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Wisdomtree US Largecap Divid (DLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,999,610 from 4,105,997
Change-106,387 (-3%)
Value$388.8M (-$6.7M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares3,383,234 from 3,485,235
Change-102,001 (-3%)
Value$328.9M (-$6.8M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares1,323,478 from 1,339,092
Change-15,614 (-1%)
Value$128.6M (-$339.3K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares1,202,198 from 1,196,646
Change+5,552 (+0%)
Value$116.9M (+$1.6M)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares943,083 from 942,613
Change+470 (+0%)
Value$91.7M (+$875.2K)
Filed 2026-11-06
Waterway Wealth Management, LLC
INCREASED
Shares663,444 from 655,697
Change+7,747 (+1%)
Value$58.0M (+$1.3M)
Filed 2026-10-28
CLG LLC
DECREASED
Shares442,636 from 460,674
Change-18,038 (-4%)
Value$43.0M (-$1.3M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares418,845 from 591,837
Change-172,992 (-29%)
Value$40.7M (-$16.3M)
Filed 2026-11-02
IAG Wealth Partners, LLC
DECREASED
Shares402,351 from 402,998
Change-647 (0%)
Value$39.1M (+$291.7K)
Filed 2026-11-06
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares391,195 from 381,301
Change+9,894 (+3%)
Value$38.0M (+$1.3M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares365,052 from 367,998
Change-2,946 (-1%)
Value$35.5K (-$35.4M)
Filed 2026-11-02
Fidelis iM, LLC
INCREASED
Shares313,206 from 262,348
Change+50,858 (+19%)
Value$30.4M (+$5.2M)
Filed 2026-10-16
Fox Financial, Inc
DECREASED
Shares306,152 from 311,911
Change-5,759 (-2%)
Value$29.8M (-$285.3K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares296,659 from 214,927
Change+81,732 (+38%)
Value$28.8M (+$8.1M)
Filed 2026-11-02
Fairway Wealth LLC
DECREASED
Shares252,671 from 262,387
Change-9,716 (-4%)
Value$24.6M (-$713.5K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares208,035 from 209,571
Change-1,536 (-1%)
Value$20.2M (+$35.1K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
INCREASED
Shares198,715 from 198,080
Change+635 (+0%)
Value$19.3M (+$236.1K)
Filed 2026-10-23
truNorth Financial Services, Inc.
DECREASED
Shares150,141 from 150,248
Change-107 (0%)
Value$14.6M (+$121.9K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares126,909 from 118,930
Change+7,979 (+7%)
Value$12.5M (+$878.4K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares125,281 from 124,840
Change+441 (+0%)
Value$12.2M (+$152.7K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares124,911 from 123,010
Change+1,901 (+2%)
Value$12.1M (+$293.0K)
Filed 2026-10-29
TopTier Wealth Management, LLC
INCREASED
Shares118,277 from 109,947
Change+8,330 (+8%)
Value$11.5M (+$906.4K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares111,877 from 105,870
Change+6,007 (+6%)
Value$10.9K (+$677)
Filed 2026-10-02
Aspiriant, LLC
DECREASED
Shares108,829 from 126,165
Change-17,336 (-14%)
Value$10.6M (-$1.6M)
Filed 2026-10-16
Key FInancial Inc
DECREASED
Shares92,954 from 96,015
Change-3,061 (-3%)
Value$9.0M (-$213.0K)
Filed 2026-11-02
Moller Wealth Partners
DECREASED
Shares91,319 from 91,793
Change-474 (-1%)
Value$8.9M (+$34.7K)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares80,603 from 8,234
Change+72,369 (+879%)
Value$7.8M (+$7.0M)
Filed 2026-10-21
Centennial Wealth Advisory LLC
INCREASED
Shares76,990 from 68,419
Change+8,571 (+13%)
Value$7.5M (+$893.3K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares69,177 from 71,029
Change-1,852 (-3%)
Value$6.7M (-$117.5K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
INCREASED
Shares66,047 from 59,017
Change+7,030 (+12%)
Value$6.4M (+$735.3K)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares62,554 from 62,541
Change+13 (+0%)
Value$6.1M (+$56.2K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares60,199 from 65,325
Change-5,126 (-8%)
Value$5.9M (-$440.8K)
Filed 2026-11-06
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares58,944 from 62,709
Change-3,765 (-6%)
Value$5.7M (-$310.8K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
INCREASED
Shares54,451 from 51,822
Change+2,629 (+5%)
Value$5.3M (+$301.1K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares53,936 from 54,264
Change-328 (-1%)
Value$5.2M (+$15.9K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares52,785 from 52,714
Change+71 (+0%)
Value$5.1M (+$53.3K)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
INCREASED
Shares52,732 from 52,179
Change+553 (+1%)
Value$5.1M (+$99.7K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares51,840 from 51,463
Change+377 (+1%)
Value$5.0M (+$81.9K)
Filed 2026-10-23
Clearwater Capital Advisors, LLC
DECREASED
Shares51,585 from 51,655
Change-70 (0%)
Value$5.0M (+$38.7K)
Filed 2026-11-06
Stenger Family Office, LLC
DECREASED
Shares47,499 from 50,010
Change-2,511 (-5%)
Value$4.7M (-$92.3K)
Filed 2026-10-22
Uhlmann Price Securities, LLC
INCREASED
Shares46,042 from 23,566
Change+22,476 (+95%)
Value$4.5M (+$2.2M)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares44,692 from 21,014
Change+23,678 (+113%)
Value$4.3M (+$2.3M)
Filed 2026-10-15
MidAtlantic Capital Management, Inc.
DECREASED
Shares44,549 from 47,969
Change-3,420 (-7%)
Value$4.3M (-$290.2K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares44,479 from 117,671
Change-73,192 (-62%)
Value$4.3M (-$7.0M)
Filed 2026-10-16
Nadler Financial Group, Inc.
INCREASED
Shares43,286 from 43,281
Change+5 (+0%)
Value$4.2M (+$38.5K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares39,667 from 41,466
Change-1,799 (-4%)
Value$3.9M (-$138.4K)
Filed 2026-10-21
Linscomb Wealth, Inc.
DECREASED
Shares38,325 from 42,205
Change-3,880 (-9%)
Value$3.7M (-$340.0K)
Filed 2026-11-05
True Link Financial Advisors, LLC
UNCHANGED
Shares38,123 from 38,123
Change0 (0%)
Value$3.7M (+$33.5K)
Filed 2026-10-27
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares36,183 from 34,363
Change+1,820 (+5%)
Value$3.5M (+$207.1K)
Filed 2026-10-08
Meridian Financial Partners LLC
UNCHANGED
Shares36,050 from 36,050
Change0 (0%)
Value$3.6M (+$65.3K)
Filed 2026-10-23
Mather Group, Llc.
UNCHANGED
Shares32,075 from 32,075
Change0 (0%)
Value$3.1M (+$28.2K)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares31,295 from 31,345
Change-50 (0%)
Value$3.0M (+$22.7K)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares31,158 from 31,141
Change+17 (+0%)
Value$3.0M (+$29.0K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares29,860 from 34,742
Change-4,882 (-14%)
Value$2.9M (-$443.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares29,009 from 27,648
Change+1,361 (+5%)
Value$2.8M (+$156.6K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares28,291 from 4,807
Change+23,484 (+489%)
Value$2.8M (+$2.3M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares27,942 from 11,021
Change+16,921 (+154%)
Value$2.7M (+$1.7M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares27,186 from 14,554
Change+12,632 (+87%)
Value$2.6M (+$1.2M)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares25,953 from 27,391
Change-1,438 (-5%)
Value$2.5M (-$115.7K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares25,842 from 25,700
Change+142 (+1%)
Value$2.5M (+$36.4K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares24,912 from 25,369
Change-457 (-2%)
Value$2.5M (+$4.6K)
Filed 2026-10-27
Allen Capital Group, LLC
DECREASED
Shares23,779 from 26,800
Change-3,021 (-11%)
Value$2.3M (-$270.1K)
Filed 2026-10-27
Team Financial Group, LLC
DECREASED
Shares22,233 from 22,647
Change-414 (-2%)
Value$2.2M (-$20.3K)
Filed 2026-10-30
Culbertson A N & Co Inc
DECREASED
Shares22,093 from 22,133
Change-40 (0%)
Value$2.1M (+$15.6K)
Filed 2026-10-21
Kondo Wealth Advisors, Inc.
INCREASED
Shares22,040 from 22,030
Change+10 (+0%)
Value$2.1M (+$20.3K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares21,896 from 20,499
Change+1,397 (+7%)
Value$2.1M (+$153.7K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
DECREASED
Shares20,969 from 21,019
Change-50 (0%)
Value$2.0M (+$13.6K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares20,719 from 18,390
Change+2,329 (+13%)
Value$2.0M (+$242.6K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
INCREASED
Shares20,356 from 20,268
Change+88 (+0%)
Value$2.0M (+$24.6K)
Filed 2026-10-09
Wedmont Private Capital
UNCHANGED
Shares19,616 from 19,616
Change0 (0%)
Value$1.9M (+$14.9K)
Filed 2026-10-09
GSG Advisors LLC
INCREASED
Shares19,310 from 19,307
Change+3 (+0%)
Value$1.9M (+$17.3K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares18,716 from 18,683
Change+33 (+0%)
Value$1.8M (+$19.7K)
Filed 2026-11-05
Independent Wealth Network Inc.
DECREASED
Shares18,477 from 19,055
Change-578 (-3%)
Value$1.8M (-$39.5K)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares17,755 from 17,873
Change-118 (-1%)
Value$1.7M (+$4.3K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
DECREASED
Shares17,581 from 18,187
Change-606 (-3%)
Value$1.7M (-$42.9K)
Filed 2026-10-16
KCM Investment Advisors LLC
INCREASED
Shares17,432 from 17,356
Change+76 (+0%)
Value$1.7M (+$22.6K)
Filed 2026-10-27
WealthCare Investment Partners, LLC
DECREASED
Shares17,393 from 17,457
Change-64 (0%)
Value$1.7M (+$9.1K)
Filed 2026-11-05
Flynn Zito Capital Management, LLC
INCREASED
Shares16,934 from 16,864
Change+70 (+0%)
Value$1.6M (+$21.7K)
Filed 2026-11-04
Apollon Wealth Management, LLC
NEW
Shares16,666
Change+16,666
Value$1.6M
Filed 2026-10-23
HB Wealth Management, LLC
UNCHANGED
Shares16,653 from 16,653
Change0 (0%)
Value$1.6M (+$14.7K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
UNCHANGED
Shares16,544 from 16,544
Change0 (0%)
Value$1.6M (+$14.6K)
Filed 2026-10-08
Tranquility Partners, LLC
DECREASED
Shares15,746 from 16,020
Change-274 (-2%)
Value$1.5M (-$12.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares15,740 from 23,352
Change-7,612 (-33%)
Value$1.5M (-$719.5K)
Filed 2026-10-08
Asset One Wealth Management LLC
INCREASED
Shares15,092 from 10,063
Change+5,029 (+50%)
Value$1.5M (+$481.0K)
Filed 2026-11-02
St. Clair Advisors, LLC
UNCHANGED
Shares14,602 from 14,602
Change0 (0%)
Value$1.4M (+$12.9K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares14,446 from 13,974
Change+472 (+3%)
Value$1.4M (+$58.2K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares14,120 from 14,178
Change-58 (0%)
Value$1.4M (+$6.8K)
Filed 2026-11-03
G&S Capital LLC
DECREASED
Shares13,752 from 16,276
Change-2,524 (-16%)
Value$1.3M (-$231.0K)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
DECREASED
Shares13,635 from 13,992
Change-357 (-3%)
Value$1.3M (-$22.4K)
Filed 2026-11-03
Platform Technology Partners
UNCHANGED
Shares13,597 from 13,597
Change0 (0%)
Value$1.3M (+$12.0K)
Filed 2026-11-02
Beacon Financial Group
UNCHANGED
Shares13,131 from 13,131
Change0 (0%)
Value$1.3M (+$11.6K)
Filed 2026-10-19
TigerOak Management, L.L.C.
DECREASED
Shares13,123 from 13,325
Change-202 (-2%)
Value$1.3M (-$7.9K)
Filed 2026-10-23
Perryman Financial Advisory Inc
DECREASED
Shares13,079 from 13,358
Change-279 (-2%)
Value$1.3M (-$15.4K)
Filed 2026-10-16
HBK Sorce Advisory LLC
INCREASED
Shares12,952 from 7,212
Change+5,740 (+80%)
Value$1.3M (+$552.3K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares12,927 from 13,070
Change-143 (-1%)
Value$1.3M (-$2.4K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares12,356 from 14,529
Change-2,173 (-15%)
Value$1.2K (-$1.4M)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED
Shares12,154 from 13,553
Change-1,399 (-10%)
Value$1.2M (-$124.1K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
UNCHANGED
Shares12,150 from 12,150
Change0 (0%)
Value$1.2M (+$10.7K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares12,125 from 12,512
Change-387 (-3%)
Value$1.2M (-$26.6K)
Filed 2026-10-15
Moneco Advisors, LLC
DECREASED
Shares11,457 from 11,503
Change-46 (0%)
Value$1.1M (+$5.7K)
Filed 2026-11-05
MCF Advisors LLC
UNCHANGED
Shares11,453 from 11,453
Change0 (0%)
Value$1.1M (+$10.1K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares11,379 from 13,002
Change-1,623 (-12%)
Value$1.1K (-$1.3M)
Filed 2026-10-22
Harpswell Capital Advisors, LLC
INCREASED
Shares11,111 from 10,000
Change+1,111 (+11%)
Value$1.1M (+$116.8K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
DECREASED
Shares11,008 from 11,293
Change-285 (-3%)
Value$1.1M (-$17.7K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares10,229 from 9,829
Change+400 (+4%)
Value$994.3K (+$47.5K)
Filed 2026-10-26
Well Done, LLC
UNCHANGED
Shares9,954 from 9,954
Change0 (0%)
Value$967.5K (+$8.8K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares9,911 from 9,558
Change+353 (+4%)
Value$963.4K (+$42.7K)
Filed 2026-11-06
Eagle Strategies LLC
DECREASED
Shares9,827 from 9,831
Change-4 (0%)
Value$955.2K (+$8.2K)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares9,402 from 9,402
Change0 (0%)
Value$913.9K (+$8.3K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED
Shares9,240 from 9,240
Change0 (0%)
Value$898.1K (+$8.1K)
Filed 2026-10-26
626 Financial, LLC
INCREASED
Shares9,026 from 9,005
Change+21 (+0%)
Value$877.3K (+$10.0K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares8,992 from 8,965
Change+27 (+0%)
Value$874.0K (+$10.5K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares8,818 from 7,938
Change+880 (+11%)
Value$857.1K (+$92.6K)
Filed 2026-11-03
Noesis Capital Mangement Corp
INCREASED
Shares8,764 from 8,000
Change+764 (+10%)
Value$851.9K (+$81.3K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
INCREASED
Shares8,694 from 8,592
Change+102 (+1%)
Value$845.1K (+$17.5K)
Filed 2026-10-08
Capital Advisors Wealth Management, LLC
DECREASED
Shares8,493 from 8,527
Change-34 (0%)
Value$825.6K (+$4.2K)
Filed 2026-10-09
Compass Capital Management, Inc
UNCHANGED
Shares8,360 from 8,360
Change0 (0%)
Value$812.6K (+$7.4K)
Filed 2026-11-06
Nfsg Corp
DECREASED
Shares8,174 from 8,495
Change-321 (-4%)
Value$794.6K (-$23.7K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares7,731 from 7,709
Change+22 (+0%)
Value$751.5K (+$8.9K)
Filed 2026-10-29
Diversify Wealth Management, LLC
INCREASED
Shares7,720 from 2,552
Change+5,168 (+203%)
Value$770.4K (+$519.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares7,720 from 2,552
Change+5,168 (+203%)
Value$770.4K (+$519.1K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares7,554 from 7,522
Change+32 (+0%)
Value$734.3K (+$9.8K)
Filed 2026-11-03
Live Oak Investment Partners
DECREASED
Shares7,519 from 7,685
Change-166 (-2%)
Value$730.8K (-$9.4K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares7,486 from 7,481
Change+5 (+0%)
Value$727.7K (+$7.1K)
Filed 2026-10-20
Lutz Financial Services LLC
UNCHANGED
Shares7,456 from 7,456
Change0 (0%)
Value$724.7K (+$6.6K)
Filed 2026-11-06
Benedict Financial Advisors Inc
INCREASED
Shares7,188 from 7,186
Change+2 (+0%)
Value$698.6K (+$6.5K)
Filed 2026-10-07
Post Resch Tallon Group Inc.
UNCHANGED
Shares7,085 from 7,085
Change0 (0%)
Value$688.7K (+$6.2K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares6,990 from 6,178
Change+812 (+13%)
Value$679.5K (+$84.4K)
Filed 2026-10-21
Lyell Wealth Management, LP
UNCHANGED
Shares6,885 from 6,885
Change0 (0%)
Value$669.2K (+$6.1K)
Filed 2026-10-30
Oak Barrel Wealth Advisory LLC
INCREASED
Shares6,773 from 6,744
Change+29 (+0%)
Value$658.4K (+$8.8K)
Filed 2026-11-05
Valmark Advisers, Inc.
UNCHANGED
Shares6,707 from 6,707
Change0 (0%)
Value$652.0K (+$5.9K)
Filed 2026-11-06
Grandview Asset Management LLC
INCREASED
Shares6,663 from 6,574
Change+89 (+1%)
Value$647.7K (+$14.5K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
UNCHANGED
Shares6,608 from 6,608
Change0 (0%)
Value$642.3K (+$5.8K)
Filed 2026-10-01
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,452 from 4,867
Change+1,585 (+33%)
Value$627.2K (+$158.4K)
Filed 2026-10-08
International Assets Investment Management, LLC
DECREASED
Shares6,438 from 7,161
Change-723 (-10%)
Value$626.1K (-$64.2K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares6,400 from 6,393
Change+7 (+0%)
Value$622.0K (+$6.3K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares6,262 from 6,259
Change+3 (+0%)
Value$608.6K (+$5.8K)
Filed 2026-10-28
Powers Advisory Group, LLC
INCREASED
Shares5,988 from 5,962
Change+26 (+0%)
Value$582.0K (+$7.8K)
Filed 2026-10-14
Henderson Brothers Financial Partners, LLC
INCREASED
Shares5,848 from 5,822
Change+26 (+0%)
Value$568.4K (+$7.6K)
Filed 2026-11-03
Impact Capital Partners LLC
UNCHANGED
Shares5,834 from 5,834
Change0 (0%)
Value$567.1K (+$5.1K)
Filed 2026-10-22
LS Investment Advisors, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$563.8K (+$5.1K)
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED
Shares5,773 from 6,131
Change-358 (-6%)
Value$561.1K (-$29.4K)
Filed 2026-10-14
Associated Banc-Corp
DECREASED
Shares5,656 from 5,756
Change-100 (-2%)
Value$549.8K (-$4.7K)
Filed 2026-10-30
Howard Bailey Securities, LLC
DECREASED
Shares5,526 from 5,685
Change-159 (-3%)
Value$537.2K (-$10.4K)
Filed 2026-10-27
Savant Capital, LLC
DECREASED
Shares5,438 from 6,513
Change-1,075 (-17%)
Value$528.6K (-$88.3K)
Filed 2026-11-06
Studio Investment Management LLC
INCREASED
Shares5,407 from 3,907
Change+1,500 (+38%)
Value$525.6K (+$149.2K)
Filed 2026-10-22
Heritage Wealth Management, Inc. s
DECREASED
Shares5,340 from 5,349
Change-9 (0%)
Value$519.0K (+$3.8K)
Filed 2026-11-06
Burns J W & Co Inc
INCREASED
Shares5,339 from 3,750
Change+1,589 (+42%)
Value$519.0K (+$157.8K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares5,218 from 5,083
Change+135 (+3%)
Value$507.2K (+$17.6K)
Filed 2026-10-28
Midland Wealth Advisors, LLC
UNCHANGED
Shares5,165 from 5,165
Change0 (0%)
Value$502.0K (+$4.5K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares5,130 from 5,379
Change-249 (-5%)
Value$498.6K (-$19.5K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,098 from 5,090
Change+8 (+0%)
Value$495 (-$489.5K)
Filed 2026-11-04
SMI Advisory Services, LLC
DECREASED
Shares5,048 from 13,571
Change-8,523 (-63%)
Value$500.3K (-$821.0K)
Filed 2026-10-13
Marion Wealth Management
UNCHANGED
Shares4,967 from 4,967
Change0 (0%)
Value$482.8K (+$4.4K)
Filed 2026-10-22
Cora Capital Advisors LLC
UNCHANGED
Shares4,964 from 4,964
Change0 (0%)
Value$482.5K (+$4.4K)
Filed 2026-11-02
Courier Capital LLC
INCREASED
Shares4,912 from 4,891
Change+21 (+0%)
Value$477.4K (+$6.4K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$472.3K (+$4.3K)
Filed 2026-11-04
ARK & TLK Investments, LLC
UNCHANGED
Shares4,856 from 4,856
Change0 (0%)
Value$472.0K (+$4.3K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares4,818 from 4,158
Change+660 (+16%)
Value$468.3K (+$67.8K)
Filed 2026-11-04
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares4,763 from 4,763
Change0 (0%)
Value$463.0K (+$4.2K)
Filed 2026-10-22
Midwest Trust Co
DECREASED
Shares4,753 from 4,809
Change-56 (-1%)
Value$462.0K (-$1.2K)
Filed 2026-10-22
Equitable Trust Co
DECREASED
Shares4,700 from 5,149
Change-449 (-9%)
Value$456.8K (-$39.1K)
Filed 2026-10-13
Salomon & Ludwin, LLC
UNCHANGED
Shares4,661 from 4,661
Change0 (0%)
Value$453.0K (+$3.7K)
Filed 2026-10-29
Rockport Wealth LLC
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$446.1K (+$4.0K)
Filed 2026-11-03
Florida Trust Wealth Management Co
UNCHANGED
Shares4,565 from 4,565
Change0 (0%)
Value$443.7K (+$4.0K)
Filed 2026-11-05
UMB Bank, n.a.
UNCHANGED
Shares4,446 from 4,446
Change0 (0%)
Value$432.2K (+$3.9K)
Filed 2026-11-06
Willow Creek Wealth Management Inc.
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$426.3K (+$3.9K)
Filed 2026-10-26
Level Four Advisory Services, LLC
DECREASED
Shares4,137 from 4,141
Change-4 (0%)
Value$402.1K (+$3.3K)
Filed 2026-11-06
SpringVest Wealth Management LLC
UNCHANGED
Shares4,125 from 4,125
Change0 (0%)
Value$401.0K (+$3.6K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares4,050 from 4,036
Change+14 (+0%)
Value$393.7K (+$5.0K)
Filed 2026-11-05
HUB Investment Partners, LLC
UNCHANGED
Shares4,047 from 4,047
Change0 (0%)
Value$393.4K (+$3.6K)
Filed 2026-11-03
Code Waechter LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$388.8K (+$3.5K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares3,981 from 3,981
Change0 (0%)
Value$387.0K (+$3.5K)
Filed 2026-10-16
Rockland Trust Co
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$386.9K (+$3.5K)
Filed 2026-10-05
Modera Wealth Management, LLC
UNCHANGED
Shares3,927 from 3,927
Change0 (0%)
Value$381.7K (+$3.5K)
Filed 2026-10-28
Garrett Wealth Advisory Group, LLC
DECREASED
Shares3,870 from 3,873
Change-3 (0%)
Value$376.1K (+$3.1K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
DECREASED
Shares3,869 from 3,883
Change-14 (0%)
Value$376.1K (+$29.2K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares3,793 from 3,595
Change+198 (+6%)
Value$368.7K (+$22.4K)
Filed 2026-10-16
Staley Capital Advisers Inc
INCREASED
Shares3,747 from 3,744
Change+3 (+0%)
Value$364.2K (+$3.6K)
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares3,733 from 3,717
Change+16 (+0%)
Value$362.8K (+$4.8K)
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$349.4K (+$3.2K)
Filed 2026-10-16
Boyer Financial Services, Inc.
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$345.5K (+$213)
Filed 2026-10-23
Wolfstich Capital, LLC
UNCHANGED
Shares3,501 from 3,501
Change0 (0%)
Value$342.5K (+$2.4K)
Filed 2026-10-14
Obermeyer Wealth Partners
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$319.4K (+$2.9K)
Filed 2026-10-21
Rodgers & Associates, LTD
DECREASED
Shares3,285 from 3,585
Change-300 (-8%)
Value$319.3K (-$26.0K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
DECREASED
Shares3,240 from 3,429
Change-189 (-6%)
Value$314.9K (-$15.4K)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$311.0K (+$2.8K)
Filed 2026-10-16
Csenge Advisory Group
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$309.5K (+$2.8K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares3,171 from 246
Change+2,925 (+1189%)
Value$308.2K (+$284.5K)
Filed 2026-10-21
Wavvest Wealth LLC
NEW
Shares3,161
Change+3,161
Value$307.2K
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares3,127 from 3,224
Change-97 (-3%)
Value$303.9K (-$6.6K)
Filed 2026-10-22
Fisher Asset Management, LLC
NEW
Shares3,100
Change+3,100
Value$301.3K
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares3,091 from 3,078
Change+13 (+0%)
Value$300.5K (+$4.0K)
Filed 2026-10-29
Marino, Stram & Associates LLC
UNCHANGED
Shares3,076 from 3,076
Change0 (0%)
Value$299.0K (+$2.7K)
Filed 2026-10-22
Fusion Capital, LLC
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$297.6K (+$2.7K)
Filed 2026-10-28
Prospera Financial Services Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$301.9K (+$12.9K)
Filed 2026-11-04
Aviance Capital Partners, LLC
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$288.9K (+$2.6K)
Filed 2026-10-29
Dixon Fnancial Services, Inc.
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$283.5K (+$2.6K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,907 from 3,233
Change-326 (-10%)
Value$282.6K (-$28.8K)
Filed 2026-10-15
JGP Wealth Management, LLC
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$280.1K (+$2.5K)
Filed 2026-10-13
LVM Capital Management LTD
UNCHANGED
Shares2,874 from 2,874
Change0 (0%)
Value$279.4K (+$279.1K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
NEW
Shares2,841
Change+2,841
Value$276.1K
Filed 2026-10-16
Baker Avenue Asset Management, LP
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$267.3K (+$2.4K)
Filed 2026-11-06
Kuhn & Co Investment Counsel
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$264.9K (+$2.4K)
Filed 2026-10-29
Pullen Investment Management, LLC
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$264.6K (+$2.4K)
Filed 2026-10-23
Berkshire Money Management, Inc.
NEW
Shares2,717
Change+2,717
Value$264.1K
Filed 2026-10-21
Northern Capital Management, Inc.
UNCHANGED
Shares2,714 from 2,714
Change0 (0%)
Value$263.8K (+$2.4K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares2,709 from 2,329
Change+380 (+16%)
Value$263.3K (+$39.0K)
Filed 2026-10-14
Garde Capital, Inc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$262.4K (+$2.4K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares2,645 from 2,681
Change-36 (-1%)
Value$257.1K (-$1.1K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
DECREASED
Shares2,622 from 3,122
Change-500 (-16%)
Value$255.3K (-$45.5K)
Filed 2026-10-22
Brady Family Wealth, LLC
UNCHANGED
Shares2,617 from 2,617
Change0 (0%)
Value$254.4K (+$2.3K)
Filed 2026-11-02
MTM Investment Management, LLC
DECREASED
Shares2,596 from 2,876
Change-280 (-10%)
Value$252.3K (-$24.7K)
Filed 2026-10-30
Stage Harbor Financial, LLC
NEW
Shares2,576
Change+2,576
Value$250.4K
Filed 2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$250.4K (+$2.3K)
Filed 2026-11-06
USAdvisors Wealth Management, LLC
INCREASED
Shares2,569 from 2,561
Change+8 (+0%)
Value$249 (-$245.8K)
Filed 2026-10-21
Stone House Investment Management, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$246.9K (+$2.2K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares2,499 from 2,424
Change+75 (+3%)
Value$244.4K (+$10.9K)
Filed 2026-10-30
Fiera Capital Corp
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$242.3K (+$2.2K)
Filed 2026-11-06
Advisor OS, LLC
NEW
Shares2,488
Change+2,488
Value$241.8K
Filed 2026-11-03
Weaver Consulting Group
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$240.5K (+$2.2K)
Filed 2026-10-07
Signal Advisors Wealth, LLC
NEW
Shares2,458
Change+2,458
Value$238.9K
Filed 2026-10-13
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$237.2K (+$2.1K)
Filed 2026-11-04
St. Louis Trust Co
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$229.4K (-$5.7M)
Filed 2026-11-03
AMG National Trust Bank
NEW
Shares2,320
Change+2,320
Value$225.5K
Filed 2026-11-05
GEM Asset Management, LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$222.1K (+$2.0K)
Filed 2026-10-13
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares2,275 from 2,275
Change0 (0%)
Value$221.1K (+$2.0K)
Filed 2026-10-16
Farrell Financial LLC
NEW
Shares2,273
Change+2,273
Value$221.0K
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,266 from 2,277
Change-11 (0%)
Value$220.2K (+$568)
Filed 2026-10-13
Philadelphia Trust Co
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$219 (-$216.8K)
Filed 2026-11-05
Mlp3, LLC
INCREASED
Shares2,245 from 2,235
Change+10 (+0%)
Value$218.2K (+$2.9K)
Filed 2026-10-22
Old National Bancorp
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$214.9K (+$1.9K)
Filed 2026-10-20
Bill Few Associates, Inc.
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$212.9K (+$1.9K)
Filed 2026-10-09
Precedent Wealth Partners, LLC
UNCHANGED
Shares2,182 from 2,182
Change0 (0%)
Value$212.1K (+$1.9K)
Filed 2026-10-21
Krane Financial Solutions LLC
DECREASED
Shares2,181 from 2,227
Change-46 (-2%)
Value$212.0K (-$2.5K)
Filed 2026-10-30
Independent Financial Group, LLC
NEW
Shares2,169
Change+2,169
Value$210.8K
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$210.7K (+$1.9K)
Filed 2026-10-30
Vicus Capital
DECREASED
Shares2,161 from 2,256
Change-95 (-4%)
Value$210.0K (-$7.2K)
Filed 2026-11-05
LifeGoal Investments, LLC
NEW
Shares2,104
Change+2,104
Value$204.5K
Filed 2026-10-09
Wealth Effects LLC
NEW
Shares2,071
Change+2,071
Value$201.3K
Filed 2026-10-23
BKM Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$194.4K (+$1.8K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,899 from 5,664
Change-3,765 (-66%)
Value$184.6K (-$361.0K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$182.5K (+$1.7K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares1,818 from 517
Change+1,301 (+252%)
Value$176.7K (+$126.9K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,739 from 1,789
Change-50 (-3%)
Value$169.0K (-$3.3K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares1,673 from 1,401
Change+272 (+19%)
Value$161.1K (+$26.2K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,561 from 280
Change+1,281 (+458%)
Value$151.7K (+$124.8K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$150.6K (+$1.4K)
Filed 2026-10-02
Gamma Investing LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$150.1K (+$1.4K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$127.3K (+$1.2K)
Filed 2026-10-23
Frankly Finances, LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$125.4K (+$1.1K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$121 (-$119.9K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares1,200
Change+1,200
Value$116.6K
Filed 2026-10-27
Noble Wealth Management PBC
DECREASED
Shares1,167 from 1,367
Change-200 (-15%)
Value$113.4K (-$18.2K)
Filed 2026-10-01
City State Bank
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$107.9K (+$977)
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares1,003
Change+1,003
Value$100.6K
Filed 2026-10-26
Cullen T Bankers, Inc.
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$96.8K (+$876)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares956 from 681
Change+275 (+40%)
Value$92.9K (+$27.3K)
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares931 from 928
Change+3 (+0%)
Value$90.5K (+$1.1K)
Filed 2026-10-30
Clearstead Trust, LLC
DECREASED
Shares875 from 952
Change-77 (-8%)
Value$85.1K (-$6.6K)
Filed 2026-11-06
Valley Wealth Managers, Inc.
NEW
Shares836
Change+836
Value$81.3K
Filed 2026-10-09
AlphaCore Capital LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$80.7K (+$730)
Filed 2026-11-04
Bank of New Hampshire
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$78.7K (+$713)
Filed 2026-10-06
Washington Trust Advisors, Inc.
DECREASED
Shares800 from 900
Change-100 (-11%)
Value$77.8K (-$8.9K)
Filed 2026-10-22
Lodestone Wealth Management LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$75.0K (+$679)
Filed 2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$70.8K (+$641)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares720 from 739
Change-19 (-3%)
Value$70.0K (-$1.2K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$68.0K (+$560)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$66.1K (+$598)
Filed 2026-10-15
RMG Wealth Management LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$66.0K (-$659)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$61.8K (+$560)
Filed 2026-10-09
Coastline Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$58.3K (+$528)
Filed 2026-10-01
Rosenberg Matthew Hamilton
NEW
Shares593
Change+593
Value$57.7K
Filed 2026-10-05
Parkside Financial Bank & Trust
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$53.8K (+$487)
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares507 from 505
Change+2 (+0%)
Value$49.3K (+$658)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$48.6K (+$440)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$44.5K (+$403)
Filed 2026-10-05
Comprehensive Financial Planning, Inc.
INCREASED
Shares446 from 445
Change+1 (+0%)
Value$43.4K (+$580)
Filed 2026-10-27
Tsfg, LLC
INCREASED
Shares420 from 418
Change+2 (+0%)
Value$41 (-$40.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$38.9K (+$352)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$31 ($0)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$29.8K (+$270)
Filed 2026-10-26
Toth Financial Advisory Corp
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$26.1K (+$236)
Filed 2026-10-08
Valley National Advisers Inc
DECREASED
Shares260 from 410
Change-150 (-37%)
Value$25.3K (-$14.2K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares220 from 219
Change+1 (+0%)
Value$21.4K (+$285)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$18.5K (+$167)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$17.7K (+$160)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$14.6K (+$132)
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$8.4K (+$76)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$8.4K (+$113)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.8K (+$70)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.9K (+$44)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.3K (+$38)
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.7K (+$1.7K)
Filed 2026-11-06
Financial Perspectives, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.6K (+$14)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$11)
Filed 2026-10-23
TD Private Client Wealth LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$972 (+$9)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
NEW
Shares1
Change+1
Value$57
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$289.0K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 2,439
Change-2,439 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 2,181
Change-2,181 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$149.3K)
Filed 2026-10-16
Vestor Capital, LLC
CLOSED
Shares0 from 370
Change-370 (-100%)
Value$0 (-$82)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-16
GGM Financial LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$22.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 2,938,251
Change-2,938,251 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,612,755
Change-2,612,755 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,439,830
Change-2,439,830 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,476,721
Change-1,476,721 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,315,387
Change-1,315,387 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,094,640
Change-1,094,640 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,035,464
Change-1,035,464 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,034,935
Change-1,034,935 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 805,255
Change-805,255 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 784,125
Change-784,125 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 640,994
Change-640,994 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 517,478
Change-517,478 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 460,179
Change-460,179 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 352,850
Change-352,850 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 340,936
Change-340,936 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 332,651
Change-332,651 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 330,573
Change-330,573 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 308,583
Change-308,583 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 285,646
Change-285,646 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 273,554
Change-273,554 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 263,948
Change-263,948 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 247,638
Change-247,638 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 227,252
Change-227,252 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 214,976
Change-214,976 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 201,344
Change-201,344 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 193,388
Change-193,388 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 192,864
Change-192,864 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 177,046
Change-177,046 (-100%)
Value—
Blair William & Co
N/A
Shares— from 135,878
Change-135,878 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 114,201
Change-114,201 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 110,430
Change-110,430 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 108,318
Change-108,318 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 107,012
Change-107,012 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 89,149
Change-89,149 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 76,725
Change-76,725 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 69,532
Change-69,532 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 67,931
Change-67,931 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 64,578
Change-64,578 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 61,735
Change-61,735 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 58,381
Change-58,381 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 58,306
Change-58,306 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 58,298
Change-58,298 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 57,760
Change-57,760 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 56,893
Change-56,893 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 56,326
Change-56,326 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 49,376
Change-49,376 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,204
Change-46,204 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 45,507
Change-45,507 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 43,412
Change-43,412 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 43,003
Change-43,003 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,899
Change-41,899 (-100%)
Value—
&partners
N/A
Shares— from 41,294
Change-41,294 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 41,137
Change-41,137 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 38,502
Change-38,502 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 37,381
Change-37,381 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,088
Change-32,088 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 31,359
Change-31,359 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 30,996
Change-30,996 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 28,552
Change-28,552 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 28,492
Change-28,492 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,753
Change-25,753 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 22,288
Change-22,288 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 22,101
Change-22,101 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,767
Change-21,767 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20,364
Change-20,364 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 19,857
Change-19,857 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 19,569
Change-19,569 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,230
Change-18,230 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 17,420
Change-17,420 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,319
Change-17,319 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,870
Change-16,870 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,818
Change-16,818 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,748
Change-16,748 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 16,223
Change-16,223 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,809
Change-15,809 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,404
Change-14,404 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 12,733
Change-12,733 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,127
Change-12,127 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,911
Change-10,911 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 10,688
Change-10,688 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,319
Change-9,319 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,733
Change-7,733 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,226
Change-7,226 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 801
Change-801 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 741
Change-741 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 378
Change-378 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 266
Change-266 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 200
Change-200 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
LPL Financial LLC
DECREASED3,999,6104,105,997-106,387-3%$395.5M$388.8M-$6.7M2026-11-06
PNC Financial Services Group, Inc.
DECREASED3,383,2343,485,235-102,001-3%$335.7M$328.9M-$6.8M2026-11-06
Creative Planning
DECREASED1,323,4781,339,092-15,614-1%$129.0M$128.6M-$339.3K2026-11-02
Trilogy Capital Inc.
INCREASED1,202,1981,196,646+5,552+0%$115.3M$116.9M+$1.6M2026-10-20
Clearstead Advisors, LLC
INCREASED943,083942,613+470+0%$90.8M$91.7M+$875.2K2026-11-06
Waterway Wealth Management, LLC
INCREASED663,444655,697+7,747+1%$56.8M$58.0M+$1.3M2026-10-28
CLG LLC
DECREASED442,636460,674-18,038-4%$44.4M$43.0M-$1.3M2026-10-13
Commonwealth Equity Services, LLC
DECREASED418,845591,837-172,992-29%$57.0M$40.7M-$16.3M2026-11-02
IAG Wealth Partners, LLC
DECREASED402,351402,998-6470%$38.8M$39.1M+$291.7K2026-11-06
Lee, Kelleher & Klein Wealth Management
INCREASED391,195381,301+9,894+3%$36.7M$38.0M+$1.3M2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED365,052367,998-2,946-1%$35.4M$35.5K-$35.4M2026-11-02
Fidelis iM, LLC
INCREASED313,206262,348+50,858+19%$25.3M$30.4M+$5.2M2026-10-16
Fox Financial, Inc
DECREASED306,152311,911-5,759-2%$30.0M$29.8M-$285.3K2026-10-29
Kestra Advisory Services, LLC
INCREASED296,659214,927+81,732+38%$20.7M$28.8M+$8.1M2026-11-02
Fairway Wealth LLC
DECREASED252,671262,387-9,716-4%$25.3M$24.6M-$713.5K2026-10-30
D.A. Davidson & Co.
DECREASED208,035209,571-1,536-1%$20.2M$20.2M+$35.1K2026-10-28
Revolve Wealth Partners, LLC
INCREASED198,715198,080+635+0%$19.1M$19.3M+$236.1K2026-10-23
truNorth Financial Services, Inc.
DECREASED150,141150,248-1070%$14.5M$14.6M+$121.9K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED126,909118,930+7,979+7%$11.7M$12.5M+$878.4K2026-10-13
United Advisor Group, LLC
INCREASED125,281124,840+441+0%$12.0M$12.2M+$152.7K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED124,911123,010+1,901+2%$11.8M$12.1M+$293.0K2026-10-29
TopTier Wealth Management, LLC
INCREASED118,277109,947+8,330+8%$10.6M$11.5M+$906.4K2026-10-16
CX Institutional
INCREASED111,877105,870+6,007+6%$10.2K$10.9K+$6772026-10-02
Aspiriant, LLC
DECREASED108,829126,165-17,336-14%$12.2M$10.6M-$1.6M2026-10-16
Key FInancial Inc
DECREASED92,95496,015-3,061-3%$9.2M$9.0M-$213.0K2026-11-02
Moller Wealth Partners
DECREASED91,31991,793-474-1%$8.8M$8.9M+$34.7K2026-10-15
Fifth Third Securities, Inc.
INCREASED80,6038,234+72,369+879%$793.1K$7.8M+$7.0M2026-10-21
Centennial Wealth Advisory LLC
INCREASED76,99068,419+8,571+13%$6.6M$7.5M+$893.3K2026-10-16
Truist Financial Corp
DECREASED69,17771,029-1,852-3%$6.8M$6.7M-$117.5K2026-10-30
Koshinski Asset Management, Inc.
INCREASED66,04759,017+7,030+12%$5.7M$6.4M+$735.3K2026-10-29
1900 Wealth Management LLC
INCREASED62,55462,541+13+0%$6.0M$6.1M+$56.2K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED60,19965,325-5,126-8%$6.3M$5.9M-$440.8K2026-11-06
Graves Light Lenhart Wealth, Inc.
DECREASED58,94462,709-3,765-6%$6.0M$5.7M-$310.8K2026-10-09
Flagship Wealth Advisors, LLC
INCREASED54,45151,822+2,629+5%$5.0M$5.3M+$301.1K2026-11-03
Sigma Planning Corp
DECREASED53,93654,264-328-1%$5.2M$5.2M+$15.9K2026-10-23
Fifth Third Bancorp
INCREASED52,78552,714+71+0%$5.1M$5.1M+$53.3K2026-11-05
Etesian Wealth Advisors, Inc.
INCREASED52,73252,179+553+1%$5.0M$5.1M+$99.7K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED51,84051,463+377+1%$5.0M$5.0M+$81.9K2026-10-23
Clearwater Capital Advisors, LLC
DECREASED51,58551,655-700%$5.0M$5.0M+$38.7K2026-11-06
Stenger Family Office, LLC
DECREASED47,49950,010-2,511-5%$4.8M$4.7M-$92.3K2026-10-22
Uhlmann Price Securities, LLC
INCREASED46,04223,566+22,476+95%$2.3M$4.5M+$2.2M2026-11-03
WealthPlan Investment Management, LLC
INCREASED44,69221,014+23,678+113%$2.0M$4.3M+$2.3M2026-10-15
MidAtlantic Capital Management, Inc.
DECREASED44,54947,969-3,420-7%$4.6M$4.3M-$290.2K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED44,479117,671-73,192-62%$11.3M$4.3M-$7.0M2026-10-16
Nadler Financial Group, Inc.
INCREASED43,28643,281+5+0%$4.2M$4.2M+$38.5K2026-10-23
Assetmark, Inc
DECREASED39,66741,466-1,799-4%$4.0M$3.9M-$138.4K2026-10-21
Linscomb Wealth, Inc.
DECREASED38,32542,205-3,880-9%$4.1M$3.7M-$340.0K2026-11-05
True Link Financial Advisors, LLC
UNCHANGED38,12338,12300%$3.7M$3.7M+$33.5K2026-10-27
Dickmeyer Boyce Financial Management, Inc.
INCREASED36,18334,363+1,820+5%$3.3M$3.5M+$207.1K2026-10-08
Meridian Financial Partners LLC
UNCHANGED36,05036,05000%$3.5M$3.6M+$65.3K2026-10-23
Mather Group, Llc.
UNCHANGED32,07532,07500%$3.1M$3.1M+$28.2K2026-10-14
Keybank National Association
DECREASED31,29531,345-500%$3.0M$3.0M+$22.7K2026-11-04
CRA Financial Services, LLC
INCREASED31,15831,141+17+0%$3.0M$3.0M+$29.0K2026-10-16
Mission Wealth Management, LP
DECREASED29,86034,742-4,882-14%$3.3M$2.9M-$443.9K2026-10-15
CoreCap Advisors, LLC
INCREASED29,00927,648+1,361+5%$2.7M$2.8M+$156.6K2026-10-08
Lido Advisors, LLC
INCREASED28,2914,807+23,484+489%$463.1K$2.8M+$2.3M2026-11-04
Bank of New York Mellon Corp
INCREASED27,94211,021+16,921+154%$1.1M$2.7M+$1.7M2026-11-05
Vise Technologies, Inc.
INCREASED27,18614,554+12,632+87%$1.4M$2.6M+$1.2M2026-10-29
PFG Advisors
DECREASED25,95327,391-1,438-5%$2.6M$2.5M-$115.7K2026-10-16
Citigroup Inc
INCREASED25,84225,700+142+1%$2.5M$2.5M+$36.4K2026-11-04
Chicago Partners Investment Group LLC
DECREASED24,91225,369-457-2%$2.5M$2.5M+$4.6K2026-10-27
Allen Capital Group, LLC
DECREASED23,77926,800-3,021-11%$2.6M$2.3M-$270.1K2026-10-27
Team Financial Group, LLC
DECREASED22,23322,647-414-2%$2.2M$2.2M-$20.3K2026-10-30
Culbertson A N & Co Inc
DECREASED22,09322,133-400%$2.1M$2.1M+$15.6K2026-10-21
Kondo Wealth Advisors, Inc.
INCREASED22,04022,030+10+0%$2.1M$2.1M+$20.3K2026-10-19
US Bancorp \de\
INCREASED21,89620,499+1,397+7%$2.0M$2.1M+$153.7K2026-11-05
Amplius Wealth Advisors, LLC
DECREASED20,96921,019-500%$2.0M$2.0M+$13.6K2026-10-20
Oppenheimer & Co Inc
INCREASED20,71918,390+2,329+13%$1.8M$2.0M+$242.6K2026-10-26
Inspirion Wealth Advisors, LLC
INCREASED20,35620,268+88+0%$2.0M$2.0M+$24.6K2026-10-09
Wedmont Private Capital
UNCHANGED19,61619,61600%$1.9M$1.9M+$14.9K2026-10-09
GSG Advisors LLC
INCREASED19,31019,307+3+0%$1.9M$1.9M+$17.3K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED18,71618,683+33+0%$1.8M$1.8M+$19.7K2026-11-05
Independent Wealth Network Inc.
DECREASED18,47719,055-578-3%$1.8M$1.8M-$39.5K2026-10-19
KPP Advisory Services LLC
DECREASED17,75517,873-118-1%$1.7M$1.7M+$4.3K2026-10-26
WealthBridge Capital Management, LLC
DECREASED17,58118,187-606-3%$1.8M$1.7M-$42.9K2026-10-16
KCM Investment Advisors LLC
INCREASED17,43217,356+76+0%$1.7M$1.7M+$22.6K2026-10-27
WealthCare Investment Partners, LLC
DECREASED17,39317,457-640%$1.7M$1.7M+$9.1K2026-11-05
Flynn Zito Capital Management, LLC
INCREASED16,93416,864+70+0%$1.6M$1.6M+$21.7K2026-11-04
Apollon Wealth Management, LLC
NEW16,666—+16,666——$1.6M—2026-10-23
HB Wealth Management, LLC
UNCHANGED16,65316,65300%$1.6M$1.6M+$14.7K2026-10-23
Valeo Financial Advisors, LLC
UNCHANGED16,54416,54400%$1.6M$1.6M+$14.6K2026-10-08
Tranquility Partners, LLC
DECREASED15,74616,020-274-2%$1.5M$1.5M-$12.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED15,74023,352-7,612-33%$2.2M$1.5M-$719.5K2026-10-08
Asset One Wealth Management LLC
INCREASED15,09210,063+5,029+50%$986.0K$1.5M+$481.0K2026-11-02
St. Clair Advisors, LLC
UNCHANGED14,60214,60200%$1.4M$1.4M+$12.9K2026-10-13
Private Trust Co NA
INCREASED14,44613,974+472+3%$1.3M$1.4M+$58.2K2026-10-20
Parallel Advisors, LLC
DECREASED14,12014,178-580%$1.4M$1.4M+$6.8K2026-11-03
G&S Capital LLC
DECREASED13,75216,276-2,524-16%$1.6M$1.3M-$231.0K2026-10-23
Woodard & Co Asset Management Group Inc
DECREASED13,63513,992-357-3%$1.3M$1.3M-$22.4K2026-11-03
Platform Technology Partners
UNCHANGED13,59713,59700%$1.3M$1.3M+$12.0K2026-11-02
Beacon Financial Group
UNCHANGED13,13113,13100%$1.3M$1.3M+$11.6K2026-10-19
TigerOak Management, L.L.C.
DECREASED13,12313,325-202-2%$1.3M$1.3M-$7.9K2026-10-23
Perryman Financial Advisory Inc
DECREASED13,07913,358-279-2%$1.3M$1.3M-$15.4K2026-10-16
HBK Sorce Advisory LLC
INCREASED12,9527,212+5,740+80%$723.6K$1.3M+$552.3K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED12,92713,070-143-1%$1.3M$1.3M-$2.4K2026-11-03
Thrivent Financial for Lutherans
DECREASED12,35614,529-2,173-15%$1.4M$1.2K-$1.4M2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED12,15413,553-1,399-10%$1.3M$1.2M-$124.1K2026-11-04
Daymark Wealth Partners, LLC
UNCHANGED12,15012,15000%$1.2M$1.2M+$10.7K2026-11-04
Atria Investments, Inc
DECREASED12,12512,512-387-3%$1.2M$1.2M-$26.6K2026-10-15
Moneco Advisors, LLC
DECREASED11,45711,503-460%$1.1M$1.1M+$5.7K2026-11-05
MCF Advisors LLC
UNCHANGED11,45311,45300%$1.1M$1.1M+$10.1K2026-10-28
Wedbush Securities Inc
DECREASED11,37913,002-1,623-12%$1.3M$1.1K-$1.3M2026-10-22
Harpswell Capital Advisors, LLC
INCREASED11,11110,000+1,111+11%$963.2K$1.1M+$116.8K2026-10-09
Dynamic Advisor Solutions LLC
DECREASED11,00811,293-285-3%$1.1M$1.1M-$17.7K2026-10-13
Lanark Financial, Inc.
INCREASED10,2299,829+400+4%$946.7K$994.3K+$47.5K2026-10-26
Well Done, LLC
UNCHANGED9,9549,95400%$958.8K$967.5K+$8.8K2026-10-20
Merit Financial Group, LLC
INCREASED9,9119,558+353+4%$920.6K$963.4K+$42.7K2026-11-06
Eagle Strategies LLC
DECREASED9,8279,831-40%$946.9K$955.2K+$8.2K2026-10-16
Mesirow Financial Investment Management, Inc.
UNCHANGED9,4029,40200%$905.6K$913.9K+$8.3K2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED9,2409,24000%$890.0K$898.1K+$8.1K2026-10-26
626 Financial, LLC
INCREASED9,0269,005+21+0%$867.3K$877.3K+$10.0K2026-11-04
Citizens Financial Group Inc
INCREASED8,9928,965+27+0%$863.5K$874.0K+$10.5K2026-10-23
RFG Advisory, LLC
INCREASED8,8187,938+880+11%$764.6K$857.1K+$92.6K2026-11-03
Noesis Capital Mangement Corp
INCREASED8,7648,000+764+10%$770.6K$851.9K+$81.3K2026-10-26
Kaydan Wealth Management, Inc.
INCREASED8,6948,592+102+1%$827.6K$845.1K+$17.5K2026-10-08
Capital Advisors Wealth Management, LLC
DECREASED8,4938,527-340%$821.3K$825.6K+$4.2K2026-10-09
Compass Capital Management, Inc
UNCHANGED8,3608,36000%$805.2K$812.6K+$7.4K2026-11-06
Nfsg Corp
DECREASED8,1748,495-321-4%$818.3K$794.6K-$23.7K2026-10-15
Summit Wealth Group LLC / Co
INCREASED7,7317,709+22+0%$742.5K$751.5K+$8.9K2026-10-29
Diversify Wealth Management, LLC
INCREASED7,7202,552+5,168+203%$251.3K$770.4K+$519.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED7,7202,552+5,168+203%$251.3K$770.4K+$519.1K2026-10-20
Brighton Jones LLC
INCREASED7,5547,522+32+0%$724.5K$734.3K+$9.8K2026-11-03
Live Oak Investment Partners
DECREASED7,5197,685-166-2%$740.2K$730.8K-$9.4K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED7,4867,481+5+0%$720.6K$727.7K+$7.1K2026-10-20
Lutz Financial Services LLC
UNCHANGED7,4567,45600%$718.2K$724.7K+$6.6K2026-11-06
Benedict Financial Advisors Inc
INCREASED7,1887,186+2+0%$692.1K$698.6K+$6.5K2026-10-07
Post Resch Tallon Group Inc.
UNCHANGED7,0857,08500%$682.4K$688.7K+$6.2K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED6,9906,178+812+13%$595.0K$679.5K+$84.4K2026-10-21
Lyell Wealth Management, LP
UNCHANGED6,8856,88500%$663.2K$669.2K+$6.1K2026-10-30
Oak Barrel Wealth Advisory LLC
INCREASED6,7736,744+29+0%$649.6K$658.4K+$8.8K2026-11-05
Valmark Advisers, Inc.
UNCHANGED6,7076,70700%$646.1K$652.0K+$5.9K2026-11-06
Grandview Asset Management LLC
INCREASED6,6636,574+89+1%$633.1K$647.7K+$14.5K2026-10-19
Stonebridge Financial Group, LLC
UNCHANGED6,6086,60800%$636.5K$642.3K+$5.8K2026-10-01
Avidian Wealth Enterprises, LLC
INCREASED6,4524,867+1,585+33%$468.8K$627.2K+$158.4K2026-10-08
International Assets Investment Management, LLC
DECREASED6,4387,161-723-10%$690.4K$626.1K-$64.2K2026-11-02
Perigon Wealth Management, LLC
INCREASED6,4006,393+7+0%$615.8K$622.0K+$6.3K2026-10-22
Choreo, LLC
INCREASED6,2626,259+3+0%$602.8K$608.6K+$5.8K2026-10-28
Powers Advisory Group, LLC
INCREASED5,9885,962+26+0%$574.2K$582.0K+$7.8K2026-10-14
Henderson Brothers Financial Partners, LLC
INCREASED5,8485,822+26+0%$560.8K$568.4K+$7.6K2026-11-03
Impact Capital Partners LLC
UNCHANGED5,8345,83400%$561.9K$567.1K+$5.1K2026-10-22
LS Investment Advisors, LLC
UNCHANGED5,8005,80000%$558.7K$563.8K+$5.1K2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED5,7736,131-358-6%$590.5K$561.1K-$29.4K2026-10-14
Associated Banc-Corp
DECREASED5,6565,756-100-2%$554.4K$549.8K-$4.7K2026-10-30
Howard Bailey Securities, LLC
DECREASED5,5265,685-159-3%$547.6K$537.2K-$10.4K2026-10-27
Savant Capital, LLC
DECREASED5,4386,513-1,075-17%$616.9K$528.6K-$88.3K2026-11-06
Studio Investment Management LLC
INCREASED5,4073,907+1,500+38%$376.3K$525.6K+$149.2K2026-10-22
Heritage Wealth Management, Inc. s
DECREASED5,3405,349-90%$515.2K$519.0K+$3.8K2026-11-06
Burns J W & Co Inc
INCREASED5,3393,750+1,589+42%$361.2K$519.0K+$157.8K2026-10-20
MGO One Seven LLC
INCREASED5,2185,083+135+3%$489.6K$507.2K+$17.6K2026-10-28
Midland Wealth Advisors, LLC
UNCHANGED5,1655,16500%$497.5K$502.0K+$4.5K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED5,1305,379-249-5%$518.1K$498.6K-$19.5K2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED5,0985,090+8+0%$490.0K$495-$489.5K2026-11-04
SMI Advisory Services, LLC
DECREASED5,04813,571-8,523-63%$1.3M$500.3K-$821.0K2026-10-13
Marion Wealth Management
UNCHANGED4,9674,96700%$478.4K$482.8K+$4.4K2026-10-22
Cora Capital Advisors LLC
UNCHANGED4,9644,96400%$478.1K$482.5K+$4.4K2026-11-02
Courier Capital LLC
INCREASED4,9124,891+21+0%$471.1K$477.4K+$6.4K2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED4,8594,85900%$468.0K$472.3K+$4.3K2026-11-04
ARK & TLK Investments, LLC
UNCHANGED4,8564,85600%$467.7K$472.0K+$4.3K2026-10-20
Facet Wealth, Inc.
INCREASED4,8184,158+660+16%$400.5K$468.3K+$67.8K2026-11-04
Robinson Smith Wealth Advisors LLC
UNCHANGED4,7634,76300%$458.8K$463.0K+$4.2K2026-10-22
Midwest Trust Co
DECREASED4,7534,809-56-1%$463.2K$462.0K-$1.2K2026-10-22
Equitable Trust Co
DECREASED4,7005,149-449-9%$496.0K$456.8K-$39.1K2026-10-13
Salomon & Ludwin, LLC
UNCHANGED4,6614,66100%$449.4K$453.0K+$3.7K2026-10-29
Rockport Wealth LLC
UNCHANGED4,5904,59000%$442.1K$446.1K+$4.0K2026-11-03
Florida Trust Wealth Management Co
UNCHANGED4,5654,56500%$439.7K$443.7K+$4.0K2026-11-05
UMB Bank, n.a.
UNCHANGED4,4464,44600%$428.2K$432.2K+$3.9K2026-11-06
Willow Creek Wealth Management Inc.
UNCHANGED4,3864,38600%$422.5K$426.3K+$3.9K2026-10-26
Level Four Advisory Services, LLC
DECREASED4,1374,141-40%$398.9K$402.1K+$3.3K2026-11-06
SpringVest Wealth Management LLC
UNCHANGED4,1254,12500%$397.3K$401.0K+$3.6K2026-10-27
Larson Financial Group LLC
INCREASED4,0504,036+14+0%$388.7K$393.7K+$5.0K2026-11-05
HUB Investment Partners, LLC
UNCHANGED4,0474,04700%$389.8K$393.4K+$3.6K2026-11-03
Code Waechter LLC
UNCHANGED4,0004,00000%$385.3K$388.8K+$3.5K2026-10-23
ShoreHaven Wealth Partners, LLC
UNCHANGED3,9813,98100%$383.5K$387.0K+$3.5K2026-10-16
Rockland Trust Co
UNCHANGED3,9803,98000%$383.4K$386.9K+$3.5K2026-10-05
Modera Wealth Management, LLC
UNCHANGED3,9273,92700%$378.2K$381.7K+$3.5K2026-10-28
Garrett Wealth Advisory Group, LLC
DECREASED3,8703,873-30%$373.0K$376.1K+$3.1K2026-10-22
SAX Wealth Advisors, LLC
DECREASED3,8693,883-140%$346.9K$376.1K+$29.2K2026-10-13
Sheets Smith Wealth Management
INCREASED3,7933,595+198+6%$346.3K$368.7K+$22.4K2026-10-16
Staley Capital Advisers Inc
INCREASED3,7473,744+3+0%$360.6K$364.2K+$3.6K2026-11-06
Certuity, LLC
INCREASED3,7333,717+16+0%$358.0K$362.8K+$4.8K2026-11-02
Align Financial, LLC
UNCHANGED3,5953,59500%$346.3K$349.4K+$3.2K2026-10-16
Boyer Financial Services, Inc.
UNCHANGED3,5553,55500%$345.3K$345.5K+$2132026-10-23
Wolfstich Capital, LLC
UNCHANGED3,5013,50100%$340.1K$342.5K+$2.4K2026-10-14
Obermeyer Wealth Partners
UNCHANGED3,2863,28600%$316.5K$319.4K+$2.9K2026-10-21
Rodgers & Associates, LTD
DECREASED3,2853,585-300-8%$345.3K$319.3K-$26.0K2026-10-20
Clarity Wealth Advisors, LLC
DECREASED3,2403,429-189-6%$330.3K$314.9K-$15.4K2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED3,2003,20000%$308.2K$311.0K+$2.8K2026-10-16
Csenge Advisory Group
UNCHANGED3,1843,18400%$306.7K$309.5K+$2.8K2026-11-04
Trust Co of Vermont
INCREASED3,171246+2,925+1189%$23.7K$308.2K+$284.5K2026-10-21
Wavvest Wealth LLC
NEW3,161—+3,161——$307.2K—2026-10-21
SBI Securities Co., Ltd.
DECREASED3,1273,224-97-3%$310.5K$303.9K-$6.6K2026-10-22
Fisher Asset Management, LLC
NEW3,100—+3,100——$301.3K—2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED3,0913,078+13+0%$296.5K$300.5K+$4.0K2026-10-29
Marino, Stram & Associates LLC
UNCHANGED3,0763,07600%$296.3K$299.0K+$2.7K2026-10-22
Fusion Capital, LLC
UNCHANGED3,0623,06200%$294.9K$297.6K+$2.7K2026-10-28
Prospera Financial Services Inc
UNCHANGED3,0003,00000%$289.0K$301.9K+$12.9K2026-11-04
Aviance Capital Partners, LLC
UNCHANGED2,9722,97200%$286.3K$288.9K+$2.6K2026-10-29
Dixon Fnancial Services, Inc.
UNCHANGED2,9172,91700%$281.0K$283.5K+$2.6K2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED2,9073,233-326-10%$311.4K$282.6K-$28.8K2026-10-15
JGP Wealth Management, LLC
UNCHANGED2,8822,88200%$277.6K$280.1K+$2.5K2026-10-13
LVM Capital Management LTD
UNCHANGED2,8742,87400%$277$279.4K+$279.1K2026-10-20
AlphaStar Capital Management, LLC
NEW2,841—+2,841——$276.1K—2026-10-16
Baker Avenue Asset Management, LP
UNCHANGED2,7502,75000%$264.9K$267.3K+$2.4K2026-11-06
Kuhn & Co Investment Counsel
UNCHANGED2,7252,72500%$262.5K$264.9K+$2.4K2026-10-29
Pullen Investment Management, LLC
UNCHANGED2,7222,72200%$262.2K$264.6K+$2.4K2026-10-23
Berkshire Money Management, Inc.
NEW2,717—+2,717——$264.1K—2026-10-21
Northern Capital Management, Inc.
UNCHANGED2,7142,71400%$261.4K$263.8K+$2.4K2026-11-05
Davenport & Co LLC
INCREASED2,7092,329+380+16%$224.3K$263.3K+$39.0K2026-10-14
Garde Capital, Inc.
UNCHANGED2,7002,70000%$260.1K$262.4K+$2.4K2026-10-29
IFP Advisors, Inc
DECREASED2,6452,681-36-1%$258.2K$257.1K-$1.1K2026-10-16
Lake Street Private Wealth, LLC
DECREASED2,6223,122-500-16%$300.8K$255.3K-$45.5K2026-10-22
Brady Family Wealth, LLC
UNCHANGED2,6172,61700%$252.1K$254.4K+$2.3K2026-11-02
MTM Investment Management, LLC
DECREASED2,5962,876-280-10%$277.0K$252.3K-$24.7K2026-10-30
Stage Harbor Financial, LLC
NEW2,576—+2,576——$250.4K—2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED2,5762,57600%$248.1K$250.4K+$2.3K2026-11-06
USAdvisors Wealth Management, LLC
INCREASED2,5692,561+8+0%$246.0K$249-$245.8K2026-10-21
Stone House Investment Management, LLC
UNCHANGED2,5402,54000%$244.7K$246.9K+$2.2K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED2,4992,424+75+3%$233.5K$244.4K+$10.9K2026-10-30
Fiera Capital Corp
UNCHANGED2,4932,49300%$240.1K$242.3K+$2.2K2026-11-06
Advisor OS, LLC
NEW2,488—+2,488——$241.8K—2026-11-03
Weaver Consulting Group
UNCHANGED2,4742,47400%$238.3K$240.5K+$2.2K2026-10-07
Signal Advisors Wealth, LLC
NEW2,458—+2,458——$238.9K—2026-10-13
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,4402,44000%$235.0K$237.2K+$2.1K2026-11-04
St. Louis Trust Co
UNCHANGED2,3602,36000%$6.0M$229.4K-$5.7M2026-11-03
AMG National Trust Bank
NEW2,320—+2,320——$225.5K—2026-11-05
GEM Asset Management, LLC
UNCHANGED2,2852,28500%$220.1K$222.1K+$2.0K2026-10-13
TCV Trust & Wealth Management, Inc.
UNCHANGED2,2752,27500%$219.1K$221.1K+$2.0K2026-10-16
Farrell Financial LLC
NEW2,273—+2,273——$221.0K—2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED2,2662,277-110%$219.7K$220.2K+$5682026-10-13
Philadelphia Trust Co
UNCHANGED2,2482,24800%$217.0K$219-$216.8K2026-11-05
Mlp3, LLC
INCREASED2,2452,235+10+0%$215.3K$218.2K+$2.9K2026-10-22
Old National Bancorp
UNCHANGED2,2112,21100%$213.0K$214.9K+$1.9K2026-10-20
Bill Few Associates, Inc.
UNCHANGED2,1902,19000%$210.9K$212.9K+$1.9K2026-10-09
Precedent Wealth Partners, LLC
UNCHANGED2,1822,18200%$210.2K$212.1K+$1.9K2026-10-21
Krane Financial Solutions LLC
DECREASED2,1812,227-46-2%$214.6K$212.0K-$2.5K2026-10-30
Independent Financial Group, LLC
NEW2,169—+2,169——$210.8K—2026-10-13
Spire Wealth Management
UNCHANGED2,1682,16800%$208.8K$210.7K+$1.9K2026-10-30
Vicus Capital
DECREASED2,1612,256-95-4%$217.3K$210.0K-$7.2K2026-11-05
LifeGoal Investments, LLC
NEW2,104—+2,104——$204.5K—2026-10-09
Wealth Effects LLC
NEW2,071—+2,071——$201.3K—2026-10-23
BKM Wealth Management, LLC
UNCHANGED2,0002,00000%$192.6K$194.4K+$1.8K2026-10-22
Moisand Fitzgerald Tamayo, LLC
DECREASED1,8995,664-3,765-66%$545.6K$184.6K-$361.0K2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED1,8781,87800%$180.9K$182.5K+$1.7K2026-10-27
Russell Investments Group, Ltd.
INCREASED1,818517+1,301+252%$49.8K$176.7K+$126.9K2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED1,7391,789-50-3%$172.3K$169.0K-$3.3K2026-10-13
Allworth Financial LP
INCREASED1,6731,401+272+19%$134.9K$161.1K+$26.2K2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED1,561280+1,281+458%$27.0K$151.7K+$124.8K2026-11-04
Versant Capital Management, Inc
UNCHANGED1,5491,54900%$149.2K$150.6K+$1.4K2026-10-02
Gamma Investing LLC
UNCHANGED1,5441,54400%$148.7K$150.1K+$1.4K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED1,3101,31000%$126.2K$127.3K+$1.2K2026-10-23
Frankly Finances, LLC
UNCHANGED1,2901,29000%$124.3K$125.4K+$1.1K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,2451,24500%$120.0K$121-$119.9K2026-10-14
Latitude Advisors, LLC
NEW1,200—+1,200——$116.6K—2026-10-27
Noble Wealth Management PBC
DECREASED1,1671,367-200-15%$131.7K$113.4K-$18.2K2026-10-01
City State Bank
UNCHANGED1,1101,11000%$106.9K$107.9K+$9772026-10-20
Transce3nd, LLC
NEW1,003—+1,003——$100.6K—2026-10-26
Cullen T Bankers, Inc.
UNCHANGED99699600%$95.9K$96.8K+$8762026-10-28
Creative Financial Designs Inc
INCREASED956681+275+40%$65.6K$92.9K+$27.3K2026-11-04
Costello Asset Management, Inc
INCREASED931928+3+0%$89.4K$90.5K+$1.1K2026-10-30
Clearstead Trust, LLC
DECREASED875952-77-8%$91.7K$85.1K-$6.6K2026-11-06
Valley Wealth Managers, Inc.
NEW836—+836——$81.3K—2026-10-09
AlphaCore Capital LLC
UNCHANGED83083000%$79.9K$80.7K+$7302026-11-04
Bank of New Hampshire
UNCHANGED81081000%$78.0K$78.7K+$7132026-10-06
Washington Trust Advisors, Inc.
DECREASED800900-100-11%$86.7K$77.8K-$8.9K2026-10-22
Lodestone Wealth Management LLC
UNCHANGED77277200%$74.4K$75.0K+$6792026-10-14
GHP Investment Advisors, Inc.
UNCHANGED72872800%$70.2K$70.8K+$6412026-10-15
Tounjian Advisory Partners, LLC
DECREASED720739-19-3%$71.2K$70.0K-$1.2K2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED70070000%$67.5K$68.0K+$5602026-10-16
Blue Trust, Inc.
UNCHANGED68068000%$65.5K$66.1K+$5982026-10-15
RMG Wealth Management LLC
UNCHANGED65965900%$66.7K$66.0K-$6592026-10-26
Armstrong Advisory Group, Inc
UNCHANGED63663600%$61.3K$61.8K+$5602026-10-09
Coastline Trust Co
UNCHANGED60060000%$57.8K$58.3K+$5282026-10-01
Rosenberg Matthew Hamilton
NEW593—+593——$57.7K—2026-10-05
Parkside Financial Bank & Trust
UNCHANGED55355300%$53.3K$53.8K+$4872026-10-27
Harbor Asset Planning, Inc.
INCREASED507505+2+0%$48.6K$49.3K+$6582026-10-23
Fortis Group Advisors, LLC
UNCHANGED50050000%$48.2K$48.6K+$4402026-11-06
Eastern Bank
UNCHANGED45845800%$44.1K$44.5K+$4032026-10-05
Comprehensive Financial Planning, Inc.
INCREASED446445+1+0%$42.8K$43.4K+$5802026-10-27
Tsfg, LLC
INCREASED420418+2+0%$40.0K$41-$40.0K2026-10-23
Golden State Wealth Management, LLC
UNCHANGED40040000%$38.5K$38.9K+$3522026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED32032000%$31$31$02026-10-27
First Horizon Corp
UNCHANGED30730700%$29.6K$29.8K+$2702026-10-26
Toth Financial Advisory Corp
UNCHANGED26826800%$25.8K$26.1K+$2362026-10-08
Valley National Advisers Inc
DECREASED260410-150-37%$39.5K$25.3K-$14.2K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED220219+1+0%$21.1K$21.4K+$2852026-10-28
Owl Creek Wealth Partners LLC
UNCHANGED19019000%$18.3K$18.5K+$1672026-10-20
SJS Investment Consulting Inc.
UNCHANGED18218200%$17.5K$17.7K+$1602026-10-26
Jnba Financial Advisors
UNCHANGED15015000%$14.4K$14.6K+$1322026-11-03
American Capital Advisory, LLC
UNCHANGED868600%$8.3K$8.4K+$762026-10-28
Signaturefd, LLC
UNCHANGED868600%$8.3K$8.4K+$1132026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED808000%$7.7K$7.8K+$702026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED505000%$4.8K$4.9K+$442026-10-16
Asset Dedication, LLC
UNCHANGED444400%$4.2K$4.3K+$382026-11-03
Coston, McIsaac & Partners
UNCHANGED171700%$1$1.7K+$1.7K2026-11-06
Financial Perspectives, Inc
UNCHANGED161600%$1.5K$1.6K+$142026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED121200%$1.2K$1.2K+$112026-10-23
TD Private Client Wealth LLC
UNCHANGED101000%$963$972+$92026-10-28
Foresight Capital Management Advisors, Inc.
NEW1—+1——$57—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03,000-3,000-100%$289.0K$0-$289.0K2026-10-14
KMG Fiduciary Partners, LLC
CLOSED02,439-2,439-100%$235.0K$0-$235.0K2026-10-14
Dana Investment Advisors, Inc.
CLOSED02,181-2,181-100%$210.1K$0-$210.1K2026-11-06
Pension & Wealth Management Advisors, Inc.
CLOSED01,550-1,550-100%$149.3K$0-$149.3K2026-10-16
Vestor Capital, LLC
CLOSED0370-370-100%$82$0-$822026-11-04
Cornerstone Planning Group LLC
CLOSED0297-297-100%$29.2K$0-$29.2K2026-10-16
GGM Financial LLC
CLOSED0235-235-100%$22.7K$0-$22.7K2026-11-05
AdvisorNet Financial, Inc
CLOSED0130-130-100%$12.6K$0-$12.6K2026-10-15
Morgan Stanley
N/A—2,938,251-2,938,251-100%$283.0M———
Focus Partners Wealth
N/A—2,612,755-2,612,755-100%$251.7M———
Ameriprise Financial Inc
N/A—2,439,830-2,439,830-100%$235.0M———
Great Valley Advisor Group, Inc.
N/A—1,476,721-1,476,721-100%$142.2M———
UBS Group AG
N/A—1,315,387-1,315,387-100%$126.7M———
Cetera Investment Advisers
N/A—1,094,640-1,094,640-100%$105.4M———
Evercore Wealth Management, LLC
N/A—1,035,464-1,035,464-100%$99.7M———
Bank of America Corp
N/A—1,034,935-1,034,935-100%$99.7M———
Wells Fargo & Company
N/A—805,255-805,255-100%$77.6M———
Envestnet Asset Management Inc
N/A—784,125-784,125-100%$75.5M———
Raymond James Financial Inc
N/A—640,994-640,994-100%$61.7M———
Osaic Holdings, Inc.
N/A—517,478-517,478-100%$49.8M———
Royal Bank of Canada
N/A—460,179-460,179-100%$44.3M———
Rockefeller Capital Management L.P.
N/A—352,850-352,850-100%$34.0M———
Goldman Sachs Group Inc
N/A—340,936-340,936-100%$32.8M———
Private Advisor Group, LLC
N/A—332,651-332,651-100%$32.0M———
LRI Investments, LLC
N/A—330,573-330,573-100%$31.8M———
Stratos Wealth Partners, Ltd.
N/A—308,583-308,583-100%$29.7M———
Baird Financial Group, Inc.
N/A—285,646-285,646-100%$27.5M———
Northwestern Mutual Wealth Management Co
N/A—273,554-273,554-100%$26.3M———
NerdWallet Wealth Partners, LLC
N/A—263,948-263,948-100%$25.4M———
Odyssey Group, LLC
N/A—247,638-247,638-100%$23.9M———
MAI Capital Management
N/A—227,252-227,252-100%$21.9M———
Sanctuary Advisors, LLC
N/A—214,976-214,976-100%$20.7M———
HighTower Advisors, LLC
N/A—201,344-201,344-100%$19.4M———
Steward Partners Investment Advisory, LLC
N/A—193,388-193,388-100%$18.6M———
Main Street Financial Solutions, LLC
N/A—192,864-192,864-100%$18.6M———
JPMorgan Chase & Co
N/A—177,046-177,046-100%$17.1M———
Blair William & Co
N/A—135,878-135,878-100%$13.1M———
Arkadios Wealth Advisors
N/A—114,201-114,201-100%$11.0M———
Mosaic Family Wealth Partners, LLC
N/A—110,430-110,430-100%$10.6M———
Equitable Holdings, Inc.
N/A—108,318-108,318-100%$10.4M———
Stratos Wealth Advisors, LLC
N/A—107,012-107,012-100%$10.3M———
Stifel Financial Corp
N/A—89,149-89,149-100%$8.6M———
One Wealth Map LLC
N/A—76,725-76,725-100%$7.5M———
First American Trust, FSB
N/A—69,532-69,532-100%$6.7M———
Janney Montgomery Scott LLC
N/A—67,931-67,931-100%$6.5M———
Brown Brothers Harriman & Co
N/A—64,578-64,578-100%$6.2M———
Tobias Financial Advisors, Inc.
N/A—61,735-61,735-100%$5.9M———
Advisors Preferred, LLC
N/A—58,381-58,381-100%$5.7M———
Qube Research & Technologies Ltd
N/A—58,306-58,306-100%$5.6M———
Gladstone Institutional Advisory LLC
N/A—58,298-58,298-100%$5.6M———
Geneos Wealth Management Inc.
N/A—57,760-57,760-100%$5.6M———
Captrust Financial Advisors
N/A—56,893-56,893-100%$5.5M———
EP Wealth Advisors, LLC
N/A—56,326-56,326-100%$5.4M———
Circle Wealth Management, LLC
N/A—49,376-49,376-100%$4.8M———
Cerity Partners LLC
N/A—46,204-46,204-100%$4.5M———
Cresset Asset Management, LLC
N/A—45,507-45,507-100%$4.4M———
IFG Advisory, LLC
N/A—43,412-43,412-100%$4.2M———
MML Investors Services, LLC
N/A—43,003-43,003-100%$4.1M———
FMR LLC
N/A—41,899-41,899-100%$4.0M———
&partners
N/A—41,294-41,294-100%$4.0M———
Wealthspire Advisors, LLC
N/A—41,137-41,137-100%$4.0M———
Avant Capital LLC
N/A—38,502-38,502-100%$3.7M———
Waverly Advisors, LLC
N/A—37,381-37,381-100%$3.6M———
Mariner, LLC
N/A—32,088-32,088-100%$3.1M———
Coldstream Capital Management Inc
N/A—31,359-31,359-100%$3.0M———
Jones Financial Companies Lllp
N/A—30,996-30,996-100%$3.0M———
Pinnacle Financial Partners, Inc.
N/A—28,552-28,552-100%$2.8M———
Rollins Financial Advisors, LLC
N/A—28,492-28,492-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—25,753-25,753-100%$2.5M———
Waterloo Capital, L.P.
N/A—22,288-22,288-100%$2.1M———
Hilltop Holdings Inc.
N/A—22,101-22,101-100%$2.1M———
Citadel Advisors LLC
N/A—21,767-21,767-100%$2.1M———
BFC Planning, Inc.
N/A—20,364-20,364-100%$2.0M———
AQR Capital Management LLC
N/A—20,100-20,100-100%$1.9M———
Berger Financial Group, Inc
N/A—19,857-19,857-100%$1.9M———
Resurgent Financial Advisors LLC
N/A—19,569-19,569-100%$1.9M———
Rothschild Wealth LLC
N/A—18,230-18,230-100%$1.8M———
Alta Wealth Advisors LLC
N/A—17,420-17,420-100%$1.7M———
BlackRock, Inc.
N/A—17,319-17,319-100%$1.7M———
Arax Advisory Partners
N/A—16,870-16,870-100%$1.6M———
Harbour Investments, Inc.
N/A—16,818-16,818-100%$1.6M———
Northern Trust Corp
N/A—16,748-16,748-100%$1.6M———
Cascade Financial Partners, LLC
N/A—16,223-16,223-100%$1.6M———
Savvy Advisors, Inc.
N/A—15,809-15,809-100%$1.5M———
Garrison Point Advisors, LLC
N/A—14,700-14,700-100%$1.4M———
Three Bearings Fiduciary Advisors, Inc.
N/A—14,495-14,495-100%$1.4M———
Dorsey & Whitney Trust Co LLC
N/A—14,404-14,404-100%$1.4M———
Imprint Wealth LLC
N/A—12,855-12,855-100%$1.2M———
Rodgers Brothers Inc.
N/A—12,733-12,733-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—12,127-12,127-100%$1.2M———
Operose Advisors LLC
N/A—11,700-11,700-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—11,470-11,470-100%$1.1M———
Zevin Asset Management LLC
N/A—11,300-11,300-100%$1.1M———
Principal Securities, Inc.
N/A—10,911-10,911-100%$1.1M———
HighPoint Advisor Group LLC
N/A—10,899-10,899-100%$1.0M———
Bantamac Capital, LLC
N/A—10,688-10,688-100%$1.0M———
Hilltop Partners LLC
N/A—10,686-10,686-100%$1.0M———
NewEdge Advisors, LLC
N/A—10,078-10,078-100%$970.7K———
Gateway Wealth Partners, LLC
N/A—9,931-9,931-100%$956.6K———
Western Wealth Management, LLC
N/A—9,562-9,562-100%$921.0K———
Kovack Advisors, Inc.
N/A—9,319-9,319-100%$898.0K———
AE Wealth Management LLC
N/A—9,284-9,284-100%$894.2K———
PFG Investments, LLC
N/A—9,276-9,276-100%$893.4K———
Quantinno Capital Management LP
N/A—9,256-9,256-100%$891.6K———
RWA Wealth Partners, LLC
N/A—9,218-9,218-100%$887.9K———
Brown Advisory Inc
N/A—8,993-8,993-100%$866.2K———
Thoroughbred Financial Services, LLC
N/A—8,696-8,696-100%$837.0K———
M&T Bank Corp
N/A—8,665-8,665-100%$834.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—8,558-8,558-100%$824.3K———
National Bank of Canada
N/A—8,460-8,460-100%$814.7K———
Haverford Trust Co
N/A—7,802-7,802-100%$751.5K———
Sequoia Financial Advisors, LLC
N/A—7,766-7,766-100%$748.0K———
IHT Wealth Management, LLC
N/A—7,733-7,733-100%$744.8K———
UBS Asset Management Americas LLC
N/A—7,670-7,670-100%$738.8K———
Glen Eagle Advisors, LLC
N/A—7,668-7,668-100%$738.6K———
NewEdge Wealth, LLC
N/A—7,350-7,350-100%$708.0K———
Summit Financial, LLC
N/A—7,226-7,226-100%$696.0K———
Team Hewins, LLC
N/A—7,128-7,128-100%$686.6K———
Focus Partners Advisor Solutions, LLC
N/A—6,882-6,882-100%$662.9K———
Modern Wealth Management, LLC
N/A—6,836-6,836-100%$658.4K———
SHP Wealth Management
N/A—6,719-6,719-100%$647.2K———
Fiduciary Group, LLC
N/A—6,606-6,606-100%$636.3K———
Whittier Trust Co of Nevada Inc
N/A—6,580-6,580-100%$643.3K———
XTX Topco Ltd
N/A—6,317-6,317-100%$608.5K———
Element Wealth, LLC
N/A—6,176-6,176-100%$594.9K———
Orographic Financial Advisors, LLC
N/A—6,165-6,165-100%$623———
Cozad Asset Management Inc
N/A—6,066-6,066-100%$584.3K———
Aptus Capital Advisors, LLC
N/A—5,926-5,926-100%$570.8K———
Frazier Financial Advisors, LLC
N/A—5,754-5,754-100%$554.2K———
Founders Financial Alliance, LLC
N/A—5,621-5,621-100%$541.4K———
Empirical Asset Management, LLC
N/A—5,506-5,506-100%$530.4K———
Summit Trail Advisors, LLC
N/A—5,500-5,500-100%$529.8K———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,458-5,458-100%$525.7K———
Moneta Group Investment Advisors LLC
N/A—5,245-5,245-100%$505.2K———
CIBC Bancorp USA Inc.
N/A—5,185-5,185-100%$499.4K———
Ameritas Advisory Services, LLC
N/A—5,182-5,182-100%$499.1K———
Nicolet Bankshares Inc
N/A—5,084-5,084-100%$489.7K———
Spinnaker Trust
N/A—4,980-4,980-100%$479.7K———
Mercer Global Advisors Inc
N/A—4,895-4,895-100%$471.5K———
OneAscent Financial Services LLC
N/A—4,807-4,807-100%$463.0K———
Kingsview Wealth Management, LLC
N/A—4,802-4,802-100%$462.5K———
Choate Investment Advisors
N/A—4,710-4,710-100%$453.7K———
Meeder Advisory Services, Inc.
N/A—4,710-4,710-100%$453.7K———
Rathbones Group PLC
N/A—4,700-4,700-100%$452.7K———
Flow Traders U.S. LLC
N/A—4,629-4,629-100%$446.0K———
NorthCoast Asset Management LLC
N/A—4,614-4,614-100%$444.5K———
Performance Wealth Partners, LLC
N/A—4,400-4,400-100%$423.8K———
Mutual Advisors, LLC
N/A—4,132-4,132-100%$398.0K———
Kintra Wealth, LLC
N/A—4,012-4,012-100%$407.6K———
JMG Financial Group, Ltd.
N/A—3,902-3,902-100%$375.9K———
Kelman-Lazarov, Inc.
N/A—3,862-3,862-100%$372.0K———
QRG Capital Management, Inc.
N/A—3,778-3,778-100%$363.9K———
Mason Investment Advisory Services, Inc.
N/A—3,738-3,738-100%$360.1K———
Seven Springs Wealth Group, LLC
N/A—3,600-3,600-100%$346.8K———
First Trust Advisors LP
N/A—3,558-3,558-100%$342.7K———
Global Retirement Partners, LLC
N/A—3,418-3,418-100%$329.2K———
Ancora Advisors LLCA
N/A—3,398-3,398-100%$327.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,309-3,309-100%$318.7K———
Wick Capital Partners, LLC
N/A—3,281-3,281-100%$316.0K———
Johnson Financial Group, Inc.
N/A—3,275-3,275-100%$315.4K———
Foster & Motley Inc
N/A—3,274-3,274-100%$315.0K———
Stonebrook Private Inc.
N/A—3,186-3,186-100%$306.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,079-3,079-100%$296.0K———
PMG Wealth Management, Inc.
N/A—3,000-3,000-100%$289.0K———
Arrowroot Family Office, LLC
N/A—2,924-2,924-100%$281.7K———
Two Sigma Securities, LLC
N/A—2,869-2,869-100%$276.3K———
Tiemann Investment Advisors, LLC
N/A—2,824-2,824-100%$272.0K———
United Capital Financial Advisors, LLC
N/A—2,820-2,820-100%$271.7K———
Beacon Pointe Advisors, LLC
N/A—2,801-2,801-100%$269.8K———
PCG Wealth Advisors, LLC
N/A—2,749-2,749-100%$264.8K———
Benjamin Edwards Inc
N/A—2,749-2,749-100%$264.9K———
O'shaughnessy Asset Management, LLC
N/A—2,732-2,732-100%$263.1K———
Nova Wealth Management, Inc.
N/A—2,654-2,654-100%$255.6K———
Smith, Moore & Co.
N/A—2,630-2,630-100%$253.3K———
Cary Street Partners Financial LLC
N/A—2,535-2,535-100%$244.2K———
Vertex Planning Partners, LLC
N/A—2,534-2,534-100%$244.1K———
Astoria Portfolio Advisors Llc.
N/A—2,408-2,408-100%$231.9K———
Bank of the Bluegrass & Trust Co.
N/A—2,350-2,350-100%$228.4K———
Mayflower Financial Advisors, LLC
N/A—2,309-2,309-100%$222.4K———
Cofg Advisors, LLC
N/A—2,260-2,260-100%$217.7K———
Huntington National Bank
N/A—2,019-2,019-100%$194.5K———
Roble, Belko & Company, Inc
N/A—2,000-2,000-100%$193.0K———
Vanguard National Trust Co
N/A—1,721-1,721-100%$165.8K———
Franklin Resources Inc
N/A—1,686-1,686-100%$162.4K———
Bank of Montreal
N/A—1,592-1,592-100%$153.4K———
JTC Employer Solutions Trustee Ltd
N/A—1,465-1,465-100%$141.0K———
CVA Family Office, LLC
N/A—1,311-1,311-100%$126.3K———
Federation des caisses Desjardins du Quebec
N/A—1,200-1,200-100%$115.6K———
Ameritas Investment Partners, Inc.
N/A—1,161-1,161-100%$111.8K———
Cheviot Value Management, LLC
N/A—974-974-100%$93.8K———
Vanguard Advisers Inc
N/A—801-801-100%$77.1K———
Hantz Financial Services, Inc.
N/A—741-741-100%$71.0K———
Glassman Wealth Services
N/A—741-741-100%$71.4K———
Regatta Research & Money Management
N/A—378-378-100%$36.4K———
Longview Financial Advisors LLC
N/A—348-348-100%$33.5K———
Private Wealth Asset Management, LLC
N/A—294-294-100%$28.3K———
Dunhill Financial, LLC
N/A—293-293-100%$28.2K———
PlanVest Financial, Inc
N/A—266-266-100%$25.6K———
MidFirst Bank
N/A—200-200-100%$19.3K———
IMA Advisory Services, Inc.
N/A—171-171-100%$16.5K———
Colonial Trust Co / SC
N/A—164-164-100%$15.8K———
Bessemer Group Inc
N/A—133-133-100%$13———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$9.6K———
Smartleaf Asset Management LLC
N/A—75-75-100%$7.2K———
Showing 502 of 502 institutions