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Ishares Msci Global MIN VOL (ACWV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Aspiriant, LLC
INCREASED
Shares2,447,074 from 2,432,810
Change+14,264 (+1%)
Value$300.3M (+$7.8M)
Filed 2026-10-16
Dorval Corp
INCREASED
Shares192,334 from 186,708
Change+5,626 (+3%)
Value$23.6M (+$1.2M)
Filed 2026-10-29
HB Wealth Management, LLC
DECREASED
Shares118,998 from 122,463
Change-3,465 (-3%)
Value$14.6M (-$119.2K)
Filed 2026-10-23
Ackerman Capital Advisors, LLC
DECREASED
Shares118,312 from 119,876
Change-1,564 (-1%)
Value$14.5M (+$107.7K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares84,216 from 83,306
Change+910 (+1%)
Value$10.3M (+$320.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares82,893 from 79,483
Change+3,410 (+4%)
Value$10.2M (+$617.1K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares81,860 from 82,172
Change-312 (0%)
Value$10.0M (+$167.1K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares80,447 from 83,911
Change-3,464 (-4%)
Value$10.0M (-$234.9K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares76,740 from 77,853
Change-1,113 (-1%)
Value$9.6M (+$74.3K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares62,354 from 62,489
Change-135 (0%)
Value$7.7M (+$139.7K)
Filed 2026-10-14
Parkway Wealth Management Group, LLC
DECREASED
Shares56,411 from 56,909
Change-498 (-1%)
Value$6.9M (+$81.2K)
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares49,575 from 48,961
Change+614 (+1%)
Value$6.1M (+$197.8K)
Filed 2026-10-26
Iron Financial LLC
INCREASED
Shares48,433 from 48,127
Change+306 (+1%)
Value$5.9M (+$157.9K)
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares44,535 from 44,992
Change-457 (-1%)
Value$5.5M (+$13.9K)
Filed 2026-10-08
Cadent Capital Advisors, LLC
DECREASED
Shares35,045 from 35,744
Change-699 (-2%)
Value$4.3M (+$3.6K)
Filed 2026-10-09
GSG Advisors LLC
INCREASED
Shares34,336 from 34,043
Change+293 (+1%)
Value$4.2M (+$121.1K)
Filed 2026-11-03
Annex Advisory Services, LLC
DECREASED
Shares29,755 from 35,554
Change-5,799 (-16%)
Value$3.7M (-$622.8K)
Filed 2026-10-16
Creekside Partners
DECREASED
Shares29,092 from 31,684
Change-2,592 (-8%)
Value$3.6M (-$238.9K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares28,849 from 30,236
Change-1,387 (-5%)
Value$3.5M (-$94.0K)
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares28,770 from 28,753
Change+17 (+0%)
Value$3.5M (+$74.0K)
Filed 2026-10-20
K2 Financial Inc.
INCREASED
Shares20,688 from 20,328
Change+360 (+2%)
Value$2.6M (+$116.4K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares20,432 from 20,399
Change+33 (+0%)
Value$2.5M (+$55.0K)
Filed 2026-10-22
Hudson Oak Wealth Advisory LLC
INCREASED
Shares20,210 from 19,825
Change+385 (+2%)
Value$2.5M (+$96.8K)
Filed 2026-10-16
Selby Wealth Management, LLC
DECREASED
Shares19,630 from 20,281
Change-651 (-3%)
Value$2.4M (-$29.2K)
Filed 2026-10-16
FWG Investments, Llc.
UNCHANGED
Shares17,285 from 17,285
Change0 (0%)
Value$2.1M (+$43.2K)
Filed 2026-11-03
XY Planning Network, Inc.
DECREASED
Shares14,447 from 14,751
Change-304 (-2%)
Value$1.8M (-$512)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares12,410 from 11,727
Change+683 (+6%)
Value$1.5M (+$116.0K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,084 from 11,929
Change+155 (+1%)
Value$1.5M (+$48.8K)
Filed 2026-10-13
Professional Financial Advisors, LLC
DECREASED
Shares11,862 from 11,969
Change-107 (-1%)
Value$1.5M (+$16.8K)
Filed 2026-10-13
Balentine LLC
DECREASED
Shares11,507 from 16,382
Change-4,875 (-30%)
Value$1.4M (-$557.3K)
Filed 2026-11-03
Arkansas Financial Group, Inc.
UNCHANGED
Shares11,493 from 11,493
Change0 (0%)
Value$1.4M (+$28.7K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares11,475 from 11,040
Change+435 (+4%)
Value$1.4M (+$81.1K)
Filed 2026-11-04
Portland Financial Advisors Inc
DECREASED
Shares11,218 from 11,328
Change-110 (-1%)
Value$1.4M (+$14.8K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares10,988 from 11,027
Change-39 (0%)
Value$1.3M (+$22.8K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares10,877 from 13,076
Change-2,199 (-17%)
Value$1.3M (-$237.2K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares8,783 from 9,980
Change-1,197 (-12%)
Value$1.1M (-$112.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares8,783 from 9,980
Change-1,197 (-12%)
Value$1.1M (-$112.5K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
NEW
Shares8,740
Change+8,740
Value$1.1M
Filed 2026-10-22
Connecticut Wealth Management, LLC
DECREASED
Shares8,435 from 8,729
Change-294 (-3%)
Value$1.0M (-$14.3K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares8,353 from 8,984
Change-631 (-7%)
Value$1.0M (-$55.0K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares8,327 from 8,327
Change0 (0%)
Value$1.0M (+$20.8K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares8,184 from 8,318
Change-134 (-2%)
Value$1.0M (+$4.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares7,602 from 7,047
Change+555 (+8%)
Value$933.0K (+$85.8K)
Filed 2026-10-16
FAI Advisors, Inc.
DECREASED
Shares7,465 from 7,794
Change-329 (-4%)
Value$916.2K (-$20.9K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares7,243 from 5,730
Change+1,513 (+26%)
Value$888.9K (+$200.0K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares7,116 from 7,104
Change+12 (+0%)
Value$873.3K (+$19.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares6,623 from 6,152
Change+471 (+8%)
Value$812.9K (+$73.2K)
Filed 2026-10-08
Milestones Private Investment Advisors LLC
DECREASED
Shares6,615 from 7,190
Change-575 (-8%)
Value$811.9K (-$52.6K)
Filed 2026-10-19
Well Done, LLC
DECREASED
Shares6,605 from 6,922
Change-317 (-5%)
Value$810.7K (-$21.6K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares5,618 from 5,674
Change-56 (-1%)
Value$689.4K (+$7.3K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares5,507 from 5,535
Change-28 (-1%)
Value$675.9K (+$10.4K)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
DECREASED
Shares5,492 from 5,512
Change-20 (0%)
Value$674.0K (+$11.3K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares5,479 from 5,479
Change0 (0%)
Value$672.4K (+$13.7K)
Filed 2026-11-02
Integrity Wealth Partners, LLC
NEW
Shares5,474
Change+5,474
Value$671.9K
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares5,167
Change+5,167
Value$634.2K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares5,167 from 5,182
Change-15 (0%)
Value$634.2K (+$11.1K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
DECREASED
Shares5,135 from 5,160
Change-25 (0%)
Value$630.2K (+$9.8K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
DECREASED
Shares5,024 from 5,365
Change-341 (-6%)
Value$618.1K (-$27.3K)
Filed 2026-10-16
LifeGoal Investments, LLC
UNCHANGED
Shares4,994 from 4,994
Change0 (0%)
Value$612.9K (+$12.5K)
Filed 2026-10-09
Aspetuck Financial Management LLC
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$573.1K (+$11.7K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares4,601 from 4,601
Change0 (0%)
Value$564.7K (+$11.5K)
Filed 2026-10-15
CKW Financial Group
DECREASED
Shares4,492 from 4,941
Change-449 (-9%)
Value$552.0K (-$44.0K)
Filed 2026-10-29
Landaas & Co
UNCHANGED
Shares4,491 from 4,491
Change0 (0%)
Value$551.2K (+$11.2K)
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares4,389 from 4,645
Change-256 (-6%)
Value$538.7K (-$19.8K)
Filed 2026-11-05
PDS Planning, Inc
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$494.6K (+$10.1K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares3,677 from 3,650
Change+27 (+1%)
Value$451.3K (+$12.4K)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$447.6K (+$9.1K)
Filed 2026-11-03
Sensible Money, LLC
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$447.6K (+$9.1K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
UNCHANGED
Shares3,643 from 3,643
Change0 (0%)
Value$447.1K (+$9.1K)
Filed 2026-10-09
Appleton Partners Inc
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$439.0K (+$9.0K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares3,572 from 3,739
Change-167 (-4%)
Value$438.4K (-$11.1K)
Filed 2026-10-22
Vestment Financial LLC
INCREASED
Shares3,439 from 2,680
Change+759 (+28%)
Value$422.8K (+$95.8K)
Filed 2026-10-13
Eastern Bank
UNCHANGED
Shares3,172 from 3,172
Change0 (0%)
Value$389.3K (+$7.9K)
Filed 2026-10-05
Perryman Financial Advisory Inc
DECREASED
Shares3,018 from 3,033
Change-15 (0%)
Value$370.4K (+$5.7K)
Filed 2026-10-16
Focus Financial Network, Inc.
UNCHANGED
Shares2,849 from 2,849
Change0 (0%)
Value$349.7K (+$7.1K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares2,846 from 2,531
Change+315 (+12%)
Value$349.3K (+$45.0K)
Filed 2026-10-29
Stanich Group LLC
DECREASED
Shares2,811 from 2,824
Change-13 (0%)
Value$344.9K (+$5.5K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
UNCHANGED
Shares2,748 from 2,748
Change0 (0%)
Value$337.2K (+$6.9K)
Filed 2026-11-05
Parisi Gray Wealth Management
UNCHANGED
Shares2,711 from 2,711
Change0 (0%)
Value$332.7K (+$6.8K)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$331.9K (+$6.8K)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares2,623 from 2,816
Change-193 (-7%)
Value$321.9K (-$16.6K)
Filed 2026-10-27
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$315.3K (+$6.4K)
Filed 2026-10-15
Oliver Luxxe Assets LLC
INCREASED
Shares2,567 from 1,733
Change+834 (+48%)
Value$315.1K (+$106.7K)
Filed 2026-10-14
First American Bank
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$306.8K (+$6.3K)
Filed 2026-10-27
First Community Trust NA
NEW
Shares2,491
Change+2,491
Value$305.7K
Filed 2026-10-07
WP Advisors, LLC
DECREASED
Shares2,404 from 2,405
Change-1 (0%)
Value$295.2K (+$6.0K)
Filed 2026-10-22
First Heartland Consultants, Inc.
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$287.2K (+$5.9K)
Filed 2026-10-08
Aureum Wealth Management, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$276.1K (+$5.6K)
Filed 2026-10-15
Veery Capital, LLC
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$272.6K (+$5.6K)
Filed 2026-10-07
Lynx Investment Advisory
DECREASED
Shares2,216 from 2,276
Change-60 (-3%)
Value$272.0K (-$1.7K)
Filed 2026-10-27
CGN Advisors LLC
UNCHANGED
Shares2,186 from 2,186
Change0 (0%)
Value$268.3K (+$5.5K)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$263.3K (+$5.4K)
Filed 2026-10-09
Evergreen Capital Management LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$262.2K (+$5.3K)
Filed 2026-10-23
Sherman Wealth Management LLC
DECREASED
Shares2,122 from 2,135
Change-13 (-1%)
Value$260.4K (+$3.7K)
Filed 2026-10-16
Independent Wealth Network Inc.
DECREASED
Shares2,113 from 2,161
Change-48 (-2%)
Value$259.3K (-$489)
Filed 2026-10-19
Patten & Patten Inc
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$247.7K (+$5.0K)
Filed 2026-10-26
Soltis Investment Advisors LLC
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$238.3K (+$4.9K)
Filed 2026-10-28
Lee Financial Co
UNCHANGED
Shares1,934 from 1,934
Change0 (0%)
Value$237.4K (+$4.8K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares1,861 from 1,814
Change+47 (+3%)
Value$228.4K (+$10.3K)
Filed 2026-10-20
Mascoma Wealth Management LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$228.3K (+$4.7K)
Filed 2026-10-23
Alterna Wealth Management, Inc
DECREASED
Shares1,844 from 2,170
Change-326 (-15%)
Value$226.3K (-$34.6K)
Filed 2026-10-27
Park Avenue Securities LLC
NEW
Shares1,797
Change+1,797
Value$221.0K
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares1,770 from 1,922
Change-152 (-8%)
Value$217.2K (-$13.9K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$211.5K (+$4.3K)
Filed 2026-10-13
Sunrise Financial Services, LLC
DECREASED
Shares1,719 from 1,894
Change-175 (-9%)
Value$211.0K (-$16.7K)
Filed 2026-10-21
CFM Wealth Partners LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$209.6K (+$4.3K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares1,671 from 2,083
Change-412 (-20%)
Value$205.1K (-$45.4K)
Filed 2026-10-23
Symmetry Partners, LLC
NEW
Shares1,643
Change+1,643
Value$201.6K
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares1,349 from 103
Change+1,246 (+1210%)
Value$165.6K (+$153.2K)
Filed 2026-10-21
KFG LLC
NEW
Shares1,308
Change+1,308
Value$160.5K
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$158.0K (+$3.2K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares1,197 from 3,656
Change-2,459 (-67%)
Value$146.9K (-$292.7K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares1,185
Change+1,185
Value$145.4K
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares1,184 from 958
Change+226 (+24%)
Value$145.3K (+$30.1K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares1,180 from 889
Change+291 (+33%)
Value$144.8K (+$37.9K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares1,025 from 694
Change+331 (+48%)
Value$125.8K (+$42.4K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares1,009 from 1,011
Change-2 (0%)
Value$123.8K (+$2.3K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$111.1K (+$2.3K)
Filed 2026-10-07
Holos Integrated Wealth LLC
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$108.5K (+$3.8K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares845
Change+845
Value$103.7K
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$96.6K (+$2.0K)
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$91.4K (+$1.9K)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$90.6K (+$1.8K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
DECREASED
Shares669 from 783
Change-114 (-15%)
Value$82.1K (-$12.0K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$77.0K (+$1.6K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$69.2K (+$1.4K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares549 from 548
Change+1 (+0%)
Value$67.4K (+$1.5K)
Filed 2026-10-14
Toth Financial Advisory Corp
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$48.2K (+$982)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$36.1K (+$736)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$33.0K (+$673)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares256 from 230
Change+26 (+11%)
Value$31.4K (+$3.8K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares252
Change+252
Value$30.9K
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares243
Change+243
Value$24
Filed 2026-10-02
Creative Capital Management Investments LLC
NEW
Shares190
Change+190
Value$23.3K
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares184
Change+184
Value$22.6K
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$19.8K (+$402)
Filed 2026-10-15
Gamma Investing LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$18.9K (+$385)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$15.7K (+$319)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$12.6K (+$256)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares93
Change+93
Value$11.4K
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$10.6K (+$217)
Filed 2026-10-14
Centerpoint Advisors, LLC
NEW
Shares67
Change+67
Value$8
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$8.0K (+$163)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.4K (+$150)
Filed 2026-10-22
GGM Financial LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.3K (+$149)
Filed 2026-11-05
Paladin Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.4K (+$150)
Filed 2026-10-06
Horizon Financial Services, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.8K (+$38)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.6K (+$32)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$737 (+$15)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$491 (+$10)
Filed 2026-11-03
Bulwark Capital Corp
CLOSED
Shares0 from 7,182
Change-7,182 (-100%)
Value$0 (-$863.5K)
Filed 2026-10-13
TBH Global Asset Management, LLC
CLOSED
Shares0 from 6,370
Change-6,370 (-100%)
Value$0 (-$765.9K)
Filed 2026-11-03
Ferguson Shapiro LLC
CLOSED
Shares0 from 1,818
Change-1,818 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,227
Change-1,227 (-100%)
Value$0 (-$147.5K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$37.2K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-26
Investors Research Corp
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-07
Blue Trust, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-15
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
SEI Investments Co
N/A
Shares— from 2,745,969
Change-2,745,969 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,633,451
Change-1,633,451 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,181,253
Change-1,181,253 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,170,834
Change-1,170,834 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 742,422
Change-742,422 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 703,180
Change-703,180 (-100%)
Value—
UBS Group AG
N/A
Shares— from 475,683
Change-475,683 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 399,735
Change-399,735 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 208,290
Change-208,290 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 194,067
Change-194,067 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 167,514
Change-167,514 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 149,432
Change-149,432 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 135,700
Change-135,700 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 134,472
Change-134,472 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 128,883
Change-128,883 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 116,318
Change-116,318 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 111,010
Change-111,010 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 102,954
Change-102,954 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 90,522
Change-90,522 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 86,914
Change-86,914 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 86,019
Change-86,019 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 81,481
Change-81,481 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 77,599
Change-77,599 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 74,698
Change-74,698 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 69,814
Change-69,814 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 68,179
Change-68,179 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,483
Change-67,483 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 67,415
Change-67,415 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 57,140
Change-57,140 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 49,288
Change-49,288 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,504
Change-48,504 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 48,457
Change-48,457 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 43,433
Change-43,433 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 41,131
Change-41,131 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,667
Change-33,667 (-100%)
Value—
&partners
N/A
Shares— from 32,124
Change-32,124 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 30,850
Change-30,850 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 30,680
Change-30,680 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 29,924
Change-29,924 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,161
Change-29,161 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 28,263
Change-28,263 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 27,551
Change-27,551 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 17,878
Change-17,878 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
Prudential PLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,441
Change-15,441 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,494
Change-14,494 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,417
Change-14,417 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,843
Change-12,843 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,797
Change-12,797 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 11,158
Change-11,158 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,834
Change-10,834 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,486
Change-10,486 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,441
Change-10,441 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 10,167
Change-10,167 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,561
Change-9,561 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,499
Change-9,499 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,826
Change-8,826 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,873
Change-7,873 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,038
Change-6,038 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 468
Change-468 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 161
Change-161 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 67
Change-67 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 29
Change-29 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 23
Change-23 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4
Change-4 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Aspiriant, LLC
INCREASED2,447,0742,432,810+14,264+1%$292.5M$300.3M+$7.8M2026-10-16
Dorval Corp
INCREASED192,334186,708+5,626+3%$22.4M$23.6M+$1.2M2026-10-29
HB Wealth Management, LLC
DECREASED118,998122,463-3,465-3%$14.7M$14.6M-$119.2K2026-10-23
Ackerman Capital Advisors, LLC
DECREASED118,312119,876-1,564-1%$14.4M$14.5M+$107.7K2026-10-30
Commonwealth Equity Services, LLC
INCREASED84,21683,306+910+1%$10.0M$10.3M+$320.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED82,89379,483+3,410+4%$9.6M$10.2M+$617.1K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED81,86082,172-3120%$9.9M$10.0M+$167.1K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED80,44783,911-3,464-4%$10.3M$10.0M-$234.9K2026-10-13
Truist Financial Corp
DECREASED76,74077,853-1,113-1%$9.5M$9.6M+$74.3K2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED62,35462,489-1350%$7.5M$7.7M+$139.7K2026-10-14
Parkway Wealth Management Group, LLC
DECREASED56,41156,909-498-1%$6.8M$6.9M+$81.2K2026-10-20
SYM Financial Corp
INCREASED49,57548,961+614+1%$5.9M$6.1M+$197.8K2026-10-26
Iron Financial LLC
INCREASED48,43348,127+306+1%$5.8M$5.9M+$157.9K2026-10-23
Apella Capital, LLC
DECREASED44,53544,992-457-1%$5.5M$5.5M+$13.9K2026-10-08
Cadent Capital Advisors, LLC
DECREASED35,04535,744-699-2%$4.3M$4.3M+$3.6K2026-10-09
GSG Advisors LLC
INCREASED34,33634,043+293+1%$4.1M$4.2M+$121.1K2026-11-03
Annex Advisory Services, LLC
DECREASED29,75535,554-5,799-16%$4.3M$3.7M-$622.8K2026-10-16
Creekside Partners
DECREASED29,09231,684-2,592-8%$3.8M$3.6M-$238.9K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED28,84930,236-1,387-5%$3.6M$3.5M-$94.0K2026-11-02
Old National Bancorp
INCREASED28,77028,753+17+0%$3.5M$3.5M+$74.0K2026-10-20
K2 Financial Inc.
INCREASED20,68820,328+360+2%$2.5M$2.6M+$116.4K2026-10-26
Perigon Wealth Management, LLC
INCREASED20,43220,399+33+0%$2.5M$2.5M+$55.0K2026-10-22
Hudson Oak Wealth Advisory LLC
INCREASED20,21019,825+385+2%$2.4M$2.5M+$96.8K2026-10-16
Selby Wealth Management, LLC
DECREASED19,63020,281-651-3%$2.4M$2.4M-$29.2K2026-10-16
FWG Investments, Llc.
UNCHANGED17,28517,28500%$2.1M$2.1M+$43.2K2026-11-03
XY Planning Network, Inc.
DECREASED14,44714,751-304-2%$1.8M$1.8M-$5122026-10-14
Thrivent Financial for Lutherans
INCREASED12,41011,727+683+6%$1.4M$1.5M+$116.0K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED12,08411,929+155+1%$1.4M$1.5M+$48.8K2026-10-13
Professional Financial Advisors, LLC
DECREASED11,86211,969-107-1%$1.4M$1.5M+$16.8K2026-10-13
Balentine LLC
DECREASED11,50716,382-4,875-30%$2.0M$1.4M-$557.3K2026-11-03
Arkansas Financial Group, Inc.
UNCHANGED11,49311,49300%$1.4M$1.4M+$28.7K2026-10-26
Csenge Advisory Group
INCREASED11,47511,040+435+4%$1.3M$1.4M+$81.1K2026-11-04
Portland Financial Advisors Inc
DECREASED11,21811,328-110-1%$1.4M$1.4M+$14.8K2026-10-26
Creative Planning
DECREASED10,98811,027-390%$1.3M$1.3M+$22.8K2026-11-02
Visionary Wealth Advisors
DECREASED10,87713,076-2,199-17%$1.6M$1.3M-$237.2K2026-11-04
Diversify Advisory Services, LLC
DECREASED8,7839,980-1,197-12%$1.2M$1.1M-$112.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED8,7839,980-1,197-12%$1.2M$1.1M-$112.5K2026-10-20
Sagespring Wealth Partners, LLC
NEW8,740—+8,740——$1.1M—2026-10-22
Connecticut Wealth Management, LLC
DECREASED8,4358,729-294-3%$1.0M$1.0M-$14.3K2026-10-13
WBH Advisory Inc
DECREASED8,3538,984-631-7%$1.1M$1.0M-$55.0K2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED8,3278,32700%$1.0M$1.0M+$20.8K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED8,1848,318-134-2%$1.0M$1.0M+$4.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED7,6027,047+555+8%$847.2K$933.0K+$85.8K2026-10-16
FAI Advisors, Inc.
DECREASED7,4657,794-329-4%$937.1K$916.2K-$20.9K2026-10-27
Diversified Enterprises, LLC
INCREASED7,2435,730+1,513+26%$688.9K$888.9K+$200.0K2026-10-19
PFG Advisors
INCREASED7,1167,104+12+0%$854.1K$873.3K+$19.2K2026-10-16
Farther Finance Advisors, LLC
INCREASED6,6236,152+471+8%$739.7K$812.9K+$73.2K2026-10-08
Milestones Private Investment Advisors LLC
DECREASED6,6157,190-575-8%$864.5K$811.9K-$52.6K2026-10-19
Well Done, LLC
DECREASED6,6056,922-317-5%$832.3K$810.7K-$21.6K2026-10-20
United Advisor Group, LLC
DECREASED5,6185,674-56-1%$682.1K$689.4K+$7.3K2026-11-03
Fifth Third Bancorp
DECREASED5,5075,535-28-1%$665.5K$675.9K+$10.4K2026-11-05
Bryant Woods Investment Advisors, LLC
DECREASED5,4925,512-200%$662.7K$674.0K+$11.3K2026-10-26
Wealth Dimensions Group, Ltd.
UNCHANGED5,4795,47900%$658.7K$672.4K+$13.7K2026-11-02
Integrity Wealth Partners, LLC
NEW5,474—+5,474——$671.9K—2026-10-14
Schear Investment Advisers, LLC
NEW5,167—+5,167——$634.2K—2026-10-14
Tempo Wealth, LLC
DECREASED5,1675,182-150%$623.1K$634.2K+$11.1K2026-10-14
Armbruster Capital Management, Inc.
DECREASED5,1355,160-250%$620.4K$630.2K+$9.8K2026-10-19
TD Waterhouse Canada Inc.
DECREASED5,0245,365-341-6%$645.4K$618.1K-$27.3K2026-10-16
LifeGoal Investments, LLC
UNCHANGED4,9944,99400%$600.4K$612.9K+$12.5K2026-10-09
Aspetuck Financial Management LLC
UNCHANGED4,6704,67000%$561.5K$573.1K+$11.7K2026-11-04
Turtle Creek Wealth Advisors, LLC
UNCHANGED4,6014,60100%$553.2K$564.7K+$11.5K2026-10-15
CKW Financial Group
DECREASED4,4924,941-449-9%$596.0K$552.0K-$44.0K2026-10-29
Landaas & Co
UNCHANGED4,4914,49100%$540.0K$551.2K+$11.2K2026-10-29
Moneco Advisors, LLC
DECREASED4,3894,645-256-6%$558.5K$538.7K-$19.8K2026-11-05
PDS Planning, Inc
UNCHANGED4,0304,03000%$484.5K$494.6K+$10.1K2026-11-03
Stewardship Advisors, LLC
INCREASED3,6773,650+27+1%$438.8K$451.3K+$12.4K2026-10-20
Asset Dedication, LLC
UNCHANGED3,6473,64700%$438.5K$447.6K+$9.1K2026-11-03
Sensible Money, LLC
UNCHANGED3,6473,64700%$438.5K$447.6K+$9.1K2026-10-20
Investment Partners Asset Management, Inc.
UNCHANGED3,6433,64300%$438.0K$447.1K+$9.1K2026-10-09
Appleton Partners Inc
UNCHANGED3,5753,57500%$430.0K$439.0K+$9.0K2026-10-30
Brookstone Capital Management
DECREASED3,5723,739-167-4%$449.5K$438.4K-$11.1K2026-10-22
Vestment Financial LLC
INCREASED3,4392,680+759+28%$326.9K$422.8K+$95.8K2026-10-13
Eastern Bank
UNCHANGED3,1723,17200%$381.4K$389.3K+$7.9K2026-10-05
Perryman Financial Advisory Inc
DECREASED3,0183,033-150%$364.6K$370.4K+$5.7K2026-10-16
Focus Financial Network, Inc.
UNCHANGED2,8492,84900%$342.6K$349.7K+$7.1K2026-10-14
Vise Technologies, Inc.
INCREASED2,8462,531+315+12%$304.3K$349.3K+$45.0K2026-10-29
Stanich Group LLC
DECREASED2,8112,824-130%$339.4K$344.9K+$5.5K2026-10-16
Joel Isaacson & Co., LLC
UNCHANGED2,7482,74800%$330.4K$337.2K+$6.9K2026-11-05
Parisi Gray Wealth Management
UNCHANGED2,7112,71100%$325.9K$332.7K+$6.8K2026-10-16
Birchwood Financial Partners, Inc.
UNCHANGED2,7052,70500%$325.2K$331.9K+$6.8K2026-11-02
WPG Advisers, LLC
DECREASED2,6232,816-193-7%$338.6K$321.9K-$16.6K2026-10-27
Patriot Investment Management Group, Inc.
UNCHANGED2,5692,56900%$308.9K$315.3K+$6.4K2026-10-15
Oliver Luxxe Assets LLC
INCREASED2,5671,733+834+48%$208.4K$315.1K+$106.7K2026-10-14
First American Bank
UNCHANGED2,5002,50000%$300.6K$306.8K+$6.3K2026-10-27
First Community Trust NA
NEW2,491—+2,491——$305.7K—2026-10-07
WP Advisors, LLC
DECREASED2,4042,405-10%$289.2K$295.2K+$6.0K2026-10-22
First Heartland Consultants, Inc.
UNCHANGED2,3402,34000%$281.3K$287.2K+$5.9K2026-10-08
Aureum Wealth Management, LLC
UNCHANGED2,2502,25000%$270.5K$276.1K+$5.6K2026-10-15
Veery Capital, LLC
UNCHANGED2,2212,22100%$267.0K$272.6K+$5.6K2026-10-07
Lynx Investment Advisory
DECREASED2,2162,276-60-3%$273.6K$272.0K-$1.7K2026-10-27
CGN Advisors LLC
UNCHANGED2,1862,18600%$262.8K$268.3K+$5.5K2026-10-21
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,1452,14500%$257.9K$263.3K+$5.4K2026-10-09
Evergreen Capital Management LLC
UNCHANGED2,1362,13600%$256.8K$262.2K+$5.3K2026-10-23
Sherman Wealth Management LLC
DECREASED2,1222,135-13-1%$256.6K$260.4K+$3.7K2026-10-16
Independent Wealth Network Inc.
DECREASED2,1132,161-48-2%$259.8K$259.3K-$4892026-10-19
Patten & Patten Inc
UNCHANGED2,0182,01800%$242.6K$247.7K+$5.0K2026-10-26
Soltis Investment Advisors LLC
UNCHANGED1,9411,94100%$233.4K$238.3K+$4.9K2026-10-28
Lee Financial Co
UNCHANGED1,9341,93400%$232.5K$237.4K+$4.8K2026-10-16
Trilogy Capital Inc.
INCREASED1,8611,814+47+3%$218.1K$228.4K+$10.3K2026-10-20
Mascoma Wealth Management LLC
UNCHANGED1,8601,86000%$223.6K$228.3K+$4.7K2026-10-23
Alterna Wealth Management, Inc
DECREASED1,8442,170-326-15%$260.9K$226.3K-$34.6K2026-10-27
Park Avenue Securities LLC
NEW1,797—+1,797——$221.0K—2026-10-26
RFG Advisory, LLC
DECREASED1,7701,922-152-8%$231.1K$217.2K-$13.9K2026-11-03
Syntegra Private Wealth Group, LLC
UNCHANGED1,7231,72300%$207.2K$211.5K+$4.3K2026-10-13
Sunrise Financial Services, LLC
DECREASED1,7191,894-175-9%$227.7K$211.0K-$16.7K2026-10-21
CFM Wealth Partners LLC
UNCHANGED1,7081,70800%$205.4K$209.6K+$4.3K2026-11-05
Sigma Planning Corp
DECREASED1,6712,083-412-20%$250.4K$205.1K-$45.4K2026-10-23
Symmetry Partners, LLC
NEW1,643—+1,643——$201.6K—2026-10-27
Trust Co of Vermont
INCREASED1,349103+1,246+1210%$12.4K$165.6K+$153.2K2026-10-21
KFG LLC
NEW1,308—+1,308——$160.5K—2026-11-02
Pacific Center for Financial Services
UNCHANGED1,2871,28700%$154.7K$158.0K+$3.2K2026-10-15
US Bancorp \de\
DECREASED1,1973,656-2,459-67%$439.6K$146.9K-$292.7K2026-11-05
Jacobi Capital Management LLC
NEW1,185—+1,185——$145.4K—2026-11-05
Rossby Financial, LCC
INCREASED1,184958+226+24%$115.2K$145.3K+$30.1K2026-11-05
Cape Investment Advisory, Inc.
INCREASED1,180889+291+33%$106.9K$144.8K+$37.9K2026-10-13
Assetmark, Inc
INCREASED1,025694+331+48%$83.4K$125.8K+$42.4K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED1,0091,011-20%$121.6K$123.8K+$2.3K2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED90590500%$108.8K$111.1K+$2.3K2026-10-07
Holos Integrated Wealth LLC
UNCHANGED85485400%$104.8K$108.5K+$3.8K2026-10-23
Heritage Family Offices, LLP
NEW845—+845——$103.7K—2026-11-02
Spire Wealth Management
UNCHANGED78778700%$94.7K$96.6K+$2.0K2026-10-30
Mather Group, Llc.
UNCHANGED74574500%$89.6K$91.4K+$1.9K2026-10-14
Private Trust Co NA
UNCHANGED73873800%$88.7K$90.6K+$1.8K2026-10-20
Silver Grove Financial Group, Inc.
DECREASED669783-114-15%$94.1K$82.1K-$12.0K2026-11-05
Parallel Advisors, LLC
UNCHANGED62762700%$75.4K$77.0K+$1.6K2026-11-03
IFP Advisors, Inc
UNCHANGED56456400%$67.8K$69.2K+$1.4K2026-10-16
Triumph Capital Management
INCREASED549548+1+0%$65.9K$67.4K+$1.5K2026-10-14
Toth Financial Advisory Corp
UNCHANGED39339300%$47.3K$48.2K+$9822026-10-08
Lanark Financial, Inc.
UNCHANGED29429400%$35.3K$36.1K+$7362026-10-26
Central Trust Co
UNCHANGED26926900%$32.3K$33.0K+$6732026-11-05
Creative Financial Designs Inc
INCREASED256230+26+11%$27.7K$31.4K+$3.8K2026-11-04
Root Financial Partners, LLC
NEW252—+252——$30.9K—2026-10-21
Polaris Financial Partners
NEW243—+243——$24—2026-10-02
Creative Capital Management Investments LLC
NEW190—+190——$23.3K—2026-10-28
Latitude Advisors, LLC
NEW184—+184——$22.6K—2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED16116100%$19.4K$19.8K+$4022026-10-15
Gamma Investing LLC
UNCHANGED15415400%$18.5K$18.9K+$3852026-10-08
Buck Wealth Strategies, LLC
UNCHANGED12812800%$15.4K$15.7K+$3192026-10-28
Signaturefd, LLC
UNCHANGED10210200%$12.3K$12.6K+$2562026-10-23
Ascentis Independent Advisors
NEW93—+93——$11.4K—2026-11-03
First Pacific Financial
UNCHANGED878700%$10.4K$10.6K+$2172026-10-14
Centerpoint Advisors, LLC
NEW67—+67——$8—2026-11-05
CoreCap Advisors, LLC
UNCHANGED656500%$7.9K$8.0K+$1632026-10-08
Barrett & Company, Inc.
UNCHANGED606000%$7.2K$7.4K+$1502026-10-22
GGM Financial LLC
UNCHANGED606000%$7.2K$7.3K+$1492026-11-05
Paladin Partners, LLC
UNCHANGED606000%$7.2K$7.4K+$1502026-10-06
Horizon Financial Services, LLC
UNCHANGED151500%$1.8K$1.8K+$382026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED131300%$1.6K$1.6K+$322026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED6600%$722$737+$152026-10-23
JFS Wealth Advisors, LLC
UNCHANGED4400%$481$491+$102026-11-03
Bulwark Capital Corp
CLOSED07,182-7,182-100%$863.5K$0-$863.5K2026-10-13
TBH Global Asset Management, LLC
CLOSED06,370-6,370-100%$765.9K$0-$765.9K2026-11-03
Ferguson Shapiro LLC
CLOSED01,818-1,818-100%$218.6K$0-$218.6K2026-10-16
AdvisorNet Financial, Inc
CLOSED01,227-1,227-100%$147.5K$0-$147.5K2026-10-15
Cornerstone Planning Group LLC
CLOSED0306-306-100%$37.2K$0-$37.2K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED0147-147-100%$17.6K$0-$17.6K2026-10-26
Investors Research Corp
CLOSED099-99-100%$11.9K$0-$11.9K2026-10-07
Blue Trust, Inc.
CLOSED078-78-100%$9.4K$0-$9.4K2026-10-15
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
SEI Investments Co
N/A—2,745,969-2,745,969-100%$330.1M———
Manufacturers Life Insurance Company, the
N/A—1,633,451-1,633,451-100%$196.4M———
Bank of America Corp
N/A—1,181,253-1,181,253-100%$142.0M———
BlackRock, Inc.
N/A—1,170,834-1,170,834-100%$140.8M———
LPL Financial LLC
N/A—742,422-742,422-100%$89.3M———
1832 Asset Management L.P.
N/A—703,180-703,180-100%$84.5M———
UBS Group AG
N/A—475,683-475,683-100%$57.2M———
Morgan Stanley
N/A—399,735-399,735-100%$48.1M———
Jane Street Group, LLC
N/A—208,290-208,290-100%$25.0M———
Envestnet Asset Management Inc
N/A—194,067-194,067-100%$23.3M———
Bessemer Group Inc
N/A—167,514-167,514-100%$20.1M———
Rockefeller Capital Management L.P.
N/A—149,432-149,432-100%$18.0M———
JPMorgan Chase & Co
N/A—135,700-135,700-100%$16.3M———
Wells Fargo & Company
N/A—134,472-134,472-100%$16.2M———
Baron Silver Stevens Financial Advisors, LLC
N/A—128,883-128,883-100%$15.5M———
Ameriprise Financial Inc
N/A—116,318-116,318-100%$14.0M———
Raymond James Financial Inc
N/A—111,010-111,010-100%$13.3M———
RFP Financial Group LLC
N/A—102,954-102,954-100%$12.4M———
Tacita Capital Inc
N/A—90,522-90,522-100%$10.9M———
Northwestern Mutual Wealth Management Co
N/A—86,914-86,914-100%$10.4M———
Mariner, LLC
N/A—86,019-86,019-100%$10.3M———
Susquehanna International Group, LLP
N/A—81,481-81,481-100%$9.8M———
Beacon Pointe Advisors, LLC
N/A—77,599-77,599-100%$9.3M———
Jones Financial Companies Lllp
N/A—74,698-74,698-100%$8.8M———
Royal Bank of Canada
N/A—69,814-69,814-100%$8.4M———
Sequoia Financial Advisors, LLC
N/A—68,179-68,179-100%$8.2M———
Cetera Investment Advisers
N/A—67,483-67,483-100%$8.1M———
Mercer Global Advisors Inc
N/A—67,415-67,415-100%$8.1M———
Glenmede Trust Co NA
N/A—57,140-57,140-100%$6.9M———
Choate Investment Advisors
N/A—49,288-49,288-100%$5.9M———
Osaic Holdings, Inc.
N/A—48,504-48,504-100%$5.8M———
HRT Financial LP
N/A—48,457-48,457-100%$5.8M———
Alliancebernstein L.P.
N/A—43,433-43,433-100%$5.2M———
Noble Wealth Partners LLC
N/A—41,131-41,131-100%$4.9M———
NewEdge Advisors, LLC
N/A—33,667-33,667-100%$4.0M———
&partners
N/A—32,124-32,124-100%$3.9M———
Empowered Funds, LLC
N/A—30,850-30,850-100%$3.7M———
HighTower Advisors, LLC
N/A—30,680-30,680-100%$3.7M———
National Bank of Canada
N/A—29,924-29,924-100%$3.6M———
Merit Financial Group, LLC
N/A—29,161-29,161-100%$3.5M———
Cambria Investment Management, L.P.
N/A—28,263-28,263-100%$3.4M———
Captrust Financial Advisors
N/A—27,551-27,551-100%$3.3M———
Arcus Capital Partners, LLC
N/A—17,878-17,878-100%$2.1M———
Arax Advisory Partners
N/A—17,475-17,475-100%$2.1M———
Prudential PLC
N/A—17,000-17,000-100%$2.0M———
Lester Murray Antman dba SimplyRich
N/A—16,459-16,459-100%$2.0M———
CIBC World Market Inc.
N/A—15,655-15,655-100%$1.9M———
Stratos Wealth Advisors, LLC
N/A—15,441-15,441-100%$1.9M———
FMR LLC
N/A—15,425-15,425-100%$1.9M———
Sanctuary Advisors, LLC
N/A—14,494-14,494-100%$1.7M———
AQR Capital Management LLC
N/A—14,417-14,417-100%$1.7M———
Savant Capital, LLC
N/A—13,006-13,006-100%$1.6M———
Equitable Holdings, Inc.
N/A—12,843-12,843-100%$1.5M———
Clearstead Advisors, LLC
N/A—12,830-12,830-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—12,797-12,797-100%$1.5M———
John A. Wolfe & Associates, Inc.
N/A—12,427-12,427-100%$1.5M———
Chatterton & Associates Inc.
N/A—12,333-12,333-100%$1.5M———
Planning Directions Inc
N/A—11,278-11,278-100%$1.4M———
Rhumbline Advisers
N/A—11,158-11,158-100%$1.3M———
Focus Partners Wealth
N/A—11,010-11,010-100%$1.3M———
Mutual Advisors, LLC
N/A—10,855-10,855-100%$1.3M———
Cerity Partners LLC
N/A—10,834-10,834-100%$1.3M———
Valmark Advisers, Inc.
N/A—10,543-10,543-100%$1.3M———
Janney Montgomery Scott LLC
N/A—10,486-10,486-100%$1.3M———
Alesco Advisors, LLC, An ESL Co
N/A—10,441-10,441-100%$1.3M———
NewEdge Wealth, LLC
N/A—10,393-10,393-100%$1.2M———
RIK Saylor Financial, Inc.
N/A—10,167-10,167-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—9,683-9,683-100%$1.2M———
MML Investors Services, LLC
N/A—9,561-9,561-100%$1.1M———
Waverly Advisors, LLC
N/A—9,499-9,499-100%$1.1M———
Snowden Capital Advisors LLC
N/A—9,071-9,071-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—8,826-8,826-100%$1.1M———
Centaurus Financial, Inc.
N/A—8,626-8,626-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—8,256-8,256-100%$992.6K———
Citadel Advisors LLC
N/A—8,210-8,210-100%$987.1K———
Stratos Wealth Partners, Ltd.
N/A—7,873-7,873-100%$946.7K———
Brown Brothers Harriman & Co
N/A—7,868-7,868-100%$946.0K———
Bellwether Advisors, LLC
N/A—7,253-7,253-100%$872.0K———
Geneos Wealth Management Inc.
N/A—7,106-7,106-100%$854.3K———
Granite Harbor Advisors, Inc.
N/A—6,962-6,962-100%$837.0K———
Goldman Sachs Group Inc
N/A—6,882-6,882-100%$827.4K———
Moneta Group Investment Advisors LLC
N/A—6,779-6,779-100%$815.0K———
MAI Capital Management
N/A—6,430-6,430-100%$773.1K———
Millennium Management LLC
N/A—6,173-6,173-100%$742.2K———
Principal Securities, Inc.
N/A—6,038-6,038-100%$725.9K———
Wealthspire Advisors, LLC
N/A—5,987-5,987-100%$719.8K———
Readystate Asset Management LP
N/A—5,980-5,980-100%$719.0K———
HSBC Holdings PLC
N/A—5,722-5,722-100%$688.0K———
Freedom Investment Management, Inc.
N/A—5,692-5,692-100%$684.3K———
UBS Asset Management Americas LLC
N/A—5,672-5,672-100%$681.9K———
Stifel Financial Corp
N/A—5,639-5,639-100%$677.9K———
Kingsview Wealth Management, LLC
N/A—5,399-5,399-100%$649.1K———
Summit Financial, LLC
N/A—5,178-5,178-100%$622.6K———
OneDigital Investment Advisors LLC
N/A—5,066-5,066-100%$609.1K———
Magnolia Capital Advisors LLC
N/A—4,698-4,698-100%$564.8K———
Hyundai Investments Co., Ltd.
N/A—4,590-4,590-100%$552.9K———
Blair William & Co
N/A—4,584-4,584-100%$551.1K———
Flow Traders U.S. LLC
N/A—4,578-4,578-100%$550.0K———
PNC Financial Services Group, Inc.
N/A—4,497-4,497-100%$540.6K———
Whittier Trust Co of Nevada Inc
N/A—4,415-4,415-100%$541.6K———
Private Advisor Group, LLC
N/A—4,397-4,397-100%$528.6K———
Silver OAK Securities, Incorporated
N/A—4,378-4,378-100%$526.4K———
Northern Trust Corp
N/A—4,290-4,290-100%$515.8K———
Harbour Investments, Inc.
N/A—4,126-4,126-100%$496.0K———
Coldstream Capital Management Inc
N/A—4,045-4,045-100%$486.4K———
World Investment Advisors
N/A—3,971-3,971-100%$474.6K———
Bank of Montreal
N/A—3,643-3,643-100%$437.9K———
Rathbones Group PLC
N/A—3,633-3,633-100%$436.8K———
Cassady Wealth & Retirement Planning, LLC
N/A—3,522-3,522-100%$423.5K———
FAS Wealth Partners, Inc.
N/A—3,439-3,439-100%$413.5K———
Van Hulzen Asset Management, LLC
N/A—3,357-3,357-100%$403.6K———
AE Wealth Management LLC
N/A—3,210-3,210-100%$386.0K———
Cofg Advisors, LLC
N/A—3,042-3,042-100%$365.8K———
Thoroughbred Financial Services, LLC
N/A—3,030-3,030-100%$364.0K———
Western Wealth Management, LLC
N/A—3,019-3,019-100%$363.0K———
Two Sigma Securities, LLC
N/A—2,933-2,933-100%$352.6K———
Keystone Financial Group
N/A—2,842-2,842-100%$341.7K———
Focus Partners Advisor Solutions, LLC
N/A—2,770-2,770-100%$333.1K———
Hilltop Partners LLC
N/A—2,737-2,737-100%$329.1K———
Steward Partners Investment Advisory, LLC
N/A—2,706-2,706-100%$325.3K———
Cvfg LLC
N/A—2,670-2,670-100%$321.0K———
Ameritas Advisory Services, LLC
N/A—2,385-2,385-100%$286.8K———
NorthRock Partners, LLC
N/A—2,294-2,294-100%$275.8K———
Advisory Services Network, LLC
N/A—2,252-2,252-100%$270.7K———
Keel Point, LLC
N/A—2,234-2,234-100%$268.6K———
Genesis Wealth Advisors, LLC
N/A—2,228-2,228-100%$267.9K———
Argent Trust Co
N/A—2,200-2,200-100%$264.5K———
Independent Advisor Alliance
N/A—2,188-2,188-100%$263.1K———
Baird Financial Group, Inc.
N/A—2,112-2,112-100%$253.9K———
Cresset Asset Management, LLC
N/A—2,100-2,100-100%$252.5K———
Sfmg, LLC
N/A—2,099-2,099-100%$252.4K———
Global Retirement Partners, LLC
N/A—2,080-2,080-100%$250.1K———
Operose Advisors LLC
N/A—2,080-2,080-100%$250.1K———
Cahill Financial Advisors Inc
N/A—2,077-2,077-100%$249.7K———
Calton & Associates, Inc.
N/A—2,031-2,031-100%$244.2K———
Petra Financial Advisors Inc
N/A—2,006-2,006-100%$241.2K———
Compass Capital Corp
N/A—1,943-1,943-100%$245.4K———
OneAscent Wealth Management LLC
N/A—1,866-1,866-100%$224.3K———
Daner Wealth Management, LLC
N/A—1,795-1,795-100%$227.5K———
JMG Financial Group, Ltd.
N/A—1,738-1,738-100%$209.0K———
Vanguard National Trust Co
N/A—1,726-1,726-100%$207.5K———
O'shaughnessy Asset Management, LLC
N/A—1,360-1,360-100%$163.5K———
EP Wealth Advisors, LLC
N/A—1,325-1,325-100%$159.3K———
Allworth Financial LP
N/A—1,018-1,018-100%$122.4K———
Colonial Trust Advisors
N/A—1,000-1,000-100%$120.2K———
Smartleaf Asset Management LLC
N/A—980-980-100%$118.1K———
Tidemark, LLC
N/A—656-656-100%$78.9K———
Capital Analysts, LLC
N/A—555-555-100%$67.0K———
Federation des caisses Desjardins du Quebec
N/A—468-468-100%$56.3K———
Dunhill Financial, LLC
N/A—426-426-100%$51.2K———
Sachetta, LLC
N/A—411-411-100%$49.5K———
VSM Wealth Advisory, LLC
N/A—388-388-100%$46.6K———
Medallion Wealth Advisors, LLC
N/A—315-315-100%$37.9K———
Synergy Investment Management, LLC
N/A—224-224-100%$28.0K———
Basepoint Wealth LLC
N/A—194-194-100%$23.3K———
Ameriflex Group, Inc.
N/A—182-182-100%$21.9K———
Caldwell Sutter Capital, Inc.
N/A—162-162-100%$19.5K———
Huntington National Bank
N/A—161-161-100%$19.4K———
Aptus Capital Advisors, LLC
N/A—155-155-100%$18.6K———
BFC Planning, Inc.
N/A—130-130-100%$15.6K———
Top Private Wealth Llc.
N/A—109-109-100%$13.1K———
Crewe Advisors LLC
N/A—100-100-100%$12.0K———
Continuum Advisory, LLC
N/A—77-77-100%$9.3K———
Coston, McIsaac & Partners
N/A—67-67-100%$8.0K———
HighMark Wealth Management LLC
N/A—55-55-100%$6.6K———
Purpose Unlimited Inc.
N/A—49-49-100%$6.0K———
BNP Paribas Financial Markets
N/A—29-29-100%$3.5K———
BankPlus Trust Department
N/A—23-23-100%$2.8K———
Tower Research Capital LLC (TRC)
N/A—4-4-100%$481———
Vanguard Advisers Inc
N/A—3-3-100%$361———
Showing 329 of 329 institutions