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Vanguard Russell 1000 Value (VONV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares2,463,448 from 2,768,104
Change-304,656 (-11%)
Value$267.8M (-$26.5M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares2,360,639 from 2,362,467
Change-1,828 (0%)
Value$256.6M (+$5.4M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares1,610,797 from 1,534,903
Change+75,894 (+5%)
Value$175.1M (+$11.9M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares1,581,283 from 1,580,126
Change+1,157 (+0%)
Value$171.9M (+$3.9M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares1,153,327 from 1,099,549
Change+53,778 (+5%)
Value$125.4M (+$8.5M)
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares927,117 from 976,287
Change-49,170 (-5%)
Value$100.8M (-$3.0M)
Filed 2026-10-13
Global Strategic Investment Solutions, LLC
DECREASED
Shares854,396 from 865,244
Change-10,848 (-1%)
Value$92.9M (+$888.7K)
Filed 2026-10-16
WestHill Financial Advisors, Inc.
DECREASED
Shares719,036 from 749,559
Change-30,523 (-4%)
Value$78.2M (-$1.5M)
Filed 2026-10-14
Bernardo Wealth Planning LLC
INCREASED
Shares643,322 from 341,766
Change+301,556 (+88%)
Value$69.9M (+$33.6M)
Filed 2026-10-23
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares614,958 from 614,885
Change+73 (+0%)
Value$66.8M (+$1.5M)
Filed 2026-10-29
Exchange Traded Concepts, LLC
INCREASED
Shares562,192 from 521,732
Change+40,460 (+8%)
Value$61.1M (+$5.6M)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares416,645 from 416,228
Change+417 (+0%)
Value$45.3M (+$1.0M)
Filed 2026-10-27
Wealth Dimensions Group, Ltd.
INCREASED
Shares345,026 from 331,956
Change+13,070 (+4%)
Value$37.5M (+$2.2M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares332,588 from 276,596
Change+55,992 (+20%)
Value$36.2K (-$29.4M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares304,183 from 352,163
Change-47,980 (-14%)
Value$33.1M (-$4.4M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares284,869 from 277,628
Change+7,241 (+3%)
Value$31.0M (+$1.5M)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares272,013 from 266,193
Change+5,820 (+2%)
Value$29.6M (+$1.3M)
Filed 2026-10-26
FSM Wealth Advisors, LLC
INCREASED
Shares238,812 from 237,335
Change+1,477 (+1%)
Value$26.4M (+$1.2M)
Filed 2026-10-27
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares215,323 from 217,227
Change-1,904 (-1%)
Value$23.4M (+$312.1K)
Filed 2026-10-16
Waldron Private Wealth LLC
DECREASED
Shares208,538 from 209,590
Change-1,052 (0%)
Value$22.7M (+$386.5K)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares169,670 from 180,082
Change-10,412 (-6%)
Value$18.4M (-$701.4K)
Filed 2026-11-03
Advisor OS, LLC
INCREASED
Shares152,275 from 138,027
Change+14,248 (+10%)
Value$16.6M (+$1.9M)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares143,318 from 126,048
Change+17,270 (+14%)
Value$15.6M (+$2.2M)
Filed 2026-10-21
71 West Capital Partners
DECREASED
Shares125,639 from 130,521
Change-4,882 (-4%)
Value$13.7M (-$218.8K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares125,306 from 125,097
Change+209 (+0%)
Value$13.6M (+$321.7K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares124,378 from 115,623
Change+8,755 (+8%)
Value$13.5M (+$1.2M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares117,922 from 118,043
Change-121 (0%)
Value$13.0M (+$246.3K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares108,766 from 3,587
Change+105,179 (+2932%)
Value$11.8M (+$11.4M)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares104,552 from 120,493
Change-15,941 (-13%)
Value$11.4M (-$1.4M)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares100,683 from 99,940
Change+743 (+1%)
Value$10.9M (+$319.6K)
Filed 2026-10-28
First Merchants Corp
UNCHANGED
Shares97,100 from 97,100
Change0 (0%)
Value$10.6M (+$232.1K)
Filed 2026-10-15
Fund Evaluation Group, LLC
UNCHANGED
Shares96,000 from 96,000
Change0 (0%)
Value$10.4M (+$229.4K)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares84,482 from 105,850
Change-21,368 (-20%)
Value$9.2M (-$2.1M)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
INCREASED
Shares82,670 from 74,495
Change+8,175 (+11%)
Value$9.0M (+$1.1M)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares82,089 from 66,696
Change+15,393 (+23%)
Value$8.9M (+$1.8M)
Filed 2026-11-05
Bokf, NA
INCREASED
Shares80,099 from 79,466
Change+633 (+1%)
Value$8.7M (+$258.7K)
Filed 2026-10-27
Aspiriant, LLC
INCREASED
Shares73,485 from 72,474
Change+1,011 (+1%)
Value$8.0M (+$283.1K)
Filed 2026-10-16
Kanawha Capital Management LLC
INCREASED
Shares69,913 from 67,659
Change+2,254 (+3%)
Value$7.6M (+$406.7K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares68,440 from 71,603
Change-3,163 (-4%)
Value$7.4K (-$7.6M)
Filed 2026-11-02
Curtis Advisory Group, LLC
INCREASED
Shares66,988 from 65,985
Change+1,003 (+2%)
Value$7.3M (+$266.7K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares65,671 from 85,387
Change-19,716 (-23%)
Value$7.1M (-$1.9M)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares65,411 from 24,457
Change+40,954 (+167%)
Value$7.1M (+$4.5M)
Filed 2026-10-28
Focused Wealth Management, Inc
DECREASED
Shares57,901 from 58,227
Change-326 (-1%)
Value$6.3M (+$103.7K)
Filed 2026-10-30
Venture Visionary Partners LLC
DECREASED
Shares57,084 from 60,461
Change-3,377 (-6%)
Value$6.2M (-$222.6K)
Filed 2026-10-07
Hegarty Advisors, LLC
INCREASED
Shares55,923 from 50,959
Change+4,964 (+10%)
Value$6.1M (+$661.4K)
Filed 2026-10-20
Verus Wealth Management, LLC
INCREASED
Shares52,543 from 44,936
Change+7,607 (+17%)
Value$5.7M (+$934.3K)
Filed 2026-10-13
Principal Financial Group Inc
UNCHANGED
Shares51,871 from 51,871
Change0 (0%)
Value$5.6M (+$124.0K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares50,902 from 47,665
Change+3,237 (+7%)
Value$5.5M (+$465.8K)
Filed 2026-10-29
Corundum Group, Inc.
INCREASED
Shares49,799 from 47,826
Change+1,973 (+4%)
Value$5.4M (+$328.8K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED
Shares49,508 from 48,423
Change+1,085 (+2%)
Value$5.4M (+$233.7K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares47,239 from 46,434
Change+805 (+2%)
Value$5.1M (+$198.5K)
Filed 2026-10-16
Leuthold Group, LLC
DECREASED
Shares44,511 from 45,234
Change-723 (-2%)
Value$4.8M (+$29.5K)
Filed 2026-11-04
Tennessee Valley Asset Management Partners
INCREASED
Shares42,923 from 41,433
Change+1,490 (+4%)
Value$4.7M (+$261.0K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares41,375 from 42,363
Change-988 (-2%)
Value$4.5M (-$6.1K)
Filed 2026-10-22
Sound Financial Strategies Group, LLC
NEW
Shares40,153
Change+40,153
Value$4.4M
Filed 2026-10-30
Sapient Capital LLC
INCREASED
Shares39,146 from 25,504
Change+13,642 (+53%)
Value$4.3M (+$1.5M)
Filed 2026-10-08
Diversified Enterprises, LLC
DECREASED
Shares35,410 from 35,689
Change-279 (-1%)
Value$3.8M (+$54.9K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares34,249 from 41,904
Change-7,655 (-18%)
Value$3.7M (-$731.9K)
Filed 2026-11-05
Valpey Financial Services, LLC
DECREASED
Shares34,141 from 35,223
Change-1,082 (-3%)
Value$3.7M (-$33.4K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares33,507 from 29,784
Change+3,723 (+13%)
Value$3.6M (+$475.8K)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares33,341 from 35,535
Change-2,194 (-6%)
Value$3.6M (-$153.6K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares33,054 from 44,814
Change-11,760 (-26%)
Value$3.6M (-$1.2M)
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares31,711 from 34,846
Change-3,135 (-9%)
Value$3.4M (-$257.5K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares31,674 from 31,094
Change+580 (+2%)
Value$3.4M (+$137.3K)
Filed 2026-10-23
Sage Mountain Advisors LLC
DECREASED
Shares30,669 from 38,239
Change-7,570 (-20%)
Value$3.3M (-$731.5K)
Filed 2026-11-02
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares30,292 from 29,639
Change+653 (+2%)
Value$3.3K (+$136)
Filed 2026-10-01
Farther Finance Advisors, LLC
DECREASED
Shares29,153 from 35,141
Change-5,988 (-17%)
Value$3.2M (-$566.9K)
Filed 2026-10-08
Investment Partners, Ltd.
INCREASED
Shares28,703 from 11,872
Change+16,831 (+142%)
Value$3.1M (+$1.9M)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares28,304 from 27,937
Change+367 (+1%)
Value$3.1M (+$106.7K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares27,687 from 26,468
Change+1,219 (+5%)
Value$3.0M (+$195.8K)
Filed 2026-10-20
Aurelius Family Office LLC
DECREASED
Shares24,998 from 25,088
Change-90 (0%)
Value$2.7M (+$50.2K)
Filed 2026-10-23
Winthrop Advisory Group LLC
INCREASED
Shares24,927 from 24,465
Change+462 (+2%)
Value$2.7M (+$108.8K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares24,650 from 24,605
Change+45 (+0%)
Value$2.7M (+$63.7K)
Filed 2026-10-21
Ulrich Consultants & Investment Group, LLC
NEW
Shares24,321
Change+24,321
Value$2.6M
Filed 2026-10-13
Embree Financial Group
UNCHANGED
Shares24,274 from 24,274
Change0 (0%)
Value$2.6M (+$58.0K)
Filed 2026-10-22
SwitchPoint Financial Planning, LLC
NEW
Shares23,959
Change+23,959
Value$2.6M
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares23,712 from 23,465
Change+247 (+1%)
Value$2.6M (+$78.9K)
Filed 2026-10-09
Fortitude Family Office, LLC
UNCHANGED
Shares23,100 from 23,100
Change0 (0%)
Value$2.5M (+$55.2K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares22,145 from 20,007
Change+2,138 (+11%)
Value$2.4K (-$2.1M)
Filed 2026-10-26
Lpwm LLC
INCREASED
Shares21,832 from 20,916
Change+916 (+4%)
Value$2.4M (+$149.5K)
Filed 2026-10-20
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares21,706 from 22,606
Change-900 (-4%)
Value$2.4M (-$43.8K)
Filed 2026-10-08
Ridgewood Investments LLC
DECREASED
Shares20,572 from 20,758
Change-186 (-1%)
Value$2.2M (+$29.4K)
Filed 2026-10-05
Accurate Wealth Management, LLC
INCREASED
Shares20,464 from 17,667
Change+2,797 (+16%)
Value$2.3M (+$371.6K)
Filed 2026-10-20
Cairn Investment Group, Inc.
DECREASED
Shares20,345 from 21,752
Change-1,407 (-6%)
Value$2.2K (-$2.3M)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares20,188 from 6,226
Change+13,962 (+224%)
Value$2.2M (+$1.5M)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares20,074 from 15,173
Change+4,901 (+32%)
Value$2.2M (+$569.0K)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
INCREASED
Shares19,900 from 18,114
Change+1,786 (+10%)
Value$2.2M (+$237.4K)
Filed 2026-10-15
Fairman Group, LLC
INCREASED
Shares19,427 from 1,876
Change+17,551 (+936%)
Value$2.1M (+$1.9M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares18,859 from 20,153
Change-1,294 (-6%)
Value$2.0M (-$92.5K)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
DECREASED
Shares17,836 from 17,925
Change-89 (0%)
Value$1.9M (+$33.2K)
Filed 2026-10-26
Americana Partners, LLC
DECREASED
Shares17,037 from 18,536
Change-1,499 (-8%)
Value$1.9M (-$118.7K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares16,836 from 17,646
Change-810 (-5%)
Value$1.8M (-$45.9K)
Filed 2026-10-16
Highland Capital Management, LLC
INCREASED
Shares16,444 from 15,682
Change+762 (+5%)
Value$1.8M (+$120.3K)
Filed 2026-10-26
Arbor Investment Advisors, LLC
INCREASED
Shares16,374 from 16,372
Change+2 (+0%)
Value$1.8M (+$39.3K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares16,194 from 13,999
Change+2,195 (+16%)
Value$1.8M (+$272.1K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares16,138 from 17,074
Change-936 (-5%)
Value$1.8M (-$61.0K)
Filed 2026-10-23
Envision Financial LLC
DECREASED
Shares15,804 from 23,231
Change-7,427 (-32%)
Value$1.7M (-$751.8K)
Filed 2026-10-15
Diversified Portfolios, Inc.
DECREASED
Shares15,643 from 15,929
Change-286 (-2%)
Value$1.7M (+$7.0K)
Filed 2026-11-04
Roffman Miller Associates Inc
INCREASED
Shares15,232 from 14,797
Change+435 (+3%)
Value$1.7M (+$82.6K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares14,881 from 13,814
Change+1,067 (+8%)
Value$1.6M (+$149.0K)
Filed 2026-10-28
Nadler Financial Group, Inc.
DECREASED
Shares14,815 from 15,435
Change-620 (-4%)
Value$1.6M (-$30.5K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares14,679 from 14,689
Change-10 (0%)
Value$1.7M (+$71.5K)
Filed 2026-10-27
Macroview Investment Management LLC
DECREASED
Shares14,593 from 14,650
Change-57 (0%)
Value$1.6M (+$28.8K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares14,543 from 10,022
Change+4,521 (+45%)
Value$1.6M (+$515.4K)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares14,389 from 14,389
Change0 (0%)
Value$1.6M (+$34.4K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares14,032 from 7,305
Change+6,727 (+92%)
Value$1.5M (+$748.8K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED
Shares13,778 from 13,911
Change-133 (-1%)
Value$1.5M (+$18.8K)
Filed 2026-10-26
Verum Partners LLC
DECREASED
Shares13,693 from 13,814
Change-121 (-1%)
Value$1.5M (+$19.8K)
Filed 2026-10-21
Stableford Capital II LLC
INCREASED
Shares13,492 from 6,908
Change+6,584 (+95%)
Value$1.5M (+$732.2K)
Filed 2026-10-09
Andina Capital Management, LLC
INCREASED
Shares12,824 from 11,266
Change+1,558 (+14%)
Value$1.4M (+$196.3K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares12,747 from 10,049
Change+2,698 (+27%)
Value$1.4M (+$317.3K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares12,683
Change+12,683
Value$1.4M
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares12,550 from 16,525
Change-3,975 (-24%)
Value$1.4M (-$392.5K)
Filed 2026-10-14
Baker Boyer National Bank
UNCHANGED
Shares12,379 from 12,379
Change0 (0%)
Value$1.3M (+$29.6K)
Filed 2026-11-05
Asempa Wealth Advisors
UNCHANGED
Shares11,974 from 11,974
Change0 (0%)
Value$1.3M (+$30.2K)
Filed 2026-10-07
Wespac Advisors, LLC
DECREASED
Shares11,939 from 22,586
Change-10,647 (-47%)
Value$1.3M (-$1.1M)
Filed 2026-10-26
Davidson Trust Co
INCREASED
Shares11,928 from 11,891
Change+37 (+0%)
Value$1.3M (+$32.5K)
Filed 2026-10-09
Trilogy Capital Inc.
DECREASED
Shares11,692 from 12,385
Change-693 (-6%)
Value$1.3M (-$45.7K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares11,556 from 11,556
Change0 (0%)
Value$1.3M (+$27.6K)
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares11,244 from 11,503
Change-259 (-2%)
Value$1.2M (-$646)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares11,228 from 11,353
Change-125 (-1%)
Value$1.2M (+$13.5K)
Filed 2026-10-27
Monument Capital Management
DECREASED
Shares11,127 from 11,406
Change-279 (-2%)
Value$1.2M (-$3.1K)
Filed 2026-10-09
Avior Wealth Management, LLC
INCREASED
Shares10,863 from 10,758
Change+105 (+1%)
Value$1.2M (+$37.2K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
NEW
Shares10,620
Change+10,620
Value$1.2M
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares10,598 from 7,477
Change+3,121 (+42%)
Value$1.2M (+$357.2K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares10,596 from 10,596
Change0 (0%)
Value$1.2M (+$25.3K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares10,476 from 10,445
Change+31 (+0%)
Value$1.2M (+$57.5K)
Filed 2026-10-15
Keybank National Association
INCREASED
Shares10,459 from 9,004
Change+1,455 (+16%)
Value$1.1M (+$179.7K)
Filed 2026-11-04
Virtue Capital Management, LLC
NEW
Shares10,416
Change+10,416
Value$1.1M
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares10,321 from 10,321
Change0 (0%)
Value$1.1M (+$24.7K)
Filed 2026-10-16
Scratch Capital LLC
DECREASED
Shares10,303 from 10,391
Change-88 (-1%)
Value$1.1M (+$15.3K)
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares9,903 from 9,903
Change0 (0%)
Value$1.1M (+$23.7K)
Filed 2026-10-19
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares9,867 from 10,500
Change-633 (-6%)
Value$1.1M (-$43.7K)
Filed 2026-10-27
Chicago Capital, LLC
UNCHANGED
Shares9,709 from 9,709
Change0 (0%)
Value$1.1M (+$23.2K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares9,708 from 9,982
Change-274 (-3%)
Value$1.1M (-$5.9K)
Filed 2026-11-03
Elevatus Welath Management
INCREASED
Shares9,556 from 9,527
Change+29 (+0%)
Value$1.0M (+$25.9K)
Filed 2026-10-19
Braun-Bostich & Associates Inc.
INCREASED
Shares9,496 from 8,921
Change+575 (+6%)
Value$1.0M (+$83.8K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares9,212
Change+9,212
Value$1.0M
Filed 2026-11-03
KTF Investments, LLC
DECREASED
Shares9,100 from 10,100
Change-1,000 (-10%)
Value$989.2K (-$84.6K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares9,095 from 5,661
Change+3,434 (+61%)
Value$989 (-$601.0K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares9,055 from 9,263
Change-208 (-2%)
Value$984.3K (-$471)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares8,904 from 8,904
Change0 (0%)
Value$967.9K (+$21.3K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares8,771 from 8,683
Change+88 (+1%)
Value$953.4K (+$30.3K)
Filed 2026-10-21
Arsenal Capital Advisors LLC
INCREASED
Shares8,638 from 7,114
Change+1,524 (+21%)
Value$939.0K (+$182.7K)
Filed 2026-11-02
Kings Path Partners LLC
UNCHANGED
Shares8,420 from 8,420
Change0 (0%)
Value$915.3K (+$20.1K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares8,364 from 3,641
Change+4,723 (+130%)
Value$909.2K (+$522.1K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
DECREASED
Shares8,245 from 8,732
Change-487 (-6%)
Value$916.4K (-$11.9K)
Filed 2026-10-13
Absolute Capital Management, LLC
INCREASED
Shares8,096 from 4,152
Change+3,944 (+95%)
Value$880.1K (+$438.6K)
Filed 2026-10-16
Seven Post Investment Office LP
UNCHANGED
Shares7,825 from 7,825
Change0 (0%)
Value$850.6K (+$18.7K)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares7,732 from 7,529
Change+203 (+3%)
Value$840.5K (+$40.1K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,521 from 7,509
Change+12 (+0%)
Value$817.5K (+$17.8K)
Filed 2026-10-13
Essex Bank
DECREASED
Shares7,449 from 7,860
Change-411 (-5%)
Value$809.7K (-$25.9K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
DECREASED
Shares7,415 from 11,027
Change-3,612 (-33%)
Value$806.0K (-$366.3K)
Filed 2026-10-29
True Private Wealth Advisors
DECREASED
Shares7,301 from 10,315
Change-3,014 (-29%)
Value$793.7K (-$303.0K)
Filed 2026-10-19
Phillip James Consulting Co.
NEW
Shares7,279
Change+7,279
Value$791.2K
Filed 2026-11-03
Capital Planning LLC
UNCHANGED
Shares6,952 from 6,952
Change0 (0%)
Value$755.7K (+$16.6K)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares6,915 from 8,357
Change-1,442 (-17%)
Value$751.7K (-$136.8K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares6,690 from 6,690
Change0 (0%)
Value$727.2K (+$16.0K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,674 from 6,635
Change+39 (+1%)
Value$725.4K (+$20.0K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
UNCHANGED
Shares6,623 from 6,623
Change0 (0%)
Value$757.6K (+$53.5K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED
Shares6,365 from 6,476
Change-111 (-2%)
Value$691.9K (+$3.4K)
Filed 2026-10-30
Essential Investment Partners LLC
NEW
Shares6,267
Change+6,267
Value$681.2K
Filed 2026-10-27
LifeGuide Financial Advisors, LLC
INCREASED
Shares6,027 from 5,651
Change+376 (+7%)
Value$655.1K (+$54.3K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares5,916 from 5,916
Change0 (0%)
Value$643.1K (+$14.1K)
Filed 2026-10-16
Naples Global Advisors, LLC
INCREASED
Shares5,899 from 5,169
Change+730 (+14%)
Value$641.2K (+$91.7K)
Filed 2026-11-05
Keeler Thomas Management LLC
INCREASED
Shares5,698 from 4,871
Change+827 (+17%)
Value$619.4K (+$101.5K)
Filed 2026-10-29
Navigation Wealth Management, Inc.
DECREASED
Shares5,426 from 6,541
Change-1,115 (-17%)
Value$606.1K (-$89.3K)
Filed 2026-11-03
Junk Investment Group, LLC
INCREASED
Shares5,392 from 4,525
Change+867 (+19%)
Value$586.1K (+$105.1K)
Filed 2026-10-19
Kendall Capital Management
UNCHANGED
Shares5,281 from 5,281
Change0 (0%)
Value$574.0K (+$12.6K)
Filed 2026-10-23
Gemmer Asset Management LLC
UNCHANGED
Shares5,274 from 5,274
Change0 (0%)
Value$573.3K (+$12.6K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares5,218 from 5,145
Change+73 (+1%)
Value$567.2K (+$20.2K)
Filed 2026-10-23
Centerline Wealth Advisors, LLC
INCREASED
Shares5,215 from 4,970
Change+245 (+5%)
Value$566.9K (+$38.5K)
Filed 2026-10-15
Nottingham Advisors, Inc.
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$565.9K (+$2.8K)
Filed 2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares5,197 from 5,215
Change-18 (0%)
Value$565 (-$553.4K)
Filed 2026-10-26
Pinnacle Associates LTD
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$562.1K (+$12.4K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$562.1K (+$12.4K)
Filed 2026-10-23
Apollon Wealth Management, LLC
NEW
Shares5,130
Change+5,130
Value$557.7K
Filed 2026-10-23
Rodgers & Associates, LTD
UNCHANGED
Shares5,117 from 5,117
Change0 (0%)
Value$556.2K (+$12.2K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares5,112 from 5,098
Change+14 (+0%)
Value$555.7K (+$13.8K)
Filed 2026-10-19
Citizens Financial Group Inc
NEW
Shares5,106
Change+5,106
Value$555.0K
Filed 2026-10-23
Eagle Wealth Strategies LLC
DECREASED
Shares5,092 from 5,231
Change-139 (-3%)
Value$553.5K (-$2.6K)
Filed 2026-10-20
Inman Jager Wealth Management, LLC
DECREASED
Shares5,036 from 6,102
Change-1,066 (-17%)
Value$547.4K (-$101.3K)
Filed 2026-11-05
Intrua Financial, LLC
INCREASED
Shares4,835 from 4,089
Change+746 (+18%)
Value$525.6K (+$90.9K)
Filed 2026-10-28
Mraz, Amerine & Associates, Inc.
DECREASED
Shares4,772 from 4,794
Change-22 (0%)
Value$518.7K (+$9.1K)
Filed 2026-10-30
First American Bank
DECREASED
Shares4,703 from 6,063
Change-1,360 (-22%)
Value$511.2K (-$133.3K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares4,591 from 4,607
Change-16 (0%)
Value$520.8K (+$30.9K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares4,569 from 6,255
Change-1,686 (-27%)
Value$522.7K (-$168.5K)
Filed 2026-11-02
Visionary Horizons, LLC
DECREASED
Shares4,413 from 4,659
Change-246 (-5%)
Value$479.7K (-$15.6K)
Filed 2026-10-22
Carrera Capital Advisors
DECREASED
Shares4,299 from 4,876
Change-577 (-12%)
Value$467.3K (-$51.1K)
Filed 2026-11-03
Financial Guidance Group, Inc.
UNCHANGED
Shares4,284 from 4,284
Change0 (0%)
Value$465.7K (+$10.2K)
Filed 2026-10-21
Johnson Financial Group, LLC
UNCHANGED
Shares4,172 from 4,172
Change0 (0%)
Value$453.5K (+$10.0K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares4,099 from 5,308
Change-1,209 (-23%)
Value$446.5K (-$117.6K)
Filed 2026-10-14
RFG Holdings, Inc.
INCREASED
Shares4,033 from 4,019
Change+14 (+0%)
Value$438.4K (+$11.1K)
Filed 2026-10-30
Vestia Personal Wealth Advisors
INCREASED
Shares3,989 from 3,981
Change+8 (+0%)
Value$433.7K (+$10.5K)
Filed 2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares3,969 from 3,954
Change+15 (+0%)
Value$431.4K (+$11.1K)
Filed 2026-10-08
Mullaney, Keating & Wright, Inc.
INCREASED
Shares3,833 from 3,823
Change+10 (+0%)
Value$416.6K (+$10.2K)
Filed 2026-10-19
Avalon Capital Management
UNCHANGED
Shares3,781 from 3,781
Change0 (0%)
Value$411.0K (+$9.0K)
Filed 2026-11-04
Affiance Financial, LLC
UNCHANGED
Shares3,761 from 3,761
Change0 (0%)
Value$408.9K (+$9.0K)
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares3,673 from 3,723
Change-50 (-1%)
Value$399.3K (+$3.5K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares3,668 from 5,192
Change-1,524 (-29%)
Value$398.8K (-$153.2K)
Filed 2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$394.6K (+$8.7K)
Filed 2026-10-07
Csenge Advisory Group
DECREASED
Shares3,605 from 3,892
Change-287 (-7%)
Value$391.9K (-$21.9K)
Filed 2026-11-04
Northbridge Financial Group, LLC
DECREASED
Shares3,580 from 4,221
Change-641 (-15%)
Value$395.2K (-$53.6K)
Filed 2026-11-05
Kelsey Financial, LLC
DECREASED
Shares3,565 from 3,821
Change-256 (-7%)
Value$387.5K (-$18.7K)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares3,378 from 3,378
Change0 (0%)
Value$367 (-$358.6K)
Filed 2026-11-05
Level Financial Advisors
INCREASED
Shares3,369 from 2,162
Change+1,207 (+56%)
Value$366.2K (+$136.3K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,335 from 3,791
Change-456 (-12%)
Value$362.5K (-$40.5K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares3,327 from 3,477
Change-150 (-4%)
Value$361.6K (-$8.0K)
Filed 2026-11-05
Vicus Capital
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$360.3K (+$7.9K)
Filed 2026-11-05
Bingham Private Wealth, LLC
UNCHANGED
Shares3,313 from 3,313
Change0 (0%)
Value$360.1K (+$7.9K)
Filed 2026-11-05
Moran Wealth Management, LLC
DECREASED
Shares3,308 from 56,355
Change-53,047 (-94%)
Value$359.6K (-$5.6M)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares3,198 from 2,735
Change+463 (+17%)
Value$347.6K (+$56.9K)
Filed 2026-10-22
MCF Advisors LLC
DECREASED
Shares3,192 from 3,370
Change-178 (-5%)
Value$347.0K (-$11.3K)
Filed 2026-10-28
Tranquility Partners, LLC
DECREASED
Shares3,122 from 3,138
Change-16 (-1%)
Value$339.4K (+$5.8K)
Filed 2026-10-20
Hardin Capital Partners, LLC
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$337.5K (+$6.9K)
Filed 2026-10-09
Avail Investment Partners, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$333.7K (+$7.3K)
Filed 2026-10-16
Investment Research Partners LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$333.7K (+$7.3K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED
Shares3,031 from 3,316
Change-285 (-9%)
Value$329.5K (-$23.1K)
Filed 2026-10-23
NTV Asset Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$326.1K (+$7.2K)
Filed 2026-10-23
Univest Financial Corp
INCREASED
Shares2,990 from 2,521
Change+469 (+19%)
Value$325.0K (+$57.0K)
Filed 2026-11-05
Wealth Architects, LLC
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$324.9K (+$7.1K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares2,963 from 3,919
Change-956 (-24%)
Value$322.1K (-$94.5K)
Filed 2026-10-09
Balboa Wealth Partners
DECREASED
Shares2,926 from 6,643
Change-3,717 (-56%)
Value$318.1K (-$388.1K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED
Shares2,911 from 2,900
Change+11 (+0%)
Value$316.5K (+$8.1K)
Filed 2026-11-03
Greenspring Advisors, LLC
INCREASED
Shares2,873 from 2,791
Change+82 (+3%)
Value$312.3K (+$15.6K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares2,868 from 2,687
Change+181 (+7%)
Value$311.7K (+$26.1K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares2,859 from 2,920
Change-61 (-2%)
Value$310.8K (+$301)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares2,831 from 3,013
Change-182 (-6%)
Value$307.7K (-$12.6K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
NEW
Shares2,813
Change+2,813
Value$305.8K
Filed 2026-10-08
Sterling Financial Planning, Inc.
INCREASED
Shares2,811 from 2,800
Change+11 (+0%)
Value$305.5K (+$7.9K)
Filed 2026-10-28
Asset Management One Co., Ltd.
INCREASED
Shares2,728 from 1,841
Change+887 (+48%)
Value$296.5K (+$100.8K)
Filed 2026-10-27
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares2,728 from 2,728
Change0 (0%)
Value$296.5K (+$6.5K)
Filed 2026-10-09
Thompson Davis & Co., Inc.
DECREASED
Shares2,703 from 2,713
Change-10 (0%)
Value$293.9K (+$5.4K)
Filed 2026-11-05
W Advisors, LLC
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$291.6K (+$6.4K)
Filed 2026-11-02
FWG Investments, Llc.
INCREASED
Shares2,661 from 2,651
Change+10 (+0%)
Value$289.2K (+$7.4K)
Filed 2026-11-03
CWC Advisors, Llc.
INCREASED
Shares2,639 from 2,570
Change+69 (+3%)
Value$286.9K (+$13.6K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares2,618 from 1,543
Change+1,075 (+70%)
Value$284.6K (+$120.5K)
Filed 2026-10-21
Princeton Global Asset Management LLC
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$280.4K (+$6.2K)
Filed 2026-10-21
Financial Life Advisors
UNCHANGED
Shares2,537 from 2,537
Change0 (0%)
Value$275.8K (+$6.1K)
Filed 2026-10-14
BOS Asset Management, LLC
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$274.6K (+$6.0K)
Filed 2026-10-09
Evermay Wealth Management LLC
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$273.1K (+$6.0K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$266.3K (+$5.9K)
Filed 2026-10-23
Braun Stacey Associates Inc
DECREASED
Shares2,425 from 2,850
Change-425 (-15%)
Value$263.6K (-$39.4K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares2,363 from 2,049
Change+314 (+15%)
Value$256.9K (+$39.0K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$256.6K (+$5.6K)
Filed 2026-11-02
Gordian Advisors LLC
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$256.3K (+$5.6K)
Filed 2026-10-30
KFG LLC
NEW
Shares2,339
Change+2,339
Value$254.2K
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares2,334 from 3,968
Change-1,634 (-41%)
Value$253.7K (-$168.1K)
Filed 2026-10-28
Plancorp, LLC
DECREASED
Shares2,325 from 2,772
Change-447 (-16%)
Value$263.7K (-$37.2K)
Filed 2026-11-03
Lynch Investment Planning, LLC
INCREASED
Shares2,274 from 2,266
Change+8 (+0%)
Value$247.2K (+$6.3K)
Filed 2026-10-27
Goldstein Advisors, LLC
INCREASED
Shares2,271 from 2,253
Change+18 (+1%)
Value$246.9K (+$7.3K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares2,262 from 1,550
Change+712 (+46%)
Value$245.9K (+$81.1K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares2,256 from 2,256
Change0 (0%)
Value$239.8K ($0)
Filed 2026-10-26
Anson Capital, Inc.
DECREASED
Shares2,253 from 2,292
Change-39 (-2%)
Value$244.9K (+$1.2K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$242.2K (+$5.3K)
Filed 2026-10-27
New Covenant Trust Company, N.A.
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$237.4K (+$5.2K)
Filed 2026-10-08
Occidental Asset Management, LLC
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$236.3K (+$5.2K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares2,172 from 1,904
Change+268 (+14%)
Value$236.1K (+$33.7K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
NEW
Shares2,156
Change+2,156
Value$234.4K
Filed 2026-11-04
Base Wealth Management LLC
DECREASED
Shares2,139 from 2,189
Change-50 (-2%)
Value$232.5K (-$204)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$229.7K (+$5.1K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
DECREASED
Shares2,102 from 2,129
Change-27 (-1%)
Value$228.5K (+$2.2K)
Filed 2026-10-29
Interchange Capital Partners, LLC
DECREASED
Shares2,075 from 2,105
Change-30 (-1%)
Value$225.6K (+$5.0K)
Filed 2026-10-28
Jacobs & Co
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$225 (+$5)
Filed 2026-10-09
Foster Group, Inc.
DECREASED
Shares2,010 from 2,080
Change-70 (-3%)
Value$218.5K (-$2.6K)
Filed 2026-10-13
Park Capital Management, LLC / WI
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$217.4K (+$4.8K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares1,997 from 2,865
Change-868 (-30%)
Value$218.7K (-$83.1K)
Filed 2026-11-03
Altrius Capital Management Inc
INCREASED
Shares1,976 from 1,919
Change+57 (+3%)
Value$214.8K (+$10.8K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares1,971 from 345
Change+1,626 (+471%)
Value$214.3K (+$177.6K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares1,957 from 1,951
Change+6 (+0%)
Value$212.7K (+$5.3K)
Filed 2026-10-27
Facet Wealth, Inc.
DECREASED
Shares1,937 from 2,914
Change-977 (-34%)
Value$210.6K (-$99.2K)
Filed 2026-11-04
MSH Capital Advisors LLC
DECREASED
Shares1,935 from 1,941
Change-6 (0%)
Value$210.3K (+$3.9K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,914 from 12,842
Change-10,928 (-85%)
Value$208.3K (-$1.2M)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
NEW
Shares1,902
Change+1,902
Value$206.8K
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
NEW
Shares1,887
Change+1,887
Value$205.1K
Filed 2026-10-13
Sightline Wealth Advisors, LLC
NEW
Shares1,868
Change+1,868
Value$203.1K
Filed 2026-10-21
Gibbs Wealth Management
NEW
Shares1,854
Change+1,854
Value$201.5K
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares1,814
Change+1,814
Value$206
Filed 2026-11-03
Fairway Wealth LLC
INCREASED
Shares1,739 from 1,727
Change+12 (+1%)
Value$189.0K (+$5.4K)
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$185.9K (+$4.1K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$181.6K (+$4.1K)
Filed 2026-10-23
Gen-Wealth Partners Inc
DECREASED
Shares1,630 from 2,570
Change-940 (-37%)
Value$177.2K (-$96.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares1,437 from 2,204
Change-767 (-35%)
Value$156.2K (-$78.1K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares1,251 from 932
Change+319 (+34%)
Value$136.0K (+$36.9K)
Filed 2026-10-15
Hager Investment Management Services, LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$133.3K (+$2.9K)
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$132.4K (+$2.9K)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares1,177 from 1,176
Change+1 (+0%)
Value$127.9K (+$2.9K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares1,098 from 1,449
Change-351 (-24%)
Value$119.4K (-$34.7K)
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares1,013
Change+1,013
Value$110.1K
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$107.6K (+$2.4K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$93.3K (+$2.1K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares777
Change+777
Value$84.5K
Filed 2026-11-05
Maseco LLP
INCREASED
Shares763 from 760
Change+3 (+0%)
Value$83.0K (+$2.2K)
Filed 2026-10-27
Proathlete Wealth Management LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$75.4K (+$1.7K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$73.0K (+$1.6K)
Filed 2026-10-27
Newton One Investments LLC
DECREASED
Shares670 from 740
Change-70 (-9%)
Value$72.8K (-$5.8K)
Filed 2026-10-14
Bell Investment Advisors, Inc
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$69.2K (+$1.5K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$68 (-$65.9K)
Filed 2026-11-04
Steph & Co
DECREASED
Shares588 from 632
Change-44 (-7%)
Value$63.9K (-$3.3K)
Filed 2026-10-07
City State Bank
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$63.7K (+$1.4K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares513
Change+513
Value$55.8K
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares506
Change+506
Value$55.0K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares458
Change+458
Value$49.8K
Filed 2026-10-21
Nfsg Corp
DECREASED
Shares455 from 517
Change-62 (-12%)
Value$49.5K (-$5.5K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$49.1K (+$1.1K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares441 from 598
Change-157 (-26%)
Value$47.9K (-$15.6K)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$47.0K (+$1.0K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$45.7K (+$1.0K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares377 from 264
Change+113 (+43%)
Value$41.0K (+$12.9K)
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$39.8K (+$875)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$38.0K (+$836)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares293 from 4,079
Change-3,786 (-93%)
Value$31.8K (-$401.8K)
Filed 2026-10-14
Insight Inv LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$31.2K (+$686)
Filed 2026-10-27
Yankcom Partnership
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$29.2K (+$643)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares242 from 190
Change+52 (+27%)
Value$26.3K (+$6.1K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares240 from 246
Change-6 (-2%)
Value$26.1K (-$64)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$26.0K (+$571)
Filed 2026-10-13
Piscataqua Savings Bank
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$23.5K (+$517)
Filed 2026-10-21
Capital Investment Counsel, Inc
NEW
Shares203
Change+203
Value$22.1K
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares196 from 38
Change+158 (+416%)
Value$21.3K (+$17.3K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$21.0K (+$367)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$20.4K (+$450)
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$18.5K (+$406)
Filed 2026-10-02
Center for Financial Planning, Inc.
NEW
Shares166
Change+166
Value$18.0K
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares164 from 131
Change+33 (+25%)
Value$17.8K (+$3.9K)
Filed 2026-10-14
Signature Equity Partners, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$17.7K (+$456)
Filed 2026-10-29
Bayban
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$17.0K ($0)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$17.3K (+$380)
Filed 2026-10-28
Lanark Financial, Inc.
NEW
Shares154
Change+154
Value$16.7K
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares152 from 284
Change-132 (-46%)
Value$16.5K (-$13.7K)
Filed 2026-10-14
GGM Financial LLC
INCREASED
Shares151 from 150
Change+1 (+1%)
Value$16.4K (+$422)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$16.4K (+$361)
Filed 2026-10-20
Northstar Asset Management Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$17.0K (+$661)
Filed 2026-10-22
Olistico Wealth, LLC
DECREASED
Shares144 from 211
Change-67 (-32%)
Value$15.7K (-$6.8K)
Filed 2026-10-05
Nova Financial LLC
NEW
Shares137
Change+137
Value$14.8K
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$12.9K (+$284)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$11.6K (+$256)
Filed 2026-10-05
Silver Grove Financial Group, Inc.
INCREASED
Shares96 from 10
Change+86 (+860%)
Value$10.4K (+$9.4K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$10.2K (+$225)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$9.3K (+$205)
Filed 2026-10-22
Toth Financial Advisory Corp
NEW
Shares85
Change+85
Value$9.2K
Filed 2026-10-08
Washington Trust Advisors, Inc.
NEW
Shares70
Change+70
Value$7.6K
Filed 2026-10-22
Spire Wealth Management
NEW
Shares50
Change+50
Value$5.4K
Filed 2026-10-30
Abound Wealth Management
NEW
Shares48
Change+48
Value$5.2K
Filed 2026-10-26
RHL Group, LLC
NEW
Shares44
Change+44
Value$4.8K
Filed 2026-11-04
Duncker Streett & Co Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.6K (+$100)
Filed 2026-10-27
Central Pacific Bank - Trust Division
NEW
Shares32
Change+32
Value$3.5K
Filed 2026-10-06
Fairscale Capital, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.7K (+$171)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares14 from 41
Change-27 (-66%)
Value$1.5K (-$2.8K)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
NEW
Shares5
Change+5
Value$544
Filed 2026-10-23
Rakuten Securities, Inc.
NEW
Shares3
Change+3
Value$326
Filed 2026-11-02
Trust Co
NEW
Shares2
Change+2
Value$264
Filed 2026-10-09
Strategic Blueprint, LLC
CLOSED
Shares0 from 6,277
Change-6,277 (-100%)
Value$0 (-$667.3K)
Filed 2026-10-22
Steel Grove Capital Advisors, LLC
CLOSED
Shares0 from 5,970
Change-5,970 (-100%)
Value$0 (-$634.7K)
Filed 2026-10-13
Flaharty Asset Management, LLC
CLOSED
Shares0 from 4,499
Change-4,499 (-100%)
Value$0 (-$486.9K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 4,334
Change-4,334 (-100%)
Value$0 (-$469.3K)
Filed 2026-10-19
Blake Schutter Theil Wealth Advisors, LLC
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$433.8K)
Filed 2026-11-02
Unique Wealth, LLC
CLOSED
Shares0 from 2,999
Change-2,999 (-100%)
Value$0 (-$318.8K)
Filed 2026-10-16
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,887
Change-2,887 (-100%)
Value$0 (-$306.9K)
Filed 2026-10-23
Prudent Man Advisors, LLC
CLOSED
Shares0 from 2,830
Change-2,830 (-100%)
Value$0 (-$300.9K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 2,323
Change-2,323 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-20
Newport Capital Group, LLC
CLOSED
Shares0 from 2,282
Change-2,282 (-100%)
Value$0 (-$242.6K)
Filed 2026-10-16
Convergence Financial, LLC
CLOSED
Shares0 from 2,240
Change-2,240 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-27
Wernau Asset Management Inc.
CLOSED
Shares0 from 1,885
Change-1,885 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1,037
Change-1,037 (-100%)
Value$0 (-$110.2K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$102.7K)
Filed 2026-11-02
Alpine Bank Wealth Management
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$3)
Filed 2026-11-04
Creative Capital Management Investments LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-09
UBS Group AG
N/A
Shares— from 33,203,874
Change-33,203,874 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 27,064,856
Change-27,064,856 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,651,197
Change-23,651,197 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,977,896
Change-5,977,896 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,723,225
Change-5,723,225 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,685,502
Change-5,685,502 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,039,300
Change-3,039,300 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,764,707
Change-2,764,707 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,396,918
Change-2,396,918 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,822,306
Change-1,822,306 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,783,310
Change-1,783,310 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,767,396
Change-1,767,396 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,694,201
Change-1,694,201 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,244,115
Change-1,244,115 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,235,609
Change-1,235,609 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,067,984
Change-1,067,984 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,034,624
Change-1,034,624 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 946,765
Change-946,765 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 703,924
Change-703,924 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 698,711
Change-698,711 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 692,800
Change-692,800 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 656,471
Change-656,471 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 561,004
Change-561,004 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 556,587
Change-556,587 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 523,049
Change-523,049 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 512,517
Change-512,517 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 509,576
Change-509,576 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 409,360
Change-409,360 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 396,710
Change-396,710 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 380,971
Change-380,971 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 370,066
Change-370,066 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 361,452
Change-361,452 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 359,604
Change-359,604 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 339,628
Change-339,628 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 328,544
Change-328,544 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 318,543
Change-318,543 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 310,096
Change-310,096 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 309,246
Change-309,246 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 308,428
Change-308,428 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 283,702
Change-283,702 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 280,477
Change-280,477 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 268,207
Change-268,207 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 266,666
Change-266,666 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 252,918
Change-252,918 (-100%)
Value—
Commerce Bank
N/A
Shares— from 252,250
Change-252,250 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 248,042
Change-248,042 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 208,518
Change-208,518 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 190,433
Change-190,433 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 183,726
Change-183,726 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 181,373
Change-181,373 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 169,904
Change-169,904 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 163,317
Change-163,317 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 160,083
Change-160,083 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 155,491
Change-155,491 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 147,214
Change-147,214 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 146,865
Change-146,865 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 145,460
Change-145,460 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 143,529
Change-143,529 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 142,453
Change-142,453 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 140,863
Change-140,863 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 137,590
Change-137,590 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 133,036
Change-133,036 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 125,115
Change-125,115 (-100%)
Value—
&partners
N/A
Shares— from 120,258
Change-120,258 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 111,534
Change-111,534 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 104,939
Change-104,939 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 101,819
Change-101,819 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100,098
Change-100,098 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 91,302
Change-91,302 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 84,515
Change-84,515 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 83,664
Change-83,664 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 83,112
Change-83,112 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 79,757
Change-79,757 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 79,117
Change-79,117 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 77,810
Change-77,810 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 73,681
Change-73,681 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 72,110
Change-72,110 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 70,594
Change-70,594 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 66,948
Change-66,948 (-100%)
Value—
FMR LLC
N/A
Shares— from 66,625
Change-66,625 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 62,907
Change-62,907 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 62,456
Change-62,456 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 60,846
Change-60,846 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 60,448
Change-60,448 (-100%)
Value—
Blair William & Co
N/A
Shares— from 58,324
Change-58,324 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,206
Change-57,206 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 54,086
Change-54,086 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 53,192
Change-53,192 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 52,018
Change-52,018 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 50,361
Change-50,361 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 49,124
Change-49,124 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 47,987
Change-47,987 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 47,256
Change-47,256 (-100%)
Value—
Optas, LLC
N/A
Shares— from 46,604
Change-46,604 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 45,656
Change-45,656 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 45,389
Change-45,389 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 44,595
Change-44,595 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 44,327
Change-44,327 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 43,874
Change-43,874 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 43,559
Change-43,559 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 42,724
Change-42,724 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,555
Change-40,555 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 40,166
Change-40,166 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 39,578
Change-39,578 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 37,527
Change-37,527 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 36,940
Change-36,940 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 36,407
Change-36,407 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 35,717
Change-35,717 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 35,565
Change-35,565 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 35,420
Change-35,420 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 34,826
Change-34,826 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 34,800
Change-34,800 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 33,800
Change-33,800 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 32,624
Change-32,624 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,298
Change-32,298 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,519
Change-31,519 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 30,744
Change-30,744 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,889
Change-28,889 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 28,418
Change-28,418 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,407
Change-28,407 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 28,101
Change-28,101 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,822
Change-24,822 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 23,766
Change-23,766 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 23,534
Change-23,534 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 22,784
Change-22,784 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 21,858
Change-21,858 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 21,451
Change-21,451 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 20,075
Change-20,075 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,832
Change-19,832 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 19,416
Change-19,416 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 18,574
Change-18,574 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,944
Change-17,944 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,903
Change-17,903 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 17,590
Change-17,590 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 17,535
Change-17,535 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 17,452
Change-17,452 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,920
Change-16,920 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 15,957
Change-15,957 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 15,576
Change-15,576 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,366
Change-14,366 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,125
Change-14,125 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,666
Change-13,666 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,197
Change-13,197 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,973
Change-11,973 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 11,672
Change-11,672 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 10,988
Change-10,988 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,651
Change-8,651 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Calydon Capital
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,287
Change-7,287 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,201
Change-7,201 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 6,953
Change-6,953 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
EQ LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 946
Change-946 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 799
Change-799 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 792
Change-792 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 565
Change-565 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 487
Change-487 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 126
Change-126 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3
Change-3 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3
Change-3 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED2,463,4482,768,104-304,656-11%$294.3M$267.8M-$26.5M2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED2,360,6392,362,467-1,8280%$251.2M$256.6M+$5.4M2026-10-21
Truist Financial Corp
INCREASED1,610,7971,534,903+75,894+5%$163.2M$175.1M+$11.9M2026-10-30
Commonwealth Equity Services, LLC
INCREASED1,581,2831,580,126+1,157+0%$168.0M$171.9M+$3.9M2026-11-02
Citigroup Inc
INCREASED1,153,3271,099,549+53,778+5%$116.9M$125.4M+$8.5M2026-11-04
Aaron Wealth Advisors LLC
DECREASED927,117976,287-49,170-5%$103.8M$100.8M-$3.0M2026-10-13
Global Strategic Investment Solutions, LLC
DECREASED854,396865,244-10,848-1%$92.0M$92.9M+$888.7K2026-10-16
WestHill Financial Advisors, Inc.
DECREASED719,036749,559-30,523-4%$79.7M$78.2M-$1.5M2026-10-14
Bernardo Wealth Planning LLC
INCREASED643,322341,766+301,556+88%$36.3M$69.9M+$33.6M2026-10-23
Hapanowicz & Associates Financial Services, Inc
INCREASED614,958614,885+73+0%$65.4M$66.8M+$1.5M2026-10-29
Exchange Traded Concepts, LLC
INCREASED562,192521,732+40,460+8%$55.5M$61.1M+$5.6M2026-10-28
Parkside Financial Bank & Trust
INCREASED416,645416,228+417+0%$44.2M$45.3M+$1.0M2026-10-27
Wealth Dimensions Group, Ltd.
INCREASED345,026331,956+13,070+4%$35.3M$37.5M+$2.2M2026-11-02
Thrivent Financial for Lutherans
INCREASED332,588276,596+55,992+20%$29.4M$36.2K-$29.4M2026-11-05
Fifth Third Bancorp
DECREASED304,183352,163-47,980-14%$37.4M$33.1M-$4.4M2026-11-05
Lido Advisors, LLC
INCREASED284,869277,628+7,241+3%$29.5M$31.0M+$1.5M2026-11-04
Verdence Capital Advisors LLC
INCREASED272,013266,193+5,820+2%$28.3M$29.6M+$1.3M2026-10-26
FSM Wealth Advisors, LLC
INCREASED238,812237,335+1,477+1%$25.2M$26.4M+$1.2M2026-10-27
Financial Synergies Wealth Advisors, Inc.
DECREASED215,323217,227-1,904-1%$23.1M$23.4M+$312.1K2026-10-16
Waldron Private Wealth LLC
DECREASED208,538209,590-1,0520%$22.3M$22.7M+$386.5K2026-11-02
Balentine LLC
DECREASED169,670180,082-10,412-6%$19.1M$18.4M-$701.4K2026-11-03
Advisor OS, LLC
INCREASED152,275138,027+14,248+10%$14.7M$16.6M+$1.9M2026-11-03
Fifth Third Securities, Inc.
INCREASED143,318126,048+17,270+14%$13.4M$15.6M+$2.2M2026-10-21
71 West Capital Partners
DECREASED125,639130,521-4,882-4%$13.9M$13.7M-$218.8K2026-11-04
Perigon Wealth Management, LLC
INCREASED125,306125,097+209+0%$13.3M$13.6M+$321.7K2026-10-22
Highline Wealth Partners LLC
INCREASED124,378115,623+8,755+8%$12.3M$13.5M+$1.2M2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED117,922118,043-1210%$12.8M$13.0M+$246.3K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED108,7663,587+105,179+2932%$381.3K$11.8M+$11.4M2026-11-04
Kestra Advisory Services, LLC
DECREASED104,552120,493-15,941-13%$12.8M$11.4M-$1.4M2026-11-02
TD Private Client Wealth LLC
INCREASED100,68399,940+743+1%$10.6M$10.9M+$319.6K2026-10-28
First Merchants Corp
UNCHANGED97,10097,10000%$10.3M$10.6M+$232.1K2026-10-15
Fund Evaluation Group, LLC
UNCHANGED96,00096,00000%$10.2M$10.4M+$229.4K2026-11-05
New York Life Investment Management LLC
DECREASED84,482105,850-21,368-20%$11.3M$9.2M-$2.1M2026-11-04
Symphony Financial, Ltd. Co.
INCREASED82,67074,495+8,175+11%$7.9M$9.0M+$1.1M2026-10-22
AMG National Trust Bank
INCREASED82,08966,696+15,393+23%$7.1M$8.9M+$1.8M2026-11-05
Bokf, NA
INCREASED80,09979,466+633+1%$8.4M$8.7M+$258.7K2026-10-27
Aspiriant, LLC
INCREASED73,48572,474+1,011+1%$7.7M$8.0M+$283.1K2026-10-16
Kanawha Capital Management LLC
INCREASED69,91367,659+2,254+3%$7.2M$7.6M+$406.7K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED68,44071,603-3,163-4%$7.6M$7.4K-$7.6M2026-11-02
Curtis Advisory Group, LLC
INCREASED66,98865,985+1,003+2%$7.0M$7.3M+$266.7K2026-10-28
Mission Wealth Management, LP
DECREASED65,67185,387-19,716-23%$9.1M$7.1M-$1.9M2026-10-15
Aprio Wealth Management, LLC
INCREASED65,41124,457+40,954+167%$2.6M$7.1M+$4.5M2026-10-28
Focused Wealth Management, Inc
DECREASED57,90158,227-326-1%$6.2M$6.3M+$103.7K2026-10-30
Venture Visionary Partners LLC
DECREASED57,08460,461-3,377-6%$6.4M$6.2M-$222.6K2026-10-07
Hegarty Advisors, LLC
INCREASED55,92350,959+4,964+10%$5.4M$6.1M+$661.4K2026-10-20
Verus Wealth Management, LLC
INCREASED52,54344,936+7,607+17%$4.8M$5.7M+$934.3K2026-10-13
Principal Financial Group Inc
UNCHANGED51,87151,87100%$5.5M$5.6M+$124.0K2026-11-02
XML Financial, LLC
INCREASED50,90247,665+3,237+7%$5.1M$5.5M+$465.8K2026-10-29
Corundum Group, Inc.
INCREASED49,79947,826+1,973+4%$5.1M$5.4M+$328.8K2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED49,50848,423+1,085+2%$5.1M$5.4M+$233.7K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED47,23946,434+805+2%$4.9M$5.1M+$198.5K2026-10-16
Leuthold Group, LLC
DECREASED44,51145,234-723-2%$4.8M$4.8M+$29.5K2026-11-04
Tennessee Valley Asset Management Partners
INCREASED42,92341,433+1,490+4%$4.4M$4.7M+$261.0K2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED41,37542,363-988-2%$4.5M$4.5M-$6.1K2026-10-22
Sound Financial Strategies Group, LLC
NEW40,153—+40,153——$4.4M—2026-10-30
Sapient Capital LLC
INCREASED39,14625,504+13,642+53%$2.7M$4.3M+$1.5M2026-10-08
Diversified Enterprises, LLC
DECREASED35,41035,689-279-1%$3.8M$3.8M+$54.9K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED34,24941,904-7,655-18%$4.5M$3.7M-$731.9K2026-11-05
Valpey Financial Services, LLC
DECREASED34,14135,223-1,082-3%$3.7M$3.7M-$33.4K2026-10-30
Indivisible Partners
INCREASED33,50729,784+3,723+13%$3.2M$3.6M+$475.8K2026-10-26
Modera Wealth Management, LLC
DECREASED33,34135,535-2,194-6%$3.8M$3.6M-$153.6K2026-10-28
RFG Advisory, LLC
DECREASED33,05444,814-11,760-26%$4.8M$3.6M-$1.2M2026-11-03
Fulton Bank, N.A.
DECREASED31,71134,846-3,135-9%$3.7M$3.4M-$257.5K2026-10-14
HB Wealth Management, LLC
INCREASED31,67431,094+580+2%$3.3M$3.4M+$137.3K2026-10-23
Sage Mountain Advisors LLC
DECREASED30,66938,239-7,570-20%$4.1M$3.3M-$731.5K2026-11-02
LBJ Family Wealth Advisors, Ltd.
INCREASED30,29229,639+653+2%$3.2K$3.3K+$1362026-10-01
Farther Finance Advisors, LLC
DECREASED29,15335,141-5,988-17%$3.7M$3.2M-$566.9K2026-10-08
Investment Partners, Ltd.
INCREASED28,70311,872+16,831+142%$1.3M$3.1M+$1.9M2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED28,30427,937+367+1%$3.0M$3.1M+$106.7K2026-11-05
Private Trust Co NA
INCREASED27,68726,468+1,219+5%$2.8M$3.0M+$195.8K2026-10-20
Aurelius Family Office LLC
DECREASED24,99825,088-900%$2.7M$2.7M+$50.2K2026-10-23
Winthrop Advisory Group LLC
INCREASED24,92724,465+462+2%$2.6M$2.7M+$108.8K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED24,65024,605+45+0%$2.6M$2.7M+$63.7K2026-10-21
Ulrich Consultants & Investment Group, LLC
NEW24,321—+24,321——$2.6M—2026-10-13
Embree Financial Group
UNCHANGED24,27424,27400%$2.6M$2.6M+$58.0K2026-10-22
SwitchPoint Financial Planning, LLC
NEW23,959—+23,959——$2.6M—2026-11-02
Wedmont Private Capital
INCREASED23,71223,465+247+1%$2.5M$2.6M+$78.9K2026-10-09
Fortitude Family Office, LLC
UNCHANGED23,10023,10000%$2.5M$2.5M+$55.2K2026-10-14
Park Avenue Securities LLC
INCREASED22,14520,007+2,138+11%$2.1M$2.4K-$2.1M2026-10-26
Lpwm LLC
INCREASED21,83220,916+916+4%$2.2M$2.4M+$149.5K2026-10-20
Lee, Kelleher & Klein Wealth Management
DECREASED21,70622,606-900-4%$2.4M$2.4M-$43.8K2026-10-08
Ridgewood Investments LLC
DECREASED20,57220,758-186-1%$2.2M$2.2M+$29.4K2026-10-05
Accurate Wealth Management, LLC
INCREASED20,46417,667+2,797+16%$1.9M$2.3M+$371.6K2026-10-20
Cairn Investment Group, Inc.
DECREASED20,34521,752-1,407-6%$2.3M$2.2K-$2.3M2026-11-04
Moneco Advisors, LLC
INCREASED20,1886,226+13,962+224%$661.9K$2.2M+$1.5M2026-11-05
HUB Investment Partners, LLC
INCREASED20,07415,173+4,901+32%$1.6M$2.2M+$569.0K2026-11-03
Fort Washington Investment Advisors Inc
INCREASED19,90018,114+1,786+10%$1.9M$2.2M+$237.4K2026-10-15
Fairman Group, LLC
INCREASED19,4271,876+17,551+936%$199.4K$2.1M+$1.9M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED18,85920,153-1,294-6%$2.1M$2.0M-$92.5K2026-10-30
Willow Creek Wealth Management Inc.
DECREASED17,83617,925-890%$1.9M$1.9M+$33.2K2026-10-26
Americana Partners, LLC
DECREASED17,03718,536-1,499-8%$2.0M$1.9M-$118.7K2026-10-28
Goelzer Investment Management, Inc.
DECREASED16,83617,646-810-5%$1.9M$1.8M-$45.9K2026-10-16
Highland Capital Management, LLC
INCREASED16,44415,682+762+5%$1.7M$1.8M+$120.3K2026-10-26
Arbor Investment Advisors, LLC
INCREASED16,37416,372+2+0%$1.7M$1.8M+$39.3K2026-10-26
1900 Wealth Management LLC
INCREASED16,19413,999+2,195+16%$1.5M$1.8M+$272.1K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED16,13817,074-936-5%$1.8M$1.8M-$61.0K2026-10-23
Envision Financial LLC
DECREASED15,80423,231-7,427-32%$2.5M$1.7M-$751.8K2026-10-15
Diversified Portfolios, Inc.
DECREASED15,64315,929-286-2%$1.7M$1.7M+$7.0K2026-11-04
Roffman Miller Associates Inc
INCREASED15,23214,797+435+3%$1.6M$1.7M+$82.6K2026-10-19
D.A. Davidson & Co.
INCREASED14,88113,814+1,067+8%$1.5M$1.6M+$149.0K2026-10-28
Nadler Financial Group, Inc.
DECREASED14,81515,435-620-4%$1.6M$1.6M-$30.5K2026-10-23
Chicago Partners Investment Group LLC
DECREASED14,67914,689-100%$1.6M$1.7M+$71.5K2026-10-27
Macroview Investment Management LLC
DECREASED14,59314,650-570%$1.6M$1.6M+$28.8K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED14,54310,022+4,521+45%$1.1M$1.6M+$515.4K2026-10-22
First Horizon Corp
UNCHANGED14,38914,38900%$1.5M$1.6M+$34.4K2026-10-26
Choreo, LLC
INCREASED14,0327,305+6,727+92%$776.6K$1.5M+$748.8K2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED13,77813,911-133-1%$1.5M$1.5M+$18.8K2026-10-26
Verum Partners LLC
DECREASED13,69313,814-121-1%$1.5M$1.5M+$19.8K2026-10-21
Stableford Capital II LLC
INCREASED13,4926,908+6,584+95%$734.4K$1.5M+$732.2K2026-10-09
Andina Capital Management, LLC
INCREASED12,82411,266+1,558+14%$1.2M$1.4M+$196.3K2026-10-21
Vise Technologies, Inc.
INCREASED12,74710,049+2,698+27%$1.1M$1.4M+$317.3K2026-10-29
Ascentis Independent Advisors
NEW12,683—+12,683——$1.4M—2026-11-03
Davenport & Co LLC
DECREASED12,55016,525-3,975-24%$1.8M$1.4M-$392.5K2026-10-14
Baker Boyer National Bank
UNCHANGED12,37912,37900%$1.3M$1.3M+$29.6K2026-11-05
Asempa Wealth Advisors
UNCHANGED11,97411,97400%$1.3M$1.3M+$30.2K2026-10-07
Wespac Advisors, LLC
DECREASED11,93922,586-10,647-47%$2.4M$1.3M-$1.1M2026-10-26
Davidson Trust Co
INCREASED11,92811,891+37+0%$1.3M$1.3M+$32.5K2026-10-09
Trilogy Capital Inc.
DECREASED11,69212,385-693-6%$1.3M$1.3M-$45.7K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED11,55611,55600%$1.2M$1.3M+$27.6K2026-11-03
Allegiance Financial Group Advisory Services LLC
DECREASED11,24411,503-259-2%$1.2M$1.2M-$6462026-11-02
VestGen Advisors, LLC
DECREASED11,22811,353-125-1%$1.2M$1.2M+$13.5K2026-10-27
Monument Capital Management
DECREASED11,12711,406-279-2%$1.2M$1.2M-$3.1K2026-10-09
Avior Wealth Management, LLC
INCREASED10,86310,758+105+1%$1.1M$1.2M+$37.2K2026-10-13
Foster Dykema Cabot & Partners, LLC
NEW10,620—+10,620——$1.2M—2026-10-30
Bank of New York Mellon Corp
INCREASED10,5987,477+3,121+42%$794.9K$1.2M+$357.2K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED10,59610,59600%$1.1M$1.2M+$25.3K2026-10-22
AdvisorNet Financial, Inc
INCREASED10,47610,445+31+0%$1.1M$1.2M+$57.5K2026-10-15
Keybank National Association
INCREASED10,4599,004+1,455+16%$957.2K$1.1M+$179.7K2026-11-04
Virtue Capital Management, LLC
NEW10,416—+10,416——$1.1M—2026-10-29
McKinley Carter Wealth Services, Inc.
UNCHANGED10,32110,32100%$1.1M$1.1M+$24.7K2026-10-16
Scratch Capital LLC
DECREASED10,30310,391-88-1%$1.1M$1.1M+$15.3K2026-11-02
City Holding Co
UNCHANGED9,9039,90300%$1.1M$1.1M+$23.7K2026-10-19
Schneider Downs Wealth Management Advisors, LP
DECREASED9,86710,500-633-6%$1.1M$1.1M-$43.7K2026-10-27
Chicago Capital, LLC
UNCHANGED9,7099,70900%$1.0M$1.1M+$23.2K2026-10-13
Verus Capital Partners, LLC
DECREASED9,7089,982-274-3%$1.1M$1.1M-$5.9K2026-11-03
Elevatus Welath Management
INCREASED9,5569,527+29+0%$1.0M$1.0M+$25.9K2026-10-19
Braun-Bostich & Associates Inc.
INCREASED9,4968,921+575+6%$948.4K$1.0M+$83.8K2026-10-20
Ascentis Wealth Management, LLC
NEW9,212—+9,212——$1.0M—2026-11-03
KTF Investments, LLC
DECREASED9,10010,100-1,000-10%$1.1M$989.2K-$84.6K2026-10-23
Wedbush Securities Inc
INCREASED9,0955,661+3,434+61%$602.0K$989-$601.0K2026-10-22
Oppenheimer & Co Inc
DECREASED9,0559,263-208-2%$984.8K$984.3K-$4712026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED8,9048,90400%$946.6K$967.9K+$21.3K2026-10-16
Axxcess Wealth Management, LLC
INCREASED8,7718,683+88+1%$923.1K$953.4K+$30.3K2026-10-21
Arsenal Capital Advisors LLC
INCREASED8,6387,114+1,524+21%$756.3K$939.0K+$182.7K2026-11-02
Kings Path Partners LLC
UNCHANGED8,4208,42000%$895.1K$915.3K+$20.1K2026-10-21
Atria Investments, Inc
INCREASED8,3643,641+4,723+130%$387.1K$909.2K+$522.1K2026-10-15
Fragasso Financial Advisors Inc
DECREASED8,2458,732-487-6%$928.3K$916.4K-$11.9K2026-10-13
Absolute Capital Management, LLC
INCREASED8,0964,152+3,944+95%$441.5K$880.1K+$438.6K2026-10-16
Seven Post Investment Office LP
UNCHANGED7,8257,82500%$831.9K$850.6K+$18.7K2026-10-26
Sigma Planning Corp
INCREASED7,7327,529+203+3%$800.4K$840.5K+$40.1K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED7,5217,509+12+0%$799.7K$817.5K+$17.8K2026-10-13
Essex Bank
DECREASED7,4497,860-411-5%$835.6K$809.7K-$25.9K2026-10-16
Summit Wealth Group LLC / Co
DECREASED7,41511,027-3,612-33%$1.2M$806.0K-$366.3K2026-10-29
True Private Wealth Advisors
DECREASED7,30110,315-3,014-29%$1.1M$793.7K-$303.0K2026-10-19
Phillip James Consulting Co.
NEW7,279—+7,279——$791.2K—2026-11-03
Capital Planning LLC
UNCHANGED6,9526,95200%$739.1K$755.7K+$16.6K2026-10-09
US Bancorp \de\
DECREASED6,9158,357-1,442-17%$888.4K$751.7K-$136.8K2026-11-05
Parallel Advisors, LLC
UNCHANGED6,6906,69000%$711.2K$727.2K+$16.0K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED6,6746,635+39+1%$705.4K$725.4K+$20.0K2026-10-16
Canvas Wealth Advisors, LLC
UNCHANGED6,6236,62300%$704.1K$757.6K+$53.5K2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED6,3656,476-111-2%$688.5K$691.9K+$3.4K2026-10-30
Essential Investment Partners LLC
NEW6,267—+6,267——$681.2K—2026-10-27
LifeGuide Financial Advisors, LLC
INCREASED6,0275,651+376+7%$600.8K$655.1K+$54.3K2026-10-20
Robertson Stephens Wealth Management, LLC
UNCHANGED5,9165,91600%$628.9K$643.1K+$14.1K2026-10-16
Naples Global Advisors, LLC
INCREASED5,8995,169+730+14%$549.5K$641.2K+$91.7K2026-11-05
Keeler Thomas Management LLC
INCREASED5,6984,871+827+17%$517.8K$619.4K+$101.5K2026-10-29
Navigation Wealth Management, Inc.
DECREASED5,4266,541-1,115-17%$695.4K$606.1K-$89.3K2026-11-03
Junk Investment Group, LLC
INCREASED5,3924,525+867+19%$481.1K$586.1K+$105.1K2026-10-19
Kendall Capital Management
UNCHANGED5,2815,28100%$561.4K$574.0K+$12.6K2026-10-23
Gemmer Asset Management LLC
UNCHANGED5,2745,27400%$560.7K$573.3K+$12.6K2026-10-16
Sowell Financial Services LLC
INCREASED5,2185,145+73+1%$547.0K$567.2K+$20.2K2026-10-23
Centerline Wealth Advisors, LLC
INCREASED5,2154,970+245+5%$528.4K$566.9K+$38.5K2026-10-15
Nottingham Advisors, Inc.
UNCHANGED5,2005,20000%$563.1K$565.9K+$2.8K2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
DECREASED5,1975,215-180%$554.0K$565-$553.4K2026-10-26
Pinnacle Associates LTD
UNCHANGED5,1715,17100%$549.7K$562.1K+$12.4K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED5,1715,17100%$549.7K$562.1K+$12.4K2026-10-23
Apollon Wealth Management, LLC
NEW5,130—+5,130——$557.7K—2026-10-23
Rodgers & Associates, LTD
UNCHANGED5,1175,11700%$544.0K$556.2K+$12.2K2026-10-20
MW Advisory, LLC
INCREASED5,1125,098+14+0%$542.0K$555.7K+$13.8K2026-10-19
Citizens Financial Group Inc
NEW5,106—+5,106——$555.0K—2026-10-23
Eagle Wealth Strategies LLC
DECREASED5,0925,231-139-3%$556.1K$553.5K-$2.6K2026-10-20
Inman Jager Wealth Management, LLC
DECREASED5,0366,102-1,066-17%$648.7K$547.4K-$101.3K2026-11-05
Intrua Financial, LLC
INCREASED4,8354,089+746+18%$434.7K$525.6K+$90.9K2026-10-28
Mraz, Amerine & Associates, Inc.
DECREASED4,7724,794-220%$509.7K$518.7K+$9.1K2026-10-30
First American Bank
DECREASED4,7036,063-1,360-22%$644.6K$511.2K-$133.3K2026-10-27
Prospera Financial Services Inc
DECREASED4,5914,607-160%$489.9K$520.8K+$30.9K2026-11-04
Sovran Advisors, LLC
DECREASED4,5696,255-1,686-27%$691.2K$522.7K-$168.5K2026-11-02
Visionary Horizons, LLC
DECREASED4,4134,659-246-5%$495.3K$479.7K-$15.6K2026-10-22
Carrera Capital Advisors
DECREASED4,2994,876-577-12%$518.4K$467.3K-$51.1K2026-11-03
Financial Guidance Group, Inc.
UNCHANGED4,2844,28400%$455.4K$465.7K+$10.2K2026-10-21
Johnson Financial Group, LLC
UNCHANGED4,1724,17200%$443.5K$453.5K+$10.0K2026-11-03
Ignite Planners, LLC
DECREASED4,0995,308-1,209-23%$564.2K$446.5K-$117.6K2026-10-14
RFG Holdings, Inc.
INCREASED4,0334,019+14+0%$427.3K$438.4K+$11.1K2026-10-30
Vestia Personal Wealth Advisors
INCREASED3,9893,981+8+0%$423.2K$433.7K+$10.5K2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
INCREASED3,9693,954+15+0%$420.3K$431.4K+$11.1K2026-10-08
Mullaney, Keating & Wright, Inc.
INCREASED3,8333,823+10+0%$406.5K$416.6K+$10.2K2026-10-19
Avalon Capital Management
UNCHANGED3,7813,78100%$402.0K$411.0K+$9.0K2026-11-04
Affiance Financial, LLC
UNCHANGED3,7613,76100%$399.8K$408.9K+$9.0K2026-10-15
Capital Investment Advisors, LLC
DECREASED3,6733,723-50-1%$395.8K$399.3K+$3.5K2026-10-22
Independent Financial Group, LLC
DECREASED3,6685,192-1,524-29%$552.0K$398.8K-$153.2K2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED3,6303,63000%$385.9K$394.6K+$8.7K2026-10-07
Csenge Advisory Group
DECREASED3,6053,892-287-7%$413.8K$391.9K-$21.9K2026-11-04
Northbridge Financial Group, LLC
DECREASED3,5804,221-641-15%$448.7K$395.2K-$53.6K2026-11-05
Kelsey Financial, LLC
DECREASED3,5653,821-256-7%$406.2K$387.5K-$18.7K2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED3,3783,37800%$359.0K$367-$358.6K2026-11-05
Level Financial Advisors
INCREASED3,3692,162+1,207+56%$229.8K$366.2K+$136.3K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED3,3353,791-456-12%$403.0K$362.5K-$40.5K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED3,3273,477-150-4%$369.7K$361.6K-$8.0K2026-11-05
Vicus Capital
UNCHANGED3,3153,31500%$352.4K$360.3K+$7.9K2026-11-05
Bingham Private Wealth, LLC
UNCHANGED3,3133,31300%$352.2K$360.1K+$7.9K2026-11-05
Moran Wealth Management, LLC
DECREASED3,30856,355-53,047-94%$6.0M$359.6K-$5.6M2026-10-22
Midwest Trust Co
INCREASED3,1982,735+463+17%$290.8K$347.6K+$56.9K2026-10-22
MCF Advisors LLC
DECREASED3,1923,370-178-5%$358.3K$347.0K-$11.3K2026-10-28
Tranquility Partners, LLC
DECREASED3,1223,138-16-1%$333.6K$339.4K+$5.8K2026-10-20
Hardin Capital Partners, LLC
UNCHANGED3,1053,10500%$330.7K$337.5K+$6.9K2026-10-09
Avail Investment Partners, LLC
UNCHANGED3,0703,07000%$326.4K$333.7K+$7.3K2026-10-16
Investment Research Partners LLC
UNCHANGED3,0703,07000%$326.4K$333.7K+$7.3K2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED3,0313,316-285-9%$352.5K$329.5K-$23.1K2026-10-23
NTV Asset Management LLC
UNCHANGED3,0003,00000%$318.9K$326.1K+$7.2K2026-10-23
Univest Financial Corp
INCREASED2,9902,521+469+19%$268.0K$325.0K+$57.0K2026-11-05
Wealth Architects, LLC
UNCHANGED2,9892,98900%$317.8K$324.9K+$7.1K2026-11-03
Balefire, LLC
DECREASED2,9633,919-956-24%$416.6K$322.1K-$94.5K2026-10-09
Balboa Wealth Partners
DECREASED2,9266,643-3,717-56%$706.2K$318.1K-$388.1K2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED2,9112,900+11+0%$308.3K$316.5K+$8.1K2026-11-03
Greenspring Advisors, LLC
INCREASED2,8732,791+82+3%$296.8K$312.3K+$15.6K2026-11-05
Signal Advisors Wealth, LLC
INCREASED2,8682,687+181+7%$285.7K$311.7K+$26.1K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED2,8592,920-61-2%$310.5K$310.8K+$3012026-11-04
Regions Financial Corp
DECREASED2,8313,013-182-6%$320.3K$307.7K-$12.6K2026-11-05
Avidian Wealth Enterprises, LLC
NEW2,813—+2,813——$305.8K—2026-10-08
Sterling Financial Planning, Inc.
INCREASED2,8112,800+11+0%$297.7K$305.5K+$7.9K2026-10-28
Asset Management One Co., Ltd.
INCREASED2,7281,841+887+48%$195.7K$296.5K+$100.8K2026-10-27
Legacy Wealth Asset Management, LLC
UNCHANGED2,7282,72800%$290.0K$296.5K+$6.5K2026-10-09
Thompson Davis & Co., Inc.
DECREASED2,7032,713-100%$288.5K$293.9K+$5.4K2026-11-05
W Advisors, LLC
UNCHANGED2,6832,68300%$285.2K$291.6K+$6.4K2026-11-02
FWG Investments, Llc.
INCREASED2,6612,651+10+0%$281.8K$289.2K+$7.4K2026-11-03
CWC Advisors, Llc.
INCREASED2,6392,570+69+3%$273.2K$286.9K+$13.6K2026-10-15
Assetmark, Inc
INCREASED2,6181,543+1,075+70%$164.0K$284.6K+$120.5K2026-10-21
Princeton Global Asset Management LLC
UNCHANGED2,5802,58000%$274.3K$280.4K+$6.2K2026-10-21
Financial Life Advisors
UNCHANGED2,5372,53700%$269.7K$275.8K+$6.1K2026-10-14
BOS Asset Management, LLC
UNCHANGED2,5262,52600%$268.5K$274.6K+$6.0K2026-10-09
Evermay Wealth Management LLC
UNCHANGED2,5122,51200%$267.1K$273.1K+$6.0K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,4502,45000%$260.5K$266.3K+$5.9K2026-10-23
Braun Stacey Associates Inc
DECREASED2,4252,850-425-15%$303.0K$263.6K-$39.4K2026-10-19
XY Planning Network, Inc.
INCREASED2,3632,049+314+15%$217.8K$256.9K+$39.0K2026-10-14
Key FInancial Inc
UNCHANGED2,3612,36100%$251.0K$256.6K+$5.6K2026-11-02
Gordian Advisors LLC
UNCHANGED2,3582,35800%$250.7K$256.3K+$5.6K2026-10-30
KFG LLC
NEW2,339—+2,339——$254.2K—2026-11-02
MGO One Seven LLC
DECREASED2,3343,968-1,634-41%$421.8K$253.7K-$168.1K2026-10-28
Plancorp, LLC
DECREASED2,3252,772-447-16%$301.0K$263.7K-$37.2K2026-11-03
Lynch Investment Planning, LLC
INCREASED2,2742,266+8+0%$240.9K$247.2K+$6.3K2026-10-27
Goldstein Advisors, LLC
INCREASED2,2712,253+18+1%$239.5K$246.9K+$7.3K2026-10-15
Rossby Financial, LCC
INCREASED2,2621,550+712+46%$164.8K$245.9K+$81.1K2026-11-05
PKS Advisory Services, LLC
UNCHANGED2,2562,25600%$239.8K$239.8K$02026-10-26
Anson Capital, Inc.
DECREASED2,2532,292-39-2%$243.7K$244.9K+$1.2K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,2282,22800%$236.9K$242.2K+$5.3K2026-10-27
New Covenant Trust Company, N.A.
UNCHANGED2,1842,18400%$232.2K$237.4K+$5.2K2026-10-08
Occidental Asset Management, LLC
UNCHANGED2,1742,17400%$231.1K$236.3K+$5.2K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED2,1721,904+268+14%$202.4K$236.1K+$33.7K2026-10-13
Daymark Wealth Partners, LLC
NEW2,156—+2,156——$234.4K—2026-11-04
Base Wealth Management LLC
DECREASED2,1392,189-50-2%$232.7K$232.5K-$2042026-10-21
Legacy Bridge, LLC
UNCHANGED2,1132,11300%$224.6K$229.7K+$5.1K2026-10-28
DecisionMap Wealth Management, LLC
DECREASED2,1022,129-27-1%$226.3K$228.5K+$2.2K2026-10-29
Interchange Capital Partners, LLC
DECREASED2,0752,105-30-1%$220.6K$225.6K+$5.0K2026-10-28
Jacobs & Co
UNCHANGED2,0702,07000%$220$225+$52026-10-09
Foster Group, Inc.
DECREASED2,0102,080-70-3%$221.2K$218.5K-$2.6K2026-10-13
Park Capital Management, LLC / WI
UNCHANGED2,0002,00000%$212.6K$217.4K+$4.8K2026-10-13
StoneX Group Inc.
DECREASED1,9972,865-868-30%$301.7K$218.7K-$83.1K2026-11-03
Altrius Capital Management Inc
INCREASED1,9761,919+57+3%$204.0K$214.8K+$10.8K2026-11-05
Creative Financial Designs Inc
INCREASED1,971345+1,626+471%$36.7K$214.3K+$177.6K2026-11-04
North Star Investment Management Corp.
INCREASED1,9571,951+6+0%$207.4K$212.7K+$5.3K2026-10-27
Facet Wealth, Inc.
DECREASED1,9372,914-977-34%$309.8K$210.6K-$99.2K2026-11-04
MSH Capital Advisors LLC
DECREASED1,9351,941-60%$206.4K$210.3K+$3.9K2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED1,91412,842-10,928-85%$1.4M$208.3K-$1.2M2026-11-04
Fairvoy Private Wealth, LLC
NEW1,902—+1,902——$206.8K—2026-10-19
Signature Estate & Investment Advisors LLC
NEW1,887—+1,887——$205.1K—2026-10-13
Sightline Wealth Advisors, LLC
NEW1,868—+1,868——$203.1K—2026-10-21
Gibbs Wealth Management
NEW1,854—+1,854——$201.5K—2026-10-22
M Holdings Securities, Inc.
NEW1,814—+1,814——$206—2026-11-03
Fairway Wealth LLC
INCREASED1,7391,727+12+1%$183.6K$189.0K+$5.4K2026-10-30
Realta Investment Advisors
UNCHANGED1,7101,71000%$181.8K$185.9K+$4.1K2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED1,6701,67000%$177.5K$181.6K+$4.1K2026-10-23
Gen-Wealth Partners Inc
DECREASED1,6302,570-940-37%$273.2K$177.2K-$96.0K2026-11-04
CoreCap Advisors, LLC
DECREASED1,4372,204-767-35%$234.3K$156.2K-$78.1K2026-10-08
Blue Trust, Inc.
INCREASED1,251932+319+34%$99.1K$136.0K+$36.9K2026-10-15
Hager Investment Management Services, LLC
UNCHANGED1,2261,22600%$130.3K$133.3K+$2.9K2026-11-04
Private Wealth Management Group, LLC
UNCHANGED1,2181,21800%$129.5K$132.4K+$2.9K2026-10-19
Archer Investment Corp
INCREASED1,1771,176+1+0%$125.1K$127.9K+$2.9K2026-11-05
IFP Advisors, Inc
DECREASED1,0981,449-351-24%$154.0K$119.4K-$34.7K2026-10-16
William Mack & Associates, Inc.
NEW1,013—+1,013——$110.1K—2026-10-27
Central Trust Co
UNCHANGED99099000%$105.2K$107.6K+$2.4K2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED85885800%$91.2K$93.3K+$2.1K2026-11-04
Jacobi Capital Management LLC
NEW777—+777——$84.5K—2026-11-05
Maseco LLP
INCREASED763760+3+0%$80.8K$83.0K+$2.2K2026-10-27
Proathlete Wealth Management LLC
UNCHANGED69469400%$73.8K$75.4K+$1.7K2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED67267200%$71.4K$73.0K+$1.6K2026-10-27
Newton One Investments LLC
DECREASED670740-70-9%$78.7K$72.8K-$5.8K2026-10-14
Bell Investment Advisors, Inc
UNCHANGED63763700%$67.7K$69.2K+$1.5K2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED62662600%$66.0K$68-$65.9K2026-11-04
Steph & Co
DECREASED588632-44-7%$67.2K$63.9K-$3.3K2026-10-07
City State Bank
UNCHANGED58658600%$62.3K$63.7K+$1.4K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
NEW513—+513——$55.8K—2026-10-28
Latitude Advisors, LLC
NEW506—+506——$55.0K—2026-10-27
Root Financial Partners, LLC
NEW458—+458——$49.8K—2026-10-21
Nfsg Corp
DECREASED455517-62-12%$55.0K$49.5K-$5.5K2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED45245200%$48.1K$49.1K+$1.1K2026-10-30
Bfsg, LLC
DECREASED441598-157-26%$63.6K$47.9K-$15.6K2026-10-30
Register Financial Advisors LLC
UNCHANGED43243200%$45.9K$47.0K+$1.0K2026-10-23
Moisand Fitzgerald Tamayo, LLC
UNCHANGED42142100%$44.7K$45.7K+$1.0K2026-10-15
MassMutual Private Wealth & Trust, FSB
INCREASED377264+113+43%$28.1K$41.0K+$12.9K2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED36636600%$38.9K$39.8K+$8752026-10-23
Maryland Capital Advisors Inc.
UNCHANGED35035000%$37.2K$38.0K+$8362026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2934,079-3,786-93%$433.6K$31.8K-$401.8K2026-10-14
Insight Inv LLC
UNCHANGED28728700%$30.5K$31.2K+$6862026-10-27
Yankcom Partnership
UNCHANGED26926900%$28.6K$29.2K+$6432026-10-15
SBI Securities Co., Ltd.
INCREASED242190+52+27%$20.2K$26.3K+$6.1K2026-10-22
Cullen T Bankers, Inc.
DECREASED240246-6-2%$26.2K$26.1K-$642026-10-28
Harbor Investment Advisory, LLC
UNCHANGED23923900%$25.4K$26.0K+$5712026-10-13
Piscataqua Savings Bank
UNCHANGED21621600%$23.0K$23.5K+$5172026-10-21
Capital Investment Counsel, Inc
NEW203—+203——$22.1K—2026-10-20
AlphaCore Capital LLC
INCREASED19638+158+416%$4.0K$21.3K+$17.3K2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED19319300%$20.6K$21.0K+$3672026-10-16
Trust Co of Vermont
UNCHANGED18818800%$20.0K$20.4K+$4502026-10-21
Versant Capital Management, Inc
UNCHANGED17017000%$18.1K$18.5K+$4062026-10-02
Center for Financial Planning, Inc.
NEW166—+166——$18.0K—2026-10-26
Lodestone Wealth Management LLC
INCREASED164131+33+25%$13.9K$17.8K+$3.9K2026-10-14
Signature Equity Partners, LLC
UNCHANGED16316300%$17.3K$17.7K+$4562026-10-29
Bayban
UNCHANGED16016000%$17.0K$17.0K$02026-11-05
Cdkv Holdings LLC
UNCHANGED15915900%$16.9K$17.3K+$3802026-10-28
Lanark Financial, Inc.
NEW154—+154——$16.7K—2026-10-26
Mather Group, Llc.
DECREASED152284-132-46%$30.2K$16.5K-$13.7K2026-10-14
GGM Financial LLC
INCREASED151150+1+1%$16.0K$16.4K+$4222026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED15115100%$16.1K$16.4K+$3612026-10-20
Northstar Asset Management Co
UNCHANGED15015000%$16.3K$17.0K+$6612026-10-22
Olistico Wealth, LLC
DECREASED144211-67-32%$22.4K$15.7K-$6.8K2026-10-05
Nova Financial LLC
NEW137—+137——$14.8K—2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED11911900%$12.7K$12.9K+$2842026-10-16
Eastern Bank
UNCHANGED10710700%$11.4K$11.6K+$2562026-10-05
Silver Grove Financial Group, Inc.
INCREASED9610+86+860%$1.1K$10.4K+$9.4K2026-11-05
Triumph Capital Management
UNCHANGED949400%$10.0K$10.2K+$2252026-10-14
Farmers & Merchants Investments Inc
UNCHANGED868600%$9.1K$9.3K+$2052026-10-22
Toth Financial Advisory Corp
NEW85—+85——$9.2K—2026-10-08
Washington Trust Advisors, Inc.
NEW70—+70——$7.6K—2026-10-22
Spire Wealth Management
NEW50—+50——$5.4K—2026-10-30
Abound Wealth Management
NEW48—+48——$5.2K—2026-10-26
RHL Group, LLC
NEW44—+44——$4.8K—2026-11-04
Duncker Streett & Co Inc
UNCHANGED424200%$4.5K$4.6K+$1002026-10-27
Central Pacific Bank - Trust Division
NEW32—+32——$3.5K—2026-10-06
Fairscale Capital, LLC
UNCHANGED242400%$2.6K$2.7K+$1712026-11-04
Compass Financial Management LLC
DECREASED1441-27-66%$4.4K$1.5K-$2.8K2026-10-30
Morton Brown Family Wealth, LLC
NEW5—+5——$544—2026-10-23
Rakuten Securities, Inc.
NEW3—+3——$326—2026-11-02
Trust Co
NEW2—+2——$264—2026-10-09
Strategic Blueprint, LLC
CLOSED06,277-6,277-100%$667.3K$0-$667.3K2026-10-22
Steel Grove Capital Advisors, LLC
CLOSED05,970-5,970-100%$634.7K$0-$634.7K2026-10-13
Flaharty Asset Management, LLC
CLOSED04,499-4,499-100%$486.9K$0-$486.9K2026-11-02
Foguth Wealth Management, Llc.
CLOSED04,334-4,334-100%$469.3K$0-$469.3K2026-10-19
Blake Schutter Theil Wealth Advisors, LLC
CLOSED04,080-4,080-100%$433.8K$0-$433.8K2026-11-02
Unique Wealth, LLC
CLOSED02,999-2,999-100%$318.8K$0-$318.8K2026-10-16
Simplicity Wealth,LLC
CLOSED02,887-2,887-100%$306.9K$0-$306.9K2026-10-23
Prudent Man Advisors, LLC
CLOSED02,830-2,830-100%$300.9K$0-$300.9K2026-11-03
Paragon Private Wealth Management, LLC
CLOSED02,323-2,323-100%$247.0K$0-$247.0K2026-10-20
Newport Capital Group, LLC
CLOSED02,282-2,282-100%$242.6K$0-$242.6K2026-10-16
Convergence Financial, LLC
CLOSED02,240-2,240-100%$238.1K$0-$238.1K2026-10-27
Wernau Asset Management Inc.
CLOSED01,885-1,885-100%$200.4K$0-$200.4K2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED01,037-1,037-100%$110.2K$0-$110.2K2026-10-16
International Assets Investment Management, LLC
CLOSED0960-960-100%$102.7K$0-$102.7K2026-11-02
Alpine Bank Wealth Management
CLOSED0460-460-100%$48.9K$0-$48.9K2026-10-16
LifeSteps Financial, Inc.
CLOSED067-67-100%$7.1K$0-$7.1K2026-10-15
Cornerstone Planning Group LLC
CLOSED060-60-100%$6.5K$0-$6.5K2026-10-16
Beutel, Goodman & Co Ltd.
CLOSED029-29-100%$3$0-$32026-11-04
Creative Capital Management Investments LLC
CLOSED020-20-100%$2.1K$0-$2.1K2026-10-28
Valley Wealth Managers, Inc.
CLOSED019-19-100%$2.0K$0-$2.0K2026-10-09
UBS Group AG
N/A—33,203,874-33,203,874-100%$3.5B———
LPL Financial LLC
N/A—27,064,856-27,064,856-100%$2.9B———
Bank of America Corp
N/A—23,651,197-23,651,197-100%$2.5B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,977,896-5,977,896-100%$635.5M———
UBS Asset Management Americas LLC
N/A—5,723,225-5,723,225-100%$608.4M———
Morgan Stanley
N/A—5,685,502-5,685,502-100%$604.4M———
Phoenix Financial Ltd.
N/A—3,039,300-3,039,300-100%$323.1M———
SageView Advisory Group, LLC
N/A—2,764,707-2,764,707-100%$293.9M———
Envestnet Asset Management Inc
N/A—2,396,918-2,396,918-100%$254.8M———
Wells Fargo & Company
N/A—1,822,306-1,822,306-100%$193.7M———
Janney Montgomery Scott LLC
N/A—1,783,310-1,783,310-100%$189.6M———
Raymond James Financial Inc
N/A—1,767,396-1,767,396-100%$187.9M———
Goldman Sachs Group Inc
N/A—1,694,201-1,694,201-100%$180.1M———
Pathstone Holdings, LLC
N/A—1,244,115-1,244,115-100%$132.3M———
Ameriprise Financial Inc
N/A—1,235,609-1,235,609-100%$131.4M———
JPMorgan Chase & Co
N/A—1,067,984-1,067,984-100%$113.7M———
Osaic Holdings, Inc.
N/A—1,034,624-1,034,624-100%$110.0M———
Equitable Holdings, Inc.
N/A—946,765-946,765-100%$100.7M———
Royal Bank of Canada
N/A—703,924-703,924-100%$74.8M———
PNC Financial Services Group, Inc.
N/A—698,711-698,711-100%$74.3M———
Adventist Health System/ West
N/A—692,800-692,800-100%$73.7M———
Jones Financial Companies Lllp
N/A—656,471-656,471-100%$69.8M———
Tiaa Trust, National Association
N/A—561,004-561,004-100%$59.6M———
Silvercrest Asset Management Group LLC
N/A—556,587-556,587-100%$59.2M———
HighTower Advisors, LLC
N/A—523,049-523,049-100%$55.6M———
Rockefeller Capital Management L.P.
N/A—512,517-512,517-100%$54.5M———
Cambridge Associates LLC
N/A—509,576-509,576-100%$54.2M———
Beacon Pointe Advisors, LLC
N/A—409,360-409,360-100%$43.5M———
Brio Consultants, LLC
N/A—396,710-396,710-100%$42.2M———
MML Investors Services, LLC
N/A—380,971-380,971-100%$40.5M———
Condor Capital Management
N/A—370,066-370,066-100%$39.3M———
Sequoia Financial Advisors, LLC
N/A—361,452-361,452-100%$38.4M———
Global Retirement Partners, LLC
N/A—359,604-359,604-100%$38.2M———
Cetera Investment Advisers
N/A—339,628-339,628-100%$36.1M———
Captrust Financial Advisors
N/A—328,544-328,544-100%$34.9M———
Focus Partners Wealth
N/A—318,543-318,543-100%$33.9M———
M&T Bank Corp
N/A—310,096-310,096-100%$33.0M———
Baird Financial Group, Inc.
N/A—309,246-309,246-100%$32.9M———
Windward Private Wealth Management Inc.
N/A—308,428-308,428-100%$32.8M———
Callan Family Office, LLC
N/A—283,702-283,702-100%$30.2M———
Vestmark Advisory Solutions, Inc.
N/A—280,477-280,477-100%$29.8M———
CIBC Bancorp USA Inc.
N/A—268,207-268,207-100%$28.5M———
Tiaa Wealth Investment Management LLC
N/A—266,666-266,666-100%$28.4M———
Centric Wealth Management
N/A—252,918-252,918-100%$27.0M———
Commerce Bank
N/A—252,250-252,250-100%$26.8M———
Clearstead Advisors, LLC
N/A—248,042-248,042-100%$26.4M———
Zhang Financial LLC
N/A—208,518-208,518-100%$22.2M———
First National Bank of Omaha
N/A—190,433-190,433-100%$20.3M———
Kickstand Ventures, Llc.
N/A—183,726-183,726-100%$19.5M———
Arrowroot Family Office, LLC
N/A—181,373-181,373-100%$19.3M———
Marshall Wace, LLP
N/A—169,904-169,904-100%$18.1M———
Integrated Wealth Concepts LLC
N/A—163,317-163,317-100%$17.4M———
Natixis Advisors, LLC
N/A—160,083-160,083-100%$17.0M———
IFG Advisory, LLC
N/A—155,491-155,491-100%$16.5M———
Tudor Investment Corp ET AL
N/A—147,214-147,214-100%$15.7M———
Alliancebernstein L.P.
N/A—146,865-146,865-100%$13.8M———
Savant Capital, LLC
N/A—145,460-145,460-100%$14.5M———
Mariner, LLC
N/A—143,529-143,529-100%$15.3M———
Spartan Wealth Advisory Services LLC
N/A—142,453-142,453-100%$15.1M———
FourThought Financial Partners, LLC
N/A—140,863-140,863-100%$15.0M———
MJP Associates Inc
N/A—137,590-137,590-100%$14.6M———
Brand Asset Management Group, Inc.
N/A—133,036-133,036-100%$14.1M———
Wellington Management Group LLP
N/A—125,115-125,115-100%$13.3M———
&partners
N/A—120,258-120,258-100%$12.8M———
One Capital Management, LLC
N/A—111,534-111,534-100%$10.5M———
Geneos Wealth Management Inc.
N/A—104,939-104,939-100%$11.2M———
Quantinno Capital Management LP
N/A—101,819-101,819-100%$10.8M———
NewEdge Advisors, LLC
N/A—100,098-100,098-100%$10.6M———
Boulder Wealth Advisors, LLC
N/A—91,302-91,302-100%$9.7M———
Prime Buchholz LLC
N/A—84,515-84,515-100%$9.0M———
Kera Capital Partners, Inc.
N/A—83,664-83,664-100%$8.9M———
Franklin Resources Inc
N/A—83,112-83,112-100%$8.8M———
Summit Financial, LLC
N/A—79,757-79,757-100%$8.5M———
Sentinel Wealth Management, Inc.
N/A—79,117-79,117-100%$8.4M———
Pacific Life Fund Advisors LLC
N/A—77,810-77,810-100%$8.3M———
Mutual Advisors, LLC
N/A—73,681-73,681-100%$7.8M———
Integrated Investment Consultants, LLC
N/A—72,110-72,110-100%$7.1M———
Brown Advisory Inc
N/A—70,594-70,594-100%$7.5M———
Cofg Advisors, LLC
N/A—66,948-66,948-100%$7.1M———
FMR LLC
N/A—66,625-66,625-100%$7.1M———
Golden Road Advisors LLC
N/A—62,907-62,907-100%$6.7M———
Sanctuary Advisors, LLC
N/A—62,456-62,456-100%$6.6M———
Glenmede Trust Co NA
N/A—60,846-60,846-100%$6.5M———
Fidelis Capital Partners, LLC
N/A—60,448-60,448-100%$6.4M———
Blair William & Co
N/A—58,324-58,324-100%$6.2M———
Stifel Financial Corp
N/A—57,206-57,206-100%$6.1M———
Northwestern Mutual Wealth Management Co
N/A—54,086-54,086-100%$5.7M———
Flow Traders U.S. LLC
N/A—53,192-53,192-100%$5.7M———
Swan Capital LLC
N/A—52,018-52,018-100%$5.5M———
Cerity Partners LLC
N/A—50,361-50,361-100%$5.4M———
Zacks Investment Management
N/A—49,124-49,124-100%$5.2M———
Vance Wealth, LLC
N/A—47,987-47,987-100%$5.1M———
Smartleaf Asset Management LLC
N/A—47,256-47,256-100%$5.0M———
Optas, LLC
N/A—46,604-46,604-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—45,656-45,656-100%$4.9M———
Jordan Park Group LLC
N/A—45,389-45,389-100%$4.8M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—44,595-44,595-100%$4.7M———
National Philanthropic Trust
N/A—44,327-44,327-100%$4.7M———
MetLife Investment Management, LLC
N/A—43,874-43,874-100%$4.7M———
Westwood Holdings Group Inc
N/A—43,559-43,559-100%$4.6M———
Private Advisor Group, LLC
N/A—42,724-42,724-100%$4.5M———
MAI Capital Management
N/A—40,555-40,555-100%$4.3M———
HSBC Holdings PLC
N/A—40,166-40,166-100%$4.3M———
Rialto Wealth Management, LLC
N/A—39,578-39,578-100%$4.2M———
Quotient Wealth Partners, LLC
N/A—37,527-37,527-100%$4.0M———
Dana Investment Advisors, Inc.
N/A—36,940-36,940-100%$3.9M———
Westshore Wealth, LLC
N/A—36,407-36,407-100%$3.9M———
O'shaughnessy Asset Management, LLC
N/A—35,717-35,717-100%$3.8M———
Arax Advisory Partners
N/A—35,565-35,565-100%$3.8M———
First Manhattan Co. Llc.
N/A—35,420-35,420-100%$3.8M———
AQR Capital Management LLC
N/A—34,826-34,826-100%$3.7M———
Renaissance Technologies LLC
N/A—34,800-34,800-100%$3.7M———
WFA of San Diego, LLC
N/A—33,800-33,800-100%$3.8M———
Moneta Group Investment Advisors LLC
N/A—32,624-32,624-100%$3.5M———
World Investment Advisors
N/A—32,298-32,298-100%$3.1M———
Mercer Global Advisors Inc
N/A—31,519-31,519-100%$3.4M———
Money Concepts Capital Corp
N/A—30,744-30,744-100%$3.3M———
Bradley Foster & Sargent Inc
N/A—28,889-28,889-100%$3.1M———
GeoWealth Management, LLC
N/A—28,418-28,418-100%$3.0M———
Bank of Montreal
N/A—28,407-28,407-100%$3.0M———
Axis Wealth Partners, LLC
N/A—28,101-28,101-100%$3.0M———
United Capital Financial Advisors, LLC
N/A—24,822-24,822-100%$2.6M———
Brightwater Advisory LLC
N/A—23,766-23,766-100%$2.5M———
Inspire Advisors, LLC
N/A—23,534-23,534-100%$2.5M———
Allworth Financial LP
N/A—22,784-22,784-100%$2.4M———
Aureus Asset Management, LLC
N/A—21,858-21,858-100%$2.3M———
Institute for Wealth Management, Llc.
N/A—21,451-21,451-100%$2.3M———
Bruce G. Allen Investments, LLC
N/A—20,075-20,075-100%$2.1M———
Wealthspire Advisors, LLC
N/A—19,832-19,832-100%$2.1M———
M3 Advisory Group, LLC
N/A—19,416-19,416-100%$2.1M———
D. E. Shaw & Co., Inc.
N/A—18,574-18,574-100%$2.0M———
Cozad Asset Management Inc
N/A—17,944-17,944-100%$1.9M———
Pinnacle Financial Partners, Inc.
N/A—17,903-17,903-100%$1.9M———
Clarion Wealth Managment Partners, LLC
N/A—17,590-17,590-100%$1.9M———
Atlanta Consulting Group Advisors, LLC
N/A—17,535-17,535-100%$1.9M———
Legacy Edge Advisors, LLC
N/A—17,452-17,452-100%$1.9M———
BFC Planning, Inc.
N/A—16,920-16,920-100%$1.8M———
Horizon Investment Services, LLC
N/A—15,957-15,957-100%$1.7M———
Freedom Investment Management, Inc.
N/A—15,576-15,576-100%$1.7M———
Stonebridge Financial Planning Group, LLC
N/A—15,026-15,026-100%$1.6M———
BlackRock, Inc.
N/A—14,506-14,506-100%$1.5M———
Gotham Asset Management, LLC
N/A—14,366-14,366-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—14,125-14,125-100%$1.5M———
NorthRock Partners, LLC
N/A—13,666-13,666-100%$1.5M———
Bleakley Financial Group, LLC
N/A—13,197-13,197-100%$1.4M———
Fiduciary Financial Advisors
N/A—12,358-12,358-100%$1.3M———
IEQ Capital, LLC
N/A—12,168-12,168-100%$1.3M———
Advisory Services Network, LLC
N/A—11,973-11,973-100%$1.3M———
Cbiz Investment Advisory Services, LLC
N/A—11,672-11,672-100%$1.1M———
Ballentine Partners, LLC
N/A—11,516-11,516-100%$1.2M———
Miller Capital Partners, Inc.
N/A—11,217-11,217-100%$1.2M———
Arkadios Wealth Advisors
N/A—11,191-11,191-100%$1.2M———
SCS Capital Management LLC
N/A—10,988-10,988-100%$1.2M———
Curi Capital, LLC
N/A—10,976-10,976-100%$1.2M———
Yarger Wealth Strategies, LLC
N/A—10,787-10,787-100%$1.2M———
Fiduciary Trust Co
N/A—10,128-10,128-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—9,791-9,791-100%$1.0M———
Tower Bridge Advisors
N/A—9,407-9,407-100%$1.0M———
IMA Advisory Services, Inc.
N/A—9,404-9,404-100%$999.7K———
CreativeOne Wealth, LLC
N/A—9,369-9,369-100%$996.0K———
Merit Financial Group, LLC
N/A—8,939-8,939-100%$950.3K———
Composition Wealth, LLC
N/A—8,651-8,651-100%$919.7K———
Clare Market Investments LLC
N/A—8,570-8,570-100%$911.1K———
Calydon Capital
N/A—8,548-8,548-100%$908.7K———
Stratos Wealth Partners, Ltd.
N/A—8,370-8,370-100%$889.8K———
Berkshire Asset Management LLC
N/A—8,043-8,043-100%$855.0K———
Aptus Capital Advisors, LLC
N/A—8,042-8,042-100%$854.9K———
Hirtle & Co., LLC
N/A—7,952-7,952-100%$845.4K———
Diversified Trust Co
N/A—7,898-7,898-100%$839.6K———
Qube Research & Technologies Ltd
N/A—7,608-7,608-100%$808.8K———
NewEdge Wealth, LLC
N/A—7,524-7,524-100%$799.8K———
Cresset Asset Management, LLC
N/A—7,459-7,459-100%$793.0K———
Principal Securities, Inc.
N/A—7,455-7,455-100%$792.5K———
Quent Capital, LLC
N/A—7,450-7,450-100%$792.0K———
HighPoint Advisor Group LLC
N/A—7,287-7,287-100%$774.7K———
Coastal Bridge Advisors, LLC
N/A—7,239-7,239-100%$769.6K———
Transcend Capital Advisors, LLC
N/A—7,201-7,201-100%$765.5K———
Envestnet Portfolio Solutions, Inc.
N/A—7,190-7,190-100%$764.4K———
Headlands Technologies LLC
N/A—6,953-6,953-100%$739.2K———
1832 Asset Management L.P.
N/A—6,919-6,919-100%$735.6K———
Perennial Investment Advisors, LLC
N/A—6,823-6,823-100%$725.3K———
Savvy Advisors, Inc.
N/A—6,677-6,677-100%$709.9K———
Western Wealth Management, LLC
N/A—6,421-6,421-100%$682.7K———
Essex Financial Services, Inc.
N/A—6,407-6,407-100%$681.1K———
Foundations Investment Advisors, LLC
N/A—6,386-6,386-100%$678.9K———
Arvest Bank Trust Division
N/A—6,187-6,187-100%$657.7K———
Resolute Wealth Strategies, LLC
N/A—6,117-6,117-100%$650.3K———
Nicolet Bankshares Inc
N/A—6,062-6,062-100%$657.1K———
Harbour Investments, Inc.
N/A—6,045-6,045-100%$642.6K———
Brown Brothers Harriman & Co
N/A—5,894-5,894-100%$626.6K———
Integrity Wealth Solutions LLC
N/A—5,480-5,480-100%$582.6K———
Clark Capital Management Group, Inc.
N/A—5,158-5,158-100%$548.3K———
TCW Group Inc
N/A—5,075-5,075-100%$539.5K———
Pgim Custom Harvest LLC
N/A—5,063-5,063-100%$538.2K———
Waverly Advisors, LLC
N/A—5,009-5,009-100%$532.5K———
Two Sigma Securities, LLC
N/A—4,973-4,973-100%$528.7K———
Cary Street Partners Financial LLC
N/A—4,960-4,960-100%$527.3K———
Proficio Capital Partners LLC
N/A—4,940-4,940-100%$525.2K———
Granite Bay Wealth Management, LLC
N/A—4,892-4,892-100%$520.0K———
Bridgewater Advisors Inc.
N/A—4,700-4,700-100%$524.0K———
Hobbs Group Advisors, LLC
N/A—4,681-4,681-100%$497.5K———
HRT Financial LP
N/A—4,640-4,640-100%$493.0K———
Dorsey & Whitney Trust Co LLC
N/A—4,594-4,594-100%$488.4K———
Caprock Group, LLC
N/A—4,516-4,516-100%$480.2K———
Johnson Investment Counsel Inc
N/A—4,480-4,480-100%$476.3K———
Rothschild Wealth LLC
N/A—4,470-4,470-100%$475.2K———
Founders Financial Alliance, LLC
N/A—4,313-4,313-100%$458.5K———
Pine Valley Investments Ltd Liability Co
N/A—4,313-4,313-100%$458.5K———
Financial Life Planners
N/A—4,292-4,292-100%$456.3K———
Fiducient Advisors LLC
N/A—4,208-4,208-100%$447.4K———
Tidemark, LLC
N/A—4,073-4,073-100%$433.0K———
Collaborative Wealth Managment Inc.
N/A—3,891-3,891-100%$413.7K———
EP Wealth Advisors, LLC
N/A—3,889-3,889-100%$413.4K———
Coppell Advisory Solutions LLC
N/A—3,837-3,837-100%$264.4K———
Gladstone Institutional Advisory LLC
N/A—3,698-3,698-100%$393.1K———
Northern Trust Corp
N/A—3,651-3,651-100%$388.1K———
Tobias Financial Advisors, Inc.
N/A—3,623-3,623-100%$385.2K———
MidFirst Bank
N/A—3,520-3,520-100%$374.2K———
Kingsview Wealth Management, LLC
N/A—3,511-3,511-100%$373.2K———
M1 Capital Management LLC
N/A—3,482-3,482-100%$370.2K———
CSM Advisors, LLC
N/A—3,460-3,460-100%$368.0K———
Bridges Investment Management Inc
N/A—3,444-3,444-100%$366.1K———
AssuredPartners Investment Advisors, LLC
N/A—3,438-3,438-100%$365.5K———
Vanguard Advisers Inc
N/A—3,221-3,221-100%$342.4K———
Silver OAK Securities, Incorporated
N/A—3,220-3,220-100%$342.3K———
BOK Financial Private Wealth, Inc.
N/A—3,218-3,218-100%$342.1K———
Bessemer Group Inc
N/A—3,099-3,099-100%$329.0K———
Clarendon Private LLC
N/A—3,046-3,046-100%$323.8K———
Compton Financial Group, LLC
N/A—3,018-3,018-100%$320.8K———
AE Wealth Management LLC
N/A—2,990-2,990-100%$317.9K———
Independent Advisor Alliance
N/A—2,962-2,962-100%$314.9K———
Petix & Botte Co
N/A—2,872-2,872-100%$305.3K———
Range Advisory, LLC
N/A—2,810-2,810-100%$298.8K———
Stratos Wealth Advisors, LLC
N/A—2,794-2,794-100%$297.1K———
Noble Wealth Partners LLC
N/A—2,649-2,649-100%$281.6K———
Advyzon Investment Management, LLC
N/A—2,648-2,648-100%$281.5K———
QRG Capital Management, Inc.
N/A—2,640-2,640-100%$280.7K———
Maridea Wealth Management LLC
N/A—2,578-2,578-100%$274.1K———
SEI Investments Co
N/A—2,551-2,551-100%$271.2K———
Ausdal Financial Partners, Inc.
N/A—2,519-2,519-100%$267.8K———
Ellenbecker Investment Group
N/A—2,421-2,421-100%$257.4K———
Xcelsior Advisor Partners LLC
N/A—2,392-2,392-100%$254.3K———
Advocacy Wealth Management, LLC
N/A—2,261-2,261-100%$240.4K———
Trexquant Investment LP
N/A—2,259-2,259-100%$240.2K———
Strategic Financial Services, Inc.
N/A—2,200-2,200-100%$233.9K———
EQ LLC
N/A—2,145-2,145-100%$228.0K———
Huntington National Bank
N/A—2,131-2,131-100%$226.5K———
Stonebridge Financial Group, LLC
N/A—2,088-2,088-100%$221.0K———
Modern Wealth Management, LLC
N/A—2,029-2,029-100%$215.7K———
Checchi Capital Advisers, LLC
N/A—1,994-1,994-100%$212.0K———
Disciplina Capital Management LLC
N/A—1,985-1,985-100%$211.0K———
Avant Capital LLC
N/A—1,935-1,935-100%$205.7K———
Alteri Wealth LLC
N/A—1,933-1,933-100%$205.5K———
Lowe Brockenbrough & Co Inc
N/A—1,800-1,800-100%$191.4K———
Russell Investments Group, Ltd.
N/A—1,683-1,683-100%$178.9K———
Transamerica Financial Advisors, LLC
N/A—1,507-1,507-100%$160.2K———
Rice Partnership, LLC
N/A—1,486-1,486-100%$158.0K———
Zions Bancorporation, National Association
N/A—1,436-1,436-100%$152.7K———
Centaurus Financial, Inc.
N/A—1,385-1,385-100%$147.0K———
Wellington Grp LLC
N/A—1,209-1,209-100%$113.3K———
Greykasell Wealth Strategies, Inc.
N/A—946-946-100%$100.6K———
HHM Wealth Advisors, LLC
N/A—834-834-100%$88.7K———
Bogart Wealth, LLC
N/A—817-817-100%$86.9K———
SHP Wealth Management
N/A—799-799-100%$84.9K———
Victory Capital Management Inc
N/A—792-792-100%$84.2K———
Allied Private Wealth LLC
N/A—776-776-100%$83.4K———
Sittner & Nelson, LLC
N/A—586-586-100%$62.3K———
Operose Advisors LLC
N/A—580-580-100%$61.6K———
Crews Bank & Trust
N/A—565-565-100%$60.1K———
Ancora Advisors LLCA
N/A—487-487-100%$51.8K———
Consultiva Wealth Management, Corp.
N/A—385-385-100%$40.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—354-354-100%$37.6K———
Horizon Investments, LLC
N/A—322-322-100%$34.2K———
Minot DeBlois Advisors LLC
N/A—306-306-100%$32.5K———
Providence Capital Advisors, LLC
N/A—303-303-100%$32.2K———
Cary Street Partners Investment Advisory LLC
N/A—300-300-100%$31.9K———
Synergy Investment Management, LLC
N/A—290-290-100%$30.8K———
Anchor Investment Management, LLC
N/A—229-229-100%$24.3K———
Bartlett & Co. Wealth Management LLC
N/A—200-200-100%$21.3K———
Addison Advisors LLC
N/A—165-165-100%$17.5K———
LGT Financial Advisors LLC
N/A—160-160-100%$17.0K———
Strategic Wealth Advisors LLC
N/A—145-145-100%$13———
Tower Research Capital LLC (TRC)
N/A—126-126-100%$13.4K———
Mark Sheptoff Financial Planning, LLC
N/A—73-73-100%$7.8K———
Rothschild Investment LLC
N/A—72-72-100%$7.6K———
Atomic Invest LLC
N/A—64-64-100%$6.8K———
Ameriflex Group, Inc.
N/A—49-49-100%$5.2K———
Glen Eagle Advisors, LLC
N/A—46-46-100%$4.9K———
Caldwell Sutter Capital, Inc.
N/A—42-42-100%$4.5K———
Godfrey Financial Associates, Inc.
N/A—39-39-100%$4.1K———
Delos Wealth Advisors, LLC
N/A—39-39-100%$4.1K———
Paladin Advisory Group, LLC
N/A—28-28-100%$3.0K———
Millstone Evans Group, LLC
N/A—28-28-100%$3.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—3-3-100%$319———
Centennial Bank
N/A—3-3-100%$319———
Hantz Financial Services, Inc.
N/A—1-1-100%$0———
Showing 668 of 668 institutions