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Banco Santander SA (SAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares31,633,021 from 32,885,780
Change-1,252,759 (-4%)
Value$437.5M (-$16.3M)
Filed 2026-11-06
Mondrian Investment Partners LTD
DECREASED
Shares18,752,657 from 19,385,394
Change-632,737 (-3%)
Value$259.3M (-$8.2M)
Filed 2026-10-23
Dimensional Fund Advisors LP
INCREASED
Shares17,283,660 from 10,804,127
Change+6,479,533 (+60%)
Value$239.0M (+$89.9M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares5,356,038 from 8,178,634
Change-2,822,596 (-35%)
Value$74.1M (-$38.8M)
Filed 2026-11-06
Todd Asset Management LLC
DECREASED
Shares5,064,127 from 6,512,623
Change-1,448,496 (-22%)
Value$70.0M (-$19.8M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares3,173,657 from 2,596,097
Change+577,560 (+22%)
Value$43.9M (+$8.1M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares2,035,428 from 1,844,790
Change+190,638 (+10%)
Value$28.1M (+$2.7M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,913,813 from 1,742,745
Change+171,068 (+10%)
Value$26.5M (+$2.4M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,591,933 from 8,337,150
Change-6,745,217 (-81%)
Value$22.0M (-$93.0M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,146,907 from 469,244
Change+677,663 (+144%)
Value$15.9M (+$9.4M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares943,447 from 1,041,645
Change-98,198 (-9%)
Value$13.0M (-$1.3M)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares709,131 from 646,248
Change+62,883 (+10%)
Value$9.8M (+$889.0K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares554,342 from 542,161
Change+12,181 (+2%)
Value$7.5M (+$29.5K)
Filed 2026-10-20
Factory Mutual Insurance Co
UNCHANGED
Shares515,311 from 515,311
Change0 (0%)
Value$7.1M (+$15.5K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares498,683 from 442,364
Change+56,319 (+13%)
Value$6.9M (+$792.2K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares469,679 from 379,124
Change+90,555 (+24%)
Value$6.5M (+$1.3M)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares461,928 from 441,904
Change+20,024 (+5%)
Value$6.4M (+$290.2K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares417,205 from 386,120
Change+31,085 (+8%)
Value$5.8M (+$441.5K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares413,890 from 211,266
Change+202,624 (+96%)
Value$5.7M (+$2.7M)
Filed 2026-11-06
Calamos Wealth Management LLC
INCREASED
Shares409,929 from 198,531
Change+211,398 (+106%)
Value$5.7M (+$2.9M)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares408,703 from 388,883
Change+19,820 (+5%)
Value$5.7M (+$285.8K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares395,076 from 448,674
Change-53,598 (-12%)
Value$5.5M (-$728.0K)
Filed 2026-10-26
Eagle Global Advisors LLC
DECREASED
Shares367,505 from 368,450
Change-945 (0%)
Value$5.1M (-$2.0K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares327,386 from 254,188
Change+73,198 (+29%)
Value$4.5M (+$1.0M)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares301,818 from 283,998
Change+17,820 (+6%)
Value$4.2M (+$255.0K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares298,983 from 127,154
Change+171,829 (+135%)
Value$4.1M (+$2.4M)
Filed 2026-11-02
Mitchell Capital Management Co
INCREASED
Shares298,723 from 293,787
Change+4,936 (+2%)
Value$4.1M (+$77.1K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares290,842 from 155,794
Change+135,048 (+87%)
Value$3.3M (+$1.1M)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares290,201 from 87,056
Change+203,145 (+233%)
Value$3.2M (+$2.0M)
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares288,546 from 251,009
Change+37,537 (+15%)
Value$4.0M (+$526.7K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares277,634 from 283,502
Change-5,868 (-2%)
Value$3.8M (-$72.6K)
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares259,243 from 254,159
Change+5,084 (+2%)
Value$3.6M (+$77.9K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares256,219 from 256,219
Change0 (0%)
Value$3.5M (+$7.7K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares223,814 from 205,896
Change+17,918 (+9%)
Value$3.1M (+$254.0K)
Filed 2026-10-26
Americana Partners, LLC
NEW
Shares221,304
Change+221,304
Value$3.1M
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares219,431 from 199,182
Change+20,249 (+10%)
Value$2.9M (+$115.2K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares211,372 from 195,233
Change+16,139 (+8%)
Value$2.9M (+$229.1K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
INCREASED
Shares209,921 from 197,972
Change+11,949 (+6%)
Value$2.9M (+$171.2K)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares204,031 from 195,416
Change+8,615 (+4%)
Value$2.8M (+$125.0K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares183,234 from 91,670
Change+91,564 (+100%)
Value$2.5M (+$1.3M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares173,651 from 213,257
Change-39,606 (-19%)
Value$2.4M (-$541.4K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares169,163 from 167,496
Change+1,667 (+1%)
Value$2.3M (+$28.1K)
Filed 2026-10-15
Verdence Capital Advisors LLC
DECREASED
Shares158,347 from 160,400
Change-2,053 (-1%)
Value$2.2M (-$23.6K)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares150,250 from 138,071
Change+12,179 (+9%)
Value$2.1M (+$172.6K)
Filed 2026-11-04
Pinnacle Associates LTD
INCREASED
Shares129,779 from 129,531
Change+248 (+0%)
Value$1.8M (+$7.3K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares129,469 from 108,566
Change+20,903 (+19%)
Value$1.8M (+$292.3K)
Filed 2026-11-06
Venture Visionary Partners LLC
DECREASED
Shares127,916 from 139,853
Change-11,937 (-9%)
Value$1.8M (-$160.9K)
Filed 2026-10-07
Burkett Asset Management Ltd
INCREASED
Shares126,210 from 117,935
Change+8,275 (+7%)
Value$1.7M (+$118.0K)
Filed 2026-10-13
Lockheed Martin Investment Management Co
DECREASED
Shares125,880 from 131,780
Change-5,900 (-4%)
Value$1.7M (-$77.6K)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares125,283 from 363
Change+124,920 (+34413%)
Value$1.7M (+$1.7M)
Filed 2026-10-20
Gateway Investment Advisers LLC
NEW
Shares124,862
Change+124,862
Value$1.7M
Filed 2026-10-13
Nykredit A/S
INCREASED
Shares124,099 from 36,398
Change+87,701 (+241%)
Value$1.7M (+$1.2M)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares121,252 from 112,841
Change+8,411 (+7%)
Value$1.7M (+$119.7K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares119,813 from 104,112
Change+15,701 (+15%)
Value$1.7M (+$220.3K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares109,973 from 85,272
Change+24,701 (+29%)
Value$1.5M (+$344.2K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares109,477 from 90,044
Change+19,433 (+22%)
Value$1.5M (+$272.3K)
Filed 2026-10-08
Themes Management Co LLC
INCREASED
Shares107,714 from 73,516
Change+34,198 (+47%)
Value$1.5M (+$475.2K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares106,876 from 77,843
Change+29,033 (+37%)
Value$1.5M (+$403.9K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares103,959 from 113,083
Change-9,124 (-8%)
Value$1.4M (-$122.8K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares98,834 from 95,581
Change+3,253 (+3%)
Value$1.4M (+$47.9K)
Filed 2026-10-02
Greenleaf Trust
INCREASED
Shares98,037 from 92,112
Change+5,925 (+6%)
Value$1.4M (+$84.7K)
Filed 2026-10-29
Baron Wealth Management LLC
INCREASED
Shares95,113 from 94,626
Change+487 (+1%)
Value$1.3M (+$9.6K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares94,972 from 88,521
Change+6,451 (+7%)
Value$1.3M (+$91.9K)
Filed 2026-10-14
Arizona State Retirement System
NEW
Shares91,068
Change+91,068
Value$1.3M
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares90,837 from 87,234
Change+3,603 (+4%)
Value$1.3M (+$52.4K)
Filed 2026-10-22
Zions Bancorporation, National Association
DECREASED
Shares84,626 from 86,758
Change-2,132 (-2%)
Value$1.2M (-$26.9K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
NEW
Shares81,322
Change+81,322
Value$1.1M
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares80,406 from 82,165
Change-1,759 (-2%)
Value$1.1M (-$21.9K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares79,872 from 79,418
Change+454 (+1%)
Value$1.1M (+$8.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares77,922 from 36,508
Change+41,414 (+113%)
Value$1.1M (+$574.0K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares77,091 from 46,320
Change+30,771 (+66%)
Value$1.1M (+$427.0K)
Filed 2026-10-13
Highland Capital Management, LLC
INCREASED
Shares75,525 from 75,100
Change+425 (+1%)
Value$1.0M (+$8.1K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares75,504 from 74,760
Change+744 (+1%)
Value$1.0M (+$12.5K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares74,731 from 66,109
Change+8,622 (+13%)
Value$1.0M (+$121.2K)
Filed 2026-11-03
Orange Investment Advisors, Inc.
NEW
Shares74,401
Change+74,401
Value$1.0M
Filed 2026-10-23
Abel Hall, LLC
INCREASED
Shares73,648 from 71,943
Change+1,705 (+2%)
Value$1.0M (+$25.7K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares72,774
Change+72,774
Value$1.0M
Filed 2026-11-03
Xponance LLC
INCREASED
Shares72,048 from 64,375
Change+7,673 (+12%)
Value$996.4K (+$108.0K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares67,834 from 67,009
Change+825 (+1%)
Value$938.1K (+$13.4K)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED
Shares67,455 from 59,042
Change+8,413 (+14%)
Value$932.9K (+$118.1K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares67,229 from 18,878
Change+48,351 (+256%)
Value$929.8K (+$669.3K)
Filed 2026-11-02
Leuthold Group, LLC
UNCHANGED
Shares67,213 from 67,213
Change0 (0%)
Value$929.6K (+$2.0K)
Filed 2026-11-04
Five Oceans Advisors
INCREASED
Shares65,502 from 62,971
Change+2,531 (+4%)
Value$905.9K (+$36.9K)
Filed 2026-10-22
Orca Wealth Management, LLC
DECREASED
Shares65,283 from 65,821
Change-538 (-1%)
Value$902.9K (-$5.5K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares64,762 from 71,212
Change-6,450 (-9%)
Value$860.2K (-$124.5K)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares64,330 from 65,528
Change-1,198 (-2%)
Value$889.7K (-$14.6K)
Filed 2026-10-30
Marks Group Wealth Management, Inc
DECREASED
Shares63,259 from 68,891
Change-5,632 (-8%)
Value$874.9K (-$75.8K)
Filed 2026-11-05
Trust Point Inc.
INCREASED
Shares62,477 from 61,357
Change+1,120 (+2%)
Value$864.1K (+$17.3K)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares62,368 from 62,194
Change+174 (+0%)
Value$862.5K (+$4.3K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares60,792 from 55,854
Change+4,938 (+9%)
Value$840.8K (+$70.0K)
Filed 2026-10-28
Focused Wealth Management, Inc
INCREASED
Shares59,451 from 58,986
Change+465 (+1%)
Value$822.2K (+$8.2K)
Filed 2026-10-30
LVW Advisors, LLC
INCREASED
Shares59,248 from 57,324
Change+1,924 (+3%)
Value$819.4K (+$28.3K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
INCREASED
Shares57,781 from 47,927
Change+9,854 (+21%)
Value$799.1K (+$137.7K)
Filed 2026-10-08
Stablepoint Partners, LLC
NEW
Shares57,175
Change+57,175
Value$790.7K
Filed 2026-11-03
May Hill Capital, LLC
INCREASED
Shares57,100 from 50,348
Change+6,752 (+13%)
Value$789.7K (+$94.9K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares56,263 from 54,671
Change+1,592 (+3%)
Value$778.1K (+$23.7K)
Filed 2026-10-28
Tompkins Financial Corp
INCREASED
Shares55,849 from 120
Change+55,729 (+46441%)
Value$772.4K (+$770.7K)
Filed 2026-10-05
John G Ullman & Associates Inc
NEW
Shares53,920
Change+53,920
Value$745.7K
Filed 2026-11-04
Imc-Chicago, LLC
INCREASED
Shares52,292 from 36,740
Change+15,552 (+42%)
Value$723.2K (+$216.2K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
NEW
Shares52,204
Change+52,204
Value$722.0K
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares50,356 from 48,563
Change+1,793 (+4%)
Value$694.9K (+$24.8K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares50,318 from 49,185
Change+1,133 (+2%)
Value$695.9K (+$17.1K)
Filed 2026-11-06
Portside Wealth Group, LLC
INCREASED
Shares49,701 from 47,727
Change+1,974 (+4%)
Value$687.4K (+$28.7K)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
NEW
Shares49,536
Change+49,536
Value$667.7K
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares49,473 from 39,619
Change+9,854 (+25%)
Value$684.2K (+$137.5K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares48,378 from 22,037
Change+26,341 (+120%)
Value$669.1K (+$365.0K)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares48,222 from 45,831
Change+2,391 (+5%)
Value$666.9K (+$34.4K)
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares48,093 from 38,778
Change+9,315 (+24%)
Value$665.1K (+$130.0K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares48,016 from 43,843
Change+4,173 (+10%)
Value$664.1K (+$59.0K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares46,644 from 37,127
Change+9,517 (+26%)
Value$628.8K (+$113.8K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares45,846 from 32,510
Change+13,336 (+41%)
Value$634.1K (+$185.4K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares45,499 from 43,635
Change+1,864 (+4%)
Value$629.3K (+$27.1K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares44,882 from 38,805
Change+6,077 (+16%)
Value$620.7K (+$85.2K)
Filed 2026-11-03
Riversedge Advisors, LLC
INCREASED
Shares44,880 from 43,102
Change+1,778 (+4%)
Value$620.7K (+$25.9K)
Filed 2026-10-09
Diversify Wealth Management, LLC
INCREASED
Shares44,403 from 39,027
Change+5,376 (+14%)
Value$597.7K (+$51.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares44,403 from 39,027
Change+5,376 (+14%)
Value$597.7K (+$51.7K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares43,818 from 27,192
Change+16,626 (+61%)
Value$606.0K (+$230.8K)
Filed 2026-10-21
Sovran Advisors, LLC
INCREASED
Shares43,537 from 39,827
Change+3,710 (+9%)
Value$511.6K (-$45.2K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares42,550 from 40,219
Change+2,331 (+6%)
Value$588.5K (+$33.5K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares42,268 from 43,979
Change-1,711 (-4%)
Value$584.6K (-$22.3K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares40,282 from 35,204
Change+5,078 (+14%)
Value$557.1K (+$71.3K)
Filed 2026-10-19
Yousif Capital Management, LLC
DECREASED
Shares39,867 from 43,491
Change-3,624 (-8%)
Value$551.4K (-$48.8K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED
Shares38,298 from 36,606
Change+1,692 (+5%)
Value$529.7K (+$24.5K)
Filed 2026-10-20
Waterfront Wealth Inc.
UNCHANGED
Shares37,670 from 37,670
Change0 (0%)
Value$494.8K (-$27.7K)
Filed 2026-11-03
SYM Financial Corp
DECREASED
Shares37,476 from 39,750
Change-2,274 (-6%)
Value$518.3K (-$30.3K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares36,900 from 5,875
Change+31,025 (+528%)
Value$510.3K (+$429.3K)
Filed 2026-11-05
Cromwell Holdings LLC
INCREASED
Shares36,816 from 36,753
Change+63 (+0%)
Value$509.2K (+$2.0K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares35,897 from 21,965
Change+13,932 (+63%)
Value$496.5K (+$193.3K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares35,565 from 34,505
Change+1,060 (+3%)
Value$491.9K (+$15.7K)
Filed 2026-11-03
Seven Mile Advisory
DECREASED
Shares34,862 from 35,297
Change-435 (-1%)
Value$482.1K (-$5.0K)
Filed 2026-10-22
Natural Investments, LLC
INCREASED
Shares33,571 from 32,706
Change+865 (+3%)
Value$464.3K (+$13.3K)
Filed 2026-11-06
Archford Capital Strategies, LLC
DECREASED
Shares32,938 from 40,444
Change-7,506 (-19%)
Value$455.5K (-$102.6K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares29,797 from 29,195
Change+602 (+2%)
Value$412.1K (+$9.2K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares29,575 from 29,862
Change-287 (-1%)
Value$409.0K (-$3.0K)
Filed 2026-10-22
Gallacher Capital Management LLC
DECREASED
Shares28,562 from 46,450
Change-17,888 (-39%)
Value$395.0K (-$246.0K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares28,404
Change+28,404
Value$392.8K
Filed 2026-10-30
Athena Wealth Management, LLC
INCREASED
Shares28,028 from 27,041
Change+987 (+4%)
Value$387.6K (+$14.5K)
Filed 2026-10-09
Old National Bancorp
DECREASED
Shares27,822 from 29,735
Change-1,913 (-6%)
Value$384.8K (-$25.6K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares27,676 from 25,139
Change+2,537 (+10%)
Value$382.8K (+$35.8K)
Filed 2026-10-20
Everhart Financial Group, Inc.
INCREASED
Shares27,551 from 14,778
Change+12,773 (+86%)
Value$381.0K (+$177.1K)
Filed 2026-10-08
PFW Advisors LLC
DECREASED
Shares27,344 from 32,394
Change-5,050 (-16%)
Value$378.2K (-$68.9K)
Filed 2026-10-07
QP Wealth Management, LLC
NEW
Shares27,249
Change+27,249
Value$376.9K
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
INCREASED
Shares27,200 from 27,068
Change+132 (+0%)
Value$376.2K (+$2.6K)
Filed 2026-10-29
Rose Capital Advisors LLC
NEW
Shares27,170
Change+27,170
Value$375.8K
Filed 2026-11-04
Resonant Capital Advisors, LLC
INCREASED
Shares26,521 from 21,473
Change+5,048 (+24%)
Value$366.8K (+$70.5K)
Filed 2026-10-15
Syverson Strege & Co
INCREASED
Shares26,181 from 25,391
Change+790 (+3%)
Value$362.1K (+$11.7K)
Filed 2026-11-02
1834 Investment Advisors Co
UNCHANGED
Shares26,100 from 26,100
Change0 (0%)
Value$361.0K (+$783)
Filed 2026-10-16
GFS Advisors, LLC
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$360.0K (+$62.2K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares25,964
Change+25,964
Value$359.1K
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
NEW
Shares25,678
Change+25,678
Value$355.1K
Filed 2026-10-13
Foster Group, Inc.
INCREASED
Shares25,537 from 25,394
Change+143 (+1%)
Value$353.2K (+$2.7K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
INCREASED
Shares25,164 from 20,658
Change+4,506 (+22%)
Value$348.0K (+$62.9K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares24,869
Change+24,869
Value$343.9K
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares24,804 from 24,057
Change+747 (+3%)
Value$343.0K (+$11.1K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
DECREASED
Shares24,635 from 24,700
Change-65 (0%)
Value$340.7K (-$147)
Filed 2026-10-27
Contravisory Investment Management, Inc.
DECREASED
Shares24,405 from 25,784
Change-1,379 (-5%)
Value$337.5K (-$18.3K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
UNCHANGED
Shares24,210 from 24,210
Change0 (0%)
Value$334.8K (+$726)
Filed 2026-10-15
Snider Financial Group
UNCHANGED
Shares24,079 from 24,079
Change0 (0%)
Value$333.0K (+$722)
Filed 2026-10-16
Angeles Wealth Management, LLC
INCREASED
Shares23,735 from 22,675
Change+1,060 (+5%)
Value$328.3K (+$15.3K)
Filed 2026-10-26
Global Trust Asset Management, LLC
DECREASED
Shares23,625 from 23,700
Change-75 (0%)
Value$326.7K (-$326)
Filed 2026-10-19
Nilsine Partners, LLC
INCREASED
Shares23,493 from 23,331
Change+162 (+1%)
Value$324.9K (+$2.9K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares23,448 from 15,939
Change+7,509 (+47%)
Value$324.3K (+$104.3K)
Filed 2026-10-28
Eagle Strategies LLC
UNCHANGED
Shares22,905 from 22,905
Change0 (0%)
Value$316.8K (+$688)
Filed 2026-10-16
Founders Capital Management, LLC
NEW
Shares22,764
Change+22,764
Value$314.8K
Filed 2026-10-23
Earned Wealth Advisors, LLC
INCREASED
Shares22,743 from 19,535
Change+3,208 (+16%)
Value$314.5K (+$45.0K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares22,671 from 23,151
Change-480 (-2%)
Value$313.5K (-$6.0K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
INCREASED
Shares22,005 from 18,982
Change+3,023 (+16%)
Value$304.3K (+$42.4K)
Filed 2026-10-26
XXI Wealth, LLC
INCREASED
Shares21,989 from 20,400
Change+1,589 (+8%)
Value$304.1K (+$22.6K)
Filed 2026-10-22
Hardy Reed LLC
INCREASED
Shares21,840 from 19,737
Change+2,103 (+11%)
Value$302.0K (+$29.7K)
Filed 2026-11-06
Sutton Place Investors LLC
NEW
Shares21,826
Change+21,826
Value$301.9K
Filed 2026-10-20
HBK Sorce Advisory LLC
INCREASED
Shares21,692 from 19,847
Change+1,845 (+9%)
Value$260.5K (-$30.0K)
Filed 2026-11-06
Impact Capital Partners LLC
INCREASED
Shares21,399 from 20,921
Change+478 (+2%)
Value$295.9K (+$7.2K)
Filed 2026-10-22
Fulcrum Equity Management
INCREASED
Shares20,894 from 20,893
Change+1 (0%)
Value$289.0K (+$641)
Filed 2026-10-21
Carter Financial Group, Inc.
INCREASED
Shares20,632 from 15,106
Change+5,526 (+37%)
Value$285.3K (+$76.9K)
Filed 2026-10-21
Lavelle Capital LP
UNCHANGED
Shares20,515 from 20,515
Change0 (0%)
Value$283.7K (+$615)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares20,429 from 16,524
Change+3,905 (+24%)
Value$282.5K (+$54.5K)
Filed 2026-11-05
Diversified Trust Co
INCREASED
Shares20,361 from 18,578
Change+1,783 (+10%)
Value$281.6K (+$25.2K)
Filed 2026-11-06
Quadrant Private Wealth Management, LLC
INCREASED
Shares19,394 from 17,111
Change+2,283 (+13%)
Value$268.2K (+$32.1K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares19,159 from 29,940
Change-10,781 (-36%)
Value$261 (-$410.7K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares18,854 from 17,245
Change+1,609 (+9%)
Value$260.8K (+$22.8K)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares18,798 from 24,329
Change-5,531 (-23%)
Value$260.0K (-$75.8K)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares18,745 from 29,062
Change-10,317 (-35%)
Value$259.2K (-$141.8K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares18,614 from 16,998
Change+1,616 (+10%)
Value$257.4K (+$22.9K)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
INCREASED
Shares18,450 from 17,463
Change+987 (+6%)
Value$255.2K (+$14.2K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares18,241 from 49,477
Change-31,236 (-63%)
Value$252.3K (-$430.5K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares18,096 from 17,109
Change+987 (+6%)
Value$250.3K (+$14.2K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares17,988 from 15,489
Change+2,499 (+16%)
Value$248.8K (+$35.0K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares17,783 from 12,140
Change+5,643 (+46%)
Value$245.9K (+$78.4K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,697 from 12,625
Change+5,072 (+40%)
Value$244.8K (+$72.4K)
Filed 2026-10-13
Altar Rock LLC
UNCHANGED
Shares17,690 from 17,690
Change0 (0%)
Value$238.6K (-$5.5K)
Filed 2026-11-06
Ariadne Wealth Management, LP
DECREASED
Shares17,527 from 18,210
Change-683 (-4%)
Value$242.4K (-$8.9K)
Filed 2026-11-06
Moody National Bank Trust Division
DECREASED
Shares17,523 from 23,022
Change-5,499 (-24%)
Value$242.3K (-$75.4K)
Filed 2026-10-06
Nisa Investment Advisors, LLC
INCREASED
Shares17,240 from 757
Change+16,483 (+2177%)
Value$238.4K (+$228.0K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares16,842 from 16,694
Change+148 (+1%)
Value$232.9K (+$2.5K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares16,477 from 14,461
Change+2,016 (+14%)
Value$227.9K (+$28.3K)
Filed 2026-11-02
Enterprise Financial Services Corp
INCREASED
Shares16,403 from 15,509
Change+894 (+6%)
Value$226.9K (+$12.8K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares16,329 from 15,982
Change+347 (+2%)
Value$225.8K (+$5.3K)
Filed 2026-10-27
Curated Wealth Partners LLC
INCREASED
Shares16,235 from 12,938
Change+3,297 (+25%)
Value$224.5K (+$46.0K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares16,176 from 12,224
Change+3,952 (+32%)
Value$223.7K (+$55.0K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares16,097 from 11,128
Change+4,969 (+45%)
Value$222.6K (+$69.1K)
Filed 2026-10-26
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares15,759 from 14,318
Change+1,441 (+10%)
Value$218.0K (+$20.4K)
Filed 2026-11-05
Intergy Private Wealth, LLC
DECREASED
Shares15,532 from 15,533
Change-1 (0%)
Value$214.8K (+$453)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
NEW
Shares15,068
Change+15,068
Value$208.4K
Filed 2026-10-14
Frank, Rimerman Advisors LLC
INCREASED
Shares15,067 from 14,606
Change+461 (+3%)
Value$208.4K (+$6.8K)
Filed 2026-10-16
Klingman & Associates, LLC
INCREASED
Shares14,967 from 13,446
Change+1,521 (+11%)
Value$207.0K (+$21.4K)
Filed 2026-10-20
Investmark Advisory Group LLC
NEW
Shares14,812
Change+14,812
Value$204.9K
Filed 2026-10-27
Symmetry Partners, LLC
INCREASED
Shares14,785 from 11,345
Change+3,440 (+30%)
Value$204.5K (+$47.9K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,751 from 14,111
Change+640 (+5%)
Value$204.0K (+$9.3K)
Filed 2026-10-23
FAI Advisors, Inc.
INCREASED
Shares14,651 from 12,284
Change+2,367 (+19%)
Value$202.6K (+$33.1K)
Filed 2026-10-27
RBA Wealth Management, LLC
NEW
Shares14,520
Change+14,520
Value$200.8K
Filed 2026-10-28
SAX Wealth Advisors, LLC
NEW
Shares14,479
Change+14,479
Value$200.2K
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
NEW
Shares14,403
Change+14,403
Value$199.2K
Filed 2026-10-15
Stiles Financial Services Inc
UNCHANGED
Shares14,371 from 14,371
Change0 (0%)
Value$198.7K (+$431)
Filed 2026-10-30
Interchange Capital Partners, LLC
INCREASED
Shares14,332 from 12,826
Change+1,506 (+12%)
Value$198.2K (+$20.1K)
Filed 2026-10-28
August Group Capital Ltd
INCREASED
Shares14,309 from 13,707
Change+602 (+4%)
Value$197.9K (+$8.7K)
Filed 2026-10-14
World Equity Group, Inc.
NEW
Shares14,213
Change+14,213
Value$196.6K
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares14,205 from 10,718
Change+3,487 (+33%)
Value$196.5K (+$48.5K)
Filed 2026-10-28
Arlington Capital Management Inc
UNCHANGED
Shares14,150 from 14,150
Change0 (0%)
Value$195.7K (+$425)
Filed 2026-10-30
Samalin Investment Counsel, LLC
UNCHANGED
Shares14,104 from 14,104
Change0 (0%)
Value$195.1K (+$423)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares14,102 from 17,958
Change-3,856 (-21%)
Value$195.0K (-$52.8K)
Filed 2026-11-06
Nolet Wealth Management, LLC
INCREASED
Shares14,095 from 13,359
Change+736 (+6%)
Value$194.9K (+$10.6K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED
Shares14,029 from 15,478
Change-1,449 (-9%)
Value$194.0K (-$19.6K)
Filed 2026-10-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares14,028 from 13,314
Change+714 (+5%)
Value$194.0K (+$10.1K)
Filed 2026-10-13
Gryphon Financial Partners LLC
NEW
Shares14,011
Change+14,011
Value$193.8K
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
NEW
Shares13,674
Change+13,674
Value$189.1K
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares13,639 from 13,831
Change-192 (-1%)
Value$188.6K (-$2.2K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares13,485 from 14,419
Change-934 (-6%)
Value$186.5K (-$12.5K)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares13,482 from 12,753
Change+729 (+6%)
Value$186.5K (+$10.5K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares13,337 from 10,995
Change+2,342 (+21%)
Value$184.5K (+$32.7K)
Filed 2026-11-03
Modera Wealth Management, LLC
NEW
Shares13,173
Change+13,173
Value$182.2K
Filed 2026-10-28
Planned Solutions, Inc.
UNCHANGED
Shares12,996 from 12,996
Change0 (0%)
Value$179.7K (+$390)
Filed 2026-10-19
Livet Wealth, LLC
INCREASED
Shares12,871 from 12,273
Change+598 (+5%)
Value$178.0K (+$8.6K)
Filed 2026-10-27
Brookstone Capital Management
NEW
Shares12,768
Change+12,768
Value$176.6K
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares12,660 from 6,071
Change+6,589 (+109%)
Value$175.1K (+$91.3K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
INCREASED
Shares12,657 from 11,949
Change+708 (+6%)
Value$175.0K (+$10.2K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares12,526 from 12,609
Change-83 (-1%)
Value$173.2K (-$769)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED
Shares12,500 from 11,445
Change+1,055 (+9%)
Value$172.9K (+$14.9K)
Filed 2026-10-30
Activest Wealth Management
INCREASED
Shares12,220 from 12,202
Change+18 (+0%)
Value$169.0K (+$615)
Filed 2026-10-15
Investment Research Partners LLC
INCREASED
Shares11,985 from 11,936
Change+49 (+0%)
Value$165.8K (+$1.0K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED
Shares11,964 from 11,103
Change+861 (+8%)
Value$165.5K (+$12.2K)
Filed 2026-10-19
Firestone Capital Management
NEW
Shares11,945
Change+11,945
Value$165.2K
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED
Shares11,803 from 11,885
Change-82 (-1%)
Value$163.2K (-$778)
Filed 2026-10-16
Park Capital Management, LLC / WI
NEW
Shares11,782
Change+11,782
Value$162.9K
Filed 2026-10-13
Connecticut Capital Management Group, LLC
INCREASED
Shares11,779 from 11,369
Change+410 (+4%)
Value$162.9K (+$6.0K)
Filed 2026-10-29
Genesis Private Wealth, LLC
INCREASED
Shares11,773 from 11,682
Change+91 (+1%)
Value$162.8K (+$1.6K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
NEW
Shares11,650
Change+11,650
Value$161.1K
Filed 2026-10-29
Sunpointe, LLC
DECREASED
Shares11,513 from 15,086
Change-3,573 (-24%)
Value$159.2K (-$49.0K)
Filed 2026-10-22
Mlp3, LLC
UNCHANGED
Shares11,475 from 11,475
Change0 (0%)
Value$158.7K (+$344)
Filed 2026-10-22
Calamos Advisors LLC
NEW
Shares11,442
Change+11,442
Value$158.2K
Filed 2026-11-02
LifeGoal Investments, LLC
INCREASED
Shares11,277 from 10,349
Change+928 (+9%)
Value$156.0K (+$13.1K)
Filed 2026-10-09
Boltwood Capital Management
INCREASED
Shares11,215 from 11,000
Change+215 (+2%)
Value$155.1K (+$3.3K)
Filed 2026-10-02
Fragasso Financial Advisors Inc
NEW
Shares11,171
Change+11,171
Value$150.7K
Filed 2026-10-13
Sky Investment Group LLC
NEW
Shares11,158
Change+11,158
Value$154.3K
Filed 2026-10-30
Nova R Wealth, Inc.
UNCHANGED
Shares11,086 from 11,086
Change0 (0%)
Value$153.3K (+$332)
Filed 2026-10-26
Western Financial Corp
DECREASED
Shares11,027 from 11,956
Change-929 (-8%)
Value$152.5K (-$12.5K)
Filed 2026-10-14
Catalyst Financial Partners LLC
NEW
Shares10,943
Change+10,943
Value$151.3K
Filed 2026-11-06
Aletheian Wealth Advisors LLC
INCREASED
Shares10,922 from 10,463
Change+459 (+4%)
Value$151.1K (+$6.7K)
Filed 2026-10-08
Commonwealth Financial Services, LLC
NEW
Shares10,841
Change+10,841
Value$149.9K
Filed 2026-10-20
Allen Capital Group, LLC
INCREASED
Shares10,829 from 10,404
Change+425 (+4%)
Value$149.8K (+$6.2K)
Filed 2026-10-27
Affinity Capital Advisors, LLC
NEW
Shares10,795
Change+10,795
Value$145.6K
Filed 2026-10-13
Echo45 Advisors LLC
NEW
Shares10,722
Change+10,722
Value$148.3K
Filed 2026-10-07
Cardinal Point Capital Management ULC
NEW
Shares10,675
Change+10,675
Value$147.6K
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
NEW
Shares10,638
Change+10,638
Value$147.1K
Filed 2026-10-22
Midwest Trust Co
NEW
Shares10,582
Change+10,582
Value$146.3K
Filed 2026-10-22
JB Capital LLC
NEW
Shares10,548
Change+10,548
Value$145.9K
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED
Shares10,529 from 10,000
Change+529 (+5%)
Value$145.6K (+$7.6K)
Filed 2026-10-05
71 West Capital Partners
INCREASED
Shares10,386 from 10,228
Change+158 (+2%)
Value$143.6K (+$2.5K)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
DECREASED
Shares10,320 from 10,531
Change-211 (-2%)
Value$142.7K (-$2.6K)
Filed 2026-11-06
MW Advisory, LLC
NEW
Shares10,304
Change+10,304
Value$142.5K
Filed 2026-10-19
Farmers & Merchants Investments Inc
INCREASED
Shares10,297 from 5,000
Change+5,297 (+106%)
Value$142.4K (+$73.4K)
Filed 2026-10-22
Private Advisory Group LLC
NEW
Shares10,280
Change+10,280
Value$142.2K
Filed 2026-11-06
Carrera Capital Advisors
INCREASED
Shares10,261 from 10,242
Change+19 (+0%)
Value$141.9K (+$569)
Filed 2026-11-03
Foundry Financial Group, Inc.
NEW
Shares10,241
Change+10,241
Value$141.6K
Filed 2026-10-28
NewSquare Capital LLC
NEW
Shares10,149
Change+10,149
Value$140.4K
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares10,123 from 10,283
Change-160 (-2%)
Value$140.0K (-$1.9K)
Filed 2026-11-05
Hamilton Capital, LLC
NEW
Shares10,106
Change+10,106
Value$139.8K
Filed 2026-10-08
Avail Investment Partners, LLC
NEW
Shares10,018
Change+10,018
Value$138.5K
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares9,048 from 7,751
Change+1,297 (+17%)
Value$125.1K (+$18.1K)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares8,490 from 7,424
Change+1,066 (+14%)
Value$117.4K (+$15.0K)
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares7,609 from 7,609
Change0 (0%)
Value$105.2K (+$228)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares7,288 from 7,288
Change0 (0%)
Value$97.4K (-$3.2K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares7,242 from 7,645
Change-403 (-5%)
Value$100.2K (-$5.3K)
Filed 2026-11-03
UMB Bank, n.a.
INCREASED
Shares7,029 from 4,522
Change+2,507 (+55%)
Value$97.2K (+$34.8K)
Filed 2026-11-06
True Wealth Design, LLC
INCREASED
Shares6,889 from 6,115
Change+774 (+13%)
Value$95.3K (+$10.9K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares6,721 from 6,630
Change+91 (+1%)
Value$92.9K (+$1.5K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares5,954 from 7,512
Change-1,558 (-21%)
Value$82.3K (-$21.3K)
Filed 2026-10-30
Deutsche Bank Ag\
INCREASED
Shares5,871 from 221
Change+5,650 (+2557%)
Value$81.2K (+$78.1K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares5,838 from 5,838
Change0 (0%)
Value$80.7K (+$176)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares5,667
Change+5,667
Value$78.4K
Filed 2026-10-21
Addison Advisors LLC
INCREASED
Shares5,458 from 5,050
Change+408 (+8%)
Value$75.5K (+$5.8K)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares5,076 from 5,076
Change0 (0%)
Value$70.2K (+$152)
Filed 2026-10-30
First Horizon Corp
INCREASED
Shares4,687 from 1,922
Change+2,765 (+144%)
Value$64.8K (+$38.3K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$62.9K (+$137)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares4,022 from 2,861
Change+1,161 (+41%)
Value$55.6K (+$16.1K)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$45.8K (-$8.0K)
Filed 2026-10-30
Grove Bank & Trust
INCREASED
Shares3,792 from 1,480
Change+2,312 (+156%)
Value$52.4K (+$32.0K)
Filed 2026-10-08
Financial Consulate, Inc
INCREASED
Shares3,129 from 2,447
Change+682 (+28%)
Value$43.3K (+$9.5K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$41.5K (+$90)
Filed 2026-10-21
West Financial Advisors, LLC
NEW
Shares2,998
Change+2,998
Value$41.5K
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares2,975 from 2,904
Change+71 (+2%)
Value$41.1K (+$1.1K)
Filed 2026-10-28
KBC Group NV
NEW
Shares2,872
Change+2,872
Value$40.0K
Filed 2026-10-22
Proathlete Wealth Management LLC
NEW
Shares2,867
Change+2,867
Value$39.6K
Filed 2026-10-15
Washington Trust Advisors, Inc.
NEW
Shares2,669
Change+2,669
Value$36.9K
Filed 2026-10-22
Financial Management Professionals, Inc.
INCREASED
Shares2,667 from 2,471
Change+196 (+8%)
Value$36.9K (+$2.8K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares2,650 from 721
Change+1,929 (+268%)
Value$36.7K (+$26.7K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares2,638
Change+2,638
Value$36.5K
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares2,568 from 3,039
Change-471 (-15%)
Value$35.5K (-$6.4K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares2,563 from 2,462
Change+101 (+4%)
Value$35.5K (+$1.5K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares2,557 from 1,855
Change+702 (+38%)
Value$35.4K (+$9.8K)
Filed 2026-10-19
Spire Wealth Management
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$35.3K (+$76)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares2,500
Change+2,500
Value$34.2K
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares2,431 from 2,484
Change-53 (-2%)
Value$33.6K (-$658)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares2,404 from 2,063
Change+341 (+17%)
Value$33.2K (+$4.8K)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
UNCHANGED
Shares2,348 from 2,348
Change0 (0%)
Value$32.5K (+$70)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares2,334 from 1,602
Change+732 (+46%)
Value$32.3K (+$10.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares2,320 from 2,222
Change+98 (+4%)
Value$32.1K (+$1.4K)
Filed 2026-10-29
Spurstone Advisory Services, LLC
NEW
Shares2,268
Change+2,268
Value$30.1K
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares2,265 from 1,647
Change+618 (+38%)
Value$31.3K (+$8.6K)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares2,128
Change+2,128
Value$29.4K
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares2,063
Change+2,063
Value$28.5K
Filed 2026-11-05
Community Bank, N.A.
NEW
Shares2,057
Change+2,057
Value$28.4K
Filed 2026-11-06
V-Square Quantitative Management LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$28.4K (+$62)
Filed 2026-10-15
Essential Partners LLC
INCREASED
Shares1,950 from 1,771
Change+179 (+10%)
Value$27.0K (+$2.5K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$25.4K (+$55)
Filed 2026-10-07
Trust Co of Vermont
NEW
Shares1,758
Change+1,758
Value$24.3K
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares1,726 from 1,513
Change+213 (+14%)
Value$23.9K (+$3.0K)
Filed 2026-10-07
Cedar Mountain Advisors, LLC
NEW
Shares1,641
Change+1,641
Value$22.7K
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$20.4K (+$45)
Filed 2026-10-22
Oakworth Capital, Inc.
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$19.8K (+$43)
Filed 2026-10-26
Armstrong Advisory Group, Inc
NEW
Shares1,400
Change+1,400
Value$19.4K
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,377 from 1,091
Change+286 (+26%)
Value$19.0K (+$4.0K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,331 from 1,292
Change+39 (+3%)
Value$18.4K (+$578)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares1,213
Change+1,213
Value$16.8K
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares1,205 from 1,195
Change+10 (+1%)
Value$16.7K (+$174)
Filed 2026-10-15
CX Institutional
INCREASED
Shares1,195 from 612
Change+583 (+95%)
Value$17 (+$9)
Filed 2026-10-02
Central Trust Co
INCREASED
Shares1,069 from 431
Change+638 (+148%)
Value$14.8K (+$8.8K)
Filed 2026-11-05
Ares Financial Consulting, LLC
INCREASED
Shares1,045 from 537
Change+508 (+95%)
Value$14.5K (+$7.0K)
Filed 2026-10-19
Valley National Advisers Inc
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$14.4K (+$31)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares1,041 from 821
Change+220 (+27%)
Value$14.4K (+$3.1K)
Filed 2026-10-29
Rothwell Investment Advisors, LLC
NEW
Shares1,038
Change+1,038
Value$14.4K
Filed 2026-11-06
Wolverine Asset Management LLC
NEW
Shares1,007
Change+1,007
Value$13.9K
Filed 2026-11-02
WPG Advisers, LLC
INCREASED
Shares952 from 105
Change+847 (+807%)
Value$13.2K (+$11.7K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$13.2K (+$29)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares936
Change+936
Value$12.9K
Filed 2026-10-19
Valued Wealth Advisors LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$12.8K (+$28)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares912 from 879
Change+33 (+4%)
Value$12.6K (+$483)
Filed 2026-10-14
New England Capital Financial Advisors LLC
NEW
Shares900
Change+900
Value$12.4K
Filed 2026-11-03
Curat Global, LLC
NEW
Shares873
Change+873
Value$12.1K
Filed 2026-10-26
Bangor Savings Bank
NEW
Shares821
Change+821
Value$11.4K
Filed 2026-10-06
Wolff Wiese Magana LLC
NEW
Shares741
Change+741
Value$10.2K
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$9.7K (+$21)
Filed 2026-11-03
MV Capital Management, Inc.
INCREASED
Shares679 from 675
Change+4 (+1%)
Value$9.4K (+$76)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares676 from 952
Change-276 (-29%)
Value$9.4K (-$3.8K)
Filed 2026-10-16
Independence Bank of Kentucky
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$9.3K (+$20)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares673 from 764
Change-91 (-12%)
Value$9.3K (-$1.2K)
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares655
Change+655
Value$9.1K
Filed 2026-10-23
Planning Strategies Inc.
NEW
Shares647
Change+647
Value$8.9K
Filed 2026-10-02
Main Street Group, LTD
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$8.8K (+$19)
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares573 from 14
Change+559 (+3993%)
Value$7.9K (+$7.7K)
Filed 2026-10-19
Nemes Rush Group LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$7.9K (+$17)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares570 from 318
Change+252 (+79%)
Value$7.9K (+$3.5K)
Filed 2026-10-14
Winch Advisory Services, LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$7.5K (+$16)
Filed 2026-11-06
Compass Wealth Management LLC
NEW
Shares532
Change+532
Value$7.4K
Filed 2026-10-22
Paladin Partners, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$7.1K (+$15)
Filed 2026-10-06
United Financial Planning Group LLC
NEW
Shares492
Change+492
Value$6.8K
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$6.7K (+$15)
Filed 2026-10-27
Montag A & Associates Inc
NEW
Shares453
Change+453
Value$6.3K
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares451 from 696
Change-245 (-35%)
Value$6.2K (-$3.4K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares445
Change+445
Value$6.2K
Filed 2026-10-29
PFS Partners, LLC
NEW
Shares420
Change+420
Value$5.8K
Filed 2026-10-21
American Capital Advisory, LLC
INCREASED
Shares406 from 284
Change+122 (+43%)
Value$5.6K (+$1.7K)
Filed 2026-10-28
Burk Holdings LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$5.3K (+$11)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$5.3K (+$12)
Filed 2026-10-08
Markowski Investments
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$4.8K (+$10)
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$4.6K (+$10)
Filed 2026-11-04
Hartford Financial Management Inc.
NEW
Shares308
Change+308
Value$4.3K
Filed 2026-10-21
Barrett & Company, Inc.
NEW
Shares308
Change+308
Value$4.3K
Filed 2026-10-22
Financial Network Wealth Advisors LLC
INCREASED
Shares296 from 238
Change+58 (+24%)
Value$4.1K (+$810)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares280
Change+280
Value$3.9K
Filed 2026-10-09
Covestor Ltd
NEW
Shares269
Change+269
Value$4
Filed 2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$3.3K (+$8)
Filed 2026-10-21
Monetary Solutions, Ltd
INCREASED
Shares209 from 128
Change+81 (+63%)
Value$2.9K (+$1.1K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
NEW
Shares194
Change+194
Value$2.7K
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$2.6K (+$5)
Filed 2026-10-30
High Note Wealth, LLC
INCREASED
Shares182 from 4
Change+178 (+4450%)
Value$2.5K (+$2.5K)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$2.5K (+$6)
Filed 2026-10-14
Center for Financial Planning, Inc.
NEW
Shares167
Change+167
Value$2.3K
Filed 2026-10-26
Eastern Bank
NEW
Shares166
Change+166
Value$2.3K
Filed 2026-10-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$2.3K (+$5)
Filed 2026-10-16
Clearstead Trust, LLC
NEW
Shares151
Change+151
Value$2.1K
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
DECREASED
Shares146 from 1,067
Change-921 (-86%)
Value$2.0K (-$12.7K)
Filed 2026-10-27
Noble Wealth Management PBC
INCREASED
Shares117 from 52
Change+65 (+125%)
Value$1.6K (+$900)
Filed 2026-10-01
NBT Bank, N.A.
NEW
Shares112
Change+112
Value$1.5K
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares104 from 94
Change+10 (+11%)
Value$1.4K (+$141)
Filed 2026-10-08
Mosley Wealth Management
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$1.4K (-$35)
Filed 2026-10-16
Costello Asset Management, Inc
NEW
Shares100
Change+100
Value$1.4K
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.4K (+$3)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$1.4K (+$3)
Filed 2026-10-09
Avion Wealth
NEW
Shares96
Change+96
Value$1
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares93
Change+93
Value$1.3K
Filed 2026-10-14
Decker Retirement Planning Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$1.3K (+$3)
Filed 2026-10-19
Nvest Wealth Strategies, Inc.
INCREASED
Shares84 from 42
Change+42 (+100%)
Value$1.2K (+$582)
Filed 2026-10-14
Gilpin Wealth Management, LLC
NEW
Shares75
Change+75
Value$1.0K
Filed 2026-10-09
DiNuzzo Private Wealth, Inc.
NEW
Shares70
Change+70
Value$969
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares68
Change+68
Value$940
Filed 2026-11-02
Golden State Wealth Management, LLC
NEW
Shares63
Change+63
Value$871
Filed 2026-11-02
Bayban
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$856 ($0)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares59
Change+59
Value$815
Filed 2026-10-27
Marquette Asset Management, LLC
NEW
Shares59
Change+59
Value$816
Filed 2026-10-09
Hager Investment Management Services, LLC
NEW
Shares59
Change+59
Value$816
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares51
Change+51
Value$705
Filed 2026-10-14
West Branch Capital LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$518 (+$1)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
NEW
Shares32
Change+32
Value$443
Filed 2026-11-03
Community Financial Services Group, LLC
NEW
Shares25
Change+25
Value$332
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares24 from 48
Change-24 (-50%)
Value$332 (-$330)
Filed 2026-10-30
Torren Management, LLC
NEW
Shares22
Change+22
Value$300
Filed 2026-10-29
Creative Capital Management Investments LLC
NEW
Shares7
Change+7
Value$97
Filed 2026-10-28
Downshift Financial, LLC
NEW
Shares2
Change+2
Value$28
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$28 ($0)
Filed 2026-10-23
Natixis
NEW
Shares1
Change+1
Value$14
Filed 2026-11-06
Miura Global Management, LLC
CLOSED
Shares0 from 250,000
Change-250,000 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-05
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 22,417
Change-22,417 (-100%)
Value$0 (-$309.4K)
Filed 2026-10-09
Mission Wealth Management, LP
CLOSED
Shares0 from 19,122
Change-19,122 (-100%)
Value$0 (-$263.9K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 12,637
Change-12,637 (-100%)
Value$0 (-$174.4K)
Filed 2026-11-02
Brucke Financial, Inc.
CLOSED
Shares0 from 11,505
Change-11,505 (-100%)
Value$0 (-$158.8K)
Filed 2026-10-23
Canopy Partners, LLC
CLOSED
Shares0 from 11,059
Change-11,059 (-100%)
Value$0 (-$152.6K)
Filed 2026-10-28
Sepio Capital, LP
CLOSED
Shares0 from 10,922
Change-10,922 (-100%)
Value$0 (-$150.7K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
CLOSED
Shares0 from 10,585
Change-10,585 (-100%)
Value$0 (-$146.1K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 9,259
Change-9,259 (-100%)
Value$0 (-$127.8K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 3,376
Change-3,376 (-100%)
Value$0 (-$46.6K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,105
Change-3,105 (-100%)
Value$0 (-$42.7K)
Filed 2026-10-16
Wellington Grp LLC
CLOSED
Shares0 from 2,128
Change-2,128 (-100%)
Value$0 (-$24.0K)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-13
Southern Michigan Bank & Trust
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 88,347,118
Change-88,347,118 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 47,110,934
Change-47,110,934 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,372,881
Change-41,372,881 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,747,607
Change-17,747,607 (-100%)
Value—
Capital International Investors
N/A
Shares— from 14,098,764
Change-14,098,764 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 14,003,466
Change-14,003,466 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,968,275
Change-12,968,275 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,039,222
Change-12,039,222 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,138,445
Change-11,138,445 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 8,200,758
Change-8,200,758 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 7,779,747
Change-7,779,747 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,439,764
Change-7,439,764 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 6,800,999
Change-6,800,999 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,104,333
Change-6,104,333 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,785,264
Change-5,785,264 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,360,914
Change-5,360,914 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5,060,189
Change-5,060,189 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 4,259,140
Change-4,259,140 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,229,602
Change-4,229,602 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,055,047
Change-4,055,047 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,032,815
Change-4,032,815 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,671,603
Change-3,671,603 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,509,617
Change-3,509,617 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,118,812
Change-3,118,812 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,968,016
Change-2,968,016 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,816,360
Change-2,816,360 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,378,098
Change-2,378,098 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,264,672
Change-2,264,672 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,095,514
Change-2,095,514 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,757,251
Change-1,757,251 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 1,654,997
Change-1,654,997 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,474,326
Change-1,474,326 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,255,568
Change-1,255,568 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,094,390
Change-1,094,390 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,017,064
Change-1,017,064 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 997,435
Change-997,435 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 997,315
Change-997,315 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 975,491
Change-975,491 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 960,636
Change-960,636 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 927,575
Change-927,575 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 844,907
Change-844,907 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 828,167
Change-828,167 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 760,950
Change-760,950 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 682,907
Change-682,907 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 674,206
Change-674,206 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 646,059
Change-646,059 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 639,410
Change-639,410 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 600,166
Change-600,166 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 594,575
Change-594,575 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 538,556
Change-538,556 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 534,324
Change-534,324 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 531,769
Change-531,769 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 515,635
Change-515,635 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 454,608
Change-454,608 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 454,500
Change-454,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 437,364
Change-437,364 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 431,070
Change-431,070 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 421,893
Change-421,893 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 413,409
Change-413,409 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 413,068
Change-413,068 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 410,960
Change-410,960 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 393,085
Change-393,085 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 378,086
Change-378,086 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 374,322
Change-374,322 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 372,809
Change-372,809 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 366,131
Change-366,131 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 358,444
Change-358,444 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 332,524
Change-332,524 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 332,187
Change-332,187 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 331,392
Change-331,392 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 326,278
Change-326,278 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 315,460
Change-315,460 (-100%)
Value—
&partners
N/A
Shares— from 315,231
Change-315,231 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 277,769
Change-277,769 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 273,035
Change-273,035 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 259,838
Change-259,838 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 259,273
Change-259,273 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 254,307
Change-254,307 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 248,524
Change-248,524 (-100%)
Value—
Nwam LLC
N/A
Shares— from 248,251
Change-248,251 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 242,709
Change-242,709 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 240,262
Change-240,262 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 239,026
Change-239,026 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 238,618
Change-238,618 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 230,846
Change-230,846 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 228,367
Change-228,367 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 219,077
Change-219,077 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 213,651
Change-213,651 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 205,984
Change-205,984 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 205,756
Change-205,756 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 199,017
Change-199,017 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 197,589
Change-197,589 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 193,991
Change-193,991 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 184,305
Change-184,305 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 183,638
Change-183,638 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 182,009
Change-182,009 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 173,391
Change-173,391 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 172,236
Change-172,236 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 171,078
Change-171,078 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 170,485
Change-170,485 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 163,257
Change-163,257 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 160,444
Change-160,444 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 158,068
Change-158,068 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 156,559
Change-156,559 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 150,839
Change-150,839 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 150,238
Change-150,238 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 150,119
Change-150,119 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 140,654
Change-140,654 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 139,423
Change-139,423 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 135,620
Change-135,620 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 135,181
Change-135,181 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 133,813
Change-133,813 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 133,758
Change-133,758 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 119,921
Change-119,921 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 119,304
Change-119,304 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 117,150
Change-117,150 (-100%)
Value—
Capital World Investors
N/A
Shares— from 109,817
Change-109,817 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 105,837
Change-105,837 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 103,721
Change-103,721 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 102,857
Change-102,857 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 100,140
Change-100,140 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 97,710
Change-97,710 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 97,473
Change-97,473 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 96,521
Change-96,521 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 93,369
Change-93,369 (-100%)
Value—
Blair William & Co
N/A
Shares— from 92,526
Change-92,526 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 92,272
Change-92,272 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 85,934
Change-85,934 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 83,970
Change-83,970 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 83,862
Change-83,862 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 75,886
Change-75,886 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 69,251
Change-69,251 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 68,661
Change-68,661 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 67,021
Change-67,021 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 66,897
Change-66,897 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 62,986
Change-62,986 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 62,161
Change-62,161 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 61,990
Change-61,990 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 61,951
Change-61,951 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 61,463
Change-61,463 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 60,310
Change-60,310 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 59,936
Change-59,936 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 57,294
Change-57,294 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,124
Change-57,124 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 54,423
Change-54,423 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 52,442
Change-52,442 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 51,661
Change-51,661 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 51,370
Change-51,370 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 49,829
Change-49,829 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 49,002
Change-49,002 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 48,751
Change-48,751 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 47,938
Change-47,938 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,762
Change-44,762 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 43,824
Change-43,824 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 42,728
Change-42,728 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 41,517
Change-41,517 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 40,580
Change-40,580 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 40,398
Change-40,398 (-100%)
Value—
State Street Corp
N/A
Shares— from 38,714
Change-38,714 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 38,661
Change-38,661 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 38,129
Change-38,129 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 36,888
Change-36,888 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,784
Change-36,784 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 36,124
Change-36,124 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 35,387
Change-35,387 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 35,098
Change-35,098 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 34,633
Change-34,633 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 33,811
Change-33,811 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 33,736
Change-33,736 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 33,625
Change-33,625 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 32,991
Change-32,991 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 32,919
Change-32,919 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 32,775
Change-32,775 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 32,260
Change-32,260 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 31,608
Change-31,608 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,581
Change-31,581 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 30,661
Change-30,661 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 30,512
Change-30,512 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 30,465
Change-30,465 (-100%)
Value—
Optas, LLC
N/A
Shares— from 30,016
Change-30,016 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 29,755
Change-29,755 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 29,737
Change-29,737 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,179
Change-29,179 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,981
Change-27,981 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 27,738
Change-27,738 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 26,788
Change-26,788 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 26,327
Change-26,327 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,322
Change-26,322 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 25,979
Change-25,979 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 25,544
Change-25,544 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 25,449
Change-25,449 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 24,738
Change-24,738 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 24,640
Change-24,640 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,608
Change-23,608 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 23,591
Change-23,591 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,980
Change-22,980 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 22,242
Change-22,242 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 21,857
Change-21,857 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 21,762
Change-21,762 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 21,580
Change-21,580 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 21,041
Change-21,041 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 20,665
Change-20,665 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 20,625
Change-20,625 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 20,588
Change-20,588 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,339
Change-20,339 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 20,067
Change-20,067 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 17,124
Change-17,124 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 17,112
Change-17,112 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 17,019
Change-17,019 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 16,781
Change-16,781 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 16,687
Change-16,687 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,539
Change-16,539 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,244
Change-16,244 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 16,230
Change-16,230 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 15,866
Change-15,866 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 15,576
Change-15,576 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 15,192
Change-15,192 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 15,079
Change-15,079 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 14,671
Change-14,671 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 14,623
Change-14,623 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,176
Change-14,176 (-100%)
Value—
Calydon Capital
N/A
Shares— from 14,077
Change-14,077 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 13,844
Change-13,844 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,699
Change-13,699 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 13,492
Change-13,492 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13,327
Change-13,327 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,147
Change-13,147 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 13,022
Change-13,022 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 12,979
Change-12,979 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 12,414
Change-12,414 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 12,027
Change-12,027 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 11,575
Change-11,575 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,566
Change-11,566 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 11,448
Change-11,448 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 11,340
Change-11,340 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,719
Change-10,719 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 10,656
Change-10,656 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10,576
Change-10,576 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,241
Change-10,241 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 10,149
Change-10,149 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 934
Change-934 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 716
Change-716 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 532
Change-532 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Motco
N/A
Shares— from 518
Change-518 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 392
Change-392 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 256
Change-256 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 243
Change-243 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 158
Change-158 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 131
Change-131 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 51
Change-51 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
DECREASED31,633,02132,885,780-1,252,759-4%$453.8M$437.5M-$16.3M2026-11-06
Mondrian Investment Partners LTD
DECREASED18,752,65719,385,394-632,737-3%$267.5M$259.3M-$8.2M2026-10-23
Dimensional Fund Advisors LP
INCREASED17,283,66010,804,127+6,479,533+60%$149.1M$239.0M+$89.9M2026-11-04
Barclays PLC
DECREASED5,356,0388,178,634-2,822,596-35%$112.9M$74.1M-$38.8M2026-11-06
Todd Asset Management LLC
DECREASED5,064,1276,512,623-1,448,496-22%$89.9M$70.0M-$19.8M2026-10-27
Creative Planning
INCREASED3,173,6572,596,097+577,560+22%$35.8M$43.9M+$8.1M2026-11-02
Bank of New York Mellon Corp
INCREASED2,035,4281,844,790+190,638+10%$25.5M$28.1M+$2.7M2026-11-05
LPL Financial LLC
INCREASED1,913,8131,742,745+171,068+10%$24.0M$26.5M+$2.4M2026-11-06
Citigroup Inc
DECREASED1,591,9338,337,150-6,745,217-81%$115.1M$22.0M-$93.0M2026-11-04
Russell Investments Group, Ltd.
INCREASED1,146,907469,244+677,663+144%$6.5M$15.9M+$9.4M2026-11-06
Crossmark Global Holdings, Inc.
DECREASED943,4471,041,645-98,198-9%$14.4M$13.0M-$1.3M2026-10-21
US Bancorp \de\
INCREASED709,131646,248+62,883+10%$8.9M$9.8M+$889.0K2026-11-05
Quadrant Capital Group LLC
INCREASED554,342542,161+12,181+2%$7.5M$7.5M+$29.5K2026-10-20
Factory Mutual Insurance Co
UNCHANGED515,311515,31100%$7.1M$7.1M+$15.5K2026-10-30
Assetmark, Inc
INCREASED498,683442,364+56,319+13%$6.1M$6.9M+$792.2K2026-10-21
Ethic Inc.
INCREASED469,679379,124+90,555+24%$5.2M$6.5M+$1.3M2026-11-03
Ritholtz Wealth Management
INCREASED461,928441,904+20,024+5%$6.1M$6.4M+$290.2K2026-11-05
PNC Financial Services Group, Inc.
INCREASED417,205386,120+31,085+8%$5.3M$5.8M+$441.5K2026-11-06
Savant Capital, LLC
INCREASED413,890211,266+202,624+96%$3.0M$5.7M+$2.7M2026-11-06
Calamos Wealth Management LLC
INCREASED409,929198,531+211,398+106%$2.7M$5.7M+$2.9M2026-11-02
Signaturefd, LLC
INCREASED408,703388,883+19,820+5%$5.4M$5.7M+$285.8K2026-10-23
Park Avenue Securities LLC
DECREASED395,076448,674-53,598-12%$6.2M$5.5M-$728.0K2026-10-26
Eagle Global Advisors LLC
DECREASED367,505368,450-9450%$5.1M$5.1M-$2.0K2026-11-02
Vise Technologies, Inc.
INCREASED327,386254,188+73,198+29%$3.5M$4.5M+$1.0M2026-10-29
Compound Planning, Inc.
INCREASED301,818283,998+17,820+6%$3.9M$4.2M+$255.0K2026-11-05
Commonwealth Equity Services, LLC
INCREASED298,983127,154+171,829+135%$1.8M$4.1M+$2.4M2026-11-02
Mitchell Capital Management Co
INCREASED298,723293,787+4,936+2%$4.1M$4.1M+$77.1K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED290,842155,794+135,048+87%$2.2M$3.3M+$1.1M2026-10-13
Prospera Financial Services Inc
INCREASED290,20187,056+203,145+233%$1.2M$3.2M+$2.0M2026-11-04
Evergreen Capital Management LLC
INCREASED288,546251,009+37,537+15%$3.5M$4.0M+$526.7K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED277,634283,502-5,868-2%$3.9M$3.8M-$72.6K2026-10-27
CIBC Asset Management Inc
INCREASED259,243254,159+5,084+2%$3.5M$3.6M+$77.9K2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED256,219256,21900%$3.5M$3.5M+$7.7K2026-11-02
Oppenheimer & Co Inc
INCREASED223,814205,896+17,918+9%$2.8M$3.1M+$254.0K2026-10-26
Americana Partners, LLC
NEW221,304—+221,304——$3.1M—2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED219,431199,182+20,249+10%$2.8M$2.9M+$115.2K2026-11-04
Choreo, LLC
INCREASED211,372195,233+16,139+8%$2.7M$2.9M+$229.1K2026-10-28
Aaron Wealth Advisors LLC
INCREASED209,921197,972+11,949+6%$2.7M$2.9M+$171.2K2026-10-13
Keybank National Association
INCREASED204,031195,416+8,615+4%$2.7M$2.8M+$125.0K2026-11-04
HB Wealth Management, LLC
INCREASED183,23491,670+91,564+100%$1.3M$2.5M+$1.3M2026-10-23
Truist Financial Corp
DECREASED173,651213,257-39,606-19%$2.9M$2.4M-$541.4K2026-10-30
Atria Investments, Inc
INCREASED169,163167,496+1,667+1%$2.3M$2.3M+$28.1K2026-10-15
Verdence Capital Advisors LLC
DECREASED158,347160,400-2,053-1%$2.2M$2.2M-$23.6K2026-10-26
Lido Advisors, LLC
INCREASED150,250138,071+12,179+9%$1.9M$2.1M+$172.6K2026-11-04
Pinnacle Associates LTD
INCREASED129,779129,531+248+0%$1.8M$1.8M+$7.3K2026-10-20
Merit Financial Group, LLC
INCREASED129,469108,566+20,903+19%$1.5M$1.8M+$292.3K2026-11-06
Venture Visionary Partners LLC
DECREASED127,916139,853-11,937-9%$1.9M$1.8M-$160.9K2026-10-07
Burkett Asset Management Ltd
INCREASED126,210117,935+8,275+7%$1.6M$1.7M+$118.0K2026-10-13
Lockheed Martin Investment Management Co
DECREASED125,880131,780-5,900-4%$1.8M$1.7M-$77.6K2026-11-04
Arlington Trust Co LLC
INCREASED125,283363+124,920+34413%$5.0K$1.7M+$1.7M2026-10-20
Gateway Investment Advisers LLC
NEW124,862—+124,862——$1.7M—2026-10-13
Nykredit A/S
INCREASED124,09936,398+87,701+241%$502.3K$1.7M+$1.2M2026-11-06
Kathmere Capital Management, LLC
INCREASED121,252112,841+8,411+7%$1.6M$1.7M+$119.7K2026-10-20
Parallel Advisors, LLC
INCREASED119,813104,112+15,701+15%$1.4M$1.7M+$220.3K2026-11-03
Gamma Investing LLC
INCREASED109,97385,272+24,701+29%$1.2M$1.5M+$344.2K2026-10-08
Farther Finance Advisors, LLC
INCREASED109,47790,044+19,433+22%$1.2M$1.5M+$272.3K2026-10-08
Themes Management Co LLC
INCREASED107,71473,516+34,198+47%$1.0M$1.5M+$475.2K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED106,87677,843+29,033+37%$1.1M$1.5M+$403.9K2026-10-27
Fifth Third Bancorp
DECREASED103,959113,083-9,124-8%$1.6M$1.4M-$122.8K2026-11-05
Versant Capital Management, Inc
INCREASED98,83495,581+3,253+3%$1.3M$1.4M+$47.9K2026-10-02
Greenleaf Trust
INCREASED98,03792,112+5,925+6%$1.3M$1.4M+$84.7K2026-10-29
Baron Wealth Management LLC
INCREASED95,11394,626+487+1%$1.3M$1.3M+$9.6K2026-10-27
Mather Group, Llc.
INCREASED94,97288,521+6,451+7%$1.2M$1.3M+$91.9K2026-10-14
Arizona State Retirement System
NEW91,068—+91,068——$1.3M—2026-11-03
Sagespring Wealth Partners, LLC
INCREASED90,83787,234+3,603+4%$1.2M$1.3M+$52.4K2026-10-22
Zions Bancorporation, National Association
DECREASED84,62686,758-2,132-2%$1.2M$1.2M-$26.9K2026-11-06
State of New Jersey Common Pension Fund D
NEW81,322—+81,322——$1.1M—2026-11-05
Apollon Wealth Management, LLC
DECREASED80,40682,165-1,759-2%$1.1M$1.1M-$21.9K2026-10-23
Regions Financial Corp
INCREASED79,87279,418+454+1%$1.1M$1.1M+$8.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED77,92236,508+41,414+113%$504.0K$1.1M+$574.0K2026-11-02
Independent Financial Group, LLC
INCREASED77,09146,320+30,771+66%$639.2K$1.1M+$427.0K2026-10-13
Highland Capital Management, LLC
INCREASED75,52575,100+425+1%$1.0M$1.0M+$8.1K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED75,50474,760+744+1%$1.0M$1.0M+$12.5K2026-11-03
HUB Investment Partners, LLC
INCREASED74,73166,109+8,622+13%$912.3K$1.0M+$121.2K2026-11-03
Orange Investment Advisors, Inc.
NEW74,401—+74,401——$1.0M—2026-10-23
Abel Hall, LLC
INCREASED73,64871,943+1,705+2%$992.8K$1.0M+$25.7K2026-10-19
Ascentis Independent Advisors
NEW72,774—+72,774——$1.0M—2026-11-03
Xponance LLC
INCREASED72,04864,375+7,673+12%$888.4K$996.4K+$108.0K2026-11-03
PDS Planning, Inc
INCREASED67,83467,009+825+1%$924.7K$938.1K+$13.4K2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED67,45559,042+8,413+14%$814.8K$932.9K+$118.1K2026-10-09
Kestra Advisory Services, LLC
INCREASED67,22918,878+48,351+256%$260.5K$929.8K+$669.3K2026-11-02
Leuthold Group, LLC
UNCHANGED67,21367,21300%$927.5K$929.6K+$2.0K2026-11-04
Five Oceans Advisors
INCREASED65,50262,971+2,531+4%$869.0K$905.9K+$36.9K2026-10-22
Orca Wealth Management, LLC
DECREASED65,28365,821-538-1%$908.3K$902.9K-$5.5K2026-10-14
TD Waterhouse Canada Inc.
DECREASED64,76271,212-6,450-9%$984.7K$860.2K-$124.5K2026-10-16
Ascent Group, LLC
DECREASED64,33065,528-1,198-2%$904.3K$889.7K-$14.6K2026-10-30
Marks Group Wealth Management, Inc
DECREASED63,25968,891-5,632-8%$950.7K$874.9K-$75.8K2026-11-05
Trust Point Inc.
INCREASED62,47761,357+1,120+2%$846.7K$864.1K+$17.3K2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED62,36862,194+174+0%$858.3K$862.5K+$4.3K2026-10-27
Aprio Wealth Management, LLC
INCREASED60,79255,854+4,938+9%$770.8K$840.8K+$70.0K2026-10-28
Focused Wealth Management, Inc
INCREASED59,45158,986+465+1%$814.0K$822.2K+$8.2K2026-10-30
LVW Advisors, LLC
INCREASED59,24857,324+1,924+3%$791.1K$819.4K+$28.3K2026-10-19
Valeo Financial Advisors, LLC
INCREASED57,78147,927+9,854+21%$661.4K$799.1K+$137.7K2026-10-08
Stablepoint Partners, LLC
NEW57,175—+57,175——$790.7K—2026-11-03
May Hill Capital, LLC
INCREASED57,10050,348+6,752+13%$694.8K$789.7K+$94.9K2026-11-03
Sage Rhino Capital LLC
INCREASED56,26354,671+1,592+3%$754.5K$778.1K+$23.7K2026-10-28
Tompkins Financial Corp
INCREASED55,849120+55,729+46441%$1.7K$772.4K+$770.7K2026-10-05
John G Ullman & Associates Inc
NEW53,920—+53,920——$745.7K—2026-11-04
Imc-Chicago, LLC
INCREASED52,29236,740+15,552+42%$507.0K$723.2K+$216.2K2026-11-05
SeaCrest Wealth Management, LLC
NEW52,204—+52,204——$722.0K—2026-10-21
Allworth Financial LP
INCREASED50,35648,563+1,793+4%$670.2K$694.9K+$24.8K2026-11-06
Clearstead Advisors, LLC
INCREASED50,31849,185+1,133+2%$678.8K$695.9K+$17.1K2026-11-06
Portside Wealth Group, LLC
INCREASED49,70147,727+1,974+4%$658.6K$687.4K+$28.7K2026-10-20
NorthCrest Asset Manangement, LLC
NEW49,536—+49,536——$667.7K—2026-10-13
Anchyra Partners LLC
INCREASED49,47339,619+9,854+25%$546.7K$684.2K+$137.5K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED48,37822,037+26,341+120%$304.1K$669.1K+$365.0K2026-10-13
Florida Trust Wealth Management Co
INCREASED48,22245,831+2,391+5%$632.5K$666.9K+$34.4K2026-11-05
Gibbs Wealth Management
INCREASED48,09338,778+9,315+24%$535.1K$665.1K+$130.0K2026-10-22
Greenspring Advisors, LLC
INCREASED48,01643,843+4,173+10%$605.0K$664.1K+$59.0K2026-11-05
Wedmont Private Capital
INCREASED46,64437,127+9,517+26%$515.0K$628.8K+$113.8K2026-10-09
Concurrent Investment Advisors, LLC
INCREASED45,84632,510+13,336+41%$448.6K$634.1K+$185.4K2026-10-16
55 North Private Wealth, LLC
INCREASED45,49943,635+1,864+4%$602.2K$629.3K+$27.1K2026-10-20
J.Safra Asset Management Corp
INCREASED44,88238,805+6,077+16%$535.5K$620.7K+$85.2K2026-11-03
Riversedge Advisors, LLC
INCREASED44,88043,102+1,778+4%$594.8K$620.7K+$25.9K2026-10-09
Diversify Wealth Management, LLC
INCREASED44,40339,027+5,376+14%$546.0K$597.7K+$51.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED44,40339,027+5,376+14%$546.0K$597.7K+$51.7K2026-10-20
Axxcess Wealth Management, LLC
INCREASED43,81827,192+16,626+61%$375.2K$606.0K+$230.8K2026-10-21
Sovran Advisors, LLC
INCREASED43,53739,827+3,710+9%$556.8K$511.6K-$45.2K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED42,55040,219+2,331+6%$555.0K$588.5K+$33.5K2026-11-04
MGO One Seven LLC
DECREASED42,26843,979-1,711-4%$606.9K$584.6K-$22.3K2026-10-28
Traveka Wealth, LLC
INCREASED40,28235,204+5,078+14%$485.8K$557.1K+$71.3K2026-10-19
Yousif Capital Management, LLC
DECREASED39,86743,491-3,624-8%$600.2K$551.4K-$48.8K2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED38,29836,606+1,692+5%$505.2K$529.7K+$24.5K2026-10-20
Waterfront Wealth Inc.
UNCHANGED37,67037,67000%$522.5K$494.8K-$27.7K2026-11-03
SYM Financial Corp
DECREASED37,47639,750-2,274-6%$548.6K$518.3K-$30.3K2026-10-26
First Command Advisory Services, Inc.
INCREASED36,9005,875+31,025+528%$81.1K$510.3K+$429.3K2026-11-05
Cromwell Holdings LLC
INCREASED36,81636,753+63+0%$507.2K$509.2K+$2.0K2026-10-28
Perigon Wealth Management, LLC
INCREASED35,89721,965+13,932+63%$303.1K$496.5K+$193.3K2026-10-22
Brighton Jones LLC
INCREASED35,56534,505+1,060+3%$476.2K$491.9K+$15.7K2026-11-03
Seven Mile Advisory
DECREASED34,86235,297-435-1%$487.1K$482.1K-$5.0K2026-10-22
Natural Investments, LLC
INCREASED33,57132,706+865+3%$451.0K$464.3K+$13.3K2026-11-06
Archford Capital Strategies, LLC
DECREASED32,93840,444-7,506-19%$558.1K$455.5K-$102.6K2026-10-19
D'Orazio & Associates, Inc.
INCREASED29,79729,195+602+2%$402.9K$412.1K+$9.2K2026-11-04
Wedbush Securities Inc
DECREASED29,57529,862-287-1%$412.0K$409.0K-$3.0K2026-10-22
Gallacher Capital Management LLC
DECREASED28,56246,450-17,888-39%$641.0K$395.0K-$246.0K2026-10-30
Provenance Wealth Advisors, LLC
NEW28,404—+28,404——$392.8K—2026-10-30
Athena Wealth Management, LLC
INCREASED28,02827,041+987+4%$373.2K$387.6K+$14.5K2026-10-09
Old National Bancorp
DECREASED27,82229,735-1,913-6%$410.3K$384.8K-$25.6K2026-10-20
Norden Group LLC
INCREASED27,67625,139+2,537+10%$346.9K$382.8K+$35.8K2026-10-20
Everhart Financial Group, Inc.
INCREASED27,55114,778+12,773+86%$203.9K$381.0K+$177.1K2026-10-08
PFW Advisors LLC
DECREASED27,34432,394-5,050-16%$447.0K$378.2K-$68.9K2026-10-07
QP Wealth Management, LLC
NEW27,249—+27,249——$376.9K—2026-10-20
Grimes & Co Wealth Management, LLC
INCREASED27,20027,068+132+0%$373.5K$376.2K+$2.6K2026-10-29
Rose Capital Advisors LLC
NEW27,170—+27,170——$375.8K—2026-11-04
Resonant Capital Advisors, LLC
INCREASED26,52121,473+5,048+24%$296.3K$366.8K+$70.5K2026-10-15
Syverson Strege & Co
INCREASED26,18125,391+790+3%$350.4K$362.1K+$11.7K2026-11-02
1834 Investment Advisors Co
UNCHANGED26,10026,10000%$360.2K$361.0K+$7832026-10-16
GFS Advisors, LLC
UNCHANGED26,00026,00000%$297.8K$360.0K+$62.2K2026-11-03
Latitude Advisors, LLC
NEW25,964—+25,964——$359.1K—2026-10-27
Hennion & Walsh Asset Management, Inc.
NEW25,678—+25,678——$355.1K—2026-10-13
Foster Group, Inc.
INCREASED25,53725,394+143+1%$350.4K$353.2K+$2.7K2026-10-13
Fiduciary Financial Group, LLC
INCREASED25,16420,658+4,506+22%$285.1K$348.0K+$62.9K2026-10-13
First Affirmative Financial Network
NEW24,869—+24,869——$343.9K—2026-10-21
SteelPeak Wealth, LLC
INCREASED24,80424,057+747+3%$332.0K$343.0K+$11.1K2026-10-16
Crestwood Advisors Group, LLC
DECREASED24,63524,700-650%$340.9K$340.7K-$1472026-10-27
Contravisory Investment Management, Inc.
DECREASED24,40525,784-1,379-5%$355.8K$337.5K-$18.3K2026-10-13
Hoxton Planning & Management, LLC
UNCHANGED24,21024,21000%$334.1K$334.8K+$7262026-10-15
Snider Financial Group
UNCHANGED24,07924,07900%$332.3K$333.0K+$7222026-10-16
Angeles Wealth Management, LLC
INCREASED23,73522,675+1,060+5%$312.9K$328.3K+$15.3K2026-10-26
Global Trust Asset Management, LLC
DECREASED23,62523,700-750%$327.1K$326.7K-$3262026-10-19
Nilsine Partners, LLC
INCREASED23,49323,331+162+1%$322.0K$324.9K+$2.9K2026-11-02
Soltis Investment Advisors LLC
INCREASED23,44815,939+7,509+47%$220.0K$324.3K+$104.3K2026-10-28
Eagle Strategies LLC
UNCHANGED22,90522,90500%$316.1K$316.8K+$6882026-10-16
Founders Capital Management, LLC
NEW22,764—+22,764——$314.8K—2026-10-23
Earned Wealth Advisors, LLC
INCREASED22,74319,535+3,208+16%$269.6K$314.5K+$45.0K2026-11-06
Sowell Financial Services LLC
DECREASED22,67123,151-480-2%$319.5K$313.5K-$6.0K2026-10-23
SmartHarvest Portfolios, LLC
INCREASED22,00518,982+3,023+16%$262.0K$304.3K+$42.4K2026-10-26
XXI Wealth, LLC
INCREASED21,98920,400+1,589+8%$281.5K$304.1K+$22.6K2026-10-22
Hardy Reed LLC
INCREASED21,84019,737+2,103+11%$272.4K$302.0K+$29.7K2026-11-06
Sutton Place Investors LLC
NEW21,826—+21,826——$301.9K—2026-10-20
HBK Sorce Advisory LLC
INCREASED21,69219,847+1,845+9%$290.6K$260.5K-$30.0K2026-11-06
Impact Capital Partners LLC
INCREASED21,39920,921+478+2%$288.7K$295.9K+$7.2K2026-10-22
Fulcrum Equity Management
INCREASED20,89420,893+10%$288.3K$289.0K+$6412026-10-21
Carter Financial Group, Inc.
INCREASED20,63215,106+5,526+37%$208.5K$285.3K+$76.9K2026-10-21
Lavelle Capital LP
UNCHANGED20,51520,51500%$283.1K$283.7K+$6152026-11-03
Elevation Point Wealth Partners, LLC
INCREASED20,42916,524+3,905+24%$228.0K$282.5K+$54.5K2026-11-05
Diversified Trust Co
INCREASED20,36118,578+1,783+10%$256.4K$281.6K+$25.2K2026-11-06
Quadrant Private Wealth Management, LLC
INCREASED19,39417,111+2,283+13%$236.1K$268.2K+$32.1K2026-11-04
Thrivent Financial for Lutherans
DECREASED19,15929,940-10,781-36%$411.0K$261-$410.7K2026-11-05
AlphaCore Capital LLC
INCREASED18,85417,245+1,609+9%$238.0K$260.8K+$22.8K2026-11-04
Csenge Advisory Group
DECREASED18,79824,329-5,531-23%$335.7K$260.0K-$75.8K2026-11-04
Avestar Capital, LLC
DECREASED18,74529,062-10,317-35%$401.1K$259.2K-$141.8K2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED18,61416,998+1,616+10%$234.6K$257.4K+$22.9K2026-10-08
Cornerstone Wealth Group, LLC
INCREASED18,45017,463+987+6%$241.0K$255.2K+$14.2K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED18,24149,477-31,236-63%$682.8K$252.3K-$430.5K2026-11-06
Avior Wealth Management, LLC
INCREASED18,09617,109+987+6%$236.1K$250.3K+$14.2K2026-10-13
Diversified Enterprises, LLC
INCREASED17,98815,489+2,499+16%$213.7K$248.8K+$35.0K2026-10-19
Victory Financial Group, LLC
INCREASED17,78312,140+5,643+46%$167.5K$245.9K+$78.4K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED17,69712,625+5,072+40%$172.3K$244.8K+$72.4K2026-10-13
Altar Rock LLC
UNCHANGED17,69017,69000%$244.1K$238.6K-$5.5K2026-11-06
Ariadne Wealth Management, LP
DECREASED17,52718,210-683-4%$251.3K$242.4K-$8.9K2026-11-06
Moody National Bank Trust Division
DECREASED17,52323,022-5,499-24%$317.7K$242.3K-$75.4K2026-10-06
Nisa Investment Advisors, LLC
INCREASED17,240757+16,483+2177%$10.4K$238.4K+$228.0K2026-10-20
Larson Financial Group LLC
INCREASED16,84216,694+148+1%$230.4K$232.9K+$2.5K2026-11-05
Certuity, LLC
INCREASED16,47714,461+2,016+14%$199.6K$227.9K+$28.3K2026-11-02
Enterprise Financial Services Corp
INCREASED16,40315,509+894+6%$214.0K$226.9K+$12.8K2026-11-03
VestGen Advisors, LLC
INCREASED16,32915,982+347+2%$220.6K$225.8K+$5.3K2026-10-27
Curated Wealth Partners LLC
INCREASED16,23512,938+3,297+25%$178.5K$224.5K+$46.0K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED16,17612,224+3,952+32%$168.7K$223.7K+$55.0K2026-11-02
Indivisible Partners
INCREASED16,09711,128+4,969+45%$153.6K$222.6K+$69.1K2026-10-26
Spectrum Planning & Advisory Services Inc.
INCREASED15,75914,318+1,441+10%$197.6K$218.0K+$20.4K2026-11-05
Intergy Private Wealth, LLC
DECREASED15,53215,533-10%$214.4K$214.8K+$4532026-10-16
Patriot Financial Group Insurance Agency, LLC
NEW15,068—+15,068——$208.4K—2026-10-14
Frank, Rimerman Advisors LLC
INCREASED15,06714,606+461+3%$201.6K$208.4K+$6.8K2026-10-16
Klingman & Associates, LLC
INCREASED14,96713,446+1,521+11%$185.6K$207.0K+$21.4K2026-10-20
Investmark Advisory Group LLC
NEW14,812—+14,812——$204.9K—2026-10-27
Symmetry Partners, LLC
INCREASED14,78511,345+3,440+30%$156.6K$204.5K+$47.9K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED14,75114,111+640+5%$194.7K$204.0K+$9.3K2026-10-23
FAI Advisors, Inc.
INCREASED14,65112,284+2,367+19%$169.5K$202.6K+$33.1K2026-10-27
RBA Wealth Management, LLC
NEW14,520—+14,520——$200.8K—2026-10-28
SAX Wealth Advisors, LLC
NEW14,479—+14,479——$200.2K—2026-10-13
Turtle Creek Wealth Advisors, LLC
NEW14,403—+14,403——$199.2K—2026-10-15
Stiles Financial Services Inc
UNCHANGED14,37114,37100%$198.3K$198.7K+$4312026-10-30
Interchange Capital Partners, LLC
INCREASED14,33212,826+1,506+12%$178.1K$198.2K+$20.1K2026-10-28
August Group Capital Ltd
INCREASED14,30913,707+602+4%$189.2K$197.9K+$8.7K2026-10-14
World Equity Group, Inc.
NEW14,213—+14,213——$196.6K—2026-10-14
TD Private Client Wealth LLC
INCREASED14,20510,718+3,487+33%$147.9K$196.5K+$48.5K2026-10-28
Arlington Capital Management Inc
UNCHANGED14,15014,15000%$195.3K$195.7K+$4252026-10-30
Samalin Investment Counsel, LLC
UNCHANGED14,10414,10400%$194.6K$195.1K+$4232026-10-23
Personal CFO Solutions, LLC
DECREASED14,10217,958-3,856-21%$247.8K$195.0K-$52.8K2026-11-06
Nolet Wealth Management, LLC
INCREASED14,09513,359+736+6%$184.4K$194.9K+$10.6K2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED14,02915,478-1,449-9%$213.6K$194.0K-$19.6K2026-10-05
Signature Estate & Investment Advisors LLC
INCREASED14,02813,314+714+5%$184.0K$194.0K+$10.1K2026-10-13
Gryphon Financial Partners LLC
NEW14,011—+14,011——$193.8K—2026-11-04
OpenArc Corporate Advisory, LLC
NEW13,674—+13,674——$189.1K—2026-10-21
SVB Wealth LLC
DECREASED13,63913,831-192-1%$190.9K$188.6K-$2.2K2026-11-06
Moors & Cabot, Inc.
DECREASED13,48514,419-934-6%$199.0K$186.5K-$12.5K2026-11-06
Procyon Advisors, LLC
INCREASED13,48212,753+729+6%$176.0K$186.5K+$10.5K2026-10-21
RFG Advisory, LLC
INCREASED13,33710,995+2,342+21%$151.7K$184.5K+$32.7K2026-11-03
Modera Wealth Management, LLC
NEW13,173—+13,173——$182.2K—2026-10-28
Planned Solutions, Inc.
UNCHANGED12,99612,99600%$179.3K$179.7K+$3902026-10-19
Livet Wealth, LLC
INCREASED12,87112,273+598+5%$169.4K$178.0K+$8.6K2026-10-27
Brookstone Capital Management
NEW12,768—+12,768——$176.6K—2026-10-22
IFP Advisors, Inc
INCREASED12,6606,071+6,589+109%$83.8K$175.1K+$91.3K2026-10-16
Owl Creek Wealth Partners LLC
INCREASED12,65711,949+708+6%$164.9K$175.0K+$10.2K2026-10-20
BIP Wealth, LLC
DECREASED12,52612,609-83-1%$174.0K$173.2K-$7692026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED12,50011,445+1,055+9%$157.9K$172.9K+$14.9K2026-10-30
Activest Wealth Management
INCREASED12,22012,202+18+0%$168.4K$169.0K+$6152026-10-15
Investment Research Partners LLC
INCREASED11,98511,936+49+0%$164.7K$165.8K+$1.0K2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED11,96411,103+861+8%$153.2K$165.5K+$12.2K2026-10-19
Firestone Capital Management
NEW11,945—+11,945——$165.2K—2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED11,80311,885-82-1%$164.0K$163.2K-$7782026-10-16
Park Capital Management, LLC / WI
NEW11,782—+11,782——$162.9K—2026-10-13
Connecticut Capital Management Group, LLC
INCREASED11,77911,369+410+4%$156.9K$162.9K+$6.0K2026-10-29
Genesis Private Wealth, LLC
INCREASED11,77311,682+91+1%$161.2K$162.8K+$1.6K2026-11-02
Summit Wealth Group LLC / Co
NEW11,650—+11,650——$161.1K—2026-10-29
Sunpointe, LLC
DECREASED11,51315,086-3,573-24%$208.2K$159.2K-$49.0K2026-10-22
Mlp3, LLC
UNCHANGED11,47511,47500%$158.4K$158.7K+$3442026-10-22
Calamos Advisors LLC
NEW11,442—+11,442——$158.2K—2026-11-02
LifeGoal Investments, LLC
INCREASED11,27710,349+928+9%$142.8K$156.0K+$13.1K2026-10-09
Boltwood Capital Management
INCREASED11,21511,000+215+2%$151.8K$155.1K+$3.3K2026-10-02
Fragasso Financial Advisors Inc
NEW11,171—+11,171——$150.7K—2026-10-13
Sky Investment Group LLC
NEW11,158—+11,158——$154.3K—2026-10-30
Nova R Wealth, Inc.
UNCHANGED11,08611,08600%$153.0K$153.3K+$3322026-10-26
Western Financial Corp
DECREASED11,02711,956-929-8%$165.0K$152.5K-$12.5K2026-10-14
Catalyst Financial Partners LLC
NEW10,943—+10,943——$151.3K—2026-11-06
Aletheian Wealth Advisors LLC
INCREASED10,92210,463+459+4%$144.4K$151.1K+$6.7K2026-10-08
Commonwealth Financial Services, LLC
NEW10,841—+10,841——$149.9K—2026-10-20
Allen Capital Group, LLC
INCREASED10,82910,404+425+4%$143.6K$149.8K+$6.2K2026-10-27
Affinity Capital Advisors, LLC
NEW10,795—+10,795——$145.6K—2026-10-13
Echo45 Advisors LLC
NEW10,722—+10,722——$148.3K—2026-10-07
Cardinal Point Capital Management ULC
NEW10,675—+10,675——$147.6K—2026-10-21
Fifth Third Wealth Advisors LLC
NEW10,638—+10,638——$147.1K—2026-10-22
Midwest Trust Co
NEW10,582—+10,582——$146.3K—2026-10-22
JB Capital LLC
NEW10,548—+10,548——$145.9K—2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED10,52910,000+529+5%$138.0K$145.6K+$7.6K2026-10-05
71 West Capital Partners
INCREASED10,38610,228+158+2%$141.1K$143.6K+$2.5K2026-11-04
Werba Rubin Papier Wealth Management
DECREASED10,32010,531-211-2%$145.3K$142.7K-$2.6K2026-11-06
MW Advisory, LLC
NEW10,304—+10,304——$142.5K—2026-10-19
Farmers & Merchants Investments Inc
INCREASED10,2975,000+5,297+106%$69.0K$142.4K+$73.4K2026-10-22
Private Advisory Group LLC
NEW10,280—+10,280——$142.2K—2026-11-06
Carrera Capital Advisors
INCREASED10,26110,242+19+0%$141.3K$141.9K+$5692026-11-03
Foundry Financial Group, Inc.
NEW10,241—+10,241——$141.6K—2026-10-28
NewSquare Capital LLC
NEW10,149—+10,149——$140.4K—2026-11-06
Meridian Wealth Management, LLC
DECREASED10,12310,283-160-2%$141.9K$140.0K-$1.9K2026-11-05
Hamilton Capital, LLC
NEW10,106—+10,106——$139.8K—2026-10-08
Avail Investment Partners, LLC
NEW10,018—+10,018——$138.5K—2026-10-16
Salomon & Ludwin, LLC
INCREASED9,0487,751+1,297+17%$107.0K$125.1K+$18.1K2026-10-29
Parkside Financial Bank & Trust
INCREASED8,4907,424+1,066+14%$102.5K$117.4K+$15.0K2026-10-27
James T. Borello RIA
UNCHANGED7,6097,60900%$105.0K$105.2K+$2282026-10-16
Westside Investment Management, Inc.
UNCHANGED7,2887,28800%$100.6K$97.4K-$3.2K2026-11-02
JFS Wealth Advisors, LLC
DECREASED7,2427,645-403-5%$105.5K$100.2K-$5.3K2026-11-03
UMB Bank, n.a.
INCREASED7,0294,522+2,507+55%$62.4K$97.2K+$34.8K2026-11-06
True Wealth Design, LLC
INCREASED6,8896,115+774+13%$84.4K$95.3K+$10.9K2026-10-13
Private Trust Co NA
INCREASED6,7216,630+91+1%$91.5K$92.9K+$1.5K2026-10-20
Richardson Financial Services Inc.
DECREASED5,9547,512-1,558-21%$103.7K$82.3K-$21.3K2026-10-30
Deutsche Bank Ag\
INCREASED5,871221+5,650+2557%$3.1K$81.2K+$78.1K2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED5,8385,83800%$80.6K$80.7K+$1762026-10-23
Root Financial Partners, LLC
NEW5,667—+5,667——$78.4K—2026-10-21
Addison Advisors LLC
INCREASED5,4585,050+408+8%$69.7K$75.5K+$5.8K2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED5,0765,07600%$70.0K$70.2K+$1522026-10-30
First Horizon Corp
INCREASED4,6871,922+2,765+144%$26.5K$64.8K+$38.3K2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED4,5504,55000%$62.8K$62.9K+$1372026-11-02
Blue Trust, Inc.
INCREASED4,0222,861+1,161+41%$39.5K$55.6K+$16.1K2026-10-15
Hughes Financial Services, LLC
UNCHANGED3,9003,90000%$53.8K$45.8K-$8.0K2026-10-30
Grove Bank & Trust
INCREASED3,7921,480+2,312+156%$20.4K$52.4K+$32.0K2026-10-08
Financial Consulate, Inc
INCREASED3,1292,447+682+28%$33.8K$43.3K+$9.5K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED3,0003,00000%$41.4K$41.5K+$902026-10-21
West Financial Advisors, LLC
NEW2,998—+2,998——$41.5K—2026-10-22
Cullen T Bankers, Inc.
INCREASED2,9752,904+71+2%$40.1K$41.1K+$1.1K2026-10-28
KBC Group NV
NEW2,872—+2,872——$40.0K—2026-10-22
Proathlete Wealth Management LLC
NEW2,867—+2,867——$39.6K—2026-10-15
Washington Trust Advisors, Inc.
NEW2,669—+2,669——$36.9K—2026-10-22
Financial Management Professionals, Inc.
INCREASED2,6672,471+196+8%$34.1K$36.9K+$2.8K2026-10-23
Lanark Financial, Inc.
INCREASED2,650721+1,929+268%$9.9K$36.7K+$26.7K2026-10-26
Nova Financial LLC
NEW2,638—+2,638——$36.5K—2026-11-04
Rossby Financial, LCC
DECREASED2,5683,039-471-15%$41.9K$35.5K-$6.4K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED2,5632,462+101+4%$34.0K$35.5K+$1.5K2026-11-05
Highline Wealth Partners LLC
INCREASED2,5571,855+702+38%$25.6K$35.4K+$9.8K2026-10-19
Spire Wealth Management
UNCHANGED2,5562,55600%$35.3K$35.3K+$762026-10-30
Rydar Equities, Inc.
NEW2,500—+2,500——$34.2K—2026-10-13
Compass Financial Management LLC
DECREASED2,4312,484-53-2%$34.3K$33.6K-$6582026-10-30
Physician Wealth Advisors, Inc.
INCREASED2,4042,063+341+17%$28.5K$33.2K+$4.8K2026-10-20
Acumen Wealth Advisors, LLC
UNCHANGED2,3482,34800%$32.4K$32.5K+$702026-11-05
SJS Investment Consulting Inc.
INCREASED2,3341,602+732+46%$22.1K$32.3K+$10.2K2026-10-26
Signature Equity Partners, LLC
INCREASED2,3202,222+98+4%$30.7K$32.1K+$1.4K2026-10-29
Spurstone Advisory Services, LLC
NEW2,268—+2,268——$30.1K—2026-11-02
Albion Financial Group
INCREASED2,2651,647+618+38%$22.7K$31.3K+$8.6K2026-10-21
Elyxium Wealth, LLC
NEW2,128—+2,128——$29.4K—2026-10-27
Jacobi Capital Management LLC
NEW2,063—+2,063——$28.5K—2026-11-05
Community Bank, N.A.
NEW2,057—+2,057——$28.4K—2026-11-06
V-Square Quantitative Management LLC
UNCHANGED2,0532,05300%$28.3K$28.4K+$622026-10-15
Essential Partners LLC
INCREASED1,9501,771+179+10%$24.4K$27.0K+$2.5K2026-10-14
Retirement Wealth Solutions LLC
UNCHANGED1,8361,83600%$25.3K$25.4K+$552026-10-07
Trust Co of Vermont
NEW1,758—+1,758——$24.3K—2026-10-21
Elevation Wealth Partners, LLC
INCREASED1,7261,513+213+14%$20.9K$23.9K+$3.0K2026-10-07
Cedar Mountain Advisors, LLC
NEW1,641—+1,641——$22.7K—2026-10-15
Manchester Capital Management LLC
UNCHANGED1,4751,47500%$20.4K$20.4K+$452026-10-22
Oakworth Capital, Inc.
UNCHANGED1,4301,43000%$19.7K$19.8K+$432026-10-26
Armstrong Advisory Group, Inc
NEW1,400—+1,400——$19.4K—2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED1,3771,091+286+26%$15.1K$19.0K+$4.0K2026-11-04
Creative Financial Designs Inc
INCREASED1,3311,292+39+3%$17.8K$18.4K+$5782026-11-04
Ascentis Wealth Management, LLC
NEW1,213—+1,213——$16.8K—2026-11-03
GHP Investment Advisors, Inc.
INCREASED1,2051,195+10+1%$16.5K$16.7K+$1742026-10-15
CX Institutional
INCREASED1,195612+583+95%$8$17+$92026-10-02
Central Trust Co
INCREASED1,069431+638+148%$5.9K$14.8K+$8.8K2026-11-05
Ares Financial Consulting, LLC
INCREASED1,045537+508+95%$7.4K$14.5K+$7.0K2026-10-19
Valley National Advisers Inc
UNCHANGED1,0431,04300%$14.4K$14.4K+$312026-10-23
Bell Investment Advisors, Inc
INCREASED1,041821+220+27%$11.3K$14.4K+$3.1K2026-10-29
Rothwell Investment Advisors, LLC
NEW1,038—+1,038——$14.4K—2026-11-06
Wolverine Asset Management LLC
NEW1,007—+1,007——$13.9K—2026-11-02
WPG Advisers, LLC
INCREASED952105+847+807%$1.4K$13.2K+$11.7K2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED95295200%$13.1K$13.2K+$292026-10-16
UMB Private Wealth Management, LLC
NEW936—+936——$12.9K—2026-10-19
Valued Wealth Advisors LLC
UNCHANGED92592500%$12.8K$12.8K+$282026-11-05
Triumph Capital Management
INCREASED912879+33+4%$12.1K$12.6K+$4832026-10-14
New England Capital Financial Advisors LLC
NEW900—+900——$12.4K—2026-11-03
Curat Global, LLC
NEW873—+873——$12.1K—2026-10-26
Bangor Savings Bank
NEW821—+821——$11.4K—2026-10-06
Wolff Wiese Magana LLC
NEW741—+741——$10.2K—2026-10-15
Jnba Financial Advisors
UNCHANGED70370300%$9.7K$9.7K+$212026-11-03
MV Capital Management, Inc.
INCREASED679675+4+1%$9.3K$9.4K+$762026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED676952-276-29%$13.1K$9.4K-$3.8K2026-10-16
Independence Bank of Kentucky
UNCHANGED67467400%$9.3K$9.3K+$202026-10-26
Cape Investment Advisory, Inc.
DECREASED673764-91-12%$10.5K$9.3K-$1.2K2026-10-13
Mainstream Capital Management LLC
NEW655—+655——$9.1K—2026-10-23
Planning Strategies Inc.
NEW647—+647——$8.9K—2026-10-02
Main Street Group, LTD
UNCHANGED63363300%$8.7K$8.8K+$192026-10-28
Private Wealth Management Group, LLC
INCREASED57314+559+3993%$194$7.9K+$7.7K2026-10-19
Nemes Rush Group LLC
UNCHANGED57257200%$7.9K$7.9K+$172026-11-04
Fortitude Family Office, LLC
INCREASED570318+252+79%$4.4K$7.9K+$3.5K2026-10-14
Winch Advisory Services, LLC
UNCHANGED54154100%$7.5K$7.5K+$162026-11-06
Compass Wealth Management LLC
NEW532—+532——$7.4K—2026-10-22
Paladin Partners, LLC
UNCHANGED51051000%$7.0K$7.1K+$152026-10-06
United Financial Planning Group LLC
NEW492—+492——$6.8K—2026-11-04
North Star Investment Management Corp.
UNCHANGED48448400%$6.7K$6.7K+$152026-10-27
Montag A & Associates Inc
NEW453—+453——$6.3K—2026-10-29
Asset Dedication, LLC
DECREASED451696-245-35%$9.6K$6.2K-$3.4K2026-11-03
Next Level Wealth Planning, LLC
NEW445—+445——$6.2K—2026-10-29
PFS Partners, LLC
NEW420—+420——$5.8K—2026-10-21
American Capital Advisory, LLC
INCREASED406284+122+43%$3.9K$5.6K+$1.7K2026-10-28
Burk Holdings LLC
UNCHANGED38638600%$5.3K$5.3K+$112026-11-05
Toth Financial Advisory Corp
UNCHANGED38038000%$5.2K$5.3K+$122026-10-08
Markowski Investments
UNCHANGED34534500%$4.8K$4.8K+$102026-10-30
Elevated Capital Advisors, LLC
UNCHANGED33333300%$4.6K$4.6K+$102026-11-04
Hartford Financial Management Inc.
NEW308—+308——$4.3K—2026-10-21
Barrett & Company, Inc.
NEW308—+308——$4.3K—2026-10-22
Financial Network Wealth Advisors LLC
INCREASED296238+58+24%$3.3K$4.1K+$8102026-10-28
GK Wealth Management LLC
NEW280—+280——$3.9K—2026-10-09
Covestor Ltd
NEW269—+269——$4—2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED23523500%$3.2K$3.3K+$82026-10-21
Monetary Solutions, Ltd
INCREASED209128+81+63%$1.8K$2.9K+$1.1K2026-10-22
Wilmington Savings Fund Society, FSB
NEW194—+194——$2.7K—2026-10-23
Caldwell Trust Co
UNCHANGED18718700%$2.6K$2.6K+$52026-10-30
High Note Wealth, LLC
INCREASED1824+178+4450%$56$2.5K+$2.5K2026-10-27
Lodestone Wealth Management LLC
UNCHANGED17817800%$2.5K$2.5K+$62026-10-14
Center for Financial Planning, Inc.
NEW167—+167——$2.3K—2026-10-26
Eastern Bank
NEW166—+166——$2.3K—2026-10-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED16516500%$2.3K$2.3K+$52026-10-16
Clearstead Trust, LLC
NEW151—+151——$2.1K—2026-11-06
Cassaday & Co Wealth Management LLC
DECREASED1461,067-921-86%$14.7K$2.0K-$12.7K2026-10-27
Noble Wealth Management PBC
INCREASED11752+65+125%$718$1.6K+$9002026-10-01
NBT Bank, N.A.
NEW112—+112——$1.5K—2026-10-21
CoreCap Advisors, LLC
INCREASED10494+10+11%$1.3K$1.4K+$1412026-10-08
Mosley Wealth Management
UNCHANGED10110100%$1.4K$1.4K-$352026-10-16
Costello Asset Management, Inc
NEW100—+100——$1.4K—2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED10010000%$1.4K$1.4K+$32026-10-20
Trust Co
UNCHANGED989800%$1.4K$1.4K+$32026-10-09
Avion Wealth
NEW96—+96——$1—2026-11-04
Godsey & Gibb, Inc
NEW93—+93——$1.3K—2026-10-14
Decker Retirement Planning Inc.
UNCHANGED939300%$1.3K$1.3K+$32026-10-19
Nvest Wealth Strategies, Inc.
INCREASED8442+42+100%$580$1.2K+$5822026-10-14
Gilpin Wealth Management, LLC
NEW75—+75——$1.0K—2026-10-09
DiNuzzo Private Wealth, Inc.
NEW70—+70——$969—2026-10-16
StrongBox Wealth, LLC
NEW68—+68——$940—2026-11-02
Golden State Wealth Management, LLC
NEW63—+63——$871—2026-11-02
Bayban
UNCHANGED626200%$856$856$02026-11-05
Birch Financial Group, LLC
NEW59—+59——$815—2026-10-27
Marquette Asset Management, LLC
NEW59—+59——$816—2026-10-09
Hager Investment Management Services, LLC
NEW59—+59——$816—2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW51—+51——$705—2026-10-14
West Branch Capital LLC
UNCHANGED373700%$517$518+$12026-10-20
Bay Harbor Wealth Management, LLC
NEW32—+32——$443—2026-11-03
Community Financial Services Group, LLC
NEW25—+25——$332—2026-10-15
Kelleher Financial Advisors
DECREASED2448-24-50%$662$332-$3302026-10-30
Torren Management, LLC
NEW22—+22——$300—2026-10-29
Creative Capital Management Investments LLC
NEW7—+7——$97—2026-10-28
Downshift Financial, LLC
NEW2—+2——$28—2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$28$28$02026-10-23
Natixis
NEW1—+1——$14—2026-11-06
Miura Global Management, LLC
CLOSED0250,000-250,000-100%$3.5M$0-$3.5M2026-10-05
CogentBlue Wealth Advisors, LLC
CLOSED022,417-22,417-100%$309.4K$0-$309.4K2026-10-09
Mission Wealth Management, LP
CLOSED019,122-19,122-100%$263.9K$0-$263.9K2026-10-15
GC Wealth Management RIA, LLC
CLOSED012,637-12,637-100%$174.4K$0-$174.4K2026-11-02
Brucke Financial, Inc.
CLOSED011,505-11,505-100%$158.8K$0-$158.8K2026-10-23
Canopy Partners, LLC
CLOSED011,059-11,059-100%$152.6K$0-$152.6K2026-10-28
Sepio Capital, LP
CLOSED010,922-10,922-100%$150.7K$0-$150.7K2026-10-22
Tritonpoint Wealth, LLC
CLOSED010,585-10,585-100%$146.1K$0-$146.1K2026-10-19
AdvisorNet Financial, Inc
CLOSED09,259-9,259-100%$127.8K$0-$127.8K2026-10-15
Robinswood Financial LLC
CLOSED03,376-3,376-100%$46.6K$0-$46.6K2026-10-20
Cornerstone Planning Group LLC
CLOSED03,105-3,105-100%$42.7K$0-$42.7K2026-10-16
Wellington Grp LLC
CLOSED02,128-2,128-100%$24.0K$0-$24.0K2026-11-06
Stone House Investment Management, LLC
CLOSED0872-872-100%$12.0K$0-$12.0K2026-10-23
Whipplewood Advisors, LLC
CLOSED0444-444-100%$6.1K$0-$6.1K2026-10-20
Salem Investment Counselors Inc
CLOSED0366-366-100%$5.1K$0-$5.1K2026-10-13
Southern Michigan Bank & Trust
CLOSED0130-130-100%$1.8K$0-$1.8K2026-10-19
Morgan Stanley
N/A—88,347,118-88,347,118-100%$1.2B———
Goldman Sachs Group Inc
N/A—47,110,934-47,110,934-100%$650.1M———
FMR LLC
N/A—41,372,881-41,372,881-100%$570.9M———
BlackRock, Inc.
N/A—17,747,607-17,747,607-100%$244.9M———
Capital International Investors
N/A—14,098,764-14,098,764-100%$192.4M———
Chevy Chase Trust Holdings, LLC
N/A—14,003,466-14,003,466-100%$193.2M———
Northern Trust Corp
N/A—12,968,275-12,968,275-100%$179.0M———
Bank of America Corp
N/A—12,039,222-12,039,222-100%$166.1M———
BNP Paribas Financial Markets
N/A—11,138,445-11,138,445-100%$153.7M———
Lazard Asset Management LLC
N/A—8,200,758-8,200,758-100%$113.2M———
Clearbridge Investments, LLC
N/A—7,779,747-7,779,747-100%$107.4M———
CIBC Bancorp USA Inc.
N/A—7,439,764-7,439,764-100%$102.7M———
Clark Capital Management Group, Inc.
N/A—6,800,999-6,800,999-100%$93.9M———
Envestnet Asset Management Inc
N/A—6,104,333-6,104,333-100%$84.2M———
American Century Companies Inc
N/A—5,785,264-5,785,264-100%$79.8M———
UBS Group AG
N/A—5,360,914-5,360,914-100%$74.0M———
Toronto Dominion Bank
N/A—5,060,189-5,060,189-100%$69.8M———
Teachers Retirement System of the State of Kentucky
N/A—4,259,140-4,259,140-100%$58.8M———
JPMorgan Chase & Co
N/A—4,229,602-4,229,602-100%$57.7M———
Raymond James Financial Inc
N/A—4,055,047-4,055,047-100%$56.0M———
Wells Fargo & Company
N/A—4,032,815-4,032,815-100%$55.7M———
Royal Bank of Canada
N/A—3,671,603-3,671,603-100%$50.7M———
Natixis Advisors, LLC
N/A—3,509,617-3,509,617-100%$48.4M———
Quantinno Capital Management LP
N/A—3,118,812-3,118,812-100%$43.0M———
Charles Schwab Investment Management Inc
N/A—2,968,016-2,968,016-100%$41.0M———
AQR Capital Management LLC
N/A—2,816,360-2,816,360-100%$38.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,378,098-2,378,098-100%$32.8M———
Jones Financial Companies Lllp
N/A—2,264,672-2,264,672-100%$30.3M———
O'shaughnessy Asset Management, LLC
N/A—2,095,514-2,095,514-100%$28.9M———
Capital Wealth Planning, LLC
N/A—1,757,251-1,757,251-100%$24.3M———
Wilkinson Global Asset Management LLC
N/A—1,654,997-1,654,997-100%$22.8M———
QRG Capital Management, Inc.
N/A—1,474,326-1,474,326-100%$20.3M———
Mercer Global Advisors Inc
N/A—1,255,568-1,255,568-100%$17.3M———
Mariner, LLC
N/A—1,094,390-1,094,390-100%$15.1M———
Neuberger Berman Group LLC
N/A—1,017,064-1,017,064-100%$14.0M———
Stifel Financial Corp
N/A—997,435-997,435-100%$13.8M———
SEI Investments Co
N/A—997,315-997,315-100%$13.8M———
Cerity Partners LLC
N/A—975,491-975,491-100%$13.5M———
Pathstone Holdings, LLC
N/A—960,636-960,636-100%$13.3M———
MML Investors Services, LLC
N/A—927,575-927,575-100%$12.8M———
RWA Wealth Partners, LLC
N/A—844,907-844,907-100%$11.7M———
Cetera Investment Advisers
N/A—828,167-828,167-100%$11.4M———
Barometer Capital Management Inc.
N/A—760,950-760,950-100%$10.5M———
Orion Porfolio Solutions, LLC
N/A—682,907-682,907-100%$9.4M———
Vanguard Personalized Indexing Management, LLC
N/A—674,206-674,206-100%$9.3M———
Nuveen, LLC
N/A—646,059-646,059-100%$8.9M———
First Trust Advisors LP
N/A—639,410-639,410-100%$8.8M———
Steamboat Capital Partners, LLC
N/A—600,166-600,166-100%$8.3M———
Callan Family Office, LLC
N/A—594,575-594,575-100%$8.2M———
Old Mission Capital LLC
N/A—538,556-538,556-100%$7.4M———
Marietta Investment Partners LLC
N/A—534,324-534,324-100%$7.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—531,769-531,769-100%$7.3M———
HighTower Advisors, LLC
N/A—515,635-515,635-100%$7.1M———
Vident Advisory, LLC
N/A—454,608-454,608-100%$6.3M———
Alberta Investment Management Corp
N/A—454,500-454,500-100%$6.3M———
Verition Fund Management LLC
N/A—437,364-437,364-100%$6.0M———
Naviter Wealth, LLC
N/A—431,070-431,070-100%$5.9M———
Millennium Management LLC
N/A—421,893-421,893-100%$5.8M———
DV Equities, LLC
N/A—413,409-413,409-100%$5.7M———
Price T Rowe Associates Inc
N/A—413,068-413,068-100%$5.7M———
LMR Partners LLP
N/A—410,960-410,960-100%$5.7M———
HRT Financial LP
N/A—393,085-393,085-100%$5.4M———
Rhumbline Advisers
N/A—378,086-378,086-100%$5.2M———
Focus Partners Wealth
N/A—374,322-374,322-100%$5.2M———
Ameriprise Financial Inc
N/A—372,809-372,809-100%$5.1M———
Sanctuary Advisors, LLC
N/A—366,131-366,131-100%$5.1M———
Bank of Montreal
N/A—358,444-358,444-100%$4.9M———
NewEdge Wealth, LLC
N/A—332,524-332,524-100%$4.6M———
IEQ Capital, LLC
N/A—332,187-332,187-100%$4.6M———
Advisors Asset Management, Inc.
N/A—331,392-331,392-100%$4.6M———
Jane Street Group, LLC
N/A—326,278-326,278-100%$4.5M———
CacheTech Inc.
N/A—315,460-315,460-100%$4.4M———
&partners
N/A—315,231-315,231-100%$4.4M———
Hantz Financial Services, Inc.
N/A—277,769-277,769-100%$3.8M———
Guardian Capital LP
N/A—273,035-273,035-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—259,838-259,838-100%$3.6M———
GQG Partners LLC
N/A—259,273-259,273-100%$3.6M———
SIH Partners, Lllp
N/A—254,307-254,307-100%$3.5M———
Adams Wealth Management
N/A—248,524-248,524-100%$3.4M———
Nwam LLC
N/A—248,251-248,251-100%$3.4M———
UBS Asset Management Americas LLC
N/A—242,709-242,709-100%$3.3M———
Scotia Capital Inc.
N/A—240,262-240,262-100%$3.3M———
American Trust Investment Advisors, LLC
N/A—239,026-239,026-100%$3.3M———
Caprock Group, LLC
N/A—238,618-238,618-100%$3.3M———
1832 Asset Management L.P.
N/A—230,846-230,846-100%$3.2M———
Vestmark Advisory Solutions, Inc.
N/A—228,367-228,367-100%$3.2M———
Captrust Financial Advisors
N/A—219,077-219,077-100%$3.0M———
Bleakley Financial Group, LLC
N/A—213,651-213,651-100%$2.9M———
Osaic Holdings, Inc.
N/A—205,984-205,984-100%$2.8M———
Walleye Trading LLC
N/A—205,756-205,756-100%$2.8M———
Ballentine Partners, LLC
N/A—199,017-199,017-100%$2.7M———
United Capital Financial Advisors, LLC
N/A—197,589-197,589-100%$2.7M———
Capital Research Global Investors
N/A—193,991-193,991-100%$2.6M———
Dynasty Wealth Management, LLC
N/A—184,305-184,305-100%$2.5M———
M&T Bank Corp
N/A—183,638-183,638-100%$2.5M———
Principal Securities, Inc.
N/A—182,009-182,009-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—173,391-173,391-100%$2.4M———
Raelipskie Partnership
N/A—172,236-172,236-100%$2.4M———
WCG Wealth Advisors LLC
N/A—171,078-171,078-100%$2.4M———
Qtron Investments LLC
N/A—170,485-170,485-100%$2.4M———
Susquehanna International Group, LLP
N/A—163,257-163,257-100%$2.3M———
Smartleaf Asset Management LLC
N/A—160,444-160,444-100%$2.2M———
Stonebridge Financial Group, LLC
N/A—158,068-158,068-100%$2.2M———
CIBC World Market Inc.
N/A—156,559-156,559-100%$2.2M———
Strategic Global Advisors, LLC
N/A—150,839-150,839-100%$2.1M———
Sivia Capital Partners, LLC
N/A—150,238-150,238-100%$2.1M———
Summit Trail Advisors, LLC
N/A—150,119-150,119-100%$2.1M———
Glenmede Trust Co NA
N/A—140,654-140,654-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—139,423-139,423-100%$1.9M———
NewEdge Advisors, LLC
N/A—135,620-135,620-100%$1.9M———
Schonfeld Strategic Advisors LLC
N/A—135,181-135,181-100%$1.9M———
Global Retirement Partners, LLC
N/A—133,813-133,813-100%$1.8M———
Janney Montgomery Scott LLC
N/A—133,758-133,758-100%$1.8M———
Arax Advisory Partners
N/A—119,921-119,921-100%$1.7M———
Dorsey & Whitney Trust Co LLC
N/A—119,304-119,304-100%$1.6M———
Point72 Asset Management, L.P.
N/A—117,150-117,150-100%$1.6M———
Capital World Investors
N/A—109,817-109,817-100%$1.5M———
Atlas Capital Advisors Inc.
N/A—105,837-105,837-100%$1.5M———
Venturi Wealth Management, LLC
N/A—103,721-103,721-100%$1.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—102,857-102,857-100%$1.4M———
New York State Common Retirement Fund
N/A—100,140-100,140-100%$1.4M———
Engineers Gate Manager LP
N/A—97,710-97,710-100%$1.3M———
Coldstream Capital Management Inc
N/A—97,473-97,473-100%$1.3M———
Invesco Ltd.
N/A—96,521-96,521-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—93,369-93,369-100%$1.3M———
Blair William & Co
N/A—92,526-92,526-100%$1.3M———
Walleye Capital LLC
N/A—92,272-92,272-100%$1.3M———
Storgate, LLC
N/A—85,934-85,934-100%$1.2M———
Flow Traders U.S. LLC
N/A—83,970-83,970-100%$1.2M———
Huntington National Bank
N/A—83,862-83,862-100%$1.2M———
Syon Capital LLC
N/A—75,886-75,886-100%$1.0M———
Gabelli Funds LLC
N/A—75,000-75,000-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—69,251-69,251-100%$955.7K———
Franklin Resources Inc
N/A—68,661-68,661-100%$947.5K———
JMN Financial LLC
N/A—67,021-67,021-100%$924.9K———
West Family Investments, Inc.
N/A—66,897-66,897-100%$923.2K———
EP Wealth Advisors, LLC
N/A—62,986-62,986-100%$869.2K———
Integrated Quantitative Investments LLC
N/A—62,161-62,161-100%$857.8K———
Optiver Holding B.V.
N/A—61,990-61,990-100%$855.5K———
Banco de Sabadell, S.a
N/A—61,951-61,951-100%$856.0K———
Independent Advisor Alliance
N/A—61,463-61,463-100%$848.2K———
Horizon Kinetics Asset Management LLC
N/A—60,310-60,310-100%$832.3K———
Frec Markets, Inc.
N/A—59,936-59,936-100%$827.1K———
Focus Partners Advisor Solutions, LLC
N/A—57,294-57,294-100%$790.6K———
Advisory Services Network, LLC
N/A—57,124-57,124-100%$788.3K———
Aviso Financial Inc.
N/A—54,423-54,423-100%$751.0K———
Gateway Wealth Partners, LLC
N/A—52,442-52,442-100%$723.7K———
SummitTX Capital, L.P.
N/A—51,661-51,661-100%$712.9K———
Polar Asset Management Partners Inc.
N/A—51,370-51,370-100%$708.9K———
Intrust Bank NA
N/A—49,829-49,829-100%$687.6K———
Benjamin Edwards Inc
N/A—49,002-49,002-100%$676.2K———
Envestnet Portfolio Solutions, Inc.
N/A—48,751-48,751-100%$672.8K———
Basecamp Wealth Advisors LLC
N/A—47,938-47,938-100%$661.5K———
Steward Partners Investment Advisory, LLC
N/A—44,762-44,762-100%$617.7K———
Evolve Private Wealth, LLC
N/A—43,824-43,824-100%$604.8K———
MAI Capital Management
N/A—42,728-42,728-100%$589.6K———
Leavell Investment Management, Inc.
N/A—41,517-41,517-100%$572.9K———
Federation des caisses Desjardins du Quebec
N/A—40,580-40,580-100%$560.1K———
SIT Investment Associates Inc
N/A—40,400-40,400-100%$558.0K———
Credit Agricole S A
N/A—40,398-40,398-100%$557.5K———
State Street Corp
N/A—38,714-38,714-100%$534.3K———
Flputnam Investment Management Co
N/A—38,661-38,661-100%$533.5K———
Wealth Alliance, LLC
N/A—38,129-38,129-100%$526.2K———
New Republic Capital, LLC
N/A—36,888-36,888-100%$509.1K———
Equitable Holdings, Inc.
N/A—36,784-36,784-100%$507.6K———
Waterford Advisors, LLC
N/A—36,124-36,124-100%$498.5K———
Wealthedge Investment Advisors, LLC
N/A—35,387-35,387-100%$488.3K———
Jain Global LLC
N/A—35,098-35,098-100%$484.4K———
Ellevest, Inc.
N/A—34,633-34,633-100%$312.2K———
Arkadios Wealth Advisors
N/A—33,811-33,811-100%$466.6K———
IHT Wealth Management, LLC
N/A—33,736-33,736-100%$465.6K———
Bridgewater Advisors Inc.
N/A—33,625-33,625-100%$485.9K———
Composition Wealth, LLC
N/A—32,991-32,991-100%$455.3K———
Kovack Advisors, Inc.
N/A—32,919-32,919-100%$454.3K———
Seeds Investor LLC
N/A—32,775-32,775-100%$452.3K———
Governors Lane LP
N/A—32,260-32,260-100%$445.2K———
VSM Wealth Advisory, LLC
N/A—31,608-31,608-100%$436.2K———
Integrated Wealth Concepts LLC
N/A—31,581-31,581-100%$435.8K———
Arrowstreet Capital, Limited Partnership
N/A—30,661-30,661-100%$423.1K———
Pure Financial Advisors, LLC
N/A—30,512-30,512-100%$421.1K———
Keebeck Wealth Management
N/A—30,465-30,465-100%$420.4K———
Optas, LLC
N/A—30,016-30,016-100%$414.2K———
Jackson Thornton Wealth Management, LLC
N/A—29,755-29,755-100%$410.6K———
Modern Wealth Management, LLC
N/A—29,737-29,737-100%$410.4K———
Savvy Advisors, Inc.
N/A—29,179-29,179-100%$402.7K———
Snowden Capital Advisors LLC
N/A—27,981-27,981-100%$386.1K———
World Investment Advisors
N/A—27,738-27,738-100%$322.8K———
Hollencrest Capital Management
N/A—26,788-26,788-100%$369.7K———
Transamerica Financial Advisors, LLC
N/A—26,327-26,327-100%$363.3K———
Waverly Advisors, LLC
N/A—26,322-26,322-100%$363.2K———
Saturna Capital Corp
N/A—26,000-26,000-100%$362.3K———
Hilltop Holdings Inc.
N/A—25,979-25,979-100%$358.5K———
Legacy Capital Group California, Inc.
N/A—25,544-25,544-100%$352.5K———
Baird Financial Group, Inc.
N/A—25,449-25,449-100%$351.2K———
Westend Capital Management, LLC
N/A—24,738-24,738-100%$341.4K———
Rehmann Capital Advisory Group
N/A—24,640-24,640-100%$340.0K———
Insigneo Advisory Services, LLC
N/A—23,608-23,608-100%$325.8K———
Anchor Investment Management, LLC
N/A—23,591-23,591-100%$325.6K———
Stratos Wealth Partners, Ltd.
N/A—22,980-22,980-100%$317.1K———
Alliancebernstein L.P.
N/A—22,242-22,242-100%$250.9K———
GeoWealth Management, LLC
N/A—21,857-21,857-100%$301.6K———
Cresset Asset Management, LLC
N/A—21,762-21,762-100%$300.3K———
Drive Wealth Management, LLC
N/A—21,580-21,580-100%$297.8K———
Matters Capital LLC
N/A—21,041-21,041-100%$290.4K———
Aventura Private Wealth, LLC
N/A—20,665-20,665-100%$285.2K———
Stonebrook Private Inc.
N/A—20,625-20,625-100%$284.6K———
Range Advisory, LLC
N/A—20,588-20,588-100%$284.1K———
Beacon Pointe Advisors, LLC
N/A—20,339-20,339-100%$280.7K———
Roehl & Yi Investment Advisors, LLC
N/A—20,067-20,067-100%$276.9K———
Prosperity Consulting Group, LLC
N/A—19,568-19,568-100%$270.0K———
Icon Wealth Advisors, LLC
N/A—19,500-19,500-100%$269.1K———
Fiduciary Trust Co
N/A—18,432-18,432-100%$254.4K———
Keel Point, LLC
N/A—17,124-17,124-100%$236.3K———
Hancock Whitney Corp
N/A—17,112-17,112-100%$236.1K———
Flatrock Wealth Partners LLC
N/A—17,044-17,044-100%$235.2K———
Choate Investment Advisors
N/A—17,019-17,019-100%$234.9K———
Elm Partners Management LLC
N/A—16,781-16,781-100%$231.6K———
Vanguard Capital Management LLC
N/A—16,687-16,687-100%$230.3K———
Gotham Asset Management, LLC
N/A—16,539-16,539-100%$228.2K———
AE Wealth Management LLC
N/A—16,244-16,244-100%$224.2K———
Boxwood Ventures, Inc.
N/A—16,230-16,230-100%$224.0K———
Harbour Investments, Inc.
N/A—15,958-15,958-100%$220.2K———
Mayflower Financial Advisors, LLC
N/A—15,866-15,866-100%$219.0K———
Pallas Capital Advisors LLC
N/A—15,576-15,576-100%$215.0K———
New Vernon Capital Holdings II LLC
N/A—15,192-15,192-100%$209.7K———
Aspen Grove Capital, LLC
N/A—15,079-15,079-100%$208.1K———
Drucker Wealth 3.0, LLC
N/A—14,671-14,671-100%$202.5K———
Advisors Capital Management, LLC
N/A—14,623-14,623-100%$201.8K———
Private Advisor Group, LLC
N/A—14,176-14,176-100%$195.6K———
Calydon Capital
N/A—14,077-14,077-100%$194.3K———
Twin Peaks Wealth Advisors, LLC
N/A—14,034-14,034-100%$193.7K———
Peapack Gladstone Financial Corp
N/A—13,844-13,844-100%$191.0K———
OneAscent Financial Services LLC
N/A—13,699-13,699-100%$189.0K———
Atlas Legacy Advisors, LLC
N/A—13,492-13,492-100%$181.3K———
Brown Brothers Harriman & Co
N/A—13,327-13,327-100%$183.9K———
Stratos Investment Management, LLC
N/A—13,147-13,147-100%$181.4K———
X-Square Capital, LLC
N/A—13,127-13,127-100%$181.0K———
Bulltick Wealth Management, LLC
N/A—13,022-13,022-100%$179.7K———
OneAscent Investment Solutions LLC
N/A—12,979-12,979-100%$179.1K———
Curi Capital, LLC
N/A—12,414-12,414-100%$171.3K———
Reliant Investment Partners, LLC
N/A—12,027-12,027-100%$166.0K———
Rothschild Investment LLC
N/A—11,931-11,931-100%$164.6K———
Brown Advisory Inc
N/A—11,756-11,756-100%$162.2K———
Viaable, LLC
N/A—11,708-11,708-100%$161.7K———
Commerce Bank
N/A—11,587-11,587-100%$159.9K———
Cary Street Partners Investment Advisory LLC
N/A—11,575-11,575-100%$159.7K———
Great Valley Advisor Group, Inc.
N/A—11,566-11,566-100%$159.7K———
Vawter Financial, Ltd.
N/A—11,500-11,500-100%$158.7K———
Permanens Capital L.P.
N/A—11,448-11,448-100%$158.0K———
S Harris Financial Group, LLC
N/A—11,340-11,340-100%$156.5K———
Ameritas Advisory Services, LLC
N/A—11,235-11,235-100%$155.0K———
Aptus Capital Advisors, LLC
N/A—11,043-11,043-100%$152.4K———
Wealthspire Advisors, LLC
N/A—10,867-10,867-100%$150.0K———
Quotient Wealth Partners, LLC
N/A—10,862-10,862-100%$149.9K———
National Philanthropic Trust
N/A—10,806-10,806-100%$149.1K———
Argent Trust Co
N/A—10,719-10,719-100%$147.9K———
PCM Encore, LLC
N/A—10,656-10,656-100%$147.1K———
Bessemer Group Inc
N/A—10,576-10,576-100%$131.0K———
Fortis Capital Management LLC
N/A—10,423-10,423-100%$143.8K———
Centiva Capital, LP
N/A—10,345-10,345-100%$142.8K———
Stephens Inc
N/A—10,241-10,241-100%$141.3K———
Brand Asset Management Group, Inc.
N/A—10,149-10,149-100%$140.1K———
BFC Planning, Inc.
N/A—9,529-9,529-100%$131.5K———
Strategic Investment Advisors / MI
N/A—8,237-8,237-100%$113.7K———
Bruce G. Allen Investments, LLC
N/A—8,067-8,067-100%$111.3K———
Horizon Investments, LLC
N/A—7,646-7,646-100%$105.5K———
WealthCollab, LLC
N/A—6,722-6,722-100%$92.8K———
Smithfield Trust Co
N/A—5,000-5,000-100%$68———
Dogwood Wealth Management LLC
N/A—4,602-4,602-100%$63.5K———
Gould Capital, LLC
N/A—4,521-4,521-100%$62.4K———
Quantum Portfolio Management LLC
N/A—4,312-4,312-100%$59.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,077-4,077-100%$56.3K———
Atlantic Union Bankshares Corp
N/A—3,650-3,650-100%$50.4K———
Elequin Capital, LP
N/A—3,454-3,454-100%$47.7K———
Federated Hermes, Inc.
N/A—2,912-2,912-100%$40.2K———
GW&K Investment Management, LLC
N/A—2,889-2,889-100%$40.0K———
Fiduciary Financial Advisors
N/A—2,828-2,828-100%$39.0K———
Kilter Group LLC
N/A—2,768-2,768-100%$38.2K———
SHP Wealth Management
N/A—2,749-2,749-100%$37.9K———
Continuum Advisory, LLC
N/A—2,748-2,748-100%$37.9K———
IMA Advisory Services, Inc.
N/A—2,334-2,334-100%$32.2K———
Sachetta, LLC
N/A—2,014-2,014-100%$27.8K———
EFG International AG
N/A—1,721-1,721-100%$23.8K———
Medallion Wealth Advisors, LLC
N/A—1,700-1,700-100%$23.5K———
Turim 21 Investimentos Ltda.
N/A—1,699-1,699-100%$20.5K———
JDM Financial Group LLC
N/A—1,474-1,474-100%$20.3K———
BOK Financial Private Wealth, Inc.
N/A—1,465-1,465-100%$20.2K———
LRI Investments, LLC
N/A—1,461-1,461-100%$20.2K———
Basepoint Wealth LLC
N/A—1,397-1,397-100%$19.3K———
Cornerstone Financial Management LLC
N/A—1,397-1,397-100%$19.3K———
Manning & Napier Advisors LLC
N/A—1,146-1,146-100%$15.6K———
Cary Street Partners Financial LLC
N/A—1,108-1,108-100%$15.3K———
Geneos Wealth Management Inc.
N/A—1,078-1,078-100%$14.9K———
Strategic Wealth Partners, Ltd.
N/A—1,058-1,058-100%$14.6K———
Atlantic Private Wealth, LLC
N/A—1,000-1,000-100%$13.8K———
FWL Investment Management, LLC
N/A—971-971-100%$13.4K———
JPL Wealth Management, LLC
N/A—968-968-100%$13.4K———
SOA Wealth Advisors, Llc.
N/A—960-960-100%$13.2K———
Colonial Trust Advisors
N/A—934-934-100%$12.9K———
Proffitt & Goodson Inc
N/A—716-716-100%$9.9K———
Raffa Wealth Management, LLC
N/A—705-705-100%$9.7K———
HM Payson & Co
N/A—600-600-100%$8.3K———
Logan Capital Management Inc
N/A—532-532-100%$7.3K———
Quent Capital, LLC
N/A—523-523-100%$7.2K———
Motco
N/A—518-518-100%$7.1K———
Park Square Financial Group, LLC
N/A—486-486-100%$6.7K———
Beaird Harris Wealth Management, LLC
N/A—459-459-100%$6.3K———
Synergy Investment Management, LLC
N/A—457-457-100%$6.1K———
HighMark Wealth Management LLC
N/A—425-425-100%$5.9K———
Heritage Wealth Advisors
N/A—400-400-100%$5.5K———
Bravera Wealth
N/A—392-392-100%$5.4K———
Allied Private Wealth LLC
N/A—374-374-100%$5.1K———
Keating Financial Advisory Services, Inc.
N/A—341-341-100%$4.7K———
Dunhill Financial, LLC
N/A—299-299-100%$4.1K———
Private Wealth Asset Management, LLC
N/A—281-281-100%$3.9K———
Highland Investment Advisors LLC
N/A—268-268-100%$3.7K———
Crewe Advisors LLC
N/A—259-259-100%$3.6K———
MidFirst Bank
N/A—256-256-100%$3.5K———
Steigerwald, Gordon & Koch Inc.
N/A—243-243-100%$3.4K———
Ameriflex Group, Inc.
N/A—226-226-100%$3.1K———
Hamrick Investment Counsel, llc
N/A—200-200-100%$2.8K———
Marshall Investment Management, LLC
N/A—184-184-100%$2.5K———
Bogart Wealth, LLC
N/A—167-167-100%$2.3K———
ST Germain D J Co Inc
N/A—158-158-100%$2.2K———
PIN OAK Investment Advisors Inc
N/A—131-131-100%$2———
Game Plan Financial Advisors, LLC
N/A—127-127-100%$1.8K———
Chesapeake Asset Management LLC
N/A—127-127-100%$1.8K———
Godfrey Financial Associates, Inc.
N/A—120-120-100%$1.7K———
TD Capital Management LLC
N/A—107-107-100%$1.5K———
Bellevue Asset Management, LLC
N/A—105-105-100%$1.4K———
Webster Bank, N. A.
N/A—95-95-100%$1.3K———
Prestige Wealth Management Group LLC
N/A—83-83-100%$1.1K———
Tower Research Capital LLC (TRC)
N/A—51-51-100%$704———
Graney & King, LLC
N/A—10-10-100%$140———
Boreal Capital Management LLC
N/A—00—$27.6K———
Showing 771 of 771 institutions