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Ishares Global Tech ETF (IXN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pictet Asset Management Holding SA
INCREASED
Shares1,032,080 from 711,470
Change+320,610 (+45%)
Value$152.8M (+$52.8M)
Filed 2026-11-03
Patten & Patten Inc
INCREASED
Shares582,209 from 569,817
Change+12,392 (+2%)
Value$86.3M (+$4.0M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares401,731 from 413,247
Change-11,516 (-3%)
Value$59.5K (-$59.6M)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares271,058 from 284,758
Change-13,700 (-5%)
Value$40.2M (-$965.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares238,515 from 250,574
Change-12,059 (-5%)
Value$35.4M (-$850.3K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares190,287 from 194,263
Change-3,976 (-2%)
Value$25.5M (-$2.6M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares134,032 from 186,288
Change-52,256 (-28%)
Value$19.9M (-$7.0M)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares109,682 from 103,630
Change+6,052 (+6%)
Value$16.3M (+$1.3M)
Filed 2026-10-15
Vaughan & Co Securities, Inc.
DECREASED
Shares78,724 from 82,393
Change-3,669 (-4%)
Value$11.7M (-$235.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares71,404 from 67,736
Change+3,668 (+5%)
Value$10.1M (+$1.1M)
Filed 2026-10-13
Shira Ridge Wealth Management
DECREASED
Shares68,795 from 69,258
Change-463 (-1%)
Value$10.2M (+$190.4K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares65,280 from 69,158
Change-3,878 (-6%)
Value$9.7M (-$316.2K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares60,632 from 31,666
Change+28,966 (+91%)
Value$9.0M (+$4.4M)
Filed 2026-10-23
Cardinal Strategic Wealth Guidance
DECREASED
Shares56,837 from 59,402
Change-2,565 (-4%)
Value$8.4M (-$158.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares52,283 from 52,824
Change-541 (-1%)
Value$7.7M (+$117.3K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares48,694 from 44,097
Change+4,597 (+10%)
Value$7.2M (+$846.2K)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares45,522 from 46,782
Change-1,260 (-3%)
Value$6.7M (-$11.8K)
Filed 2026-10-19
SP Asset Management LLC
UNCHANGED
Shares44,314 from 44,314
Change0 (0%)
Value$6.6M (+$165.7K)
Filed 2026-11-05
Flagship Private Wealth, LLC
DECREASED
Shares42,610 from 47,737
Change-5,127 (-11%)
Value$6.3M (-$581.4K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares41,048 from 42,661
Change-1,613 (-4%)
Value$6.1M (-$79.5K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares38,679 from 38,569
Change+110 (+0%)
Value$5.7M (+$160.6K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares37,916 from 35,717
Change+2,199 (+6%)
Value$5.6M (+$459.5K)
Filed 2026-11-05
Defined Wealth Management, LLC
DECREASED
Shares34,601 from 34,622
Change-21 (0%)
Value$5.1M (+$126.4K)
Filed 2026-10-19
Northland Securities, Inc.
DECREASED
Shares33,907 from 34,721
Change-814 (-2%)
Value$5.0M (+$9.2K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares32,993 from 27,929
Change+5,064 (+18%)
Value$4.9M (+$855.0K)
Filed 2026-10-16
Pinnacle Associates LTD
DECREASED
Shares32,944 from 34,864
Change-1,920 (-6%)
Value$4.9M (-$154.2K)
Filed 2026-10-20
Decision Investments, Inc
DECREASED
Shares30,168 from 30,298
Change-130 (0%)
Value$4.5M (+$94.0K)
Filed 2026-10-07
Citigroup Inc
INCREASED
Shares27,235 from 26,069
Change+1,166 (+4%)
Value$4.0M (+$270.3K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
DECREASED
Shares24,123 from 24,248
Change-125 (-1%)
Value$3.6M (+$72.2K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares22,884 from 16,771
Change+6,113 (+36%)
Value$3.4M (+$968.8K)
Filed 2026-10-16
Marotta Asset Management
DECREASED
Shares22,603 from 22,755
Change-152 (-1%)
Value$3.4M (+$166.8K)
Filed 2026-10-02
Wealthcare Advisory Partners LLC
DECREASED
Shares22,197 from 22,305
Change-108 (0%)
Value$3.3M (+$67.4K)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares21,948 from 27,376
Change-5,428 (-20%)
Value$3.3M (-$702.2K)
Filed 2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares21,800 from 21,800
Change0 (0%)
Value$3.2M (+$81.5K)
Filed 2026-10-07
Carnegie Investment Counsel
DECREASED
Shares21,119 from 21,219
Change-100 (0%)
Value$3.1M (+$64.5K)
Filed 2026-10-20
NTV Asset Management LLC
DECREASED
Shares21,090 from 21,290
Change-200 (-1%)
Value$3.1M (+$50.0K)
Filed 2026-10-23
Slow Capital, Inc.
DECREASED
Shares19,936 from 21,849
Change-1,913 (-9%)
Value$3.0M (-$201.8K)
Filed 2026-10-23
Clarus Wealth Advisors
INCREASED
Shares18,195 from 17,571
Change+624 (+4%)
Value$2.7M (+$308.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares18,112 from 16,692
Change+1,420 (+9%)
Value$2.7M (+$272.9K)
Filed 2026-10-08
Shum Financial Group, Inc.
DECREASED
Shares17,945 from 18,531
Change-586 (-3%)
Value$2.7M (-$17.6K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares17,121 from 17,397
Change-276 (-2%)
Value$2.5M (+$24.2K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares16,989 from 16,703
Change+286 (+2%)
Value$2.5M (+$104.9K)
Filed 2026-11-05
Sharkey, Howes & Javer
DECREASED
Shares16,890 from 16,914
Change-24 (0%)
Value$2.5M (+$59.7K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares16,679 from 16,675
Change+4 (+0%)
Value$2.5M (+$63.0K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
NEW
Shares16,261
Change+16,261
Value$2.4M
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares15,893 from 13,753
Change+2,140 (+16%)
Value$2.3M (+$401.9K)
Filed 2026-10-20
Columbus Macro, LLC
DECREASED
Shares15,774 from 18,136
Change-2,362 (-13%)
Value$2.3M (-$282.3K)
Filed 2026-10-14
Fulcrum Wealth Advisors, LLC
INCREASED
Shares15,622 from 15,564
Change+58 (+0%)
Value$2.3M (+$66.8K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares15,262 from 14,275
Change+987 (+7%)
Value$2.3K (+$200)
Filed 2026-10-27
Marino, Stram & Associates LLC
UNCHANGED
Shares15,172 from 15,172
Change0 (0%)
Value$2.2M (+$56.7K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares15,143
Change+15,143
Value$2.2M
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares14,899 from 14,093
Change+806 (+6%)
Value$2.2K (-$2.0M)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares14,872 from 14,872
Change0 (0%)
Value$2.2M (+$55.6K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares14,731 from 15,034
Change-303 (-2%)
Value$2.2M (+$11.4K)
Filed 2026-10-14
Forte Asset Management LLC
UNCHANGED
Shares14,590 from 14,590
Change0 (0%)
Value$2.2M (+$54.6K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares14,010 from 13,842
Change+168 (+1%)
Value$2.1M (+$76.7K)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares13,886 from 13,257
Change+629 (+5%)
Value$2.1M (+$142.8K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED
Shares13,793 from 13,823
Change-30 (0%)
Value$2.0M (+$47.3K)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares13,710 from 13,899
Change-189 (-1%)
Value$2.0M (+$24.0K)
Filed 2026-11-05
Salem Investment Counselors Inc
UNCHANGED
Shares13,536 from 13,536
Change0 (0%)
Value$2.0M (+$50.6K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares13,437 from 9,841
Change+3,596 (+37%)
Value$2.0M (+$569.8K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
DECREASED
Shares12,997 from 13,672
Change-675 (-5%)
Value$1.9M (-$48.9K)
Filed 2026-10-15
Alps Advisors Inc
NEW
Shares12,885
Change+12,885
Value$1.9M
Filed 2026-11-03
Balance Wealth Partners LLC
DECREASED
Shares12,726 from 15,924
Change-3,198 (-20%)
Value$1.9M (-$414.5K)
Filed 2026-10-27
Worth Financial Advisory Group, LLC
DECREASED
Shares12,611 from 12,723
Change-112 (-1%)
Value$1.9M (+$31.0K)
Filed 2026-10-19
James Hambro & Partners LLP
UNCHANGED
Shares12,125 from 12,125
Change0 (0%)
Value$1.8M (+$46.5K)
Filed 2026-10-19
Narus Financial Partners, LLC
UNCHANGED
Shares11,828 from 11,828
Change0 (0%)
Value$1.8M (+$44.2K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares11,392 from 11,470
Change-78 (-1%)
Value$1.6M (-$24.4K)
Filed 2026-10-23
Sterling Group Wealth Management, LLC
UNCHANGED
Shares11,258 from 11,258
Change0 (0%)
Value$1.7M (+$42.1K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares11,218 from 12,158
Change-940 (-8%)
Value$1.7M (-$93.8K)
Filed 2026-10-08
Schear Investment Advisers, LLC
NEW
Shares10,982
Change+10,982
Value$1.6M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares10,982 from 11,166
Change-184 (-2%)
Value$1.6M (+$14.5K)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares10,940 from 10,941
Change-1 (0%)
Value$1.6M (+$40.8K)
Filed 2026-10-23
Ellis Investment Partners, LLC
UNCHANGED
Shares10,549 from 10,549
Change0 (0%)
Value$1.6M (+$39.5K)
Filed 2026-10-21
Montis Financial, LLC
DECREASED
Shares10,459 from 11,437
Change-978 (-9%)
Value$1.6M (-$102.2K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares10,427 from 10,265
Change+162 (+2%)
Value$1.5M (+$62.5K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares10,105 from 5,204
Change+4,901 (+94%)
Value$1.5M (+$745.9K)
Filed 2026-10-15
Cynosure Group, LLC
UNCHANGED
Shares9,611 from 9,611
Change0 (0%)
Value$1.4M (+$35.9K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
INCREASED
Shares9,463 from 9,444
Change+19 (+0%)
Value$1.4M (+$38.1K)
Filed 2026-10-23
Cypress Wealth Services, LLC
DECREASED
Shares9,411 from 9,424
Change-13 (0%)
Value$1.4M (+$77.7K)
Filed 2026-10-21
Keystone Wealth Services, LLC
UNCHANGED
Shares9,408 from 9,408
Change0 (0%)
Value$1.4M (+$32.0K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares9,377 from 9,889
Change-512 (-5%)
Value$1.4M (-$38.9K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares9,330 from 9,440
Change-110 (-1%)
Value$1.4M (+$19.0K)
Filed 2026-10-13
Aire Advisors, LLC
DECREASED
Shares9,275 from 11,275
Change-2,000 (-18%)
Value$1.4M (-$254.3K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares8,915 from 9,027
Change-112 (-1%)
Value$1.3M (+$17.2K)
Filed 2026-10-28
Pictet North America Advisors SA
DECREASED
Shares8,777 from 9,077
Change-300 (-3%)
Value$1.3M (-$10.5K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,469 from 7,709
Change+760 (+10%)
Value$1.3M (+$172.1K)
Filed 2026-10-13
Sageworth Trust Co
UNCHANGED
Shares8,311 from 8,311
Change0 (0%)
Value$1.2M (+$31.1K)
Filed 2026-10-30
Ironwood Financial, llc
INCREASED
Shares8,291 from 8,285
Change+6 (+0%)
Value$1.2M (+$96.5K)
Filed 2026-10-20
Montecito Bank & Trust
UNCHANGED
Shares8,127 from 8,127
Change0 (0%)
Value$1.2M (+$30.4K)
Filed 2026-10-01
Asempa Wealth Advisors
INCREASED
Shares8,124 from 8,106
Change+18 (+0%)
Value$1.2M (+$45.9K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
INCREASED
Shares7,794 from 7,646
Change+148 (+2%)
Value$1.2M (+$50.5K)
Filed 2026-10-29
Central Valley Advisors, LLC
DECREASED
Shares7,627 from 7,699
Change-72 (-1%)
Value$1.1M (+$18.1K)
Filed 2026-10-27
Catalyst Investment Management LLC
DECREASED
Shares7,274 from 7,292
Change-18 (0%)
Value$1.1M (+$24.6K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares7,232 from 7,454
Change-222 (-3%)
Value$1.1M (-$5.0K)
Filed 2026-10-30
Avior Wealth Management, LLC
NEW
Shares7,087
Change+7,087
Value$1.1M
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares7,015 from 7,230
Change-215 (-3%)
Value$1.0M (-$4.8K)
Filed 2026-10-28
Milestone Asset Management Group, LLC
DECREASED
Shares6,832 from 6,915
Change-83 (-1%)
Value$1.0M (+$13.6K)
Filed 2026-10-20
Lunt Capital Management, Inc.
DECREASED
Shares6,773 from 6,956
Change-183 (-3%)
Value$1.0M (-$1.1K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares6,701 from 6,976
Change-275 (-4%)
Value$993.2K (-$14.7K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
UNCHANGED
Shares6,648 from 6,648
Change0 (0%)
Value$985.3K (+$24.9K)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,549 from 6,019
Change+530 (+9%)
Value$970.7K (+$101.1K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares6,521 from 6,480
Change+41 (+1%)
Value$966.5K (+$30.3K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares6,374 from 6,374
Change0 (0%)
Value$944.8K (+$23.8K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares6,313 from 4,124
Change+2,189 (+53%)
Value$751.9K (+$314.5K)
Filed 2026-11-04
Windsor Capital Management, LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$933.8K (+$23.6K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares6,285 from 6,310
Change-25 (0%)
Value$931.5K (+$19.9K)
Filed 2026-10-20
Platform Technology Partners
UNCHANGED
Shares6,016 from 6,016
Change0 (0%)
Value$891.7K (+$22.5K)
Filed 2026-11-02
Uhlmann Price Securities, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$889.3K (+$22.4K)
Filed 2026-11-03
Well Done, LLC
UNCHANGED
Shares5,937 from 5,937
Change0 (0%)
Value$880.0K (+$22.2K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,770 from 5,770
Change0 (0%)
Value$858.1K (+$51.3K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares5,635 from 5,827
Change-192 (-3%)
Value$835.2K (-$6.7K)
Filed 2026-10-26
Pines Wealth Management, LLC
DECREASED
Shares5,574 from 5,629
Change-55 (-1%)
Value$826.2K (+$12.9K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
UNCHANGED
Shares5,561 from 5,561
Change0 (0%)
Value$850.5K (+$91.4K)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares5,538 from 1,638
Change+3,900 (+238%)
Value$820.8K (+$595.9K)
Filed 2026-10-16
KCM Investment Advisors LLC
UNCHANGED
Shares5,526 from 5,526
Change0 (0%)
Value$819.1K (+$20.7K)
Filed 2026-10-27
Able Wealth Management LLC
DECREASED
Shares5,469 from 5,546
Change-77 (-1%)
Value$835.9K (+$34.6K)
Filed 2026-10-13
Buckhead Capital Management LLC
UNCHANGED
Shares5,430 from 5,430
Change0 (0%)
Value$804.8K (+$20.3K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,342 from 1,740
Change+3,602 (+207%)
Value$800.3K (+$561.8K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares5,201 from 4,102
Change+1,099 (+27%)
Value$770.9K (+$178.2K)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares5,123 from 5,123
Change0 (0%)
Value$759.3K (+$19.2K)
Filed 2026-10-05
Bluedoor Private Wealth, LLC
DECREASED
Shares5,001 from 5,190
Change-189 (-4%)
Value$741.2K (-$8.6K)
Filed 2026-11-05
Sava Infond d.o.o.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$741.1K (+$18.7K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares4,974 from 4,656
Change+318 (+7%)
Value$737.2K (+$64.5K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares4,929 from 5,129
Change-200 (-4%)
Value$730.6K (-$10.5K)
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares4,901 from 4,901
Change0 (0%)
Value$726.4K (+$18.3K)
Filed 2026-10-16
Tull Financial Group, Inc.
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$691.9K (+$17.5K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares4,642 from 3,271
Change+1,371 (+42%)
Value$688.1K (+$215.5K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares4,468 from 4,269
Change+199 (+5%)
Value$662.2K (+$45.5K)
Filed 2026-10-08
Integrated Advisors Network LLC
INCREASED
Shares4,454 from 3,951
Change+503 (+13%)
Value$660.1K (+$89.3K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
DECREASED
Shares4,436 from 4,598
Change-162 (-4%)
Value$657.5K (-$6.8K)
Filed 2026-10-20
MontVue Capital Management, Inc.
UNCHANGED
Shares4,429 from 4,429
Change0 (0%)
Value$656.5K (+$16.6K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$654.2K (+$16.5K)
Filed 2026-11-03
Shelter Rock Management, LLC
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$672.2K (+$35.0K)
Filed 2026-10-09
Tableaux LLC
UNCHANGED
Shares4,394 from 4,394
Change0 (0%)
Value$651.3K (+$16.4K)
Filed 2026-10-23
PDS Planning, Inc
UNCHANGED
Shares3,943 from 3,943
Change0 (0%)
Value$584.5K (+$14.7K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED
Shares3,850 from 3,875
Change-25 (-1%)
Value$574.0K (+$29.9K)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares3,843 from 3,897
Change-54 (-1%)
Value$569.6K (+$6.6K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares3,803 from 3,194
Change+609 (+19%)
Value$512.6K (+$50.7K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
UNCHANGED
Shares3,794 from 3,794
Change0 (0%)
Value$562.3K (+$14.2K)
Filed 2026-10-22
Everett Harris & Co
DECREASED
Shares3,745 from 4,020
Change-275 (-7%)
Value$555.0K (-$25.7K)
Filed 2026-10-28
Excalibur Management Corp
DECREASED
Shares3,735 from 3,842
Change-107 (-3%)
Value$553.6K (-$1.5K)
Filed 2026-11-02
Romano Brothers and Company
UNCHANGED
Shares3,715 from 3,715
Change0 (0%)
Value$550.6K (+$13.9K)
Filed 2026-10-22
Urban Wealth Management, LLC
UNCHANGED
Shares3,715 from 3,715
Change0 (0%)
Value$550.6K (+$13.9K)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares3,711 from 3,344
Change+367 (+11%)
Value$550.1K (+$66.9K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$548.8K (+$13.8K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$537.9K (+$13.6K)
Filed 2026-11-04
KTF Investments, LLC
UNCHANGED
Shares3,622 from 3,622
Change0 (0%)
Value$536.9K (+$13.5K)
Filed 2026-10-23
Cambiar Investors LLC
NEW
Shares3,610
Change+3,610
Value$535.1K
Filed 2026-11-04
Segment Wealth Management, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$533.6K (+$13.5K)
Filed 2026-10-26
Norden Group LLC
DECREASED
Shares3,563 from 3,687
Change-124 (-3%)
Value$528.1K (-$4.6K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares3,554 from 3,771
Change-217 (-6%)
Value$526.8K (-$18.1K)
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares3,521 from 3,558
Change-37 (-1%)
Value$521.8K (+$7.8K)
Filed 2026-10-19
Richardson Capital Management LLC
DECREASED
Shares3,495 from 3,507
Change-12 (0%)
Value$518.1K (+$11.3K)
Filed 2026-10-23
Ignite Planners, LLC
UNCHANGED
Shares3,376 from 3,376
Change0 (0%)
Value$500.4K (+$12.6K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares3,369 from 3,442
Change-73 (-2%)
Value$499.4K (+$2.1K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
UNCHANGED
Shares3,177 from 3,177
Change0 (0%)
Value$470.9K (+$11.9K)
Filed 2026-10-09
First Business Financial Services, Inc.
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$465.9K (+$11.8K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$456.4K (+$11.5K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
DECREASED
Shares3,030 from 3,185
Change-155 (-5%)
Value$449.1K (-$11.1K)
Filed 2026-10-05
Financial Partners Group, Inc
DECREASED
Shares3,025 from 3,077
Change-52 (-2%)
Value$448.4K (+$3.9K)
Filed 2026-10-19
Maseco LLP
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$444.4K (+$11.5K)
Filed 2026-10-27
Searle & Co.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$444.7K (+$11.2K)
Filed 2026-11-04
DecisionMap Wealth Management, LLC
INCREASED
Shares2,977 from 2,270
Change+707 (+31%)
Value$441.3K (+$113.3K)
Filed 2026-10-29
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$434.4K (+$11.0K)
Filed 2026-10-09
Junk Investment Group, LLC
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$433.8K (+$10.9K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares2,868 from 2,968
Change-100 (-3%)
Value$425.0K (-$3.8K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$420.2K (+$10.6K)
Filed 2026-10-16
Zullo Investment Group, Inc.
UNCHANGED
Shares2,833 from 2,833
Change0 (0%)
Value$419.9K (+$10.6K)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares2,788 from 2,888
Change-100 (-3%)
Value$413.2K (-$4.0K)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares2,760 from 16,985
Change-14,225 (-84%)
Value$409.1K (-$2.0M)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares2,752
Change+2,752
Value$407.9K
Filed 2026-10-21
First Heartland Consultants, Inc.
DECREASED
Shares2,720 from 2,950
Change-230 (-8%)
Value$403.2K (-$23.1K)
Filed 2026-10-08
Legacy Advisors, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$400.2K (+$10.1K)
Filed 2026-10-19
4J Wealth Management LLC
UNCHANGED
Shares2,696 from 2,696
Change0 (0%)
Value$399.6K (+$10.1K)
Filed 2026-11-02
Plancorp, LLC
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$362.7K (-$5.3K)
Filed 2026-11-03
Sovran Advisors, LLC
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$377.6K (+$34.0K)
Filed 2026-11-02
Rossby Financial, LCC
NEW
Shares2,654
Change+2,654
Value$393.4K
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,652 from 2,682
Change-30 (-1%)
Value$393.0K (+$5.6K)
Filed 2026-10-19
Tenet Wealth Partners, LLC
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$391.2K (+$43.1K)
Filed 2026-10-19
Cardinal Point Capital Management ULC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$386.1K (+$11.3K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
DECREASED
Shares2,543 from 3,251
Change-708 (-22%)
Value$376.9K (-$92.8K)
Filed 2026-11-05
Financial Perspectives, Inc
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$375.0K (+$9.5K)
Filed 2026-11-03
ATX Financial Planning, LLC
INCREASED
Shares2,513 from 2,488
Change+25 (+1%)
Value$372.5K (+$13.0K)
Filed 2026-10-14
Bellecapital International Ltd.
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$371.7K (+$9.4K)
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$370.6K (+$9.4K)
Filed 2026-11-03
SkyOak Wealth, LLC
UNCHANGED
Shares2,488 from 2,488
Change0 (0%)
Value$368.8K (+$9.3K)
Filed 2026-10-28
Strategy Asset Managers LLC
DECREASED
Shares2,475 from 2,516
Change-41 (-2%)
Value$366.8K (+$3.3K)
Filed 2026-10-14
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$355.7K (+$9.0K)
Filed 2026-10-06
Acorn Financial Advisory Services Inc
DECREASED
Shares2,348 from 2,349
Change-1 (0%)
Value$348.2K (+$8.8K)
Filed 2026-11-02
Verus Capital Partners, LLC
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$346.8K (+$8.8K)
Filed 2026-11-03
Clarity Wealth Advisors, LLC
DECREASED
Shares2,322 from 2,382
Change-60 (-3%)
Value$344.1K (+$13)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$344.2K (+$8.7K)
Filed 2026-11-05
Kanawha Capital Management LLC
UNCHANGED
Shares2,309 from 2,309
Change0 (0%)
Value$342.2K (+$8.6K)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$336.8K (+$8.5K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$333.9K (+$8.4K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares2,235 from 2,029
Change+206 (+10%)
Value$331.2K (+$38.1K)
Filed 2026-10-29
Angeles Wealth Management, LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$331.3K (+$8.4K)
Filed 2026-10-26
GoalVest Advisory LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$320.2K (+$8.1K)
Filed 2026-10-02
Simon Quick Advisors, LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$305.4K (+$7.7K)
Filed 2026-10-26
Perigon Wealth Management, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$303.8K (+$7.7K)
Filed 2026-10-22
Chartist Inc
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$303.7K (+$7.7K)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
INCREASED
Shares2,033 from 1,930
Change+103 (+5%)
Value$301.3K (+$22.5K)
Filed 2026-10-14
JSF Financial, LLC
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$299.3K (+$7.6K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares2,008 from 2,112
Change-104 (-5%)
Value$298 (-$304.7K)
Filed 2026-10-26
Investmark Advisory Group LLC
INCREASED
Shares2,004 from 1,863
Change+141 (+8%)
Value$297.1K (+$27.9K)
Filed 2026-10-27
Traynor Capital Management, Inc.
DECREASED
Shares1,979 from 2,123
Change-144 (-7%)
Value$293.3K (-$13.4K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
INCREASED
Shares1,954 from 1,950
Change+4 (+0%)
Value$289.6K (+$7.9K)
Filed 2026-10-16
Frederick Financial Consultants, LLC
INCREASED
Shares1,951 from 1,921
Change+30 (+2%)
Value$289.2K (+$11.6K)
Filed 2026-10-29
Viewpoint Investment Partners Corp
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$286.6K (+$7.2K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED
Shares1,929 from 2,817
Change-888 (-32%)
Value$285.9K (-$121.1K)
Filed 2026-10-19
Philadelphia Trust Co
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$285.0K (+$8.0K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares1,906 from 1,745
Change+161 (+9%)
Value$282.5K (+$30.4K)
Filed 2026-10-16
Aspiriant, LLC
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$281.9K (+$7.1K)
Filed 2026-10-16
Aspen Investment Management Inc
DECREASED
Shares1,845 from 1,881
Change-36 (-2%)
Value$273.0K (+$272.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares1,807
Change+1,807
Value$267.9K
Filed 2026-11-05
Central Trust Co
DECREASED
Shares1,805 from 1,918
Change-113 (-6%)
Value$267.5K (-$9.6K)
Filed 2026-11-05
Hengehold Capital Management LLC
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$267.1K (+$6.7K)
Filed 2026-10-16
Baxter Bros Inc
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$266.8K (+$6.7K)
Filed 2026-11-04
CRA Financial Services, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$266.8K (+$6.7K)
Filed 2026-10-16
5th Street Advisors, LLC
DECREASED
Shares1,759 from 1,974
Change-215 (-11%)
Value$260.7K (-$24.5K)
Filed 2026-11-04
Financial Management Network Inc
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$262.9K (+$33.4K)
Filed 2026-10-09
International Assets Investment Management, LLC
DECREASED
Shares1,722 from 2,136
Change-414 (-19%)
Value$257.9K (-$40.9K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
DECREASED
Shares1,684 from 1,700
Change-16 (-1%)
Value$230.6K (+$783)
Filed 2026-10-27
Arlington Trust Co LLC
DECREASED
Shares1,650 from 2,000
Change-350 (-17%)
Value$244.6K (-$44.4K)
Filed 2026-10-20
Midwest Trust Co
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$242.5K (+$6.1K)
Filed 2026-10-22
Acumen Wealth Advisors, LLC
DECREASED
Shares1,625 from 1,639
Change-14 (-1%)
Value$240.9K (+$4.1K)
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$237.4K (+$6.0K)
Filed 2026-10-16
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$235.7K (+$5.9K)
Filed 2026-10-09
Patton Albertson Miller Group, LLC
DECREASED
Shares1,586 from 5,813
Change-4,227 (-73%)
Value$235.1K (-$604.8K)
Filed 2026-10-26
Steinberganna Wealth Management
DECREASED
Shares1,579 from 1,582
Change-3 (0%)
Value$234.1K (+$5.5K)
Filed 2026-10-23
Hamilton Capital, LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$232.0K (+$5.9K)
Filed 2026-10-08
SevenBridge Financial Group, LLC
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$213.3K (-$3.2K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED
Shares1,516 from 1,599
Change-83 (-5%)
Value$224.7K (-$6.3K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares1,514 from 1,551
Change-37 (-2%)
Value$224.4K (+$316)
Filed 2026-10-28
TFB Advisors LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$221.4K (+$5.6K)
Filed 2026-11-02
World Equity Group, Inc.
NEW
Shares1,487
Change+1,487
Value$220.4K
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$219.8K (+$5.5K)
Filed 2026-10-09
AM Investment Strategies LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$218.0K (+$217.8K)
Filed 2026-11-05
Cora Capital Advisors LLC
UNCHANGED
Shares1,467 from 1,467
Change0 (0%)
Value$217.4K (+$5.5K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares1,433
Change+1,433
Value$207.1K
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED
Shares1,430 from 1,460
Change-30 (-2%)
Value$212.0K (+$1.0K)
Filed 2026-10-21
Annex Advisory Services, LLC
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$208.1K (+$5.3K)
Filed 2026-10-16
Myecfo, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$207.5K (+$5.2K)
Filed 2026-10-14
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares1,378 from 1,392
Change-14 (-1%)
Value$204.2K (+$3.1K)
Filed 2026-10-16
One Advisory Partners, LLC
NEW
Shares1,370
Change+1,370
Value$203.1K
Filed 2026-10-22
Anchor Capital Advisors LLC
NEW
Shares1,350
Change+1,350
Value$200.1K
Filed 2026-11-05
Axxcess Wealth Management, LLC
NEW
Shares1,350
Change+1,350
Value$200.1K
Filed 2026-10-21
Signaturefd, LLC
DECREASED
Shares1,350 from 1,908
Change-558 (-29%)
Value$200.1K (-$75.6K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$188.5K (+$4.8K)
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$182.3K (+$4.6K)
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares1,175
Change+1,175
Value$174.2K
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares1,140
Change+1,140
Value$169.0K
Filed 2026-11-05
Activest Wealth Management
NEW
Shares1,037
Change+1,037
Value$153.7K
Filed 2026-10-15
Compass Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$148.2K
Filed 2026-10-22
Belvedere Trading LLC
DECREASED
Shares953 from 1,957
Change-1,004 (-51%)
Value$141.3K (-$141.5K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
NEW
Shares840
Change+840
Value$124.5K
Filed 2026-10-28
CX Institutional
DECREASED
Shares803 from 12,463
Change-11,660 (-94%)
Value$119 (-$1.7K)
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$118.4K (+$3.0K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$117.9K (+$3.0K)
Filed 2026-10-14
Archer Investment Corp
DECREASED
Shares761 from 765
Change-4 (-1%)
Value$112.8K (+$2.3K)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$109.0K (+$2.7K)
Filed 2026-10-19
Investors Research Corp
INCREASED
Shares690 from 265
Change+425 (+160%)
Value$102.3K (+$64.0K)
Filed 2026-10-07
AlphaCore Capital LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$93.1K (+$2.3K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$84.2K (+$2.1K)
Filed 2026-10-13
Goodman Advisory Group, LLC
DECREASED
Shares545 from 5,367
Change-4,822 (-90%)
Value$80.8K (-$694.6K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$79.1K (+$2.0K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares506 from 481
Change+25 (+5%)
Value$74.9K (+$5.5K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$73.9K (+$1.9K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$72.6K (+$1.8K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$65.6K (+$1.7K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares424
Change+424
Value$62.8K
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares396 from 456
Change-60 (-13%)
Value$58.7K (-$7.2K)
Filed 2026-10-21
PFS Partners, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$55.7K (+$1.4K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares375 from 400
Change-25 (-6%)
Value$55.6K (-$2.2K)
Filed 2026-10-19
First Bancorp, Inc
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$53.7K (+$1.4K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED
Shares336 from 250
Change+86 (+34%)
Value$50 (+$14)
Filed 2026-11-04
Bayban
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$41.2K ($0)
Filed 2026-11-05
West Branch Capital LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$40.3K (+$1.0K)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$40.0K (+$1.0K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$39.4K (+$995)
Filed 2026-11-03
Go Invest LLC
INCREASED
Shares258 from 215
Change+43 (+20%)
Value$38.2K (+$7.1K)
Filed 2026-10-09
Realta Investment Advisors
NEW
Shares236
Change+236
Value$35.0K
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
NEW
Shares235
Change+235
Value$34.8K
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$32.9K (+$830)
Filed 2026-10-29
Abound Wealth Management
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$32.5K (+$819)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$31.1K (+$785)
Filed 2026-10-27
Tsfg, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$28 (-$28.0K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$27.0K (+$681)
Filed 2026-10-30
Ashton Thomas Securities, LLC
NEW
Shares150
Change+150
Value$22.2K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
NEW
Shares147
Change+147
Value$21.8K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$21.8K (+$550)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$16.7K (+$423)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$12.6K (+$318)
Filed 2026-11-02
Byrne Asset Management LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$11.4K (+$406)
Filed 2026-10-06
Brown, Lisle Ings, Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$7.3K (+$183)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$7.1K (+$180)
Filed 2026-11-02
Nvwm, LLC
NEW
Shares46
Change+46
Value$6.8K
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$6.5K (-$140)
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares39
Change+39
Value$5.8K
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares30 from 17
Change+13 (+76%)
Value$4.4K (+$2.0K)
Filed 2026-10-06
Advanced Asset Management Advisors Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.7K (+$67)
Filed 2026-10-20
Washington Trust Advisors, Inc.
NEW
Shares16
Change+16
Value$2.4K
Filed 2026-10-22
Polaris Financial Partners
NEW
Shares15
Change+15
Value$2
Filed 2026-10-02
Toth Financial Advisory Corp
NEW
Shares7
Change+7
Value$1.0K
Filed 2026-10-08
Retirement Wealth Solutions LLC
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$369 (-$11)
Filed 2026-10-07
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 183,648
Change-183,648 (-100%)
Value$0 (-$26.5M)
Filed 2026-10-26
HBW Advisory Services LLC
CLOSED
Shares0 from 4,229
Change-4,229 (-100%)
Value$0 (-$611.0K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 2,204
Change-2,204 (-100%)
Value$0 (-$318.5K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 2,050
Change-2,050 (-100%)
Value$0 (-$296.1K)
Filed 2026-10-15
Sweeney & Michel, LLC
CLOSED
Shares0 from 1,499
Change-1,499 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$155.2K)
Filed 2026-10-26
Creative Financial Designs Inc
CLOSED
Shares0 from 794
Change-794 (-100%)
Value$0 (-$114.7K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$74.3K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$63.3K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$56.8K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$53.0K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$38.4K)
Filed 2026-10-13
Key Capital Management, Inc
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$13.4K)
Filed 2026-11-03
Phoenix Financial Ltd.
N/A
Shares— from 4,005,100
Change-4,005,100 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,999,200
Change-2,999,200 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,165,529
Change-2,165,529 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,501,581
Change-1,501,581 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,378,958
Change-1,378,958 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,093,248
Change-1,093,248 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,068,822
Change-1,068,822 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,023,056
Change-1,023,056 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 966,457
Change-966,457 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 911,690
Change-911,690 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 887,649
Change-887,649 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 541,660
Change-541,660 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 482,782
Change-482,782 (-100%)
Value—
UBS Group AG
N/A
Shares— from 438,244
Change-438,244 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 408,970
Change-408,970 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 278,002
Change-278,002 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 270,625
Change-270,625 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 229,488
Change-229,488 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 210,421
Change-210,421 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 210,313
Change-210,313 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 196,338
Change-196,338 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 191,174
Change-191,174 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 176,230
Change-176,230 (-100%)
Value—
Amundi
N/A
Shares— from 170,457
Change-170,457 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 163,407
Change-163,407 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 153,245
Change-153,245 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 148,417
Change-148,417 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 142,379
Change-142,379 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 117,699
Change-117,699 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 112,498
Change-112,498 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 111,125
Change-111,125 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 107,571
Change-107,571 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 103,396
Change-103,396 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 100,969
Change-100,969 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 94,150
Change-94,150 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 88,111
Change-88,111 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 87,215
Change-87,215 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 82,002
Change-82,002 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 79,590
Change-79,590 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 75,592
Change-75,592 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 72,285
Change-72,285 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 71,262
Change-71,262 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 70,393
Change-70,393 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 69,878
Change-69,878 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 67,411
Change-67,411 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 66,780
Change-66,780 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 63,104
Change-63,104 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 57,026
Change-57,026 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 56,532
Change-56,532 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 48,657
Change-48,657 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 48,380
Change-48,380 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 45,740
Change-45,740 (-100%)
Value—
FCA Corp
N/A
Shares— from 41,725
Change-41,725 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 41,284
Change-41,284 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 39,887
Change-39,887 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 38,398
Change-38,398 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 35,975
Change-35,975 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 34,831
Change-34,831 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,481
Change-33,481 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,407
Change-33,407 (-100%)
Value—
EQ LLC
N/A
Shares— from 30,457
Change-30,457 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 28,460
Change-28,460 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,049
Change-28,049 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 27,986
Change-27,986 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,603
Change-27,603 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,305
Change-27,305 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,311
Change-26,311 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 26,039
Change-26,039 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 25,165
Change-25,165 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 24,296
Change-24,296 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 23,977
Change-23,977 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 23,824
Change-23,824 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,546
Change-23,546 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 23,106
Change-23,106 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,922
Change-21,922 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,465
Change-21,465 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,172
Change-21,172 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,332
Change-18,332 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,920
Change-17,920 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,283
Change-17,283 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 16,717
Change-16,717 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,420
Change-16,420 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,274
Change-16,274 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,783
Change-13,783 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,659
Change-13,659 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 13,105
Change-13,105 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,814
Change-12,814 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,674
Change-12,674 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 12,342
Change-12,342 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 12,141
Change-12,141 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,926
Change-11,926 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 11,332
Change-11,332 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,254
Change-11,254 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 11,197
Change-11,197 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,778
Change-9,778 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,358
Change-9,358 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 9,072
Change-9,072 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 7,286
Change-7,286 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Prudential PLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
&partners
N/A
Shares— from 5,626
Change-5,626 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Natixis
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 869
Change-869 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 681
Change-681 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 504
Change-504 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 450
Change-450 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 393
Change-393 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 354
Change-354 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 294
Change-294 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 271
Change-271 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 210
Change-210 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 118
Change-118 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 67
Change-67 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 59
Change-59 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Pictet Asset Management Holding SA
INCREASED1,032,080711,470+320,610+45%$100.0M$152.8M+$52.8M2026-11-03
Patten & Patten Inc
INCREASED582,209569,817+12,392+2%$82.3M$86.3M+$4.0M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED401,731413,247-11,516-3%$59.7M$59.5K-$59.6M2026-11-02
Parallel Advisors, LLC
DECREASED271,058284,758-13,700-5%$41.1M$40.2M-$965.7K2026-11-03
Commonwealth Equity Services, LLC
DECREASED238,515250,574-12,059-5%$36.2M$35.4M-$850.3K2026-11-02
Thrivent Financial for Lutherans
DECREASED190,287194,263-3,976-2%$28.1M$25.5M-$2.6M2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED134,032186,288-52,256-28%$26.9M$19.9M-$7.0M2026-11-03
Nfsg Corp
INCREASED109,682103,630+6,052+6%$15.0M$16.3M+$1.3M2026-10-15
Vaughan & Co Securities, Inc.
DECREASED78,72482,393-3,669-4%$11.9M$11.7M-$235.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED71,40467,736+3,668+5%$9.0M$10.1M+$1.1M2026-10-13
Shira Ridge Wealth Management
DECREASED68,79569,258-463-1%$10.0M$10.2M+$190.4K2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED65,28069,158-3,878-6%$10.0M$9.7M-$316.2K2026-10-13
Bernardo Wealth Planning LLC
INCREASED60,63231,666+28,966+91%$4.6M$9.0M+$4.4M2026-10-23
Cardinal Strategic Wealth Guidance
DECREASED56,83759,402-2,565-4%$8.6M$8.4M-$158.0K2026-11-02
Truist Financial Corp
DECREASED52,28352,824-541-1%$7.6M$7.7M+$117.3K2026-10-30
Kestra Advisory Services, LLC
INCREASED48,69444,097+4,597+10%$6.4M$7.2M+$846.2K2026-11-02
Courier Capital LLC
DECREASED45,52246,782-1,260-3%$6.8M$6.7M-$11.8K2026-10-19
SP Asset Management LLC
UNCHANGED44,31444,31400%$6.4M$6.6M+$165.7K2026-11-05
Flagship Private Wealth, LLC
DECREASED42,61047,737-5,127-11%$6.9M$6.3M-$581.4K2026-11-05
Creative Planning
DECREASED41,04842,661-1,613-4%$6.2M$6.1M-$79.5K2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED38,67938,569+110+0%$5.6M$5.7M+$160.6K2026-11-05
Fifth Third Bancorp
INCREASED37,91635,717+2,199+6%$5.2M$5.6M+$459.5K2026-11-05
Defined Wealth Management, LLC
DECREASED34,60134,622-210%$5.0M$5.1M+$126.4K2026-10-19
Northland Securities, Inc.
DECREASED33,90734,721-814-2%$5.0M$5.0M+$9.2K2026-11-02
PFG Advisors
INCREASED32,99327,929+5,064+18%$4.0M$4.9M+$855.0K2026-10-16
Pinnacle Associates LTD
DECREASED32,94434,864-1,920-6%$5.0M$4.9M-$154.2K2026-10-20
Decision Investments, Inc
DECREASED30,16830,298-1300%$4.4M$4.5M+$94.0K2026-10-07
Citigroup Inc
INCREASED27,23526,069+1,166+4%$3.8M$4.0M+$270.3K2026-11-04
Burke & Herbert Bank & Trust Co
DECREASED24,12324,248-125-1%$3.5M$3.6M+$72.2K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED22,88416,771+6,113+36%$2.4M$3.4M+$968.8K2026-10-16
Marotta Asset Management
DECREASED22,60322,755-152-1%$3.2M$3.4M+$166.8K2026-10-02
Wealthcare Advisory Partners LLC
DECREASED22,19722,305-1080%$3.2M$3.3M+$67.4K2026-10-21
Choreo, LLC
DECREASED21,94827,376-5,428-20%$4.0M$3.3M-$702.2K2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED21,80021,80000%$3.1M$3.2M+$81.5K2026-10-07
Carnegie Investment Counsel
DECREASED21,11921,219-1000%$3.1M$3.1M+$64.5K2026-10-20
NTV Asset Management LLC
DECREASED21,09021,290-200-1%$3.1M$3.1M+$50.0K2026-10-23
Slow Capital, Inc.
DECREASED19,93621,849-1,913-9%$3.2M$3.0M-$201.8K2026-10-23
Clarus Wealth Advisors
INCREASED18,19517,571+624+4%$2.4M$2.7M+$308.7K2026-10-13
Farther Finance Advisors, LLC
INCREASED18,11216,692+1,420+9%$2.4M$2.7M+$272.9K2026-10-08
Shum Financial Group, Inc.
DECREASED17,94518,531-586-3%$2.7M$2.7M-$17.6K2026-10-13
Patten Group, Inc.
DECREASED17,12117,397-276-2%$2.5M$2.5M+$24.2K2026-10-26
US Bancorp \de\
INCREASED16,98916,703+286+2%$2.4M$2.5M+$104.9K2026-11-05
Sharkey, Howes & Javer
DECREASED16,89016,914-240%$2.4M$2.5M+$59.7K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED16,67916,675+4+0%$2.4M$2.5M+$63.0K2026-11-03
Robertson Stephens Wealth Management, LLC
NEW16,261—+16,261——$2.4M—2026-10-16
Accurate Wealth Management, LLC
INCREASED15,89313,753+2,140+16%$1.9M$2.3M+$401.9K2026-10-20
Columbus Macro, LLC
DECREASED15,77418,136-2,362-13%$2.6M$2.3M-$282.3K2026-10-14
Fulcrum Wealth Advisors, LLC
INCREASED15,62215,564+58+0%$2.2M$2.3M+$66.8K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED15,26214,275+987+7%$2.1K$2.3K+$2002026-10-27
Marino, Stram & Associates LLC
UNCHANGED15,17215,17200%$2.2M$2.2M+$56.7K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW15,143—+15,143——$2.2M—2026-10-16
Wedbush Securities Inc
INCREASED14,89914,093+806+6%$2.0M$2.2K-$2.0M2026-10-22
Brandywine OAK Private Wealth LLC
UNCHANGED14,87214,87200%$2.1M$2.2M+$55.6K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED14,73115,034-303-2%$2.2M$2.2M+$11.4K2026-10-14
Forte Asset Management LLC
UNCHANGED14,59014,59000%$2.1M$2.2M+$54.6K2026-10-13
Sheets Smith Wealth Management
INCREASED14,01013,842+168+1%$2.0M$2.1M+$76.7K2026-10-16
Perryman Financial Advisory Inc
INCREASED13,88613,257+629+5%$1.9M$2.1M+$142.8K2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED13,79313,823-300%$2.0M$2.0M+$47.3K2026-11-04
Meridian Wealth Management, LLC
DECREASED13,71013,899-189-1%$2.0M$2.0M+$24.0K2026-11-05
Salem Investment Counselors Inc
UNCHANGED13,53613,53600%$2.0M$2.0M+$50.6K2026-10-13
Independent Financial Group, LLC
INCREASED13,4379,841+3,596+37%$1.4M$2.0M+$569.8K2026-10-13
Patriot Investment Management Group, Inc.
DECREASED12,99713,672-675-5%$2.0M$1.9M-$48.9K2026-10-15
Alps Advisors Inc
NEW12,885—+12,885——$1.9M—2026-11-03
Balance Wealth Partners LLC
DECREASED12,72615,924-3,198-20%$2.3M$1.9M-$414.5K2026-10-27
Worth Financial Advisory Group, LLC
DECREASED12,61112,723-112-1%$1.8M$1.9M+$31.0K2026-10-19
James Hambro & Partners LLP
UNCHANGED12,12512,12500%$1.7M$1.8M+$46.5K2026-10-19
Narus Financial Partners, LLC
UNCHANGED11,82811,82800%$1.7M$1.8M+$44.2K2026-10-19
Sigma Planning Corp
DECREASED11,39211,470-78-1%$1.7M$1.6M-$24.4K2026-10-23
Sterling Group Wealth Management, LLC
UNCHANGED11,25811,25800%$1.6M$1.7M+$42.1K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED11,21812,158-940-8%$1.8M$1.7M-$93.8K2026-10-08
Schear Investment Advisers, LLC
NEW10,982—+10,982——$1.6M—2026-10-14
Tempo Wealth, LLC
DECREASED10,98211,166-184-2%$1.6M$1.6M+$14.5K2026-10-14
Apollon Wealth Management, LLC
DECREASED10,94010,941-10%$1.6M$1.6M+$40.8K2026-10-23
Ellis Investment Partners, LLC
UNCHANGED10,54910,54900%$1.5M$1.6M+$39.5K2026-10-21
Montis Financial, LLC
DECREASED10,45911,437-978-9%$1.7M$1.6M-$102.2K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED10,42710,265+162+2%$1.5M$1.5M+$62.5K2026-11-05
Blue Trust, Inc.
INCREASED10,1055,204+4,901+94%$751.9K$1.5M+$745.9K2026-10-15
Cynosure Group, LLC
UNCHANGED9,6119,61100%$1.4M$1.4M+$35.9K2026-11-03
Mascagni Wealth Management, Inc.
INCREASED9,4639,444+19+0%$1.4M$1.4M+$38.1K2026-10-23
Cypress Wealth Services, LLC
DECREASED9,4119,424-130%$1.4M$1.4M+$77.7K2026-10-21
Keystone Wealth Services, LLC
UNCHANGED9,4089,40800%$1.4M$1.4M+$32.0K2026-11-03
Brookstone Capital Management
DECREASED9,3779,889-512-5%$1.4M$1.4M-$38.9K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED9,3309,440-110-1%$1.4M$1.4M+$19.0K2026-10-13
Aire Advisors, LLC
DECREASED9,27511,275-2,000-18%$1.6M$1.4M-$254.3K2026-10-22
MGO One Seven LLC
DECREASED8,9159,027-112-1%$1.3M$1.3M+$17.2K2026-10-28
Pictet North America Advisors SA
DECREASED8,7779,077-300-3%$1.3M$1.3M-$10.5K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED8,4697,709+760+10%$1.1M$1.3M+$172.1K2026-10-13
Sageworth Trust Co
UNCHANGED8,3118,31100%$1.2M$1.2M+$31.1K2026-10-30
Ironwood Financial, llc
INCREASED8,2918,285+6+0%$1.1M$1.2M+$96.5K2026-10-20
Montecito Bank & Trust
UNCHANGED8,1278,12700%$1.2M$1.2M+$30.4K2026-10-01
Asempa Wealth Advisors
INCREASED8,1248,106+18+0%$1.2M$1.2M+$45.9K2026-10-07
Integrity Advisory Solutions, LLC
INCREASED7,7947,646+148+2%$1.1M$1.2M+$50.5K2026-10-29
Central Valley Advisors, LLC
DECREASED7,6277,699-72-1%$1.1M$1.1M+$18.1K2026-10-27
Catalyst Investment Management LLC
DECREASED7,2747,292-180%$1.1M$1.1M+$24.6K2026-10-21
Spire Wealth Management
DECREASED7,2327,454-222-3%$1.1M$1.1M-$5.0K2026-10-30
Avior Wealth Management, LLC
NEW7,087—+7,087——$1.1M—2026-10-13
D.A. Davidson & Co.
DECREASED7,0157,230-215-3%$1.0M$1.0M-$4.8K2026-10-28
Milestone Asset Management Group, LLC
DECREASED6,8326,915-83-1%$999.1K$1.0M+$13.6K2026-10-20
Lunt Capital Management, Inc.
DECREASED6,7736,956-183-3%$1.0M$1.0M-$1.1K2026-10-30
SBI Securities Co., Ltd.
DECREASED6,7016,976-275-4%$1.0M$993.2K-$14.7K2026-10-22
Summit Wealth Group LLC / Co
UNCHANGED6,6486,64800%$960.5K$985.3K+$24.9K2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,5496,019+530+9%$869.6K$970.7K+$101.1K2026-10-23
HB Wealth Management, LLC
INCREASED6,5216,480+41+1%$936.2K$966.5K+$30.3K2026-10-23
Elevation Point Wealth Partners, LLC
UNCHANGED6,3746,37400%$920.9K$944.8K+$23.8K2026-11-05
Union Bancaire Privee, UBP SA
INCREASED6,3134,124+2,189+53%$437.4K$751.9K+$314.5K2026-11-04
Windsor Capital Management, LLC
UNCHANGED6,3006,30000%$910.2K$933.8K+$23.6K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED6,2856,310-250%$911.6K$931.5K+$19.9K2026-10-20
Platform Technology Partners
UNCHANGED6,0166,01600%$869.2K$891.7K+$22.5K2026-11-02
Uhlmann Price Securities, LLC
UNCHANGED6,0006,00000%$866.9K$889.3K+$22.4K2026-11-03
Well Done, LLC
UNCHANGED5,9375,93700%$857.8K$880.0K+$22.2K2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED5,7705,77000%$806.8K$858.1K+$51.3K2026-10-16
Oppenheimer & Co Inc
DECREASED5,6355,827-192-3%$841.9K$835.2K-$6.7K2026-10-26
Pines Wealth Management, LLC
DECREASED5,5745,629-55-1%$813.3K$826.2K+$12.9K2026-10-21
CFS Investment Advisory Services, LLC
UNCHANGED5,5615,56100%$759.1K$850.5K+$91.4K2026-10-19
Vontobel Holding Ltd.
INCREASED5,5381,638+3,900+238%$224.9K$820.8K+$595.9K2026-10-16
KCM Investment Advisors LLC
UNCHANGED5,5265,52600%$798.4K$819.1K+$20.7K2026-10-27
Able Wealth Management LLC
DECREASED5,4695,546-77-1%$801.3K$835.9K+$34.6K2026-10-13
Buckhead Capital Management LLC
UNCHANGED5,4305,43000%$784.5K$804.8K+$20.3K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED5,3421,740+3,602+207%$238.5K$800.3K+$561.8K2026-11-04
Assetmark, Inc
INCREASED5,2014,102+1,099+27%$592.7K$770.9K+$178.2K2026-10-21
Ferguson Wellman Capital Management, Inc
UNCHANGED5,1235,12300%$740.2K$759.3K+$19.2K2026-10-05
Bluedoor Private Wealth, LLC
DECREASED5,0015,190-189-4%$749.9K$741.2K-$8.6K2026-11-05
Sava Infond d.o.o.
UNCHANGED5,0005,00000%$722.4K$741.1K+$18.7K2026-10-28
Vise Technologies, Inc.
INCREASED4,9744,656+318+7%$672.7K$737.2K+$64.5K2026-10-29
Mission Wealth Management, LP
DECREASED4,9295,129-200-4%$741.1K$730.6K-$10.5K2026-10-15
IFP Advisors, Inc
UNCHANGED4,9014,90100%$708.1K$726.4K+$18.3K2026-10-16
Tull Financial Group, Inc.
UNCHANGED4,6684,66800%$674.4K$691.9K+$17.5K2026-11-05
Secure Asset Management, LLC
INCREASED4,6423,271+1,371+42%$472.6K$688.1K+$215.5K2026-10-19
CoreCap Advisors, LLC
INCREASED4,4684,269+199+5%$616.8K$662.2K+$45.5K2026-10-08
Integrated Advisors Network LLC
INCREASED4,4543,951+503+13%$570.8K$660.1K+$89.3K2026-10-20
Continuum Wealth Advisors, LLC
DECREASED4,4364,598-162-4%$664.3K$657.5K-$6.8K2026-10-20
MontVue Capital Management, Inc.
UNCHANGED4,4294,42900%$639.9K$656.5K+$16.6K2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED4,4144,41400%$637.7K$654.2K+$16.5K2026-11-03
Shelter Rock Management, LLC
UNCHANGED4,4104,41000%$637.2K$672.2K+$35.0K2026-10-09
Tableaux LLC
UNCHANGED4,3944,39400%$634.8K$651.3K+$16.4K2026-10-23
PDS Planning, Inc
UNCHANGED3,9433,94300%$569.7K$584.5K+$14.7K2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED3,8503,875-25-1%$544.2K$574.0K+$29.9K2026-10-13
Balboa Wealth Partners
DECREASED3,8433,897-54-1%$563.0K$569.6K+$6.6K2026-10-20
Prospera Financial Services Inc
INCREASED3,8033,194+609+19%$461.9K$512.6K+$50.7K2026-11-04
Sagespring Wealth Partners, LLC
UNCHANGED3,7943,79400%$548.1K$562.3K+$14.2K2026-10-22
Everett Harris & Co
DECREASED3,7454,020-275-7%$580.7K$555.0K-$25.7K2026-10-28
Excalibur Management Corp
DECREASED3,7353,842-107-3%$555.1K$553.6K-$1.5K2026-11-02
Romano Brothers and Company
UNCHANGED3,7153,71500%$536.7K$550.6K+$13.9K2026-10-22
Urban Wealth Management, LLC
UNCHANGED3,7153,71500%$536.7K$550.6K+$13.9K2026-10-21
United Advisor Group, LLC
INCREASED3,7113,344+367+11%$483.2K$550.1K+$66.9K2026-11-03
Marin Bay Wealth Advisors, LLC
UNCHANGED3,7023,70200%$535.0K$548.8K+$13.8K2026-10-28
Bryn Mawr Trust Advisors, LLC
UNCHANGED3,6293,62900%$524.3K$537.9K+$13.6K2026-11-04
KTF Investments, LLC
UNCHANGED3,6223,62200%$523.3K$536.9K+$13.5K2026-10-23
Cambiar Investors LLC
NEW3,610—+3,610——$535.1K—2026-11-04
Segment Wealth Management, LLC
UNCHANGED3,6003,60000%$520.1K$533.6K+$13.5K2026-10-26
Norden Group LLC
DECREASED3,5633,687-124-3%$532.7K$528.1K-$4.6K2026-10-20
Lido Advisors, LLC
DECREASED3,5543,771-217-6%$544.9K$526.8K-$18.1K2026-11-04
JB Capital LLC
DECREASED3,5213,558-37-1%$514.0K$521.8K+$7.8K2026-10-19
Richardson Capital Management LLC
DECREASED3,4953,507-120%$506.7K$518.1K+$11.3K2026-10-23
Ignite Planners, LLC
UNCHANGED3,3763,37600%$487.8K$500.4K+$12.6K2026-10-14
Private Trust Co NA
DECREASED3,3693,442-73-2%$497.3K$499.4K+$2.1K2026-10-20
Intelligence Driven Advisers, LLC
UNCHANGED3,1773,17700%$459.0K$470.9K+$11.9K2026-10-09
First Business Financial Services, Inc.
UNCHANGED3,1433,14300%$454.1K$465.9K+$11.8K2026-10-29
Next Level Wealth Planning, LLC
UNCHANGED3,0793,07900%$444.9K$456.4K+$11.5K2026-10-29
Rosenberg Matthew Hamilton
DECREASED3,0303,185-155-5%$460.2K$449.1K-$11.1K2026-10-05
Financial Partners Group, Inc
DECREASED3,0253,077-52-2%$444.5K$448.4K+$3.9K2026-10-19
Maseco LLP
UNCHANGED3,0003,00000%$432.9K$444.4K+$11.5K2026-10-27
Searle & Co.
UNCHANGED3,0003,00000%$433.4K$444.7K+$11.2K2026-11-04
DecisionMap Wealth Management, LLC
INCREASED2,9772,270+707+31%$328.0K$441.3K+$113.3K2026-10-29
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,9312,93100%$423.5K$434.4K+$11.0K2026-10-09
Junk Investment Group, LLC
UNCHANGED2,9272,92700%$422.9K$433.8K+$10.9K2026-10-19
VestGen Advisors, LLC
DECREASED2,8682,968-100-3%$428.8K$425.0K-$3.8K2026-10-27
McKinley Carter Wealth Services, Inc.
UNCHANGED2,8352,83500%$409.6K$420.2K+$10.6K2026-10-16
Zullo Investment Group, Inc.
UNCHANGED2,8332,83300%$409.3K$419.9K+$10.6K2026-10-20
Brighton Jones LLC
DECREASED2,7882,888-100-3%$417.3K$413.2K-$4.0K2026-11-03
Greenleaf Trust
DECREASED2,76016,985-14,225-84%$2.5M$409.1K-$2.0M2026-10-29
First Affirmative Financial Network
NEW2,752—+2,752——$407.9K—2026-10-21
First Heartland Consultants, Inc.
DECREASED2,7202,950-230-8%$426.2K$403.2K-$23.1K2026-10-08
Legacy Advisors, LLC
UNCHANGED2,7002,70000%$390.1K$400.2K+$10.1K2026-10-19
4J Wealth Management LLC
UNCHANGED2,6962,69600%$389.5K$399.6K+$10.1K2026-11-02
Plancorp, LLC
UNCHANGED2,6932,69300%$368.0K$362.7K-$5.3K2026-11-03
Sovran Advisors, LLC
UNCHANGED2,6602,66000%$343.5K$377.6K+$34.0K2026-11-02
Rossby Financial, LCC
NEW2,654—+2,654——$393.4K—2026-11-05
Key Client Fiduciary Advisors, LLC
DECREASED2,6522,682-30-1%$387.4K$393.0K+$5.6K2026-10-19
Tenet Wealth Partners, LLC
UNCHANGED2,6392,63900%$348.1K$391.2K+$43.1K2026-10-19
Cardinal Point Capital Management ULC
UNCHANGED2,6002,60000%$374.8K$386.1K+$11.3K2026-10-21
Knights of Columbus Asset Advisors LLC
DECREASED2,5433,251-708-22%$469.7K$376.9K-$92.8K2026-11-05
Financial Perspectives, Inc
UNCHANGED2,5302,53000%$365.6K$375.0K+$9.5K2026-11-03
ATX Financial Planning, LLC
INCREASED2,5132,488+25+1%$359.5K$372.5K+$13.0K2026-10-14
Bellecapital International Ltd.
UNCHANGED2,5082,50800%$362.4K$371.7K+$9.4K2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED2,5002,50000%$361.2K$370.6K+$9.4K2026-11-03
SkyOak Wealth, LLC
UNCHANGED2,4882,48800%$359.5K$368.8K+$9.3K2026-10-28
Strategy Asset Managers LLC
DECREASED2,4752,516-41-2%$363.5K$366.8K+$3.3K2026-10-14
PPS&V Asset Management Consultants, Inc.
UNCHANGED2,4002,40000%$346.8K$355.7K+$9.0K2026-10-06
Acorn Financial Advisory Services Inc
DECREASED2,3482,349-10%$339.4K$348.2K+$8.8K2026-11-02
Verus Capital Partners, LLC
UNCHANGED2,3402,34000%$338.1K$346.8K+$8.8K2026-11-03
Clarity Wealth Advisors, LLC
DECREASED2,3222,382-60-3%$344.1K$344.1K+$132026-10-21
Clifford Swan Investment Counsel LLC
UNCHANGED2,3222,32200%$335.5K$344.2K+$8.7K2026-11-05
Kanawha Capital Management LLC
UNCHANGED2,3092,30900%$333.6K$342.2K+$8.6K2026-10-19
Key FInancial Inc
UNCHANGED2,2722,27200%$328.3K$336.8K+$8.5K2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED2,2532,25300%$325.5K$333.9K+$8.4K2026-10-13
Trek Financial, LLC
INCREASED2,2352,029+206+10%$293.2K$331.2K+$38.1K2026-10-29
Angeles Wealth Management, LLC
UNCHANGED2,2352,23500%$322.9K$331.3K+$8.4K2026-10-26
GoalVest Advisory LLC
UNCHANGED2,1602,16000%$312.1K$320.2K+$8.1K2026-10-02
Simon Quick Advisors, LLC
UNCHANGED2,0602,06000%$297.7K$305.4K+$7.7K2026-10-26
Perigon Wealth Management, LLC
UNCHANGED2,0502,05000%$296.2K$303.8K+$7.7K2026-10-22
Chartist Inc
UNCHANGED2,0492,04900%$296.0K$303.7K+$7.7K2026-11-04
Heritage OAK Wealth Advisors LLC
INCREASED2,0331,930+103+5%$278.8K$301.3K+$22.5K2026-10-14
JSF Financial, LLC
UNCHANGED2,0192,01900%$291.7K$299.3K+$7.6K2026-10-22
Park Avenue Securities LLC
DECREASED2,0082,112-104-5%$305.0K$298-$304.7K2026-10-26
Investmark Advisory Group LLC
INCREASED2,0041,863+141+8%$269.2K$297.1K+$27.9K2026-10-27
Traynor Capital Management, Inc.
DECREASED1,9792,123-144-7%$306.7K$293.3K-$13.4K2026-10-29
Signature Resources Capital Management, LLC
INCREASED1,9541,950+4+0%$281.7K$289.6K+$7.9K2026-10-16
Frederick Financial Consultants, LLC
INCREASED1,9511,921+30+2%$277.5K$289.2K+$11.6K2026-10-29
Viewpoint Investment Partners Corp
UNCHANGED1,9351,93500%$279.4K$286.6K+$7.2K2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED1,9292,817-888-32%$407.0K$285.9K-$121.1K2026-10-19
Philadelphia Trust Co
UNCHANGED1,9201,92000%$277.0K$285.0K+$8.0K2026-11-05
SteelPeak Wealth, LLC
INCREASED1,9061,745+161+9%$252.1K$282.5K+$30.4K2026-10-16
Aspiriant, LLC
UNCHANGED1,9021,90200%$274.8K$281.9K+$7.1K2026-10-16
Aspen Investment Management Inc
DECREASED1,8451,881-36-2%$272$273.0K+$272.7K2026-11-05
Bank of New York Mellon Corp
NEW1,807—+1,807——$267.9K—2026-11-05
Central Trust Co
DECREASED1,8051,918-113-6%$277.1K$267.5K-$9.6K2026-11-05
Hengehold Capital Management LLC
UNCHANGED1,8021,80200%$260.4K$267.1K+$6.7K2026-10-16
Baxter Bros Inc
UNCHANGED1,8001,80000%$260.1K$266.8K+$6.7K2026-11-04
CRA Financial Services, LLC
UNCHANGED1,8001,80000%$260.1K$266.8K+$6.7K2026-10-16
5th Street Advisors, LLC
DECREASED1,7591,974-215-11%$285.2K$260.7K-$24.5K2026-11-04
Financial Management Network Inc
UNCHANGED1,7301,73000%$229.4K$262.9K+$33.4K2026-10-09
International Assets Investment Management, LLC
DECREASED1,7222,136-414-19%$298.8K$257.9K-$40.9K2026-11-02
Chicago Partners Investment Group LLC
DECREASED1,6841,700-16-1%$229.8K$230.6K+$7832026-10-27
Arlington Trust Co LLC
DECREASED1,6502,000-350-17%$289.0K$244.6K-$44.4K2026-10-20
Midwest Trust Co
UNCHANGED1,6361,63600%$236.4K$242.5K+$6.1K2026-10-22
Acumen Wealth Advisors, LLC
DECREASED1,6251,639-14-1%$236.8K$240.9K+$4.1K2026-11-05
ARS Wealth Advisors Group, LLC
UNCHANGED1,6011,60100%$231.4K$237.4K+$6.0K2026-10-16
Williams & Novak Wealth Management, LLC
UNCHANGED1,5901,59000%$229.7K$235.7K+$5.9K2026-10-09
Patton Albertson Miller Group, LLC
DECREASED1,5865,813-4,227-73%$839.9K$235.1K-$604.8K2026-10-26
Steinberganna Wealth Management
DECREASED1,5791,582-30%$228.6K$234.1K+$5.5K2026-10-23
Hamilton Capital, LLC
UNCHANGED1,5651,56500%$226.1K$232.0K+$5.9K2026-10-08
SevenBridge Financial Group, LLC
UNCHANGED1,5371,53700%$216.5K$213.3K-$3.2K2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED1,5161,599-83-5%$231.0K$224.7K-$6.3K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED1,5141,551-37-2%$224.1K$224.4K+$3162026-10-28
TFB Advisors LLC
UNCHANGED1,4941,49400%$215.9K$221.4K+$5.6K2026-11-02
World Equity Group, Inc.
NEW1,487—+1,487——$220.4K—2026-10-14
Capital Advisors Wealth Management, LLC
UNCHANGED1,4831,48300%$214.3K$219.8K+$5.5K2026-10-09
AM Investment Strategies LLC
UNCHANGED1,4701,47000%$212$218.0K+$217.8K2026-11-05
Cora Capital Advisors LLC
UNCHANGED1,4671,46700%$211.9K$217.4K+$5.5K2026-11-02
StoneX Group Inc.
NEW1,433—+1,433——$207.1K—2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED1,4301,460-30-2%$210.9K$212.0K+$1.0K2026-10-21
Annex Advisory Services, LLC
UNCHANGED1,4041,40400%$202.9K$208.1K+$5.3K2026-10-16
Myecfo, LLC
UNCHANGED1,4001,40000%$202.3K$207.5K+$5.2K2026-10-14
Paradigm, Strategies in Wealth Management, LLC
DECREASED1,3781,392-14-1%$201.1K$204.2K+$3.1K2026-10-16
One Advisory Partners, LLC
NEW1,370—+1,370——$203.1K—2026-10-22
Anchor Capital Advisors LLC
NEW1,350—+1,350——$200.1K—2026-11-05
Axxcess Wealth Management, LLC
NEW1,350—+1,350——$200.1K—2026-10-21
Signaturefd, LLC
DECREASED1,3501,908-558-29%$275.7K$200.1K-$75.6K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED1,2721,27200%$183.8K$188.5K+$4.8K2026-10-13
Golden State Wealth Management, LLC
UNCHANGED1,2301,23000%$177.7K$182.3K+$4.6K2026-11-02
Mainstream Capital Management LLC
NEW1,175—+1,175——$174.2K—2026-10-23
Jacobi Capital Management LLC
NEW1,140—+1,140——$169.0K—2026-11-05
Activest Wealth Management
NEW1,037—+1,037——$153.7K—2026-10-15
Compass Wealth Management LLC
NEW1,000—+1,000——$148.2K—2026-10-22
Belvedere Trading LLC
DECREASED9531,957-1,004-51%$282.7K$141.3K-$141.5K2026-11-05
Buck Wealth Strategies, LLC
NEW840—+840——$124.5K—2026-10-28
CX Institutional
DECREASED80312,463-11,660-94%$1.8K$119-$1.7K2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED79979900%$115.4K$118.4K+$3.0K2026-11-04
Mather Group, Llc.
UNCHANGED79579500%$114.9K$117.9K+$3.0K2026-10-14
Archer Investment Corp
DECREASED761765-4-1%$110.5K$112.8K+$2.3K2026-11-05
Highline Wealth Partners LLC
UNCHANGED73573500%$106.2K$109.0K+$2.7K2026-10-19
Investors Research Corp
INCREASED690265+425+160%$38.3K$102.3K+$64.0K2026-10-07
AlphaCore Capital LLC
UNCHANGED62862800%$90.7K$93.1K+$2.3K2026-11-04
Downshift Financial, LLC
UNCHANGED56856800%$82.1K$84.2K+$2.1K2026-10-13
Goodman Advisory Group, LLC
DECREASED5455,367-4,822-90%$775.4K$80.8K-$694.6K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED53453400%$77.2K$79.1K+$2.0K2026-11-03
Triumph Capital Management
INCREASED506481+25+5%$69.4K$74.9K+$5.5K2026-10-14
Bay Harbor Wealth Management, LLC
UNCHANGED49949900%$72.0K$73.9K+$1.9K2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED49049000%$70.8K$72.6K+$1.8K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED44344300%$64.0K$65.6K+$1.7K2026-10-23
Root Financial Partners, LLC
NEW424—+424——$62.8K—2026-10-21
NBT Bank, N.A.
DECREASED396456-60-13%$65.9K$58.7K-$7.2K2026-10-21
PFS Partners, LLC
UNCHANGED37637600%$54.3K$55.7K+$1.4K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED375400-25-6%$57.8K$55.6K-$2.2K2026-10-19
First Bancorp, Inc
UNCHANGED36236200%$52.3K$53.7K+$1.4K2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED336250+86+34%$36$50+$142026-11-04
Bayban
UNCHANGED28528500%$41.2K$41.2K$02026-11-05
West Branch Capital LLC
UNCHANGED27227200%$39.3K$40.3K+$1.0K2026-10-20
Larson Financial Group LLC
UNCHANGED27027000%$39.0K$40.0K+$1.0K2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED26626600%$38.4K$39.4K+$9952026-11-03
Go Invest LLC
INCREASED258215+43+20%$31.1K$38.2K+$7.1K2026-10-09
Realta Investment Advisors
NEW236—+236——$35.0K—2026-10-14
Edgemoor Investment Advisors, Inc.
NEW235—+235——$34.8K—2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED22222200%$32.1K$32.9K+$8302026-10-29
Abound Wealth Management
UNCHANGED21921900%$31.6K$32.5K+$8192026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED21021000%$30.3K$31.1K+$7852026-10-27
Tsfg, LLC
UNCHANGED19219200%$28.0K$28-$28.0K2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED18218200%$26.3K$27.0K+$6812026-10-30
Ashton Thomas Securities, LLC
NEW150—+150——$22.2K—2026-10-26
Silver Grove Financial Group, Inc.
NEW147—+147——$21.8K—2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED14714700%$21.3K$21.8K+$5502026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED11311300%$16.3K$16.7K+$4232026-10-22
Westside Investment Management, Inc.
UNCHANGED858500%$12.3K$12.6K+$3182026-11-02
Byrne Asset Management LLC
UNCHANGED767600%$11.0K$11.4K+$4062026-10-06
Brown, Lisle Ings, Inc.
UNCHANGED494900%$7.1K$7.3K+$1832026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED484800%$6.9K$7.1K+$1802026-11-02
Nvwm, LLC
NEW46—+46——$6.8K—2026-10-14
Mosley Wealth Management
UNCHANGED464600%$6.7K$6.5K-$1402026-10-16
William Mack & Associates, Inc.
NEW39—+39——$5.8K—2026-10-27
Central Pacific Bank - Trust Division
INCREASED3017+13+76%$2.5K$4.4K+$2.0K2026-10-06
Advanced Asset Management Advisors Inc
UNCHANGED181800%$2.6K$2.7K+$672026-10-20
Washington Trust Advisors, Inc.
NEW16—+16——$2.4K—2026-10-22
Polaris Financial Partners
NEW15—+15——$2—2026-10-02
Toth Financial Advisory Corp
NEW7—+7——$1.0K—2026-10-08
Retirement Wealth Solutions LLC
DECREASED23-1-33%$380$369-$112026-10-07
FSA Wealth Partners, Inc.
CLOSED0183,648-183,648-100%$26.5M$0-$26.5M2026-10-26
HBW Advisory Services LLC
CLOSED04,229-4,229-100%$611.0K$0-$611.0K2026-10-15
Mesirow Financial Investment Management, Inc.
CLOSED02,204-2,204-100%$318.5K$0-$318.5K2026-11-05
WealthPlan Investment Management, LLC
CLOSED02,050-2,050-100%$296.1K$0-$296.1K2026-10-15
Sweeney & Michel, LLC
CLOSED01,499-1,499-100%$211.2K$0-$211.2K2026-10-16
Commonwealth Retirement Investments LLC
CLOSED01,074-1,074-100%$155.2K$0-$155.2K2026-10-26
Creative Financial Designs Inc
CLOSED0794-794-100%$114.7K$0-$114.7K2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED0514-514-100%$74.3K$0-$74.3K2026-10-16
LifeSteps Financial, Inc.
CLOSED0438-438-100%$63.3K$0-$63.3K2026-10-15
Tucker Asset Management LLC
CLOSED0393-393-100%$56.8K$0-$56.8K2026-10-29
AdvisorNet Financial, Inc
CLOSED0367-367-100%$53.0K$0-$53.0K2026-10-15
Founders Capital Management
CLOSED0266-266-100%$38.4K$0-$38.4K2026-10-13
Key Capital Management, Inc
CLOSED093-93-100%$13.4K$0-$13.4K2026-11-03
Phoenix Financial Ltd.
N/A—4,005,100-4,005,100-100%$578.7M———
Fisher Asset Management, LLC
N/A—2,999,200-2,999,200-100%$433.3M———
Bank of America Corp
N/A—2,165,529-2,165,529-100%$312.9M———
FIL Ltd
N/A—1,501,581-1,501,581-100%$216.9M———
JPMorgan Chase & Co
N/A—1,378,958-1,378,958-100%$193.8M———
Pgim Custom Harvest LLC
N/A—1,093,248-1,093,248-100%$158.0M———
Morgan Stanley
N/A—1,068,822-1,068,822-100%$154.4M———
Wells Fargo & Company
N/A—1,023,056-1,023,056-100%$147.8M———
LPL Financial LLC
N/A—966,457-966,457-100%$139.6M———
Portfolio Strategies, Inc.
N/A—911,690-911,690-100%$132.2M———
Royal Bank of Canada
N/A—887,649-887,649-100%$128.2M———
BlackRock, Inc.
N/A—541,660-541,660-100%$78.3M———
Ameriprise Financial Inc
N/A—482,782-482,782-100%$70.0M———
UBS Group AG
N/A—438,244-438,244-100%$63.3M———
Schroder Investment Management Group
N/A—408,970-408,970-100%$57.5M———
Raymond James Financial Inc
N/A—278,002-278,002-100%$40.2M———
HighTower Advisors, LLC
N/A—270,625-270,625-100%$39.1M———
Goldman Sachs Group Inc
N/A—229,488-229,488-100%$33.2M———
Banco Santander, S.A.
N/A—210,421-210,421-100%$30.4M———
Envestnet Asset Management Inc
N/A—210,313-210,313-100%$30.4M———
Osaic Holdings, Inc.
N/A—196,338-196,338-100%$28.4M———
Scotia Capital Inc.
N/A—191,174-191,174-100%$27.6M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—176,230-176,230-100%$20.4M———
Amundi
N/A—170,457-170,457-100%$24.6M———
Cetera Investment Advisers
N/A—163,407-163,407-100%$23.6M———
Cerity Partners LLC
N/A—153,245-153,245-100%$22.1M———
Jones Financial Companies Lllp
N/A—148,417-148,417-100%$20.5M———
Focus Partners Wealth
N/A—142,379-142,379-100%$20.6M———
M&T Bank Corp
N/A—117,699-117,699-100%$17.0M———
Rathbones Group PLC
N/A—112,498-112,498-100%$16.3M———
Johnson Investment Counsel Inc
N/A—111,125-111,125-100%$16.1M———
Integrated Wealth Concepts LLC
N/A—107,571-107,571-100%$15.5M———
Mercer Global Advisors Inc
N/A—103,396-103,396-100%$14.9M———
Summit Wealth Group, LLC
N/A—100,969-100,969-100%$14.6M———
Federation des caisses Desjardins du Quebec
N/A—94,150-94,150-100%$13.6M———
New Insight Wealth Advisors
N/A—88,111-88,111-100%$12.7M———
Rollins Financial Advisors, LLC
N/A—87,215-87,215-100%$12.6M———
Northwestern Mutual Wealth Management Co
N/A—82,002-82,002-100%$11.8M———
Rockefeller Capital Management L.P.
N/A—79,590-79,590-100%$11.5M———
Bank of Montreal
N/A—75,592-75,592-100%$10.9M———
Nicholson Meyer Capital Management, Inc.
N/A—72,285-72,285-100%$10.4M———
World Investment Advisors
N/A—71,262-71,262-100%$7.2M———
Marshall Wace, LLP
N/A—70,393-70,393-100%$10.2M———
Wealthfront Advisers LLC
N/A—69,878-69,878-100%$10.1M———
Aptus Capital Advisors, LLC
N/A—67,411-67,411-100%$9.7M———
Bellwether Advisors, LLC
N/A—66,780-66,780-100%$9.6M———
Private Advisor Group, LLC
N/A—63,104-63,104-100%$9.1M———
Vickerman Investment Advisors, Inc.
N/A—57,026-57,026-100%$8.2M———
MML Investors Services, LLC
N/A—56,532-56,532-100%$8.2M———
DV Equities, LLC
N/A—50,000-50,000-100%$7.2M———
GTS Securities LLC
N/A—48,657-48,657-100%$7.0M———
Cambria Investment Management, L.P.
N/A—48,380-48,380-100%$7.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—45,740-45,740-100%$6.6M———
FCA Corp
N/A—41,725-41,725-100%$6.0M———
United Capital Financial Advisors, LLC
N/A—41,284-41,284-100%$6.0M———
Stifel Financial Corp
N/A—39,887-39,887-100%$5.8M———
Waverly Advisors, LLC
N/A—38,398-38,398-100%$5.5M———
NewEdge Advisors, LLC
N/A—37,000-37,000-100%$5.3M———
Larch Capital Partners LLC
N/A—35,975-35,975-100%$5.2M———
Janney Montgomery Scott LLC
N/A—34,831-34,831-100%$5.0M———
FMR LLC
N/A—33,481-33,481-100%$4.8M———
Mariner, LLC
N/A—33,407-33,407-100%$4.8M———
EQ LLC
N/A—30,457-30,457-100%$4.4M———
Money Concepts Capital Corp
N/A—28,460-28,460-100%$4.1M———
AQR Capital Management LLC
N/A—28,049-28,049-100%$4.1M———
Western Wealth Management, LLC
N/A—27,986-27,986-100%$4.0M———
Stratos Wealth Partners, Ltd.
N/A—27,603-27,603-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—27,305-27,305-100%$3.9M———
Captrust Financial Advisors
N/A—26,311-26,311-100%$3.8M———
BFC Planning, Inc.
N/A—26,039-26,039-100%$3.8M———
J. Mark Nickell & Co.
N/A—25,165-25,165-100%$3.6M———
Atlantic Union Bankshares Corp
N/A—24,296-24,296-100%$3.5M———
Icon Wealth Advisors, LLC
N/A—23,977-23,977-100%$3.5M———
MA Private Wealth
N/A—23,824-23,824-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—23,546-23,546-100%$3.4M———
Snowden Capital Advisors LLC
N/A—23,106-23,106-100%$3.3M———
Keystone Financial Group
N/A—21,922-21,922-100%$3.2M———
Sanctuary Advisors, LLC
N/A—21,465-21,465-100%$3.1M———
Equitable Holdings, Inc.
N/A—21,172-21,172-100%$3.1M———
Freestone Capital Holdings, LLC
N/A—19,296-19,296-100%$2.8M———
Kovack Advisors, Inc.
N/A—19,234-19,234-100%$2.7M———
Arax Advisory Partners
N/A—19,000-19,000-100%$2.7M———
Geneos Wealth Management Inc.
N/A—18,332-18,332-100%$2.6M———
HSBC Holdings PLC
N/A—18,000-18,000-100%$2.6M———
Great Valley Advisor Group, Inc.
N/A—17,920-17,920-100%$2.6M———
Baird Financial Group, Inc.
N/A—17,283-17,283-100%$2.5M———
National Bank of Canada
N/A—16,717-16,717-100%$2.4M———
Northern Trust Corp
N/A—16,420-16,420-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—16,274-16,274-100%$2.4M———
Hanover Advisors Inc
N/A—14,314-14,314-100%$2.1M———
Bessemer Group Inc
N/A—13,783-13,783-100%$2.0M———
OneDigital Investment Advisors LLC
N/A—13,659-13,659-100%$2.0M———
CIBC World Market Inc.
N/A—13,108-13,108-100%$1.9M———
Yukon Wealth Management, Inc.
N/A—13,105-13,105-100%$1.9M———
Essex Financial Services, Inc.
N/A—12,814-12,814-100%$1.9M———
Beacon Pointe Advisors, LLC
N/A—12,674-12,674-100%$1.8M———
Hilltop Holdings Inc.
N/A—12,600-12,600-100%$1.8M———
Oxinas Partners, LLC
N/A—12,342-12,342-100%$1.8M———
Q3 Asset Management
N/A—12,141-12,141-100%$1.8M———
Maridea Wealth Management LLC
N/A—11,926-11,926-100%$1.7M———
Front Row Advisors LLC
N/A—11,332-11,332-100%$1.6M———
Quantinno Capital Management LP
N/A—11,254-11,254-100%$1.6M———
PNC Financial Services Group, Inc.
N/A—11,197-11,197-100%$1.6M———
CreativeOne Wealth, LLC
N/A—10,947-10,947-100%$1.6M———
MAI Capital Management
N/A—9,891-9,891-100%$1.4M———
Eldridge Investment Advisors, Inc.
N/A—9,778-9,778-100%$1.4M———
Composition Wealth, LLC
N/A—9,458-9,458-100%$1.4M———
Gotham Asset Management, LLC
N/A—9,358-9,358-100%$1.4M———
Savant Capital, LLC
N/A—9,342-9,342-100%$1.3M———
Strategies Wealth Advisors, LLC
N/A—9,072-9,072-100%$1.3M———
Merit Financial Group, LLC
N/A—9,015-9,015-100%$1.3M———
Stonebridge Financial Planning Group, LLC
N/A—8,820-8,820-100%$1.3M———
Mutual Advisors, LLC
N/A—8,749-8,749-100%$1.3M———
Rasp Wealth Solutions, LLC
N/A—8,717-8,717-100%$1.3M———
Clearwater Capital Advisors, LLC
N/A—8,676-8,676-100%$1.3M———
AE Wealth Management LLC
N/A—8,592-8,592-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—8,559-8,559-100%$1.2M———
Dakota Wealth Management
N/A—8,184-8,184-100%$1.2M———
Global Retirement Partners, LLC
N/A—8,145-8,145-100%$1.2M———
Bawa N Mallick Trust
N/A—8,000-8,000-100%$1.2M———
HighPoint Advisor Group LLC
N/A—7,954-7,954-100%$1.1M———
Harbour Investments, Inc.
N/A—7,730-7,730-100%$1.1M———
Cresset Asset Management, LLC
N/A—7,557-7,557-100%$1.1M———
Blair William & Co
N/A—7,466-7,466-100%$1.1M———
Koss-Olinger Consulting, LLC
N/A—7,462-7,462-100%$1.1M———
Allium Financial Advisors, LLC
N/A—7,286-7,286-100%$1.1M———
Sonoma Private Wealth LLC
N/A—7,177-7,177-100%$1.0M———
Brooks, Moore & Associates, Inc.
N/A—7,000-7,000-100%$1.0M———
Pathstone Holdings, LLC
N/A—6,787-6,787-100%$980.6K———
Stephens Inc
N/A—6,659-6,659-100%$962.1K———
Farmers National Bank
N/A—6,650-6,650-100%$960.8K———
Pinebridge Investments LLC
N/A—6,264-6,264-100%$905.0K———
Sequoia Financial Advisors, LLC
N/A—6,217-6,217-100%$898.2K———
Clearstead Advisors, LLC
N/A—6,074-6,074-100%$877.6K———
Prudential PLC
N/A—6,070-6,070-100%$877.0K———
RWA Wealth Partners, LLC
N/A—5,868-5,868-100%$847.8K———
Arkadios Wealth Advisors
N/A—5,653-5,653-100%$816.7K———
IEQ Capital, LLC
N/A—5,635-5,635-100%$814.1K———
&partners
N/A—5,626-5,626-100%$812.8K———
Nuveen, LLC
N/A—5,474-5,474-100%$790.9K———
Guardian Wealth Advisors, LLC / NC
N/A—5,425-5,425-100%$783.8K———
Fiduciary Financial Advisors
N/A—5,332-5,332-100%$769.8K———
WealthTrust Axiom LLC
N/A—5,067-5,067-100%$732.1K———
Mandatum Life Insurance Co Ltd
N/A—4,846-4,846-100%$700.2K———
O'shaughnessy Asset Management, LLC
N/A—4,811-4,811-100%$695.1K———
Napier Financial, LLC
N/A—4,800-4,800-100%$693.5K———
Sequent Planning LLC
N/A—4,663-4,663-100%$673.7K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,589-4,589-100%$1.7M———
Empower Advisory Group, LLC
N/A—4,563-4,563-100%$659.3K———
IHT Wealth Management, LLC
N/A—4,523-4,523-100%$653.5K———
EP Wealth Advisors, LLC
N/A—4,474-4,474-100%$646.5K———
Summit Financial, LLC
N/A—4,470-4,470-100%$645.9K———
Susquehanna International Group, LLP
N/A—4,415-4,415-100%$637.9K———
Focus Partners Advisor Solutions, LLC
N/A—4,413-4,413-100%$637.7K———
Jaffetilchin Investment Partners, LLC
N/A—4,371-4,371-100%$631.6K———
Wealthspire Advisors, LLC
N/A—4,262-4,262-100%$615.8K———
Orion Porfolio Solutions, LLC
N/A—4,108-4,108-100%$593.5K———
Tidemark, LLC
N/A—4,028-4,028-100%$581.9K———
Godfrey Financial Associates, Inc.
N/A—4,020-4,020-100%$580.8K———
Deutsche Bank Ag\
N/A—3,974-3,974-100%$574.2K———
UBS Asset Management Americas LLC
N/A—3,942-3,942-100%$569.5K———
Vista Capital Partners, Inc.
N/A—3,839-3,839-100%$554.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,793-3,793-100%$548.0K———
Independent Advisor Alliance
N/A—3,706-3,706-100%$535.4K———
Delta Investment Management, LLC
N/A—3,604-3,604-100%$520.8K———
Texas Yale Capital Corp.
N/A—3,600-3,600-100%$520.1K———
Boston Research & Management Inc
N/A—3,600-3,600-100%$520.1K———
Zacks Investment Management
N/A—3,579-3,579-100%$517.1K———
LaSalle St. Investment Advisors, LLC
N/A—3,553-3,553-100%$513.3K———
Advisory Services Network, LLC
N/A—3,527-3,527-100%$509.5K———
Thomasville National Bank
N/A—3,500-3,500-100%$505.7K———
Commerce Bank
N/A—3,471-3,471-100%$501.5K———
Minot DeBlois Advisors LLC
N/A—3,450-3,450-100%$498.5K———
Glenmede Trust Co NA
N/A—3,400-3,400-100%$491.2K———
Valmark Advisers, Inc.
N/A—3,313-3,313-100%$478.7K———
Benjamin Edwards Inc
N/A—3,291-3,291-100%$475.5K———
PFG Investments, LLC
N/A—3,248-3,248-100%$469.2K———
Savvy Advisors, Inc.
N/A—3,222-3,222-100%$465.5K———
Insigneo Advisory Services, LLC
N/A—3,218-3,218-100%$464.9K———
Nova Wealth Management, Inc.
N/A—3,173-3,173-100%$458.4K———
Mairs & Power Inc
N/A—3,150-3,150-100%$455.5K———
Peak Asset Management, LLC
N/A—3,076-3,076-100%$444.4K———
Seascape Capital Management
N/A—3,066-3,066-100%$443.0K———
L & S Advisors Inc
N/A—3,043-3,043-100%$439.7K———
RiverFront Investment Group, LLC
N/A—3,000-3,000-100%$433.4K———
Barnes Wealth Management Group, Inc
N/A—2,881-2,881-100%$416.3K———
Moneta Group Investment Advisors LLC
N/A—2,856-2,856-100%$412.6K———
Clark Capital Management Group, Inc.
N/A—2,791-2,791-100%$403.2K———
Naviter Wealth, LLC
N/A—2,700-2,700-100%$390.1K———
Continuum Advisory, LLC
N/A—2,676-2,676-100%$386.6K———
IFG Advisory, LLC
N/A—2,518-2,518-100%$363.8K———
SK Wealth Management, LLC
N/A—2,503-2,503-100%$349.0K———
Sound View Wealth Advisors Group, LLC
N/A—2,500-2,500-100%$361.2K———
Natixis
N/A—2,478-2,478-100%$355.4K———
NewEdge Wealth, LLC
N/A—2,471-2,471-100%$357.0K———
Moors & Cabot, Inc.
N/A—2,442-2,442-100%$352.8K———
Bcgm Wealth Management, LLC
N/A—2,418-2,418-100%$349.3K———
Principal Securities, Inc.
N/A—2,401-2,401-100%$347.0K———
One Charles Private Wealth Services, LLC
N/A—2,396-2,396-100%$346.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,373-2,373-100%$342.0K———
Zhang Financial LLC
N/A—2,280-2,280-100%$329.4K———
Ameritas Advisory Services, LLC
N/A—2,274-2,274-100%$328.6K———
Vermillion & White Wealth Management Group, LLC
N/A—2,264-2,264-100%$327.0K———
FLC Capital Advisors
N/A—2,208-2,208-100%$319.0K———
Kingsview Wealth Management, LLC
N/A—2,200-2,200-100%$317.9K———
Gentry Private Wealth, LLC
N/A—2,160-2,160-100%$312.1K———
Bridges Investment Management Inc
N/A—2,126-2,126-100%$307.2K———
Glen Eagle Advisors, LLC
N/A—2,094-2,094-100%$302.5K———
UMB Bank, n.a.
N/A—1,955-1,955-100%$282.5K———
J.E. Simmons & Co., P.C.
N/A—1,950-1,950-100%$281.7K———
Fielder Capital Group LLC
N/A—1,914-1,914-100%$276.5K———
Bravias Capital Group, LLC
N/A—1,894-1,894-100%$273.7K———
Resurgent Financial Advisors LLC
N/A—1,887-1,887-100%$272.6K———
Foundations Investment Advisors, LLC
N/A—1,863-1,863-100%$269.2K———
Traub Capital Management LLC
N/A—1,860-1,860-100%$268.7K———
Advisory Alpha, LLC
N/A—1,840-1,840-100%$265.8K———
Kilter Group LLC
N/A—1,828-1,828-100%$264.1K———
Forefront Wealth Partners, LLC
N/A—1,814-1,814-100%$262.1K———
CM Wealth Advisors LLC
N/A—1,803-1,803-100%$260.5K———
Brown Advisory Inc
N/A—1,780-1,780-100%$257.2K———
Centaurus Financial, Inc.
N/A—1,708-1,708-100%$247.0K———
Flputnam Investment Management Co
N/A—1,692-1,692-100%$234.3K———
Panoramic Investment Advisors, LLC
N/A—1,690-1,690-100%$244.2K———
EFG International AG
N/A—1,686-1,686-100%$243.5K———
Stonebridge Financial Group, LLC
N/A—1,667-1,667-100%$240.0K———
Spinnaker Trust
N/A—1,530-1,530-100%$221.1K———
Strategic Wealth Partners, Ltd.
N/A—1,459-1,459-100%$210.8K———
Proactive Wealth Strategies LLC
N/A—1,445-1,445-100%$208.6K———
Stratos Wealth Advisors, LLC
N/A—1,434-1,434-100%$207.3K———
Allworth Financial LP
N/A—1,315-1,315-100%$190.0K———
Purpose Unlimited Inc.
N/A—1,290-1,290-100%$186.4K———
Dunhill Financial, LLC
N/A—1,267-1,267-100%$183.1K———
Smartleaf Asset Management LLC
N/A—1,171-1,171-100%$164.5K———
Cary Street Partners Investment Advisory LLC
N/A—1,120-1,120-100%$161.8K———
1 North Wealth Services LLC
N/A—1,056-1,056-100%$152.6K———
Morse Asset Management, Inc
N/A—1,000-1,000-100%$144.5K———
Hantz Financial Services, Inc.
N/A—869-869-100%$126.0K———
Medallion Wealth Advisors, LLC
N/A—863-863-100%$124.8K———
Cary Street Partners Financial LLC
N/A—771-771-100%$111.5K———
Qube Research & Technologies Ltd
N/A—681-681-100%$98.4K———
Institute for Wealth Management, Llc.
N/A—605-605-100%$87.4K———
VSM Wealth Advisory, LLC
N/A—600-600-100%$86.7K———
Vanguard National Trust Co
N/A—600-600-100%$86.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—504-504-100%$72.8K———
Ameriflex Group, Inc.
N/A—465-465-100%$67.1K———
Hollencrest Capital Management
N/A—450-450-100%$65.0K———
Advisors Preferred, LLC
N/A—417-417-100%$56.9K———
Wellington Grp LLC
N/A—399-399-100%$39.9K———
BNP Paribas Financial Markets
N/A—393-393-100%$56.8K———
Darwin Wealth Management, LLC
N/A—387-387-100%$56.0K———
Morris Financial Concepts, Inc.
N/A—375-375-100%$54.2K———
XP Advisory US, Inc.
N/A—370-370-100%$53.5K———
Ancora Advisors LLCA
N/A—354-354-100%$51.1K———
Rothschild Investment LLC
N/A—321-321-100%$46.4K———
Colonial Trust Advisors
N/A—294-294-100%$42.5K———
Founders Financial Alliance, LLC
N/A—282-282-100%$40.7K———
Walsh & Associates, LLC
N/A—272-272-100%$39.3K———
Mcguire Capital Advisors Inc
N/A—271-271-100%$39.1K———
Capital Analysts, LLC
N/A—262-262-100%$38.0K———
Atomic Invest LLC
N/A—255-255-100%$35.8K———
C M Bidwell & Associates LTD
N/A—210-210-100%$30.3K———
Orion Capital Management LLC
N/A—190-190-100%$27.5K———
HHM Wealth Advisors, LLC
N/A—178-178-100%$25.7K———
Lowe Brockenbrough & Co Inc
N/A—150-150-100%$21.7K———
Frazier Financial Advisors, LLC
N/A—137-137-100%$19.9K———
Synergy Investment Management, LLC
N/A—121-121-100%$17.5K———
Bravera Wealth
N/A—118-118-100%$17.0K———
Vision Retirement, LLC
N/A—100-100-100%$14.4K———
Sankala Group LLC
N/A—86-86-100%$12.0K———
Van Eck Associates Corp
N/A—67-67-100%$9.7K———
Huntington National Bank
N/A—59-59-100%$8.5K———
WealthShield Partners, LLC
N/A—50-50-100%$7.2K———
FAS Wealth Partners, Inc.
N/A—24-24-100%$3.5K———
Caldwell Sutter Capital, Inc.
N/A—22-22-100%$3.2K———
Security National Bank of Sioux City Iowa
N/A—20-20-100%$2.9K———
Showing 594 of 594 institutions