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Ishares Msci EMG MKT MIN VOL (EEMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Anderson Hoagland & Co
INCREASED
Shares181,183 from 177,812
Change+3,371 (+2%)
Value$13.0M (-$411.2K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares178,052 from 176,822
Change+1,230 (+1%)
Value$13.2M (-$126.4K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares167,172 from 167,667
Change-495 (0%)
Value$12.4M (-$242.9K)
Filed 2026-11-02
Jmac Enterprises LLC
INCREASED
Shares162,310 from 160,573
Change+1,737 (+1%)
Value$12.0M (-$68.9K)
Filed 2026-10-30
Symmetry Partners, LLC
INCREASED
Shares152,064 from 144,691
Change+7,373 (+5%)
Value$11.3M (+$368.0K)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares142,005 from 142,812
Change-807 (-1%)
Value$10.5M (-$235.4K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares138,451 from 115,931
Change+22,520 (+19%)
Value$10.3K (+$1.5K)
Filed 2026-10-02
Brookstone Capital Management
DECREASED
Shares131,040 from 134,794
Change-3,754 (-3%)
Value$9.7M (-$443.8K)
Filed 2026-10-22
Idaho Trust Co
DECREASED
Shares121,340 from 140,028
Change-18,688 (-13%)
Value$9.0M (-$1.6M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares108,003 from 108,093
Change-90 (0%)
Value$7.9M (-$100.6K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares73,290 from 76,990
Change-3,700 (-5%)
Value$5.4M (-$368.7K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares67,795 from 82,905
Change-15,110 (-18%)
Value$5.0M (-$1.2M)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares67,005 from 67,008
Change-3 (0%)
Value$5.0M (-$82.6K)
Filed 2026-10-14
LMG Wealth Partners, LLC
INCREASED
Shares62,769 from 61,682
Change+1,087 (+2%)
Value$4.6M (+$4.6K)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares62,346 from 62,942
Change-596 (-1%)
Value$4.6M (-$121.6K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares59,245 from 56,128
Change+3,117 (+6%)
Value$4.4M (+$161.8K)
Filed 2026-10-30
Ifrah Financial Services, Inc.
DECREASED
Shares56,439 from 56,493
Change-54 (0%)
Value$4.2M (-$73.5K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
DECREASED
Shares53,389 from 55,813
Change-2,424 (-4%)
Value$3.9M (-$179.1K)
Filed 2026-10-21
Clear Wave Wealth Management LLC
INCREASED
Shares47,136 from 45,359
Change+1,777 (+4%)
Value$3.5M (+$75.8K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares45,842 from 45,567
Change+275 (+1%)
Value$3.4M (-$35.7K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares45,082 from 50,730
Change-5,648 (-11%)
Value$3.3M (-$480.7K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares43,636 from 46,045
Change-2,409 (-5%)
Value$3.2M (-$116.3K)
Filed 2026-10-08
Good Harbor Advisors, Inc.
INCREASED
Shares37,673 from 37,491
Change+182 (+0%)
Value$2.8M (-$32.8K)
Filed 2026-10-20
Plimoth Trust Co LLC
DECREASED
Shares33,013 from 33,106
Change-93 (0%)
Value$2.4M (-$47.6K)
Filed 2026-10-26
New England Private Wealth Advisors LLC
UNCHANGED
Shares32,163 from 32,163
Change0 (0%)
Value$2.4M (+$79.8K)
Filed 2026-10-19
Parallel Advisors, LLC
DECREASED
Shares29,991 from 30,935
Change-944 (-3%)
Value$2.2M (-$108.1K)
Filed 2026-11-03
Johnson & White Wealth Management, LLC
DECREASED
Shares29,476 from 29,761
Change-285 (-1%)
Value$2.2M (-$57.7K)
Filed 2026-11-03
Friedenthal Financial
DECREASED
Shares28,337 from 28,629
Change-292 (-1%)
Value$2.1M (-$56.8K)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares26,543 from 26,543
Change0 (0%)
Value$2.0M (-$32.6K)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares26,370 from 25,950
Change+420 (+2%)
Value$2.0M (-$817)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,847 from 26,469
Change-622 (-2%)
Value$1.9M (-$79.0K)
Filed 2026-11-02
Rose Capital Advisors LLC
INCREASED
Shares24,969 from 22,113
Change+2,856 (+13%)
Value$1.8M (+$184.3K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares21,924 from 22,601
Change-677 (-3%)
Value$1.6M (-$77.9K)
Filed 2026-10-20
Whipplewood Advisors, LLC
INCREASED
Shares21,531 from 20,554
Change+977 (+5%)
Value$1.6M (+$47.1K)
Filed 2026-10-20
RHS Financial, LLC
INCREASED
Shares20,781 from 18,461
Change+2,320 (+13%)
Value$1.5M (+$149.1K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares18,884 from 19,039
Change-155 (-1%)
Value$1.4M (-$34.9K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares18,000
Change+18,000
Value$1.3M
Filed 2026-10-19
Aspiriant, LLC
DECREASED
Shares16,741 from 19,040
Change-2,299 (-12%)
Value$1.2M (-$193.7K)
Filed 2026-10-16
Asset Dedication, LLC
DECREASED
Shares16,251 from 16,534
Change-283 (-2%)
Value$1.2M (-$41.3K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
DECREASED
Shares16,080 from 27,316
Change-11,236 (-41%)
Value$1.2M (-$865.6K)
Filed 2026-10-08
TPG Advisors LLC
DECREASED
Shares15,078 from 15,588
Change-510 (-3%)
Value$1.1M (-$56.9K)
Filed 2026-10-16
Shore Point Advisors, LLC
DECREASED
Shares14,212 from 14,457
Change-245 (-2%)
Value$1.1M (-$35.9K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
UNCHANGED
Shares13,480 from 13,480
Change0 (0%)
Value$998.2K (-$16.6K)
Filed 2026-11-05
Hilltop National Bank
DECREASED
Shares13,269 from 26,737
Change-13,468 (-50%)
Value$982.6K (-$1.0M)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares12,762 from 12,715
Change+47 (+0%)
Value$945.0K (-$12.2K)
Filed 2026-10-22
Riverchase Wealth Management, LLC
UNCHANGED
Shares12,718 from 12,718
Change0 (0%)
Value$941.8K (-$15.6K)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares12,622 from 13,316
Change-694 (-5%)
Value$934.7K (-$67.8K)
Filed 2026-10-22
Foster Group, Inc.
DECREASED
Shares12,069 from 12,744
Change-675 (-5%)
Value$893.7K (-$65.6K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares11,848 from 11,848
Change0 (0%)
Value$891.9K ($0)
Filed 2026-10-06
Armbruster Capital Management, Inc.
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$866.4K (-$14.4K)
Filed 2026-10-19
Perigon Wealth Management, LLC
UNCHANGED
Shares10,863 from 10,863
Change0 (0%)
Value$804.4K (-$13.4K)
Filed 2026-10-22
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares10,811 from 10,811
Change0 (0%)
Value$800.6K (-$13.3K)
Filed 2026-10-23
Global Assets Advisory, LLC
INCREASED
Shares10,230 from 10,171
Change+59 (+1%)
Value$771.3K (+$15.3K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares9,939 from 11,485
Change-1,546 (-13%)
Value$736.0K (-$128.6K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,649 from 9,969
Change-320 (-3%)
Value$714.5K (-$36.0K)
Filed 2026-10-21
Market Street Wealth Management Advisors LLC
DECREASED
Shares9,404 from 9,607
Change-203 (-2%)
Value$696.4K (-$26.8K)
Filed 2026-10-09
Compound Planning, Inc.
INCREASED
Shares9,127 from 8,542
Change+585 (+7%)
Value$675.9K (+$32.8K)
Filed 2026-11-05
Investment Partners Asset Management, Inc.
DECREASED
Shares8,306 from 8,385
Change-79 (-1%)
Value$615.1K (-$16.2K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares8,243 from 8,509
Change-266 (-3%)
Value$610.4K (-$30.2K)
Filed 2026-10-13
Neumann Capital Management, LLC
UNCHANGED
Shares8,236 from 8,236
Change0 (0%)
Value$609.9K (-$10.1K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
DECREASED
Shares8,154 from 8,164
Change-10 (0%)
Value$603.8K (-$10.8K)
Filed 2026-10-15
Key Capital Management, Inc
NEW
Shares7,243
Change+7,243
Value$526.6K
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares7,157 from 7,373
Change-216 (-3%)
Value$529.9K (-$25.1K)
Filed 2026-10-08
Cherry Tree Wealth Management, LLC
DECREASED
Shares7,096 from 7,345
Change-249 (-3%)
Value$525.5K (-$27.5K)
Filed 2026-10-15
Aries Wealth Management
UNCHANGED
Shares6,844 from 6,844
Change0 (0%)
Value$506.8K (-$8.4K)
Filed 2026-10-23
KFG LLC
NEW
Shares6,697
Change+6,697
Value$495.9K
Filed 2026-11-02
ASL Financial, LLC
DECREASED
Shares6,343 from 7,593
Change-1,250 (-16%)
Value$469.7K (-$101.9K)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares6,317 from 6,401
Change-84 (-1%)
Value$467.8K (-$14.1K)
Filed 2026-11-04
Rinkey Investments
UNCHANGED
Shares6,293 from 6,293
Change0 (0%)
Value$466.0K (-$7.7K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
DECREASED
Shares5,998 from 6,116
Change-118 (-2%)
Value$444.1K (-$16.3K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares5,968 from 6,574
Change-606 (-9%)
Value$442.0K (-$53.0K)
Filed 2026-10-26
Heck Capital Advisors, LLC
UNCHANGED
Shares5,573 from 5,573
Change0 (0%)
Value$412.7K (-$6.9K)
Filed 2026-10-14
D.A. Davidson & Co.
UNCHANGED
Shares5,551 from 5,551
Change0 (0%)
Value$411.1K (-$6.8K)
Filed 2026-10-28
Parsons Capital Management Inc
DECREASED
Shares5,497 from 5,622
Change-125 (-2%)
Value$407.1K (-$16.2K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares5,248 from 5,260
Change-12 (0%)
Value$388.6K (-$7.4K)
Filed 2026-10-27
John G Ullman & Associates Inc
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$385.1K (-$6.4K)
Filed 2026-11-04
Frontier Asset Management, LLC
DECREASED
Shares5,104 from 5,358
Change-254 (-5%)
Value$378.0K (-$25.4K)
Filed 2026-10-28
Appleton Partners Inc
UNCHANGED
Shares4,987 from 4,987
Change0 (0%)
Value$369.0K (-$6.0K)
Filed 2026-10-30
Evanson Financial, LLC
UNCHANGED
Shares4,978 from 4,978
Change0 (0%)
Value$368.6K (-$6.1K)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
DECREASED
Shares4,977 from 5,400
Change-423 (-8%)
Value$368.5K (-$38.0K)
Filed 2026-10-23
Aspen Wealth Management LLC
UNCHANGED
Shares4,857 from 4,857
Change0 (0%)
Value$359.7K (-$6.0K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares4,805 from 4,805
Change0 (0%)
Value$355.8K (-$5.9K)
Filed 2026-10-15
Iron Financial LLC
DECREASED
Shares4,683 from 5,694
Change-1,011 (-18%)
Value$346.8K (-$81.8K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares4,529 from 3,996
Change+533 (+13%)
Value$335.4K (+$34.6K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
DECREASED
Shares4,491 from 6,358
Change-1,867 (-29%)
Value$332.5K (-$146.1K)
Filed 2026-11-03
TME Financial, Inc.
DECREASED
Shares4,405 from 4,416
Change-11 (0%)
Value$326.2K (-$6.2K)
Filed 2026-10-14
Avaii Wealth Management, LLC
DECREASED
Shares4,400 from 4,431
Change-31 (-1%)
Value$329.3K (-$4.3K)
Filed 2026-10-09
MMA Asset Management LLC
INCREASED
Shares4,235 from 3,858
Change+377 (+10%)
Value$313.6K (+$23.2K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares4,196 from 4,307
Change-111 (-3%)
Value$310.7K (-$13.5K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
UNCHANGED
Shares4,004 from 4,004
Change0 (0%)
Value$296.5K (-$4.9K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares3,952
Change+3,952
Value$287.1K
Filed 2026-11-03
Cumberland Advisors Inc
DECREASED
Shares3,945 from 4,570
Change-625 (-14%)
Value$292.1K (-$51.9K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares3,883 from 4,265
Change-382 (-9%)
Value$287.5K (-$33.5K)
Filed 2026-10-28
Evergreen Capital Management LLC
UNCHANGED
Shares3,879 from 3,879
Change0 (0%)
Value$287.3K (-$4.8K)
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
NEW
Shares3,857
Change+3,857
Value$285.6K
Filed 2026-11-05
Centurion Wealth Management LLC
NEW
Shares3,732
Change+3,732
Value$276.4K
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$276.1K (-$4.6K)
Filed 2026-11-04
Citizens Financial Group Inc
UNCHANGED
Shares3,707 from 3,707
Change0 (0%)
Value$274.5K (-$4.6K)
Filed 2026-10-23
Naples Global Advisors, LLC
UNCHANGED
Shares3,446 from 3,446
Change0 (0%)
Value$255.2K (-$4.2K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares3,445
Change+3,445
Value$255.0K
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares3,432 from 3,482
Change-50 (-1%)
Value$254.1K (-$8.0K)
Filed 2026-10-15
Rare Wolf Capital LLC
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$251.7K (-$4.2K)
Filed 2026-10-20
Beacon Financial Advisory LLC
UNCHANGED
Shares3,398 from 3,398
Change0 (0%)
Value$251.6K (-$4.2K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares3,382 from 3,495
Change-113 (-3%)
Value$250.4K (-$12.7K)
Filed 2026-10-23
Simplicity Wealth,LLC
DECREASED
Shares3,318 from 17,531
Change-14,213 (-81%)
Value$245.7K (-$1.1M)
Filed 2026-10-23
Milestone Asset Management Group, LLC
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$234.6K (-$3.9K)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares3,100 from 3,250
Change-150 (-5%)
Value$230.0K (-$15.0K)
Filed 2026-10-29
Romano Brothers and Company
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$225.1K (-$3.7K)
Filed 2026-10-22
Ballew Advisors, Inc
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$226.7K (+$3.8K)
Filed 2026-10-05
Creekside Partners
DECREASED
Shares2,936 from 2,989
Change-53 (-2%)
Value$217.4K (-$7.6K)
Filed 2026-11-04
Smith Partners Wealth Management, LLC
DECREASED
Shares2,904 from 4,827
Change-1,923 (-40%)
Value$215.0K (-$148.3K)
Filed 2026-11-05
Claro Advisors Inc.
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$212.5K (-$3.5K)
Filed 2026-11-02
Jacobi Capital Management LLC
UNCHANGED
Shares2,839 from 2,839
Change0 (0%)
Value$210.2K (-$3.5K)
Filed 2026-11-05
Kathmere Capital Management, LLC
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$209.9K (-$3.5K)
Filed 2026-10-20
Exchange Traded Concepts, LLC
DECREASED
Shares2,476 from 2,512
Change-36 (-1%)
Value$183.3K (-$5.8K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,429 from 2,838
Change-409 (-14%)
Value$179.9K (-$33.8K)
Filed 2026-10-26
Mascoma Wealth Management LLC
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$177.6K (-$3.0K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$150.0K (-$2.5K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares1,844 from 1,992
Change-148 (-7%)
Value$136.5K (-$13.4K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$122.5K (-$1.6K)
Filed 2026-10-30
Tsfg, LLC
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$122 (-$123.9K)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$86.6K (-$1.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$83.4K (-$1.4K)
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$81.5K (-$1.4K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares1,030
Change+1,030
Value$76.3K
Filed 2026-10-30
Maseco LLP
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$74.6K (-$1.2K)
Filed 2026-10-27
Burkett Financial Services, LLC
DECREASED
Shares994 from 1,033
Change-39 (-4%)
Value$73.6K (-$4.2K)
Filed 2026-10-01
TD Waterhouse Canada Inc.
DECREASED
Shares903 from 1,032
Change-129 (-12%)
Value$67.0K (-$10.7K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares787 from 747
Change+40 (+5%)
Value$58.0K (+$57.9K)
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares744
Change+744
Value$55.1K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$54.4K (-$903)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares672
Change+672
Value$45
Filed 2026-10-02
Compass Wealth Management LLC
NEW
Shares647
Change+647
Value$47.9K
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$47.4K (-$787)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$40.4K (-$672)
Filed 2026-11-04
Yankcom Partnership
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$39.7K (-$659)
Filed 2026-10-15
Evermay Wealth Management LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$30.6K (-$509)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$31 (-$31.0K)
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$26.6K (-$442)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares358 from 359
Change-1 (0%)
Value$26.6K (-$442)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$26.3K (+$356)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$24 (-$25.0K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$21.7K (-$1.3K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$20.3K (-$336)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$18.5K (-$307)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$18.4K (-$307)
Filed 2026-10-26
Bayban
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$16.6K ($0)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$14.7K (-$245)
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$13.7K (-$227)
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$13.5K (-$224)
Filed 2026-10-13
Putney Financial Group LLC
NEW
Shares168
Change+168
Value$12.4K
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares130
Change+130
Value$9.6K
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.4K (-$123)
Filed 2026-11-02
Financial Perspectives, Inc
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$7.3K (-$121)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$6.7K (-$110)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.9K (-$97)
Filed 2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4.3K (-$71)
Filed 2026-10-05
Signaturefd, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.0K (-$49)
Filed 2026-10-23
Grove Bank & Trust
NEW
Shares39
Change+39
Value$2.9K
Filed 2026-10-08
United Financial Planning Group LLC
NEW
Shares33
Change+33
Value$2.4K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.9K (-$32)
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares23 from 40
Change-17 (-42%)
Value$1.7K (-$1.3K)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares10
Change+10
Value$741
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$592 (-$10)
Filed 2026-10-13
3 Factor Indexing, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$299 (-$5)
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$222 (-$4)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$232 (-$4)
Filed 2026-11-02
Retirement Wealth Solutions LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$105 (-$6)
Filed 2026-10-07
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 12,869
Change-12,869 (-100%)
Value$0 (-$968.8K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 3,858
Change-3,858 (-100%)
Value$0 (-$290.4K)
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 3,849
Change-3,849 (-100%)
Value$0 (-$289.7K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 3,495
Change-3,495 (-100%)
Value$0 (-$263.1K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 2,955
Change-2,955 (-100%)
Value$0 (-$222.5K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 2,840
Change-2,840 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-01
AdvisorNet Financial, Inc
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$67.2K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$37.3K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 293
Change-293 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-16
Pacifica Partners Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$445)
Filed 2026-11-02
Realta Investment Advisors
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$75)
Filed 2026-10-14
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$205.0K (-$3.4K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 3,338,217
Change-3,338,217 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,068,371
Change-3,068,371 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,805,754
Change-2,805,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,543,913
Change-2,543,913 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 2,294,992
Change-2,294,992 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,097,717
Change-1,097,717 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 959,974
Change-959,974 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 767,092
Change-767,092 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 638,492
Change-638,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 635,410
Change-635,410 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 542,993
Change-542,993 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 355,221
Change-355,221 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 315,234
Change-315,234 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 241,030
Change-241,030 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 218,941
Change-218,941 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 215,206
Change-215,206 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 205,108
Change-205,108 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 199,105
Change-199,105 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 180,699
Change-180,699 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 179,808
Change-179,808 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 176,718
Change-176,718 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 171,614
Change-171,614 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 164,554
Change-164,554 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 163,349
Change-163,349 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 150,313
Change-150,313 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 127,634
Change-127,634 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 122,567
Change-122,567 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 110,003
Change-110,003 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 107,669
Change-107,669 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 86,794
Change-86,794 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 67,987
Change-67,987 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 67,724
Change-67,724 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 66,814
Change-66,814 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 62,419
Change-62,419 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,551
Change-61,551 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 60,239
Change-60,239 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 56,668
Change-56,668 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,913
Change-52,913 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,935
Change-46,935 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 38,660
Change-38,660 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 37,363
Change-37,363 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,478
Change-34,478 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 32,978
Change-32,978 (-100%)
Value—
&partners
N/A
Shares— from 31,331
Change-31,331 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 30,703
Change-30,703 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,726
Change-29,726 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,667
Change-28,667 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 28,343
Change-28,343 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 27,514
Change-27,514 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,706
Change-26,706 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 24,445
Change-24,445 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,014
Change-24,014 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,880
Change-23,880 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,654
Change-23,654 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,349
Change-23,349 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,209
Change-23,209 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 22,913
Change-22,913 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 22,361
Change-22,361 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 19,922
Change-19,922 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 19,066
Change-19,066 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 18,656
Change-18,656 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,652
Change-18,652 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,289
Change-18,289 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 17,351
Change-17,351 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 17,087
Change-17,087 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,935
Change-16,935 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,369
Change-16,369 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,311
Change-16,311 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 16,210
Change-16,210 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,921
Change-13,921 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 13,916
Change-13,916 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 13,463
Change-13,463 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,393
Change-13,393 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 11,204
Change-11,204 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,945
Change-10,945 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,771
Change-10,771 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,098
Change-10,098 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,399
Change-9,399 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,233
Change-8,233 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,225
Change-8,225 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,304
Change-6,304 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
10Elms LLP
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 565
Change-565 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 438
Change-438 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 309
Change-309 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 199
Change-199 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 188
Change-188 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 92
Change-92 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 66
Change-66 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 60
Change-60 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10
Change-10 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10
Change-10 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Anderson Hoagland & Co
INCREASED181,183177,812+3,371+2%$13.4M$13.0M-$411.2K2026-10-23
Commonwealth Equity Services, LLC
INCREASED178,052176,822+1,230+1%$13.3M$13.2M-$126.4K2026-11-02
Creative Planning
DECREASED167,172167,667-4950%$12.6M$12.4M-$242.9K2026-11-02
Jmac Enterprises LLC
INCREASED162,310160,573+1,737+1%$12.1M$12.0M-$68.9K2026-10-30
Symmetry Partners, LLC
INCREASED152,064144,691+7,373+5%$10.9M$11.3M+$368.0K2026-10-27
Modera Wealth Management, LLC
DECREASED142,005142,812-807-1%$10.8M$10.5M-$235.4K2026-10-28
CX Institutional
INCREASED138,451115,931+22,520+19%$8.7K$10.3K+$1.5K2026-10-02
Brookstone Capital Management
DECREASED131,040134,794-3,754-3%$10.1M$9.7M-$443.8K2026-10-22
Idaho Trust Co
DECREASED121,340140,028-18,688-13%$10.5M$9.0M-$1.6M2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED108,003108,093-900%$8.0M$7.9M-$100.6K2026-10-13
Well Done, LLC
DECREASED73,29076,990-3,700-5%$5.8M$5.4M-$368.7K2026-10-20
Kestra Advisory Services, LLC
DECREASED67,79582,905-15,110-18%$6.2M$5.0M-$1.2M2026-11-02
Mather Group, Llc.
DECREASED67,00567,008-30%$5.0M$5.0M-$82.6K2026-10-14
LMG Wealth Partners, LLC
INCREASED62,76961,682+1,087+2%$4.6M$4.6M+$4.6K2026-11-05
Founders Financial Securities LLC
DECREASED62,34662,942-596-1%$4.7M$4.6M-$121.6K2026-10-28
Truist Financial Corp
INCREASED59,24556,128+3,117+6%$4.2M$4.4M+$161.8K2026-10-30
Ifrah Financial Services, Inc.
DECREASED56,43956,493-540%$4.3M$4.2M-$73.5K2026-10-13
Foster Victor Wealth Advisors, LLC
DECREASED53,38955,813-2,424-4%$4.1M$3.9M-$179.1K2026-10-21
Clear Wave Wealth Management LLC
INCREASED47,13645,359+1,777+4%$3.4M$3.5M+$75.8K2026-11-04
Oppenheimer & Co Inc
INCREASED45,84245,567+275+1%$3.4M$3.4M-$35.7K2026-10-26
Fifth Third Bancorp
DECREASED45,08250,730-5,648-11%$3.8M$3.3M-$480.7K2026-11-05
Apella Capital, LLC
DECREASED43,63646,045-2,409-5%$3.4M$3.2M-$116.3K2026-10-08
Good Harbor Advisors, Inc.
INCREASED37,67337,491+182+0%$2.8M$2.8M-$32.8K2026-10-20
Plimoth Trust Co LLC
DECREASED33,01333,106-930%$2.5M$2.4M-$47.6K2026-10-26
New England Private Wealth Advisors LLC
UNCHANGED32,16332,16300%$2.3M$2.4M+$79.8K2026-10-19
Parallel Advisors, LLC
DECREASED29,99130,935-944-3%$2.3M$2.2M-$108.1K2026-11-03
Johnson & White Wealth Management, LLC
DECREASED29,47629,761-285-1%$2.2M$2.2M-$57.7K2026-11-03
Friedenthal Financial
DECREASED28,33728,629-292-1%$2.2M$2.1M-$56.8K2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED26,54326,54300%$2.0M$2.0M-$32.6K2026-11-05
Daiwa Securities Group Inc.
INCREASED26,37025,950+420+2%$2.0M$2.0M-$8172026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED25,84726,469-622-2%$2.0M$1.9M-$79.0K2026-11-02
Rose Capital Advisors LLC
INCREASED24,96922,113+2,856+13%$1.7M$1.8M+$184.3K2026-11-04
Physician Wealth Advisors, Inc.
DECREASED21,92422,601-677-3%$1.7M$1.6M-$77.9K2026-10-20
Whipplewood Advisors, LLC
INCREASED21,53120,554+977+5%$1.5M$1.6M+$47.1K2026-10-20
RHS Financial, LLC
INCREASED20,78118,461+2,320+13%$1.4M$1.5M+$149.1K2026-10-13
NBT Bank, N.A.
DECREASED18,88419,039-155-1%$1.4M$1.4M-$34.9K2026-10-21
Stackstone Wealth, LLC
NEW18,000—+18,000——$1.3M—2026-10-19
Aspiriant, LLC
DECREASED16,74119,040-2,299-12%$1.4M$1.2M-$193.7K2026-10-16
Asset Dedication, LLC
DECREASED16,25116,534-283-2%$1.2M$1.2M-$41.3K2026-11-03
YHB Investment Advisors, Inc.
DECREASED16,08027,316-11,236-41%$2.1M$1.2M-$865.6K2026-10-08
TPG Advisors LLC
DECREASED15,07815,588-510-3%$1.2M$1.1M-$56.9K2026-10-16
Shore Point Advisors, LLC
DECREASED14,21214,457-245-2%$1.1M$1.1M-$35.9K2026-10-14
Joel Isaacson & Co., LLC
UNCHANGED13,48013,48000%$1.0M$998.2K-$16.6K2026-11-05
Hilltop National Bank
DECREASED13,26926,737-13,468-50%$2.0M$982.6K-$1.0M2026-10-14
Sagespring Wealth Partners, LLC
INCREASED12,76212,715+47+0%$957.2K$945.0K-$12.2K2026-10-22
Riverchase Wealth Management, LLC
UNCHANGED12,71812,71800%$957.4K$941.8K-$15.6K2026-10-28
Strategic Blueprint, LLC
DECREASED12,62213,316-694-5%$1.0M$934.7K-$67.8K2026-10-22
Foster Group, Inc.
DECREASED12,06912,744-675-5%$959.3K$893.7K-$65.6K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED11,84811,84800%$891.9K$891.9K$02026-10-06
Armbruster Capital Management, Inc.
UNCHANGED11,70011,70000%$880.8K$866.4K-$14.4K2026-10-19
Perigon Wealth Management, LLC
UNCHANGED10,86310,86300%$817.8K$804.4K-$13.4K2026-10-22
Bond & Devick Financial Network, Inc.
UNCHANGED10,81110,81100%$813.9K$800.6K-$13.3K2026-10-23
Global Assets Advisory, LLC
INCREASED10,23010,171+59+1%$756.0K$771.3K+$15.3K2026-10-28
Assetmark, Inc
DECREASED9,93911,485-1,546-13%$864.6K$736.0K-$128.6K2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED9,6499,969-320-3%$750.5K$714.5K-$36.0K2026-10-21
Market Street Wealth Management Advisors LLC
DECREASED9,4049,607-203-2%$723.2K$696.4K-$26.8K2026-10-09
Compound Planning, Inc.
INCREASED9,1278,542+585+7%$643.0K$675.9K+$32.8K2026-11-05
Investment Partners Asset Management, Inc.
DECREASED8,3068,385-79-1%$631.2K$615.1K-$16.2K2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED8,2438,509-266-3%$640.5K$610.4K-$30.2K2026-10-13
Neumann Capital Management, LLC
UNCHANGED8,2368,23600%$620.0K$609.9K-$10.1K2026-10-15
Patriot Investment Management Group, Inc.
DECREASED8,1548,164-100%$614.6K$603.8K-$10.8K2026-10-15
Key Capital Management, Inc
NEW7,243—+7,243——$526.6K—2026-11-03
Farther Finance Advisors, LLC
DECREASED7,1577,373-216-3%$555.0K$529.9K-$25.1K2026-10-08
Cherry Tree Wealth Management, LLC
DECREASED7,0967,345-249-3%$552.9K$525.5K-$27.5K2026-10-15
Aries Wealth Management
UNCHANGED6,8446,84400%$515.2K$506.8K-$8.4K2026-10-23
KFG LLC
NEW6,697—+6,697——$495.9K—2026-11-02
ASL Financial, LLC
DECREASED6,3437,593-1,250-16%$571.6K$469.7K-$101.9K2026-10-15
Lido Advisors, LLC
DECREASED6,3176,401-84-1%$481.9K$467.8K-$14.1K2026-11-04
Rinkey Investments
UNCHANGED6,2936,29300%$473.7K$466.0K-$7.7K2026-10-28
BridgePort Financial Solutions, LLC
DECREASED5,9986,116-118-2%$460.4K$444.1K-$16.3K2026-11-02
Park Avenue Securities LLC
DECREASED5,9686,574-606-9%$495.0K$442.0K-$53.0K2026-10-26
Heck Capital Advisors, LLC
UNCHANGED5,5735,57300%$419.5K$412.7K-$6.9K2026-10-14
D.A. Davidson & Co.
UNCHANGED5,5515,55100%$417.9K$411.1K-$6.8K2026-10-28
Parsons Capital Management Inc
DECREASED5,4975,622-125-2%$423.2K$407.1K-$16.2K2026-10-28
VestGen Advisors, LLC
DECREASED5,2485,260-120%$396.0K$388.6K-$7.4K2026-10-27
John G Ullman & Associates Inc
UNCHANGED5,2005,20000%$391.5K$385.1K-$6.4K2026-11-04
Frontier Asset Management, LLC
DECREASED5,1045,358-254-5%$403.4K$378.0K-$25.4K2026-10-28
Appleton Partners Inc
UNCHANGED4,9874,98700%$375.0K$369.0K-$6.0K2026-10-30
Evanson Financial, LLC
UNCHANGED4,9784,97800%$374.7K$368.6K-$6.1K2026-10-23
Morton Brown Family Wealth, LLC
DECREASED4,9775,400-423-8%$406.5K$368.5K-$38.0K2026-10-23
Aspen Wealth Management LLC
UNCHANGED4,8574,85700%$365.6K$359.7K-$6.0K2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED4,8054,80500%$361.7K$355.8K-$5.9K2026-10-15
Iron Financial LLC
DECREASED4,6835,694-1,011-18%$428.6K$346.8K-$81.8K2026-10-23
Bank of New York Mellon Corp
INCREASED4,5293,996+533+13%$300.8K$335.4K+$34.6K2026-11-05
Endowment Wealth Management, Inc.
DECREASED4,4916,358-1,867-29%$478.6K$332.5K-$146.1K2026-11-03
TME Financial, Inc.
DECREASED4,4054,416-110%$332.4K$326.2K-$6.2K2026-10-14
Avaii Wealth Management, LLC
DECREASED4,4004,431-31-1%$333.6K$329.3K-$4.3K2026-10-09
MMA Asset Management LLC
INCREASED4,2353,858+377+10%$290.5K$313.6K+$23.2K2026-11-02
US Bancorp \de\
DECREASED4,1964,307-111-3%$324.2K$310.7K-$13.5K2026-11-05
Samalin Investment Counsel, LLC
UNCHANGED4,0044,00400%$301.4K$296.5K-$4.9K2026-10-23
StoneX Group Inc.
NEW3,952—+3,952——$287.1K—2026-11-03
Cumberland Advisors Inc
DECREASED3,9454,570-625-14%$344.0K$292.1K-$51.9K2026-10-30
Choreo, LLC
DECREASED3,8834,265-382-9%$321.1K$287.5K-$33.5K2026-10-28
Evergreen Capital Management LLC
UNCHANGED3,8793,87900%$292.0K$287.3K-$4.8K2026-10-23
Spectrum Planning & Advisory Services Inc.
NEW3,857—+3,857——$285.6K—2026-11-05
Centurion Wealth Management LLC
NEW3,732—+3,732——$276.4K—2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED3,7293,72900%$280.7K$276.1K-$4.6K2026-11-04
Citizens Financial Group Inc
UNCHANGED3,7073,70700%$279.0K$274.5K-$4.6K2026-10-23
Naples Global Advisors, LLC
UNCHANGED3,4463,44600%$259.4K$255.2K-$4.2K2026-11-05
M Holdings Securities, Inc.
NEW3,445—+3,445——$255.0K—2026-11-03
Lantz Financial LLC
DECREASED3,4323,482-50-1%$262.1K$254.1K-$8.0K2026-10-15
Rare Wolf Capital LLC
UNCHANGED3,3993,39900%$255.9K$251.7K-$4.2K2026-10-20
Beacon Financial Advisory LLC
UNCHANGED3,3983,39800%$255.8K$251.6K-$4.2K2026-10-16
Sowell Financial Services LLC
DECREASED3,3823,495-113-3%$263.1K$250.4K-$12.7K2026-10-23
Simplicity Wealth,LLC
DECREASED3,31817,531-14,213-81%$1.3M$245.7K-$1.1M2026-10-23
Milestone Asset Management Group, LLC
UNCHANGED3,1693,16900%$238.5K$234.6K-$3.9K2026-10-20
Heritage Investors Management Corp
DECREASED3,1003,250-150-5%$245.0K$230.0K-$15.0K2026-10-29
Romano Brothers and Company
UNCHANGED3,0403,04000%$228.9K$225.1K-$3.7K2026-10-22
Ballew Advisors, Inc
UNCHANGED3,0303,03000%$222.9K$226.7K+$3.8K2026-10-05
Creekside Partners
DECREASED2,9362,989-53-2%$225.0K$217.4K-$7.6K2026-11-04
Smith Partners Wealth Management, LLC
DECREASED2,9044,827-1,923-40%$363.4K$215.0K-$148.3K2026-11-05
Claro Advisors Inc.
UNCHANGED2,8702,87000%$216.1K$212.5K-$3.5K2026-11-02
Jacobi Capital Management LLC
UNCHANGED2,8392,83900%$213.7K$210.2K-$3.5K2026-11-05
Kathmere Capital Management, LLC
UNCHANGED2,8342,83400%$213.3K$209.9K-$3.5K2026-10-20
Exchange Traded Concepts, LLC
DECREASED2,4762,512-36-1%$189.1K$183.3K-$5.8K2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED2,4292,838-409-14%$213.6K$179.9K-$33.8K2026-10-26
Mascoma Wealth Management LLC
UNCHANGED2,3992,39900%$180.6K$177.6K-$3.0K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED2,0252,02500%$152.4K$150.0K-$2.5K2026-10-27
IFP Advisors, Inc
DECREASED1,8441,992-148-7%$150.0K$136.5K-$13.4K2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED1,6491,64900%$124.1K$122.5K-$1.6K2026-10-30
Tsfg, LLC
UNCHANGED1,6411,64100%$124.0K$122-$123.9K2026-10-23
Chilton Capital Management LLC
UNCHANGED1,1701,17000%$88.1K$86.6K-$1.4K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED1,1261,12600%$84.8K$83.4K-$1.4K2026-11-03
Blue Trust, Inc.
UNCHANGED1,1001,10000%$82.8K$81.5K-$1.4K2026-10-15
Provenance Wealth Advisors, LLC
NEW1,030—+1,030——$76.3K—2026-10-30
Maseco LLP
UNCHANGED1,0071,00700%$75.8K$74.6K-$1.2K2026-10-27
Burkett Financial Services, LLC
DECREASED9941,033-39-4%$77.8K$73.6K-$4.2K2026-10-01
TD Waterhouse Canada Inc.
DECREASED9031,032-129-12%$77.7K$67.0K-$10.7K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED787747+40+5%$56$58.0K+$57.9K2026-10-27
Rossby Financial, LCC
NEW744—+744——$55.1K—2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED73473400%$55.3K$54.4K-$9032026-11-04
Polaris Financial Partners
NEW672—+672——$45—2026-10-02
Compass Wealth Management LLC
NEW647—+647——$47.9K—2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED64064000%$48.2K$47.4K-$7872026-10-23
AlphaCore Capital LLC
UNCHANGED54654600%$41.1K$40.4K-$6722026-11-04
Yankcom Partnership
UNCHANGED53653600%$40.4K$39.7K-$6592026-10-15
Evermay Wealth Management LLC
UNCHANGED41341300%$31.1K$30.6K-$5092026-11-05
CKW Financial Group
UNCHANGED41241200%$31.0K$31-$31.0K2026-10-29
Trust Co of Vermont
UNCHANGED35935900%$27.0K$26.6K-$4422026-10-21
CoreCap Advisors, LLC
DECREASED358359-10%$27.0K$26.6K-$4422026-10-08
Allspring Global Investments Holdings, LLC
UNCHANGED35235200%$25.9K$26.3K+$3562026-11-04
Hanson & Doremus Investment Management
UNCHANGED32932900%$25.0K$24-$25.0K2026-10-16
Fairscale Capital, LLC
UNCHANGED30530500%$23.0K$21.7K-$1.3K2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED27427400%$20.6K$20.3K-$3362026-11-05
Nemes Rush Group LLC
UNCHANGED25025000%$18.8K$18.5K-$3072026-11-04
First Bancorp, Inc
UNCHANGED24924900%$18.7K$18.4K-$3072026-10-26
Bayban
UNCHANGED22122100%$16.6K$16.6K$02026-11-05
Spire Wealth Management
UNCHANGED19919900%$15.0K$14.7K-$2452026-10-30
Wolff Wiese Magana LLC
UNCHANGED18518500%$13.9K$13.7K-$2272026-10-15
Harbor Investment Advisory, LLC
UNCHANGED18218200%$13.7K$13.5K-$2242026-10-13
Putney Financial Group LLC
NEW168—+168——$12.4K—2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW130—+130——$9.6K—2026-10-15
Key FInancial Inc
UNCHANGED10010000%$7.5K$7.4K-$1232026-11-02
Financial Perspectives, Inc
UNCHANGED989800%$7.4K$7.3K-$1212026-11-03
Archer Investment Corp
UNCHANGED909000%$6.8K$6.7K-$1102026-11-05
Barrett & Company, Inc.
UNCHANGED797900%$5.9K$5.9K-$972026-10-22
Rosenberg Matthew Hamilton
UNCHANGED585800%$4.4K$4.3K-$712026-10-05
Signaturefd, LLC
UNCHANGED404000%$3.0K$3.0K-$492026-10-23
Grove Bank & Trust
NEW39—+39——$2.9K—2026-10-08
United Financial Planning Group LLC
NEW33—+33——$2.4K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED262600%$2.0K$1.9K-$322026-10-27
Larson Financial Group LLC
DECREASED2340-17-42%$3.0K$1.7K-$1.3K2026-11-05
Mainstream Capital Management LLC
NEW10—+10——$741—2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED8800%$602$592-$102026-10-13
3 Factor Indexing, LLC
UNCHANGED4400%$304$299-$52026-10-15
Global Trust Asset Management, LLC
UNCHANGED3300%$226$222-$42026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED3300%$236$232-$42026-11-02
Retirement Wealth Solutions LLC
UNCHANGED1100%$111$105-$62026-10-07
Axxcess Wealth Management, LLC
CLOSED012,869-12,869-100%$968.8K$0-$968.8K2026-10-21
Concurrent Investment Advisors, LLC
CLOSED03,858-3,858-100%$290.4K$0-$290.4K2026-10-16
Mission Wealth Management, LP
CLOSED03,849-3,849-100%$289.7K$0-$289.7K2026-10-15
Cypress Point Wealth Management, LLC
CLOSED03,495-3,495-100%$263.1K$0-$263.1K2026-11-03
J.W. Cole Advisors, Inc.
CLOSED02,955-2,955-100%$222.5K$0-$222.5K2026-11-05
Stonebridge Financial Group, LLC
CLOSED02,840-2,840-100%$213.8K$0-$213.8K2026-10-01
AdvisorNet Financial, Inc
CLOSED0893-893-100%$67.2K$0-$67.2K2026-10-15
MCF Advisors LLC
CLOSED0495-495-100%$37.3K$0-$37.3K2026-10-28
Salem Investment Counselors Inc
CLOSED0293-293-100%$22.0K$0-$22.0K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0190-190-100%$14.3K$0-$14.3K2026-10-26
Atlatl Advisers LLC
CLOSED0128-128-100%$9.6K$0-$9.6K2026-10-22
Cornerstone Planning Group LLC
CLOSED053-53-100%$3.8K$0-$3.8K2026-10-16
Pacifica Partners Inc.
CLOSED024-24-100%$1.8K$0-$1.8K2026-10-09
International Assets Investment Management, LLC
CLOSED06-6-100%$445$0-$4452026-11-02
Realta Investment Advisors
CLOSED01-1-100%$75$0-$752026-10-14
Prairie Wealth Advisors, Inc.
UNCHANGED000—$208.5K$205.0K-$3.4K2026-10-29
Bank of America Corp
N/A—3,338,217-3,338,217-100%$251.3M———
FMR LLC
N/A—3,068,371-3,068,371-100%$231.0M———
BlackRock, Inc.
N/A—2,805,754-2,805,754-100%$211.2M———
Morgan Stanley
N/A—2,543,913-2,543,913-100%$191.5M———
Wharton Business Group, LLC
N/A—2,294,992-2,294,992-100%$172.8M———
UBS Group AG
N/A—1,097,717-1,097,717-100%$82.6M———
Ameriprise Financial Inc
N/A—959,974-959,974-100%$72.3M———
Northwestern Mutual Wealth Management Co
N/A—767,092-767,092-100%$57.7M———
LPL Financial LLC
N/A—638,492-638,492-100%$48.1M———
Wells Fargo & Company
N/A—635,410-635,410-100%$47.8M———
Envestnet Asset Management Inc
N/A—542,993-542,993-100%$40.9M———
Raymond James Financial Inc
N/A—355,221-355,221-100%$26.7M———
Rhumbline Advisers
N/A—315,234-315,234-100%$23.7M———
Cetera Investment Advisers
N/A—241,030-241,030-100%$18.1M———
Lester Murray Antman dba SimplyRich
N/A—218,941-218,941-100%$16.5M———
Securian Asset Management, Inc
N/A—215,206-215,206-100%$15.3M———
JPMorgan Chase & Co
N/A—205,108-205,108-100%$15.3M———
PNC Financial Services Group, Inc.
N/A—199,105-199,105-100%$15.0M———
Modern Wealth Management, LLC
N/A—180,699-180,699-100%$13.6M———
Royal Bank of Canada
N/A—179,808-179,808-100%$13.5M———
Captrust Financial Advisors
N/A—176,718-176,718-100%$13.3M———
Old Mission Capital LLC
N/A—171,614-171,614-100%$12.9M———
Baird Financial Group, Inc.
N/A—164,554-164,554-100%$12.4M———
Susquehanna International Group, LLP
N/A—163,349-163,349-100%$12.3M———
Mariner, LLC
N/A—150,313-150,313-100%$11.3M———
Mercer Global Advisors Inc
N/A—127,634-127,634-100%$9.6M———
Goldman Sachs Group Inc
N/A—122,567-122,567-100%$9.2M———
World Investment Advisors
N/A—110,003-110,003-100%$7.1M———
Osaic Holdings, Inc.
N/A—107,669-107,669-100%$8.1M———
Cerity Partners LLC
N/A—86,794-86,794-100%$6.5M———
Vestmark Advisory Solutions, Inc.
N/A—67,987-67,987-100%$5.1M———
HighTower Advisors, LLC
N/A—67,724-67,724-100%$5.1M———
RWA Wealth Partners, LLC
N/A—66,814-66,814-100%$5.0M———
Horizon Investments, LLC
N/A—62,419-62,419-100%$4.7M———
Janney Montgomery Scott LLC
N/A—61,551-61,551-100%$4.6M———
LM Advisors LLC
N/A—60,239-60,239-100%$4.5K———
Bleakley Financial Group, LLC
N/A—56,668-56,668-100%$4.3M———
Steward Partners Investment Advisory, LLC
N/A—52,913-52,913-100%$4.0M———
Jones Financial Companies Lllp
N/A—46,935-46,935-100%$3.5M———
Rockefeller Capital Management L.P.
N/A—38,660-38,660-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—37,363-37,363-100%$2.8M———
Focus Partners Wealth
N/A—34,478-34,478-100%$2.6M———
Beacon Bridge Wealth Partners, LLC
N/A—32,978-32,978-100%$2.5M———
&partners
N/A—31,331-31,331-100%$2.4M———
Conservest Capital Advisors, Inc.
N/A—30,703-30,703-100%$2.3M———
Arax Advisory Partners
N/A—29,726-29,726-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—28,667-28,667-100%$2.2M———
UMB Bank, n.a.
N/A—28,343-28,343-100%$2.1M———
Stifel Financial Corp
N/A—27,514-27,514-100%$2.1M———
MML Investors Services, LLC
N/A—26,706-26,706-100%$2.0M———
Renaissance Technologies LLC
N/A—26,400-26,400-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—24,445-24,445-100%$1.8M———
Mayflower Financial Advisors, LLC
N/A—24,014-24,014-100%$1.8M———
Citadel Advisors LLC
N/A—23,880-23,880-100%$1.8M———
Arkadios Wealth Advisors
N/A—23,654-23,654-100%$1.8M———
Private Advisor Group, LLC
N/A—23,349-23,349-100%$1.8M———
MAI Capital Management
N/A—23,209-23,209-100%$1.7M———
Carr Financial Group Corp
N/A—22,913-22,913-100%$1.7M———
Stratos Wealth Advisors, LLC
N/A—22,361-22,361-100%$1.7M———
Focus Partners Advisor Solutions, LLC
N/A—20,128-20,128-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—19,974-19,974-100%$1.5M———
Opus Financial Solutions LLC
N/A—19,922-19,922-100%$1.5M———
Johnson Investment Counsel Inc
N/A—19,066-19,066-100%$1.4M———
Capital Analysts, LLC
N/A—18,656-18,656-100%$1.4M———
NewEdge Advisors, LLC
N/A—18,652-18,652-100%$1.4M———
Sanctuary Advisors, LLC
N/A—18,289-18,289-100%$1.4M———
Shufro Rose & Co LLC
N/A—17,351-17,351-100%$1.3M———
Brio Consultants, LLC
N/A—17,087-17,087-100%$1.3M———
Aberdeen Wealth Management LLC
N/A—16,971-16,971-100%$1.3M———
Transamerica Financial Advisors, LLC
N/A—16,935-16,935-100%$1.3M———
Summit Financial, LLC
N/A—16,369-16,369-100%$1.2M———
WCG Wealth Advisors LLC
N/A—16,311-16,311-100%$1.2M———
Tudor Investment Corp ET AL
N/A—16,210-16,210-100%$1.2M———
Stock Yards Bank & Trust Co
N/A—14,700-14,700-100%$1.1M———
Savant Capital, LLC
N/A—13,921-13,921-100%$1.0M———
Atlas Legacy Advisors, LLC
N/A—13,916-13,916-100%$1.0M———
Tortoise Investment Management, LLC
N/A—13,885-13,885-100%$1.0M———
MorganRosel Wealth Management, LLC
N/A—13,463-13,463-100%$1.0M———
Snowden Capital Advisors LLC
N/A—13,393-13,393-100%$1.0M———
Dakota Wealth Management
N/A—13,106-13,106-100%$986.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—13,038-13,038-100%$982.4K———
Whittier Trust Co
N/A—11,751-11,751-100%$875.6K———
JMG Financial Group, Ltd.
N/A—11,204-11,204-100%$843.4K———
Bellwether Advisors, LLC
N/A—11,203-11,203-100%$843.4K———
Rehmann Capital Advisory Group
N/A—11,065-11,065-100%$833.0K———
Betterment LLC
N/A—10,945-10,945-100%$824.0K———
Beacon Pointe Advisors, LLC
N/A—10,771-10,771-100%$810.9K———
Principal Securities, Inc.
N/A—10,631-10,631-100%$800.3K———
Orion Porfolio Solutions, LLC
N/A—10,236-10,236-100%$770.6K———
Composition Wealth, LLC
N/A—10,215-10,215-100%$769.0K———
Virtu Financial LLC
N/A—10,098-10,098-100%$760.0K———
SageView Advisory Group, LLC
N/A—9,930-9,930-100%$747.5K———
Pallas Capital Advisors LLC
N/A—9,901-9,901-100%$745.3K———
Global Retirement Partners, LLC
N/A—9,399-9,399-100%$707.5K———
Garrison Point Advisors, LLC
N/A—9,185-9,185-100%$691.4K———
Harbour Investments, Inc.
N/A—8,867-8,867-100%$667.5K———
EP Wealth Advisors, LLC
N/A—8,676-8,676-100%$653.1K———
Vestcor Inc
N/A—8,530-8,530-100%$642.0K———
Coldstream Capital Management Inc
N/A—8,516-8,516-100%$641.1K———
National Philanthropic Trust
N/A—8,233-8,233-100%$619.8K———
Ameritas Investment Partners, Inc.
N/A—8,225-8,225-100%$619.2K———
Glenmede Trust Co NA
N/A—8,076-8,076-100%$608.0K———
Magnolia Capital Advisors LLC
N/A—8,030-8,030-100%$604.5K———
Godshalk Welsh Capital Management, Inc.
N/A—7,800-7,800-100%$587.2K———
AQR Capital Management LLC
N/A—7,487-7,487-100%$563.7K———
Pinnacle Financial Partners, Inc.
N/A—6,531-6,531-100%$491.7K———
Two Sigma Securities, LLC
N/A—6,304-6,304-100%$474.6K———
EWA, LLC
N/A—6,287-6,287-100%$473.3K———
Arcus Capital Partners, LLC
N/A—5,811-5,811-100%$437.5K———
Webster Bank, N. A.
N/A—5,622-5,622-100%$423.2K———
Merit Financial Group, LLC
N/A—5,541-5,541-100%$417.1K———
Cofg Advisors, LLC
N/A—5,497-5,497-100%$413.8K———
O'rourke & Company, Inc
N/A—5,148-5,148-100%$387.6K———
Mission Creek Capital Partners, Inc.
N/A—5,084-5,084-100%$382.7K———
Wealthfront Advisers LLC
N/A—4,880-4,880-100%$367.4K———
Insigneo Advisory Services, LLC
N/A—4,680-4,680-100%$352.3K———
RIK Saylor Financial, Inc.
N/A—4,521-4,521-100%$340.4K———
IFG Advisory, LLC
N/A—4,414-4,414-100%$332.3K———
Novak & Powell Financial Services, Inc.
N/A—4,381-4,381-100%$362.9K———
Whittier Trust Co of Nevada Inc
N/A—4,201-4,201-100%$306.7K———
Bessemer Group Inc
N/A—4,000-4,000-100%$301.0K———
Venturi Wealth Management, LLC
N/A—3,995-3,995-100%$300.7K———
Equitable Holdings, Inc.
N/A—3,986-3,986-100%$300.1K———
Anchor Investment Management, LLC
N/A—3,975-3,975-100%$299.2K———
Quantinno Capital Management LP
N/A—3,854-3,854-100%$290.1K———
Mosaic Family Wealth Partners, LLC
N/A—3,814-3,814-100%$287.1K———
Destination Wealth Management
N/A—3,777-3,777-100%$284.3K———
NorthRock Partners, LLC
N/A—3,746-3,746-100%$282.0K———
Savvy Advisors, Inc.
N/A—3,701-3,701-100%$278.6K———
Summit Wealth Partners, LLC
N/A—3,656-3,656-100%$275.3K———
Bank of Montreal
N/A—3,632-3,632-100%$273.4K———
Becker Capital Management Inc
N/A—3,628-3,628-100%$273.1K———
American Money Management, LLC
N/A—3,449-3,449-100%$259.6K———
HighPoint Advisor Group LLC
N/A—3,412-3,412-100%$256.9K———
O'shaughnessy Asset Management, LLC
N/A—3,213-3,213-100%$241.9K———
Empirical Asset Management, LLC
N/A—3,118-3,118-100%$234.7K———
Commerce Bank
N/A—3,104-3,104-100%$233.7K———
Tolleson Wealth Management, Inc.
N/A—3,081-3,081-100%$231.9K———
Private Wealth Asset Management, LLC
N/A—2,970-2,970-100%$223.6K———
Allworth Financial LP
N/A—2,916-2,916-100%$219.6K———
Banco Santander, S.A.
N/A—2,720-2,720-100%$204.8K———
Wick Capital Partners, LLC
N/A—2,695-2,695-100%$202.9K———
Blair William & Co
N/A—2,591-2,591-100%$195.0K———
C M Bidwell & Associates LTD
N/A—2,357-2,357-100%$177.4K———
Ancora Advisors LLCA
N/A—2,348-2,348-100%$176.8K———
Federation des caisses Desjardins du Quebec
N/A—2,193-2,193-100%$165.0K———
10Elms LLP
N/A—2,072-2,072-100%$156.0K———
AE Wealth Management LLC
N/A—1,593-1,593-100%$120.0K———
Measured Wealth Private Client Group, LLC
N/A—1,577-1,577-100%$118.7K———
Bartlett & Co. Wealth Management LLC
N/A—1,490-1,490-100%$112.2K———
UBS Asset Management Americas LLC
N/A—1,422-1,422-100%$107.0K———
Institute for Wealth Management, Llc.
N/A—1,416-1,416-100%$106.6K———
Franklin Resources Inc
N/A—1,350-1,350-100%$101.6K———
Synergy Investment Management, LLC
N/A—1,203-1,203-100%$90.6K———
Aptus Capital Advisors, LLC
N/A—914-914-100%$68.8K———
Glen Eagle Advisors, LLC
N/A—651-651-100%$49.0K———
Continuum Advisory, LLC
N/A—634-634-100%$47.7K———
Vision Retirement, LLC
N/A—610-610-100%$45.9K———
Geneos Wealth Management Inc.
N/A—587-587-100%$44.2K———
Fiduciary Financial Advisors
N/A—565-565-100%$42.5K———
SouthState Bank Corp
N/A—438-438-100%$33.0K———
HighMark Wealth Management LLC
N/A—383-383-100%$28.8K———
Allied Private Wealth LLC
N/A—319-319-100%$23.4K———
Brown Brothers Harriman & Co
N/A—309-309-100%$23.3K———
Purpose Unlimited Inc.
N/A—254-254-100%$19.4K———
Colonial Trust Co / SC
N/A—230-230-100%$17.3K———
Front Row Advisors LLC
N/A—212-212-100%$15.6K———
Atlantic Union Bankshares Corp
N/A—199-199-100%$15.0K———
Russell Investments Group, Ltd.
N/A—195-195-100%$14.7K———
Providence Capital Advisors, LLC
N/A—193-193-100%$14.5K———
Vanguard Advisers Inc
N/A—188-188-100%$14.1K———
Smartleaf Asset Management LLC
N/A—187-187-100%$14.0K———
Sachetta, LLC
N/A—115-115-100%$8.7K———
Beaird Harris Wealth Management, LLC
N/A—115-115-100%$8.6K———
Strategic Wealth Advisors LLC
N/A—102-102-100%$6———
Hollencrest Capital Management
N/A—92-92-100%$6.9K———
JPL Wealth Management, LLC
N/A—72-72-100%$5.4K———
Keating Financial Advisory Services, Inc.
N/A—70-70-100%$5.3K———
Medallion Wealth Advisors, LLC
N/A—68-68-100%$5.1K———
SHP Wealth Management
N/A—66-66-100%$5.0K———
Tower Research Capital LLC (TRC)
N/A—60-60-100%$4.5K———
Nova Wealth Management, Inc.
N/A—58-58-100%$4.4K———
Ravenstone Capital Management Inc.
N/A—26-26-100%$2.0K———
Strategic Wealth Partners, Ltd.
N/A—10-10-100%$753———
BNP Paribas Financial Markets
N/A—10-10-100%$753———
Hillsdale Investment Management Inc.
N/A—8-8-100%$602———
Huntington National Bank
N/A—2-2-100%$151———
Showing 371 of 371 institutions