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Vanguard Long-Term Treasury (VGLT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cassaday & Co Wealth Management LLC
INCREASED
Shares4,596,950 from 4,001,465
Change+595,485 (+15%)
Value$230.5M (+$9.7M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares2,579,689 from 2,526,797
Change+52,892 (+2%)
Value$129.3M (-$10.1M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,945,415 from 1,941,156
Change+4,259 (+0%)
Value$97.5M (-$9.6M)
Filed 2026-11-03
Rainwater Charitable Foundation
INCREASED
Shares1,262,702 from 1,071,104
Change+191,598 (+18%)
Value$63.3M (+$4.2M)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares1,100,915 from 967,464
Change+133,451 (+14%)
Value$55.2M (+$1.8M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares1,039,525 from 1,006,941
Change+32,584 (+3%)
Value$52.1M (-$3.4M)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares965,398 from 843,868
Change+121,530 (+14%)
Value$48.4M (+$1.8M)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares907,965 from 696,801
Change+211,164 (+30%)
Value$45.5M (+$7.1M)
Filed 2026-11-04
Forum Financial Management, LP
INCREASED
Shares839,681 from 698,517
Change+141,164 (+20%)
Value$42.1M (+$3.6M)
Filed 2026-10-16
Barry Investment Advisors, LLC
INCREASED
Shares782,577 from 752,013
Change+30,564 (+4%)
Value$39.2M (-$2.3M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares689,742 from 726,063
Change-36,321 (-5%)
Value$34.6M (-$5.5M)
Filed 2026-10-21
Lockheed Martin Investment Management Co
UNCHANGED
Shares640,000 from 640,000
Change0 (0%)
Value$32.1M (-$3.2M)
Filed 2026-11-04
Nottingham Advisors, Inc.
INCREASED
Shares534,437 from 290,316
Change+244,121 (+84%)
Value$26.7M (+$4.5M)
Filed 2026-10-29
Legacy Edge Advisors, LLC
NEW
Shares526,197
Change+526,197
Value$26.4M
Filed 2026-11-06
GenWealth Group, Inc.
INCREASED
Shares448,673 from 414,334
Change+34,339 (+8%)
Value$22.5M (-$366.4K)
Filed 2026-10-16
Klaas Financial Asset Advisors, LLC
INCREASED
Shares444,230 from 429,599
Change+14,631 (+3%)
Value$22.3M (-$1.4M)
Filed 2026-10-19
Retirement Financial Solutions, LLC
INCREASED
Shares393,592 from 367,012
Change+26,580 (+7%)
Value$19.7M (-$517.0K)
Filed 2026-10-20
Obermeyer Wealth Partners
INCREASED
Shares372,331 from 356,030
Change+16,301 (+5%)
Value$18.7M (-$977.1K)
Filed 2026-10-21
Gleason Group, Inc.
INCREASED
Shares364,461 from 359,953
Change+4,508 (+1%)
Value$18.3M (-$1.6M)
Filed 2026-10-15
Professional Financial Management, Inc.
INCREASED
Shares348,870 from 293,907
Change+54,963 (+19%)
Value$17.5M (+$1.3M)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares343,426 from 305,839
Change+37,587 (+12%)
Value$19.0M (+$2.1M)
Filed 2026-11-06
Strata Wealth Advisors, LLC
NEW
Shares330,827
Change+330,827
Value$16.6M
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares294,936 from 143,854
Change+151,082 (+105%)
Value$14.8M (+$7.1M)
Filed 2026-11-06
Financial Life Advisors
DECREASED
Shares292,671 from 309,813
Change-17,142 (-6%)
Value$14.7M (-$2.4M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares272,574 from 265,426
Change+7,148 (+3%)
Value$13.7K (-$14.6M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares267,472 from 273,035
Change-5,563 (-2%)
Value$13.4M (-$1.7M)
Filed 2026-11-04
Warwick Investment Management, Inc.
INCREASED
Shares260,046 from 223,674
Change+36,372 (+16%)
Value$13.0M (+$696.4K)
Filed 2026-10-19
Aurelius Family Office LLC
DECREASED
Shares225,389 from 234,900
Change-9,511 (-4%)
Value$11.3M (-$1.7M)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares210,756 from 190,073
Change+20,683 (+11%)
Value$10.6M (+$79.1K)
Filed 2026-11-05
Diversify Wealth Management, LLC
DECREASED
Shares191,254 from 208,119
Change-16,865 (-8%)
Value$9.8M (-$1.3M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares191,254 from 208,119
Change-16,865 (-8%)
Value$9.8M (-$1.3M)
Filed 2026-10-20
Quadratic Capital Management LLC
DECREASED
Shares189,814 from 665,746
Change-475,932 (-71%)
Value$9.5M (-$27.2M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares160,967 from 342,500
Change-181,533 (-53%)
Value$8.1M (-$10.4M)
Filed 2026-10-13
Rinkey Investments
INCREASED
Shares158,910 from 149,291
Change+9,619 (+6%)
Value$8.0M (-$270.1K)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares150,046 from 147,527
Change+2,519 (+2%)
Value$7.5M (-$617.2K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares148,289 from 95,918
Change+52,371 (+55%)
Value$7.4M (+$2.1M)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares147,229 from 176,434
Change-29,205 (-17%)
Value$7.4M (-$2.4M)
Filed 2026-10-19
Towneley Capital Management, Inc / de
INCREASED
Shares144,915 from 142,551
Change+2,364 (+2%)
Value$7.3M (-$599.9K)
Filed 2026-10-09
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares142,572 from 143,347
Change-775 (-1%)
Value$7.1M (-$761.3K)
Filed 2026-10-13
Insight 2811, Inc.
INCREASED
Shares142,161 from 137,020
Change+5,141 (+4%)
Value$7.1M (-$432.8K)
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares135,932 from 147,024
Change-11,092 (-8%)
Value$6.8M (-$1.3M)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares132,623 from 102,264
Change+30,359 (+30%)
Value$6.6M (+$1.0M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares131,352 from 134,463
Change-3,111 (-2%)
Value$6.6M (-$833.7K)
Filed 2026-11-06
S. R. Schill & Associates
INCREASED
Shares127,738 from 118,465
Change+9,273 (+8%)
Value$6.4M (-$132.1K)
Filed 2026-10-20
Greenwood Capital Associates LLC
INCREASED
Shares121,202 from 100,476
Change+20,726 (+21%)
Value$6.1M (+$532.8K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
INCREASED
Shares119,448 from 102,374
Change+17,074 (+17%)
Value$6.0M (+$340.1K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares118,302 from 132,846
Change-14,544 (-11%)
Value$5.9M (-$1.4M)
Filed 2026-10-28
Compound Planning, Inc.
NEW
Shares117,672
Change+117,672
Value$5.9M
Filed 2026-11-05
IPG Investment Advisors LLC
UNCHANGED
Shares109,165 from 109,165
Change0 (0%)
Value$5.5M (-$550.2K)
Filed 2026-10-30
Ackerman Capital Advisors, LLC
DECREASED
Shares106,189 from 109,443
Change-3,254 (-3%)
Value$5.3M (-$714.7K)
Filed 2026-10-30
American National Bank of Texas
INCREASED
Shares105,660 from 100,335
Change+5,325 (+5%)
Value$5.3M (-$238.7K)
Filed 2026-10-07
Websterrogers Financial Advisors, LLC
DECREASED
Shares102,642 from 157,455
Change-54,813 (-35%)
Value$5.1M (-$3.5M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares101,043 from 207,070
Change-106,027 (-51%)
Value$5.1M (-$6.4M)
Filed 2026-11-05
Fiduciary Financial Group, LLC
INCREASED
Shares98,820 from 84,826
Change+13,994 (+17%)
Value$5.0M (+$274.1K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares97,563 from 117,948
Change-20,385 (-17%)
Value$4.9M (-$1.6M)
Filed 2026-10-14
Gladwyn Financial Advisors, Inc.
INCREASED
Shares97,104 from 92,597
Change+4,507 (+5%)
Value$4.9M (-$240.7K)
Filed 2026-10-05
Kitching Partners, LLC
INCREASED
Shares93,293 from 82,567
Change+10,726 (+13%)
Value$4.7M (+$121.5K)
Filed 2026-11-02
Skyline Advisors, Inc.
INCREASED
Shares91,582 from 83,617
Change+7,965 (+10%)
Value$4.6M (-$22.1K)
Filed 2026-11-03
iA Global Asset Management Inc.
UNCHANGED
Shares90,796 from 90,796
Change0 (0%)
Value$4.6K (-$5.0M)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares88,746 from 78,833
Change+9,913 (+13%)
Value$4.4M (+$99.7K)
Filed 2026-10-02
Anderson Hoagland & Co
NEW
Shares84,765
Change+84,765
Value$4.4M
Filed 2026-10-23
Miller Financial Services LLC
INCREASED
Shares82,865 from 59,900
Change+22,965 (+38%)
Value$4.2M (+$849.6K)
Filed 2026-10-20
RHS Financial, LLC
INCREASED
Shares80,603 from 14,965
Change+65,638 (+439%)
Value$4.0M (+$3.2M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares77,668 from 87,185
Change-9,517 (-11%)
Value$3.9M (-$916.6K)
Filed 2026-11-02
Graetz Wealth LLC
INCREASED
Shares76,900 from 42,930
Change+33,970 (+79%)
Value$3.9M (+$1.5M)
Filed 2026-10-27
Forthright Family Wealth Advisory LLC
INCREASED
Shares73,969 from 73,576
Change+393 (+1%)
Value$3.7M (-$351.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares70,863 from 39,456
Change+31,407 (+80%)
Value$3.6M (+$1.4M)
Filed 2026-10-08
VestGen Advisors, LLC
INCREASED
Shares69,077 from 66,821
Change+2,256 (+3%)
Value$3.5M (-$223.6K)
Filed 2026-10-27
WBH Advisory Inc
INCREASED
Shares67,036 from 60,899
Change+6,137 (+10%)
Value$3.4M (+$815)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED
Shares64,213 from 73,570
Change-9,357 (-13%)
Value$3.2M (-$819.2K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares63,977 from 67,046
Change-3,069 (-5%)
Value$3.2M (-$491.8K)
Filed 2026-10-22
Annex Advisory Services, LLC
DECREASED
Shares62,706 from 1,625,368
Change-1,562,662 (-96%)
Value$3.1M (-$86.5M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares59,222 from 23,921
Change+35,301 (+148%)
Value$3.0M (+$1.6M)
Filed 2026-11-02
Crestwood Advisors Group, LLC
NEW
Shares59,024
Change+59,024
Value$3.0M
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares58,103 from 3,774
Change+54,329 (+1440%)
Value$2.9M (+$2.7M)
Filed 2026-10-16
LeConte Wealth Management, LLC
DECREASED
Shares56,325 from 74,102
Change-17,777 (-24%)
Value$2.8M (-$1.3M)
Filed 2026-10-20
Transcendent Capital Group LLC
INCREASED
Shares55,120 from 47,580
Change+7,540 (+16%)
Value$2.8M (+$138.2K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares54,909 from 32,387
Change+22,522 (+70%)
Value$2.8M (+$966.0K)
Filed 2026-11-05
Smart Wealth LLC
DECREASED
Shares53,992 from 54,045
Change-53 (0%)
Value$2.7M (-$275.1K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares53,159 from 77,438
Change-24,279 (-31%)
Value$2.7M (-$1.6M)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares52,160 from 50,675
Change+1,485 (+3%)
Value$2.6M (-$180.9K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
DECREASED
Shares51,701 from 113,305
Change-61,604 (-54%)
Value$2.6M (-$3.7M)
Filed 2026-10-28
Quattro Financial Advisors LLC
UNCHANGED
Shares50,559 from 50,559
Change0 (0%)
Value$2.5M (-$254.8K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares49,384 from 44,322
Change+5,062 (+11%)
Value$2.5K (-$2.4M)
Filed 2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares43,347 from 34,517
Change+8,830 (+26%)
Value$2.2M (+$268.8K)
Filed 2026-10-15
Kings Path Partners LLC
INCREASED
Shares41,637 from 41,636
Change+1 (0%)
Value$2.1M (-$209.8K)
Filed 2026-10-21
James Investment Research, Inc.
DECREASED
Shares41,055 from 42,217
Change-1,162 (-3%)
Value$2.1M (-$271.0K)
Filed 2026-10-22
Thrive Capital Management, LLC
INCREASED
Shares40,569 from 38,557
Change+2,012 (+5%)
Value$2.0M (-$93.4K)
Filed 2026-10-28
Gould Asset Management LLC
INCREASED
Shares40,402 from 28,577
Change+11,825 (+41%)
Value$2.0M (+$448.9K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares38,411 from 30,949
Change+7,462 (+24%)
Value$1.9K (-$1.7M)
Filed 2026-10-26
Titan Investment Management LLC
INCREASED
Shares37,991 from 22,991
Change+15,000 (+65%)
Value$1.9M (+$636.2K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares36,993 from 37,503
Change-510 (-1%)
Value$1.9M (-$214.6K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares36,020 from 31,055
Change+4,965 (+16%)
Value$1.8M (+$92.4K)
Filed 2026-11-06
Catalyst Private Wealth, LLC
DECREASED
Shares35,181 from 40,682
Change-5,501 (-14%)
Value$1.8M (-$480.9K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED
Shares35,062 from 38,196
Change-3,134 (-8%)
Value$1.8M (-$349.6K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares33,604 from 29,415
Change+4,189 (+14%)
Value$1.7M (+$61.8K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares32,911 from 32,929
Change-18 (0%)
Value$1.7M (-$166.9K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
DECREASED
Shares32,514 from 32,542
Change-28 (0%)
Value$1.6M (-$165.4K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares32,113 from 30,475
Change+1,638 (+5%)
Value$1.6M (-$71.4K)
Filed 2026-10-22
Wlth Capital Management, LLC
DECREASED
Shares31,459 from 309,739
Change-278,280 (-90%)
Value$1.6M (-$15.5M)
Filed 2026-10-20
Tortoise Investment Management, LLC
DECREASED
Shares31,271 from 495,847
Change-464,576 (-94%)
Value$1.6M (-$25.8M)
Filed 2026-11-06
rebel Financial LLC
NEW
Shares30,795
Change+30,795
Value$1.5M
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares30,543 from 10,612
Change+19,931 (+188%)
Value$1.5M (+$945.8K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
INCREASED
Shares29,195 from 29,110
Change+85 (+0%)
Value$1.5M (-$142.5K)
Filed 2026-10-09
Regions Financial Corp
DECREASED
Shares29,035 from 60,000
Change-30,965 (-52%)
Value$1.5M (-$1.9M)
Filed 2026-11-05
Svrn Asset Management, LLC
DECREASED
Shares28,600 from 29,576
Change-976 (-3%)
Value$1.4M (-$198.0K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares25,825 from 26,565
Change-740 (-3%)
Value$1.3M (-$171.0K)
Filed 2026-10-26
Clarity Wealth Advisors, LLC
INCREASED
Shares24,175 from 24,029
Change+146 (+1%)
Value$1.2M (-$113.8K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares23,548 from 34,121
Change-10,573 (-31%)
Value$1.2M (-$702.1K)
Filed 2026-11-02
One Day In July LLC
DECREASED
Shares21,810 from 22,613
Change-803 (-4%)
Value$1.1M (-$154.2K)
Filed 2026-10-30
Lord & Richards Wealth Management, LLC
DECREASED
Shares21,141 from 22,787
Change-1,646 (-7%)
Value$1.1M (-$197.3K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares20,358 from 20,198
Change+160 (+1%)
Value$1.0M (-$93.8K)
Filed 2026-10-15
AmeriServ Wealth Advisors
DECREASED
Shares19,432 from 36,503
Change-17,071 (-47%)
Value$974.3K (-$1.0M)
Filed 2026-10-21
Hicks Capital Management LLC
UNCHANGED
Shares19,231 from 19,231
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares18,700 from 17,976
Change+724 (+4%)
Value$937.6K (-$54.3K)
Filed 2026-11-04
Compagnie Lombard Odier SCmA
DECREASED
Shares18,158 from 22,883
Change-4,725 (-21%)
Value$910.4K (-$352.2K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares18,030 from 8,926
Change+9,104 (+102%)
Value$904.0K (+$411.5K)
Filed 2026-10-29
Centurion Wealth Management LLC
NEW
Shares17,574
Change+17,574
Value$881.1K
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares17,369 from 556
Change+16,813 (+3024%)
Value$870.9K (+$840.2K)
Filed 2026-11-05
Verity Asset Management, Inc.
INCREASED
Shares16,015 from 15,974
Change+41 (+0%)
Value$803.0K (-$78.5K)
Filed 2026-10-30
Fund Evaluation Group, LLC
UNCHANGED
Shares15,835 from 15,835
Change0 (0%)
Value$794.0K (-$79.8K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares15,670 from 13,784
Change+1,886 (+14%)
Value$785.7K (+$25.1K)
Filed 2026-10-20
Asset One Wealth Management LLC
DECREASED
Shares14,574 from 20,042
Change-5,468 (-27%)
Value$730.7K (-$350.9K)
Filed 2026-11-02
Independence Bank of Kentucky
DECREASED
Shares13,389 from 14,789
Change-1,400 (-9%)
Value$671.3K (-$144.7K)
Filed 2026-10-26
National Wealth Management Group, LLC
NEW
Shares13,387
Change+13,387
Value$671.2K
Filed 2026-10-26
Rakuten Investment Management, Inc.
INCREASED
Shares12,831 from 11,845
Change+986 (+8%)
Value$646.3K (-$14.4K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares12,825 from 12,768
Change+57 (+0%)
Value$643.0K (-$61.5K)
Filed 2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares12,568 from 15,865
Change-3,297 (-21%)
Value$630.2K (-$245.3K)
Filed 2026-10-21
Sanders Morris Harris LLC
NEW
Shares12,050
Change+12,050
Value$613.5K
Filed 2026-10-14
Daymark Wealth Partners, LLC
NEW
Shares11,907
Change+11,907
Value$597.0K
Filed 2026-11-04
Shade Tree Advisors LLC
INCREASED
Shares11,469 from 9,885
Change+1,584 (+16%)
Value$575.1K (+$29.6K)
Filed 2026-10-22
Jordan Park Group LLC
UNCHANGED
Shares11,102 from 11,102
Change0 (0%)
Value$556.7K (-$56.0K)
Filed 2026-11-06
HBW Advisory Services LLC
INCREASED
Shares10,982 from 6,018
Change+4,964 (+82%)
Value$550.6K (+$218.6K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
DECREASED
Shares10,033 from 13,150
Change-3,117 (-24%)
Value$503.0K (-$222.6K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares9,952 from 1,633
Change+8,319 (+509%)
Value$499.0K (+$408.9K)
Filed 2026-11-06
Nicholas Wealth, Llc.
DECREASED
Shares9,946 from 11,290
Change-1,344 (-12%)
Value$498.7K (-$124.3K)
Filed 2026-10-26
Silverleafe Capital Partners, LLC
DECREASED
Shares9,712 from 61,382
Change-51,670 (-84%)
Value$487.0K (-$2.9M)
Filed 2026-10-02
Aspect Partners, LLC
DECREASED
Shares9,644 from 10,883
Change-1,239 (-11%)
Value$483.6K (-$117.0K)
Filed 2026-10-20
Altfest L J & Co Inc
DECREASED
Shares9,493 from 10,692
Change-1,199 (-11%)
Value$476.0K (-$114.0K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
NEW
Shares9,476
Change+9,476
Value$475.1K
Filed 2026-10-21
Narwhal Capital Management
NEW
Shares9,445
Change+9,445
Value$473.6K
Filed 2026-11-04
D.B. Root & Company, LLC
DECREASED
Shares9,341 from 9,853
Change-512 (-5%)
Value$468.4K (-$75.3K)
Filed 2026-11-04
Eagle Strategies LLC
INCREASED
Shares9,277 from 9,170
Change+107 (+1%)
Value$465.1K (-$40.9K)
Filed 2026-10-16
Valmark Advisers, Inc.
DECREASED
Shares9,231 from 9,250
Change-19 (0%)
Value$462.8K (-$47.6K)
Filed 2026-11-06
Acute Investment Advisory, LLC
DECREASED
Shares9,094 from 9,957
Change-863 (-9%)
Value$456.0K (-$93.5K)
Filed 2026-10-16
Arkansas Financial Group, Inc.
INCREASED
Shares9,093 from 8,898
Change+195 (+2%)
Value$455.9K (-$35.1K)
Filed 2026-10-26
Community Bank, N.A.
INCREASED
Shares8,707 from 6,560
Change+2,147 (+33%)
Value$436.5K (+$74.5K)
Filed 2026-11-06
Shepherd Financial Partners LLC
NEW
Shares8,547
Change+8,547
Value$428.5K
Filed 2026-11-03
LifeWealth Investments, LLC
INCREASED
Shares8,116 from 8,101
Change+15 (+0%)
Value$406.9K (-$40.1K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,102 from 18,371
Change-10,269 (-56%)
Value$406.2K (-$607.5K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares7,991 from 7,971
Change+20 (+0%)
Value$400.7K (-$30.2K)
Filed 2026-10-09
Gibbs Wealth Management
NEW
Shares7,928
Change+7,928
Value$397.5K
Filed 2026-10-22
Lynx Capital Group LTD
DECREASED
Shares7,751 from 7,765
Change-14 (0%)
Value$388.6K (-$39.9K)
Filed 2026-11-04
BAM Wealth Management, LLC
DECREASED
Shares7,713 from 8,233
Change-520 (-6%)
Value$386.7K (-$67.6K)
Filed 2026-10-15
Compass Ion Advisors, LLC
DECREASED
Shares7,562 from 9,226
Change-1,664 (-18%)
Value$379.2K (-$129.9K)
Filed 2026-10-23
TSA Wealth Managment LLC
INCREASED
Shares7,475 from 6,585
Change+890 (+14%)
Value$374.8K (+$11.4K)
Filed 2026-10-22
Fisher Asset Management, LLC
DECREASED
Shares7,427 from 187,414
Change-179,987 (-96%)
Value$372.4K (-$10.0M)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares7,204 from 7,094
Change+110 (+2%)
Value$361.2K (-$30.2K)
Filed 2026-10-26
Weaver Consulting Group
INCREASED
Shares7,080 from 7,071
Change+9 (+0%)
Value$355.0K (-$35.2K)
Filed 2026-10-07
Parallel Advisors, LLC
DECREASED
Shares7,063 from 7,857
Change-794 (-10%)
Value$354.2K (-$79.4K)
Filed 2026-11-03
ForthRight Wealth Management, LLC
NEW
Shares6,948
Change+6,948
Value$348.4K
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares6,803
Change+6,803
Value$341.1K
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED
Shares6,671 from 7,212
Change-541 (-7%)
Value$334.5K (-$63.5K)
Filed 2026-10-30
Willis Johnson Wealth, Inc.
DECREASED
Shares6,656 from 7,295
Change-639 (-9%)
Value$333.8K (-$68.8K)
Filed 2026-11-03
Affiance Financial, LLC
INCREASED
Shares6,562 from 6,485
Change+77 (+1%)
Value$329.0K (-$28.8K)
Filed 2026-10-15
Ironwood Wealth Management, Llc.
DECREASED
Shares6,386 from 202,849
Change-196,463 (-97%)
Value$320.2K (-$10.9M)
Filed 2026-10-28
Industrial Alliance Investment Management Inc.
INCREASED
Shares6,257 from 3,907
Change+2,350 (+60%)
Value$314 (-$215.7K)
Filed 2026-10-29
Asset Allocation & Management Company, LLC
INCREASED
Shares6,257 from 3,907
Change+2,350 (+60%)
Value$314 (+$98)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
NEW
Shares5,886
Change+5,886
Value$295.1K
Filed 2026-10-21
Ramiah Investment Group
DECREASED
Shares5,667 from 6,042
Change-375 (-6%)
Value$284.1K (-$49.3K)
Filed 2026-10-20
Advisor Resource Council
NEW
Shares5,291
Change+5,291
Value$262.9K
Filed 2026-11-05
Nolet Wealth Management, LLC
UNCHANGED
Shares5,092 from 5,092
Change0 (0%)
Value$255.3K (-$25.7K)
Filed 2026-10-15
TME Financial, Inc.
INCREASED
Shares4,928 from 4,901
Change+27 (+1%)
Value$247.1K (-$23.4K)
Filed 2026-10-14
Market Street Wealth Management Advisors LLC
DECREASED
Shares4,718 from 6,797
Change-2,079 (-31%)
Value$236.6K (-$138.5K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares4,607 from 12,536
Change-7,929 (-63%)
Value$231.0K (-$460.7K)
Filed 2026-11-04
Wedbush Securities Inc
NEW
Shares4,554
Change+4,554
Value$228
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,447 from 5,097
Change-650 (-13%)
Value$223.0K (-$58.3K)
Filed 2026-10-26
Beacon Financial Group
UNCHANGED
Shares4,347 from 4,347
Change0 (0%)
Value$218.0K (-$21.9K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares4,333 from 4,323
Change+10 (+0%)
Value$217.3K (-$21.3K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares4,301 from 4,033
Change+268 (+7%)
Value$215.6K (-$6.9K)
Filed 2026-10-28
Advus Financial Partners, LLC
DECREASED
Shares4,287 from 4,360
Change-73 (-2%)
Value$215.0K (-$25.6K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED
Shares4,255 from 3,914
Change+341 (+9%)
Value$213.3K (-$2.6K)
Filed 2026-10-16
Independent Wealth Network Inc.
NEW
Shares4,223
Change+4,223
Value$211.8K
Filed 2026-10-19
Legacy Advisors, LLC
INCREASED
Shares4,146 from 4,039
Change+107 (+3%)
Value$207.9K (-$15.0K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares4,145 from 4,158
Change-13 (0%)
Value$207.8K (-$21.6K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares4,110 from 3,899
Change+211 (+5%)
Value$206.1K (-$9.1K)
Filed 2026-10-26
Harbor Capital Advisors, Inc.
INCREASED
Shares4,082 from 5
Change+4,077 (+81540%)
Value$205 (+$205)
Filed 2026-10-22
Harmony Asset Management LLC
INCREASED
Shares4,069 from 3,938
Change+131 (+3%)
Value$204.0K (-$13.3K)
Filed 2026-10-20
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares3,990 from 3,990
Change0 (0%)
Value$200.1K (-$20.1K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares3,975 from 3,794
Change+181 (+5%)
Value$199.3K (-$10.0K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$183.5K (-$18.4K)
Filed 2026-10-20
Private Trust Co NA
UNCHANGED
Shares3,559 from 3,559
Change0 (0%)
Value$178.4K (-$17.9K)
Filed 2026-10-20
Decker Retirement Planning Inc.
INCREASED
Shares3,317 from 2,684
Change+633 (+24%)
Value$166.3K (+$18.2K)
Filed 2026-10-19
Essential Partners LLC
DECREASED
Shares3,261 from 4,304
Change-1,043 (-24%)
Value$163.5K (-$74.0K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED
Shares3,257 from 3,653
Change-396 (-11%)
Value$163.3K (-$38.3K)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares2,876 from 3,120
Change-244 (-8%)
Value$144 (-$171.9K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares2,577 from 2,634
Change-57 (-2%)
Value$129.2K (-$16.1K)
Filed 2026-11-04
Clearstead Advisors, LLC
NEW
Shares2,366
Change+2,366
Value$118.6K
Filed 2026-11-06
Montag A & Associates Inc
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$117.8K (-$11.8K)
Filed 2026-10-29
Gilpin Wealth Management, LLC
INCREASED
Shares2,119 from 594
Change+1,525 (+257%)
Value$106.2K (+$73.5K)
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$98.8K (-$9.9K)
Filed 2026-10-07
Lloyd Advisory Services, Llc.
INCREASED
Shares1,904 from 1,706
Change+198 (+12%)
Value$95.4K (+$1.3K)
Filed 2026-11-02
Capital Investment Counsel, Inc
NEW
Shares1,700
Change+1,700
Value$85.2K
Filed 2026-10-20
Ares Financial Consulting, LLC
INCREASED
Shares1,577 from 1,558
Change+19 (+1%)
Value$79.1K (-$6.9K)
Filed 2026-10-19
Raleigh Capital Management Inc.
INCREASED
Shares1,567 from 1,531
Change+36 (+2%)
Value$78.6K (-$5.9K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares1,501 from 2,196
Change-695 (-32%)
Value$75.3K (-$45.9K)
Filed 2026-11-04
Entrust Financial LLC
DECREASED
Shares1,494 from 13,789
Change-12,295 (-89%)
Value$74.9K (-$686.0K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares1,481 from 1,961
Change-480 (-24%)
Value$74.2K (-$31.7K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares1,402 from 1,317
Change+85 (+6%)
Value$70.3K (-$2.4K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares1,361 from 150
Change+1,211 (+807%)
Value$68.2K (+$60.0K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
INCREASED
Shares1,272 from 1,265
Change+7 (+1%)
Value$63.8K (-$6.1K)
Filed 2026-10-26
Rakuten Securities, Inc.
INCREASED
Shares1,159 from 546
Change+613 (+112%)
Value$58.1K (+$28.0K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares1,152 from 17,861
Change-16,709 (-94%)
Value$57.8K (-$927.8K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares1,061
Change+1,061
Value$53.2K
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares1,039 from 339
Change+700 (+206%)
Value$52.1K (+$33.6K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$52.0K (-$5.2K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$45.4K (-$4.6K)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
NEW
Shares891
Change+891
Value$44.7K
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$42.9K (-$4.3K)
Filed 2026-11-03
Wagner Wealth Management, LLC
NEW
Shares820
Change+820
Value$41.1K
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$38.9K (-$3.9K)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares760
Change+760
Value$38.1K
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$34.2K (-$3.4K)
Filed 2026-11-05
Deane Retirement Strategies, Inc.
NEW
Shares603
Change+603
Value$30.2K
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares589 from 645
Change-56 (-9%)
Value$29.5K (-$6.1K)
Filed 2026-10-13
First Horizon Corp
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$29.2K (-$2.9K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares548 from 1,323
Change-775 (-59%)
Value$27.5K (-$45.5K)
Filed 2026-11-03
Sellwood Investment Partners LLC
INCREASED
Shares541 from 462
Change+79 (+17%)
Value$27.1K (+$1.6K)
Filed 2026-11-03
Abound Wealth Management
NEW
Shares533
Change+533
Value$26.7K
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares465 from 98
Change+367 (+374%)
Value$23.3K (+$17.9K)
Filed 2026-11-05
Montgomery Financial Services LLC
INCREASED
Shares449 from 237
Change+212 (+89%)
Value$22.5K (+$9.4K)
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares431 from 515
Change-84 (-16%)
Value$21.6K (-$6.8K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$20.8K (-$2.1K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares413 from 355
Change+58 (+16%)
Value$20.7K (+$1.1K)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$20.5K (-$2.1K)
Filed 2026-10-28
Security National Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.1K (-$2.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares356 from 339
Change+17 (+5%)
Value$17.9K (-$856)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$17.2K (-$1.7K)
Filed 2026-10-23
Duncker Streett & Co Inc
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$10.3K (-$1.0K)
Filed 2026-10-27
Networth Advisors, LLC
INCREASED
Shares201 from 199
Change+2 (+1%)
Value$10.1K (-$897)
Filed 2026-11-03
First Community Trust NA
INCREASED
Shares195 from 156
Change+39 (+25%)
Value$9.8K (+$1.2K)
Filed 2026-10-07
Tounjian Advisory Partners, LLC
INCREASED
Shares165 from 163
Change+2 (+1%)
Value$8.3K (-$725)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares149
Change+149
Value$7.5K
Filed 2026-10-27
Wilkerson Advisory Group LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7.1K (-$710)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares135 from 1,563
Change-1,428 (-91%)
Value$6.8K (-$79.5K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares134 from 132
Change+2 (+2%)
Value$6.9K (-$396)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$6.3K (-$635)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares77
Change+77
Value$3.9K
Filed 2026-10-09
Lodestone Wealth Management LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.7K (-$373)
Filed 2026-10-14
Evolution Wealth Management Inc.
INCREASED
Shares73 from 71
Change+2 (+3%)
Value$3.7K (-$258)
Filed 2026-10-28
Investors Research Corp
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.3K (-$333)
Filed 2026-10-07
Elevated Capital Advisors, LLC
NEW
Shares53
Change+53
Value$2.7K
Filed 2026-11-04
Kroeger Financial Partners
DECREASED
Shares29 from 7,649
Change-7,620 (-100%)
Value$1.5K (-$420.6K)
Filed 2026-10-19
Olistico Wealth, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.4K (-$136)
Filed 2026-10-05
Realta Investment Advisors
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$852 (-$86)
Filed 2026-10-14
Addison Advisors LLC
DECREASED
Shares15 from 361
Change-346 (-96%)
Value$767 (-$19.2K)
Filed 2026-11-06
Balance Wealth Partners LLC
NEW
Shares12
Change+12
Value$617
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$553 (-$56)
Filed 2026-11-05
IMG Wealth Management, Inc.
NEW
Shares2
Change+2
Value$100
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$110 (-$9)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$50
Filed 2026-10-30
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$32 (-$3)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares0
Change0
Value$271
Filed 2026-11-03
True North Advisors, LLC
CLOSED
Shares0 from 71,287
Change-71,287 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 25,175
Change-25,175 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 23,559
Change-23,559 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Kestra Investment Management, LLC
CLOSED
Shares0 from 15,170
Change-15,170 (-100%)
Value$0 (-$837.1K)
Filed 2026-11-04
Lido Advisors, LLC
CLOSED
Shares0 from 10,797
Change-10,797 (-100%)
Value$0 (-$595.8K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 5,953
Change-5,953 (-100%)
Value$0 (-$328.5K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,662
Change-5,662 (-100%)
Value$0 (-$310.1K)
Filed 2026-10-16
Truefg, LLC
CLOSED
Shares0 from 5,636
Change-5,636 (-100%)
Value$0 (-$311.0K)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$275.9K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 4,710
Change-4,710 (-100%)
Value$0 (-$259.9K)
Filed 2026-10-08
Integrity Alliance, Llc.
CLOSED
Shares0 from 4,577
Change-4,577 (-100%)
Value$0 (-$252.6K)
Filed 2026-10-29
Ejmk Ventures LLC
CLOSED
Shares0 from 4,469
Change-4,469 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-21
PFG Advisors
CLOSED
Shares0 from 4,272
Change-4,272 (-100%)
Value$0 (-$235.8K)
Filed 2026-10-16
Calamos Wealth Management LLC
CLOSED
Shares0 from 4,175
Change-4,175 (-100%)
Value$0 (-$230.4K)
Filed 2026-11-02
Brighton Jones LLC
CLOSED
Shares0 from 4,098
Change-4,098 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-03
Auour Investments LLC
CLOSED
Shares0 from 3,907
Change-3,907 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-28
Essex Bank
CLOSED
Shares0 from 3,711
Change-3,711 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-16
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 3,630
Change-3,630 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-02
Angeles Wealth Management, LLC
CLOSED
Shares0 from 3,392
Change-3,392 (-100%)
Value$0 (-$187.2K)
Filed 2026-10-26
Country Trust Bank
CLOSED
Shares0 from 3,165
Change-3,165 (-100%)
Value$0 (-$174.6K)
Filed 2026-10-30
NBT Bank, N.A.
CLOSED
Shares0 from 1,930
Change-1,930 (-100%)
Value$0 (-$106.5K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,191
Change-1,191 (-100%)
Value$0 (-$65.1K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$25.8K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-23
Clean Yield Group
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-15
Go Invest LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-16
Financial Consulate, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-23
Triumph Capital Management
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-14
Oakworth Capital, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$765)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$662)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$552)
Filed 2026-10-13
SYM Financial Corp
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$166)
Filed 2026-10-26
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Empower Advisory Group, LLC
N/A
Shares— from 16,920,030
Change-16,920,030 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,237,039
Change-12,237,039 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 9,417,607
Change-9,417,607 (-100%)
Value—
Nepc LLC
N/A
Shares— from 8,860,856
Change-8,860,856 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,157,906
Change-7,157,906 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,250,473
Change-5,250,473 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,530,593
Change-3,530,593 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,079,893
Change-3,079,893 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 2,732,359
Change-2,732,359 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,823,145
Change-1,823,145 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,336,405
Change-1,336,405 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 1,106,014
Change-1,106,014 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,105,135
Change-1,105,135 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,094,918
Change-1,094,918 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 921,379
Change-921,379 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 891,785
Change-891,785 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 843,296
Change-843,296 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 748,527
Change-748,527 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 680,045
Change-680,045 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 512,194
Change-512,194 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 494,116
Change-494,116 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 475,919
Change-475,919 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 433,138
Change-433,138 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 421,251
Change-421,251 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 392,188
Change-392,188 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 371,068
Change-371,068 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 358,561
Change-358,561 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 348,668
Change-348,668 (-100%)
Value—
Betterment LLC
N/A
Shares— from 335,755
Change-335,755 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 329,779
Change-329,779 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 301,081
Change-301,081 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 297,973
Change-297,973 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 277,970
Change-277,970 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 268,341
Change-268,341 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 264,300
Change-264,300 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 248,842
Change-248,842 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 234,982
Change-234,982 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 233,894
Change-233,894 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 232,484
Change-232,484 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 226,055
Change-226,055 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 225,704
Change-225,704 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 222,035
Change-222,035 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 218,231
Change-218,231 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 209,528
Change-209,528 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 208,753
Change-208,753 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 208,224
Change-208,224 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 204,620
Change-204,620 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 200,578
Change-200,578 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 192,695
Change-192,695 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 191,300
Change-191,300 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 187,695
Change-187,695 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 180,563
Change-180,563 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 164,477
Change-164,477 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 142,829
Change-142,829 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 141,365
Change-141,365 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 129,380
Change-129,380 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 127,955
Change-127,955 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 119,004
Change-119,004 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 113,238
Change-113,238 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 106,226
Change-106,226 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 100,702
Change-100,702 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 95,344
Change-95,344 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 88,044
Change-88,044 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 86,975
Change-86,975 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 85,607
Change-85,607 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 84,604
Change-84,604 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 83,744
Change-83,744 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 83,714
Change-83,714 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 83,549
Change-83,549 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 83,539
Change-83,539 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 82,658
Change-82,658 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 80,218
Change-80,218 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 79,210
Change-79,210 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 76,474
Change-76,474 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 74,530
Change-74,530 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 74,139
Change-74,139 (-100%)
Value—
Commerce Bank
N/A
Shares— from 68,676
Change-68,676 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 63,972
Change-63,972 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 57,200
Change-57,200 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 53,662
Change-53,662 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 52,770
Change-52,770 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 49,196
Change-49,196 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 46,270
Change-46,270 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 42,626
Change-42,626 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 42,306
Change-42,306 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,170
Change-41,170 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 35,460
Change-35,460 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 31,717
Change-31,717 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 30,956
Change-30,956 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 30,893
Change-30,893 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 30,264
Change-30,264 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 27,547
Change-27,547 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,879
Change-25,879 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 25,246
Change-25,246 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24,358
Change-24,358 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 22,712
Change-22,712 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 21,924
Change-21,924 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 21,780
Change-21,780 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,758
Change-19,758 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 19,682
Change-19,682 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 19,639
Change-19,639 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,407
Change-19,407 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18,730
Change-18,730 (-100%)
Value—
Nwam LLC
N/A
Shares— from 18,605
Change-18,605 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,340
Change-18,340 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,702
Change-17,702 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 17,060
Change-17,060 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 15,514
Change-15,514 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,872
Change-14,872 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,771
Change-14,771 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 14,471
Change-14,471 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 14,375
Change-14,375 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 14,266
Change-14,266 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 13,322
Change-13,322 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 10,283
Change-10,283 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,788
Change-9,788 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 9,684
Change-9,684 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,187
Change-9,187 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,667
Change-5,667 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 870
Change-870 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 357
Change-357 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 64
Change-64 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cassaday & Co Wealth Management LLC
INCREASED4,596,9504,001,465+595,485+15%$220.8M$230.5M+$9.7M2026-10-27
LPL Financial LLC
INCREASED2,579,6892,526,797+52,892+2%$139.4M$129.3M-$10.1M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED1,945,4151,941,156+4,259+0%$107.1M$97.5M-$9.6M2026-11-03
Rainwater Charitable Foundation
INCREASED1,262,7021,071,104+191,598+18%$59.1M$63.3M+$4.2M2026-10-16
Bank of New York Mellon Corp
INCREASED1,100,915967,464+133,451+14%$53.4M$55.2M+$1.8M2026-11-05
Truist Financial Corp
INCREASED1,039,5251,006,941+32,584+3%$55.6M$52.1M-$3.4M2026-10-30
Citigroup Inc
INCREASED965,398843,868+121,530+14%$46.6M$48.4M+$1.8M2026-11-04
Facet Wealth, Inc.
INCREASED907,965696,801+211,164+30%$38.4M$45.5M+$7.1M2026-11-04
Forum Financial Management, LP
INCREASED839,681698,517+141,164+20%$38.5M$42.1M+$3.6M2026-10-16
Barry Investment Advisors, LLC
INCREASED782,577752,013+30,564+4%$41.5M$39.2M-$2.3M2026-10-14
Assetmark, Inc
DECREASED689,742726,063-36,321-5%$40.1M$34.6M-$5.5M2026-10-21
Lockheed Martin Investment Management Co
UNCHANGED640,000640,00000%$35.3M$32.1M-$3.2M2026-11-04
Nottingham Advisors, Inc.
INCREASED534,437290,316+244,121+84%$22.2M$26.7M+$4.5M2026-10-29
Legacy Edge Advisors, LLC
NEW526,197—+526,197——$26.4M—2026-11-06
GenWealth Group, Inc.
INCREASED448,673414,334+34,339+8%$22.9M$22.5M-$366.4K2026-10-16
Klaas Financial Asset Advisors, LLC
INCREASED444,230429,599+14,631+3%$23.7M$22.3M-$1.4M2026-10-19
Retirement Financial Solutions, LLC
INCREASED393,592367,012+26,580+7%$20.3M$19.7M-$517.0K2026-10-20
Obermeyer Wealth Partners
INCREASED372,331356,030+16,301+5%$19.6M$18.7M-$977.1K2026-10-21
Gleason Group, Inc.
INCREASED364,461359,953+4,508+1%$19.9M$18.3M-$1.6M2026-10-15
Professional Financial Management, Inc.
INCREASED348,870293,907+54,963+19%$16.2M$17.5M+$1.3M2026-10-22
Allworth Financial LP
INCREASED343,426305,839+37,587+12%$16.9M$19.0M+$2.1M2026-11-06
Strata Wealth Advisors, LLC
NEW330,827—+330,827——$16.6M—2026-10-16
Savant Capital, LLC
INCREASED294,936143,854+151,082+105%$7.7M$14.8M+$7.1M2026-11-06
Financial Life Advisors
DECREASED292,671309,813-17,142-6%$17.1M$14.7M-$2.4M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED272,574265,426+7,148+3%$14.6M$13.7K-$14.6M2026-11-02
Keybank National Association
DECREASED267,472273,035-5,563-2%$15.1M$13.4M-$1.7M2026-11-04
Warwick Investment Management, Inc.
INCREASED260,046223,674+36,372+16%$12.3M$13.0M+$696.4K2026-10-19
Aurelius Family Office LLC
DECREASED225,389234,900-9,511-4%$13.0M$11.3M-$1.7M2026-10-23
Vicus Capital
INCREASED210,756190,073+20,683+11%$10.5M$10.6M+$79.1K2026-11-05
Diversify Wealth Management, LLC
DECREASED191,254208,119-16,865-8%$11.2M$9.8M-$1.3M2026-10-20
Diversify Advisory Services, LLC
DECREASED191,254208,119-16,865-8%$11.2M$9.8M-$1.3M2026-10-20
Quadratic Capital Management LLC
DECREASED189,814665,746-475,932-71%$36.7M$9.5M-$27.2M2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED160,967342,500-181,533-53%$18.5M$8.1M-$10.4M2026-10-13
Rinkey Investments
INCREASED158,910149,291+9,619+6%$8.2M$8.0M-$270.1K2026-10-28
Focus Financial Network, Inc.
INCREASED150,046147,527+2,519+2%$8.1M$7.5M-$617.2K2026-10-14
Davenport & Co LLC
INCREASED148,28995,918+52,371+55%$5.3M$7.4M+$2.1M2026-10-14
Courier Capital LLC
DECREASED147,229176,434-29,205-17%$9.7M$7.4M-$2.4M2026-10-19
Towneley Capital Management, Inc / de
INCREASED144,915142,551+2,364+2%$7.9M$7.3M-$599.9K2026-10-09
Hennion & Walsh Asset Management, Inc.
DECREASED142,572143,347-775-1%$7.9M$7.1M-$761.3K2026-10-13
Insight 2811, Inc.
INCREASED142,161137,020+5,141+4%$7.6M$7.1M-$432.8K2026-11-06
BIP Wealth, LLC
DECREASED135,932147,024-11,092-8%$8.1M$6.8M-$1.3M2026-10-22
Blue Trust, Inc.
INCREASED132,623102,264+30,359+30%$5.6M$6.6M+$1.0M2026-10-15
Kestra Private Wealth Services, LLC
DECREASED131,352134,463-3,111-2%$7.4M$6.6M-$833.7K2026-11-06
S. R. Schill & Associates
INCREASED127,738118,465+9,273+8%$6.5M$6.4M-$132.1K2026-10-20
Greenwood Capital Associates LLC
INCREASED121,202100,476+20,726+21%$5.5M$6.1M+$532.8K2026-10-27
Signal Advisors Wealth, LLC
INCREASED119,448102,374+17,074+17%$5.6M$6.0M+$340.1K2026-10-13
First National Trust Co
DECREASED118,302132,846-14,544-11%$7.3M$5.9M-$1.4M2026-10-28
Compound Planning, Inc.
NEW117,672—+117,672——$5.9M—2026-11-05
IPG Investment Advisors LLC
UNCHANGED109,165109,16500%$6.0M$5.5M-$550.2K2026-10-30
Ackerman Capital Advisors, LLC
DECREASED106,189109,443-3,254-3%$6.0M$5.3M-$714.7K2026-10-30
American National Bank of Texas
INCREASED105,660100,335+5,325+5%$5.5M$5.3M-$238.7K2026-10-07
Websterrogers Financial Advisors, LLC
DECREASED102,642157,455-54,813-35%$8.7M$5.1M-$3.5M2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED101,043207,070-106,027-51%$11.4M$5.1M-$6.4M2026-11-05
Fiduciary Financial Group, LLC
INCREASED98,82084,826+13,994+17%$4.7M$5.0M+$274.1K2026-10-13
Mather Group, Llc.
DECREASED97,563117,948-20,385-17%$6.5M$4.9M-$1.6M2026-10-14
Gladwyn Financial Advisors, Inc.
INCREASED97,10492,597+4,507+5%$5.1M$4.9M-$240.7K2026-10-05
Kitching Partners, LLC
INCREASED93,29382,567+10,726+13%$4.6M$4.7M+$121.5K2026-11-02
Skyline Advisors, Inc.
INCREASED91,58283,617+7,965+10%$4.6M$4.6M-$22.1K2026-11-03
iA Global Asset Management Inc.
UNCHANGED90,79690,79600%$5.0M$4.6K-$5.0M2026-10-29
Versant Capital Management, Inc
INCREASED88,74678,833+9,913+13%$4.3M$4.4M+$99.7K2026-10-02
Anderson Hoagland & Co
NEW84,765—+84,765——$4.4M—2026-10-23
Miller Financial Services LLC
INCREASED82,86559,900+22,965+38%$3.3M$4.2M+$849.6K2026-10-20
RHS Financial, LLC
INCREASED80,60314,965+65,638+439%$825.8K$4.0M+$3.2M2026-10-13
Commonwealth Equity Services, LLC
DECREASED77,66887,185-9,517-11%$4.8M$3.9M-$916.6K2026-11-02
Graetz Wealth LLC
INCREASED76,90042,930+33,970+79%$2.4M$3.9M+$1.5M2026-10-27
Forthright Family Wealth Advisory LLC
INCREASED73,96973,576+393+1%$4.1M$3.7M-$351.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED70,86339,456+31,407+80%$2.2M$3.6M+$1.4M2026-10-08
VestGen Advisors, LLC
INCREASED69,07766,821+2,256+3%$3.7M$3.5M-$223.6K2026-10-27
WBH Advisory Inc
INCREASED67,03660,899+6,137+10%$3.4M$3.4M+$8152026-11-05
Walkner Condon Financial Advisors LLC
DECREASED64,21373,570-9,357-13%$4.1M$3.2M-$819.2K2026-11-02
Perigon Wealth Management, LLC
DECREASED63,97767,046-3,069-5%$3.7M$3.2M-$491.8K2026-10-22
Annex Advisory Services, LLC
DECREASED62,7061,625,368-1,562,662-96%$89.7M$3.1M-$86.5M2026-10-16
Kestra Advisory Services, LLC
INCREASED59,22223,921+35,301+148%$1.3M$3.0M+$1.6M2026-11-02
Crestwood Advisors Group, LLC
NEW59,024—+59,024——$3.0M—2026-10-27
IFP Advisors, Inc
INCREASED58,1033,774+54,329+1440%$208.2K$2.9M+$2.7M2026-10-16
LeConte Wealth Management, LLC
DECREASED56,32574,102-17,777-24%$4.1M$2.8M-$1.3M2026-10-20
Transcendent Capital Group LLC
INCREASED55,12047,580+7,540+16%$2.6M$2.8M+$138.2K2026-10-28
Fifth Third Bancorp
INCREASED54,90932,387+22,522+70%$1.8M$2.8M+$966.0K2026-11-05
Smart Wealth LLC
DECREASED53,99254,045-530%$3.0M$2.7M-$275.1K2026-11-04
Bell Investment Advisors, Inc
DECREASED53,15977,438-24,279-31%$4.3M$2.7M-$1.6M2026-10-29
SBI Securities Co., Ltd.
INCREASED52,16050,675+1,485+3%$2.8M$2.6M-$180.9K2026-10-22
Buck Wealth Strategies, LLC
DECREASED51,701113,305-61,604-54%$6.3M$2.6M-$3.7M2026-10-28
Quattro Financial Advisors LLC
UNCHANGED50,55950,55900%$2.8M$2.5M-$254.8K2026-10-15
Thrivent Financial for Lutherans
INCREASED49,38444,322+5,062+11%$2.4M$2.5K-$2.4M2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED43,34734,517+8,830+26%$1.9M$2.2M+$268.8K2026-10-15
Kings Path Partners LLC
INCREASED41,63741,636+10%$2.3M$2.1M-$209.8K2026-10-21
James Investment Research, Inc.
DECREASED41,05542,217-1,162-3%$2.3M$2.1M-$271.0K2026-10-22
Thrive Capital Management, LLC
INCREASED40,56938,557+2,012+5%$2.1M$2.0M-$93.4K2026-10-28
Gould Asset Management LLC
INCREASED40,40228,577+11,825+41%$1.6M$2.0M+$448.9K2026-11-06
Park Avenue Securities LLC
INCREASED38,41130,949+7,462+24%$1.7M$1.9K-$1.7M2026-10-26
Titan Investment Management LLC
INCREASED37,99122,991+15,000+65%$1.3M$1.9M+$636.2K2026-10-22
Simplicity Wealth,LLC
DECREASED36,99337,503-510-1%$2.1M$1.9M-$214.6K2026-10-23
Werba Rubin Papier Wealth Management
INCREASED36,02031,055+4,965+16%$1.7M$1.8M+$92.4K2026-11-06
Catalyst Private Wealth, LLC
DECREASED35,18140,682-5,501-14%$2.2M$1.8M-$480.9K2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED35,06238,196-3,134-8%$2.1M$1.8M-$349.6K2026-10-19
Bryn Mawr Trust Advisors, LLC
INCREASED33,60429,415+4,189+14%$1.6M$1.7M+$61.8K2026-11-04
Brookstone Capital Management
DECREASED32,91132,929-180%$1.8M$1.7M-$166.9K2026-10-22
Flagship Wealth Advisors, LLC
DECREASED32,51432,542-280%$1.8M$1.6M-$165.4K2026-11-03
Marion Wealth Management
INCREASED32,11330,475+1,638+5%$1.7M$1.6M-$71.4K2026-10-22
Wlth Capital Management, LLC
DECREASED31,459309,739-278,280-90%$17.1M$1.6M-$15.5M2026-10-20
Tortoise Investment Management, LLC
DECREASED31,271495,847-464,576-94%$27.4M$1.6M-$25.8M2026-11-06
rebel Financial LLC
NEW30,795—+30,795——$1.5M—2026-11-04
McAdam, LLC
INCREASED30,54310,612+19,931+188%$585.6K$1.5M+$945.8K2026-10-21
Legacy Wealth Asset Management, LLC
INCREASED29,19529,110+85+0%$1.6M$1.5M-$142.5K2026-10-09
Regions Financial Corp
DECREASED29,03560,000-30,965-52%$3.3M$1.5M-$1.9M2026-11-05
Svrn Asset Management, LLC
DECREASED28,60029,576-976-3%$1.6M$1.4M-$198.0K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED25,82526,565-740-3%$1.5M$1.3M-$171.0K2026-10-26
Clarity Wealth Advisors, LLC
INCREASED24,17524,029+146+1%$1.3M$1.2M-$113.8K2026-10-21
Creative Planning
DECREASED23,54834,121-10,573-31%$1.9M$1.2M-$702.1K2026-11-02
One Day In July LLC
DECREASED21,81022,613-803-4%$1.2M$1.1M-$154.2K2026-10-30
Lord & Richards Wealth Management, LLC
DECREASED21,14122,787-1,646-7%$1.3M$1.1M-$197.3K2026-10-14
Atria Investments, Inc
INCREASED20,35820,198+160+1%$1.1M$1.0M-$93.8K2026-10-15
AmeriServ Wealth Advisors
DECREASED19,43236,503-17,071-47%$2.0M$974.3K-$1.0M2026-10-21
Hicks Capital Management LLC
UNCHANGED19,23119,23100%$1.1M$1.1M$02026-10-20
Uptick Partners, LLC
INCREASED18,70017,976+724+4%$991.9K$937.6K-$54.3K2026-11-04
Compagnie Lombard Odier SCmA
DECREASED18,15822,883-4,725-21%$1.3M$910.4K-$352.2K2026-11-04
Vise Technologies, Inc.
INCREASED18,0308,926+9,104+102%$492.6K$904.0K+$411.5K2026-10-29
Centurion Wealth Management LLC
NEW17,574—+17,574——$881.1K—2026-10-13
US Bancorp \de\
INCREASED17,369556+16,813+3024%$30.7K$870.9K+$840.2K2026-11-05
Verity Asset Management, Inc.
INCREASED16,01515,974+41+0%$881.4K$803.0K-$78.5K2026-10-30
Fund Evaluation Group, LLC
UNCHANGED15,83515,83500%$873.8K$794.0K-$79.8K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED15,67013,784+1,886+14%$760.6K$785.7K+$25.1K2026-10-20
Asset One Wealth Management LLC
DECREASED14,57420,042-5,468-27%$1.1M$730.7K-$350.9K2026-11-02
Independence Bank of Kentucky
DECREASED13,38914,789-1,400-9%$816.1K$671.3K-$144.7K2026-10-26
National Wealth Management Group, LLC
NEW13,387—+13,387——$671.2K—2026-10-26
Rakuten Investment Management, Inc.
INCREASED12,83111,845+986+8%$660.7K$646.3K-$14.4K2026-10-30
Key Capital Management, Inc
INCREASED12,82512,768+57+0%$704.5K$643.0K-$61.5K2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
DECREASED12,56815,865-3,297-21%$875.4K$630.2K-$245.3K2026-10-21
Sanders Morris Harris LLC
NEW12,050—+12,050——$613.5K—2026-10-14
Daymark Wealth Partners, LLC
NEW11,907—+11,907——$597.0K—2026-11-04
Shade Tree Advisors LLC
INCREASED11,4699,885+1,584+16%$545.5K$575.1K+$29.6K2026-10-22
Jordan Park Group LLC
UNCHANGED11,10211,10200%$612.6K$556.7K-$56.0K2026-11-06
HBW Advisory Services LLC
INCREASED10,9826,018+4,964+82%$332.1K$550.6K+$218.6K2026-10-15
Sightline Wealth Advisors, LLC
DECREASED10,03313,150-3,117-24%$725.6K$503.0K-$222.6K2026-10-21
PNC Financial Services Group, Inc.
INCREASED9,9521,633+8,319+509%$90.1K$499.0K+$408.9K2026-11-06
Nicholas Wealth, Llc.
DECREASED9,94611,290-1,344-12%$623.0K$498.7K-$124.3K2026-10-26
Silverleafe Capital Partners, LLC
DECREASED9,71261,382-51,670-84%$3.4M$487.0K-$2.9M2026-10-02
Aspect Partners, LLC
DECREASED9,64410,883-1,239-11%$600.5K$483.6K-$117.0K2026-10-20
Altfest L J & Co Inc
DECREASED9,49310,692-1,199-11%$590.0K$476.0K-$114.0K2026-10-27
Wealthcare Advisory Partners LLC
NEW9,476—+9,476——$475.1K—2026-10-21
Narwhal Capital Management
NEW9,445—+9,445——$473.6K—2026-11-04
D.B. Root & Company, LLC
DECREASED9,3419,853-512-5%$543.7K$468.4K-$75.3K2026-11-04
Eagle Strategies LLC
INCREASED9,2779,170+107+1%$506.0K$465.1K-$40.9K2026-10-16
Valmark Advisers, Inc.
DECREASED9,2319,250-190%$510.4K$462.8K-$47.6K2026-11-06
Acute Investment Advisory, LLC
DECREASED9,0949,957-863-9%$549.4K$456.0K-$93.5K2026-10-16
Arkansas Financial Group, Inc.
INCREASED9,0938,898+195+2%$491.0K$455.9K-$35.1K2026-10-26
Community Bank, N.A.
INCREASED8,7076,560+2,147+33%$362.0K$436.5K+$74.5K2026-11-06
Shepherd Financial Partners LLC
NEW8,547—+8,547——$428.5K—2026-11-03
LifeWealth Investments, LLC
INCREASED8,1168,101+15+0%$447.0K$406.9K-$40.1K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED8,10218,371-10,269-56%$1.0M$406.2K-$607.5K2026-11-03
Wedmont Private Capital
INCREASED7,9917,971+20+0%$430.8K$400.7K-$30.2K2026-10-09
Gibbs Wealth Management
NEW7,928—+7,928——$397.5K—2026-10-22
Lynx Capital Group LTD
DECREASED7,7517,765-140%$428.5K$388.6K-$39.9K2026-11-04
BAM Wealth Management, LLC
DECREASED7,7138,233-520-6%$454.3K$386.7K-$67.6K2026-10-15
Compass Ion Advisors, LLC
DECREASED7,5629,226-1,664-18%$509.1K$379.2K-$129.9K2026-10-23
TSA Wealth Managment LLC
INCREASED7,4756,585+890+14%$363.4K$374.8K+$11.4K2026-10-22
Fisher Asset Management, LLC
DECREASED7,427187,414-179,987-96%$10.3M$372.4K-$10.0M2026-11-06
Verdence Capital Advisors LLC
INCREASED7,2047,094+110+2%$391.4K$361.2K-$30.2K2026-10-26
Weaver Consulting Group
INCREASED7,0807,071+9+0%$390.2K$355.0K-$35.2K2026-10-07
Parallel Advisors, LLC
DECREASED7,0637,857-794-10%$433.6K$354.2K-$79.4K2026-11-03
ForthRight Wealth Management, LLC
NEW6,948—+6,948——$348.4K—2026-11-06
Concurrent Investment Advisors, LLC
NEW6,803—+6,803——$341.1K—2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED6,6717,212-541-7%$398.0K$334.5K-$63.5K2026-10-30
Willis Johnson Wealth, Inc.
DECREASED6,6567,295-639-9%$402.6K$333.8K-$68.8K2026-11-03
Affiance Financial, LLC
INCREASED6,5626,485+77+1%$357.8K$329.0K-$28.8K2026-10-15
Ironwood Wealth Management, Llc.
DECREASED6,386202,849-196,463-97%$11.2M$320.2K-$10.9M2026-10-28
Industrial Alliance Investment Management Inc.
INCREASED6,2573,907+2,350+60%$216.0K$314-$215.7K2026-10-29
Asset Allocation & Management Company, LLC
INCREASED6,2573,907+2,350+60%$216$314+$982026-10-13
SeaCrest Wealth Management, LLC
NEW5,886—+5,886——$295.1K—2026-10-21
Ramiah Investment Group
DECREASED5,6676,042-375-6%$333.4K$284.1K-$49.3K2026-10-20
Advisor Resource Council
NEW5,291—+5,291——$262.9K—2026-11-05
Nolet Wealth Management, LLC
UNCHANGED5,0925,09200%$281.0K$255.3K-$25.7K2026-10-15
TME Financial, Inc.
INCREASED4,9284,901+27+1%$270.5K$247.1K-$23.4K2026-10-14
Market Street Wealth Management Advisors LLC
DECREASED4,7186,797-2,079-31%$375.1K$236.6K-$138.5K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED4,60712,536-7,929-63%$691.7K$231.0K-$460.7K2026-11-04
Wedbush Securities Inc
NEW4,554—+4,554——$228—2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED4,4475,097-650-13%$281.3K$223.0K-$58.3K2026-10-26
Beacon Financial Group
UNCHANGED4,3474,34700%$239.9K$218.0K-$21.9K2026-10-19
Nations Financial Group Inc,
INCREASED4,3334,323+10+0%$238.6K$217.3K-$21.3K2026-11-05
Founders Financial Securities LLC
INCREASED4,3014,033+268+7%$222.6K$215.6K-$6.9K2026-10-28
Advus Financial Partners, LLC
DECREASED4,2874,360-73-2%$240.6K$215.0K-$25.6K2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED4,2553,914+341+9%$216.0K$213.3K-$2.6K2026-10-16
Independent Wealth Network Inc.
NEW4,223—+4,223——$211.8K—2026-10-19
Legacy Advisors, LLC
INCREASED4,1464,039+107+3%$222.9K$207.9K-$15.0K2026-10-19
Avior Wealth Management, LLC
DECREASED4,1454,158-130%$229.4K$207.8K-$21.6K2026-10-13
Lanark Financial, Inc.
INCREASED4,1103,899+211+5%$215.2K$206.1K-$9.1K2026-10-26
Harbor Capital Advisors, Inc.
INCREASED4,0825+4,077+81540%$0$205+$2052026-10-22
Harmony Asset Management LLC
INCREASED4,0693,938+131+3%$217.3K$204.0K-$13.3K2026-10-20
Hippocratic Financial Advisors, LLC
UNCHANGED3,9903,99000%$220.2K$200.1K-$20.1K2026-10-13
Markowski Investments
INCREASED3,9753,794+181+5%$209.4K$199.3K-$10.0K2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED3,6603,66000%$202.0K$183.5K-$18.4K2026-10-20
Private Trust Co NA
UNCHANGED3,5593,55900%$196.4K$178.4K-$17.9K2026-10-20
Decker Retirement Planning Inc.
INCREASED3,3172,684+633+24%$148.1K$166.3K+$18.2K2026-10-19
Essential Partners LLC
DECREASED3,2614,304-1,043-24%$237.5K$163.5K-$74.0K2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED3,2573,653-396-11%$201.6K$163.3K-$38.3K2026-11-02
Tsfg, LLC
DECREASED2,8763,120-244-8%$172.0K$144-$171.9K2026-10-23
Kingdom Financial Group Llc.
DECREASED2,5772,634-57-2%$145.3K$129.2K-$16.1K2026-11-04
Clearstead Advisors, LLC
NEW2,366—+2,366——$118.6K—2026-11-06
Montag A & Associates Inc
UNCHANGED2,3502,35000%$129.7K$117.8K-$11.8K2026-10-29
Gilpin Wealth Management, LLC
INCREASED2,119594+1,525+257%$32.8K$106.2K+$73.5K2026-10-09
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,9711,97100%$108.8K$98.8K-$9.9K2026-10-07
Lloyd Advisory Services, Llc.
INCREASED1,9041,706+198+12%$94.1K$95.4K+$1.3K2026-11-02
Capital Investment Counsel, Inc
NEW1,700—+1,700——$85.2K—2026-10-20
Ares Financial Consulting, LLC
INCREASED1,5771,558+19+1%$86.0K$79.1K-$6.9K2026-10-19
Raleigh Capital Management Inc.
INCREASED1,5671,531+36+2%$84.5K$78.6K-$5.9K2026-10-28
Creative Financial Designs Inc
DECREASED1,5012,196-695-32%$121.2K$75.3K-$45.9K2026-11-04
Entrust Financial LLC
DECREASED1,49413,789-12,295-89%$760.9K$74.9K-$686.0K2026-11-04
Compass Financial Management LLC
DECREASED1,4811,961-480-24%$106.0K$74.2K-$31.7K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED1,4021,317+85+6%$72.7K$70.3K-$2.4K2026-10-30
Spire Wealth Management
INCREASED1,361150+1,211+807%$8.3K$68.2K+$60.0K2026-10-30
Ashton Thomas Securities, LLC
INCREASED1,2721,265+7+1%$69.9K$63.8K-$6.1K2026-10-26
Rakuten Securities, Inc.
INCREASED1,159546+613+112%$30.1K$58.1K+$28.0K2026-11-02
CoreCap Advisors, LLC
DECREASED1,15217,861-16,709-94%$985.6K$57.8K-$927.8K2026-10-08
Root Financial Partners, LLC
NEW1,061—+1,061——$53.2K—2026-10-21
TD Waterhouse Canada Inc.
INCREASED1,039339+700+206%$18.6K$52.1K+$33.6K2026-10-16
Ascentis Wealth Management, LLC
UNCHANGED1,0371,03700%$57.2K$52.0K-$5.2K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED90590500%$49.9K$45.4K-$4.6K2026-11-02
Barnes Dennig Private Wealth Management LLC
NEW891—+891——$44.7K—2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED85685600%$47.2K$42.9K-$4.3K2026-11-03
Wagner Wealth Management, LLC
NEW820—+820——$41.1K—2026-10-21
Trust Co of Vermont
UNCHANGED77677600%$42.8K$38.9K-$3.9K2026-10-21
Jacobi Capital Management LLC
NEW760—+760——$38.1K—2026-11-05
Hurley Capital, LLC
UNCHANGED68268200%$37.6K$34.2K-$3.4K2026-11-05
Deane Retirement Strategies, Inc.
NEW603—+603——$30.2K—2026-10-09
Cape Investment Advisory, Inc.
DECREASED589645-56-9%$35.6K$29.5K-$6.1K2026-10-13
First Horizon Corp
UNCHANGED58358300%$32.2K$29.2K-$2.9K2026-10-26
Asset Dedication, LLC
DECREASED5481,323-775-59%$73.0K$27.5K-$45.5K2026-11-03
Sellwood Investment Partners LLC
INCREASED541462+79+17%$25.5K$27.1K+$1.6K2026-11-03
Abound Wealth Management
NEW533—+533——$26.7K—2026-10-26
Archer Investment Corp
INCREASED46598+367+374%$5.4K$23.3K+$17.9K2026-11-05
Montgomery Financial Services LLC
INCREASED449237+212+89%$13.1K$22.5K+$9.4K2026-11-03
Reap Financial Group, LLC
DECREASED431515-84-16%$28.4K$21.6K-$6.8K2026-11-02
Washington Trust Advisors, Inc.
UNCHANGED41441400%$22.8K$20.8K-$2.1K2026-10-22
Larson Financial Group LLC
INCREASED413355+58+16%$19.6K$20.7K+$1.1K2026-11-05
United Community Bank
UNCHANGED40840800%$22.5K$20.5K-$2.1K2026-10-28
Security National Bank
UNCHANGED40040000%$22.1K$20.1K-$2.0K2026-10-26
Signaturefd, LLC
INCREASED356339+17+5%$18.7K$17.9K-$8562026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED34334300%$18.9K$17.2K-$1.7K2026-10-23
Duncker Streett & Co Inc
UNCHANGED20520500%$11.3K$10.3K-$1.0K2026-10-27
Networth Advisors, LLC
INCREASED201199+2+1%$11.0K$10.1K-$8972026-11-03
First Community Trust NA
INCREASED195156+39+25%$8.6K$9.8K+$1.2K2026-10-07
Tounjian Advisory Partners, LLC
INCREASED165163+2+1%$9.0K$8.3K-$7252026-11-04
Latitude Advisors, LLC
NEW149—+149——$7.5K—2026-10-27
Wilkerson Advisory Group LLC
UNCHANGED14114100%$7.8K$7.1K-$7102026-10-20
Golden State Wealth Management, LLC
DECREASED1351,563-1,428-91%$86.3K$6.8K-$79.5K2026-11-02
Mosley Wealth Management
INCREASED134132+2+2%$7.3K$6.9K-$3962026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED12612600%$7.0K$6.3K-$6352026-10-28
GK Wealth Management LLC
NEW77—+77——$3.9K—2026-10-09
Lodestone Wealth Management LLC
UNCHANGED747400%$4.1K$3.7K-$3732026-10-14
Evolution Wealth Management Inc.
INCREASED7371+2+3%$3.9K$3.7K-$2582026-10-28
Investors Research Corp
UNCHANGED666600%$3.6K$3.3K-$3332026-10-07
Elevated Capital Advisors, LLC
NEW53—+53——$2.7K—2026-11-04
Kroeger Financial Partners
DECREASED297,649-7,620-100%$422.1K$1.5K-$420.6K2026-10-19
Olistico Wealth, LLC
UNCHANGED272700%$1.5K$1.4K-$1362026-10-05
Realta Investment Advisors
UNCHANGED171700%$938$852-$862026-10-14
Addison Advisors LLC
DECREASED15361-346-96%$19.9K$767-$19.2K2026-11-06
Balance Wealth Partners LLC
NEW12—+12——$617—2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED111100%$609$553-$562026-11-05
IMG Wealth Management, Inc.
NEW2—+2——$100—2026-10-27
AlphaCore Capital LLC
UNCHANGED2200%$119$110-$92026-11-04
Provenance Wealth Advisors, LLC
NEW1—+1——$50—2026-10-30
TD Private Client Wealth LLC
UNCHANGED1100%$35$32-$32026-10-28
Ascentis Independent Advisors
NEW0—0——$271—2026-11-03
True North Advisors, LLC
CLOSED071,287-71,287-100%$3.9M$0-$3.9M2026-10-22
Dynamic Advisor Solutions LLC
CLOSED025,175-25,175-100%$1.4M$0-$1.4M2026-10-13
Axxcess Wealth Management, LLC
CLOSED023,559-23,559-100%$1.3M$0-$1.3M2026-10-21
Kestra Investment Management, LLC
CLOSED015,170-15,170-100%$837.1K$0-$837.1K2026-11-04
Lido Advisors, LLC
CLOSED010,797-10,797-100%$595.8K$0-$595.8K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED05,953-5,953-100%$328.5K$0-$328.5K2026-10-14
Scarborough Advisors, LLC
CLOSED05,662-5,662-100%$310.1K$0-$310.1K2026-10-16
Truefg, LLC
CLOSED05,636-5,636-100%$311.0K$0-$311.0K2026-10-15
Smith & Howard Wealth Management, LLC
CLOSED05,000-5,000-100%$275.9K$0-$275.9K2026-10-27
Galvin, Gaustad & Stein, LLC
CLOSED04,710-4,710-100%$259.9K$0-$259.9K2026-10-08
Integrity Alliance, Llc.
CLOSED04,577-4,577-100%$252.6K$0-$252.6K2026-10-29
Ejmk Ventures LLC
CLOSED04,469-4,469-100%$246.6K$0-$246.6K2026-10-21
PFG Advisors
CLOSED04,272-4,272-100%$235.8K$0-$235.8K2026-10-16
Calamos Wealth Management LLC
CLOSED04,175-4,175-100%$230.4K$0-$230.4K2026-11-02
Brighton Jones LLC
CLOSED04,098-4,098-100%$226.1K$0-$226.1K2026-11-03
Auour Investments LLC
CLOSED03,907-3,907-100%$215.6K$0-$215.6K2026-10-28
Essex Bank
CLOSED03,711-3,711-100%$204.8K$0-$204.8K2026-10-16
Whitegate Investment Counselors, Inc.
CLOSED03,630-3,630-100%$200.3K$0-$200.3K2026-11-02
Angeles Wealth Management, LLC
CLOSED03,392-3,392-100%$187.2K$0-$187.2K2026-10-26
Country Trust Bank
CLOSED03,165-3,165-100%$174.6K$0-$174.6K2026-10-30
NBT Bank, N.A.
CLOSED01,930-1,930-100%$106.5K$0-$106.5K2026-10-21
International Assets Investment Management, LLC
CLOSED01,191-1,191-100%$65.1K$0-$65.1K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0467-467-100%$25.8K$0-$25.8K2026-10-26
Hilton Head Capital Partners, LLC
CLOSED0145-145-100%$8.0K$0-$8.0K2026-10-23
Clean Yield Group
CLOSED079-79-100%$4.4K$0-$4.4K2026-10-28
AdvisorNet Financial, Inc
CLOSED076-76-100%$4.2K$0-$4.2K2026-10-15
Go Invest LLC
CLOSED055-55-100%$3.0K$0-$3.0K2026-10-09
Cornerstone Planning Group LLC
CLOSED055-55-100%$2.9K$0-$2.9K2026-10-16
Financial Consulate, Inc
CLOSED025-25-100%$1.4K$0-$1.4K2026-10-23
Triumph Capital Management
CLOSED021-21-100%$1.2K$0-$1.2K2026-10-14
Oakworth Capital, Inc.
CLOSED014-14-100%$765$0-$7652026-10-26
Gill Capital Partners, LLC
CLOSED012-12-100%$662$0-$6622026-10-13
Salem Investment Counselors Inc
CLOSED010-10-100%$552$0-$5522026-10-13
SYM Financial Corp
CLOSED03-3-100%$166$0-$1662026-10-26
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Empower Advisory Group, LLC
N/A—16,920,030-16,920,030-100%$933.6M———
Morgan Stanley
N/A—12,237,039-12,237,039-100%$675.2M———
Voya Investment Management LLC
N/A—9,417,607-9,417,607-100%$519.7M———
Nepc LLC
N/A—8,860,856-8,860,856-100%$488.9M———
Ameriprise Financial Inc
N/A—7,157,906-7,157,906-100%$387.4M———
Bank of America Corp
N/A—5,250,473-5,250,473-100%$289.7M———
Envestnet Asset Management Inc
N/A—3,530,593-3,530,593-100%$194.8M———
Manning & Napier Advisors LLC
N/A—3,079,893-3,079,893-100%$171.8M———
Cambridge Associates LLC
N/A—2,732,359-2,732,359-100%$150.8M———
Treasurer of the State of North Carolina
N/A—1,823,145-1,823,145-100%$100.6M———
Strategic Financial Services, Inc.
N/A—1,336,405-1,336,405-100%$73.7M———
Hamilton Capital Partners Inc.
N/A—1,106,014-1,106,014-100%$61.0M———
UBS Group AG
N/A—1,105,135-1,105,135-100%$61.0M———
SCS Capital Management LLC
N/A—1,094,918-1,094,918-100%$60.4M———
Raymond James Financial Inc
N/A—921,379-921,379-100%$50.8M———
JPMorgan Chase & Co
N/A—891,785-891,785-100%$49.7M———
Wells Fargo & Company
N/A—843,296-843,296-100%$46.5M———
Tiff Advisory Services, LLC
N/A—748,527-748,527-100%$41.3M———
Focus Partners Wealth
N/A—680,045-680,045-100%$37.5M———
Rockefeller Capital Management L.P.
N/A—512,194-512,194-100%$28.3M———
Checchi Capital Advisers, LLC
N/A—494,116-494,116-100%$27.3M———
Goldman Sachs Group Inc
N/A—475,919-475,919-100%$26.3M———
First Financial Bankshares Inc
N/A—433,138-433,138-100%$23.9M———
Principal Securities, Inc.
N/A—421,251-421,251-100%$23.2M———
National Bank of Canada
N/A—392,188-392,188-100%$21.6M———
GTS Securities LLC
N/A—371,068-371,068-100%$20.5M———
Harvest Portfolios Group Inc.
N/A—358,561-358,561-100%$19.8M———
Wealthfront Advisers LLC
N/A—348,668-348,668-100%$19.2M———
Betterment LLC
N/A—335,755-335,755-100%$18.5M———
Royal Bank of Canada
N/A—329,779-329,779-100%$18.2M———
Vident Advisory, LLC
N/A—301,081-301,081-100%$16.6M———
HighTower Advisors, LLC
N/A—297,973-297,973-100%$16.4M———
Penserra Capital Management LLC
N/A—277,970-277,970-100%$15.3M———
NewEdge Advisors, LLC
N/A—268,341-268,341-100%$14.8M———
Hotchkis & Wiley Capital Management LLC
N/A—264,300-264,300-100%$14.6M———
Johnson Investment Counsel Inc
N/A—248,842-248,842-100%$13.7M———
NorthRock Partners, LLC
N/A—234,982-234,982-100%$13.0M———
AE Wealth Management LLC
N/A—233,894-233,894-100%$12.9M———
Baird Financial Group, Inc.
N/A—232,484-232,484-100%$12.8M———
Jump Financial, LLC
N/A—226,055-226,055-100%$12.5M———
Tidal Investments LLC
N/A—225,704-225,704-100%$12.5M———
Cetera Investment Advisers
N/A—222,035-222,035-100%$12.3M———
Quadrature Capital Ltd
N/A—218,231-218,231-100%$12.0M———
Vestmark Advisory Solutions, Inc.
N/A—209,528-209,528-100%$11.6M———
Mercer Global Advisors Inc
N/A—208,753-208,753-100%$11.5M———
NewEdge Wealth, LLC
N/A—208,224-208,224-100%$11.5M———
Beacon Pointe Advisors, LLC
N/A—204,620-204,620-100%$11.3M———
EP Wealth Advisors, LLC
N/A—200,578-200,578-100%$11.1M———
Northwestern Mutual Wealth Management Co
N/A—192,695-192,695-100%$10.6M———
Morningstar Investment Management LLC
N/A—191,300-191,300-100%$10.6M———
Compass Advisory Group LLC
N/A—187,695-187,695-100%$10.4M———
Federation des caisses Desjardins du Quebec
N/A—180,563-180,563-100%$10.0M———
Global Retirement Partners, LLC
N/A—164,477-164,477-100%$9.1M———
Osaic Holdings, Inc.
N/A—142,829-142,829-100%$7.9M———
Janney Montgomery Scott LLC
N/A—141,365-141,365-100%$7.8M———
Summit Financial, LLC
N/A—129,380-129,380-100%$7.1M———
Bank of Hawaii
N/A—127,955-127,955-100%$7.1M———
Tandem Financial, LLC
N/A—119,004-119,004-100%$6.6M———
Hirtle & Co., LLC
N/A—113,238-113,238-100%$6.2M———
MML Investors Services, LLC
N/A—106,226-106,226-100%$5.9M———
Prosperity Bancshares Inc
N/A—100,702-100,702-100%$5.6M———
Harbour Investments, Inc.
N/A—95,344-95,344-100%$5.3M———
Cerity Partners LLC
N/A—88,044-88,044-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—86,975-86,975-100%$4.8M———
Balanced Rock Investment Advisors LLC
N/A—85,607-85,607-100%$4.7M———
Snowden Capital Advisors LLC
N/A—84,604-84,604-100%$4.7M———
Kensington Asset Management, LLC
N/A—83,744-83,744-100%$4.6M———
Scotia Capital Inc.
N/A—83,714-83,714-100%$4.6M———
Liberty Wealth Management LLC
N/A—83,549-83,549-100%$4.6M———
CreativeOne Wealth, LLC
N/A—83,539-83,539-100%$4.6M———
Cresset Asset Management, LLC
N/A—82,658-82,658-100%$4.6M———
Jones Financial Companies Lllp
N/A—80,218-80,218-100%$4.5M———
Stifel Financial Corp
N/A—79,210-79,210-100%$4.4M———
BlackRock, Inc.
N/A—76,474-76,474-100%$4.2M———
Act Two Investors LLC
N/A—74,530-74,530-100%$4.1M———
Susquehanna International Group, LLP
N/A—74,139-74,139-100%$4.1M———
Commerce Bank
N/A—68,676-68,676-100%$3.8M———
IHT Wealth Management, LLC
N/A—63,972-63,972-100%$3.5M———
Nomura Asset Management Co LTD
N/A—57,200-57,200-100%$3.2M———
AQR Capital Management LLC
N/A—53,662-53,662-100%$3.0M———
Citadel Advisors LLC
N/A—52,770-52,770-100%$2.9M———
Empowered Funds, LLC
N/A—49,196-49,196-100%$2.7M———
Axiom Financial Strategies, LLC
N/A—46,270-46,270-100%$2.6M———
WFA of San Diego, LLC
N/A—42,626-42,626-100%$2.3M———
Flatrock Wealth Partners LLC
N/A—42,306-42,306-100%$2.3M———
Jane Street Group, LLC
N/A—41,170-41,170-100%$2.3M———
Pacific Financial Group Inc
N/A—35,460-35,460-100%$2.0M———
Manhattan West Asset Management, LLC
N/A—31,717-31,717-100%$1.8M———
Pathstone Holdings, LLC
N/A—30,956-30,956-100%$1.7M———
Savvy Advisors, Inc.
N/A—30,893-30,893-100%$1.7M———
Trustmark Bank Trust Department
N/A—30,264-30,264-100%$1.7M———
Waverly Advisors, LLC
N/A—27,547-27,547-100%$1.5M———
Flow Traders U.S. LLC
N/A—26,154-26,154-100%$1.4M———
Fiduciary Financial Advisors
N/A—25,879-25,879-100%$1.4M———
Atomic Invest LLC
N/A—25,246-25,246-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—24,358-24,358-100%$1.3M———
Alesco Advisors, LLC, An ESL Co
N/A—22,712-22,712-100%$1.3M———
Coppell Advisory Solutions LLC
N/A—21,924-21,924-100%$625.6K———
Cambria Investment Management, L.P.
N/A—21,780-21,780-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—19,758-19,758-100%$1.1M———
Oakmont Advisory Group, LLC
N/A—19,682-19,682-100%$1.1M———
Talon Private Wealth, LLC
N/A—19,639-19,639-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—19,407-19,407-100%$1.1M———
Vanguard Advisers Inc
N/A—18,730-18,730-100%$1.0M———
Nwam LLC
N/A—18,605-18,605-100%$1.0M———
World Investment Advisors
N/A—18,340-18,340-100%$1.0M———
Two Sigma Securities, LLC
N/A—17,702-17,702-100%$976.8K———
Tailwinds Wealth, LLC
N/A—17,060-17,060-100%$941.4K———
M&T Bank Corp
N/A—16,826-16,826-100%$928.8K———
Estate Counselors, LLC
N/A—16,392-16,392-100%$904.5K———
Maripau Wealth Management LLC
N/A—15,514-15,514-100%$864.1K———
Envestnet Portfolio Solutions, Inc.
N/A—14,872-14,872-100%$820.6K———
PFG Investments, LLC
N/A—14,855-14,855-100%$819.7K———
Sanctuary Advisors, LLC
N/A—14,771-14,771-100%$815.1K———
Ranch Capital Advisors Inc.
N/A—14,471-14,471-100%$798.5K———
Orcam Financial Group
N/A—14,375-14,375-100%$793.2K———
Edgestream Partners, L.P.
N/A—14,266-14,266-100%$787.2K———
Atlanta Consulting Group Advisors, LLC
N/A—13,322-13,322-100%$735.1K———
Mairs & Power Inc
N/A—12,875-12,875-100%$710.4K———
Osborne Partners Capital Management, LLC
N/A—11,510-11,510-100%$635.1K———
Advyzon Investment Management, LLC
N/A—10,842-10,842-100%$598.3K———
Mittelman Wealth Management
N/A—10,754-10,754-100%$1.7M———
Kickstand Ventures, Llc.
N/A—10,545-10,545-100%$581.9K———
One Wealth Map LLC
N/A—10,283-10,283-100%$546.3K———
Topsail Wealth Management, LLC
N/A—10,065-10,065-100%$555.4K———
Integrated Wealth Concepts LLC
N/A—9,788-9,788-100%$540.1K———
Wick Capital Partners, LLC
N/A—9,684-9,684-100%$482.1K———
Arkadios Wealth Advisors
N/A—9,606-9,606-100%$530.0K———
Mariner, LLC
N/A—9,394-9,394-100%$518.4K———
Smartleaf Asset Management LLC
N/A—9,187-9,187-100%$512.5K———
Financial Engines Advisors L.L.C.
N/A—9,056-9,056-100%$499.7K———
Tudor Investment Corp ET AL
N/A—8,670-8,670-100%$478.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—8,218-8,218-100%$453.5K———
Pinney & Scofield, Inc.
N/A—8,027-8,027-100%$442.9K———
Clarion Wealth Managment Partners, LLC
N/A—7,966-7,966-100%$439.6K———
Headlands Technologies LLC
N/A—7,723-7,723-100%$426.2K———
Bank of Montreal
N/A—7,316-7,316-100%$403.7K———
Range Advisory, LLC
N/A—7,260-7,260-100%$400.6K———
Calton & Associates, Inc.
N/A—6,828-6,828-100%$376.8K———
Steward Partners Investment Advisory, LLC
N/A—6,464-6,464-100%$356.7K———
TRU Independence Asset Management 2, LLC
N/A—6,320-6,320-100%$348.7K———
Ameritas Advisory Services, LLC
N/A—6,149-6,149-100%$339.3K———
Hilltop Holdings Inc.
N/A—5,929-5,929-100%$327.2K———
One Wealth Advisors, LLC
N/A—5,667-5,667-100%$312.7K———
Private Advisor Group, LLC
N/A—5,531-5,531-100%$305.2K———
Equitable Holdings, Inc.
N/A—5,413-5,413-100%$298.7K———
MAI Capital Management
N/A—5,390-5,390-100%$297.4K———
Atlas Legacy Advisors, LLC
N/A—5,363-5,363-100%$295.9K———
Alexander Labrunerie & Co., Inc.
N/A—5,162-5,162-100%$284.9K———
Benjamin Edwards Inc
N/A—5,101-5,101-100%$281.5K———
Liberty Square Wealth Partners LLC
N/A—5,002-5,002-100%$276.0K———
Westbourne Investments, Inc.
N/A—4,880-4,880-100%$269.3K———
WJ Financial Advisors LLC
N/A—4,807-4,807-100%$265.3K———
IMA Advisory Services, Inc.
N/A—4,609-4,609-100%$254.3K———
Blom & Howell Financial Planning, Inc.
N/A—4,307-4,307-100%$237.7K———
Brown Advisory Inc
N/A—4,095-4,095-100%$225.9K———
Klcm Advisors, Inc.
N/A—4,037-4,037-100%$222.8K———
Foundations Investment Advisors, LLC
N/A—3,913-3,913-100%$215.9K———
Peak Retirement Planning, Inc.
N/A—3,863-3,863-100%$213.2K———
RiverFront Investment Group, LLC
N/A—3,719-3,719-100%$205.2K———
Franklin Resources Inc
N/A—3,331-3,331-100%$183.8K———
GeoWealth Management, LLC
N/A—3,313-3,313-100%$182.8K———
Rialto Wealth Management, LLC
N/A—2,660-2,660-100%$146.8K———
Blair William & Co
N/A—2,551-2,551-100%$140.8K———
Dunhill Financial, LLC
N/A—2,382-2,382-100%$131.4K———
FMR LLC
N/A—2,355-2,355-100%$129.9K———
BFC Planning, Inc.
N/A—1,778-1,778-100%$98.1K———
Webster Bank, N. A.
N/A—1,703-1,703-100%$94.0K———
Geneos Wealth Management Inc.
N/A—1,660-1,660-100%$91.6K———
Qube Research & Technologies Ltd
N/A—1,429-1,429-100%$78.9K———
Huntington National Bank
N/A—1,336-1,336-100%$73.7K———
Arax Advisory Partners
N/A—1,316-1,316-100%$72.6K———
FWL Investment Management, LLC
N/A—1,099-1,099-100%$60.7K———
Crews Bank & Trust
N/A—870-870-100%$48.0K———
Capital Analysts, LLC
N/A—803-803-100%$44———
Bogart Wealth, LLC
N/A—565-565-100%$31.2K———
Bartlett & Co. Wealth Management LLC
N/A—450-450-100%$24.8K———
Optiver Holding B.V.
N/A—357-357-100%$19.7K———
IFG Advisory, LLC
N/A—273-273-100%$15.0K———
Millstone Evans Group, LLC
N/A—271-271-100%$15.0K———
Continuum Advisory, LLC
N/A—242-242-100%$13.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—238-238-100%$13.1K———
Financial Gravity Companies, Inc.
N/A—219-219-100%$12.1K———
Founders Financial Alliance, LLC
N/A—204-204-100%$11.3K———
Sittner & Nelson, LLC
N/A—185-185-100%$10.2K———
Delos Wealth Advisors, LLC
N/A—126-126-100%$7.0K———
Measured Wealth Private Client Group, LLC
N/A—121-121-100%$6.7K———
Caldwell Sutter Capital, Inc.
N/A—86-86-100%$4.7K———
Aptus Capital Advisors, LLC
N/A—80-80-100%$4.4K———
Strategic Wealth Partners, Ltd.
N/A—64-64-100%$3.5K———
FAS Wealth Partners, Inc.
N/A—60-60-100%$3.3K———
MRP Capital Investments, LLC
N/A—51-51-100%$2.8K———
ST Germain D J Co Inc
N/A—48-48-100%$2.6K———
CVA Family Office, LLC
N/A—41-41-100%$2.3K———
Timbuktu Capital Management, LLC
N/A—35-35-100%$1.9K———
BNP Paribas Financial Markets
N/A—35-35-100%$1.9K———
Aventura Private Wealth, LLC
N/A—33-33-100%$1.8K———
Darwin Wealth Management, LLC
N/A—30-30-100%$1.7K———
Crewe Advisors LLC
N/A—18-18-100%$994———
Medallion Wealth Advisors, LLC
N/A—16-16-100%$883———
O'shaughnessy Asset Management, LLC
N/A—6-6-100%$331———
HFM Investment Advisors, LLC
N/A—1-1-100%$19———
Showing 500 of 500 institutions