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Flexshares Global Upstream N (GUNR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Valmark Advisers, Inc.
DECREASED
Shares3,681,449 from 3,752,993
Change-71,544 (-2%)
Value$194.2M (+$9.2M)
Filed 2026-11-06
First Interstate Bank
DECREASED
Shares1,231,513 from 1,272,602
Change-41,089 (-3%)
Value$64.9M (+$2.2M)
Filed 2026-10-23
Aaron Wealth Advisors LLC
INCREASED
Shares1,143,129 from 1,125,256
Change+17,873 (+2%)
Value$60.3M (+$4.8M)
Filed 2026-10-13
Moller Wealth Partners
DECREASED
Shares1,020,446 from 1,048,389
Change-27,943 (-3%)
Value$53.8M (+$2.2M)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares912,469 from 883,841
Change+28,628 (+3%)
Value$48.1M (+$4.6M)
Filed 2026-10-02
NBT Bank, N.A.
DECREASED
Shares903,403 from 941,050
Change-37,647 (-4%)
Value$47.6M (+$1.3M)
Filed 2026-10-21
Barry Investment Advisors, LLC
INCREASED
Shares676,522 from 626,000
Change+50,522 (+8%)
Value$35.7M (+$4.8M)
Filed 2026-10-14
Central Trust Co
INCREASED
Shares514,204 from 497,060
Change+17,144 (+3%)
Value$27.1M (+$2.6M)
Filed 2026-11-05
Colony Family Offices, LLC
DECREASED
Shares390,978 from 400,097
Change-9,119 (-2%)
Value$20.6M (+$903.4K)
Filed 2026-10-22
Pathway Financial Advisors LLC
DECREASED
Shares359,635 from 387,547
Change-27,912 (-7%)
Value$19.0M (-$336.6K)
Filed 2026-10-07
LPL Financial LLC
INCREASED
Shares324,164 from 307,033
Change+17,131 (+6%)
Value$17.1M (+$2.0M)
Filed 2026-11-06
United Bank
INCREASED
Shares225,960 from 210,191
Change+15,769 (+8%)
Value$11.9M (+$1.6M)
Filed 2026-11-06
Ledyard National Bank
DECREASED
Shares190,298 from 192,311
Change-2,013 (-1%)
Value$10.0M (+$559.2K)
Filed 2026-10-21
Sentinel Trust Co LBA
INCREASED
Shares189,739 from 97,695
Change+92,044 (+94%)
Value$10.0M (+$10.0M)
Filed 2026-11-03
First Business Financial Services, Inc.
NEW
Shares188,023
Change+188,023
Value$10.6M
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares182,164 from 177,387
Change+4,777 (+3%)
Value$9.6M (+$865.7K)
Filed 2026-10-08
Steph & Co
DECREASED
Shares181,058 from 187,506
Change-6,448 (-3%)
Value$9.5M (+$308.7K)
Filed 2026-10-07
IAG Wealth Partners, LLC
INCREASED
Shares177,475 from 167,566
Change+9,909 (+6%)
Value$9.4M (+$1.1M)
Filed 2026-11-06
Cornerstone National Bank & Trust Co
INCREASED
Shares162,299 from 153,255
Change+9,044 (+6%)
Value$8.5M (+$1.0M)
Filed 2026-10-20
M Holdings Securities, Inc.
DECREASED
Shares152,059 from 179,898
Change-27,839 (-15%)
Value$8.1M (-$785.0K)
Filed 2026-11-03
Arkansas Financial Group, Inc.
DECREASED
Shares150,769 from 151,996
Change-1,227 (-1%)
Value$8.0M (+$461.2K)
Filed 2026-10-26
Boltwood Capital Management
INCREASED
Shares144,940 from 140,613
Change+4,327 (+3%)
Value$7.6M (+$714.7K)
Filed 2026-10-02
Vestor Capital, LLC
INCREASED
Shares132,204 from 8,623
Change+123,581 (+1433%)
Value$43.7K (+$43.3K)
Filed 2026-11-04
Vaquero Private Wealth, LTD
DECREASED
Shares128,108 from 131,917
Change-3,809 (-3%)
Value$6.8M (+$255.6K)
Filed 2026-10-27
Austin Wealth Management, LLC
DECREASED
Shares116,340 from 116,916
Change-576 (0%)
Value$6.2M (+$282.5K)
Filed 2026-11-06
Fermata Advisors, LLC
INCREASED
Shares114,092 from 110,010
Change+4,082 (+4%)
Value$6.0M (+$595.9K)
Filed 2026-10-13
UMB Bank, n.a.
UNCHANGED
Shares113,094 from 113,094
Change0 (0%)
Value$6.0M (+$391.3K)
Filed 2026-11-06
Ejmk Ventures LLC
INCREASED
Shares100,022 from 94,420
Change+5,602 (+6%)
Value$5.3M (+$622.1K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED
Shares81,125 from 75,223
Change+5,902 (+8%)
Value$4.3M (+$562.1K)
Filed 2026-11-02
Missouri Trust & Investment Co
DECREASED
Shares77,899 from 78,719
Change-820 (-1%)
Value$4.1M (-$11.8K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares74,365 from 79,453
Change-5,088 (-6%)
Value$3.9M (+$6.6K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares65,781 from 65,808
Change-27 (0%)
Value$3.5M (+$226.3K)
Filed 2026-11-02
Sageworth Trust Co
UNCHANGED
Shares61,217 from 61,217
Change0 (0%)
Value$3.2M (+$211.8K)
Filed 2026-10-30
Redwood Park Advisors LLC
INCREASED
Shares56,407 from 54,589
Change+1,818 (+3%)
Value$3.0M (+$284.8K)
Filed 2026-11-02
Park National Corp
DECREASED
Shares56,301 from 63,240
Change-6,939 (-11%)
Value$3.0M (-$147.2K)
Filed 2026-10-05
Fiduciary Alliance LLC
INCREASED
Shares55,559 from 40,837
Change+14,722 (+36%)
Value$2.9M (+$917.7K)
Filed 2026-10-13
Entrewealth, LLC
INCREASED
Shares50,255 from 47,337
Change+2,918 (+6%)
Value$2.7M (+$158.6K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares48,733 from 48,479
Change+254 (+1%)
Value$2.6M (+$181.0K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares48,664 from 48,860
Change-196 (0%)
Value$2.6M (+$158.7K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED
Shares48,206 from 52,035
Change-3,829 (-7%)
Value$2.5M (-$21.9K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares47,659 from 45,404
Change+2,255 (+5%)
Value$2.5M (+$276.0K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
DECREASED
Shares46,340 from 46,700
Change-360 (-1%)
Value$2.4M (+$142.6K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares45,933 from 47,264
Change-1,331 (-3%)
Value$2.4M (+$93.4K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares45,424
Change+45,424
Value$2.4M
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares43,910 from 42,466
Change+1,444 (+3%)
Value$2.4M (+$284.5K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares42,555 from 43,395
Change-840 (-2%)
Value$2.2M (+$105.9K)
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares42,137 from 34,906
Change+7,231 (+21%)
Value$2.2M (+$502.1K)
Filed 2026-10-26
Etesian Wealth Advisors, Inc.
DECREASED
Shares39,493 from 39,626
Change-133 (0%)
Value$2.1M (+$130.1K)
Filed 2026-10-27
Rainier Family Wealth Inc
INCREASED
Shares36,707 from 33,959
Change+2,748 (+8%)
Value$1.9M (+$262.4K)
Filed 2026-11-02
Kendall Capital Management
INCREASED
Shares28,333 from 26,603
Change+1,730 (+7%)
Value$1.5M (+$183.3K)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares24,600 from 10,300
Change+14,300 (+139%)
Value$1.3M (+$789.8K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares24,399 from 15,086
Change+9,313 (+62%)
Value$1.3M (+$543.4K)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares23,341 from 23,456
Change-115 (0%)
Value$1.2M (+$75.1K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,224 from 19,872
Change+3,352 (+17%)
Value$1.2M (+$248.8K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares22,489 from 23,446
Change-957 (-4%)
Value$1.2M (+$30.7K)
Filed 2026-10-22
Gerald Baker Financial Group LLC
INCREASED
Shares21,873 from 18,264
Change+3,609 (+20%)
Value$1.2M (+$253.5K)
Filed 2026-10-09
Choreo, LLC
INCREASED
Shares21,300 from 20,365
Change+935 (+5%)
Value$1.1M (+$119.8K)
Filed 2026-10-28
Factor Wealth Management LTD
INCREASED
Shares20,683 from 20,639
Change+44 (+0%)
Value$1.1M (+$73.7K)
Filed 2026-10-08
D.A. Davidson & Co.
NEW
Shares19,299
Change+19,299
Value$1.0M
Filed 2026-10-28
SVB Wealth LLC
INCREASED
Shares19,244 from 18,245
Change+999 (+5%)
Value$1.0M (+$115.8K)
Filed 2026-11-06
Beacon Advisors Holdings, LLC
UNCHANGED
Shares17,870 from 17,870
Change0 (0%)
Value$942.5K (+$61.8K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares17,732 from 19,787
Change-2,055 (-10%)
Value$935.2K (-$39.9K)
Filed 2026-11-02
Busey Bank
UNCHANGED
Shares17,510 from 17,510
Change0 (0%)
Value$923.5K (+$60.6K)
Filed 2026-10-26
Beam Wealth Advisors, Inc.
DECREASED
Shares17,240 from 17,788
Change-548 (-3%)
Value$909.2K (+$32.6K)
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares16,413 from 16,413
Change0 (0%)
Value$865.6K (+$56.8K)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares15,869 from 15,869
Change0 (0%)
Value$836.9K (+$54.9K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares15,679 from 15,904
Change-225 (-1%)
Value$826.9K (+$43.2K)
Filed 2026-10-16
Greenspring Advisors, LLC
INCREASED
Shares14,864 from 14,861
Change+3 (+0%)
Value$783.9K (+$51.6K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares14,548 from 15,068
Change-520 (-3%)
Value$767.3K (+$24.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares14,337 from 24,344
Change-10,007 (-41%)
Value$756.1K (-$443.5K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares13,930 from 12,884
Change+1,046 (+8%)
Value$734.7K (+$99.7K)
Filed 2026-11-05
First Financial Corp
UNCHANGED
Shares13,565 from 13,565
Change0 (0%)
Value$715.4K (+$46.9K)
Filed 2026-10-13
Valued Retirements, Inc.
UNCHANGED
Shares13,543 from 13,543
Change0 (0%)
Value$714.3K (+$46.9K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares13,244 from 7,822
Change+5,422 (+69%)
Value$698.5K (+$313.0K)
Filed 2026-11-05
Lunt Capital Management, Inc.
INCREASED
Shares12,991 from 4,090
Change+8,901 (+218%)
Value$685.1K (+$483.6K)
Filed 2026-10-30
Fund Evaluation Group, LLC
UNCHANGED
Shares12,948 from 12,948
Change0 (0%)
Value$682.9K (+$44.8K)
Filed 2026-11-05
Forza Wealth Management, LLC
UNCHANGED
Shares11,238 from 11,238
Change0 (0%)
Value$592.7K (+$38.9K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
NEW
Shares10,911
Change+10,911
Value$575.5K
Filed 2026-10-08
Warren Street Wealth Advisors, LLC
DECREASED
Shares10,778 from 10,855
Change-77 (-1%)
Value$568.4K (+$33.5K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares10,487 from 10,383
Change+104 (+1%)
Value$566.1K (+$21.4K)
Filed 2026-10-27
King Luther Capital Management Corp
DECREASED
Shares9,800 from 13,800
Change-4,000 (-29%)
Value$516.9K (-$163.2K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED
Shares9,688 from 9,688
Change0 (0%)
Value$510.9K (+$33.5K)
Filed 2026-10-13
Great Lakes Advisors, LLC
NEW
Shares9,586
Change+9,586
Value$505.6K
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares9,267 from 7,692
Change+1,575 (+20%)
Value$488.7K (+$109.7K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
INCREASED
Shares9,031 from 8,953
Change+78 (+1%)
Value$476.3K (+$35.1K)
Filed 2026-10-16
Wedbush Securities Inc
NEW
Shares8,972
Change+8,972
Value$473.0K
Filed 2026-10-22
Well Done, LLC
INCREASED
Shares8,823 from 8,373
Change+450 (+5%)
Value$465.3K (+$52.7K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
UNCHANGED
Shares8,467 from 8,467
Change0 (0%)
Value$446.6K (+$29.3K)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares8,384 from 9,169
Change-785 (-9%)
Value$442.2K (-$9.7K)
Filed 2026-10-14
Citizens Financial Group Inc
INCREASED
Shares8,227 from 6,821
Change+1,406 (+21%)
Value$433.9K (+$97.8K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares8,164 from 7,916
Change+248 (+3%)
Value$430.6K (+$40.5K)
Filed 2026-10-13
Gryphon Financial Partners LLC
UNCHANGED
Shares8,125 from 8,125
Change0 (0%)
Value$428.5K (+$28.1K)
Filed 2026-11-04
Seven Mile Advisory
DECREASED
Shares8,098 from 9,438
Change-1,340 (-14%)
Value$427.1K (-$38.0K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares8,051 from 4,920
Change+3,131 (+64%)
Value$424.6K (+$182.2K)
Filed 2026-11-05
Washington Trust Co
UNCHANGED
Shares7,885 from 7,885
Change0 (0%)
Value$415.9K (+$27.3K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares7,878 from 8,010
Change-132 (-2%)
Value$420.6K (+$25.9K)
Filed 2026-10-30
Provident Wealth Management, LLC
DECREASED
Shares7,627 from 10,491
Change-2,864 (-27%)
Value$402.2K (-$114.8K)
Filed 2026-10-20
Sageworth Trust Co of South Dakota
UNCHANGED
Shares7,576 from 7,576
Change0 (0%)
Value$399.6K (+$26.2K)
Filed 2026-10-30
Verus Financial Partners, Inc.
INCREASED
Shares6,665 from 6,620
Change+45 (+1%)
Value$351.5K (+$25.3K)
Filed 2026-10-29
Lewis Asset Management, LLC
INCREASED
Shares6,639 from 6,180
Change+459 (+7%)
Value$350.1K (+$45.6K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares6,446 from 6,642
Change-196 (-3%)
Value$340.0K (+$12.6K)
Filed 2026-10-15
Pinnacle Associates LTD
UNCHANGED
Shares6,334 from 6,334
Change0 (0%)
Value$334.1K (+$21.9K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares6,304 from 7,111
Change-807 (-11%)
Value$300.0K (-$50.4K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares6,293 from 6,293
Change0 (0%)
Value$310.1K ($0)
Filed 2026-11-06
Victory Financial Group, LLC
NEW
Shares6,172
Change+6,172
Value$325.5K
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
NEW
Shares5,930
Change+5,930
Value$312.7K
Filed 2026-10-15
Vise Technologies, Inc.
NEW
Shares5,866
Change+5,866
Value$309.4K
Filed 2026-10-29
Nolet Wealth Management, LLC
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$298.0K (+$19.5K)
Filed 2026-10-15
AWM Capital, LLC
INCREASED
Shares5,622 from 5,585
Change+37 (+1%)
Value$296.5K (+$21.3K)
Filed 2026-10-16
Daiwa Securities Group Inc.
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$295.3K (+$19.4K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,525
Change+5,525
Value$291.4K
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$290.0K (+$19.0K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares5,427 from 6,030
Change-603 (-10%)
Value$286.2K (-$10.9K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares5,334 from 142
Change+5,192 (+3656%)
Value$281.3K (+$274.3K)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares5,330
Change+5,330
Value$281.1K
Filed 2026-10-27
Clifford Swan Investment Counsel LLC
NEW
Shares5,309
Change+5,309
Value$280.0K
Filed 2026-11-05
Ignite Planners, LLC
NEW
Shares5,179
Change+5,179
Value$273.2K
Filed 2026-10-14
Compound Planning, Inc.
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$272.9K (+$17.9K)
Filed 2026-11-05
Essex Bank
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$266.3K (+$17.5K)
Filed 2026-10-16
Verus Wealth Management, LLC
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$264.5K (+$17.4K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares4,953 from 4,845
Change+108 (+2%)
Value$261.2K (+$22.5K)
Filed 2026-10-08
Carter Financial Group, Inc.
DECREASED
Shares4,899 from 5,100
Change-201 (-4%)
Value$258.4K (+$7.1K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares4,791 from 4,759
Change+32 (+1%)
Value$252.7K (+$18.2K)
Filed 2026-10-21
Plancorp, LLC
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$249.9K (+$14.3K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares4,569 from 1,789
Change+2,780 (+155%)
Value$241.0K (+$152.8K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
NEW
Shares4,561
Change+4,561
Value$240.5K
Filed 2026-11-03
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares4,486 from 4,486
Change0 (0%)
Value$236.6K (+$15.5K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares4,374 from 4,283
Change+91 (+2%)
Value$230.7K (+$19.6K)
Filed 2026-10-21
Wesbanco Bank Inc
UNCHANGED
Shares4,362 from 4,362
Change0 (0%)
Value$230.1K (+$15.1K)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares4,321 from 4,321
Change0 (0%)
Value$227.9K (+$15.0K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares4,206 from 4,659
Change-453 (-10%)
Value$221.8K (-$7.8K)
Filed 2026-10-23
Bedel Financial Consulting, Inc.
UNCHANGED
Shares4,133 from 4,133
Change0 (0%)
Value$218.0K (+$14.3K)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares4,063 from 4,063
Change0 (0%)
Value$214.3K (+$14.1K)
Filed 2026-10-16
Lido Advisors, LLC
NEW
Shares4,047
Change+4,047
Value$213.5K
Filed 2026-11-04
Vavra Capital Management, LLC
NEW
Shares3,998
Change+3,998
Value$210.9K
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares3,994 from 3,830
Change+164 (+4%)
Value$210.6K (+$21.9K)
Filed 2026-10-08
Schmidt P J Investment Management Inc
NEW
Shares3,820
Change+3,820
Value$201.5K
Filed 2026-11-02
Hurley Capital, LLC
NEW
Shares3,427
Change+3,427
Value$180.7K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares2,979
Change+2,979
Value$157.1K
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$153.2K (+$10.1K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,566 from 2,549
Change+17 (+1%)
Value$135.3K (+$9.7K)
Filed 2026-11-03
Tower Trust & Investment Co
UNCHANGED
Shares2,178 from 2,178
Change0 (0%)
Value$114.9K (+$7.6K)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$107.2K (+$7.0K)
Filed 2026-11-02
Highline Wealth Partners LLC
DECREASED
Shares1,956 from 2,079
Change-123 (-6%)
Value$103.2K (+$706)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares1,712 from 924
Change+788 (+85%)
Value$90.3K (+$44.7K)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$81.7K (+$5.4K)
Filed 2026-11-06
Trust Co of Vermont
DECREASED
Shares1,289 from 1,323
Change-34 (-3%)
Value$68.0K (+$2.8K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$62.3K (+$4.1K)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$61.2K (+$4.0K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares990
Change+990
Value$52.2K
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$51.8K (+$3.4K)
Filed 2026-10-26
Grove Bank & Trust
DECREASED
Shares951 from 1,440
Change-489 (-34%)
Value$50.2K (-$20.8K)
Filed 2026-10-08
Security National Bank
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$49.8K (+$3.3K)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$40.6K (+$2.7K)
Filed 2026-11-02
Independence Bank of Kentucky
DECREASED
Shares715 from 915
Change-200 (-22%)
Value$37.7K (-$7.4K)
Filed 2026-10-26
American National Bank & Trust
DECREASED
Shares573 from 648
Change-75 (-12%)
Value$30.2K (-$1.7K)
Filed 2026-10-07
Carota Wealth Management
NEW
Shares520
Change+520
Value$27.4K
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$26.0K (+$1.7K)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares490 from 924
Change-434 (-47%)
Value$25.8K (-$19.7K)
Filed 2026-11-04
North Point Portfolio Managers Corp
NEW
Shares450
Change+450
Value$23.7K
Filed 2026-10-07
Private Trust Co NA
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$22.0K (+$1.4K)
Filed 2026-10-20
Clearstead Trust, LLC
NEW
Shares269
Change+269
Value$14.2K
Filed 2026-11-06
Kelleher Financial Advisors
DECREASED
Shares214 from 428
Change-214 (-50%)
Value$11.3K (-$9.8K)
Filed 2026-10-30
Simplex Trading, LLC
INCREASED
Shares204 from 148
Change+56 (+38%)
Value$10.8K (+$3.5K)
Filed 2026-11-04
Bochk Asset Management Ltd
DECREASED
Shares200 from 1,100
Change-900 (-82%)
Value$10.5K (-$43.7K)
Filed 2026-10-29
Horizon Financial Services, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$10.4K (+$682)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares189 from 187
Change+2 (+1%)
Value$10.0K (+$715)
Filed 2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$9.9K (+$651)
Filed 2026-10-09
Fortis Group Advisors, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$9.7K (+$636)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
INCREASED
Shares176 from 175
Change+1 (+1%)
Value$9.3K (+$668)
Filed 2026-11-02
Yankcom Partnership
NEW
Shares154
Change+154
Value$8.1K
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$7.1K (+$468)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
NEW
Shares117
Change+117
Value$6.2K
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$5.5K (+$363)
Filed 2026-10-23
Cape Investment Advisory, Inc.
NEW
Shares97
Change+97
Value$5.1K
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares94 from 2
Change+92 (+4600%)
Value$5.0K (+$4.9K)
Filed 2026-11-06
Evermay Wealth Management LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$4.7K (+$308)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares47
Change+47
Value$2.5K
Filed 2026-11-03
Evolution Wealth Management Inc.
NEW
Shares41
Change+41
Value$2.2K
Filed 2026-10-28
TD Waterhouse Canada Inc.
NEW
Shares35
Change+35
Value$1.8K
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.6K (+$104)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares29
Change+29
Value$1.5K
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
NEW
Shares29
Change+29
Value$1.5K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.3K (+$95)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (+$76)
Filed 2026-10-21
Mondrian Investment Partners LTD
NEW
Shares2
Change+2
Value$118
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$36 (+$3)
Filed 2026-10-23
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 40,828
Change-40,828 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-08
VestGen Advisors, LLC
CLOSED
Shares0 from 13,086
Change-13,086 (-100%)
Value$0 (-$644.9K)
Filed 2026-10-27
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 12,114
Change-12,114 (-100%)
Value$0 (-$597.0K)
Filed 2026-10-30
Greenleaf Trust
CLOSED
Shares0 from 6,834
Change-6,834 (-100%)
Value$0 (-$336.8K)
Filed 2026-10-29
Avior Wealth Management, LLC
CLOSED
Shares0 from 6,201
Change-6,201 (-100%)
Value$0 (-$305.6K)
Filed 2026-10-13
Truist Financial Corp
CLOSED
Shares0 from 6,169
Change-6,169 (-100%)
Value$0 (-$304.0K)
Filed 2026-10-30
Altus Wealth Group LLC
CLOSED
Shares0 from 5,155
Change-5,155 (-100%)
Value$0 (-$254.0K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,631
Change-2,631 (-100%)
Value$0 (-$129.7K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,227
Change-2,227 (-100%)
Value$0 (-$109.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$11.7K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-02
Northern Trust Corp
N/A
Shares— from 76,418,004
Change-76,418,004 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,103,843
Change-5,103,843 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 3,408,196
Change-3,408,196 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,950,953
Change-1,950,953 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,155,512
Change-1,155,512 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 889,596
Change-889,596 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 715,798
Change-715,798 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 507,801
Change-507,801 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 503,100
Change-503,100 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 497,600
Change-497,600 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 433,867
Change-433,867 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 348,035
Change-348,035 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 330,316
Change-330,316 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 317,220
Change-317,220 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 236,853
Change-236,853 (-100%)
Value—
UBS Group AG
N/A
Shares— from 224,310
Change-224,310 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 210,557
Change-210,557 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 199,934
Change-199,934 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 194,758
Change-194,758 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 190,180
Change-190,180 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 186,374
Change-186,374 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 176,017
Change-176,017 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 171,078
Change-171,078 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 168,164
Change-168,164 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 150,900
Change-150,900 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 148,285
Change-148,285 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 147,066
Change-147,066 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 140,849
Change-140,849 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 137,370
Change-137,370 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 130,526
Change-130,526 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 127,510
Change-127,510 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 125,282
Change-125,282 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 115,657
Change-115,657 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 115,000
Change-115,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 107,803
Change-107,803 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 87,458
Change-87,458 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 83,867
Change-83,867 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 80,584
Change-80,584 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 72,027
Change-72,027 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 71,979
Change-71,979 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 68,925
Change-68,925 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 66,269
Change-66,269 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 65,579
Change-65,579 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 65,355
Change-65,355 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 56,727
Change-56,727 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 53,169
Change-53,169 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 51,320
Change-51,320 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,092
Change-50,092 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,895
Change-48,895 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 47,369
Change-47,369 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,719
Change-46,719 (-100%)
Value—
Blair William & Co
N/A
Shares— from 39,873
Change-39,873 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 35,629
Change-35,629 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 34,717
Change-34,717 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,943
Change-33,943 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 32,718
Change-32,718 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 32,368
Change-32,368 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 32,259
Change-32,259 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 30,650
Change-30,650 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 29,023
Change-29,023 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 28,908
Change-28,908 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 28,874
Change-28,874 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,349
Change-28,349 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 28,229
Change-28,229 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 27,622
Change-27,622 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,849
Change-24,849 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,832
Change-20,832 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,818
Change-19,818 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 19,772
Change-19,772 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 19,647
Change-19,647 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,745
Change-18,745 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,584
Change-18,584 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,298
Change-17,298 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,702
Change-15,702 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,494
Change-15,494 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,636
Change-14,636 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 13,953
Change-13,953 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 13,354
Change-13,354 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,901
Change-12,901 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,596
Change-7,596 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 7,229
Change-7,229 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 881
Change-881 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 213
Change-213 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 133
Change-133 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 79
Change-79 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 62
Change-62 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 31
Change-31 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Valmark Advisers, Inc.
DECREASED3,681,4493,752,993-71,544-2%$184.9M$194.2M+$9.2M2026-11-06
First Interstate Bank
DECREASED1,231,5131,272,602-41,089-3%$62.7M$64.9M+$2.2M2026-10-23
Aaron Wealth Advisors LLC
INCREASED1,143,1291,125,256+17,873+2%$55.5M$60.3M+$4.8M2026-10-13
Moller Wealth Partners
DECREASED1,020,4461,048,389-27,943-3%$51.7M$53.8M+$2.2M2026-10-15
Versant Capital Management, Inc
INCREASED912,469883,841+28,628+3%$43.6M$48.1M+$4.6M2026-10-02
NBT Bank, N.A.
DECREASED903,403941,050-37,647-4%$46.4M$47.6M+$1.3M2026-10-21
Barry Investment Advisors, LLC
INCREASED676,522626,000+50,522+8%$30.8M$35.7M+$4.8M2026-10-14
Central Trust Co
INCREASED514,204497,060+17,144+3%$24.5M$27.1M+$2.6M2026-11-05
Colony Family Offices, LLC
DECREASED390,978400,097-9,119-2%$19.7M$20.6M+$903.4K2026-10-22
Pathway Financial Advisors LLC
DECREASED359,635387,547-27,912-7%$19.3M$19.0M-$336.6K2026-10-07
LPL Financial LLC
INCREASED324,164307,033+17,131+6%$15.1M$17.1M+$2.0M2026-11-06
United Bank
INCREASED225,960210,191+15,769+8%$10.4M$11.9M+$1.6M2026-11-06
Ledyard National Bank
DECREASED190,298192,311-2,013-1%$9.5M$10.0M+$559.2K2026-10-21
Sentinel Trust Co LBA
INCREASED189,73997,695+92,044+94%$4.8K$10.0M+$10.0M2026-11-03
First Business Financial Services, Inc.
NEW188,023—+188,023——$10.6M—2026-10-29
CoreCap Advisors, LLC
INCREASED182,164177,387+4,777+3%$8.7M$9.6M+$865.7K2026-10-08
Steph & Co
DECREASED181,058187,506-6,448-3%$9.2M$9.5M+$308.7K2026-10-07
IAG Wealth Partners, LLC
INCREASED177,475167,566+9,909+6%$8.3M$9.4M+$1.1M2026-11-06
Cornerstone National Bank & Trust Co
INCREASED162,299153,255+9,044+6%$7.5M$8.5M+$1.0M2026-10-20
M Holdings Securities, Inc.
DECREASED152,059179,898-27,839-15%$8.9M$8.1M-$785.0K2026-11-03
Arkansas Financial Group, Inc.
DECREASED150,769151,996-1,227-1%$7.5M$8.0M+$461.2K2026-10-26
Boltwood Capital Management
INCREASED144,940140,613+4,327+3%$6.9M$7.6M+$714.7K2026-10-02
Vestor Capital, LLC
INCREASED132,2048,623+123,581+1433%$486$43.7K+$43.3K2026-11-04
Vaquero Private Wealth, LTD
DECREASED128,108131,917-3,809-3%$6.5M$6.8M+$255.6K2026-10-27
Austin Wealth Management, LLC
DECREASED116,340116,916-5760%$6.0M$6.2M+$282.5K2026-11-06
Fermata Advisors, LLC
INCREASED114,092110,010+4,082+4%$5.4M$6.0M+$595.9K2026-10-13
UMB Bank, n.a.
UNCHANGED113,094113,09400%$5.6M$6.0M+$391.3K2026-11-06
Ejmk Ventures LLC
INCREASED100,02294,420+5,602+6%$4.7M$5.3M+$622.1K2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED81,12575,223+5,902+8%$3.7M$4.3M+$562.1K2026-11-02
Missouri Trust & Investment Co
DECREASED77,89978,719-820-1%$4.1M$4.1M-$11.8K2026-11-04
Cullen T Bankers, Inc.
DECREASED74,36579,453-5,088-6%$3.9M$3.9M+$6.6K2026-10-28
Commonwealth Equity Services, LLC
DECREASED65,78165,808-270%$3.2M$3.5M+$226.3K2026-11-02
Sageworth Trust Co
UNCHANGED61,21761,21700%$3.0M$3.2M+$211.8K2026-10-30
Redwood Park Advisors LLC
INCREASED56,40754,589+1,818+3%$2.7M$3.0M+$284.8K2026-11-02
Park National Corp
DECREASED56,30163,240-6,939-11%$3.1M$3.0M-$147.2K2026-10-05
Fiduciary Alliance LLC
INCREASED55,55940,837+14,722+36%$2.0M$2.9M+$917.7K2026-10-13
Entrewealth, LLC
INCREASED50,25547,337+2,918+6%$2.5M$2.7M+$158.6K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED48,73348,479+254+1%$2.4M$2.6M+$181.0K2026-11-02
Moneco Advisors, LLC
DECREASED48,66448,860-1960%$2.4M$2.6M+$158.7K2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED48,20652,035-3,829-7%$2.6M$2.5M-$21.9K2026-10-30
Creative Planning
INCREASED47,65945,404+2,255+5%$2.2M$2.5M+$276.0K2026-11-02
Purkiss Capital Advisors LLC
DECREASED46,34046,700-360-1%$2.3M$2.4M+$142.6K2026-11-06
Wealthcare Advisory Partners LLC
DECREASED45,93347,264-1,331-3%$2.3M$2.4M+$93.4K2026-10-21
Concurrent Investment Advisors, LLC
NEW45,424—+45,424——$2.4M—2026-10-16
Mosley Wealth Management
INCREASED43,91042,466+1,444+3%$2.1M$2.4M+$284.5K2026-10-16
Spire Wealth Management
DECREASED42,55543,395-840-2%$2.1M$2.2M+$105.9K2026-10-30
Simon Quick Advisors, LLC
INCREASED42,13734,906+7,231+21%$1.7M$2.2M+$502.1K2026-10-26
Etesian Wealth Advisors, Inc.
DECREASED39,49339,626-1330%$2.0M$2.1M+$130.1K2026-10-27
Rainier Family Wealth Inc
INCREASED36,70733,959+2,748+8%$1.7M$1.9M+$262.4K2026-11-02
Kendall Capital Management
INCREASED28,33326,603+1,730+7%$1.3M$1.5M+$183.3K2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED24,60010,300+14,300+139%$507.6K$1.3M+$789.8K2026-11-03
Citigroup Inc
INCREASED24,39915,086+9,313+62%$743.4K$1.3M+$543.4K2026-11-04
Keybank National Association
DECREASED23,34123,456-1150%$1.2M$1.2M+$75.1K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED23,22419,872+3,352+17%$996.0K$1.2M+$248.8K2026-10-13
Studio Investment Management LLC
DECREASED22,48923,446-957-4%$1.2M$1.2M+$30.7K2026-10-22
Gerald Baker Financial Group LLC
INCREASED21,87318,264+3,609+20%$900.0K$1.2M+$253.5K2026-10-09
Choreo, LLC
INCREASED21,30020,365+935+5%$1.0M$1.1M+$119.8K2026-10-28
Factor Wealth Management LTD
INCREASED20,68320,639+44+0%$1.0M$1.1M+$73.7K2026-10-08
D.A. Davidson & Co.
NEW19,299—+19,299——$1.0M—2026-10-28
SVB Wealth LLC
INCREASED19,24418,245+999+5%$899.1K$1.0M+$115.8K2026-11-06
Beacon Advisors Holdings, LLC
UNCHANGED17,87017,87000%$880.6K$942.5K+$61.8K2026-10-27
Kestra Advisory Services, LLC
DECREASED17,73219,787-2,055-10%$975.1K$935.2K-$39.9K2026-11-02
Busey Bank
UNCHANGED17,51017,51000%$862.9K$923.5K+$60.6K2026-10-26
Beam Wealth Advisors, Inc.
DECREASED17,24017,788-548-3%$876.6K$909.2K+$32.6K2026-11-03
Angeles Wealth Management, LLC
UNCHANGED16,41316,41300%$808.8K$865.6K+$56.8K2026-10-26
Bokf, NA
UNCHANGED15,86915,86900%$782.0K$836.9K+$54.9K2026-10-27
IFP Advisors, Inc
DECREASED15,67915,904-225-1%$783.7K$826.9K+$43.2K2026-10-16
Greenspring Advisors, LLC
INCREASED14,86414,861+3+0%$732.4K$783.9K+$51.6K2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED14,54815,068-520-3%$742.6K$767.3K+$24.7K2026-11-02
PNC Financial Services Group, Inc.
DECREASED14,33724,344-10,007-41%$1.2M$756.1K-$443.5K2026-11-06
Fifth Third Bancorp
INCREASED13,93012,884+1,046+8%$634.9K$734.7K+$99.7K2026-11-05
First Financial Corp
UNCHANGED13,56513,56500%$668.5K$715.4K+$46.9K2026-10-13
Valued Retirements, Inc.
UNCHANGED13,54313,54300%$667.4K$714.3K+$46.9K2026-11-06
Rossby Financial, LCC
INCREASED13,2447,822+5,422+69%$385.5K$698.5K+$313.0K2026-11-05
Lunt Capital Management, Inc.
INCREASED12,9914,090+8,901+218%$201.6K$685.1K+$483.6K2026-10-30
Fund Evaluation Group, LLC
UNCHANGED12,94812,94800%$638.1K$682.9K+$44.8K2026-11-05
Forza Wealth Management, LLC
UNCHANGED11,23811,23800%$553.8K$592.7K+$38.9K2026-10-20
Avidian Wealth Enterprises, LLC
NEW10,911—+10,911——$575.5K—2026-10-08
Warren Street Wealth Advisors, LLC
DECREASED10,77810,855-77-1%$534.9K$568.4K+$33.5K2026-11-04
Chicago Partners Investment Group LLC
INCREASED10,48710,383+104+1%$544.7K$566.1K+$21.4K2026-10-27
King Luther Capital Management Corp
DECREASED9,80013,800-4,000-29%$680.1K$516.9K-$163.2K2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED9,6889,68800%$477.4K$510.9K+$33.5K2026-10-13
Great Lakes Advisors, LLC
NEW9,586—+9,586——$505.6K—2026-11-06
US Bancorp \de\
INCREASED9,2677,692+1,575+20%$379.1K$488.7K+$109.7K2026-11-05
Quad-Cities Investment Group, LLC
INCREASED9,0318,953+78+1%$441.2K$476.3K+$35.1K2026-10-16
Wedbush Securities Inc
NEW8,972—+8,972——$473.0K—2026-10-22
Well Done, LLC
INCREASED8,8238,373+450+5%$412.6K$465.3K+$52.7K2026-10-20
Resonant Capital Advisors, LLC
UNCHANGED8,4678,46700%$417.3K$446.6K+$29.3K2026-10-15
Mather Group, Llc.
DECREASED8,3849,169-785-9%$451.8K$442.2K-$9.7K2026-10-14
Citizens Financial Group Inc
INCREASED8,2276,821+1,406+21%$336.1K$433.9K+$97.8K2026-10-23
Independent Financial Group, LLC
INCREASED8,1647,916+248+3%$390.1K$430.6K+$40.5K2026-10-13
Gryphon Financial Partners LLC
UNCHANGED8,1258,12500%$400.4K$428.5K+$28.1K2026-11-04
Seven Mile Advisory
DECREASED8,0989,438-1,340-14%$465.1K$427.1K-$38.0K2026-10-22
Bank of New York Mellon Corp
INCREASED8,0514,920+3,131+64%$242.4K$424.6K+$182.2K2026-11-05
Washington Trust Co
UNCHANGED7,8857,88500%$388.6K$415.9K+$27.3K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED7,8788,010-132-2%$394.7K$420.6K+$25.9K2026-10-30
Provident Wealth Management, LLC
DECREASED7,62710,491-2,864-27%$517.0K$402.2K-$114.8K2026-10-20
Sageworth Trust Co of South Dakota
UNCHANGED7,5767,57600%$373.3K$399.6K+$26.2K2026-10-30
Verus Financial Partners, Inc.
INCREASED6,6656,620+45+1%$326.3K$351.5K+$25.3K2026-10-29
Lewis Asset Management, LLC
INCREASED6,6396,180+459+7%$304.5K$350.1K+$45.6K2026-10-14
WealthPlan Investment Management, LLC
DECREASED6,4466,642-196-3%$327.3K$340.0K+$12.6K2026-10-15
Pinnacle Associates LTD
UNCHANGED6,3346,33400%$312.1K$334.1K+$21.9K2026-10-20
Sigma Planning Corp
DECREASED6,3047,111-807-11%$350.5K$300.0K-$50.4K2026-10-23
Allworth Financial LP
UNCHANGED6,2936,29300%$310.1K$310.1K$02026-11-06
Victory Financial Group, LLC
NEW6,172—+6,172——$325.5K—2026-10-27
Fortitude Advisory Group L.L.C.
NEW5,930—+5,930——$312.7K—2026-10-15
Vise Technologies, Inc.
NEW5,866—+5,866——$309.4K—2026-10-29
Nolet Wealth Management, LLC
UNCHANGED5,6505,65000%$278.4K$298.0K+$19.5K2026-10-15
AWM Capital, LLC
INCREASED5,6225,585+37+1%$275.2K$296.5K+$21.3K2026-10-16
Daiwa Securities Group Inc.
UNCHANGED5,6005,60000%$276.0K$295.3K+$19.4K2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW5,525—+5,525——$291.4K—2026-10-16
McKinley Carter Wealth Services, Inc.
UNCHANGED5,4985,49800%$270.9K$290.0K+$19.0K2026-10-16
Atria Investments, Inc
DECREASED5,4276,030-603-10%$297.2K$286.2K-$10.9K2026-10-15
Creative Financial Designs Inc
INCREASED5,334142+5,192+3656%$7.0K$281.3K+$274.3K2026-11-04
Parkside Financial Bank & Trust
NEW5,330—+5,330——$281.1K—2026-10-27
Clifford Swan Investment Counsel LLC
NEW5,309—+5,309——$280.0K—2026-11-05
Ignite Planners, LLC
NEW5,179—+5,179——$273.2K—2026-10-14
Compound Planning, Inc.
UNCHANGED5,1755,17500%$255.0K$272.9K+$17.9K2026-11-05
Essex Bank
UNCHANGED5,0505,05000%$248.8K$266.3K+$17.5K2026-10-16
Verus Wealth Management, LLC
UNCHANGED5,0155,01500%$247.1K$264.5K+$17.4K2026-10-13
First Heartland Consultants, Inc.
INCREASED4,9534,845+108+2%$238.8K$261.2K+$22.5K2026-10-08
Carter Financial Group, Inc.
DECREASED4,8995,100-201-4%$251.3K$258.4K+$7.1K2026-10-21
Magnus Financial Group LLC
INCREASED4,7914,759+32+1%$234.5K$252.7K+$18.2K2026-10-21
Plancorp, LLC
UNCHANGED4,6684,66800%$235.5K$249.9K+$14.3K2026-11-03
TD Private Client Wealth LLC
INCREASED4,5691,789+2,780+155%$88.2K$241.0K+$152.8K2026-10-28
Endowment Wealth Management, Inc.
NEW4,561—+4,561——$240.5K—2026-11-03
Cornerstone Advisors Asset Management, LLC
UNCHANGED4,4864,48600%$221.1K$236.6K+$15.5K2026-11-06
Fifth Third Securities, Inc.
INCREASED4,3744,283+91+2%$211.1K$230.7K+$19.6K2026-10-21
Wesbanco Bank Inc
UNCHANGED4,3624,36200%$215.0K$230.1K+$15.1K2026-11-04
Gables Capital Management Inc.
UNCHANGED4,3214,32100%$212.9K$227.9K+$15.0K2026-11-04
Sowell Financial Services LLC
DECREASED4,2064,659-453-10%$229.6K$221.8K-$7.8K2026-10-23
Bedel Financial Consulting, Inc.
UNCHANGED4,1334,13300%$203.7K$218.0K+$14.3K2026-11-06
Align Financial, LLC
UNCHANGED4,0634,06300%$200.2K$214.3K+$14.1K2026-10-16
Lido Advisors, LLC
NEW4,047—+4,047——$213.5K—2026-11-04
Vavra Capital Management, LLC
NEW3,998—+3,998——$210.9K—2026-10-14
Farther Finance Advisors, LLC
INCREASED3,9943,830+164+4%$188.7K$210.6K+$21.9K2026-10-08
Schmidt P J Investment Management Inc
NEW3,820—+3,820——$201.5K—2026-11-02
Hurley Capital, LLC
NEW3,427—+3,427——$180.7K—2026-11-05
Provenance Wealth Advisors, LLC
NEW2,979—+2,979——$157.1K—2026-10-30
Clearstead Advisors, LLC
UNCHANGED2,9052,90500%$143.2K$153.2K+$10.1K2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED2,5662,549+17+1%$125.6K$135.3K+$9.7K2026-11-03
Tower Trust & Investment Co
UNCHANGED2,1782,17800%$107.3K$114.9K+$7.6K2026-10-28
Key FInancial Inc
UNCHANGED2,0322,03200%$100.1K$107.2K+$7.0K2026-11-02
Highline Wealth Partners LLC
DECREASED1,9562,079-123-6%$102.5K$103.2K+$7062026-10-19
Larson Financial Group LLC
INCREASED1,712924+788+85%$45.6K$90.3K+$44.7K2026-11-05
Community Bank, N.A.
UNCHANGED1,5501,55000%$76.4K$81.7K+$5.4K2026-11-06
Trust Co of Vermont
DECREASED1,2891,323-34-3%$65.2K$68.0K+$2.8K2026-10-21
Legacy Bridge, LLC
UNCHANGED1,1821,18200%$58.2K$62.3K+$4.1K2026-10-28
Caldwell Trust Co
UNCHANGED1,1611,16100%$57.2K$61.2K+$4.0K2026-10-30
Latitude Advisors, LLC
NEW990—+990——$52.2K—2026-10-27
SJS Investment Consulting Inc.
UNCHANGED98298200%$48.4K$51.8K+$3.4K2026-10-26
Grove Bank & Trust
DECREASED9511,440-489-34%$71.0K$50.2K-$20.8K2026-10-08
Security National Bank
UNCHANGED94594500%$46.6K$49.8K+$3.3K2026-10-26
Golden State Wealth Management, LLC
UNCHANGED77077000%$38.0K$40.6K+$2.7K2026-11-02
Independence Bank of Kentucky
DECREASED715915-200-22%$45.1K$37.7K-$7.4K2026-10-26
American National Bank & Trust
DECREASED573648-75-12%$31.9K$30.2K-$1.7K2026-10-07
Carota Wealth Management
NEW520—+520——$27.4K—2026-11-03
Kentucky Trust Co
UNCHANGED49349300%$24.3K$26.0K+$1.7K2026-10-15
AlphaCore Capital LLC
DECREASED490924-434-47%$45.5K$25.8K-$19.7K2026-11-04
North Point Portfolio Managers Corp
NEW450—+450——$23.7K—2026-10-07
Private Trust Co NA
UNCHANGED41841800%$20.6K$22.0K+$1.4K2026-10-20
Clearstead Trust, LLC
NEW269—+269——$14.2K—2026-11-06
Kelleher Financial Advisors
DECREASED214428-214-50%$21.1K$11.3K-$9.8K2026-10-30
Simplex Trading, LLC
INCREASED204148+56+38%$7.3K$10.8K+$3.5K2026-11-04
Bochk Asset Management Ltd
DECREASED2001,100-900-82%$54.2K$10.5K-$43.7K2026-10-29
Horizon Financial Services, LLC
UNCHANGED19719700%$9.7K$10.4K+$6822026-11-04
Activest Wealth Management
INCREASED189187+2+1%$9.2K$10.0K+$7152026-10-15
Armstrong Advisory Group, Inc
UNCHANGED18818800%$9.3K$9.9K+$6512026-10-09
Fortis Group Advisors, LLC
UNCHANGED18418400%$9.1K$9.7K+$6362026-11-06
Birchwood Financial Partners, Inc.
INCREASED176175+1+1%$8.6K$9.3K+$6682026-11-02
Yankcom Partnership
NEW154—+154——$8.1K—2026-10-15
Avion Wealth
UNCHANGED14414400%$7$7$02026-11-04
Lanark Financial, Inc.
UNCHANGED13513500%$6.7K$7.1K+$4682026-10-26
Owl Creek Wealth Partners LLC
NEW117—+117——$6.2K—2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED10510500%$5.2K$5.5K+$3632026-10-23
Cape Investment Advisory, Inc.
NEW97—+97——$5.1K—2026-10-13
Russell Investments Group, Ltd.
INCREASED942+92+4600%$79$5.0K+$4.9K2026-11-06
Evermay Wealth Management LLC
UNCHANGED898900%$4.4K$4.7K+$3082026-11-05
Ascentis Independent Advisors
NEW47—+47——$2.5K—2026-11-03
Evolution Wealth Management Inc.
NEW41—+41——$2.2K—2026-10-28
TD Waterhouse Canada Inc.
NEW35—+35——$1.8K—2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED303000%$1.5K$1.6K+$1042026-10-23
Allspring Global Investments Holdings, LLC
NEW29—+29——$1.5K—2026-11-04
Comprehensive Financial Planning, Inc.
NEW29—+29——$1.5K—2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED252500%$1.2K$1.3K+$952026-11-05
Assetmark, Inc
UNCHANGED222200%$1.1K$1.2K+$762026-10-21
Mondrian Investment Partners LTD
NEW2—+2——$118—2026-10-23
Signaturefd, LLC
UNCHANGED1100%$33$36+$32026-10-23
Valeo Financial Advisors, LLC
CLOSED040,828-40,828-100%$2.0M$0-$2.0M2026-10-08
VestGen Advisors, LLC
CLOSED013,086-13,086-100%$644.9K$0-$644.9K2026-10-27
Trace Wealth Advisors, LLC
CLOSED012,114-12,114-100%$597.0K$0-$597.0K2026-10-30
Greenleaf Trust
CLOSED06,834-6,834-100%$336.8K$0-$336.8K2026-10-29
Avior Wealth Management, LLC
CLOSED06,201-6,201-100%$305.6K$0-$305.6K2026-10-13
Truist Financial Corp
CLOSED06,169-6,169-100%$304.0K$0-$304.0K2026-10-30
Altus Wealth Group LLC
CLOSED05,155-5,155-100%$254.0K$0-$254.0K2026-10-20
Institute for Wealth Management, Llc.
CLOSED02,631-2,631-100%$129.7K$0-$129.7K2026-11-06
Gill Capital Partners, LLC
CLOSED02,227-2,227-100%$109.7K$0-$109.7K2026-10-13
AdvisorNet Financial, Inc
CLOSED0344-344-100%$16.9K$0-$16.9K2026-10-15
International Assets Investment Management, LLC
CLOSED0238-238-100%$11.7K$0-$11.7K2026-11-02
Cornerstone Planning Group LLC
CLOSED0218-218-100%$11.5K$0-$11.5K2026-10-16
Signature Resources Capital Management, LLC
CLOSED0138-138-100%$6.8K$0-$6.8K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0138-138-100%$6.8K$0-$6.8K2026-10-14
Wolverine Asset Management LLC
CLOSED039-39-100%$1.9K$0-$1.9K2026-11-02
Northern Trust Corp
N/A—76,418,004-76,418,004-100%$3.8B———
MAI Capital Management
N/A—5,103,843-5,103,843-100%$251.5M———
Common Fund for Nonprofit Organizations
N/A—3,408,196-3,408,196-100%$168.0M———
Morgan Stanley
N/A—1,950,953-1,950,953-100%$96.1M———
Connable Office Inc
N/A—1,155,512-1,155,512-100%$56.9M———
1832 Asset Management L.P.
N/A—889,596-889,596-100%$43.8M———
Raymond James Financial Inc
N/A—715,798-715,798-100%$35.3M———
Pure Financial Advisors, LLC
N/A—507,801-507,801-100%$25.0M———
Hills Bank & Trust Co
N/A—503,100-503,100-100%$24.8M———
VPR Management LLC
N/A—497,600-497,600-100%$24.5M———
Bank of America Corp
N/A—433,867-433,867-100%$21.4M———
Navalign, LLC
N/A—348,035-348,035-100%$17.2M———
Farmers National Bank
N/A—330,316-330,316-100%$16.3M———
Envestnet Asset Management Inc
N/A—317,220-317,220-100%$15.6M———
Pasadena Private Wealth, LLC
N/A—236,853-236,853-100%$11.7M———
UBS Group AG
N/A—224,310-224,310-100%$11.1M———
Ameriprise Financial Inc
N/A—210,557-210,557-100%$10.4M———
Mercer Global Advisors Inc
N/A—199,934-199,934-100%$9.9M———
Bessemer Group Inc
N/A—194,758-194,758-100%$9.6M———
Cetera Investment Advisers
N/A—190,180-190,180-100%$9.4M———
Royal Bank of Canada
N/A—186,374-186,374-100%$9.2M———
Roehl & Yi Investment Advisors, LLC
N/A—176,017-176,017-100%$8.7M———
Brio Consultants, LLC
N/A—171,078-171,078-100%$8.4M———
Envestnet Portfolio Solutions, Inc.
N/A—168,164-168,164-100%$8.3M———
VeraBank, N.A.
N/A—150,900-150,900-100%$7.4M———
Avos Capital Management, LLC
N/A—148,285-148,285-100%$7.3M———
a16z Perennial Management, L.P.
N/A—147,066-147,066-100%$7.2M———
MML Investors Services, LLC
N/A—140,849-140,849-100%$6.9M———
Cambient Family Office, LLC
N/A—137,370-137,370-100%$6.8M———
Cambria Investment Management, L.P.
N/A—130,526-130,526-100%$6.4M———
Beacon Pointe Advisors, LLC
N/A—127,510-127,510-100%$6.3M———
Wells Fargo & Company
N/A—125,282-125,282-100%$6.2M———
D. E. Shaw & Co., Inc.
N/A—115,657-115,657-100%$5.7M———
W1m Asset Management Ltd
N/A—115,000-115,000-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—107,803-107,803-100%$5.3M———
Flow Traders U.S. LLC
N/A—87,458-87,458-100%$4.3M———
Wealthfront Advisers LLC
N/A—83,867-83,867-100%$4.1M———
Franklin Resources Inc
N/A—80,584-80,584-100%$4.0M———
Horizon Bancorp Inc
N/A—72,027-72,027-100%$3.5M———
Bank of Montreal
N/A—71,979-71,979-100%$3.5M———
Old Mission Capital LLC
N/A—68,925-68,925-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—66,269-66,269-100%$3.3M———
JPMorgan Chase & Co
N/A—65,579-65,579-100%$3.2M———
Qube Research & Technologies Ltd
N/A—65,355-65,355-100%$3.2M———
AlTi Global, Inc.
N/A—56,727-56,727-100%$2.8M———
Marquette Associates, Inc.
N/A—53,169-53,169-100%$2.6M———
CVA Family Office, LLC
N/A—51,320-51,320-100%$2.5M———
Susquehanna International Group, LLP
N/A—50,092-50,092-100%$2.5M———
Citadel Advisors LLC
N/A—48,895-48,895-100%$2.4M———
Fiducient Advisors LLC
N/A—47,369-47,369-100%$2.3M———
Cerity Partners LLC
N/A—46,719-46,719-100%$2.3M———
Blair William & Co
N/A—39,873-39,873-100%$2.0M———
Stelac Advisory Services LLC
N/A—35,629-35,629-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—34,717-34,717-100%$1.7M———
Stifel Financial Corp
N/A—33,943-33,943-100%$1.7M———
BBR Partners, LLC
N/A—32,718-32,718-100%$1.6M———
Osaic Holdings, Inc.
N/A—32,368-32,368-100%$1.6M———
Brookwood Investment Group LLC
N/A—32,259-32,259-100%$1.6M———
Transcend Capital Advisors, LLC
N/A—30,650-30,650-100%$1.5M———
Nicolet Bankshares Inc
N/A—29,023-29,023-100%$1.4M———
Jones Financial Companies Lllp
N/A—28,908-28,908-100%$1.4M———
Brown Advisory Inc
N/A—28,874-28,874-100%$1.4M———
Fiduciary Financial Advisors
N/A—28,349-28,349-100%$1.4M———
Granite Harbor Advisors, Inc.
N/A—28,229-28,229-100%$1.4M———
LRI Investments, LLC
N/A—27,622-27,622-100%$1.4M———
FMR LLC
N/A—24,849-24,849-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—20,832-20,832-100%$1.0M———
BlackRock, Inc.
N/A—19,818-19,818-100%$976.6K———
Garrison Point Advisors, LLC
N/A—19,772-19,772-100%$974.4K———
EP Wealth Advisors, LLC
N/A—19,647-19,647-100%$968.2K———
Insigneo Advisory Services, LLC
N/A—18,745-18,745-100%$923.7K———
Sanctuary Advisors, LLC
N/A—18,584-18,584-100%$915.8K———
Two Sigma Securities, LLC
N/A—17,298-17,298-100%$852.4K———
Bradley Foster & Sargent Inc
N/A—15,800-15,800-100%$778.6K———
HighTower Advisors, LLC
N/A—15,702-15,702-100%$773.8K———
Advisory Services Network, LLC
N/A—15,494-15,494-100%$763.5K———
OneDigital Investment Advisors LLC
N/A—14,636-14,636-100%$721.3K———
Calton & Associates, Inc.
N/A—13,953-13,953-100%$687.6K———
Whittier Trust Co
N/A—13,354-13,354-100%$668.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—12,901-12,901-100%$635.8K———
Commerce Bank
N/A—12,691-12,691-100%$625.4K———
AQR Capital Management LLC
N/A—12,453-12,453-100%$613.7K———
VestGen Investment Management
N/A—12,221-12,221-100%$602.3K———
Permanens Capital L.P.
N/A—11,200-11,200-100%$551.9K———
Dorsey & Whitney Trust Co LLC
N/A—11,078-11,078-100%$545.9K———
Douglass Winthrop Advisors, LLC
N/A—10,566-10,566-100%$520.7K———
Cannell & Spears LLC
N/A—10,442-10,442-100%$514.6K———
Fort Point Capital Partners LLC
N/A—9,849-9,849-100%$485.4K———
Sequoia Financial Advisors, LLC
N/A—9,645-9,645-100%$475.3K———
Smartleaf Asset Management LLC
N/A—9,158-9,158-100%$450.2K———
Squarepoint Ops LLC
N/A—8,744-8,744-100%$430.9K———
Aptus Capital Advisors, LLC
N/A—8,594-8,594-100%$423.5K———
Baird Financial Group, Inc.
N/A—8,440-8,440-100%$415.9K———
Bienville Capital Management, LLC
N/A—8,421-8,421-100%$415.0K———
Mariner, LLC
N/A—8,030-8,030-100%$395.7K———
Capital Analysts, LLC
N/A—7,932-7,932-100%$391.0K———
Argent Trust Co
N/A—7,703-7,703-100%$379.6K———
Focus Partners Wealth
N/A—7,596-7,596-100%$374.4K———
Monograph Wealth Advisors, LLC
N/A—7,560-7,560-100%$372.6K———
Basecamp Wealth Advisors LLC
N/A—7,229-7,229-100%$356.2K———
Dearborn Partners LLC
N/A—7,200-7,200-100%$354.8K———
Hancock Whitney Corp
N/A—7,013-7,013-100%$345.6K———
Huntington National Bank
N/A—7,001-7,001-100%$345.0K———
FFT Wealth Management LLC
N/A—6,776-6,776-100%$333.9K———
Comprehensive Money Management Services LLC
N/A—6,682-6,682-100%$329.3K———
TRB Wealth Management, LLC
N/A—6,345-6,345-100%$312.7K———
Emerald Investment Advisers, LLC
N/A—6,337-6,337-100%$312.5K———
Waterloo Capital, L.P.
N/A—6,040-6,040-100%$297.6K———
Western Wealth Management, LLC
N/A—5,771-5,771-100%$284.4K———
World Investment Advisors
N/A—5,660-5,660-100%$311.3K———
Madison Wealth Partners, Inc
N/A—5,619-5,619-100%$276.9K———
Orion Porfolio Solutions, LLC
N/A—5,424-5,424-100%$267.3K———
Hollencrest Capital Management
N/A—5,273-5,273-100%$259.9K———
Tolleson Wealth Management, Inc.
N/A—5,000-5,000-100%$246.4K———
Glenmede Trust Co NA
N/A—4,611-4,611-100%$227.2K———
Savvy Advisors, Inc.
N/A—4,566-4,566-100%$225.0K———
BTG Pactual Asset Management US LLC
N/A—4,290-4,290-100%$211.4K———
Betterment LLC
N/A—4,183-4,183-100%$206.0K———
Xcelsior Advisor Partners LLC
N/A—4,095-4,095-100%$201.8K———
HM Payson & Co
N/A—2,644-2,644-100%$130.3K———
NewEdge Advisors, LLC
N/A—2,470-2,470-100%$121.7K———
Bartlett & Co. Wealth Management LLC
N/A—2,323-2,323-100%$114.5K———
CNB Bank
N/A—2,150-2,150-100%$106.0K———
BOK Financial Private Wealth, Inc.
N/A—1,989-1,989-100%$98.0K———
UBS Asset Management Americas LLC
N/A—1,943-1,943-100%$95.8K———
Brown Brothers Harriman & Co
N/A—1,515-1,515-100%$74.7K———
Corsicana & Co.
N/A—1,487-1,487-100%$73.3K———
ST Germain D J Co Inc
N/A—1,115-1,115-100%$54.9K———
Harbour Investments, Inc.
N/A—1,012-1,012-100%$49.9K———
Consultiva Wealth Management, Corp.
N/A—1,000-1,000-100%$49.3K———
AE Wealth Management LLC
N/A—964-964-100%$47.5K———
N.E.W. Advisory Services LLC
N/A—959-959-100%$47.3K———
IFG Advisory, LLC
N/A—923-923-100%$45.5K———
Vanguard National Trust Co
N/A—881-881-100%$43.4K———
Global Retirement Partners, LLC
N/A—557-557-100%$27.4K———
Steward Partners Investment Advisory, LLC
N/A—538-538-100%$26.5K———
Arax Advisory Partners
N/A—213-213-100%$10.5K———
Millstone Evans Group, LLC
N/A—174-174-100%$8.6K———
Atlantic Union Bankshares Corp
N/A—133-133-100%$6.6K———
Ancora Advisors LLCA
N/A—79-79-100%$3.9K———
Colonial Trust Advisors
N/A—62-62-100%$3.0K———
Highland Investment Advisors LLC
N/A—59-59-100%$2.9K———
Darwin Wealth Management, LLC
N/A—33-33-100%$1.6K———
BNP Paribas Financial Markets
N/A—31-31-100%$1.5K———
Tower Research Capital LLC (TRC)
N/A—25-25-100%$1.2K———
Fourth Dimension Wealth, LLC
N/A—13-13-100%$641———
Showing 349 of 349 institutions