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Vanguard 0-3M T-Bill ETF (VBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Evanson Financial, LLC
INCREASED
Shares2,150,979 from 2,015,129
Change+135,850 (+7%)
Value$162.9M (+$10.4M)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,696,073 from 1,417,380
Change+278,693 (+20%)
Value$128.4M (+$21.2M)
Filed 2026-10-30
Randolph Co Inc
INCREASED
Shares1,608,139 from 995,026
Change+613,113 (+62%)
Value$121.8M (+$46.5M)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares1,384,093 from 698,414
Change+685,679 (+98%)
Value$104.8M (+$51.9M)
Filed 2026-10-16
BetterWealth, LLC
INCREASED
Shares1,085,581 from 682,813
Change+402,768 (+59%)
Value$82.2M (+$30.5M)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
INCREASED
Shares930,219 from 296,971
Change+633,248 (+213%)
Value$70.4K (-$22.4M)
Filed 2026-11-05
Greenhaven Associates Inc
INCREASED
Shares858,916 from 662,000
Change+196,916 (+30%)
Value$65.0M (+$14.9M)
Filed 2026-10-26
FSA Investment Group, LLC
DECREASED
Shares796,647 from 888,079
Change-91,432 (-10%)
Value$60.3M (-$6.9M)
Filed 2026-10-07
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares717,000 from 477,000
Change+240,000 (+50%)
Value$54.3M (+$18.2M)
Filed 2026-11-03
Altiora Financial Group, LLC
INCREASED
Shares635,232 from 477,767
Change+157,465 (+33%)
Value$48.1M (+$11.9M)
Filed 2026-11-04
Pathway Financial Advisors LLC
INCREASED
Shares570,107 from 412,146
Change+157,961 (+38%)
Value$43.2M (+$12.0M)
Filed 2026-10-07
Anderson Hoagland & Co
INCREASED
Shares495,787 from 375,921
Change+119,866 (+32%)
Value$37.5M (+$9.1M)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares492,079 from 393,282
Change+98,797 (+25%)
Value$37.3M (+$7.5M)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares463,153 from 454,572
Change+8,581 (+2%)
Value$35.1M (+$667.9K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares460,071 from 411,969
Change+48,102 (+12%)
Value$34.8M (+$3.7M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares458,792 from 307,599
Change+151,193 (+49%)
Value$34.7M (+$11.5M)
Filed 2026-10-30
Garde Capital, Inc.
INCREASED
Shares353,562 from 252,241
Change+101,321 (+40%)
Value$26.8M (+$7.7M)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares352,071 from 333,308
Change+18,763 (+6%)
Value$26.7M (+$1.4M)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares322,457 from 291,022
Change+31,435 (+11%)
Value$24.4M (+$2.4M)
Filed 2026-10-09
Absolute Capital Management, LLC
INCREASED
Shares292,500 from 137,700
Change+154,800 (+112%)
Value$22.1M (+$11.7M)
Filed 2026-10-16
JIM Saulnier & Associates, LLC
DECREASED
Shares277,113 from 295,874
Change-18,761 (-6%)
Value$21.0M (-$1.4M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares260,573 from 194,532
Change+66,041 (+34%)
Value$19.7M (+$5.0M)
Filed 2026-11-04
eCIO, Inc.
INCREASED
Shares245,700 from 171,059
Change+74,641 (+44%)
Value$18.6M (+$5.6M)
Filed 2026-11-02
Blume Capital Management, Inc.
DECREASED
Shares242,777 from 337,853
Change-95,076 (-28%)
Value$18.4M (-$7.2M)
Filed 2026-10-26
Morton Capital Management LLC
INCREASED
Shares236,251 from 17,190
Change+219,061 (+1274%)
Value$17.9M (+$16.6M)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares220,727 from 12,866
Change+207,861 (+1616%)
Value$16.7M (+$15.7M)
Filed 2026-10-23
Decker Retirement Planning Inc.
NEW
Shares210,225
Change+210,225
Value$15.9M
Filed 2026-10-19
JBR Co Financial Management Inc
DECREASED
Shares194,073 from 196,853
Change-2,780 (-1%)
Value$14.6M (-$249.2K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares179,682 from 72,934
Change+106,748 (+146%)
Value$13.6M (+$8.1M)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares173,425 from 192,880
Change-19,455 (-10%)
Value$13.1M (-$1.5M)
Filed 2026-10-28
Chatham Capital Group, Inc.
INCREASED
Shares168,570 from 164,210
Change+4,360 (+3%)
Value$12.8M (+$336.7K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares165,805 from 134,319
Change+31,486 (+23%)
Value$12.6M (+$2.4M)
Filed 2026-10-28
Jessup Wealth Management, Inc
NEW
Shares158,167
Change+158,167
Value$12.0M
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares147,433 from 100,758
Change+46,675 (+46%)
Value$11.2M (+$3.5M)
Filed 2026-10-26
Rossmore Private Capital
DECREASED
Shares146,320 from 202,544
Change-56,224 (-28%)
Value$11.1M (-$4.2M)
Filed 2026-10-27
Englebert Financial Advisers, LLC
DECREASED
Shares141,382 from 149,475
Change-8,093 (-5%)
Value$10.7M (-$606.8K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares138,343 from 25,874
Change+112,469 (+435%)
Value$10.5M (+$8.5M)
Filed 2026-10-13
Lakewood Asset Management LLC
INCREASED
Shares133,241 from 122,017
Change+11,224 (+9%)
Value$10.1M (+$854.7K)
Filed 2026-10-26
Summit Global Investments
INCREASED
Shares129,738 from 117,967
Change+11,771 (+10%)
Value$9.8K (-$8.9M)
Filed 2026-10-28
Rose Capital Advisors LLC
NEW
Shares128,716
Change+128,716
Value$9.7M
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares124,992 from 60,902
Change+64,090 (+105%)
Value$9.5K (-$4.6M)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares115,782 from 82,947
Change+32,835 (+40%)
Value$8.8M (+$2.5M)
Filed 2026-11-05
Stonebridge Financial Group, LLC
DECREASED
Shares108,306 from 110,080
Change-1,774 (-2%)
Value$8.2M (-$129.9K)
Filed 2026-10-01
Burton Enright Welch
INCREASED
Shares107,472 from 63,128
Change+44,344 (+70%)
Value$8.1M (+$3.4M)
Filed 2026-11-04
Willow Creek Wealth Management Inc.
INCREASED
Shares105,214 from 102,528
Change+2,686 (+3%)
Value$8.0M (+$207.5K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares101,355 from 87,833
Change+13,522 (+15%)
Value$7.7M (+$1.0M)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares99,181 from 26,163
Change+73,018 (+279%)
Value$7.5M (+$5.5M)
Filed 2026-10-08
Peak Financial Advisors LLC
INCREASED
Shares98,877 from 4,389
Change+94,488 (+2153%)
Value$7.5M (+$7.2M)
Filed 2026-10-28
Studio Investment Management LLC
NEW
Shares97,939
Change+97,939
Value$7.4M
Filed 2026-10-22
Foundry Financial LLC
INCREASED
Shares97,348 from 83,378
Change+13,970 (+17%)
Value$7.4M (+$1.1M)
Filed 2026-10-16
Robinswood Financial LLC
INCREASED
Shares96,914 from 66,157
Change+30,757 (+46%)
Value$7.3M (+$2.3M)
Filed 2026-10-20
Alchemi Wealth, LLC
INCREASED
Shares95,700 from 62,839
Change+32,861 (+52%)
Value$7.2M (+$2.5M)
Filed 2026-11-04
TPG Advisors LLC
INCREASED
Shares89,890 from 66,243
Change+23,647 (+36%)
Value$6.8M (+$1.8M)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares89,340 from 138,941
Change-49,601 (-36%)
Value$6.8M (-$3.8M)
Filed 2026-11-03
Manuka Financial, LLC
INCREASED
Shares86,531 from 68,054
Change+18,477 (+27%)
Value$6.6M (+$1.4M)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED
Shares86,262 from 91,267
Change-5,005 (-5%)
Value$6.5M (-$375.3K)
Filed 2026-10-15
Ledgewood Wealth Advisors, LLC
INCREASED
Shares83,404 from 78,806
Change+4,598 (+6%)
Value$6.3M (+$351.3K)
Filed 2026-10-09
Arbor Investment Advisors, LLC
UNCHANGED
Shares80,444 from 80,444
Change0 (0%)
Value$6.1M (+$3.2K)
Filed 2026-10-26
Unison Advisors LLC
INCREASED
Shares73,700 from 65,038
Change+8,662 (+13%)
Value$5.6M (+$658.5K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares73,489 from 490
Change+72,999 (+14898%)
Value$5.5M (+$5.5M)
Filed 2026-10-16
Ceera Investments, LLC
INCREASED
Shares71,580 from 28,709
Change+42,871 (+149%)
Value$5.4M (+$3.2M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares70,139 from 65,417
Change+4,722 (+7%)
Value$5.3M (+$360.1K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares70,052 from 50,912
Change+19,140 (+38%)
Value$5.3M (+$1.5M)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares68,672 from 69,798
Change-1,126 (-2%)
Value$5.2M (-$82.5K)
Filed 2026-10-22
Journey Advisory Group, LLC
INCREASED
Shares64,984 from 52,970
Change+12,014 (+23%)
Value$4.9M (+$911.8K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares64,864 from 46,017
Change+18,847 (+41%)
Value$4.9M (+$1.4M)
Filed 2026-11-05
Quattro Financial Advisors LLC
NEW
Shares64,572
Change+64,572
Value$4.9M
Filed 2026-10-15
Capital Investment Services of America, Inc.
INCREASED
Shares64,381 from 58,774
Change+5,607 (+10%)
Value$4.9M (+$426.9K)
Filed 2026-11-02
Raab & Moskowitz Asset Management LLC
NEW
Shares60,256
Change+60,256
Value$4.6M
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares59,579 from 17,895
Change+41,684 (+233%)
Value$4.5M (+$3.2M)
Filed 2026-11-05
Values First Advisors, Inc.
INCREASED
Shares59,523 from 2,947
Change+56,576 (+1920%)
Value$4.5M (+$4.3M)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares58,157 from 56,886
Change+1,271 (+2%)
Value$4.4M (+$98.5K)
Filed 2026-10-23
Scratch Capital LLC
DECREASED
Shares56,773 from 61,721
Change-4,948 (-8%)
Value$4.3M (-$372.2K)
Filed 2026-11-02
PFW Advisors LLC
DECREASED
Shares56,350 from 81,692
Change-25,342 (-31%)
Value$4.3M (-$1.9M)
Filed 2026-10-07
Level Wealth Management LLC
INCREASED
Shares54,879 from 45,291
Change+9,588 (+21%)
Value$4.2M (+$727.8K)
Filed 2026-10-23
Culbertson A N & Co Inc
INCREASED
Shares54,265 from 28,753
Change+25,512 (+89%)
Value$4.1M (+$1.9M)
Filed 2026-10-21
Pines Wealth Management, LLC
DECREASED
Shares54,138 from 54,158
Change-20 (0%)
Value$4.1M (+$652)
Filed 2026-10-21
Salem Investment Counselors Inc
DECREASED
Shares53,503 from 54,425
Change-922 (-2%)
Value$4.1M (-$67.6K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares50,574 from 37,671
Change+12,903 (+34%)
Value$3.8M (+$978.5K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares49,690 from 45,155
Change+4,535 (+10%)
Value$3.8M (+$345.2K)
Filed 2026-10-16
Vertrix Wealth Management, LLC
INCREASED
Shares49,529 from 47,130
Change+2,399 (+5%)
Value$3.8M (+$183.6K)
Filed 2026-10-13
Maltin Wealth Management, Inc.
INCREASED
Shares47,663 from 32,802
Change+14,861 (+45%)
Value$3.6M (+$1.1M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares47,143 from 27,216
Change+19,927 (+73%)
Value$3.6M (+$1.5M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares44,975 from 39,077
Change+5,898 (+15%)
Value$3.4M (+$448.2K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares44,628 from 33,779
Change+10,849 (+32%)
Value$3.4M (+$822.8K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares44,387 from 48,412
Change-4,025 (-8%)
Value$3.4K (-$3.7M)
Filed 2026-10-22
Inscription Capital, LLC
INCREASED
Shares43,845 from 40,554
Change+3,291 (+8%)
Value$3.3M (+$250.8K)
Filed 2026-11-02
Aurelius Family Office LLC
INCREASED
Shares43,657 from 6,127
Change+37,530 (+613%)
Value$3.3M (+$2.8M)
Filed 2026-10-23
Waterfront Wealth Inc.
NEW
Shares41,709
Change+41,709
Value$3.5M
Filed 2026-11-03
Seven Bridges Advisors LLC
NEW
Shares41,677
Change+41,677
Value$3.2M
Filed 2026-10-07
Sage Capital Advisors,llc
INCREASED
Shares40,747 from 37,330
Change+3,417 (+9%)
Value$3.1M (+$260.2K)
Filed 2026-10-13
Cassilly Financial Group LLC
DECREASED
Shares39,988 from 113,821
Change-73,833 (-65%)
Value$3.0M (-$5.6M)
Filed 2026-10-07
Heck Capital Advisors, LLC
UNCHANGED
Shares39,700 from 39,700
Change0 (0%)
Value$3.0M (+$1.6K)
Filed 2026-10-14
Prentice Wealth Management LLC
NEW
Shares39,644
Change+39,644
Value$3.0M
Filed 2026-10-20
SpringVest Wealth Management LLC
NEW
Shares39,325
Change+39,325
Value$3.0M
Filed 2026-10-27
Planned Solutions, Inc.
DECREASED
Shares36,447 from 36,675
Change-228 (-1%)
Value$2.8M (-$15.8K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares35,310 from 60,593
Change-25,283 (-42%)
Value$2.7M (-$1.9M)
Filed 2026-10-19
Burney Co/
INCREASED
Shares34,000 from 13,067
Change+20,933 (+160%)
Value$2.6M (+$1.6M)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares33,999 from 33,643
Change+356 (+1%)
Value$2.6M (+$28.3K)
Filed 2026-10-22
Meredith Wealth Planning
INCREASED
Shares33,398 from 32,003
Change+1,395 (+4%)
Value$2.5M (+$106.9K)
Filed 2026-10-14
Quartz Partners, LLC
INCREASED
Shares33,097 from 8,284
Change+24,813 (+300%)
Value$2.5M (+$1.9M)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares32,803 from 32,819
Change-16 (0%)
Value$2.5M (+$104)
Filed 2026-10-16
Arbor Wealth Advisors LLC
INCREASED
Shares32,135 from 22,045
Change+10,090 (+46%)
Value$2.4M (+$764.9K)
Filed 2026-10-09
Obermeyer Wealth Partners
DECREASED
Shares30,684 from 31,082
Change-398 (-1%)
Value$2.3M (-$28.9K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares30,487 from 8,223
Change+22,264 (+271%)
Value$2.3M (+$1.7M)
Filed 2026-10-23
Able Financial Group, LLC
INCREASED
Shares30,482 from 22,196
Change+8,286 (+37%)
Value$2.3M (+$628.3K)
Filed 2026-10-14
Sterling Investment Management, LLC
DECREASED
Shares29,840 from 30,037
Change-197 (-1%)
Value$2.3M (-$13.7K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares28,082 from 13,500
Change+14,582 (+108%)
Value$2.1M (+$1.1M)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares27,915 from 26,557
Change+1,358 (+5%)
Value$2.1M (+$103.9K)
Filed 2026-11-05
NavPoint Financial, Inc.
DECREASED
Shares27,150 from 37,316
Change-10,166 (-27%)
Value$2.1M (-$768.2K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares26,881 from 30,448
Change-3,567 (-12%)
Value$2.0M (-$268.9K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares25,703 from 19,664
Change+6,039 (+31%)
Value$1.9M (+$458.1K)
Filed 2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED
Shares25,322 from 10,978
Change+14,344 (+131%)
Value$1.9M (+$1.1M)
Filed 2026-10-19
CoreCap Advisors, LLC
UNCHANGED
Shares24,291 from 24,291
Change0 (0%)
Value$1.8M (+$978)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares23,485 from 19,170
Change+4,315 (+23%)
Value$1.8M (+$327.5K)
Filed 2026-11-02
Lunt Capital Management, Inc.
INCREASED
Shares23,179 from 13,247
Change+9,932 (+75%)
Value$1.8M (+$752.6K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares23,140 from 16,851
Change+6,289 (+37%)
Value$1.8M (+$476.9K)
Filed 2026-11-05
Farrell Financial LLC
INCREASED
Shares22,886 from 18,734
Change+4,152 (+22%)
Value$1.7M (+$315.1K)
Filed 2026-10-16
Outbound Financial Inc
INCREASED
Shares22,681 from 4,038
Change+18,643 (+462%)
Value$1.7M (+$1.4M)
Filed 2026-10-13
Shayne & Jacobs, LLC
UNCHANGED
Shares22,510 from 22,510
Change0 (0%)
Value$1.7M (+$900)
Filed 2026-10-21
Successful Portfolios LLC
INCREASED
Shares22,016 from 16,270
Change+5,746 (+35%)
Value$1.7M (+$433.9K)
Filed 2026-10-09
Thrive Wealth Management, LLC
INCREASED
Shares21,215 from 18,185
Change+3,030 (+17%)
Value$1.6M (+$230.2K)
Filed 2026-10-13
GEN Financial Management, Inc.
INCREASED
Shares20,850 from 19,836
Change+1,014 (+5%)
Value$1.6M (+$77.6K)
Filed 2026-10-13
Worth Asset Management, LLC
INCREASED
Shares20,844 from 8,238
Change+12,606 (+153%)
Value$1.6M (+$954.9K)
Filed 2026-10-07
Aviance Capital Partners, LLC
NEW
Shares20,395
Change+20,395
Value$1.5M
Filed 2026-10-29
Legacy Advisory Services, LLC
DECREASED
Shares20,221 from 20,767
Change-546 (-3%)
Value$1.5M (-$40.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares20,010 from 18,524
Change+1,486 (+8%)
Value$1.5M (+$111.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares20,010 from 18,524
Change+1,486 (+8%)
Value$1.5M (+$111.5K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares18,767 from 7,058
Change+11,709 (+166%)
Value$1.4M (+$886.9K)
Filed 2026-10-19
Symmetry Partners, LLC
UNCHANGED
Shares18,496 from 18,496
Change0 (0%)
Value$1.4M (+$740)
Filed 2026-10-27
Praetorian Wealth Management, Inc.
UNCHANGED
Shares18,196 from 18,196
Change0 (0%)
Value$1.4M (+$728)
Filed 2026-10-16
Vision Capital Management, Inc.
DECREASED
Shares18,050 from 18,465
Change-415 (-2%)
Value$1.4M (-$30.7K)
Filed 2026-10-20
Prospera Capital Management, LLC
NEW
Shares17,987
Change+17,987
Value$1.4M
Filed 2026-10-19
rebel Financial LLC
NEW
Shares17,768
Change+17,768
Value$1.3M
Filed 2026-11-04
Asset One Wealth Management LLC
NEW
Shares17,760
Change+17,760
Value$1.3M
Filed 2026-11-02
Quadcap Wealth Management, LLC
INCREASED
Shares16,856 from 16,707
Change+149 (+1%)
Value$1.3M (+$12.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
NEW
Shares16,133
Change+16,133
Value$1.2M
Filed 2026-11-02
Guardsman Private Capital Management, Inc.
INCREASED
Shares16,075 from 13,293
Change+2,782 (+21%)
Value$1.2M (+$211.2K)
Filed 2026-10-19
Guardian Wealth Management, Inc.
DECREASED
Shares16,031 from 54,508
Change-38,477 (-71%)
Value$1.2M (-$2.9M)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares15,860 from 170,790
Change-154,930 (-91%)
Value$1.2M (-$11.7M)
Filed 2026-11-03
Ballast Financial Advisors LLC
INCREASED
Shares15,240 from 13,012
Change+2,228 (+17%)
Value$1.2M (+$169.3K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares15,154 from 12,971
Change+2,183 (+17%)
Value$1.1M (+$165.9K)
Filed 2026-11-05
Keystone Wealth Services, LLC
NEW
Shares15,123
Change+15,123
Value$1.1M
Filed 2026-11-03
Luminvest Wealth Management LLC
DECREASED
Shares14,852 from 34,273
Change-19,421 (-57%)
Value$1.1M (-$1.5M)
Filed 2026-10-14
Index Fund Advisors, Inc.
INCREASED
Shares14,762 from 12,563
Change+2,199 (+18%)
Value$1.1M (+$167.1K)
Filed 2026-11-05
Verus Financial Partners, Inc.
INCREASED
Shares14,317 from 13,103
Change+1,214 (+9%)
Value$1.1M (+$92.4K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares14,023 from 12,763
Change+1,260 (+10%)
Value$1.1M (+$95.9K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
NEW
Shares14,005
Change+14,005
Value$1.1M
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares13,776 from 15,031
Change-1,255 (-8%)
Value$1.0M (-$94.4K)
Filed 2026-11-04
Wheelhouse Advisory Group LLC
NEW
Shares13,724
Change+13,724
Value$1.0M
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares13,374 from 13,374
Change0 (0%)
Value$1.0M (+$535)
Filed 2026-10-09
Old National Bancorp
NEW
Shares13,249
Change+13,249
Value$1.0M
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares13,228 from 11,833
Change+1,395 (+12%)
Value$1.0M (+$106.1K)
Filed 2026-10-21
Evergreen Capital Management LLC
NEW
Shares13,227
Change+13,227
Value$1.0M
Filed 2026-10-23
Avestar Capital, LLC
UNCHANGED
Shares13,200 from 13,200
Change0 (0%)
Value$999.5K (+$528)
Filed 2026-10-28
Family CFO Inc
DECREASED
Shares13,162 from 14,528
Change-1,366 (-9%)
Value$996.6K (-$102.9K)
Filed 2026-10-30
M Holdings Securities, Inc.
NEW
Shares12,869
Change+12,869
Value$972
Filed 2026-11-03
Greenwood Gearhart LLC
NEW
Shares12,559
Change+12,559
Value$951.0K
Filed 2026-11-02
Bulwark Capital Corp
INCREASED
Shares12,376 from 10,795
Change+1,581 (+15%)
Value$937.1K (+$120.1K)
Filed 2026-10-13
Landmark Wealth Management, LLC
DECREASED
Shares12,268 from 13,027
Change-759 (-6%)
Value$928.9K (-$56.9K)
Filed 2026-11-03
Emerald Advisors, LLC
INCREASED
Shares12,156 from 9,363
Change+2,793 (+30%)
Value$920.5K (+$211.9K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
NEW
Shares11,832
Change+11,832
Value$895.9K
Filed 2026-11-03
Revisor Wealth Management LLC
NEW
Shares11,643
Change+11,643
Value$880.8K
Filed 2026-10-20
CWC Advisors, Llc.
INCREASED
Shares11,511 from 11,411
Change+100 (+1%)
Value$871.6K (+$8.0K)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares11,303 from 12,027
Change-724 (-6%)
Value$855.9K (-$54.3K)
Filed 2026-11-03
Forza Wealth Management, LLC
NEW
Shares11,200
Change+11,200
Value$848.1K
Filed 2026-10-20
Sage Mountain Advisors LLC
DECREASED
Shares10,851 from 19,283
Change-8,432 (-44%)
Value$821.6K (-$637.7K)
Filed 2026-11-02
Baskin Financial Services Inc.
UNCHANGED
Shares10,577 from 10,577
Change0 (0%)
Value$801 (+$1)
Filed 2026-10-19
Elm3 Financial Group, LLC
INCREASED
Shares10,270 from 9,820
Change+450 (+5%)
Value$777.7K (+$34.5K)
Filed 2026-10-07
KOM Wealth Management Group, LLC
DECREASED
Shares10,094 from 16,621
Change-6,527 (-39%)
Value$764.3K (-$493.5K)
Filed 2026-10-15
TMB Capital Partners, LLC
INCREASED
Shares9,747 from 9,440
Change+307 (+3%)
Value$738.0K (+$23.6K)
Filed 2026-10-20
Compass Wealth Management LLC
DECREASED
Shares9,564 from 9,748
Change-184 (-2%)
Value$724.2K (-$13.5K)
Filed 2026-10-22
Unique Wealth, LLC
INCREASED
Shares9,445 from 3,645
Change+5,800 (+159%)
Value$715.2K (+$439.3K)
Filed 2026-10-16
Wrenne Financial Planning LLC
DECREASED
Shares9,025 from 14,783
Change-5,758 (-39%)
Value$683.4K (-$435.4K)
Filed 2026-10-30
Pecaut & Co.
NEW
Shares8,687
Change+8,687
Value$657.8K
Filed 2026-10-27
Geneva Partners, LLC
INCREASED
Shares8,618 from 6,995
Change+1,623 (+23%)
Value$652.6K (+$123.2K)
Filed 2026-10-26
Approach Retirement Advisors, LLC
DECREASED
Shares8,438 from 9,258
Change-820 (-9%)
Value$639.0K (-$61.7K)
Filed 2026-10-22
Stokes Capital Advisors, LLC
NEW
Shares7,779
Change+7,779
Value$589.0K
Filed 2026-10-09
Sensenig Capital Advisors, Inc
INCREASED
Shares7,656 from 3,499
Change+4,157 (+119%)
Value$579.7K (+$314.9K)
Filed 2026-10-23
Pictet North America Advisors SA
INCREASED
Shares7,630 from 6,800
Change+830 (+12%)
Value$577.7K (+$63.1K)
Filed 2026-10-21
Avalon Capital Management
DECREASED
Shares7,597 from 7,600
Change-3 (0%)
Value$575.2K (+$77)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares7,261 from 967,024
Change-959,763 (-99%)
Value$549.8K (-$72.6M)
Filed 2026-10-09
Eastern Bank
DECREASED
Shares7,162 from 7,220
Change-58 (-1%)
Value$542.3K (-$4.1K)
Filed 2026-10-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,152 from 9,836
Change-2,684 (-27%)
Value$541.5K (-$202.8K)
Filed 2026-10-08
MidAtlantic Capital Management, Inc.
INCREASED
Shares7,081 from 6,285
Change+796 (+13%)
Value$536.2K (+$60.5K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares6,976 from 22,950
Change-15,974 (-70%)
Value$528.2K (-$1.2M)
Filed 2026-10-22
Core Wealth Partners LLC
NEW
Shares6,600
Change+6,600
Value$499.8K
Filed 2026-11-02
Arnold Financial Planning LLC
NEW
Shares6,376
Change+6,376
Value$482.8K
Filed 2026-10-20
Marks Wealth, LLC
INCREASED
Shares6,264 from 3,302
Change+2,962 (+90%)
Value$474.3K (+$224.4K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares6,204 from 5,687
Change+517 (+9%)
Value$469.8K (+$39.4K)
Filed 2026-10-19
Community Trust & Investment Co
INCREASED
Shares6,054 from 5,960
Change+94 (+2%)
Value$458.4K (+$7.4K)
Filed 2026-10-15
Pacifica Partners Inc.
UNCHANGED
Shares5,963 from 5,963
Change0 (0%)
Value$450.3K (-$60)
Filed 2026-10-09
Essex LLC
DECREASED
Shares5,872 from 9,091
Change-3,219 (-35%)
Value$444.6K (-$243.4K)
Filed 2026-10-14
Western Financial Corp
DECREASED
Shares5,731 from 8,298
Change-2,567 (-31%)
Value$434.0K (-$194.1K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares5,570 from 5,464
Change+106 (+2%)
Value$421.8K (+$8.4K)
Filed 2026-10-13
AA Financial Advisors, LLC
UNCHANGED
Shares5,422 from 5,422
Change0 (0%)
Value$410.6K (+$217)
Filed 2026-10-19
Secure Asset Management, LLC
NEW
Shares5,376
Change+5,376
Value$407.1K
Filed 2026-10-19
Carroll Advisory Group, LLC
DECREASED
Shares5,362 from 5,615
Change-253 (-5%)
Value$406.0K (-$18.9K)
Filed 2026-10-16
Affinity Capital Advisors, LLC
INCREASED
Shares5,216 from 5,085
Change+131 (+3%)
Value$394.3K (+$10.3K)
Filed 2026-10-13
Coyle Financial Counsel LLC
UNCHANGED
Shares5,080 from 5,080
Change0 (0%)
Value$384.7K (+$204)
Filed 2026-10-28
Pennsylvania Capital Management Inc
DECREASED
Shares5,008 from 5,529
Change-521 (-9%)
Value$379.2K (-$39.2K)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares4,736 from 5,540
Change-804 (-15%)
Value$358.6K (-$60.7K)
Filed 2026-10-14
Perennial Advisors, LLC
NEW
Shares4,685
Change+4,685
Value$354.7K
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares4,651 from 4,625
Change+26 (+1%)
Value$352.2K (+$2.2K)
Filed 2026-11-05
Americana Partners, LLC
UNCHANGED
Shares4,633 from 4,633
Change0 (0%)
Value$350.8K (+$186)
Filed 2026-10-28
Pillar Financial Advisors, LLC
INCREASED
Shares4,510 from 3,198
Change+1,312 (+41%)
Value$341.5K (+$99.5K)
Filed 2026-10-21
Destiny Wealth Partners, LLC
UNCHANGED
Shares4,457 from 4,457
Change0 (0%)
Value$336.7K (-$847)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
NEW
Shares4,391
Change+4,391
Value$332.5K
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares4,254 from 3,650
Change+604 (+17%)
Value$322.1K (+$45.9K)
Filed 2026-11-03
Eclectic Associates Inc
INCREASED
Shares4,213 from 4,143
Change+70 (+2%)
Value$319.0K (+$5.5K)
Filed 2026-10-09
Johnson & White Wealth Management, LLC
NEW
Shares4,056
Change+4,056
Value$307.1K
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares4,030 from 2,350
Change+1,680 (+71%)
Value$305.1K (+$127.3K)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
DECREASED
Shares4,020 from 4,695
Change-675 (-14%)
Value$304.4K (-$50.9K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares4,015 from 3,490
Change+525 (+15%)
Value$304.0K (+$39.9K)
Filed 2026-10-14
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares3,974 from 3,974
Change0 (0%)
Value$300.9K (+$159)
Filed 2026-11-02
Independent Financial Group, LLC
NEW
Shares3,834
Change+3,834
Value$290.3K
Filed 2026-10-13
CWS Financial Advisors, LLC
INCREASED
Shares3,745 from 3,607
Change+138 (+4%)
Value$283.6K (+$10.6K)
Filed 2026-10-16
Wedmont Private Capital
DECREASED
Shares3,678 from 23,206
Change-19,528 (-84%)
Value$277.9K (-$1.5M)
Filed 2026-10-09
Oppenheimer & Co Inc
NEW
Shares3,544
Change+3,544
Value$268.4K
Filed 2026-10-26
Howard Wealth Management, LLC
INCREASED
Shares3,378 from 2,973
Change+405 (+14%)
Value$255.8K (+$30.8K)
Filed 2026-10-28
Courier Capital LLC
DECREASED
Shares3,310 from 4,633
Change-1,323 (-29%)
Value$250.6K (-$100.0K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares3,301 from 2,882
Change+419 (+15%)
Value$250.0K (+$31.8K)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares3,246 from 9,776
Change-6,530 (-67%)
Value$245.8K (-$494.1K)
Filed 2026-10-28
Ascent Group, LLC
UNCHANGED
Shares3,166 from 3,166
Change0 (0%)
Value$239.7K (+$127)
Filed 2026-10-30
Focused Wealth Management, Inc
DECREASED
Shares3,153 from 9,099
Change-5,946 (-65%)
Value$238.8K (-$449.9K)
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED
Shares3,117 from 10,400
Change-7,283 (-70%)
Value$236.0K (-$551.1K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
DECREASED
Shares3,105 from 320,743
Change-317,638 (-99%)
Value$235.1K (-$24.0M)
Filed 2026-10-21
RCS Financial Planning, LLC
NEW
Shares3,023
Change+3,023
Value$228.9K
Filed 2026-10-14
Mirador Capital Partners LP
NEW
Shares2,910
Change+2,910
Value$220.3K
Filed 2026-10-09
Mills Wealth Advisors LLC
DECREASED
Shares2,878 from 16,058
Change-13,180 (-82%)
Value$217.9K (-$997.3K)
Filed 2026-10-22
Financial Architects, LLC
NEW
Shares2,775
Change+2,775
Value$210.1K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares2,771 from 2,721
Change+50 (+2%)
Value$209.8K (+$3.9K)
Filed 2026-10-21
Tull Financial Group, Inc.
DECREASED
Shares2,719 from 5,949
Change-3,230 (-54%)
Value$205.9K (-$244.4K)
Filed 2026-11-05
Verum Partners LLC
DECREASED
Shares2,698 from 7,917
Change-5,219 (-66%)
Value$204.3K (-$394.8K)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares2,684 from 2,539
Change+145 (+6%)
Value$203.2K (+$11.1K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares1,587 from 1,352
Change+235 (+17%)
Value$120.1K (+$17.8K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$102.2K (+$54)
Filed 2026-10-27
Tsfg, LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$89 (-$88.9K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,159 from 1,154
Change+5 (+0%)
Value$88 (-$49.9K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares1,104 from 1,201
Change-97 (-8%)
Value$83.6K (-$7.3K)
Filed 2026-11-04
Factorial Partners, LLC
NEW
Shares1,000
Change+1,000
Value$75.7K
Filed 2026-10-05
Financial Management Professionals, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$75.7K (+$40)
Filed 2026-10-23
Fiduciary Advisors, Inc.
INCREASED
Shares994 from 935
Change+59 (+6%)
Value$75.3K (+$4.5K)
Filed 2026-10-16
Evermay Wealth Management LLC
NEW
Shares925
Change+925
Value$70.0K
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares886 from 1,003
Change-117 (-12%)
Value$67.1K (-$8.8K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$60.6K (+$32)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares760
Change+760
Value$57.5K
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$55.9K (+$29)
Filed 2026-10-29
Quaker Wealth Management, LLC
DECREASED
Shares300 from 30,034
Change-29,734 (-99%)
Value$22.7K (-$2.3M)
Filed 2026-10-22
Redwood Park Advisors LLC
NEW
Shares291
Change+291
Value$22.0K
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares276
Change+276
Value$20.9K
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares253 from 580
Change-327 (-56%)
Value$19.2K (-$24.7K)
Filed 2026-11-04
Deane Retirement Strategies, Inc.
NEW
Shares203
Change+203
Value$15.4K
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares146
Change+146
Value$11.1K
Filed 2026-10-29
DecisionPoint Financial, LLC
NEW
Shares132
Change+132
Value$10.0K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares125 from 13
Change+112 (+862%)
Value$9.5K (+$8.5K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.6K (+$4)
Filed 2026-10-23
Cape Investment Advisory, Inc.
NEW
Shares83
Change+83
Value$6.3K
Filed 2026-10-13
Bare Financial Services, Inc
NEW
Shares33
Change+33
Value$2.5K
Filed 2026-11-04
Split Rock Private Trading & Wealth Management, LLC
CLOSED
Shares0 from 24,826
Change-24,826 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-15
Professional Advisory Services Inc
CLOSED
Shares0 from 15,775
Change-15,775 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-08
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 7,108
Change-7,108 (-100%)
Value$0 (-$537.9K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 6,864
Change-6,864 (-100%)
Value$0 (-$519.5K)
Filed 2026-10-22
BIP Wealth, LLC
CLOSED
Shares0 from 5,463
Change-5,463 (-100%)
Value$0 (-$413.4K)
Filed 2026-10-22
CPA Asset Management Group, LLC
CLOSED
Shares0 from 5,437
Change-5,437 (-100%)
Value$0 (-$411.4K)
Filed 2026-10-26
HMS Capital Management, LLC
CLOSED
Shares0 from 4,303
Change-4,303 (-100%)
Value$0 (-$325.7K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 3,360
Change-3,360 (-100%)
Value$0 (-$254.3K)
Filed 2026-10-30
Essex Bank
CLOSED
Shares0 from 2,930
Change-2,930 (-100%)
Value$0 (-$221.7K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
CLOSED
Shares0 from 2,813
Change-2,813 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-19
Town Capital LLC
CLOSED
Shares0 from 2,764
Change-2,764 (-100%)
Value$0 (-$209.2K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$908)
Filed 2026-10-15
Elm Partners Management LLC
N/A
Shares— from 5,697,819
Change-5,697,819 (-100%)
Value—
WIT, LLC
N/A
Shares— from 5,483,220
Change-5,483,220 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,473,459
Change-2,473,459 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,381,031
Change-2,381,031 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,295,655
Change-2,295,655 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,038,414
Change-2,038,414 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,375,765
Change-1,375,765 (-100%)
Value—
UBS Group AG
N/A
Shares— from 830,196
Change-830,196 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 791,710
Change-791,710 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 686,345
Change-686,345 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 639,028
Change-639,028 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 629,035
Change-629,035 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 606,182
Change-606,182 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 570,543
Change-570,543 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 359,477
Change-359,477 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 345,541
Change-345,541 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 337,174
Change-337,174 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 316,787
Change-316,787 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 312,941
Change-312,941 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 304,976
Change-304,976 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 294,437
Change-294,437 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 278,340
Change-278,340 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 260,280
Change-260,280 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 232,718
Change-232,718 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 228,655
Change-228,655 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 220,015
Change-220,015 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 218,774
Change-218,774 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 216,777
Change-216,777 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 215,300
Change-215,300 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 212,630
Change-212,630 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 205,882
Change-205,882 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 203,637
Change-203,637 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 189,195
Change-189,195 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 167,513
Change-167,513 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 162,810
Change-162,810 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 157,454
Change-157,454 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 146,162
Change-146,162 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 138,816
Change-138,816 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 136,655
Change-136,655 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 134,338
Change-134,338 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 134,034
Change-134,034 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 131,228
Change-131,228 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 123,662
Change-123,662 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 121,657
Change-121,657 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 114,851
Change-114,851 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 113,999
Change-113,999 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 112,943
Change-112,943 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 111,335
Change-111,335 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 104,631
Change-104,631 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 102,072
Change-102,072 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 102,045
Change-102,045 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 101,352
Change-101,352 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 92,693
Change-92,693 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 92,559
Change-92,559 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 86,773
Change-86,773 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 82,836
Change-82,836 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 77,252
Change-77,252 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 76,446
Change-76,446 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 72,296
Change-72,296 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 70,855
Change-70,855 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 61,799
Change-61,799 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 59,358
Change-59,358 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 57,635
Change-57,635 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 56,089
Change-56,089 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 53,418
Change-53,418 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 53,135
Change-53,135 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 52,819
Change-52,819 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 51,067
Change-51,067 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 49,656
Change-49,656 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 45,804
Change-45,804 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 44,809
Change-44,809 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 41,629
Change-41,629 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 41,629
Change-41,629 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,466
Change-41,466 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,396
Change-40,396 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 38,435
Change-38,435 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 38,152
Change-38,152 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 36,623
Change-36,623 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 35,983
Change-35,983 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 34,822
Change-34,822 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 33,271
Change-33,271 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 33,061
Change-33,061 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 31,778
Change-31,778 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 28,901
Change-28,901 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 28,240
Change-28,240 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 28,205
Change-28,205 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,349
Change-26,349 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 24,783
Change-24,783 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 24,548
Change-24,548 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 24,272
Change-24,272 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 24,122
Change-24,122 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 21,468
Change-21,468 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,782
Change-20,782 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,171
Change-20,171 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,929
Change-19,929 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 19,820
Change-19,820 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 19,560
Change-19,560 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,216
Change-19,216 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 19,210
Change-19,210 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 19,064
Change-19,064 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 18,292
Change-18,292 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,166
Change-18,166 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 17,719
Change-17,719 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
&partners
N/A
Shares— from 16,037
Change-16,037 (-100%)
Value—
FCA Corp
N/A
Shares— from 15,580
Change-15,580 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,813
Change-14,813 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,886
Change-12,886 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 12,284
Change-12,284 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,094
Change-12,094 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,836
Change-11,836 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 11,697
Change-11,697 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 9,240
Change-9,240 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,166
Change-8,166 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 821
Change-821 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 439
Change-439 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 322
Change-322 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 286
Change-286 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 258
Change-258 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 98
Change-98 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Evanson Financial, LLC
INCREASED2,150,9792,015,129+135,850+7%$152.5M$162.9M+$10.4M2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED1,696,0731,417,380+278,693+20%$107.3M$128.4M+$21.2M2026-10-30
Randolph Co Inc
INCREASED1,608,139995,026+613,113+62%$75.3M$121.8M+$46.5M2026-10-23
AWM Capital, LLC
INCREASED1,384,093698,414+685,679+98%$52.9M$104.8M+$51.9M2026-10-16
BetterWealth, LLC
INCREASED1,085,581682,813+402,768+59%$51.7M$82.2M+$30.5M2026-10-15
Thompson Siegel & Walmsley LLC
INCREASED930,219296,971+633,248+213%$22.5M$70.4K-$22.4M2026-11-05
Greenhaven Associates Inc
INCREASED858,916662,000+196,916+30%$50.1M$65.0M+$14.9M2026-10-26
FSA Investment Group, LLC
DECREASED796,647888,079-91,432-10%$67.2M$60.3M-$6.9M2026-10-07
Mirae Asset Global Investments Co., Ltd.
INCREASED717,000477,000+240,000+50%$36.1M$54.3M+$18.2M2026-11-03
Altiora Financial Group, LLC
INCREASED635,232477,767+157,465+33%$36.2M$48.1M+$11.9M2026-11-04
Pathway Financial Advisors LLC
INCREASED570,107412,146+157,961+38%$31.1M$43.2M+$12.0M2026-10-07
Anderson Hoagland & Co
INCREASED495,787375,921+119,866+32%$28.4M$37.5M+$9.1M2026-10-23
Fortitude Family Office, LLC
INCREASED492,079393,282+98,797+25%$29.8M$37.3M+$7.5M2026-10-14
Cypress Capital, LLC
INCREASED463,153454,572+8,581+2%$34.4M$35.1M+$667.9K2026-10-20
Apella Capital, LLC
INCREASED460,071411,969+48,102+12%$31.1M$34.8M+$3.7M2026-10-08
Truist Financial Corp
INCREASED458,792307,599+151,193+49%$23.3M$34.7M+$11.5M2026-10-30
Garde Capital, Inc.
INCREASED353,562252,241+101,321+40%$19.1M$26.8M+$7.7M2026-10-29
Kohmann Bosshard Financial Services, LLC
INCREASED352,071333,308+18,763+6%$25.2M$26.7M+$1.4M2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
INCREASED322,457291,022+31,435+11%$22.0M$24.4M+$2.4M2026-10-09
Absolute Capital Management, LLC
INCREASED292,500137,700+154,800+112%$10.4M$22.1M+$11.7M2026-10-16
JIM Saulnier & Associates, LLC
DECREASED277,113295,874-18,761-6%$22.4M$21.0M-$1.4M2026-11-04
EverSource Wealth Advisors, LLC
INCREASED260,573194,532+66,041+34%$14.7M$19.7M+$5.0M2026-11-04
eCIO, Inc.
INCREASED245,700171,059+74,641+44%$12.9M$18.6M+$5.6M2026-11-02
Blume Capital Management, Inc.
DECREASED242,777337,853-95,076-28%$25.6M$18.4M-$7.2M2026-10-26
Morton Capital Management LLC
INCREASED236,25117,190+219,061+1274%$1.3M$17.9M+$16.6M2026-10-23
HB Wealth Management, LLC
INCREASED220,72712,866+207,861+1616%$973.7K$16.7M+$15.7M2026-10-23
Decker Retirement Planning Inc.
NEW210,225—+210,225——$15.9M—2026-10-19
JBR Co Financial Management Inc
DECREASED194,073196,853-2,780-1%$14.9M$14.6M-$249.2K2026-10-13
Brookstone Capital Management
INCREASED179,68272,934+106,748+146%$5.5M$13.6M+$8.1M2026-10-22
Clear Creek Financial Management, LLC
DECREASED173,425192,880-19,455-10%$14.6M$13.1M-$1.5M2026-10-28
Chatham Capital Group, Inc.
INCREASED168,570164,210+4,360+3%$12.4M$12.8M+$336.7K2026-10-16
Sage Rhino Capital LLC
INCREASED165,805134,319+31,486+23%$10.2M$12.6M+$2.4M2026-10-28
Jessup Wealth Management, Inc
NEW158,167—+158,167——$12.0M—2026-10-20
SJS Investment Consulting Inc.
INCREASED147,433100,758+46,675+46%$7.6M$11.2M+$3.5M2026-10-26
Rossmore Private Capital
DECREASED146,320202,544-56,224-28%$15.3M$11.1M-$4.2M2026-10-27
Englebert Financial Advisers, LLC
DECREASED141,382149,475-8,093-5%$11.3M$10.7M-$606.8K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED138,34325,874+112,469+435%$2.0M$10.5M+$8.5M2026-10-13
Lakewood Asset Management LLC
INCREASED133,241122,017+11,224+9%$9.2M$10.1M+$854.7K2026-10-26
Summit Global Investments
INCREASED129,738117,967+11,771+10%$8.9M$9.8K-$8.9M2026-10-28
Rose Capital Advisors LLC
NEW128,716—+128,716——$9.7M—2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED124,99260,902+64,090+105%$4.6M$9.5K-$4.6M2026-11-02
Greenspring Advisors, LLC
INCREASED115,78282,947+32,835+40%$6.3M$8.8M+$2.5M2026-11-05
Stonebridge Financial Group, LLC
DECREASED108,306110,080-1,774-2%$8.3M$8.2M-$129.9K2026-10-01
Burton Enright Welch
INCREASED107,47263,128+44,344+70%$4.8M$8.1M+$3.4M2026-11-04
Willow Creek Wealth Management Inc.
INCREASED105,214102,528+2,686+3%$7.8M$8.0M+$207.5K2026-10-26
Creative Planning
INCREASED101,35587,833+13,522+15%$6.6M$7.7M+$1.0M2026-11-02
Factor Wealth Management LTD
INCREASED99,18126,163+73,018+279%$2.0M$7.5M+$5.5M2026-10-08
Peak Financial Advisors LLC
INCREASED98,8774,389+94,488+2153%$332.1K$7.5M+$7.2M2026-10-28
Studio Investment Management LLC
NEW97,939—+97,939——$7.4M—2026-10-22
Foundry Financial LLC
INCREASED97,34883,378+13,970+17%$6.3M$7.4M+$1.1M2026-10-16
Robinswood Financial LLC
INCREASED96,91466,157+30,757+46%$5.0M$7.3M+$2.3M2026-10-20
Alchemi Wealth, LLC
INCREASED95,70062,839+32,861+52%$4.8M$7.2M+$2.5M2026-11-04
TPG Advisors LLC
INCREASED89,89066,243+23,647+36%$5.0M$6.8M+$1.8M2026-10-16
Balentine LLC
DECREASED89,340138,941-49,601-36%$10.5M$6.8M-$3.8M2026-11-03
Manuka Financial, LLC
INCREASED86,53168,054+18,477+27%$5.2M$6.6M+$1.4M2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED86,26291,267-5,005-5%$6.9M$6.5M-$375.3K2026-10-15
Ledgewood Wealth Advisors, LLC
INCREASED83,40478,806+4,598+6%$6.0M$6.3M+$351.3K2026-10-09
Arbor Investment Advisors, LLC
UNCHANGED80,44480,44400%$6.1M$6.1M+$3.2K2026-10-26
Unison Advisors LLC
INCREASED73,70065,038+8,662+13%$4.9M$5.6M+$658.5K2026-10-29
TD Waterhouse Canada Inc.
INCREASED73,489490+72,999+14898%$37.0K$5.5M+$5.5M2026-10-16
Ceera Investments, LLC
INCREASED71,58028,709+42,871+149%$2.2M$5.4M+$3.2M2026-11-02
Apollon Wealth Management, LLC
INCREASED70,13965,417+4,722+7%$5.0M$5.3M+$360.1K2026-10-23
Daymark Wealth Partners, LLC
INCREASED70,05250,912+19,140+38%$3.9M$5.3M+$1.5M2026-11-04
Perigon Wealth Management, LLC
DECREASED68,67269,798-1,126-2%$5.3M$5.2M-$82.5K2026-10-22
Journey Advisory Group, LLC
INCREASED64,98452,970+12,014+23%$4.0M$4.9M+$911.8K2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED64,86446,017+18,847+41%$3.5M$4.9M+$1.4M2026-11-05
Quattro Financial Advisors LLC
NEW64,572—+64,572——$4.9M—2026-10-15
Capital Investment Services of America, Inc.
INCREASED64,38158,774+5,607+10%$4.4M$4.9M+$426.9K2026-11-02
Raab & Moskowitz Asset Management LLC
NEW60,256—+60,256——$4.6M—2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED59,57917,895+41,684+233%$1.4M$4.5M+$3.2M2026-11-05
Values First Advisors, Inc.
INCREASED59,5232,947+56,576+1920%$223.0K$4.5M+$4.3M2026-10-23
Sowell Financial Services LLC
INCREASED58,15756,886+1,271+2%$4.3M$4.4M+$98.5K2026-10-23
Scratch Capital LLC
DECREASED56,77361,721-4,948-8%$4.7M$4.3M-$372.2K2026-11-02
PFW Advisors LLC
DECREASED56,35081,692-25,342-31%$6.2M$4.3M-$1.9M2026-10-07
Level Wealth Management LLC
INCREASED54,87945,291+9,588+21%$3.4M$4.2M+$727.8K2026-10-23
Culbertson A N & Co Inc
INCREASED54,26528,753+25,512+89%$2.2M$4.1M+$1.9M2026-10-21
Pines Wealth Management, LLC
DECREASED54,13854,158-200%$4.1M$4.1M+$6522026-10-21
Salem Investment Counselors Inc
DECREASED53,50354,425-922-2%$4.1M$4.1M-$67.6K2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED50,57437,671+12,903+34%$2.9M$3.8M+$978.5K2026-10-29
CRA Financial Services, LLC
INCREASED49,69045,155+4,535+10%$3.4M$3.8M+$345.2K2026-10-16
Vertrix Wealth Management, LLC
INCREASED49,52947,130+2,399+5%$3.6M$3.8M+$183.6K2026-10-13
Maltin Wealth Management, Inc.
INCREASED47,66332,802+14,861+45%$2.5M$3.6M+$1.1M2026-10-13
Farther Finance Advisors, LLC
INCREASED47,14327,216+19,927+73%$2.1M$3.6M+$1.5M2026-10-08
Commonwealth Equity Services, LLC
INCREASED44,97539,077+5,898+15%$3.0M$3.4M+$448.2K2026-11-02
Brighton Jones LLC
INCREASED44,62833,779+10,849+32%$2.6M$3.4M+$822.8K2026-11-03
Wedbush Securities Inc
DECREASED44,38748,412-4,025-8%$3.7M$3.4K-$3.7M2026-10-22
Inscription Capital, LLC
INCREASED43,84540,554+3,291+8%$3.1M$3.3M+$250.8K2026-11-02
Aurelius Family Office LLC
INCREASED43,6576,127+37,530+613%$463.7K$3.3M+$2.8M2026-10-23
Waterfront Wealth Inc.
NEW41,709—+41,709——$3.5M—2026-11-03
Seven Bridges Advisors LLC
NEW41,677—+41,677——$3.2M—2026-10-07
Sage Capital Advisors,llc
INCREASED40,74737,330+3,417+9%$2.8M$3.1M+$260.2K2026-10-13
Cassilly Financial Group LLC
DECREASED39,988113,821-73,833-65%$8.6M$3.0M-$5.6M2026-10-07
Heck Capital Advisors, LLC
UNCHANGED39,70039,70000%$3.0M$3.0M+$1.6K2026-10-14
Prentice Wealth Management LLC
NEW39,644—+39,644——$3.0M—2026-10-20
SpringVest Wealth Management LLC
NEW39,325—+39,325——$3.0M—2026-10-27
Planned Solutions, Inc.
DECREASED36,44736,675-228-1%$2.8M$2.8M-$15.8K2026-10-19
CWA Asset Management Group, LLC
DECREASED35,31060,593-25,283-42%$4.6M$2.7M-$1.9M2026-10-19
Burney Co/
INCREASED34,00013,067+20,933+160%$988.9K$2.6M+$1.6M2026-10-15
Midwest Trust Co
INCREASED33,99933,643+356+1%$2.5M$2.6M+$28.3K2026-10-22
Meredith Wealth Planning
INCREASED33,39832,003+1,395+4%$2.4M$2.5M+$106.9K2026-10-14
Quartz Partners, LLC
INCREASED33,0978,284+24,813+300%$626.9K$2.5M+$1.9M2026-11-03
PFG Advisors
DECREASED32,80332,819-160%$2.5M$2.5M+$1042026-10-16
Arbor Wealth Advisors LLC
INCREASED32,13522,045+10,090+46%$1.7M$2.4M+$764.9K2026-10-09
Obermeyer Wealth Partners
DECREASED30,68431,082-398-1%$2.4M$2.3M-$28.9K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED30,4878,223+22,264+271%$622.3K$2.3M+$1.7M2026-10-23
Able Financial Group, LLC
INCREASED30,48222,196+8,286+37%$1.7M$2.3M+$628.3K2026-10-14
Sterling Investment Management, LLC
DECREASED29,84030,037-197-1%$2.3M$2.3M-$13.7K2026-10-16
Citizens Financial Group Inc
INCREASED28,08213,500+14,582+108%$1.0M$2.1M+$1.1M2026-10-23
Central Trust Co
INCREASED27,91526,557+1,358+5%$2.0M$2.1M+$103.9K2026-11-05
NavPoint Financial, Inc.
DECREASED27,15037,316-10,166-27%$2.8M$2.1M-$768.2K2026-10-21
IFP Advisors, Inc
DECREASED26,88130,448-3,567-12%$2.3M$2.0M-$268.9K2026-10-16
Triumph Capital Management
INCREASED25,70319,664+6,039+31%$1.5M$1.9M+$458.1K2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED25,32210,978+14,344+131%$830.8K$1.9M+$1.1M2026-10-19
CoreCap Advisors, LLC
UNCHANGED24,29124,29100%$1.8M$1.8M+$9782026-10-08
Kestra Advisory Services, LLC
INCREASED23,48519,170+4,315+23%$1.5M$1.8M+$327.5K2026-11-02
Lunt Capital Management, Inc.
INCREASED23,17913,247+9,932+75%$1.0M$1.8M+$752.6K2026-10-30
Bank of New York Mellon Corp
INCREASED23,14016,851+6,289+37%$1.3M$1.8M+$476.9K2026-11-05
Farrell Financial LLC
INCREASED22,88618,734+4,152+22%$1.4M$1.7M+$315.1K2026-10-16
Outbound Financial Inc
INCREASED22,6814,038+18,643+462%$305.6K$1.7M+$1.4M2026-10-13
Shayne & Jacobs, LLC
UNCHANGED22,51022,51000%$1.7M$1.7M+$9002026-10-21
Successful Portfolios LLC
INCREASED22,01616,270+5,746+35%$1.2M$1.7M+$433.9K2026-10-09
Thrive Wealth Management, LLC
INCREASED21,21518,185+3,030+17%$1.4M$1.6M+$230.2K2026-10-13
GEN Financial Management, Inc.
INCREASED20,85019,836+1,014+5%$1.5M$1.6M+$77.6K2026-10-13
Worth Asset Management, LLC
INCREASED20,8448,238+12,606+153%$623.5K$1.6M+$954.9K2026-10-07
Aviance Capital Partners, LLC
NEW20,395—+20,395——$1.5M—2026-10-29
Legacy Advisory Services, LLC
DECREASED20,22120,767-546-3%$1.6M$1.5M-$40.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED20,01018,524+1,486+8%$1.4M$1.5M+$111.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED20,01018,524+1,486+8%$1.4M$1.5M+$111.5K2026-10-20
Archford Capital Strategies, LLC
INCREASED18,7677,058+11,709+166%$534.1K$1.4M+$886.9K2026-10-19
Symmetry Partners, LLC
UNCHANGED18,49618,49600%$1.4M$1.4M+$7402026-10-27
Praetorian Wealth Management, Inc.
UNCHANGED18,19618,19600%$1.4M$1.4M+$7282026-10-16
Vision Capital Management, Inc.
DECREASED18,05018,465-415-2%$1.4M$1.4M-$30.7K2026-10-20
Prospera Capital Management, LLC
NEW17,987—+17,987——$1.4M—2026-10-19
rebel Financial LLC
NEW17,768—+17,768——$1.3M—2026-11-04
Asset One Wealth Management LLC
NEW17,760—+17,760——$1.3M—2026-11-02
Quadcap Wealth Management, LLC
INCREASED16,85616,707+149+1%$1.3M$1.3M+$12.0K2026-11-02
International Assets Investment Management, LLC
NEW16,133—+16,133——$1.2M—2026-11-02
Guardsman Private Capital Management, Inc.
INCREASED16,07513,293+2,782+21%$1.0M$1.2M+$211.2K2026-10-19
Guardian Wealth Management, Inc.
DECREASED16,03154,508-38,477-71%$4.1M$1.2M-$2.9M2026-10-30
HUB Investment Partners, LLC
DECREASED15,860170,790-154,930-91%$12.9M$1.2M-$11.7M2026-11-03
Ballast Financial Advisors LLC
INCREASED15,24013,012+2,228+17%$984.7K$1.2M+$169.3K2026-10-26
Joel Isaacson & Co., LLC
INCREASED15,15412,971+2,183+17%$981.6K$1.1M+$165.9K2026-11-05
Keystone Wealth Services, LLC
NEW15,123—+15,123——$1.1M—2026-11-03
Luminvest Wealth Management LLC
DECREASED14,85234,273-19,421-57%$2.6M$1.1M-$1.5M2026-10-14
Index Fund Advisors, Inc.
INCREASED14,76212,563+2,199+18%$950.7K$1.1M+$167.1K2026-11-05
Verus Financial Partners, Inc.
INCREASED14,31713,103+1,214+9%$991.7K$1.1M+$92.4K2026-10-29
Fifth Third Bancorp
INCREASED14,02312,763+1,260+10%$965.9K$1.1M+$95.9K2026-11-05
Acumen Wealth Advisors, LLC
NEW14,005—+14,005——$1.1M—2026-11-05
Lido Advisors, LLC
DECREASED13,77615,031-1,255-8%$1.1M$1.0M-$94.4K2026-11-04
Wheelhouse Advisory Group LLC
NEW13,724—+13,724——$1.0M—2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED13,37413,37400%$1.0M$1.0M+$5352026-10-09
Old National Bancorp
NEW13,249—+13,249——$1.0M—2026-10-20
Ejmk Ventures LLC
INCREASED13,22811,833+1,395+12%$895.5K$1.0M+$106.1K2026-10-21
Evergreen Capital Management LLC
NEW13,227—+13,227——$1.0M—2026-10-23
Avestar Capital, LLC
UNCHANGED13,20013,20000%$999.0K$999.5K+$5282026-10-28
Family CFO Inc
DECREASED13,16214,528-1,366-9%$1.1M$996.6K-$102.9K2026-10-30
M Holdings Securities, Inc.
NEW12,869—+12,869——$972—2026-11-03
Greenwood Gearhart LLC
NEW12,559—+12,559——$951.0K—2026-11-02
Bulwark Capital Corp
INCREASED12,37610,795+1,581+15%$817.0K$937.1K+$120.1K2026-10-13
Landmark Wealth Management, LLC
DECREASED12,26813,027-759-6%$985.8K$928.9K-$56.9K2026-11-03
Emerald Advisors, LLC
INCREASED12,1569,363+2,793+30%$708.6K$920.5K+$211.9K2026-10-13
Ashton Thomas Private Wealth, LLC
NEW11,832—+11,832——$895.9K—2026-11-03
Revisor Wealth Management LLC
NEW11,643—+11,643——$880.8K—2026-10-20
CWC Advisors, Llc.
INCREASED11,51111,411+100+1%$863.6K$871.6K+$8.0K2026-10-15
Parallel Advisors, LLC
DECREASED11,30312,027-724-6%$910.2K$855.9K-$54.3K2026-11-03
Forza Wealth Management, LLC
NEW11,200—+11,200——$848.1K—2026-10-20
Sage Mountain Advisors LLC
DECREASED10,85119,283-8,432-44%$1.5M$821.6K-$637.7K2026-11-02
Baskin Financial Services Inc.
UNCHANGED10,57710,57700%$800$801+$12026-10-19
Elm3 Financial Group, LLC
INCREASED10,2709,820+450+5%$743.2K$777.7K+$34.5K2026-10-07
KOM Wealth Management Group, LLC
DECREASED10,09416,621-6,527-39%$1.3M$764.3K-$493.5K2026-10-15
TMB Capital Partners, LLC
INCREASED9,7479,440+307+3%$714.4K$738.0K+$23.6K2026-10-20
Compass Wealth Management LLC
DECREASED9,5649,748-184-2%$737.7K$724.2K-$13.5K2026-10-22
Unique Wealth, LLC
INCREASED9,4453,645+5,800+159%$275.9K$715.2K+$439.3K2026-10-16
Wrenne Financial Planning LLC
DECREASED9,02514,783-5,758-39%$1.1M$683.4K-$435.4K2026-10-30
Pecaut & Co.
NEW8,687—+8,687——$657.8K—2026-10-27
Geneva Partners, LLC
INCREASED8,6186,995+1,623+23%$529.4K$652.6K+$123.2K2026-10-26
Approach Retirement Advisors, LLC
DECREASED8,4389,258-820-9%$700.7K$639.0K-$61.7K2026-10-22
Stokes Capital Advisors, LLC
NEW7,779—+7,779——$589.0K—2026-10-09
Sensenig Capital Advisors, Inc
INCREASED7,6563,499+4,157+119%$264.8K$579.7K+$314.9K2026-10-23
Pictet North America Advisors SA
INCREASED7,6306,800+830+12%$514.6K$577.7K+$63.1K2026-10-21
Avalon Capital Management
DECREASED7,5977,600-30%$575.2K$575.2K+$772026-11-04
Armstrong Advisory Group, Inc
DECREASED7,261967,024-959,763-99%$73.2M$549.8K-$72.6M2026-10-09
Eastern Bank
DECREASED7,1627,220-58-1%$546.4K$542.3K-$4.1K2026-10-05
Avidian Wealth Enterprises, LLC
DECREASED7,1529,836-2,684-27%$744.4K$541.5K-$202.8K2026-10-08
MidAtlantic Capital Management, Inc.
INCREASED7,0816,285+796+13%$475.6K$536.2K+$60.5K2026-11-05
Sunpointe, LLC
DECREASED6,97622,950-15,974-70%$1.7M$528.2K-$1.2M2026-10-22
Core Wealth Partners LLC
NEW6,600—+6,600——$499.8K—2026-11-02
Arnold Financial Planning LLC
NEW6,376—+6,376——$482.8K—2026-10-20
Marks Wealth, LLC
INCREASED6,2643,302+2,962+90%$249.9K$474.3K+$224.4K2026-10-30
LexAurum Advisors, LLC
INCREASED6,2045,687+517+9%$430.4K$469.8K+$39.4K2026-10-19
Community Trust & Investment Co
INCREASED6,0545,960+94+2%$451.1K$458.4K+$7.4K2026-10-15
Pacifica Partners Inc.
UNCHANGED5,9635,96300%$450.3K$450.3K-$602026-10-09
Essex LLC
DECREASED5,8729,091-3,219-35%$688.0K$444.6K-$243.4K2026-10-14
Western Financial Corp
DECREASED5,7318,298-2,567-31%$628.0K$434.0K-$194.1K2026-10-14
SAX Wealth Advisors, LLC
INCREASED5,5705,464+106+2%$413.4K$421.8K+$8.4K2026-10-13
AA Financial Advisors, LLC
UNCHANGED5,4225,42200%$410.3K$410.6K+$2172026-10-19
Secure Asset Management, LLC
NEW5,376—+5,376——$407.1K—2026-10-19
Carroll Advisory Group, LLC
DECREASED5,3625,615-253-5%$424.9K$406.0K-$18.9K2026-10-16
Affinity Capital Advisors, LLC
INCREASED5,2165,085+131+3%$384.0K$394.3K+$10.3K2026-10-13
Coyle Financial Counsel LLC
UNCHANGED5,0805,08000%$384.5K$384.7K+$2042026-10-28
Pennsylvania Capital Management Inc
DECREASED5,0085,529-521-9%$418.4K$379.2K-$39.2K2026-11-05
Mather Group, Llc.
DECREASED4,7365,540-804-15%$419.3K$358.6K-$60.7K2026-10-14
Perennial Advisors, LLC
NEW4,685—+4,685——$354.7K—2026-10-13
J.W. Cole Advisors, Inc.
INCREASED4,6514,625+26+1%$350.0K$352.2K+$2.2K2026-11-05
Americana Partners, LLC
UNCHANGED4,6334,63300%$350.6K$350.8K+$1862026-10-28
Pillar Financial Advisors, LLC
INCREASED4,5103,198+1,312+41%$242.0K$341.5K+$99.5K2026-10-21
Destiny Wealth Partners, LLC
UNCHANGED4,4574,45700%$337.5K$336.7K-$8472026-11-05
Prudent Man Investment Management, Inc.
NEW4,391—+4,391——$332.5K—2026-11-03
StoneX Group Inc.
INCREASED4,2543,650+604+17%$276.2K$322.1K+$45.9K2026-11-03
Eclectic Associates Inc
INCREASED4,2134,143+70+2%$313.5K$319.0K+$5.5K2026-10-09
Johnson & White Wealth Management, LLC
NEW4,056—+4,056——$307.1K—2026-11-03
Downshift Financial, LLC
INCREASED4,0302,350+1,680+71%$177.8K$305.1K+$127.3K2026-10-13
American Institute for Advanced Investment Management, LLP
DECREASED4,0204,695-675-14%$355.3K$304.4K-$50.9K2026-11-03
XY Planning Network, Inc.
INCREASED4,0153,490+525+15%$264.1K$304.0K+$39.9K2026-10-14
Argonautica Private Wealth Management, Inc
UNCHANGED3,9743,97400%$300.8K$300.9K+$1592026-11-02
Independent Financial Group, LLC
NEW3,834—+3,834——$290.3K—2026-10-13
CWS Financial Advisors, LLC
INCREASED3,7453,607+138+4%$273.0K$283.6K+$10.6K2026-10-16
Wedmont Private Capital
DECREASED3,67823,206-19,528-84%$1.8M$277.9K-$1.5M2026-10-09
Oppenheimer & Co Inc
NEW3,544—+3,544——$268.4K—2026-10-26
Howard Wealth Management, LLC
INCREASED3,3782,973+405+14%$225.0K$255.8K+$30.8K2026-10-28
Courier Capital LLC
DECREASED3,3104,633-1,323-29%$350.6K$250.6K-$100.0K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED3,3012,882+419+15%$218.1K$250.0K+$31.8K2026-10-21
Choreo, LLC
DECREASED3,2469,776-6,530-67%$739.8K$245.8K-$494.1K2026-10-28
Ascent Group, LLC
UNCHANGED3,1663,16600%$239.6K$239.7K+$1272026-10-30
Focused Wealth Management, Inc
DECREASED3,1539,099-5,946-65%$688.6K$238.8K-$449.9K2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED3,11710,400-7,283-70%$787.1K$236.0K-$551.1K2026-11-05
Cardinal Point Capital Management ULC
DECREASED3,105320,743-317,638-99%$24.3M$235.1K-$24.0M2026-10-21
RCS Financial Planning, LLC
NEW3,023—+3,023——$228.9K—2026-10-14
Mirador Capital Partners LP
NEW2,910—+2,910——$220.3K—2026-10-09
Mills Wealth Advisors LLC
DECREASED2,87816,058-13,180-82%$1.2M$217.9K-$997.3K2026-10-22
Financial Architects, LLC
NEW2,775—+2,775——$210.1K—2026-10-13
Assetmark, Inc
INCREASED2,7712,721+50+2%$205.9K$209.8K+$3.9K2026-10-21
Tull Financial Group, Inc.
DECREASED2,7195,949-3,230-54%$450.2K$205.9K-$244.4K2026-11-05
Verum Partners LLC
DECREASED2,6987,917-5,219-66%$599.1K$204.3K-$394.8K2026-10-21
Parkside Financial Bank & Trust
INCREASED2,6842,539+145+6%$192.2K$203.2K+$11.1K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED1,5871,352+235+17%$102.3K$120.1K+$17.8K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED1,3501,35000%$102.2K$102.2K+$542026-10-27
Tsfg, LLC
UNCHANGED1,1731,17300%$89.0K$89-$88.9K2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED1,1591,154+5+0%$50.0K$88-$49.9K2026-11-04
Creative Financial Designs Inc
DECREASED1,1041,201-97-8%$90.9K$83.6K-$7.3K2026-11-04
Factorial Partners, LLC
NEW1,000—+1,000——$75.7K—2026-10-05
Financial Management Professionals, Inc.
UNCHANGED1,0001,00000%$75.7K$75.7K+$402026-10-23
Fiduciary Advisors, Inc.
INCREASED994935+59+6%$70.8K$75.3K+$4.5K2026-10-16
Evermay Wealth Management LLC
NEW925—+925——$70.0K—2026-11-05
Concord Wealth Partners
DECREASED8861,003-117-12%$75.9K$67.1K-$8.8K2026-11-02
US Bancorp \de\
UNCHANGED80080000%$60.5K$60.6K+$322026-11-05
Provenance Wealth Advisors, LLC
NEW760—+760——$57.5K—2026-10-30
Signature Equity Partners, LLC
UNCHANGED73873800%$55.9K$55.9K+$292026-10-29
Quaker Wealth Management, LLC
DECREASED30030,034-29,734-99%$2.3M$22.7K-$2.3M2026-10-22
Redwood Park Advisors LLC
NEW291—+291——$22.0K—2026-11-02
Root Financial Partners, LLC
NEW276—+276——$20.9K—2026-10-21
Citigroup Inc
DECREASED253580-327-56%$43.9K$19.2K-$24.7K2026-11-04
Deane Retirement Strategies, Inc.
NEW203—+203——$15.4K—2026-10-09
Next Level Wealth Planning, LLC
NEW146—+146——$11.1K—2026-10-29
DecisionPoint Financial, LLC
NEW132—+132——$10.0K—2026-10-27
Rossby Financial, LCC
INCREASED12513+112+862%$984$9.5K+$8.5K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED10010000%$7.6K$7.6K+$42026-10-23
Cape Investment Advisory, Inc.
NEW83—+83——$6.3K—2026-10-13
Bare Financial Services, Inc
NEW33—+33——$2.5K—2026-11-04
Split Rock Private Trading & Wealth Management, LLC
CLOSED024,826-24,826-100%$1.9M$0-$1.9M2026-10-15
Professional Advisory Services Inc
CLOSED015,775-15,775-100%$1.2K$0-$1.2K2026-10-08
Bryn Mawr Trust Advisors, LLC
CLOSED07,108-7,108-100%$537.9K$0-$537.9K2026-11-04
Sagespring Wealth Partners, LLC
CLOSED06,864-6,864-100%$519.5K$0-$519.5K2026-10-22
BIP Wealth, LLC
CLOSED05,463-5,463-100%$413.4K$0-$413.4K2026-10-22
CPA Asset Management Group, LLC
CLOSED05,437-5,437-100%$411.4K$0-$411.4K2026-10-26
HMS Capital Management, LLC
CLOSED04,303-4,303-100%$325.7K$0-$325.7K2026-10-20
TCI Wealth Advisors, Inc.
CLOSED03,360-3,360-100%$254.3K$0-$254.3K2026-10-30
Essex Bank
CLOSED02,930-2,930-100%$221.7K$0-$221.7K2026-10-16
New England Private Wealth Advisors LLC
CLOSED02,813-2,813-100%$212.8K$0-$212.8K2026-10-19
Town Capital LLC
CLOSED02,764-2,764-100%$209.2K$0-$209.2K2026-11-03
AdvisorNet Financial, Inc
CLOSED012-12-100%$908$0-$9082026-10-15
Elm Partners Management LLC
N/A—5,697,819-5,697,819-100%$431.2M———
WIT, LLC
N/A—5,483,220-5,483,220-100%$415.0M———
Oxbow Advisors, LLC
N/A—2,473,459-2,473,459-100%$187.2M———
Atomic Invest LLC
N/A—2,381,031-2,381,031-100%$180.2M———
Morgan Stanley
N/A—2,295,655-2,295,655-100%$173.7M———
Bank of America Corp
N/A—2,038,414-2,038,414-100%$154.3M———
SCS Capital Management LLC
N/A—1,375,765-1,375,765-100%$104.1M———
UBS Group AG
N/A—830,196-830,196-100%$62.8M———
Royal Bank of Canada
N/A—791,710-791,710-100%$59.9M———
Bridgewealth Advisory Group, LLC
N/A—686,345-686,345-100%$51.9M———
Family Manage LLC
N/A—639,028-639,028-100%$48.4M———
PNC Financial Services Group, Inc.
N/A—629,035-629,035-100%$47.6M———
Bragg Financial Advisors, Inc
N/A—606,182-606,182-100%$45.9M———
Bank of Montreal
N/A—600,000-600,000-100%$45.4M———
LPL Financial LLC
N/A—570,543-570,543-100%$43.2M———
AE Wealth Management LLC
N/A—359,477-359,477-100%$27.2M———
Twin Lakes Capital Management, LLC
N/A—345,541-345,541-100%$26.2M———
Raymond James Financial Inc
N/A—337,174-337,174-100%$25.5M———
Envestnet Asset Management Inc
N/A—316,787-316,787-100%$24.0M———
Red Wave Investments LLC
N/A—312,941-312,941-100%$23.7M———
CreativeOne Wealth, LLC
N/A—304,976-304,976-100%$23.1M———
Fort Point Capital Partners LLC
N/A—294,437-294,437-100%$22.3M———
Goodman Financial Corp
N/A—278,340-278,340-100%$21.1M———
First Pacific Advisors, LP
N/A—260,280-260,280-100%$19.7M———
Gross & Hartman Investments LLC
N/A—232,718-232,718-100%$17.6M———
Sykon Capital LLC
N/A—228,655-228,655-100%$17.3M———
Delta Investment Management, LLC
N/A—220,015-220,015-100%$16.7M———
Advisors Capital Management, LLC
N/A—218,774-218,774-100%$16.6M———
Rialto Wealth Management, LLC
N/A—216,777-216,777-100%$16.4M———
HSBC Holdings PLC
N/A—215,300-215,300-100%$16.3M———
Miller Investment Management, LP
N/A—212,630-212,630-100%$16.1M———
Tortoise Investment Management, LLC
N/A—205,882-205,882-100%$15.6M———
Quantinno Capital Management LP
N/A—203,637-203,637-100%$15.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—189,195-189,195-100%$14.3M———
Roehl & Yi Investment Advisors, LLC
N/A—167,513-167,513-100%$12.7M———
United Capital Financial Advisors, LLC
N/A—162,810-162,810-100%$12.3M———
Roundview Capital LLC
N/A—157,454-157,454-100%$11.9M———
RFP Financial Group LLC
N/A—146,162-146,162-100%$11.1M———
Greenline Partners, LLC
N/A—138,816-138,816-100%$10.5M———
GenTrust, LLC
N/A—136,655-136,655-100%$10.3M———
Benjamin Edwards Inc
N/A—134,338-134,338-100%$10.2M———
Osaic Holdings, Inc.
N/A—134,034-134,034-100%$10.1M———
Cetera Investment Advisers
N/A—131,228-131,228-100%$9.9M———
Tradition Wealth Management, LLC
N/A—123,662-123,662-100%$9.4M———
Savant Capital, LLC
N/A—121,657-121,657-100%$9.2M———
Harbour Investment Management LLC
N/A—114,851-114,851-100%$8.7M———
LRI Investments, LLC
N/A—113,999-113,999-100%$8.6M———
AQR Capital Management LLC
N/A—112,943-112,943-100%$8.5M———
Flputnam Investment Management Co
N/A—111,335-111,335-100%$8.4M———
HighTower Advisors, LLC
N/A—104,631-104,631-100%$7.9M———
Safe Harbor Family Capital, LLC
N/A—102,072-102,072-100%$7.7M———
Cambria Investment Management, L.P.
N/A—102,045-102,045-100%$7.7M———
Abound Financial, LLC
N/A—101,352-101,352-100%$7.7M———
Susquehanna International Group, LLP
N/A—92,693-92,693-100%$7.0M———
Ethos Financial Group, LLC
N/A—92,559-92,559-100%$7.0M———
Kingsview Wealth Management, LLC
N/A—86,773-86,773-100%$6.6M———
Smith, Moore & Co.
N/A—82,836-82,836-100%$6.3M———
XP Advisory US, Inc.
N/A—77,252-77,252-100%$5.8M———
Mrwm Advisors, LLC
N/A—76,446-76,446-100%$5.8M———
Hanover Advisors Inc
N/A—72,296-72,296-100%$5.5M———
Cerity Partners LLC
N/A—70,855-70,855-100%$5.4M———
RPS Advisory Solutions LLC
N/A—61,799-61,799-100%$4.7M———
O'rourke & Company, Inc
N/A—59,358-59,358-100%$4.5M———
Beckerman Institutional, LLC
N/A—57,635-57,635-100%$4.4M———
Fortis Advisors, LLC
N/A—56,089-56,089-100%$4.2M———
FLC Capital Advisors
N/A—53,418-53,418-100%$4.0M———
Zhang Financial LLC
N/A—53,135-53,135-100%$4.0M———
NewEdge Wealth, LLC
N/A—52,819-52,819-100%$4.0M———
Modern Wealth Management, LLC
N/A—51,067-51,067-100%$3.9M———
Gotham Asset Management, LLC
N/A—49,656-49,656-100%$3.8M———
TFO Wealth Partners, LLC
N/A—45,804-45,804-100%$3.5M———
IMA Advisory Services, Inc.
N/A—44,809-44,809-100%$3.4M———
Adams Wealth Management
N/A—41,629-41,629-100%$3.2M———
CacheTech Inc.
N/A—41,629-41,629-100%$3.2M———
Cresset Asset Management, LLC
N/A—41,466-41,466-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—40,396-40,396-100%$3.1M———
Planning Center, Inc.
N/A—38,435-38,435-100%$2.9M———
Roberts Glore & Co Inc
N/A—38,152-38,152-100%$2.9M———
TAGStone Capital, Inc.
N/A—36,623-36,623-100%$2.8M———
Savvy Advisors, Inc.
N/A—35,983-35,983-100%$2.7M———
Arrowroot Family Office, LLC
N/A—34,822-34,822-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—33,271-33,271-100%$2.5M———
Pine Valley Investments Ltd Liability Co
N/A—33,061-33,061-100%$2.5M———
Stratos Wealth Partners, Ltd.
N/A—31,778-31,778-100%$2.4M———
Rockbridge Investment Management, LCC
N/A—28,901-28,901-100%$2.2M———
Cary Street Partners Financial LLC
N/A—28,240-28,240-100%$2.1M———
Northstar Group, Inc.
N/A—28,205-28,205-100%$2.1M———
Harbour Investments, Inc.
N/A—26,349-26,349-100%$2.0M———
Hudson Value Partners, LLC
N/A—24,783-24,783-100%$1.9M———
Unconventional Investor, LLC
N/A—24,548-24,548-100%$1.9M———
Ogorek Anthony Joseph
N/A—24,272-24,272-100%$1.8M———
J. M. Brown & Associates Inc.
N/A—24,122-24,122-100%$1.8M———
Astra Wealth Partners LLC
N/A—21,468-21,468-100%$1.6M———
Fiduciary Financial Advisors
N/A—21,300-21,300-100%$1.6M———
Level Four Advisory Services, LLC
N/A—20,782-20,782-100%$1.6M———
Focus Partners Wealth
N/A—20,171-20,171-100%$1.5M———
HRT Financial LP
N/A—19,929-19,929-100%$1.5M———
Baird Financial Group, Inc.
N/A—19,820-19,820-100%$1.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—19,560-19,560-100%$1.5M———
Jane Street Group, LLC
N/A—19,216-19,216-100%$1.5M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—19,210-19,210-100%$1.5M———
Headinvest, LLC
N/A—19,064-19,064-100%$1.4M———
Valmark Advisers, Inc.
N/A—18,292-18,292-100%$1.4M———
Composition Wealth, LLC
N/A—18,166-18,166-100%$1.4M———
Choate Investment Advisors
N/A—17,719-17,719-100%$1.3M———
Capital Analysts, LLC
N/A—16,850-16,850-100%$1.3M———
&partners
N/A—16,037-16,037-100%$1.2M———
FCA Corp
N/A—15,580-15,580-100%$1.2M———
Waverly Advisors, LLC
N/A—14,813-14,813-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—13,200-13,200-100%$999.0K———
Mercer Global Advisors Inc
N/A—12,886-12,886-100%$975.2K———
V2 Financial group LLC
N/A—12,284-12,284-100%$929.7K———
Gambit Capital Management, LLC
N/A—12,131-12,131-100%$918.1K———
Betterment LLC
N/A—12,094-12,094-100%$915.0K———
NewEdge Advisors, LLC
N/A—11,836-11,836-100%$895.7K———
Jacobs Equity LLC
N/A—11,779-11,779-100%$891.4K———
Parkwoods Wealth Partners, LLC
N/A—11,697-11,697-100%$885.2K———
Partners in Financial Planning
N/A—11,250-11,250-100%$851.4K———
Silver OAK Securities, Incorporated
N/A—10,278-10,278-100%$777.9K———
Belpointe Asset Management LLC
N/A—10,171-10,171-100%$769.7K———
Integrated Wealth Concepts LLC
N/A—9,416-9,416-100%$712.6K———
Beaird Harris Wealth Management, LLC
N/A—9,240-9,240-100%$699.3K———
Retirement Income Solutions, Inc
N/A—8,344-8,344-100%$631.2K———
Scotia Capital Inc.
N/A—8,166-8,166-100%$618.0K———
IHT Wealth Management, LLC
N/A—7,880-7,880-100%$596.4K———
Hopwood Nicholas Hunter
N/A—7,715-7,715-100%$583.9K———
Aspen Grove Capital, LLC
N/A—7,620-7,620-100%$576.7K———
Bay Rivers Group
N/A—7,544-7,544-100%$570.9K———
Centaurus Financial, Inc.
N/A—7,528-7,528-100%$570.0K———
MML Investors Services, LLC
N/A—6,787-6,787-100%$513.7K———
Mountain Capital Investment Advisors Inc.
N/A—6,559-6,559-100%$496.4K———
Genesis Wealth Advisors, LLC
N/A—6,369-6,369-100%$482.0K———
UMB Bank, n.a.
N/A—6,122-6,122-100%$463.3K———
Stephens Inc
N/A—6,107-6,107-100%$462.2K———
Pinnacle Financial Partners, Inc.
N/A—6,074-6,074-100%$459.7K———
Aegis Wealth Management LLC
N/A—5,952-5,952-100%$450.4K———
Beacon Pointe Advisors, LLC
N/A—5,929-5,929-100%$448.7K———
Private Advisory Group LLC
N/A—5,761-5,761-100%$436.0K———
Baker Avenue Asset Management, LP
N/A—5,725-5,725-100%$433.3K———
Cahill Financial Advisors Inc
N/A—5,701-5,701-100%$431.4K———
Passive Capital Management, Llc.
N/A—5,576-5,576-100%$420.6K———
Chesapeake Asset Management LLC
N/A—5,467-5,467-100%$413.7K———
Palladiem, LLC
N/A—5,238-5,238-100%$396.4K———
Wellington-Altus USA Inc.
N/A—5,180-5,180-100%$391.9K———
JPMorgan Chase & Co
N/A—5,118-5,118-100%$387.3K———
Mayflower Financial Advisors, LLC
N/A—5,075-5,075-100%$384.1K———
Johnson Investment Counsel Inc
N/A—4,775-4,775-100%$361.4K———
BTG Pactual Asset Management US LLC
N/A—4,588-4,588-100%$347.2K———
Eaton-Cambridge Inc.
N/A—4,371-4,371-100%$330.8K———
Merit Financial Group, LLC
N/A—4,357-4,357-100%$329.7K———
Valued Retirements, Inc.
N/A—4,298-4,298-100%$325.3K———
Cornerstone Advisors Asset Management, LLC
N/A—4,249-4,249-100%$321.6K———
Empower Advisory Group, LLC
N/A—4,238-4,238-100%$320.7K———
LaSalle St. Investment Advisors, LLC
N/A—3,951-3,951-100%$299.0K———
Destination Wealth Management
N/A—3,779-3,779-100%$286.0K———
Private Advisor Group, LLC
N/A—3,779-3,779-100%$286.0K———
Pacific Point Advisors, LLC
N/A—3,571-3,571-100%$270.3K———
Fortune Financial Advisors, LLC
N/A—3,408-3,408-100%$257.9K———
Walter & Keenan Wealth Management LLC
N/A—3,392-3,392-100%$256.7K———
FMR LLC
N/A—3,380-3,380-100%$255.8K———
Northwestern Mutual Wealth Management Co
N/A—3,311-3,311-100%$250.6K———
Cardiff Park Advisors, LLC
N/A—3,300-3,300-100%$249.8K———
Ameritas Advisory Services, LLC
N/A—3,259-3,259-100%$246.6K———
Everest Financial Group LLC
N/A—3,181-3,181-100%$240.7K———
Advisory Services Network, LLC
N/A—3,160-3,160-100%$239.1K———
Transcend Capital Advisors, LLC
N/A—3,143-3,143-100%$237.8K———
Snowwater Investment Partners, LLC
N/A—3,138-3,138-100%$237.4K———
BFC Planning, Inc.
N/A—3,138-3,138-100%$237.5K———
Mariner, LLC
N/A—3,128-3,128-100%$236.7K———
National Bank of Canada
N/A—3,008-3,008-100%$227.6K———
Focus Partners Advisor Solutions, LLC
N/A—2,982-2,982-100%$225.7K———
EWA, LLC
N/A—2,889-2,889-100%$218.6K———
Mosaic Family Wealth Partners, LLC
N/A—2,818-2,818-100%$213.3K———
Sterneck Capital Management, LLC
N/A—2,723-2,723-100%$206.1K———
Schiavi & Co LLC
N/A—2,651-2,651-100%$200.6K———
Evolution Advisers, Inc.
N/A—2,113-2,113-100%$159.0K———
Global Retirement Partners, LLC
N/A—1,195-1,195-100%$90.5K———
Tower Research Capital LLC (TRC)
N/A—1,058-1,058-100%$80.1K———
Dogwood Wealth Management LLC
N/A—1,010-1,010-100%$76.4K———
Strategic Investment Solutions, Inc.
N/A—821-821-100%$62.2K———
Allworth Financial LP
N/A—439-439-100%$33.2K———
Smartleaf Asset Management LLC
N/A—398-398-100%$30.1K———
Federation des caisses Desjardins du Quebec
N/A—322-322-100%$24.4K———
Vanguard Advisers Inc
N/A—286-286-100%$21.6K———
ST Germain D J Co Inc
N/A—258-258-100%$19.5K———
Bogart Wealth, LLC
N/A—212-212-100%$16.0K———
Fort Vancouver Investment Management, LLC
N/A—189-189-100%$14.3K———
Wells Fargo & Company
N/A—98-98-100%$7.4K———
Gould Capital, LLC
N/A—13-13-100%$984———
Jones Financial Companies Lllp
N/A—3-3-100%$227———
Showing 461 of 461 institutions