capital Management LP
DECREASED4,8536,323-1,470-23%$314.8K$240.5K-$74.3K2026-10-29
SJS Investment Consulting Inc.
DECREASED4,6584,713-55-1%$234.6K$230.8K-$3.8K2026-10-26
Hopwood Financial Services, Inc.
UNCHANGED4,6004,60000%$229.0K$227.9K-$1.1K2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED4,5324,932-400-8%$246.0K$225-$245.8K2026-11-05
Ritholtz Wealth Management
DECREASED4,5014,505-40%$224.3K$223.0K-$1.2K2026-11-05
Diversify Wealth Management, LLC
INCREASED4,4924,326+166+4%$215.0K$222.3K+$7.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED4,4924,326+166+4%$215.0K$222.3K+$7.3K2026-10-20
Sowell Financial Services LLC
NEW4,395—+4,395——$217.8K—2026-10-23
Hummer Financial Advisory Services Inc
UNCHANGED4,2004,20000%$209.1K$208.1K-$9662026-10-09
Financial Perspectives, Inc
UNCHANGED4,0424,04200%$201.2K$200.3K-$9302026-11-03
Lanark Financial, Inc.
INCREASED3,4521,385+2,067+149%$69.0K$171.0K+$102.1K2026-10-26
North Star Investment Management Corp.
DECREASED3,3867,972-4,586-58%$396.9K$167.8K-$229.1K2026-10-27
Triumph Capital Management
DECREASED3,1235,437-2,314-43%$270.7K$154.8K-$115.9K2026-10-14
Eastern Bank
DECREASED3,0833,133-50-2%$156.0K$152.8K-$3.2K2026-10-05
Lodestone Wealth Management LLC
NEW2,960—+2,960——$146.7K—2026-10-14
Signaturefd, LLC
DECREASED2,8973,982-1,085-27%$198.2K$143.5K-$54.7K2026-10-23
Tompkins Financial Corp
UNCHANGED2,8522,85200%$142.0K$141.3K-$6562026-10-05
Blume Capital Management, Inc.
UNCHANGED2,8192,81900%$140.3K$139.7K-$6482026-10-26
Creative Financial Designs Inc
INCREASED2,3801,428+952+67%$71.1K$117.9K+$46.8K2026-11-04
Golden State Wealth Management, LLC
INCREASED2,2452,232+13+1%$111.1K$111.3K+$1352026-11-02
Financial Management Professionals, Inc.
UNCHANGED1,7951,79500%$89.4K$88.9K-$4132026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED1,7521,676+76+5%$83.4K$86.8K+$3.4K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED1,7131,71300%$85.3K$84.9K-$3942026-10-13
US Bancorp \de\
DECREASED1,5979,687-8,090-84%$482.2K$79.1K-$403.1K2026-11-05
Elevation Wealth Partners, LLC
INCREASED1,5281,512+16+1%$75.3K$75.7K+$4472026-10-07
Frankly Finances, LLC
UNCHANGED1,5171,51700%$75.5K$75.2K-$3492026-10-28
Bank of New Hampshire
UNCHANGED1,0331,03300%$51.4K$51.2K-$2382026-10-06
Montag A & Associates Inc
DECREASED9171,005-88-9%$50.0K$45.4K-$4.6K2026-10-29
NBH Bank
UNCHANGED74474400%$37.0K$36.9K-$1712026-11-05
Entrust Financial LLC
NEW700—+700——$34.7K—2026-11-04
Olistico Wealth, LLC
INCREASED696413+283+69%$20.6K$34.5K+$13.9K2026-10-05
Acumen Wealth Advisors, LLC
NEW683—+683——$33.9K—2026-11-05
Assetmark, Inc
UNCHANGED51851800%$25.8K$25.7K-$1192026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED50050000%$24.9K$24.8K-$1152026-10-27
Cassaday & Co Wealth Management LLC
DECREASED485647-162-25%$32.2K$24.0K-$8.2K2026-10-27
LAM Group, Inc.
INCREASED460446+14+3%$22.2K$22.8K+$5822026-10-26
Parallel Advisors, LLC
UNCHANGED41041000%$20.4K$20.3K-$942026-11-03
Compass Financial Management LLC
UNCHANGED40040000%$19.9K$19.8K-$922026-10-30
Highline Wealth Partners LLC
NEW300—+300——$14.9K—2026-10-19
Hazlett, Burt & Watson, Inc.
NEW250—+250——$12—2026-11-04
Nemes Rush Group LLC
UNCHANGED24624600%$12.2K$12.2K-$572026-11-04
Salomon & Ludwin, LLC
DECREASED202362-160-44%$18.0K$10.0K-$7.9K2026-10-29
Next Level Wealth Planning, LLC
NEW185—+185——$9.1K—2026-10-29
Mather Group, Llc.
NEW167—+167——$8.3K—2026-10-14
Strengthening Families & Communities, LLC
INCREASED162161+1+1%$8.0K$8.0K+$192026-10-21
Buck Wealth Strategies, LLC
NEW159—+159——$7.9K—2026-10-28
Carnegie Lake Advisors LLC
DECREASED15014,699-14,549-99%$731.7K$768.0K+$36.3K2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED14014000%$7.0K$6.9K-$322026-10-27
Independence Bank of Kentucky
NEW95—+95——$4.7K—2026-10-26
Key Capital Management, Inc
UNCHANGED909000%$4.5K$4.5K-$202026-11-03
Mainstream Capital Management LLC
NEW81—+81——$4.0K—2026-10-23
Hughes Financial Services, LLC
NEW74—+74——$3.7K—2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED626200%$3.1K$3.1K-$142026-10-09
CoreCap Advisors, LLC
NEW49—+49——$2.4K—2026-10-08
Archer Investment Corp
NEW42—+42——$2.1K—2026-11-05
Walker Financial Services, Inc.
CLOSED077,753-77,753-100%$3.9M$0-$3.9M2026-10-26
Equity Investment Corp
CLOSED042,938-42,938-100%$2.1M$0-$2.1M2026-11-04
Relyea Zuckerberg Hanson LLC
CLOSED035,531-35,531-100%$1.8M$0-$1.8M2026-10-20
Central Valley Advisors, LLC
CLOSED010,929-10,929-100%$544.0K$0-$544.0K2026-10-27
Willis Johnson Wealth, Inc.
CLOSED06,042-6,042-100%$300.8K$0-$300.8K2026-11-03
Choreo, LLC
CLOSED05,845-5,845-100%$291.0K$0-$291.0K2026-10-28
Long Island Wealth Management, Inc.
CLOSED05,674-5,674-100%$282.5K$0-$282.5K2026-10-20
China Universal Asset Management Co., Ltd.
CLOSED05,600-5,600-100%$278.8K$0-$278.8K2026-10-28
Prospera Financial Services Inc
CLOSED05,600-5,600-100%$278.8K$0-$278.8K2026-11-04
Capital Square, LLC
CLOSED05,145-5,145-100%$255.5K$0-$255.5K2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED04,371-4,371-100%$217.6K$0-$217.6K2026-10-16
Convergence Financial, LLC
CLOSED04,160-4,160-100%$207.1K$0-$207.1K2026-10-27
GFS Advisors, LLC
CLOSED03,220-3,220-100%$678.5K$0-$678.5K2026-11-03
Robinswood Financial LLC
CLOSED02,139-2,139-100%$106.5K$0-$106.5K2026-10-20
AdvisorNet Financial, Inc
CLOSED01,972-1,972-100%$98.2K$0-$98.2K2026-10-15
Cullen T Bankers, Inc.
CLOSED0814-814-100%$40.5K$0-$40.5K2026-10-28
Kingdom Financial Group Llc.
CLOSED0553-553-100%$27.5K$0-$27.5K2026-11-04
MCF Advisors LLC
CLOSED0260-260-100%$12.9K$0-$12.9K2026-10-28
Oakworth Capital, Inc.
CLOSED085-85-100%$4.2K$0-$4.2K2026-10-26
JPMorgan Chase & Co
N/A—24,774,687-24,774,687-100%$1.2B———
Kensington Asset Management, LLC
N/A—4,125,497-4,125,497-100%$205.4M———
Wells Fargo & Company
N/A—3,678,347-3,678,347-100%$183.1M———
Bank of America Corp
N/A—3,244,743-3,244,743-100%$161.5M———
Bramshill Investments, LLC
N/A—3,112,942-3,112,942-100%$155.0M———
LPL Financial LLC
N/A—2,625,517-2,625,517-100%$130.7M———
HighTower Advisors, LLC
N/A—1,976,448-1,976,448-100%$98.4M———
Wharton Business Group, LLC
N/A—1,437,741-1,437,741-100%$71.6M———
Mercer Global Advisors Inc
N/A—987,814-987,814-100%$49.2M———
Waverly Advisors, LLC
N/A—917,885-917,885-100%$45.7M———
MML Investors Services, LLC
N/A—857,265-857,265-100%$42.7M———
Red Wave Investments LLC
N/A—651,243-651,243-100%$32.4M———
Raffa Wealth Management, LLC
N/A—622,737-622,737-100%$31.0M———
Raymond James Financial Inc
N/A—595,055-595,055-100%$29.6M———
Mariner, LLC
N/A—491,335-491,335-100%$24.5M———
Royal Bank of Canada
N/A—483,625-483,625-100%$24.1M———
Advisory Services Network, LLC
N/A—467,995-467,995-100%$23.3M———
Horizon Kinetics Asset Management LLC
N/A—461,108-461,108-100%$23.0M———
Lowe Brockenbrough & Co Inc
N/A—443,065-443,065-100%$22.1M———
Arax Advisory Partners
N/A—398,105-398,105-100%$19.8M———
Osaic Holdings, Inc.
N/A—394,208-394,208-100%$19.6M———
Cetera Investment Advisers
N/A—390,993-390,993-100%$19.5M———
Stifel Financial Corp
N/A—381,045-381,045-100%$19.0M———
Private Advisor Group, LLC
N/A—306,950-306,950-100%$15.3M———
AE Wealth Management LLC
N/A—271,284-271,284-100%$13.5M———
HTG Investment Advisors, Inc.
N/A—270,624-270,624-100%$13.5M———
OneDigital Investment Advisors LLC
N/A—267,282-267,282-100%$13.3M———
Captrust Financial Advisors
N/A—261,833-261,833-100%$13.0M———
Harbour Investment Management LLC
N/A—236,587-236,587-100%$11.8M———
Focus Partners Wealth
N/A—220,176-220,176-100%$11.0M———
CFO4Life Group, LLC
N/A—219,320-219,320-100%$10.9M———
Blom & Howell Financial Planning, Inc.
N/A—199,993-199,993-100%$10.0M———
Keynote Financial Services LLC
N/A—188,323-188,323-100%$9.4M———
Envestnet Asset Management Inc
N/A—181,284-181,284-100%$9.0M———
Wealthspan Partners, LLC
N/A—177,091-177,091-100%$8.8M———
Crews Bank & Trust
N/A—161,976-161,976-100%$8.1M———
Blair William & Co
N/A—158,180-158,180-100%$7.9M———
Steward Partners Investment Advisory, LLC
N/A—155,431-155,431-100%$7.7M———
Clearstead Advisors, LLC
N/A—151,286-151,286-100%$7.5M———
Rothschild Wealth LLC
N/A—142,830-142,830-100%$7.1M———
Valmark Advisers, Inc.
N/A—140,948-140,948-100%$7.0M———
Nicolet Bankshares Inc
N/A—122,424-122,424-100%$6.1M———
Advisory Research Inc
N/A—120,152-120,152-100%$6.0M———
Pine Harbor Wealth Management, LLC
N/A—117,705-117,705-100%$5.9M———
MorganRosel Wealth Management, LLC
N/A—117,316-117,316-100%$5.8M———
Citadel Advisors LLC
N/A—115,752-115,752-100%$5.8M———
Rockefeller Capital Management L.P.
N/A—112,462-112,462-100%$5.6M———
Capital Analysts, LLC
N/A—110,161-110,161-100%$5.5M———
UBS Group AG
N/A—104,109-104,109-100%$5.2M———
Lowery Thomas, LLC
N/A—103,799-103,799-100%$5.2M———
Zazove Associates LLC
N/A—100,000-100,000-100%$5.0M———
Zhang Financial LLC
N/A—99,319-99,319-100%$4.9M———
Alpha Zero LLC
N/A—98,379-98,379-100%$4.9M———
Jones Financial Companies Lllp
N/A—97,707-97,707-100%$4.9M———
Palisades Hudson Asset Management, L.P.
N/A—95,600-95,600-100%$4.8M———
Northwestern Mutual Wealth Management Co
N/A—90,807-90,807-100%$4.5M———
Beacon Pointe Advisors, LLC
N/A—89,566-89,566-100%$4.5M———
Robinhood Asset Management, LLC
N/A—86,031-86,031-100%$4.3M———
Coppell Advisory Solutions LLC
N/A—78,876-78,876-100%$2.7M———
Cambient Family Office, LLC
N/A—77,866-77,866-100%$3.9M———
Cary Street Partners Financial LLC
N/A—74,836-74,836-100%$3.7M———
TD Capital Management LLC
N/A—74,765-74,765-100%$3.7M———
Vident Advisory, LLC
N/A—74,485-74,485-100%$3.7M———
Bristlecone Value Partners, LLC
N/A—66,007-66,007-100%$3.3M———
MAI Capital Management
N/A—62,610-62,610-100%$3.1M———
GeoWealth Management, LLC
N/A—61,842-61,842-100%$3.1M———
Payne Capital LLC
N/A—59,335-59,335-100%$3.0M———
Modern Wealth Management, LLC
N/A—58,921-58,921-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—57,654-57,654-100%$2.9M———
Aberdeen Wealth Management LLC
N/A—57,176-57,176-100%$2.8M———
Pitcairn Wealth Advisors LLC
N/A—56,554-56,554-100%$2.8M———
Betterment LLC
N/A—55,714-55,714-100%$2.8M———
World Investment Advisors
N/A—55,216-55,216-100%$2.7M———
Goldstone Financial Group, LLC
N/A—54,561-54,561-100%$2.7M———
Empowered Funds, LLC
N/A—51,645-51,645-100%$2.6M———
Sanctuary Advisors, LLC
N/A—50,227-50,227-100%$2.5M———
Cascades Capital Asset Management, LLC
N/A—49,070-49,070-100%$2.4M———
Atomic Invest LLC
N/A—47,602-47,602-100%$2.4M———
Plum Street Advisors, LLC
N/A—45,831-45,831-100%$2.3M———
Main Street Financial Solutions, LLC
N/A—45,633-45,633-100%$2.3M———
Evergreen Wealth Management, LLC
N/A—44,659-44,659-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—43,776-43,776-100%$2.2M———
Equitable Holdings, Inc.
N/A—42,751-42,751-100%$2.1M———
Anchor Bay Capital, Inc.
N/A—41,398-41,398-100%$2.1M———
Applied Capital LLC
N/A—41,146-41,146-100%$2.0M———
TrueWealth Financial Partners
N/A—40,967-40,967-100%$2.0M———
Clearwater Capital Advisors, LLC
N/A—39,852-39,852-100%$2.0M———
Compass Financial Group, Inc.
N/A—39,613-39,613-100%$2.0M———
Benjamin Edwards Inc
N/A—38,750-38,750-100%$1.9M———
Camarda Financial Advisors, LLC
N/A—38,726-38,726-100%$1.9M———
TFO Wealth Partners, LLC
N/A—36,251-36,251-100%$1.8M———
HRT Financial LP
N/A—36,131-36,131-100%$1.8M———
Strategic Investment Solutions, Inc.
N/A—34,035-34,035-100%$1.7M———
Harbour Investments, Inc.
N/A—31,987-31,987-100%$1.6M———
Boston Family Office LLC
N/A—31,744-31,744-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—31,066-31,066-100%$1.5M———
Osborne Partners Capital Management, LLC
N/A—31,000-31,000-100%$1.5M———
Janney Montgomery Scott LLC
N/A—29,378-29,378-100%$1.5M———
Morgan Stanley
N/A—28,990-28,990-100%$1.4M———
R.H. Investment Group, LLC
N/A—28,100-28,100-100%$1.4M———
Strategic Wealth Advisors LLC
N/A—28,038-28,038-100%$1.4M———
Roble, Belko & Company, Inc
N/A—27,434-27,434-100%$1.4M———
Belpointe Asset Management LLC
N/A—27,110-27,110-100%$1.3M———
NewEdge Wealth, LLC
N/A—26,923-26,923-100%$1.3M———
Merit Financial Group, LLC
N/A—26,835-26,835-100%$1.3M———
Susquehanna International Group, LLP
N/A—26,014-26,014-100%$1.3M———
Southeast Asset Advisors, LLC
N/A—25,242-25,242-100%$1.3M———
NewEdge Advisors, LLC
N/A—24,694-24,694-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—24,212-24,212-100%$1.2M———
Cahill Financial Advisors Inc
N/A—23,982-23,982-100%$1.2M———
Quantinno Capital Management LP
N/A—23,183-23,183-100%$1.2M———
GatePass Capital, LLC
N/A—23,000-23,000-100%$1.1M———
Cardiff Park Advisors, LLC
N/A—22,904-22,904-100%$1.1M———
Savant Capital, LLC
N/A—22,007-22,007-100%$1.1M———
Allworth Financial LP
N/A—21,875-21,875-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—21,824-21,824-100%$1.1M———
Core Wealth Advisors, Inc.
N/A—21,345-21,345-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—21,130-21,130-100%$1.1M———
Tribridge Partners Financial LLC
N/A—21,126-21,126-100%$1.0M———
Bouchey Financial Group, Ltd.
N/A—20,991-20,991-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—19,880-19,880-100%$990.0K———
Texas Yale Capital Corp.
N/A—19,620-19,620-100%$976.7K———
Cerity Partners LLC
N/A—19,213-19,213-100%$956.9K———
United Capital Financial Advisors, LLC
N/A—19,212-19,212-100%$956.0K———
Cheviot Value Management, LLC
N/A—16,805-16,805-100%$836.6K———
Stephens Inc
N/A—16,534-16,534-100%$823.1K———
Yarger Wealth Strategies, LLC
N/A—16,274-16,274-100%$808.1K———
Gladstone Institutional Advisory LLC
N/A—16,123-16,123-100%$802.6K———
Wescap Management Group, Inc.
N/A—15,122-15,122-100%$752.8K———
NewSquare Capital LLC
N/A—13,452-13,452-100%$669.6K———
Nikulski Financial, Inc.
N/A—13,420-13,420-100%$668.0K———
Daner Wealth Management, LLC
N/A—13,403-13,403-100%$666.3K———
Bartlett & Co. Wealth Management LLC
N/A—12,085-12,085-100%$601.6K———
SAM Advisors, LLC
N/A—11,852-11,852-100%$590.0K———
Evolution Advisers, Inc.
N/A—11,650-11,650-100%$579.0K———
Per Stirling Capital Management, Llc.
N/A—11,366-11,366-100%$565.8K———
Donaldson Capital Management, LLC
N/A—11,338-11,338-100%$564.4K———
AQR Capital Management LLC
N/A—11,209-11,209-100%$558.0K———
CreativeOne Wealth, LLC
N/A—10,429-10,429-100%$519.1K———
Ruedi Wealth Management, Inc.
N/A—10,263-10,263-100%$510.9K———
Beaird Harris Wealth Management, LLC
N/A—10,191-10,191-100%$507.3K———
Ameritas Advisory Services, LLC
N/A—9,656-9,656-100%$480.7K———
Principal Securities, Inc.
N/A—9,025-9,025-100%$449.3K———
Sequoia Financial Advisors, LLC
N/A—8,741-8,741-100%$435.1K———
Keel Point, LLC
N/A—8,395-8,395-100%$417.9K———
Kapstone Financial Advisors LLC
N/A—8,280-8,280-100%$412.2K———
HighPoint Advisor Group LLC
N/A—8,001-8,001-100%$398.3K———
Money Concepts Capital Corp
N/A—7,944-7,944-100%$395.4K———
Stratos Wealth Partners, Ltd.
N/A—7,829-7,829-100%$389.8K———
TRB Wealth Management, LLC
N/A—7,727-7,727-100%$384.6K———
Planning Directions Inc
N/A—7,713-7,713-100%$383.9K———
Aegis Wealth Management LLC
N/A—7,598-7,598-100%$378.2K———
Denver Wealth Management, Inc.
N/A—7,566-7,566-100%$376.6K———
Wealth Management Associates, Inc.
N/A—6,950-6,950-100%$346.0K———
Prepared Retirement Institute LLC
N/A—6,634-6,634-100%$330.2K———
Curi Capital, LLC
N/A—6,574-6,574-100%$327.3K———
Financial Plan, Inc.
N/A—6,508-6,508-100%$323.9K———
Cogent Private Wealth, Inc.
N/A—6,103-6,103-100%$303.8K———
Topsail Wealth Management, LLC
N/A—6,089-6,089-100%$303.1K———
Peak Asset Management, LLC
N/A—6,062-6,062-100%$301.8K———
Safeguard Investment Advisory Group, LLC
N/A—6,036-6,036-100%$300.5K———
Commerce Bank
N/A—6,009-6,009-100%$299.1K———
TAGStone Capital, Inc.
N/A—5,738-5,738-100%$285.7K———
Fairview Capital Investment Management, LLC
N/A—5,717-5,717-100%$284.6K———
Terril Brothers, Inc.
N/A—5,700-5,700-100%$283.7K———
WNY Asset Management, LLC
N/A—5,616-5,616-100%$279.6K———
Fortis Advisors, LLC
N/A—5,588-5,588-100%$278.2K———
Planning Center, Inc.
N/A—5,499-5,499-100%$273.7K———
Kingsview Wealth Management, LLC
N/A—5,429-5,429-100%$270.3K———
Coston, McIsaac & Partners
N/A—5,339-5,339-100%$265.0K———
Summit Financial, LLC
N/A—5,317-5,317-100%$264.7K———
Signal Tree Financial Partners LLC
N/A—5,257-5,257-100%$261.7K———
IHT Wealth Management, LLC
N/A—5,099-5,099-100%$253.8K———
Kropog Financial Group, LLC
N/A—5,068-5,068-100%$252.3K———
PNC Financial Services Group, Inc.
N/A—5,055-5,055-100%$251.6K———
Hanover Advisors Inc
N/A—4,998-4,998-100%$248.8K———
Mutual Advisors, LLC
N/A—4,962-4,962-100%$247.0K———
Curio Wealth, LLC
N/A—4,938-4,938-100%$245.8K———
Insigneo Advisory Services, LLC
N/A—4,934-4,934-100%$245.6K———
Fisher Asset Management, LLC
N/A—4,772-4,772-100%$237.6K———
Pathstone Holdings, LLC
N/A—4,742-4,742-100%$236.1K———
Symphony Financial Services, Inc.
N/A—4,725-4,725-100%$235.2K———
HBK Sorce Advisory LLC
N/A—4,716-4,716-100%$234.2K———
Olde Wealth Management, LLC
N/A—4,645-4,645-100%$231.0K———
Pettyjohn, Wood & White, Inc
N/A—4,588-4,588-100%$228.4K———
Holderness Investments Co
N/A—4,245-4,245-100%$211.3K———
IEQ Capital, LLC
N/A—4,141-4,141-100%$206.1K———
Brasada Capital Management, LP
N/A—4,123-4,123-100%$205.2K———
CVA Family Office, LLC
N/A—4,083-4,083-100%$203.3K———
Baird Financial Group, Inc.
N/A—4,081-4,081-100%$203.2K———
Vanguard National Trust Co
N/A—3,974-3,974-100%$197.8K———
Vanguard Advisers Inc
N/A—3,310-3,310-100%$164.8K———
Huntington National Bank
N/A—3,254-3,254-100%$162.0K———
Anchor Investment Management, LLC
N/A—2,412-2,412-100%$120.1K———
SHP Wealth Management
N/A—2,154-2,154-100%$107.2K———
Leo H. Evart, Inc.
N/A—1,814-1,814-100%$90.3K———
Avalon Trust Co
N/A—1,800-1,800-100%$89.6K———
Bessemer Group Inc
N/A—1,653-1,653-100%$82.0K———
FMR LLC
N/A—1,595-1,595-100%$79.4K———
Cornerstone Financial Management LLC
N/A—1,579-1,579-100%$78.6K———
BFC Planning, Inc.
N/A—1,490-1,490-100%$74.2K———
National Bank of Canada
N/A—1,437-1,437-100%$71.5K———
VSM Wealth Advisory, LLC
N/A—1,383-1,383-100%$68.8K———
Graney & King, LLC
N/A—1,327-1,327-100%$66.1K———
Tidemark, LLC
N/A—1,080-1,080-100%$53.8K———
Westfuller Advisors, LLC
N/A—1,024-1,024-100%$51.0K———
Dunhill Financial, LLC
N/A—1,018-1,018-100%$50.7K———
Tradewinds, Llc.
N/A—1,004-1,004-100%$273.3K———
Hollencrest Capital Management
N/A—894-894-100%$44.5K———
Federation des caisses Desjardins du Quebec
N/A—857-857-100%$42.7K———
Fiduciary Financial Advisors
N/A—739-739-100%$36.8K———
Investment Counsel Co of Nevada
N/A—613-613-100%$30.5K———
Front Row Advisors LLC
N/A—600-600-100%$29.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—532-532-100%$26.5K———
Rialto Wealth Management, LLC
N/A—522-522-100%$26.0K———
Ancora Advisors LLCA
N/A—509-509-100%$25.3K———
Bank of Montreal
N/A—350-350-100%$17.4K———
Aventura Private Wealth, LLC
N/A—324-324-100%$16.1K———
Smartleaf Asset Management LLC
N/A—321-321-100%$16.0K———
Tower Research Capital LLC (TRC)
N/A—61-61-100%$3.0K———
Godfrey Financial Associates, Inc.
N/A—36-36-100%$1.8K———
Geneos Wealth Management Inc.
N/A—33-33-100%$1.6K———
Darwin Wealth Management, LLC
N/A—30-30-100%$1.5K———
Showing 534 of 534 institutions