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Vanguard Ftse All WO X-US SC (VSS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of New Jersey Common Pension Fund D
UNCHANGED
Shares1,512,875 from 1,512,875
Change0 (0%)
Value$234.9M (+$1.5M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares1,037,810 from 1,022,768
Change+15,042 (+1%)
Value$161.1M (+$3.3M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares845,617 from 783,926
Change+61,691 (+8%)
Value$131.3M (+$10.3M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares777,789 from 792,335
Change-14,546 (-2%)
Value$120.8M (-$1.5M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares371,520 from 483,515
Change-111,995 (-23%)
Value$57.7M (-$16.9M)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares249,103 from 357,846
Change-108,743 (-30%)
Value$38.7M (-$15.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares232,102 from 236,988
Change-4,886 (-2%)
Value$36.0M (-$531.0K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares212,712 from 212,812
Change-100 (0%)
Value$33.0M (+$188.8K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares204,569 from 205,418
Change-849 (0%)
Value$31.8M (+$65.4K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares188,240 from 170,488
Change+17,752 (+10%)
Value$29.1M (+$2.9M)
Filed 2026-10-08
Wedmont Private Capital
DECREASED
Shares173,206 from 177,618
Change-4,412 (-2%)
Value$26.6M (-$862.4K)
Filed 2026-10-09
Vontobel Holding Ltd.
UNCHANGED
Shares165,000 from 165,000
Change0 (0%)
Value$25.6M (+$158.4K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares159,359 from 169,612
Change-10,253 (-6%)
Value$24.7M (-$1.4M)
Filed 2026-10-08
Mather Group, Llc.
DECREASED
Shares135,561 from 135,927
Change-366 (0%)
Value$21.0M (+$73.7K)
Filed 2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED
Shares120,927 from 113,969
Change+6,958 (+6%)
Value$18.8M (+$1.2M)
Filed 2026-10-29
MilWealth Group LLC
INCREASED
Shares119,457 from 118,364
Change+1,093 (+1%)
Value$18.5M (+$283.4K)
Filed 2026-11-02
Partners in Financial Planning
DECREASED
Shares104,713 from 105,235
Change-522 (0%)
Value$16.3M (+$20.0K)
Filed 2026-11-06
Aspiriant, LLC
INCREASED
Shares94,651 from 94,513
Change+138 (+0%)
Value$14.7M (+$111.9K)
Filed 2026-10-16
Family CFO Inc
INCREASED
Shares83,401 from 82,953
Change+448 (+1%)
Value$12.9M (+$149.2K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares78,817 from 29,614
Change+49,203 (+166%)
Value$12.2M (+$7.7M)
Filed 2026-11-04
Presilium Private Wealth, LLC
INCREASED
Shares77,812 from 70,266
Change+7,546 (+11%)
Value$12.1M (+$1.2M)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares77,717 from 80,798
Change-3,081 (-4%)
Value$12.1M (-$400.8K)
Filed 2026-10-28
Columbus Macro, LLC
DECREASED
Shares75,821 from 75,961
Change-140 (0%)
Value$11.8M (+$51.2K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
INCREASED
Shares75,115 from 73,774
Change+1,341 (+2%)
Value$11.7M (+$279.0K)
Filed 2026-10-14
IFG Advisors, LLC
INCREASED
Shares72,334 from 70,424
Change+1,910 (+3%)
Value$11.2M (+$364.1K)
Filed 2026-10-15
25 LLC
DECREASED
Shares69,473 from 74,838
Change-5,365 (-7%)
Value$10.8M (-$761.1K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares69,298 from 68,442
Change+856 (+1%)
Value$10.8M (+$198.6K)
Filed 2026-11-06
Maltin Wealth Management, Inc.
INCREASED
Shares67,828 from 66,359
Change+1,469 (+2%)
Value$10.5M (+$291.8K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
INCREASED
Shares67,581 from 64,646
Change+2,935 (+5%)
Value$10.0M (+$31.2K)
Filed 2026-11-03
Newton One Investments LLC
INCREASED
Shares67,368 from 66,693
Change+675 (+1%)
Value$10.5M (+$168.9K)
Filed 2026-10-14
Cutler Investment Counsel LLC
INCREASED
Shares66,623 from 63,978
Change+2,645 (+4%)
Value$10.3M (+$472.1K)
Filed 2026-10-28
Grove Street Fiduciary, LLC
DECREASED
Shares65,266 from 67,205
Change-1,939 (-3%)
Value$10.1M (-$236.6K)
Filed 2026-10-13
RTD Financial Advisors, Inc.
DECREASED
Shares63,872 from 64,256
Change-384 (-1%)
Value$9.9M (+$2.1K)
Filed 2026-10-09
Johnson Financial Group, LLC
DECREASED
Shares63,781 from 63,816
Change-35 (0%)
Value$9.9M (+$56.0K)
Filed 2026-11-03
Brooklyn FI, LLC
INCREASED
Shares61,974 from 60,312
Change+1,662 (+3%)
Value$9.3M (+$164.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares58,645 from 54,546
Change+4,099 (+8%)
Value$9.1M (+$688.7K)
Filed 2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares57,124 from 70,063
Change-12,939 (-18%)
Value$8.9M (-$1.9M)
Filed 2026-10-09
Brickley Wealth Management
INCREASED
Shares54,364 from 49,945
Change+4,419 (+9%)
Value$8.4M (+$734.0K)
Filed 2026-11-04
E&R Wealth Management, LLC
INCREASED
Shares50,796 from 50,360
Change+436 (+1%)
Value$7.9M (+$116.0K)
Filed 2026-10-20
Noble Family Wealth, LLC
INCREASED
Shares50,431 from 48,603
Change+1,828 (+4%)
Value$7.8M (+$330.5K)
Filed 2026-10-26
Gladwyn Financial Advisors, Inc.
INCREASED
Shares49,674 from 48,568
Change+1,106 (+2%)
Value$7.7M (+$218.3K)
Filed 2026-10-05
Sage Financial Management Group, Inc.
INCREASED
Shares49,137 from 42,746
Change+6,391 (+15%)
Value$7.6M (+$1.0M)
Filed 2026-11-06
Atmos Advisory, LLC
INCREASED
Shares48,870 from 48,358
Change+512 (+1%)
Value$7.6M (+$125.9K)
Filed 2026-10-06
Avior Wealth Management, LLC
INCREASED
Shares48,606 from 46,689
Change+1,917 (+4%)
Value$7.5M (+$342.5K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares48,354 from 43,400
Change+4,954 (+11%)
Value$7.5K (-$6.7M)
Filed 2026-11-02
Boston Standard Wealth Management, LLC
INCREASED
Shares44,166 from 44,087
Change+79 (+0%)
Value$6.9M (+$51.2K)
Filed 2026-10-07
Flower City Capital
INCREASED
Shares43,047 from 41,063
Change+1,984 (+5%)
Value$6.7M (+$347.4K)
Filed 2026-10-15
Moller Wealth Partners
INCREASED
Shares42,276 from 40,487
Change+1,789 (+4%)
Value$6.6M (+$316.6K)
Filed 2026-10-15
Tanager Wealth Management LLP
DECREASED
Shares42,218 from 42,809
Change-591 (-1%)
Value$6.6M (-$50.7K)
Filed 2026-10-19
Fiduciary Advisors, Inc.
INCREASED
Shares42,049 from 29,652
Change+12,397 (+42%)
Value$6.5M (+$2.0M)
Filed 2026-10-16
Phillip James Consulting Co.
INCREASED
Shares41,927 from 41,789
Change+138 (+0%)
Value$6.5M (+$61.5K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
NEW
Shares40,797
Change+40,797
Value$6.3M
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares40,763 from 39,355
Change+1,408 (+4%)
Value$6.2M (+$137.3K)
Filed 2026-10-15
Sage Rhino Capital LLC
INCREASED
Shares40,675 from 40,384
Change+291 (+1%)
Value$6.3M (+$83.9K)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares39,646 from 40,769
Change-1,123 (-3%)
Value$6.2M (-$135.2K)
Filed 2026-10-05
Viewpoint Capital Management LLC
INCREASED
Shares38,135 from 36,706
Change+1,429 (+4%)
Value$5.9M (+$257.1K)
Filed 2026-10-27
Colony Family Offices, LLC
DECREASED
Shares37,893 from 38,475
Change-582 (-2%)
Value$5.9M (-$53.4K)
Filed 2026-10-22
Landmark Wealth Management, LLC
INCREASED
Shares37,007 from 35,565
Change+1,442 (+4%)
Value$5.7M (+$257.9K)
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares36,693 from 35,745
Change+948 (+3%)
Value$5.7M (+$181.5K)
Filed 2026-10-26
Broussard Financial Group LLC
INCREASED
Shares36,546 from 26,713
Change+9,833 (+37%)
Value$5.7M (+$1.6M)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares35,995 from 35,885
Change+110 (+0%)
Value$5.6M (+$51.5K)
Filed 2026-10-22
Fusion Family Wealth, LLC
DECREASED
Shares35,503 from 36,104
Change-601 (-2%)
Value$5.5M (-$58.6K)
Filed 2026-11-02
LAM Group, Inc.
INCREASED
Shares35,381 from 35,380
Change+1 (0%)
Value$5.5M (+$34.2K)
Filed 2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares35,150 from 33,046
Change+2,104 (+6%)
Value$5.5M (+$358.4K)
Filed 2026-10-27
Womack Financial LLC
INCREASED
Shares34,340 from 32,798
Change+1,542 (+5%)
Value$5.3M (+$270.9K)
Filed 2026-10-14
Aletheian Wealth Advisors LLC
INCREASED
Shares33,327 from 32,550
Change+777 (+2%)
Value$5.2M (+$151.8K)
Filed 2026-10-08
Great Lakes Advisors, LLC
INCREASED
Shares31,907 from 30,255
Change+1,652 (+5%)
Value$5.0M (+$285.4K)
Filed 2026-11-06
Lynx Investment Advisory
INCREASED
Shares31,542 from 29,455
Change+2,087 (+7%)
Value$4.9M (+$352.3K)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares31,271 from 29,016
Change+2,255 (+8%)
Value$4.9M (-$972.4K)
Filed 2026-11-03
Tortoise Investment Management, LLC
DECREASED
Shares30,589 from 30,905
Change-316 (-1%)
Value$4.7M (-$19.4K)
Filed 2026-11-06
Center for Financial Planning, Inc.
INCREASED
Shares29,878 from 28,194
Change+1,684 (+6%)
Value$4.6M (+$288.5K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares28,973 from 30,297
Change-1,324 (-4%)
Value$4.5M (-$176.6K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares28,636 from 28,049
Change+587 (+2%)
Value$4.4M (+$121.1K)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares28,564 from 28,631
Change-67 (0%)
Value$4.4M (+$17.1K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares27,943 from 27,408
Change+535 (+2%)
Value$4.3M (+$109.4K)
Filed 2026-11-04
Rebalance, LLC
UNCHANGED
Shares27,900 from 27,900
Change0 (0%)
Value$4.3M (+$26.8K)
Filed 2026-10-22
Symmetry Partners, LLC
DECREASED
Shares27,437 from 27,479
Change-42 (0%)
Value$4.3M (+$19.8K)
Filed 2026-10-27
Lpwm LLC
INCREASED
Shares27,022 from 26,742
Change+280 (+1%)
Value$4.2M (+$69.1K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares26,857 from 27,031
Change-174 (-1%)
Value$4.2M (-$1.4K)
Filed 2026-10-29
Horizon Financial Services, LLC
INCREASED
Shares26,444 from 25,712
Change+732 (+3%)
Value$4.1M (+$138.2K)
Filed 2026-11-04
Midwest Financial Partners Investments, Inc.
INCREASED
Shares26,273 from 22,724
Change+3,549 (+16%)
Value$4.1M (+$572.8K)
Filed 2026-10-08
Eclectic Associates Inc
DECREASED
Shares25,554 from 25,683
Change-129 (0%)
Value$4.0M (+$5.1K)
Filed 2026-10-09
Evanson Financial, LLC
INCREASED
Shares24,711 from 24,698
Change+13 (+0%)
Value$3.8M (+$25.8K)
Filed 2026-10-23
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares24,278 from 24,185
Change+93 (+0%)
Value$3.8M (+$37.7K)
Filed 2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED
Shares23,214 from 23,214
Change0 (0%)
Value$3.6M (+$22.3K)
Filed 2026-10-09
Bear Mountain Capital, Inc.
DECREASED
Shares22,643 from 22,754
Change-111 (0%)
Value$3.4M (-$38.9K)
Filed 2026-11-04
Tectonic Advisors LLC
INCREASED
Shares22,626 from 21,945
Change+681 (+3%)
Value$3.5M (+$126.7K)
Filed 2026-10-22
St. Louis Trust Co
DECREASED
Shares22,372 from 23,478
Change-1,106 (-5%)
Value$3.5M (-$32.8M)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares22,118 from 20,928
Change+1,190 (+6%)
Value$3.4M (+$204.9K)
Filed 2026-10-14
Factor Wealth Management LTD
DECREASED
Shares21,722 from 23,492
Change-1,770 (-8%)
Value$3.4M (-$252.1K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares21,330 from 21,906
Change-576 (-3%)
Value$3.3M (-$68.4K)
Filed 2026-11-05
Uptown Financial Advisors LLC
DECREASED
Shares20,499 from 20,899
Change-400 (-2%)
Value$3.2M (-$42.1K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
INCREASED
Shares20,448 from 16,705
Change+3,743 (+22%)
Value$3.2M (+$597.1K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares18,910 from 18,909
Change+1 (+0%)
Value$2.9M (+$18.2K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
INCREASED
Shares18,678 from 18,498
Change+180 (+1%)
Value$2.9M (+$45.7K)
Filed 2026-10-15
Family Wealth Partners, LLC
DECREASED
Shares18,262 from 18,431
Change-169 (-1%)
Value$2.8M (-$8.4K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares18,160 from 16,626
Change+1,534 (+9%)
Value$2.8M (+$254.0K)
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED
Shares17,952 from 17,082
Change+870 (+5%)
Value$2.8M (+$153.3K)
Filed 2026-10-16
Livet Wealth, LLC
INCREASED
Shares17,729 from 17,317
Change+412 (+2%)
Value$2.8M (+$80.5K)
Filed 2026-10-27
Falcon Wealth Planning
INCREASED
Shares17,629 from 17,498
Change+131 (+1%)
Value$2.7M (+$37.2K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares17,332 from 16,221
Change+1,111 (+7%)
Value$2.7M (+$188.1K)
Filed 2026-10-28
Diversify Wealth Management, LLC
DECREASED
Shares17,155 from 17,629
Change-474 (-3%)
Value$2.6M (-$51.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares17,155 from 17,629
Change-474 (-3%)
Value$2.6M (-$51.5K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares17,124 from 17,368
Change-244 (-1%)
Value$2.7M (-$21.2K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares16,823 from 18,936
Change-2,113 (-11%)
Value$2.6M (-$309.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,981 from 18,009
Change-2,028 (-11%)
Value$2.5M (-$330.3K)
Filed 2026-10-13
Sincerus Advisory, LLC
INCREASED
Shares15,970 from 14,868
Change+1,102 (+7%)
Value$2.5M (+$185.5K)
Filed 2026-10-09
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares15,769 from 16,156
Change-387 (-2%)
Value$2.4M (-$44.7K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares15,477 from 14,421
Change+1,056 (+7%)
Value$2.4M (+$177.7K)
Filed 2026-10-16
Traveka Wealth, LLC
DECREASED
Shares15,453 from 15,597
Change-144 (-1%)
Value$2.4M (-$7.4K)
Filed 2026-10-19
Simon Quick Advisors, LLC
INCREASED
Shares15,353 from 15,349
Change+4 (+0%)
Value$2.4M (+$15.3K)
Filed 2026-10-26
Harpswell Capital Advisors, LLC
DECREASED
Shares14,831 from 23,375
Change-8,544 (-37%)
Value$2.3M (-$1.3M)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares14,814 from 14,814
Change0 (0%)
Value$2.3M (+$14.2K)
Filed 2026-10-27
Root Financial Partners, LLC
INCREASED
Shares14,677 from 14,171
Change+506 (+4%)
Value$2.3M (+$92.1K)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares14,634 from 14,614
Change+20 (+0%)
Value$2.3M (+$17.1K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares14,311 from 13,819
Change+492 (+4%)
Value$2.2M (+$89.7K)
Filed 2026-11-03
Cassilly Financial Group LLC
INCREASED
Shares14,111 from 13,623
Change+488 (+4%)
Value$2.2M (+$88.8K)
Filed 2026-10-07
Encompass Wealth Advisors, LLC
INCREASED
Shares14,040 from 7,074
Change+6,966 (+98%)
Value$2.2M (+$1.1M)
Filed 2026-10-15
Compass Ion Advisors, LLC
DECREASED
Shares13,820 from 13,887
Change-67 (0%)
Value$2.1M (+$2.9K)
Filed 2026-10-23
Level Financial Advisors
DECREASED
Shares13,371 from 13,712
Change-341 (-2%)
Value$2.1M (-$39.8K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares13,264 from 13,447
Change-183 (-1%)
Value$2.1M (-$15.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares13,223 from 21,796
Change-8,573 (-39%)
Value$2.1M (-$1.3M)
Filed 2026-10-23
Gibraltar Capital Management, Inc.
UNCHANGED
Shares13,205 from 13,205
Change0 (0%)
Value$2.1M (+$12.7K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares13,092 from 11,123
Change+1,969 (+18%)
Value$2.0M (+$316.4K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares12,814 from 8,593
Change+4,221 (+49%)
Value$2.0M (+$663.6K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares12,542 from 12,359
Change+183 (+1%)
Value$1.9M (+$40.2K)
Filed 2026-10-21
PUREfi Wealth, LLC
INCREASED
Shares12,478 from 1,505
Change+10,973 (+729%)
Value$1.9M (+$1.7M)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED
Shares12,185 from 9,820
Change+2,365 (+24%)
Value$1.9M (+$376.6K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
DECREASED
Shares11,994 from 12,606
Change-612 (-5%)
Value$1.9M (-$82.9K)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares11,991 from 11,982
Change+9 (+0%)
Value$1.9M (+$12.9K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
INCREASED
Shares11,522 from 11,386
Change+136 (+1%)
Value$1.8M (+$32.0K)
Filed 2026-10-29
Sentinel Trust Co LBA
INCREASED
Shares11,433 from 4,833
Change+6,600 (+137%)
Value$1.8K (+$1.0K)
Filed 2026-11-03
Foundation Wealth Management, Llc\pa
DECREASED
Shares11,427 from 13,027
Change-1,600 (-12%)
Value$1.8M (-$235.9K)
Filed 2026-10-14
Praetorian Wealth Management, Inc.
DECREASED
Shares10,624 from 10,652
Change-28 (0%)
Value$1.6M (+$5.9K)
Filed 2026-10-16
Pinnacle Associates LTD
INCREASED
Shares10,513 from 10,378
Change+135 (+1%)
Value$1.6M (+$30.9K)
Filed 2026-10-20
Congress Asset Management Co
DECREASED
Shares10,369 from 10,886
Change-517 (-5%)
Value$1.6M (-$69.7K)
Filed 2026-10-06
Welch & Forbes LLC
UNCHANGED
Shares10,325 from 10,325
Change0 (0%)
Value$1.6M (+$9.9K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares10,290 from 17,909
Change-7,619 (-43%)
Value$1.6M (-$1.2M)
Filed 2026-11-04
Naples Global Advisors, LLC
INCREASED
Shares10,283 from 10,043
Change+240 (+2%)
Value$1.6M (+$46.9K)
Filed 2026-11-05
Investment Partners, Ltd.
INCREASED
Shares10,260 from 5,293
Change+4,967 (+94%)
Value$1.6M (+$776.3K)
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares10,254 from 9,973
Change+281 (+3%)
Value$1.6M (+$53.2K)
Filed 2026-11-03
Cushing Capital Partners, LLC
DECREASED
Shares10,145 from 11,584
Change-1,439 (-12%)
Value$1.6M (-$212.3K)
Filed 2026-10-20
SVB Wealth LLC
DECREASED
Shares9,919 from 13,157
Change-3,238 (-25%)
Value$1.5M (-$490.1K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares9,789 from 9,781
Change+8 (+0%)
Value$1.5M (+$10.8K)
Filed 2026-10-08
Titleist Asset Management, LLC
INCREASED
Shares9,493 from 8,775
Change+718 (+8%)
Value$1.5M (+$119.9K)
Filed 2026-10-08
Merit Financial Group, LLC
INCREASED
Shares9,334 from 5,842
Change+3,492 (+60%)
Value$1.4M (+$547.8K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares9,332 from 9,288
Change+44 (+0%)
Value$1.4M (+$15.7K)
Filed 2026-10-26
Glaxis Capital Management, LLC
DECREASED
Shares9,161 from 17,604
Change-8,443 (-48%)
Value$760.1K (-$714.2K)
Filed 2026-11-02
William Mack & Associates, Inc.
UNCHANGED
Shares8,879 from 8,879
Change0 (0%)
Value$1.4M (+$8.5K)
Filed 2026-10-27
Golden Bell Financial Planning LLC
UNCHANGED
Shares8,740 from 8,740
Change0 (0%)
Value$1.4M (+$8.4K)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares8,686 from 9,454
Change-768 (-8%)
Value$1.3M (-$110.1K)
Filed 2026-11-04
SilverOak Wealth Management LLC
INCREASED
Shares8,672 from 7,707
Change+965 (+13%)
Value$1.3M (+$157.1K)
Filed 2026-10-29
Paragon Capital Management Ltd
UNCHANGED
Shares8,658 from 8,658
Change0 (0%)
Value$1.3M (+$8.3K)
Filed 2026-10-09
Harbour Capital Advisors, LLC
UNCHANGED
Shares8,578 from 8,578
Change0 (0%)
Value$1.3M (+$5.1K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares8,565 from 8,484
Change+81 (+1%)
Value$1.3M (+$20.6K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED
Shares8,457 from 8,457
Change0 (0%)
Value$1.3M (+$8.1K)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares8,300 from 16,600
Change-8,300 (-50%)
Value$1.3M (-$1.3M)
Filed 2026-10-15
Colorado Capital Management, Inc.
UNCHANGED
Shares8,195 from 8,195
Change0 (0%)
Value$1.3K (+$8)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares8,188 from 8,188
Change0 (0%)
Value$1.3K (-$1.3M)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares8,019 from 8,496
Change-477 (-6%)
Value$1.2M (-$65.9K)
Filed 2026-10-30
Canandaigua National Bank & Trust Co
DECREASED
Shares7,981 from 8,341
Change-360 (-4%)
Value$1.2M (-$47.9K)
Filed 2026-10-07
JDH Wealth Management, LLC
INCREASED
Shares7,937 from 7,936
Change+1 (+0%)
Value$1.2M (+$7.7K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares7,677 from 7,587
Change+90 (+1%)
Value$1.2M (+$21.2K)
Filed 2026-10-20
Obsidian CIO, LLC
INCREASED
Shares7,641 from 6,526
Change+1,115 (+17%)
Value$1.2M (+$179.4K)
Filed 2026-11-05
Keybank National Association
UNCHANGED
Shares7,623 from 7,623
Change0 (0%)
Value$1.2M (+$7.3K)
Filed 2026-11-04
Pinnacle Financial Group, LLC / IL
INCREASED
Shares7,534 from 7,458
Change+76 (+1%)
Value$1.2M (+$18.9K)
Filed 2026-10-29
Sachem Hill LLC
UNCHANGED
Shares7,373 from 7,373
Change0 (0%)
Value$1.1M (+$7.1K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares7,278 from 22,074
Change-14,796 (-67%)
Value$1.1M (-$2.3M)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
DECREASED
Shares7,261 from 7,976
Change-715 (-9%)
Value$1.1M (-$103.3K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
DECREASED
Shares7,200 from 8,638
Change-1,438 (-17%)
Value$1.1M (-$214.9K)
Filed 2026-10-30
Essential Partners LLC
INCREASED
Shares6,961 from 6,541
Change+420 (+6%)
Value$1.1M (+$71.5K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares6,948 from 6,948
Change0 (0%)
Value$1.1M (+$6.7K)
Filed 2026-10-16
Bailard, Inc.
INCREASED
Shares6,880 from 6,022
Change+858 (+14%)
Value$1.1M (+$139.0K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares6,775 from 5,324
Change+1,451 (+27%)
Value$1.0M (+$219.3K)
Filed 2026-10-27
McLean Asset Management Corp
DECREASED
Shares6,730 from 7,376
Change-646 (-9%)
Value$980.6K (-$129.6K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares6,615 from 6,245
Change+370 (+6%)
Value$1.0M (+$63.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares6,513 from 4,265
Change+2,248 (+53%)
Value$1.0M (+$353.1K)
Filed 2026-10-16
Granville Capital, Inc.
DECREASED
Shares6,415 from 7,539
Change-1,124 (-15%)
Value$995.9K (-$167.2K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares6,145 from 6,240
Change-95 (-2%)
Value$954.0K (-$8.8K)
Filed 2026-11-03
Warner Financial, Inc
INCREASED
Shares6,006 from 6,005
Change+1 (+0%)
Value$932.4K (+$5.8K)
Filed 2026-11-06
Everhart Financial Group, Inc.
DECREASED
Shares5,947 from 6,861
Change-914 (-13%)
Value$923.2K (-$135.4K)
Filed 2026-10-08
Liberty Capital Management, Inc.
DECREASED
Shares5,775 from 5,785
Change-10 (0%)
Value$896.6K (+$4.0K)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares5,660 from 4,928
Change+732 (+15%)
Value$878.6K (+$118.4K)
Filed 2026-11-04
Patten Group, Inc.
INCREASED
Shares5,576 from 5,119
Change+457 (+9%)
Value$865.7K (+$75.9K)
Filed 2026-10-26
IAG Wealth Partners, LLC
UNCHANGED
Shares5,510 from 5,510
Change0 (0%)
Value$855.4K (+$5.3K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares5,371 from 5,378
Change-7 (0%)
Value$833.9K (+$4.2K)
Filed 2026-10-28
Life Planning Partners, Inc
DECREASED
Shares5,282 from 5,522
Change-240 (-4%)
Value$820.0K (-$32.0K)
Filed 2026-10-28
Ridgewood Investments LLC
INCREASED
Shares5,267 from 5,235
Change+32 (+1%)
Value$817.6K (+$9.9K)
Filed 2026-10-05
Breakwater Capital Group
INCREASED
Shares5,215 from 5,163
Change+52 (+1%)
Value$809.6K (+$13.0K)
Filed 2026-10-09
Yoffe Investment Management, LLC
UNCHANGED
Shares5,212 from 5,212
Change0 (0%)
Value$809.2K (+$5.0K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares5,124 from 5,264
Change-140 (-3%)
Value$795.5K (-$16.7K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares4,893 from 4,941
Change-48 (-1%)
Value$759.7K (-$2.7K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares4,873 from 4,854
Change+19 (+0%)
Value$756.5K (+$7.6K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$743.4K (+$4.7K)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares4,771 from 4,305
Change+466 (+11%)
Value$740.7K (+$76.4K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares4,731 from 4,563
Change+168 (+4%)
Value$734.5K (+$30.5K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$726.9K (+$4.5K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares4,645 from 3,835
Change+810 (+21%)
Value$721.1K (+$129.4K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares4,601 from 4,105
Change+496 (+12%)
Value$709.8K (+$76.5K)
Filed 2026-11-06
BCS Wealth Management
UNCHANGED
Shares4,588 from 4,588
Change0 (0%)
Value$712.3K (+$4.4K)
Filed 2026-11-03
Fortress Financial Solutions, LLC
NEW
Shares4,527
Change+4,527
Value$702.8K
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares4,454 from 4,227
Change+227 (+5%)
Value$691.5K (+$39.3K)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$676.9K (+$4.2K)
Filed 2026-10-14
Trust Co of the South
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$662.9K (+$4.1K)
Filed 2026-10-21
Advocate Investing Services LLC
INCREASED
Shares4,256 from 4,255
Change+1 (+0%)
Value$660.7K (+$4.1K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares4,245 from 5,477
Change-1,232 (-22%)
Value$659.0K (-$191.7K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,221 from 2,358
Change+1,863 (+79%)
Value$655 (-$289.4K)
Filed 2026-11-04
Carson Advisory Inc.
DECREASED
Shares4,169 from 4,299
Change-130 (-3%)
Value$647.2K (-$16.1K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares4,138 from 4,005
Change+133 (+3%)
Value$642.4K (+$24.5K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares4,096 from 3,991
Change+105 (+3%)
Value$611.7K (+$11.1K)
Filed 2026-10-27
Upper Left Wealth Management, LLC
DECREASED
Shares4,069 from 18,308
Change-14,239 (-78%)
Value$631.7K (-$2.2M)
Filed 2026-10-14
Optimist Retirement Group LLC
INCREASED
Shares3,832 from 3,828
Change+4 (+0%)
Value$594.9K (+$4.2K)
Filed 2026-10-30
Evergreen Wealth Management, LLC
DECREASED
Shares3,803 from 4,477
Change-674 (-15%)
Value$590.4K (-$100.4K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares3,797 from 21,135
Change-17,338 (-82%)
Value$584.7K (-$2.7M)
Filed 2026-10-16
Altiora Financial Group, LLC
UNCHANGED
Shares3,748 from 3,748
Change0 (0%)
Value$581.9K (+$3.6K)
Filed 2026-11-04
Bahl & Gaynor LLC
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$575.2K (+$3.6K)
Filed 2026-11-05
Soltis Investment Advisors LLC
DECREASED
Shares3,648 from 3,771
Change-123 (-3%)
Value$566.3K (-$15.5K)
Filed 2026-10-28
Old National Bancorp
UNCHANGED
Shares3,611 from 3,611
Change0 (0%)
Value$560.6K (+$3.5K)
Filed 2026-10-20
Klingman & Associates, LLC
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$556.3K (+$3.4K)
Filed 2026-10-20
Midwest Trust Co
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$556.3K (+$3.4K)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares3,579 from 3,507
Change+72 (+2%)
Value$555.6K (+$14.5K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
DECREASED
Shares3,554 from 3,679
Change-125 (-3%)
Value$551.7K (-$16.0K)
Filed 2026-10-29
Farnam Financial LLC
INCREASED
Shares3,455 from 3,452
Change+3 (+0%)
Value$525.6K (-$7.0K)
Filed 2026-10-21
Clarity Capital Advisors, LLC
INCREASED
Shares3,359 from 3,355
Change+4 (+0%)
Value$521.4K (+$3.8K)
Filed 2026-10-27
Essential Planning, Llc.
NEW
Shares3,358
Change+3,358
Value$521.5K
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,341 from 3,416
Change-75 (-2%)
Value$518.7K (-$8.4K)
Filed 2026-10-23
Prosperity Planning, Inc.
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$513.6K (+$3.3K)
Filed 2026-10-09
Valeo Financial Advisors, LLC
INCREASED
Shares3,306 from 3,304
Change+2 (+0%)
Value$513.3K (+$3.5K)
Filed 2026-10-08
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,294 from 3,251
Change+43 (+1%)
Value$511.4K (+$9.8K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares3,224 from 3,131
Change+93 (+3%)
Value$500.5K (+$17.4K)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares3,175 from 3,240
Change-65 (-2%)
Value$492.9K (-$7.0K)
Filed 2026-11-05
Anson Capital, Inc.
INCREASED
Shares3,167 from 3,137
Change+30 (+1%)
Value$491.6K (+$7.6K)
Filed 2026-10-23
Richardson Financial Services Inc.
DECREASED
Shares3,137 from 3,507
Change-370 (-11%)
Value$487.1K (-$54.0K)
Filed 2026-10-30
Firethorn Wealth Partners, LLC
INCREASED
Shares3,068 from 2,731
Change+337 (+12%)
Value$476.4K (+$55.0K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares3,059 from 3,068
Change-9 (0%)
Value$474.8K (+$1.5K)
Filed 2026-10-23
Aire Advisors, LLC
INCREASED
Shares3,014 from 3,013
Change+1 (+0%)
Value$467.9K (+$3.0K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
UNCHANGED
Shares3,005 from 3,005
Change0 (0%)
Value$466.5K (+$2.9K)
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,997 from 2,997
Change0 (0%)
Value$465.3K (+$2.9K)
Filed 2026-10-15
Aurelius Family Office LLC
DECREASED
Shares2,982 from 3,005
Change-23 (-1%)
Value$462.9K (-$805)
Filed 2026-10-23
Sunesis Advisors, LLC
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$463.0K (+$2.9K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED
Shares2,949 from 2,949
Change0 (0%)
Value$457.8K (+$2.8K)
Filed 2026-10-19
Novem Group
INCREASED
Shares2,904 from 2,769
Change+135 (+5%)
Value$450.9K (+$23.6K)
Filed 2026-10-19
Duncker Streett & Co Inc
DECREASED
Shares2,861 from 2,891
Change-30 (-1%)
Value$444.2K (-$1.9K)
Filed 2026-10-27
Hardin Capital Partners, LLC
INCREASED
Shares2,845 from 2,836
Change+9 (+0%)
Value$441.7K (+$3.4K)
Filed 2026-10-09
Stage Harbor Financial, LLC
DECREASED
Shares2,834 from 2,844
Change-10 (0%)
Value$440.0K (+$1.2K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares2,829 from 10,167
Change-7,338 (-72%)
Value$439.2K (-$1.1M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares2,819 from 2,757
Change+62 (+2%)
Value$437.7K (+$12.3K)
Filed 2026-10-20
Opus Capital Group, LLC
DECREASED
Shares2,782 from 2,807
Change-25 (-1%)
Value$432 (-$432.6K)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares2,747 from 2,747
Change0 (0%)
Value$426.5K (+$2.6K)
Filed 2026-10-15
Evergreen Capital Management LLC
UNCHANGED
Shares2,746 from 2,746
Change0 (0%)
Value$426.3K (+$2.6K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
DECREASED
Shares2,710 from 3,324
Change-614 (-18%)
Value$420.7K (-$92.1K)
Filed 2026-10-08
Fiera Capital Corp
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$410.5K (+$2.5K)
Filed 2026-11-06
Prairiewood Capital, LLC
UNCHANGED
Shares2,629 from 2,629
Change0 (0%)
Value$408.2K (+$2.5K)
Filed 2026-10-16
Jeppson Wealth Management, LLC
INCREASED
Shares2,552 from 2,550
Change+2 (+0%)
Value$396.3K (+$2.8K)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares2,549 from 2,392
Change+157 (+7%)
Value$395.8K (+$26.8K)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares2,515 from 2,580
Change-65 (-3%)
Value$390.5K (-$7.6K)
Filed 2026-10-28
Smith Thornton Advisors LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$388.1K (+$7.7K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,483 from 2,483
Change0 (0%)
Value$385.5K (+$2.4K)
Filed 2026-10-14
Veratis Advisors, Inc.
DECREASED
Shares2,469 from 2,473
Change-4 (0%)
Value$383.3K (+$1.8K)
Filed 2026-11-03
Vilga Financial Planning LLC
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$369.2K (+$2.3K)
Filed 2026-10-09
Stevens Capital Partners
INCREASED
Shares2,349 from 2,215
Change+134 (+6%)
Value$364.6K (+$22.9K)
Filed 2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$362.8K (+$2.2K)
Filed 2026-10-30
Matisse Capital
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$362.8K (+$2.2K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares2,325 from 13,142
Change-10,817 (-82%)
Value$361 (-$2.0M)
Filed 2026-10-26
Markowski Investments
DECREASED
Shares2,307 from 2,315
Change-8 (0%)
Value$358.2K (+$981)
Filed 2026-10-30
One Day In July LLC
DECREASED
Shares2,291 from 2,413
Change-122 (-5%)
Value$355.8K (-$16.6K)
Filed 2026-10-30
JGP Wealth Management, LLC
DECREASED
Shares2,254 from 2,259
Change-5 (0%)
Value$349.9K (+$1.4K)
Filed 2026-10-13
Community Bank, N.A.
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$336.6K (+$2.1K)
Filed 2026-11-06
Black Diamond Financial, LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$335.3K (+$2.1K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares2,132 from 1,668
Change+464 (+28%)
Value$331.0K (+$73.6K)
Filed 2026-10-14
Eagle Bay Advisors LLC
INCREASED
Shares2,119 from 1,673
Change+446 (+27%)
Value$329.0K (+$70.8K)
Filed 2026-10-16
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$326.0K (+$2.0K)
Filed 2026-10-21
Bedel Financial Consulting, Inc.
INCREASED
Shares2,085 from 2,082
Change+3 (+0%)
Value$323.7K (+$2.5K)
Filed 2026-11-06
Nicholas Wealth, Llc.
INCREASED
Shares2,066 from 1,418
Change+648 (+46%)
Value$320.8K (+$102.0K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
DECREASED
Shares2,053 from 2,117
Change-64 (-3%)
Value$305.0K (-$13.7K)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares2,046 from 1,723
Change+323 (+19%)
Value$317.6K (+$51.8K)
Filed 2026-10-23
Sepio Capital, LP
INCREASED
Shares2,030 from 1,840
Change+190 (+10%)
Value$315.2K (+$31.3K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares2,013 from 1,587
Change+426 (+27%)
Value$312.6K (+$67.7K)
Filed 2026-10-13
Insight 2811, Inc.
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$309.7K (+$1.9K)
Filed 2026-11-06
TFB Advisors LLC
DECREASED
Shares1,992 from 2,053
Change-61 (-3%)
Value$309.3K (-$7.5K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares1,959 from 1,529
Change+430 (+28%)
Value$304.1K (+$68.2K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares1,940 from 2,023
Change-83 (-4%)
Value$301.2K (-$10.9K)
Filed 2026-10-20
Equity Wealth Partners, LLC
DECREASED
Shares1,930 from 1,938
Change-8 (0%)
Value$299.7K (+$713)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares1,906 from 1,877
Change+29 (+2%)
Value$295.9K (+$6.3K)
Filed 2026-10-14
Greenspring Advisors, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$295.0K (+$1.8K)
Filed 2026-11-05
Western Reserve Capital Management, LLC
INCREASED
Shares1,895 from 1,893
Change+2 (+0%)
Value$294.2K (+$2.1K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
INCREASED
Shares1,883 from 1,879
Change+4 (+0%)
Value$292.3K (+$2.3K)
Filed 2026-10-23
WBH Advisory Inc
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$287.2K (+$1.8K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares1,847 from 2,183
Change-336 (-15%)
Value$286.7K (-$50.1K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
NEW
Shares1,845
Change+1,845
Value$286.4K
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares1,822 from 2,400
Change-578 (-24%)
Value$282.9K (-$87.4K)
Filed 2026-10-09
City Holding Co
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$279.5K (+$1.7K)
Filed 2026-10-19
MMA Asset Management LLC
INCREASED
Shares1,797 from 1,452
Change+345 (+24%)
Value$279.0K (+$55.0K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares1,774 from 1,358
Change+416 (+31%)
Value$263.2K (+$53.2K)
Filed 2026-11-04
BCO Wealth Management LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$275.4K (+$1.7K)
Filed 2026-10-14
Allegheny Financial Group
DECREASED
Shares1,767 from 1,850
Change-83 (-4%)
Value$274.4K (-$11.1K)
Filed 2026-11-05
Plancorp, LLC
DECREASED
Shares1,766 from 1,771
Change-5 (0%)
Value$261.5K (-$8.1K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,756 from 1,695
Change+61 (+4%)
Value$272.7K (+$11.1K)
Filed 2026-10-13
Evolution Advisers, Inc.
NEW
Shares1,750
Change+1,750
Value$266.6K
Filed 2026-11-06
Ellis Investment Partners, LLC
INCREASED
Shares1,737 from 1,705
Change+32 (+2%)
Value$269.8K (+$6.7K)
Filed 2026-10-21
Joel Isaacson & Co., LLC
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$267.7K (+$1.7K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,713 from 1,606
Change+107 (+7%)
Value$265.9K (+$18.1K)
Filed 2026-10-30
Blue Capital, Inc.
NEW
Shares1,642
Change+1,642
Value$254.9K
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$254.0K (+$1.6K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares1,622 from 1,485
Change+137 (+9%)
Value$251.8K (+$22.7K)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares1,619 from 1,513
Change+106 (+7%)
Value$251.4K (+$17.8K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares1,596 from 2,430
Change-834 (-34%)
Value$247.8K (-$127.1K)
Filed 2026-10-22
Liberty Atlantic Advisors LLC
NEW
Shares1,594
Change+1,594
Value$247.5K
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares1,594 from 1,548
Change+46 (+3%)
Value$247.5K (+$8.6K)
Filed 2026-10-26
Northwest Wealth Management, LLC
DECREASED
Shares1,555 from 1,556
Change-1 (0%)
Value$241.5K (+$1.5K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares1,536 from 1,533
Change+3 (+0%)
Value$238.5K (+$1.9K)
Filed 2026-10-13
Avant Financial Advisors LLC
DECREASED
Shares1,520 from 1,570
Change-50 (-3%)
Value$236.0K (-$6.3K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares1,516 from 1,354
Change+162 (+12%)
Value$235.4K (+$26.5K)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares1,500 from 1,875
Change-375 (-20%)
Value$232.9K (-$56.4K)
Filed 2026-11-06
Single Point Partners, LLC
DECREASED
Shares1,483 from 1,516
Change-33 (-2%)
Value$230.3K (-$3.7K)
Filed 2026-10-19
Pacific Asset Management, LLC
DECREASED
Shares1,470 from 1,665
Change-195 (-12%)
Value$228.3K (-$28.6K)
Filed 2026-10-15
Ellerson Group Inc
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$216.6K (-$9.9K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares1,455 from 1,528
Change-73 (-5%)
Value$225.9K (-$9.8K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
INCREASED
Shares1,451 from 1,429
Change+22 (+2%)
Value$225.3K (+$4.8K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
NEW
Shares1,444
Change+1,444
Value$224.3K
Filed 2026-10-26
North Capital, Inc.
INCREASED
Shares1,437 from 1,434
Change+3 (+0%)
Value$221.6K (+$352)
Filed 2026-10-16
Clark Asset Management, LLC
DECREASED
Shares1,422 from 1,545
Change-123 (-8%)
Value$220.8K (-$17.6K)
Filed 2026-10-19
May Hill Capital, LLC
DECREASED
Shares1,400 from 1,401
Change-1 (0%)
Value$217.3K (+$1.1K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares1,387 from 1,385
Change+2 (+0%)
Value$215.4K (+$1.5K)
Filed 2026-11-03
City State Bank
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$215.0K (+$1.3K)
Filed 2026-10-20
Creekside Partners
NEW
Shares1,361
Change+1,361
Value$211.3K
Filed 2026-11-04
Robinswood Financial LLC
INCREASED
Shares1,347 from 1,346
Change+1 (+0%)
Value$204.3K (-$3.5K)
Filed 2026-10-20
CGN Advisors LLC
DECREASED
Shares1,341 from 2,832
Change-1,491 (-53%)
Value$208.2K (-$228.8K)
Filed 2026-10-21
Northstar Asset Management Co
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$202.1K (+$2.9K)
Filed 2026-10-22
Central Trust Co
INCREASED
Shares1,320 from 1,245
Change+75 (+6%)
Value$204.9K (+$12.8K)
Filed 2026-11-05
Ipsen Advisor Group LLC
DECREASED
Shares1,317 from 1,320
Change-3 (0%)
Value$204.4K (+$715)
Filed 2026-10-29
Center For Asset Management LLC
DECREASED
Shares1,314 from 2,856
Change-1,542 (-54%)
Value$204.0K (-$236.6K)
Filed 2026-10-16
Silver Oak Advisory Group, Inc.
DECREASED
Shares1,312 from 1,576
Change-264 (-17%)
Value$203.8K (-$39.2K)
Filed 2026-11-06
USA Financial Formulas
NEW
Shares1,288
Change+1,288
Value$200.0K
Filed 2026-10-16
Pillar Financial Advisors, LLC
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$187.7K (+$1.2K)
Filed 2026-10-21
Parkside Financial Bank & Trust
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$184.3K (+$1.1K)
Filed 2026-10-27
Trellis Wealth Advisors LLC
NEW
Shares1,180
Change+1,180
Value$183.2K
Filed 2026-10-19
Deutsche Bank Ag\
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$168.3K (+$1.0K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$164.4K (+$1.0K)
Filed 2026-10-13
KFG LLC
NEW
Shares1,047
Change+1,047
Value$162.5K
Filed 2026-11-02
Fairway Wealth LLC
INCREASED
Shares977 from 882
Change+95 (+11%)
Value$151.6K (+$15.5K)
Filed 2026-10-30
Breakwater Investment Management
INCREASED
Shares936 from 378
Change+558 (+148%)
Value$145.4K (+$87.1K)
Filed 2026-10-20
Barclays PLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$143.6K (+$888)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$139.7K (+$864)
Filed 2026-10-16
Financial Management Professionals, Inc.
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$133.3K (+$824)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares807 from 752
Change+55 (+7%)
Value$125.4K (+$9.3K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares783
Change+783
Value$121.5K
Filed 2026-10-27
SBK Financial, Inc.
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$113.0K (+$698)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares721 from 741
Change-20 (-3%)
Value$111.9K (-$2.4K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares653 from 448
Change+205 (+46%)
Value$101.5K (+$32.3K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares646 from 583
Change+63 (+11%)
Value$100.3K (+$10.3K)
Filed 2026-10-16
DeDora Capital, Inc.
NEW
Shares620
Change+620
Value$96.3K
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares534 from 453
Change+81 (+18%)
Value$82.9K (+$13.0K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares519 from 554
Change-35 (-6%)
Value$80.6K (-$4.9K)
Filed 2026-10-05
TFC Financial Management, Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$80.0K (+$494)
Filed 2026-10-26
American National Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$77.6K (+$480)
Filed 2026-10-07
Cullen T Bankers, Inc.
INCREASED
Shares456 from 424
Change+32 (+8%)
Value$70.7K (+$5.3K)
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$68.0K (+$421)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$67 ($0)
Filed 2026-10-27
Downshift Financial, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$61.8K (+$385)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$59.0K (+$365)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares356 from 355
Change+1 (+0%)
Value$55.3K (+$444)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$53.7K (+$332)
Filed 2026-10-22
Signature Resources Capital Management, LLC
INCREASED
Shares305 from 246
Change+59 (+24%)
Value$47.4K (+$9.4K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares303 from 3,039
Change-2,736 (-90%)
Value$47.0K (-$421.8K)
Filed 2026-10-14
Financial Perspectives, Inc
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$44.6K (+$311)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares266 from 42
Change+224 (+533%)
Value$41.2K (+$34.7K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$38.3K (+$262)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$37.0K (+$323)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$35.7K (+$221)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$35.5K (+$270)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$35.4K (+$219)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
INCREASED
Shares220 from 4
Change+216 (+5400%)
Value$34.2K (+$33.6K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$34.1K (+$274)
Filed 2026-10-23
Burkett Financial Services, LLC
NEW
Shares219
Change+219
Value$34.1K
Filed 2026-10-01
Addison Advisors LLC
DECREASED
Shares218 from 234
Change-16 (-7%)
Value$33.8K (-$2.3K)
Filed 2026-11-06
Clearstead Trust, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$32.6K (+$202)
Filed 2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$31.4K (+$193)
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31.1K (+$192)
Filed 2026-10-09
Noble Wealth Management PBC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31.1K (+$192)
Filed 2026-10-01
Gamma Investing LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$29.8K (+$184)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares186 from 227
Change-41 (-18%)
Value$29.0K (-$6.1K)
Filed 2026-10-30
CKW Financial Group
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$29 ($0)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares184 from 183
Change+1 (+1%)
Value$28.6K (+$331)
Filed 2026-11-05
Register Financial Advisors LLC
NEW
Shares183
Change+183
Value$28.4K
Filed 2026-10-23
Nova Financial LLC
NEW
Shares160
Change+160
Value$24.8K
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$23.6K (+$146)
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares150 from 98
Change+52 (+53%)
Value$23.3K (+$8.2K)
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$21.7K (+$134)
Filed 2026-10-28
NBH Bank
INCREASED
Shares134 from 108
Change+26 (+24%)
Value$20.8K (+$4.1K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$20.2K (+$125)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares129 from 65
Change+64 (+98%)
Value$20.0K (+$10.0K)
Filed 2026-10-15
Ulland Investment Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$19 ($0)
Filed 2026-10-13
GGM Financial LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$18.1K (+$145)
Filed 2026-11-05
Sunrise Financial Services, LLC
DECREASED
Shares108 from 162
Change-54 (-33%)
Value$16.8K (-$8.2K)
Filed 2026-10-21
North Star Investment Management Corp.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$16.1K (+$100)
Filed 2026-10-27
Independence Bank of Kentucky
NEW
Shares100
Change+100
Value$15.5K
Filed 2026-10-26
Phillips Financial Management, LLC
NEW
Shares97
Change+97
Value$15.1K
Filed 2026-10-19
Morling Financial Advisors, LLC
NEW
Shares96
Change+96
Value$14.9K
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$14.6K (+$91)
Filed 2026-10-19
Burk Holdings LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$13.4K (+$83)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$12.6K (+$78)
Filed 2026-10-22
Hartford Financial Management Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.4K (+$76)
Filed 2026-10-21
First Pacific Financial
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$11.3K (+$91)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$11 (+$1)
Filed 2026-11-04
Trust Co of Toledo NA
NEW
Shares69
Change+69
Value$10.7K
Filed 2026-10-16
Vermillion Wealth Management, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.5K (+$84)
Filed 2026-10-26
Trust Co
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$10.2K (+$63)
Filed 2026-10-09
Creative Capital Management Investments LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$9.6K (+$60)
Filed 2026-10-28
Peterson Wealth Services
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.3K (+$58)
Filed 2026-10-26
Washington Trust Advisors, Inc.
NEW
Shares54
Change+54
Value$8.4K
Filed 2026-10-22
Key Capital Management, Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$8.2K (+$51)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.8K (+$48)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.8K (+$49)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares49
Change+49
Value$7.6K
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$7.2K (+$58)
Filed 2026-10-15
Ashton Thomas Securities, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$6.8K (+$42)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$6.8K (+$42)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$6.8K (+$6.8K)
Filed 2026-11-06
Valued Wealth Advisors LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$6.8K (+$42)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.4K (+$34)
Filed 2026-10-13
McCarley & Cook Financial Planners
DECREASED
Shares34 from 54
Change-20 (-37%)
Value$5.3K (-$3.1K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares34 from 26
Change+8 (+31%)
Value$5.3K (+$1.3K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.1K (-$3)
Filed 2026-11-04
Chilton Capital Management LLC
NEW
Shares27
Change+27
Value$4.2K
Filed 2026-10-28
Winthrop Capital Management, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.0K (+$37)
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.0K (+$25)
Filed 2026-10-28
Aspect Partners, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.6K (+$22)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares22
Change+22
Value$3.4K
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.4K (+$21)
Filed 2026-10-16
Bangor Savings Bank
DECREASED
Shares18 from 19
Change-1 (-5%)
Value$2.8K (-$136)
Filed 2026-10-06
Balentine LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.8K (+$18)
Filed 2026-11-03
Beacon Financial Strategies Corp
INCREASED
Shares15 from 8
Change+7 (+88%)
Value$2.3K (+$1.1K)
Filed 2026-10-14
Valley National Advisers Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.2K (+$13)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares9
Change+9
Value$1.4K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares8
Change+8
Value$1.2K
Filed 2026-11-03
Reap Financial Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (+$10)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$1.1K (+$318)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$932
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares6 from 15
Change-9 (-60%)
Value$932 (-$1.4K)
Filed 2026-11-04
Networth Advisors, LLC
DECREASED
Shares5 from 44
Change-39 (-89%)
Value$826 (-$6.0K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$776 (+$5)
Filed 2026-10-05
Montgomery Financial Services LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$466 (+$3)
Filed 2026-11-03
Signature Equity Partners, LLC
DECREASED
Shares1 from 87
Change-86 (-99%)
Value$114 (-$13.3K)
Filed 2026-10-29
Tsfg, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-23
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$83 (+$1)
Filed 2026-10-28
FDx Advisors, Inc.
CLOSED
Shares0 from 22,521
Change-22,521 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-05
LFG Wealth Partners, LLC
CLOSED
Shares0 from 11,622
Change-11,622 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
Wedbush Securities Inc
CLOSED
Shares0 from 3,921
Change-3,921 (-100%)
Value$0 (-$605.0K)
Filed 2026-10-22
Csenge Advisory Group
CLOSED
Shares0 from 1,914
Change-1,914 (-100%)
Value$0 (-$295.3K)
Filed 2026-11-04
Appleton Partners Inc
CLOSED
Shares0 from 1,765
Change-1,765 (-100%)
Value$0 (-$272.0K)
Filed 2026-10-30
Hegarty Advisors, LLC
CLOSED
Shares0 from 1,477
Change-1,477 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-20
Anderson Hoagland & Co
CLOSED
Shares0 from 1,409
Change-1,409 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-23
Atlatl Advisers LLC
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$141.2K)
Filed 2026-10-22
Wellington Grp LLC
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$75.2K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$64.1K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$46.9K)
Filed 2026-10-13
Country Trust Bank
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$40.9K)
Filed 2026-10-30
MCF Advisors LLC
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-23
Maseco LLP
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-16
Financial Consulate, Inc
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-23
SYM Financial Corp
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$309)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$216.9K (-$14.9K)
Filed 2026-10-29
Empower Advisory Group, LLC
N/A
Shares— from 5,041,385
Change-5,041,385 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,897,206
Change-2,897,206 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,902,746
Change-1,902,746 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,784,720
Change-1,784,720 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,656,856
Change-1,656,856 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,632,044
Change-1,632,044 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,015,203
Change-1,015,203 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 766,661
Change-766,661 (-100%)
Value—
WIT, LLC
N/A
Shares— from 719,961
Change-719,961 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 611,851
Change-611,851 (-100%)
Value—
UBS Group AG
N/A
Shares— from 517,094
Change-517,094 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 449,540
Change-449,540 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 411,759
Change-411,759 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 350,777
Change-350,777 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 338,908
Change-338,908 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 284,050
Change-284,050 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 283,898
Change-283,898 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 283,383
Change-283,383 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 223,565
Change-223,565 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 220,725
Change-220,725 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 217,088
Change-217,088 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 213,717
Change-213,717 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 194,304
Change-194,304 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 171,374
Change-171,374 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 165,467
Change-165,467 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 139,872
Change-139,872 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 124,832
Change-124,832 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 120,040
Change-120,040 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 119,118
Change-119,118 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 100,174
Change-100,174 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 95,521
Change-95,521 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 89,587
Change-89,587 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 82,340
Change-82,340 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 81,397
Change-81,397 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 80,907
Change-80,907 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 78,172
Change-78,172 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 75,705
Change-75,705 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 72,368
Change-72,368 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 68,320
Change-68,320 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 67,996
Change-67,996 (-100%)
Value—
FMR LLC
N/A
Shares— from 66,974
Change-66,974 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 66,466
Change-66,466 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 65,752
Change-65,752 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 64,913
Change-64,913 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 64,663
Change-64,663 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 63,295
Change-63,295 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 62,395
Change-62,395 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 61,358
Change-61,358 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60,549
Change-60,549 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 55,139
Change-55,139 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 51,669
Change-51,669 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 49,241
Change-49,241 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 47,826
Change-47,826 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 47,746
Change-47,746 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 47,588
Change-47,588 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 45,219
Change-45,219 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,690
Change-43,690 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,583
Change-43,583 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 43,099
Change-43,099 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 40,614
Change-40,614 (-100%)
Value—
Obsido Oy
N/A
Shares— from 39,135
Change-39,135 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,321
Change-38,321 (-100%)
Value—
Commerce Bank
N/A
Shares— from 38,182
Change-38,182 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 38,004
Change-38,004 (-100%)
Value—
Nwam LLC
N/A
Shares— from 34,344
Change-34,344 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 32,020
Change-32,020 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 31,747
Change-31,747 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,695
Change-30,695 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,650
Change-30,650 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 29,643
Change-29,643 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 28,459
Change-28,459 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 28,289
Change-28,289 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,597
Change-25,597 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,224
Change-25,224 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 23,136
Change-23,136 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 23,054
Change-23,054 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,709
Change-22,709 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 22,516
Change-22,516 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 21,549
Change-21,549 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,275
Change-17,275 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,983
Change-16,983 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,709
Change-16,709 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 16,549
Change-16,549 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,233
Change-16,233 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,510
Change-14,510 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,056
Change-14,056 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 14,004
Change-14,004 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 13,143
Change-13,143 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,126
Change-12,126 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,827
Change-11,827 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,371
Change-11,371 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,169
Change-11,169 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 10,512
Change-10,512 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 10,064
Change-10,064 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 9,399
Change-9,399 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,877
Change-7,877 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,483
Change-7,483 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,921
Change-5,921 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 5,762
Change-5,762 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
&partners
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Nepc LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
CIM, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 995
Change-995 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 924
Change-924 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 820
Change-820 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 687
Change-687 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 426
Change-426 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 370
Change-370 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 297
Change-297 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 288
Change-288 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 265
Change-265 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 187
Change-187 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 133
Change-133 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 128
Change-128 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 90
Change-90 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 82
Change-82 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 70
Change-70 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 65
Change-65 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 65
Change-65 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29
Change-29 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 21
Change-21 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 0
Change0
Value—
Status
State of New Jersey Common Pension Fund D
UNCHANGED1,512,8751,512,87500%$233.4M$234.9M+$1.5M2026-11-05
Assetmark, Inc
INCREASED1,037,8101,022,768+15,042+1%$157.8M$161.1M+$3.3M2026-10-21
Creative Planning
INCREASED845,617783,926+61,691+8%$121.0M$131.3M+$10.3M2026-11-02
Bank of New York Mellon Corp
DECREASED777,789792,335-14,546-2%$122.2M$120.8M-$1.5M2026-11-05
LPL Financial LLC
DECREASED371,520483,515-111,995-23%$74.6M$57.7M-$16.9M2026-11-06
Savant Capital, LLC
DECREASED249,103357,846-108,743-30%$53.8M$38.7M-$15.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED232,102236,988-4,886-2%$36.6M$36.0M-$531.0K2026-11-02
PNC Financial Services Group, Inc.
DECREASED212,712212,812-1000%$32.8M$33.0M+$188.8K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED204,569205,418-8490%$31.7M$31.8M+$65.4K2026-10-27
Apella Capital, LLC
INCREASED188,240170,488+17,752+10%$26.2M$29.1M+$2.9M2026-10-08
Wedmont Private Capital
DECREASED173,206177,618-4,412-2%$27.5M$26.6M-$862.4K2026-10-09
Vontobel Holding Ltd.
UNCHANGED165,000165,00000%$25.5M$25.6M+$158.4K2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED159,359169,612-10,253-6%$26.2M$24.7M-$1.4M2026-10-08
Mather Group, Llc.
DECREASED135,561135,927-3660%$21.0M$21.0M+$73.7K2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED120,927113,969+6,958+6%$17.6M$18.8M+$1.2M2026-10-29
MilWealth Group LLC
INCREASED119,457118,364+1,093+1%$18.3M$18.5M+$283.4K2026-11-02
Partners in Financial Planning
DECREASED104,713105,235-5220%$16.2M$16.3M+$20.0K2026-11-06
Aspiriant, LLC
INCREASED94,65194,513+138+0%$14.6M$14.7M+$111.9K2026-10-16
Family CFO Inc
INCREASED83,40182,953+448+1%$12.8M$12.9M+$149.2K2026-10-30
Lido Advisors, LLC
INCREASED78,81729,614+49,203+166%$4.6M$12.2M+$7.7M2026-11-04
Presilium Private Wealth, LLC
INCREASED77,81270,266+7,546+11%$10.8M$12.1M+$1.2M2026-10-26
Modera Wealth Management, LLC
DECREASED77,71780,798-3,081-4%$12.5M$12.1M-$400.8K2026-10-28
Columbus Macro, LLC
DECREASED75,82175,961-1400%$11.7M$11.8M+$51.2K2026-10-14
Discipline Wealth Solutions, LLC
INCREASED75,11573,774+1,341+2%$11.4M$11.7M+$279.0K2026-10-14
IFG Advisors, LLC
INCREASED72,33470,424+1,910+3%$10.9M$11.2M+$364.1K2026-10-15
25 LLC
DECREASED69,47374,838-5,365-7%$11.5M$10.8M-$761.1K2026-10-13
Valmark Advisers, Inc.
INCREASED69,29868,442+856+1%$10.6M$10.8M+$198.6K2026-11-06
Maltin Wealth Management, Inc.
INCREASED67,82866,359+1,469+2%$10.2M$10.5M+$291.8K2026-10-13
Twelve Points Wealth Management LLC
INCREASED67,58164,646+2,935+5%$10.0M$10.0M+$31.2K2026-11-03
Newton One Investments LLC
INCREASED67,36866,693+675+1%$10.3M$10.5M+$168.9K2026-10-14
Cutler Investment Counsel LLC
INCREASED66,62363,978+2,645+4%$9.9M$10.3M+$472.1K2026-10-28
Grove Street Fiduciary, LLC
DECREASED65,26667,205-1,939-3%$10.4M$10.1M-$236.6K2026-10-13
RTD Financial Advisors, Inc.
DECREASED63,87264,256-384-1%$9.9M$9.9M+$2.1K2026-10-09
Johnson Financial Group, LLC
DECREASED63,78163,816-350%$9.8M$9.9M+$56.0K2026-11-03
Brooklyn FI, LLC
INCREASED61,97460,312+1,662+3%$9.2M$9.3M+$164.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED58,64554,546+4,099+8%$8.4M$9.1M+$688.7K2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
DECREASED57,12470,063-12,939-18%$10.8M$8.9M-$1.9M2026-10-09
Brickley Wealth Management
INCREASED54,36449,945+4,419+9%$7.7M$8.4M+$734.0K2026-11-04
E&R Wealth Management, LLC
INCREASED50,79650,360+436+1%$7.8M$7.9M+$116.0K2026-10-20
Noble Family Wealth, LLC
INCREASED50,43148,603+1,828+4%$7.5M$7.8M+$330.5K2026-10-26
Gladwyn Financial Advisors, Inc.
INCREASED49,67448,568+1,106+2%$7.5M$7.7M+$218.3K2026-10-05
Sage Financial Management Group, Inc.
INCREASED49,13742,746+6,391+15%$6.6M$7.6M+$1.0M2026-11-06
Atmos Advisory, LLC
INCREASED48,87048,358+512+1%$7.5M$7.6M+$125.9K2026-10-06
Avior Wealth Management, LLC
INCREASED48,60646,689+1,917+4%$7.2M$7.5M+$342.5K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED48,35443,400+4,954+11%$6.7M$7.5K-$6.7M2026-11-02
Boston Standard Wealth Management, LLC
INCREASED44,16644,087+79+0%$6.8M$6.9M+$51.2K2026-10-07
Flower City Capital
INCREASED43,04741,063+1,984+5%$6.3M$6.7M+$347.4K2026-10-15
Moller Wealth Partners
INCREASED42,27640,487+1,789+4%$6.2M$6.6M+$316.6K2026-10-15
Tanager Wealth Management LLP
DECREASED42,21842,809-591-1%$6.6M$6.6M-$50.7K2026-10-19
Fiduciary Advisors, Inc.
INCREASED42,04929,652+12,397+42%$4.6M$6.5M+$2.0M2026-10-16
Phillip James Consulting Co.
INCREASED41,92741,789+138+0%$6.4M$6.5M+$61.5K2026-11-03
Total Clarity Wealth Management, Inc.
NEW40,797—+40,797——$6.3M—2026-10-26
AdvisorNet Financial, Inc
INCREASED40,76339,355+1,408+4%$6.1M$6.2M+$137.3K2026-10-15
Sage Rhino Capital LLC
INCREASED40,67540,384+291+1%$6.2M$6.3M+$83.9K2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED39,64640,769-1,123-3%$6.3M$6.2M-$135.2K2026-10-05
Viewpoint Capital Management LLC
INCREASED38,13536,706+1,429+4%$5.7M$5.9M+$257.1K2026-10-27
Colony Family Offices, LLC
DECREASED37,89338,475-582-2%$5.9M$5.9M-$53.4K2026-10-22
Landmark Wealth Management, LLC
INCREASED37,00735,565+1,442+4%$5.5M$5.7M+$257.9K2026-11-03
First Horizon Corp
INCREASED36,69335,745+948+3%$5.5M$5.7M+$181.5K2026-10-26
Broussard Financial Group LLC
INCREASED36,54626,713+9,833+37%$4.1M$5.7M+$1.6M2026-10-26
SBI Securities Co., Ltd.
INCREASED35,99535,885+110+0%$5.5M$5.6M+$51.5K2026-10-22
Fusion Family Wealth, LLC
DECREASED35,50336,104-601-2%$5.6M$5.5M-$58.6K2026-11-02
LAM Group, Inc.
INCREASED35,38135,380+10%$5.5M$5.5M+$34.2K2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED35,15033,046+2,104+6%$5.1M$5.5M+$358.4K2026-10-27
Womack Financial LLC
INCREASED34,34032,798+1,542+5%$5.1M$5.3M+$270.9K2026-10-14
Aletheian Wealth Advisors LLC
INCREASED33,32732,550+777+2%$5.0M$5.2M+$151.8K2026-10-08
Great Lakes Advisors, LLC
INCREASED31,90730,255+1,652+5%$4.7M$5.0M+$285.4K2026-11-06
Lynx Investment Advisory
INCREASED31,54229,455+2,087+7%$4.5M$4.9M+$352.3K2026-10-27
GFS Advisors, LLC
INCREASED31,27129,016+2,255+8%$5.8M$4.9M-$972.4K2026-11-03
Tortoise Investment Management, LLC
DECREASED30,58930,905-316-1%$4.8M$4.7M-$19.4K2026-11-06
Center for Financial Planning, Inc.
INCREASED29,87828,194+1,684+6%$4.4M$4.6M+$288.5K2026-10-26
Perigon Wealth Management, LLC
DECREASED28,97330,297-1,324-4%$4.7M$4.5M-$176.6K2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED28,63628,049+587+2%$4.3M$4.4M+$121.1K2026-11-02
Kohmann Bosshard Financial Services, LLC
DECREASED28,56428,631-670%$4.4M$4.4M+$17.1K2026-11-04
Creative Financial Designs Inc
INCREASED27,94327,408+535+2%$4.2M$4.3M+$109.4K2026-11-04
Rebalance, LLC
UNCHANGED27,90027,90000%$4.3M$4.3M+$26.8K2026-10-22
Symmetry Partners, LLC
DECREASED27,43727,479-420%$4.2M$4.3M+$19.8K2026-10-27
Lpwm LLC
INCREASED27,02226,742+280+1%$4.1M$4.2M+$69.1K2026-10-20
Certified Advisory Corp
DECREASED26,85727,031-174-1%$4.2M$4.2M-$1.4K2026-10-29
Horizon Financial Services, LLC
INCREASED26,44425,712+732+3%$4.0M$4.1M+$138.2K2026-11-04
Midwest Financial Partners Investments, Inc.
INCREASED26,27322,724+3,549+16%$3.5M$4.1M+$572.8K2026-10-08
Eclectic Associates Inc
DECREASED25,55425,683-1290%$4.0M$4.0M+$5.1K2026-10-09
Evanson Financial, LLC
INCREASED24,71124,698+13+0%$3.8M$3.8M+$25.8K2026-10-23
Cornerstone Wealth Advisors, Inc.
INCREASED24,27824,185+93+0%$3.7M$3.8M+$37.7K2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED23,21423,21400%$3.6M$3.6M+$22.3K2026-10-09
Bear Mountain Capital, Inc.
DECREASED22,64322,754-1110%$3.5M$3.4M-$38.9K2026-11-04
Tectonic Advisors LLC
INCREASED22,62621,945+681+3%$3.4M$3.5M+$126.7K2026-10-22
St. Louis Trust Co
DECREASED22,37223,478-1,106-5%$36.2M$3.5M-$32.8M2026-11-03
Davenport & Co LLC
INCREASED22,11820,928+1,190+6%$3.2M$3.4M+$204.9K2026-10-14
Factor Wealth Management LTD
DECREASED21,72223,492-1,770-8%$3.6M$3.4M-$252.1K2026-10-08
Compound Planning, Inc.
DECREASED21,33021,906-576-3%$3.4M$3.3M-$68.4K2026-11-05
Uptown Financial Advisors LLC
DECREASED20,49920,899-400-2%$3.2M$3.2M-$42.1K2026-10-15
Summit Financial Strategies, Inc.
INCREASED20,44816,705+3,743+22%$2.6M$3.2M+$597.1K2026-10-14
HB Wealth Management, LLC
INCREASED18,91018,909+1+0%$2.9M$2.9M+$18.2K2026-10-23
Patriot Investment Management Group, Inc.
INCREASED18,67818,498+180+1%$2.9M$2.9M+$45.7K2026-10-15
Family Wealth Partners, LLC
DECREASED18,26218,431-169-1%$2.8M$2.8M-$8.4K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED18,16016,626+1,534+9%$2.6M$2.8M+$254.0K2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED17,95217,082+870+5%$2.6M$2.8M+$153.3K2026-10-16
Livet Wealth, LLC
INCREASED17,72917,317+412+2%$2.7M$2.8M+$80.5K2026-10-27
Falcon Wealth Planning
INCREASED17,62917,498+131+1%$2.7M$2.7M+$37.2K2026-11-06
MGO One Seven LLC
INCREASED17,33216,221+1,111+7%$2.5M$2.7M+$188.1K2026-10-28
Diversify Wealth Management, LLC
DECREASED17,15517,629-474-3%$2.7M$2.6M-$51.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED17,15517,629-474-3%$2.7M$2.6M-$51.5K2026-10-20
Kestra Advisory Services, LLC
DECREASED17,12417,368-244-1%$2.7M$2.7M-$21.2K2026-11-02
Mission Wealth Management, LP
DECREASED16,82318,936-2,113-11%$2.9M$2.6M-$309.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED15,98118,009-2,028-11%$2.8M$2.5M-$330.3K2026-10-13
Sincerus Advisory, LLC
INCREASED15,97014,868+1,102+7%$2.3M$2.5M+$185.5K2026-10-09
Allegiance Financial Group Advisory Services LLC
DECREASED15,76916,156-387-2%$2.5M$2.4M-$44.7K2026-11-02
Intergy Private Wealth, LLC
INCREASED15,47714,421+1,056+7%$2.2M$2.4M+$177.7K2026-10-16
Traveka Wealth, LLC
DECREASED15,45315,597-144-1%$2.4M$2.4M-$7.4K2026-10-19
Simon Quick Advisors, LLC
INCREASED15,35315,349+4+0%$2.4M$2.4M+$15.3K2026-10-26
Harpswell Capital Advisors, LLC
DECREASED14,83123,375-8,544-37%$3.6M$2.3M-$1.3M2026-10-09
Cassaday & Co Wealth Management LLC
UNCHANGED14,81414,81400%$2.3M$2.3M+$14.2K2026-10-27
Root Financial Partners, LLC
INCREASED14,67714,171+506+4%$2.2M$2.3M+$92.1K2026-10-21
HUB Investment Partners, LLC
INCREASED14,63414,614+20+0%$2.3M$2.3M+$17.1K2026-11-03
PDS Planning, Inc
INCREASED14,31113,819+492+4%$2.1M$2.2M+$89.7K2026-11-03
Cassilly Financial Group LLC
INCREASED14,11113,623+488+4%$2.1M$2.2M+$88.8K2026-10-07
Encompass Wealth Advisors, LLC
INCREASED14,0407,074+6,966+98%$1.1M$2.2M+$1.1M2026-10-15
Compass Ion Advisors, LLC
DECREASED13,82013,887-670%$2.1M$2.1M+$2.9K2026-10-23
Level Financial Advisors
DECREASED13,37113,712-341-2%$2.1M$2.1M-$39.8K2026-10-13
Procyon Advisors, LLC
DECREASED13,26413,447-183-1%$2.1M$2.1M-$15.5K2026-10-21
Simplicity Wealth,LLC
DECREASED13,22321,796-8,573-39%$3.4M$2.1M-$1.3M2026-10-23
Gibraltar Capital Management, Inc.
UNCHANGED13,20513,20500%$2.0M$2.1M+$12.7K2026-10-27
Vise Technologies, Inc.
INCREASED13,09211,123+1,969+18%$1.7M$2.0M+$316.4K2026-10-29
Larson Financial Group LLC
INCREASED12,8148,593+4,221+49%$1.3M$2.0M+$663.6K2026-11-05
Silverlake Wealth Management LLC
INCREASED12,54212,359+183+1%$1.9M$1.9M+$40.2K2026-10-21
PUREfi Wealth, LLC
INCREASED12,4781,505+10,973+729%$232.2K$1.9M+$1.7M2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED12,1859,820+2,365+24%$1.5M$1.9M+$376.6K2026-10-15
GHP Investment Advisors, Inc.
DECREASED11,99412,606-612-5%$1.9M$1.9M-$82.9K2026-10-15
Bell Investment Advisors, Inc
INCREASED11,99111,982+9+0%$1.8M$1.9M+$12.9K2026-10-29
Elevate Wealth Advisory, Inc
INCREASED11,52211,386+136+1%$1.8M$1.8M+$32.0K2026-10-29
Sentinel Trust Co LBA
INCREASED11,4334,833+6,600+137%$746$1.8K+$1.0K2026-11-03
Foundation Wealth Management, Llc\pa
DECREASED11,42713,027-1,600-12%$2.0M$1.8M-$235.9K2026-10-14
Praetorian Wealth Management, Inc.
DECREASED10,62410,652-280%$1.6M$1.6M+$5.9K2026-10-16
Pinnacle Associates LTD
INCREASED10,51310,378+135+1%$1.6M$1.6M+$30.9K2026-10-20
Congress Asset Management Co
DECREASED10,36910,886-517-5%$1.7M$1.6M-$69.7K2026-10-06
Welch & Forbes LLC
UNCHANGED10,32510,32500%$1.6M$1.6M+$9.9K2026-11-04
Citigroup Inc
DECREASED10,29017,909-7,619-43%$2.8M$1.6M-$1.2M2026-11-04
Naples Global Advisors, LLC
INCREASED10,28310,043+240+2%$1.5M$1.6M+$46.9K2026-11-05
Investment Partners, Ltd.
INCREASED10,2605,293+4,967+94%$816.6K$1.6M+$776.3K2026-10-29
Asset Dedication, LLC
INCREASED10,2549,973+281+3%$1.5M$1.6M+$53.2K2026-11-03
Cushing Capital Partners, LLC
DECREASED10,14511,584-1,439-12%$1.8M$1.6M-$212.3K2026-10-20
SVB Wealth LLC
DECREASED9,91913,157-3,238-25%$2.0M$1.5M-$490.1K2026-11-06
CoreCap Advisors, LLC
INCREASED9,7899,781+8+0%$1.5M$1.5M+$10.8K2026-10-08
Titleist Asset Management, LLC
INCREASED9,4938,775+718+8%$1.4M$1.5M+$119.9K2026-10-08
Merit Financial Group, LLC
INCREASED9,3345,842+3,492+60%$901.3K$1.4M+$547.8K2026-11-06
Oppenheimer & Co Inc
INCREASED9,3329,288+44+0%$1.4M$1.4M+$15.7K2026-10-26
Glaxis Capital Management, LLC
DECREASED9,16117,604-8,443-48%$1.5M$760.1K-$714.2K2026-11-02
William Mack & Associates, Inc.
UNCHANGED8,8798,87900%$1.4M$1.4M+$8.5K2026-10-27
Golden Bell Financial Planning LLC
UNCHANGED8,7408,74000%$1.3M$1.4M+$8.4K2026-11-02
AlphaCore Capital LLC
DECREASED8,6869,454-768-8%$1.5M$1.3M-$110.1K2026-11-04
SilverOak Wealth Management LLC
INCREASED8,6727,707+965+13%$1.2M$1.3M+$157.1K2026-10-29
Paragon Capital Management Ltd
UNCHANGED8,6588,65800%$1.3M$1.3M+$8.3K2026-10-09
Harbour Capital Advisors, LLC
UNCHANGED8,5788,57800%$1.3M$1.3M+$5.1K2026-10-13
Ritholtz Wealth Management
INCREASED8,5658,484+81+1%$1.3M$1.3M+$20.6K2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED8,4578,45700%$1.3M$1.3M+$8.1K2026-11-06
Turtle Creek Wealth Advisors, LLC
DECREASED8,30016,600-8,300-50%$2.6M$1.3M-$1.3M2026-10-15
Colorado Capital Management, Inc.
UNCHANGED8,1958,19500%$1.3K$1.3K+$82026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED8,1888,18800%$1.3M$1.3K-$1.3M2026-11-05
Ascent Group, LLC
DECREASED8,0198,496-477-6%$1.3M$1.2M-$65.9K2026-10-30
Canandaigua National Bank & Trust Co
DECREASED7,9818,341-360-4%$1.3M$1.2M-$47.9K2026-10-07
JDH Wealth Management, LLC
INCREASED7,9377,936+1+0%$1.2M$1.2M+$7.7K2026-10-20
Asset Allocation Strategies LLC
INCREASED7,6777,587+90+1%$1.2M$1.2M+$21.2K2026-10-20
Obsidian CIO, LLC
INCREASED7,6416,526+1,115+17%$1.0M$1.2M+$179.4K2026-11-05
Keybank National Association
UNCHANGED7,6237,62300%$1.2M$1.2M+$7.3K2026-11-04
Pinnacle Financial Group, LLC / IL
INCREASED7,5347,458+76+1%$1.2M$1.2M+$18.9K2026-10-29
Sachem Hill LLC
UNCHANGED7,3737,37300%$1.1M$1.1M+$7.1K2026-10-14
Truist Financial Corp
DECREASED7,27822,074-14,796-67%$3.4M$1.1M-$2.3M2026-10-30
Morton Brown Family Wealth, LLC
DECREASED7,2617,976-715-9%$1.2M$1.1M-$103.3K2026-10-23
TCI Wealth Advisors, Inc.
DECREASED7,2008,638-1,438-17%$1.3M$1.1M-$214.9K2026-10-30
Essential Partners LLC
INCREASED6,9616,541+420+6%$1.0M$1.1M+$71.5K2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED6,9486,94800%$1.1M$1.1M+$6.7K2026-10-16
Bailard, Inc.
INCREASED6,8806,022+858+14%$929.2K$1.1M+$139.0K2026-10-13
FSM Wealth Advisors, LLC
INCREASED6,7755,324+1,451+27%$821.4K$1.0M+$219.3K2026-10-27
McLean Asset Management Corp
DECREASED6,7307,376-646-9%$1.1M$980.6K-$129.6K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED6,6156,245+370+6%$963.5K$1.0M+$63.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED6,5134,265+2,248+53%$658.1K$1.0M+$353.1K2026-10-16
Granville Capital, Inc.
DECREASED6,4157,539-1,124-15%$1.2M$995.9K-$167.2K2026-11-05
Brighton Jones LLC
DECREASED6,1456,240-95-2%$962.8K$954.0K-$8.8K2026-11-03
Warner Financial, Inc
INCREASED6,0066,005+1+0%$926.6K$932.4K+$5.8K2026-11-06
Everhart Financial Group, Inc.
DECREASED5,9476,861-914-13%$1.1M$923.2K-$135.4K2026-10-08
Liberty Capital Management, Inc.
DECREASED5,7755,785-100%$892.6K$896.6K+$4.0K2026-11-02
Facet Wealth, Inc.
INCREASED5,6604,928+732+15%$760.3K$878.6K+$118.4K2026-11-04
Patten Group, Inc.
INCREASED5,5765,119+457+9%$789.8K$865.7K+$75.9K2026-10-26
IAG Wealth Partners, LLC
UNCHANGED5,5105,51000%$850.1K$855.4K+$5.3K2026-11-06
Choreo, LLC
DECREASED5,3715,378-70%$829.7K$833.9K+$4.2K2026-10-28
Life Planning Partners, Inc
DECREASED5,2825,522-240-4%$852.0K$820.0K-$32.0K2026-10-28
Ridgewood Investments LLC
INCREASED5,2675,235+32+1%$807.8K$817.6K+$9.9K2026-10-05
Breakwater Capital Group
INCREASED5,2155,163+52+1%$796.5K$809.6K+$13.0K2026-10-09
Yoffe Investment Management, LLC
UNCHANGED5,2125,21200%$804.2K$809.2K+$5.0K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED5,1245,264-140-3%$812.1K$795.5K-$16.7K2026-11-04
Private Trust Co NA
DECREASED4,8934,941-48-1%$762.4K$759.7K-$2.7K2026-10-20
Eagle Strategies LLC
INCREASED4,8734,854+19+0%$749.0K$756.5K+$7.6K2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED4,7884,78800%$738.8K$743.4K+$4.7K2026-10-16
Clearstead Advisors, LLC
INCREASED4,7714,305+466+11%$664.3K$740.7K+$76.4K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED4,7314,563+168+4%$704.0K$734.5K+$30.5K2026-11-06
Trust Co of Vermont
UNCHANGED4,6824,68200%$722.4K$726.9K+$4.5K2026-10-21
US Bancorp \de\
INCREASED4,6453,835+810+21%$591.7K$721.1K+$129.4K2026-11-05
Allworth Financial LP
INCREASED4,6014,105+496+12%$633.3K$709.8K+$76.5K2026-11-06
BCS Wealth Management
UNCHANGED4,5884,58800%$707.9K$712.3K+$4.4K2026-11-03
Fortress Financial Solutions, LLC
NEW4,527—+4,527——$702.8K—2026-10-14
Uptick Partners, LLC
INCREASED4,4544,227+227+5%$652.2K$691.5K+$39.3K2026-11-04
Lodestone Wealth Management LLC
UNCHANGED4,3604,36000%$672.7K$676.9K+$4.2K2026-10-14
Trust Co of the South
UNCHANGED4,2704,27000%$658.8K$662.9K+$4.1K2026-10-21
Advocate Investing Services LLC
INCREASED4,2564,255+1+0%$656.5K$660.7K+$4.1K2026-10-26
Compass Financial Management LLC
DECREASED4,2455,477-1,232-22%$850.7K$659.0K-$191.7K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED4,2212,358+1,863+79%$290.1K$655-$289.4K2026-11-04
Carson Advisory Inc.
DECREASED4,1694,299-130-3%$663.3K$647.2K-$16.1K2026-11-06
180 Wealth Advisors, LLC
INCREASED4,1384,005+133+3%$618.0K$642.4K+$24.5K2026-11-03
Chicago Partners Investment Group LLC
INCREASED4,0963,991+105+3%$600.6K$611.7K+$11.1K2026-10-27
Upper Left Wealth Management, LLC
DECREASED4,06918,308-14,239-78%$2.8M$631.7K-$2.2M2026-10-14
Optimist Retirement Group LLC
INCREASED3,8323,828+4+0%$590.7K$594.9K+$4.2K2026-10-30
Evergreen Wealth Management, LLC
DECREASED3,8034,477-674-15%$690.8K$590.4K-$100.4K2026-11-06
TD Waterhouse Canada Inc.
DECREASED3,79721,135-17,338-82%$3.3M$584.7K-$2.7M2026-10-16
Altiora Financial Group, LLC
UNCHANGED3,7483,74800%$578.3K$581.9K+$3.6K2026-11-04
Bahl & Gaynor LLC
UNCHANGED3,7053,70500%$571.6K$575.2K+$3.6K2026-11-05
Soltis Investment Advisors LLC
DECREASED3,6483,771-123-3%$581.9K$566.3K-$15.5K2026-10-28
Old National Bancorp
UNCHANGED3,6113,61100%$557.1K$560.6K+$3.5K2026-10-20
Klingman & Associates, LLC
UNCHANGED3,5833,58300%$552.8K$556.3K+$3.4K2026-10-20
Midwest Trust Co
UNCHANGED3,5833,58300%$552.8K$556.3K+$3.4K2026-10-22
First Citizens Bank & Trust Co
INCREASED3,5793,507+72+2%$541.1K$555.6K+$14.5K2026-10-14
Summit Wealth Group LLC / Co
DECREASED3,5543,679-125-3%$567.7K$551.7K-$16.0K2026-10-29
Farnam Financial LLC
INCREASED3,4553,452+3+0%$532.6K$525.6K-$7.0K2026-10-21
Clarity Capital Advisors, LLC
INCREASED3,3593,355+4+0%$517.7K$521.4K+$3.8K2026-10-27
Essential Planning, Llc.
NEW3,358—+3,358——$521.5K—2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,3413,416-75-2%$527.1K$518.7K-$8.4K2026-10-23
Prosperity Planning, Inc.
UNCHANGED3,3083,30800%$510.4K$513.6K+$3.3K2026-10-09
Valeo Financial Advisors, LLC
INCREASED3,3063,304+2+0%$509.8K$513.3K+$3.5K2026-10-08
Forvis Mazars Wealth Advisors, LLC
INCREASED3,2943,251+43+1%$501.6K$511.4K+$9.8K2026-10-13
Independent Financial Group, LLC
INCREASED3,2243,131+93+3%$483.0K$500.5K+$17.4K2026-10-13
Regions Financial Corp
DECREASED3,1753,240-65-2%$499.9K$492.9K-$7.0K2026-11-05
Anson Capital, Inc.
INCREASED3,1673,137+30+1%$484.1K$491.6K+$7.6K2026-10-23
Richardson Financial Services Inc.
DECREASED3,1373,507-370-11%$541.2K$487.1K-$54.0K2026-10-30
Firethorn Wealth Partners, LLC
INCREASED3,0682,731+337+12%$421.4K$476.4K+$55.0K2026-10-14
Sowell Financial Services LLC
DECREASED3,0593,068-90%$473.3K$474.8K+$1.5K2026-10-23
Aire Advisors, LLC
INCREASED3,0143,013+1+0%$464.9K$467.9K+$3.0K2026-10-22
Quadcap Wealth Management, LLC
UNCHANGED3,0053,00500%$463.6K$466.5K+$2.9K2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED2,9972,99700%$462.4K$465.3K+$2.9K2026-10-15
Aurelius Family Office LLC
DECREASED2,9823,005-23-1%$463.7K$462.9K-$8052026-10-23
Sunesis Advisors, LLC
UNCHANGED2,9822,98200%$460.1K$463.0K+$2.9K2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED2,9492,94900%$455.0K$457.8K+$2.8K2026-10-19
Novem Group
INCREASED2,9042,769+135+5%$427.3K$450.9K+$23.6K2026-10-19
Duncker Streett & Co Inc
DECREASED2,8612,891-30-1%$446.1K$444.2K-$1.9K2026-10-27
Hardin Capital Partners, LLC
INCREASED2,8452,836+9+0%$438.3K$441.7K+$3.4K2026-10-09
Stage Harbor Financial, LLC
DECREASED2,8342,844-100%$438.8K$440.0K+$1.2K2026-11-03
Atria Investments, Inc
DECREASED2,82910,167-7,338-72%$1.6M$439.2K-$1.1M2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED2,8192,757+62+2%$425.4K$437.7K+$12.3K2026-10-20
Opus Capital Group, LLC
DECREASED2,7822,807-25-1%$433.0K$432-$432.6K2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED2,7472,74700%$423.8K$426.5K+$2.6K2026-10-15
Evergreen Capital Management LLC
UNCHANGED2,7462,74600%$423.7K$426.3K+$2.6K2026-10-23
Avidian Wealth Enterprises, LLC
DECREASED2,7103,324-614-18%$512.8K$420.7K-$92.1K2026-10-08
Fiera Capital Corp
UNCHANGED2,6442,64400%$407.9K$410.5K+$2.5K2026-11-06
Prairiewood Capital, LLC
UNCHANGED2,6292,62900%$405.6K$408.2K+$2.5K2026-10-16
Jeppson Wealth Management, LLC
INCREASED2,5522,550+2+0%$393.5K$396.3K+$2.8K2026-10-20
McAdam, LLC
INCREASED2,5492,392+157+7%$369.0K$395.8K+$26.8K2026-10-21
First National Trust Co
DECREASED2,5152,580-65-3%$398.1K$390.5K-$7.6K2026-10-28
Smith Thornton Advisors LLC
UNCHANGED2,5002,50000%$380.5K$388.1K+$7.7K2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED2,4832,48300%$383.1K$385.5K+$2.4K2026-10-14
Veratis Advisors, Inc.
DECREASED2,4692,473-40%$381.5K$383.3K+$1.8K2026-11-03
Vilga Financial Planning LLC
UNCHANGED2,3782,37800%$366.9K$369.2K+$2.3K2026-10-09
Stevens Capital Partners
INCREASED2,3492,215+134+6%$341.7K$364.6K+$22.9K2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED2,3372,33700%$360.6K$362.8K+$2.2K2026-10-30
Matisse Capital
UNCHANGED2,3372,33700%$360.6K$362.8K+$2.2K2026-10-29
Park Avenue Securities LLC
DECREASED2,32513,142-10,817-82%$2.0M$361-$2.0M2026-10-26
Markowski Investments
DECREASED2,3072,315-80%$357.2K$358.2K+$9812026-10-30
One Day In July LLC
DECREASED2,2912,413-122-5%$372.4K$355.8K-$16.6K2026-10-30
JGP Wealth Management, LLC
DECREASED2,2542,259-50%$348.5K$349.9K+$1.4K2026-10-13
Community Bank, N.A.
UNCHANGED2,1682,16800%$334.5K$336.6K+$2.1K2026-11-06
Black Diamond Financial, LLC
UNCHANGED2,1602,16000%$333.3K$335.3K+$2.1K2026-10-26
XY Planning Network, Inc.
INCREASED2,1321,668+464+28%$257.4K$331.0K+$73.6K2026-10-14
Eagle Bay Advisors LLC
INCREASED2,1191,673+446+27%$258.1K$329.0K+$70.8K2026-10-16
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED2,1002,10000%$324.0K$326.0K+$2.0K2026-10-21
Bedel Financial Consulting, Inc.
INCREASED2,0852,082+3+0%$321.2K$323.7K+$2.5K2026-11-06
Nicholas Wealth, Llc.
INCREASED2,0661,418+648+46%$218.8K$320.8K+$102.0K2026-10-26
Destiny Wealth Partners, LLC
DECREASED2,0532,117-64-3%$318.7K$305.0K-$13.7K2026-11-05
Citizens Financial Group Inc
INCREASED2,0461,723+323+19%$265.8K$317.6K+$51.8K2026-10-23
Sepio Capital, LP
INCREASED2,0301,840+190+10%$283.9K$315.2K+$31.3K2026-10-22
Signal Advisors Wealth, LLC
INCREASED2,0131,587+426+27%$244.9K$312.6K+$67.7K2026-10-13
Insight 2811, Inc.
UNCHANGED1,9951,99500%$307.8K$309.7K+$1.9K2026-11-06
TFB Advisors LLC
DECREASED1,9922,053-61-3%$316.8K$309.3K-$7.5K2026-11-02
Florida Trust Wealth Management Co
INCREASED1,9591,529+430+28%$235.9K$304.1K+$68.2K2026-11-05
Balboa Wealth Partners
DECREASED1,9402,023-83-4%$312.1K$301.2K-$10.9K2026-10-20
Equity Wealth Partners, LLC
DECREASED1,9301,938-80%$298.9K$299.7K+$7132026-10-26
Triumph Capital Management
INCREASED1,9061,877+29+2%$289.6K$295.9K+$6.3K2026-10-14
Greenspring Advisors, LLC
UNCHANGED1,9001,90000%$293.2K$295.0K+$1.8K2026-11-05
Western Reserve Capital Management, LLC
INCREASED1,8951,893+2+0%$292.1K$294.2K+$2.1K2026-10-14
Sterling Wealth Management, Inc.
INCREASED1,8831,879+4+0%$290.0K$292.3K+$2.3K2026-10-23
WBH Advisory Inc
UNCHANGED1,8501,85000%$285.4K$287.2K+$1.8K2026-11-05
Fort Washington Investment Advisors Inc
DECREASED1,8472,183-336-15%$336.8K$286.7K-$50.1K2026-10-15
SAX Wealth Advisors, LLC
NEW1,845—+1,845——$286.4K—2026-10-13
Balefire, LLC
DECREASED1,8222,400-578-24%$370.3K$282.9K-$87.4K2026-10-09
City Holding Co
UNCHANGED1,8001,80000%$277.7K$279.5K+$1.7K2026-10-19
MMA Asset Management LLC
INCREASED1,7971,452+345+24%$224.0K$279.0K+$55.0K2026-11-02
Prospera Financial Services Inc
INCREASED1,7741,358+416+31%$210.1K$263.2K+$53.2K2026-11-04
BCO Wealth Management LLC
UNCHANGED1,7741,77400%$273.7K$275.4K+$1.7K2026-10-14
Allegheny Financial Group
DECREASED1,7671,850-83-4%$285.5K$274.4K-$11.1K2026-11-05
Plancorp, LLC
DECREASED1,7661,771-50%$269.5K$261.5K-$8.1K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED1,7561,695+61+4%$261.6K$272.7K+$11.1K2026-10-13
Evolution Advisers, Inc.
NEW1,750—+1,750——$266.6K—2026-11-06
Ellis Investment Partners, LLC
INCREASED1,7371,705+32+2%$263.1K$269.8K+$6.7K2026-10-21
Joel Isaacson & Co., LLC
UNCHANGED1,7241,72400%$266.0K$267.7K+$1.7K2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED1,7131,606+107+7%$247.8K$265.9K+$18.1K2026-10-30
Blue Capital, Inc.
NEW1,642—+1,642——$254.9K—2026-10-13
Key FInancial Inc
UNCHANGED1,6361,63600%$252.4K$254.0K+$1.6K2026-11-02
Fifth Third Bancorp
INCREASED1,6221,485+137+9%$229.1K$251.8K+$22.7K2026-11-05
Fisher Asset Management, LLC
INCREASED1,6191,513+106+7%$233.6K$251.4K+$17.8K2026-11-06
Capital Investment Advisors, LLC
DECREASED1,5962,430-834-34%$374.9K$247.8K-$127.1K2026-10-22
Liberty Atlantic Advisors LLC
NEW1,594—+1,594——$247.5K—2026-10-14
SJS Investment Consulting Inc.
INCREASED1,5941,548+46+3%$238.8K$247.5K+$8.6K2026-10-26
Northwest Wealth Management, LLC
DECREASED1,5551,556-10%$240.0K$241.5K+$1.5K2026-10-30
Dynamic Advisor Solutions LLC
INCREASED1,5361,533+3+0%$236.6K$238.5K+$1.9K2026-10-13
Avant Financial Advisors LLC
DECREASED1,5201,570-50-3%$242.2K$236.0K-$6.3K2026-11-02
D.A. Davidson & Co.
INCREASED1,5161,354+162+12%$208.9K$235.4K+$26.5K2026-10-28
UMB Bank, n.a.
DECREASED1,5001,875-375-20%$289.3K$232.9K-$56.4K2026-11-06
Single Point Partners, LLC
DECREASED1,4831,516-33-2%$233.9K$230.3K-$3.7K2026-10-19
Pacific Asset Management, LLC
DECREASED1,4701,665-195-12%$256.9K$228.3K-$28.6K2026-10-15
Ellerson Group Inc
UNCHANGED1,4681,46800%$226.5K$216.6K-$9.9K2026-11-04
Apollon Wealth Management, LLC
DECREASED1,4551,528-73-5%$235.7K$225.9K-$9.8K2026-10-23
Elmwood Wealth Management, Inc.
INCREASED1,4511,429+22+2%$220.5K$225.3K+$4.8K2026-10-14
Willow Creek Wealth Management Inc.
NEW1,444—+1,444——$224.3K—2026-10-26
North Capital, Inc.
INCREASED1,4371,434+3+0%$221.2K$221.6K+$3522026-10-16
Clark Asset Management, LLC
DECREASED1,4221,545-123-8%$238.4K$220.8K-$17.6K2026-10-19
May Hill Capital, LLC
DECREASED1,4001,401-10%$216.2K$217.3K+$1.1K2026-11-03
Parallel Advisors, LLC
INCREASED1,3871,385+2+0%$213.8K$215.4K+$1.5K2026-11-03
City State Bank
UNCHANGED1,3851,38500%$213.7K$215.0K+$1.3K2026-10-20
Creekside Partners
NEW1,361—+1,361——$211.3K—2026-11-04
Robinswood Financial LLC
INCREASED1,3471,346+1+0%$207.8K$204.3K-$3.5K2026-10-20
CGN Advisors LLC
DECREASED1,3412,832-1,491-53%$437.0K$208.2K-$228.8K2026-10-21
Northstar Asset Management Co
UNCHANGED1,3251,32500%$199.3K$202.1K+$2.9K2026-10-22
Central Trust Co
INCREASED1,3201,245+75+6%$192.1K$204.9K+$12.8K2026-11-05
Ipsen Advisor Group LLC
DECREASED1,3171,320-30%$203.7K$204.4K+$7152026-10-29
Center For Asset Management LLC
DECREASED1,3142,856-1,542-54%$440.6K$204.0K-$236.6K2026-10-16
Silver Oak Advisory Group, Inc.
DECREASED1,3121,576-264-17%$243.0K$203.8K-$39.2K2026-11-06
USA Financial Formulas
NEW1,288—+1,288——$200.0K—2026-10-16
Pillar Financial Advisors, LLC
UNCHANGED1,2091,20900%$186.6K$187.7K+$1.2K2026-10-21
Parkside Financial Bank & Trust
UNCHANGED1,1871,18700%$183.1K$184.3K+$1.1K2026-10-27
Trellis Wealth Advisors LLC
NEW1,180—+1,180——$183.2K—2026-10-19
Deutsche Bank Ag\
UNCHANGED1,0841,08400%$167.3K$168.3K+$1.0K2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED1,0591,05900%$163.4K$164.4K+$1.0K2026-10-13
KFG LLC
NEW1,047—+1,047——$162.5K—2026-11-02
Fairway Wealth LLC
INCREASED977882+95+11%$136.1K$151.6K+$15.5K2026-10-30
Breakwater Investment Management
INCREASED936378+558+148%$58.3K$145.4K+$87.1K2026-10-20
Barclays PLC
UNCHANGED92592500%$142.7K$143.6K+$8882026-11-06
Align Financial, LLC
UNCHANGED90090000%$138.9K$139.7K+$8642026-10-16
Financial Management Professionals, Inc.
UNCHANGED85885800%$132.4K$133.3K+$8242026-10-23
Golden State Wealth Management, LLC
INCREASED807752+55+7%$116.1K$125.4K+$9.3K2026-11-02
Balance Wealth Partners LLC
NEW783—+783——$121.5K—2026-10-27
SBK Financial, Inc.
UNCHANGED72872800%$112.3K$113.0K+$6982026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED721741-20-3%$114.3K$111.9K-$2.4K2026-11-03
Rossby Financial, LCC
INCREASED653448+205+46%$69.1K$101.5K+$32.3K2026-11-05
IFP Advisors, Inc
INCREASED646583+63+11%$90.0K$100.3K+$10.3K2026-10-16
DeDora Capital, Inc.
NEW620—+620——$96.3K—2026-10-26
Russell Investments Group, Ltd.
INCREASED534453+81+18%$69.9K$82.9K+$13.0K2026-11-06
Eastern Bank
DECREASED519554-35-6%$85.5K$80.6K-$4.9K2026-10-05
TFC Financial Management, Inc.
UNCHANGED51551500%$79.5K$80.0K+$4942026-10-26
American National Bank & Trust
UNCHANGED50050000%$77.1K$77.6K+$4802026-10-07
Cullen T Bankers, Inc.
INCREASED456424+32+8%$65.4K$70.7K+$5.3K2026-10-28
Princeton Global Asset Management LLC
UNCHANGED43843800%$67.6K$68.0K+$4212026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED43343300%$67$67$02026-10-27
Downshift Financial, LLC
UNCHANGED39839800%$61.4K$61.8K+$3852026-10-13
Spire Wealth Management
UNCHANGED38038000%$58.6K$59.0K+$3652026-10-30
Harbor Asset Planning, Inc.
INCREASED356355+1+0%$54.8K$55.3K+$4442026-10-23
Barrett & Company, Inc.
UNCHANGED34634600%$53.4K$53.7K+$3322026-10-22
Signature Resources Capital Management, LLC
INCREASED305246+59+24%$38.0K$47.4K+$9.4K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3033,039-2,736-90%$468.9K$47.0K-$421.8K2026-10-14
Financial Perspectives, Inc
UNCHANGED28728700%$44.3K$44.6K+$3112026-11-03
Abound Wealth Management
INCREASED26642+224+533%$6.5K$41.2K+$34.7K2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED24624600%$38.0K$38.3K+$2622026-10-26
Westside Investment Management, Inc.
UNCHANGED23823800%$36.7K$37.0K+$3232026-11-02
Main Street Group, LTD
UNCHANGED23023000%$35.5K$35.7K+$2212026-10-28
United Financial Planning Group LLC
UNCHANGED22922900%$35.3K$35.5K+$2702026-11-04
WPG Advisers, LLC
UNCHANGED22822800%$35.2K$35.4K+$2192026-10-27
Prudent Man Investment Management, Inc.
INCREASED2204+216+5400%$574$34.2K+$33.6K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED22022000%$33.9K$34.1K+$2742026-10-23
Burkett Financial Services, LLC
NEW219—+219——$34.1K—2026-10-01
Addison Advisors LLC
DECREASED218234-16-7%$36.1K$33.8K-$2.3K2026-11-06
Clearstead Trust, LLC
UNCHANGED21021000%$32.4K$32.6K+$2022026-11-06
Ascentis Wealth Management, LLC
UNCHANGED20220200%$31.2K$31.4K+$1932026-11-03
Armstrong Advisory Group, Inc
UNCHANGED20020000%$30.9K$31.1K+$1922026-10-09
Noble Wealth Management PBC
UNCHANGED20020000%$30.9K$31.1K+$1922026-10-01
Gamma Investing LLC
UNCHANGED19219200%$29.6K$29.8K+$1842026-10-08
Capital Investment Advisory Services, LLC
DECREASED186227-41-18%$35.0K$29.0K-$6.1K2026-10-30
CKW Financial Group
UNCHANGED18518500%$29$29$02026-10-29
Silver Grove Financial Group, Inc.
INCREASED184183+1+1%$28.2K$28.6K+$3312026-11-05
Register Financial Advisors LLC
NEW183—+183——$28.4K—2026-10-23
Nova Financial LLC
NEW160—+160——$24.8K—2026-11-04
Gables Capital Management Inc.
UNCHANGED15215200%$23.5K$23.6K+$1462026-11-04
Evolution Wealth Management Inc.
INCREASED15098+52+53%$15.1K$23.3K+$8.2K2026-10-28
Legacy Bridge, LLC
UNCHANGED14014000%$21.6K$21.7K+$1342026-10-28
NBH Bank
INCREASED134108+26+24%$16.7K$20.8K+$4.1K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED13013000%$20.1K$20.2K+$1252026-10-13
Blue Trust, Inc.
INCREASED12965+64+98%$10.0K$20.0K+$10.0K2026-10-15
Ulland Investment Advisors, LLC
UNCHANGED12512500%$19$19$02026-10-13
GGM Financial LLC
UNCHANGED11711700%$18.0K$18.1K+$1452026-11-05
Sunrise Financial Services, LLC
DECREASED108162-54-33%$25.0K$16.8K-$8.2K2026-10-21
North Star Investment Management Corp.
UNCHANGED10410400%$16.0K$16.1K+$1002026-10-27
Independence Bank of Kentucky
NEW100—+100——$15.5K—2026-10-26
Phillips Financial Management, LLC
NEW97—+97——$15.1K—2026-10-19
Morling Financial Advisors, LLC
NEW96—+96——$14.9K—2026-10-28
Highline Wealth Partners LLC
UNCHANGED949400%$14.5K$14.6K+$912026-10-19
Burk Holdings LLC
UNCHANGED868600%$13.3K$13.4K+$832026-11-05
Indiana Trust & Investment Management Co
UNCHANGED818100%$12.5K$12.6K+$782026-10-22
Hartford Financial Management Inc.
UNCHANGED808000%$12.3K$12.4K+$762026-10-21
First Pacific Financial
INCREASED7372+1+1%$11.2K$11.3K+$912026-10-14
Avion Wealth
UNCHANGED717100%$10$11+$12026-11-04
Trust Co of Toledo NA
NEW69—+69——$10.7K—2026-10-16
Vermillion Wealth Management, Inc.
UNCHANGED676700%$10.4K$10.5K+$842026-10-26
Trust Co
UNCHANGED666600%$10.1K$10.2K+$632026-10-09
Creative Capital Management Investments LLC
UNCHANGED626200%$9.6K$9.6K+$602026-10-28
Peterson Wealth Services
UNCHANGED606000%$9.3K$9.3K+$582026-10-26
Washington Trust Advisors, Inc.
NEW54—+54——$8.4K—2026-10-22
Key Capital Management, Inc
UNCHANGED535300%$8.2K$8.2K+$512026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED505000%$7.7K$7.8K+$482026-10-16
Lanark Financial, Inc.
UNCHANGED505000%$7.7K$7.8K+$492026-10-26
Jacobi Capital Management LLC
NEW49—+49——$7.6K—2026-11-05
Activest Wealth Management
UNCHANGED464600%$7.1K$7.2K+$582026-10-15
Ashton Thomas Securities, LLC
UNCHANGED444400%$6.8K$6.8K+$422026-10-26
Concord Wealth Partners
UNCHANGED444400%$6.8K$6.8K+$422026-11-02
Coston, McIsaac & Partners
UNCHANGED444400%$6$6.8K+$6.8K2026-11-06
Valued Wealth Advisors LLC
UNCHANGED444400%$6.8K$6.8K+$422026-11-05
CGC Financial Services, LLC
UNCHANGED353500%$5.4K$5.4K+$342026-10-13
McCarley & Cook Financial Planners
DECREASED3454-20-37%$8.3K$5.3K-$3.1K2026-10-21
Cape Investment Advisory, Inc.
INCREASED3426+8+31%$4.0K$5.3K+$1.3K2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED333300%$5.1K$5.1K-$32026-11-04
Chilton Capital Management LLC
NEW27—+27——$4.2K—2026-10-28
Winthrop Capital Management, LLC
UNCHANGED262600%$4.0K$4.0K+$372026-11-05
Buck Wealth Strategies, LLC
UNCHANGED262600%$4.0K$4.0K+$252026-10-28
Aspect Partners, LLC
UNCHANGED232300%$3.5K$3.6K+$222026-10-20
Next Level Wealth Planning, LLC
NEW22—+22——$3.4K—2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED222200%$3.4K$3.4K+$212026-10-16
Bangor Savings Bank
DECREASED1819-1-5%$2.9K$2.8K-$1362026-10-06
Balentine LLC
UNCHANGED181800%$2.8K$2.8K+$182026-11-03
Beacon Financial Strategies Corp
INCREASED158+7+88%$1.2K$2.3K+$1.1K2026-10-14
Valley National Advisers Inc
UNCHANGED141400%$2.2K$2.2K+$132026-10-23
Latitude Advisors, LLC
NEW9—+9——$1.4K—2026-10-27
Ascentis Independent Advisors
NEW8—+8——$1.2K—2026-11-03
Reap Financial Group, LLC
UNCHANGED8800%$1.2K$1.3K+$102026-11-02
Signaturefd, LLC
INCREASED75+2+40%$771$1.1K+$3182026-10-23
Three Bridge Wealth Advisors, LLC
NEW6—+6——$932—2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED615-9-60%$2.3K$932-$1.4K2026-11-04
Networth Advisors, LLC
DECREASED544-39-89%$6.8K$826-$6.0K2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED5500%$771$776+$52026-10-05
Montgomery Financial Services LLC
UNCHANGED3300%$463$466+$32026-11-03
Signature Equity Partners, LLC
DECREASED187-86-99%$13.4K$114-$13.3K2026-10-29
Tsfg, LLC
UNCHANGED1100%$0$0$02026-10-23
TD Private Client Wealth LLC
UNCHANGED1100%$82$83+$12026-10-28
FDx Advisors, Inc.
CLOSED022,521-22,521-100%$3.5M$0-$3.5M2026-11-05
LFG Wealth Partners, LLC
CLOSED011,622-11,622-100%$1.8M$0-$1.8M2026-10-28
Wedbush Securities Inc
CLOSED03,921-3,921-100%$605.0K$0-$605.0K2026-10-22
Csenge Advisory Group
CLOSED01,914-1,914-100%$295.3K$0-$295.3K2026-11-04
Appleton Partners Inc
CLOSED01,765-1,765-100%$272.0K$0-$272.0K2026-10-30
Hegarty Advisors, LLC
CLOSED01,477-1,477-100%$227.8K$0-$227.8K2026-10-20
Anderson Hoagland & Co
CLOSED01,409-1,409-100%$217.4K$0-$217.4K2026-10-23
Atlatl Advisers LLC
CLOSED0915-915-100%$141.2K$0-$141.2K2026-10-22
Wellington Grp LLC
CLOSED0516-516-100%$75.2K$0-$75.2K2026-11-06
International Assets Investment Management, LLC
CLOSED0416-416-100%$64.1K$0-$64.1K2026-11-02
Salem Investment Counselors Inc
CLOSED0304-304-100%$46.9K$0-$46.9K2026-10-13
Country Trust Bank
CLOSED0265-265-100%$40.9K$0-$40.9K2026-10-30
MCF Advisors LLC
CLOSED0162-162-100%$25.0K$0-$25.0K2026-10-28
Gill Capital Partners, LLC
CLOSED0160-160-100%$24.7K$0-$24.7K2026-10-13
Tradewinds Capital Management, LLC
CLOSED051-51-100%$7.9K$0-$7.9K2026-10-23
Maseco LLP
CLOSED044-44-100%$6.8K$0-$6.8K2026-10-27
Cornerstone Planning Group LLC
CLOSED043-43-100%$6.5K$0-$6.5K2026-10-16
Financial Consulate, Inc
CLOSED09-9-100%$1.4K$0-$1.4K2026-10-23
SYM Financial Corp
CLOSED02-2-100%$309$0-$3092026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$231.7K$216.9K-$14.9K2026-10-29
Empower Advisory Group, LLC
N/A—5,041,385-5,041,385-100%$777.8M———
Jones Financial Companies Lllp
N/A—2,897,206-2,897,206-100%$443.4M———
Mason Investment Advisory Services, Inc.
N/A—1,902,746-1,902,746-100%$293.6M———
Natixis Advisors, LLC
N/A—1,784,720-1,784,720-100%$275.4M———
Bessemer Group Inc
N/A—1,656,856-1,656,856-100%$255.6M———
1832 Asset Management L.P.
N/A—1,632,044-1,632,044-100%$251.8M———
Charles Schwab Investment Management Inc
N/A—1,015,203-1,015,203-100%$156.6M———
Morgan Stanley
N/A—766,661-766,661-100%$118.3M———
WIT, LLC
N/A—719,961-719,961-100%$111.1M———
Northwestern Mutual Wealth Management Co
N/A—611,851-611,851-100%$94.4M———
UBS Group AG
N/A—517,094-517,094-100%$79.8M———
Clark Capital Management Group, Inc.
N/A—449,540-449,540-100%$69.4M———
Wells Fargo & Company
N/A—411,759-411,759-100%$63.5M———
Bank of America Corp
N/A—350,777-350,777-100%$54.1M———
Envestnet Asset Management Inc
N/A—338,908-338,908-100%$52.3M———
Pathstone Holdings, LLC
N/A—284,050-284,050-100%$43.8M———
Advisory Alpha, LLC
N/A—283,898-283,898-100%$43.8M———
Bank of Montreal
N/A—283,383-283,383-100%$43.7M———
Mercer Global Advisors Inc
N/A—223,565-223,565-100%$34.5M———
Stifel Financial Corp
N/A—220,725-220,725-100%$34.1M———
Cetera Investment Advisers
N/A—217,088-217,088-100%$33.5M———
Cerity Partners LLC
N/A—213,717-213,717-100%$33.0M———
HighTower Advisors, LLC
N/A—194,304-194,304-100%$30.0M———
Raymond James Financial Inc
N/A—171,374-171,374-100%$26.4M———
Royal Bank of Canada
N/A—165,467-165,467-100%$25.5M———
JPMorgan Chase & Co
N/A—139,872-139,872-100%$21.5M———
Portland Global Advisors LLC
N/A—124,832-124,832-100%$19.3M———
RWA Wealth Partners, LLC
N/A—120,040-120,040-100%$18.5M———
Osaic Holdings, Inc.
N/A—119,118-119,118-100%$18.4M———
Redwood Investment Management, LLC
N/A—100,174-100,174-100%$15.5M———
Ameriprise Financial Inc
N/A—95,521-95,521-100%$14.7M———
N.E.W. Advisory Services LLC
N/A—89,587-89,587-100%$13.8M———
Coldstream Capital Management Inc
N/A—82,340-82,340-100%$12.7M———
Manufacturers Life Insurance Company, the
N/A—81,397-81,397-100%$24.3M———
Causeway Capital Management LLC
N/A—80,907-80,907-100%$12.5M———
Strategic Financial Planning, Inc.
N/A—78,172-78,172-100%$12.0M———
Texas Yale Capital Corp.
N/A—75,705-75,705-100%$11.7M———
Beacon Pointe Advisors, LLC
N/A—72,368-72,368-100%$11.2M———
Kingsview Wealth Management, LLC
N/A—68,320-68,320-100%$10.5M———
Voya Financial Advisors, Inc.
N/A—67,996-67,996-100%$10.5M———
FMR LLC
N/A—66,974-66,974-100%$10.3M———
Beaird Harris Wealth Management, LLC
N/A—66,466-66,466-100%$10.3M———
Peapack Gladstone Financial Corp
N/A—65,752-65,752-100%$10.1M———
Atlas Capital Advisors Inc.
N/A—64,913-64,913-100%$10.0M———
Mariner, LLC
N/A—64,663-64,663-100%$10.0M———
MAI Capital Management
N/A—63,295-63,295-100%$9.8M———
Checchi Capital Advisers, LLC
N/A—62,395-62,395-100%$9.6M———
Baird Financial Group, Inc.
N/A—61,358-61,358-100%$9.5M———
Rockefeller Capital Management L.P.
N/A—60,549-60,549-100%$9.3M———
Bleakley Financial Group, LLC
N/A—55,139-55,139-100%$8.5M———
Focus Partners Wealth
N/A—51,669-51,669-100%$8.0M———
Alliancebernstein L.P.
N/A—49,241-49,241-100%$7.2M———
Quantum Capital Management, LLC / NJ
N/A—47,826-47,826-100%$7.4M———
BlackRock, Inc.
N/A—47,746-47,746-100%$7.4M———
IMA Advisory Services, Inc.
N/A—47,588-47,588-100%$7.3M———
Cambria Investment Management, L.P.
N/A—45,219-45,219-100%$7.0M———
Principal Securities, Inc.
N/A—43,690-43,690-100%$6.7M———
Focus Partners Advisor Solutions, LLC
N/A—43,583-43,583-100%$6.7M———
Sequoia Financial Advisors, LLC
N/A—43,099-43,099-100%$6.6M———
Strategic Investment Advisors / MI
N/A—40,614-40,614-100%$6.3M———
Obsido Oy
N/A—39,135-39,135-100%$6.0M———
Janney Montgomery Scott LLC
N/A—38,321-38,321-100%$5.9M———
Commerce Bank
N/A—38,182-38,182-100%$5.9M———
AQR Capital Management LLC
N/A—38,004-38,004-100%$5.9M———
Nwam LLC
N/A—34,344-34,344-100%$5.3M———
Vawter Financial, Ltd.
N/A—32,020-32,020-100%$4.9M———
Tobias Financial Advisors, Inc.
N/A—31,747-31,747-100%$4.9M———
MML Investors Services, LLC
N/A—30,695-30,695-100%$4.7M———
Regal Investment Advisors LLC
N/A—30,650-30,650-100%$4.7M———
Causey Wealth LLC
N/A—29,643-29,643-100%$4.6M———
Haverford Trust Co
N/A—28,459-28,459-100%$4.4M———
Twin Focus Capital Partners, LLC
N/A—28,289-28,289-100%$4.4M———
Swan Capital LLC
N/A—27,713-27,713-100%$4.3M———
Sanctuary Advisors, LLC
N/A—25,597-25,597-100%$3.9M———
Goldman Sachs Group Inc
N/A—25,224-25,224-100%$3.9M———
Aberdeen Wealth Management LLC
N/A—23,136-23,136-100%$3.6M———
Fiducient Advisors LLC
N/A—23,054-23,054-100%$3.6M———
O'shaughnessy Asset Management, LLC
N/A—22,709-22,709-100%$3.5M———
Victory Capital Management Inc
N/A—22,516-22,516-100%$3.5M———
CoreFirst Bank & Trust
N/A—21,549-21,549-100%$3.3M———
Great Valley Advisor Group, Inc.
N/A—17,275-17,275-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—16,983-16,983-100%$2.6M———
Quantinno Capital Management LP
N/A—16,709-16,709-100%$2.6M———
Integrity Wealth Solutions LLC
N/A—16,549-16,549-100%$2.6M———
Summit Financial, LLC
N/A—16,233-16,233-100%$2.5M———
Northern Trust Corp
N/A—14,858-14,858-100%$2.3M———
Savvy Advisors, Inc.
N/A—14,510-14,510-100%$2.2M———
Captrust Financial Advisors
N/A—14,056-14,056-100%$2.2M———
Atlanta Consulting Group Advisors, LLC
N/A—14,004-14,004-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—13,919-13,919-100%$2.2M———
Payne Capital Management, LLC
N/A—13,202-13,202-100%$2.0M———
Red Wave Investments LLC
N/A—13,143-13,143-100%$2.0M———
Intrust Bank NA
N/A—12,734-12,734-100%$2.0M———
Waverly Advisors, LLC
N/A—12,404-12,404-100%$1.9M———
Susquehanna International Group, LLP
N/A—12,245-12,245-100%$1.9M———
Advisory Services Network, LLC
N/A—12,126-12,126-100%$1.9M———
Brown Advisory Inc
N/A—11,827-11,827-100%$1.8M———
Empowered Funds, LLC
N/A—11,774-11,774-100%$1.8M———
Capital Analysts, LLC
N/A—11,632-11,632-100%$1.8M———
Jane Street Group, LLC
N/A—11,371-11,371-100%$1.8M———
EP Wealth Advisors, LLC
N/A—11,169-11,169-100%$1.7M———
Jacobs Equity LLC
N/A—10,900-10,900-100%$1.7M———
Qube Research & Technologies Ltd
N/A—10,512-10,512-100%$1.6M———
Vance Wealth, LLC
N/A—10,064-10,064-100%$1.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—9,822-9,822-100%$1.5M———
Daiichi Life Insurance Co., Ltd.
N/A—9,560-9,560-100%$1.5M———
Alpha Financial Advisors, LLC
N/A—9,399-9,399-100%$1.5M———
Zhang Financial LLC
N/A—9,389-9,389-100%$1.4M———
Ballentine Partners, LLC
N/A—9,212-9,212-100%$1.4M———
Minot DeBlois Advisors LLC
N/A—8,905-8,905-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—8,771-8,771-100%$1.4M———
Shepherd Wealth Management Ltd Liability Co
N/A—8,703-8,703-100%$615.7K———
Johnson Financial Group, Inc.
N/A—8,235-8,235-100%$1.3M———
PW Advisors, LLC \ FL
N/A—8,064-8,064-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—8,020-8,020-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—7,977-7,977-100%$1.2M———
Composition Wealth, LLC
N/A—7,970-7,970-100%$1.2M———
Pure Financial Advisors, LLC
N/A—7,877-7,877-100%$1.2M———
Range Advisory, LLC
N/A—7,483-7,483-100%$1.2M———
Wealthspire Advisors, LLC
N/A—7,321-7,321-100%$1.1M———
Private Advisor Group, LLC
N/A—7,197-7,197-100%$1.1M———
Arax Advisory Partners
N/A—7,006-7,006-100%$1.1M———
Tocqueville Asset Management L.P.
N/A—6,838-6,838-100%$1.1M———
SGL Investment Advisors, Inc.
N/A—6,668-6,668-100%$1.1M———
Betterment LLC
N/A—6,601-6,601-100%$1.0M———
Jackson Thornton Wealth Management, LLC
N/A—6,309-6,309-100%$973.3K———
LRI Investments, LLC
N/A—6,307-6,307-100%$973.1K———
Cardiff Park Advisors, LLC
N/A—6,159-6,159-100%$950.3K———
World Investment Advisors
N/A—5,945-5,945-100%$870.0K———
Anchor Investment Management, LLC
N/A—5,921-5,921-100%$913.6K———
Blair William & Co
N/A—5,910-5,910-100%$911.8K———
CIBC World Market Inc.
N/A—5,826-5,826-100%$898.9K———
Columbia River Financial Group, LLC
N/A—5,762-5,762-100%$889.0K———
BWM Planning, LLC
N/A—5,618-5,618-100%$866.8K———
United Capital Financial Advisors, LLC
N/A—5,477-5,477-100%$844.7K———
Arkadios Wealth Advisors
N/A—5,445-5,445-100%$840.0K———
Camelot Portfolios, LLC
N/A—5,398-5,398-100%$832.9K———
JMN Financial LLC
N/A—5,396-5,396-100%$832.6K———
Moneta Group Investment Advisors LLC
N/A—5,361-5,361-100%$827.2K———
SouthState Bank Corp
N/A—5,326-5,326-100%$821.7K———
Cary Street Partners Financial LLC
N/A—5,308-5,308-100%$819.0K———
&partners
N/A—5,265-5,265-100%$812.4K———
Rockbridge Investment Management, LCC
N/A—5,204-5,204-100%$802.9K———
BFC Planning, Inc.
N/A—5,189-5,189-100%$800.6K———
Global Retirement Partners, LLC
N/A—5,160-5,160-100%$796.2K———
Beckerman Institutional, LLC
N/A—5,139-5,139-100%$792.9K———
M&T Bank Corp
N/A—5,055-5,055-100%$779.9K———
Orion Porfolio Solutions, LLC
N/A—4,860-4,860-100%$749.9K———
Windward Private Wealth Management Inc.
N/A—4,822-4,822-100%$744.0K———
Whittier Trust Co
N/A—4,535-4,535-100%$711.1K———
Laird Norton Wetherby Trust Company, LLC
N/A—4,496-4,496-100%$693.7K———
Dunhill Financial, LLC
N/A—4,290-4,290-100%$661.9K———
Transamerica Financial Advisors, LLC
N/A—4,138-4,138-100%$638.5K———
Mutual Advisors, LLC
N/A—4,130-4,130-100%$637.2K———
Frazier Financial Advisors, LLC
N/A—4,121-4,121-100%$635.9K———
Scotia Capital Inc.
N/A—4,035-4,035-100%$622.6K———
Envestnet Portfolio Solutions, Inc.
N/A—4,017-4,017-100%$619.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,969-3,969-100%$612.3K———
Glenmede Trust Co NA
N/A—3,886-3,886-100%$599.6K———
TAGStone Capital, Inc.
N/A—3,881-3,881-100%$598.8K———
PAX Financial Group, LLC
N/A—3,803-3,803-100%$586.8K———
OneAscent Financial Services LLC
N/A—3,734-3,734-100%$576.1K———
Maimon Wealth Management Ltd.
N/A—3,730-3,730-100%$575.5K———
Sovereign Financial Group, Inc.
N/A—3,708-3,708-100%$572.1K———
Smartleaf Asset Management LLC
N/A—3,636-3,636-100%$559.1K———
Steward Partners Investment Advisory, LLC
N/A—3,596-3,596-100%$554.8K———
Shufro Rose & Co LLC
N/A—3,483-3,483-100%$537.4K———
Nuveen, LLC
N/A—3,479-3,479-100%$536.8K———
Stratos Wealth Partners, Ltd.
N/A—3,451-3,451-100%$532.6K———
Flputnam Investment Management Co
N/A—3,440-3,440-100%$530.8K———
Comprehensive Money Management Services LLC
N/A—3,439-3,439-100%$530.6K———
Stephens Inc
N/A—3,400-3,400-100%$524.6K———
National Bank of Canada
N/A—3,262-3,262-100%$503.3K———
CreativeOne Wealth, LLC
N/A—3,217-3,217-100%$496.4K———
Red Door Wealth Management, LLC
N/A—3,207-3,207-100%$494.8K———
Wealthfront Advisers LLC
N/A—3,195-3,195-100%$493.0K———
HRT Financial LP
N/A—3,184-3,184-100%$491.0K———
AE Wealth Management LLC
N/A—3,147-3,147-100%$485.5K———
Johnson Investment Counsel Inc
N/A—3,142-3,142-100%$484.8K———
NewEdge Advisors, LLC
N/A—3,071-3,071-100%$473.9K———
Clarion Wealth Managment Partners, LLC
N/A—3,025-3,025-100%$466.7K———
Cresset Asset Management, LLC
N/A—2,978-2,978-100%$459.5K———
Vanguard Advisers Inc
N/A—2,971-2,971-100%$458.3K———
Raffa Wealth Management, LLC
N/A—2,901-2,901-100%$447.6K———
MorganRosel Wealth Management, LLC
N/A—2,829-2,829-100%$436.5K———
Tribridge Partners Financial LLC
N/A—2,787-2,787-100%$421.2K———
Pallas Capital Advisors LLC
N/A—2,772-2,772-100%$427.7K———
Nepc LLC
N/A—2,768-2,768-100%$427.1K———
IEQ Capital, LLC
N/A—2,617-2,617-100%$403.8K———
Essex Financial Services, Inc.
N/A—2,617-2,617-100%$403.8K———
Strategic Investment Solutions, Inc.
N/A—2,609-2,609-100%$402.5K———
SageView Advisory Group, LLC
N/A—2,596-2,596-100%$400.5K———
Equitable Holdings, Inc.
N/A—2,594-2,594-100%$400.2K———
Mittelman Wealth Management
N/A—2,583-2,583-100%$1.4M———
Hexagon Capital Partners LLC
N/A—2,551-2,551-100%$393.6K———
CIM, LLC
N/A—2,548-2,548-100%$393.1K———
Ameritas Advisory Services, LLC
N/A—2,547-2,547-100%$393.0K———
Westmount Partners, LLC
N/A—2,527-2,527-100%$389.9K———
Squarepoint Ops LLC
N/A—2,510-2,510-100%$387.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,504-2,504-100%$386.3K———
Weik Capital Management
N/A—2,500-2,500-100%$385.7K———
WealthShield Partners, LLC
N/A—2,454-2,454-100%$378.6K———
Hamilton Wealth, LLC
N/A—2,419-2,419-100%$373.2K———
CSM Advisors, LLC
N/A—2,350-2,350-100%$363.0K———
OneDigital Investment Advisors LLC
N/A—2,295-2,295-100%$354.0K———
Sequent Planning LLC
N/A—2,144-2,144-100%$330.8K———
Harbour Investments, Inc.
N/A—2,138-2,138-100%$329.9K———
Alpine Global Management, LLC
N/A—2,125-2,125-100%$327.9K———
Dakota Wealth Management
N/A—2,064-2,064-100%$318.5K———
Bridgewater Advisors Inc.
N/A—2,056-2,056-100%$313.4K———
CVA Family Office, LLC
N/A—2,028-2,028-100%$312.9K———
Elm Partners Management LLC
N/A—1,979-1,979-100%$305.3K———
Palisades Hudson Asset Management, L.P.
N/A—1,948-1,948-100%$301.0K———
Advyzon Investment Management, LLC
N/A—1,915-1,915-100%$295.4K———
Capital Advisors Inc
N/A—1,903-1,903-100%$293.6K———
Parkwoods Wealth Partners, LLC
N/A—1,810-1,810-100%$279.2K———
Miller Capital Partners, Inc.
N/A—1,806-1,806-100%$278.6K———
Athena Investment Management
N/A—1,800-1,800-100%$277.7K———
Foundations Investment Advisors, LLC
N/A—1,797-1,797-100%$277.3K———
Vident Advisory, LLC
N/A—1,741-1,741-100%$268.7K———
FAS Wealth Partners, Inc.
N/A—1,713-1,713-100%$264.4K———
Per Stirling Capital Management, Llc.
N/A—1,615-1,615-100%$249.2K———
Trailhead Planners LLC
N/A—1,611-1,611-100%$248.6K———
Modern Wealth Management, LLC
N/A—1,609-1,609-100%$248.3K———
GeoWealth Management, LLC
N/A—1,592-1,592-100%$245.6K———
Amara Financial, Llc.
N/A—1,578-1,578-100%$243.5K———
Rialto Wealth Management, LLC
N/A—1,577-1,577-100%$243.3K———
Argent Trust Co
N/A—1,574-1,574-100%$242.9K———
Aptus Capital Advisors, LLC
N/A—1,541-1,541-100%$237.8K———
Brand Asset Management Group, Inc.
N/A—1,393-1,393-100%$214.9K———
Everstar Asset Management, LLC
N/A—1,390-1,390-100%$214.5K———
XTX Topco Ltd
N/A—1,385-1,385-100%$213.7K———
Claris Advisors, LLC / MO /
N/A—1,366-1,366-100%$210.8K———
Evercore Wealth Management, LLC
N/A—1,304-1,304-100%$201.2K———
Wellspring Financial Advisors, LLC
N/A—1,299-1,299-100%$200.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,176-1,176-100%$181.4K———
UBS Asset Management Americas LLC
N/A—1,154-1,154-100%$178.1K———
Continuum Advisory, LLC
N/A—1,047-1,047-100%$161.5K———
Smithfield Trust Co
N/A—1,021-1,021-100%$157.0K———
Hantz Financial Services, Inc.
N/A—999-999-100%$154.0K———
Atomic Invest LLC
N/A—997-997-100%$153.4K———
Roble, Belko & Company, Inc
N/A—995-995-100%$154.0K———
USA Financial Formulas
N/A—924-924-100%$142.6K———
Rothschild Investment LLC
N/A—907-907-100%$139.9K———
IFG Advisory, LLC
N/A—861-861-100%$132.9K———
Raelipskie Partnership
N/A—820-820-100%$126.5K———
Strategic Wealth Partners, Ltd.
N/A—687-687-100%$106.0K———
Medallion Wealth Advisors, LLC
N/A—597-597-100%$92.1K———
Coppell Advisory Solutions LLC
N/A—520-520-100%$385.0K———
JDM Financial Group LLC
N/A—434-434-100%$67.0K———
Howe & Rusling Inc
N/A—426-426-100%$65.7K———
Private Wealth Asset Management, LLC
N/A—410-410-100%$63.3K———
Highland Investment Advisors LLC
N/A—405-405-100%$62.5K———
WealthCollab, LLC
N/A—387-387-100%$59.7K———
Huntington National Bank
N/A—370-370-100%$57.1K———
Strive Financial Group,LLC
N/A—315-315-100%$48.6K———
Ancora Advisors LLCA
N/A—297-297-100%$45.8K———
Atlantic Union Bankshares Corp
N/A—288-288-100%$44.4K———
ST Germain D J Co Inc
N/A—265-265-100%$40.9K———
Cordant, Inc.
N/A—213-213-100%$32.9K———
Accent Capital Management, LLC
N/A—200-200-100%$30.9K———
Kerr Financial Planning Corp
N/A—200-200-100%$30.9K———
Sachetta, LLC
N/A—191-191-100%$29.5K———
SHP Wealth Management
N/A—187-187-100%$28.9K———
Crewe Advisors LLC
N/A—171-171-100%$26.4K———
Bogart Wealth, LLC
N/A—168-168-100%$26.0K———
Tiaa Wealth Investment Management LLC
N/A—154-154-100%$23.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—133-133-100%$20.6K———
Vanguard National Trust Co
N/A—128-128-100%$19.7K———
Synergy Investment Management, LLC
N/A—116-116-100%$17.9K———
Corsicana & Co.
N/A—105-105-100%$16.2K———
Federation des caisses Desjardins du Quebec
N/A—90-90-100%$13.9K———
Ameriflex Group, Inc.
N/A—82-82-100%$12.6K———
Brown Brothers Harriman & Co
N/A—70-70-100%$10.8K———
Geneos Wealth Management Inc.
N/A—70-70-100%$10.8K———
MidFirst Bank
N/A—65-65-100%$10.0K———
C M Bidwell & Associates LTD
N/A—65-65-100%$10.0K———
Mpwm Advisory Solutions, LLC
N/A—63-63-100%$9.7K———
VSM Wealth Advisory, LLC
N/A—61-61-100%$9.4K———
TD Capital Management LLC
N/A—60-60-100%$9.3K———
Tidemark, LLC
N/A—52-52-100%$8.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—46-46-100%$7.0K———
Timbuktu Capital Management, LLC
N/A—45-45-100%$6.9K———
Caldwell Sutter Capital, Inc.
N/A—40-40-100%$6.2K———
Ankerstar Wealth, LLC
N/A—36-36-100%$5.6K———
Sittner & Nelson, LLC
N/A—31-31-100%$4.8K———
Fiduciary Financial Advisors
N/A—29-29-100%$4.5K———
New Republic Capital, LLC
N/A—26-26-100%$4.0K———
Hamrick Investment Counsel, llc
N/A—21-21-100%$3.2K———
Basecamp Wealth Advisors LLC
N/A—17-17-100%$2.6K———
Quent Capital, LLC
N/A—16-16-100%$2.5K———
Financial Gravity Companies, Inc.
N/A—15-15-100%$2.3K———
Aventura Private Wealth, LLC
N/A—12-12-100%$1.9K———
Keating Financial Advisory Services, Inc.
N/A—8-8-100%$1.2K———
HighMark Wealth Management LLC
N/A—7-7-100%$1.1K———
Meramec Financial Planners, LLC
N/A—2-2-100%$303———
Manning & Napier Advisors LLC
N/A—00—$11———
Showing 763 of 763 institutions