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INV Rafi US 1500 Sm-Usd Inc (PRFZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,451,633 from 1,398,235
Change+53,398 (+4%)
Value$76.0M (-$2.0M)
Filed 2026-11-06
Arbor Investment Advisors, LLC
INCREASED
Shares834,775 from 805,518
Change+29,257 (+4%)
Value$43.7M (-$1.2M)
Filed 2026-10-26
Stonebridge Financial Group, LLC
DECREASED
Shares661,168 from 762,863
Change-101,695 (-13%)
Value$34.6M (-$7.9M)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares428,374 from 422,426
Change+5,948 (+1%)
Value$22.6M (-$427.3K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
DECREASED
Shares264,693 from 266,421
Change-1,728 (-1%)
Value$13.9M (-$1.0M)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
INCREASED
Shares263,550 from 261,632
Change+1,918 (+1%)
Value$13.8M (-$799.6K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares231,309 from 234,261
Change-2,952 (-1%)
Value$12.1M (-$960.3K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares170,419 from 163,037
Change+7,382 (+5%)
Value$8.9M (-$174.6K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares165,124 from 161,405
Change+3,719 (+2%)
Value$8.6M (-$360.6K)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares159,848 from 161,715
Change-1,867 (-1%)
Value$8.4M (-$654.0K)
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares151,019 from 153,219
Change-2,200 (-1%)
Value$7.9M (-$642.2K)
Filed 2026-11-05
Arlington Financial Advisors, LLC
DECREASED
Shares147,739 from 153,664
Change-5,925 (-4%)
Value$7.7M (-$838.7K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares123,687 from 122,475
Change+1,212 (+1%)
Value$6.5M (-$357.9K)
Filed 2026-11-04
Sunrise Financial Services, LLC
INCREASED
Shares120,599 from 107,920
Change+12,679 (+12%)
Value$6.3M (+$292.3K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares117,126 from 117,056
Change+70 (+0%)
Value$6.1M (-$399.0K)
Filed 2026-10-22
Albion Financial Group
UNCHANGED
Shares112,200 from 112,200
Change0 (0%)
Value$5.9M (-$386.0K)
Filed 2026-10-21
Lebenthal Global Advisors, LLC
DECREASED
Shares99,470 from 99,550
Change-80 (0%)
Value$5.2M (-$346.6K)
Filed 2026-10-28
Verum Partners LLC
DECREASED
Shares97,442 from 137,069
Change-39,627 (-29%)
Value$5.1M (-$2.5M)
Filed 2026-10-21
WealthBridge Capital Management, LLC
INCREASED
Shares85,663 from 78,803
Change+6,860 (+9%)
Value$4.5M (+$87.9K)
Filed 2026-10-16
Sound Stewardship, LLC
UNCHANGED
Shares75,200 from 75,200
Change0 (0%)
Value$3.9M (-$258.7K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
DECREASED
Shares74,606 from 75,303
Change-697 (-1%)
Value$3.9M (-$295.5K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares59,025 from 58,931
Change+94 (+0%)
Value$3.1M (-$197.8K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares58,298 from 80,040
Change-21,742 (-27%)
Value$3.1M (-$1.4M)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares52,222 from 55,566
Change-3,344 (-6%)
Value$2.7M (-$366.1K)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares52,095 from 52,381
Change-286 (-1%)
Value$2.7M (-$195.2K)
Filed 2026-10-06
Diversify Wealth Management, LLC
INCREASED
Shares51,251 from 50,268
Change+983 (+2%)
Value$2.7M (-$7.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares51,251 from 50,268
Change+983 (+2%)
Value$2.7M (-$7.9K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares50,849 from 46,443
Change+4,406 (+9%)
Value$2.7M (+$70.8K)
Filed 2026-10-29
Charles Schwab Trust Co
DECREASED
Shares49,280 from 109,278
Change-59,998 (-55%)
Value$2.6M (-$3.5M)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares48,539 from 38,758
Change+9,781 (+25%)
Value$2.5M (+$378.5K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares42,269 from 42,267
Change+2 (0%)
Value$2.2M (-$145.4K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares40,303 from 44,019
Change-3,716 (-8%)
Value$2.1M (-$323.5K)
Filed 2026-10-16
Boston Standard Wealth Management, LLC
DECREASED
Shares40,300 from 42,387
Change-2,087 (-5%)
Value$2.1M (-$262.6K)
Filed 2026-10-07
GSG Advisors LLC
INCREASED
Shares39,949 from 39,906
Change+43 (+0%)
Value$2.1M (-$135.0K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares34,966 from 34,991
Change-25 (0%)
Value$1.8M (-$121.7K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares34,667 from 33,847
Change+820 (+2%)
Value$1.8M (-$73.6K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares32,577 from 32,439
Change+138 (+0%)
Value$1.7M (-$104.4K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
UNCHANGED
Shares30,390 from 30,390
Change0 (0%)
Value$1.6M (-$104.5K)
Filed 2026-10-15
KWB Wealth
DECREASED
Shares27,168 from 27,177
Change-9 (0%)
Value$1.4M (-$93.9K)
Filed 2026-10-16
Bell Investment Advisors, Inc
DECREASED
Shares27,059 from 32,144
Change-5,085 (-16%)
Value$1.4M (-$376.6K)
Filed 2026-10-29
Whipplewood Advisors, LLC
INCREASED
Shares26,631 from 26,292
Change+339 (+1%)
Value$1.4M (-$72.7K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares25,219 from 26,164
Change-945 (-4%)
Value$1.3M (-$139.5K)
Filed 2026-10-13
New England Private Wealth Advisors LLC
INCREASED
Shares25,089 from 25,080
Change+9 (+0%)
Value$1.3M (-$27.4K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares24,323 from 24,248
Change+75 (+0%)
Value$1.3M (-$79.5K)
Filed 2026-11-03
Shakespeare Wealth Management, LLC
DECREASED
Shares22,687 from 23,098
Change-411 (-2%)
Value$1.2M (-$101.0K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
UNCHANGED
Shares21,970 from 21,970
Change0 (0%)
Value$1.1M (-$75.6K)
Filed 2026-11-06
Omni 360 Wealth, Inc.
INCREASED
Shares20,944 from 20,731
Change+213 (+1%)
Value$1.1M (-$60.2K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares20,135 from 21,864
Change-1,729 (-8%)
Value$1.1M (-$165.7K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares20,010 from 19,898
Change+112 (+1%)
Value$1.0M (-$62.6K)
Filed 2026-10-20
Pacific Center for Financial Services
INCREASED
Shares19,394 from 19,372
Change+22 (+0%)
Value$1.0M (-$65.5K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares19,173 from 18,898
Change+275 (+1%)
Value$1.0M (-$50.6K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares18,502 from 17,865
Change+637 (+4%)
Value$968.2K (-$28.1K)
Filed 2026-11-06
Marquette Asset Management, LLC
UNCHANGED
Shares18,406 from 18,406
Change0 (0%)
Value$963.2K (-$63.3K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares17,629 from 18,571
Change-942 (-5%)
Value$922.5K (-$113.2K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares17,412 from 16,603
Change+809 (+5%)
Value$911.0K (-$15.0K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares17,076 from 13,270
Change+3,806 (+29%)
Value$893.6K (+$153.5K)
Filed 2026-11-04
Legacy Trust
UNCHANGED
Shares17,065 from 17,065
Change0 (0%)
Value$906.2K (-$45.6K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares16,725 from 14,216
Change+2,509 (+18%)
Value$875.2K (+$82.4K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares16,566 from 8,834
Change+7,732 (+88%)
Value$866.9K (+$374.2K)
Filed 2026-10-08
Firethorn Wealth Partners, LLC
INCREASED
Shares16,505 from 14,866
Change+1,639 (+11%)
Value$863.7K (+$34.6K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares16,040 from 6,025
Change+10,015 (+166%)
Value$839.4K (+$503.4K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares15,494 from 16,197
Change-703 (-4%)
Value$810.8K (-$92.5K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares15,364 from 15,137
Change+227 (+2%)
Value$804.0K (-$40.2K)
Filed 2026-11-05
Golden Bell Financial Planning LLC
DECREASED
Shares13,927 from 14,205
Change-278 (-2%)
Value$728.8K (-$63.4K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares13,559 from 18,506
Change-4,947 (-27%)
Value$709.5K (-$322.6K)
Filed 2026-10-15
Harbour Capital Advisors, LLC
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$706.5K (-$30.3K)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares13,466 from 13,466
Change0 (0%)
Value$704.7K (-$46.3K)
Filed 2026-10-09
Virtus Family Office LLC
UNCHANGED
Shares12,740 from 12,740
Change0 (0%)
Value$666.7K (-$43.8K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
UNCHANGED
Shares12,442 from 12,442
Change0 (0%)
Value$651.1K (-$42.8K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
DECREASED
Shares11,458 from 12,053
Change-595 (-5%)
Value$599.6K (-$72.6K)
Filed 2026-10-28
EnRich Financial Partners LLC
UNCHANGED
Shares10,595 from 10,595
Change0 (0%)
Value$554.4K (-$36.4K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares10,400 from 10,445
Change-45 (0%)
Value$544.2K (-$38.3K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares10,291 from 4,631
Change+5,660 (+122%)
Value$543.6K (+$290.8K)
Filed 2026-10-09
Aviance Capital Partners, LLC
INCREASED
Shares10,011 from 10,008
Change+3 (+0%)
Value$523.9K (-$34.3K)
Filed 2026-10-29
First Hawaiian Bank
UNCHANGED
Shares9,855 from 9,855
Change0 (0%)
Value$515.7K (-$33.9K)
Filed 2026-10-14
Prairiewood Capital, LLC
UNCHANGED
Shares9,725 from 9,725
Change0 (0%)
Value$508.9K (-$33.5K)
Filed 2026-10-16
TopTier Wealth Management, LLC
DECREASED
Shares9,451 from 9,643
Change-192 (-2%)
Value$494.6K (-$43.2K)
Filed 2026-10-16
Navigate Wealth Management, LLC
UNCHANGED
Shares9,385 from 9,385
Change0 (0%)
Value$498.9K (-$10.8K)
Filed 2026-10-14
HB Wealth Management, LLC
NEW
Shares9,348
Change+9,348
Value$489.2K
Filed 2026-10-23
Townsend Asset Management Corp
DECREASED
Shares9,297 from 9,472
Change-175 (-2%)
Value$486.5K (-$41.7K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares8,926 from 7,975
Change+951 (+12%)
Value$467.1K (+$22.3K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
UNCHANGED
Shares8,880 from 8,880
Change0 (0%)
Value$464.7K (-$30.5K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares8,798 from 10,021
Change-1,223 (-12%)
Value$460.4K (-$98.5K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares8,535 from 9,079
Change-544 (-6%)
Value$446.6K (-$59.7K)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares8,194 from 8,194
Change0 (0%)
Value$428.8K (-$28.2K)
Filed 2026-10-13
Regions Financial Corp
UNCHANGED
Shares8,056 from 8,056
Change0 (0%)
Value$421.6K (-$27.7K)
Filed 2026-11-05
Invariant Investment Management
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$425.6K (-$15.9K)
Filed 2026-10-08
Central Trust Co
INCREASED
Shares7,754 from 7,356
Change+398 (+5%)
Value$405.8K (-$4.5K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares7,502
Change+7,502
Value$392.6K
Filed 2026-10-16
Valeo Financial Advisors, LLC
UNCHANGED
Shares7,252 from 7,252
Change0 (0%)
Value$379.5K (-$24.9K)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares7,195 from 7,227
Change-32 (0%)
Value$376.5K (-$26.6K)
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$355.8K (-$23.4K)
Filed 2026-10-23
Courier Capital LLC
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$353.2K (-$23.2K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares6,593 from 4,442
Change+2,151 (+48%)
Value$345.0K (+$97.3K)
Filed 2026-11-03
Principle Wealth Partners LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$314.0K (-$20.6K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares5,887 from 5,720
Change+167 (+3%)
Value$308.1K (-$10.9K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares5,859 from 4,969
Change+890 (+18%)
Value$306.6K (+$29.5K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares5,855 from 4,336
Change+1,519 (+35%)
Value$306.4K (+$64.6K)
Filed 2026-10-30
Cidel Asset Management Inc
UNCHANGED
Shares5,790 from 5,790
Change0 (0%)
Value$303.0K (-$19.9K)
Filed 2026-10-29
Sheets Smith Wealth Management
UNCHANGED
Shares5,754 from 5,754
Change0 (0%)
Value$301.1K (-$19.8K)
Filed 2026-10-16
Fermata Advisors, LLC
DECREASED
Shares5,689 from 5,697
Change-8 (0%)
Value$297.7K (-$20.0K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$297.7K (-$14.6K)
Filed 2026-10-13
BIP Wealth, LLC
UNCHANGED
Shares5,539 from 5,539
Change0 (0%)
Value$289.9K (-$19.1K)
Filed 2026-10-22
Carnegie Investment Counsel
UNCHANGED
Shares5,485 from 5,485
Change0 (0%)
Value$287.0K (-$18.9K)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares5,474 from 4,677
Change+797 (+17%)
Value$286.5K (+$25.6K)
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares5,332 from 5,332
Change0 (0%)
Value$279.0K (-$18.3K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$270.8K (-$17.8K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares5,170 from 5,266
Change-96 (-2%)
Value$270.6K (-$23.2K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares5,092 from 10,238
Change-5,146 (-50%)
Value$266.5K (-$304.5K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,066 from 5,064
Change+2 (+0%)
Value$265.1K (-$17.3K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED
Shares5,032 from 5,146
Change-114 (-2%)
Value$263.3K (-$23.7K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares4,965 from 5,120
Change-155 (-3%)
Value$260.0K (-$26.0K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares4,961 from 4,961
Change0 (0%)
Value$259.6K (-$17.1K)
Filed 2026-10-08
Facet Wealth, Inc.
INCREASED
Shares4,945 from 3,920
Change+1,025 (+26%)
Value$258.8K (+$40.2K)
Filed 2026-11-04
MBL Wealth, LLC
UNCHANGED
Shares4,789 from 4,789
Change0 (0%)
Value$250.6K (-$16.5K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED
Shares4,777 from 4,777
Change0 (0%)
Value$252.2K (-$3.8K)
Filed 2026-10-27
Richmond Investment Services, LLC
INCREASED
Shares4,704 from 4,466
Change+238 (+5%)
Value$246.2K (-$2.9K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares4,635 from 4,587
Change+48 (+1%)
Value$243.0K (-$13.0K)
Filed 2026-11-05
Aspiriant, LLC
NEW
Shares4,589
Change+4,589
Value$240.1K
Filed 2026-10-16
Lyell Wealth Management, LP
UNCHANGED
Shares4,474 from 4,474
Change0 (0%)
Value$234.1K (-$15.4K)
Filed 2026-10-30
Index Fund Advisors, Inc.
UNCHANGED
Shares4,455 from 4,455
Change0 (0%)
Value$233.1K (-$15.3K)
Filed 2026-11-05
Fusion Capital, LLC
INCREASED
Shares4,415 from 4,404
Change+11 (+0%)
Value$231.0K (-$14.6K)
Filed 2026-10-28
Creative Capital Management Investments LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$225.0K (-$14.8K)
Filed 2026-10-28
Martin Capital Partners, LLC
UNCHANGED
Shares4,273 from 4,273
Change0 (0%)
Value$223.6K (-$14.7K)
Filed 2026-10-07
Joel Isaacson & Co., LLC
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$219.3K (-$14.4K)
Filed 2026-11-05
Plancorp, LLC
UNCHANGED
Shares4,186 from 4,186
Change0 (0%)
Value$222.3K (-$4.5K)
Filed 2026-11-03
Western Financial Corp
DECREASED
Shares4,128 from 4,482
Change-354 (-8%)
Value$216.0K (-$33.9K)
Filed 2026-10-14
NewCorp Financial Services, Inc.
DECREASED
Shares4,051 from 4,211
Change-160 (-4%)
Value$212.0K (-$22.8K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,911 from 3,911
Change0 (0%)
Value$204.7K (-$13.5K)
Filed 2026-11-06
Columbia Bank
UNCHANGED
Shares3,849 from 3,849
Change0 (0%)
Value$201.4K (-$13.2K)
Filed 2026-10-29
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares3,823 from 3,923
Change-100 (-3%)
Value$200.1K (-$18.7K)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$189.9K (-$12.4K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares3,193 from 3,193
Change0 (0%)
Value$167.1K (-$11.0K)
Filed 2026-10-07
Fortitude Family Office, LLC
UNCHANGED
Shares3,114 from 3,114
Change0 (0%)
Value$163.0K (-$10.7K)
Filed 2026-10-14
RMG Wealth Management LLC
NEW
Shares2,858
Change+2,858
Value$150.9K
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares2,819 from 2,758
Change+61 (+2%)
Value$157.2K (+$3.4K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$140.2K (-$9.2K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$130.8K (-$8.6K)
Filed 2026-10-30
Torren Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$130.8K (-$8.6K)
Filed 2026-10-29
Center for Financial Planning, Inc.
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$126.6K (-$8.3K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$124.5K (-$8.2K)
Filed 2026-10-22
Gamma Investing LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$123.2K (-$8.1K)
Filed 2026-10-08
Pioneer Family Office, LLC
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$110.2K (-$7.2K)
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares1,995 from 1,604
Change+391 (+24%)
Value$104.4K (+$15.0K)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$92.8K (-$6.1K)
Filed 2026-10-14
Addison Advisors LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$85.0K (-$5.6K)
Filed 2026-11-06
Harbor Asset Planning, Inc.
INCREASED
Shares1,606 from 1,602
Change+4 (+0%)
Value$84.0K (-$5.3K)
Filed 2026-10-23
Milestone Investment Advisors LLC
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$68.7K (-$4.5K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$68.7K (-$4.5K)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$58.8K (-$3.9K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$55.2K (-$3.6K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares983 from 604
Change+379 (+63%)
Value$51.4K (+$17.8K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares922 from 920
Change+2 (+0%)
Value$48.2K (-$3.0K)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$48.1K (-$3.2K)
Filed 2026-10-27
Hoese & Co LLP
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$45.0K (-$3.0K)
Filed 2026-10-21
Coastline Trust Co
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$43.2K (-$2.8K)
Filed 2026-10-01
Downshift Financial, LLC
INCREASED
Shares778 from 776
Change+2 (+0%)
Value$40.7K (-$2.6K)
Filed 2026-10-13
First Pacific Financial
INCREASED
Shares763 from 761
Change+2 (+0%)
Value$39.9K (-$2.5K)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$35.3K (-$2.1K)
Filed 2026-10-16
Morling Financial Advisors, LLC
NEW
Shares646
Change+646
Value$33.8K
Filed 2026-10-28
CKW Financial Group
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$30.0K (-$2.0K)
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares560
Change+560
Value$29.3K
Filed 2026-10-27
Prudent Man Investment Management, Inc.
INCREASED
Shares538 from 10
Change+528 (+5280%)
Value$28.1K (+$27.7K)
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$27.5K (-$1.8K)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$26.8K (-$1.8K)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares502 from 167
Change+335 (+201%)
Value$26.3K (+$17.0K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$26.2K (-$1.7K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$23.2K (-$1.5K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$22.7K (-$814)
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$18.5K (-$1.2K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares337
Change+337
Value$17.6K
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares308 from 307
Change+1 (+0%)
Value$16.1K (-$1.0K)
Filed 2026-10-28
SYM Financial Corp
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$15.4K (-$1.0K)
Filed 2026-10-26
Activest Wealth Management
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$13.6K (-$857)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares254 from 253
Change+1 (+0%)
Value$13.3K (-$838)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.1K (-$860)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares244 from 243
Change+1 (+0%)
Value$12.8K (-$806)
Filed 2026-10-27
Coston, McIsaac & Partners
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$12.6K (+$12.5K)
Filed 2026-11-06
Fairway Wealth LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$11.8K (-$774)
Filed 2026-10-30
Salomon & Ludwin, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$11.1K (-$710)
Filed 2026-10-29
Private Wealth Management Group, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$9.6K (-$629)
Filed 2026-10-19
High Note Wealth, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$8.0K (-$523)
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.9K (-$516)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$6.5K (-$427)
Filed 2026-10-15
Advocate Investing Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.2K (-$344)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$4.6K (-$299)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares77
Change+77
Value$4.0K
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.9K (-$258)
Filed 2026-10-13
CGC Financial Services, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.9K (-$258)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.7K (-$241)
Filed 2026-11-03
First Command Advisory Services, Inc.
DECREASED
Shares53 from 63
Change-10 (-16%)
Value$2.8K (-$741)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.3K (-$148)
Filed 2026-10-07
Chilton Capital Management LLC
NEW
Shares38
Change+38
Value$2.0K
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.0K (-$69)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$52 (-$4)
Filed 2026-10-16
Smith Salley Wealth Management
CLOSED
Shares0 from 20,743
Change-20,743 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Oxler Private Wealth LLC
CLOSED
Shares0 from 12,910
Change-12,910 (-100%)
Value$0 (-$720.0K)
Filed 2026-10-21
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 5,848
Change-5,848 (-100%)
Value$0 (-$326.2K)
Filed 2026-10-21
Mission Wealth Management, LP
CLOSED
Shares0 from 4,774
Change-4,774 (-100%)
Value$0 (-$266.3K)
Filed 2026-10-15
Clark Asset Management, LLC
CLOSED
Shares0 from 4,370
Change-4,370 (-100%)
Value$0 (-$243.7K)
Filed 2026-10-19
Forum Financial Management, LP
CLOSED
Shares0 from 4,315
Change-4,315 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-16
Maple Capital Management, Inc.
CLOSED
Shares0 from 4,025
Change-4,025 (-100%)
Value$0 (-$224.5K)
Filed 2026-11-02
Balboa Wealth Partners
CLOSED
Shares0 from 3,859
Change-3,859 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-20
Freedom Day Solutions, LLC
CLOSED
Shares0 from 3,775
Change-3,775 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-20
Solitude Financial Services
CLOSED
Shares0 from 3,750
Change-3,750 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-26
LJI Wealth Management, LLC
CLOSED
Shares0 from 3,625
Change-3,625 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-28
Clearwater Capital Advisors, LLC
CLOSED
Shares0 from 3,618
Change-3,618 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,148
Change-2,148 (-100%)
Value$0 (-$119.8K)
Filed 2026-10-13
Tsfg, LLC
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$57.0K)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$28.5K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-16
Parkside Financial Bank & Trust
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-27
Nvwm, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$224)
Filed 2026-10-14
Bank of America Corp
N/A
Shares— from 2,829,358
Change-2,829,358 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,300,997
Change-1,300,997 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,071,783
Change-1,071,783 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,034,707
Change-1,034,707 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,031,039
Change-1,031,039 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,010,685
Change-1,010,685 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 767,863
Change-767,863 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 739,179
Change-739,179 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 634,759
Change-634,759 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 355,967
Change-355,967 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 293,041
Change-293,041 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 288,249
Change-288,249 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 286,779
Change-286,779 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 285,584
Change-285,584 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 247,800
Change-247,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 241,394
Change-241,394 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 241,085
Change-241,085 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 224,734
Change-224,734 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 223,907
Change-223,907 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 220,300
Change-220,300 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 179,531
Change-179,531 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 154,161
Change-154,161 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 126,030
Change-126,030 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 123,550
Change-123,550 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 116,848
Change-116,848 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 115,881
Change-115,881 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 115,153
Change-115,153 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 104,432
Change-104,432 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 103,683
Change-103,683 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 102,790
Change-102,790 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 95,879
Change-95,879 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 95,855
Change-95,855 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 92,421
Change-92,421 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,622
Change-88,622 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,128
Change-63,128 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 59,764
Change-59,764 (-100%)
Value—
FMR LLC
N/A
Shares— from 58,058
Change-58,058 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 53,047
Change-53,047 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 46,319
Change-46,319 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 41,686
Change-41,686 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,770
Change-40,770 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 39,784
Change-39,784 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,231
Change-34,231 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 31,903
Change-31,903 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 31,160
Change-31,160 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,362
Change-29,362 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,354
Change-27,354 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,095
Change-26,095 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 24,155
Change-24,155 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,030
Change-24,030 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,908
Change-22,908 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,558
Change-22,558 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 21,920
Change-21,920 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,942
Change-19,942 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,631
Change-19,631 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 17,940
Change-17,940 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,347
Change-16,347 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,260
Change-16,260 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,269
Change-15,269 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,456
Change-14,456 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 14,094
Change-14,094 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,857
Change-13,857 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 13,693
Change-13,693 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 13,149
Change-13,149 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,647
Change-12,647 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,319
Change-12,319 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,018
Change-11,018 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,086
Change-10,086 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,396
Change-9,396 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,179
Change-9,179 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 8,346
Change-8,346 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
&partners
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,781
Change-6,781 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 160
Change-160 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 19
Change-19 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7
Change-7 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED1,451,6331,398,235+53,398+4%$78.0M$76.0M-$2.0M2026-11-06
Arbor Investment Advisors, LLC
INCREASED834,775805,518+29,257+4%$44.9M$43.7M-$1.2M2026-10-26
Stonebridge Financial Group, LLC
DECREASED661,168762,863-101,695-13%$42.5M$34.6M-$7.9M2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED428,374422,426+5,948+1%$23.1M$22.6M-$427.3K2026-10-13
Johnson & White Wealth Management, LLC
DECREASED264,693266,421-1,728-1%$14.9M$13.9M-$1.0M2026-11-03
Three Bridge Wealth Advisors, LLC
INCREASED263,550261,632+1,918+1%$14.6M$13.8M-$799.6K2026-11-05
AlphaCore Capital LLC
DECREASED231,309234,261-2,952-1%$13.1M$12.1M-$960.3K2026-11-04
Creative Planning
INCREASED170,419163,037+7,382+5%$9.1M$8.9M-$174.6K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED165,124161,405+3,719+2%$9.0M$8.6M-$360.6K2026-10-13
Accredited Investors Inc.
DECREASED159,848161,715-1,867-1%$9.0M$8.4M-$654.0K2026-11-03
Bank of New York Mellon Corp
DECREASED151,019153,219-2,200-1%$8.5M$7.9M-$642.2K2026-11-05
Arlington Financial Advisors, LLC
DECREASED147,739153,664-5,925-4%$8.6M$7.7M-$838.7K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED123,687122,475+1,212+1%$6.8M$6.5M-$357.9K2026-11-04
Sunrise Financial Services, LLC
INCREASED120,599107,920+12,679+12%$6.0M$6.3M+$292.3K2026-10-21
Perigon Wealth Management, LLC
INCREASED117,126117,056+70+0%$6.5M$6.1M-$399.0K2026-10-22
Albion Financial Group
UNCHANGED112,200112,20000%$6.3M$5.9M-$386.0K2026-10-21
Lebenthal Global Advisors, LLC
DECREASED99,47099,550-800%$5.6M$5.2M-$346.6K2026-10-28
Verum Partners LLC
DECREASED97,442137,069-39,627-29%$7.6M$5.1M-$2.5M2026-10-21
WealthBridge Capital Management, LLC
INCREASED85,66378,803+6,860+9%$4.4M$4.5M+$87.9K2026-10-16
Sound Stewardship, LLC
UNCHANGED75,20075,20000%$4.2M$3.9M-$258.7K2026-10-14
Crusonia Wealth Advisors LLC
DECREASED74,60675,303-697-1%$4.2M$3.9M-$295.5K2026-10-26
Breakwater Capital Group
INCREASED59,02558,931+94+0%$3.3M$3.1M-$197.8K2026-10-09
Commonwealth Equity Services, LLC
DECREASED58,29880,040-21,742-27%$4.5M$3.1M-$1.4M2026-11-02
JFS Wealth Advisors, LLC
DECREASED52,22255,566-3,344-6%$3.1M$2.7M-$366.1K2026-11-03
Legacy Private Trust Co.
DECREASED52,09552,381-286-1%$2.9M$2.7M-$195.2K2026-10-06
Diversify Wealth Management, LLC
INCREASED51,25150,268+983+2%$2.7M$2.7M-$7.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED51,25150,268+983+2%$2.7M$2.7M-$7.9K2026-10-20
Integrity Alliance, Llc.
INCREASED50,84946,443+4,406+9%$2.6M$2.7M+$70.8K2026-10-29
Charles Schwab Trust Co
DECREASED49,280109,278-59,998-55%$6.1M$2.6M-$3.5M2026-10-15
Independent Financial Group, LLC
INCREASED48,53938,758+9,781+25%$2.2M$2.5M+$378.5K2026-10-13
Clearstead Advisors, LLC
INCREASED42,26942,267+20%$2.4M$2.2M-$145.4K2026-11-06
TD Waterhouse Canada Inc.
DECREASED40,30344,019-3,716-8%$2.5M$2.1M-$323.5K2026-10-16
Boston Standard Wealth Management, LLC
DECREASED40,30042,387-2,087-5%$2.4M$2.1M-$262.6K2026-10-07
GSG Advisors LLC
INCREASED39,94939,906+43+0%$2.2M$2.1M-$135.0K2026-11-03
Kestra Advisory Services, LLC
DECREASED34,96634,991-250%$2.0M$1.8M-$121.7K2026-11-02
Savant Capital, LLC
INCREASED34,66733,847+820+2%$1.9M$1.8M-$73.6K2026-11-06
US Bancorp \de\
INCREASED32,57732,439+138+0%$1.8M$1.7M-$104.4K2026-11-05
Resonant Capital Advisors, LLC
UNCHANGED30,39030,39000%$1.7M$1.6M-$104.5K2026-10-15
KWB Wealth
DECREASED27,16827,177-90%$1.5M$1.4M-$93.9K2026-10-16
Bell Investment Advisors, Inc
DECREASED27,05932,144-5,085-16%$1.8M$1.4M-$376.6K2026-10-29
Whipplewood Advisors, LLC
INCREASED26,63126,292+339+1%$1.5M$1.4M-$72.7K2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED25,21926,164-945-4%$1.5M$1.3M-$139.5K2026-10-13
New England Private Wealth Advisors LLC
INCREASED25,08925,080+9+0%$1.3M$1.3M-$27.4K2026-10-19
Brighton Jones LLC
INCREASED24,32324,248+75+0%$1.4M$1.3M-$79.5K2026-11-03
Shakespeare Wealth Management, LLC
DECREASED22,68723,098-411-2%$1.3M$1.2M-$101.0K2026-10-28
Institute for Wealth Management, Llc.
UNCHANGED21,97021,97000%$1.2M$1.1M-$75.6K2026-11-06
Omni 360 Wealth, Inc.
INCREASED20,94420,731+213+1%$1.2M$1.1M-$60.2K2026-10-13
Citigroup Inc
DECREASED20,13521,864-1,729-8%$1.2M$1.1M-$165.7K2026-11-04
Integrated Advisors Network LLC
INCREASED20,01019,898+112+1%$1.1M$1.0M-$62.6K2026-10-20
Pacific Center for Financial Services
INCREASED19,39419,372+22+0%$1.1M$1.0M-$65.5K2026-10-15
Parallel Advisors, LLC
INCREASED19,17318,898+275+1%$1.1M$1.0M-$50.6K2026-11-03
Merit Financial Group, LLC
INCREASED18,50217,865+637+4%$996.4K$968.2K-$28.1K2026-11-06
Marquette Asset Management, LLC
UNCHANGED18,40618,40600%$1.0M$963.2K-$63.3K2026-10-09
D.A. Davidson & Co.
DECREASED17,62918,571-942-5%$1.0M$922.5K-$113.2K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED17,41216,603+809+5%$926.0K$911.0K-$15.0K2026-11-02
Lido Advisors, LLC
INCREASED17,07613,270+3,806+29%$740.1K$893.6K+$153.5K2026-11-04
Legacy Trust
UNCHANGED17,06517,06500%$951.7K$906.2K-$45.6K2026-11-06
Vise Technologies, Inc.
INCREASED16,72514,216+2,509+18%$792.8K$875.2K+$82.4K2026-10-29
Farther Finance Advisors, LLC
INCREASED16,5668,834+7,732+88%$492.6K$866.9K+$374.2K2026-10-08
Firethorn Wealth Partners, LLC
INCREASED16,50514,866+1,639+11%$829.1K$863.7K+$34.6K2026-10-14
IFP Advisors, Inc
INCREASED16,0406,025+10,015+166%$336.0K$839.4K+$503.4K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED15,49416,197-703-4%$903.3K$810.8K-$92.5K2026-10-14
Larson Financial Group LLC
INCREASED15,36415,137+227+2%$844.2K$804.0K-$40.2K2026-11-05
Golden Bell Financial Planning LLC
DECREASED13,92714,205-278-2%$792.2K$728.8K-$63.4K2026-11-02
Atria Investments, Inc
DECREASED13,55918,506-4,947-27%$1.0M$709.5K-$322.6K2026-10-15
Harbour Capital Advisors, LLC
UNCHANGED13,50013,50000%$736.8K$706.5K-$30.3K2026-10-13
Market Street Wealth Management Advisors LLC
UNCHANGED13,46613,46600%$751.0K$704.7K-$46.3K2026-10-09
Virtus Family Office LLC
UNCHANGED12,74012,74000%$710.5K$666.7K-$43.8K2026-10-30
Revolve Wealth Partners, LLC
UNCHANGED12,44212,44200%$693.9K$651.1K-$42.8K2026-10-23
Sterling Financial Planning, Inc.
DECREASED11,45812,053-595-5%$672.2K$599.6K-$72.6K2026-10-28
EnRich Financial Partners LLC
UNCHANGED10,59510,59500%$590.9K$554.4K-$36.4K2026-10-21
Kathmere Capital Management, LLC
DECREASED10,40010,445-450%$582.5K$544.2K-$38.3K2026-10-20
Wedmont Private Capital
INCREASED10,2914,631+5,660+122%$252.7K$543.6K+$290.8K2026-10-09
Aviance Capital Partners, LLC
INCREASED10,01110,008+3+0%$558.2K$523.9K-$34.3K2026-10-29
First Hawaiian Bank
UNCHANGED9,8559,85500%$549.6K$515.7K-$33.9K2026-10-14
Prairiewood Capital, LLC
UNCHANGED9,7259,72500%$542.4K$508.9K-$33.5K2026-10-16
TopTier Wealth Management, LLC
DECREASED9,4519,643-192-2%$537.8K$494.6K-$43.2K2026-10-16
Navigate Wealth Management, LLC
UNCHANGED9,3859,38500%$509.7K$498.9K-$10.8K2026-10-14
HB Wealth Management, LLC
NEW9,348—+9,348——$489.2K—2026-10-23
Townsend Asset Management Corp
DECREASED9,2979,472-175-2%$528.2K$486.5K-$41.7K2026-10-29
Trilogy Capital Inc.
INCREASED8,9267,975+951+12%$444.8K$467.1K+$22.3K2026-10-20
Quadcap Wealth Management, LLC
UNCHANGED8,8808,88000%$495.2K$464.7K-$30.5K2026-11-02
PFG Advisors
DECREASED8,79810,021-1,223-12%$558.9K$460.4K-$98.5K2026-10-16
Sigma Planning Corp
DECREASED8,5359,079-544-6%$506.3K$446.6K-$59.7K2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED8,1948,19400%$457.0K$428.8K-$28.2K2026-10-13
Regions Financial Corp
UNCHANGED8,0568,05600%$449.3K$421.6K-$27.7K2026-11-05
Invariant Investment Management
UNCHANGED8,0008,00000%$441.5K$425.6K-$15.9K2026-10-08
Central Trust Co
INCREASED7,7547,356+398+5%$410.2K$405.8K-$4.5K2026-11-05
Concurrent Investment Advisors, LLC
NEW7,502—+7,502——$392.6K—2026-10-16
Valeo Financial Advisors, LLC
UNCHANGED7,2527,25200%$404.5K$379.5K-$24.9K2026-10-08
Spire Wealth Management
DECREASED7,1957,227-320%$403.1K$376.5K-$26.6K2026-10-30
Mascoma Wealth Management LLC
UNCHANGED6,8006,80000%$379.2K$355.8K-$23.4K2026-10-23
Courier Capital LLC
UNCHANGED6,7506,75000%$376.4K$353.2K-$23.2K2026-10-19
HUB Investment Partners, LLC
INCREASED6,5934,442+2,151+48%$247.7K$345.0K+$97.3K2026-11-03
Principle Wealth Partners LLC
UNCHANGED6,0006,00000%$334.6K$314.0K-$20.6K2026-11-02
CoreCap Advisors, LLC
INCREASED5,8875,720+167+3%$319.0K$308.1K-$10.9K2026-10-08
Assetmark, Inc
INCREASED5,8594,969+890+18%$277.1K$306.6K+$29.5K2026-10-21
Truist Financial Corp
INCREASED5,8554,336+1,519+35%$241.8K$306.4K+$64.6K2026-10-30
Cidel Asset Management Inc
UNCHANGED5,7905,79000%$322.9K$303.0K-$19.9K2026-10-29
Sheets Smith Wealth Management
UNCHANGED5,7545,75400%$320.9K$301.1K-$19.8K2026-10-16
Fermata Advisors, LLC
DECREASED5,6895,697-80%$317.7K$297.7K-$20.0K2026-10-13
Fragasso Financial Advisors Inc
UNCHANGED5,6005,60000%$312.3K$297.7K-$14.6K2026-10-13
BIP Wealth, LLC
UNCHANGED5,5395,53900%$308.9K$289.9K-$19.1K2026-10-22
Carnegie Investment Counsel
UNCHANGED5,4855,48500%$305.9K$287.0K-$18.9K2026-10-20
Root Financial Partners, LLC
INCREASED5,4744,677+797+17%$260.8K$286.5K+$25.6K2026-10-21
Mather Group, Llc.
UNCHANGED5,3325,33200%$297.4K$279.0K-$18.3K2026-10-14
Badgley Phelps Wealth Managers, LLC
UNCHANGED5,1755,17500%$288.6K$270.8K-$17.8K2026-10-22
Fifth Third Bancorp
DECREASED5,1705,266-96-2%$293.7K$270.6K-$23.2K2026-11-05
Capital Investment Advisors, LLC
DECREASED5,09210,238-5,146-50%$571.0K$266.5K-$304.5K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,0665,064+2+0%$282.4K$265.1K-$17.3K2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED5,0325,146-114-2%$287.0K$263.3K-$23.7K2026-11-04
Park Avenue Securities LLC
DECREASED4,9655,120-155-3%$286.0K$260.0K-$26.0K2026-10-26
Avidian Wealth Enterprises, LLC
UNCHANGED4,9614,96100%$276.7K$259.6K-$17.1K2026-10-08
Facet Wealth, Inc.
INCREASED4,9453,920+1,025+26%$218.6K$258.8K+$40.2K2026-11-04
MBL Wealth, LLC
UNCHANGED4,7894,78900%$267.1K$250.6K-$16.5K2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED4,7774,77700%$256.0K$252.2K-$3.8K2026-10-27
Richmond Investment Services, LLC
INCREASED4,7044,466+238+5%$249.0K$246.2K-$2.9K2026-10-29
Thrivent Financial for Lutherans
INCREASED4,6354,587+48+1%$256.0K$243.0K-$13.0K2026-11-05
Aspiriant, LLC
NEW4,589—+4,589——$240.1K—2026-10-16
Lyell Wealth Management, LP
UNCHANGED4,4744,47400%$249.5K$234.1K-$15.4K2026-10-30
Index Fund Advisors, Inc.
UNCHANGED4,4554,45500%$248.5K$233.1K-$15.3K2026-11-05
Fusion Capital, LLC
INCREASED4,4154,404+11+0%$245.6K$231.0K-$14.6K2026-10-28
Creative Capital Management Investments LLC
UNCHANGED4,3004,30000%$239.8K$225.0K-$14.8K2026-10-28
Martin Capital Partners, LLC
UNCHANGED4,2734,27300%$238.3K$223.6K-$14.7K2026-10-07
Joel Isaacson & Co., LLC
UNCHANGED4,1904,19000%$233.7K$219.3K-$14.4K2026-11-05
Plancorp, LLC
UNCHANGED4,1864,18600%$226.8K$222.3K-$4.5K2026-11-03
Western Financial Corp
DECREASED4,1284,482-354-8%$249.9K$216.0K-$33.9K2026-10-14
NewCorp Financial Services, Inc.
DECREASED4,0514,211-160-4%$234.8K$212.0K-$22.8K2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED3,9113,91100%$218.1K$204.7K-$13.5K2026-11-06
Columbia Bank
UNCHANGED3,8493,84900%$214.7K$201.4K-$13.2K2026-10-29
Pinnacle Wealth Management Group, Inc.
DECREASED3,8233,923-100-3%$218.8K$200.1K-$18.7K2026-10-15
Oakworth Capital, Inc.
UNCHANGED3,6293,62900%$202.3K$189.9K-$12.4K2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED3,1933,19300%$178.1K$167.1K-$11.0K2026-10-07
Fortitude Family Office, LLC
UNCHANGED3,1143,11400%$173.7K$163.0K-$10.7K2026-10-14
RMG Wealth Management LLC
NEW2,858—+2,858——$150.9K—2026-10-26
Allworth Financial LP
INCREASED2,8192,758+61+2%$153.8K$157.2K+$3.4K2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,6802,68000%$149.5K$140.2K-$9.2K2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED2,5002,50000%$139.4K$130.8K-$8.6K2026-10-30
Torren Management, LLC
UNCHANGED2,5002,50000%$139.4K$130.8K-$8.6K2026-10-29
Center for Financial Planning, Inc.
UNCHANGED2,4202,42000%$135.0K$126.6K-$8.3K2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED2,3802,38000%$132.7K$124.5K-$8.2K2026-10-22
Gamma Investing LLC
UNCHANGED2,3542,35400%$131.3K$123.2K-$8.1K2026-10-08
Pioneer Family Office, LLC
UNCHANGED2,1052,10500%$117.4K$110.2K-$7.2K2026-10-30
Russell Investments Group, Ltd.
INCREASED1,9951,604+391+24%$89.4K$104.4K+$15.0K2026-11-06
Triumph Capital Management
UNCHANGED1,7731,77300%$98.9K$92.8K-$6.1K2026-10-14
Addison Advisors LLC
UNCHANGED1,6251,62500%$90.6K$85.0K-$5.6K2026-11-06
Harbor Asset Planning, Inc.
INCREASED1,6061,602+4+0%$89.3K$84.0K-$5.3K2026-10-23
Milestone Investment Advisors LLC
UNCHANGED1,3131,31300%$73.2K$68.7K-$4.5K2026-11-05
Private Trust Co NA
UNCHANGED1,3131,31300%$73.2K$68.7K-$4.5K2026-10-20
Clearstead Trust, LLC
UNCHANGED1,1231,12300%$62.6K$58.8K-$3.9K2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED1,0551,05500%$58.8K$55.2K-$3.6K2026-10-13
Creative Financial Designs Inc
INCREASED983604+379+63%$33.7K$51.4K+$17.8K2026-11-04
Abound Wealth Management
INCREASED922920+2+0%$51.3K$48.2K-$3.0K2026-10-26
Bokf, NA
UNCHANGED91991900%$51.3K$48.1K-$3.2K2026-10-27
Hoese & Co LLP
UNCHANGED86086000%$48.0K$45.0K-$3.0K2026-10-21
Coastline Trust Co
UNCHANGED82582500%$46.0K$43.2K-$2.8K2026-10-01
Downshift Financial, LLC
INCREASED778776+2+0%$43.3K$40.7K-$2.6K2026-10-13
First Pacific Financial
INCREASED763761+2+0%$42.4K$39.9K-$2.5K2026-10-14
Mosley Wealth Management
UNCHANGED67067000%$37.4K$35.3K-$2.1K2026-10-16
Morling Financial Advisors, LLC
NEW646—+646——$33.8K—2026-10-28
CKW Financial Group
UNCHANGED57457400%$32.0K$30.0K-$2.0K2026-10-29
Balance Wealth Partners LLC
NEW560—+560——$29.3K—2026-10-27
Prudent Man Investment Management, Inc.
INCREASED53810+528+5280%$459$28.1K+$27.7K2026-11-03
Ashurst Perkins Coie Trust Co
UNCHANGED52552500%$29.3K$27.5K-$1.8K2026-10-15
Barrett & Company, Inc.
UNCHANGED51351300%$28.6K$26.8K-$1.8K2026-10-22
Blue Trust, Inc.
INCREASED502167+335+201%$9.3K$26.3K+$17.0K2026-10-15
Tounjian Advisory Partners, LLC
UNCHANGED50050000%$27.9K$26.2K-$1.7K2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED44344300%$24.7K$23.2K-$1.5K2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED42742700%$23.5K$22.7K-$8142026-11-04
Align Financial, LLC
UNCHANGED35435400%$19.7K$18.5K-$1.2K2026-10-16
Jacobi Capital Management LLC
NEW337—+337——$17.6K—2026-11-05
Buck Wealth Strategies, LLC
INCREASED308307+1+0%$17.1K$16.1K-$1.0K2026-10-28
SYM Financial Corp
UNCHANGED29529500%$16.5K$15.4K-$1.0K2026-10-26
Activest Wealth Management
UNCHANGED25925900%$14.4K$13.6K-$8572026-10-15
Archer Investment Corp
INCREASED254253+1+0%$14.1K$13.3K-$8382026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED25025000%$13.9K$13.1K-$8602026-10-15
North Star Investment Management Corp.
INCREASED244243+1+0%$13.6K$12.8K-$8062026-10-27
Coston, McIsaac & Partners
UNCHANGED24024000%$13$12.6K+$12.5K2026-11-06
Fairway Wealth LLC
UNCHANGED22522500%$12.5K$11.8K-$7742026-10-30
Salomon & Ludwin, LLC
UNCHANGED21321300%$11.9K$11.1K-$7102026-10-29
Private Wealth Management Group, LLC
UNCHANGED18318300%$10.2K$9.6K-$6292026-10-19
High Note Wealth, LLC
UNCHANGED15215200%$8.5K$8.0K-$5232026-10-27
Asset Dedication, LLC
UNCHANGED15015000%$8.4K$7.9K-$5162026-11-03
Maryland Capital Advisors Inc.
UNCHANGED12412400%$6.9K$6.5K-$4272026-10-15
Advocate Investing Services LLC
UNCHANGED10010000%$5.6K$5.2K-$3442026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED878700%$4.9K$4.6K-$2992026-10-16
Silver Grove Financial Group, Inc.
NEW77—+77——$4.0K—2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED757500%$4.2K$3.9K-$2582026-10-13
CGC Financial Services, LLC
UNCHANGED757500%$4.2K$3.9K-$2582026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED707000%$3.9K$3.7K-$2412026-11-03
First Command Advisory Services, Inc.
DECREASED5363-10-16%$3.5K$2.8K-$7412026-11-05
Elevation Wealth Partners, LLC
UNCHANGED434300%$2.4K$2.3K-$1482026-10-07
Chilton Capital Management LLC
NEW38—+38——$2.0K—2026-10-28
Wolff Wiese Magana LLC
UNCHANGED202000%$1.1K$1.0K-$692026-10-15
Signature Resources Capital Management, LLC
UNCHANGED1100%$56$52-$42026-10-16
Smith Salley Wealth Management
CLOSED020,743-20,743-100%$1.2M$0-$1.2M2026-11-03
Oxler Private Wealth LLC
CLOSED012,910-12,910-100%$720.0K$0-$720.0K2026-10-21
Sightline Wealth Advisors, LLC
CLOSED05,848-5,848-100%$326.2K$0-$326.2K2026-10-21
Mission Wealth Management, LP
CLOSED04,774-4,774-100%$266.3K$0-$266.3K2026-10-15
Clark Asset Management, LLC
CLOSED04,370-4,370-100%$243.7K$0-$243.7K2026-10-19
Forum Financial Management, LP
CLOSED04,315-4,315-100%$240.6K$0-$240.6K2026-10-16
Maple Capital Management, Inc.
CLOSED04,025-4,025-100%$224.5K$0-$224.5K2026-11-02
Balboa Wealth Partners
CLOSED03,859-3,859-100%$215.2K$0-$215.2K2026-10-20
Freedom Day Solutions, LLC
CLOSED03,775-3,775-100%$210.5K$0-$210.5K2026-10-20
Solitude Financial Services
CLOSED03,750-3,750-100%$209.1K$0-$209.1K2026-10-26
LJI Wealth Management, LLC
CLOSED03,625-3,625-100%$202.2K$0-$202.2K2026-10-28
Clearwater Capital Advisors, LLC
CLOSED03,618-3,618-100%$201.8K$0-$201.8K2026-11-06
Gill Capital Partners, LLC
CLOSED02,148-2,148-100%$119.8K$0-$119.8K2026-10-13
Tsfg, LLC
CLOSED01,020-1,020-100%$57.0K$0-$57.0K2026-10-23
MCF Advisors LLC
CLOSED0511-511-100%$28.5K$0-$28.5K2026-10-28
AdvisorNet Financial, Inc
CLOSED0235-235-100%$13.1K$0-$13.1K2026-10-15
Robinswood Financial LLC
CLOSED0140-140-100%$7.8K$0-$7.8K2026-10-20
Cornerstone Planning Group LLC
CLOSED097-97-100%$5.2K$0-$5.2K2026-10-16
Parkside Financial Bank & Trust
CLOSED041-41-100%$2.3K$0-$2.3K2026-10-27
Nvwm, LLC
CLOSED04-4-100%$224$0-$2242026-10-14
Bank of America Corp
N/A—2,829,358-2,829,358-100%$157.8M———
Morgan Stanley
N/A—1,300,997-1,300,997-100%$72.6M———
Waverly Advisors, LLC
N/A—1,071,783-1,071,783-100%$59.8M———
Cetera Investment Advisers
N/A—1,034,707-1,034,707-100%$57.7M———
Wells Fargo & Company
N/A—1,031,039-1,031,039-100%$57.5M———
Raymond James Financial Inc
N/A—1,010,685-1,010,685-100%$56.4M———
Royal Bank of Canada
N/A—767,863-767,863-100%$42.8M———
First Foundation Advisors
N/A—739,179-739,179-100%$41.2M———
WCG Wealth Advisors LLC
N/A—634,759-634,759-100%$35.4M———
Wealthspire Retirement, LLC
N/A—355,967-355,967-100%$19.9M———
Sanctuary Advisors, LLC
N/A—293,041-293,041-100%$16.3M———
Baird Financial Group, Inc.
N/A—288,249-288,249-100%$16.1M———
Equitable Holdings, Inc.
N/A—286,779-286,779-100%$16.0M———
Traction Financial Partners, LLC
N/A—285,584-285,584-100%$15.9M———
Captrust Financial Advisors
N/A—247,800-247,800-100%$13.8M———
UBS Group AG
N/A—241,394-241,394-100%$13.5M———
Federation des caisses Desjardins du Quebec
N/A—241,085-241,085-100%$13.4M———
AQR Capital Management LLC
N/A—224,734-224,734-100%$12.5M———
Mariner, LLC
N/A—223,907-223,907-100%$12.5M———
CI Investments Inc.
N/A—220,300-220,300-100%$12.3M———
Regal Investment Advisors LLC
N/A—179,531-179,531-100%$10.0M———
JPMorgan Chase & Co
N/A—154,161-154,161-100%$8.5M———
Ducere Wealth Management LLC
N/A—126,030-126,030-100%$7.0M———
Cerity Partners LLC
N/A—123,550-123,550-100%$6.9M———
Steward Partners Investment Advisory, LLC
N/A—116,848-116,848-100%$6.5M———
Invesco Ltd.
N/A—115,881-115,881-100%$6.5M———
HighTower Advisors, LLC
N/A—115,153-115,153-100%$6.4M———
Jones Financial Companies Lllp
N/A—104,432-104,432-100%$5.7M———
Ameriprise Financial Inc
N/A—103,683-103,683-100%$5.8M———
EP Wealth Advisors, LLC
N/A—102,790-102,790-100%$5.7M———
Wealthspire Advisors, LLC
N/A—95,879-95,879-100%$5.3M———
Focus Partners Wealth
N/A—95,855-95,855-100%$5.3M———
Quantinno Capital Management LP
N/A—92,421-92,421-100%$5.2M———
Envestnet Asset Management Inc
N/A—88,622-88,622-100%$4.9M———
Mercer Global Advisors Inc
N/A—63,128-63,128-100%$3.5M———
Osaic Holdings, Inc.
N/A—59,764-59,764-100%$3.3M———
FMR LLC
N/A—58,058-58,058-100%$3.2M———
Modern Wealth Management, LLC
N/A—53,047-53,047-100%$3.0M———
Rockefeller Capital Management L.P.
N/A—46,319-46,319-100%$2.6M———
EQ Wealth Advisors, LLC
N/A—41,686-41,686-100%$2.3M———
Advisory Services Network, LLC
N/A—40,770-40,770-100%$2.3M———
IEQ Capital, LLC
N/A—39,784-39,784-100%$2.2M———
Citadel Advisors LLC
N/A—34,231-34,231-100%$1.9M———
Cresset Asset Management, LLC
N/A—31,903-31,903-100%$1.8M———
Evercore Wealth Management, LLC
N/A—31,160-31,160-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—29,362-29,362-100%$1.6M———
Goldman Sachs Group Inc
N/A—27,354-27,354-100%$1.5M———
Benjamin Edwards Inc
N/A—26,095-26,095-100%$1.5M———
Independent Advisor Alliance
N/A—24,155-24,155-100%$1.3M———
Private Advisor Group, LLC
N/A—24,030-24,030-100%$1.3M———
Sequoia Financial Advisors, LLC
N/A—22,908-22,908-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—22,558-22,558-100%$1.3M———
Fidelis Capital Partners, LLC
N/A—21,920-21,920-100%$1.2M———
MAI Capital Management
N/A—19,942-19,942-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—19,631-19,631-100%$1.1M———
Waddell & Associates, LLC
N/A—17,940-17,940-100%$1.0M———
Advance Capital Management, Inc.
N/A—17,680-17,680-100%$986.0K———
Silver OAK Securities, Incorporated
N/A—16,347-16,347-100%$911.7K———
Northern Trust Corp
N/A—16,260-16,260-100%$906.8K———
First Manhattan Co. Llc.
N/A—15,269-15,269-100%$851.6K———
Natixis Advisors, LLC
N/A—14,456-14,456-100%$806.0K———
RiverFront Investment Group, LLC
N/A—14,094-14,094-100%$786.0K———
BlackRock, Inc.
N/A—13,968-13,968-100%$779.0K———
NewEdge Advisors, LLC
N/A—13,857-13,857-100%$772.8K———
UBS Asset Management Americas LLC
N/A—13,761-13,761-100%$767.5K———
Wealthfront Advisers LLC
N/A—13,693-13,693-100%$763.7K———
Vertex Planning Partners, LLC
N/A—13,149-13,149-100%$733.3K———
Blair William & Co
N/A—12,647-12,647-100%$705.3K———
Tradition Wealth Management, LLC
N/A—12,338-12,338-100%$688.1K———
Western Wealth Management, LLC
N/A—12,319-12,319-100%$687.0K———
Glenmede Trust Co NA
N/A—11,800-11,800-100%$658.1K———
Essex Financial Services, Inc.
N/A—11,083-11,083-100%$618.1K———
Johnson Investment Counsel Inc
N/A—11,018-11,018-100%$614.5K———
Harbour Investment Management LLC
N/A—11,004-11,004-100%$613.7K———
Aimz Investment Advisors, LLC
N/A—10,500-10,500-100%$585.6K———
Beacon Pointe Advisors, LLC
N/A—10,303-10,303-100%$574.6K———
Arax Advisory Partners
N/A—10,086-10,086-100%$562.5K———
Bragg Financial Advisors, Inc
N/A—10,055-10,055-100%$560.8K———
OneDigital Investment Advisors LLC
N/A—9,396-9,396-100%$524.0K———
O'shaughnessy Asset Management, LLC
N/A—9,179-9,179-100%$511.9K———
Stifel Financial Corp
N/A—8,546-8,546-100%$476.6K———
Flatrock Wealth Partners LLC
N/A—8,346-8,346-100%$465.5K———
Susquehanna International Group, LLP
N/A—7,932-7,932-100%$442.4K———
Snowden Capital Advisors LLC
N/A—7,805-7,805-100%$435.3K———
&partners
N/A—7,781-7,781-100%$433.9K———
Pinnacle Financial Partners, Inc.
N/A—7,757-7,757-100%$432.6K———
Peapack Gladstone Financial Corp
N/A—7,745-7,745-100%$432.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,698-7,698-100%$429.3K———
Bank of Montreal
N/A—7,686-7,686-100%$428.6K———
Thoroughbred Financial Services, LLC
N/A—7,420-7,420-100%$413.0K———
Janney Montgomery Scott LLC
N/A—7,234-7,234-100%$403.0K———
Colonial Trust Advisors
N/A—7,150-7,150-100%$398.8K———
Moneta Group Investment Advisors LLC
N/A—6,781-6,781-100%$378.2K———
Trailhead Planners LLC
N/A—6,685-6,685-100%$372.8K———
Brown Advisory Inc
N/A—6,495-6,495-100%$362.2K———
Financial Alternatives, Inc
N/A—6,463-6,463-100%$360.4K———
FAS Wealth Partners, Inc.
N/A—6,429-6,429-100%$358.5K———
Orion Porfolio Solutions, LLC
N/A—6,395-6,395-100%$356.6K———
Tower Research Capital LLC (TRC)
N/A—6,360-6,360-100%$354.7K———
CIBC Bancorp USA Inc.
N/A—5,746-5,746-100%$320.5K———
Vident Advisory, LLC
N/A—5,383-5,383-100%$300.2K———
Intellus Advisors LLC
N/A—5,165-5,165-100%$288.1K———
Ancora Advisors LLCA
N/A—5,100-5,100-100%$284.4K———
Capital Analysts, LLC
N/A—4,914-4,914-100%$274.0K———
Ameritas Advisory Services, LLC
N/A—4,885-4,885-100%$272.4K———
HM Payson & Co
N/A—4,725-4,725-100%$263.5K———
JMG Financial Group, Ltd.
N/A—4,703-4,703-100%$262.3K———
Integrated Wealth Concepts LLC
N/A—4,446-4,446-100%$248.0K———
Global Retirement Partners, LLC
N/A—4,354-4,354-100%$242.8K———
C M Bidwell & Associates LTD
N/A—4,330-4,330-100%$241.5K———
Genesis Wealth Advisors, LLC
N/A—4,320-4,320-100%$240.9K———
Stephens Inc
N/A—4,165-4,165-100%$232.3K———
MML Investors Services, LLC
N/A—4,145-4,145-100%$231.2K———
Aptus Capital Advisors, LLC
N/A—4,114-4,114-100%$229.4K———
Two Sigma Investments, LP
N/A—4,100-4,100-100%$228.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,070-4,070-100%$227.0K———
Hirtle & Co., LLC
N/A—4,042-4,042-100%$225.4K———
Guardian Wealth Advisors, LLC / NC
N/A—3,881-3,881-100%$216.4K———
Qube Research & Technologies Ltd
N/A—3,232-3,232-100%$180.2K———
Geneos Wealth Management Inc.
N/A—3,071-3,071-100%$171.3K———
Vanguard Advisers Inc
N/A—3,001-3,001-100%$167.4K———
AE Wealth Management LLC
N/A—2,789-2,789-100%$155.5K———
IFG Advisory, LLC
N/A—2,510-2,510-100%$140.0K———
Huntington National Bank
N/A—2,100-2,100-100%$117.1K———
Tidemark, LLC
N/A—2,064-2,064-100%$115.1K———
Vanguard National Trust Co
N/A—1,855-1,855-100%$103.5K———
Atlantic Union Bankshares Corp
N/A—1,732-1,732-100%$96.6K———
Harbour Investments, Inc.
N/A—1,342-1,342-100%$74.8K———
BFC Planning, Inc.
N/A—1,321-1,321-100%$73.7K———
Sachetta, LLC
N/A—1,107-1,107-100%$61.8K———
Howe & Rusling Inc
N/A—725-725-100%$40.4K———
Steigerwald, Gordon & Koch Inc.
N/A—680-680-100%$37.9K———
Founders Financial Alliance, LLC
N/A—679-679-100%$37.9K———
Hantz Financial Services, Inc.
N/A—515-515-100%$29.0K———
Allied Private Wealth LLC
N/A—515-515-100%$27.9K———
New Republic Capital, LLC
N/A—470-470-100%$26.2K———
Bogart Wealth, LLC
N/A—423-423-100%$23.6K———
Dunhill Financial, LLC
N/A—379-379-100%$21.1K———
Strategic Wealth Partners, Ltd.
N/A—320-320-100%$17.8K———
Colonial Trust Co / SC
N/A—320-320-100%$17.7K———
Quent Capital, LLC
N/A—317-317-100%$17.7K———
Bartlett & Co. Wealth Management LLC
N/A—295-295-100%$16.5K———
Ankerstar Wealth, LLC
N/A—271-271-100%$15.1K———
Crewe Advisors LLC
N/A—238-238-100%$13.3K———
Medallion Wealth Advisors, LLC
N/A—225-225-100%$12.5K———
Continuum Advisory, LLC
N/A—200-200-100%$11.2K———
Prosperity Bancshares Inc
N/A—175-175-100%$9.8K———
Heritage Wealth Advisors
N/A—160-160-100%$8.9K———
Anchor Bay Capital, Inc.
N/A—144-144-100%$8.0K———
Mark Sheptoff Financial Planning, LLC
N/A—128-128-100%$7.1K———
Keating Financial Advisory Services, Inc.
N/A—125-125-100%$7.0K———
Cordant, Inc.
N/A—118-118-100%$6.6K———
Smartleaf Asset Management LLC
N/A—108-108-100%$6.0K———
WealthCollab, LLC
N/A—95-95-100%$5.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—19-19-100%$1.1K———
Brown Brothers Harriman & Co
N/A—7-7-100%$390———
ST Germain D J Co Inc
N/A—00—$16———
Showing 372 of 372 institutions