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Vanguard Mortgage-Backed SEC (VMBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares10,911,176 from 10,605,591
Change+305,585 (+3%)
Value$484.6M (-$11.9M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares9,467,666 from 8,499,381
Change+968,285 (+11%)
Value$420.5M (+$22.6M)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares9,037,819 from 8,804,599
Change+233,220 (+3%)
Value$401.4M (-$10.8M)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares5,992,091 from 5,693,728
Change+298,363 (+5%)
Value$266.1M (-$414.7K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares3,286,482 from 3,144,439
Change+142,043 (+5%)
Value$146.0M (-$1.2M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares2,411,808 from 2,362,938
Change+48,870 (+2%)
Value$107.1M (-$3.5M)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares1,746,269 from 1,619,728
Change+126,541 (+8%)
Value$77.6M (+$1.7M)
Filed 2026-11-06
First Interstate Bank
INCREASED
Shares1,483,366 from 1,467,793
Change+15,573 (+1%)
Value$65.9M (-$2.8M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,313,200 from 1,355,000
Change-41,800 (-3%)
Value$58.3K (-$63.4M)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares1,104,218 from 1,069,422
Change+34,796 (+3%)
Value$49.0M (-$1.0M)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares1,064,853 from 1,087,794
Change-22,941 (-2%)
Value$47.3M (-$3.6M)
Filed 2026-10-21
Bell Bank
INCREASED
Shares1,029,972 from 967,430
Change+62,542 (+6%)
Value$45.7M (+$455.7K)
Filed 2026-10-21
Angeles Investment Advisors, LLC
DECREASED
Shares950,270 from 1,210,865
Change-260,595 (-22%)
Value$42.2M (-$14.5M)
Filed 2026-10-22
Kestra Investment Management, LLC
INCREASED
Shares943,470 from 859,919
Change+83,551 (+10%)
Value$41.9M (+$1.6M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares906,930 from 822,300
Change+84,630 (+10%)
Value$40.3M (+$1.8M)
Filed 2026-10-30
Courier Capital LLC
INCREASED
Shares841,294 from 615,210
Change+226,084 (+37%)
Value$37.4M (+$8.6M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares832,530 from 840,336
Change-7,806 (-1%)
Value$37.0M (-$2.0M)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares762,988 from 867,745
Change-104,757 (-12%)
Value$34.3M (-$5.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares762,988 from 867,745
Change-104,757 (-12%)
Value$34.3M (-$5.9M)
Filed 2026-10-20
Evergreen Advisors, LLC
INCREASED
Shares725,217 from 714,446
Change+10,771 (+2%)
Value$32.2M (-$1.2M)
Filed 2026-10-28
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares652,168 from 652,168
Change0 (0%)
Value$29.0M (-$1.6M)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
INCREASED
Shares520,525 from 499,622
Change+20,903 (+4%)
Value$23.1M (-$270.8K)
Filed 2026-11-02
Power Wealth Management LLC
DECREASED
Shares515,524 from 658,862
Change-143,338 (-22%)
Value$22.9M (-$7.9M)
Filed 2026-10-27
Baker Avenue Asset Management, LP
INCREASED
Shares512,634 from 501,186
Change+11,448 (+2%)
Value$22.8M (-$694.5K)
Filed 2026-11-06
Intelligence Driven Advisers, LLC
DECREASED
Shares478,271 from 495,921
Change-17,650 (-4%)
Value$21.2M (-$2.0M)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares474,533 from 365,376
Change+109,157 (+30%)
Value$21.1M (+$4.0M)
Filed 2026-10-16
Hamilton Capital, LLC
INCREASED
Shares470,933 from 463,399
Change+7,534 (+2%)
Value$20.9M (-$777.6K)
Filed 2026-10-08
Clark Asset Management, LLC
INCREASED
Shares464,454 from 419,593
Change+44,861 (+11%)
Value$20.6M (+$985.3K)
Filed 2026-10-19
Sofi Wealth, LLC
DECREASED
Shares448,250 from 867,101
Change-418,851 (-48%)
Value$19.9M (-$20.7M)
Filed 2026-10-27
RKL Wealth Management LLC
INCREASED
Shares445,308 from 412,846
Change+32,462 (+8%)
Value$19.8M (+$450.8K)
Filed 2026-10-16
Quantum Financial Advisors, LLC
INCREASED
Shares435,391 from 401,594
Change+33,797 (+8%)
Value$19.3M (+$537.1K)
Filed 2026-11-03
Whitcomb & Hess, Inc.
INCREASED
Shares432,362 from 420,735
Change+11,627 (+3%)
Value$19.2M (-$493.4K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares429,851 from 226,509
Change+203,342 (+90%)
Value$19.1M (+$8.5M)
Filed 2026-11-02
United Asset Strategies, Inc.
INCREASED
Shares412,887 from 402,952
Change+9,935 (+2%)
Value$18.3M (-$525.9K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
INCREASED
Shares412,798 from 372,730
Change+40,068 (+11%)
Value$18.3M (+$884.8K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
NEW
Shares397,559
Change+397,559
Value$17.7M
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares396,225 from 145,611
Change+250,614 (+172%)
Value$17.6M (+$10.8M)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares386,372 from 431,704
Change-45,332 (-10%)
Value$17.2M (-$3.0M)
Filed 2026-10-08
Old National Bancorp
INCREASED
Shares380,159 from 360,149
Change+20,010 (+6%)
Value$16.9M (+$24.3K)
Filed 2026-10-20
Family CFO Inc
INCREASED
Shares368,309 from 346,727
Change+21,582 (+6%)
Value$16.4M (+$126.3K)
Filed 2026-10-30
eCIO, Inc.
INCREASED
Shares360,152 from 332,623
Change+27,529 (+8%)
Value$16.0M (+$382.8K)
Filed 2026-11-02
1834 Investment Advisors Co
INCREASED
Shares347,655 from 344,888
Change+2,767 (+1%)
Value$15.4M (-$704.8K)
Filed 2026-10-16
Robinswood Financial LLC
DECREASED
Shares346,656 from 350,470
Change-3,814 (-1%)
Value$15.5M (-$878.8K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares346,040 from 337,411
Change+8,629 (+3%)
Value$16.2M (+$403.9K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares341,543 from 339,221
Change+2,322 (+1%)
Value$15.2M (-$711.0K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED
Shares334,174 from 328,187
Change+5,987 (+2%)
Value$14.8M (-$521.8K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares330,629 from 291,033
Change+39,596 (+14%)
Value$14.6M (+$1.1M)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED
Shares324,282 from 436,568
Change-112,286 (-26%)
Value$14.4M (-$6.0M)
Filed 2026-11-03
Sterling Investment Management, LLC
DECREASED
Shares311,086 from 319,916
Change-8,830 (-3%)
Value$13.8M (-$1.2M)
Filed 2026-10-16
Level Financial Advisors
INCREASED
Shares310,725 from 287,255
Change+23,470 (+8%)
Value$13.8M (+$352.9K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares296,746 from 316,376
Change-19,630 (-6%)
Value$13.2M (-$1.6M)
Filed 2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares265,850 from 385,450
Change-119,600 (-31%)
Value$11.8M (-$6.2M)
Filed 2026-11-05
Lutz Financial Services LLC
INCREASED
Shares247,905 from 39,757
Change+208,148 (+524%)
Value$11.0M (+$9.1M)
Filed 2026-11-06
United Capital Management of KS, Inc.
INCREASED
Shares245,997 from 233,846
Change+12,151 (+5%)
Value$10.9M (-$21.6K)
Filed 2026-11-04
Evolution Advisers, Inc.
DECREASED
Shares242,932 from 247,486
Change-4,554 (-2%)
Value$10.8M (-$737.1K)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
INCREASED
Shares241,962 from 230,103
Change+11,859 (+5%)
Value$10.7M (-$25.6K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares239,763 from 277,622
Change-37,859 (-14%)
Value$10.6M (-$2.3M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares238,569 from 395,481
Change-156,912 (-40%)
Value$10.6K (-$18.5M)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares221,028 from 219,383
Change+1,645 (+1%)
Value$9.8M (-$453.5K)
Filed 2026-10-16
Mendota Financial Group, LLC
INCREASED
Shares220,376 from 203,848
Change+16,528 (+8%)
Value$9.8M (+$244.8K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares212,002 from 212,186
Change-184 (0%)
Value$9.4M (-$517.4K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares208,327 from 247,999
Change-39,672 (-16%)
Value$9.3M (-$2.4M)
Filed 2026-10-15
VCI Wealth Management LLC
DECREASED
Shares206,493 from 220,560
Change-14,067 (-6%)
Value$9.2M (-$1.2M)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares198,987 from 499,229
Change-300,242 (-60%)
Value$8.8M (-$14.1M)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares195,479 from 323,024
Change-127,545 (-39%)
Value$8.7M (-$6.4M)
Filed 2026-10-22
rebel Financial LLC
INCREASED
Shares194,971 from 18,202
Change+176,769 (+971%)
Value$8.7M (+$7.8M)
Filed 2026-11-04
SWS Partners
INCREASED
Shares190,342 from 181,005
Change+9,337 (+5%)
Value$8.5M (-$19.8K)
Filed 2026-10-26
Cravens & Co Advisors, LLC
INCREASED
Shares190,224 from 186,288
Change+3,936 (+2%)
Value$8.4M (-$272.3K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares188,884 from 203,493
Change-14,609 (-7%)
Value$8.4M (-$1.1M)
Filed 2026-10-05
Marion Wealth Management
INCREASED
Shares183,950 from 175,588
Change+8,362 (+5%)
Value$8.2M (-$50.1K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares183,732 from 174,495
Change+9,237 (+5%)
Value$8.2M (-$8.6K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares182,859 from 88,754
Change+94,105 (+106%)
Value$8.1M (+$4.0M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares181,211 from 169,563
Change+11,648 (+7%)
Value$8.0M (+$110.4K)
Filed 2026-11-06
Greenwood Capital Associates LLC
INCREASED
Shares168,813 from 160,132
Change+8,681 (+5%)
Value$7.5M (+$1.2K)
Filed 2026-10-27
Premier Path Wealth Partners, LLC
INCREASED
Shares168,642 from 119,832
Change+48,810 (+41%)
Value$7.5M (+$1.9M)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares167,703 from 329,236
Change-161,533 (-49%)
Value$7.4M (-$8.0M)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares164,010 from 168,163
Change-4,153 (-2%)
Value$7.3M (-$588.0K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares161,540 from 158,484
Change+3,056 (+2%)
Value$7.2M (-$244.7K)
Filed 2026-10-30
Simon Quick Advisors, LLC
DECREASED
Shares161,379 from 177,887
Change-16,508 (-9%)
Value$7.2M (-$1.2M)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares158,129 from 154,412
Change+3,717 (+2%)
Value$7.2M (-$17.4K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
DECREASED
Shares156,058 from 156,665
Change-607 (0%)
Value$6.9M (-$403.0K)
Filed 2026-10-29
SigFig Wealth Management, LLC
INCREASED
Shares150,631 from 148,909
Change+1,722 (+1%)
Value$6.7M (-$310.7K)
Filed 2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED
Shares150,057 from 149,175
Change+882 (+1%)
Value$6.7M (-$318.9K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares148,886 from 158,658
Change-9,772 (-6%)
Value$6.6M (-$814.7K)
Filed 2026-10-15
Hobart Private Capital, LLC
INCREASED
Shares146,301 from 145,496
Change+805 (+1%)
Value$6.5M (-$313.4K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares145,062 from 218,364
Change-73,302 (-34%)
Value$6.4M (-$3.8M)
Filed 2026-10-08
Unison Advisors LLC
INCREASED
Shares143,405 from 134,964
Change+8,441 (+6%)
Value$6.4M (+$50.9K)
Filed 2026-10-29
Parker Financial LLC
INCREASED
Shares135,116 from 131,299
Change+3,817 (+3%)
Value$6.0M (-$144.5K)
Filed 2026-11-05
Prudent Man Advisors, LLC
INCREASED
Shares130,500 from 130,330
Change+170 (+0%)
Value$5.8M (-$305.2K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares123,035 from 114,480
Change+8,555 (+7%)
Value$5.5M (+$105.2K)
Filed 2026-10-13
Seneca Financial Advisors LLC
INCREASED
Shares121,977 from 85,235
Change+36,742 (+43%)
Value$5.4M (+$1.4M)
Filed 2026-10-28
First Financial Bank - Trust Division
DECREASED
Shares118,428 from 119,048
Change-620 (-1%)
Value$5.3M (-$313.2K)
Filed 2026-10-01
Leuthold Group, LLC
UNCHANGED
Shares117,868 from 117,868
Change0 (0%)
Value$5.2M (-$282.9K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
NEW
Shares112,421
Change+112,421
Value$5.0M
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares111,960 from 96,360
Change+15,600 (+16%)
Value$5.0M (+$524.1K)
Filed 2026-10-20
Sage Rhino Capital LLC
INCREASED
Shares109,077 from 106,687
Change+2,390 (+2%)
Value$4.8M (-$149.9K)
Filed 2026-10-28
Aspire Private Capital, LLC
INCREASED
Shares107,667 from 103,313
Change+4,354 (+4%)
Value$4.8M (-$54.6K)
Filed 2026-11-05
Forthright Family Wealth Advisory LLC
DECREASED
Shares105,456 from 107,074
Change-1,618 (-2%)
Value$4.7M (-$328.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares103,568 from 101,274
Change+2,294 (+2%)
Value$4.6M (-$141.2K)
Filed 2026-11-05
Leeward Financial Partners, LLC
INCREASED
Shares102,497 from 101,397
Change+1,100 (+1%)
Value$4.6M (-$194.5K)
Filed 2026-10-23
Security Benefit Life Insurance Co
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$4.4M (-$240.0K)
Filed 2026-11-05
Alternative Investment Advisors, Llc.
INCREASED
Shares99,220 from 87,940
Change+11,280 (+13%)
Value$4.4M (+$290.0K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares98,284 from 108,169
Change-9,885 (-9%)
Value$4.4M (-$698.6K)
Filed 2026-10-23
Arcadia Wealth Management, LLC
DECREASED
Shares92,447 from 102,116
Change-9,669 (-9%)
Value$4.1M (-$674.5K)
Filed 2026-10-22
BlueSky Wealth Advisors, LLC
INCREASED
Shares92,382 from 35,076
Change+57,306 (+163%)
Value$4.1M (+$2.5M)
Filed 2026-10-29
Center For Asset Management LLC
DECREASED
Shares90,436 from 92,823
Change-2,387 (-3%)
Value$4.0M (-$328.7K)
Filed 2026-10-16
Columbus Macro, LLC
DECREASED
Shares89,328 from 94,549
Change-5,221 (-6%)
Value$4.0M (-$458.8K)
Filed 2026-10-14
Legacy CG, LLC
NEW
Shares88,293
Change+88,293
Value$3.9M
Filed 2026-10-30
Rational Advisors, Inc.
INCREASED
Shares86,385 from 84,165
Change+2,220 (+3%)
Value$3.8M (-$103.4K)
Filed 2026-11-02
Entrust Financial LLC
INCREASED
Shares85,923 from 41,052
Change+44,871 (+109%)
Value$3.8M (+$1.9M)
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
DECREASED
Shares85,895 from 86,243
Change-348 (0%)
Value$3.8M (-$222.4K)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares84,948 from 207,758
Change-122,810 (-59%)
Value$3.8M (-$6.0M)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares82,146 from 83,568
Change-1,422 (-2%)
Value$3.6M (-$263.8K)
Filed 2026-10-08
FC Advisory LLC
INCREASED
Shares81,471 from 79,930
Change+1,541 (+2%)
Value$3.6M (-$123.4K)
Filed 2026-10-05
Grey Ledge Advisors, LLC
INCREASED
Shares78,751 from 73,138
Change+5,613 (+8%)
Value$3.5M (+$74.1K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares78,099 from 69,923
Change+8,176 (+12%)
Value$3.5M (+$195.2K)
Filed 2026-10-15
Unify Financial Advisors
DECREASED
Shares77,512 from 97,572
Change-20,060 (-21%)
Value$3.4M (-$1.1M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares77,459 from 99,321
Change-21,862 (-22%)
Value$3.4M (-$1.2M)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares73,045 from 65,287
Change+7,758 (+12%)
Value$3.2M (+$187.8K)
Filed 2026-10-26
Hohimer Wealth Management, LLC
INCREASED
Shares72,581 from 72,557
Change+24 (+0%)
Value$3.2M (-$173.1K)
Filed 2026-11-04
Diversified Portfolios, Inc.
DECREASED
Shares72,288 from 95,439
Change-23,151 (-24%)
Value$3.2M (-$1.3M)
Filed 2026-11-04
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares71,480 from 64,940
Change+6,540 (+10%)
Value$3.2M (+$134.6K)
Filed 2026-10-15
Equity Investment Corp
INCREASED
Shares69,065 from 65,475
Change+3,590 (+5%)
Value$3.1M (+$2.3K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares68,870 from 69,468
Change-598 (-1%)
Value$3.1M (-$193.3K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares68,175 from 72,303
Change-4,128 (-6%)
Value$3.0M (-$356.9K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares64,665 from 55,324
Change+9,341 (+17%)
Value$2.9M (+$282.1K)
Filed 2026-11-05
SWP Financial LLC
DECREASED
Shares63,351 from 125,850
Change-62,499 (-50%)
Value$2.8M (-$3.1M)
Filed 2026-10-23
TriaGen Wealth Management LLC
INCREASED
Shares62,187 from 58,705
Change+3,482 (+6%)
Value$2.8M (+$13.7K)
Filed 2026-10-14
Graetz Wealth LLC
DECREASED
Shares60,042 from 61,558
Change-1,516 (-2%)
Value$2.7M (-$215.0K)
Filed 2026-10-27
Seek First Inc.
DECREASED
Shares59,386 from 61,010
Change-1,624 (-3%)
Value$2.6M (-$218.5K)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares59,206 from 12,517
Change+46,689 (+373%)
Value$2.6M (+$2.0M)
Filed 2026-10-14
Seed Wealth Management, Inc.
INCREASED
Shares57,670 from 55,670
Change+2,000 (+4%)
Value$2.9M (+$279.4K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
DECREASED
Shares55,341 from 55,483
Change-142 (0%)
Value$2.5M (-$139.5K)
Filed 2026-10-07
Creative Planning
INCREASED
Shares55,148 from 53,961
Change+1,187 (+2%)
Value$2.4M (-$76.8K)
Filed 2026-11-02
Tran Capital Management, L.P.
DECREASED
Shares54,302 from 54,362
Change-60 (0%)
Value$2.4M (-$133.1K)
Filed 2026-10-19
Greenspring Advisors, LLC
INCREASED
Shares51,820 from 48,605
Change+3,215 (+7%)
Value$2.3M (+$26.1K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares51,290 from 53,853
Change-2,563 (-5%)
Value$2.3M (-$243.1K)
Filed 2026-11-06
LifePlan Financial, LLC
INCREASED
Shares50,353 from 49,480
Change+873 (+2%)
Value$2.2M (-$79.0K)
Filed 2026-10-13
Plancorp, LLC
DECREASED
Shares49,729 from 77,171
Change-27,442 (-36%)
Value$2.3M (-$1.3M)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED
Shares49,556 from 18,257
Change+31,299 (+171%)
Value$2.2M (+$1.3M)
Filed 2026-10-09
Bulwark Capital Corp
DECREASED
Shares49,428 from 63,273
Change-13,845 (-22%)
Value$2.2M (-$766.7K)
Filed 2026-10-13
D.B. Root & Company, LLC
INCREASED
Shares48,777 from 47,981
Change+796 (+2%)
Value$2.2M (-$79.8K)
Filed 2026-11-04
Israel Discount Bank of New York
NEW
Shares46,100
Change+46,100
Value$2.0M
Filed 2026-10-14
Central Pacific Bank - Trust Division
INCREASED
Shares45,094 from 28,440
Change+16,654 (+59%)
Value$2.0M (+$671.3K)
Filed 2026-10-06
Obsidian CIO, LLC
INCREASED
Shares44,971 from 38,431
Change+6,540 (+17%)
Value$2.0M (+$198.2K)
Filed 2026-11-05
Thrive Capital Management, LLC
DECREASED
Shares43,419 from 51,721
Change-8,302 (-16%)
Value$1.9M (-$492.8K)
Filed 2026-10-28
Bdfs Capital LLC
INCREASED
Shares43,128 from 42,141
Change+987 (+2%)
Value$1.9M (-$57.3K)
Filed 2026-10-14
True Private Wealth Advisors
DECREASED
Shares42,549 from 45,548
Change-2,999 (-7%)
Value$1.9M (-$242.5K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares40,946 from 8,596
Change+32,350 (+376%)
Value$1.8M (+$1.4M)
Filed 2026-10-28
Randall & Associates Wealth Management
INCREASED
Shares40,643 from 38,743
Change+1,900 (+5%)
Value$1.8M (-$8.6K)
Filed 2026-10-20
Security Financial Services, Inc.
DECREASED
Shares40,322 from 40,714
Change-392 (-1%)
Value$1.8M (-$115.1K)
Filed 2026-10-29
M Holdings Securities, Inc.
DECREASED
Shares38,944 from 38,990
Change-46 (0%)
Value$1.8K (-$1.8M)
Filed 2026-11-03
Ridgewood Investments LLC
DECREASED
Shares38,904 from 45,203
Change-6,299 (-14%)
Value$1.7M (-$388.2K)
Filed 2026-10-05
AlphaStar Capital Management, LLC
INCREASED
Shares38,837 from 37,370
Change+1,467 (+4%)
Value$1.7M (-$24.5K)
Filed 2026-10-16
CGN Advisors LLC
DECREASED
Shares38,163 from 51,138
Change-12,975 (-25%)
Value$1.7M (-$698.9K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares36,480 from 38,651
Change-2,171 (-6%)
Value$1.6M (-$189.2K)
Filed 2026-10-23
Conning Inc.
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$1.6M (-$86.4K)
Filed 2026-10-27
Accel Wealth Management
INCREASED
Shares34,972 from 29,933
Change+5,039 (+17%)
Value$1.6M (+$152.0K)
Filed 2026-10-13
City State Bank
DECREASED
Shares34,952 from 36,472
Change-1,520 (-4%)
Value$1.6M (-$155.0K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED
Shares34,815 from 35,357
Change-542 (-2%)
Value$1.5M (-$116.0K)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares33,704 from 35,884
Change-2,180 (-6%)
Value$1.5M (-$182.9K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares33,301 from 28,216
Change+5,085 (+18%)
Value$1.5M (+$158.1K)
Filed 2026-11-06
Brighton Securities Corp.
INCREASED
Shares33,187 from 31,886
Change+1,301 (+4%)
Value$1.5M (-$18.7K)
Filed 2026-10-08
Verdence Capital Advisors LLC
INCREASED
Shares32,840 from 31,128
Change+1,712 (+6%)
Value$1.5M (+$1.3K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares31,886 from 31,939
Change-53 (0%)
Value$1.4M (-$83.5K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares31,841 from 31,705
Change+136 (+0%)
Value$1.4M (-$70.1K)
Filed 2026-10-26
Chapman Financial Group, LLC
INCREASED
Shares31,830 from 31,805
Change+25 (+0%)
Value$1.4M (-$75.2K)
Filed 2026-10-26
Resonant Capital Advisors, LLC
UNCHANGED
Shares31,160 from 31,160
Change0 (0%)
Value$1.4M (-$74.8K)
Filed 2026-10-15
BLB&B Advisors, LLC
UNCHANGED
Shares30,419 from 30,419
Change0 (0%)
Value$1.4M (-$73.0K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
INCREASED
Shares29,095 from 25,947
Change+3,148 (+12%)
Value$1.3M (+$77.5K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
INCREASED
Shares28,320 from 26,954
Change+1,366 (+5%)
Value$1.3M (-$4.0K)
Filed 2026-10-15
Norden Group LLC
NEW
Shares28,036
Change+28,036
Value$1.2M
Filed 2026-10-20
Willow Creek Wealth Management Inc.
UNCHANGED
Shares27,440 from 27,440
Change0 (0%)
Value$1.2M (-$65.9K)
Filed 2026-10-26
Midwest Financial Group LLC
INCREASED
Shares27,299 from 27,190
Change+109 (+0%)
Value$1.2M (-$60.4K)
Filed 2026-10-15
Schwallier Wealth Management LLC
INCREASED
Shares25,884 from 25,175
Change+709 (+3%)
Value$1.1M (-$28.9K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares25,842 from 25,879
Change-37 (0%)
Value$1.1M (-$63.7K)
Filed 2026-11-04
Prosperity Planning, Inc.
DECREASED
Shares25,546 from 25,617
Change-71 (0%)
Value$1.1M (-$64.6K)
Filed 2026-10-09
Compound Planning, Inc.
INCREASED
Shares24,407 from 16,158
Change+8,249 (+51%)
Value$1.1M (+$327.6K)
Filed 2026-11-05
Absolute Capital Management, LLC
INCREASED
Shares24,398 from 22,392
Change+2,006 (+9%)
Value$1.1M (+$35.4K)
Filed 2026-10-16
Chesley Taft & Associates LLC
INCREASED
Shares23,631 from 16,831
Change+6,800 (+40%)
Value$1.0M (+$261.6K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares23,456 from 23,041
Change+415 (+2%)
Value$1.0M (-$37.0K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares22,582 from 6,980
Change+15,602 (+224%)
Value$1.0M (+$676.1K)
Filed 2026-10-21
Keystone Global Partners, LLC
DECREASED
Shares22,322 from 52,490
Change-30,168 (-57%)
Value$991.3K (-$1.5M)
Filed 2026-10-13
Brucke Financial, Inc.
NEW
Shares22,181
Change+22,181
Value$985.1K
Filed 2026-10-23
HT Partners LLC
INCREASED
Shares22,144 from 22,023
Change+121 (+1%)
Value$983.4K (-$47.5K)
Filed 2026-10-20
Genesis Private Wealth, LLC
INCREASED
Shares21,162 from 20,827
Change+335 (+2%)
Value$939.8K (-$35.1K)
Filed 2026-11-02
Balboa Wealth Partners
DECREASED
Shares21,150 from 26,186
Change-5,036 (-19%)
Value$939.3K (-$286.5K)
Filed 2026-10-20
Essential Planning, Llc.
DECREASED
Shares20,162 from 21,818
Change-1,656 (-8%)
Value$895.4K (-$125.9K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares19,926 from 119,161
Change-99,235 (-83%)
Value$884.9K (-$4.7M)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares19,906 from 12,871
Change+7,035 (+55%)
Value$880.2K (+$282.2K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares19,567 from 19,543
Change+24 (+0%)
Value$869.0K (-$45.9K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares19,305 from 31,886
Change-12,581 (-39%)
Value$857.3K (-$635.3K)
Filed 2026-10-23
Arwa LLC
INCREASED
Shares19,269 from 17,919
Change+1,350 (+8%)
Value$860.4K (+$28.1K)
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED
Shares19,182 from 22,446
Change-3,264 (-15%)
Value$851.9K (-$198.8K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares18,826 from 20,759
Change-1,933 (-9%)
Value$836.3K (-$135.5K)
Filed 2026-10-23
Rockland Trust Co
UNCHANGED
Shares17,805 from 17,805
Change0 (0%)
Value$790.7K (-$42.7K)
Filed 2026-10-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares17,098 from 17,453
Change-355 (-2%)
Value$759.3K (-$57.7K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares16,458 from 15,717
Change+741 (+5%)
Value$730.9K (-$4.8K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares15,276 from 14,572
Change+704 (+5%)
Value$678.4K (-$3.7K)
Filed 2026-10-08
Global Financial Private Client, LLC
DECREASED
Shares15,261 from 17,990
Change-2,729 (-15%)
Value$677.7K (-$164.4K)
Filed 2026-10-15
Tortoise Investment Management, LLC
INCREASED
Shares15,081 from 14,489
Change+592 (+4%)
Value$669.7K (-$8.5K)
Filed 2026-11-06
Ellis Investment Partners, LLC
INCREASED
Shares15,011 from 13,224
Change+1,787 (+14%)
Value$666.7K (+$47.6K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares14,712 from 16,444
Change-1,732 (-11%)
Value$653.3K (-$116.8K)
Filed 2026-10-26
Ignite Planners, LLC
DECREASED
Shares14,435 from 14,707
Change-272 (-2%)
Value$643.2K (-$45.2K)
Filed 2026-10-14
KOM Wealth Management Group, LLC
NEW
Shares14,173
Change+14,173
Value$629.4K
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares13,972 from 13,707
Change+265 (+2%)
Value$620.5K (-$21.1K)
Filed 2026-10-28
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares13,947 from 15,953
Change-2,006 (-13%)
Value$619.4K (-$127.4K)
Filed 2026-10-19
Argyle Capital Partners, LLC
INCREASED
Shares13,838 from 12,412
Change+1,426 (+11%)
Value$614.5K (+$33.5K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares13,794 from 10,227
Change+3,567 (+35%)
Value$612.6K (+$133.9K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares13,713 from 10,027
Change+3,686 (+37%)
Value$609.0K (+$139.6K)
Filed 2026-10-21
Altfest L J & Co Inc
INCREASED
Shares13,672 from 13,562
Change+110 (+1%)
Value$607.2K (-$27.6K)
Filed 2026-10-27
WT Wealth Management
INCREASED
Shares13,540 from 11,765
Change+1,775 (+15%)
Value$601.3K (+$50.6K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares13,469 from 12,976
Change+493 (+4%)
Value$598.2K (-$9.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares13,433 from 27,392
Change-13,959 (-51%)
Value$599.8K (-$682.5K)
Filed 2026-10-15
IVC Wealth Advisors LLC
INCREASED
Shares13,421 from 13,142
Change+279 (+2%)
Value$596.0K (-$19.2K)
Filed 2026-10-23
Whipplewood Advisors, LLC
NEW
Shares13,299
Change+13,299
Value$590.6K
Filed 2026-10-20
Narwhal Capital Management
NEW
Shares13,203
Change+13,203
Value$586.4K
Filed 2026-11-04
Navigation Wealth Management, Inc.
DECREASED
Shares13,171 from 14,152
Change-981 (-7%)
Value$586.9K (-$75.6K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
NEW
Shares13,081
Change+13,081
Value$580.9K
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares12,702 from 7,968
Change+4,734 (+59%)
Value$564.1K (+$191.1K)
Filed 2026-11-03
BAM Wealth Management, LLC
DECREASED
Shares12,525 from 13,541
Change-1,016 (-7%)
Value$556.2K (-$77.6K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
INCREASED
Shares11,985 from 10,111
Change+1,874 (+19%)
Value$532.3K (+$59.0K)
Filed 2026-10-20
Guidance Capital, Inc
INCREASED
Shares11,928 from 11,333
Change+595 (+5%)
Value$541.9K (+$15.5K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares11,903 from 19,317
Change-7,414 (-38%)
Value$528.6K (-$375.6K)
Filed 2026-10-21
Fortitude Advisory Group L.L.C.
INCREASED
Shares11,749 from 8,811
Change+2,938 (+33%)
Value$521.8K (+$109.3K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares11,385 from 10,406
Change+979 (+9%)
Value$505.6K (+$18.5K)
Filed 2026-10-29
Cambridge Advisors Inc.
UNCHANGED
Shares11,201 from 11,201
Change0 (0%)
Value$497.4K (-$26.9K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW
Shares10,723
Change+10,723
Value$476.2K
Filed 2026-10-27
Summit Global Investments
INCREASED
Shares10,692 from 10,667
Change+25 (+0%)
Value$475 (-$498.5K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares10,403 from 10,373
Change+30 (+0%)
Value$462.0K (-$23.6K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares10,243 from 5,711
Change+4,532 (+79%)
Value$454.9K (+$187.6K)
Filed 2026-10-08
CWA Asset Management Group, LLC
NEW
Shares9,927
Change+9,927
Value$440.9K
Filed 2026-10-19
Florida Trust Wealth Management Co
INCREASED
Shares9,779 from 8,605
Change+1,174 (+14%)
Value$434.3K (+$31.5K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares9,688 from 9,781
Change-93 (-1%)
Value$430.3K (-$27.6K)
Filed 2026-10-07
Eagle Bay Advisors LLC
DECREASED
Shares9,607 from 10,222
Change-615 (-6%)
Value$426.6K (-$51.8K)
Filed 2026-10-16
Waystone Advisors LLC
UNCHANGED
Shares9,606 from 9,606
Change0 (0%)
Value$449.7K ($0)
Filed 2026-10-16
Seelaus Asset Management LLC
DECREASED
Shares9,450 from 10,400
Change-950 (-9%)
Value$419.7K (-$67.1K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares9,364 from 8,887
Change+477 (+5%)
Value$415.8K (-$141)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares9,223 from 10,759
Change-1,536 (-14%)
Value$409.6K (-$94.0K)
Filed 2026-10-27
One Advisory Partners, LLC
DECREASED
Shares9,134 from 190,328
Change-181,194 (-95%)
Value$405.6K (-$8.5M)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares8,923 from 7,110
Change+1,813 (+26%)
Value$396.3K (+$63.4K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares8,887 from 6,962
Change+1,925 (+28%)
Value$395.2K (+$69.3K)
Filed 2026-10-30
Cornerstone Planning Group LLC
INCREASED
Shares8,788 from 8,750
Change+38 (+0%)
Value$391.4K (-$12.4K)
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares8,527 from 9,110
Change-583 (-6%)
Value$378.7K (-$47.8K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares8,113 from 21,404
Change-13,291 (-62%)
Value$360.3K (-$641.6K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares8,028
Change+8,028
Value$356.5K
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares7,971 from 7,227
Change+744 (+10%)
Value$354.0K (+$15.7K)
Filed 2026-11-05
Balefire, LLC
DECREASED
Shares7,896 from 8,940
Change-1,044 (-12%)
Value$350.7K (-$67.8K)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares7,846 from 7,728
Change+118 (+2%)
Value$348.4K (-$13.3K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares7,580 from 7,417
Change+163 (+2%)
Value$336.6K (-$10.6K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares7,557 from 7,834
Change-277 (-4%)
Value$336 (-$366.7K)
Filed 2026-10-26
Sima Wealth Partners, LLC
DECREASED
Shares7,422 from 7,444
Change-22 (0%)
Value$329.6K (-$18.8K)
Filed 2026-10-19
Shayne & Jacobs, LLC
DECREASED
Shares7,344 from 7,444
Change-100 (-1%)
Value$326.1K (-$22.3K)
Filed 2026-10-21
Stirlingshire Investments, Inc.
DECREASED
Shares7,155 from 8,571
Change-1,416 (-17%)
Value$317.7K (-$83.5K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares7,138 from 5,205
Change+1,933 (+37%)
Value$317.0K (+$73.4K)
Filed 2026-10-21
RCS Financial Planning, LLC
DECREASED
Shares7,089 from 11,667
Change-4,578 (-39%)
Value$314.8K (-$231.3K)
Filed 2026-10-14
Cassilly Financial Group LLC
UNCHANGED
Shares7,076 from 7,076
Change0 (0%)
Value$314.2K (-$17.0K)
Filed 2026-10-07
Integrity Alliance, Llc.
DECREASED
Shares6,984 from 7,489
Change-505 (-7%)
Value$310.2K (-$40.4K)
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,953 from 7,066
Change-113 (-2%)
Value$308.8K (-$22.0K)
Filed 2026-10-19
Claro Advisors Inc.
DECREASED
Shares6,944 from 71,102
Change-64,158 (-90%)
Value$308.4K (-$3.0M)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares6,893 from 8,935
Change-2,042 (-23%)
Value$306.1K (-$112.1K)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares6,870 from 9,136
Change-2,266 (-25%)
Value$305.1K (-$122.1K)
Filed 2026-11-06
Richardson Financial Services Inc.
INCREASED
Shares6,687 from 6,611
Change+76 (+1%)
Value$297.0K (-$12.5K)
Filed 2026-10-30
Emergent Wealth Advisors, LLC
DECREASED
Shares6,656 from 7,089
Change-433 (-6%)
Value$295.6K (-$36.2K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,540 from 4,522
Change+2,018 (+45%)
Value$290.4K (+$78.8K)
Filed 2026-10-20
Patten & Patten Inc
INCREASED
Shares6,538 from 6,305
Change+233 (+4%)
Value$290.4K (-$4.8K)
Filed 2026-10-26
Walleye Partners, LLC
DECREASED
Shares6,377 from 7,863
Change-1,486 (-19%)
Value$283.2K (-$84.9K)
Filed 2026-10-13
Cultivar Capital, Inc.
DECREASED
Shares6,205 from 6,755
Change-550 (-8%)
Value$275.6K (-$40.6K)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares6,120 from 6,120
Change0 (0%)
Value$271.8K (-$14.7K)
Filed 2026-10-15
Delta Financial Advisors LLC
UNCHANGED
Shares6,074 from 6,074
Change0 (0%)
Value$269.7K (-$14.6K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,022 from 5,907
Change+115 (+2%)
Value$267.5K (-$9.1K)
Filed 2026-11-02
Gibbs Wealth Management
NEW
Shares5,875
Change+5,875
Value$260.9K
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares5,783 from 5,660
Change+123 (+2%)
Value$256.9K (-$8.1K)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares5,594 from 17,309
Change-11,715 (-68%)
Value$248.4K (-$561.8K)
Filed 2026-10-29
HUB Investment Partners, LLC
DECREASED
Shares5,585 from 6,460
Change-875 (-14%)
Value$248.1K (-$54.3K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares5,562 from 5,494
Change+68 (+1%)
Value$247.0K (-$10.2K)
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares5,502 from 4,549
Change+953 (+21%)
Value$244.3K (+$31.4K)
Filed 2026-10-19
Barrett & Company, Inc.
DECREASED
Shares5,460 from 5,852
Change-392 (-7%)
Value$242.5K (-$31.4K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares5,332 from 5,404
Change-72 (-1%)
Value$236.8K (-$16.2K)
Filed 2026-10-30
Reap Financial Group, LLC
DECREASED
Shares5,267 from 5,745
Change-478 (-8%)
Value$233.9K (-$35.0K)
Filed 2026-11-02
One Way Holdings LLC
INCREASED
Shares5,211 from 4,740
Change+471 (+10%)
Value$231.4K (+$9.5K)
Filed 2026-10-29
Montis Financial, LLC
DECREASED
Shares5,154 from 5,279
Change-125 (-2%)
Value$228.9K (-$18.2K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares5,142 from 4,573
Change+569 (+12%)
Value$228.4K (+$14.3K)
Filed 2026-11-05
Yoffe Investment Management, LLC
UNCHANGED
Shares5,051 from 5,051
Change0 (0%)
Value$224.3K (-$12.1K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares5,021 from 4,835
Change+186 (+4%)
Value$223.0K (-$3.4K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED
Shares4,964 from 4,517
Change+447 (+10%)
Value$220.5K (+$9.0K)
Filed 2026-10-16
Successful Portfolios LLC
INCREASED
Shares4,900 from 4,860
Change+40 (+1%)
Value$216.4K (-$9.3K)
Filed 2026-10-09
A4 Wealth Advisors LLC
DECREASED
Shares4,821 from 40,132
Change-35,311 (-88%)
Value$214.1K (-$1.7M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares4,788 from 5,015
Change-227 (-5%)
Value$212.6K (-$22.1K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares4,751 from 4,476
Change+275 (+6%)
Value$211.0K (+$1.5K)
Filed 2026-10-20
Centurion Wealth Management LLC
DECREASED
Shares4,732 from 28,714
Change-23,982 (-84%)
Value$210.2K (-$1.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
NEW
Shares4,669
Change+4,669
Value$211.2K
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares4,540 from 4,540
Change0 (0%)
Value$212.5K ($0)
Filed 2026-10-26
Fisher Asset Management, LLC
DECREASED
Shares4,511 from 8,197
Change-3,686 (-45%)
Value$200.3K (-$183.4K)
Filed 2026-11-06
Clean Yield Group
UNCHANGED
Shares4,482 from 4,482
Change0 (0%)
Value$199.0K (-$10.8K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,460 from 3,353
Change+1,107 (+33%)
Value$198.1K (+$41.1K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares3,791
Change+3,791
Value$168.4K
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares3,660 from 3,628
Change+32 (+1%)
Value$162.5K (-$7.3K)
Filed 2026-10-28
Versant Capital Management, Inc
DECREASED
Shares3,525 from 7,612
Change-4,087 (-54%)
Value$156.5K (-$199.8K)
Filed 2026-10-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares2,698 from 2,698
Change0 (0%)
Value$119.8K (-$6.5K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
DECREASED
Shares2,669 from 5,743
Change-3,074 (-54%)
Value$118.5K (-$150.3K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares2,644
Change+2,644
Value$117.4K
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares2,565 from 2,514
Change+51 (+2%)
Value$113.9K (-$3.8K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares2,544 from 2,047
Change+497 (+24%)
Value$113.0K (+$17.2K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares2,353 from 748
Change+1,605 (+215%)
Value$104.5K (+$69.5K)
Filed 2026-10-05
Piscataqua Savings Bank
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$99.9K (-$5.4K)
Filed 2026-10-21
Winthrop Capital Management, LLC
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$91.7K (-$5.3K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares1,712 from 1,847
Change-135 (-7%)
Value$76.0K (-$10.4K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares1,599 from 1,107
Change+492 (+44%)
Value$71.0K (+$19.2K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares1,403 from 2,357
Change-954 (-40%)
Value$62.3K (-$48.0K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$59.7K (-$3.2K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares1,232 from 1,152
Change+80 (+7%)
Value$54.7K (+$788)
Filed 2026-10-28
Cdkv Holdings LLC
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$54.3K (-$2.9K)
Filed 2026-10-28
Pioneer Family Office, LLC
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$50.6K (-$2.7K)
Filed 2026-10-30
Wells Financial Advisors Inc
DECREASED
Shares1,080 from 1,153
Change-73 (-6%)
Value$48.0K (-$6.0K)
Filed 2026-11-02
Duncker Streett & Co Inc
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$46.2K (-$2.5K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$45.7K (-$2.5K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$41.8K (-$2.3K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares847 from 392
Change+455 (+116%)
Value$37.6K (+$19.3K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$36.1K (-$2.0K)
Filed 2026-11-02
Evolution Wealth Management Inc.
INCREASED
Shares772 from 767
Change+5 (+1%)
Value$34.3K (-$1.6K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares669 from 565
Change+104 (+18%)
Value$29.7K (+$3.3K)
Filed 2026-11-03
MilWealth Group LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$28.0K (-$1.5K)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$26.2K (-$1.4K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares576 from 570
Change+6 (+1%)
Value$25.6K (-$1.1K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares551 from 546
Change+5 (+1%)
Value$24.5K (-$1.0K)
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$24.4K (-$1.3K)
Filed 2026-10-19
Balentine LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$23.2K (-$1.3K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$23.0K (-$1.2K)
Filed 2026-11-02
Bangor Savings Bank
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$22.5K (-$1.2K)
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares494
Change+494
Value$21.9K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares479
Change+479
Value$21.3K
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$20.7K (-$1.1K)
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
NEW
Shares447
Change+447
Value$19.9K
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares445 from 440
Change+5 (+1%)
Value$19.8K (-$834)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares440 from 27
Change+413 (+1530%)
Value$19.5K (+$18.3K)
Filed 2026-10-23
Tompkins Financial Corp
DECREASED
Shares406 from 462
Change-56 (-12%)
Value$18.0K (-$3.6K)
Filed 2026-10-05
Phillips Financial Management, LLC
DECREASED
Shares405 from 56,321
Change-55,916 (-99%)
Value$18.0K (-$2.6M)
Filed 2026-10-19
Lodestone Wealth Management LLC
INCREASED
Shares371 from 367
Change+4 (+1%)
Value$16.5K (-$705)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares364
Change+364
Value$16.3K
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$16.1K (-$866)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$16.1K (-$871)
Filed 2026-11-02
Transce3nd, LLC
INCREASED
Shares342 from 55
Change+287 (+522%)
Value$15.3K (+$12.8K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$14.7K (-$797)
Filed 2026-10-16
Three Bridge Wealth Advisors, LLC
NEW
Shares304
Change+304
Value$13.5K
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$13.5K (-$727)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares280 from 152
Change+128 (+84%)
Value$12.4K (+$5.3K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares274 from 163
Change+111 (+68%)
Value$12.2K (+$4.5K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares250
Change+250
Value$11.1K
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$11.1K (-$598)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$10.0K (-$540)
Filed 2026-10-05
Clark Wealth Partners
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$9.6K (-$518)
Filed 2026-10-19
Valley Wealth Managers, Inc.
DECREASED
Shares206 from 218
Change-12 (-5%)
Value$9.1K (-$1.1K)
Filed 2026-10-09
Inspire Investing, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$8.3K (-$448)
Filed 2026-10-22
Elevation Wealth Partners, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$7.7K (-$416)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$7.3K (-$396)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares164
Change+164
Value$7.3K
Filed 2026-10-13
Hoese & Co LLP
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$7.2K (-$391)
Filed 2026-10-21
North Star Investment Management Corp.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.1K (-$384)
Filed 2026-10-27
WPG Advisers, LLC
INCREASED
Shares154 from 45
Change+109 (+242%)
Value$6.8K (+$4.7K)
Filed 2026-10-27
Reicon Wealth Advisors, LLC
DECREASED
Shares150 from 241
Change-91 (-38%)
Value$6.7K (-$4.6K)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4 (-$5.0K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares91 from 432
Change-341 (-79%)
Value$4.0K (-$16.2K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
NEW
Shares89
Change+89
Value$4.0K
Filed 2026-10-09
AlphaCore Capital LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$3.7K (-$199)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
NEW
Shares81
Change+81
Value$3.6K
Filed 2026-10-14
Networth Advisors, LLC
INCREASED
Shares81 from 80
Change+1 (+1%)
Value$3.6K (-$154)
Filed 2026-11-03
Blueline Advisors LLC
DECREASED
Shares79 from 291
Change-212 (-73%)
Value$3.5K (-$10.1K)
Filed 2026-10-15
Realta Investment Advisors
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$3.5K (-$187)
Filed 2026-10-14
Montgomery Financial Services LLC
NEW
Shares72
Change+72
Value$3.2K
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.2K (-$173)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$3.0K (-$163)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.8K (-$146)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3 ($0)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
NEW
Shares57
Change+57
Value$2.5K
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.4K (-$132)
Filed 2026-10-16
Biltmore Family Office, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.3K (-$125)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.1K (-$113)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.9K (-$91)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.7K (-$91)
Filed 2026-10-26
CX Institutional
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
Wolff Wiese Magana LLC
DECREASED
Shares32 from 155
Change-123 (-79%)
Value$1.4K (-$5.8K)
Filed 2026-10-15
Birchbrook, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (-$72)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (-$72)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.2K (-$58)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares26
Change+26
Value$1.2K
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares25
Change+25
Value$1.1K
Filed 2026-10-13
Trust Co of Vermont
NEW
Shares23
Change+23
Value$1.0K
Filed 2026-10-21
Birchwood Financial Partners, Inc.
NEW
Shares23
Change+23
Value$1.0K
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$933 (-$50)
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares18
Change+18
Value$799
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$800 (-$43)
Filed 2026-11-03
Affinity Wealth LLC
NEW
Shares14
Change+14
Value$633
Filed 2026-11-03
Abound Wealth Management
NEW
Shares12
Change+12
Value$537
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$449 (-$24)
Filed 2026-10-07
Garde Capital, Inc.
CLOSED
Shares0 from 1,020,835
Change-1,020,835 (-100%)
Value$0 (-$47.8M)
Filed 2026-10-29
New York Life Investment Management LLC
CLOSED
Shares0 from 116,908
Change-116,908 (-100%)
Value$0 (-$5.5M)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 51,651
Change-51,651 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
AXS Investments LLC
CLOSED
Shares0 from 36,522
Change-36,522 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Columbia Advisory Partners LLC
CLOSED
Shares0 from 7,790
Change-7,790 (-100%)
Value$0 (-$364.7K)
Filed 2026-10-15
Unique Wealth, LLC
CLOSED
Shares0 from 7,772
Change-7,772 (-100%)
Value$0 (-$363.8K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 7,572
Change-7,572 (-100%)
Value$0 (-$354.4K)
Filed 2026-10-22
World Equity Group, Inc.
CLOSED
Shares0 from 7,210
Change-7,210 (-100%)
Value$0 (-$337.5K)
Filed 2026-10-14
Flywheel Private Wealth LLC
CLOSED
Shares0 from 7,200
Change-7,200 (-100%)
Value$0 (-$337.0K)
Filed 2026-11-02
Econ Financial Services Corp
CLOSED
Shares0 from 7,152
Change-7,152 (-100%)
Value$0 (-$334.8K)
Filed 2026-10-19
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 6,206
Change-6,206 (-100%)
Value$0 (-$290.5K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 5,880
Change-5,880 (-100%)
Value$0 (-$275.2K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 5,627
Change-5,627 (-100%)
Value$0 (-$263.4K)
Filed 2026-10-20
Financial Life Advisors
CLOSED
Shares0 from 5,562
Change-5,562 (-100%)
Value$0 (-$260.4K)
Filed 2026-10-14
21 West Wealth Management LLC
CLOSED
Shares0 from 5,347
Change-5,347 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-13
Merited Wealth, LLC
CLOSED
Shares0 from 5,079
Change-5,079 (-100%)
Value$0 (-$237.7K)
Filed 2026-10-13
Carter Financial Group, Inc.
CLOSED
Shares0 from 4,893
Change-4,893 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 4,813
Change-4,813 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-26
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 4,598
Change-4,598 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-20
Verus Capital Partners, LLC
CLOSED
Shares0 from 4,392
Change-4,392 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-03
Moneco Advisors, LLC
CLOSED
Shares0 from 4,347
Change-4,347 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-05
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 3,765
Change-3,765 (-100%)
Value$0 (-$176.2K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,743
Change-3,743 (-100%)
Value$0 (-$174.4K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 2,463
Change-2,463 (-100%)
Value$0 (-$115.3K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 2,189
Change-2,189 (-100%)
Value$0 (-$102.5K)
Filed 2026-11-02
NBT Bank, N.A.
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$46.1K)
Filed 2026-10-21
First Premier Bank
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$22)
Filed 2026-10-13
SYM Financial Corp
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-26
Ares Financial Consulting, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$468)
Filed 2026-10-30
Creative Capital Management Investments LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$374)
Filed 2026-10-28
Mosley Wealth Management
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$234)
Filed 2026-10-16
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$93)
Filed 2026-11-04
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$23)
Filed 2026-10-29
Horizon Financial Services, LLC
DECREASED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 58,928,194
Change-58,928,194 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,250,812
Change-28,250,812 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,485,779
Change-26,485,779 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,216,170
Change-10,216,170 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,746,512
Change-9,746,512 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,905,111
Change-6,905,111 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,295,640
Change-6,295,640 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,492,517
Change-5,492,517 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,108,101
Change-5,108,101 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,833,728
Change-4,833,728 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 3,880,622
Change-3,880,622 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,500,178
Change-2,500,178 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,422,537
Change-2,422,537 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,166,152
Change-2,166,152 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,886,157
Change-1,886,157 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,779,883
Change-1,779,883 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,703,018
Change-1,703,018 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,520,621
Change-1,520,621 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 1,487,800
Change-1,487,800 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,399,365
Change-1,399,365 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,300,292
Change-1,300,292 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,295,464
Change-1,295,464 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,148,037
Change-1,148,037 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,012,323
Change-1,012,323 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 970,465
Change-970,465 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 936,753
Change-936,753 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 914,540
Change-914,540 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 836,947
Change-836,947 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 821,240
Change-821,240 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 816,589
Change-816,589 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 807,948
Change-807,948 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 760,848
Change-760,848 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 742,284
Change-742,284 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 732,842
Change-732,842 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 698,411
Change-698,411 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 697,422
Change-697,422 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 681,746
Change-681,746 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 669,524
Change-669,524 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 562,991
Change-562,991 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 544,568
Change-544,568 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 530,080
Change-530,080 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 525,552
Change-525,552 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 522,340
Change-522,340 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 494,591
Change-494,591 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 470,129
Change-470,129 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 467,648
Change-467,648 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 465,598
Change-465,598 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 464,458
Change-464,458 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 422,983
Change-422,983 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 405,224
Change-405,224 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 396,019
Change-396,019 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 387,032
Change-387,032 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 349,217
Change-349,217 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 345,088
Change-345,088 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 339,899
Change-339,899 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 338,547
Change-338,547 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 332,625
Change-332,625 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 320,040
Change-320,040 (-100%)
Value—
Betterment LLC
N/A
Shares— from 318,938
Change-318,938 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 307,701
Change-307,701 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 288,722
Change-288,722 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 278,761
Change-278,761 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 272,711
Change-272,711 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 257,677
Change-257,677 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 239,524
Change-239,524 (-100%)
Value—
&partners
N/A
Shares— from 234,343
Change-234,343 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 230,300
Change-230,300 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 225,706
Change-225,706 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 200,962
Change-200,962 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 197,414
Change-197,414 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 194,013
Change-194,013 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 186,205
Change-186,205 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 184,300
Change-184,300 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 183,726
Change-183,726 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 173,909
Change-173,909 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 171,111
Change-171,111 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 165,388
Change-165,388 (-100%)
Value—
EFG International AG
N/A
Shares— from 159,767
Change-159,767 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 155,925
Change-155,925 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 146,485
Change-146,485 (-100%)
Value—
Centennial Bank
N/A
Shares— from 144,350
Change-144,350 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 144,337
Change-144,337 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 141,706
Change-141,706 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 135,377
Change-135,377 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 134,927
Change-134,927 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 129,184
Change-129,184 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 126,188
Change-126,188 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 125,475
Change-125,475 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 123,808
Change-123,808 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 117,741
Change-117,741 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 114,456
Change-114,456 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 112,708
Change-112,708 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 111,090
Change-111,090 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 107,644
Change-107,644 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 106,272
Change-106,272 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 103,640
Change-103,640 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 93,763
Change-93,763 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 89,091
Change-89,091 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 88,920
Change-88,920 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 86,467
Change-86,467 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 85,270
Change-85,270 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 84,458
Change-84,458 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 81,511
Change-81,511 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 81,279
Change-81,279 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 80,357
Change-80,357 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 79,225
Change-79,225 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 78,556
Change-78,556 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 77,144
Change-77,144 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 71,959
Change-71,959 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 70,501
Change-70,501 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 69,991
Change-69,991 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 67,313
Change-67,313 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 67,166
Change-67,166 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 63,833
Change-63,833 (-100%)
Value—
Stephens Inc
N/A
Shares— from 63,745
Change-63,745 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 63,219
Change-63,219 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 59,864
Change-59,864 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 59,063
Change-59,063 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 57,907
Change-57,907 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 57,319
Change-57,319 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57,018
Change-57,018 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 56,494
Change-56,494 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 56,405
Change-56,405 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 54,870
Change-54,870 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,142
Change-53,142 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 50,662
Change-50,662 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 49,821
Change-49,821 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,013
Change-48,013 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 47,901
Change-47,901 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 46,903
Change-46,903 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,796
Change-46,796 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 45,342
Change-45,342 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 43,341
Change-43,341 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 43,145
Change-43,145 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 42,562
Change-42,562 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 41,420
Change-41,420 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 39,998
Change-39,998 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 39,987
Change-39,987 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 38,001
Change-38,001 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 37,289
Change-37,289 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 36,794
Change-36,794 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 36,447
Change-36,447 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 36,162
Change-36,162 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 33,553
Change-33,553 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 32,608
Change-32,608 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 30,504
Change-30,504 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,957
Change-29,957 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Commerce Bank
N/A
Shares— from 28,548
Change-28,548 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 28,123
Change-28,123 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 27,482
Change-27,482 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 27,169
Change-27,169 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 26,875
Change-26,875 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,842
Change-26,842 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 26,744
Change-26,744 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 25,351
Change-25,351 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 24,649
Change-24,649 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 24,373
Change-24,373 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,286
Change-24,286 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 23,627
Change-23,627 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,506
Change-23,506 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 23,233
Change-23,233 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 23,132
Change-23,132 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 22,709
Change-22,709 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 22,052
Change-22,052 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,024
Change-21,024 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,873
Change-19,873 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 19,501
Change-19,501 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,086
Change-19,086 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,800
Change-18,800 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 18,203
Change-18,203 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 18,182
Change-18,182 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 17,709
Change-17,709 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,259
Change-17,259 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,765
Change-16,765 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 16,524
Change-16,524 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,417
Change-16,417 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 16,283
Change-16,283 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,262
Change-16,262 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 16,082
Change-16,082 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 15,995
Change-15,995 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 15,519
Change-15,519 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 14,986
Change-14,986 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 14,981
Change-14,981 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,423
Change-13,423 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,366
Change-13,366 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 13,240
Change-13,240 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,864
Change-12,864 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,836
Change-12,836 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 12,569
Change-12,569 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,922
Change-11,922 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 11,837
Change-11,837 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,042
Change-11,042 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 9,485
Change-9,485 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,061
Change-9,061 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 8,796
Change-8,796 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,667
Change-8,667 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,346
Change-8,346 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,065
Change-8,065 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 8,053
Change-8,053 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 7,929
Change-7,929 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,937
Change-6,937 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 6,002
Change-6,002 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Rogco, LP
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 983
Change-983 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 399
Change-399 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 335
Change-335 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 305
Change-305 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 169
Change-169 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 156
Change-156 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Toews Corp
N/A
Shares— from 102
Change-102 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 42
Change-42 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 32
Change-32 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Motco
N/A
Shares— from 24
Change-24 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
INCREASED10,911,17610,605,591+305,585+3%$496.4M$484.6M-$11.9M2026-11-05
Mather Group, Llc.
INCREASED9,467,6668,499,381+968,285+11%$397.9M$420.5M+$22.6M2026-10-14
Assetmark, Inc
INCREASED9,037,8198,804,599+233,220+3%$412.1M$401.4M-$10.8M2026-10-21
TD Private Client Wealth LLC
INCREASED5,992,0915,693,728+298,363+5%$266.5M$266.1M-$414.7K2026-10-28
Clearstead Advisors, LLC
INCREASED3,286,4823,144,439+142,043+5%$147.2M$146.0M-$1.2M2026-11-06
Keybank National Association
INCREASED2,411,8082,362,938+48,870+2%$110.6M$107.1M-$3.5M2026-11-04
Merit Financial Group, LLC
INCREASED1,746,2691,619,728+126,541+8%$75.8M$77.6M+$1.7M2026-11-06
First Interstate Bank
INCREASED1,483,3661,467,793+15,573+1%$68.7M$65.9M-$2.8M2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED1,313,2001,355,000-41,800-3%$63.4M$58.3K-$63.4M2026-11-02
Bell Investment Advisors, Inc
INCREASED1,104,2181,069,422+34,796+3%$50.1M$49.0M-$1.0M2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED1,064,8531,087,794-22,941-2%$50.9M$47.3M-$3.6M2026-10-21
Bell Bank
INCREASED1,029,972967,430+62,542+6%$45.3M$45.7M+$455.7K2026-10-21
Angeles Investment Advisors, LLC
DECREASED950,2701,210,865-260,595-22%$56.7M$42.2M-$14.5M2026-10-22
Kestra Investment Management, LLC
INCREASED943,470859,919+83,551+10%$40.3M$41.9M+$1.6M2026-11-04
Truist Financial Corp
INCREASED906,930822,300+84,630+10%$38.5M$40.3M+$1.8M2026-10-30
Courier Capital LLC
INCREASED841,294615,210+226,084+37%$28.8M$37.4M+$8.6M2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED832,530840,336-7,806-1%$39.0M$37.0M-$2.0M2026-10-13
Diversify Wealth Management, LLC
DECREASED762,988867,745-104,757-12%$40.2M$34.3M-$5.9M2026-10-20
Diversify Advisory Services, LLC
DECREASED762,988867,745-104,757-12%$40.2M$34.3M-$5.9M2026-10-20
Evergreen Advisors, LLC
INCREASED725,217714,446+10,771+2%$33.4M$32.2M-$1.2M2026-10-28
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED652,168652,16800%$30.5M$29.0M-$1.6M2026-11-02
SeaBridge Investment Advisors LLC
INCREASED520,525499,622+20,903+4%$23.4M$23.1M-$270.8K2026-11-02
Power Wealth Management LLC
DECREASED515,524658,862-143,338-22%$30.8M$22.9M-$7.9M2026-10-27
Baker Avenue Asset Management, LP
INCREASED512,634501,186+11,448+2%$23.5M$22.8M-$694.5K2026-11-06
Intelligence Driven Advisers, LLC
DECREASED478,271495,921-17,650-4%$23.2M$21.2M-$2.0M2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED474,533365,376+109,157+30%$17.1M$21.1M+$4.0M2026-10-16
Hamilton Capital, LLC
INCREASED470,933463,399+7,534+2%$21.7M$20.9M-$777.6K2026-10-08
Clark Asset Management, LLC
INCREASED464,454419,593+44,861+11%$19.6M$20.6M+$985.3K2026-10-19
Sofi Wealth, LLC
DECREASED448,250867,101-418,851-48%$40.6M$19.9M-$20.7M2026-10-27
RKL Wealth Management LLC
INCREASED445,308412,846+32,462+8%$19.3M$19.8M+$450.8K2026-10-16
Quantum Financial Advisors, LLC
INCREASED435,391401,594+33,797+8%$18.8M$19.3M+$537.1K2026-11-03
Whitcomb & Hess, Inc.
INCREASED432,362420,735+11,627+3%$19.7M$19.2M-$493.4K2026-10-07
Kestra Advisory Services, LLC
INCREASED429,851226,509+203,342+90%$10.6M$19.1M+$8.5M2026-11-02
United Asset Strategies, Inc.
INCREASED412,887402,952+9,935+2%$18.9M$18.3M-$525.9K2026-10-28
Connecticut Wealth Management, LLC
INCREASED412,798372,730+40,068+11%$17.4M$18.3M+$884.8K2026-10-13
Insight Wealth Strategies, LLC
NEW397,559—+397,559——$17.7M—2026-10-09
Lido Advisors, LLC
INCREASED396,225145,611+250,614+172%$6.8M$17.6M+$10.8M2026-11-04
Acropolis Investment Management, LLC
DECREASED386,372431,704-45,332-10%$20.2M$17.2M-$3.0M2026-10-08
Old National Bancorp
INCREASED380,159360,149+20,010+6%$16.9M$16.9M+$24.3K2026-10-20
Family CFO Inc
INCREASED368,309346,727+21,582+6%$16.2M$16.4M+$126.3K2026-10-30
eCIO, Inc.
INCREASED360,152332,623+27,529+8%$15.6M$16.0M+$382.8K2026-11-02
1834 Investment Advisors Co
INCREASED347,655344,888+2,767+1%$16.1M$15.4M-$704.8K2026-10-16
Robinswood Financial LLC
DECREASED346,656350,470-3,814-1%$16.4M$15.5M-$878.8K2026-10-20
Allworth Financial LP
INCREASED346,040337,411+8,629+3%$15.8M$16.2M+$403.9K2026-11-06
MGO One Seven LLC
INCREASED341,543339,221+2,322+1%$15.9M$15.2M-$711.0K2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED334,174328,187+5,987+2%$15.4M$14.8M-$521.8K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED330,629291,033+39,596+14%$13.6M$14.6M+$1.1M2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED324,282436,568-112,286-26%$20.4M$14.4M-$6.0M2026-11-03
Sterling Investment Management, LLC
DECREASED311,086319,916-8,830-3%$15.0M$13.8M-$1.2M2026-10-16
Level Financial Advisors
INCREASED310,725287,255+23,470+8%$13.4M$13.8M+$352.9K2026-10-13
First National Trust Co
DECREASED296,746316,376-19,630-6%$14.8M$13.2M-$1.6M2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED265,850385,450-119,600-31%$18.0M$11.8M-$6.2M2026-11-05
Lutz Financial Services LLC
INCREASED247,90539,757+208,148+524%$1.9M$11.0M+$9.1M2026-11-06
United Capital Management of KS, Inc.
INCREASED245,997233,846+12,151+5%$10.9M$10.9M-$21.6K2026-11-04
Evolution Advisers, Inc.
DECREASED242,932247,486-4,554-2%$11.6M$10.8M-$737.1K2026-11-06
Dynamic Wealth Strategies, LLC
INCREASED241,962230,103+11,859+5%$10.8M$10.7M-$25.6K2026-10-16
Commonwealth Equity Services, LLC
DECREASED239,763277,622-37,859-14%$13.0M$10.6M-$2.3M2026-11-02
Thrivent Financial for Lutherans
DECREASED238,569395,481-156,912-40%$18.5M$10.6K-$18.5M2026-11-05
PFG Advisors
INCREASED221,028219,383+1,645+1%$10.3M$9.8M-$453.5K2026-10-16
Mendota Financial Group, LLC
INCREASED220,376203,848+16,528+8%$9.5M$9.8M+$244.8K2026-10-07
EverSource Wealth Advisors, LLC
DECREASED212,002212,186-1840%$9.9M$9.4M-$517.4K2026-11-04
Atria Investments, Inc
DECREASED208,327247,999-39,672-16%$11.6M$9.3M-$2.4M2026-10-15
VCI Wealth Management LLC
DECREASED206,493220,560-14,067-6%$10.3M$9.2M-$1.2M2026-10-29
Triad Wealth Partners, LLC
DECREASED198,987499,229-300,242-60%$23.0M$8.8M-$14.1M2026-10-26
Perigon Wealth Management, LLC
DECREASED195,479323,024-127,545-39%$15.1M$8.7M-$6.4M2026-10-22
rebel Financial LLC
INCREASED194,97118,202+176,769+971%$852.0K$8.7M+$7.8M2026-11-04
SWS Partners
INCREASED190,342181,005+9,337+5%$8.5M$8.5M-$19.8K2026-10-26
Cravens & Co Advisors, LLC
INCREASED190,224186,288+3,936+2%$8.7M$8.4M-$272.3K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED188,884203,493-14,609-7%$9.5M$8.4M-$1.1M2026-10-05
Marion Wealth Management
INCREASED183,950175,588+8,362+5%$8.2M$8.2M-$50.1K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED183,732174,495+9,237+5%$8.2M$8.2M-$8.6K2026-10-14
Vise Technologies, Inc.
INCREASED182,85988,754+94,105+106%$4.2M$8.1M+$4.0M2026-10-29
PNC Financial Services Group, Inc.
INCREASED181,211169,563+11,648+7%$7.9M$8.0M+$110.4K2026-11-06
Greenwood Capital Associates LLC
INCREASED168,813160,132+8,681+5%$7.5M$7.5M+$1.2K2026-10-27
Premier Path Wealth Partners, LLC
INCREASED168,642119,832+48,810+41%$5.6M$7.5M+$1.9M2026-10-16
Strategic Blueprint, LLC
DECREASED167,703329,236-161,533-49%$15.4M$7.4M-$8.0M2026-10-22
Brookstone Capital Management
DECREASED164,010168,163-4,153-2%$7.9M$7.3M-$588.0K2026-10-22
Parr Mcknight Wealth Management Group, LLC
INCREASED161,540158,484+3,056+2%$7.4M$7.2M-$244.7K2026-10-30
Simon Quick Advisors, LLC
DECREASED161,379177,887-16,508-9%$8.3M$7.2M-$1.2M2026-10-26
Prospera Financial Services Inc
INCREASED158,129154,412+3,717+2%$7.2M$7.2M-$17.4K2026-11-04
Connecticut Capital Management Group, LLC
DECREASED156,058156,665-6070%$7.3M$6.9M-$403.0K2026-10-29
SigFig Wealth Management, LLC
INCREASED150,631148,909+1,722+1%$7.0M$6.7M-$310.7K2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED150,057149,175+882+1%$7.0M$6.7M-$318.9K2026-11-03
Pinnacle Wealth Management Group, Inc.
DECREASED148,886158,658-9,772-6%$7.4M$6.6M-$814.7K2026-10-15
Hobart Private Capital, LLC
INCREASED146,301145,496+805+1%$6.8M$6.5M-$313.4K2026-10-19
Farther Finance Advisors, LLC
DECREASED145,062218,364-73,302-34%$10.2M$6.4M-$3.8M2026-10-08
Unison Advisors LLC
INCREASED143,405134,964+8,441+6%$6.3M$6.4M+$50.9K2026-10-29
Parker Financial LLC
INCREASED135,116131,299+3,817+3%$6.1M$6.0M-$144.5K2026-11-05
Prudent Man Advisors, LLC
INCREASED130,500130,330+170+0%$6.1M$5.8M-$305.2K2026-11-03
Signal Advisors Wealth, LLC
INCREASED123,035114,480+8,555+7%$5.4M$5.5M+$105.2K2026-10-13
Seneca Financial Advisors LLC
INCREASED121,97785,235+36,742+43%$4.0M$5.4M+$1.4M2026-10-28
First Financial Bank - Trust Division
DECREASED118,428119,048-620-1%$5.6M$5.3M-$313.2K2026-10-01
Leuthold Group, LLC
UNCHANGED117,868117,86800%$5.5M$5.2M-$282.9K2026-11-04
Elevation Point Wealth Partners, LLC
NEW112,421—+112,421——$5.0M—2026-11-05
Accurate Wealth Management, LLC
INCREASED111,96096,360+15,600+16%$4.5M$5.0M+$524.1K2026-10-20
Sage Rhino Capital LLC
INCREASED109,077106,687+2,390+2%$5.0M$4.8M-$149.9K2026-10-28
Aspire Private Capital, LLC
INCREASED107,667103,313+4,354+4%$4.8M$4.8M-$54.6K2026-11-05
Forthright Family Wealth Advisory LLC
DECREASED105,456107,074-1,618-2%$5.0M$4.7M-$328.8K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED103,568101,274+2,294+2%$4.7M$4.6M-$141.2K2026-11-05
Leeward Financial Partners, LLC
INCREASED102,497101,397+1,100+1%$4.7M$4.6M-$194.5K2026-10-23
Security Benefit Life Insurance Co
UNCHANGED100,000100,00000%$4.7M$4.4M-$240.0K2026-11-05
Alternative Investment Advisors, Llc.
INCREASED99,22087,940+11,280+13%$4.1M$4.4M+$290.0K2026-11-03
Simplicity Wealth,LLC
DECREASED98,284108,169-9,885-9%$5.1M$4.4M-$698.6K2026-10-23
Arcadia Wealth Management, LLC
DECREASED92,447102,116-9,669-9%$4.8M$4.1M-$674.5K2026-10-22
BlueSky Wealth Advisors, LLC
INCREASED92,38235,076+57,306+163%$1.6M$4.1M+$2.5M2026-10-29
Center For Asset Management LLC
DECREASED90,43692,823-2,387-3%$4.3M$4.0M-$328.7K2026-10-16
Columbus Macro, LLC
DECREASED89,32894,549-5,221-6%$4.4M$4.0M-$458.8K2026-10-14
Legacy CG, LLC
NEW88,293—+88,293——$3.9M—2026-10-30
Rational Advisors, Inc.
INCREASED86,38584,165+2,220+3%$3.9M$3.8M-$103.4K2026-11-02
Entrust Financial LLC
INCREASED85,92341,052+44,871+109%$1.9M$3.8M+$1.9M2026-11-04
Beverly Hills Private Wealth, LLC
DECREASED85,89586,243-3480%$4.0M$3.8M-$222.4K2026-11-04
Alps Advisors Inc
DECREASED84,948207,758-122,810-59%$9.7M$3.8M-$6.0M2026-11-03
First Heartland Consultants, Inc.
DECREASED82,14683,568-1,422-2%$3.9M$3.6M-$263.8K2026-10-08
FC Advisory LLC
INCREASED81,47179,930+1,541+2%$3.7M$3.6M-$123.4K2026-10-05
Grey Ledge Advisors, LLC
INCREASED78,75173,138+5,613+8%$3.4M$3.5M+$74.1K2026-11-02
Blue Trust, Inc.
INCREASED78,09969,923+8,176+12%$3.3M$3.5M+$195.2K2026-10-15
Unify Financial Advisors
DECREASED77,51297,572-20,060-21%$4.6M$3.4M-$1.1M2026-11-03
Concurrent Investment Advisors, LLC
DECREASED77,45999,321-21,862-22%$4.6M$3.4M-$1.2M2026-10-16
Oppenheimer & Co Inc
INCREASED73,04565,287+7,758+12%$3.1M$3.2M+$187.8K2026-10-26
Hohimer Wealth Management, LLC
INCREASED72,58172,557+24+0%$3.4M$3.2M-$173.1K2026-11-04
Diversified Portfolios, Inc.
DECREASED72,28895,439-23,151-24%$4.5M$3.2M-$1.3M2026-11-04
Brindle & Bay Financial Advisors, LLC
INCREASED71,48064,940+6,540+10%$3.0M$3.2M+$134.6K2026-10-15
Equity Investment Corp
INCREASED69,06565,475+3,590+5%$3.1M$3.1M+$2.3K2026-11-04
Elevated Capital Advisors, LLC
DECREASED68,87069,468-598-1%$3.3M$3.1M-$193.3K2026-11-04
VestGen Advisors, LLC
DECREASED68,17572,303-4,128-6%$3.4M$3.0M-$356.9K2026-10-27
Fifth Third Bancorp
INCREASED64,66555,324+9,341+17%$2.6M$2.9M+$282.1K2026-11-05
SWP Financial LLC
DECREASED63,351125,850-62,499-50%$5.9M$2.8M-$3.1M2026-10-23
TriaGen Wealth Management LLC
INCREASED62,18758,705+3,482+6%$2.7M$2.8M+$13.7K2026-10-14
Graetz Wealth LLC
DECREASED60,04261,558-1,516-2%$2.9M$2.7M-$215.0K2026-10-27
Seek First Inc.
DECREASED59,38661,010-1,624-3%$2.9M$2.6M-$218.5K2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED59,20612,517+46,689+373%$585.9K$2.6M+$2.0M2026-10-14
Seed Wealth Management, Inc.
INCREASED57,67055,670+2,000+4%$2.6M$2.9M+$279.4K2026-10-20
Retirement Wealth Solutions LLC
DECREASED55,34155,483-1420%$2.6M$2.5M-$139.5K2026-10-07
Creative Planning
INCREASED55,14853,961+1,187+2%$2.5M$2.4M-$76.8K2026-11-02
Tran Capital Management, L.P.
DECREASED54,30254,362-600%$2.5M$2.4M-$133.1K2026-10-19
Greenspring Advisors, LLC
INCREASED51,82048,605+3,215+7%$2.3M$2.3M+$26.1K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED51,29053,853-2,563-5%$2.5M$2.3M-$243.1K2026-11-06
LifePlan Financial, LLC
INCREASED50,35349,480+873+2%$2.3M$2.2M-$79.0K2026-10-13
Plancorp, LLC
DECREASED49,72977,171-27,442-36%$3.6M$2.3M-$1.3M2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED49,55618,257+31,299+171%$854.6K$2.2M+$1.3M2026-10-09
Bulwark Capital Corp
DECREASED49,42863,273-13,845-22%$3.0M$2.2M-$766.7K2026-10-13
D.B. Root & Company, LLC
INCREASED48,77747,981+796+2%$2.2M$2.2M-$79.8K2026-11-04
Israel Discount Bank of New York
NEW46,100—+46,100——$2.0M—2026-10-14
Central Pacific Bank - Trust Division
INCREASED45,09428,440+16,654+59%$1.3M$2.0M+$671.3K2026-10-06
Obsidian CIO, LLC
INCREASED44,97138,431+6,540+17%$1.8M$2.0M+$198.2K2026-11-05
Thrive Capital Management, LLC
DECREASED43,41951,721-8,302-16%$2.4M$1.9M-$492.8K2026-10-28
Bdfs Capital LLC
INCREASED43,12842,141+987+2%$2.0M$1.9M-$57.3K2026-10-14
True Private Wealth Advisors
DECREASED42,54945,548-2,999-7%$2.1M$1.9M-$242.5K2026-10-19
D.A. Davidson & Co.
INCREASED40,9468,596+32,350+376%$402.4K$1.8M+$1.4M2026-10-28
Randall & Associates Wealth Management
INCREASED40,64338,743+1,900+5%$1.8M$1.8M-$8.6K2026-10-20
Security Financial Services, Inc.
DECREASED40,32240,714-392-1%$1.9M$1.8M-$115.1K2026-10-29
M Holdings Securities, Inc.
DECREASED38,94438,990-460%$1.8M$1.8K-$1.8M2026-11-03
Ridgewood Investments LLC
DECREASED38,90445,203-6,299-14%$2.1M$1.7M-$388.2K2026-10-05
AlphaStar Capital Management, LLC
INCREASED38,83737,370+1,467+4%$1.7M$1.7M-$24.5K2026-10-16
CGN Advisors LLC
DECREASED38,16351,138-12,975-25%$2.4M$1.7M-$698.9K2026-10-21
Apollon Wealth Management, LLC
DECREASED36,48038,651-2,171-6%$1.8M$1.6M-$189.2K2026-10-23
Conning Inc.
UNCHANGED36,00036,00000%$1.7M$1.6M-$86.4K2026-10-27
Accel Wealth Management
INCREASED34,97229,933+5,039+17%$1.4M$1.6M+$152.0K2026-10-13
City State Bank
DECREASED34,95236,472-1,520-4%$1.7M$1.6M-$155.0K2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED34,81535,357-542-2%$1.7M$1.5M-$116.0K2026-10-13
Evergreen Capital Management LLC
DECREASED33,70435,884-2,180-6%$1.7M$1.5M-$182.9K2026-10-23
Money Concepts Capital Corp
INCREASED33,30128,216+5,085+18%$1.3M$1.5M+$158.1K2026-11-06
Brighton Securities Corp.
INCREASED33,18731,886+1,301+4%$1.5M$1.5M-$18.7K2026-10-08
Verdence Capital Advisors LLC
INCREASED32,84031,128+1,712+6%$1.5M$1.5M+$1.3K2026-10-26
SAX Wealth Advisors, LLC
DECREASED31,88631,939-530%$1.5M$1.4M-$83.5K2026-10-13
Lanark Financial, Inc.
INCREASED31,84131,705+136+0%$1.5M$1.4M-$70.1K2026-10-26
Chapman Financial Group, LLC
INCREASED31,83031,805+25+0%$1.5M$1.4M-$75.2K2026-10-26
Resonant Capital Advisors, LLC
UNCHANGED31,16031,16000%$1.5M$1.4M-$74.8K2026-10-15
BLB&B Advisors, LLC
UNCHANGED30,41930,41900%$1.4M$1.4M-$73.0K2026-10-27
Outlook Wealth Advisors, LLC
INCREASED29,09525,947+3,148+12%$1.2M$1.3M+$77.5K2026-10-28
Legacy Wealth Partners, LLC
INCREASED28,32026,954+1,366+5%$1.3M$1.3M-$4.0K2026-10-15
Norden Group LLC
NEW28,036—+28,036——$1.2M—2026-10-20
Willow Creek Wealth Management Inc.
UNCHANGED27,44027,44000%$1.3M$1.2M-$65.9K2026-10-26
Midwest Financial Group LLC
INCREASED27,29927,190+109+0%$1.3M$1.2M-$60.4K2026-10-15
Schwallier Wealth Management LLC
INCREASED25,88425,175+709+3%$1.2M$1.1M-$28.9K2026-11-05
Global Wealth Management Investment Advisory, Inc.
DECREASED25,84225,879-370%$1.2M$1.1M-$63.7K2026-11-04
Prosperity Planning, Inc.
DECREASED25,54625,617-710%$1.2M$1.1M-$64.6K2026-10-09
Compound Planning, Inc.
INCREASED24,40716,158+8,249+51%$756.4K$1.1M+$327.6K2026-11-05
Absolute Capital Management, LLC
INCREASED24,39822,392+2,006+9%$1.0M$1.1M+$35.4K2026-10-16
Chesley Taft & Associates LLC
INCREASED23,63116,831+6,800+40%$787.9K$1.0M+$261.6K2026-10-13
US Bancorp \de\
INCREASED23,45623,041+415+2%$1.1M$1.0M-$37.0K2026-11-05
Fifth Third Securities, Inc.
INCREASED22,5826,980+15,602+224%$326.8K$1.0M+$676.1K2026-10-21
Keystone Global Partners, LLC
DECREASED22,32252,490-30,168-57%$2.5M$991.3K-$1.5M2026-10-13
Brucke Financial, Inc.
NEW22,181—+22,181——$985.1K—2026-10-23
HT Partners LLC
INCREASED22,14422,023+121+1%$1.0M$983.4K-$47.5K2026-10-20
Genesis Private Wealth, LLC
INCREASED21,16220,827+335+2%$974.9K$939.8K-$35.1K2026-11-02
Balboa Wealth Partners
DECREASED21,15026,186-5,036-19%$1.2M$939.3K-$286.5K2026-10-20
Essential Planning, Llc.
DECREASED20,16221,818-1,656-8%$1.0M$895.4K-$125.9K2026-10-21
Wesbanco Bank Inc
DECREASED19,926119,161-99,235-83%$5.6M$884.9K-$4.7M2026-11-04
Apella Capital, LLC
INCREASED19,90612,871+7,035+55%$598.0K$880.2K+$282.2K2026-10-08
RFG Advisory, LLC
INCREASED19,56719,543+24+0%$914.8K$869.0K-$45.9K2026-11-03
Citizens Financial Group Inc
DECREASED19,30531,886-12,581-39%$1.5M$857.3K-$635.3K2026-10-23
Arwa LLC
INCREASED19,26917,919+1,350+8%$832.3K$860.4K+$28.1K2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED19,18222,446-3,264-15%$1.1M$851.9K-$198.8K2026-11-02
Sigma Planning Corp
DECREASED18,82620,759-1,933-9%$971.8K$836.3K-$135.5K2026-10-23
Rockland Trust Co
UNCHANGED17,80517,80500%$833.5K$790.7K-$42.7K2026-10-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED17,09817,453-355-2%$817.0K$759.3K-$57.7K2026-10-22
Level Four Advisory Services, LLC
INCREASED16,45815,717+741+5%$735.7K$730.9K-$4.8K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED15,27614,572+704+5%$682.1K$678.4K-$3.7K2026-10-08
Global Financial Private Client, LLC
DECREASED15,26117,990-2,729-15%$842.1K$677.7K-$164.4K2026-10-15
Tortoise Investment Management, LLC
INCREASED15,08114,489+592+4%$678.2K$669.7K-$8.5K2026-11-06
Ellis Investment Partners, LLC
INCREASED15,01113,224+1,787+14%$619.0K$666.7K+$47.6K2026-10-21
Ashton Thomas Securities, LLC
DECREASED14,71216,444-1,732-11%$770.1K$653.3K-$116.8K2026-10-26
Ignite Planners, LLC
DECREASED14,43514,707-272-2%$688.4K$643.2K-$45.2K2026-10-14
KOM Wealth Management Group, LLC
NEW14,173—+14,173——$629.4K—2026-10-15
Modera Wealth Management, LLC
INCREASED13,97213,707+265+2%$641.6K$620.5K-$21.1K2026-10-28
Roger Wittlin Investment Advisory, LLC
DECREASED13,94715,953-2,006-13%$746.8K$619.4K-$127.4K2026-10-19
Argyle Capital Partners, LLC
INCREASED13,83812,412+1,426+11%$581.0K$614.5K+$33.5K2026-10-23
XY Planning Network, Inc.
INCREASED13,79410,227+3,567+35%$478.7K$612.6K+$133.9K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED13,71310,027+3,686+37%$469.4K$609.0K+$139.6K2026-10-21
Altfest L J & Co Inc
INCREASED13,67213,562+110+1%$634.8K$607.2K-$27.6K2026-10-27
WT Wealth Management
INCREASED13,54011,765+1,775+15%$550.7K$601.3K+$50.6K2026-10-13
TFB Advisors LLC
INCREASED13,46912,976+493+4%$607.4K$598.2K-$9.2K2026-11-02
AdvisorNet Financial, Inc
DECREASED13,43327,392-13,959-51%$1.3M$599.8K-$682.5K2026-10-15
IVC Wealth Advisors LLC
INCREASED13,42113,142+279+2%$615.2K$596.0K-$19.2K2026-10-23
Whipplewood Advisors, LLC
NEW13,299—+13,299——$590.6K—2026-10-20
Narwhal Capital Management
NEW13,203—+13,203——$586.4K—2026-11-04
Navigation Wealth Management, Inc.
DECREASED13,17114,152-981-7%$662.5K$586.9K-$75.6K2026-11-03
Moss Adams Wealth Advisors LLC
NEW13,081—+13,081——$580.9K—2026-10-28
Brighton Jones LLC
INCREASED12,7027,968+4,734+59%$373.0K$564.1K+$191.1K2026-11-03
BAM Wealth Management, LLC
DECREASED12,52513,541-1,016-7%$633.9K$556.2K-$77.6K2026-10-15
Braun-Bostich & Associates Inc.
INCREASED11,98510,111+1,874+19%$473.3K$532.3K+$59.0K2026-10-20
Guidance Capital, Inc
INCREASED11,92811,333+595+5%$526.4K$541.9K+$15.5K2026-11-03
Axxcess Wealth Management, LLC
DECREASED11,90319,317-7,414-38%$904.2K$528.6K-$375.6K2026-10-21
Fortitude Advisory Group L.L.C.
INCREASED11,7498,811+2,938+33%$412.4K$521.8K+$109.3K2026-10-15
Koshinski Asset Management, Inc.
INCREASED11,38510,406+979+9%$487.1K$505.6K+$18.5K2026-10-29
Cambridge Advisors Inc.
UNCHANGED11,20111,20100%$524.3K$497.4K-$26.9K2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW10,723—+10,723——$476.2K—2026-10-27
Summit Global Investments
INCREASED10,69210,667+25+0%$499.0K$475-$498.5K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED10,40310,373+30+0%$485.6K$462.0K-$23.6K2026-10-13
CoreCap Advisors, LLC
INCREASED10,2435,711+4,532+79%$267.3K$454.9K+$187.6K2026-10-08
CWA Asset Management Group, LLC
NEW9,927—+9,927——$440.9K—2026-10-19
Florida Trust Wealth Management Co
INCREASED9,7798,605+1,174+14%$402.8K$434.3K+$31.5K2026-11-05
Venture Visionary Partners LLC
DECREASED9,6889,781-93-1%$457.8K$430.3K-$27.6K2026-10-07
Eagle Bay Advisors LLC
DECREASED9,60710,222-615-6%$478.5K$426.6K-$51.8K2026-10-16
Waystone Advisors LLC
UNCHANGED9,6069,60600%$449.7K$449.7K$02026-10-16
Seelaus Asset Management LLC
DECREASED9,45010,400-950-9%$486.8K$419.7K-$67.1K2026-10-14
Carnegie Investment Counsel
INCREASED9,3648,887+477+5%$416.0K$415.8K-$1412026-10-20
Trust Point Inc.
DECREASED9,22310,759-1,536-14%$503.6K$409.6K-$94.0K2026-10-27
One Advisory Partners, LLC
DECREASED9,134190,328-181,194-95%$8.9M$405.6K-$8.5M2026-10-22
United Advisor Group, LLC
INCREASED8,9237,110+1,813+26%$332.8K$396.3K+$63.4K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED8,8876,962+1,925+28%$325.9K$395.2K+$69.3K2026-10-30
Cornerstone Planning Group LLC
INCREASED8,7888,750+38+0%$403.7K$391.4K-$12.4K2026-10-16
Southland Equity Partners LLC
DECREASED8,5279,110-583-6%$426.5K$378.7K-$47.8K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED8,11321,404-13,291-62%$1.0M$360.3K-$641.6K2026-10-21
Integrity Wealth Partners, LLC
NEW8,028—+8,028——$356.5K—2026-10-14
Silver Grove Financial Group, Inc.
INCREASED7,9717,227+744+10%$338.3K$354.0K+$15.7K2026-11-05
Balefire, LLC
DECREASED7,8968,940-1,044-12%$418.5K$350.7K-$67.8K2026-10-09
IFP Advisors, Inc
INCREASED7,8467,728+118+2%$361.7K$348.4K-$13.3K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED7,5807,417+163+2%$347.2K$336.6K-$10.6K2026-10-19
Park Avenue Securities LLC
DECREASED7,5577,834-277-4%$367.0K$336-$366.7K2026-10-26
Sima Wealth Partners, LLC
DECREASED7,4227,444-220%$348.5K$329.6K-$18.8K2026-10-19
Shayne & Jacobs, LLC
DECREASED7,3447,444-100-1%$348.5K$326.1K-$22.3K2026-10-21
Stirlingshire Investments, Inc.
DECREASED7,1558,571-1,416-17%$401.2K$317.7K-$83.5K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED7,1385,205+1,933+37%$243.6K$317.0K+$73.4K2026-10-21
RCS Financial Planning, LLC
DECREASED7,08911,667-4,578-39%$546.1K$314.8K-$231.3K2026-10-14
Cassilly Financial Group LLC
UNCHANGED7,0767,07600%$331.2K$314.2K-$17.0K2026-10-07
Integrity Alliance, Llc.
DECREASED6,9847,489-505-7%$350.6K$310.2K-$40.4K2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED6,9537,066-113-2%$330.8K$308.8K-$22.0K2026-10-19
Claro Advisors Inc.
DECREASED6,94471,102-64,158-90%$3.3M$308.4K-$3.0M2026-11-02
True North Advisors, LLC
DECREASED6,8938,935-2,042-23%$418.2K$306.1K-$112.1K2026-10-22
Savant Capital, LLC
DECREASED6,8709,136-2,266-25%$427.1K$305.1K-$122.1K2026-11-06
Richardson Financial Services Inc.
INCREASED6,6876,611+76+1%$309.5K$297.0K-$12.5K2026-10-30
Emergent Wealth Advisors, LLC
DECREASED6,6567,089-433-6%$331.8K$295.6K-$36.2K2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED6,5404,522+2,018+45%$211.7K$290.4K+$78.8K2026-10-20
Patten & Patten Inc
INCREASED6,5386,305+233+4%$295.1K$290.4K-$4.8K2026-10-26
Walleye Partners, LLC
DECREASED6,3777,863-1,486-19%$368.1K$283.2K-$84.9K2026-10-13
Cultivar Capital, Inc.
DECREASED6,2056,755-550-8%$316.2K$275.6K-$40.6K2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED6,1206,12000%$286.5K$271.8K-$14.7K2026-10-15
Delta Financial Advisors LLC
UNCHANGED6,0746,07400%$284.3K$269.7K-$14.6K2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED6,0225,907+115+2%$276.5K$267.5K-$9.1K2026-11-02
Gibbs Wealth Management
NEW5,875—+5,875——$260.9K—2026-10-22
Nations Financial Group Inc,
INCREASED5,7835,660+123+2%$265.0K$256.9K-$8.1K2026-11-05
Certified Advisory Corp
DECREASED5,59417,309-11,715-68%$810.2K$248.4K-$561.8K2026-10-29
HUB Investment Partners, LLC
DECREASED5,5856,460-875-14%$302.4K$248.1K-$54.3K2026-11-03
Larson Financial Group LLC
INCREASED5,5625,494+68+1%$257.2K$247.0K-$10.2K2026-11-05
Decker Retirement Planning Inc.
INCREASED5,5024,549+953+21%$213.0K$244.3K+$31.4K2026-10-19
Barrett & Company, Inc.
DECREASED5,4605,852-392-7%$273.9K$242.5K-$31.4K2026-10-22
Spire Wealth Management
DECREASED5,3325,404-72-1%$253.0K$236.8K-$16.2K2026-10-30
Reap Financial Group, LLC
DECREASED5,2675,745-478-8%$268.9K$233.9K-$35.0K2026-11-02
One Way Holdings LLC
INCREASED5,2114,740+471+10%$221.9K$231.4K+$9.5K2026-10-29
Montis Financial, LLC
DECREASED5,1545,279-125-2%$247.1K$228.9K-$18.2K2026-11-04
Rossby Financial, LCC
INCREASED5,1424,573+569+12%$214.1K$228.4K+$14.3K2026-11-05
Yoffe Investment Management, LLC
UNCHANGED5,0515,05100%$236.4K$224.3K-$12.1K2026-11-02
Sowell Financial Services LLC
INCREASED5,0214,835+186+4%$226.3K$223.0K-$3.4K2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED4,9644,517+447+10%$211.4K$220.5K+$9.0K2026-10-16
Successful Portfolios LLC
INCREASED4,9004,860+40+1%$225.7K$216.4K-$9.3K2026-10-09
A4 Wealth Advisors LLC
DECREASED4,82140,132-35,311-88%$1.9M$214.1K-$1.7M2026-10-20
Clear Creek Financial Management, LLC
DECREASED4,7885,015-227-5%$234.8K$212.6K-$22.1K2026-10-28
Private Trust Co NA
INCREASED4,7514,476+275+6%$209.5K$211.0K+$1.5K2026-10-20
Centurion Wealth Management LLC
DECREASED4,73228,714-23,982-84%$1.3M$210.2K-$1.1M2026-10-13
Chicago Partners Investment Group LLC
NEW4,669—+4,669——$211.2K—2026-10-27
PKS Advisory Services, LLC
UNCHANGED4,5404,54000%$212.5K$212.5K$02026-10-26
Fisher Asset Management, LLC
DECREASED4,5118,197-3,686-45%$383.7K$200.3K-$183.4K2026-11-06
Clean Yield Group
UNCHANGED4,4824,48200%$209.8K$199.0K-$10.8K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED4,4603,353+1,107+33%$157.0K$198.1K+$41.1K2026-11-03
Latitude Advisors, LLC
NEW3,791—+3,791——$168.4K—2026-10-27
Raleigh Capital Management Inc.
INCREASED3,6603,628+32+1%$169.8K$162.5K-$7.3K2026-10-28
Versant Capital Management, Inc
DECREASED3,5257,612-4,087-54%$356.3K$156.5K-$199.8K2026-10-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED2,6982,69800%$126.3K$119.8K-$6.5K2026-10-07
Buck Wealth Strategies, LLC
DECREASED2,6695,743-3,074-54%$268.9K$118.5K-$150.3K2026-10-28
Jacobi Capital Management LLC
NEW2,644—+2,644——$117.4K—2026-11-05
Archer Investment Corp
INCREASED2,5652,514+51+2%$117.7K$113.9K-$3.8K2026-11-05
Parallel Advisors, LLC
INCREASED2,5442,047+497+24%$95.8K$113.0K+$17.2K2026-11-03
Rosenberg Matthew Hamilton
INCREASED2,353748+1,605+215%$35.0K$104.5K+$69.5K2026-10-05
Piscataqua Savings Bank
UNCHANGED2,2492,24900%$105.3K$99.9K-$5.4K2026-10-21
Winthrop Capital Management, LLC
UNCHANGED2,0642,06400%$97.0K$91.7K-$5.3K2026-11-05
Cape Investment Advisory, Inc.
DECREASED1,7121,847-135-7%$86.5K$76.0K-$10.4K2026-10-13
Compass Financial Management LLC
INCREASED1,5991,107+492+44%$51.8K$71.0K+$19.2K2026-10-30
SBI Securities Co., Ltd.
DECREASED1,4032,357-954-40%$110.3K$62.3K-$48.0K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,3451,34500%$62.9K$59.7K-$3.2K2026-10-28
Cullen T Bankers, Inc.
INCREASED1,2321,152+80+7%$53.9K$54.7K+$7882026-10-28
Cdkv Holdings LLC
UNCHANGED1,2221,22200%$57.2K$54.3K-$2.9K2026-10-28
Pioneer Family Office, LLC
UNCHANGED1,1401,14000%$53.4K$50.6K-$2.7K2026-10-30
Wells Financial Advisors Inc
DECREASED1,0801,153-73-6%$54.0K$48.0K-$6.0K2026-11-02
Duncker Streett & Co Inc
UNCHANGED1,0401,04000%$48.7K$46.2K-$2.5K2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED1,0281,02800%$48.1K$45.7K-$2.5K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED94294200%$44.1K$41.8K-$2.3K2026-10-27
Signature Equity Partners, LLC
INCREASED847392+455+116%$18.3K$37.6K+$19.3K2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED81381300%$38.1K$36.1K-$2.0K2026-11-02
Evolution Wealth Management Inc.
INCREASED772767+5+1%$35.9K$34.3K-$1.6K2026-10-28
Asset Dedication, LLC
INCREASED669565+104+18%$26.4K$29.7K+$3.3K2026-11-03
MilWealth Group LLC
UNCHANGED63163100%$29.5K$28.0K-$1.5K2026-11-02
Breakwater Investment Management
UNCHANGED59059000%$27.6K$26.2K-$1.4K2026-10-20
Kingdom Financial Group Llc.
INCREASED576570+6+1%$26.7K$25.6K-$1.1K2026-11-04
Golden State Wealth Management, LLC
INCREASED551546+5+1%$25.6K$24.5K-$1.0K2026-11-02
City Holding Co
UNCHANGED55055000%$25.7K$24.4K-$1.3K2026-10-19
Balentine LLC
UNCHANGED52352300%$24.5K$23.2K-$1.3K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED51751700%$24.2K$23.0K-$1.2K2026-11-02
Bangor Savings Bank
UNCHANGED50750700%$23.7K$22.5K-$1.2K2026-10-06
GK Wealth Management LLC
NEW494—+494——$21.9K—2026-10-09
Root Financial Partners, LLC
NEW479—+479——$21.3K—2026-10-21
Main Street Group, LTD
UNCHANGED46546500%$21.8K$20.7K-$1.1K2026-10-28
Edgemoor Investment Advisors, Inc.
NEW447—+447——$19.9K—2026-11-03
Citigroup Inc
INCREASED445440+5+1%$20.6K$19.8K-$8342026-11-04
Register Financial Advisors LLC
INCREASED44027+413+1530%$1.3K$19.5K+$18.3K2026-10-23
Tompkins Financial Corp
DECREASED406462-56-12%$21.6K$18.0K-$3.6K2026-10-05
Phillips Financial Management, LLC
DECREASED40556,321-55,916-99%$2.6M$18.0K-$2.6M2026-10-19
Lodestone Wealth Management LLC
INCREASED371367+4+1%$17.2K$16.5K-$7052026-10-14
Ascentis Independent Advisors
NEW364—+364——$16.3K—2026-11-03
Parkside Financial Bank & Trust
INCREASED363362+1+0%$17.0K$16.1K-$8662026-10-27
Westside Investment Management, Inc.
UNCHANGED36336300%$17.0K$16.1K-$8712026-11-02
Transce3nd, LLC
INCREASED34255+287+522%$2.6K$15.3K+$12.8K2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED33233200%$15.5K$14.7K-$7972026-10-16
Three Bridge Wealth Advisors, LLC
NEW304—+304——$13.5K—2026-11-05
United Community Bank
UNCHANGED30330300%$14.2K$13.5K-$7272026-10-28
Harbor Investment Advisory, LLC
INCREASED280152+128+84%$7.1K$12.4K+$5.3K2026-10-13
EPG Wealth Management LLC
INCREASED274163+111+68%$7.6K$12.2K+$4.5K2026-11-03
Nova Financial LLC
NEW250—+250——$11.1K—2026-11-04
Trust Co of Toledo NA
UNCHANGED24924900%$11.7K$11.1K-$5982026-10-16
Eastern Bank
UNCHANGED22522500%$10.5K$10.0K-$5402026-10-05
Clark Wealth Partners
UNCHANGED21621600%$10.1K$9.6K-$5182026-10-19
Valley Wealth Managers, Inc.
DECREASED206218-12-5%$10.2K$9.1K-$1.1K2026-10-09
Inspire Investing, LLC
UNCHANGED18718700%$8.8K$8.3K-$4482026-10-22
Elevation Wealth Partners, LLC
UNCHANGED17317300%$8.1K$7.7K-$4162026-10-07
Bfsg, LLC
UNCHANGED16516500%$7.7K$7.3K-$3962026-10-30
Rydar Equities, Inc.
NEW164—+164——$7.3K—2026-10-13
Hoese & Co LLP
UNCHANGED16216200%$7.6K$7.2K-$3912026-10-21
North Star Investment Management Corp.
UNCHANGED16016000%$7.5K$7.1K-$3842026-10-27
WPG Advisers, LLC
INCREASED15445+109+242%$2.1K$6.8K+$4.7K2026-10-27
Reicon Wealth Advisors, LLC
DECREASED150241-91-38%$11.3K$6.7K-$4.6K2026-11-04
Avion Wealth
UNCHANGED10710700%$5.0K$4-$5.0K2026-11-04
Signaturefd, LLC
DECREASED91432-341-79%$20.2K$4.0K-$16.2K2026-10-23
Gilpin Wealth Management, LLC
NEW89—+89——$4.0K—2026-10-09
AlphaCore Capital LLC
UNCHANGED838300%$3.9K$3.7K-$1992026-11-04
Nvest Wealth Strategies, Inc.
NEW81—+81——$3.6K—2026-10-14
Networth Advisors, LLC
INCREASED8180+1+1%$3.8K$3.6K-$1542026-11-03
Blueline Advisors LLC
DECREASED79291-212-73%$13.6K$3.5K-$10.1K2026-10-15
Realta Investment Advisors
UNCHANGED787800%$3.7K$3.5K-$1872026-10-14
Montgomery Financial Services LLC
NEW72—+72——$3.2K—2026-11-03
Albion Financial Group
UNCHANGED727200%$3.4K$3.2K-$1732026-10-21
Key FInancial Inc
UNCHANGED686800%$3.2K$3.0K-$1632026-11-02
Lloyd Advisory Services, Llc.
UNCHANGED636300%$2.9K$2.8K-$1462026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED636300%$3$3$02026-10-27
Wilmington Savings Fund Society, FSB
NEW57—+57——$2.5K—2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED555500%$2.6K$2.4K-$1322026-10-16
Biltmore Family Office, LLC
UNCHANGED525200%$2.4K$2.3K-$1252026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED474700%$2.2K$2.1K-$1132026-10-19
Salomon & Ludwin, LLC
UNCHANGED424200%$2.0K$1.9K-$912026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED383800%$1.8K$1.7K-$912026-10-26
CX Institutional
UNCHANGED363600%$2$2$02026-10-02
Wolff Wiese Magana LLC
DECREASED32155-123-79%$7.3K$1.4K-$5.8K2026-10-15
Birchbrook, Inc.
UNCHANGED303000%$1.4K$1.3K-$722026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED303000%$1.4K$1.3K-$722026-10-23
Oakworth Capital, Inc.
UNCHANGED272700%$1.3K$1.2K-$582026-10-26
Team Financial Group, LLC
NEW26—+26——$1.2K—2026-10-30
Clayton Financial Group LLC
NEW25—+25——$1.1K—2026-10-13
Trust Co of Vermont
NEW23—+23——$1.0K—2026-10-21
Birchwood Financial Partners, Inc.
NEW23—+23——$1.0K—2026-11-02
Nemes Rush Group LLC
UNCHANGED212100%$983$933-$502026-11-04
Creative Financial Designs Inc
NEW18—+18——$799—2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED181800%$843$800-$432026-11-03
Affinity Wealth LLC
NEW14—+14——$633—2026-11-03
Abound Wealth Management
NEW12—+12——$537—2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED111100%$473$449-$242026-10-07
Garde Capital, Inc.
CLOSED01,020,835-1,020,835-100%$47.8M$0-$47.8M2026-10-29
New York Life Investment Management LLC
CLOSED0116,908-116,908-100%$5.5M$0-$5.5M2026-11-04
Collaborative Fund Advisors, LLC
CLOSED051,651-51,651-100%$2.4M$0-$2.4M2026-11-02
AXS Investments LLC
CLOSED036,522-36,522-100%$1.7M$0-$1.7M2026-11-04
Columbia Advisory Partners LLC
CLOSED07,790-7,790-100%$364.7K$0-$364.7K2026-10-15
Unique Wealth, LLC
CLOSED07,772-7,772-100%$363.8K$0-$363.8K2026-10-16
Atlatl Advisers LLC
CLOSED07,572-7,572-100%$354.4K$0-$354.4K2026-10-22
World Equity Group, Inc.
CLOSED07,210-7,210-100%$337.5K$0-$337.5K2026-10-14
Flywheel Private Wealth LLC
CLOSED07,200-7,200-100%$337.0K$0-$337.0K2026-11-02
Econ Financial Services Corp
CLOSED07,152-7,152-100%$334.8K$0-$334.8K2026-10-19
Schmidt P J Investment Management Inc
CLOSED06,206-6,206-100%$290.5K$0-$290.5K2026-11-02
GC Wealth Management RIA, LLC
CLOSED05,880-5,880-100%$275.2K$0-$275.2K2026-11-02
Hardworking Capital Advisors, LLC
CLOSED05,627-5,627-100%$263.4K$0-$263.4K2026-10-20
Financial Life Advisors
CLOSED05,562-5,562-100%$260.4K$0-$260.4K2026-10-14
21 West Wealth Management LLC
CLOSED05,347-5,347-100%$250.3K$0-$250.3K2026-10-13
Merited Wealth, LLC
CLOSED05,079-5,079-100%$237.7K$0-$237.7K2026-10-13
Carter Financial Group, Inc.
CLOSED04,893-4,893-100%$229.0K$0-$229.0K2026-10-21
Flagship Harbor Advisors, LLC
CLOSED04,813-4,813-100%$225.3K$0-$225.3K2026-10-26
Oregon Pacific Wealth Management, LLC
CLOSED04,598-4,598-100%$215.2K$0-$215.2K2026-10-20
Verus Capital Partners, LLC
CLOSED04,392-4,392-100%$205.6K$0-$205.6K2026-11-03
Moneco Advisors, LLC
CLOSED04,347-4,347-100%$203.5K$0-$203.5K2026-11-05
Ironwood Wealth Management, Llc.
CLOSED03,765-3,765-100%$176.2K$0-$176.2K2026-10-28
International Assets Investment Management, LLC
CLOSED03,743-3,743-100%$174.4K$0-$174.4K2026-11-02
Tucker Asset Management LLC
CLOSED02,463-2,463-100%$115.3K$0-$115.3K2026-10-29
Solstein Capital, LLC
CLOSED02,189-2,189-100%$102.5K$0-$102.5K2026-11-02
NBT Bank, N.A.
CLOSED0985-985-100%$46.1K$0-$46.1K2026-10-21
First Premier Bank
CLOSED0470-470-100%$22$0-$222026-10-13
SYM Financial Corp
CLOSED0467-467-100%$21.9K$0-$21.9K2026-10-26
Ares Financial Consulting, LLC
CLOSED0275-275-100%$12.9K$0-$12.9K2026-10-19
Beacon Investment Advisory Services, Inc.
CLOSED099-99-100%$4.6K$0-$4.6K2026-10-13
Salem Investment Counselors Inc
CLOSED073-73-100%$3.4K$0-$3.4K2026-10-13
Smallwood Wealth Investment Management, LLC
CLOSED010-10-100%$468$0-$4682026-10-30
Creative Capital Management Investments LLC
CLOSED08-8-100%$374$0-$3742026-10-28
Mosley Wealth Management
CLOSED05-5-100%$234$0-$2342026-10-16
Bear Mountain Capital, Inc.
CLOSED02-2-100%$93$0-$932026-11-04
Kozak & Associates, Inc.
CLOSED000—$23$0-$232026-10-29
Horizon Financial Services, LLC
DECREASED029-29-100%$1.4K$0-$1.4K2026-11-04
Bank of America Corp
N/A—58,928,194-58,928,194-100%$2.8B———
Envestnet Asset Management Inc
N/A—28,250,812-28,250,812-100%$1.3B———
JPMorgan Chase & Co
N/A—26,485,779-26,485,779-100%$1.2B———
Stifel Financial Corp
N/A—10,216,170-10,216,170-100%$478.2M———
Wells Fargo & Company
N/A—9,746,512-9,746,512-100%$456.2M———
Raymond James Financial Inc
N/A—6,905,111-6,905,111-100%$323.2M———
LPL Financial LLC
N/A—6,295,640-6,295,640-100%$294.7M———
Morgan Stanley
N/A—5,492,517-5,492,517-100%$257.1M———
Ameriprise Financial Inc
N/A—5,108,101-5,108,101-100%$239.0M———
UBS Group AG
N/A—4,833,728-4,833,728-100%$226.3M———
Lincoln National Corp
N/A—3,880,622-3,880,622-100%$181.7M———
Charles Schwab Investment Management Inc
N/A—2,500,178-2,500,178-100%$117.0M———
Focus Partners Wealth
N/A—2,422,537-2,422,537-100%$113.4M———
Goldman Sachs Group Inc
N/A—2,166,152-2,166,152-100%$101.4M———
Royal Bank of Canada
N/A—1,886,157-1,886,157-100%$88.3M———
Valmark Advisers, Inc.
N/A—1,779,883-1,779,883-100%$83.3M———
Alesco Advisors, LLC, An ESL Co
N/A—1,703,018-1,703,018-100%$79.7M———
Ally Invest Advisors Inc.
N/A—1,520,621-1,520,621-100%$71.2M———
Castleark Management LLC
N/A—1,487,800-1,487,800-100%$69.6M———
Financial Engines Advisors L.L.C.
N/A—1,399,365-1,399,365-100%$65.5M———
Cetera Investment Advisers
N/A—1,300,292-1,300,292-100%$60.9M———
HighTower Advisors, LLC
N/A—1,295,464-1,295,464-100%$60.6M———
EP Wealth Advisors, LLC
N/A—1,148,037-1,148,037-100%$53.7M———
Janney Montgomery Scott LLC
N/A—1,012,323-1,012,323-100%$47.4M———
NorthRock Partners, LLC
N/A—970,465-970,465-100%$45.4M———
Bank of Hawaii
N/A—936,753-936,753-100%$43.8M———
Osaic Holdings, Inc.
N/A—914,540-914,540-100%$42.8M———
Manning & Napier Advisors LLC
N/A—836,947-836,947-100%$39.3M———
1832 Asset Management L.P.
N/A—821,240-821,240-100%$38.4M———
Rockefeller Capital Management L.P.
N/A—816,589-816,589-100%$38.2M———
Orion Porfolio Solutions, LLC
N/A—807,948-807,948-100%$37.8M———
UBS Asset Management Americas LLC
N/A—760,848-760,848-100%$35.6M———
Envestnet Portfolio Solutions, Inc.
N/A—742,284-742,284-100%$34.7M———
Goodman Financial Corp
N/A—732,842-732,842-100%$34.3M———
Syon Capital LLC
N/A—698,411-698,411-100%$32.7M———
First Financial Bankshares Inc
N/A—697,422-697,422-100%$32.6M———
Bartlett & Co. Wealth Management LLC
N/A—681,746-681,746-100%$31.9M———
HBK Sorce Advisory LLC
N/A—669,524-669,524-100%$30.9M———
Pathstone Holdings, LLC
N/A—562,991-562,991-100%$26.4M———
MML Investors Services, LLC
N/A—544,568-544,568-100%$25.5M———
1607 Capital Partners, LLC
N/A—530,080-530,080-100%$24.8M———
Victory Capital Management Inc
N/A—525,552-525,552-100%$24.6M———
Savvy Advisors, Inc.
N/A—522,340-522,340-100%$24.5M———
ST Germain D J Co Inc
N/A—494,591-494,591-100%$23.2M———
Jaffetilchin Investment Partners, LLC
N/A—470,129-470,129-100%$22.0M———
Zurich Insurance Group Ltd
N/A—467,648-467,648-100%$21.9M———
Proffitt & Goodson Inc
N/A—465,598-465,598-100%$21.8M———
CreativeOne Wealth, LLC
N/A—464,458-464,458-100%$21.7M———
Alliancebernstein L.P.
N/A—422,983-422,983-100%$19.9M———
Strategic Investment Advisors / MI
N/A—405,224-405,224-100%$19.0M———
Rialto Wealth Management, LLC
N/A—396,019-396,019-100%$18.5M———
MA Private Wealth
N/A—387,032-387,032-100%$18.1M———
Zevin Asset Management LLC
N/A—349,217-349,217-100%$16.3M———
Windward Private Wealth Management Inc.
N/A—345,088-345,088-100%$16.2M———
NewEdge Advisors, LLC
N/A—339,899-339,899-100%$15.9M———
Federated Hermes, Inc.
N/A—338,547-338,547-100%$15.8M———
Staley Capital Advisers Inc
N/A—332,625-332,625-100%$15.6M———
Vectors Research Management, LLC
N/A—320,040-320,040-100%$15.0M———
Betterment LLC
N/A—318,938-318,938-100%$14.9M———
FLC Capital Advisors
N/A—307,701-307,701-100%$14.4M———
Beacon Pointe Advisors, LLC
N/A—288,722-288,722-100%$13.5M———
First American Trust, FSB
N/A—278,761-278,761-100%$13.0M———
Modern Wealth Management, LLC
N/A—272,711-272,711-100%$12.8M———
Mutual Advisors, LLC
N/A—257,677-257,677-100%$12.1M———
Cerity Partners LLC
N/A—239,524-239,524-100%$11.2M———
&partners
N/A—234,343-234,343-100%$11.0M———
Bessemer Group Inc
N/A—230,300-230,300-100%$10.8M———
OneAscent Financial Services LLC
N/A—225,706-225,706-100%$10.6M———
Mercer Global Advisors Inc
N/A—200,962-200,962-100%$9.4M———
Sanctuary Advisors, LLC
N/A—197,414-197,414-100%$9.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—194,013-194,013-100%$9.1M———
Zacks Investment Management
N/A—186,205-186,205-100%$8.7M———
Northwestern Mutual Wealth Management Co
N/A—184,300-184,300-100%$8.6M———
Smartleaf Asset Management LLC
N/A—183,726-183,726-100%$8.6M———
Sovereign Investment Advisors, LLC
N/A—173,909-173,909-100%$8.1M———
Vident Advisory, LLC
N/A—171,111-171,111-100%$8.0M———
Arrowroot Family Office, LLC
N/A—165,388-165,388-100%$7.7M———
EFG International AG
N/A—159,767-159,767-100%$7.5M———
Hilltop Partners LLC
N/A—155,925-155,925-100%$7.3M———
Planwiser Financial, LLC
N/A—146,485-146,485-100%$6.9M———
Centennial Bank
N/A—144,350-144,350-100%$6.8M———
GeoWealth Management, LLC
N/A—144,337-144,337-100%$6.8M———
Susquehanna International Group, LLP
N/A—141,706-141,706-100%$6.6M———
World Investment Advisors
N/A—135,377-135,377-100%$6.3M———
Sovereign Financial Group, Inc.
N/A—134,927-134,927-100%$6.3M———
DiPaolo Financial Group, Inc.
N/A—129,184-129,184-100%$6.0M———
Harbour Investments, Inc.
N/A—126,188-126,188-100%$5.9M———
Chandler Asset Management, Inc.
N/A—125,475-125,475-100%$5.9M———
HSBC Holdings PLC
N/A—123,808-123,808-100%$5.8M———
Finhabits Advisors LLC
N/A—117,741-117,741-100%$5.5M———
Financial Gravity Companies, Inc.
N/A—114,456-114,456-100%$5.4M———
NewSquare Capital LLC
N/A—112,708-112,708-100%$5.3M———
Vestmark Advisory Solutions, Inc.
N/A—111,090-111,090-100%$5.2M———
Integrated Wealth Concepts LLC
N/A—107,644-107,644-100%$5.0M———
OneAscent Investment Solutions LLC
N/A—106,272-106,272-100%$5.0M———
Financial Plan, Inc.
N/A—103,640-103,640-100%$4.9M———
Captrust Financial Advisors
N/A—93,763-93,763-100%$4.4M———
Jones Financial Companies Lllp
N/A—89,091-89,091-100%$4.2M———
Principal Securities, Inc.
N/A—88,920-88,920-100%$4.2M———
SEI Investments Co
N/A—86,467-86,467-100%$4.0M———
Gould Asset Management LLC
N/A—85,270-85,270-100%$4.0M———
Cornerstone Financial Management LLC
N/A—84,458-84,458-100%$4.0M———
Checchi Capital Advisers, LLC
N/A—81,511-81,511-100%$3.8M———
Capital Investment Management, Inc.
N/A—81,279-81,279-100%$3.8M———
Foundations Investment Advisors, LLC
N/A—80,357-80,357-100%$3.8M———
Bragg Financial Advisors, Inc
N/A—79,225-79,225-100%$3.7M———
Mariner, LLC
N/A—78,556-78,556-100%$3.7M———
Rockbridge Investment Management, LCC
N/A—77,144-77,144-100%$3.6M———
Strategic Financial Partners, Ltd.
N/A—71,959-71,959-100%$3.4M———
Sequoia Financial Advisors, LLC
N/A—70,501-70,501-100%$3.3M———
Advisory Services Network, LLC
N/A—69,991-69,991-100%$3.3M———
Hirtle & Co., LLC
N/A—67,313-67,313-100%$3.2M———
Ballast Advisors LLC
N/A—67,166-67,166-100%$3.1M———
Common Fund for Nonprofit Organizations
N/A—63,833-63,833-100%$3.0M———
Stephens Inc
N/A—63,745-63,745-100%$3.0M———
Composition Wealth, LLC
N/A—63,219-63,219-100%$3.0M———
Waverly Advisors, LLC
N/A—59,864-59,864-100%$2.8M———
Fort Point Capital Partners LLC
N/A—59,063-59,063-100%$2.8M———
Continental Investors Services, Inc.
N/A—57,907-57,907-100%$2.7M———
WFA of San Diego, LLC
N/A—57,319-57,319-100%$2.7M———
AE Wealth Management LLC
N/A—57,018-57,018-100%$2.7M———
Liberty One Investment Management, LLC
N/A—56,494-56,494-100%$2.6M———
Gateway Wealth Partners, LLC
N/A—56,405-56,405-100%$2.6M———
Hopwood Nicholas Hunter
N/A—54,870-54,870-100%$2.6M———
Equitable Holdings, Inc.
N/A—53,142-53,142-100%$2.5M———
Leavell Investment Management, Inc.
N/A—50,662-50,662-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—49,821-49,821-100%$2.3M———
Capital Analysts, LLC
N/A—48,013-48,013-100%$2.2M———
Veridan Wealth LLC
N/A—47,901-47,901-100%$2.2M———
CacheTech Inc.
N/A—46,903-46,903-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—46,796-46,796-100%$2.2M———
Private Advisor Group, LLC
N/A—45,342-45,342-100%$2.1M———
Western Wealth Management, LLC
N/A—43,341-43,341-100%$2.0M———
Baird Financial Group, Inc.
N/A—43,145-43,145-100%$2.0M———
AlTi Global, Inc.
N/A—42,562-42,562-100%$2.0M———
Petra Financial Advisors Inc
N/A—41,420-41,420-100%$1.9M———
Adams Wealth Management
N/A—39,998-39,998-100%$1.9M———
Regal Investment Advisors LLC
N/A—39,987-39,987-100%$1.9M———
Inspire Advisors, LLC
N/A—38,001-38,001-100%$1.8M———
Arax Advisory Partners
N/A—37,289-37,289-100%$1.7M———
Lazard Asset Management LLC
N/A—36,794-36,794-100%$1.7M———
Hancock Whitney Corp
N/A—36,447-36,447-100%$1.7M———
Oakmont Advisory Group, LLC
N/A—36,162-36,162-100%$1.7M———
Westfuller Advisors, LLC
N/A—33,553-33,553-100%$1.6M———
Manufacturers Life Insurance Company, the
N/A—33,000-33,000-100%$1.5M———
Bank of Montreal
N/A—32,608-32,608-100%$1.5M———
Farringdon Capital, Ltd.
N/A—30,504-30,504-100%$1.4M———
Global Retirement Partners, LLC
N/A—29,957-29,957-100%$1.4M———
Summit Wealth Group, LLC
N/A—29,528-29,528-100%$1.4M———
Commerce Bank
N/A—28,548-28,548-100%$1.3M———
FSB Premier Wealth Management, Inc.
N/A—28,123-28,123-100%$1.3M———
Noble Wealth Partners LLC
N/A—27,482-27,482-100%$1.3M———
Guggenheim Capital LLC
N/A—27,169-27,169-100%$1.3M———
Entruity Wealth, LLC
N/A—26,875-26,875-100%$1.3M———
FMR LLC
N/A—26,842-26,842-100%$1.3M———
Talon Private Wealth, LLC
N/A—26,744-26,744-100%$1.3M———
Geneos Wealth Management Inc.
N/A—25,351-25,351-100%$1.2M———
Coppell Advisory Solutions LLC
N/A—24,649-24,649-100%$761.0K———
Keating Financial Advisory Services, Inc.
N/A—24,373-24,373-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—24,286-24,286-100%$1.1M———
Edgestream Partners, L.P.
N/A—23,627-23,627-100%$1.1M———
BFC Planning, Inc.
N/A—23,506-23,506-100%$1.1M———
Rothschild Wealth LLC
N/A—23,233-23,233-100%$1.1M———
Kovack Advisors, Inc.
N/A—23,132-23,132-100%$1.1M———
Crabel Capital Management, LLC
N/A—22,709-22,709-100%$1.1M———
LifePlan Investment Advisors, Inc.
N/A—22,052-22,052-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—21,024-21,024-100%$984.1K———
MAI Capital Management
N/A—19,873-19,873-100%$930.3K———
CFO4Life Group, LLC
N/A—19,501-19,501-100%$912.8K———
Great Valley Advisor Group, Inc.
N/A—19,086-19,086-100%$893.5K———
Ameritas Advisory Services, LLC
N/A—18,800-18,800-100%$880.0K———
Saranac Partners Ltd
N/A—18,203-18,203-100%$852.1K———
Banque Transatlantique SA
N/A—18,182-18,182-100%$851.1K———
BNP Paribas Financial Markets
N/A—17,709-17,709-100%$829.0K———
Arete Wealth Advisors, LLC
N/A—17,259-17,259-100%$807.9K———
Gotham Asset Management, LLC
N/A—16,765-16,765-100%$784.8K———
Hexagon Capital Partners LLC
N/A—16,524-16,524-100%$773.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,417-16,417-100%$768.5K———
Fairlight Advisors
N/A—16,283-16,283-100%$762.2K———
Advyzon Investment Management, LLC
N/A—16,262-16,262-100%$761.2K———
Avise Financial Cooperative, Inc.
N/A—16,082-16,082-100%$752.8K———
Transamerica Financial Advisors, LLC
N/A—15,995-15,995-100%$748.8K———
Alteri Wealth LLC
N/A—15,519-15,519-100%$726.4K———
Advisory Alpha, LLC
N/A—14,986-14,986-100%$702.8K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—14,981-14,981-100%$701.3K———
Proactive Wealth Strategies LLC
N/A—14,118-14,118-100%$660.9K———
RWA Wealth Partners, LLC
N/A—13,600-13,600-100%$636.6K———
Trivium Point Advisory, LLC
N/A—13,423-13,423-100%$628.3K———
Independent Advisor Alliance
N/A—13,366-13,366-100%$625.6K———
Northern Trust Corp
N/A—13,274-13,274-100%$621.4K———
NI Acquisitions Company, LLC
N/A—13,240-13,240-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—12,864-12,864-100%$602.1K———
Summit Financial, LLC
N/A—12,856-12,856-100%$601.8K———
Quantinno Capital Management LP
N/A—12,852-12,852-100%$601.6K———
Benjamin Edwards Inc
N/A—12,836-12,836-100%$600.8K———
Quadrature Capital Ltd
N/A—12,569-12,569-100%$588.4K———
Jacobs Equity LLC
N/A—12,558-12,558-100%$587.8K———
Disciplined Investments, LLC
N/A—12,074-12,074-100%$565.2K———
Faithward Advisors, LLC
N/A—11,977-11,977-100%$560.6K———
CIBC Bancorp USA Inc.
N/A—11,922-11,922-100%$558.1K———
Potomac Fund Management Inc
N/A—11,837-11,837-100%$554.1K———
AQR Capital Management LLC
N/A—11,816-11,816-100%$553.1K———
Cresset Asset Management, LLC
N/A—11,482-11,482-100%$537.5K———
Maripau Wealth Management LLC
N/A—11,250-11,250-100%$526.6K———
Ausdal Financial Partners, Inc.
N/A—11,042-11,042-100%$516.9K———
Moors & Cabot, Inc.
N/A—10,314-10,314-100%$482.8K———
Meridian Wealth Partners, LLC
N/A—10,022-10,022-100%$469.1K———
Gladstone Institutional Advisory LLC
N/A—9,798-9,798-100%$458.6K———
M1 Capital Management LLC
N/A—9,485-9,485-100%$444.0K———
WNY Asset Management, LLC
N/A—9,400-9,400-100%$440.0K———
Pacific Financial Group Inc
N/A—9,125-9,125-100%$427.1K———
Whittier Trust Co
N/A—9,061-9,061-100%$422.4K———
Northstar Advisory Group, LLC
N/A—8,796-8,796-100%$411.7K———
Argent Trust Co
N/A—8,667-8,667-100%$405.7K———
Nwam LLC
N/A—8,346-8,346-100%$390.7K———
Steelhead Wealth Management LLC
N/A—8,223-8,223-100%$384.0K———
Centaurus Financial, Inc.
N/A—8,065-8,065-100%$378.0K———
Boyd Watterson Asset Management LLC
N/A—8,053-8,053-100%$377.0K———
UMB Bank, n.a.
N/A—7,929-7,929-100%$371.2K———
VestGen Investment Management
N/A—7,716-7,716-100%$361.2K———
Rehmann Capital Advisory Group
N/A—7,705-7,705-100%$360.7K———
Fiduciary Financial Advisors
N/A—7,698-7,698-100%$360.4K———
Sequent Planning LLC
N/A—7,656-7,656-100%$358.4K———
Seeds Investor LLC
N/A—7,603-7,603-100%$355.9K———
Flputnam Investment Management Co
N/A—7,592-7,592-100%$355.4K———
Ponta Wealth Partners, LLC
N/A—7,196-7,196-100%$336.8K———
Brown Advisory Inc
N/A—7,071-7,071-100%$331.0K———
Snowden Capital Advisors LLC
N/A—6,937-6,937-100%$324.7K———
West Michigan Advisors, LLC
N/A—6,841-6,841-100%$320.2K———
Two Sigma Securities, LLC
N/A—6,831-6,831-100%$319.8K———
Franklin Resources Inc
N/A—6,782-6,782-100%$317.5K———
Stratos Wealth Advisors, LLC
N/A—6,640-6,640-100%$310.8K———
Pure Financial Advisors, LLC
N/A—6,529-6,529-100%$305.6K———
Legacy Edge Advisors, LLC
N/A—6,002-6,002-100%$281.0K———
Nomura Asset Management Co LTD
N/A—5,500-5,500-100%$257.5K———
Belpointe Asset Management LLC
N/A—5,471-5,471-100%$256.1K———
Wealthfront Advisers LLC
N/A—5,376-5,376-100%$251.7K———
Axis Wealth Partners, LLC
N/A—5,358-5,358-100%$250.8K———
Vantage Point Financial LLC
N/A—5,318-5,318-100%$248.9K———
Silver OAK Securities, Incorporated
N/A—5,309-5,309-100%$248.5K———
Wealthspire Retirement, LLC
N/A—5,200-5,200-100%$243.4K———
Redwood Investment Management, LLC
N/A—5,100-5,100-100%$239.0K———
Elite Life Management LLC
N/A—5,040-5,040-100%$232.9K———
Pinnacle Financial Partners, Inc.
N/A—4,992-4,992-100%$233.7K———
Capital Asset Managemnet, LLC
N/A—4,920-4,920-100%$230.3K———
Freedom Investment Management, Inc.
N/A—4,792-4,792-100%$224.3K———
Wealthspire Advisors, LLC
N/A—4,792-4,792-100%$224.3K———
Phoenix Financial Ltd.
N/A—4,787-4,787-100%$224.1K———
Insigneo Advisory Services, LLC
N/A—4,758-4,758-100%$222.7K———
FSA Advisors, Inc.
N/A—4,668-4,668-100%$218.5K———
Strive Financial Group,LLC
N/A—4,617-4,617-100%$216.1K———
Strategic Wealth Partners, Ltd.
N/A—4,538-4,538-100%$212.4K———
Caitlin John, LLC
N/A—4,477-4,477-100%$209.6K———
Liberty Wealth Management LLC
N/A—4,432-4,432-100%$208.1K———
IFG Advisory, LLC
N/A—4,321-4,321-100%$202.3K———
Thompson David Blair
N/A—4,311-4,311-100%$201.8K———
Nicolet Bankshares Inc
N/A—4,308-4,308-100%$200.8K———
Aptus Capital Advisors, LLC
N/A—3,876-3,876-100%$181.4K———
Kerr Financial Planning Corp
N/A—3,872-3,872-100%$181.2K———
Atlantic Union Bankshares Corp
N/A—3,587-3,587-100%$167.9K———
Atomic Invest LLC
N/A—3,266-3,266-100%$153.6K———
Advisors Asset Management, Inc.
N/A—3,260-3,260-100%$152.6K———
Imprint Wealth LLC
N/A—3,098-3,098-100%$145.0K———
Continuum Advisory, LLC
N/A—3,089-3,089-100%$144.6K———
Cardiff Park Advisors, LLC
N/A—2,931-2,931-100%$137.2K———
Rogco, LP
N/A—2,288-2,288-100%$107.1K———
Blair William & Co
N/A—2,266-2,266-100%$106.1K———
Richard W. Paul & Associates, LLC
N/A—2,253-2,253-100%$105.5K———
IMA Advisory Services, Inc.
N/A—2,246-2,246-100%$105.1K———
Institute for Wealth Management, Llc.
N/A—2,029-2,029-100%$95.0K———
Front Row Advisors LLC
N/A—2,000-2,000-100%$92.2K———
Synergy Investment Management, LLC
N/A—1,854-1,854-100%$86.8K———
Kilter Group LLC
N/A—1,804-1,804-100%$84.4K———
Tiaa Trust, National Association
N/A—1,748-1,748-100%$81.8K———
FAS Wealth Partners, Inc.
N/A—1,647-1,647-100%$77.1K———
National Bank of Canada
N/A—1,465-1,465-100%$68.5K———
Dunhill Financial, LLC
N/A—1,118-1,118-100%$52.3K———
Founders Financial Alliance, LLC
N/A—1,028-1,028-100%$48.1K———
Huntington National Bank
N/A—983-983-100%$46.0K———
Millstone Evans Group, LLC
N/A—829-829-100%$38.8K———
Truvestments Capital LLC
N/A—693-693-100%$31.1K———
Wellington-Altus USA Inc.
N/A—605-605-100%$28.4K———
Tiaa Wealth Investment Management LLC
N/A—578-578-100%$27.2K———
Glen Eagle Advisors, LLC
N/A—530-530-100%$24.8K———
Bard Associates Inc
N/A—510-510-100%$23.9K———
LRI Investments, LLC
N/A—509-509-100%$23.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—485-485-100%$22.7K———
SOA Wealth Advisors, Llc.
N/A—465-465-100%$21.8K———
ESL Trust Services, LLC
N/A—429-429-100%$20.1K———
Colonial Trust Co / SC
N/A—403-403-100%$18.9K———
Lowe Brockenbrough & Co Inc
N/A—399-399-100%$18.7K———
Napier Financial, LLC
N/A—373-373-100%$17.4K———
Anchor Investment Management, LLC
N/A—371-371-100%$17.4K———
Frazier Financial Advisors, LLC
N/A—361-361-100%$16.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—335-335-100%$15.7K———
Godfrey Financial Associates, Inc.
N/A—324-324-100%$15.2K———
Brown Brothers Harriman & Co
N/A—305-305-100%$14.3K———
Mark Sheptoff Financial Planning, LLC
N/A—278-278-100%$13.0K———
WealthShield Partners, LLC
N/A—254-254-100%$11.9K———
Harborfront Financial Group LLC
N/A—210-210-100%$9.8K———
Fourth Dimension Wealth, LLC
N/A—171-171-100%$8.0K———
Prosperity Bancshares Inc
N/A—169-169-100%$7.9K———
Mcguire Capital Advisors Inc
N/A—156-156-100%$7.3K———
Nova Wealth Management, Inc.
N/A—131-131-100%$6.1K———
Hantz Financial Services, Inc.
N/A—130-130-100%$6———
Tidemark, LLC
N/A—108-108-100%$5.1K———
Wiser Advisor Group LLC
N/A—107-107-100%$5.0K———
Toews Corp
N/A—102-102-100%$4.8K———
Crews Bank & Trust
N/A—100-100-100%$4.7K———
Cordant, Inc.
N/A—96-96-100%$4.5K———
Rothschild Investment LLC
N/A—81-81-100%$3.8K———
Ameriflex Group, Inc.
N/A—70-70-100%$3.3K———
N.E.W. Advisory Services LLC
N/A—62-62-100%$2.9K———
Bogart Wealth, LLC
N/A—60-60-100%$2.8K———
Elequin Capital, LP
N/A—42-42-100%$2.0K———
Medallion Wealth Advisors, LLC
N/A—33-33-100%$1.6K———
HM Payson & Co
N/A—32-32-100%$1.5K———
Vision Retirement, LLC
N/A—26-26-100%$1.2K———
Motco
N/A—24-24-100%$1.1K———
Morris Financial Concepts, Inc.
N/A—21-21-100%$983———
Mpwm Advisory Solutions, LLC
N/A—6-6-100%$286———
Russell Investments Group, Ltd.
N/A—6-6-100%$281———
HighMark Wealth Management LLC
N/A—5-5-100%$220———
Cbiz Investment Advisory Services, LLC
N/A—1-1-100%$26———
Luminist Capital LLC
N/A—00—$4.5K———
Boreal Capital Management LLC
N/A—00—$18.7K———
Darwin Wealth Management, LLC
N/A—00—$28———
Showing 759 of 759 institutions