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HSBC Holdings PLC (HBC2)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares18,835,357 from 18,572,508
Change+262,849 (+1%)
Value$1.9B (+$104.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares9,537,534 from 9,812,755
Change-275,221 (-3%)
Value$947.2M (+$14.1M)
Filed 2026-11-04
Sanders Capital, LLC
DECREASED
Shares1,844,107 from 2,632,430
Change-788,323 (-30%)
Value$183.1M (-$67.2M)
Filed 2026-11-02
Cookson Peirce & Co Inc
DECREASED
Shares593,282 from 594,134
Change-852 (0%)
Value$58.9M (+$2.4M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
DECREASED
Shares418,296 from 433,418
Change-15,122 (-3%)
Value$41.5M (+$327.2K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares374,553 from 370,766
Change+3,787 (+1%)
Value$37.2M (+$1.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares351,086 from 326,206
Change+24,880 (+8%)
Value$34.9M (+$3.8M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares324,502 from 313,988
Change+10,514 (+3%)
Value$32.2M (+$2.4M)
Filed 2026-11-02
ABC Arbitrage SA
INCREASED
Shares295,720 from 283,637
Change+12,083 (+4%)
Value$29.4M (+$2.4M)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares194,611 from 188,863
Change+5,748 (+3%)
Value$19.3M (+$1.4M)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares191,715 from 174,381
Change+17,334 (+10%)
Value$19.0M (+$2.5M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares177,893 from 115,369
Change+62,524 (+54%)
Value$17.7M (+$6.7M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares158,014 from 157,469
Change+545 (+0%)
Value$15.7M (+$718.5K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares134,482 from 135,190
Change-708 (-1%)
Value$13.4M (+$500.2K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares103,326 from 56,069
Change+47,257 (+84%)
Value$10.3M (+$4.6M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares84,150 from 70,855
Change+13,295 (+19%)
Value$8.4M (+$1.6M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares82,779 from 87,439
Change-4,660 (-5%)
Value$8.2M (-$93.9K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares81,455 from 77,459
Change+3,996 (+5%)
Value$8.1M (+$723.7K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares81,152 from 125,095
Change-43,943 (-35%)
Value$7.8M (-$4.2M)
Filed 2026-10-16
Factory Mutual Insurance Co
UNCHANGED
Shares77,552 from 77,552
Change0 (0%)
Value$7.7M (+$327.3K)
Filed 2026-10-30
Americana Partners, LLC
INCREASED
Shares75,677 from 75,309
Change+368 (+0%)
Value$7.5M (+$354.4K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares75,509 from 64,551
Change+10,958 (+17%)
Value$7.5M (+$1.4M)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares74,847 from 79,278
Change-4,431 (-6%)
Value$7.4M (-$105.6K)
Filed 2026-11-05
Hennessy Advisors Inc
UNCHANGED
Shares70,900 from 70,900
Change0 (0%)
Value$7.0M (+$299.2K)
Filed 2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares63,521 from 63,521
Change0 (0%)
Value$6.0M ($0)
Filed 2026-10-15
Gradient Investments LLC
DECREASED
Shares60,734 from 63,621
Change-2,887 (-5%)
Value$6.0M (-$18.3K)
Filed 2026-10-08
Old Port Advisors
DECREASED
Shares59,193 from 59,281
Change-88 (0%)
Value$5.9M (+$241.4K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares57,907 from 48,890
Change+9,017 (+18%)
Value$4.0M (+$500.5K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares57,069 from 57,080
Change-11 (0%)
Value$5.7M (+$239.7K)
Filed 2026-10-23
TrueMark Investments, LLC
INCREASED
Shares55,397 from 48,065
Change+7,332 (+15%)
Value$5.5M (+$931.0K)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares52,292 from 51,262
Change+1,030 (+2%)
Value$5.2M (+$318.6K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares46,809 from 44,443
Change+2,366 (+5%)
Value$4.6M (+$422.5K)
Filed 2026-10-14
Catalyst Capital Advisors LLC
DECREASED
Shares46,775 from 47,850
Change-1,075 (-2%)
Value$4.6M (+$95.2K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares46,357 from 42,295
Change+4,062 (+10%)
Value$4.4M (+$335.8K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares45,488 from 43,514
Change+1,974 (+5%)
Value$4.5M (+$379.7K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares43,844 from 29,125
Change+14,719 (+51%)
Value$3.7M (+$976.0K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares41,684 from 41,888
Change-204 (0%)
Value$4.1K (-$4.0M)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
INCREASED
Shares37,370 from 18,850
Change+18,520 (+98%)
Value$3.7M (+$1.9M)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares35,501 from 31,398
Change+4,103 (+13%)
Value$3.5M (+$540.0K)
Filed 2026-10-20
Imc-Chicago, LLC
NEW
Shares34,741
Change+34,741
Value$3.5M
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares32,373 from 31,805
Change+568 (+2%)
Value$3.2M (+$190.6K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares32,213 from 32,650
Change-437 (-1%)
Value$3.2M (+$94.4K)
Filed 2026-10-23
Ted Buchan & Co
INCREASED
Shares31,845 from 28,214
Change+3,631 (+13%)
Value$3.2M (+$479.7K)
Filed 2026-10-23
Pittenger & Anderson Inc
NEW
Shares29,758
Change+29,758
Value$3.0M
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares28,816 from 29,032
Change-216 (-1%)
Value$2.9M (+$101.1K)
Filed 2026-10-28
Evergreen Capital Management LLC
INCREASED
Shares28,769 from 25,333
Change+3,436 (+14%)
Value$2.9M (+$448.1K)
Filed 2026-10-23
LSV Asset Management
DECREASED
Shares28,744 from 35,828
Change-7,084 (-20%)
Value$2.9K (-$3.4M)
Filed 2026-11-06
CIBC Asset Management Inc
DECREASED
Shares28,577 from 31,170
Change-2,593 (-8%)
Value$2.8M (-$75.1K)
Filed 2026-11-05
FCG Investment Co
INCREASED
Shares28,288 from 22,945
Change+5,343 (+23%)
Value$2.8M (+$627.4K)
Filed 2026-10-13
LVW Advisors, LLC
INCREASED
Shares27,815 from 25,234
Change+2,581 (+10%)
Value$2.8M (+$362.8K)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares26,794 from 27,079
Change-285 (-1%)
Value$2.5M (-$33.5K)
Filed 2026-10-20
Pzena Investment Management LLC
INCREASED
Shares25,603 from 23,555
Change+2,048 (+9%)
Value$2.5M (+$302.8K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED
Shares25,521 from 26,926
Change-1,405 (-5%)
Value$2.5M (-$25.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares24,996 from 26,165
Change-1,169 (-4%)
Value$2.5M (-$5.7K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares24,845 from 24,089
Change+756 (+3%)
Value$2.5M (+$176.8K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares24,672 from 22,611
Change+2,061 (+9%)
Value$2.5M (+$300.1K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares24,630 from 27,982
Change-3,352 (-12%)
Value$2.4M (-$214.8K)
Filed 2026-10-20
AGF Management LTD
DECREASED
Shares23,466 from 25,396
Change-1,930 (-8%)
Value$2.3M (-$84.5K)
Filed 2026-11-03
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares22,987 from 22,722
Change+265 (+1%)
Value$2.3M (+$122.2K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares22,941 from 26,774
Change-3,833 (-14%)
Value$2.3K (-$2.5M)
Filed 2026-10-22
Cornerstone Planning, LLC
INCREASED
Shares22,407 from 22,281
Change+126 (+1%)
Value$2.2M (+$41.1K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares22,228 from 21,870
Change+358 (+2%)
Value$2.2M (+$127.8K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares21,512 from 21,951
Change-439 (-2%)
Value$2.1M (+$49.0K)
Filed 2026-10-26
Abel Hall, LLC
INCREASED
Shares20,435 from 20,096
Change+339 (+2%)
Value$2.0M (+$118.5K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares19,526 from 19,118
Change+408 (+2%)
Value$1.9M (+$121.2K)
Filed 2026-10-02
D.A. Davidson & Co.
INCREASED
Shares19,437 from 19,379
Change+58 (+0%)
Value$1.9M (+$87.5K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares19,307 from 17,390
Change+1,917 (+11%)
Value$1.9M (+$263.8K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares19,229 from 19,652
Change-423 (-2%)
Value$1.9M (+$40.9K)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares18,382 from 17,491
Change+891 (+5%)
Value$1.8M (+$162.3K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares18,166 from 17,681
Change+485 (+3%)
Value$1.8M (+$122.7K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares18,011 from 16,887
Change+1,124 (+7%)
Value$1.8M (+$182.8K)
Filed 2026-10-23
PDS Planning, Inc
INCREASED
Shares17,154 from 17,023
Change+131 (+1%)
Value$1.7M (+$84.8K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares16,773 from 16,074
Change+699 (+4%)
Value$1.7M (+$137.2K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares16,770 from 15,721
Change+1,049 (+7%)
Value$1.7M (+$170.6K)
Filed 2026-10-28
Henry James International Management Inc.
INCREASED
Shares16,732 from 16,027
Change+705 (+4%)
Value$1.7M (+$137.6K)
Filed 2026-10-14
Frank, Rimerman Advisors LLC
INCREASED
Shares16,701 from 16,391
Change+310 (+2%)
Value$1.7M (+$100.0K)
Filed 2026-10-16
Barclays PLC
INCREASED
Shares16,653 from 2,059
Change+14,594 (+709%)
Value$1.7M (+$1.5M)
Filed 2026-11-06
Profund Advisors LLC
INCREASED
Shares15,890 from 14,181
Change+1,709 (+12%)
Value$1.6M (+$229.6K)
Filed 2026-10-29
Themes Management Co LLC
INCREASED
Shares15,382 from 10,367
Change+5,015 (+48%)
Value$1.5M (+$541.8K)
Filed 2026-10-29
Fiera Capital Corp
INCREASED
Shares15,366 from 14,066
Change+1,300 (+9%)
Value$1.5M (+$188.5K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares15,027 from 14,905
Change+122 (+1%)
Value$1.5M (+$75.0K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares15,017 from 17,284
Change-2,267 (-13%)
Value$1.5M (-$152.2K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares14,430 from 13,453
Change+977 (+7%)
Value$1.3M (+$17.7K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares14,388 from 14,959
Change-571 (-4%)
Value$1.4M (+$6.4K)
Filed 2026-10-28
Gryphon Financial Partners LLC
INCREASED
Shares14,365 from 13,823
Change+542 (+4%)
Value$1.4M (+$112.2K)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares14,246 from 13,647
Change+599 (+4%)
Value$1.4M (+$117.1K)
Filed 2026-10-30
May Hill Capital, LLC
INCREASED
Shares14,079 from 13,602
Change+477 (+4%)
Value$1.4M (+$104.8K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares13,916 from 14,030
Change-114 (-1%)
Value$1.4M (+$47.9K)
Filed 2026-11-06
Cherokee Insurance Co
UNCHANGED
Shares13,545 from 13,545
Change0 (0%)
Value$1.3M (+$57.2K)
Filed 2026-11-05
Trust Point Inc.
UNCHANGED
Shares13,421 from 13,421
Change0 (0%)
Value$1.3M (+$56.6K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
NEW
Shares13,346
Change+13,346
Value$1.3M
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares13,033 from 12,334
Change+699 (+6%)
Value$1.3M (+$121.5K)
Filed 2026-10-19
Lester Murray Antman dba SimplyRich
DECREASED
Shares13,007 from 48,742
Change-35,735 (-73%)
Value$1.3M (+$55.9K)
Filed 2026-11-06
Henshaw Capital LLC
UNCHANGED
Shares12,880 from 12,880
Change0 (0%)
Value$1.3M (+$54.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,722 from 14,126
Change-1,404 (-10%)
Value$1.3K (-$1.3M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares12,412
Change+12,412
Value$1.2M
Filed 2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares12,375 from 13,037
Change-662 (-5%)
Value$1.2M (-$10.7K)
Filed 2026-10-22
Sage Rhino Capital LLC
DECREASED
Shares12,092 from 12,540
Change-448 (-4%)
Value$1.2M (+$8.4K)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
DECREASED
Shares12,058 from 14,755
Change-2,697 (-18%)
Value$1.2M (-$205.6K)
Filed 2026-10-27
Everest Financial Group LLC
DECREASED
Shares11,936 from 12,067
Change-131 (-1%)
Value$1.2M (+$37.9K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares11,829 from 12,187
Change-358 (-3%)
Value$1.2M (+$15.9K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares11,598 from 7,330
Change+4,268 (+58%)
Value$1.2M (+$454.8K)
Filed 2026-10-13
Delta Financial Advisors LLC
INCREASED
Shares11,579 from 11,534
Change+45 (+0%)
Value$1.1M (+$53.1K)
Filed 2026-10-27
Cordatus Wealth Management LLC
INCREASED
Shares11,576 from 11,425
Change+151 (+1%)
Value$1.1M (+$63.2K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares11,329 from 10,052
Change+1,277 (+13%)
Value$1.1M (+$169.2K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED
Shares10,878 from 11,194
Change-316 (-3%)
Value$1.1M (+$15.9K)
Filed 2026-10-09
First Command Advisory Services, Inc.
INCREASED
Shares10,754 from 3,538
Change+7,216 (+204%)
Value$1.1M (+$731.6K)
Filed 2026-11-05
Traveka Wealth, LLC
INCREASED
Shares10,750 from 10,132
Change+618 (+6%)
Value$1.1M (+$104.1K)
Filed 2026-10-19
Xponance LLC
INCREASED
Shares10,498 from 9,158
Change+1,340 (+15%)
Value$1.0M (+$171.7K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares10,431
Change+10,431
Value$1.0M
Filed 2026-11-03
Five Oceans Advisors
UNCHANGED
Shares10,361 from 10,361
Change0 (0%)
Value$1.0M (+$43.7K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares10,338 from 5,078
Change+5,260 (+104%)
Value$1.0M (+$543.7K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares10,334 from 11,859
Change-1,525 (-13%)
Value$1.0M (-$101.4K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares10,275 from 10,263
Change+12 (+0%)
Value$1.0M (+$44.5K)
Filed 2026-10-27
71 West Capital Partners
DECREASED
Shares10,223 from 10,234
Change-11 (0%)
Value$1.0M (+$42.1K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares9,965 from 5,186
Change+4,779 (+92%)
Value$989.6K (+$496.5K)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares9,864 from 9,765
Change+99 (+1%)
Value$979.4K (+$50.9K)
Filed 2026-11-06
Westover Capital Advisors, LLC
INCREASED
Shares9,776 from 9,313
Change+463 (+5%)
Value$970.9K (+$85.3K)
Filed 2026-10-26
SeaBridge Investment Advisors LLC
UNCHANGED
Shares9,529 from 9,529
Change0 (0%)
Value$946.3K (+$40.2K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares9,495 from 8,001
Change+1,494 (+19%)
Value$943.0K (+$182.2K)
Filed 2026-11-04
South Shore Capital Advisors
INCREASED
Shares9,425 from 8,550
Change+875 (+10%)
Value$936.0K (+$123.0K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares9,013 from 8,329
Change+684 (+8%)
Value$894.8K (+$102.8K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares8,946 from 8,494
Change+452 (+5%)
Value$888.4K (+$80.7K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares8,924 from 8,923
Change+1 (+0%)
Value$886.3K (+$37.8K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares8,910 from 8,794
Change+116 (+1%)
Value$884.9K (+$48.6K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares8,520 from 7,868
Change+652 (+8%)
Value$846.1K (+$98.0K)
Filed 2026-10-09
First Affirmative Financial Network
NEW
Shares8,075
Change+8,075
Value$801.9K
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$794.5K (+$33.8K)
Filed 2026-10-23
HUB Investment Partners, LLC
INCREASED
Shares7,983 from 7,010
Change+973 (+14%)
Value$792.8K (+$126.2K)
Filed 2026-11-03
Larry Mathis Financial Planning, LLC
DECREASED
Shares7,956 from 8,506
Change-550 (-6%)
Value$790.1K (-$18.7K)
Filed 2026-10-26
Anchyra Partners LLC
INCREASED
Shares7,925 from 6,673
Change+1,252 (+19%)
Value$787.0K (+$152.5K)
Filed 2026-10-13
Monument Capital Management
INCREASED
Shares7,692 from 7,636
Change+56 (+1%)
Value$763.9K (+$37.8K)
Filed 2026-10-09
Summit Global Investments
INCREASED
Shares7,629 from 7,323
Change+306 (+4%)
Value$758 (-$695.2K)
Filed 2026-10-28
Tepp RIA, LLC
DECREASED
Shares7,547 from 7,877
Change-330 (-4%)
Value$749.5K (+$470)
Filed 2026-10-14
Wealthstar Advisors, LLC
DECREASED
Shares7,374 from 7,501
Change-127 (-2%)
Value$732.3K (+$19.1K)
Filed 2026-10-19
Crumly & Associates Inc.
INCREASED
Shares7,287 from 7,097
Change+190 (+3%)
Value$723.7K (+$48.8K)
Filed 2026-10-07
Courier Capital LLC
UNCHANGED
Shares7,266 from 7,266
Change0 (0%)
Value$721.6K (+$30.7K)
Filed 2026-10-19
Yousif Capital Management, LLC
DECREASED
Shares7,243 from 7,423
Change-180 (-2%)
Value$719.3K (+$13.4K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares7,238 from 7,127
Change+111 (+2%)
Value$670.3K (-$35.9K)
Filed 2026-10-09
Portside Wealth Group, LLC
DECREASED
Shares7,173 from 7,576
Change-403 (-5%)
Value$712.4K (-$8.1K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares7,126 from 10,521
Change-3,395 (-32%)
Value$707.6K (-$292.8K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares7,021 from 6,978
Change+43 (+1%)
Value$667.6K (+$4.1K)
Filed 2026-11-06
Rational Advisors, Inc.
DECREASED
Shares7,020 from 8,035
Change-1,015 (-13%)
Value$697.2K (-$66.9K)
Filed 2026-11-02
Cromwell Holdings LLC
UNCHANGED
Shares6,967 from 6,967
Change0 (0%)
Value$691.9K (+$29.4K)
Filed 2026-10-28
Carter Financial Group, Inc.
INCREASED
Shares6,632 from 4,746
Change+1,886 (+40%)
Value$658.6K (+$207.3K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares6,569 from 6,111
Change+458 (+7%)
Value$652.4K (+$71.3K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares6,517 from 7,282
Change-765 (-11%)
Value$647.2K (-$45.3K)
Filed 2026-10-26
XXI Wealth, LLC
INCREASED
Shares6,500 from 6,064
Change+436 (+7%)
Value$645.5K (+$68.9K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares6,484 from 6,136
Change+348 (+6%)
Value$643.9K (+$60.4K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares6,405 from 5,859
Change+546 (+9%)
Value$605.5K (-$3.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,405 from 5,859
Change+546 (+9%)
Value$605.5K (-$3.6K)
Filed 2026-10-20
Natural Investments, LLC
INCREASED
Shares6,365 from 6,344
Change+21 (+0%)
Value$632.1K (+$29.1K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares6,351 from 5,233
Change+1,118 (+21%)
Value$630.7K (+$133.1K)
Filed 2026-10-22
Abacus Wealth Partners, LLC
DECREASED
Shares6,250 from 6,316
Change-66 (-1%)
Value$620.7K (+$20.1K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares6,226 from 6,221
Change+5 (+0%)
Value$618.3K (+$26.7K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares6,190 from 5,465
Change+725 (+13%)
Value$614.7K (+$95.1K)
Filed 2026-10-27
Purkiss Capital Advisors LLC
DECREASED
Shares6,153 from 6,507
Change-354 (-5%)
Value$611.1K (-$7.6K)
Filed 2026-11-06
Resonant Capital Advisors, LLC
INCREASED
Shares5,984 from 5,699
Change+285 (+5%)
Value$594.3K (+$52.4K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares5,953 from 5,504
Change+449 (+8%)
Value$591.2K (+$67.8K)
Filed 2026-10-27
Acorn Creek Capital LLC
DECREASED
Shares5,688 from 5,787
Change-99 (-2%)
Value$564.9K (+$14.7K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares5,647 from 7,309
Change-1,662 (-23%)
Value$556 (-$694.4K)
Filed 2026-11-05
V-Square Quantitative Management LLC
DECREASED
Shares5,646 from 5,901
Change-255 (-4%)
Value$560.7K (-$422)
Filed 2026-10-15
Marks Group Wealth Management, Inc
DECREASED
Shares5,530 from 7,297
Change-1,767 (-24%)
Value$549.2K (-$144.7K)
Filed 2026-11-05
Waters Parkerson & Co., LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$546.2K (+$23.2K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
DECREASED
Shares5,391 from 5,619
Change-228 (-4%)
Value$535.4K (+$1.1K)
Filed 2026-11-06
Florida Trust Wealth Management Co
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$525.3K (+$22.3K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,087 from 4,932
Change+155 (+3%)
Value$505.2K (+$36.2K)
Filed 2026-11-03
Seven Mile Advisory
DECREASED
Shares5,070 from 5,194
Change-124 (-2%)
Value$503.5K (+$9.6K)
Filed 2026-10-22
Moors & Cabot, Inc.
DECREASED
Shares5,021 from 5,041
Change-20 (0%)
Value$498.6K (+$19.3K)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares4,953 from 4,869
Change+84 (+2%)
Value$491.9K (+$28.9K)
Filed 2026-11-06
Old National Bancorp
INCREASED
Shares4,929 from 4,849
Change+80 (+2%)
Value$489.5K (+$28.4K)
Filed 2026-10-20
Seven Hills Financial, LLC
NEW
Shares4,841
Change+4,841
Value$480.8K
Filed 2026-10-13
Canopy Partners, LLC
DECREASED
Shares4,779 from 4,837
Change-58 (-1%)
Value$474.6K (+$14.7K)
Filed 2026-10-28
Foster Group, Inc.
DECREASED
Shares4,776 from 4,853
Change-77 (-2%)
Value$474.3K (+$12.8K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares4,488 from 3,953
Change+535 (+14%)
Value$445.7K (+$69.8K)
Filed 2026-10-23
Gallacher Capital Management LLC
DECREASED
Shares4,447 from 6,774
Change-2,327 (-34%)
Value$441.7K (-$202.5K)
Filed 2026-10-30
Cache Advisors, LLC
NEW
Shares4,364
Change+4,364
Value$433.4K
Filed 2026-10-16
D'Orazio & Associates, Inc.
INCREASED
Shares4,347 from 4,302
Change+45 (+1%)
Value$431.7K (+$22.6K)
Filed 2026-11-04
Nilsine Partners, LLC
DECREASED
Shares4,308 from 4,333
Change-25 (-1%)
Value$427.8K (+$15.8K)
Filed 2026-11-02
Contravisory Investment Management, Inc.
DECREASED
Shares4,253 from 4,714
Change-461 (-10%)
Value$422.4K (-$25.9K)
Filed 2026-10-13
Manske Wealth Management
DECREASED
Shares4,218 from 4,248
Change-30 (-1%)
Value$418.9K (+$14.9K)
Filed 2026-10-26
Certuity, LLC
DECREASED
Shares4,162 from 4,173
Change-11 (0%)
Value$413.3K (+$16.5K)
Filed 2026-11-02
Sunpointe, LLC
INCREASED
Shares4,143 from 3,965
Change+178 (+4%)
Value$411.4K (+$34.4K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares4,142 from 4,060
Change+82 (+2%)
Value$358.7K (-$62.3K)
Filed 2026-11-02
Euro Pacific Asset Management, LLC
NEW
Shares4,115
Change+4,115
Value$408.7K
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares4,101
Change+4,101
Value$407.3K
Filed 2026-11-04
Focused Alpha, LLC
INCREASED
Shares4,082 from 4,025
Change+57 (+1%)
Value$405.4K (+$22.6K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares4,070 from 3,757
Change+313 (+8%)
Value$404.2K (+$46.9K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares4,050 from 3,150
Change+900 (+29%)
Value$402.2K (+$102.7K)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares4,005 from 4,084
Change-79 (-2%)
Value$397.7K (+$9.4K)
Filed 2026-11-03
Weil Company, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$397.2K (+$16.9K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
INCREASED
Shares3,991 from 3,971
Change+20 (+1%)
Value$396.3K (+$18.7K)
Filed 2026-10-23
Klingman & Associates, LLC
INCREASED
Shares3,987 from 3,740
Change+247 (+7%)
Value$395.9K (+$40.3K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares3,953 from 3,981
Change-28 (-1%)
Value$392.6K (+$14.0K)
Filed 2026-10-22
Brucke Financial, Inc.
DECREASED
Shares3,947 from 4,778
Change-831 (-17%)
Value$392.0K (-$62.4K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares3,924 from 7,743
Change-3,819 (-49%)
Value$389.7K (-$346.6K)
Filed 2026-10-29
Integrated Advisors Network LLC
INCREASED
Shares3,862 from 3,639
Change+223 (+6%)
Value$383.5K (+$37.5K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares3,860 from 3,863
Change-3 (0%)
Value$383.3K (+$16.0K)
Filed 2026-11-04
Net Worth Advisory Group
DECREASED
Shares3,833 from 6,475
Change-2,642 (-41%)
Value$367.2K (-$248.5K)
Filed 2026-10-20
QP Wealth Management, LLC
NEW
Shares3,810
Change+3,810
Value$378.4K
Filed 2026-10-20
Symmetry Partners, LLC
INCREASED
Shares3,804 from 3,439
Change+365 (+11%)
Value$377.8K (+$50.8K)
Filed 2026-10-27
Fiduciary Financial Group, LLC
INCREASED
Shares3,782 from 2,632
Change+1,150 (+44%)
Value$375.6K (+$125.3K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
NEW
Shares3,684
Change+3,684
Value$365.9K
Filed 2026-10-21
Argyle Capital Management, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$362.5K (+$15.4K)
Filed 2026-10-28
Intergy Private Wealth, LLC
INCREASED
Shares3,620 from 3,519
Change+101 (+3%)
Value$359.5K (+$24.9K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares3,609 from 1,309
Change+2,300 (+176%)
Value$338.9K (+$214.4K)
Filed 2026-10-15
Angeles Wealth Management, LLC
INCREASED
Shares3,599 from 3,502
Change+97 (+3%)
Value$357.4K (+$24.4K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares3,584 from 3,544
Change+40 (+1%)
Value$355.9K (+$18.9K)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares3,527 from 3,588
Change-61 (-2%)
Value$350.3K (+$9.1K)
Filed 2026-10-14
William Blair Investment Management, LLC
NEW
Shares3,524
Change+3,524
Value$350.0K
Filed 2026-11-06
Founders Grove Wealth Partners, LLC
INCREASED
Shares3,508 from 3,388
Change+120 (+4%)
Value$348.4K (+$26.2K)
Filed 2026-10-16
Norden Group LLC
DECREASED
Shares3,448 from 3,874
Change-426 (-11%)
Value$342.4K (-$26.0K)
Filed 2026-10-20
Brookstone Capital Management
NEW
Shares3,444
Change+3,444
Value$342.1K
Filed 2026-10-22
Focus Financial Network, Inc.
UNCHANGED
Shares3,393 from 3,393
Change0 (0%)
Value$337.0K (+$14.3K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares3,381 from 2,264
Change+1,117 (+49%)
Value$335.8K (+$120.5K)
Filed 2026-10-26
August Group Capital Ltd
INCREASED
Shares3,372 from 3,304
Change+68 (+2%)
Value$334.9K (+$20.7K)
Filed 2026-10-14
Fulcrum Equity Management
UNCHANGED
Shares3,352 from 3,352
Change0 (0%)
Value$332.9K (+$14.1K)
Filed 2026-10-21
Syverson Strege & Co
INCREASED
Shares3,348 from 3,329
Change+19 (+1%)
Value$332.5K (+$15.9K)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares3,329 from 2,771
Change+558 (+20%)
Value$330.6K (+$67.1K)
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares3,294 from 2,689
Change+605 (+23%)
Value$327.1K (+$71.4K)
Filed 2026-10-27
Vontobel Holding Ltd.
UNCHANGED
Shares3,270 from 3,270
Change0 (0%)
Value$324.7K (+$13.8K)
Filed 2026-10-16
RBA Wealth Management, LLC
NEW
Shares3,240
Change+3,240
Value$321.8K
Filed 2026-10-28
HBK Sorce Advisory LLC
INCREASED
Shares3,237 from 3,221
Change+16 (+1%)
Value$285.1K (-$45.7K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,224 from 2,887
Change+337 (+12%)
Value$320.2K (+$45.7K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,214 from 2,401
Change+813 (+34%)
Value$319.2K (+$90.9K)
Filed 2026-10-08
Echo45 Advisors LLC
INCREASED
Shares3,111 from 3,047
Change+64 (+2%)
Value$309.0K (+$19.2K)
Filed 2026-10-07
Victory Financial Group, LLC
INCREASED
Shares3,028 from 3,006
Change+22 (+1%)
Value$300.7K (+$14.9K)
Filed 2026-10-27
Interchange Capital Partners, LLC
INCREASED
Shares3,014 from 2,958
Change+56 (+2%)
Value$299.3K (+$18.0K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
INCREASED
Shares2,958 from 2,565
Change+393 (+15%)
Value$293.8K (+$49.9K)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
NEW
Shares2,926
Change+2,926
Value$290.7K
Filed 2026-11-02
Midwest Trust Co
NEW
Shares2,888
Change+2,888
Value$286.8K
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares2,823 from 2,787
Change+36 (+1%)
Value$280.4K (+$15.4K)
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares2,821 from 4,685
Change-1,864 (-40%)
Value$280.2K (-$165.3K)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares2,778 from 2,959
Change-181 (-6%)
Value$275.9K (-$5.5K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,713 from 2,713
Change0 (0%)
Value$269.4K (+$11.4K)
Filed 2026-10-05
Facet Wealth, Inc.
INCREASED
Shares2,685 from 2,235
Change+450 (+20%)
Value$266.6K (+$54.1K)
Filed 2026-11-04
SVB Wealth LLC
DECREASED
Shares2,676 from 2,839
Change-163 (-6%)
Value$265.8K (-$4.2K)
Filed 2026-11-06
Inscription Capital, LLC
INCREASED
Shares2,674 from 2,629
Change+45 (+2%)
Value$265.6K (+$15.6K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares2,667 from 2,306
Change+361 (+16%)
Value$264.8K (+$45.5K)
Filed 2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,656 from 2,645
Change+11 (+0%)
Value$263.8K (+$12.3K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares2,655 from 2,395
Change+260 (+11%)
Value$263.7K (+$35.9K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
NEW
Shares2,653
Change+2,653
Value$263.5K
Filed 2026-10-13
Ariadne Wealth Management, LP
UNCHANGED
Shares2,612 from 2,612
Change0 (0%)
Value$259.4K (+$11.0K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares2,593 from 2,491
Change+102 (+4%)
Value$257.5K (+$20.6K)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares2,571 from 2,547
Change+24 (+1%)
Value$255.3K (+$13.1K)
Filed 2026-10-28
Prospect Financial Group LLC
DECREASED
Shares2,568 from 3,291
Change-723 (-22%)
Value$255.0K (-$57.9K)
Filed 2026-11-05
AlphaCore Capital LLC
NEW
Shares2,550
Change+2,550
Value$253.2K
Filed 2026-11-04
Hoxton Planning & Management, LLC
DECREASED
Shares2,546 from 2,823
Change-277 (-10%)
Value$252.8K (-$15.6K)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares2,542
Change+2,542
Value$253
Filed 2026-10-02
Avantax Planning Partners, Inc.
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$251.9K (+$10.7K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,530 from 2,445
Change+85 (+3%)
Value$251.3K (+$18.8K)
Filed 2026-10-19
Diversified Enterprises, LLC
INCREASED
Shares2,529 from 2,474
Change+55 (+2%)
Value$251.2K (+$15.9K)
Filed 2026-10-19
Tanager Wealth Management LLP
NEW
Shares2,506
Change+2,506
Value$248.9K
Filed 2026-10-19
Aviance Capital Partners, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$248.3K (+$10.6K)
Filed 2026-10-29
Acorn Financial Advisory Services Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$248.3K (+$10.6K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,445 from 2,339
Change+106 (+5%)
Value$242.8K (+$20.4K)
Filed 2026-10-30
SteelPeak Wealth, LLC
INCREASED
Shares2,426 from 2,355
Change+71 (+3%)
Value$240.9K (+$17.0K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
DECREASED
Shares2,420 from 2,528
Change-108 (-4%)
Value$240.3K (-$58)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
INCREASED
Shares2,411 from 2,299
Change+112 (+5%)
Value$239.4K (+$20.8K)
Filed 2026-10-20
Romano Brothers and Company
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$237.0K (+$10.1K)
Filed 2026-10-22
Everhart Financial Group, Inc.
INCREASED
Shares2,381 from 2,255
Change+126 (+6%)
Value$236.5K (+$22.0K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares2,333 from 1,832
Change+501 (+27%)
Value$231.7K (+$57.5K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares2,329 from 2,329
Change0 (0%)
Value$220.3K (-$8.0K)
Filed 2026-10-28
Scheeler Financial LLC
NEW
Shares2,321
Change+2,321
Value$230.5K
Filed 2026-10-13
Boltwood Capital Management
NEW
Shares2,300
Change+2,300
Value$228.4K
Filed 2026-10-02
Jcic Asset Management Inc.
DECREASED
Shares2,276 from 2,567
Change-291 (-11%)
Value$226.0K (+$14.3K)
Filed 2026-10-30
Baron Wealth Management LLC
NEW
Shares2,257
Change+2,257
Value$224.1K
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares2,245 from 2,267
Change-22 (-1%)
Value$222.9K (+$7.4K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares2,203 from 2,236
Change-33 (-1%)
Value$218.8K (+$6.1K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$211.6K (+$7.5K)
Filed 2026-10-29
RMR Wealth Builders
INCREASED
Shares2,126 from 2,124
Change+2 (+0%)
Value$211.1K (+$9.2K)
Filed 2026-10-22
Hardy Reed LLC
NEW
Shares2,124
Change+2,124
Value$210.9K
Filed 2026-11-06
Verdence Capital Advisors LLC
DECREASED
Shares2,055 from 2,114
Change-59 (-3%)
Value$204.1K (+$3.1K)
Filed 2026-10-26
Level Four Advisory Services, LLC
NEW
Shares2,040
Change+2,040
Value$202.6K
Filed 2026-11-06
Moody National Bank Trust Division
NEW
Shares2,033
Change+2,033
Value$201.9K
Filed 2026-10-06
FAI Advisors, Inc.
NEW
Shares2,015
Change+2,015
Value$200.1K
Filed 2026-10-27
Enterprise Financial Services Corp
NEW
Shares2,015
Change+2,015
Value$200.1K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares1,863
Change+1,863
Value$185.0K
Filed 2026-10-30
James T. Borello RIA
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$176.8K (+$7.5K)
Filed 2026-10-16
Grove Bank & Trust
INCREASED
Shares1,602 from 1,594
Change+8 (+1%)
Value$159.1K (+$7.5K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares1,564 from 1,404
Change+160 (+11%)
Value$155.3K (+$21.8K)
Filed 2026-11-05
UMB Bank, n.a.
INCREASED
Shares1,560 from 1,501
Change+59 (+4%)
Value$154.9K (+$12.2K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares1,553 from 1,439
Change+114 (+8%)
Value$154.2K (+$17.4K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares1,502
Change+1,502
Value$149.2K
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares1,476 from 1,315
Change+161 (+12%)
Value$146.6K (+$21.6K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares1,411 from 1,985
Change-574 (-29%)
Value$140.2K (-$48.5K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
DECREASED
Shares1,326 from 1,423
Change-97 (-7%)
Value$131.7K (-$3.6K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares1,322 from 1,146
Change+176 (+15%)
Value$131.3K (+$22.3K)
Filed 2026-10-27
FNY Investment Advisers, LLC
INCREASED
Shares1,230 from 100
Change+1,130 (+1130%)
Value$122 (+$113)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares1,138 from 893
Change+245 (+27%)
Value$113.0K (+$28.1K)
Filed 2026-10-20
Financial Management Professionals, Inc.
INCREASED
Shares1,132 from 1,058
Change+74 (+7%)
Value$112.4K (+$11.8K)
Filed 2026-10-23
Acropolis Investment Management, LLC
NEW
Shares1,039
Change+1,039
Value$103.2K
Filed 2026-10-08
City Holding Co
INCREASED
Shares1,027 from 700
Change+327 (+47%)
Value$102.0K (+$35.4K)
Filed 2026-10-19
Westside Investment Management, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$98.1K (+$1.1K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares1,007 from 900
Change+107 (+12%)
Value$100.0K (+$14.4K)
Filed 2026-10-13
Guardian Partners Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$99.3K (+$4.2K)
Filed 2026-10-21
Bayforest Capital Ltd
INCREASED
Shares927 from 117
Change+810 (+692%)
Value$92.1K (+$80.9K)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$84.9K (+$3.6K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares818 from 872
Change-54 (-6%)
Value$81.3K (-$1.7K)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares812 from 763
Change+49 (+6%)
Value$80.6K (+$8.1K)
Filed 2026-11-06
Berbice Capital Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$79.4K (+$3.4K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$78 (-$73.9K)
Filed 2026-10-16
West Financial Advisors, LLC
NEW
Shares739
Change+739
Value$73.4K
Filed 2026-10-22
StrongBox Wealth, LLC
INCREASED
Shares686 from 683
Change+3 (+0%)
Value$68.1K (+$3.2K)
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$67.2K (+$2.9K)
Filed 2026-10-14
Proathlete Wealth Management LLC
NEW
Shares606
Change+606
Value$60.2K
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares604 from 531
Change+73 (+14%)
Value$60.0K (+$9.5K)
Filed 2026-10-23
Summit Securities Group LLC
DECREASED
Shares600 from 1,400
Change-800 (-57%)
Value$59.6K (-$73.5K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares584 from 586
Change-2 (0%)
Value$58.0K (+$2.3K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares577 from 570
Change+7 (+1%)
Value$57.3K (+$3.1K)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$53.2K (+$2.3K)
Filed 2026-10-26
Bare Financial Services, Inc
INCREASED
Shares525 from 475
Change+50 (+11%)
Value$52.1K (+$7.0K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares523 from 416
Change+107 (+26%)
Value$51.9K (+$12.4K)
Filed 2026-10-19
Bell Investment Advisors, Inc
INCREASED
Shares459 from 405
Change+54 (+13%)
Value$45.6K (+$7.1K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares438 from 457
Change-19 (-4%)
Value$43.5K (-$3)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$41.3K (+$1.8K)
Filed 2026-11-06
Essential Partners LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$39.4K (+$1.7K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares375
Change+375
Value$37.2K
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares370 from 346
Change+24 (+7%)
Value$36.7K (+$3.8K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$36.4K (+$1.5K)
Filed 2026-10-07
Maseco LLP
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$32.7K (+$1.4K)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
NEW
Shares321
Change+321
Value$31.9K
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$27.4K (-$3.1K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares310 from 1,130
Change-820 (-73%)
Value$30.8K (-$76.7K)
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares289 from 231
Change+58 (+25%)
Value$28.7K (+$6.7K)
Filed 2026-10-29
Nfsg Corp
NEW
Shares283
Change+283
Value$28.1K
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares279
Change+279
Value$27.7K
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$27.3K (+$1.2K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares268 from 188
Change+80 (+43%)
Value$26.6K (+$8.7K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
INCREASED
Shares235 from 34
Change+201 (+591%)
Value$23.3K (+$20.1K)
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$23.1K (+$984)
Filed 2026-10-08
CX Institutional
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$22 (+$1)
Filed 2026-10-02
Zions Bancorporation, National Association
DECREASED
Shares222 from 223
Change-1 (0%)
Value$22.0K (+$842)
Filed 2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$22.0K (+$937)
Filed 2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$21.8K (+$928)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
DECREASED
Shares219 from 354
Change-135 (-38%)
Value$21.7K (-$11.9K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares218
Change+218
Value$21.7K
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares214 from 213
Change+1 (+0%)
Value$21.3K (+$999)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$21.3K (+$903)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares206
Change+206
Value$20.4K
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$20.2K (+$857)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares202
Change+202
Value$20.1K
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.9K (+$844)
Filed 2026-10-23
Valued Wealth Advisors LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$18.8K (+$797)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares178 from 167
Change+11 (+7%)
Value$17.7K (+$1.8K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares175 from 163
Change+12 (+7%)
Value$17.4K (+$1.9K)
Filed 2026-10-26
Fortitude Family Office, LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$16.8K (+$713)
Filed 2026-10-14
Roxbury Financial LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$16.7K (+$709)
Filed 2026-10-01
Planning Strategies Inc.
NEW
Shares153
Change+153
Value$15.2K
Filed 2026-10-02
American Capital Advisory, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$15.2K (+$646)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$14.7K (+$625)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$14.7K (+$625)
Filed 2026-10-20
North Star Investment Management Corp.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$14.5K (+$616)
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$14.2K (+$604)
Filed 2026-10-29
Independence Bank of Kentucky
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$13.5K (+$574)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares126 from 125
Change+1 (+1%)
Value$12.5K (+$591)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$11.9K (+$507)
Filed 2026-10-29
Downshift Financial, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$10.7K (+$455)
Filed 2026-10-13
Hager Investment Management Services, LLC
DECREASED
Shares103 from 112
Change-9 (-8%)
Value$10.2K (-$421)
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares100
Change+100
Value$9.9K
Filed 2026-10-29
Hoey Investments, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.9K (+$422)
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.9K (+$422)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.9K (+$422)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$9.7K (+$414)
Filed 2026-11-05
Friedenthal Financial
NEW
Shares96
Change+96
Value$9.5K
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$9.2K (+$393)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares90
Change+90
Value$8.9K
Filed 2026-10-09
Burk Holdings LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.7K (+$371)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares84
Change+84
Value$8.3K
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$8.3K (+$355)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.2K (+$389)
Filed 2026-11-05
Kozak & Associates, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.8K (-$746)
Filed 2026-10-29
Fiduciary Advisors, Inc.
NEW
Shares76
Change+76
Value$7.5K
Filed 2026-10-16
Trust Co
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.8K (+$287)
Filed 2026-10-09
Central Trust Co
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.8K (+$287)
Filed 2026-11-05
Ares Financial Consulting, LLC
NEW
Shares66
Change+66
Value$6.6K
Filed 2026-10-19
Winch Advisory Services, LLC
INCREASED
Shares61 from 60
Change+1 (+2%)
Value$6.0K (+$285)
Filed 2026-11-06
City State Bank
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.0K (+$254)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.0K (+$211)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.0K (+$211)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.0K (+$211)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.9K (+$207)
Filed 2026-10-05
Breakwater Investment Management
INCREASED
Shares48 from 21
Change+27 (+129%)
Value$4.8K (+$2.8K)
Filed 2026-10-20
Clean Yield Group
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.8K (+$203)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares46 from 40
Change+6 (+15%)
Value$4.6K (+$764)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares44 from 29
Change+15 (+52%)
Value$4.4K (+$1.6K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.4K (+$186)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.3K (+$184)
Filed 2026-10-16
Markowski Investments
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.3K (+$181)
Filed 2026-10-30
Oakworth Capital, Inc.
NEW
Shares39
Change+39
Value$3.9K
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.9K (+$164)
Filed 2026-11-02
Albion Financial Group
NEW
Shares36
Change+36
Value$3.6K
Filed 2026-10-21
Horizon Financial Services, LLC
DECREASED
Shares34 from 57
Change-23 (-40%)
Value$3.4K (-$2.0K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares34 from 52
Change-18 (-35%)
Value$3.4K (-$1.6K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares32
Change+32
Value$3.1K
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.2K (+$93)
Filed 2026-10-21
First Bancorp, Inc
NEW
Shares20
Change+20
Value$2.0K
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED
Shares20 from 10
Change+10 (+100%)
Value$2.0K (+$1.0K)
Filed 2026-10-14
Abound Wealth Management
DECREASED
Shares19 from 21
Change-2 (-10%)
Value$1.9K (-$110)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares17
Change+17
Value$1.7K
Filed 2026-10-27
Gilpin Wealth Management, LLC
NEW
Shares16
Change+16
Value$1.6K
Filed 2026-10-09
Noble Wealth Management PBC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.6K (+$68)
Filed 2026-10-01
Buck Wealth Strategies, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.5K (+$64)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-26
Rakuten Securities, Inc.
INCREASED
Shares12 from 1
Change+11 (+1100%)
Value$1.2K (+$1.1K)
Filed 2026-11-02
Mosley Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$945 (-$6)
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares7
Change+7
Value$695
Filed 2026-10-21
Godsey & Gibb, Inc
NEW
Shares6
Change+6
Value$596
Filed 2026-10-14
Decker Retirement Planning Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$627 (+$27)
Filed 2026-10-19
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (+$5)
Filed 2026-11-04
American Assets Investment Management, LLC
CLOSED
Shares0 from 166,918
Change-166,918 (-100%)
Value$0 (-$15.9M)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 14,129
Change-14,129 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Ignite Planners, LLC
CLOSED
Shares0 from 7,790
Change-7,790 (-100%)
Value$0 (-$740.9K)
Filed 2026-10-14
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 4,598
Change-4,598 (-100%)
Value$0 (-$437.2K)
Filed 2026-11-02
Seed Wealth Management, Inc.
CLOSED
Shares0 from 3,130
Change-3,130 (-100%)
Value$0 (-$297.6K)
Filed 2026-10-20
Diversified Trust Co
CLOSED
Shares0 from 2,970
Change-2,970 (-100%)
Value$0 (-$282.4K)
Filed 2026-11-06
Revisor Wealth Management LLC
CLOSED
Shares0 from 2,472
Change-2,472 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 2,436
Change-2,436 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-13
TL Private Wealth
CLOSED
Shares0 from 2,055
Change-2,055 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$65.5K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$62.9K)
Filed 2026-10-16
GFS Advisors, LLC
CLOSED
Shares0 from 372
Change-372 (-100%)
Value$0 (-$332.9K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-22
Robinswood Financial LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$25.3K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$19.3K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$7.6K)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-16
Caldwell Trust Co
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-30
Southern Michigan Bank & Trust
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-19
Toth Financial Advisory Corp
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$571)
Filed 2026-10-08
Tsfg, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 8,077,493
Change-8,077,493 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,658,007
Change-5,658,007 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,336,546
Change-4,336,546 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,012,114
Change-3,012,114 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,480,130
Change-2,480,130 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,399,615
Change-2,399,615 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,665,928
Change-1,665,928 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,283,561
Change-1,283,561 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,057,593
Change-1,057,593 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 716,556
Change-716,556 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 667,970
Change-667,970 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 605,426
Change-605,426 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 574,663
Change-574,663 (-100%)
Value—
UBS Group AG
N/A
Shares— from 463,366
Change-463,366 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 445,799
Change-445,799 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 441,900
Change-441,900 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 439,037
Change-439,037 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 438,944
Change-438,944 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 436,721
Change-436,721 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 433,579
Change-433,579 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 419,122
Change-419,122 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 413,625
Change-413,625 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 408,789
Change-408,789 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 397,504
Change-397,504 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 392,331
Change-392,331 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 342,206
Change-342,206 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 264,385
Change-264,385 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 251,966
Change-251,966 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 240,037
Change-240,037 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 235,463
Change-235,463 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 213,514
Change-213,514 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 212,178
Change-212,178 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 208,170
Change-208,170 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 200,940
Change-200,940 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 188,290
Change-188,290 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 174,752
Change-174,752 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 161,690
Change-161,690 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 158,284
Change-158,284 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 149,306
Change-149,306 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 147,954
Change-147,954 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 145,568
Change-145,568 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 140,755
Change-140,755 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 140,648
Change-140,648 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 133,031
Change-133,031 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 126,625
Change-126,625 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 125,086
Change-125,086 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 122,531
Change-122,531 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 120,855
Change-120,855 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 120,358
Change-120,358 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 118,360
Change-118,360 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 112,365
Change-112,365 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 107,448
Change-107,448 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 102,153
Change-102,153 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 98,141
Change-98,141 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 94,781
Change-94,781 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 92,143
Change-92,143 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 90,839
Change-90,839 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 87,615
Change-87,615 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 84,607
Change-84,607 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 82,060
Change-82,060 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 78,538
Change-78,538 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 77,340
Change-77,340 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,056
Change-77,056 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74,546
Change-74,546 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 72,877
Change-72,877 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 68,594
Change-68,594 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 65,586
Change-65,586 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 65,570
Change-65,570 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 65,562
Change-65,562 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 62,157
Change-62,157 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 59,033
Change-59,033 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 56,089
Change-56,089 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 52,903
Change-52,903 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 52,603
Change-52,603 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 50,430
Change-50,430 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 50,202
Change-50,202 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 49,984
Change-49,984 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 48,065
Change-48,065 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 46,403
Change-46,403 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,576
Change-40,576 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 40,030
Change-40,030 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 38,957
Change-38,957 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 38,467
Change-38,467 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 37,717
Change-37,717 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 37,215
Change-37,215 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 36,603
Change-36,603 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
&partners
N/A
Shares— from 35,756
Change-35,756 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 35,597
Change-35,597 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 34,585
Change-34,585 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 34,424
Change-34,424 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,412
Change-34,412 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 32,743
Change-32,743 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 32,664
Change-32,664 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 32,446
Change-32,446 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 32,191
Change-32,191 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 31,465
Change-31,465 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,332
Change-31,332 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 28,046
Change-28,046 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,951
Change-27,951 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 27,845
Change-27,845 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,827
Change-27,827 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 27,434
Change-27,434 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,396
Change-26,396 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 26,096
Change-26,096 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 25,807
Change-25,807 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 24,879
Change-24,879 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 24,818
Change-24,818 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,745
Change-24,745 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 24,167
Change-24,167 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 23,446
Change-23,446 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 23,013
Change-23,013 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,976
Change-21,976 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,581
Change-20,581 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 20,449
Change-20,449 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,406
Change-20,406 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,165
Change-20,165 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,022
Change-20,022 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,525
Change-19,525 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 18,588
Change-18,588 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 18,204
Change-18,204 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 17,993
Change-17,993 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 17,864
Change-17,864 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,224
Change-16,224 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 15,973
Change-15,973 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,819
Change-15,819 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 15,748
Change-15,748 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,431
Change-15,431 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 14,883
Change-14,883 (-100%)
Value—
State Street Corp
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 14,545
Change-14,545 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 14,039
Change-14,039 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 12,932
Change-12,932 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 12,687
Change-12,687 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 12,240
Change-12,240 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,981
Change-9,981 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 9,525
Change-9,525 (-100%)
Value—
Optas, LLC
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 9,008
Change-9,008 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 8,755
Change-8,755 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 8,504
Change-8,504 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,960
Change-7,960 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 7,772
Change-7,772 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,036
Change-6,036 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 945
Change-945 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 907
Change-907 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 564
Change-564 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 412
Change-412 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 381
Change-381 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 265
Change-265 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 208
Change-208 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 203
Change-203 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 180
Change-180 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 149
Change-149 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 115
Change-115 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Motco
N/A
Shares— from 111
Change-111 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 54
Change-54 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 46
Change-46 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 45
Change-45 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 29
Change-29 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1
Change-1 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
INCREASED18,835,35718,572,508+262,849+1%$1.8B$1.9B+$104.5M2026-11-06
Dimensional Fund Advisors LP
DECREASED9,537,5349,812,755-275,221-3%$933.1M$947.2M+$14.1M2026-11-04
Sanders Capital, LLC
DECREASED1,844,1072,632,430-788,323-30%$250.3M$183.1M-$67.2M2026-11-02
Cookson Peirce & Co Inc
DECREASED593,282594,134-8520%$56.5M$58.9M+$2.4M2026-10-30
Crossmark Global Holdings, Inc.
DECREASED418,296433,418-15,122-3%$41.2M$41.5M+$327.2K2026-10-21
LPL Financial LLC
INCREASED374,553370,766+3,787+1%$35.3M$37.2M+$1.9M2026-11-06
Bank of New York Mellon Corp
INCREASED351,086326,206+24,880+8%$31.0M$34.9M+$3.8M2026-11-05
Creative Planning
INCREASED324,502313,988+10,514+3%$29.9M$32.2M+$2.4M2026-11-02
ABC Arbitrage SA
INCREASED295,720283,637+12,083+4%$27.0M$29.4M+$2.4M2026-10-23
Ritholtz Wealth Management
INCREASED194,611188,863+5,748+3%$18.0M$19.3M+$1.4M2026-11-05
Ethic Inc.
INCREASED191,715174,381+17,334+10%$16.6M$19.0M+$2.5M2026-11-03
Russell Investments Group, Ltd.
INCREASED177,893115,369+62,524+54%$11.0M$17.7M+$6.7M2026-11-06
US Bancorp \de\
INCREASED158,014157,469+545+0%$15.0M$15.7M+$718.5K2026-11-05
Citigroup Inc
DECREASED134,482135,190-708-1%$12.9M$13.4M+$500.2K2026-11-04
Savant Capital, LLC
INCREASED103,32656,069+47,257+84%$5.7M$10.3M+$4.6M2026-11-06
Assetmark, Inc
INCREASED84,15070,855+13,295+19%$6.7M$8.4M+$1.6M2026-10-21
Truist Financial Corp
DECREASED82,77987,439-4,660-5%$8.3M$8.2M-$93.9K2026-10-30
PNC Financial Services Group, Inc.
INCREASED81,45577,459+3,996+5%$7.4M$8.1M+$723.7K2026-11-06
TD Waterhouse Canada Inc.
DECREASED81,152125,095-43,943-35%$12.0M$7.8M-$4.2M2026-10-16
Factory Mutual Insurance Co
UNCHANGED77,55277,55200%$7.4M$7.7M+$327.3K2026-10-30
Americana Partners, LLC
INCREASED75,67775,309+368+0%$7.2M$7.5M+$354.4K2026-10-28
Vise Technologies, Inc.
INCREASED75,50964,551+10,958+17%$6.1M$7.5M+$1.4M2026-10-29
Compound Planning, Inc.
DECREASED74,84779,278-4,431-6%$7.5M$7.4M-$105.6K2026-11-05
Hennessy Advisors Inc
UNCHANGED70,90070,90000%$6.7M$7.0M+$299.2K2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED63,52163,52100%$6.0M$6.0M$02026-10-15
Gradient Investments LLC
DECREASED60,73463,621-2,887-5%$6.0M$6.0M-$18.3K2026-10-08
Old Port Advisors
DECREASED59,19359,281-880%$5.6M$5.9M+$241.4K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED57,90748,890+9,017+18%$3.5M$4.0M+$500.5K2026-10-13
Signaturefd, LLC
DECREASED57,06957,080-110%$5.4M$5.7M+$239.7K2026-10-23
TrueMark Investments, LLC
INCREASED55,39748,065+7,332+15%$4.6M$5.5M+$931.0K2026-11-05
Keybank National Association
INCREASED52,29251,262+1,030+2%$4.9M$5.2M+$318.6K2026-11-04
Davenport & Co LLC
INCREASED46,80944,443+2,366+5%$4.2M$4.6M+$422.5K2026-10-14
Catalyst Capital Advisors LLC
DECREASED46,77547,850-1,075-2%$4.6M$4.6M+$95.2K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED46,35742,295+4,062+10%$4.1M$4.4M+$335.8K2026-11-04
Aaron Wealth Advisors LLC
INCREASED45,48843,514+1,974+5%$4.1M$4.5M+$379.7K2026-10-13
Prospera Financial Services Inc
INCREASED43,84429,125+14,719+51%$2.8M$3.7M+$976.0K2026-11-04
Park Avenue Securities LLC
DECREASED41,68441,888-2040%$4.0M$4.1K-$4.0M2026-10-26
Foresight Capital Management Advisors, Inc.
INCREASED37,37018,850+18,520+98%$1.8M$3.7M+$1.9M2026-10-27
Kathmere Capital Management, LLC
INCREASED35,50131,398+4,103+13%$3.0M$3.5M+$540.0K2026-10-20
Imc-Chicago, LLC
NEW34,741—+34,741——$3.5M—2026-11-05
MGO One Seven LLC
INCREASED32,37331,805+568+2%$3.0M$3.2M+$190.6K2026-10-28
Sowell Financial Services LLC
DECREASED32,21332,650-437-1%$3.1M$3.2M+$94.4K2026-10-23
Ted Buchan & Co
INCREASED31,84528,214+3,631+13%$2.7M$3.2M+$479.7K2026-10-23
Pittenger & Anderson Inc
NEW29,758—+29,758——$3.0M—2026-11-02
Choreo, LLC
DECREASED28,81629,032-216-1%$2.8M$2.9M+$101.1K2026-10-28
Evergreen Capital Management LLC
INCREASED28,76925,333+3,436+14%$2.4M$2.9M+$448.1K2026-10-23
LSV Asset Management
DECREASED28,74435,828-7,084-20%$3.4M$2.9K-$3.4M2026-11-06
CIBC Asset Management Inc
DECREASED28,57731,170-2,593-8%$2.9M$2.8M-$75.1K2026-11-05
FCG Investment Co
INCREASED28,28822,945+5,343+23%$2.2M$2.8M+$627.4K2026-10-13
LVW Advisors, LLC
INCREASED27,81525,234+2,581+10%$2.4M$2.8M+$362.8K2026-10-19
Quadrant Capital Group LLC
DECREASED26,79427,079-285-1%$2.6M$2.5M-$33.5K2026-10-20
Pzena Investment Management LLC
INCREASED25,60323,555+2,048+9%$2.2M$2.5M+$302.8K2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED25,52126,926-1,405-5%$2.6M$2.5M-$25.9K2026-11-02
Commonwealth Equity Services, LLC
DECREASED24,99626,165-1,169-4%$2.5M$2.5M-$5.7K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED24,84524,089+756+3%$2.3M$2.5M+$176.8K2026-10-22
Farther Finance Advisors, LLC
INCREASED24,67222,611+2,061+9%$2.2M$2.5M+$300.1K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED24,63027,982-3,352-12%$2.7M$2.4M-$214.8K2026-10-20
AGF Management LTD
DECREASED23,46625,396-1,930-8%$2.4M$2.3M-$84.5K2026-11-03
Mitchell & Pahl Private Wealth, LLC
INCREASED22,98722,722+265+1%$2.2M$2.3M+$122.2K2026-10-14
Wedbush Securities Inc
DECREASED22,94126,774-3,833-14%$2.5M$2.3K-$2.5M2026-10-22
Cornerstone Planning, LLC
INCREASED22,40722,281+126+1%$2.1M$2.2M+$41.1K2026-10-27
Aprio Wealth Management, LLC
INCREASED22,22821,870+358+2%$2.1M$2.2M+$127.8K2026-10-28
Oppenheimer & Co Inc
DECREASED21,51221,951-439-2%$2.1M$2.1M+$49.0K2026-10-26
Abel Hall, LLC
INCREASED20,43520,096+339+2%$1.9M$2.0M+$118.5K2026-10-19
Versant Capital Management, Inc
INCREASED19,52619,118+408+2%$1.8M$1.9M+$121.2K2026-10-02
D.A. Davidson & Co.
INCREASED19,43719,379+58+0%$1.8M$1.9M+$87.5K2026-10-28
Gamma Investing LLC
INCREASED19,30717,390+1,917+11%$1.7M$1.9M+$263.8K2026-10-08
Atria Investments, Inc
DECREASED19,22919,652-423-2%$1.9M$1.9M+$40.9K2026-10-15
SBI Securities Co., Ltd.
INCREASED18,38217,491+891+5%$1.7M$1.8M+$162.3K2026-10-22
Merit Financial Group, LLC
INCREASED18,16617,681+485+3%$1.7M$1.8M+$122.7K2026-11-06
HB Wealth Management, LLC
INCREASED18,01116,887+1,124+7%$1.6M$1.8M+$182.8K2026-10-23
PDS Planning, Inc
INCREASED17,15417,023+131+1%$1.6M$1.7M+$84.8K2026-11-03
Parallel Advisors, LLC
INCREASED16,77316,074+699+4%$1.5M$1.7M+$137.2K2026-11-03
Soltis Investment Advisors LLC
INCREASED16,77015,721+1,049+7%$1.5M$1.7M+$170.6K2026-10-28
Henry James International Management Inc.
INCREASED16,73216,027+705+4%$1.5M$1.7M+$137.6K2026-10-14
Frank, Rimerman Advisors LLC
INCREASED16,70116,391+310+2%$1.6M$1.7M+$100.0K2026-10-16
Barclays PLC
INCREASED16,6532,059+14,594+709%$195.8K$1.7M+$1.5M2026-11-06
Profund Advisors LLC
INCREASED15,89014,181+1,709+12%$1.3M$1.6M+$229.6K2026-10-29
Themes Management Co LLC
INCREASED15,38210,367+5,015+48%$985.8K$1.5M+$541.8K2026-10-29
Fiera Capital Corp
INCREASED15,36614,066+1,300+9%$1.3M$1.5M+$188.5K2026-11-06
Nations Financial Group Inc,
INCREASED15,02714,905+122+1%$1.4M$1.5M+$75.0K2026-11-05
Greenleaf Trust
DECREASED15,01717,284-2,267-13%$1.6M$1.5M-$152.2K2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED14,43013,453+977+7%$1.3M$1.3M+$17.7K2026-10-13
Founders Financial Securities LLC
DECREASED14,38814,959-571-4%$1.4M$1.4M+$6.4K2026-10-28
Gryphon Financial Partners LLC
INCREASED14,36513,823+542+4%$1.3M$1.4M+$112.2K2026-11-04
Ascent Group, LLC
INCREASED14,24613,647+599+4%$1.3M$1.4M+$117.1K2026-10-30
May Hill Capital, LLC
INCREASED14,07913,602+477+4%$1.3M$1.4M+$104.8K2026-11-03
Deutsche Bank Ag\
DECREASED13,91614,030-114-1%$1.3M$1.4M+$47.9K2026-11-06
Cherokee Insurance Co
UNCHANGED13,54513,54500%$1.3M$1.3M+$57.2K2026-11-05
Trust Point Inc.
UNCHANGED13,42113,42100%$1.3M$1.3M+$56.6K2026-10-27
Signal Advisors Wealth, LLC
NEW13,346—+13,346——$1.3M—2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED13,03312,334+699+6%$1.2M$1.3M+$121.5K2026-10-19
Lester Murray Antman dba SimplyRich
DECREASED13,00748,742-35,735-73%$1.2M$1.3M+$55.9K2026-11-06
Henshaw Capital LLC
UNCHANGED12,88012,88000%$1.2M$1.3M+$54.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED12,72214,126-1,404-10%$1.3M$1.3K-$1.3M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
NEW12,412—+12,412——$1.2M—2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED12,37513,037-662-5%$1.2M$1.2M-$10.7K2026-10-22
Sage Rhino Capital LLC
DECREASED12,09212,540-448-4%$1.2M$1.2M+$8.4K2026-10-28
Oppenheimer Asset Management Inc.
DECREASED12,05814,755-2,697-18%$1.4M$1.2M-$205.6K2026-10-27
Everest Financial Group LLC
DECREASED11,93612,067-131-1%$1.1M$1.2M+$37.9K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED11,82912,187-358-3%$1.2M$1.2M+$15.9K2026-11-06
Dynamic Advisor Solutions LLC
INCREASED11,5987,330+4,268+58%$697.0K$1.2M+$454.8K2026-10-13
Delta Financial Advisors LLC
INCREASED11,57911,534+45+0%$1.1M$1.1M+$53.1K2026-10-27
Cordatus Wealth Management LLC
INCREASED11,57611,425+151+1%$1.1M$1.1M+$63.2K2026-10-19
Lido Advisors, LLC
INCREASED11,32910,052+1,277+13%$956.0K$1.1M+$169.2K2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED10,87811,194-316-3%$1.1M$1.1M+$15.9K2026-10-09
First Command Advisory Services, Inc.
INCREASED10,7543,538+7,216+204%$336.4K$1.1M+$731.6K2026-11-05
Traveka Wealth, LLC
INCREASED10,75010,132+618+6%$963.5K$1.1M+$104.1K2026-10-19
Xponance LLC
INCREASED10,4989,158+1,340+15%$870.8K$1.0M+$171.7K2026-11-03
Ascentis Independent Advisors
NEW10,431—+10,431——$1.0M—2026-11-03
Five Oceans Advisors
UNCHANGED10,36110,36100%$985.2K$1.0M+$43.7K2026-10-22
Greenspring Advisors, LLC
INCREASED10,3385,078+5,260+104%$482.9K$1.0M+$543.7K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED10,33411,859-1,525-13%$1.1M$1.0M-$101.4K2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED10,27510,263+12+0%$975.9K$1.0M+$44.5K2026-10-27
71 West Capital Partners
DECREASED10,22310,234-110%$973.2K$1.0M+$42.1K2026-11-04
Kestra Advisory Services, LLC
INCREASED9,9655,186+4,779+92%$493.1K$989.6K+$496.5K2026-11-02
Clearstead Advisors, LLC
INCREASED9,8649,765+99+1%$928.6K$979.4K+$50.9K2026-11-06
Westover Capital Advisors, LLC
INCREASED9,7769,313+463+5%$885.6K$970.9K+$85.3K2026-10-26
SeaBridge Investment Advisors LLC
UNCHANGED9,5299,52900%$906.1K$946.3K+$40.2K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED9,4958,001+1,494+19%$760.8K$943.0K+$182.2K2026-11-04
South Shore Capital Advisors
INCREASED9,4258,550+875+10%$813.0K$936.0K+$123.0K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED9,0138,329+684+8%$792.0K$894.8K+$102.8K2026-11-05
Perigon Wealth Management, LLC
INCREASED8,9468,494+452+5%$807.7K$888.4K+$80.7K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED8,9248,923+1+0%$848.5K$886.3K+$37.8K2026-11-05
55 North Private Wealth, LLC
INCREASED8,9108,794+116+1%$836.2K$884.9K+$48.6K2026-10-20
Riversedge Advisors, LLC
INCREASED8,5207,868+652+8%$748.2K$846.1K+$98.0K2026-10-09
First Affirmative Financial Network
NEW8,075—+8,075——$801.9K—2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED8,0008,00000%$760.7K$794.5K+$33.8K2026-10-23
HUB Investment Partners, LLC
INCREASED7,9837,010+973+14%$666.6K$792.8K+$126.2K2026-11-03
Larry Mathis Financial Planning, LLC
DECREASED7,9568,506-550-6%$808.8K$790.1K-$18.7K2026-10-26
Anchyra Partners LLC
INCREASED7,9256,673+1,252+19%$634.5K$787.0K+$152.5K2026-10-13
Monument Capital Management
INCREASED7,6927,636+56+1%$726.1K$763.9K+$37.8K2026-10-09
Summit Global Investments
INCREASED7,6297,323+306+4%$696.0K$758-$695.2K2026-10-28
Tepp RIA, LLC
DECREASED7,5477,877-330-4%$749.0K$749.5K+$4702026-10-14
Wealthstar Advisors, LLC
DECREASED7,3747,501-127-2%$713.3K$732.3K+$19.1K2026-10-19
Crumly & Associates Inc.
INCREASED7,2877,097+190+3%$674.9K$723.7K+$48.8K2026-10-07
Courier Capital LLC
UNCHANGED7,2667,26600%$690.9K$721.6K+$30.7K2026-10-19
Yousif Capital Management, LLC
DECREASED7,2437,423-180-2%$705.9K$719.3K+$13.4K2026-10-22
Wedmont Private Capital
INCREASED7,2387,127+111+2%$706.2K$670.3K-$35.9K2026-10-09
Portside Wealth Group, LLC
DECREASED7,1737,576-403-5%$720.4K$712.4K-$8.1K2026-10-20
Mission Wealth Management, LP
DECREASED7,12610,521-3,395-32%$1.0M$707.6K-$292.8K2026-10-15
Allworth Financial LP
INCREASED7,0216,978+43+1%$663.5K$667.6K+$4.1K2026-11-06
Rational Advisors, Inc.
DECREASED7,0208,035-1,015-13%$764.0K$697.2K-$66.9K2026-11-02
Cromwell Holdings LLC
UNCHANGED6,9676,96700%$662.5K$691.9K+$29.4K2026-10-28
Carter Financial Group, Inc.
INCREASED6,6324,746+1,886+40%$451.3K$658.6K+$207.3K2026-10-21
Brighton Jones LLC
INCREASED6,5696,111+458+7%$581.1K$652.4K+$71.3K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED6,5177,282-765-11%$692.4K$647.2K-$45.3K2026-10-26
XXI Wealth, LLC
INCREASED6,5006,064+436+7%$576.6K$645.5K+$68.9K2026-10-22
SYM Financial Corp
INCREASED6,4846,136+348+6%$583.5K$643.9K+$60.4K2026-10-26
Diversify Advisory Services, LLC
INCREASED6,4055,859+546+9%$609.1K$605.5K-$3.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,4055,859+546+9%$609.1K$605.5K-$3.6K2026-10-20
Natural Investments, LLC
INCREASED6,3656,344+21+0%$603.0K$632.1K+$29.1K2026-11-06
Gibbs Wealth Management
INCREASED6,3515,233+1,118+21%$497.6K$630.7K+$133.1K2026-10-22
Abacus Wealth Partners, LLC
DECREASED6,2506,316-66-1%$600.6K$620.7K+$20.1K2026-11-03
Valeo Financial Advisors, LLC
INCREASED6,2266,221+5+0%$591.6K$618.3K+$26.7K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED6,1905,465+725+13%$519.7K$614.7K+$95.1K2026-10-27
Purkiss Capital Advisors LLC
DECREASED6,1536,507-354-5%$618.7K$611.1K-$7.6K2026-11-06
Resonant Capital Advisors, LLC
INCREASED5,9845,699+285+5%$541.9K$594.3K+$52.4K2026-10-15
Crestwood Advisors Group, LLC
INCREASED5,9535,504+449+8%$523.4K$591.2K+$67.8K2026-10-27
Acorn Creek Capital LLC
DECREASED5,6885,787-99-2%$550.3K$564.9K+$14.7K2026-11-05
Thrivent Financial for Lutherans
DECREASED5,6477,309-1,662-23%$695.0K$556-$694.4K2026-11-05
V-Square Quantitative Management LLC
DECREASED5,6465,901-255-4%$561.1K$560.7K-$4222026-10-15
Marks Group Wealth Management, Inc
DECREASED5,5307,297-1,767-24%$693.9K$549.2K-$144.7K2026-11-05
Waters Parkerson & Co., LLC
UNCHANGED5,5005,50000%$523.0K$546.2K+$23.2K2026-11-04
Earned Wealth Advisors, LLC
DECREASED5,3915,619-228-4%$534.3K$535.4K+$1.1K2026-11-06
Florida Trust Wealth Management Co
UNCHANGED5,2895,28900%$502.9K$525.3K+$22.3K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED5,0874,932+155+3%$469.0K$505.2K+$36.2K2026-11-03
Seven Mile Advisory
DECREASED5,0705,194-124-2%$493.9K$503.5K+$9.6K2026-10-22
Moors & Cabot, Inc.
DECREASED5,0215,041-200%$479.3K$498.6K+$19.3K2026-11-06
Werba Rubin Papier Wealth Management
INCREASED4,9534,869+84+2%$463.0K$491.9K+$28.9K2026-11-06
Old National Bancorp
INCREASED4,9294,849+80+2%$461.1K$489.5K+$28.4K2026-10-20
Seven Hills Financial, LLC
NEW4,841—+4,841——$480.8K—2026-10-13
Canopy Partners, LLC
DECREASED4,7794,837-58-1%$460.0K$474.6K+$14.7K2026-10-28
Foster Group, Inc.
DECREASED4,7764,853-77-2%$461.5K$474.3K+$12.8K2026-10-13
Simplicity Wealth,LLC
INCREASED4,4883,953+535+14%$375.9K$445.7K+$69.8K2026-10-23
Gallacher Capital Management LLC
DECREASED4,4476,774-2,327-34%$644.1K$441.7K-$202.5K2026-10-30
Cache Advisors, LLC
NEW4,364—+4,364——$433.4K—2026-10-16
D'Orazio & Associates, Inc.
INCREASED4,3474,302+45+1%$409.1K$431.7K+$22.6K2026-11-04
Nilsine Partners, LLC
DECREASED4,3084,333-25-1%$412.0K$427.8K+$15.8K2026-11-02
Contravisory Investment Management, Inc.
DECREASED4,2534,714-461-10%$448.3K$422.4K-$25.9K2026-10-13
Manske Wealth Management
DECREASED4,2184,248-30-1%$403.9K$418.9K+$14.9K2026-10-26
Certuity, LLC
DECREASED4,1624,173-110%$396.8K$413.3K+$16.5K2026-11-02
Sunpointe, LLC
INCREASED4,1433,965+178+4%$377.0K$411.4K+$34.4K2026-10-22
Sovran Advisors, LLC
INCREASED4,1424,060+82+2%$421.0K$358.7K-$62.3K2026-11-02
Euro Pacific Asset Management, LLC
NEW4,115—+4,115——$408.7K—2026-11-03
Rose Capital Advisors LLC
NEW4,101—+4,101——$407.3K—2026-11-04
Focused Alpha, LLC
INCREASED4,0824,025+57+1%$382.7K$405.4K+$22.6K2026-10-20
Avior Wealth Management, LLC
INCREASED4,0703,757+313+8%$357.3K$404.2K+$46.9K2026-10-13
Partners Wealth Management, LLC
INCREASED4,0503,150+900+29%$299.5K$402.2K+$102.7K2026-10-28
180 Wealth Advisors, LLC
DECREASED4,0054,084-79-2%$388.4K$397.7K+$9.4K2026-11-03
Weil Company, Inc.
UNCHANGED4,0004,00000%$380.4K$397.2K+$16.9K2026-10-14
Samalin Investment Counsel, LLC
INCREASED3,9913,971+20+1%$377.6K$396.3K+$18.7K2026-10-23
Klingman & Associates, LLC
INCREASED3,9873,740+247+7%$355.6K$395.9K+$40.3K2026-10-20
Manchester Capital Management LLC
DECREASED3,9533,981-28-1%$378.6K$392.6K+$14.0K2026-10-22
Brucke Financial, Inc.
DECREASED3,9474,778-831-17%$454.3K$392.0K-$62.4K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED3,9247,743-3,819-49%$736.3K$389.7K-$346.6K2026-10-29
Integrated Advisors Network LLC
INCREASED3,8623,639+223+6%$346.0K$383.5K+$37.5K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED3,8603,863-30%$367.3K$383.3K+$16.0K2026-11-04
Net Worth Advisory Group
DECREASED3,8336,475-2,642-41%$615.7K$367.2K-$248.5K2026-10-20
QP Wealth Management, LLC
NEW3,810—+3,810——$378.4K—2026-10-20
Symmetry Partners, LLC
INCREASED3,8043,439+365+11%$327.0K$377.8K+$50.8K2026-10-27
Fiduciary Financial Group, LLC
INCREASED3,7822,632+1,150+44%$250.3K$375.6K+$125.3K2026-10-13
Axxcess Wealth Management, LLC
NEW3,684—+3,684——$365.9K—2026-10-21
Argyle Capital Management, LLC
UNCHANGED3,6503,65000%$347.1K$362.5K+$15.4K2026-10-28
Intergy Private Wealth, LLC
INCREASED3,6203,519+101+3%$334.6K$359.5K+$24.9K2026-10-16
AdvisorNet Financial, Inc
INCREASED3,6091,309+2,300+176%$124.5K$338.9K+$214.4K2026-10-15
Angeles Wealth Management, LLC
INCREASED3,5993,502+97+3%$333.0K$357.4K+$24.4K2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED3,5843,544+40+1%$337.0K$355.9K+$18.9K2026-11-04
First Citizens Bank & Trust Co
DECREASED3,5273,588-61-2%$341.2K$350.3K+$9.1K2026-10-14
William Blair Investment Management, LLC
NEW3,524—+3,524——$350.0K—2026-11-06
Founders Grove Wealth Partners, LLC
INCREASED3,5083,388+120+4%$322.2K$348.4K+$26.2K2026-10-16
Norden Group LLC
DECREASED3,4483,874-426-11%$368.4K$342.4K-$26.0K2026-10-20
Brookstone Capital Management
NEW3,444—+3,444——$342.1K—2026-10-22
Focus Financial Network, Inc.
UNCHANGED3,3933,39300%$322.6K$337.0K+$14.3K2026-10-14
Indivisible Partners
INCREASED3,3812,264+1,117+49%$215.3K$335.8K+$120.5K2026-10-26
August Group Capital Ltd
INCREASED3,3723,304+68+2%$314.2K$334.9K+$20.7K2026-10-14
Fulcrum Equity Management
UNCHANGED3,3523,35200%$318.7K$332.9K+$14.1K2026-10-21
Syverson Strege & Co
INCREASED3,3483,329+19+1%$316.6K$332.5K+$15.9K2026-11-02
TD Private Client Wealth LLC
INCREASED3,3292,771+558+20%$263.5K$330.6K+$67.1K2026-10-28
VestGen Advisors, LLC
INCREASED3,2942,689+605+23%$255.7K$327.1K+$71.4K2026-10-27
Vontobel Holding Ltd.
UNCHANGED3,2703,27000%$310.9K$324.7K+$13.8K2026-10-16
RBA Wealth Management, LLC
NEW3,240—+3,240——$321.8K—2026-10-28
HBK Sorce Advisory LLC
INCREASED3,2373,221+16+1%$330.7K$285.1K-$45.7K2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED3,2242,887+337+12%$274.5K$320.2K+$45.7K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED3,2142,401+813+34%$228.3K$319.2K+$90.9K2026-10-08
Echo45 Advisors LLC
INCREASED3,1113,047+64+2%$289.7K$309.0K+$19.2K2026-10-07
Victory Financial Group, LLC
INCREASED3,0283,006+22+1%$285.8K$300.7K+$14.9K2026-10-27
Interchange Capital Partners, LLC
INCREASED3,0142,958+56+2%$281.3K$299.3K+$18.0K2026-10-28
Legacy Wealth Partners, LLC
INCREASED2,9582,565+393+15%$243.9K$293.8K+$49.9K2026-10-15
Adell Harriman & Carpenter Inc
NEW2,926—+2,926——$290.7K—2026-11-02
Midwest Trust Co
NEW2,888—+2,888——$286.8K—2026-10-22
Magnus Financial Group LLC
INCREASED2,8232,787+36+1%$265.0K$280.4K+$15.4K2026-10-21
Avestar Capital, LLC
DECREASED2,8214,685-1,864-40%$445.5K$280.2K-$165.3K2026-10-28
Regions Financial Corp
DECREASED2,7782,959-181-6%$281.4K$275.9K-$5.5K2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED2,7132,71300%$258.0K$269.4K+$11.4K2026-10-05
Facet Wealth, Inc.
INCREASED2,6852,235+450+20%$212.5K$266.6K+$54.1K2026-11-04
SVB Wealth LLC
DECREASED2,6762,839-163-6%$270.0K$265.8K-$4.2K2026-11-06
Inscription Capital, LLC
INCREASED2,6742,629+45+2%$250.0K$265.6K+$15.6K2026-11-02
Summit Wealth Group LLC / Co
INCREASED2,6672,306+361+16%$219.3K$264.8K+$45.5K2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED2,6562,645+11+0%$251.5K$263.8K+$12.3K2026-11-04
Apollon Wealth Management, LLC
INCREASED2,6552,395+260+11%$227.7K$263.7K+$35.9K2026-10-23
SAX Wealth Advisors, LLC
NEW2,653—+2,653——$263.5K—2026-10-13
Ariadne Wealth Management, LP
UNCHANGED2,6122,61200%$248.4K$259.4K+$11.0K2026-11-06
Nisa Investment Advisors, LLC
INCREASED2,5932,491+102+4%$236.9K$257.5K+$20.6K2026-10-20
Modera Wealth Management, LLC
INCREASED2,5712,547+24+1%$242.2K$255.3K+$13.1K2026-10-28
Prospect Financial Group LLC
DECREASED2,5683,291-723-22%$312.9K$255.0K-$57.9K2026-11-05
AlphaCore Capital LLC
NEW2,550—+2,550——$253.2K—2026-11-04
Hoxton Planning & Management, LLC
DECREASED2,5462,823-277-10%$268.4K$252.8K-$15.6K2026-10-15
Polaris Financial Partners
NEW2,542—+2,542——$253—2026-10-02
Avantax Planning Partners, Inc.
UNCHANGED2,5362,53600%$241.1K$251.9K+$10.7K2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED2,5302,445+85+3%$232.5K$251.3K+$18.8K2026-10-19
Diversified Enterprises, LLC
INCREASED2,5292,474+55+2%$235.3K$251.2K+$15.9K2026-10-19
Tanager Wealth Management LLP
NEW2,506—+2,506——$248.9K—2026-10-19
Aviance Capital Partners, LLC
UNCHANGED2,5002,50000%$237.7K$248.3K+$10.6K2026-10-29
Acorn Financial Advisory Services Inc
UNCHANGED2,5002,50000%$237.7K$248.3K+$10.6K2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED2,4452,339+106+5%$222.4K$242.8K+$20.4K2026-10-30
SteelPeak Wealth, LLC
INCREASED2,4262,355+71+3%$224.0K$240.9K+$17.0K2026-10-16
Braun-Bostich & Associates Inc.
DECREASED2,4202,528-108-4%$240.4K$240.3K-$582026-10-20
Owl Creek Wealth Partners LLC
INCREASED2,4112,299+112+5%$218.6K$239.4K+$20.8K2026-10-20
Romano Brothers and Company
UNCHANGED2,3862,38600%$226.9K$237.0K+$10.1K2026-10-22
Everhart Financial Group, Inc.
INCREASED2,3812,255+126+6%$214.4K$236.5K+$22.0K2026-10-08
Fifth Third Bancorp
INCREASED2,3331,832+501+27%$174.2K$231.7K+$57.5K2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED2,3292,32900%$228.3K$220.3K-$8.0K2026-10-28
Scheeler Financial LLC
NEW2,321—+2,321——$230.5K—2026-10-13
Boltwood Capital Management
NEW2,300—+2,300——$228.4K—2026-10-02
Jcic Asset Management Inc.
DECREASED2,2762,567-291-11%$211.8K$226.0K+$14.3K2026-10-30
Baron Wealth Management LLC
NEW2,257—+2,257——$224.1K—2026-10-27
Daymark Wealth Partners, LLC
DECREASED2,2452,267-22-1%$215.5K$222.9K+$7.4K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED2,2032,236-33-1%$212.7K$218.8K+$6.1K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED2,1312,13100%$204.2K$211.6K+$7.5K2026-10-29
RMR Wealth Builders
INCREASED2,1262,124+2+0%$201.9K$211.1K+$9.2K2026-10-22
Hardy Reed LLC
NEW2,124—+2,124——$210.9K—2026-11-06
Verdence Capital Advisors LLC
DECREASED2,0552,114-59-3%$201.0K$204.1K+$3.1K2026-10-26
Level Four Advisory Services, LLC
NEW2,040—+2,040——$202.6K—2026-11-06
Moody National Bank Trust Division
NEW2,033—+2,033——$201.9K—2026-10-06
FAI Advisors, Inc.
NEW2,015—+2,015——$200.1K—2026-10-27
Enterprise Financial Services Corp
NEW2,015—+2,015——$200.1K—2026-11-03
Provenance Wealth Advisors, LLC
NEW1,863—+1,863——$185.0K—2026-10-30
James T. Borello RIA
UNCHANGED1,7801,78000%$169.3K$176.8K+$7.5K2026-10-16
Grove Bank & Trust
INCREASED1,6021,594+8+1%$151.6K$159.1K+$7.5K2026-10-08
Larson Financial Group LLC
INCREASED1,5641,404+160+11%$133.5K$155.3K+$21.8K2026-11-05
UMB Bank, n.a.
INCREASED1,5601,501+59+4%$142.7K$154.9K+$12.2K2026-11-06
IFP Advisors, Inc
INCREASED1,5531,439+114+8%$136.8K$154.2K+$17.4K2026-10-16
Root Financial Partners, LLC
NEW1,502—+1,502——$149.2K—2026-10-21
Blue Trust, Inc.
INCREASED1,4761,315+161+12%$125.0K$146.6K+$21.6K2026-10-15
CoreCap Advisors, LLC
DECREASED1,4111,985-574-29%$188.7K$140.2K-$48.5K2026-10-08
JFS Wealth Advisors, LLC
DECREASED1,3261,423-97-7%$135.3K$131.7K-$3.6K2026-11-03
Parkside Financial Bank & Trust
INCREASED1,3221,146+176+15%$109.0K$131.3K+$22.3K2026-10-27
FNY Investment Advisers, LLC
INCREASED1,230100+1,130+1130%$9$122+$1132026-10-16
Private Trust Co NA
INCREASED1,138893+245+27%$84.9K$113.0K+$28.1K2026-10-20
Financial Management Professionals, Inc.
INCREASED1,1321,058+74+7%$100.6K$112.4K+$11.8K2026-10-23
Acropolis Investment Management, LLC
NEW1,039—+1,039——$103.2K—2026-10-08
City Holding Co
INCREASED1,027700+327+47%$66.6K$102.0K+$35.4K2026-10-19
Westside Investment Management, Inc.
UNCHANGED1,0201,02000%$97.0K$98.1K+$1.1K2026-11-02
True Wealth Design, LLC
INCREASED1,007900+107+12%$85.6K$100.0K+$14.4K2026-10-13
Guardian Partners Inc.
UNCHANGED1,0001,00000%$95.1K$99.3K+$4.2K2026-10-21
Bayforest Capital Ltd
INCREASED927117+810+692%$11.1K$92.1K+$80.9K2026-11-03
Spire Wealth Management
UNCHANGED85585500%$81.3K$84.9K+$3.6K2026-10-30
Silver Grove Financial Group, Inc.
DECREASED818872-54-6%$82.9K$81.3K-$1.7K2026-11-05
Addison Advisors LLC
INCREASED812763+49+6%$72.6K$80.6K+$8.1K2026-11-06
Berbice Capital Management LLC
UNCHANGED80080000%$76.1K$79.4K+$3.4K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED78378300%$74.0K$78-$73.9K2026-10-16
West Financial Advisors, LLC
NEW739—+739——$73.4K—2026-10-22
StrongBox Wealth, LLC
INCREASED686683+3+0%$64.9K$68.1K+$3.2K2026-11-02
Mather Group, Llc.
UNCHANGED67767700%$64.4K$67.2K+$2.9K2026-10-14
Proathlete Wealth Management LLC
NEW606—+606——$60.2K—2026-10-15
Financial Consulate, Inc
INCREASED604531+73+14%$50.5K$60.0K+$9.5K2026-10-23
Summit Securities Group LLC
DECREASED6001,400-800-57%$133.1K$59.6K-$73.5K2026-11-05
Cape Investment Advisory, Inc.
DECREASED584586-20%$55.7K$58.0K+$2.3K2026-10-13
Triumph Capital Management
INCREASED577570+7+1%$54.2K$57.3K+$3.1K2026-10-14
SJS Investment Consulting Inc.
UNCHANGED53653600%$51.0K$53.2K+$2.3K2026-10-26
Bare Financial Services, Inc
INCREASED525475+50+11%$45.2K$52.1K+$7.0K2026-11-04
Highline Wealth Partners LLC
INCREASED523416+107+26%$39.6K$51.9K+$12.4K2026-10-19
Bell Investment Advisors, Inc
INCREASED459405+54+13%$38.5K$45.6K+$7.1K2026-10-29
Lanark Financial, Inc.
DECREASED438457-19-4%$43.5K$43.5K-$32026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED41641600%$39.6K$41.3K+$1.8K2026-11-06
Essential Partners LLC
UNCHANGED39739700%$37.8K$39.4K+$1.7K2026-10-14
Heritage Family Offices, LLP
NEW375—+375——$37.2K—2026-11-02
Physician Wealth Advisors, Inc.
INCREASED370346+24+7%$32.9K$36.7K+$3.8K2026-10-20
Retirement Wealth Solutions LLC
UNCHANGED36736700%$34.9K$36.4K+$1.5K2026-10-07
Maseco LLP
UNCHANGED32932900%$31.3K$32.7K+$1.4K2026-10-27
Prudent Man Investment Management, Inc.
NEW321—+321——$31.9K—2026-11-03
Fairscale Capital, LLC
UNCHANGED32132100%$30.5K$27.4K-$3.1K2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED3101,130-820-73%$107.5K$30.8K-$76.7K2026-10-07
Signature Equity Partners, LLC
INCREASED289231+58+25%$22.0K$28.7K+$6.7K2026-10-29
Nfsg Corp
NEW283—+283——$28.1K—2026-10-15
Ascentis Wealth Management, LLC
NEW279—+279——$27.7K—2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED27527500%$26.2K$27.3K+$1.2K2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED268188+80+43%$17.9K$26.6K+$8.7K2026-10-27
Wilmington Savings Fund Society, FSB
INCREASED23534+201+591%$3.2K$23.3K+$20.1K2026-10-23
Atwood & Palmer Inc
UNCHANGED23323300%$22.2K$23.1K+$9842026-10-08
CX Institutional
UNCHANGED22322300%$21$22+$12026-10-02
Zions Bancorporation, National Association
DECREASED222223-10%$21.2K$22.0K+$8422026-11-06
Elevation Wealth Partners, LLC
UNCHANGED22222200%$21.1K$22.0K+$9372026-10-07
Indiana Trust & Investment Management Co
UNCHANGED22022000%$20.9K$21.8K+$9282026-10-22
Plante Moran Financial Advisors, LLC
DECREASED219354-135-38%$33.7K$21.7K-$11.9K2026-11-04
UMB Private Wealth Management, LLC
NEW218—+218——$21.7K—2026-10-19
Creative Financial Designs Inc
INCREASED214213+1+0%$20.3K$21.3K+$9992026-11-04
Trust Co of Toledo NA
UNCHANGED21421400%$20.3K$21.3K+$9032026-10-16
Jacobi Capital Management LLC
NEW206—+206——$20.4K—2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED20320300%$19.3K$20.2K+$8572026-10-21
Elyxium Wealth, LLC
NEW202—+202——$20.1K—2026-10-27
Valley National Advisers Inc
UNCHANGED20020000%$19.0K$19.9K+$8442026-10-23
Valued Wealth Advisors LLC
UNCHANGED18918900%$18.0K$18.8K+$7972026-11-05
Rossby Financial, LCC
INCREASED178167+11+7%$15.9K$17.7K+$1.8K2026-11-05
Center for Financial Planning, Inc.
INCREASED175163+12+7%$15.5K$17.4K+$1.9K2026-10-26
Fortitude Family Office, LLC
UNCHANGED16916900%$16.1K$16.8K+$7132026-10-14
Roxbury Financial LLC
UNCHANGED16816800%$16.0K$16.7K+$7092026-10-01
Planning Strategies Inc.
NEW153—+153——$15.2K—2026-10-02
American Capital Advisory, LLC
UNCHANGED15315300%$14.5K$15.2K+$6462026-10-28
Duncker Streett & Co Inc
UNCHANGED14814800%$14.1K$14.7K+$6252026-10-27
Arlington Trust Co LLC
UNCHANGED14814800%$14.1K$14.7K+$6252026-10-20
North Star Investment Management Corp.
UNCHANGED14614600%$13.9K$14.5K+$6162026-10-27
MV Capital Management, Inc.
UNCHANGED14314300%$13.6K$14.2K+$6042026-10-29
Independence Bank of Kentucky
UNCHANGED13613600%$12.9K$13.5K+$5742026-10-26
Golden State Wealth Management, LLC
INCREASED126125+1+1%$11.9K$12.5K+$5912026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED12012000%$11.4K$11.9K+$5072026-10-29
Downshift Financial, LLC
UNCHANGED10810800%$10.3K$10.7K+$4552026-10-13
Hager Investment Management Services, LLC
DECREASED103112-9-8%$10.7K$10.2K-$4212026-11-04
Montag A & Associates Inc
NEW100—+100——$9.9K—2026-10-29
Hoey Investments, Inc
UNCHANGED10010000%$9.5K$9.9K+$4222026-10-29
Costello Asset Management, Inc
UNCHANGED10010000%$9.5K$9.9K+$4222026-10-30
Main Street Group, LTD
UNCHANGED10010000%$9.5K$9.9K+$4222026-10-28
Acumen Wealth Advisors, LLC
UNCHANGED989800%$9.3K$9.7K+$4142026-11-05
Friedenthal Financial
NEW96—+96——$9.5K—2026-10-27
WPG Advisers, LLC
UNCHANGED939300%$8.8K$9.2K+$3932026-10-27
GK Wealth Management LLC
NEW90—+90——$8.9K—2026-10-09
Burk Holdings LLC
UNCHANGED888800%$8.4K$8.7K+$3712026-11-05
Nova Financial LLC
NEW84—+84——$8.3K—2026-11-04
Jnba Financial Advisors
UNCHANGED848400%$8.0K$8.3K+$3552026-11-03
Archer Investment Corp
UNCHANGED838300%$7.8K$8.2K+$3892026-11-05
Kozak & Associates, Inc.
UNCHANGED797900%$7.6K$6.8K-$7462026-10-29
Fiduciary Advisors, Inc.
NEW76—+76——$7.5K—2026-10-16
Trust Co
UNCHANGED686800%$6.5K$6.8K+$2872026-10-09
Central Trust Co
UNCHANGED686800%$6.5K$6.8K+$2872026-11-05
Ares Financial Consulting, LLC
NEW66—+66——$6.6K—2026-10-19
Winch Advisory Services, LLC
INCREASED6160+1+2%$5.7K$6.0K+$2852026-11-06
City State Bank
UNCHANGED606000%$5.7K$6.0K+$2542026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED505000%$4.8K$5.0K+$2112026-11-02
Nemes Rush Group LLC
UNCHANGED505000%$4.8K$5.0K+$2112026-11-04
New England Capital Financial Advisors LLC
UNCHANGED505000%$4.8K$5.0K+$2112026-11-03
Eastern Bank
UNCHANGED494900%$4.7K$4.9K+$2072026-10-05
Breakwater Investment Management
INCREASED4821+27+129%$2.0K$4.8K+$2.8K2026-10-20
Clean Yield Group
UNCHANGED484800%$4.6K$4.8K+$2032026-10-28
Financial Network Wealth Advisors LLC
INCREASED4640+6+15%$3.8K$4.6K+$7642026-10-28
Monetary Solutions, Ltd
INCREASED4429+15+52%$2.8K$4.4K+$1.6K2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED444400%$4.2K$4.4K+$1862026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED444400%$4.2K$4.3K+$1842026-10-16
Markowski Investments
UNCHANGED434300%$4.1K$4.3K+$1812026-10-30
Oakworth Capital, Inc.
NEW39—+39——$3.9K—2026-10-26
Key FInancial Inc
UNCHANGED393900%$3.7K$3.9K+$1642026-11-02
Albion Financial Group
NEW36—+36——$3.6K—2026-10-21
Horizon Financial Services, LLC
DECREASED3457-23-40%$5.4K$3.4K-$2.0K2026-11-04
Asset Dedication, LLC
DECREASED3452-18-35%$4.9K$3.4K-$1.6K2026-11-03
Birch Financial Group, LLC
NEW32—+32——$3.1K—2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED222200%$2.1K$2.2K+$932026-10-21
First Bancorp, Inc
NEW20—+20——$2.0K—2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED2010+10+100%$951$2.0K+$1.0K2026-10-14
Abound Wealth Management
DECREASED1921-2-10%$2.0K$1.9K-$1102026-10-26
Balance Wealth Partners LLC
NEW17—+17——$1.7K—2026-10-27
Gilpin Wealth Management, LLC
NEW16—+16——$1.6K—2026-10-09
Noble Wealth Management PBC
UNCHANGED161600%$1.5K$1.6K+$682026-10-01
Buck Wealth Strategies, LLC
UNCHANGED151500%$1.4K$1.5K+$642026-10-28
DeDora Capital, Inc.
NEW14—+14——$1.4K—2026-10-26
Rakuten Securities, Inc.
INCREASED121+11+1100%$95$1.2K+$1.1K2026-11-02
Mosley Wealth Management
UNCHANGED101000%$951$945-$62026-10-16
Trust Co of Vermont
NEW7—+7——$695—2026-10-21
Godsey & Gibb, Inc
NEW6—+6——$596—2026-10-14
Decker Retirement Planning Inc.
UNCHANGED6600%$600$627+$272026-10-19
Kingdom Financial Group Llc.
UNCHANGED1100%$84$89+$52026-11-04
American Assets Investment Management, LLC
CLOSED0166,918-166,918-100%$15.9M$0-$15.9M2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED014,129-14,129-100%$1.3M$0-$1.3M2026-10-16
Ignite Planners, LLC
CLOSED07,790-7,790-100%$740.9K$0-$740.9K2026-10-14
Collaborative Fund Advisors, LLC
CLOSED04,598-4,598-100%$437.2K$0-$437.2K2026-11-02
Seed Wealth Management, Inc.
CLOSED03,130-3,130-100%$297.6K$0-$297.6K2026-10-20
Diversified Trust Co
CLOSED02,970-2,970-100%$282.4K$0-$282.4K2026-11-06
Revisor Wealth Management LLC
CLOSED02,472-2,472-100%$235.1K$0-$235.1K2026-10-20
Fragasso Financial Advisors Inc
CLOSED02,436-2,436-100%$231.6K$0-$231.6K2026-10-13
TL Private Wealth
CLOSED02,055-2,055-100%$200.2K$0-$200.2K2026-10-13
MCF Advisors LLC
CLOSED0689-689-100%$65.5K$0-$65.5K2026-10-28
Cornerstone Planning Group LLC
CLOSED0610-610-100%$62.9K$0-$62.9K2026-10-16
GFS Advisors, LLC
CLOSED0372-372-100%$332.9K$0-$332.9K2026-11-03
Atlatl Advisers LLC
CLOSED0284-284-100%$27.0K$0-$27.0K2026-10-22
Robinswood Financial LLC
CLOSED0266-266-100%$25.3K$0-$25.3K2026-10-20
Stone House Investment Management, LLC
CLOSED0203-203-100%$19.3K$0-$19.3K2026-10-23
Vermillion Wealth Management, Inc.
CLOSED0160-160-100%$15.2K$0-$15.2K2026-10-26
Institute for Wealth Management, Llc.
CLOSED080-80-100%$7.6K$0-$7.6K2026-11-06
Whipplewood Advisors, LLC
CLOSED058-58-100%$5.5K$0-$5.5K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED016-16-100%$1.6K$0-$1.6K2026-10-16
Caldwell Trust Co
CLOSED013-13-100%$1.2K$0-$1.2K2026-10-30
Southern Michigan Bank & Trust
CLOSED011-11-100%$1.0K$0-$1.0K2026-10-19
Toth Financial Advisory Corp
CLOSED06-6-100%$571$0-$5712026-10-08
Tsfg, LLC
CLOSED05-5-100%$0$0$02026-10-23
Morgan Stanley
N/A—8,077,493-8,077,493-100%$768.1M———
Goldman Sachs Group Inc
N/A—5,658,007-5,658,007-100%$538.0M———
FMR LLC
N/A—4,336,546-4,336,546-100%$412.4M———
Northern Trust Corp
N/A—3,012,114-3,012,114-100%$286.4M———
BlackRock, Inc.
N/A—2,480,130-2,480,130-100%$235.8M———
Bank of America Corp
N/A—2,399,615-2,399,615-100%$228.2M———
American Century Companies Inc
N/A—1,665,928-1,665,928-100%$158.4M———
Royal Bank of Canada
N/A—1,283,561-1,283,561-100%$122.1M———
Clearbridge Investments, LLC
N/A—1,057,593-1,057,593-100%$100.6M———
O'shaughnessy Asset Management, LLC
N/A—716,556-716,556-100%$68.1M———
Charles Schwab Investment Management Inc
N/A—667,970-667,970-100%$63.5M———
Quantinno Capital Management LP
N/A—605,426-605,426-100%$57.6M———
JPMorgan Chase & Co
N/A—574,663-574,663-100%$54.6M———
UBS Group AG
N/A—463,366-463,366-100%$44.1M———
Raymond James Financial Inc
N/A—445,799-445,799-100%$42.4M———
Tredje Ap-fonden
N/A—441,900-441,900-100%$42.0M———
Envestnet Asset Management Inc
N/A—439,037-439,037-100%$41.7M———
Wells Fargo & Company
N/A—438,944-438,944-100%$41.7M———
Natixis Advisors, LLC
N/A—436,721-436,721-100%$41.5M———
1832 Asset Management L.P.
N/A—433,579-433,579-100%$41.2M———
Renaissance Technologies LLC
N/A—419,122-419,122-100%$39.9M———
AQR Capital Management LLC
N/A—413,625-413,625-100%$39.3M———
Bank of Montreal
N/A—408,789-408,789-100%$38.9M———
First Trust Advisors LP
N/A—397,504-397,504-100%$37.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—392,331-392,331-100%$37.3M———
Qube Research & Technologies Ltd
N/A—342,206-342,206-100%$32.5M———
QRG Capital Management, Inc.
N/A—264,385-264,385-100%$25.1M———
HighTower Advisors, LLC
N/A—251,966-251,966-100%$24.0M———
Janney Montgomery Scott LLC
N/A—240,037-240,037-100%$22.8M———
Promethos Capital, LLC
N/A—235,463-235,463-100%$22.4M———
Foresight Global Investors, Inc.
N/A—213,514-213,514-100%$20.3M———
Mariner, LLC
N/A—212,178-212,178-100%$20.2M———
Beck Bode, LLC
N/A—208,170-208,170-100%$19.8M———
Mercer Global Advisors Inc
N/A—200,940-200,940-100%$19.1M———
Captrust Financial Advisors
N/A—188,290-188,290-100%$17.9M———
Pathstone Holdings, LLC
N/A—174,752-174,752-100%$16.6M———
Millennium Management LLC
N/A—161,690-161,690-100%$15.4M———
Two Sigma Investments, LP
N/A—158,284-158,284-100%$15.1M———
SEI Investments Co
N/A—149,306-149,306-100%$14.2M———
Ameriprise Financial Inc
N/A—147,954-147,954-100%$14.1M———
Nuveen, LLC
N/A—145,568-145,568-100%$13.8M———
Vanguard Personalized Indexing Management, LLC
N/A—140,755-140,755-100%$13.4M———
Nomura Holdings Inc
N/A—140,648-140,648-100%$13.4M———
BNP Paribas Financial Markets
N/A—133,031-133,031-100%$12.6M———
Cerity Partners LLC
N/A—126,625-126,625-100%$12.0M———
National Bank of Canada
N/A—125,086-125,086-100%$11.9M———
MML Investors Services, LLC
N/A—122,531-122,531-100%$11.7M———
M&T Bank Corp
N/A—120,855-120,855-100%$11.5M———
Manning & Napier Advisors LLC
N/A—120,358-120,358-100%$11.4M———
HRT Financial LP
N/A—118,360-118,360-100%$11.3M———
Franklin Resources Inc
N/A—112,365-112,365-100%$10.7M———
Manatuck Hill Partners, LLC
N/A—107,448-107,448-100%$10.2M———
NewEdge Wealth, LLC
N/A—102,153-102,153-100%$9.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—98,141-98,141-100%$9.3M———
Naviter Wealth, LLC
N/A—94,781-94,781-100%$9.0M———
Neuberger Berman Group LLC
N/A—92,143-92,143-100%$8.8M———
Stifel Financial Corp
N/A—90,839-90,839-100%$8.6M———
Orion Porfolio Solutions, LLC
N/A—87,615-87,615-100%$8.3M———
Bellars Harris Wealth Management, LLC
N/A—84,607-84,607-100%$8.0M———
Callan Family Office, LLC
N/A—82,060-82,060-100%$7.8M———
Vident Advisory, LLC
N/A—78,538-78,538-100%$7.5M———
Parallax Volatility Advisers, L.P.
N/A—77,340-77,340-100%$7.4M———
Cetera Investment Advisers
N/A—77,056-77,056-100%$7.3M———
Northwestern Mutual Wealth Management Co
N/A—74,546-74,546-100%$7.1M———
Optiver Holding B.V.
N/A—72,877-72,877-100%$6.9M———
Hantz Financial Services, Inc.
N/A—68,594-68,594-100%$6.5M———
New York State Common Retirement Fund
N/A—65,586-65,586-100%$6.2M———
Old Mission Capital LLC
N/A—65,570-65,570-100%$6.2M———
Caprock Group, LLC
N/A—65,562-65,562-100%$6.2M———
Rhumbline Advisers
N/A—62,157-62,157-100%$5.9M———
Sequoia Financial Advisors, LLC
N/A—59,033-59,033-100%$5.6M———
Rockefeller Capital Management L.P.
N/A—56,089-56,089-100%$5.3M———
CIBC World Market Inc.
N/A—52,903-52,903-100%$5.0M———
Flow Traders U.S. LLC
N/A—52,603-52,603-100%$5.0M———
UBS Asset Management Americas LLC
N/A—50,430-50,430-100%$4.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—50,202-50,202-100%$4.8M———
IEQ Capital, LLC
N/A—49,984-49,984-100%$4.8M———
Opal Capital LLC
N/A—48,065-48,065-100%$4.6M———
Engineers Gate Manager LP
N/A—46,403-46,403-100%$4.4M———
Osaic Holdings, Inc.
N/A—40,576-40,576-100%$3.9M———
Bessemer Group Inc
N/A—40,030-40,030-100%$3.8M———
WCG Wealth Advisors LLC
N/A—38,957-38,957-100%$3.7M———
AMJ Financial Wealth Management
N/A—38,467-38,467-100%$3.2M———
GQG Partners LLC
N/A—37,717-37,717-100%$3.6M———
Stamos Capital Partners, L.P.
N/A—37,215-37,215-100%$3.5M———
Thoroughbred Financial Services, LLC
N/A—36,603-36,603-100%$3.5M———
Aperture Investors, LLC
N/A—35,800-35,800-100%$3.4M———
&partners
N/A—35,756-35,756-100%$3.4M———
Focus Partners Wealth
N/A—35,597-35,597-100%$3.4M———
Advisors Asset Management, Inc.
N/A—34,585-34,585-100%$3.3M———
Summit Trail Advisors, LLC
N/A—34,424-34,424-100%$3.3M———
NewEdge Advisors, LLC
N/A—34,412-34,412-100%$3.3M———
Scotia Capital Inc.
N/A—32,743-32,743-100%$3.1M———
Qtron Investments LLC
N/A—32,664-32,664-100%$3.1M———
Syon Capital LLC
N/A—32,446-32,446-100%$3.1M———
Jones Financial Companies Lllp
N/A—32,191-32,191-100%$3.0M———
Raelipskie Partnership
N/A—31,465-31,465-100%$3.0M———
Susquehanna International Group, LLP
N/A—31,332-31,332-100%$3.0M———
Acadian Asset Management LLC
N/A—28,046-28,046-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—27,951-27,951-100%$2.7M———
MAI Capital Management
N/A—27,845-27,845-100%$2.6M———
Sanctuary Advisors, LLC
N/A—27,827-27,827-100%$2.6M———
Smartleaf Asset Management LLC
N/A—27,434-27,434-100%$2.6M———
Arax Advisory Partners
N/A—26,396-26,396-100%$2.5M———
Westwood Holdings Group Inc
N/A—26,096-26,096-100%$2.5M———
Checchi Capital Advisers, LLC
N/A—25,807-25,807-100%$2.5M———
Ballentine Partners, LLC
N/A—24,879-24,879-100%$2.4M———
Dorsey & Whitney Trust Co LLC
N/A—24,818-24,818-100%$2.4M———
Arkadios Wealth Advisors
N/A—24,745-24,745-100%$2.4M———
Glenmede Trust Co NA
N/A—24,167-24,167-100%$2.3M———
Evolve Private Wealth, LLC
N/A—23,446-23,446-100%$2.2M———
Dynasty Wealth Management, LLC
N/A—23,013-23,013-100%$2.2M———
Systematic Alpha Investments, LLC
N/A—23,000-23,000-100%$2.2M———
Gabelli Funds LLC
N/A—22,700-22,700-100%$2.2M———
Orleans Capital Management Corp
N/A—22,528-22,528-100%$2.1M———
United Capital Financial Advisors, LLC
N/A—21,976-21,976-100%$2.1M———
Global Retirement Partners, LLC
N/A—20,581-20,581-100%$2.0M———
Earnest Partners LLC
N/A—20,449-20,449-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—20,406-20,406-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—20,165-20,165-100%$1.9M———
Coldstream Capital Management Inc
N/A—20,022-20,022-100%$1.9M———
RBF Capital, LLC
N/A—20,000-20,000-100%$1.9M———
Foundations Investment Advisors, LLC
N/A—19,525-19,525-100%$1.9M———
PCM Encore, LLC
N/A—19,447-19,447-100%$1.8M———
OneAscent Investment Solutions LLC
N/A—18,588-18,588-100%$1.8M———
Guggenheim Capital LLC
N/A—18,204-18,204-100%$1.7M———
Ellevest, Inc.
N/A—17,993-17,993-100%$1.7M———
DRW Securities, LLC
N/A—17,864-17,864-100%$1.7M———
Bleakley Financial Group, LLC
N/A—16,224-16,224-100%$1.5M———
Everstar Asset Management, LLC
N/A—15,973-15,973-100%$1.8M———
AE Wealth Management LLC
N/A—15,819-15,819-100%$1.5M———
SOA Wealth Advisors, Llc.
N/A—15,748-15,748-100%$15.7K———
Invesco Ltd.
N/A—15,431-15,431-100%$1.5M———
Horizon Investments, LLC
N/A—14,883-14,883-100%$1.4M———
State Street Corp
N/A—14,767-14,767-100%$1.4M———
Credit Agricole S A
N/A—14,545-14,545-100%$1.4M———
Frec Markets, Inc.
N/A—14,478-14,478-100%$1.4M———
Cornerstone Select Advisors, LLC
N/A—14,039-14,039-100%$1.3M———
Sivia Capital Partners, LLC
N/A—13,631-13,631-100%$1.3M———
SG Americas Securities, LLC
N/A—12,997-12,997-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—12,932-12,932-100%$1.2M———
Lazard Asset Management LLC
N/A—12,687-12,687-100%$1.2M———
Composition Wealth, LLC
N/A—12,493-12,493-100%$1.2M———
Farringdon Capital, Ltd.
N/A—12,377-12,377-100%$1.2M———
West Family Investments, Inc.
N/A—12,240-12,240-100%$1.2M———
World Investment Advisors
N/A—11,741-11,741-100%$973.8K———
Beacon Pointe Advisors, LLC
N/A—11,708-11,708-100%$1.1M———
Blair William & Co
N/A—10,307-10,307-100%$980.1K———
Chelsea Counsel Co
N/A—10,100-10,100-100%$960.4K———
Independent Advisor Alliance
N/A—10,043-10,043-100%$955.0K———
Venturi Wealth Management, LLC
N/A—9,981-9,981-100%$949.1K———
Drive Wealth Management, LLC
N/A—9,525-9,525-100%$905.7K———
Optas, LLC
N/A—9,393-9,393-100%$893.2K———
Papamarkou Wellner Asset Management inc.
N/A—9,352-9,352-100%$771.4K———
Commerce Bank
N/A—9,089-9,089-100%$864.3K———
Schonfeld Strategic Advisors LLC
N/A—9,088-9,088-100%$864.2K———
HighMark Wealth Management LLC
N/A—9,008-9,008-100%$856.6K———
American Trust Investment Advisors, LLC
N/A—8,755-8,755-100%$832.5K———
Allie Family Office LLC
N/A—8,504-8,504-100%$808.6K———
Principal Securities, Inc.
N/A—8,129-8,129-100%$773.0K———
EP Wealth Advisors, LLC
N/A—8,124-8,124-100%$772.5K———
Bridgewater Advisors Inc.
N/A—8,024-8,024-100%$865.4K———
Advisory Services Network, LLC
N/A—7,960-7,960-100%$756.9K———
Waverly Advisors, LLC
N/A—7,900-7,900-100%$751.2K———
Private Advisor Group, LLC
N/A—7,866-7,866-100%$747.9K———
Main Street Research LLC
N/A—7,772-7,772-100%$739.0K———
Hexagon Capital Partners LLC
N/A—7,755-7,755-100%$737.4K———
GWN Securities Inc.
N/A—7,437-7,437-100%$707.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,092-7,092-100%$674.4K———
Envestnet Portfolio Solutions, Inc.
N/A—7,069-7,069-100%$672.2K———
New Republic Capital, LLC
N/A—7,061-7,061-100%$671.4K———
OneAscent Family Office, LLC
N/A—6,663-6,663-100%$633.6K———
Fred Alger Management, LLC
N/A—6,653-6,653-100%$632.6K———
Sonoma Private Wealth LLC
N/A—6,543-6,543-100%$622.2K———
Cresset Asset Management, LLC
N/A—6,506-6,506-100%$618.7K———
Basecamp Wealth Advisors LLC
N/A—6,321-6,321-100%$601.1K———
Prosperity Consulting Group, LLC
N/A—6,265-6,265-100%$595.7K———
Pure Financial Advisors, LLC
N/A—6,204-6,204-100%$590.0K———
Seeds Investor LLC
N/A—6,131-6,131-100%$583.0K———
Baldwin Investment Management, LLC
N/A—6,104-6,104-100%$580.4K———
Calydon Capital
N/A—6,042-6,042-100%$574.5K———
Wealth Alliance, LLC
N/A—6,036-6,036-100%$573.9K———
Benjamin Edwards Inc
N/A—5,902-5,902-100%$561.2K———
Savvy Advisors, Inc.
N/A—5,771-5,771-100%$548.8K———
Bayesian Capital Management, LP
N/A—5,686-5,686-100%$540.7K———
BSW Wealth Partners
N/A—5,614-5,614-100%$533.9K———
Choate Investment Advisors
N/A—5,580-5,580-100%$530.6K———
Flputnam Investment Management Co
N/A—5,561-5,561-100%$528.8K———
Focus Partners Advisor Solutions, LLC
N/A—5,545-5,545-100%$527.3K———
Keebeck Wealth Management
N/A—5,487-5,487-100%$521.8K———
Modern Wealth Management, LLC
N/A—5,372-5,372-100%$510.8K———
Geneos Wealth Management Inc.
N/A—5,304-5,304-100%$504.4K———
Zhang Financial LLC
N/A—5,226-5,226-100%$496.9K———
OneDigital Investment Advisors LLC
N/A—5,185-5,185-100%$493.1K———
Equitable Holdings, Inc.
N/A—4,969-4,969-100%$472.5K———
Brown Brothers Harriman & Co
N/A—4,958-4,958-100%$471.5K———
EWA, LLC
N/A—4,765-4,765-100%$453.1K———
Legacy Capital Group California, Inc.
N/A—4,668-4,668-100%$443.9K———
IHT Wealth Management, LLC
N/A—4,535-4,535-100%$431.3K———
Flatrock Wealth Partners LLC
N/A—4,524-4,524-100%$430.2K———
Atlas Capital Advisors Inc.
N/A—4,370-4,370-100%$415.5K———
Freestone Capital Holdings, LLC
N/A—4,284-4,284-100%$407.4K———
Rehmann Capital Advisory Group
N/A—4,217-4,217-100%$401.1K———
Texas Yale Capital Corp.
N/A—4,200-4,200-100%$399.4K———
WealthTrust Axiom LLC
N/A—4,075-4,075-100%$387.5K———
Baird Financial Group, Inc.
N/A—4,061-4,061-100%$386.2K———
Tower Research Capital LLC (TRC)
N/A—4,050-4,050-100%$385.1K———
Keel Point, LLC
N/A—3,968-3,968-100%$377.3K———
Westerkirk Capital Inc.
N/A—3,954-3,954-100%$376.0K———
Safeguard Investment Advisory Group, LLC
N/A—3,843-3,843-100%$365.4K———
Tower Wealth Partners, Inc.
N/A—3,775-3,775-100%$359.0K———
Curi Capital, LLC
N/A—3,742-3,742-100%$355.8K———
Range Advisory, LLC
N/A—3,606-3,606-100%$342.9K———
Guardian Capital LP
N/A—3,599-3,599-100%$342.2K———
Aptus Capital Advisors, LLC
N/A—3,531-3,531-100%$335.8K———
Jackson Wealth Management, LLC
N/A—3,487-3,487-100%$332.0K———
Mattson Financial Services, LLC
N/A—3,473-3,473-100%$349.1K———
Jane Street Group, LLC
N/A—3,400-3,400-100%$323.3K———
Brown Financial Advisors
N/A—3,239-3,239-100%$308.0K———
Mayflower Financial Advisors, LLC
N/A—3,141-3,141-100%$298.7K———
Symphony Financial Services, Inc.
N/A—3,046-3,046-100%$289.7K———
Brown Advisory Inc
N/A—3,030-3,030-100%$288.1K———
Kingsview Wealth Management, LLC
N/A—2,895-2,895-100%$275.2K———
Tranquilli Financial Advisor LLC
N/A—2,892-2,892-100%$275.0K———
GeoWealth Management, LLC
N/A—2,860-2,860-100%$272.0K———
Brio Consultants, LLC
N/A—2,828-2,828-100%$268.9K———
Jackson Thornton Wealth Management, LLC
N/A—2,816-2,816-100%$267.8K———
Quotient Wealth Partners, LLC
N/A—2,790-2,790-100%$265.3K———
Tidal Investments LLC
N/A—2,747-2,747-100%$261.2K———
Rexford Capital Inc
N/A—2,743-2,743-100%$260.8K———
Rothschild Wealth LLC
N/A—2,725-2,725-100%$259.1K———
Victory Capital Management Inc
N/A—2,719-2,719-100%$258.6K———
Federation des caisses Desjardins du Quebec
N/A—2,600-2,600-100%$247.2K———
Stonebrook Private Inc.
N/A—2,599-2,599-100%$247.1K———
National Philanthropic Trust
N/A—2,599-2,599-100%$247.1K———
Permanens Capital L.P.
N/A—2,526-2,526-100%$240.2K———
Legacy Wealth Advisors, LLC
N/A—2,512-2,512-100%$238.9K———
Snowden Capital Advisors LLC
N/A—2,510-2,510-100%$238.7K———
Insigneo Advisory Services, LLC
N/A—2,504-2,504-100%$238.1K———
Winton Group Ltd
N/A—2,500-2,500-100%$237.7K———
CIBC Bancorp USA Inc.
N/A—2,498-2,498-100%$237.5K———
Advisors Capital Management, LLC
N/A—2,403-2,403-100%$228.5K———
Inspire Advisors, LLC
N/A—2,392-2,392-100%$227.5K———
CreativeOne Wealth, LLC
N/A—2,374-2,374-100%$225.7K———
Claret Asset Management Corp
N/A—2,324-2,324-100%$221.0K———
Johnson Investment Counsel Inc
N/A—2,245-2,245-100%$213.5K———
Huntington National Bank
N/A—2,233-2,233-100%$212.3K———
Icon Wealth Advisors, LLC
N/A—2,211-2,211-100%$210.2K———
Twin Peaks Wealth Advisors, LLC
N/A—2,171-2,171-100%$206.4K———
Aspen Grove Capital, LLC
N/A—2,170-2,170-100%$206.4K———
Schulhoff & Co Inc
N/A—2,140-2,140-100%$203.5K———
Trivium Point Advisory, LLC
N/A—2,137-2,137-100%$203.2K———
Knightsbridge Asset Management, LLC
N/A—2,110-2,110-100%$200.6K———
Corient IA LP
N/A—1,980-1,980-100%$188.3K———
Cary Street Partners Investment Advisory LLC
N/A—1,958-1,958-100%$186.2K———
BFC Planning, Inc.
N/A—1,877-1,877-100%$178.5K———
Medallion Wealth Advisors, LLC
N/A—1,779-1,779-100%$169.2K———
Rothschild Investment LLC
N/A—1,749-1,749-100%$166.3K———
HM Payson & Co
N/A—1,588-1,588-100%$151.0K———
Strategic Investment Advisors / MI
N/A—1,479-1,479-100%$140.6K———
Bruce G. Allen Investments, LLC
N/A—1,326-1,326-100%$126.1K———
Bogart Wealth, LLC
N/A—1,258-1,258-100%$119.6K———
Limestone Investment Advisors LP
N/A—1,150-1,150-100%$109.4K———
Group One Trading LLC
N/A—950-950-100%$90.3K———
Harbour Investments, Inc.
N/A—945-945-100%$89.9K———
Edmond de Rothschild Holding S.A.
N/A—907-907-100%$86.2K———
Private Wealth Asset Management, LLC
N/A—874-874-100%$83.1K———
GW&K Investment Management, LLC
N/A—665-665-100%$63.0K———
Advisors Preferred, LLC
N/A—658-658-100%$63.7K———
Bartlett & Co. Wealth Management LLC
N/A—575-575-100%$54.7K———
Quantum Portfolio Management LLC
N/A—570-570-100%$54.2K———
Smithfield Trust Co
N/A—564-564-100%$53———
Dunhill Financial, LLC
N/A—505-505-100%$48.0K———
Accent Capital Management, LLC
N/A—492-492-100%$46.8K———
Cornerstone Financial Management LLC
N/A—440-440-100%$41.8K———
Frazier Financial Advisors, LLC
N/A—415-415-100%$39.5K———
SHP Wealth Management
N/A—412-412-100%$39.2K———
LRI Investments, LLC
N/A—412-412-100%$39.2K———
JPL Wealth Management, LLC
N/A—383-383-100%$36.4K———
Security National Bank of SO DAK
N/A—381-381-100%$36.2K———
Raffa Wealth Management, LLC
N/A—339-339-100%$32.2K———
BOK Financial Private Wealth, Inc.
N/A—324-324-100%$30.8K———
Capital Analysts, LLC
N/A—318-318-100%$14.0K———
Kilter Group LLC
N/A—310-310-100%$29.5K———
Cary Street Partners Financial LLC
N/A—294-294-100%$28.0K———
Vanguard National Trust Co
N/A—265-265-100%$25.2K———
Transamerica Financial Advisors, LLC
N/A—241-241-100%$23.0K———
HHM Wealth Advisors, LLC
N/A—235-235-100%$22.3K———
Fiduciary Financial Advisors
N/A—208-208-100%$19.5K———
IMA Advisory Services, Inc.
N/A—205-205-100%$19.5K———
Strategic Wealth Partners, Ltd.
N/A—203-203-100%$19.3K———
MRP Capital Investments, LLC
N/A—200-200-100%$19.0K———
Atlantic Union Bankshares Corp
N/A—180-180-100%$17.1K———
Dogwood Wealth Management LLC
N/A—180-180-100%$17.1K———
Penserra Capital Management LLC
N/A—152-152-100%$14———
Federated Hermes, Inc.
N/A—151-151-100%$14.4K———
Havemeyer Place LP
N/A—149-149-100%$14.2K———
CVA Family Office, LLC
N/A—136-136-100%$12.9K———
Regatta Research & Money Management
N/A—115-115-100%$10.9K———
Continuum Advisory, LLC
N/A—114-114-100%$10.8K———
Motco
N/A—111-111-100%$10.6K———
PlanVest Financial, Inc
N/A—100-100-100%$9.5K———
Chesapeake Asset Management LLC
N/A—100-100-100%$9.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—98-98-100%$9.3K———
Turim 21 Investimentos Ltda.
N/A—92-92-100%$8.7K———
Crewe Advisors LLC
N/A—75-75-100%$7.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—70-70-100%$6.7K———
Caldwell Sutter Capital, Inc.
N/A—69-69-100%$6.6K———
Aventura Private Wealth, LLC
N/A—69-69-100%$6.6K———
Glen Eagle Advisors, LLC
N/A—69-69-100%$6.6K———
Tiaa Wealth Investment Management LLC
N/A—68-68-100%$6.5K———
Highland Investment Advisors LLC
N/A—61-61-100%$5.8K———
Synergy Investment Management, LLC
N/A—57-57-100%$5.8K———
Godfrey Financial Associates, Inc.
N/A—55-55-100%$5.2K———
Hollencrest Capital Management
N/A—54-54-100%$5.1K———
WealthCollab, LLC
N/A—52-52-100%$4.9K———
MidFirst Bank
N/A—46-46-100%$4.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—46-46-100%$4.4K———
Nova Wealth Management, Inc.
N/A—46-46-100%$4.4K———
Ninepoint Partners LP
N/A—45-45-100%$4.3K———
Allied Private Wealth LLC
N/A—43-43-100%$4.1K———
Wiser Advisor Group LLC
N/A—41-41-100%$3.9K———
Beaird Harris Wealth Management, LLC
N/A—40-40-100%$3.8K———
Marshall Investment Management, LLC
N/A—38-38-100%$3.6K———
ST Germain D J Co Inc
N/A—34-34-100%$3.2K———
Keating Financial Advisory Services, Inc.
N/A—32-32-100%$3.0K———
Silicon Valley Capital Partners
N/A—29-29-100%$2.7K———
Nalls Sherbakoff Group, LLC
N/A—25-25-100%$2.4K———
Price T Rowe Associates Inc
N/A—24-24-100%$3———
TD Capital Management LLC
N/A—23-23-100%$2.2K———
Sittner & Nelson, LLC
N/A—23-23-100%$2.2K———
Wellington-Altus USA Inc.
N/A—21-21-100%$1.7K———
Quent Capital, LLC
N/A—20-20-100%$1.9K———
Webster Bank, N. A.
N/A—18-18-100%$1.7K———
Caitlin John, LLC
N/A—16-16-100%$1.5K———
NFJ Investment Group, LLC
N/A—13-13-100%$1.2K———
PIN OAK Investment Advisors Inc
N/A—10-10-100%$1———
Alerus Financial NA
N/A—1-1-100%$95———
Westfuller Advisors, LLC
N/A—00—$18———
Showing 772 of 772 institutions